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Alexander Evergreen
A_Evergreen
$SKLZ is one of the most hated stocks on Fintwit right now. Apparently this is a POS company and the market is going to take it down to $10, at
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Matthew Millsap
mattmillsap
The fact that we are still in the throes of a global pandemic that continues to kill, and that many Americans have permanently lost their previous jobs, yet today the
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Irish Born Investor
BornInvestor
Let’s try this out!DM me stuff you don't want to say on your own timeline. I’ll repost anonymously. The state of #fintwit, what grinds your gears, a stock you like
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Bretton Woods
RiPbrettonwoods
Lot of opining going on from self-interested CNBC pundits down to #fintwit randos on the wrong side of a trade (me) re #fed actions. Spent some time reviewing Section 13
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huntingforvalue
hfvalue
1. Quick thread on my journeyI started pooling my capital around the market highs in mid 2018. Markets were at highs and I patiently waited for a drawdown.December 2018 FED
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AD
elasticretreat
I hate being *that* guy who has a macro viewpoint in tape where price is signal and it’s saying a resolute fuck you to macro viewpoints. So I have a
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ztinvesting
ztinvesting
July Portfolio Update! $SPY YTD: +0.51%My portfolio YTD: +48.73% Beating the market by 48.22%!Biggest holdings:$AMZN - 11%$CMG - 8%$MELI - 8% $NVDA - 7%$AAPL - 7%$TTD - 6%$FB - 5%$SQ
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Chamath Palihapitiya
chamath
How to spot a bubble:I believe there are roughly 6 stages of a market’s valuation. People use different methods to justify buying stocks in each phase:1. Multiple of FCF2. Multiple
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Enlightened Capital
Cultivatewealth
I feel like the insurance brokers don't get nearly enough love on fintwit. Look at what $AON has accomplished over the past decade:-4% Revenue CAGR-890bps of margin expansion-11% EPS CAGR!-14%
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Marketsnark
marketsnarkin
Look at my face! That’s the face of a guy who (1) looks funny, and (2) loves $ASAN Asana! Why? Pride of ownership. (Stay with me here, I’m going somewhere
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ztinvesting
ztinvesting
Many great investors have concentrated portfolios. Concentration can be great if stock picks turn out well; however, 1 or 2 bad picks can sink your portfolio. Here are some benefits/risks
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Ian Gray
IanGrayLive
Homebuilders definitely are not the hottest industry on FinTwit, but I think they deserve some attention.I’ve recently been looking at KB Home $KBHI’m interested in it for 3 reasons:1. Great
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Greg Cadger
CadgerGreg
Some thoughts and rambling. I will be 50 soon. Hard to believe as it seems like just a few years ago I graduated college & left for Silicon Valley to
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Gavin Baker
GavinSBaker
1) All for anyone starting a fund. Did not mean to discourage.Evidently it wasn't very hard for @DanielSLoeb1 The beginning is difficult for most. Lots of rejection.No matter how hard
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Eric Ervin
eervin1
A warning, a lesson, and a call for change. Please share this thread if it resonates with you. #Bitcoin #Ethereum #Fintwit #fintech cc @Onrampinvest 1/ @Grayscale is an
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Tony Vlachakis
tvlachak
Every week I learn more about investing.My recent findings.--THREAD--1/ GenXers and baby boomers prefer precious metals like gold when it comes to investing in 'alternative' currencies.Millennials like technology stocks and
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