Doug Heller (@global_expat1) 's Twitter Profile
Doug Heller

@global_expat1

Expat. Emerging markets investor. Thought adventurer. Adapt, innovate and thrive. Lover of Complexity. Details Proliferate; Structure Abides

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calendar_today03-01-2010 12:44:39

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Return on Cap (@returnoncap) 's Twitter Profile Photo

The 9 characteristics of a Wonderful Business 1) They have a good return on capital 2) They are understandable 3) They see their profits in cash 4) They have strong franchises and thus freedom to price 5) They don’t take geniuses to run 6) Their earnings are predictable 7) They

Next 100 Baggers (@next100baggers) 's Twitter Profile Photo

🚨 The GOAT Stan Druckenmiller just reshuffled his portfolio in a big way. He’s managed money through every market regime for 40+ years without a single down year. This quarter, his portfolio shift says a lot about where smart capital is flowing next. Here’s what he just

🚨 The GOAT Stan Druckenmiller just reshuffled his portfolio in a big way.

He’s managed money through every market regime for 40+ years without a single down year.

This quarter, his portfolio shift says a lot about where smart capital is flowing next.

Here’s what he just
Burgos, sin ir más lejos (@businirmaslejos) 's Twitter Profile Photo

LA CIUDAD MÁS PEQUEÑA DEL MUNDO Frías #Burgos conserva un aire típicamente medieval reforzado por la silueta de su castillo, levantado sobre una inverosímil atalaya rocosa. Nos encontramos ante uno de los más hermosos panoramas que se pueden contemplar en España

LA CIUDAD MÁS PEQUEÑA DEL MUNDO
Frías #Burgos conserva un aire típicamente medieval reforzado por la silueta de su castillo, levantado sobre una inverosímil atalaya rocosa.
Nos encontramos ante uno de los más hermosos panoramas que se pueden contemplar en España
Aristocratic Fury (@landsknechtpike) 's Twitter Profile Photo

The plan of the "ice city"! Building a barracks complex beneath a glacier was a genius idea by Austrian engineer Leo Dahl. The digging of the tunnels began in the summer of 1916 and took 10 months to complete. 12km of tunnels overall, stationing around 200 soldiers.

The plan of the "ice city"!

Building a barracks complex beneath a glacier was a genius idea by Austrian engineer Leo Dahl.

The digging of the tunnels began in the summer of 1916 and took 10 months to complete.

12km of tunnels overall, stationing around 200 soldiers.
Soria está de moda (@soriaestademoda) 's Twitter Profile Photo

¡Si visitas Medinaceli, no te olvides de admirar la fachada de la Alhóndiga en la Plaza Mayor! 📸 Sandra P. M. #medinaceli #alhondiga #soria #soriaestademoda #turismo #españa #castillayleon #patrimonio Turismo Castilla y León

¡Si visitas Medinaceli, no te olvides de admirar la fachada de la Alhóndiga en la Plaza Mayor!
📸 Sandra P. M.

#medinaceli #alhondiga #soria #soriaestademoda #turismo #españa #castillayleon #patrimonio <a href="/CyLEsVida/">Turismo Castilla y León</a>
Tiho Brkan (@tihobrkan) 's Twitter Profile Photo

Many investors inaccurately compare the revenues of a company to its stock price. The common commentary is that ABC stock is down 50% while its revenue has fallen only 4%. In this example, I am using LVMH $MC. This is a fallacy and clearly shows a lack of accounting first

Many investors inaccurately compare the revenues of a company to its stock price. The common commentary is that ABC stock is down 50% while its revenue has fallen only 4%. In this example, I am using LVMH $MC.

This is a fallacy and clearly shows a lack of accounting first
Mark Manson (@iammarkmanson) 's Twitter Profile Photo

Luck doesn’t just happen, it’s created. You can do things to increase the odds of serendipity. ㅤ Meeting more people makes you lucky. Learning more skills makes you lucky. Being willing to fail makes you lucky. Offering to help others more often makes you lucky.

ArteViajero (@arteviajero_com) 's Twitter Profile Photo

La iglesia de San Salvador de Escaño (Las Merindades), podría ser el templo más antiguo del románico de la provincia de Burgos. Una inscripción data la construcción en el año 1088 #BuenosDias #FelizMartes

La iglesia de San Salvador de Escaño (Las Merindades), podría ser el templo más antiguo del  románico de la provincia de Burgos. Una inscripción data la construcción en el año 1088
#BuenosDias #FelizMartes
Investseekers (@investseekers) 's Twitter Profile Photo

Økonomisk Ugebrev, a Danish financial publication, has published a deep dive on $NVO. With a disappointing CEO change and another guidance cut, Novo’s downturn continues. In the worst-case, H2 2025 may bring almost no revenue growth, though Wegovy’s pill version is expected to

Jevgenijs Kazanins (@jevgenijs) 's Twitter Profile Photo

Great write-up on Nubank $NU from Victaurs: "Nubank's monetization and operating leverage is being done at scale, intelligently, and with the long-term in mind" 👇🏻 victaurs.com/p/margins-grow…

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

This is absolutely insane: There are now $40 BILLION worth of US data centers under construction, up +400% since 2022. For the first time in history, the value of US data centers under construction will soon EXCEED office buildings. This is a historic shift. (a thread)

This is absolutely insane:

There are now $40 BILLION worth of US data centers under construction, up +400% since 2022.

For the first time in history, the value of US data centers under construction will soon EXCEED office buildings.

This is a historic shift.

(a thread)
Sahil Khetpal (@skhetpal) 's Twitter Profile Photo

Thanks for reading! If you enjoyed this, it would mean a lot if you liked & reposted the first post (linked below). Previously, I was a hedge fund investor and am now an entrepreneur. Follow me Sahil Khetpal for more breakdowns of top investors & stocks! x.com/skhetpal/statu…