Oguz O. | 𝕏 Capitalist 💸
@thexcapitalist
Selective contrarian investor | The writer of the Capitalist-Letters newsletter read in +170 countries 👇🏼
ID: 1671992086424432640
https://www.capitalist-letters.com/ 22-06-2023 21:22:39
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Gregor Stuart Hunter 翰冠格
@gregorhunter
Reporter. Work in @guardian @FortuneMagazine @NikkeiAsia @WSJ @FT @business writes the @howtojournalist newsletter sometimes
Nouriel Roubini
@nouriel
NYU Prof; Time100, FT, FP, Forbes, Coindesk Top Mind Awards. New book Megathreats: littlebrown.com/titles/nouriel…
Raad
@r44d
founder/ceo @lawtrades. freelance legal marketplace.
Adam Linton
@adamlinton1
Head of Desk @Newsquawk. Supporter of @LFC. Shunned by society for enjoying tuna on pizza.
Kris Rymer
@krisrymer
Full-time investor | Sharing analysis on stocks | Educating other investors at Safe Harbor Stocks | $AMTM $MRX $PYPL $EVVTY $TFX
Paul Graham
@paulg
Jason Furman
@jasonfurman
Professor at Harvard. Teaches Ec 10, some posts might be educational. Also Senior Fellow @PIIE & contributor @nytopinion. Was Chair of President Obama's CEA.
Aaron Rupar
@atrupar
journalist. sign up for my newsletter, Public Notice (link below). Powered by @SnapStream (more info: go.snapstream.com/moments/aaron?…).
MicroCapClub
@microcapclub
MicroCapClub is a global community of microcap investors. All great companies started as small companies. We find them first.
Dileep Kudva
@dileepkudva
Eric Jhonsa
@ericjhonsa
Independent tech L/S investor and trader. Part-time consultant. Previously a tech columnist @thestreet @thestreetpro. DMs open to talk stocks.
Michael Mauboussin
@mjmauboussin
Decisions, books, investing, mental models, complex adaptive systems, skill, luck. Adjunct Prof @Columbia_Biz and Chairman Emeritus of the Board @sfiscience
Joseph Wang
@fedguy12
Subscribe at Fedguy.com for latest thoughts and analysis. YouTube: youtube.com/@Fedguy12
William Green
@williamgreen72
Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets & Life" (amzn.to/3qSRMu1). Host of the Richer, Wiser, Happier podcast.
Northeastern University Student Value Fund
@northeasternsvf
Long-only nano to mid-cap equities with a rigorous focus on fundamental research. Managing a portion of the Northeastern University endowment. (NFA)
John Arnold
@johnarnoldfndtn
Co-chair of Arnold Ventures. Reality is more nuanced than the headline.
Ticker History 🗞
@tickerhistory
Every stock has a story 🗞️ Shop 1,000s of original Wall Street Collectables. shop.tickerhistory.com
Brian Coughlin
@equitybrian
Seeking enduring value through quality investing —— In-depth research & actionable ideas at open.substack.com/pub/equitybria…
Agathe Demarais
@agathedemarais
Geoeconomics @ecfr • Columnist @ForeignPolicy • Ex @TheEIU & @DGTresor • Sanctions book Backfire @ColumbiaUP • Find me where the sky is blue
Dr. Danish
@operationdanish
Habitual line stepper. Building CloudClinics™️ at @RezilientHealth. Surgeon. Caregiver. @penn @wustl @techstars alum. Host of Uncanny Valley Podcast.
Otavio (Tavi) Costa
@tavicosta
Crescat Capital macro strategist. Native of Sao Paulo, Brazil 🇧instagram.com/tavicostamacro
Walter Deemer
@walterdeemer
Retired institutional market analyst (1964-2016)
Nick Huber
@sweatystartup
I buy real estate and start companies. Owner of Somewhere, Bolt Storage, RE Cost Seg and more. Email me nick at sweatystartup.com.
Heavy Moat Investments
@stonkmetal
Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial advice
M. V. Cunha
@mvcinvesting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
Mario Nawfal
@marionawfal
Largest Show on X | Founder @ibcgroupio | Investor 600+ Startups
Spencer Hakimian
@spencerhakimian
Founder of Tolou Capital Management. Global macro, market neutral, risk optimization. Aiming for positive real returns in all climates. Not investment advice.
Founder Mode
@founder_mode_
The #1 theme page for founders and entrepreneurs. Posts on founder, business and marketing. By @TheWriterArmaan 🎨
Hidden Value Gems
@hiddenvaluegems
Value investor || Investment Newsletter || Premium Research || Subscribe 👇
Marien Léchevin
@marienlechevin
I like to pay a company below her value, with a strong growth, capex light, with FCF wich is coming back to the shareholder
The Rabbit Hole
@therabbithole84
Navigating the discourse
Finance Nerd
@finance_nerd_
Finance nuggets from the smartest and wealthiest minds 💰
Bob Elliott
@bobeunlimited
CIO at @UnlimitedFnds | PM of $HFGM & $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Leyla
@leylakuni
LP investor | Co-founder: @accreditedLP | Empowering fellow investors and providing unbiased insights. Join my mailing list ⬇️
Daily Chartbook
@dailychartbook
The day's best charts & insights, curated: dailychartbook.com
Yellowbrick Investing
@joinyellowbrick
The best source of market-beating stock pitches in the world at joinyellowbrick.com
Eric
@ericflaningam
Tech research, value investing, and data visualization | Author of Generative Value | Felicis Ventures
Lee Roach
@leevalueroach
An investor that's interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.
Neil Bhatia
@neilsbhatia
Dad. Management Consultant. Private Investor. "Every man has two lives; and the second begins when we realize we only have one" - Confucius
Daniel Romero
@hypertechinvest
Growth investor // Daily stocks commenting // Investing in the future for the future
Ruben Dominguez Ibar
@rdominguezibar
VC at Mundi Ventures | Writer of The VC Corner newsletter, read by 100k founders and VCs
Mark Ungewitter
@mark_ungewitter
Specialist
Albert Edwards
@albertedwards99
Economist, Global Strategist & uber bear. High point of 40y career in The City? Invented the term "Noddynomics". Surely there's more! bit.ly/aboutAlbert
Philipp Heimberger
@heimbergecon
Researcher, Vienna Institute for International Economic Studies (@wiiw_ac_at); macroeconomics, economic policy, public finance, political economy, meta-science.
Topdown Charts
@topdowncharts
Topdown Charts is a chart-driven macro research house covering global asset allocation and economics. We primarily serve multi-asset investors and institutions.
Daniel Lacalle
@dlacalle_ia
PhD #Economist #Author. Chief Economist, Tressis. #Professor @IEbusiness #Advisor @frdelpino. YouTube: youtube.com/c/DanielLacall…
Bill Ackman
@billackman
CEO Pershing Square, Co-trustee @PershingSqFdn
Robin Brooks
@robin_j_brooks
Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
Eugene Ng
@eugeneng_vcap
Founder @ Vision Capital Fund. Investor, author, angel. Invest in companies that reflect our best vision for our future. Musings on investing, business & life.
The Transcript
@thetranscript_
We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |