FinTwit Recs
Anybody have any recommendations to Fintwit accounts that are more industrials/cyclicals/commods/old economy areas.
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Technically not Twitter anymore since he was banned for really no reason but check out Alpha Letter (https://www.alphaletter.co/). Has previous buy-side experience and does write-ups on micro/nano caps through a deep value lens (usually commodity/cyclical plays). Reports are in depth but still digestable and not overly academic
@originalbralia for shipping
Can't find the account. Did name change? Also any other recs for transpo/shipping fintwit?
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