Investors on Twitter / Substack
Hi guys,
Noticed a lot of great investors like Paul Enright, Phillippe Laffonte, Dan Loeb and anon accounts post ideas/thoughts on twitter. Does anyone have good account recommendations to follow? Similarly, any substacks you guys recommend? Trying to find new mediums to consume content regarding investing.
If you imply this guy's returns, they're outrageous
https://softwarestackinvesting.com/
Following - Twitter Accounts
You can look at whom Paul Enright, Phil Laffort and Dan Loeb follow, as a start. Generally anyone that is past 5k followers probably has something value to enlighten the audience.
I've actually found it to be the opposite. If anyone has above ~10k followers (aside from reporters, news aggregators, etc.) I almost always fade their takes.
Paul deleted his account recently rip
Oh yeah, I heard, real tragic, but fintwit getting overcrowded now. Enright / S-curve Cap, fine, they got valuable to say. I am not sure all those clowns up there with a bundled Twitter / Substack offering are that good of an investor.
Following
S-Curve Capital
Seems like request is pending - does anyone know how to get accepted by s curve capital
Loeb is definitely interesting. Gavin Baker is quite insightful on tech. Modest Proposal is terrific on consumer and tech. Post M. is equally awesome. What's also not a waste of time is Patrick O'Shaughnessy's twitter feed and podcasts (one on breaking down a business to its fundamental levers and the other on interviewing famous investors - there's a recent one with Steve Mandel that's really good).
What I haven't found is the fintwit accounts covering more distressed debt or special sits, but I guess that's just a sign of the times...
Not fintwit, but definitely check out Clark Street Value (http://clarkstreetvalue.blogspot.com/)
Thanks!
Post M
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