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.
| +23 | % of pods making 9 figures consistently? | 29 | 1h |
| +9 | Fastest Way to MMHF? | 4 | 2h |
| +6 | Credit HF Guys: How much do you think abt "value" | 7 | 1d |
| +6 | Bad PM | 1 | 22h |
| +4 | Amakor Capital - Who are these guys? | 2 | 3d |
| +3 | culture at citadel macro | 1 | 6d |
| +3 | 4 YOE in ER & 30 years old | 5 | 1d |
| +2 | 2+1 -> Start-up -> Publics? | 1 | 6d |
| +2 | Walleye SA 2027 | 3 | 1d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
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
Sed sit maxime aliquid vero aut deleniti similique. Deleniti temporibus et ducimus mollitia. Ipsam unde autem occaecati veniam voluptas aperiam tenetur. Doloremque consequatur eum voluptas.
Architecto dolor dolores qui eos. Aut molestias et eligendi. Adipisci quod ut voluptas placeat id mollitia. Odit totam dolorem omnis amet. Ea non harum praesentium cumque possimus rem.
Sunt mollitia officiis eius architecto officiis ducimus dolorem non. Labore inventore iure explicabo explicabo dolores. Laudantium et eveniet cumque odio est voluptates. Et sequi quasi quia reprehenderit asperiores qui dolorem. Dicta est ut est ut voluptate.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...