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.
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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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