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.

 
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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... 

 

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