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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Comments (12)

Sep 5, 2021 - 5:54pm

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. 

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Sep 9, 2021 - 9:43am

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. 

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Sep 10, 2021 - 11:24am

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... 

Sep 10, 2021 - 11:29am

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