@sidecarcap Sidecar Investor
Sidecar Investor posts on X about in the, investment, what is, ceo the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Year [---------] -38%
Mentions: [--] #
- [--] Month [--] -57%
- [--] Months [---] -5.20%
- [--] Year [---] -24%
Followers: [------] #
- [--] Week [------] +0.06%
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- [--] Months [------] +6.70%
- [--] Year [------] +19%
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Social Influence
Social category influence finance 95.05% stocks 14.85% technology brands 3.96% cryptocurrencies 1.98% celebrities 0.99%
Social topic influence in the 10.89%, investment #1500, what is 6.93%, ceo 6.93%, the most 5.94%, stocks #1452, company 5.94%, money 4.95%, business 2.97%, berkshire hathaway 2.97%
Top accounts mentioned or mentioned by @calebjhull @mjmauboussin @nntaleb @elonmusk @g_ichtertz @oneethi60335406 @thedebtreaper @ejproductions @valuation_shop @paul_wildcat @jimkopas @quietprosperity @eddercheddar @racexxx346111 @unciacapital @easyfinanceguy @justinvesttoday
Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Fastenal Company (FAST) Heima (HEI) Berkshire Hathaway Inc Class B (BRK.B) Amazon.com, Inc. (AMZN) Aaon Inc (AAON) Alphabet Inc Class A (GOOGL) Twitter Inc (TWTR) NVR, Inc. (NVR) Brookfield Corporation (BN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Companies like Fastenal Jack Henry and Aaon are known for their thrift and anti-corporate cultures. What is often under appreciated is they have been absolute machines executing and its proven in the numbers"
X Link 2026-01-21T15:34Z 26.7K followers, [----] engagements
"Ten years from now which CEOs will be on the Mount Rushmore of capital allocation"
X Link 2026-01-13T01:30Z 26.7K followers, 30.4K engagements
"One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time"
X Link 2026-01-15T00:50Z 26.7K followers, 199.1K engagements
"Remaining permanently bullish while maintaining the ability to survive the drawdowns is both rational and what the market rewards"
X Link 2026-02-10T15:44Z 26.7K followers, [----] engagements
"The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world"
X Link 2026-02-11T21:28Z 26.7K followers, 24.3K engagements
"Which CEOs do you trust to make disciplined acquisitions Zero points for saying Mark Leonard"
X Link 2025-09-02T16:27Z 26.7K followers, 53K engagements
"Its rare to find a CEO who spends/reinvests each $1 like its their own"
X Link 2025-12-06T18:08Z 26.7K followers, [----] engagements
"Some of the lowest risk highest reward investment opportunities come from partnering with a CEO/management team in its second (or even third) act"
X Link 2025-12-27T02:08Z 26.7K followers, [----] engagements
"A stock doesnt know why you own it. A shareholder making a pure jockey bet earns the same return as someone who did a thousand channel checks and uses satellites to monitor parking lot traffic. So much of what passes as fundamental research is just theater anyway"
X Link 2026-02-02T04:11Z 26.7K followers, [----] engagements
"The stock market trades to inflict the maximum amount of pain. -Fred Kittler"
X Link 2026-02-04T16:09Z 26.7K followers, [----] engagements
"Fortunes are made by buying right and holding on. Holding is the real test"
X Link 2026-02-05T18:15Z 26.7K followers, 12K engagements
"Perhaps the most important lesson from studying great businesses is they become far larger than anyone even insiders can imagine. Because of this if you are fortunate enough to own one of these stocks people will say you were lucky. Thats fine. Because youll be rich"
X Link 2026-02-06T18:59Z 26.7K followers, [---] engagements
"Not one in a thousand seriously plans and acts as one must to make a fortune. Thomas Phelps Investors dream of getting rich. They say the right things about being selective disciplined and having patience. But their portfolios and more importantly their behavior tell a different story. There is an inconvenient truth: most investors dont earn big returns because they are not really trying to. The problem isnt intelligence or access to information. It is the gap between what people say and what they do. Most investors seek comfort and social validation. They over-diversify check stock prices"
X Link 2026-02-08T16:39Z 26.7K followers, [----] engagements
"@CalebJHull Is this the companys New Coke moment"
X Link 2026-02-11T21:56Z 26.7K followers, [----] engagements
"This @mjmauboussin checklist is a big help in identifying the conditions that lead to mispriced stocks and whether an investor has an edge"
X Link 2023-12-01T14:40Z 26.7K followers, 32.9K engagements
"Rare interview with Roper's Brian Jellison. We keep a low profile because theres no reason to keep a high one" https://www.businessobserverfl.com/news/2018/aug/10/roper-technologies-brian-jellison-president-ceo-top-500/ https://www.businessobserverfl.com/news/2018/aug/10/roper-technologies-brian-jellison-president-ceo-top-500/"
X Link 2025-06-15T04:16Z 26.7K followers, 19K engagements
"Who is the best CEO few people have heard of"
X Link 2025-08-31T14:20Z 26.7K followers, 81.4K engagements
"Compare Wertheims wealth to that of the Mendelson family. The Mendelsons dedicated their professional lives to building Heico. Wertheim bought and held the stock. The whole point of Sidecar Investing is to take advantage of this glitch. One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time. One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time"
X Link 2026-01-17T17:34Z 26.7K followers, 43.6K engagements
"Each year I come across just two or three ideas that move the needle. This was one"
X Link 2026-01-23T18:21Z 26.7K followers, 46.1K engagements
"Concise straightforward language is one of the clearest signals that a CEO knows what theyre doing. The opposite is also true"
X Link 2026-01-30T16:58Z 26.7K followers, [----] engagements
"Related; to rip higher beaten down stocks often dont need news to be good just a little less bad. The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world. The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world"
X Link 2026-02-12T19:42Z 26.7K followers, [----] engagements
"Who is the best CEO few people have heard of"
X Link 2024-09-10T21:31Z 26.7K followers, 50.6K engagements
"Four of the six early PayPal employees had built bombs in high school"
X Link 2024-11-01T15:24Z 26.7K followers, [----] engagements
"Which business are you most confident will do well (but not spectacular) over the next [--] years"
X Link 2024-12-17T19:44Z 26.7K followers, 17.6K engagements
"Which companies do you feel this way about $CSU"
X Link 2025-01-19T17:26Z 26.7K followers, [----] engagements
"Love this filter. Its often a strong sign the company has a unique DNA. "Avoid hot stocks in hot industries. Great companies in cold non-growth industries are consistent big winners" - Peter Lynch "Avoid hot stocks in hot industries. Great companies in cold non-growth industries are consistent big winners" - Peter Lynch"
X Link 2025-11-02T16:30Z 26.7K followers, [----] engagements
"What was the biggest investment lesson you learned in 2025"
X Link 2025-12-23T18:39Z 26.7K followers, 17.4K engagements
"2/ Institutional investors spend as much time managing people/the team as they do money. Not surprisingly some of the best all-time track records come from solo investors"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"4/ There are a lot of people to please - clients potential clients bosses consultants sell-side research firms expecting commissions - and they all have different motivations/expectations. This makes it incredibly difficult to focus"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"5/ Portfolio managers spend a lot more time than I expected staring at a Factset screen with their live portfolio performance and asking junior folks questions about why a stock is moving up/down that day"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"6/ Companies that are large index weights and performing well are incredibly seductive. I frequently saw PMs neutral weight these stocks just to stop the pain from watching them outperform every day"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"7/ The pressure to do something especially when behind the performance eight-ball was also immense"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"8/ Technical analysis was used far more than people would admit publicly"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"9/ Hardly anyone read SEC filings. Info in the 10k qs proxy statements was assumed to be well-known. Ironic"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"11/ Incentives drive behavior. Full-stop. The risk PMs most worry about is career risk"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"13/ It is easy to overestimate the amount of knowledge a person can have about a firm when looking from the outside in. Every interaction with investor relations expert networks and executives is choreographed and provides a false sense of obtaining unique perspective"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"16/ The biggest mistake was investors not differentiating between fundamentals and expectations. Mauboussin has written about this extensively"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"Love this from Pat Dorsey. In two simple slides he nails why some of the most extraordinary investment opportunities can be systematically mis-priced and hide in plain sight for years"
X Link 2020-07-21T04:22Z 26.7K followers, [---] engagements
"1/ A thread on Sidecar Investing or free riding on the superior capability of others -Richard Zeckhauser"
X Link 2020-08-07T23:13Z 26.7K followers, [----] engagements
"Brin and Page tried to sell the $GOOG algorithm to Excite for $1 million in [----]. Excite turned them down. Sometimes even founders dont know they are sitting on a gold mine. Investing is hard"
X Link 2020-10-04T19:36Z 26.7K followers, [---] engagements
"Investor I have a lot of respect for said $CSU.TO is like Berkshire Hathaway $BRK.B in [----]. I dont think hes wrong. Everyone knows the company and many feel late to the party. But its in the middle of a retooling that could create enormous scale. Get your popcorn"
X Link 2021-04-30T18:16Z 26.7K followers, [---] engagements
"What is the best thing on investing youve ever read"
X Link 2021-07-31T02:28Z 26.7K followers, [---] engagements
"What is the first thought this brings to mind"
X Link 2021-08-22T23:53Z 26.7K followers, [---] engagements
""Take a simple idea and take it seriously. -Charlie Munger What is your simple idea"
X Link 2021-11-14T03:00Z 26.7K followers, [---] engagements
"Owners act different. But skin in the game isnt enough. Its ownership + extraordinary talent that delivers outsized returns. Skin in the Game versus Reputation in the Game. (Also the JFK vs EWR effect). From Berkshire Hathaway Chairman's Letter [----]. HT Emre Yilmaz @nntaleb https://t.co/mqSxBULu7e Skin in the Game versus Reputation in the Game. (Also the JFK vs EWR effect). From Berkshire Hathaway Chairman's Letter [----]. HT Emre Yilmaz @nntaleb https://t.co/mqSxBULu7e"
X Link 2021-12-21T18:00Z 26.7K followers, [---] engagements
"This was it. May [--] [----]. The New York Times reports the inconspicuous birth of perhaps the greatest wealth creation story of all time. $BRK"
X Link 2022-04-02T05:23Z 26.7K followers, [---] engagements
"Borrow [----] dollars repay in [----] dollars. One foot hurdle for $AMZN"
X Link 2022-04-14T17:21Z 26.7K followers, [---] engagements
"The stock markets return over the past [---] years includes all of these terrible things. John Neff / Akre Capital"
X Link 2022-06-13T16:47Z 26.7K followers, [---] engagements
"Negotiating with Buffett"
X Link 2024-03-29T03:36Z 26.7K followers, 1.1M engagements
"What company would you be disappointed to see taken out at a 25% premium"
X Link 2024-08-25T18:24Z 26.7K followers, 70.6K engagements
"Munger and Buffett on sizing up a management team:"
X Link 2024-11-27T02:33Z 26.7K followers, 29.2K engagements
"Intriguing that Berkshire - often cited as an extreme case of survivorship bias - prioritized survival over everything else"
X Link 2025-04-24T22:20Z 26.7K followers, 37.1K engagements
"I suspect few investors compound because it doesnt feel like what you expect. Its typically a long slow grind upward occasionally interrupted by excruciating drawdowns. Holding through them is grueling. It goes against human nature. In fund management it was almost impossible. Pressure from leadership the team consultants clients and potential clients led to capitulation at precisely the wrong time. As an individual investor identifying when the smart money is giving up gives you a huge edge"
X Link 2026-01-28T17:23Z 26.7K followers, [----] engagements
"12/ The best investors asked the best questions. Often after not saying a word for the first [--] minutes of an hour-long meeting"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"$TWTR Board ownership. @elonmusk"
X Link 2022-04-16T05:16Z 26.7K followers, [----] engagements
"Scott McNealy CEO of Sun Microsystems in [----]. The more things change the more they remain the same"
X Link 2022-05-29T13:56Z 26.7K followers, [----] engagements
"Ian Cumming and Joe Steinberg ran Leucadia for [--] years. No IR. No guidance. Terrible website. Only their inner circle even knew what they looked like. This turned off many investors. And the stock increased 350x"
X Link 2022-08-20T23:44Z 26.7K followers, [---] engagements
"I think of this story whenever someone is trying to emulate Buffett"
X Link 2023-06-23T21:37Z 26.7K followers, 210K engagements
"One of the most potent ideas in business and investing:"
X Link 2023-08-10T14:37Z 26.7K followers, 100K engagements
"Early in my career a client came to our funds year-end review with data showing performance would have been 5% better if we held the Jan [--] portfolio and played golf all year. A lot of seat-shifting rationalizing followed. This was a valuable early lesson"
X Link 2023-12-24T20:06Z 26.7K followers, 73.3K engagements
"My daughter is #2 out of [---] in a high school stock picking contest. She bought five stocks and hasnt touched them. Her classmates are day trading themselves into a hole. 😊"
X Link 2024-01-19T21:04Z 26.7K followers, 97.9K engagements
"No guidance No earnings calls No shareholder letters No stock splits Maybe just maybe most of the traditional investment activities are pageantry. $NVR"
X Link 2024-03-16T13:59Z 26.7K followers, 54.6K engagements
"A 10% position that goes up 10% generates the same dollar return as a 1% position that doubles. Whats the lesson"
X Link 2024-03-28T02:23Z 26.7K followers, 330.4K engagements
"What is the single best investment podcast episode"
X Link 2024-04-02T16:12Z 26.7K followers, 218.2K engagements
"What are the signs a CEO 1) has made it or 2) still has something to prove"
X Link 2024-04-19T20:11Z 26.7K followers, 48.5K engagements
"People calculate too much and think too little"
X Link 2024-04-28T14:28Z 26.7K followers, 22.9K engagements
"Early in my buy side career a client came to our funds year-end review with data showing performance would have been 5% better if we held the Jan [--] portfolio and played golf all year. A lot of seat-shifting rationalizing followed. This was a valuable early lesson. The way to judge yourself is inertia analysis. Run your January [--] portfolio for the full year without any changes and compare it to your actual results. It's awful because some years you realize all you did was subtract value when you went into the officehttps://t.co/ndG2wJlTEy The way to judge yourself is inertia analysis. Run your"
X Link 2024-05-26T02:09Z 26.7K followers, 139.1K engagements
"Investment paradox: Exceptional operators are often anti-promotional thus hard to find. They dont need to raise money and are happy working with a small group of loyal shareholder-partners"
X Link 2024-09-01T15:04Z 26.7K followers, 112.7K engagements
"This book is as good as The Outsiders. The Roper chapter alone is worth 10x the price. https://www.amazon.com/Lessons-Titans-Companies-Industrial-Sustainable/dp/1260468399 https://www.amazon.com/Lessons-Titans-Companies-Industrial-Sustainable/dp/1260468399"
X Link 2024-09-23T18:56Z 26.7K followers, 35.5K engagements
"Owning a company like Fastenal doesnt feel anything like youd imagine. Theres always something more exciting to invest in. The return in a given year may be solid but not worthy of bragging about at a cocktail party. The stock is almost always off an all time high so you regret not selling. And this mundane experience is interrupted by an occasional gut-wrenching 30% drawdown. No wonder few investors get rich this way"
X Link 2024-10-04T20:30Z 26.7K followers, 50K engagements
"Thought I lost this book and had not revisited in years. It hits hard"
X Link 2024-11-11T21:25Z 26.7K followers, 68.6K engagements
"Few things improved my returns as much as stopping building financial models. Not because I care less about valuation; actually the opposite. It forced me to wait for opportunities that were clear with back of the envelope math"
X Link 2024-12-01T14:56Z 26.7K followers, 37K engagements
"Wish this book was around when I was 25; it improved my pattern recognition more than any other. This arrived in the mail today. Thanks for recommendation @sidecarcap I am very much looking forward to reading it https://t.co/icI8xvp7lc This arrived in the mail today. Thanks for recommendation @sidecarcap I am very much looking forward to reading it https://t.co/icI8xvp7lc"
X Link 2024-12-03T13:59Z 26.7K followers, 46.2K engagements
"Countless hours spent reading Buffett letters hoping to become a better investor when the lesson was just to buy Berkshire"
X Link 2024-12-29T03:43Z 26.7K followers, 62.1K engagements
"The big money is made when a stock goes from institutions cant own it to wanting to own it to having to own it"
X Link 2025-01-15T15:54Z 26.7K followers, 52.7K engagements
"Thomas Phelps in [----] formula still works"
X Link 2025-01-20T21:18Z 26.7K followers, 54.8K engagements
"Owning a 5-10-100 bagger means holding a stock that: 1) frequently hits new all time highs 2) looks expensive This is so much harder than owning an optically cheap stock"
X Link 2025-01-24T21:18Z 26.7K followers, 69.1K engagements
"A one-person shop outside Denver beats the pants off the most sophisticated well resourced fund managersa lot to be learned here: Smoak Capital's [----] Annual Letter is now available for partners and accredited investors (1/3) Smoak Capital's [----] Annual Letter is now available for partners and accredited investors (1/3)"
X Link 2025-02-11T21:20Z 26.7K followers, 76.2K engagements
"Have revisited this passage hundreds of times; It describes what it takes to make big money better than anything Ive ever read"
X Link 2025-02-16T01:36Z 26.7K followers, 190.1K engagements
"This friend has been and may still be right. $CSU Investor I have a lot of respect for said $CSU.TO is like Berkshire Hathaway $BRK.B in [----]. I dont think hes wrong. Everyone knows the company and many feel late to the party. But its in the middle of a retooling that could create enormous scale. Get your popcorn. Investor I have a lot of respect for said $CSU.TO is like Berkshire Hathaway $BRK.B in [----]. I dont think hes wrong. Everyone knows the company and many feel late to the party. But its in the middle of a retooling that could create enormous scale. Get your popcorn"
X Link 2025-03-07T22:17Z 26.7K followers, 20.3K engagements
"This explains market efficiency better than all my college textbooks combined. Joel Greenblatt once had a class of 9th graders guess the number of jellybeans in a jar. First they wrote their guesses privately. Then they guessed againbut this time out loud. The results https://t.co/houVShWKAO Joel Greenblatt once had a class of 9th graders guess the number of jellybeans in a jar. First they wrote their guesses privately. Then they guessed againbut this time out loud. The results https://t.co/houVShWKAO"
X Link 2025-03-16T02:06Z 26.7K followers, 51.9K engagements
"Intriguing question from Nick Sleep:"
X Link 2025-04-29T20:05Z 26.7K followers, 37.3K engagements
"My investing journey can be split into before and after reading this passage. Few things changed my behavior for the better like it has"
X Link 2025-05-12T17:32Z 26.7K followers, 74.1K engagements
"Investing is an arrogant act. Buying a stock implies its price - set by thousands of well informed and highly incentivized market participants - is wrong. Understanding when the conditions are ripe for a company to be over or under valued is key to earning outsized returns. Over the past [--] years investors have gone from not having enough information to having too much. The days of using scuttlebutt or analyzing arcane securities filings to gain an informational edge are over. Its common for companies worth trillions of dollars to have their market values fluctuate by 50% each year. How can"
X Link 2025-06-28T14:54Z 26.7K followers, 56.2K engagements
"Often think how Buffett created a generation of value investors who would have been infinitely better off just buying Berkshire. What is todays equivalent"
X Link 2025-06-29T18:31Z 26.7K followers, 56.9K engagements
"Investing is an incredible game. I could not love it more. And how to win becomes clear once you realize most people arent trying to maximize long-term performance. They are shooting for some combination of feeling clever smart and increasing assets under management"
X Link 2025-07-10T18:03Z 26.7K followers, 39.3K engagements
"99% of what is written about Brookfield is noise. This is in the 1%. $BN becoming "de facto" an insurance-first company https://t.co/y9PUxoUelQ $BN becoming "de facto" an insurance-first company https://t.co/y9PUxoUelQ"
X Link 2025-08-07T20:07Z 26.7K followers, 69.6K engagements
"It unfair how much of an investment edge you get from not hyperventilating over clearly temporary issues"
X Link 2025-08-13T01:44Z 26.7K followers, 29K engagements
"This is the profile of a once-a-generation founder meanwhile a typical middle manager is like Transformative chaos coordinator that thrives when disrupting human centric ecosystems using synergistic mapping techniques"
X Link 2025-08-17T02:31Z 26.7K followers, 28.4K engagements
"Almost all the wealthy investors I see people mention made their money through asset management which is a completely different game"
X Link 2025-08-23T15:39Z 26.7K followers, 48.8K engagements
"The wealthiest people I know all got there in a similar way: They owned a handful of assets (but not dozens) and returns were ultimately driven by one or two exceptional companies. Seems to be true in public and private markets"
X Link 2025-08-28T19:34Z 26.7K followers, 26.2K engagements
"Suspect most investors go through an intellectual phase filled with fancy math and ancient philosopher quotes. I certainly did. The faster you move past it the better"
X Link 2025-09-01T01:51Z 26.7K followers, 28.6K engagements
"This was no ordinary human being. This video captures Buffetts genius more clearly than anything else Ive seen"
X Link 2025-09-06T03:44Z 26.7K followers, 43.7K engagements
"Few signs are stronger than a CEO willing to shrink the business to improve core profitability before turning on the growth engine"
X Link 2025-10-03T14:18Z 26.7K followers, 33K engagements
"You dont have to make it back the way you lost it. In fact its usually a mistake to try to make it back the way you lost it"
X Link 2025-10-08T04:04Z 26.7K followers, 18.7K engagements
"Buy right and hold on. [--] years later still the approach that gives investors the best chance of building life-changing wealth"
X Link 2025-10-12T15:36Z 26.7K followers, 42.5K engagements
"Since Amazon $AMZN does not typically optimize for earnings it has the flexibility to pull levers and print any number they want. Within reason. And Jassy knows the stock is in the dog house. Its a nice setup"
X Link 2025-10-27T18:26Z 26.7K followers, 26.1K engagements
"In 20+ years of investing one of the most consequential shifts is how well the market prices companies in the middle of the bell curve. Theres no edge left in buying quality companies at fair multiples. The market rewards being early before the numbers are clean or knowing when to pay up"
X Link 2025-10-31T21:30Z 26.7K followers, 55.1K engagements
"Singletons share repurchases get most of the attention but those he issued while building Teledyne were just as important"
X Link 2025-11-04T15:52Z 26.7K followers, 12.4K engagements
"When I worked in fund management we spent tons of time and energy on idea generation. The sunk cost was real and led to many unforced errors. As a private investor Ive found the most compelling investment opportunities are simple and click within the first five minutes. But I never know when or where they are going to come from. Its one of the best parts of the game"
X Link 2025-11-05T18:12Z 26.7K followers, 43.1K engagements
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