@Greenbackd Tobias Carlisle

Tobias Carlisle posts on X about stocks, investment, red, $spy the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

Engagements: [------] #

Mentions: [--] #

Followers: [------] #

CreatorRank: [-------] #

Social Influence

Social category influence finance stocks technology brands cryptocurrencies countries social networks automotive brands exchanges luxury brands travel destinations

Social topic influence stocks, investment, red, $spy #965, alltime, inflation, in the, market, money, ai

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Berkshire Hathaway Inc. (BRK.A) Apple, Inc. (AAPL) Berkshire Hathaway Inc Class B (BRK.B) Alphabet Inc Class A (GOOGL) Cheniere Energy, Inc. (LNG) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Icahn Enterprises L.P (IEP) Caesars Entertainment, Inc. (CZR) Fenerbahçe Token (FB) CVR ENERGY, INC. (CVI) Viasat Inc (VSAT) HP Inc (HPQ) Intel Corporation (INTC) Qorvo Inc (QRVO) Tesla, Inc. (TSLA) Newell Brands Inc (NWL) O'Reilly Automotive Inc (ORLY) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Western Union Co (WU) Franklin Resources, Inc. (BEN) Liberty Global, plc. Class C (LBTYK) eBay Inc (EBAY) Metadium (META)

Top Social Posts

Top posts by engagements in the last [--] hours

"Feels like these lines want to kiss. Chart tracks forward P/E ratios (next-12-month earnings) for: * Red: S&P [---] (Large Cap) * Blue: S&P [---] (Mid Cap) * Green: S&P [---] (Small Cap) Shaded areas = recessions. Though it has compressed since Q4 last year it's still one of the biggest large-cap premiums of the post-2000 period outside of: * Late-90s tech * Peak [--------] mega-cap dominance If soft landing / re-acceleration happens mid and small outperform two ways: * Multiple catch-up * Operating leverage https://twitter.com/i/web/status/2022413226110259532"
X Link 2026-02-13T20:51Z 70.4K followers, [----] engagements

"Feels like these lines want to kiss. Chart tracks forward P/E ratios (next-12-month earnings) for: * Red: S&P [---] (Large Cap) * Blue: S&P [---] (Mid Cap) * Green: S&P [---] (Small Cap) Shaded areas = recessions. Though it has compressed since Q4 last year it's still one of the https://t.co/LDjs7i45v7 Feels like these lines want to kiss. Chart tracks forward P/E ratios (next-12-month earnings) for: * Red: S&P [---] (Large Cap) * Blue: S&P [---] (Mid Cap) * Green: S&P [---] (Small Cap) Shaded areas = recessions. Though it has compressed since Q4 last year it's still one of the https://t.co/LDjs7i45v7"
X Link 2026-02-17T00:53Z 70.4K followers, [----] engagements

"Emerging markets investor Juan Torres Rodriguez joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 6.30pm UTC / 5.30am AEDT Watch it on the Acquirers Podcast channel: Subscribe to be sent a reminder: https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg"
X Link 2026-02-17T16:05Z 70.4K followers, [----] engagements

"Midcaps have outperformed the S&P [---] over the last three decades but have underperformed since 2011-2017. Mids have looked a little perkier since late last year. Is the midcap renaissance here"
X Link 2026-02-17T16:44Z 70.4K followers, [----] engagements

"When staples trade near peak multiples it usually signals: * Risk aversion * Quality at any price * Late-cycle defensiveness Which ironically has historically preceded better forward returns in cyclical value areas. Staples are pricing in bond-like certainty yet expected returns are likely subdued. * Earnings growth: 46% * Dividend yield: 23% * Starting multiple: 24x (historically elevated) If multiples mean-revert the multiple drags returns down. Forward 5-year real return math probably compresses into low-single-digit territory if valuation normalizes. The Consumer Staples sector's forward"
X Link 2026-02-17T21:07Z 70.4K followers, 14.3K engagements

"Russell 2000's junky small caps continue to break down against S&P [---] profitable small caps. This is IWM (Russell 2000) vs VIOO (S&P SmallCap 600) total return indexes since [----]. When the line is rising junkier small caps outperform (IWM VIOO) When the line is falling profitable small caps outperform (VIOO IWM) The long-term trend is for profitable junky but the AI mania helped the junk until late last year. now it's returning to trend. https://twitter.com/i/web/status/2019074908727468296 https://twitter.com/i/web/status/2019074908727468296"
X Link 2026-02-04T15:45Z 70.4K followers, [----] engagements

"My new book Soldier of Fortune: Warren Buffett Sun Tzu and the Ancient Art of Risk-Taking is now available via https://amzn.to/3JfCPBq https://amzn.to/3JfCPBq"
X Link 2025-10-16T17:28Z 70.4K followers, 89.7K engagements

"Every recession since [----] has been preceded by a material downturn in this ratio. Todays reading is squarely in that danger zone. These charts show the Leading Economic Index (LEI) against the Coincident Economic Index (CEI). LEI = things that move ahead of the economy (orders hours worked sentiment credit conditions). CEI = things that move with the economy (employment income production). When the ratio is high leading data is strong relative to current conditions the future looks more buoyant than the present. When the ratio falls the forward-looking data weakens relative to current"
X Link 2025-12-02T16:45Z 70.4K followers, 181.5K engagements

"Looks like growth is down more than value is up. Going to be a wild ride as these two lines cross over again"
X Link 2026-02-12T19:03Z 70.4K followers, [----] engagements

"Coffee drinkers celebrate. JUST IN 🚨: Coffee plunges to lowest price since July ☕📉 Congrats everyone we did it 🥳🫂 https://t.co/geqrCOXCic JUST IN 🚨: Coffee plunges to lowest price since July ☕📉 Congrats everyone we did it 🥳🫂 https://t.co/geqrCOXCic"
X Link 2026-02-17T17:35Z 70.4K followers, [----] engagements

"This is the relationship of the junkier Russell [----] small cap index versus the higher quality S&P [---] small cap index. Over a full cycle the S&P [---] has materially outperformed the Russell [----]. But from the [----] low to late [----] the junkier Russell [----] outperformed the profitable S&P [---]. Now the Russell [----] has started underperforming again as junk unwinds biotech wipes out and unprofitable tech implodes. I expect this ratio to continue falling well below the [----] low as higher quality profitable small caps outperform the junkier science projects"
X Link 2026-02-17T20:52Z 70.4K followers, [----] engagements

"Small caps (green S&P 600) have delivered the strongest cumulative forward earnings growth since [----]. Mid caps (blue S&P 400) were second. After peaking in [----] small caps fell meaningfully and mid caps corrected moderately due to rising rates and post-COVID malaise. Forward earnings are now making new highs in mid caps and breaking out in small caps. The common narrative that small caps are structurally broken is not supported by earnings data. The underperformance has largely been multiple compression not earnings collapse. Small/mid earnings have higher sensitivity to economic recovery"
X Link 2026-02-18T16:33Z 70.4K followers, [----] engagements

"Best investment letters ranked: [--]. Warren Buffett Berkshire Hathaway [--]. Howard Marks Oaktree Capital Memos [--]. Seth Klarman The Baupost Group [--]. Jamie Dimon JPMorgan Chase [--]. Prem Watsa Fairfax Financial [--]. Dan Loeb Third Point Management [--]. Jeremy Grantham GMO https://x.com/acquirersx/status/1022065440422547457 Which Are The Best Shareholder Letters For Investors ToRead https://t.co/j9QWyiqPm5 https://t.co/UB2h9VjLT6 https://x.com/acquirersx/status/1022065440422547457 Which Are The Best Shareholder Letters For Investors ToRead https://t.co/j9QWyiqPm5 https://t.co/UB2h9VjLT6"
X Link 2018-07-25T15:00Z 70.4K followers, [----] engagements

"Amigos Were launching a new podcast called The Acquirers Podcast. Its about finding undervalued stocks deep value investing hedge funds activism buyouts and special situations. https://acquirersmultiple.com/2019/03/introducing-the-acquirers-podcast/ https://acquirersmultiple.com/2019/03/introducing-the-acquirers-podcast/"
X Link 2019-03-08T17:00Z 70.4K followers, [---] engagements

"Hi I run a deep-value firm called Acquirers Funds We implement the Acquirer's Multiple in a liquid and tax- and capital-efficient way: Read the book: Hear the podcast: https://bit.ly/2Jnt03Q http://amzn.to/2zKnJLy https://acquirersmultiple.com/2019/05/introducing-acquirers-funds/ https://acquirersfunds.com/ https://bit.ly/2Jnt03Q http://amzn.to/2zKnJLy https://acquirersmultiple.com/2019/05/introducing-acquirers-funds/ https://acquirersfunds.com/"
X Link 2019-05-16T14:00Z 70.4K followers, [---] engagements

"No a decade of value underperforming hasn't affected me at all. Why do you ask"
X Link 2019-07-16T19:38Z 70.4K followers, [---] engagements

"My chat with Arquitos Capital's @Steven_Kiel about balance-sheet-to-income statement investing. We chat about: * Transition Companies * S1 And S3 Filings: A Great Source of Opportunities * A Buffett Partnership-Style Strategy * Charlie Munger was a Special Situation Investor Monday (Ep.48) The Acquirers Podcast: Steven Kiel Transition Cos Balance-Sheet-To-Income-Statement Investing Special Situations AndGraham https://t.co/ryzQX2ReNh https://t.co/ajNcq27ZwP Monday (Ep.48) The Acquirers Podcast: Steven Kiel Transition Cos Balance-Sheet-To-Income-Statement Investing Special Situations AndGraham"
X Link 2020-01-13T16:00Z 70.4K followers, [--] engagements

"Enticing: @rationalwalk https://t.co/c7cgt5u30Y @rationalwalk https://t.co/c7cgt5u30Y"
X Link 2020-03-06T21:07Z 70.4K followers, [---] engagements

"The Acquirers Podcast launched a year ago this week. First week had [----] downloads. This week saw [-----] downloads. Many thanks to @asxbites @BillBrewsterSCG @farnamjake1 guests and listeners (all [--] of you). https://acquirersmultiple.com/podcast/ https://acquirersmultiple.com/podcast/"
X Link 2020-03-12T14:00Z 70.4K followers, [---] engagements

"Belichick has Poor Charlie's Almanack Belichick's secret weapon @shaneparrish https://t.co/EPP0wEba0U Belichick's secret weapon @shaneparrish https://t.co/EPP0wEba0U"
X Link 2020-04-01T21:17Z 70.4K followers, [---] engagements

"On Buffett's $BRK no divvy policy: "Berkshire paid a $0.10 per share dividend to shareholders on January [--] [----]. Whats a dime of Berkshire worth today . Had Berkshire not paid the $101755 dividend the retained dividend would be worth $3.1 billion today." @ChrisBloomstran Chris Bloomstran (SAI): One Reason Why Berkshire Doesnt PayDividends https://t.co/H121DHFr68 https://t.co/uDz09CbQb9 Chris Bloomstran (SAI): One Reason Why Berkshire Doesnt PayDividends https://t.co/H121DHFr68 https://t.co/uDz09CbQb9"
X Link 2020-04-29T17:00Z 70.4K followers, [---] engagements

"My chat with the great @ChrisBloomstran on all things Buffett and Berkshire $BRK.B: * The Unappreciated Brilliance Of the Gen Re Transaction * Berkshire Shrinking Its Way To Profitability * Why Buffett Was So Somber at the Meeting * Analysis Of $BRK.B's Real Cash Reserves (Ep.67) The Acquirers Podcast: Christopher Bloomstran Tulip Mania Berkshire Buffett And Long-TermCompounding https://t.co/PwO95tfICa (Ep.67) The Acquirers Podcast: Christopher Bloomstran Tulip Mania Berkshire Buffett And Long-TermCompounding https://t.co/PwO95tfICa"
X Link 2020-05-18T15:00Z 70.4K followers, [--] engagements

"Tweedy Browne's top new buys from the 3-31-2019 portfolio ($2.15bb) Stock% Impact on Portfolio $ALV / Autoliv 2.4% $DAL / Delta Air Lines 1.2% $KOF / Coca-Cola FEMSA 1.0% $FOX / Fox Corporation 0.8% $BRK.B / Berkshire Hathaway 0.40% Tweedy Browne: Top Buys Top Sells (Q12020) https://t.co/a5f2EPp2QT Tweedy Browne: Top Buys Top Sells (Q12020) https://t.co/a5f2EPp2QT"
X Link 2020-06-09T17:00Z 70.4K followers, [--] engagements

""Buffetts right never bet against America the tailwind is too great. But he seems cautious. He has been bearish in the past. He was bearish in [----]. He gave a famous talk in Sun Valley and was essentially booed off the stage when he gave that talk." @JohnHuber72 Why Warren Buffett IsCautious https://t.co/LVNwxcQEBV Why Warren Buffett IsCautious https://t.co/LVNwxcQEBV"
X Link 2020-06-11T15:00Z 70.4K followers, [--] engagements

"@farnamjake1 @ChrisBloomstran Couldn't agree more: https://x.com/paulg/status/601821633385398273 https://x.com/paulg/status/601821633385398273"
X Link 2020-06-18T16:18Z 70.4K followers, [--] engagements

"Is Buffett's $AAPL position the greatest trade ever $36 billion cost basis $92 billion value today $56 billion in profit in a little over a year. Anything else come close on this scale"
X Link 2020-07-10T15:11Z 70.4K followers, [----] engagements

"Alright alright alright. https://acquirersmultiple.com/podcast/ https://acquirersmultiple.com/podcast/"
X Link 2020-07-20T21:49Z 70.4K followers, [---] engagements

"What's worse than a heartbreak"
X Link 2020-09-24T19:03Z 70.4K followers, [---] engagements

"Folks are impressively bulled up. Citi Panic/Euphoria Index. https://t.co/pTlVDyu3pg Citi Panic/Euphoria Index. https://t.co/pTlVDyu3pg"
X Link 2021-01-08T21:07Z 70.4K followers, [---] engagements

"I'm proud of all of you. Retail options speculation has hit an all-time high https://t.co/EncbEt38yQ Retail options speculation has hit an all-time high https://t.co/EncbEt38yQ"
X Link 2021-01-20T00:17Z 70.4K followers, [---] engagements

"Don't have the source but too good not to share: h/t @stumckellar"
X Link 2022-01-11T21:10Z 70.4K followers, [---] engagements

"Any day now"
X Link 2022-05-16T18:16Z 70.4K followers, [---] engagements

"This is interesting: Today is a great day to buy stocks: https://t.co/YNsbqGGlhr Today is a great day to buy stocks: https://t.co/YNsbqGGlhr"
X Link 2022-11-02T19:22Z 70.4K followers, [---] engagements

""What happens is you get a March [----] or you get a 2008-2009 when everything gets cheap. There youve got to figure out if you really want to bring in a wish list company or are you good with what youve got." @ChrisBloomstran Chris Bloomstran: Dont Screw Around With A 1% Position If You Know The Business & ItsValuation https://t.co/2rRK6IEXF3 Chris Bloomstran: Dont Screw Around With A 1% Position If You Know The Business & ItsValuation https://t.co/2rRK6IEXF3"
X Link 2022-12-08T18:00Z 70.4K followers, [--] engagements

"EBIT/EV value spread has blown out to a new all-time high"
X Link 2023-02-07T17:27Z 70.4K followers, 185.9K engagements

"Fellow EBIT/EV value dorks. The value spread is wider. All-time widest"
X Link 2023-03-08T16:50Z 70.4K followers, 188.2K engagements

"Value: After Hours with @farnamjake1 and @ChrisBloomstran is LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AUS Watch it on the Acquirers Podcast channel: Turn on notifications to the channel to be sent a reminder. https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg"
X Link 2023-03-28T15:43Z 70.4K followers, 35.7K engagements

"I'm starting a thread on recession indicators. Throw your best charts below. The LMI (logistics manager index) hit an all time low - down to [----] in May from [----] in April - highlighting a quiet implosion of activity occurring in the freight sector as the economy slows down. https://t.co/108C74FSd0 The LMI (logistics manager index) hit an all time low - down to [----] in May from [----] in April - highlighting a quiet implosion of activity occurring in the freight sector as the economy slows down. https://t.co/108C74FSd0"
X Link 2023-06-06T16:30Z 70.4K followers, 368.3K engagements

"$NVDA EV/EBIT 208x Good luck"
X Link 2023-06-14T19:52Z 70.4K followers, 243K engagements

""The last time Nasdaq/Russell [----] traded here was March [----] - the very peak of the dotcom bubble." 'Value' Stocks Puked 'Growth' Gains As Heavy Flow Hammers Bonds https://t.co/q1R3Yk8OIx 'Value' Stocks Puked 'Growth' Gains As Heavy Flow Hammers Bonds https://t.co/q1R3Yk8OIx"
X Link 2023-09-05T20:04Z 70.4K followers, 336K engagements

"The 10-3 inversion is slowly un-inverting in from [-----] in May / June to [-----] yesterday the tightest it's been since March. 10-3 inversions have preceded the last eight recessions but it is the un-inversion that most immediately precedes the declaration of a recession. The average time from inversion to recession is [--] months which would be late October this year. The length of the inversion correlates with the length of the recession. This has been an unusually long inversion and may suggest an unusually long recession ahead"
X Link 2023-09-20T16:55Z 70.4K followers, 114.5K engagements

""The Russell [----] finished September [----] with a 2.4% 5-year annualized returna performance nearly identical to its year-to-date result through the end of 3Q23 and evidence of just how underwhelming recent returns have been for the small-cap index. . Yet the average price to earnings ratio for the Russell [----] five years ago on 9/30/18 was 18.4xclose to its long-term average of 18.1xversus 12.5x at 9/30/23. While returns have stalled multiples have compressed creating a considerable number of buying opportunities." -Royce"
X Link 2023-10-02T19:05Z 70.4K followers, 139.9K engagements

""It wasn't brains that got me here." Bank of America's unrealized losses on held-to-maturity securities now exceed $130 Billion https://t.co/jZaCUGXObl Bank of America's unrealized losses on held-to-maturity securities now exceed $130 Billion https://t.co/jZaCUGXObl"
X Link 2023-10-17T20:13Z 70.4K followers, 82.6K engagements

"Mids and Smalls are cheap. Both have only been cheaper on a handful of occasions over the last [--] years. US Mid-Caps: Just 12.2x Forward Earnings Estimates https://t.co/Ltxn6D9AFs https://t.co/XHJj3LoxtJ US Mid-Caps: Just 12.2x Forward Earnings Estimates https://t.co/Ltxn6D9AFs https://t.co/XHJj3LoxtJ"
X Link 2023-10-31T23:17Z 70.4K followers, 72.8K engagements

"Ouch. That's quite a divergence"
X Link 2024-02-05T21:48Z 70.4K followers, 78.7K engagements

"Value: After Hours with @ChrisBloomstran and @farnamjake1 on: * Chinas Demographics * Market Frothiness: A 2021-Like Bubble * Low-Debt High-Yield Strategy: Beating the S&P [---] with Selective Investing * The Hidden Cost of Share Repurchases: Are Investors Getting a Raw Deal * Buffetts Cash Reserves: Buffer Against BNSF Weakness and Retail Slump * Costco: A Great Business But Overvalued at [--] Times Earnings * Can Profit Margins Recover: Potential for 7.5% Annual Returns * Beyond the Mag 7: Limited Upside Potential * Buyback Blitz: Is Apple Following the Right Playbook * The Munger Effect: How"
X Link 2024-03-18T15:15Z 70.4K followers, 51.2K engagements

"Here we go. $BRK [----] General Meeting"
X Link 2024-05-04T15:11Z 70.4K followers, 29.1K engagements

""The good news for valuation-conscious investors is there is plenty of value outside of the mega-cap stocks. Valuations for small and mid cap stocks are still pretty cheap. They are far less expensive now than they were before the pandemic. Maybe theres a reason for that but stocks dont get cheap for no reason." @awealthofcs"
X Link 2024-11-19T17:26Z 70.4K followers, 17.7K engagements

"Yep that's all of them. The last remaining value investors https://t.co/PDHh7uZjSy The last remaining value investors https://t.co/PDHh7uZjSy"
X Link 2024-12-20T15:47Z 70.4K followers, 30.8K engagements

"Buffett and Berkshire expert and value investor @ChrisBloomstran joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 4.30am AUS Watch it on the Acquirers Podcast channel: Subscribe to be sent a reminder: https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg"
X Link 2025-03-18T15:34Z 70.4K followers, 28.3K engagements

"Value stocks (low p/cf) have outperformed Expensive stocks (high p/cf) by 18x since [----] but have underperformed by [--] percent since June 2014"
X Link 2025-08-01T17:55Z 70.4K followers, 40.2K engagements

""Big tech CapEx as percentage of EBITDA is now running at 50%-70% which is similar to AT&Ts 72% at the peak of the [----] telecom bubble and Exxons 65% at the peak of the [----] energy bubble. Historically companies experiencing higher capital intensity tend to be structurally poor investments. In other words AI CapEx has already caught up to prior bubble levels even after adjusting for big techs initial high margins." Some great charts in this piece from @GQGPartners: "Todays market particularly in the tech sector exhibits dotcom-era overvaluation with lofty multiples slower earnings growth and"
X Link 2025-09-16T19:47Z 70.4K followers, 168.1K engagements

"The gold-to-oil ratio compares the value of an ounce of gold to the value of a barrel of oil indicating whether gold is expensive or cheap relative to oil and signaling the overall health and mood of the global economy. A high ratio means gold is relatively expensive and oil is relatively cheap suggesting increased demand for gold as a safe-haven asset during periods of uncertainty or economic slowdown. Conversely a low ratio signifies that gold is cheap compared to oil which can point to high economic demand for energy or a shift towards riskier assets. Rising Ratio: When an ounce of gold"
X Link 2025-09-24T20:07Z 70.4K followers, 66.4K engagements

"This chart compares the performance of S&P [---] High Beta stocks ($SPHBI) versus Low Volatility stocks ($SPLVI) from 2006-2025 along with their relative performance ratio and momentum indicators. High Beta stocks have outperformed Low Volatility stocks over this period. The Ratio Pattern (in the middle panel): The red-and-black line showing High Beta/Low Volatility reveals distinct market cycles: * 2008-2009: Ratio collapsed during the financial crisis as investors fled to safety * 2020: Similar sharp drop during COVID uncertainty * Current: Ratio at [----] near multi-year highs indicating"
X Link 2025-09-25T15:00Z 70.4K followers, 10.9K engagements

"Oof. https://t.co/Tx4lB93SUZ https://t.co/Tx4lB93SUZ"
X Link 2025-09-30T15:28Z 70.4K followers, 42.6K engagements

"Ouch. Profitable small caps taken behind the woodshed again"
X Link 2025-10-10T22:43Z 70.4K followers, [----] engagements

"According to @DanielYergin we are in Stage 3-4 of the historical oil market cycle: * Low capital spending and M&A phase nearly complete * Currency debasement and inflation phase starting Next phases (56) likely involve geopolitical conflict new demand sources and a major oil price surge before another collapse resets the system. In short the historical petroleum cycle suggests were entering an inflationary tightening-supply phase that precedes a multi-year oil bull market and likely broader commodity revaluation. @DanielYergin was recently on the Odd Lots podcast with @tracyalloway and"
X Link 2025-10-27T16:50Z 70.4K followers, 67.6K engagements

"$IWM Top [--] holdings. You will never find a more wretched hive of scum and villainy"
X Link 2025-10-29T15:40Z 70.4K followers, 291K engagements

"The Fama-French investment factor. Chart shows the total return of stocks of high-investment companies relative to low-investment companies from [----] to [----]. In the Fama-French five-factor model the Investment factor (CMA Conservative Minus Aggressive) captures this effect: * Conservative firms (low capital expenditures and asset growth) outperform * Aggressive firms (high capex and asset growth) underperform. Early 1970s (Nifty Fifty era): High-investment growth stocks (e.g. big industrials and conglomerates) surged outperforming low-investment firms by 50%. Post-1973 crash: Performance"
X Link 2025-11-02T17:58Z 70.4K followers, 111K engagements

"S&P [---] Earnings Per Share. 12-month real earnings per share inflation adjusted constant September [----] dollars. Peak was [------] in December 2021"
X Link 2025-11-05T16:35Z 70.4K followers, 216.4K engagements

""I said 'The S&P 500's earnings per share are down since December 2021.'" S&P [---] Earnings Per Share. 12-month real earnings per share inflation adjusted constant September [----] dollars. Peak was [------] in December [----]. https://t.co/9mpuKvdg3D S&P [---] Earnings Per Share. 12-month real earnings per share inflation adjusted constant September [----] dollars. Peak was [------] in December [----]. https://t.co/9mpuKvdg3D"
X Link 2025-11-06T20:41Z 70.4K followers, 199.5K engagements

"Top [--] holdings in the Low Volatility (boring) index"
X Link 2025-12-12T16:37Z 70.4K followers, 27.6K engagements

"Small- and mid-caps are as cheap relative to large-caps as they were at the bottom of the Dot-Com bust the GFC and COVIDand every prior occurrence led to years of SMID outperformance. [--]. Valuations (P/E ratios) are at historic discounts Small-caps at 0.68x the S&P 500s P/E is recession trough cheap without a recession. [--]. Earnings (fundamentals) do not justify the discount Forward earnings have stabilized and are growing across [---] and [---]. [--]. Price performance vs. large-caps is at 30-year lows This indicates a cyclical extreme typically followed by multi-year reversals. [--]. Expected forward"
X Link 2025-12-15T18:00Z 70.4K followers, 56.9K engagements

"This is the Silver-to-Oil Ratio (typically silver price per ounce divided by crude oil price per barrel) from the late 1980s to mid-2010s. Shaded regions represent U.S. recessions. Peaks correspond to monetary stress inflation volatility or oil collapses Look at the major spikes: * 1970s inflation shocks Silver prices exploded oil lagged until the mid-70s. The ratio hit 0.81.2 the highest ever. * [----] spike Silver went parabolic during the Hunt Brothers squeeze. Oil had not yet moved. Massive ratio spike then a decade-long collapse. * [------] financial crisis Oil crashed from $147 $30 while"
X Link 2025-12-15T23:59Z 70.4K followers, 14.1K engagements

"The oil-to-gold ratio has collapsed to historic lows The ratio is now around [----] meaning one ounce of gold buys [---] barrels of oil one of the lowest readings in the entire dataset. Past major lows: * [----] (Asian crisis / oil glut) * [------] (post-Tech Crash recession) * [----] (GFC demand collapse) * [----] (COVID shock) * [------] (current episode) Each of those lows corresponded to extreme undervaluation of oil versus gold and preceded multi-year rebounds in energy equities and the crude price itself. The ratio mean-reverts violently Every time the ratio enters the 0.010.02 zone: Forward [--] year"
X Link 2025-12-17T18:13Z 70.4K followers, 231.9K engagements

"Similarly the riskier High Beta index has been outperforming the boring Low Volatility index. This is likely due to the composition of the High Beta index which as my amigo @QuietProsperity points out holds the profitable semi complex while Low Volatility holds some expensive staples/industrials etc. One small area of concern is the behavior of the junkier Russell [----] $IWM against the higher quality S&P [---] $VIOO. https://t.co/VWYbZHvXUz One small area of concern is the behavior of the junkier Russell [----] $IWM against the higher quality S&P [---] $VIOO. https://t.co/VWYbZHvXUz"
X Link 2026-01-14T18:06Z 70.4K followers, [----] engagements

"For decades Japan has been the worlds cheapest source of long-duration capital. We are seeing the end of 40-year falling rate tailwind. Markets no longer believe Japan can permanently suppress long-term rates without cost. If Japanese long rates reset upward global required returns rise US equities and other long-duration assets re-price.down. Dear lord 😳 https://t.co/56mAYvJh9j Dear lord 😳 https://t.co/56mAYvJh9j"
X Link 2026-01-20T23:40Z 70.4K followers, 19.8K engagements

"Oil peaked in [----] at $140 and has fallen sideways since to $60 today. In hard-money gold terms oil has been deflating for decades. This is a new regime. In the old regime E&Ps required rising real oil prices to survive In the new world winners are defined by: * Low maintenance capex * High FCF conversion * Balance-sheet optionality Willingness to shrink (or not grow) Energy equities are no longer a bet on oil inflation. Theyre a bet that management behavior stays rational even as real oil prices keep falling. https://twitter.com/i/web/status/2013982918046335210"
X Link 2026-01-21T14:32Z 70.4K followers, 25.8K engagements

"I don't get it. Even if you exclude the "single extreme outlier" valuations form the dot com era valuations remain strongly predictive (over [--] years +). R2 is 76% according to the chart so valuations explain 76% of the returns over the next [--] years. * Starting cheaper still leads to higher long-term returns * Starting expensive still leads to lower long-term returns What am I missing "Some believe market valuations are highly predictive of forward returns. Were skeptical . In our own work we found the underlying data to be heavily influenced by a single extreme outlier: the dot-com era from"
X Link 2026-01-21T22:35Z 70.4K followers, 31.5K engagements

"This chart (from VettaFi / Advisor Perspectives) tracks how expensive the U.S. stock market is relative to its own history using a composite of four valuation measures expressed as a percent deviation from their long-term geometric means. Each line item measures valuation a bit differently but all are normalized to history: * Crestmont P/E inflation-adjusted earnings vs price * Cyclically-Adjusted P/E (10-yr CAPE) smooths the earnings cycle * Q Ratio (Tobins Q) market value vs replacement cost * Market price vs long-term regression trend These four are combined into a geometric average which"
X Link 2026-01-22T18:00Z 70.4K followers, 10.7K engagements

"Microcap maven @iancassel joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 6.30pm UTC / 5.30am AEDT Watch it on the Acquirers Podcast channel: Subscribe to be sent a reminder: https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg"
X Link 2026-01-27T15:46Z 70.4K followers, 10.6K engagements

"WTI oil turned up in mid-December but is continuing to be crushed by gold. The gold:oil ratio today is at historic secular lows. Oil has had violent cyclical spikes (19992008 20212022). Could another be around the corner"
X Link 2026-01-29T16:57Z 70.4K followers, [----] engagements

"Post-COVID inflation by components. Pure coincidence there was a simultaneous bump in every category. What drove COVID inflation I guess we'll never know. https://t.co/clnJeXpihu What drove COVID inflation I guess we'll never know. https://t.co/clnJeXpihu"
X Link 2026-01-29T19:11Z 70.4K followers, [----] engagements

"This week in value: Pzena Investment Management Q4 [----] Commentary: Finding Value in a Momentum-driven Market (Pzena) Causeway International & Global Value Q4 [----] Webcast (CI) Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix (WealthTrack) 18th Annual Pershing Square Value Investing and Philanthropy Challenge (Columbia) Weekly Investing Roundup News Podcasts Interviews (01/30/2026) Read the full roundup here : https://t.co/lgYkQ36M6M https://t.co/FlUncOZGtA Weekly Investing Roundup News Podcasts Interviews (01/30/2026) Read the full roundup here :"
X Link 2026-01-30T15:43Z 70.4K followers, [----] engagements

"Our chat with @iancassel on: * Why Even Elite Investors Are Only Right Half the Time * Letting Winners Run: The Difference Between 20% Gains and 1000% Returns * Rabbits Assassins and Hunters: How Investors Really Lose Money * The Four Idols of Investing: Money Power Pleasure and Honor * Ian Cassel on Acquiring Planet MicroCap and Building the Microcap Flywheel * Why Microcaps Are Outperforming in [----] And Why That Might Be a Warning Sign * Should More Small Businesses Go Public The Real Costs and Benefits of Being Public * Gold Copper AI and Data Centers: Whats Driving Microcap Winners Right"
X Link 2026-02-02T16:14Z 70.4K followers, 14.5K engagements

"@FriendlyCapMgmt It's the most likely outcome based on [---] years of data and it has turned since mid Q4 last year but only fools and fanatics are certain"
X Link 2026-02-06T18:42Z 70.4K followers, [--] engagements

"@richard_hurtz87 Unlikely. Even so the risk:reward ratio is better and that's all I care about"
X Link 2026-02-06T20:36Z 70.4K followers, [--] engagements

"Our chat with @SFarringtonBKC on: * Small-Cap Value Stocks Are Beating Growth Again Is the Rotation Real * Will AI Kill Software Stocks Why Value Investors Arent Convinced * Why Consumer Stocks Could Rally: Tax Cuts Wages and the Yee-Haw Economy * The $75 Trillion Baby Boomer Wealth Shift Investment Opportunities Ahead * Is AI a Bubble or the Next Economic Revolution Investors Debate the Future * Manufacturing Recession Explained: Interest Rates Inflation and the 3-Year Freeze * Newell Brands Stock Turnaround: Insider Buying Brand Power and Value Potential * Life Settlement Investing"
X Link 2026-02-09T16:12Z 70.4K followers, [----] engagements

"Buffett's a genius. Nice analysis of the BNSF purchase a decade on: "Buffett paid $34bn took out $31bn in dividends and is left with +$100bn in value. " Already owned 20% so paid $26bn for the shares he didn't own + the company issued $8bn in bonds"
X Link 2019-01-15T19:01Z 70.4K followers, [---] engagements

"My chat with Michael @profplum99 Green of Logica Funds. We discuss: * Michael's thesis on the risk to the market from passive * How Michael shorted XIV * When Will Value Investing Recover * What Makes Chuck Royce Such A Phenomenal Investor (Ep.55) The Acquirers Podcast: Michael Green Passive Agro Passive Risks To The Market Shorting XIV And Whats A Value Guy ToDo https://t.co/uUDIzabYY9 https://t.co/egZkFvYFBm (Ep.55) The Acquirers Podcast: Michael Green Passive Agro Passive Risks To The Market Shorting XIV And Whats A Value Guy ToDo https://t.co/uUDIzabYY9 https://t.co/egZkFvYFBm"
X Link 2020-03-02T16:00Z 70.4K followers, [--] engagements

"Gangster maneuver. SAUDIS TAKE BIG STAKES EUROPEAN OIL COMPANIES - WSJ SAUDIS TAKE BIG STAKES EUROPEAN OIL COMPANIES - WSJ"
X Link 2020-04-08T23:32Z 70.4K followers, [---] engagements

"I had fun chatting to @marketplunger1 on the Macro Ops podcast. Check it out here: https://macro-ops.com/research-value/#podcast https://macro-ops.com/research-value/#podcast"
X Link 2020-06-29T14:00Z 70.4K followers, [--] engagements

""I bought into Icahn Enterprises $IEP in [----] thinking I was bottom fishing Carl Icahn. I paid $9 when it was $13 of net cash and $10 of RE. [--] years go by and the stock hasnt moved. In [----] it went from [--] to [---]. [--] years of misery turned into a 10-year 20% CAGR." -Mittleman Bottom Fishing CarlIcahn https://t.co/wKF8iJ3ZYs Bottom Fishing CarlIcahn https://t.co/wKF8iJ3ZYs"
X Link 2020-08-19T15:00Z 70.4K followers, [---] engagements

"Who's your favorite investor not named Buffett For me it's Walter Schloss. He didn't go to college borrowed his copies of Value Line had no assistants and walked home at 4:30pm every day. He averaged 16% for [--] years from [----] beating the market by 6% a year. Value After Hours (S03 E47): Taylor Brewster and Carlisle discuss their Favorite Non-Buffett Investor. https://t.co/KnJUtuOsQa https://t.co/bq97Rx6CXA Value After Hours (S03 E47): Taylor Brewster and Carlisle discuss their Favorite Non-Buffett Investor. https://t.co/KnJUtuOsQa https://t.co/bq97Rx6CXA"
X Link 2021-12-15T16:00Z 70.4K followers, [---] engagements

"Bear markets [----] to present. Median decline was 38% and lasted [--] months. Average decline was 40% and lasted [--] months"
X Link 2022-06-21T16:30Z 70.4K followers, [---] engagements

"A truly remarkable run in boring old $DDS since Ted Weschler one of Buffett's two investing lieutenants revealed a [--] percent personal stake in Q3 [----]. Time and Patience"
X Link 2024-05-07T15:26Z 70.4K followers, 149.9K engagements

"20 worst performers in the S&P [---] (YTD)"
X Link 2025-09-26T14:28Z 70.4K followers, 51.1K engagements

"Best performing group YTD Nasdaq no revenues . . . . . . Worst performing group YTD Profitable small/mid caps Best performing group YTD . . . Nasdaq no revenues Not a joke (via @TheIdeaFarm) https://t.co/mjaifocDQc https://t.co/8ljjcmGutw Best performing group YTD . . . Nasdaq no revenues Not a joke (via @TheIdeaFarm) https://t.co/mjaifocDQc https://t.co/8ljjcmGutw"
X Link 2025-10-20T17:43Z 70.4K followers, 103.1K engagements

"Silver / Gold ratio showing classic late-cycle monetary stress behavior"
X Link 2026-01-23T19:11Z 70.4K followers, 27.8K engagements

"CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"
X Link 2026-02-06T23:45Z 70.4K followers, [----] engagements

"I enjoyed chatting to @bogumil_nyc on Talking Billions: TALKING BILLIONS: Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: [--] Laws of Strategic Advantage Behind Buffett's Success Episode Sponsor: @fiscal_ai is a modern data terminallink in show notes for a two-week free trial plus 15% off Warren Buffett isn't https://t.co/O1BaxbrVrc TALKING BILLIONS: Tobias Carlisle: Warren Buffett as Warrior: What Sun Tzu Teaches Us: [--] Laws of Strategic Advantage Behind Buffett's Success Episode Sponsor: @fiscal_ai is a modern data terminallink in show notes for a two-week free trial"
X Link 2026-02-09T22:26Z 70.4K followers, [----] engagements

"Infrastructure investor @JDHatfield_ICAP joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 6.30pm UTC / 5.30am AEDT Watch it on the Acquirers Podcast channel: Subscribe to be sent a reminder: https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg"
X Link 2026-02-10T16:05Z 70.4K followers, [----] engagements

"Red line = actual price index Top: S&P [---] Middle: S&P [---] (mid-caps) Bottom: S&P [---] (small-caps) "Blue Angel" lines = implied price levels if the market trades at different forward P/E multiples applied to forward earnings Labeled on the right: [--] [--] [--] [--] The blue lines move because earnings move * Collapse in [----] earnings reset * Surge [----] reopening + stimulus * Compression [----] margin + rate shock * Stabilization [------] nominal GDP grind S&P [---] * Trading roughly between [--] and [--] forward * Historically rich but not 2000-style insane * Implicit assumption: rates fall or margins stay"
X Link 2026-02-10T16:46Z 70.4K followers, [----] engagements

"This chart tracks the percentage of total S&P [---] market capitalization accounted for by the top five companies daily from the early 1970s to [----]. Blue line: % of S&P [---] market cap in the top [--] names Red shaded areas: S&P [---] bear markets Labels show which companies made up the top five at each peak and their combined share. https://twitter.com/i/web/status/2021668283959980441 https://twitter.com/i/web/status/2021668283959980441"
X Link 2026-02-11T19:30Z 70.4K followers, [----] engagements

"Twitter is what happens if the blog post is removed from the blog leaving only the comment section"
X Link 2018-07-27T15:38Z 70.4K followers, [---] engagements

"50 of the best investing books of all time: [--]. Poor Charlies Almanack Peter Kaufman [--]. Margin of Safety Seth Klarman [--]. The Intelligent Investor Benjamin Graham [--]. The Most Important Thing Howard Marks [--]. Value Investing: From Graham to Buffett and Beyond Bruce Greenwald [--] Of The Best Investing Books Of AllTime https://t.co/Z71xipiyWa https://t.co/0LP3WJGmmy [--] Of The Best Investing Books Of AllTime https://t.co/Z71xipiyWa https://t.co/0LP3WJGmmy"
X Link 2018-08-06T15:00Z 70.4K followers, [---] engagements

"Charles Mungers [--] Books That Every Investor Should Read: [--]. Influence (Robert Cialdini) [--]. In The Plex: How Google Thinks (Steven Levy) [--]. The Greatest Trade Ever (Gregory Zukerman) [--]. Poor Charlies Almanack (Charles Munger) [--]. The Outsiders (William Thorndike) Charles Munger: [--] Books That Every Investor ShouldRead https://t.co/0QpKJ03fHv https://t.co/xFribYXCpD Charles Munger: [--] Books That Every Investor ShouldRead https://t.co/0QpKJ03fHv https://t.co/xFribYXCpD"
X Link 2018-08-20T15:00Z 70.4K followers, [---] engagements

"Incredible. 148-page compendium of wisdom from many famous investors. Keynes Simpson Keogh Richard Chandler Dreman Chanos Akre Ruane Zell Pzena Montier Grantham Greenblatt Schloss Templeton Buffett Graham Klarman Marks Munger Fisher. Likely by @pcordway Someone (who) shared this thick 148-page compendium of wisdom from many famous investors https://t.co/Opkmi0oZRe https://t.co/qGJbqQUSc9 Someone (who) shared this thick 148-page compendium of wisdom from many famous investors https://t.co/Opkmi0oZRe https://t.co/qGJbqQUSc9"
X Link 2018-09-04T17:41Z 70.4K followers, [---] engagements

"After Marky Mark released his daily workout regime I've had a lot of people asking how I stay so Twitter fit. Here it is:"
X Link 2018-09-13T21:05Z 70.4K followers, [---] engagements

"Nassim Taleb's book recommendations. Taken from his writings interviews and lectures and Amazon reviews: [--] Seeking Wisdom (Bevelin) [--] The Opposing Shore (Gracq) [--] The Tartar Steppe (Buzzati) [--] Why Stock Markets Crash (Sornette) [--] A Guide to Econometrics (Kennedy) Nassim Taleb: [--] Books That Every Investor ShouldRead https://t.co/ndiEttgWK3 https://t.co/8D9mBJP8vS Nassim Taleb: [--] Books That Every Investor ShouldRead https://t.co/ndiEttgWK3 https://t.co/8D9mBJP8vS"
X Link 2018-10-15T15:00Z 70.4K followers, [---] engagements

"The [--] best books on investor psychology: [--] Thinking Fast and Slow Kahneman [--] The Little Book of Behavioral Investing Montier [--] Misbehaving: The Making of Behavioral Economics Thaler [--] Predictably Irrational Ariely [--] Fooled by Randomness Taleb [--] Of The Best Books On Investor Psychology AllTime https://t.co/SewqAwpr9u https://t.co/jDcKHGU7XR [--] Of The Best Books On Investor Psychology AllTime https://t.co/SewqAwpr9u https://t.co/jDcKHGU7XR"
X Link 2018-11-26T16:00Z 70.4K followers, [---] engagements

"Buffett at 1:47: My partner Charlie says there is only three ways a smart person can go broke: liquor ladies and leverage. Now the truth is the first two he just added because they started with L Its leverage. https://acquirersmultiple.com/2019/01/warren-buffett-there-is-only-three-ways-a-smart-person-can-go-broke/ https://acquirersmultiple.com/2019/01/warren-buffett-there-is-only-three-ways-a-smart-person-can-go-broke/"
X Link 2019-01-23T16:00Z [--] followers, [---] engagements

"Last night my 5-year old asked if Punxsutawney Phil had any natural "creditors" (predators). Possibly I'm talking too much finance at home"
X Link 2019-02-01T17:29Z 70.4K followers, [---] engagements

"@Andrew_M_Nelson I don't see the weed. $TLRD is Tailored Brands the old $JOSB and $MW"
X Link 2019-05-29T19:37Z 70.4K followers, [--] engagements

"Deep value investors: Conference Call Fit: New revolutionary training program to prepare you for business life https://t.co/A5UI7rU39Z Conference Call Fit: New revolutionary training program to prepare you for business life https://t.co/A5UI7rU39Z"
X Link 2019-09-04T16:12Z 70.4K followers, [---] engagements

"The Investor's Manifesto from Azvalor Asset Management. A good list"
X Link 2019-11-08T11:34Z 70.4K followers, [---] engagements

""Theres an 18-month waitlist to buy a Ferrari. A billionaire cant stroll into a store and buy one. If you get to the front of the line and say 'It's a recession. Im going to wait' you never get back on the list. Its the most recession-resistant car company." @IntrinsicInv Ferrari The Billionaires Club The Ultimate IdiosyncraticBusiness https://t.co/hkfiHjM2Oc https://t.co/huQdHT3poQ Ferrari The Billionaires Club The Ultimate IdiosyncraticBusiness https://t.co/hkfiHjM2Oc https://t.co/huQdHT3poQ"
X Link 2019-11-29T17:00Z 70.4K followers, [---] engagements

"What is the advice you have for investors in [----] @iancassel's response: Source: https://www.morningstar.in/posts/56147/investing-insights-2020.aspx https://www.morningstar.in/posts/56147/investing-insights-2020.aspx"
X Link 2019-12-31T16:34Z 70.4K followers, [---] engagements

"A negative-value fund composed of the shares of stocks with negative tangible book value would have beaten the main US stock market represented by the Russell [----] Index by 24% over the last [--] years. That outperformance has almost all happened since the financial crisis. capitalists without capital are ruling capitalism via @johnauthers https://t.co/TEVUlejzdx https://t.co/g7Vxp3B6yM capitalists without capital are ruling capitalism via @johnauthers https://t.co/TEVUlejzdx https://t.co/g7Vxp3B6yM"
X Link 2020-01-10T21:04Z 70.4K followers, [---] engagements

"Happy Valentines"
X Link 2020-02-14T17:30Z 70.4K followers, [---] engagements

"Market at all-time highs = buybacks full-steam ahead Market off 20% = buybacks cut in half "Coronavirus may threaten companies buyback plans.Companies authorized $122 billion in future buybacks through February marking nearly 50% drop from same period a year ago and representing slowest pace in three years" https://t.co/YZKU3WHEix https://t.co/maoAoR4Qv0 "Coronavirus may threaten companies buyback plans.Companies authorized $122 billion in future buybacks through February marking nearly 50% drop from same period a year ago and representing slowest pace in three years" https://t.co/YZKU3WHEix"
X Link 2020-03-11T22:29Z 70.4K followers, [---] engagements

"Watch the "E." The trailing 12-month P/E ratio for $SPX is [----]. which is below the 5-year average (19.9) and below the 10-year average (17.6). https://t.co/fLSHWwAiaQ https://t.co/EAVfZ1FMJ8 The trailing 12-month P/E ratio for $SPX is [----]. which is below the 5-year average (19.9) and below the 10-year average (17.6). https://t.co/fLSHWwAiaQ https://t.co/EAVfZ1FMJ8"
X Link 2020-03-29T21:07Z 70.4K followers, [---] engagements

"Seven lessons for surviving as an investor by @iancassel : [--]. Cash Is King [--]. Cut Your Ego And Cut Expenses [--]. Control Your Emotions [--]. Create Your Wish List/Buy List [--]. Sell The Weak [--]. Stop Trying To Pick A Bottom [--]. Get More Diversified Ian Cassel: [--] Lessons For Surviving As AnInvestor https://t.co/e4BOvoo3ue https://t.co/mrpEZri2Bs Ian Cassel: [--] Lessons For Surviving As AnInvestor https://t.co/e4BOvoo3ue https://t.co/mrpEZri2Bs"
X Link 2020-04-23T18:00Z 70.4K followers, [---] engagements

"To more fully recreate the $BRK.B experience I woke up before dawn and lined up outside my front door: TODAY: @YahooFinance is the exclusive online host of the [----] Berkshire Hathaway Annual Shareholders Meeting Tune in at [--] PM ET to watch: https://t.co/HsauIvC6t6 #YFBuffett https://t.co/9sWncDAnht TODAY: @YahooFinance is the exclusive online host of the [----] Berkshire Hathaway Annual Shareholders Meeting Tune in at [--] PM ET to watch: https://t.co/HsauIvC6t6 #YFBuffett https://t.co/9sWncDAnht"
X Link 2020-05-02T16:21Z 70.4K followers, [---] engagements

"Manhattan is so beautiful in the spring"
X Link 2020-05-05T22:26Z 70.4K followers, [----] engagements

"Buffett's not slowing down. Everything must go. Berkshire Hathaway subsidiaries sold nearly half a million shares of U.S. Bancorp on Monday and Tuesday. Buffetts firm now owns a stake of less than 10% in the bank. https://t.co/B7PwUA5LxB Berkshire Hathaway subsidiaries sold nearly half a million shares of U.S. Bancorp on Monday and Tuesday. Buffetts firm now owns a stake of less than 10% in the bank. https://t.co/B7PwUA5LxB"
X Link 2020-05-13T21:32Z 70.4K followers, [---] engagements

"It was planted the last time value outperformed. The oldest olive tree in the world. Its age is estimated to be from the Minoan times in 1350-1100 BC. It is located in Kavousi Crete Greece. https://t.co/oWK5vbDniC The oldest olive tree in the world. Its age is estimated to be from the Minoan times in 1350-1100 BC. It is located in Kavousi Crete Greece. https://t.co/oWK5vbDniC"
X Link 2020-05-14T15:10Z 70.4K followers, [----] engagements

"100% this is P.R. placement by Robinhood. Can't believe CNBC just ran it. And you can find some variation of this on Forbes every. single. day. One 26-year-old Robinhood trader made $1500 in less than [--] hours betting on a beaten-down airline stock. https://t.co/kbynNGvAiH One 26-year-old Robinhood trader made $1500 in less than [--] hours betting on a beaten-down airline stock. https://t.co/kbynNGvAiH"
X Link 2020-06-09T22:42Z 70.4K followers, [---] engagements

"Nothing but a worry: German group scraps deep value fund Asset management firm pulls plug on strategy after realising aviation and oil were cheap for a reason. ha ha ha https://citywireselector.com/news/nothing-but-a-worry-german-group-scraps-deep-value-fund/a1369063ref=citywire_global_latest_news_list https://citywireselector.com/news/nothing-but-a-worry-german-group-scraps-deep-value-fund/a1369063ref=citywire_global_latest_news_list"
X Link 2020-06-22T22:05Z 70.4K followers, [---] engagements

"Bill Ackman's core principles. Invest in: * simple * predictable * FCF generative * dominant companies * large barriers to entry * earn high returns on capital * limited exposure to extrinsic risk we cant control * dont need capital to survive * have excellent mgt Bill Ackman: Engrave Your Investment Principles In Stone And Stick ToThem https://t.co/feoHWvwfgC Bill Ackman: Engrave Your Investment Principles In Stone And Stick ToThem https://t.co/feoHWvwfgC"
X Link 2020-06-25T18:00Z 70.4K followers, [---] engagements

"My chat with @CliffordAsness on systematic value investing: * Do Fundamentals Still Matter * Does Price-To-Book Still Work * A Correlation Between Value Investing And Interest Rates * Investing Parallels Between Today and The Late 1990s * Value Works And Random Doesnt (Ep.74) The Acquirers Podast: Cliff Asness Cliffs Perspective Systematic Value. Do FundamentalsMatter https://t.co/Q2cNALSQKe (Ep.74) The Acquirers Podast: Cliff Asness Cliffs Perspective Systematic Value. Do FundamentalsMatter https://t.co/Q2cNALSQKe"
X Link 2020-07-06T15:00Z 70.4K followers, [---] engagements

"Q. What is the number one investing podcast in Kazakhstan A. The Acquirers Podcast"
X Link 2020-07-07T19:00Z 70.4K followers, [---] engagements

"Top. ELON MUSK PASSES WARREN BUFFETT ON BILLIONAIRES RANKING ELON MUSK PASSES WARREN BUFFETT ON BILLIONAIRES RANKING"
X Link 2020-07-10T21:31Z 70.4K followers, [---] engagements

""I entered a stock-picking contest over six months I came in like [--] over [----]. The guy who came in first blew everyone away. They interviewed him and he said 'I had a strategy. I bought whatever was hitting a 52-week high and trading close to $1. That was it.' @PaulAndreola Successfully Investing Using William ONeils CAN SLIM InvestingSystem https://t.co/RsoXhdDWgZ Successfully Investing Using William ONeils CAN SLIM InvestingSystem https://t.co/RsoXhdDWgZ"
X Link 2020-07-15T15:00Z 70.4K followers, [---] engagements

"The only vertebrate alive on the planet the last time value worked. This is a 393-years old Greenland Shark that was located in the Arctic Ocean. It's been wandering the ocean since [----]. It is the oldest living vertebrate known on the planet. Photo by Julius Nielsen. https://t.co/4MFpx5fqcM This is a 393-years old Greenland Shark that was located in the Arctic Ocean. It's been wandering the ocean since [----]. It is the oldest living vertebrate known on the planet. Photo by Julius Nielsen. https://t.co/4MFpx5fqcM"
X Link 2020-08-20T14:27Z 70.4K followers, [----] engagements

"Warren Buffett: An Appreciation "As Warren Buffett turns [--] the story of one of Americas most influential and wealthy business leaders is a study in the logic and discipline of understanding future value." https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/warren-buffett-an-appreciation https://www.mckinsey.com/business-functions/strategy-and-corporate-finance/our-insights/warren-buffett-an-appreciation"
X Link 2020-08-30T17:55Z 70.4K followers, [---] engagements

"This is wild. The Buffett Indicator total market cap to the US GNP probably the best single measure of where valuations stand at any given moment according to Buffett is in uncharted territory. Higher than [----] by a margin. https://www.gurufocus.com/stock-market-valuations.php https://www.gurufocus.com/stock-market-valuations.php"
X Link 2020-08-31T16:33Z 70.4K followers, [---] engagements

"$NKLA is playing 4D chess: Use the allegations of fraud to distract from the fact there's nothing there. It's $20 billion of hot air"
X Link 2020-09-11T20:46Z 70.4K followers, [---] engagements

""Capitalism without bankruptcy is like Christianity without hell." -Frank Borman @DavidBCollum No room for creative destruction anymore. Lots of "zombie firms" that don't make enough profit to make even the interest payments on their debt. Not a good omen. https://t.co/ALJJbj4Dkm https://t.co/hxXkIjSWyJ @DavidBCollum No room for creative destruction anymore. Lots of "zombie firms" that don't make enough profit to make even the interest payments on their debt. Not a good omen. https://t.co/ALJJbj4Dkm https://t.co/hxXkIjSWyJ"
X Link 2020-10-01T20:53Z 70.4K followers, [---] engagements

"Got a bid for the house from OpenDoor. Offered about 20% of value according to Zillow based on comps from Phoenix. The house is in LA. Good luck to everyone investing in this algo. This has to be high on my list of favorite company values: BPS for Breakfast -- OpenDoor "We eat BPS (basis points) for breakfast meaning we are always looking for where we can take costs out of the transaction so we can put more money in the pockets of our customers." This has to be high on my list of favorite company values: BPS for Breakfast -- OpenDoor "We eat BPS (basis points) for breakfast meaning we are"
X Link 2020-10-08T16:13Z 70.4K followers, [---] engagements

""Valuation I find is a useless tool. If you base your investment decisions on valuation you are never going to make money." Thank you for your sacrifice Mark Schmerl"
X Link 2020-10-30T15:30Z 70.4K followers, [---] engagements

"Scary hedge fund manager. Happy Halloween cc. @hendry_hugh"
X Link 2020-10-31T23:21Z 70.4K followers, [---] engagements

"Bill Ackman Returned 70.2% [----] https://acquirersmultiple.com/2021/02/bill-ackman-returned-70-2-2020-averaging-16-9-since-inception/ https://acquirersmultiple.com/2021/02/bill-ackman-returned-70-2-2020-averaging-16-9-since-inception/"
X Link 2021-02-19T17:00Z 70.4K followers, [---] engagements

"What's good"
X Link 2021-04-08T21:46Z 70.4K followers, [---] engagements

"The Fear & Greed Index is [--]. (Below [--] has historically been a pretty good time to buy.)"
X Link 2021-07-19T14:02Z 70.4K followers, [---] engagements

""Starting in [----] if you invested at the peak of the market in each year your annual return was 10.6%. If you timed the market perfectly invested at the low point of each year your return was 11.7%. The difference between great timing and lousy timing was only 1.1%." -Lynch Peter Lynch: Far More Money Has Been Lost By Investors Trying To Time Corrections Than In All CorrectionsCombined https://t.co/35BXTIOGrr Peter Lynch: Far More Money Has Been Lost By Investors Trying To Time Corrections Than In All CorrectionsCombined https://t.co/35BXTIOGrr"
X Link 2021-10-07T17:00Z 70.4K followers, [---] engagements

"BOFA says more capital flowed into global equities in [----] than in the previous decade combined: (Stolen from LinkedIn)"
X Link 2021-10-21T17:43Z 70.4K followers, [---] engagements

"Greatest trade ever. People the Cook tweet was a joke. Let's talk about the actual biggest $AAPL winner: in absolute dollar terms Buffett. Between 2016-2018 Berkshire bought 1B shares (adjusted for 4-1 stock split) for $36B. That's now worth $150B+: https://t.co/NfiwKYdLXn People the Cook tweet was a joke. Let's talk about the actual biggest $AAPL winner: in absolute dollar terms Buffett. Between 2016-2018 Berkshire bought 1B shares (adjusted for 4-1 stock split) for $36B. That's now worth $150B+: https://t.co/NfiwKYdLXn"
X Link 2022-01-03T21:46Z 70.4K followers, [---] engagements

"NFTs are over. Dead as disco"
X Link 2022-02-25T19:05Z 70.4K followers, [---] engagements

"This is a drawdown for ants. A crash on the scale of those two gaping chasms in [----] and [----] is what worries me. @ycharts https://tinyurl.com/mrx2t2nk https://tinyurl.com/mrx2t2nk"
X Link 2022-05-11T18:28Z 70.4K followers, [---] engagements

"Chart shows the number of classic Benjamin Graham net nets (market cap 2/3rds Net Current Asset Value) from [----] to date. There are currently [---]. There were [---] on March 7th [----]. There have been more than [---] on about [---] days since [----] about 10% of the time"
X Link 2022-06-16T22:58Z 70.4K followers, [---] engagements

"Chart shows the number of stocks under [--] x EV / EBIT TTM in the Russell [----]. Currently [---]. All-time high. h/t @ValueStockGeek"
X Link 2022-06-17T19:51Z 70.4K followers, [---] engagements

"The market: In Brazil a group of people doing CrossFit passed by outside a restaurant but those eating thought they were running away from something and decided to run away with them https://t.co/3kls9AM6mL In Brazil a group of people doing CrossFit passed by outside a restaurant but those eating thought they were running away from something and decided to run away with them https://t.co/3kls9AM6mL"
X Link 2022-09-24T17:55Z 70.4K followers, [---] engagements

"Twitter sentiment check: Lehman World War 3"
X Link 2022-09-30T17:23Z 70.4K followers, [---] engagements

"Amazing we're at the Buffett-bails-out-the-banks stage of the cycle and the Shiller PE is 28"
X Link 2023-03-18T22:43Z 70.4K followers, 131.6K engagements

"Drawn from Berkshire's 13Fs from 1980-2006. Median holding period of [--] year. 30% of stocks sold within [--] months. Only 20% held for [--] years. Hey you buy-and-hold Buffett disciples 😇 surprised https://t.co/bbHGA7Yayl Hey you buy-and-hold Buffett disciples 😇 surprised https://t.co/bbHGA7Yayl"
X Link 2023-03-22T16:53Z 70.4K followers, 170.5K engagements

"We've seen this one before. We all know how it ends. NVIDIA is now trading at 29x sales and 182x earnings. Investors are clearly pricing in enormous growth from AI but are these expectations too high $NVDA https://t.co/zCTUJH304u NVIDIA is now trading at 29x sales and 182x earnings. Investors are clearly pricing in enormous growth from AI but are these expectations too high $NVDA https://t.co/zCTUJH304u"
X Link 2023-05-19T16:03Z 70.4K followers, 119.3K engagements

"Vale. If you just avoid being a perfect idiot and have a good character and just keep doing it day after day its amazing how it will work . In the end Im like the Old Valiant-for-Truth in The Pilgrims Progress: My sword I leave to him who can wear it. My sword I give to him that shall succeed me in my pilgrimage and my courage and skill to him that can get it. My marks and scars I carry with me to be a witness for me that I have fought his battles who will now be my rewarder. Valiant-for-Truth in John Bunyans The Pilgrims Progress from This World to That Which Is to Come (1678)"
X Link 2023-11-28T21:29Z 70.4K followers, 51.6K engagements

"The Shiller PE cracked [--] for the first time since [----]. Only the December [----] summit at 44.19x remains ya filthy animals"
X Link 2025-09-23T15:09Z 70.4K followers, 137K engagements

"Gold is on an extraordinary run but oil has only been cheaper once before at the COVID low. Oil is the cheapest it has been in the last [--] years when denominated in gold with the exception of the Covid lockdown in [----] https://t.co/7VfYvwc5oS Oil is the cheapest it has been in the last [--] years when denominated in gold with the exception of the Covid lockdown in [----] https://t.co/7VfYvwc5oS"
X Link 2025-10-01T21:54Z 70.4K followers, 81.7K engagements

"Investor and author @timmelvin on: * The Only Numbers That Matter in Banking: Capital NPAs & Book Value * Global Value Opportunities: Japan Hong Kong & Europe * BestSmall Community Banks Right Now Goodyear & CarMax Are Great Buys * Small Banks vs Big Banks: Why Local Loans Are Safer Than Towers * Succession Problems and the Aging of Americas Banker Class * Regulation Politics & The New Wave of Bank M&A * Buyouts vs. Long Holds: How To Think About Exits * Mauboussin Veggies: The New Economics of Intangible-Heavy Businesses VALUE: After Hours (S07 E42): Tim Melvin on Community Banks and Small"
X Link 2025-12-02T16:49Z 70.4K followers, [----] engagements

"The top panel of the charts shows relative performance since [----] for: * Large caps (SPY proxy) lowest bluish line * Mid caps (MDY proxy) middle greenish line * Small caps (IWM / Russell 2000) top reddish line Green arrows across the top mark where ISM Manufacturing (business cycle proxy) [--]. The best small-cap runs start when ISM: * Is below [--] * Has stopped getting worse * Begins to stabilize or turn up ISM has just moved from [----] to [----] which is historically good for small-cap mean reversion. Small-cap returns are earned during short violent repricing windows that follow long periods of"
X Link 2026-02-03T17:15Z 70.4K followers, 11K engagements

"Equal-weight has outperformed SPY over the last [--] years but underperformed over the last decade +. Market participants whose views have been formed over the last decade or so might be in for a rude surprise if we go back to the old ways. MarketWatch: The equal-weighted version of the S&P [---] is on track to outperform its capitalization-weighted cousin this by [---] percentage points this week which would be its largest weekly outperformance since Nov. [--] [----] when it outperformed by [--] percentage points Dow https://t.co/36RIVRkFZp MarketWatch: The equal-weighted version of the S&P [---] is on"
X Link 2026-02-06T18:03Z 70.4K followers, [----] engagements

"Markets price future easing/tightening ahead of the Fed. The blue line (2Y) almost always turns before the Fed funds rate. This chart shows Fed policy vs inflation vs market-rate cycle since the 1970s. * Blue line: 2-Year Treasury yield (market pricing of short-term rates) * Red line: Federal Funds Effective Rate (actual policy rate) * Green line: CPI (YoY inflation) * Shaded areas: U.S. recessions When 2Y falls fast below Fed funds recession imminent. When Fed cuts aggressively risk assets bottom soon after. In almost every cycle: * Inflation peaks * Fed overtightens * 2Y rolls over *"
X Link 2026-02-11T18:00Z 70.4K followers, [----] engagements

"At the same time capital-intensive businesses like construction services aggregates transports and defense contractors are having their moment as investors are waking up to their mission critical role in the rebuilding of supply chains national security complexes and data center infrastructure. ---Dan Loeb's most recent letter In his latest Q4 [----] Letter Dan Loeb discusses Sector Rotation Credit Stress and AI Impact Here's our take on the letter: https://t.co/2GRKZXA4Ru https://t.co/an7fSmRfXd In his latest Q4 [----] Letter Dan Loeb discusses Sector Rotation Credit Stress and AI Impact Here's"
X Link 2026-02-11T20:32Z 70.4K followers, [----] engagements

"Tech v Non-tech has turned the corner a few times since the pandemic. Third time's a charm Tech Stocks relative to Non-Tech 🚨 Dot Com Bubble vs. Now 🤯👀 https://t.co/5n6Ry3xr3h Tech Stocks relative to Non-Tech 🚨 Dot Com Bubble vs. Now 🤯👀 https://t.co/5n6Ry3xr3h"
X Link 2026-02-11T20:35Z 70.4K followers, [----] engagements

"Chart is oil adjusted for M2. The [----] peak would be $380 today. The [----] peak would be $550 today. Oil below M2-adjusted has lagged most commodities but is quietly gaining momentum. While the fundamentals highlight its cheapness (its [----] peak would now be equilvalent to $380 $550 for the [----] top) technicals are also encouraging with a positive monthly MACD and a https://t.co/2Im2vFpI0K Oil below M2-adjusted has lagged most commodities but is quietly gaining momentum. While the fundamentals highlight its cheapness (its [----] peak would now be equilvalent to $380 $550 for the [----] top)"
X Link 2026-02-11T21:05Z 70.4K followers, [----] engagements

"We are near multi-decade extremes in small/mid-cap relative valuation and the gap has started to close. This chart plots valuation ratios of small- and mid-cap indexes relative to the large-cap index using forward P/E: * Blue: S&P [---] (mid-cap) / S&P [---] * Red: S&P [---] (small-cap) / S&P [---] * Green: S&P [---] / S&P [---] * Red small caps trade at 26% discount to S&P [---]. * Blue mid caps trade at 22% discount. This is structurally unusual outside: * [--------] * Brief [----] panic * [----] rate shock"
X Link 2026-02-12T18:12Z 70.4K followers, [----] engagements

"Dark chocolate lovers celebrate. Cocoa in absolute freefall 📉Now at its lowest price since October [----] 😱👀 https://t.co/vm69nCuSci Cocoa in absolute freefall 📉Now at its lowest price since October [----] 😱👀 https://t.co/vm69nCuSci"
X Link 2026-02-12T20:36Z 70.4K followers, [----] engagements

"$RSP Equal Weight now outperforming $SPY S&P [---] over twelve months. This is a return to normalcy"
X Link 2026-02-13T16:31Z 70.4K followers, [----] engagements

"This week in value: Warren Buffetts big bet on Japan earned Berkshire Hathaway $24 billion in just [--] years (Fortune) Bill Ackman reveals stake in Meta says it has deeply discounted valuation (CNBC) Jim Chanos on AI Infrastructure Crypto Treasuries & Underlying Credit Risks (RiskReversal) Third Avenue Value Fund Q4 [----] Commentary (TA) Pzena Investment Management Large Cap Value Update Q4 [----] (Pzena) Weekly Investing Roundup News Podcasts Interviews (02/13/2026) Read the full roundup here : https://t.co/RVIiQTYTHl https://t.co/v9T1wgq2Gd Weekly Investing Roundup News Podcasts Interviews"
X Link 2026-02-13T16:33Z 70.4K followers, [----] engagements

"Rare L for the American burger enthusiast. CHART OF THE DAY: The cost of US ground beef keeps rising reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄 While President Trump has seen the price of other foodstuff drop (eggs for example) all suggest that beef prices may still high. https://t.co/ZcW1vFH1Ca CHART OF THE DAY: The cost of US ground beef keeps rising reaching in January almost $6.7 per pound. That makes for an expensive hamburger. 🍔🥩🐄 While President Trump has seen the price of other foodstuff drop (eggs for example) all suggest that beef"
X Link 2026-02-13T16:44Z 70.4K followers, [----] engagements

"The age of capital-light is over. The time of capital-heavy has come. GS: De-rating of capital-light versus capital-heavy businesses globally https://t.co/4ov7O7U0Gu GS: De-rating of capital-light versus capital-heavy businesses globally https://t.co/4ov7O7U0Gu"
X Link 2026-02-13T16:57Z 70.4K followers, [----] engagements

"I track $RSP because value small and cyclicals are all downstream of equal-weight $SPY"
X Link 2026-02-13T17:01Z 70.4K followers, [----] engagements

"@GerryFordWIN Nah forward PE is misleading because it overestimates the E for the capital light stocks. Capital heavy capital light has a long way to go on a trailing basis"
X Link 2026-02-13T20:18Z 70.4K followers, [--] engagements

"this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record https://t.co/pAnkmtfewD this is a wild chart. [--] years of near-perfect correlation between the NDX and software (IGV).now the widest divergence on record https://t.co/pAnkmtfewD"
X Link 2026-02-13T20:32Z 70.4K followers, [----] engagements

"Hedge fund "positioning across the Mag [--] trade is at all-time highs-which suggests that the incremental buyer might not have much dry powder left". -GS Washington https://t.co/tu2N5mvJ5B Hedge fund "positioning across the Mag [--] trade is at all-time highs-which suggests that the incremental buyer might not have much dry powder left". -GS Washington https://t.co/tu2N5mvJ5B"
X Link 2026-02-14T18:35Z 70.4K followers, [----] engagements

"RT @PeterBerezinBCA: For those saying hey capex is good. It will pay off consider the historical record:"
X Link 2026-02-15T16:26Z 70.4K followers, [---] engagements

"I'm happy to announce my new book The Acquirers Multiple: How the Billionaire Contrarians of Deep Value Beat the Market is available now. https://x.com/acquirersx/status/923565194843967489 New book out now The Acquirers Multiple: How the Billionaire Contrarians of Deep Value https://t.co/25Q63k7sWS https://t.co/B60wMX5ehb https://x.com/acquirersx/status/923565194843967489 New book out now The Acquirers Multiple: How the Billionaire Contrarians of Deep Value https://t.co/25Q63k7sWS https://t.co/B60wMX5ehb"
X Link 2017-10-26T15:06Z 70.4K followers, [---] engagements

"@The_Odd_Lot TRDS is a good ticker for a deep value ETF"
X Link 2018-08-17T20:24Z 68.3K followers, [--] engagements

"Interesting to see the change in the relationship between Russell [----] growth $RLG and value $RLV chart. [----] to [----] value outperformed. Since [----] growth has significantly outperformed value. And value has underperformed the market $RUI"
X Link 2019-01-01T20:49Z 69.4K followers, [--] engagements

"Seth Klarman Protege David Abrams's top holdings Q4 [----] (portfolio is $2.4bb). [--]. $BEN / Franklin Resources $298mm [--]. $ORLY / OReilly Automotive $296mm [--]. $TEVA / Teva Pharmaceutical $286mm [--]. $UHAL / AMERCO $189mm [--]. $WU / Western Union Co $178mm [--]. . Seth Klarman Protege David Abrams Top [--] HoldingsQ42018 https://t.co/32VNwEpRhu https://t.co/WDIUlFaOdV Seth Klarman Protege David Abrams Top [--] HoldingsQ42018 https://t.co/32VNwEpRhu https://t.co/WDIUlFaOdV"
X Link 2019-03-07T16:00Z 69.5K followers, [--] engagements

"The Palindrome's (Soros) top single-name holdings: (portfolio value $3.3bb): [--]. $LBRDK / Liberty Broadband $525bb [--]. $VICI / Vici Properties $392mm [--]. $CZR / Caesars Entertainment $225mm [--]. YHOO / Yahoo $148mm [--]. $MDLZ / Mondelez $52mm [--]. $PM / Philip Morris $39mm George Soros Top [--] HoldingsQ42018 https://t.co/qVIOTJLhxJ https://t.co/gsbnwhweGp George Soros Top [--] HoldingsQ42018 https://t.co/qVIOTJLhxJ https://t.co/gsbnwhweGp"
X Link 2019-03-29T17:26Z 67.9K followers, [--] engagements

"Carl Icahn's $24bb portfolio as at 3-31-2019: [--]. $IEP Icahn Enterprises $13.5bb [--]. $CVI CVR Energy $2.9bb [--]. $HLF Herbalife $1.9bb [--]. $LNG Cheniere Energy $1.5bb [--]. $CZR Caesars $862mm [--]. $XRX Xerox $750mm [--]. $NWL Newell Brands $631mm [--]. $FCX Freeport-McMoRan $570mm [--]. . Carl Icahn Top [--] HoldingsQ12019 https://t.co/ew1n5ujtm0 https://t.co/fhBauQsP9d Carl Icahn Top [--] HoldingsQ12019 https://t.co/ew1n5ujtm0 https://t.co/fhBauQsP9d"
X Link 2019-06-06T16:00Z 68.3K followers, [--] engagements

"@LJKawa @JonMarino 10/10"
X Link 2019-06-20T22:18Z 68.2K followers, [--] engagements

"Top [--] positions in Seth Klarman's 6-30-2019 portfolio (value $11bb). [--] $LBTYK / Liberty Global (Class C) $1.1bb [--] $VSAT / ViaSat $1.1bb [--] $FOXA / Fox Corporation Class A $1bb [--] $EBAY / eBay Inc. $954mm [--] $LNG / Cheniere Energy $731mm [--] $AGN / Allergan $616mm [--] . Seth Klarman Top [--] HoldingsQ22019 https://t.co/70gAiVKAJ4 https://t.co/19eh2iZT1z Seth Klarman Top [--] HoldingsQ22019 https://t.co/70gAiVKAJ4 https://t.co/19eh2iZT1z"
X Link 2019-08-22T17:00Z 69.3K followers, [--] engagements

"George Soros's 6-30-2019 portfolio (value $4.3bb) Top [--] Holdings [--] $LBRDK / Liberty Broadband $757mm [--] $VICI / Vici Properties $453mm [--] $CZR / Caesars Entertainment $225mm [--] $QQQ $218mm [--] $AABA / Altaba $171mm [--] $RHT / Red Hat $97mm [--] $CELG / Celgene Corp $76mm [--] . George Soros Top [--] Holdings Q22019 https://t.co/1smfBrUjWA https://t.co/JeMk0P9eeY George Soros Top [--] Holdings Q22019 https://t.co/1smfBrUjWA https://t.co/JeMk0P9eeY"
X Link 2019-09-12T16:00Z 67.9K followers, [--] engagements

"Joel Greenblatt's 6-30-2019 portfolio (value $63bb). Top [--] Holdings [--]. $AAPL Apple $103mm [--]. $HON / Honeywell International $69mm [--]. $IBM / International Business Machines $65mm [--]. $CSCO / Cisco Systems $60mm [--]. $HD / Home Depot $58mm [--]. $BMY / Bristol-Myers Squibb $57mm [--]. . Joel Greenblatt Top [--] Holdings Q22019 https://t.co/q65akkqAaw https://t.co/flcxqqU5Yj Joel Greenblatt Top [--] Holdings Q22019 https://t.co/q65akkqAaw https://t.co/flcxqqU5Yj"
X Link 2019-10-03T17:00Z 69.3K followers, [--] engagements

"Top [--] positions in Seth Klarman's 3-31-2020 portfolio ($6.8bb) StockPort. Allocation (%) [--]. $EBAY / eBay 14.1% [--]. $LBTYK / Liberty Global 12.4% [--]. $FOXA / Fox 9.5% [--]. $VSAT / ViaSat 7.2% [--]. $GOOG / Alphabet 5.1% [--]. $HPQ / HP 5.1% [--]. $FB / Facebook 4.8% [--]. VIAC / ViacomCBS 4.6%"
X Link 2020-05-15T17:00Z 69.3K followers, [---] engagements

"Seth Klarman's top [--] holdings: [--]. EBAY / eBay Inc 16.9% [--]. LBTYK / Liberty Global 12.1% [--]. FOXA / Fox Corporation 8.1% [--]. VSAT / ViaSat 6.0% [--]. VIAC / ViacomCBS 5.7% [--]. PSTH / Pershing Square Tontine 4.3% [--]. QRVO / Qorvo 4.1% [--]. PCG / PG&E Corp 3.11% [--]. . Seth Klarmans Top [--] Holdings (Q32020) https://t.co/kYTbxzgUE9 Seth Klarmans Top [--] Holdings (Q32020) https://t.co/kYTbxzgUE9"
X Link 2020-12-07T17:00Z 69.3K followers, [---] engagements

"Klarmans Top [--] Holdings (Q1 2021): [--]. $INTC / Intel Corp 11.64% [--]. $LBTYK / Liberty Global Class C 10.87% [--]. $EBAY / Ebay Inc 8.76% [--]. $QRVO / Qorvo Inc 7.45% [--]. $VSAT / Viasat Inc 6.74% [--]. $GOOG / Alphabet Inc Class C 4.7% [--]. $WLTW / Willis Towers Watson 4.47$ [--]. . Seth Klarmans Top [--] Holdings (Q12021) https://t.co/5QQuC9Yz4j Seth Klarmans Top [--] Holdings (Q12021) https://t.co/5QQuC9Yz4j"
X Link 2021-05-17T19:00Z 69.3K followers, [---] engagements

"Li Lu's top holdings from his latest 13F: * $MU / Micron Technology Inc.47.59% * $BAC / Bank of America Corp24.86% * $GOOG / Alphabet Inc. Class C10.51% * $FB / Facebook Inc9.72% * $AAPL / Apple Inc5.08% * $PDD / Pinduoduo Inc ADR2.25% Li Lu Top [--] Holdings Latest13F https://t.co/LqaYggmSfC Li Lu Top [--] Holdings Latest13F https://t.co/LqaYggmSfC"
X Link 2021-11-08T19:00Z 70.3K followers, [---] engagements

""What Ive been advising over the past two years instead of 60/40 is a very broadly diversified portfolio. 25% commodities 25% cash 25% stocks and 25% long-term treasury bonds because theyre so ridiculously valued but thats your deflation hedge." -Jeff Gundlach Jeffrey Gundlach: Investors Should Move To A Radical 25/25/25/25Portfolio https://t.co/JkphZFnSzm Jeffrey Gundlach: Investors Should Move To A Radical 25/25/25/25Portfolio https://t.co/JkphZFnSzm"
X Link 2022-04-21T16:00Z 66.6K followers, [--] engagements

"What would you pick if you had to choose something to hold for [---] years Discussing @ChrisBloomstran 's question. VALUE: After Hours (S04 E029): In their latest podcast Taylor Brewster and Carlisle discuss Choose One Asset To Hold For The Next [---] Years https://t.co/nzvNFlHiED https://t.co/Xyg6SnWPwN VALUE: After Hours (S04 E029): In their latest podcast Taylor Brewster and Carlisle discuss Choose One Asset To Hold For The Next [---] Years https://t.co/nzvNFlHiED https://t.co/Xyg6SnWPwN"
X Link 2022-08-25T15:00Z 69.6K followers, [--] engagements

"$BTC:USD five-year chart"
X Link 2022-12-05T21:26Z 70.3K followers, [--] engagements

"$META (25x) now more expensive than $GOOG (21x) on an EV / EBIT basis. $META was under 6x in November last year"
X Link 2023-06-17T17:23Z 70.3K followers, 54.9K engagements

"Is Now A Good Time For Value Gotham Yield (as of 10/05/20231): 11.22% Percentile Towards Cheap: 56th Average Two-Year Forward Return*: 39.09% * Based on historical research from Gotham"
X Link 2023-10-05T15:01Z 70.3K followers, 18.3K engagements

"Is Now A Good Time For Value Gotham Yield (as of 10/26/20231): 11.48% Percentile Towards Cheap: 64th Average Two-Year Forward Return*: 41.19% * Based on Gotham's historical research"
X Link 2023-10-26T16:19Z 70.2K followers, 20.7K engagements

"Two years and SPX is almost back to UNCH"
X Link 2023-12-13T23:04Z 70.1K followers, [----] engagements

"Value: After Hours with @farnamjake1 and @verdadcap is LIVE TODAY at 1.30pm E / 10.30am P / 6.30pm UTC / 4.30am AUS Watch it on the Acquirers Podcast channel: Turn on notifications to the channel to be sent a reminder. https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg"
X Link 2024-01-23T16:53Z 70.4K followers, 27.1K engagements

"Is Now A Good Time For Value Gotham Yield (as of 2/20/20241):9.84% Percentile Towards Cheap:18th Average Two-Year Forward Return*:28.15% * Based on historical research"
X Link 2024-02-20T23:59Z 70.3K followers, 16.8K engagements

"Is Now A Good Time For Value Gotham Yield (as of 3/06/20241): 9.37% Percentile Towards Cheap: 11th Average Two-Year Forward Return*: 24.42% * Based on historical research"
X Link 2024-03-06T17:17Z 70.4K followers, 11.1K engagements

"Me too Duolingo. Me too. When moon"
X Link 2024-03-28T19:52Z 70.2K followers, 10.2K engagements

"Vinny @VD718 Daniel and Porter @Seawolfcap Collins join @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AUS Watch it on the Acquirers Podcast channel: Subscribe to be sent a reminder: https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFgsub_confirmation=1 https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg https://youtube.com/channel/UCJ27FwJZ3hsMrPCviG5gCFg"
X Link 2024-04-09T15:07Z 69.6K followers, 29.8K engagements

"Right now. Investor @Whit_Huguley joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AUS Watch it on the Acquirers Podcast channel: https://t.co/Ab8JGxgMOu Subscribe to be sent a reminder: https://t.co/QCfk5qMHMa https://t.co/QSvosFs65u Investor @Whit_Huguley joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AUS Watch it on the Acquirers Podcast channel: https://t.co/Ab8JGxgMOu Subscribe to be sent a reminder: https://t.co/QCfk5qMHMa https://t.co/QSvosFs65u"
X Link 2024-09-03T17:30Z 70.3K followers, [----] engagements

"This is a mean-reverting series. The more I see this chart the more excited I get about International Equities. What are your favorite ex-US markets https://t.co/jG3sJGUAvF The more I see this chart the more excited I get about International Equities. What are your favorite ex-US markets https://t.co/jG3sJGUAvF"
X Link 2024-11-23T23:02Z 67.9K followers, 144.8K engagements

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