# ![@Chariot_Invest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1332476419964887040.png) @Chariot_Invest Charioteer Investing

Charioteer Investing posts on X about stocks, in the, business, market the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: undefined [#](/creator/twitter::1332476419964887040/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1332476419964887040/c:line/m:interactions.svg)

- [--] Week [-----] +8,346%
- [--] Month [-----] +4,241%
- [--] Months [-----] +4,690%
- [--] Year [-----] -98%

### Mentions: undefined [#](/creator/twitter::1332476419964887040/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1332476419964887040/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +33%
- [--] Months [--] +20%
- [--] Year [--] -77%

### Followers: [-----] [#](/creator/twitter::1332476419964887040/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1332476419964887040/c:line/m:followers.svg)

- [--] Week [-----] +0.02%
- [--] Month [-----] +0.12%
- [--] Months [-----] +0.38%
- [--] Year [-----] -0.70%

### CreatorRank: undefined [#](/creator/twitter::1332476419964887040/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1332476419964887040/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  91.13% [stocks](/list/stocks)  23.39% [technology brands](/list/technology-brands)  12.9% [social networks](/list/social-networks)  7.26% [cryptocurrencies](/list/cryptocurrencies)  6.45% [currencies](/list/currencies)  1.61% [automotive brands](/list/automotive-brands)  1.61% [celebrities](/list/celebrities)  0.81% [countries](/list/countries)  0.81% [luxury brands](/list/luxury-brands)  0.81%

**Social topic influence**
[stocks](/topic/stocks) 10.48%, [in the](/topic/in-the) 10.48%, [business](/topic/business) 8.06%, [market](/topic/market) 6.45%, [future](/topic/future) 4.84%, [investment](/topic/investment) 4.84%, [twitter](/topic/twitter) 4.84%, [$ame](/topic/$ame) 4.03%, [company](/topic/company) 4.03%, [growth](/topic/growth) 4.03%

**Top accounts mentioned or mentioned by**
[@jktadave](/creator/undefined) [@chrisbloomstran](/creator/undefined) [@harrisoakmark](/creator/undefined) [@bucketshopcap](/creator/undefined) [@nerioxman](/creator/undefined) [@capitalspanc](/creator/undefined)

**Top assets mentioned**
[AME Chain (AME)](/topic/$ame) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Mercury Systems Inc. (MRCY)](/topic/$mrcy) [Altria Group Inc (MO)](/topic/$mo) [Limitus (LMT)](/topic/$lmt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Heima (HEI)](/topic/$hei) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [Philip Morris International Inc. (PM)](/topic/$pm) [Norfolk Southern Corp. (NSC)](/topic/$nsc) [Roper Technologies Inc (ROP)](/topic/$rop) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Civeo Corporation (CVEO)](/topic/$cveo) [Intel Corporation (INTC)](/topic/$intc) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Banco Bradesco S.A. American Depositary Shares (BBD)](/topic/$bbd) [Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I started watching The Last Dance (Michael Jordan) and I'm not sure what to do with all this competitive energy that I'm feeling"  
[X Link](https://x.com/Chariot_Invest/status/1350873073986187264)  2021-01-17T18:30Z [----] followers, [--] engagements


"For those who haven't read it I highly recommend the latest Semper Augustus letter from @ChrisBloomstran . The section on P/S (starting at pg 53) verifies my "gut" feeling that paying over 10x fwd sales is usually a recipe for disaster"  
[X Link](https://x.com/Chariot_Invest/status/1364384751864467456)  2021-02-24T01:20Z [----] followers, [--] engagements


"What is happening with $TPL Disclosure: I own a position This stock is up 200%+ in just [--] months and it just keeps going up every single day. I'm all about "buy and hold" but this price action feels wild. Tempted to trim even though it's against my ethos"  
[X Link](https://x.com/Chariot_Invest/status/1372195256469487616)  2021-03-17T14:36Z [----] followers, [--] engagements


"For those who missed it $AME bought Abaco a competitor to $MRCY for 4.2x Sales. With $MRCY trading at $70 (4x fwd sales) that means you are getting a great business at its fair price. $MRCY likely to grow DD for foreseeable future before a takeout. Disc: I own $MRCY @ $68"  
[X Link](https://x.com/Chariot_Invest/status/1376253998139858945)  2021-03-28T19:24Z [----] followers, [--] engagements


"Latest blog post - A brief thesis on $CVEO - definitely deep value (and finally a simple thesis) https://charioteerinvesting.com/civeo-cveo-an-exercise-in-simplicity/ https://charioteerinvesting.com/civeo-cveo-an-exercise-in-simplicity/"  
[X Link](https://x.com/Chariot_Invest/status/1379605307811323905)  2021-04-07T01:21Z [----] followers, [--] engagements


"Anyone have experience as an Adjunct Professor and can give pros/cons I don't need the $$ (may even do it for free) so don't include that in your reasoning. Considering teaching an Investment/Business Analysis course at my alma mater (small lib arts uni)"  
[X Link](https://x.com/Chariot_Invest/status/1380979338217197570)  2021-04-10T20:21Z [----] followers, [--] engagements


"A thought experiment: Sometimes I wring my hands on stocks that I have "missed" that were "obvious" (see previous tweets on $GOOGL). So I thought I would test an extreme version of this bias to see how it fares"  
[X Link](https://x.com/Chariot_Invest/status/1382759510398398466)  2021-04-15T18:15Z [----] followers, [--] engagements


"How much would you pay for the following company Shares outstanding = 208.2m Net Debt = $5.8bn Financials in thread below"  
[X Link](https://x.com/Chariot_Invest/status/1389378446418227216)  2021-05-04T00:36Z [----] followers, [--] engagements


"Pro Investors to Company mgmt's - "It's not your job to value your company it's our job. You don't get to tell me how much I should pay for a company or what it's worth" Also Pro Investors to mgmt's - "Why aren't you buying back shares when your stock is so cheap""  
[X Link](https://x.com/Chariot_Invest/status/1407029951820451840)  2021-06-21T17:37Z [----] followers, [--] engagements


"Lot of good advice in here. My addendum is to carve out a niche in one particular "good" industry and build from there. I started with Aero/Def and i could build an entire [--] year concentrated portfolio using just the [--] stocks i know well in that universe. A few of my quirky (and sometimes inconvenient to some) investing opinions. A thread. 👇👇👇 A few of my quirky (and sometimes inconvenient to some) investing opinions. A thread. 👇👇👇"  
[X Link](https://x.com/Chariot_Invest/status/1407730083088023555)  2021-06-23T15:59Z [----] followers, [--] engagements


"All aboard the $NOC train throw Austin a follow Opportunity NOCs: Why Northrop and the Defense Business in General is Attractive Aurora Financial Strategies. $NOC https://t.co/A6OYbV84wa Opportunity NOCs: Why Northrop and the Defense Business in General is Attractive Aurora Financial Strategies. $NOC https://t.co/A6OYbV84wa"  
[X Link](https://x.com/Chariot_Invest/status/1412876250989879306)  2021-07-07T20:48Z [----] followers, [--] engagements


"Lord give me the strength to endure the ass-whupping i'm about to take on this $MRCY position"  
[X Link](https://x.com/Chariot_Invest/status/1422910223249969160)  2021-08-04T13:20Z [----] followers, [--] engagements


"I know i'm shouting into the void because FinTwit doesn't care about $MRCY but i'm posting this for the future me"  
[X Link](https://x.com/Chariot_Invest/status/1423013366885457922)  2021-08-04T20:09Z [----] followers, [--] engagements


"FYI taking my website down temporarily will be back up in a week or two. Thanks"  
[X Link](https://x.com/Chariot_Invest/status/1448690013932298243)  2021-10-14T16:39Z [----] followers, [--] engagements


"Can someone explain to me in detail why exactly the market is overweighting organic revenue growth and underweighting margin expansion and FCF/share growth Here are two companies A and B"  
[X Link](https://x.com/Chariot_Invest/status/1452702041537716228)  2021-10-25T18:22Z [----] followers, [--] engagements


"ANNOUNCEMENT: I'm going to start checking Twitter only a few times per month going forward. This is becoming an inordinate timesuck. Feel free to DM me but don't expect an immediate response"  
[X Link](https://x.com/Chariot_Invest/status/1453720759327723520)  2021-10-28T13:50Z [----] followers, [--] engagements


"More & more i see pitches that try to justify multiples with growth rates as if "market penetration"/"share gains" can be linearly modeled. Highly suspicious of any pitch that is reliant on big growth numbers to work. There are very few co's where growth can be reliably modeled"  
[X Link](https://x.com/Chariot_Invest/status/1494070261519372288)  2022-02-16T22:04Z [----] followers, [--] engagements


"My guess is there are less than [----] truly great business worldwide and I'm increasingly hitting boomer territory where i want to criticize every pitch that claims a business is "great" or a "compounder" when it hasn't even existed for a full economic cycle"  
[X Link](https://x.com/Chariot_Invest/status/1506420222743490567)  2022-03-22T23:59Z [----] followers, [--] engagements


"The $PLTR earnings calls are so weird. Some of the questions are phoned in and pre-selected ahead of time and the affiliation of those analysts () are not revealed. Mgmt comments are also replete with promotional language that toe the line on Safe Harbor risk disclosure reqs"  
[X Link](https://x.com/Chariot_Invest/status/1556665396115247105)  2022-08-08T15:35Z [----] followers, [--] engagements


"I'm the opposite of a macro guy but i see a lot of ppl on my feed taking victory laps on a +20% move off the low and my gut tells me that level of confidence often gets your face punched by the market"  
[X Link](https://x.com/Chariot_Invest/status/1557741066010632193)  2022-08-11T14:49Z [----] followers, [--] engagements


"Does anyone have a good SaaS/Enterprise Software primer they can share with me I'm looking for one focused more on industry dynamics rather than individual stocks"  
[X Link](https://x.com/Chariot_Invest/status/1559892700622626817)  2022-08-17T13:19Z [----] followers, [--] engagements


"Can anyone explain the valuation case for HEICO $HEI here Are bulls modelling a huge pickup in M&A and a levering of the balance sheet I just want to understand what i'm missing. I sold my shares at $135 a while ago and i'm wondering if i'm missing some relevant info"  
[X Link](https://x.com/Chariot_Invest/status/1565000954189168640)  2022-08-31T15:37Z [----] followers, [--] engagements


"I say this out of complete ignorance but does $INTC HAVE to be on the leading-edge node process in order to be a good investment I understand that is where they are spending capex (so there is an ROIC argument) but if they just innovated on the non-cutting edge what then"  
[X Link](https://x.com/Chariot_Invest/status/1577317228902580227)  2022-10-04T15:18Z [----] followers, [--] engagements


"I really think investors do themselves a disservice when they analyze overall market performance from prior cycles. Who cares if the index was up flat or down for a decade in the 60's 80's or 90's Waste of time worrying about extrapolating that"  
[X Link](https://x.com/Chariot_Invest/status/1602734267167133697)  2022-12-13T18:36Z [----] followers, [--] engagements


"This may sound crazy coming from a Quality + Value guy but i'm thinking of buying $NVDA"  
[X Link](https://x.com/Chariot_Invest/status/1715216231781810346)  2023-10-20T03:59Z [----] followers, 18K engagements


"I think it's interesting that Bombardier $BBD never gets mentioned as a Luxury company. I would argue it is in fact peak luxury. Nothing is more luxurious than a private jet no piece of clothing or wristwatch or car"  
[X Link](https://x.com/Chariot_Invest/status/1740425359974388010)  2023-12-28T17:31Z [----] followers, [----] engagements


"What are Director/Managing Director level Sell-Side Equity Research Salaries like these days Happy to DM on the topic if that's better. When i left the full effects of MIFID were not yet apparent so i'm just curious if anything material has changed"  
[X Link](https://x.com/Chariot_Invest/status/1841932613050667206)  2024-10-03T20:05Z [----] followers, 18.2K engagements


"I'm genuinely asking this: Can anyone point me to an example where AI was used to create software that was high enough caliber to replace existing SW in a business At work my AI can't do sh*t and it's not even remotely close i'm having trouble seeing the future here"  
[X Link](https://x.com/Chariot_Invest/status/2014438705704919045)  2026-01-22T20:43Z [----] followers, [----] engagements


"How many years of outperformance do you need to have before you can say you were skillful vs lucky as a stock picker My guess is a full economic cycle but given the length of the current cycle that would mean 15-20 years would have to pass and that seems too long"  
[X Link](https://x.com/anyuser/status/1681688579058159620)  2023-07-19T15:32Z [----] followers, 61.4K engagements


"What matters more to stock performance Organic Sales Growth FCF/Share growth Both/Neither (comment) Organic Sales Growth FCF/Share growth Both/Neither (comment)"  
[X Link](https://x.com/Chariot_Invest/status/1684294212970242059)  2023-07-26T20:06Z [----] followers, [----] engagements


"The biggest fallacy in all of investing is that you have an "informational edge" even the company insiders do not have an informational edge on most operating components of their business. interesting discussion curious to how you guys think of max position size at cost and / or market value is there any rationale for active managers citing their unique research capabilities but limit max position size to 5% interesting discussion curious to how you guys think of max position size at cost and / or market value is there any rationale for active managers citing their unique research"  
[X Link](https://x.com/anyuser/status/1687115592518733825)  2023-08-03T14:57Z [----] followers, 14.6K engagements


""Catalyst" based investing strikes me as one of those things where you remember the times your catalyst played out perfectly because it is so rare (and you quickly forget all the ones that never panned out). My guess is the hit rate is less than 20% for most analysts"  
[X Link](https://x.com/Chariot_Invest/status/1695068326601335145)  2023-08-25T13:39Z [----] followers, [----] engagements


"Kering shares have gone nowhere since [----] despite 7bn increase in revenues 400-500m increase in FCF Shares out down 3% and dividend up 33%. There was a spike in share price during COVID but it's down now Why LVMH is 2.5x in that same timeframe with no "COVID spike""  
[X Link](https://x.com/anyuser/status/1695225294347481212)  2023-08-26T00:03Z [----] followers, 26.5K engagements


"Here is a thought experiment. Let's say that $GOOG goes ex-growth tomorrow. Stock derates to 10x EPS. Mgmt announces it will return all cash ex-maintenance capex to shareholders. Do you think that stock would outperform the S&P500 over the next [--] years How many of the ten most valuable tech stocks in the world at the peak of the dot-com bubble beat the market by the time of the next bull market peak in [----] None. How many were ahead at the end of [----] fully [--] years after the dot-com bubble crested One: Microsoft. via https://t.co/qCyUBV7AZc How many of the ten most valuable tech stocks in"  
[X Link](https://x.com/Chariot_Invest/status/1699092196090114516)  2023-09-05T16:08Z [----] followers, [----] engagements


"The term "margin of safety" has really dropped out of the investing lexicon these days. I remember back in 2009-2014 it was being thrown around everywhere. I don't think i've seen that phrase on twitter in well over [--] months now"  
[X Link](https://x.com/anyuser/status/1699785623639564478)  2023-09-07T14:04Z [----] followers, 11K engagements


"I wonder how all those people who FIRE'd with like $1m a few years ago doing now. I agree with the FIRE lifestyle principle but i always found thought trying to do it with a $30k annual withdrawal rate was VERY risky. Inflation must be crushing them now"  
[X Link](https://x.com/anyuser/status/1702003704969253328)  2023-09-13T16:57Z [----] followers, [----] engagements


"Stocks from my watchlist i think are interesting here: $LHX $AME $DSDVY / $DSV-CSE $TDY $CSX $NSC $UNP $ROP $LVMUY / $MC-PAR $PM / $MO / $BTI $CNSWF / $CSU-TSE I've been buying/adding to all of these over the last few weeks"  
[X Link](https://x.com/anyuser/status/1702411684751524187)  2023-09-14T19:59Z [----] followers, 18.3K engagements


"Unions are trying to squeeze every dollar from Auto CEOs Meanwhile an Auto CEO is trying to squeeze every dollar from.social media shitposters"  
[X Link](https://x.com/Chariot_Invest/status/1704172619778449797)  2023-09-19T16:36Z [----] followers, [----] engagements


"If i could curate a class on investing the whole first unit would be a discussion on "certainty vs uncertainty" and how that influences asset prices. Seems strange that this is rarely discussed except for in intro Bond textbooks it makes a huge difference on equity multiples"  
[X Link](https://x.com/Chariot_Invest/status/1704539947967934502)  2023-09-20T16:56Z [----] followers, [----] engagements


"I actually do think it's relatively easy to beat the S&P [---] as an individual investor. The measurement should be: How did each of my purchasing/selling decisions compare to an equivalent amount of S&P bought/sold over the exact same timeframe"  
[X Link](https://x.com/Chariot_Invest/status/1706438445487280379)  2023-09-25T22:40Z [----] followers, [----] engagements


"Interesting that (supposedly "data driven") FinTwit seems to be leaning toward the "shoplifting is due to bad morals" argument rather than looking at it as a negative macroeconomic indicator on wages/inflation/employment etc"  
[X Link](https://x.com/Chariot_Invest/status/1707057623437033595)  2023-09-27T15:40Z [----] followers, [----] engagements


"Have you ever read the entire Encyclopedia Yes Never thought to do it Thought abt it but didnt Started but didn't finish Yes Never thought to do it Thought abt it but didnt Started but didn't finish"  
[X Link](https://x.com/Chariot_Invest/status/1707424732025368605)  2023-09-28T15:59Z [----] followers, [----] engagements


"I'm buying let's see what happens. YTD low in Fear & Greed Index FWIW. [--] is within a pt of the Fall'22 low of [--] YTD low in Fear & Greed Index FWIW. [--] is within a pt of the Fall'22 low of 16"  
[X Link](https://x.com/Chariot_Invest/status/1709296001918325000)  2023-10-03T19:54Z [----] followers, [----] engagements


"Here is what i say why not own all [--] Investors unnecessarily constricting their apeture to a specific type of IRR seems needless. I own $MO and $TDG I own $LMT and $V I own $STX and $AME Many ways to win own them all when the prices are right. A GOAT Bill Nygren from @HarrisOakmark "hates" the word "compounder".it's like "findernails on a chalkboard" to him. "I reject the idea that a 7% organic grower is any better than a 7% dividend payer or a 2% grower that is buying back 5% of its shares every year." Discuss👇 A GOAT Bill Nygren from @HarrisOakmark "hates" the word "compounder".it's like"  
[X Link](https://x.com/Chariot_Invest/status/1710034825048948796)  2023-10-05T20:50Z [----] followers, 13.1K engagements


"Evergreen tweet - how many fund letters are going to write an opinion on current events in their 4Q letter even though they have no idea what they are talking about This is one of those days where people feel the need to opine on something they likely don't know much about. This is one of those days where people feel the need to opine on something they likely don't know much about"  
[X Link](https://x.com/Chariot_Invest/status/1711147606884184334)  2023-10-08T22:32Z [----] followers, [----] engagements


"$AAPL consensus growth +5.7% 3.8% FCF yield $LVMUY consensus growth +7.6% 4.9% FCF yield Going with the narrative that $LVMUY is overearning and fwd ests for sales/margins/FCF are way off how much do you think you should pay for the stock What valuation"  
[X Link](https://x.com/Chariot_Invest/status/1712104273574580450)  2023-10-11T13:54Z [----] followers, [----] engagements


"In light of the BTI/Vuse news i'm digging this tweet up. In my investing career i've noticed that being skeptical of mgmt's is a heuristic for smarts amongst investors but sometimes you have to admit that mgmt's are not idiots and they are receiving a lot of info you aren't Here is my hot $MO take i'm not one to blindly believe mgmt but perhaps $MO knows more about the regulatory process than us and is receiving signals behind closed doors about the future of JUUL/NJOY respectively Here is my hot $MO take i'm not one to blindly believe mgmt but perhaps $MO knows more about the regulatory"  
[X Link](https://x.com/Chariot_Invest/status/1712512975829954840)  2023-10-12T16:58Z [----] followers, [----] engagements


"This Ozempic narrative is out of control. That being said the 2nd derivative play on this would be to go long airlines. Each pound of weight savings saves the airline hundreds of thousands of dollars in fuel costs over the airplanes operating life. Joking but not joking"  
[X Link](https://x.com/anyuser/status/1712691326779531653)  2023-10-13T04:46Z [----] followers, 86.8K engagements


"It is dawning on me that no one has ever posited that the secular trend of heavy passengers has probably been a [--] year headwind on airline profitability"  
[X Link](https://x.com/anyuser/status/1712691649996841463)  2023-10-13T04:48Z [----] followers, [----] engagements


"Guys i just bought a little $TMO because why the hell not"  
[X Link](https://x.com/anyuser/status/1712889941745688739)  2023-10-13T17:56Z [----] followers, [----] engagements


"A twitter-specific 🚩 for a stock is when people start posting transcripts of a mgmt talking about their strategy and twitter 1) immediately assumes the strategy will turn into positive economics and 2) therefore take mgmt at face-value on everything they say"  
[X Link](https://x.com/Chariot_Invest/status/1713896938301534254)  2023-10-16T12:37Z [----] followers, [----] engagements


"This is the tweet that inspired my previous post i remember the twitter hype cycle around this that was full of transcripts of the CEO lauding their strategy as if it would absolutely work and investors just seemed to eat it up [--] year low. Never hear about it anymore down 94% $WINE $WINE.L This one *almost* got me several times. https://t.co/iAMTTPHX9C [--] year low. Never hear about it anymore down 94% $WINE $WINE.L This one *almost* got me several times. https://t.co/iAMTTPHX9C"  
[X Link](https://x.com/Chariot_Invest/status/1713898575975829923)  2023-10-16T12:43Z [----] followers, 13.6K engagements


"Getting people to like you is the easiest thing in the world 1) Learn basic manners 2) When someone tells you what they are interested in be interested in it and ask them questions Despite there only really being [--] rules"  
[X Link](https://x.com/anyuser/status/1714675882193739898)  2023-10-18T16:12Z [----] followers, 11.8K engagements


"The real question is in the year [----] when $PM starts absolutely smashing numbers due to FX going in their favor do you think they'll get credit for it Or will everyone handwave the results away"  
[X Link](https://x.com/Chariot_Invest/status/1716495598956826716)  2023-10-23T16:43Z [----] followers, [----] engagements


"Light panic on Twitter i'm watching $TMO $V $DHR $GOOG $AMZN $TXN $DSDVY $PYPL $APH $AME $NSC"  
[X Link](https://x.com/Chariot_Invest/status/1717193651132993654)  2023-10-25T14:57Z [----] followers, [----] engagements


"Google sentiment over time is a bit baffling Google will purposefully eat margin for market share and then occasionally they will cut costs or show a little profit strength and everyone remembers they are dominant and core economics are strong. It's a just a little dance"  
[X Link](https://x.com/Chariot_Invest/status/1717222409126789220)  2023-10-25T16:51Z [----] followers, [----] engagements


"Let's be real most of the people dunking on this girl are proud that they wasted their 20's and 30's in the office destroyed their health and got divorced. 9-5 is arbitrary for knowledge work and you're telling on yourself if you think it's a badge of honor to "work" 50-80hrs Gen Z girl finds out what a real job is like 🔊 https://t.co/9xX6IXl8HB Gen Z girl finds out what a real job is like 🔊 https://t.co/9xX6IXl8HB"  
[X Link](https://x.com/Chariot_Invest/status/1717325319059714331)  2023-10-25T23:40Z [----] followers, [----] engagements


"I'm not an uber $PYPL bull but this is almost word-for-word what people said about $MSFT in 2011-2015 Every time I look at PayPal $PYPL and get tempted to buy it I remind myself they paid $4 billion for Honey a browser add on for coupons. Core biz is okay but numerous awful acquisitions. Every time I look at PayPal $PYPL and get tempted to buy it I remind myself they paid $4 billion for Honey a browser add on for coupons. Core biz is okay but numerous awful acquisitions"  
[X Link](https://x.com/anyuser/status/1717535764253167860)  2023-10-26T13:36Z [----] followers, 20.9K engagements


"Professional money mgmt trains you to create an opinion on a matter quickly and then to rigorously defend that opinion to make sure you get some names in the portfolio. I think this is a bad thing to train people to do"  
[X Link](https://x.com/anyuser/status/1719044783304298596)  2023-10-30T17:33Z [----] followers, [----] engagements


"Has there been any follow-up on the two $TDG board members resigning last week Stock hasn't moved at all and i'm wondering if the page [--] shareholders are getting some info that we aren't getting"  
[X Link](https://x.com/Chariot_Invest/status/1719364001576989113)  2023-10-31T14:41Z [----] followers, [----] engagements


"Including myself i see a lot of people talking about how stocks are cheap. I'm not seeing as much fear in the market as i would have thought given the sell-offs. Usually this is around the time people start posting negative conf call commentary and negative macro indicators"  
[X Link](https://x.com/Chariot_Invest/status/1719367356621738484)  2023-10-31T14:54Z [----] followers, [----] engagements


"This is a great example of an analytical "leap of faith" that is often overlooked. Saying "headcount investments" will widen the moat requires you to believe that the hiring will be linearly impactful on competition business doesn't work like that. WF u/w on $ADYEY "For long-term oriented investors we believe these headcount investments will widen the gap between Adyen and competitors over time and if past is precedent investing through the cycle has historically proven to be an effective strategy for growing LT https://t.co/eSBXFIl0Vx WF u/w on $ADYEY "For long-term oriented investors we"  
[X Link](https://x.com/Chariot_Invest/status/1720124242186952945)  2023-11-02T17:02Z [----] followers, [----] engagements


"The problem with investing podcasts is that you'll never be able to pump out good investing ideas at the pace you'll need to publish episodes for your podcast to be successful. On a long enough timeline you become Jim Cramer"  
[X Link](https://x.com/anyuser/status/1721878021810925874)  2023-11-07T13:11Z [----] followers, 18.3K engagements


"I think the best thing i've done over the last [--] years is relax my parameters for entry multiple. I used to only buy things sub 17x FCF now i will stretch up to about 25x in some cases with my "sweet spot" usually around 19-22x FCF. Higher rates are helping in this regard"  
[X Link](https://x.com/Chariot_Invest/status/1722706127068987726)  2023-11-09T20:02Z [----] followers, [----] engagements


"I love this haha Also hot take but my guess is the uber-health bros who have a [--] step daily wellness routine don't really play with their kids or see their wife as much as they let on either"  
[X Link](https://x.com/Chariot_Invest/status/1723449279631471056)  2023-11-11T21:15Z [----] followers, [----] engagements


"Semiconductor investing is very deceptive. It's one of those industries where every co seems to print attractive economics but i have no idea what the expectations are so stocks get whipsawed around The narratives seem too complex for me to understand winners/losers over time"  
[X Link](https://x.com/anyuser/status/1724145078606729725)  2023-11-13T19:19Z [----] followers, 10.3K engagements


"I sometimes wonder what would happen if popular FinTwit accounts revealed their long-term track records periodically OTOH i think sometimes ppl have good insights that can be dismissed if their track record isn't stellar. Past performance doesn't equate to future performance Yes it gives context No it biases the readers Yes it gives context No it biases the readers"  
[X Link](https://x.com/Chariot_Invest/status/1724167301455294744)  2023-11-13T20:48Z [----] followers, [----] engagements


"No shade but i've noticed that people with concentrated portfolios get increasingly emotionally "unhinged" about their stocks. They are too invested both figuratively and literally I've noticed it about some of my own investments even though i'm not running super concentrated"  
[X Link](https://x.com/anyuser/status/1724250232488079547)  2023-11-14T02:17Z [----] followers, 18.6K engagements


"No mathematical evidence to support this but i bet this index without any alteration to initial sizing or names did pretty well through [----] even with the top [--] companies sucking so horribly the last few decades Someone do the math and let's see if i'm right Looked up the [----] prospectus for the First Index Investment Trust (now Vanguard 500) to give some context to concentration fears. When FIIT launched the top [--] companies accounted for over 21% of S&P [---] and top [--] were 28.3%. Not far off today's 23.5% and 32% respectively https://t.co/Wq5DaJxYVw Looked up the [----] prospectus for the"  
[X Link](https://x.com/Chariot_Invest/status/1724915311382515815)  2023-11-15T22:20Z [----] followers, [----] engagements


"Finance people want their company managements to be steady rational calm and focused on execution. "No Surprises" But then they seem to gravitate towards completely unhinged unpredictable politicians I don't understand this phenomenon"  
[X Link](https://x.com/Chariot_Invest/status/1726976480037785941)  2023-11-21T14:50Z [----] followers, [----] engagements


"I disagree with Buffett's "do the valuation and then look at the stock price" mantra. It may seem like dangerous hindsight bias but to me the 15-20 year price chart is the "proof in the pudding" of a great business. That datapoint someone selling me a narrative on a shitco"  
[X Link](https://x.com/anyuser/status/1729158701733560792)  2023-11-27T15:22Z [----] followers, 28K engagements


"I'm about to put $PLTR in particular on blast because i'm curious if their approach is as widespread in the "tech industry" writ large. Dirty little secret in tech: Management teams only know how to add headcount. Ask execs to scale with existing HC and they have no clue how to be more efficient. Huge talent gap Zero creativity unwillingness to take risk & victim attitude. Many people will get replaced in [--] Dirty little secret in tech: Management teams only know how to add headcount. Ask execs to scale with existing HC and they have no clue how to be more efficient. Huge talent gap Zero"  
[X Link](https://x.com/Chariot_Invest/status/1730666104593199502)  2023-12-01T19:12Z [----] followers, [----] engagements


"I don't mean for this to be critical of Chris in particular but this type of "productivity porn" is rampant in investing/business and i guarantee you these super-process people don't do better in aggregate than "normies" who have a bit of focus Here are the quotes from the @ChrisBloomstran interview who is truly one of the most thoughtful investors I know. If you want to become a better investor this should be read and re-read and then immediately filed away in your library. https://t.co/ekefyDDVSW Here are the quotes from the @ChrisBloomstran interview who is truly one of the most thoughtful"  
[X Link](https://x.com/Chariot_Invest/status/1732087766228377906)  2023-12-05T17:21Z [----] followers, [----] engagements


"I rarely hear discourse on the quality of the earnings being capitalized in many stocks If a co sells [---] Widgets simply adding 6% sales growth next year implies they'll sell 100% of the widgets sold last year PLUS 6% more and that is not really a guarantee in a lot of biz's"  
[X Link](https://x.com/anyuser/status/1735093587434504617)  2023-12-14T00:25Z [----] followers, [----] engagements


"Psychoanalyzing myself: 1) I'm ridiculously programmed to buy the dip at this point 2) However i am always afraid that we could slide into an 08-09 grind down so i always size my initial BTD positions small 3) Then i wring my hands that i didn't buy enough during the dip"  
[X Link](https://x.com/Chariot_Invest/status/1735315910859104700)  2023-12-14T15:08Z [----] followers, [----] engagements


"Fin/Engineering Twitter need you help. What are the best books/texts/videos/lectures on LOW RATE industrial production. Companies that have to make highly engineered products in low annual quantities"  
[X Link](https://x.com/Chariot_Invest/status/1736472658277998976)  2023-12-17T19:45Z [----] followers, [----] engagements


"Here is a pro-tip for buyside/sellside folks: There are an exceptional amount of corporate mgmt teams that would hire you to their staff just to explain "the market" to them. Finding an IR corp dev or strategist role (or getting them to make one for you) is a lay-up @bucketshopcap Problem with finance is once u leave u realize u have no other life skills @bucketshopcap Problem with finance is once u leave u realize u have no other life skills"  
[X Link](https://x.com/anyuser/status/1736537959480901786)  2023-12-18T00:04Z [----] followers, 80K engagements


"Interesting to see if $TGI remains standalone as a pure aftermarket play or if they sell to $TDG at some point"  
[X Link](https://x.com/Chariot_Invest/status/1737866746718015709)  2023-12-21T16:04Z [----] followers, [----] engagements


"Open question to FinTwit What concepts topics or ideas are not adequately covered by popular investing books Could be anything from Valuation to industry selection or anything in between Leave as many ideas/replies in the comments as you'd like or DM me if you prefer"  
[X Link](https://x.com/anyuser/status/1741244180096008246)  2023-12-30T23:45Z [----] followers, 53.7K engagements


"I came across this compendium of monthly interest rates offered by the Bank of England since [----] Then i found this showing some wage data from back then Looks like a labourer earned [--] pennies per day in wages in the late 1690's https://shorturl.at/fxLZ9 https://shorturl.at/FHTX8 https://shorturl.at/fxLZ9 https://shorturl.at/FHTX8"  
[X Link](https://x.com/Chariot_Invest/status/1742232055616794651)  2024-01-02T17:11Z [----] followers, [----] engagements


"I'm lightly following this drama and i have to ask when Ackman says "we".who is he talking about Is this his Pershing Square team doing fact checking for academic plagiarism Or some other team that he is self-funding Or some committee of friends he assembled My wife @NeriOxman was just contacted by Business Insider claiming that they have identified other plagiarism in her work including [--] examples in her dissertation where she did not cite Wikipedia as a source. Business Insider told us that they are publishing their story My wife @NeriOxman was just contacted by Business Insider claiming"  
[X Link](https://x.com/Chariot_Invest/status/1743431490816659517)  2024-01-06T00:37Z [----] followers, [----] engagements


"This Ackman/Gay/Harvard thing is just comical at this point Isn't he himself a business-person uncovering plagiarism of an academic he has no real affiliation with I think i just need to block the words "Ackman" and "Harvard" from my feed this is taking up too much airtime"  
[X Link](https://x.com/Chariot_Invest/status/1744102580622389486)  2024-01-07T21:03Z [----] followers, [----] engagements


"Difficulty does not equate to rigor or understanding Nor does it equate to good pedagogy What i said above applies to investing too Two Harvard Crimson articles one from [----] and the other from [----] describing the legendary Math [--] class showcase how much college has changed in less than a generation. '06: This is probably the most difficult undergraduate math class in the country reads a page on the Two Harvard Crimson articles one from [----] and the other from [----] describing the legendary Math [--] class showcase how much college has changed in less than a generation. '06: This is probably"  
[X Link](https://x.com/Chariot_Invest/status/1747682218221146468)  2024-01-17T18:08Z [----] followers, [----] engagements


"The interesting part about owning "quality" stocks is that virtually all the bear cases amount to "well they can't do that forever" (TAM will run out/regulators will shut it down/competitors will enter) $CSU $ROP $TDG $HEI $V $MA $LVMUY $AME $IEX etc"  
[X Link](https://x.com/anyuser/status/1747744863439778262)  2024-01-17T22:17Z [----] followers, 37.9K engagements


"It always kind of amazes me that simply talking or writing about the stock market can be an occupation unto itself"  
[X Link](https://x.com/Chariot_Invest/status/1749828199884759063)  2024-01-23T16:15Z [----] followers, [----] engagements


"Retweeting to drive negative price action $LMT is worth like 12x earnings https://t.co/POloeo6LAu $LMT is worth like 12x earnings https://t.co/POloeo6LAu"  
[X Link](https://x.com/Chariot_Invest/status/1749866639531585752)  2024-01-23T18:48Z [----] followers, [----] engagements


"My complete stock watchlist Disclosure i own a lot of these the ones i don't own i will likely own in the future:"  
[X Link](https://x.com/Chariot_Invest/status/1751788905727430876)  2024-01-29T02:06Z [----] followers, 68.1K engagements


"It's amazing how many ppl are repulsed by owning [--] stocks (like i do). I'm getting a lot of DM's saying "you should just own the index if you own [--] stocks" Since i started the strategy in [----] I'm beating the S&P500 85% of my individual purchases beat an equal amount of S&P"  
[X Link](https://x.com/anyuser/status/1752061301072007398)  2024-01-29T20:09Z [----] followers, 60.7K engagements


"Not sure what to do in this market consensus #'s trending up as fast as/faster than stock prices causing them screen relatively "cheap" but now i have to find out if consensus is just chasing or whether those FY25/26 estimates are actually feasible"  
[X Link](https://x.com/Chariot_Invest/status/1760772504237273305)  2024-02-22T21:04Z [----] followers, [----] engagements


"Question: I have an old 401k invested in a midcap strategy. Midcap has obviously underperformed for multiple years now. It feels pro-cyclical to just transfer it all to the S&P500 but that also feels like dumping something "undervalued" at the cyclical low What would you do"  
[X Link](https://x.com/Chariot_Invest/status/1762890298684821840)  2024-02-28T17:19Z [----] followers, [----] engagements


"Friends don't let friends buy Aerospace OEM manufacturers/suppliers"  
[X Link](https://x.com/anyuser/status/1763635964474278207)  2024-03-01T18:42Z [----] followers, 10K engagements


"@CapitalSpanc My tweet doesn't apply to Engine-makers/suppliers (which are awesome to own)"  
[X Link](https://x.com/Chariot_Invest/status/1763655419921092738)  2024-03-01T19:59Z [----] followers, [---] engagements


"$PLTR TITAN = everyone hyped about them being named the Prime/systems integrator but no discussion on the economics. Once you take all the subcontractor pass-thru will margins be defense-average Do $PLTR bulls care about that Paying 15x EV/Sales to do 10% margins"  
[X Link](https://x.com/Chariot_Invest/status/1765401688851288336)  2024-03-06T15:38Z [----] followers, [----] engagements


"During bull-fever i'm trying to train myself to update my valuation sheet with more skepticism on what FCF is being capitalized. If FCF trajectory AND entry point are good it's worth buying despite overall fervor Trying to stay away from having a feeling about the "market""  
[X Link](https://x.com/Chariot_Invest/status/1765809924989227311)  2024-03-07T18:41Z [----] followers, [----] engagements


"Something that seems insane to me is giving guidance of R&D expenditures as a % of sales Shouldn't you want a company to invest in every ROIC opportunity it has regardless of the lumpiness in R&D expense y/y Investment opp's aren't linear every year"  
[X Link](https://x.com/Chariot_Invest/status/1767896550552809596)  2024-03-13T12:52Z [----] followers, [----] engagements


"Retweeting now that Karp is showing his colors by bashing short-sellers. These guys are walking Reg FD violations i'm nearly certain they are saying stuff they shouldn't be saying in 1x1's with investors The $PLTR earnings calls are so weird. Some of the questions are phoned in and pre-selected ahead of time and the affiliation of those analysts () are not revealed. Mgmt comments are also replete with promotional language that toe the line on Safe Harbor risk disclosure reqs The $PLTR earnings calls are so weird. Some of the questions are phoned in and pre-selected ahead of time and the"  
[X Link](https://x.com/Chariot_Invest/status/1767968393229987963)  2024-03-13T17:38Z [----] followers, [----] engagements


"The term "Marxist" gets thrown around a lot in online political discourse (I've never heard someone say it in real life maybe indicative of my social circles) We're now at the point where I'm not even sure what that word means anymore"  
[X Link](https://x.com/Chariot_Invest/status/1770542543605805178)  2024-03-20T20:06Z [----] followers, [----] engagements


"Are there any good books/resources to understand non-equity (i.e. debt) financing options for small businesses/start ups I'm mostly trying to understand the nuances of interest rates covenants etc as it applies specifically to non-mature businesses"  
[X Link](https://x.com/Chariot_Invest/status/1771249453418053990)  2024-03-22T18:55Z [----] followers, [----] engagements


"I'm doing that thing again where i'm looking at 2026E numbers to try to justify buying stocks. Can we please end this bull market soon It's boring"  
[X Link](https://x.com/Chariot_Invest/status/1772732287228014629)  2024-03-26T21:08Z [----] followers, [----] engagements


"No position in $NKE but the replies to this observation are exactly the type of replies that would make me start looking at a position. $NKE is in a 50% drawdown and is only at a P/E of [--] $NKE is in a 50% drawdown and is only at a P/E of 27"  
[X Link](https://x.com/Chariot_Invest/status/1775517870228746744)  2024-04-03T13:37Z [----] followers, 11.4K engagements


"Bank CEO's (ahem DIMON) talk their book more than any other type of CEO but financial professionals are more fooled by it because Bank CEO's know how to speak the precise language that fools analysts"  
[X Link](https://x.com/Chariot_Invest/status/1777363643786527078)  2024-04-08T15:51Z [----] followers, [----] engagements


"Sell-side usually sucks up to new mgmt but Gentile going to $HXL and all the sell-side notes are super negative (understandably given what $SPR went through). Interesting case where the sell-siders feel that Gentile needs to suck up to them instead"  
[X Link](https://x.com/Chariot_Invest/status/1778038082928779699)  2024-04-10T12:31Z [----] followers, [----] engagements


"I welcome 24/7 market trading the volatility would be amazing i would put in so many GTC bids at absurdly low strike prices and i know they would absolutely hit eventually because some degenerate would be fatfingering trades at 3AM on a Saturday"  
[X Link](https://x.com/Chariot_Invest/status/1782509637046063139)  2024-04-22T20:39Z [----] followers, [----] engagements


"Is there really any reason at all for any analyst to look at any metric other than normalized free cash flow when determining valuation Why would anyone look at obfuscated or derivative metrics like EBITDA GAAP EPS or "Adjusted" anything Michael Mauboussin just wrote a phenomenal paper on multiples and their role in valuing companies. The paper is [--] pages long. Let me give you an introduction by breaking it down for you: The paper discusses [--] topics: [--]. What Multiples Miss [--]. The Two Most Popular Multiples https://t.co/UZLbpSUFh6 Michael Mauboussin just wrote a phenomenal paper on multiples"  
[X Link](https://x.com/Chariot_Invest/status/1783502687599779843)  2024-04-25T14:25Z [----] followers, 48.5K engagements


"$LOAR is absurd. McKechnie guys attempting to sell to $TDG again except that happened at 12.7x EV/EBITDA in [----] and Loar is now at 50x EV/EBITDA.no way $TDG buys that valuation"  
[X Link](https://x.com/Chariot_Invest/status/1784742633597718741)  2024-04-29T00:32Z [----] followers, 10.2K engagements


"I have a suggestion for business podcasters/interviewers: I have listened and read hundreds of interviews/podcasts/books about entrepreneurs/founders etc. The two most important things i want to hear are"  
[X Link](https://x.com/Chariot_Invest/status/1796301597443600686)  2024-05-30T22:04Z [----] followers, [----] engagements


"Instead far too much time is spent retroactively analyzing decisions AFTER the founders have become objectively successful I routinely find the last 50% of biographies boring because of this"  
[X Link](https://x.com/Chariot_Invest/status/1796301602438992141)  2024-05-30T22:04Z [----] followers, [---] engagements


"So if you have a podcast or are an interviewer spend more time talking about the early days and personal/family decisions it's way more interesting inspirational and educational for the target audience"  
[X Link](https://x.com/Chariot_Invest/status/1796301604376789444)  2024-05-30T22:04Z [----] followers, [---] engagements


"What is considered to be a good Sharpe Ratio amongst professional investors Is there a similar benchmark for Risk-Adjusted Alpha Looking at my Fidelity metrics which i rarely look at and i'm just curious what is considered "good" by industry standards"  
[X Link](https://x.com/Chariot_Invest/status/1814018963065487619)  2024-07-18T19:26Z [----] followers, [----] engagements


"If someone says "Trust but verify" just know that actually means "I don't trust anyone" "I trust my partner and I verify this by spying on their text messages to make sure they aren't cheating. I'm so trusting""  
[X Link](https://x.com/Chariot_Invest/status/1824213178441719867)  2024-08-15T22:34Z [----] followers, [----] engagements


"I'm finding that in the business world when someone uses this phrase it is almost always indicative of a bad work culture at their office"  
[X Link](https://x.com/Chariot_Invest/status/1824214202690703449)  2024-08-15T22:38Z [----] followers, [---] engagements


"If a government official joining a defense contractor is bullish then $LMT $NOC $LHX should be trading at Infinity right now 🚨 Huge $PLTR Announcement🔮 Former Wisconsin Rep. Mike Gallagher who was Chairman of the House Select Committee on Competition with the Chinese Communist Party just joined CNBC to announce: He is joining Palantir as Head of Defense Full clip from a few minutes ago👇 https://t.co/T92C6GDGzi 🚨 Huge $PLTR Announcement🔮 Former Wisconsin Rep. Mike Gallagher who was Chairman of the House Select Committee on Competition with the Chinese Communist Party just joined CNBC to"  
[X Link](https://x.com/Chariot_Invest/status/1826631605781516560)  2024-08-22T14:44Z [----] followers, [----] engagements


"I agree that most sell-side models are ghastly (I saw one with no BS or CF statement last month) But let's flip it around have you ever given a SS'er a brokerage vote/cash allocation for their model when it was good My guess is no. It amazes me how bad 99% of sellside models are especially since its an inherent product & cost buyside pays for No color coding Revenue forecasts that take last quarter growth & continue it forever or just hardcode numbers Hardcoded numbers on cash flow Gridlines shown It amazes me how bad 99% of sellside models are especially since its an inherent product & cost"  
[X Link](https://x.com/Chariot_Invest/status/1833261162366177737)  2024-09-09T21:48Z [----] followers, [----] engagements


"I get scared when people use words like "deserves" when talking about stock valuations"  
[X Link](https://x.com/Chariot_Invest/status/1839722260799631591)  2024-09-27T17:42Z [----] followers, [----] engagements


"Mayyybe. But the reality is every [--] hours you sink into something a whole contingent of "competitors" drop out How many people *want* to be a rockstar How many go and buy a guitar How many practice diligently for [--] hours and then [--] hours and then [--] hours The [-----] hour rule has always been garbage. A gifted player who is working hard can beat an average player who practices every day. Made up rules from books make people feel good But when you push & work hard at your gifts.it's outlier velocity. No one can catch you. The [-----] hour rule has always been garbage. A gifted player who is"  
[X Link](https://x.com/Chariot_Invest/status/1854899592367608028)  2024-11-08T14:51Z [----] followers, [----] engagements


"Hot Take: Jaguar rebrand is fine and they should not crumble to online criticism. The whole point of the rebrand is to change the perception of them. They are ripping off the band-aid and just going straight to a younger market. If they stick with it they have a shot at success"  
[X Link](https://x.com/Chariot_Invest/status/1859297429159399619)  2024-11-20T18:07Z [----] followers, [----] engagements


"Also i'm laughing at the criticism that the rebrand doesn't include any Jaguar cars in it. The most famous commercial of all time is arguably "1984" by Apple which also didn't have an Macintosh in it"  
[X Link](https://x.com/Chariot_Invest/status/1859298083697459697)  2024-11-20T18:09Z [----] followers, [---] engagements


"Has anyone ever seen any research that backs up the claims that [--] ) long term stock returns gravitate towards long-term underlying returns on capital 2) long term stock returns gravitate towards the sum of initial FCF yield + FCF/sh growth"  
[X Link](https://x.com/anyuser/status/1865039001939325175)  2024-12-06T14:22Z [----] followers, [----] engagements


"While they sort of logically make sense my back-of-the-envelope math shows these heuristics have broken down over the last several years as multiple expansion has far surpassed earnings growth in a lot of sectors"  
[X Link](https://x.com/anyuser/status/1865039003994460388)  2024-12-06T14:22Z [----] followers, [----] engagements


"Nothing to do with COVID the Finance/consulting pipeline has become too codified now. Everyone knows how to look good on paper/network to get these jobs. Go outside the box and find non-traditional candidates to get real performers. I love scrappy kids from no-name schools Should we blame COVID for there being a massive disconnect between skill level and job expectations for pple on Wall Street Friend at one of the highest profile hedge fund launches in [----] is looking for an analyst in LA. He laments how hes interviewing kids from Goldman and https://t.co/ZyGSqo6vSW Should we blame COVID for"  
[X Link](https://x.com/Chariot_Invest/status/1866972143432384778)  2024-12-11T22:23Z [----] followers, [----] engagements


""Yes my gf has stage [--] cancer and is totally insane but she's a supermodel. We're about to break up.but you should date her Think about it once she beats the cancer and changes her whole personality you'll have a supermodel girlfriend that's perfect""  
[X Link](https://x.com/Chariot_Invest/status/2013663133009613265)  2026-01-20T17:21Z [----] followers, [---] engagements


"This is how most people's investment pitches sound to me these days"  
[X Link](https://x.com/Chariot_Invest/status/2013663134603530399)  2026-01-20T17:21Z [----] followers, [---] engagements


"@jktadave Over time i have ended up being very concentrated as i gain more conviction on certain positions. But overall i maintain about [--] positions with an additional [--] on my watchlist. I think overtime i will own [---] different stocks"  
[X Link](https://x.com/Chariot_Invest/status/2016157010643833308)  2026-01-27T14:31Z [----] followers, [--] engagements

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