#  @sidecarcap Sidecar Investor Sidecar Investor posts on X about investment, ceo, business, the most the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1008000529/interactions)  - [--] Week [------] +145% - [--] Month [-------] -46% - [--] Months [---------] -1.20% - [--] Year [---------] -38% ### Mentions: [--] [#](/creator/twitter::1008000529/posts_active)  - [--] Month [--] -57% - [--] Months [---] -5.20% - [--] Year [---] -24% ### Followers: [------] [#](/creator/twitter::1008000529/followers)  - [--] Week [------] +0.06% - [--] Month [------] +1.80% - [--] Months [------] +6.70% - [--] Year [------] +19% ### CreatorRank: [-------] [#](/creator/twitter::1008000529/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 90.1% [stocks](/list/stocks) 15.84% [technology brands](/list/technology-brands) 5.94% [cryptocurrencies](/list/cryptocurrencies) 1.98% [celebrities](/list/celebrities) 1.98% [countries](/list/countries) 0.99% [social networks](/list/social-networks) 0.99% **Social topic influence** [investment](/topic/investment) #1294, [ceo](/topic/ceo) 7.92%, [business](/topic/business) 4.95%, [the most](/topic/the-most) 3.96%, [stocks](/topic/stocks) #1336, [if you](/topic/if-you) 2.97%, [what is](/topic/what-is) 2.97%, [in the](/topic/in-the) 2.97%, [the first](/topic/the-first) 2.97%, [berkshire hathaway](/topic/berkshire-hathaway) 2.97% **Top accounts mentioned or mentioned by** [@mjmauboussin](/creator/undefined) [@calebjhull](/creator/undefined) [@hiddenmonopoly](/creator/undefined) [@axiommoney](/creator/undefined) [@noodlesaint7](/creator/undefined) [@thesamparr](/creator/undefined) [@clubmaliboo](/creator/undefined) [@bigjohn043](/creator/undefined) [@extremesb](/creator/undefined) [@michaelgielkens](/creator/undefined) [@tsohinvesting](/creator/undefined) [@nntaleb](/creator/undefined) [@baroncapital](/creator/undefined) [@g_ichtertz](/creator/undefined) [@thedebtreaper](/creator/undefined) [@ejproductions](/creator/undefined) [@valuation_shop](/creator/undefined) [@paul_wildcat](/creator/undefined) [@jimkopas](/creator/undefined) [@quietprosperity](/creator/undefined) **Top assets mentioned** [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Heima (HEI)](/topic/$hei) [Brookfield Corporation (BN)](/topic/$bn) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fastenal Company (FAST)](/topic/$fast) [Aaon Inc (AAON)](/topic/$aaon) [Brookfield Reinsurance Ltd. (BNRE)](/topic/$bnre) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apple, Inc. (AAPL)](/topic/$aapl) ### Top Social Posts Top posts by engagements in the last [--] hours "Remaining permanently bullish while maintaining the ability to survive the drawdowns is both rational and what the market rewards" [X Link](https://x.com/sidecarcap/status/2021248964981309462) 2026-02-10T15:44Z 26.7K followers, [----] engagements "The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world" [X Link](https://x.com/sidecarcap/status/2021697873998659784) 2026-02-11T21:28Z 26.7K followers, 24.2K engagements "Which CEOs do you trust to make disciplined acquisitions Zero points for saying Mark Leonard" [X Link](https://x.com/sidecarcap/status/1962915193983549707) 2025-09-02T16:27Z 26.7K followers, 53K engagements "Its rare to find a CEO who spends/reinvests each $1 like its their own" [X Link](https://x.com/sidecarcap/status/1997367664495538371) 2025-12-06T18:08Z 26.7K followers, [----] engagements "Some of the lowest risk highest reward investment opportunities come from partnering with a CEO/management team in its second (or even third) act" [X Link](https://x.com/sidecarcap/status/2004736042533093586) 2025-12-27T02:08Z 26.7K followers, [----] engagements "A stock doesnt know why you own it. A shareholder making a pure jockey bet earns the same return as someone who did a thousand channel checks and uses satellites to monitor parking lot traffic. So much of what passes as fundamental research is just theater anyway" [X Link](https://x.com/sidecarcap/status/2018175385696141605) 2026-02-02T04:11Z 26.7K followers, [----] engagements "The stock market trades to inflict the maximum amount of pain. -Fred Kittler" [X Link](https://x.com/sidecarcap/status/2019080930242007161) 2026-02-04T16:09Z 26.7K followers, [----] engagements "Fortunes are made by buying right and holding on. Holding is the real test" [X Link](https://x.com/sidecarcap/status/2019474869256352032) 2026-02-05T18:15Z 26.7K followers, 12K engagements "Perhaps the most important lesson from studying great businesses is they become far larger than anyone even insiders can imagine. Because of this if you are fortunate enough to own one of these stocks people will say you were lucky. Thats fine. Because youll be rich" [X Link](https://x.com/sidecarcap/status/2019848482761371931) 2026-02-06T18:59Z 26.7K followers, [---] engagements "Not one in a thousand seriously plans and acts as one must to make a fortune. Thomas Phelps Investors dream of getting rich. They say the right things about being selective disciplined and having patience. But their portfolios and more importantly their behavior tell a different story. There is an inconvenient truth: most investors dont earn big returns because they are not really trying to. The problem isnt intelligence or access to information. It is the gap between what people say and what they do. Most investors seek comfort and social validation. They over-diversify check stock prices" [X Link](https://x.com/sidecarcap/status/2020538109507899489) 2026-02-08T16:39Z 26.7K followers, [----] engagements "@CalebJHull Is this the companys New Coke moment" [X Link](https://x.com/sidecarcap/status/2021704847217840534) 2026-02-11T21:56Z 26.7K followers, [----] engagements "Companies like Fastenal Jack Henry and Aaon are known for their thrift and anti-corporate cultures. What is often under appreciated is they have been absolute machines executing and its proven in the numbers" [X Link](https://x.com/sidecarcap/status/2013998769222594864) 2026-01-21T15:34Z 26.7K followers, [----] engagements "Concise straightforward language is one of the clearest signals that a CEO knows what theyre doing. The opposite is also true" [X Link](https://x.com/sidecarcap/status/2017281187161723096) 2026-01-30T16:58Z 26.7K followers, [----] engagements "Rare interview with Roper's Brian Jellison. We keep a low profile because theres no reason to keep a high one" https://www.businessobserverfl.com/news/2018/aug/10/roper-technologies-brian-jellison-president-ceo-top-500/ https://www.businessobserverfl.com/news/2018/aug/10/roper-technologies-brian-jellison-president-ceo-top-500/" [X Link](https://x.com/sidecarcap/status/1934102685277712591) 2025-06-15T04:16Z 26.7K followers, 19K engagements "Who is the best CEO few people have heard of" [X Link](https://x.com/sidecarcap/status/1962158624828207183) 2025-08-31T14:20Z 26.7K followers, 81.4K engagements "Compare Wertheims wealth to that of the Mendelson family. The Mendelsons dedicated their professional lives to building Heico. Wertheim bought and held the stock. The whole point of Sidecar Investing is to take advantage of this glitch. One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time. One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time" [X Link](https://x.com/sidecarcap/status/2012579332825272717) 2026-01-17T17:34Z 26.7K followers, 43.6K engagements "This @mjmauboussin checklist is a big help in identifying the conditions that lead to mispriced stocks and whether an investor has an edge" [X Link](https://x.com/anyuser/status/1730597846599233679) 2023-12-01T14:40Z 26.7K followers, 32.9K engagements "Ten years from now which CEOs will be on the Mount Rushmore of capital allocation" [X Link](https://x.com/sidecarcap/status/2010887165367239113) 2026-01-13T01:30Z 26.7K followers, 30.4K engagements "One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time" [X Link](https://x.com/sidecarcap/status/2011601871790813322) 2026-01-15T00:50Z 26.7K followers, 199.1K engagements "Each year I come across just two or three ideas that move the needle. This was one" [X Link](https://x.com/sidecarcap/status/2014765563407638616) 2026-01-23T18:21Z 26.7K followers, 46.1K engagements "Related; to rip higher beaten down stocks often dont need news to be good just a little less bad. The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world. The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world" [X Link](https://x.com/sidecarcap/status/2022033548056887612) 2026-02-12T19:42Z 26.7K followers, [----] engagements "I believe the folks who've done the best with Wal-Mart stock are those who have studied the company who have understood our strengths and our management approach and who like me have just decided to invest with us for the long run" [X Link](https://x.com/sidecarcap/status/1986823944595501090) 2025-11-07T15:51Z 25.9K followers, [----] engagements "For every [----] investors who quote Buffett perhaps two follow his advice" [X Link](https://x.com/sidecarcap/status/1990463746490421348) 2025-11-17T16:55Z 25.9K followers, 19.9K engagements "@HiddenMonopoly Unlike being a surgeon or physicist I dont know of any fundamental reason investing has to be complex. The best seem to do a few simple things exceptionally well. Perhaps Im missing something" [X Link](https://x.com/sidecarcap/status/1992260896509558889) 2025-11-22T15:56Z 25.9K followers, [---] engagements "But when Perkins backed Tandem and Genentech or when Valentine backed Atari they could not muster the same certainty. They were investing in human founders with human combinations of brilliance and weakness. Love this passage; expecting perfection is unrealistic and shakes investors out of many great companies" [X Link](https://x.com/sidecarcap/status/1992767483816583622) 2025-11-24T01:29Z 25.9K followers, [----] engagements "TL;DR The whole point is to find extreme asymmetric investment opportunities. Given the first idea its rational to ask what if everything goes right Truly great businesses will grow far larger than anyone - including those closest to the company - ever expects. Exceptional entrepreneurs are by definition misfits. Identifying them requires retraining your brain to see this as a turn on not a turn off. People are the greatest source of mis-priced optionality" [X Link](https://x.com/sidecarcap/status/1993067598041460911) 2025-11-24T21:21Z 25.9K followers, [----] engagements "A wise investor once said: make your money work for you. Theres no better way than partnering with exceptional operators and letting them do their thing while we do ours" [X Link](https://x.com/sidecarcap/status/1994477130747711629) 2025-11-28T18:42Z 25.9K followers, [----] engagements "The market doesnt care about your age where you went to school or how many Ray Dalio books youve read. All that matters is whether you are exploiting a mistake it is making pricing a companys stock" [X Link](https://x.com/sidecarcap/status/1994824923253281155) 2025-11-29T17:44Z 26K followers, 12.2K engagements "Which book/article/podcast instantly rewired how you invest" [X Link](https://x.com/sidecarcap/status/1995340093217964118) 2025-12-01T03:52Z 25.9K followers, [----] engagements "I very frequently get the question: Whats going to change in the next [--] years I almost never get the question: Whats not going to change in the next [--] years Jeff Bezos was talking about business but his insight is just as powerful in investing. If your goal is to predict next quarters earnings even if you are right what do you do the next day Strategies like this are a grind and require constant replenishment of ideas. There isnt any leverage. Focusing on what stays the same or changes more slowly is far more rewarding. Factors like leadership culture and the framework used to make capital" [X Link](https://x.com/sidecarcap/status/1996596262095966588) 2025-12-04T15:03Z 26K followers, [----] engagements "I very frequently get the question: Whats going to change in the next [--] years I almost never get the question: Whats not going to change in the next [--] years Jeff Bezos was talking about business but his insight is just as powerful in investing. If your goal is to predict next quarters earnings even if you are right what do you do the next day Strategies like this are a grind and require constant replenishment of ideas. There isnt any leverage. Focusing on what stays the same or changes more slowly is far more rewarding. Factors like leadership culture and the framework used to make capital" [X Link](https://x.com/sidecarcap/status/1996608364307218517) 2025-12-04T15:51Z 26K followers, 35.2K engagements "Holding an exceptional company is excruciatingly hard. Its frequently making all time highs tempting you to sell. And it also spends most of the time below its all time high so you wish you would have sold. No wonder few investors get rich" [X Link](https://x.com/sidecarcap/status/1996968345367990552) 2025-12-05T15:42Z 26K followers, [----] engagements "I used to think successful investing was making a huge contrarian call the market would come around to agree with. Its more like riding a wave that is far bigger and longer than anyone expected" [X Link](https://x.com/sidecarcap/status/1997721034267705707) 2025-12-07T17:33Z 26K followers, 35.9K engagements "Scouting places to spend a few months each year: Moderate summer weather near water close to major airport nice - but not pretentious. Which U.S. places fit the bill Also open to South America if easy to get back and forth" [X Link](https://x.com/sidecarcap/status/2001483223126413631) 2025-12-18T02:42Z 26.1K followers, [----] engagements "@axiommoney Tell me more" [X Link](https://x.com/sidecarcap/status/2001524936586998075) 2025-12-18T05:28Z 26K followers, [---] engagements "Lots of people try to build the next Berkshire Hathaway but for some reason they never copy Buffetts compensation" [X Link](https://x.com/sidecarcap/status/2001823473346449867) 2025-12-19T01:14Z 26.1K followers, 111.8K engagements "My biggest winners have been backing CEOs who are plough horses; all grind little flash. My mistakes were the show horses" [X Link](https://x.com/sidecarcap/status/2002804480623145129) 2025-12-21T18:12Z 26.1K followers, 39.3K engagements "@noodle_saint_7 People give themselves away" [X Link](https://x.com/sidecarcap/status/2002843040969630039) 2025-12-21T20:46Z 26.2K followers, [---] engagements "100% of the information you have about a company represents the past and 100% of the value depends on the future" [X Link](https://x.com/sidecarcap/status/2003118638719725710) 2025-12-22T15:01Z 26.1K followers, 20.5K engagements "@thesamparr Have read this piece more times than any other: https://www.newyorker.com/magazine/2010/01/18/the-sure-thing https://www.newyorker.com/magazine/2010/01/18/the-sure-thing" [X Link](https://x.com/sidecarcap/status/2004696956501905895) 2025-12-26T23:32Z 26.1K followers, [----] engagements "My early investing years were spent looking for companies 30-50% undervalued. It was almost all noise. The leverage comes from situations where the market could be off by orders of magnitude" [X Link](https://x.com/sidecarcap/status/2008342481063018646) 2026-01-06T00:58Z 26.1K followers, 32K engagements "The right CEO matters far more than the incentives" [X Link](https://x.com/sidecarcap/status/2009078281002471716) 2026-01-08T01:42Z 26.1K followers, [---] engagements "The relentless pressure to find new ideas and turn investing into a manufacturing process is a huge challenge in fund management. The world doesnt operate that way. What Ive found works better is knowing precisely what you are looking for being ready to act quickly when an opportunity grabs you all without feeling the need to do anything. https://twitter.com/i/web/status/2010806608981573924 https://twitter.com/i/web/status/2010806608981573924" [X Link](https://x.com/sidecarcap/status/2010806608981573924) 2026-01-12T20:10Z 26.4K followers, 15.8K engagements "The biggest rewards often come from companies that are still building their moats. This opportunity will persist because humans are uncomfortable with uncertainty and institutions are often driven by career risk. An investor who escapes these dynamics has a huge advantage" [X Link](https://x.com/sidecarcap/status/2011493396058423723) 2026-01-14T17:39Z 26.2K followers, [---] engagements "@clubmaliboo Im often pleasantly surprised by the investing audiobooks included with Premium" [X Link](https://x.com/sidecarcap/status/2011995112621121957) 2026-01-16T02:53Z 26.3K followers, [---] engagements "Who is in your CEO Hall of Fame" [X Link](https://x.com/sidecarcap/status/1877734230219780162) 2025-01-10T15:08Z 26.6K followers, 29.9K engagements "@BigJohn043 @extremesb do you even have an office" [X Link](https://x.com/sidecarcap/status/1957891803769892911) 2025-08-19T19:45Z 26.6K followers, [---] engagements "Nice fish although not the whale investors are waiting for. $PAR https://partech.com/press-releases/abelardos-mexican-fresh-chooses-par-technologys-full-suite-to-power-its-next-era-of-innovation/ https://partech.com/press-releases/abelardos-mexican-fresh-chooses-par-technologys-full-suite-to-power-its-next-era-of-innovation/" [X Link](https://x.com/sidecarcap/status/1996773639950422508) 2025-12-05T02:48Z 26.6K followers, [----] engagements "20x in three years 15x in ten years 6x in three years 3x in one year My best investments had one thing in common: In the beginning they didnt seem like good ideas to others. They only rose when the doubt faded" [X Link](https://x.com/sidecarcap/status/2004574952096407877) 2025-12-26T15:28Z 26.6K followers, 26.3K engagements "The biggest returns often come from companies that are still building their moats. This opportunity will persist because humans are uncomfortable with uncertainty and institutions are usually driven by career risk. An investor who escapes these dynamics has a huge advantage" [X Link](https://x.com/sidecarcap/status/2011493646999437804) 2026-01-14T17:40Z 26.6K followers, 11.6K engagements "https://colossus.com/article/henry-ellenbogen-last-human-edge/ https://colossus.com/article/henry-ellenbogen-last-human-edge/" [X Link](https://x.com/sidecarcap/status/2014765567421645038) 2026-01-23T18:21Z 26.6K followers, [----] engagements "All investments come with surprises. Capable management bends the odds toward them being pleasant" [X Link](https://x.com/sidecarcap/status/2015091918498390172) 2026-01-24T15:58Z 26.6K followers, [----] engagements "Bruce Flatt on $BNRE investment portfolio in Dec [----] - while many long duration assets were getting wrecked. Common-sense rationality often looks prescient. $BN $BAM" [X Link](https://x.com/sidecarcap/status/1642984934049710081) 2023-04-03T20:18Z 26.7K followers, [----] engagements "The key is to invest in things institutional fund managers cant or wont own" [X Link](https://x.com/sidecarcap/status/1960777043299459223) 2025-08-27T18:50Z 26.7K followers, 130.3K engagements "Worrying about the economy is a sign the business you own isnt strong enough or management isnt good enough" [X Link](https://x.com/sidecarcap/status/1989116545390506118) 2025-11-13T23:41Z 26.7K followers, 19.4K engagements "So many change agents and thought leaders and Mark Leonard is like yea I was a gravedigger" [X Link](https://x.com/sidecarcap/status/2014738763629658128) 2026-01-23T16:35Z 26.6K followers, [----] engagements "This from @MichaelGielkens is a must-read for investors who want to learn what Chapters Group is building. $CHG.DE $MDCKF https://tresorcapitalnieuws.nl/en/tresor-ca-deep-dive-podcast-chapters-group/ https://tresorcapitalnieuws.nl/en/tresor-ca-deep-dive-podcast-chapters-group/" [X Link](https://x.com/sidecarcap/status/2017348743570583710) 2026-01-30T21:26Z 26.7K followers, [----] engagements "@TSOH_Investing For all the flack they receive Wal-Mart provides an increasingly rare opportunity for entry level employees to work their way into well paying careers" [X Link](https://x.com/sidecarcap/status/2018426601512604069) 2026-02-02T20:49Z 26.6K followers, [----] engagements "Owners act different. But skin in the game isnt enough. Its ownership + extraordinary talent that delivers outsized returns. Skin in the Game versus Reputation in the Game. (Also the JFK vs EWR effect). From Berkshire Hathaway Chairman's Letter [----]. HT Emre Yilmaz @nntaleb https://t.co/mqSxBULu7e Skin in the Game versus Reputation in the Game. (Also the JFK vs EWR effect). From Berkshire Hathaway Chairman's Letter [----]. HT Emre Yilmaz @nntaleb https://t.co/mqSxBULu7e" [X Link](https://x.com/sidecarcap/status/1473352711986814980) 2021-12-21T18:00Z 26.7K followers, [---] engagements "Who is the best CEO few people have heard of" [X Link](https://x.com/sidecarcap/status/1833619369626374602) 2024-09-10T21:31Z 26.7K followers, 50.6K engagements "Four of the six early PayPal employees had built bombs in high school" [X Link](https://x.com/sidecarcap/status/1852371126921597036) 2024-11-01T15:24Z 26.7K followers, [----] engagements "Which business are you most confident will do well (but not spectacular) over the next [--] years" [X Link](https://x.com/sidecarcap/status/1869106424137257302) 2024-12-17T19:44Z 26.7K followers, 17.6K engagements "Which companies do you feel this way about $CSU" [X Link](https://x.com/sidecarcap/status/1881030392331079718) 2025-01-19T17:26Z 26.7K followers, [----] engagements "Love this filter. Its often a strong sign the company has a unique DNA. "Avoid hot stocks in hot industries. Great companies in cold non-growth industries are consistent big winners" - Peter Lynch "Avoid hot stocks in hot industries. Great companies in cold non-growth industries are consistent big winners" - Peter Lynch" [X Link](https://x.com/sidecarcap/status/1985021637176217819) 2025-11-02T16:30Z 26.7K followers, [----] engagements "What was the biggest investment lesson you learned in 2025" [X Link](https://x.com/sidecarcap/status/2003535933719908392) 2025-12-23T18:39Z 26.7K followers, 17.4K engagements "Munger and Buffett on sizing up a management team:" [X Link](https://x.com/anyuser/status/1861599279246385596) 2024-11-27T02:33Z 26.7K followers, 29.2K engagements "I suspect few investors compound because it doesnt feel like what you expect. Its typically a long slow grind upward occasionally interrupted by excruciating drawdowns. Holding through them is grueling. It goes against human nature. In fund management it was almost impossible. Pressure from leadership the team consultants clients and potential clients led to capitulation at precisely the wrong time. As an individual investor identifying when the smart money is giving up gives you a huge edge" [X Link](https://x.com/sidecarcap/status/2016562894155239752) 2026-01-28T17:23Z 26.7K followers, [----] engagements "This friend has been and may still be right. $CSU Investor I have a lot of respect for said $CSU.TO is like Berkshire Hathaway $BRK.B in [----]. I dont think hes wrong. Everyone knows the company and many feel late to the party. But its in the middle of a retooling that could create enormous scale. Get your popcorn. Investor I have a lot of respect for said $CSU.TO is like Berkshire Hathaway $BRK.B in [----]. I dont think hes wrong. Everyone knows the company and many feel late to the party. But its in the middle of a retooling that could create enormous scale. Get your popcorn" [X Link](https://x.com/sidecarcap/status/1898135868759851509) 2025-03-07T22:17Z 26.7K followers, 20.3K engagements "Singletons share repurchases get most of the attention but those he issued while building Teledyne were just as important" [X Link](https://x.com/sidecarcap/status/1985736981356392530) 2025-11-04T15:52Z 26.7K followers, 12.4K engagements "What company would you be disappointed to see taken out at a 25% premium" [X Link](https://x.com/sidecarcap/status/1827774033427153173) 2024-08-25T18:24Z 26.7K followers, 70.6K engagements "7/ The pressure to do something especially when behind the performance eight-ball was also immense" [X Link](https://x.com/sidecarcap/status/1284681726778699777) 2020-07-19T02:49Z 26.7K followers, [---] engagements "8/ Technical analysis was used far more than people would admit publicly" [X Link](https://x.com/sidecarcap/status/1284681728108322818) 2020-07-19T02:49Z 26.7K followers, [---] engagements "11/ Incentives drive behavior. Full-stop. The risk PMs most worry about is career risk" [X Link](https://x.com/sidecarcap/status/1284681735175716864) 2020-07-19T02:49Z 26.7K followers, [---] engagements "Love this from Pat Dorsey. In two simple slides he nails why some of the most extraordinary investment opportunities can be systematically mis-priced and hide in plain sight for years" [X Link](https://x.com/sidecarcap/status/1285429982596968448) 2020-07-21T04:22Z 26.7K followers, [---] engagements "Brin and Page tried to sell the $GOOG algorithm to Excite for $1 million in [----]. Excite turned them down. Sometimes even founders dont know they are sitting on a gold mine. Investing is hard" [X Link](https://x.com/sidecarcap/status/1312839090228740097) 2020-10-04T19:36Z 26.7K followers, [---] engagements "Bezos: Youre one of the richest guys in the world and its so simple. Why doesnt everyone just copy you $AMZN Buffett: Because nobody wants to get rich slow. $BRK Where is the slow crowd investing today" [X Link](https://x.com/sidecarcap/status/1344127773447577606) 2020-12-30T03:46Z 26.7K followers, [---] engagements "I think about this a lot: On the buy side I toured an underground coal mine. On the way down our group was silent on the way out everyone chatted like experts on rotary rigs rock drills etc. Sure we gained knowledge but the idea it was unique or an edge was an illusion" [X Link](https://x.com/sidecarcap/status/1385426510761263108) 2021-04-23T02:53Z 26.7K followers, [---] engagements "What is the first thought this brings to mind" [X Link](https://x.com/sidecarcap/status/1429592472338853888) 2021-08-22T23:53Z 26.7K followers, [---] engagements "This paper changed my life. In hundreds of hours of reading and exploring each year there may be just one or two moments that really move the needle. In [----] I saw Zeckhauser in Boston and immediately knew the ideas in this paper had tremendous power. https://scholar.harvard.edu/rzeckhauser/publications/investing-unknown-and-unknowable-0 https://scholar.harvard.edu/rzeckhauser/publications/investing-unknown-and-unknowable-0" [X Link](https://x.com/sidecarcap/status/1449430518613700609) 2021-10-16T17:42Z 26.7K followers, [----] engagements "This may be the most amazing retail stat Ive seen. $AAPL" [X Link](https://x.com/sidecarcap/status/1503069570508083203) 2022-03-13T18:04Z 26.7K followers, [----] engagements "Scott McNealy CEO of Sun Microsystems in [----]. The more things change the more they remain the same" [X Link](https://x.com/sidecarcap/status/1530910999779287042) 2022-05-29T13:56Z 26.7K followers, [----] engagements "This checklist from @mjmauboussin is a sound way to assess whether conditions are ripe for a stock to be mis-priced" [X Link](https://x.com/sidecarcap/status/1544740024955969541) 2022-07-06T17:48Z 26.7K followers, [---] engagements "A 10% position that goes up 10% generates the same dollar return as a 1% position that doubles. Whats the lesson" [X Link](https://x.com/anyuser/status/1773174118164189656) 2024-03-28T02:23Z 26.7K followers, 330.4K engagements "Negotiating with Buffett" [X Link](https://x.com/anyuser/status/1773554792138227929) 2024-03-29T03:36Z 26.7K followers, 1.1M engagements "Fortunes are made by buying right and holding on. @BaronCapital has been reading Thomas Phelps" [X Link](https://x.com/sidecarcap/status/1803245243250442714) 2024-06-19T01:55Z 26.7K followers, 78.9K engagements "This book is as good as The Outsiders. The Roper chapter alone is worth 10x the price. https://www.amazon.com/Lessons-Titans-Companies-Industrial-Sustainable/dp/1260468399 https://www.amazon.com/Lessons-Titans-Companies-Industrial-Sustainable/dp/1260468399" [X Link](https://x.com/anyuser/status/1838291481137942811) 2024-09-23T18:56Z 26.7K followers, 35.5K engagements "While Twitter has replaced the Wall Street Transcript this idea is alive and well" [X Link](https://x.com/sidecarcap/status/1857484674659983374) 2024-11-15T18:03Z 26.7K followers, 46.2K engagements "Countless hours spent reading Buffett letters hoping to become a better investor when the lesson was just to buy Berkshire" [X Link](https://x.com/anyuser/status/1873213138616856981) 2024-12-29T03:43Z 26.7K followers, 62.1K engagements "Thomas Phelps in [----] formula still works" [X Link](https://x.com/anyuser/status/1881451328205144101) 2025-01-20T21:18Z 26.7K followers, 54.8K engagements "This is an extraordinary exchange re: Buffett and a long time Berkshire shareholder" [X Link](https://x.com/anyuser/status/1906797726328836131) 2025-03-31T19:56Z 26.7K followers, 140.3K engagements "Wish I read this years earlier. Most investors arent trying to earn big returns; theyre like people who want to get into shape but never go to the gym. The behavior has to match the goal. Phelps shows the way" [X Link](https://x.com/sidecarcap/status/1936459499596075083) 2025-06-21T16:21Z 26.7K followers, 23.4K engagements "99% of what is written about Brookfield is noise. This is in the 1%. $BN becoming "de facto" an insurance-first company https://t.co/y9PUxoUelQ $BN becoming "de facto" an insurance-first company https://t.co/y9PUxoUelQ" [X Link](https://x.com/anyuser/status/1953548656516509773) 2025-08-07T20:07Z 26.7K followers, 69.6K engagements "This was no ordinary human being. This video captures Buffetts genius more clearly than anything else Ive seen" [X Link](https://x.com/anyuser/status/1964172903119016094) 2025-09-06T03:44Z 26.7K followers, 43.7K engagements "You dont have to make [---] good decisions; two or three can pay off for a lifetime" [X Link](https://x.com/sidecarcap/status/1968471975929463003) 2025-09-18T00:27Z 26.7K followers, 17.2K engagements "Few signs are stronger than a CEO willing to shrink the business to improve core profitability before turning on the growth engine" [X Link](https://x.com/anyuser/status/1974116870191263949) 2025-10-03T14:18Z 26.7K followers, 33K engagements "Since Amazon $AMZN does not typically optimize for earnings it has the flexibility to pull levers and print any number they want. Within reason. And Jassy knows the stock is in the dog house. Its a nice setup" [X Link](https://x.com/anyuser/status/1982876694630596826) 2025-10-27T18:26Z 26.7K followers, 26.1K engagements "When I worked in fund management we spent tons of time and energy on idea generation. The sunk cost was real and led to many unforced errors. As a private investor Ive found the most compelling investment opportunities are simple and click within the first five minutes. But I never know when or where they are going to come from. Its one of the best parts of the game" [X Link](https://x.com/anyuser/status/1986134431422423177) 2025-11-05T18:12Z 26.7K followers, 43.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@sidecarcap Sidecar InvestorSidecar Investor posts on X about investment, ceo, business, the most the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 90.1% stocks 15.84% technology brands 5.94% cryptocurrencies 1.98% celebrities 1.98% countries 0.99% social networks 0.99%
Social topic influence investment #1294, ceo 7.92%, business 4.95%, the most 3.96%, stocks #1336, if you 2.97%, what is 2.97%, in the 2.97%, the first 2.97%, berkshire hathaway 2.97%
Top accounts mentioned or mentioned by @mjmauboussin @calebjhull @hiddenmonopoly @axiommoney @noodlesaint7 @thesamparr @clubmaliboo @bigjohn043 @extremesb @michaelgielkens @tsohinvesting @nntaleb @baroncapital @g_ichtertz @thedebtreaper @ejproductions @valuation_shop @paul_wildcat @jimkopas @quietprosperity
Top assets mentioned Berkshire Hathaway Inc. (BRK.A) Heima (HEI) Brookfield Corporation (BN) Amazon.com, Inc. (AMZN) Fastenal Company (FAST) Aaon Inc (AAON) Brookfield Reinsurance Ltd. (BNRE) Brookfield Asset Management Inc (BAM) Berkshire Hathaway Inc Class B (BRK.B) Alphabet Inc Class A (GOOGL) Apple, Inc. (AAPL)
Top posts by engagements in the last [--] hours
"Remaining permanently bullish while maintaining the ability to survive the drawdowns is both rational and what the market rewards"
X Link 2026-02-10T15:44Z 26.7K followers, [----] engagements
"The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world"
X Link 2026-02-11T21:28Z 26.7K followers, 24.2K engagements
"Which CEOs do you trust to make disciplined acquisitions Zero points for saying Mark Leonard"
X Link 2025-09-02T16:27Z 26.7K followers, 53K engagements
"Its rare to find a CEO who spends/reinvests each $1 like its their own"
X Link 2025-12-06T18:08Z 26.7K followers, [----] engagements
"Some of the lowest risk highest reward investment opportunities come from partnering with a CEO/management team in its second (or even third) act"
X Link 2025-12-27T02:08Z 26.7K followers, [----] engagements
"A stock doesnt know why you own it. A shareholder making a pure jockey bet earns the same return as someone who did a thousand channel checks and uses satellites to monitor parking lot traffic. So much of what passes as fundamental research is just theater anyway"
X Link 2026-02-02T04:11Z 26.7K followers, [----] engagements
"The stock market trades to inflict the maximum amount of pain. -Fred Kittler"
X Link 2026-02-04T16:09Z 26.7K followers, [----] engagements
"Fortunes are made by buying right and holding on. Holding is the real test"
X Link 2026-02-05T18:15Z 26.7K followers, 12K engagements
"Perhaps the most important lesson from studying great businesses is they become far larger than anyone even insiders can imagine. Because of this if you are fortunate enough to own one of these stocks people will say you were lucky. Thats fine. Because youll be rich"
X Link 2026-02-06T18:59Z 26.7K followers, [---] engagements
"Not one in a thousand seriously plans and acts as one must to make a fortune. Thomas Phelps Investors dream of getting rich. They say the right things about being selective disciplined and having patience. But their portfolios and more importantly their behavior tell a different story. There is an inconvenient truth: most investors dont earn big returns because they are not really trying to. The problem isnt intelligence or access to information. It is the gap between what people say and what they do. Most investors seek comfort and social validation. They over-diversify check stock prices"
X Link 2026-02-08T16:39Z 26.7K followers, [----] engagements
"@CalebJHull Is this the companys New Coke moment"
X Link 2026-02-11T21:56Z 26.7K followers, [----] engagements
"Companies like Fastenal Jack Henry and Aaon are known for their thrift and anti-corporate cultures. What is often under appreciated is they have been absolute machines executing and its proven in the numbers"
X Link 2026-01-21T15:34Z 26.7K followers, [----] engagements
"Concise straightforward language is one of the clearest signals that a CEO knows what theyre doing. The opposite is also true"
X Link 2026-01-30T16:58Z 26.7K followers, [----] engagements
"Rare interview with Roper's Brian Jellison. We keep a low profile because theres no reason to keep a high one" https://www.businessobserverfl.com/news/2018/aug/10/roper-technologies-brian-jellison-president-ceo-top-500/ https://www.businessobserverfl.com/news/2018/aug/10/roper-technologies-brian-jellison-president-ceo-top-500/"
X Link 2025-06-15T04:16Z 26.7K followers, 19K engagements
"Who is the best CEO few people have heard of"
X Link 2025-08-31T14:20Z 26.7K followers, 81.4K engagements
"Compare Wertheims wealth to that of the Mendelson family. The Mendelsons dedicated their professional lives to building Heico. Wertheim bought and held the stock. The whole point of Sidecar Investing is to take advantage of this glitch. One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time. One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time"
X Link 2026-01-17T17:34Z 26.7K followers, 43.6K engagements
"This @mjmauboussin checklist is a big help in identifying the conditions that lead to mispriced stocks and whether an investor has an edge"
X Link 2023-12-01T14:40Z 26.7K followers, 32.9K engagements
"Ten years from now which CEOs will be on the Mount Rushmore of capital allocation"
X Link 2026-01-13T01:30Z 26.7K followers, 30.4K engagements
"One shareholder owns $3+ billion of Heico $HEI stock. He has never been an executive or Board member. This has to be one of the greatest investments of all time"
X Link 2026-01-15T00:50Z 26.7K followers, 199.1K engagements
"Each year I come across just two or three ideas that move the needle. This was one"
X Link 2026-01-23T18:21Z 26.7K followers, 46.1K engagements
"Related; to rip higher beaten down stocks often dont need news to be good just a little less bad. The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world. The extreme negative sentiment in software resembles the nobody will work in an office again from summer [----]. The market is acting like theres no nuance which of course exists in the real world"
X Link 2026-02-12T19:42Z 26.7K followers, [----] engagements
"I believe the folks who've done the best with Wal-Mart stock are those who have studied the company who have understood our strengths and our management approach and who like me have just decided to invest with us for the long run"
X Link 2025-11-07T15:51Z 25.9K followers, [----] engagements
"For every [----] investors who quote Buffett perhaps two follow his advice"
X Link 2025-11-17T16:55Z 25.9K followers, 19.9K engagements
"@HiddenMonopoly Unlike being a surgeon or physicist I dont know of any fundamental reason investing has to be complex. The best seem to do a few simple things exceptionally well. Perhaps Im missing something"
X Link 2025-11-22T15:56Z 25.9K followers, [---] engagements
"But when Perkins backed Tandem and Genentech or when Valentine backed Atari they could not muster the same certainty. They were investing in human founders with human combinations of brilliance and weakness. Love this passage; expecting perfection is unrealistic and shakes investors out of many great companies"
X Link 2025-11-24T01:29Z 25.9K followers, [----] engagements
"TL;DR The whole point is to find extreme asymmetric investment opportunities. Given the first idea its rational to ask what if everything goes right Truly great businesses will grow far larger than anyone - including those closest to the company - ever expects. Exceptional entrepreneurs are by definition misfits. Identifying them requires retraining your brain to see this as a turn on not a turn off. People are the greatest source of mis-priced optionality"
X Link 2025-11-24T21:21Z 25.9K followers, [----] engagements
"A wise investor once said: make your money work for you. Theres no better way than partnering with exceptional operators and letting them do their thing while we do ours"
X Link 2025-11-28T18:42Z 25.9K followers, [----] engagements
"The market doesnt care about your age where you went to school or how many Ray Dalio books youve read. All that matters is whether you are exploiting a mistake it is making pricing a companys stock"
X Link 2025-11-29T17:44Z 26K followers, 12.2K engagements
"Which book/article/podcast instantly rewired how you invest"
X Link 2025-12-01T03:52Z 25.9K followers, [----] engagements
"I very frequently get the question: Whats going to change in the next [--] years I almost never get the question: Whats not going to change in the next [--] years Jeff Bezos was talking about business but his insight is just as powerful in investing. If your goal is to predict next quarters earnings even if you are right what do you do the next day Strategies like this are a grind and require constant replenishment of ideas. There isnt any leverage. Focusing on what stays the same or changes more slowly is far more rewarding. Factors like leadership culture and the framework used to make capital"
X Link 2025-12-04T15:03Z 26K followers, [----] engagements
"I very frequently get the question: Whats going to change in the next [--] years I almost never get the question: Whats not going to change in the next [--] years Jeff Bezos was talking about business but his insight is just as powerful in investing. If your goal is to predict next quarters earnings even if you are right what do you do the next day Strategies like this are a grind and require constant replenishment of ideas. There isnt any leverage. Focusing on what stays the same or changes more slowly is far more rewarding. Factors like leadership culture and the framework used to make capital"
X Link 2025-12-04T15:51Z 26K followers, 35.2K engagements
"Holding an exceptional company is excruciatingly hard. Its frequently making all time highs tempting you to sell. And it also spends most of the time below its all time high so you wish you would have sold. No wonder few investors get rich"
X Link 2025-12-05T15:42Z 26K followers, [----] engagements
"I used to think successful investing was making a huge contrarian call the market would come around to agree with. Its more like riding a wave that is far bigger and longer than anyone expected"
X Link 2025-12-07T17:33Z 26K followers, 35.9K engagements
"Scouting places to spend a few months each year: Moderate summer weather near water close to major airport nice - but not pretentious. Which U.S. places fit the bill Also open to South America if easy to get back and forth"
X Link 2025-12-18T02:42Z 26.1K followers, [----] engagements
"@axiommoney Tell me more"
X Link 2025-12-18T05:28Z 26K followers, [---] engagements
"Lots of people try to build the next Berkshire Hathaway but for some reason they never copy Buffetts compensation"
X Link 2025-12-19T01:14Z 26.1K followers, 111.8K engagements
"My biggest winners have been backing CEOs who are plough horses; all grind little flash. My mistakes were the show horses"
X Link 2025-12-21T18:12Z 26.1K followers, 39.3K engagements
"@noodle_saint_7 People give themselves away"
X Link 2025-12-21T20:46Z 26.2K followers, [---] engagements
"100% of the information you have about a company represents the past and 100% of the value depends on the future"
X Link 2025-12-22T15:01Z 26.1K followers, 20.5K engagements
"@thesamparr Have read this piece more times than any other: https://www.newyorker.com/magazine/2010/01/18/the-sure-thing https://www.newyorker.com/magazine/2010/01/18/the-sure-thing"
X Link 2025-12-26T23:32Z 26.1K followers, [----] engagements
"My early investing years were spent looking for companies 30-50% undervalued. It was almost all noise. The leverage comes from situations where the market could be off by orders of magnitude"
X Link 2026-01-06T00:58Z 26.1K followers, 32K engagements
"The right CEO matters far more than the incentives"
X Link 2026-01-08T01:42Z 26.1K followers, [---] engagements
"The relentless pressure to find new ideas and turn investing into a manufacturing process is a huge challenge in fund management. The world doesnt operate that way. What Ive found works better is knowing precisely what you are looking for being ready to act quickly when an opportunity grabs you all without feeling the need to do anything. https://twitter.com/i/web/status/2010806608981573924 https://twitter.com/i/web/status/2010806608981573924"
X Link 2026-01-12T20:10Z 26.4K followers, 15.8K engagements
"The biggest rewards often come from companies that are still building their moats. This opportunity will persist because humans are uncomfortable with uncertainty and institutions are often driven by career risk. An investor who escapes these dynamics has a huge advantage"
X Link 2026-01-14T17:39Z 26.2K followers, [---] engagements
"@clubmaliboo Im often pleasantly surprised by the investing audiobooks included with Premium"
X Link 2026-01-16T02:53Z 26.3K followers, [---] engagements
"Who is in your CEO Hall of Fame"
X Link 2025-01-10T15:08Z 26.6K followers, 29.9K engagements
"@BigJohn043 @extremesb do you even have an office"
X Link 2025-08-19T19:45Z 26.6K followers, [---] engagements
"Nice fish although not the whale investors are waiting for. $PAR https://partech.com/press-releases/abelardos-mexican-fresh-chooses-par-technologys-full-suite-to-power-its-next-era-of-innovation/ https://partech.com/press-releases/abelardos-mexican-fresh-chooses-par-technologys-full-suite-to-power-its-next-era-of-innovation/"
X Link 2025-12-05T02:48Z 26.6K followers, [----] engagements
"20x in three years 15x in ten years 6x in three years 3x in one year My best investments had one thing in common: In the beginning they didnt seem like good ideas to others. They only rose when the doubt faded"
X Link 2025-12-26T15:28Z 26.6K followers, 26.3K engagements
"The biggest returns often come from companies that are still building their moats. This opportunity will persist because humans are uncomfortable with uncertainty and institutions are usually driven by career risk. An investor who escapes these dynamics has a huge advantage"
X Link 2026-01-14T17:40Z 26.6K followers, 11.6K engagements
"https://colossus.com/article/henry-ellenbogen-last-human-edge/ https://colossus.com/article/henry-ellenbogen-last-human-edge/"
X Link 2026-01-23T18:21Z 26.6K followers, [----] engagements
"All investments come with surprises. Capable management bends the odds toward them being pleasant"
X Link 2026-01-24T15:58Z 26.6K followers, [----] engagements
"Bruce Flatt on $BNRE investment portfolio in Dec [----] - while many long duration assets were getting wrecked. Common-sense rationality often looks prescient. $BN $BAM"
X Link 2023-04-03T20:18Z 26.7K followers, [----] engagements
"The key is to invest in things institutional fund managers cant or wont own"
X Link 2025-08-27T18:50Z 26.7K followers, 130.3K engagements
"Worrying about the economy is a sign the business you own isnt strong enough or management isnt good enough"
X Link 2025-11-13T23:41Z 26.7K followers, 19.4K engagements
"So many change agents and thought leaders and Mark Leonard is like yea I was a gravedigger"
X Link 2026-01-23T16:35Z 26.6K followers, [----] engagements
"This from @MichaelGielkens is a must-read for investors who want to learn what Chapters Group is building. $CHG.DE $MDCKF https://tresorcapitalnieuws.nl/en/tresor-ca-deep-dive-podcast-chapters-group/ https://tresorcapitalnieuws.nl/en/tresor-ca-deep-dive-podcast-chapters-group/"
X Link 2026-01-30T21:26Z 26.7K followers, [----] engagements
"@TSOH_Investing For all the flack they receive Wal-Mart provides an increasingly rare opportunity for entry level employees to work their way into well paying careers"
X Link 2026-02-02T20:49Z 26.6K followers, [----] engagements
"Owners act different. But skin in the game isnt enough. Its ownership + extraordinary talent that delivers outsized returns. Skin in the Game versus Reputation in the Game. (Also the JFK vs EWR effect). From Berkshire Hathaway Chairman's Letter [----]. HT Emre Yilmaz @nntaleb https://t.co/mqSxBULu7e Skin in the Game versus Reputation in the Game. (Also the JFK vs EWR effect). From Berkshire Hathaway Chairman's Letter [----]. HT Emre Yilmaz @nntaleb https://t.co/mqSxBULu7e"
X Link 2021-12-21T18:00Z 26.7K followers, [---] engagements
"Who is the best CEO few people have heard of"
X Link 2024-09-10T21:31Z 26.7K followers, 50.6K engagements
"Four of the six early PayPal employees had built bombs in high school"
X Link 2024-11-01T15:24Z 26.7K followers, [----] engagements
"Which business are you most confident will do well (but not spectacular) over the next [--] years"
X Link 2024-12-17T19:44Z 26.7K followers, 17.6K engagements
"Which companies do you feel this way about $CSU"
X Link 2025-01-19T17:26Z 26.7K followers, [----] engagements
"Love this filter. Its often a strong sign the company has a unique DNA. "Avoid hot stocks in hot industries. Great companies in cold non-growth industries are consistent big winners" - Peter Lynch "Avoid hot stocks in hot industries. Great companies in cold non-growth industries are consistent big winners" - Peter Lynch"
X Link 2025-11-02T16:30Z 26.7K followers, [----] engagements
"What was the biggest investment lesson you learned in 2025"
X Link 2025-12-23T18:39Z 26.7K followers, 17.4K engagements
"Munger and Buffett on sizing up a management team:"
X Link 2024-11-27T02:33Z 26.7K followers, 29.2K engagements
"I suspect few investors compound because it doesnt feel like what you expect. Its typically a long slow grind upward occasionally interrupted by excruciating drawdowns. Holding through them is grueling. It goes against human nature. In fund management it was almost impossible. Pressure from leadership the team consultants clients and potential clients led to capitulation at precisely the wrong time. As an individual investor identifying when the smart money is giving up gives you a huge edge"
X Link 2026-01-28T17:23Z 26.7K followers, [----] engagements
"This friend has been and may still be right. $CSU Investor I have a lot of respect for said $CSU.TO is like Berkshire Hathaway $BRK.B in [----]. I dont think hes wrong. Everyone knows the company and many feel late to the party. But its in the middle of a retooling that could create enormous scale. Get your popcorn. Investor I have a lot of respect for said $CSU.TO is like Berkshire Hathaway $BRK.B in [----]. I dont think hes wrong. Everyone knows the company and many feel late to the party. But its in the middle of a retooling that could create enormous scale. Get your popcorn"
X Link 2025-03-07T22:17Z 26.7K followers, 20.3K engagements
"Singletons share repurchases get most of the attention but those he issued while building Teledyne were just as important"
X Link 2025-11-04T15:52Z 26.7K followers, 12.4K engagements
"What company would you be disappointed to see taken out at a 25% premium"
X Link 2024-08-25T18:24Z 26.7K followers, 70.6K engagements
"7/ The pressure to do something especially when behind the performance eight-ball was also immense"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"8/ Technical analysis was used far more than people would admit publicly"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"11/ Incentives drive behavior. Full-stop. The risk PMs most worry about is career risk"
X Link 2020-07-19T02:49Z 26.7K followers, [---] engagements
"Love this from Pat Dorsey. In two simple slides he nails why some of the most extraordinary investment opportunities can be systematically mis-priced and hide in plain sight for years"
X Link 2020-07-21T04:22Z 26.7K followers, [---] engagements
"Brin and Page tried to sell the $GOOG algorithm to Excite for $1 million in [----]. Excite turned them down. Sometimes even founders dont know they are sitting on a gold mine. Investing is hard"
X Link 2020-10-04T19:36Z 26.7K followers, [---] engagements
"Bezos: Youre one of the richest guys in the world and its so simple. Why doesnt everyone just copy you $AMZN Buffett: Because nobody wants to get rich slow. $BRK Where is the slow crowd investing today"
X Link 2020-12-30T03:46Z 26.7K followers, [---] engagements
"I think about this a lot: On the buy side I toured an underground coal mine. On the way down our group was silent on the way out everyone chatted like experts on rotary rigs rock drills etc. Sure we gained knowledge but the idea it was unique or an edge was an illusion"
X Link 2021-04-23T02:53Z 26.7K followers, [---] engagements
"What is the first thought this brings to mind"
X Link 2021-08-22T23:53Z 26.7K followers, [---] engagements
"This paper changed my life. In hundreds of hours of reading and exploring each year there may be just one or two moments that really move the needle. In [----] I saw Zeckhauser in Boston and immediately knew the ideas in this paper had tremendous power. https://scholar.harvard.edu/rzeckhauser/publications/investing-unknown-and-unknowable-0 https://scholar.harvard.edu/rzeckhauser/publications/investing-unknown-and-unknowable-0"
X Link 2021-10-16T17:42Z 26.7K followers, [----] engagements
"This may be the most amazing retail stat Ive seen. $AAPL"
X Link 2022-03-13T18:04Z 26.7K followers, [----] engagements
"Scott McNealy CEO of Sun Microsystems in [----]. The more things change the more they remain the same"
X Link 2022-05-29T13:56Z 26.7K followers, [----] engagements
"This checklist from @mjmauboussin is a sound way to assess whether conditions are ripe for a stock to be mis-priced"
X Link 2022-07-06T17:48Z 26.7K followers, [---] engagements
"A 10% position that goes up 10% generates the same dollar return as a 1% position that doubles. Whats the lesson"
X Link 2024-03-28T02:23Z 26.7K followers, 330.4K engagements
"Negotiating with Buffett"
X Link 2024-03-29T03:36Z 26.7K followers, 1.1M engagements
"Fortunes are made by buying right and holding on. @BaronCapital has been reading Thomas Phelps"
X Link 2024-06-19T01:55Z 26.7K followers, 78.9K engagements
"This book is as good as The Outsiders. The Roper chapter alone is worth 10x the price. https://www.amazon.com/Lessons-Titans-Companies-Industrial-Sustainable/dp/1260468399 https://www.amazon.com/Lessons-Titans-Companies-Industrial-Sustainable/dp/1260468399"
X Link 2024-09-23T18:56Z 26.7K followers, 35.5K engagements
"While Twitter has replaced the Wall Street Transcript this idea is alive and well"
X Link 2024-11-15T18:03Z 26.7K followers, 46.2K engagements
"Countless hours spent reading Buffett letters hoping to become a better investor when the lesson was just to buy Berkshire"
X Link 2024-12-29T03:43Z 26.7K followers, 62.1K engagements
"Thomas Phelps in [----] formula still works"
X Link 2025-01-20T21:18Z 26.7K followers, 54.8K engagements
"This is an extraordinary exchange re: Buffett and a long time Berkshire shareholder"
X Link 2025-03-31T19:56Z 26.7K followers, 140.3K engagements
"Wish I read this years earlier. Most investors arent trying to earn big returns; theyre like people who want to get into shape but never go to the gym. The behavior has to match the goal. Phelps shows the way"
X Link 2025-06-21T16:21Z 26.7K followers, 23.4K engagements
"99% of what is written about Brookfield is noise. This is in the 1%. $BN becoming "de facto" an insurance-first company https://t.co/y9PUxoUelQ $BN becoming "de facto" an insurance-first company https://t.co/y9PUxoUelQ"
X Link 2025-08-07T20:07Z 26.7K followers, 69.6K engagements
"This was no ordinary human being. This video captures Buffetts genius more clearly than anything else Ive seen"
X Link 2025-09-06T03:44Z 26.7K followers, 43.7K engagements
"You dont have to make [---] good decisions; two or three can pay off for a lifetime"
X Link 2025-09-18T00:27Z 26.7K followers, 17.2K engagements
"Few signs are stronger than a CEO willing to shrink the business to improve core profitability before turning on the growth engine"
X Link 2025-10-03T14:18Z 26.7K followers, 33K engagements
"Since Amazon $AMZN does not typically optimize for earnings it has the flexibility to pull levers and print any number they want. Within reason. And Jassy knows the stock is in the dog house. Its a nice setup"
X Link 2025-10-27T18:26Z 26.7K followers, 26.1K engagements
"When I worked in fund management we spent tons of time and energy on idea generation. The sunk cost was real and led to many unforced errors. As a private investor Ive found the most compelling investment opportunities are simple and click within the first five minutes. But I never know when or where they are going to come from. Its one of the best parts of the game"
X Link 2025-11-05T18:12Z 26.7K followers, 43.1K engagements
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