AltAssetReview @AltAssetReview
Joined April 2026-
Tweets40
-
Followers13
-
Following132
-
Likes6
@financedystop So basically the same as 25 years ago.
0
0
0
153
0
View Details
The Oracle AI trade reminds me of the late '90s dot-com boom. Everyone rushing into “the future of infrastructure” with insane capex. A few winners (Amazon, Google) eventually emerged, but it took many years to figure out who they actually were. Patience is the real alpha.
Which asset class would Peter Lynch be attracted to right now, if he were looking outside of the stock market?
Elon Musk owes his trillionaire status to the Total Money Makeover.
@GuyTalksFinance The first year of trading is usually wild. And not just in a good way. - Initial retail bubble - Lockups expiring - Quarterly reporting working out kinks
@awealthofcs I'm bullish, but after lock-up expires.
Private equity, Crypto, Real Estate (luxury), Quant Fund
Has the farmland asset class valuation gotten ahead of itself? brownfieldagnews.com/news/economist…
The real estate LP game changed in a big way over the last 5-6 years.
Illiquidity premium sounds attractive. But: If you need liquidity, it further reduces the assets available to provide it, and increases the odds of making a decision you wish you didn't have to make.
Data center demand is driving land values in specific regions: 🏙️ Northern Virginia 🏜️ Phoenix 👨🌾 parts of Texas Power access > location is becoming the constraint.
Many private credit funds now compete on: 1. speed 2. flexibility 3. fewer covenants Not just pricing. That’s often a late-cycle signal.
“Floating rate” only shifts the risk. It is still there. From lender → borrower As rates rise, coverage ratios compress. That’s where defaults begin.
Farmland returns historically: ~8–12% annually (long-term US data) But: ~4–6% appreciation ~2–5% yield If appreciation slows, total returns follow.
Typical real estate syndication fees: 👉 1–2% acquisition 👉 1–2% annual asset management 👉 20–30% promote Before returns, a meaningful portion of economics is already allocated.
In venture capital: Top 5–10% of deals drive the majority of returns Which means: If you don’t have access to the best deals, your expected outcome changes materially.
flamesting @FrankDeya
3K Followers 7K Following 🚀 Biz Dev & Community Builder | 🌍 Bridging Global Web3 & African Markets | 🎙️ Host, @FOMOWeekly | 🤝 Partnerships • Growth • Expansion
Venu (private) @Venu_7X
407 Followers 4K Following Research-driven thematic investor & swing trader. Not financial advice Subscribe: https://t.co/qoUo2jO4i0
Paul Johnson @PaulJohnsonMN
5K Followers 1K Following Consulting Partner (Healthcare). My tweets are: 80% healthcare/consulting/career growth 10% angel and PE investing 10% random cycling, fly-fishing, and other
Nancy E @TahsinTbozkurt
15 Followers 797 Following professional feeler & playlist sharer 🎵 100% follow back
Elena U @mitsi8ily
1 Followers 57 Following chronically affectionate & chronically online 🫶 follow back
Oak Tree Minerals LLC @OakTreeTX
8 Followers 40 Following We provide investors access to diversified portfolios of producing oil & gas royalty assets in mature basins to produce strong income and compounding capital.
Ryan Detrick @RyannDetrck
231 Followers 6K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM
Bob Eliott @_BobEUnlimited
852 Followers 7K Following CIO at @UnlimitedFnds | PM of $HFND | Fmr IC @Bridgewater | Described as one of the few "sane" voices on #fintwit | Comments are not investment advice
Ashutosh Agarwal @aasus
602 Followers 4K Following Co-founder & CEO, @MatterFactAI (ex-Google Eng+PM) WallStreet quant turned engineer turned product manager. All views are my own.
Tobin Gorey @TobinGorey
54 Followers 1K Following Cornucopia Agri Analytics. Never say never. If you thought that was advice you weren't listening.
Charlie Muirhead @CharlieMuirhead
5K Followers 4K Following CEO CogX Festival of AI, Century City, Los Angeles & London | WEF Tech Pioneer | Founder https://t.co/fPb3bDU0ed | CEO Orchesteam plc to Nasdaq IPO & Rightster/Brave Bison
bill blair @xmannnnn
130 Followers 684 Following CEO/Ai/Blockchain/Senior RF Engineer Jr Accountant and Producer
flamesting @FrankDeya
3K Followers 7K Following 🚀 Biz Dev & Community Builder | 🌍 Bridging Global Web3 & African Markets | 🎙️ Host, @FOMOWeekly | 🤝 Partnerships • Growth • Expansion
Mauricio @MauOM
114 Followers 446 Following
Chris Legilisho @OleLegilisho
736 Followers 5K Following “You are the light of the world. A city that is set on a hill cannot be hidden. Matthew 5:14 NKJV
Reza Mohseni @FinanceScrutiny
3K Followers 821 Following I tweet about #financial markets,#earnings, #startups and M&As. Views aren't Advice.RT's not endorsements
MR. DODGE @aevieirafilho
257 Followers 4K Following
Peter P. Costa @PeterPCosta
5K Followers 1K Following Former NYSE Governor, Business Advisory Board Member, Family Office Chair, Keynote Speaker.....always bringing: Insight. Knowledge. Experience.
Andrea Bici @AndreaBici
960 Followers 5K Following 20 yr. healthcare equity analyst/ portfolio manager ; interim CFO for two UK private healthcare cos. Film fanatic. NYC 🗽& London 🇬🇧Anglophile. Francophile.
Dana Henderson @DHendy13
771 Followers 3K Following Deal Hunter, Software Salesguy Ex·tra·or·di·naire , Ol'School Dad, Phillipians 4:13
happyad @AdamTSchwartz
36 Followers 351 Following
Karen Forster @karenforsterx
4K Followers 5K Following karen by name and nature… here for the memes 🤣
Fund.Biotech.SemiEqui... @fundmyfund
12K Followers 482 Following Swing trader pairing technical & fundamental analysis in fast growing co's, along with a batch of long term ideas. Sarcastic takes offered free.
Farmland Advisor @FarmlandAdvise
16 Followers 67 Following A guide for owners of farmland, recreational land, and rural property. For our best analysis, join our mail list: https://t.co/bSXfW9RSqR
Christophe Barraud�... @C_Barraud
210K Followers 392 Following 🇲🇨 Head of Discretionary Management and Research at LIOR GP | PhD | Bloomberg 🇺🇸 🇪🇺 🇨🇳 "Top Forecaster" for several years | RT ≠ endorsement
Eric Balchunas @EricBalchunas
517K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Lawrence McDonald @Convertbond
145K Followers 14K Following NY Times Bestselling Author, over 1 million copies sold, now published in 12 languages globally. Long-time @CNBC Contributor, founder of the @BearTrapsReport
Seth Golden @SethCL
63K Followers 583 Following I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom Group
WALL ST JESUS @WallStJesus
181K Followers 7K Following He who hath ears to hear, let him hear ▪️sweeper fetish ▪️ equity market handicapper & speculator since '97 ▪️link for a 7-day trial 👉🏼 https://t.co/YSzVEQGAP2
Thomas (Tom) Lee (not... @fundstrat
630K Followers 932 Following CIO Fundstrat Capital @FundstratCap $GRNY $GRNJ| Research Head @fundstratdirect | @CNBC Contributor | Chairman @BitMNR $BMNR BitMine | Wikipedia: https://t.co/8QsXKpzGT7
Kantro @MichaelKantro
111K Followers 949 Following Chief Investment Strategist @Piper_Sandler. Voted Wall Street's #1 Portfolio Strategist in '24 & '25. #HOPE. CFA. Girl dad. https://t.co/EBG0jU7WoE
Carter Braxton Worth @CarterBWorth
140K Followers 311 Following CNBC’s Chart Master CEO/Founder of Worth Charting LLC
Ben Carlson @awealthofcs
347K Followers 705 Following Trying to bring some common sense to the world of finance. NEW BOOK: https://t.co/R9CBu4QfjK
Bob Elliott @BobEUnlimited
260K Followers 790 Following CIO at @UnlimitedFnds | PM of $HFGM, $HFEQ, $HFMF, $HFND | Fmr @Bridgewater IC | One of the few "sane" voices on #fintwit | Comments not investment advice
Callum Thomas @Callum_Thomas
137K Followers 4K Following Head of Research, Founder: @topdowncharts Global Macro & Asset Allocation Research (tweets = not advice) NOTE: I will never DM you -- beware of scammers.
Thomas Thornton @TommyThornton
130K Followers 8K Following Hedge Fund Telemetry - Data Collection, Analysis, Communication, and Control. Long/Short hedge fund manager
Liz Ann Sonders @LizAnnSonders
665K Followers 772 Following Chief Investment Strategist, Schwab Center for Financial Research. Disclosures: https://t.co/UPkjXThiIk
Ryan Detrick, CMT @RyanDetrick
216K Followers 1K Following Chief Market Strategist at @CarsonGroupLLC 🔎 for the perfect BBQ Host to the Facts vs Feelings podcast CNBC Contributor Portfolio Manager to +$8B in AUM
Mark Jenney @markjenney
47K Followers 726 Following Entrepreneur turning ideas into reality. Started 30 companies. $1 Billion + in sales. Sold last company to KKR. Currently building one of a kind luxury Airbnbs.
Sean @SeanODowd15
44K Followers 4K Following Buying single family rentals in Elite School Districts as GP for Scholastic Capital | Ex-BCG | Wharton
Savoir Finance @finance_savoir
312 Followers 223 Following Integrate, Forecast, Invest & Profit with Savoir’s curated blockchain and RWA & investment platform. For: Business Finance Professionals Sophisticated Investors
James Johns @jamesjfounder
56 Followers 1K Following Currently working with @seedlegals on pre-seed round for @bulkbuydirect. SEIS & EIS compliant. Rapidly growing business. All in place to scale. Get involved
Shiv Narayanan @shivn22
11 Followers 258 Following CEO of How To SaaS, 2x Bestselling Author, Host of the Private Equity Value Creation Podcast
Jonathan Mazur @Mazurlazer
18 Followers 172 Following
Andy B @AndyBloeuff
498 Followers 3K Following
Edward Olson @edward_ols19977
1 Followers 14 Following
Ana Morgan @ana_morgan77505
2 Followers 20 Following
Giulia Romano @GiuliaRoma12900
1 Followers 14 Following
Alina Newton @NewtonAlin15893
3 Followers 14 Following
KKR @KKR_Co
35K Followers 493 Following KKR is a leading global investment firm. We aim to deliver strong returns and shared success to those we serve – and the world at large.
SuperReturn @SuperReturn
8K Followers 784 Following SuperReturn provides the leading private equity and venture capital events across the globe, featuring the biggest players in the industry.
Antoine Gara @AntoineGara
11K Followers 7K Following US private equity and deals editor at the Financial Times. Previously covered all things finance for @Forbes
Invest Europe @InvestEuropeEU
42K Followers 3K Following The voice of #investors in privately held companies in #Europe with €1.25 trillion capital under management/2024 #PrivateEquity #VentureCapital #Infrastructure
Tim O'Brien @OBrienTweets
637 Followers 2K Following
Peter Thomson @PeterJThomson
7K Followers 7K Following Chief Technology Officer @IcehouseVenture Advocate of design thinking & equity crowdfunding. Coffee blogger, ski instructor & business author: https://t.co/VVrkd4yYw3You might like
Elon Musk
@elonmusk
240.5M Followers
Barack Obama
@BarackObama
119.3M Followers
Donald J. Trump
@realDonaldTrump
111.7M Followers
Cristiano Ronaldo
@Cristiano
110.3M Followers
Rihanna
@rihanna
97.6M Followers
NASA
@NASA
92.1M Followers
Justin Bieber
@justinbieber
90.8M Followers
Taylor Swift
@taylorswift13
81.3M Followers
Lady Gaga
@ladygaga
72.9M Followers
Kim Kardashian
@KimKardashian
69.7M Followers
Virat Kohli
@imVkohli
69.6M Followers
YouTube
@YouTube
68.7M Followers
Bill Gates
@BillGates
63.8M Followers
Neymar Jr
@neymarjr
62.3M Followers
CNN
@CNN
61.9M Followers
X
@X
60.8M Followers
Selena Gomez
@selenagomez
60.6M Followers
CNN Breaking News
@cnnbrk
59.9M Followers
PMO India
@PMOIndia
58.4M Followers
The New York Times
@nytimes
53.6M Followers