FinTwit Substacks @FinTwitSubstack

Sharing FinTwit’s best substacks, blogs and podcasts. DM me if you have a substack you’d like me to share. New York, USA Joined December 2021

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FinTwit Substacks @FinTwitSubstack

3 years ago

Interesting. “Freedom of speech”

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Shane Parrish @shaneparrish

4 years ago

What was the best book you read in 2022 and the main lesson you took from it?

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FinTwit Substacks @FinTwitSubstack

4 years ago

“Although there are several indications that OPEC+ production has peaked…the most compelling is the sheer lack of investment. OPEC+ countries have been underinvesting in oil production capacity for years” @BisonInterests @joshyoung bisoninterests.com/content/f/opec…

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Jason Zweig @jasonzweigwsj

4 years ago

If you’re looking for gifts this holiday season, here are my suggestions for the books every investor should own. If you’re looking to read and learn, you need books that have stood the test of time. These few will, I believe, still be indispensable decades from now.

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FinTwit Substacks @FinTwitSubstack

4 years ago

doomberg.substack.com/p/poof-of-work…

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FinTwit Substacks @FinTwitSubstack

4 years ago

“At some point in the boom-bust cycle, enterprises engaging in a bit of chicanery to skirt through a manageable crisis find that once the culture accepts having stolen a penny, ethical incrementalism makes stealing nickels, dimes, and quarters all but inevitable.” @DoombergT

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FinTwit Substacks @FinTwitSubstack

4 years ago

“At a minimum, an investment in Airbnb at today’s valuation requires a view on outsized GBV growth beyond $100 billion and / or normalized profit margins in excess of management’s long-term guidance.” @TSOH_Investing thescienceofhitting.com/p/growth-and-p…

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FinTwit Substacks @FinTwitSubstack

4 years ago

“Our identities get wrapped up into the things that we do and eventually, they become the things that we are. The time that we spend doing things define us. Spend that time wisely.” @kylascan kyla.substack.com/p/trust?r=4emk…

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Michael Mauboussin @mjmauboussin

4 years ago

Attention valuation fans: we have a new report out today on return on invested capital (ROIC). It updates and extends work from 2014. morganstanley.com/im/publication…

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Tansu Yegen @TansuYegen

4 years ago

He has Cerebral Palsy and wanted to skate board so his mom created this for him so that he could. Mother Of The Year🌸

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FinTwit Substacks @FinTwitSubstack

4 years ago

“If you are looking at a controlled company, always check to see if they return capital when appropriate. I love to see a company with a track record of paying special dividends or doing tender offers for big chunks of stock.” @IdeaBrunchEmail @natstewart5 ideabrunch.substack.com/p/idea-brunch-…

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FinTwit Substacks @FinTwitSubstack

4 years ago

“Aron diluted existing shareholders so forcefully it bordered on the obscene. By more than quintupling the # of common shares outstanding, AMC raised $3.2bn from financing over the past 10 quarters, but only $965mm remains on the B/S” @DoombergT on $AMC doomberg.substack.com/p/a-very-speci…

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FinTwit Substacks @FinTwitSubstack

4 years ago

“Remember, Elon Musk is 51 years old and a father of 10—not a 12-year-old boy.” @VickiBryanBondA on $TSLA bondangle.substack.com/p/tesla-splits…

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FinTwit Substacks @FinTwitSubstack

4 years ago

@frankinvesting Here’s another great list. If you’re looking for new substacks take a look at this page. We try to share interesting Substacks and blogs as they come out.

FinTwit Substacks @FinTwitSubstack

4 years ago

Who are some of your favorite substack or newsletter writers? I’ll start. @DoombergT @NeckarValue @TSOH_Investing @BearCaveEmail @kevinmuir @hkuppy @matthewstoller @InvestedComms @01Core_Ben @bisoninterests @AndrewRangeley

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FinTwit Substacks @FinTwitSubstack

4 years ago

Zoltan. Credit Suisse

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FinTwit Substacks @FinTwitSubstack

4 years ago

“Central banks went from waging a war against deflationary impulses coming from the globalization of cheap resources (labor, goods, and commodities), to “cleaning up” the inflationary impulses coming from a complex economic war.” plus2.credit-suisse.com/0361fed6-09dd-…

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FinTwit Substacks @FinTwitSubstack

4 years ago

“Behavior shifts influence capitalism and commerce and culture. We can do our best to examine these shifts and predict their ripple effects, but ultimately we’ll have to just wait and find out.” @rex_woodbury digitalnative.substack.com/p/10-character…

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Alex Brogan @_alexbrogan

4 years ago

Charlie Munger is a modern-day polymath and one of the most respected investors of all time. He credits reading 500 pages/day with much of his success—his children even call him a book with legs. Here are 20 of the most transformative books he recommends (to read first):

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FinTwit Substacks @FinTwitSubstack

4 years ago

“The contagion would be purely from a liquidity standpoint, and this is the biggest factor that would make the Fed rotate off the current tightening policy.” @deerpointmacro deerpointmacro.substack.com/p/fed-will-bac…