Read Capital @Read_cap
Investing Amsterdam Joined August 2010-
Tweets465
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Followers3K
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Following792
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@JerryCap @heartof_thesea yeah, but now going from great to horrible to a uncertain maybe okayish
@JerryCap @heartof_thesea I'm fine with taxing realised gains, unrealised not so much
@JerryCap @heartof_thesea First unrealised cap gains, and hopefully realised cap gains in the future. Either way, it’s just a ridiculously stupid idea
@JerryCap @heartof_thesea We don’t at the moment. Instead, we have a wealth tax of 36% based on a fictional return (gov calc). In 2026, rate will be 6%, meaning you’ll be taxed 2.16% on assets above a certain threshold. This is great for stock investors. Now we are moving toward a capital gains system
@JerryCap @heartof_thesea The tax system will first move to tax unrealised capital gains, but the government has communicated that it aims to move to a system where only realised capital gains are taxed. It will likely take years, though
@heartof_thesea @JerryCap Driven by a court ruling yes, this idea is being rushed through. Politicians seem incapable of walking back poor decisions. The caveat is that the system will likely only last a few years until we move to realized capital gains
@JerryCap Pray they come to their senses (nobody wants this), change tax vehicles or emigrate
@LTVresearch If you speak a bit of Spanish, this is a pretty light and easy read by the founder on the culture and ideas at $CBAV
Link in bio for my write-up on $CBAV. I view this as one of the most attractive & mispriced securities in the market. Has grown EBITDA >20% each of the last 2 years, ROIC >30% and trades at sub 8x EBITDA with a 11% FCF yield. Float dynamics are improving and I see >100% upside.
Almost a third of shareholders believe the new CEO’s pay is excessive, with a maximum of £2.2 million for 2025 -a figure that few American CEOs would accept 45% CAGR since he took over as CEO. $GAW.LN
@CompTortoise "Look to my coming at first light on the 5th day. At dawn, look to the East"
5 million percent 🫡
Warren Buffett said he will ask the board of Berkshire Hathaway to replace him as CEO with his already designated successor, Greg Abel, at year end. Read more: cnb.cx/3F0zxjj
TerraVest is building out an all-weather manufacturing footprint to win in North America (& beyond) -> markets are rough so I thought I'd share some of my work here on the public side 🙂 -> 👇🏻 these are $TVK.TO's facilities that manufacture trailers - carbon steel, aluminum, stainless ( example pics in post below) -> LBT Inc is the newest, acquired yesterday (Omaha) -> this doesn't include facilities that make bobtails -> TVK now the biggest trailer manufacturer in North America
Jerry Capital @JerryCap
59K Followers 621 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Pythia Cap: Partially... @PythiaR
71K Followers 1K Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Lawrence Hamtil @lhamtil
39K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Prepared Remarks @P_Remarks
33K Followers 947 Following
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Barry Schwartz @BarrySchwartzBW
38K Followers 352 Following President & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
InnocenceCapital.AI (... @InnocenceCapit1
17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Leandro @Invesquotes
57K Followers 964 Following Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Francisco Amador | Sl... @SleepwellCap
24K Followers 751 Following PE & VC at Arqos Capital, a Venezuela-focused fund. Former HF Analyst. Having fun & learning at Sleepwell. Infinitely curious. Take your pleasures seriously.
The Transcript @TheTranscript_
101K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Andy 🍕🏔️ @bizalmanac
10K Followers 404 Following 👨🏭Getting rich slowly | 🌆 stonks {🧙♂️🏯returns focused mgrs.👨🏭🥦 } 🎨Business & investing |🧘Happiness snob | #BillsMafia | 🐉Chaos is a ladder
Marcelo P. Lima @MarceloLima
30K Followers 4K Following Trying to find moats riding S-curves. Entrepreneur, investor. It’s always Day 1. @IncreasingRtrns host. Sign up for updates: https://t.co/IXlHVhOANw
Braden Dennis 📊 @BradoCapital
23K Followers 674 Following Engineer, Founder & Investor. CEO of @Fiscal_ai
3:10 Value @310Value
11K Followers 5K Following Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. [email protected] https://t.co/BmHjJLItKG
Kyogoku777 @Kyogoku7771
1 Followers 142 Following
Deep Value Stocks @1000ValueStocks
184 Followers 2K Following Discovering the most undervalued companies
Saran Baskar @_saranbaskar
201 Followers 3K Following “If you believe what I’m saying and you buy the fund, that’s your problem.” - same disclaimer as Terry Smith applies
Jay Dilks @DilksJay
7K Followers 4K Following I hope something good happens to you today.Retired/Military/Pub/Private Investor. A ship in harbor is safe, but that is not what ships are built for. Go Long.
combo1776 @combo1776
40 Followers 677 Following
Osman Poroy @osmanporoy1
714 Followers 2K Following Hedge Fund / Global Equities/ Commodities. Tweets are not recommendations.
Rolf Braathu @RHBraathu
32 Followers 320 Following
Rob Kelly @rwkelly07
54 Followers 1K Following
DumbMoney @Dumb_Money_
55 Followers 639 Following
Matthew Donen @mattdonen
134 Followers 604 Following
CashROIC @CashROIC
22 Followers 175 Following Investing is the intersection between economics and psychology
——- @cm81857973
3 Followers 2K Following
Dmitry Baulin @AstutexAi
2K Followers 223 Following Reformed compounder bro from my corporate life and social arb bro from my PA. Working on becoming a systematic trader. https://t.co/2cvFyl7I1Q
Value-Investor.net @value_investor1
592 Followers 228 Following Value and market. Looking for value with focus on DACH. No investment advice. Do your own research.
JuIian Klymochko @JuIianKlymochk0
1K Followers 1K Following CEO and CIO @AccelerateFT | Powering Diversification with Leading Alternative Investment Solutions
Levered @LeveredTheTits
2 Followers 185 Following
𝒥 @3600xy
42 Followers 2K Following Humanity-Centered Activist Investor 🎨 🌐 ♻️ Quant Research, Macro, ESG, Corporate Governance, Credit, AI/ML, Blockchain, Luxury/Consumer
Thalia @Brerrar84675
188 Followers 6K Following You are never too old to set another goal or to dream a new dream.
Shannon @ankunding33183
226 Followers 7K Following
Chris, A Research Guy @aresearchguy
2K Followers 236 Following I run a LO RIA focused on compounding, concentrated on best ideas, Pittsburgh. DM to chat.
AIP @Anomaly_Invest
403 Followers 276 Following High-quality, research-backed financial analysis and practical lessons for intelligent investors. No clickbait, just rigorous, actionable insights.
tomerdbz @tomerdbz
5 Followers 129 Following
Manana Investing @MananaInvesting
1K Followers 874 Following On a path to be better everyday! Investing in Public Companies. TSX/TSXV/NYSE/NASDAQ. Investment Journal. Nothing is investment advice. Do your own diligence.
Tomaws @Tomaws896441
11 Followers 892 Following
Hambino Capital @hambinocapital
532 Followers 707 Following LO concentrated equities slugging on hanging value. If the market hangs it, I bang it. Chicks dig the long ball.
HiJoJo Partners @HiJoJoPartners
1K Followers 690 Following 個人投資家のためのユニコーン投資プラットフォーム https://t.co/UVsw2tUWDt 【運営】 HiJoJo Partners株式会社 金融商品取引業者:関東財務局長(金商)第3065号 第二種金融商品取引業、投資運用業、投資助言・代理業 【加入】 (一社)第二種金融商品取引業協会 (一社)資産運用業協会
2500cap @2500capital
1K Followers 720 Following Opinions my own. Not investment advice or a solicitation to buy/sell any securities. Long/Short positions may change without notice.
Virmoo @Virmoo172210
6 Followers 147 Following
SJR @SJR008
82 Followers 3K Following
FannyHubbard @o7T0m1jkf123SI
47 Followers 2K Following
8% Value Activist @8valueactivist
345 Followers 207 Following All about activist stocks especially Japan, FCF compounders & investment strategies. We are on Substack, Spotify, Youtube: https://t.co/acAbIAIq6m
CherylBruno @351BtP2fV279T
20 Followers 824 Following
GladysElinor @3d0wrRho25w7X
61 Followers 2K Following
PollyBrook @G6gYVCbci15j9Z2
27 Followers 1K Following
MargueriteJasper @5o8VQYmE3W7GRo
29 Followers 855 Following
BessThackeray @x7843k3LmYe13
18 Followers 526 Following
the Knicks are perfec... @darkfiber12
351 Followers 1K Following
Jerry Capital @JerryCap
59K Followers 621 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Pythia Cap: Partially... @PythiaR
71K Followers 1K Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Gavin Baker @GavinSBaker
259K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Mostly Borrowed Ideas @borrowed_ideas
149K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Lawrence Hamtil @lhamtil
39K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Paul Enright @pmje73
28K Followers 257 Following
Prepared Remarks @P_Remarks
33K Followers 947 Following
Liberty 💚🥃 @LibertyRPF
31K Followers 1K Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu66YG (free 1x/week, podcast, 29,700+ subscribers)
Alex Morris (TSOH Inv... @TSOH_Investing
65K Followers 4K Following Founder of TSOH Investment Research Author of "Buffett & Munger Unscripted" https://t.co/93ijcEjMcC https://t.co/vVDDujAyyn
Bread Crumbs Research @breadcrumbsre
26K Followers 582 Following People-centric investing. Unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing" (Marathon AM)
In Practise @_inpractise
26K Followers 710 Following A Primary Research platform for long-term fundamental investors.
Barry Schwartz @BarrySchwartzBW
38K Followers 352 Following President & CIO at Baskin Wealth Management. Baskin Wealth or I may own stock mentioned in tweets. None of this is advice - do your own work!
Trevor Scott @TidefallCapital
40K Followers 1K Following No politics, sports or social tweets. Just investing. Tweets are not investment advice.
Mike @NonGaap
37K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Sidecar Investor @sidecarcap
28K Followers 826 Following Private Investor | World-Class Operators | DMs Open
Adam⛰️ @AssetTraveller
8K Followers 892 Following 🧭 6-year streak of 20%+ returns in the stock market. Canadian, enjoy travelling, AI, information/news. Information = Edge. Tired of government waste.
LANDMAN @HoganPash
710 Followers 1K Following Land is Priceless. Just my opinions not financial advice.
Kerrisdale Capital @KerrisdaleCap
91K Followers 191 Following We tweet investment ideas. Please read our legal disclaimer at https://t.co/QPFWQo6HS4
My Own Advisor @myownadvisor
13K Followers 4K Following Early retiree thanks to DIY investing in stocks and ETFs. Golf Sicko. Follow with thousands at: https://t.co/fKNE2MnIYP
Jochem Verzijl - AAIG @JochemAAIG
668 Followers 199 Following Investor based in Europe specialised in finding asymmetric opportunities in the micro cap space. MSc Business Administration. Research Writer @ AAIG.
Mike @BlackScholesMan
12K Followers 407 Following
Jensen Huang Stock Tr... @HuangTracker
30K Followers 0 Following Tracking Huang's trades so you can invest alongside.
SP🅰️C-M🅰️N @SPACMAN17
3K Followers 55 Following Hedge Fund PM in a prior life. Ask me anything. Not investment advice, just opinions and thoughts. Please do your own due diligence.
Kairos Investment Res... @LDiscernment
4K Followers 730 Following Private Investor. Value oriented. https://t.co/Fu2hHnZVtr | Soli Deo Gloria
Moz @onslowshipping
1K Followers 208 Following occasional shipping, events, mining, energy. Other ideas sometimes. allergic to grifters and unethical fintwit. once a lawyer 🇦🇺
JP Insights @Aktiehedonist
23K Followers 216 Following I write about the boring stuff behind AI. Power, cooling, optics, networking, semis and data centers. NFA
Rogier van Kuijk @eenrijkerleven1
4K Followers 113 Following 1982. Belegger vanaf zijn 11e. Deelt content over financiën, crypto, tech en reviews sinds 2020. Geëmigreerd naar Spanje 🇪🇸 in 2026!
The Inflection Econom... @inflectionecon
12K Followers 1K Following High conviction ideas and musings from the GPs of Logos LP. Disclaimer: Not financial advice. May buy and sell securities without disclosures.
EquityInsight @equityinsight_
27 Followers 29 Following Not Investment Advice. Always do your own research.
HR7 | Japan Equity CM... @HR7_Japan_CMA
23 Followers 1 Following Unlocking hidden value in the Japanese market 🇯🇵. Focus on structural reforms, governance plays, and misunderstood mid-caps. CMA certified.
Benjamin Ocvirk @mrhaeschen
582 Followers 389 Following investing in stocks - passive investing since 2008, active investing since 2017 salesperson for medical supplies, former electrician
OddStats @OddStats
87K Followers 124 Following Retired finance professional. I can't see the future and neither can you; anyone who says different has something to sell. NOTHING I SAY IS INVESTMENT ADVICE.
Dave Data Guy | autho... @DGretta_Author
27K Followers 619 Following Author 📚 | Stock investor + financial education advocate | rocket scientist | MBA: Finance | IT, BI, AI + SQL database professional | opinions not advice
Jay Dilks @DilksJay
7K Followers 4K Following I hope something good happens to you today.Retired/Military/Pub/Private Investor. A ship in harbor is safe, but that is not what ships are built for. Go Long.
Coffee House Stocks @CoffeeStocksGuy
15K Followers 1K Following British Equity Investor | Catching Asymmetric bets in Robotics, Space and AI
AlmaCap @AlmaCap114204
16K Followers 212 Following Escaping the permanent underclass by touring Korea Tweets for entertainment and are not financial advice. https://t.co/tN9HQwtFlc
Korea Value Hunter @koreavaluehunt
15K Followers 28 Following Interactive Brokers just allowed trading on Korean stocks for the first time. Korean stocks are the cheapest stocks in the world. I find them and buy them.
🇯🇵 Japan Small-... @japan_cap
2K Followers 35 Following Japanese investor focused on uncovering value in Japanese small-cap stocks. Based in Japan. Tweets are for info only, not investment advice.
siddy jobe @SiddyJobe
4K Followers 2K Following Portfolio Manager @Econopolis Exponential Tech. Fund. Let’s talk about Finance, Tech, Business & everything in between. Antwerp University, Vlerick & Berkeley.
KawzInvests @KawzInvests
115K Followers 405 Following Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD
0SG @Zerosumgame33
25K Followers 399 Following Contrarian small/micro investor focused on asymmetric levered equities with catalysts to unlock asset value & earnings power. Cash flow inflections drive stocks
Andrew Coye @andrewcoye
3K Followers 2K Following Musings about investing and trail running. Not investment advice. Life is short, art long, opportunity fleeting, experience deceptive, judgment difficult.
Andrew Brown Dynastic... @abroninvestor
8K Followers 2K Following SOTP value equity investing, Dynasty Trust. Manchester United, Scunthorpe United, Sydney Roosters NRL, travel. Investment views are NOT advice so DYOR!!
Tokyo Deep Value @TokyoDeepValue
34K Followers 10 Following Japanese stocks are the last great deep value trade on earth. Rock solid balance sheets. Monster cash flows. Dirt cheap prices. I find them and buy them
Public @public
59K Followers 776 Following Investing for those who take it seriously. Multi-asset investing. AI that works for your portfolio.
Odd Diligence @OddDiligence
15K Followers 1K Following Long/short event-driven trading, looking under pebbles and rocks. Not investment advice.
Atul Goyal 🎮 🏌�... @agoyal00
3K Followers 3K Following 21+ yrs Japan tech/gaming equity research | Seen on CNBC, Bloomberg | Quoted in WSJ, FT on Nintendo, Sony, Softbank | Uncovering multi-baggers.
Three-Legged Stool @valiovalentino
983 Followers 209 Following Trying to identify the real growth in economic value per unit of ownership.
Safe&CheapStocks @SafeCheapStocks
597 Followers 323 Following If you don't know who you are as an investor the market is an expensive place to find out.
Niels Koerts @KoertsNiels
7K Followers 345 Following
deep value insights @NoelWieder
2K Followers 128 Following I search for mispriced tiny stocks | “Price is my due diligence” ~ Buffett
Nick @nicholasp66
7K Followers 437 Following Investor Scouring the Globe for Great Investments Very little is needed to make a happy life it is all within yourself in your way of thinking. Marcus Aurelius
Rolf Braathu @RHBraathu
32 Followers 320 Following
Johan @semicap
4K Followers 492 Following Life, liberty and the pursuit of happiness. - e/acc. - Free speech. - Stocks & Semiconductors. - Author of https://t.co/fTq5rb7S0j 🇺🇲🇸🇪🇺🇦
Sutje @SutjeSH
559 Followers 104 Following Former @sutjeinvestor Investing in boring stocks “Investment is most intelligent when it is most businesslike.” -Benjamin Graham
Nicotine Capital @nicotinecap
1K Followers 103 Following Investing in the future of nicotine via $BTI $BATS. Not investment advice. Not registered & not an investment advisor. Do your own research.
Monolith Capital @Monolith_Cap
10K Followers 324 Following Looking for niche market leaders with long investment runways. Not financial advice. Always do your own due diligence.
MG - investor @MGinvestor
5K Followers 466 Following Concentrated Investor in UK markets. Looking for management who under-promise and over-deliver. DM to discuss shares. Family office
Bram Van Genechten @BramVGenechten
2K Followers 297 Following Fundamental long-term investing in high quality companies. Visuals & numbers. Life wisdom. Health. Never investment advice, always do your own research.
Quiet Compounders @JayusCap
15 Followers 91 Following
waterboy @waterboystocks
4K Followers 671 Following Notes and portfolio updates -- https://t.co/iYGeMSiyvA





















