Brinton Johns
@bjohns3Beekeeper at NZS Capital -- I just tweet about bees and retweet stuff @bradsling says. . . Advice about bees, not investments.
Similar User
@bradsling
@jbathgate
@_inpractise
@chriswmayer
@LongHillRoadCap
@Scuttlebutt_Inv
@GreenhavenRoad
@JMihaljevic
@ElliotTurn
@SouthernValue95
@PrefShares
@1MainCapital
@soonervaluecap
@scuttleblurb
@_ram_
Hypothesis: The hallmark of disruption is an intense focus on vertical integration.
History was made at the 2024 edition of the Barkley Marathons! Jasmin Paris became the first woman to ever finish the event, and a record-breaking five runners finished. irunfar.com/2024-barkley-m…
It's earnings season, the sun is out and it's 60 degrees. Time for the investors @NZSCapital to take a hike!
How to Have Meetings that Don't Suck...A new paper from @bjohns3 Learn why we ♥️ to have meetings at NZS! There are some simple suggestions everyone can implement along with some uncomfortable concepts that might require a culture shift at your org. nzscapital.com/news/meetings
Interviews with NZS investors including recent posts from @blarsonbrf on Trane from @bizbreakdowns and @jbathgate discussing the chip industry can be found here: nzscapital.com/media/recent-i…
Trane Technologies? This company embodies the irresistible allure of industrial pureplays Thank you to Brett Larson and @NZSCapital for bringing this one to @bizbreakdowns ▫️ $50bn market cap (TT) yet rarely discussed ▫️ 100+ year history of between independence and…
Feels a little weird to read this from our June 2020 op-ed and see it essentially finally happening today, with some help from the government. The Apple issue seems especially true more than ever. In many ways this was, and still is, inevitable. marketwatch.com/story/a-semico…
List of people with zero proven track record of predicting the future of the economy: -Fed employees -Venture capitalists -Public market investors -CEOs -Economists -Approximately all 8B people on planet Earth nzscapital.com/sitalweek/rede…
The NZS Capital investment team joined @gilbert and @djrosent and the @AcquiredFM audience to talk Complexity Investing: youtube.com/watch?v=zc6BJ-…
Reminder - tomorrow is our talkback with the @NZSCapital guys! We'll be on Zoom at 4 PM PT discussing the ideas in their Complexity Investing whitepaper. Register here: us02web.zoom.us/meeting/regist…
Spoke about AMD and Non-Zero-Sum value drivers for tech ecosystems; and the deflationary power of tech this morning on @CNBCTechCheck with @jonfortt and @carlquintanilla cnbc.com/video/2022/08/…
Phase transitions and the supply chain: It's most helpful to think of semi cyclicality from a systems perspective. Let's use traffic as a mental model to better understand cyclicality. A 🧵
Great conversation with NZS's @joe_furmanski on Cloudflare and security. Glad to hear that this is going to end up being a two-parter.
Deep Dive: Cloudflare $NET w/ @joe_furmanski - What does Cloudflare do? What value do they provide to customers? - Can Cloudflare compete with AWS? Do they need to? - Thoughts on management? Thoughts on valuation? Spotify➡️open.spotify.com/episode/3mt18I… Apple➡️podcasts.apple.com/us/podcast/clo…
Nature can be brutal. Found last year's queen out in front of the hive. The bees decided they wanted a new one. So they bit her right forewing off and tossed her off the landing board.
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Who to follow
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brad slingerlend
@bradsling -
Jon Bathgate
@jbathgate -
In Practise
@_inpractise -
Chris Mayer
@chriswmayer -
Implied Expectations
@LongHillRoadCap -
Scuttlebutt Investor
@Scuttlebutt_Inv -
Greenhaven Road
@GreenhavenRoad -
John Mihaljevic
@JMihaljevic -
Elliot Turner
@ElliotTurn -
SouthernValue
@SouthernValue95 -
Bauncey Chillups
@PrefShares -
Yaron Naymark
@1MainCapital -
soonervaluecap
@soonervaluecap -
scuttleblurb
@scuttleblurb -
Ram Parameswaran
@_ram_
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