Compound248 💰
@compound248"That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
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@mjmauboussin
@ChrisBloomstran
@DanielSLoeb1
@modestproposal1
@marketplunger1
@FrederikNeckar
@_inpractise
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@NonGaap
@joelmcohen
@GavinSBaker
@borrowed_ideas
@rsandler21969
@puppyeh1
@bizalmanac
I’ve been blessed to spend time with many of the world’s great investors. 20 years ago, I made a point to hunt down the best. Many are now popular on Fintwit - Nick Sleep, Li Lu, Chuck Akre. Others should be - Chris Hohn, Larry Robbins, and more. For🎄: 12 lessons I learned🧵👇
John Malone, in conversation with the great David Faber, compares $NFLX to $WBD. Malone notes Warner Bros Discovery and Netflix have roughly the same Revenue and EBITDA, but Netflix’s market cap is 12x bigger than Warner’s (for important reasons!):
Wait, did I meme something into existence?
🚨 Breaking - Interior 🚨 Donald Trump selects Oklahoma’s Joe “Exotic” Maldonado to lead the Department of Interior’s U.S. Fish and Wildlife Service.
🚨 Breaking - Interior 🚨 Donald Trump selects Oklahoma’s Joe “Exotic” Maldonado to lead the Department of Interior’s U.S. Fish and Wildlife Service.
The Maffei era has come to an end. Incredible job 🫡
🚨 BREAKING - FTC 🚨 TRUMP NOMINATES CHAMPION OF COMPETITION, JOHN MALONE, TO HEAD FEDERAL TRADE COMMISSION.
🚨 Breaking: In a rare cross-aisle olive branch, Elon just asked @AOC to join him and Vivek in DOGE. #SheSaidYes ❤️
Xavier Niel is an absolute unit.
$TIGO minting FCF on a $4.6B market cap: • $271mm FCF on the QUARTER • Consolidating market positions • Nearly all major segments growing • Deleveraging rapidly - soon all excess cash flow can be returned • 40% shareholder who very likely wants to take this private can you…
Millicom ($TIGO), which has a $4.7B market cap, just sold a portfolio of 7,000 towers for ~$1 billion. That’s a lot of liquidity available for shareholder returns. French telco billionaire Xavier Niel recently acquired 40% of the LatAm telco company…
I love both these guys. But, let’s be honest, this is why the hellscape that is Twitter is the greatest place on earth. 🤜 ❤️ 🤛
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Who to follow
-
Michael Mauboussin
@mjmauboussin -
Christopher Bloomstran
@ChrisBloomstran -
Daniel S. Loeb
@DanielSLoeb1 -
modest proposal
@modestproposal1 -
Brandon Beylo
@marketplunger1 -
Frederik Gieschen
@FrederikNeckar -
In Practise
@_inpractise -
DaRazor
@akramsrazor -
Mike
@NonGaap -
Joel Cohen
@joelmcohen -
Gavin Baker
@GavinSBaker -
Mostly Borrowed Ideas
@borrowed_ideas -
Ricky Sandler
@rsandler21969 -
Jeremy Raper
@puppyeh1 -
Andy 🍕🏔️
@bizalmanac
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