I’m signing off for a while, friends 👋
The #Fintwit gods are good are presented me with an opportunity that deserves my full attention 🤓
Feel free to email me, bizalmanac@gmail.com 📥
Y’all know I love it here, and probably too much. Some thoughts on #Fintwit below 💜
(1/6)
This website is dripping with ideas. Value, growth, quality, international, special sits, microcap, REPE, REITs, technical analysis, crypto, energy, SAAS, SMIDs, dividend growth, income 💧
What used to happen on VIC, G&D, Sumzero and idea dinners now happens here
(2/6)
The amount of skilled and talented investors, professionals and hobbyists, hanging out here is vast. If you share with the community, publicly or privately, you surely will receive back equal or more in models, notes and thoughts from many smart folks, often in DMs 🤝
(3/6)
If you’re young and/or looking to improve or for a job, share on fintwit. If you want to sharpen a thesis or identify bear cases, share the bull case on fintwit. If you want new ideas…you get the idea! 💡
(4/6)
But it ain’t all good..
Noise overwhelms signal.
Even for accounts with high signal to noise ratio, you have to suffer through a lot of gif volleying, politrix, shitposting etc. 🫵
(5/6)
Latest tweets instead of home, blocking, muting accounts and keywords all help but only to a degree.
Twitter is a constant exercise in improving and optimizing your feed and is not for the faint of heart 🏃♂️
(6/6)
Lasted almost a month
And I recently shared two snack-bite sized blog posts:
$WSO - Carrier's Gift
bizalmanac.substack.com/p/carriers-gift
$POOL - Out of the Blue
bizalmanac.substack.com/p/out-of-the-b…
Another snack sized blog post about one of my industrial businesses, this time detailing ODFL's real estate investments
$ODFL
🚛🚛🚛
bizalmanac.substack.com/p/land-grab?sd…
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