There’s an @ for that
I don’t know what I would do without Twitter.
Which is funny, because for the longest time I didn’t really *get* Twitter. Technically, I opened my Twitter account in April of 2009, but by and large it sat dormant as very few of my friends used it and the “Twitter lingo” all seemed very foreign and intimidating to me. It wasn’t until 2015 that I had even begun to scratch the surface on how a social media outlet could have such an influence on my career. Today, I wholeheartedly believe that financial professionals who are not active on the platform in some form or fashion are at a disadvantage to their peers that are.
Can it be a distraction? Sure, if you let it become one. But it can also be an indispensable resource for anyone working in a knowledge-based profession as a means to connect and engage not only with others within your direct circle of competence, but also – and perhaps more importantly – to learn from those whose domains fall outside of your wheelhouse. Much like politics, there’s little benefit if all you do is surround yourself in an echo chamber of all of your preexisting beliefs.
Over the last couple of years, I have been amazed by the depth of subject matter expertise I have encountered on just about every single investment topic you can think of. It distinctly reminds me of Apple’s iPhone “there’s an app for that” ad campaign.
Only instead of there being an “app” for everything, on Financial Twitter (or FinTwit as I’m told the cool kids call it) there is an “@” for everything.
I wanted to share some of the people I follow that have provided me the most value across a broad spectrum of topics. The list is in no particular order other than being a funnel of sorts, beginning with those having what I would consider more broad based expertise down to those that I follow specifically to learn more about a particular area or niche. In other words, from a mile wide and an inch deep to an inch wide and a mile deep.
(Links to each person’s Twitter profile page have been included.)
General Investing Wisdom and Insight
Morgan Housel, Collaborative Fund, @morganhousel
Ben Carlson, A Wealth of Common Sense, @awealthofcs
Bob Seawright, Above the Markets, @RPSeawright
Jason Zweig, Wall Street Journal, @jasonzweigwsj
“Jesse Livermore”, Philosophical Economics, @Jesse_Livermore
Sam Lee, SVRN Asset Management, @svrnco
Potpourri (Current Events, Market History, Shits and Giggles)
Josh Brown, The Reformed Broker, @ReformedBroker
Mike Batnick, The Irrelevant Investor, @michaelbatnick
Eddy Elfenbein, Crossing Wall Street, @EddyElfenbein
Barry Ritholz, The Big Picture, @ritholtz
Tadas Viskanta, Abnormal Returns, @abnormalreturns
Peter Lazaroff, Plancorp, @PeterLazaroff
Isaac Presley, Cordant Wealth Partners, @SeekingDelta
James Osborne, Bason Asset Management, @BasonAsset
Patrick O’Shaughnessy, O’Shaughnessy Asset Management/Invest Like the Best podcast, @patrick_oshag
Shane Parrish, Farnam Street, @farnamstreet
Mike Dariano, The Waiter’s Pad, @mikedariano
Charlie Bilello, Director of Research at Pension Partners, @charliebilello
“Jake”, EconomPic blog, @EconomPic
Nick Maggiulli, Of Dollars and Data blog, @dollarsanddata
The Human Finance Encyclopedia
Michael Kitces, Nerd’s Eye View, @MichaelKitces
Corey Hoffstein, Newfound Research, @choffstein
Meb Faber, Cambria Investments, @MebFaber
Wes Gray, PhD, Alpha Architect, @alphaarchitect
Cliff Asness, AQR Capital Management, @CliffordAsness
Dan Egan, Director of Behavioral Finance and Investing at Betterment, @daniel_egan
Dr. Daniel Crosby, Nocturne Capital, @danielcrosby
Richard Thaler, Professor of Behavioral Science and Economics at University of Chicago, @R_Thaler
Brian Portnoy, Virtus, @brianportnoy
George Pearkes, Bespoke Investment Group, @pearkes
Mark Dow, Behavioral Macro, @mark_dow
Bill McBride, Calculated Risk blog, @calculatedrisk
Ben Johnson, Director of Global ETF Research for Morningstar, @MStarETFUS
Eric Balchunas, ETF Analyst for Bloomberg Intelligence, @EricBalchunas
Dave Nadig, CEO of ETF.com, @DaveNadig
Jeff Ptak, Head of Global Manager Research at Morningstar, @syouth1
Venture Capital/Angel Investing/Startups
Fred Wilson, Union Square Ventures, @fredwilson
Jerry Neumann, Neu Venture Capital, @ganeumann
Craig Shapiro, Founder of Collaborative Fund, @cshapiro
Josh Wolfe, Lux Capital, @wolfejosh
Howard Lindzon, StockTwits/Social Leverage, @howardlindzon
Jeffrey Carter, Hyde Park Angels/West Loop Ventures, @pointsnfigures
Naval Ravikant, CEO and co-founder of AngelList, @naval
Ari Paul, CIO & Managing Partner of BlockTower Capital, @AriDavidPaul
Chris Burniske, author of “Cryptoassets: The Innovative Investor’s Guide to Bitcoin and Beyond”, @cburniske
J.C. Parets, All Star Charts, @allstarcharts
Andrew Thrasher, Portfolio Manager for The Financial Enhancement Group, @AndrewThrasher
Jon Boorman, Broadsword Capital, @JBoorman
Brent Beshore, CEO of adventur.es, @BrentBeshore
Ian Cassel, MicroCapClub, @iancassel
Lisa Abramowicz, Bloomberg, @lisaabramowicz1
David Schawel, New River Investments, @DavidSchawel
Lady FOHF, @LadyFOHF
Joey FIshman, Ritholz Wealth Management, @JoeyFishman
Blair H duQuesnay, ThirtyNorth Investments, @BlairHduQuesnay
Lawrence Hamtil, Fortune Financial Advisors, @lhamtil
Bill Winterberg, FPPad, @BillWinterberg
Simon Lack, SL Advisors, @SimonLack
Deep Value Investing
Toby Carlisle, Carbon Beach Asset Management, @Greenbackd
Ben Thompson, Stratechery, @benthompson/@stratechery
Scott Galloway, Author of “The Four: The Hidden DNA of Amazon, Apple, Facebook, and Google”, @profgalloway
As an investment professional, it’s too easy to fall into the trap of dismissing other methods of investing. There are plenty of ways to skin a cat in financial markets and just because one way works well for me, it doesn’t mean that what works well for someone else is of no value. At the end of the day, we are all here to learn and to make money in support of our financial goals. It is the very diversity of strategy and opinions that makes me love this industry so much.
If you’re an indexer, follow some stock pickers.
If you invest in a plain vanilla allocation, follow some “alts” people.
If you’re “buy and hold”, follow a few technicians.
If you’re a fundamental investor, follow some quant nerds.
If you invest only in public markets, follow some private capital allocators.
I promise they won’t bite. And best of all, you’ll become more well-rounded and have fun in the process.
P.S. the list above is by no means exhaustive and I am sure there are a handful of people I have (unintentionally) overlooked or – better yet – that I have yet to come across. Message me if you have someone in mind that I should add!
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