Jerry Capital @JerryCap Twitter profile

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@ToT__LAND

Jerry Capital

@JerryCap

7 months

Ozempic Resistant Super Doritos. That's how this ends.

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Jerry Capital

@JerryCap

2 years

Alternative take. Name someone worth $1.5 billion who took less risk. Cook is risk adjusted wealthiest dude on the planet.

Trung Phan

@TrungTPhan

2 years

Tim Cook has been Apple's CEO since Aug. 24, 2011. Over this span, Apple's market cap has jumped from $340B to -- just today -- $3T. Despite this massive gain, Cook is only worth $1.5B. LESSON: You don't get rich being an employee.

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Jerry Capital

@JerryCap

2 years

It's not over until Ackman cries on CNBC

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Jerry Capital

@JerryCap

4 years

Why $SQ started their card reader using the microphone jack.

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Jerry Capital

@JerryCap

2 years

What was your favorite signal of the top in the tech bubble?

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Jerry Capital

@JerryCap

6 years

@naval At your recommendation

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Jerry Capital

@JerryCap

3 years

"Stress comes from not taking action over something that you can have some control over. If I find that some particular thing is causing me stress, that is a warning that there is something that I haven't completely identified in my conscious mind that is bothering me." - Bezos

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Jerry Capital

@JerryCap

2 years

If you aren't buying stocks here you're making a macro call. That can work, lots of ways to invest, and of course it feels like we are gonna keep going lower... But if you're a fundamental investor and you can't find something to meet your hurdle at this point you're just scared.

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Jerry Capital

@JerryCap

3 years

My Notes on Statistical Consequences of Fat Tails Real World Preasymptotics, Epistemology, and Applications By @nntaleb

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Jerry Capital

@JerryCap

3 years

$MSFT Long Thesis Thread 👇 1/n Trillion dollar company that is allowed to do acquisitions

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Jerry Capital

@JerryCap

3 years

$ARKK Top Holdings I am 0/48, how about you?

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Jerry Capital

@JerryCap

2 years

Why ya'll hating in Ackman? He's literally doing what you do all day. I for one welcome the threads and would love to see more threads from famous investors. It's fucking awesome.

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Jerry Capital

@JerryCap

2 years

$AVLR is the highest conviction idea I have had in a couple years and (finally) one of my largest positions. In the US midmarket they are essentially the only competitive offering.

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Jerry Capital

@JerryCap

1 year

OpenAI is worth closer to zero than $29 billion

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Jerry Capital

@JerryCap

3 years

$PTON accidentally embracing their Veblen good status

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Jerry Capital

@JerryCap

2 years

Shopify is starting to look like the poster child for the Tech 2.0 Bubble. EV/Sales 52x to 5.2x $SHOP

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Jerry Capital

@JerryCap

2 years

Cathie Wood ARK expected returns balloon to 60%

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Jerry Capital

@JerryCap

2 years

$GOOG is up 70% this year and the NTM P/E has contracted

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Jerry Capital

@JerryCap

3 years

No EAs h/t @nntaleb

Christine Carrillo

@ChristineCarril

3 years

The most undervalued asset of a CEO is an Executive Assistant. My EA saves me 60% of time. I'm able to run a tech startup, coach 7 CEO's every month, write & surf every day, take @david_perell 's intense WOP course, cook dinner and read every night. Here's how:

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Jerry Capital

@JerryCap

2 years

We went from flying spaceship cars being a viable business model to streaming not being a viable business model in 4 months.

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Jerry Capital

@JerryCap

2 years

Why it's smart for $GOOG to burn as much $ as possible on cloud

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Jerry Capital

@JerryCap

2 months

When you Google "Sydney Sweeney" this is what comes up. It takes 30 seconds (practically infinite in internet time) to scroll past this to get to Google's "10 blue links". Compare this to Perplexity where all you get is the Wikipedia section. What are we even talking about at…

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Jerry Capital

@JerryCap

4 years

Ask yourself this. Would your fund manager go on CNBC and cry in front of the whole world to get 100x?

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Jerry Capital

@JerryCap

2 years

2022 Prediction @jack gets banned from Twitter

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Jerry Capital

@JerryCap

2 years

Finally some positive news for $FB

Market Rebellion

@MarketRebels

2 years

Renowned NYU marketing professor Scott Galloway says the $FB Metaverse is a "giant flaming bag of shit"

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Jerry Capital

@JerryCap

4 years

Value investors trying to understand SaaS valuations.

Steve Stewart-Williams

@SteveStuWill

4 years

Curiosity isn't unique to human beings. Exhibit A: This silverback and his son studying a passing caterpillar... Source:

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Jerry Capital

@JerryCap

2 years

It's not hard to find cheap stocks, it's hard to have money left to buy them.

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Jerry Capital

@JerryCap

2 years

I love these

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Jerry Capital

@JerryCap

3 years

"Senator we sell payment for order flow"

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Jerry Capital

@JerryCap

5 years

I can't stress how good this write-up is. Read @MineSafety explain $V business model in a way a five year old could understand (never an easy task!). If you have not studied $V read this don't bother with the boring quarterly info.

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Jerry Capital

@JerryCap

6 months

"I've learned so much from Munger" He whispers to himself as he triple checks the yipit data for the week.

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Jerry Capital

@JerryCap

3 years

Re-read Zero to One Fantastic book and worth reading twice.

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Jerry Capital

@JerryCap

2 years

Last year the market gaslighted you into believing the worst businesses of all time were worth something. This year the market gaslighting you into believing the best business of all time are worth very little.

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Jerry Capital

@JerryCap

1 year

"The CEO of $GOOG has one job. Do not let ChatGPT secure a leadership position in AI search/discovery. And that's exactly what has happened. 200 million people now treat ChatGPT as a verb synonymous with discovery in the age of AI. They breached the $GOOG moat". - @altcap

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Jerry Capital

@JerryCap

1 year

2021: Venture *Capitalist* 2023: Venture *Socialist*

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Jerry Capital

@JerryCap

2 years

I am officially calling the bottom everyday until there is a bottom.

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Jerry Capital

@JerryCap

2 years

$AMZN down 4% AH which makes no sense because the retail business is free.

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Jerry Capital

@JerryCap

3 years

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Jerry Capital

@JerryCap

2 years

in case u need to lose a boner fast

Elon Musk

@elonmusk

2 years

in case u need to lose a boner fast

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Jerry Capital

@JerryCap

2 years

10% returns are fine, forgive me dear market God for ever wanting 20%

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Jerry Capital

@JerryCap

3 years

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Jerry Capital

@JerryCap

9 months

The Warren Buffett Archive on CNBC What a beautiful thing.

The definitive collection|||Buffett in his own words

2024 meeting is now available The Warren Buffett Archive is the world’s largest collection of Buffett speaking about business, investing, money and life. - 31 full Berkshire Hathaway annual meetings,...

buffett.cnbc.com

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Jerry Capital

@JerryCap

3 years

Name a book you read in under two* days. Need a reading list. (*or 3, or n, but you couldn't put it down) Thanks!

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Jerry Capital

@JerryCap

2 years

Munger going out with a -100% on $BABA is his final lesson

*Walter Bloomberg

@DeItaone

2 years

*CHARLIE MUNGER’S DAILY JOURNAL NEARLY DOUBLES ALIBABA HOLDING $BABA

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Jerry Capital

@JerryCap

3 years

Saw my first Buffett quote of this correction

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Jerry Capital

@JerryCap

3 years

"90%+ of Afterpay and Klarna balances are repaid using debit and credit" cc: $V $MA

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Jerry Capital

@JerryCap

2 years

How tech investors view todays inflation report vs. How Powell views todays inflation report

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Jerry Capital

@JerryCap

3 years

I just finished "The Cancer Code" by Jason Fung ( @drjasonfung ) easily the best book I've read this year. Highly recommend.

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Jerry Capital

@JerryCap

2 years

Re-reading Capital Returns: Investing Through the Capital Cycle h/t Han Lue for the Hard Copy

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Jerry Capital

@JerryCap

3 years

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Jerry Capital

@JerryCap

2 months

Dad what were the roaring 20s like? We were all drinking Celsius and getting rich while bears were complaining about inflation and drinking legacy sodas

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Jerry Capital

@JerryCap

1 year

413 pages = 🚩

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Jerry Capital

@JerryCap

2 years

Amazon buying maps of everyone's house. $IRBT

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Jerry Capital

@JerryCap

5 years

Nygren Presentation at CFA Brazil Intangibles, Price to Book, FCF>NI, Owner Operators (Skin in the Game), traditional "value" investing vs. FCF/share, etc.

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Jerry Capital

@JerryCap

1 year

$AAPL

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Jerry Capital

@JerryCap

2 years

$GOOG trading at 1x FCF "did you know advertising is cyclical"

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Jerry Capital

@JerryCap

3 years

Pretty soon a strip club in the US gonna be worth more than the FANGs of China.

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Jerry Capital

@JerryCap

1 year

HBS Case Study

@jason

@Jason

1 year

. @KimKardashian is more successful than 99.99% of graduates from HBS -- but would have never been accepted to attend the program. Tells you everything you need to know.

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Jerry Capital

@JerryCap

2 years

Context $V $MA

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Jerry Capital

@JerryCap

3 years

"Almost 40% of survey respondents who switched to other retail trading apps said they switched to $SQ Cash App"

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Jerry Capital

@JerryCap

2 years

Anyone have an experience being down 90% on a stock and holding/adding and making money?

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Jerry Capital

@JerryCap

2 years

People think buying 100x EV/Sales stocks is scary, but have you ever bought something at 4x P/E.

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Jerry Capital

@JerryCap

3 years

“The stock market is a giant distraction from the business of investing.” - John C. Bogle

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Jerry Capital

@JerryCap

5 years

"40% of every VC dollar is spent on $FB $AMZN $GOOG " "Ad impressions and click-throughs get bid up to outrageous prices by startups flush with venture money"

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Jerry Capital

@JerryCap

3 years

@perma_bear @ARKInvest You're a loser.

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Jerry Capital

@JerryCap

2 years

100 billion for Rivian, $SHOP working on NFTs, Munger buying $BABA, valuing a company from Kazakhstan with an EV/Sales multiple.

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Jerry Capital

@JerryCap

4 years

Greenhaven Q4 Letter Long $ESTC "Elasticsearch, has become the default search tool to be integrated into one’s website or to search one’s data. While Google is used to search the internet, Elastic is for the rest of the data."

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Jerry Capital

@JerryCap

3 years

"South Korea is likely to bar Google and Apple from requiring software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases, the first such curbs on the tech giants by a major economy." $AAPL

South Korea set to curb Google, Apple commission dominance

South Korea is likely to bar Google and Apple from requiring software developers to use their payment systems, effectively stopping them from charging commissions on in-app purchases, the first such...

www.reuters.com

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Jerry Capital

@JerryCap

2 years

Only Buffett quotes can save us now.

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Jerry Capital

@JerryCap

3 years

"its hard to be smart if you're a crazy leftist" - Munger

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Jerry Capital

@JerryCap

2 years

Stock Market Update

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Jerry Capital

@JerryCap

5 years

Greenlight on their $NFLX short position

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Jerry Capital

@JerryCap

2 years

Longevity Simplified "All I Want To Know Is Where I'm Going To Die So I'll Never Go There" - Charlie Munger This book does a good job telling you {where} you will die. Good news is you don't have to go there. 1/2 to 3/4 of you who read this tweet will go there anyways.

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Jerry Capital

@JerryCap

1 month

It's fascinating how plausible this sounds for being exactly wrong

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Jerry Capital

@JerryCap

3 months

$META up $35 AH Bottomed at $90 per share

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Jerry Capital

@JerryCap

2 years

When Buffett was making 30% annualized like three people knew how to value an option.

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Jerry Capital

@JerryCap

2 years

Why don't you just own...

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Jerry Capital

@JerryCap

3 years

The shadow of the poor soul who had to film this.

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Jerry Capital

@JerryCap

2 years

Imagine waiting 15 years to buy $AMZN on GAAP earnings

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Jerry Capital

@JerryCap

2 years

Semiconductors are no longer cyclical, they just go straight down.

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Jerry Capital

@JerryCap

3 years

$SHOP trading at same EV/Sales multiple as pre-pandemic

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Jerry Capital

@JerryCap

2 years

$SHOP trading at roughly the average sales multiple of IPO to 2019

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Jerry Capital

@JerryCap

1 month

Private Equity Software Deals

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Jerry Capital

@JerryCap

3 years

Name a FinTwit head of investor relations For Example: $TDG - @willis_cap $CSU - @LibertyRPF $FB - @Post_Market

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Jerry Capital

@JerryCap

2 years

Dalio thinks China will be stronger than US technologically and militarily in the next five to 10 years.

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Jerry Capital

@JerryCap

2 years

You might zero

Jerry Capital

@JerryCap

2 years

Never trust anyone think for yourself. Li Lu could zero.

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Jerry Capital

@JerryCap

2 years

$SQ worth less than what people were valuing cash app last year at.

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Jerry Capital

@JerryCap

3 years

What are the most important private companies? (yes, Stripe, I get it, what else though?)

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Jerry Capital

@JerryCap

10 months

Iger is an investment bankers dream

Bob Iger Shifts From Building an Empire to a Disney Yard Sale

Netflix just had its best month in years and Disney is looking to sell its TV assets. What does that mean for the future of Hollywood?

www.bloomberg.com

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Jerry Capital

@JerryCap

2 years

Looking forward to reading the Q2 hedge fund letters

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Jerry Capital

@JerryCap

3 years

Another day where my stocks are up because of fundamentals and your stocks are in bubbles.

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Jerry Capital

@JerryCap

8 months

Global Payments TAM and Market Share $ADYEN

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Jerry Capital

@JerryCap

4 years

Correlation between people who called it a flu, blew up their equity portfolio and are now calling for mass murder.

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Jerry Capital

@JerryCap

1 year

Apple gonna cause a financial crisis

Tom Noyes

@noyesclt

1 year

Opened Apple's Savings account in 45 seconds... funded from my from my 0.1% savings account instantly using debit card.

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Jerry Capital

@JerryCap

6 years

Spent yesterday reading Amazons Shareholder Letters. Here are some of my favorite Quotes: Thread 1/N

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Jerry Capital

@JerryCap

3 years

$FB

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Jerry Capital

@JerryCap

4 years

"GS takes the math all the way out to 2040 to see total revenue of over $161B." $SHOP. $SHOP trading at about 0.6x 2040 sales.

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Jerry Capital

@JerryCap

2 months

Google coming for office faster than Microsoft coming for search

Paul Couvert

@itsPaulAi

2 months

Google has integrated AI into Slides You can now generate slides, images, text for your presentations. This Gemini integration is available natively without installing anything. Here's how to use it and an overview of what it can do:

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Jerry Capital

@JerryCap

3 years

A new competitor for $NFLX = $EVO $EVO isn't only gambling but entertainment + game shows at home. $EVO has a shot at bringing the entire world into a game show 24 hours of the day, seven days a week, anywhere in the world with zero downtime.

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Jerry Capital

@JerryCap

3 years

Holy Shit $CROX

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