Brandon Beylo @marketplunger1 Twitter profile | Pikagi

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Brandon Beylo

@marketplunger1

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Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉

Maryland, USA

https://t.co/rVOdJUnxQI

Joined July 2018

Don't wanna be here? Send us removal request.

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@marketplunger1

Brandon Beylo

@marketplunger1

2 years

Michael Burry's ( @michaeljburry ) Investment Strategy One-Pager - Buy roadkill - Sell when roadkill's been polished - Care little about general market - Focus on FCF & Enterprise Value - Invest in Rare Birds - Hold 12-18 Stocks - Buy within 10-15% of 52-week low Love it.

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@marketplunger1

Brandon Beylo

@marketplunger1

8 months

Warren Buffett during market volatility.

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Brandon Beylo

@marketplunger1

9 months

Bruce Greenwald invited Li Lu to speak to his class on value investing. The result is a 90 minute masterclass on how to be a value investor. If you haven't watched the video, do it now. If you have, it's worth re-watching. Here is a list of my favorite quotes from Li Lu 👇…

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Brandon Beylo

@marketplunger1

7 months

This is the most coherent explanation on why going “fully EV” makes no sense (for now). Get this man in charge of an energy committee.

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Brandon Beylo

@marketplunger1

2 months

After watching Dune Pt. 1 and 2 I am convinced I need to start reading Science Fiction. Sci-Fi Twitter, I need your help. What are some great Sci-Fi series for beginners like myself?

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Brandon Beylo

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2 years

$NFLX executives this morning.

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4 months

The European Mind Cannot Comprehend.

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@marketplunger1

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@marketplunger1

1 year

Warren Buffett is one of the greatest investors ever. Which is surprising considering he doesn't: - Do cold plunges/take cold showers - Use a sauna 3-4x a week - Eat super clean - Sleep on an Eight Sleep Mattress - Wake up at 4AM to workout What's his edge ... Luck?

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2 years

Charlie Munger watching cryptos crash this week.

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@marketplunger1

Brandon Beylo

@marketplunger1

3 months

This is how you solve the mining labor crisis. Millions of Gen Z’ers playing video games all day can finally put that to good use. Give them a joystick and $100K base salary. Can move rock from the comfort of their home. Technology is amazing. #Mining

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@marketplunger1

Brandon Beylo

@marketplunger1

3 years

VCs adding value:

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3 months

@buccocapital How does this business not generate 40% profit margins.

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@marketplunger1

Brandon Beylo

@marketplunger1

3 years

If this isn’t the greatest stock call in history than I don’t know what is. @ParikPatelCFA

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1 year

We're in the early innings of a metals and mining super cycle. It's important to develop the analysis/valuation tools now to capture tomorrow's opportunities. Here's a thread on everything you need to know about Valuing Metals and Mining Companies. Let's get after it ...

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1 year

One of the best ways to learn about the Copper Industry is by studying the Top 10 Global Producers. I read each of the Top 10 #Copper Producer quarterly reports so you don't have to. Here's a thread on the most important data and themes from the world's largest players ... 🧵

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1 year

Who did this 😂

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1 year

Copper is one of the most exciting metals to study. We're obsessed with "Electrifying" the world. But we have completely ignored the MASSIVE metals supply/demand imbalance. This creates one of the most asymmetric bets in all of markets. A thread on the copper setup ... 🧵

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Brandon Beylo

@marketplunger1

3 months

First Druckenmiller. Now Elliott Management. The Big Boys are telling you its time to pay attention to metals and mining assets.

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3 years

The Next Warren Buffett

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6 months

Coinbase $COIN competitive strategy in a nutshell.

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@marketplunger1

3 months

My brother, who NEVER texts me about stocks or investing, just sent me this message. Take it for what it’s worth. $NVDA

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1 year

Bill Miller is one of the greatest investors of our generation. He beat the S&P 500 for 15 straight years. And he returned 119% in 2019. He's the brain-child of Buffett, Graham, John B. Williams, and Munger. Here are three of Miller's most important investing lessons ... 🧵

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3 months

“Nvidia $NVDA can’t keep making new highs!” Nvidia:

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1 year

The End of Accounting belongs on the shelf of every serious investor. Usefulness of financial information in investor's decisions is at an all-time low. This book discusses: 1) Why that's the case 2) How it happened 3) How you can fix it A thread on each section ... 🧵

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11 months

Twitter: “The economy is crashing bro. Recession is here bro.” The economy:

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1 year

This image will never not be funny.

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1 year

George Soros needs no introduction. He broke the Bank of England. He generated a 32% CAGR for 30+ years. He taught Stanley Druckenmiller the trading ropes. $1,000 invested w/ Soros would have been worth $4M+ by 2000. Here are five trading lessons from The Palindrome ... 🧵

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1 year

Bruce Kovner is the Greatest Market Wizard you've never heard of. He averaged ~90% CAGR during his 10 years at Commodities Corp. Then he generated a 21% CAGR for 28 years at his own fund. Oh, and before that, he was a cab driver. Here are his six trading principles ... 🧵

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3 years

Someone had to.

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1 year

Michael Burry is one of the most popular value investors in the game. He's a contrarian that buys odd-ball, roadkill stocks that others don't. I dissected his seven write-ups from Value Investors Club to see how he analyzed stocks. A thread on the five lessons I learned ... 🧵

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1 year

Investing is easy. Just buy Quality Compounders and wait. Take Amazon $AMZN, for example. If you invested $10,000 in $AMZN in Sept. 2018 ... You'd have roughly $10,000 today. Good enough for a ~0% 5YR CAGR. See? Easy.

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1 year

Besides Warren Buffett, there is only one man Charlie Munger trusts with his capital. That man is Li Lu. Lu runs Himalaya Capital and has reportedly generated a ~30% CAGR since 1998. He's a Buffett/Graham disciple. Here's a thread on six investing lessons from Li Lu ... 🧵

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Brandon Beylo

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7 months

Forget multi-baggers. Pitch me a stock that won’t go down 50% over the next 12-18 months.

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1 year

Hidden Champions is the best business book you haven't read. It dissects the lessons from 500 of the world's best yet unknown companies. These quiet businesses dominate their industries w/ 70%+ market share! Here's a thread on the 7 most important lessons from the book ... 🧵

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Brandon Beylo

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2 years

Michael Marcus turned $30,000 into $80,000,000 over a 20 year trading career. That's not a typo. He was featured in @jackschwager 's original Market Wizards book as one of the best traders to ever do it. Here are three of his most important lessons ... 🧵

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1 year

Fisher Investments on Energy is a fantastic book for investors entering the Energy space. It breaks down the industry into its 5 main sub-sectors and covers the most important drivers in each segment. A thread on the most important questions within each Energy sub-sector ... 🧵

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2 years

It took Microsoft $MSFT ~17 years to reach its 2000 all-time highs. But yes, I'm dying to know how your shitco will bounce back to trade at new highs in the next 12-18 months.

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23 days

I’ll leave this chart here. Have a great weekend, folks.

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11 months

My Energy Industry Reading Stack: • Oil • Energy • The Frackers • The Big Rich • Fisher Invest on Energy • Crude Volatility • Oil Man • Fossil Future • The World For Sale • The Prize • Price Wars What would you add to this list?

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Brandon Beylo

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1 year

Capital Returns is a must-read for any investor that wants to up their game. The book teaches you how changes in an industry's supply side can affect competitive positioning, economics, and more. You can read it in a weekend! Here are my 5 Favorite Lessons from the book ... 🧵

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4 months

Emerging Markets are VERY cheap here. It’s been 52 years since EMs were this cheap relative to US equities. What’s your favorite Emerging Market play?

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1 year

Peter Lynch is one of the most successful investors to ever live. His Magellan Fund generated a 29% annualized return during his tenure. My friend @MJBaldBard created a 23-page Playbook to learn how to invest like Peter Lynch. Read it here:

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2 years

Quality of Earnings is one of my favorite investing/accounting books. It's a must-read that only takes a weekend! And man are Quality of Earnings more important than ever! Here's a thread on the 5 Most Important Lessons I learned from the book ...🧵

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3 months

Stanley Druckenmiller’s latest 13F just goes to show how much of a GOAT he is. The dude preached recession and a hard landing. But still somehow owned both $NVDA and $LLY in size. And killed it. We are not worthy. 🐐

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3 years

Live shot of $BABA investors buying the dip.

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1 year

The "Green Transition" is here. And it's one the most bullish events in metals and mining's history. This month, the OECD released a paper on "Raw Materials Critical For The Green Transition." I read it so you don't have to. A thread on what I found most important ... 🧵

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1 month

This morning, my life changed forever. I’m a father to a beautiful 8lb baby girl. She has no idea how much she’s already loved.

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Brandon Beylo

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6 months

Well, guys. I’m going to be a dad! Beyond excited for my family. Fathers of Twitter, what are some things you wish you knew before becoming a dad that would’ve helped you in those first formative years? Serious answers appreciated.

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2 years

Q3 Investor Letters be like...

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3 years

If you had invested $10,000 in $BABA in 2017. You'd have $10,000.

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5 months

If your CFO has this haircut you are going bankrupt.

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1 year

Every investor complaining about $NVDA being up 8% AH needs to re-read The Intelligent Investor. The last two pages explicitly state that the best time to buy a high growth stock is when: • Inventories skyrocket • EBIT drops 60%+ • Broader market firmly in a bear trend.

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3 months

I’m going to tell my kids this was Mr. Market.

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3 years

“This bull market can’t last forever! It’s gotta end someday!” This bull market:

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2 years

“IT’S TIME TO BUILD!” Expectation: Reality:

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8 months

One of the best ways to learn about the Copper Industry is by studying the Top 10 Global Producers. I read each of the Top 10 #Copper Producer Q2 2023 reports so you don't have to. Here's a thread on the most important data and themes from the world's largest players ... 🧵

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6 months

Robert Friedland ( @robert_ivanhoe ) is one of the most important voices in Metals & Mining. When he speaks, we should listen. He recently gave a 40-minute speech on Green Energy, Electrification, Metal Scarcity, and more. Here are my notes from the talk 👇 WHAT DOES "ENERGY…

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2 years

The Berkshire Hathaway Annual Meeting in one tweet.

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2 years

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3 years

Michael Burry's latest 13F is out! Here's a list of all his new quarterly buys. Some standouts: - Bought Scorpio $STNG - Bought $FB Calls (11% of port) - Bought $CVS calls/equity (cc: @Post_Market ) - $TSLA Put is ~40% of portfolio - Increased exposure to energy / financials

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2 months

@GuyDealership Basically what Toyota is making with their latest truck that’s not for sale in US.

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6 months

Over the course of human history, we’ve produced 700M tons of copper. To reach Net Zero by 2050, we’d need to produce 1.4B tons of copper over the next 27 years. Doubling all of human history production in < 3 decades. Lol.

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1 year

Bruce Greenwald is one of the most prolific Value Investing teachers out there. His superpower is simplifying complex subjects like valuation and competitive analysis to help investors beat Mr. Market. Here's a thread on my favorite Bruce Greenwald knowledge resources ... 🧵

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1 year

Eight examples of Barriers To Entry. Which company is the poster-child for each example?

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3 years

Hedge fund managers underperforming for multiple decades.

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1 year

Goehring & Rozencwajg Investor Letters are a MUST-READ for any Natural Resource Investor. They cover everything from oil to natural gas, base and precious metals, and agriculture. Here's a thread on the most important insights from their Q4 Investor Letter ... 🧵

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5 months

@MrBeast Can’t wait for people to be like “MR. BEAST HATES CATS WHY WONT HE DO THIS FOR CATS!”

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1 year

Paul Tudor Jones (PTJ) is a legendary trader. Between 1989 - 2014, PTJ generated a ~19.5% CAGR. The craziest part? He did it without a SINGLE losing year. There's so much we can learn from him. Here's a thread on my 5 Favorite Trading Lessons from Paul Tudor Jones ... 🧵

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29 days

Venture Capitalists adding value:

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9 months

Goehring & Rozencwajg Investor Letters are a MUST-READ for any Natural Resource Investor. They cover everything from oil to natural gas, base and precious metals, and agriculture. Here's a thread on the most important insights from their Q2 2023 Investor Letter ... 🧵

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1 year

"Dead Companies Walking" is one of my favorite investing books. It teaches you how to find and profit from companies that are heading to bankruptcy. All before its demise is reflected in the stock price! Here's a thread on the Four Most Important Lessons from the book ... 🧵

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3 years

Michael Burry's ( @michaeljburry ) Investment Strategy In One Tweet: - Care little about general market - Few restrictions - Focus on FCF & EV - Invest in rare birds - Hold 12-18 stocks - Mix in barebones technicals Remember: Sheer, outrageous value is enough.

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1 year

Industry Primers are a great way to learn about a new corner of the market and expand your circle of competence. And what better time than now to start learning something new? Here's a thread of each S&P Global Sector Series with links to the full PDFs. Get to learning ... 🧵

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2 years

These past two months have revealed to me that 0% of y’all would’ve held $AMZN during its 90% drawdown.

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1 year

Allan Mecham is one of the greatest investors you've never heard of. He generated a 33% CAGR over his first 12 years and was positive in 2008. A college drop-out, he operated as a one-man shop above a taco store. Here are five investing lessons from Mecham's letters ... 🧵

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4 months

What Stanley Druckenmiller taught Michael Mauboussin ( @mjmauboussin ) about position sizing. "Position sizing was 70 to 80% of the game."

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2 months

Well, that’s the top, folks. We had a good run.

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1 year

Here's a PDF of every MSN Money Article that Michael Burry ( @michaeljburry ) ever wrote. 47 pages of Burry knowledge bombs including thoughts on: - Stocks / industries - Valuation methodologies - Portfolio Allocation - Exiting ideas And more. Link:

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3 years

Michael Burry ( @michaeljburry ) Investing Strategy: - Care little about general market - Sheer outrageous value is its own catalyst - Focus on FCF & EV - Hold 12-18 stocks - Mix in barebones technicals 47 pages of case studies from Burry's early days 👇

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1 year

Richard and Christopher Chandler are arguably the best investing duo to ever live. The brothers turned $10M into $5B over a 20-year span for a 36% CAGR! Here's a thread on three of their biggest trades and three insights you can use in your own investing strategy ... 🧵

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1 year

Floyd Odlum is the greatest value investor you've never heard of. He turned $39,000 into $150M in TWELVE years. Odlum made a killing buying roadkill stocks, special situations, and ugly ducklings. No restrictions, just value. A thread on how Odlum made his fortunes ... 🧵

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2 years

Describe your YTD Portfolio Returns using only a movie title. I’ll go first.

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1 year

Goldman Sachs predicts we’ll see a ~8 MILLION TON copper deficit by 2030. Let’s put that in perspective. Escondida is one of the world’s largest copper mines. We would need EIGHT Escondida’s to come online in the next 8 years. That’s eight more of these things👇 #Copper

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1 year

Ed Thorp is a trading legend with one hell of a resume: - Godfather of quant investing - Created the first card-counting system - Founded the first quant hedge fund He also crushed the market & returned ~19% CAGR for 30 years. Here are ten of his trading principles ... 🧵

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2 years

I discovered S&P Global's "Sector Primer Series" over the weekend. It's a great way at getting your feet wet in a host of sectors. Here's a thread of each Sector Series with links to the full PDFs. Enjoy! 🧵

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15 days

Value investors passing on every great business so they can buy a dilapidated steel mill at 2x earnings and 1/2 replacement cost.

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4 years

It's no secret @michaeljburry is my investing hero. Here's my 3 favorite Burry resources: - MSN Message Boards: - Scion Capital Letters: - Panda Water & Ag Fund: Let's look at his strategy [THREAD]

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1 year

Recommended Investing Books To Read, by Li Lu Source:

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2 years

It’s not Day 1 at Amazon. It’s Upper Body Day at Amazon.

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4 years

[THREAD] J.P. Morgan released a 100+ page CIO survey. The theme: Cloud Computing & Digital Superpowers I read it so you don't have to. (H/t to @saxena_puru for covering some of these stocks) Here's a thread on what I found interesting ... Link:

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7 months

“You’re not really gonna go from a Russia/Ukraine expert to an Israeli/Palestinian expert, are you?” Everyone on Twitter:

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3 years

If you bought $10,000 worth of Alibaba $BABA in June of 2017 ... You'd have $10,000. But you'd also have a ton of Charlie Munger quotes memorized.

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3 years

If this isn't an indication to get long Brazilian equities, I don't know what is.

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@marketplunger1

8 months

If you're a #Uranium investor, stop what you're doing and watch this video. Bloor Street Capital published an interview with Jonathan Hinze on the state of Uranium Pricing/Supply. The 16-minute video dives deep into the reasons why we're heading (much) higher. My notes ... 👇…

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Brandon Beylo

@marketplunger1

3 months

Michael Burry's ( @michaeljburry ) Investment Strategy One-Pager • Buy roadkill • Sell when its polished • Don't care about general market • Focus on FCF & Enterprise Value • Invest in Rare Birds • Hold 12-18 Stocks • Buy within 10-15% of 52-week low More 👉…

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@marketplunger1

Brandon Beylo

@marketplunger1

11 months

It is a Bifurcated Economy. White Collar entering a recession. Blue Collar absolutely booming. Tech bros preach doom and gloom and are the loudest on this platform. But, anyone working in a trade is more busy now than they’ve ever been. H/t @SteveRattner

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Brandon Beylo

@marketplunger1

2 months

I think gold and silver miners are at prices where we’ll look back in 12-18 months and wonder why we didn’t buy them hand over fist. We’re talking 40%+ FCF yields with companies reducing debt, paying dividends, and buying back stock. Smells like a no-brainer. #gold

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Brandon Beylo

@marketplunger1

2 months

@heroies Blocked and reported.

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Brandon Beylo

@marketplunger1

1 year

Investors do not provide value. They provide capital. Founders, operators, and management teams provide (or subtract) value with that capital. If you’re an investor, please do not glorify your role. Your job is to make sure you don’t do anything stupid with the money.

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Brandon Beylo

@marketplunger1

2 years

"This is the wildest market I've ever seen in my entire trading career." - Timmy, 14-year-old Robinhood trader

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