Willis Cap (@willis_cap) profile picture

Willis Cap

@willis_cap

Stocks. Most of them rekt.

 San Francisco, CA
concentratedcompounding.substack.com/
Joined November 2012
  • Tweets22K
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  • Followers19.6K
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Willis Cap retweeted
Lawrence Hamtil (@lhamtil) profile picture
Lawrence Hamtil
@lhamtilOct 22
Everyday I grow stronger, while my enemy, the Nasdaq, gets weaker
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Replying to @GavinSBaker
best line from Tiger Cub checklist: "Does waiting for the new financials feel like waiting for Christmas? IF YES --> ADD" nitter.gq/gregoryblotnick/status…
Image from Gregory Blotnick (@gregoryblotnick)
Gregory Blotnick (@gregoryblotnick) profile pictureGregory Blotnick
@gregoryblotnickJun 24
"Tiger Cub Investment Framework" -- taught by John Griffin in his Security Analysis class at Darden & CBS decades ago
Image from Gregory Blotnick (@gregoryblotnick)
Image from Gregory Blotnick (@gregoryblotnick)
Image from Gregory Blotnick (@gregoryblotnick)
Image from Gregory Blotnick (@gregoryblotnick)
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Willis Cap retweeted
A S (@s_nav123) profile picture
A S@s_nav123May 23
Replying to @SouthernValue95
@SouthernValue95
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Willis Cap retweeted
Jerry Capital (@JerryCap) profile picture
Jerry Capital
@JerryCapMay 4
$AMZN at $200 vs $275
Image from Jerry Capital (@JerryCap)
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Willis Cap retweeted
Jerry Capital (@JerryCap) profile picture
Jerry Capital
@JerryCapMar 6
John Arnold Bottom ™️ We give thanks.
John Arnold (@johnarnold) profile pictureJohn Arnold
@johnarnoldFeb 18
If one stock defined the SaaS era, it was Constellation Software. It rolled up 500+ niche software firms on premise that their products were so embedded in customers’ workflows that demand was relatively inelastic to steep annual price hikes. It’s now the face of AI disruption.
Image from John Arnold (@johnarnold)
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Me, when I see a 7x FCF falling knife that needs catching.
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Willis Cap retweeted
dalibali (@dalibali2) profile picture
dalibali
@dalibali2Jan 13
SaaS investors
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Consumer staples guys watching semi stock action
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"perfect, they took the bait, now liquidate them again"
Image from Dip Wheeler (@DipWheeler)
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top
Joe Weisenthal (@TheStalwart) profile pictureJoe Weisenthal
@TheStalwart19 Nov 2025
Today's press release is out "Brookfield today announced the launch of a $100 billion global AI Infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority (“KIA”)."
Image from Joe Weisenthal (@TheStalwart)
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Image from Upslope Capital (@UpslopeCapital)
Brian Armstrong (@brian_armstrong) profile pictureBrian Armstrong
@brian_armstrong3 Sep 2025
We just bumped up the max leverage from 20x to 50x on international perpetual futures. A bunch of traders asked for this update. Let us know what else we can add!
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everything is computer
Massimo (@Rainmaker1973) profile pictureMassimo
@Rainmaker197330 Jul 2025
What do you say?
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Image from Daily Roman Updates (@UpdatingOnRome)
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Willis Cap retweeted
Jay (@incrementalROI) profile picture
Jay
@incrementalROI23 May 2025
I thought it was a serious company but no, not a serious company
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Researchers in the Netherlands polled 400 people in hospice, these were their biggest life regrets: - working too much - losing touch with friends - not traveling enough - spending too little time with family - not being balls to the wall long risk assets at all times
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Fintwit Archetypes (non-exhaustive) : 1. "True" Value Investor Manages personal portfolio, family money or small fund (quarterly letters always public). Concentrated, bottoms-up investor that applies Buffett. Not retarded. Huge drawdowns, but it's OK, he "thinks long term"
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This is @OnodaCapital from the Philippine jungle Elmo gestapo booted me for tweeting abt WSJ CEO search article Friends pls RT to help me build back @buccocapital @modestproposal1 @nope_its_lily @PythiaR @MadsPosting @akramsrazor @InnocenceCapit1
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$V $MA
Senator Dick Durbin (@SenatorDurbin) profile pictureSenator Dick Durbin
@SenatorDurbin23 Apr 2025
The decision of whether to run for re-election has not been easy. I truly love the job of being a United States Senator. But in my heart, I know it’s time to pass the torch. So, I am announcing today that I will not be seeking re-election at the end of my term.

Time to Pass the Torch

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{BANE VOICE} "CITIZENS OF GOTHAM..."
*Walter Bloomberg (@DeItaone) profile picture*Walter Bloomberg
@DeItaone21 Mar 2025
TRUMP REITERATES APRIL 2 WILL BE 'LIBERATION DAY'
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Willis Cap retweeted
Maia (@maiamindel) profile picture
Maia@maiamindel19 Mar 2025
It's so funny that the venture capitalists are married to the narrative that there *has* to be a recession to "cure" the American economy of ZIRP bloat... my brother in christ *you* are the malinvestment
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