Over the last few months, I’ve been spending more time on Twitter. Up until recently, I’ve limited my “financial media” time to Seeking Alpha and of course P123. Parusing Twitter, you will find almost every kind of investing style imaginable, and some very dedicated (and diehard) groups. You have your dividend investors, GARP investors, some deep value investors, net net fans, and index (and even EMH) investors. And it has been a great resource to learn more about the trading side of things (which is actually part of my P123 models, and yours too I’m sure).
What has been a real eye opener is just how many investors eschew stock picking. I don’t know how many threads I’ve read on the “dangers” of stock picking, and cherry picked stories of friends/clients of financial planners who lost their wealth on a dud penny stock. At times I chime in on how quant/rules based investing can help, but it usually falls on deaf ears or there is disbelief.
This is actually a good sign, and “bullish” for us quant investors. The less crowded our space is, the better!
That said, I’d like to expand my followings on Twitter with like-minded quant investors. My question to the community, how many of you are on Twitter? My handle is in my signature below.
Also, any recommendations on people who you follow that you find helpful or who challenge the norms.
People I follow, who some of you may like:
Jesse Livermore (same writer of Philosophical Economics)
Paul Andreola - great microcap investor in Canada
Stockbee - trader - very open with his tools and techniques, market breadth, trading setups, etc
Mark Minervini - trader, disciple of O’Neill, CANSLIM system
Gladiator - Australian based microcap investor
Cheers,
Ryan