Value Investors on Twitter
The fastest growing form of communication on the web right now has to be Twitter. I’ve been using the service for about a year now, but I’ve only started seeing value investors using Twitter within the past few weeks. Value investors are a cautious group when it comes to technology adoption, so now that I see them trickling into Twitter it is a good sign that Twitter will be here to stay for a while.
What is Twitter?
Twitter is a service for friends, family, and co-workers to communicate and stay connected through the exchange of quick, frequent answers to one simple question: What are you doing?
It is a combination of text messaging, micro-blogging, and instant messaging. The key to Twitter’s success has been its flexibility to be used on various platforms (web, desktop, cell phone) and the ease of its integration into third-party applications via its API. It is a great way to broadcast news, get feedback, and collaborate with groups. I’ve been doing just that with fellow value investors on Twitter. Here’s who I’ve found so far worth following on Twitter, starting with my own accounts:
Value Investing Tweeters
Location United States
Website Fat Pitch Financials
Bio Value investor
Stats 140 followers 422 updates
Recent tweet: $EMAG on the mend today, big time! Received tender offer for $1.82.
Website Value Investing News
Bio Investor powered stock market news
Stats 195 followers 450 updates
Recent tweet: Lead story: Magic Formula Stocks On The Move 2-22-09 | Contrarian Value Investing http://tinyurl.com/byhhgu
Website market folly
Bio tracking hedge funds, investing, trading
Stats 684 followers 716 updates
Recent tweet: my long order for $MCD also got filled. just re-buying my hedges for my massive consumer short
@jaltucher James Altucher
Stats 503 followers 119 updates
Recent tweet: @JasonRaznick, interesting factoid about $cpb is that its the best performing stock after a hurricane. its always up after a hurricane
@ToddSullivan Todd Sullivan
Location Westborough, Massachusetts
Website Value Plays
Stats 493 followers 3,415 updates
Recent tweet: great line …boone pickens… “i may have lost my shirt last year but i still got my pants”
Location Agoura Hills, CA
Bio Safe investing nut. Learn how to detect accounting fraud at http://blog.qovax.com.
Stats 381 followers 525 updates
Recent tweet: I guess ex-employees accusing Stanford of running a Ponzi scheme back in 2006 should’ve sent a real strong signal to investors too.
Location United States
Bio Value Investor & Entrepreneur In search of Dollars & $ense
Stats 301 followers 669 updates
Recent tweet: @ToddSullivan thats a good one or “You make most of your money in a bear market, you just don’t realize it at the time”- Shelby Davis
Website The Intelligent Investor
Bio The Intelligent Investor provides Australian stock market research, fortnightly podcasts and ask the experts forums.
Stats 258 followers 124 updates
Recent tweet: James has begun reading the Watching Brief by barrister Julian Burnside, reflections on human rights, law and justice
@GuruInvestor Team Validea
Location West Hartford, CT
Website The Guru Investor
Bio Partners: Validea.com & Validea Capital; manage Omega funds; columnists RealMoney, Forbes.com, Israel’s Globes; & authors of The Guru Investor book
Stats 236 followers 310 updates
Recent tweet: … Buffett should double down from this point forward. The likelihood is the next 10 yr will be good for stocks coming out of this bear.
@EverydayFinance Everyday Finance
Website Everyday Finance
Bio Alternative Investment Strategies; High Yield, Hedging and More
Stats 223 followers 167 updates
Recent tweet: 421% in 1 month. What the heck’s up with this ETN that is not behaving rationally? Too Late to play? http://tinyurl.com/bqt3tq
@alexcrippen Alex Crippen
Location Englewood Cliffs, NJ
Website Warren Buffett Watch
Bio Tracking all things Warren Buffett for CNBC.com
Stats 191 followers 95 updates
Recent tweet: BRK shares drop for seventh straight day, down $1400 (1.8%) to $75,600 .. lowest close since October 7, 2003.
@dsweet Dan Sweet
Location Mishawaka, IN
Website a finance guy
Bio 2nd Year Notre Dame MBA – a finance guy going to work for P&G
Stats 179 followers 394 updates
Recent tweet: liking the “narrow columns” option in Tweetdeck settings! who knew? 7 columns across-check it out!
Location Saint Louis, USA
Bio Short seller, blogger
Stats 64 followers 489 updates
Recent tweet: $SPY p/b at 2.3, about where it was 16 years ago. That means good things for future returns. http://tinyurl.com/bkmfyn
@StockPursuit Mark Perkins
Website Stock Pursuit
Bio exploiting emotion and inefficiencies in the stock market, “value” investing, “growth” investing, cigar butt
Stats 60 followers 7 updates
Recent tweet: SOAP in play less than cash
@patvano Patrick VanO
Location Dallas, Texas
Bio Christian, newly married (June 2008), value investor
Stats 34 followers 382 updates
Recent tweet: Considering buying another b-share
@thethirdpig Benjamin Taylor
Location New Jersey
Website The Third Pig
Bio The Third Pig: Building Wealth One Brick At A Time
Stats 18 followers 36 updates
Recent tweet: Read, Share, Digg, Comment, Post to FB, Subscribe to the latest from BPC: “Is Amy Holmes Straight Stupid?”: http://tinyurl.com/ahstupid
Location Rijeka, Croatia
Bio Stock Market Investing: Streaming news, analysis, research, thoughts, ideas updates
Stats 13 followers 156 updates
Recent tweet: Despite Obama ambitious agenda,no momentum for WS
Location Katonah, NY
Stats 4 followers 22 updates
Recent tweet: anyone value investors on twitter look at small/microcaps…if so reach out..
Using Twitter is rather easy. First, just sign up for a free account at Twitter. Be sure to include a picture, name, bio, web link, and location in your account profile. Then just sign in and tell the world what you are doing in 140 characters or less. That’s called a tweet in Twitter jargon.
There are a couple of basic commands on Twitter you will want to become familiar with. First, you can reply to other users on Twitter by simply starting your tweet with @username, replacing the username with that of the person you are responding to.
If you want to “tag” a tweet by giving it a subject keyword, you can include a #hashtag. Just replace the word hashtag with the keyword. For example, when I tweeted from the Value Investing Congress last year, I included #vic with all my tweets so my updates could be included in the online discussions happening at the conference. Consider using #vin in value investing news related tweets.
A similar tagging method has been developed for stock tickers by StockTwits.com. If you discuss a ticker, just start it with the $ symbol, such as $MSFT. You can also tag a general comment about the market by include $$ at the end of the tweet. StockTwits then organizes all the conversations by registered members that are tagged with $ or $$ into what Howard Lindzon dubs the “Human Ticker”. You can also short the conversations by ticker at the StockTicker.com site.
Finally, there is another tag you will see on Twitter called the ReTweet. A ReTweet is simply a tweet that starts with the letters, RT. You use it when you want to repost someone else’s tweet, so you can share it with your followers. Here’s an example:
This message starts with RT, since I’m reposting @stockmanmarc’s tweet about a 13F filing of interest to other value investors. Notice the link at the end of the message. This link was created using a url shortening service, TinyURL.com. There are several other url shortening services, including the up and coming bit.ly, which includes a few additional features. You’ll find these url shortening services handy to keep within the 140 character Twitter limit.
There are several applications you may want to consider using to facilitate your activity on Twitter. First, many users are finding the desktop application, TweetDeck, a great way to manage your converasations. I’m currently trying it out. There is also Twirl, which I’ve used in the past. On my BlackBerry, I use TwitterBerry to post tweets and browse the latest updates posted by users I’m following. What other tools are you using?
I hope this list will help you start finding like minded investors to start following. Am I missing any other value investors on Twitter? Let me know in the comments section below. I’ll update the list above as I get new information.