Prem Watsa: We will likely lose our whole investment in Sandridge due to…activists? http://pic.twitter.com/H8vGr6EgCl

— Adam Welch (@WelchCapital) March 12, 2016

John Burr Williams on the Use of Investment Formulas (Source: The Theory of Investment Value) #value #investing http://pic.twitter.com/pR4gyPrcZC

— Hurricane Capital (@HurriCap) March 12, 2016

Friday Night Tactics … white to move and mate.

(from a Valeant blog post!) http://pic.twitter.com/3HY1UuYpnO

— (Plan Maestro) (@PlanMaestro) March 12, 2016

A useful Iron Prescription (which I stole):
If you do the same thing as everyone else, you'll get the same results as everyone else.

— Mungerisms (@mungerisms) March 11, 2016

Schopenhauer nailed bull vs. bear markets: http://pic.twitter.com/38nbAoKntB

— Patrick OShaughnessy (@millennial_inv) March 11, 2016

Our good friend Christian Ryther @CurreenCR of Cureen Capital discusses idea generation with @manualofideas – https://t.co/rgmrnK5whP

— GrahamAndDoddsville (@GnDsville) March 11, 2016

Richard Oldfield: Simple But Not Easy–A Deep Value Investor Speaks | csinvesting #investing #CSInvesting https://t.co/8Kxenr6dWT

— Hurricane Capital (@HurriCap) March 11, 2016

What Buffett and Seth Klarman Say About EBITDA @hurricap https://t.co/wOP9TKx2NW

— Jae Jun (@Jae_Jun) March 10, 2016

Its such a treat to hear @GSpier talk from his heart (as always) to @adriennedorison. Listen in. U will be inspired https://t.co/5UDoa0d7Is

— Value Invstr Journal (@VJ_Rabindranath) March 9, 2016

Chris Begg and @mjmauboussin interviews in latest @manualofideas – you'll have no choice but to become smarter

— Joseph Weidenburner (@JRWFin) March 10, 2016

Twitter is truly a conduit between advertisers and employees bank accounts https://t.co/nJdqQ0WpHJ

— modest proposal (@modestproposal1) March 10, 2016

WSJ: CEO Pay Depends on Board’s Independence … dual Chairman/CEOs should have HUGE ownership (think Buffett) https://t.co/LCNYM9YxWI

— The Rational Walk (@rationalwalk) March 10, 2016

a16z Podcast: Data Network Effects – Andreessen Horowitz – https://t.co/01VVGrcodd

— Greg Speicher (@Greg_Speicher) March 9, 2016

uh, what's that thing about how active managers do better in "less efficient" markets? http://pic.twitter.com/YU6obXbUIE

— Jason Zweig (@jasonzweigwsj) March 9, 2016

Look at your investments and ask yourself: Do I *actually* know what's going on, or have I just convinced myself I do because I wish it so?

— Mungerisms (@mungerisms) March 8, 2016

Card payments processing ecosystem http://pic.twitter.com/MEapddwNQu

— Bluegrass Capital (@BluegrassCap) March 8, 2016

Imagine resurrecting Schopenhauer in NYC today and showing him tinder and seamless http://pic.twitter.com/Rz7BhFdWQy

— Patrick OShaughnessy (@millennial_inv) March 8, 2016

This was fun. https://t.co/b99PcD1lCY

— Tobias Carlisle (@Greenbackd) March 7, 2016

Iron Ore has just jumped 19%. The highest daily jump since 2009.https://t.co/0IOn41TZ1I http://pic.twitter.com/cJMbarSXp4

— Deepak Mohoni (@deepakmohoni) March 7, 2016

Nice interview on idea generation via @manualofideas : https://t.co/moZvTuP6xm http://pic.twitter.com/9KqgN1Sjuy

— ravee mehta (@ravee_mehta) March 5, 2016

The wave of multi-notch downgrades by Moody's over past month looks to have perfectly nailed the bottom (?) in energy.

— Adam Welch (@WelchCapital) March 4, 2016

Charlie Munger has little patience for Daily Journal auditors https://t.co/g6zSIRkXte Interesting note on $DJCO from @retheauditors $$

— David Merkel (@AlephBlog) March 3, 2016

Good post by @NewConstructs David Trainer On Why Valeant Phamaceuticals Is In The Danger Zone. https://t.co/XtVRORJsA1

— Jonathan Tepper (@jtepper2) March 4, 2016

Insightful piece: Living off the people https://t.co/Cq4jOkoW3Y

— Investing News Flash (@InvestingFlash) March 4, 2016

Mamma mia! As Starbucks looms, Italians warm to U.S.-style coffeehttps://t.co/I9UyZxnFPi http://pic.twitter.com/JNw89hDhrI

— Wall Street Journal (@WSJ) March 4, 2016

https://t.co/R6yO0eHWfy

— Nick Swenson (@swensn) March 3, 2016

What's the actuarial life expectancy at 85? Wrong Q. Instead: what's life exp of 85 yr old who does 3 hr CNBC interviews and 6 hr ann. mtgs

— The Rational Walk (@rationalwalk) March 2, 2016

The BNSF has paid about $20B in cash up to $BRK since Buffett bought ownership. And a RR worth >$70 billion left over. Not bad.

— Mungerisms (@mungerisms) March 2, 2016

Why we should try giving shareholders more votes for holding onto stocks for longer https://t.co/PwLJmryuvI http://pic.twitter.com/qi7rzKOBwa

— DealBook (@dealbook) March 2, 2016

This is so important and rarely done well: What’s the Best Way to Teach Financial Skills to Children? https://t.co/jFOQRVQNOk

— The Rational Walk (@rationalwalk) February 29, 2016

For what other companies have you seen similar happenings on an earnings call? http://pic.twitter.com/mB83fMXdN3

— Bluegrass Capital (@BluegrassCap) February 29, 2016

I think that a lot of us in this business feel similarly http://pic.twitter.com/IeUvqg4vbQ

— The Rational Walk (@rationalwalk) February 29, 2016

New post. Earning Power: A Key Concept in Business Analysis and Investing | Hurricane Capital @BeckyQuick #earnings https://t.co/nuq6VSiL5v

— Hurricane Capital (@HurriCap) February 29, 2016

Here's another example: If you want to be a smart investor, you read everything by the great Prof. @Sanjay__Bakshi https://t.co/shgZIXjaxC

— Mungerisms (@mungerisms) February 29, 2016

1. Value Metrics ~ the maligned EBITDA/EV http://pic.twitter.com/L6P33JbmI8

— (Plan Maestro) (@PlanMaestro) February 27, 2016

Berkshire Hathaway Shareholder Letter 2015 #warrenbuffett #berkshire https://t.co/aa1vj9Fome

— Hurricane Capital (@HurriCap) February 27, 2016

This story by @jdlahart on the growing gap between GAAP and what’s reported is required reading. https://t.co/NOooB9IZwR

— footnoted (@footnoted) February 24, 2016

@pmarca The apps in your smartphone cost $900,000 thirty years ago…. http://pic.twitter.com/gVnIxIJYGP

— Kumar Thangudu (@datarade) October 23, 2015

$HD probably in the running for "greatest stock ever" http://pic.twitter.com/83TUJMUjJC

— Brattle St. Capital (@BrattleStCap) February 23, 2016

Ray Kroc on his 'overnight success' from founding McDonald's: http://pic.twitter.com/v1zr6AFANZ

— Hardcore Value (@HardcoreValue) February 21, 2016

I still can't believe alternative measures of profit ignore stock option expense. $TWTR http://pic.twitter.com/t4WtMTc3Tf

— Hardcore Value (@HardcoreValue) February 20, 2016

@nntaleb very sad to hear. Your characterization of Umberto Eco really captured how profoundly interesting he was. http://pic.twitter.com/iHR9SzRHjW

— Joe Meeker (@JMeeker86) February 20, 2016

Bernie Marcus, co-founder of Home Depot on how Sam Walton analyzes his performance: http://pic.twitter.com/cPi04hEC4L

— Hardcore Value (@HardcoreValue) January 30, 2016

2015 IPOs not faring too well via @wsj https://t.co/iZMYR7MW8W http://pic.twitter.com/YcyZhGKvjd

— Grey Owl Capital (@GreyOwlCapital) February 19, 2016

Marks's Oaktree Seen Nearing $1B Gain With Gundlach Wager https://t.co/mCik5PY8b4 Happiest regret of all: "I wish I had bought more." $$

— David Merkel (@AlephBlog) February 18, 2016

AKRE has owned $MKL for over 20 years. This is fairly rare among investment managers but IMHO worthy of emulation.

— Greg Speicher (@Greg_Speicher) February 18, 2016