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Sidecar Investor ✓

@sidecarcap · United States · joined 13 Dec 2012

Private Investor | World-Class Operators | DMs Open

28 108Followers
853Following
7 364Posts total
77.2KViews on collected posts

Latest posts

Strong second. In a thousand small ways, this book can help internalize a sound position sizing approach. 3.5K views · 26 likes · 1 reposts · 1 replies Open on X →
One of the biggest lessons from my buy-side days is that fund managers love buying simple stories, driving the multiple higher. The opposite is also true, complexity doesn’t sell and sum-of-the-parts stories stay at a discount. 6.3K views · 101 likes · 2 reposts · 7 replies Open on X →
I highly recommend Fortune's Formula by William Poundstone. In terms of perspective-changing books, this one is up there with Intelligent Investor, Thinking Fast and Slow, etc. The main idea of the book is how the Kelly Criterion came to be. The Kelly Criterion is a scientific 4.6K views · 25 likes · 2 reposts · 1 replies Open on X →
“The management team is the brain and the business is the body.” 5K views · 33 likes · 2 reposts · 4 replies Open on X →
From my new book, Stock Picker https://t.co/x2wIYPHId8 24.2K views · 154 likes · 21 reposts · 8 replies Open on X →
Morning hike. There’s something about being outdoors, always meet the nicest, most helpful people. https://t.co/nZucax85Jd 3.6K views · 44 likes · 0 reposts · 4 replies Open on X →
@sidecarcap I was always fascinated by the Winmark's franchise incubator business model, but never bought shares. Big mistake on my part! 541 views · 3 likes · 0 reposts · 1 replies Open on X →
@sidecarcap Mine was Carvana. Presplit bought at $8 and sold right under $80. If I would’ve been patient… it would be worth like 5x what I sold them for 301 views · 4 likes · 0 reposts · 0 replies Open on X →
Most investing lessons have to be learned the hard way. One of them is selling a great business too soon. Mine was Winmark. After quickly doubling, I got cute with the math and sold it…in 2011. I no longer sell on valuation alone. https://t.co/K70LqITrkA 29.2K views · 117 likes · 9 reposts · 20 replies Open on X →
1/ A thread on Sidecar Investing, or “free riding on the superior capability of others” -Richard Zeckhauser https://t.co/i6xuT71ukZ 0 views · 782 likes · 151 reposts · 30 replies Open on X →

Against accounts of the same size

6 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views4 787this account924median for 10K–100K
Reach, %17.03%this account3.62%median for 10K–100K
Engagement, %0.79%this account1.52%median for 10K–100K
MetricThis accountMedian for 10K–100KRatio
Median views per post4 7879245.18×
Reach (views ÷ followers)17.03%3.62%4.70×
Engagement rate0.79%1.52%0.52×

Others in this range →   Compare with another account →   How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

29.2K22 Jul
301
541
3.6K5 Sep
24.2K
5K
4.6K6 Sep
6.3K
3.5K

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.52%22 Jul
1.33%
0.74%
1.34%5 Sep
0.77%
0.78%
0.63%6 Sep
1.77%
0.80%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes74.1%507 in total
Reposts5.4%37 in total
Replies6.7%46 in total
Quotes1.6%11 in total
Bookmarks12.1%83 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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