Barbarian Capital ✓
@BarbarianCap · in a permanent drawdown · joined 24 Apr 2009
Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
47 984Followers
2 792Following
222 976Posts total
74.9KViews on collected posts
Derniers posts
Recherche de nouveaux posts…
I need to monetize my reach finally.
Maybe #Zyn is my chance to become a thousandaire-influencer $PM https://t.co/O8dL6ctTYx
789 views · 1 likes
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@BarbarianCap I learned to leave time for reviewing ideas that occupied attention without producing clarity.
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the SPY is just 2% off the ATH
widespread weakness in consumer discretionary in many subsectors
new lows for
MCD, TJX, LOW, AZO, CCL, LVS, CPNG, LEN, AS, BURL, LULU, ONON, BYD, WH, VFC, TRIP, GOOS, PZZA, KRUS, SFIX, SHOE and others
847 views · 2 likes
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typical boomer
As He Backs ICE Crackdown, Nebraska Governor Employs Undocumented Workers https://t.co/iJTAU3MDij
770 views · 0 likes
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@BarbarianCap ordering by podcast reveals which franchises keep earning your attention
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27/22
@NicolaiTang1 with the CEO of SwissRE
Hilarious trying to steer towards "climate" on P&C when there are many other factors incl pop growth and prop values
https://t.co/TM8avqZzDo
1.1K views · 1 likes
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26/22
@NicolaiTang1 with the CEO of Prada
good look at luxury brand mgmt (there was a line, sth like "i have lost if you ask about price")
https://t.co/ejMtNiOxPU
1.2K views · 2 likes
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25/22
@NicolaiTang1 with the CFO of Xiaomi (now also building cars)
huge supply chain and robotics advantage
https://t.co/KQ5u4hcVRW
539 views · 1 likes
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@jacobhelberg @JTLonsdale 24/22
@NicolaiTang1 with the CEO of
$PFE: among other topics, China is catching up in pharma extremely fast (like in cars) https://t.co/A6O5WHOxBX
665 views · 3 likes
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23/22 @jacobhelberg on @JTLonsdale
really incredible things going on at the State Department... you won't read about them in the MSM
https://t.co/ckIanAJHRT
2K views · 11 likes
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22/22 currently half way through @pmarca on Joe Rogan
yes, long but interesting now that tech luminaries can speak more freely
https://t.co/mtDPwOi4hb
1.4K views · 4 likes
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21/n unusual episode on @MebFaber with Will Guidara Unreasonable Hospitality
v good lens on service business processes
https://t.co/MF36MOWlzi
1.3K views · 4 likes
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19/n this reminds me that T Rowe Price has a pod too with CEOs that could be of interest
https://t.co/1lYzryhXTd
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20/n and also reminds me that Marathon Asset mgmt also has a (occasional) podcast
https://t.co/1RI1hA7yF8
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18/n AI bulls vs bears... even the bear is bulled up
also from Cap Group
https://t.co/nRG2fVV5Ap
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17/n How a neuroscientist invests in biopharma
Cap Group has a corporate podcast
normies should not be in $XBI names
https://t.co/7Sr9n5hS6Z
704 views · 2 likes
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15/n @kieranwgoodwin on Capital Allocators (MARCH 30th)
v good convo on private credit, pair with...
https://t.co/3SJuOUnrqp
875 views · 3 likes
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16/n @boazweinstein with @matt_levien (MARCH 19)
adding the dates given the TO timing
https://t.co/Vey7Gge77I
809 views · 3 likes
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14/n @CliffordAsness on @excessreturnpod
too many topics covered to list, very fun episode
https://t.co/gThoni87x7
13.2K views · 13 likes
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13/n @UpslopeCapital with @ethanrkho
One-man shops are getting rarer and rarer
https://t.co/PvWPsxiaeD
2K views · 6 likes
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12/n
also @Alpha_Ex_LLC with @HariPKrishnan2 from Second Leg Down fame
Equities and commodities vol
https://t.co/Wjclizs4yB
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10/n also @Ritholtz with the CEO $HON
Would be of interest to ppl in Industrials given the $GE $GEV $GEH and $MMM $SOLV splits
https://t.co/o3HG1IQtbq
1.2K views · 6 likes
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11/n
interesting fin infra/software mid/back-office veteran on @Alpha_Ex_LLC
a lot on the importance of deterministic workflows, next wave of ai applications, etc.
also prediction markets and stablecoin angles
https://t.co/ECtgWMddJt
933 views · 3 likes
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8/n also from Odd Lots, @SafkhetCapital this week (pivot from short selling to Korea)
https://t.co/wJAEXRO5ER
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9/n @howardlindzon on @Ritholtz
Found it very interesting, front seat at every fin x social trend incl
1 Seeing the value of early Twitter (clown car x goldmine)
2 Seeded $HOOD > visible CAC arb but became much bigger
https://t.co/UqJVemmTIE
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6/n related to Watts and Wafers
$CBRS CEO just post the IPO with @tracyalloway @TheStalwart
Physics, litho, inference
https://t.co/2VcmX43Yoi
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7/n founder/CEOs x Odd Lots they also had Brad Jacobs explaining the building insulation play he is executing $BLD
https://t.co/bp0uAv3qxA
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4/n and with @dylan522p from late April
https://t.co/1zwvNM0FdC
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Face aux comptes de taille comparable
7 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. en dessous de ses pairs à la fois en portée et en engagement.
Vues médianes770ce compte965médiane pour 10K–100K
Portée, %1.60%ce compte3.33%médiane pour 10K–100K
Engagement, %0.13%ce compte1.85%médiane pour 10K–100K
| Indicateur | Ce compte | Médiane pour 10K–100K | Rapport |
|---|---|---|---|
| Vues médianes par post | 770 | 965 | 0.80× |
| Portée (vues ÷ abonnés) | 1.60% | 3.33% | 0.48× |
| Taux d'engagement | 0.13% | 1.85% | 0.07× |
Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →
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
1.3K25 May
1.4K
2K
665
539
1.2K
1.1K
48 Aug
7709 Sep
84710 Sep
7
25
789
785
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.39%25 May
0.35%
0.71%
0.60%
0.37%
0.26%
0.19%
0.00%8 Aug
0.13%9 Sep
0.59%10 Sep
0.00%
0.00%
0.25%
0.13%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.85%.
What the audience does
Likes44.2%96 in total
Reposts1.8%4 in total
Replies12.9%28 in total
Bookmarks41.0%89 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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