Guy Baron @Gbaronscout Twitter profile

Last Seen Profiles

@progalaxy_

@bokeplokalmalam

@lajornadaonline

@stw46

@lwrensch22

@SwitchColor2024

@Modulathoko2

@Scarlizzz

@Fanikiz

@bokeplokalmalam

@Dynamiccutey

@foolsinprogress

@brynga45594

@xiaocai56852

@sunshiningcurse

@stwmaniax

@TheOnlyLisaRhea

@kyujinperfect

@OShea_Farms

@TON8814_YARZ

@RushNews5

@izkole10110684

@bokeplokalmalam

@dora_mikudayo_

@abeeralward1121

@yokoenen

@zmbrainz

@NDODA_DAN

@ph_nylon123

@ui_no_sekai

@stwmaniax

@wakendak

@hiyoyo76

@penyukastw21

@Bugil_Bokep18

@HeshamMJ21

Guy Baron

@Gbaronscout

2 years

$DKNG shareholders spend $130 grand for ceo to take his family to super bowl.

192

301

3K

Guy Baron

@Gbaronscout

16 days

@Nadira_ali12 why would you want to turn Tel Aviv into sh*thole?

8

3

551

Guy Baron

@Gbaronscout

10 months

@Partisangirl @piersmorgan This is wrong. The Hamas action on October 7th was an unprovoked attack on civilian communities inside Israel proper.

24

2

218

Guy Baron

@Gbaronscout

3 years

in 2006, $NKE traded at 6x NTM EBITDA. $20bn market cap with nearly 10% of it in net cash. 12x earnings. That is mind blowing.

13

5

164

Guy Baron

@Gbaronscout

3 years

So many multi-year stock charts look like this to me

12

4

143

Guy Baron

@Gbaronscout

3 years

Whatever one thinks of Zuck, a NYU prof calling him a “bitch” is so lame.

Scott Galloway

@profgalloway

3 years

You (Zuckerberg) have: —Perverted our elections; —Depressed American teens; and —Made discourse more coarse. Bitch, you should never hold a US flag.

194

349

3K

6

1

97

Guy Baron

@Gbaronscout

25 days

@GLNoronha Biden and Harris are idiots.

10

0

80

Guy Baron

@Gbaronscout

3 years

The Instagram shopping experience is so fast and friction free. Quite powerful IMO - $FB.

3

4

79

Guy Baron

@Gbaronscout

24 days

@hahussain The @nytimes is completely bankrupt, a shell of its former self / they can't bring themselves to call it a terror attack / a mother holding her 9 month old infant was murdered / this is sick.

2

4

71

Guy Baron

@Gbaronscout

26 days

@BillAckman Imagine if the USA had a President who could make such speeches.

11

0

67

Guy Baron

@Gbaronscout

25 days

@WOLPalestine Incitement to violence and hatred. Nice. Keep it up.

2

0

54

Guy Baron

@Gbaronscout

18 days

@ManhattanMingle I know that guy. Peeso Schitt is the name.

2

1

55

Guy Baron

@Gbaronscout

2 years

OK another egregiouslicious example of misuse of OUR MONEY.... $GOOGL shells out >$4 sticks for ceo's personal security. i know it's a dangerous world out there, but maybe sundar could use some of quarter-of-a-BILLION dollars he got in '19 to ya know, protect himself.

17

1

50

Guy Baron

@Gbaronscout

10 months

@Michael_Wgd Wait they allowed this video of soldiers dancing, but did not allow the video of the Hamas atrocities? Interesting!

1

44

Guy Baron

@Gbaronscout

3 years

Then again, the 10 year was at 5%. In fact the 90 day Tbill was at 5%. And sentiment was super bearish on consumer. The macro view was right but who would have thought NKE would be a 15x bagger over the next 15 years.

1

43

Guy Baron

@Gbaronscout

3 years

only thing i'll say about $PTON today.

8

3

44

Guy Baron

@Gbaronscout

3 years

$IAC is a shell with $3bn of cash — angi and mgm can be bought separately or hedged out. Everything else is too small to matter. Okay dotdash may be with $1bn… but do I really get excited over investopedia? What am I missing?

9

2

40

Guy Baron

@Gbaronscout

22 days

@LevineJonathan Right before Hitler killed himself i heard he was ready to bring back to life 6 million jews.

0

39

Guy Baron

@Gbaronscout

3 years

What you might call a darned good business - no need for advertising. $DG.

0

3

35

Guy Baron

@Gbaronscout

3 years

@Post_Market “Market excesses will go on until the marginal underwriter meets the marginal issuer, and together they make the acquaintance of the marginal buyer…”

1

2

36

Guy Baron

@Gbaronscout

25 days

@antonioguterres Say it... "I-R-A-N

0

35

Guy Baron

@Gbaronscout

25 days

@LBC @AndrewMarr9 Hezbollah has killed more Lebanese and Syrians than the Israelis.

0

36

Guy Baron

@Gbaronscout

9 months

@Naila_Ayad If you stood with ‘Palestine’ you’d pray for Hamas to surrender

4

1

31

Guy Baron

@Gbaronscout

21 days

@WOLPalestine 🇮🇱 wins

0

1

34

Guy Baron

@Gbaronscout

3 years

Investment grade bond dealer

0

27

Guy Baron

@Gbaronscout

3 years

@Gautam__Baid ’s Joys of Compounding is really a terrific and well researched book. It is worthwhile read and reread just for its arsenal of quotes and excerpts, and much wisdom. Well done, gautam.

0

2

27

Guy Baron

@Gbaronscout

8 months

@JamaalBowmanNY @TheJewishVote There is no one more despised by Westchester Jews than @JamaalBowmanNY

0

1

25

Guy Baron

@Gbaronscout

29 days

Must read from @Nadav_Eyal

נדב איל Nadav Eyal

@Nadav_Eyal

29 days

The War in Lebanon, the strike on Nasrallah and the future. Some thoughts. *The Hezbollah attack on October 8 wasn't merely a limited by-product of the Hamas invasion the day before. It was a strategic step that brought us to the brink of a regional war. Having only one option—a

57

308

1K

1

4

27

Guy Baron

@Gbaronscout

2 years

'Arbitrage' in plain sight: you can indirectly own $RACE, trading at 40x, through $EXO (which owns ~23% of $RACE), at effectively around 10x earnings. Yes the holdco discount won't go away and EXO isn't selling their stake -- but the margin of safety is significant.

Trevor Scott

@TidefallCapital

2 years

i understand this is not a car company but at 48x earnings is there a chance $RACE might be a touch expensive?

17

1

60

5

1

23

Guy Baron

@Gbaronscout

9 months

@zarahsultana Community Note: there is no ‘genocide on Gaza.’ The only genocide was that carried out by Hamas and other involved Palestinians against Jewish communities on October 7th in which roughly 1,000 Jewish civilians were murdered in less than one day.

0

21

Guy Baron

@Gbaronscout

2 years

$QSR Yikes

4

0

21

Guy Baron

@Gbaronscout

1 month

@fresh_sadegh The moron with 19k followers doesn’t even realize that Hezbollah has killed more Lebanese than the ‘Zionists’ ever did. Hassan nasrallah is a warlord gangster who ruined 🇱🇧

0

1

20

Guy Baron

@Gbaronscout

9 months

@jacobkornbluh You know you're probably an anti-Semite if even @jstreetdotorg wants nothing to do with you...

1

19

Guy Baron

@Gbaronscout

3 years

My biggest investing mistakes have been of the "lack of patience" type. My worst investment ever probably lost about $40 million. My biggest mistakes of impatience (not impetuousness) was selling wonderful businesses waaaay too early -- probably cost me $500mm++.

3

1

18

Guy Baron

@Gbaronscout

1 month

@AOC is the most dangerous politician in America right now. She’s is wildly popular, a great politician, and very young. She is vehemently anti-Jewish and anti-Israel. She says nothing about American-Israeli hostages murdered by Hamas but instinctively comes to the defense

Shelley G

@ShelleyGldschmt

1 month

AOC is the darling of the Democratic Party. She held hands with Joe Biden some months ago and enthusiastically endorses Kamala Harris. She's also a rabid antisemite and Israel-hater. If you're Jewish or support Israel, how can you reconcile being a Democrat when AOC is its star?

5

30

113

1

6

16

Guy Baron

@Gbaronscout

9 months

@MarkRuffalo It is the most just war in the history of wars.

1

0

13

Guy Baron

@Gbaronscout

9 months

@MichaelDell @Isaac_Herzog Thank you @MichaelDell

1

0

13

Guy Baron

@Gbaronscout

5 years

I will say it again @Equinox — your clubs — at least in the NY area — are not reacting sufficiently to #coronavirus . No clorox wipes. No extra staff cleaning surfaces.

0

4

13

Guy Baron

@Gbaronscout

6 months

@JonathanACBrown @ShaiDavidai Nazi vibes

3

0

12

Guy Baron

@Gbaronscout

2 months

We believe that Worthington Steel ( $WS ) is an underappreciated business and an extremely well-run company, newly independent following its separation form the old Worthington Industries. (Brief!) interview in the latest issue of Value Investor Insight.

1

0

13

Guy Baron

@Gbaronscout

9 months

@SizweLo lol: your source material is Idi Amin?? 🤡 show

5

0

12

Guy Baron

@Gbaronscout

2 years

Ultimately my postmortem on $BUD is the following - 1) overpaid & overlevered for Sab - a deal they didn’t need to do. 2) took too much price. The 3g thesis on beer was wrong. Value product for the masses - premiumizing & extending bud light was abject failure. 3) incentives.

Guy Baron

@Gbaronscout

2 years

It had total market dominance across latam and North America. The falling apart of BUD is a book that needs to be written (Bitter Brew was a great book on the ABI-bud takeover - a sequel maybe?).

0

2

3

0

13

Guy Baron

@Gbaronscout

1 month

$MCY

1

0

12

Guy Baron

@Gbaronscout

3 years

My best investments have been those where I had a five to ten year view and could care less about rates, inflation, price of oil, fed posture, or trade policy, etc. My biggest mistakes have been those where the thesis required a view on one of the above.

1

0

12

Guy Baron

@Gbaronscout

1 year

I will never quite grasp Druckenmiller's very unique approach to speculating.... But i deeply appreciate his contributions to the Memorial Sloan Kettering Cancer Center. MSKCC just about saved my life and i am forever grateful.

Trevor Scott

@TidefallCapital

1 year

wow that entire druck interview was awesome (watch at 1.5x speed)

5

15

117

0

12

Guy Baron

@Gbaronscout

2 years

@StockJabber oh, a simple word search for 'personal security', 'personal use', 'family members', and stuff like that can produce a gold mine.

1

0

12

Guy Baron

@Gbaronscout

9 months

@RepBowman Where were you today, @JamaalBowmanNY ? Probably anywhere but in your district that’s where. You are pretty useless…

0

12

Guy Baron

@Gbaronscout

2 years

A treasure trove of investor and CEO letter compilations from Kinetic Energy Ventures

2

1

12

Guy Baron

@Gbaronscout

1 month

@EismanSteven Give yourself a break. And ask others to give you a break. We're all dealing with a lot of hate, gaslighting, and misinformation on this platform.

71

0

12

Guy Baron

@Gbaronscout

8 months

@CliffordAsness Cliff, I stopped reading the NYT long ago...

3

0

10

Guy Baron

@Gbaronscout

3 years

I cringe a little when i reread my first couple VIC writeups from >15 years ago.

1

0

10

Guy Baron

@Gbaronscout

3 years

@KenRoth This is an awful take @KenRoth Really? This is where you are spending your time? The demos of the Israeli Olympic team? I did appreciate seeing all those Jewish athletes on the Moroccan, Egyptian, Syrian, and Iranian Olympic teams.

0

9

Guy Baron

@Gbaronscout

17 days

@FarroYossi @BillAckman Love it

0

10

Guy Baron

@Gbaronscout

3 years

@Post_Market @WallStCynic Great collection of his essays from the 1980s…

1

3

10

Guy Baron

@Gbaronscout

11 months

Patrick Whitesell : Bella & Gigi Hadid must be removed from contracts with IMG Models & Brand Ambassa... via @Change

Sign the Petition

Bella & Gigi Hadid must be removed from contracts with IMG Models & Brand Ambassadors

www.change.org

0

1

9

Guy Baron

@Gbaronscout

10 months

@StopAntisemites @VelshiMSNBC @MSNBC Shocking… MSNBC

2

0

8

Guy Baron

@Gbaronscout

3 years

@SJosephBurns That list is incomplete without Other People’s Money. I don’t understand the 31% on RT. It’s an awesome film.

1

0

10

Guy Baron

@Gbaronscout

4 years

@michael_saylor @michael_saylor - Possibly naive but honest question: won’t #bitcoin lead to even greater inequality to, as bitcoin billionaires are made and the vast majority of population is left holding (and is paid with) fiat currency?

11

0

9

Guy Baron

@Gbaronscout

7 months

@HandlerRich @calcalist @BillAckman thanks @HandlerRich for your vocal support of israel. More wall street ceo's need to take a cue.

0

9

Guy Baron

@Gbaronscout

3 years

I gotta say, Spindrift is a great beverage.

0

1

9

Guy Baron

@Gbaronscout

9 months

@SizweLo What so cute is that in this video you can see Idi Amin proudly wearing the Israeli Paratroopers insignia on his uniform.

1

0

9

Guy Baron

@Gbaronscout

1 year

@guastywinds Bad take wrong facts

1

0

10

Guy Baron

@Gbaronscout

10 months

@nihalist___ @jeremycorbyn This is wrong. @jeremycorbyn is almost always on the wrong side of history.

0

9

Guy Baron

@Gbaronscout

1 month

@Heidi__Matthews Lmao

0

8

Guy Baron

@Gbaronscout

3 years

@lhamtil TOOLS - complete it with $SHW

2

0

9

Guy Baron

@Gbaronscout

1 year

Actual deep meaning in this meme. Buffett and Munger touched on this subject at the Berkshire meeting. Our society’s obsession with get-rich-quick way of life is troubling. The life philosophy of grinding, working hard and getting-rich-slow is no longer in vogue.

Dividend Growth Investor

@DividendGrowth

1 year

7

49

593

1

0

9

Guy Baron

@Gbaronscout

1 year

Investors who are surprised by the top-heaviness of the stock market returns this year (and in recent years) -- should not be. "aggregate shareholder wealth creation is concentrated in a relatively few high performing stocks." -- Hendrik Bessembinder

0

9

Guy Baron

@Gbaronscout

1 year

$CL last page of proxy is a formal invitation to an activist.

4

0

9

Guy Baron

@Gbaronscout

3 years

@PrefShares I didn't get SNAP because i'm too darned old and didnt realize it. when a few years ago i became self aware of my own biases and the sloppiness inherent in falling back on personal anecdotes when evaluating businesses, i wised up quickly.

0

8

Guy Baron

@Gbaronscout

8 months

@JamaalBowmanNY @TheJewishVote Bruh Get real You ain’t got the Jewish vote

0

1

7

Guy Baron

@Gbaronscout

9 months

Ken Chennault cannot say antisemitism without saying Islamophobia. What a joke. Disgrace.

Sara Eisen

@SaraEisen

9 months

Very disappointing to hear how Harvard board member, and longtime champion of equality, ⁦⁦ @ChenaultKen ⁩ responded to a question on Harvard’s antisemitism and leadership issues on ⁦ @CNBC ⁩

284

64

764

0

7

Guy Baron

@Gbaronscout

3 years

@kcerminara Same issue for years. Whats worked is — Create an auto rule that sends the emails to different sub folders. Then check them at your convenience…

0

7

Guy Baron

@Gbaronscout

10 months

@DrewPavlou Why shouldn’t Corbyn be arrested the minute he ever steps on US soil for supporting and abating a terrorist org?

5

0

8

Guy Baron

@Gbaronscout

2 years

$GOOGL spends nearly 2x more than $AAPL on SG&A. $AAPL generates over 50% more revenue than $GOOGL. Dichotomy of efficiency versus carelessness.

0

2

7

Guy Baron

@Gbaronscout

3 years

I wouldn’t necessarily have trusted my 32 year old self with monumental regulatory policy, but i might have been a late bloomer.

1

0

7

Guy Baron

@Gbaronscout

8 months

@JamaalBowmanNY @TheJewishVote 👆 that’s a lie @JamaalBowmanNY is despised by Jews in his district.

0

1

6

Guy Baron

@Gbaronscout

9 months

@JamaalBowmanNY @JamaalBowmanNY you are unfit for office.

0

7

Guy Baron

@Gbaronscout

1 year

$wtm

0

1

2

Guy Baron

@Gbaronscout

10 months

Shabbat shalom. #BringThemHomeNow

0

7

Guy Baron

@Gbaronscout

3 years

@SouthernValue95 I don’t think anyone taking CMCSA seriously in content. Most just love the cable cashflows and just sit at the chairs edge praying roberts gives it back rather than do another sky.

2

1

7

Guy Baron

@Gbaronscout

19 days

For Taleb to post something like this to his large follow base on the one year anniversary of the October 7th massacre of 1,200 Jews - is tactless and as Taleb well knows, incendiary to the max. He knows better but can’t help himself. He’s a disgrace

Nassim Nicholas Taleb

@nntaleb

20 days

Anyone who acts as if that these events started on October 7th 2023 (rather than 1948 or earlier) is either a propagandist*, a naive idiot who believes the former, someone ignorant of history, or plainly, a fraud. *Propagandist w/an ethnic cleansing/settler colonialist program.

0

844

4K

0

1

7

Guy Baron

@Gbaronscout

2 years

But for a while it was THE consumer staple to own. EVERYONE owned it. You name the big name HF, they owned it. We all did. BUD was going to buy $KO, too - this was viewed as nearly inevitable by the smartest industry analysts. BUD was unstoppable.

Guy Baron

@Gbaronscout

2 years

More seriously, $BUD was my first big P&L winner back in 2009. Bought in the low- €20s and I think stock doubled in a year or so. Incredible run until about 2013 — made millions on it. Then they overpaid for $SAB and it hadn’t been same since.

0

4

0

1

7

Guy Baron

@Gbaronscout

3 years

There is a certain beauty to this. $ORLY

3

0

7

Guy Baron

@Gbaronscout

3 years

@ohcapideas @day_lew $FMX… man oh man I’ve been waiting for this one for >7 years

1

0

7

Guy Baron

@Gbaronscout

9 months

Midweek reminder that there are actual representatives in the US CONGRESS who hate the US, hate Israel, hate Jews, and hate the West; @JamaalBowmanNY @RepRashida @IlhanMN @RepCori @AOC To name a few …. None of them does anything for their actual constituents…. Too

1

2

7

Guy Baron

@Gbaronscout

9 months

@EndoceneHunter I’m sure you posted this back in 2016 to protest Assad in Syria. Yep.

0

5

Guy Baron

@Gbaronscout

3 years

@marketplunger1 @Post_Market Informational 💩 Analytical 🤯 Behavioral 💯

1

0

7

Guy Baron

@Gbaronscout

1 year

it's amazing to me how so many promotional / semi-fraudster CEOs and managements have figured out how to SOUND very reasonable, balanced, and un-promotional in investor communication. They've really learned how to come across as humble and moral while pickpocketing investors

1

0

6

Guy Baron

@Gbaronscout

8 months

@UN_Women Is this a parody account?

0

4

Guy Baron

@Gbaronscout

9 months

@seffikogen Bowman is a worse than a clown because he’s dangerously hateful and dismissive of his Jewish constituents.

0

5

Guy Baron

@Gbaronscout

7 months

@JamaalBowmanNY Fraudster

0

2

Guy Baron

@Gbaronscout

3 years

$HSY 10 year rolling annual returns... +11.4% and never negative.. I kind of view this as my cost of capital/hurdle. I've always liked this company.. Uber conservative, L-T oriented, made some cap allocation errors but none betting the farm.. Far superior to See's IMO.

1

0

5

Guy Baron

@Gbaronscout

25 days

@BillAckman @GovTimWalz He’s so far out of his league it’s hard to watch

0

6

Guy Baron

@Gbaronscout

16 days

@StopAntisemites LMAO the @guardian is just so confused and morally vapid. it's sad. and funny. but mostly sad.

0

1

6

Guy Baron

@Gbaronscout

3 years

$AMZN couldn’t launch successfully in Mexico without using $GOOGL. Tried and didn’t work. Amazon Unbound by @BradStone

1

6

Guy Baron

@Gbaronscout

2 years

$WTM White Mountains annual report dropped today and it's a pleasure to read. We were recently interviewed in Value Investor Insight about our views on WTM, please DM me to receive a copy.

0

1

6

Guy Baron

@Gbaronscout

17 days

@rsandler21969 Agree. There are so many cheap stocks below the $1-2bn cap.

0

6

Guy Baron

@Gbaronscout

1 month

The implied price for $RACE is actually around 5x earnings, if one values $EXO's other components at market value.

Hidden Value Gems

@HiddenValueGems

11 months

A great episode on $RACE for collectors of the ultimate luxury and fantastic businesses. Formula One paying for the marketing expenses, new ways to expand the fab base through fashion. Another reason to own #Exor as you get this gem at a 40% discount vs mkt PE of 45x! H/t

1

4

26

0

6

Guy Baron

@Gbaronscout

2 years

$FWONK Patience pays. stock did nothing for 4 years, then doubled in two. 22% IRR over 7 years (almost to the day) - i would have guessed lower. nice job @maffei_fake

2

0

6

Guy Baron

@Gbaronscout

8 months

@dansenor @havivrettiggur Agree with your take Dan

1

0

6