Jamie Powell Profile Banner
Jamie Powell Profile
Jamie Powell

@ajb_powell

9,479
Followers
991
Following
2,560
Media
24,128
Statuses

occasional bass player, ex-antique salesman, former reporter @FTAlphaville and l/s equity analyst. rts ≠ opinions. all views my own.

London
Joined May 2013
Don't wanna be here? Send us removal request.
@ajb_powell
Jamie Powell
11 months
"due diligence", my brother in christ it had no board of directors, no cfo, no head of risk and was incorporated in antigua and barbuda. 2 mins of googling would have got you there.
@Alfred_Lin
Alfred Lin
11 months
Immediately after FTX collapsed, we extensively reviewed our due diligence process and evaluated our 18-month working relationship with SBF. We concluded that we had been deliberately misled and lied to.
313
19
280
68
714
10K
@ajb_powell
Jamie Powell
7 years
@SeanWoodruff @xyevelynxy @KingJames @StephenCurry30 um. take a look at his tweets from before he was president.
31
117
7K
@ajb_powell
Jamie Powell
3 years
smoking encourages cancer research
@jack
jack
3 years
#bitcoin incentivizes renewable energy
1K
3K
16K
64
1K
7K
@ajb_powell
Jamie Powell
7 years
i just learned that Wittgenstein invented the emoji and now i'm done for the day
Tweet media one
67
2K
6K
@ajb_powell
Jamie Powell
7 years
@SeanWoodruff @xyevelynxy @KingJames @StephenCurry30 so basically I can't criticise anyone or anything unless I'm professionally involved? #nonsequitur
43
78
6K
@ajb_powell
Jamie Powell
10 months
this is the GOAT 2020-1 bubble thread, only one stock with a positive return since and several -90%
@BrianFeroldi
Brian Feroldi
3 years
I asked, “What company is worth less than $10 billion today but you think could be worth $500+ billion in a few decades?” I received 710 answers Here are 20 top stocks that have 50x+ potential:
488
2K
18K
45
265
4K
@ajb_powell
Jamie Powell
3 years
this meme never misses $PTON
Tweet media one
23
374
3K
@ajb_powell
Jamie Powell
3 years
lmao
Tweet media one
48
165
3K
@ajb_powell
Jamie Powell
4 years
what about selling a product that doesn't exist yet in the hope of delivering it for cheaper to a customer later? asking for a friend.
@elonmusk
Elon Musk
4 years
u can’t sell houses u don’t own u can’t sell cars u don’t own but u *can* sell stock u don’t own!? this is bs – shorting is a scam legal only for vestigial reasons
19K
120K
653K
33
276
2K
@ajb_powell
Jamie Powell
2 months
guy who runs a car company with EBIT margins 50% below comps has ideas on gov efficiency
@cb_doge
DogeDesigner
2 months
"I have discussed with Donald Trump the idea of a government efficiency commission and I would be willing to be part of that commission." 一 Elon Musk
1K
4K
26K
109
106
2K
@ajb_powell
Jamie Powell
3 months
in the uk this would be classified as greenbelt
@Rainmaker1973
Massimo
3 months
In 1971, Soviet geologists working in Turkmenistan set a crater on fire to prevent the spread of methane gas, expecting it would burn for a few days. The hole has since been burning for over 52 years and is know as The Door to Hell.
52
134
587
11
75
1K
@ajb_powell
Jamie Powell
1 month
whenever a PE firm tell you it’s a “difficult market environment” for exits, remember Uber just raised debt at the fed funds rate
@modestproposal1
modest proposal
1 month
Uber: from venture backed startup to IPO to issuing 30 year bonds at 5.35% to buy back tons of stock. Truly the American dream.
Tweet media one
27
113
2K
19
78
1K
@ajb_powell
Jamie Powell
3 years
we were also very negative and cynical about Wirecard. weird that
@RaoulGMI
Raoul Pal
3 years
Fascinating to search "Bitcoin" in the @FT . Every single article is negative and cynical. I guess they really don't like it...
Tweet media one
335
212
3K
48
96
916
@ajb_powell
Jamie Powell
2 years
huge if true
@business
Bloomberg
2 years
Private equity firms typically buy companies with a combination of equity and debt
43
19
151
10
15
873
@ajb_powell
Jamie Powell
5 months
update from a mate on the way to omaha for the value investor bro mecca $BRK
Tweet media one
12
43
790
@ajb_powell
Jamie Powell
4 years
guys, i'm new to this value investing thing but just came across this stonk growing ebitda at a rate in the mid-40s w 30% margins, a 24% ROE, and its trading at JUST 3 TIMES EARNINGS. what am i missing? #deepvalue #investing #stocks
Tweet media one
106
43
716
@ajb_powell
Jamie Powell
1 year
new cfa level iv material just dropped
Tweet media one
34
38
673
@ajb_powell
Jamie Powell
2 years
genuine lol
Tweet media one
25
84
677
@ajb_powell
Jamie Powell
4 years
Tweet media one
4
71
670
@ajb_powell
Jamie Powell
3 years
still can't get quite get over the fact that the BoE basically said "sorry lads, its going to be shit" and then raised rates.
10
59
625
@ajb_powell
Jamie Powell
4 years
was it something i said? @chamath
Tweet media one
Tweet media two
14
30
589
@ajb_powell
Jamie Powell
3 years
why the hate on $TSLA's stock dividend and share pop? the company is effectively raising guidance by delivering more of its core product to its key customers.
29
44
577
@ajb_powell
Jamie Powell
4 years
it arrived
Tweet media one
13
13
565
@ajb_powell
Jamie Powell
7 months
one of the saddest things ive ever read
Tweet media one
22
23
572
@ajb_powell
Jamie Powell
4 years
serious question: is there another company in the history of capitalism that claimed it was "supply constrained" and was simultaneously slashing prices every quarter? $TSLA
52
69
524
@ajb_powell
Jamie Powell
1 year
estate agent: "lot of buy to let investors looking at this place, at asking it yields 4.5% which is really good" me: "why would you buy a property for 4.5% when risk free 5-year gilts are at 4.6% and capital gains aren't taxed?" estate gent: "..." dont think he liked me
23
19
533
@ajb_powell
Jamie Powell
18 days
the uk now has a higher interest rate than the usa with a lower inflation rate and 1/3 the rate of economic growth
27
62
508
@ajb_powell
Jamie Powell
2 years
has CFA in their twitter handle 🚩🚩🚩
26
25
483
@ajb_powell
Jamie Powell
4 years
apparently this was just rolling down a hill. powered by the grace of god $NKLA
@nikolamotor
Nikola Corporation
7 years
Behold, the Nikola One in motion. Pre-production units to hit fleets in 2019 for testing. The Nikola Hydrogen Electric trucks will take on any semi-truck and outperform them in every category; weight, acceleration, stopping, safety and features - all with 500-1,000 mile range!
52
114
302
31
34
412
@ajb_powell
Jamie Powell
4 years
these trains look like they're about to drop the best electro album of 2020
@rabihalameddine
Rabih Alameddine
4 years
Michael Knudsen. Train station by night, Denmark.
Tweet media one
61
1K
7K
7
19
415
@ajb_powell
Jamie Powell
4 years
confession of the day: i learned how to do a DCF off a Martin Shkreli youtube video. <logs off>
14
20
409
@ajb_powell
Jamie Powell
5 years
The basic salary for an MP? £79,468
@Steven_Swinford
Steven Swinford
5 years
Telegraph splash: Boris Johnson plans to slash income tax for 3million people by hiking 40p rate threshold from £50,000 to £80,000 The move will cost estimated £9.6bn, funded from the £26bn 'fiscal headroom' currently set aside for no deal
548
371
776
8
187
390
@ajb_powell
Jamie Powell
5 years
today, in the emperor has no clothes $TSLA
16
93
382
@ajb_powell
Jamie Powell
2 years
🌘some personal news🌖 friday will be my last day at @ftalphaville and the FT. it’s been a a privilege to write for the best financial news organisation on the planet, and i’m sad to be leaving the brilliant FT fam behind.
56
7
392
@ajb_powell
Jamie Powell
3 years
good rule of thumb: the bigger the grift, the more thin-skinned its investors and operators are
9
31
375
@ajb_powell
Jamie Powell
4 years
shorter me
Tweet media one
6
26
375
@ajb_powell
Jamie Powell
3 years
the weighted average of all unvested stock held by $FB employees is $244. the stock is now at $228.
30
52
354
@ajb_powell
Jamie Powell
3 years
@Billbrowder kind of like making your fortune from the questionable and unregulated privatisations of industrials after a nation has just emerged from communist rule eh?
14
18
324
@ajb_powell
Jamie Powell
2 months
pretty nuts that uk house prices in real terms have been flat since 2003
Tweet media one
63
34
318
@ajb_powell
Jamie Powell
5 years
tech bros: "ai is taking over the world". me: "air bnb just recommended that i stay at my own flat".
13
41
302
@ajb_powell
Jamie Powell
3 years
Tiger Global: tell me about ur SAAS business SAAS: revenue number go up Tiger Global: sounds good, we'll give $50m at a $500m valuation SAAS: gr8 Fintwit: wow, such speed of process, such genius
8
12
306
@ajb_powell
Jamie Powell
4 years
finally, a deal for @BillAckman 's SPAC
@Reuters
Reuters
4 years
Britain's Queen Elizabeth may go public after having COVID vaccine, Times reports
Tweet media one
41
61
405
3
16
299
@ajb_powell
Jamie Powell
3 months
Tweet media one
7
9
298
@ajb_powell
Jamie Powell
2 years
not hard to imagine that the era of comedians getting paid $30m by a streaming service for a few one off shows has finished
8
12
292
@ajb_powell
Jamie Powell
4 years
ARK Invest's due diligence process, a 4 part story $ARKK
Tweet media one
Tweet media two
Tweet media three
Tweet media four
12
34
283
@ajb_powell
Jamie Powell
4 years
Hayek just salty that Keynes made bank when day trading from bed and was still more influential than him
@adam_tooze
Adam Tooze
4 years
Extraordinary interview with Friedrich Hayek on John Maynard Keynes: "Keynes was Brilliant, but Economics was Only a Sideline for Him." "Not well read. Not a master of the subject …”. And so on and so forth … breathtaking!
Tweet media one
87
231
1K
6
23
246
@ajb_powell
Jamie Powell
1 year
worlds most advanced car company update: Tesla: 1 brand, 4 factories, 4 models and 10.5% 1H operating margin Stellantis: 14 brands, 50+ factories, 100+ models and 14.4% 1H operating margin
19
35
239
@ajb_powell
Jamie Powell
4 years
EY galaxy brain
Tweet media one
18
23
234
@ajb_powell
Jamie Powell
4 years
evolution doing its thing once again $TSLA
25
34
236
@ajb_powell
Jamie Powell
3 years
question for fintwit: what's the first book you'd recommend to someone who wants to learn the basics of investing but has absolutely zero knowledge? and no, the answer is not McKinsey on Valuation.
239
18
236
@ajb_powell
Jamie Powell
3 years
fyi to anyone in their mid-30s, just bought forward my second jab by 3 weeks by rebooking on the NHS site. (Pfizer)
35
66
237
@ajb_powell
Jamie Powell
2 years
Sales: $100m COGS: $120m SG&A: $50m SBC: $1,250m someone who is good at finance please help me. my growth co is dying
15
16
232
@ajb_powell
Jamie Powell
3 years
to be fair, at least a coin flip has more intellectual rigour than most of ARK's investment research
@DeItaone
*Walter Bloomberg
3 years
CATHIE WOOD SAYS THERE IS A 50% CHANCE THAT TESLA'S AUTONOMOUS STRATEGY IS GOING TO WORK OUT - CNBC $TSLA
101
27
355
6
22
219
@ajb_powell
Jamie Powell
4 years
Tweet media one
7
18
215
@ajb_powell
Jamie Powell
2 years
uk econ commentators opining about a decade of lost productivity, stagnant wages and failing social + hard infrastructure after supporting austerity from 2010-15
Tweet media one
1
33
214
@ajb_powell
Jamie Powell
5 years
is there a website/ blog that has caused people to lose more money than ZH over the past 10 years? bar, like, Ackman's quarterly letters between '13-'15
29
25
215
@ajb_powell
Jamie Powell
4 years
anyone asked @chamath what his annualised IRR is so far this year?
9
2
209
@ajb_powell
Jamie Powell
5 years
tesla bulls -- well known for doing their DD $TSLA
Tweet media one
8
14
206
@ajb_powell
Jamie Powell
1 year
its becoming clear EVs are more expensive to repair and insure...RIP the LeSs MoVInG pArTS thesis
Tweet media one
24
35
192
@ajb_powell
Jamie Powell
3 years
I didn't want to write this, but someone had to
Tweet media one
5
21
184
@ajb_powell
Jamie Powell
4 years
Tweet media one
3
31
185
@ajb_powell
Jamie Powell
3 years
hey siri, show me a perfect example of a failed transportation policy
@jgillanNews3LV
Jeff Gillan
3 years
A parade of @Tesla cars underneath the @LVCVA convention center. We get a first look at the underground transportation system. We’ll go for a ride at 11 @News3LV
148
184
2K
4
14
176
@ajb_powell
Jamie Powell
3 years
TBT to last summer when an established VC didn't understand that market capitalisation = shares outstanding x share price. oh, and was long $FSLY.
@LiebermanAustin
Austin Lieberman
4 years
@ajb_powell It’s actually not. There are many $250 billion market cap companies and they all have different stock prices depending on growth rate, profitability, industry, valuation, etc
13
2
5
25
6
173
@ajb_powell
Jamie Powell
1 year
bigger q: why is the ceo of a major tech firm, under investigation from the several gov agencies, actively using Signal?
@sarthakgh
Sar Haribhakti
1 year
I love how X is not on her homescreen as she pitches it while holding up her phone
Tweet media one
219
197
5K
16
28
171
@ajb_powell
Jamie Powell
4 years
value bros right now
Tweet media one
5
13
165
@ajb_powell
Jamie Powell
3 years
Palantir founder is about as normal as you’d imagine
@JTLonsdale
Joe Lonsdale
3 years
@danprimack Wow. Great for fathers to spend time w their kids and support moms, but any man in an important position who takes 6 months of leave for a newborn is a loser. In the old days men had babies and worked harder to provide for their future - that’s the correct masculine response.
1K
57
570
8
18
170
@ajb_powell
Jamie Powell
3 years
after we used a photo from THG chief executive Matt Moulding's Insta this morning in a post, the company got in touch to have the photo removed on copyright grounds. so we made it in Paint instead.
Tweet media one
Tweet media two
8
19
165
@ajb_powell
Jamie Powell
2 years
baillie giff bought the dip all the way down on $CVNA
Tweet media one
15
17
163
@ajb_powell
Jamie Powell
4 years
Perhaps the CFA's ethics questions next year should ask how a investment advisor should act if they're not able to perform a paid service for a client within the promised timeframe?
8
26
164
@ajb_powell
Jamie Powell
3 years
Tweet media one
@Bonecondor
Chairman Birb Bernanke
3 years
Incredible quote directly from the article: “We're kind of struggling to hire because the only people who are applying are teenagers," the McDonald's manager said.”
8
24
147
5
28
159
@ajb_powell
Jamie Powell
3 years
retweeting this for no reason whatsoever
@elonmusk
Elon Musk
5 years
@russotalks All cars made since Oct 2016 either have the hardware needed for FSD or are trivially upgradeable
37
53
1K
3
20
155
@ajb_powell
Jamie Powell
2 years
zoltan is going to end up at zerohedge
5
7
155
@ajb_powell
Jamie Powell
4 years
what are the odds he's net long?
15
2
151
@ajb_powell
Jamie Powell
24 days
fungus barons
Tweet media one
1
6
157
@ajb_powell
Jamie Powell
4 years
@sgorlick you left out the part where $UBER sold 50c for a $1 and skirted local regs with impunity leading to all sorts of awful neg externalities. but cool.
2
2
144
@ajb_powell
Jamie Powell
3 years
things you say when you've underperformed the Nasdaq by 40 percentage points this year
@CNBC
CNBC
3 years
Cathie Wood says her firm is testing a more aggressive strategy that would be 'ARK on steroids'
84
43
367
13
12
152
@ajb_powell
Jamie Powell
4 years
to pay taxes don't you have to make profits?
@Lebeaucarnews
Phil LeBeau
4 years
Elon Musk could save billions in taxes if Tesla moves its headquarters from @CNBC via ⁦ @robtfrank
26
5
43
11
7
141
@ajb_powell
Jamie Powell
7 years
Some personal news... I am <extremely> excited to tell you that I will be joining @FTAlphaville next week. Very much looking forward to covering economic oddities and market misbehaviour within such a talented team of reporters.
32
6
139
@ajb_powell
Jamie Powell
3 years
this is how to start a book
Tweet media one
11
16
143
@ajb_powell
Jamie Powell
3 years
oh no. not that
@IslingtonChap
Tim Chapman
3 years
Going after Russian Dark money could cause house prices in Central London to crash overnight. Rents could plummet, jeopardising the livelihoods of tens of thousands of landlords. Hold Mr Putin to account, robustly, by all means. But do so sensibly. Pragmatically. Declare war.
990
693
5K
5
19
139
@ajb_powell
Jamie Powell
4 years
$UBER's results are an exercise in corporate gaslighting, i mean just look at this:
Tweet media one
11
29
135
@ajb_powell
Jamie Powell
1 year
weird how tesla is the only car company that underperforms on real world range tests consistently
Tweet media one
15
23
138
@ajb_powell
Jamie Powell
4 years
weird full circle moment for me: one of the first pieces i wrote at school was a review of Madvillainy -- 16 years later i got to write MF DOOM's obituary for the FT
11
18
139
@ajb_powell
Jamie Powell
4 years
not sure "eat out to help out" is that great a slogan lads.
11
5
130
@ajb_powell
Jamie Powell
2 years
Tweet media one
3
5
138
@ajb_powell
Jamie Powell
4 years
re: Jack Ma -- this is your daily reminder that no one knows who controls Alibaba's VIE. Ma gave it up in 2018 because...he just did $BABA
Tweet media one
6
22
138
@ajb_powell
Jamie Powell
2 years
RIP this meme
Tweet media one
1
14
132
@ajb_powell
Jamie Powell
3 years
you know you're a top journalist when your opening paragraph features the line "this might not be true but it is certainly believable"
@CamillaTominey
Camilla Tominey
3 years
Today we learned what the BBC and Downing Street has in common. They don't understand Conservatism ... my column this week 👇 #NorthShropshire
461
50
255
8
9
132
@ajb_powell
Jamie Powell
2 years
that's how to open a piece on esg
Tweet media one
4
28
135
@ajb_powell
Jamie Powell
8 months
nothing new under the sun -- pretty much every famous banker's wiki goes along the lines of "he was an anarcho marxist at oxford and then joined SG warburg in 1981"
@MarioNawfal
Mario Nawfal
8 months
🇺🇸 @BillAckman : HARVARD INDOCTRINATED MY DAUGHTER LIKE IT WAS A CULT "She became, like, an anti-capitalist. Like practically a Marxist. We'd talk about capitalism, and she would freak out at the table. That was an indicator, but I didn't know if that was just my daughter or
Tweet media one
499
945
7K
7
7
136
@ajb_powell
Jamie Powell
9 months
how is this different to rolling a truck without an engine down a hill?
@jasonfenske13
Engineering Explained
9 months
Let's do the math on Tesla's Cybertruck 1/4-mile claim... Full video 👉
175
407
3K
30
14
131
@ajb_powell
Jamie Powell
3 years
Zoom at $144. March 1 2020 close? $146 $ZM
4
24
128
@ajb_powell
Jamie Powell
3 years
Tweet media one
@business
Bloomberg
3 years
Jeremy Grantham says the historic collapse in stocks he predicted a year ago is underway and even Fed intervention can’t prevent an eventual plunge of almost 50%
18
60
170
6
8
128
@ajb_powell
Jamie Powell
4 years
when are we due the @matt_levine freak out over the validity of capital markets? this was from Feb 1... $GME
Tweet media one
4
13
130
@ajb_powell
Jamie Powell
5 years
A guest writes in to @FTAlphaville on how to retire by 40. It's easier than you think.
10
34
126
@ajb_powell
Jamie Powell
4 years
Fox News "journalist" posts a "Hunter Biden text exchange" which is a screenshot of an iPhone whatsapp message on a 2011 Blackberry connected to MTS Network -- which only operates in Russia, Belarus and Armenia. cool cool cool
@MikeEmanuelFox
Mike Emanuel 🇺🇸
4 years
Hunter Biden text exchange from June 2017 obtained by #FoxNews ranting to his business partners about not wanting to "sign over my family's brand", "the keys to my family's only asset" to Tony Bobulinski. Warning: foul language.
Tweet media one
2K
646
1K
6
30
125
@ajb_powell
Jamie Powell
3 years
Tweet media one
0
13
127
@ajb_powell
Jamie Powell
4 years
christmas book haul was excellent. merry christmas all🎄
Tweet media one
13
5
128