Kevin (@atomicalcapital) / X

Kevin

4,037 posts

Kevin

@atomicalcapital

Ex-nuclear engineer hunting hidden atoms. Teaching investors to wield Claude as a junior analyst.

Join 12,000 hunters

Joined October 2022

Pinned
Kevin
@atomicalcapital
Jul 28, 2025
I've spent years obsessing over 100-baggers. I recently found Anna Yartseva's study that analyzed 464 ten-baggers over 24 years. It challenged everything I thought I knew. FCF yield dominated every other factor. Here's why I'm rebuilding my approach:🧵
1M
Kevin
@atomicalcapital
Apr 25, 2025
The world's most feared investor. Paul Singer hasn't had a down year since 1977. His fund returned 14% annually for 46 years, going from managing $1.3 million to $72 billion through activist investing... Here are 8 of his best investing rules: (No. 6 is fascinating)
1.9M
Kevin
@atomicalcapital
May 6, 2025
I just returned from Warren Buffett's 60th Berkshire meeting. Buffet revealed shocking truths about Japan, AI, and the future of Berkshire's $335B cash pile. People are calling it one of the best meetings EVER. Here's what happened (gets crazier as you read): 🧵
958K
Kevin
@atomicalcapital
May 19, 2025
This man paid $650,000 to learn one idea from Warren Buffett. That idea helped Monish Pabrai turn $1M into $600,000,000+ His “Dhandho” investing philosophy is so shockingly simple anyone can do it. Here are 8 of his best investing rules: 🧵 (No. 6 is mind-blowing)
633K
Kevin
@atomicalcapital
May 12, 2025
The most dangerous investor in the world. Carl Icahn made a 25.3% annual return over 40 years He turned $8,000 into a $7.4 billion fortune by transforming dying companies into billion-dollar companies... Here are 8 of his best investing rules: (No. 6 is fascinating)
516K
Kevin
@atomicalcapital
May 2, 2025
This billionaire predicted the 2008 crash when no one believed him. Now, Ray Dalio is warning that America faces an economic disaster that's worse than anything in 90 years. The terrifying part? It's already beginning to unfold. Here's what he says is coming next: 🧵
1.8M
Kevin
@atomicalcapital
May 9, 2025
Jim Simons was the greatest investor of all time. He turned $1000 in 1988 into $4B in 30 years. His hedge fund achieved 66% returns annually by hiring mathematicians and physicists instead of Wall Street experts. Here's how a mathematician became the world's best investor: 🧵
522K
Kevin
@atomicalcapital
Aug 4, 2025
Polen Capital turned $100,000 into $37 million over 35 years. Their secret? A "crayon simple" strategy that only looks at 160 companies. While everyone chases hot stocks, they do the opposite. Here's their exact 5-step framework that beats the market:🧵
207K
Kevin
@atomicalcapital
Sep 2, 2025
This man achieved 921% returns while the market made 117%. He retired at 45 after making investors $2 billion. Yet you've probably never heard of him because he refused every interview and turned away new money. Here's Nick Sleep's secret to finding 100-baggers:🧵
207K
Kevin
@atomicalcapital
Jun 28, 2025
The man who can predict the future: Jeremy Grantham. He predicted the 2008 housing crisis, the Dot-com bubble & Japan's 20-year crash. He just said "The market is as high as it has ever been, higher than 1929." His 4 shocking predictions on the future of the economy: 🧵
294K
Kevin
@atomicalcapital
May 22, 2025
The world's most secretive investor. Mark Leonard hasn't made a public appearance since 2017. His company returned 33% annually for 29 years, going from $25 million to $89 billion through software acquisitions... Here are 8 of his best investing rules: (No. 6 is fascinating)
335K
Kevin
@atomicalcapital
Sep 7, 2025
This legendary investor worth $2,200,000,000 just broke the internet. Howard Marks dropped 79 years of his best investing wisdom in 45 minutes, and it honestly blew me away. Here are 10 invaluable insights from one of the greatest investors in history: 🧵
222K
Kevin
@atomicalcapital
May 30, 2025
This is Nicolai Tangen. He’s the CEO managing Norway’s $1.7 TRILLION oil fund. In a rare interview with David Rubenstein, he revealed shocking truths about global investing that 99% of people wouldn't know. Here are my top 8 takeaways: 🧵 (No. 5 will blow your mind)
128K
Kevin
@atomicalcapital
Jul 3, 2025
This is Ray Dalio's favorite book. He's been rereading it for 30+ years straight, and it inspired his most famous "debt cycle" framework. Here are 7 lessons from "The Rise and Fall of the Great Powers" that made him the world's most successful hedge fund manager: 🧵
333K