Elliot Turner
@elliotturn.bsky.social
Dad. RGA Investment Advisors. Soundview Equity Partners. GARP investor. Mets, Jets, Isles fan. Compulsive reader. In awe of nature. Co-host @twiii_podcast.
This is the problem for every AI narrative. Nothing is falsifiable. People can just say stuff so the fear compounds.
I've been vibe coding, it's amazing. I'm doing things I never dreamed I could, but many of these alleged changes aren't going to happen. Some will though!
I've been vibe coding, it's amazing. I'm doing things I never dreamed I could, but many of these alleged changes aren't going to happen. Some will though!
February 12, 2026 at 10:47 PM
This is the problem for every AI narrative. Nothing is falsifiable. People can just say stuff so the fear compounds.
I've been vibe coding, it's amazing. I'm doing things I never dreamed I could, but many of these alleged changes aren't going to happen. Some will though!
I've been vibe coding, it's amazing. I'm doing things I never dreamed I could, but many of these alleged changes aren't going to happen. Some will though!
AMZN, META, GOOG, MSFT combined capex is ~2.2% of GDP. Railroad investment averaged 2.4% for the Gilded Age and peaked between 6-10% depending on estimates.
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
February 6, 2026 at 2:38 PM
AMZN, META, GOOG, MSFT combined capex is ~2.2% of GDP. Railroad investment averaged 2.4% for the Gilded Age and peaked between 6-10% depending on estimates.
www.bloomberg.com/opinion/arti...
www.bloomberg.com/opinion/arti...
Reposted by Elliot Turner
I think a follow up question would be in what business interactions, workflows or decisions can people not be removed by AI? 1. Physical Retail, 2. Health Care, 3. Companies that supply hardware and services bundled with software.
It really feels like growth that's completely untethered to AI (whether vulnerable to or benefitting from) should be valued at a premium today. With that said, I'm curious what you all think are your favorite growth cos that fit the bill?
I will share a few later in the day.
I will share a few later in the day.
February 3, 2026 at 10:53 PM
I think a follow up question would be in what business interactions, workflows or decisions can people not be removed by AI? 1. Physical Retail, 2. Health Care, 3. Companies that supply hardware and services bundled with software.
Reposted by Elliot Turner
One I like that I haven’t seen written up anywhere is #$CMPR. Coming off a big surge in capex for unified software back-end across acquired brands, and physical capex to produce “elevated” custom products. Not just biz cards.
February 3, 2026 at 9:07 PM
One I like that I haven’t seen written up anywhere is #$CMPR. Coming off a big surge in capex for unified software back-end across acquired brands, and physical capex to produce “elevated” custom products. Not just biz cards.
It really feels like growth that's completely untethered to AI (whether vulnerable to or benefitting from) should be valued at a premium today. With that said, I'm curious what you all think are your favorite growth cos that fit the bill?
I will share a few later in the day.
I will share a few later in the day.
February 3, 2026 at 5:03 PM
It really feels like growth that's completely untethered to AI (whether vulnerable to or benefitting from) should be valued at a premium today. With that said, I'm curious what you all think are your favorite growth cos that fit the bill?
I will share a few later in the day.
I will share a few later in the day.
Please enjoy this fascinating interview with
Justin Fox revisiting The Myth of the Rational Market 15 years later. The book remains 1 of my single favorite investment books I have ever read!
twiii.podbean.com/e/bloomberg-...
Justin Fox revisiting The Myth of the Rational Market 15 years later. The book remains 1 of my single favorite investment books I have ever read!
twiii.podbean.com/e/bloomberg-...
Bloomberg Opinion Columnist Justin Fox on the AI Spending Boom | This Week in Intelligent Investing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Justin Fox, Bloomberg Opinion columnist covering business, economics, and other topics. He is also the author of The Myth of the Rat...
twiii.podbean.com
November 20, 2025 at 5:56 PM
Please enjoy this fascinating interview with
Justin Fox revisiting The Myth of the Rational Market 15 years later. The book remains 1 of my single favorite investment books I have ever read!
twiii.podbean.com/e/bloomberg-...
Justin Fox revisiting The Myth of the Rational Market 15 years later. The book remains 1 of my single favorite investment books I have ever read!
twiii.podbean.com/e/bloomberg-...
It's an AI podcast where we don't talk about whether AI is in a bubble!
I loved recording this episode with @AskeladdenTX for how thoughtful Samir is and how much I learned on deploying AI in the investment process.
Must listen material here:
twiii.podbean.com/e/samir-pate...
I loved recording this episode with @AskeladdenTX for how thoughtful Samir is and how much I learned on deploying AI in the investment process.
Must listen material here:
twiii.podbean.com/e/samir-pate...
Samir Patel on Using AI Intelligently Within the Investment Process | This Week in Intelligent Investing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Samir Patel, the founder and portfolio manager of Askeladden Capital, a long-only small/micro-cap value investing firm based in the ...
twiii.podbean.com
November 15, 2025 at 2:00 PM
It's an AI podcast where we don't talk about whether AI is in a bubble!
I loved recording this episode with @AskeladdenTX for how thoughtful Samir is and how much I learned on deploying AI in the investment process.
Must listen material here:
twiii.podbean.com/e/samir-pate...
I loved recording this episode with @AskeladdenTX for how thoughtful Samir is and how much I learned on deploying AI in the investment process.
Must listen material here:
twiii.podbean.com/e/samir-pate...
Yeah you read that right, @pcordway was back on the pod and didn't miss a beat!
We cover a range of developments in markets over the past year and try to put the weirdness and absurdities in context.
Go listen and let us know what you think!
twiii.podbean.com/e/phil-ordwa...
We cover a range of developments in markets over the past year and try to put the weirdness and absurdities in context.
Go listen and let us know what you think!
twiii.podbean.com/e/phil-ordwa...
Phil Ordway on the Market Environment, Red Flags, Opportunities, and More | This Week in Intelligent Investing
In this episode, co-hosts Elliot Turner and John Mihaljevic are delighted to welcome back former co-host Phil Ordway for a lively discussion of the current market environment, the craziness we've seen...
twiii.podbean.com
November 8, 2025 at 1:27 PM
Yeah you read that right, @pcordway was back on the pod and didn't miss a beat!
We cover a range of developments in markets over the past year and try to put the weirdness and absurdities in context.
Go listen and let us know what you think!
twiii.podbean.com/e/phil-ordwa...
We cover a range of developments in markets over the past year and try to put the weirdness and absurdities in context.
Go listen and let us know what you think!
twiii.podbean.com/e/phil-ordwa...
$TECH giving a real-time update on NIH-backed spend trends
March 13, 2025 at 11:49 AM
$TECH giving a real-time update on NIH-backed spend trends
Another incredible episode, this week doing a deep dive on the life science space with
@Borlaug_! Jon helps demystify this fascinating industry for generalists and offers sharp insights for specialists alike. Go listen: twiii.podbean.com/e/jon-aka-bo...
@Borlaug_! Jon helps demystify this fascinating industry for generalists and offers sharp insights for specialists alike. Go listen: twiii.podbean.com/e/jon-aka-bo...
Jon aka Borlaug: A Deep Dive on Life Sciences and Bioprocessing | This Week in Intelligent Investing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Jon aka Borlaug for a deep dive on the life science space, covering the bioprocessors, CRO/CDMOs, and the diagnostics companies. Jon...
twiii.podbean.com
January 27, 2025 at 9:29 PM
Another incredible episode, this week doing a deep dive on the life science space with
@Borlaug_! Jon helps demystify this fascinating industry for generalists and offers sharp insights for specialists alike. Go listen: twiii.podbean.com/e/jon-aka-bo...
@Borlaug_! Jon helps demystify this fascinating industry for generalists and offers sharp insights for specialists alike. Go listen: twiii.podbean.com/e/jon-aka-bo...
We cover AI extensively on this podcast with
@foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...
@foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...
SPECIAL: Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook | This Week in Intelligent Investing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semicondu...
twiii.podbean.com
January 24, 2025 at 2:13 PM
We cover AI extensively on this podcast with
@foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...
@foolallthetime.bsky.social , but 1 piece of value we focus on that gets less attention nowadays is a deep dive on the severe recession in semis outside of AI twiii.podbean.com/e/special-do...
Incredible new episode w Doug O'Laughlin of @_fabknowledge_ and @SemiAnalysis_!!
On how the semi industry is leading AI forward, an intriguing investment opp in the newest bottleneck for the industry & the deep recession in the non-AI semi world.
twiii.podbean.com/e/special-do...
On how the semi industry is leading AI forward, an intriguing investment opp in the newest bottleneck for the industry & the deep recession in the non-AI semi world.
twiii.podbean.com/e/special-do...
SPECIAL: Doug O'Laughlin on the Semiconductor Industry Dynamics and Outlook | This Week in Intelligent Investing
In this episode, co-hosts Elliot Turner and John Mihaljevic welcome Doug O'Laughlin, President of SemiAnalysis and founder of Fabricated Knowledge. Doug shares his wisdom on the state of the semicondu...
twiii.podbean.com
January 22, 2025 at 7:38 PM
Incredible new episode w Doug O'Laughlin of @_fabknowledge_ and @SemiAnalysis_!!
On how the semi industry is leading AI forward, an intriguing investment opp in the newest bottleneck for the industry & the deep recession in the non-AI semi world.
twiii.podbean.com/e/special-do...
On how the semi industry is leading AI forward, an intriguing investment opp in the newest bottleneck for the industry & the deep recession in the non-AI semi world.
twiii.podbean.com/e/special-do...
How far can this go?
January 7, 2025 at 4:21 PM
How far can this go?
Reposted by Elliot Turner
Fintwit starter pack:
@nosunkcosts.bsky.social
@keubiko.bsky.social
@librariancapital.bsky.social
@sparticuszorro.bsky.social
@fritzell.bsky.social
@lewisenterprises.bsky.social
@ellliotb.bsky.social
@negativegw.bsky.social
@vincentfreeman.bsky.social
@colemanrhawkins.bsky.social
@nosunkcosts.bsky.social
@keubiko.bsky.social
@librariancapital.bsky.social
@sparticuszorro.bsky.social
@fritzell.bsky.social
@lewisenterprises.bsky.social
@ellliotb.bsky.social
@negativegw.bsky.social
@vincentfreeman.bsky.social
@colemanrhawkins.bsky.social
November 21, 2024 at 10:23 AM
Very poetic that MSTR goes into the QQQs on the day SMCI gets kicked out.
December 16, 2024 at 3:21 PM
Very poetic that MSTR goes into the QQQs on the day SMCI gets kicked out.
Great to have Daniel Prather back on to talk about the Google antitrust cases. Daniel and I go back and forth on the pros and cons for Google and other key advertising solutions on the web: x.com/twiii_podcas...
x.com
x.com
December 14, 2024 at 7:08 PM
Great to have Daniel Prather back on to talk about the Google antitrust cases. Daniel and I go back and forth on the pros and cons for Google and other key advertising solutions on the web: x.com/twiii_podcas...
Needed some burning material to get a fire going on this cold Saturday. Look what I dug up!!!
December 14, 2024 at 3:24 PM
Needed some burning material to get a fire going on this cold Saturday. Look what I dug up!!!
It's amazing how few realize the flu vaccine is just the dead virus. There's no voodoo magic. The way it works is rather boring, yet here we are amidst a maelstrom of misinformation...
NBC: “Flu shots fall among kids, hitting their lowest point in years: The U.S. last year hit a grim milestone: the most pediatric flu deaths since before the pandemic.”
Flu shots fall among kids, hitting their lowest point in years
The U.S. last year hit a grim milestone: the most pediatric flu deaths since before the pandemic.
www.nbcnews.com
December 13, 2024 at 12:55 PM
It's amazing how few realize the flu vaccine is just the dead virus. There's no voodoo magic. The way it works is rather boring, yet here we are amidst a maelstrom of misinformation...
It's interesting how my feed over there is filled with "Uber is dead" messages, but I can't even find one expression of that view in search here.
December 13, 2024 at 11:24 AM
It's interesting how my feed over there is filled with "Uber is dead" messages, but I can't even find one expression of that view in search here.
I find this to be a hilarious chart on several dimesions and the analyst subsequently attempted to rationalize it
December 5, 2024 at 5:45 PM
I find this to be a hilarious chart on several dimesions and the analyst subsequently attempted to rationalize it
This definitely feels like a breath of fresh air compared to that other place. Nostalgia to the good ole days, though you know what they say about nostalgia.
December 2, 2024 at 10:44 PM
This definitely feels like a breath of fresh air compared to that other place. Nostalgia to the good ole days, though you know what they say about nostalgia.
"And at the same point in time, I think valuations have reset in a way that even with a large premium, you can get to very attractive returns." Marc Casper telling everyone what to do in lifesci.
November 20, 2024 at 8:36 PM
"And at the same point in time, I think valuations have reset in a way that even with a large premium, you can get to very attractive returns." Marc Casper telling everyone what to do in lifesci.