Ed Borgato
@edborgato.bsky.social
Investor. Practitioner of the speculative arts. 𝚹-positive. No permanent opinions.
Reason, objectivity, and evidentiary argument are moral imperatives. Behave accordingly.
Member of the Finance Twitter diaspora.
Reason, objectivity, and evidentiary argument are moral imperatives. Behave accordingly.
Member of the Finance Twitter diaspora.
Fintwit archive, 2013.
November 19, 2025 at 6:46 PM
Fintwit archive, 2013.
Fintwit archive, 2019.
November 18, 2025 at 6:34 PM
Fintwit archive, 2019.
Fintwit archive, 2017.
November 17, 2025 at 7:04 PM
Fintwit archive, 2017.
Fintwit archive, 2018.
November 13, 2025 at 6:50 PM
Fintwit archive, 2018.
Fintwit archive, 2015.
November 12, 2025 at 5:05 PM
Fintwit archive, 2015.
Fintwit archive, 2016.
November 11, 2025 at 4:59 PM
Fintwit archive, 2016.
Reposting for no particular reason.
November 10, 2025 at 8:25 PM
Reposting for no particular reason.
Fintwit archive, 2019.
November 10, 2025 at 6:56 PM
Fintwit archive, 2019.
Markel 5-year share count. Credit to management that buys back shares when they should, not just because they can.
November 6, 2025 at 8:50 PM
Markel 5-year share count. Credit to management that buys back shares when they should, not just because they can.
Fintwit archive, 2018.
I've been on a comp committee. Among other variables, the company's capacity to thrive without him (it was a him) was a significant part of measuring his performance. I'd be inclined to resign from a board where a CEO was essentially holding the company hostage for comp.
I've been on a comp committee. Among other variables, the company's capacity to thrive without him (it was a him) was a significant part of measuring his performance. I'd be inclined to resign from a board where a CEO was essentially holding the company hostage for comp.
November 6, 2025 at 7:09 PM
Fintwit archive, 2018.
I've been on a comp committee. Among other variables, the company's capacity to thrive without him (it was a him) was a significant part of measuring his performance. I'd be inclined to resign from a board where a CEO was essentially holding the company hostage for comp.
I've been on a comp committee. Among other variables, the company's capacity to thrive without him (it was a him) was a significant part of measuring his performance. I'd be inclined to resign from a board where a CEO was essentially holding the company hostage for comp.
Fintwit archive, 2015.
November 5, 2025 at 6:45 PM
Fintwit archive, 2015.
"The market" in the last 3 months... cap vs equal weight:
October 29, 2025 at 8:11 PM
"The market" in the last 3 months... cap vs equal weight:
Fintwit archive, 2019.
October 29, 2025 at 6:07 PM
Fintwit archive, 2019.
Fintwit archive, 2018.
Emphasis on "within reason."
Emphasis on "within reason."
October 28, 2025 at 5:59 PM
Fintwit archive, 2018.
Emphasis on "within reason."
Emphasis on "within reason."
Fintwit archive, 2017.
October 27, 2025 at 4:38 PM
Fintwit archive, 2017.
Fintwit archive, 2016.
October 23, 2025 at 5:43 PM
Fintwit archive, 2016.
Fintwit archive, 2015.
October 22, 2025 at 6:25 PM
Fintwit archive, 2015.
Fintwit archive, 2017.
October 21, 2025 at 6:05 PM
Fintwit archive, 2017.
Fintwit archive, 2019.
October 20, 2025 at 6:50 PM
Fintwit archive, 2019.
Fintwit archive, 2018.
October 16, 2025 at 4:09 PM
Fintwit archive, 2018.
Fintwit archive, 2015.
October 15, 2025 at 3:33 PM
Fintwit archive, 2015.
Fintwit archive, 2017.
October 14, 2025 at 3:38 PM
Fintwit archive, 2017.