Rick Carew

Investor + Adjunct Professor at Fordham Gabelli School of Business teaching Fundamental Investing. Columbia Business School MBA.

[Rick Carew @rickcarew]

@brettgardner_10 Interesting that Graham misspelled Buffett's surname three times. Did he do his own typing or dictate?

[VALUE Cville @thevaluecville]

Every asset is attractive at some price — and dangerous at another.

@rickcarew breaks down the real power of contrarian thinking: controlling your mood, ignoring the market ‘vibes,’ and staying greedy when others get scared

Season 2 - Ep 1 https://t.co/rftZXJEPBJ via @YouTube

[Jonathan Cheng @JChengWSJ]

China’s A.I. is surging, especially in developing countries, as people look for the best possible system at the lowest possible cost. Using Chinese models was like owning a house while using U.S. models was like renting one, they added.
@paulmozur
https://t.co/sKyT7XSqgZ

[Rick Carew @rickcarew]

@dsmoak98 Great writeup on InBody - it's an attractive company and the right kind of long term compounders for a value oriented portfolio.

[Rick Carew @rickcarew]

@JRogrow @BillBrewsterTBB John Heins is a fantastic teacher and human being.

[Rick Carew @rickcarew]

@BillBrewsterTBB Our Fordham Gabelli undergrad fundamental investing program is highly competitive and placing students in top roles. Alabama, UCLA, and Notre Dame are also doing great work at the undergrad level. The Ivys mostly rely on their clubs to drive undergrad investing programs.

[Bob Robotti @BobRobotti]

Join us in Omaha for a Robotti and Fordham Gabelli School gathering during Berkshire Weekend! The event will feature a panel discussion on the Berkshire Annual Meeting and general market outlook featuring Curtis Jensen, Chris Bloomstran, and myself. I look forward to seeing you there! Register Here: https://t.co/fh5fsXojdS

[Rick Carew @rickcarew]

@rhunterh @nyrfinance Do you like Arena?

[Stock Thoughts @stockthoughts81]

Looking for international research analysts for a $1B+ global tech fund. Distributed team across EM markets. Strong fundamental research skills required. DM me if you know someone who fits.

[Rick Carew @rickcarew]

@AltaFoxCapital Go get em Connor and @AltaFoxCapital! Volatility is the patient investor's friend. 💪

[Rick Carew @rickcarew]

@VariantMkt Could you please send the letter? Thank you!

[Variant @VariantMkt]

Ruane Cunniff’s Acacia Fund, started in the 1980s, has quietly built one of the longest-running and most consistent track records in investing.

Greg Alexander and Acacia have stayed intensely private. Little is written, few interviews exist, and capital has compounded far from the spotlight. Even Warren Buffett once pointed to Alexander as one of the most talented investors he’s encountered.

It’s a powerful reminder: some of the best investors don’t seek attention, they avoid it!

Let’s dive in.

[Rick Carew @rickcarew]

@eriksen_tim Congratulations Tim (@eriksen_tim) on the continued outperformance. Always nice to see the good guys doing well! Wishing you all the best for 2026.

[Dalius - Special Sits @InvestSpecial]

My 2026 Investing Research Stack.

I’ve curated 25 essential tools to upgrade your research workflow this year (Free & Paid).

The full list below👇

1. Fundamental Data & Filings (The Bedrock)

Best-in-class for searching SEC filings and earnings transcripts instantly: @getBamSEC

My go-to for global financial data, transcripts, and valuation metrics: @theTIKR

Plugin to pull historical financials/live data directly into Excel & Google Sheets: @wisesheets

Visualizing 15+ years of historical financials (mostly free): https://t.co/7aNBsFblvz

Calculate true long-term stock returns instantly (dividends reinvested + inflation adjusted): https://t.co/F67u9p6HBL

2. Tracking "Smart Money"

The easiest way to track superinvestor portfolio changes and 13Fs: https://t.co/7nylfp2YFE

Tracks the latest hedge fund letters: @buysidedigest

Screens for C-Suite insider buying (cluster buys, opportunistic trades): https://t.co/kMgAwUOiIG

I maintain a curated list of 70+ high-quality funds to follow (updated every year): https://t.co/KGmsDtZBD7

3. Market Mechanics & Shorts

Check historical/current borrow rates and share availability (IBKR data): https://t.co/olzdsF7F93

Quick check for short interest data on US-listed names: https://t.co/SUUuAI7tWJ

Real-time look at the order book. Shows top bids/asks and volume on Cboe exchanges: https://t.co/G8Lnr8MlIm

4. Idea Generation + Company/Industry Research

https://t.co/Qf6TOjQCJv (Global).
@smartkarma (Asia-Pacific)
@MicroCapClub (International).
@SumZero (Global)
@joinyellowbrick Newsletter aggregator highlighting best ideas from the blogosphere/Twitter.
@DealintCB Must-follow for tracking merger announcements globally.

5. Global Forums Investment Forums.

Fantastic tools to fast-track your research, especially in foreign markets.

https://t.co/47bwpaD7tC (Germany) https://t.co/TE4PLbC8av (Australia)
https://t.co/ZOvRdQiOVY (UK)
https://t.co/wJsuXiytzR (UK)

6. Bonus Sources

Historical RINs and LCFS prices (free). This one is for all $CLMT $DAR investors: https://t.co/F4R3HMonew

The best free source for energy prices, S&D numbers, and crack spread inputs: https://t.co/LmD4uh4Tqs

[Connor Haley @AltaFoxCapital]

Reminder to all undergraduate investment clubs/aspiring stock pickers, the deadline to submit an idea for the Alta Fox Stock Competition is January 31, just two weeks away! Details below:

https://t.co/QGFKlkZhmY

[Rick Carew @rickcarew]

I'm a big fan of the investment style of Connor and @AltaFoxCapital. This is an amazing opportunity for a recent graduate to jump from investment banking to a growing, smart outside firm. ⬇️

[Connor Haley @AltaFoxCapital]

Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking, sell-side equity research, or asset management. More information here: https://t.co/Vjgkt3QrxP

[Connor Haley @AltaFoxCapital]

Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking, sell-side equity research, or asset management. More information here: https://t.co/Vjgkt3QrxP

[Rick Carew @rickcarew]

@BobbyKKraft Big Congrats @BobbyKKraft! You have built something special and I know @iancassel will support it and your continued growth. Kudos on an exciting partnership!

[Rick Carew @rickcarew]

@michael2017l @capuchincapital @iancassel Congratulations Michael! Let's catchup - I'm excited to learn more about Capuchin and your strategy.

[Ramzan Karmali @RamzanK]

Great to talk all things China and AI on Morning Brief: Market Sunrise earlier on @YahooFinance with @rickcarew