John Barrett, CFA (@jsdbarrett) profile picture

Husband, Dad, PM at Arrowside Capital. Boston

Needham, MA
Joined August 2009
Photo by John Barrett, CFA (@jsdbarrett)Photo by John Barrett, CFA (@jsdbarrett)Photo by John Barrett, CFA (@jsdbarrett)Photo by John Barrett, CFA (@jsdbarrett)Photo by John Barrett, CFA (@jsdbarrett)Photo by John Barrett, CFA (@jsdbarrett)
John Barrett, CFA retweeted
Nvidia Swears Off an Earnings Crutch, Putting Pressure on Other Tech Companies | My latest at ⁦@WSJ⁩ ⁦@WSJheard⁩ | See how cash costs related to employee stock-based compensation consumed about 24% of Nvidia’s free cash flow last year. $NVDA wsj.com/tech/nvidia-swears-o…
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John Barrett, CFA retweeted
Squawk with Sully is so much better than the regular lineup.
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John Barrett, CFA retweeted
We’re gonna do data centers in space and you’re bearish?
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John Barrett, CFA retweeted
Exclusive: A batch of large law firms are in discussions with the White House to reach deals that would avert restrictions on their business by promising to do roughly $500 million of pro bono work that President Trump supports on.wsj.com/3RIkMV1
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John Barrett, CFA retweeted
Honorary Starters Jack Nicklaus, Gary Player and Tom Watson begin the 2025 Masters Tournament. #themasters
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John Barrett, CFA retweeted
Groks analysis on why $FOUR is down today is on another level. WS analysts level vs ChatGBT middle school kid analysis on this one
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John Barrett, CFA retweeted
Rule of thumb: Don't take financial advice from hedge fund managers awealthofcommonsense.com/202…
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John Barrett, CFA retweeted
There will never be another Rafael Nadal
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John Barrett, CFA retweeted
Mil gracias a todos Many thanks to all Merci beaucoup à tous Grazie mille à tutti 谢谢大家 شكرا لكم جميعا תודה לכולכם Obrigado a todos Vielen Dank euch allen Tack alla Хвала свима Gràcies a tots
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John Barrett, CFA retweeted
JOOOOOOOOO OYAAAMMMAAAAA WALKOFF WINNER IN THE 10TH!!! #EatersGottaEat
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Warren Buffett just published his shareholder letter It's a must-read for every investor I summarized it for you in 14 lessons:
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John Barrett, CFA retweeted
loves this everytime
David Ortiz not knowing Dustin Pedroia’s name after nearly a decade of playing together will always be hilarious 😂
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John Barrett, CFA retweeted
Because of this fossil fuel protest at the #USOpen, these massive lights at Arthur Ashe Stadium will be on thirty minutes longer.
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John Barrett, CFA retweeted
Not done yet. #GoBirds #TimeToFly
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John Barrett, CFA retweeted
At 40x trail 12m sales, 25x fwd sales, Nvidia is highest valuation stock of any stock in top 500 Odds it out-performs now? 231 companies reached similar multiple last 50+years Only 20% beat market next 12m. >90% fail 3/5/10 years. Median stock loses by 36% next 12m. 🧵👇
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John Barrett, CFA retweeted
Today, I turn 38. I've raised millions of dollars, married twice, had a kid, and recovered from devastating injury and depression. Here's 38 lessons I'd tell my 18 year old self:
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John Barrett, CFA retweeted
RIP Tim McCarver… thinking of when he predicted one of baseballs biggest moments.
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John Barrett, CFA retweeted
You can buy $crwd today for roughly the same forward free cash flow yield as $wmt Walmart (3.5% - 4%)
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