@Beren- Beren-
Beren- posts on Reddit about financial, ai, investment, horizon kinetics the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
Mentions: [--] #
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CreatorRank: [---------] #
Social Influence
Social category influence finance stocks technology brands countries financial services #1720 vc firms travel destinations cryptocurrencies luxury brands automotive brands
Social topic influence financial, ai, investment, horizon kinetics, q2 #86, asml, tariffs, china, stocks, state of
Top assets mentioned HORIZON KINETICS HOLDING (HKHC) ACM Research, Inc. Class A Common Stock (ACMR) Apollo Global Management, Inc. (APO) The Walt Disney Company (DIS) Bitcoin (BTC) Elanco Animal Health Incorporated Common Stock (ELAN) Nu Holdings Ltd. (NU) FS KKR Capital Corp. Common Stock (FSK) PDC Energy, Inc. (PDCE) Robinhood Markets, Inc. (HOOD) Ferguson plc (FERG) Burford Capital Limited (BUR) Madison Square Garden Sports Corp. (MSGS) Morgan Stanley (MS) Shopify Inc (SHOP)
Top Social Posts
Top posts by engagements in the last [--] hours
"Fairfax Financial is Making a Fortune Betting on Europe's Biggest Losers SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-06-17T19:50Z [--] followers, [--] engagements
"Fairfax Financial [----] Annual Letter SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-06T16:01Z [--] followers, [--] engagements
"Q4 [----] Letters and Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-08-29T06:02Z [--] followers, [---] engagements
"Q1 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-10-23T21:01Z [--] followers, [---] engagements
"Q2 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-11-24T11:00Z [--] followers, [---] engagements
"Big bets and broken unicorns: Tiger Globals rise and reckoning SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-22T11:53Z [--] followers, [--] engagements
"Fairfax Financial [----] Annual Letter SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-06T16:01Z [--] followers, [--] engagements
"Q3 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-10-24T01:28Z [--] followers, [----] engagements
"Oaktree Capital Insights - Assessing Relative Value in Credit Amid Corona Virus Uncertainty SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-02-12T21:58Z [--] followers, [--] engagements
"Q1 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-10-31T14:37Z [--] followers, [----] engagements
"Trafigura: the 10-day unravelling of an alleged $500mn fraud SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-07-27T14:36Z [--] followers, [---] engagements
"Short Thesis on US Bancorp SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-12-04T04:03Z [--] followers, [--] engagements
"Long Thesis on Vornado Realty Trust SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-07-14T18:10Z [--] followers, [--] engagements
"TMSC & ASML - An Analysis Post Q3 SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-01-13T01:00Z [--] followers, [--] engagements
"Nvidia AMD and the AI cycle SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-12-04T19:05Z [--] followers, [--] engagements
"Royalty Pharma Offers to Acquire Elan for $6.5 Billion SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-10-24T03:27Z [--] followers, [--] engagements
"Safkhet Capital - Short Report on Adtalem Global Education SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-05T07:39Z [--] followers, [--] engagements
"Pershing Square Capital Annual Presentation SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-10T12:05Z 24.5K followers, [--] engagements
"A Deeper Dive Into SMLP SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-10-23T02:51Z [--] followers, [--] engagements
"Nu Holdings Investment Thesis SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-06-28T00:33Z [--] followers, [--] engagements
"The big stack game of LLM poker SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-08-26T22:04Z [--] followers, [--] engagements
"Kerrisdale Capital - Long Thesis on ACM Research SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-01-30T19:32Z [--] followers, [--] engagements
"Elon Musk-Led Group Makes $97.4 Billion Bid for Control of OpenAI SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-10T21:04Z 24.5K followers, [---] engagements
"What will be the ROI on AI spend SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-11T07:24Z 24.5K followers, [--] engagements
"Pershing Square Annual Investor Presentation [----] SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-14T10:30Z 24.5K followers, [--] engagements
"The Great EBITDA Illusion SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-17T10:35Z 24.5K followers, [--] engagements
"From Russia with Cash: Nebius Group SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-17T10:59Z 24.5K followers, [--] engagements
"The Magnificent Seven MKL SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-19T18:45Z 24.7K followers, [--] engagements
"Michael Mauboussin - Probabilities and Payoffs SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-21T16:30Z 24.5K followers, [--] engagements
"Musings on Millrose Properties SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-03-31T05:54Z [--] followers, [--] engagements
"America Movil Offers $9.6 Billion for Dutch Cellphone Operator KPN SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:44Z [--] followers, [--] engagements
"Apollo Global - How US consumers and firms are responding to tariffs SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-04-28T08:07Z [--] followers, [---] engagements
"Apollo Global - US Housing Outlook SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-05-19T06:27Z [--] followers, [--] engagements
"America Movil to Back KPN German Sale After Bid Sweetened SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:44Z [--] followers, [--] engagements
"Alta Fox Capital - Long Thesis on NCR Atleos SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-08-04T02:16Z [--] followers, [--] engagements
"Where are all the IPOs The great private equity ruse SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-10-17T02:20Z [--] followers, [--] engagements
"Matt Levine - Put the Data Center in the Box SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-10-30T13:01Z [--] followers, [--] engagements
"Surviving the AI Capex Boom SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-06T10:04Z [--] followers, [--] engagements
"Private Equity/Credit: The Bubble and its Implications SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-07T11:37Z [--] followers, [--] engagements
"Warren Buffett Final Shareholder Letter SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-14T20:49Z [--] followers, [---] engagements
"Bubble or Nothing: Data Center Project Finance SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-14T17:03Z [--] followers, [--] engagements
"OXY's Sensibility Makes Little Sense SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-17T12:59Z [--] followers, [--] engagements
"The Age of Copper: Riding the Electrification AI Data Center and Grid Investment Supercycles SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-17T12:31Z [--] followers, [--] engagements
"Benedict Evans - AI Eats the World SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-20T13:17Z [--] followers, [--] engagements
"American Realty Capital to Buy Cole for $6.85 Billion SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:46Z [--] followers, [--] engagements
"Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-01T16:30Z [--] followers, [--] engagements
"Michael Burry Speaks - Against the Rules with Michael Lewis SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-02T18:44Z [--] followers, [--] engagements
"On EAs Next Act and Its Vision for Sports & Sports Fandom SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-04T11:32Z [--] followers, [--] engagements
"AI Direct Hotel Booking: How CRS and PMS Vendors Become the New Gatekeepers SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-09T09:14Z [--] followers, [--] engagements
"Howard Marks Memo - Is It a Bubble SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-10T14:43Z [--] followers, [--] engagements
"Gavin Baker - GPUs TPUs & The Economics of AI Explained SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-10T17:32Z [--] followers, [--] engagements
"Private Credit: Fact vs Fiction SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-14T17:02Z [--] followers, [--] engagements
"Foundations: The Big Short Squeeze SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-16T21:12Z [--] followers, [--] engagements
"RadNet: The AI Story That Doesnt Add Up SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-16T15:41Z [--] followers, [--] engagements
"Ricky Sandler - Investing Through Perception Shifts and Market Cycles SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-22T17:10Z [--] followers, [--] engagements
"Net debt in enterprise value - Seasonality and fair values SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-14T14:16Z [--] followers, [--] engagements
"Data Update [--] for 2026: The Push and Pull of Data SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-15T10:59Z [--] followers, [--] engagements
"Operating Leverage as a Source of Market Inefficiency SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-15T15:52Z [--] followers, [--] engagements
"A Company Caught Between a Hostile Bid and a Side Deal SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-06T16:34Z [--] followers, [--] engagements
"Actavis to Buy Allergan For 66bn SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-07-25T13:12Z [--] followers, [--] engagements
"Vodafone Weighing Takeover of Malones Liberty Global SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-26T16:57Z [--] followers, [--] engagements
"Liberty Global Becoming a Big Fish Risks Attracting the Eye of a Shark SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-26T16:57Z [--] followers, [--] engagements
"France Answers Hostile Bids With the Two-Vote Share SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-06T16:34Z [--] followers, [--] engagements
"Ackman Takes Stake in Nomad Foods an Acquisition Vehicle SecurityAnalysis SecurityAnalysis"
Reddit Link 2015-06-03T16:57Z [--] followers, [--] engagements
"Daniel Loebs Third Point Takes 7% Stake in Baxter International SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:54Z [--] followers, [--] engagements
"Liberty Global in Talks to Acquire Cable & Wireless Communications SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-26T16:57Z [--] followers, [--] engagements
"Q3 Investor Letters and Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-04-09T15:44Z [--] followers, [---] engagements
"Q1 [----] Investor Letters and Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-04-09T15:44Z [--] followers, [---] engagements
"Company Profile: Alleghany Corporation SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-06-17T13:07Z [--] followers, [--] engagements
"Q2 Investor Letters and Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-04-09T15:44Z [--] followers, [---] engagements
"Q3 [----] Letters and Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2016-10-11T15:27Z [--] followers, [---] engagements
"Dealbook Conference [----] Videos SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-07-17T06:25Z [--] followers, [--] engagements
"Anonymous Billionaire in the Spotlight After 1000% Rally SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-10-24T00:22Z [--] followers, [---] engagements
"Tweedy Browne Letter to Akzo Nobel SecurityAnalysis SecurityAnalysis"
Reddit Link 2017-05-18T16:29Z [--] followers, [--] engagements
"Store Capital: Berkshire Deal High Risk Lender SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-06T16:09Z [--] followers, [--] engagements
"NACCO Industries: Hamilton Beach Spinoff SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-09-02T09:41Z [--] followers, [--] engagements
"Q3 [----] Letters and Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-06-02T17:04Z [--] followers, [---] engagements
"Beijing Takes Over Anbang Insurance Group SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-10-18T23:41Z [--] followers, [---] engagements
"China Says Anbangs Founder Defrauded Investors of $10 Billion SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-10-18T23:41Z [--] followers, [--] engagements
"Business Lessons from Mark Leonard (Constellation Software) SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-02-06T14:08Z [--] followers, [--] engagements
"Q1 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"
Reddit Link 2018-04-10T08:29Z [--] followers, [---] engagements
"Elliott Mangement Takes 2.5% stake in Pernod Ricard SecurityAnalysis SecurityAnalysis"
Reddit Link 2018-12-13T17:16Z [--] followers, [--] engagements
"Writeup on FS KKR Capital Corp SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T09:32Z [--] followers, [--] engagements
"Kimmeridge Energy Management - Presentation on PDC Energy SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-03-16T12:04Z [--] followers, [--] engagements
"Writeup on Clearway Energy SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-08-30T06:21Z [--] followers, [--] engagements
"How Sears Lost the American Shopper SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-30T00:58Z [--] followers, [--] engagements
"Inside the Kingdee Bubble SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-07-14T16:38Z [--] followers, [--] engagements
"Talks From [----] Robinhood Investors Conference SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-15T00:05Z [--] followers, [---] engagements
"DE Shaw Group - Perspectives on Emerson Electric SecurityAnalysis SecurityAnalysis"
Reddit Link 2019-10-22T13:51Z [--] followers, [--] engagements
"Accel Entertainment: SPAC Distributed Gaming in IL SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:41Z [--] followers, [--] engagements
"Trian Partners Presentation on Ferguson PLC SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T09:33Z [--] followers, [--] engagements
"Upslope Capital - Short Thesis on Focus Financial SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-07-21T02:03Z [--] followers, [--] engagements
"Short Thesis on Inspire Medical Systems SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-03-07T15:02Z [--] followers, [--] engagements
"Muddy Waters Update on Burford Capital SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-03-26T08:40Z [--] followers, [--] engagements
"Yet Another Guide to Media Stocks: Sports Investing in a Post-Covid World $MSGS $MSGN SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-06-01T07:57Z [--] followers, [--] engagements
"Deutsche Borse Wins Shareholder Approval of NYSE Euronext Deal SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-06-17T12:58Z [--] followers, [--] engagements
"Kerrisdale Capital - Short Thesis on AtriCure SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-27T11:47Z [--] followers, [--] engagements
"JCapital Research - Short Thesis on ACM Research SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:37Z [--] followers, [--] engagements
"Writeup on Autoliv Inc SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:50Z [--] followers, [--] engagements
"Martin Marietta Seeks to Buy Vulcan Materials in $4.7 Billion Hostile Bid SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-12-06T16:34Z [--] followers, [--] engagements
"Steve Forbes Interview With Ron Baron SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-11-15T00:05Z [--] followers, [--] engagements
"Eastman Chemical to Buy Solutia for $3.4 Billion SecurityAnalysis SecurityAnalysis"
Reddit Link 2012-01-27T20:20Z 24.8K followers, [--] engagements
"Icahn Offers at Least $2.6B for CVR Energy SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-06-25T12:06Z [--] followers, [--] engagements
"American Realty Investors: TCI Multi-Family JV Portfolio for Sale SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:46Z [--] followers, [--] engagements
"Global Stock Exchange Listings SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-06-18T00:39Z [--] followers, [--] engagements
"Case Study on the Caesars Entertainment Bankruptcy SecurityAnalysis SecurityAnalysis"
Reddit Link 2022-03-01T08:39Z 24.5K followers, [--] engagements
"Ponce Financial Group (PDLB) - Thrift Conversion SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-07-19T22:46Z [--] followers, [--] engagements
"America Movil Seeks $4.2-billion KPN stake SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:44Z [--] followers, [--] engagements
"Bronte Capital Commentary on Gulfport Energy & Wexford Capital SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T09:44Z [--] followers, [--] engagements
"KPN Rejects America Movils Official Bid SecurityAnalysis SecurityAnalysis"
Reddit Link 2026-01-21T08:44Z [--] followers, [--] engagements
"Presentations From The Morgan Stanley Financials Conference June [----] SecurityAnalysis SecurityAnalysis"
Reddit Link 2025-06-17T12:38Z [--] followers, [--] engagements
"CDS Panel Rules Credit Suisse Takeover Not a Bankruptcy Event"
Reddit Link 2023-05-22T18:49Z 24K followers, [--] engagements
"Net Interest's Marc Rubinstein on $COF and if Silicon Valley Bank has fundamentally changed banking"
Reddit Link 2023-06-13T10:25Z 24K followers, [--] engagements
"Apple Its Control Over the iPhone The Internet And The Metaverse"
Reddit Link 2021-02-04T08:45Z 24K followers, [--] engagements
"Confluent (CFLT) - A Big Data Play SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-01-17T07:20Z [--] followers, [--] engagements
"Writeup on Tyler Technologies SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-01-31T14:12Z [--] followers, [---] engagements
"AI Platforms Markets & Open Source SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-02-17T09:42Z 24.7K followers, [--] engagements
"Horizon Kinetics Inflation Beneficiaries ETF SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-02-21T16:04Z [--] followers, [--] engagements
"Interview with Doug Leon of Sequoia Capital SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-03-06T13:33Z 24.4K followers, [--] engagements
"Charlie Munger: US banks are full of bad commercial property loans SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-05-01T15:32Z 24.3K followers, [---] engagements
"Upcoming Liquidity Crunch SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-11-27T01:00Z [--] followers, [--] engagements
"Civitas Permian Acquisition Has Important Read Through for VTLE SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-06-21T15:06Z [--] followers, [--] engagements
"Investing Like A Forensic Accountant"
Reddit Link 2023-06-21T15:15Z [--] followers, [--] engagements
"The Complete History and Strategy of Porsche"
Reddit Link 2023-07-05T17:29Z 24K followers, [--] engagements
"Horizon Kinetics - What's in Your Index SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-07-11T09:28Z 24.7K followers, [--] engagements
"Special Situations in Private Markets"
Reddit Link 2023-07-14T19:17Z 24K followers, [--] engagements
"TSMC Sees Continued Weakness and EUV's Quandary (ASML)"
Reddit Link 2023-07-21T13:10Z 24K followers, [--] engagements
"Lies of Stock-Based Compensation (SBC)"
Reddit Link 2023-08-09T08:28Z 24K followers, [--] engagements
"The Rise and Fall of ESPNs Leverage"
Reddit Link 2023-09-07T09:19Z 24K followers, [--] engagements
"Prescience Point Capital - Long Thesis on AerSale"
Reddit Link 2023-09-11T13:48Z 24K followers, [--] engagements
"A Business Upended: Streaming disrupts the Entertainment Business"
Reddit Link 2023-09-12T12:42Z [--] followers, [--] engagements
"Priced-in odds for the JetBlue/Spirit merger appear to ignore key levers"
Reddit Link 2023-09-12T12:43Z [--] followers, [--] engagements
"Interview with Bill Ackman"
Reddit Link 2023-09-12T12:58Z 24K followers, [--] engagements
"Howard Marks Memo - Fewer Losers or More Winners"
Reddit Link 2023-09-14T07:39Z 24K followers, [--] engagements
"An Update on the Stock-Bond Correlation"
Reddit Link 2023-09-14T11:26Z 24K followers, [--] engagements
"From $1 Billion to Almost Worthless: FaZe Clan Runs Out of Hype"
Reddit Link 2023-09-14T14:32Z 24K followers, [--] engagements
"Putting the (Insta)cart before the Grocery (horse): A COVID Favorite's Reality Check"
Reddit Link 2023-09-25T13:51Z 24K followers, [--] engagements
"A look at the luxury market through three storied brands: LVMH Herms & Ferrari"
Reddit Link 2023-10-01T16:06Z 24K followers, [--] engagements
"Investing in inflections and Buffett's airline / railroad investments"
Reddit Link 2023-10-15T17:12Z 24K followers, [--] engagements
"Fireside Chat with Boaz Weinstein and Michael Green"
Reddit Link 2023-10-18T09:32Z 24K followers, [--] engagements
"China Chips and Moores Law"
Reddit Link 2023-10-19T10:10Z 24K followers, [--] engagements
"James Montier: Japan - The Land of The Rising Profits"
Reddit Link 2023-10-19T10:17Z 24K followers, [--] engagements
"Sheldon Stone - Liquidity Covenants and Capital Availability"
Reddit Link 2023-10-27T08:16Z 24K followers, [--] engagements
"Aswath Damodaran - Making Sense of the Market Pt.2"
Reddit Link 2023-10-30T10:58Z 24K followers, [--] engagements
"Cadence & Synopsys"
Reddit Link 2023-11-06T08:31Z 24K followers, [--] engagements
"Hotel REITs"
Reddit Link 2023-11-09T15:17Z [--] followers, [--] engagements
"OpenAIs Misalignment and Microsofts Gain"
Reddit Link 2023-11-21T07:11Z 24K followers, [--] engagements
"The "Golden Age" of Private Credit"
Reddit Link 2023-11-29T16:19Z 24K followers, [--] engagements
"Japanese Software Industry: Current Perspectives & Observations"
Reddit Link 2023-12-11T18:15Z 24K followers, [--] engagements
"Nintendo Revisited"
Reddit Link 2023-12-11T19:11Z 24K followers, [--] engagements
"Palliser Capital - Presentation on Samsung"
Reddit Link 2023-12-11T19:22Z 24K followers, [--] engagements
"The Difference Makers: Key Person(s) Valuation SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-12-18T16:39Z 24.2K followers, [--] engagements
"Shopify in an increasingly competitive e-commerce market SecurityAnalysis SecurityAnalysis"
Reddit Link 2023-12-22T11:13Z 24.2K followers, [--] engagements
"JPM Guide to the Markets - Q1 [----] SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-01-03T15:43Z 24.2K followers, [--] engagements
"Benedict Evans - AI & Everything Else SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-01-08T08:31Z 24.2K followers, [--] engagements
"The Tremendous Yet Troubled State of Gaming in [----] SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-01-24T08:32Z 24.2K followers, [--] engagements
"Leading edge semis come roaring back TSMC and ASML outlook SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-01-29T16:55Z 24.2K followers, [--] engagements
"The Walt Disney Company (DIS): Part [--] SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-07T19:55Z 24.2K followers, [--] engagements
"Hilton Grand Vacations: The Timeshare Giant SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-10T11:43Z 24.3K followers, [--] engagements
"Damodaran - How Big Tech Rescued the Market in [----] SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-10T11:52Z 24.3K followers, [--] engagements
"Q4 [----] Hyperscaler Earnings Review SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-14T07:49Z 24K followers, [--] engagements
"Commentary on NVIDIA & the Chinese Market SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-16T07:31Z 24K followers, [--] engagements
"Damodaran - Catastrophic Risk: Investing and Business Implications SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-19T07:46Z 24K followers, [--] engagements
"Reddit IPO Breakdown SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-02-27T09:12Z 24.2K followers, [--] engagements
"When free-cash-flow margins don't tell the full story SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-03-06T08:19Z 24.2K followers, [--] engagements
"Snowflake vs Databricks SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-03-13T08:20Z 24.3K followers, [--] engagements
"Kerrisdale Capital - Long BTC/Short MicroStrategy Inc SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-03-28T14:47Z 24.2K followers, [--] engagements
"The AI datacenter Nvidia's integrated AI factory vs Broadcom's open fabric SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-03-31T18:56Z 24.2K followers, [--] engagements
"Writeup on Just Eat Takeaway SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-04-08T15:18Z 24.4K followers, [--] engagements
"Simulations Plus Accelerating in Computational Biology SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-04-11T10:18Z [--] followers, [--] engagements
"Outlook in Leading Edge Semis: Nvidia ASML TSMC and Cadence SecurityAnalysis SecurityAnalysis"
Reddit Link 2024-04-29T14:30Z 24.2K followers, [--] engagements
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