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@BlueDuckCap Avatar @BlueDuckCap Blue Duck Capital Partners

Blue Duck Capital Partners posts on X about $mob, duck, bags, china the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Followers: XXXXXX #

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Social Influence #

Social category influence cryptocurrencies XXXX% stocks XXXX% finance XXXX% countries XXXX% technology brands XXXX% musicians XXXX%

Social topic influence $mob #2, duck #142, bags #26, china 1.82%, dominance #265, future of #780, $oln #10, $amzn #41, logic 0.91%, $rcat XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @ajassy @jeffbezos @mattwallace13 @friedoystercult @drmakaryfda @kyletushaus @sunrise202086 @asherrothbk @sportsatwork @lng_investor_ @partners_road @vincentaugondor @nyc_rivera @hudsonstcapital @kevin46101663 @snubiedotcom @richard_ersted @tobaccomistro @deepvalue000

Top assets mentioned MobileCoin (MOB) Olin Corp. (OLN) Amazon.com, Inc. (AMZN) Trump Derangement Syndrome (TDS) Walmart, Inc. (WMT) Pfizer, Inc. (PFE) Moderna Inc (MRNA) Anheuser-Busch INBEV SA/NV (BUD) Target Corporation (TGT)

Top Social Posts #

Top posts by engagements in the last XX hours

"Just know folks - if you want to start your own HF - and can work relentlessly hopefully having paid some dues already - and have a knack for picking trends and some common sense and know how to read a cashflow statement and have just a little capital - do it I can give my advice on how. But there will always be douche bags like RiverRoad who want to tear you down and mock you. Thats ok F em Let the performance do the talking"
X Link @BlueDuckCap 2025-10-15T02:31Z 12.9K followers, 98.1K engagements

"The irony in the rare earths ripping bc of the Trump tweet is that the same logic - cannot rely on China - XXX% applies to drones too - especially the cyber security aspect. $MOB $RCAT"
X Link @BlueDuckCap 2025-10-10T16:18Z 12.9K followers, 2647 engagements

"One name we have not mentioned but have been long for a year+ is $TDS. Today they announced they've crossed 1mn fiber passings. Passings are trading for $4300 per BMO. This suggests $TDS has $4.3B in SOTP value from their fiber passings alone - nearly XXX% of the current $4.6B market cap"
X Link @BlueDuckCap 2025-09-03T16:09Z 12.5K followers, 1604 engagements

"Correct. This is why we like Ucore $UURAF who does the processing of heavy rare earths - the exact type that China has banned for export"
X Link @BlueDuckCap 2025-10-10T16:01Z 12.2K followers, 9153 engagements

"We are long Mobilicom $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside pt"
X Link @BlueDuckCap 2025-09-26T12:59Z 12.9K followers, 82.2K engagements

"Warren Buffet buying Oxy Chem for $10B. Left for dead but not forgotten is that $OLN owns the largest Chlor Akali producer in the US (#2 is OxyChem). Top X control XX% of industry. Using Buffett's valuation we get an implied CAVP value to $OLN of $6b. Despite some issues as a cyclical turnaround $OLN is still solidly profitable X% FCF even at trough levels. They have debt (3.5x net debt / trough EBITDA) but no liquidity issues (no debt maturities until 2029 2033 bonds trade at XXX to yield 6.2%). Even at trough earnings they are still paying a X% dividend and still have enough cash flow to"
X Link @BlueDuckCap 2025-10-08T14:33Z 12.9K followers, 30.6K engagements

"In addition river road anonymous partners hedge fund guy should visit the office and see the stacks of papers in cabinets and behind the desk which is not in view. Anonymous HF douches who wont ever share anything of material insight on X are pretty funny. Sorry but my fund has grown from nothing to a lot and douche bags like river road have snickered the whole time - but I bet they will wish they invested"
X Link @BlueDuckCap 2025-10-15T02:16Z 12.9K followers, XXX engagements

"Thanks Andy. But the fact that $AMZN stock has delivered a NEGATIVE real rate of return (inflation adj) since you became CEO can no longer be ignored. There remains a lot of wasted capital allocation at AMZN relative to the accretive option of buying back material stock. It's time to get with the program and buyback shares at these levels -just as the competition has been doing for years now - and crushing AMZN in relative returns by doing so"
X Link @BlueDuckCap 2025-10-13T18:51Z 12.3K followers, XXX engagements

"*WALMART SHARES CLOSE AT RECORD HIGH UP 5%. @JeffBezos @ajassy this is you guys getting smoked by $WMT. FYI. $AMZN"
X Link @BlueDuckCap 2025-10-14T20:10Z 12.9K followers, 8736 engagements

"In addition $OLN owns Winchester #2 largest segment and the largest ammunition maker in the US selling both to individuals as well as governments (military law enforcement). So there's exposure to the "sh*t hitting the fan" trade if more unrest civil disruption continues.(and why wouldn't it - we are at war in cities).This segment will do a depressed $140m EBITDA this year vs $435m in 2021. But there's much more upside here ahead of the election cycles and/if the civil unrest continues. The #2 largest ammo maker in the US was bought last year and implies a $2.5B value for Winchester"
X Link @BlueDuckCap 2025-10-08T14:46Z 12.9K followers, 3577 engagements

"@partners_road X years - no down years - high teens ARR. XXX sharpe. 1/2 the vol of the market. Dont use leverage except on occasion. Basically a dream return stream ( so far). Dont want your $ though big shot anonymous hedge fund PM - at least I put myself out there"
X Link @BlueDuckCap 2025-10-15T02:08Z 12.9K followers, 9245 engagements

"@LNG_Investor_ Great Q. My son likes Welcome to the Jungle by G&R but I influenced that decision some. I think if it were up to him it might be Right Above It by Lil Wayne"
X Link @BlueDuckCap 2025-10-14T19:24Z 12.9K followers, XXX engagements

"Blue Duck Capital HQ CIO seat. AMA"
X Link @BlueDuckCap 2025-10-14T18:11Z 12.9K followers, 61.6K engagements

"Fraud. Straight up. $PFE $MRNA @US_FDA do your job. @NIHDirector_Jay @MartinKulldorff @DrMakaryFDA @HHS_Jim"
X Link @BlueDuckCap 2025-10-03T16:38Z 12.4K followers, 3198 engagements

"FWIW - $BUD and $TGT dropped about XX% in a month or so following their aggressively woke brand missteps. $CBRL headed for the $40s.near term. IMHO"
X Link @BlueDuckCap 2025-08-21T14:06Z 12.9K followers, 5883 engagements

"@AsherRothBK"
X Link @BlueDuckCap 2025-10-14T18:21Z 12.9K followers, XXX engagements

"Big progress at Mobilicom. $MOB"
X Link @BlueDuckCap 2025-10-13T14:14Z 12.9K followers, 7834 engagements