@RedshirtInsight Avatar @RedshirtInsight Redshirt Insight | AI Investing

Redshirt Insight | AI Investing posts on X about $csuto, $csu, ai, $toiv the most. They currently have [------] followers and [----] posts still getting attention that total [---------] engagements in the last [--] hours.

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Social Influence

Social category influence finance stocks technology brands social networks countries cryptocurrencies automotive brands currencies celebrities fashion brands

Social topic influence $csuto #3, $csu #5, ai, $toiv #6, meta, $rddt, $amzn, $tsla, $brk, $meta

Top accounts mentioned or mentioned by @grok @waymo @openai @cj0pp3l @barryschwartzbw @kairospraxis @notmarkleonard @simeonresearch @nocapcap @zoomyzoomm @elonmusk @amitisinvesting @realroseceline @vanisleinvestor @spacex @jglegacycorp @danielfoch @ernestwongbwm @bigpoppastonk @zeroxpectation

Top assets mentioned Reddit, Inc. (RDDT) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Metadium (META) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Alibaba Group (BABA) Microsoft Corp. (MSFT) Apple, Inc. (AAPL) Recursion Pharmaceuticals, Inc. (RXRX) Berkshire Hathaway Inc Class B (BRK.B) Palantir Technologies Inc. (PLTR) Melania Meme (MELANIA) Berkshire Hathaway Inc. (BRK.A) BCE, Inc. (BCE) Costco Hot Dog (COST) GrokCoin (GROKCOIN) Veeva Systems, Inc. (VEEV) Salesforce Inc (CRM) Uber Technologies, Inc. (UBER) Now Coin (NOW) Snap, Inc. (SNAP) Walmart, Inc. (WMT) Shopify Inc (SHOP) Taiwan Semiconductor (TSM) Advanced Micro Devices (AMD) Canadian Natural Resources Limited (CNQ) Mastercard, Inc. (MA) Adobe, Inc. (ADBE) Airbnb, Inc. (ABNB)

Top Social Posts

Top posts by engagements in the last [--] hours

"What do you think about $MTYFF #investing"
X Link 2022-03-19T00:57Z [----] followers, [--] engagements

"@FocusedCompound Long time listener first time caller. Can Geoff comment on this company $MTYFF"
X Link 2022-03-21T01:56Z [----] followers, [--] engagements

"@CJOppel $MTYFF"
X Link 2022-03-25T20:31Z [----] followers, [--] engagements

"@cdn_investing $MTYFF. FCF Yield is north of 10"
X Link 2022-03-27T22:57Z [----] followers, [--] engagements

"@CompassInvStrat like all of these what's the thesis for $QFOR"
X Link 2022-03-31T22:47Z [----] followers, [--] engagements

"@chriswmayer Great write-up again RE: high ownership by the original family curious to know what you think about Canada's MTY Foods $MTYFF Not sure if you're come across this (but I'm sure you have) and whatever thoughts you can share on this would be appreciated"
X Link 2022-04-04T17:16Z [----] followers, [--] engagements

"@FocusedCompound what does Geoff think about $MTYFF 🙏🏼"
X Link 2022-04-05T18:09Z [----] followers, [--] engagements

"@BradoCapital $MTYFF"
X Link 2022-04-08T01:40Z [----] followers, [--] engagements

"Great call from the latest quarter from $MTYFF from @Quartr_App https://qcast.page.link/ibi=cato%2Eqcast&st=MTY%20Food%20Group%20%2D%20Q1%202022&si=https%3A%2F%2Ffirebasestorage%2Egoogleapis%2Ecom%2Fv0%2Fb%2Fqcast%2D81705%2Eappspot%2Ecom%2Fo%2FAudio%2520%2D%2520ny%25202021%252FUSA%252FQ12021%252FSP500%252F11%252Fmtylogo%2Epng%3Falt%3Dmedia%26token%3Ddcf51ec2%2D61dc%2D41a8%2D9bb3%2D96330cde8a9e&isi=1552412128&apn=se%2Equartr%2Eandroid&link=https%3A%2F%2Fwww%2Equartr%2Ese%2Fevents%3FeventID%3DB2vNMmdd6THqntLC192Z"
X Link 2022-04-08T17:14Z [----] followers, [--] engagements

"@FocusedCompound $MTYFF"
X Link 2022-05-24T23:41Z [----] followers, [--] engagements

"World economy at critical juncture in inflation fight BIS warns #inflation"
X Link 2023-06-25T23:45Z [---] followers, [--] engagements

"@andrew_flatt So what is better Trending over what period Or is individual HRV values still useful"
X Link 2023-07-09T01:13Z [---] followers, [--] engagements

"@CJ0pp3l @AITechInvesting Didnt know @OpenAI had that big a portion"
X Link 2023-07-11T12:41Z [---] followers, [--] engagements

"@TihoBrkan @ReneSellmann Why not buy both"
X Link 2023-11-20T00:21Z [---] followers, [---] engagements

"'Every great company is born in a winter': Jack Ma stuns Alibaba employees with memo calling for firm he co-founded to 'correct its course' $BABA #thehousethatjackbuilt"
X Link 2023-11-29T13:12Z [---] followers, [---] engagements

"@willschoebs Ya good call out. But I think they still have a partnership there on the ground to hunt for things. Perhaps changes in foreign ownership sentiments might make that finally possible. But then again there are many other places to hunt that are high income etc"
X Link 2023-12-04T22:08Z [---] followers, [--] engagements

"Many countries have decoupled economic growth from CO2 emissions even if we take offshored production into account Change in per capita CO emissions and GDP United States #oott #gdp #CarbonZero"
X Link 2023-12-08T18:00Z [---] followers, [---] engagements

"I deliberately made it ambiguous ;) But I think confidence of the people to be more risk-taking (i.e. entrepreneurship) confidence in the housing market and how long that takes to flush out and general consumer confidence. Also perhaps external confidence but maybe to a lesser degree"
X Link 2023-12-10T15:37Z [---] followers, [--] engagements

"@AndrewRangeley @JohnHuber72 What does he think of $ETSY now"
X Link 2023-12-13T18:41Z [---] followers, [---] engagements

"@lawyer4SMBs ones more direct. also riskier"
X Link 2024-01-15T04:34Z [---] followers, [--] engagements

"@maxwellhouse99 Connecting the dots on the constellations is making me dizzy"
X Link 2024-01-15T19:10Z [---] followers, [--] engagements

"#CPI #Canada #inflation #TORE #oott The Consumer Price Index (#CPI) rose 3.4% on a year-over-year basis in December [----] following a 3.1% increase in November. Consult our latest article for more info: https://t.co/0DxFwunpIv. https://t.co/AacnFpm7xp The Consumer Price Index (#CPI) rose 3.4% on a year-over-year basis in December [----] following a 3.1% increase in November. Consult our latest article for more info: https://t.co/0DxFwunpIv. https://t.co/AacnFpm7xp"
X Link 2024-01-16T15:40Z [---] followers, [---] engagements

"@arkabagchi24 Source"
X Link 2024-01-17T02:15Z [---] followers, [--] engagements

"@JeffWeniger Terminal"
X Link 2024-01-20T17:56Z [---] followers, [--] engagements

"@TrueDetective @nvidia"
X Link 2024-01-28T00:08Z [---] followers, [---] engagements

"@alexisohanian @OpenAI @sama 💯"
X Link 2024-01-31T22:48Z [---] followers, [---] engagements

"@SteveSaretsky Whats the cash flow looking like"
X Link 2024-02-16T02:43Z [---] followers, [---] engagements

"Who is more excited about the Buffett letter than the actual earnings #berkshire #buffett #munger $brka $brkb"
X Link 2024-02-23T19:44Z [---] followers, [---] engagements

"@BarrySchwartzBW $AAPL"
X Link 2024-03-21T22:00Z [---] followers, [--] engagements

"@ttunguz I see. Its plausible that the pie is growing bigger especially with GenAI use cases not just switching from on-prem. In which case it is non zero sum. But yes its a race to get lock in - I agree"
X Link 2024-04-29T18:20Z [---] followers, [--] engagements

"@zeroxpectation Lower costs or increase revenue or both. Seems like a good bet to me"
X Link 2024-05-04T16:16Z [---] followers, [--] engagements

"This is the single best take and image of conveying why investing in stocks work and why it can fail too. Amazing framing. Stock returns are so skewed to the 4% of stocks that are responsible for all equity market returns that have occurred in the past [---] years. Statistically it is virtually impossible to outperform an index over time since you would have needed to specifically own the tiny https://t.co/Ckaoz35fOX Stock returns are so skewed to the 4% of stocks that are responsible for all equity market returns that have occurred in the past [---] years. Statistically it is virtually"
X Link 2024-07-28T16:18Z [---] followers, [--] engagements

"@NotMarkLeonard This is an all-weather company"
X Link 2024-08-10T00:33Z [---] followers, [--] engagements

"More $CSU.TO interviews -- this one on M&A. https://www.phocuswire.com/juniper-mcf-on-travel-mergers-acquisitions https://www.phocuswire.com/juniper-mcf-on-travel-mergers-acquisitions"
X Link 2024-08-13T12:57Z [----] followers, [---] engagements

"7-Eleven's Japanese owner wants to be considered as important as chipmakers as Circle K's operator mounts a takeover bid $ATD.to #m&a https://stocks.apple.com/AELDmtwZ1TA6qqpB5S_li7A https://stocks.apple.com/AELDmtwZ1TA6qqpB5S_li7A"
X Link 2024-08-28T13:36Z [---] followers, [--] engagements

"@JoshuaSteinman and get Starbucks' CEO"
X Link 2024-08-29T14:51Z [---] followers, [--] engagements

"@olensrud $CSU.to is just so well managed the hardest thing is to just sit on ones hands"
X Link 2024-08-29T15:18Z [----] followers, [---] engagements

"Might be a good time to look back at Constellations new leg up from being the Berkshire Hathaway of Software to become the High Performance Conglomerate it is since taking on this new direction. https://eugeneting.com/love-letter https://eugeneting.com/love-letter"
X Link 2024-11-21T17:04Z [----] followers, [--] engagements

"Perhaps timely today because it reached yet another ATH $CSU.to"
X Link 2024-11-21T22:10Z [----] followers, [--] engagements

"@ttorres Been there and I concur"
X Link 2024-11-26T14:13Z [---] followers, [--] engagements

"@ttorres Getting people to understand that we no longer live in a deterministic world if we have our current GenAI layers. Also every output may be completely wrong"
X Link 2024-11-26T14:16Z [---] followers, [--] engagements

"is $CSU.to this @NotMarkLeonard"
X Link 2024-11-26T17:46Z [----] followers, [---] engagements

"@BrianTycangco Please keep prices on Black Friday discount"
X Link 2024-11-26T20:49Z [---] followers, [--] engagements

"@NewcomerInvest Now do $csu.to"
X Link 2024-11-28T07:50Z [----] followers, [---] engagements

"With all this tariff talk from US to Canada heres a look at how porous one part of this border really is. TL;DR: this used to work but it doesnt now. #tariffs #canada #US https://youtu.be/mXdu8gkNLTk https://youtu.be/mXdu8gkNLTk"
X Link 2024-11-30T11:06Z [---] followers, [--] engagements

"This is a controversial take: index investing is now becoming a religion. Or has. Either people I know not knowledgeable investing put their money into ETFs that would be garbage underneath. That or people dont realize that price still matters and valuations still matter"
X Link 2024-12-04T08:58Z [---] followers, [--] engagements

"🤔 @elonmusk A new philosophy paper from Nick Bostrom claims that human civilization is likely encompassed by a "cosmic host" - an entity or set of entities composed of superintelligent AIs galaxy-scale civilizations simulators and divine beings https://t.co/fRCe0EOhbq A new philosophy paper from Nick Bostrom claims that human civilization is likely encompassed by a "cosmic host" - an entity or set of entities composed of superintelligent AIs galaxy-scale civilizations simulators and divine beings https://t.co/fRCe0EOhbq"
X Link 2024-12-08T04:10Z [---] followers, [--] engagements

"@zerohedge Arent people sick of this same story"
X Link 2024-12-10T20:13Z [---] followers, [--] engagements

"I don't think my fellow Ontarians fully grok what is increasingly a pending precipice: "Plans are worthless but planning is everything." -Dwight D. Eisenhower Plan accordingly. #tariffs #USMCA #CanadaUS #Ontario #Toronto #Canada https://www.cp24.com/news/canada/2024/11/30/a-huge-huge-hit-ontario-would-be-disproportionately-impacted-by-trumps-proposed-tariffs-expert-says/ https://www.cp24.com/news/canada/2024/11/30/a-huge-huge-hit-ontario-would-be-disproportionately-impacted-by-trumps-proposed-tariffs-expert-says/"
X Link 2024-12-10T21:49Z [---] followers, [--] engagements

"Select CEOs not taking a regular salary: - Zuckerberg $META - Mark Leonard $CSU.to - Ryan Cohen $GME - Elon Musk $TSLA - Evan Spiegel $SNAP #investing #publicmarkets #ownermindset #skininthegame"
X Link 2024-12-11T18:53Z [----] followers, [---] engagements

"@HanifBayat How can this change though without our own form of @DOGE"
X Link 2024-12-11T19:51Z [---] followers, [---] engagements

"@BarrySchwartzBW @elonmusk Is $TSLA in the fund"
X Link 2024-12-11T20:17Z [---] followers, [---] engagements

"$TSLA at ATHs"
X Link 2024-12-11T20:38Z [---] followers, [--] engagements

"$CSU.to https://x.com/dailygodmode/status/1866219111803662775 https://x.com/dailygodmode/status/1866219111803662775"
X Link 2024-12-11T20:40Z [----] followers, [---] engagements

"@TorontoStar Sell partial ownership in the towers like the US telecoms and $RCI.B has done. $BCE $AMT $T $T.to $VZ"
X Link 2024-12-11T22:37Z [----] followers, [---] engagements

"@Robbybrown99 Would $CSU.to just take them out Asking for a friend"
X Link 2024-12-12T13:34Z [----] followers, [---] engagements

"Would $PLTR join the ranks of the #NASDAQ100"
X Link 2024-12-12T14:37Z [---] followers, [---] engagements

"$BCE is it going to 11% dividend yield before year-end"
X Link 2024-12-12T14:43Z [----] followers, [---] engagements

"Most people whom I refer true Financial Planning to are still hesitant because either they are subconsciously afraid of what's in lurking in their finances that they don't want to know. That or they think the Advisors would reprimand them for spending this way or that. It's hard to convey just how much value there is to planning. As they say plans might be useless but planning is quite useful"
X Link 2024-12-12T14:46Z [---] followers, [---] engagements

"$ADBE innovation stack #AI #photoshop #hyperscalers #AIApps"
X Link 2024-12-12T15:32Z [---] followers, [---] engagements

"Past CEOs who took non salaries for their work: 1) John Mackey Whole Foods (now part of $AMZN) 2) Jack Dorsey (before $TWTR became this.) 3) Larry Page & Sergei Brin (past $GOOG CEOs) 4) Larry Ellison (Founder and CEO of $ORCL) #investing #skininthegame #stocks #publiccompanies #CEOs"
X Link 2024-12-12T16:14Z [---] followers, [---] engagements

"3/ In Rochon's annual letter to shareholders there's at least a couple common themes that I look forward to and you can learn from. - Rochon loves artwork and always selects a piece as the cover page of the reports and - he always does a Podium of Errors where he ranks his past failures of commission and omission and ranks them like in the Olympics 🥇🥈🥉"
X Link 2024-12-12T17:04Z [---] followers, [--] engagements

"/4 On his Podium of Errors for example he's talked about missing out on: - $CMG (had the E. Coli crisis and thought it would take too long for them to recover) 🥈 - $NVO (started following the company in [----] but never quite pulled the trigger it's since 100x) 🥇"
X Link 2024-12-12T17:04Z [---] followers, [--] engagements

"5/ It's rare that a fund manager is so forthright in calling out their blunders but that's what the best investors do. They do a post-mortem. They air out their dirty laundry with the hopes of becoming better next time. It's a good tool to use when you're also evaluating your investment performance"
X Link 2024-12-12T17:04Z [---] followers, [--] engagements

"@Wealthsimple This is a gamechanger in the Canadian credit card scene. Now it will be many Canadian's primary card to use domestically and abroad. This is how you be the best in class: listen to your customers. #creditcard cc: @rcarrick @barrychoi"
X Link 2024-12-12T17:31Z [---] followers, [--] engagements

"@HedgeVision 💯"
X Link 2024-12-12T20:07Z [---] followers, [---] engagements

"Turns out he was right about $TSLA Ron Baron once said It is going to go up huge. NOW is the bottom. .and he was right $TSLA is up +157% since he called it. 🚀 https://t.co/0stUSDKYhR Ron Baron once said It is going to go up huge. NOW is the bottom. .and he was right $TSLA is up +157% since he called it. 🚀 https://t.co/0stUSDKYhR"
X Link 2024-12-13T12:39Z [---] followers, [--] engagements

"Li Lu on the new value investing in 2020+ ☝ #investing #charliemunger #lilu #capitalallocation #fundmanagement #investing #returnonequity #revenue #stocks #publicmarkets $GOOG $AMZN $TSLA $CRM $AAPL $BN $BAC"
X Link 2024-12-13T13:31Z [---] followers, [---] engagements

"@ma_choiniere I think youre right. Seems like its transitioning to SaaS not dissimilar to $ADBE. Time will tell"
X Link 2024-12-13T16:46Z [---] followers, [--] engagements

"$NASDAQ #NASDAQ100 is at an ATH today. 🤯 📈 💫"
X Link 2024-12-13T17:51Z [---] followers, [--] engagements

"@VanIsleInvestor Be interesting to see if that's even possible. I thought $TCP already dismantled a lot their prior infra"
X Link 2024-12-13T17:54Z [----] followers, [--] engagements

"As $PLTR cements its place on the #NASDAQ100 (perhaps soon) here are other notable companies in the index that are still Founder-Led. - Intuitive Surgical ($ISRG) - Autodesk ($ADSK) - Intuit ($INTU) - CoStar Group ($CSGP) - Synopsys ($SNPS) - Tesla ($TSLA) - NVIDIA ($NVDA) - The Trade Desk ($TTD) - Veeva Systems ($VEEV) - Monolithic Power Systems ($MPWR) - Meta Platforms ($META) As they Francois Rochon and others would say there is value in picking continuing Founder-led companies. They often can take the bold bets when other managerial-CEOs cannot. They also happen to know the ins-and-outs"
X Link 2024-12-13T18:03Z [----] followers, [---] engagements

"Everyone remotely interested in investments knows Warren Buffett and his baby Berkshire Hathaway ($BRK.A $BRK.B). Many people don't know as much about the person him and the late Charlie Munger selected as their successor. Here's a thread on Greg Abel the Canadian born entrepreneur that will oversee the $1T company after Buffett. A 🧵"
X Link 2024-12-13T18:32Z [---] followers, [---] engagements

"2/ It was here that he crossed paths with a smaller energy company called CalEnergy (later named MidAmerican Energy.) He joined them in [----] and quickly rose the ranks there. Colleagues later recounted that he was able to handle complex deals while being a collaborated leader"
X Link 2024-12-13T18:32Z [---] followers, [--] engagements

"3/ Almost a decade later Berkshire Hathaway's bought a big stake in the company. By then Abel was already the President of the company. And in true Buffett/Berkshire style post-acquisition things didn't change. Abel continued to be the President"
X Link 2024-12-13T18:32Z [---] followers, [--] engagements

"4/ I wasn't until [----] did Abel take on more responsibilities to be the CEO of all of Berkshire Hathaway Energy. And [----] was when he was elevated to the role of Vice Chairman of all Non-Insurance Operations at Berkshire. And by [----] he would be officially named the successor"
X Link 2024-12-13T18:32Z [---] followers, [--] engagements

"$TSLA Institutions are underweight $TSLA they need to build a position without moving the stock up and are having difficulties. Even with all the algos its a crowded trade. Im just glad we built our position over the last few years. 💥🚀 https://t.co/qN1kCGeCF9 Institutions are underweight $TSLA they need to build a position without moving the stock up and are having difficulties. Even with all the algos its a crowded trade. Im just glad we built our position over the last few years. 💥🚀 https://t.co/qN1kCGeCF9"
X Link 2024-12-13T21:46Z [---] followers, [--] engagements

"We live in the future $TSLA Tesla $TSLA just closed the day at $436 its new highest ever closing price https://t.co/dXQkI2iohs Tesla $TSLA just closed the day at $436 its new highest ever closing price https://t.co/dXQkI2iohs"
X Link 2024-12-13T21:48Z [---] followers, [--] engagements

"Screenshooting this for posterity. 📉 This is was fairly predictable. #USDCAD #CADUSD $CAD $USD #FX #fxmarket #InterestRates"
X Link 2024-12-13T22:10Z [----] followers, [--] engagements

"@googlemaps @Waymo"
X Link 2024-12-13T22:10Z [---] followers, [---] engagements

"10 years ago today #Apple and #Samsung settled their long-standing patent dispute over mobile devices and the iPhone. $AAPL $SSNLF #NASDAQ #stockmarket #stocknews #investing #markets #history"
X Link 2024-12-14T13:41Z [----] followers, [--] engagements

"@TihoBrkan Absolutely. There may also be info on share turnover info if it's trending higher or not"
X Link 2024-12-14T13:46Z [---] followers, [---] engagements

"@bkaellner Amazing. [--] amongst this group has Mark Leonard's influence all over it. $CSU.TO $LMN.TO $TOI.TO $CMG.TO"
X Link 2024-12-14T16:09Z [----] followers, [----] engagements

"Tech (primarily software) companies on the #TSX @TMXGroup #markets: - $SHOP - $CSU.TO - $OTEX.TO - $ENGH.TO - $CMG.TO - $DSG.TO - $KXS.TO - $LSPD.TO - $SFTC.TO - $TCS.TO - $NVEI.TO - $DND.TO - $DCBO.TO - $VHI.TO"
X Link 2024-12-14T16:17Z [----] followers, [----] engagements

"@CDInewsletter What point is the cross-over where capital flows into alternatives"
X Link 2024-12-14T16:18Z [---] followers, [---] engagements

"@compoundpapi It'a hard to pick. but I think $CSU.TO has always been the winning horse (while still getting exposure to $LMN.V and $TOI.V)"
X Link 2024-12-15T13:25Z [----] followers, [---] engagements

"@StockSavvyShay why $RXRX"
X Link 2024-12-15T13:25Z [---] followers, [----] engagements

"http://x.com/i/article/1867994826353922048 http://x.com/i/article/1867994826353922048"
X Link 2024-12-15T17:25Z [---] followers, [--] engagements

"@JMihaljevic $CSU.TO"
X Link 2024-12-15T23:19Z [----] followers, [---] engagements

"$GOOG $TSLA more on this saga BREAKING: GOOGLE CEO SAYS $TSLA IS LEADER IN SELF-DRIVING 👀 Can Waymo survive when Tesla robotaxi launches https://t.co/twj807aCdp BREAKING: GOOGLE CEO SAYS $TSLA IS LEADER IN SELF-DRIVING 👀 Can Waymo survive when Tesla robotaxi launches https://t.co/twj807aCdp"
X Link 2024-12-16T02:05Z [---] followers, [---] engagements

"$BCE did it just touch 11% dividend yield 📉"
X Link 2024-12-16T15:35Z [----] followers, [---] engagements

"Mark Leonard is the 🐐 $CSU.TO "Buybacks of undervalued stock feel to me like insiders preying upon their weakest shareholders using superior information." - Mark Leonard CEO Constellation Software $CSU https://t.co/u3rWMQfErR "Buybacks of undervalued stock feel to me like insiders preying upon their weakest shareholders using superior information." - Mark Leonard CEO Constellation Software $CSU https://t.co/u3rWMQfErR"
X Link 2024-12-16T15:50Z [----] followers, [--] engagements

"@AJButton2 Is Gemini correct though"
X Link 2024-12-16T16:33Z [---] followers, [---] engagements

"👆An article I wrote on #zerosumgames and the need to know which game you are playing. In the very least know what the prize if for playing it. It has implications for how we think about the games we choose to play how we might envision the future via @SpaceX and @blueorigin #future #startrekfuture #imagination #proentropy"
X Link 2024-12-16T17:56Z [---] followers, [--] engagements

"@SpaceX @blueorigin Also discusses how certain CEOs and Founders of companies think about anti-rent seeking strategies. #stock #CEO #Investing $SPACEX $BLUEORIGIN $TSLA"
X Link 2024-12-16T17:57Z [---] followers, [--] engagements

"@AJButton2 This is from $BABA's latest deck. Net cash position: $50.2B Market cap: $206B Ya it's not quite half (which was from the original post)"
X Link 2024-12-16T18:40Z [---] followers, [--] engagements

"@TheLongInvest $BABA has a net cash position of this according to their own earnings slides. Net Cash for $50.2B. Market cap is 200B. Seems to me the math is off"
X Link 2024-12-16T18:54Z [---] followers, [----] engagements

"@AssetTraveller The market has spoken and it typically is "right". $BCE"
X Link 2024-12-16T18:56Z [----] followers, [----] engagements

"@SimeonResearch_ @NotMarkLeonard Never a dull day that's for sure. $CSU.TO"
X Link 2024-12-17T15:44Z [----] followers, [--] engagements

"BREAKING NEWS: @Waymo announced starting service in another city. This time in Toyko First international destination outside of the US. #autonomousvehicles $UBER $TSLA $GOOG $AMZN"
X Link 2024-12-17T16:04Z [---] followers, [---] engagements

"@BramVGenechten @Invesquotes Agreed. $CSU.TO is definitely at the top of the "too easy" pile. (perhaps not today but was for a while)"
X Link 2024-12-17T18:20Z [----] followers, [--] engagements

"@SimeonResearch_ @RobinSpeziale @VitalHubCorp I for one can admit I was late in buying $CMG.TO. I saw that one of Mark Leonard's people at $CSU.TO moved into the board. I knew that was a great signal of change. Then I never bought it. As Rochon says that firmly sits on my podium of errors"
X Link 2024-12-17T18:21Z [----] followers, [---] engagements

"Your analysis is well put and sound. What wouldn't surprise me is if (or when) $AMZN also create and sells a proprietary robot of their own. It'll primarily be for use at their warehouses but also support other merchants including car manufacturers $F $GM who might have reservations in purchasing bot-workers for their factories when it's coming from $TSLA"
X Link 2024-12-17T18:30Z [---] followers, [----] engagements

"@investseekers Ironic that $TSLA may need bots to save humans from overvaluing them haha"
X Link 2024-12-17T18:37Z [---] followers, [--] engagements

"Its not a stock market its a market of big growth vs. everything else. Is #MAG7 $TSLA $GOOG $GOOGL $MSFT $AMZN $META $NVDA $NFLX $CRM responsible for all this bifurcation Not really. Is it different this time Very much so. Read more: https://acadian-asset.com/investment-insights/owenomics/growth-is-from-mars-value-is-from-venus https://acadian-asset.com/investment-insights/owenomics/growth-is-from-mars-value-is-from-venus"
X Link 2024-12-17T19:02Z [---] followers, [---] engagements

"@DiscussingFilm oxymoronic"
X Link 2024-12-17T19:29Z [---] followers, [---] engagements

"This is wild. We live in interesting times. #AV #Waymo $TSLA $GOOG #autonomousvehicles We recently began serving riders in Austin and its great to see the safety benefits of the @Waymo Driver already playing out for both our riders and other road users. https://t.co/Nr7Qaw0yym We recently began serving riders in Austin and its great to see the safety benefits of the @Waymo Driver already playing out for both our riders and other road users. https://t.co/Nr7Qaw0yym"
X Link 2024-12-17T23:24Z [---] followers, [---] engagements

"@NotMarkLeonard Too bad the rates are coming down. More competition now from PE folks. But I"m sure $CSU.TO will win as more software companies mature and their existing owners want out"
X Link 2024-12-18T00:25Z [----] followers, [---] engagements

"#AI #TextToVideo #GenAI Tried SORA Or try this from $GOOG Introducing Veo [--] our new state-of-the-art video model (with better understanding of real-world physics & movement up to 4K resolution). You can join the waitlist on VideoFX. Our new and improved Imagen [--] model also achieves SOTA results and is coming today to 100+ countries https://t.co/FtwNKyicEc Introducing Veo [--] our new state-of-the-art video model (with better understanding of real-world physics & movement up to 4K resolution). You can join the waitlist on VideoFX. Our new and improved Imagen [--] model also achieves SOTA results and"
X Link 2024-12-18T02:51Z [---] followers, [--] engagements

"Here's a concept that I've collected that from the very best investors to avoid death avoid decline avoid loss. ☠ 📉 🛑 Charlie Munger used to say: "Invert always invert." 🙂🙃 A thread 🧵 on the concept on how this one investor was early on investments in $TSLA and @SpaceX 👀"
X Link 2024-12-18T15:00Z [---] followers, [---] engagements

"1/ One of @elonmusk first investors in $TSLA and @SpaceX is Antonio Gracias from Valor Equity Partners. Gracias spoke about a concept that his firm uses to assess finding the reality and prospects of a particular company for investment. He calls it: "Pro-Entropy""
X Link 2024-12-18T15:00Z [---] followers, [---] engagements

"2/ First let's define Entropy as it relates to investments. Entropy is the 2nd law of thermodynamics and it simply means that everything left to its own devices will tend toward disorder and chaos. Nature follows these rules and so do businesses"
X Link 2024-12-18T15:00Z [---] followers, [--] engagements

"3/ Gracias and company took this into account when thinking about their investments in $TSLA and @SpaceX. ".everything tends toward entropy anyway and entropy being chaos it felt to us that the world was getting more chaotic.""
X Link 2024-12-18T15:00Z [---] followers, [--] engagements

"4/ But remember. invert.always invert. Gracias continues: ". we wanted to find things that were good that got better when chaos went up." Let that sync in for a moment. His realization is profound which is not fighting entropy but finding investments that actually take advantage of the very nature of reality: i.e. entropy. And in a nutshell this is Pro-Entropy. Things that still or do even better while complexity and chaos seems to happen -- as it always does"
X Link 2024-12-18T15:00Z [---] followers, [--] engagements

"5/ He even calls finding a company to invest in that is truly Pro-Entropic means this: "This is the holy grail of investing; a company that gets better no matter what just by virtue of what it's actually doing." That's what rubric in which he applied when investing in $TSLA and @SpaceX"
X Link 2024-12-18T15:00Z [---] followers, [--] engagements

"6/ But Gracias is not alone in this way of thinking. When I've uncovered is that all of the best investors look more to the downside than to the upside. Risk management is at the top of the pile for all great investors. As Mr. Munger said: "All I want to know is where I'm going to die so I'll never go there.""
X Link 2024-12-18T15:00Z [---] followers, [--] engagements

"7/ And look at how @JeffBezos on his outgoing shareholder letter as CEO talks about entropy and illudes to pro-entropic mindset: "Staving off death is a thing that you have to work at. Left to itself and that is what it is when it dies the body tends to revert to a state of equilibrium with its environment. If you measure some quantity such as the temperature the acidity the water content or the electrical potential in a living body you will typically find that it is markedly different from the corresponding measure in the surroundings. Our bodies for instance are usually hotter than our"
X Link 2024-12-18T15:00Z [----] followers, [--] engagements

"8/ So what companies or rather what industries have tended to be Pro-Entropic in recent times Gracias' investments in $TSLA and @SpaceX are ones he's pointed out fit this bill. He's also mentioned before that he thinks that convenience store company (e.g. $ATD.TO) are pro-entropic as it does well in even in recessionary environments"
X Link 2024-12-18T15:00Z [----] followers, [---] engagements

"9/ Another example that I know many investors follow is the founder/family run company Copart ($CPRT). A big fan of this company but listen to how it talks about their business. Can you see the pro-entropic nature of this business"
X Link 2024-12-18T15:00Z [----] followers, [--] engagements

"10/ Jay Advair CEO of $CPRT in his letter to shareholders in 2020: "Total loss frequency will continue its 40+ year trend of rising virtually every year. As vehicle complexity increases and repair costs rise still more cars will be totalled year after year. We are not just passive beneficiaries of these forces our active cultivation of global buyers and market-leading auction technology generates the returns that cause insurance carriers to total more vehicles. Total loss frequency has grown approximately six-fold in [--] years not just because repairing a vehicle is less economically"
X Link 2024-12-18T15:00Z [----] followers, [--] engagements

"11/ Advair from $CPRT is effectively saying this company will do well as more car accidents (which is just a fact of entropy likely even when level 5+ #autonomousvehicles 🚘 are more prevalent on the roads) that they are effective pro-entropic. What a moat 🏯"
X Link 2024-12-18T15:00Z [----] followers, [--] engagements

"14/ I believe finding pro-entropic investments in life is truly the "holy grain" as Gracias has coined it. It's also much more fun anyway. But finding these can be a needle in a haystack. The key is to finding pro-entropic companies in summary are: - look for things that do better as things get some complex/chaotic - look for how their CEOs talk about their business and if they talk about the downside at all and - of those companies do the CEOs themselves talk about how they might handle or even anticipate these chaotic times and what they expect that business to perform like - ask yourself:"
X Link 2024-12-18T15:00Z [----] followers, [--] engagements

"@RihardJarc Do you see $NVDA being winner-takes-all for some time at least as the dominant leader"
X Link 2024-12-18T15:09Z [---] followers, [---] engagements

"@mark_ledain Not sure about all the others and maybe the market is wrong. But what is not wrong is that with $BCE -- it clearly signals a lack of confidence in leadership especially with the recent about-face"
X Link 2024-12-18T15:10Z [----] followers, [---] engagements

"@HedgeVision Is @Waymo going to deliver food anytime soon But no doubt a competitive threat from $GOOG"
X Link 2024-12-18T15:12Z [---] followers, [---] engagements

"Thanks for reading 👀 If you want to parse through the signal from the noise on X regarding #investment #stocks -- follow along for more threads like this. 🦢 $TSLA $CPRT #autonomousvehicles #proentropy https://x.com/redshirtet/status/1869397389154406496 Here's a concept that I've collected that from the very best investors to avoid death avoid decline avoid loss. ☠ 📉 🛑 Charlie Munger used to say: "Invert always invert." 🙂🙃 A thread 🧵 on the concept on how this one investor was early on investments in $TSLA and https://x.com/redshirtet/status/1869397389154406496 Here's a concept that"
X Link 2024-12-18T16:27Z [----] followers, [--] engagements

"@stats_feed Ya noticed this in a recent Spain trip. #nutrition"
X Link 2024-12-18T16:29Z [---] followers, [---] engagements

"See what $MSFT CEO @satyanadella says about the future of SaaS. This might be the step-change and threat to SaaS providers: Of the ones that I think that will be the last to feel this #disruption could be the Vertical Market Software (VMS) or niche industry software like: $CSU.TO $ENGH $VEEV. This group as a whole likely have the most sticky workflows the greatest bond between provider customers. But it's not entirely immune. When Chiefs like CTOs or CMOs see the value-for-money for AI-agents over rigid SaaS products that's when the shift will happen. #SaaS #Software #industryanalysis"
X Link 2024-12-18T17:39Z [---] followers, [---] engagements

"Illuminating on how to find #economicmoats in the post-SaaS world - Agentic future #AI #GenAI #software #SaaS #investments #Moats Identifying and building out sustainable moats in AI is one of the most important and exciting topics if you're in software right now. Given the fact that there are multiple at-scale frontier AI model providers with effectively infinite budgets training data appears to be Identifying and building out sustainable moats in AI is one of the most important and exciting topics if you're in software right now. Given the fact that there are multiple at-scale frontier AI"
X Link 2024-12-18T18:15Z [---] followers, [--] engagements

"Spot on @levie. The criteria you describe very much fits #TechBio in my opinion. I know it's a been a long dream for many in the industry and like @Waymo and $TSLA FSD took a while to get the right components up and running. I think #TechBio future fits where there can be sustainable moats created to the firm/product/group that can leverage proprietary data that represents real-world AI (of biology) just as Waymo and Tesla's FSD is proving before our very eyes"
X Link 2024-12-18T18:19Z [---] followers, [---] engagements

"Though no laughing matter because a weak CADUSD are real costs to Canadians as so many of our products come from our neighbours. But knowing that US and the USD is where all the capital flows are going isn't something that wasn't predictable. (I know I used a double negative.) It's how we can continue to remain relevant when (and not if) the tariffs imposed on Canadian exports to US begin. How would we effectively compete in this new environment under a mercantilist US focus"
X Link 2024-12-18T18:25Z [---] followers, [---] engagements

"@CDInewsletter Aren't those that best. I mean $CSU.TO -- don't think it has changed from the mid-90 heydays"
X Link 2024-12-18T18:34Z [----] followers, [---] engagements

"Originally I did this for my own personal use. I created a custom @ChatGPTapp app 📱 that to the furthest extend possible all the writings and talks by the late and great Charlie Munger. I asked it a few questions and some answers might surprise you. A 🧵 👇🏼. Link to the customGPT below. #charliemunger #chatgpt #customgpt #AI #chatbot #investing #stocks #business #worldlywisdom"
X Link 2024-12-18T19:24Z [---] followers, [---] engagements

"1/ Q: What would Charlie say about Tesla the stock and business $TSLA"
X Link 2024-12-18T19:24Z [---] followers, [---] engagements

"4/ Q: What might Mr. Munger say about Mr. Buffett selling $AAPL investment in [----] but before the ATHs $BRK.b $BRK.a #Buffett"
X Link 2024-12-18T19:24Z [---] followers, [--] engagements

"Here's the CustomGPT on @OpenAI @ChatGPTapp: Have fun and tell me your thoughts on this #investing #valueinvesting #charliemunger #warrenbuffett $BRK.b $BRK.a $DJCO https://chatgpt.com/g/g-pimJDlbya-munger-s-worldly-wisdom https://chatgpt.com/g/g-pimJDlbya-munger-s-worldly-wisdom"
X Link 2024-12-18T19:24Z [---] followers, [---] engagements

"🧐 #WhatGrokSaid #LLM #GenAI https://x.com/i/grok/share/QsPLkg2wFCC5kwR58371cckSi https://x.com/i/grok/share/QsPLkg2wFCC5kwR58371cckSi"
X Link 2024-12-18T21:09Z [---] followers, [--] engagements

"@StockMKTNewz $RXRX"
X Link 2024-12-18T21:29Z [----] followers, [---] engagements

"Is it just me or is $CSU.to having a down day making anyone less anxious 😬"
X Link 2024-12-18T22:01Z [----] followers, [---] engagements

"Charlie Munger. 🐐 "If youre not willing to react with equanimity to a market price decline of 50% two or three times a century youre not fit to be a common shareholder and you deserve the mediocre result youre going to get." #investment #VIX #worldlywisdom #charliemunger"
X Link 2024-12-18T23:47Z [---] followers, [--] engagements

"@TrentBlair19 $CSU.to aint too bad either. But ya CAD O&G and the lot"
X Link 2024-12-19T00:57Z [----] followers, [---] engagements

"You want to see the future Its coming up fast. #AI #realworldmodeling #GenAI Everything you love about generative models now powered by real physics Announcing the Genesis project after a 24-month large-scale research collaboration involving over [--] research labs a generative physics engine able to generate 4D dynamical worlds powered by a physics https://t.co/4HRaTp5Gbs Everything you love about generative models now powered by real physics Announcing the Genesis project after a 24-month large-scale research collaboration involving over [--] research labs a generative physics engine able to"
X Link 2024-12-19T02:04Z [---] followers, [--] engagements

"@Mr_Derivatives"
X Link 2024-12-19T03:21Z [---] followers, [--] engagements

"@Mr_Derivatives bigly"
X Link 2024-12-19T13:59Z [---] followers, [--] engagements

"Dan Ives' "winners of the AI revolution". 💪🥇 🥇$TSLA 🥈$PLTR 🥉$NVDA $MSFT The last [--] years same tech playbookwhen stocks sell off on Fed geopolitical Beltway drama knee jerk earningswe own the winners of AI Revolution. Bears only come out of hibernation on down daysrinse and repeat pattern since Jan 23.Powell dot plot not slowing down AI 🔥🐂 The last [--] years same tech playbookwhen stocks sell off on Fed geopolitical Beltway drama knee jerk earningswe own the winners of AI Revolution. Bears only come out of hibernation on down daysrinse and repeat pattern since Jan 23.Powell dot plot not"
X Link 2024-12-19T14:40Z [---] followers, [---] engagements

"@brianlilley there was a time earlier this year that 3km took me [--] hours"
X Link 2024-12-19T14:42Z [---] followers, [---] engagements

"@myownadvisor @CDInewsletter @genymoneyca @Tawcan @DividendDaddy1 @labourtoleisure @HennigarRd @garquake both i do $BEPC $BIPC"
X Link 2024-12-19T15:22Z [----] followers, [---] engagements

"@amitisinvesting Will catch the rest of this later but great show/interview AI Revolution in full swing @DivesTech $TSLA $PLTR $NVDA $GOOG $AMZN"
X Link 2024-12-19T16:35Z [---] followers, [---] engagements

"@marketplunger1 There is one way of investing: value. :)"
X Link 2024-12-19T18:34Z [---] followers, [---] engagements

"Mark Leonard might be the capital allocator 🐐 of all time and while I think this business is of the best I do wonder if the market is getting ahead of itself -- even when accounting for historical P/E ratios. $CSU $CSU.TO #TSX #SaaS #verticalmarkets #software @KoyfinCharts #PEratio What do you think"
X Link 2024-12-19T20:17Z [----] followers, [---] engagements

"@VanIsleInvestor Wait people will starting buying up $BCE and bid it up"
X Link 2024-12-19T20:38Z [----] followers, [---] engagements

"2/ Later in [----] Fama & French come out of the remaining two factors to round it to total of [--]. Each of these form the basis by which to explain where risk-returns come from. There's a lot of academic stuff here but try to think of a stock as a Toy in a toy store. You want to figure out why some toys are more popular than others and have a consistent way to figure this out no matter what the toy"
X Link 2024-12-19T21:16Z [----] followers, [----] engagements

"3/ Factor 1: Market Risk This is kind of like figure out the Toy Popularity. Some toys are just more popular because everyone wants the same thing that Christmas. And as a result of that demand price goes higher"
X Link 2024-12-19T21:16Z [----] followers, [---] engagements

"$CSU.to has made me into one. Ive never worked there though I do wish that I could. Mark is a unique being indeed. Senior managers at CSI are often underestimated. They are multimillionaires with countless opportunities yet they choose to stay due to favorable conditions personal growth and meaningful challenges. An amazing business. The text below is from [----]. Imagine what they have now. https://t.co/ksIwkNJO1Z Senior managers at CSI are often underestimated. They are multimillionaires with countless opportunities yet they choose to stay due to favorable conditions personal growth and"
X Link 2024-12-20T03:58Z [----] followers, [---] engagements

"In [----] just as NeXT was being bought #SteveJobs gave a masterclass in leadership and emotional intelligence when a frustrated employee asked him a question during the keynote at Apple's #WWDC. 👀💪🍎 $AAPL #MBA #businessschool #Apple #leadership #EQ #MustWatch #mag7 #TechInnovation #investing #VC https://youtu.be/oeqPrUmVz-osi=-B_JFe5TD2gJqC0q https://youtu.be/oeqPrUmVz-osi=-B_JFe5TD2gJqC0q On this day in 1996: Apple acquired NeXT for $400 million. The deal brought Steve Jobs back to Apple more than a decade after being fired. For more context lets go back to [----]. Jobs had recruited Pepsis"
X Link 2024-12-20T14:56Z [----] followers, [---] engagements

"Tech disruption How about tech name disruption #FAANG -- #MAG7 -- #BAAATMMAN 🦇🤭👩💻 BAATMMAN (Broadcom $AVGO Apple $AAPL Amazon $AMZN AMD $AMD Tesla $TSLA Microsoft $MSFT Meta $META Alphabet $GOOG $GOOGL Nvidia $NVDA) What do you think 🤔"
X Link 2024-12-20T15:50Z [---] followers, [---] engagements

"@DividendDaddy1 not a leaderboard i would write home about especially at the very top. $BCE.to $BCE"
X Link 2024-12-20T15:59Z [----] followers, [---] engagements

"Cool US Canadian and Asian exchanges 20B Market Cap [--] drawdown of shares over [--] years #investmentcannibals #koyfin #investmentscreeners #outsidermanagement #buybacks #stocks #investing 💡 How to find share cannibals in [--] easy steps using the Koyfin Screener: 1) Navigate to My Screens and open a stock screener. 2) Define the universe (regions countries exchanges sectors industry size or style class etc). https://t.co/nCbRjpOXVR https://t.co/Na5KaBqlAl 💡 How to find share cannibals in [--] easy steps using the Koyfin Screener: 1) Navigate to My Screens and open a stock screener. 2) Define the"
X Link 2024-12-20T16:43Z [---] followers, [--] engagements

"Oldie but goodie. #future #AI #programming #AIRevolution $NVDA $MSFT $AAPL $GOOG $GOOGL $META $AMD $AVGO $MU $CRM $VEEV $CSU.to The hottest new programming language is English The hottest new programming language is English"
X Link 2024-12-20T17:20Z [----] followers, [---] engagements

"$CSU.to is a masterclass in #permanentcapital. What #Buffett had done for $BRK.b $BRK.a as well. #stock #investing $CSU.TO has returned 245x in [--] years. Here's how the business model was described in the [----] IPO prospectus: https://t.co/Bzh7bpYHw4 $CSU.TO has returned 245x in [--] years. Here's how the business model was described in the [----] IPO prospectus: https://t.co/Bzh7bpYHw4"
X Link 2024-12-20T17:22Z [----] followers, [---] engagements

"Mr. Buffett likes Vicki H. of $OXY a lot -- really stands by her. I concur. #capitalallocation #oilandgas #oilprice #stock #InvestingTips #Buffett #BerkshireHathaway $BRK.b $BRK.b Buffett starting to buy *BERKSHIRE RAISES STAKE IN OCCIDENTAL BUYS 8.9M SHARES *BERKSHIRE RAISES STAKE IN SIRIUS XM BUYS 4.9M SHARES Buffett starting to buy *BERKSHIRE RAISES STAKE IN OCCIDENTAL BUYS 8.9M SHARES *BERKSHIRE RAISES STAKE IN SIRIUS XM BUYS 4.9M SHARES"
X Link 2024-12-20T18:56Z [----] followers, [---] engagements

"Humans are not going away. The best systems are likely to be hybrids. #humanfactorsengineering principles. However what will change is a layer below this. Maybe even two layers below that. After all we should frame it in the #JTBD JOBS-TO-BE-DONE framework. What is the Outcome we want Before there was various overhead of this and that. Now we can get there with less friction less overhead. And if your entire job as a human to be a cog in the friction the cog that manages the overhead -- then news flash it might very well be the end. But. If your job is a catalyst for truly desired outcomes"
X Link 2024-12-20T20:29Z [---] followers, [--] engagements

""It's only when the tide goes out that you discover who's been swimming naked." #Buffett "The stock market is designed to transfer money from the active to the patient." #Munger $BRK.a $BRK.b #valueinvesting #stockmarketcrash #StocksMarket #investing Market declines will reveal the real long-term investors and those who are not. https://t.co/c76YYN0EEZ Market declines will reveal the real long-term investors and those who are not. https://t.co/c76YYN0EEZ"
X Link 2024-12-20T20:32Z [---] followers, [---] engagements

"@StockMarketNerd $NKE and $LULU should just combine"
X Link 2024-12-20T20:57Z [---] followers, [---] engagements

"@CJ0pp3l You should also do revenues by currency. Thatll be cool to see"
X Link 2024-12-21T03:08Z [---] followers, [---] engagements

"@CJ0pp3l Here's my take. I have asked him once if he's interested in "data companies". He said he passed on them before but I think maybe he's reconsidered it now. Examples: $RELX. Hurdles rates/ROIC profiles are a good match"
X Link 2024-12-21T16:27Z [----] followers, [---] engagements

"@JarrettHolmesFP You're so right. I think you (like me and many of our fellow Canadians) are waking up. While the current situation is a real pain to be part of and see I'm also cautious in what change brings -- good or bad"
X Link 2024-12-21T16:36Z [---] followers, [--] engagements

"@JimChuong And its been like that for a while now. Though he doesnt get a stipend for his security detail mind you through $BRK.b $BRK.a"
X Link 2024-12-21T21:32Z [---] followers, [--] engagements

"@stijnnoorman ML from $CSU.to. And yes true Outsiders are a rare breed"
X Link 2024-12-21T21:35Z [----] followers, [--] engagements

"@almmaasoglu Oh yes"
X Link 2024-12-22T14:20Z [---] followers, [---] engagements

"$TSLA $F Henry Ford's autobiography is a surprisingly accurate parallel to Elon's motivations and business practices. Ford believed that making money was not the primary aim of business but rather providing service to society should be the primary aim. He argued that profit was a https://t.co/iLK3N48LYc Henry Ford's autobiography is a surprisingly accurate parallel to Elon's motivations and business practices. Ford believed that making money was not the primary aim of business but rather providing service to society should be the primary aim. He argued that profit was a https://t.co/iLK3N48LYc"
X Link 2024-12-22T14:28Z [---] followers, [--] engagements

"$CSU.to barriers to entry broken #SaaS just built a fully functional SaaS. front end back end stripe open AI auth + trans emails twilio Took [--] hours w/ @lovable_dev + @supabase The future is going to be wild. just built a fully functional SaaS. front end back end stripe open AI auth + trans emails twilio Took [--] hours w/ @lovable_dev + @supabase The future is going to be wild"
X Link 2024-12-22T14:33Z [----] followers, [---] engagements

"Asked @grok was Charlie Munger would say about [----] if were around. This is the quote that grok chose for Charlie. #charliemunger #stocks #investing #valueinvesting https://x.com/i/grok/share/HRHEKgWfbM4DT24CfuhRhab7B https://x.com/i/grok/share/HRHEKgWfbM4DT24CfuhRhab7B"
X Link 2024-12-22T14:36Z [---] followers, [--] engagements

"5/ Why is this so effective Most investors sabotage themselves by overreacting to market swings. 📉 Fear leads to panic selling. Greed leads to chasing trends. The Coffee Can Portfolio shields you from both. 🛡 #BehavioralFinance"
X Link 2024-12-22T16:57Z [---] followers, [--] engagements

"6/ Lets talk results: If you had put $10k into Amazon in [----] and forgot about it youd have $1.6M by [----]. 🚀 Most investors sell too early. The Coffee Can approach keeps you in the game. #FinancialFreedom"
X Link 2024-12-22T16:57Z [---] followers, [--] engagements

"8/ The Coffee Can Portfolio isnt about tradingits about TRUSTING. Trusting your research the companies you choose and the long-term power of compounding. ✨ #LongTermInvesting"
X Link 2024-12-22T16:57Z [---] followers, [--] engagements

"9/ Here's a podium of errors for one of mine. It was always clear to me that $SHOP $SHOP.to would become what it is today. And as a Canadian it was easier for to participate in the IPO in [----] on the #TSX. And I did"
X Link 2024-12-22T16:57Z [---] followers, [--] engagements

"10/ I didn't get preferential treatment like the institutions but I bought a pretty good at $CAD29. Bought $SHOP and sold it twice each time making some profits. But not the compounding that I would've experienced if I just stuck this in my Coffee Can and let it rip. Today the price is $CAD150. That's 5x not to mention what it was at the peak 📈 Lessons learned. 👨🎓"
X Link 2024-12-22T16:57Z [---] followers, [--] engagements

"@CompoundinGirl Just be a cannibal. Thats what I want for Christmas"
X Link 2024-12-22T17:07Z [---] followers, [---] engagements

"@CompoundinGirl that and does anyone expect a dividend this year $BABA"
X Link 2024-12-22T17:25Z [---] followers, [--] engagements

"Here's the most defining posts of $BABA in [----]. 👇🧵🪡 #lookback #stocks #chinesestocks #techstocks #investing #stockanalysis #yearend #Alibaba #Aliexpress $9988"
X Link 2024-12-22T18:07Z [---] followers, [---] engagements

"https://x.com/TheLongInvest/status/1836740497789882775 $BABA Breakout $100 First Target $140 Second Target https://t.co/qOXnVZ1HUG https://x.com/TheLongInvest/status/1836740497789882775 $BABA Breakout $100 First Target $140 Second Target https://t.co/qOXnVZ1HUG"
X Link 2024-12-22T18:07Z [---] followers, [--] engagements

"Others posts/threads #fintwit community for $BABA in [----] #investing #stockmarket #chinesestocks #finance #valueinvesting #CharlieMunger $DJCO"
X Link 2024-12-22T18:08Z [---] followers, [--] engagements

"$PLTR Oh look another prediction I was right about while getting clowned by @Jason. Oh look another prediction I was right about while getting clowned by @Jason"
X Link 2024-12-22T18:09Z [---] followers, [--] engagements

"@jayvas @compoundpapi Counterintuitively -- no. $CPRT Shareholder Letter (2020)"
X Link 2024-12-22T21:37Z [----] followers, [--] engagements

"@StockSavvyShay @MMMTwealth Of these which is highest conviction"
X Link 2024-12-23T13:40Z [---] followers, [---] engagements

"@MichaelAArouet Long live $LVMH 🤞🏼"
X Link 2024-12-23T13:46Z [---] followers, [---] engagements

"$JWN BREAKING: Nordstrom $JWN is going private in an all-cash transaction valued at $6.25 billion. The Nordstrom family is paying shareholders $24.25 in cash for each share they own. They believe it will be "more successful without the scrutiny and demands of the public market." https://t.co/xguTX5VybJ BREAKING: Nordstrom $JWN is going private in an all-cash transaction valued at $6.25 billion. The Nordstrom family is paying shareholders $24.25 in cash for each share they own. They believe it will be "more successful without the scrutiny and demands of the public market.""
X Link 2024-12-23T13:56Z [----] followers, [--] engagements

"1/ Nick and Zak focused a concept they terms: Scale Economics Shared (SES)a framework thats perfectly suited to todays digital economy. Its the idea that businesses with scale advantages share those benefits with customers creating a virtuous cycle of growth. Think: ✔ Lower prices ✔ Better services ✔ Increased loyalty Heres why its revolutionary for the internet age"
X Link 2024-12-23T16:38Z [----] followers, [--] engagements

"2/ In the traditional economy scaling meant bigger factories or distribution networks. But in the digital economy scale happens faster and at lower costs. 🌐 For companies like $AMZN (Amazon) or $GOOGL (Alphabet) marginal costs of serving more users are near zero. Thats SES on steroids"
X Link 2024-12-23T16:38Z [----] followers, [--] engagements

"5/ But SES doesnt just apply to retail giants. Take $MSFT (Microsoft). By building cloud economies of scale with Azure Microsoft offers better services at lower costs for customers. In turn ✔ Developers build more on Azure ✔ Scale grows ✔ The flywheel spins faster #CloudComputing"
X Link 2024-12-23T16:38Z [---] followers, [--] engagements

"6/ Even niche tech companies can use SES. Example: $ADBE (Adobe). By offering software subscriptions (Creative Cloud) Adobe spreads R&D costs across millions of users while delivering regular updates. Customers win with cheaper better tools. Adobe wins with recurring revenue. 💡"
X Link 2024-12-23T16:38Z [---] followers, [--] engagements

"7/ Heres why SES is more powerful than ever: In the digital economy networks create natural monopolies. Think: $META (Meta) connecting 3B+ users $GOOGL dominating search Once scaled SES helps reinforce these moats through lower costs & better user experiences. #NetworkEffects"
X Link 2024-12-23T16:38Z [---] followers, [--] engagements

"8/ But SES isnt just about big tech. Take $SHOP (Shopify). Shopify scales by enabling SMBs to compete with giants offering enterprise-grade tools at affordable prices. Every small business that succeeds on $SHOP feeds its scale. A rising tide lifts all boats. 🌊 #Ecommerce"
X Link 2024-12-23T16:38Z [---] followers, [--] engagements

"@SimeonResearch_ @Fiaka21 $CSU.to has been my biggest position for the past decade+. Great hold but I do worry if it's good at these valuations"
X Link 2024-12-23T18:06Z [----] followers, [---] engagements

"@finchat_io Probably $ABNB"
X Link 2024-12-23T18:21Z [---] followers, [---] engagements

"@MMMTwealth Absolutely true. The best CEOs are really philosophers at the every end of the day. $PLTR $NVDA"
X Link 2024-12-23T21:17Z [---] followers, [---] engagements

"@MMMTwealth #JensenHuang said once in an interview when asked what he would advise young people to study. He said: - Some math basic really non Calculus even. - But one should know Philosophy [---] which is really logic. #philosophy $NVDA #aifuture #industrialrevolution #AIrevolution"
X Link 2024-12-23T21:19Z [---] followers, [--] engagements

"@Dr_Singularity This is an incredible step. #techbio $RXRX"
X Link 2024-12-23T21:24Z [---] followers, [---] engagements

"The future #GenAI #texttovideo Introducing The Heist. Every shot was done via text-to video with Google Veo [--]. I did all the sound design editing and music. I can't wait to show you what's in store next year at @secret__level 4K version here: https://t.co/oLgxWxYKCC https://t.co/iyCpgnmG70 Introducing The Heist. Every shot was done via text-to video with Google Veo [--]. I did all the sound design editing and music. I can't wait to show you what's in store next year at @secret__level 4K version here: https://t.co/oLgxWxYKCC https://t.co/iyCpgnmG70"
X Link 2024-12-24T04:11Z [---] followers, [--] engagements

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