@JBierne Avatar @JBierne Vacation Capital

Vacation Capital posts on X about $deo, $rivn, $brkb, meta 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 stocks 85.71% finance 22.22% technology brands 18.25% automotive brands 7.14% cryptocurrencies 5.56% exchanges 3.17% social networks 1.59% currencies 0.79%

Social topic influence $deo 11.9%, $rivn 11.11%, $brkb 7.94%, meta 6.35%, $oxy 6.35%, rivian 5.56%, $meta #827, money 4.76%, $dfs 4.76%, $brka 3.97%

Top accounts mentioned or mentioned by @doge @tidefallcapital @fishtowncap @valuewalk @compound248 @firstadopter @briansozzi @jerrycap @rationalwalk @raphisavitz @rjscaringe @rivian @danieltosh @ltg75 @barclays @dadinvest @randolphduke7 @the_pro_invest

Top assets mentioned Diageo plc (DEO) Rivian Automotive, Inc. (RIVN) Berkshire Hathaway Inc Class B (BRK.B) Oxygen (OXY) Metadium (META) Discover Financial Services (DFS) Berkshire Hathaway Inc. (BRK.A) Charles Schwab Corporation (SCHW) Adobe, Inc. (ADBE) Mario Coin (COIN) Constellation Brands, Inc. Class A (STZ) Amerco (UHAL) monday.com Ltd. (MNDY) Capital One Financial Corp. (COF) Tesla, Inc. (TSLA) Zoom Video Communications Inc (ZM) Coinbase Global Inc. (COIN) Dogecoin (DOGE) Occidental Petroleum Corporation (OXY) Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA) Brown-Forman Corporation Class B (BF.B) Camping World Holdings, Inc. (CWH) Twitter Inc (TWTR) The Official [--] Coin (67) Meta Platforms, Inc. (META) Coca-Cola Co (KO) GLP1 (GLP1) eBay Inc (EBAY) 4 (FOUR) Apple, Inc. (AAPL) Spirit Airlines, Inc. (SAVE) Snap, Inc. (SNAP) Oklo Inc. (OKLO)

Top Social Posts

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

"Musk suggested delaying Twitter deal over world war three concerns FYI: world war three would not be a MAE $TWTR https://www.ft.com/content/1b2eb3e0-8c0a-4f83-88c8-1c4528efe98f https://www.ft.com/content/1b2eb3e0-8c0a-4f83-88c8-1c4528efe98f"
X Link 2022-09-06T23:51Z [----] followers, [--] engagements

"With rates going lower may be time to revisit $UHAL at 8-9x EBITDA"
X Link 2025-12-11T18:38Z [----] followers, [----] engagements

"@compound248 Valuation matters $ZM at 10-11 PE"
X Link 2026-02-05T01:38Z [----] followers, [----] engagements

"$MNDY Mgmt credibility"
X Link 2026-02-09T14:04Z [----] followers, [----] engagements

"$META to $1000 Never sell"
X Link 2026-02-09T16:21Z [----] followers, [---] engagements

"No One is safe from Vibe-Coding $BRKA $BRKB"
X Link 2026-02-10T18:17Z [----] followers, [---] engagements

"@firstadopter embrace the stupidity & profit off of it Very LONG $SCHW"
X Link 2026-02-10T19:33Z [----] followers, [---] engagements

"$DEO green shoots πŸ˜„ Oz: "Alcohol is a social lubricant that brings people together. In the best case scenario I don't think you should drink alcohol but it does allow people an excuse to bond and socialize and there's probably nothing healthier than having a good time with friends in a safe way." https://t.co/5wJwMiPzUN Oz: "Alcohol is a social lubricant that brings people together. In the best case scenario I don't think you should drink alcohol but it does allow people an excuse to bond and socialize and there's probably nothing healthier than having a good time with friends in a safe"
X Link 2026-01-07T19:13Z [----] followers, [---] engagements

"Wouldn't bet against Fairbank $COF not done building global payments co & expanding moat"
X Link 2026-01-23T14:53Z [----] followers, [----] engagements

"$ZM trades at [--] times [----] earnings Bought LEAPs"
X Link 2026-02-03T19:10Z [----] followers, [----] engagements

"Wild $ADBE at [--] PE Historical PE ratio & Net Income:"
X Link 2026-01-15T15:16Z [----] followers, 14.7K engagements

""Reality Labs losses peak in 2026" - Zuck $META"
X Link 2026-01-28T21:38Z [----] followers, [---] engagements

"Until the current [--------] downturn $ADBE Adobe had not seen valuations this low ( [--] PE) since its transition to a subscription (SaaS) model in 2013"
X Link 2026-02-03T16:55Z [----] followers, [---] engagements

"Nvidia CEO Jensen Huang Says It's 'Illogical' to Think AI Will Replace Software Tools https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-04-2026/card/nvidia-s-huang-says-it-s-illogical-to-think-ai-will-replace-software-tools-FqQnxoNLLQqwGXkEKM6zgaa_at=eafs&gaa_n=AWEtsqfDtbeIwh5VJMyVvAUVhBmtRGryw5waZQ-L4X5yEk02KRxffWCc5cx7xhxZkX0%3D&gaa_ts=69835cac&gaa_sig=eFzzihTa4uIljUgfCFWYZJ8BRothxhUmsus1XFaXZiG8GM0IoUFVb-MVT3oIb7KCaq72zm9-A-SWNsPUJBPWXg%3D%3D"
X Link 2026-02-04T14:36Z [----] followers, [---] engagements

"Big disconnect in valuation between $META & $GOOGL Meta growing faster better margins and lower PE"
X Link 2026-02-05T16:13Z [----] followers, [----] engagements

"$META revenue growth accelerated in its most recent report Yet it trades at [--] PE"
X Link 2026-02-09T16:00Z [----] followers, [---] engagements

"Bessent calls Brian $COIN a recalcitrant actor πŸ˜… πŸ”₯BESSENT: COINBASE IS BLOCKING THE CRYPTO BILL Bessent says recalcitrant actors are blocking the crypto bill because theyd rather have no legislation than one they dislike. That mirrors Coinbases stance with Brian Armstrong saying he'd rather have "no bill than a bad https://t.co/otbhjtBqgr πŸ”₯BESSENT: COINBASE IS BLOCKING THE CRYPTO BILL Bessent says recalcitrant actors are blocking the crypto bill because theyd rather have no legislation than one they dislike. That mirrors Coinbases stance with Brian Armstrong saying he'd rather have "no"
X Link 2026-02-10T14:52Z [----] followers, [----] engagements

"You are full of shit Dimon said of Brian Armstrong Bank of Americas Brian Moynihan sat for a 30-minute meeting but dismissed Armstrongs position saying If you want to be a bank just be a bank. $COIN"
X Link 2026-02-10T15:16Z [----] followers, [---] engagements

"Very strong interview/ rebuttal to AI fears from CEO of $SCHW on Bloomberg this morning - AI is reducing costs to service accounts - It is an accelerant for our financial advisor network - very bullish on this year & next - would recommend the stock to everyone if I could They are an AI winner & implementing the tech firm-wide for years https://twitter.com/i/web/status/2021576148350640283 https://twitter.com/i/web/status/2021576148350640283"
X Link 2026-02-11T13:24Z [----] followers, [----] engagements

"welcome to the $META party Ackman"
X Link 2026-02-11T15:55Z [----] followers, [---] engagements

"Found a company growing revs 9%+ YOY w/ 36% net income margins & reducing shares outstanding trades at a [--] x [----] EPS"
X Link 2026-02-11T17:42Z [----] followers, [----] engagements

"Good luck disrupting this company with an AI bank/brokerage: SCHWAB REPORTS RECORD 4Q AND FULL YEAR [----] RESULTS 4Q Core Net New Assets Total $163.9 Billion; $SCHW at [--] PE usually trades around [--] PE"
X Link 2026-02-11T19:43Z [----] followers, [---] engagements

"Net income up shares outstanding down Buybacks will ramp up with this incorrect AI narrative hope the stock stays down long enough $SCHW"
X Link 2026-02-11T19:56Z [----] followers, [---] engagements

"@BrianSozzi The "software is dead" narrative has officially reached my mother-in-law"
X Link 2026-02-12T15:13Z [----] followers, [---] engagements

"$BRKB should be ripping higher given these AI panics"
X Link 2026-02-12T17:12Z [----] followers, [---] engagements

"COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME enjoying your economic freedom yet $COIN"
X Link 2026-02-12T18:48Z [----] followers, [---] engagements

"have to admit this bankruptcy is taking longer to play out Govt shouldn't be bailing them out-waste of taxpayer $$$ @DOGE $RIVN"
X Link 2025-01-23T14:53Z [----] followers, [----] engagements

"$DEO Diageo Is Said to Review Drinks Portfolio to Reignite Growth"
X Link 2025-01-24T14:44Z [----] followers, [---] engagements

"@DOGE Rivian announces that they will try to have readily available autonomous features in their vehicles in [----] ( maybe) $RIVN Bid it up"
X Link 2025-01-24T17:30Z [----] followers, [---] engagements

"$BRKB $BRKA New BULL case: shareholders don't even know how to access their brokerage accounts #neversell Warren Buffett and team after Berkshire Hathaway reached $1 trillion market cap https://t.co/5denYRe75j Warren Buffett and team after Berkshire Hathaway reached $1 trillion market cap https://t.co/5denYRe75j"
X Link 2025-01-24T18:12Z [----] followers, [----] engagements

"decent insider purchase by $ALLY CFO today $750k"
X Link 2025-01-28T20:23Z [----] followers, [---] engagements

"@TidefallCapital Time to clean house at $MTCH"
X Link 2025-01-29T15:41Z [----] followers, [---] engagements

"@DOGE Rivian has $6.7 B in cash $5.5B in LT Debt Negative $4B in cash flow TTM Capital raise incoming Not a viable company $RIVN"
X Link 2025-01-30T19:58Z [----] followers, [----] engagements

"Bernard Kim fired πŸ‘ at $MTCH Spencer Rascoff Appointed Match Group Chief Executive Officer https://www.prnewswire.com/news-releases/spencer-rascoff-appointed-match-group-chief-executive-officer-302368108.htmltc=eml_cleartime @TidefallCapital Time to clean house at $MTCH https://www.prnewswire.com/news-releases/spencer-rascoff-appointed-match-group-chief-executive-officer-302368108.htmltc=eml_cleartime @TidefallCapital Time to clean house at $MTCH"
X Link 2025-02-04T22:28Z [----] followers, [----] engagements

"Under BK's leadership: $MTCH declined by 55% while the S&P [---] increased by 46%"
X Link 2025-02-04T23:13Z [----] followers, [---] engagements

"OMG Zuck not done cutting the fat $META Meta Platforms Readies Staff for Layoff Announcement Monday The Information https://www.theinformation.com/briefings/meta-platforms-readies-staff-for-layoff-announcement-monday https://www.theinformation.com/briefings/meta-platforms-readies-staff-for-layoff-announcement-monday"
X Link 2025-02-07T20:37Z [----] followers, [---] engagements

"$DEO COVID lows was around $101 When everyone thought the world was going to end Amazing if we get there"
X Link 2025-02-10T20:38Z [----] followers, [---] engagements

"3.75% dividend yield [--] PE ( e) Only 6% higher than the COVID bottom $DEO"
X Link 2025-02-10T20:44Z [----] followers, [---] engagements

"@DOGE Rivian's new Delivery Van has [---] miles of range $RIVN 🀣"
X Link 2025-02-11T17:05Z [----] followers, [----] engagements

"$SCHW https://www.bloomberg.com/news/articles/2025-02-11/charles-schwab-expands-24-hour-trading-to-all-its-retail-clients https://www.bloomberg.com/news/articles/2025-02-11/charles-schwab-expands-24-hour-trading-to-all-its-retail-clients"
X Link 2025-02-11T21:19Z [----] followers, [---] engagements

""GLP-1 will crush Coca-Cola" $KO πŸš€"
X Link 2025-02-12T14:36Z [----] followers, [---] engagements

"@DOGE the over won Loss of $743M for the quarter $RIVN"
X Link 2025-02-20T21:07Z [----] followers, [----] engagements

""Warren Buffett gets permission to buy up to half of Occidental Petroleum" No way he stops buying at 28% $OXY"
X Link 2025-02-25T19:59Z [----] followers, [----] engagements

"Tom Gaynor of Markel: "only Berkshire Hathaway's shareholder base turns over less frequently than ours." $BRKA $BRKB diamond hand boomers for the win"
X Link 2025-02-27T20:37Z [----] followers, [----] engagements

"When your shareholder base doesn't know how to sell stocks online & looks at their paper brokerage statements annually $BRKA $BRKB"
X Link 2025-02-28T19:26Z [----] followers, [---] engagements

"paying down debt faster than anticipated means buybacks come sooner & at depressed oil/stock price have to imagine that Warren B is advising on capital allocation at $OXY probably worth $65 in a couple years ( 40%+ upside)"
X Link 2025-03-04T16:19Z [----] followers, [---] engagements

"Warren B buying more $OXY today"
X Link 2025-03-04T16:38Z [----] followers, [---] engagements

"@DOGE Rivian delivered two vans to Ben & Jerry's Yes you read that right TWO how much money do you think they lost on those [--] vehicles $RIVN"
X Link 2025-03-04T18:25Z [----] followers, [---] engagements

"been a fantastic run in $EBAY but we are out too many better opportunities"
X Link 2025-03-05T15:33Z [----] followers, [---] engagements

"with about $1.5 Billion in revenue what does $STZ 's wine division go for in an outright sale 2019-sold a portion of its wine portfolio (lower-end brands) to E. & J. Gallo for $1.7 billion representing about $810 million in annual revenuea revenue multiple of roughly 2.1x"
X Link 2025-03-05T15:56Z [----] followers, [---] engagements

"guessing $STZ could get anywhere from $1.8B-$3B for their wine portfolio given there are some growth challenges but Prisoner is the crown jewel any thoughts"
X Link 2025-03-05T16:03Z [----] followers, [---] engagements

"checking in on Berkshire shareholders YTD $BRKA $BRKB"
X Link 2025-03-06T20:03Z [----] followers, [---] engagements

"$DFS too low again back to [--] times earnings (TTM) even if $COF deal doesn't go through"
X Link 2025-03-07T19:23Z [----] followers, [---] engagements

""Rivian extends retail sales losses coming in -9% yoy in February. Despite management pointing to LA fires 🀣 as source of demand weakness the elevated incentive spend points to weak momentum. $RIVN"
X Link 2025-03-12T17:53Z [----] followers, [----] engagements

"$GOOG Alphabet Inc. at [--] PE [--] YR Price to earnings multiple:"
X Link 2025-03-13T18:04Z [----] followers, [----] engagements

"maybe things will improve when they launch the R3 in [----] $RIVN"
X Link 2025-03-13T19:42Z [----] followers, [---] engagements

"problem is the Tesla Model Y will be sub $40k by then & have more advanced autonomous driving $RIVN will also be running out of money by [----] (unless they raise capital) stock go much much lower"
X Link 2025-03-14T13:47Z [----] followers, [---] engagements

"4th largest credit card payments network is on/for sale someone should make an offer for it to compete with Visa & Mastercard"
X Link 2025-03-17T17:56Z [----] followers, [----] engagements

"DOJ doesn't want to disrupt the Visa Mastercard duopoly $DFS"
X Link 2025-03-17T18:22Z [----] followers, [----] engagements

"fake news $DFS"
X Link 2025-03-17T18:44Z [----] followers, [---] engagements

"@FishtownCap $DEO at [----] PE with mean of [----] PE close to a [--] year low"
X Link 2025-03-27T19:16Z [----] followers, [---] engagements

"@FishtownCap Brown Forman at [--] PE ( family controlled) w/ better margins historically but less diversified----heavy bourbon concentration $BF.B $DEO getting the Euro discount at [----] PE We are LONGER $DEO"
X Link 2025-03-27T19:23Z [----] followers, [---] engagements

"$DFS around [--] PE w/ potential for transformative transaction with Capital One Why won't this continue $DFS ROE = 20% + https://t.co/WZfZB2nHgO Why won't this continue $DFS ROE = 20% + https://t.co/WZfZB2nHgO"
X Link 2025-03-28T17:38Z [----] followers, [----] engagements

"@JerryCap what was the buyout price they rejected back in the day"
X Link 2025-03-31T16:27Z [----] followers, [---] engagements

"Diageo hit a low of $100/share in March [----] when people thought the world was going to end fast forward [--] years $DEO stonk at $105/share πŸ‘€πŸ€―"
X Link 2025-03-31T19:47Z [----] followers, [---] engagements

"17 PE on $GOOG πŸ€” May have to buy some"
X Link 2025-04-03T10:19Z [----] followers, [---] engagements

"Capital One's $35 billion deal for Discover clears US DOJ hurdle NYT reports $DFS $COF"
X Link 2025-04-03T18:06Z [----] followers, [---] engagements

"$DEO at 15x [----] EPS"
X Link 2025-04-04T15:26Z [----] followers, [----] engagements

"Warren Buffett on Occidental investment $OXY "we expect to maintain indefinitely. Like Coke and AMEX" 🐐 (πŸ˜‰he's going to buy more)"
X Link 2025-04-04T16:43Z [----] followers, 11.7K engagements

"$UHAL too low $UHAL commentary on Trian buy stock -RE: Valuation Gap vs Self Storage REITs https://t.co/mDxxWBquam $UHAL commentary on Trian buy stock -RE: Valuation Gap vs Self Storage REITs https://t.co/mDxxWBquam"
X Link 2025-04-07T18:06Z [----] followers, [----] engagements

"LONG $FOUR at [--] PE"
X Link 2025-04-07T19:55Z [----] followers, [----] engagements

"@rationalwalk $OXY too low https://x.com/JBierne/status/1908198855432171762 Warren Buffett on Occidental investment $OXY "we expect to maintain indefinitely. Like Coke and AMEX" 🐐 (πŸ˜‰he's going to buy more) https://t.co/4djuNxDhYR https://x.com/JBierne/status/1908198855432171762 Warren Buffett on Occidental investment $OXY "we expect to maintain indefinitely. Like Coke and AMEX" 🐐 (πŸ˜‰he's going to buy more) https://t.co/4djuNxDhYR"
X Link 2025-04-08T17:35Z [----] followers, [---] engagements

"LONG more $DEO $DEO at 15x [----] EPS https://t.co/QxRwqM1R31 $DEO at 15x [----] EPS https://t.co/QxRwqM1R31"
X Link 2025-04-08T19:50Z [----] followers, [---] engagements

"@RaphiSavitz no catalyst except for improving fundamentals sentiment lower interest rates Self storage RE value: $UHAL"
X Link 2025-04-09T18:23Z [----] followers, [---] engagements

"In times like these it is important to remember to SELL all $RIVN rallies bc they are destined for bankruptcy"
X Link 2025-04-09T19:17Z [----] followers, [---] engagements

"$STZ selling the cheap wines portfolio: [----] Wine Divestitures Transaction expected to generate $900M in proceeds in FY26"
X Link 2025-04-09T20:57Z [----] followers, [----] engagements

""Benchmark Brent crude prices averaged $74.98 a barrel during the first quarter up 1.3% from the prior quarter while U.S. natural gas prices jumped 30% helped by higher demand from a cold winter in the country." $OXY https://www.reuters.com/markets/commodities/occidental-petroleum-says-it-realized-higher-prices-oil-q1-2025-04-09/ https://www.reuters.com/markets/commodities/occidental-petroleum-says-it-realized-higher-prices-oil-q1-2025-04-09/"
X Link 2025-04-10T12:20Z [----] followers, [----] engagements

"$OXY Watch for it Warren Buffett on Occidental investment $OXY "we expect to maintain indefinitely. Like Coke and AMEX" 🐐 (πŸ˜‰he's going to buy more) https://t.co/4djuNxDhYR Warren Buffett on Occidental investment $OXY "we expect to maintain indefinitely. Like Coke and AMEX" 🐐 (πŸ˜‰he's going to buy more) https://t.co/4djuNxDhYR"
X Link 2025-04-10T14:31Z [----] followers, [---] engagements

"$STZ going to buy back close to 10% of the company over the next [--] years"
X Link 2025-04-10T19:50Z [----] followers, [---] engagements

"$CWH has a $4B + Enterprise value and lost $78 M last year stock still too high 🚩🚩🚩 still think Camping World $CWH has a decent probability of being πŸ“‰πŸ“‰πŸ“‰ https://t.co/LXYq4shpwI 🚩🚩🚩 still think Camping World $CWH has a decent probability of being πŸ“‰πŸ“‰πŸ“‰ https://t.co/LXYq4shpwI"
X Link 2025-04-11T15:23Z [----] followers, [----] engagements

"wonder what $RIVN will do after Tesla earnings πŸ“‰"
X Link 2025-04-22T19:54Z [----] followers, [---] engagements

"$AAPL Tim Cook needs to be fired falling far behind on AI stock richly valued at [--] PE No position"
X Link 2025-05-02T19:00Z [----] followers, [---] engagements

"Mother in law says: "Berkshire will continue to go down because it won't do well after Warren B ( who will pick the stocks)" $BRKB I am now required to buy some for a near term trade"
X Link 2025-06-05T14:54Z [----] followers, [---] engagements

"$COIN simple bear case & [--] PE"
X Link 2025-06-05T18:19Z [----] followers, [----] engagements

"Diageo stock price is now lower than when people thought the world was going to end in March [----] PE ratio is right around the low of March [----] as well $DEO"
X Link 2025-07-31T18:10Z [----] followers, [----] engagements

"New product is tasty $DEO"
X Link 2025-07-31T19:40Z [----] followers, [---] engagements

"$CWH The Profit Ended With an $11 Million Payout. Its Host Is Back on TV. - Business Insider https://share.google/aHRzi7gXHPqpOdh8S https://share.google/aHRzi7gXHPqpOdh8S"
X Link 2025-08-02T11:40Z [----] followers, [---] engagements

"@DOGE wow Lost $1.45 Billion this quarter $RIVN ☠"
X Link 2025-08-05T20:13Z [----] followers, [---] engagements

"@DOGE the "Over" won company reported a quarterly loss of $1.12 billion how is $RIVN levitating at this insane valuation"
X Link 2025-08-06T14:46Z [----] followers, [---] engagements

"$RIVN is one or two programs away from bankruptcy. .@RJScaringe lost with Rivian $25 billion since inception truly one of the worst startups and worst ideas in U.S. corporate history. IF Rivian ever becomes cash flow positive and it's a big IF it may take decades on an inflation adjusted basis just to breakeven. @Rivian https://t.co/pT8t1XZLmV .@RJScaringe lost with Rivian $25 billion since inception truly one of the worst startups and worst ideas in U.S. corporate history. IF Rivian ever becomes cash flow positive and it's a big IF it may take decades on an inflation adjusted basis just to"
X Link 2025-08-06T18:26Z [----] followers, [---] engagements

"true RJ laughing all the way to the bank as shareholders lose everything & fall for his gimmicks $RIVN Elon/Teslas success enabled RJs fund raising success since he was exploiting the flawed next Tesla thesis and was skimming people who missed out on TSLA by making them believe they had another shot via Rivian. This exact same playbook is currently applied by various founders https://t.co/wUpMWHbV6X Elon/Teslas success enabled RJs fund raising success since he was exploiting the flawed next Tesla thesis and was skimming people who missed out on TSLA by making them believe they had another"
X Link 2025-08-06T19:35Z [----] followers, [---] engagements

"🚩🚩🚩 $RIVN Rivian investors love PR They don't love money Looks like RJ might be on a press run. First Tosh Show now Car Pod soon curious what other podcasts or interviews hell pop up on. His chat with @danieltosh is hilarious great to see an interviewer skip the corporate fluff and just talk. Highly recommend giving it a watch https://t.co/GuOspTCpZ5 Looks like RJ might be on a press run. First Tosh Show now Car Pod soon curious what other podcasts or interviews hell pop up on. His chat with @danieltosh is hilarious great to see an interviewer skip the corporate fluff and just talk. Highly"
X Link 2025-08-13T19:06Z [----] followers, [----] engagements

"The DOJ killed the JetBlue-Spirit merger. Spirit Airlines could now go under. Judge William G. Young 🀑🀑 concluded that "Spirit is a small airline. But there are those who love it. To those dedicated customers of Spirit this one's for you." https://share.google/f4exeUgJErFnJFgGJ https://share.google/f4exeUgJErFnJFgGJ"
X Link 2025-08-16T11:26Z [----] followers, [----] engagements

"Boomer Question: Why can't Snapchat make money - ever $SNAP"
X Link 2025-08-29T15:54Z [----] followers, [----] engagements

"$MNDY πŸ‘€ Thoma Bravo"
X Link 2025-09-02T16:21Z [----] followers, [---] engagements

"bought some $MNDY calls just in case they swoop in"
X Link 2025-09-05T17:31Z [----] followers, [---] engagements

"30% net income margins seems like a better than average company"
X Link 2025-09-09T19:34Z [----] followers, [---] engagements

"$ADBE current PE ( NTM) is [--] Mean is 32"
X Link 2025-09-10T15:16Z [----] followers, [----] engagements

"$ADBE at [--] x [----] EPS πŸ‘€πŸ€” @ltg75 https://t.co/kJb5WYGBdi @ltg75 https://t.co/kJb5WYGBdi"
X Link 2025-09-24T14:36Z [----] followers, [----] engagements

"$OKLO Momo trade cuts both ways Top"
X Link 2025-09-24T18:51Z [----] followers, [--] engagements

"greenfield for $DEO πŸ™ 38% of adults under [--] abstain from drinking per YF. In [----] only 9% in their 20s did. 38% of adults under [--] abstain from drinking per YF. In [----] only 9% in their 20s did"
X Link 2025-09-24T19:38Z [----] followers, [---] engagements

"4.4% dividend yield too May have to make this a real investment. $DEO"
X Link 2025-09-25T19:30Z [----] followers, [---] engagements

"someone just told me this is not a good indicator for future growth & the stock will be "dead money for years" $ADBE I am now required to buy RPO growing 13% YOY is significant πŸ‘€ (forward looking metric provides visibility into future revenue - think "backlog" but recurring ) $ADBE RPO growing 13% YOY is significant πŸ‘€ (forward looking metric provides visibility into future revenue - think "backlog" but recurring ) $ADBE"
X Link 2025-09-26T19:03Z [----] followers, [---] engagements

"doubled our investment in $DEO today"
X Link 2025-09-30T19:58Z [----] followers, [---] engagements

"Dear Diageo & Brown Forman baggies ( green shoots) $DEO & $BFB Trump administration officials are considering easing tariffs on Scotch whisky after Prime Minister Keir Starmer raised the issue with President Donald Trump at last months state visit https://t.co/GOjRaSh9zu Trump administration officials are considering easing tariffs on Scotch whisky after Prime Minister Keir Starmer raised the issue with President Donald Trump at last months state visit https://t.co/GOjRaSh9zu"
X Link 2025-10-02T13:48Z [----] followers, [---] engagements

"$META "going to get disrupted by OpenAI""
X Link 2025-10-03T18:51Z [----] followers, [---] engagements

"Only one thing can halt this under-performance $BRKA $BRKB"
X Link 2025-10-09T16:31Z [----] followers, [---] engagements

"Entire market convinced today is "peak auto". What happens to $GM stock if it isn't Why would $BRK.B own #cheap"
X Link 2016-08-02T16:49Z [----] followers, [--] engagements

"So $GM trades at [---] times most bearish analyst EPS forecast [----]. [--] times most bullish EPS estimate @valuewalk buy"
X Link 2016-09-07T16:43Z [----] followers, [--] engagements

"Just hit our buy price $GM https://x.com/autosanalyst/status/793418759666970624 https://x.com/autosanalyst/status/793418759666970624"
X Link 2016-11-03T19:27Z [----] followers, [--] engagements

"BREAKING Did Warren Buffett just leak news that he is buying $GM at $33 a share $BRKA $BRK.A @valuewalk https://blogs.rhsmith.umd.edu/davidkass/uncategorized/warren-buffetts-meeting-with-university-of-maryland-mbams-students-november-18-2016/ https://blogs.rhsmith.umd.edu/davidkass/uncategorized/warren-buffetts-meeting-with-university-of-maryland-mbams-students-november-18-2016/"
X Link 2016-11-21T18:03Z [----] followers, [--] engagements

"And all that "smart money" told me it was a "VALUE TRAP" $IBM #druckenmiller"
X Link 2016-12-13T14:56Z [----] followers, [--] engagements

"Just finished reading the @Barclays upgrade/report on $CAT and then checked the valuation"
X Link 2017-02-07T17:55Z [----] followers, [--] engagements

"Kiss of death: "Next Warren Buffett" $SHLD $VRX"
X Link 2017-02-14T17:08Z [----] followers, [--] engagements

"$VIVHY Universal Music Group "The second offer was made by Liberty Media Corp. chairman John Malone" http://timesofindia.indiatimes.com/business/international-business/vivendis-music-business-valued-at-22-bln-by-banks-pitching-for-ipo/articleshow/58367381.cms http://timesofindia.indiatimes.com/business/international-business/vivendis-music-business-valued-at-22-bln-by-banks-pitching-for-ipo/articleshow/58367381.cms"
X Link 2017-04-27T17:01Z [----] followers, [--] engagements

"This guy prays every evening that short-sellers end up on food stamps $ZN 😱 He also thinks $VRX is worth $500"
X Link 2017-08-23T14:20Z [----] followers, [--] engagements

"$GM AV & EV slides out: http://www.gm.com/content/dam/gm/events/docs/5265893-685163-Chartset-11-30-2017 http://www.gm.com/content/dam/gm/events/docs/5265893-685163-Chartset-11-30-2017"
X Link 2017-11-30T16:32Z [----] followers, [--] engagements

"Strong shout-out to Shopify today at the Ebay Investor Conference $EBAY $SHOP "eBay (EBAY) Presents at Nasdaq 37th Investor Conference""
X Link 2017-12-05T19:24Z [----] followers, [--] engagements

"Highly recommend reading the Shopify annual report: "We believe no competitor offers an integrated multi-channel cloud-based commerce platform with comparable functionality to ours" $SHOP"
X Link 2018-04-19T15:17Z [----] followers, [--] engagements

"Leucadia National Corporation Changes Name to Jefferies Financial GroupInc. Business Wire $LUK = $JEF https://www.businesswire.com/news/home/20180523006298/en/Leucadia-National-Corporation-Jefferies-Financial-Group%C2%A0Inc.#.Wwa9xTqlxao.twitter https://www.businesswire.com/news/home/20180523006298/en/Leucadia-National-Corporation-Jefferies-Financial-Group%C2%A0Inc.#.Wwa9xTqlxao.twitter"
X Link 2018-05-24T13:27Z [----] followers, [--] engagements

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