@Muzzlebuster Avatar @Muzzlebuster David Perlmutter

David Perlmutter posts on X about $bn, business, money, $bam 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 50% finance 44.34% technology brands 16.98% countries 7.55% cryptocurrencies 6.6% currencies 4.72% financial services 0.94% social networks 0.94% gaming 0.94% products 0.94%

Social topic influence $bn #31, business 16.04%, money 11.32%, $bam #23, in the 10.38%, $meli 9.43%, $amzn #334, investment 6.6%, market cap #955, core 5.66%

Top accounts mentioned or mentioned by @ashton1nvests @realroseceline @hurrtrackerapp @tacticzh @capexandchill @newcomerinvest @pronkdaniel @saraltrader @spike_1567 @wearycenturion @dividendngrowth @kabraxfx @spike1567 @selfmademastery @mindset4moneyx @cdinewsletter @lazaroinvestor @drunkdividends @thewiseic @settlingnomads

Top assets mentioned Brookfield Corporation (BN) Brookfield Asset Management Inc (BAM) MercadoLibre Inc (MELI) Amazon.com, Inc. (AMZN) ZetaChain (ZETA) Alphabet Inc Class A (GOOGL) Bancor (BNT) Spotify Technology (SPOT) General Electric Company (GE) Kaspi.kz Joint Stock Company (KSPI) Medpace Holdings, Inc. Common Stock (MEDP) CoreWeave, Inc (CRWV) Bank of Nova Scotia (BNS) Bloom Energy Corporation (BE) Zeta Global Holdings Corp. (ZETA)

Top Social Posts

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

"A deep dive on $KSPI. 👇🧵 $KSPI https://t.co/EsK5SUU2R6 AO is a monopolistic flywheel-driven e-commerce marketplace and fintech ecosystem in Kazakhstan that just keeps delivering results year after year after year a true compounder. The stock is not without risks but I think the risks are vastly https://t.co/Zo0LMNtBPt $KSPI https://t.co/EsK5SUU2R6 AO is a monopolistic flywheel-driven e-commerce marketplace and fintech ecosystem in Kazakhstan that just keeps delivering results year after year after year a true compounder. The stock is not without risks but I think the risks are vastly"
X Link 2025-08-27T09:22Z [----] followers, [----] engagements

"Thoughts on Medpace $MEDP At the beginning of [----] there were 31.88M total shares outstanding. Medpace went on to repurchase 2.96M shares or 9.28% of total shares outstanding. The company still has $821.7M remaining in its share repurchase program which represents about 6.14% of the present market cap. In the meantime yesterday they reported: Revenue up 32% Y/Y. EBITDA up 20% Y/Y. Net new business awards up 39.1%. Net income margin grew from 19.1% to 21.8%. The stock is selling off because 1) They saw some cancellations in the quarter. Cancellations are always unexpected lumpy and analysts"
X Link 2026-02-10T16:14Z [----] followers, [----] engagements

"@weary_centurion I enjoyed reading your story and I think it's wonderful how much meaning and importance you've discovered in different parts of your life. Thanks for being so open and congratulations on 10k"
X Link 2026-02-14T12:05Z [----] followers, [--] engagements

"@hurrtrackerapp It could adjust all over the place. Been through a lot of these. These projections literally never pan out"
X Link 2022-09-27T10:45Z [----] followers, [--] engagements

"$BN Meet Brookfield's latest investment opportunity. Batteries particularly lithium-ion are becoming a core staple energy infrastructure solution when paired with renewable energy such as solar and wind for storing excess energy. This allows these systems to continuously meet demands of all types and at all hours of the day. These batteries are large and are configured in big battery blocks that have the ability to for example offer backup energy to data centers so they never go offline. In fact $GOOGL Google and $MSFT Microsoft are already making use of these battery blocks for their data"
X Link 2025-09-24T20:19Z [----] followers, [----] engagements

"@DividendNGrowth For me $BN is an absolute monster. The upside is wild for the level of safety. The tailwinds here are nuts and now they own 100% of Oaktree Capital (Howard Marks). https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order gave retail investors access https://t.co/7DOHBymdT6 https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4"
X Link 2025-10-13T18:39Z [----] followers, [---] engagements

"@TacticzH I would be surprised if $BN's stock price didn't appreciate by a 25% CAGR over the next [--] years. (3 for [--] stock split since this post but still valid) https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order gave retail investors access https://t.co/7DOHBymdT6 https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I"
X Link 2025-10-28T10:24Z [----] followers, [----] engagements

"Hidden in the Down Under is a wonderful founder-led company likely offering a real growth opportunity at a big discount. 🧵 (Not financial advice) $TEA.AX Australia 🦘 Market cap A$1.27B or $840M USD Tasmea Limited $TEA.AX is an Australian skilled services group that owns and operates [--] interconnected/subsidiary businesses. Together they specialize in maintenance services for essential industries such as mining and resources oil and gas power and renewables defense water and infrastructure across Australia. Service lines include: Essential shutdown services: Time-critical turnarounds to"
X Link 2025-10-30T09:40Z [----] followers, 35.2K engagements

"1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within the system particularly between Brookfield Asset Management Ltd $BAM Brookfield Wealth Solutions Ltd $BNT and Brookfield Corporation $BN. 🧵👇"
X Link 2026-01-03T13:40Z [----] followers, 28.9K engagements

"$MELI's price action is often seen to be in the opposite direction as the strength of the USD. The reason is simple. Suppose Mercado Libre sells a bauble and takes payment in the Brazilian Real. Later they report that sale to investors. However they report it in USD. When they report it the value of the original sale translates to a higher amount of USD than when the sale was originally made if the Brazilian Real is now worth more USD. This is a foreign exchange tailwind meaning that the original sale is now effectively worth more in USD than when it originally occurred. The reverse situation"
X Link 2026-01-28T15:33Z [----] followers, [----] engagements

"It's hard for me to imagine a situation where I would sell $BN Brookfield Corporation. I literally picture myself as an old man still holding the stock. Understanding its dynamics means understanding why it will just keep growing. https://x.com/i/status/2007447009444184202 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within https://t.co/3UwXZU9L32"
X Link 2026-02-05T15:32Z [----] followers, [----] engagements

"@CapexAndChill These are real operators. They will earn a return on every dollar they invest. I say let them spend"
X Link 2026-02-05T22:00Z [----] followers, [----] engagements

"$AMZN is currently trading at a P/OCF of [-----]. It grew this metric by 20% in [----]. If you believe that OCF is a lead-in to a FCF hose later on then this is very cheap. If you believe Amazon will have to perpetually depress returnable cash flows moving forward or will not realize ROI on their massive capex then it's expensive. I am in the first camp. Look at the backlog. Look at underlying margins. Look at AWS's reacceleration in profits produced. Look at how fast advertising just grew. Think about the robotics division and low orbit satellites. Everything is growing and becoming more"
X Link 2026-02-06T10:23Z [----] followers, [----] engagements

"CEO Andy Jassy has said that most of the upcoming $200B in capex spend would be for AWS. The market is obviously freaking out about it. But what's interesting is that their backlog is bigger than this spend which is obviously meant to enable $AMZN to realize more of the increasing backlog. And once the backlog is realized that revenue would be mostly recurring in nature. So the framing here is that the capex will not be a recurring expense forever (I know it feels like it is at the moment) but the AWS revenue that it unlocks will be mostly recurring for the foreseeable future."
X Link 2026-02-06T16:40Z [----] followers, [----] engagements

"@KabraxFX I've been buying $TEA.AX. The valuation is getting crazy. Founder-led and owned organic and inorganic growth good balance sheet great management operating in multiple secular trends and a long runway for growth in multiple directions. https://x.com/i/status/1983831352811098415 Hidden in the Down Under is a wonderful founder-led company likely offering a real growth opportunity at a big discount. 🧵 (Not financial advice) $TEA.AX Australia 🦘 Market cap A$1.27B or $840M USD Tasmea Limited $TEA.AX is an Australian skilled services group that owns https://t.co/zyFHiVwZYj"
X Link 2026-02-06T17:07Z [----] followers, [---] engagements

"$TEA.AX 🦘 Tasmea LTD grew their EPS by 53% between FY2024 and FY2025. They are guiding for EPS growth of 30% between FY2025 and FY2026 moving to $0.30 AUD per share (not counting synergies or instant accretions from the recent WorkPac acquisition). Thats a forward P/E of [----]. For a 30+% grower. The stock could double on multiple expansion alone and still be cheap. Not financial advice. Hidden in the Down Under is a wonderful founder-led company likely offering a real growth opportunity at a big discount. 🧵 (Not financial advice) $TEA.AX Australia 🦘 Market cap A$1.27B or $840M USD Tasmea"
X Link 2026-02-06T22:10Z [----] followers, [----] engagements

"The lawsuits are the overhang. There is a possible outcome where $ZETA is forced to delete much of the proprietary data maybe even profiles that are the source of its outstanding performance in ads. This would cripple the stock. Market-makers the ones with enough money to decide with buys and sells how the stock is priced build this risk profile into their discount rates. That's the source of the current depressed stock price. When these risks go away the discount rates change and stock re-rates. https://twitter.com/i/web/status/2020167327078023171"
X Link 2026-02-07T16:06Z [----] followers, [---] engagements

"A hard look at $ZETA $ZETA's fundamental performance is incredible. They have the ability to return $6-$7 to customers for every $1 the customer spends. Everything goes from there. More customers come on board existing customers spend more revenue increases margins increase profits increase etc. This is plain to see no matter who you are. It's all obvious. The question from investors seems to be given all of this how can the stock price be what it is Why wouldn't it work from here Most of the FinX $ZETA followers operate as if it's a foregone conclusion. Great and expanding fundamentals = the"
X Link 2026-02-09T17:13Z [----] followers, [----] engagements

"$SPOT is up 13% in the pre-market after reporting their Q4 [----] earnings. The reason is a series of data points that combine to paint a picture of management executing at a very high level in a business with a moat so big that the second place player has less than half of Spotify's market share after [--] decades of operation. ✅ Acceleration: Total Revenue grew 13% Y/Y on a constant currency basis ✅ User Growth: Monthly active users grew 11% Y/Y ✅Premium Subscribers grew 10% Y/Y to [---] million ✅ Increasing Efficiency: Gross margin up [--] bps Y/Y to 33.1% ✅ Increasing Efficiency: Operating margin"
X Link 2026-02-10T14:27Z [----] followers, [----] engagements

"Revenue actually accelerated. Monthly active users and premium subscribers grew quite fast and margins on the robustly growing revenue are moving up and to the right. Couple this with the fact that prices are moving up a dollar going straight to the bottom line and this looks like a very strong report"
X Link 2026-02-10T17:07Z [----] followers, [--] engagements

"@Spike_1567 Constant currency basis. All of the growth metrics that really matter did really well"
X Link 2026-02-10T18:03Z [----] followers, [--] engagements

"@SelfMadeMastery $BAM. No contest"
X Link 2026-02-11T18:29Z [----] followers, [---] engagements

"Daniel Pronk used to cover BN on YouTube so those older videos could be great as an intro. The best thing you can do is read the shareholder letters. It's a very complicated business so it takes a lot of time. CEO Bruce Flatt is always very clear in his messages. I would say spend a lot of time on their investor relations page. https://twitter.com/i/web/status/2021745668432253115 https://twitter.com/i/web/status/2021745668432253115"
X Link 2026-02-12T00:38Z [----] followers, [--] engagements

"I believe that $BN is probably the strongest business I own. Once you start to understand how it works you can understand why it will continue to grow unabated by perhaps anything. I can't see myself selling it. I literally picture myself as an old man still holding the stock. https://x.com/i/status/2007447009444184202 https://x.com/i/status/2007447009444184202"
X Link 2026-02-05T15:28Z [----] followers, [----] engagements

"@Ashton_1nvests I want to own $GE Aerospace but not yet. https://x.com/i/status/2003235615958044765 1/10 $GE Aerospace was officially spun-off in April [----] as the last part of a massive corporate restructuring. The ticker GE gives the investor a pureplay position in the aerospace engines business. Chris Hohn of TCI Fund keeps $GE as a whopping 27.12% of his portfolio. When https://t.co/OiPOa8uAZO https://x.com/i/status/2003235615958044765 1/10 $GE Aerospace was officially spun-off in April [----] as the last part of a massive corporate restructuring. The ticker GE gives the investor a pureplay"
X Link 2026-02-08T03:21Z [----] followers, [----] engagements

"I see so many posts explaining that they are selling huge portions of their core holdings in an effort to mitigate risk feeling that the position is now too big in the portfolio especially for the given environment. It may be useful for folks feeling this way to think about this in a few different ways. 1) If I buy a position with the intention to hold for many years and then the stock price goes down does the red number on my little screen mean that the business model has been negatively impacted by anything Is the market price giving me new information about the business or the validity of"
X Link 2026-02-13T14:31Z [----] followers, [---] engagements

"@NewcomerInvest @Mindset4Money_X @CDInewsletter @LazaroInvestor @PronkDaniel @DrunkDividends @TheWiseIC @SettlingNomads @DivGrojourney @VanIsleInvestor Remember when Silicon Valley Bank imploded and suddenly "every regional bank was in trouble" I bought a lot of EQB on the back of that decline"
X Link 2026-02-08T21:03Z [----] followers, [--] engagements

"1/12 (6 minute read) $ZETA You cant know what you hold if you dont know what its worth. $ZETA Valuation 🧵 TLDR; I think there is an incredible opportunity here. A MoS is proven first and at slide 9/12 probable returns are mapped and the point is made. (not financial advice) The goal here is to take managements guidance which we know is likely to be beaten/raised and build a valuation around it. I will perform an intrinsic valuation of the cash flows and also show a pricing valuation based on those cash flows (two separate types of valuation). No hype here; just math. Since we know that Zeta"
X Link 2025-11-09T12:45Z [----] followers, 10.9K engagements

"$BAM Brookfield Asset Management is firing on all cylinders putting on a clinic in great management. Q4 [----] results come in hot 🔥 🔥 🔥 Quarterly fee-related earnings up 28% y/y. Quarterly distributable earnings up 18% y/y. $BN Brookfield Corporation and other shareholders will benefit from a 15% increase in the dividend. https://twitter.com/i/web/status/2019044457715265700 https://twitter.com/i/web/status/2019044457715265700"
X Link 2026-02-04T13:44Z [----] followers, [----] engagements

"$KSPI AO is a monopolistic flywheel-driven e-commerce marketplace and fintech ecosystem in Kazakhstan that just keeps delivering results year after year after year a true compounder. The stock is not without risks but I think the risks are vastly outweighed by potential upside. I dont hear anyone talking about this one. 👇🧵 http://Kaspi.kz http://Kaspi.kz"
X Link 2025-08-26T12:23Z [----] followers, 11.8K engagements

"The way I think about this has to do with the backlog. $AMZN has a quarter trillion dollars of recurring revenue held within the backlog that is begging to be brought onboard. Again that's recurring revenue. Amazon cannot bring it onboard unless they expand compute capacity which obviously costs a lot. So here's my question for everyone: how much would you spend to bring $250B of RECURRING revenue- which by the way is growing fast every day- onboard It will end up being far more than the $200B in capex that Amazon announced during earnings but that's fine. The growing backlog demand far"
X Link 2026-02-15T03:14Z [----] followers, [---] engagements

"I don't care what Michael Burry is doing"
X Link 2025-11-13T17:45Z [----] followers, [---] engagements

"$BN Brookfield Corporation was extremely busy this quarter Here were the biggest news prints from the last [--] months: 🟢Acquired the remainder of Oaktree 🔵Signed an agreement with the U.S. government to deliver $80 billion worth of new nuclear power plants 🟣Partnered with Figure the impressive humanoid robotics company to support its technological development ⚪Partnered with Bloom Energy to install up to [--] GW of power generation to support AI infrastructure globally. One of these would have been a job well done. But all of them together is simply world-class. The deals keep coming and the"
X Link 2025-11-13T22:34Z [----] followers, [----] engagements

"$BN Brookfield Corporation just grew DE by 18% y/y. The stock sold off likely because Brookfield has been guiding to 25% DE CAGR over the next [--] years. But as usual this looks like yet another opportunity with this stock (not financial advice): Assume 16% (4% per quarter) DE growth next year (they just grew 18% and are guiding for 25%). DE before realizations growing at 4% per quarter: Q4 [----] $0.58 Q1 [----] $0.61 Q2 [----] $0.63 Q3 [----] $0.66 Added = $2.48 DE per share Current share price = $43.78 P/Forward DE = $43.78 / $2.48 = [-----] This is a P/DE_Growth of [--] on one of the best managed"
X Link 2025-11-14T11:31Z [----] followers, [----] engagements

"I made a sizeable purchase of $BN here 👇"
X Link 2025-11-16T12:59Z [----] followers, [----] engagements

"It seems there is a lot of chatter on X about an unwinding Japanese carry trade or liquidations in preparation for one. When this happens the institutional selling is mechanical basically forced. So while the market is dropping much of the smart money must sell into the selling pressure. They have no choice. Go ahead and add this paradigm to the already long list of advantages that retail has over institutional big-money players. This kind of thing is why so many retail investors can handedly and consistently beat the market while institutions largely ride along under it. While the market"
X Link 2025-11-21T14:01Z [----] followers, [---] engagements

"By combining Marigolds enterprise loyalty capabilities with Zetas AI and data-driven platform we believe we can unlock even greater value for our clients increasing ROI from 6x to more than 10x over time. David A. Steinberg Co-Founder Chairman and CEO of Zeta Global. https://twitter.com/i/web/status/1993294856056181190 https://twitter.com/i/web/status/1993294856056181190"
X Link 2025-11-25T12:25Z [----] followers, [---] engagements

"Over the last [--] quarters CoreWeave $CRWV increased their operating income by $33M. They increased their operating expenses by $44M. Gross profit was $996M. Operating expenses of $944M takes them to an operating income of $52M. From there they owe $311M in interest expenses on their debt. Current debt (due within [--] year) is $3.8B with only $1.9B cash in the bank and negative earnings. Long-term debt adds another $10.8B in liability. They could have the best tech on Planet Earth. You could fill volumes on all the things I dont understand about this business. But it doesnt matter. Its just not"
X Link 2026-01-04T14:44Z [----] followers, [----] engagements

"$BN $BAM (not financial advice) In Q3 [----] Brookfield Asset Management reported that they grew their fee-related earnings (FRE) by 17% y/y. FRE is directly proportional to their fee-bearing capital which is capital that institutions have committed for BAM to manage. Currently the total addressable market for this kind of institutional capital is around $22T. On August [--] [----] Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order directed the Department of Labor to review and ease restrictions on including private equity and other"
X Link 2026-01-05T09:48Z [----] followers, 17.2K engagements

"$BN I was wrong. The $40T market is an add-on to the existing $22T market. This means $BAM's potential playground increases by 180% not 83%. This makes the point below even crazier. $BN $BAM (not financial advice) In Q3 [----] Brookfield Asset Management reported that they grew their fee-related earnings (FRE) by 17% y/y. FRE is directly proportional to their fee-bearing capital which is capital that institutions have committed for BAM to manage. https://t.co/LGCxKEUZsd $BN $BAM (not financial advice) In Q3 [----] Brookfield Asset Management reported that they grew their fee-related earnings"
X Link 2026-01-05T12:51Z [----] followers, [----] engagements

"Extremely well-written piece covering the nuclear deal between Brookfield $BN and the US government and much more. The puts-and-takes of the deal are of course interesting. My favorite part of this piece was the explanation of the potential leverage drag. I've watched over the last few years as BN would often swing in opposition of the [--] Year's movements. The picture painted here is particularly interesting in the face of a new Fed Chair incoming and the prospect of rates coming down. maybe even aggressively. It's hard to wrap my head around all of the reasons that this stock should fly over"
X Link 2026-01-05T13:55Z [----] followers, [----] engagements

"$AMZN (not financial advice) With $691B of TTM revenue every 1% increase in OCF margin on todays numbers means a 5.3% increase in OCF. While its an interesting stat how much should we actually care about these margins Operating leverage on a scaled company is like looking at an impressive piece of art for me. But in the world of markets it only ever really means anything if it can make you money. Because if it cant we are better off leaving it on the gallery wall than bringing it home with us. Everybody knows that Amazons advertising is growing fast AWS (with its 35.9% operating income"
X Link 2026-01-07T15:10Z [----] followers, [----] engagements

"The business models are very different. I'm not super well-versed in $TDG but I know that they grow through acquisitions. I also know that they do have an element of pricing power on the parts they currently control which is good. But primarily growing through acquisitions is very different from what $GE does. $GE starts by controlling 50-55% of the global commercial jet install base where there are no new entrants for increasing competition and there haven't been in [--] years. Every time they put an engine in a plane it adds onto a multi decade pile of recurring revenue from services that"
X Link 2026-01-08T20:25Z [----] followers, [---] engagements

"$BN $BAM Brookfield Corporations ecosystem is a masterfully crafted flywheel. Each element serves to strengthen the others. As each cog in the machine turns the others are enabled to spin faster and faster enabling compounding growth of the systems earning power and value generation. Below shows the interactions within the system in one image 👇 https://twitter.com/i/web/status/2009610144221462595 https://twitter.com/i/web/status/2009610144221462595"
X Link 2026-01-09T12:56Z [----] followers, 15.3K engagements

"@sidecarcap Bruce Flatt $BN"
X Link 2026-01-13T13:09Z [----] followers, [---] engagements

"$SPOT Spotify is a company with immense operating leverage. They have the ability to flip the switch between growth mode and FCF mode at will. Their bottom line is extremely reactive to how they choose to spend as a company. When companies like this choose to forfeit near-term profitability for user-base expansion it can work out extremely well later on. https://twitter.com/i/web/status/2012557387316506686 https://twitter.com/i/web/status/2012557387316506686"
X Link 2026-01-17T16:07Z [----] followers, [----] engagements

""MELI effectively takes high-margin ad revenue from its premium brands and redistributes it as free shipping for the consumer. This creates a negative CAC loop that no entrant can match without a mature ad network." This is an extremely interesting framing of what $MELI accomplishes. Essentially a flywheel within the flywheel. The inner workings of this business flow like a masterfully conducted symphony. Well done @CapexAndChill 👏 $MELI is a logistics and credit utility funded by an ad network. Incumbents usually protect margins and fade. MELI aggressively burnt its own commerce margins"
X Link 2026-01-19T14:21Z [----] followers, [----] engagements

"Purely based on fundamentals I agree with this. It's a good framing by @TacticzH . If we were able to wave a magic wand and move $TSM's business to within US borders its multiple would expand instantly and meaningfully. Instead market-makers the institutional money that is large enough to decide where the stock price goes embeds a certain level of risk into their discount rates when deciding what price makes an investment worth the risk. Because $TSM is in Taiwan and because Taiwan is subject to certain geopolitical tensions risk profiles and the discount rates attached to them are higher"
X Link 2026-01-19T16:33Z [----] followers, [---] engagements

"@FluentInQuality $BN Brookfield Corporation is a masterfully crafted flywheel pointed at compounding value. https://x.com/i/status/2007447009444184202 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within https://t.co/3UwXZU9L32 https://x.com/i/status/2007447009444184202 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses"
X Link 2026-01-19T18:01Z [----] followers, [---] engagements

"$SPOT Spotify holds 31-32% of the total market a far stronger foothold than any of the next three global competitors (Tencent Music 14% Apple Music 12-13% and Amazon Music 11%). Over the last couple of years they have put the power of their moat on full display through demonstrations of pricing power. Nobody is going to cancel their subscription over a $1 increase yet it means the bottom line sees hundreds of millions of dollars in profit growth. $SPOT Spotify is a company with immense operating leverage. They have the ability to flip the switch between growth mode and FCF mode at will. Their"
X Link 2026-01-20T11:08Z [----] followers, [----] engagements

"@Ashton_1nvests $BN has a very obvious and meaningful series of catalysts coming very soon. And the market is not pricing them in yet. https://x.com/i/status/2008113429970645008 $BN $BAM (not financial advice) In Q3 [----] Brookfield Asset Management reported that they grew their fee-related earnings (FRE) by 17% y/y. FRE is directly proportional to their fee-bearing capital which is capital that institutions have committed for BAM to manage. https://t.co/LGCxKEUZsd https://x.com/i/status/2008113429970645008 $BN $BAM (not financial advice) In Q3 [----] Brookfield Asset Management reported that"
X Link 2026-01-20T11:40Z [----] followers, [---] engagements

"@FIREDUpWealth $MELI. It has one of the most genius flywheels maybe ever. A very special business. https://x.com/i/status/2011951491293044765 1/2 $MELI Zero-thought engagement. Automaticity in behavior. These are the goals and destinations of the greatest businesses on planet Earth. $GOOG exists in a world of automaticity. Need an answer We go to the Google search bar without thinking about it. Need to advertise https://t.co/Zzw414ejuf https://x.com/i/status/2011951491293044765 1/2 $MELI Zero-thought engagement. Automaticity in behavior. These are the goals and destinations of the greatest"
X Link 2026-01-20T13:37Z [----] followers, [----] engagements

"1/5 $MELI (not financial advice) When we buy a quickly growing business we should pay special attention to the engine that drives cash flow generation rather than just focusing on the actual current free cash flow. If the business is pumping a lot of its cash flows back into growth that cash flow is not gone though the market will sometimes act as if it is. Instead it just grew the engine so that it can produce more cash flow than it could before (assuming good capital allocation with ROI as in MELIs usual case). The engine is what we should pay for because the engine will be everything in"
X Link 2026-01-21T22:28Z [----] followers, [----] engagements

"2/5 $MELI However when we buy $MELI today thats not what we are paying for because thats not what the engine is capable of producing. More importantly it's not what it will be capable of producing in the future as the business transitions from growth mode to cash flow mode. As shown below the engine was capable of producing $2154M (assumes half the capex is maintenance capex which is where the $178M comes from in the graphic). Annualized thats $8616M possible from the engine (assumes no growth). With a current market cap of $103.12B that would be a yield of 8.4%. Now were getting somewhere."
X Link 2026-01-21T22:28Z [----] followers, [---] engagements

"3/5 $MELI However as stated this exercise assumes no growth. We can plug in some conservative growth numbers take a sizable discount rate to account for regional bond rates currency degradation risks and the current equity risk premiums in Brazil and Mexico and try to understand if the stock is looking attractive here. Using a discount rate of 24% cash flow engine growth of 20% over [--] years and a P/FCF of [--] yields the following: https://twitter.com/i/web/status/2014102922032755199 https://twitter.com/i/web/status/2014102922032755199"
X Link 2026-01-21T22:28Z [----] followers, [---] engagements

"4/5 $MELI Bringing the FCF growth down a bit and the P/FCF along with it shows us that the stock would be considered fair value if we were demanding at least a 24% CAGR return on our money which we did with our risk-averse discount rate"
X Link 2026-01-21T22:28Z [----] followers, [---] engagements

"5/5 $MELI However these growth rates are likely far too low as $MELI has been growing operating cash flows at a CAGR of around 40% for the last [--] years and beyond. All in all I think investors will do very well from here. (There are risks and this is not advise) https://twitter.com/i/web/status/2014102925887316168 https://twitter.com/i/web/status/2014102925887316168"
X Link 2026-01-21T22:28Z [----] followers, [---] engagements

"@StockSavvyShay Don't forget $BN with their massive $80B government deal for nuclear energy 💪"
X Link 2026-01-22T00:32Z [----] followers, [---] engagements

"1/4 Valuation can be tricky. There are things that can sneak up on you making a stock expensive when most would think it's cheap. Luckily we can learn to think about some of these things so we aren't left holding the bag even when we get the overall story right. Here are [--] valuation tricks to make sure you aren't unexpectedly buying at a high price. 🧵👇"
X Link 2026-01-23T10:35Z [----] followers, [---] engagements

"3/4 Two: Square discount rate round hole. We usually have a habit of using 10% for our discount rate. This makes sense because we are usually buying American companies. But when we start to understand where a discount rate really comes from we can start to understand that 10% in many other scenarios probably would not work for making sure we get the return we are looking for. There are a few ways to think about the discount rate but one of the best and simplest is to see it as the bar that has to be cleared in order for us to get a return above the next best option. And typically the next"
X Link 2026-01-23T10:35Z [----] followers, [---] engagements

"4/4 Three: PEG as a sanity check. Sometimes in our pricing model we can inadvertently choose a market multiple that is simply too high. As a sanity check it can be a great thing to look at a PEG (price-to-earnings growth) or PFCFG (price-to-FCF-growth) ratio to see if the market multiple we are choosing makes sense. If a company is growing earnings at 10% yet we are choosing a market multiple of [--] that may be unrealistic or at best not within the realm of conservatism as all valuation should be for the sake of protecting ourselves. PEG ratios (or similar for other metrics) shouldn't be taken"
X Link 2026-01-23T10:35Z [----] followers, [---] engagements

"Aggressive reactions in the direction of any who would make a negative statement about a stock cryptocurrency or other asset that someone is bullish on are pretty common here on FinX. @realroseceline's post got me thinking about what the great Charlie Munger would say about the origins of such behavior. Obviously there is something psychological happening here. But what exactly is it I believe Mr. Munger would describe the phenomenon as a combination of four psychological tendencies. As an aside it can be very useful to understand these so that we can solve them within ourselves thereby"
X Link 2026-01-23T14:20Z [----] followers, [---] engagements

"RT @Muzzlebuster: 1/4 Valuation can be tricky. There are things that can sneak up on you making a stock expensive when most would think i"
X Link 2026-01-23T23:00Z [----] followers, [--] engagements

"13 hours ago I posted a thread on valuation that I thought could be very useful to many people. It got a grand total of [---] impressions. That's unbelievable to me"
X Link 2026-01-23T23:50Z [----] followers, [----] engagements

"RT @realroseceline: Book review: 8th Wonder Investment by David Perlmutter @Muzzlebuster I spent the weekend reading Davids book and it"
X Link 2026-01-26T14:30Z [----] followers, [--] engagements

"Here's an account I really like. Michael doesn't just cover the same old companies you see from everyone else. He finds good value and shares thoughtful ideas. I especially like the podcast. I recommend you follow him if you don't already. Just hit [----] followers Pretty wild considering this started as a small account sharing quality-driven stock research and clean investing visuals. If youre a smaller account building in public reply below and lets follow each other 🤝 And if youre new: 📌 Check the Just hit [----] followers Pretty wild considering this started as a small account sharing"
X Link 2026-01-26T18:12Z [----] followers, [---] engagements

"When I wrote this book I wrote it as much for me as for anyone else because I think it's important to have an anchor in investing something to help keep us grounded with a good mindset/philosophy in a world full of confusing disorienting noise. I wanted to write something that I could come back to on occasion for the purpose of recalibrating myself. Market noise can shift our psyches over time. Like waves beating against a cliffside it can slowly degrade the thought processes we originally set out to use. This book was meant to help with that. That's why I called it a compendium. Thanks"
X Link 2026-01-26T19:08Z [----] followers, [----] engagements

"Latin America is a very big place. Part of the appeal for owning shares of $MELI is the vast runway and I'm sure we will continue to see rapid expansion across the region even if it is expensive to accomplish. $MELI has shown a real ability to earn meaningful returns on their capex by solidly implanting their business/economic flywheel into more and more underserved places. It's great to see Columbia shaping up to be a bigger participant in $MELI's vision.💪👇 Investors will eventually wake up to the reality that $MELI is transforming Colombia into its fourth major profit engine by executing"
X Link 2026-01-27T09:02Z [----] followers, [---] engagements

"RT @Muzzlebuster: 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connect"
X Link 2026-01-27T09:39Z [----] followers, [--] engagements

"A great overview on $BN They have so many catalysts on the horizon- very real catalysts. A couple that come to mind include 1) the opening up of private funds to the every day Joe through retirement investing vehicles like the 401(k) because of Trump's recent executive order. This opens up $BAM's market for attracting capital which ultimately funnels far more dividends to $BN which means more distributable earnings. For context $BAM's market for drawing investment capital will increase by 180% from this. 2) the $80B US government agreement for building nuclear. The ecosystem is complex but it"
X Link 2026-01-27T09:53Z [----] followers, [---] engagements

"$GE Aerospace reported stellar performance in Q4 [----] and for the full year. The backlog continues to expand offering high visibility into their future stream of growing recurring revenue. Our performance reflects the impact of FLIGHT DECK driving incremental gains that compounded into meaningful improvements. This enables us to accelerate output to deliver on our roughly $190 billion backlog which is up nearly $20 billion over the last year H. Culp CEO https://twitter.com/i/web/status/2016089960839876903 https://twitter.com/i/web/status/2016089960839876903"
X Link 2026-01-27T10:04Z [----] followers, [---] engagements

"@Ashton_1nvests $BN has an amazing ecosystem-- a flywheel that perfectly builds every part involved. The management is some of the best in the world 🌎. It has my utmost confidence. https://x.com/i/status/2009610144221462595 $BN $BAM Brookfield Corporations ecosystem is a masterfully crafted flywheel. Each element serves to strengthen the others. As each cog in the machine turns the others are enabled to spin faster and faster enabling compounding growth of the systems earning power and value https://t.co/Frdp8GSDzG https://x.com/i/status/2009610144221462595 $BN $BAM Brookfield Corporations"
X Link 2026-01-28T01:38Z [----] followers, [----] engagements

"$ASML's net bookings just increased by 144%. Their backlog is now EUR 39M more than the entirety of their blockbuster sales in [----] and twice the value of their sales [--] years ago. They are guiding for somewhere between 5% and 20% sales growth in [----]. This is a rare combination of a monopoly operating in the greatest secular trend of all time. https://twitter.com/i/web/status/2016462201918300388 https://twitter.com/i/web/status/2016462201918300388"
X Link 2026-01-28T10:43Z [----] followers, [----] engagements

"The market will always price this company according to how intact it views its competitive advantage to be (technological in nature) growth rate and what it expects for sales in the future. Every one of those items has jumped around for $ASML over the years. That being said we are certainly in a different time now with compute demand being what it is. Assuming that demand sustains and even realizing that ASML's earnings can be lumpy based on when they are selling these expensive machines I would be comfortable saying that: 1) ASML is not cheap and not currently offering any sort of safety net"
X Link 2026-01-28T11:43Z [----] followers, [--] engagements

"The market will always price $ASML according to how intact it views its competitive advantage to be (technological in nature) growth rate and what it expects for sales in the future. Every one of those items has jumped around for $ASML over the years. That being said we are certainly in a different time now with compute demand being what it is. Assuming that demand sustains and even realizing that ASML's earnings can be lumpy based on when they are selling these expensive machines I would be comfortable saying that: 1) ASML is not cheap and not currently offering any sort of safety net in the"
X Link 2026-01-28T12:12Z [----] followers, [---] engagements

"This is about as scary as walking into your favorite high-end luxury store in Beverly Hills to buy something glamorous and beautiful and seeing that everything is on a mega-sale. 🙂 🚨 THIS IS ABSOLUTELY INSANE Gold and silver wiped out $5.9 TRILLION worth of market cap within [--] MINUTES. Do you understand how crazy that is To put that in perspective we just saw wealth equivalent to the combined GDP of the UK and France evaporate in less time than it https://t.co/U4zb73JnuK 🚨 THIS IS ABSOLUTELY INSANE Gold and silver wiped out $5.9 TRILLION worth of market cap within [--] MINUTES. Do you"
X Link 2026-01-29T16:22Z [----] followers, [---] engagements

"A different way to ask this is to ask if there will be a sustainable return on the capex for businesses. If the answer is that AI spend will not offer a sufficient return on the investment dollars then we are in a bubble. If the answer is that it will offer a return then the economics will work and we are not. I believe that some companies will go under because they won't be able to earn themselves out of the capex/depreciation hole. I also believe that many companies will earn a meaningful amount of money above and beyond what they spend on AI capex. So for some companies they are creating"
X Link 2026-01-29T19:42Z [----] followers, [---] engagements

"@ReturnsJourney Here is how I think about it. I think it's a great opportunity ahead as I've worked out in the content below. Let me know what you think friend 🙂 https://x.com/i/status/2014102917700034680 1/5 $MELI (not financial advice) When we buy a quickly growing business we should pay special attention to the engine that drives cash flow generation rather than just focusing on the actual current free cash flow. If the business is pumping a lot of its cash flows back into https://t.co/nV1uK29yw0 https://x.com/i/status/2014102917700034680 1/5 $MELI (not financial advice) When we buy a"
X Link 2026-01-30T11:04Z [----] followers, [---] engagements

"@QualityInvest5 I hold [--] as well"
X Link 2026-01-30T23:47Z [----] followers, [---] engagements

"Most investors look long and hard for that edge- that opportunity to have an advantage over the rest of the market. But we often overlook that there are two advantages that we can simply choose for ourselves; Time and tax deferral. So few people choose these to work for them that they become a real advantages for the few who will. Most investors obsess over finding the next big winner. Far fewer think deeply about how taxes quietly compound against them. A thread 🧵 Most investors obsess over finding the next big winner. Far fewer think deeply about how taxes quietly compound against them. A"
X Link 2026-01-31T02:03Z [----] followers, [----] engagements

"@RichardWedekin1 What did their operating cash flow do What did AWS's backlog do These tell a more complete story about future returnable cash flows than the present FCF"
X Link 2026-02-06T01:01Z [----] followers, [---] engagements

"@DixonGeeCapital This was the average growth rate of shares over the last [--] years. It may be slightly higher or lower going forward but a shift in either direction of 0.4% doesn't meaningfully change the potential return. 🙏"
X Link 2026-02-06T12:04Z [----] followers, [---] engagements

"That's a very interesting way of thinking about it. I like the perspective very much. At an operating margin of just above 30% that implies operating income of $60B. On a market cap of $2100B that's a P/OI of [--] on business segments growing well above 20%. That's very interesting given the context of how much it excludes. Great observation 👏💯 https://twitter.com/i/web/status/2019778725601018131 https://twitter.com/i/web/status/2019778725601018131"
X Link 2026-02-06T14:22Z [----] followers, [---] engagements

"The reason this is impressive to me is because it displays a high degree of fluidity and dexterity. Those attributes translate into real world capabilities at least in a physical sense. That is a robot that will be useful in the real world. It will bring real value because it can physically accomplish all kinds of things like a human. https://twitter.com/i/web/status/2019845454872068474 https://twitter.com/i/web/status/2019845454872068474"
X Link 2026-02-06T18:47Z [----] followers, [--] engagements

"@SaralTrader What's important to me is fundamental growth which $AMZN has in spades. Since I plan to hold for many years the price action in the near term can do whatever it wants. It doesn't concern me"
X Link 2026-02-07T08:40Z [----] followers, [--] engagements

"@PlayStation I just somehow allowed myself to really get into this game and now I'm mad at myself for not giving it attention for so long. I don't have enough characters here to list all of the things it gets right. And the community is so amazing and welcoming. [--] day and a clan took me in"
X Link 2019-03-03T02:10Z [----] followers, [--] engagements

"@HuntShowdown This is the best pvp shooter ever made. I will never stop playing this game"
X Link 2021-01-15T18:47Z [----] followers, [--] engagements

"@mattswider What a frustrating joke this whole thing is. I'm punished for working for a living. I see these tweets a few minutes too late"
X Link 2021-10-28T15:47Z [----] followers, [--] engagements

"@thetvCruz @Bungie @DestinyTheGame Where is the dislike button for this This dude doesn't even understand that the released product wasn't the issue"
X Link 2022-03-06T11:13Z [----] followers, [--] engagements

"@hurrtrackerapp I'll check back in [--] hours before the storm when forecasters should finally be able to get it together"
X Link 2022-09-24T21:03Z [----] followers, [--] engagements

"@friedberg Old people arguing unable to get out of their own way"
X Link 2023-10-17T17:55Z [----] followers, [--] engagements

"@PronkDaniel It's an extremely rare combination of immense predictability unending runway and a vast moat. Sometimes I wonder if those three things make it the best business model ever. I definitely don't condone the valuation and I don't own it but still I think that's why. IMO"
X Link 2024-12-12T22:14Z [----] followers, [---] engagements

"$GOOG will not make much if any money from rides imo. But what I think many people miss is that they are primarily an ads business. Google will deeply penetrate the streets of every major city even if each ride costs them a few pennies because every ride is an opportunity for the rider to see ads. Google is expanding their ads space from the search bar to the streets. The inside of each Waymo will have an opportunity for eyes and even clicks. Waymo is a back door expansion of the ads business and quite a meaningful one"
X Link 2025-07-09T12:10Z [----] followers, [---] engagements

"I have a theory that scaling Waymo is an effort to increase ads space. The back seat of every Waymo will be space for ads. The Waymo One app will be space for ads. Waymo rides will make little or no money but they allow Google to expand the space they sell ads for from search to the streets"
X Link 2025-07-15T17:33Z [----] followers, [---] engagements

"@patientinvestor Lawsuits can easily come [--] months or a year after the issue"
X Link 2025-08-14T15:00Z [----] followers, [---] engagements

"Pharmaceutical companies are not the type of business I am interested in for investment. I would spend far too much time praying to the medication gods that a drug would get good results in a trial or earn FDA approval. It's just too close to gambling for me. But if there was a company that worked alongside the industry in a stable way earning income regardless of trial outcomes or FDA approvals and whose product would be in demand forever no matter what then I'd certainly be more interested. A picks-and-shovels play on the pharmaceutical industry could be appealing. I have been thinking a"
X Link 2025-08-22T10:02Z [----] followers, [----] engagements

"@alc2022 Figure One Optimus. BYD Tesla. Nvidia market share AMD market share. Believing that AMD has a superior product to Nvidia for inference is not the same as AMD having no competition. Obviously they have competition. Be real with your audience. You owe them that"
X Link 2025-09-16T12:57Z [----] followers, [----] engagements

"1) Understand the mechanisms that compound within the company. 'Compound' is not the same as 'goes up'. The actual business model has to be an exponential compounder over the long term. 2) Understand the mechanisms within the business that make it very hard for others to compete. This directly affects margins forever. 3) You have to be able to value the business. I don't mean read a P/E multiple or compare pricing metrics to historical averages. I mean really value it. 4) Only ever buy when the business is very undervalued. Fairly valued is not good enough. 5) Wait. Wait and keep turning over"
X Link 2025-09-16T19:11Z [----] followers, [----] engagements

"If you think I earned it consider a like follow or repost. And if you are interested in learning more about how I personally approach an investment I wrote it down. Paperback and E-book both available on Amazon. With a focus on how to organize your investing thoughts in this complex world all the tools are there for you. https://a.co/d/ftBS0Ph https://a.co/d/ftBS0Ph"
X Link 2025-09-18T09:13Z [----] followers, [---] engagements

"Price-to-sales (P/S) ratios are never ever interesting in isolation. If you are valuing a stock or comparing stocks based on P/S you have a lot more work to do"
X Link 2025-09-24T23:26Z [----] followers, [----] engagements

"Focus on whats important and tune out the rest. These [--] charts tell the real story of $AMZN 👇🧵"
X Link 2025-10-13T10:01Z [----] followers, [----] engagements

"Do you know what the business is worth Do you understand the mechanisms of the business that compound the amount of money they can pull in over the long-term Do you understand all of the reasons that the business will still be here tomorrow no matter what Then don't worry about it. $GOOGL $GOOG $AMD $NVDA $NBIS $IREN $AMZN $CRWV $ROOT $MELI $BN $BAM $ZETA $LMND $MSFT $DLO $DUOL $META $HOOD $SOFI $NVO $UNH $FOUR $PYPL $PLTR $ADBE $MU $TSM $ASML $AVGO $OKLO $OSCR $HIMS"
X Link 2025-10-17T09:48Z [----] followers, [---] engagements

"Announcing a price target is a lot like predicting your girlfriend's mood a year in advance. If you give me a price you can't give me a timeframe. And if you give me a timeframe you can't give me a price. "Professionals" who do this are displaying their weakness in plain daylight. They should be ignored. And certainly don't give them your money"
X Link 2025-10-27T09:21Z [----] followers, [---] engagements

"$AMZN CEO Andrew Jassy on AWS: "Backlog grew to $200 billion by Q3 quarter end and doesn't include several unannounced new deals in October which together are more than our total deal volume for all of Q3." Reignited 🔥💥"
X Link 2025-10-31T10:15Z [----] followers, [---] engagements

"CEO David Steinberg on Athena's ability to drive use-case expansion for each customer: "I would tell you that I think Athena will be amongst the single biggest drivers to the OneZeta methodology we've ever had. To point out it is of course fully voice activated and fully conversational. So any client by the end of the first quarter should have this fully embedded into their platform. Not only will they be able to work through the existing use case they have Athena will already be programmed to help them with secondary use case expansion from production level launch. By way of example if a"
X Link 2025-11-05T10:53Z [----] followers, [---] engagements

"$TEA.AX Tasmea Ltds senior management owns 60% of the company's shares. Youd better believe they want the stock to do well We do have all of our wealth tied up in Tasmea. Mark and I are conservative. The reason we're diversified is to mitigate risk and protect our equity. The reason we keep our leverage around one times is again to protect our equity. - Stephen Young CEO ✅Founder-led. ✅Compounding business model. ✅Secular tailwinds. ✅Large runway. ✅Extremely cheap. 1/7 Thoughts on $TEA.AX's Valuation 🧵 (not financial advice) First comparing Tasmea to its closest competitors: $MND.AX -"
X Link 2025-11-12T20:44Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing