@NormMacdonald21 Avatar @NormMacdonald21 RC Cola Buffet

RC Cola Buffet posts on X about $tpl, $su, gas, $ma 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 48.39% cryptocurrencies 22.58% finance 22.58% countries 9.68% technology brands 6.45% celebrities 3.23% fashion brands 3.23%

Social topic influence $tpl #11, $su 12.9%, gas 12.9%, $ma 9.68%, $msft 6.45%, $ice 6.45%, $unp 6.45%, $fti 6.45%, $mpc 6.45%, $cnq 6.45%

Top accounts mentioned or mentioned by @realpeterlinder @ddblakefischer @negligiblecap @leonelissen @kashpatel @realdonaldtrump @mattwallace888 @calvinfroedge @suncor @nuggetcapital @sidecarcap @bramvgenechten @floriandarroman @fcompounders

Top assets mentioned Texas Pacific Land, Corp. (TPL) Suncor Energy, Inc. (SU) Mastercard, Inc. (MA) Microsoft Corp. (MSFT) Decentral Games ICE (ICE) UNIPOLY (UNP) TechnipFMC (FTI) Partisia Blockchain (MPC) Canadian Natural Resources Limited (CNQ) Tidewater, Inc. (TDW) Exxon Mobil (XOM) TotalEnergies SE (TTE) Aethir (ATH) Coca-Cola Co (KO) S&P Global Inc (SPGI) JOE (JOE) Rayonier Inc. (RYN) Miami International Holdings, Inc. (MIAX) Crocs, Inc. (CROX) Bedrock (BR) Transocean LTD. (RIG) LandBridge Company LLC (LB) WhaleBit (CES) EQT, Corp. (EQT) Philip Morris International Inc. (PM) McDonald's Corp (MCD) Moody's Corporation (MCO)

Top Social Posts

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

"If I open another tin of #rogue or #velo to find 25% of the pouches are torn im going to invoice them. Charging $8 and their quality control is junk. Get your shit together. Enough with the beads everywhere"
X Link 2026-02-08T13:53Z [--] followers, [--] engagements

"Sniped some $SPGI at $362 diluting my avg to $432. Not a huge position but its honest work"
X Link 2026-02-10T19:17Z [--] followers, [--] engagements

"Used some drypowder to buy $MSFT. Im evaluating companies with land holdings. AI cant make more land. $TPL is world class at a world class valuation data center tailwinds. $JOE seems like an opportunity. $RYN though seems like a no brainer. Market cap/acres= $1700"
X Link 2026-02-13T21:29Z [--] followers, [---] engagements

"I wanted to expand my sleeve on moats. More $MA Some $V How about $TPL $MSFT is looking nice here. How about an exchange $MIAX $ICE Cant go wrong with railroads $UNP But $CROX just has to not fumble the bag and will do 20% CAGR for the next [--] years. Is that asking a lot"
X Link 2026-01-18T01:54Z [--] followers, [---] engagements

"@RealPeterLinder Its already up 60% ytd. Are you thinking a double from here a double from the start of the year ($52 maple bucks end of year)"
X Link 2026-02-10T00:09Z [--] followers, [--] engagements

"@negligible_cap Ive been in the insurance industry for more than a decade. Ive never met a more useless entitled and lazy group of people than insurance wholesalers and brokers. Theyre completely incapable of doing the bare minimum. Insureds and insurance companies will be better off"
X Link 2026-02-10T02:02Z [--] followers, [---] engagements

"@RealPeterLinder Double date to my nearby Texas Roadhouse it is then. Florida is wonderful besides the fact that its full of Floridians and 90% of the Cubans and mosquitoes on earth"
X Link 2026-02-10T19:56Z [--] followers, [---] engagements

"I heard part of a Chris Hohn interview on a podcast once"
X Link 2026-02-13T02:32Z [--] followers, [--] engagements

"RT @DDBlakeFischer: $BR Broadridge ROIC: 18.5% [--] yr ROIIC: 15% Competitive position: Monopoly Morningstar moat rating: Wide [--] yr earn"
X Link 2026-02-11T06:19Z [--] followers, [--] engagements

"Had never heard of any of these companies besides Exxon when I started researching energy equities this summer. Im not even Canadian. All bought in q3 (besides Tenaz). I want $RIG and a lot of $TPL and $LB. Is this the most chadfolio youve ever seen"
X Link 2026-02-13T01:56Z [--] followers, [---] engagements

"@LeoNelissen Excellent article. I first heard the thesis back in August and have regret for not buying with both hands. Im very familiar with TPL. Do you still see long term upside from here for $TPL Valuations matter to me and $TPL is priced to perfection but keeps running away from me"
X Link 2026-02-14T00:15Z [--] followers, [---] engagements

"@Kash_Patel @realDonaldTrump How did a college drop out meet with the Israeli prime minister and gain the largest residence in NYC What conspiracy is that"
X Link 2025-07-13T15:44Z [--] followers, [--] engagements

"@MattWallace888 Compare the ears of who they planted in his cell vs Epstein and its undeniable"
X Link 2025-07-18T00:00Z [--] followers, [--] engagements

"@calvinfroedge Puts on Target and Nike"
X Link 2025-10-29T01:24Z [--] followers, [---] engagements

"Props to @Suncor for having the best earnings call Ive ever been on. These things shouldnt have the same charisma as a proctology appointment at the DMV. It had a very dudes rock vibe. Like a Charlie and Warren shareholder meeting. Gut level these guys win long term. $SU"
X Link 2025-11-08T03:14Z [--] followers, [--] engagements

"Energy portfolio November positions highest to lowest weighting $CNQ $SU $XOM $TTE $EQNR $FTI $TDW $MPC Plus some nominal positions in gas companies"
X Link 2025-11-16T23:50Z [--] followers, [---] engagements

"@RealPeterLinder I picked up some $TVE $ATH $SDE and $CES"
X Link 2025-11-21T15:17Z [--] followers, [---] engagements

"There is a subset of X that talks about equities fintwit. Go far enough and youll find energy stocks. Zoom in further and theres Canadian energy. Some of the smartest people Ive come across screaming into the void about their favorite hydrocarbons. #TOU #CNQ #SU"
X Link 2025-11-25T01:50Z [--] followers, [--] engagements

"Energy portfolio Update Added some more Canadian exposure. Looking to consolidate my 4-5 American nat gas names into 1-2. $EQT Looking for recs Highest to lowest weighting. New positions in * $CNQ $SU $XOM $TTE $TVE * $ATH * $CEU* $EQNR $FTI $TDW $MPC $SDE *"
X Link 2025-11-25T01:55Z [--] followers, [---] engagements

"@NuggetCapital After SBC its still cash flowing at over 8%. Payout ratio on the dividend is 55% but Id much prefer more buybacks. Once debt decreases shareholders returns will increase. I think theres value to large reserves in this and TOU. He with the biggest milkshake drinks the longest"
X Link 2025-12-03T00:49Z [--] followers, [---] engagements

"January [----] energy portfolio update - The small bet I made on natural gas was green every single day for weeks then a warm Christmas forecast wiped it out quickly. Sold for a small profit and a big lesson on circle of (perceived) competence. Im still holding all oily names"
X Link 2026-01-03T23:08Z [--] followers, [--] engagements

"@sidecarcap I was going to tell you how expensive it was. Top end of historic valuation. But then I looked 2% fcf yield at 15% fcf growth discounts back to 12% a year return over [--] yrs. their [--] year fcf growth is actually closer to 17% avg. and their two year avg is 45%. Peak performance"
X Link 2026-01-15T03:46Z [--] followers, [----] engagements

"@BramVGenechten Joseph Carlson has a great episode on $MA. They have some of the most valuable data on earth and are using that data to provide insights for their consulting business. Its a compounding machine"
X Link 2026-01-24T02:57Z [--] followers, [---] engagements

"Im not from Canada but my algorithm is. So much to admire about Canada. Vimmy ridge Ortona Trailer park boys Banff M1 Garand etc. historically punching above their weight. Would you knock it off with the Indian stuff Enough already. Being Canadian should have a meaning"
X Link 2026-01-04T05:37Z [--] followers, [--] engagements

"Been eyeing up $UNP $ICE $KO$MCD. Near their [---] day moving averages. Sold off my $PM I bought at $80. Too many better nic pouches and the valuation is just maxed even with a great IQOS release. $UNP and $ICE could make great additions to my moat and troll toll sleeve"
X Link 2026-01-15T23:20Z [--] followers, [--] engagements

"You could replace all 64oz of water the average person drinks per day with Coke and they wouldnt get sick of it. Unlike cream soda or root beer cola has no memory on your palate Beast"
X Link 2026-01-06T05:02Z [--] followers, [--] engagements

"RT @floriandarroman: I am sorry Dan Koe but this one deserves the $1M price. No contest"
X Link 2026-01-21T15:53Z [--] followers, [---] engagements

"@RealPeterLinder I like CNQ as a forever hold. Suncor as well. Curious why youre so bullish on whitecap From a fundamental analysis perspective it seems inferior to both CNQ and SU. For my dollar they offer better value"
X Link 2025-10-22T17:09Z [--] followers, [---] engagements

"@DDBlakeFischer @F_Compounders Owners yield was where I lost my virginity I busted fast and married a lot of companies that were a good value. Im now having an affair with 5y ROIC. Im getting less for my dollar but Im fucking prom queens like $MA and or $MCO and I plan to bang them for life"
X Link 2026-01-21T01:10Z [--] followers, [--] engagements

"@RealPeterLinder After some DD: TNZ owns some infrastructure in the Netherlands. They sell their gas at TTF which is 6.5x AECO. They claim their reserves are long life low decline. They have M&A on their agenda. There is a claim that theyre trading 38% below NAV. Anything I missed"
X Link 2026-01-27T23:41Z [--] followers, [--] engagements

"The Ryder cup is embarrassing but theres hope for America. The [----] Ryder cup will be Charlie Woods and Bennett Scheffler vs Muhammad Al Bakr and Khalid Sheikh Mohammed"
X Link 2025-09-27T21:22Z [--] followers, [---] engagements

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