@SleepwellCap Avatar @SleepwellCap Sleepwell🛌

Sleepwell🛌 posts on X about in the, $spot, share, market 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 42.16% finance 22.55% technology brands 22.55% fashion brands 8.82% luxury brands 8.82% social networks 3.92% countries 1.96% financial services 1.96% cryptocurrencies 1.96% travel destinations 0.98%

Social topic influence in the 10.78%, $spot 7.84%, share 5.88%, market 4.9%, $nflx 4.9%, luxury 3.92%, rolex 3.92%, investment 3.92%, $amzn 3.92%, amzn 3.92%

Top accounts mentioned or mentioned by @positive_jetson @grok @yehoshzl @founderspodcast @battistoshi93 @jameslmorton @gabfintec @stormskijournal @gustavs @rhunterh @leveragedlayman @310value @mxschumacher @capycapital @ccmryan @ccmbrett @chitchatmoney @sahilbloom @eboroian @parikpatelcfa

Top assets mentioned Spotify Technology (SPOT) Netflix Inc (NFLX) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Vail Resorts, Inc. (MTN) Birkenstock Holding plc (BIRK) Amerco (UHAL) Apple, Inc. (AAPL) Morgan Stanley (MS) Metadium (META) Nike Inc (NKE) Snap, Inc. (SNAP) Live Nation Entertainment, Inc. (LYV) Ferrari N.V. (RACE) Stellantis N.V. (STLA)

Top Social Posts

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

"Snowpack trends at $MTN resorts. Averaging 50% versus historical averages most tracking the lowest levels recorded in history (data tracked past 20-40 years) source: OpenSnow"
X Link 2026-02-06T18:17Z 23.5K followers, 15.7K engagements

"BHE also operates the largest residential real estate brokerage firm and one of the largest residential real estate brokerage franchise networks in the United States Why is the Real Estate business of Berkshire in the same operating unit as BH Energy I didnt know this"
X Link 2021-08-11T16:45Z 23.5K followers, [--] engagements

"Since most of the value these days seems to be on the DMs I'm going to create a few DM groups of Sectors that I'm interested in to share ideas discuss views articles earnings etc. Reply with which one you'd like to join (ticker list are just examples): Music (SPOT UMG WMG) Luxury (LVMH CFR RMS MONC) Cross Border Payments (WISE RELY SNEX CPAY CABP) Serial Acquirers (with long runway like CSU JDG) I'm also interested in discussing the following tickers (which don't have great comps) if there's enough interest I'll make a stock specific DM $BRK $WOSG.LN $FEVR.LN $UHAL $NU (or could do Latam"
X Link 2025-05-09T14:27Z 23.5K followers, 22K engagements

"it should be called Design Within Reach of the 1%"
X Link 2025-11-14T18:55Z 23.5K followers, [----] engagements

"$MTN keeps losing market share: National Ski Areas Association reported a 1.7% increase in skier visits over the previous year while Vail documented a 3% decrease. via @StormSkiJournal"
X Link 2026-01-14T17:32Z 23.5K followers, [----] engagements

"how much did $BIRK pay its consultants for this gem"
X Link 2026-01-20T18:53Z 23.5K followers, [----] engagements

"$BIRK outright making fun of $NKE in their investor day slides"
X Link 2026-01-28T22:09Z 23.5K followers, [----] engagements

"Turns out $UMG was the one full of hopes and dreams: TTM FCF $UMG 1.2B $SPOT 2.8B $UMG pitch on VIC from Oct 2022: "You can buy Spotify (SPOT) for hope and dreams or Universal Music Group (UMG) for free cash flow and returns." Since then $SPOT +526% $UMG +6.8% 💀 https://t.co/FURCbZa2x7 $UMG pitch on VIC from Oct 2022: "You can buy Spotify (SPOT) for hope and dreams or Universal Music Group (UMG) for free cash flow and returns." Since then $SPOT +526% $UMG +6.8% 💀 https://t.co/FURCbZa2x7"
X Link 2026-01-29T17:19Z 23.5K followers, [----] engagements

"I've long been a huge fan of @GustavS $SPOT new co-CEO. He had some very interesting comments during the earnings call prepared remarks around AI and the potential impact on music and software. Here's the summary: there will be winners and losers but SPOT undoubtedly a big beneficiary of AI believe in the consumer space the predominant business model will continue to be ads and subscriptions places where SPOT excels SPOT was early to AI and is now in a great place to deliver the world's most agentic media platform where the consumer takes the driver seat moving from a passive experience to an"
X Link 2026-02-11T00:14Z 23.5K followers, [----] engagements

"This comment during $SPOT earnings call gives us a hint of what they got in the last round of label negotiations and basically confirms that price increases drive Gross Margin leverage. "The price increases that we have done are going to outpace the net content cost in 2026.""
X Link 2026-02-11T15:03Z 23.5K followers, [----] engagements

"this might be the most important takeaway of the call; for the longest time many people argued price increases didnt benefit them much because it would flow through linearly to the labels (67% paid out). It looks like $SPOT got a better deal on the incremental dollar"
X Link 2026-02-11T15:13Z 23.5K followers, [----] engagements

"@yehoshzl not exactly that wasn't very well understood by the industry or the sell side and I believe the big change actually came late last year after they re-opened label negotiations early and SPOT got the better end of the deal"
X Link 2026-02-11T17:49Z 23.5K followers, [--] engagements

"that's exactly right; major labels now have in place min p/subscriber payout escalators to protect downside but otoh presumably $SPOT gained the option to raise prices above those escalators and keep the extra leverage mostly to themselves based on what I've heard. This is especially true for their bundle plans (audiobooks etc) https://twitter.com/i/web/status/2021651924639265274 https://twitter.com/i/web/status/2021651924639265274"
X Link 2026-02-11T18:25Z 23.5K followers, [--] engagements

"gonna call my broker next time I get a margin call: the volatility of my portfolio is such that there is always gonna be value"
X Link 2026-02-12T01:05Z 23.5K followers, [----] engagements

"@rhunterh if AI takes all of our jobs I will be wearing Crocs all day no doubt"
X Link 2026-02-13T14:07Z 23.5K followers, [----] engagements

"So it turns out Gucci is the $SNAP of Luxury"
X Link 2024-03-20T14:27Z 23.5K followers, 13K engagements

"So let me get this straight $WOSG needs to grow 35% p/yr in [--] and [--] to meet their long term outlook and in the meantime theyll grow 3% from 24-26 Somethings off when are they planning to pull that guide"
X Link 2025-07-03T17:34Z 23.5K followers, [----] engagements

"I'm back New piece published. Rolex is counterintuitively one of the best known brands in the world but one of the least known businesses. It can teach us what it takes to be a true luxury brand. This was incredibly fun to research. I hope you enjoy https://sleepwell.substack.com/p/all-hail-king https://sleepwell.substack.com/p/all-hail-king"
X Link 2023-04-18T16:46Z 23.5K followers, 70.4K engagements

"well just roll it forward -Lehman Brothers August [--] [----] oh boy we might actually be fucked https://t.co/E9Yz3e1tsk oh boy we might actually be fucked https://t.co/E9Yz3e1tsk"
X Link 2026-02-11T18:37Z 23.5K followers, 602.1K engagements

"what is the best/easiest way (ie which tools should I use) to vibe code a website"
X Link 2026-02-15T20:19Z 23.5K followers, [----] engagements

""In a rare public speaking engagement at Dubai Watch Week CEO Jean-Frdric Dufour said that Rolex will continue to sell the majority of its watches through its authorized dealer network and wont favor the Bucherer and Tourneau retail stores it acquired in 2023" $WOSG"
X Link 2025-11-21T19:00Z 23.4K followers, [----] engagements

"Vail Resorts $MTN announced a new pricing structure across it's passes: a 30% discount across it's top [--] resorts for customers who purchase lift tickets more than one month in advance. This closes a gap for customers that weren't buying Season Passes ahead of the season (ie takes way too much planning but comes at a big discount) but were being priced out by lift tickets being too expensive for last minute buyers (eg buying [--] week in advance). The goal is to make the sport more accessible to a certain cohort of guests who don't think about winter sports until winter arrives. It's also likely"
X Link 2025-12-09T17:41Z 23.4K followers, 12.2K engagements

"@LeveragedLayman so $LYV"
X Link 2026-01-16T20:28Z 23.4K followers, [---] engagements

"Disney is expected to name Bob Igers successor next month. (https://t.co/ogTsf06wYc) https://t.co/gIFwWPUnco Disney is expected to name Bob Igers successor next month. (https://t.co/ogTsf06wYc) https://t.co/gIFwWPUnco"
X Link 2026-01-20T18:32Z 23.4K followers, 21.8K engagements

"I dont mean to pick on anyone specifically here Im also a UMG bag holder 🤲🏽"
X Link 2026-01-29T17:29Z 23.4K followers, [----] engagements

"overheard on VIC and this person perfectly sums up my thoughts in a few words: "The music labels are great assets but not great businesses.""
X Link 2026-02-06T17:01Z 23.4K followers, 10.4K engagements

"That could happen but I wouldn't bet on that. I'm not sure how rational it is when the music execs are notoriously known for caring too much about market share and press coverage ("we signed Taylor Swift"). Also calling it an oligopoly is not entirely true the reality is artists have tons of options of who to sign with (majors indies distributors). The deals are usually short term in nature so they can go elsewhere after fulfilling their duties labels lost the optionality they used to have when an artist exploded (master ownership in perpetuity). Sure the global superstars are more likely to"
X Link 2026-02-06T19:11Z 23.4K followers, [---] engagements

"Which private companies would you consider buying if they were public For me Chick-fil-A Trader Joes and Patagonia"
X Link 2021-03-09T01:51Z 23.5K followers, [---] engagements

"@310Value I agree Ive been coming around more closely to $RACE but not 100% there yet. almost bought it through $EXOR last year but trade was never executed😢"
X Link 2021-03-09T02:37Z 23.5K followers, [--] engagements

"@mxschumacher @capy_capital any good writeups you come accross please share. I hold $STLA but will prob roll over to $EXOR once spinoffs and merger integration is more complete in 18+ months"
X Link 2021-03-09T21:20Z 23.5K followers, [--] engagements

"A simple yet powerful exercise: If you own [--] stocks for [--] years and: a) [--] is wiped out b) [--] grow at the broad market-rate c) [--] grows at 2x the market-rate You outperform by 250bps annually and 58% total. Not very intuitive. Lesson: long term compounding can hide mistakes"
X Link 2021-03-11T17:45Z 23.5K followers, [---] engagements

"Two years ago from today I left JPMorgan and emailed Jamie on my last day. Haters will say it was his secretary responding but my gut says its legit😅"
X Link 2021-04-05T17:30Z 23.5K followers, [----] engagements

"Hello Twitter👋 I deeply believe in the power of this platform so Im asking for your help Looking for opportunities on the buysideheres my anonymous CV📜 Id greatly appreciate if you can share or pass along to whoever comes to mind and hopefully I can payback in some way 🙏🏼"
X Link 2021-05-19T14:42Z 23.5K followers, [---] engagements

"You guys like to call Warren and Charlie outdated but they have been working remotely since 1959"
X Link 2021-05-24T17:43Z 23.5K followers, [---] engagements

"Why doesnt YouTube allow all of its users to listen to videos with the app closed/phone locked It would instantly become the biggest audio company in the world (2.1B+ users) and change its consumer habits. If they were serious about audio they would have done this already"
X Link 2021-05-29T18:53Z 23.5K followers, [---] engagements

"Lots of debate around the Labels vs. $SPOT narrative in the last two days with UMG news. Also a lot of misunderstandings. Long thread with my views and clarifications Lets go 💽👇🏽🎶"
X Link 2021-06-04T16:53Z 23.5K followers, [---] engagements

"What are the inevitable trends of the next [--] years"
X Link 2021-06-15T13:37Z 23.5K followers, [---] engagements

"My first podcast is out🎙 Talked Audio $SPOT $UMG $UHAL and investment philosophy. I also spoke loudly so you dont fall asleep Thanks a lot @CCM_Ryan @CCM_Brett from @chitchatmoney for inviting me had a blast Any questions or feedback let me know https://open.spotify.com/episode/4BKaPBvHHQbkSxl79z3ssSsi=d5242b1f1b0c45b1 https://open.spotify.com/episode/4BKaPBvHHQbkSxl79z3ssSsi=d5242b1f1b0c45b1"
X Link 2021-06-22T13:13Z 23.5K followers, [---] engagements

"@SahilBloom Starbucks writing the names of millions of people in wrong and funny ways to get them to post their cups in all of Social Media. For Free"
X Link 2021-06-23T19:42Z 23.5K followers, [----] engagements

"An interesting exercise inspired by a convo with @eboroian How to break a DCF: -Operating leverage -Accelerating revenue growth -Completely new businesses -Tons of M&A or buybacks -Issuing lots of debt -Long forecast periods -others More importantly: which companies do this"
X Link 2021-06-29T00:07Z 23.5K followers, [---] engagements

"A big part of becoming a better investor is not very intuitive: Studying non-investing related fields like psychology history physics complex adaptive systems non-linearity probability and statistics. Here are my [--] favorite non-investing investing books📚 Thread 🧵👇"
X Link 2021-07-05T16:01Z 23.5K followers, [----] engagements

"Even more insane is that AirPods have higher revenues than the entire Recorded Music Industry🤯 This will never get old for me https://t.co/rFtO2yrWcZ This will never get old for me https://t.co/rFtO2yrWcZ"
X Link 2021-07-23T22:14Z 23.5K followers, [---] engagements

"Sell-Side Equity Research gets its fair share of criticism from investors but its also a good training ground where you can learn about the investment process and become a better investor. Here are [--] things I learned during my time on the sell-side 👇🧵"
X Link 2021-11-23T15:21Z 23.5K followers, [----] engagements

"This Bezos quote about $AMZN also applies to investing: If everything you do needs to work on a 3-year time horizon then youre competing against a lot of people. But if youre willing to invest on a 7-year time horizon youre now competing against a fraction of those people"
X Link 2021-11-23T15:33Z 23.5K followers, [---] engagements

"Finally finished reading the Nick Sleep (Nomad) Letters which are outstanding in every sense. [---] pages worth reading [--] year track record 18.4% net-of-fees CAGR vs. MSCI 6.5% I also looked up the US holdings of his foundation today no surprises https://igyfoundation.org.uk/wp-content/uploads/2021/03/Full_Collection_Nomad_Letters_.pdf https://igyfoundation.org.uk/wp-content/uploads/2021/03/Full_Collection_Nomad_Letters_.pdf"
X Link 2021-11-23T22:21Z 23.5K followers, [---] engagements

"Did I overpay for this or is this the next Margin of Safety Anyway look forward to it"
X Link 2021-12-04T00:03Z 23.5K followers, [---] engagements

"Berkshires $AAPL position now a 5X; worth $155B or 24% of $BRK market cap"
X Link 2021-12-08T17:01Z 23.5K followers, [---] engagements

"A few serial acquirers last [--] years vs. the $SPY Some of these still have a very decent runway ahead of them"
X Link 2021-12-14T23:48Z 23.5K followers, [---] engagements

"$GOOG growing top-line 15-20% high incremental margins and trading close to 20x [--] EPS is a dont try to reinvent the wheel you idiot idea And no Im not adjusting for cash SBC losses in other bets/cloudetc Also buybacks are still a joke: share count down 5% since 2018"
X Link 2022-01-11T19:22Z 23.5K followers, [---] engagements

"Had no idea that $NFLX had an $AMZN AWS pitch on their 10-K"
X Link 2022-01-18T20:18Z 23.5K followers, [---] engagements

"So let me get this straight: Tomorrow at open $NFLX stock will be 6% higher than its pre-pandemic price (Feb-20) but with 33% more subs and 50% higher revenues. Oh and also below [----] levels. Mr. Market youre a manic-depressive nut job"
X Link 2022-01-21T07:25Z 23.5K followers, [---] engagements

"Controversial Tweet of the Day: Berkshire should acquire Netflix. Solves $BRK huge cash and elephant problem in a sector they understand while $NFLX can focus on their goal without the quarterly stock market noise/volatility. Ok logging off now have a great weekend everybody"
X Link 2022-01-21T19:51Z 23.5K followers, [---] engagements

"$AAPL Q122These numbers literally cant fit in your head -Products: $104B (+9%) -Services: $19.5B (+24%) -Total Rev +11% -Gross margin 43.7% -Op margin 33.5% (+3.5%) -FCF $44.2 (+25%) -$202B cash+securities$123B in total debt -Buybacks $20b (-20% makes sense given valuation)"
X Link 2022-01-27T22:15Z 23.5K followers, [---] engagements

"$NFLX 10-K came out and I can finally update this chart. Produced content assets are now 55% vs 45% last year and 13% [--] yrs ago. This is content where they own the IP. Licensed includes Netflix Originals made by other studios which are exclusive but they dont own and re-runs"
X Link 2022-01-28T05:22Z 23.5K followers, [---] engagements

"Buffett originally offered $850 for $Y but said he wouldn't pay a dime to Investment Bankers; so the final price subtracts Goldman's $27mm fee (who advised Alleghany) to result in a $848.02 price per share for shareholders"
X Link 2022-03-22T02:36Z 23.5K followers, [---] engagements

"@ParikPatelCFA The @mjmauboussin Papers. My favorites are: 1) Managing the Man Overboard Moment 2) Calculating ROIC 3) What does Price-to-Earnings mean 4) Measuring the Moat 5) Reflections on the [--] Attributes of Great Investors 6) Sharpening Your Forecasting Skills https://ritholtz.com/michael-mauboussincredit-suisse-research-papers/ https://ritholtz.com/michael-mauboussincredit-suisse-research-papers/"
X Link 2022-04-21T15:58Z 23.5K followers, [---] engagements

"Serious question where did all the web3 people go"
X Link 2022-05-03T19:55Z 23.5K followers, [---] engagements

"What are some examples of companies with physical network effects - Railroads - $AMZN - $UHAL - $FDX / $UPS - $V / $MA"
X Link 2022-06-01T16:09Z 23.5K followers, [---] engagements

"$AMZN tried to launch in Mexico without using $GOOG ads as an experiment. It didnt work and they quickly caved"
X Link 2022-06-28T01:34Z 23.5K followers, [---] engagements

"$GOOG Services segment operating margin: 36% $LVMH Fashion & Leather Goods segment operating margin: 41%"
X Link 2022-07-26T21:27Z 23.5K followers, [---] engagements

"Everybody: were entering a recession $LVMH: Q3 organic sales were up 19% y/y with strong performance across all regions and business groups"
X Link 2022-10-11T16:10Z 23.5K followers, [---] engagements

"Make this guy Fed Chairman right now Mountain Climber Fights Off Bear (2022) https://t.co/70DTpPsfSL Mountain Climber Fights Off Bear (2022) https://t.co/70DTpPsfSL"
X Link 2022-10-17T19:34Z 23.5K followers, [---] engagements

"TCI (Chris Hohn) going activist on $GOOG: We are writing to express our view that the cost base of Alphabet is too high and management needs to take aggressive action. The company has too many employees and the cost per employee is too high. Letter: https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf https://www.tcifund.com/files/corporateengageement/alphabet/15th%20November%202022.pdf"
X Link 2022-11-15T16:48Z 23.5K followers, [---] engagements

"$NFLX Ted Sarandos on co-CEO companies' track record: "Statistically it is actually pretty great. If you compare performance against the S&P its really strong." What are some examples of successful companies with co-CEOs Unsuccessful"
X Link 2023-01-23T17:50Z 23.5K followers, 30.6K engagements

"Interesting recent VIC Writeup on $NTDOY by 08ird (short summary): "Nintendo has already expanded its operating margin from 4% in FY15 to 35% today. Incredibly its stock has hardly seen any multiple expansion despite numerous value-unlocking events that have happened.""
X Link 2023-02-22T11:26Z 23.5K followers, 78.2K engagements

"Best selling high-end watch brands: [--]. Rolex [--]. Cartier [--]. Omega [--]. Audemars Piguet [--]. Patek Philippe (unchanged vs 2021) source: Morgan Stanley"
X Link 2023-04-02T21:26Z 23.5K followers, 101.7K engagements

"I posted the below in an investment forum where someone asked the differences between $ROP and $CSU. This is a very valid question since both acquire and manage VMS businesses. I've followed both closely for a few years and quite a few differences come to mind"
X Link 2023-04-24T18:16Z 23.5K followers, 46.6K engagements

"For your convenience I've summarized all the tech earnings calls below"
X Link 2023-04-26T17:38Z 23.5K followers, 30.6K engagements

"I had no idea L'Oreal $OR had a Loyalty Share Program Shareholders can register shares under their name hold them for [--] years and get a 10% higher dividend (6.60 vs 6.0) It's supposed to incentivize long-term ownership. Any other companies that do this https://www.loreal-finance.com/eng/registered-shares-loyalty-bonus https://www.loreal-finance.com/eng/registered-shares-loyalty-bonus"
X Link 2023-05-09T21:01Z 23.5K followers, 66.3K engagements

"$RH just unveiled its first ever Gallery in Europe: RH England Pictures look stunning (and expensive) https://www.businesswire.com/news/home/20230609005062/en/ https://www.businesswire.com/news/home/20230609005062/en/"
X Link 2023-06-09T18:10Z 23.5K followers, 95.3K engagements

"Peloton paid more royalties to the music industry than TikTok in [----] ($267m vs $220m) according to Goldman Sachs"
X Link 2023-07-11T19:28Z 23.5K followers, 53.6K engagements

"Calling on all A&D experts for your help🙏 I'm new to this sector trying to get information on the following: Eurofighter program Boeing [---] outlook Helicopter industry (Defense+civil) Turboprop industry Who are the smartest analysts I should talk to (DMs open) $LDO.MI"
X Link 2023-07-24T17:27Z 23.5K followers, 13.8K engagements

"Ed Thorpe is [--] years yet he looks like hes in his 60s. To paraphrase @FoundersPodcast this guy has mastered life across all aspects"
X Link 2023-09-15T20:23Z 23.5K followers, 371.8K engagements

"How did he do it Focused on [--] Key Areas (from @FoundersPodcast): 1) Lifelong learning 2) He's rich but was never in a hurry 3) Took care of his health eats well and exercises 4) Good relationships spends time with friends and family 5) Treats life like an adventure has fun"
X Link 2023-09-15T21:09Z 23.5K followers, 40K engagements

"🔸KASHKARI: I PUT A 40% PROBABILITY ON A SCENARIO WHERE FED WILL HAVE TO RAISE RATES SIGNIFICANTLY HIGHER TO BEAT INFLATION 🔸KASHKARI: I PUT A 40% PROBABILITY ON A SCENARIO WHERE FED WILL HAVE TO RAISE RATES SIGNIFICANTLY HIGHER TO BEAT INFLATION"
X Link 2023-09-26T23:14Z 23.5K followers, 55.4K engagements

"Every time I see someone pitch an Auto OEM stock saying the PE is 4x and it could conservatively go to 6x"
X Link 2023-09-27T22:18Z 23.5K followers, 24.5K engagements

"Todd Combs mentioned [--] books in The Art of Investing podcast all seem worthwhile: -Range: Why Generalists Triumph in a Specialized World -Against the Gods: The Remarkable Story of Risk -Just Six Numbers: The Deep Forces That Shape The Universe -Ubiquity: Why Catastrophes Happen"
X Link 2023-10-09T18:45Z 23.5K followers, 73.4K engagements

"@buccocapital Would love to see him singing Hurt by Nine Inch Nails"
X Link 2023-10-31T23:29Z 23.5K followers, 37K engagements

"The story from the Herms @AcquiredFM podcast that they hired some consultants in the 70s and they recommended that they should cut prices increase the number of SKUs and outsource production is the most consulting thing ever"
X Link 2024-03-03T19:30Z 23.5K followers, 37K engagements

"A few takeaways from the Morgan Stanley 7th Annual Swiss Watch report: Polarization continued the Big [--] (Rolex Patek AP and Richard Mille) gaining share (+200 bps) and capturing 44% of the market (vs 36.9% in 2019)"
X Link 2024-03-05T14:10Z 23.5K followers, 47.9K engagements

"anybody know why $VRSN stock is flat over last [--] years (besides valuation) can't recall seeing this trade at a 20x multiple in the last [--] years"
X Link 2024-05-17T17:50Z 23.5K followers, 54.4K engagements

"Nobody: Sell Side Analysts:"
X Link 2024-05-30T18:07Z 23.5K followers, 57.2K engagements

"Patek Philippe: It's estimated that for a Patek Philippe Nautilus you could be on a wait time for around [--] to [--] years. In some instances you may be even watch-gazing for up to a decade. Marinas: Hold my beer"
X Link 2024-06-27T16:52Z 23.5K followers, 41.9K engagements

"Marina Industry Fundamentals: -Fragmented Industry: Top [--] operators make up 4% -Industry dynamics: High barriers to entry + decline of total marina supply + steady increase of boat demand & size -Supportive demographics: Retiring baby boomers source: $SUI"
X Link 2024-07-05T15:25Z 23.5K followers, 52.9K engagements

"18.5X '23 EBITDA. Wow $ASCL https://www.ft.com/content/7f361ab5-e1cd-4d6f-9fa6-e672cb00d838 https://www.ft.com/content/7f361ab5-e1cd-4d6f-9fa6-e672cb00d838"
X Link 2024-07-23T16:05Z 23.5K followers, [----] engagements

"Herms results (+15% organic) are a good reminder that true luxury is a rare occurrence and that luxury is a wide spectrum with vastly different economics"
X Link 2024-07-25T19:49Z 23.5K followers, 46.1K engagements

"Marketable securities (total $600B):"
X Link 2024-08-05T15:00Z 23.5K followers, 183.1K engagements

"$META traded at 4x [----] earnings in November 2022"
X Link 2025-01-29T21:56Z 23.5K followers, 193.9K engagements

"The greatest trick the Devil ever pulled was convincing tech investors that Gross Margins were more important than ROIC $SPOT"
X Link 2025-02-05T17:20Z 23.5K followers, 31.1K engagements

"Why is $CELH up 30% when they're effectively acknowledging they need spend billions to buy competitors to stay competitive Just a bystander so happy to hear other views"
X Link 2025-02-21T18:17Z 23.5K followers, 107.7K engagements

"My favorite line from the $BRK letter: mistakes fade away; winners can forever blossom"
X Link 2025-02-22T21:31Z 23.5K followers, 26.6K engagements

"Buffett sitting on $320 billion in cash:"
X Link 2025-03-11T20:42Z 23.5K followers, 16.9K engagements

"It's not everyday that you see a European industrial up 7X+ in [--] years $LDO Bonus points: It's Italian"
X Link 2025-03-12T19:55Z 23.5K followers, 30.3K engagements

"I feel like the average IQ of this place has lost [--] points in the last [--] years. This used to be a pretty decent place to have intelligent discussions and chat ideas"
X Link 2025-05-08T18:54Z 23.5K followers, 16.9K engagements

"$JDG getting Trumped today"
X Link 2025-07-24T16:57Z 23.5K followers, [----] engagements

"On Nov [----] $META traded at 13X Q2'25 earnings"
X Link 2025-07-30T20:16Z 23.5K followers, 26.4K engagements

"this comment on a recent VIC $CHTR pitch really hits home"
X Link 2025-07-30T23:55Z 23.5K followers, 30.7K engagements

"missed a 46% pop in $AVBC (no brainer thrift conversion at 50% BV) because my old HSA account that used to be custodied by them (making me eligible) got migrated to another provider so I couldn't participate in the offering🫣 I don't tend to get fomo but this one stings a bit"
X Link 2025-08-19T13:51Z 23.5K followers, [----] engagements

"this is a very important book"
X Link 2025-08-21T15:19Z 23.5K followers, 45.6K engagements

"Robinhood $HOOD CEO Vlad Tenev has said investing for a living could replace labor in a post-AI world Robinhood $HOOD CEO Vlad Tenev has said investing for a living could replace labor in a post-AI world"
X Link 2025-09-02T15:15Z 23.5K followers, 65K engagements

"Ive devoured every piece of content related to Daniel Ek and I can say hands down this is the best interview Ive heard from him no comparison. David has a way of getting the best conversations out of Founders (not surprisingly) and I cant wait for the future episodes. "The moment you even start doubting whether you can trust someone or not you have no trust." Daniel Ek (@eldsjal) https://t.co/zVXVtgCXIo "The moment you even start doubting whether you can trust someone or not you have no trust." Daniel Ek (@eldsjal) https://t.co/zVXVtgCXIo"
X Link 2025-10-01T21:25Z 23.5K followers, 63K engagements

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