@Tintincapital Avatar @Tintincapital Tintin Capital

Tintin Capital posts on X about $nesnsw, company, ai, $se 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 34.26% finance 28.7% technology brands 10.19% countries 4.63% cryptocurrencies 3.7% fashion brands 1.85% social networks 1.85% automotive brands 1.85% travel destinations 0.93% celebrities 0.93%

Social topic influence $nesnsw #1, company 7.41%, ai 5.56%, $se #32, $sofwta #1, $axp #154, check out 3.7%, $teppa 3.7%, $inmd 2.78%, $4527t #1

Top accounts mentioned or mentioned by @bondkingjanush1 @finphysnerd @k3ithmccullough @secrets4stocks @abdrazakalmas @orrdavid @mikefritzell @jarad1821 @returnsjourney @ibkr @adamb1438 @dantor001 @valuations @starlink @cervezagallo @e_commerce_king @harvard_homeboy @frayre_linda @amstal2 @rahulsetty

Top assets mentioned Sea Limited (SE) American Express Company (AXP) InMode Ltd. Ordinary Shares (INMD) NuCypher (NU) Diageo plc (DEO) DLocal Limited (DLO) Grab Holdings Limited Class A Ordinary Shares (GRAB) Paycom Software Inc (PAYC) Rectitude Holdings Ltd. (RECT) Lululemon Athletica Inc (LULU) Transocean LTD. (RIG) Fair Isaac, Corp. (FICO) Alphabet Inc Class A (GOOGL) Oscar Health, Inc. (OSCR) Centene Corp (CNC) Elevance Health Inc (ELV) Portillo’s Inc. (PTLO) Coupang, Inc. (CPNG) Sphere Entertainment Co. (SPHR) TDCX Inc. (TDCX) Apple, Inc. (AAPL) Moody's Corporation (MCO) Vail Resorts, Inc. (MTN) Autodesk Inc (ADSK)

Top Social Posts

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

"@Amstal2 At this point someone needs to take $eden.pa and $plx.pa out back and just shoot them. Put them out of their misery already"
X Link 2026-01-26T11:56Z [----] followers, [----] engagements

"7% in cash. I hate it. Does anyone have any ideas (Please no mining energy chemicals or Chinese companies)"
X Link 2024-08-15T13:39Z [----] followers, 162.8K engagements

"Recordati $rec.mi Smaller Italian Pharma Company. They dominate small niche markets that the bigger players refuse to enter. 75% of biz within Europe. Super high margins and excellent capital allocation. Unlike other small pharma companies- Recordati is remarkably diversified. Stock price follows NI margins which generally depend upon how much they've tapped their revolver at any given time (usually for M&A). I assume 24% NI Margins long term with high single digit growth (from M&A inflation and R&D). My entry price is [--] Euros/share. However a Private Equity Firm took a majority stake in"
X Link 2025-04-16T15:35Z [----] followers, [----] engagements

"Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can give the machine away. Seems cheap to me. Long. Great write up. Thank you David. Very excited to share a write-up on what I think is the best new idea Ive come across this year. At first glance it might look like just another unprofitable medtech shitco but dig deeper and theres a lot to like. This is a company that grew revenue from zero to $60M in"
X Link 2025-05-07T12:07Z [----] followers, 10.3K engagements

"YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges YTD/ Q1: +10.75% Long: $se $adyey $nu $wmmvy $lkncy $axp $deo $nsrgy $lnd $grab $lacome r $sur.v $wat.ax Cash: 8% Hedges: $qqq (puts) $axp (puts) https://t.co/7jsUo0GgCz YTD/ Q1: +10.75% Long: $se $adyey $nu $wmmvy $lkncy $axp $deo $nsrgy $lnd $grab $lacome r $sur.v $wat.ax Cash: 8% Hedges: $qqq (puts) $axp (puts) https://t.co/7jsUo0GgCz"
X Link 2025-06-30T20:22Z [----] followers, 57.3K engagements

"@Secrets4stocks As an elite I can only comment on $rco.pa"
X Link 2025-08-06T21:20Z [----] followers, [---] engagements

"How $rig investors are born"
X Link 2025-09-25T10:48Z [----] followers, 12.8K engagements

"Sir Chris Hohn claims he has a list of [---] investable companies that presumably meet his criteria of holding "irreplaceable assets". The intangible IP ones ( $mco $fico etc) are well known and well covered. I'm more interested in those with physical assets. Here are some *potentially * Irreplaceable globally traded Railroads Tourist Destinations Airports and Exchanges: Railroads $cni $cp $unp $csx $nsc $azj.ax $pkp.wa $bvzn.sw $jfn.sw $bts.set $rail3.b3 $601333.sz $66.hk $9009.t $9142.t $9023.t $9001.t $9020.t $9022.t $2633.tw Tourism: $dis $mtn $emaar.df $jfn.sw $sphr $4661.t $4.hk"
X Link 2025-12-28T13:54Z [----] followers, 45.4K engagements

"I just can't buy a company in which SBC = 20% of revenue. Maybe I'm just a boomer. Or maybe I don't like covering a company's payroll while pretending I am an investor"
X Link 2026-01-09T11:59Z [----] followers, 25.1K engagements

"Brutal couple of years for Danish stocks. Flipping rocks and finding some potential gems. And with them some blood stains. like this from $orsted.co Absolutely terrifying"
X Link 2026-01-11T11:55Z [----] followers, [----] engagements

"Listed Global Exchanges. Net Income Margins. Any of them have room for margin expansion/compression"
X Link 2026-01-13T12:00Z [----] followers, [----] engagements

"I like $mtn as well. On my watch list and still need to research it more. Like so many other companies they have a Conv note coming due this year. They have just enough cash on hand to cover it. But working capital is tricky with most of the cash rolling in during the winter. Anyway suspect they'll have $205mm in interest expense for [----] impacting margins some. EBIT/interest expense will be a little high for my taste. But then again they're kind of a utility. I Iive near a Vail resort and the main lift is in dire need of renovation. I wonder if they are spending enough on capex; would want"
X Link 2026-01-16T13:00Z [----] followers, [---] engagements

"Even with the ongoing Saasacre I'm not finding anything I like"
X Link 2026-01-16T13:08Z [----] followers, 10.7K engagements

"Tivoli Gardens $tiv.co (180 year old Theme Park) As I've shared before with $jfn.sw and $4661.T I love irreplaceable tourist assets. GLP1's are a tailwind and you can't vibe code them into existence. But these names are always expensive. [--] year Mean P/E is 51x for the three. It brings to light the debate about valuation. Do you take into account the risk free rate Denmark's [--] yr yield was less than 0% not long ago and remains below 3% today. And what about land/assets Jungfraujoch is a UNESCO World Heritage site within perhaps the most beautiful iconic place on earth. ChatGPT estimates that"
X Link 2026-01-20T12:05Z [----] followers, [----] engagements

"@RahulSetty_ Haven't looked closely at them- always too expensive. But $adsk isnt getting disrupted any time soon. Massive network effect amongst architects and engineers etc"
X Link 2026-01-23T21:42Z [----] followers, [----] engagements

"Emaar Properties $emaar.ae Dubai-based property developer including the Burj-Khalifa and the Dubai Mall (which they claim to be the most visited place on earth) 62% Free Cash Flow Margins What😂 Currently trading at 8x according to Koyfin"
X Link 2026-01-27T11:47Z [----] followers, [----] engagements

"Tried valuing Zscaler $zs this morning. Thought my assumptions were pretty ambitious. Arrived at a -1% CAGR over [--] years at current valuation. There are corners of the market that I'll never understand"
X Link 2026-01-30T11:25Z [----] followers, [----] engagements

"Since I started paying for ChatGPT: Other than searching for a specific web page I've barely used Google Search in [--] months. The web page that I'm looking for is almost always the "sponsored result". Total scam. Still love YouTube Cloud and Maps/travel. $goog"
X Link 2026-01-31T14:34Z [----] followers, [----] engagements

"Well this is awkward. Now below [--] banger on $se 🫠 5-Banger on $se https://t.co/V2MbZbYFzM 5-Banger on $se https://t.co/V2MbZbYFzM"
X Link 2026-02-03T15:37Z [----] followers, [----] engagements

"$tintin.br short interest now at record highs on news"
X Link 2026-02-04T01:43Z [----] followers, [----] engagements

"Runs screener scrolls through descriptions. Trash Trash Trash Trash Stops. "Now that is the kind of company I want to own". Opens chart: (literally every time)"
X Link 2026-02-04T11:16Z [----] followers, 12.3K engagements

"Market attacking anything with a website that isn't AI. Meanwhile Ingles $imkta a US grocery store company was up 4.3%. Go check out their Investor Relations webpage. You'll see why they are up so much"
X Link 2026-02-04T12:15Z [----] followers, [----] engagements

"Still need to get through them. Too much time with my day job and xitposting on xitter"
X Link 2026-02-05T11:32Z [----] followers, [---] engagements

"Current Longs. Drawdowns from Peak. Still positive YTD thanks to some weakly correlated hedges. Really tough environment for my process"
X Link 2026-02-05T11:46Z [----] followers, [----] engagements

"@MikeFritzell Wow- thats a good one. Thank you Michael"
X Link 2026-02-05T12:37Z [----] followers, [---] engagements

"Lmao $AMZN - AMAZON FILES FOR MIXED SHELF; SIZE NOT DISCLOSED - SEC FILING $AMZN - AMAZON FILES FOR MIXED SHELF; SIZE NOT DISCLOSED - SEC FILING"
X Link 2026-02-06T13:19Z [----] followers, [----] engagements

"$nvda getting the Value Trap Treatment at GF lol. Analyst revenue estimates for [----] = $416B. C-GPT predicts $34T in Global Capex in [----]. This would require that 3% of global capex goes to AI and that 1/3 of that ultimately goes to Nvidia. Seems kind of realistic"
X Link 2026-02-09T12:06Z [----] followers, [----] engagements

"I'm still not seeing that valuation though especially if I assume some margin normalization in a few years. There has to be some competition and saturation at some point right"
X Link 2026-02-09T12:31Z [----] followers, [---] engagements

"RT @Alea_: 🛑 ALPHABET INC - FILES FOR SEVEN PART NOTES OFFERING; SIZE NOT DISCLOSED - SEC FILING"
X Link 2026-02-09T13:09Z [----] followers, [--] engagements

"$rig up 80%+ since this. How $rig investors are born. https://t.co/5JmOc3Bp7S How $rig investors are born. https://t.co/5JmOc3Bp7S"
X Link 2026-02-09T19:04Z [----] followers, [----] engagements

"Record tax refund checks World Cup Giga-capex-stimulus Tax cuts Falling rates Deregulation Fed+Trump Put Yet this market feels like it's about to totally lose its shit any second now"
X Link 2026-02-10T14:15Z [----] followers, [----] engagements

"Busted out of $oscr and $payc for slight gain and loss respectively"
X Link 2026-02-10T14:56Z [----] followers, [----] engagements

"@marketplunger1 $goog [---] yr bonds kicking off a duration rally"
X Link 2026-02-10T17:19Z [----] followers, [---] engagements

"RT @deusexdividend: Losing half your portfolio in [--] months from SaaS re-rating from 12x sales down to 5x and you stumble on some old BRK le"
X Link 2026-02-10T22:30Z [----] followers, [---] engagements

"@AbdrazakAlmas I think you may be right. Thesis is playing out. I might get back in. Just trying to slim down my high-beta stuff"
X Link 2026-02-10T23:41Z [----] followers, [--] engagements

"@alc2022 21% VAT I'd feel entitled to suffrage or at least a small pension at such rates"
X Link 2026-02-11T00:31Z [----] followers, [----] engagements

"We will never have a proper stock market bubble again. Far too many outlets now available to capture animal spirits. KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700% KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700%"
X Link 2026-02-11T11:15Z [----] followers, [----] engagements

"RT @Tintincapital: @jarad1821 I tend toward pessimism but. frequent earnings blow ups suggest low appetite for risk. $tlt looks like it w"
X Link 2026-02-11T11:17Z [----] followers, [--] engagements

"Stock split wouldn't change things. Only way to increase liquidity is through dilution. If it's too illiquid then it may scare away institutional managers-many of which won't touch it if spreads are .25% or higher. This is a golden time to invest the cash in M&A. I'd rather them do a dividend than repurchases and I hate dividends"
X Link 2026-02-11T21:35Z [----] followers, [--] engagements

"Okay now by EBITDA margins. $GPW $JSE $LSEG $OTCM $NDAQ and $EXAE all below 40%. Perhaps its just accounting/data discrepancies. Or perhaps these companies can charge more/add new verticals🧐 Publicly traded global exchanges. What am I missing (Ideally tradeable on IBKR) https://t.co/Vk8Hr6Nw81 Publicly traded global exchanges. What am I missing (Ideally tradeable on IBKR) https://t.co/Vk8Hr6Nw81"
X Link 2025-06-07T13:56Z [----] followers, [----] engagements

"@ReturnsJourney Pricemart $psmt Pluxee Belfuse $belfb Unicharm $8113.T Obayashi $1802.T I think I could come up with a lot of these after some though. http://plx.pa http://plx.pa"
X Link 2025-08-27T18:14Z [----] followers, [----] engagements

"YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges https://t.co/TW4g9qHFog YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -8% No Hedges https://t.co/TW4g9qHFog"
X Link 2025-09-30T20:05Z [----] followers, 42.9K engagements

"Anyone hold Israeli securities in their @IBKR account My $sofw position often shows wildly inaccurate figures distorting net liq value and PnL. Sometimes the entire gain is missing. Today I'm showing a large unrealized gain but a huge realized loss. (I've never sold shares) WTF https://twitter.com/i/web/status/2003502541766836506 https://twitter.com/i/web/status/2003502541766836506"
X Link 2025-12-23T16:26Z [----] followers, [----] engagements

"2025 YTD/Q4: +42.5% Long: $se $4527.T $nu $meta $nesn.sw $dlo $sofw.ta $novo.co $6622.T $adyey $adp $cp $wmmvy $oscr $grab $lacomer.mx Cash: -1% No hedges YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges https://t.co/mL3cosOtxX YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -16% No Hedges https://t.co/mL3cosOtxX"
X Link 2025-12-31T21:07Z [----] followers, 23.1K engagements

"Drill Ship Building is not for the faint of heart. Brutal. $5E2.SI"
X Link 2026-01-05T23:23Z [----] followers, [----] engagements

"Hermes: moat confirmed One of just two retail names on my Irreplaceable Business list. My buy price for $rms.pa is [----]. Vietnamese property tycoon Truong My Lan pleaded with the court to let her keep two Hermes Birkin Himalaya handbags after she was convicted of embezzling more than $12 billion https://t.co/x8onxMqi35 Vietnamese property tycoon Truong My Lan pleaded with the court to let her keep two Hermes Birkin Himalaya handbags after she was convicted of embezzling more than $12 billion https://t.co/x8onxMqi35"
X Link 2026-01-29T12:45Z [----] followers, 13.2K engagements

"Staples Campbell's $cpb General Mills $gis JB Sanfillipo $jbss Pepsi $pep Glasshouse $glasf All up 3% or more today"
X Link 2026-01-30T20:53Z [----] followers, [----] engagements

"My rule of thumb for SaaS stocks rn: If you have to subtract SBC it's probably too expensive. If you have to reduce sharecount by SBC then it could be a good opportunity. Reasons: Mature vs Young biz/ Analyst generally ignore repurchased SBC but not dilution"
X Link 2026-02-01T14:40Z [----] followers, [----] engagements

"Every corner of the US market is expensive right now. Surprisingly some Mag-7 names may offer the best value. But they're probably over-earning"
X Link 2026-02-02T01:23Z [----] followers, [----] engagements

"Payments food products and SAAS are all hated. Some value showing up there. But broadly things are down and still wicked expensive. Even $wdfc is trading at 5x sales"
X Link 2026-02-02T01:52Z [----] followers, [----] engagements

"Everybody wants a concentrated portfolio until their portfolio is cut in half while the market is near ATHs"
X Link 2026-02-04T09:56Z [----] followers, 98.6K engagements

"@ReturnsJourney Valuation was stretched. Then vibes. Now AI agents will send it to zero"
X Link 2026-02-04T15:18Z [----] followers, [----] engagements

"Potentially Irreplaceable Tourist Assets. Added some new ones. Some illiquid names. Some have poor unit economics. Most are richly valued currently"
X Link 2026-02-05T11:30Z [----] followers, 10.1K engagements

"Coupang has to be a buy here. $cpng"
X Link 2026-02-05T15:17Z [----] followers, [----] engagements

"@AdamB1438 Must be a major downturn to warrant speculating on an empty asset. A run of the mill dip isn't good enough imo. Recent major declineS were 80% and 77%. So below $30k currently. And I'd probably buy $crcl as a proxy instead"
X Link 2026-02-06T10:31Z [----] followers, [---] engagements

"Double of Softwave. $sofw.ta Actually added on the way up. Thanks @david_katunaric Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can give the machine away. Seems Hate the space. Lost money in $inmd. ChatGPT suggest there are [-----] US Medspas offering face firming. If 10% used this product and spent $200 per treatment 3x daily [---] days a year then that is 150mm in revenue. Margins will be huge. They can"
X Link 2026-02-10T13:49Z [----] followers, [----] engagements

"@jarad1821 I tend toward pessimism but. frequent earnings blow ups suggest low appetite for risk. $tlt looks like it wants to break out $mags not moving despite killer earnings $qqq Monthly Macd & Rsi $qqq look tippy. I added some $tlt and reloaded some hedges"
X Link 2026-02-10T17:18Z [----] followers, [----] engagements

"@dantor001 @BondKingJanusH1 Look at the spreads. They're already high at .5% or so. There is no company on earth as large as CSU is with so few shares"
X Link 2026-02-13T11:35Z [----] followers, [--] engagements

"There is a dude on here that has been betting HUGE on $sphr via Calls all the way up for months. Meanwhile stock has doubled since I decided to 'wait for a pullback'. (As my portfolio hangs on for dear life.) See my quoted Xeet. https://twitter.com/i/web/status/2022275874461040875 https://twitter.com/i/web/status/2022275874461040875"
X Link 2026-02-13T11:45Z [----] followers, [----] engagements

""Inveterate Dip Buyer upset that Momentum actually works" There is a dude on here that has been betting HUGE on $sphr via Calls all the way up for months. Meanwhile stock has doubled since I decided to 'wait for a pullback'. (As my portfolio hangs on for dear life.) See my quoted Xeet. https://t.co/blHhZqOeSH There is a dude on here that has been betting HUGE on $sphr via Calls all the way up for months. Meanwhile stock has doubled since I decided to 'wait for a pullback'. (As my portfolio hangs on for dear life.) See my quoted Xeet. https://t.co/blHhZqOeSH"
X Link 2026-02-13T11:46Z [----] followers, [----] engagements

"No. its the same dollar amount buying. Only way is through dilution (which we obviously don't want) But Im looking at $fico this morning and its a similar set up and they are buying back shares. So perhaps Im wrong. At my current employer we can't place block trades for stocks with 0.75% spreads or greater https://twitter.com/i/web/status/2022279219154161765 https://twitter.com/i/web/status/2022279219154161765"
X Link 2026-02-13T11:58Z [----] followers, [--] engagements

"I don't think any of us are emotionally ready for a 30% $kweb bounce"
X Link 2026-02-13T12:14Z [----] followers, [----] engagements

"@valuations_ I've researched the company. But I hate that I am such a luddite boomer that I can't quite understand the biz Its not a scrolling normal social media app. You text a photo with a cute filter and then it disappears"
X Link 2026-02-13T12:18Z [----] followers, [----] engagements

"Busy with work today. Missing out on all the fun. $cpng limit order filled. And I snuck in $payc just before the close while using the bathroom. Not married to either if things get ugly"
X Link 2026-02-05T21:33Z [----] followers, [----] engagements

"@finphysnerd @AdamB1438 Haven't looked too closely . but seems like a pretty close proxy. But with a long shot call option that the circle Internet business actually becomes something on its own one day. I also don't think I can buy BTC in my IBKR account"
X Link 2026-02-06T14:14Z [----] followers, [--] engagements

"$adyen "Blood in the streets even when it is your own blood" Good entry here imo"
X Link 2026-02-12T09:12Z [----] followers, [----] engagements

"@valuations_ I'm most curious to know how you voted. You've been on the right side of everything lately"
X Link 2026-02-13T12:38Z [----] followers, [---] engagements

"@k3ithmccullough That is the big question. So far investments in AI don't appear to be resulting in an explosion in new revenue. Also we have to ask is this investment really to increase competitive edge or simply maintain it. Lots of new threats emerging with AI"
X Link 2026-02-15T14:48Z [----] followers, [---] engagements

"@k3ithmccullough Makes sense to me. What would be a fair revenue multiple and OCF margin under your bull case"
X Link 2026-02-15T14:54Z [----] followers, [--] engagements

"New Global Ex-US Growth ETF from Alliance Bernstein: $iggy A bit too much Chinese exposure for my taste but generally like the portfolio. Might pair well with the more industrial/finance heavy EAFE and MSCI EM"
X Link 2025-11-19T11:00Z [----] followers, [----] engagements

"RT @breadcrumbsre: 2000: tech blowing up. best oppos in commodities and financials 2008: financials blowing up. best oppos in tech 2014: en"
X Link 2026-02-05T12:44Z [----] followers, [--] engagements

"@value_invest12 I have a lot of holdings that have run up quite a bit. I don't expect much from them next year. Here are some random global companies that I think will do very well in 24': $Inmd (long) $Se (long) $Tep.pa $Hsy $Wac.f $Rprx $rock.b $trmb"
X Link 2023-12-22T19:59Z [----] followers, [----] engagements

"Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick shout-out to @Starlink and @Cerveza_Gallo for making this possible"
X Link 2023-12-28T23:16Z [----] followers, [----] engagements

"Okay its done. stock is pretty illiquid so I want to be careful here. If you would like the link to the PDF then shoot me a DM and I'll send it to you. I'm long but happy to be talked out of it. Please share your thoughts if you read it. Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick shout-out to @Starlink and @Cerveza_Gallo for making this possible. https://t.co/KMJkw3oJ72 Live from the villa in Guatemala. Putting the finishing touches on my $tdcx Deep Dive (version 3). Part I of Thesis attached. Quick"
X Link 2023-12-30T00:35Z [----] followers, [----] engagements

"Teleperformance: My thesis is simple: 64% of revenue is from service calls. If a customer is upset you don't risk making things worse by referring them to a computer. Not Yet. Will go long $tep.pa via $tlpfy at the open. You are all invited to my funeral"
X Link 2024-03-12T09:47Z [----] followers, [----] engagements

"Sick in Quebec City the past couple of days. still enjoyed the trip. Thank God Poutine is medicinal. Anyway decided to pass on the nano-cap for now. Enjoyed learning about this company and will be rooting for them. Write up link below. Good luck securing shares😂 $dtrl This nano cap has me excited this weekend. They're growing (new acquisition last month) are expanding sales team have macro tail winds never diluted w/ tons of cash super illiquid no debt. And by God the dividend check is mailed with the shareholder letter 😂 https://t.co/DrgfQ4sINb This nano cap has me excited this weekend."
X Link 2024-03-27T00:35Z [----] followers, [----] engagements

"I'm sure Twitter is using AI to filter out 99% of this garbage. But will they ever filter out 100% of it The 'last mile' is always the most difficult. This is why I think CX companies like $tep.pa and others are still relevant. For a while longer. SOMEONE TELL ELON TO PLEASE FIX THIS https://t.co/wiXWw9WkR2 SOMEONE TELL ELON TO PLEASE FIX THIS https://t.co/wiXWw9WkR2"
X Link 2024-04-04T12:08Z [----] followers, [----] engagements

"Rectitude Holdings $rect $49mm mrkt cap. Just IPOd Safety shoe/equipment/clothing supplier/distributor. Industry growth CAGR: 7-8%. They will use proceeds to expand product line enter new markets. Little debt. Trading 15x earnings. 80% insider ownership"
X Link 2024-07-09T11:16Z [----] followers, [----] engagements

"Mazda $7261.T After falling nearly 17% last night the company is trading at a P/E of just 3x"
X Link 2024-08-05T11:49Z [----] followers, [----] engagements

"European/UK Consumer Staples like $deo $ri.pa and $nesn.sw are experiencing their worst drawdowns since [----]. I've outlined some reasons for this below. I'll leave it up to you to decide whether these obstacles are surmountable. [--]. Consumer is maxed out: These are low-growth companies who depend upon incremental price increases each year. After a sharp rise in prices since [----] the consumer simply cannot absorb any more price inflation. Sales may need to remain flat/discounted for several more quarters until the consumer can 'catch-up'. [--]. CAPEX and Buy-backs: Covid resulted in enormous"
X Link 2024-11-19T11:47Z [----] followers, [----] engagements

"Revisiting $el numbers. Looking further ahead to a normalized pricing environment I think margins could improve to 11% and possibly as high as 12.5%. I've added $el to the portfolio. $el's gross margins have suffered. Price increases exceeded inflation➡sales declined➡inventory piled up➡cut prices. They're working on it with the "PRGP" but a weak China is preventing progress. If PRGP is successful GMs could improve to 76% w/ SG&A savings of 3%. 1/ https://t.co/1gCvyf9Pjo $el's gross margins have suffered. Price increases exceeded inflation➡sales declined➡inventory piled up➡cut prices. They're"
X Link 2024-11-22T16:09Z [----] followers, [----] engagements

"Just added a wee bit more. [---] shares total. 10% of Portfolio is now cosmetics. Will hopefully be 12% if my limit order for $nesn.sw ever fires off"
X Link 2024-11-22T16:57Z [----] followers, [---] engagements

"I estimate that Nestle $nesn.sw is undervalued by 30%. This assumes that they sell their stake in $or.pa and use net proceeds to repurchase 300mm shares. (Potential near-term catalyst). Lots to like but it only clears my hurdle rate if stock price falls to $66-68 CHF. Will sell my stake at open and monitor. https://twitter.com/i/web/status/1861757232985084246 https://twitter.com/i/web/status/1861757232985084246"
X Link 2024-11-27T13:01Z [----] followers, [----] engagements

"Rectitude Holdings I'm quietly up 25% as the Board votes to change ticker from $rect to $erect given price action. Sure it's probably just the bid-ask spread. And yea I know they haven't released a 10Q/6K in [--] months and they're probably a fraud. But a win is a win"
X Link 2024-11-27T16:13Z [----] followers, [----] engagements

"During my brief hiatus Rectitude Holdings ( $rect) 2X'd since my purchase in July. It has all the making of a great little company. But given recent Hindenburg reports of Asian IPO pump and dumps I decided not to take any chances and sold for around an 80% gain. Rectitude Holdings $rect $49mm mrkt cap. Just IPOd Safety shoe/equipment/clothing supplier/distributor. Industry growth CAGR: 7-8%. They will use proceeds to expand product line enter new markets. Little debt. Trading 15x earnings. 80% insider ownership. Rectitude Holdings $rect $49mm mrkt cap. Just IPOd Safety shoe/equipment/clothing"
X Link 2024-12-17T10:48Z [----] followers, [----] engagements

"Four companies I own due to potential catalysts. $deo headlines out today. [--]. Luckin $Lkncy: the dissolution of Cotti Coffee and the end of the coffee price war. [--]. Nestl $nesn.sw: the sale of large stake in L'Oreal and use proceeds to repurchase 300mm shares. [--]. Diageo $deo: the sale of Guinness as part of premiumization trend and higher margins. Proceeds could repurchase 10% of shares out or for M&A. [--]. LP $lpx: the [--] year patent on Huber Zip sheathing expiring allowing LP to take markets share and expand margins in an otherwise commoditized OSB market."
X Link 2025-01-24T14:54Z [----] followers, [----] engagements

"3 Banger on $hims (pre-market) Nice move in $adyen and $nesn.sw today too. [--] Bagger on $hims in [--] months 😏 (Would be a 4+ Bagger if Fintwit hadn't talked me out of my entry a year ago.) Anyway it's now a meme stock so it will almost surely 💩 the bed bigly by next week. https://t.co/yzn07M5gNT [--] Bagger on $hims in [--] months 😏 (Would be a 4+ Bagger if Fintwit hadn't talked me out of my entry a year ago.) Anyway it's now a meme stock so it will almost surely 💩 the bed bigly by next week. https://t.co/yzn07M5gNT"
X Link 2025-02-13T13:07Z [----] followers, [----] engagements

"@jupiters_string Tis the question Probably $elf and $rmyy"
X Link 2025-03-05T20:15Z [----] followers, [---] engagements

"There are no winners in a trade war. Except for those that make coffee chocolate milk and pet food. $nesn.sw"
X Link 2025-03-31T10:35Z [----] followers, [----] engagements

"$nesn.sw vs $nsrgy I shed all of my US holdings in February except for $axp (but hedged it). At some point (hopefully) both $dxy and $spy will be wicked cheap and it will be time for the ole' Reverso"
X Link 2025-04-11T13:44Z [----] followers, [----] engagements

"American Zoomers are enduring high unemployment and high inflation. Meanwhile career disruption beckons thanks to AI. We tend to associate asset bubbles w/ 'irrational exuberance'. But history is more nuanced: some bubbles are built on fatalism and hopelessness. Tulip Mania might never have happened without The Plague. "If I'm going to die next week by bleeding out of my face then I might as well bet it all on these Semper Augustus seed futures." After World War [--] The Weimar Republic was fraught with underground casinos horse betting and speculators risking it all on lottery tickets. Life was"
X Link 2025-07-18T00:34Z [----] followers, 10.9K engagements

"@ChudCap I'm long sofwave $sofw.ta Different category"
X Link 2025-07-25T22:22Z [----] followers, [---] engagements

"People already taking profits on Sofwave"
X Link 2025-08-06T12:11Z [----] followers, [----] engagements

"@finphysnerd @ClarkSquareCap $nesn.sw has held their stake since the 1970s. It may be a while (though they only get a 1% dividend or so). Suspect they would exit slowly so as not to rock the boat. Not sure though"
X Link 2025-08-27T15:29Z [----] followers, [---] engagements

"Has there ever been an "arms race" of any sort that didn't lead to a surplus Perhaps one day soon we'll hail $aapl as the lone voice of reason amongst the Mag-7. Much like Toyota amidst the EV race"
X Link 2025-10-28T15:58Z [----] followers, [----] engagements

"@SimeonResearch_ @IBKR Thank you Simeon Glad it's not just me"
X Link 2025-12-23T19:05Z [----] followers, [---] engagements

"Anyone have informed thoughts on investing in the UAE as an American Chat GPT's outline:"
X Link 2026-01-28T12:17Z [----] followers, [----] engagements

"RT @Tintincapital: Has there ever been an "arms race" of any sort that didn't lead to a surplus Perhaps one day soon we'll hail $aapl as"
X Link 2026-02-06T13:20Z [----] followers, [--] engagements

"Developed Markets: My favorite Dev Market at the moment is Singapore. No tax on dividends the annual reports are in English and usually less than [---] pages. Oh and Singapore is left for dead. Check out 10yr Total Return for $EWS: 2/"
X Link 2024-04-03T12:20Z [----] followers, [---] engagements

"This is the basis for my "Spirits have Bottomed" post. If non-whiskey/bourbon spirits recover here then $rco.pa should lead them out. Check out MACD on the 1M right now (see below). Also appears that $cpri is forming a base. It's the economy/supply glut. Not GLP1s. IMHO. Remy Cointreau $RCO.PA Nice base building https://t.co/11wgwNQfBZ Remy Cointreau $RCO.PA Nice base building https://t.co/11wgwNQfBZ"
X Link 2025-06-06T18:00Z [----] followers, [----] engagements

"France also looks interesting but tax on dividends is brutal and the annual reports are tiring Nevertheless Edenred $eden.pa Sanofi $sny Pluxee Pernod Ricard $ri.pa and (gasp) Teleperformance $tep.pa all look really attractive & honorable mentions: $mele $rhhby end"
X Link 2024-04-03T12:20Z [----] followers, [---] engagements

"Pluxee $plx.pa has great metrics. But their moat is their 'ecosystem/network'. Employers buy credits from Plx. Employees use credits at a network merchant. Plx reimburses the merchant. Why is a network needed Why can't $ma disrupt this overnight with a pre-paid meal card"
X Link 2024-07-12T11:38Z [----] followers, [----] engagements

"Japanese companies are hilarious. Check out the description for Sojitz Corp $2768.T Yes this is all for one company 😂"
X Link 2024-08-05T02:02Z [----] followers, [---] engagements

"@JohnDoeKnowsGuy I also like eye care and entrenched skin care. Hence my large position in Rohto. Speaking of skincare you get $or.pa with Nestle too"
X Link 2025-12-30T13:48Z [----] followers, [---] engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

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