@abroninvestor Andrew Brown Dynastic Investor ๐ฆ๐บ๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ
Andrew Brown Dynastic Investor ๐ฆ๐บ๐ด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ posts on X about $halas, investment, $uhrsw, $bolpa the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -49%
- [--] Month [-------] +1,166%
- [--] Months [-------] +221%
- [--] Year [-------] -12%
Mentions: [--] #
- [--] Week [--] -1.80%
- [--] Month [---] -26%
- [--] Months [---] -17%
- [--] Year [---] +3.60%
Followers: [-----] #
- [--] Week [-----] +0.40%
- [--] Month [-----] +0.68%
- [--] Months [-----] +3.40%
- [--] Year [-----] +9%
CreatorRank: [---------] #
Social Influence
Social category influence finance 100% stocks 15.23% countries 7.28% premier league 5.96% travel destinations 5.3% automotive brands 2.65% cryptocurrencies 1.99% luxury brands 1.99% champions league 0.66% bundesliga 0.66%
Social topic influence $halas #1, investment 4.64%, $uhrsw #1, $bolpa 3.97%, $diebr #2, debt 3.31%, $catax #1, $exoas #25, $manu 2.65%, australia 2.65%
Top accounts mentioned or mentioned by @manutd @east72dynasty @ianslaterphoto1 @equitymates @tommyr345 @cpfc @uvshares @lorenzswen @sufcofficial @spursofficial @foxcastlehold @alexsundich @geoffwilsonwam @rothetob @albomp @hltco @mikefritzell @jjs24jjs @gwinvestors @valuewolf
Top assets mentioned MANCHESTER UNITED PLC (MANU) Virtu Financial, Inc. Class A (VIRT) Atlassian Corporation PLC (TEAM) Ferrari N.V. (RACE) Nelnet, Inc. Class A (NNI) Carlyle Group, Inc. (CG) News Corp Class B (NWS) Deckers Outdoor, Corp. (DECK) Strategy (MSTR) Seadrill Limited (SDRL)
Top Social Posts
Top posts by engagements in the last [--] hours
"No positive alcohol signs on the horizon just yet $TFF.PA $TWE.AX $DGE.L https://www.tff-group.com/sites/default/files/fichier/202601/en-tff-pressrelease-rs-2025-2026.pdf https://www.tff-group.com/sites/default/files/fichier/202601/en-tff-pressrelease-rs-2025-2026.pdf"
X Link 2026-01-11T23:35Z [----] followers, [----] engagements
"PS Harajuku Swatch $UHR.SW had MoonSwatches yesterday (5 of [--] models including Saturn but not Jupiter or Neptune). Best "arbitrage" was Nikka Single Malt Miyagikyo at [----] from "organic" shop at Shimo-Kitazawa metro versus [-----] at airport duty free & A$155 (14000) here"
X Link 2023-04-17T06:34Z [----] followers, [----] engagements
"$UHR.SW Swatch not dead yet - people forget the "tech" let alone the property portfolio https://www.handelszeitung.ch/bilanz/watches/die-power-zentrale-die-keiner-sieht-833189utm_source=Handelszeitung+Newsletter&utm_campaign=8e988e24a5-EMAIL_CAMPAIGN_2025_06_16_10_02_HZ_Lunch_Topics&utm_medium=email&utm_term=0_c1505081ea-8e988e24a5-246778484 https://www.handelszeitung.ch/bilanz/watches/die-power-zentrale-die-keiner-sieht-833189utm_source=Handelszeitung+Newsletter&utm_campaign=8e988e24a5-EMAIL_CAMPAIGN_2025_06_16_10_02_HZ_Lunch_Topics&utm_medium=email&utm_term=0_c1505081ea-8e988e24a5-246778484"
X Link 2025-06-16T10:03Z [----] followers, [----] engagements
"Worth a look as to the LONG TERM decline in Swatch $UHR.SW - I have attached [--] years of consolidated figures which support @GWInvestors viewpoint regarding stagnant sales massive inventory etc. Here's the presentation on the proposals that GW put together https://t.co/1JXghjqoqC Here's the presentation on the proposals that GW put together https://t.co/1JXghjqoqC"
X Link 2025-11-24T21:31Z [----] followers, [----] engagements
"So far so good. @EquityMates Bold Predictions VII"
X Link 2026-02-10T22:05Z [----] followers, [---] engagements
"@ValueWolf Past or present in $BOL.PA $HAN.L $ELF.TO $MANU $PAH3.DE $WWI.OS -gave up on the Wilhelmsen family though (but stuck with the Glazers.๐ฑ๐ค๐ค"
X Link 2023-07-02T02:05Z [----] followers, [----] engagements
"$DIE.BR transaction between Belron holders - makes D'Ieteren look very cheap cf our breakout at end September"
X Link 2024-10-31T08:49Z [----] followers, [----] engagements
"$XRO.AX Lady. I don't care about your "journey". I use your very good software to keep my books not do volunteer week. But you never fail to jam the price up 8% per annum & have a bigger pay cheque for yourself. Maybe don't send the self righteous ๐ฉ to clients because folks like me see right through it. Leave you all to mull what it means for stock ownership. https://twitter.com/i/web/status/1866643259117932694 https://twitter.com/i/web/status/1866643259117932694"
X Link 2024-12-11T00:36Z [----] followers, [----] engagements
"$0142.HK noodles & infrastructure [--] week high Complex but still cheap"
X Link 2025-03-13T03:02Z [----] followers, [----] engagements
"$HAL.AS $VPK.AS Pending IPO of Aegis Terminal in India. VPK owns 47.4% falling to 42.1%. Will value residual holding at 1112million cf VPK market cap of 4.6billion but VPK taking no equity off table it appears. You have to delve very deep in VPK annual report to find a mention. Carrying value of JV/associate is miniscule. $HAL.AS own 52% of VPK. VPK P/E 13x. Acknowledge its financial engineering but allied to more transparent disclosure in HAL annual report maybe the "international men of mystery" are getting a message."
X Link 2025-05-25T04:54Z [----] followers, [----] engagements
"There is much activity in the $BOL.PA galaxy at present after some hurried decision making backfired (the structure of the $VIV.PA split). Now the AMF has changed its mind after the event (Bollor did control VIV apparently) together with extreme stinginess on the Rivaud takeouts. Plus a gut feel that $UMG.AS may be perceived by the group as well priced. If your head is spinning may I commend two substacks: @graoully_1774 (Graoully on substack) explaining the $VIV.PA situation with great clarity and @FoxCastlehold (substack French Hidden Champions) on the numerous self control loops in the"
X Link 2025-07-22T22:45Z [----] followers, [----] engagements
"$HAL.AS - a lot of one off benefits in the numbers but Boskalis is running hard & ditching the Aussie towage business. Big 33% gain in $SBMO.AS and 38% in $TE.PA helping NAV to grow + the $VPK.AS initiatives. Shares +5% The vd Vorms aren't dead - they were just sleeping. Long https://twitter.com/i/web/status/1961430087573897403 https://twitter.com/i/web/status/1961430087573897403"
X Link 2025-08-29T14:05Z [----] followers, [----] engagements
"$HAL.AS The German prothesis manufacturer Ottobock is listing to help repay Carlyle Group $CG and others loan to Nader Holding the private parent company (believe $MQG.AX involved here too) of 1.1billion (PIK) drawn in [----] to buy back 20% of Ottobock from $EQT.ST about 582m pre fees going to Nader. Assuming no debt in Ottobock (NOT THE CASE - no financials for Ottobock SE & Co. KGaA filed since 2021) so we have to await the prospectus for an EV/EBITDA figure. But it will be a minimum 12.5x . $HAL.AS carry their 53.1% of Auxilium (about a quarter the size) at EV/EBITDA of 3.9x - just a minor"
X Link 2025-09-29T07:28Z [----] followers, [----] engagements
"Might be time for a re-read in light of the very recent demise of one of the central characters. The old Bank Leumi accounts"
X Link 2025-11-11T01:19Z [----] followers, [----] engagements
"$LLC.AX Solved it in three seconds. Don't buy at the top and sell at the bottom don't pay your staff egregious remuneration and don't ignore your shareholders with conceit about "we know best". For a sub A$4bn market cap company Mr Lombardo's daily routine and planning garner a large and ongoing amount of @FinancialReview newsprint. https://twitter.com/i/web/status/1988729925189398915 https://twitter.com/i/web/status/1988729925189398915"
X Link 2025-11-12T22:05Z [----] followers, [----] engagements
"$NWS Great analogy from $AGT.L in their latest monthly "more like the Russian Revolution of [----] than 1917.""
X Link 2025-11-14T04:01Z [----] followers, [----] engagements
"$BOL.PA $VIV.PA Seriously Ms Bernal - the European Court of Human Rights You hardly own any shares"
X Link 2025-11-19T13:21Z [----] followers, [----] engagements
"The $TWE.AX acquisition of DAOU two years ago for A$1.5billion looked like utter folly. And so it has proved. This BS about "drinking less but better" and "premiumisation". @TWE_Global upper end range is completely overpriced for what it is so its uncompetitive. Maybe people just drink less full stop and its only the aging boomer market holding things up outside of China (no state sponsored freebies any more) What multiple do you give to a 70year old alcoholic https://twitter.com/i/web/status/2001078541660905631 https://twitter.com/i/web/status/2001078541660905631"
X Link 2025-12-16T23:54Z [----] followers, [----] engagements
"The @East72Dynasty [--] December [----] Quarterly now available. Discusses $HAN.L $DIE.BR and $AVAP.L and our enthusiasm about the market environment for our style and process. https://east72.com.au/wp-content/uploads/2026/01/E72DT-Quarterly-Report-December-2025.pdf https://east72.com.au/wp-content/uploads/2026/01/E72DT-Quarterly-Report-December-2025.pdf"
X Link 2026-01-05T23:45Z [----] followers, [----] engagements
"@EquityMates Bold Prediction#13 off to a good start. "38:43 #13: Beaten-up apparel brands bounce back" "What's your favourite Deckers." $DECK DYOR https://equitymates.com/episode/14-bold-predictions-with-andrew-brown/ https://equitymates.com/episode/14-bold-predictions-with-andrew-brown/"
X Link 2026-01-29T22:13Z [----] followers, [---] engagements
"$VIRT Q4 result biggest ANTI/day since Q1 [----] at $9.7million. FY25 adj EPS $5.73. The shifts since change of CEO in July are DRAMATIC. Buyback โ Capital deployment โ
which makes sense at 100% ROIC increments. So now about growth and catching up with the unlisted cohort 1/4 ๐งต"
X Link 2026-01-30T02:24Z [----] followers, [---] engagements
"Mrs. Abron - who is more constructive about property than @abroninvestor summed up @RBAInfo interest rate rise whilst watching the hysteria on @9NewsAUS last night: "you'd think the world was ending. If you can't afford an extra $150 a month why have you borrowed $1million""
X Link 2026-02-03T20:08Z [----] followers, [----] engagements
"The Athletic stole my line: @CPFC meets @nyjets"
X Link 2026-02-03T20:30Z [----] followers, [---] engagements
"@tommyr345 @CPFC You must be worth at least 15mill Tom"
X Link 2026-02-04T05:27Z [----] followers, [---] engagements
"Delighted my decision to avoid the repulsive toady Bezos @washingtonpost in favour of @nytimes has unfortunately been totally justified by todays events"
X Link 2026-02-04T20:42Z [----] followers, [----] engagements
"Very clear that $TEAM built a business with great products but for no real financial reward were it not for crazy stockmarket valuations. Free cash flow is solely from stock issuance - accumulated GAAP losses $4.8billion"
X Link 2026-02-05T22:07Z [----] followers, [----] engagements
"IMHO I don't think I've read such a tricked up screaming pile of excrement as $MSTR presso trying to make issuing common & preferred stock to buy BTC look in some way sophisticated. IMHO at least a 3-way ponzi. Must be a screaming buy at $105 according to these "experts""
X Link 2026-02-05T23:49Z [----] followers, [----] engagements
"Always good ideas for the value investor in this UK trust I obviously concur on $DIE.BR https://www.assetvalueinvestors.com/content/uploads/2026/02/AGT-Newsletter-JAN-2026.pdf https://www.assetvalueinvestors.com/content/uploads/2026/02/AGT-Newsletter-JAN-2026.pdf"
X Link 2026-02-10T22:36Z [----] followers, [----] engagements
"$CAT.AX this is three months old but a bit obscure for Australian investors and not many hits so far - a lengthy interview with COO of @hudl which should show you the massive difference between the Lincoln NE company and Catapult https://www.youtube.com/watchv=CNU8qbhIp5s&t=2593s https://www.youtube.com/watchv=CNU8qbhIp5s&t=2593s"
X Link 2026-02-10T23:03Z [----] followers, [----] engagements
"Great call by @uv_shares @lorenz_swen on $SDR.L takes one to know another perhaps"
X Link 2026-02-13T05:48Z [----] followers, [---] engagements
"My presentation on $HAL.AS from "Weird Sh*t Investing" conference in Hong Kong put on by @uv_shares @lorenz_swen is now on the @East72Dynasty website https://east72.com.au/wp-content/uploads/2025/07/WSI-June-2025.pdf https://east72.com.au/wp-content/uploads/2025/07/WSI-June-2025.pdf"
X Link 2025-07-04T08:32Z [----] followers, 21.7K engagements
"The @East72Dynasty quarterly report to September is now out. Comments on $BOL.PA a lengthy piece on $EXO.AS and a more optimistic take on $UHR.SW plus the very definition of a value trap: $MANU https://east72.com.au/wp-content/uploads/2025/10/E72DT-Quarterly-Report-September-2025.pdf https://east72.com.au/wp-content/uploads/2025/10/E72DT-Quarterly-Report-September-2025.pdf"
X Link 2025-10-05T23:39Z [----] followers, [----] engagements
"$RACE $EXO.AS dont want to be paying Horner with my $ John thank you very much. @IanSlaterPhoto1 ๐จ Sky Sport Italy reports that rumors about Horner are completely unfounded with sources denying any talks between him and John Elkann. Elkann instead has shown full confidence in Vasseurs leadership and reaffirmed his commitment to ensuring continuity within the Ferrari https://t.co/pG85zBKXGr ๐จ Sky Sport Italy reports that rumors about Horner are completely unfounded with sources denying any talks between him and John Elkann. Elkann instead has shown full confidence in Vasseurs leadership and"
X Link 2025-10-17T08:51Z [----] followers, [----] engagements
"I did two presentations to the excellent Passive Investor Event in Dallas yesterday - the first being on Avolta ( $AVOL.SW ) they are 20minute slots so its not an Ackman style 100page magnum opus. https://east72.com.au/wp-content/uploads/2025/10/Dallas-stock-presentation-October-2025.pdf https://east72.com.au/wp-content/uploads/2025/10/Dallas-stock-presentation-October-2025.pdf"
X Link 2025-10-25T08:43Z [----] followers, [----] engagements
"$EXO.AS Mr Anderson is (of course) the Lingotto Managing Partner. I will be amazed if @JamTarts don't win SPL this year even though its early stages. https://www.theguardian.com/football/2025/oct/25/full-bloom-hearts-ride-to-the-top-off-investment-and-analytics https://www.theguardian.com/football/2025/oct/25/full-bloom-hearts-ride-to-the-top-off-investment-and-analytics"
X Link 2025-10-25T08:54Z [----] followers, [----] engagements
"I appeared earlier this week on a pod by "Poor Millionaires" interviewed by James Faulkner talking about the lessons from $EXO.As $DIE.BR and $RBT.PA as dynasties. Enjoy https://www.youtube.com/watchv=_HeBzOICK94 https://www.youtube.com/watchv=_HeBzOICK94"
X Link 2025-11-20T09:06Z [----] followers, [----] engagements
"Why would you think value is locked by the owners in either $AVAP.L or $BOL.PA The evidence in my view suggests otherwise. I would suggest market impatience and (hubristic) errors in the case of Bollor over the past [--] months to be bigger issues. Please remember ensuring I avoid value traps is a key risk mechanism. https://twitter.com/i/web/status/2009411297700683849 https://twitter.com/i/web/status/2009411297700683849"
X Link 2026-01-08T23:46Z [----] followers, [---] engagements
""We thought you were dead" โฐIn the world of "conglomerates" all of a sudden $0001.HK +23% $DIE.BR +25% and $BAIN.PA +26% this month/YTD plus $ODET.PA buying back $BOL.PA shares like they are going out of fashion. It's earlier days then the reign of Michael Carrick but its just as encouraging. We hope. https://twitter.com/i/web/status/2015984090642784326 https://twitter.com/i/web/status/2015984090642784326"
X Link 2026-01-27T03:03Z [----] followers, [----] engagements
"The level of sell side analysis of $UHR.SW is absolutely pitiful. Really awful. "Have much gold do you have" "What was January like " No wonder Nick Hayek goes off his trolley (though not today) - no questions about sales strategies branding changes new markets"
X Link 2026-01-30T14:43Z [----] followers, [----] engagements
"As a guide of the $175m "win" in Victoria legal fees ate $21m and Gordon Legal and Hayden Stephens were paid $17.5m to "administer the settlement" So the lawyers got about $39million of the total $175million payout. No altruism here https://www.smh.com.au/national/nsw/treated-like-slaves-junior-doctors-class-action-against-st-vincent-s-hospital-20260130-p5nyb4.html https://www.smh.com.au/national/nsw/treated-like-slaves-junior-doctors-class-action-against-st-vincent-s-hospital-20260130-p5nyb4.html"
X Link 2026-02-04T21:51Z [----] followers, [---] engagements
"In the latest six months $TEAM OCF excluding SBC was negative half a billion over twice the pcp . How long will folks there accept SBC I wonder before they want cash or exit Cash net of debt below $200m. While DBJ talks stock buybacks in his rather wacko shareholder letter"
X Link 2026-02-05T22:04Z [----] followers, [----] engagements
"$EXO.AS (long) $JUVE.MI [----] a share bid for the team by Tether. Do they not do their history The Agnelli's will NEVER sell. (With Exor effectively ungeared by March its hardly a "test of resolve") But there is a genuine question about inviting co-investment (viz Apollo/Athletico Madrid). The problem at present is that with Juventus not going so well on the field its the wrong time to let someone else in the door (which would only be a minority anyway). IMHO all this football investment is real top of the market stuff. If you think it has further to go you might as well buy $MANU (no"
X Link 2025-12-12T23:08Z [----] followers, [----] engagements
"$DEME.BR $HAL.AS worth noting that the Belgian dredger Deme (a subsidiary of $ACKB.BR) has had a big 23% stock price move in January reflecting operating conditions. Bodes well for the secretive blokes from Rotterdam who announce their annual dividend tonight (but nothing else). https://twitter.com/i/web/status/2016691874468331727 https://twitter.com/i/web/status/2016691874468331727"
X Link 2026-01-29T01:56Z [----] followers, [----] engagements
"One of my @EquityMates "Bold Predictions" was more listed companies this year. This is an excellent article as to potentially why. Why Private Equity Is Suddenly Awash With Zombie Firms Hundreds of private equity firms are now drowning in a sea of competition searching for lifeboats of new capital as they cling to portfolios of nearly unsaleable investments. Meanwhile their investors are losing https://t.co/DFh57p6FQs Why Private Equity Is Suddenly Awash With Zombie Firms Hundreds of private equity firms are now drowning in a sea of competition searching for lifeboats of new capital as they"
X Link 2026-02-02T21:16Z [----] followers, [----] engagements
"$CAT.AX $NNI Streaming sports channels continue to grow and pay. But only for selected sports and the money is very much at the top end"
X Link 2026-02-03T00:03Z [----] followers, [----] engagements
"Madness. 48million for a striker who has scored ONCE in22 games this season. If i was a @CPFC fan I would be going nuts at how my club is being destroyed after its finest seasons"
X Link 2026-02-03T20:36Z [----] followers, [----] engagements
"Australian architects must have massive balloons for bladders because everything they design NEVER ever has adequate facilities - @AllianzStadium one of the worst is @AdelaideAirport where they are at extreme ends of domestic terminal"
X Link 2026-02-08T21:20Z [----] followers, [----] engagements
"Why does $CAT.AX and competitors chase football"
X Link 2026-02-09T11:13Z [----] followers, [----] engagements
"Seriously fascinating situation. Sell side analysis is pitiful. For CHF10bn equity cap you get CH2.7bn of pure gold 4bn of property 1.2bn of cash/secs so the finished inventory & brands & 1438store network arguably priced at CF2.1bn. Long The only thing you need to know: the most shorted stock in Europe. That says it all. $UHR.SW https://t.co/zc0c4NU09q The only thing you need to know: the most shorted stock in Europe. That says it all. $UHR.SW https://t.co/zc0c4NU09q"
X Link 2026-02-09T23:24Z [----] followers, 11K engagements
"$CAT.AX $NNI This is DOMESTIC rights. The story is (of course) global rights (and UEFA) which is where @premierleague kills it $CAT.AX has 80% of Bundesliga as clients"
X Link 2026-02-13T21:03Z [----] followers, [---] engagements
"couldn't have put it better myself As the egomaniacal hyperscaler CEO billionaires try to outdo each other in their wild capex spending race to attain the holy grail of "artificial general intelligence" (AGI -which is unlikely to occur anytime soon - if ever) they've caused severe shortages of many electronic As the egomaniacal hyperscaler CEO billionaires try to outdo each other in their wild capex spending race to attain the holy grail of "artificial general intelligence" (AGI -which is unlikely to occur anytime soon - if ever) they've caused severe shortages of many electronic"
X Link 2026-02-14T00:45Z [----] followers, [----] engagements
"Mr Wirecard (Dan McCrum) from the @FT is onto $BN"
X Link 2025-03-06T12:22Z [----] followers, [----] engagements
"$HAL.AS one of the great acquisitions. Boskalis at an effective P/E for the 50% they didn't own of 5.5x (plus it has net cash of over 500million. We reckon the v.d. Vorms are a lazy 4billion ahead on this one in a couple of years. https://boskalis.com/press/press-releases-and-company-news/record-breaking-boskalis-2024-annual-results-ebitda-eur-1-3-billion-and-net-profit-eur-781-million https://boskalis.com/press/press-releases-and-company-news/record-breaking-boskalis-2024-annual-results-ebitda-eur-1-3-billion-and-net-profit-eur-781-million"
X Link 2025-03-10T04:40Z [----] followers, [----] engagements
"Interesting choice of "standout" stock $KKR by Montaka Asset Mgt on their presentation on [--] February to $MFF.AX shareholders. Down 26% since. I admit to being left cold since the arguments were the same as 9years ago but the valuation metrics are waaaaaay higher and valuation didn't get a mention. The whole space suffering from tightening access to credit and equity markets to cash out on Joe Public. Opportunity at 40% off high Still too exxy https://announcements.asx.com.au/asxpdf/20250210/pdf/06fbw9t2jw74q0.pdf https://announcements.asx.com.au/asxpdf/20250210/pdf/06fbw9t2jw74q0.pdf"
X Link 2025-03-11T05:11Z [----] followers, [----] engagements
"Rather good points by Taoiseach Martin re $RYAAY & $AER to someone who has no idea what hes talking about This is all Canadian leaders needed to do thats it. That was the job. https://t.co/KzHqqh3KSk This is all Canadian leaders needed to do thats it. That was the job. https://t.co/KzHqqh3KSk"
X Link 2025-03-13T15:48Z [----] followers, [----] engagements
"The minorities of Lanson and Vranken-Pommery have been done over but that's partly because of the significant debt used for inventory in both cases. I am a sensibly weighted owner only of LPE as their financial structure makes much more sense. Obviously the other plays - $MC.PA and $RI.PA subjugate Champagne in amongst everything else"
X Link 2025-03-13T23:51Z [----] followers, [---] engagements
"@AlexSundich @neworder @IanSlaterPhoto1 Sir Jim Ratcliffe's vehicle for the $MANU investment is called Trawlers Limited. https://www.youtube.com/watchv=TbwV5XX6phU https://www.youtube.com/watchv=TbwV5XX6phU"
X Link 2025-03-15T23:59Z [----] followers, [--] engagements
"@TheRealDavey2 Arguably need access to capital markets. But tough to argue"
X Link 2025-03-17T03:42Z [----] followers, [---] engagements
"Theres no productivity growth because capital is sucked into housing all the time not invested in real business. Allied to the fixation on franking credits capital allocation in this country is totally ridiculous. Its made worse by fire hosing migrants & dodgy students (I dont care where they are from) into the country with infrastructure that cant cope. The sooner we cut population growth & get supply/demand back in balance and actually reduce house prices to sensible levels the better. Amazing what that would do for productivity"
X Link 2025-03-21T03:28Z [----] followers, [---] engagements
"@long_equity $HAL.AS but you have to look under the bonnet"
X Link 2025-03-21T14:37Z [----] followers, [---] engagements
"I know hes not on @x nor is St Pauli but when will Australians realise one of their most respected sportsmen is the @Socceroos captain @jacksonirvine_ In brilliant form at the moment captaining a club team with a conscience in one of the worlds toughest leagues & killing it for the national team"
X Link 2025-03-26T02:35Z [----] followers, [---] engagements
"@IanSlaterPhoto1 @l4ndocore I think this is closer than most"
X Link 2025-03-28T08:49Z [----] followers, [--] engagements
"@CGDMedici @BuffettNormand @SpecSitsCapMgmt @FoxCastlehold Page [--] Vivendi financials notes pledges report 2024"
X Link 2025-04-02T00:38Z [----] followers, [--] engagements
"@John_Hempton The only folks who love super-fast growing insurance companies are insolvency practitioners and bottom feeder distress investors"
X Link 2025-04-02T05:49Z [----] followers, [---] engagements
"Investment in Australia What [--] banks & some major resource companies Most of our really successful companies apart from local oligopolies have strong global businesses & dont pay FFD. Brambles Macquarie that ilk. Really successful companies reinvest to grow not spew dividends"
X Link 2025-04-02T13:43Z [----] followers, [---] engagements
"@GeoffWilsonWAM @SkyNewsAust The cheapest form of capital is retained earnings. Some bloke in Omaha knows that"
X Link 2025-04-02T13:45Z [----] followers, [---] engagements
"Come on Where's all your Rothschild quotes"
X Link 2025-04-03T00:01Z [----] followers, [---] engagements
"Worth remembering $VIRT adjusted net trading income per day during the three stages of March [----] cf FY24 of $6.4million"
X Link 2025-04-07T10:02Z [----] followers, [----] engagements
"I am astonished that Corporate America stands around doing zippo whilst this wanton financial vandalism proceeds. Anyone with a financial education knows the second & third derivative impacts of this lunacy could take years to repair if it persists. Amazed that derivative providers allowing normal margins (versus 6x on Monday)"
X Link 2025-04-09T05:17Z [----] followers, [----] engagements
"@cowboybeeshop @PeterDutton_MP Not exactly Cartier-Bresson is he"
X Link 2025-04-12T11:55Z [----] followers, [--] engagements
"@TRAVmoneyofmine the bigger issue is capitalised software expenses"
X Link 2025-04-23T23:58Z [----] followers, [----] engagements
"Ligue 1s two-faced truth: European success masks financial ruin @PhilippeAuclair doesnt mention the magic poison. A [--] letter word of revenge. Bollor. (perhaps more strictly Vivendi) https://www.theguardian.com/football/2025/apr/24/ligue-1-finances-champions-league-dazn-analysisCMP=Share_iOSApp_Other https://www.theguardian.com/football/2025/apr/24/ligue-1-finances-champions-league-dazn-analysisCMP=Share_iOSApp_Other"
X Link 2025-04-24T09:15Z [----] followers, [----] engagements
"A sign of the times. George Street across from the Hemmes empire adjacent to Wynyard station is now a mini tent city. [--] setups by unhoused folks. Nice view of @lululemon gear they can only dream about"
X Link 2025-04-28T00:53Z [----] followers, [---] engagements
"@FishtownCap $AL more aggressive recognition of maintenance reserves means book less conservative than some others. Agree your stance though"
X Link 2025-04-30T16:13Z [----] followers, [---] engagements
"@ThomasFeaheny Wait till Saturday at Scunny & then the following week if we make it"
X Link 2025-04-30T20:43Z [----] followers, [----] engagements
"@puppyeh1 $PGH.AX In January [----] I seem to have unwittingly unleashed a beast. I wrote the delisting NoM and ExMem for the delisting of Cheviot Bridge from ASX. It was the first voluntary delisting for a while so I had to craft it up from scratch. Virtually every delisting since has plagiarised it and used the template (as appropriate) to write their documentation (one did ask permission). $PGH.AX is different because of the prior takeover and being very interested in family/corporate controlled companies I am following this very closely (no position) as its the most sizeable entity to do so"
X Link 2025-05-06T14:59Z [----] followers, [---] engagements
"I shall be tired on Monday morning with a 1am Aussie time kick-off for the biggest game in recent history for @SUFCOfficial as we try to extract ourselves from Tier [--] into the National League. Should be a record crowd for this level of English football as has been the case for each of the last two @SUFCOfficial v @ChesterFC games at Scunny. We don't belong down here with average crowds nearly twice that of any other team - but you have to earn your way out. Come on you Iron"
X Link 2025-05-13T06:47Z [----] followers, [----] engagements
"@AlexSundich @SUFCOfficial Thanks Alex"
X Link 2025-05-13T07:30Z [----] followers, [--] engagements
"ALP elected him 22years ago. Obvious (IMHO) he has gone off the rails since then - it implies nothing about ALP today at all. I'm not having an hour long debate with you about it but as an example: "our national ethos of strength and resilience replaced by the woke Alphabet world of victimology" - in my view typical macho Latham nonsense. That's it. You have your view I have mine but I place no credibility on a bloke's judgement who appears to have turned away a $20k offer to settle a defamatory tweet (subject to appeal) which has ballooned to an estimated (SMH at [--] April 2025) $500k being"
X Link 2025-05-13T11:53Z [----] followers, [--] engagements
"I agree taxes on unrealised gains are utterly stupid. But what's your alternative Geoff Not once in your zillions of social posts have you suggested a way to partly claw back the egregious benefits to the wealthy from massive superannuation balances conferred by past Liberal Governments. As for "vote them out in 28" you'd better hope that riff-raff opposition has some policies and talent by then not rabble influenced by the morons on "Sky after Dark""
X Link 2025-05-18T02:07Z [----] followers, [---] engagements
"If you don't believe how kids the world over want to make it in football the winning goal for Scunny in Tier [--] playoff final was scored by a bloke from Johannesburg with an assist from a guy from Gambia"
X Link 2025-05-18T22:23Z [----] followers, [---] engagements
"@RocketmanAU Oh dear"
X Link 2025-05-20T01:49Z [----] followers, [--] engagements
"@galumay @EquityMates There's free cash flow (with a little bit of $TEAM methodology)"
X Link 2025-05-21T11:05Z [----] followers, [---] engagements
"As a @ManUtd fan I'm not disappointed we lost to @SpursOfficial - disappointment quelled by two things (1) a brilliant coaching performance by Ange in the last three rounds against Eintracht Bodo/Glimt and the final (2) United winning would have glossed over the problems in this team which Amorin has not had the time t fix up. Now as @peterdrury_ said in the commentary "they can tear it up and start again""
X Link 2025-05-22T02:19Z [----] followers, [---] engagements
"@JamesGruber11 @ManUtd @SpursOfficial Spurs cracks are nowhere near as wide as United's - major injuries through the season and then the focus on this. Ange should be retained & he'll go well next year. United will need to tear everything up"
X Link 2025-05-22T04:37Z [----] followers, [--] engagements
"$MANU this could get a bit ugly "
X Link 2025-05-22T15:36Z [----] followers, [----] engagements
"@IanKeysEdge Part of. tax revenue from problem gamblers race fixing and animal cruelty"
X Link 2025-05-28T05:01Z [----] followers, [--] engagements
"There's next to no (solo) speedway left in Australia - Gillman Kurri Kurri Pinjara Mildura Wodonga North Brisbane. Its not fixed because there's no betting allowed and the riders get paid per point. Where's your proof Horse racing is not being taken away - Randwick has been extensively renovated and rebuilt and the same was on offer at Warwick Farm. Racing was historic until PvL introduced all these "rich folks only" restricted races"
X Link 2025-05-28T05:46Z [----] followers, [--] engagements
"@BrownMarubozu @pembridge_cap The $IBKR account looked spectacular after the $EVT.TO 10-1 - hope they don't do the same with $ELF.TO today (they will)"
X Link 2025-06-02T12:14Z [----] followers, [---] engagements
"@LoneWolfTwit58 @RotheTob I'm sure they are "good" but we simply have no idea. The nuclear codes are more available than hudl's P&L"
X Link 2025-06-04T11:41Z [----] followers, [---] engagements
"I have no horse in the Rivaud race. Indeed it may be to my benefit that the "Prix de L'Arc de Rivaud" was cancelled due to "inclement track conditions". It's obvious that to get to the end-end game Rivaud needs to go and the cat is out of the bag (excuse the mixed animal metaphors) on valuation. The veteran trainer was caught out trying some questionable tactics but that's not stopped him trying again in the past (eg Havas). The so-called fossils are very patient and foregoing 30% to earn multiples of that in a couple of years (say) is an reasonable trade-off"
X Link 2025-06-05T02:01Z [----] followers, [---] engagements
"Shame you don't do your research very carefully. Wilson HTM is a wealth advisory/stockbroking firm 40% owned by staff 40% by a Kiwi firm Craigs and 20% by Deutsche Bank. Nothing to do with @GeoffWilsonWAM who owns Wilson Asset Management which mainly runs closed end funds for whom franking credits are very important"
X Link 2025-06-06T00:00Z [----] followers, [--] engagements
"@tommyr345 @ManUtd @SpursOfficial Eintracht are pretty useful and the injuries the squad had were outrageous. That Levy glossed over the clear intent of winning that trophy above everything after (say) January is pitiful in my view. Their problem not mine"
X Link 2025-06-07T03:01Z [----] followers, [---] engagements
"Last Sydney sunrise before the intern moves to San Francisco for a year"
X Link 2025-06-16T21:07Z [----] followers, [----] engagements
"@memyselfandi006 They were very profitable but. was it a p/e of [--] set against brand degradation of the higher end Or introduction strategy which hasnt paid off yet. I can see both sides of the argument but definitely get your point"
X Link 2025-06-17T00:24Z [----] followers, [---] engagements
"@SkyNews in UK (owned by Comcast not News Corp) produced this fantastic set of "David Frost versus." documentaries. Saw then on a plane yesterday. The one with The Beatles and especially Muhammed Ali are very special"
X Link 2025-06-17T22:39Z [----] followers, [--] engagements
"Intern safety arrived to commenced IT related research just outside San Francisco - running off the flight"
X Link 2025-06-18T07:09Z [----] followers, [----] engagements
"@valuedrift Certain stocks yes. Plenty of value but certain areas under the pump"
X Link 2025-06-21T10:04Z [----] followers, [--] engagements
"Sydney housing [----] under @AlboMP and @JEChalmers current policy"
X Link 2025-06-22T05:54Z [----] followers, [----] engagements
"Did an interesting Dark Side of Hong Kong tour looking at the downside of 7.5million people in a space where only 8% of land used for residential. The arithmetic for Sydney is not at HK levels yet but frighteningly close. An indictment on Morrison @AlboMP & Phillip Lowe - economic imbeciles. The guides description of lifestyle here for those trying to buy eerily reminiscent of Sydney. None"
X Link 2025-06-22T06:04Z [----] followers, [----] engagements
"All those greedy rich wanting continued unaffordable tax concessions on superannuation in the context of a restricted budget need to think about the long term housing situation. The fact is that the Australian government needs to fund construction whether it holds as public housing or sells it to the private market"
X Link 2025-06-22T06:25Z [----] followers, [----] engagements
"These weekend markets on IG Markets would have killed you if you panicked - Oil $81 on Saturday to $67now (-17%) - US equities about a 2.2% move from Saturday low to close. Not saying I foresaw these moves today but goes to show these weekend platforms can work but often have dire consequences"
X Link 2025-06-23T21:20Z [----] followers, [---] engagements
"$SPX getting very buoyed by Middle East in contrast to earnings picture. A mere 23x forward into an uncertain environment. Q2 notably negative revisions - too bearish maybe Be careful out there. Very frothy"
X Link 2025-06-24T22:41Z [----] followers, [----] engagements
"Abercrombie taking lessons from Vincent Bollor $HUM.AX if this proceeds to a firm big the IER will be very interesting"
X Link 2025-06-25T20:53Z [----] followers, [----] engagements
"For [--] minutes this @SeaEagles v @WestsTigers affair wouldnt have been out of place in South Sydney Junior League A grade. Shocking stuff"
X Link 2025-06-27T08:55Z [----] followers, [---] engagements
"@HLTCO The mystery of where he is going is solved. Eze is going to @SUFCOfficial Dubem EZE that is on loan from Bolton"
X Link 2025-07-01T00:34Z [----] followers, [--] engagements
"If you wonder why I write lengthy quarterly reports the answer is in this interview I did with @lorenz_swen of @uv_shares for the Weird Shit Investing Conference [----] Manual. Also suggestions on why you should be an insurance analyst and the tabulation of one of the great investor pairings of all time (NOT Warren & Charlie) https://east72.com.au/wp-content/uploads/2025/07/weird-shit-investing-2025-manual-AJB-interview.pdf https://east72.com.au/wp-content/uploads/2025/07/weird-shit-investing-2025-manual-AJB-interview.pdf"
X Link 2025-07-05T00:26Z [----] followers, [----] engagements
"What a truly screwed country Australia is. Were only interested in house prices mushrooms & footy. What a question - I do wish Ms Bullock wasnt as polite as she is & gave the questioner a serious workover"
X Link 2025-07-08T06:49Z [----] followers, [----] engagements
"@MemorabiliaMal @DougGThomson As did Bradford Northern rugby league (red yellow & black) and of course Bradford Northern Speedway who rode at Odsal the rugby league ground"
X Link 2025-07-08T12:43Z [----] followers, [--] engagements
"@RotheTob What's the premium to proforma NAV"
X Link 2025-07-10T11:50Z [----] followers, [--] engagements
"BV includes a value for the options/order book to buy [--] ATR-72's this may help Since it was written $AVAP.L has been buying back debt sold two of the on-delivery ATR's for net cash proceeds & a 777-300 for net cash of US$33mn. Management doing good stuff. Long $AVAP.L and $2588.HK (BOCA) https://east72.com.au/wp-content/uploads/2025/04/E72DT-Quarterly-Report-March-2025.pdf https://east72.com.au/wp-content/uploads/2025/04/E72DT-Quarterly-Report-March-2025.pdf https://east72.com.au/wp-content/uploads/2025/04/E72DT-Quarterly-Report-March-2025.pdf"
X Link 2025-07-12T05:07Z [----] followers, [--] engagements
"@ImmaYieldGuy and goes to the US - absolute cemetery for Australian companies with great domestic businesses (except James Hardie who nailed it) CSRs Rinker was good - post spin"
X Link 2025-07-15T07:35Z [----] followers, [---] engagements
"For those of you investing in sports stuff like $CAT.AX think about the crowds at stadia these days: [--] teams AVERAGE over 60k a game - Spurs Arsenal Liverpool & West Ham get 60k a game and Man United get nearly 74k a game. Closest to their 1973/4 figures are Everton (39k vs 35k) due to constrained stadium - which is why they have moved. Leeds won the league and the three teams with ** next to them were relegated. Yep $MANU"
X Link 2025-07-17T13:09Z [----] followers, [---] engagements
"@Reignots If you are referring to Rivaud - the minorities were not greedy. The offers were very stingy and given they were expropriations - not takeover offers - they HAD to be blocked. So yes blaming Vincent (& advisers). However their recent on market action is smart"
X Link 2025-07-22T22:55Z [----] followers, [---] engagements
"It's the stupidest thing ever. They are going to get some highly paid 50year olds from Bain to explain why [--] somethings don't drink $14 beers or $70 bottles of wine. The past board's ludicrous capital allocation policy should go in the bin. The best thing Bain (when appointed) can do is buy the thing - AT A PROPER PRICE and break it up. The fact they are still running Woolies systems till [----] is a massive indictment on the prior board aside from the "we must pay big fully franked dividends" farce when $EDV.AX capital demands are very different to those of $WOW.AX"
X Link 2025-07-24T00:13Z [----] followers, [---] engagements
"@DipsygenieHelen @lawindsor The most obvious playbook ever. Just the end "murder weapon" left unknown. Now we know"
X Link 2025-07-24T00:15Z [----] followers, [--] engagements
"Couldnt have put it better Unpopular view: The EU trade deal is much better for Europe than whats being reported by pundits who dont know what theyre talking about. While leaders in Berlin and Paris play angry for the cameras von der Leyen takes the political heat because Brussels knows the real Unpopular view: The EU trade deal is much better for Europe than whats being reported by pundits who dont know what theyre talking about. While leaders in Berlin and Paris play angry for the cameras von der Leyen takes the political heat because Brussels knows the real"
X Link 2025-07-29T22:25Z [----] followers, [----] engagements
"$VIRT biggest daily adj net trading income through a quarter (excluding asset sale) since Q1 [----]. Biggest was COVID Q1 [----] $12.65m; then "meme stocks" Q1 [----] $11.742m then Q2 [----] bounce $10.786. Last quarter is #4 at $9.157m. Great exit result for Doug Cifu. TTM P/E 9.2x Long"
X Link 2025-07-30T11:51Z [----] followers, [----] engagements
"Don't go looking for anything in Aussie media about Brady Kurtz - who has just won the last THREE @SpeedwayGP in Poland Sweden and Latvia. Aussies invented the sport have dozens of riders in Europe but our media ignores it. https://www.youtube.com/watchv=k3WdpxUZyVU&t=5s https://www.youtube.com/watchv=k3WdpxUZyVU&t=5s"
X Link 2025-08-03T09:32Z [----] followers, [----] engagements
"I was recently sent an excellent white paper (from February 2025) written by the investment firm Kopernik Global Investors. It deals with their approach to conglomerates which dove tails with my own. Having published material on $HAL.AS and $1.HK recently you should understand why I love this single paragraph:"
X Link 2025-08-06T05:39Z [----] followers, [----] engagements
"@Mike72Brennan @pusb1991 [----] if you count Palace despite Steve Parish. Villa is the [---]. Seppos control Arsenal Bournemouth Burnley Chelsea PalaceEverton Fulham LeedsLiverpool MUFC"
X Link 2025-08-10T04:15Z [----] followers, [----] engagements
"Our latest update presentation for @East72Dynasty now on the website. Now [--] privately controlled global non-banking companies with market caps US$100billion. Controlled companies (including Government like Airbus Safran) make up 19% of MSCI World index. https://east72.com.au/wp-content/uploads/2025/08/Slide-Deck-August-25.pdf https://east72.com.au/wp-content/uploads/2025/08/Slide-Deck-August-25.pdf"
X Link 2025-08-11T01:55Z [----] followers, [----] engagements
"Good write-up - no argument with your thesis I have been there but not at present. There is no CONSISTENT growth (plenty of excuses) and the capital management is dreadful. If I was them I would use the cash to buyout minorities and delist the company as cheap as they could get away with. These are not public company players IMHO"
X Link 2025-08-12T00:46Z [----] followers, [---] engagements
"@DaveTaylorNews Dave - banks go broke on assets EXCEPT when they cant get funding. How about you look at where the funding comes from before you say SAFE. There was (and still is) a reason banks are discount securities"
X Link 2025-08-13T12:53Z [----] followers, [---] engagements
"@HLTCO Congratulations A shame your milestone is going to be marked by one of the most talented players to ever pull on the Palace jumper heading off to "North London". Maybe he'll forget to change at Peckham Rye and head back south again. A few seasons of Eze & Olise was dreamland"
X Link 2025-08-20T22:14Z [----] followers, [---] engagements
"$220m of inventory hmmmm with $150million of debt & payables stacked against that & overloaded wine inventory everywhere in the industry Im not sure theres any value at all. Good luck - youll need it. The strategy to free up stock is correct but they are struggling to deliver whats on the PowerPoint. Never forget crap wine inventories have a negative value - you cant just tip them down the sink"
X Link 2025-08-21T11:20Z [----] followers, [--] engagements
"@MikeFritzell Mondelez isnt chocolate Michael"
X Link 2025-08-26T09:13Z [----] followers, [---] engagements
"@MikeFritzell Sorry I meant Mondelez chocolate is ๐คฎ"
X Link 2025-08-26T15:23Z [----] followers, [---] engagements
"Reckon the next few weeks are going to be fascinating for Ange Postecoglou. By being smart & taking time out there is a chance he could have some seriously good choices: West Ham would be top of my list if I were him - Angeball fits the Hammers. Forest is rumoured & he will understand the owner better than most (squad is thin IMHO) but is @ManUtd a possibility if Amorin walks"
X Link 2025-08-28T21:48Z [----] followers, [----] engagements
"@tommyr345 As you know Tom my home town team is Scunthorpe United. Mortal enemies: Grimsby Town. So a double-dose of angst accompanied by the Grimsby chants of "are you Scunthorpe in disguise" I think Ange can be more adaptable - as seen in Europa League last year"
X Link 2025-08-29T04:33Z [----] followers, [---] engagements
"Big price for Automic share registry business A$725m for 100% cf $200million valuation in 2021"
X Link 2025-09-03T11:11Z [----] followers, [----] engagements
"Last night I was at the Braidwood Hotel formerly the Commercial where the crew for the film Ned Kelly released in [----] ate & drank with the film being shot in the surrounding NSW countryside (despite Kelly being a Victorian phenomenon). Its where the films star Mick Jagger wrote Brown Sugar"
X Link 2025-09-06T20:59Z [----] followers, [----] engagements
"Here's why you hope Spurs paid Ange handsomely in light of his achievement last season - all starts Wednesday"
X Link 2025-09-14T23:59Z [----] followers, [----] engagements
"@NewcomerInvest Hopefully Prem wont follow Bruce in having $11billion of retail investors money frozen @LaTrobeFin"
X Link 2025-09-23T09:40Z [----] followers, [---] engagements
"$OCN.L $HAN.L The proposed merger between the companies subject to Bermuda Court is being pushed back four weeks due to an objection by Arnhold LLC who (as a 3.2% owner) believe it is unfair to Ocean Wilson shareholders. We are long $OCN.L No-one will really say the obvious that [--] of cash is worth more than [--] of investments in a load of private equity that has historically traded at a 30%+ discount to NAV. HAN keep talking about "fair asset value" when 55% of $OCN.L NAV is CASH. The share exchange ratio (not differentiating between HAN and HANA non voters) is basically 4.4775:1 (being"
X Link 2025-09-23T10:57Z [----] followers, [---] engagements
"@castrobeiras There is a specific part of Lingotto which would shock (You are correct with the funds but I was aiming at specific stock)"
X Link 2025-09-27T12:02Z [----] followers, [--] engagements
"@kadistock Individual stock"
X Link 2025-09-27T12:02Z [----] followers, [--] engagements
"@IncomeAlligator Spot on $CVNA"
X Link 2025-09-27T12:35Z [----] followers, [--] engagements
"@BuyNowStarveL8r @ManUtd I thought Palace were excellent Imagine them with Olise & Eze still"
X Link 2025-09-28T23:24Z [----] followers, [--] engagements
"$GS on the case. Hope the v.d. Vorms are watching closely"
X Link 2025-09-29T07:29Z [----] followers, [---] engagements
"@daanwwillemsen @East72Dynasty Arguably it hates Exor even more as when we devalue these it STILL trades at over a [--] % discount with low costs & substantially a see through listed portfolio"
X Link 2025-10-09T07:10Z [----] followers, [---] engagements
"@IanSlaterPhoto1 I suppose EasyJet is better than Ryanair"
X Link 2025-10-09T11:43Z [----] followers, [--] engagements
"Your list of stuff to short https://www.afr.com/chanticleer/inside-a-wall-street-bank-aussie-bricks-and-bytes-draw-the-big-crowds-20251010-p5n1mj https://www.afr.com/chanticleer/inside-a-wall-street-bank-aussie-bricks-and-bytes-draw-the-big-crowds-20251010-p5n1mj"
X Link 2025-10-13T05:12Z [----] followers, [----] engagements
"@MrJPL No worries. Needed to be done (even pre $RACE)"
X Link 2025-10-13T05:13Z [----] followers, [---] engagements
"@IanSlaterPhoto1 @A45Y_UK Lamborghini is an Audi in a dress"
X Link 2025-10-14T06:57Z [----] followers, [--] engagements
"Is this morphing into a cracking short How do you actively run $22bn of Aussie equities & perform given PPT constraints More acquisitions https://x.com/MichalakisCon/status/821473792312492033 Perpetual Board . how many picked stocks for a living Or ex value stock pickers . https://t.co/eVZItCCCeh https://x.com/MichalakisCon/status/821473792312492033 Perpetual Board . how many picked stocks for a living Or ex value stock pickers . https://t.co/eVZItCCCeh"
X Link 2017-01-17T22:39Z [----] followers, [--] engagements
"No inflation in Australia. @KennardsStorage increasing monthly wine storage rental fees by 110% but "as an existing customer you are insulated from the more extreme market fluctuations". I'll believe you. I think it's called maximising rent in the inner city property market"
X Link 2017-12-26T22:47Z [----] followers, [--] engagements
"Worth remembering that I cant recall Buffett EVER saying US stocks were "overvalued" since he liquidated the original partnership. He has said on occasion they are less attractive than some prior time. He knows if he said markets were expensive there would be a panic https://x.com/Khambatta/status/951361769313746944 Warren Buffett says US stocks not overvalued. He explains in plain language why the tax cuts make US stocks more attractive. Indian govt also expected to reduce taxes as promised in previous budgets which can make Indian stocks even more attractive ๐ https://t.co/KsPeQv5oXs"
X Link 2018-01-11T12:23Z [----] followers, [--] engagements
"$TSLA now has the use of $6.4billion of other peoples money in working capital excluding MyPower notes. Just seen another clown on @CNBC crapping on about how great the low cash burn in the quarter was. Do these blokes do accounting or just talk concepts"
X Link 2018-02-07T21:35Z [----] followers, [--] engagements
"This sort of shit from companies (no position in $BLD) just pisses me off. Why don't they just use a table: prior guidance - new guidance. Then they wouldn't get sued by MBC or S&G or some other corporate ambulance chaser https://x.com/taxlosstrades/status/988621331703853056 Treasure Hunt Strategem: $BLD edition https://t.co/8lCUp3FJ7C Why can't these people just give a number https://x.com/taxlosstrades/status/988621331703853056 Treasure Hunt Strategem: $BLD edition https://t.co/8lCUp3FJ7C Why can't these people just give a number"
X Link 2018-04-24T07:17Z [----] followers, [--] engagements
"@MichalakisCon Shud be $1bn+ excluding NBN payments available [--] share buy backs. Complete obsession with unsustainable DPS. Australians won't accept that repayments to s/holders can come in different ways due to franking desires. $TLS.AU shud cut DPS & buy back plus push 5G hard. No posn L or S"
X Link 2018-05-15T06:54Z [----] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing