@crowdturtle crowdturtle π’crowdturtle π’ posts on X about $bac, $nrp, investment, $tsla the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 45.38% finance 26.89% cryptocurrencies 10.92% technology brands 9.24% countries 5.88% social networks 2.52% celebrities 1.68%
Social topic influence $bac 8.4%, $nrp #2, investment 5.04%, $tsla 5.04%, tsla 5.04%, $amr #5, ai 4.2%, $pbi 4.2%, $btu #10, $adbe 3.36%
Top accounts mentioned or mentioned by @zohrankmamdani @annmarie266072 @pepsode21199063 @valuedontlie @basehitinvestor @balsamsteven @modestproposal1 @sonusvarghese @fbiphoenix @gregkellyusa @turbinetraveler @bullsbayretail @fishtowncap @milehighstocks @redditlies @kirkegaardemil @therustydustpan @tradingallin @mfwarder @viralnewsnyc
Top assets mentioned Basis Cash (BAC) Tesla, Inc. (TSLA) Alpha Metallurgical Resources, Inc. (AMR) Peabody Energy Corporation (BTU) Adobe, Inc. (ADBE) Atlassian Corporation PLC (TEAM) Salesforce Inc (CRM) Figma, Inc. (FIG) Datadog Inc (DDOG) Now Coin (NOW) Cornerstone Building Brands, Inc. (CNR) Warrior Met Coal, Inc. (HCC) Uber Technologies, Inc. (UBER) Wells Fargo & Co (WFC) CRESCENT POINT ENERGY CORP. (CPG) Baytex Energy Corp. (BTE) Cenovus Energy Inc. (CVE) HUBSPOT, INC. (HUBS) Elastic N.V. (ESTC) Zscaler Inc (ZS) Workday Inc (WDAY) Shopify Inc (SHOP) monday.com Ltd. (MNDY) Rubrik, Inc. (RBRK) AppLovin Corporation (APP) Snowflake Inc. (SNOW) Cloudflare, Inc. (NET) Crowdstrike Holdings Inc (CRWD) Alliance Resource Partners LP (ARLP) Claude (CLAUDE) QnA3AI (GPT) Anheuser-Busch INBEV SA/NV (BUD) PayPal Holdings Inc (PYPL) ARK Innovation ETF (ARKK)
Top posts by engagements in the last [--] hours
"#coal #coaltwitter $nrp will benefit on higher volumes even if coal prices stay the same The $btu earnings call is a bullish tour de force on met and thermal market dynamics. Take a look. $nrp $amr The $btu earnings call is a bullish tour de force on met and thermal market dynamics. Take a look. $nrp $amr"
X Link 2026-02-06T04:29Z [----] followers, [---] engagements
"anyone got eyes on $FIG SaaSpocalypse [----] Drawdown from highs: $FIG 83% $HUBS 71% $MNDY 70% $TEAM 68% $ESTC 56% $NOW 53% $RBRK 50% $CRM 47% $APP 47% $ZS 46% $WDAY 45% $DDOG 42% $SNOW 40% $SHOP 37% $NET 33% $CRWD 26% SaaSpocalypse [----] Drawdown from highs: $FIG 83% $HUBS 71% $MNDY 70% $TEAM 68% $ESTC 56% $NOW 53% $RBRK 50% $CRM 47% $APP 47% $ZS 46% $WDAY 45% $DDOG 42% $SNOW 40% $SHOP 37% $NET 33% $CRWD 26%"
X Link 2026-02-04T22:23Z [----] followers, [---] engagements
"coal thread relevant to everyone in the space. $NRP $AMR $BTU $ARLP $CNR $HCC $WHC etc. key quotes from the $BTU call on coal #coal #coaltwitter "Coal is quite simply America's largest energy asset. More than that America has more energy in its coal than any nation has in any one energy source more energy than Saudi Arabia has in its oil and more energy than key quotes from the $BTU call on coal #coal #coaltwitter "Coal is quite simply America's largest energy asset. More than that America has more energy in its coal than any nation has in any one energy source more energy than Saudi Arabia"
X Link 2026-02-06T07:02Z [----] followers, [----] engagements
"My $nrp ultra bull case They somehow feed into the robotics wave"
X Link 2026-02-10T18:58Z [----] followers, [---] engagements
"Every company that sells ai tokens or ai credits is its own federal reserve - can value token at whatever it wants - can change that value at any time - can sell tokens ahead of time (incredible float) - can use tokens only in their marketplace $adbe $crm $claude $gpt"
X Link 2026-02-04T23:40Z [----] followers, [---] engagements
"$TEAM is great but the narrative doesn't change until they stop issuing so much stock. based comp Not a shareholder but $TEAM is the first clear evidence in this earnings season that domain experts are the most likely ones to take advantage of the AI agentic tools hitting the mkt Not the random guy on the street.ppl who actually know their businesses but had to waste Not a shareholder but $TEAM is the first clear evidence in this earnings season that domain experts are the most likely ones to take advantage of the AI agentic tools hitting the mkt Not the random guy on the street.ppl who"
X Link 2026-02-06T00:16Z [----] followers, [---] engagements
"The $btu earnings call is a bullish tour de force on met and thermal market dynamics. Take a look. $nrp $amr"
X Link 2026-02-06T04:24Z [----] followers, [----] engagements
"The Claude code cli moment in November December was bigger than the chat gpt moment in 2022"
X Link 2026-02-06T07:08Z [----] followers, [---] engagements
"Bingo. Most of SaaS is SBC The main problem with all these ex-hot software companies are ridiculous multiples to sales which earn nothing for shareholders. The main problem with all these ex-hot software companies are ridiculous multiples to sales which earn nothing for shareholders"
X Link 2026-02-06T07:54Z [----] followers, [---] engagements
"Wait until the AI is bad for SaaS narrative turns into the AI is an accelerator for SAAS narrative. These names will gap 100% in six months or less. $crm $now $adbe $ddog $team etc"
X Link 2026-02-10T12:18Z [----] followers, [---] engagements
"@modestproposal1 Ill never forgive tom Hanks for his Covid behavior"
X Link 2026-02-04T01:33Z [----] followers, [----] engagements
"anyone have insight into figma $FIG dont know how to value them but they're down 80%"
X Link 2026-02-04T14:24Z [----] followers, [---] engagements
"key quotes from the $BTU call on coal #coal #coaltwitter "Coal is quite simply America's largest energy asset. More than that America has more energy in its coal than any nation has in any one energy source more energy than Saudi Arabia has in its oil and more energy than Russia has in its natural gas. It would be irresponsible to not use this unique asset for the benefit of the American people."" https://twitter.com/i/web/status/2019666773017063862 https://twitter.com/i/web/status/2019666773017063862"
X Link 2026-02-06T06:57Z [----] followers, [----] engagements
"#coal #coaltwitter [----] once again set an all-time record for global coal use at [---] billion metric tons. That means that world coal use has nearly doubled in the [--] years since the new century started as nations pull people from poverty urbanized and electrified a trend that continues today. https://twitter.com/i/web/status/2019666982438604822 https://twitter.com/i/web/status/2019666982438604822"
X Link 2026-02-06T06:58Z [----] followers, [---] engagements
"When $nrp reports this month theyll report they zero-ed out their credit facility have 30m in cash and 30m in bonds due December. Theyll also make $160m+ this year I dont see how they dont ramp distributions way before August"
X Link 2026-02-07T03:07Z [----] followers, [---] engagements
"$adbe Software earnings have been quite resilient yet prices have collapsed over AI worries. As a result multiples are the cheapest they've been since [----]. Sometimes things are cheap for a reason but what if this is another DeepSeek moment Nice charts from @sonusvarghese https://t.co/NNdEp5nMtc Software earnings have been quite resilient yet prices have collapsed over AI worries. As a result multiples are the cheapest they've been since [----]. Sometimes things are cheap for a reason but what if this is another DeepSeek moment Nice charts from @sonusvarghese https://t.co/NNdEp5nMtc"
X Link 2026-02-10T17:39Z [----] followers, [---] engagements
"@AnnMarie266072 @FBIPhoenix lol come on now"
X Link 2026-02-10T23:15Z [----] followers, [--] engagements
"@Pepsode21199063 @gregkellyusa Jonathan Lee riches"
X Link 2026-02-10T23:44Z [----] followers, [--] engagements
"Can a 90% gross margin company reinvest enough to the its current installed base into an Adobe ai powerhouse $adbe $ADBE: Adobe looks priced like legacy despite record FY2025 results: $23.77B revenue 89% gross margin and $10B+ operating cash flow. Over 90% of sales are subscription-based and AI is adding a usage layer via Generative Credits. With a large buyback plan and depressed https://t.co/MkNh3X7bSj $ADBE: Adobe looks priced like legacy despite record FY2025 results: $23.77B revenue 89% gross margin and $10B+ operating cash flow. Over 90% of sales are subscription-based and AI is adding"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"@Turbinetraveler i assume engaging reverse thrusters while in the air is bad practice"
X Link 2025-08-29T20:21Z [----] followers, 12.5K engagements
"@valuedontlie Hahahhhahhah so true. $pbi entire financial statements is a total mess over the years"
X Link 2025-09-01T23:06Z [----] followers, [---] engagements
"so after today's 8-K $pbi now has like $500M+ in liquidity between the 400M revolver and 130M in convert proceeds. what are you up to $PBI cc: @valuedontlie"
X Link 2025-09-02T13:11Z [----] followers, [----] engagements
"@bullsbayretail No way he can buyback anything if he keeps releasing these 8ks"
X Link 2025-09-02T14:50Z [----] followers, [---] engagements
"@FishtownCap Your point is fair. If Kurt can do something transformational with the acquisition he can delever by growing. Or he just buys [--] year options for 75% of the company at a $15 strike and YOLOs it"
X Link 2025-09-03T00:14Z [----] followers, [--] engagements
"good summary of $PBI from a neutral / skeptical party. this combined with the fact that CEO kurt has freed up $500M+ in liquidity in the last few weeks is notable. Finally got around to reviewing $PBI. more interesting than I thought. 1) An "everything" special sit - activist mgmt change GoodCo/BadCo divestiture early innings capital allocation inflection and dash of public LBO 2) Exited money-losing segment in [----] paving way https://t.co/mUVIZHUs4x Finally got around to reviewing $PBI. more interesting than I thought. 1) An "everything" special sit - activist mgmt change GoodCo/BadCo"
X Link 2025-09-03T15:00Z [----] followers, [----] engagements
"I have no idea what this man is doing right now $pbi"
X Link 2025-09-04T21:48Z [----] followers, [----] engagements
"When are we going to call out Berkshire empowering a bunch of Brazilian private equity guys (3G) to destroy American brands anheuser Busch and Kraft Heinz by leveraging something called [--] based budgeting to justify not investing in innovation one shotted the American eater"
X Link 2025-09-04T22:23Z [----] followers, [---] engagements
"union square in nyc at 7AM is a homeless methhead apocalypse. saw aggressive homeless people around 12-14th street throwing things at women pushing women and generally being aggressive towards women. they're obviously on some sort of drug / not there fully"
X Link 2025-09-08T12:42Z [----] followers, [---] engagements
"Perplexing selloff in $pbi today. Does someone know something or normal volatility for a volatile stock"
X Link 2025-09-09T21:30Z [----] followers, [----] engagements
"@MileHighStocks I dont understand. Whats this about"
X Link 2025-09-09T21:44Z [----] followers, [--] engagements
"Maybe its ex ceo lances remaining options. Maybe its insider selling Maybe its a big short position. Maybe its just fund flows"
X Link 2025-09-10T14:59Z [----] followers, [---] engagements
"@reddit_lies they're so violent"
X Link 2025-09-11T18:54Z [----] followers, [--] engagements
"I was so bullish on $pypl in [----]. In the face of the Ai revolution and nosebleed valuations in payments and tech it is down 5% since [----]. lol"
X Link 2025-09-12T22:40Z [----] followers, [---] engagements
"hmmm $NRP $AMR #coaltwitter https://www.reuters.com/markets/commodities/chinas-coal-output-falls-3-august-production-curbs-2025-09-15/ https://www.reuters.com/markets/commodities/chinas-coal-output-falls-3-august-production-curbs-2025-09-15/"
X Link 2025-09-15T20:16Z [----] followers, [---] engagements
"$arkk at highest price since early [----]. it's getting scary"
X Link 2025-09-16T00:32Z [----] followers, [---] engagements
"none of my stocks go up anymore LOL"
X Link 2025-09-16T14:55Z [----] followers, [---] engagements
"$AMR $NRP #coaltwitter China is serious about cracking down on coking coal overproduction. Higher coking coal prices will boost $HCC $AMR $CNR cash flow and drive massive share repurchases and dividends over the coming years. https://t.co/5JNQmxib7X China is serious about cracking down on coking coal overproduction. Higher coking coal prices will boost $HCC $AMR $CNR cash flow and drive massive share repurchases and dividends over the coming years. https://t.co/5JNQmxib7X"
X Link 2025-09-16T15:40Z [----] followers, [----] engagements
"@KirkegaardEmil Typical Kamala voter"
X Link 2025-09-17T02:30Z [----] followers, [----] engagements
"Mine: 1) Kurt leaves. 2) Major USPS policy changes that negatively impact the core business (presort / sendtech)"
X Link 2025-09-21T19:27Z [----] followers, [---] engagements
"@ZohranKMamdani Nice try diddy"
X Link 2025-10-04T16:59Z [----] followers, [----] engagements
"@ZohranKMamdani Why is subway surfing the only crime Dems care about"
X Link 2025-10-04T19:19Z [----] followers, 16.7K engagements
"@TheRustyDustpan @ZohranKMamdani No one likes crime. Dems love to enable it"
X Link 2025-10-05T04:06Z [----] followers, [---] engagements
"anyone have a clear view of how many shares are available to short for $AREB π $AREB: THE ULTIMATE SHORT SQUEEZE SETUP - ZERO BORROW 500K FLOAT 950K SHARES SHORTπ https://t.co/WFfv3uJgFc #redditstocks #memestocks #shortsqueeze π $AREB: THE ULTIMATE SHORT SQUEEZE SETUP - ZERO BORROW 500K FLOAT 950K SHARES SHORTπ https://t.co/WFfv3uJgFc #redditstocks #memestocks #shortsqueeze"
X Link 2025-10-06T16:34Z [----] followers, [----] engagements
"@TradingAllIn i have confirmed cases of shorting being possible on fidelity"
X Link 2025-10-06T16:43Z [----] followers, [--] engagements
"@mfwarder Bruh coal is so hot rn"
X Link 2025-10-08T22:15Z [----] followers, [---] engagements
"@ViralNewsNYC mamdani is using the subway"
X Link 2025-10-14T20:43Z [----] followers, [----] engagements
"i think i would be just as effective on twitter if i woke up each morning and sent one tweet a day that said "$aig $bac tarp warrants""
X Link 2012-08-16T18:19Z [----] followers, [--] engagements
"$aig $bac $aig $bac $aig $bac $aig $bac $aig $bac"
X Link 2012-09-06T18:14Z [----] followers, [--] engagements
"$aig why is $aig buying back so little shares. couldn't do they much more what are they waiting for and why just sell a part of AIA"
X Link 2012-09-06T19:17Z [----] followers, [--] engagements
"$aig has hit the double reverse butterly top bottom level limit of $36. it can either go up or down from here"
X Link 2012-10-15T16:40Z [----] followers, [--] engagements
"$aig warrants just (unrealized) paid for my college education. No joke. Still waiting until [----]. I think we have a ways to go"
X Link 2012-10-15T19:34Z [----] followers, [--] engagements
"$aig $bac warrants $aig $bac warrants $aig $bac warrants $aig $bac warrants"
X Link 2012-12-17T15:51Z [----] followers, [--] engagements
"for those who have been on the $bac $aig warrants kick for the last few years send me a dm with your e-mail. starting an informal group"
X Link 2012-12-20T18:45Z [----] followers, [--] engagements
"up down up down. doesn't matter $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig"
X Link 2013-02-07T16:44Z [----] followers, [--] engagements
"by the way $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac $aig $bac"
X Link 2013-02-22T17:47Z [----] followers, [--] engagements
"i run a concentrated portfolio. essentially 30% $bac 30% $aig and 30% $chk with some other riff raff"
X Link 2013-05-02T20:42Z [----] followers, [--] engagements
"my entire fund consists of three positions. have made one investment this year. and in response to all the macro i did absolutely nothing"
X Link 2013-07-07T15:24Z [----] followers, [--] engagements
"in investing you don't need to be first. you don't need to be a hero to make money. let the company at least generate cash"
X Link 2013-07-07T16:30Z [----] followers, [--] engagements
"@avickrey @rubicon59 that works too. I'm ok with 2x"
X Link 2013-07-22T00:00Z [----] followers, [--] engagements
"here's how i know markets are inefficient - at one point $fb facebook had a higher market cap then $ba boeing"
X Link 2013-07-24T18:35Z [----] followers, [--] engagements
"i'm liking the goodhaven guys more and more. they say things really well. $goodx"
X Link 2013-07-26T18:23Z [----] followers, [--] engagements
"$fb Facebook market cap is higher than boeing $ba market cap - all is wrong in my world"
X Link 2013-07-31T15:15Z [----] followers, [--] engagements
"$aig benmosche: it's a shame that america doesn't understand the amount of stress testing that's done at fin institutions so they can't fail"
X Link 2013-08-05T17:54Z [----] followers, [--] engagements
"wow berkowitz: if $aig gets to a certain price maybe we'll think about distributing our aig shares to fund shareholders. it's still cheap"
X Link 2013-09-04T16:12Z [----] followers, [--] engagements
"i cannot emphasize how much i love this bruce berkowitz interview: http://t.co/Acm2AGx81J $fnma $fmcc $aig $bac $fairx fannie freddie http://video.cnbc.com/gallery/video=3000196230&play=1 http://video.cnbc.com/gallery/video=3000196230&play=1"
X Link 2013-09-04T16:26Z [----] followers, [--] engagements
"Bond insurance has got to be the ultimate picking up pennies in front of a steamroller business right"
X Link 2013-10-09T03:33Z [----] followers, [--] engagements
"people who told us to sell $bac at $8 and $aig at $42 because the market was "topping" it's much easier to analyze each company on its own"
X Link 2013-10-17T16:48Z [----] followers, [--] engagements
""Tell congress that this is what the housing market will look like in a downturn.and they won't be reelected" http://t.co/FSSyA78je7"
X Link 2013-10-24T15:25Z [----] followers, [--] engagements
""the stock market is really just that-it's a market place where you can go to buy pieces of businesses" - @BaseHitInvestor"
X Link 2013-10-28T19:55Z [----] followers, [--] engagements
"The best asymmetric investment of all time: used books on amazon"
X Link 2013-10-29T14:51Z [----] followers, [--] engagements
"Love learning about real estate.Would probably never make a direct investment in real estate. Way too hard+leveraged http://t.co/7sZrC5tLOu"
X Link 2013-10-30T01:11Z [----] followers, [--] engagements
"When making an investment ask yourself what the seller knows that you don't. Why are you smarter than the person selling it to you"
X Link 2013-10-30T01:27Z [----] followers, [--] engagements
"Suffering from wanting more cash but not wanting to sell any $bac $aig $chk at current valuations. Focused on the companies @HardcoreValue"
X Link 2013-11-11T16:17Z [----] followers, [--] engagements
""You never go full bitcoin.""
X Link 2013-11-18T16:04Z [----] followers, [--] engagements
"Is bitcoin crashing or is this a lower low It's fun to watch. Also I don't know what lower low means"
X Link 2013-12-06T19:03Z [----] followers, [--] engagements
"24% of CMHC-insured mortgages have loan-to-values of greater than 80%"
X Link 2013-12-17T23:07Z [----] followers, [--] engagements
"Illiquid investments require ample reward"
X Link 2014-02-17T00:36Z [----] followers, [--] engagements
"anyone else interested in $ally wanna share notes and by notes i mean i'll summarize for you what i read on corner of berkshire"
X Link 2014-11-18T17:02Z [----] followers, [--] engagements
"great (older) analysis on $mkl from @BaseHitInvestor and @CaleInTheKeys i missed it http://t.co/G09v7iWKIs https://www.islainvest.com/wp-content/uploads/2013/10/VIC-MKL-Submission-Final-v3.pdf http://basehitinvesting.com/markel-mkl-a-compounding-machine/ https://www.islainvest.com/wp-content/uploads/2013/10/VIC-MKL-Submission-Final-v3.pdf http://basehitinvesting.com/markel-mkl-a-compounding-machine/"
X Link 2014-12-02T22:24Z [----] followers, [--] engagements
"the turf wars surrounding credit default swaps on radioshack $rsh amazing article. http://t.co/9v3kNGzWVY http://www.bloombergview.com/articles/2014-12-18/radioshack-is-running-on-credit-derivatives http://www.bloombergview.com/articles/2014-12-18/radioshack-is-running-on-credit-derivatives"
X Link 2014-12-23T18:43Z [----] followers, [--] engagements
"Mom quote #2 (angry): when you don't have anything to buy you should buy Berkshire Hathaway stock instead of holding cash. It always go up"
X Link 2014-12-30T05:48Z [----] followers, [--] engagements
"GameStop has had the weirdest moat for years (used game currency). How much longer will that last $gme http://t.co/sXxjwXeD8X http://www.businessweek.com/articles/2015-01-08/how-gamestop-eludes-blockbusters-fate-in-the-digital-agecampaign_id=DN010815 http://www.businessweek.com/articles/2015-01-08/how-gamestop-eludes-blockbusters-fate-in-the-digital-agecampaign_id=DN010815"
X Link 2015-01-09T03:33Z [----] followers, [--] engagements
"what am i missing with $AIG forced selling by berkowitz (cash at 8%) or something else"
X Link 2015-01-31T21:05Z [----] followers, [--] engagements
"Fastenal the king of logical self-insurance $fast http://t.co/tczNtcnvh5"
X Link 2015-02-09T02:45Z [----] followers, [--] engagements
"Funny how even though you've never met someone you feel like you know them. :( RIP Bob Benmosche former CEO $aig"
X Link 2015-02-27T18:32Z [----] followers, [--] engagements
"Drunkenly explained to my @uber driver last night the econ. dynamics of auto dealerships and the p+s tailwind I'm the worst kind of drunk"
X Link 2015-05-14T01:38Z [----] followers, [--] engagements
"Joe Biden has suffered countless tragedies in his life. Now his son Beau. I am impressed by his continued strength. http://t.co/7QAq3kztMY"
X Link 2015-05-31T01:53Z [----] followers, [--] engagements
"any reason not to short $ry royal bank of canada the upside in the stock seems limited. it's not a tech startup.cheap optionality"
X Link 2016-01-06T17:52Z [----] followers, [--] engagements
"china's stock market shuts down after [--] minutes and 7% drop. chinese government's response:"
X Link 2016-01-07T02:02Z [----] followers, [--] engagements
"exxon's gotta be a short right $xom trading at like 20x this year's earnings"
X Link 2016-01-07T18:57Z [----] followers, [--] engagements
"know yourself. the one thing i discovered over the past year is that i can't do investing as a full time job. i moonlight as a fund manager"
X Link 2016-01-16T19:55Z [----] followers, [--] engagements
"an amazing case study on $zinc read the whole thread. it's worth the cost of tuition. went bankrupt today. http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/zinc-horsehead-holding-corp/ http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/zinc-horsehead-holding-corp/"
X Link 2016-02-02T18:51Z [----] followers, [--] engagements
"Columbia Business School at the Berkshire Hathaway annual meeting. @CSIMA_CBS @Columbia_Biz @Columbia"
X Link 2016-04-30T15:59Z [----] followers, [--] engagements
"Munger on restructuring charges: that's like killing your own mother to get the insurance money. It's getting late in the day"
X Link 2016-04-30T20:07Z [----] followers, [--] engagements
"Uber decimated the Miami taxi medallion. Also made the city accessible. Cabs were terrible. http://www.miamiherald.com/news/local/community/miami-dade/article75436467.html http://www.miamiherald.com/news/local/community/miami-dade/article75436467.html"
X Link 2016-05-04T15:50Z [----] followers, [--] engagements
"if your favorite automaker $fcau $gm etc still has profit numbers that don't satisfy you maybe they never will. this is the auto biz"
X Link 2016-09-01T19:42Z [----] followers, [--] engagements
"HOT TAKE: i will never understand why deflation is bad. buying more for the same amount of money = GREAT. inflation sucks"
X Link 2017-11-18T17:02Z [----] followers, [--] engagements
"$fcau $gm https://www.bloomberg.com/news/articles/2017-12-04/why-the-market-isn-t-sweating-the-decline-in-u-s-auto-sales https://www.bloomberg.com/news/articles/2017-12-04/why-the-market-isn-t-sweating-the-decline-in-u-s-auto-sales"
X Link 2017-12-04T11:59Z [----] followers, [--] engagements
"Wells Fargo spends billions in marketing expenses and yet this is their vision statement $WFC"
X Link 2017-12-05T14:50Z [----] followers, [--] engagements
"companies that need to enter the blockchain: $shld $mbi $cmg $aprn $jcp"
X Link 2018-01-10T21:24Z [----] followers, [--] engagements
"deflation being harmful is the biggest MYTH. imagine how much your iphone deflated (stuff you et per $) over the last [--] years. DEFLATION BEING BAD IS FAKE NEWS https://x.com/modestproposal1/status/958331566828216320 Actually if they are successful at holding down health care costs it will make the Feds job of hitting 2% inflation harder ππ« https://x.com/modestproposal1/status/958331566828216320 Actually if they are successful at holding down health care costs it will make the Feds job of hitting 2% inflation harder ππ«"
X Link 2018-01-30T13:32Z [----] followers, [--] engagements
"Someone convince me that an early-career professional shouldn't have 100% of their retirement account in $CMG put options"
X Link 2018-02-06T17:22Z [----] followers, [--] engagements
"CONFERENCE CALL HIGHLIGHT: $TOO $BAM July 2017: brookfield asset management put some money in teekay offshore partners mid-last year. $too has a market cap of $1b vs "potential" contracted cash flow of $750m. $bam $too"
X Link 2018-02-21T01:32Z [----] followers, [--] engagements
"Starting a SUBSCRIPTION SERVICE so you can all see what my mom trades in. couple hints: $FB $TSLA $GE all bought as of [--] weeks ago"
X Link 2018-03-26T19:54Z [----] followers, [--] engagements
"$GM green on china putting 25% tariffs on imports of US cars. OK"
X Link 2018-04-04T15:55Z [----] followers, [--] engagements
"When you wonder how quickly you can close your $TSLA short tomorrow morning post China announcement of lower auto import tariffs"
X Link 2018-04-10T02:57Z [----] followers, [--] engagements
"$ESV $RIG $NE $DO $RDC offshore drillers #OOTT https://x.com/JKempEnergy/status/984025731931033600 OPEC appears to be reformulating its target in terms of upstream investment rather than inventories: https://t.co/McXWY18Ezf https://t.co/xlAXauun7Q https://x.com/JKempEnergy/status/984025731931033600 OPEC appears to be reformulating its target in terms of upstream investment rather than inventories: https://t.co/McXWY18Ezf https://t.co/xlAXauun7Q"
X Link 2018-04-11T12:01Z [----] followers, [--] engagements
"many value investors say oil is too "complicated. so were tech like $GOOGL $FB until people spent the time analyzing hidden cash flow and asset values and growth. keep analyzing things in different ways. the next great investment won't look like the last great investment. #OOTT https://x.com/GNSensay/status/984066313499938816 https://x.com/GNSensay/status/984066313499938816"
X Link 2018-04-11T14:01Z [----] followers, [--] engagements
"while y'all spend 100% of your time and vengeance on $TSLA many opportunities are passing you by. moral crusades are expensive"
X Link 2018-04-18T18:20Z [----] followers, [--] engagements
"chipotle has positive momentum. EPS of $2.13 - let's call that $10 annualized + SSS growth in low-single digits. At a 25x multiple that's a $250 stock. 30% below where it is currently trading. am i thinking about this right $CMG"
X Link 2018-04-25T20:43Z [----] followers, [--] engagements
"fondness for $AIG but literally an underwriting / earnings black box. who knows BV not relevant. earnings power is. quality of underwriting is"
X Link 2018-05-02T21:55Z [----] followers, [--] engagements
"that y'all waste time on $TSLA mean you romanticize companies / shorting too much. do something productive. $TSLA is like the kim kardashian of stocks. just stay away"
X Link 2018-05-03T01:04Z [----] followers, [--] engagements
"Gonna save you some time with oil stocks. Oil company reports goes down 10% then recovers it all within a week. #OOTT $CPG $BTE $CVE $AREX $AXAS $ESV etc etc"
X Link 2018-05-03T18:06Z [----] followers, [--] engagements
"Good fact to know. $CMCSA $CHTR https://x.com/BluegrassCap/status/992420280294367232 "Wireline broadband access supports as much as 90% of all Internet traffic even though the majority of the traffic ultimately terminates on a wireless device." - Deloitte https://x.com/BluegrassCap/status/992420280294367232 "Wireline broadband access supports as much as 90% of all Internet traffic even though the majority of the traffic ultimately terminates on a wireless device." - Deloitte"
X Link 2018-05-04T15:07Z [----] followers, [--] engagements
"the amount of time you all waste on telsa is fucking MIND BOGGLING $TSLA"
X Link 2018-05-04T19:57Z [----] followers, [--] engagements
"100% overlap between the people debating $TSLA and people who eat Tide PODS"
X Link 2018-05-09T13:15Z [----] followers, [--] engagements
"HOT TAKE: the best high-yield bond in the market is equity in $WFC. earnings yield = 10%. dividend yield + share buybacks = tailwind"
X Link 2018-05-11T02:12Z [----] followers, [--] engagements
"Hey $DISCA people. Watch out. $NFLX is coming for you. Guess we'll see if cheap unscripted content is an insurmountable moat"
X Link 2018-05-17T22:41Z [----] followers, [--] engagements
"Oil e&p market is a rollercoaster so if you cant handle 10%+ moves in a day sometimes up and down on the same day then dont touch. #oott $esv $bte $cve $mcf $gxe $ath $cpg"
X Link 2018-05-23T13:37Z [----] followers, [--] engagements
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