@deepvalueco Avatar @deepvalueco IRResistible CAGRs🍁

IRResistible CAGRs🍁 posts on X about $iiil, $lnrto, $csuto, in the 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 finance 26.17% stocks 17.76% countries 10.28% technology brands 4.67% cryptocurrencies 4.67% currencies 1.87% financial services 0.93% exchanges 0.93%

Social topic influence $iiil 12.15%, $lnrto #1, $csuto #69, in the 6.54%, $prlto 6.54%, canada 6.54%, $bwa 5.61%, growth #1210, $mdato #2, $dolto 4.67%

Top accounts mentioned or mentioned by @shravanrayhaan @copycatinvest @millennialinv16 @stevewps @horribledisgust @nstepmum @copycat_invest @cj0pp3l @thewiseic @stockfins @atelicinvest @lundeenne @darkfirecapital @behaddaway @toronto242m @bigpoppastonk @grok @imanobo02670922

Top assets mentioned BorgWarner Inc. (BWA) Metadium (META) Kaspi.kz Joint Stock Company (KSPI) Walmart, Inc. (WMT) Magna International (MGA) 4 (FOUR) Flex Ltd. Ordinary Shares (FLEX) Equilibria Finance (EQB) Transocean LTD. (RIG) Validity (VAL) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL) The Official [--] coin (76) Costco Hot Dog (COST)

Top Social Posts

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

"So I guess yesterday wasn't leaked CPI"
X Link 2026-02-13T13:41Z [----] followers, [---] engagements

"If I'm a new CEO unlinked to this insane payout ratio. Wow Former CEO of CIBC Victor Dodig becoming the CEO underperforming telco Telus He will take the reins in July at a time when $T.to has been plumbing around 13-year lows and investor angst around the dividend (8.6% yield) We rarely (never) see this kind of comeback from a Wow Former CEO of CIBC Victor Dodig becoming the CEO underperforming telco Telus He will take the reins in July at a time when $T.to has been plumbing around 13-year lows and investor angst around the dividend (8.6% yield) We rarely (never) see this kind of comeback"
X Link 2026-02-12T13:58Z [----] followers, [----] engagements

"I think consensus is between too low and way too low on $MDA.TO"
X Link 2026-02-13T15:07Z [----] followers, [---] engagements

"I think the real problem and story with $CSU.TO was how concentrated and tied to it some got. The first $1500 down weren't shocking the second $1500 really accelerated the narrative"
X Link 2026-02-13T17:30Z [----] followers, [----] engagements

"Borg Warner $BWA looking fairly strong despite earnings. Wonder if auto parts are ready for an up cycle. Chart similar to Linamar's Magna and Martinrea still look much more in the doldrums. MRE reports today and LNR tomorrow"
X Link 2025-11-11T13:15Z [----] followers, [---] engagements

"Recent buys: $META $PRL.TO $III.L $GSY.TO"
X Link 2025-12-12T18:35Z [----] followers, [----] engagements

"Potentially interesting chart at $BWA Watch-worthy"
X Link 2025-12-22T18:00Z [----] followers, [----] engagements

"Current International Growth gross long positions Top Few Holdings $LNR.TO $DRM.TO $III.L $PRL.TO"
X Link 2025-12-24T15:00Z [----] followers, 19.2K engagements

"Dream $DRM.TO the discussion is also in the thread. Cheap like 3for the price of [--] on the value side. Catalyst is more opaque. There are a few possible ones but at the stage where a bunch of positive things can easily happen and at this price they could be significant"
X Link 2025-12-24T23:06Z [----] followers, [---] engagements

"3i $III.L is more of a compounder at a pretty reasonable price here been adding near NAV Despite "France" it's still not at all difficult to find high teens capital light sales growth near-mid term. Plus capital returns"
X Link 2025-12-24T23:10Z [----] followers, [---] engagements

"2025 Recap: Poor performance this year (-2.2%). H2 kicked my a$$ Portfolio cheaper & somewhat changed from beginning of the year. Better setup for [--]. Since inception (5.5 year) performance 30% CAGR Current International Growth gross long positions Top Few Holdings $LNR.TO $DRM.TO $III.L $PRL.TO https://t.co/5bTmvAQiR9 Current International Growth gross long positions Top Few Holdings $LNR.TO $DRM.TO $III.L $PRL.TO https://t.co/5bTmvAQiR9"
X Link 2025-12-31T16:39Z [----] followers, 15.8K engagements

"Looking at $BWA / $LNR.TO charts like:"
X Link 2026-01-03T13:47Z [----] followers, [---] engagements

"If you exclude $MG.TO's Apple car hype run it and $LNR.TO are all scraping along at the top of their ranges with $BWA Borg Warner price action has been feeling leader-y Potentially interesting chart at $BWA Watch-worthy. https://t.co/ZparMpg1SH Potentially interesting chart at $BWA Watch-worthy. https://t.co/ZparMpg1SH"
X Link 2026-01-05T21:42Z [----] followers, [---] engagements

"$KSPI feels like I should be adding here"
X Link 2026-01-06T17:32Z [----] followers, [---] engagements

"3i $iii.l NAV probably hitting [----] around now Within the quarter today's market price would likely be below NAV"
X Link 2026-01-08T15:09Z [----] followers, [----] engagements

"Shot Chaser 3-5 year holds Minimum --No Longer Like $FOUR"
X Link 2026-01-12T23:40Z [----] followers, [----] engagements

"Dollarama sneakily down 10% in a month after good earnings multiple is still high (above historical norms) Wouldn't shock me if $DOL.TO's [----] highs are already in"
X Link 2026-01-28T00:43Z [----] followers, [---] engagements

"Constellation $CSU.TO and fam by now is either a good buy or a Goodbye to all your money. Time will tell"
X Link 2026-01-28T14:54Z [----] followers, [----] engagements

"Lol. Bad France Q NAV still +3000 (as estimated) $III.L Market seems happy. Don't know what it was expecting if those results were THIS good"
X Link 2026-01-29T08:26Z [----] followers, [----] engagements

"Yeah it sucks. When the multiple contracts by 40% it barely beats the S&P whose multiple has increased by 75% Trash compounder $CSU.TO And just like that everyone's favorite compounder $CSU is just an ok-ish compounder. https://t.co/l0bXbUkpDu And just like that everyone's favorite compounder $CSU is just an ok-ish compounder. https://t.co/l0bXbUkpDu"
X Link 2026-02-03T19:44Z [----] followers, [----] engagements

"Turns out One of my father's biggest positions is Walmart $wmt because chart goes up. Literally can't argue with that logic"
X Link 2026-02-04T12:38Z [----] followers, [---] engagements

"Turns out selling life insurance on a [--] year old cancer patient wasn't a sustainable business model. $MSTY"
X Link 2026-02-05T14:20Z [----] followers, [---] engagements

"I really need to shut up and buy these things 😭 $BWA 'up' today at ATHs Potentially interesting chart at $BWA Watch-worthy. https://t.co/ZparMpg1SH Potentially interesting chart at $BWA Watch-worthy. https://t.co/ZparMpg1SH"
X Link 2026-02-11T15:50Z [----] followers, [---] engagements

"@CopyCat_Invest When they were trading at book the market was thinking they were cycling Now it isn't. If it is it's extremely expensive. If it's a new AI paradigm who knows"
X Link 2026-02-13T06:03Z [----] followers, [--] engagements

"@CopyCat_Invest Both FLEX and JBL look the same. Magic company in .com then [--] years as cyclical commodity junk now magic again. I don't know the biz as well as you but the history/ cyclical pattern looks like a massive red flag to me"
X Link 2026-02-13T06:16Z [----] followers, [--] engagements

"Obviously the quality size mix margins etc is different and shouldn't be expected to match exactly"
X Link 2026-01-08T16:23Z [----] followers, [---] engagements

"Also of note. Everything from Magna and cheaper on this list historically traded much higher on their valuations In fact on a historical basis $MRE.TO used to trade higher than $MGA does now. $LNR.TO and Magna both higher than that although the one with the premium changes"
X Link 2026-01-08T19:06Z [----] followers, [---] engagements

"Magna $MG.TO saying they should be back at 15% ROE next year"
X Link 2026-02-13T12:19Z [----] followers, [----] engagements

"Flat like road spikes"
X Link 2026-02-13T17:21Z [----] followers, [---] engagements

"@millennialinv16 I haven't followed all his trades but looking at current & a recent list he posted. My point stands. Again good for him it worked happy for him"
X Link 2026-02-14T20:25Z [----] followers, [--] engagements

"🤔 CANADA WILL SPEND MORE OF ITS GROWING MILITARY BUDGET WITH DOMESTIC FIRMS UNDER A STRATEGY MEANT TO UNLEASH MORE THAN C$500 BILLION ($369 BILLION) IN INVESTMENT OVER A DECADE. CANADA WILL SPEND MORE OF ITS GROWING MILITARY BUDGET WITH DOMESTIC FIRMS UNDER A STRATEGY MEANT TO UNLEASH MORE THAN C$500 BILLION ($369 BILLION) IN INVESTMENT OVER A DECADE"
X Link 2026-02-15T16:02Z [----] followers, [----] engagements

"YTD numbers taking a hit recently. Think there are lots of potential returns waiting to happen over the next few years $LNR.TO picking which side of ATHs to end the year is a big point $EQB just hit ATHs $MDA.TO giving me whiplash $III.L and $CSU.TO down on the cheap side"
X Link 2026-02-07T00:18Z [----] followers, [----] engagements

"Good job for $RIG to use their silly priced equity. *TRANSOCEAN TO BUY VALARIS IN STOCK DEAL VALUED AT $5.8B $RIG $VAL *TRANSOCEAN TO BUY VALARIS IN STOCK DEAL VALUED AT $5.8B $RIG $VAL"
X Link 2026-02-09T13:17Z [----] followers, [----] engagements

"Trump will veto this but when the Senate and the house both vote against something and one guy overrules both to impose his stupidity. There's a word for that. BREAKING: The U.S. House voted [------] to end President Trumps tariffs on Canada. https://t.co/4GsYMjTHFy BREAKING: The U.S. House voted [------] to end President Trumps tariffs on Canada. https://t.co/4GsYMjTHFy"
X Link 2026-02-12T11:30Z [----] followers, [---] engagements

"I think Victor is a good CEO. But market probably knows this means they're heading for a dividend cut $T.TO As they should sooner rather than later"
X Link 2026-02-12T14:44Z [----] followers, [----] engagements

"🤯 $AP.UN now trading at $9.39 despite so much demand at $10 they upsized the deal What kind of gong-show is happening here Allied Announces Pricing and Upsizing of Previously Announced Marketed Public Offering of Units and Concurrent Private Placement https://t.co/Znlxh3QMAx $AP.UN now trading at $9.39 despite so much demand at $10 they upsized the deal What kind of gong-show is happening here Allied Announces Pricing and Upsizing of Previously Announced Marketed Public Offering of Units and Concurrent Private Placement https://t.co/Znlxh3QMAx"
X Link 2026-02-12T18:53Z [----] followers, [---] engagements

"I'm still not sure why $HOOD isn't a commodity casino business"
X Link 2026-02-12T23:42Z [----] followers, [---] engagements

"Hopefully but looking at banks and mines the same way as Google and Meta seems like a great way to lose money. Is it Canadian equities time https://t.co/0n97qRP5Rv Is it Canadian equities time https://t.co/0n97qRP5Rv"
X Link 2026-02-13T13:13Z [----] followers, [----] engagements

"I don't understand my portfolio at the moment seems to be rotating pretty aggressively but also not doing much"
X Link 2026-02-13T16:12Z [----] followers, [---] engagements

"What am I missing about $KSPI"
X Link 2026-02-14T14:20Z [----] followers, [----] engagements

"Soooooo When people want to stress "No margin" & "No options" like I'm not taking that risk. But obviously trade highly levered (op/fin) volatile junk. It gets 🙄 Just say you took crazy risks and it worked. Congrats. traded $35k to $10m in [--] months no options no crypto no margin. just simply stocks https://t.co/DtLIdDEgrs traded $35k to $10m in [--] months no options no crypto no margin. just simply stocks https://t.co/DtLIdDEgrs"
X Link 2026-02-14T18:27Z [----] followers, [----] engagements

"Auto parts valuation comparison: Magna $MGA at BorgWarner's $BWA valuation: $76 +34% Linamar $LNR.TO at Magna's valuation : $134 +55% Martinrea $MRE.TO at Linamar's valuation: $18.35 +74%"
X Link 2026-01-08T16:22Z [----] followers, [---] engagements

"Missed that $PRL.TO raised their dividend. Expected. But not ideal"
X Link 2026-02-11T17:44Z [----] followers, [----] engagements

"@SteveWps Why would it be ideal for a company with +25% ROE to subtract E from the company"
X Link 2026-02-12T01:59Z [----] followers, [---] engagements

"Insider selling$30M of $CLS.TO Meanwhile the company which used to trade at book value for decades is buying back shares at 15x book"
X Link 2026-02-12T15:14Z [----] followers, [----] engagements

"Well at least a lot of air came out of a bunch of the stupid"
X Link 2026-02-12T17:58Z [----] followers, [---] engagements

"Not much change recently 75% still in the top [--] in the growth portfolio Slightly green YTD but less than before (despite 2/4 top holdings at highs)"
X Link 2026-02-15T12:51Z [----] followers, [----] engagements

"Tell me why with [--] GDP growth we shouldn't have rates lower. Canada CPI 2.3% Core down Trim down Next month the massive jump from last year's tax bump rolls off. This is with rents still a hallucination. We're in the low 1s Canada CPI 2.3% Core down Trim down Next month the massive jump from last year's tax bump rolls off. This is with rents still a hallucination. We're in the low 1s"
X Link 2026-02-17T14:36Z [----] followers, [---] engagements

"Telus's $T.TO FCF per share has basically been flat since [----] at $1.10 (DIV 1.67) The dividend as a % of equity has grown to 16%. Peak ROE was 18% (5% recently) Net debt/EBITDA has ballooned to 5.5x Looks pretty bad to me. Probably too late to save it from a cut. Sinking"
X Link 2025-11-24T15:23Z [----] followers, [----] engagements

"$200 $dol.to"
X Link 2025-11-25T16:07Z [----] followers, [---] engagements

"Added to my $III.L / $TGOPY in the international growth account"
X Link 2025-11-26T14:47Z [----] followers, [----] engagements

"Action (most of) $III.L valued at 18.5x with 2x the sales growth of the leader among $COST $WMT & $DOL.TO"
X Link 2025-11-26T18:03Z [----] followers, [----] engagements

"Quarterly ROEs $RY.TO 16.3% $CM.TO 14.1% $NA.TO 13.3% $BNS.TO 11% $TD.TO 10.7% $BMO.TO 10.7% $EQB.TO 7.5% Main surprise is EQ which isn't surprising given pre-announcement"
X Link 2025-12-04T11:34Z [----] followers, [----] engagements

"Guess I was wrong. Thought $dol.to would split if they beat"
X Link 2025-12-11T12:49Z [----] followers, [---] engagements

"Dollarama $DOL.TO is such a beast. But just so expensive. If they keep executing amazingly well it's probably [--] years ahead of itself. Alternatively already priced in the successful TRS conversion"
X Link 2025-12-14T22:38Z [----] followers, [---] engagements

"@CJ0pp3l $III.L Well managed discount retailer with wide price lead significant growth and continued growth potential and because of their quick store payback they're capital light/negative"
X Link 2025-12-30T13:44Z [----] followers, [---] engagements

"Merged the portfolio mid year so some reshuffling there & associated distortion. So diff & bigger PF NOW A bunch of bigger names derated significantly for a variety of 🤷♂ reasons $CSU.TO $III.L $MDA.TO $PRL.TO. even $DRM.TO added to some into weakness Far cheaper now"
X Link 2025-12-31T21:49Z [----] followers, [---] engagements

"$PAGS seems like a reasonable situation. Just not sure what a Brazil discount 'should' be"
X Link 2026-01-07T21:00Z [----] followers, [---] engagements

"TACO & stupidity aside. If this is just credit cards it sounds quite bullish alternative lending/lines of credit as many will have credit cut from cards. Banks including Citi JPMorgan slide after Trump calls for credit card interest rate limit https://www.cnbc.com/2026/01/12/trump-credit-card-limit-banks-jpmorgan-citi.html__source=androidappshare https://www.cnbc.com/2026/01/12/trump-credit-card-limit-banks-jpmorgan-citi.html__source=androidappshare"
X Link 2026-01-12T11:05Z [----] followers, [---] engagements

"It not could be quite negative as credit vanishes for millions & payment flow drops significantly. Forcing recessionary deleveraging environment (backwards) Hence the "Stupidity aside""
X Link 2026-01-12T11:08Z [----] followers, [---] engagements

"3i $III.L -4.5% & Propel $PRL.TO -6.5% As top [--] positions (and some of the highest hopes for 2026) dragging on early year results. Decent overall tho"
X Link 2026-01-13T15:04Z [----] followers, [----] engagements

"International Portfolio (Longs only) A few trades on. $CSU.TO sliding $MDA.TO starting the year strong Hopefully $PRL.TO can eventually get on track. Would be nice if we could get another 15% this year. Big factor is how $LNR.TO reacts to technical resistance around ATHs"
X Link 2026-01-17T19:54Z [----] followers, [---] engagements

"I believe $LNR.TO just put in the highest close in their history. But it remains more than $2 off its all time intraday high of $91.98. Could be a battle there"
X Link 2026-01-21T22:55Z [----] followers, [----] engagements

"I'm so old. I remember when $GE was a disaster company that had done nothing right for decades"
X Link 2026-01-24T15:13Z [----] followers, [----] engagements

"What would be very healthy but frustrating with Linamar $LNR.TO is a [--] month consolidation here as book gets to [---] and the AG cycle turns back up and we head into FCF season with another +$1B to deploy Could set up for meaningful rerate to fairer value. Maybe high 100s"
X Link 2026-01-26T17:51Z [----] followers, [---] engagements

"Having a few go in the same upward direction would be nice. Especially with capacity to add operating leverage. Plus balance sheet is (too) clean and industrial is a big FCF generator Well positioned for further growth on multiple fronts"
X Link 2026-01-26T18:02Z [----] followers, [---] engagements

"I think it needs to clear $95 for the market to take a fresh look at what it's worth. Further with the growth capacity above when it does (and as it deploys capital) the numbers can look like a growing business which might be less discounted than recently"
X Link 2026-01-26T18:07Z [----] followers, [---] engagements

"Hmmm. Normally the random afternoon news for $MDA.TO sends it -20% So I guess not caring about this Korean Defense Constellation MoU is. Progress"
X Link 2026-01-26T19:20Z [----] followers, [----] engagements

"But also the play for the last [--] years has been mega cap growth and many pros missed a lot of that. Retail investors with sub-$5M net worth buying mega-cap growth stocks are basically cosplaying as real institutions just so they can feel smart. You dont need liquidity. You dont need consensus. You dont need to own what everyone already owns. You need mispricing and Retail investors with sub-$5M net worth buying mega-cap growth stocks are basically cosplaying as real institutions just so they can feel smart. You dont need liquidity. You dont need consensus. You dont need to own what everyone"
X Link 2026-01-27T00:12Z [----] followers, [---] engagements

"Of course backwards looking information isn't useful going forward. But we've clearly seen that sometimes bigger companies can still put up better performance for longer than many expect"
X Link 2026-01-27T00:36Z [----] followers, [---] engagements

"Both the S&P and the Nasdaq have significantly outperformed the Russell over the last [--] years. On balance it's been good to own bigger companies. There are always exceptions"
X Link 2026-01-27T00:38Z [----] followers, [---] engagements

"Market obviously fearing what 3i may say in their trading update this week. $III.L Down to pretty close to NAV. Lowest multiple in a few years. Not long ago it was pushing the highest multiple in decades. Plus a change"
X Link 2026-01-27T05:36Z [----] followers, [---] engagements

"IF MY COMPOUNDERS WOULD STOP FALLING IT WOULD BE NICE"
X Link 2026-01-27T20:42Z [----] followers, [----] engagements

"@TheWiseIC Depends on growth rate. But yeah that is probably an ok measuring point. I prefer EBITDA too if they're going to be using their balance sheets"
X Link 2026-01-28T00:57Z [----] followers, [--] engagements

"I look at it as a $170 stock at year end to roughly correct the overvaluation. Unfortunately. As I still own it"
X Link 2026-01-28T01:16Z [----] followers, [---] engagements

"I was told that the [--] P/E stock that buys back 20% of their shares a year was a myth. But nobody cares about $GM 🦄 https://t.co/OrBoDI4dwX I was told that the [--] P/E stock that buys back 20% of their shares a year was a myth. But nobody cares about $GM 🦄 https://t.co/OrBoDI4dwX"
X Link 2026-01-28T10:17Z [----] followers, [---] engagements

"The first time Linamar $LNR.TO got to these prices it was [---] x book The next time it was [---] x book Now it is [----] x book ---------------- In [--] years [----] x book In [--] years [---] x book Maybe in [--] years the stock will be cheap enough to get to $100 / share"
X Link 2026-01-28T15:32Z [----] followers, [---] engagements

"1.1% GDP growth. When will people understand that [--] rates were/are needed for any real growth. Outlook for #Canadian economy and comparisons to last look https://t.co/YLDNEmVtib Outlook for #Canadian economy and comparisons to last look https://t.co/YLDNEmVtib"
X Link 2026-01-28T15:37Z [----] followers, [---] engagements

"New ATHs in $ARE.TO today. Legacy out Nuclear in"
X Link 2026-01-28T17:34Z [----] followers, [---] engagements

"@Stockfins I don't know how to model it only to assume they'll do rational things with the capital they generate"
X Link 2026-01-28T22:34Z [----] followers, [---] engagements

"International growth portfolio remains not international enough Hard to reduce Canada when Canadian positions seem to outperform international. Still need to get it sub 30% eventually"
X Link 2026-01-29T02:10Z [----] followers, [---] engagements

"I guess I didn't buy enough $META Gotta love the tiny position curse"
X Link 2026-01-29T02:15Z [----] followers, [---] engagements

"I'm now down on my $TOI.V purchase 😭"
X Link 2026-01-29T15:03Z [----] followers, [---] engagements

"Venture junk "
X Link 2026-01-29T15:04Z [----] followers, [---] engagements

"@HorribleDisgust If the game is buybacks you need lower than [--]. I don't know Paypal never really got it or used it much either. so nothing insightful to say. [--] still needs some organic growth and can't be a melting icecube to work. If there's a reason it should be worth [--] maybe"
X Link 2026-01-29T18:38Z [----] followers, [--] engagements

"@HorribleDisgust Looking at initial numbers it honestly looks like it should work to me there is some organic. Idk why EBITDA is flat I'd need to check SBC and stuff but honestly looks interesting. Although not purely buyback perspective"
X Link 2026-01-29T18:42Z [----] followers, [--] engagements

"The word Treason comes to mind Exclusive: The Trump administration has held covert meetings with fringe separatists from the oil-rich Canadian province as a rift deepens between Washington and Ottawa. https://t.co/5hRv2wMHEV https://t.co/ssBFlTKTjl Exclusive: The Trump administration has held covert meetings with fringe separatists from the oil-rich Canadian province as a rift deepens between Washington and Ottawa. https://t.co/5hRv2wMHEV https://t.co/ssBFlTKTjl"
X Link 2026-01-30T06:11Z [----] followers, [---] engagements

"It's funny how often feeling 'the ick' coming from management is a precursor to endless pain"
X Link 2026-01-30T06:15Z [----] followers, [---] engagements

"And by "Funny" I mean 😭😭😭"
X Link 2026-01-30T06:16Z [----] followers, [---] engagements

"This is stupid. Just because you haven't heard how disgusted the anglo Quebecers are with the french speaking separatists doesn't mean they aren't thought of in the same bucket. Strawman Truth https://t.co/tHTJVx3e46 Truth https://t.co/tHTJVx3e46"
X Link 2026-01-30T06:21Z [----] followers, [---] engagements

"The problem with most of these discussions is they're based in a deeply ingrained misconception There was nothing that central banks could have done to prevent inflation after what the governments did short of locking us in a depression. Stanley Druckenmiller said what many think about Jerome Powell but wont say out loud. The Feds job is to avoid big mistakes like the massive inflation we just had. Powell is obsessed with engineering a soft landing and protecting his legacy. But the only reason we even need https://t.co/UfCsbhZvx0 Stanley Druckenmiller said what many think about Jerome Powell"
X Link 2026-01-31T12:43Z [----] followers, [---] engagements

"When you shut down the economy and inject trillions of dollars into a supply constrained real economy inflation is inevitable. The money is there already It stops when the system adapts to having more cash floating around. Not when rates change"
X Link 2026-01-31T12:45Z [----] followers, [---] engagements

"Central banks. Failing to realize the logic decided the move was to shut down the supply side of the economy rather than wait for the system to adapt. It already was adapting"
X Link 2026-01-31T12:47Z [----] followers, [---] engagements

"Furthermore when you look at the time of the global central bank panic it's comically stupid. They all panicked at the same time. Due almost exclusively to the oil price spike from the Russia war. A spike which everyone (at least oil equities) immediately knew was temporary"
X Link 2026-01-31T12:49Z [----] followers, [--] engagements

"Obviously they made mistakes. QE too long sure & Rates too high too quickly were the mistakes. By the logic above. Unnecessary and damaging to supply The cure for high prices is high prices. Because supply reacts"
X Link 2026-01-31T12:54Z [----] followers, [---] engagements

"But the cause of the inflation spike. That shouldn't even be in the same discussion That was clearly government shutdowns and stimulus"
X Link 2026-01-31T12:55Z [----] followers, [---] engagements

"@atelicinvest What about a short squeeze"
X Link 2026-01-31T13:09Z [----] followers, [---] engagements

"Added some $CSU.TO (Because I'm stupid and hate money)"
X Link 2026-02-03T14:53Z [----] followers, [----] engagements

"Lost [-----] jobs Unemployment rate down 0.3% Ok. Heading for lowest participation rate in [--] years. #BREAKING: Canada unexpectedly lost nearly [-----] jobs in January vs expected [----] gain Manufacturing sector punished by tariffs shedding [-----] jobs Public sector employment +13300 Private sector falls [-----] Some positives: The unemployment rate fell to 6.5% (fewer looking #BREAKING: Canada unexpectedly lost nearly [-----] jobs in January vs expected [----] gain Manufacturing sector punished by tariffs shedding [-----] jobs Public sector employment +13300 Private sector falls [-----] Some positives: The"
X Link 2026-02-06T13:42Z [----] followers, [---] engagements

"For the next time I forget there is no price too low for value stocks and no price too high for growth stocks"
X Link 2024-03-01T14:52Z [----] followers, 19.4K engagements

"Tourmaline $TOU.TO has been the smartest nat gas play. They've increased their share count by 75% over the last decade & don't buyback above book just because they have $. Special Dividends because buying back doesn't make sense as the stock is too expensive. That's the secret"
X Link 2025-11-25T22:21Z [----] followers, [---] engagements

"There are maybe [--] of the top [--] companies in Canada that I'd say I'm bullish on near term (Plenty of smaller names at much more reasonable prices)"
X Link 2025-11-27T22:42Z [----] followers, [---] engagements

"Finally we get to see that nothing happens when $FFH.TO joins the index"
X Link 2025-12-05T22:34Z [----] followers, [---] engagements

"So $SCR.TO dumped their $TOU.TO shares I was kinda surprised they took shares at that premium to being with. Probably Tourmaline wanted to pay with inflated shares to make it more accretive for them"
X Link 2025-12-22T23:38Z [----] followers, [----] engagements

"As for why the rest don't work. I suspect many eventually will to similar degrees. But for example here is the Netherlands and Canada (using total return) while they've certainly gone up less than the US I wouldn't say the index structure doesn't work"
X Link 2025-03-29T23:24Z [----] followers, [--] engagements

"@lundeen_ne @DarkfireCapital @be_haddaway If you've ever tried biscoff cheesecake you know $lotb.br is dirt cheap at [--] times earnings"
X Link 2025-05-21T10:42Z [----] followers, [---] engagements

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