@fifteenCAGR Buy and HODL

Buy and HODL posts on X about $brkb, $chtr, $nflx, $meta the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [------] +20%
• [--] Month [------] +18%

Mentions: [--] #

• [--] Week [---] -16%
• [--] Month [---] +96%

Followers: [---] #

• [--] Week [---] +8.50%
• [--] Month [---] +63%

CreatorRank: [---------] #

Social Influence

Social category influence finance 99.24% stocks 71.97% cryptocurrencies 17.42% technology brands 15.91% financial services #2759 fashion brands 0.76% countries 0.76% automotive brands 0.76%

Social topic influence $brkb #33, $chtr #4, $nflx #133, $meta #467, meta 9.09%, $btc #3159, $hcc #8, $oxy #23, if you 5.3%, bitcoin 5.3%

Top accounts mentioned or mentioned by @theabomnoman @bitcointeacher @financejack44 @nataninvesting @yodastockinvest @shreyfinancial @divergent7651 @spxsatoshi @daypriest @bitcointeacher_ @mithrandirfund @thestocksking @convexdispatch @mrderivatives @therealbirnbaum @investwithintel @leevalueroach @mithrandir_fund @noman99190 @joptionengineer

Top assets mentioned Berkshire Hathaway Inc Class B (BRK.B) Charter Communications Inc (CHTR) Netflix Inc (NFLX) Metadium (META) Bitcoin (BTC) Warrior Met Coal, Inc. (HCC) Oxygen (OXY) Olin Corp. (OLN) Decentral Games (DG) Berkshire Hathaway Inc. (BRK.A) Exxon Mobil (XOM) Uber Technologies, Inc. (UBER) Markel, Corp. (MKL) Opendoor Technologies Inc Common Stock (OPEN) Palantir Technologies Inc. (PLTR) DisChain (DIS) Fair Isaac, Corp. (FICO) Advanced Micro Devices (AMD) Snap, Inc. (SNAP) RAI Finance (SOFI) JPMorgan Chase (JPM) Nike Inc (NKE) Starbucks Corporation (SBUX) PayPal Holdings Inc (PYPL) Mastercard, Inc. (MA) SPACE ID (ID) Hims & Hers Health, Inc. (HIMS) Duolingo, Inc. (DUOL) Costco Hot Dog (COST) Walmart, Inc. (WMT) Warner Bros Discovery, Inc. (WBD) Chipotle Mexican Grill, Inc. (CMG)

Top Social Posts

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

"My favorite Warren Buffett quote nobody talks about: Id love to have short sellers at Berkshire. How does a short seller hurt you I agree. Please short $BRKB. Im long $BRKB"
X Link 2026-01-05T01:45Z [---] followers, [---] engagements

"@DividendMil I disagree. Berkshire Hathaway would be better in the long term. $BRKB has more flexibility than $VOO and I suspect will outperform over the long haul"
X Link 2026-01-06T14:05Z [---] followers, [---] engagements

"@WheelieInvestor In this market $BRKB. If it goes up you win. If it goes down you really win big"
X Link 2026-01-07T21:28Z [---] followers, [---] engagements

"@ArthurKaminsky Love the conviction and $META in particular. $BRKB might be good to add in this environment. When everyone rushes for the exits Berkshire will be ready"
X Link 2026-01-10T12:16Z [---] followers, [---] engagements

"@pepemoonboy $OLN"
X Link 2026-01-13T11:37Z [---] followers, [---] engagements

"@3KComeback $BRKB $HCC $OXY to name a few"
X Link 2026-01-13T23:46Z [---] followers, [---] engagements

"@Ashton_1nvests $BRKB because it works in all markets"
X Link 2026-01-20T02:07Z [---] followers, [---] engagements

"$BRK is dropping because Greg has had no shareholder communication since becoming CEO and he has not bought any $BRKA stock either. Investors hate uncertainty"
X Link 2026-01-23T15:41Z [---] followers, [---] engagements

"@BoujeeFinances Why does everyone like $PLTR The cash on Berkshire Hathaways balance sheet earns 15X the FCF of $PLTR. And $BRKB is only valued at 2.5X $PLTR. Makes no sense"
X Link 2026-01-23T17:48Z [---] followers, [---] engagements

"An easy way to value $BRKB: (cash+ equity portfolio)0.08 + OEK = MC. Solve for K. K [--] back up the truck and buy K [--] possibly trim Otherwise sit back and enjoy the ride. Current: (355 + 314)*0.08 + 47K= [----] K [----] Hope K goes [--] soon"
X Link 2026-01-27T12:12Z [---] followers, [---] engagements

"@YodaStockInvest Gotta be $BRKB. Its not sexy but its a sleep at night stock. I hope it crashes and Greg buys back a ton of stock. I will be right there with him when he does"
X Link 2026-01-27T19:01Z [---] followers, [---] engagements

"$OLN reported earning yesterday. They were bad. But they almost dont matter. Either an unprecedented trough market will continue for many more years (unlikely) and they go bankrupt or the cycle normalizes and the stock explodes higher"
X Link 2026-01-30T11:44Z [---] followers, [---] engagements

"$CHTR gained video customers in Q4did I read that correctly Is cable back lol. Good quarter overall"
X Link 2026-01-30T12:17Z [---] followers, [---] engagements

"Just listened to the $CHTR earnings call. They are listening to their shareholders and are going to improve their balance sheet and reduce debt in the near future. Even though buybacks are theoretically better this is the right move for the stock. Long $CHTR. The market is communicating to $CHTR that they do not like their debt load. They should stop buybacks for now and throw all the free cash flow at the debt. Or maybe just do 1-2 billion in buybacks a year. That would be best for long term shareholders. https://t.co/H19hNTVbGG The market is communicating to $CHTR that they do not like"
X Link 2026-01-31T13:04Z [---] followers, [---] engagements

"@FinanceJack44 So glad to see a younger investor that doesnt just go all in on $BTC. Smart. Maybe consider some $BRKB"
X Link 2026-02-01T18:40Z [---] followers, [---] engagements

"@FinanceJack44 Fair. But it can outperform. Mine has since [----]. You hold $BRKB for when sh*t hits the fan. You have a lot of growth stocks that could all plunge at once. If you had $BRKB you could buffer this and rotate in to growth if/when growth stocks get crushed. Just a thought"
X Link 2026-02-01T20:09Z [---] followers, [---] engagements

"@NoMan99190 This is a solid portfolio. It should outperform. Why both $MKL and $BRK.B Why not just $BRK.B I with $BRK.B would just buy $MKL"
X Link 2026-02-01T23:58Z [---] followers, [---] engagements

"@NoMan99190 No problem. I like $MKL a lot. I might buy some soon. They are smaller but they are also required to hold a lot more bonds than $BRK. In times of major crisis I think $BRK would outperform. The uncertainty with Abel is also bringing down shares. But both are great companies"
X Link 2026-02-02T00:47Z [---] followers, [---] engagements

"@aincomeinvestor $BRKA"
X Link 2026-02-02T10:40Z [---] followers, [---] engagements

"I put $NKE $SBUX and $DIS all in the same bucket. These companies all need to fall 30-40% for me to be interested. They get too much brand premium without enough growth to justify their valuation. Just my opinion. I have no stake in any of them"
X Link 2026-02-02T19:50Z [---] followers, [---] engagements

"@Gubloinvestor $CHTR at 100% Or just a more responsible 5% allocation lol. It will 10X+ in [--] years"
X Link 2026-02-02T23:28Z [---] followers, [---] engagements

"@TheLongInvest The people that like $PYPL for cash flow should look at companies like $CHTR and $HCC instead. They will have exploding FCF at cheaper valuations than $PYPL"
X Link 2026-02-03T14:09Z [---] followers, [---] engagements

"@nataninvesting $CHTR $HCC come to mind"
X Link 2026-02-03T19:38Z [---] followers, [---] engagements

"@nataninvesting True but too many competitors in the space. Id go with $MA instead. $MA basically cant be disrupted"
X Link 2026-02-03T19:45Z [---] followers, [----] engagements

"Can anyone recommend a software stock that is getting crushed that most likely cant be replaced easily with AI"
X Link 2026-02-03T23:59Z [---] followers, [--] engagements

"@Mithrandir_Fund Possibly but I think $FICO is wildly overvalued. There is nothing that truly prevents them from being disrupted. Im just not certain on the name so Im not a buyer at these levels. Thanks for the idea"
X Link 2026-02-04T12:02Z [---] followers, [--] engagements

"Someone should create BuffettCoin. It would act just like $BTC but with only [-------] coins. #DigitalScarcity. Maybe $BRKB would even buy one"
X Link 2026-02-04T19:34Z [---] followers, [---] engagements

"@b_co_co @TIME Everyone should watch the Spectrum Super Bowl commercial $CHTR"
X Link 2026-02-04T23:46Z [---] followers, [--] engagements

"@TheAbomNoMan I like Comcast a lot but Im already in $CHTR which I believe has a better connectivity business and higher upside. I think both will outperform but the FCF $CHTR will generate will make the stock explode higher over the next decade. Very low risk high upside"
X Link 2026-02-04T23:53Z [---] followers, [--] engagements

"@TheAbomNoMan Its a little complicated to figure out the $CHTR story but when you dig deeper you find out its one of the best deals around"
X Link 2026-02-05T01:02Z [---] followers, [--] engagements

"You can own $BRKB $NFLX and $AMD. Value can take a lot of forms. You dont need to sit in just one camp or another"
X Link 2026-02-05T20:39Z [---] followers, [---] engagements

"@Mike_ValueInv Its one of the following $BRKB $CHTR $OLN $NFLX $OXY $XOM $META $HCC $DG. Im long all of these high-quantity companies"
X Link 2026-02-05T23:13Z [---] followers, [---] engagements

"@realroseceline I love $BRKB. Such a great value here"
X Link 2026-02-06T10:42Z [---] followers, [---] engagements

"@FinPhilosopher I like it. Maybe consider increasing $BRKB and maybe adding a little energy A little too tech heavy perhaps"
X Link 2026-02-07T11:19Z [---] followers, [---] engagements

"Thinking of starting a position in $UBER. 10B FCF on 155B MK. Growing rev 20%. Over time will become the leading AV partner to help AV companies maximize utilization. Low downside. Huge upside. Am I wrong here"
X Link 2026-02-07T13:48Z [---] followers, [---] engagements

"@nataninvesting Have you looked into $UBER Thinking of taking a position and it seems like an obvious buy"
X Link 2026-02-07T13:54Z [---] followers, [---] engagements

"@YodaStockInvest Why not replace $HIMS with $UBER $UBER has huge upside and way less downside"
X Link 2026-02-07T13:56Z [---] followers, [---] engagements

"@FinanceJack44 I think you should own something quality outside your comfort zone. Something like $CHTR $HCC or $OLN come to mind. Im long all. Like you I also have a huge $META position (15%). You should switch to Threads to support our Meta investment"
X Link 2026-02-07T19:28Z [---] followers, [---] engagements

"@FinanceJack44 Perfect. $CHTR has a Super Bowl commercial (under the Spectrum brand). That has to count for something right"
X Link 2026-02-07T19:56Z [---] followers, [--] engagements

"@BitcoinTeacher_ No this is not sarcasm. For example if $BRKB falls 40% then Berkshire can buy back a ton of stock and my long term returns skyrocket. This only works if you own durable FCF generating companies. This is why I dont own $BTC. $BTC does not get more valuable as it falls"
X Link 2026-02-07T23:50Z [---] followers, [--] engagements

"@BitcoinTeacher_ True but Id have to sell something to stack. I dont have cash coming in. Also something like $BRKB has 350B in cash. It can only fall so far. With $BTC there is no backstop that I see. But I do see the appeal and logic of $BTC"
X Link 2026-02-07T23:53Z [---] followers, [--] engagements

"@JOptionEngineer @InvestJourneyX We have all been there my friend. What do you own that is down so hard"
X Link 2026-02-08T11:38Z [---] followers, [--] engagements

"@ElijahColeman21 I agree. People should not just start investing with no training or time spent learning how to invest. A quick way to lose a lot of $$$$"
X Link 2026-02-08T11:42Z [---] followers, [--] engagements

"@BitcoinTeacher_ Im just a guy who loves investing and learning. I stack $BRKB not $BTC. Have you considered some allocation to Berkshire Hathaway Its like the polar opposite of $BTC and you could use it to stack $BTC if it crashes"
X Link 2026-02-08T12:15Z [---] followers, [--] engagements

"@BTCExodus @BitcoinTeacher_ Have you considered buying some Berkshire Hathaway Might be a nice diversifier from $BTC. Im long $BRKB and own no $BTC"
X Link 2026-02-08T12:18Z [---] followers, [--] engagements

"@soccer4kev @DividendGrowth @TheAbomNoMan You can also buy great companies that dont issue dividends. Berkshire Hathaway comes to mind. $BRKB. You can then take your son to Dairy Queen or buy Duracell batteries and explain he is a part owner. Its fun to do Or buy him some Sees candy Even better"
X Link 2026-02-08T12:30Z [---] followers, [--] engagements

"@TheStocksKing @JohnProv1 @c4pappi @freedombill3 @Dom_Investing @cashflow_king94 Buy $BRKB instead. Im long"
X Link 2026-02-08T12:50Z [---] followers, [---] engagements

"@thebtcdad I dont own $BTC but I do own $BRKB. Does that count"
X Link 2026-02-08T13:16Z [---] followers, [--] engagements

"@TheStocksKing @JohnProv1 @c4pappi @freedombill3 @Dom_Investing @cashflow_king94 True"
X Link 2026-02-08T13:30Z [---] followers, [--] engagements

"@FinanceJack44 My entire portfolio. $CHTR $BRKB $HCC $OLN $NFLX $DG $XOM $OXY $META. If you have a stock where this is not the case it shouldnt be in your portfolio"
X Link 2026-02-09T12:04Z [---] followers, [---] engagements

"@TheAbomNoMan [--]. Yes x [-------] [--]. Yes but $CHTR is better [--]. No $DG is better right now [--]. Absolutely not buy more $MKL instead [--]. Tempting for sure [--]. No opinion [--]. No opinion"
X Link 2026-02-10T01:44Z [---] followers, [---] engagements

"@TheAbomNoMan $DUO could be fine but I want the majority of my investments to thrive/not crash in recession or depression scenarios. $DUO is just not a necessity. But nobody will turn off $NFLX or stop buying essentials ($DG) or turn off internet and phone ($CHTR) when times get tough"
X Link 2026-02-10T02:00Z [---] followers, [--] engagements

"@TheAbomNoMan I realized I misread [--]. Thought it said $DUOL. Dont know anything about $DUO"
X Link 2026-02-10T02:14Z [---] followers, [--] engagements

"@TheAbomNoMan For $DG this is more of a security stock for me. Does great in recessions. Base case is 4-5B in FCF in a decade. With a 15X FCF multiple in year [--] with buybacks and dividends you get to around 13-15% CAGR. Bear case is 10% at current prices. Id buy on any weakness"
X Link 2026-02-10T11:35Z [---] followers, [--] engagements

"@TheAbomNoMan In [--] years I see a bear case where $NFLX has 50B in FCF (375M subs @ $20 ARPU/month. That would still get you 13-15% CAGR. Base case is 20% and bull case is 25% CAGR. Unless I see some deterioration it looks solid from here"
X Link 2026-02-10T11:35Z [---] followers, [--] engagements

"@TheAbomNoMan And yea I have no idea why $COST and $WMT are trading where they are. Maybe its just momentum trading It wont end well IMHO"
X Link 2026-02-10T11:37Z [---] followers, [--] engagements

"@Mithrandir_Fund @Divs_King One risk with $FICO is that companies are starting to create their own risk models using real-time transaction data and cutting out FICO. Im for sure a seller of $FICO here. Too much uncertainty. Its being somewhat disrupted for the first time ever"
X Link 2026-02-10T12:08Z [---] followers, [--] engagements

"@Divergent7651 Dont they have ridiculous SBC relative to their MC I dont trust $SNAP management"
X Link 2026-02-10T15:22Z [---] followers, [---] engagements

"@cajunpies @QualityInvest5 Please tell me more about Avo and Mango"
X Link 2026-02-10T20:05Z [---] followers, [--] engagements

"@cajunpies @QualityInvest5 Thanks for all the detail I had read about these online but I like your expert deep insights. $META is 15% of my portfolio so I hope it works out. lol. Long $META"
X Link 2026-02-10T20:10Z [---] followers, [--] engagements

"@WillBiddy_ I believe I will hold $BRKB forever"
X Link 2026-02-10T23:49Z [---] followers, [---] engagements

"@DayPriest Very true. I always assume in ten years the company will be valued at 15X free cash flow or less. If it passes that test I should be good to invest regardless of the current FCF multiple"
X Link 2026-02-10T23:55Z [---] followers, [--] engagements

"@GuyTalksEnergy $META"
X Link 2026-02-11T00:12Z [---] followers, [--] engagements

"@YodaStockInvest What is a growth stock investor There is just investing. $CHTR"
X Link 2026-02-11T00:26Z [---] followers, [---] engagements

"@ConvexDispatch Im excited to read. I love your work. But with $BTC dont you just wait until it falls 70% buy and sell when it goes up 3-5X Is it more complicated than that"
X Link 2026-02-11T11:14Z [---] followers, [--] engagements

"@SelfMadeMastery $META lol"
X Link 2026-02-11T18:38Z [---] followers, [--] engagements

"@TheAbomNoMan The only real way it works out really well is if they spin out the entertainment buisness like $WBD. Otherwise you might as well go with a pure play like $CHTR or $DIS for entertainment if you like the experiences segment. Or just go with $NFLX. Comcast does not scream buy"
X Link 2026-02-11T22:47Z [---] followers, [---] engagements

"@Mr_Derivatives Who cares what Bill Ackman does"
X Link 2026-02-11T23:22Z [---] followers, [--] engagements

"@vivekBWT @Mr_Derivatives I wouldnt go that far. He did great on $CMG"
X Link 2026-02-11T23:24Z [---] followers, [--] engagements

"@joespfeifer @Mr_Derivatives Sorry that isnt what the data says. Both $NFLX and $META are on sale here"
X Link 2026-02-11T23:28Z [---] followers, [--] engagements

"@commonsenseplay Only buy $OPEN if you like losing money"
X Link 2026-02-12T12:01Z [---] followers, [--] engagements

"@BitcoinTeacher_ Just sell it already. Dont be the sucker at the table. Just throwing good $$$ after bad"
X Link 2026-02-12T12:14Z [---] followers, [--] engagements

"@BitcoinTeacher_ I wont delete it. I genuinely hope it does do that for you. I have no stake either way in $BTC"
X Link 2026-02-12T12:31Z [---] followers, [--] engagements

"@TheStockBro These are my positions from Jan [--]. I typically only buy maybe one new stock a year. I have not purchased anything YTD. $BRK.B 31% $META 16% $XOM 11% $DG 10% $NFLX 10% $HCC 7% $CHTR 5% $OLN 5% $OXY 5%"
X Link 2026-02-12T22:40Z [---] followers, [--] engagements

"@ConvexDispatch Great read. 25% is strong conviction When are you predicting 250K $BTC Is that a [--] year price target"
X Link 2026-02-12T23:56Z [---] followers, [---] engagements

"@FinanceJack44 Easy $NFLX"
X Link 2026-02-14T12:23Z [---] followers, [--] engagements

"@ReneSellmann Buy and HODL"
X Link 2026-02-14T15:05Z [---] followers, [--] engagements

"@global1elijah @SPXSatoshi But everyone hates $AMZN and most love $NFLX"
X Link 2026-02-14T23:22Z [---] followers, [--] engagements

"$CHTR observations June 2021: MC: 143B TTM FCF: 8.5B LT Debt: 87B [----] Estimate: MC: FCF: 9B+ LT Debt: 85-95B Current MC: 30B How does this not at least double (likely more) in the next [--] years Im not even including buybacks"
X Link 2026-02-10T11:49Z [---] followers, [--] engagements

"At current historically inflation adjusted low oil prices $OXY can CAGR at 15% over the next decade. Imagine what happens when oil mean revertslong $OXY"
X Link 2026-02-10T19:55Z [---] followers, [---] engagements

"You should consider being overweight oil and gas stocks (at least a 5% allocation). If and when we get a sustained oil price spike the economy will almost certainly go into a recession. NFA. Long $OXY $XOM"
X Link 2026-02-11T11:24Z [---] followers, [---] engagements

"Everyone buying $AMD should consider buying $AMR instead"
X Link 2026-02-11T23:37Z [---] followers, [---] engagements

"Today is a good time to think about what can go wrong with each name in your portfolio. Minimizing downside with predictable upside is the name of the game. What happens if China invades Taiwan Another banking crisis Major war Etc. How robust is your portfolio"
X Link 2026-02-12T11:42Z [---] followers, [--] engagements

"I love how I can beat the market (over [--] years so far) in investing with no formal training and another completely unrelated full time job. In what other career can amateurs outperform professionals with minimal time and effort"
X Link 2026-02-15T11:51Z [---] followers, [---] engagements

"Of course my track record is subject to change by a few bad years. Haha"
X Link 2026-02-15T11:52Z [---] followers, [--] engagements

"$CHTR will double its FCF to 10B+ in [--] years (probably sooner) on a 30B MC company. And it is mechanical. Just reduced capex and debt reduction. Im a buyer. Long $CHTR"
X Link 2026-02-15T19:10Z [---] followers, [--] engagements

"@growthrapidly Whats so great about $SOFI"
X Link 2026-02-15T21:22Z [---] followers, [---] engagements

"@WillBiddy_ You really want to put your hard earned money into a language learning app And no serious investors use $HOOD. They will start there but eventually leave"
X Link 2026-02-15T23:50Z [---] followers, [--] engagements

"@DeItaone It doesnt really matter. If $NFLX really wants it they can just add 10B to the deal and it is over. They just renegotiate a larger breakup fee. Netflix will get WBD if they want it"
X Link 2026-02-15T23:56Z [---] followers, [---] engagements

"@Divergent7651 Whats the elevator pitch on this stock Im curious why this is a permanent holding for you"
X Link 2026-01-12T02:14Z [---] followers, [----] engagements

"@TheRealBirnbaum So what are you buying here"
X Link 2026-02-11T23:45Z [---] followers, [----] engagements

"@DayPriest Im so torn on $UBER. I see that they can be an aggregator to optimize fleet utilization but part of me thinks it wont be a big deal to just get a Waymo or Tesla and cut out $UBER. How do you know $UBER wont get cut out"
X Link 2026-02-13T23:03Z [---] followers, [---] engagements

"@TheAbomNoMan I dont like $JPM here. Bank valuations seem stretched to me. It could easily drop from 3X tangible book to 2X. You also have Jamie retirement risk. A recession also seems inevitable soon. $JPM looks primed to be at or below the market returns. Why not add some energy exposure"
X Link 2026-02-14T18:45Z [---] followers, [--] engagements

"@TheAbomNoMan Someone will. Might as well be you I actually think its very doable. Your Google holdings alone could keep you outperforming. I have mistakenly sat on the sidelines on that one for years. Maybe one day I will join the Google club"
X Link 2026-02-14T22:26Z [---] followers, [--] engagements

"@SPXSatoshi $NFLX for sure"
X Link 2026-02-14T23:17Z [---] followers, [--] engagements

"@ShreyFinancial @SPXSatoshi $NFLX is not under pressure"
X Link 2026-02-14T23:19Z [---] followers, [--] engagements

"@StockMKTNewz $OPEN"
X Link 2026-02-14T23:25Z [---] followers, [---] engagements

"@ShreyFinancial @SPXSatoshi How about every Valentines Day"
X Link 2026-02-14T23:46Z [---] followers, [--] engagements

"@DividendRob It will probably 10X over the next decade"
X Link 2026-02-15T12:15Z [---] followers, [--] engagements

"@Mithrandir_Fund Who cares Do you hate money or something Haha"
X Link 2026-02-15T18:53Z [---] followers, [--] engagements

"@Scienceseur @nataninvesting $HCC"
X Link 2026-02-03T20:12Z [---] followers, [--] engagements

"@justen_ellis @nataninvesting Interesting you dont see that stock mentioned on X often"
X Link 2026-02-03T23:47Z [---] followers, [--] engagements

"Want a free 10K Switch to @GetSpectrum internet and Spectrum mobile. Save 1K in your first year. Invest the 1K in $CHTR stock and dont sell. Wait [--] years and you will have 10K for free Long $CHTR. Not financial advice"
X Link 2026-02-04T11:52Z [---] followers, [---] engagements

"Its probably a great buy and will likely work out from these levels. However before I buy I need near certainty"
X Link 2026-02-08T19:17Z [---] followers, [--] engagements

"@mr_deepvalue @themattharbaugh Yes for example $HCC. It has a pristine balance sheet. Long runway. Low capex going forward. Trading at 5X normalized FCF. Its a great company"
X Link 2026-02-08T19:28Z [---] followers, [---] engagements

"Holding bank stocks in this environment is a big mistake. Im a seller of $BAC $JPM $WFC and others. Too many better opportunities with lower risk"
X Link 2026-02-12T11:53Z [---] followers, [--] engagements

"@growthrapidly $NFLX -17%. Woof. But its a buy"
X Link 2026-02-12T22:28Z [---] followers, [---] engagements

"Simple rule. Always assume in ten years your stock will trade at 15X FCF or less. You will make better decisions when you buy with this framing"
X Link 2026-02-13T11:57Z [---] followers, [--] engagements

"@realsteveeisman glad to hear you are a fan of $CHTR. Its obvious isnt it Nobody listens to me about $CHTR but maybe they will listen to you. I love the podcast #TheRealEismanPlaybook"
X Link 2026-02-14T01:59Z [---] followers, [--] engagements

"@YodaStockInvest $CHTR"
X Link 2026-02-14T15:57Z [---] followers, [---] engagements

"@Investingcom $CHTR"
X Link 2026-02-14T19:46Z [---] followers, [--] engagements

"@DividendDynasty This should be at least 10% of everyones portfolio right now. Long $BRKB"
X Link 2026-02-14T22:52Z [---] followers, [---] engagements

"@ShreyFinancial @SPXSatoshi $NFLX has a better product and lower price than all of those"
X Link 2026-02-14T23:32Z [---] followers, [--] engagements

"@Divergent7651 this is another reason to sell $SNAP. Better off buying $META or more $CHTR. Thoughts on $SNAP When I invest in an entrepreneur I am not just buying a ticker. I am choosing to stand in life with that person through thick and thin. So if the stock is falling hard and the founder is selling a meaningful amount of shares into that decline over and Thoughts on $SNAP When I invest in an entrepreneur I am not just buying a ticker. I am choosing to stand in life with that person through thick and thin. So if the stock is falling hard and the founder is selling a meaningful amount of"
X Link 2026-02-14T23:40Z [---] followers, [---] engagements

"@DayPriest Id love for $HCC to remain below 5B MC for decades. The FCF alone over the cycle should get 15%+ CAGR. We win if it goes up. We win if it goes down. $HCC"
X Link 2026-02-15T11:42Z [---] followers, [--] engagements

"@investwithintel $SOFI"
X Link 2026-02-15T12:11Z [---] followers, [--] engagements

"@joecarlsonshow The interest on Berkshire Hathaways cash is 4X $PLTR revenue. lol. Long $BRKB and $NFLX"
X Link 2026-02-15T13:24Z [---] followers, [--] engagements

"@BitcoinTeacher_ I think $BTC is a FOMO asset that is going down a lot further"
X Link 2026-02-15T18:46Z [---] followers, [--] engagements

"Im tempted to buy $CSU but I cant. The reason is that I assume in year [--] everything I buy will trade at 15X FCF. $CSU would need to compound FCF at around 20% CAGR to guarantee my desired return of 15% CAGR. I dont see it happening. Great company though"
X Link 2026-02-08T19:16Z [---] followers, [---] engagements

"Welcome to team $META @BillAckman. Interested in joining team $NFLX again Its on sale"
X Link 2026-02-11T18:35Z [---] followers, [---] engagements

"The real question is why does anyone pay for the blue checkmark If you spend forever on X and eventually monetize thats fine but otherwise its a complete waste of money. Id invest it instead. The free version of X is great for a casual user IMO"
X Link 2026-02-12T11:51Z [---] followers, [--] engagements

"Anyone else excited for Greg Abels first letter coming soon I think one thing that is under-appreciated is that Greg is an energy investing wizard. With stocks at their current valuations $BRKB is an unbelievably cheap stock"
X Link 2026-02-14T18:17Z [---] followers, [---] engagements

"@varunv_malhotra The problem is that you have stocks like $CHTR and $OXY that have a worst case of 10% CAGR over the next decade vs. worst case of losing money on $CSU. Probably will be fine but why take the risk compared to near certainty in other names"
X Link 2026-02-14T18:22Z [---] followers, [---] engagements

"As a follow on. What do professional investors do all day I mean Todd Combs ran GEICO while managing billions. Good investing just takes making a few good decisions and doing nothing. Thats it. I love how I can beat the market (over [--] years so far) in investing with no formal training and another completely unrelated full time job. In what other career can amateurs outperform professionals with minimal time and effort I love how I can beat the market (over [--] years so far) in investing with no formal training and another completely unrelated full time job. In what other career can amateurs"
X Link 2026-02-15T11:58Z [---] followers, [--] engagements

"@leevalueroach You can invest in both types. I own $CHTR and $NFLX and they have the same level of certainty in my mind"
X Link 2026-02-15T13:38Z [---] followers, [--] engagements

"@lloydjamesross @leevalueroach $CHTR. Their FCF will double in the next [--] years and they are priced like they are going under. Long $CHTR"
X Link 2026-02-15T13:40Z [---] followers, [--] engagements

"@b22rt @lloydjamesross @leevalueroach They have FCF of about 5B right now. They just went through a Capex cycle. Capex will fall 4B. Debt repayment/expense management leads to another 1B. So you have a 30B MC company that will have [--] or 10B in FCF in 2029"
X Link 2026-02-15T18:10Z [---] followers, [--] engagements

"@BitcoinTeacher_ Have you ever read a book on investing"
X Link 2026-02-15T18:56Z [---] followers, [--] engagements

"@investwithintel Im not but I own $META which is better. Does that count I guess I will know if you follow me"
X Link 2026-02-15T19:05Z [---] followers, [--] engagements

"@CoachKorey3 Not sure about the stocks (depends on which ones) but definitely not Bitcoin"
X Link 2026-02-15T20:27Z [---] followers, [--] engagements

"@ant_trading1 Id get out of $OPEN ASAP. Buy $BRKB instead"
X Link 2026-02-15T21:33Z [---] followers, [--] engagements

"@valerijatrades1 The same sister. Although maybe stay away from $BTC and stack $BRKB instead"
X Link 2026-02-15T23:59Z [---] followers, [--] engagements

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