@irbezek Avatar @irbezek Ian Bezek

Ian Bezek posts on X about $aval, colombia, ai, stocks 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 32.52% stocks 30.08% countries 15.45% cryptocurrencies 9.76% technology brands 3.25% currencies 1.63% travel destinations 0.81% social networks 0.81% celebrities 0.81% musicians 0.81%

Social topic influence $aval #1, colombia 6.5%, ai 6.5%, stocks #2654, $cib #2, $caap #1, $ec 4.07%, alltime #777, more than 3.25%, trade 3.25%

Top accounts mentioned or mentioned by @bowtiedcolombia @jeremie0117 @acapitallp @valuedrift @hitthebottom1 @taobanker @valueseeker @saynototrading @_aashishreddy @grainjones @benfranksaltego @mikefritzell @waterworldcapi1 @japandeepvalue1 @localhero55 @orrdavid @alexbronzini @deepsailcapital @merridew @lasse108

Top assets mentioned GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL) Bancolombia S.A. (CIB) Corporacion America Airports S.A. (CAAP) Ecopetrol S.A (EC) Bitcoin (BTC) NuCypher (NU) Suncor Energy, Inc. (SU) AS Roma Fan Token (ASR) PAC Protocol (PAC) Duolingo, Inc. (DUOL) Coca-Cola FEMSA, S.A.B DE C.V (KOF) Strategy (MSTR) MercadoLibre Inc (MELI) Hormel Foods Corp (HRL) Auna S.A. (AUNA) Canadian Natural Resources Limited (CNQ) Tyler Technologies, Inc. (TYL) Gartner Inc (IT) NVIDIA Corp. (NVDA) Spacemesh (SMH) Costco Hot Dog (COST) Coca-Cola Co (KO) Simon Property Group Inc (SPG) AppLovin Corporation (APP) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"Any updates on $MSTR earnings coming into the Q4 print With Bitcoin at $108000 $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly $11.2B Net Income $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars [---] times That's a lot of fuckin money Wall street WILL BE Bewildered 🟩👆🏼 https://t.co/mzPwIPebrg With Bitcoin at $108000 $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly $11.2B Net Income $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars [---] times That's a lot of fuckin money Wall street WILL"
X Link 2026-02-03T18:44Z 21K followers, [----] engagements

"I haven't heard much from the Colombia is uninvestable because it has a socialist president folks lately. Curious. $AVAL"
X Link 2025-10-26T14:13Z 21K followers, 14.2K engagements

"@feliperojas1984 Actually underperforming $AVAL $CIB and Davivienda this year. Though obviously it ran up a bunch prior to 2025"
X Link 2025-10-26T19:38Z 20.9K followers, [---] engagements

"@valuedrift $MELI up double-digits today and this is at the margins way more material to $CAAP than MercadoLibre"
X Link 2026-01-05T18:15Z 21K followers, [---] engagements

"@OnodaCapital $HRL was the obvious one but it tanked along with all the other packaged foods companies. Stinks that my all protein everything thesis from five years ago was dead right and didn't matter whatsoever"
X Link 2026-01-09T14:02Z 21K followers, [----] engagements

"@BowTiedColombia Price of oil is down 40% since Petro came to power as well. $EC will be just fine if oil goes back up. If not profits will remain lower regardless of the next president"
X Link 2026-01-19T21:22Z 21K followers, [----] engagements

"@BowTiedColombia You should include the dividend in results since $EC pays almost all its profits out to shareholders and Chevron pays far less of its profits to owners. On this basis Ecopetrol has performed in line with peers since the election"
X Link 2026-01-19T21:33Z 21K followers, [---] engagements

"@Jk91185408 @BowTiedColombia Petro was bad for $EC (it would have earned more money and had a higher stock price had Rodolfo won in 2022). But also it's an oil company and the price of oil tanked. Ecopetrol lost money outright at some points in late 2010s under right-wing govs when oil was at $40"
X Link 2026-01-19T22:21Z 21K followers, [---] engagements

"@Grainjones $aval will be a $10 stock again next Colombian growth spurt. Happy to keep collecting the monthly dividends until then"
X Link 2026-01-20T22:08Z 21K followers, 142.9K engagements

"@Grainjones Another nice day and week in the making. $AVAL"
X Link 2026-01-21T19:19Z 21K followers, [----] engagements

"$AUNA up 13% today and nobody's tweeted about it yet. We are so early LatAm healthcare enjooooyers"
X Link 2026-01-22T18:13Z 21K followers, [----] engagements

"@khan_khubilai @BenFranksAltEgo I was aiming for $100 by year-end [----]. May have been too pessimistic on the timing Think peer $aval has a lot more upside left from here"
X Link 2026-01-24T00:37Z 21K followers, [---] engagements

"@MikeFritzell And yet a bunch of oil equities are at multi-year highs. Why is Suncor for example worth more at $60 oil now than it was at $120 oil four years ago"
X Link 2026-01-26T01:10Z 21K followers, [----] engagements

"@walnutavevalue @MikeFritzell I have owned $CNQ and $SU since [----] and have more than a double on them. Good businesses. Just that the sentiment/price action doesn't match the FinTwit view that oil is currently out of favor"
X Link 2026-01-26T01:50Z 21K followers, [---] engagements

"@docafterdark1 Congrats happy to hear it"
X Link 2026-01-27T00:42Z 21K followers, [---] engagements

"Greatly underappreciated how excluding authoritarian regimes from your emerging market investments improves returns. If you are using an ETF for access to this space $FRDM beats $EEM every day of the week"
X Link 2026-01-28T13:09Z 21K followers, 32.3K engagements

"@WaterworldCapi1 @VeeEyeEll Time to ladder $TYL into earnings"
X Link 2026-01-28T17:40Z 21K followers, [---] engagements

"Warsh as Fed Chair good for U.S. Dollar/bonds bad for run it hot/metals/debasement trade correct"
X Link 2026-01-30T01:08Z 21K followers, 45.8K engagements

"What if the next big rotation is into bonds. $tlt"
X Link 2026-01-30T23:44Z 20.9K followers, 12.6K engagements

"@Lee_Lichterman Not sure why people were buying them when yields were super low. I started allocating to treasury bonds in August [----] after having zero exposure to them in my first [--] years of investing. I don't mind waiting a couple years for liftoff -- part of a balanced portfolio"
X Link 2026-01-31T00:39Z 20.9K followers, [---] engagements

"@jeremie0117 @hit_the_bottom1 The debt is effectively Republica de Colombia debt. Why is Colombian CDS so cheap and the Colombian Peso up 40% against USD since the Petro lows if we were going to default anytime soon. $EC has bad governance recently sure. That's not a bankruptcy thesis"
X Link 2026-02-02T01:06Z 21K followers, [---] engagements

"@taobanker Whole category is trading as if it SaaS-adjacent stuff that is gonna get AI-nuked no"
X Link 2026-02-02T17:52Z 21K followers, [----] engagements

"@taobanker And there goes $IT down 25%. Beatings will continue until morale improves"
X Link 2026-02-03T15:15Z 21K followers, [---] engagements

"More than a thousand new 52-week lows on U.S. stock exchanges today (including ETFs). Been a while since we had a number that high"
X Link 2026-02-03T17:03Z 21K followers, 14.7K engagements

"@valuedrift $NVDA is 20% of $SMH and the whole semiconductor space is trading like a meme stonk at the moment. Wouldn't read too much into it"
X Link 2026-02-03T20:24Z 20.9K followers, [----] engagements

"This is where we are at with a 2% drawdown in the S&P [---]. Lot of folks gonna have issues if the market draws down 10% let alone goes into an actual bear. Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm"
X Link 2026-02-03T23:30Z 21K followers, 54.2K engagements

"@finphysnerd I agree with you but also $COST has traded at a stupid multiple for years now so how knows"
X Link 2026-02-03T23:36Z 21K followers, [----] engagements

"@AltayCapital @JapanDeepValue1 As long as they bid my liquor stocks back up to 20x+ I don't care how high $KO goes (it is already kinda stupid here but whatever)"
X Link 2026-02-03T23:43Z 20.9K followers, [---] engagements

"@AggieCapitalist Almost all the then-U.S. listed all mall REITs went bust and even the good one ( $SPG ) is trading lower than in [----]. Shopping centers admittedly weren't as bad"
X Link 2026-02-03T23:51Z 21K followers, [---] engagements

"@BowTiedColombia They charge even higher rates in Brazil. Bad for borrowers but very good for $nu stock owners of which I am one"
X Link 2026-02-04T00:35Z 21K followers, [----] engagements

"This is going to bounce hard at some point. This also isn't the sort of chart you should go all-in on with leverage. All the bottom calls from yesterday already underwater. $IGV"
X Link 2026-02-05T18:52Z 21K followers, 10.2K engagements

"@ClarkSquareCap @atelicinvest There is a Polish saas company trading at 6x earnings with a 10+ divi yield. Makes me chuckle when people say the us saas names are bombed out. Nah just down from formerly silly prices (so far)"
X Link 2026-02-05T22:32Z 21K followers, [----] engagements

"@LocalHero55 I don't think the $NU biz is worth anything in U.S. yet they just got the bank charter last month. If that got paused/delayed wouldn't change my outlook much. That said I think we're at "peak Trump" already and after midterms much less Trump headline risk for S. America"
X Link 2026-02-06T18:09Z 20.9K followers, [---] engagements

"@valuedrift @orrdavid David is one of the very few people that got a lower cost basis on $OMAB than me (my lowest lots are from the high $20s)"
X Link 2026-02-07T02:38Z 20.9K followers, [---] engagements

"@WaterworldCapi1 Yeah $APP getting slammed on the Google Genie thing didn't make any sense"
X Link 2026-02-09T01:20Z 20.9K followers, [---] engagements

"@KairosPraxis @diyas_1989 You post some nonsense on Reddit ChatGPT parrots it out to everyone you dump your stonks on the bagholders"
X Link 2026-02-11T00:02Z 21K followers, [---] engagements

"Periodic reminder that Brown Forman class A shares have voting rights the B class do not and are equal in all other ways. Yet the B shares often trade at a premium due to having much larger weight in ETFs + liquid options. I've added approx. 15% to my position costfree over the years rotating between share classes when the premium goes wide. https://twitter.com/i/web/status/2022062468990673117 https://twitter.com/i/web/status/2022062468990673117"
X Link 2026-02-12T21:37Z 21K followers, [----] engagements

"@TheNarrenschiff Regardless of which of the two scenarios is right buying $WMT at 45x earnings is the wrong answer. But Walmart was the only Dow [--] stock to go up in [----] crisis so people going to replay the old book until proven wrong. I like bonds here but could be wrong. $TLT"
X Link 2026-02-12T21:51Z 21K followers, [----] engagements

"@agnostoxxx If AGI is real it will destroy the economy. If it's not real a lot of tech stocks are gonna get smoked. AI is fine and good for many things. AGI is a different can of worms"
X Link 2026-02-13T11:40Z 21K followers, [----] engagements

"@awealthofcs Cathie Wood promised us 50% GDP growth back in [----]. Any day now the AI acceleration will hit. https://x.com/CathieDWood/status/1528179451070230530 .@ARKInvest must share more of our research about #artificialgeneralintelligence (AGI) and how it is likely to transform the way the world works. Within 6-12 years breakthroughs in AGI could a accelerate growth in GDP from 3-5% per year to 30-50% per year. New DNA will win https://x.com/CathieDWood/status/1528179451070230530 .@ARKInvest must share more of our research about #artificialgeneralintelligence (AGI) and how it is likely to"
X Link 2026-02-14T02:28Z 21K followers, [----] engagements

"@BowTiedColombia But also $asr has Brazil exposure and rest of biz is good stuff like Medellin rather than Europe"
X Link 2026-02-16T16:58Z 21K followers, [---] engagements

"@CapitalValor You're competing with hard discounters on a fair bit of merchandise. And Dollarama (already has a huge dollar store chain in Colombia) is now playing in Mexico too"
X Link 2026-01-15T16:25Z 21K followers, [----] engagements

"Happy new all-time highs month for Bancolombia aka Grupo Cibest $CIB to all who celebrate. After the run over the past year now up to 8x earnings. ;) Colombia was an absolute fire sale in 2022-3 nice to be back in business here"
X Link 2026-01-16T13:42Z 21K followers, [----] engagements

"People talking about Saaspocalypse and $NOW is still trading at 75x GAAP earnings and 50x EBITDA. Have these people ever traded any other sector Sometimes valuation multiples go down"
X Link 2026-01-16T15:06Z 21K followers, 36.2K engagements

"@stoked_on_waves $aval is up 120% over the past year. $cib at new all-time highs. $ec badly lagging a lot of other Colombian names"
X Link 2026-01-20T23:09Z 21K followers, [---] engagements

"Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up"
X Link 2026-01-22T16:21Z 21K followers, 12.9K engagements

"Colombia's leading bank Bancolombia $CIB already setting new all-time highs. Its chief rival. $AVAL. is not. however it is back over $5 today for the first time in four years. Lot more room to run if you're bullish on Latam/Colombia"
X Link 2026-01-27T00:37Z 21K followers, 12.3K engagements

"@ptuomov I'd assume you pay more for $FRDM in general. But you don't end up eating writeoffs when stuff like Russia goes to zero"
X Link 2026-01-28T13:42Z 21K followers, [---] engagements

"Gold drops $100/oz falling to prices not seen in almost half an hour"
X Link 2026-01-28T23:56Z 21K followers, 13.3K engagements

"Every time you read some scary headline about Colombia's president you inevitably get this a few months later. $COLO $CIB $AVAL Colombias top court suspended billions of dollars of tax increases that the government had attempted by enact by decree bypassing congress https://t.co/Qo7BvambxQ Colombias top court suspended billions of dollars of tax increases that the government had attempted by enact by decree bypassing congress https://t.co/Qo7BvambxQ"
X Link 2026-01-30T01:21Z 21K followers, [----] engagements

"Feels like just last week many were saying metals selling off was going to cause a rotation into crypto"
X Link 2026-01-31T17:37Z 21K followers, [----] engagements

"I ran or walked 442km (275 miles) in January"
X Link 2026-02-01T12:37Z 21K followers, [----] engagements

"Feels like just last week many were saying metals selling off was going to cause a rotation into energy"
X Link 2026-02-02T11:54Z 21K followers, [----] engagements

"Sureste Airports up 5% today to new all-time highs today. No bear market here. $ASR Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up. Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up"
X Link 2026-02-03T17:30Z 21K followers, [----] engagements

"Nice to see people are so focused on AI destroying other industries that liquor stocks are finally a defensive safe haven trade again. $BF $DEO"
X Link 2026-02-04T14:42Z 21K followers, 10.4K engagements

"I was under the impression that those of us no-coiners were being left behind by the new monetary system. Why do the crypto bros want to help themselves to my taxpayer money 🚨 UPDATE: Treasury Secretary Bessent says the US Treasury has no authority to use taxpayer funds to bail out Bitcoin. https://t.co/N0SL023isg 🚨 UPDATE: Treasury Secretary Bessent says the US Treasury has no authority to use taxpayer funds to bail out Bitcoin. https://t.co/N0SL023isg"
X Link 2026-02-04T17:17Z 21K followers, [----] engagements

"Funny part of highly levered long/shorts getting margin called is that they have to cover their shorts into thin liquidity. $RCO & many other examples today in staples-land"
X Link 2026-02-04T17:33Z 21K followers, [----] engagements

"Headsup for Brazil fans Lula back up to nearly 60% odds of winning election this fall. Bolsonaro's son being the candidate rather than a much more qualified conservative taking its toll. Don't think Lula winning again hits $NU too badly but not great for $PBR/ $VALE /etc"
X Link 2026-02-05T14:28Z 21K followers, [----] engagements

"@TheStalwart Series of rolling asset bubbles and golden age of grift realizing that Fed balance sheet is about to be drained and Dems are winning the midterms in November"
X Link 2026-02-05T15:42Z 21K followers, [----] engagements

"@Simon_v100 @porta253 $EWZ absolutely imploded 2014-16 when they were profligately spending under a different leftist (Dilma). Market will care at some point though high commodity prices can potentially delay day of reckoning"
X Link 2026-02-05T17:32Z 21K followers, [---] engagements

"Fintwit meetup in Cognac France when this is back at [---] Euros. $RCO"
X Link 2026-02-10T16:25Z 21K followers, [----] engagements

"RT @alexbronzini: I can normally grasp why others find an argument compelling even when I dont. Here Im genuinely at a loss"
X Link 2026-02-11T16:50Z 21K followers, [--] engagements

"@ConnorJBates_ No shelter in furniture why $RH is RIP"
X Link 2026-02-12T19:43Z 21K followers, [----] engagements

"@ValueSeeker_ Think it's closer to 55% not 89% maybe your data source missed a reverse split. Still down a bunch regardless"
X Link 2026-02-14T22:52Z 21K followers, [----] engagements

"@ValueSeeker_ Real issue is a ship of Theseus problem. Index components totally changed the new ones aren't down nearly so much. In fact $colo top holding $cib is already above old peak. I think Colombia can double from here in 2-3 years but it isn't going to 9x"
X Link 2026-02-14T22:54Z 21K followers, [----] engagements

"@88888sAccount Understandable that a guy who went all in on nfts at the peak is turning into an AI slop cannon"
X Link 2026-02-15T13:30Z 21K followers, [----] engagements

"@NuggetCapital Nelson is a thoughtful investor and great guy. Not sure who your "camp" is but this is a bad first impression"
X Link 2026-02-15T23:52Z 21K followers, [----] engagements

"Aside from valuations here's another reason why European airport stocks underperform the Latam ones. Insightful. Notice anything https://t.co/cIURECkcTC Insightful. Notice anything https://t.co/cIURECkcTC"
X Link 2026-02-16T11:24Z 21K followers, 11.5K engagements

"@tomicki @ValueSeeker_ I think (could be wrong) that's the difference between price change and total return. $COLO has many higher-yielding equities in it"
X Link 2026-02-15T00:16Z 21K followers, [---] engagements

"This played out faster than expected. Warsh as Fed Chair good for U.S. Dollar/bonds bad for run it hot/metals/debasement trade correct Warsh as Fed Chair good for U.S. Dollar/bonds bad for run it hot/metals/debasement trade correct"
X Link 2026-02-05T22:39Z 21K followers, 10.7K engagements

"@taobanker Nine articles over the past month all bullish yet the stonk keeps going down. Weird. In fact my bearish article is the last one the site published and that was 33% ago. $DUOL"
X Link 2026-02-17T15:43Z 21K followers, [----] engagements

"Three of the top four performers YTD are Latam. [----] was just the first act for South America. The US is only beating [--] countries YTD and is up 1%. There are [--] countries up at least 5% and [--] countries up at least 10%. https://t.co/Z2n9QhgfQJ The US is only beating [--] countries YTD and is up 1%. There are [--] countries up at least 5% and [--] countries up at least 10%. https://t.co/Z2n9QhgfQJ"
X Link 2026-01-23T01:10Z 20.8K followers, 26.9K engagements

"@BenFranksAltEgo I'm looking for it to rip to mid-$100s now that it finally broke out and has tailwinds in multiple of its markets. But $FMX/$KOF complex is good for disappointment historically can't go broke taking profits"
X Link 2026-01-23T23:50Z 21K followers, [----] engagements

"@midtown_rob They're gonna lose $40bn+ on $ea and that's just another day at the office by their standards"
X Link 2026-01-25T17:20Z 20.9K followers, [---] engagements

"The main problem with shorting the dollar index is that you're mostly getting long euros. Given that euro will be back at parity within five years poor risk/reward"
X Link 2026-01-28T00:11Z 20.8K followers, [----] engagements

"@oldinvest US stocks didn't go down when the dollar went up. So should they go up when the dollar goes down Not a rhetorical question. I'm not sure"
X Link 2026-01-28T01:36Z 20.8K followers, [---] engagements

"@DurableCreators Commvault dropping 31% on an earning beat and decent guidance didn't help matters"
X Link 2026-01-28T01:37Z 20.8K followers, [----] engagements

"@lvgtoft Yeah I own individual stocks not an ETF. But I see a lot of folks talking about buying $EEM on the breakout"
X Link 2026-01-28T13:41Z 20.8K followers, [---] engagements

"@HedgeFundShorts $EEM's top five holdings are all tech companies as well. Arguably the Chinese ones like $BABA tend to be value traps because they can't efficiently distribute cash to foreign holders because of said authoritarian government"
X Link 2026-01-28T13:45Z 20.9K followers, [---] engagements

"@cogitoergoabsum Kalshi is available in Colombia and Polymarket is blocked on local IP addresses"
X Link 2026-01-28T17:53Z 20.8K followers, [---] engagements

"US government wastes hundreds millions of taxpayer dollars taking an equity stake in a no revenue REE company on Sunday $usar and then nukes the sector this evening. 🤨"
X Link 2026-01-28T23:46Z 20.8K followers, 11.4K engagements

"@DeepSailCapital The bulls think $duol is a mobile gaming company which makes the lack of competition claim even more hilarious"
X Link 2026-01-29T16:55Z 20.9K followers, [----] engagements

"@SilbergleitJr @PeterSchiff He reportedly also underperformed the S&P [---] during the [----] crash despite "predicting" the crash since he thought the banks failing was going to cause an inflationary crack-up boom. Easier to write permadoomer posts than to profit from them"
X Link 2026-01-29T17:37Z 20.8K followers, [----] engagements

"@valuations_ Correct. People keep saying debasement this or deficit that but $SLV appears to just be the latest of the unending series of Gamestop gamma squeezes our capital markets have turned into"
X Link 2026-01-29T17:54Z 20.9K followers, 12.6K engagements

"@olliejmorgan With the rally it's now 7.5x EBITDA and EBITDA is going to grow at least 10%/year going forward so valuation is fine. But sure might run into some profit-takers near-term"
X Link 2026-01-29T19:58Z 20.8K followers, [---] engagements

"@drpetetobin @DeepSailCapital I think it's entertaining for what it is but I highly disagree with the bank analyst recently that suggested Duolingo is a direct comp to Candy Crush and $rblx"
X Link 2026-01-29T22:40Z 20.8K followers, [---] engagements

"@Merridew__ @eliant_capital Gold seems kind of annoyed though"
X Link 2026-01-30T01:14Z 20.8K followers, [---] engagements

"And there goes BTC off a cliff"
X Link 2026-01-30T01:46Z 20.8K followers, [----] engagements

"@Deathswap1 I'm convinced most of the people posting about AI/gaming haven't playing a computer game in 10+ years. For example: https://x.com/Ian_Fisch/status/2017143419852685565 @povssam This is why people hate AI boosters. It's not just "hey this is pretty cool". It's always: "it is definitely the end of the gaming studios" while showing off something extremely basic. https://x.com/Ian_Fisch/status/2017143419852685565 @povssam This is why people hate AI boosters. It's not just "hey this is pretty cool". It's always: "it is definitely the end of the gaming studios" while showing off"
X Link 2026-01-30T11:39Z 20.8K followers, [----] engagements

"@MarcelVos96 @indiedev_lad People can go play Parkitect a fantastic indie game that is in every way the new and improved Roller Coaster Tycoon and support some hard-working devs. Or they can cheer for this absolute AI slop that is a huge downgrade from a [--] year old game coded by one guy in assembly"
X Link 2026-01-31T00:46Z 20.8K followers, [---] engagements

"Busiest mall in Colombia Titan Plaza Bogota [--] million visitors in [----] +7% y-o-y. [------] people a day. Pretty wild compared to how malls in developed countries look nowadays"
X Link 2026-01-31T14:32Z 20.9K followers, 51.3K engagements

"@Tintincapital I spent such much time at Oakland Mall when I was living in Guatemala"
X Link 2026-01-31T14:42Z 20.8K followers, [---] engagements

"@lasse108 I felt that way as a single person I appreciate them now that I have kids"
X Link 2026-01-31T14:44Z 20.9K followers, [---] engagements

"@lasse108 Of everywhere I've spent more than a month (US Spain Peru Guatemala Mexico Argentina Colombia). Spain has the worst malls aside from the U.S. Probably related to how nice Spanish downtowns are"
X Link 2026-01-31T14:47Z 20.9K followers, [---] engagements

"@invertedfragil1 @jeremie0117 Possible they start a small dividend at some point but definitely not 4% yield out of the gate. Certainly not now with the two new contracts they just got"
X Link 2026-01-31T21:53Z 20.9K followers, [---] engagements

"@BowTiedColombia Colombian Caribbean should be difficult. especially near the border with Panama good luck. All of Central America except Panama should be easy. Bolivia's not bad not sure why it's counted like Southern Cone"
X Link 2026-02-01T14:55Z 20.9K followers, [----] engagements

"I'd take the other side of that bet. Here was Warsh in 2018: Warsh this Warsh that we are going to run it fucking hot. Dont get it twisted. Warsh this Warsh that we are going to run it fucking hot. Dont get it twisted"
X Link 2026-02-01T16:32Z 21K followers, 15.2K engagements

"@jeremie0117 @hit_the_bottom1 Why would it go bankrupt It's profitable at current oil prices and has ready access to capital markets"
X Link 2026-02-01T16:53Z 20.9K followers, [---] engagements

"@ohcapideas Correct. Kalshi's rate cut odds hardly moved once he was announced. Any pick was going to do Trump's bidding this year cost of admission"
X Link 2026-02-01T17:02Z 20.9K followers, [---] engagements

"@resourcebull Fair point. That said Dems control Congress again after November. Last two years of his term will just be more impeachment drama. Trump lame duck bully pulpit stops working right"
X Link 2026-02-01T18:17Z 20.9K followers, [---] engagements

"@Merridew__ Margin loan in CHF against a mix of mostly US and Latam stocks. Didn't want to sell investments to pay for my house"
X Link 2026-02-01T23:17Z 20.9K followers, [---] engagements

"@jeremie0117 @hit_the_bottom1 I bought LEAP call options when it was at $12 targeting $25. $36 might be a stretch but still like my odds of getting to $25 by expiry next year"
X Link 2026-02-02T01:08Z 20.9K followers, [---] engagements

"@hit_the_bottom1 @jeremie0117 That's news to me about no exploration. But also you're valuing the refining power distribution generation etc. assets to zero as well I guess"
X Link 2026-02-02T01:22Z 20.9K followers, [---] engagements

"@LocalHero55 @resourcebull 5%. Probably too high with that but as a veteran Kalshi/PredictIt trader I'm always wary of paying more than 95c for NOs against any unlikely outcome"
X Link 2026-02-02T13:52Z 20.9K followers, [--] engagements

"@winsteadscap I was looking forward to the Avalara IPO but guess Vista is stuck with that bag too"
X Link 2026-02-03T21:37Z 20.9K followers, [---] engagements

"@JapanDeepValue1 Thing that got me was everyone clamoring for the next rolling asset bubble once gold/silver tanked last week. As if we were guaranteed a run in crypto or energy or whatever. Warsh wants to shrink the balance sheet sometimes liquidity disappears and prices go down"
X Link 2026-02-03T23:38Z 20.9K followers, [----] engagements

"@RealHerbHoover @SowingAlphaSeed @orrdavid Wait. Seriously $PATH was his pick I did like four hours of research and concluded it was an obvious clunker when it was 30% higher than here"
X Link 2026-02-04T00:17Z 20.9K followers, [---] engagements

"@ACapitalLP Agree with you that few people want to listen to AI music. But would argue the real bear thesis is death of mass culture and lack of new hits that will have long catalog life. Nothing coming out in the 2020s is going to stick in the same way old bands/singers did"
X Link 2026-02-05T13:39Z 20.9K followers, [----] engagements

"@ACapitalLP Yep. Average age of fan is probably what [--] What were the cornerstone rock bands for millennials Hard to argue Linkin Park or Coldplay's catalog is worth nearly as much. And who knows for Zoomers. what rock band has mattered in popular culture recently"
X Link 2026-02-05T13:48Z 20.9K followers, [---] engagements

"@SayNoToTrading @ACapitalLP I think you missed my point. Nothing is "popular" at the moment because Gen z doesn't engage with music like we did. It's background noise for TikTok not active engagement"
X Link 2026-02-05T17:58Z 20.9K followers, [---] engagements

"@SayNoToTrading @ACapitalLP Sure agreed there. But it's background noise. The hits are ephemeral-. Lil Nas X or Olivia Rodrigo can get [--] billion streams on a song or two but no one cares about the album or the career. In one ear out the other. Mass media doesn't have the hooks to get people to care anymore"
X Link 2026-02-05T18:09Z 20.9K followers, [---] engagements

"@SayNoToTrading @ACapitalLP Old days radio magazines TV all built up bands to be larger than life. Now people just hear something in Spotify's new pop hits or alternative rock playlist or whatever and don't even bother learning the artist name. No catalog value"
X Link 2026-02-05T18:10Z 20.9K followers, [---] engagements

"@tangentstyle @pmje73 Clearly Paul has never been to a Mexican bar on a Sunday before"
X Link 2026-02-07T19:19Z 20.9K followers, [---] engagements

"Nio has enjoyed an incredible turnaround this year. But the valuation of NIO stock is excessive at this point. Nio has enjoyed an incredible turnaround this year. But the valuation of NIO stock is excessive at this point"
X Link 2020-10-14T19:28Z 21.6K followers, [----] engagements

"@LoveAndMoney15 If rates go up housing market tanks consumer consumption declines U.S. stonks down. If rates go down it's likely because of a recession which implies lower EPS and stonks down. What's the upside case from this starting multiple aside from AI produces some right tail boom"
X Link 2025-06-04T13:57Z 21K followers, [---] engagements

"@SowingAlphaSeed Great news for humanitarian reasons assuming Venezuela's economy is revitalized and migrants can return to home to a stable situation. Not many real obvious clear-cut big winners on an individual company basis. stuff like $CL (Colgate) $KOF $CPA benefit at the margins"
X Link 2025-11-08T01:36Z 21K followers, [---] engagements

"@valuedrift I think it's not impacting tourist visas (not 100% sure yet) and most of $CAAP's airports are far away from the US. If we were shutting down US/Mexico visas that'd be a nuke to the Mexican airports but US much smaller piece of CAAP's pie"
X Link 2026-01-14T17:51Z 21K followers, [----] engagements

"$CAAP up another 5% to fresh all-time highs on another strong traffic report. Love them airports"
X Link 2026-01-21T15:40Z 21K followers, [----] engagements

"Best total returns next five years $SPY Bitcoin $GLD $TLT $SPY Bitcoin $GLD $TLT"
X Link 2026-01-22T23:46Z 21K followers, [----] engagements

"Another day another dollar. Just one more until we move into the $30s. $CAAP"
X Link 2026-01-26T17:36Z 21K followers, 14.6K engagements

"And there you have it. $CAAP Another day another dollar. Just one more until we move into the $30s. $CAAP https://t.co/z8d4wqJFoh Another day another dollar. Just one more until we move into the $30s. $CAAP https://t.co/z8d4wqJFoh"
X Link 2026-01-29T19:46Z 21K followers, 10.5K engagements

"@NestBetter Paid email marketer National Inflation Association is getting paid $30000 to highlight the stock"
X Link 2025-04-24T01:43Z 21K followers, [----] engagements

"@CCM_Brett A lot of my investments: Credit card companies alcohol tobacco packaged food self-storage REITs etc. would collapse if people started living with more willpower and self-restraint. I'd accept that trade-off for a better society"
X Link 2023-07-25T15:35Z 21K followers, [----] engagements

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