@lundeen_ne Avatar @lundeen_ne Ryan Lundeen

Ryan Lundeen posts on X about $siri, $omc, $nlop, $khc 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 stocks 32.04% finance 27.18% technology brands 4.85% cryptocurrencies 3.88% social networks 2.91% financial services 1.94% countries 1.94% automotive brands 0.97% agencies 0.97%

Social topic influence $siri #8, $omc #1, $nlop #1, $khc #3, $ecvt #1, stocks 5.83%, money 4.85%, $wbd 4.85%, $bti 4.85%, the most 4.85%

Top accounts mentioned or mentioned by @davidkatunaric @rockwoodnotes @turtlebayio @karstresearch @loneelmcapital @madscapital @bobertbedford @rorschachstocks @shaletier7 @southernvalue95 @zerosumbond @blondesnmoney @7lukehallard @secrets4stocks @45wallst @dirtcheapstocks @hkuppy @opmpod @buckbid @midwesthedgie

Top assets mentioned Sirius XM Holdings Inc (SIRI) Omnicom Group Inc. (OMC) Kraft Heinz Co (KHC) Ecovyst Inc. (ECVT) Warner Bros Discovery, Inc. (WBD) British American Tobacco (BTI) Sable Offshore Corp. (SOC) Ardent Health Partners, LLC (ARDT) Cable One, Inc. (CABO) Clorox Co (CLX) European Wax Center, Inc. (EWCZ) KKR & Co, Inc. (KKR) Veno Finance (VNO) Davita Inc (DVA) Conagra Brands Inc (CAG) Synthetix (SNX) Viasat Inc (VSAT) Western Union Co (WU) Cogent Communications Holdings, Inc. (CCOI) Tesla, Inc. (TSLA) Philip Morris International Inc. (PM) Transocean LTD. (RIG) Hims & Hers Health, Inc. (HIMS) TransMedics Group, Inc. Common Stock (TMDX) Sea Limited (SE) Spotify Technology (SPOT) Kohl's Corporation (KSS)

Top Social Posts

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

"People said $SIRI wouldnt hit their FCF targets meanwhile the company has raised [----] FCF guidance twice this year"
X Link 2025-10-30T14:01Z [----] followers, [----] engagements

"Just got through The Credit Investors Handbook by Gatto & will probably go through it 1-2 more times. I can count on one hand the number of investment/text books Id recommend. Id choose this over Security Analysis et al 100x over"
X Link 2025-11-08T20:24Z [----] followers, 83.2K engagements

"Wrote some portfolio musings and how Im positioned going into the holidays / new year. Hope everyone has a happy thanksgiving. $NLOP $OMC $ECVT $ARDT $CLX $FONR $KHC $SIRI https://www.ryanlundeen.com/portfolio-musings/ https://www.ryanlundeen.com/portfolio-musings/"
X Link 2025-11-26T21:19Z [----] followers, [----] engagements

"Put together a short writeup on $ECVT. Free to read. https://www.ryanlundeen.com/ecovyst-ecvt/ https://www.ryanlundeen.com/ecovyst-ecvt/"
X Link 2025-11-16T16:10Z [----] followers, [----] engagements

"@BobertBedford I dont know anyone else who owns $OMC or $ECVT and @KarstResearch doesnt consider me a friend (he never call) so $ARDT doesnt count"
X Link 2025-12-04T21:39Z [----] followers, [---] engagements

"I need a 1-800-DONOTSELL hotline for $ECVT"
X Link 2026-01-14T17:40Z [----] followers, [---] engagements

"@KarstResearch Someone on here a couple years ago said you could just lever up all in on $CSU.TO because itd never had more than 20% drawdown or something. Cant believe the market decided not to abide by that historical precedent into eternity"
X Link 2026-02-03T16:22Z [----] followers, [---] engagements

"You know what you cant vibe code $KHC"
X Link 2026-02-04T04:57Z [----] followers, [----] engagements

"$SIRI $1.35B FCF guide; getting awfully close to that $1.5B FCF target theyre not supposed to get anywhere close to. People said $SIRI wouldnt hit their FCF targets meanwhile the company has raised [----] FCF guidance twice this year. People said $SIRI wouldnt hit their FCF targets meanwhile the company has raised [----] FCF guidance twice this year"
X Link 2026-02-05T14:24Z [----] followers, [----] engagements

"Feel like $EWCZ should have gotten at least $7.50 per share cash. But not surprised given how bad management's history of capital allocation was"
X Link 2026-02-10T15:33Z [----] followers, [---] engagements

"BUT THEY DONT REQUIRE MUCH INCREMENTAL CAPITAL TO GROW 😭"
X Link 2025-10-29T20:04Z [----] followers, 79.8K engagements

""do not understand the basics of capital structures" lol hastag $KKR Whatever King David's overall track record is his real estate track record is not. $HPP $VNO (for the record I am not long HPP) https://twitter.com/i/web/status/1995912804923310272 https://twitter.com/i/web/status/1995912804923310272"
X Link 2025-12-02T17:47Z [----] followers, [----] engagements

"Ratcheted $OMC to 30%"
X Link 2026-01-16T16:17Z [----] followers, [---] engagements

"If I wanted my largest holding to be down 10% on no news Id invest in micro caps What is this nonsense $OMC"
X Link 2026-02-03T14:56Z [----] followers, [----] engagements

"Some updates on stocks I own / watch with price targets. $FONR $OMC $PUB.PA $ECVT $KHC $DVA $SIRI $ARDT $CAG $NLOP $CABO https://www.rockwoodnotes.com/rapid-round/ https://www.rockwoodnotes.com/rapid-round/"
X Link 2026-02-05T07:11Z [----] followers, [---] engagements

"His palms are sweaty knees weak arms are heavy Theres vomit on his sweater already moms spgi"
X Link 2026-02-10T14:30Z [----] followers, 12.2K engagements

"$KHC breaking my heart not separating. $OMC $PUB.PA breaking my heart being absurdly undervalued. A day in the life of a value investor"
X Link 2026-02-11T16:17Z [----] followers, [---] engagements

"Put together a short update on some stocks. $CLX $ECVT $KHC $NLOP $OMC $PUB.PA https://www.rockwoodnotes.com/stock-updates/ https://www.rockwoodnotes.com/stock-updates/"
X Link 2026-02-16T03:34Z [----] followers, [---] engagements

"RT @RockwoodNotes: The Colson Corp how Jay and Bob Pritzker started The Marmon Group. $2.8M purchase price. 5% cash down. Warren Buffet"
X Link 2026-01-26T01:47Z [----] followers, [--] engagements

"KegChup. They come out with one of the greatest product names Ive ever seen and youre bearish $KHC"
X Link 2026-01-27T16:38Z [----] followers, [----] engagements

"RT @RockwoodNotes: 75x your money in under [--] years. Hold for [--] more. A.N. Pritzkers 500-Bagger (Paid) https://www.rockwoodnotes.com/a-n-pritzkers-500-bagger/ https://www.rockwoodnotes.com/a-n-pritzkers-500-bagger/"
X Link 2026-01-29T00:16Z [----] followers, [--] engagements

"Gold is up 29% YTD. Its January"
X Link 2026-01-29T03:25Z [----] followers, [----] engagements

"RT @RockwoodNotes: Merged personal site with Rockwood. All articles will be in [--] place. Heres a writeup on $SNX (Free) If you have a Ro"
X Link 2026-01-29T13:32Z [----] followers, [--] engagements

"@RorschachStocks Its absurd how cheap OMC is.so naturally Ill end up holding it through a 50% decline on cost"
X Link 2026-02-03T15:40Z [----] followers, [--] engagements

"@ShaleTier7 Those are centuries in the worlds attention span today"
X Link 2026-02-04T20:54Z [----] followers, [---] engagements

"@SouthernValue95 I wouldve said $WBD or $VSAT until about [--] months ago Currently stuff like $CABO $SIRI $MNRO $WU $KHC"
X Link 2025-11-27T18:07Z [----] followers, [----] engagements

"Shares down a lot and low multiple relative to history dont tell you much. I have a note from looking at $CABO at $2228 and thinking it was only worth about $620. Valuations made no sense across industry. Now multiples have compressed + fundamentals deteriorated. Still havent dug into $CCOI having plenty of fun losing money on CABO but would come up with better reason than ebitda multiples. EBITDA not worth much either. (From @loneelmcapital $CABO article) https://twitter.com/i/web/status/2010883373909299330 https://twitter.com/i/web/status/2010883373909299330"
X Link 2026-01-13T01:15Z [----] followers, [---] engagements

"Some numbers on $WBD primarily surrounding debt & NBA/TNT. TL;DR version is assume $WBD loses NBA contract + assume that "FCF" declines 30% each year for the next [--] years and $WBD still generates enough "FCF" to pay off all maturities due through [----] (assuming no refinances)"
X Link 2024-05-07T04:56Z [----] followers, 10.4K engagements

"Heres where Im at: Cash 35.6% $WBD 25.6% $TSLA (short) 13.7% $MKO.V $GXS.V 8.2% $BTI 5.8% Compounder basket 3.1% $OGI 2.4% $VTSI 2.4% $CRON 2.1% $PM 1.1% Might add 1% to $WBD every week its below $10 until I run out of cash. If anyone has any good ideas drop me a line"
X Link 2024-05-16T19:27Z [----] followers, [----] engagements

"Thought about getting back in $RIG. Hasnt gone anywhere in the year+ since I was last in. But upside today less than before imo even though they crossed that $500k contract mark. Doesnt seem like the most attractive opportunity out there (plug $WBD) In case you missed it $RIG https://t.co/k6DlVr3jyc In case you missed it $RIG https://t.co/k6DlVr3jyc"
X Link 2024-05-20T04:48Z [----] followers, 12.4K engagements

"@ZeroSumBond Theyve said itd be fine if he had sex with their wives. I honestly dont think they care if he dumps on them. Its for humanity"
X Link 2024-06-13T14:46Z [----] followers, [---] engagements

"$BATS $BTI FCF/Share + as % of revenue 12: [----] 25% 13: [----] 25% 14: [----] 23% 15: [----] 32% 16: [----] 28% 17: [----] 23% 18: [----] 39% 19: [----] 32% 20: [----] 36% 21: [----] 36% 22: [----] 36% 23: [----] 38%"
X Link 2024-06-21T19:16Z [----] followers, [----] engagements

"My plea to all of fintwit posting their portfolios: please stop with the pie charts. A horizontal bar graph is a far superior method to portray that information. Hope Rahul doesnt mind me using him as an example. Its platform wide. @david_katunaric Q2 [----] portfolio update: Another phenomenal quarter thanks to $HIMS $TMDX $SE whose fundamentals are now much more reflected in their stock prices vs 6-9 months ago. My deep understanding of these bizs dynamics and future growth/margins have paid off and enabled me to make https://t.co/3B63M5X4nE Q2 [----] portfolio update: Another phenomenal"
X Link 2024-06-29T19:07Z [----] followers, 66.3K engagements

"@blondesnmoney Whats there to hear Collecting dividends paying down debt and buying back shares. Not a cheerleading event. Its a stock to snooze on"
X Link 2024-07-03T19:39Z [----] followers, [----] engagements

"BofA analysts idea of breaking up $WBD is so dumb its almost annoying the stock is up. Almost"
X Link 2024-07-16T19:08Z [----] followers, [----] engagements

"@7LukeHallard I have one request My plea to all of fintwit posting their portfolios: please stop with the pie charts. A horizontal bar graph is a far superior method to portray that information. Hope Rahul doesnt mind me using him as an example. Its platform wide. @david_katunaric https://t.co/hJ9misKWDe My plea to all of fintwit posting their portfolios: please stop with the pie charts. A horizontal bar graph is a far superior method to portray that information. Hope Rahul doesnt mind me using him as an example. Its platform wide. @david_katunaric https://t.co/hJ9misKWDe"
X Link 2024-07-16T19:40Z [----] followers, [----] engagements

"The author of this book is currently selling some signed copies previously in storage in the printer's original packaging. He saw the outrageous prices on Amazon a few months ago (almost $5k for a copy) and decided to sell some again after [--] years. https://www.ebay.com/itm/166878016676mkcid=16&mkevt=1&mkrid=711-127632-2357-0&ssspo=lu3n0_jRRJq&sssrc=4429486&ssuid=ppou_urxtrc&var=&widget_ver=artemis&media=COPY @Secrets4stocks @45WallSt My all-time favorite business book: Runnerup: The Prize or Ashes to Ashes https://t.co/FUtU75ZosZ"
X Link 2024-07-20T14:43Z [----] followers, 15.2K engagements

"Getting one good idea from this platform per year like $NLOP makes putting up with all the other stuff worth it. Literally"
X Link 2024-07-25T16:00Z [----] followers, [----] engagements

"Is there anyone who doesnt like $HAYPP and/or has decent bear case My first impression is like everyone elses. Which makes it seem like a no-brainer. And you know how I feel about no-brainers"
X Link 2024-08-22T15:25Z [----] followers, [----] engagements

"The Kiewit Story aka the red book is a good history on them The other Omaha-based investor: Kiewit You know Kiewit as an engineering and construction company. But did you know they also have a Berkshire-like investment record Infrastructure mines energy LBOs stocks. Kiewit has done it all. Here's a rare look at Kiewit's financials: https://t.co/I8bPQU6UwD The other Omaha-based investor: Kiewit You know Kiewit as an engineering and construction company. But did you know they also have a Berkshire-like investment record Infrastructure mines energy LBOs stocks. Kiewit has done it all. Here's a"
X Link 2024-09-05T18:23Z [----] followers, [----] engagements

"@dirtcheapstocks Nice looking spot to strike it rich"
X Link 2024-09-16T16:50Z [----] followers, [----] engagements

"Been adding to top positions last couple weeks.now over the portfolio $NLOP 28% $SIRI 26% Dont tell my risk manager (wife)"
X Link 2024-10-08T22:27Z [----] followers, [----] engagements

"Been trying to figure out what happened to Atled Corp (Delta Duck Clubs mineral rights) for a while- more specifically who bought it and when. Shoutout to @turtlebay_io for giving me a lead that paid off. Warren Buffett bought a share of Delta Duck Club for $29000 in [----]. - Market cap: $2.8 million - 1x earnings net of cash - 13% dividend yield - Oil field was active until [----] https://t.co/N4Gy95O0v4 Warren Buffett bought a share of Delta Duck Club for $29000 in [----]. - Market cap: $2.8 million - 1x earnings net of cash - 13% dividend yield - Oil field was active until 2018"
X Link 2024-10-12T21:15Z [----] followers, 10.7K engagements

"@david_katunaric Also Munger is him saying he and Buffett both used leverage every single year during their individual partnership days"
X Link 2024-10-17T00:03Z [----] followers, [----] engagements

"It is true that Buffett & Munger have used leverage (bank loans options insurance float et al) their entire life. It is also true that you are not them and are substantially more likely to blow yourself up. It should be no surprise that they tell the congregation to avoid it"
X Link 2024-10-17T14:37Z [----] followers, [----] engagements

"12% yield on a stock with [--] volume in [--] months is not mispriced. You can think its cheap. That doesnt mean its mispriced. Ill take $BTI @ 8.5% with ample liquidity over that any day. And I dont even know what the other company is. Is this cheap enough 12% Dividend Yield 80% EBIT Margins Durable Business 7x Earnings. Find it in the usual place. https://t.co/OCojBICo48 Is this cheap enough 12% Dividend Yield 80% EBIT Margins Durable Business 7x Earnings. Find it in the usual place. https://t.co/OCojBICo48"
X Link 2024-10-23T22:48Z [----] followers, [----] engagements

"Theres a guy who helped me out by putting me in contact with attorneys potential auditors fund admins when I was getting started. He also runs a fund. At the time was $30M AUM. I just checked and theyve underperformed benchmark on every single time metric. AUM is now $1B. Want to start a hedge fund @hkuppy on @opmpod discussing why you shouldn't cheap out on service providers. His other advice. Whatever you think your budget is double it Apple🔊 https://t.co/5MkEUdKKTL Spotify🔊 https://t.co/7JSwo7oQkM YouTube📺 https://t.co/ldHgrk1Mfv https://t.co/d1phnnTgfu Want to start a hedge fund"
X Link 2024-11-10T02:15Z [----] followers, 22K engagements

"In reference to Kuppys if the numbers arent good no one will invest with you I dont care how much they like you. From what Ive seen in the industry majority of people will put up with bad numbers if they like you. Unless youre losing 50%. And even then look at Pabrai"
X Link 2024-11-10T02:15Z [----] followers, [----] engagements

"Container ships and coal as long term reinvestment compounding engines @buckbid @MadsCapital When you spend a whole deck talking about compounding great companies like Berkshire sees candy and Coca Cola and then buy coal and Turkish airports https://t.co/MAUvGXE0G4 @buckbid @MadsCapital When you spend a whole deck talking about compounding great companies like Berkshire sees candy and Coca Cola and then buy coal and Turkish airports https://t.co/MAUvGXE0G4"
X Link 2024-11-17T17:43Z [----] followers, [----] engagements

"Idk who needs to hear this but if you want a RE liquidation play dont buy something like $KSS because theres theoretical value but no plan to unlock it when you can just own something like $NLOP which is doing just that"
X Link 2024-11-26T21:46Z [----] followers, [----] engagements

"Buffett: dont trust anyone who says its easy Also Buffett: Munger and Buffett on sizing up a management team: https://t.co/DTIYoMCPd7 Munger and Buffett on sizing up a management team: https://t.co/DTIYoMCPd7"
X Link 2024-11-27T03:08Z [----] followers, 18.9K engagements

"I am not beating the indices YTD. Seeing people up 200% and 300% YTD crazy I am handily beating the indices and my own targets but my returns absolutely suck in comparison to Fintwit Seeing people up 200% and 300% YTD crazy I am handily beating the indices and my own targets but my returns absolutely suck in comparison to Fintwit"
X Link 2024-11-30T01:43Z [----] followers, [----] engagements

"$OMC in talks to acquire $IPG and hardly anyone on here talking about it. My favorite sentiment check"
X Link 2024-12-09T04:27Z [----] followers, [----] engagements

"Heading into [----] with $SIRI: 36.5% $NLOP: 27.0% $BTI: 18.9% Rest is cash + small / tracking positions Been adding to top positions last couple weeks.now over the portfolio $NLOP 28% $SIRI 26% Dont tell my risk manager (wife) https://t.co/vq4QvWD85N Been adding to top positions last couple weeks.now over the portfolio $NLOP 28% $SIRI 26% Dont tell my risk manager (wife) https://t.co/vq4QvWD85N"
X Link 2024-12-09T18:15Z [----] followers, [----] engagements

"Compliance strikes at the most convenient times. All our historical investor letters are back on our website We took it off two years ago due to new compliance rules but have just received the green-light. I see these letters as a "journal" of our investing journey and adhere to our philosophy of "learning in public". I'm All our historical investor letters are back on our website We took it off two years ago due to new compliance rules but have just received the green-light. I see these letters as a "journal" of our investing journey and adhere to our philosophy of "learning in public". I'm"
X Link 2024-12-10T20:25Z [----] followers, 158K engagements

"Im as critical of paid blogs as anyone. Majority do trash work and grift for subs blanketing the entire idea with a bad rep. But if anyone has earned to be paid for their research its @david_katunaric. 📢ANNOUNCEMENT❗ A few months ago I left my equity analyst job to fully dedicate myself to The Mikro Kap. That wasnt an easy decision but it felt right. After two years of free analyses all new content will now be behind a paywall. Heres my offer to you: (link in bio) https://t.co/SCLq13ZdGG 📢ANNOUNCEMENT❗ A few months ago I left my equity analyst job to fully dedicate myself to The Mikro Kap."
X Link 2024-12-11T16:28Z [----] followers, [----] engagements

"Happy new $SIRI lows to all who celebrate"
X Link 2024-12-17T15:18Z [----] followers, [----] engagements

"I have yet to see a situation where it turned out to be a good buying opportunity when a cyclical stock ran up 200-400%+ and someone said Its cheaper today than it was before the run-up"
X Link 2024-12-17T17:51Z [----] followers, 14K engagements

"@turtlebay_io Id argue that a major reason for the difference in results was capital allocation. Daily Journal built de novo with outsourced software engineers. Tyler bought existing assets at reasonable multiples. They also high-graded the assets over the first few years of ownership"
X Link 2024-12-31T17:41Z [----] followers, [----] engagements

"30% yield on your investment is terrible because you cant reinvest it in that vehicle😭 Who would want a 30%+ yielding annuity you could reinvest in the SPY when you could just own SPY Smh Renaissance Technologies finishes up a solid if unspectacular year. Medallion managing abt $12 billion up about 30%. RIEF and RIDA up about 25%. The quant firm's core signals continue to work. Jim Simons would be proud. Renaissance Technologies finishes up a solid if unspectacular year. Medallion managing abt $12 billion up about 30%. RIEF and RIDA up about 25%. The quant firm's core signals continue to"
X Link 2024-12-31T18:46Z [----] followers, 10.5K engagements

"@MadsCapital Lol"
X Link 2025-01-05T16:42Z [----] followers, 10.5K engagements

"The only track record Ive seen on here that truly impressed me (where I think outperformance was legitimate alpha) is @MidwestHedgie Maybe a few others. But for the most part every record of outperformance Ive come across can be rationalized by illiquidity concentration leverage stimulus etc. (luck) Uh oh Uh oh"
X Link 2025-01-11T19:21Z [----] followers, 10.8K engagements

"Hey everyone @turtlebay_io has a website with some great material but he doesnt update it because theres not much traffic. This is a marketing problem not a content problem. As such Im initiating Operation Rush Hour Head over to #RushHourTo🐢Bay https://www.turtlebay.io @Invesquotes Appreciate that Leandro. Glad you like the site. It doesnt get much traffic so I havent updated it in a while. https://www.turtlebay.io @Invesquotes Appreciate that Leandro. Glad you like the site. It doesnt get much traffic so I havent updated it in a while"
X Link 2025-01-12T17:20Z [----] followers, [----] engagements

"$COST 2012: 11x EV/EBIT (NTM) 10YR: 1.6% Real: -0.5% 2025: 38x EV/EBIT (NTM) 10YR: 4.8% Real: 2.3% EBIT growth right at the median for the decade+"
X Link 2025-01-14T20:01Z [----] followers, [----] engagements

"Nothing quite like the feeling when your kid runs out of school towards you like they just won a $700M lottery ticket they hand you this and stare straight into your soul to watch your reaction"
X Link 2025-01-15T05:52Z [----] followers, [----] engagements

"God bless America The Official Melania Meme is live You can buy $MELANIA now. https://t.co/8FXvlMBhVf FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P https://t.co/t2vYiahRn6 The Official Melania Meme is live You can buy $MELANIA now. https://t.co/8FXvlMBhVf FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P https://t.co/t2vYiahRn6"
X Link 2025-01-19T21:56Z [----] followers, [----] engagements

"Buffett: I think Berkshire stock may actually go up when I die Berkshire stock when he stops playing bridge: -2%"
X Link 2025-01-22T18:07Z [----] followers, 10.2K engagements

"Fun quick read on failure of four life insurance companies. Provides overview of the industry shift towards increased risk to compensate for competition during the 1970-80s and the levers they pulled to artificially inflate surplus + regulatory failure. https://www.gao.gov/assets/t-ggd-92-13.pdf https://www.gao.gov/assets/t-ggd-92-13.pdf"
X Link 2025-01-26T01:06Z [----] followers, [----] engagements

"Phew. Made it through the hour long market depression of 2025"
X Link 2025-02-03T15:30Z [----] followers, [---] engagements

"Berkshires cost basis on $OXY (preferred + common - dividends) is $21.2B Market value + redemption value = $21.1B As for this much size Berkshires equity is $621B ($429B YE [----] when they did the $10B pref) $DAL $UAL $LUV: assuming Buffett exited at absolute worst price and excluding dividends he lost 75bps relative to equity The $VZ fortune Buffett lost was 25bps to equity excluding dividends and assuming lowest exit price $IBM: assuming Buffett exited at the absolute worst price and excluding dividends he lost 90bps to equity $SIRI: is not a Buffett investment and is a 40bp position to"
X Link 2025-02-10T06:48Z [----] followers, 33.9K engagements

"Man who has blown up 2-3 times in [--] years judges man who rode 60+ without blowing up once. That sums it up. Buffett rode the [--] year bull mkt in American exceptionalism. Now hes exiting before we go back down the back-side of the mountain That sums it up. Buffett rode the [--] year bull mkt in American exceptionalism. Now hes exiting before we go back down the back-side of the mountain"
X Link 2025-05-03T20:49Z [----] followers, [----] engagements

"My friend @loneelmcapital is making the leap from a career in software to investing. Hes one of the sharpest minds I know. I dont remember how we started talking but over the years hes become a close friend. If I had to trust one person with my familys money it would be him. Hes high-caliber in character and intelligence. Better yet despite the intellect he applies it to simple situations and avoids unnecessary complexity (as long as I can keep him away from airlines). If youre looking for fast money in a casino you wont find it with him but hes going to outlive most other track records. Hes"
X Link 2025-08-07T17:24Z [----] followers, [----] engagements

"My favorite is how he launched Junoon zero fee & India zero fee performance sucked so he said funds arent short term oriented & performance should be measured over at least [--] years. 5yr perf sucked. Shut them down. Started WAGNX. Immediately sucked. Puts a slide entirely dedicated to we were early"
X Link 2025-08-09T16:50Z [----] followers, [----] engagements

"Amazing the number of accounts banding together behind one of the worst risk managers on this platform. Sign of the times"
X Link 2025-08-11T22:41Z [----] followers, [----] engagements

"Have been working on a little write up about how bad I am at holding stocks and all the money I miss out on in the hopes itd help me not do that. And then I just sold my $BTI position. Follow me for financial advice"
X Link 2025-08-12T15:46Z [----] followers, [----] engagements

"guys at urinal meme Did you hear Berkshire bought $UNH Told you I was right"
X Link 2025-08-14T20:23Z [----] followers, [----] engagements

"Great tribute to a great guy. https://ethanolproducer.com/articles/the-legacy-of-bob-lundeen https://ethanolproducer.com/articles/the-legacy-of-bob-lundeen"
X Link 2025-09-02T21:53Z [----] followers, [----] engagements

"The only thing that matters in retail is fashion trends. Thats what youre betting on. Every financial metric LTM NTM whatever is a lagging indicator or guess. Thats why I hate retail. And why people have such bad track records in it. Its too easy to default to whats most easily measurable which is financial stuff. Which really doesnt do you any good. In my opinion"
X Link 2025-09-04T20:55Z [----] followers, [----] engagements

"$SOC update #5"
X Link 2025-09-05T23:57Z [----] followers, 25.1K engagements

"I wish I was retarded enough to get rich in this market"
X Link 2025-09-09T18:13Z [----] followers, [----] engagements

"I once again request that companies get back to providing long-term historical financials in their reports"
X Link 2025-09-10T17:05Z [----] followers, [----] engagements

"Me trying to understand wtf $SOC bulls and bears are ever debating"
X Link 2025-09-14T21:51Z [----] followers, [----] engagements

"The most $RICK headline imaginable"
X Link 2025-09-16T20:34Z [----] followers, [----] engagements

"Li Lu with over $17 billion AUM has a $30M position in $SOC (assuming he wasnt the 1M block who sold) 0.20% position. Li Lu the only person Charlie Munger willing to trust his money with has a 30mil position on $SOC. https://t.co/T9MUtSgTnS Li Lu the only person Charlie Munger willing to trust his money with has a 30mil position on $SOC. https://t.co/T9MUtSgTnS"
X Link 2025-09-28T00:41Z [----] followers, 14.8K engagements

"I think Id rather have had dividends. MGM Resorts has had one of the most aggressive buyback programs of any US company over the last decade. They've cut their share count in half in just [--] years. That's a 9% annual reduction. $MGM https://t.co/a79vhRROCa MGM Resorts has had one of the most aggressive buyback programs of any US company over the last decade. They've cut their share count in half in just [--] years. That's a 9% annual reduction. $MGM https://t.co/a79vhRROCa"
X Link 2025-10-04T19:59Z [----] followers, 28.5K engagements

"Hope this site takes off. Beyond tired of Twitter/X (aside from some great people Ive met). This is ill advised but what the hey Anyone want to test drive a twitter replacement I've been building - improved note taking experience - private notes - default feed is only your notes replies and tickers you tweeted about - real time thread viewer + chat This is ill advised but what the hey Anyone want to test drive a twitter replacement I've been building - improved note taking experience - private notes - default feed is only your notes replies and tickers you tweeted about - real time thread"
X Link 2025-10-11T21:27Z [----] followers, [----] engagements

"$SOC $SOC update #5 https://t.co/qCAgLF65ow $SOC update #5 https://t.co/qCAgLF65ow"
X Link 2025-10-14T22:30Z [----] followers, 23.9K engagements

"@david_katunaric You shouldve got"
X Link 2025-10-17T13:24Z [----] followers, [----] engagements

"Wrote a case study on a special situation I did in [----] Forward Pharma A/S (FWP). 50% absolute return in a few months with very minimal risk. Too bad they dont all come this easy. https://www.ryanlundeen.com/forward-pharma-a-s-fwp/ https://www.ryanlundeen.com/forward-pharma-a-s-fwp/"
X Link 2025-10-19T22:39Z [----] followers, [----] engagements

"Probably the single greatest piece of investment advice I ever heard was Jamie Dimon suggested valuing a company without looking at the stock price. No charts. No historical multiples. No peer group comps etc. Find a company you think youd understand but have no previous context of in terms of what its valued at and try and determine what you would pay for it. Then compare it to the market. Not sure if thats even possible anymore with digital stock prices everywhere etc. But in college it was a humbling experience and it forced me to figure out my own approach"
X Link 2025-10-23T18:34Z [----] followers, 70.7K engagements

"I dare say if you can't google if there were rich people during a [--] decade long period I'm not going to trust whatever you have to say about taxes and rich people"
X Link 2025-10-26T18:24Z [----] followers, [----] engagements

"I dont usually jump in front of freight trains when something is having a -50% day but my I would buy at price for $FI is $67/shr and seems close enough so started a position"
X Link 2025-10-29T13:54Z [----] followers, [----] engagements

"@TheTipasa Hard to believe youd get hurt coffee canning a basket of anything for 20+ years"
X Link 2025-11-02T00:45Z [----] followers, [----] engagements

"Really is amazing how everything can be down today except [--] stocks and the market is green"
X Link 2025-11-03T15:06Z [----] followers, [----] engagements

"You dont have to make it back the same way you lost it. $SOC"
X Link 2025-11-03T15:57Z [----] followers, [----] engagements

"1.1M followers. Doesnt know how to use a 13-F. BREAKING: The Big Short is back Michael Burrys 13F shows hes betting heavily against AI favorites 66% of his entire portfolio is in $PLTR puts and another 13.5% is in Nvidia $NVDA puts Thats nearly 80% of Scion Asset Management betting against two of the biggest names in https://t.co/GZAGASQELK BREAKING: The Big Short is back Michael Burrys 13F shows hes betting heavily against AI favorites 66% of his entire portfolio is in $PLTR puts and another 13.5% is in Nvidia $NVDA puts Thats nearly 80% of Scion Asset Management betting against two of the"
X Link 2025-11-04T00:16Z [----] followers, [----] engagements

"@valuekteer For equity too. If you can analyze credit you should be able to analyze equity. But the reverse isnt necessarily true"
X Link 2025-11-09T00:23Z [----] followers, [----] engagements

"What book sparks the relentless desire to conquer the world What book sparks the relentless desire to conquer the world"
X Link 2025-11-10T21:32Z [----] followers, [----] engagements

"Im starting to think maybe everyone should have to be a registered investment advisor before being able to tweet about anything financial. Its all just getting too retarded"
X Link 2025-11-11T18:21Z [----] followers, [----] engagements

"What percent of the people talking about Burry 1) have managed outside capital or 2) were even old enough to buy stocks when Burry started managing OPM in [----] Clearly the people saying hes a one trick pony (GFC) havent read his letters pre-crisis. CAGR 2000-2006 (stopping short of the big short): Burry: 14.7% SPY: 1.6% Assuming any of you were investing from 2000-2006 lmk what your returns were and how many of you are now worth [--] figures. As for the present period I dont know what his returns have been but his 13Fs have only been 25-50% of his AUM for a given quarter for a long time. Think"
X Link 2025-11-13T19:27Z [----] followers, 29.8K engagements

"Nobody panic. Li Lu still owned it [--] weeks ago"
X Link 2025-11-14T18:45Z [----] followers, 31.1K engagements

"Apparently its ok to commit fraud turn around a year later and raise another $10M from investors. Same person or just a very common name https://t.co/lv6JKA3ylr Same person or just a very common name https://t.co/lv6JKA3ylr"
X Link 2025-11-18T19:09Z [----] followers, 13.6K engagements

"$GLIBK seems cheap. Think its worth around $55 per share. But also not sure its going to rerate. Not really a Malone fan because of all the unnecessary complexities he gets into but tend to agree on the value"
X Link 2025-12-01T22:51Z [----] followers, [---] engagements

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