@rhysdiab Rhys Diab

Rhys Diab posts on X about in the, ai, business, $amzn the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

[--] Week [-------] +1,848%
[--] Month [-------] +2,098%
[--] Months [----------] +7,587%
[--] Year [----------] +339,563%

Mentions: [--] #

[--] Week [---] +77%
[--] Month [---] +141%
[--] Months [---] +88%
[--] Year [---] +2,528%

Followers: [---------] #

[--] Week [---] +4.50%
[--] Month [---] +5.90%
[--] Months [---] +42%
[--] Year [---] +307%

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

Social Influence

Social category influence stocks 27.34% finance 23.74% technology brands 18.71% cryptocurrencies 3.6% automotive brands 2.88% countries 2.16% social networks 2.16% travel destinations 0.72% financial services 0.72% currencies 0.72%

Social topic influence in the 11.51%, ai 10.07%, business 7.91%, $amzn #445, $csuto #4, ceo 6.47%, meta 5.76%, $meta #335, bit 4.32%, if you 4.32%

Top accounts mentioned or mentioned by @ryutay @nobodybutm3 @spike_1567 @k311126 @nobody_but_m3 @ryu_tay @bowtiedstocks @timzandi @ausnotes @ronshamgar @spike1567 @lloydjamesross @timmurrell74077 @openai @anthropicai @galumay @tristanwaine @goldstandard555 @pepejesus117 @couchinvestor

Top assets mentioned Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) Honda Motor Co., Ltd. (HMC) Microsoft Corp. (MSFT) Kinsale Capital Group, Inc. (KNSL) Uber Technologies, Inc. (UBER) PayPal Holdings Inc (PYPL) Reddit, Inc. (RDDT) Restaurant Brands International Inc. (QSR) Salesforce Inc (CRM) Carlisle Companies, Inc. (CSL) Bridge Oracle (BRG) Fair Isaac, Corp. (FICO)

Top Social Posts

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

"Its interesting because $AMZN $META $UBER actually look like reasonable value given their growth/ market position. But youd have to imagine theyd find smaller special situations type plays with a smaller capital base. But then perhaps were overcomplicating things looking for small hidden gems. https://twitter.com/i/web/status/2022453795205398959 https://twitter.com/i/web/status/2022453795205398959"
X Link 2026-02-13T23:32Z [---] followers, [----] engagements

"@naval Its hard to be smart whilst being attached to any ideology"
X Link 2020-12-16T05:38Z [---] followers, [--] engagements

"@Kyle_Rodda @AvidCommentator Australians be like:"
X Link 2022-05-25T07:22Z [---] followers, [--] engagements

"@travismillerx13 Its great to see an Australian go under 10s. Gout Gout deservedly getting lots of attention but Lachlan Kennedy has been having a phenomenal season"
X Link 2025-05-31T21:19Z [---] followers, [----] engagements

"@bowtiedstocks Shares and equity only about 10% of total wealth. Aussies dont like shares on the whole. And a good chunk of the ones that do seem to cram into the same expensive large caps"
X Link 2025-06-29T08:05Z [---] followers, [----] engagements

"I am now fully out of $JBH. What a ride its been from $44 up to $113. From 10x earnings to 27x earnings. Good little company. Tough to say goodbye"
X Link 2025-08-04T04:41Z [---] followers, [----] engagements

"$PYPL management have been shipping lots of improvements over the last couple of years. Not many companies reducing their share count 7% per year. I also love how hated it is by FinTwit PayPal $PYPL just introduced PayPal links "a new way to send and receive money through a personalized one-time link that can be shared in any conversation" https://t.co/1Dlo046cax PayPal $PYPL just introduced PayPal links "a new way to send and receive money through a personalized one-time link that can be shared in any conversation" https://t.co/1Dlo046cax"
X Link 2025-09-15T23:16Z [---] followers, [----] engagements

"$HMC.AX is now trading below the book value of its co-investments. So youre getting the asset management businesses which includes sticky property management fees for free. Even if David Di Pilla never pulls another rabbit out of his hat by creating a new fund and earns no performances fees on existing funds its hard not to do well from here. Also hes been buying millions in stock on market well above current price"
X Link 2025-10-09T07:58Z [---] followers, [----] engagements

"$JIN.AX starting to look interesting here. Founder led net cash balance sheet and under 15x forward earnings. Fee to $TLC.AX has topped out at 4.65% and is fixed for the next [--] years. So they won't have the headwind of rising fees on sales. And you have to imagine we're due for a big jackpot as it's been a while. Only thing I don't like is the uncertainty around their future post FY30 with $TLC.AX. You'd have to imagine $TLC.AX will take a bigger cut but how much 10% 20% https://twitter.com/i/web/status/1977971741482955097 https://twitter.com/i/web/status/1977971741482955097"
X Link 2025-10-14T05:36Z [---] followers, [----] engagements

"Property investors beginning to realise that more rate cuts might not come 📈 Sydney Property Listings Surge 🏡 The latest trends show a significant increase in property listings across Sydney. 🚀 #SydneyRealEstate #PropertyTrends #HousingMarket #SydneyListings #RealEstateGrowth #PropertyInvestment https://t.co/gE5xaT38qm 📈 Sydney Property Listings Surge 🏡 The latest trends show a significant increase in property listings across Sydney. 🚀 #SydneyRealEstate #PropertyTrends #HousingMarket #SydneyListings #RealEstateGrowth #PropertyInvestment https://t.co/gE5xaT38qm"
X Link 2025-10-28T02:33Z [---] followers, [----] engagements

"$GOOGL approaching 300"
X Link 2025-10-30T10:30Z [---] followers, 10.6K engagements

"Dont stress. The market is going to rebound hard. JUST IN: Jim Cramer says we're officially in a bear market. JUST IN: Jim Cramer says we're officially in a bear market"
X Link 2025-11-05T06:57Z [---] followers, [----] engagements

"$HMC $HMC.AX more insider buying"
X Link 2025-11-27T06:31Z [---] followers, [---] engagements

"$HMC $HMC.AX Danielle Di Pilla (David Di Pillas sister) just become a substantial holder. Im gonna go out on a limb and say the company is going to be fine"
X Link 2025-11-27T06:47Z [---] followers, [----] engagements

"@ryu_tay I actually enjoy hearing her takes. Though last time I looked their fund hugs the index a bit. I think theyd do better if they went harder on their high conviction ideas. I remember when she was banging the table on $RMD in [----] but the fund only had a 5% position in it"
X Link 2026-01-30T08:14Z [---] followers, [---] engagements

"Agree. There are other cheap names but many of them dilute heavily which is fine when theyre expensive but when they get cheap it destroys a lot of value. $CSU.TO on the other hand actually benefits when software as a whole gets cheaper as they dont dilute shareholders and theyre likely to get opportunities to deploy more cash at a higher rate of return. https://twitter.com/i/web/status/2018417702994592031 https://twitter.com/i/web/status/2018417702994592031"
X Link 2026-02-02T20:14Z [---] followers, [---] engagements

"So you think current owner earnings are on a temporarily depressed margins Is this evident industry wide I worry sometimes about overseas expansion as in other industries it's notoriously difficult to replicate a model that works in Aus in the US and get the same margins. $REH for instance is expanding through the US and the margins are much lower than in Aus. https://twitter.com/i/web/status/2018475965035528380 https://twitter.com/i/web/status/2018475965035528380"
X Link 2026-02-03T00:05Z [---] followers, [--] engagements

"To put things in perspective even $EBAY a disrupted marketplace that hasnt grown earnings in [--] years is on a 20x earnings multiple. It feels like $PYPL holders are capitulating on a below expectation quarter and new CEO. But on 7x earnings 8ish forward the business could decline a few percent per year forever and youd comfortably pass a 10% hurdle rate. I get the feeling theres lots of anger and It feels like $PYPL holders are capitulating on a below expectation quarter and new CEO. But on 7x earnings 8ish forward the business could decline a few percent per year forever and youd comfortably"
X Link 2026-02-03T19:39Z [---] followers, [---] engagements

"ASX tech 😯"
X Link 2026-02-03T23:04Z [---] followers, [----] engagements

"At this rate Xero will have to change its name to Zero. $XRO $XRO.AX"
X Link 2026-02-04T00:51Z [---] followers, [----] engagements

"@tristanwaine Would love to hear your thoughts on $KPG. Their use of leverage puts me off them a bit but seemingly long runway for growth and valuation is not insane"
X Link 2026-02-04T03:04Z [---] followers, [---] engagements

"@goldstandard555 @lloydjamesross True. Its not a certainty but I dont think its crazy to think they maintain their piece of the market and continue existing"
X Link 2026-02-04T05:27Z [---] followers, [--] engagements

"Im kind of annoyed about the SaaS bounce. I built up to an 11% position in $CSU.TO and was preparing to take it to 20%+ if it kept dropping. Might get another chance post earnings"
X Link 2026-02-05T00:14Z [---] followers, [----] engagements

"@ryu_tay Big drawdowns in $MOH $UNH which are significant positions for me"
X Link 2026-02-05T22:13Z [---] followers, [---] engagements

"Really interesting perspective. The cost of building software has been declining for [--] years but tech companies havent got any less valuable The cost of building software dropped dramatically from [----] to [----]. AWS (vs self-hosting) MySQL (viable 2005) high-level languages all massively reduced cost to build and led to a Cambrian explosion of software businesses. But this did not make software cos less valuable The cost of building software dropped dramatically from [----] to [----]. AWS (vs self-hosting) MySQL (viable 2005) high-level languages all massively reduced cost to build and led to a"
X Link 2026-02-07T06:44Z [---] followers, [---] engagements

"@Nobody_But_M3 Its amazing how things change"
X Link 2026-02-07T07:29Z [---] followers, [--] engagements

"Not sure if the gov is thinking about rolling back the CGT discount for all assets or just investment properties but if its all assets it massively changes incentives to favour companies paying out franked dividends vs cap gains. Even on the highest tax bracket 47% you pay 24% tax on a FF dividend. If the company retains those earnings you pay 47% (a bit less if indexed to inflation) on the cap gain. Creates a real disincentive for Australian companies to focus on growth vs paying out FF dividends. The tax system already favours FF dividends for people on a low tax bracket. If we're going to"
X Link 2026-02-07T08:31Z [---] followers, 14.7K engagements

"Why are you investing 150% of your cash flows in AI capex Big tech company: Everybody else is doing it $GOOGL $AMZN $META The five most dangerous words in business are: Everybody else is doing it. Warren Buffett The five most dangerous words in business are: Everybody else is doing it. Warren Buffett"
X Link 2026-02-07T09:10Z [---] followers, [---] engagements

"You just know that guy was a $PYPL holder"
X Link 2026-02-07T09:12Z [---] followers, [---] engagements

"@ryu_tay I really hope its just property"
X Link 2026-02-07T20:18Z [---] followers, [---] engagements

"@QualityInvest5 They buyback a lot of that SBC so dont end up increasing the share count much. Theyre actually one of the better ones in that regard"
X Link 2026-02-07T20:39Z [---] followers, [----] engagements

"Also if the CGT discount is removed why wouldnt every investor just invest through a company structure instead of their own name for a flat 30% CGT rate It starts to look attractive if youre paying 39% or 47% in your own name on capital gains vs 30% through a company. Not sure if the gov is thinking about rolling back the CGT discount for all assets or just investment properties but if its all assets it massively changes incentives to favour companies paying out franked dividends vs cap gains. Even on the highest tax bracket 47% you pay 24% Not sure if the gov is thinking about rolling back"
X Link 2026-02-07T20:43Z [---] followers, 11.5K engagements

"@Nobody_But_M3 Agree although I have a feeling theyre coming for family trusts too"
X Link 2026-02-08T00:21Z [---] followers, [---] engagements

"I have the solution @ryu_tay The Decline of U.S. Software Developer Jobs https://t.co/1pHbCdQ3Mb The Decline of U.S. Software Developer Jobs https://t.co/1pHbCdQ3Mb"
X Link 2026-02-08T01:19Z [---] followers, [---] engagements

"@1444_kris $CSU.TO"
X Link 2026-02-08T05:52Z [---] followers, [---] engagements

"@TimZandi Actually on the math it works out 24%. A $100 franked dividend is actually $143 in gross income where you get credit for the company having paid $43. 47% of [---] is [--] and minus the $43 franking credit you end up paying $24 in tax to make up the shortfall"
X Link 2026-02-08T07:01Z [---] followers, [---] engagements

"@toiletpaperaus1 Doesnt explain why the rental vacancy rate is also the lowest in history"
X Link 2026-02-08T07:42Z [---] followers, [---] engagements

"@agnostoxxx $CSU.TO Mark Milker bought a few million in stock. But Ive noticed the same thing. So many many names look cheap but almost [--] insider buying"
X Link 2026-02-08T19:51Z [---] followers, [----] engagements

"@bowtiedstocks In all seriousness though if they roll back the CGT discount the value of franking credits goes up a lot. Why retain earnings when theyll be taxed harder than if you just pay them out"
X Link 2026-02-09T21:34Z [---] followers, [---] engagements

"$CSU.TO is in the box seat here. They basically have their pick of SaaS companies at rock bottom valuations with record high expected IRRs. Wouldnt be surprised if they venture into horizontal SaaS. $MNDY It's going to get uglier. eventually https://t.co/miPKXXz69f might even get to Net-Net status When will $CSU start to do public SaaS take-overs Probably when its less than 1x Book https://t.co/cqLz1wvWH9 $MNDY It's going to get uglier. eventually https://t.co/miPKXXz69f might even get to Net-Net status When will $CSU start to do public SaaS take-overs Probably when its less than 1x Book"
X Link 2026-02-10T00:09Z [---] followers, [----] engagements

"Its amazing to me how many beaten up cap SaaS names there are and theres been almost no insider buying. Maybe they get issued enough stock through SBC but still if youre confident in the future of your company why not reach into your pocket and buy the stock on market So far only $CSU.TO CEO Mark Miller has made a significant purchase. $NOW CEO says he will. But mostly crickets"
X Link 2026-02-10T03:46Z [---] followers, [---] engagements

"Australia should learn from big tech. We need [---] year interest only mortgages BREAKING: Google seeks to sell 100-year bonds to British pensioners. BREAKING: Google seeks to sell 100-year bonds to British pensioners"
X Link 2026-02-10T06:38Z [---] followers, [---] engagements

"This guy was right on the money on $HIMS and everyone was ripping him in the comments I absolutely need to short this thing. $HIMS I'll do it at $70. https://t.co/HA55Df5x9R I absolutely need to short this thing. $HIMS I'll do it at $70. https://t.co/HA55Df5x9R"
X Link 2026-02-10T10:40Z [---] followers, [----] engagements

"@ausnotes I didnt like how he seemed to be pumping the stock while dumping millions on market. I was intrigued by the revenue growth but the CEO just seemed super promotional which was off putting"
X Link 2026-02-10T10:53Z [---] followers, [--] engagements

"Depends how much you pay. If you pay 30x cash flow for a company the next [--] years are very relevant but if you pay 2x cash flow not so much. The value of a company is not in one years cash flows but in [--] years of cash flow -Chris Hohn https://t.co/N7MNrwOSDb The value of a company is not in one years cash flows but in [--] years of cash flow -Chris Hohn https://t.co/N7MNrwOSDb"
X Link 2026-02-10T19:26Z [---] followers, [---] engagements

"@JaValCapital @Gubloinvestor Would be a good acquisition for $CRM"
X Link 2026-02-10T21:09Z [---] followers, [--] engagements

"@tristanwaine The disconnect between the narrative guiding the market in certain sectors and whats happening on the ground is enormous atm"
X Link 2026-02-10T21:16Z [---] followers, [--] engagements

"@Nobody_But_M3 @ryu_tay Exactly. Youd expect flows to follow over the next few months if they continue outperforming. But even if they bleed outflows at this rate forever and FUM only grows modestly Im not sure what more people could ask for at the current valuation"
X Link 2026-02-10T22:32Z [---] followers, [--] engagements

"Ironically AI could compile this list just as well as JP Morgan 🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list https://t.co/Lazgi36dc7 🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list https://t.co/Lazgi36dc7"
X Link 2026-02-10T23:56Z [---] followers, [---] engagements

"They're still growing FUM. If their trajectory continues the way it has been with small outflows and they still modestly grow FUM overall you're getting a 14% dividend plus 2-3% growth. But then if they continue to outperform like in January and outflows turn to inflows you'll get more growth and a pretty big rerate in the multiple. https://twitter.com/i/web/status/2021409201847992386 https://twitter.com/i/web/status/2021409201847992386"
X Link 2026-02-11T02:21Z [---] followers, [---] engagements

"@Mathan_Soma Immediate 10000bps emergency cut"
X Link 2026-02-11T04:15Z [---] followers, [--] engagements

"@Stormshieldval @evantindell This. Their ability to generate a high return on their acquisitions is directly related to the implied IRRs of small vertical SaaS companies. Im going to guess that opportunity set is looking pretty good for the foreseeable future"
X Link 2026-02-11T20:06Z [---] followers, [--] engagements

"@finphysnerd Apparently some of $META AI capex has contributed to drastically improving their ad targeting. But yer they dont even have a cloud business so hard to understand why theyre spending as much as some of the others on it"
X Link 2026-02-11T20:10Z [---] followers, [--] engagements

"@Nobody_But_M3 Thank god 😮💨"
X Link 2026-02-11T22:20Z [---] followers, [--] engagements

"I can see the logic of trying to disincentivise housing as an investment. But if its not just a cash grab they should be lowering taxes in other areas so its revenue neutral. IE lower income taxes with the money saved. And then theres the elephant in the room and core of the problem is bringing in too many people but theyre determined not to fix that. https://twitter.com/i/web/status/2021711576345326030 https://twitter.com/i/web/status/2021711576345326030"
X Link 2026-02-11T22:22Z [---] followers, [---] engagements

"@ryu_tay @Nobody_But_M3 Yes itll push all the property investors into the specific shares you hold. Retirement is imminent"
X Link 2026-02-11T22:29Z [---] followers, [--] engagements

"@Nobody_But_M3 Agree. The left wing gov in Canada reduced immigration significantly. I think they see the writing on the wall when public opinion turns and they dont want to risk losing power"
X Link 2026-02-11T22:31Z [---] followers, [--] engagements

"@k311126 Dont hold but it looks decent value. $IT is even better value. The whole consulting space is looking cheap on AI fears"
X Link 2026-02-11T22:44Z [---] followers, [--] engagements

"This is still one of my favourite headlines $RDDT I'm pretty bullish quality online advertising rn and $RDDT seems like an attractive way to express that. I would totally full port $META here if not for the AI Capex. I'm not bearish all AI Capex I own $AMZN and $MSFT but META's doesn't really make sense to me. I'm pretty bullish quality online advertising rn and $RDDT seems like an attractive way to express that. I would totally full port $META here if not for the AI Capex. I'm not bearish all AI Capex I own $AMZN and $MSFT but META's doesn't really make sense to me"
X Link 2026-02-12T00:10Z [---] followers, [----] engagements

"@ryu_tay Its bizarre to me that people want to hide in banks at over 20x earnings. I dont know why they dont just go to cash if theyre worried"
X Link 2026-02-12T00:20Z [---] followers, [---] engagements

"@ryu_tay @RonShamgar Its a bit like in the US everyone piles into $WMT and $COST at nosebleed valuations"
X Link 2026-02-12T04:41Z [---] followers, [---] engagements

"@claudedwalker I think most people not in CBA and BHP are getting hammered"
X Link 2026-02-12T04:56Z [---] followers, [---] engagements

"@Spike_1567 @PepeJesus117 Im also looking closer at $UBER. Gun to my head $CSU I think is most attractive right now but $UBER is looking good for the network effect and future growth at only 20x forward earnings"
X Link 2026-02-12T18:51Z [---] followers, [---] engagements

"I thought about Topicus and Lumine as possibly having more growth runway due to smaller size but it looks to me like core CSU has largely kept up on FCF growth. CSU is also made up of [--] business units + their holdings of the [--] spinoffs so theyre essentially made up of [--] smaller market cap businesses with their own runways. Valuation is also a touch cheaper on CSU"
X Link 2026-02-12T19:07Z [---] followers, [--] engagements

"@Spike_1567 @PepeJesus117 Thats true increases the barrier to vibe code competitors"
X Link 2026-02-12T19:09Z [---] followers, [--] engagements

"@Nobody_But_M3 @RonShamgar Smells off 😂"
X Link 2026-02-14T00:18Z [---] followers, [--] engagements

"Nobody can watch this video and believe the Australian property market won't crash"
X Link 2026-02-09T07:29Z [---] followers, [---] engagements

"$NCK $NCK.AX Feel vindicated selling out when I did. Great business though. Wouldnt be opposed to re-entering at a better valuation Fully out of $NCK $NCK.AX now. Great business and I think they may have success in the UK but like many good aussie retailers like https://t.co/zLWFdyfW2T and $APE.AX i think theyre fully valued now. https://t.co/EwRMHCnHFL Fully out of $NCK $NCK.AX now. Great business and I think they may have success in the UK but like many good aussie retailers like https://t.co/zLWFdyfW2T and $APE.AX i think theyre fully valued now. https://t.co/EwRMHCnHFL"
X Link 2026-02-12T23:02Z [---] followers, [----] engagements

"Agree Although I find it a bit difficult to value. I have a hunch that it'll get hit harder in a market melt up because their retail business has thin margins. I can see it being a good buy in a market wide sell off if it sells off harder than others Got hit very hard in [----] as rates rose. I'm also not keen to double up on Cloud and AI capex risk I'm already taking with $GOOGL. https://twitter.com/i/web/status/2022483270869619076 https://twitter.com/i/web/status/2022483270869619076"
X Link 2026-02-14T01:29Z [---] followers, [--] engagements

"Wow Seth Klarman has thrown in the towel and become a growth investor. He bought a big position in $AMZN in q4. Just in time for the great sell off in growth/tech. OMG SUPERINVESTOR SETH KLARMAN JUST BOUGHT [-------] SHARES OF $AMZN 🤯🤯 Making it his 2nd largest holding (9.28%) after $QSR (10.44%) https://t.co/kYA5jCvBmt OMG SUPERINVESTOR SETH KLARMAN JUST BOUGHT [-------] SHARES OF $AMZN 🤯🤯 Making it his 2nd largest holding (9.28%) after $QSR (10.44%) https://t.co/kYA5jCvBmt"
X Link 2026-02-13T22:42Z [---] followers, [----] engagements

"@Couch_Investor Ill never understand this. Piling into overpriced staples locking in a low IRR is considered safe. Same thing happening in the Australian market people piling into low/no growth banks at 20-30x I guess some people could be doing it as a short term trade"
X Link 2026-02-14T21:33Z [---] followers, [---] engagements

"One of the reasons I consider $CSU.TO one of the only investable companies in the SaaS space is because they arent diluting shareholders with massive SBC. Do SaaS bros realise that sbc dilution gets worse in a drawdown Do SaaS bros realise that sbc dilution gets worse in a drawdown"
X Link 2026-02-15T00:19Z [---] followers, [----] engagements

"I think @blitz_js attracts a certain kind of developer. Developers who aren't interested in rolling their own webpack config or wiring up a bunch of independent packages. They just want to launch their app quickly and efficiently"
X Link 2020-12-13T23:00Z [---] followers, [--] engagements

"@thisiskp_ @bubble Thats awesome. Would love to see more of that. Its easy to find people selling how to build things with nocode but harder to find SaaS apps generating real revenue out of a nocode app"
X Link 2020-12-15T20:46Z [---] followers, [--] engagements

"@Larryjamieson_ Stock seems to track more closely with public sentiment towards Zuck than performance of the underlying business"
X Link 2022-06-24T06:53Z [---] followers, [--] engagements

"$YAL $YAL.AX Board of directors to the CEO: You see my shareholders have been most vocal on the subject of the divi. "Where is the divi" "When are you going to pay the divi" "Why aren't you paying the divi now" And so on"
X Link 2025-01-16T04:52Z [---] followers, [----] engagements

"$GQG $GQG.AX Somehow managed to grow FUM through march. April will be tougher but still outstanding result"
X Link 2025-04-08T22:34Z [---] followers, [----] engagements

"$SSG $SSG.AX Good result from Shaver Shop in a tough environment. Very well managed little company"
X Link 2025-08-24T22:54Z [---] followers, [---] engagements

"Robert Milner must be really bullish on New Hope. Hes buying shares for 100x the market price Either that or someone made an error filling out the paperwork. $NHC $NHC.AX"
X Link 2025-09-26T03:20Z [---] followers, [----] engagements

"$CBA $CBA.AX close to [--] earnings growth over the last decade leveraged to one of the most expensive housing markets in the world at nearly 30x earnings. Return free risk"
X Link 2025-11-03T02:23Z [---] followers, 22.5K engagements

"For every growthy ASX company it feels like there's a higher quality cheaper alternative overseas. Who would buy $CAR.AX when you can buy the cheaper faster growing $CPRT And I would even argue $CPRT has a stronger moat with a network effect on their auction platform and their junk yards. https://twitter.com/i/web/status/1986593450507313581 https://twitter.com/i/web/status/1986593450507313581"
X Link 2025-11-07T00:36Z [---] followers, [---] engagements

"Kind of crazy this post was the literal top for $CBA $CBA.AX The valuation $CBA trades at never ceases to amaze me. 34x earnings for a basically no growth bank. Gains have been almost entirely multiple expansion. https://t.co/NzuRm2IOM2 The valuation $CBA trades at never ceases to amaze me. 34x earnings for a basically no growth bank. Gains have been almost entirely multiple expansion. https://t.co/NzuRm2IOM2"
X Link 2025-11-18T07:59Z [---] followers, 12.6K engagements

"Rajiv Jain today $GQG $GQG.AX Same trick keeps working 🤣 https://t.co/xnHolWUkUi Same trick keeps working 🤣 https://t.co/xnHolWUkUi"
X Link 2025-11-20T23:28Z [---] followers, [---] engagements

"Just took a position in Kinsale Capital $KNSL. Theyre a founder led E&S insurer with the lowest combined ratio in the industry. Their technology platform allows them to price obscure cases faster and more efficiently than competitors. Theyve grown EPS at an insanely high rate over the last decade. At 17x earnings its the lowest multiple theyve traded on since listing. https://twitter.com/i/web/status/1998209363350360387 https://twitter.com/i/web/status/1998209363350360387"
X Link 2025-12-09T01:53Z [---] followers, [----] engagements

"@Spike_1567 Agree CEO change is a negative sign. I guess at what point is it priced in though The valuation reaches a point where you dont need any growth. Seems like the whole payment sector is out of favour atm. $FOUR and $FISV also down big today"
X Link 2026-02-03T20:20Z [---] followers, [---] engagements

"@nrossett If you consider their cash on balance sheet Peter Alexander Smiggle and their portion of Breville earnings I have them at 11x look through earnings. Way cheaper than other quality retailers like $JBH.AX and $NCK.AX"
X Link 2026-02-04T23:52Z [---] followers, [--] engagements

"@ryu_tay I hold some Aussie names but not in tech. $PMV.AX $GQG $HMC (though Ive trimmed this a bit on the run) and a tiny position in $HIT.AX"
X Link 2026-02-05T00:26Z [---] followers, [--] engagements

"@teechongyen @grok remove the value traps from this list"
X Link 2026-02-05T08:16Z [---] followers, [---] engagements

"$HMC $HMC.AX secures funding in their energy transition fund. Let the good times roll"
X Link 2026-02-05T22:04Z [---] followers, [---] engagements

"$CSL $CSL.AX need to say theyre replacing CEO with an AI agent. Stock will open +40% $CSL lol Hours after sacking its chief executive ASX biotech giant CSL has reported an 81% slide in half-year profit on restructuring and impairment costs. $CSL lol Hours after sacking its chief executive ASX biotech giant CSL has reported an 81% slide in half-year profit on restructuring and impairment costs"
X Link 2026-02-10T21:41Z [---] followers, [---] engagements

"Me explaining why I read the $CSL $CSL.AX earnings report even though I don't own it This $CSL $CSL.AX management team have almost zero credibility. Delivering NPATA of -7% for the HY and reiterating +4-7% guidance for the FY relying on an ambitious growth plan for H2 this is simply ridiculous. Pour one out for the boomers today 🫗 https://t.co/zQ85TfN70h This $CSL $CSL.AX management team have almost zero credibility. Delivering NPATA of -7% for the HY and reiterating +4-7% guidance for the FY relying on an ambitious growth plan for H2 this is simply ridiculous. Pour one out for the boomers"
X Link 2026-02-11T02:03Z [---] followers, [----] engagements

"Another up day for $GQG funds. Theyre catching up to the benchmark fast in this sell off"
X Link 2026-02-12T20:06Z [---] followers, [---] engagements

"Tougher environment for retailers but one I really like and hold is $PMV.AX. I think its a bit misunderstood since it spun off its low quality brands to Myer. 2.12B market cap 276m net cash and own 25% $BRG valued at 1.2b That means youre paying 644m for around 185m ebit from Peter Alexander and Smiggle. 3.5EV/EBIT or 5x earnings. And thats on close to bottom of cycle earnings. 24% operating margins for the [--] brands. And even if you think Breville is overvalued and just include 25% of their operating earnings as belonging to $PMV.AX which is around 52m you get (2.12 - .276) / (0.185 + 0.052)"
X Link 2026-02-13T07:22Z [---] followers, [----] engagements

"@Nobody_But_M3 Agree Breville multiple is a bit rich although it is growing internationally. But still even if you put it on a 15x multiple youre getting a pretty good deal on a high margin high growth brand Peter Alexander with some Smiggle along for the ride"
X Link 2026-02-13T09:44Z [---] followers, [--] engagements

"Double beat from $KNSL. I wonder if it will sell off on earnings like everything else. $KNSL Q4 [----] EARNINGS EPS: $5.81 vs $5.38 est BEAT Rev: $483.3M vs $476.7M est BEAT +8.0% surprise $KNSL Q4 [----] EARNINGS EPS: $5.81 vs $5.38 est BEAT Rev: $483.3M vs $476.7M est BEAT +8.0% surprise"
X Link 2026-02-13T10:41Z [---] followers, [---] engagements

"@Sebasti13651557 @ContrarianCurse Isnt the idea that you receive more value in the network than in another smaller network so you dont switch Ie its hard to switch because theres less value in a smaller network"
X Link 2026-02-13T10:45Z [---] followers, [--] engagements

"@TimMurrell74077 Its looking good so far. The narrative is really turning on the big AI capex spenders and also on the SaaS companies. His defensive positions are going up in a market where most things are being sold off"
X Link 2026-02-13T10:47Z [---] followers, [--] engagements

"@ausnotes Thats true although most people I speak to consider Temu stuff junk. I think therell always be a place for higher price branded items. But then if youre bullish Temu $PDD is super cheap if you can stomach the China risk"
X Link 2026-02-14T00:17Z [---] followers, [--] engagements

"@bowtiedstocks Pretty much every retailers earnings are down significantly from the 21-22 period. There could be more pain but at the very least its a long way from the top of cycle"
X Link 2026-02-14T04:15Z [---] followers, [--] engagements

"$ACL $ACL.AX starting to look interesting. Trading at 7x forward EV/EBIT on what looks to be depressed earnings. The pathology market and GP attendance has been much lower than normal since Covid which has depressed earnings. I prefer it over $SHL.AX due to cheaper valuation less leverage and dividends fully franked. Operating margins are also similar between the [--]. https://twitter.com/i/web/status/1972824793037910115 https://twitter.com/i/web/status/1972824793037910115"
X Link 2025-09-30T00:44Z [---] followers, [---] engagements

"@RonShamgar Would love to see it closer to 20x forward earnings. When you can get some of the US monopolies like $UBER 21x $META 22x $MSFT 23x $AMZN 27x 32x feels a bit rich for $REA. I guess you get the franking credits which are nice if you hold your shares in a company"
X Link 2026-02-13T07:03Z [---] followers, [---] engagements

"@Couch_Investor Agree"
X Link 2026-02-14T21:43Z [---] followers, [--] engagements

"$TEAM hiring freeze. They might be trying to get their act together after the massive drop in share price"
X Link 2026-02-09T03:05Z [---] followers, [----] engagements

"It is ironic that the CEO of Salesforce is pointing out that OpenAI and Claude both use per-user pricing especially since the market is currently selling off Salesforce stock on the assumption that the 'per-user' SaaS model is dead. SAAS alive & well at @openai & @AnthropicAI 👀 + per user pricing https://t.co/S0WTQjoIVP https://t.co/k06Xf3CapE SAAS alive & well at @openai & @AnthropicAI 👀 + per user pricing https://t.co/S0WTQjoIVP https://t.co/k06Xf3CapE"
X Link 2026-02-13T11:39Z [---] followers, [---] engagements

"@lloydjamesross Wow insider selling in the property market 😂"
X Link 2026-02-09T06:44Z [---] followers, [--] engagements

"@RentYourStocks I cant find anything on a Meta takeover"
X Link 2026-02-13T19:52Z [---] followers, [----] engagements

"Agree. There are only a few that benefit from a lower stock price. The ones that are reducing share count like $ADBE $CRM $PAYC And the ones that are acquiring other SaaS businesses like $CSU.TO. The rest that are diluting shareholders will actually compound intrinsic value slower as a direct result of a lower stock price. https://twitter.com/i/web/status/2022827715859251456 https://twitter.com/i/web/status/2022827715859251456"
X Link 2026-02-15T00:18Z [---] followers, [---] engagements

"@Spike_1567 @ValueInvestShow I get thats the plan but Id be a little more comfortable seeing the stock issuance slow down. Also the CEO has an interesting history hes gone bankrupt and been investigated for deceptive marketing practices in the past. Smells a bit off. I could be wrong"
X Link 2026-02-15T03:16Z [---] followers, [--] engagements

"@Nobody_But_M3 Imagine advocating for Soviet style wealth confiscation for your country and thinking the US is the one thats going to collapse"
X Link 2026-02-15T07:38Z [---] followers, [--] engagements

"Do SaaS bros realise that sbc dilution gets worse in a drawdown"
X Link 2026-02-14T23:28Z [---] followers, [----] engagements

"Narrator: The construction workers were later fired for slacking off These workers made his day https://t.co/60gkEYjwAU These workers made his day https://t.co/60gkEYjwAU"
X Link 2026-02-14T22:09Z [---] followers, [---] engagements

"These workers made his day"
X Link 2026-02-14T10:40Z 4.1M followers, 459.8K engagements

"OMG SUPERINVESTOR SETH KLARMAN JUST BOUGHT [-------] SHARES OF $AMZN 🤯🤯 Making it his 2nd largest holding (9.28%) after $QSR (10.44%)"
X Link 2026-02-13T22:34Z 15.4K followers, 260.4K engagements

"SAAS alive & well at @openai & @AnthropicAI 👀 + per user pricing https://claude.com/pricing https://chatgpt.com/pricing/ https://claude.com/pricing https://chatgpt.com/pricing/"
X Link 2026-02-12T08:39Z 1.2M followers, 145.9K engagements

"$KNSL Q4 [----] EARNINGS EPS: $5.81 vs $5.38 est BEAT Rev: $483.3M vs $476.7M est BEAT +8.0% surprise"
X Link 2026-02-12T22:45Z [--] followers, [---] engagements

"Other things I like - Solly Lew with skin in the game and making capital allocation decisions - Cash set aside for buybacks or acquisitions if the retail environment gets tougher. - Founder of Peter Alexander still working on the brand as creative director - Initial expansion of Peter Alexander into the UK. Big upside if it pays off"
X Link 2026-02-13T07:31Z [---] followers, [---] engagements

"Reviewing code and QA testing are taking up a much bigger portion of my time than writing code these days. It's a little less satisfying than writing code TBH"
X Link 2026-02-13T01:22Z [---] followers, [---] engagements

"Lord: You got it. Anthropic releases AI powered credit score model which quickly becomes industry standard Give me $fico at sub [--] times again lord https://t.co/L3uI9LATnZ Give me $fico at sub [--] times again lord https://t.co/L3uI9LATnZ"
X Link 2026-02-12T23:12Z [---] followers, [---] engagements

"Give me $fico at sub [--] times again lord"
X Link 2026-02-12T22:50Z 27.3K followers, [----] engagements

"Fully out of $NCK $NCK.AX now. Great business and I think they may have success in the UK but like many good aussie retailers like and $APE.AX i think theyre fully valued now. http://JBH.AX http://JBH.AX"
X Link 2025-08-19T08:08Z [---] followers, [----] engagements

"This is both a legitimate offer and my own market research. Im a software engineer. Does anyone want me to build an internal tool to replace one of their SaaS subscriptions DM me if youre interested. Im a software engineer. Does anyone want me to build an internal tool to replace one of their SaaS subscriptions DM me if youre interested"
X Link 2026-02-12T22:58Z [---] followers, [---] engagements

"Im a software engineer. Does anyone want me to build an internal tool to replace one of their SaaS subscriptions DM me if youre interested"
X Link 2026-02-12T22:56Z [---] followers, [----] engagements

"😂 PM to Analyst: "Has this sector X sold off yet due to AI " "No why would AI affect it" "Good sell it all today before something does" PM to Analyst: "Has this sector X sold off yet due to AI " "No why would AI affect it" "Good sell it all today before something does""
X Link 2026-02-12T22:20Z [---] followers, [---] engagements

"PM to Analyst: "Has this sector X sold off yet due to AI " "No why would AI affect it" "Good sell it all today before something does""
X Link 2026-02-12T20:56Z 11.5K followers, 53.9K engagements

"Another up day for $GQG funds. Theyre catching up to the benchmark fast in this sell off"
X Link 2026-02-12T20:06Z [---] followers, [---] engagements

"Great thread on why FCFA2S for $CSU appears to be 1.7b but is actually 2.1b when you account for the IRGA liability which is actually more like an asset putting it at 17x trailing FCF and below [--] forward. There's a $3B asset hiding on a balance sheet disguised as a $1B liability. Most investors see it and walk away. (1) $CSU controls Topicus $TOI.V but only owns 31% of the economics. The Joday Group owns 29%. Those cash flows roughly $65M/year get subtracted from reported https://t.co/fQlZEhJ4U0 There's a $3B asset hiding on a balance sheet disguised as a $1B liability. Most investors see it"
X Link 2026-02-12T08:40Z [---] followers, [----] engagements

"There's a $3B asset hiding on a balance sheet disguised as a $1B liability. Most investors see it and walk away. (1) $CSU controls Topicus $TOI.V but only owns 31% of the economics. The Joday Group owns 29%. Those cash flows roughly $65M/year get subtracted from reported FCFA2S. (2) Under the IRGA (Investor Rights and Governance Agreement) CSU can buy Joday's stake at a formula price based on Topicus' recurring revenue and book value That formula price today: $1B. Market value of that stake: $3B. (3) Every quarter Topicus grows the formula price goes up. CSU records that increase as a charge"
X Link 2026-02-12T02:54Z [----] followers, 24.4K engagements

""$CBA price cant keep going up $CBA price: #ASX"
X Link 2026-02-12T04:57Z [----] followers, [----] engagements

"Software engineers retraining as Mechanics after AI takes their job We're just best buds https://t.co/wPxCWqtG7C We're just best buds https://t.co/wPxCWqtG7C"
X Link 2026-02-12T02:06Z [---] followers, [---] engagements

"We're just best buds"
X Link 2026-02-12T02:02Z 411.2K followers, [----] engagements

"I'm pretty bullish quality online advertising rn and $RDDT seems like an attractive way to express that. I would totally full port $META here if not for the AI Capex. I'm not bearish all AI Capex I own $AMZN and $MSFT but META's doesn't really make sense to me"
X Link 2026-02-11T12:56Z [----] followers, [----] engagements

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