@stockthoughts81 Uncovering Value

Uncovering Value posts on X about ai, $apo, linkedin, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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• [--] Month [-------] -56%
• [--] Months [-------] +154%
• [--] Year [---------] -39%

Mentions: [--] #

• [--] Week [--] +96%
• [--] Month [---] +50%
• [--] Months [---] +104%
• [--] Year [---] +3.40%

Followers: [------] #

• [--] Week [------] +0.47%
• [--] Month [------] +3%
• [--] Months [------] +10%
• [--] Year [------] +18%

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Social Influence

Social category influence stocks 29.5% finance 17.27% technology brands 13.67% social networks 5.04% financial services 4.32% cryptocurrencies 2.88% countries 0.72%

Social topic influence ai 7.19%, $apo 4.32%, linkedin #34, in the 2.88%, $kkr 2.88%, $bx 2.88%, business 2.88%, claude code #1337, this is 2.88%, how to 2.88%

Top accounts mentioned or mentioned by @riceforthought @tickerplus @sarthakgh @pernasresearch @sleepwellcap @greenhavenroad @sebidscap @leeeharris @michaelsidgmore @goesalt @lightreading @thebauminator @ethanrkho @deitaone @harvard @cablelabs @rogoai @johnhuber72 @dylanbyers @damnethan

Top assets mentioned Apollo Global Management, Inc. (APO) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) Brookfield Corporation (BN) Booking Holdings Inc (BKNG) Cloudflare, Inc. (NET) Comcast Corporation (CMCSA) Alphabet Inc Class A (GOOGL) Carlyle Group, Inc. (CG) ResMed Inc. (RMD) Expedia Group Inc (EXPE) Moody's Corporation (MCO) Carvana Co. (CVNA) Charter Communications Inc (CHTR) S&P Global Inc (SPGI) AT&T Inc. (T) Decentral Games (DG) Blue Owl Capital, Inc. (OWL) Light & Wonder, Inc. Common Stock (LNW) Alliance Fan Token (ALL) Cable One, Inc. (CABO) Cogent Communications Holdings, Inc. (CCOI) Uber Technologies, Inc. (UBER) American International Group Inc (AIG) Palantir Technologies Inc. (PLTR) Ally Financial, Inc. (ALLY) CarMax, Inc (KMX) LandBridge Company LLC (LB) Texas Pacific Land, Corp. (TPL) Braze Inc. (BRZE) TripAdvisor, Inc. (TRIP)

Top Social Posts

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

"Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there"
X Link 2025-03-12T21:06Z 11.2K followers, 11.7K engagements

"Marc Rowan - yes there is systemic risk in the insurance industry. But Athene shouldn't be lumped in with that bucket and smaller ratings agencies isn't the place to focus. One area of concern is softer non-US regulations. $APO"
X Link 2025-12-10T13:13Z 11.2K followers, [----] engagements

""New report from AM Best: Top [--] insurers with the highest ratio of affiliated investments to capital & surplus are alternative asset manager backed." - @leee_harris on LinkedIn $APO $KKR $BX $BN $BX"
X Link 2025-12-11T16:45Z 11.2K followers, [----] engagements

"Highly recommended follow for anyone involved in the alts space is @michaelsidgmore - his weekly news roundup @GoesAlt is excellent $KKR $CG $BN $BX $OWL $APO"
X Link 2025-12-23T01:45Z 11.1K followers, [----] engagements

"$APO in risk reduction mode apparently https://www.ft.com/content/b315e80e-9e8a-4693-b860-bf87574cfa36 https://www.ft.com/content/b315e80e-9e8a-4693-b860-bf87574cfa36"
X Link 2025-12-23T13:39Z 11.2K followers, [----] engagements

"Loving these docs $RMD"
X Link 2026-01-01T14:48Z 11.2K followers, [---] engagements

""These are 50-50 balls that live in the gap between consensus and reality." Oh cmon isnt this a little harsh for poor Bruce $BN [--]. Hindenburg returns partnered with Bill Ackman and Pershing Square to expose alleged fraud inside Brookfield ($BN). After quietly reducing their long position over several quarters Pershing discloses a $2 billion short position alongside synthetic credit shorts in a [--]. Hindenburg returns partnered with Bill Ackman and Pershing Square to expose alleged fraud inside Brookfield ($BN). After quietly reducing their long position over several quarters Pershing discloses"
X Link 2026-01-12T17:14Z 11.2K followers, [----] engagements

"$LNW $LNWO +18% on settlement with $ALL"
X Link 2026-01-12T21:41Z 11.2K followers, [---] engagements

"PSA: I think this is good enough that I am regularly going to start using it. Made a close to functional $EXPE DCF in [--] hour. Obviously not perfect or institutional grade but I'd say this is basically functional within another hour. Only fed a few docs in. Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3 Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and"
X Link 2026-01-24T05:35Z 11.2K followers, 38.5K engagements

"Moffett-Nathanson per @Light_Reading @thebauminator: Cable One "a rather cheap acquisition target" but not currently "in play". $CABO"
X Link 2026-01-27T15:56Z 11.2K followers, [---] engagements

"Looking forward to this $CCOI"
X Link 2026-01-27T16:12Z 11.2K followers, [----] engagements

"@riceforthought pretty interesting Wonder why $EXPE $BKNG dont talk more about experiences (or i guess they do - connected trip etc.- but feel like emphasis always more on flights and hotel). Faintly remember reading tegus transcripts a few years ago about how experiences was a tough biz"
X Link 2026-01-30T05:08Z 11.1K followers, [---] engagements

"Crazy driving around seeing all these CVNA cars and thinking wow people think this is fake for some reason"
X Link 2026-01-31T13:37Z 11.2K followers, [----] engagements

"RT @ethanrkho: do pod shops breed the best analysts/PMs many PMs talk about the caliber of talent and research at the big [--] MMs others l"
X Link 2026-02-10T13:15Z 11.2K followers, [--] engagements

"First time hearing an AI research product pitched not as saving time on research but as increasing speed to conviction. Think this is the right mindset. Same underlying issue you see with big company AI adoption or lack thereof. AI's power is capped by how much you trust it"
X Link 2026-02-10T13:39Z 11.2K followers, [---] engagements

"BI out with an article today saying that after the first new Lone Pine PM was appointed in a decade three other senior investors left. Interesting context to this discussion from last year. Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there"
X Link 2026-02-10T14:07Z 11.2K followers, [----] engagements

"RT @DeItaone: KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700%"
X Link 2026-02-10T15:00Z 11.2K followers, [--] engagements

"Another W for the good guys A large new @harvard study finds that 2-3 cups of coffee or tea a day (the caffeinated kind) protect modestly against dementia. I write this as I drink my coffee smiling. https://t.co/B29lIDRqor A large new @harvard study finds that 2-3 cups of coffee or tea a day (the caffeinated kind) protect modestly against dementia. I write this as I drink my coffee smiling. https://t.co/B29lIDRqor"
X Link 2026-02-10T17:50Z 11.2K followers, [----] engagements

"RT @tickerplus: Boom $NET"
X Link 2026-02-10T21:20Z 11.2K followers, [--] engagements

"% of HFC connections with 100+ mbps upload gone from [--] to almost a third past couple years"
X Link 2026-02-11T01:09Z 11.2K followers, [---] engagements

"via @CableLabs"
X Link 2026-02-11T01:09Z 11.2K followers, [---] engagements

"RT @sarthakgh: John Collison and Meta CFO Susan Lee on Grimes on Cheeky Pint last year:"
X Link 2026-02-11T02:19Z 11.2K followers, [--] engagements

"He played hours of FarmVille before the Facebook IPO and actually worked as a driver before taking Uber public. https://t.co/BKrzTZ3Shs https://t.co/BKrzTZ3Shs"
X Link 2026-02-11T02:23Z 11.2K followers, [----] engagements

"https://open.substack.com/pub/flatcircleai/p/creative-llm-use-cases-dan-loeb-baupostutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/flatcircleai/p/creative-llm-use-cases-dan-loeb-baupostutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-11T14:43Z 11.2K followers, [---] engagements

""The remaining [--] hours run on whatever neurochemical foundation you built before 8am." Rogan is describing a dopamine problem and most people misdiagnose it as a motivation problem. Your prefrontal cortex runs on a limited daily budget. Every scroll every notification every context switch burns through that budget before youve done anything meaningful. Rogan is describing a dopamine problem and most people misdiagnose it as a motivation problem. Your prefrontal cortex runs on a limited daily budget. Every scroll every notification every context switch burns through that budget before youve"
X Link 2026-02-11T14:53Z 11.2K followers, [----] engagements

"RT @RogoAI: A snapshot of the Rogo Spreadsheets Agent. Were proud to have built an agent that produces deliverables youll actually use"
X Link 2026-02-11T20:09Z 11.2K followers, [--] engagements

"RT @JohnHuber72: The debate on whether the SPGI/MCO ratings regulatory moat is immune to AI should not the main concern here (imo). If only"
X Link 2026-02-11T22:58Z 11.2K followers, [--] engagements

"RT @DylanByers: 🎙 TODAY on the Grill Room: Can Sports Save Peacock Between Super Bowl in Santa Clara and Winter Olympics in Milan-Cort"
X Link 2026-02-11T23:07Z 11.2K followers, [--] engagements

"@sarthakgh Ton of cool events regularly shouted out in @damn_ethan Austin Business Review https://austinbusinessreview.beehiiv.com/resources https://austinbusinessreview.beehiiv.com/resources"
X Link 2026-02-12T01:55Z 11.2K followers, [---] engagements

"RT @RickRubin: NEW EPISODE: If you see all your peers as competitors you get insular you raise up fences and you block things off. One"
X Link 2026-02-12T03:31Z 11.2K followers, [--] engagements

"RT @arakharazian: [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged"
X Link 2026-02-12T03:33Z 11.2K followers, [--] engagements

"RT @jawwwn_: Palantir cofounders Alex Karp and @JTLonsdale on discovering top talent: To appreciate talent you need to be within a stand"
X Link 2026-02-12T05:16Z 11.2K followers, [--] engagements

"RT @Larryjamieson_: Research What's Going on at Moody's $MCO Link: https://buybackcapital.substack.com/p/research-whats-going-on-at-moodys https://buybackcapital.substack.com/p/research-whats-going-on-at-moodys"
X Link 2026-02-12T06:06Z 11.2K followers, [--] engagements

"$AIG just announced a Lloyd's syndicate with $BX + Amwins. The interesting part isn't "PE buys insurance" (that's $APO / $KKR). It's: $BX provides sidecar capital $AIG provides AI underwriting (via $PLTR) Amwins provides customers. $AIG becomes a tech platform that earns fees. $BX gets underwriting upside without owning an insurer. Different flavor of PE + insurance convergence. https://twitter.com/i/web/status/2006189364997452195 https://twitter.com/i/web/status/2006189364997452195"
X Link 2025-12-31T02:23Z 11.2K followers, [----] engagements

"CVNA avg FICO low 600s [---] lower than KMX h/t @_inpractise interview out today with someone from $ALLY comparing $CVNA vs $KMX financing"
X Link 2026-01-02T16:01Z 11.2K followers, [----] engagements

"@UnHedgedChatter @compoundpapi This is awesome. In case anyone else was curious about: 1) the answer (see below) 2) an excellent post about Lawrence and his firm by @Invesquotes $LB $TPL https://www.bestanchorstocks.com/p/investing-in-undiscovered-stocks https://www.bestanchorstocks.com/p/investing-in-undiscovered-stocks"
X Link 2026-01-15T16:29Z 11.2K followers, [----] engagements

"A software long idea for the agentic age $BRZE "In a world where agentic commerce (demand aggregators eg DASH EXPE) is a very real and nascent concept more enterprises will increasingly rely on Braze to stay in contact with their actual customers." $BRZE I think there is a fundamental misunderstanding within the market on 1) what this business actually does and 2) what the value proposition is to its customer base At 3x sales with revenue reaccelerating at M20s clip and solid contribution from AI decisioning studio this $BRZE I think there is a fundamental misunderstanding within the market"
X Link 2026-01-30T03:36Z 11.2K followers, [----] engagements

"Does anyone have a $CMCSA SOTP on hand i could take a look at That being said - not even sure SOTP makes sense 1) Even tho they did Versant don't have reason to believe they will do much more 2) Theme Parks is kind of a gem so maybe you get some value from a higher multiple there. But don't think there is anything within Connectivity and Platforms that warrants a higher separate multiple. And then the rest of Content and Experiences is pretty meh https://twitter.com/i/web/status/2019123280603447363 https://twitter.com/i/web/status/2019123280603447363"
X Link 2026-02-04T18:57Z 11.2K followers, [----] engagements

"1000000% i think this is the most important component of mentorship. The process of getting a feel for what actually matters and is worth doing seems more like osmosis than anything else. This book gets some airtime in the discussion about developing vs acquiring talent. I have struggled to articulate why precisely I think developing talent (and actively working to retain) is worth the time and investment. The answer I have landed on is the most important skill https://t.co/sGn6fjyhn5 This book gets some airtime in the discussion about developing vs acquiring talent. I have struggled to"
X Link 2026-02-05T14:50Z 11.2K followers, [---] engagements

"Im an equity analyst whos been learning to build with AI tools over the past several months. Two things hit my feed today that are really the same conversation happening in two different worlds. The http://x.com/i/article/2019780945193115648 http://x.com/i/article/2019780945193115648"
X Link 2026-02-06T14:32Z 11.2K followers, [----] engagements

"@AmirF15336 @GavinSBaker Curious if he has invested in the cable space in the past / has any thoughts on it currently How long will cable broadband sub losses last"
X Link 2026-02-11T20:13Z 11.2K followers, [---] engagements

"Does being a VC thats not in this Anthropic deal feel like being a public equity investor that hasnt owned NVDA"
X Link 2026-02-12T23:14Z 11.2K followers, [---] engagements

"@BourbonCap Based on the handle and this tweet I assume you are long brown Forman"
X Link 2026-02-13T01:04Z 11.2K followers, [---] engagements

"What is the best software write-up youve read in the last six months Looking for public equity longs not thought pieces. RTs appreciated"
X Link 2026-01-30T02:28Z 11.2K followers, [----] engagements

"nvm claude is already done Answer: lots of companies post on workday (myworkdayjobs). Pretty easy to work with. Already categorized etc"
X Link 2026-02-13T15:23Z 11.2K followers, [---] engagements

""AI isn't killing $TRIP --- $GOOG is." - former $BKNG exec Interesting discussion on LinkedIn about OTAs. Comments from a former Booking exec a former OTA owner and travel tech operators"
X Link 2026-02-15T19:19Z 11.2K followers, 17.4K engagements

"New 13G yesterday - Kontiki Capital out of HK. Interesting portfolio may not be whole picture"
X Link 2026-02-12T23:28Z 11.2K followers, [---] engagements

"Does anyone know what the best way to do get data on categorized job postings are (e.g. R&D vs sales over time) Like is there a tool or if i were to build it with claude code is there an approach or eg website to pull from that works especially well"
X Link 2026-02-13T14:44Z 11.2K followers, [---] engagements

"I was just thinking about Toys R Us the other day. Rest In Peace. A+ nonfiction from @megreenwell. Immensely readable and completely enraging I will be talking to anyone who will listen about this book for the foreseeable future. https://t.co/oC0i21dlp1 A+ nonfiction from @megreenwell. Immensely readable and completely enraging I will be talking to anyone who will listen about this book for the foreseeable future. https://t.co/oC0i21dlp1"
X Link 2026-02-13T15:28Z 11.2K followers, [---] engagements

"What if you just screen record your computer all day and then hand it to claude code and say "automate everything you can""
X Link 2026-02-13T15:32Z 11.2K followers, [---] engagements

"updating the $CHTR model again this quarter There is a claude skill for that"
X Link 2026-02-13T15:32Z 11.2K followers, [---] engagements

"The new /insights command on claude code (built by @AlexTamkin) is pretty cool. Especially this idea: "Ambitious workflows: As models get more capable your tracker fleet (store locations job postings market edges) should each run as autonomous headless agents on cron jobs with self-healing test suites no more babysitting debugging sessions. Your entire shutdown-to-startup cycle could become a zero-touch background agent that reads your state files runs the full checklist commits and produces a next-morning briefing and your content drafting could validate against your voice samples and source"
X Link 2026-02-13T15:55Z 11.2K followers, [---] engagements

"owner of alaska comms their main competitor https://x.com/stockthoughts81/status/2022355427300925442s=20 Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space https://x.com/stockthoughts81/status/2022355427300925442s=20 Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space"
X Link 2026-02-13T17:01Z 11.2K followers, [---] engagements

"also looks like net proceeds from the tower asset sale they just announced are 30-40% of market cap (subject to post closing and milestones). Leverage 2.5x net"
X Link 2026-02-13T17:16Z 11.2K followers, [---] engagements

"When it's time for a refactor and you open up the repo"
X Link 2026-02-13T20:00Z 11.2K followers, [---] engagements

"RT @honam: This is fascinating because it is how we view the early stage venture portfolio. The real due diligence starts after we make the"
X Link 2026-02-13T20:20Z 11.2K followers, [--] engagements

"Interesting take on $MCO $SPGI I don't think the market is saying that companies like Moodys are going to be displaced by AI (there are studies showing that a simple altman z-score are as effective as CRA) rather that MCO has functionally exerted price hikes via incremental layers of analytics which may not I don't think the market is saying that companies like Moodys are going to be displaced by AI (there are studies showing that a simple altman z-score are as effective as CRA) rather that MCO has functionally exerted price hikes via incremental layers of analytics which may not"
X Link 2026-02-04T13:14Z 11.2K followers, [----] engagements

"Update on $NET by @tickerplus. Proprietary trackers showing revenue above consensus"
X Link 2026-02-10T17:59Z 11.2K followers, [----] engagements

"T-Mobile just said they expect their FWA business to hit 15M subscribers by [----]. Since 2023: customers up 77% usage up 27% and average speeds DOUBLED on their latest routers. The most interesting part They expect to do this at higher speeds than today using only fallow capacity. $TMUS $T $VZ $CHTR $CMCSA"
X Link 2026-02-12T14:14Z 11.2K followers, [----] engagements

"@pernasresearch So lots of companies actually use workday and will have their own url for it which makes it pretty easy"
X Link 2026-02-13T18:55Z 11.2K followers, [---] engagements

"I am considering narrowing my focus to the publicly traded alternative asset managers. I have two questions (retweets/replies appreciated): 1) What names should I include beyond $KKR $APO $BX $BAM $CG $ARES 2) Any recommended resources I plan on deep diving the space over the next month or two so I'm open to anything. Primers research writeups podcasts news coverage etc. Also please feel free to reach out if you cover the space and want a second opinion on anything. My DMs are open or feel free to email me: stockthoughts81 at gmail dot com. https://twitter.com/i/web/status/1933249258138055081"
X Link 2025-06-12T19:45Z 11.2K followers, [----] engagements

"Edwin Dorsey started The Bear Cave in his college dorm in February [----]. Within [--] weeks of putting up a paywall he was at $100K ARR. Hes never worked for anyone else. This conversation details the http://x.com/i/article/2020702336033730560 http://x.com/i/article/2020702336033730560"
X Link 2026-02-09T03:33Z 11.2K followers, 20.9K engagements

"My conversation with @StockJabber He DM'd thousands of Twitter followers in [--] days to get his first readers. Showed up at a hedge fund lobby as a college freshman and LinkedIn DM'd everyone inside until someone let him up. [--] weeks after putting up a paywall: $100K ARR. We also get into building software products as a non-technical founder the $500-$1000 pricing no-man's land and why he thinks prediction markets are an interesting place to look for an edge right now. https://t.co/5guzpYEK59 https://t.co/5guzpYEK59"
X Link 2026-02-09T14:42Z 11.2K followers, 19.4K engagements

"John Malone: "I personally believe I can start another Liberty Media with appropriate strategy and capital structure using that as a core vehicle." Why is FinTwit not obsessed with this $GLIBK - John Malone on GCI at Liberty Media's Investor Day last week: And the spin-off of a little company that I'm going to talk about in a minute GCI out of Liberty Broadband because I was already over [--] of the voting control of Liberty Broadband I end up in hard control https://t.co/0Ab30emeE1 $GLIBK - John Malone on GCI at Liberty Media's Investor Day last week: And the spin-off of a little company that"
X Link 2026-02-12T15:33Z 11.2K followers, [----] engagements

"back in [----] John Malone made Peter Barton the first president of liberty media. this is a 2h interview with him from [----] https://syndeoinstitute.org/the-hauser-oral-history-project/b-listings/ba-bi/peter-barton/ https://syndeoinstitute.org/the-hauser-oral-history-project/b-listings/ba-bi/peter-barton/"
X Link 2026-02-12T16:01Z 11.2K followers, [---] engagements

"Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space"
X Link 2026-02-13T17:01Z 11.2K followers, [----] engagements

"Dario- if you buy $1T/year of compute for [----] bc you thought you were going to do $1T rev but then you only do $800b you go bankrupt. What does this mean for hyperscalers $AMZN $META $GOOG $MSFT He says he gets the impression some of the "other cos" aren't ROI-driven Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a fantastic"
X Link 2026-02-13T20:36Z 11.2K followers, [----] engagements

""I've been in business one way or another with Dr. Malone for the last [--] years. And I know that there is an intense capital discipline when you're involved with John. So I think that the message is that GCI will be a prodigious generator of free cash flow over the next five years and you're going to have to just trust Dr. Malone and the board to deploy that free cash flow in the places that we think make the most sense. any truly significant M&A needs to be out of Alaska and probably not in the core space that we're in today. I think we're looking for more unique opportunities where we can"
X Link 2026-02-13T22:41Z 11.2K followers, [---] engagements

"Another new 13G out today - Southeastern Asset Management side note - why is Longleaf Partners Small-Cap Fund place of organization Massachusetts"
X Link 2026-02-13T23:11Z 11.2K followers, [---] engagements

"Have observed this with my claude code life-copilot. It is much better with context when it's just a code base (even if a large one). I need to think more about this. I think it's something about - we SHOULD be able to squeeze other jobs/areas of life into a similar shape or structure. But we need to be intentional about it. I think it all might boil down to thinking via filesystem. I thought Dwarkesh had a good point that software engineering is the only job where the full context needed to do the job is available to an AI agent (via the code base) And I didnt think Dario had a good answer"
X Link 2026-02-15T17:17Z 11.2K followers, [----] engagements

"Really interesting breakout from $SPGI 95% of revenues are derived from proprietary sources for $SPGI https://t.co/3QAGwlOEzv 95% of revenues are derived from proprietary sources for $SPGI https://t.co/3QAGwlOEzv"
X Link 2026-02-15T19:07Z 11.2K followers, [----] engagements

"yall are sleeping on LinkedIn. That first comment was liked by people including -Former President/CMO of TRIP -Former Sr Director at BKNG -Someone that went from TRIP to Google Travel"
X Link 2026-02-15T19:29Z 11.2K followers, [---] engagements

"Solid interview w @UpslopeCapital https://seekingalpha.com/article/4113351-pro-weekly-digest-upslope-capital-management-short-selling-quality-longs https://seekingalpha.com/article/4113351-pro-weekly-digest-upslope-capital-management-short-selling-quality-longs"
X Link 2017-11-04T17:09Z 11.2K followers, [--] engagements

"Askeladden 2Q18 letter including the introduction of Poor Ashs Almanack an extensive collection of book reviews practical discussions on how to apply certain mental models etc. http://www.askeladdencapital.com/wp-content/uploads/2018/07/2018-07-02-Askeladden-Q2-2018-Letter-Poor-Ashs-Almanack-A-Learning-Journey.pdf http://www.askeladdencapital.com/wp-content/uploads/2018/07/2018-07-02-Askeladden-Q2-2018-Letter-Poor-Ashs-Almanack-A-Learning-Journey.pdf"
X Link 2018-07-03T17:40Z 11.2K followers, [--] engagements

"Enjoyed reading Self-Reliance by Ralph Waldo Emerson. Such a simple and important concept but tough to implement. Any recommended reading along similar lines Notes below (think the excerpts from the third pic are particularly relevant to fintwit/investors.)"
X Link 2020-06-15T13:50Z 11.2K followers, [--] engagements

"Excellent description of how the music industry value chain works by @SleepwellCap (who is extremely underfollowed btw) $SPOT https://sleepwell.substack.com/p/music-streaming-royalties-101 https://sleepwell.substack.com/p/music-streaming-royalties-101"
X Link 2021-04-28T03:52Z 11.2K followers, [---] engagements

"Published my second Substack piece today. Your feedback whether from a writing or an investing perspective is greatly appreciated Investment Process: The Role of Analyzing Company Culture https://stockthoughts.substack.com/p/investment-process-the-role-of-analyzingr=9tyd4&utm_campaign=post&utm_medium=web&utm_source=twitter https://stockthoughts.substack.com/p/investment-process-the-role-of-analyzingr=9tyd4&utm_campaign=post&utm_medium=web&utm_source=twitter"
X Link 2021-06-17T13:40Z 11.2K followers, [--] engagements

"These @CliffordSosin comments on the "steady-state of the system" for CDLX pair nicely with this excerpt from @joshtarasoff's essay on "endgames""
X Link 2021-07-15T01:53Z 11.2K followers, [--] engagements

"Wrote about efficiency in company research and note taking. My system- chronological events in a doc copy+pasting anything I would've underlined if it was on paper I'd love to hear about your experience trying to cut down on time spent taking notes https://stockthoughts.substack.com/p/note-taking-system-for-researching https://stockthoughts.substack.com/p/note-taking-system-for-researching"
X Link 2022-02-01T14:45Z 11.2K followers, [--] engagements

"Wow This is not something you see often. Top-tier disclosure:"
X Link 2022-11-29T18:50Z 11.2K followers, [--] engagements

"So why is Azure growing so much faster than AWS Any good takes on this Thanks DMs open"
X Link 2023-05-02T15:38Z 11.2K followers, 34K engagements

"Who are the best accounts to follow these days for long-term fundamental research I would include: @WTCM3 @scuttleblurb @borrowed_ideas @SleepwellCap @JerryCap @kouroshshafi @BLyons151 @b_cap21 @ClarkSquareCap @TMTMoats @RihardJarc Hey @stockthoughts81 who do you think is posting thoughtful fundamental research right now Trying to hone my timeline for more on-topic finance work. Hey @stockthoughts81 who do you think is posting thoughtful fundamental research right now Trying to hone my timeline for more on-topic finance work"
X Link 2023-10-09T13:28Z 11.2K followers, 34.9K engagements

"@DylanoA4 I am struck by the ten-dollar words. I wonder if this is how Han writes or if it is just the translator (amazon blurb on left dumbed down GPT on right). Sounds really interesting but idk if I can get through that. What do you think Do you get used to it or something"
X Link 2025-01-04T19:56Z 11.2K followers, 14.7K engagements

"Lot of insider buying at $VAC including by Impactive Capital. They seem pretty legit surprised I hadn't heard of them. Anyone know how they have done DMs open. Also curious if there are any pitches floating around"
X Link 2025-12-13T01:14Z 11.2K followers, [----] engagements

"Some interesting comments from Klarman on valuation and ROIC/WACC. Wish he had touched a bit more on the ROIC side"
X Link 2016-12-31T01:43Z 11.2K followers, [--] engagements

"Mark Yusko on what it takes to be a great analyst vs portfolio manager"
X Link 2017-05-28T03:18Z 11.2K followers, [--] engagements

"1961 Buffett Partnership Letter - three kinds of investments"
X Link 2018-01-21T02:13Z 11.2K followers, [--] engagements

"Advice from SumZero's All Time Top Ranked Analyst h/t @AKWilk https://sumzero.com/headlines/business_services/427-advice-from-sumzeros-topranked-analyst https://sumzero.com/headlines/business_services/427-advice-from-sumzeros-topranked-analyst"
X Link 2018-08-28T18:59Z 11.2K followers, [---] engagements

"@BluegrassCap https://www3.nd.edu/scorwin/fin70610/Common%20DCF%20Errors_LeggMason.pdf https://www3.nd.edu/scorwin/fin70610/Common%20DCF%20Errors_LeggMason.pdf"
X Link 2019-07-05T19:52Z 11.2K followers, [--] engagements

"RV Capital 1H19 letter (on when to invest/policy on holding cash and Chinese government and innovation) https://www.rvcapital.ch/wp-content/uploads/2019/08/Co-Investor_Letter_H1_2019-EN.pdf https://www.rvcapital.ch/wp-content/uploads/2019/08/Co-Investor_Letter_H1_2019-EN.pdf"
X Link 2019-08-09T17:07Z 11.2K followers, [--] engagements

"RV Capital- Dealing with COVID [--] (3/18/20) https://www.rvcapital.ch/post/dealing-with-covid-19 https://www.rvcapital.ch/post/dealing-with-covid-19"
X Link 2020-04-07T16:48Z 11.2K followers, [--] engagements

"Mike Fries interviews John Malone. My paraphrased notes below. h/t @GreenhavenRoad https://www.yahoo.com/entertainment/paley-international-council-summit-2020-143318569.html https://www.yahoo.com/entertainment/paley-international-council-summit-2020-143318569.html"
X Link 2020-11-14T23:09Z 11.2K followers, [--] engagements

"Rob Vinall [----] letter. Couldn't agree more on his preference for podcasts over books. 1) Ideas are more thought provoking up to date and concise 2) dialogue monologue 3) can listen while walking etc. https://www.rvcapital.ch/post/rv-capital-s-2020-letter-to-co-investors-in-the-business-owner-fund https://www.rvcapital.ch/post/rv-capital-s-2020-letter-to-co-investors-in-the-business-owner-fund"
X Link 2021-01-09T21:05Z 11.2K followers, [--] engagements

"A strong argument by @sebidscap that $FB is cheap right now. Sebids by the way is very underfollowed and I'd say one of the most original thinkers on here. https://drive.google.com/file/d/1iMIekSyPCNIU4_z6QlIVQHLLFNwyPAsH/ https://drive.google.com/file/d/1iMIekSyPCNIU4_z6QlIVQHLLFNwyPAsH/"
X Link 2021-01-15T18:52Z 11.2K followers, [---] engagements

"The 4Q20 @GreenhavenRoad letter was interesting including a great $NYT writeup. Nice to see anon fintwit (@MineSafety) getting some recognition https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/6016b19d2ca0471841ef52be/1612099997393/Greenhaven+Road+Letter+%282020+Q4%29.pdf%5B11%5D.pdf https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/6016b19d2ca0471841ef52be/1612099997393/Greenhaven+Road+Letter+%282020+Q4%29.pdf%5B11%5D.pdf"
X Link 2021-02-01T21:24Z 11.2K followers, [--] engagements

"What an interesting article h/t @sebidscap Worm Capital's long-only fund has compounded at 38% since its [----] inception The Man Who Abandoned Value https://www.institutionalinvestor.com/article/b1qmbjmykxql3g/The-Man-Who-Abandoned-Value#.YEFr1kn2ngU.twitter https://www.institutionalinvestor.com/article/b1qmbjmykxql3g/The-Man-Who-Abandoned-Value#.YEFr1kn2ngU.twitter"
X Link 2021-03-04T23:24Z 11.2K followers, [--] engagements

"Important question from @LibertyRPF - how do you all keep up with so many companies And how do you decide to do a thorough review of financials transcript etc. vs just a quick glance at KPIs"
X Link 2021-03-05T17:46Z 11.2K followers, [--] engagements

"Excellent article by @AndrewRangeley on the corporate and stock picking implications of what is happening in media stocks right now. $VIAC $DISCA $T $NFLX $CMCSA Below- is NFLX a value stock https://yetanothervalueblog.com/2021/03/what-the-fudge-is-happening-to-legacy-media-stocks-viac-disca-nflx-t.html https://yetanothervalueblog.com/2021/03/what-the-fudge-is-happening-to-legacy-media-stocks-viac-disca-nflx-t.html"
X Link 2021-03-16T20:26Z 11.2K followers, [--] engagements

"The 1Q21 letter from @1MainCapital was a great read. Congrats on the strong performance $GOOG $W https://www.1maincapital.com/s/Q121-letter.pdf https://www.1maincapital.com/s/Q121-letter.pdf"
X Link 2021-04-24T18:15Z 11.2K followers, [--] engagements

"My paraphrased notes from $NET at the JPM conference today"
X Link 2021-05-26T00:08Z 11.2K followers, [--] engagements

"@PrefShares from @DennisHong17 on @goodinvestingc"
X Link 2021-06-15T15:51Z 11.2K followers, [--] engagements

"Marc Andreessen on crypto via @1ahmedh1's Substack https://afewthings.substack.com/ https://afewthings.substack.com/"
X Link 2021-06-30T18:44Z 11.2K followers, [--] engagements

"One of the best things I have listened to this year and it's likely that many have never heard from him. Patrick Quinn runs a L/S fund and has compounded at 28% net for a decade. My highlights below. Thanks for doing this @novuspartners @AndreaGentilin2 https://www.novus.com/podcast/patrick-quinn-quinn-opportunity-partners-upside-volatility https://www.novus.com/podcast/patrick-quinn-quinn-opportunity-partners-upside-volatility"
X Link 2021-07-12T16:27Z 11.2K followers, [---] engagements

"What do you all do when you're having a tough year in terms of portfolio performance"
X Link 2021-11-19T17:37Z 11.2K followers, [---] engagements

"Rob Vinall RV Capital factsheet out today - new top [--] position in $CVNA"
X Link 2022-01-06T16:01Z 11.2K followers, [--] engagements

"Is this what [----] felt like"
X Link 2022-10-26T20:37Z 11.2K followers, [--] engagements

"Who are the best small / mid cap investors and funds to follow (Bonus points if they file 13F)"
X Link 2023-03-12T23:39Z 11.2K followers, 77.9K engagements

"Who is this guy Been on the board of Chipotle since [----] and owns $130m stock. Not much out there on him. Anywhere I can read about his story or does anyone know anything Seems interesting $CMG"
X Link 2023-09-06T22:20Z 11.2K followers, 32.7K engagements

""Temu's unit economics are unsustainable losing $38 per order but even if discounts narrow and advertising goes to [--] we believe it will be challenging for Temu to sustain its pricing advantage with manufacture GPs hovering near break-even." - DB h/t Dennis Hong on LinkedIn"
X Link 2023-10-25T15:14Z 11.2K followers, 23.7K engagements

"@SchrodingrsBrat Claude:"
X Link 2024-03-08T21:46Z 11.2K followers, [----] engagements

"https://x.com/PaulMedica/status/1811041861769072968 https://x.com/PaulMedica/status/1811041861769072968"
X Link 2024-07-10T16:04Z 11.2K followers, [----] engagements

"35 page writeup on $WOSG https://static1.squarespace.com/static/57eff176e58c621a298bfa61/t/669535bb606e0c7176b33254/1721054651477/Watches+of+Switzerland+Report+%282024.07.15%29.pdf https://static1.squarespace.com/static/57eff176e58c621a298bfa61/t/669535bb606e0c7176b33254/1721054651477/Watches+of+Switzerland+Report+%282024.07.15%29.pdf"
X Link 2024-07-15T21:42Z 11.2K followers, 35.7K engagements

"MKS' main competitor in the vacuum space is a really interesting under the radar Swiss company called VAT Group. $VACN. 70% market share in vacuum valves. Claims to be experiencing 90%+ spec-win rate in leading edge. 25% of '23 revenue from China (vs 19% for MKSI). Consistently generates ROIC WACC even druing the [----] downturn. 0.8x net leverage. https://twitter.com/i/web/status/1836178396772208776 https://twitter.com/i/web/status/1836178396772208776"
X Link 2024-09-17T23:00Z 11.2K followers, [----] engagements

"The one slide in their deck i didn't really understand was this one particularly the chart on the right. It seems to be indicating that vacuums are 70%+ of WFE spend Does it mean machines with vacuums in them/that require pressurized chambers Not following this one"
X Link 2024-09-17T23:00Z 11.2K followers, [---] engagements

"All in all $VACN seems like a very high quality company. But it also seems really expensive. Can someone tell me why I am wrong on either of these"
X Link 2024-09-17T23:00Z 11.2K followers, [----] engagements

"$MA new targets through 2027"
X Link 2024-11-13T15:57Z 11.2K followers, 247.6K engagements

"what Michael Platt looks for in a trader"
X Link 2025-01-07T17:48Z 11.2K followers, [----] engagements

"I asked Claude and Gemini to take a view. Gemini: I'm increasingly constructive on Rentokil Initial. The market has absolutely punished RTO trading it at roughly 10x [----] consensus EBITDA. This is a deep discount to Rollins its closest peer which trades at over 27x. The reason for this disparity is clear: the integration of Terminix has been messy leading to acknowledged underperformance in North American organic growth. Management has even backtracked on initial synergy-driving strategies like branch consolidation. However the pendulum has swung too far. The core pest control industry is"
X Link 2025-07-03T23:24Z 11.2K followers, [----] engagements

"Can anyone here who follows Alimentation Couche-Tard explain what is going on for me $ATD How do you get to 3-5y out math that makes this look attractive -Mgmt hosting another investor day in feb but currently their $10b EBITDA target for '28 is still in play despite the sell-side being closer to $7b and about $3.80 of EPS. On a historical fwd p/e of 17x that would put the stock at $64.60 in two years. 11% IRR. -Also - there was an M&A director interviewed by an expert network a couple years back - basically said a) there isnt as much M&A whitespace in the US as the 60%+ single store figure"
X Link 2025-12-11T19:52Z 11.2K followers, [----] engagements

"Nice SumZero write up on $SBAC https://sumzero.com/pro/research/ideas/11217 https://sumzero.com/pro/research/ideas/11217"
X Link 2015-12-06T23:19Z 11.2K followers, [--] engagements

"Martin Taylor in HFMW: "Managing money is real life not some bullshit strategist fantasy world""
X Link 2016-02-25T05:10Z 11.2K followers, [--] engagements

"Thoughts on position sizing from various value investors https://whatheheckaboom.wordpress.com/2010/10/30/position-sizing-in-value-investing/ https://whatheheckaboom.wordpress.com/2010/10/30/position-sizing-in-value-investing/"
X Link 2016-05-23T03:53Z 11.2K followers, [--] engagements

"Interesting presentation and thread on dying companies https://x.com/smellcap/status/814334613954920448 Great 44-min. video on identifying crappy businesses https://t.co/bcTtQvWZ7t https://x.com/smellcap/status/814334613954920448 Great 44-min. video on identifying crappy businesses https://t.co/bcTtQvWZ7t"
X Link 2016-12-29T13:09Z 11.2K followers, [--] engagements

"Highly recommended read: How to Be a Value Investor in Software http://latticework.com/how-to-be-a-value-investor-in-software/ http://latticework.com/how-to-be-a-value-investor-in-software/"
X Link 2017-01-23T03:58Z 11.2K followers, [---] engagements

"Mar Vista 4Q16 letter (commentary on Fortive Moody's and FB) http://www.marvistainvestments.com/Client%20Letters/MVIP_Letter_2016Q4.pdf http://www.marvistainvestments.com/Client%20Letters/MVIP_Letter_2016Q4.pdf"
X Link 2017-02-05T06:11Z 11.2K followers, [--] engagements

"$CGNX moat/barriers to entry"
X Link 2017-02-20T01:10Z 11.2K followers, [--] engagements

"Buffett's transition from reinvestment moats to capital light compounders http://intrinsicinvesting.com/2017/05/16/warren-buffett-declares-new-phase-of-his-investment-philosophy/ http://intrinsicinvesting.com/2017/05/16/warren-buffett-declares-new-phase-of-his-investment-philosophy/"
X Link 2017-05-17T05:54Z 11.2K followers, [--] engagements

"@jessefelder interviews Eric Cinnamond (did 10.5% from '98-'16 while holding 40% cash) on absolute return investing https://soundcloud.com/superinvestors/2-eric-cinnamond-on-the-value-of-absolute-return-investing https://soundcloud.com/superinvestors/2-eric-cinnamond-on-the-value-of-absolute-return-investing"
X Link 2017-06-02T04:14Z 11.2K followers, [--] engagements

"How To Get A Value Investing Job From A State School (Or Other Non-Traditional Background) http://www.askeladdencapital.com/how-to-get-a-value-investing-job-from-a-state-school/ http://www.askeladdencapital.com/how-to-get-a-value-investing-job-from-a-state-school/"
X Link 2017-06-19T01:35Z 11.2K followers, [--] engagements

"DCFs and Probabilities: How to Apply Them in Practice Not Theory - @GeoffGannon https://www.gurufocus.com/news/570207/dcfs-and-probabilities-how-to-apply-them-in-practice--not-theory https://www.gurufocus.com/news/570207/dcfs-and-probabilities-how-to-apply-them-in-practice--not-theory"
X Link 2017-09-25T01:42Z 11.2K followers, [--] engagements

"Tarasoff (Greenlea Lane) presentation on the importance of pricing power http://valuexvail.com/wp-content/uploads/2015/02/01-Greenlea-Lane-Capital-Presentation-for-VALUEx-Vail-2011.pdf http://valuexvail.com/wp-content/uploads/2015/02/01-Greenlea-Lane-Capital-Presentation-for-VALUEx-Vail-2011.pdf"
X Link 2017-10-03T19:15Z 11.2K followers, [--] engagements

"Alluvial Capital 2Q17 letter (7/21/17). Seems like an interesting fund with a unique approach and original ideas http://alluvialcapital.com/wp-content/uploads/2017/07/Alluvial-Capital-Management-Q2-2017-Letter-to-Partners-7.21.2017.pdf http://alluvialcapital.com/wp-content/uploads/2017/07/Alluvial-Capital-Management-Q2-2017-Letter-to-Partners-7.21.2017.pdf"
X Link 2017-10-16T18:32Z 11.2K followers, [--] engagements

"MITIMCo Ten Year Alumni Letter (Feb. 2017) http://www.mitimco.org/wp-content/uploads/2017/03/MITIMCo-Alumni-Letter.pdf http://www.mitimco.org/wp-content/uploads/2017/03/MITIMCo-Alumni-Letter.pdf"
X Link 2017-12-13T19:29Z 11.2K followers, [--] engagements

"Askeladden 4Q17 letter including thoughts on concentration. Currently 37% position in $FC and 23% in $LQDT http://www.askeladdencapital.com/wp-content/uploads/2018/01/2018-01-10-Askeladden-Capital-Q4-2017-Letter.pdf http://www.askeladdencapital.com/wp-content/uploads/2018/01/2018-01-10-Askeladden-Capital-Q4-2017-Letter.pdf"
X Link 2018-01-15T02:02Z 11.2K followers, [--] engagements

"Wiedower Capital [----] shareholder letter http://wiedowercapital.com/files/Letter2017.pdf http://wiedowercapital.com/files/Letter2017.pdf"
X Link 2018-03-18T17:54Z 11.2K followers, [--] engagements

"Greenblatt CBS lecture (2005). Topics include following spin offs: Marriott Sara Lee American Express Sears https://youtu.be/eKSai_nvEcslist=PLePzkS7otuAp6pr5deoHnYC_Ns1O100EN https://youtu.be/eKSai_nvEcslist=PLePzkS7otuAp6pr5deoHnYC_Ns1O100EN"
X Link 2018-04-17T06:07Z 11.2K followers, [--] engagements

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