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The stock broker investor posts on X about $deck, $cprt, stocks, $adbe the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXX% technology brands XXXX% automotive brands XXXX% cryptocurrencies XXXX% countries XXXX% fashion brands XXXX%
Social topic influence $deck #3, $cprt #52, stocks #3043, $adbe #49, warren #496, $crox #4, byd #327, $baba #168, $pypl #1171, $1211hk #326
Top accounts mentioned or mentioned by @qualityinvest5 @suericgp @saynototrading @joecarlsonshow @grok @shivamkashan @investseekers @mikefritzell @deepicevalue @mylordbebo @tacticzh @holysmokas @barchart @thestockbro @investingichina @gabgrowth @finchatio @adamkhootrader @koyfincharts @chickythink
Top assets mentioned Deckers Outdoor, Corp. (DECK) Copart, Inc. (CPRT) Adobe, Inc. (ADBE) Crocs, Inc. (CROX) Alibaba Group (BABA) PayPal Holdings Inc (PYPL) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Boyd Gaming Corporation (BYD) Halliburton Company (HAL) Novo-Nordisk (NVO) Oxygen (OXY) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Berkshire Hathaway Inc Class B (BRK.B) Cream (CRM) Sirius XM Holdings Inc (SIRI) Comcast Corporation (CMCSA) Moody's Corporation (MCO) Neurobro (BRO) Chipotle Mexican Grill, Inc. (CMG) Sable Offshore Corp. (SOC) S&P Global Inc (SPGI) Factset Research Systems, Inc. (FDS) Paypex (PAYX) Mastercard, Inc. (MA) UnitedHealth Group (UNH) Trade Desk, Inc. (TTD) Nike Inc (NKE) Lululemon Athletica Inc (LULU) Target Corporation (TGT) Charter Communications Inc (CHTR) Western Union Co (WU) ZIM Integrated Shipping Services Ltd. (ZIM) Exxon Mobil (XOM) Convex Finance (CVX) H&R Block, Inc. (HRB)
Top posts by engagements in the last XX hours
"$ADBE major support is tested again"
X Link @teechongyen 2025-10-11T03:01Z 2944 followers, 1079 engagements
"$ADBE and $CPRT Both are competing for my capital. Which one will you choose Profitability & Capital Returns Adobe is a high ROIC / high margin business given its software and cloud model; it converts incremental revenue to profit very efficiently. Copart is solid in its domain with good margins but its ROIC is lower and reinvestment costs are higher. Growth vs Scale Adobe has possibly more room in AI document workflows digital content creation sectors but also faces strong competition and potential saturation. Coparts growth is more tied to physical/industrial tailwinds (insurance losses"
X Link @teechongyen 2025-09-19T02:22Z 2943 followers, XXX engagements
"@DeepIceValue No more Chinese exposure. First $BABA was sold after Charlie is gone at Daily Jornal. Then $BYD was sold by either WB or Greg"
X Link @teechongyen 2025-10-12T09:12Z 2944 followers, XXX engagements
"@Joey84826421698 $ADBE chart looks bad. Fundamentals had yet to reflect anything bad"
X Link @teechongyen 2025-10-12T00:36Z 2941 followers, XX engagements
"$HAL Halliburton did a ascending triangle bullish break. Price to FCF is about XX Price to earnings is XX ROIC is in the range of 10-15% for the last X years"
X Link @teechongyen 2025-09-24T03:17Z 2944 followers, XXX engagements
"Bull market people focus on narrative. Bear market people focus on balance sheet. Current market people focus on Trumps post"
X Link @teechongyen 2025-10-14T14:02Z 2941 followers, XXX engagements
"@JonErlichman @grok how many from the list are unprofitable"
X Link @teechongyen 2025-10-14T00:29Z 2944 followers, 3798 engagements
"@StockMKTNewz Now we know why $AMZN shares are not performing well relative to mag7 peers"
X Link @teechongyen 2025-10-15T04:24Z 2941 followers, 1001 engagements
"@TacticzH Murphy's Law in play for $NVO"
X Link @teechongyen 2025-10-14T08:27Z 2941 followers, 1035 engagements
"Anyone notice Chris Mayer's holding had been tanking a little lately $CPRT $BRO $CMG $CSU"
X Link @teechongyen 2025-09-25T05:24Z 2943 followers, 1089 engagements
"Li Lu the only person Charlie Munger willing to trust his money with has a 30mil position on $SOC"
X Link @teechongyen 2025-09-27T06:31Z 2945 followers, 78.3K engagements
"One of the weakest Warren Buffett holdings. Big sell down from channel with higher volume. Will $OXY able to find support at 36"
X Link @teechongyen 2025-10-14T13:10Z 2942 followers, XXX engagements
"@HolySmokas X. $PYPL"
X Link @teechongyen 2025-10-14T02:06Z 2941 followers, XXX engagements
"Next few weeks shopping list: X. $GOOGL XXX X. $PYPL XX X. $BABA XXX X. $EVVTY XX X. $ADBE XXX X. $SPGI XXX X. $DECK XX X. $NVO XX X. $BYD HKD100 XX. $BRK.B XXX What will you add or remove. Criteria mainly revolve around steady growth stock with forward PE XX and strong balance sheet"
X Link @teechongyen 2025-10-11T11:33Z 2943 followers, 2660 engagements
"FactSet Research Systems $FDS Great company. High ROIC high margin consistent growth business undergoes PE normalization after guidance disappoint. Negative return after holdings for X years due to elevated PE. PE dip below XX now. Any takers"
X Link @teechongyen 2025-09-23T02:53Z 2947 followers, 2346 engagements
"$ALSN COO Mr Bohley explicitly stated: "We think the stock should be trading north of $XXX three years out. It's very attractive to buy it back at $XX a share". Current $ALSN price $83"
X Link @teechongyen 2025-10-08T14:14Z 2944 followers, 1084 engagements
"US government already shutdown for X weeks. Seems like business as usual. Can the government shutdown indefinitely to save tax payer money"
X Link @teechongyen 2025-10-15T06:51Z 2943 followers, X engagements
"$BYDDY $BYDDF $1211.HK Current price HKD105 is at at support level. This was the price of April Liberation Day tariff low. Dean of valuation Aswath Damodaran reportedly bought at this level during April 2025"
X Link @teechongyen 2025-09-10T06:48Z 2943 followers, XXX engagements
"$CSU $CSU.TO Which metric are u using to value this company and why Base on the current price of CAD3660 Price to FCFA2S: Approximately 35.4x. Price to FCF: Approximately 23.5x"
X Link @teechongyen 2025-09-29T06:50Z 2943 followers, XXX engagements
""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time." High ROIC stocks that are currently near XXX weeks moving average: X. $CPRT X. $PAYX X. $DECK X. $CRM"
X Link @teechongyen 2025-10-14T06:12Z 2941 followers, XXX engagements
"@chitchatstocks now comes the test. Tariff effects has yet to show in many earnings report last quarter. In fact it was reversed as many company sold more due to front loading"
X Link @teechongyen 2025-10-15T00:49Z 2944 followers, XX engagements
"Imagine how much more return David Tepper would have if he did not reduce his Chinese stock exposure. $BABA $JD $PDD"
X Link @teechongyen 2025-09-16T00:47Z 2948 followers, 8900 engagements
"@InvestInAssets @grok do we have more top or bottom signs currently"
X Link @teechongyen 2025-10-12T06:19Z 2944 followers, XXX engagements
"I m buying $CPRT at these price"
X Link @teechongyen 2025-09-19T00:52Z 2943 followers, XXX engagements
"At the same time $CROX wrote off 737mil for Heydude impairment"
X Link @teechongyen 2025-10-10T13:29Z 2943 followers, XXX engagements
"Warren owns 2.75B of $SIRI more than his ownership for $MA Mastercard $AMZN Amazon and $UNH"
X Link @teechongyen 2025-10-15T09:22Z 2941 followers, XXX engagements
"@TheStockBro Yes. And Comcast is below XX PE"
X Link @teechongyen 2025-10-13T10:28Z 2945 followers, XX engagements
"@F_Compounders @grok tell me is similarities and differences current $CROX and $DECK investment opportunities with Timberlands"
X Link @teechongyen 2025-10-11T10:40Z 2944 followers, XXX engagements
"BYD stock price crash because of stock split X to X. $BYDDY $1211.HK"
X Link @teechongyen 2025-06-10T06:18Z 2943 followers, 3987 engagements
"@AJButton2 Thailand electrician is the best"
X Link @teechongyen 2025-10-14T05:54Z 2948 followers, XX engagements
"@Stock_Inf0 Agree that $CROX might gives the best return if sentiment chance if they manage to grow their revenue in North America. $DECK is still more steady as they are still growing and no debt"
X Link @teechongyen 2025-10-09T22:26Z 2944 followers, XXX engagements
"@TheStockBro haha. ok. i like $CMCSA Universal Studio theme park"
X Link @teechongyen 2025-10-13T09:49Z 2946 followers, XXX engagements
"@AustinH26415112 Warren Buffet the person who founded the word "moat" might have different opinion"
X Link @teechongyen 2025-10-15T09:49Z 2941 followers, XX engagements
"$BYD $BYDDY $BYDDF Revenue growth more than XX% per year. High ROIC Net cash Founders owns above XX% Founder is a fanatic hardworking genius (According to Charlie Munger) Number X in EV in China and the world Number X in battery market after $CATL Current price of HKD104+- is at a major support"
X Link @teechongyen 2025-10-13T02:20Z 2941 followers, 1604 engagements
"@DeepIceValue $TTD"
X Link @teechongyen 2025-10-13T07:56Z 2942 followers, XXX engagements
"Large drawdown on Chris Mayers position on $CSU.TO $CPRT $LMN.V $TOI.V He wrote on his blog on how to approach drawdowns"
X Link @teechongyen 2025-09-27T01:07Z 2943 followers, 1863 engagements
"$OXY broke the bottom channel with huge volume after selling one of their "crown jewell" to $BRK.B to reduce debt. Tough company to own"
X Link @teechongyen 2025-10-03T02:04Z 2945 followers, 1626 engagements
"PE and P/FCF around XXXX High ROIC High Margin Defensive industry This must be the one of the best risk vs reward currently. $EVO $EVVTY"
X Link @teechongyen 2025-10-06T12:19Z 2941 followers, 5348 engagements
"@GhzResearch Oh yes better switch some to $BYDDF"
X Link @teechongyen 2025-10-11T04:47Z 2943 followers, XX engagements
"My 3rd largest position currently: $NVO after $BABA and $GOOGL Cant wait for it to break the upper channel and close that USD68 gap"
X Link @teechongyen 2025-10-03T05:49Z 2939 followers, 2889 engagements
""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time. The problem is few human beings have that kind of discipline." -Charlie Munger Move aside $NKE $LULU $CROX. Here comes $DECK XX year median: ROE XXXX% ROIC XXXX% XX year CAGR: Revenue XXXX% FCF XXXX% EPS XXXX No Debt. Current forward PE 16"
X Link @teechongyen 2025-10-08T01:04Z 2941 followers, 11.8K engagements
"Charlie Munger thinks rating agencies like Moody $MCO are hammering every problem like a nail"
X Link @teechongyen 2025-09-20T15:04Z 2941 followers, XXX engagements
"$CPRT is one of those quality names that is near the 200-week moving average"
X Link @teechongyen 2025-09-17T06:22Z 2941 followers, 3198 engagements
"$SIRI market cap 7.22B FCF 2025 1.15B Their target FCF for 2027 is 1.5B. No wonder Uncle Warren is buying $SIRI"
X Link @teechongyen 2025-10-15T09:12Z 2941 followers, XXX engagements
"Interesting Stocks with PE XX with price resting at critical support. X. Target Corp $TGT X. Crocs $CROX X. Charter Comm $CHTR X. Comcast $CMCSA X. Western Union $WU X. ZIM Integrated Shipping $ZIM X. Halliburton $HAL X. Allison Transmission $ALSN"
X Link @teechongyen 2025-10-13T08:40Z 2942 followers, XXX engagements
"Long $XOM $OXY $HAL $CVX"
X Link @teechongyen 2025-09-25T08:27Z 2943 followers, 1044 engagements
"@QualityInvest5 X most hated stocks other than oil counters. X. $PYPL X. $CRM X. $ADBE"
X Link @teechongyen 2025-10-15T03:16Z 2944 followers, XXX engagements
"@IFB_podcast Only bear market people start reading balance sheet. Now everyone seems to focus on AI driven narrative. Whoever works with OpenAI get rewarded"
X Link @teechongyen 2025-10-15T07:02Z 2941 followers, XX engagements
"@KoyfinCharts More and more payment method arises. many merchant stop using credit cards payment. I wonder will this narrative be true"
X Link @teechongyen 2025-10-15T05:34Z 2941 followers, XX engagements
"@Pabbi_Manuke Maybe even more than $GOOGL in the short term"
X Link @teechongyen 2025-10-11T04:50Z 2939 followers, XX engagements
"@DeepIceValue $PYPL"
X Link @teechongyen 2025-10-13T23:09Z 2946 followers, XXX engagements
"@Dividend_Dollar $DECK $ALSN $TNK"
X Link @teechongyen 2025-10-14T06:00Z 2941 followers, XXX engagements
"@DividendDynasty Looking to add this bro too"
X Link @teechongyen 2025-10-08T14:20Z 2939 followers, XX engagements
"@Joey84826421698 Which stock"
X Link @teechongyen 2025-10-11T14:41Z 2940 followers, XX engagements
"Best is if u can buy high ROIC with cheap PE. It dont come easily. But patience is needed. Buy high ROIC stock with 40-60PE u might still do well in XX years time horizon but risk stock price stagnant for 5-7 years while waiting fundamentals to catch up with their valuation. U might also risk quality companies MOAT deteriorate while waiting fundamentals to catch up with the valuation"
X Link @teechongyen 2025-10-15T03:06Z 2941 followers, XXX engagements
"@DeepIceValue Exactly. How much return on capital can those investment bring I wonder"
X Link @teechongyen 2025-10-15T08:34Z 2941 followers, XXX engagements
"Warren Buffett think $MCO Moody is probably still a good business. It probable. Not confirmed"
X Link @teechongyen 2025-09-20T15:01Z 2941 followers, XXX engagements
"Cheap cannibal stock with high ROIC to watch: X. $HRB PE11 X. $DECK PE16 X. $ALSN PE11"
X Link @teechongyen 2025-10-14T13:16Z 2941 followers, XXX engagements