@tierrapartners Avatar @tierrapartners Tierra Partners

Tierra Partners posts on X about $vxapl, $acm, in the, brazil the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 36.68% finance 14.07% cryptocurrencies 10.05% technology brands 7.54% countries 4.52% automotive brands 1.51% currencies 1.51% premier league 1.01% travel destinations 0.5%

Social topic influence $vxapl 5.03%, $acm #32, in the 3.52%, brazil 3.52%, $swkh 3.02%, $rgdx 3.02%, acm #118, $azo #11, money 2.01%, this is 2.01%

Top accounts mentioned or mentioned by @shortbusace @homeloanbill @cmo040958 @epsilontheory @blondesnmoney @vanckzhu @atelicinvest @thestalwart @proflibertarian @apublictrust @diabeloops @jclarkson203 @hfmajortom @markknoller @fatmanrocks @thehill @comfortablysmug @javierblas @gkamstra @pekwat

Top assets mentioned AC Milan Fan Token (ACM) Autozone Inc (AZO) Amazon.com, Inc. (AMZN) Beta Bionics, Inc (BBNX) Apple, Inc. (AAPL) Tandem Diabetes Care, Inc. (TNDM) Insulet, Corp. (PODD) Jacobs Solutions Inc (J) Now Coin (NOW) Santiment Network Token (SAN) Everton FC Fan Token (EFC) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Stifel Financial Corp. (SF) Lennar Corporation (LEN) Common Wealth (WLTH) PNC Financial Services Group Inc (PNC) Vail Resorts, Inc. (MTN) O'Reilly Automotive Inc (ORLY) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"SF MF cap rates getting squeezed lower. 9) On San Francisco some good color on the sales transaction market. AVB sold a deal in the city at a 5.1% cap rate. On the surface that's an unsurprising number until you dig in. and note it's a 50+ year old property with heavy capex needs and it's rent controlled. Clearly https://t.co/ta1s0j8oKY 9) On San Francisco some good color on the sales transaction market. AVB sold a deal in the city at a 5.1% cap rate. On the surface that's an unsurprising number until you dig in. and note it's a 50+ year old property with heavy capex needs and it's rent"
X Link 2026-02-12T13:59Z [----] followers, [---] engagements

"Almost$ASTS"
X Link 2026-02-12T15:20Z [----] followers, [---] engagements

"$/sf fixes this. After flipping for the first time two years ago existing home prices are now consistently (since June 2025) higher than new home prices. https://t.co/WEJoYD0lzc After flipping for the first time two years ago existing home prices are now consistently (since June 2025) higher than new home prices. https://t.co/WEJoYD0lzc"
X Link 2026-02-12T15:32Z [----] followers, [---] engagements

"Cherry picking a time frame here but the entire UST curve has come down a lot since last September. Clearly a lot happening but unanchored isnt one of them"
X Link 2026-02-13T15:09Z [----] followers, [---] engagements

"From 1/30. Priceless"
X Link 2026-02-16T00:10Z [----] followers, [----] engagements

"Wife just cut a Waymo off in SF and it slowed down"
X Link 2026-02-16T00:30Z [----] followers, [---] engagements

"Integrating vs non-integrating under Maduro. One can argue the US merely reclassified VZ but the shift away from reliance on non-integrating powers is real. Another surreal moment Secretary Wright and Acting President Delcy Rodriguez touring a Chevron-PDVSA joint upstream facility https://t.co/6PZVU6Z0cV Another surreal moment Secretary Wright and Acting President Delcy Rodriguez touring a Chevron-PDVSA joint upstream facility https://t.co/6PZVU6Z0cV"
X Link 2026-02-12T17:04Z [----] followers, [---] engagements

"Such a lovely afternoon in the Marina District. Perfect weather tons of cool dogs and 20k steps"
X Link 2026-02-13T02:53Z [----] followers, [---] engagements

"Dipsea [---] with a little sidetrack at Muir Park due to salmon migration so a tad over [--] miles"
X Link 2026-02-14T22:54Z [----] followers, [---] engagements

"Chart crimes aside overall positive domestic migration in the Midwest region masks much stronger population growth in the Rust Belt since [----] & likely marks a reversal in the 50yr trend of population loss. There are trends to watch here but the Brookings axis variance is definitely a chart crime so I redid the chart Midwest domestic migration numbers are up but they are going from negative to flat. The South is down from its peak but still at 400K the only region with https://t.co/f4Y8gvxUBZ There are trends to watch here but the Brookings axis variance is definitely a chart crime so I redid"
X Link 2026-02-15T17:22Z [----] followers, [---] engagements

"@shortbus_ace Guy is a poster child for not drinking & investing in your marriage"
X Link 2026-02-16T01:07Z [----] followers, [---] engagements

"@vanckzhu @atelicinvest I dont like the rating agencies or fin data space. Not clear to me why fico & co should rerate higher"
X Link 2026-02-16T04:55Z [----] followers, [---] engagements

"Annual flow leaders since Lehman"
X Link 2018-09-14T20:15Z [----] followers, [--] engagements

"Not bad for an old(er) guy"
X Link 2019-01-01T22:12Z [----] followers, [--] engagements

"NYC high end has been absolutely crushed. The Dakota: bot in [----] for $11.5mm listed 5yrs later for $17.5mm (they likely renovated) most recent price cut to $10.5mm. A steal How underwater is this owner"
X Link 2019-04-14T11:29Z [----] followers, [--] engagements

"@TheStalwart Besides tourism and NYC what parts of the economy exactly The critical shutdown started back in January when China went offline - but thats coming back online now"
X Link 2020-03-12T19:22Z [----] followers, [--] engagements

"NYC was undercounting hospitalized patients by 27%"
X Link 2020-04-12T22:02Z [----] followers, [--] engagements

"Dude may be doing all of this but he is definitely not raising [--] and [--] year olds"
X Link 2021-03-25T02:54Z [----] followers, [--] engagements

"@ProfLibertarian @apublictrust They didnt talk to any teachers"
X Link 2021-05-17T23:17Z [----] followers, [--] engagements

"The collapse in commodity inputs is magnitudes deeper than [----] on par with the GFC. Transportation & Warehousing rolling over fast. T&W has been a huge cost input driver"
X Link 2022-09-16T17:08Z [----] followers, [--] engagements

"Levittown homes cost $150/sf inflation-adjusted. Entry-level $LEN homes go for $200/sf. The exorbitant growth of fees & regulatory cost/time easily explain the difference. But the product is very similar in concept to what the builder brought to market in [----]. It's easy to look down your nose at what $200k gets you but the fact is there are a lot of folks who want to own their own home"
X Link 2024-12-19T19:32Z [----] followers, [----] engagements

"$TNDM is a trade. Into last summer the stock imploded to 0.9x sales. As comparison $BBNX trades at 10x sales and does 1/10th the revenue. PODD trades at 10x. TNDM's edge is its algorithm. Fair value is 2x to 3x sales"
X Link 2025-11-06T21:51Z [----] followers, [----] engagements

"$MTN's problem is they're doing anything to cling to the old model when acquisitions were abundant & accretive-ish on the Epic Pass side"
X Link 2025-12-10T15:41Z [----] followers, [---] engagements

"$WLTH Wealthfront makes 20bps on its robo advisory biz and 540bps on cash management.COGs is 10% so my guess is the advertised 3.4% on cash balances is a decent hook to get small momo clients in"
X Link 2025-12-10T16:23Z [----] followers, [----] engagements

"$AZO discount to average sell side price target hasn't been this severe since 2020"
X Link 2026-01-05T14:57Z [----] followers, [---] engagements

"$ACM waking up"
X Link 2026-01-05T14:58Z [----] followers, [---] engagements

"Looks like $PNC TBV/shr +9.7% YoY driven by loan growth"
X Link 2026-01-16T13:14Z [----] followers, [---] engagements

"@shortbus_ace Until $MTN reorgs away from RE management cuts the divvy & gets back to a mountain ops-focused biz I think it's dead money or worse"
X Link 2026-01-16T14:49Z [----] followers, [--] engagements

"Probably explains why $BBNX sold off so hard In the latest #DiabetesDialogue cohosts Diana Isaacs PharmD and Natalie Bellini DNP discussed the recent #FDA clearance of @Diabeloop's DBLG2 and the company's partnership with Sequel Med Tech to produce a fully closed-loop insulin monitoring system. https://t.co/DvBLxOm4Ax https://t.co/z9vfTovARJ In the latest #DiabetesDialogue cohosts Diana Isaacs PharmD and Natalie Bellini DNP discussed the recent #FDA clearance of @Diabeloop's DBLG2 and the company's partnership with Sequel Med Tech to produce a fully closed-loop insulin monitoring system."
X Link 2026-01-22T20:43Z [----] followers, [---] engagements

"$PODD back to where it was when the new CEO was announced. I don't know what that means"
X Link 2026-01-29T16:23Z [----] followers, [---] engagements

"$J getting bot on decent earnings constructive for the space. $ACM"
X Link 2026-02-04T15:44Z [----] followers, [---] engagements

"$ORLY guides FY26 EPS quite a bit lower $3.10 to $3.20 vs $3.31 est. Rev guide seems fine"
X Link 2026-02-04T21:48Z [----] followers, [---] engagements

"They have decided that $ACM is a decent garpy-ish company unfairly left by the side of the road.at least for today"
X Link 2026-02-06T14:39Z [----] followers, [---] engagements

"$ACM 200ma $113 They have decided that $ACM is a decent garpy-ish company unfairly left by the side of the road.at least for today. https://t.co/MFPA03uFlV They have decided that $ACM is a decent garpy-ish company unfairly left by the side of the road.at least for today. https://t.co/MFPA03uFlV"
X Link 2026-02-06T16:07Z [----] followers, [---] engagements

"@jclarkson203 Jfc. Has this clown even tried building an excel model with Claude AI is cool and all but we are a ways out from replacing human judgment"
X Link 2026-02-07T21:57Z [----] followers, [--] engagements

"@HomeLoanBill I wish Congress would greenlight portable mortgages. Admittedly the mortgage lobby + banks would never allow it"
X Link 2026-02-08T14:59Z [----] followers, [--] engagements

"$GOOG is the opposite of this. Brad Gerstner also got on CNBC and called Google a dead business because his son was using ChatGPT in his middle school class He's the face of going with the herd https://t.co/0VUszxWoW5 Brad Gerstner also got on CNBC and called Google a dead business because his son was using ChatGPT in his middle school class He's the face of going with the herd https://t.co/0VUszxWoW5"
X Link 2026-02-08T16:29Z [----] followers, [---] engagements

"BB on the potential for a new Fed-Treasury Accord conveniently leaves out the role of lifting price controls & rationing as factors in the post-WW2 inflation spike. Also ignores the fact that when the Fed did raise rates it was more symbolic than not"
X Link 2026-02-09T12:26Z [----] followers, [---] engagements

"Pretty clear that Agents are going to be creating entire new human-centric industries focused on validation & cleaning up unintended problems"
X Link 2026-02-09T14:17Z [----] followers, [---] engagements

"Also the general counsel's office called and needs to know who the actual counterparty is on this thing before we go live"
X Link 2026-02-09T14:19Z [----] followers, [----] engagements

""Our Agent takes care of all of that." Again Gfy. Pass"
X Link 2026-02-09T14:20Z [----] followers, [---] engagements

"Alta looking to get 5ft+ over the next [--] weeks"
X Link 2026-02-09T16:00Z [----] followers, [---] engagements

"Fwiw forward P/E is an 18x now at the top range of the guide"
X Link 2026-02-09T21:12Z [----] followers, [---] engagements

"@cmo040958 Thx Jaguar"
X Link 2026-02-09T21:14Z [----] followers, [--] engagements

"From $NOW back in January but a general theme for US services. Weaker USD regime is a massive tailwind for Services exports"
X Link 2026-02-09T21:16Z [----] followers, [---] engagements

"Hedge Funds https://www.bloomberg.com/news/articles/2026-02-09/goldman-says-hedge-funds-add-record-shorts-on-us-stocks-in-rout https://www.bloomberg.com/news/articles/2026-02-09/goldman-says-hedge-funds-add-record-shorts-on-us-stocks-in-rout"
X Link 2026-02-09T22:51Z [----] followers, [---] engagements

"Parking 65% of your portfolio in [--] securities in the same industry is a special kind of concentration risk"
X Link 2026-02-10T13:08Z [----] followers, [---] engagements

"Yah you don't need to (nor should you) put 10% to 15% of a portfolio into one name. 4% to 5% on a high conviction wager can make a huge difference over time across half a dozen companies. Chris Hohn on the secret to his outperformance (9% above market for 20+ years) https://t.co/CckPVJ3NFX Chris Hohn on the secret to his outperformance (9% above market for 20+ years) https://t.co/CckPVJ3NFX"
X Link 2026-02-10T13:54Z [----] followers, [---] engagements

"$NOW now (finally)"
X Link 2026-02-10T14:23Z [----] followers, [---] engagements

"UST so perky"
X Link 2026-02-10T14:55Z [----] followers, [---] engagements

"Because they call it "hooking up" now. Same thing different name. We're in the midst of a "Dating Recession": ✔ HS dating has fallen almost 50% since [----] ✔In [----] a "mere 46% of high school seniors reported ever going out on dates" https://t.co/ymMJRF1xJw We're in the midst of a "Dating Recession": ✔ HS dating has fallen almost 50% since [----] ✔In [----] a "mere 46% of high school seniors reported ever going out on dates" https://t.co/ymMJRF1xJw"
X Link 2026-02-10T15:13Z [----] followers, [---] engagements

"@HFMajorTom Crypto is just a pure expression of greed. I can argue both sides as to whether or not the CFTC should have legalized it but at least we're beyond the idea that it's a suitable investment"
X Link 2026-02-11T20:35Z [----] followers, [---] engagements

"@markknoller That is an appropriate comparative time frame to illustrate the magnitude of how far behind Islam is as an institution"
X Link 2015-02-05T14:24Z [----] followers, [--] engagements

"In honor of Snownado I present FatNado @fat_man_rocks"
X Link 2016-01-24T13:38Z [----] followers, [--] engagements

"VZ CEO says they've demonstrated 1.8gbps resi broadband w/o a wire"
X Link 2016-07-31T10:47Z [----] followers, [--] engagements

"TWTR easy: slash SG&A in half CAPEX @ $300mm 12% top line growth gets you $20b"
X Link 2016-10-16T22:57Z [----] followers, [--] engagements

"@thehill @ComfortablySmug Clintons literally ooze disdain for the election outcome. It's like watching an alcoholic having just "one".one more time"
X Link 2017-04-23T20:41Z [----] followers, [--] engagements

"Watched CNBC for like five hours on our flight from Barcelona. 1st time in over 2yrs. How do people do this"
X Link 2017-09-05T19:56Z [----] followers, [--] engagements

"I love this"
X Link 2017-11-02T17:22Z [----] followers, [--] engagements

"@EpsilonTheory But that wouldn't address the most widely used tax shelter out there: the Charitable Trust. An elegant change would be to require true arm's length in the management of the Trust; eliminate de facto control over the assets under the current system"
X Link 2018-09-19T11:45Z [----] followers, [--] engagements

""There's no money in cash" - JPM Head of Asset Management"
X Link 2018-09-26T15:27Z [----] followers, [--] engagements

"The smartest folks I ever worked with came out of the S&L and RTC crises. They understood that buying a deeply discounted asset when the market is looking for cash flow certainty is one of the great investment strategies"
X Link 2019-02-27T14:24Z [----] followers, [--] engagements

"This is a megatrend"
X Link 2019-09-08T16:33Z [----] followers, [--] engagements

"We went from 40% cash in January to mid single digit today"
X Link 2020-03-09T23:35Z [----] followers, [--] engagements

"This is cool especially the asymmetry"
X Link 2020-06-18T11:54Z [----] followers, [--] engagements

"This is why I love @epsilontheory posts. Ben posits questions in a way that challenges me to think a little more dynamically. https://www.epsilontheory.com/lucifers-hammer/#.X0z9tE-KnII.twitter https://www.epsilontheory.com/lucifers-hammer/#.X0z9tE-KnII.twitter"
X Link 2020-09-10T12:26Z [----] followers, [--] engagements

"1yr back. [--] of fresh pow at Keystone first tracks with my [--] y/o on Geronimo"
X Link 2021-01-02T22:33Z [----] followers, [--] engagements

"Low information voters in a nutshell Dogs are being returned to shelters and adoption centers in the U.S. as pandemic restrictions are lifted. For some dog owners its time to go back to work but for others dog ownership is a financial burden https://t.co/OALJcB4hgh https://t.co/IP7EteZYeH Dogs are being returned to shelters and adoption centers in the U.S. as pandemic restrictions are lifted. For some dog owners its time to go back to work but for others dog ownership is a financial burden https://t.co/OALJcB4hgh https://t.co/IP7EteZYeH"
X Link 2021-07-08T21:56Z [----] followers, [--] engagements

"+1k this guy gets it. Also water cooler culture is a complete fabrication. There are no water coolers and just like real life offices self-organize around access to the [--] or [--] decision makers. One could argue that remote actually dismantles those barriers The media continues to get the rise of remote work wrong Every employee knows the stories by CEO's of big companies + landlords who own offices are false I've spoken to 2000+ remote workers in the last [--] months A few predictions on what's going to happen a thread 💻🏠🌍 The media continues to get the rise of remote work wrong Every"
X Link 2021-08-08T11:46Z [----] followers, [--] engagements

"Fantastic thread & 1mm times better than any FinTwit bull case I have ever come across. Our brand sells millions of units through Amazon each year. Contrary to public sentiment they've been a great partner to our business. But [----] is a major crossroads because Amazon retail will likely shrink this year My thoughts on what's wrong and how to fix it (1 of many) Our brand sells millions of units through Amazon each year. Contrary to public sentiment they've been a great partner to our business. But [----] is a major crossroads because Amazon retail will likely shrink this year My thoughts on"
X Link 2022-01-17T14:11Z [----] followers, [--] engagements

"@JavierBlas Canada is closer they speak the same language and they havent financed Al-Qaeda"
X Link 2022-07-10T09:35Z [----] followers, [--] engagements

"Housing Prices don't really care about mortgage rates. They do care about supply a lot"
X Link 2022-12-15T22:04Z [----] followers, 42.6K engagements

"Nice succinct overview from Gemini $AZO"
X Link 2026-01-06T14:04Z [----] followers, [---] engagements

"$AZO finally"
X Link 2026-01-07T19:10Z [----] followers, [---] engagements

"$AZO +10% over the last [--] weeks"
X Link 2026-01-20T20:40Z [----] followers, [---] engagements

"$HBAN post Cadence merger TBV $9.20 fully diluted"
X Link 2026-02-02T15:35Z [----] followers, [---] engagements

"$IGV drawdown more severe than Mar 2020"
X Link 2026-02-06T14:24Z [----] followers, [---] engagements

"Prolly not. Steer clear of this penny from hell stock. $MODD Can Modular Medical Crack the AlmostPumper Code Inside the Bull Case for MODDs Pivot System -( $MODD $PODD $TNDM ) https://t.co/9Ltl0km4U2 $IBB $XBI #diabetes $LLY $MDT $ABT $BBNX Can Modular Medical Crack the AlmostPumper Code Inside the Bull Case for MODDs Pivot System -( $MODD $PODD $TNDM ) https://t.co/9Ltl0km4U2 $IBB $XBI #diabetes $LLY $MDT $ABT $BBNX"
X Link 2026-02-06T15:31Z [----] followers, [---] engagements

"$ACM reports amc est. $3.53b rev & $1.16/shr"
X Link 2026-02-09T15:12Z [----] followers, [----] engagements

"$ACM solid beats. Guides higher. $ACM reports amc est. $3.53b rev & $1.16/shr https://t.co/1XwTZNeABk $ACM reports amc est. $3.53b rev & $1.16/shr https://t.co/1XwTZNeABk"
X Link 2026-02-09T21:09Z [----] followers, [----] engagements

"$ACM backlog accelerated from +4% YoY to +9% MRQ"
X Link 2026-02-09T22:08Z [----] followers, [---] engagements

"$ACM valuation gap with $J should close"
X Link 2026-02-10T14:21Z [----] followers, [---] engagements

"$ACM international bookings +23% YoY. Book to burn 2.3x. Cheaper USD is a huge tailwind. $ACM solid beats. Guides higher. https://t.co/8qpBVNK58l $ACM solid beats. Guides higher. https://t.co/8qpBVNK58l"
X Link 2026-02-10T17:53Z [----] followers, [---] engagements

"Mortgage delinquency & average FICO score for the 18-29 demographic. Spoiler: looks pretty normal"
X Link 2026-02-10T18:35Z [----] followers, [---] engagements

"Yes manipulation"
X Link 2026-02-10T21:07Z [----] followers, [---] engagements

"Redfin is really the worst when it comes to housing clickbait. Not only do they not look at after-tax cost for ownership but their own methodology suggests renting has been cheaper than owning for the last [--] years. https://www.redfin.com/news/homebuying-affordability-improving-2026/ https://www.redfin.com/news/homebuying-affordability-improving-2026/"
X Link 2026-02-11T20:08Z [----] followers, [---] engagements

"CK Hutchison threatening the Dutch now. Good luck with that. https://www.bloomberg.com/news/articles/2026-02-12/ck-hutch-warns-maersk-of-legal-action-over-panama-ports-control https://www.bloomberg.com/news/articles/2026-02-12/ck-hutch-warns-maersk-of-legal-action-over-panama-ports-control"
X Link 2026-02-12T12:55Z [----] followers, [---] engagements

"If you arent buying some stuff today probably doing something wrong"
X Link 2026-02-12T19:05Z [----] followers, [----] engagements

"$NFLX close to giving half back"
X Link 2026-02-12T19:22Z [----] followers, [---] engagements

"No comment. JUST IN: California lost $1 trillion in wealth due to billionaires leaving JUST IN: California lost $1 trillion in wealth due to billionaires leaving"
X Link 2026-02-12T23:14Z [----] followers, [----] engagements

"Sumitomo Forestry acquiring $TPH at 1.45x TBV or 1.2x sales"
X Link 2026-02-13T15:05Z [----] followers, [---] engagements

"@gkamstra @pekwat @EPBResearch Can also say Mill Valley is rocking. Hiking the Dipsea today"
X Link 2026-02-14T14:55Z [----] followers, [--] engagements

"No idea what is what but the AI stuff is fairly main stream now"
X Link 2026-02-15T14:45Z [----] followers, [----] engagements

"This is insane and so FL https://x.com/Breaking911/status/907025704595935234 https://x.com/Breaking911/status/907025704595935234"
X Link 2017-09-10T23:45Z [----] followers, [--] engagements

"@ppearlman @chancetherapper Never too early for Skippy John Jones"
X Link 2018-02-25T19:16Z [----] followers, [--] engagements

"One can read a book but until you live in a country with extreme poverty you simply don't understand the relative value system. And this attitude - that the US is the final lynchpin that holds the world together is one of these fantasies"
X Link 2018-05-08T21:16Z [----] followers, [--] engagements

"Insider Open Market Purchases $1mm last [--] days: $JPM $NHF $PSEC $MEMP $ARCC $AKS $STL ($800k but close enough)"
X Link 2014-11-16T13:21Z [----] followers, [--] engagements

"@jessefelder Check out TEV/EBIT at same level as 9/2012. But ecosystem is accelerating whereas slowing down in 2012"
X Link 2014-11-20T21:08Z [----] followers, [--] engagements

"All I know is Pershing getting involved w/ $MCD is a huge opp to gtfo"
X Link 2014-12-17T15:54Z [----] followers, [--] engagements

"NLRB hits $MCD as joint employer TheHill - http://t.co/yzdNu1zd69 Don't worry Bill is buying it maybe so all is good. http://go.shr.lc/1zIZhpe http://go.shr.lc/1zIZhpe"
X Link 2014-12-19T20:24Z [----] followers, [--] engagements

"$SYK acquiring CHG Hospital Beds for cash"
X Link 2015-01-05T13:12Z [----] followers, [--] engagements

""reorient" dividend policy wtf does that mean $SAN"
X Link 2015-01-08T13:30Z [----] followers, [--] engagements

"$SAN CEO says no plan for acquisitions this actually needed to be clarified"
X Link 2015-01-08T18:25Z [----] followers, [--] engagements

"Wellington takes 10.6% position in $EFC"
X Link 2015-01-13T13:42Z [----] followers, [--] engagements

"Why is $CS downgrading $RIG to [--] price meanwhile their IB group just acquired 27mm shares"
X Link 2015-01-17T01:25Z [----] followers, [--] engagements

"Societe Generale cuts $EOG to [---] $OXY to [--] $COP to 75"
X Link 2015-01-26T13:38Z [----] followers, [--] engagements

"Notable 13Gs filed 1/29: $ALK $ATK $ASH $ATRO $CINF $CMCSA $CMTL $CVU $DGII $DORM $IDXX $MLM $MCD $NPK $BTU $SEE $SRI $TEN $TRMB $UMH $UNP"
X Link 2015-01-30T13:06Z [----] followers, [--] engagements

"Just thinking out loud here: $AAPL acquiring $SIRI from $LMCA would put Beats into 27mm cars+become an insta network"
X Link 2015-02-07T22:31Z [----] followers, [--] engagements

"Distressed energy speculation drives 73% YoY increase in PE fund raising nothing like throwing momoney at a crowded trade"
X Link 2015-02-17T18:22Z [----] followers, [--] engagements

"Looks like $WM debt deal could add $0.25 to $0.35/share for 2015"
X Link 2015-02-19T16:32Z [----] followers, [--] engagements

"Maybe it's not management or the supply chain but the min wage low skilled work force that can't adapt $MCD"
X Link 2015-03-27T13:10Z [----] followers, [--] engagements

"$RGDX files 2nd Amendment to $SWKH loan increases borrowing by $3.5mm; issues addt'l warrants to lender at $0.37 strike"
X Link 2015-04-08T12:46Z [----] followers, [--] engagements

"Maybe $MCD should get into consumer cloud"
X Link 2015-04-24T14:29Z [----] followers, [--] engagements

"$HSBC looking to unload Brazil franchise"
X Link 2015-05-01T00:30Z [----] followers, [--] engagements

"No surprise Einhorn didn't include $EOG in same bucket as $PXD it's got 3x proven reserves. Still happy to wait for earnings b4 back in"
X Link 2015-05-04T17:42Z [----] followers, [--] engagements

"$EFC 14% discount to bv"
X Link 2015-05-07T01:15Z [----] followers, [--] engagements

"$SWKH borrowers report $RGDX $HH RGDX volumes up but Medicare reimbursements down; HH expects recent acq to be accretive in 2015"
X Link 2015-05-14T12:24Z [----] followers, [--] engagements

"$EPD buys Pioneer's Eagle Ford midstream assets $1.15b now $1b in a year http://t.co/5iv6ji7eKP"
X Link 2015-06-01T12:51Z [----] followers, [--] engagements

"$GICSAB going after the MX REITs on their very high fees (REOC vs REIT) http://t.co/i2gwMkPEKc"
X Link 2015-06-18T17:55Z [----] followers, [--] engagements

""DJ FOX News and SiriusXM to Launch a National News Channel" $SIRI $FOXA"
X Link 2015-06-24T19:18Z [----] followers, [--] engagements

"http://t.co/Wqgy30CLwH $FOXA http://adage.com/article/special-report-tv-upfront/fox-networks-group/299299/ http://adage.com/article/special-report-tv-upfront/fox-networks-group/299299/"
X Link 2015-07-01T11:32Z [----] followers, [--] engagements

"Brazil $IBXX not only is it cheap on a valuation basis but FX is going to be a tailwind sooner than later http://t.co/YzSBc59aKX"
X Link 2015-07-16T00:32Z [----] followers, [--] engagements

"$FOXA exits MundoFox stake http://t.co/b5TXqU8w8K"
X Link 2015-07-17T13:22Z [----] followers, [--] engagements

"Must have got that Wells Notice finally. https://x.com/DougKass/status/623509280277180416 https://x.com/DougKass/status/623509280277180416"
X Link 2015-07-21T15:07Z [----] followers, [--] engagements

"$SWKH $RGDX ch11 looks like upb converts to DIP + $3mm new money http://t.co/lpizNbdzo8"
X Link 2015-08-10T17:22Z [----] followers, [--] engagements

"So $RGDX warrants are gone but $SWKH likely to convert at least 50% of debt into $CGIX stock so who knows how this shakes out in the end"
X Link 2015-08-10T19:04Z [----] followers, [--] engagements

"$SWKH wild card: on what terms will $CGIX assume at most 50% of existing $RGDX secured debt http://t.co/MW2ec4XhJH"
X Link 2015-08-11T11:29Z [----] followers, [--] engagements

"$VXAPL now 10% above 7/2013 high http://t.co/YigiDpAGVn"
X Link 2015-08-21T19:32Z [----] followers, [--] engagements

"$VXAPL http://t.co/yeA6JuVXmO"
X Link 2015-08-24T14:09Z [----] followers, [--] engagements

"But failure to serve with cheez melted makes me not want to eat it at all $MCD http://t.co/cke2L84EZ6"
X Link 2015-08-29T19:19Z [----] followers, [--] engagements

"Historical Brazil FX nominal vs inflation adjusted http://t.co/VJr1gBHlJK"
X Link 2015-09-03T15:44Z [----] followers, [--] engagements

"$VXAPL down 10% today"
X Link 2015-09-15T18:51Z [----] followers, [--] engagements

"$CGIX receives court approval for $RGDX purchase $SWKH http://t.co/IR9ne0Ue6l"
X Link 2015-10-02T12:22Z [----] followers, [--] engagements

"Dividend Growth May Slow; Apple Microsoft Generous AAPL MSFT account for 22% of all SPX dividends https://apple.news/AINH7CWuNOOelrlsIO6EcOA https://apple.news/AINH7CWuNOOelrlsIO6EcOA"
X Link 2015-10-03T20:08Z [----] followers, [--] engagements

"$MRK Frazier makes solid point wellness programs must result in quantifiable savings - wearables are the only way to do that"
X Link 2015-12-01T12:42Z [----] followers, [--] engagements

"$CMG if this thing is blip [--] months out will have been a great buy in thsi area maybe 5% to 10% lower"
X Link 2015-12-07T13:22Z [----] followers, [--] engagements

"Notable 5d volume 50d: $HMC $ICE $NMR $VIG $TU $VO $IWR $SDY $VB $CHD $CSJ $TW $WSH $IWS $IWV $DPZ $MHG $VBR $SPLV $VT $EFAV $PAG"
X Link 2016-01-04T15:33Z [----] followers, [--] engagements

"Main concern w/ $GOOG is sole reliance on search & their spending problems. It's just not worth 31x"
X Link 2016-04-21T20:54Z [----] followers, [--] engagements

"Mexico's $GICSA seeing above average volume follow thru"
X Link 2016-06-02T18:21Z [----] followers, [--] engagements

"No I didn't take a sip. Yes they underserved me by at least 5%. $SBUX"
X Link 2016-06-06T09:58Z [----] followers, [--] engagements

"Mexico's Femsa $FMX buys Chilean convenience store chain #americasblock"
X Link 2016-06-06T22:57Z [----] followers, [--] engagements

"$GICSA 13x average USD volume"
X Link 2016-08-09T16:43Z [----] followers, [--] engagements

"@kajawhitehouse or leaving an establishment of ill repute and were targeted"
X Link 2016-08-17T20:45Z [----] followers, [--] engagements

"$TWTR doing just fine on revenue growth. Strip out $1b/yr SG&A for the acquirer gets really interesting"
X Link 2016-09-26T12:07Z [----] followers, [--] engagements

"My guess is if you normalized for Fed's balance sheet assets chart would look very different. But just a hunch.;-) https://x.com/markyusko/status/782561177410891776 #GreatChart https://t.co/k1ehrafDrX https://x.com/markyusko/status/782561177410891776 #GreatChart https://t.co/k1ehrafDrX"
X Link 2016-10-02T15:47Z [----] followers, [--] engagements

"$K to buy Brazil snack company Ritmo Investimentos for $429mm - public is the new private"
X Link 2016-10-13T12:21Z [----] followers, [--] engagements

"How some on FinTwit value stocks"
X Link 2016-10-17T17:19Z [----] followers, [--] engagements

"WaaS - $WMT as a service expands US-MX money transfer biz"
X Link 2016-10-26T10:42Z [----] followers, [--] engagements

"$VXAPL -20% won't be here for long OTM expirations could be interesting"
X Link 2016-10-26T16:45Z [----] followers, [--] engagements

"$VXAPL +4.4%"
X Link 2016-10-27T14:30Z [----] followers, [--] engagements

"Ttrending on FB Politics today is some hashtag Standing Rock movement with honorable mention to Lena Dunham"
X Link 2016-11-01T17:37Z [----] followers, [--] engagements

"ETF Creation Redemption Process Behind the Scenes WisdomTree https://www.wisdomtree.com/blog/2017-01-17/ETF-Creation-Redemption-Process-Behind-the-Scenesutm_source=LinkedIn&utm_medium=update&utm_campaign=Equity https://www.wisdomtree.com/blog/2017-01-17/ETF-Creation-Redemption-Process-Behind-the-Scenesutm_source=LinkedIn&utm_medium=update&utm_campaign=Equity"
X Link 2017-01-17T15:30Z [----] followers, [--] engagements

"Consensus now sees 360bps of additional rate cuts in Brazil for 2017"
X Link 2017-01-23T12:38Z [----] followers, [--] engagements

"Brazil CPI YoY at +5.35% vs +6.29% in Dec - SELIC at 13% analysts see 10.75% by year end. Secular bull"
X Link 2017-02-08T12:16Z [----] followers, [--] engagements

"But Vanguard iShares got all the $$$. https://x.com/Perth_Tolle/status/829377064251879425 Global equity ETP flows dominated MF flows in January. 3B went into broad #EmergingMarkets. https://t.co/TtbuqSIQgk https://x.com/Perth_Tolle/status/829377064251879425 Global equity ETP flows dominated MF flows in January. 3B went into broad #EmergingMarkets. https://t.co/TtbuqSIQgk"
X Link 2017-02-08T17:12Z [----] followers, [--] engagements

"When asked would he be an herbivore or a carnivore dinosaur our little guy opted for the omnivore category"
X Link 2017-04-07T20:50Z [----] followers, [--] engagements

"Absolutely convinced that Tim Cook dreams of adding $150b+ of Goodwill to AAPL's balance sheet via DIS acq"
X Link 2017-04-13T12:15Z [----] followers, [--] engagements

"Brazil rents increase for 3rd month sequentially but still lag CPI. Resi sales in Rio +13% YoY launches +9%"
X Link 2017-04-19T12:36Z [----] followers, [--] engagements

"On trade negotiations: the framework is NAFTA and the goal is to bring WTO into line with it"
X Link 2017-05-04T13:14Z [----] followers, [--] engagements

"$VXAPL there goes the pop.nice"
X Link 2017-05-17T13:59Z [----] followers, [--] engagements

"$VXAPL +22.4%"
X Link 2017-05-17T18:55Z [----] followers, [--] engagements

"IBOV valuation - rate cuts should improve interest coverage ratios by 1/3. TEV/EBIT about half vs SPX"
X Link 2017-05-19T12:24Z [----] followers, [--] engagements

"$VXAPL going to rip higher oh wait there it goes"
X Link 2017-07-10T13:31Z [----] followers, [--] engagements

"EEMV (top) & SPY literally have the same volaitility for the TTM period except iShares gets 71bps for EEMV"
X Link 2017-07-17T00:23Z [----] followers, [--] engagements

"AAPL still at a [--] year low levered FCF yield. FTM FCF yield 5%"
X Link 2017-07-19T17:24Z [----] followers, [--] engagements

"When Vanguard swaps the Index for VNQ to a 75/25 weight $3b worth of these holdings will be liquidated"
X Link 2017-08-01T20:26Z [----] followers, [--] engagements

"NAFTA in a Multipolar World Economy Alternative Economics #AmericasBlock https://alternativeeconomics.co/blogline/67136-nafta-in-a-multipolar-world-economy https://alternativeeconomics.co/blogline/67136-nafta-in-a-multipolar-world-economy"
X Link 2017-08-11T14:28Z [----] followers, [--] engagements

"I like NVDA but this whole arg reminds me of actual miners in [----]. Demand is permanent this time is diff"
X Link 2017-09-18T12:07Z [----] followers, [--] engagements

"Watson AI ETF is not an index fund but a transparent active ETF. Important since sub-advisor ult picks stocks"
X Link 2017-10-22T12:24Z [----] followers, [--] engagements

"LatAm Real Estate alpha generation since inception [----] and [----] YTD"
X Link 2017-10-25T13:44Z [----] followers, [--] engagements

"Buck cheaper at $WMT vs our local $WFM $AMZN"
X Link 2017-11-19T16:59Z [----] followers, [--] engagements

"Marshall Plan cost $130b inflation adjusted"
X Link 2017-11-25T12:07Z [----] followers, [--] engagements

"Coinbase has so many SEC filings really impressive given the dollar value of trading volume it see"
X Link 2017-12-07T13:14Z [----] followers, [--] engagements

"Its true. $AMZN is now selling BTC. Didnt think this day would arrive but here we are"
X Link 2017-12-18T09:49Z [----] followers, [--] engagements

"Unless $GOOG classifies their def tax liab under tht $7b 'other' repatriation tax is a $15b hit to bv"
X Link 2017-12-22T16:43Z [----] followers, [--] engagements

"$WMT interesting. On the surface focused on store safety but are there automatic check-out applications too"
X Link 2018-01-10T12:43Z [----] followers, [--] engagements

"Can you insure BTC Yes. For 1% and handing over your password to XL"
X Link 2018-01-13T16:28Z [----] followers, [--] engagements

"Doesn't matter that BAC won't process crypto transactions via credit cards b/c BTC is decentralized and doesn't need fiat to exist. And it will go to $100000 by December"
X Link 2018-02-02T19:50Z [----] followers, [--] engagements

"Yes real economy is sound but this doesn't assuage downside risk of higher bond yields on growth equities"
X Link 2018-02-03T13:58Z [----] followers, [--] engagements

"$VZ FTM P/E at 11x or where it was in Sep 2008"
X Link 2018-02-10T20:59Z [----] followers, [--] engagements

"$DTE FTM P/E down by 50% over last 2yrs yields 4.7%"
X Link 2018-02-10T21:03Z [----] followers, [--] engagements

"If distributed processing/storage really takes hold (as some in SV are betting) would an $EQIX be a short"
X Link 2018-02-10T21:06Z [----] followers, [--] engagements

"$SPG 13F activity 4Q17 active RE managers likely redemption driven sellers"
X Link 2018-02-15T12:37Z [----] followers, [--] engagements

"$MTN cash conversion cycle down by 40% since last year & interest coverage almost 2x vs 4yrs ago"
X Link 2018-03-07T13:16Z [----] followers, [--] engagements

"$AMZN sell side pricing in a terminal 43x EBIT multiple and a 45% EPS CAGR. What could go wrong"
X Link 2018-03-20T20:11Z [----] followers, [--] engagements

"Greenblatt EBIT method for $BA - despite the run looks fairly valued"
X Link 2018-04-06T11:51Z [----] followers, [--] engagements

"Greenblatt method for $AAPL - not cheap but keep looking at buyback driven growth"
X Link 2018-04-06T11:54Z [----] followers, [--] engagements

"Gets better. FY2019 $AAPL EBIT estimates down 3% at $73b or 4% growth enough to support divvy/buybacks but"
X Link 2018-04-18T11:16Z [----] followers, [--] engagements

"$AAPL FY2019 revenue estimates cut 5% YTD or 3.5x TEV or 25% above 5yr TEV/forward sales average"
X Link 2018-04-18T11:22Z [----] followers, [--] engagements

"$VXAPL at [-----] or about where it was at the Feb low $AAPL"
X Link 2018-04-20T16:08Z [----] followers, [--] engagements

"$VXAPL could move +10 and still be within historical range versus $VIX $AAPL"
X Link 2018-04-23T18:15Z [----] followers, [--] engagements

"FTM TEV/EBIT discounts: $FB 20% $AMZN 82% $GOOG 16% $IBM 22% $MSFT 45% $SAP 30% - $AAPL (drum roll) 6%"
X Link 2018-05-05T14:08Z [----] followers, [--] engagements

"Ever so slight uptick in the year-end [--] vs [--] more rate hike odds"
X Link 2018-05-09T10:46Z [----] followers, [--] engagements

"$AAPL Cash Earnings adjusted for buybacks are est to be $14.36/share in [----] vs $14.57 in [----] (the last real supercycle). That would be zero growth. Worse projected Cash Earnings for the next [--] years are basically flat. Of course GAAP EPS has risen "phenomenally" sort of"
X Link 2018-05-23T21:06Z [----] followers, [--] engagements

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