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@bowtiedstocks "One thing about Aussie propadee is it will never go to zero Sure your equity might if you are highly leveraged But the asset will always have some value Cryptocurrencies on the other hand Im not so sure"
X Link @bowtiedstocks 2025-10-11T22:28Z 5403 followers, 6767 engagements

"$NXT.AX NextDC exec incentive packages are certainly getting generous Who would like to guess the likelihood of the below being achieved"
X Link @bowtiedstocks 2025-02-24T11:32Z 5376 followers, XXX engagements

"Best steak restaurant in Brisbane For mine it is Walters steakhouse in the CBD a New York style steakhouse I dont think much else comes close"
X Link @bowtiedstocks 2025-10-14T21:51Z 5409 followers, 18.7K engagements

"A snapshot of how cryptocurrencies are performing Thoughts and prayers for the leveraged crypto degens"
X Link @bowtiedstocks 2025-10-11T01:33Z 5383 followers, 6495 engagements

"Not only are we home to the most expensive property prices on the planet were also home to the most expensive bank on the planet $CBA.AX And not only that it represents XX% of our index and everyone owns it through super Draw me a diagram of a fragile economy"
X Link @bowtiedstocks 2025-06-25T02:31Z 5403 followers, 14.8K engagements

"Brisbanes best steak restaurants: X. Walters X. Black Hide X. Deerys X. Moo Moos X. Norman Hotel X. Breaky Creek Hotel X. Morrison Hotel X. Regatta Boatshed X. Pineapple Hotel You wont find many insta thots photoing their food at these places either 🥩 🍴 🍻"
X Link @bowtiedstocks 2025-10-15T01:06Z 5409 followers, 11.4K engagements

"Quick stroll around Brisvegas CBD this arvo Spent 15+ years working on this narrow riverside strip that is Eagle St aka the Golden Triangle"
X Link @bowtiedstocks 2025-10-12T08:52Z 5404 followers, 6548 engagements

"$BAC Bank of America - Market cap $356bn - Revenue $98.6bn - Net Profit $26.5bn - PE 13.4x $CBA.AX Commonwealth Bank - Market cap $265bn - Revenue $27bn - Net Profit $9.5bn - PE 27.9x Food for thought"
X Link @bowtiedstocks 2025-01-29T23:12Z 5403 followers, 29.9K engagements

"@stationmum101 Only XX% 😂 Any recommendations in the Brisbane / South East Qld area"
X Link @bowtiedstocks 2025-10-14T11:43Z 5408 followers, 2143 engagements

"I wonder how people feel these days to be getting paid in confetti as costs around them skyrocket"
X Link @bowtiedstocks 2025-10-15T06:11Z 5409 followers, 4147 engagements

"@Shay0Mae Thats because our currency isnt worth much"
X Link @bowtiedstocks 2025-10-14T11:20Z 5406 followers, 1569 engagements

"$NVDA Nvidia now accounts for approx X% of the US S&P XXX This is the highest single stock weighting in history It is like our $CBA.AX Commonwealth Bank lol While Nvidia is powering AI data centres and tech - societal progress CBA is powering Aussie hoomers leveraging up"
X Link @bowtiedstocks 2025-08-12T22:21Z 5403 followers, 6141 engagements

"$WOW.AX Woolworths shares down sharply today on a poor result Profitability falling yet the politicians that studied arts and political science will still tell us they are price gouging Big cut to the dividend The share price above $XX never made sense to me"
X Link @bowtiedstocks 2025-08-27T00:59Z 5403 followers, 6886 engagements

"We got an issue with the currency 💸 Hiking rates way higher fixes this"
X Link @bowtiedstocks 2025-10-15T12:05Z 5409 followers, 4088 engagements

"When I was a kid I used to love these EA Sports NBA games I think these games were actually better than today's versions (biased I know) So it is with interest to learn that the Saudis are taking Electronic Arts private in the largest leveraged buyout deal in history $EA"
X Link @bowtiedstocks 2025-09-30T04:29Z 5387 followers, 1474 engagements

"$SGR.AX Star Entertainment - one of its lenders is offloading its debt yet the SGR equity is still valued at $300m Have said it before I think the equity is a zero 🍩"
X Link @bowtiedstocks 2025-09-09T11:09Z 5403 followers, 2047 engagements

"We got an issue with the currency 💸 Weimar vibes"
X Link @bowtiedstocks 2025-10-15T05:38Z 5409 followers, 18.7K engagements

"$REH.AX Reece Group - calling out the adverse impact of Melb work from home culture on productivity and innovation at its head office And we have a Vic Govt that wants to legislate WFH. Bonkers stuff"
X Link @bowtiedstocks 2025-08-26T05:44Z 5402 followers, 3244 engagements

"We got an issue with the currency 💸 Brisbane steak restaurant prices 🥩"
X Link @bowtiedstocks 2025-10-14T10:11Z 5408 followers, 36.6K engagements

"@Lawzyc Need to get to this one I want a steak restaurant not insta thots photoing their food - which one will I get there"
X Link @bowtiedstocks 2025-10-14T23:27Z 5405 followers, XXX engagements

"A few articles of late both in AU and abroad re accounting firms considering sales to private equity But doesn't this just benefit the current partners on the way out at the expense of all future partners PE wants its return future partners have to share that with them"
X Link @bowtiedstocks 2025-10-10T06:22Z 5393 followers, 1562 engagements

"A bet on gold is really a bet against fiat currency A lot of faith has been lost in it much for good reason Comparing one currency to another currency isnt the right way to look at it Interestingly real gold is soaring but digital gold aka Bitcoin hasnt been"
X Link @bowtiedstocks 2025-10-16T00:54Z 5409 followers, 1115 engagements

"US twitter feed and its all tech and data centres and AI and all cutting edge stuff Aussie twitter feed and its predictably all propadee centric with X% deposits the talk of the town The contrast is just so stark"
X Link @bowtiedstocks 2025-10-07T12:11Z 5391 followers, 8027 engagements

"@elonmusk Just like X payouts"
X Link @bowtiedstocks 2025-10-12T08:41Z 5385 followers, XXX engagements

"$GYG.AX A buyback is only value accretive to shareholders where the share price is below the actual value of the business Otherwise buying back overvalued shares is value destructive and a poor allocation of capital - it is actually seen amongst finance types as a cardinal sin"
X Link @bowtiedstocks 2025-10-09T05:36Z 5403 followers, 6229 engagements

"House prices at 10x or more incomes and $CBA.AX trading at 3x book and 30x earnings And low unemployment Suggests theres a touch of fragility about the Australian economy If you are capable of assessing risk you would understand this And you would position accordingly"
X Link @bowtiedstocks 2025-05-27T23:50Z 5403 followers, 21.3K engagements

"$WOW.AX Woolworths Group - share price has fallen below $XX and people think they are scooping up a bargain I struggle to see it - still priced high relative to earnings (PE over 20x) and where is the growth"
X Link @bowtiedstocks 2024-11-03T09:21Z 5375 followers, 1806 engagements

"We got an issue with the currency 💸 Gold AUD $6300+ / oz"
X Link @bowtiedstocks 2025-10-14T06:19Z 5408 followers, 33.2K engagements

"Its the story of the western world Demographics are very much against us"
X Link @bowtiedstocks 2025-10-07T05:39Z 5390 followers, 3488 engagements

"Who lent this guy $1.8bn to buy downtrodden / third tier pubs at top of market cycle I think it will start with 'private' and end with 'credit'. And of course the ATO too $1.8bn debts on properties that cost $280m 🤣 Just laughable stuff"
X Link @bowtiedstocks 2025-10-04T06:37Z 5403 followers, 18K engagements

"They got an issue with their currency too 💸"
X Link @bowtiedstocks 2025-10-15T23:27Z 5408 followers, 2429 engagements

"We got an issue with the currency 💸 (and the net zero scam)"
X Link @bowtiedstocks 2025-10-15T03:44Z 5409 followers, 13.9K engagements

"Sustainable price growth @ClareONeilMP 🤡🤡🤡"
X Link @bowtiedstocks 2025-10-15T00:57Z 5409 followers, 3111 engagements

"$GYG.AX Guzman Gomez - half yr profit $7.3m total market cap $4.6bn $RFG.AX Retail Food Group - half year profit $7.3m total market cap $131m The markets are efficient and rational places that attract the best and brightest minds every day"
X Link @bowtiedstocks 2025-02-20T22:18Z 5402 followers, 27.9K engagements

"@zoomyzoomm What went down 10%"
X Link @bowtiedstocks 2025-10-11T00:51Z 5403 followers, 6880 engagements

"$REH.AX Reece Group - a global tapware retailer on 30x earnings 😳 Profit down XX% on last year Share price down XX% today This is the ASX - you should be learning how this goes by now Still a Roger Montgomery favorite Im sure"
X Link @bowtiedstocks 2025-08-25T06:14Z 5402 followers, 9873 engagements

"Do people agree with this Interested in views and counter views"
X Link @bowtiedstocks 2025-10-12T11:30Z 5385 followers, 14.1K engagements

"@MamaCranky Port Office - Fridays - Stock Exchange Hotel tended to be my Bermuda Triangle on a Friday evening Belgium Beer Garden was fantastic when it was around too"
X Link @bowtiedstocks 2025-10-12T10:03Z 5385 followers, XXX engagements

"$SGR.AX Star Entertainment Group at XXXXX cents This thing could actually be a zero 🍩"
X Link @bowtiedstocks 2024-11-28T23:53Z 5397 followers, 15K engagements

"Real returns barely breakeven in our largest propadee markets"
X Link @bowtiedstocks 2025-10-12T01:33Z 5403 followers, 5485 engagements

"@Engineers2Rule @DaveOnTheRange This is utter rubbish If youre an Australian tax resident youre taxed in Australia on your foreign sourced income as well as your Australian sourced income"
X Link @bowtiedstocks 2025-10-13T22:17Z 5389 followers, XX engagements

"Robbie Cooke oversaw the destruction of a collective $2bn - $2.5bn of shareholder value While at the helm of Tyro Payments $TYR.AX and Star Entertainment $SGR.AX Is he still regarded as a great CEO"
X Link @bowtiedstocks 2025-08-10T01:40Z 5403 followers, 1571 engagements

"$WOW.AX Woolies was a great buy at $X Had a massive rollout plan of stores across the country Then came liquor and hotels Absolutely great investment early on But this is not what youre getting today despite how much you might reminisce and how badly you might want it"
X Link @bowtiedstocks 2025-08-27T06:42Z 5403 followers, 3935 engagements

"@RonShamgar $DMP.AX Dominos Pizza - defence stock now 😆"
X Link @bowtiedstocks 2025-10-01T01:18Z 5404 followers, XXX engagements

"There are homeless beggars stationed at my local suburban shopping centre now What happened to Australia"
X Link @bowtiedstocks 2025-10-12T02:44Z 5385 followers, 6649 engagements

"How does Qantas still not have Wi-Fi on flights What decade are we living in here Australia apparently one of the wealthiest countries on earth Wi-Fi on flights is too much though $QAN.AX"
X Link @bowtiedstocks 2025-06-13T09:18Z 5403 followers, 23.2K engagements

"5% guaranteed deposits is junk food policy designed by junk food quality politicians 🤡"
X Link @bowtiedstocks 2025-10-02T22:45Z 5402 followers, 15.2K engagements

"We got an issue with the currency 💸"
X Link @bowtiedstocks 2025-10-14T00:00Z 5408 followers, 35.5K engagements

"$CTT.AX Cettire down at 28.5c now People love a hot stock and story and a narrative and often getting sucked into that delivers this sort of outcome cc: $DMP.AX Dominos Pizza 🍕"
X Link @bowtiedstocks 2025-06-17T07:44Z 5404 followers, 1799 engagements

"@DaveOnTheRange In what vehicle will you keep it once you withdraw it"
X Link @bowtiedstocks 2025-10-13T08:39Z 5402 followers, XXX engagements

"Can you see the similarity yet Wheelbarrows of cash for an ounce of gold"
X Link @bowtiedstocks 2025-10-15T05:53Z 5408 followers, 4098 engagements

"If a tree falls in the woods and no ones there to hear it did it really fall down If youre a crypto millionaire and you didnt convert it to cash are you really a millionaire 🤔 Something to ponder on this Sunday afternoon"
X Link @bowtiedstocks 2025-10-12T05:23Z 5393 followers, 4469 engagements

"$DMP.AX Dominos Pizza - I told you it was a joke at $XX And I wasnt wrong - its down at less than half that at $XXXXX now The thing most people need to get a grasp of is basic maths"
X Link @bowtiedstocks 2025-09-18T08:01Z 5403 followers, 8100 engagements

"$DMP.AX Dominos Pizza - who would have thought the COVID lockdown boost would not be extrapolatable into perpetuity And STILL on a PE x XX Youre paying a lot for your pepperoni here 🍕"
X Link @bowtiedstocks 2024-07-18T01:31Z 5404 followers, 27.2K engagements

"Thread of ASX market darlings that havent held up too well the last XX months Anyone heard of the nifty fifty Guess what the price you pay for something matters 🧵 First up $NXT.AX NextDc"
X Link @bowtiedstocks 2025-04-07T09:09Z 5402 followers, 10.8K engagements

"$DMP.AX Dominos Pizza - still hasnt found a floor $XX and still falling Thats what can happen when you pay growth multiples for things that are in actual fact contracting"
X Link @bowtiedstocks 2025-09-29T03:09Z 5404 followers, 4967 engagements

"@berthon_jones A few examples you put in the latter bucket"
X Link @bowtiedstocks 2025-08-28T23:05Z 5391 followers, XXX engagements

"$CBA.AX Commonwealth Bank - the most expensive bank in the world and it isn't growing 🤣 This is all you need to know really"
X Link @bowtiedstocks 2025-02-27T07:37Z 5403 followers, 16.3K engagements

"Its often the case The saying theres nothing new under the sun applies particularly well to the world of finance"
X Link @bowtiedstocks 2025-10-13T11:45Z 5408 followers, 4364 engagements

"First glance at the Govts super tax changes and it looks like some sanity has prevailed: - no tax on unrealised gains - thresholds to be indexed (as expected - people were screaming chicken little over this) XX% tax on earnings for balances $3m XX% for $10m Sensible"
X Link @bowtiedstocks 2025-10-13T03:57Z 5407 followers, 12.4K engagements

"$GYG.AX Guzman Gomez - $14m in profit for $3bn of market cap Do the math on that and its around 214x earnings Plenty to grow into"
X Link @bowtiedstocks 2025-08-21T23:24Z 5403 followers, 44.5K engagements

"@MikeFle25791544 They should raise them anyway the cumulative inflation has destroyed things"
X Link @bowtiedstocks 2025-10-15T08:19Z 5406 followers, XX engagements

"@LadySurfer2000 @GeoffWilsonWAM @puppyeh1 @TaxPawspective thoughts"
X Link @bowtiedstocks 2025-10-15T17:15Z 5405 followers, XX engagements

"The Aussie economy might be in the shitter But if you look at large caps ($AFI.AXs largest holdings here) there are still a good number with exposure outside our domestic economy: $BHP $CSL $RMD $RIO $CAR $WDS $ARB $ALS $BXB $CPU $XRO $JHX The key issue is one of valuation"
X Link @bowtiedstocks 2025-10-04T02:18Z 5407 followers, 2335 engagements

"@Engineers2Rule @DaveOnTheRange Might work if youre happy to live in Vanuatu and not an Australian tax resident"
X Link @bowtiedstocks 2025-10-13T22:00Z 5391 followers, XX engagements

"The difference between the US and Aussie share markets: Whats interesting is that while they both trade on high earnings multiples by historical standards ( 20x) The S&P500 continues to deliver earnings growth whereas ASX200 earnings going backwards"
X Link @bowtiedstocks 2025-10-03T06:28Z 5403 followers, 13.6K engagements

"Its only October in Brisbane and I already feel like Im in the inside of a dishwasher"
X Link @bowtiedstocks 2025-10-12T00:37Z 5385 followers, 7615 engagements