[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@ArenaManCapital "2025 Q1: XXXX% 2024: XXXX% (mistake in last Q calc) $TOI.V $CSU.TO $PNP.TO $ENGH.TO $SGN.WA $ACP.WA $ASE.WA $CHG.DE $JDG.L $GLV.L $MGPI $PDD $TBRG $2360.HK $9961.HK $BN $LMN.V $QIS.V Personally I'm having trouble finding conviction outside of the bearded"
X Link @ArenaManCapital 2025-04-01T04:04Z 1836 followers, 40.8K engagements

"@BerkelKip Never got the chance to buy at a good valuation before I knew something about it. Those shares were from owning $CSU.TO that I just never touched"
X Link @ArenaManCapital 2025-10-04T05:25Z 1837 followers, XXX engagements

"$CSU.TO Constellation Software organizing a call to discuss the impact on AI on Sept XX at X AM ET"
X Link @ArenaManCapital 2025-09-16T15:40Z 1837 followers, 5200 engagements

"$TOI.V Topicus seems to be expanding geographies pretty rapidly including in the $CSU.TO heartland (and my home town) of Toronto"
X Link @ArenaManCapital 2025-09-18T11:55Z 1837 followers, 7394 engagements

"@Tintincapital Amber Bar downstairs is pretty nice. A lot of whiskies very cheap. I used to go every year and drink XX drams over a few hours. Would argue $DGE.L has some of the most legendary names but have not been good stewards compared to Beam Suntory $MC.PA et al"
X Link @ArenaManCapital 2025-09-29T14:09Z 1837 followers, XXX engagements

"2025 YTD: XXXX% 2024: XXXX% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow"
X Link @ArenaManCapital 2025-10-02T08:58Z 1836 followers, 12.1K engagements

"@stonkmetal @CJ0pp3l @wusatiuk They report 1265 in EBITDA in the 2024 report. They also report 1040 in EBIT so I assume the gap is from the "DA""
X Link @ArenaManCapital 2025-09-22T07:35Z 1837 followers, XXX engagements

"There was a time when $NVDA was less desirable to work for than $DBX and $BOX. Dropbox's free cafeteria had a Michelin Star in 2016. By contrast $NVDA always made employees chip in"
X Link @ArenaManCapital 2025-10-07T13:51Z 1836 followers, 2383 engagements

"Some ratings et al. Surprisingly higher rated than 2021 by Decanter. For those who aren't familiar with the brand the history behind the brand is pretty cool:"
X Link @ArenaManCapital 2025-08-13T01:49Z 1837 followers, XXX engagements

"Maybe an uncommon opinion but I've seen $DGE.L Diageo release subpar spirit in special editions and dilute the brand equity of some of the most incredible storied names. In the long term I don't think they are like $MC.PA LVMH in that they are not good stewards"
X Link @ArenaManCapital 2025-08-27T15:12Z 1837 followers, 1511 engagements

"2024 Q1 Portfolio: $DHR $2368.HK $KPG.AX $2360.HK $1523.HK $3600.HK $0833.HK $0941.HK $CHG.DE $CSU.TO $SGN.WA $VTY.L $CRN.L $TEQ.ST $LIFCO-B.ST Cut/trimmed: $883.HK $TOI.V Added: $2360.HK $1523.HK Q1 2024 Performance: 17.88%"
X Link @ArenaManCapital 2024-03-30T08:20Z 1837 followers, 23.7K engagements

"My feelings on $CSU.TO price action"
X Link @ArenaManCapital 2025-09-22T16:51Z 1837 followers, 5595 engagements

"@puppyeh1 $MC.PA wine brands got that resort on lockdown"
X Link @ArenaManCapital 2025-10-08T05:28Z 1837 followers, XXX engagements

"$CSU.TO Another conference call to discuss the leadership transition"
X Link @ArenaManCapital 2025-09-26T22:40Z 1836 followers, 22.9K engagements

"@taobanker Lot of supply came online. The rumour is Diageo's new Bulleit distillery is engaging in CM as they don't use all of their own capacity. Bardstown Distillery Whisky House of Kentucky etc. all new CM capacity"
X Link @ArenaManCapital 2025-10-09T18:30Z 1837 followers, XXX engagements

"@realLigerCub Notebook + pen La Marzocco Linea espresso machine + Panamanian geisha beans custom built desktop for ML Peloton Tread+ to clear the head and a good rain shower head in the washroom to mull over thesis"
X Link @ArenaManCapital 2025-07-20T01:38Z 1836 followers, 2614 engagements

"You have to wonder what $WISE.L CEO Kristo Krmann thinks when he sees the customer growth of Revolut. Wise is 1st graph Revolut is 2nd. The real losers in this race feel like legacy banks. Personally I would like Canada's big X awful banks to be "disrupted""
X Link @ArenaManCapital 2024-07-28T02:46Z 1838 followers, 5465 engagements

"NGL the coffee game at HK McDonald's is way better than it has any right to be. La Marzocco machine (the Ferrari of espresso machines) great latte art decent glass and by large chain standards decent beans. Whole meal is less than a decent latte somewhere else"
X Link @ArenaManCapital 2025-09-25T02:35Z 1836 followers, 2451 engagements

"@longriver_hk @investingichina $DGE.L used to make Bulleit rye entirely from $MGPI and only opened their own distillery in 2021. That's one of the largest spirits in the world with deep pockets many distilleries deepest expertise etc"
X Link @ArenaManCapital 2025-01-20T05:56Z 1836 followers, XXX engagements

"@simonseverino No Japanese names X HK names. $2360.HK is a bet on management's proven excellence in low cost merchandising especially in wine. $9961.HK is a bet on an OTA's ability to build value in intangibles (brand/IP)"
X Link @ArenaManCapital 2025-04-01T05:16Z 1836 followers, XXX engagements