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@southernmacro
"@plebcapital Did the fund manager work in the back office at Macquarie"
X Link @southernmacro 2025-10-15T03:36Z 2099 followers, XX engagements
"Even by their own low standards the amount of utter bs in the Wisetech result is remarkable. $WTC.AX New CEO killing it on the word salad"
X Link @southernmacro 2025-08-27T00:05Z 2098 followers, XXX engagements
"If I didn't know better I would say that $MQG.AX XX years of hiring people with no identifiable skills or charisma is catching up with them"
X Link @southernmacro 2025-09-11T02:10Z 2098 followers, XXX engagements
"Macquarie Bank on Wisetech : We revise FY25/26/27/28E EPS by 3%/-13%/-13%/-6% respectively. Imagine paying 115x for a XX year old legacy software company that is ex growth . with a maniac in charge. $WTC.AX"
X Link @southernmacro 2025-06-27T04:08Z 2098 followers, XXX engagements
"Buying $WTC.AX on 20x EV : Sales for its defensive properties in a global trade slow down"
X Link @southernmacro 2025-04-04T00:15Z 2098 followers, XXX engagements
"Days till Sam Altman on trial for fraud Over / under"
X Link @southernmacro 2025-10-15T10:47Z 2100 followers, XXX engagements
"Phones will be running hot from ECM vultures looking for these block trades $WTC.AX"
X Link @southernmacro 2025-06-19T03:43Z 2098 followers, XXX engagements
"$MQG.AX Dead money for XXX years. Diversity is their strength"
X Link @southernmacro 2025-09-23T00:07Z 2098 followers, XXX engagements
"In X years Wisebag $wtc.ax has returned c5% in the biggest tech bull market in XX years. Now it's getting downgraded by the cheerleading clowns that can't do accounting. c35% of the register is owned by a narcissistic geriatric sex pest and his mates"
X Link @southernmacro 2025-09-04T00:43Z 2098 followers, 1163 engagements