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@valuedrift "Imagine working at this $NLOP grade trash instead of at a $HPP or $VNO location"
X Link @valuedrift 2025-08-26T17:32Z 3417 followers, XXX engagements

"Interesting $SE pulling an $AXON. High valuation is risky"
X Link @valuedrift 2025-10-15T19:15Z 3417 followers, 2080 engagements

"$CAAP trading well now despite bad headlines. Bottom"
X Link @valuedrift 2025-10-09T16:03Z 3415 followers, XXX engagements

"Wow $MKC got really fucked by tariffs. Glad I didn't perma own this one. Buyable again soon"
X Link @valuedrift 2025-09-18T15:56Z 3415 followers, XXX engagements

"Funny Argentina price action after the Trump/Milei meeting. $CAAP $CRESY $GGAL"
X Link @valuedrift 2025-10-14T18:42Z 3417 followers, XXX engagements

"Here is a path no one expects: The trade war topples the current PRC government. However the successor government is ultra nationalist and actually does fight the US in a hot war which the PRC only postured to do"
X Link @valuedrift 2025-10-15T05:10Z 3416 followers, XXX engagements

""Is this hot girl energy" $LULU"
X Link @valuedrift 2025-10-07T20:12Z 3416 followers, 1454 engagements

"Weibo MAUs seem kind of unbelievably high.but $WB is the company actually paying a good dividend"
X Link @valuedrift 2025-09-19T18:49Z 3417 followers, XXX engagements

"Time for $CZR to resume its downward death march"
X Link @valuedrift 2025-09-24T19:31Z 3417 followers, XXX engagements

"Just booked a US domestic flight with $TCOM. They had a good promo code. It just feels so Chinese. Even the app form fill ins are like.Chinese app form fill ins lol"
X Link @valuedrift 2025-09-12T08:10Z 3413 followers, XXX engagements

"$TGT selling $TAP wear. Shitco solidarity"
X Link @valuedrift 2025-10-06T19:50Z 3417 followers, XXX engagements

"Lol is the fear he will lay off $AXON too"
X Link @valuedrift 2025-10-15T18:05Z 3417 followers, XXX engagements

"I don't own enough $CHG:GB"
X Link @valuedrift 2025-06-03T15:44Z 3415 followers, XXX engagements

"Let's keep on buying the Argentina dip. $CAAP $CRESY $BBAR $BMA $GGAL $SUPV"
X Link @valuedrift 2025-08-26T19:52Z 3409 followers, 1815 engagements

"Those who bought the Hikari Tsushin dip. $9435:JP"
X Link @valuedrift 2025-09-18T03:33Z 3417 followers, XXX engagements

"$WM expensive and trading weak Short this shitco"
X Link @valuedrift 2025-10-01T17:16Z 3417 followers, XXX engagements

"@KairosPraxis Nothing tech would meet that for me. Except Nintendo to the extent it could be called technology. It would be $DEO $TAP $JFN:SW $VNO. XX years is kind of beyond the frontier even for a $EVLV. $DJCO probably still fine"
X Link @valuedrift 2025-09-30T18:28Z 3417 followers, XXX engagements

"Could be good to buy $GEO $AXON and $MSI calls if this leads to nationwide martial law and a white terror purge which it could"
X Link @valuedrift 2025-09-10T19:23Z 3416 followers, XXX engagements

"Hilarious only on a Alibaba and Baidu down day can China real economy stocks rally finally"
X Link @valuedrift 2025-10-09T03:43Z 3410 followers, XXX engagements

"Decent drawdown in $AXON. In the past it has always been great and rewarding to buy those"
X Link @valuedrift 2025-10-15T16:16Z 3417 followers, XXX engagements

"$DASH public policy executive tweet obvious AI written"
X Link @valuedrift 2025-10-14T20:28Z 3417 followers, XXX engagements

"$SHAK has to be one of the best shorts right now"
X Link @valuedrift 2025-08-27T16:41Z 3416 followers, XXX engagements

"Nice Got $TCOM"
X Link @valuedrift 2025-09-05T06:04Z 3417 followers, XXX engagements

"Individual stocks sure do though. Short $COST $SKT $BURL $ROST $TJX"
X Link @valuedrift 2025-09-30T17:27Z 3418 followers, XXX engagements

"Bullish $WB it still matters (some)"
X Link @valuedrift 2025-09-21T21:42Z 3417 followers, XXX engagements

"Bullish $HPP and $VNO should be a flood of money coming in and they'll buy real estate in NYC and SF"
X Link @valuedrift 2025-09-19T22:46Z 3416 followers, XXX engagements

"I didn't even know we bought Chinese cooking oil (). So Americans are so fat because they eat Chinese gutter oil"
X Link @valuedrift 2025-10-14T20:34Z 3417 followers, XXX engagements

"Stocks acting well/right IMO: $NESN:SW $TAP"
X Link @valuedrift 2025-10-07T21:38Z 3417 followers, XXX engagements

"The "basic cool girl" bubble burst see $LULU $SBUX. Time for uncool girl stocks $VRA $WW"
X Link @valuedrift 2025-10-15T17:19Z 3417 followers, XXX engagements

"What's the hope of $CSU.TO bulls That today's call will say "sike" on the leadership transition"
X Link @valuedrift 2025-10-01T18:00Z 3417 followers, XXX engagements

"This post seems to allege a seriously fraudulent culture at $CBRE"
X Link @valuedrift 2025-08-29T13:56Z 3416 followers, XXX engagements

"Interesting big $GGAL pump but $CAAP flat. Bought back into $CAAP"
X Link @valuedrift 2025-10-09T18:58Z 3410 followers, XXX engagements

"If the top XX% is so strong per narrative why is $MTN not making new highs"
X Link @valuedrift 2025-09-18T16:27Z 3411 followers, XXX engagements

"Lol admitting the insider share purchase was just to send a signal to the market shares not attractive enough to buyback. $CSU.TO"
X Link @valuedrift 2025-10-01T18:48Z 3417 followers, 1658 engagements

"Top in $DASH IMO"
X Link @valuedrift 2025-09-08T15:49Z 3417 followers, XXX engagements

"Another play - long office. The trash office like $NLOP even. If IT offshoring is banned then IT needs to actually sit in shit offices again. Of course they are too uncool to set foot in a $HPP or $VNO facility. @JohnDoeKnowsGuy"
X Link @valuedrift 2025-09-05T18:26Z 3417 followers, 1188 engagements

"This time is complex because there are multiple big trends or revolutions all at once sometimes interacting sometimes not. AI Trumpism TFR 0ism But such was it always. In the 90s telecom/internet and globalization happened at the same time"
X Link @valuedrift 2025-10-05T17:35Z 3410 followers, XXX engagements

"Now $OMAB trades at similar valuation to $AENA:MC. Which has better prospects"
X Link @valuedrift 2025-08-15T06:27Z 3411 followers, XXX engagements

"Lol the $TCOM site even for US travel looks just so Chinese. I guess it works for Southeast Asia"
X Link @valuedrift 2025-09-11T23:14Z 3417 followers, XXX engagements

"Wtf worst cliffhanger ending ever. $SLG $VNO"
X Link @valuedrift 2025-10-10T18:36Z 3417 followers, XXX engagements

"I think $HAS is a decent short from here. - Arena playerbase churn out (Steam data peaked June 2025). - Spider Man obviously a misstep. - New HQ - Black Lotus price NOT making new highs. - Some fatigue with nerd culture"
X Link @valuedrift 2025-09-09T18:57Z 3417 followers, XXX engagements

"Lol was busy and distracted didn't even see crypto price action"
X Link @valuedrift 2025-10-10T21:46Z 3410 followers, XXX engagements

"$TYL trading very weak Short some to hedge long $DJCO"
X Link @valuedrift 2025-10-01T17:08Z 3409 followers, XXX engagements

"Holding $OMAB through the trade war"
X Link @valuedrift 2025-04-10T23:54Z 3410 followers, XXX engagements

"@John_Hempton Costco. As real economy as it gets no meme potential at all. Previous ability to withstand bad economic conditions no longer the same as customer base is much more down market than before with growth"
X Link @valuedrift 2025-10-15T06:15Z 3417 followers, XXX engagements

"Lies $HSY is made in $OMAB land now"
X Link @valuedrift 2025-08-10T20:36Z 3411 followers, XXX engagements

"TFW you are long $TAP and you overhear one flight attendant saying to the other "I don't drink beer as much as I used to.""
X Link @valuedrift 2025-10-07T23:06Z 3417 followers, XXX engagements

"Fucking ridiculous $TJX hitting new highs. Yet it's too strong to short yet"
X Link @valuedrift 2025-10-01T17:39Z 3417 followers, XXX engagements

"Seems IT outsourcers finally found a strong bid on H1B rule changes Also potentially on Chat GPT X disappointment $DAVA $EPAM $GLOB"
X Link @valuedrift 2025-08-13T17:02Z 3411 followers, XXX engagements

"Usually these kinds of "I finally sold I'm so relieved" posts mark a bottom. $AMH $INVH"
X Link @valuedrift 2025-09-04T20:21Z 3418 followers, XXX engagements

"Short $HAS Magic Arena has peaked"
X Link @valuedrift 2025-09-23T18:50Z 3416 followers, XXX engagements

"TFW the $XX billion US bailout didn't put in a bottom. $CAAP $CRESY $GGAL"
X Link @valuedrift 2025-10-01T17:26Z 3410 followers, XXX engagements

"$FND and $WSM seem obvious shorts here"
X Link @valuedrift 2025-09-26T14:12Z 3412 followers, XXX engagements

"Narrative violation - Alibaba and Baidu DOWN in Hong Kong on this"
X Link @valuedrift 2025-10-10T05:12Z 3418 followers, XXX engagements

"Bullish $TAP"
X Link @valuedrift 2025-09-24T04:17Z 3417 followers, 1383 engagements

"Seems the $CAAP selling may have exhausted itself Was relatively strong today"
X Link @valuedrift 2025-10-07T20:16Z 3417 followers, XXX engagements

"@Ryan2Rogan Yes also $TYL sucks"
X Link @valuedrift 2025-10-07T15:19Z 3417 followers, XX engagements

"After all why shouldn't my whole portfolio be Swiss and Japanese stocks given low CHF and JPY margin rates"
X Link @valuedrift 2025-10-15T14:27Z 3417 followers, XXX engagements

"@vanckzhu Maybe we zombie from $X to $X forever yes. I let Hikari Tsushin do that for me. As well as $ORR"
X Link @valuedrift 2025-09-25T06:25Z 3417 followers, XXX engagements