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@MoatlessCapital "Invest in companies that are busy hiding profitability not in companies that are cutting 401k matching to make quarterly numbers"
X Link @MoatlessCapital 2025-09-15T03:47Z 5633 followers, 69.6K engagements

"Hilariously the source of the original rumor (a WeChat article written by an account called Overseas Mining Investment "") has been deleted for violating Terms of Service of WeChat"
X Link @MoatlessCapital 2025-10-13T09:13Z 5633 followers, XXX engagements

"With $SHW cutting 401k contributions (the last X times were during GFC/Covid - truly extraordinary circumstances) this time in less 'crazy' circumstances I am less sure about $SHW being the $ORLY of paint"
X Link @MoatlessCapital 2025-09-15T03:57Z 5633 followers, 5728 engagements

"At what point is $AXTA and $PPG the $AAP of paint With $SHW obviously being the $ORLY"
X Link @MoatlessCapital 2025-07-22T03:52Z 5635 followers, 6958 engagements

"There is a rumor floating around in the Chinese press - it has been floating around for a couple of days. So no it's not in the press. The length people will go on this platform to get clicks"
X Link @MoatlessCapital 2025-10-10T04:56Z 5632 followers, 2811 engagements

"The amount of motivated reasoning and fake news here is quite astonishing especially for people who claim to be experts. The hilarity is how the claims of a WeChat account gets sent around Twitter and then gets recycled back into WeChat"
X Link @MoatlessCapital 2025-10-13T09:06Z 5632 followers, XXX engagements

"Alex what is the market share of Chinese lab grown diamonds used in the US to make drill bits for oil and gas production"
X Link @MoatlessCapital 2025-10-09T13:16Z 5633 followers, 6900 engagements

"Oh I suppose one thing to note is that Same Store RevPar of -XXX% at $ATAT (-4.3% total companywide) is vastly superior to the atrocious -X% at $HTHT. For all the "I own $HTHT already" enjoy00o0rs"
X Link @MoatlessCapital 2025-08-26T17:50Z 5633 followers, XXX engagements

"Americans are about to find out how grifting and grafting actually worked in China prior to 2012"
X Link @MoatlessCapital 2025-10-12T11:33Z 5636 followers, 905.3K engagements