@PronkDaniel Daniel PronkDaniel Pronk appears to be enthusiastic about certain stocks, including $csu.to, $bn, and $meli. He has been sharing his insights and analysis on these stocks, highlighting their growth potential and strong management teams. Recently, he has been adding to his position in $csu.to, indicating his confidence in the company's prospects.
Social category influence stocks 34.82% finance 27.68% technology brands 22.32% countries 0.89% celebrities 0.89% social networks 0.89% automotive brands 0.89%
Social topic influence ai 13.39%, business 10.71%, stocks 9.82%, $bam #7, $bn #12, growth 8.04%, in the 7.14%, $amzn 6.25%, $csuto 5.36%, $csu #31
Top accounts mentioned or mentioned by @thewiseic @widemoatczar @capexandchill @drewcohenmoney @lazaroinvestor @divgrojourney @bullishbets0 @stevewps @ahmedinvests @joecarlsonshow @qualityinvest5 @newcomerinvest @findleysfinance @jodoughs @financejack44 @rintu1232000 @themoatfreak @geekdomz @garbage27442 @iamvinod99
Top assets mentioned Brookfield Asset Management Inc (BAM) Brookfield Corporation (BN) Amazon.com, Inc. (AMZN) MercadoLibre Inc (MELI) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Intuit Inc. (INTU) Adobe, Inc. (ADBE) Metadium (META) Roper Technologies Inc (ROP) Atlassian Corporation PLC (TEAM) Mastercard, Inc. (MA) Autodesk Inc (ADSK) Salesforce Inc (CRM) Now Coin (NOW) Netflix Inc (NFLX) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Cameco Corporation (CCJ) Construction Partners, Inc. Class A Common Stock (ROAD) Walmart, Inc. (WMT) PayPal Holdings Inc (PYPL)
Top posts by engagements in the last [--] hours
"The charts I've been sharing are now available on Stock Unlock You can now see a stock's valuation and fundamental score today and throughout history. Here's an example on $GOOG. You can try it out now"
X Link 2026-02-12T00:34Z 15.8K followers, [----] engagements
"$NFLX valuation is starting to become interesting at the same time as fundamentals are remaining healthy. Assuming AI doesn't disrupt all content creation of course"
X Link 2026-02-12T16:53Z 15.8K followers, 14.1K engagements
"So wait. Claude has seat based pricing Does this mean they're disrupting themselves too"
X Link 2026-02-12T20:11Z 15.8K followers, 28.9K engagements
"$BN is my largest position by far and it just reported its earnings. I just posted a video sharing my thoughts expectations and what I'm doing now: https://youtu.be/klfKw2DKy0o https://youtu.be/klfKw2DKy0o"
X Link 2026-02-12T22:55Z 15.8K followers, [----] engagements
"$CLBT is a stock I've been following for a while. It's in the cyber crime investigation market and projecting 20% revenue growth. EV/FCF is now [--] as well. The valuation is getting very interesting. (Stock Unlock agrees)"
X Link 2026-02-13T16:32Z 15.8K followers, [----] engagements
"This business is trading for 10X earnings. There's absolute steals in the international markets. Hint:"
X Link 2025-07-23T15:02Z 15.8K followers, 34.5K engagements
"Casual $80B deal between $BN $CCJ and the U.S Government this morning. I will continue to bang the drum that Brookfield is one of the best positioned companies in the world to capitalize on the build out of AI infrastructure"
X Link 2025-10-28T15:39Z 15.8K followers, 15.7K engagements
"This is a crazy thought but hear me out. What if $CSU.TO actually benefits from AI"
X Link 2025-11-11T17:46Z 15.8K followers, 16.9K engagements
"The more I invest the more I find myself attracted to simple ideas. My [--] largest positions are companies that: - Own & operate the backbone of the economy - Buys & fixes beaten down apartment buildings - Maintains critical plants across Australia It doesn't need to be sexy"
X Link 2025-12-08T18:37Z 15.6K followers, [----] engagements
"One business that highlights how boring can outperform is $ROAD. It maintains and builds roads. That's the business. And it's up 800% since 2018"
X Link 2025-12-08T18:39Z 15.6K followers, [----] engagements
"What are some of your best stock ideas for [----] I'd love to take a look and cover some in an upcoming video"
X Link 2026-01-07T21:00Z 15.8K followers, 28K engagements
"2 DCFs on $CSU.TO: First shows that if CSU can grow FCF by 15% and trade for a [--] P/FCF then it could produce a 20% CAGR. Second shows that 10% FCF growth and a [--] P/FCF produces an 11% CAGR. There's not a lot of expectations being priced in anymore"
X Link 2026-01-20T18:37Z 15.6K followers, 24.9K engagements
"It feels like almost every stock I own has become a battleground stock since about August of last year. $GSY.TO $CSU.TO $TOI.V $VHI.TO $VITB.ST $MEQ.TO $TEA.AX All of these are in meaningful corrections while I believe fundamentals continue to grow"
X Link 2026-01-21T19:18Z 15.6K followers, [----] engagements
"$ROP is down 12% today after reporting earnings and is dragging $CSU down with it. However ROP's application software segment (most similar to CSU) had a great quarter"
X Link 2026-01-27T19:33Z 15.6K followers, 18.4K engagements
"A quick DCF on $MSFT: If it can continue to grow OCF by 15% and trade for a [--] P/OCF then the stock could produce a 16% CAGR from here. I think these are very realistic numbers too"
X Link 2026-01-29T17:29Z 15.6K followers, 43.8K engagements
"$BAM was up yesterday because of the $PKST acquisition. But it's also down today because of the PKST acquisition. AI is going to disrupt everything though"
X Link 2026-02-03T17:38Z 15.8K followers, [----] engagements
"@BullishBets0 No I don't think so. $BAM is still 25X DE with 17% annual projected growth. $BN is 18X DE with 25% projected growth. BN is cheaper and growing faster"
X Link 2026-02-03T19:40Z 15.8K followers, [---] engagements
"It seems investors are so worried about AI disruption that they're rotating into things like $WMT at 44X earnings. Leave what's down to enter something more risky seems to be the play today"
X Link 2026-02-03T19:54Z 15.7K followers, [----] engagements
"Going through $PYPL's earnings and noticed they only discuss EPS and not the actual earnings figure. Thought this was weird so I looked at the income statement. Earnings declined YoY and EPS is only up due to buybacks. That's not clear anywhere in the PR"
X Link 2026-02-03T20:12Z 15.6K followers, 42.6K engagements
"@banana_capital_ Non-GAAP works better for PYPL since it removes unrealized gains on investments and a one-time tax benefit. it's a better reflection of the business's actual profits"
X Link 2026-02-03T22:10Z 15.7K followers, [----] engagements
"$PYPL saying it'll do $6B in buybacks while guiding for 0% EPS growth tells you net income is projected to decline. Not ideal"
X Link 2026-02-03T22:18Z 15.6K followers, 27.4K engagements
"@TheWiseIC @BullishBets0 Yep I still own $GSY.TO and have nibbled in the $120s. Next earnings will be interesting. They usually give guidance with the Q4 report"
X Link 2026-02-03T23:01Z 15.8K followers, [---] engagements
"Many stocks are trading like they're already being disrupted by AI. Or in other words as if AI has already won. The last time I saw something like this was when people believed OpenAI won against $GOOG"
X Link 2026-02-04T03:17Z 15.8K followers, 20.5K engagements
"Question about $BAM: It's reported that its annualized carried interest is now $1.2B. This assumes that its targets are met on existing funds. Should you add this value to current earnings to get a better view of how the business is being valued"
X Link 2026-02-04T16:21Z 15.8K followers, [----] engagements
"This isn't guaranteed earnings so it would increase risk of you being wrong. But assuming $BAM meets all is targets then this would be the annual earnings value on realized carried interest - which is lumpy and will mostly be delayed"
X Link 2026-02-04T16:21Z 15.8K followers, [----] engagements
"If $BAM can meet its targets and grow DE by 17% annually and maintain a [--] P/DE: Then the stock could compound by 16% annually from here. This also does not factor in realized carry which should become meaningful over time. Not bad"
X Link 2026-02-04T17:45Z 15.8K followers, [----] engagements
"$NOW's valuation score on Stock Unlock is starting to look very interesting. These charts and scores will be launched next week"
X Link 2026-02-04T20:36Z 15.7K followers, [----] engagements
"$CSU.TO / $CSU valuation chart on Stock Unlock. I've been waiting a long time for the valuation to get attractive again and it's finally happened"
X Link 2026-02-04T20:44Z 15.6K followers, 12K engagements
"$MSFT is now below its P/OCF multiple during the [----] correction and during the [----] crash. It's really starting to look interesting"
X Link 2026-02-05T16:08Z 15.8K followers, 22.1K engagements
"$BAM Fee Related Earnings are accelerating - which is exactly what they said would happen. Margins are at all time highs and they expect the acceleration to continue in [----]. Solid"
X Link 2026-02-05T17:07Z 15.8K followers, [----] engagements
"The tech sector has seen a huge sell off. So we made a free screen of all the top-rated tech stocks on Stock Unlock. You can see the list in the comments"
X Link 2026-02-05T17:40Z 15.8K followers, [----] engagements
"It's starting to get very challenging to know where to deploy cash. That's a good sign"
X Link 2026-02-05T22:35Z 15.7K followers, 25.7K engagements
"$AMZN AWS and advertising growth are clearly reaccelerating and people are worried about capex Haven't the hyperscalers proved capex is paying off"
X Link 2026-02-05T22:38Z 15.8K followers, 14.5K engagements
"Just [--] months ago stocks would skyrocket on announcing they're working with OpenAI. Now they tank on the same news. That should tell you everything you need to know about short-term price action"
X Link 2026-02-05T22:41Z 15.8K followers, [----] engagements
"$AMZN is down 10% after earnings. In this video I share my thoughts and what I'm doing with my position now: https://youtu.be/OLLhwiT-fMg https://youtu.be/OLLhwiT-fMg"
X Link 2026-02-05T23:30Z 15.8K followers, [----] engagements
"@SteveWps Yeah it's strange. $TEAM just posted great results and it dropped 9%. It was already 18X FCF and just posted 20%+ growth. The market is in sell anything mode"
X Link 2026-02-05T23:40Z 15.6K followers, [---] engagements
"$MELI is selling off today because it's seen as the $AMZN of LATAM. But AMZN is selling off due to AWS capex spend. And MELI doesn't have a cloud division. But the market is also efficient"
X Link 2026-02-06T22:04Z 15.8K followers, 29.7K engagements
"Here's the link to the video where I discussed my reasoning: https://youtu.be/FkAWDCk--aAt=264 https://youtu.be/FkAWDCk--aAt=264"
X Link 2026-02-06T23:06Z 15.8K followers, [----] engagements
"@CapexAndChill I heard $MELI might announce $250B in capex now 🤣"
X Link 2026-02-06T23:06Z 15.8K followers, [----] engagements
"$GSY.TO growth rates are probably going to accelerate in [----]. This is because the YoY interest rate cap headwinds will mostly be gone. Growth will more closely match the loan book growth again (which was 24% last Q)"
X Link 2026-02-07T22:32Z 15.8K followers, [----] engagements
"@WideMoatCzar Agree entirely. They're being conservative but still growing the loan book well above 20%. Imagine when they decide to put the pedal down again"
X Link 2026-02-08T06:53Z 15.6K followers, [---] engagements
"$AMZN is once again trading for a great price. Its valuation score on Stock Unlock also looks good again. (Last time it was this good was April of 2025). /Long"
X Link 2026-02-09T16:12Z 15.8K followers, 10.3K engagements
"@returnoncap This simply doesn't make any logical sense. I don't get it"
X Link 2026-02-09T17:23Z 15.6K followers, [----] engagements
"- Vitec is using the same AI tools that everyone has access to - The thought of VMS companies rolling over is silly - VMS providers have customer relationships trust and data to leverage AI and add value - They're not seeing the risks materialize in their business"
X Link 2026-02-10T16:48Z 15.7K followers, [----] engagements
"- AI so far is increasing revenue more than cutting costs. - Vitec reported 8% YoY organic growth which was an acceleration - The numbers and CEO suggest AI is a tailwind for growth"
X Link 2026-02-10T16:48Z 15.8K followers, [----] engagements
"@JoDoughS Same here. I am giga-long $BN"
X Link 2026-02-10T17:20Z 15.8K followers, [---] engagements
"@Ahmedinvests @FinanceJack44 I think you can see that $MA was overvalued in [----] / [----]. Fundamentals have now grown faster than the stock price which has led to it getting cheaper. Past returns aren't a good indicator of future returns. Same story goes for $AMZN and $MELI right now"
X Link 2026-02-12T16:50Z 15.8K followers, [---] engagements
"@rintu1232000 It doesn't work 100% for every stock right now. It's using FCF on META and not OCF. We're still improving"
X Link 2026-02-12T20:08Z 15.8K followers, [--] engagements
"@StockMarketNerd Trains will be next"
X Link 2026-02-12T20:12Z 15.8K followers, [----] engagements
"@DrewCohenMoney I've been thinking about this and it seems investors believe the bull case when the stock is rising and the bear case when the stock is falling. It's very interesting"
X Link 2026-02-12T21:53Z 15.8K followers, [----] engagements
"Yeah I used to be a photographer pre-covid and had a real estate photography business. Now I think about how much I could use AI to do the editing etc. Eventually AI will just do it all for you though. You could probably use a phone camera and ask for a professional version of the photo. Idk. It's going to get weird. https://twitter.com/i/web/status/2022077397982740652 https://twitter.com/i/web/status/2022077397982740652"
X Link 2026-02-12T22:36Z 15.8K followers, [--] engagements
"@_SeanDavid Why haven't they built their own. Amateurs"
X Link 2026-02-13T04:38Z 15.8K followers, [----] engagements
"@LazaroInvestor A lot of people are telling me they didn't like the Q4 numbers"
X Link 2026-02-13T16:11Z 15.8K followers, [----] engagements
"@themoatfreak @LazaroInvestor Bingo. I warned my audience that Q4 had some very challenging numbers to beat from last year. Business is still compounding"
X Link 2026-02-13T16:38Z 15.8K followers, [---] engagements
"@GeekDomz I've commented on it. Check his comments"
X Link 2026-02-13T17:01Z 15.8K followers, [--] engagements
"@garbage27442 @iam_vinod99 @joecarlsonshow @bjmtweets $MELI operates across many geographies in LATAM and has an ecommerce advertising fintech and lending business. It's actually very diversified"
X Link 2026-02-13T21:14Z 15.8K followers, [---] engagements
"@mister_theta @DanielCDrolet I'm not buying just sharing that it's worth looking into"
X Link 2026-02-14T00:06Z 15.8K followers, [--] engagements
"Is software truly doomed My thoughts on the continued software sell off: [--]. I don't think anyone knows truly what the software landscape will look like in [--] years. There's more uncertainty and risk in this space as a whole. [--]. Software stocks were selling for all time high multiples right before AI fears began. They were priced for perfection and absolute certainty. [--]. It's clear that AI is rapidly improving and making writing code more of a commodity. Building software and features is getting cheaper and more rapid. [--]. Almost every software stock deserves to be down due to the increased"
X Link 2026-01-16T18:00Z 15.8K followers, 54.4K engagements
"$TOI.V is now at 17X FCF based on my estimates. That's an almost 6% FCF yield on a business growing 20%+ with some of the highest-quality leadership out there. The selling is getting indiscriminate imo"
X Link 2026-02-03T19:48Z 15.8K followers, 25.7K engagements
"Overall Vitec's quarter gives us a good look into the VMS space and AI disruption risk. The CEO reports that the business: - Isn't seeing AI risks materialize - Customers don't want change - Customers aren't building their own software - Customers are going to Vitec to build AI features - Churn is still low - Revenue is at an all time high and accelerating - Organic growth is accelerating - AI is providing revenue tailwinds - Experimenting with value-based pricing I think this applies to all VMS like $CSU $TOI $LMN etc"
X Link 2026-02-10T16:48Z 15.8K followers, [----] engagements
"So $BAM quietly increased its 5-yr annual earnings guidance to 20%. It's looking like it's offering a lot of value today"
X Link 2026-02-10T17:13Z 15.8K followers, [----] engagements
"@patientinvestor you might find value in this thread"
X Link 2026-02-11T04:27Z 15.8K followers, [----] engagements
"$AMZN valuation score is now back to being very undervalued on Stock Unlock. What do you think Also these charts are now live"
X Link 2026-02-12T00:36Z 15.8K followers, 12.5K engagements
"I genuinely think this is a net negative for society. I wish we could put this genie back in the bottle. 🔥🚨BREAKING: Hollywood has officially started panicking after Deadpool & Wolverine writer Rhett Reese reacted to viral AI video of Tom Cruise and Brad Pitt fighting over Jeffrey Epstein. Reese: I hate to say it. Its likely over for us. https://t.co/uvCR8mqVRX 🔥🚨BREAKING: Hollywood has officially started panicking after Deadpool & Wolverine writer Rhett Reese reacted to viral AI video of Tom Cruise and Brad Pitt fighting over Jeffrey Epstein. Reese: I hate to say it. Its likely over for"
X Link 2026-02-12T00:53Z 15.8K followers, 14.9K engagements
"@Trader_Keith $BAM is accelerating and expected to continue doing so in [----]. WS is expected to have (at minimum) another 20% growth year. Realized carry is expected to ramp in the second half of [----]. We might see some bonkers numbers by Q4 2026"
X Link 2026-02-13T16:35Z 15.8K followers, [----] engagements
"@iam_vinod99 @joecarlsonshow @bjmtweets once told me that putting MORE money into a stock like $BN or $MELI could actually increase my portfolio's diversification due to how diversified these businesses are. I think about that often"
X Link 2026-02-13T19:19Z 15.8K followers, [---] engagements
"@Vanhove_Pieter @QualityInvest5 He likes a margin of safety for sure but that doesn't mean he doesn't buy growth. Berkshire bought AMZN at seemingly high prices and Buffett said it was still value investing"
X Link 2026-02-15T17:26Z 15.8K followers, [--] engagements
"While software stocks continue crashing some of the actual businesses continue compounding. $CSU $CSU buys a Colombian firm Suplos that provides a digital ecosystem that automates the entire sourcing cycle from budget to payment through solutions that integrate artificial intelligence advanced analytics and consultative support. $CSU 12th investment in LatAm https://t.co/BxeeMLRvEL $CSU buys a Colombian firm Suplos that provides a digital ecosystem that automates the entire sourcing cycle from budget to payment through solutions that integrate artificial intelligence advanced analytics and"
X Link 2026-02-12T16:58Z 15.8K followers, [----] engagements
"Here are the highest scored stocks in the $IGV software ETF. They could be a good hunting ground. $APP $ADBE $QLYS $MSFT $PEGA $ADSK $INTU $DSGX $APPF"
X Link 2026-02-12T21:00Z 15.8K followers, [----] engagements
"I ranked the AI-disruptability risk of the top software stocks in my last video. What are your thoughts $CSU.TO $TEAM $WDAY $SNOW $PANW $CRWD $DDOG $DT $ADSK $NOW $ROP $ADBE $MNDY $CRM $INTU $DUOL $WIX $DOCU"
X Link 2026-01-26T15:41Z 15.8K followers, 60.7K engagements
"I am doubling down on stocks I own that have seen steep sell offs while fundamentals are at all time highs and continue to grow. Looking back on 2025/2026 will be very interesting either way. $TEA.AX is a perfect example"
X Link 2026-02-05T00:12Z 15.8K followers, [----] engagements
"Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI Here's some screenshots from the call:"
X Link 2026-02-10T16:48Z 15.8K followers, 23.4K engagements
"I'm mentally preparing for $BN to report great results tomorrow and for the stock to be down 10%. That's just the theme right now"
X Link 2026-02-11T17:29Z 15.8K followers, 13K engagements
"$MA really has some of the most ridiculous fundamentals I've ever seen. It's not looking expensive here either"
X Link 2026-02-12T15:32Z 15.8K followers, 16K engagements
"$APP's valuation is surprisingly looking good here. Its fundamentals are also insane with over 60% FCF margins. I might have to dig into this one too"
X Link 2026-02-13T16:37Z 15.8K followers, 10.2K engagements
"$BN reported flat YoY numbers for Q4 due to a very tough Q4 [--] comparison. I'm seeing lots of investors unhappy about this. However $BN just told us that: - $BAM is accelerating and will continue to do so - WS is projected to grow 20% next year minimum - Realized carry is expected to start ramping in H2 [--] The Q4 [--] numbers could be bonkers if this is all true. Also the operational profits of the business grew 11% for the FY and compounding is continuing. This is a business where you need to zoom out and let compounding do its thing. https://twitter.com/i/web/status/2022352084558057650"
X Link 2026-02-13T16:48Z 15.8K followers, [----] engagements
"@joecarlsonshow I feel this exact same way but about $BN lol. If I had simply just full-ported BN I'd have done so much better and outperformed"
X Link 2026-02-13T18:19Z 15.8K followers, [----] engagements
"Ironically even Buffett argued that growth and value investing were the same thing. It's all investing. Growth plays a huge role in value. Sometimes positive sometimes negative (if growth loses you more money). He said any analyst who tries to say the two are different is displaying their ignorance and not intelligence. I agree. https://twitter.com/i/web/status/2022912531644178503 https://twitter.com/i/web/status/2022912531644178503"
X Link 2026-02-15T05:55Z 15.8K followers, [----] engagements
"@DrewCohenMoney has got to be one of the best channels on YouTube right now. Absolutely under-followed"
X Link 2026-02-15T21:44Z 15.8K followers, 17.1K engagements
"I don't think ROP's earnings are a reflection of what's to come for CSU. CSU is clearly the superior operator and ROP's VMS segment saw strong growth. I don't think the selling today makes much sense"
X Link 2026-01-27T19:33Z 15.6K followers, [----] engagements
"RT @icemancapital: thread on expert network call with Valsoft exec (created by gemini) 1/10 Is the "Constellation Software" $CSU.TO model"
X Link 2026-01-27T20:23Z 15.4K followers, [--] engagements
"@TheShortBear Long term I think this is LATAM's first $1T company"
X Link 2026-01-27T22:12Z 15.5K followers, [----] engagements
"One of the most attractive parts of $ASML is its Installed Based Management Revenue. This is recurring revenue that grows with every new machine shipped which is attractive for a more cyclical business. It's up 26% YoY too"
X Link 2026-01-28T15:36Z 15.6K followers, 12.6K engagements
"I just bought more $META. This video explains why. https://youtu.be/kgsbo09tXeA https://youtu.be/kgsbo09tXeA"
X Link 2026-01-28T23:26Z 15.6K followers, [----] engagements
"$META is projecting revenue growth to accelerate to 30% next quarter. OCF also just grew 28% in Q4. I think its capex investments are clearly paying off"
X Link 2026-01-28T23:27Z 15.6K followers, 15.4K engagements
"@TheWiseIC I think it is too. If $META can continue growing OCF by at least 15% and trade for 17X OCF then its fair value is $1100 today"
X Link 2026-01-28T23:30Z 15.4K followers, [---] engagements
"$NOW is trading for its lowest P/FCF ever. I thought earnings were pretty good and it's expecting 20% revenue growth next year. 30X FCF still isn't necessarily cheap though"
X Link 2026-01-28T23:33Z 15.6K followers, 23.6K engagements
"@TheWiseIC @DivGrojourney is trading closer to 7X earnings you're correct. I think the fears are overblown too. It's a well managed business. I focus on the loan book growth (20%+ still). Margins will be volatile always have been http://GSY.TO http://GSY.TO"
X Link 2026-01-29T16:32Z 15.4K followers, [----] engagements
"@NuggetCapital @TheWiseIC @DivGrojourney - Use non-GAAP earnings - Loan losses aren't soaring - Loan losses are up but still within guided ranges and in line with historical average levels - Look at the loan book growth"
X Link 2026-01-29T17:56Z 15.4K followers, [---] engagements
"@FusionCapitalHQ RPO isn't a metric I really even look at. Revenue and profits are way up. OCF is up 60%"
X Link 2026-01-29T18:05Z 15.4K followers, [----] engagements
"@ReneSellmann Oh I agree it could go lower. The selling doesn't seem to care about valuation or fundamentals anymore. People just want out of software"
X Link 2026-02-03T20:41Z 15.5K followers, [----] engagements
"@DivGrojourney I knew I should have looked into this one on all the trucking fears. Well done"
X Link 2026-02-03T21:19Z 15.6K followers, [----] engagements
"Here's my analysis on $PYPL's earnings and why the stock is down 20%: https://youtu.be/9DRBLkEBAEQ https://youtu.be/9DRBLkEBAEQ"
X Link 2026-02-03T22:11Z 15.6K followers, [----] engagements
"Here's my analysis of $PYPL's earnings why the stock is down 20% and if it's looking cheap now: https://youtu.be/9DRBLkEBAEQ https://youtu.be/9DRBLkEBAEQ"
X Link 2026-02-03T22:11Z 15.6K followers, [----] engagements
"@bigpoppastonk It'll be launched next week on desktop then will go to the app shortly after"
X Link 2026-02-04T20:47Z 15.6K followers, [---] engagements
"@TheWiseIC My personal opinion is that AVs could potentially lower the cost per ride dramatically as I believe AVs will become normal long term and be preferred. I also think Google could easily add in a "call waymo" button to maps. I'd use it. So idk how UBER plays out long term"
X Link 2026-02-05T03:11Z 15.6K followers, [---] engagements
"@WarwickSimons @BarrySchwartzBW @MoS_Investing Makes no sense. If $CSU is getting 15%+ returns on capital then the stock would have to be 7X FCF before buybacks start to be worth it. That's the whole reason they've never bought back and probably never will. Buying back at even 15X FCF is a waste of money"
X Link 2026-02-05T03:18Z 15.6K followers, [---] engagements
"@Alexblomblom Dividend yield on $CU.TO is higher and I was focusing on increasing my dividend income"
X Link 2022-04-12T17:24Z 15.8K followers, [--] engagements
"@ripinupwax @firus04 I own and $CU.TO. The latter isn't obvious in the financials because they sold off coal assets in previous years. This caused metrics to drop but now they're coming back strong. http://CPX.TO http://CPX.TO"
X Link 2023-02-12T15:48Z 15.8K followers, [--] engagements
"I've found so many interesting Japanese stocks. I'm considering buying a handful of them and having my own little Japanese ETF in my portfolio. I really am struggling to choose one over the others"
X Link 2025-06-10T20:56Z 15.8K followers, 11.9K engagements
"@LukeWolgram $OTLY $BYND"
X Link 2025-08-15T16:25Z 15.8K followers, [---] engagements
"When I am analyzing a new stock my yardstick has become "Buy this or buy more $GOOG" If the stock isn't more attractive than GOOG then what am I doing buying it instead 🤣"
X Link 2022-08-03T16:30Z 15.8K followers, [---] engagements
"$BAM Q2 earnings: BAM to manage $50 billion of additional insurance fee-bearing capital which will earn approximately $125 million of revenue. BAM will not contribute any capital into the transaction and will not assume any insurance liabilities on its balance sheet. Insane"
X Link 2023-08-09T15:28Z 15.8K followers, 42K engagements
"$BYD.TO / $BYDGF stock has 100X+ over the past [--] years and is trading for the same P/OCF (10) as it did during the stock market crash of [----]. The business is also projecting 15%+ growth in 2024/25"
X Link 2024-05-17T04:57Z 15.8K followers, [----] engagements
"$BN / $BAM investor day was insane. Video coming soon"
X Link 2024-09-10T21:25Z 15.8K followers, 30.5K engagements
"$AMZN just released its [----] shareholder letter. The TLDR is: Tariffs are not going to stop Amazon from continuing to innovate grow and become more valuable. Also AI capex should be viewed as a signal for long-term profit potential not as a red flag"
X Link 2025-04-10T17:12Z 15.8K followers, 19K engagements
"@joecarlsonshow What I find interesting is that I've seen posts on X saying Waymo shouldn't be worth anything to $GOOG today since it's so small. But at the same time people say $TSLA will be a multi-trillion dollar company because of robotaxis and therefore it's a buy"
X Link 2025-06-02T17:25Z 15.8K followers, [----] engagements
"I got to marry my best friend this weekend ♥🍾"
X Link 2025-07-07T04:15Z 15.8K followers, 33.5K engagements
"We just got our wedding photos back I definitely married up and secured the bag 😍"
X Link 2025-10-26T18:15Z 15.8K followers, 18.5K engagements
"I feel like an entire year has happened in the market today"
X Link 2025-11-06T18:36Z 15.8K followers, 15.7K engagements
"Software stocks continue to get absolutely creamed. I think proving that AI is accelerating growth and/or expanding margins is the only thing that can turn them around. They need to prove they benefit and not be disrupted by AI. $CSU $TOI $INTU $ADBE $CRM"
X Link 2026-01-14T19:41Z 15.8K followers, 28.4K engagements
"Nuclear is getting the spotlight as [--] of the world's largest banks just pledged support to finance new projects. Here's my video from [--] years ago discussing why nuclear is such a big deal: https://youtu.be/lBxXEw3EmDY https://youtu.be/lBxXEw3EmDY"
X Link 2024-09-24T04:04Z 15.8K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing