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@berthon_jones Avatar @berthon_jones David Berthon-Jones

David Berthon-Jones posts on X about $wdsax, $cbaax, cba, $cba the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

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Social Influence #

Social category influence finance XXXX% travel destinations XXXX%

Social topic influence $wdsax 1.31%, $cbaax 1.31%, cba 0.87%, $cba 0.87%, $nab 0.87%, $nabax 0.87%, $iel 0.87%, $ielax 0.87%, eps 0.87%, tariffs XXXX%

Top accounts mentioned or mentioned by @nrossett @mondyinvest @abroninvestor @slexander_coys @moneyofminepod @bjrw7 @antipodeanmacro @claudedwalker @ridtravel @ffailings @blackswan2023 @chad_pumpiano @carlo_cocca @noicewon11 @1stlevelthinker @downundervalue @ruethewhirl551 @asxlongshort @jv19804 @bowtiedstocks

Top Social Posts #

Top posts by engagements in the last XX hours

"$WDS.AX on a forward PE of 10x despite a circa XX% odd increase in production over the next few years with key projects coming online and XX% margins whils the AUDUSD is 63c and oil $75bbl. I'm not saying they should trade a premium but an XX% discount to market"
@berthon_jones Avatar @berthon_jones on X 2025-02-24 23:08:23 UTC 2143 followers, 3207 engagements

"$CBA.AX $CBA NIMs are good but middle of the global pack. It's ROE's are good but others are quite a bit higher e.g. $JPM.US. It's loan book is sizeable but certainly not thie biggest. And yet the valuation differential is half way off the chart"
@berthon_jones Avatar @berthon_jones on X 2025-06-04 23:31:43 UTC 2142 followers, XXX engagements

"Gee I thought the $NAB.AX $NAB update on credit quality (well arrears) was a little ordinary but not much market commentary on it. It does all hinge on house prices not falling and Sydney has rolled over a bit Melbourne also less that stellar. A rates shock associated with"
@berthon_jones Avatar @berthon_jones on X 2024-11-07 05:55:15 UTC 2142 followers, XXX engagements

"Magnificent business and there's more to the earnings story than just new listings but X% post a cycle high on a fwd PE of 48x in a rising unemployment cycle doesn't sound great. $REA.AX $REA"
@berthon_jones Avatar @berthon_jones on X 2024-08-11 21:44:12 UTC 2141 followers, 1178 engagements

"$NAB.AX $NAB another good example of a bank where the profit growth is either slightly higher flat or negative depending on your frame. Financials stormed ahead over the past year; whilst I think the result is "fine" it again demonstrates the difficulty in understanding the run"
@berthon_jones Avatar @berthon_jones on X 2025-05-06 22:16:17 UTC 2142 followers, 1539 engagements

"Given the market just hit all-time highs and trades richly you can make an argument for taking profits on some of the recent winners (thinking of the unstoppable run of $CBA.AX which continues to defy logic imv)"
@berthon_jones Avatar @berthon_jones on X 2025-07-17 01:40:02 UTC 2142 followers, XXX engagements

"Looks a bit dramatic the trend in Aussie employment growth just by having the two flat months back to back. Participation rate moving up is at least 10bps of it I suppose. Still "line go up" equates to bad generally speaking for the unemployment series"
@berthon_jones Avatar @berthon_jones on X 2025-07-17 01:38:55 UTC 2142 followers, XXX engagements

"A whole bunch of punting would appear neccessary given industry profitability has been decimated and even before COVID eps growth has been scant. $RHC.AX $RHC. CEO clearing the decks and accountability for a share price in the low 30s that's followed the earnings"
@berthon_jones Avatar @berthon_jones on X 2025-01-30 23:08:33 UTC 2143 followers, XXX engagements

"Still not obviously cheap today either. $IEL.AX"
@berthon_jones Avatar @berthon_jones on X 2024-11-21 03:30:55 UTC 2142 followers, 1422 engagements

"All things considered US reporting season is once again not giving bears much to go on. Banks were good operationally consumer staples + discretionary (everything from airlines to clothes to groceries) likewise looking good despite the macro headwinds associated with tariffs"
@berthon_jones Avatar @berthon_jones on X 2025-07-18 06:47:11 UTC 2141 followers, XXX engagements

"Both $STO.AX and $WDS.AX have fallen into the sea given oil prices trade and tariff wars. But both have had good recent company specific news. STO is close to a capex inflection point with a key project finishing this year. And WDS have found offtakes + major partners"
@berthon_jones Avatar @berthon_jones on X 2025-04-17 00:23:52 UTC 2143 followers, 5566 engagements

"Macroeconomic uncertainty starting to impact local Aussie names firstly & mildly $BXB.AX which narrowed the sales growth outlook from 4-6% to 4-5% as consumer demand/consumer uncertainty associated with the tariffs weighs. Then $FLT.AX which was much more material"
@berthon_jones Avatar @berthon_jones on X 2025-04-27 23:24:21 UTC 2141 followers, XXX engagements

"With the oil stocks it's hard to go past this. Yes lots of company specific stuff (cost margin cashflows balance sheet production guidance etc). But if you think oil demand is still robust in 2040 let alone 2050 these things are massively undervalued. $WDS.AX $WDS $STO.AX"
@berthon_jones Avatar @berthon_jones on X 2025-05-07 00:06:52 UTC 2142 followers, 2220 engagements

"When the line goes vertical or near vertical you know you have a problem. (mind you the number one problem thus far has been not owning it but there you are). $CBA.AX $CBA. Forward PE of 30x. Brisk to say the least"
@berthon_jones Avatar @berthon_jones on X 2025-06-20 02:34:37 UTC 2142 followers, 1264 engagements

"Early days yet for MOCN for $TPG.AX but hard to argue with the fast start"
@berthon_jones Avatar @berthon_jones on X 2025-03-03 03:52:06 UTC 2141 followers, XXX engagements

"Still a surprising disconnect to me. $TWE.AX. Share prices follow earnings and it is certainly possible those earnings wind up a lot lower but as it stands it's growing. Just the amount it expected to grow is less (hence the forward EPS estimates drop)"
@berthon_jones Avatar @berthon_jones on X 2025-06-27 02:23:06 UTC 2143 followers, XXX engagements

"China's steel production data looking very grim. Not much joy for $BHP.AX $RIO.AX $FMG.AX"
@berthon_jones Avatar @berthon_jones on X 2024-09-16 03:35:40 UTC 2143 followers, 1891 engagements

"On the face of it this $LLC.AX announcement is quite positive. But no mention of the possible mandate losses to $MGR.AX that the Aus and AFR have been tabling. Seems like something worth discussing given they mention the $1.5bn of new mandate wins that support FUM growth"
@berthon_jones Avatar @berthon_jones on X 2025-07-16 07:33:55 UTC 2139 followers, XXX engagements