@irbezek Ian Bezek

Ian Bezek posts on X about $caap, colombia, $aval, alltime the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

[--] Week [---------] +3,007%
[--] Month [---------] +2,207%
[--] Months [---------] +281%
[--] Year [---------] +127%

Mentions: [--] #

[--] Week [--] -17%
[--] Month [---] +64%
[--] Months [---] +0.50%
[--] Year [---] +6.80%

Followers: [------] #

[--] Week [------] +0.39%
[--] Month [------] +2.10%
[--] Months [------] +8.90%
[--] Year [------] +20%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 29.55% finance 25.76% countries 21.97% cryptocurrencies 13.64% technology brands 2.27% currencies 1.52% travel destinations 1.52%

Social topic influence $caap #3, colombia #1345, $aval #1, alltime #706, $ec #17, ai 6.06%, $cib #1, bitcoin 5.3%, share 4.55%, money 4.55%

Top accounts mentioned or mentioned by @valuedrift @bowtiedcolombia @taobanker @localhero55 @orrdavid @valueseeker @jeremie0117 @rutherford13058 @waterworldcapi1 @ohcapideas @finphysnerd @altaycapital @aggiecapitalist @kairospraxis @mikefritzell @grainjones @tomicki @lowalphahighvol @valuechad @gr0wingm0ney

Top assets mentioned Corporacion America Airports S.A. (CAAP) GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL) Ecopetrol S.A (EC) Bancolombia S.A. (CIB) Bitcoin (BTC) NuCypher (NU) PAC Protocol (PAC) Strategy (MSTR) Diageo plc (DEO) Suncor Energy, Inc. (SU) AS Roma Fan Token (ASR) Bitforex Token (BF) PolkaBridge (PBR) VALE S.A. (VALE) MercadoLibre Inc (MELI) Hormel Foods Corp (HRL) Now Coin (NOW) Auna S.A. (AUNA) Tyler Technologies, Inc. (TYL) Gartner Inc (IT) NVIDIA Corp. (NVDA) Spacemesh (SMH) Costco Hot Dog (COST) Coca-Cola Co (KO) Simon Property Group Inc (SPG) AppLovin Corporation (APP) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"@feliperojas1984 Actually underperforming $AVAL $CIB and Davivienda this year. Though obviously it ran up a bunch prior to 2025"
X Link 2025-10-26T19:38Z 20.9K followers, [---] engagements

"@valuedrift $MELI up double-digits today and this is at the margins way more material to $CAAP than MercadoLibre"
X Link 2026-01-05T18:15Z 21K followers, [---] engagements

"@OnodaCapital $HRL was the obvious one but it tanked along with all the other packaged foods companies. Stinks that my all protein everything thesis from five years ago was dead right and didn't matter whatsoever"
X Link 2026-01-09T14:02Z 21K followers, [----] engagements

"@CapitalValor You're competing with hard discounters on a fair bit of merchandise. And Dollarama (already has a huge dollar store chain in Colombia) is now playing in Mexico too"
X Link 2026-01-15T16:25Z 21K followers, [----] engagements

"People talking about Saaspocalypse and $NOW is still trading at 75x GAAP earnings and 50x EBITDA. Have these people ever traded any other sector Sometimes valuation multiples go down"
X Link 2026-01-16T15:06Z 20.9K followers, 36.2K engagements

"@BowTiedColombia You should include the dividend in results since $EC pays almost all its profits out to shareholders and Chevron pays far less of its profits to owners. On this basis Ecopetrol has performed in line with peers since the election"
X Link 2026-01-19T21:33Z 21K followers, [---] engagements

"$AUNA up 13% today and nobody's tweeted about it yet. We are so early LatAm healthcare enjooooyers"
X Link 2026-01-22T18:13Z 21K followers, [----] engagements

"@khan_khubilai @BenFranksAltEgo I was aiming for $100 by year-end [----]. May have been too pessimistic on the timing Think peer $aval has a lot more upside left from here"
X Link 2026-01-24T00:37Z 21K followers, [---] engagements

"@WaterworldCapi1 @VeeEyeEll Time to ladder $TYL into earnings"
X Link 2026-01-28T17:40Z 21K followers, [---] engagements

"What if the next big rotation is into bonds. $tlt"
X Link 2026-01-30T23:44Z 20.9K followers, 12.6K engagements

"@Lee_Lichterman Not sure why people were buying them when yields were super low. I started allocating to treasury bonds in August [----] after having zero exposure to them in my first [--] years of investing. I don't mind waiting a couple years for liftoff -- part of a balanced portfolio"
X Link 2026-01-31T00:39Z 20.9K followers, [---] engagements

"@ohcapideas Correct. Kalshi's rate cut odds hardly moved once he was announced. Any pick was going to do Trump's bidding this year cost of admission"
X Link 2026-02-01T17:02Z 20.9K followers, [---] engagements

"@taobanker Whole category is trading as if it SaaS-adjacent stuff that is gonna get AI-nuked no"
X Link 2026-02-02T17:52Z 21K followers, [----] engagements

"@taobanker And there goes $IT down 25%. Beatings will continue until morale improves"
X Link 2026-02-03T15:15Z 21K followers, [---] engagements

"More than a thousand new 52-week lows on U.S. stock exchanges today (including ETFs). Been a while since we had a number that high"
X Link 2026-02-03T17:03Z 21K followers, 14.7K engagements

"Any updates on $MSTR earnings coming into the Q4 print With Bitcoin at $108000 $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly $11.2B Net Income $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars [---] times That's a lot of fuckin money Wall street WILL BE Bewildered 🟩👆🏼 https://t.co/mzPwIPebrg With Bitcoin at $108000 $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly $11.2B Net Income $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars [---] times That's a lot of fuckin money Wall street WILL"
X Link 2026-02-03T18:44Z 21K followers, [----] engagements

"@valuedrift $NVDA is 20% of $SMH and the whole semiconductor space is trading like a meme stonk at the moment. Wouldn't read too much into it"
X Link 2026-02-03T20:24Z 20.9K followers, [----] engagements

"This is where we are at with a 2% drawdown in the S&P [---]. Lot of folks gonna have issues if the market draws down 10% let alone goes into an actual bear. Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm"
X Link 2026-02-03T23:30Z 21K followers, 54.2K engagements

"@finphysnerd I agree with you but also $COST has traded at a stupid multiple for years now so how knows"
X Link 2026-02-03T23:36Z 21K followers, [----] engagements

"@AltayCapital @JapanDeepValue1 As long as they bid my liquor stocks back up to 20x+ I don't care how high $KO goes (it is already kinda stupid here but whatever)"
X Link 2026-02-03T23:43Z 20.9K followers, [---] engagements

"@AggieCapitalist Almost all the then-U.S. listed all mall REITs went bust and even the good one ( $SPG ) is trading lower than in [----]. Shopping centers admittedly weren't as bad"
X Link 2026-02-03T23:51Z 21K followers, [---] engagements

"@BowTiedColombia They charge even higher rates in Brazil. Bad for borrowers but very good for $nu stock owners of which I am one"
X Link 2026-02-04T00:35Z 21K followers, [----] engagements

"@TheStalwart Series of rolling asset bubbles and golden age of grift realizing that Fed balance sheet is about to be drained and Dems are winning the midterms in November"
X Link 2026-02-05T15:42Z 21K followers, [----] engagements

"@LocalHero55 I don't think the $NU biz is worth anything in U.S. yet they just got the bank charter last month. If that got paused/delayed wouldn't change my outlook much. That said I think we're at "peak Trump" already and after midterms much less Trump headline risk for S. America"
X Link 2026-02-06T18:09Z 20.9K followers, [---] engagements

"@valuedrift @orrdavid David is one of the very few people that got a lower cost basis on $OMAB than me (my lowest lots are from the high $20s)"
X Link 2026-02-07T02:38Z 20.9K followers, [---] engagements

"@tangentstyle @pmje73 Clearly Paul has never been to a Mexican bar on a Sunday before"
X Link 2026-02-07T19:19Z 20.9K followers, [---] engagements

"@WaterworldCapi1 Yeah $APP getting slammed on the Google Genie thing didn't make any sense"
X Link 2026-02-09T01:20Z 20.9K followers, [---] engagements

"Fintwit meetup in Cognac France when this is back at [---] Euros. $RCO"
X Link 2026-02-10T16:25Z 21K followers, [----] engagements

"@KairosPraxis @diyas_1989 You post some nonsense on Reddit ChatGPT parrots it out to everyone you dump your stonks on the bagholders"
X Link 2026-02-11T00:02Z 21K followers, [---] engagements

"Periodic reminder that Brown Forman class A shares have voting rights the B class do not and are equal in all other ways. Yet the B shares often trade at a premium due to having much larger weight in ETFs + liquid options. I've added approx. 15% to my position costfree over the years rotating between share classes when the premium goes wide. https://twitter.com/i/web/status/2022062468990673117 https://twitter.com/i/web/status/2022062468990673117"
X Link 2026-02-12T21:37Z 21K followers, [----] engagements

"I haven't heard much from the Colombia is uninvestable because it has a socialist president folks lately. Curious. $AVAL"
X Link 2025-10-26T14:13Z 21K followers, 14.2K engagements

"@ClarkSquareCap @atelicinvest There is a Polish saas company trading at 6x earnings with a 10+ divi yield. Makes me chuckle when people say the us saas names are bombed out. Nah just down from formerly silly prices (so far)"
X Link 2026-02-05T22:32Z 21K followers, [----] engagements

"@agnostoxxx If AGI is real it will destroy the economy. If it's not real a lot of tech stocks are gonna get smoked. AI is fine and good for many things. AGI is a different can of worms"
X Link 2026-02-13T11:40Z 21K followers, [----] engagements

"@awealthofcs Cathie Wood promised us 50% GDP growth back in [----]. Any day now the AI acceleration will hit. https://x.com/CathieDWood/status/1528179451070230530 .@ARKInvest must share more of our research about #artificialgeneralintelligence (AGI) and how it is likely to transform the way the world works. Within 6-12 years breakthroughs in AGI could a accelerate growth in GDP from 3-5% per year to 30-50% per year. New DNA will win https://x.com/CathieDWood/status/1528179451070230530 .@ARKInvest must share more of our research about #artificialgeneralintelligence (AGI) and how it is likely to"
X Link 2026-02-14T02:28Z 21K followers, [----] engagements

"@ValueSeeker_ Think it's closer to 55% not 89% maybe your data source missed a reverse split. Still down a bunch regardless"
X Link 2026-02-14T22:52Z 21K followers, [----] engagements

"@ValueSeeker_ Real issue is a ship of Theseus problem. Index components totally changed the new ones aren't down nearly so much. In fact $colo top holding $cib is already above old peak. I think Colombia can double from here in 2-3 years but it isn't going to 9x"
X Link 2026-02-14T22:54Z 21K followers, [----] engagements

"@walnutavevalue @MikeFritzell I have owned $CNQ and $SU since [----] and have more than a double on them. Good businesses. Just that the sentiment/price action doesn't match the FinTwit view that oil is currently out of favor"
X Link 2026-01-26T01:50Z 21K followers, [---] engagements

"Sureste Airports up 5% today to new all-time highs today. No bear market here. $ASR Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up. Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up"
X Link 2026-02-03T17:30Z 21K followers, [----] engagements

"Happy new all-time highs month for Bancolombia aka Grupo Cibest $CIB to all who celebrate. After the run over the past year now up to 8x earnings. ;) Colombia was an absolute fire sale in 2022-3 nice to be back in business here"
X Link 2026-01-16T13:42Z 21K followers, [----] engagements

"@BowTiedColombia Price of oil is down 40% since Petro came to power as well. $EC will be just fine if oil goes back up. If not profits will remain lower regardless of the next president"
X Link 2026-01-19T21:22Z 21K followers, [----] engagements

"@Jk91185408 @BowTiedColombia Petro was bad for $EC (it would have earned more money and had a higher stock price had Rodolfo won in 2022). But also it's an oil company and the price of oil tanked. Ecopetrol lost money outright at some points in late 2010s under right-wing govs when oil was at $40"
X Link 2026-01-19T22:21Z 21K followers, [---] engagements

"@Grainjones $aval will be a $10 stock again next Colombian growth spurt. Happy to keep collecting the monthly dividends until then"
X Link 2026-01-20T22:08Z 21K followers, 142.9K engagements

"@stoked_on_waves $aval is up 120% over the past year. $cib at new all-time highs. $ec badly lagging a lot of other Colombian names"
X Link 2026-01-20T23:09Z 21K followers, [---] engagements

"@Grainjones Another nice day and week in the making. $AVAL"
X Link 2026-01-21T19:19Z 21K followers, [----] engagements

"Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up"
X Link 2026-01-22T16:21Z 21K followers, 12.9K engagements

"@MikeFritzell And yet a bunch of oil equities are at multi-year highs. Why is Suncor for example worth more at $60 oil now than it was at $120 oil four years ago"
X Link 2026-01-26T01:10Z 21K followers, [----] engagements

"@docafterdark1 Congrats happy to hear it"
X Link 2026-01-27T00:42Z 21K followers, [---] engagements

"Gold drops $100/oz falling to prices not seen in almost half an hour"
X Link 2026-01-28T23:56Z 21K followers, 13.2K engagements

"Every time you read some scary headline about Colombia's president you inevitably get this a few months later. $COLO $CIB $AVAL Colombias top court suspended billions of dollars of tax increases that the government had attempted by enact by decree bypassing congress https://t.co/Qo7BvambxQ Colombias top court suspended billions of dollars of tax increases that the government had attempted by enact by decree bypassing congress https://t.co/Qo7BvambxQ"
X Link 2026-01-30T01:21Z 21K followers, [----] engagements

"@jeremie0117 @hit_the_bottom1 The debt is effectively Republica de Colombia debt. Why is Colombian CDS so cheap and the Colombian Peso up 40% against USD since the Petro lows if we were going to default anytime soon. $EC has bad governance recently sure. That's not a bankruptcy thesis"
X Link 2026-02-02T01:06Z 21K followers, [---] engagements

"@Simon_v100 @porta253 $EWZ absolutely imploded 2014-16 when they were profligately spending under a different leftist (Dilma). Market will care at some point though high commodity prices can potentially delay day of reckoning"
X Link 2026-02-05T17:32Z 21K followers, [---] engagements

"@TheNarrenschiff Regardless of which of the two scenarios is right buying $WMT at 45x earnings is the wrong answer. But Walmart was the only Dow [--] stock to go up in [----] crisis so people going to replay the old book until proven wrong. I like bonds here but could be wrong. $TLT"
X Link 2026-02-12T21:51Z 21K followers, [----] engagements

"Colombia's leading bank Bancolombia $CIB already setting new all-time highs. Its chief rival. $AVAL. is not. however it is back over $5 today for the first time in four years. Lot more room to run if you're bullish on Latam/Colombia"
X Link 2026-01-27T00:37Z 21K followers, 12.2K engagements

"Greatly underappreciated how excluding authoritarian regimes from your emerging market investments improves returns. If you are using an ETF for access to this space $FRDM beats $EEM every day of the week"
X Link 2026-01-28T13:09Z 21K followers, 32.3K engagements

"Nice to see people are so focused on AI destroying other industries that liquor stocks are finally a defensive safe haven trade again. $BF $DEO"
X Link 2026-02-04T14:42Z 21K followers, 10.4K engagements

"Headsup for Brazil fans Lula back up to nearly 60% odds of winning election this fall. Bolsonaro's son being the candidate rather than a much more qualified conservative taking its toll. Don't think Lula winning again hits $NU too badly but not great for $PBR/ $VALE /etc"
X Link 2026-02-05T14:28Z 21K followers, [----] engagements

"This is going to bounce hard at some point. This also isn't the sort of chart you should go all-in on with leverage. All the bottom calls from yesterday already underwater. $IGV"
X Link 2026-02-05T18:52Z 21K followers, 10.1K engagements

"@tomicki @ValueSeeker_ I think (could be wrong) that's the difference between price change and total return. $COLO has many higher-yielding equities in it"
X Link 2026-02-15T00:16Z 21K followers, [---] engagements

"You: The bank is facing layoffs I: My stonks are paying fat divis"
X Link 2022-07-17T20:15Z 21K followers, [--] engagements

"You: We'll have to move out of the city if the birth control fails I: Third heir is on the way"
X Link 2022-07-17T20:15Z 20.9K followers, [--] engagements

"@SIGFxpro @Bellehos $495 in dollars. I've never had problems paying for Argentine food with cash but I've never had occasion to drop $500 on a meal there either. Hopefully one day"
X Link 2022-10-22T03:31Z 21K followers, [---] engagements

"@lhamtil Buying airports at 10x EBITDA 70% EBITDA margins and 15% topline growth somehow beat out buying unprofitable tech companies at 50x revenues. I'm shocked"
X Link 2023-01-25T14:59Z 20.9K followers, [----] engagements

"@WealthOrDie I know you're not supposed to say this on Fintwit but Montreal is my favorite Canadian city for tourism"
X Link 2023-01-29T23:01Z 21K followers, 15.4K engagements

"@DavidSacks I don't keep more than $250k of cash at a poorly capitalized casino bank. Highly doubt 99% of voters do either"
X Link 2023-03-12T17:47Z 21K followers, [----] engagements

"@LatamStocks @G_A_Wilson Time to look at $DAVA $EPAM and Argentina's $GLOB. the IT outsourcers that are profiting off this IT arbitrage at scale. Big dips thanks to slowdown in tech industry and some disruption in Eastern Europe labor but long-term secular trend is undeniable"
X Link 2023-06-05T20:38Z 21K followers, [----] engagements

"For those that prefer charts here's what "acceleration" looks like when you're a poorly-run lending company. $AFRM"
X Link 2023-08-25T22:42Z 21K followers, [----] engagements

"@RobinBrooksIIF You forgot to mention that Panama also dollarized and grew its GDP per capita from $4000 to $15000 over the same period trouncing all competition. Dollarization is a tool that can be used for good or bad. Any economic regime would fail in Ecuador given its government"
X Link 2023-09-04T18:09Z 21K followers, [----] engagements

"@patientinvestor Wow a beverage company down 10%. That's hard to believe"
X Link 2024-11-15T22:35Z 21K followers, 11.1K engagements

"@tompaja Global alcohol volumes dropped 1% last year revenues up 3%. The market has returned to growth in [----]. Stock market: Let's mark down the whole sector 60% just in case"
X Link 2024-11-21T22:19Z 21K followers, [----] engagements

"@Adam91Mac $CIB is a well-run highly profitable double-digit yielding bank. $EC has more torque due to being in energy and having excess political risk from current government which goes away after next election. $AVAL and $EXTO smaller and spicier"
X Link 2024-11-23T20:21Z 21K followers, [----] engagements

"@BowTiedColombia $EC ironically still the long-term leader as Colombia was pro-biz a lot longer than Argentina has been pro-biz. Will be fun to update post-2026 once Colombian stocks triple with the new conservative government"
X Link 2024-11-27T15:36Z 21K followers, 20K engagements

"@TidefallCapital $CAAP. 6.5x EV/EBITDA is probably too cheap for a biz that will grow topline 13-15% annually next [--] years and prints 40%+ EBITDA margins. No longer justifiable to have such a fat discount to other global airports now that Argentina is in favor"
X Link 2025-01-13T01:27Z 21K followers, [----] engagements

"@RaphiSavitz I own $WALMEX $FMX and the two airport names out of the top [--]. I'm not biased against the Mexican banks just own too many in other LatAm markets to want more sector concentration there"
X Link 2025-04-26T14:38Z 21K followers, [---] engagements

"Seriously go beat Workers & Resources Soviet Republic Anno [----] Factorio Gear City Transport Fever [--] Railway Empire and [--] point Museum and then get back to me on the lack of tradeoffs in modern simulation games"
X Link 2025-06-29T12:09Z 21K followers, [----] engagements

"Overall Colombian economy seems to be mixed. Medellin seemed a bit dingier than when I used to live there but other places like Bucaramanga seem to be on an upswing. Hotel owners seemed fairly ambivalent on current tourism conditions"
X Link 2025-07-06T01:29Z 21K followers, [----] engagements

"Unexpected favorite location the Nemocn salt mine. Very cool visuals and history. Runner-up Tequendama Falls . not quite Niagara but still really unexpectedly large. Check it out if you're ever near Bogota"
X Link 2025-07-06T01:29Z 21K followers, [----] engagements

"And check out Laguna de Tota (the country's largest lake) if you want a fishing trip or just a cabin in the mountains to relax write a book or otherwise disconnect for a while. https://x.com/irbezek/status/1936045644096971140/photo/1 https://x.com/irbezek/status/1936045644096971140/photo/1"
X Link 2025-07-06T01:29Z 21K followers, [----] engagements

"Overall the fact that a guy like me can plan a [----] mile road trip for his family around Colombia and have zero issues whatsoever speaks to Colombia's incredible progress in just [--] years compared to the Pablo days. We visited his former ranch and now it's a theme park"
X Link 2025-07-06T01:29Z 21K followers, [----] engagements

"Taco trade was premised on the idea that Trump would be punished for bad economic policy. Instead he's getting encouraged to take ever more radical positions"
X Link 2025-07-11T01:15Z 21K followers, [----] engagements

"Argentine Peso up 7% betting markets now 85% Milei party favored. Could be a very nice day for $CAAP and $GGAL tomorrow"
X Link 2025-10-26T21:58Z 21K followers, 23.9K engagements

"And that's a wrap"
X Link 2025-10-26T22:40Z 21K followers, [----] engagements

"First overnight quotes: $YPF +12% $BMA +9% $GGAL +13% $BBAR +16% $CAAP +7% Would guess these are up more tomorrow we'll see"
X Link 2025-10-27T00:15Z 21K followers, 10.9K engagements

"@Geiger_Capital Polls had this close to a coin flip. Absolutely nobody was expecting a result like this. The Argy banks could be up 50% by year-end"
X Link 2025-10-27T00:44Z 21K followers, 21.6K engagements

"Good morning. $GGAL $CAAP $ARGT"
X Link 2025-10-27T13:40Z 21K followers, 13.9K engagements

"$BUR the only Argentine-related stock down this week. Don't overcomplicate things if you want Argentina exposure buy a bank not a lawsuit. @CapitalismWorld @INArteCarloDoss If you're going to trade Argentina at least get paid when it goes up. $BUR lots of complexity without the multibagger EM upside you get if Milei succeeds. https://t.co/k0oecObSdC @CapitalismWorld @INArteCarloDoss If you're going to trade Argentina at least get paid when it goes up. $BUR lots of complexity without the multibagger EM upside you get if Milei succeeds. https://t.co/k0oecObSdC"
X Link 2025-10-29T17:17Z 21K followers, 17K engagements

"After Argentina Chile is next up with election in November. Banco de Chile $BCH going straight up as investors put two and two together"
X Link 2025-10-30T18:29Z 21K followers, 11.5K engagements

"With today's run that's a hundo in a month. $GGAL"
X Link 2025-10-31T15:16Z 21K followers, [----] engagements

"@marc_slans AI bots don't need to eat food"
X Link 2025-10-31T15:26Z 21K followers, 11.3K engagements

"Three biggest ETF winners this past month. Argentina Colombia and Chile. Hope everyone is making good money off this favorable LatAm election cycle"
X Link 2025-11-08T01:30Z 21K followers, 12.3K engagements

"Happy new all-time highs for the airports day to those who celebrate. $CAAP"
X Link 2025-11-11T23:11Z 21K followers, 15.9K engagements

"Happy $27 $CAAP day for those who celebrate. Lots of new routes being set up to Venezuela in coming months I'd imagine. Should get to my $30 target not too long now"
X Link 2026-01-05T17:41Z 21K followers, [----] engagements

"@valuedrift I think it's not impacting tourist visas (not 100% sure yet) and most of $CAAP's airports are far away from the US. If we were shutting down US/Mexico visas that'd be a nuke to the Mexican airports but US much smaller piece of CAAP's pie"
X Link 2026-01-14T17:51Z 21K followers, [----] engagements

"@LowAlphaHighVol Colombia $GXG still down 70% off the China/oil early 2010s peak in dollar terms even though the largest constituents are making record EPS now"
X Link 2024-04-05T00:21Z 21K followers, [----] engagements

"@LoveAndMoney15 If rates go up housing market tanks consumer consumption declines U.S. stonks down. If rates go down it's likely because of a recession which implies lower EPS and stonks down. What's the upside case from this starting multiple aside from AI produces some right tail boom"
X Link 2025-06-04T13:57Z 21K followers, [---] engagements

"@deyhatemetoo @jszhang0912 My bad thought this was a comment on $AVAL. $CAAP has no dividend or buyback yet"
X Link 2025-10-26T16:33Z 21K followers, [---] engagements

"@LowAlphaHighVol And sure enough Colombia rockets on a whiff of better government coming next year. $COLO"
X Link 2025-11-09T16:16Z 21K followers, [---] engagements

"@LocalHero55 $EC -- at the margins bad (more competition plus some of our skilled oil engineers are Venezuelan and will return home once their industry rebounds) But EC is the #3 holding in Colombia ETF $COLO and a stable prosperous neighbor is bullish Colombia so $EC gets ETF bid"
X Link 2026-01-06T14:52Z 21K followers, [---] engagements

"Oddly enough people are complaining about Colombian political risk again. all as the Colombia ETF $COLO is up another 25% in three months. But it mostly seems to be foreigners that are irritated that they didn't buy real estate here before the sale ended"
X Link 2026-01-22T01:25Z 21K followers, [----] engagements

"Best total returns next five years $SPY Bitcoin $GLD $TLT $SPY Bitcoin $GLD $TLT"
X Link 2026-01-22T23:46Z 21K followers, [----] engagements

"@compoundpapi Be the change you wish to see in the world. Together we can get $DEO stock back over $100"
X Link 2026-01-08T20:50Z 21K followers, [---] engagements

"$CAAP up another 5% to fresh all-time highs on another strong traffic report. Love them airports"
X Link 2026-01-21T15:40Z 21K followers, [----] engagements

"Another day another dollar. Just one more until we move into the $30s. $CAAP"
X Link 2026-01-26T17:36Z 21K followers, 14.6K engagements

"@ptuomov I'd assume you pay more for $FRDM in general. But you don't end up eating writeoffs when stuff like Russia goes to zero"
X Link 2026-01-28T13:42Z 21K followers, [---] engagements

"And there you have it. $CAAP Another day another dollar. Just one more until we move into the $30s. $CAAP https://t.co/z8d4wqJFoh Another day another dollar. Just one more until we move into the $30s. $CAAP https://t.co/z8d4wqJFoh"
X Link 2026-01-29T19:46Z 21K followers, 10.5K engagements

"RT @alexbronzini: I can normally grasp why others find an argument compelling even when I dont. Here Im genuinely at a loss"
X Link 2026-02-11T16:50Z 21K followers, [--] engagements

"I can normally grasp why others find an argument compelling even when I dont. Here Im genuinely at a loss https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-11T13:34Z [----] followers, 424K engagements

"Something Big Is Happening Think back to February [----]. If you were paying close attention you might have noticed a few people talking about a virus spreading overseas. But most of us weren't paying close attention. The stock http://x.com/i/article/2021095128832622592 http://x.com/i/article/2021095128832622592"
X Link 2026-02-10T16:16Z 307.1K followers, 82.7M engagements

"Fintwit meetup in Cognac France when this is back at [---] Euros. $RCO"
X Link 2026-02-10T16:25Z 21K followers, [----] engagements

"MIT Technology Review has confirmed that posts on Moltbook were fake. Just a few days ago many AI influencers (including Andrej Karpathy) had said that the website was "the most incredible sci-fi takeoff". It wasn't. The "taking over humanity" posts were human-generated. The top downloads were mal-ware (human generated). It was a phishing website dressed up in AI hype. If you are worried about AI taking over the world in a few years please don't. There is no research basis for that opinion. Antrophic and OpenAI want you to beleive that they are just months away from AGI. Because it results in"
X Link 2026-02-07T19:19Z 69.3K followers, 884.5K engagements

"This played out faster than expected. Warsh as Fed Chair good for U.S. Dollar/bonds bad for run it hot/metals/debasement trade correct Warsh as Fed Chair good for U.S. Dollar/bonds bad for run it hot/metals/debasement trade correct"
X Link 2026-02-05T22:39Z 21K followers, 10.6K engagements

"Warsh as Fed Chair good for U.S. Dollar/bonds bad for run it hot/metals/debasement trade correct"
X Link 2026-01-30T01:08Z 21K followers, 45.7K engagements

"Nayib Bukele president of El Salvador and once one of Bitcoin's loudest champions hasnt mentioned BTC since September [----]. Hes abandoned it just like everyone else eventually will. He was also caught lying about daily purchases (they are caught re-shuffling it to create an illusion rather than buying new) shut down the countrys Bitcoin wallet app cancelled the Bitcoin Vet and Volcano Projects quietly removed BTC as legal tender and behind the scenes signed a deal with the IMF which agreed to sidelining BTC completely. Love how the maxis are so quiet about this."
X Link 2026-02-04T22:56Z [----] followers, 137.3K engagements

"Funny part of highly levered long/shorts getting margin called is that they have to cover their shorts into thin liquidity. $RCO & many other examples today in staples-land"
X Link 2026-02-04T17:33Z 21K followers, [----] engagements

"I was under the impression that those of us no-coiners were being left behind by the new monetary system. Why do the crypto bros want to help themselves to my taxpayer money 🚨 UPDATE: Treasury Secretary Bessent says the US Treasury has no authority to use taxpayer funds to bail out Bitcoin. https://t.co/N0SL023isg 🚨 UPDATE: Treasury Secretary Bessent says the US Treasury has no authority to use taxpayer funds to bail out Bitcoin. https://t.co/N0SL023isg"
X Link 2026-02-04T17:17Z 21K followers, [----] engagements

"🚨 UPDATE: Treasury Secretary Bessent says the US Treasury has no authority to use taxpayer funds to bail out Bitcoin"
X Link 2026-02-04T17:15Z 2.9M followers, 85.8K engagements

"Just went from a 10x last year to dropping 70% in [--] month. AMA @jakebrowatzke Pretty sure you cant buy because of margin. Has a reason you are not showing position size anymore. It would be cool if you share these kind of things not only on the run up but also in the drop down. Makes anyone see how much leverage can cost you. You are mostly down @jakebrowatzke Pretty sure you cant buy because of margin. Has a reason you are not showing position size anymore. It would be cool if you share these kind of things not only on the run up but also in the drop down. Makes anyone see how much leverage"
X Link 2026-02-03T18:37Z 42.7K followers, 244.2K engagements

"With Bitcoin at $108000 $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly $11.2B Net Income $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars [---] times That's a lot of fuckin money Wall street WILL BE Bewildered 🟩👆🏼"
X Link 2025-06-29T23:04Z 58K followers, 170K engagements

"More than a thousand new 52-week lows on U.S. stock exchanges today (including ETFs). Been a while since we had a number that high"
X Link 2026-02-03T17:03Z 21K followers, 14.7K engagements

"The graph shows the opposite AI bros are cooked 💀"
X Link 2026-02-02T18:47Z 17.4K followers, 1.5M engagements

"Feels like just last week many were saying metals selling off was going to cause a rotation into crypto"
X Link 2026-01-31T17:37Z 21K followers, [----] engagements

"Feels like just last week many were saying metals selling off was going to cause a rotation into energy"
X Link 2026-02-02T11:54Z 21K followers, [----] engagements

"I'd take the other side of that bet. Here was Warsh in 2018: Warsh this Warsh that we are going to run it fucking hot. Dont get it twisted. Warsh this Warsh that we are going to run it fucking hot. Dont get it twisted"
X Link 2026-02-01T16:32Z 21K followers, 15.2K engagements

"Warsh this Warsh that we are going to run it fucking hot. Dont get it twisted"
X Link 2026-02-01T16:19Z 41.7K followers, 68.6K engagements

"I ran or walked 442km (275 miles) in January"
X Link 2026-02-01T12:37Z 21K followers, [----] engagements

"BTG Pactual on $CAAP. They need to raise their PT. @irbezek"
X Link 2026-01-31T21:16Z [----] followers, [----] engagements

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