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@orrdavid Avatar @orrdavid David Orr

David Orr posts on X about stocks, $9435t, market cap, all the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance XXXXX% stocks XXXX% countries XXXX% cryptocurrencies #1797 technology brands XXXX% automotive brands XXXX% vc firms XXXX%

Social topic influence stocks #783, $9435t 3.11%, market cap 2.48%, all the 2.48%, money 1.24%, investment #618, china 1.24%, 10x 1.24%, dividend 1.24%, trader XXXX%

Top accounts mentioned or mentioned by @sowingalphaseed @taobanker @mikefritzell @pythiar @danielcincu @svrnco @d1fund @stoked_on_waves @joinyellowbrick @johnhempton @lebronex @capitalshipyard @lordvultures @ragingventures @invertedfragil1 @irbezek @basteph_ @shravanrayhaan @chris31712750 @jeffdoehler

Top assets mentioned ARK Innovation ETF (ARKK) Open Custody Protocol (OPEN) Mainframe (MFT) Charter Communications Inc (CHTR) Frontier Communications Parent, Inc. Common Stock (FYBR) Comcast Corporation (CMCSA) QuantixAI (QAI) Microsoft Corp. (MSFT) Alibaba Group (BABA) Carvana Co. (CVNA) Roku, Inc. (ROKU) Twilio, Inc. (TWLO) Morgan Stanley (MS) Duolingo, Inc. Class A Common Stock (DUOL) Wise (WISE) Jones Lang LaSalle, Inc. (JLL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Interview with HIkari Tsushin's CEO by @Jake___Barfield:"
@orrdavid Avatar @orrdavid on X 2025-07-13 04:29:49 UTC 19.8K followers, 11.5K engagements

"I'm about an hour or maybe a couple days from calling the top. You have the charlatans on here pumping way too many stocks at once the money gets spread thin game over soon after that. Play stupid games win stupid prizes just like always"
@orrdavid Avatar @orrdavid on X 2025-07-22 13:20:25 UTC 19.8K followers, 16.3K engagements

"Filter for investing in under $XXX million market cap companies: If a company is 30+ years old and it's still so small has anything big changed in the last X years If not basic math implies it's a mediocre investment at best. And since microcaps are inherently risky you're probably not being properly compensated for that risk. Small companies mostly have their biggest edge in their early days and if the return was mediocre over XX years it's probably even worse going forward. I shrug and dismiss this filter if revenue been growing 10%/year for the last 5+ years. If so perhaps the company just"
@orrdavid Avatar @orrdavid on X 2025-07-26 05:02:06 UTC 19.8K followers, 8051 engagements

"@SenDuckworth We all have smart phones now. Also when people used NPR for partisan purposes what the hell did they think was going to happen Good riddance"
@orrdavid Avatar @orrdavid on X 2025-07-20 22:11:42 UTC 19.8K followers, XXX engagements

"@Chris31712750 Yep he's acting like a Berkshire that way too. A couple friends have wanted to buy shares but can't given Japan's XXX share minimum. Kinda sucks"
@orrdavid Avatar @orrdavid on X 2024-06-17 14:13:29 UTC 19.8K followers, XXX engagements

"This guy Pythia genuinely knows nothing about investing strategy. Not the very basics. Risking his XX% drawdown on a single biotech bet shows that clearly. He has nothing of value. It's just snark and dishonesty. I deliberately alienate all the charlatans like him on here"
@orrdavid Avatar @orrdavid on X 2025-07-23 03:24:56 UTC 19.8K followers, 12.7K engagements

"Airwallex = businesses larger than a few people Wise = consumers and businesses smaller than a few people Not too much overlap for competition"
@orrdavid Avatar @orrdavid on X 2025-06-07 07:03:27 UTC 19.8K followers, XXX engagements

"I have a XX% position in Hikari Tsushin $9435 today but I swear it's not big enough. If this was a US stock - so that I understood it better - I'd probably be at 20%"
@orrdavid Avatar @orrdavid on X 2024-08-24 23:26:51 UTC 19.8K followers, 48.5K engagements

"My weak read between the lines take on the current "Cambodia" + Thailand conflict: China has firm control of Cambodia. Thailand is in trade talks with the USA. The two things are related"
@orrdavid Avatar @orrdavid on X 2025-07-24 10:32:52 UTC 19.8K followers, 5724 engagements

"$CHTR Charter is priced like there are serious problems on the horizon at less than 10x earnings. What does that say about the obviously troubled fiber providers like Frontier $FYBR Good chance after the $FYBR short I'll be able to do $CHTR and $CMCSA Unlcear no rush"
@orrdavid Avatar @orrdavid on X 2024-02-13 02:56:16 UTC 19.8K followers, 5050 engagements

"@Lordvultures Well it's super levered crappy loans. If the loans perform badly the short wins even if OXLC gets to keep selling new shares to dividend investors"
@orrdavid Avatar @orrdavid on X 2025-07-24 03:31:27 UTC 19.8K followers, XXX engagements

"I'm very much an investor first trader second. Though I am definitely a trader as well. Key variables drive stocks. Not extra information. That still makes someone an investor. I've noticed the stocks that Hempton really nails it's always that he got the simple key variable right. The best example is how well he understood the addictive properties of nicotine (and thanks for explaining that one to me sir)"
@orrdavid Avatar @orrdavid on X 2025-07-23 01:02:12 UTC 19.8K followers, 8343 engagements

"@SowingAlphaSeed One thing: I don't consider myself a particularly great accountant but I do understand the lines etc. I don't think you need advanced accounting knowledge to do well at investing. Usually the stated numbers are true and simple or maybe you adjust for one or two items"
@orrdavid Avatar @orrdavid on X 2025-07-24 02:24:02 UTC 19.8K followers, XXX engagements

"Cluseau is a complete joke of an investor. Anyone who takes his ideas seriously deserves to get burned"
@orrdavid Avatar @orrdavid on X 2025-07-22 13:16:52 UTC 19.8K followers, 43.3K engagements

"$QAI a "multi-strategy" ETF has zero real return in ten years and has a XX% drawdown. $XXX million AUM somehow. People must be hungry for alt publicly listed investments"
@orrdavid Avatar @orrdavid on X 2025-07-04 08:39:29 UTC 19.8K followers, 3218 engagements

"This point is kind of true. When looking for investments I check valuation and the trend in earnings. Once that seems reasonable and once it seems I can understand the business I zoom out and ask "What is the key variable that is really driving the stock" I make an educated guess on what that variable is. And then I make a guess for what the answer is looking out 3+ years. After that I block nearly everything else out. I don't care at all about consensus or expert opinion. I just follow up and see if my key variable seems to be on track or not in the operating results. If they go the wrong"
@orrdavid Avatar @orrdavid on X 2025-07-23 00:59:10 UTC 19.8K followers, 48.9K engagements

"Investors buy and sell on fundamentals (cash flows return on capital debt etc) and valuations. This can be done at the individual company level sector level country level etc. For example "Buy Japanese net cash companies because corporate governance reform will improve return on capital" is an investing decision not a trade. Another example "Stocks in Turkey trading for X times earnings is obviously too cheap" is an investing decision. Another "Hikari Tsushin management are killer capital allocators" is an investing decision - fundamentals drive it. Another "Levered very high yield debt is a"
@orrdavid Avatar @orrdavid on X 2025-07-25 12:36:21 UTC 19.8K followers, 15.8K engagements

"Why shouldn't I be long quite a bit of Mexican pesos"
@orrdavid Avatar @orrdavid on X 2025-04-22 02:41:21 UTC 19.8K followers, 5480 engagements

"The Militia Long/Short Equity ETF has launched The ticker symbol is $ORR and it just began trading. The strategy is similar to my hedge fund investing in global stocks up to XXX% long and XXX% short. This strategy will typically have lower correlation and beta to the market than most public investments. This means that during a strong bull run $ORR will have a tough time keeping up. But in a weak market $ORR is expected to outperform. My reasons for launching $ORR rather than growing my hedge fund: Many of the investments in my hedge fund are illiquid and I wont be able to trade them if my"
@orrdavid Avatar @orrdavid on X 2025-01-21 15:03:37 UTC 19.8K followers, 197.1K engagements

"$MSTR's chart is so bullish particularly with its extreme strength through April vs it's normal beta. I don't have on crypto related shorts. It seems like one of a few key factors to avoid. Others to avoid: innovation or "innovation" electricity generation space rare earth metals modern military weapons like drones anything AI"
@orrdavid Avatar @orrdavid on X 2025-07-17 01:51:17 UTC 19.8K followers, 5184 engagements

"@Divergent7651 I read everything I could find on Druck for months. ChatGPT o3 should be able to dig up most of it concisely today"
@orrdavid Avatar @orrdavid on X 2025-07-24 03:33:46 UTC 19.8K followers, XXX engagements

"The LA fire has potential to be an extreme outlier event if winds pick up and blow the wrong way from here it seems almost inevitable the entire city could burn down. If so what's the play Long builders and building suppliers generally Anything else Any LA shorts"
@orrdavid Avatar @orrdavid on X 2025-01-09 18:34:55 UTC 19.8K followers, 71K engagements

"Hikari Tsushin $9435 reports net "unusual" gains year after year. I don't think I've ever seen a company do that before. It's like the complete inversion of most shitcos"
@orrdavid Avatar @orrdavid on X 2024-08-23 22:41:53 UTC 19.8K followers, 6176 engagements

"The way Eric frames his fund failure is dishonest. It's definitely not a fair and balanced history. He didn't fail because his investors quit. He failed because he's actually lost all the money with a portfolio like that. If the regulators allow this people are worried way too much about compliance brain damage. But I guess Eric might actually get in trouble for this it's worth watching"
@orrdavid Avatar @orrdavid on X 2025-07-26 01:48:36 UTC 19.8K followers, 2333 engagements

"@JackFarley96 Many fake investors -people who don't really know anything about interesting- were Carvana guys after 2022. They'll all fail in the end"
@orrdavid Avatar @orrdavid on X 2025-07-19 01:17:49 UTC 19.8K followers, XXX engagements

"There's too much celebration of long only very concentrated investors from XX years ago. First of all it's such a small sample of guys and they had such a small sample of bets who really knows what the edge was. Second in the last XX years where are all the concentrated long only that killed the market They hardly even exist The ones I know of today "doing well" over the last XX years are a complete joke"
@orrdavid Avatar @orrdavid on X 2025-07-22 03:45:41 UTC 19.8K followers, 9938 engagements

"This is Premium Water Holdings Inc. $2588. They sell mineral water under the Premium Water brand. Talk about a low IQ business model. Yet it works And I'm too stupid to buy it I find the whole thing a little too shocking. I mean I should get long"
@orrdavid Avatar @orrdavid on X 2025-01-29 19:02:59 UTC 19.8K followers, 23.9K engagements

"$9435 Hikari Tsushin summary. Wonder how much AI can even improve from here. this is excellent"
@orrdavid Avatar @orrdavid on X 2025-05-15 05:40:43 UTC 19.8K followers, 6466 engagements

"Not a chart of a healthy market. $ARKK So tempting here. but I just can't do it yet no real strong confirmation"
@orrdavid Avatar @orrdavid on X 2025-07-21 15:52:16 UTC 19.8K followers, 2727 engagements

"@AtsuroTsujino I hope he's setting it up so everyone wins except China in the end"
@orrdavid Avatar @orrdavid on X 2025-07-23 06:39:34 UTC 19.8K followers, XXX engagements

"I didn't realize Hankyu Hanshin $9042 (I'm long) owns a stake in the Osaka airports:"
@orrdavid Avatar @orrdavid on X 2025-07-05 04:36:51 UTC 19.8K followers, 5445 engagements

"@ChangYeeFong77 Yamato has a special place in my heart from StarCraft"
@orrdavid Avatar @orrdavid on X 2025-07-21 08:21:17 UTC 19.8K followers, XX engagements

"@daniel3point0 As always I cannot comment about any specific ETF. I still think Thai stocks aren't cheap enough to be that interesting"
@orrdavid Avatar @orrdavid on X 2025-07-25 01:21:26 UTC 19.8K followers, XXX engagements

"Very tempting to short the crowded short factor here . very toppy signs under the surface for this speculative rally. It was a pretty crazy one. $ARKK almost up XXX% off the April low. Kudos to the shorts who did well through this"
@orrdavid Avatar @orrdavid on X 2025-07-17 16:50:32 UTC 19.8K followers, 7973 engagements

"This was @ericjackson's portfolio December 2022. He just owned calls on the worst companies. In the Bloomberg article about him today he said he had more conviction in $OPEN than $CVNA back then. If the meme luck went the other way it might well be him with the $1+ billion fund today. Instead his fund went bust. But none of these guys - including the ones who held onto one "right" shitty meme stock - know a single thing about investing"
@orrdavid Avatar @orrdavid on X 2025-07-26 01:43:22 UTC 19.8K followers, 15.4K engagements

"@bageau Not yet but I want to back a long/short credit investor"
@orrdavid Avatar @orrdavid on X 2025-07-25 22:16:33 UTC 19.8K followers, XX engagements

"Shocking just how cheap Mitsubishi UFJ Financial Group Inc. $8306 was in 2022. Less than 7x earnings. Never saw anyone talk about it. Still seems maybe cheap today now that I'm studying the quality of prime brokers and what's going on under the surface more. Them and $MS seem great"
@orrdavid Avatar @orrdavid on X 2025-07-25 06:25:39 UTC 19.8K followers, 5662 engagements

"Can anyone suggest US natural gas public companies that are focused mostly on extraction and own few pipelines/terminals Preferably with some debt but even without is fine"
@orrdavid Avatar @orrdavid on X 2024-02-26 04:49:16 UTC 19.8K followers, 4991 engagements

"$WISE.L probably does XXX million net income in 2024 vs X billion market cap. Seems cheap. Counter argument is volume per customer is a drag. Counter argument to that is Europe is not doing well right now yet they're still growing. What happens when Europe's economy turns"
@orrdavid Avatar @orrdavid on X 2024-05-14 11:17:01 UTC 19.8K followers, 10.8K engagements

"Another funny thing about the world of finance: When it's the "wrong" charlatan account - like say Will Meade remember him - these same finance bros do see the ethical problem. But when it's their buddy doing it I guess it's all the sudden fine. Says a lot about them"
@orrdavid Avatar @orrdavid on X 2025-07-22 14:13:36 UTC 19.8K followers, 3938 engagements

"On longs I don't even fade consensus. It's more than I notice consensus longs mostly have stupid valuations and I don't buy them on that basis. That's investor behavior not trader"
@orrdavid Avatar @orrdavid on X 2025-07-23 01:10:57 UTC 19.8K followers, 4506 engagements

"Hikari Tsushin $9435 is run by an allocator that doubles book/share every 3-4 years. Runs XXX% leverage in a ZIRP environment. Website gives Teledyne or Berkshire vibes. Trades for 1.5x book / 10x earnings"
@orrdavid Avatar @orrdavid on X 2024-06-16 03:15:09 UTC 19.8K followers, 99.1K engagements

"@svrnco @compound248 What's especially not rational: Not even being able to read what someone actually wrote - my post is still up he can still do this today even now - and instead going with the hive mind's worst interpretation of a single post"
@orrdavid Avatar @orrdavid on X 2025-07-24 00:46:18 UTC 19.8K followers, XXX engagements

"$9435 Hikari Tsushin's business model is simple and great: * Have some of the best salesmen in Japan sell company products and reward them handsomely on their performance * Acquire more companies that benefit from having these best salesmen sell their products * Find the best underused talent from those acquired often stagnant companies and cycle them into the core business * Repeat over and over. What's the growth runway on that model"
@orrdavid Avatar @orrdavid on X 2025-05-15 06:27:43 UTC 19.8K followers, 6103 engagements

"@ptuomov Thanks I'm going to check this out. We're talking a lot about how to format letters for the hedge fund website I'm having made. Finally going to make an in-house calculation of weekly (rather than daily) Sharpe etc. that includes fees"
@orrdavid Avatar @orrdavid on X 2025-07-26 08:27:34 UTC 19.8K followers, XX engagements

"$DUOL also 20x revenue here. Interesting it already gave back some of the gain while $ARKK-like stocks kept going up. But I guess $DUOL just overshot the revenue multiple. seems almost like a long trade here but not my game"
@orrdavid Avatar @orrdavid on X 2025-07-21 08:01:57 UTC 19.8K followers, 2207 engagements

"Pretty cool that ChatGPT gets this right:"
@orrdavid Avatar @orrdavid on X 2025-07-17 08:24:34 UTC 19.8K followers, 3005 engagements

"I've never felt more bearish S&P XXX global monopoly type companies. Trump's new trade deal is structured so that only goods are counted. Services - or "services" monopoly middleman stuff like $V - are not. Easiest solution for Europe: Allow in more of the physical world that the USA produces (agriculture is really low hanging fruit) retaliate against global mega-monopolies. Maybe those aren't such bad policies"
@orrdavid Avatar @orrdavid on X 2025-04-03 09:58:26 UTC 19.8K followers, 39.9K engagements

"$WISE I've still been long for tax reasons. Airwallex is their bigger threat in my opinion not Revolut. But the threat doesn't seem so serious. The other players seem like dinosaurs to me. The key question someone should ask is "Who are the lowest cost providers" I keep seeing smart investors lured into $WISE competitors and man those companies are all going to get slaughtered. I can't tell if I should be buying more $WISE even. I've really only stayed long for the tax reasons . but when I identify a likely great low-cost company loved by its customers that has network advantages perhaps I"
@orrdavid Avatar @orrdavid on X 2025-06-07 07:00:55 UTC 19.8K followers, 12.7K engagements

"@SowingAlphaSeed @PythiaR @John_Hempton This is the kind of people you're dealing with though. The idiot hive mind of"
@orrdavid Avatar @orrdavid on X 2025-07-23 00:24:32 UTC 19.8K followers, XXX engagements

"Is Kikkoman interesting at 20x earnings $X billion US market cap. Seems more compelling than most staple companies. Thoughts @irbezek"
@orrdavid Avatar @orrdavid on X 2025-02-23 15:09:38 UTC 19.8K followers, 5845 engagements

"Quite the gap down in Japan today. Last time this happened we had an extreme follow through the next day. It's always hard to tell with this kind of stuff but the big difference this time is that yen positioning didn't start crowded short and was even positioned long"
@orrdavid Avatar @orrdavid on X 2025-03-31 06:35:42 UTC 19.8K followers, 4223 engagements

"I just went through all of these public equities owned by Hikari Tsushin $9435. In the second image many of the companies they own a large % of are tiny. Lots of this stuff has a strong balance sheet. Just consistently profitable stuff some with improving earnings"
@orrdavid Avatar @orrdavid on X 2024-08-21 03:09:21 UTC 19.8K followers, 8544 engagements

"Gives a good idea of just how epic China's real estate bubble is. It's the most insane physical (not just spreadsheet) real estate overproduction/bubble in human history. Also a great example of the futility of "green" politics"
@orrdavid Avatar @orrdavid on X 2025-07-21 11:09:34 UTC 19.8K followers, 9000 engagements

"Richmont $CFR.sw owns luxury brands some I'm familiar with. Trades for 20x earnings at a $XX billion market cap. Anyone have an opinion on this basket of brands Getting weaker or stronger"
@orrdavid Avatar @orrdavid on X 2024-08-20 22:55:24 UTC 19.8K followers, 7506 engagements

"Also this is a great example of reflexivity in action. Had $OPEN become the epicenter short squeeze coming out of the bear market in 2023 instead they could have been the ones to issue enough new shares to escape insolvency and start "growing" the business again"
@orrdavid Avatar @orrdavid on X 2025-07-26 01:59:12 UTC 19.8K followers, 2334 engagements

"I studied stocks for XX hours straight yesterday got X hours of sleep and just woke up to study them for another XX hours today. If you don't genuinely love doing this all the time it sure seems hard to compete"
@orrdavid Avatar @orrdavid on X 2024-08-10 09:50:23 UTC 19.8K followers, 60.4K engagements

"@ASchulz888 Another thought just came to mind: While higher leverage strategies are flourishing in the land of podshops markets are getting increasingly punishing to levered investors compared to the past. A structural argument against leverage"
@orrdavid Avatar @orrdavid on X 2025-07-24 07:47:50 UTC 19.8K followers, XXX engagements