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@orrdavid Avatar @orrdavid David Orr

David Orr posts on X about stocks, business, investment, debt the most. They currently have XXXXXX followers and 3463 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance currencies stocks countries technology brands cryptocurrencies

Social topic influence stocks, business, investment #3115, debt, market cap, if you, $orr #2, $orrs #1, japan, money

Top accounts mentioned or mentioned by @biohazard3737 @stokedonwaves @mikefritzell @ptuomov @realherbhoover @altaycapital @svrnco @sowingalphaseed @lebronex @glbeaty @irbezek @therealdavey2 @taobanker @walt373 @johnhempton @fishtowncap @rodrigoethe @bichonredux @vagabondrtw @capitalshipyard

Top assets mentioned Lazard Ltd. Class A (LAZ) Copart, Inc. (CPRT) Energy Transfer, LP. (ET) QuantixAI (QAI) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last XX hours

"Another holding of $9435: 13x earnings XX% of the market cap in cash No debt XX% return on capital Hikari Tsushin also believes in stepping over X foot hurdles . only with far more favorable terms on their debt than I can get"
X Link 2025-09-11T09:40Z 25.7K followers, 18.1K engagements

"South Korean stocks are up almost XXX% YTD. Some changes in valuations:"
X Link 2025-12-12T11:05Z 25.7K followers, 7667 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"
X Link 2024-08-10T09:50Z 25.7K followers, 60.6K 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"
X Link 2025-01-21T15:03Z 25.7K followers, 358.1K engagements

"Morningstar has a cool feature that lets you see the combined underlying valuations of the companies held in an ETF. Here are $ORR's: Learn more about the fund at"
X Link 2025-08-20T13:10Z 25.7K followers, 11.8K engagements

"Thought experiment on a net/net valuations: A boring predictable company with no headwinds or tailwinds has flat earnings. It has no debt. It pays out all of its earnings every year. For years it trades for 12x earnings. One day new management takes over and they claim to be worried about the future of their industry even when it's not justified. They stop paying out shareholders every year and have an explicit policy of simply allowing cash to pile up which earns some small interest. How bad is this news what is a new reasonable multiple for the company The key question about this company"
X Link 2025-09-26T13:00Z 25.7K followers, 8555 engagements

"Burry is bad at investing. He's just one of many value investors from the early 2000s that concluded their track record with a single good macro bet on housing. One factor bet plus one macro bet. That's it. This was of course no real sample size at all. Burry completely ignored outreach from at least X of the actual top up and coming young PMs I know. I seriously doubt that his suggestion here is any good based on that. Nobody should get sucked into yet another likely bad selection of his without seeing a solid real money track record first"
X Link 2025-11-13T05:22Z 25.7K followers, 633.7K engagements

"My best shorts always have the lowest IQ theses. This one the thesis didn't go further than "Short car stuff" and "Large competitor runs a fast growing but unsustainable business that hurts $CPRT." The thesis was mostly just "short car stuff" if I'm being honest"
X Link 2025-12-08T06:46Z 25.7K followers, 7271 engagements

"Some equity funds with stats worth investing in assuming funds are diversified. This is after fees. Bare minimum: * Long only XX% IRR that owns truly non-index stuff * Long/short with XX% IRR that has a XX% max drawdown * Long/short with XX% IRR that has a XX% max drawdown"
X Link 2025-12-08T07:17Z 25.7K followers, 18.6K engagements

"A nickname for this return stream: Allocator Junk"
X Link 2025-12-08T07:27Z 25.7K followers, 3565 engagements

"This is especially bad because in reality most funds like that are more like XX% IRR for 5-10 years. And then after that they just ride false pedigree / brand value on a .6 Sharpe"
X Link 2025-12-08T07:30Z 25.7K followers, 5549 engagements

"People tell themselves that track records don't mean anything in order to protect their own ego. Their goal in this self deception isn't to deny someone else's good track record. They just have to say that also to remain logically consistent. Post has 15k views and XX likes"
X Link 2025-12-10T08:37Z 25.7K followers, 15.6K engagements

"Militia is hiring compliance/legal counsel. The job is based in Austin TX. Pay is $250K base with substantial upside for exceptional performance. We want someone: X. Able to reason from first principles rather than mindlessly copy best practices that cant be traced to actual law. This keeps our investing staff nimble. X. Has excellent business and legal judgment in the face of ambiguity. X. Is a fiduciary in the moral sense genuinely aiming to maximize our investor's risk adjusted return. This is our north star. We care about talent and character not credentials and pedigree. You should be"
X Link 2025-12-10T12:33Z 25.7K followers, 42.1K engagements

"This is so bad it's already statistically significant. It's not a coincidence that Mike Green has 230k followers. In fact the only way to even perform this badly in markets is to be at the epicenter of tribal thinking"
X Link 2025-12-13T00:01Z 25.7K followers, 32.2K engagements

"A couple LPs told me they love how concise my letters are. Sometimes that's easy and I finish a letter in a couple hours. Sometimes an awful lot of effort goes into that. I just spent X hours writing and rewriting XXX words"
X Link 2025-12-14T07:46Z 25.7K followers, 8075 engagements

"Are there other mortgage REIT companies with charts like this I hardly follow the space but want to short a basket of them. $CHMI"
X Link 2024-03-27T00:18Z 25.7K followers, 5553 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"
X Link 2024-05-14T11:17Z 25.7K followers, 11.1K engagements

"In 2021 Energy Transfer $ET had a super clear path to 100%+ upside while being paid a large dividend. Dream International $1126 today similarly has a clear path to shares trading 150%+ higher while being paid a huge dividend. There's far more idiosyncratic risk but it's also way cheaper than $ET was and Dream has more upside asymmetry for earning's growth. Boiled down you're betting on manufacturing to continue leaving China for Vietnam. I'm risking XXX% today. If liquidity was no constraint (which it's not if you're a small PM) I'd be risking X% instead. EPS could grow XX% and multiple"
X Link 2024-05-18T22:38Z 25.7K followers, 80.6K engagements

"This one is pretty illiquid but without more information I cannot buy more so I might as well ask: Fujita Engineering $1770 has a large investments line on its balance sheet. Does anyone have insight as to what these are Stocks The translator is not helping here"
X Link 2024-08-04T11:50Z 25.7K followers, 4974 engagements

"I just did a portfolio rebalance of the $ORR ETF to include more Japanese companies a wide basket of mostly .5% positions with a few larger ones. $ORRs long exposure to Japan is now 50%. Most of the additions could be described as growth at a reasonable price type stocks with 12%+ ROCE* or improving ROCE. I put each pick through the qualitative filter Is this business/industry likely to improve from here Most of these bets are illiquid enough that large investing firms cannot spend time on them. Click here for fund disclosures and holdings: The most notable company is U-NEXT $9418 a 7%"
X Link 2025-02-20T14:54Z 25.7K followers, 15.3K 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"
X Link 2025-07-04T08:39Z 25.7K followers, 3642 engagements

"The $FCTE ETF is flat since inception. XX% behind its proper benchmark $QUAL the quality factor. That's extreme underperformance given such a high correlation. Will the $FCTE ETF's creator @3F_Research @WarrenPies shut it down once the negative edge is clear Or will they milk it to the end Will they keep launching new garbage ETFs to siphon more money away from their followers I get a lot of shit on this platform. But its charlatans like this - with their bull shit "research" services and investing products - that should be getting attacked"
X Link 2025-11-10T08:49Z 25.7K followers, 7330 engagements

"The $LAZ example is so common: the people running the company are paying themselves way too much to do way too mediocre a job. Quietly stealing away shareholder value"
X Link 2025-11-20T09:42Z 25.7K followers, 2816 engagements

"$LAZ for this performance the insiders are paying "talent" almost all the money"
X Link 2025-11-20T09:43Z 25.7K followers, 2906 engagements

"Good video on the yen carry trade. Key point: Back in August 2024 the yen was a very crowded short. Today funds are positioned long the yen. I've been quite hedged on the yen and will continue to be"
X Link 2025-11-23T22:27Z 25.7K followers, 14K engagements

"In 2019 Japan rightfully banned / made illegal the practice of buying event tickets and reselling them above face value. Companies like Stub Hub circumvent the law by claiming to be neutral third party marketplaces. This is a great example of a business that shouldn't be allowed to exist. A cancer on society. And it's also a great example of a modern "tech" and "services" company that does nothing good just a purely negative rent seeking monopoly. They all seem like awful businesses to own long term. Even if governments are slow to react they will eventually"
X Link 2025-12-03T09:15Z 25.7K followers, 10.7K engagements

"If any of you have ideas on how to actually make this happen please let me know"
X Link 2025-12-04T11:23Z 25.7K followers, 2205 engagements

"If that's right my base case is $GOOG goes up another 50%. Why wouldn't it"
X Link 2025-12-07T02:49Z 25.7K followers, 4246 engagements

"Been doing an hours long chatGPT session about risk management as a prime broker. I really think I could run the best broker in the world"
X Link 2025-12-07T12:23Z 25.7K followers, 7471 engagements

"While researching a short. Q: "Why is this business doing this obviously irrational thing" A: "Misaligned incentives . they want to avoid an ugly conversation with an investment committee." Whenever I see the word committee I want to short more"
X Link 2025-12-10T11:31Z 25.7K followers, 4702 engagements

"Drawdown worse than the market for that level of underperformance. These guys are skillfully awful"
X Link 2025-12-13T00:10Z 25.7K followers, 4873 engagements

"I think there's a crazy big edge in bonds. If you wanted to try getting into that game LMK. I've studied it a lot. Subtle/important things: X. Transaction costs are really high relative to IRR so it's hard to turn over as much (which seems fine). X. Because bonds are a lot less liquid you won't get nearly as good borrow/leverage. Thus you really would want to buy bonds on leverage in a BDC structure. Which is 2x leveraged bonds. I've heard this is a regulatory headache but probably a worthwhile one. If I was going to back someone to get into credit investing I'd most likely want them to go"
X Link 2025-12-13T09:31Z 25.7K followers, XXX engagements

"$2222 Finally tried the product. It's really tasty. They try many other brands too. Could see this one appealing to both western and Asian tastes. Presentation at the shop is perfectly done too. I've been long thinking to buy more"
X Link 2025-02-24T04:28Z 25.7K followers, 12.3K engagements

"Even if "turning real estate into securities" were a true free market it seems bad and should be banned. But when the central bank providers the owner of those real estate securities a free forever insurance policy That's not even capitalism anymore. People talk central banks a lot but not enough emphasis is given to the real estate portion specifically. This stuff is totally evil quietly stealing money away for everyone and handing it over to "capitalists" who are of course not really capitalists at all. Why do young people prefer socialism over this fake capitalism Gee I wonder"
X Link 2025-12-08T00:49Z 25.7K followers, 4893 engagements

"Medallion returns for the last few years: 2022: XX% 2023: XX% 2024: XX% 2025 YTD: XX% This is way lower than their historic average. Only their 2001-2005 period was this low. Could be variance but more often than not it's a sign that quant investing is finally peaking"
X Link 2025-12-13T02:07Z 25.7K followers, 99.3K engagements

"@JohnsCriterion Activist short selling has mediocre returns. I doubt we'll ever get into that game. The long reports they put out are very close to the line on libel. And even if they don't cross the legal line often they are misleading which seems unethical to me. Not a biz for my firm"
X Link 2025-12-14T12:57Z 25.7K followers, XXX engagements