@philoinvestor PhiloinvestorPhiloinvestor posts on X about $nvda, nvda, money, $aapl the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks finance technology brands cryptocurrencies currencies countries social networks fashion brands celebrities travel destinations
Social topic influence $nvda, nvda, money, $aapl #703, $nflx, ai, stocks, open ai, debt, $dis
Top accounts mentioned or mentioned by @agnostoxxx @klendathucap @marketplunger1 @kakashiii111 @qcapital2020 @nicogladia @tiktokinvestors @rosshendricks @casinocapital @stockinf0 @rossiadam @ancientsion @samanthaladuc @grok @johnie36149708 @investmenttalkk @inartecarlodoss @elonmusk @madscapital @quartrapp
Top assets mentioned NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Netflix Inc (NFLX) DisChain (DIS) Alphabet Inc Class A (GOOGL) Validity (VAL) Duolingo, Inc. (DUOL) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Palantir Technologies Inc. (PLTR) Paramount Global (PARA) Advanced Micro Devices (AMD) Transocean LTD. (RIG) Metadium (META) Coursera, Inc. (COUR) Warner Bros Discovery, Inc. (WBD) Bitcoin (BTC) CoreWeave, Inc (CRWV) Oracle Corporation (ORCL) Figma, Inc. (FIG) Strategy (MSTR) Ethereum (ETH) Moderna Inc (MRNA) Charter Communications Inc (CHTR) Lululemon Athletica Inc (LULU) Broadcom, Inc. (AVGO) Starbucks Corporation (SBUX) Comcast Corporation (CMCSA) Tesla, Inc. (TSLA) Super Micro Computer, Inc. Common Stock (SMCI) BITMINE IMMERSION TECH (BMNR) Nebius Group N.V. Class A Ordinary Shares (NBIS) Snap, Inc. (SNAP) Five Below, Inc. (FIVE) Seadrill Limited (SDRL) Noble Corporation (NE)
Top posts by engagements in the last [--] hours
"$KD Kyndryl spun off from $IBM. Solid business. Super reasonable valuation. A lot of negativity around the stock. The way to think of this is "What can Kyndryl do that it couldn't before".And then weeks of work to get to the bottom of the whole thing"
X Link 2021-11-05T08:42Z [----] followers, [--] engagements
"From the @philoinvestor "Autointerview" piece. $ORCL in 2000"
X Link 2022-03-01T21:09Z [----] followers, [--] engagements
"Coursera smashing it. Q1 36% y/y growth. Not profitable yet but that should be obvious and expected. The model is amazing and has massive upside. Look out for this name going forward. $COUR"
X Link 2022-05-06T07:25Z [----] followers, [--] engagements
"Cognitive blind spot of the typical dogmatic value investor: A CYCLICAL business that is peak cycle and printing money has no risk because it has no debt. The right take: How much can it make (or lose) over a FULL cycle How much is it worth considering the risks"
X Link 2022-06-14T21:58Z [----] followers, [--] engagements
"$VAL et al. This decade's oil boom is moving offshore - way offshore Global oil companies are pumping billions of dollars into offshore drilling reversing a long decline in spending on the decades-long projects https://t.co/Yr3SeIaREa This decade's oil boom is moving offshore - way offshore Global oil companies are pumping billions of dollars into offshore drilling reversing a long decline in spending on the decades-long projects https://t.co/Yr3SeIaREa"
X Link 2022-08-31T15:42Z [----] followers, [--] engagements
"@jenstilmanydots Many things happening on the energypolitics front and I am revving up to offer my analysis in my next WTHIH piece on Philoinvestor. Fascinating things are happening"
X Link 2022-09-04T18:37Z [----] followers, [--] engagements
"14/ P.S. For my last market analysis piece and other content links in bio https://philoinvestor.substack.com/p/what-the-hell-is-happening-september https://philoinvestor.substack.com/p/what-the-hell-is-happening-september"
X Link 2022-10-01T18:53Z [----] followers, [--] engagements
"Valaris continues to be my hottest hit in terms of traffic. Still flowing way after posting. $VAL Opened to free a long time ago"
X Link 2022-10-14T08:09Z [----] followers, [--] engagements
"Going well.๐ $PBR BREAKING : Reports of federal police (PF) and federal highway police (PRF) blocking roads and conducting unwarranted vehicle searches in Lula voting areas across Brazil. The Workers Party (PT) has filed a formal complaint with the electoral authorities. BREAKING : Reports of federal police (PF) and federal highway police (PRF) blocking roads and conducting unwarranted vehicle searches in Lula voting areas across Brazil. The Workers Party (PT) has filed a formal complaint with the electoral authorities"
X Link 2022-10-30T21:55Z [----] followers, [--] engagements
"Dollar / $JPY on the Weekly. Flagging quietly. ๐๐"
X Link 2022-11-06T23:04Z [----] followers, [--] engagements
"@ed_fin What did he do"
X Link 2022-11-25T15:16Z [----] followers, [--] engagements
"$FTI TechnipFMC plc clear breakout on the daily. TechnipFMC plc is a French-American UK-domiciled global oil and gas company that provides complete project life cycle services for the energy industry"
X Link 2022-12-03T14:10Z [----] followers, [--] engagements
"My biggest hit piece. I had less than [---] readers at the time but look at the engagement since $VAL"
X Link 2022-12-19T12:10Z [----] followers, [----] engagements
"2/ The natural business cycle if such a thing exists seems to have been aborted by the broader effects of Covid / Post-Covid. eg Employment figures last week so strong even under rate hikes"
X Link 2023-02-13T22:11Z [----] followers, [---] engagements
"3/ Look at the companies making up the key equity indices [--] years ago Vs now. Are they the same Similar Same dynamics or biz models Not really"
X Link 2023-02-13T22:11Z [----] followers, [---] engagements
"$KNSL Kinsale Capital Group made new ATH today after results. Up 18X in the past [--] years"
X Link 2023-02-17T17:15Z [----] followers, [---] engagements
"@mfwarder @respeculator Wasnt coal dropping btw :O"
X Link 2023-03-02T21:57Z [----] followers, [---] engagements
"Dividend bonanza at Petrobras. $PBR Relative to previous years the payout has been massive. No position"
X Link 2023-03-05T10:32Z [----] followers, [----] engagements
"Oak Hill started to offload $VAL share last week. Could they be winding it down completely Obviously these owners won't be sticking into Valaris forever like a JF Group that will possibly stay in for a long long time (and work to consolidate the sector more)"
X Link 2023-03-11T10:53Z [----] followers, [---] engagements
"@INArteCarloDoss I just counted [--] FinTech investments from Softbank Vision Fund (1 or 2). of course a few of them have already blown up so say 35ish ๐คฆโ๐"
X Link 2023-03-23T16:37Z [----] followers, [----] engagements
"Deutsche Bank isn't the same as Credit Suisse. The uniqueness of CS and the Saudi Arab investor catalyst seems like a rarity making a repeat difficult $DB $CS #DeutscheBank"
X Link 2023-03-24T11:40Z [----] followers, [----] engagements
"$PARA Paramount+ reaches 56M subs up 10mln in one quarter raises prices: - DTC revenues going up still losing money. - Linear revenues going down still making money. -Overall bottom line down 50%"
X Link 2023-04-06T12:00Z [----] followers, [----] engagements
"$COST "Costcos monthly sales growth rate continues to moderate. Pressure on consumer spending amid ongoing weakness in the economy is taking a toll on non-food sales.""
X Link 2023-04-06T12:34Z [----] followers, [----] engagements
"Luca Maestri has sold $200mln worth of $AAPL shares in the past [--] years. I don't know what he knows now and I don't know what he think he knew [--] years ago when the stock was 4x cheaper"
X Link 2023-04-18T08:26Z [----] followers, [----] engagements
"@jamesbulltard7 Netflix will change behaviours slowly and steadily with these initiatives. Why $NFLX wants to monetise their content more - and they will do it no matter what. They will cry and complain but they will eventually pay up. The content aint gonna create itself will it"
X Link 2023-04-26T16:22Z [----] followers, [----] engagements
"From the $W Q1 [----] earnings call๐ If current convertible notes continue to sell for discounts to par Wayfair can in extend maturities by issuing later dates and buying back the closer ones. As they did before very recently"
X Link 2023-05-10T14:15Z [----] followers, [---] engagements
"Tesla Vs its ICE rivals: Deterioration $TSLA @BradMunchen"
X Link 2023-05-20T09:05Z [----] followers, [--] engagements
"@qcapital2020 Be TCCC not a Coca-Cola bottler () $KO"
X Link 2023-05-23T17:20Z [----] followers, [--] engagements
"Do you guys agree with this $NFLX @KlendathuCap ๐คฃ"
X Link 2023-05-24T11:51Z [----] followers, [--] engagements
"Which of my previously written ideas do you want to hear more about $VET.TO $COUR $FTCH $W $RICK $BELA.AT $VAL $AVON.L $ASOS.L $NFLX $DUOL $TEN was acquired and $RIG wasn't a long idea. Tech oriented Energy oriented Retail and other Tech oriented Energy oriented Retail and other"
X Link 2023-05-26T20:57Z [----] followers, [----] engagements
"๐๐๐ Also forgot to stick Antero Resources $AR in there as well as Crypto having written a piece on the Crypto markets late October [----]. $BTC $ETH"
X Link 2023-05-26T20:59Z [----] followers, [---] engagements
"5/ And considering that I usually write about companies in the earlier stages of their life-cycles rather than the $AAPL's of the world. The negative returns on some of these names isn't even shocking considering the market and geopolitical environment etc"
X Link 2023-05-27T13:05Z [----] followers, [--] engagements
"@TreyHenninger Yeah and Ackman has I don't know how many analysts but he dumped $NFLX with the first "bad" quarter. Still can't believe it"
X Link 2023-05-29T00:42Z [----] followers, [--] engagements
"$SHEL.L https://splash247.com/stena-drilling-seals-long-term-ultra-deepwater-drillship-contract-with-shell/ https://splash247.com/stena-drilling-seals-long-term-ultra-deepwater-drillship-contract-with-shell/"
X Link 2023-05-31T10:38Z [----] followers, [---] engagements
"What the wise man does in the beginning the fool does in the end. $NVDA"
X Link 2023-06-01T08:38Z [----] followers, [--] engagements
"Contents of the megapost below. $VAL $RIG $COUR $BELA.AT $AVON.L $FTCH $W $DUOL $NFLX $RICK $VET.TO $AR $ASOS.L PHILOINVESTOR ANNOUNCEMENTS 1) Raising prices by 10% & will keep up with US CPI. 2) Applied for Twitter Blue and waiting for approval 3) Coming out with a megapost in the next few days that will update on most older pieces. 4) 20% special offer for the first year on annual PHILOINVESTOR ANNOUNCEMENTS 1) Raising prices by 10% & will keep up with US CPI. 2) Applied for Twitter Blue and waiting for approval 3) Coming out with a megapost in the next few days that will update on most"
X Link 2023-06-01T19:17Z [----] followers, [----] engagements
"Wait so $NVDA is at 100x earnings What happened last time:"
X Link 2023-06-01T22:22Z [----] followers, [--] engagements
"In today's paid-only post on Philoinvestor: -Why are people complaining about $VAL and their chartering strategy as well as capital allocation What's the deal with all that -Why are analysts so confused about Coursera and what's the deal with this "geography shift" Will they ever reach profitability What's the potential for $COUR -Why is Jumbo up 100% since I wrote about it and what's the potential going forward for $BELA.AT What do I think about the current valuation -What does the future look like for Avon Protection and what is the potential Will they ever unleash themselves from the"
X Link 2023-06-03T18:06Z [----] followers, [----] engagements
"Philo updates on $VAL $COUR $AVON.L $BELA.AT https://philoinvestor.substack.com/p/updates-and-review-megapost-part https://philoinvestor.substack.com/p/updates-and-review-megapost-part"
X Link 2023-06-05T11:24Z [----] followers, [---] engagements
"I'm going to buy a Vision Pro for my Airtag so I won't lose it. I mean not lose the Airtag $AAPL"
X Link 2023-06-05T18:47Z [----] followers, [--] engagements
"If $EPAM drops by another 50% please remind me so we can start having a closer look. Closed at $200ish today"
X Link 2023-06-05T22:48Z [----] followers, [--] engagements
"$NFLX @jamesbulltard7 Netflix will change behaviours slowly and steadily with these initiatives. Why $NFLX wants to monetise their content more - and they will do it no matter what. They will cry and complain but they will eventually pay up. The content aint gonna create itself will it @jamesbulltard7 Netflix will change behaviours slowly and steadily with these initiatives. Why $NFLX wants to monetise their content more - and they will do it no matter what. They will cry and complain but they will eventually pay up. The content aint gonna create itself will it"
X Link 2023-06-09T13:34Z [----] followers, [----] engagements
"@timber001 $AAPL I guess my $100 "in the cards for 2023" is coming true"
X Link 2023-06-09T19:15Z [----] followers, [--] engagements
"I explained why $NFLX had the most important advantage. Why against public opinion content and content libraries isn't enough to monetise. And how legacy streamers would get in trouble because of that and a few other reasons ๐ And much more (which all happened since then) So use this weekend to educate yourself a little bit. Thanks Philo ๐ฆ Reminder that my Netflix piece from [--] months ago is now removed from paywall on the newsletter. Go to the page and find it yourself ๐
๐ฆ $NFLX Reminder that my Netflix piece from [--] months ago is now removed from paywall on the newsletter. Go to the page"
X Link 2023-06-10T21:33Z [----] followers, [---] engagements
"@MadsCapital [--] years ago I was saying $AAPL would be the first co to reach [--] trilly in valuation no one cared"
X Link 2023-06-10T22:07Z [----] followers, [--] engagements
"Ok so we barely got [--] RTs from this but I'll release this post to prematurely celebrate our [----] followers ๐
You can find the post on the homepage. $VAL $AVON.L $COUR Thanks @KlendathuCap @IggyOnInvesting @CasinoCapital @CapitalCenovia @jmj_116 @Astervox42 @Stock_Inf0"
X Link 2023-06-11T21:00Z [----] followers, [--] engagements
"And never assume that a bigger account on FinTwit is a smarter/better account on FinTwit"
X Link 2023-06-13T10:17Z [----] followers, [----] engagements
"If you had $1000000 and wanted to create a portfolio of high dividend stocks what would you buy"
X Link 2023-06-14T06:35Z [----] followers, [----] engagements
"$SOFI looks so so scary. especially after the BTIG upgrade today LOL *BTIG says SoFi is a top pick in fintech and can surge more than 45% as student loan payments resume"
X Link 2023-06-14T15:41Z [----] followers, [---] engagements
"HOW TO LIVE OFF DIVIDENDS. Part #2 1) Go back to June 17th [----] 2) Have $9995 (the cost of one Apple Lisa computer in 1983) 3) Buy [-----] shares of $AAPL at 25cts a share. 4) Shares will be worth $7392850 today. 5) Get paid $38380.8 in dividends gross of taxes. 6) Live"
X Link 2023-06-15T20:19Z [----] followers, [--] engagements
"$ILMN Illumina's P/Sales ratio is down 60% since its peak in [----]. The stock is down 60% since then too. The company's CEO resigned earlier this week after Carl Icahn led a vote to oust current management. Carl didn't win the vote but De Souze resigned anyway But who"
X Link 2023-06-16T08:28Z [----] followers, [--] engagements
"@jamesbulltard7 But $3bln and $2bln of insider sales in the past [--] and [--] years respectively was great for $SNAP insiders"
X Link 2023-06-16T12:12Z [----] followers, [---] engagements
"Congratulations $AAPL for beating the Russell [----] in market capitalisation"
X Link 2023-06-16T12:16Z [----] followers, [--] engagements
"@Deezee1031 $AAPL isn't at peak earnings which by definition means it is still growing its bottom line. Knowing the company for 10+ years tells me that all its business lines can still grow. But the point of my post/tweet was more philosophical than specific to the company. Hence I go to"
X Link 2023-06-19T12:41Z [----] followers, [--] engagements
"@pba82820094 @Laz_Cap I've written about $VAL more than once"
X Link 2023-06-22T09:19Z [----] followers, [---] engagements
"Excerpt from my $NFLX piece: Why is distribution the key to this business If legacy streamers pivoting to DTC do not manage to ramp up enough subscribers and revenue to be able to sustain their cost structures and invest for new content they will face issues very fast"
X Link 2023-06-22T21:45Z [----] followers, [---] engagements
"Same crap from the new BOJ Governor.policy nornalisation on the cards looking at inflation and a lot of talk. Point is BOJ cant do much as debt/deficit is forcing their hand. Inflation at [--] or inflation at [--] is besides the point - point is real rates will remain -ve and"
X Link 2023-06-29T06:55Z [----] followers, [--] engagements
"@dmytro_petryna You see what you want to see. -- Massive political turmoil in all the countries I mentioned above. Intervention required by authorities etc. Loss in economic/consumer confidence. Bank failures. Extreme lack of political leadership. Current leaders are: Biden Sunak and"
X Link 2023-06-29T09:42Z [----] followers, [--] engagements
"@RichLightShed @BlueDuckCap @netflix Rich my piece on $NFLX from last May if you want to have a read. I touch upon the competitive environment in streaming media and give my perspective on Netflix advantages Vs "the others""
X Link 2023-06-29T21:26Z [--] followers, [---] engagements
"Denial is not a river in Egypt. "LOL""
X Link 2023-07-11T07:20Z [----] followers, [---] engagements
"@gldinvestor @agnostoxxx Indeed it's tempting adding weight constantly is also very tempting and that's why many have blown their backs. Sad to be honest. Many friends suffering"
X Link 2023-07-11T06:09Z [----] followers, [--] engagements
"I cannot stress the importance of reading and understanding this short essay that I published last month. It's a very important mental model to understand and have in your toolbox. FOR EXAMPLE: There are many a FinTwit pundit who seem to believe that because e.g. stocks $A $B"
X Link 2023-07-11T22:02Z [----] followers, [----] engagements
"A swell moment for $JPM to downgrade $CVNA. I am certain it wasn't on purpose to stop some shorts being squeezed or anything like that"
X Link 2023-07-13T12:08Z [----] followers, [--] engagements
"POSCO Holdings is unstoppable Up 100% in [--] months"
X Link 2023-07-25T12:53Z [----] followers, [---] engagements
"@rossiadam another 700mln in sales past [--] months. $MRNA"
X Link 2023-07-25T20:23Z [----] followers, [--] engagements
"If you had 1mln GBP in equity capital and wanted to engage in Property-related investments in the UK. Where would you start Would you go regional or central London Would you go pure residential or something else How much would you lever up"
X Link 2023-08-05T11:48Z [----] followers, [--] engagements
"Record quarter by Virtra. $VTSI $VTSI Virtra smashing it once again proving that the market is not efficient. Shares up 80% since the bottom two months ago. https://t.co/l9tfI4iIJ8 $VTSI Virtra smashing it once again proving that the market is not efficient. Shares up 80% since the bottom two months ago. https://t.co/l9tfI4iIJ8"
X Link 2023-08-14T20:15Z [----] followers, [----] engagements
"Imagine not selling your shares to this guy. $PARA"
X Link 2023-08-14T22:17Z [----] followers, [----] engagements
"Disney. Betting the farm and the path forward. ๐ฅ๐ช $DIS Really feels that management is betting the whole company on DTC not only achieving break-even but also hitting really good margins It is very hard to keep up with the content creation game when you aren't safely in the green. Especially with how Disney is right now ๐ Disney feels they are self-entitled to succeed but competition is not a joke. Disney raising their prices breaks the narrative that legacy media will kill $NFLX with their low prices and also shows that they don't have the distribution to compete in DTC right now. Whether"
X Link 2023-08-19T16:51Z [----] followers, [----] engagements
"And so it has. $MRNA at $101. @KlendathuCap can you provide us with one of those cool charts you make๐ซก"
X Link 2023-08-19T22:30Z [----] followers, [---] engagements
"$FTCH cutting the fat approx $150mln of it par annum 1) Laid off [---] people. 2) Reduce real estate footprint. 3) Cost for operation functions to be just 25% higher than [----] levels. 4) But order volumes 60% higher than [----] levels"
X Link 2023-08-19T23:49Z [----] followers, [----] engagements
"$MRNA I fear that those funds (that I previously mentioned) that have big positions in Moderna are gonna have serious problems. This looks scary no"
X Link 2023-08-20T07:45Z [----] followers, [----] engagements
"@OliverL63515084 @JayPeeGR There isn't enough cash generated now. What about in 2024+ How much will G&A reduce going forward while sales grow How much can the company earn going forward What's that worth to you Those are the questions you need to answer"
X Link 2023-08-20T09:38Z [----] followers, [---] engagements
"@SixSigmaCapital Absolutely path dependency is a massive layer in understanding the dynamics of social networks. $META $SNAP"
X Link 2023-08-21T12:39Z [----] followers, [--] engagements
"I see a lot of disagreement and arguing on the inflation protection concept and the difference between yields in Stocks Vs Bonds. This is not about Apple Inc This is about comparing APPLES to APPLES and not comparing apples to oranges. ๐๐ This is not about the past [--] months in Apple's business performance and where inflation is going month to month. This is about Real Assets Vs Fixed-Currency Assets. If my "Why stocks are not dropping" essay didn't do it for you check this one out: P.S. If talking about $AAPL gets you confused just use the yield to the S&P [---] or a basket of real estate"
X Link 2023-08-21T16:31Z [----] followers, [---] engagements
"But if you still don't get the difference in payoffs between these two types of assets here's a chart of Turkish Airlines and the Turkish Lira to really bring the point home. I see a lot of disagreement and arguing on the inflation protection concept and the difference between yields in Stocks Vs Bonds. This is not about Apple Inc This is about comparing APPLES to APPLES and not comparing apples to oranges. ๐๐ This is not about the past [--] I see a lot of disagreement and arguing on the inflation protection concept and the difference between yields in Stocks Vs Bonds. This is not about Apple"
X Link 2023-08-23T01:13Z [----] followers, [---] engagements
"@fundhunter_co They are REAL for sure you can touch them right But not real productive assets in the inflation sense - for me. So maybe they fall under "tangible" but not real in the non-nominal sense"
X Link 2023-08-23T11:52Z [----] followers, [--] engagements
"@Magnus12316 @politico We'll see what happens when CDU is first party and they need to form a coalition but realise spd and/or greens is an impossibility"
X Link 2023-08-28T12:22Z [----] followers, [---] engagements
"Athens remaining stupidly faithful to NATO and the West while Turkey playing both sides (because it makes sense to). Meanwhile NATO slapping Athens in the face while leaving Turkey unchallenged to all their violations. Isn't it Turkish jets illegally flying over the Aegean @NATO Isn't Greece a member of NATO Maybe we should just exit besides Russia is much closer. @kmitsotakis"
X Link 2023-08-31T03:36Z [----] followers, [---] engagements
""Using current prices and prevailing sentiment about companies to invest in their equity can be tremendously risky. Current prices cannot tell you where a business is going in [--] or [--] years." ๐ฆ"
X Link 2023-09-03T11:23Z [----] followers, [---] engagements
"@AncientSion Wasn't it these countries that were taking in the refugees gladly to protect them from the war Now they want to send them back for what Are the going to survive ๐คฆโ"
X Link 2023-09-04T21:51Z [----] followers, [--] engagements
"If the UK is serious about having fair and functioning capital markets the stamp duty has GOT TO GO. @RishiSunak Liquidity is draining up IPOs are inexistent companies are looking the other way. $FTSE You don't have a God-given right just because you are the UK you need to stay competitive. The number of daily trades on the LSE in the UK is steadily dropping. ๐๐ The stamp duty was a failure when it was introduced and it's a failure now"
X Link 2023-09-05T11:45Z [----] followers, [----] engagements
"Jumpstarting network effects. $BTC An old piece I wrote explaining the power of network effects and how to jumpstart them"
X Link 2023-09-05T17:10Z [----] followers, [---] engagements
"@AncientSion Exactly. Why does the market even move when analysts come out with ratings or comments How convenient to downgrade from $20 to $5 when it's at $2.80 ๐ $FTCH"
X Link 2023-09-07T09:03Z [----] followers, [---] engagements
"Klendathu @KlendathuCap and I @philoinvestor will be jumping on a spaces next week to chat about the broader media segment and current dynamics. RT and jump on $NFLX $DIS $PARA $CMCSA $CHTR $WBD"
X Link 2023-09-07T20:48Z [----] followers, [----] engagements
"Down 50% from then. $PARA"
X Link 2023-09-08T11:06Z [----] followers, [---] engagements
"Number of employees at state-owned enterprises (SOEs) in China at 60mln. $AAPL Are they included in the Chinese iPhone ban Let's see"
X Link 2023-09-08T15:45Z [----] followers, [---] engagements
"This makes me very very scared. $AAPL etc. *Apple-China concerns are creating a buying opportunity says Fundstrat's Tom Lee"
X Link 2023-09-08T16:54Z [----] followers, [----] engagements
"Why in the world would $AAPL buy $DIS ๐คฆโ"
X Link 2023-09-08T18:53Z [----] followers, [---] engagements
"But that's a different topic.There's probably a price point where even I would buy $DIS right But lets talk about the price now and the current issues and the debt and the anti-trust issues that could emerge. So as I said before -- Why in the world would $AAPL buy $DIS "Analysts have speculated about an Apple acquisition of Disney for years." $DIS had a valuation of much higher than even now hence wth"
X Link 2023-09-08T19:01Z [----] followers, [---] engagements
""I am so sorry to my world.There is so much potential for beauty and devastation.""
X Link 2023-09-09T21:30Z [----] followers, [---] engagements
"The beauty and devastation:"
X Link 2023-09-09T21:30Z [----] followers, [---] engagements
"Don't forget about the Spaces this Thursday with @KlendathuCap and @philoinvestor to chat about the media business and the current dynamics with $NFLX $AMZN $AAPL $WBD $DIS $PARA etc. Hint: This is a big theme"
X Link 2023-09-11T12:34Z [----] followers, [---] engagements
"How are things going in Covid Vaxx land๐คฆโ $MRNA $PFE Trying to revive the narrative and hence their share prices News flow past few weeks is disgusting. The Desperado Strategy at Moderna. $MRNA https://t.co/x0LKNMKzic The Desperado Strategy at Moderna. $MRNA https://t.co/x0LKNMKzic"
X Link 2023-09-11T12:49Z [----] followers, [---] engagements
"Pay him. Pay that man his money. $DIS $CHTR $DIS $CHTR Nearing Carriage Deal - CNBC $DIS $CHTR Nearing Carriage Deal - CNBC"
X Link 2023-09-11T14:16Z [----] followers, [----] engagements
"@Kakashi_Capital So true so true. @MorganStanley"
X Link 2023-09-11T23:23Z [----] followers, [--] engagements
"@Invesquotes Nah.I don't think so. Really tough to hold the iPhone (in general) for too long. Personally I am also prolonging my upgrade for personal carbon footprint reasons. We don't need a phone every [--] years"
X Link 2023-09-12T18:30Z [----] followers, [---] engagements
"$NFLX $DIS $PARA $WBD $CHTR $CMCSA $AMZN $AAPL Working (on all cylinders) for the next media-focused piece for Philoinvestor subscribers. -What is happening to Disney -What about all the other legacy streamers -Is the DTC pivot working Or are there existential issues"
X Link 2023-09-13T16:23Z [----] followers, [--] engagements
"Do you have your finger on the theme of OVER-REGULATION Could be on a specific industry/economic segment or at large. Do you have any ideas to share on this This is a big big theme. @FinEconGlobal @rossiadam @nyetjgoldblum et al"
X Link 2023-09-14T04:49Z [----] followers, [---] engagements
"And now after the UK the EU is jumping on the Fight China theme and pushing against Chinese EV imports. China warns of retaliation. EU cited subsidies as one of the reasons they are possibly applying tariffs.SUBSIDIES Who the EU. Nice one๐"
X Link 2023-09-14T06:53Z [----] followers, [---] engagements
"$NFLX etc. @KlendathuCap"
X Link 2023-09-14T19:28Z [----] followers, [--] engagements
"A [--] hours chat on Netflix Disney Legacy Media Broadband/Video Cable offerings Distributors Vs Content Creators Where the space is going to etc. $NFLX $DIS $PARA $CMCSA $CHTR $WBD BIG thanks to @KlendathuCap for jumping on and sharing his thoughts and also to @wabuffo @sagestrategy and @rossiadam and everyone else as well. The Netflix piece I mentioned can be found on Philoinvestor"
X Link 2023-09-14T20:11Z [----] followers, [---] engagements
"A [--] hours chat on Netflix Disney Legacy Media Broadband/Video Cable offerings Distributors Vs Content Creators Where the space is going to etc. $NFLX $DIS $PARA $CMCSA $CHTR $WBD BIG thanks to @KlendathuCap for jumping on and sharing his thoughts and also to @wabuffo @sagestrategy @TheFreeCashFlow @rossiadam and everyone else as well. The Netflix piece I mentioned can be found on Philoinvestor"
X Link 2023-09-14T20:13Z [----] followers, [----] engagements
"BY POPULAR DEMAND ๐ฆ @CDInewsletter @IslanderInvests @valueinvestorhq I will start working on the side on a piece that will give a short outline of [--] dividend paying stocks. If you have any recommendations or names in your radar already please feel free to reply below and I will have a look"
X Link 2023-09-15T10:58Z [----] followers, [---] engagements
"Going to write a free piece of one stock soon. Which one do you want it to be $AMZN $AAPL $GOOG $META @SheepTrades"
X Link 2023-09-15T14:15Z [----] followers, [--] engagements
"HOW TO LIVE OFF DIVIDENDS 1) Have a lot of money. 2) Buy dividend-paying stocks. 3) Live off dividends. In the next few days I will write more detailed HOW TOs for [--] [--] and [--]. ๐ฆ"
X Link 2023-09-15T22:24Z [----] followers, [----] engagements
"This is a Netflix world and we are all living in it. $NFLX $DIS $WBD $PARA $CHTR"
X Link 2023-09-16T19:02Z [----] followers, [----] engagements
"@ProvenReserves Wait weren't you bullish $RIG"
X Link 2023-09-16T23:02Z [----] followers, [--] engagements
"If you're interested in the Media space and these companies $NFLX $DIS $WBD $PARA $CHTR - find your way to Philoinvestor"
X Link 2023-09-18T07:49Z [----] followers, [---] engagements
"@ElliotDodson @ed_fin @TommyDeepwater @MarhelmData @SquirrelMacro Btw my piece on $VAL is also availabe still for anyone who wants to get a good picture of the company. Other pieces on $VAL and $RIG are paywall'd"
X Link 2023-09-18T07:55Z [----] followers, [---] engagements
"I can't believe Disney thought they would overcharge $CHTR (and cable in general) for lesser and lesser content to subsidise their losing DTC segment until they take everything to DTC and then dump Linear. LOL $DIS The more I look into this deal the more I can't believe it. Mickey went into the mouse trap with this DTC pivot thing. #MickeyMouse #mousetrap ๐ชค๐ชค๐ชค"
X Link 2023-09-18T10:58Z [----] followers, [---] engagements
"HOW TO LIVE OFF DIVIDENDS 1) Have a lot of money. 2) Buy dividend-paying stocks. 3) Live off dividends. In the next few days I will write more detailed HOW TOs for [--] [--] and [--]. ๐ฆ"
X Link 2023-09-18T12:18Z [----] followers, [---] engagements
"Doing anything to stop negotiations (again).since the start of this a clear objective was to disallow Ukraine from striking a deal with Russia. Why And that's why clown Boris visited Ukraine. What a farce. No one cares about the dead or displaced or suffering. No one has morality or doing good on his agenda - don't believe a word they say"
X Link 2023-09-20T12:07Z [----] followers, [----] engagements
"@Kakashi_Capital (if they drop) Lost you here"
X Link 2023-09-21T18:59Z [----] followers, [--] engagements
"@Johnie36149708 @ReturnsJourney Yeah like $NFLX right"
X Link 2023-09-22T07:35Z [----] followers, [--] engagements
"$NFLX $DIS $WBD $PARA $CHTR The pivot isn't pivoting. This is a massive theme with many years still in life-span. But I think people haven't completely grasped the significance of it"
X Link 2023-09-22T09:30Z [----] followers, [----] engagements
"Japan is the real life example that no matter how wealthy and productive you are no matter how many great brands and companies and corporate culture you have. If you burn more than you make you will eventually go bankrupt. Don't reply before you wrap your head around it"
X Link 2023-09-25T07:27Z [----] followers, [--] engagements
"@JoelMiller1337 @BradMunchen I haven't gone that deep - your statement though seems too generic. Are you saying Japan is not the best in the world at anything Even if maybe they were lucky in some things - now that they aren't lucky haven't they adjusted"
X Link 2023-09-25T12:13Z [----] followers, [--] engagements
"Do ALL you guys have a Revolut account"
X Link 2023-09-26T10:37Z [----] followers, [----] engagements
"@TenHagBaller @Wise Revolut barely has any prices๐ At least for what I am using it"
X Link 2023-09-26T18:24Z [----] followers, [--] engagements
"Oh nice very nice. Good job"
X Link 2023-09-27T10:55Z [----] followers, [---] engagements
"We know why the US yield curve is behaving as it is. But why is the German yield curve behaving as it is German CPI still up there"
X Link 2023-09-27T13:18Z [----] followers, [---] engagements
"We're screwed ๐คฆโ๐คฆโ๐คฆโ #therewillnotbeacreditevent"
X Link 2023-09-27T20:16Z [----] followers, [---] engagements
"100 minute Spaces on Oil and Macro. I cut them short now for everyone tuning in later when driving etc. Thanks to @IlliniProgrammr @AhmedBa44329064 @WhiteTundraSG as always for their knowledge and thoughts. We spoke about first demand/supply imbalances in crude oil production"
X Link 2023-09-28T06:23Z [----] followers, [--] engagements
"The US yield curve is showing you what a run from the dollar looks like even while the $DXY is up"
X Link 2023-09-28T13:53Z [----] followers, [---] engagements
"Someone told me late days of Dec [----] that the Short $JPY trade was my worst call. How 'bout dem apples ๐๐๐"
X Link 2023-09-28T14:03Z [----] followers, [--] engagements
"A thread on the BOJ and the $JPY"
X Link 2023-09-28T14:04Z [----] followers, [---] engagements
"Part #2 of This is a Netflix World coming up on Philoinvestor. Part #1 includes free content on $NFLX ๐ฏ๐ฆ"
X Link 2023-09-30T06:44Z [----] followers, [--] engagements
"Intervention is cOmInG ๐ค๐ฃ๐ฃ $USD $JPY"
X Link 2023-10-02T08:04Z [----] followers, [---] engagements
"@levandovsky Cut by half ๐"
X Link 2023-10-02T20:13Z [----] followers, [--] engagements
"Quote from the next piece coming up on Philoinvestor. $DIS Media and content creators are indeed creators of culture but they seem to believe they can tell their fanbase what to believe think and vote. They have forgotten that its the people that ultimately make all the decisions and they people can take you down"
X Link 2023-10-02T20:34Z [----] followers, [---] engagements
"@KlendathuCap And I don't even understand why $DIS would allow politics to infiltrate the company so much.and to the blatant detriment of profit. End of day who owns that company"
X Link 2023-10-02T21:33Z [----] followers, [---] engagements
"$DIS $WBD $PARA $NFLX"
X Link 2023-10-03T13:49Z [----] followers, 26.8K engagements
"Part #2 of Netflix world: Chopping up Mickey Mouse ๐ชค by @philoinvestor $NFLX $DIS $WBD $PARA"
X Link 2023-10-03T14:31Z [----] followers, [---] engagements
"UBS coming out with a bullish note on $ASC.L - nodding to the company's progress on its turnaround plan"
X Link 2023-10-04T13:26Z [----] followers, [---] engagements
"Don't miss Part #2 of Netflix World on Philoinvestor. $NFLX $DIS $WBD $PARA Part #2 of Netflix world: Chopping up Mickey Mouse ๐ชค by @philoinvestor $NFLX $DIS $WBD $PARA https://t.co/fj2T5zcZvU Part #2 of Netflix world: Chopping up Mickey Mouse ๐ชค by @philoinvestor $NFLX $DIS $WBD $PARA https://t.co/fj2T5zcZvU"
X Link 2023-10-04T14:17Z [----] followers, [---] engagements
"Risk/Reward to be short $JPY here is kind of not to my fancy especially due to a lack of solid technical formation after such a long trend. I closed my position after a long long time and will look for more tactical areas to re-establish. Note: Carry trade is sweet on this one"
X Link 2023-10-05T19:26Z [----] followers, [---] engagements
"Constructive on short-term blow off top on US government bond yields massive move since early summer. Expect a respite of yields and we re-assess where things can go from there after. cc: @KlendathuCap"
X Link 2023-10-05T19:32Z [----] followers, [---] engagements
"Does anyone else have problems contacting Interactive Brokers support these days Not getting responses to my web tickets and could never get hold of them in Chat @IBKR"
X Link 2023-10-05T20:06Z [----] followers, [---] engagements
"I have only two explanations for this post-dump rally: 1) @agnostoxxx went all in 2) People went back to doing what they did before Thoughts"
X Link 2023-10-06T18:56Z [----] followers, [----] engagements
"The big wildcard is Hezbollah. The screenshot below is from a tweet I read weeks ago and decided to save. This is where some put Lebanon and Hezbollah. Let's see if they are right"
X Link 2023-10-28T16:03Z [----] followers, [----] engagements
"As announced previously moving more content on Substack Chat. Media saying $ASC.L in talks to sell Topshop brands to major US company. Will offer my thoughts on that on Substack Chat in a bit jump on"
X Link 2023-10-29T17:49Z [----] followers, [---] engagements
"This is the best time to be an equity investor. If you're not cut out for this life feel free to be on your way. People who say it cannot be done should not interrupt those who are doing it Bernard Shaw"
X Link 2023-11-02T10:22Z [----] followers, [---] engagements
"Rumours on $ASC.L First that they had a buyout offer from an Alibaba-backed Turkish retailer [--] year ego. Second that they are considering selling Topshop brands etc. bought from Arcadia. Third now that "Shein has formally registered" interest for Topshop. Company has not commented on anything - getting annoying"
X Link 2023-11-07T13:34Z [----] followers, [---] engagements
"$WBD $NFLX $DIS $PARA Their CEO commented that the media industry is experiencing generational disruption. .NO SHIT h/t @KlendathuCap Philoinvestors know I've been publishing a lot of content on this theme. Links in bio"
X Link 2023-11-08T21:04Z [----] followers, [----] engagements
"Been following the events in the Middle East very closely for the past month. Seems Jenin Camp in the West Bank is really warming up these days. IED devices blowing up gunmen targeting Israeli forces.all hell could break loose over there too"
X Link 2023-11-09T13:38Z [----] followers, [---] engagements
"Content does really compound over time. Getting a steady flow of new readers/subscribers on Philoinvestor without spending much time on FinTwit anymore (as many of you have observed) I guess after you hit some levels of critical mass and ramp up it is much easier to get flow. After people start to talk about you and mention you growth is incredibly easier. I haven't used the Recommendations feature much the past year or so only recommending a very small # of newsletters as I think there are strict limitations to the feature. Albeit I am extremely grateful to those that recommend me and have"
X Link 2023-11-14T12:03Z [----] followers, [----] engagements
"๐ฆ๐บ Don't forget that if you're investing in any media company $DIS $NFLX $PARA $WBD $CHTR $CMCSA etc. your best place to get great context are the Philoinvestor pieces on the media thematic. Starting from last year's $NFLX piece (remove from paywall) and moving to this year's multi-part series. Links in bio etc"
X Link 2023-11-16T10:13Z [----] followers, [----] engagements
"What do you think $DIS is worth What do you think they can do "BOB IGER IS A GREAT LEADER" Stupid [--] value interview"
X Link 2023-11-16T12:21Z [----] followers, [---] engagements
"Thread from a year ago on media. $DIS $NFLX $PARA $WBD"
X Link 2023-11-18T15:44Z [----] followers, [---] engagements
"$ASC.L Frasers buying up ASOS bit by bit 16.4% of actual shares now owned by the Group"
X Link 2023-11-21T12:02Z [----] followers, [----] engagements
"Part #3 of Netflix world: ESPN and restructuring Disney by @philoinvestor"
X Link 2023-11-21T17:29Z [----] followers, [---] engagements
"Part #3 of the media thematic. $NFLX $DIS $WBD $PARA You CANNOT miss this series. The three parts together provide great context on what is happening in the space how things are changing above and below the surface and provides great insight into where the space is going - and what I think about it. Even if you aren't engaged in the space you will be able to draw parallels from the dynamics to other sectors that you are active in. Yes this is how important I think this is"
X Link 2023-11-21T17:31Z [----] followers, [----] engagements
"Bob Iger has left the chat. H/t @KlendathuCap"
X Link 2023-11-22T16:59Z [----] followers, [---] engagements
"THIS IS A NETFLIX WORLD $NFLX ๐ฆ๐บ As a sequel to the May [----] piece on the setup for Netflix and basically calling the bottom of the "Ackman dump" - I decided to write a bigger series on the media thematic. The series came out in three parts. I revise them below ๐งต๐"
X Link 2023-11-22T18:24Z [----] followers, [---] engagements
"In Part #1 I set to analyse the big picture trends and dynamics shaping the whole space. I find the list below tremendously important (and interesting) on dozens of companies out there. I also touched upon the recent $DIS - $CHTR deal and its broader implications"
X Link 2023-11-22T18:24Z [----] followers, [--] engagements
"I wrote some words about sovereign bond yields and they way forward on Substack chat"
X Link 2023-11-22T20:32Z [----] followers, [---] engagements
"I've also been tracking the rise and rise of the AfD concurrently with the fall and fall of the hopeless traffic light coalition. ๐๐"
X Link 2023-11-22T22:21Z [----] followers, [---] engagements
"Also "Is the Euro here to stay" a piece on broader EU politics and where the Union is going. A Top [--] Philoinvestor read. Link in bio as well. $EUR"
X Link 2023-11-22T22:25Z [----] followers, [---] engagements
"$NFLX is only up 150% since Ackman dumped and I wrote about it on Philoinvestor.and you lucky bastard can read all about it for free ๐ฆ The 3-part series on $DIS and legacy media has also been published"
X Link 2023-11-23T09:13Z [----] followers, [----] engagements
"I keep getting followed by bots. It's getting worse and worse. I thought we started paying a subscription to clean this platform up Maybe it was worth $4bln and not $44bln. Thankfully I see some solid accounts following me so if you're reading this - feel free to reach out ๐ฆ"
X Link 2023-11-23T18:39Z [----] followers, [---] engagements
"Interested in $NFLX $WBD $DIS $PARA and the broader media thematic Find your way around it here:"
X Link 2023-11-24T09:48Z [----] followers, [---] engagements
"What does $DIS management need to do to turn the ship and give Disney a fighting chance I gave my thoughts in the last few pieces on Philoinvestor"
X Link 2023-11-25T16:19Z [----] followers, [---] engagements
"Coming up on Philoinvestor๐ฆ After having one auto stock acquired in [----] and another in [----] the next post on Philoinvestor will be about a company in the auto space which I believe is 1) deeply undervalued and 2) could also be bought out one day"
X Link 2023-11-26T21:26Z [----] followers, [---] engagements
"@rossiadam He's really good. He has great skits on youtube"
X Link 2023-11-26T21:50Z [----] followers, [--] engagements
"$DIS "I believe Apple could easily cough up billions to help in signing sports rights deals (the NBA one is coming up) while using the massive Apple ecosystem to help ESPN with distribution. This could be a first step for a closer partnership between Disney & Apple potentially even bringing more Disney content on Apple TV+ down the line. For the moment Iger is dragging his feet focusing on stabilising DTC losses and Linear TV before making the big step for ESPN. He has said [----] is the year ESPN will go OTT but he doesnt sound committed.""
X Link 2023-11-27T00:07Z [----] followers, [---] engagements
"In the last "This is a $NFLX World" piece on ๐ฆI laid out the path for Disney going forward and what in my view it should do. $DIS Excerpt:"
X Link 2023-11-27T11:09Z [----] followers, [---] engagements
"@MadsCapital Can't find the filing"
X Link 2023-11-27T22:54Z [----] followers, [--] engagements
"Can the ECB stop bond purchases (QE) Not so simple"
X Link 2023-11-28T11:54Z [----] followers, [---] engagements
"I like this one too $EUR"
X Link 2023-11-28T11:58Z [----] followers, [---] engagements
"@BlueDuckCap Imagine my shock ๐ @KlendathuCap"
X Link 2023-11-29T19:38Z [----] followers, [--] engagements
"A thread on German Sovereign Finances German Debt/GDP% chart below. Debt spiked after the [----] GFC and went back down under Merkel's rule. But since her departure and the rise of "new-politics" political parties the debt is spiking with no rhetoric for reining it in"
X Link 2023-12-01T05:46Z [----] followers, [---] engagements
"2/ There's a crisis developing in Germany currently as older DEBT RULES don't allow the government to run a deficit higher than a given point. The federal states can only spend what they make (tax revenues etc.) but the federal GOVT can spend an additional 0.35% of GDP"
X Link 2023-12-01T05:46Z [----] followers, [--] engagements
"No shock on $PFE move. $MRNA still rich here. Down 50% since I wrote about it:"
X Link 2023-12-01T21:15Z [----] followers, [---] engagements
"$GLD down 2.25% "Let them eat cake.""
X Link 2023-12-04T15:34Z [----] followers, [---] engagements
"@qcapital2020 For sure multiple expansion was probably because of the QE bull-market"
X Link 2023-12-04T18:45Z [----] followers, [--] engagements
"Crude is fading the 3-4 month rally and approaching previous lows. Always interesting when crude drops. Also interesting how tied oil is with govt bond yields"
X Link 2023-12-06T17:02Z [----] followers, [---] engagements
"Your favorite movie is"
X Link 2023-12-08T17:34Z [----] followers, [---] engagements
"Where are all my uranium heads Was I wrong here How do you prefer to speculate on Uranium"
X Link 2023-12-09T08:59Z [----] followers, [---] engagements
"No shock with the $JPY rally as market lost momentum and figures signalled a continuation of the "disinflation" trend. While the BOJ tried to push the narrative that their near-zero policy is ending.so carry trades reversed. But could someone smarter than me explain how the BOJ can indeed start hiking rates and close the differential between Yen and Usd (sustainably) ๐คฆโ"
X Link 2023-12-09T09:17Z [----] followers, [---] engagements
"Best place to move to within Europe"
X Link 2023-12-09T09:26Z [----] followers, [----] engagements
"@NicoGladia Sure but from your perspective Rough answer I won't sue if it doesn't work out"
X Link 2023-12-09T10:22Z [----] followers, [---] engagements
"@CrusoniaC @joelbasson Feeling CPH indeed could live there. Netherlands not really"
X Link 2023-12-09T13:24Z [----] followers, [---] engagements
"@joelbasson @CrusoniaC Come on that bad"
X Link 2023-12-09T22:44Z [----] followers, [--] engagements
"@AlexTheo88 @DaBao_ Noted with thanks. Is this in Lisbon or generally"
X Link 2023-12-10T14:12Z [----] followers, [--] engagements
"Do you have to pay capital gains taxes on your personal account (Select truest response) none less than 20% above 30% up to 30% none less than 20% above 30% up to 30%"
X Link 2023-12-10T19:31Z [----] followers, [----] engagements
"A Good Year was my favorite when I was at Uni and for years after watched it too many times. The Terminal is an incredible movie never gets old. The Tourist is incredible"
X Link 2023-12-10T20:19Z [----] followers, [----] engagements
"@NicoGladia That was the idea I had indeed but then I was hearing of too many Swiss-based families trying to create structures to avoid tax so I thought it was to avoid capital gains. Guess not. Will now have to search what professional securities dealer constitutes"
X Link 2023-12-11T08:20Z [----] followers, [--] engagements
"Good punch or no ๐โฝ"
X Link 2023-12-12T08:39Z [----] followers, [---] engagements
"Turkish football team president: "Float like a butterfly sting like a bee.""
X Link 2023-12-12T08:40Z [----] followers, [--] engagements
"$MRNA still has a $30bln market cap. ๐คฎ๐๐๐ฅผ"
X Link 2023-12-13T12:17Z [----] followers, [---] engagements
"Leaving this here. Will revisit. $FTCH"
X Link 2023-12-13T22:19Z [----] followers, [----] engagements
"@nboyan1 The things you are saying are contradictory"
X Link 2023-12-14T11:42Z [----] followers, [--] engagements
"And worse. $FTCH "A strategy aimed at avoiding the discounts that 3rd party retailers like Farfetch rely on to attract buyers." Incredible๐คฆโ"
X Link 2023-12-14T12:04Z [----] followers, [----] engagements
"Reckless move to consider this but no shock here. $WBD $PARA $DIS $NFLX $CMCSA Legacy media is fast realising that their pivot to DTC move wasn't so wise. After starting to cut down on content creation and to start raising prices for their Streaming offerings bit by bit. They are now looking for ways to cut costs further and attain critical mass. But a deal of this magnitude would create endless complexities and confusion potentially making the result even worse down the line. Too much debt too much linear TV too much content and a lost business model that is being attacked from all sides ="
X Link 2023-12-23T08:01Z [----] followers, [----] engagements
"Breakout by Philo. Links in bio"
X Link 2023-12-26T08:11Z [----] followers, [----] engagements
"$DUOL Duolingo casually smashing it. ๐ฆ"
X Link 2023-12-27T08:01Z [----] followers, [---] engagements
"@ALikhodedov Wrote it for anyone reading because they wouldn't get it ๐ Happy holidays $FTCH ๐คฆโ"
X Link 2023-12-30T15:18Z [----] followers, [---] engagements
"@NOTFOMO They should be in insolvency to enter pre-pack administration. We need to see the report from the insolvency practitioner"
X Link 2023-12-30T15:40Z [--] followers, [--] engagements
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