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@rhysdiab Avatar @rhysdiab Rhys Diab

Rhys Diab posts on X about $csl, balance sheet, $jbh, $cslax the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Followers: XXX #

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Social category influence finance stocks cryptocurrencies technology brands currencies countries

Social topic influence $csl #7, balance sheet #524, $jbh #2, $cslax #2, $gqgax #3, $jbhax #9, $jinax #1, $tlcax #1, $gqg #4, debt #2047

Top assets mentioned Carlisle Companies, Inc. (CSL) Wownero (WOW) Reality Metaverse (RMV) Amazon.com, Inc. (AMZN) SOMESING (SSG) UnitedHealth Group (UNH) Alphabet Inc Class A (GOOGL) Crocs, Inc. (CROX) Hydranet (HDN)

Top Social Posts #

Top posts by engagements in the last XX hours

"$JIN.AX starting to look interesting here. Founder led net cash balance sheet and under 15x forward earnings. Fee to $TLC.AX has topped out at XXXX% and is fixed for the next X years. So they won't have the headwind of rising fees on sales. And you have to imagine we're due for a big jackpot as it's been a while. Only thing I don't like is the uncertainty around their future post FY30 with $TLC.AX. You'd have to imagine $TLC.AX will take a bigger cut but how much XX% 20%"
X Link @rhysdiab 2025-10-14T05:36Z XXX followers, 4359 engagements

"$WOW $WOW.AX I dont own but Woolworths is trading at the cheapest multiple of sales in a decade"
X Link @rhysdiab 2025-09-02T09:11Z XXX followers, 1226 engagements

"@finphysnerd You could also pick up the UK $RMV if you like realestate platforms. - 24x forward earnings - net cash balance sheet - Captures XX% of online property searches in the UK"
X Link @rhysdiab 2025-09-19T22:54Z XXX followers, XXX engagements

"The thing I find a little puzzling is all the people that think $JBH which has tripled EPS over the last decade is wildly overvalued at XX p/e but have no problem with $CSL $CSL.ax which has only doubled EPS over the same period at XX p/e"
X Link @rhysdiab 2025-01-22T01:53Z XXX followers, 4695 engagements

"@Nobody_But_M3 I saw someone posting that they were picking up distressed fartcoins yesterday and it cracked me up 😂"
X Link @rhysdiab 2025-10-12T21:29Z XXX followers, XX engagements

"If I had to alter our political system Id make it that every government had a scorecard that was the median rent to median after tax income. If that ratio increased by a certain amount the government in power is automatically removed. Thatll fix the housing crisis real quick"
X Link @rhysdiab 2025-10-06T05:01Z XXX followers, XXX engagements

"Robert Milner must be really bullish on New Hope. Hes buying shares for 100x the market price Either that or someone made an error filling out the paperwork. $NHC $NHC.AX"
X Link @rhysdiab 2025-09-26T03:20Z XXX followers, 1321 engagements

"$JIN.AX just made a big acquisition in the UK. Diversifies their business and the price looks reasonable 6.5EV/EBITDA. Very timely"
X Link @rhysdiab 2025-10-14T23:03Z XXX followers, 1580 engagements

"$YAL $YAL.AX Board of directors to the CEO: You see my shareholders have been most vocal on the subject of the divi. "Where is the divi" "When are you going to pay the divi" "Why aren't you paying the divi now" And so on"
X Link @rhysdiab 2025-01-16T04:52Z XXX followers, 6040 engagements

"Every buy thesis on $AMZN Ive read is some variation of It hasnt gone up like the other ones Very few break out the individual businesses and try to value them"
X Link @rhysdiab 2025-10-14T20:43Z XXX followers, XXX engagements

"$GQG $GQG.AX Not only did FUM not go down as feared due to their investments in Adani companies but is actually up. Gone from 159.4B Oct XX to 161.5B on Dec X. Not bad for a company trading on a circa XX% dividend yield"
X Link @rhysdiab 2024-12-09T21:58Z XXX followers, XXX engagements

"$SSG $SSG.AX Good result from Shaver Shop in a tough environment. Very well managed little company"
X Link @rhysdiab 2025-08-24T22:54Z XXX followers, XXX engagements

"In market crashes I always seem to end up back in Australian stocks. The AUD tends to crash against every other currency when the market sells off making ASX listed companies more attractive"
X Link @rhysdiab 2025-10-11T01:54Z XXX followers, XXX engagements

"What $CSL really needs to turn the ship around is to be investigated by the DOJ. Worked for $UNH and $GOOGL"
X Link @rhysdiab 2025-09-16T02:29Z XXX followers, 1219 engagements

"For those worried about missing out on $JBH $JBH.AX dont worry. Every few years the market turns on it and youll be able to pick it up under 10x earnings. 2019 - Amazon was coming to Australia and going to destroy them 2022-2023 - Higher interest rates were going to destroy them. Just be patient. As soon as the stock price starts heading south almost everyone who agrees its a great company will turn on it and youll get your opportunity"
X Link @rhysdiab 2025-08-11T05:28Z XXX followers, XXX engagements

"@LouisDooley Agree. And it doesnt overextend their balance sheet. They use up their net cash but stop short of going net debt and pay the rest through small issue of shares and earn out"
X Link @rhysdiab 2025-10-15T00:11Z XXX followers, XX engagements

"$JBH $JBH.AX now trades on a higher multiple than $CSL $CSL.AX. Never thought Id see the day"
X Link @rhysdiab 2025-08-20T00:52Z XXX followers, 5543 engagements

"$JBH $JBH.AX to $CSL $CSL.AX"
X Link @rhysdiab 2025-08-20T01:30Z XXX followers, 1208 engagements

"$GQG $GQG.AX Somehow managed to grow FUM through march. April will be tougher but still outstanding result"
X Link @rhysdiab 2025-04-08T22:34Z XXX followers, 1104 engagements

"$REH $REH.AX why announce youre buying back shares at a higher price than the current market price Is there some advantage to this Im not seeing Why not buy on market in the 10s instead of 11-13"
X Link @rhysdiab 2025-09-22T00:05Z XXX followers, XXX engagements

"I really want to like $CROX. Such a huge XX% buyback yield. But quite a debt hangover from purchase of HeyDude. And Id feel more comfortable if they had a better operating performance pre COVID"
X Link @rhysdiab 2025-10-10T02:39Z XXX followers, XXX engagements

"$ACL $ACL.AX starting to look interesting. Trading at 7x forward EV/EBIT on what looks to be depressed earnings. The pathology market and GP attendance has been much lower than normal since Covid which has depressed earnings. I prefer it over $SHL.AX due to cheaper valuation less leverage and dividends fully franked. Operating margins are also similar between the 2"
X Link @rhysdiab 2025-09-30T00:44Z XXX followers, XXX engagements

"I might be interested in $CSL $CSL.AX at $XXX when everyone agrees it has no moat anymore"
X Link @rhysdiab 2025-09-16T01:45Z XXX followers, 1169 engagements

"@blackswan2023 I dont think you need it to eventuate at the current valuation"
X Link @rhysdiab 2025-10-09T12:31Z XXX followers, XXX engagements

"$ GQG $GQG.AX up today despite some worries about outflows"
X Link @rhysdiab 2025-09-11T02:29Z XXX followers, XXX engagements

"@mondyinvest Great thread. I largely agree with everything. I didn't talk about the SaaS segment because agree it's ramping up slow outside of internally using it for $TLC ticket sales"
X Link @rhysdiab 2025-10-14T05:51Z XXX followers, XXX engagements

"Is it really reporting season on the ASX without a $CSL miss It's becoming a tradition"
X Link @rhysdiab 2025-08-19T02:12Z XXX followers, 2099 engagements

"@QualityInvest5 What do you think of the balance sheet. Looks quite levered to me"
X Link @rhysdiab 2025-10-12T20:04Z XXX followers, XXX engagements

"$HMC.AX is now trading below the book value of its co-investments. So youre getting the asset management businesses which includes sticky property management fees for free. Even if David Di Pilla never pulls another rabbit out of his hat by creating a new fund and earns no performances fees on existing funds its hard not to do well from here. Also hes been buying millions in stock on market well above current price"
X Link @rhysdiab 2025-10-09T07:58Z XXX followers, 4347 engagements

"@DerekFranc90653 Agree their business model is a little questionable from an ethics standpoint. There is a lack of alignment between their interest and the interest of the shareholders of their satellites. Not unlike others like charter hall"
X Link @rhysdiab 2025-10-10T00:33Z XXX followers, XX engagements

"@Simranbtc They have stakes in the REITs $HCW $HDN $DGT and some of their private funds that are worth at book more than current market cap"
X Link @rhysdiab 2025-10-09T20:44Z XXX followers, XXX engagements