@vanckzhu Avatar @vanckzhu Vanck

Vanck posts on X about japan, $cmp, ai, $googl the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 18.49% finance 17.81% countries 7.53% technology brands 6.16% cryptocurrencies 3.42% travel destinations 2.05% luxury brands 1.37% social networks 0.68% currencies 0.68% fashion brands 0.68%

Social topic influence japan 6.85%, $cmp #6, ai 4.11%, $googl #3076, money 2.74%, bitcoin 2.05%, software #1062, $mcem 1.37%, $pypl 1.37%, close 1.37%

Top accounts mentioned or mentioned by @stokedonwaves @ron284ron @atelicinvest @anotherbearcap @theotheraharon @blondesnmoney @grok @bizalmanac @aureliusltd28 @310value @leylakuni @citrini7 @ceostockwatcher @compoundpapi @valuedrift @jnconkle @gezzogero @ryenotberben @kingdomcapadv @davidein

Top assets mentioned Compass Minerals International, Inc. (CMP) Alphabet Inc Class A (GOOGL) Bitcoin (BTC) PayPal Holdings Inc (PYPL) BlackBerry Limited (BB) United Parcel Service, Inc. (UPS) American Eagle Outfitters (AEO) Booz Allen Hamilton Holding, Corp. (BAH) Zoom Video Communications Inc (ZM) Factset Research Systems, Inc. (FDS) Thermo Fisher Scientific Inc. (TMO) Chime Financial, Inc (CHYM) Ethereum (ETH) Metadium (META) S&P Global Inc (SPGI) Fair Isaac, Corp. (FICO) Fartcoin (FARTCOIN) Brighthouse Financial, Inc. (BHF) Morgan Stanley (MS) Landstar System Inc (LSTR) Old Dominion Freight Line Inc (ODFL) ArcBest Corporation (ARCB)

Top Social Posts

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

"Looks like salt volume guides increasing 2% vs prior guide not as much flow through to EBITDA but some. Roughly $220M ebitda $120M ebitda-capex. Idk what thats worth Morton salt sold for 12.5x ebitda. At 10x ebitda this should be around 40% higher I hold $cmp"
X Link 2026-02-04T22:49Z [----] followers, [---] engagements

"@Ron284Ron Whats going on with the monarchy $mcem"
X Link 2025-12-09T20:10Z [----] followers, [---] engagements

"$cmp and $mcem joining the party too 🎊"
X Link 2026-01-06T18:29Z [----] followers, [----] engagements

"$bah hit didnt quite expect that one coming Bought some $pypl. Not expensive and maybe theres a chance for some AI commerce magic"
X Link 2026-01-28T03:14Z [----] followers, [----] engagements

"@TheLongHappy Default risk If its like Argentina cant make it a decade without a sovereign default"
X Link 2026-01-30T07:43Z [----] followers, [---] engagements

"$cmp earnings in two days. Earliest calendar day its ever been for their 4Q earnings release"
X Link 2026-02-03T01:00Z [----] followers, [---] engagements

"Added a couple more shares speculatively. Used to think good news is baked in but lets see here"
X Link 2026-02-03T01:01Z [----] followers, [---] engagements

"@taobanker $opra or $zm if were playing here"
X Link 2026-02-03T02:02Z [----] followers, [---] engagements

"@310Value @LeylaKuni Thatd be my guess"
X Link 2026-02-03T17:24Z [----] followers, [---] engagements

"Back in boring world $esq raises its dividend"
X Link 2026-02-03T20:15Z [----] followers, [---] engagements

"Most people are worrying about how AI is going to impact SaaS I am trying to sell exactly enough shares of this illiquid nanocap to hit [--] daily volume on the dot Apologies #NotTheSame"
X Link 2026-02-04T17:57Z [----] followers, [---] engagements

"Think $cmp report looks solid. Studying it further"
X Link 2026-02-04T22:39Z [----] followers, [---] engagements

"Why do I feel like its me and one or two others holding this lmao"
X Link 2026-02-05T00:35Z [----] followers, [---] engagements

"Not quite the reaction I was expecting $cmp"
X Link 2026-02-05T14:48Z [----] followers, [---] engagements

"$csu.to up today. Intriguing"
X Link 2026-02-05T16:55Z [----] followers, [---] engagements

"Just learnt what its like owning SaaS courtesy of that $cmp move today 🤝"
X Link 2026-02-05T22:01Z [----] followers, [---] engagements

"@TheBenSchmark"
X Link 2026-02-06T16:35Z [----] followers, [---] engagements

"@atelicinvest We a buyer of $fds I dont hate it"
X Link 2026-02-06T16:36Z [----] followers, [---] engagements

"@iBladesi I bought $tmo at $420 and sold it too soon. Great number to buy at. Only ones I like more have a lot of 8s in them"
X Link 2026-02-09T18:51Z [----] followers, [---] engagements

"Did the @Mr_Neutral_Man walk of properties Im interested in owning. Trying not to repeat my NYRT experience. $8841.T this go around"
X Link 2025-11-15T10:56Z [----] followers, [----] engagements

"Moment of weakness this morning $chym"
X Link 2026-02-03T13:56Z [----] followers, [----] engagements

"Im probably nuts. But Im thinking about buying some bitcoin. Just thinking"
X Link 2026-02-05T22:06Z [----] followers, [----] engagements

"RT @Citrini7: I have not shied away from buying scary dips. Buying tech in [----] was scary as were banks after SVB. I bought plenty of stoc"
X Link 2026-02-06T04:49Z [----] followers, [--] engagements

"I uh dont think were done whipsawing but tbd on direction"
X Link 2026-02-06T18:10Z [----] followers, [---] engagements

"I forgot the us govt already has bitcoin U.S. BITCOIN RESERVE LOSSES NEAR $5B AFTER CRYPTO CRASH The U.S. governments strategic Bitcoin reserve has lost nearly $5 billion in value since its creation last year as Bitcoin has fallen 45% from its peak. The reserve initially valued at about $18.5 billion is now worth U.S. BITCOIN RESERVE LOSSES NEAR $5B AFTER CRYPTO CRASH The U.S. governments strategic Bitcoin reserve has lost nearly $5 billion in value since its creation last year as Bitcoin has fallen 45% from its peak. The reserve initially valued at about $18.5 billion is now worth"
X Link 2026-02-06T18:46Z [----] followers, [---] engagements

"Heads shoulders knees and toes"
X Link 2026-02-06T18:52Z [----] followers, [---] engagements

"Skiing was not the play this weekend"
X Link 2026-02-09T16:21Z [----] followers, [---] engagements

"This Goldman warning on the software slump might go on for longer is good but takes it a bit too far. Newspapers were very complacent when they were disrupted by Google et al SaaS isnt nearly as complacent. Im still evaluating an entry"
X Link 2026-02-09T17:05Z [----] followers, [----] engagements

"https://finance.yahoo.com/news/us-software-stocks-stabilize-bruising-121536263.html https://finance.yahoo.com/news/us-software-stocks-stabilize-bruising-121536263.html"
X Link 2026-02-09T17:05Z [----] followers, [---] engagements

"I also really like doing comparisons like these building these mental frameworks help me react faster to sudden paradigm shifts"
X Link 2026-02-09T17:06Z [----] followers, [---] engagements

"Super excited for AI to finally rid us of all our software run on COBOL"
X Link 2026-02-09T17:35Z [----] followers, [---] engagements

"@CEOStockWatcher This just buy vs sells"
X Link 2026-02-15T14:49Z [----] followers, [--] engagements

"RT @BuysideAIreview: The "why does Bloomberg need to exist" argument comes up every few weeks it seems like and I want to give people a cre"
X Link 2026-02-15T14:51Z [----] followers, [--] engagements

"Mental model is that AI is best at summarization. Itll get you to close to the pinnacle of knowledge publicly available and offer some ability to reason Anyone with pushback please lmk. My understanding is from asking Gemini (lol)"
X Link 2026-02-15T14:54Z [----] followers, [----] engagements

"Indifferent to somewhat negative again based on commentary of big proponents. Though this reminds me of the beginning of religions a little so probably just monitoring cryptocurrency for a while. If we see major liquidations I may try speculating then"
X Link 2026-02-15T15:15Z [----] followers, [---] engagements

"Would only buy/sell bitcoin also. Maybe ethereum. Playing sentiment and such Im not well versed or comfortable enough to play any alts"
X Link 2026-02-15T15:16Z [----] followers, [---] engagements

"@anotherbearcap @atelicinvest Yeah good enough for me too so far this will be a stepwise platform change prob bigger than mobile something along the lines of the internet or steam engine. Playing with the latter bc suspect its a new way of doing work. And yes theres still atoms based stuff"
X Link 2026-02-15T16:19Z [----] followers, [--] engagements

"@anotherbearcap @atelicinvest Im sort of interested to track $meta. Zuck was pretty adamant on not missing the next platform. Just doesnt seem like the nature of this platform is well suited for an ads and social media company to thrive in building the picks and shovels for"
X Link 2026-02-15T16:20Z [----] followers, [--] engagements

"My sentiments as well. Free country tho Seeing a lot of accounts (mostly retail investors) comparing this software selloff as a similar opportunity to buying Google last year Yall are gonna get your face ripped clean off Seeing a lot of accounts (mostly retail investors) comparing this software selloff as a similar opportunity to buying Google last year Yall are gonna get your face ripped clean off"
X Link 2026-02-16T02:17Z [----] followers, [---] engagements

"Also I did make a nice call on the googs last year. Didnt put enough down https://x.com/vanckzhu/status/1944898925770440829s=46&t=MCjQSxC-O-ZXYCB2_qOzhg I bought some $Googl today on this idea. Of the megacaps rep is the best at technical innovation weakness is sales/relationships. If were gonna do this AI thing I think I want technical horsepower. Pushback most welcome https://x.com/vanckzhu/status/1944898925770440829s=46&t=MCjQSxC-O-ZXYCB2_qOzhg I bought some $Googl today on this idea. Of the megacaps rep is the best at technical innovation weakness is sales/relationships. If were gonna do"
X Link 2026-02-16T02:20Z [----] followers, [---] engagements

"On the Japanese front cant quite figure out whats wrong with my Okano Valve $6492. Nuclear end markets more levered to BWRs which havent restarted to the extent PWRs have"
X Link 2026-01-28T05:37Z [----] followers, [---] engagements

"Aged well. One more sleep. Pls be better than $pypl $cmp"
X Link 2026-02-03T23:53Z [----] followers, [---] engagements

"Strong 1Q report. If Im reading it right. 576M yen operating profit vs 5.1B in adjusted EV (7.3B EV minus 2.2B long term investments) Lumpy quarterly results but imo pretty good. Looks like they kept the 966M yen FY operating profit guidenot sure if sandbag Limit up"
X Link 2026-02-06T16:09Z [----] followers, [---] engagements

"Been trying to avoid screens bopped my head but feeling better now. Hoping to be close to 100% mentals this coming week Been really itching to dig more at Japan instead been thinking pretty high level about AI and SaaS. Still a buyer at some pt"
X Link 2026-02-15T14:26Z [----] followers, [---] engagements

"@anotherbearcap I think theyll be fine on their social network side and associated ads nice core biz. I totally get why they dont want this LLM and agentic search stuff to go the same way mobile did for them (Apple app fee ads tracking etc). Just a little worried on the capex spend"
X Link 2026-02-15T17:08Z [----] followers, [--] engagements

"@atelicinvest Aight so what should I buy. Im thinking a bit of $spgi. Maybe a smidge more $fico. And then around year end a bit of true SaaS/software"
X Link 2026-02-16T04:03Z [----] followers, [---] engagements

"I keep on getting added to these BS stock DM groups. Things you dont see at a bottom"
X Link 2025-07-18T03:56Z [----] followers, [---] engagements

"@ActuallyFinance Nah it sux everyone wants to sell you fartcoin"
X Link 2025-07-18T04:30Z [----] followers, [--] engagements

"Nibbled a smidge of $google at $188.88. Dude whos coming up with these numbers lmao"
X Link 2025-07-21T15:48Z [----] followers, [---] engagements

"@chrisvirnig @stoked_on_waves Thats millions of good reasons"
X Link 2025-07-21T22:20Z [----] followers, [--] engagements

"@stoked_on_waves Joined you with a v small position $bhf. Not sure whats going on but pref action is interesting"
X Link 2025-07-22T14:11Z [----] followers, [---] engagements

"@shortbus_ace Hey @grok when are midterms again"
X Link 2025-07-22T23:52Z [----] followers, [---] engagements

"@compoundpapi Rite of passage mine was BlackBerry"
X Link 2025-07-23T01:26Z [----] followers, [---] engagements

"@compoundpapi Oh believe me Blackberry needed an overhaul 😂. But yes yours is objectively much more of a shitco"
X Link 2025-07-23T01:29Z [----] followers, [---] engagements

"@Ron284Ron Hey @grok what percentage of banks saw sequential NIM expansion in 2Q:25"
X Link 2025-07-23T17:13Z [----] followers, [---] engagements

"@bizalmanac Slack is good no idea about the OG product though"
X Link 2025-07-24T00:54Z [----] followers, [---] engagements

"Precisely why sometimes buying tech is a struggle. Its exciting but also hard to pay high multiples of revenues for future growth when [--] years ago we were all using Razrs and Blackberries. iPhone is a v cool product with software but success is never final $LVMH CEO Bernard Arnault on the difference between iPhones and Dom Prignon: "In [--] years' time will the iPhone still be used Or the people who are making it today will they have found what will be at the cutting edge at that time But I believe I can say without being https://t.co/FY57V6wZhV $LVMH CEO Bernard Arnault on the difference"
X Link 2025-07-24T11:34Z [----] followers, [---] engagements

"Its also super interesting reading analysis maybe 10-15 years ago on how dominant Intel was vs AMD. NVIDIA wasnt even in the picture"
X Link 2025-07-24T11:36Z [----] followers, [---] engagements

"@Ron284Ron Mother of god"
X Link 2025-07-25T21:07Z [----] followers, [---] engagements

"@stoked_on_waves Illiquid erryday"
X Link 2025-07-27T01:05Z [----] followers, [---] engagements

"@stoked_on_waves @theotheraharon Lmao"
X Link 2025-07-28T03:44Z [----] followers, [---] engagements

"@stoked_on_waves @theotheraharon I owned one of these generics suckers for a while. Did not have a good time would not recommend"
X Link 2025-07-28T03:44Z [----] followers, [---] engagements

"@theotheraharon @stoked_on_waves Like generic expired Vicodin Or like equity stock Former relatively more attractive"
X Link 2025-07-28T03:47Z [----] followers, [--] engagements

"@theotheraharon @stoked_on_waves Sad trombone"
X Link 2025-07-28T03:49Z [----] followers, [--] engagements

"@LeylaKuni Oh he ded (money wise) already I thought I needed to call to report a murder"
X Link 2025-07-28T23:25Z [----] followers, [---] engagements

"Fine work gentlemen. Now lets see what yall wrote in April MORGAN STANLEYS WILSON SEES S&P [---] HITTING [----] BY MID-2026 Michael Wilson of Morgan Stanley says the S&P [---] could reach [----] by mid-2026 driven by a "rolling recovery" in earnings solid EPS growth and supportive macro trends like AI adoption dollar weakness and MORGAN STANLEYS WILSON SEES S&P [---] HITTING [----] BY MID-2026 Michael Wilson of Morgan Stanley says the S&P [---] could reach [----] by mid-2026 driven by a "rolling recovery" in earnings solid EPS growth and supportive macro trends like AI adoption dollar weakness and"
X Link 2025-07-29T00:12Z [----] followers, [----] engagements

"@stoked_on_waves Reconsidering this due to IBKR margin rates on JPY"
X Link 2025-07-29T03:23Z [----] followers, [---] engagements

"@valuedrift Which one"
X Link 2025-07-29T18:25Z [----] followers, [---] engagements

"Interesting $odfl $lstr $ups Not a good day for #trucking and logistics companies on Wall Street so far today. Two companies that reported earnings are getting hammered: $ODFL -9%; $ARCB -11.3%. $LSTR is down 3.15%. $WERN little changed after its earnings. $MRTN is at a 52-week low. So is $UPS. https://t.co/8cRkDEIC6V Not a good day for #trucking and logistics companies on Wall Street so far today. Two companies that reported earnings are getting hammered: $ODFL -9%; $ARCB -11.3%. $LSTR is down 3.15%. $WERN little changed after its earnings. $MRTN is at a 52-week low. So is $UPS."
X Link 2025-07-30T18:02Z [----] followers, [---] engagements

"@marc_slans Already got some $dhr. Small tracker. Monitoring that $unh and $ups (no stakes in latter two)"
X Link 2025-07-31T03:32Z [----] followers, [---] engagements

"Whew we gucci i always despise both August and September. just tough months to make money i always despise both August and September. just tough months to make money"
X Link 2025-08-02T00:03Z [----] followers, [----] engagements

"@jnconkle I mean. If I were a politician. Id target stuff thats a big part of the budget. Like rent. And"
X Link 2025-08-04T02:01Z [----] followers, [--] engagements

"Speculating on a small bit of $aeo 🙃"
X Link 2025-08-04T16:18Z [----] followers, [----] engagements

"@stoked_on_waves"
X Link 2025-08-06T01:06Z [----] followers, [--] engagements

"@valuedrift Eh prob not worth it https://sports.yahoo.com/wnba/breaking-news/article/person-arrested-for-throwing-sex-toy-onto-wnba-court-league-says-235052222.html https://sports.yahoo.com/wnba/breaking-news/article/person-arrested-for-throwing-sex-toy-onto-wnba-court-league-says-235052222.html"
X Link 2025-08-06T20:56Z [----] followers, [--] engagements

"Not entirely sure what I want to do with cash that cant buy Japanese cos so putting a little in $brk til I figure this through. Will def be more active in US by November"
X Link 2025-08-08T14:32Z [----] followers, [---] engagements

"I agree with this. Though the best competitions are against disadvantaged foes. Eg Visa/Mastercard vs cash Or Google/Meta vs newspapers The main criticism Ive had with tech enabled transports companies are that the advantages of newcomers arent large enough Ryan Petersen CEO of Flexport on Charlie Munger's counterintuitive business advice: "The key to success is dumb competition." Don't compete with AI geniuses in AI. Find your edge where the smartest people aren't looking. https://t.co/VdazTDpfjZ Ryan Petersen CEO of Flexport on Charlie Munger's counterintuitive business advice: "The key to"
X Link 2025-08-11T02:32Z [----] followers, [----] engagements

"Chp [--] for Spirit Airlines Struggling [--] months out of bankruptcy is not a good look https://t.co/83MZE46xZ1 https://t.co/83MZE46xZ1"
X Link 2025-08-12T12:22Z [----] followers, [---] engagements

"$soho cuts guidance so so quarter. This one has been a clunker for me. Mea culpa"
X Link 2025-08-12T12:24Z [----] followers, [----] engagements

"@valuations_ Yeah a real estate guy who knows his way around bankruptcy and tweets about stonk prices last go around sobers up. A nice movie plot but doesnt happen often in reality"
X Link 2025-08-13T13:26Z [----] followers, [--] engagements

"@gezzogero Science"
X Link 2025-08-15T01:18Z [----] followers, [---] engagements

"@gezzogero And heres the fwd guide an acceleration in revenue growth after growing a relatively pedestrian 10% in FY25 ending 6/30/25"
X Link 2025-08-15T01:22Z [----] followers, [---] engagements

"@jnconkle @Citrini7 So should I cover my IWM short Not soliciting investment advice obvi"
X Link 2025-08-19T18:13Z [----] followers, [--] engagements

"Readying up 🙂 Third Point https://t.co/ZIaAQjjFKa Third Point https://t.co/ZIaAQjjFKa"
X Link 2025-08-20T18:53Z [----] followers, [----] engagements

"Ive got an extremely opportunistic credit strategy most times I barely have any fixed income exposure"
X Link 2025-08-20T18:54Z [----] followers, [---] engagements

"@public_equities Grats"
X Link 2025-08-20T22:09Z [----] followers, [---] engagements

"@bizalmanac Bank of Kyoto final answer"
X Link 2025-08-21T05:07Z [----] followers, [---] engagements

"Im not going to have many tickers for Japan very much learning the market. General thought here is that theres a change in capital allocation and governance approach and underlying quality of business is reasonable. Think a value investment strategy can work"
X Link 2025-08-25T00:37Z [----] followers, [---] engagements

"@stoked_on_waves Inca trail running brother"
X Link 2025-08-25T03:58Z [----] followers, [---] engagements

"@Ron284Ron Ha I paper handed ffbb around $70"
X Link 2025-08-27T14:00Z [----] followers, [---] engagements

"@HariSeldomRight Japan. All of it"
X Link 2025-08-27T23:30Z [----] followers, [---] engagements

"Hey @grok can you write a response saying Im not particularly susceptible to flattery because Ive had too many interactions with people trying to sell me things. Much appreciated"
X Link 2025-08-28T01:32Z [----] followers, [---] engagements

"My experience so far in the land of the rising sun. I come back to the US for special sits and am like wait what do I have to pay for better population growth Man Japan is such a fun market. They try to feed me this 37x P/S slop here or you can wait until 8:30 PM and buy 6x P/E names at half tangible book value buying back 5% of shares a year with an insider who owns 20% and pledges seppuku upon failure all whole borrowing at 1.5% Man Japan is such a fun market. They try to feed me this 37x P/S slop here or you can wait until 8:30 PM and buy 6x P/E names at half tangible book value buying"
X Link 2025-08-29T20:25Z [----] followers, [----] engagements

"@Wexboy_Value Somewhat related to my Japanese industrials thesis. Particularly for products that need to be precise"
X Link 2025-08-30T22:04Z [----] followers, [---] engagements

"Japans push for better corp capital allocation should have multiplier effects. Buybacks-higher share prices-wealth effects-consumption-higher share prices Similar for M&A Thats why I think this push/change will be a multi year op"
X Link 2025-09-01T17:22Z [----] followers, [----] engagements

"Interesting. Im named after Vancouver because my Dad went there to pursue graduate education though I was born in Florida. My Dad thought Vancouver was gorgeous and Florida was meh so he named his son Vanck. Now with intros out of the way. Is this a good product $fora"
X Link 2025-09-01T19:34Z [----] followers, [----] engagements

"@atelicinvest $ath.to has good capital allocation and Canadian energy is not well liked generally. Fairfax also is interesting though I dont love studying insurance companies. Keeping an eye on healthcare stuff and some real estate but dont really have the time for it"
X Link 2025-09-01T22:17Z [----] followers, [---] engagements

"If youre a value investor and youre not in Japan. Why Def good reasons for sure. But all those rule based strategies look like theyd work great https://t.co/QIRoZfssMO https://t.co/QIRoZfssMO"
X Link 2025-09-03T01:42Z [----] followers, [----] engagements

"wow lol. Congrats to the longs. $aeo"
X Link 2025-09-04T02:12Z [----] followers, [---] engagements

"@Bryce_Nortje 300x the users 3x the EV. Prob not quite as extreme given growth assumptions of a smaller browser. But feels too high"
X Link 2025-09-05T02:52Z [----] followers, [---] engagements

"@FinHubIQ Only got a relative value argument spread doesnt look crazy vs US"
X Link 2025-09-05T06:00Z [----] followers, [--] engagements

"@blondesnmoney I got you https://a.co/d/4QGcmTm https://a.co/d/4QGcmTm"
X Link 2025-09-05T20:05Z [----] followers, [---] engagements

"@Aureliusltd28 Own $hpp got a rough value in upper 4s"
X Link 2025-09-06T15:41Z [----] followers, [---] engagements

"@blondesnmoney I see a fish"
X Link 2025-09-08T01:57Z [----] followers, [---] engagements

"@RyeNotBerben Jealous that you still own $tln 🥹"
X Link 2025-09-08T12:52Z [----] followers, [---] engagements

"@RyeNotBerben I buy it. So early though Im still shuffling around in small cap world and Japan. Eh. Ill grab a bit more Mag7. For the pain trade"
X Link 2025-09-08T12:54Z [----] followers, [--] engagements

"Think I just got a lot more optimistic about my beloved Vikings (Sorry Seahawks fans) Just a reminder to everyone that Sam Darnold was statistically a top [--] QB last season https://t.co/nA1Dk6MWJe Just a reminder to everyone that Sam Darnold was statistically a top [--] QB last season https://t.co/nA1Dk6MWJe"
X Link 2025-09-08T13:24Z [----] followers, [----] engagements

"@stoked_on_waves Fortunately Im too scared to own stuff like this. A sector too far non cash flowing regulatory/political angle. Ill risk maybe [--] of those [--] but even then price has to be right"
X Link 2025-09-08T21:32Z [----] followers, [---] engagements

"@stoked_on_waves Hey maybe it ultimately works out. Hope so. Theres stuff in energy world thats cash flowing for like 10x ebit"
X Link 2025-09-08T21:33Z [----] followers, [--] engagements

"@kingdomcapadv @stoked_on_waves Yeah I saw your comment on that and was like well thats an absolute wrap then"
X Link 2025-09-08T21:34Z [----] followers, [---] engagements

"@TiehackCapital Didnt get the memo this was a demutualization ouch"
X Link 2025-09-09T17:01Z [----] followers, [---] engagements

"@1lemonaday Its not nonsense its how you signify you have more discretionary income to burn than those who own Pelotons"
X Link 2025-09-10T01:33Z [----] followers, [--] engagements

"Lets go $hpp office distress we hardly knew ye. meet my friend the wall of money Good luck with all your other asset classes im sure lots of money to be made in the ones that nobody has redlined https://t.co/gHBwIn3fKk office distress we hardly knew ye. meet my friend the wall of money Good luck with all your other asset classes im sure lots of money to be made in the ones that nobody has redlined https://t.co/gHBwIn3fKk"
X Link 2025-09-10T14:22Z [----] followers, [---] engagements

"@stoked_on_waves Alex you chose the non-pacifist route again 🙃🤣"
X Link 2025-09-11T17:37Z [----] followers, [---] engagements

"@capitalatrisk23 Stop screenshotting shit and start buying 0dte options"
X Link 2025-09-12T19:08Z [----] followers, [---] engagements

"Sort of would have preferred just leaving that guide out and expressing confidence in the longer term growth plan"
X Link 2025-09-12T19:26Z [----] followers, [---] engagements

"@DarkfireCapital Yeah tariffs and also govt spending uncertainty are the near term headwinds. Im cautiously optimistic the acquisition works here"
X Link 2025-09-12T20:00Z [----] followers, [---] engagements

"Performance chase through year end and lets see what the new year brings :) Over the past [--] months everything is negative except 'Large-Cap Growth' 🤔 https://t.co/jOKHQE2gU0 Over the past [--] months everything is negative except 'Large-Cap Growth' 🤔 https://t.co/jOKHQE2gU0"
X Link 2025-09-12T20:54Z [----] followers, [----] engagements

"No need to overthink look at the biggest equities rank by ytd return. Pick a couple you like. Chill until mid December and rotate into tax loss stuff"
X Link 2025-09-12T20:56Z [----] followers, [---] engagements

"@realCharlie_ada @jimcramer Bet on the NE Patriots"
X Link 2025-09-14T17:02Z [----] followers, [--] engagements

"@invertedfragil1 @CJ0pp3l Im learning about these. First we celebrate mountains now the olds"
X Link 2025-09-15T05:12Z [----] followers, [---] engagements

"Dear fund manager- Why am I paying you two and twenty and you dont own mega caps which are the most obvious of longs this year because six months ago you were asking me why the hell youd pay me two and twenty just owning the biggest most well known stocks"
X Link 2025-09-15T14:07Z [----] followers, [---] engagements

"@stoked_on_waves @davidein Well at least its been a week since you last chose violence. Resetting counter to [--] days"
X Link 2025-09-23T19:51Z [----] followers, [---] engagements

"@stoked_on_waves @davidein Sequential improvement"
X Link 2025-09-23T19:51Z [----] followers, [--] engagements

"@bizalmanac Harder than it sounds. Tuvalu would be fun lol. Also somewhat cheating but Japan (only had layovers at the airports)"
X Link 2025-09-25T01:57Z [----] followers, [---] engagements

"@Ron284Ron @phenomcapital Man Im annoyed I didnt dig into cnrd more. Was on my list forever and my advisor (pops) was like eh tiny shipbuilder"
X Link 2025-09-25T15:09Z [----] followers, [---] engagements

"@Aureliusltd28 @blondesnmoney Kyushu I recognize. One of many banks that traded below tangible book when I scoped it out years ago. Problem with Japan then was that nobody gave a damn about equity shareholders especially gaijin. Maybe it is investable now with all the changes though"
X Link 2025-09-26T00:07Z [----] followers, [---] engagements

"@Aureliusltd28 @blondesnmoney Out of the ones I looked at before Bank of Kyoto was the one that stood out due to its Nintendo cross holding"
X Link 2025-09-26T00:25Z [----] followers, [---] engagements

"I think my favorite part about my Japan secondment is reexamining most of my assumptions and habits that Ive developed investing in US markets. And its striking how often I rethink how to evaluate good capital allocation. In Japan Im oversimplifying and looking for buybacks"
X Link 2025-09-29T06:52Z [----] followers, [---] engagements

"To me in a conservative environment where lots of companies historically let cash pile up on the balance sheet and with cheap valuations a buyback shows a serious commitment to changing capital allocation"
X Link 2025-09-29T06:56Z [----] followers, [---] engagements

"@stoked_on_waves @100xCompounding Violence yet again But also. Im watching this white whale drama with fascination"
X Link 2025-09-29T23:17Z [----] followers, [---] engagements

"@DeItaone Need more horses for the cavalry too while were at it"
X Link 2025-09-30T13:58Z [----] followers, [---] engagements

"Im muting BREAKING Yes CMBS sucks because its a check the box and yeet off the balance sheet to third party LPs kind of thing. Usually ok but prob not into a WFH world Cheers for the pull @LouisDooley"
X Link 2025-10-05T13:07Z [----] followers, [---] engagements

"otoh this is quite interesting. pond to fish in soon BREAKING 🚨: Healthcare Healthcare Stocks on track for the largest yearly outflow in history 📉📉 https://t.co/0T0Us5I5pJ BREAKING 🚨: Healthcare Healthcare Stocks on track for the largest yearly outflow in history 📉📉 https://t.co/0T0Us5I5pJ"
X Link 2025-10-06T07:05Z [----] followers, [----] engagements

"@VanIsleInvestor $ath.to too small +30% ytd Also I shouldve listened to @StocksOddball on share cannibal $IMO"
X Link 2025-10-06T07:28Z [----] followers, [---] engagements

"I really need to stop selling things for no gains before they get bought out $cma Grats to the owners Fifth Third Bancorp - Fifth Third $FITB to Acquire Comerica $CMA https://t.co/QRThlmHZlH(BUSINESS%20WIREtransaction%20valued%20at%20%2410.9%20billion. Fifth Third Bancorp - Fifth Third $FITB to Acquire Comerica $CMA https://t.co/QRThlmHZlH(BUSINESS%20WIREtransaction%20valued%20at%20%2410.9%20billion"
X Link 2025-10-06T12:36Z [----] followers, [---] engagements

"@stoked_on_waves Yea i prefer do you like accounting numbers or do you like making money"
X Link 2025-10-06T22:34Z [----] followers, [--] engagements

"@brian_armstrong 1000x leverage and non recourse personal lines of credit pls and thx"
X Link 2025-10-13T12:39Z [----] followers, [--] engagements

"Though first. A nice relief rally. Lets see how this goes"
X Link 2025-10-13T12:58Z [----] followers, [---] engagements

"Also hilariously Japan has been closed this whole stretch"
X Link 2025-10-13T12:58Z [----] followers, [---] engagements

"Sorry. I chose violence. I blame @stoked_on_waves his tweets are rubbing off on me"
X Link 2025-10-14T23:05Z [----] followers, [---] engagements

"@themagicbakery Yeah size of trade makes a dif. Im just a lot better with longs than shorts. In particular Ive gotten better at cutting losses in my long positions"
X Link 2025-10-14T23:36Z [----] followers, [---] engagements

"#Yankees solution to injuries to veteran players. Try to lure even older players out of retirement. Desperate much"
X Link 2013-03-11T18:00Z [----] followers, [--] engagements

"Question: wouldn't a weakening currency benefit commodity exporters such as $PBR esp. since oil is priced in dollars"
X Link 2014-01-25T21:48Z [----] followers, [--] engagements

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