# ![@Beren- Avatar](https://lunarcrush.com/gi/w:26/cr:reddit::t2_3wzda.png) @Beren- Beren-

Beren- posts on Reddit about financial, investment, tariffs, horizon kinetics the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/reddit::t2_3wzda/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:reddit::t2_3wzda/c:line/m:interactions.svg)

- [--] Week [------] -14%
- [--] Month [------] +540%
- [--] Months [------] +902%
- [--] Year [------] +1,046%

### Mentions: [--] [#](/creator/reddit::t2_3wzda/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:reddit::t2_3wzda/c:line/m:posts_active.svg)

- [--] Week [--] +33%
- [--] Month [---] +7.10%
- [--] Months [---] +44%
- [--] Year [---] +153%

### Followers: [------] [#](/creator/reddit::t2_3wzda/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:reddit::t2_3wzda/c:line/m:followers.svg)

- [--] Months [------] +0.08%
- [--] Year [------] +1.20%

### CreatorRank: [---------] [#](/creator/reddit::t2_3wzda/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:reddit::t2_3wzda/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  18.75% [stocks](/list/stocks)  10% [technology brands](/list/technology-brands)  4.38% [countries](/list/countries)  2.5% [vc firms](/list/vc-firms)  2.5% [financial services](/list/financial-services)  #893 [cryptocurrencies](/list/cryptocurrencies)  1.25% [fashion brands](/list/fashion-brands)  0.63% [events](/list/events)  0.63% [automotive brands](/list/automotive-brands)  0.63%

**Social topic influence**
[financial](/topic/financial) #63, [investment](/topic/investment) 3.13%, [tariffs](/topic/tariffs) 2.5%, [horizon kinetics](/topic/horizon-kinetics) 2.5%, [oaktree capital](/topic/oaktree-capital) #2, [reit](/topic/reit) 1.25%, [japan](/topic/japan) 1.25%, [state of](/topic/state-of) 1.25%, [china](/topic/china) 1.25%, [sequoia capital](/topic/sequoia-capital) 1.25%

**Top assets mentioned**
[HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Phillips [--] (PSX)](/topic/phillips-66) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Bitcoin (BTC)](/topic/bitcoin) [Datadog Inc (DDOG)](/topic/$ddog) [Hertz Global Holdings, Inc Common Stock (HTZ)](/topic/hertz) [Citigroup Inc (C)](/topic/citigroup) [Dell Technologies, Inc. (DELL)](/topic/dell) [The Walt Disney Company (DIS)](/topic/walt-disney)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Big bets and broken unicorns: Tiger Globals rise and reckoning SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1psxe2f)  2025-12-22T11:53Z [--] followers, [--] engagements


"AI's Data Gravity to Consolidate Cybersecurity SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1bncqj8)  2026-02-09T02:04Z [--] followers, [--] engagements


"From Grid & Reshoring Supercycle to Small-Cap Execution: CTOS vs ALTG SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1q4hl95)  2026-01-05T10:37Z [--] followers, [--] engagements


"Constellation Energy: The Federal Reserve of the Electron SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1qnjbm5)  2026-01-26T15:39Z [--] followers, [--] engagements


"VICI Properties: Caesars REIT OTC Listing Dividend Catalyst SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/7cnx3q)  2025-06-17T12:48Z [--] followers, [--] engagements


"Spruce Point Capital - Henry Schein Long Thesis SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/9j43j1)  2025-02-06T15:47Z [--] followers, [---] engagements


"Q3 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/j660bs)  2025-09-07T15:14Z [--] followers, [----] engagements


"Fairfax Financial [----] Annual Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1a3p51)  2025-06-17T19:50Z [--] followers, [--] engagements


"Fairfax Financial is Making a Fortune Betting on Europe's Biggest Losers SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1h9edu)  2025-06-17T19:50Z [--] followers, [--] engagements


"Lixil of Japan to Buy Grohe for $4.1 Billion SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1n7425)  2025-06-17T13:03Z [--] followers, [--] engagements


"Fairfax Financial [----] Annual Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/2y87i7)  2025-02-06T16:01Z [--] followers, [--] engagements


"Elliott Management Letter to Citrix Systems SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/39k3i0)  2025-09-07T16:20Z [--] followers, [--] engagements


"Q4 Investor Letters and Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/41j7xi)  2025-02-06T16:01Z [--] followers, [---] engagements


"Fairfax Financial [----] Annual Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/4a7rqz)  2025-02-06T16:01Z [--] followers, [--] engagements


"Q4 [----] Letters and Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/5nbic9)  2025-02-06T16:01Z [--] followers, [---] engagements


"Fairfax Financial [----] Annual Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/5z8rkx)  2025-02-06T16:01Z [--] followers, [--] engagements


"Q4 [----] Letters and Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/7oakjx)  2024-08-29T06:02Z [--] followers, [---] engagements


"Fairfax Financial [----] Annual Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/83vvwd)  2025-02-06T16:01Z [--] followers, [--] engagements


"Q4 [----] Letters and Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/abyc4r)  2024-10-30T22:04Z [--] followers, [---] engagements


"Fairfax Financial [----] Annual Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/b0me84)  2025-02-06T15:07Z [--] followers, [--] engagements


"Oasis Management Presentation on Sanken Electric SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/e1ewyo)  2025-06-17T12:20Z [--] followers, [--] engagements


"Bessemer Venture Partners- State of the Cloud Industry [----] SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/gav1gf)  2023-10-23T21:23Z [--] followers, [--] engagements


"Q2 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/o5kswp)  2024-10-23T01:54Z [--] followers, [----] engagements


"Fairfax Financial [----] Shareholder Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/qwfie)  2025-09-07T21:18Z [--] followers, [--] engagements


"Q2 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/vp62u1)  2025-11-24T18:01Z [--] followers, [---] engagements


"Q1 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1bz0if4)  2024-04-08T15:39Z [--] followers, [---] engagements


"Q3 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1g9khlh)  2025-09-07T16:54Z [--] followers, [---] engagements


"Muddy Waters Short Thesis on NMC Health SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/ebuxqd)  2025-02-06T14:07Z [--] followers, [---] engagements


"Q4 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/ejvjtq)  2025-02-06T15:07Z [--] followers, [----] engagements


"Q1 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/fwr1i4)  2024-10-31T14:37Z [--] followers, [----] engagements


"Q4 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/kvq6tj)  2024-10-28T16:41Z [--] followers, [----] engagements


"Swire Pacific B-share Deep Dive SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/xj2jqi)  2025-02-06T14:14Z [--] followers, [--] engagements


"Q4 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/102bzrj)  2023-10-23T22:02Z [--] followers, [---] engagements


"Q1 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/12kdrvb)  2023-10-23T21:01Z [--] followers, [---] engagements


"Q2 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/14zf8we)  2023-10-23T20:52Z [--] followers, [---] engagements


"Q3 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/177nrt8)  2024-10-22T19:52Z [--] followers, [---] engagements


"Q4 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/194v8w4)  2025-09-07T16:54Z [--] followers, [---] engagements


"Q2 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1dyw88g)  2024-11-24T11:00Z [--] followers, [---] engagements


"Q4 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1hwoka3)  2025-01-08T16:50Z [--] followers, [---] engagements


"Q1 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jv4ddm)  2025-09-07T22:03Z [--] followers, [---] engagements


"Q2 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1lwljnz)  2025-07-10T19:25Z [--] followers, [---] engagements


"Morpheus Research - Short Thesis on Brunello Cucinelli SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1ntg2xw)  2025-10-02T10:29Z [--] followers, [--] engagements


"Q3 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1oe1ixm)  2025-10-23T12:16Z [--] followers, [---] engagements


"Q4 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1q7e0zc)  2026-01-08T15:06Z [--] followers, [---] engagements


"Optical & Networking Supercycle at the heart of the AI Revolution SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1qvlkvh)  2026-02-04T18:03Z [--] followers, [--] engagements


"REITS Private Market Discounts and Dj vu at $FSP SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1r04ugk)  2026-02-09T14:15Z [--] followers, [--] engagements


"Sanity Check [----] SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1r3m7pe)  2026-02-13T12:22Z [--] followers, [--] engagements


"Hang Lung Properties - [--] Years in Retrospect SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/4l0jgb)  2025-11-04T12:03Z [--] followers, [--] engagements


"Q3 [----] Letters and Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/9laxs0)  2025-09-07T13:17Z [--] followers, [---] engagements


"Brookfield Asset Management to Acquire 62% of Oaktree Capital SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/b0mf1t)  2026-02-12T21:58Z [--] followers, [---] engagements


"Q2 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/c8825d)  2025-04-09T15:44Z [--] followers, [---] engagements


"Q3 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/del0bm)  2024-10-24T01:28Z [--] followers, [----] engagements


"Oaktree Capital Insights - Structured Credit: Then vs. Now SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/dvobp7)  2026-02-12T21:58Z [--] followers, [---] engagements


"Oaktree Capital Insights - Assessing Relative Value in Credit Amid Corona Virus Uncertainty SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/flusj2)  2026-02-12T21:58Z [--] followers, [--] engagements


"Short Report on Grenke AG SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/itqdqr)  2025-06-17T13:07Z [--] followers, [--] engagements


"Q3 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/q15q2b)  2024-11-29T14:00Z [--] followers, [---] engagements


"Q4 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/s238wn)  2024-10-23T20:59Z [--] followers, [---] engagements


"Videos From The Milken Global Conference SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/t7gxq)  2025-06-17T12:25Z [--] followers, [--] engagements


"Q1 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/u2m6x9)  2024-11-24T11:00Z [--] followers, [---] engagements


"Q3 [----] Letters & Reports SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/xv8vom)  2023-10-24T12:20Z [--] followers, [---] engagements


"The State of Video Gaming in [----] SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1i1uwsq)  2025-01-15T10:54Z 24.4K followers, [--] engagements


"2025 Analysis Questions and Discussions Thread Question and answer thread for SecurityAnalysis subreddit. We want to keep low quality questions out of the reddit feed so we ask you to put your questions here. Thank you SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1i2ls71)  2025-01-16T10:11Z 24.6K followers, [--] engagements


"20 OTC Markets Oddities SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1i5reej)  2025-01-20T14:31Z 24.4K followers, [--] engagements


"Virtual fireside chat and Q&A with David Einhorn SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1i5rkjf)  2025-01-20T14:39Z 24.4K followers, [--] engagements


"To boldly go beyond ROIC: what to do SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1i6oote)  2025-01-21T17:58Z 24.7K followers, [--] engagements


"Hedge Fund Clients Pulled $7 Billion From Baupost Since [----] SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1i7xhv5)  2025-01-23T06:43Z 24.4K followers, [---] engagements


"RH: Where Did All The Cash Go SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1iacepi)  2025-01-26T11:39Z 24.4K followers, [--] engagements


"Big Tech's Deteriorating Earnings Quality SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1ibw6tw)  2025-01-28T07:19Z 24.4K followers, [---] engagements


"A very Chicago gamble SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1ic0dx0)  2025-01-28T12:25Z 24.4K followers, [--] engagements


"Capitalizing on The Natural Gas Boom SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1idh24m)  2025-01-30T06:53Z 24.5K followers, [--] engagements


"The Case for Short Selling SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1ii7tbx)  2025-02-05T11:21Z 24.6K followers, [--] engagements


"Elliot Management - Presentation on Phillips [--] SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1irr6q2)  2025-02-17T18:40Z 24.6K followers, [--] engagements


"Berkshire Hathaway [----] Annual Report SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1ivmpmj)  2025-02-22T16:34Z 24.5K followers, [---] engagements


"Interview with Paul Singer SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1iz26rq)  2025-02-26T23:57Z 24.5K followers, [--] engagements


"Coatue - Americas Industrial Reboot SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1izk9rd)  2025-02-27T16:47Z 24.5K followers, [--] engagements


"Hedge funds' growing divide SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1j4493e)  2025-03-05T14:26Z 24.6K followers, [--] engagements


"Quick S-1 Teardown: CoreWeave SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1j471qo)  2025-03-05T16:28Z 24.7K followers, [--] engagements


"Li Lu - Global Value Investing in Our Era SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1j7uu6v)  2025-03-10T09:36Z 24.5K followers, [--] engagements


"Interview with U.S. Treasury Secretary Scott Bessent SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jazmx8)  2025-03-14T09:04Z 24.6K followers, [--] engagements


"Massif Capital - Uncovering Value in Water Technology SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jb25yn)  2025-03-14T11:56Z 24.5K followers, [--] engagements


"Activist Starboard Prepares to Launch Proxy Fight at Autodesk SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jerdkd)  2025-03-19T07:16Z 24.7K followers, [--] engagements


"Matt Levine - Strategy Sells Perpetual Strife SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jesw4g)  2025-03-19T09:16Z 24.6K followers, [--] engagements


"Coreweave vs Nebius SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jkamet)  2025-03-26T12:31Z 24.7K followers, [--] engagements


"Interview with Russell Napier & Edward Chancellor SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jmnage)  2025-03-29T14:19Z 24.6K followers, [--] engagements


"The Evolution of Marketplaces SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jnxu50)  2025-03-31T07:40Z 24.6K followers, [--] engagements


"Trumps Tariff Broadside Sends Shockwaves Across Global Economy SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jqemkh)  2025-04-03T10:12Z 24.6K followers, [--] engagements


"Oaktree's Howard Marks on Credit Yields Trump's Tariffs SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jrhd3q)  2025-04-04T17:20Z 24.6K followers, [---] engagements


"Markets Show No Sign of Improved Sentiment in New Week SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jtfpzk)  2025-04-07T07:37Z 24.7K followers, [--] engagements


"Anatomy of a Market Crisis: Tariffs Markets and the Economy SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jube96)  2025-04-08T11:37Z 24.6K followers, [--] engagements


"Jeffrey Gundlach on Tariffs and Market Volatility SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jucnc0)  2025-04-08T12:44Z 24.7K followers, [--] engagements


"Sohra Peak Partners - Memo on Auto Partner SA SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jui00i)  2025-04-08T16:36Z 24.6K followers, [--] engagements


"China Retaliates With 84% Tariff on US Goods SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jv3ogq)  2025-04-09T11:40Z 24.6K followers, [---] engagements


"Trump Says Tariffs Paused for [--] Days on Non-Retaliating Countries SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jvcvi4)  2025-04-09T18:23Z 24.6K followers, [--] engagements


"Howard Marks Memo - Nobody Knows (Yet Again) SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1jwl2hk)  2025-04-11T08:37Z 24.7K followers, [--] engagements


"Bear Market Anatomy the path and shape of the bear market SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1k0m6nf)  2025-04-16T14:45Z 24.7K followers, [--] engagements


"BYD Semiconductor Deep Dive SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1k47n5d)  2025-04-21T07:24Z 24.7K followers, [--] engagements


"Buy the Dip: The Draw and Dangers of Contrarian Investing SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1k48ln4)  2025-04-21T08:34Z 24.7K followers, [--] engagements


"State of the Semiconductor Cycle SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1k506mz)  2025-04-22T07:05Z 24.7K followers, [--] engagements


"Buffett Hands His Successor a Giant Cash Pile and Many Questions SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1kepu94)  2025-05-04T17:50Z 24.7K followers, [--] engagements


"The Greed & Fear Tango SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1keq89o)  2025-05-04T18:06Z 24.7K followers, [--] engagements


"Interview with Chris Hohn SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1kqczyi)  2025-05-19T14:24Z 24.7K followers, [--] engagements


"Stock-based compensation: Transparency timing and EPS SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1krumkn)  2025-05-21T10:39Z 24.7K followers, [--] engagements


"What kind of Alpha can you expect from Private Equity as a Retail Investor compared to public stocks SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1kthni1)  2025-05-23T11:55Z 24.7K followers, [--] engagements


"The Hidden Revival of Platinum and Palladium SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1ktifcv)  2025-05-23T12:34Z 24.7K followers, [--] engagements


"Michael Mauboussin - Drawdowns & Recoveries SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1kv7qhz)  2025-05-25T17:15Z 24.7K followers, [--] engagements


"Building Blocks of Corporate Accounting: Intercorporate Shenanigans SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1kvtmsi)  2025-05-26T12:54Z 24.7K followers, [--] engagements


"Strathcona's Acquisition of MEG What's the Real Price SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1l1d0nb)  2025-06-02T08:48Z 24.7K followers, [--] engagements


"Bond Capital - Trends in Artificial Intelligence SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1l1d6pu)  2025-06-02T09:00Z 24.7K followers, [--] engagements


"Investment Evolution or Flexible Tactics SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1l1eas1)  2025-06-02T10:13Z 24.7K followers, [--] engagements


"Hayden Capital - Wise PLC SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1l3c89c)  2025-06-04T17:53Z 24.7K followers, [--] engagements


"Howard Marks Memo - More on Repealing the Laws of Economics SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1lf5r3p)  2025-06-19T08:37Z 24.7K followers, [--] engagements


"Startup Win Conditions SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1llwxqu)  2025-06-27T15:34Z 24.7K followers, [--] engagements


"An Alternative View on Alternative Investing SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1ltyjvg)  2025-07-07T16:22Z [--] followers, [--] engagements


"Inside the private equity-insurance nexus SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1ltz0ec)  2025-07-07T16:39Z [--] followers, [--] engagements


"Matt Levine - Jane Streets Indian Options Trade Was Too Good SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1lu1bdv)  2025-07-07T18:04Z [--] followers, [--] engagements


"The HALO Effect SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1m0vfc2)  2025-07-15T22:10Z [--] followers, [--] engagements


"Cliff Asness Quant Origins Value Crashes and Market Inefficiencies SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1m2hhrb)  2025-07-17T19:53Z [--] followers, [--] engagements


"Flywire's Flywheel SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1mf30ea)  2025-08-01T17:40Z [--] followers, [--] engagements


"Michael Mauboussin interviews Seth Klarman SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1mhmrau)  2025-08-04T19:13Z [--] followers, [--] engagements


"Cash Holdings SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1mrq7tc)  2025-08-16T09:25Z [--] followers, [--] engagements


"Bitcoin TreasuryCos: Lessons From The [----] Crash SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1mvbpdo)  2025-08-20T13:51Z [--] followers, [--] engagements


"Kerrisdale Capital - Short Thesis on Coreweave SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1nibq80)  2025-09-16T08:22Z [--] followers, [--] engagements


"Valuation multiples: Return on investment and growth SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/1nzmsp7)  2025-10-06T15:49Z [--] followers, [--] engagements


"Total Return EPS Index: A Tool for Analyzing Fundamental Equity Market Trends SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/2z8pnq)  2015-03-16T15:45Z 24.3K followers, [--] engagements


"Damodaran - Illiquidity and Bubbles in Private Share Markets SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/2zqm3w)  2015-03-20T20:40Z 24.3K followers, [--] engagements


"CF Industries to Acquire Businesses From OCI for $8 Billion SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/3g0jua)  2015-08-06T15:37Z [--] followers, [--] engagements


"Jim Chanos: New Short Position in Cheniere Energy SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/3k9gg7)  2015-09-09T16:36Z [--] followers, [--] engagements


"Pfizer and Allergan Reach $150 Billion Merger Deal SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/3txnwb)  2015-11-23T12:21Z 24.3K followers, [--] engagements


"As Chinas Growth Slows Banks Feel the Strain of Bad Debt SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/4f3sm3)  2016-04-16T21:25Z 24.3K followers, [--] engagements


"Hilton Worldwide: Management Co Hotel REIT Timeshare Business SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/5eypya)  2016-11-26T09:13Z [--] followers, [--] engagements


"Q2 [----] Letters and Reports Investment Firm Date Posted ------ Absolute Return Partners - July(https://view.publitas.com/absolute-return-letter/are-robots-disruptive-or-could-they-be-the-saving-grace-for-ageing-societies-july-2017/page/1) July [--] Burr Capital(https://www.docdroid.net/nwn5LqL/burr-capital-q2-2017.pdf) July [--] Ewing Morris(https://gallery.mailchimp.com/babf1936a040bb19ccaff157e/files/0a7a9dbd-34c8-4cd0-88d8-aa5d5d2cb5ac/Broadview_Dark_Horse_Quarterly_Update_June_30_2017.01.pdf) July [--] Fairholme Fund - Conference"  
[Reddit Link](https://redd.it/6mpgg3)  2017-07-11T21:41Z [--] followers, [---] engagements


"Reflections On The Big Shake-Up At Kleiner Perkins SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/9g92ml)  2018-09-16T08:22Z 24.2K followers, [--] engagements


"Alternative Investments: A Primer for Investment Professionals SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/9lavij)  2018-10-04T11:04Z 24.2K followers, [---] engagements


"Horizon Kinetics Q3 [----] Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/9pehls)  2018-10-18T23:37Z 24.7K followers, [--] engagements


"Viceroy Research Short Thesis on Ebix SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/a5v51i)  2018-12-13T16:41Z 24.2K followers, [--] engagements


"Prescience Point Capital Short Thesis Update on Kellogg Company SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/a5vkea)  2018-12-13T17:26Z 24.6K followers, [--] engagements


"Interview with ValueAct co-founder Jeff Ubben SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/aiynwe)  2019-01-23T11:10Z 24.5K followers, [--] engagements


"Kerrisdale Capital - Qualcomm Inc Short Thesis SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/ajgtcm)  2019-01-24T20:41Z 24.2K followers, [--] engagements


"Prescience Point Capital - Update on Kellogg Company SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/ay0uft)  2019-03-06T16:40Z 24.6K followers, [--] engagements


"Horizon Kinetics Q1 [----] Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/biuxip)  2019-04-29T21:21Z 24.7K followers, [--] engagements


"FRMO [----] Shareholder Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/d5w8x4)  2019-09-18T11:17Z 24.2K followers, [--] engagements


"Sequoia Capital Youtube Seed Investment Memo [----] SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/ejvka2)  2020-01-04T11:25Z 24.2K followers, [--] engagements


"Cliff Asness - The Illiquidity Discount SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/esrce9)  2020-01-23T10:37Z 24.2K followers, [---] engagements


"Embedded Optionality FRMO Case Study SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/f8fh7t)  2020-02-23T20:39Z 24.2K followers, [---] engagements


"Datadog (DDOG) Stock Analysis SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/fwlumo)  2020-04-07T14:52Z 24.3K followers, [--] engagements


"Hertz Global Holdings Files for Restructuring SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/gp09y3)  2020-05-23T06:37Z 24.7K followers, [---] engagements


"Liquidity Cascades: The Coordinated Risk of Uncoordinated Market Participants SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/itb2xs)  2020-09-15T15:31Z [--] followers, [--] engagements


"Prem Watsa Keeps On Buying Citigroup And Selling Dell & CRESUD SA SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/j4i3p)  2011-07-31T01:12Z [--] followers, [--] engagements


"Short Thesis on CleanSpark Inc SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/kxct40)  2021-01-14T19:30Z 24.3K followers, [--] engagements


"Horizon Kinetics Q1 [----] Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/mzmdcn)  2021-04-27T11:30Z [--] followers, [--] engagements


"Michael Pettis - What Does Evergrande Meltdown Mean for China SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/psfw82)  2021-09-21T10:19Z 24.2K followers, [---] engagements


"Horizon Kinetics Q4 [----] Letter SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/sc8nj9)  2022-01-25T08:07Z [--] followers, [--] engagements


"Marubeni of Japan to Buy Gavilon for $3.6 Billion SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/uat1y)  2025-06-17T14:04Z [--] followers, [--] engagements


"Sequoia Capital Memo on the Current Market Environment SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/uy6msz)  2022-05-26T12:35Z 24.1K followers, [---] engagements


"Third Point Capital Letter to The Walt Disney Company SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/wpn6bm)  2022-08-16T06:47Z 24.1K followers, [---] engagements


"Global Instability and Softwares Opportunity Alex Karp and Stanley Druckenmiller"  
[Reddit Link](https://redd.it/xhokit)  2022-09-18T18:43Z 24K followers, [--] engagements


"CVCs Biggest Bet Yet: The Fiercely Private Buyout Firm Set To Go Public SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/y28nu7)  2022-10-12T16:36Z 24.5K followers, [--] engagements


"Demystifying Financial Leverage SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/yuyfj6)  2022-11-14T12:50Z 24.3K followers, [--] engagements


"ASML & The Semiconductor Market In [----] & [----] SecurityAnalysis SecurityAnalysis"  
[Reddit Link](https://redd.it/z1uxcp)  2022-11-22T14:26Z 24.1K followers, [---] engagements


"Bill Ackman Bets Against the Hong Kong Dollar Saying the Peg Will Break"  
[Reddit Link](https://redd.it/z3hy3c)  2022-11-24T11:48Z [--] followers, [---] engagements

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