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# ![@AdamRich_CAF Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1975643333264363520.png) @AdamRich_CAF Adam Rich

Adam Rich posts on X about bloomberg, apr, $xyz, $27b the most. They currently have XX followers and X posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1975643333264363520/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975643333264363520/c:line/m:interactions.svg)

- X Week XXX +400%
- X Month XXXXX -XX%

### Mentions: X [#](/creator/twitter::1975643333264363520/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975643333264363520/c:line/m:posts_active.svg)

- X Week X +50%
- X Month XXX -XX%

### Followers: XX [#](/creator/twitter::1975643333264363520/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975643333264363520/c:line/m:followers.svg)

- X Week XX +11%
- X Month XX +13%

### CreatorRank: undefined [#](/creator/twitter::1975643333264363520/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1975643333264363520/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XX%

**Social topic influence**
[bloomberg](/topic/bloomberg) 12.5%, [apr](/topic/apr) 12.5%, [$xyz](/topic/$xyz) 12.5%, [$27b](/topic/$27b) 12.5%, [$glen](/topic/$glen) 12.5%, [$234b](/topic/$234b) 12.5%, [ortho](/topic/ortho) 12.5%, [$ges](/topic/$ges) 12.5%, [$ge](/topic/$ge) 12.5%, [balance sheet](/topic/balance-sheet) XXXX%

**Top assets mentioned**
[Block, Inc. (XYZ)](/topic/$xyz) [General Electric Company (GE)](/topic/$ge) [Johnson & Johnson (JNJ)](/topic/$jnj) [Realio Network (RIO)](/topic/$rio)
### Top Social Posts
Top posts by engagements in the last XX hours

"Sources: Johnson & Johnson Q3 2025 Earnings Call Oct XX 2025 Johnson & Johnson M&A Call Apr X 2025 BASF 2025 Strategy Update & Divestment Announcements Company IR & Bloomberg coverage"  
[X Link](https://x.com/AdamRich_CAF/status/1978484813490470944)  2025-10-15T15:35Z XX followers, XX engagements


"Capital Allocation Insights: $XYZ $XYZ s trajectory shows how diffusion erodes compounding and how focus can restore it. In 2021 the company spent $27B in high-multiple equity to acquire Afterpay trading a focused high-ROI reinvestment engine for a complex BNPL platform with lower margins higher credit exposure and greater regulatory friction. Organic growth slowed operating leverage deferred and focused competitors like $TOST gained share by doubling reinvestment into a single customer base. Diffusion diluted returns. The UBS conference signaled a course correction. $XYZ is narrowing"  
[X Link](https://x.com/AdamRich_CAF/status/1996252566485668274)  2025-12-03T16:17Z XX followers, XXX engagements


"Capital Allocation Insights: $GLEN Copper demand is accelerating faster than supply and even the majors cant grow fast enough. Glencores US$23.4B copper plan shows why. Despite nine projects and years of prep work Glencore expects only 400420 kt/year of new copper by 20302032. Thats the constraint: most large miners no longer have enough high-quality resources to grow materially faster. Grades are falling assets are aging and the next tier of deposits is lower grade deeper or higher risk. The bottleneck is geological as much as political. Glencore is concentrating its portfolio around the"  
[X Link](https://x.com/AdamRich_CAF/status/1997298766433366407)  2025-12-06T13:35Z XX followers, XXX engagements


"Capital Allocation Lens: Capital Source:Mature slower-growth ortho assets Capital Use:Higher-ROI pharma and robotics businesses Capital Motivation:Refocus on where incremental returns remain highest Will this refocus be as successful as $GEs GEs breakup unlocked value by simplifying its balance sheet focusing management and aligning capital with core returns. Both $GE and $JNJ are products of an era that rewarded diversification and both are now unwinding it in search of higher ROIs. Not investment advice"  
[X Link](https://x.com/AdamRich_CAF/status/1978484810738765925)  2025-10-15T15:35Z XX followers, XX engagements


"Capital Allocation Insights: $RIO $RIO is tightening its portfolio and cutting capex a sign of discipline but also a signal that even the largest miners cant grow copper much faster. The new CEO is focusing the business on four commodities iron ore aluminum lithium and copper and resetting the playbook: operational discipline project execution and capital efficiency. After years of under-investment Rio is accelerating growth in the right places (Oyu Tolgoi Simandou Pilbara replacements lithium brines) while pulling back overall capex after 2027to US$10B per year. Even with this reinvestment"  
[X Link](https://x.com/AdamRich_CAF/status/1998087459444277445)  2025-12-08T17:49Z XX followers, XXX engagements


"Capital Allocation Insights: $BASF Chemicals spent a decade overbuilding capacity driven by Chinas massive petchem expansion and global energy companies pushing downstream. Demand never kept up. Spreads and ROIC collapsed. $BASF s CMD shows what comes next: Discipline not capacity. CapEx for 20252028 cut to 16bn now below depreciation. Megaproject era over; only selective high-ROI nodes get capital. Coatings Food & Health feed enzymes Ag Solutions carve-outs and sales not new platforms. 2.1bn cost cuts + 3bn working-capital release turn self-help into the growth engine. If the global"  
[X Link](https://x.com/AdamRich_CAF/status/1998439443816980689)  2025-12-09T17:07Z XX followers, XXX engagements