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# ![@ArenaManCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1698371192225492992.png) @ArenaManCapital ARENA MAN CAPITAL

ARENA MAN CAPITAL posts on X about $csuto, $toiv, ai, money the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1698371192225492992/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698371192225492992/c:line/m:interactions.svg)

- [--] Week [------] +13%
- [--] Month [------] +4%
- [--] Months [-------] +117%
- [--] Year [-------] +28%

### Mentions: [--] [#](/creator/twitter::1698371192225492992/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698371192225492992/c:line/m:posts_active.svg)

- [--] Week [--] +62%
- [--] Month [---] +37%
- [--] Months [---] +121%
- [--] Year [---] +13%

### Followers: [-----] [#](/creator/twitter::1698371192225492992/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698371192225492992/c:line/m:followers.svg)

- [--] Week [-----] +0.14%
- [--] Month [-----] +7.10%
- [--] Months [-----] +27%
- [--] Year [-----] +77%

### CreatorRank: [---------] [#](/creator/twitter::1698371192225492992/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1698371192225492992/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  31.13% [stocks](/list/stocks)  17.92% [countries](/list/countries)  9.43% [technology brands](/list/technology-brands)  7.55% [travel destinations](/list/travel-destinations)  3.77% [social networks](/list/social-networks)  1.89% [luxury brands](/list/luxury-brands)  1.89% [automotive brands](/list/automotive-brands)  1.89% [currencies](/list/currencies)  1.89% [gaming](/list/gaming)  0.94%

**Social topic influence**
[$csuto](/topic/$csuto) #30, [$toiv](/topic/$toiv) #8, [ai](/topic/ai) 8.49%, [money](/topic/money) 7.55%, [$chgde](/topic/$chgde) 6.6%, [$tweax](/topic/$tweax) 5.66%, [$2360hk](/topic/$2360hk) #1, [$tbrg](/topic/$tbrg) #1, [$teqst](/topic/$teqst) #2, [$pnpto](/topic/$pnpto) 5.66%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@atelicinvest](/creator/undefined) [@nicoperjes](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@lifelonghacker](/creator/undefined) [@tweglobal](/creator/undefined) [@pagerduty](/creator/undefined) [@cj0pp3l](/creator/undefined) [@andrewdopaco1](/creator/undefined) [@berkelkip](/creator/undefined) [@simonseverino](/creator/undefined) [@hiddengemsinves](/creator/undefined) [@cxodanielz](/creator/undefined) [@tintincapital](/creator/undefined) [@puppyeh1](/creator/undefined) [@nrossett](/creator/undefined) [@recoverytrade](/creator/undefined) [@1lemonaday](/creator/undefined) [@pandawatch88](/creator/undefined) [@marketplunger1](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Shopify Inc (SHOP)](/topic/$shop) [Markel, Corp. (MKL)](/topic/$mkl) [Danaher Corporation (DHR)](/topic/$dhr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Salesforce Inc (CRM)](/topic/$crm) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"2025: 29.04% 2024: 46.6% $TWE.AX $2360.HK $TBRG $MGPI $KARNEL-B.ST $BERNER-B.ST $TEQ.ST $WISE.L $JDG.L $ASE.WA $ACP.WA $TOI.TO $PNP.TO $CSU.TO $TFII.TO $SGN.WA Hope you all have a great [----] [----] YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow. https://t.co/gNFS5ba2Z7 [----] YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I"  
[X Link](https://x.com/ArenaManCapital/status/2007054553276170708)  2026-01-02T11:41Z [----] followers, 10.9K engagements


"$TOI.V acquired Dolist. Competitor to SendGrid/Mailchimp/Twillio/Pilvo among other things. Some defensibility at scale since changing providers can affect deliverability. Changing providers means building reputation on new outgoing IPs and new DNS records (DMARC/SPF/DKIM)"  
[X Link](https://x.com/ArenaManCapital/status/1891506119832432909)  2025-02-17T15:12Z [----] followers, [----] engagements


"@joinyellowbrick Slack Salesforce Datadog JIRA Confluence GitHub etc. all have good OSS options. The code is/was always free. What does AI change when the thing it helps with was free to start with"  
[X Link](https://x.com/ArenaManCapital/status/2022295472229281794)  2026-02-13T13:03Z [----] followers, [---] engagements


"2024 Q1 Portfolio: $DHR $2368.HK $KPG.AX $2360.HK $1523.HK $3600.HK $0833.HK $0941.HK $CHG.DE $CSU.TO $SGN.WA $VTY.L $CRN.L $TEQ.ST $LIFCO-B.ST Cut/trimmed: $883.HK $TOI.V Added: $2360.HK $1523.HK Q1 [----] Performance: 17.88%"  
[X Link](https://x.com/ArenaManCapital/status/1773988772083839131)  2024-03-30T08:20Z [----] followers, 23.8K engagements


"13D filing in $TBRG shows the CEO of Strikwerda Investments (sold $TOI.V stake to $CSU.TO) filed a disclosure of owning 5.1% of TruBridge"  
[X Link](https://x.com/ArenaManCapital/status/1800493015901049250)  2024-06-11T11:39Z [----] followers, [----] engagements


"Live shot of most investors vs. $CSU.TO shareholders"  
[X Link](https://x.com/ArenaManCapital/status/1912716713428414553)  2025-04-17T03:56Z [----] followers, [----] engagements


"In the international terminal in Kunming Yunnan it's mostly $TWE.AX Treasury Wine's brands (Beringer/Penfolds) for sale"  
[X Link](https://x.com/ArenaManCapital/status/2000376172400808205)  2025-12-15T01:23Z [----] followers, [----] engagements


"$TWE.AX released a "clean the decks" update with the new CEO since he can blame old CEO. Stopped the buyback. Undoubtedly outgoing CEO was a bad acquirer. Still trades at an undemanding multiple never seen in it's history amid a recovering industry backdrop and a new CEO. The $TWE.AX acquisition of DAOU two years ago for A$1.5billion looked like utter folly. And so it has proved. This BS about "drinking less but better" and "premiumisation". @TWE_Global upper end range is completely overpriced for what it is so its uncompetitive. Maybe people The $TWE.AX acquisition of DAOU two years ago for"  
[X Link](https://x.com/ArenaManCapital/status/2001095489480249587)  2025-12-17T01:01Z [----] followers, [----] engagements


"This morning my son put his toy game next to mine. Made me happy. Money aside $7974.T Nintendo sells magic moments. Looking forward to my son growing up and us getting to share those experiences"  
[X Link](https://x.com/ArenaManCapital/status/2005507887653880296)  2025-12-29T05:15Z [----] followers, [----] engagements


"$TWE.AX Penfolds ad in Shanghai's Xintiandi. Still the default wine option here especially if the buyer doesn't know much about wine"  
[X Link](https://x.com/ArenaManCapital/status/2006655194701115759)  2026-01-01T09:14Z [----] followers, [----] engagements


"Scare around AI for $CSU.TO and software has been the mentally easiest drawdown for me to weather despite representing 55% of NAV. In a past life started [--] companies worked at many of big tech. Here's a list of topics to help folks gain informed views/conviction. 1/n"  
[X Link](https://x.com/ArenaManCapital/status/2011855514922336374)  2026-01-15T17:38Z [----] followers, 53.5K engagements


"Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge"  
[X Link](https://x.com/ArenaManCapital/status/2015638955254002127)  2026-01-26T04:12Z [----] followers, [----] engagements


"Kept running out of credits so gave Deepseek a whirl. Found it outperformed Claude Sonnet [---] for certain things despite being on a different planet cost wise"  
[X Link](https://x.com/ArenaManCapital/status/2016748227090141594)  2026-01-29T05:40Z [----] followers, [----] engagements


"Putting my backtester to the test has been illuminating. Always assumed P/FCF was a more noisy signal than EV/EBITDA. Cool to see just how much it would affect a backtest for it being the only signal to a quant trading algo. Underscores the importance of normalizing numbers"  
[X Link](https://x.com/ArenaManCapital/status/2017072175333970239)  2026-01-30T03:07Z [----] followers, [----] engagements


"More about SaaS. $GOOG $MSFT $AMZN $NVDA etc. all numerous internal tools teams. I used to be on a few at $NVDA / $AVGO. $GOOG is a $CRM customer with 180K employees. Massive economies of scale. They're busy creating value not reinventing the wheel to save pocket change"  
[X Link](https://x.com/ArenaManCapital/status/2017590105519886600)  2026-01-31T13:25Z [----] followers, [----] engagements


"Conclusion thus far: IMO LLMs suffer from consensus thinking. It is hard to get an LLM to produce original deep thought. Index/momentum hugging investors might have trouble competing but concentrated original thinking investors who know their subject matter are safe. Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge. Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge"  
[X Link](https://x.com/ArenaManCapital/status/2018224541756166386)  2026-02-02T07:26Z [----] followers, [----] engagements


"At age [--] after a career in investing Watsa put on the hedges bet on Blackberry etc. Seems to love jockey investing and maybe not the most infallible of temperaments. Personal theory of Watsa: when people love him you have to dump him and vice versa. New post Fairfax Loves Under Armour. Im Not So Sure. $UA $FFH https://t.co/JORZ8GZaUf New post Fairfax Loves Under Armour. Im Not So Sure. $UA $FFH https://t.co/JORZ8GZaUf"  
[X Link](https://x.com/ArenaManCapital/status/2018386339079823599)  2026-02-02T18:09Z [----] followers, [----] engagements


""In bear markets stocks return to their rightful owners" $1500/share please"  
[X Link](https://x.com/ArenaManCapital/status/2018706349421437323)  2026-02-03T15:21Z [----] followers, [----] engagements


"Talking to CTOs there is a worry that junior engineers are producing so much tech debt with AI they'd rather them code by hand and learn. Junior engs don't know what "good" looks like. Personally I'm reviewing every line and throw away 35% of AI code"  
[X Link](https://x.com/anyuser/status/2019229006793699461)  2026-02-05T01:58Z [----] followers, [----] engagements


"$PD can probably written in a weekend does not really have any switchover cost it's expensive. I imagine with today's economics it probably would be silly to maintain than buy with a org fewer than [---] engs as this is one thing that can't mess up. At 100+ though. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you"  
[X Link](https://x.com/ArenaManCapital/status/2019632290939433400)  2026-02-06T04:40Z [----] followers, [----] engagements


"@CJ0pp3l Cheap furniture. That's the $CSU.TO we know and love"  
[X Link](https://x.com/ArenaManCapital/status/2019643889985139015)  2026-02-06T05:26Z [----] followers, [---] engagements


"Been asked about this quite a bit so here's my brief take on how to build a backtester. Data source is Financial Modeling Prep but good eng means this should be abstracted such that you can switch data sources in a heartbeat. I've got eyes on Factset. 1/ Putting my backtester to the test has been illuminating. Always assumed P/FCF was a more noisy signal than EV/EBITDA. Cool to see just how much it would affect a backtest for it being the only signal to a quant trading algo. Underscores the importance of normalizing numbers. https://t.co/4HmpK58Lwx Putting my backtester to the test has been"  
[X Link](https://x.com/ArenaManCapital/status/2020044026620334460)  2026-02-07T07:56Z [----] followers, [---] engagements


"Tips to optimize the backtester include: use Parquet/DuckDB for the backtest but RDB for permanent store. Processes for serializing back/forth should be rock solid. Optimizing batch sizes/parallelization for HW is important. 5/"  
[X Link](https://x.com/ArenaManCapital/status/2020044035000590445)  2026-02-07T07:56Z [----] followers, [--] engagements


"Overall this took maybe [--] hours of working time with Cursor/Claude Sonnet. It would be moments of thinking playing with my son then getting back to it. People rave about Opus but I found [---] to be about as good as a Stanford new grad (ie. overconfident and retarded). 6/"  
[X Link](https://x.com/ArenaManCapital/status/2020044037127041246)  2026-02-07T07:56Z [----] followers, [---] engagements


"I opted to make the important decisions delegate the grunt work to Sonnet and pocket the savings. Maybe [---] is better I've not yet given it a whirl. But personally I think a world where the best engineers are out of work is a very long ways away if ever. AI is still young. 7/"  
[X Link](https://x.com/ArenaManCapital/status/2020044039169667511)  2026-02-07T07:56Z [----] followers, [---] engagements


"For those who don't know Steven was considered heir-apparent of Microsoft. Made the bet against Silverlight in favour of HTML5 to the chagrin of many at Microsoft. Thinking about that time (1980s) the markets thought object-oriented programming would: * turn software in little parts effortlessly combined into apps with no skills * be so easy even a baby would code https://t.co/OwITtmCbvR Thinking about that time (1980s) the markets thought object-oriented programming would: * turn software in little parts effortlessly combined into apps with no skills * be so easy even a baby would code"  
[X Link](https://x.com/ArenaManCapital/status/2020456943047876787)  2026-02-08T11:17Z [----] followers, [----] engagements


"However there is a lot of obvious value out there. A lot of this is due to market structure. Momentum investing works and unlike value factors the more people use it the better it works as shareholders pile on. By contrast value factors are to be self-correcting. 2/"  
[X Link](https://x.com/ArenaManCapital/status/2021520973653295596)  2026-02-11T09:45Z [----] followers, [--] engagements


"Looking at the trades a 6M momentum strategy makes I find it tends to buy stocks that seem optically expensive at the time. Looking at the stocks today a lot of that value ended up getting justified in retrospect. So there is something to momentum investing. 3/"  
[X Link](https://x.com/ArenaManCapital/status/2021520975859507412)  2026-02-11T09:45Z [----] followers, [--] engagements


"Thus far because LLMs can do a first pass on every security in the world the biggest benefit LLMs can provide I think is sourcing/filtering investment ideas. There are a shocking number of reasonable quality single digit PE companies. 6/"  
[X Link](https://x.com/ArenaManCapital/status/2021520982457086349)  2026-02-11T09:45Z [----] followers, [---] engagements


"In the process I've tried many LLMs. Personally I find they're all far from being ready to be used solely without supervision. Opus [---] still makes really blindingly silly mistakes. Usable software with complexity being made without human supervision seems far fetched. 7/"  
[X Link](https://x.com/ArenaManCapital/status/2021520984147407089)  2026-02-11T09:45Z [----] followers, [---] engagements


"Despite Salesforce Datadog Slack Shopify JIRA Confluence etc. all having free battle tested OSS AI makes free things. more free But we're probably not thinking big enough. Everyone is out of a job. Including moms"  
[X Link](https://x.com/ArenaManCapital/status/2022324731131974129)  2026-02-13T14:59Z [----] followers, [---] engagements


"@NicoperJES Nonsense If you are a police officer you are an expert in security. Of course they understand the DiffieHellman key exchange algorithm and elliptic curve cryptography. That basically makes them experts at building software"  
[X Link](https://x.com/ArenaManCapital/status/2022325481950101905)  2026-02-13T15:02Z [----] followers, [---] engagements


"@joinyellowbrick Is there such a thing as non-hosted OSS anymore Shopify has Wordpress/WooCommerce. GitHub has GitLab. Datadog has Grafana/ELK stack. Amazon sells lots of OSS as hosted SW. The entire OSS model today is to release some software then charge money for hosting it"  
[X Link](https://x.com/ArenaManCapital/status/2022330009680216098)  2026-02-13T15:20Z [----] followers, [---] engagements


"@atelicinvest LOL. One time I had a failing test so Claude deleted the test"  
[X Link](https://x.com/ArenaManCapital/status/2022347569704366191)  2026-02-13T16:30Z [----] followers, [---] engagements


"$LIFCO-B.ST results out. Not particularly pretty. Hope we get a buying opportunity"  
[X Link](https://x.com/anyuser/status/1848607024759951863)  2024-10-22T06:07Z [----] followers, [----] engagements


"Insider purchasing at solar companies seems to indicate they think they know something the market doesn't. $ARRY $ENPH $SEDG"  
[X Link](https://x.com/anyuser/status/1861027936536772880)  2024-11-25T12:43Z [----] followers, [----] engagements


"Basically all $BERNER-B.ST investors are missing the true investment thesis. Basically leather jackets are pure alpha. It's like Mark Leonard and beards"  
[X Link](https://x.com/anyuser/status/1946253643805585888)  2025-07-18T17:00Z [----] followers, [----] engagements


"NGL the coffee game at HK McDonald's is way better than it has any right to be. La Marzocco machine (the Ferrari of espresso machines) great latte art decent glass and by large chain standards decent beans. Whole meal is less than a decent latte somewhere else"  
[X Link](https://x.com/anyuser/status/1971040733764423690)  2025-09-25T02:35Z [----] followers, [----] engagements


"2025 YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow. [----] YTD: 37.1% 2024: 46.6% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG $2360.HK $TFII.TO $2300.TW $ENGH.TO $CHG.DE $BERNER-B.ST $MGPI $TEQ.ST $KARNEL-B.ST $GLV.L $BN.TO $MKL $QIS.TO EUR/USD. 👶 = no time for DD means it's harder to lose money on shitcos😅. https://t.co/8c1sqvK3Vg [----] YTD: 37.1% 2024: 46.6% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG"  
[X Link](https://x.com/ArenaManCapital/status/1973673895208362068)  2025-10-02T08:58Z [----] followers, 26.3K engagements


"$TEQ.ST Q4 [----] out"  
[X Link](https://x.com/ArenaManCapital/status/2022572022405173355)  2026-02-14T07:22Z [----] followers, [----] engagements


"@AndrewDoPaco1 @BerkelKip @atelicinvest Last Companies House filing: Last filing: https://find-and-update.company-information.service.gov.uk/company/01979565/filing-history/MzQ4MzI2MjEwNmFkaXF6a2N4/documentformat=pdf&download=0 https://www.pollutionmonitors.co.uk/ https://find-and-update.company-information.service.gov.uk/company/01979565/filing-history/MzQ4MzI2MjEwNmFkaXF6a2N4/documentformat=pdf&download=0 https://www.pollutionmonitors.co.uk/"  
[X Link](https://x.com/ArenaManCapital/status/2022726882748420394)  2026-02-14T17:37Z [----] followers, [----] engagements


"If you have a baby get yourself a wet vacuum. My [----] year old threw a bowl of noodles on the floor. No problem. A wet vacuum mops and vacuums at the same time. Literally life changing This and a Steve Jobs era MB Air are probably the best things I've owned in my life"  
[X Link](https://x.com/ArenaManCapital/status/2022998826689384468)  2026-02-15T11:38Z [----] followers, [----] engagements


"@joinyellowbrick Prob Cheers. Re: [--]. IMO OSS suckiness is a function of UX. Not a eng velocity problem the thing AI helps with. Re: [--]. AFAIK L6 is still 600k. Engs are still expensive. Maybe you can get a better eng team today Re: [--]. Trinet Agreed offshore HR is still an unsolved problem"  
[X Link](https://x.com/ArenaManCapital/status/2023026706785935608)  2026-02-15T13:28Z [----] followers, [--] engagements


"$CHG.DE Chapters' Group's Berlin based Altamount Software might have a home field advantage against the likes of $CSU.TO's Modaxo. If geopolitics are a consideration as they were with $1.HK's divestment of their port assets I imagine having a EU owner is important"  
[X Link](https://x.com/anyuser/status/1900162913840881884)  2025-03-13T12:31Z [----] followers, [----] engagements


"$CHG.DE Chapters Group results out. Looks reasonable and there's definitely an argument to be made that it is perhaps cheap. Would be interested to see margin trends in the annual report per acquisition cohort"  
[X Link](https://x.com/ArenaManCapital/status/1901551789591458200)  2025-03-17T08:30Z [----] followers, [----] engagements


"$TOI.V Topicus (the operating group) finally makes a few acquisitions. Rumours are there was internal conflict. TSS wanted Topicus to make more acquisitions where Topicus prefers to home grow projects. Perhaps there was some relenting here"  
[X Link](https://x.com/ArenaManCapital/status/1902028017301692621)  2025-03-18T16:03Z [----] followers, [----] engagements


"$TOI.V Topicus historical P/S. Constant-ish look through margin. $ACP.WA share acquisition was [---] and a ton of other capital deployed in the last few months. Likely either historical valuation was expensive or today's valuation is cheap"  
[X Link](https://x.com/anyuser/status/1902967584418382242)  2025-03-21T06:16Z [----] followers, [----] engagements


"@simonseverino No Japanese names [--] HK names. $2360.HK is a bet on management's proven excellence in low cost merchandising especially in wine. $9961.HK is a bet on an OTA's ability to build value in intangibles (brand/IP)"  
[X Link](https://x.com/ArenaManCapital/status/1906938629378978035)  2025-04-01T05:16Z [----] followers, [---] engagements


"Studying $PNP.TO holdings has really made me appreciate $CSU.TO. CSU owns at least [--] other businesses related to $QIS.V under Perseus alone. Would a competing allocator do a better job vs. the data that only $CSU.TO has Many $PNP.TO holdings are difficult investment cases"  
[X Link](https://x.com/anyuser/status/1907501562219594056)  2025-04-02T18:33Z [----] followers, [----] engagements


""Investors are scared of China's erratic policy shifts" America: hold my beer Sometimes the best strategy in a negotiation is convincing the other side that you are crazy. Sometimes the best strategy in a negotiation is convincing the other side that you are crazy"  
[X Link](https://x.com/anyuser/status/1908034596647932178)  2025-04-04T05:51Z [----] followers, [---] engagements


"$TOI.V Topicus/TSS seems to want to conquer Asia"  
[X Link](https://x.com/ArenaManCapital/status/1912887973777228026)  2025-04-17T15:16Z [----] followers, [----] engagements


"In [----] my wife had an advisor who put her funds into a high cost mutual fund. I converted the account to 1/3 each of $CSU.TO $TOI.V and $MKL. A year ago I swapped $TOI.V for $PNP.TO. It's 3x'd in [--] years. Feel like doing nothing is still underrated"  
[X Link](https://x.com/anyuser/status/1916071699759698393)  2025-04-26T10:07Z [----] followers, [----] engagements


"$CSU.TO / $TOI.V seem to be launching unified platforms. Once you have acquired a large percentage of players in a space you can start to integrate. CAC goes down you can drive organic growth by cross selling. Likely churn goes down as tentacles go deeper into an org"  
[X Link](https://x.com/anyuser/status/1917126747369374119)  2025-04-29T08:00Z [----] followers, [----] engagements


"$TOI.V vs. $CSU.TO organic growth and cash used in investing. $TOI.V has M&A hires in Asia et al. Stake in $ACP.WA gives exposure to Eastern Europe. The original $TOI.V thesis at spinoff might actually be playing out. Just took [--] years"  
[X Link](https://x.com/anyuser/status/1922470260650721485)  2025-05-14T01:53Z [----] followers, 12K engagements


"Reminds me a little of $CHG.DE Chapters Group where platform managers are also co-invested in their respective platforms. Granularity and skin in the game is valuable. $CSU.TO For me the highlight of the AGM was the new (experimental) bonus/incentive scheme 🤯 Allowing employees to invest their bonuses in the underlying businesses is a stroke of genius I'm guessing that it will increase alignment and reduce talent turnover Absolute banger https://t.co/HTt3GMcbSK $CSU.TO For me the highlight of the AGM was the new (experimental) bonus/incentive scheme 🤯 Allowing employees to invest their"  
[X Link](https://x.com/anyuser/status/1924521950187049148)  2025-05-19T17:46Z [----] followers, [----] engagements


"L6/$PNP.TO HQ. Was visiting a cousin who lives the next street over. Nice place during the summer next to the beach and it's a very livable neighborhood"  
[X Link](https://x.com/anyuser/status/1925149008688816593)  2025-05-21T11:17Z [----] followers, [----] engagements


"Happy Canada Day / Bonne Fte du Canada"  
[X Link](https://x.com/ArenaManCapital/status/1939855832583430148)  2025-07-01T01:17Z [----] followers, [---] engagements


"First time seeing a Goodbaby $1086.HK stroller outside of Asia. This was in Montreal bought locally and had been used by my wife's friends for many years. Apparently it had been flown with all over the world. Also been seeing V-Tech $303.HK stuff all over the place"  
[X Link](https://x.com/anyuser/status/1944493309164167476)  2025-07-13T20:25Z [----] followers, [----] engagements


"Single 20s guy works hard to buy a Ferrari. Raising kids is more work more stressful and more expensive than that. Feel like the real status symbol is multiple kids. Bad boss isn't as silly as a [--] month old. School could cost multiple Ferraris. Hours are 24/7 nonstop"  
[X Link](https://x.com/anyuser/status/1950171960987832483)  2025-07-29T12:30Z [----] followers, [----] engagements


"$ACP.WA's acquisition of $SGN.WA was approved by UOKiK in a hostile tender in [----]. Didn't transpire but good precedent for the approval of $TOI.V's acquisition of the remaining 14.84%. Found denials by UOKiK rare. An aside: 👶 makes you appreciate when you have time for DD"  
[X Link](https://x.com/anyuser/status/1953881245047238680)  2025-08-08T18:09Z [----] followers, [----] engagements


"Apparently you can study the deep mysteries of the universe with Stephen Hawking and then create shareholder value by acquiring quality businesses at 3-7x EBIT. $JDG.L Podcast #329 is up @HiddenGemsInves returns to discuss his $JGD.L thesis https://t.co/aCdQtFULrg Podcast #329 is up @HiddenGemsInves returns to discuss his $JGD.L thesis https://t.co/aCdQtFULrg"  
[X Link](https://x.com/anyuser/status/1955191995770835101)  2025-08-12T08:57Z [----] followers, [----] engagements


"Fun fact: Epic the world's largest EMR (competitor to $TBRG et al.) runs on MUMPS from [----]. Pre-dates relational databases moon landing etc. "Legacy" software is sticky. Now they can just put an LLM on top of that tech. $CSU.TO / $TOI.V have many years to go IMO"  
[X Link](https://x.com/anyuser/status/1956194246555525330)  2025-08-15T03:20Z [----] followers, [----] engagements


"Sometimes I fantasize about bringing my family home to Canada. Then I compare literal chateaus close to Reims (heart of champagne) and realize they are cheaper than my middle class childhood home in Toronto"  
[X Link](https://x.com/ArenaManCapital/status/1957982735429152835)  2025-08-20T01:47Z [----] followers, [----] engagements


"Related. One of the biggest regrets of my investing career. Friend of mine (value investor and EE) who was senior/early at $ALAB / $ANET pitched $SITM a [--] bagger in under [--] years. Presumably not that many investors have a degree in EE He has since made many millions. [----] TXC Corp. A Breakdown https://t.co/Ms245U1fCg [----] TXC Corp. A Breakdown https://t.co/Ms245U1fCg"  
[X Link](https://x.com/anyuser/status/1958122409019789445)  2025-08-20T11:02Z [----] followers, [----] engagements


"For a few years my wife and I lived with [--] others in NYC. One washroom for [--]. Some of the best memories I've ever had. Took the money and invested it. Allowed my wife and I to become financially free travel the world for a year and now I get to do this full time. Would you live with [--] strangers A sense of community and cheap rents in expensive cities is fueling cohousing in Europe https://t.co/3FWw2kZqko Would you live with [--] strangers A sense of community and cheap rents in expensive cities is fueling cohousing in Europe https://t.co/3FWw2kZqko"  
[X Link](https://x.com/ArenaManCapital/status/1958368433030213904)  2025-08-21T03:19Z [----] followers, [----] engagements


"Maybe an uncommon opinion but I've seen $DGE.L Diageo release subpar spirit in special editions and dilute the brand equity of some of the most incredible storied names. In the long term I don't think they are like $MC.PA LVMH in that they are not good stewards"  
[X Link](https://x.com/ArenaManCapital/status/1960722011111743685)  2025-08-27T15:12Z [----] followers, [----] engagements


"Thesis on $CCLD has some commonalities with $PNP.TO's holding of $TBRG. Bilbel Capitals [----] Semi-Annual Letter is out Returns since inception (February 2022): Bilbel Capital: 1984.74% S&P 500: 51.41% https://t.co/hDlZs4pp4Z Bilbel Capitals [----] Semi-Annual Letter is out Returns since inception (February 2022): Bilbel Capital: 1984.74% S&P 500: 51.41% https://t.co/hDlZs4pp4Z"  
[X Link](https://x.com/anyuser/status/1962707042373902573)  2025-09-02T02:39Z [----] followers, [----] engagements


"$CHG.DE Chapters Group H1 EBITDA up 41% Rev up 51%. They do like to dilute however"  
[X Link](https://x.com/anyuser/status/1965325357101580690)  2025-09-09T08:04Z [----] followers, [----] engagements


"$CSU.TO Constellation Software organizing a call to discuss the impact on AI on Sept [--] at [--] AM ET"  
[X Link](https://x.com/anyuser/status/1967976835465216067)  2025-09-16T15:40Z [----] followers, [----] engagements


"$TOI.V Topicus seems to be expanding geographies pretty rapidly including in the $CSU.TO heartland (and my home town) of Toronto"  
[X Link](https://x.com/ArenaManCapital/status/1968645084632453241)  2025-09-18T11:55Z [----] followers, [----] engagements


"No longer a shareholder but still a believer and regular customer. Today's got extra demand because of the typhoon. That said in my neighborhood it's rare to not see lines. $2360.hk Best Mart 360"  
[X Link](https://x.com/anyuser/status/1969988789314670816)  2025-09-22T04:55Z [----] followers, [----] engagements


"My feelings on $CSU.TO price action"  
[X Link](https://x.com/anyuser/status/1970169184245162086)  2025-09-22T16:51Z [----] followers, [----] engagements


"Imagine for a second you are @CXODanielZ of $TEQ.ST. Asian parents. Rockstar student. Worked for McK/Bain. Likely not enough $ to be free. Borrow 2.14M USD to buy shares on leverage. Today underwater $0.5M. Maybe -ve NW. Pressure must be intense and it shows in '25 acqs"  
[X Link](https://x.com/ArenaManCapital/status/1971193546872099270)  2025-09-25T12:42Z [----] followers, [----] engagements


"$CSU.TO Another conference call to discuss the leadership transition"  
[X Link](https://x.com/anyuser/status/1971706556015321184)  2025-09-26T22:40Z [----] followers, 23.3K engagements


"@Tintincapital Amber Bar downstairs is pretty nice. A lot of whiskies very cheap. I used to go every year and drink [--] drams over a few hours. Would argue $DGE.L has some of the most legendary names but have not been good stewards compared to Beam Suntory $MC.PA et al"  
[X Link](https://x.com/ArenaManCapital/status/1972664982732247545)  2025-09-29T14:09Z [----] followers, [---] engagements


"$TOI.V TSS saying "annyeong haseyo""  
[X Link](https://x.com/ArenaManCapital/status/1973382444834271345)  2025-10-01T13:40Z [----] followers, [----] engagements


"There was a time when $NVDA was less desirable to work for than $DBX and $BOX. Dropbox's free cafeteria had a Michelin Star in [----]. By contrast $NVDA always made employees chip in"  
[X Link](https://x.com/anyuser/status/1975559492340490585)  2025-10-07T13:51Z [----] followers, [----] engagements


"$PNP.TO Pinetree's stock chart looks like a pinetree"  
[X Link](https://x.com/ArenaManCapital/status/1975620624732332045)  2025-10-07T17:53Z [----] followers, [----] engagements


"@puppyeh1 $MC.PA wine brands got that resort on lockdown"  
[X Link](https://x.com/ArenaManCapital/status/1975795391045280036)  2025-10-08T05:28Z [----] followers, [---] engagements


"A bit of divergence in price and earnings for $TWE.AX Treasury Wine Estates. Investors who were probably looking for a pop from a reentry into China are likely disappointed. Broader story for wine is quite scary. Got curious after having mind blowing Australian sparkling wine"  
[X Link](https://x.com/ArenaManCapital/status/1979416393339797912)  2025-10-18T05:16Z [----] followers, [----] engagements


"2503.T Kirin selling Four Roses Bourbon. Iconic very good bourbon. They just don't do anything really outside of the box and "conventional" bourbon has gotten very competitive"  
[X Link](https://x.com/ArenaManCapital/status/1981753631591539190)  2025-10-24T16:04Z [----] followers, [----] engagements


"@nrossett H2 [----] had a [--] time non-cash expense in the form of an impairment of a few brands. Free cash flow is probably a better metric to look at if you're looking at things from [-----] ft"  
[X Link](https://x.com/ArenaManCapital/status/1985189225336307870)  2025-11-03T03:36Z [----] followers, [--] engagements


"$KARNEL-B.ST Karnell Q3 out. All good in Sweden. Lingonberry jam for all"  
[X Link](https://x.com/ArenaManCapital/status/1986003009491640401)  2025-11-05T09:29Z [----] followers, [----] engagements


"What a graph for $CSU.TO Constellation Software Koyfin says it trades at NTM 22.4x PE. Haven't seen this valuation since the earliest days of the pandemic when WTI futures went negative countries closed their borders and Times Square in NYC was completely empty"  
[X Link](https://x.com/ArenaManCapital/status/1986548743311904948)  2025-11-06T21:38Z [----] followers, [----] engagements


"Heard a theory from a former $87.HK $19.HK exec that Swire doesn't try to make money. They do things to spy on China. No idea if that's true. Regardless rarely do HK management teams get full credit That said probably still mispriced. Gross asset value exposure of Hong Kong property developers https://t.co/aOfzlwDklZ Gross asset value exposure of Hong Kong property developers https://t.co/aOfzlwDklZ"  
[X Link](https://x.com/ArenaManCapital/status/1986696387061596413)  2025-11-07T07:25Z [----] followers, [----] engagements


"@RecoveryTrade They're deploying 100B to buy real estate at likely subpar cap rates following the sale of things like Swire Coca-Cola USA. So net-net dispose of high ROE assets from the shareholder to buy low ROE assets What makes you say they are best"  
[X Link](https://x.com/ArenaManCapital/status/1986972950999052316)  2025-11-08T01:44Z [----] followers, [---] engagements


"Being a software engineer turned investor has been torture for the past few years. More or less everything I knew something about had been bid up to infinity. Today I feel like a kid in a candy store. $QTCOM.HE Qt Group (17.5x LTM) makes cross platform UI frameworks. Down 81%"  
[X Link](https://x.com/anyuser/status/1987789786556572018)  2025-11-10T07:49Z [----] followers, [----] engagements


"$NA9.DE Nagarro has had the AI overhang as well. Eventually earnings speak above the noise. It's not as if AI magically gives the tech illiterate the ability to understand OIDC SSL DB read slaves etc. Much of IT services looks undervalued. $GIB.TO $CAP.PA etc"  
[X Link](https://x.com/ArenaManCapital/status/1990599717621997713)  2025-11-18T01:55Z [----] followers, [----] engagements


"$TWE.AX Penfolds Grange display in Shenzhen. Right behind were the Bordeaux first growths. High end wine is definitely very available in China"  
[X Link](https://x.com/ArenaManCapital/status/1992147974655471684)  2025-11-22T08:27Z [----] followers, [----] engagements


"Polymarket bet on an AI crash is at 32% before end of Dec [----]. Polymarket claims to have a 91.9% accuracy rate [--] month prior to an event. Would be curious to see what [--] year accuracy is"  
[X Link](https://x.com/ArenaManCapital/status/2000581716373869052)  2025-12-15T15:00Z [----] followers, [----] engagements


"$CSU.TO issuing series [--] debentures at $133 during a period of high inflation was reasonable timing"  
[X Link](https://x.com/ArenaManCapital/status/2003689797425213562)  2025-12-24T04:50Z [----] followers, [----] engagements


"8 year track record is 30%+. [--] years ago my process required me to estimate an IRR based on div+growth+multiple for any company I investigated after a screen. Was basically completely wrong. Average IRR was 25% vs SPY's 20.5%. 1/"  
[X Link](https://x.com/ArenaManCapital/status/2012872291210682807)  2026-01-18T12:58Z [----] followers, [----] engagements


"Silly $CSU.TO bears ignore the compliance barriers. Say you migrate the data recreate a fair amount of functionality integrate systems etc. Are you CCPA GDPR SOC [--] HIPAA PIPL LGPD SOX PCI DSS FedRAMP NIST SP 800-53 / 800-88 ISO/IEC [-----] & [-----] compliant 99% of founders are building companies wrong. This is why after [--] years of development and [--] months securing approval from the European Commission for Educational Content Compliance. I'm pleased to announce my MasterClass: "The Art of Compliance" In this class I will teach https://t.co/KfaL9xCkL0 99% of founders are building companies"  
[X Link](https://x.com/ArenaManCapital/status/2014257395682419051)  2026-01-22T08:42Z [----] followers, [----] engagements


"Toying with driving my entire inv process by algo since LLMs seem to have improved re: qualitative analysis. Gotta download the entire history of the stock market and wanted to see how clean the data was. Frontends are now trivial to build. Data obv not as good as FactSet"  
[X Link](https://x.com/ArenaManCapital/status/2014282412289929580)  2026-01-22T10:22Z [----] followers, [----] engagements


"@1lemonaday @pandawatch88 New $PDD job requirements: [--] years Python experience must know deadly martial arts"  
[X Link](https://x.com/ArenaManCapital/status/2014551500606087575)  2026-01-23T04:11Z [----] followers, [---] engagements


"5 days with LLMs got me data ingestion corp actions backtesting basic Tikr-like functionality. Gemini produced the inputs that mimic Buffett's style resulting in mkt return. Wanted to use existing platforms but none did Asian equities + conditional logic + plugging in LLMs. Toying with driving my entire inv process by algo since LLMs seem to have improved re: qualitative analysis. Gotta download the entire history of the stock market and wanted to see how clean the data was. Frontends are now trivial to build. Data obv not as good as FactSet https://t.co/zw3foTBkRZ Toying with driving my"  
[X Link](https://x.com/ArenaManCapital/status/2015833885096157607)  2026-01-26T17:07Z [----] followers, [----] engagements


"RT @marketplunger1: Almost bought a software company today. Felt more sick than buying tankers. What a world we live in"  
[X Link](https://x.com/ArenaManCapital/status/2017256913571106825)  2026-01-30T15:21Z [----] followers, [--] engagements


"What have I been doing making DCFs studying management etc. Momentum as a factor has done really well this past decade"  
[X Link](https://x.com/ArenaManCapital/status/2017654682827821536)  2026-01-31T17:42Z [----] followers, [--] engagements


"@ErnestWongBWM Whoever wins it's probably because one side has more Mac Minis running Claude Code"  
[X Link](https://x.com/ArenaManCapital/status/2018383260884361268)  2026-02-02T17:57Z [----] followers, [---] engagements


"@atelicinvest Trying to articulate there are many use cases like porn where UI/visuals can't be substituted. Just find it hard to believe we're going to browse hotel rooms with text descriptions vs. UX with pictures. I'm saying that as the guy who used to compile the Linux kernel for fun"  
[X Link](https://x.com/ArenaManCapital/status/2018507389004333464)  2026-02-03T02:10Z [----] followers, [--] engagements


"Dev tooling for "b/c-team" was always in vogue. $MDB $SNOW etc. are strictly inferior to a crack dev team that can make their infra sing. Half of the best engineers I've ever known have more money then they knew what to do with by [--]. The pool of great engs keeps shrinking. 4/"  
[X Link](https://x.com/ArenaManCapital/status/2018678749638562117)  2026-02-03T13:31Z [----] followers, [--] engagements


"Many of the best I still know all went to Anthropic/OpenAI/etc. Meanwhile I've noticed a decline of eng standards among (American) universities. Few are going to know how to make Postgres sing. Going forward the "Fischer Price" tooling for engineers is going to accelerate. 5/"  
[X Link](https://x.com/ArenaManCapital/status/2018678752692105520)  2026-02-03T13:31Z [----] followers, [--] engagements


"@lifelonghacker Big tech money is pretty sweet. But I do feel it changes you Every $META alum I ever met became more depressed/cynical. $GOOG alum more useless. they'd like veto a dinner spot for a group but offer no suggestions and not help 🤣. Etc"  
[X Link](https://x.com/ArenaManCapital/status/2018717917605486733)  2026-02-03T16:07Z [----] followers, [---] engagements


"@SteigerwaldValu @ErnestWongBWM CS is fantastic value for money It's why I buy it. I guess you're maybe more of a Kilchoman/Ardnahoe kind of a guy"  
[X Link](https://x.com/ArenaManCapital/status/2018733280892436525)  2026-02-03T17:08Z [----] followers, [--] engagements


"RT @firstadopter: Yea be careful folks"  
[X Link](https://x.com/ArenaManCapital/status/2020379245537878209)  2026-02-08T06:08Z [----] followers, [--] engagements


"2025 Q1: 12.5% 2024: 46.6% (mistake in last Q calc) $TOI.V $CSU.TO $PNP.TO $ENGH.TO $SGN.WA $ACP.WA $ASE.WA $CHG.DE $JDG.L $GLV.L $MGPI $PDD $TBRG $2360.HK $9961.HK $BN $LMN.V $QIS.V Personally I'm having trouble finding conviction outside of the bearded. 2024: 47% $TOI.V $CSU.TO $PNP.TO $SGN.WA $CHG.DE $JDG.L $WISE.L $LTI.L $VIT-B.ST $TEQ.ST $2360.HK $2191.HK $66.HK $BKNG $TBRG $LMN.V cash 16.9% Tracking: $MGPI $JKS Now have a son He is who I'm thinking of when investing. https://t.co/XgGHRo6IN7 2024: 47% $TOI.V $CSU.TO $PNP.TO $SGN.WA $CHG.DE $JDG.L $WISE.L $LTI.L $VIT-B.ST $TEQ.ST $2360.HK"  
[X Link](https://x.com/ArenaManCapital/status/1906920695180992584)  2025-04-01T04:04Z [----] followers, 42.3K engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@ArenaManCapital Avatar @ArenaManCapital ARENA MAN CAPITAL

ARENA MAN CAPITAL posts on X about $csuto, $toiv, ai, money the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

Engagements Line Chart

  • [--] Week [------] +13%
  • [--] Month [------] +4%
  • [--] Months [-------] +117%
  • [--] Year [-------] +28%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +62%
  • [--] Month [---] +37%
  • [--] Months [---] +121%
  • [--] Year [---] +13%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.14%
  • [--] Month [-----] +7.10%
  • [--] Months [-----] +27%
  • [--] Year [-----] +77%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 31.13% stocks 17.92% countries 9.43% technology brands 7.55% travel destinations 3.77% social networks 1.89% luxury brands 1.89% automotive brands 1.89% currencies 1.89% gaming 0.94%

Social topic influence $csuto #30, $toiv #8, ai 8.49%, money 7.55%, $chgde 6.6%, $tweax 5.66%, $2360hk #1, $tbrg #1, $teqst #2, $pnpto 5.66%

Top accounts mentioned or mentioned by @joinyellowbrick @atelicinvest @nicoperjes @ernestwongbwm @lifelonghacker @tweglobal @pagerduty @cj0pp3l @andrewdopaco1 @berkelkip @simonseverino @hiddengemsinves @cxodanielz @tintincapital @puppyeh1 @nrossett @recoverytrade @1lemonaday @pandawatch88 @marketplunger1

Top assets mentioned NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Shopify Inc (SHOP) Markel, Corp. (MKL) Danaher Corporation (DHR) Amazon.com, Inc. (AMZN) Broadcom, Inc. (AVGO) Salesforce Inc (CRM) Microsoft Corp. (MSFT)

Top Social Posts

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

"2025: 29.04% 2024: 46.6% $TWE.AX $2360.HK $TBRG $MGPI $KARNEL-B.ST $BERNER-B.ST $TEQ.ST $WISE.L $JDG.L $ASE.WA $ACP.WA $TOI.TO $PNP.TO $CSU.TO $TFII.TO $SGN.WA Hope you all have a great [----] [----] YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow. https://t.co/gNFS5ba2Z7 [----] YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I"
X Link 2026-01-02T11:41Z [----] followers, 10.9K engagements

"$TOI.V acquired Dolist. Competitor to SendGrid/Mailchimp/Twillio/Pilvo among other things. Some defensibility at scale since changing providers can affect deliverability. Changing providers means building reputation on new outgoing IPs and new DNS records (DMARC/SPF/DKIM)"
X Link 2025-02-17T15:12Z [----] followers, [----] engagements

"@joinyellowbrick Slack Salesforce Datadog JIRA Confluence GitHub etc. all have good OSS options. The code is/was always free. What does AI change when the thing it helps with was free to start with"
X Link 2026-02-13T13:03Z [----] followers, [---] engagements

"2024 Q1 Portfolio: $DHR $2368.HK $KPG.AX $2360.HK $1523.HK $3600.HK $0833.HK $0941.HK $CHG.DE $CSU.TO $SGN.WA $VTY.L $CRN.L $TEQ.ST $LIFCO-B.ST Cut/trimmed: $883.HK $TOI.V Added: $2360.HK $1523.HK Q1 [----] Performance: 17.88%"
X Link 2024-03-30T08:20Z [----] followers, 23.8K engagements

"13D filing in $TBRG shows the CEO of Strikwerda Investments (sold $TOI.V stake to $CSU.TO) filed a disclosure of owning 5.1% of TruBridge"
X Link 2024-06-11T11:39Z [----] followers, [----] engagements

"Live shot of most investors vs. $CSU.TO shareholders"
X Link 2025-04-17T03:56Z [----] followers, [----] engagements

"In the international terminal in Kunming Yunnan it's mostly $TWE.AX Treasury Wine's brands (Beringer/Penfolds) for sale"
X Link 2025-12-15T01:23Z [----] followers, [----] engagements

"$TWE.AX released a "clean the decks" update with the new CEO since he can blame old CEO. Stopped the buyback. Undoubtedly outgoing CEO was a bad acquirer. Still trades at an undemanding multiple never seen in it's history amid a recovering industry backdrop and a new CEO. The $TWE.AX acquisition of DAOU two years ago for A$1.5billion looked like utter folly. And so it has proved. This BS about "drinking less but better" and "premiumisation". @TWE_Global upper end range is completely overpriced for what it is so its uncompetitive. Maybe people The $TWE.AX acquisition of DAOU two years ago for"
X Link 2025-12-17T01:01Z [----] followers, [----] engagements

"This morning my son put his toy game next to mine. Made me happy. Money aside $7974.T Nintendo sells magic moments. Looking forward to my son growing up and us getting to share those experiences"
X Link 2025-12-29T05:15Z [----] followers, [----] engagements

"$TWE.AX Penfolds ad in Shanghai's Xintiandi. Still the default wine option here especially if the buyer doesn't know much about wine"
X Link 2026-01-01T09:14Z [----] followers, [----] engagements

"Scare around AI for $CSU.TO and software has been the mentally easiest drawdown for me to weather despite representing 55% of NAV. In a past life started [--] companies worked at many of big tech. Here's a list of topics to help folks gain informed views/conviction. 1/n"
X Link 2026-01-15T17:38Z [----] followers, 53.5K engagements

"Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge"
X Link 2026-01-26T04:12Z [----] followers, [----] engagements

"Kept running out of credits so gave Deepseek a whirl. Found it outperformed Claude Sonnet [---] for certain things despite being on a different planet cost wise"
X Link 2026-01-29T05:40Z [----] followers, [----] engagements

"Putting my backtester to the test has been illuminating. Always assumed P/FCF was a more noisy signal than EV/EBITDA. Cool to see just how much it would affect a backtest for it being the only signal to a quant trading algo. Underscores the importance of normalizing numbers"
X Link 2026-01-30T03:07Z [----] followers, [----] engagements

"More about SaaS. $GOOG $MSFT $AMZN $NVDA etc. all numerous internal tools teams. I used to be on a few at $NVDA / $AVGO. $GOOG is a $CRM customer with 180K employees. Massive economies of scale. They're busy creating value not reinventing the wheel to save pocket change"
X Link 2026-01-31T13:25Z [----] followers, [----] engagements

"Conclusion thus far: IMO LLMs suffer from consensus thinking. It is hard to get an LLM to produce original deep thought. Index/momentum hugging investors might have trouble competing but concentrated original thinking investors who know their subject matter are safe. Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge. Today what edges do humans have over machines in investing The edges I see in machines over humans are emotional and research/knowledge"
X Link 2026-02-02T07:26Z [----] followers, [----] engagements

"At age [--] after a career in investing Watsa put on the hedges bet on Blackberry etc. Seems to love jockey investing and maybe not the most infallible of temperaments. Personal theory of Watsa: when people love him you have to dump him and vice versa. New post Fairfax Loves Under Armour. Im Not So Sure. $UA $FFH https://t.co/JORZ8GZaUf New post Fairfax Loves Under Armour. Im Not So Sure. $UA $FFH https://t.co/JORZ8GZaUf"
X Link 2026-02-02T18:09Z [----] followers, [----] engagements

""In bear markets stocks return to their rightful owners" $1500/share please"
X Link 2026-02-03T15:21Z [----] followers, [----] engagements

"Talking to CTOs there is a worry that junior engineers are producing so much tech debt with AI they'd rather them code by hand and learn. Junior engs don't know what "good" looks like. Personally I'm reviewing every line and throw away 35% of AI code"
X Link 2026-02-05T01:58Z [----] followers, [----] engagements

"$PD can probably written in a weekend does not really have any switchover cost it's expensive. I imagine with today's economics it probably would be silly to maintain than buy with a org fewer than [---] engs as this is one thing that can't mess up. At 100+ though. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you. Every time ive gotten paged by $PD ive shorted the stock. Im up $76K shorting this. Fucking trash product. @pagerduty fuck you"
X Link 2026-02-06T04:40Z [----] followers, [----] engagements

"@CJ0pp3l Cheap furniture. That's the $CSU.TO we know and love"
X Link 2026-02-06T05:26Z [----] followers, [---] engagements

"Been asked about this quite a bit so here's my brief take on how to build a backtester. Data source is Financial Modeling Prep but good eng means this should be abstracted such that you can switch data sources in a heartbeat. I've got eyes on Factset. 1/ Putting my backtester to the test has been illuminating. Always assumed P/FCF was a more noisy signal than EV/EBITDA. Cool to see just how much it would affect a backtest for it being the only signal to a quant trading algo. Underscores the importance of normalizing numbers. https://t.co/4HmpK58Lwx Putting my backtester to the test has been"
X Link 2026-02-07T07:56Z [----] followers, [---] engagements

"Tips to optimize the backtester include: use Parquet/DuckDB for the backtest but RDB for permanent store. Processes for serializing back/forth should be rock solid. Optimizing batch sizes/parallelization for HW is important. 5/"
X Link 2026-02-07T07:56Z [----] followers, [--] engagements

"Overall this took maybe [--] hours of working time with Cursor/Claude Sonnet. It would be moments of thinking playing with my son then getting back to it. People rave about Opus but I found [---] to be about as good as a Stanford new grad (ie. overconfident and retarded). 6/"
X Link 2026-02-07T07:56Z [----] followers, [---] engagements

"I opted to make the important decisions delegate the grunt work to Sonnet and pocket the savings. Maybe [---] is better I've not yet given it a whirl. But personally I think a world where the best engineers are out of work is a very long ways away if ever. AI is still young. 7/"
X Link 2026-02-07T07:56Z [----] followers, [---] engagements

"For those who don't know Steven was considered heir-apparent of Microsoft. Made the bet against Silverlight in favour of HTML5 to the chagrin of many at Microsoft. Thinking about that time (1980s) the markets thought object-oriented programming would: * turn software in little parts effortlessly combined into apps with no skills * be so easy even a baby would code https://t.co/OwITtmCbvR Thinking about that time (1980s) the markets thought object-oriented programming would: * turn software in little parts effortlessly combined into apps with no skills * be so easy even a baby would code"
X Link 2026-02-08T11:17Z [----] followers, [----] engagements

"However there is a lot of obvious value out there. A lot of this is due to market structure. Momentum investing works and unlike value factors the more people use it the better it works as shareholders pile on. By contrast value factors are to be self-correcting. 2/"
X Link 2026-02-11T09:45Z [----] followers, [--] engagements

"Looking at the trades a 6M momentum strategy makes I find it tends to buy stocks that seem optically expensive at the time. Looking at the stocks today a lot of that value ended up getting justified in retrospect. So there is something to momentum investing. 3/"
X Link 2026-02-11T09:45Z [----] followers, [--] engagements

"Thus far because LLMs can do a first pass on every security in the world the biggest benefit LLMs can provide I think is sourcing/filtering investment ideas. There are a shocking number of reasonable quality single digit PE companies. 6/"
X Link 2026-02-11T09:45Z [----] followers, [---] engagements

"In the process I've tried many LLMs. Personally I find they're all far from being ready to be used solely without supervision. Opus [---] still makes really blindingly silly mistakes. Usable software with complexity being made without human supervision seems far fetched. 7/"
X Link 2026-02-11T09:45Z [----] followers, [---] engagements

"Despite Salesforce Datadog Slack Shopify JIRA Confluence etc. all having free battle tested OSS AI makes free things. more free But we're probably not thinking big enough. Everyone is out of a job. Including moms"
X Link 2026-02-13T14:59Z [----] followers, [---] engagements

"@NicoperJES Nonsense If you are a police officer you are an expert in security. Of course they understand the DiffieHellman key exchange algorithm and elliptic curve cryptography. That basically makes them experts at building software"
X Link 2026-02-13T15:02Z [----] followers, [---] engagements

"@joinyellowbrick Is there such a thing as non-hosted OSS anymore Shopify has Wordpress/WooCommerce. GitHub has GitLab. Datadog has Grafana/ELK stack. Amazon sells lots of OSS as hosted SW. The entire OSS model today is to release some software then charge money for hosting it"
X Link 2026-02-13T15:20Z [----] followers, [---] engagements

"@atelicinvest LOL. One time I had a failing test so Claude deleted the test"
X Link 2026-02-13T16:30Z [----] followers, [---] engagements

"$LIFCO-B.ST results out. Not particularly pretty. Hope we get a buying opportunity"
X Link 2024-10-22T06:07Z [----] followers, [----] engagements

"Insider purchasing at solar companies seems to indicate they think they know something the market doesn't. $ARRY $ENPH $SEDG"
X Link 2024-11-25T12:43Z [----] followers, [----] engagements

"Basically all $BERNER-B.ST investors are missing the true investment thesis. Basically leather jackets are pure alpha. It's like Mark Leonard and beards"
X Link 2025-07-18T17:00Z [----] followers, [----] engagements

"NGL the coffee game at HK McDonald's is way better than it has any right to be. La Marzocco machine (the Ferrari of espresso machines) great latte art decent glass and by large chain standards decent beans. Whole meal is less than a decent latte somewhere else"
X Link 2025-09-25T02:35Z [----] followers, [----] engagements

"2025 YTD: 30.6% 2024: 46.6% $TOI.V $CSU.TO $SGN.WA $LMN.V $ACP.WA $ASE.WA $JDG.L $TEQ.ST $BERNER-B.ST $KARNEL-B.ST $MGPI $TBRG $2330.TW $BN.TO I miss the days when people were scared of HK and thought China was going to collapse tomorrow. [----] YTD: 37.1% 2024: 46.6% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG $2360.HK $TFII.TO $2300.TW $ENGH.TO $CHG.DE $BERNER-B.ST $MGPI $TEQ.ST $KARNEL-B.ST $GLV.L $BN.TO $MKL $QIS.TO EUR/USD. 👶 = no time for DD means it's harder to lose money on shitcos😅. https://t.co/8c1sqvK3Vg [----] YTD: 37.1% 2024: 46.6% $TOI.V $SGN.WA $ACP.WA $ASE.WA $JDG.L $TBRG"
X Link 2025-10-02T08:58Z [----] followers, 26.3K engagements

"$TEQ.ST Q4 [----] out"
X Link 2026-02-14T07:22Z [----] followers, [----] engagements

"@AndrewDoPaco1 @BerkelKip @atelicinvest Last Companies House filing: Last filing: https://find-and-update.company-information.service.gov.uk/company/01979565/filing-history/MzQ4MzI2MjEwNmFkaXF6a2N4/documentformat=pdf&download=0 https://www.pollutionmonitors.co.uk/ https://find-and-update.company-information.service.gov.uk/company/01979565/filing-history/MzQ4MzI2MjEwNmFkaXF6a2N4/documentformat=pdf&download=0 https://www.pollutionmonitors.co.uk/"
X Link 2026-02-14T17:37Z [----] followers, [----] engagements

"If you have a baby get yourself a wet vacuum. My [----] year old threw a bowl of noodles on the floor. No problem. A wet vacuum mops and vacuums at the same time. Literally life changing This and a Steve Jobs era MB Air are probably the best things I've owned in my life"
X Link 2026-02-15T11:38Z [----] followers, [----] engagements

"@joinyellowbrick Prob Cheers. Re: [--]. IMO OSS suckiness is a function of UX. Not a eng velocity problem the thing AI helps with. Re: [--]. AFAIK L6 is still 600k. Engs are still expensive. Maybe you can get a better eng team today Re: [--]. Trinet Agreed offshore HR is still an unsolved problem"
X Link 2026-02-15T13:28Z [----] followers, [--] engagements

"$CHG.DE Chapters' Group's Berlin based Altamount Software might have a home field advantage against the likes of $CSU.TO's Modaxo. If geopolitics are a consideration as they were with $1.HK's divestment of their port assets I imagine having a EU owner is important"
X Link 2025-03-13T12:31Z [----] followers, [----] engagements

"$CHG.DE Chapters Group results out. Looks reasonable and there's definitely an argument to be made that it is perhaps cheap. Would be interested to see margin trends in the annual report per acquisition cohort"
X Link 2025-03-17T08:30Z [----] followers, [----] engagements

"$TOI.V Topicus (the operating group) finally makes a few acquisitions. Rumours are there was internal conflict. TSS wanted Topicus to make more acquisitions where Topicus prefers to home grow projects. Perhaps there was some relenting here"
X Link 2025-03-18T16:03Z [----] followers, [----] engagements

"$TOI.V Topicus historical P/S. Constant-ish look through margin. $ACP.WA share acquisition was [---] and a ton of other capital deployed in the last few months. Likely either historical valuation was expensive or today's valuation is cheap"
X Link 2025-03-21T06:16Z [----] followers, [----] engagements

"@simonseverino No Japanese names [--] HK names. $2360.HK is a bet on management's proven excellence in low cost merchandising especially in wine. $9961.HK is a bet on an OTA's ability to build value in intangibles (brand/IP)"
X Link 2025-04-01T05:16Z [----] followers, [---] engagements

"Studying $PNP.TO holdings has really made me appreciate $CSU.TO. CSU owns at least [--] other businesses related to $QIS.V under Perseus alone. Would a competing allocator do a better job vs. the data that only $CSU.TO has Many $PNP.TO holdings are difficult investment cases"
X Link 2025-04-02T18:33Z [----] followers, [----] engagements

""Investors are scared of China's erratic policy shifts" America: hold my beer Sometimes the best strategy in a negotiation is convincing the other side that you are crazy. Sometimes the best strategy in a negotiation is convincing the other side that you are crazy"
X Link 2025-04-04T05:51Z [----] followers, [---] engagements

"$TOI.V Topicus/TSS seems to want to conquer Asia"
X Link 2025-04-17T15:16Z [----] followers, [----] engagements

"In [----] my wife had an advisor who put her funds into a high cost mutual fund. I converted the account to 1/3 each of $CSU.TO $TOI.V and $MKL. A year ago I swapped $TOI.V for $PNP.TO. It's 3x'd in [--] years. Feel like doing nothing is still underrated"
X Link 2025-04-26T10:07Z [----] followers, [----] engagements

"$CSU.TO / $TOI.V seem to be launching unified platforms. Once you have acquired a large percentage of players in a space you can start to integrate. CAC goes down you can drive organic growth by cross selling. Likely churn goes down as tentacles go deeper into an org"
X Link 2025-04-29T08:00Z [----] followers, [----] engagements

"$TOI.V vs. $CSU.TO organic growth and cash used in investing. $TOI.V has M&A hires in Asia et al. Stake in $ACP.WA gives exposure to Eastern Europe. The original $TOI.V thesis at spinoff might actually be playing out. Just took [--] years"
X Link 2025-05-14T01:53Z [----] followers, 12K engagements

"Reminds me a little of $CHG.DE Chapters Group where platform managers are also co-invested in their respective platforms. Granularity and skin in the game is valuable. $CSU.TO For me the highlight of the AGM was the new (experimental) bonus/incentive scheme 🤯 Allowing employees to invest their bonuses in the underlying businesses is a stroke of genius I'm guessing that it will increase alignment and reduce talent turnover Absolute banger https://t.co/HTt3GMcbSK $CSU.TO For me the highlight of the AGM was the new (experimental) bonus/incentive scheme 🤯 Allowing employees to invest their"
X Link 2025-05-19T17:46Z [----] followers, [----] engagements

"L6/$PNP.TO HQ. Was visiting a cousin who lives the next street over. Nice place during the summer next to the beach and it's a very livable neighborhood"
X Link 2025-05-21T11:17Z [----] followers, [----] engagements

"Happy Canada Day / Bonne Fte du Canada"
X Link 2025-07-01T01:17Z [----] followers, [---] engagements

"First time seeing a Goodbaby $1086.HK stroller outside of Asia. This was in Montreal bought locally and had been used by my wife's friends for many years. Apparently it had been flown with all over the world. Also been seeing V-Tech $303.HK stuff all over the place"
X Link 2025-07-13T20:25Z [----] followers, [----] engagements

"Single 20s guy works hard to buy a Ferrari. Raising kids is more work more stressful and more expensive than that. Feel like the real status symbol is multiple kids. Bad boss isn't as silly as a [--] month old. School could cost multiple Ferraris. Hours are 24/7 nonstop"
X Link 2025-07-29T12:30Z [----] followers, [----] engagements

"$ACP.WA's acquisition of $SGN.WA was approved by UOKiK in a hostile tender in [----]. Didn't transpire but good precedent for the approval of $TOI.V's acquisition of the remaining 14.84%. Found denials by UOKiK rare. An aside: 👶 makes you appreciate when you have time for DD"
X Link 2025-08-08T18:09Z [----] followers, [----] engagements

"Apparently you can study the deep mysteries of the universe with Stephen Hawking and then create shareholder value by acquiring quality businesses at 3-7x EBIT. $JDG.L Podcast #329 is up @HiddenGemsInves returns to discuss his $JGD.L thesis https://t.co/aCdQtFULrg Podcast #329 is up @HiddenGemsInves returns to discuss his $JGD.L thesis https://t.co/aCdQtFULrg"
X Link 2025-08-12T08:57Z [----] followers, [----] engagements

"Fun fact: Epic the world's largest EMR (competitor to $TBRG et al.) runs on MUMPS from [----]. Pre-dates relational databases moon landing etc. "Legacy" software is sticky. Now they can just put an LLM on top of that tech. $CSU.TO / $TOI.V have many years to go IMO"
X Link 2025-08-15T03:20Z [----] followers, [----] engagements

"Sometimes I fantasize about bringing my family home to Canada. Then I compare literal chateaus close to Reims (heart of champagne) and realize they are cheaper than my middle class childhood home in Toronto"
X Link 2025-08-20T01:47Z [----] followers, [----] engagements

"Related. One of the biggest regrets of my investing career. Friend of mine (value investor and EE) who was senior/early at $ALAB / $ANET pitched $SITM a [--] bagger in under [--] years. Presumably not that many investors have a degree in EE He has since made many millions. [----] TXC Corp. A Breakdown https://t.co/Ms245U1fCg [----] TXC Corp. A Breakdown https://t.co/Ms245U1fCg"
X Link 2025-08-20T11:02Z [----] followers, [----] engagements

"For a few years my wife and I lived with [--] others in NYC. One washroom for [--]. Some of the best memories I've ever had. Took the money and invested it. Allowed my wife and I to become financially free travel the world for a year and now I get to do this full time. Would you live with [--] strangers A sense of community and cheap rents in expensive cities is fueling cohousing in Europe https://t.co/3FWw2kZqko Would you live with [--] strangers A sense of community and cheap rents in expensive cities is fueling cohousing in Europe https://t.co/3FWw2kZqko"
X Link 2025-08-21T03:19Z [----] followers, [----] engagements

"Maybe an uncommon opinion but I've seen $DGE.L Diageo release subpar spirit in special editions and dilute the brand equity of some of the most incredible storied names. In the long term I don't think they are like $MC.PA LVMH in that they are not good stewards"
X Link 2025-08-27T15:12Z [----] followers, [----] engagements

"Thesis on $CCLD has some commonalities with $PNP.TO's holding of $TBRG. Bilbel Capitals [----] Semi-Annual Letter is out Returns since inception (February 2022): Bilbel Capital: 1984.74% S&P 500: 51.41% https://t.co/hDlZs4pp4Z Bilbel Capitals [----] Semi-Annual Letter is out Returns since inception (February 2022): Bilbel Capital: 1984.74% S&P 500: 51.41% https://t.co/hDlZs4pp4Z"
X Link 2025-09-02T02:39Z [----] followers, [----] engagements

"$CHG.DE Chapters Group H1 EBITDA up 41% Rev up 51%. They do like to dilute however"
X Link 2025-09-09T08:04Z [----] followers, [----] engagements

"$CSU.TO Constellation Software organizing a call to discuss the impact on AI on Sept [--] at [--] AM ET"
X Link 2025-09-16T15:40Z [----] followers, [----] engagements

"$TOI.V Topicus seems to be expanding geographies pretty rapidly including in the $CSU.TO heartland (and my home town) of Toronto"
X Link 2025-09-18T11:55Z [----] followers, [----] engagements

"No longer a shareholder but still a believer and regular customer. Today's got extra demand because of the typhoon. That said in my neighborhood it's rare to not see lines. $2360.hk Best Mart 360"
X Link 2025-09-22T04:55Z [----] followers, [----] engagements

"My feelings on $CSU.TO price action"
X Link 2025-09-22T16:51Z [----] followers, [----] engagements

"Imagine for a second you are @CXODanielZ of $TEQ.ST. Asian parents. Rockstar student. Worked for McK/Bain. Likely not enough $ to be free. Borrow 2.14M USD to buy shares on leverage. Today underwater $0.5M. Maybe -ve NW. Pressure must be intense and it shows in '25 acqs"
X Link 2025-09-25T12:42Z [----] followers, [----] engagements

"$CSU.TO Another conference call to discuss the leadership transition"
X Link 2025-09-26T22:40Z [----] followers, 23.3K engagements

"@Tintincapital Amber Bar downstairs is pretty nice. A lot of whiskies very cheap. I used to go every year and drink [--] drams over a few hours. Would argue $DGE.L has some of the most legendary names but have not been good stewards compared to Beam Suntory $MC.PA et al"
X Link 2025-09-29T14:09Z [----] followers, [---] engagements

"$TOI.V TSS saying "annyeong haseyo""
X Link 2025-10-01T13:40Z [----] followers, [----] engagements

"There was a time when $NVDA was less desirable to work for than $DBX and $BOX. Dropbox's free cafeteria had a Michelin Star in [----]. By contrast $NVDA always made employees chip in"
X Link 2025-10-07T13:51Z [----] followers, [----] engagements

"$PNP.TO Pinetree's stock chart looks like a pinetree"
X Link 2025-10-07T17:53Z [----] followers, [----] engagements

"@puppyeh1 $MC.PA wine brands got that resort on lockdown"
X Link 2025-10-08T05:28Z [----] followers, [---] engagements

"A bit of divergence in price and earnings for $TWE.AX Treasury Wine Estates. Investors who were probably looking for a pop from a reentry into China are likely disappointed. Broader story for wine is quite scary. Got curious after having mind blowing Australian sparkling wine"
X Link 2025-10-18T05:16Z [----] followers, [----] engagements

"2503.T Kirin selling Four Roses Bourbon. Iconic very good bourbon. They just don't do anything really outside of the box and "conventional" bourbon has gotten very competitive"
X Link 2025-10-24T16:04Z [----] followers, [----] engagements

"@nrossett H2 [----] had a [--] time non-cash expense in the form of an impairment of a few brands. Free cash flow is probably a better metric to look at if you're looking at things from [-----] ft"
X Link 2025-11-03T03:36Z [----] followers, [--] engagements

"$KARNEL-B.ST Karnell Q3 out. All good in Sweden. Lingonberry jam for all"
X Link 2025-11-05T09:29Z [----] followers, [----] engagements

"What a graph for $CSU.TO Constellation Software Koyfin says it trades at NTM 22.4x PE. Haven't seen this valuation since the earliest days of the pandemic when WTI futures went negative countries closed their borders and Times Square in NYC was completely empty"
X Link 2025-11-06T21:38Z [----] followers, [----] engagements

"Heard a theory from a former $87.HK $19.HK exec that Swire doesn't try to make money. They do things to spy on China. No idea if that's true. Regardless rarely do HK management teams get full credit That said probably still mispriced. Gross asset value exposure of Hong Kong property developers https://t.co/aOfzlwDklZ Gross asset value exposure of Hong Kong property developers https://t.co/aOfzlwDklZ"
X Link 2025-11-07T07:25Z [----] followers, [----] engagements

"@RecoveryTrade They're deploying 100B to buy real estate at likely subpar cap rates following the sale of things like Swire Coca-Cola USA. So net-net dispose of high ROE assets from the shareholder to buy low ROE assets What makes you say they are best"
X Link 2025-11-08T01:44Z [----] followers, [---] engagements

"Being a software engineer turned investor has been torture for the past few years. More or less everything I knew something about had been bid up to infinity. Today I feel like a kid in a candy store. $QTCOM.HE Qt Group (17.5x LTM) makes cross platform UI frameworks. Down 81%"
X Link 2025-11-10T07:49Z [----] followers, [----] engagements

"$NA9.DE Nagarro has had the AI overhang as well. Eventually earnings speak above the noise. It's not as if AI magically gives the tech illiterate the ability to understand OIDC SSL DB read slaves etc. Much of IT services looks undervalued. $GIB.TO $CAP.PA etc"
X Link 2025-11-18T01:55Z [----] followers, [----] engagements

"$TWE.AX Penfolds Grange display in Shenzhen. Right behind were the Bordeaux first growths. High end wine is definitely very available in China"
X Link 2025-11-22T08:27Z [----] followers, [----] engagements

"Polymarket bet on an AI crash is at 32% before end of Dec [----]. Polymarket claims to have a 91.9% accuracy rate [--] month prior to an event. Would be curious to see what [--] year accuracy is"
X Link 2025-12-15T15:00Z [----] followers, [----] engagements

"$CSU.TO issuing series [--] debentures at $133 during a period of high inflation was reasonable timing"
X Link 2025-12-24T04:50Z [----] followers, [----] engagements

"8 year track record is 30%+. [--] years ago my process required me to estimate an IRR based on div+growth+multiple for any company I investigated after a screen. Was basically completely wrong. Average IRR was 25% vs SPY's 20.5%. 1/"
X Link 2026-01-18T12:58Z [----] followers, [----] engagements

"Silly $CSU.TO bears ignore the compliance barriers. Say you migrate the data recreate a fair amount of functionality integrate systems etc. Are you CCPA GDPR SOC [--] HIPAA PIPL LGPD SOX PCI DSS FedRAMP NIST SP 800-53 / 800-88 ISO/IEC [-----] & [-----] compliant 99% of founders are building companies wrong. This is why after [--] years of development and [--] months securing approval from the European Commission for Educational Content Compliance. I'm pleased to announce my MasterClass: "The Art of Compliance" In this class I will teach https://t.co/KfaL9xCkL0 99% of founders are building companies"
X Link 2026-01-22T08:42Z [----] followers, [----] engagements

"Toying with driving my entire inv process by algo since LLMs seem to have improved re: qualitative analysis. Gotta download the entire history of the stock market and wanted to see how clean the data was. Frontends are now trivial to build. Data obv not as good as FactSet"
X Link 2026-01-22T10:22Z [----] followers, [----] engagements

"@1lemonaday @pandawatch88 New $PDD job requirements: [--] years Python experience must know deadly martial arts"
X Link 2026-01-23T04:11Z [----] followers, [---] engagements

"5 days with LLMs got me data ingestion corp actions backtesting basic Tikr-like functionality. Gemini produced the inputs that mimic Buffett's style resulting in mkt return. Wanted to use existing platforms but none did Asian equities + conditional logic + plugging in LLMs. Toying with driving my entire inv process by algo since LLMs seem to have improved re: qualitative analysis. Gotta download the entire history of the stock market and wanted to see how clean the data was. Frontends are now trivial to build. Data obv not as good as FactSet https://t.co/zw3foTBkRZ Toying with driving my"
X Link 2026-01-26T17:07Z [----] followers, [----] engagements

"RT @marketplunger1: Almost bought a software company today. Felt more sick than buying tankers. What a world we live in"
X Link 2026-01-30T15:21Z [----] followers, [--] engagements

"What have I been doing making DCFs studying management etc. Momentum as a factor has done really well this past decade"
X Link 2026-01-31T17:42Z [----] followers, [--] engagements

"@ErnestWongBWM Whoever wins it's probably because one side has more Mac Minis running Claude Code"
X Link 2026-02-02T17:57Z [----] followers, [---] engagements

"@atelicinvest Trying to articulate there are many use cases like porn where UI/visuals can't be substituted. Just find it hard to believe we're going to browse hotel rooms with text descriptions vs. UX with pictures. I'm saying that as the guy who used to compile the Linux kernel for fun"
X Link 2026-02-03T02:10Z [----] followers, [--] engagements

"Dev tooling for "b/c-team" was always in vogue. $MDB $SNOW etc. are strictly inferior to a crack dev team that can make their infra sing. Half of the best engineers I've ever known have more money then they knew what to do with by [--]. The pool of great engs keeps shrinking. 4/"
X Link 2026-02-03T13:31Z [----] followers, [--] engagements

"Many of the best I still know all went to Anthropic/OpenAI/etc. Meanwhile I've noticed a decline of eng standards among (American) universities. Few are going to know how to make Postgres sing. Going forward the "Fischer Price" tooling for engineers is going to accelerate. 5/"
X Link 2026-02-03T13:31Z [----] followers, [--] engagements

"@lifelonghacker Big tech money is pretty sweet. But I do feel it changes you Every $META alum I ever met became more depressed/cynical. $GOOG alum more useless. they'd like veto a dinner spot for a group but offer no suggestions and not help 🤣. Etc"
X Link 2026-02-03T16:07Z [----] followers, [---] engagements

"@SteigerwaldValu @ErnestWongBWM CS is fantastic value for money It's why I buy it. I guess you're maybe more of a Kilchoman/Ardnahoe kind of a guy"
X Link 2026-02-03T17:08Z [----] followers, [--] engagements

"RT @firstadopter: Yea be careful folks"
X Link 2026-02-08T06:08Z [----] followers, [--] engagements

"2025 Q1: 12.5% 2024: 46.6% (mistake in last Q calc) $TOI.V $CSU.TO $PNP.TO $ENGH.TO $SGN.WA $ACP.WA $ASE.WA $CHG.DE $JDG.L $GLV.L $MGPI $PDD $TBRG $2360.HK $9961.HK $BN $LMN.V $QIS.V Personally I'm having trouble finding conviction outside of the bearded. 2024: 47% $TOI.V $CSU.TO $PNP.TO $SGN.WA $CHG.DE $JDG.L $WISE.L $LTI.L $VIT-B.ST $TEQ.ST $2360.HK $2191.HK $66.HK $BKNG $TBRG $LMN.V cash 16.9% Tracking: $MGPI $JKS Now have a son He is who I'm thinking of when investing. https://t.co/XgGHRo6IN7 2024: 47% $TOI.V $CSU.TO $PNP.TO $SGN.WA $CHG.DE $JDG.L $WISE.L $LTI.L $VIT-B.ST $TEQ.ST $2360.HK"
X Link 2025-04-01T04:04Z [----] followers, 42.3K engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

  • topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_id: The [network]::[unique_id] for the influencer
  • creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_posts: total number of posts with interactions in the last [--] hours
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

  • network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
  • id: Provide the unique ID or screen name of the creator required

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

  • creator_id: The [network]::[unique_id] for the influencer
  • creator_name: The unique screen name for the influencer
  • creator_display_name: The chosen display name for the influencer if available
  • creator_avatar: The URL to the avatar for the creator
  • creator_followers: number of followers the account has
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions
  • interactions_24h: Number of interactions in the last [--] hours
  • topic_influence: an array of social topics and the creators ranking on each topic
  • topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
  • top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

  • network: Influencer social network required
  • id: The unique id or screen name of the creator required
  • bucket: bucket time series data into hours or days. default is hours.
  • interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
  • start: The start time (unix timestamp) to go back to.
  • end: The end time (unix timestamp) to stop at.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

  • config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
  • network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
  • interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
  • start: Start/from unix timestamp (in seconds)
  • end: End/to unix timestamp (in seconds)
  • bucket: Data is generally bucketed into hours or days
  • name: The full name of the asset
  • generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
  • time: A unix timestamp (in seconds)
  • followers: The number of publicly displayed followers the creator has
  • interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
  • posts_active: number of unique social posts with interactions
  • creator_rank: ranking based on all posts in the last [--] hours that have interactions

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@ArenaManCapital
/creator/twitter::ArenaManCapital