#  @BichonRedux Son of a Bichon (Humility and Gratitude + TRT) Son of a Bichon (Humility and Gratitude + TRT) posts on X about $psky, $wbd, debt, $pins the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1469055291220271114/interactions)  - [--] Week [---------] +90% - [--] Month [---------] +15,334% - [--] Months [---------] +568% - [--] Year [---------] -55% ### Mentions: [--] [#](/creator/twitter::1469055291220271114/posts_active)  - [--] Week [--] +92% - [--] Month [--] +58% - [--] Months [---] +25% - [--] Year [---] -57% ### Followers: [-----] [#](/creator/twitter::1469055291220271114/followers)  - [--] Week [-----] +0.14% - [--] Month [-----] +0.24% - [--] Months [-----] +8.10% - [--] Year [-----] +13% ### CreatorRank: [-------] [#](/creator/twitter::1469055291220271114/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 31% [stocks](/list/stocks) 25% [automotive brands](/list/automotive-brands) 3% [luxury brands](/list/luxury-brands) 2% [cryptocurrencies](/list/cryptocurrencies) 2% [celebrities](/list/celebrities) 1% [formula 1](/list/formula-1) 1% [countries](/list/countries) 1% [fashion brands](/list/fashion-brands) 1% **Social topic influence** [$psky](/topic/$psky) 9%, [$wbd](/topic/$wbd) 8%, [debt](/topic/debt) #406, [$pins](/topic/$pins) #1, [$10b](/topic/$10b) #15, [fine](/topic/fine) 4%, [$25b](/topic/$25b) #6, [$12b](/topic/$12b) #6, [money](/topic/money) 3%, [the world](/topic/the-world) 3% **Top accounts mentioned or mentioned by** [@bijousdad](/creator/undefined) [@piydw](/creator/undefined) [@orrdavid](/creator/undefined) [@icgmode](/creator/undefined) [@moneycruncher](/creator/undefined) [@capitalvalor](/creator/undefined) [@majdav](/creator/undefined) [@somecuriousgirl](/creator/undefined) [@calvinfroedge](/creator/undefined) [@grok](/creator/undefined) [@mrneutralman](/creator/undefined) [@t3rm](/creator/undefined) [@cgasparino](/creator/undefined) [@gmwulocal](/creator/undefined) [@philly76fan215](/creator/undefined) [@bdigs](/creator/undefined) [@accruedint](/creator/undefined) [@knlcbd](/creator/undefined) [@sleepysolcap](/creator/undefined) [@nukular11](/creator/undefined) **Top assets mentioned** [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Pinterest, Inc. (PINS)](/topic/$pins) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Netflix Inc (NFLX)](/topic/$nflx) [Crocs, Inc. (CROX)](/topic/$crox) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Snap, Inc. (SNAP)](/topic/$snap) [Shake Shack Inc. (SHAK)](/topic/$shak) [Tesla, Inc. (TSLA)](/topic/tesla) [Walmart, Inc. (WMT)](/topic/$wmt) [Paramount Global (PARA)](/topic/$para) [Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)](/topic/$bbva) [Stellantis N.V. (STLA)](/topic/$stla) [SPX6900 (SPX)](/topic/$spx) ### Top Social Posts Top posts by engagements in the last [--] hours "We have a pedophile president and nothing is happening. This world is broken" [X Link](https://x.com/BichonRedux/status/2019142597110034449) 2026-02-04T20:14Z [----] followers, [----] engagements "Feels like a bottom" [X Link](https://x.com/BichonRedux/status/2019532018418344148) 2026-02-05T22:02Z [----] followers, [----] engagements "Rip Michael Burry $MOH" [X Link](https://x.com/BichonRedux/status/2019532667621122248) 2026-02-05T22:04Z [----] followers, [----] engagements "$PINS 10+% grower. Valued at $10B with $2.5B cash and equivalents. No debt. Net $7.5B EV. Does $1.2B FCF. If this were a miner or oil company you guys would be all over it" [X Link](https://x.com/BichonRedux/status/2022282847667564711) 2026-02-13T12:12Z [----] followers, 22.1K engagements "People are giving me shit because I dont address SBC. Well guess what genius $800m in sbc gets cut in half when the stock price gets cut in half. Add in 15% headcount reduction and 10% growth and youre back over $1B on $8B EV. Suck it. $PINS $PINS 10+% grower. Valued at $10B with $2.5B cash and equivalents. No debt. Net $7.5B EV. Does $1.2B FCF. If this were a miner or oil company you guys would be all over it. $PINS 10+% grower. Valued at $10B with $2.5B cash and equivalents. No debt. Net $7.5B EV. Does $1.2B FCF. If this were a miner or oil company you guys would be all over it" [X Link](https://x.com/BichonRedux/status/2022426417578033382) 2026-02-13T21:43Z [----] followers, [----] engagements "The mental load of knowing I live in the most depraved and evil timeline imaginable is unbearable. This is a nightmare" [X Link](https://x.com/BichonRedux/status/2020947566184337555) 2026-02-09T19:47Z [----] followers, [----] engagements "$PINS some of you have never received a stock grant and it shows" [X Link](https://x.com/BichonRedux/status/2022431163424604434) 2026-02-13T22:02Z [----] followers, [----] engagements "Best performing sector of [----] will be REITs" [X Link](https://x.com/BichonRedux/status/1997791893464474037) 2025-12-07T22:14Z [----] followers, 23.1K engagements "$AHH has this gap at $8.50 just calling out to me" [X Link](https://x.com/BichonRedux/status/1998203489428861309) 2025-12-09T01:30Z [----] followers, [----] engagements "@bijousdad If we get diluted 400m and do 400m accretive buys backs then that's fine. We're at a 1.2m fcf base so $800m post sbc buy back; add in 15% head count reduction and add 10% growth" [X Link](https://x.com/BichonRedux/status/2022442258352718288) 2026-02-13T22:46Z [----] followers, [--] engagements "I dont watch many sports these days but put some money on the game and youll find it interesting enough. Lighten up I'm pretty sure I'm the only straight male on the entire planet who is both an active trader in financial markets and who also thinks all professional sports are a pointless waste of time. I just heard that 'Superbowl' thing is on again today. I have no idea what teams are I'm pretty sure I'm the only straight male on the entire planet who is both an active trader in financial markets and who also thinks all professional sports are a pointless waste of time. I just heard that" [X Link](https://x.com/BichonRedux/status/2020640437707391044) 2026-02-08T23:26Z [----] followers, [----] engagements "What a joke of a halftime show" [X Link](https://x.com/BichonRedux/status/2020671721062219895) 2026-02-09T01:30Z [----] followers, [----] engagements "Bought an irrational amount of $PINS and $SNAP today" [X Link](https://x.com/anyuser/status/2022122637204631768) 2026-02-13T01:36Z [----] followers, [----] engagements "@PiyDW PINS better bc no debt" [X Link](https://x.com/BichonRedux/status/2022426833535537348) 2026-02-13T21:45Z [----] followers, [---] engagements "Stock grants are on a vesting schedule with quartet or annual vesting for 3-5 years. They will not renegotiate with all employees each year. They will raise RSUs for new hires but theyre not hiring. Theyre laying off 15% of the employees. Sure some grants will renew each year but only a small percentage since most sbc is granted at executive level. https://twitter.com/i/web/status/2022467825361674574 https://twitter.com/i/web/status/2022467825361674574" [X Link](https://x.com/BichonRedux/status/2022467825361674574) 2026-02-14T00:27Z [----] followers, [---] engagements "Sometimes I run a thought experiment on what the modern world would have been like if Christ didnt appear [----] years ago. Then the Epstein files come out and its clear as day the evil were capable of without His guidance" [X Link](https://x.com/BichonRedux/status/2019038359017103667) 2026-02-04T13:20Z [----] followers, [----] engagements "RIP blockchain industrial complex" [X Link](https://x.com/BichonRedux/status/2019533394930200680) 2026-02-05T22:07Z [----] followers, [----] engagements "I was reminded that before Christ ritual sacrifice and depravity was 100x worse than the current darkness. Through His sacrifice atonement for all mankind was offered and the moral arc of the world changed forever. Even if He is not your personal savior Christ saved humanity. The mental load of knowing I live in the most depraved and evil timeline imaginable is unbearable. This is a nightmare. The mental load of knowing I live in the most depraved and evil timeline imaginable is unbearable. This is a nightmare" [X Link](https://x.com/BichonRedux/status/2021038319929352437) 2026-02-10T01:47Z [----] followers, [----] engagements "I had a meal at $SHAK a couple weeks ago. It was like $18 so I said never again. But I cant stop thinking about that greasy ass burger. I might go again" [X Link](https://x.com/BichonRedux/status/2022723699032396181) 2026-02-14T17:24Z [----] followers, [----] engagements "$CROX and $BBWI I own about 1/8000th of each company. Gonna make me a fortune on these" [X Link](https://x.com/BichonRedux/status/1988274259383513198) 2025-11-11T15:54Z [----] followers, [----] engagements "@money_cruncher Subaru Outback" [X Link](https://x.com/BichonRedux/status/1988447527079997683) 2025-11-12T03:23Z [----] followers, [---] engagements "Someone explain how institutions can be 129% long a stock if short interest is only 7% $BBWI" [X Link](https://x.com/BichonRedux/status/1988590407979343961) 2025-11-12T12:51Z [----] followers, [----] engagements "Tariffs getting overturned by the Supreme Court is highly probable but will cause a [--] sigma event for the long/short pod shops Everyone knows but no one (except this dumb ass) is betting on it. Strange" [X Link](https://x.com/BichonRedux/status/1989422527987552656) 2025-11-14T19:57Z [----] followers, [----] engagements "@CapitalValor Long the consumer in size" [X Link](https://x.com/BichonRedux/status/1989422923459998136) 2025-11-14T19:59Z [----] followers, [---] engagements "BMW drivers are calculated jerks. Tesla drivers pretty much same thing. Mercedes drivers are just idiot jerks. Theyre just really old or so dumb they just lucked into being rich" [X Link](https://x.com/BichonRedux/status/1989503812206260518) 2025-11-15T01:20Z [----] followers, [----] engagements "Consumer cyclicals are ripe for the picking fellas. But which one of you has any balls Cyclicals never bottom at hey this stock is kinda cheap They bottom at hey fuck this company it trades like its going to zero. Cyclicals never bottom at hey this stock is kinda cheap They bottom at hey fuck this company it trades like its going to zero" [X Link](https://x.com/BichonRedux/status/1990978514107965837) 2025-11-19T03:00Z [----] followers, 19.6K engagements "@majdav_ Fine. Just my investments" [X Link](https://x.com/BichonRedux/status/1991577799635923416) 2025-11-20T18:42Z [----] followers, [--] engagements "This is the worst month I've ever had. Goodness gracious. *not counting Covid or Tariff tantrum" [X Link](https://x.com/BichonRedux/status/1991578329850458601) 2025-11-20T18:44Z [----] followers, [----] engagements "WMT and BBWI have about $2.50-3 in earnings. BBWI eps is actually higher but not important. Walmart is $106. BBWI is $15.72 I understand the whole quality argument but its a little silly at this point" [X Link](https://x.com/BichonRedux/status/1991643599922921745) 2025-11-20T23:03Z [----] followers, [----] engagements "This is a $BBWI store. They have [----] stores. I own 1/5000th of the company. Therefore I own half of this store which yields me almost 20% fcf" [X Link](https://x.com/BichonRedux/status/1991651972454224116) 2025-11-20T23:36Z [----] followers, [----] engagements "@somecuriousgirl Its fine. Easily retired by earnings or refinanced in a lower rate environment" [X Link](https://x.com/BichonRedux/status/1991656841814945805) 2025-11-20T23:56Z [----] followers, [---] engagements "@orrdavid For my stocks it feels like October" [X Link](https://x.com/BichonRedux/status/1991681203653529795) 2025-11-21T01:32Z [----] followers, [---] engagements "What will todays kids be nostalgic about when theyre adults" [X Link](https://x.com/BichonRedux/status/1993384549313921456) 2025-11-25T18:21Z [----] followers, [----] engagements "Oh Fidelity if you only knew" [X Link](https://x.com/BichonRedux/status/1993454475403804995) 2025-11-25T22:59Z [----] followers, [----] engagements "@calvinfroedge @grok please solve this riddle" [X Link](https://x.com/BichonRedux/status/1993809367557398810) 2025-11-26T22:29Z [----] followers, [---] engagements "Re: Citrini. Hes good or maybe had a lucky run but once the focus changes from making money on stocks to making subscription money everything changes. If you change anything about what made you successful youre taking a huge risk. Hell be wiping his tears with $millions in subs so good for him. Anyways there are no gurus just cycles" [X Link](https://x.com/BichonRedux/status/1994036923963256833) 2025-11-27T13:33Z [----] followers, 41.1K engagements "Market will trade down on this and then we will come to our senses and realize how fucking spectacular this pick would be for stocks. Then market will leave all the bears behind. WHITE HOUSE'S HASSETT SAYS 'WILL BE HAPPY TO SERVE' IF TRUMP PICKS HIM AS FED CHAIR WHITE HOUSE'S HASSETT SAYS 'WILL BE HAPPY TO SERVE' IF TRUMP PICKS HIM AS FED CHAIR" [X Link](https://x.com/BichonRedux/status/1995296356714569979) 2025-12-01T00:58Z [----] followers, [----] engagements "Weird situation with $CMCSA I feel if they win $WBD they will rerate higher. If they lose $WBD it also could go up simply on relieving the M&A drag. P/e in the 4-5 range makes the bet asymmetrical" [X Link](https://x.com/BichonRedux/status/1995537037555105926) 2025-12-01T16:54Z [----] followers, [----] engagements "@Mr_Neutral_Man Eventually people will accept that but the narrative is that if Trump picks someone overly dovish that will erode the notion of Fed independence and cause yields to go higher as they have been today. But at the end of the day -- DON'T FIGHT THE FED" [X Link](https://x.com/BichonRedux/status/1995549968900186365) 2025-12-01T17:46Z [----] followers, [---] engagements "$PSKY $NFLX $WBD $CMCSA Who the F ever heard of a $40B bridge loan. This aint some apartment complex in Queens. Netflix might as well offer an IOU" [X Link](https://x.com/BichonRedux/status/1995938362696536470) 2025-12-02T19:29Z [----] followers, [----] engagements "Remember whatever happens $CMCSA price will go up and a narrative will form around why it's happening. Win Oh they're going to kill it. Lose Oh thank goodness they aren't taking on more debt. Weird situation with $CMCSA I feel if they win $WBD they will rerate higher. If they lose $WBD it also could go up simply on relieving the M&A drag. P/e in the 4-5 range makes the bet asymmetrical. Weird situation with $CMCSA I feel if they win $WBD they will rerate higher. If they lose $WBD it also could go up simply on relieving the M&A drag. P/e in the 4-5 range makes the bet asymmetrical" [X Link](https://x.com/BichonRedux/status/1995939743306256410) 2025-12-02T19:34Z [----] followers, [----] engagements "Complete the analogy: [----] $WBD $8 : $PARA $12 :: [----] $WBD $30 : $PSKY $___" [X Link](https://x.com/BichonRedux/status/1996010380535992773) 2025-12-03T00:15Z [----] followers, [----] engagements "Im out of $WBD. Dont want to be in this if deal falls apart" [X Link](https://x.com/BichonRedux/status/1996950275177816169) 2025-12-05T14:30Z [----] followers, 13.2K engagements "$PSKY Coming soon to a theater near you" [X Link](https://x.com/BichonRedux/status/1997009327198986556) 2025-12-05T18:25Z [----] followers, [----] engagements "@T3_RM We are in a rate cutting cycle but REITs are acting like were not" [X Link](https://x.com/BichonRedux/status/1997801131884544384) 2025-12-07T22:51Z [----] followers, [----] engagements "Cry about it or buy $PSKY The real reason Trump opposes the Netflix Warner Bros deal His son in law is the other bidder. Outright corruption. https://t.co/u9h7J1RHhD The real reason Trump opposes the Netflix Warner Bros deal His son in law is the other bidder. Outright corruption. https://t.co/u9h7J1RHhD" [X Link](https://x.com/BichonRedux/status/1998099313696919774) 2025-12-08T18:36Z [----] followers, [----] engagements "If $PSKY bid for $WBD is successful here's my projection for share price in [--] years: $40B equity injection @ let's say $16 gives 2.5B additional shares. 1.1B shares exist today. Target FCF after synergies is about $10B slap a 20x on it and you have a $200B market cap (roughly half of $NFLX for growing company with 2x the revenue). Divide by 3.6B shares and you arrive at $55.56 per share. Just like I've been saying all along" [X Link](https://x.com/BichonRedux/status/1998101289327026627) 2025-12-08T18:44Z [----] followers, 10.2K engagements "@icg_mode This was discussed on the conference call" [X Link](https://x.com/BichonRedux/status/1998105954592989186) 2025-12-08T19:02Z [----] followers, [---] engagements "@icg_mode Are you including the WBD fcf" [X Link](https://x.com/BichonRedux/status/1998125061199348007) 2025-12-08T20:18Z [----] followers, [---] engagements "The important thing to keep in mind is that when $PSKY $WBD Newco starts trading the float will remain microscopic like it is today. It will be very easily pushed above $50 regardless of fundamentals. Larry Ellison is the low float king. If $PSKY bid for $WBD is successful here's my projection for share price in [--] years: $40B equity injection @ let's say $16 gives 2.5B additional shares. 1.1B shares exist today. Target FCF after synergies is about $10B slap a 20x on it and you have a $200B market cap If $PSKY bid for $WBD is successful here's my projection for share price in [--] years: $40B" [X Link](https://x.com/BichonRedux/status/1998151034967871537) 2025-12-08T22:01Z [----] followers, [----] engagements "@CGasparino I gave you a hard time during the Skydance/Paramount merger because I was an angry bag holder. But your reporting was spot on. Kudos Chuck" [X Link](https://x.com/BichonRedux/status/1998152011339247694) 2025-12-08T22:05Z [----] followers, [---] engagements "@GmwuLocal @philly76fan215 Even if newco gets to only $80B valuation that's big upside from here for PSKY shareholders. But I'm optimistic and know that stock regularly overshoot reasonable valuations if they can show growth which I fully expect to see here" [X Link](https://x.com/BichonRedux/status/1998153329440850348) 2025-12-08T22:10Z [----] followers, [--] engagements "No rational institutional investor will turn down the $PSKY offer. When you consider time value of money regulatory risk uncertainty around $NFLX collar and Global Networks valuation its a done deal. Ellison has this in the bag" [X Link](https://x.com/BichonRedux/status/1998176307340001782) 2025-12-08T23:42Z [----] followers, [----] engagements "@B__Digs Synergies dont exist without a counterparty" [X Link](https://x.com/BichonRedux/status/1998187804157956410) 2025-12-09T00:27Z [----] followers, [--] engagements "The only account I have thats doing well this past month is my Robinhood account where I transfer my credit card cash back to. Just my luck" [X Link](https://x.com/BichonRedux/status/1998209369880875449) 2025-12-09T01:53Z [----] followers, [----] engagements "@accrued_int I dont think so. 400m subscribers. 2x the second biggest company in the space is a monopoly" [X Link](https://x.com/BichonRedux/status/1998217220812374380) 2025-12-09T02:24Z [----] followers, [---] engagements "$PSKY shareholders need to be patient here for one reason: PIPE (private investment in public equity). Most of the financing for the $WBD bid will be done through PIPE where Saudis Ellison and Kushner will buy $PSKY shares for a fixed price. So that they get the most bag for their buck the forces that be are suppressing share price until a deal is reached. After deal is announce and PIPE price is set then and only then will they let the share price fly. Patience" [X Link](https://x.com/BichonRedux/status/1998862372396503044) 2025-12-10T21:08Z [----] followers, [----] engagements "I used to lovingly call my dog a Son of Bitch but my wife didnt like the cursing all the time so I started calling him Son of a Bichon. Sadly my time with the best dog in the world has come to an end. He passed peacefully this morning. I love you boy" [X Link](https://x.com/BichonRedux/status/1999904927066542343) 2025-12-13T18:11Z [----] followers, [----] engagements "I think I literally top ticked natty. Sorry guys" [X Link](https://x.com/BichonRedux/status/2001114774042447950) 2025-12-17T02:18Z [----] followers, [----] engagements "Small accounts are so easy. This is where my Robinhood credit card points go to live" [X Link](https://x.com/BichonRedux/status/2011557072417300647) 2026-01-14T21:52Z [----] followers, 13.4K engagements "Im up almost 18% ytd after +67% last year. But this is the only number I care about" [X Link](https://x.com/BichonRedux/status/2011936052634624178) 2026-01-15T22:58Z [----] followers, 21K engagements "Honestly income investing has been a net negative in terms of my NAV but it helps me sleep at night. My account total value was only $300k at the Covid bottom" [X Link](https://x.com/BichonRedux/status/2011938319047733493) 2026-01-15T23:07Z [----] followers, [----] engagements "How to fix your entire life in [--] day: Step 1: Find God/a higher power/the benevolence of the universe Step 2: Surrender to Find God/a higher power/the benevolence of the universe Step 3: Realize we all die. Everyone you love and everyone who wronged you or judged you will die. Dont dwell on past grievances. Step 4: Realize you are not your thoughts. Dismiss the negative and be present. Simple. https://t.co/7l7Jef99QZ https://t.co/7l7Jef99QZ" [X Link](https://x.com/BichonRedux/status/2012940350873026964) 2026-01-18T17:29Z [----] followers, [---] engagements "How to fix your entire life in [--] day: Step 1: Find God/a higher power/the benevolence of the universe Step 2: Surrender to God/a higher power/the benevolence of the universe Step 3: Realize we all die. Everyone you love and everyone who wronged you or judged you will die. Dont dwell on past grievances. Step 4: Realize you are not your thoughts. Dismiss the negative and be present. Simple. https://t.co/7l7Jef99QZ https://t.co/7l7Jef99QZ" [X Link](https://x.com/BichonRedux/status/2012948419304734790) 2026-01-18T18:01Z [----] followers, [----] engagements "AI wont fix enterprise productivity. It fixes workers not organizations. Labor productivity isnt the constraint in large enterprises. Governance incentives and decision-making are. Bureaucracy is the long pole in the tent. AI doesnt change that" [X Link](https://x.com/BichonRedux/status/2015135955586322507) 2026-01-24T18:53Z [----] followers, [---] engagements "Weve seen this movie before. Big data was supposed to fix enterprise decision-making. Instead we got dashboards everywhere and the same org charts. Information was never the bottleneck. Authority incentives and accountability were. Dashboards didnt fail because the data was badthey created more observers not owners. AI risks repeating the pattern: better tools layered onto bureaucracy. Nothing changes unless companies are willing to kill sacred cows and delete decision layers. Most wont. https://twitter.com/i/web/status/2015137601049813132 https://twitter.com/i/web/status/2015137601049813132" [X Link](https://x.com/BichonRedux/status/2015137601049813132) 2026-01-24T19:00Z [----] followers, [---] engagements "I have a safe full of silver American Eagles but no one will buy them. Its a bubble" [X Link](https://x.com/BichonRedux/status/2015993232887349636) 2026-01-27T03:40Z [----] followers, [----] engagements "@KNLCBD $BASFY $ENGIY $BBVA $SCGLY $ALSMY $KNYJY $STLA" [X Link](https://x.com/BichonRedux/status/1540485303357652992) 2022-06-25T00:01Z [----] followers, [--] engagements "$PTAL https://open.substack.com/pub/theoakbloke/p/ptal-ob-2024-ideas-reviewutm_campaign=post&utm_medium=web https://open.substack.com/pub/theoakbloke/p/ptal-ob-2024-ideas-reviewutm_campaign=post&utm_medium=web" [X Link](https://x.com/BichonRedux/status/1873036377639797022) 2024-12-28T16:00Z [----] followers, [----] engagements "@Sleepysolcap $PTAL" [X Link](https://x.com/BichonRedux/status/1901458841318936748) 2025-03-17T02:21Z [----] followers, [---] engagements "@Nukular11 I like $ORR for that @orrdavid etf" [X Link](https://x.com/BichonRedux/status/1959369970552324564) 2025-08-23T21:39Z [----] followers, [---] engagements "Anyone following $AOIFF why was the Prime dividend so small compared to past dividends ($25m vs 100m) Thinking of buying back here but curious about the fall off of dividends" [X Link](https://x.com/BichonRedux/status/1540391266084704256) 2022-06-24T17:47Z [----] followers, [--] engagements "Covid was an anomaly obviously. If your investment is way above pre-Covid level due to Covid tailwinds look out. I am looking for companies trading near Covid lows because those levels were pricing in end of the world but we are no longer all going to die" [X Link](https://x.com/BichonRedux/status/1533093228727222272) 2022-06-04T14:28Z [----] followers, [--] engagements "Taking all my will power not to buy the dip on $MEGEF this thing likes to go +10% on the regular" [X Link](https://x.com/BichonRedux/status/1555303609071435776) 2022-08-04T21:24Z [----] followers, [--] engagements "Calling all #COM ies $RZE" [X Link](https://x.com/BichonRedux/status/1653235981779103745) 2023-05-02T03:12Z [----] followers, [----] engagements "$POAHY long here" [X Link](https://x.com/BichonRedux/status/1697608410701689260) 2023-09-01T13:52Z [----] followers, [----] engagements "It used to be you could buy $POAHY and own $VWAGY at a discount but with Porsche IPO it's better now to buy $VWAGY to get Porsche at a discount. LOL WUT" [X Link](https://x.com/BichonRedux/status/1718038396440846364) 2023-10-27T22:54Z [----] followers, [----] engagements "Guess the stock 20-30% FFO depending on oil price. Management models $77 brent Trades 2X EBITDA NPV10 (P1 only) $888m (P3 is $2.5B) 11% base dividend with cash sweep. I'm estimating [----] is 15% dividend yield Zero Debt $111m cash All for the firesafe EV of $400mm" [X Link](https://x.com/BichonRedux/status/1773393877916885418) 2024-03-28T16:57Z [----] followers, 38.5K engagements "IRA account. 15-20 years until I want to start withdrawals. Aside from 100% $SPX give me a set it and forget it portfolio. Would be fine rebalancing once or twice a year. First attempt: 30% SPY 30% World 10% EM 10% TLT/BND 5% GLD 10% QQQ (not right now though) 5% China" [X Link](https://x.com/BichonRedux/status/1778607318826934703) 2024-04-12T02:13Z [----] followers, 20.7K engagements "I NEED MOAR STOCK IDEAS. TELL ME YOUR BEST IDEAS BUTTHEADS" [X Link](https://x.com/BichonRedux/status/1782903667605070097) 2024-04-23T22:45Z [----] followers, 66.4K engagements "@JoeDoeKnowsGuy $CMSCA biting the hand that feeds it" [X Link](https://x.com/BichonRedux/status/1816238495155060816) 2024-07-24T22:26Z [----] followers, [---] engagements "@HighbrowHaze Guga the steak guys calls it that" [X Link](https://x.com/BichonRedux/status/1819551369700786183) 2024-08-03T01:50Z [----] followers, [--] engagements "Bond coupon collectors are the ones causing inflation and high asset prices 🚨"The Federal Government today pays more in interest on the debt than we do in budget for the Department of Defense. We pay $1.2B a year in JUST interest on debt. Total government spending is about $7T. Interest payments are $1.2T. DOD is $800B a year. Total debt is $35T and it https://t.co/uegWgvYyvx 🚨"The Federal Government today pays more in interest on the debt than we do in budget for the Department of Defense. We pay $1.2B a year in JUST interest on debt. Total government spending is about $7T. Interest" [X Link](https://x.com/BichonRedux/status/1861712922986119655) 2024-11-27T10:05Z [----] followers, [----] engagements "@RMcdonnold Were taking gold miner investors. Gold has performed well yes" [X Link](https://x.com/BichonRedux/status/1910872978222383194) 2025-04-12T01:49Z [----] followers, [---] engagements "$PSKY https://deadline.com/2025/08/duffer-brothers-deal-paramount-skydance-1236486227/ https://deadline.com/2025/08/duffer-brothers-deal-paramount-skydance-1236486227/" [X Link](https://x.com/BichonRedux/status/1956210674931318913) 2025-08-15T04:25Z [----] followers, [----] engagements "Typical hedge fund might be 200% long quality/growth/tech and 150% short cyclical/value/small caps and thus 50% net long. If they need to degross what do you think happens" [X Link](https://x.com/anyuser/status/1977021345004400700) 2025-10-11T14:39Z [----] followers, 24.7K engagements "Check out the new hotness $CROX" [X Link](https://x.com/BichonRedux/status/2016991625633841304) 2026-01-29T21:47Z [----] followers, [----] engagements "@OHare888 Class" [X Link](https://x.com/BichonRedux/status/2017692823479255328) 2026-01-31T20:13Z [----] followers, [---] engagements "I like $CALM here" [X Link](https://x.com/BichonRedux/status/1677324035061870595) 2023-07-07T14:29Z [----] followers, [----] engagements "Went full size in $BDN position today. Yield maxing ftw" [X Link](https://x.com/BichonRedux/status/1702075627392704896) 2023-09-13T21:43Z [----] followers, [----] engagements "The Rolex date cyclops is ugly. The symmetry of the no date is aesthetically satisfying. Fight me" [X Link](https://x.com/BichonRedux/status/1774279098069594584) 2024-03-31T03:34Z [----] followers, 185.2K engagements "I need to go back and add it up but I'm pretty sure I'm pretty close to break even on $PBR given the dividends and my tax loss harvesting last winter when this bottomed out (moved from $PBR $PBRA). By break even I mean my cost basis is now close to ZERO. As per Broadcast Petrobrass BoD approved BRL24bn dividends or USD4.9bn (7% yield) related to 1Q23 results. Great signaling As per Broadcast Petrobrass BoD approved BRL24bn dividends or USD4.9bn (7% yield) related to 1Q23 results. Great signaling" [X Link](https://x.com/BichonRedux/status/1656738072489230338) 2023-05-11T19:08Z [----] followers, 15.7K engagements "ISO: CEF Closed end bond fund trading at discount to NAV relatively high yield" [X Link](https://x.com/BichonRedux/status/1721547395819810918) 2023-11-06T15:17Z [----] followers, [----] engagements "@halifaxinvestor You don't hav to sell me on it. Just retreating back into a familiar name with downside protection" [X Link](https://x.com/BichonRedux/status/1521194707535212544) 2022-05-02T18:27Z [----] followers, [--] engagements "Bought some $AMKBY on the bridge collapse news" [X Link](https://x.com/BichonRedux/status/1772666357688967649) 2024-03-26T16:46Z [----] followers, [----] engagements "So let me get this straight. If you're a boomer and invested $15K year for last [--] years you'd have $11.5mm today. A couple would be at $23mm. Why isn't every boomer rich like this" [X Link](https://x.com/BichonRedux/status/1780770926658756838) 2024-04-18T01:30Z [----] followers, 2M engagements "I took a position earlier today in $CRT Cross Timbers Royalty Trust. Bombed out sp and dividends seem to have followed gas price indicating they are not overly hedged. Company doesnt reveal much about their operations. Very small float. Natural gas focused name are completely ignoring the commodity price. Seems like an opportunity. Natural gas focused name are completely ignoring the commodity price. Seems like an opportunity" [X Link](https://x.com/BichonRedux/status/1870261344953327638) 2024-12-21T00:13Z [----] followers, [----] engagements "What is your worst performing stock that you still believe in" [X Link](https://x.com/BichonRedux/status/1785820197644804104) 2024-05-01T23:54Z [----] followers, 83.2K engagements "Ying and yang" [X Link](https://x.com/BichonRedux/status/2017973546681569759) 2026-02-01T14:49Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BichonRedux Son of a Bichon (Humility and Gratitude + TRT)Son of a Bichon (Humility and Gratitude + TRT) posts on X about $psky, $wbd, debt, $pins the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 31% stocks 25% automotive brands 3% luxury brands 2% cryptocurrencies 2% celebrities 1% formula 1 1% countries 1% fashion brands 1%
Social topic influence $psky 9%, $wbd 8%, debt #406, $pins #1, $10b #15, fine 4%, $25b #6, $12b #6, money 3%, the world 3%
Top accounts mentioned or mentioned by @bijousdad @piydw @orrdavid @icgmode @moneycruncher @capitalvalor @majdav @somecuriousgirl @calvinfroedge @grok @mrneutralman @t3rm @cgasparino @gmwulocal @philly76fan215 @bdigs @accruedint @knlcbd @sleepysolcap @nukular11
Top assets mentioned Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) Pinterest, Inc. (PINS) Bath & Body Works Inc (BBWI) Comcast Corporation (CMCSA) Netflix Inc (NFLX) Crocs, Inc. (CROX) Robinhood Markets, Inc. (HOOD) Molina Healthcare, Inc. (MOH) Snap, Inc. (SNAP) Shake Shack Inc. (SHAK) Tesla, Inc. (TSLA) Walmart, Inc. (WMT) Paramount Global (PARA) Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) Stellantis N.V. (STLA) SPX6900 (SPX)
Top posts by engagements in the last [--] hours
"We have a pedophile president and nothing is happening. This world is broken"
X Link 2026-02-04T20:14Z [----] followers, [----] engagements
"Feels like a bottom"
X Link 2026-02-05T22:02Z [----] followers, [----] engagements
"Rip Michael Burry $MOH"
X Link 2026-02-05T22:04Z [----] followers, [----] engagements
"$PINS 10+% grower. Valued at $10B with $2.5B cash and equivalents. No debt. Net $7.5B EV. Does $1.2B FCF. If this were a miner or oil company you guys would be all over it"
X Link 2026-02-13T12:12Z [----] followers, 22.1K engagements
"People are giving me shit because I dont address SBC. Well guess what genius $800m in sbc gets cut in half when the stock price gets cut in half. Add in 15% headcount reduction and 10% growth and youre back over $1B on $8B EV. Suck it. $PINS $PINS 10+% grower. Valued at $10B with $2.5B cash and equivalents. No debt. Net $7.5B EV. Does $1.2B FCF. If this were a miner or oil company you guys would be all over it. $PINS 10+% grower. Valued at $10B with $2.5B cash and equivalents. No debt. Net $7.5B EV. Does $1.2B FCF. If this were a miner or oil company you guys would be all over it"
X Link 2026-02-13T21:43Z [----] followers, [----] engagements
"The mental load of knowing I live in the most depraved and evil timeline imaginable is unbearable. This is a nightmare"
X Link 2026-02-09T19:47Z [----] followers, [----] engagements
"$PINS some of you have never received a stock grant and it shows"
X Link 2026-02-13T22:02Z [----] followers, [----] engagements
"Best performing sector of [----] will be REITs"
X Link 2025-12-07T22:14Z [----] followers, 23.1K engagements
"$AHH has this gap at $8.50 just calling out to me"
X Link 2025-12-09T01:30Z [----] followers, [----] engagements
"@bijousdad If we get diluted 400m and do 400m accretive buys backs then that's fine. We're at a 1.2m fcf base so $800m post sbc buy back; add in 15% head count reduction and add 10% growth"
X Link 2026-02-13T22:46Z [----] followers, [--] engagements
"I dont watch many sports these days but put some money on the game and youll find it interesting enough. Lighten up I'm pretty sure I'm the only straight male on the entire planet who is both an active trader in financial markets and who also thinks all professional sports are a pointless waste of time. I just heard that 'Superbowl' thing is on again today. I have no idea what teams are I'm pretty sure I'm the only straight male on the entire planet who is both an active trader in financial markets and who also thinks all professional sports are a pointless waste of time. I just heard that"
X Link 2026-02-08T23:26Z [----] followers, [----] engagements
"What a joke of a halftime show"
X Link 2026-02-09T01:30Z [----] followers, [----] engagements
"Bought an irrational amount of $PINS and $SNAP today"
X Link 2026-02-13T01:36Z [----] followers, [----] engagements
"@PiyDW PINS better bc no debt"
X Link 2026-02-13T21:45Z [----] followers, [---] engagements
"Stock grants are on a vesting schedule with quartet or annual vesting for 3-5 years. They will not renegotiate with all employees each year. They will raise RSUs for new hires but theyre not hiring. Theyre laying off 15% of the employees. Sure some grants will renew each year but only a small percentage since most sbc is granted at executive level. https://twitter.com/i/web/status/2022467825361674574 https://twitter.com/i/web/status/2022467825361674574"
X Link 2026-02-14T00:27Z [----] followers, [---] engagements
"Sometimes I run a thought experiment on what the modern world would have been like if Christ didnt appear [----] years ago. Then the Epstein files come out and its clear as day the evil were capable of without His guidance"
X Link 2026-02-04T13:20Z [----] followers, [----] engagements
"RIP blockchain industrial complex"
X Link 2026-02-05T22:07Z [----] followers, [----] engagements
"I was reminded that before Christ ritual sacrifice and depravity was 100x worse than the current darkness. Through His sacrifice atonement for all mankind was offered and the moral arc of the world changed forever. Even if He is not your personal savior Christ saved humanity. The mental load of knowing I live in the most depraved and evil timeline imaginable is unbearable. This is a nightmare. The mental load of knowing I live in the most depraved and evil timeline imaginable is unbearable. This is a nightmare"
X Link 2026-02-10T01:47Z [----] followers, [----] engagements
"I had a meal at $SHAK a couple weeks ago. It was like $18 so I said never again. But I cant stop thinking about that greasy ass burger. I might go again"
X Link 2026-02-14T17:24Z [----] followers, [----] engagements
"$CROX and $BBWI I own about 1/8000th of each company. Gonna make me a fortune on these"
X Link 2025-11-11T15:54Z [----] followers, [----] engagements
"@money_cruncher Subaru Outback"
X Link 2025-11-12T03:23Z [----] followers, [---] engagements
"Someone explain how institutions can be 129% long a stock if short interest is only 7% $BBWI"
X Link 2025-11-12T12:51Z [----] followers, [----] engagements
"Tariffs getting overturned by the Supreme Court is highly probable but will cause a [--] sigma event for the long/short pod shops Everyone knows but no one (except this dumb ass) is betting on it. Strange"
X Link 2025-11-14T19:57Z [----] followers, [----] engagements
"@CapitalValor Long the consumer in size"
X Link 2025-11-14T19:59Z [----] followers, [---] engagements
"BMW drivers are calculated jerks. Tesla drivers pretty much same thing. Mercedes drivers are just idiot jerks. Theyre just really old or so dumb they just lucked into being rich"
X Link 2025-11-15T01:20Z [----] followers, [----] engagements
"Consumer cyclicals are ripe for the picking fellas. But which one of you has any balls Cyclicals never bottom at hey this stock is kinda cheap They bottom at hey fuck this company it trades like its going to zero. Cyclicals never bottom at hey this stock is kinda cheap They bottom at hey fuck this company it trades like its going to zero"
X Link 2025-11-19T03:00Z [----] followers, 19.6K engagements
"@majdav_ Fine. Just my investments"
X Link 2025-11-20T18:42Z [----] followers, [--] engagements
"This is the worst month I've ever had. Goodness gracious. *not counting Covid or Tariff tantrum"
X Link 2025-11-20T18:44Z [----] followers, [----] engagements
"WMT and BBWI have about $2.50-3 in earnings. BBWI eps is actually higher but not important. Walmart is $106. BBWI is $15.72 I understand the whole quality argument but its a little silly at this point"
X Link 2025-11-20T23:03Z [----] followers, [----] engagements
"This is a $BBWI store. They have [----] stores. I own 1/5000th of the company. Therefore I own half of this store which yields me almost 20% fcf"
X Link 2025-11-20T23:36Z [----] followers, [----] engagements
"@somecuriousgirl Its fine. Easily retired by earnings or refinanced in a lower rate environment"
X Link 2025-11-20T23:56Z [----] followers, [---] engagements
"@orrdavid For my stocks it feels like October"
X Link 2025-11-21T01:32Z [----] followers, [---] engagements
"What will todays kids be nostalgic about when theyre adults"
X Link 2025-11-25T18:21Z [----] followers, [----] engagements
"Oh Fidelity if you only knew"
X Link 2025-11-25T22:59Z [----] followers, [----] engagements
"@calvinfroedge @grok please solve this riddle"
X Link 2025-11-26T22:29Z [----] followers, [---] engagements
"Re: Citrini. Hes good or maybe had a lucky run but once the focus changes from making money on stocks to making subscription money everything changes. If you change anything about what made you successful youre taking a huge risk. Hell be wiping his tears with $millions in subs so good for him. Anyways there are no gurus just cycles"
X Link 2025-11-27T13:33Z [----] followers, 41.1K engagements
"Market will trade down on this and then we will come to our senses and realize how fucking spectacular this pick would be for stocks. Then market will leave all the bears behind. WHITE HOUSE'S HASSETT SAYS 'WILL BE HAPPY TO SERVE' IF TRUMP PICKS HIM AS FED CHAIR WHITE HOUSE'S HASSETT SAYS 'WILL BE HAPPY TO SERVE' IF TRUMP PICKS HIM AS FED CHAIR"
X Link 2025-12-01T00:58Z [----] followers, [----] engagements
"Weird situation with $CMCSA I feel if they win $WBD they will rerate higher. If they lose $WBD it also could go up simply on relieving the M&A drag. P/e in the 4-5 range makes the bet asymmetrical"
X Link 2025-12-01T16:54Z [----] followers, [----] engagements
"@Mr_Neutral_Man Eventually people will accept that but the narrative is that if Trump picks someone overly dovish that will erode the notion of Fed independence and cause yields to go higher as they have been today. But at the end of the day -- DON'T FIGHT THE FED"
X Link 2025-12-01T17:46Z [----] followers, [---] engagements
"$PSKY $NFLX $WBD $CMCSA Who the F ever heard of a $40B bridge loan. This aint some apartment complex in Queens. Netflix might as well offer an IOU"
X Link 2025-12-02T19:29Z [----] followers, [----] engagements
"Remember whatever happens $CMCSA price will go up and a narrative will form around why it's happening. Win Oh they're going to kill it. Lose Oh thank goodness they aren't taking on more debt. Weird situation with $CMCSA I feel if they win $WBD they will rerate higher. If they lose $WBD it also could go up simply on relieving the M&A drag. P/e in the 4-5 range makes the bet asymmetrical. Weird situation with $CMCSA I feel if they win $WBD they will rerate higher. If they lose $WBD it also could go up simply on relieving the M&A drag. P/e in the 4-5 range makes the bet asymmetrical"
X Link 2025-12-02T19:34Z [----] followers, [----] engagements
"Complete the analogy: [----] $WBD $8 : $PARA $12 :: [----] $WBD $30 : $PSKY $___"
X Link 2025-12-03T00:15Z [----] followers, [----] engagements
"Im out of $WBD. Dont want to be in this if deal falls apart"
X Link 2025-12-05T14:30Z [----] followers, 13.2K engagements
"$PSKY Coming soon to a theater near you"
X Link 2025-12-05T18:25Z [----] followers, [----] engagements
"@T3_RM We are in a rate cutting cycle but REITs are acting like were not"
X Link 2025-12-07T22:51Z [----] followers, [----] engagements
"Cry about it or buy $PSKY The real reason Trump opposes the Netflix Warner Bros deal His son in law is the other bidder. Outright corruption. https://t.co/u9h7J1RHhD The real reason Trump opposes the Netflix Warner Bros deal His son in law is the other bidder. Outright corruption. https://t.co/u9h7J1RHhD"
X Link 2025-12-08T18:36Z [----] followers, [----] engagements
"If $PSKY bid for $WBD is successful here's my projection for share price in [--] years: $40B equity injection @ let's say $16 gives 2.5B additional shares. 1.1B shares exist today. Target FCF after synergies is about $10B slap a 20x on it and you have a $200B market cap (roughly half of $NFLX for growing company with 2x the revenue). Divide by 3.6B shares and you arrive at $55.56 per share. Just like I've been saying all along"
X Link 2025-12-08T18:44Z [----] followers, 10.2K engagements
"@icg_mode This was discussed on the conference call"
X Link 2025-12-08T19:02Z [----] followers, [---] engagements
"@icg_mode Are you including the WBD fcf"
X Link 2025-12-08T20:18Z [----] followers, [---] engagements
"The important thing to keep in mind is that when $PSKY $WBD Newco starts trading the float will remain microscopic like it is today. It will be very easily pushed above $50 regardless of fundamentals. Larry Ellison is the low float king. If $PSKY bid for $WBD is successful here's my projection for share price in [--] years: $40B equity injection @ let's say $16 gives 2.5B additional shares. 1.1B shares exist today. Target FCF after synergies is about $10B slap a 20x on it and you have a $200B market cap If $PSKY bid for $WBD is successful here's my projection for share price in [--] years: $40B"
X Link 2025-12-08T22:01Z [----] followers, [----] engagements
"@CGasparino I gave you a hard time during the Skydance/Paramount merger because I was an angry bag holder. But your reporting was spot on. Kudos Chuck"
X Link 2025-12-08T22:05Z [----] followers, [---] engagements
"@GmwuLocal @philly76fan215 Even if newco gets to only $80B valuation that's big upside from here for PSKY shareholders. But I'm optimistic and know that stock regularly overshoot reasonable valuations if they can show growth which I fully expect to see here"
X Link 2025-12-08T22:10Z [----] followers, [--] engagements
"No rational institutional investor will turn down the $PSKY offer. When you consider time value of money regulatory risk uncertainty around $NFLX collar and Global Networks valuation its a done deal. Ellison has this in the bag"
X Link 2025-12-08T23:42Z [----] followers, [----] engagements
"@B__Digs Synergies dont exist without a counterparty"
X Link 2025-12-09T00:27Z [----] followers, [--] engagements
"The only account I have thats doing well this past month is my Robinhood account where I transfer my credit card cash back to. Just my luck"
X Link 2025-12-09T01:53Z [----] followers, [----] engagements
"@accrued_int I dont think so. 400m subscribers. 2x the second biggest company in the space is a monopoly"
X Link 2025-12-09T02:24Z [----] followers, [---] engagements
"$PSKY shareholders need to be patient here for one reason: PIPE (private investment in public equity). Most of the financing for the $WBD bid will be done through PIPE where Saudis Ellison and Kushner will buy $PSKY shares for a fixed price. So that they get the most bag for their buck the forces that be are suppressing share price until a deal is reached. After deal is announce and PIPE price is set then and only then will they let the share price fly. Patience"
X Link 2025-12-10T21:08Z [----] followers, [----] engagements
"I used to lovingly call my dog a Son of Bitch but my wife didnt like the cursing all the time so I started calling him Son of a Bichon. Sadly my time with the best dog in the world has come to an end. He passed peacefully this morning. I love you boy"
X Link 2025-12-13T18:11Z [----] followers, [----] engagements
"I think I literally top ticked natty. Sorry guys"
X Link 2025-12-17T02:18Z [----] followers, [----] engagements
"Small accounts are so easy. This is where my Robinhood credit card points go to live"
X Link 2026-01-14T21:52Z [----] followers, 13.4K engagements
"Im up almost 18% ytd after +67% last year. But this is the only number I care about"
X Link 2026-01-15T22:58Z [----] followers, 21K engagements
"Honestly income investing has been a net negative in terms of my NAV but it helps me sleep at night. My account total value was only $300k at the Covid bottom"
X Link 2026-01-15T23:07Z [----] followers, [----] engagements
"How to fix your entire life in [--] day: Step 1: Find God/a higher power/the benevolence of the universe Step 2: Surrender to Find God/a higher power/the benevolence of the universe Step 3: Realize we all die. Everyone you love and everyone who wronged you or judged you will die. Dont dwell on past grievances. Step 4: Realize you are not your thoughts. Dismiss the negative and be present. Simple. https://t.co/7l7Jef99QZ https://t.co/7l7Jef99QZ"
X Link 2026-01-18T17:29Z [----] followers, [---] engagements
"How to fix your entire life in [--] day: Step 1: Find God/a higher power/the benevolence of the universe Step 2: Surrender to God/a higher power/the benevolence of the universe Step 3: Realize we all die. Everyone you love and everyone who wronged you or judged you will die. Dont dwell on past grievances. Step 4: Realize you are not your thoughts. Dismiss the negative and be present. Simple. https://t.co/7l7Jef99QZ https://t.co/7l7Jef99QZ"
X Link 2026-01-18T18:01Z [----] followers, [----] engagements
"AI wont fix enterprise productivity. It fixes workers not organizations. Labor productivity isnt the constraint in large enterprises. Governance incentives and decision-making are. Bureaucracy is the long pole in the tent. AI doesnt change that"
X Link 2026-01-24T18:53Z [----] followers, [---] engagements
"Weve seen this movie before. Big data was supposed to fix enterprise decision-making. Instead we got dashboards everywhere and the same org charts. Information was never the bottleneck. Authority incentives and accountability were. Dashboards didnt fail because the data was badthey created more observers not owners. AI risks repeating the pattern: better tools layered onto bureaucracy. Nothing changes unless companies are willing to kill sacred cows and delete decision layers. Most wont. https://twitter.com/i/web/status/2015137601049813132 https://twitter.com/i/web/status/2015137601049813132"
X Link 2026-01-24T19:00Z [----] followers, [---] engagements
"I have a safe full of silver American Eagles but no one will buy them. Its a bubble"
X Link 2026-01-27T03:40Z [----] followers, [----] engagements
"@KNLCBD $BASFY $ENGIY $BBVA $SCGLY $ALSMY $KNYJY $STLA"
X Link 2022-06-25T00:01Z [----] followers, [--] engagements
"$PTAL https://open.substack.com/pub/theoakbloke/p/ptal-ob-2024-ideas-reviewutm_campaign=post&utm_medium=web https://open.substack.com/pub/theoakbloke/p/ptal-ob-2024-ideas-reviewutm_campaign=post&utm_medium=web"
X Link 2024-12-28T16:00Z [----] followers, [----] engagements
"@Sleepysolcap $PTAL"
X Link 2025-03-17T02:21Z [----] followers, [---] engagements
"@Nukular11 I like $ORR for that @orrdavid etf"
X Link 2025-08-23T21:39Z [----] followers, [---] engagements
"Anyone following $AOIFF why was the Prime dividend so small compared to past dividends ($25m vs 100m) Thinking of buying back here but curious about the fall off of dividends"
X Link 2022-06-24T17:47Z [----] followers, [--] engagements
"Covid was an anomaly obviously. If your investment is way above pre-Covid level due to Covid tailwinds look out. I am looking for companies trading near Covid lows because those levels were pricing in end of the world but we are no longer all going to die"
X Link 2022-06-04T14:28Z [----] followers, [--] engagements
"Taking all my will power not to buy the dip on $MEGEF this thing likes to go +10% on the regular"
X Link 2022-08-04T21:24Z [----] followers, [--] engagements
"Calling all #COM ies $RZE"
X Link 2023-05-02T03:12Z [----] followers, [----] engagements
"$POAHY long here"
X Link 2023-09-01T13:52Z [----] followers, [----] engagements
"It used to be you could buy $POAHY and own $VWAGY at a discount but with Porsche IPO it's better now to buy $VWAGY to get Porsche at a discount. LOL WUT"
X Link 2023-10-27T22:54Z [----] followers, [----] engagements
"Guess the stock 20-30% FFO depending on oil price. Management models $77 brent Trades 2X EBITDA NPV10 (P1 only) $888m (P3 is $2.5B) 11% base dividend with cash sweep. I'm estimating [----] is 15% dividend yield Zero Debt $111m cash All for the firesafe EV of $400mm"
X Link 2024-03-28T16:57Z [----] followers, 38.5K engagements
"IRA account. 15-20 years until I want to start withdrawals. Aside from 100% $SPX give me a set it and forget it portfolio. Would be fine rebalancing once or twice a year. First attempt: 30% SPY 30% World 10% EM 10% TLT/BND 5% GLD 10% QQQ (not right now though) 5% China"
X Link 2024-04-12T02:13Z [----] followers, 20.7K engagements
"I NEED MOAR STOCK IDEAS. TELL ME YOUR BEST IDEAS BUTTHEADS"
X Link 2024-04-23T22:45Z [----] followers, 66.4K engagements
"@JoeDoeKnowsGuy $CMSCA biting the hand that feeds it"
X Link 2024-07-24T22:26Z [----] followers, [---] engagements
"@HighbrowHaze Guga the steak guys calls it that"
X Link 2024-08-03T01:50Z [----] followers, [--] engagements
"Bond coupon collectors are the ones causing inflation and high asset prices 🚨"The Federal Government today pays more in interest on the debt than we do in budget for the Department of Defense. We pay $1.2B a year in JUST interest on debt. Total government spending is about $7T. Interest payments are $1.2T. DOD is $800B a year. Total debt is $35T and it https://t.co/uegWgvYyvx 🚨"The Federal Government today pays more in interest on the debt than we do in budget for the Department of Defense. We pay $1.2B a year in JUST interest on debt. Total government spending is about $7T. Interest"
X Link 2024-11-27T10:05Z [----] followers, [----] engagements
"@RMcdonnold Were taking gold miner investors. Gold has performed well yes"
X Link 2025-04-12T01:49Z [----] followers, [---] engagements
"$PSKY https://deadline.com/2025/08/duffer-brothers-deal-paramount-skydance-1236486227/ https://deadline.com/2025/08/duffer-brothers-deal-paramount-skydance-1236486227/"
X Link 2025-08-15T04:25Z [----] followers, [----] engagements
"Typical hedge fund might be 200% long quality/growth/tech and 150% short cyclical/value/small caps and thus 50% net long. If they need to degross what do you think happens"
X Link 2025-10-11T14:39Z [----] followers, 24.7K engagements
"Check out the new hotness $CROX"
X Link 2026-01-29T21:47Z [----] followers, [----] engagements
"@OHare888 Class"
X Link 2026-01-31T20:13Z [----] followers, [---] engagements
"I like $CALM here"
X Link 2023-07-07T14:29Z [----] followers, [----] engagements
"Went full size in $BDN position today. Yield maxing ftw"
X Link 2023-09-13T21:43Z [----] followers, [----] engagements
"The Rolex date cyclops is ugly. The symmetry of the no date is aesthetically satisfying. Fight me"
X Link 2024-03-31T03:34Z [----] followers, 185.2K engagements
"I need to go back and add it up but I'm pretty sure I'm pretty close to break even on $PBR given the dividends and my tax loss harvesting last winter when this bottomed out (moved from $PBR $PBRA). By break even I mean my cost basis is now close to ZERO. As per Broadcast Petrobrass BoD approved BRL24bn dividends or USD4.9bn (7% yield) related to 1Q23 results. Great signaling As per Broadcast Petrobrass BoD approved BRL24bn dividends or USD4.9bn (7% yield) related to 1Q23 results. Great signaling"
X Link 2023-05-11T19:08Z [----] followers, 15.7K engagements
"ISO: CEF Closed end bond fund trading at discount to NAV relatively high yield"
X Link 2023-11-06T15:17Z [----] followers, [----] engagements
"@halifaxinvestor You don't hav to sell me on it. Just retreating back into a familiar name with downside protection"
X Link 2022-05-02T18:27Z [----] followers, [--] engagements
"Bought some $AMKBY on the bridge collapse news"
X Link 2024-03-26T16:46Z [----] followers, [----] engagements
"So let me get this straight. If you're a boomer and invested $15K year for last [--] years you'd have $11.5mm today. A couple would be at $23mm. Why isn't every boomer rich like this"
X Link 2024-04-18T01:30Z [----] followers, 2M engagements
"I took a position earlier today in $CRT Cross Timbers Royalty Trust. Bombed out sp and dividends seem to have followed gas price indicating they are not overly hedged. Company doesnt reveal much about their operations. Very small float. Natural gas focused name are completely ignoring the commodity price. Seems like an opportunity. Natural gas focused name are completely ignoring the commodity price. Seems like an opportunity"
X Link 2024-12-21T00:13Z [----] followers, [----] engagements
"What is your worst performing stock that you still believe in"
X Link 2024-05-01T23:54Z [----] followers, 83.2K engagements
"Ying and yang"
X Link 2026-02-01T14:49Z [----] followers, [---] engagements
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/creator/twitter::BichonRedux