# ![@BuffaloBillCo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1492028282.png) @BuffaloBillCo Wild West Capital

Wild West Capital posts on X about $aexa, in the, business, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1492028282/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1492028282/c:line/m:interactions.svg)

- [--] Week [------] -79%
- [--] Month [-------] +233%
- [--] Months [-------] -80%
- [--] Year [---------] -67%

### Mentions: [--] [#](/creator/twitter::1492028282/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1492028282/c:line/m:posts_active.svg)

- [--] Week [--] -3.20%
- [--] Month [--] -15%
- [--] Months [---] +166%
- [--] Year [---] -9.70%

### Followers: [-----] [#](/creator/twitter::1492028282/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1492028282/c:line/m:followers.svg)

- [--] Week [-----] -0.03%
- [--] Month [-----] +2.30%
- [--] Months [-----] +5%
- [--] Year [-----] +22%

### CreatorRank: [-------] [#](/creator/twitter::1492028282/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1492028282/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31.68% [finance](/list/finance)  15.84% [technology brands](/list/technology-brands)  4.95% [currencies](/list/currencies)  3.96% [countries](/list/countries)  1.98% [travel destinations](/list/travel-destinations)  1.98% [celebrities](/list/celebrities)  0.99% [fashion brands](/list/fashion-brands)  0.99%

**Social topic influence**
[$aexa](/topic/$aexa) 11.88%, [in the](/topic/in-the) 6.93%, [business](/topic/business) 4.95%, [ai](/topic/ai) 3.96%, [$diebr](/topic/$diebr) 3.96%, [money](/topic/money) 2.97%, [debt](/topic/debt) 2.97%, [more than](/topic/more-than) 2.97%, [environment](/topic/environment) 2.97%, [$uls](/topic/$uls) 1.98%

**Top accounts mentioned or mentioned by**
[@adambscott1979](/creator/undefined) [@taobanker](/creator/undefined) [@pythiar](/creator/undefined) [@valuations](/creator/undefined) [@girthmaster21](/creator/undefined) [@investornick](/creator/undefined) [@atelicinvest](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@shotsgoal](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@hesabsg](/creator/undefined) [@anotherbearcap](/creator/undefined) [@mikefritzell](/creator/undefined) [@viggykrishnan](/creator/undefined) [@buccocapital](/creator/undefined) [@metacriticcap](/creator/undefined) [@robterrin](/creator/undefined) [@shots_goal](/creator/undefined) [@siyul](/creator/undefined) [@randysteuart](/creator/undefined)

**Top assets mentioned**
[American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [UL Solutions Inc. (ULS)](/topic/$uls) [Moody's Corporation (MCO)](/topic/$mco) [British American Tobacco (BTI)](/topic/$bti) [Altria Group Inc (MO)](/topic/$mo) [Philip Morris International Inc. (PM)](/topic/$pm) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Aercap Holdings N.V. (AER)](/topic/$aer) [Morgan Stanley (MS)](/topic/morgan-stanley) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Frontline Ltd. (FRO)](/topic/$fro) [Globe Life Inc (GL)](/topic/$gl) [Adtalem Global Education Inc. Common Shares (ATGE)](/topic/$atge) [Signature Bank (SBNY)](/topic/$sbny) [Sealed Air Corp (SEE)](/topic/$see) [Costco Wholesale Corporation (COST)](/topic/costco) [Fastenal Company (FAST)](/topic/$fast) [StubHub Holdings, Inc. (STUB)](/topic/$stub) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Micron Technology, Inc. (MU)](/topic/$mu) [Fenerbahçe Token (FB)](/topic/$fb) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ULS - Geez havent looked at this one In a while. Down today on offering but seems a good rule of thumb is if youre the industry standard rubber stamp seller your stock is a screaming buy Is $uls as good a business as $mco Why or why not Is $uls as good a business as $mco Why or why not"  
[X Link](https://x.com/BuffaloBillCo/status/1996262307051995339)  2025-12-03T16:56Z [----] followers, [----] engagements


"@siyul $ULS - expensive but strong brand lots of durable long term pricing power selling rubber stamps heavily preferenced if not required by downstream customers / influencers (retailers inspectors codes). Potential Moodys quality business"  
[X Link](https://x.com/BuffaloBillCo/status/1997416778603839625)  2025-12-06T21:24Z [----] followers, [---] engagements


"I see stats like this and all I can think is I dont own enough $bti $mo $pm Australian cigarette prices have gone viral on the internet. Cigarette smokers are the most oppressed group on the planet https://t.co/owErfiM21o Australian cigarette prices have gone viral on the internet. Cigarette smokers are the most oppressed group on the planet https://t.co/owErfiM21o"  
[X Link](https://x.com/BuffaloBillCo/status/2014817637495164928)  2026-01-23T21:48Z [----] followers, [----] engagements


"@atelicinvest @randysteuart wtf is a commvault system"  
[X Link](https://x.com/BuffaloBillCo/status/2016177523382427768)  2026-01-27T15:52Z [----] followers, [----] engagements


"Good chart on how idiotic markets can be. [----] was truly a time when 1) real productive assets were all basically free and 2) 20% of the nominal marked wealth in the world was in shiny rock that sits in vault"  
[X Link](https://x.com/BuffaloBillCo/status/2017241228010488168)  2026-01-30T14:19Z [----] followers, [---] engagements


"Is this right SK Hynix at a 3-4x forward PE ratio after 4x-ing in the last year And the whole Korean market trades at 18x ltm earnings with Samsung and Hynix as half their market Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK Morgan Stanley estimates SK Hynixs [----] operating profit at KRW [---] trillion (US$155 billion). SK [----] [---] (1550 https://t.co/HyA3g6wqfK"  
[X Link](https://x.com/BuffaloBillCo/status/2018043733212537290)  2026-02-01T19:28Z [----] followers, 13.3K engagements


"@HatfieldCapital @quantian1 @realKunalAShah I have no idea just looking at InBev and Kraft"  
[X Link](https://x.com/BuffaloBillCo/status/2018371455470256210)  2026-02-02T17:10Z [----] followers, [---] engagements


"$csu.to finally getting woodshedded. So many of the classic serial acquirer compounders ppl seem to just assume can/will endlessly reinvest cash in M&A at 20%+ ROICs forever So many of the classic serial acquirer compounders ppl seem to just assume can/will endlessly reinvest cash in M&A at 20%+ ROICs forever"  
[X Link](https://x.com/BuffaloBillCo/status/2018702224298221982)  2026-02-03T15:04Z [----] followers, [----] engagements


"Dying to see Thoma Bravo and Vista returns in 3-5 years. When all is said and done Id wager both probably end up generating a mid single digit money weighted return on average $ invested over all of their funds"  
[X Link](https://x.com/BuffaloBillCo/status/2018727598499549591)  2026-02-03T16:45Z [----] followers, 41.8K engagements


"@shots_goal Thing is you can have a 35% IRR on a $500m fund I then a 5% IRR on $10B fund [--] and you average a 6-7% IRR"  
[X Link](https://x.com/BuffaloBillCo/status/2018798925164253508)  2026-02-03T21:29Z [----] followers, [----] engagements


"@shots_goal Everything since [----] vintage still hasnt exited. [--] fund did well but was much smaller than last [--] funds. Current reported IRR on funds 7/8 (16 and 19) likely bullshit"  
[X Link](https://x.com/BuffaloBillCo/status/2018802070154076429)  2026-02-03T21:41Z [----] followers, [---] engagements


"Maybe just full portfolio $amzn and $msft. I dont know what an AI or a capex is but think it works out just fine"  
[X Link](https://x.com/BuffaloBillCo/status/2019532260798787731)  2026-02-05T22:03Z [----] followers, 10.1K engagements


"I cant imagine comparing Google to Motorola Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again. The Motorola https://t.co/BuzrpPQj4u Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again."  
[X Link](https://x.com/BuffaloBillCo/status/2020893880820842813)  2026-02-09T16:13Z [----] followers, [----] engagements


"@PythiaR That CapEx guide tho"  
[X Link](https://x.com/BuffaloBillCo/status/2019159148852662663)  2026-02-04T21:20Z [----] followers, [---] engagements


"Who would have thought that paying 10x sales and having 3x debt:ARR in leverage could end poorly The whole asset class flooded into software in the late 2010s. Then people went nuts in [----] and [----] says Daniel Rasmussen of investment firm Verdad Advisers. Fast forward to today and the growth that was forecast in [----] didnt materialise. These assets were worth a lot The whole asset class flooded into software in the late 2010s. Then people went nuts in [----] and [----] says Daniel Rasmussen of investment firm Verdad Advisers. Fast forward to today and the growth that was forecast in [----] didnt"  
[X Link](https://x.com/BuffaloBillCo/status/2021962634900250726)  2026-02-12T15:00Z [----] followers, [----] engagements


"$0006660 $005930"  
[X Link](https://x.com/BuffaloBillCo/status/2021969468990308714)  2026-02-12T15:27Z [----] followers, [---] engagements


"Anyone hiring for jobs where I can make [--] figures and spend most of the day sitting around complaining about the Fed/interest rates government policy and how all the product managers in tech need to be fired because they don't work as hard as I do"  
[X Link](https://x.com/anyuser/status/1804907123161129382)  2024-06-23T15:59Z [----] followers, [----] engagements


"Perhaps Japan in the late 80s but that wasnt actual operating earnings rather gain on sales of massively inflated assets This feels different"  
[X Link](https://x.com/BuffaloBillCo/status/2021969740336701920)  2026-02-12T15:28Z [----] followers, [---] engagements


"@valuations_ @k3ithmccullough What do these people own The market has been hovering at its ATH and youd think the sky is falling"  
[X Link](https://x.com/BuffaloBillCo/status/2022008904117551549)  2026-02-12T18:04Z [----] followers, [---] engagements


"@valuations_ @k3ithmccullough Anyone who owned a lot of software (excl Microsoft maybe) before this rout deserved to lose 50%+ of their money"  
[X Link](https://x.com/BuffaloBillCo/status/2022009054848332269)  2026-02-12T18:05Z [----] followers, [---] engagements


"@IsabellaAn67 @InvestInOnG @grok are these claims true Im highly skeptical"  
[X Link](https://x.com/BuffaloBillCo/status/2022087481244762552)  2026-02-12T23:16Z [----] followers, [----] engagements


"@ShitFund Damn $AEXA is definitely going to infinity"  
[X Link](https://x.com/BuffaloBillCo/status/2007212696710853050)  2026-01-02T22:09Z [----] followers, [---] engagements


"@GirthMaster21 @HESaBSG See: Anaplan coupa Ping etc"  
[X Link](https://x.com/BuffaloBillCo/status/2019086913194385430)  2026-02-04T16:33Z [----] followers, [--] engagements


"Go shitcos go. Liberate me from poverty. $mo $pm $bti $cnq $fro $atd.to $ewy"  
[X Link](https://x.com/BuffaloBillCo/status/2021647881451757947)  2026-02-11T18:09Z [----] followers, [---] engagements


"At the current rate software stonks are moving Ill be buying them at 10x earnings in another [--] months being like really loving the margin of safety here / feels like these are really pricing in the worst case scenario"  
[X Link](https://x.com/BuffaloBillCo/status/2021662969609039897)  2026-02-11T19:09Z [----] followers, [----] engagements


"@anotherbearcap The index is always cheap. Shouldve always been 50-100x earnings historically. Backtested and proven"  
[X Link](https://x.com/BuffaloBillCo/status/2021696381249855744)  2026-02-11T21:22Z [----] followers, [--] engagements


"@MikeFritzell Werent all those Swedish compounders like 70x earnings back in [----] (with no/low organic growth)"  
[X Link](https://x.com/BuffaloBillCo/status/2021705037139894363)  2026-02-11T21:56Z [----] followers, [---] engagements


"I remember looking at what all those Swedish GARP accounts that had 50% annual returns back in [----] owned and it was all like $mips.st type stuff at 100x earnings For my international followers. Swedish small/micro-caps is going through a Hong Kong bear moment would say it's worse than the SaaS meltdown. Decent reports sell-off 10% slightly weak reports -30%. Brutal but opportunities abound go for sure things profitable low leverage. https://t.co/yHftIVSgZu For my international followers. Swedish small/micro-caps is going through a Hong Kong bear moment would say it's worse than the SaaS"  
[X Link](https://x.com/BuffaloBillCo/status/2021705943117910296)  2026-02-11T22:00Z [----] followers, [----] engagements


"@AdamBScott1979 @Investor_NICK_ @taobanker Idk how anything works. Ppl talk about degrossing a lot so maybe thats a thing Feels weird though every pod being net long SaaS and net short energy and that pushing each +/- 30% diff direction in a month"  
[X Link](https://x.com/BuffaloBillCo/status/2022403707670008244)  2026-02-13T20:13Z [----] followers, [--] engagements


"@AdamBScott1979 @Investor_NICK_ @taobanker Sort of a it cant be that dumb right Situation but maybe it is"  
[X Link](https://x.com/BuffaloBillCo/status/2022403808610127961)  2026-02-13T20:13Z [----] followers, [--] engagements


"@AdamBScott1979 @Investor_NICK_ @taobanker Either way I remain a $CNQ bull because I love 5.2% annual returns. The 420% annual returns in semiconductors scare me"  
[X Link](https://x.com/BuffaloBillCo/status/2022435657206108441)  2026-02-13T22:20Z [----] followers, [--] engagements


"Little disappointed were not getting a Fed chair who will trash the currency and end Fed independence"  
[X Link](https://x.com/BuffaloBillCo/status/2017310716332552256)  2026-01-30T18:55Z [----] followers, [---] engagements


"@Edark94 $odet.pa"  
[X Link](https://x.com/BuffaloBillCo/status/1502166218672787464)  2022-03-11T06:15Z [----] followers, [--] engagements


"Solace for fintwit on this darkest of days $swmay $swma.st https://www.wsj.com/articles/philip-morris-international-in-talks-to-acquire-european-smokeless-tobacco-rival-11652111655st=0rzhoe3z87wkiaw&reflink=article_copyURL_share https://www.wsj.com/articles/philip-morris-international-in-talks-to-acquire-european-smokeless-tobacco-rival-11652111655st=0rzhoe3z87wkiaw&reflink=article_copyURL_share"  
[X Link](https://x.com/BuffaloBillCo/status/1523698175512514560)  2022-05-09T16:15Z [----] followers, [--] engagements


"Anyone have well formed thoughts on $die.br"  
[X Link](https://x.com/BuffaloBillCo/status/1654188862225240066)  2023-05-04T18:18Z [----] followers, [----] engagements


"$die.br Belrons operating performance the last few years is wild. 200m op profit in [--] to 800m in [--] on track for 1.4b this year. Last marked at 21b in late [--] by H&F (4b debt). Holdco has 50% which at 8.5b is more than current market cap"  
[X Link](https://x.com/BuffaloBillCo/status/1729542819512008809)  2023-11-28T16:48Z [----] followers, [----] engagements


"@the_P_God Bullish $docs.l"  
[X Link](https://x.com/BuffaloBillCo/status/1765597656468918284)  2024-03-07T04:37Z [----] followers, [---] engagements


"@viggy_krishnan Auto glass repair $die.br"  
[X Link](https://x.com/BuffaloBillCo/status/1774141439452103048)  2024-03-30T18:27Z [----] followers, [---] engagements


"Shorts: $see - Sealed Air $GL - Globe Life $Atge - Adtalem (formerly Devry) Afternoon longs: $solb.be - Solvay - commodity chemicals $sbny - signature bank debt prefs and equity (yolo 🚀🚀🚀) $4452.t - Kao - Japanese chemicals and cosmetics/beauty products"  
[X Link](https://x.com/BuffaloBillCo/status/1775610800394084778)  2024-04-03T19:46Z [----] followers, [----] engagements


"Safelite auto glass technician shows up. They literally flew the guy in from Wisconsin to Boston to do jobs out here. $die.br"  
[X Link](https://x.com/BuffaloBillCo/status/1892976718656295101)  2025-02-21T16:36Z [----] followers, [---] engagements


"@SemiTgtPrince Yah - theres certainly a downside scenario now where you only return say 5% a year or so from here as opposed to buying a year ago where it just seemed bulletproof"  
[X Link](https://x.com/BuffaloBillCo/status/1955016030730047719)  2025-08-11T21:18Z [----] followers, [--] engagements


"Theres no chance he doesnt hit those promote earn out targets $AEXA https://t.co/cDihFz1vCy https://t.co/cDihFz1vCy"  
[X Link](https://x.com/BuffaloBillCo/status/1972788429898551434)  2025-09-29T22:19Z [----] followers, [----] engagements


"@WaterworldCapi1 Why Im pitching $AEXA now"  
[X Link](https://x.com/BuffaloBillCo/status/1978582305879798066)  2025-10-15T22:02Z [----] followers, [---] engagements


"God $AEXA is such a buy"  
[X Link](https://x.com/BuffaloBillCo/status/1982649613799858496)  2025-10-27T03:24Z [----] followers, [----] engagements


"@viggy_krishnan @DarkfireCapital @Biohazard3737 For sure. But at that point - the job is swinging big at the right factor/megatrend/regime-change every 2-5 years. Which feels very different to any sort of quality identification in single names (a la choosing a Costco or a fastenal or a sherwin Williams etc)"  
[X Link](https://x.com/BuffaloBillCo/status/1990149068270792788)  2025-11-16T20:04Z [----] followers, [---] engagements


"$stub still doubt this thing is worth all that much more than the net debt. 50% down more to go 📉📉📉 $stub - down 25% so far but again this still feels order of magnitude overvalued. Think within [--] months its down 75%+ from IPO price. 90% controlled by Eric Baker is a big eyebrow raiser. Guys paying himself $400k a year just in perks like tuition $stub - down 25% so far but again this still feels order of magnitude overvalued. Think within [--] months its down 75%+ from IPO price. 90% controlled by Eric Baker is a big eyebrow raiser. Guys paying himself $400k a year just in perks like tuition"  
[X Link](https://x.com/BuffaloBillCo/status/1991220322410897631)  2025-11-19T19:01Z [----] followers, [----] engagements


"If there is one company that needs to be the target of WAY more anti-trust scrutiny its definitely @safelite $die.br.Why is the auto glass repair company (with 50% market share charging 50%+ more than independent shops) vertically integrated with the TPA every insurer users"  
[X Link](https://x.com/BuffaloBillCo/status/1997394110299148574)  2025-12-06T19:54Z [----] followers, [---] engagements


"$NFLX seems really cheap but got to worry about the potentially horrible effects of having a gazillion mini-Zaslav legacy media $WBD types crawling around the org making awful decisions and finding ways to pilfer from the shareholders"  
[X Link](https://x.com/BuffaloBillCo/status/2014023336704057753)  2026-01-21T17:12Z [----] followers, [----] engagements


"@taobanker Who are largest net incremental buyers of shiny rock Chinese and American retail"  
[X Link](https://x.com/BuffaloBillCo/status/2017241901137608900)  2026-01-30T14:22Z [----] followers, [---] engagements


"@valuations_ At least he made the shiny rock stop going up"  
[X Link](https://x.com/BuffaloBillCo/status/2017315022368571546)  2026-01-30T19:12Z [----] followers, [---] engagements


"Peter Attia in Epstein files is top tier content. Got about [--] pages into Outlive and couldnt go on because he was so obviously an insufferable hack. Peak cringe emails not surprising at all"  
[X Link](https://x.com/BuffaloBillCo/status/2018002501060968531)  2026-02-01T16:44Z [----] followers, [----] engagements


"Whats $MU 10-15x fwd"  
[X Link](https://x.com/BuffaloBillCo/status/2018044717489947098)  2026-02-01T19:32Z [----] followers, [----] engagements


"@atlas_invst Something tells me theyll be fine. Calpers in the one who should be worrying"  
[X Link](https://x.com/BuffaloBillCo/status/2018828303381991566)  2026-02-03T23:25Z [----] followers, [----] engagements


"@3Plantey2 What is their IRR on deployed capital into low growth names"  
[X Link](https://x.com/BuffaloBillCo/status/2018829584356225160)  2026-02-03T23:30Z [----] followers, [---] engagements


"Sort of surprised $hfg.de and anything like it just seem to be perpetually awful businesses. Youd think eventually someone would get enough scale and brand recognition to avoid the marketing/CAC knife-fight race to bottom + constant bleed-by-churn but it never seems to happen"  
[X Link](https://x.com/BuffaloBillCo/status/1973069069952627151)  2025-09-30T16:54Z [----] followers, [---] engagements


"Case in point This is what pulling up the ladder looks like. Has huge implications as AI becomes broadly useful. This is what pulling up the ladder looks like. Has huge implications as AI becomes broadly useful"  
[X Link](https://x.com/BuffaloBillCo/status/1982649282437296564)  2025-10-27T03:23Z [----] followers, [----] engagements


"Hopefully bodes well for $AEXA"  
[X Link](https://x.com/BuffaloBillCo/status/2001644072583528634)  2025-12-18T13:21Z [----] followers, [---] engagements


"@buccocapital @Citrini7 Thats also the value of $AEXA. Im long. $AEXA is a screaming buy. This thing is gonna announce a buzzy AI acquisition in a few months get heavily promoted by the @theallinpod grifters and pop 420% as retail and front runners race in. Itll be down 99% in [--] yrs but the easiest multi-bag in a day oppty of the year. $AEXA is a screaming buy. This thing is gonna announce a buzzy AI acquisition in a few months get heavily promoted by the @theallinpod grifters and pop 420% as retail and front runners race in. Itll be down 99% in [--] yrs but the easiest multi-bag in a day oppty"  
[X Link](https://x.com/BuffaloBillCo/status/2004312299981754853)  2025-12-25T22:04Z [----] followers, [----] engagements


"$AEXA 👀👀 you kinda gotta think that if chamath can pull off getting 20b for groq you should probably own AEXA you kinda gotta think that if chamath can pull off getting 20b for groq you should probably own AEXA"  
[X Link](https://x.com/BuffaloBillCo/status/2004316662548648390)  2025-12-25T22:21Z [----] followers, [----] engagements


"$AER has been our second largest position since July (average cost basis: $26/sh) when the likelihood that vaccines under development would be successful was looking increasingly obvious. At the time we believed AER was trading at such a tremendous discount to intrinsic value"  
[X Link](https://x.com/BuffaloBillCo/status/1373776894269661190)  2021-03-21T23:21Z [----] followers, [--] engagements


"Remember when $FB was the consensus fintwit long"  
[X Link](https://x.com/BuffaloBillCo/status/1502746607309123584)  2022-03-12T20:41Z [----] followers, [---] engagements


"What is the best business (from a shareholder return perspective) that creates the least value for society I'm inclined to say $MCO - there are a lot of useless rubber stamp generators out there but this is one to behold"  
[X Link](https://x.com/BuffaloBillCo/status/1519739713271205888)  2022-04-28T18:05Z [----] followers, [---] engagements


"🥳 $swmay $swma.st Finally some good news https://www.wsj.com/articles/philip-morris-to-raise-offer-for-swedish-match-and-buy-u-s-rights-for-iqos-11666218020st=ncw9z9oanr7lde9&reflink=article_copyURL_share https://www.wsj.com/articles/philip-morris-to-raise-offer-for-swedish-match-and-buy-u-s-rights-for-iqos-11666218020st=ncw9z9oanr7lde9&reflink=article_copyURL_share"  
[X Link](https://x.com/BuffaloBillCo/status/1582956128014848000)  2022-10-20T04:45Z [----] followers, [--] engagements


"The best stocks are the ones that compound at 20% for a while then get zero-ed overnight. Seriously though why would anyone (ex. Buffett) ever own financials"  
[X Link](https://x.com/BuffaloBillCo/status/1651276265993781259)  2023-04-26T17:25Z [----] followers, 68.8K engagements


"@cultivatedbeta @SchopenhauerCap Ive mentioned zero sales multiples in my writeup And Im not very familiar with $TKWY so dont get the reference how its similar. Agree Zalando $ZAL.DE isnt that great a business - but it is worth something. Market assigning zero value to $GFG operating businesses right now"  
[X Link](https://x.com/BuffaloBillCo/status/1756080866856456197)  2024-02-09T22:21Z [----] followers, [---] engagements


"Is $AER discount to actual asset values increasingly absurd Think someone could very plausibly argue its cheaper now than in May [----] (factoring in reasonable discounts to book at time given environment). Net asset value is easily $100+/share no"  
[X Link](https://x.com/BuffaloBillCo/status/1762157387476038019)  2024-02-26T16:47Z [----] followers, 20.1K engagements


"Miss this acct sometimes. Whatever happened to him"  
[X Link](https://x.com/anyuser/status/1765542524687360115)  2024-03-07T00:58Z [----] followers, 71.3K engagements


"Maybe Im just a total dick but the fact that everyone under [--] so proudly/openly talks about going to therapy (and pushes everyone else to do it) cant be a good societal trend"  
[X Link](https://x.com/anyuser/status/1800318958307852686)  2024-06-11T00:07Z [----] followers, 379.2K engagements


"@catapultcap I agree it can be helpful/productive and many therapists do in fact help people. But still think pervasive "therapy culture" is questionable"  
[X Link](https://x.com/BuffaloBillCo/status/1800522927018045677)  2024-06-11T13:38Z [----] followers, [----] engagements


"Increasingly coming around to conspiracy theory that the median household income data is simply wrong and everyone just makes $300k+"  
[X Link](https://x.com/BuffaloBillCo/status/1802360342208454965)  2024-06-16T15:19Z [----] followers, 68.8K engagements


"These are the victims no one talks about while the crooked BLS puts out their positive jobs reports each month"  
[X Link](https://x.com/BuffaloBillCo/status/1806147303708753991)  2024-06-27T02:07Z [----] followers, [----] engagements


"@ryanexpansion Many of these jobs simply shouldnt exist. But I suspect this will be a temporary 1-2 year slump"  
[X Link](https://x.com/BuffaloBillCo/status/1806300077037650152)  2024-06-27T12:14Z [----] followers, [----] engagements


"(Almost) no job in finance actually adds net value to society No job in finance is "demanding and hard" https://t.co/dunNqvQRx8 No job in finance is "demanding and hard" https://t.co/dunNqvQRx8"  
[X Link](https://x.com/anyuser/status/1819732295445561529)  2024-08-03T13:49Z [----] followers, 16.3K engagements


"Kind of stunned $pton can be such a shitty business with 3.7M paid subs and 2% churn"  
[X Link](https://x.com/anyuser/status/1826080085998194821)  2024-08-21T02:13Z [----] followers, 10.7K engagements


"The problem with the rational thing is it eliminates an absolutely enormous amount of totally pointless high paying elite jobs"  
[X Link](https://x.com/anyuser/status/1841816938411905448)  2024-10-03T12:25Z [----] followers, 92.8K engagements


"Blah blah passive free riding on active price discovery blah blah only works to a point blah blah"  
[X Link](https://x.com/BuffaloBillCo/status/1841817226774491387)  2024-10-03T12:27Z [----] followers, [----] engagements


"Are 90% of HF manager track records just anecdotes deceptive marketing and time-weighted survivorship selection bias"  
[X Link](https://x.com/anyuser/status/1858555272114954528)  2024-11-18T16:58Z [----] followers, 84.3K engagements


"@MetacriticCap Fooling ppl into thinking theres a 10% chance the drug you bought can cure something clearly creates a lot of shareholder value"  
[X Link](https://x.com/BuffaloBillCo/status/1872340969259217350)  2024-12-26T17:57Z [----] followers, 16.4K engagements


"In [--] Warren Buffett had underperformed the S&P [---] for [--] of the previous [--] years and had underperformed during that period by over 55% or almost 14% per year a staggering level of underperformance for anyone much less Warren Buffett. Im just like early Buffet frfr"  
[X Link](https://x.com/BuffaloBillCo/status/1902403447606931962)  2025-03-19T16:55Z [----] followers, [----] engagements


"I just dont see us letting the computers take that from us. If anything - theyll enable ppl to engage in ever more comical zero sum games"  
[X Link](https://x.com/BuffaloBillCo/status/1925529479046119818)  2025-05-22T12:29Z [----] followers, 34K engagements


"@RobTerrin Ok maybe I did. But you get the point. No clear economic purpose"  
[X Link](https://x.com/BuffaloBillCo/status/1925544207499878539)  2025-05-22T13:28Z [----] followers, [----] engagements


"@RobTerrin We all worship something after all. Older I get though the more I think God as God may have been a better God than work as God"  
[X Link](https://x.com/BuffaloBillCo/status/1925556316447048136)  2025-05-22T14:16Z [----] followers, [----] engagements


"@MetacriticCap @jackclarkSF It will proliferate make work. Seniors will still need juniors because theyre partially evaluated on how many subordinates report to them. Its a status / cultural hierarchy game - the work itself is pointless"  
[X Link](https://x.com/anyuser/status/1925589442376368525)  2025-05-22T16:27Z [----] followers, 14.1K engagements


"@endotheremin That task itself is pointless though. It could not exist at all in theory - and yet it does"  
[X Link](https://x.com/BuffaloBillCo/status/1925671432224186488)  2025-05-22T21:53Z [----] followers, [----] engagements


"@ebitdaddy90 The biggest money mistake I see people make is not pursuing the right pointless fake email jobs"  
[X Link](https://x.com/BuffaloBillCo/status/1951351979680166318)  2025-08-01T18:39Z [----] followers, [----] engagements


"$AEXA is live. Not overthinking memes I bought"  
[X Link](https://x.com/BuffaloBillCo/status/1971605096028098767)  2025-09-26T15:57Z [----] followers, [---] engagements


"$gev $mhviy $smney Is contracted gas turbine backlog for the three major OEMs now larger than adds in just the US from 2000-2005 And how did all the major OEMs stocks do from [----] onward 😜"  
[X Link](https://x.com/BuffaloBillCo/status/1998857585458557174)  2025-12-10T20:49Z [----] followers, [----] engagements


"1/ CK Hutchison (HK lisetd multi-national conglomerate) trading at 6x pre COVID earnings (and 7x current earnings so not like the COVID hit was even all that devastating). $0001.HK $CKHUY"  
[X Link](https://x.com/BuffaloBillCo/status/1372947095984898052)  2021-03-19T16:24Z [----] followers, [--] engagements


"$ckhuy $0001.HK CK Hutchison is undervalued. Some value destroying moves in the last decade and lots of Hong Kong fears but solid mix of businesses in this conglomerate. 13% stake in $CVE not appreciated by market. High fcf yield with reopening upside"  
[X Link](https://x.com/BuffaloBillCo/status/1399913728783515651)  2021-06-02T02:20Z [----] followers, [--] engagements


"Why would anyone own anything other than $goog and deep-value industrial shitcos"  
[X Link](https://x.com/BuffaloBillCo/status/1488627183614500869)  2022-02-01T21:35Z [----] followers, [---] engagements


"Lol. Glad Im out - sleazy mgmt doubling down on their commitment to waste all windfall Covid-era profits on new ships in an environment where demand will certainly fall significantly while supply increases significantly. $dac $DAC - Container ordering spree continues with DAC ordering [--] [----] TEU vessels with delivery in first half of [----]. No further info provided. https://t.co/EYjKS4Esnf $DAC - Container ordering spree continues with DAC ordering [--] [----] TEU vessels with delivery in first half of [----]. No further info provided. https://t.co/EYjKS4Esnf"  
[X Link](https://x.com/BuffaloBillCo/status/1513487419718443011)  2022-04-11T12:01Z [----] followers, [--] engagements


"@JoeDoeKnowsGuy"  
[X Link](https://x.com/BuffaloBillCo/status/1776795358363844977)  2024-04-07T02:13Z [----] followers, 12.7K engagements


"My kind of story $rms.pa https://www.wsj.com/business/nicolas-puech-hermes-heir-money-mystery-fc77057fst=MrzBne&reflink=article_imessage_share https://www.wsj.com/business/nicolas-puech-hermes-heir-money-mystery-fc77057fst=MrzBne&reflink=article_imessage_share"  
[X Link](https://x.com/BuffaloBillCo/status/1852740959945048433)  2024-11-02T15:54Z [----] followers, [---] engagements


"@HatfieldCapital @atelicinvest Any ideas on which of the falling knives are luxury enough to do well from here I kind of like $cpr.mi (minus their owners new tax scandal)"  
[X Link](https://x.com/BuffaloBillCo/status/1984699552750854632)  2025-11-01T19:10Z [----] followers, [--] engagements


"@PythiaR Sure but we dont know how much growth there will be from [----] on what sources it will come from and if the CCGT market will maintain durably high margins the service contracts only locked in through 2040"  
[X Link](https://x.com/BuffaloBillCo/status/1998884118856376569)  2025-12-10T22:34Z [----] followers, [---] engagements


"@JohnDoeKnowsGuy How hard is it though to manage all the firm infrastructure + the relationships/selling I suppose more 3rd party tools you can leverage these days vs. 20-30 years ago"  
[X Link](https://x.com/BuffaloBillCo/status/2005307027036450983)  2025-12-28T15:57Z [----] followers, [--] engagements


"Ok heres how Im thinking about $AEXA. 1) the option value is MASSIVELY underpriced. If this thing announces a buzzy AI deal or some Anduril spinoff tech defense whatever - it moons 2) owning it is a hedge on falling further behind everyone else in the grift economy FYI this SPAC is now trading under ticker symbol $AEXA Might be worth owning a few shares if you want to gamble on the continued success of the grift economy FYI this SPAC is now trading under ticker symbol $AEXA Might be worth owning a few shares if you want to gamble on the continued success of the grift economy"  
[X Link](https://x.com/BuffaloBillCo/status/1971625486104293824)  2025-09-26T17:18Z [----] followers, [----] engagements


"See markets really dont work because $AEXA should have a massive premium to all the other SPACs not just trade 10% higher. Its like 10-100x more likely to pull off some pumpy $DWAC style price action on a deal announcement You're not gonna believe this. There are [---] SPACs outstanding. Of those [---] are searching for a deal. Of those [---] pre-deal SPACs just [--] are trading at a premium to NAV. And of those [--] guess which one trades at the highest NAV premium Chamath's $AEXA SPAC. You're not gonna believe this. There are [---] SPACs outstanding. Of those [---] are searching for a deal. Of those 121"  
[X Link](https://x.com/BuffaloBillCo/status/1973146713193054648)  2025-09-30T22:03Z [----] followers, [----] engagements


"Environment keeps getting better for $AEXA. Chamath now bragging about MP Materials. China/US tension narrative. Stupid memes exploding everywhere. Deal will be something comically buzzy. Matrix script is already written its going up. Long. $AEXA is likely going much higher I can feel it in my veins Currently trading at only +17% premium to NAV In this day & age this is like negative returns Chamath will redeem himself to prove to his new Italian Billionaire wife she made the right choice with this Sri Lankan https://t.co/U9paGpiT6y $AEXA is likely going much higher I can feel it in my veins"  
[X Link](https://x.com/BuffaloBillCo/status/1978100306220142626)  2025-10-14T14:07Z [----] followers, [----] engagements


"@buccocapital Ideal profile here is probably: 20% cash. 10% mix of SPAC frauds like $aexa to give you some upside beta in case things stay stupid with capped downside"  
[X Link](https://x.com/BuffaloBillCo/status/1980386911052263823)  2025-10-20T21:33Z [----] followers, [----] engagements


"$DJT Trump Social merging with a nuclear fusion company is one of the highlights of the Golden Age of Grift. Chalk it up on the leaderboard"  
[X Link](https://x.com/BuffaloBillCo/status/2001643933177438499)  2025-12-18T13:21Z [----] followers, [---] engagements

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