#  @BuffaloBillCo Wild West Capital Wild West Capital posts on X about money, business, the most, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1492028282/interactions)  - [--] Week [------] -78% - [--] Month [-------] +226% - [--] Months [-------] -80% - [--] Year [---------] -66% ### Mentions: [--] [#](/creator/twitter::1492028282/posts_active)  - [--] Week [--] -6.90% - [--] Month [--] -13% - [--] Months [---] +159% - [--] Year [---] -9.70% ### Followers: [-----] [#](/creator/twitter::1492028282/followers)  - [--] Week [-----] -0.04% - [--] Month [-----] +2.30% - [--] Months [-----] +5% - [--] Year [-----] +22% ### CreatorRank: [---------] [#](/creator/twitter::1492028282/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 22.73% [finance](/list/finance) 18.18% [technology brands](/list/technology-brands) 8.18% [countries](/list/countries) 5.45% [currencies](/list/currencies) 3.64% [travel destinations](/list/travel-destinations) 1.82% [cryptocurrencies](/list/cryptocurrencies) 1.82% [financial services](/list/financial-services) 1.82% [automotive brands](/list/automotive-brands) 0.91% [social networks](/list/social-networks) 0.91% **Social topic influence** [money](/topic/money) 7.27%, [business](/topic/business) 6.36%, [the most](/topic/the-most) 5.45%, [ai](/topic/ai) 4.55%, [$pm](/topic/$pm) 2.73%, [market cap](/topic/market-cap) 2.73%, [investment](/topic/investment) 2.73%, [$cnq](/topic/$cnq) #19, [stuff](/topic/stuff) 2.73%, [stocks](/topic/stocks) 2.73% **Top accounts mentioned or mentioned by** [@adambscott1979](/creator/undefined) [@taobanker](/creator/undefined) [@pythiar](/creator/undefined) [@investornick](/creator/undefined) [@girthmaster21](/creator/undefined) [@mikefritzell](/creator/undefined) [@shotsgoal](/creator/undefined) [@anotherbearcap](/creator/undefined) [@valuations](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@hesabsg](/creator/undefined) [@shots_goal](/creator/undefined) [@shitfund](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@quantian1](/creator/undefined) [@realkunalashah](/creator/undefined) [@isabellaan67](/creator/undefined) [@investinong](/creator/undefined) [@grok](/creator/undefined) [@johndoeknowsguy](/creator/undefined) **Top assets mentioned** [Philip Morris International Inc. (PM)](/topic/$pm) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Moody's Corporation (MCO)](/topic/$mco) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [British American Tobacco (BTI)](/topic/$bti) [Altria Group Inc (MO)](/topic/$mo) [Aercap Holdings N.V. (AER)](/topic/$aer) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [UL Solutions Inc. (ULS)](/topic/$uls) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Frontline Ltd. (FRO)](/topic/$fro) [Morgan Stanley (MS)](/topic/morgan-stanley) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Costco Hot Dog (COST)](/topic/$cost) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Cenovus Energy Inc. (CVE)](/topic/$cve) [Fenerbahçe Token (FB)](/topic/$fb) [Archway (ARCH)](/topic/$arch) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) ### Top Social Posts Top posts by engagements in the last [--] hours "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 "@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 "$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 "@ShitFund Damn $AEXA is definitely going to infinity" [X Link](https://x.com/BuffaloBillCo/status/2007212696710853050) 2026-01-02T22:09Z [----] followers, [---] engagements "I see stats like this and all I can think is I dont own enough $bti $mo $pm Australian cigarette prices have gone viral on the internet. Cigarette smokers are the most oppressed group on the planet https://t.co/owErfiM21o Australian cigarette prices have gone viral on the internet. Cigarette smokers are the most oppressed group on the planet https://t.co/owErfiM21o" [X Link](https://x.com/BuffaloBillCo/status/2014817637495164928) 2026-01-23T21:48Z [----] followers, [----] engagements "@HatfieldCapital @quantian1 @realKunalAShah I have no idea just looking at InBev and Kraft" [X Link](https://x.com/BuffaloBillCo/status/2018371455470256210) 2026-02-02T17:10Z [----] followers, [---] engagements "$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 "@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 "@PythiaR That CapEx guide tho" [X Link](https://x.com/BuffaloBillCo/status/2019159148852662663) 2026-02-04T21:20Z [----] 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 "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 "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 "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 "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 "@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 "@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 "@IsabellaAn67 @InvestInOnG @grok are these claims true Im highly skeptical" [X Link](https://x.com/BuffaloBillCo/status/2022087481244762552) 2026-02-12T23:16Z [----] 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, 13.4K engagements "Its [----]. $nvda has doubled twice more and is approaching a $10T market cap - but is still not too crazy at only 25x fwd PE. Mag [--] are now 72% of the index but also way cheaper than other classic quality compounder names like $cost or $tdg at 70x earnings" [X Link](https://x.com/anyuser/status/1760863765736636805) 2024-02-23T03:06Z [----] followers, 39.7K 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, 42K 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 "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 "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 "@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 "🥳 $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 "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 "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 $CVE not appreciated by market. High fcf yield with reopening upside" [X Link](https://x.com/BuffaloBillCo/status/1399913728783515651) 2021-06-02T02:20Z [----] followers, [--] engagements "$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/anyuser/status/1373776894269661190) 2021-03-21T23:21Z [----] followers, [--] engagements "Everyone now talking about global supply chain issues as the hot business topic du jour has me worried the supply chains are about to start clearing up" [X Link](https://x.com/anyuser/status/1447340158617935876) 2021-10-10T23:15Z [----] followers, [--] engagements "Apple at 13x vs the coal mine at 6x earnings in [----] was easy enough to pick. What about Apple at 30x vs the coal mine at 1x earnings If deep value has any terminal value beyond [--] - could post some massive returns n2y Everyone has now fully learned the lesson that trailing valuation is irrelevant low P/E a joke. But now the low P/E stuff seems really cheap and not obviously fraudulent/broken. What if cyclicality not as bad as market expects Everyone has now fully learned the lesson that trailing valuation is irrelevant low P/E a joke. But now the low P/E stuff seems really cheap and not" [X Link](https://x.com/anyuser/status/1475203275691593728) 2021-12-26T20:34Z [----] followers, [---] engagements "To the 'this is [--] bubble redux' crowd - below valuations are what an actual market-wide bubble looks like. Major index components (often cyclical hardware/manufacturing/software license pre-SaaS biz models) at 40-100x+ earnings. When fed funds was 5% (vs. [--] going on 1.25%) List of assets NOT in a bubble. Pls add or disagree - The Entire Energy and Commodity Complex - The Entire Financials Sector with Limited Exceptions - Top [--] QQQ ex TSLA - Most International Stocks How is this indicative of an Everything Bubble List of assets NOT in a bubble. Pls add or disagree - The Entire Energy and" [X Link](https://x.com/anyuser/status/1480974501697359872) 2022-01-11T18:46Z [----] followers, [--] engagements "The these idiots were long profitless tech at 50x sales and -30% margins vs. these idiots are buying cyclicals at peak earnings arguments are getting heated & personal and I love it" [X Link](https://x.com/anyuser/status/1485488796585971712) 2022-01-24T05:45Z [----] followers, [--] engagements "Why would anyone own anything other than $goog and deep-value industrial shitcos" [X Link](https://x.com/anyuser/status/1488627183614500869) 2022-02-01T21:35Z [----] followers, [---] engagements "Seems like the worst part of having a traditional Buffett / value investor approach is you're almost never the talk of the town at any given time. One moment you're underperforming growth/tech momo chasers and the next you're underperforming deep-value cyclical shitco pumpers" [X Link](https://x.com/anyuser/status/1499510707703803918) 2022-03-03T22:23Z [----] followers, [---] engagements "Remember when $FB was the consensus fintwit long" [X Link](https://x.com/anyuser/status/1502746607309123584) 2022-03-12T20:41Z [----] followers, [---] engagements "The number of people in SF who are [--] have had [--] different jobs in the last [--] years and are now 'partner' at "Future Ventures" (or something) is truly baffling" [X Link](https://x.com/anyuser/status/1506014536486174720) 2022-03-21T21:07Z [----] followers, [--] engagements "+18% YTD 🥳 Driven by commodity positions: $uan $cnq $arch $ceix $whc.ax. Everything else mostly flat to slightly down-ish (mix of $goog tobacco some small-cap garpy / special situation-y stuff). Obviously a portion of the big March bump was Ukraine situation driven" [X Link](https://x.com/anyuser/status/1509960713724256256) 2022-04-01T18:27Z [----] 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/anyuser/status/1513487419718443011) 2022-04-11T12:01Z [----] followers, [--] engagements "@avandelay6 @hfrcapital $cvna. Never forget - this coverage from last year has everything I want: 1) the $420 price target 2) a comparison to Amazon 3) silly top line CAGR-ing + operating leverage assumptions 4) insanely unrealistic projections of entirely new business lines" [X Link](https://x.com/anyuser/status/1519734620404666368) 2022-04-28T17:45Z [----] 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/anyuser/status/1519739713271205888) 2022-04-28T18:05Z [----] followers, [---] engagements "Thus officially marking the end of the great shipping trade of [----] to [----]. This stock ZIM just seems wildly cheap. Shipping is a great business right now. I think higher shipping costs will last for a while. Logistics and inventory has been very challenging for companies. $zim seems like a good solution. Check it out. This stock ZIM just seems wildly cheap. Shipping is a great business right now. I think higher shipping costs will last for a while. Logistics and inventory has been very challenging for companies. $zim seems like a good solution. Check it out" [X Link](https://x.com/anyuser/status/1530726860195213312) 2022-05-29T01:44Z [----] followers, [--] engagements "Someone explain to me how the Alts arent over-earning richly valued and potentially coming up on two coinciding thematic peaks (longer term AUM-share peak shorter term negative macro cycle or period of higher rates and compressed multiples hurting returns) $bx $kkr etc" [X Link](https://x.com/anyuser/status/1532094764379561984) 2022-06-01T20:20Z [----] followers, [--] engagements "$ASTL $400m buyback or 1/3 of market cap 🥳🥳 At this rate I'll only be down 20% on this one in no time 🚀 https://ir.algoma.com/node/7816/pdf https://ir.algoma.com/node/7816/pdf" [X Link](https://x.com/anyuser/status/1536828960213848064) 2022-06-14T21:52Z [----] followers, [--] engagements "Insecure anon dude YE performance update. The WWC all-beta no-alpha concentrated shitco portfolio ended the year +25% (vs. -18% for SP500). This was my 3rd year of (meaningfully) active mgmt. and 3rd year of outperformance (+58% [----] +60% 2020). 🎉🍾🥳🤪🚀💎🙌" [X Link](https://x.com/anyuser/status/1609978522046500871) 2023-01-02T18:22Z [----] followers, 79.1K 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/anyuser/status/1651276265993781259) 2023-04-26T17:25Z [----] followers, 68.8K engagements "My main issue with $ZIM is I think it's a terminal zero. But I guess if rates moon for a quarter or two it could earn. high single digit millions to low billion per quarter But you still got what. $4b+ of lease obligations. idk hard to love but am I missing something" [X Link](https://x.com/anyuser/status/1738762131724447986) 2023-12-24T03:22Z [----] followers, 16.3K engagements "Home prices are up another 30% unemployment is 3.2% and the latest CPI came in at 2.4%. All my value shitcos have traded flat for [--] years. All is good and right in the world" [X Link](https://x.com/anyuser/status/1760863767175327748) 2024-02-23T03:06Z [----] 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 $100+/share no" [X Link](https://x.com/anyuser/status/1762157387476038019) 2024-02-26T16:47Z [----] followers, 20.1K engagements "$MA now a [---] bagger since [----]. 30% annual returns for [--] years. Ofc pales in comparison to $MNST a [----] bagger since [----] (36% ann. for [--] years)" [X Link](https://x.com/anyuser/status/1768491049780158674) 2024-03-15T04:14Z [----] followers, [----] engagements "$astl has been my worst and most disappointing investment of the last [--] years. Also seems it won best idea on VIC a year and a half back so glad to know that place is filled with deep value idiot losers like me" [X Link](https://x.com/anyuser/status/1775006151395979655) 2024-04-02T03:43Z [----] followers, 10.5K engagements "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/anyuser/status/1775296243498967054) 2024-04-02T22:56Z [----] followers, 25.1K engagements "Full Sohn pitches Longs: $psi.to - Pason Systems - O&G EDR technology systems and software $crnx - Crinetics - endocrine therapy pharmaceuticals (glp-1 related) $schbo.ol - Schibsted - Nordic online classifieds for auto RE jobs whats getting pitched at sohn whats getting pitched at sohn" [X Link](https://x.com/anyuser/status/1775609912497713346) 2024-04-03T19:42Z [----] followers, 100.9K engagements "@JoeDoeKnowsGuy" [X Link](https://x.com/anyuser/status/1776795358363844977) 2024-04-07T02:13Z [----] followers, 12.7K engagements "I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though" [X Link](https://x.com/anyuser/status/1779667564479610919) 2024-04-15T00:26Z [----] followers, 42.3K engagements "Fairly insane how screwed Swedish Match investors got in hindsight. Not many fairly obvious looking compounder stonks out there that could do 25%+ for 5-10 years and they gave this one away for a song. $SWMA $PM" [X Link](https://x.com/anyuser/status/1782828208120856614) 2024-04-23T17:45Z [----] followers, 21K engagements "I think one of my biggest fears is that the fake economy just collapses over my lifetime. As in after [--] years of escalating corporate BS and proliferation of prestigious makework Strategy Director and ppt-making jobs society collectively just realizes its all pointless" [X Link](https://x.com/anyuser/status/1788894129323126868) 2024-05-10T11:29Z [----] followers, 81.1K engagements "But it does seem to me like every F500 could fire 50%+ of their office/administrative staff and operate just fine. In effect - feels like the shareholders are paying for a lot of cushy admin makework fake email jobs" [X Link](https://x.com/anyuser/status/1788895209108938962) 2024-05-10T11:33Z [----] followers, [----] engagements "Do Germans just save all their money then realize 0% annual returns on it Seems fairly insane to have a culture of industry and thrift but not trying to escape wage slavery by investing that in stocks and real estate - what the hell is wrong with those people" [X Link](https://x.com/anyuser/status/1790088428484260157) 2024-05-13T18:35Z [----] followers, 50K engagements "@buccocapital I think the difference is if all the software engineers in the world dropped dead it may create some issues but if all the McKinsey consultants dropped dead the world wouldnt really skip a beat (and might actually become better)" [X Link](https://x.com/anyuser/status/1796924208359837809) 2024-06-01T15:18Z [----] followers, [----] 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 "People used to just complain about life with their friends and drink like normal people what happened" [X Link](https://x.com/anyuser/status/1800319258410254678) 2024-06-11T00:08Z [----] followers, 13.3K 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/anyuser/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/anyuser/status/1802360342208454965) 2024-06-16T15:19Z [----] followers, 68.8K engagements "It's literally absurd how hard it's gotten to get a job making $500k+ where you stay up until midnight making powerpoint slides no one reads or update falsely precise models/write investment memos to underperform the index Some of my colleagues were laid off last year and are still looking for a job [--] months later. This labor market continues to be awful for white collar workers Some of my colleagues were laid off last year and are still looking for a job [--] months later. This labor market continues to be awful for white collar workers" [X Link](https://x.com/anyuser/status/1806146981925941330) 2024-06-27T02:06Z [----] followers, 69.9K 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/anyuser/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/anyuser/status/1806300077037650152) 2024-06-27T12:14Z [----] followers, [----] engagements "The toenail fungus ppl are the best fintwit community by far $mob.st I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though. I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though" [X Link](https://x.com/anyuser/status/1810763961626939665) 2024-07-09T19:52Z [----] followers, [----] engagements "20% UK is the most insane by far Can you IMAGINE running a fund with this geographic distribution How does this guy sleep at night https://t.co/7HrLTgMyxq Can you IMAGINE running a fund with this geographic distribution How does this guy sleep at night https://t.co/7HrLTgMyxq" [X Link](https://x.com/anyuser/status/1818480317067354283) 2024-07-31T02:54Z [----] followers, [----] engagements "The indexing is a bubble crowd are the most brain dead finance people and also conveniently all happen to be totally self interested in charging too-high fees to underperform passive strategies Cliff Asness of AQR has written an interesting paper available online. Basically he asserts markets are now less efficient due to index funds low interest rates and most importantly the influence of access to technology that encourages memes and meme philosophy that increases Cliff Asness of AQR has written an interesting paper available online. Basically he asserts markets are now less efficient due" [X Link](https://x.com/anyuser/status/1834545823394263351) 2024-09-13T10:53Z [----] followers, 18.3K engagements "Lots of fintwit dunking on the fungus stock but was still one of the better/more original ideas on here even though it didnt work out today. I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though. I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though" [X Link](https://x.com/anyuser/status/1834575149544214647) 2024-09-13T12:49Z [----] followers, 23.3K engagements "While the ILWA obviously ensures high paying jobs that should be automated away for our dwindling number of blue collar types our work culture of bullshit and activity bias ensures far more white collar high paying jobs that also should not exist" [X Link](https://x.com/anyuser/status/1841817868591071348) 2024-10-03T12:29Z [----] followers, [----] engagements "Seems like everyone I look at where ppl jerk off to their galaxy brain macro takes has somehow posted 20%+ returns for decades yet has meaningfully underperformed compounding their net worth at the rate of the index for the last couple decades. Talk about smoke and mirrors" [X Link](https://x.com/anyuser/status/1858557488057942216) 2024-11-18T17:06Z [----] followers, [----] engagements "Future Treasury Secretary Scott Bessent's returns. Up 22% over a time when the index more than doubled. Key is to always benchmark against something as idiotic as the 'Global Macro Index' in this case Big time galaxy brain 'Global Macro' guy level returns right here" [X Link](https://x.com/anyuser/status/1860498960848179428) 2024-11-24T01:41Z [----] followers, 34.4K engagements "Is the white collar recession still a thing Or was that a fake news story [--] months ago about a few thousand ppl in nyc getting fired from finance/consulting jobs" [X Link](https://x.com/anyuser/status/1865934336383385953) 2024-12-09T01:39Z [----] followers, 16.8K engagements "One of the most dangerous thoughts someone can have is thinking well Im smarter than 99% of ppl so therefore I can outperform the market since the median person is an idiot. As soon as youve thought this - youve failed to understand who youre competing against" [X Link](https://x.com/anyuser/status/1871238578577260755) 2024-12-23T16:56Z [----] followers, 14.7K engagements "How did Vivek get rich exactly Did he actually do anything real or was it just a lot of pharma stock pump and dumps Genuinely asking - no priors" [X Link](https://x.com/anyuser/status/1872332114978291952) 2024-12-26T17:22Z [----] followers, 279.1K 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/anyuser/status/1872340969259217350) 2024-12-26T17:57Z [----] followers, 16.4K engagements "If I had a $100m allocation spinning off $30m a year I would be throwing that $30m into spy and not t-bills every year This is your periodic reminder that Medallion has underperformed the S&P since inception on account of it paying out profits as dividends rather than allowing reinvestment. Don't cry for its investors- they've realized 3x the Sharpe with no drawdowns- but it isn't magic. https://t.co/X3nSq1PvNu This is your periodic reminder that Medallion has underperformed the S&P since inception on account of it paying out profits as dividends rather than allowing reinvestment. Don't cry" [X Link](https://x.com/anyuser/status/1874090095424528390) 2024-12-31T13:47Z [----] followers, 23K engagements "Weve gone from SaaS being the best business model in the world that should trade at 50x sales to the disruption of the entire software industrial complex by AI agents in just [--] years. No one knows anything" [X Link](https://x.com/anyuser/status/1875978096463298803) 2025-01-05T18:50Z [----] followers, 10.8K engagements "Crypto sort of just seems like the end state of [--] years of financialization and inserting more layers of abstraction between productive activity and financial value. The natural end state is you have an extremely valuable thing thats obviously pointless / socially useless. I fully understand why China banned crypto. This is collapse of society type stuff I fully understand why China banned crypto. This is collapse of society type stuff" [X Link](https://x.com/anyuser/status/1881089756244955418) 2025-01-19T21:22Z [----] followers, 21.7K engagements "It seems like the chill fake email job & the blue collar job salaries have really converged quite a bit with the moderately elite fake email job salaries. The stakes are higher than ever to crack the upper echelon fake email job threshold and if that fails opt-out ASAP" [X Link](https://x.com/anyuser/status/1882469389565600076) 2025-01-23T16:44Z [----] followers, 14.5K engagements "If China can do AI - therefore its a shitty race to marginal cost zero moat overly competitive industry that will never generate excess returns for anyone. Case closed" [X Link](https://x.com/anyuser/status/1882996586336416149) 2025-01-25T03:39Z [----] followers, 57.5K engagements "So Im all for the mag [--] best companies ever boomer value mindset is stupid / doesnt understand monopolies blah blah. But geez $AAPL an 8x since 2015: 2x driven by income increase (7% cagr) and 4x driven by multiple expansion (15% cagr) feels a bit silly" [X Link](https://x.com/anyuser/status/1885753670769234230) 2025-02-01T18:14Z [----] followers, 20.8K engagements "Remarkable how pretty much all funds with good tracks just flipped heads in the first 3-5 years of funds life. Just need a 2-3 sigma std deviation positive outcome in those years then can hold a good TWR for 10-15+ years while you incinerate client money on a MWR basis" [X Link](https://x.com/anyuser/status/1891167747742052834) 2025-02-16T16:48Z [----] followers, 25K engagements "Armchair expert here but I think theres at least $500B to eleventy trillion to cut I they stop sending social security to [---] year olds and cut off all the Medicare payments that go to Russians in Miami billing CMS $12K/pop to drive dialysis patients to the clinic" [X Link](https://x.com/anyuser/status/1891626041447248277) 2025-02-17T23:09Z [----] followers, [----] engagements "Pretty remarkable you can 45x your first fund and will still almost certainly end up losing your average investor (avg $ in) money relative to the index over the long term. What a world. Altimeter's VC net returns as of [----] https://t.co/d4YIH7eAMU Altimeter's VC net returns as of [----] https://t.co/d4YIH7eAMU" [X Link](https://x.com/anyuser/status/1895236879836160165) 2025-02-27T22:17Z [----] followers, 72.2K engagements "Im pretty stunned how well the first order thinking this is a thematic mega trend style bets have worked out over the last few years. AI GLP-1s Euro defense names. Multibaggers all around for those unburdened by skepticism and the its priced in mindset" [X Link](https://x.com/anyuser/status/1901000562557984944) 2025-03-15T20:00Z [----] followers, 57.8K 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/anyuser/status/1902403447606931962) 2025-03-19T16:55Z [----] followers, [----] engagements "Probably retiring my Twitter shortly. Sadly the site and fintwit community feels like a shell of what it once was. Good meeting you all and good luck" [X Link](https://x.com/anyuser/status/1904239675797041480) 2025-03-24T18:31Z [----] followers, 11.3K engagements "Automating call center work or secretarial functions seems like the most obvious functions for direct role removal. But thats based on the cultural view that those jobs are rote. Lots of fancy fake email jobs are basically glorified secretarial work (Chief of Staff)" [X Link](https://x.com/anyuser/status/1925527529177088472) 2025-05-22T12:21Z [----] followers, 54.3K engagements "Feels like neither the Silicon Valley autists nor the rational market believers actually really understand what work even is. This isnt some rational economic function for the top two quintiles this is a cultural ritual" [X Link](https://x.com/anyuser/status/1925527905938882946) 2025-05-22T12:23Z [----] followers, 54.7K engagements "We make presentations and have meetings because our ancestors did that. But now we make much better presentations and have many more meetings (with far less structure and purpose). These are the ritual gestures that define our lives. This is our rain dance" [X Link](https://x.com/anyuser/status/1925528446186242085) 2025-05-22T12:25Z [----] followers, 64.1K engagements "For elite work the most abstract immeasurable and unquantifiable form of output - the big story has been just how comically silly the work has become. Longer and more beautiful PowerPoints. More useless falsely precise detailed models" [X Link](https://x.com/anyuser/status/1925529139022352798) 2025-05-22T12:28Z [----] followers, 38.1K engagements "@RobTerrin Ok maybe I did. But you get the point. No clear economic purpose" [X Link](https://x.com/anyuser/status/1925544207499878539) 2025-05-22T13:28Z [----] followers, [----] engagements "@RaleighC I fear were no smarter nor morally superior" [X Link](https://x.com/anyuser/status/1925592957492645964) 2025-05-22T16:41Z [----] followers, 20.8K engagements "America is basically that company Peter Lynch described when he said go for a business thats so good any idiot can run it because sooner or later one will" [X Link](https://x.com/anyuser/status/1925893106768957702) 2025-05-23T12:34Z [----] followers, [----] engagements "Pretty remarkable how far we were able to take the idea you could just lever up shitcos with variable rate debt while charging 2/20 then sell them to the next fund. And how for the next [--] years that will remain the highest paying fake email job by far despite the performance I wrote a piece in this morning's financial times on why private equity has become a money trap - and the danger institutions are in that have over allocated. https://t.co/zp6PjunQI8 I wrote a piece in this morning's financial times on why private equity has become a money trap - and the danger institutions are in that" [X Link](https://x.com/anyuser/status/1928806185550876680) 2025-05-31T13:30Z [----] followers, 15K engagements "Just got [--] dozen oysters bottle of Mot and [--] aperol spritzes in Nantucket: $420 Every day it feels more like Im paying in Monopoly money. No idea what anything costs anymore Economy is so cooked but good time to own assets (esp in other FX) or be getting paid by the US govt" [X Link](https://x.com/anyuser/status/1931763505788526707) 2025-06-08T17:21Z [----] followers, [----] engagements "$PLTR just needs to CAGR topline growth at 39% for the next decade and hit 40% margins to trade at 10x [----] EBT" [X Link](https://x.com/anyuser/status/1945488783161331961) 2025-07-16T14:20Z [----] followers, 26.9K engagements "@ebitdaddy90 The biggest money mistake I see people make is not pursuing the right pointless fake email jobs" [X Link](https://x.com/anyuser/status/1951351979680166318) 2025-08-01T18:39Z [----] followers, [----] engagements "$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" [X Link](https://x.com/anyuser/status/1957620019107709202) 2025-08-19T01:45Z [----] followers, 18.2K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@BuffaloBillCo Wild West Capital
Wild West Capital posts on X about money, business, the most, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [------] -78%
- [--] Month [-------] +226%
- [--] Months [-------] -80%
- [--] Year [---------] -66%
Mentions: [--] #
- [--] Week [--] -6.90%
- [--] Month [--] -13%
- [--] Months [---] +159%
- [--] Year [---] -9.70%
Followers: [-----] #
- [--] Week [-----] -0.04%
- [--] Month [-----] +2.30%
- [--] Months [-----] +5%
- [--] Year [-----] +22%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 22.73% finance 18.18% technology brands 8.18% countries 5.45% currencies 3.64% travel destinations 1.82% cryptocurrencies 1.82% financial services 1.82% automotive brands 0.91% social networks 0.91%
Social topic influence money 7.27%, business 6.36%, the most 5.45%, ai 4.55%, $pm 2.73%, market cap 2.73%, investment 2.73%, $cnq #19, stuff 2.73%, stocks 2.73%
Top accounts mentioned or mentioned by @adambscott1979 @taobanker @pythiar @investornick @girthmaster21 @mikefritzell @shotsgoal @anotherbearcap @valuations @k3ithmccullough @hesabsg @shots_goal @shitfund @hatfieldcapital @quantian1 @realkunalashah @isabellaan67 @investinong @grok @johndoeknowsguy
Top assets mentioned Philip Morris International Inc. (PM) Canadian Natural Resources Limited (CNQ) Moody's Corporation (MCO) American Exceptionalism Acquisition Corp. A (AEXA) British American Tobacco (BTI) Altria Group Inc (MO) Aercap Holdings N.V. (AER) Alphabet Inc Class A (GOOGL) ZIM Integrated Shipping Services Ltd. (ZIM) UL Solutions Inc. (ULS) Amazon.com, Inc. (AMZN) Microsoft Corp. (MSFT) Frontline Ltd. (FRO) Morgan Stanley (MS) NVIDIA Corp. (NVDA) Costco Hot Dog (COST) TransDigm Group, Inc. (TDG) Cenovus Energy Inc. (CVE) Fenerbahçe Token (FB) Archway (ARCH) CONSOL Energy Inc. (CEIX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Anyone hiring for jobs where I can make [--] figures and spend most of the day sitting around complaining about the Fed/interest rates government policy and how all the product managers in tech need to be fired because they don't work as hard as I do"
X Link 2024-06-23T15:59Z [----] followers, [----] engagements
"@MikeFritzell Werent all those Swedish compounders like 70x earnings back in [----] (with no/low organic growth)"
X Link 2026-02-11T21:56Z [----] followers, [---] engagements
"$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 2025-12-03T16:56Z [----] followers, [----] engagements
"@ShitFund Damn $AEXA is definitely going to infinity"
X Link 2026-01-02T22:09Z [----] followers, [---] engagements
"I see stats like this and all I can think is I dont own enough $bti $mo $pm Australian cigarette prices have gone viral on the internet. Cigarette smokers are the most oppressed group on the planet https://t.co/owErfiM21o Australian cigarette prices have gone viral on the internet. Cigarette smokers are the most oppressed group on the planet https://t.co/owErfiM21o"
X Link 2026-01-23T21:48Z [----] followers, [----] engagements
"@HatfieldCapital @quantian1 @realKunalAShah I have no idea just looking at InBev and Kraft"
X Link 2026-02-02T17:10Z [----] followers, [---] engagements
"$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 2026-02-03T15:04Z [----] followers, [----] 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 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 2026-02-03T21:41Z [----] followers, [---] engagements
"@PythiaR That CapEx guide tho"
X Link 2026-02-04T21:20Z [----] 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 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 2026-02-09T16:13Z [----] 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 2026-02-11T19:09Z [----] followers, [----] engagements
"@anotherbearcap The index is always cheap. Shouldve always been 50-100x earnings historically. Backtested and proven"
X Link 2026-02-11T21:22Z [----] 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 2026-02-11T22:00Z [----] 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 2026-02-12T15:00Z [----] followers, [----] engagements
"$0006660 $005930"
X Link 2026-02-12T15:27Z [----] 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 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 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 2026-02-12T18:05Z [----] 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 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 2026-02-13T20:13Z [----] followers, [--] engagements
"@GirthMaster21 @HESaBSG See: Anaplan coupa Ping etc"
X Link 2026-02-04T16:33Z [----] followers, [--] engagements
"Go shitcos go. Liberate me from poverty. $mo $pm $bti $cnq $fro $atd.to $ewy"
X Link 2026-02-11T18:09Z [----] followers, [---] engagements
"@IsabellaAn67 @InvestInOnG @grok are these claims true Im highly skeptical"
X Link 2026-02-12T23:16Z [----] 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 2026-02-01T19:28Z [----] followers, 13.4K engagements
"Its [----]. $nvda has doubled twice more and is approaching a $10T market cap - but is still not too crazy at only 25x fwd PE. Mag [--] are now 72% of the index but also way cheaper than other classic quality compounder names like $cost or $tdg at 70x earnings"
X Link 2024-02-23T03:06Z [----] followers, 39.7K 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 2026-02-03T16:45Z [----] followers, 42K 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 2026-02-13T22:20Z [----] 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 2022-05-09T16:15Z [----] 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 2025-09-30T16:54Z [----] 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 2025-12-28T15:57Z [----] 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 2022-10-20T04:45Z [----] followers, [--] engagements
"Blah blah passive free riding on active price discovery blah blah only works to a point blah blah"
X Link 2024-10-03T12:27Z [----] 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 $CKHUY"
X Link 2021-03-19T16:24Z [----] followers, [--] engagements
"$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 $CVE not appreciated by market. High fcf yield with reopening upside"
X Link 2021-06-02T02:20Z [----] followers, [--] engagements
"$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 2021-03-21T23:21Z [----] followers, [--] engagements
"Everyone now talking about global supply chain issues as the hot business topic du jour has me worried the supply chains are about to start clearing up"
X Link 2021-10-10T23:15Z [----] followers, [--] engagements
"Apple at 13x vs the coal mine at 6x earnings in [----] was easy enough to pick. What about Apple at 30x vs the coal mine at 1x earnings If deep value has any terminal value beyond [--] - could post some massive returns n2y Everyone has now fully learned the lesson that trailing valuation is irrelevant low P/E a joke. But now the low P/E stuff seems really cheap and not obviously fraudulent/broken. What if cyclicality not as bad as market expects Everyone has now fully learned the lesson that trailing valuation is irrelevant low P/E a joke. But now the low P/E stuff seems really cheap and not"
X Link 2021-12-26T20:34Z [----] followers, [---] engagements
"To the 'this is [--] bubble redux' crowd - below valuations are what an actual market-wide bubble looks like. Major index components (often cyclical hardware/manufacturing/software license pre-SaaS biz models) at 40-100x+ earnings. When fed funds was 5% (vs. [--] going on 1.25%) List of assets NOT in a bubble. Pls add or disagree - The Entire Energy and Commodity Complex - The Entire Financials Sector with Limited Exceptions - Top [--] QQQ ex TSLA - Most International Stocks How is this indicative of an Everything Bubble List of assets NOT in a bubble. Pls add or disagree - The Entire Energy and"
X Link 2022-01-11T18:46Z [----] followers, [--] engagements
"The these idiots were long profitless tech at 50x sales and -30% margins vs. these idiots are buying cyclicals at peak earnings arguments are getting heated & personal and I love it"
X Link 2022-01-24T05:45Z [----] followers, [--] engagements
"Why would anyone own anything other than $goog and deep-value industrial shitcos"
X Link 2022-02-01T21:35Z [----] followers, [---] engagements
"Seems like the worst part of having a traditional Buffett / value investor approach is you're almost never the talk of the town at any given time. One moment you're underperforming growth/tech momo chasers and the next you're underperforming deep-value cyclical shitco pumpers"
X Link 2022-03-03T22:23Z [----] followers, [---] engagements
"Remember when $FB was the consensus fintwit long"
X Link 2022-03-12T20:41Z [----] followers, [---] engagements
"The number of people in SF who are [--] have had [--] different jobs in the last [--] years and are now 'partner' at "Future Ventures" (or something) is truly baffling"
X Link 2022-03-21T21:07Z [----] followers, [--] engagements
"+18% YTD 🥳 Driven by commodity positions: $uan $cnq $arch $ceix $whc.ax. Everything else mostly flat to slightly down-ish (mix of $goog tobacco some small-cap garpy / special situation-y stuff). Obviously a portion of the big March bump was Ukraine situation driven"
X Link 2022-04-01T18:27Z [----] 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 2022-04-11T12:01Z [----] followers, [--] engagements
"@avandelay6 @hfrcapital $cvna. Never forget - this coverage from last year has everything I want: 1) the $420 price target 2) a comparison to Amazon 3) silly top line CAGR-ing + operating leverage assumptions 4) insanely unrealistic projections of entirely new business lines"
X Link 2022-04-28T17:45Z [----] 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 2022-04-28T18:05Z [----] followers, [---] engagements
"Thus officially marking the end of the great shipping trade of [----] to [----]. This stock ZIM just seems wildly cheap. Shipping is a great business right now. I think higher shipping costs will last for a while. Logistics and inventory has been very challenging for companies. $zim seems like a good solution. Check it out. This stock ZIM just seems wildly cheap. Shipping is a great business right now. I think higher shipping costs will last for a while. Logistics and inventory has been very challenging for companies. $zim seems like a good solution. Check it out"
X Link 2022-05-29T01:44Z [----] followers, [--] engagements
"Someone explain to me how the Alts arent over-earning richly valued and potentially coming up on two coinciding thematic peaks (longer term AUM-share peak shorter term negative macro cycle or period of higher rates and compressed multiples hurting returns) $bx $kkr etc"
X Link 2022-06-01T20:20Z [----] followers, [--] engagements
"$ASTL $400m buyback or 1/3 of market cap 🥳🥳 At this rate I'll only be down 20% on this one in no time 🚀 https://ir.algoma.com/node/7816/pdf https://ir.algoma.com/node/7816/pdf"
X Link 2022-06-14T21:52Z [----] followers, [--] engagements
"Insecure anon dude YE performance update. The WWC all-beta no-alpha concentrated shitco portfolio ended the year +25% (vs. -18% for SP500). This was my 3rd year of (meaningfully) active mgmt. and 3rd year of outperformance (+58% [----] +60% 2020). 🎉🍾🥳🤪🚀💎🙌"
X Link 2023-01-02T18:22Z [----] followers, 79.1K 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 2023-04-26T17:25Z [----] followers, 68.8K engagements
"My main issue with $ZIM is I think it's a terminal zero. But I guess if rates moon for a quarter or two it could earn. high single digit millions to low billion per quarter But you still got what. $4b+ of lease obligations. idk hard to love but am I missing something"
X Link 2023-12-24T03:22Z [----] followers, 16.3K engagements
"Home prices are up another 30% unemployment is 3.2% and the latest CPI came in at 2.4%. All my value shitcos have traded flat for [--] years. All is good and right in the world"
X Link 2024-02-23T03:06Z [----] 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 $100+/share no"
X Link 2024-02-26T16:47Z [----] followers, 20.1K engagements
"$MA now a [---] bagger since [----]. 30% annual returns for [--] years. Ofc pales in comparison to $MNST a [----] bagger since [----] (36% ann. for [--] years)"
X Link 2024-03-15T04:14Z [----] followers, [----] engagements
"$astl has been my worst and most disappointing investment of the last [--] years. Also seems it won best idea on VIC a year and a half back so glad to know that place is filled with deep value idiot losers like me"
X Link 2024-04-02T03:43Z [----] followers, 10.5K engagements
"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 2024-04-02T22:56Z [----] followers, 25.1K engagements
"Full Sohn pitches Longs: $psi.to - Pason Systems - O&G EDR technology systems and software $crnx - Crinetics - endocrine therapy pharmaceuticals (glp-1 related) $schbo.ol - Schibsted - Nordic online classifieds for auto RE jobs whats getting pitched at sohn whats getting pitched at sohn"
X Link 2024-04-03T19:42Z [----] followers, 100.9K engagements
"@JoeDoeKnowsGuy"
X Link 2024-04-07T02:13Z [----] followers, 12.7K engagements
"I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though"
X Link 2024-04-15T00:26Z [----] followers, 42.3K engagements
"Fairly insane how screwed Swedish Match investors got in hindsight. Not many fairly obvious looking compounder stonks out there that could do 25%+ for 5-10 years and they gave this one away for a song. $SWMA $PM"
X Link 2024-04-23T17:45Z [----] followers, 21K engagements
"I think one of my biggest fears is that the fake economy just collapses over my lifetime. As in after [--] years of escalating corporate BS and proliferation of prestigious makework Strategy Director and ppt-making jobs society collectively just realizes its all pointless"
X Link 2024-05-10T11:29Z [----] followers, 81.1K engagements
"But it does seem to me like every F500 could fire 50%+ of their office/administrative staff and operate just fine. In effect - feels like the shareholders are paying for a lot of cushy admin makework fake email jobs"
X Link 2024-05-10T11:33Z [----] followers, [----] engagements
"Do Germans just save all their money then realize 0% annual returns on it Seems fairly insane to have a culture of industry and thrift but not trying to escape wage slavery by investing that in stocks and real estate - what the hell is wrong with those people"
X Link 2024-05-13T18:35Z [----] followers, 50K engagements
"@buccocapital I think the difference is if all the software engineers in the world dropped dead it may create some issues but if all the McKinsey consultants dropped dead the world wouldnt really skip a beat (and might actually become better)"
X Link 2024-06-01T15:18Z [----] followers, [----] 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 2024-06-11T00:07Z [----] followers, 379.2K engagements
"People used to just complain about life with their friends and drink like normal people what happened"
X Link 2024-06-11T00:08Z [----] followers, 13.3K 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 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 2024-06-16T15:19Z [----] followers, 68.8K engagements
"It's literally absurd how hard it's gotten to get a job making $500k+ where you stay up until midnight making powerpoint slides no one reads or update falsely precise models/write investment memos to underperform the index Some of my colleagues were laid off last year and are still looking for a job [--] months later. This labor market continues to be awful for white collar workers Some of my colleagues were laid off last year and are still looking for a job [--] months later. This labor market continues to be awful for white collar workers"
X Link 2024-06-27T02:06Z [----] followers, 69.9K engagements
"These are the victims no one talks about while the crooked BLS puts out their positive jobs reports each month"
X Link 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 2024-06-27T12:14Z [----] followers, [----] engagements
"The toenail fungus ppl are the best fintwit community by far $mob.st I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though. I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though"
X Link 2024-07-09T19:52Z [----] followers, [----] engagements
"20% UK is the most insane by far Can you IMAGINE running a fund with this geographic distribution How does this guy sleep at night https://t.co/7HrLTgMyxq Can you IMAGINE running a fund with this geographic distribution How does this guy sleep at night https://t.co/7HrLTgMyxq"
X Link 2024-07-31T02:54Z [----] followers, [----] engagements
"The indexing is a bubble crowd are the most brain dead finance people and also conveniently all happen to be totally self interested in charging too-high fees to underperform passive strategies Cliff Asness of AQR has written an interesting paper available online. Basically he asserts markets are now less efficient due to index funds low interest rates and most importantly the influence of access to technology that encourages memes and meme philosophy that increases Cliff Asness of AQR has written an interesting paper available online. Basically he asserts markets are now less efficient due"
X Link 2024-09-13T10:53Z [----] followers, 18.3K engagements
"Lots of fintwit dunking on the fungus stock but was still one of the better/more original ideas on here even though it didnt work out today. I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though. I'm starting to be a real believer in toenail fungus treatments. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though"
X Link 2024-09-13T12:49Z [----] followers, 23.3K engagements
"While the ILWA obviously ensures high paying jobs that should be automated away for our dwindling number of blue collar types our work culture of bullshit and activity bias ensures far more white collar high paying jobs that also should not exist"
X Link 2024-10-03T12:29Z [----] followers, [----] engagements
"Seems like everyone I look at where ppl jerk off to their galaxy brain macro takes has somehow posted 20%+ returns for decades yet has meaningfully underperformed compounding their net worth at the rate of the index for the last couple decades. Talk about smoke and mirrors"
X Link 2024-11-18T17:06Z [----] followers, [----] engagements
"Future Treasury Secretary Scott Bessent's returns. Up 22% over a time when the index more than doubled. Key is to always benchmark against something as idiotic as the 'Global Macro Index' in this case Big time galaxy brain 'Global Macro' guy level returns right here"
X Link 2024-11-24T01:41Z [----] followers, 34.4K engagements
"Is the white collar recession still a thing Or was that a fake news story [--] months ago about a few thousand ppl in nyc getting fired from finance/consulting jobs"
X Link 2024-12-09T01:39Z [----] followers, 16.8K engagements
"One of the most dangerous thoughts someone can have is thinking well Im smarter than 99% of ppl so therefore I can outperform the market since the median person is an idiot. As soon as youve thought this - youve failed to understand who youre competing against"
X Link 2024-12-23T16:56Z [----] followers, 14.7K engagements
"How did Vivek get rich exactly Did he actually do anything real or was it just a lot of pharma stock pump and dumps Genuinely asking - no priors"
X Link 2024-12-26T17:22Z [----] followers, 279.1K 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 2024-12-26T17:57Z [----] followers, 16.4K engagements
"If I had a $100m allocation spinning off $30m a year I would be throwing that $30m into spy and not t-bills every year This is your periodic reminder that Medallion has underperformed the S&P since inception on account of it paying out profits as dividends rather than allowing reinvestment. Don't cry for its investors- they've realized 3x the Sharpe with no drawdowns- but it isn't magic. https://t.co/X3nSq1PvNu This is your periodic reminder that Medallion has underperformed the S&P since inception on account of it paying out profits as dividends rather than allowing reinvestment. Don't cry"
X Link 2024-12-31T13:47Z [----] followers, 23K engagements
"Weve gone from SaaS being the best business model in the world that should trade at 50x sales to the disruption of the entire software industrial complex by AI agents in just [--] years. No one knows anything"
X Link 2025-01-05T18:50Z [----] followers, 10.8K engagements
"Crypto sort of just seems like the end state of [--] years of financialization and inserting more layers of abstraction between productive activity and financial value. The natural end state is you have an extremely valuable thing thats obviously pointless / socially useless. I fully understand why China banned crypto. This is collapse of society type stuff I fully understand why China banned crypto. This is collapse of society type stuff"
X Link 2025-01-19T21:22Z [----] followers, 21.7K engagements
"It seems like the chill fake email job & the blue collar job salaries have really converged quite a bit with the moderately elite fake email job salaries. The stakes are higher than ever to crack the upper echelon fake email job threshold and if that fails opt-out ASAP"
X Link 2025-01-23T16:44Z [----] followers, 14.5K engagements
"If China can do AI - therefore its a shitty race to marginal cost zero moat overly competitive industry that will never generate excess returns for anyone. Case closed"
X Link 2025-01-25T03:39Z [----] followers, 57.5K engagements
"So Im all for the mag [--] best companies ever boomer value mindset is stupid / doesnt understand monopolies blah blah. But geez $AAPL an 8x since 2015: 2x driven by income increase (7% cagr) and 4x driven by multiple expansion (15% cagr) feels a bit silly"
X Link 2025-02-01T18:14Z [----] followers, 20.8K engagements
"Remarkable how pretty much all funds with good tracks just flipped heads in the first 3-5 years of funds life. Just need a 2-3 sigma std deviation positive outcome in those years then can hold a good TWR for 10-15+ years while you incinerate client money on a MWR basis"
X Link 2025-02-16T16:48Z [----] followers, 25K engagements
"Armchair expert here but I think theres at least $500B to eleventy trillion to cut I they stop sending social security to [---] year olds and cut off all the Medicare payments that go to Russians in Miami billing CMS $12K/pop to drive dialysis patients to the clinic"
X Link 2025-02-17T23:09Z [----] followers, [----] engagements
"Pretty remarkable you can 45x your first fund and will still almost certainly end up losing your average investor (avg $ in) money relative to the index over the long term. What a world. Altimeter's VC net returns as of [----] https://t.co/d4YIH7eAMU Altimeter's VC net returns as of [----] https://t.co/d4YIH7eAMU"
X Link 2025-02-27T22:17Z [----] followers, 72.2K engagements
"Im pretty stunned how well the first order thinking this is a thematic mega trend style bets have worked out over the last few years. AI GLP-1s Euro defense names. Multibaggers all around for those unburdened by skepticism and the its priced in mindset"
X Link 2025-03-15T20:00Z [----] followers, 57.8K 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 2025-03-19T16:55Z [----] followers, [----] engagements
"Probably retiring my Twitter shortly. Sadly the site and fintwit community feels like a shell of what it once was. Good meeting you all and good luck"
X Link 2025-03-24T18:31Z [----] followers, 11.3K engagements
"Automating call center work or secretarial functions seems like the most obvious functions for direct role removal. But thats based on the cultural view that those jobs are rote. Lots of fancy fake email jobs are basically glorified secretarial work (Chief of Staff)"
X Link 2025-05-22T12:21Z [----] followers, 54.3K engagements
"Feels like neither the Silicon Valley autists nor the rational market believers actually really understand what work even is. This isnt some rational economic function for the top two quintiles this is a cultural ritual"
X Link 2025-05-22T12:23Z [----] followers, 54.7K engagements
"We make presentations and have meetings because our ancestors did that. But now we make much better presentations and have many more meetings (with far less structure and purpose). These are the ritual gestures that define our lives. This is our rain dance"
X Link 2025-05-22T12:25Z [----] followers, 64.1K engagements
"For elite work the most abstract immeasurable and unquantifiable form of output - the big story has been just how comically silly the work has become. Longer and more beautiful PowerPoints. More useless falsely precise detailed models"
X Link 2025-05-22T12:28Z [----] followers, 38.1K engagements
"@RobTerrin Ok maybe I did. But you get the point. No clear economic purpose"
X Link 2025-05-22T13:28Z [----] followers, [----] engagements
"@RaleighC I fear were no smarter nor morally superior"
X Link 2025-05-22T16:41Z [----] followers, 20.8K engagements
"America is basically that company Peter Lynch described when he said go for a business thats so good any idiot can run it because sooner or later one will"
X Link 2025-05-23T12:34Z [----] followers, [----] engagements
"Pretty remarkable how far we were able to take the idea you could just lever up shitcos with variable rate debt while charging 2/20 then sell them to the next fund. And how for the next [--] years that will remain the highest paying fake email job by far despite the performance I wrote a piece in this morning's financial times on why private equity has become a money trap - and the danger institutions are in that have over allocated. https://t.co/zp6PjunQI8 I wrote a piece in this morning's financial times on why private equity has become a money trap - and the danger institutions are in that"
X Link 2025-05-31T13:30Z [----] followers, 15K engagements
"Just got [--] dozen oysters bottle of Mot and [--] aperol spritzes in Nantucket: $420 Every day it feels more like Im paying in Monopoly money. No idea what anything costs anymore Economy is so cooked but good time to own assets (esp in other FX) or be getting paid by the US govt"
X Link 2025-06-08T17:21Z [----] followers, [----] engagements
"$PLTR just needs to CAGR topline growth at 39% for the next decade and hit 40% margins to trade at 10x [----] EBT"
X Link 2025-07-16T14:20Z [----] followers, 26.9K engagements
"@ebitdaddy90 The biggest money mistake I see people make is not pursuing the right pointless fake email jobs"
X Link 2025-08-01T18:39Z [----] followers, [----] engagements
"$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"
X Link 2025-08-19T01:45Z [----] followers, 18.2K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing