# ![@CCM_Brett Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1056618569541144576.png) @CCM_Brett Brett

Brett posts on X about $goog, stocks, $amzn, $mtch the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1056618569541144576/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1056618569541144576/c:line/m:interactions.svg)

- [--] Week [------] -2.90%
- [--] Month [-------] -4.20%
- [--] Months [---------] -49%
- [--] Year [---------] -52%

### Mentions: [--] [#](/creator/twitter::1056618569541144576/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1056618569541144576/c:line/m:posts_active.svg)

- [--] Week [--] -74%
- [--] Month [---] -4.60%
- [--] Months [---] -35%
- [--] Year [---] -35%

### Followers: [------] [#](/creator/twitter::1056618569541144576/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1056618569541144576/c:line/m:followers.svg)

- [--] Week [------] +0.16%
- [--] Month [------] +0.40%
- [--] Months [------] +2.60%
- [--] Year [------] +14%

### CreatorRank: [-------] [#](/creator/twitter::1056618569541144576/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1056618569541144576/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [gaming](/list/gaming)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities) 

**Social topic influence**
[$goog](/topic/$goog), [stocks](/topic/stocks), [$amzn](/topic/$amzn), [$mtch](/topic/$mtch), [$axp](/topic/$axp), [$spot](/topic/$spot), [$aapl](/topic/$aapl), [market cap](/topic/market-cap), [money](/topic/money), [goog](/topic/goog)

**Top accounts mentioned or mentioned by**
[@finchatio](/creator/undefined) [@chitchatstocks](/creator/undefined) [@ccmryan](/creator/undefined) [@ccmbrett](/creator/undefined) [@jerrycap](/creator/undefined) [@fiscalai](/creator/undefined) [@pythiar](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@chitchatmoney](/creator/undefined) [@travishoium](/creator/undefined) [@invesquotes](/creator/undefined) [@irbezek](/creator/undefined) [@fromvalue](/creator/undefined) [@tsohinvesting](/creator/undefined) [@borninvestor](/creator/undefined) [@chrisrinvesting](/creator/undefined) [@larryjamieson](/creator/undefined) [@timothybuffett](/creator/undefined) [@compoundpapi](/creator/undefined) [@happyhr10](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Match Group Inc (MTCH)](/topic/$mtch) [American Express Company (AXP)](/topic/$axp) [Spotify Technology (SPOT)](/topic/$spot) [Apple, Inc. (AAPL)](/topic/$aapl) [Remitly Global, Inc. (RELY)](/topic/$rely) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Tesla, Inc. (TSLA)](/topic/$tsla) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Nelnet, Inc. Class A (NNI)](/topic/$nni) [Philip Morris International Inc. (PM)](/topic/$pm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SafeMoon (SFM)](/topic/$sfm) [Wise (WISE)](/topic/$wise) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Altria Group Inc (MO)](/topic/$mo) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Shopify Inc (SHOP)](/topic/$shop) [Metadium (META)](/topic/$meta) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Autodesk Inc (ADSK)](/topic/$adsk) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Decentral Games (DG)](/topic/$dg) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Netflix Inc (NFLX)](/topic/$nflx) [Block, Inc. (SQ)](/topic/$sq) [Electronic Arts Inc. (EA)](/topic/$ea) [Brett (BRETT)](/topic/brett) [Boeing Co (BA)](/topic/$ba) [DisChain (DIS)](/topic/$dis) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Taiwan Semiconductor (TSM)](/topic/$tsm) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [Starbucks Corporation (SBUX)](/topic/$sbux) [Limitus (LMT)](/topic/$lmt) [Costco Hot Dog (COST)](/topic/$cost) [Bitcoin (BTC)](/topic/bitcoin) [Alibaba Group (BABA)](/topic/$baba) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Ferrari N.V. (RACE)](/topic/$race) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Strategy (MSTR)](/topic/$mstr) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Hershey Co (HSY)](/topic/$hsy) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [British American Tobacco (BTI)](/topic/$bti) [NuCypher (NU)](/topic/$nu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"When you look at Zoom's S1 numbers again $ZM"  
[X Link](https://x.com/CCM_Brett/status/1111090996970831872)  2019-03-28T02:21Z 10.8K followers, [--] engagements


"Live look at Tesla headquarters $TSLA $TSLAQ"  
[X Link](https://x.com/CCM_Brett/status/1121154996098097152)  2019-04-24T20:52Z 10.8K followers, [--] engagements


"If I Had To Marry OneCompany https://marketbrothersmedia.com/if-i-had-to-marry-one-company/ https://marketbrothersmedia.com/if-i-had-to-marry-one-company/"  
[X Link](https://x.com/CCM_Brett/status/1128737845542305792)  2019-05-15T19:04Z 10.8K followers, [--] engagements


"These WeWork Articles are Absolute Bonkers $WEWORK https://marketbrothersmedia.com/these-wework-articles-are-absolute-bonkers/ https://marketbrothersmedia.com/these-wework-articles-are-absolute-bonkers/"  
[X Link](https://x.com/CCM_Brett/status/1128856814970441734)  2019-05-16T02:56Z 10.8K followers, [--] engagements


"$WEWORK https://marketbrothersmedia.com/these-wework-articles-are-absolute-bonkers/ https://marketbrothersmedia.com/these-wework-articles-are-absolute-bonkers/"  
[X Link](https://x.com/CCM_Brett/status/1129378084765831169)  2019-05-17T13:28Z 12.8K followers, [--] engagements


"Citron research looking at $SHOP right now"  
[X Link](https://x.com/CCM_Brett/status/1136302210914983936)  2019-06-05T16:02Z 10.8K followers, [--] engagements


"War on Cash not slowing down $SQ $PYPL. and @stripe needs to go public"  
[X Link](https://x.com/CCM_Brett/status/1139934606822498305)  2019-06-15T16:36Z 10.8K followers, [--] engagements


"Fundamental Analysis of Adobe Inc. $ADBE https://marketbrothersmedia.com/fundamental-analysis-of-adobe-inc/ https://marketbrothersmedia.com/fundamental-analysis-of-adobe-inc/"  
[X Link](https://x.com/CCM_Brett/status/1146948934436364290)  2019-07-05T01:08Z 10.8K followers, [--] engagements


"Eight Month Update of the MBP $BA $EA $ATVI https://marketbrothersmedia.com/eight-month-update-of-the-mbp/ https://marketbrothersmedia.com/eight-month-update-of-the-mbp/"  
[X Link](https://x.com/CCM_Brett/status/1154255441167302657)  2019-07-25T05:01Z 10.8K followers, [--] engagements


"$roku at a $15 billion dollar market cap"  
[X Link](https://x.com/CCM_Brett/status/1160927342643965953)  2019-08-12T14:53Z 10.8K followers, [--] engagements


"Whatever happend to $brk.b $amzn $JPM healthcare initiative https://www.google.com/amp/s/www.cnbc.com/amp/2019/03/13/what-is-haven-amazon-jpmorgan-berkshire-revamp-health-care.html https://www.google.com/amp/s/www.cnbc.com/amp/2019/03/13/what-is-haven-amazon-jpmorgan-berkshire-revamp-health-care.html"  
[X Link](https://x.com/CCM_Brett/status/1160969408476405760)  2019-08-12T17:40Z 10.8K followers, [--] engagements


"Fundamental Analysis of Docusign $DOCU https://marketbrothersmedia.com/fundamental-analysis-of-docusign/ https://marketbrothersmedia.com/fundamental-analysis-of-docusign/"  
[X Link](https://x.com/CCM_Brett/status/1163149494290145281)  2019-08-18T18:03Z 10.8K followers, [--] engagements


"Fundamental Analysis of Twilio $TWLO https://marketbrothersmedia.com/fundamental-analysis-of-twilio/ https://marketbrothersmedia.com/fundamental-analysis-of-twilio/"  
[X Link](https://x.com/CCM_Brett/status/1165668364779491330)  2019-08-25T16:52Z 10.8K followers, [--] engagements


"Twitter is pretty bullish on baby yoda. We're talking billions in share price here $DIS"  
[X Link](https://x.com/CCM_Brett/status/1201900730757480449)  2019-12-03T16:27Z 10.7K followers, [--] engagements


"Wrote a quick piece on $ZM. If they can keep up the fast sales growth they could see big returns even at this valuation. I'm just not sure they can do that over the long-term Time to Get Greedy with Zoom Video $ZM https://t.co/OkRSyGpCrX https://t.co/mJkLbnaM4c Time to Get Greedy with Zoom Video $ZM https://t.co/OkRSyGpCrX https://t.co/mJkLbnaM4c"  
[X Link](https://x.com/CCM_Brett/status/1205342173417263104)  2019-12-13T04:22Z 10.8K followers, [--] engagements


"Full disclosure ended up buying some $MDB this week. Love their LT potential and think they can become a large-cap stock if they execute correctly over the next decade. Summary of $MDB 3rd quarter earnings: - sales of $109.4 mil up 52% YoY - Atlas (their cloud-based service) up 185% - GM of 71% down from 75% - Net loss of $42.4 million (cont. below) Summary of $MDB 3rd quarter earnings: - sales of $109.4 mil up 52% YoY - Atlas (their cloud-based service) up 185% - GM of 71% down from 75% - Net loss of $42.4 million (cont. below)"  
[X Link](https://x.com/CCM_Brett/status/1205626998749483008)  2019-12-13T23:14Z 10.8K followers, [--] engagements


"Reminder we just dropped a show on Semler Scientific ( $SMLR) ticker I definitely think is worth following: https://open.spotify.com/episode/7Agg0nV1bzbwiUA49sL26Xsi=JXhUlQMRR-i6Ao8iQoRezw https://open.spotify.com/episode/7Agg0nV1bzbwiUA49sL26Xsi=JXhUlQMRR-i6Ao8iQoRezw"  
[X Link](https://x.com/CCM_Brett/status/1218246382366023680)  2020-01-17T18:59Z 10.8K followers, [--] engagements


"When you thought it was safe to short $TSLA at $650 $TSLAQ"  
[X Link](https://x.com/CCM_Brett/status/1224491844492357634)  2020-02-04T00:36Z 10.8K followers, [--] engagements


"important questions for $ROKU/CTV/digital ad investors: [--]. Is Roku trying to vertically integrate CTV ads [--]. What does that mean for other companies trying to get a piece of the advertising pie"  
[X Link](https://x.com/CCM_Brett/status/1228707092720021504)  2020-02-15T15:46Z 10.8K followers, [--] engagements


"$SMLR Semler Scientific: A Deep Dive https://link.medium.com/eBW6XZBa83 https://link.medium.com/eBW6XZBa83"  
[X Link](https://x.com/CCM_Brett/status/1229095193049092096)  2020-02-16T17:28Z 10.8K followers, [--] engagements


"Did a deep dive on Semler Scientific a small-cap stock I'm really starting to like. We did a podcast on them a month ago: and @MFIndustryFocus did a show on them recently: https://open.spotify.com/episode/2v5qVQp0NT2lNHAoaUBpGY https://open.spotify.com/episode/7Agg0nV1bzbwiUA49sL26X Semler Scientific: A Deep Dive $SMLR https://t.co/FWFq2WQlQL https://t.co/Bcd6YCMsjU https://open.spotify.com/episode/2v5qVQp0NT2lNHAoaUBpGY https://open.spotify.com/episode/7Agg0nV1bzbwiUA49sL26X Semler Scientific: A Deep Dive $SMLR https://t.co/FWFq2WQlQL https://t.co/Bcd6YCMsjU"  
[X Link](https://x.com/CCM_Brett/status/1229095748773412865)  2020-02-16T17:30Z 10.8K followers, [--] engagements


"$SMLR 90% gross margins 53% sales growth w/operating leverage. Fantastic quarter"  
[X Link](https://x.com/CCM_Brett/status/1235023447975030784)  2020-03-04T02:05Z 10.7K followers, [--] engagements


"$SQ [--]. Capital loan loss rates have gone down (which is a good thing)"  
[X Link](https://x.com/CCM_Brett/status/1242576835684102144)  2020-03-24T22:19Z 10.8K followers, [--] engagements


"$SQ [--]. All the ways they make money through the Cash App"  
[X Link](https://x.com/CCM_Brett/status/1242576837340884993)  2020-03-24T22:19Z 10.8K followers, [--] engagements


"Deliveries revised down factories shut workers with coronavirus.and $TSLA is up 5% $TSLAQ"  
[X Link](https://x.com/CCM_Brett/status/1245003790601732097)  2020-03-31T15:03Z 10.8K followers, [--] engagements


"$TSLA $TSLAQ"  
[X Link](https://x.com/CCM_Brett/status/1247750066896424962)  2020-04-08T04:56Z 10.8K followers, [--] engagements


"An interesting earnings to see tomorrow will be Semler Scientific $SMLR Will they be impacted positively or negatively from corona I really don't know"  
[X Link](https://x.com/CCM_Brett/status/1257151183879204864)  2020-05-04T03:32Z 10.8K followers, [--] engagements


"When someone asks why $SQ isn't at [--] bucks just show them this"  
[X Link](https://x.com/CCM_Brett/status/1259934372515295233)  2020-05-11T19:52Z 10.8K followers, [--] engagements


"$EA crushing it on buyback program"  
[X Link](https://x.com/CCM_Brett/status/1264236387349360640)  2020-05-23T16:46Z 10.8K followers, [--] engagements


"Researching $U and then seeing the TTM EV/sales"  
[X Link](https://x.com/CCM_Brett/status/1307343711655739392)  2020-09-19T15:40Z 10.7K followers, [--] engagements


"$SQ GPV for sellers only down 10-15% in July. Good sign"  
[X Link](https://x.com/CCM_Brett/status/1308120986688970753)  2020-09-21T19:08Z 10.8K followers, [--] engagements


"$NNOX didn't know about the company until the short report came out but man was it damning. Here are a few examples https://d.muddywatersresearch.com/content/uploads/2020/09/MW_NNOX_09022020.pdf https://d.muddywatersresearch.com/content/uploads/2020/09/MW_NNOX_09022020.pdf"  
[X Link](https://x.com/CCM_Brett/status/1308798006481661954)  2020-09-23T15:58Z 10.8K followers, [--] engagements


"There's a 40% chance the $PLTR CEO is a supervillain based on this picture alone"  
[X Link](https://x.com/CCM_Brett/status/1309481160326619136)  2020-09-25T13:13Z 10.8K followers, [--] engagements


"Wrote about a companies being "inevitable" and when the market can misunderstand that. Examples include $SQ $ROKU $NTDOY Own Companies That FeelInevitable https://t.co/5TTQTNmEZ8 Own Companies That FeelInevitable https://t.co/5TTQTNmEZ8"  
[X Link](https://x.com/CCM_Brett/status/1309915284875038721)  2020-09-26T17:58Z 10.8K followers, [--] engagements


"7. Cloudera has been able to rapidly scale gross profit with less than $90 million in [----] turning to over $550 million in FY [----]. However they are spending a ton on Sales and marketing"  
[X Link](https://x.com/CCM_Brett/status/1313140474832547841)  2020-10-05T15:34Z 11.2K followers, [--] engagements


"8. In [----] Cloudera merged with Hortonworks (a sizable company from the looks of it) which inorganically grew revenue and also ballooned expenses in FY 2020"  
[X Link](https://x.com/CCM_Brett/status/1313140477009432576)  2020-10-05T15:34Z 11.2K followers, [--] engagements


"3. As a holding company Fairfax Africa has stakes in many different businesses in Africa an example being the one below:"  
[X Link](https://x.com/CCM_Brett/status/1314228084246106112)  2020-10-08T15:36Z 11.5K followers, [--] engagements


"4. As a holding company $FFXXF has to "mark-to-market" their investments in public companies. Their ownership stakes have declined in value which means they have to categorize them as a "net-loss" on their income statement"  
[X Link](https://x.com/CCM_Brett/status/1314228087589007365)  2020-10-08T15:36Z 11.5K followers, [--] engagements


"5. $FFXXF trades at a market cap under $100 million but has made investments totaling $459 million and actually received $20 million in income from these investments in [----] alone"  
[X Link](https://x.com/CCM_Brett/status/1314228091338723328)  2020-10-08T15:36Z 11.5K followers, [--] engagements


"8. Later in the letter execs admit that the first year of the CIG investment hasn't gone well but they still believe in the company long-term (I have no idea if this has merit but it is good they have this mindset)"  
[X Link](https://x.com/CCM_Brett/status/1314228098519371777)  2020-10-08T15:36Z 11.5K followers, [--] engagements


"9. $FFXXF holds a 15% stake (as of EOY 2019) in Nova Pioneer Education. Business seems to be growing well"  
[X Link](https://x.com/CCM_Brett/status/1314228102080262146)  2020-10-08T15:36Z 11.5K followers, [--] engagements


"10. $FFXXF has a 26% stake in Phil-Africa Foods a legacy food processor. business seems to be doing well"  
[X Link](https://x.com/CCM_Brett/status/1314228105465131008)  2020-10-08T15:36Z 11.5K followers, [--] engagements


"Final note: Since the company has many investments and isn't a traditional company I missed 80% of what $FFXXF does in these [--] notes. Here is the annual report from last year for further reading: https://s21.q4cdn.com/604175076/files/doc_financials/2019/ar/WEBSITE-Fairfax-Africa-2019-Annual-Report.pdf https://s21.q4cdn.com/604175076/files/doc_financials/2019/ar/WEBSITE-Fairfax-Africa-2019-Annual-Report.pdf"  
[X Link](https://x.com/CCM_Brett/status/1314228107079946240)  2020-10-08T15:36Z 11.5K followers, [--] engagements


"When $SQ and $AAXN start ripping during a [--] month period I can't hold shares"  
[X Link](https://x.com/CCM_Brett/status/1318203417894899715)  2020-10-19T14:52Z 10.8K followers, [--] engagements


"$MTCH from earnings letter"  
[X Link](https://x.com/CCM_Brett/status/1324098651933741057)  2020-11-04T21:18Z 10.8K followers, [--] engagements


"Interesting chart from $EA investor slides"  
[X Link](https://x.com/CCM_Brett/status/1324521262421479428)  2020-11-06T01:17Z 10.8K followers, [--] engagements


"Wait $NIO has a $60 billion market cap"  
[X Link](https://x.com/CCM_Brett/status/1328372396177276929)  2020-11-16T16:20Z 10.8K followers, [--] engagements


"The most important $PTON metric"  
[X Link](https://x.com/CCM_Brett/status/1330971027900223488)  2020-11-23T20:26Z 10.8K followers, [--] engagements


"revenue: $97000 market cap: $200 mil Some of us have lost our minds"  
[X Link](https://x.com/CCM_Brett/status/1331031012067794944)  2020-11-24T00:24Z 10.8K followers, [--] engagements


"The $ABNB v. $BKNG battle should be exciting for years to come"  
[X Link](https://x.com/CCM_Brett/status/1333944883145371648)  2020-12-02T01:23Z 10.8K followers, [--] engagements


"Need some entertainment today so here it goes: Can someone explain to me why you'd own $BTC besides the fact you can sell it to someone else at a higher price"  
[X Link](https://x.com/CCM_Brett/status/1339966626590982144)  2020-12-18T16:11Z 12.5K followers, [--] engagements


"@Kenny8254 Why does that make it an *investment* though"  
[X Link](https://x.com/CCM_Brett/status/1339977066322612224)  2020-12-18T16:53Z 12.5K followers, [--] engagements


"@Kenny8254 Fair. But seems like you'd be worried about a few other things before Bitcoin if that scenario were to occur"  
[X Link](https://x.com/CCM_Brett/status/1339981434103029762)  2020-12-18T17:10Z 12.5K followers, [--] engagements


"$NTODY lead game designer Miyamoto who invented DK Mario Zelda:"  
[X Link](https://x.com/CCM_Brett/status/1340726011667730432)  2020-12-20T18:29Z 12.7K followers, [--] engagements


"Over the next [--] months $PTON will have to fight [--]. Gym reopenings/market headwinds [--]. A moat attack (image from NordicTrack's website) Will be a tall task"  
[X Link](https://x.com/CCM_Brett/status/1349425498837827584)  2021-01-13T18:38Z 10.8K followers, [--] engagements


"Feels like Epic Games could get an absolutely ridiculous valuation at the moment. Like $150 billion or something like that"  
[X Link](https://x.com/CCM_Brett/status/1350508065565523969)  2021-01-16T18:19Z 10.8K followers, [--] engagements


"Can't stop thinking about this chart"  
[X Link](https://x.com/CCM_Brett/status/1352268365931286531)  2021-01-21T14:54Z 12.5K followers, [--] engagements


"$EA F1 expansion likely coming with Codemasters acquisition"  
[X Link](https://x.com/CCM_Brett/status/1357131370900852736)  2021-02-04T00:58Z 10.8K followers, [--] engagements


"$WIX not only increasingly stepping on $SHOP's toes but $SQ too"  
[X Link](https://x.com/CCM_Brett/status/1367141261652627458)  2021-03-03T15:54Z 10.8K followers, [--] engagements


""I took 50% of our capital and put it into 30-year Treasury bonds yielding 14% and I owned nothing else" Druck = 🐐"  
[X Link](https://x.com/CCM_Brett/status/1368611764451954691)  2021-03-07T17:17Z 10.8K followers, [--] engagements


"Talking $SFM. Whole pitch can be summarized as: - Single-digit FCF multiple - clear path to 10% top-line growth - Clean balance sheet - $300M buyback program (market cap: $2.85B) - New mgmt team from $WMT"  
[X Link](https://x.com/CCM_Brett/status/1372562111105142789)  2021-03-18T14:54Z 10.8K followers, [--] engagements


"Everything coming up $MS"  
[X Link](https://x.com/CCM_Brett/status/1380536921118572544)  2021-04-09T15:03Z 10.8K followers, [--] engagements


"First look at $VMEO and it seems like a high quality business Also adds to the wound of my dumbest investing mistake: having high conviction in $MTCH [--] - [--] months ago and not buying $IAC instead Deep Dive: Vimeo $VMEO - SAAS video creation & sharing platform - $IAC spin-off - Market Cap $6.77B - [---] Million Subscribers - Enterprise Revenue increased 100% for the 3rd quarter in a row Spotify➡ https://t.co/B6FGLCMDu2 Apple➡ https://t.co/UrqGjbeKhQ Deep Dive: Vimeo $VMEO - SAAS video creation & sharing platform - $IAC spin-off - Market Cap $6.77B - [---] Million Subscribers - Enterprise Revenue"  
[X Link](https://x.com/CCM_Brett/status/1401584468670877696)  2021-06-06T16:59Z 10.8K followers, [--] engagements


"$ALU would be the perfect acquisition for $ADSK But at an acquisition price north of 20x sales idk if it is worth it"  
[X Link](https://x.com/CCM_Brett/status/1402333674700369920)  2021-06-08T18:36Z 10.8K followers, [--] engagements


"The Uhaul thesis (ticker: $AMERCO) was incredibly interesting: - Founder/outsider CEO - Competitive advantage through scale and physical network effect - long runway for reinvestment - Very reasonable valuation What more do you need This week on Chit Chat Money: Spotify & The Audio Opportunity w/ @SleepwellCap (starts at 3:14) - Live audio - Podz acquisition - Label & streaming services relationship - Thesis for Uhaul Spotify➡ https://t.co/GxjWl6uKVa Apple➡ https://t.co/hA5i6UQvbF This week on Chit Chat Money: Spotify & The Audio Opportunity w/ @SleepwellCap (starts at 3:14) - Live audio -"  
[X Link](https://x.com/CCM_Brett/status/1407396221736480771)  2021-06-22T17:53Z 10.8K followers, [--] engagements


"$ADSK segment revenue (Q1 only) over the last [--] years AEC: 15.1% CAGR AutoCAD: 27.1% CAGR (kind-of surprising) MFG: 4.5% CAGR (expect this to accelerate with Fusion [---] growth) M&E: 9.5% CAGR"  
[X Link](https://x.com/CCM_Brett/status/1407753398510751748)  2021-06-23T17:32Z 10.8K followers, [--] engagements


"$DBX: Up 40% YTD forward P/FCF: 17.8"  
[X Link](https://x.com/CCM_Brett/status/1412857194161135618)  2021-07-07T19:32Z 12.4K followers, [--] engagements


"$NFLX deciding to build vs. buy in video games"  
[X Link](https://x.com/CCM_Brett/status/1415440840143474688)  2021-07-14T22:39Z 10.8K followers, [--] engagements


"(SPAC currently under ticker $GHVI) Fun discussion on Matterport this week Would I be surprised if this had a $25 billion market cap in [--] years No Is the valuation nosebleed Yes Do I get worried about claims of a "data advantage" Most definitely Deep Dive: Matterport $MTTR - Creating digital twins of physical structures - $3.2B Enterprise Value - [----] Revenue of $86M up 87% YoY - [---] Million spaces under management - E-commerce avenue Spotify➡ https://t.co/lncZwPnM5c Apple➡ https://t.co/tSuKmwtMg1 Deep Dive: Matterport $MTTR - Creating digital twins of physical structures - $3.2B Enterprise"  
[X Link](https://x.com/CCM_Brett/status/1416806895818477568)  2021-07-18T17:07Z 12.7K followers, [--] engagements


"I love how "Yeah we discovered every protein known to man" is just a throwaway line in the $GOOG conference call"  
[X Link](https://x.com/CCM_Brett/status/1421123509829333001)  2021-07-30T15:00Z 10.8K followers, [--] engagements


""Metaverse" mention on the $MTCH call"  
[X Link](https://x.com/CCM_Brett/status/1422928489607434242)  2021-08-04T14:32Z 10.7K followers, [--] engagements


"$MTCH the timing of this is not a coincidence"  
[X Link](https://x.com/CCM_Brett/status/1425883893974986752)  2021-08-12T18:16Z 10.7K followers, [--] engagements


"$ADSK: "We're going to have 40% operating margins while growing double digits for the next five years" Investors:"  
[X Link](https://x.com/CCM_Brett/status/1433452179298258945)  2021-09-02T15:30Z 10.8K followers, [--] engagements


"$MTCH $SPOT"  
[X Link](https://x.com/CCM_Brett/status/1436351470467645443)  2021-09-10T15:30Z 10.8K followers, [--] engagements


"We've now done [--] shows under our new format covering one stock for an entire episode (with many more to come) Here's a thread of the episodes currently released https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=hqrUEab2T5eSDnKSFPLThg&utm_source=copy-link https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8rsi=hqrUEab2T5eSDnKSFPLThg&utm_source=copy-link"  
[X Link](https://x.com/CCM_Brett/status/1449770134017478664)  2021-10-17T16:11Z 11.7K followers, [---] engagements


"1. Fiverr $FVRR with @FromValue https://open.spotify.com/episode/07WzZhot3mSgGNo4X9K3Mtsi=W2jvcdtpRE6v5DSQVXVYkQ&utm_source=copy-link https://open.spotify.com/episode/07WzZhot3mSgGNo4X9K3Mtsi=W2jvcdtpRE6v5DSQVXVYkQ&utm_source=copy-link"  
[X Link](https://x.com/CCM_Brett/status/1449770135200288770)  2021-10-17T16:11Z 11.7K followers, [--] engagements


"5. Airbnb $ABNB with @TSOH_Investing https://open.spotify.com/episode/4WEQYmj6x9SmEiObfyc8e2si=x3ND7dWsQlSz4uJc8ZCwWw&utm_source=copy-link https://open.spotify.com/episode/4WEQYmj6x9SmEiObfyc8e2si=x3ND7dWsQlSz4uJc8ZCwWw&utm_source=copy-link"  
[X Link](https://x.com/CCM_Brett/status/1449770141177171970)  2021-10-17T16:11Z 11.4K followers, [--] engagements


"@HML_Compounder Haven't heard of them before so 🤷♂"  
[X Link](https://x.com/CCM_Brett/status/1466127637844094976)  2021-12-01T19:30Z 12.7K followers, [--] engagements


"17. Upstart $UPST with @FromValue https://open.spotify.com/episode/227utTOzTNQxaV4dU82UnFsi=D5PlYCogS4enoDOet7C97Q&utm_source=copy-link https://open.spotify.com/episode/227utTOzTNQxaV4dU82UnFsi=D5PlYCogS4enoDOet7C97Q&utm_source=copy-link"  
[X Link](https://x.com/CCM_Brett/status/1468389105583067137)  2021-12-08T01:16Z 10.8K followers, [--] engagements


"18. U-Haul (Amerco) $UHAL with @SleepwellCap https://open.spotify.com/episode/0YICpEC1DVHo3hTy2v3Auasi=HvGhX-ORTmmyYbzNBZw9KQ https://open.spotify.com/episode/0YICpEC1DVHo3hTy2v3Auasi=HvGhX-ORTmmyYbzNBZw9KQ"  
[X Link](https://x.com/CCM_Brett/status/1470105975784804353)  2021-12-12T18:59Z 10.8K followers, [--] engagements


"$PTON is barely down from October if you price it in $BTC"  
[X Link](https://x.com/CCM_Brett/status/1484265613363056640)  2022-01-20T20:44Z 12.7K followers, [--] engagements


"Simmering take I'm not sure i believe in yet: $WISE has an outside chance to dethrone the Cash App"  
[X Link](https://x.com/CCM_Brett/status/1485653022629720067)  2022-01-24T16:37Z 10.7K followers, [--] engagements


"Looks like Buffett watched Drive to Survive $FWONK"  
[X Link](https://x.com/CCM_Brett/status/1493389780389871617)  2022-02-15T01:00Z 10.8K followers, [--] engagements


""The decision was not related to Activisions agreement to sell itself to Microsoft Corp. for $69 billion the people said""  
[X Link](https://x.com/CCM_Brett/status/1496270657511993354)  2022-02-22T23:48Z 10.8K followers, [--] engagements


"In Q4 $BOMN co-CEO Adam Peterson's fund bought [---] mill shares of $NNI. worth $152 million today He also just got nominated to the $NNI board"  
[X Link](https://x.com/CCM_Brett/status/1498427832862662656)  2022-02-28T22:40Z 12.6K followers, [--] engagements


""In Q2 and beyond we plan to mitigate cost pressures.""  
[X Link](https://x.com/CCM_Brett/status/1501382339351429123)  2022-03-09T02:20Z 10.8K followers, [--] engagements


""rarely makes shareholder-friendly gestures" I can think of one $AMZN stock split is grabbing the headlines but the real news should be the $10 billion buyback. A super shareholder friendly gesture from a company that rarely makes shareholder friendly gestures. $AMZN stock split is grabbing the headlines but the real news should be the $10 billion buyback. A super shareholder friendly gesture from a company that rarely makes shareholder friendly gestures"  
[X Link](https://x.com/CCM_Brett/status/1501687074377850882)  2022-03-09T22:31Z 10.8K followers, [--] engagements


"Awesome podcast on Semler Scientific $SMLR with @AduSubramanian and @7LukeHallard https://open.spotify.com/episode/1IziFTr5Yt1GLqKYuyJYTHsi=F9xiI0zLTt-YOuiCS8J-Tw https://open.spotify.com/episode/1IziFTr5Yt1GLqKYuyJYTHsi=F9xiI0zLTt-YOuiCS8J-Tw"  
[X Link](https://x.com/CCM_Brett/status/1502308242105507842)  2022-03-11T15:39Z 10.8K followers, [--] engagements


"$WKHS may have the worst income statement I've ever seen"  
[X Link](https://x.com/CCM_Brett/status/1511076192723488776)  2022-04-04T20:20Z 10.8K followers, [--] engagements


"Hopefully we get down to [---] mil within the next five years $ADSK"  
[X Link](https://x.com/CCM_Brett/status/1532523251888377856)  2022-06-03T00:43Z 10.8K followers, [--] engagements


"Sunday Finds + [--] Thoughts From Last Week - $APPS + $MKL - Companies that float down the river - $AMZN Grubhub deal - Consequences of the $TWTR debacle https://chitchatmoney.substack.com/p/sunday-finds-3-thoughts-from-last-570sd=pf https://chitchatmoney.substack.com/p/sunday-finds-3-thoughts-from-last-570sd=pf"  
[X Link](https://x.com/CCM_Brett/status/1546227426362920960)  2022-07-10T20:18Z 10.7K followers, [--] engagements


"If you like $CHWY you'll want to give this a listen. Deep Dive: @paulcerro discusses Petco $WOOF - Why the omnichannel strategy has worked - Expanding into more value-adds for pet owners - Why is this a better model than $CHWY Spotify➡https://t.co/vd8TdSkunM Apple➡https://t.co/aTlc6JmXt0 Deep Dive: @paulcerro discusses Petco $WOOF - Why the omnichannel strategy has worked - Expanding into more value-adds for pet owners - Why is this a better model than $CHWY Spotify➡https://t.co/vd8TdSkunM Apple➡https://t.co/aTlc6JmXt0"  
[X Link](https://x.com/CCM_Brett/status/1552700298975592448)  2022-07-28T16:59Z 10.8K followers, [--] engagements


"And here I was thinking $CMG was one of the good ones"  
[X Link](https://x.com/CCM_Brett/status/1552715707590135808)  2022-07-28T18:00Z 10.8K followers, [--] engagements


"Wider moat: $ADBE $ADSK Adobe Autodesk see results Adobe Autodesk see results"  
[X Link](https://x.com/CCM_Brett/status/1563306090171080707)  2022-08-26T23:23Z 10.8K followers, [--] engagements


"Why don't I own $TXN"  
[X Link](https://x.com/CCM_Brett/status/1570508900012793856)  2022-09-15T20:24Z 12.4K followers, [--] engagements


"$ROVIO pretty pretty pretty good"  
[X Link](https://x.com/CCM_Brett/status/1572681043408490499)  2022-09-21T20:15Z 12.7K followers, [--] engagements


"If the $ATVI deal goes through I think it is fairly likely both $EA and $TTWO would go through bidding wars"  
[X Link](https://x.com/CCM_Brett/status/1574480400311005184)  2022-09-26T19:25Z 10.8K followers, [--] engagements


"Angry Birds publisher $ROVIO this week Later this week: Our last episode for our gaming-themed month on $EA Not So Deep Dive: Rovio Entertainment $ROVIO - Creator of Angry Birds - EV/OCF [--] - Where are the new hit titles - Can new leadership reverse user declines Spotify➡https://t.co/0yjWV4VAwo Apple➡https://t.co/cxirL2CKBX Not So Deep Dive: Rovio Entertainment $ROVIO - Creator of Angry Birds - EV/OCF [--] - Where are the new hit titles - Can new leadership reverse user declines Spotify➡https://t.co/0yjWV4VAwo Apple➡https://t.co/cxirL2CKBX"  
[X Link](https://x.com/CCM_Brett/status/1574799228517625857)  2022-09-27T16:32Z 12.7K followers, [--] engagements


"I have a hunch on what year was atypical $NVR"  
[X Link](https://x.com/CCM_Brett/status/1575675755920359425)  2022-09-30T02:35Z 10.8K followers, [--] engagements


"Sunday Finds + [--] Thoughts From Last Week: - $ROVIO $EA $ALLY - The (impossible) cash position question - A product vs. a company feat. $DOCU - ineptitude of the podcast industry https://chitchatmoney.substack.com/p/sunday-finds-3-thoughts-from-last-d95 https://chitchatmoney.substack.com/p/sunday-finds-3-thoughts-from-last-d95"  
[X Link](https://x.com/CCM_Brett/status/1576601162153099265)  2022-10-02T15:53Z 12.7K followers, [--] engagements


"$SPGI below $300 EV/EBITDA [----] (Koyfin) Don't know much about this company but seems to have an attractive moat. Any good write-ups on it"  
[X Link](https://x.com/CCM_Brett/status/1579535176161718273)  2022-10-10T18:11Z 10.8K followers, [--] engagements


"I want another one of those start-up limited series except it is $GOOG and the whole time it is just Sergey and Larry laughing hysterically with this exact vibe"  
[X Link](https://x.com/CCM_Brett/status/1582492030743482368)  2022-10-18T22:01Z 10.8K followers, [--] engagements


"61. Roku w/ @TSOH_Investing $ROKU https://open.spotify.com/episode/3fFbqGe6qsXopj5KsfcyTjsi=P6iv56U9TAybIuXlPTXOzQ https://open.spotify.com/episode/3fFbqGe6qsXopj5KsfcyTjsi=P6iv56U9TAybIuXlPTXOzQ"  
[X Link](https://x.com/CCM_Brett/status/1583614682350641152)  2022-10-22T00:22Z 12.6K followers, [--] engagements


"Zuck and Pichai on the phone after Tik Tok gets banned $META $GOOG"  
[X Link](https://x.com/CCM_Brett/status/1584598496635912195)  2022-10-24T17:31Z 10.8K followers, [--] engagements


"$SUBC is not a household name on fintwit but this is one of the best episodes we've ever done Bob Robotti has tons of experience and wisdom that he shared with us this week. Grateful to spend some time talking with him Interview: Subsea [--] and a Lifetime of Value Investing w/ Bob Robotti $SUBC - Why is there an opportunity in offshore drilling - Why nobody can compete with $SUBC - Starting Robotti and Co. Spotify➡https://t.co/2i83BwL0HM Apple➡https://t.co/KFCpAsXShN Interview: Subsea [--] and a Lifetime of Value Investing w/ Bob Robotti $SUBC - Why is there an opportunity in offshore drilling -"  
[X Link](https://x.com/CCM_Brett/status/1585666635964493826)  2022-10-27T16:16Z 12.8K followers, [--] engagements


"Sunday Finds + [--] Thoughts From Last Week: - Shows on $LGI $SUBC $ARA.MX - Why can't big tech stop hiring people - Will nicotine pouches truly threaten cigs - Electric vehicle capital cycle https://chitchatmoney.substack.com/p/sunday-finds-3-thoughts-from-last-16b https://chitchatmoney.substack.com/p/sunday-finds-3-thoughts-from-last-16b"  
[X Link](https://x.com/CCM_Brett/status/1586746489694740480)  2022-10-30T15:46Z 12.8K followers, [--] engagements


"I think Dassault Systemes is one of the highest-quality businesses in the world $DASTY The software is so sticky. How could you pull these services out of Boeing Or Nasa or other manufacturers Would be insanely difficult Not So Deep Dive: Dassault Systemes $DASTY - Dominant engineering design software w/ Catia/Solidworks - Life sciences division. How big can Medidata get - Consistent topline growth - EV/OCF of [--]. Expensive Spotify➡https://t.co/9W9KNe5UcV Apple➡https://t.co/7MwZbaWp6K Not So Deep Dive: Dassault Systemes $DASTY - Dominant engineering design software w/ Catia/Solidworks - Life"  
[X Link](https://x.com/CCM_Brett/status/1587506322417016832)  2022-11-01T18:06Z 10.8K followers, [--] engagements


"You know I'm starting to think the $IAC investment in $MGM was pretty damn smart $CZR CEO: October was the strongest month in the history of Las Vegas for Caesars. $CZR CEO: October was the strongest month in the history of Las Vegas for Caesars"  
[X Link](https://x.com/CCM_Brett/status/1587558332143128576)  2022-11-01T21:32Z 10.8K followers, [--] engagements


"The $RLVV IR intern who makes the investor presentations remains way too horny"  
[X Link](https://x.com/CCM_Brett/status/1589663315093254145)  2022-11-07T16:57Z 12.7K followers, [--] engagements


"62. Subsea [--] with @BobRobotti $SUBC https://open.spotify.com/episode/3xperJJ7edmF8ufYC6ygXTsi=07aaZyuBQPK4NjrRMJljRw https://open.spotify.com/episode/3xperJJ7edmF8ufYC6ygXTsi=07aaZyuBQPK4NjrRMJljRw"  
[X Link](https://x.com/CCM_Brett/status/1590113408988635137)  2022-11-08T22:45Z 12.6K followers, [--] engagements


"Interested in: - Electric and autonomous vehicles - 5G infrastructure - The Space economy - AR/VR and semiconductors Ansys helps power innovation in all these industries. Check out our show on them released yesterday $ANSS Not So Deep Dive: Ansys $ANSS - Leader in engineering simulation software - Rev/s CAGR of 13.7% since [----] - Margins deteriorating. Why - Can we trust the acquisition strategy Spotify➡https://t.co/3fwy86sq2A Apple➡https://t.co/g3g626wMVP Not So Deep Dive: Ansys $ANSS - Leader in engineering simulation software - Rev/s CAGR of 13.7% since [----] - Margins deteriorating. Why -"  
[X Link](https://x.com/CCM_Brett/status/1590408516636139520)  2022-11-09T18:18Z 10.8K followers, [--] engagements


"The Switch once again a top Black Friday purchase $NTODY H/T @Invesquotes"  
[X Link](https://x.com/CCM_Brett/status/1598749627914014720)  2022-12-02T18:43Z 12.7K followers, [--] engagements


"$MELI had a great working capital advantage and they ruined it Why"  
[X Link](https://x.com/CCM_Brett/status/1599108677373693952)  2022-12-03T18:29Z 10.7K followers, [--] engagements


"$MELI TTM TPV CAGR of 55.6% since 2017"  
[X Link](https://x.com/CCM_Brett/status/1599152638226202624)  2022-12-03T21:24Z 10.8K followers, [--] engagements


""In fact with just four weeks on sale Modern Warfare [--] almost outsold Call of Duty: Vanguard's lifetime sales to date" $ATVI https://www.gamesindustry.biz/call-of-duty-modern-warfare-2-nintendo-switch-and-god-of-war-ragnarok-dominate-november-uk-monthly-charts https://www.gamesindustry.biz/call-of-duty-modern-warfare-2-nintendo-switch-and-god-of-war-ragnarok-dominate-november-uk-monthly-charts"  
[X Link](https://x.com/CCM_Brett/status/1600169052814839808)  2022-12-06T16:43Z 10.7K followers, [--] engagements


"$ROKU and $DIS apparently did not come to terms on the ad-supported tier This is the type of conflict @TSOH_Investing worried about with Roku when we interviewed him on the company earlier this year https://open.spotify.com/episode/3fFbqGe6qsXopj5KsfcyTjsi=aLjUvCE6SV-80A5Jq6zB3A https://open.spotify.com/episode/3fFbqGe6qsXopj5KsfcyTjsi=aLjUvCE6SV-80A5Jq6zB3A"  
[X Link](https://x.com/CCM_Brett/status/1600921420439392256)  2022-12-08T18:33Z 10.8K followers, [--] engagements


"$EA Star Wars Jedi: Survivor Gameplay Reveal. Launching March 17th [----] Looks absolutely incredible https://t.co/JmTsr21lcp https://t.co/ZGXO1BAOaA Star Wars Jedi: Survivor Gameplay Reveal. Launching March 17th [----] Looks absolutely incredible https://t.co/JmTsr21lcp https://t.co/ZGXO1BAOaA"  
[X Link](https://x.com/CCM_Brett/status/1601051050840313858)  2022-12-09T03:08Z 10.8K followers, [--] engagements


"Just got to check out @stratosphere_io after its new update for the first time Some great new features that I will definitely be using to help do research for the show For example here's some cool stuff for $ADSK"  
[X Link](https://x.com/CCM_Brett/status/1603042142028382208)  2022-12-14T15:00Z 10.8K followers, [--] engagements


"67. Digital Turbine $APPS w/ @FundasyInvestor https://open.spotify.com/episode/27XWYmpTLAvL5yCrpu9hkEsi=7vGnAKkIQoyrTDZIRBsrEw https://open.spotify.com/episode/27XWYmpTLAvL5yCrpu9hkEsi=7vGnAKkIQoyrTDZIRBsrEw"  
[X Link](https://x.com/CCM_Brett/status/1603099344395456512)  2022-12-14T18:47Z 11.5K followers, [--] engagements


"68. Pacifico Airports $PAC w/ @irbezek https://open.spotify.com/episode/0nhqDaXXdEVCxZVLpWaPkCsi=TBbC4v9WRw-o7D2YX2A9pg https://open.spotify.com/episode/0nhqDaXXdEVCxZVLpWaPkCsi=TBbC4v9WRw-o7D2YX2A9pg"  
[X Link](https://x.com/CCM_Brett/status/1603099346278703105)  2022-12-14T18:47Z 11.6K followers, [--] engagements


"Looks like $DBX president forfeiting $7 million in compensation for not hitting [----] targets (if I'm reading this correctly)"  
[X Link](https://x.com/CCM_Brett/status/1610751198147268608)  2023-01-04T21:33Z 10.8K followers, [----] engagements


"$RIOT price very indicative of the two bubbles of the last decade or so No changing its name to Riot Platforms. Why is this company allowed to be publicly traded Clearly a scam"  
[X Link](https://x.com/CCM_Brett/status/1611093730844606466)  2023-01-05T20:14Z 10.8K followers, [----] engagements


"$MSFT cloud revenue CAGR of 46% since FY 2016"  
[X Link](https://x.com/CCM_Brett/status/1612665639373778945)  2023-01-10T04:20Z 10.8K followers, 15.7K engagements


"What product has the largest room to raise prices from current levels In other words what product/service could raise its prices by the largest amount without changing customer demand"  
[X Link](https://x.com/CCM_Brett/status/1615068487378161666)  2023-01-16T19:28Z 10.8K followers, 80.5K engagements


"Ubisoft currently trades at an EV of just over $3 billion That is probably less than the value of having permanent rights to making Assasin's Creed movies/TV for someone like $NFLX or $AMZN If the $ATVI deal goes through it is going to be open season for these publishers"  
[X Link](https://x.com/CCM_Brett/status/1615212416761225218)  2023-01-17T05:00Z 12.6K followers, [----] engagements


"Why are people getting coffee delivered Is there a market for this Why would margins not be atrocious $SBUX $DASH"  
[X Link](https://x.com/CCM_Brett/status/1615474435007578112)  2023-01-17T22:21Z 10.8K followers, 11.3K engagements


"Operating Income at $MO has gone from $5 billion in [----] to $12 billion today even with steady declines in cigarette volumes Data from @stratosphere_io"  
[X Link](https://x.com/CCM_Brett/status/1615936088652283904)  2023-01-19T04:56Z 10.7K followers, 27.4K engagements


"$ROVIO getting acquired maybe https://www.bloomberg.com/news/articles/2023-01-19/angry-birds-game-maker-rovio-gets-810-million-bid-from-playtikacmpid=BBD012023_TECH&utm_medium=email&utm_source=newsletter&utm_term=230120&utm_campaign=tech https://www.bloomberg.com/news/articles/2023-01-19/angry-birds-game-maker-rovio-gets-810-million-bid-from-playtikacmpid=BBD012023_TECH&utm_medium=email&utm_source=newsletter&utm_term=230120&utm_campaign=tech"  
[X Link](https://x.com/CCM_Brett/status/1616479752520601600)  2023-01-20T16:56Z 12.7K followers, [----] engagements


"Getting fired from $GOOG looks pretty sweet tbh"  
[X Link](https://x.com/CCM_Brett/status/1616858638215426049)  2023-01-21T18:01Z 10.7K followers, 30.5K engagements


""I can fix him" - Elliott Management $CRM"  
[X Link](https://x.com/CCM_Brett/status/1618316937695756288)  2023-01-25T18:36Z 10.8K followers, [---] engagements


"Elliott and Starboard after dropping continuous bombshells to the FT about Benioff $CRM"  
[X Link](https://x.com/CCM_Brett/status/1619043651279257600)  2023-01-27T18:44Z 10.8K followers, [----] engagements


"25% revenue CAGR for $ISRG since 2001"  
[X Link](https://x.com/CCM_Brett/status/1621701264273969153)  2023-02-04T02:44Z 10.8K followers, [----] engagements


"Silvergate's book value per share went from $46.55 in Dec [----] to $35.94 in Sep [----] to $12.93 in Dec [----] You know I'm starting to see a trend here $SI"  
[X Link](https://x.com/CCM_Brett/status/1622425243276169216)  2023-02-06T02:41Z 10.8K followers, [----] engagements


"When you start getting really desperate for a new Chinese gaming license $ATVI"  
[X Link](https://x.com/CCM_Brett/status/1623026536780828672)  2023-02-07T18:30Z 10.7K followers, [----] engagements


"$IAC current market cap is $4.66 billion while its stake in $MGM is currently trading at $2.82 billion"  
[X Link](https://x.com/CCM_Brett/status/1627734404427661313)  2023-02-20T18:18Z 12.6K followers, 48.1K engagements


"Why have Walmart's operating margins steadily declined over the last few decades $WMT Chart from @stratosphere_io"  
[X Link](https://x.com/CCM_Brett/status/1628730483457593345)  2023-02-23T12:16Z 10.8K followers, [----] engagements


"Network volumes per share have grown at a 10% CAGR since [----] at $AXP"  
[X Link](https://x.com/CCM_Brett/status/1629101079571955713)  2023-02-24T12:48Z 10.8K followers, [----] engagements


"Why did Amex lose the Costco partnership $AXP"  
[X Link](https://x.com/CCM_Brett/status/1629129984643153931)  2023-02-24T14:43Z 10.7K followers, [----] engagements


"Since FY [----] Autodesk's Q4 Remaining Performance Obligations have grown at a CAGR of 20.6% $ADSK Nice uptick from Fusion [---] this quarter too"  
[X Link](https://x.com/CCM_Brett/status/1630563667446988801)  2023-02-28T13:40Z 10.8K followers, [----] engagements


"FIFA Mobile now estimated to be doing $11 million in monthly revenue $EA"  
[X Link](https://x.com/CCM_Brett/status/1631306858890657794)  2023-03-02T14:53Z 10.7K followers, [----] engagements


"Are the Saudis trying to build Coruscant in the middle of the desert"  
[X Link](https://x.com/CCM_Brett/status/1632041810120908800)  2023-03-04T15:34Z 10.8K followers, [----] engagements


"Today people are (on average) spending $1000 more per month to finance home purchases That is $12k a year The median U.S. salary is approximately $70k That means new homebuyers are spending an additional 17% of their salaries to afford a home purchase than in 2020"  
[X Link](https://x.com/CCM_Brett/status/1632053447766822912)  2023-03-04T16:20Z 10.8K followers, [----] engagements


"What single stock will be used to talk about the COVID stock market bubble [---] years from now"  
[X Link](https://x.com/CCM_Brett/status/1632084705175646208)  2023-03-04T18:24Z 10.8K followers, 40.9K engagements


"The original $MSFT buyout proposal was $80 a share $ATVI"  
[X Link](https://x.com/CCM_Brett/status/1632568093149888512)  2023-03-06T02:25Z 10.8K followers, [----] engagements


"$ATVI the CMA has published responses from [--] different games companies to the Microsoft Blizzard deal in the UK. All [--] believe the deal should go ahead. One company even says it's likely to create a "sorely needed" level playing ground between Xbox and PlayStation https://t.co/5hAVrsE87v the CMA has published responses from [--] different games companies to the Microsoft Blizzard deal in the UK. All [--] believe the deal should go ahead. One company even says it's likely to create a "sorely needed" level playing ground between Xbox and PlayStation https://t.co/5hAVrsE87v"  
[X Link](https://x.com/CCM_Brett/status/1636353803074060288)  2023-03-16T13:08Z 10.8K followers, [---] engagements


"Autodesk Build MAUs currently growing 340% YoY $ADSK"  
[X Link](https://x.com/CCM_Brett/status/1638874622992203776)  2023-03-23T12:05Z 10.8K followers, [----] engagements


"Since [----] Hershey's stock price has compounded at 14% per year $HSY Chart courtesy of @stratosphere_io"  
[X Link](https://x.com/CCM_Brett/status/1640717954240380929)  2023-03-28T14:10Z 10.8K followers, [----] engagements


"Focus on capital returned to shareholders w/ deep value and never sell quality My conversation with @davidein We discuss: - span of his whole career at Greenlight - jelly donut theory or monetary policy - alpha and where it comes from - how markets have changed - Apple Airlines Insurance - tons more Enjoy https://t.co/m9dWaToNYN https://t.co/oTSkusogBJ My conversation with @davidein We discuss: - span of his whole career at Greenlight - jelly donut theory or monetary policy - alpha and where it comes from - how markets have changed - Apple Airlines Insurance - tons more Enjoy"  
[X Link](https://x.com/CCM_Brett/status/1640727075181981699)  2023-03-28T14:46Z 10.7K followers, [----] engagements


"Energy drink market share as of [----] Why does this change materially over the next decade $MNST"  
[X Link](https://x.com/CCM_Brett/status/1643771937456365575)  2023-04-06T00:25Z 10.7K followers, 20.4K engagements


"Why does Buffett not understand the geopolitical risk of $AAPL but does so with $TSM What am I missing when looking at the situation that he sees BUFFETT SAYS APPLE INC BERKSHIRE'S LARGEST STOCK INVESTMENT IS A WONDERFUL COMPANY RUN BY A GREAT CEO BUFFETT SAYS APPLE INC BERKSHIRE'S LARGEST STOCK INVESTMENT IS A WONDERFUL COMPANY RUN BY A GREAT CEO"  
[X Link](https://x.com/CCM_Brett/status/1646135824294060036)  2023-04-12T12:58Z 10.8K followers, 73.2K engagements


"This is the bond in reference. 2.4% 10-year note right when inflation started accelerating. But don't worry its cool because it is "green" $ADSK So you're telling me those green bonds were just a scam to get low cost debt $ADSK https://t.co/ZE7Z4PrtQR So you're telling me those green bonds were just a scam to get low cost debt $ADSK https://t.co/ZE7Z4PrtQR"  
[X Link](https://x.com/CCM_Brett/status/1646253978756296705)  2023-04-12T20:48Z 10.7K followers, [----] engagements


"RRP Revenue at $PM has CAGR'ed at close to 25% since [----] chart from @stratosphere_io"  
[X Link](https://x.com/CCM_Brett/status/1646651264762036227)  2023-04-13T23:07Z 10.8K followers, [----] engagements


"$CPRT hit us up with questions This week we are bringing back on @Invesquotes to discuss all things Copart $CPRT What questions/topics should we discuss about the stock This week we are bringing back on @Invesquotes to discuss all things Copart $CPRT What questions/topics should we discuss about the stock"  
[X Link](https://x.com/CCM_Brett/status/1648420672010584064)  2023-04-18T20:18Z 10.8K followers, [----] engagements


"Serious q for Markel shareholders: Why own them over Nelnet Nelnet's track record has been much better in growing book value per share $NNI $MKL"  
[X Link](https://x.com/CCM_Brett/status/1648683956819185664)  2023-04-19T13:44Z 10.7K followers, [----] engagements


"Star Wars game starting out strong but nowhere near as big as this new Zelda game tbf Nintendo has a higher % of physical game sales Look at that Zelda-themed Switch too $NTDOY $EA"  
[X Link](https://x.com/CCM_Brett/status/1651611748904976387)  2023-04-27T15:38Z 10.8K followers, [----] engagements


"Can $MO work if Marlboro volumes decline by 10% per annum"  
[X Link](https://x.com/CCM_Brett/status/1651645243693973506)  2023-04-27T17:51Z 10.8K followers, 18.3K engagements


"@IchLerne2 August"  
[X Link](https://x.com/CCM_Brett/status/1656699856927461376)  2023-05-11T16:36Z 12.6K followers, [--] engagements


"$TSLA used car prices are down 29% YoY vs. the national average of 4.6% The company most in tune with auto pricing (Ally Financial) thinks used car prices will fall 15% through the end of the year More $TSLA price cuts are coming"  
[X Link](https://x.com/CCM_Brett/status/1657064602012876802)  2023-05-12T16:46Z 10.8K followers, [----] engagements


"$GOOG shares outstanding are declining at a 1.75% annual rate since [----] and accelerating"  
[X Link](https://x.com/CCM_Brett/status/1658301486269599744)  2023-05-16T02:40Z [----] followers, [--] engagements


"Incredible how $GOOG has been able to keep its revenue per employee so high"  
[X Link](https://x.com/CCM_Brett/status/1658301936180011008)  2023-05-16T02:42Z [----] followers, [--] engagements


"Very strong perfromance for one of the key titles from $EA this year Still puzzling why their cash flow guide was so underwhelming when they already had this information at the time of the ER What are they investing in"  
[X Link](https://x.com/CCM_Brett/status/1658898950492143616)  2023-05-17T18:15Z [----] followers, [--] engagements


"$TTWO all but confirms GTA VI is coming in the Fall of calendar year [----] (fiscal year 2025)"  
[X Link](https://x.com/CCM_Brett/status/1658935929120366594)  2023-05-17T20:42Z 10.6K followers, [----] engagements


"What is the likelihood that WhatsApp dethrones iMessage in North America [--] years from now $AAPL $META"  
[X Link](https://x.com/CCM_Brett/status/1658937031869997061)  2023-05-17T20:46Z [----] followers, [--] engagements


"Zelda still dominating the charts. It might singlehandedly hit Nintendo's full-year earnings guidance $NTDOY"  
[X Link](https://x.com/CCM_Brett/status/1659242092692897813)  2023-05-18T16:58Z 10.4K followers, [----] engagements


"$BA contracted backlog since 2012"  
[X Link](https://x.com/CCM_Brett/status/1659307234764152832)  2023-05-18T21:17Z 10.5K followers, [---] engagements


"IMO it is basically a cinch that the tens of billions in linear TV ad dollars flow to YT watching on connected TVs over time Why would that be wrong $GOOG"  
[X Link](https://x.com/CCM_Brett/status/1659599777586356230)  2023-05-19T16:39Z [----] followers, [--] engagements


"Is it incorrect to think that Boeing dropped the ball on space flight R&D [--] - [--] years ago and should have been what SpaceX has become $BA"  
[X Link](https://x.com/CCM_Brett/status/1659623049984081920)  2023-05-19T18:12Z [----] followers, [--] engagements


"Pepsi's deal with Celsius was so damn smart $CELH $PEP"  
[X Link](https://x.com/CCM_Brett/status/1659674606880575488)  2023-05-19T21:37Z 10.3K followers, [----] engagements


"@JerryCap A lot of people should buy $WISE"  
[X Link](https://x.com/CCM_Brett/status/1659979434345242624)  2023-05-20T17:48Z [----] followers, [---] engagements


"What is more likely - $NVDA higher market cap than $AAPL within a year - $NVDA down 90% a year from now"  
[X Link](https://x.com/CCM_Brett/status/1660009518598885376)  2023-05-20T19:48Z [----] followers, [--] engagements


"Is now the right time for $DIS to "rip the bandaid off" at ESPN I make the argument the answer is "yes" on this week's Power Hour"  
[X Link](https://x.com/CCM_Brett/status/1660674084370518016)  2023-05-22T15:48Z [----] followers, [--] engagements


"Sunday Finds newsletter for this week: - links to our pods from last week - $DIS streaming transition new moves with sports - Long-term productivity gains - Start of the AI bubble (link below on S---tack)"  
[X Link](https://x.com/CCM_Brett/status/1660674876670349315)  2023-05-22T15:51Z [----] followers, [--] engagements


"@BrassTacksCap @JerryCap Replace $DIS with Nintendo and yeah"  
[X Link](https://x.com/CCM_Brett/status/1660675549076000768)  2023-05-22T15:54Z [----] followers, [--] engagements


"$SPOT they are doing everything you'd want them to do Now needs to show up on the income statement over the next [--] - [--] years"  
[X Link](https://x.com/CCM_Brett/status/1660690614097428480)  2023-05-22T16:54Z [----] followers, [--] engagements


""As Chief Product Officer at Hinge Stphane will lead the product organization as the company continues to grow and the team prioritizes safety AI innovation and continued expansion into new international markets" $MTCH"  
[X Link](https://x.com/CCM_Brett/status/1660706908767162368)  2023-05-22T17:59Z [----] followers, [--] engagements


""In April Hinge was the second most downloaded dating app in the United Kingdom and France and a top three most downloaded dating app in Germany and the Nordic countries" $MTCH"  
[X Link](https://x.com/CCM_Brett/status/1660707156344328194)  2023-05-22T18:00Z [----] followers, [--] engagements


"$GOOG officially up 40% YTD"  
[X Link](https://x.com/CCM_Brett/status/1660744321421971457)  2023-05-22T20:27Z [----] followers, [--] engagements


"Wow $DASH can't make money that's crazy who could have ever guessed that"  
[X Link](https://x.com/CCM_Brett/status/1660763234021019648)  2023-05-22T21:43Z [----] followers, [--] engagements


"I don't think $BA can ever recover from the Chicago headquarters move (physically and culturally) The fact an engineer/manufacturing veteran isn't running this company is going to be a grave mistake by the board imo"  
[X Link](https://x.com/CCM_Brett/status/1661070645785169920)  2023-05-23T18:04Z [----] followers, [--] engagements


"The trajectory of the human species will be determined by how large a number $NVDA says in approximately [--] hours"  
[X Link](https://x.com/CCM_Brett/status/1661416755569508354)  2023-05-24T16:59Z [----] followers, [--] engagements


"88. Crocs $CROX w/ @DoYourDiligence"  
[X Link](https://x.com/CCM_Brett/status/1661419517023752192)  2023-05-24T17:10Z [----] followers, [--] engagements


"89. General Motors w/ @TravisHoium $GM"  
[X Link](https://x.com/CCM_Brett/status/1661419518646968320)  2023-05-24T17:10Z [----] followers, [--] engagements


"90. Copart w/ @Invesquotes $CPRT"  
[X Link](https://x.com/CCM_Brett/status/1661419520232407040)  2023-05-24T17:10Z [----] followers, [--] engagements


"91. Hirequest w/ @aaronvalue $HQI https://open.spotify.com/episode/6MqxnsFwNiuklsULTgRIuZsi=iRFRAaLmTw2kUubrRgFcOA https://open.spotify.com/episode/6MqxnsFwNiuklsULTgRIuZsi=iRFRAaLmTw2kUubrRgFcOA"  
[X Link](https://x.com/CCM_Brett/status/1661419521834643456)  2023-05-24T17:10Z 11.2K followers, [----] engagements


"If you are not selling $NVDA tomorrow.why"  
[X Link](https://x.com/CCM_Brett/status/1661492926176960512)  2023-05-24T22:02Z [----] followers, [--] engagements


"$GOOG up 2.5% after hours because $NVDA did an AI The new tech bubble has arrived"  
[X Link](https://x.com/CCM_Brett/status/1661493312354910209)  2023-05-24T22:04Z 10.3K followers, 29.6K engagements


""And so I asked myself: What would the next [--] months look like That's when I decided to buy up as much $NVDA as possible which I will then dump on some nitwit bagholders in early 2024""  
[X Link](https://x.com/CCM_Brett/status/1661501880424632320)  2023-05-24T22:38Z [----] followers, [---] engagements


"Every company $NVDA even mentioned in its press release is significantly outperforming today. I love this market"  
[X Link](https://x.com/CCM_Brett/status/1661763083688370177)  2023-05-25T15:56Z [----] followers, [--] engagements

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