# ![@ChrisZ_CH Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::594886822.png) @ChrisZ_CH Chris

Chris posts on X about $googl, $mtch, $eden, $yumc the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::594886822/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::594886822/c:line/m:interactions.svg)

- [--] Week [---] +444%
- [--] Month [-----] +12%
- [--] Months [------] +39%
- [--] Year [------] +29%

### Mentions: [--] [#](/creator/twitter::594886822/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::594886822/c:line/m:posts_active.svg)

- [--] Month [--] -90%
- [--] Months [---] +8.10%
- [--] Year [---] +15%

### Followers: [-----] [#](/creator/twitter::594886822/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::594886822/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +0.55%
- [--] Months [---] -1.60%
- [--] Year [---] +27%

### CreatorRank: undefined [#](/creator/twitter::594886822/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::594886822/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$googl](/topic/$googl), [$mtch](/topic/$mtch), [$eden](/topic/$eden), [$yumc](/topic/$yumc), [$evo](/topic/$evo), [googl](/topic/googl), [stocks](/topic/stocks), [tencent](/topic/tencent), [$oxy](/topic/$oxy), [$lulu](/topic/$lulu)

**Top accounts mentioned or mentioned by**
[@gnufs](/creator/undefined) [@arkalos77](/creator/undefined) [@podcontrarian](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@stonkmetal](/creator/undefined) [@ccmbrett](/creator/undefined) [@jbierne](/creator/undefined) [@taobanker](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@karanmgurnani](/creator/undefined) [@renesellmann](/creator/undefined) [@findingvalue](/creator/undefined) [@tsohinvesting](/creator/undefined) [@stockopine](/creator/undefined) [@patientinvestt](/creator/undefined) [@investmenttalkk](/creator/undefined) [@ahernbrendan](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@thierryborgeat](/creator/undefined) [@chrisrinvesting](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Match Group Inc (MTCH)](/topic/$mtch) [Eden (EDEN)](/topic/$eden) [Yum China Holdings, Inc. Common Stock (YUMC)](/topic/$yumc) [Evotec SE (EVO)](/topic/$evo) [Oxygen (OXY)](/topic/$oxy) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Alibaba Group (BABA)](/topic/$baba) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Parex (PRX)](/topic/$prx) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Pfizer, Inc. (PFE)](/topic/$pfe) [Metadium (META)](/topic/$meta) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Apple, Inc. (AAPL)](/topic/$aapl) [S&P Global Inc (SPGI)](/topic/$spgi) [Sea Limited (SE)](/topic/sea-limited) [Archway (ARCH)](/topic/$arch) [Merit Circle (MC)](/topic/$mc) [Microsoft Corp. (MSFT)](/topic/$msft) [ADAMANT Messenger (ADM)](/topic/$adm) [Bumble Inc. (BMBL)](/topic/$bmbl) [Starbucks Corporation (SBUX)](/topic/$sbux) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) [PepsiCo, Inc. (PEP)](/topic/$pep) [Duolingo, Inc.  (DUOL)](/topic/$duol) [The Scotts Miracle-Gro Company (SMG)](/topic/$smg) [Mastercard, Inc. (MA)](/topic/$ma) [Etsy Inc (ETSY)](/topic/$etsy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ProsusForAll @KaranMGurnani @afterinvestor @TomInvesting @frankinvesting @bkaellner BTW is it as good to buy the US ADR $PROSY a bit less liquid"  
[X Link](https://x.com/ChrisZ_CH/status/1545501238938271744)  2022-07-08T20:13Z [---] followers, [--] engagements


"@KaranMGurnani @VCompounder26 @MoketeMasia The last bullet point means Nasper promised to not sell prosus for [--] months from last December I guess it doesn't matter as they also pledged to not sell tencent not that long ago"  
[X Link](https://x.com/ChrisZ_CH/status/1555675649087528962)  2022-08-05T22:02Z [---] followers, [--] engagements


"@KaranMGurnani @VCompounder26 @MoketeMasia @KaranMGurnani Karan are you worried that Nasper may suddenly decide to sell $Prosus stocks to fund their Nasper stock buyback or I have misunderstood"  
[X Link](https://x.com/ChrisZ_CH/status/1556314338360705025)  2022-08-07T16:20Z [---] followers, [--] engagements


"back to $PFE at [-----] USD trying to look at the long term"  
[X Link](https://x.com/ChrisZ_CH/status/1673424624900534290)  2023-06-26T20:29Z [--] followers, [--] engagements


"Does anyone know what the [----] ROIC is for $ETSY Morningstar reports -28.49% seems scary and wrong on Refinitiv the number is not updated. I can't find the ratio in its [----] 10-K. and @RamBhupatiraju at what price you feel comfortable to buy again Thanks"  
[X Link](https://x.com/ChrisZ_CH/status/1689249047012405248)  2023-08-09T12:15Z [--] followers, [--] engagements


"some extract from the Evolution AB 1H earnings call $EVO:"  
[X Link](https://x.com/ChrisZ_CH/status/1703432034809471068)  2023-09-17T15:33Z [---] followers, [----] engagements


"@patientinvestt thanks do you own any $EVO shares"  
[X Link](https://x.com/ChrisZ_CH/status/1703489440335728762)  2023-09-17T19:21Z [--] followers, [---] engagements


"Does anyone know why the book value per share(BVPS) or equity value of Match Group turned negative since [----] What does that even mean Thanks $MTCH"  
[X Link](https://x.com/ChrisZ_CH/status/1705614853589598551)  2023-09-23T16:07Z [--] followers, [--] engagements


"portfolio: trimmed 2% $OXY and increased $V to 10% with the proceeds"  
[X Link](https://x.com/ChrisZ_CH/status/1709306084014412095)  2023-10-03T20:35Z [--] followers, [--] engagements


"trimmed 2% portfolio $OXY and opened a 2% position with $MTCH with the proceeds"  
[X Link](https://x.com/ChrisZ_CH/status/1711469567434764740)  2023-10-09T19:51Z [--] followers, [---] engagements


"@Rule1_Investing I think it would be great if Phil or Austin could give more details about their $NFLX valuation and buy/sell decision process.I also started buying NFLX before the 2022Q2 earnings call and then bought more after the call until 1/3 of my net worth was in NFLX"  
[X Link](https://x.com/ChrisZ_CH/status/1720706591215767770)  2023-11-04T07:36Z [--] followers, [--] engagements


"@Rule1_Investing unfortunately I struggled with the valuation and later think it's too risky to have that concentration and reduced 1/3 of the position at [---] USD despite the other 2/3 having made money still overall my biggest loss last year"  
[X Link](https://x.com/ChrisZ_CH/status/1720706632470904838)  2023-11-04T07:36Z [--] followers, [--] engagements


"1/3 I think I can decuct that the churn rate on Tinder is 60% with this statement fromt the Q3 earning call: "I mean the way we implemented the U.S. price optimizations in Tinder in the U.S. was that not everybody saw the price changes immediately. " $MTCH"  
[X Link](https://x.com/ChrisZ_CH/status/1721184811237192112)  2023-11-05T15:16Z [--] followers, [---] engagements


"@EconomyApp I have been following your data visulization since a year good job it seems that you haven't uploaded on Twitter the $MTCH one this quarter😅"  
[X Link](https://x.com/ChrisZ_CH/status/1721241651807437092)  2023-11-05T19:02Z [--] followers, [---] engagements


"@EconomyApp thanks I saw it but I can't see it properly as I am not a subscriber yet 😅 I intially thought you haven't done the $MTCH Q3 earning but saw the little Tinder logo that's where my question came from"  
[X Link](https://x.com/ChrisZ_CH/status/1721253942401663272)  2023-11-05T19:51Z [--] followers, [--] engagements


"@John_Hempton @CCM_Brett no switching cost is even mentioned in the 10-K of $MTCH. but I have 11% of net worth in $MTCH now partly because it kept making new lows for NTM P/E and I kept buying"  
[X Link](https://x.com/ChrisZ_CH/status/1721638374342119678)  2023-11-06T21:19Z [--] followers, [--] engagements


"@TSOH_Investing I searched the Q3 sequential trends (the decrease/increase of payers) for $MTCH but I failed to find this number"  
[X Link](https://x.com/ChrisZ_CH/status/1723757934599938495)  2023-11-12T17:41Z [--] followers, [---] engagements


"15% stock portfolio in Match Group $MTCH welcome to exchange thoughts in private or here"  
[X Link](https://x.com/ChrisZ_CH/status/1724899224327012431)  2023-11-15T21:16Z [--] followers, [--] engagements


"23 days ago I received Tinder message saying that I could apply for Tinder Selectthe [---] USD per month package so today I applied even I don't plan to pay just to see how popular it is and my application was approved. this is definitely not bullish $MTCH"  
[X Link](https://x.com/ChrisZ_CH/status/1729981716930912649)  2023-11-29T21:52Z [--] followers, [---] engagements


"I was hoping the system telling me there is currently no quota for Tinder Select and I am on a waiting list IN THAT CASE it means demand for Tinder select is strong and the company could add more cashflow from this and would be bullish $MTCH"  
[X Link](https://x.com/ChrisZ_CH/status/1729982132309651750)  2023-11-29T21:54Z [--] followers, [---] engagements


"@JBierne thanks for sharing do you believe Gary and they have been buying back aggressively I don't know Gary and his track record and we need management with integrity"  
[X Link](https://x.com/ChrisZ_CH/status/1732815415166804461)  2023-12-07T17:32Z [--] followers, [--] engagements


"@JBierne thanks.I also have a 0.6% position at this price another thing I don't understand is shouldn't he keep quiet if he really likes the current price and is buying back aggressivelyshouldn't he only make this statement once $MTCH finished repurchasing what it intends to repurchase"  
[X Link](https://x.com/ChrisZ_CH/status/1732844753278967893)  2023-12-07T19:29Z [---] followers, [--] engagements


"@TheTranscript_ do you believe Gary and they are buying back aggressivelydon't know his track record and we need management with integrity. Shouldn't he keep quiet and only make this statement once $MTCH finished repurchasing if he really likes the current price and is buying back aggressively"  
[X Link](https://x.com/ChrisZ_CH/status/1733130006098821384)  2023-12-08T14:22Z [--] followers, [---] engagements


"@gnufs my guess is they have no confidence/idea of the stock price performance in the coming months hence Euro-cost-average it 😅"  
[X Link](https://x.com/anyuser/status/1734258589953339721)  2023-12-11T17:07Z [--] followers, [---] engagements


"@gnufs currently have 21% portfolio(net worth) in $EVO would you trim to 10% if you were me Thanks"  
[X Link](https://x.com/ChrisZ_CH/status/1734284144467677619)  2023-12-11T18:48Z [---] followers, [---] engagements


"@gnufs haha I am learning from you about $EVO hence only asking about this stock you are my $EVO guru for the moment 😂"  
[X Link](https://x.com/anyuser/status/1734287225515381120)  2023-12-11T19:01Z [--] followers, [---] engagements


"@JBierne but $MTCH already settled with $GOOGL so will they be impacted by the latest evolution"  
[X Link](https://x.com/ChrisZ_CH/status/1734589995589959710)  2023-12-12T15:04Z [--] followers, [--] engagements


"bought 2.6% portfolio in $pfe at [-----] USD"  
[X Link](https://x.com/ChrisZ_CH/status/1735417256765428057)  2023-12-14T21:51Z [--] followers, [--] engagements


"@InvestmentTalkk I received start of Nov invitation to apply for Tinder SelectI applied on end Nov just to see how popular it wasand my application was approved soon. this is definitely not bullish $MTCH as it doesnt suggest strong demand for the package as they said to limit it to 1% of users"  
[X Link](https://x.com/ChrisZ_CH/status/1737112247535825378)  2023-12-19T14:06Z [--] followers, [---] engagements


"@IrrationalMrkts just a quick chart for $EVO"  
[X Link](https://x.com/ChrisZ_CH/status/1737429609543614688)  2023-12-20T11:07Z [---] followers, [---] engagements


"just a quick chart for $EVO share repurchase progress"  
[X Link](https://x.com/ChrisZ_CH/status/1737429832244371738)  2023-12-20T11:08Z [--] followers, [---] engagements


"@siyul hi where do you find data for Wechat Pay I can't even find it in Tencent annual report. Thanks"  
[X Link](https://x.com/ChrisZ_CH/status/1742031929372012865)  2024-01-02T03:55Z [--] followers, [--] engagements


"@CCM_Brett @Larryjamieson_ I don't understand why $MTCH is considered royalty"  
[X Link](https://x.com/ChrisZ_CH/status/1745471917996282182)  2024-01-11T15:45Z [--] followers, [---] engagements


"@Rebrand_As_Y What is "ppl close to MTCH" do you mean former MTCH shareholders or people working for $MTCH"  
[X Link](https://x.com/ChrisZ_CH/status/1746218764713046462)  2024-01-13T17:12Z [---] followers, [---] engagements


"@GHadjia I enjoyed your $MTCH writing but just curious to know if you hold any $MTCH shares"  
[X Link](https://x.com/anyuser/status/1746219710813712393)  2024-01-13T17:16Z [--] followers, [--] engagements


"@FlySWISS I flew from SIngapore to Geneva via Zurich with Swiss on Jan 10th in business class the 1st leg had more than [--] hours delay and I still don't have my checked baggage TODAY (after [--] days) I submitted the online form on the day of my arrival when my luggage did not arrive on the"  
[X Link](https://x.com/ChrisZ_CH/status/1748745572679286964)  2024-01-20T16:33Z [--] followers, [--] engagements


"@FlySWISS carousel and chose the option to have the luggage delivered to my home and have not received an update since yesterday I had to go to Geneva airport to physically check but haven't found my luggage. I called the customer service line [----] [---] [---] but they say the line is only"  
[X Link](https://x.com/anyuser/status/1748745611598270967)  2024-01-20T16:33Z [--] followers, [--] engagements


"@FlySWISS for reservation and asked me to call [----] [---] [---] and the woman who works in Romania on that line doesn't know where my suitcase is not even if it is in Zurich or arrived in Geneva nor does she care. I find this unacceptable"  
[X Link](https://x.com/ChrisZ_CH/status/1748745631315735000)  2024-01-20T16:33Z [--] followers, [--] engagements


"got 5% portfolio in $ADM"  
[X Link](https://x.com/ChrisZ_CH/status/1750242719547441613)  2024-01-24T19:42Z [--] followers, [--] engagements


"@patientinvestt Long $PFE and keep holding Roche at loss. Bayer had too many years of below 10% or even negative ROIC in the last [--] years too risky for me"  
[X Link](https://x.com/ChrisZ_CH/status/1753513459902231028)  2024-02-02T20:19Z [---] followers, [---] engagements


"EXCLUSIVE-U.S. Justice Department is probing ADM's accounting practices - sources Reuters $ADM"  
[X Link](https://x.com/ChrisZ_CH/status/1754568356500271411)  2024-02-05T18:11Z [---] followers, [---] engagements


"@gurgavin same here and $PYPL is my biggest portfolio"  
[X Link](https://x.com/ChrisZ_CH/status/1755006151794577588)  2024-02-06T23:10Z [---] followers, [---] engagements


"@TheLongInvest @acce as a shareholder with about 17% personal net worth in $PYPL stock I don't need dividends. but I think at this price it's in the interest of the company and shareholders to repurchase shares aggresively"  
[X Link](https://x.com/ChrisZ_CH/status/1755630303811428614)  2024-02-08T16:30Z [---] followers, [----] engagements


""So beginning in the first quarter we'll start including stock-based compensation expense in our non-GAAP and closer to that time we'll do the look back where we'll provide the retrospective data so that we've got everything on a comparable basis. " from $PYPL Q4 Earnings call"  
[X Link](https://x.com/ChrisZ_CH/status/1756033999460241722)  2024-02-09T19:15Z [---] followers, [--] engagements


"@zhengyichangcun @wangzhian8848 @YouTube 2"  
[X Link](https://x.com/ChrisZ_CH/status/1759706392724701526)  2024-02-19T22:27Z [---] followers, [--] engagements


"@derekquick1 @acce Greenblatt bought $PYPL on Q4 that's bullish newbie question are the data on hedgefollow reliable I have never used it"  
[X Link](https://x.com/ChrisZ_CH/status/1759980029801312456)  2024-02-20T16:35Z [---] followers, [---] engagements


"@CCM_Brett never tried GPT4 but AI is indeed quite helpful for coding if they have 1k coders in Match group then I think maybe it's worth it to buy the licenses $MTCH"  
[X Link](https://x.com/ChrisZ_CH/status/1760721422966489249)  2024-02-22T17:41Z [---] followers, [---] engagements


"@InvestmentTalkk @TSOH_Investing Thanks Conor I struggle to understand when managers talk with abstract terms ithout talking about something precise. Also it sucks that in Europe we always don't see features available to almost the whole world like Google Gemini image generation AI.(this one is due to the EU)"  
[X Link](https://x.com/ChrisZ_CH/status/1761418709732638725)  2024-02-24T15:52Z [---] followers, [--] engagements


"no analyst asked for an update on the $499/m Tinder Select situation during the earning call I thought they would give some info in the 10K but I don't see any. Has any of you seen update from $MTCH Thanks. @InvestmentTalkk @TSOH_Investing @kingkang80 @CCM_Brett @CCM_Ryan"  
[X Link](https://x.com/ChrisZ_CH/status/1761420524737933653)  2024-02-24T15:59Z [---] followers, [---] engagements


"@InvestmentTalkk @CCM_Brett @TSOH_Investing @kingkang80 @CCM_Ryan I remember some people comparing it to the Apple IOS system and some freemium games where the top 1% of payers spend 40% of the total revenue(something like that). I guess it was possible to pay for Tinder Select since Q4 I don't appreciate management lack of transparency $MTCH"  
[X Link](https://x.com/ChrisZ_CH/status/1761427822160011265)  2024-02-24T16:28Z [---] followers, [---] engagements


"@InvestmentTalkk @CCM_Brett @TSOH_Investing @kingkang80 @CCM_Ryan if they still gives no info on Q1 earnings call I think I will close my tiny positon and remove $MTCH from my mind until (another) management change😂"  
[X Link](https://x.com/ChrisZ_CH/status/1761428472826834998)  2024-02-24T16:30Z [---] followers, [---] engagements


"@AJButton2 I bought more $GOOGL shares around market close today"  
[X Link](https://x.com/ChrisZ_CH/status/1762240737414959319)  2024-02-26T22:18Z [---] followers, [----] engagements


"@Crussian17 I bought more $GOOGL shares around market close today"  
[X Link](https://x.com/ChrisZ_CH/status/1762240844680118654)  2024-02-26T22:18Z [---] followers, [---] engagements


"@ThinkFinance999 @InvestRoiss the ROIC numbers look inconsistent and ugly in the latest years"  
[X Link](https://x.com/ChrisZ_CH/status/1763230261561397284)  2024-02-29T15:50Z [---] followers, [--] engagements


"and $BMBL diluted its shares at least $MTCH is reducing outstanding shares"  
[X Link](https://x.com/ChrisZ_CH/status/1763255643383664955)  2024-02-29T17:31Z [---] followers, [---] engagements


"@kouroshshafi @GHadjia @mukund @TidefallCapital @TSOH_Investing @JBierne @JaguarAnalytics I guess as an S&P [---] compontent $MTCH is not a sub scale Internet company"  
[X Link](https://x.com/ChrisZ_CH/status/1763280191181173158)  2024-02-29T19:08Z [---] followers, [---] engagements


"@GermannHj @ahern_brendan @HaierSmartHome I guess it's because Chinese people living in China can only buy the Shanghai traded stock valuation gap will not close without free movement of capital"  
[X Link](https://x.com/ChrisZ_CH/status/1764736169621819545)  2024-03-04T19:34Z [---] followers, [--] engagements


"@GermannHj @ahern_brendan @HaierSmartHome thanks for sharing. I had another situation: I bought $PAH3 in [----] hoping the valuation gap between it $VW and $P911 to close I waited for more than a year and it still hasn't happened I gave up. do you think this gap could close the thesis was only about the Porsche share"  
[X Link](https://x.com/ChrisZ_CH/status/1764747497707032651)  2024-03-04T20:19Z [---] followers, [--] engagements


"@GermannHj @ahern_brendan @HaierSmartHome I am aware of the difference of these [--] situations just wonder if you think the Porsche valuation gap will close one day without any special catalyst"  
[X Link](https://x.com/ChrisZ_CH/status/1764760209468109006)  2024-03-04T21:09Z [---] followers, [--] engagements


"@_mm85 difficult to interpret would be better if the chart was in % of complaints"  
[X Link](https://x.com/ChrisZ_CH/status/1765026592256888957)  2024-03-05T14:48Z [---] followers, [--] engagements


"@Pharmdca @7SkiesTech I trimmed 30% of $PFE today because initially I had 10% of net worth in it bought at 26.X$. Monday when it dropped to new low I bought more at [----] there was a moment it reprensents 20% of my net worth. Today I reduced it to 13-14% of net worth would you hold or trim to 10%"  
[X Link](https://x.com/ChrisZ_CH/status/1765414296442339633)  2024-03-06T16:29Z [---] followers, [--] engagements


"@PodContrarian I trimmed 30% of $PFE today because initially I had 10% of net worth in it bought at 26.X$. Monday when it dropped to new low I bought more at [----] there was a moment it reprensents 20% of my net worth. Today I reduced it to 13-14% of net worth would you hold or trim to 10%"  
[X Link](https://x.com/ChrisZ_CH/status/1765416119618126244)  2024-03-06T16:36Z [---] followers, [--] engagements


"@CCM_Brett how much % of your net worth you have put in $MTCH to make you feel so desperate 😅"  
[X Link](https://x.com/ChrisZ_CH/status/1765454713409937630)  2024-03-06T19:09Z [---] followers, [---] engagements


"Anyone has $MTCH latest ROIC numbers missing on Morningstar. Thanks @InvestmentTalkk @TSOH_Investing @kingkang80 @CCM_Brett @CCM_Ryan @bluff_capital @JBierne @hzhu_ @PythiaR @wolfofharcourt @chitchatstocks @StockMarketNerd @kouroshshafi @TidefallCapital @DeepSailCapital"  
[X Link](https://x.com/ChrisZ_CH/status/1765463897509605777)  2024-03-06T19:46Z [---] followers, [---] engagements


"@CCM_Brett just doubled my $MTCH shares🤣"  
[X Link](https://x.com/ChrisZ_CH/status/1765483237151736028)  2024-03-06T21:02Z [---] followers, [--] engagements


"@StockMarketNerd what's PSP"  
[X Link](https://x.com/ChrisZ_CH/status/1767942293799985524)  2024-03-13T15:54Z [---] followers, [----] engagements


"@StockMarketNerd I tried to find his past track record in earnings call but can't find any with his last employer with Tikr. maybe he never talked in any Earnings call before joining $PYPL"  
[X Link](https://x.com/ChrisZ_CH/status/1767945539201458377)  2024-03-13T16:07Z [---] followers, [---] engagements


"@StockMarketNerd yes I am aware I can't find his speech record for $INTU(at least with @theTIKR )"  
[X Link](https://x.com/ChrisZ_CH/status/1767947898753294420)  2024-03-13T16:16Z [---] followers, [--] engagements


"@JaguarAnalytics Is the market overeacting now(+3.2% pre-market) it's just in talk $AAPL is also in talk with openAI no decision seems to be made yet. (I have $GOOGL shares)"  
[X Link](https://x.com/ChrisZ_CH/status/1769659677535523059)  2024-03-18T09:38Z [---] followers, [--] engagements


"@SpecialSitsNews Is the market overeacting now(+3.2% pre-market) it's just in talk $AAPL is also in talk with openAI no decision seems to be made yet. (I have $GOOGL shares)"  
[X Link](https://x.com/ChrisZ_CH/status/1769659990770352622)  2024-03-18T09:39Z [---] followers, [---] engagements


"@amitisinvesting Is the market overeacting now(+3.2% pre-market) it's just in talk $AAPL is also in talk with openAI no decision seems to be made yet. (I have $GOOGL shares)"  
[X Link](https://x.com/ChrisZ_CH/status/1769660940243333393)  2024-03-18T09:43Z [---] followers, [---] engagements


"@unusual_whales Is the market overeacting now( $GOOGL +5.6% pre-market) it's just in talk $AAPL is also in talk with openAI no decision seems to be made yet. (I have $GOOGL shares)"  
[X Link](https://x.com/ChrisZ_CH/status/1769690059442213036)  2024-03-18T11:39Z [---] followers, [---] engagements


"trimmed 18% of my $GOOGL above $150. still have 25% portfolio in $GOOGL 😅"  
[X Link](https://x.com/ChrisZ_CH/status/1769817239086055740)  2024-03-18T20:04Z [---] followers, [--] engagements


"continued trimming $GOOGL above $150 . still 22% of portfolio"  
[X Link](https://x.com/ChrisZ_CH/status/1773110738829099179)  2024-03-27T22:11Z [---] followers, [--] engagements


"The state-led march away from foreign hardware will dent US companies in China starting with the worlds dominant PC processor makers Intel and AMD. China was Intels largest market last year providing [--] per cent of its $54bn in sales and [--] per cent of AMDs $23bn in sales"  
[X Link](https://x.com/ChrisZ_CH/status/1774723283767672846)  2024-04-01T08:59Z [---] followers, [--] engagements


"from FT $INTC $AMD"  
[X Link](https://x.com/ChrisZ_CH/status/1774723450197729630)  2024-04-01T09:00Z [---] followers, [--] engagements


"@GHadjia my English is not good enough to understand what this guy is trying to say. that $MTCH average user age remains stable instead of going up and it's rare"  
[X Link](https://x.com/ChrisZ_CH/status/1778065138764886218)  2024-04-10T14:18Z [---] followers, [---] engagements


"@MikeLongTerm @SelfMadeMastery with their latest 10K and until the last media coverage(CNBC) it seems $SBUX is doing well in China"  
[X Link](https://x.com/ChrisZ_CH/status/1778811772658462722)  2024-04-12T15:45Z [---] followers, [--] engagements


"back to Match group $MTCH with a cost basis of $32.57 will hold forever unless fundamentals change"  
[X Link](https://x.com/ChrisZ_CH/status/1779906511457701921)  2024-04-15T16:15Z [---] followers, [---] engagements


"@finphysnerd currently 5% of my portfolio I will wait a bit before buying (if I buy) 99% shares are owned by institutional funds so they may rush for exit"  
[X Link](https://x.com/ChrisZ_CH/status/1787990800330035293)  2024-05-07T23:40Z [---] followers, [--] engagements


"@finphysnerd May I ask how much % of your whole portfolio is already in $mtch"  
[X Link](https://x.com/ChrisZ_CH/status/1788009543030690242)  2024-05-08T00:54Z [---] followers, [---] engagements


"@finphysnerd Also my intention I have low finance level but I think they still have the moat as I use their products in different parts of the world"  
[X Link](https://x.com/ChrisZ_CH/status/1788014626892079517)  2024-05-08T01:14Z [---] followers, [--] engagements


"trimmed 25% of $GOOGL at $176 I will get back to you babe😂😅"  
[X Link](https://x.com/ChrisZ_CH/status/1791478828637847970)  2024-05-17T14:40Z [---] followers, [--] engagements


"@BrianTycangco @Mavax19 Shareholders on record as of June [--] will be paid a dividend of $0.20 per share on June [--]. Alphabet shares will yield approximately 0.5% in line with Meta's current yield and pay out $0.20 per share"  
[X Link](https://x.com/ChrisZ_CH/status/1793358404708081721)  2024-05-22T19:08Z [---] followers, [--] engagements


"@CCM_Brett Gary seems to not have a good memory just based on what he said in the latest earnings call. I am talking about a different statement than Brett"  
[X Link](https://x.com/ChrisZ_CH/status/1795458477013229615)  2024-05-28T14:13Z [---] followers, [--] engagements


"@amitisinvesting The excercise shouldn't be a surprise. it has been a long time that Democratic Progressive Party is ruling Taiwan and each time they are elected there was this kind of military exercise 😅"  
[X Link](https://x.com/ChrisZ_CH/status/1795459252867240097)  2024-05-28T14:16Z [---] followers, [--] engagements


"@aschmidt2930 I finished your thread very interesting. one thing which makes me hesitant to buy is their stock dilution they have been diluting their shares since IPO and I don't know if they will repurchase aggessively to offset. what's your thoughts"  
[X Link](https://x.com/ChrisZ_CH/status/1798791023671308396)  2024-06-06T18:56Z [---] followers, [--] engagements


"@stockgeekTV one thing which makes me hesitant to buy $COUR is their stock dilution they have been diluting their shares since IPO and I don't know if they will repurchase aggessively to offset. what's your thoughts"  
[X Link](https://x.com/ChrisZ_CH/status/1798791212327186475)  2024-06-06T18:56Z [---] followers, [--] engagements


"@taobanker I don't know what a "boink" is but I have been $ averaged down $YUMC in the last days and I have probably too much now 😅"  
[X Link](https://x.com/ChrisZ_CH/status/1804415000389271576)  2024-06-22T07:23Z [---] followers, [--] engagements


"@AJButton2 $GOOGL was my biggest position I have trimmed 75% this week till now and plan to buy back with proceeds below $180 to have more shares could I miss $GOOGL forever"  
[X Link](https://x.com/ChrisZ_CH/status/1805622245395460592)  2024-06-25T15:21Z [---] followers, [--] engagements


"@StockMKTNewz @ycharts $GOOGL was my biggest position I have trimmed 75% above $180 and plan to buy back with proceeds below $180 to have more shares could I miss $GOOGL forever"  
[X Link](https://x.com/ChrisZ_CH/status/1805636469823820022)  2024-06-25T16:17Z [---] followers, [---] engagements


"@amitisinvesting I bought plenty above $130 and reached 30% of my whole portfolio in $GOOGL then I sold more than half the shares above $150 and bought plenty of $YUMC to have some diversifications. till last Friday I had 15% portfolio in $GOOGL but then I trimmed 75% of the position above $180"  
[X Link](https://x.com/ChrisZ_CH/status/1805669512114524252)  2024-06-25T18:28Z [---] followers, [---] engagements


"so I have cut my $GOOGL flower when it reached ATH at prices between $180 and $185.5. I hope it will drop below [---] or better [---] to allow me repurchase more shares with the proceeds. I am violating Munger and Pabrai's rule of never cutting flowers"  
[X Link](https://x.com/ChrisZ_CH/status/1806386926414594437)  2024-06-27T17:59Z [---] followers, [--] engagements


"@StockMarketNerd I own $MTCH I think the difference is people have to take plane if they wanna travel far but don't have to using dating apps even they wanna date"  
[X Link](https://x.com/ChrisZ_CH/status/1807410879496868218)  2024-06-30T13:48Z [---] followers, [---] engagements


"just built a 5-6% position in $V I regret having sold it too soon last year and the P/E is now below all time mean and exactly the same as when I bought last summer. 32% ROIC 54% Net Margin 13% EPS mean growth"  
[X Link](https://x.com/ChrisZ_CH/status/1808049905065234783)  2024-07-02T08:07Z [---] followers, [--] engagements


"@ssslumdunk $MCD $YUMC"  
[X Link](https://x.com/ChrisZ_CH/status/1809545630236193142)  2024-07-06T11:11Z [---] followers, [--] engagements


"@European_DGI you mean free toilet for customers"  
[X Link](https://x.com/ChrisZ_CH/status/1813920595790188934)  2024-07-18T12:55Z [---] followers, [---] engagements


"@European_DGI I don't get it most restaurants I have been to in Europe give toilet access to their customers"  
[X Link](https://x.com/ChrisZ_CH/status/1814006159088472379)  2024-07-18T18:35Z [---] followers, [--] engagements


"Is this a sign that Nestle has bottomed😀 $NSRGY $NESN @AJButton2 @ThierryBorgeat"  
[X Link](https://x.com/ChrisZ_CH/status/1816875449357611512)  2024-07-26T16:37Z [---] followers, [---] engagements


"@LogicalThesis @JRogrow where to go up in quality you mean going to Chipotle I have never been to the US"  
[X Link](https://x.com/ChrisZ_CH/status/1818007208723976306)  2024-07-29T19:34Z [---] followers, [--] engagements


"@taobanker I mirrored your buy trades 😂 $ULTA and $LULU each 2.6% of my portfolio I am trying to sell my $MTCH and a tiny bit of $META to get the USD"  
[X Link](https://x.com/ChrisZ_CH/status/1819475161751363891)  2024-08-02T20:47Z [---] followers, [---] engagements


"@taobanker @APKramar @tradedollarnut because Pabrai owns $ARCH (my case)😅"  
[X Link](https://x.com/ChrisZ_CH/status/1820031276990022009)  2024-08-04T09:37Z [---] followers, [--] engagements


"$YUMC vs $MCD NTM P/E"  
[X Link](https://x.com/ChrisZ_CH/status/1820034667900219586)  2024-08-04T09:50Z [---] followers, [---] engagements


"what a day added $EVO(17%) bought $AMZN(4%) sold $MTCH $ULTA(-3% loss)"  
[X Link](https://x.com/ChrisZ_CH/status/1820556507454304555)  2024-08-05T20:24Z [---] followers, [---] engagements


"Bought a 5% $amzn position on Monday and sold most of my $mcd today to finance the purchase(partially)"  
[X Link](https://x.com/ChrisZ_CH/status/1820929212846424407)  2024-08-06T21:05Z [---] followers, [--] engagements


"from $AMZN Q2 10-Q"  
[X Link](https://x.com/ChrisZ_CH/status/1821207093400998309)  2024-08-07T15:29Z [---] followers, [--] engagements


"from the Q2 $AMZN earnings call"  
[X Link](https://x.com/ChrisZ_CH/status/1821212762124558517)  2024-08-07T15:52Z [---] followers, [--] engagements


"@SteadyCompound Is this the rate in USD for which countries does it mean now an average ABNB night costs [-----] USD int he world"  
[X Link](https://x.com/ChrisZ_CH/status/1821534831030772087)  2024-08-08T13:12Z [---] followers, [--] engagements


"@CCM_Brett @BornInvestor $V NTM P/E now is similar as last October why you have less high conviction"  
[X Link](https://x.com/ChrisZ_CH/status/1821584324858450095)  2024-08-08T16:28Z [---] followers, [--] engagements


"@ReneSellmann I bought a 2.5% position in $LULU and no $NKE. Nike is a too big company with too many products. Easier to keep on track with $LULU. $LULU is expanding fastly in China in contrast to most of the Western sports clothes companies"  
[X Link](https://x.com/ChrisZ_CH/status/1821974065667813881)  2024-08-09T18:17Z [---] followers, [---] engagements


"@mukund "Dependence on Tinder: While Tinder is a significant revenue driver excessive reliance on a single platform can expose the company to risks if the apps popularity declines." ### Hinge is increasing its revenue contribution % for $MTCH and Tinder's role is decreasing"  
[X Link](https://x.com/ChrisZ_CH/status/1822000163352932484)  2024-08-09T20:01Z [---] followers, [--] engagements


"Mohnish Pabrai revealed in July that 75% of his portfolio is invested in Turkey 20% in US coal comapnies ( $AMR $ARCH $HCC $CEIX) and 5% in others very interesting allocation"  
[X Link](https://x.com/ChrisZ_CH/status/1823833058619085235)  2024-08-14T21:24Z [---] followers, [---] engagements


"I need to sell one of the [--] stocks today to get the $ for another trades: $META $PYPL $YUMC which one would you sell"  
[X Link](https://x.com/ChrisZ_CH/status/1826700312486556031)  2024-08-22T19:17Z [---] followers, [---] engagements


"I trimmed $YUMC as it's the biggest position among these 3"  
[X Link](https://x.com/ChrisZ_CH/status/1826711739414818905)  2024-08-22T20:03Z [---] followers, [---] engagements


"trimmed $YUMC and $PYPL for $OXY"  
[X Link](https://x.com/ChrisZ_CH/status/1828161294756913418)  2024-08-26T20:03Z [---] followers, [---] engagements


"trimmed more $PYPL for more $OXY"  
[X Link](https://x.com/ChrisZ_CH/status/1828524299889619316)  2024-08-27T20:05Z [---] followers, [---] engagements


"@EconomyApp I enjoyed reading this analysis as $GOOGL shareholder. There is a small error: "YouTube has been the most watched streaming platform on US TVs for [--] consecutive quarters" it should read "17 consecutive months' let me know if this kind of feedback helps"  
[X Link](https://x.com/ChrisZ_CH/status/1829892624301576626)  2024-08-31T14:42Z [---] followers, [--] engagements


"once again I accumulated a big postion (+10%) in $OXY"  
[X Link](https://x.com/ChrisZ_CH/status/1831237183685927241)  2024-09-04T07:45Z [---] followers, [--] engagements


"@gnufs is it possible that they chose to let the price drop so that they can buy back more shares with the same budget"  
[X Link](https://x.com/ChrisZ_CH/status/1831386922318795071)  2024-09-04T17:40Z [---] followers, [---] engagements


"bought more 14.6% weight in it"  
[X Link](https://x.com/ChrisZ_CH/status/1831408149171143087)  2024-09-04T19:05Z [---] followers, [--] engagements


"sold out $PYPL and trimmed $LULU for more $OXY 18% weight now"  
[X Link](https://x.com/ChrisZ_CH/status/1832153726242713776)  2024-09-06T20:27Z [---] followers, [---] engagements


"@finding_value_ would love to but already bought the shares back at 179$ after having sold them at $180s 😅 and $GOOGL is already 12% of my portfolio unless I sell some other $ stocks or convert some of my CHF cash buffer to USD to buy.I am forcing myself to keep some CHF cash"  
[X Link](https://x.com/ChrisZ_CH/status/1832443869172265276)  2024-09-07T15:40Z [---] followers, [--] engagements


"@thexworrior @tradedollarnut @_triangulate_ @claimenza seems to be the US retirement fund to invest in stocks with lower or no tax"  
[X Link](https://x.com/ChrisZ_CH/status/1832445642121285681)  2024-09-07T15:47Z [---] followers, [--] engagements


"@finding_value_ maybe I should sell out $LULU to buy more $GOOGL"  
[X Link](https://x.com/ChrisZ_CH/status/1832446600339235318)  2024-09-07T15:51Z [---] followers, [--] engagements


"bought more $GOOGL at pre-market"  
[X Link](https://x.com/ChrisZ_CH/status/1833063337812283518)  2024-09-09T08:42Z [---] followers, [--] engagements


"@SteadyCompound I don't know what to say after realizing I have been involved in [--] of the [--] stocks you mentioned around their P/E low 😅"  
[X Link](https://x.com/ChrisZ_CH/status/1833161322634027059)  2024-09-09T15:11Z [---] followers, [--] engagements


"@SteadyCompound NFLX GOOGL META PYPL and BABA I only started active investing in 2022"  
[X Link](https://x.com/ChrisZ_CH/status/1833177042915111023)  2024-09-09T16:14Z [---] followers, [--] engagements


"@finding_value_ if $GOOGL is forced to get broken into several companies isn't this equivalent to several spin-offs Greenblatt considers spinoff positive for company and stock performance"  
[X Link](https://x.com/ChrisZ_CH/status/1833220668382687342)  2024-09-09T19:07Z [---] followers, [---] engagements


"@PodContrarian Why are you shocked😅 I need cash and can buy back $v at lower price if there is a price correction. Did you trim today"  
[X Link](https://x.com/ChrisZ_CH/status/1833246727807070411)  2024-09-09T20:50Z [---] followers, [--] engagements


"@PodContrarian Tbh your tweet has played (partially) a role in my decision process initially I was more inclined to trim $meta as its revenue depends on ads which is $googl's major revenue source"  
[X Link](https://x.com/ChrisZ_CH/status/1833248638023479633)  2024-09-09T20:58Z [---] followers, [---] engagements


"@PodContrarian you are absolutely right to hold it for the long term I am just forcing myself to have some CHF cash buffer so have to sell sth. to buy $GOOGL. I wouldn't have sold otherwise"  
[X Link](https://x.com/ChrisZ_CH/status/1833421079622160551)  2024-09-10T08:23Z [---] followers, [--] engagements


"@PodContrarian I already had 12% weight in $GOOGL last week since 2022.not sure it's good to increase to 17% with $V proceeds in term of portfolio diversitfication. So If there is still opportunity I will trim some other position or even $META to buy back $V"  
[X Link](https://x.com/ChrisZ_CH/status/1833470416641249299)  2024-09-10T11:39Z [---] followers, [--] engagements


"@PodContrarian thank you but I still don't have $ to do so without selling my other positions would you sell $META $LULU $JDor $YUMC for this only $META is a +5% weight the others are like 2% weight"  
[X Link](https://x.com/ChrisZ_CH/status/1833911167598710983)  2024-09-11T16:51Z [---] followers, [---] engagements


"@PodContrarian they are all about 10-15% profit I will have to sell a bit as I bought more $OXY today. I think I will not buy $V yet with 91.72% institutional ownership I think there may still be room for a bit more correction"  
[X Link](https://x.com/ChrisZ_CH/status/1833924466734436600)  2024-09-11T17:44Z [---] followers, [---] engagements


"@PodContrarian trimmed $LULU not an easy decision"  
[X Link](https://x.com/ChrisZ_CH/status/1833955074806300998)  2024-09-11T19:45Z [---] followers, [--] engagements


"@ReneSellmann hi Rene I can relate so much to your $GOOGL video. I use Google search and ChatGPT daily I think ChatGPT did take some of my search volume from Google search as your example sometimes it takes much time to find a specific info with Google search so I generally ask ChatGPT"  
[X Link](https://x.com/ChrisZ_CH/status/1834626836782891191)  2024-09-13T16:14Z [---] followers, [--] engagements


"@ReneSellmann and asks it to specify the source half of the time it works well. I also find ChatGPT to be superior than Gemini most of the times this also worries me as $GOOGL is my biggest position. I often use AI to summarize Youtube video content for me and most of the time Gemini seems"  
[X Link](https://x.com/ChrisZ_CH/status/1834627492465803528)  2024-09-13T16:17Z [---] followers, [--] engagements


"@ReneSellmann to do it relatively well while one GPT(Video Summarizer) on ChatGPT often doesn't have access to the YT video don't know if Google made some limitation for YT video access. I never used the Pro version of any AI yet but may do so soon"  
[X Link](https://x.com/ChrisZ_CH/status/1834628198438461775)  2024-09-13T16:20Z [---] followers, [--] engagements


"@ReneSellmann and till the end of last year I used both AIs to correct or suggest Python code and ChatGPT seems to work better than Gemeni"  
[X Link](https://x.com/ChrisZ_CH/status/1834630234198385041)  2024-09-13T16:28Z [---] followers, [--] engagements


"I have 85% net worth in stocks and 15% in cash(that I don't need soon) Do you think this cash buffer is enough in case of market crash I may sell some stocks at ATH like $META @PetramcoC @Stock_Opine @KaranMGurnani @EricTheUmpire @taobanker @PodContrarian @finding_value_"  
[X Link](https://x.com/ChrisZ_CH/status/1836697029298295054)  2024-09-19T09:21Z [---] followers, [---] engagements


"@PetramcoC @Stock_Opine @KaranMGurnani @EricTheUmpire @taobanker @PodContrarian @finding_value_ I chose $META as I already have a 17% position in $GOOGL and ads revenue are crucial for both compnaies but this is sort of against the value investing principle of "never sell quality company unless they are "egregiously" priced" by Mohnish Pabrai. What do you think Thanks"  
[X Link](https://x.com/ChrisZ_CH/status/1836697664034910271)  2024-09-19T09:23Z [---] followers, [---] engagements


"@PodContrarian @PetramcoC @Stock_Opine @KaranMGurnani @EricTheUmpire @taobanker @finding_value_ Thanks do you have an opinion on my $META question"  
[X Link](https://x.com/ChrisZ_CH/status/1836703761827352712)  2024-09-19T09:47Z [---] followers, [--] engagements


"@RyansMetrics @PetramcoC @Stock_Opine @KaranMGurnani @EricTheUmpire @taobanker @PodContrarian @finding_value_ [--] years I started active investing in 2022"  
[X Link](https://x.com/ChrisZ_CH/status/1837025480744092134)  2024-09-20T07:06Z [---] followers, [--] engagements


"@ThierryBorgeat danke schoen current Dividend Yield 3.6% which I find not bad for a CHF asset :) I would love to own a CHF company but can't find any bargain within my circle of competence😅"  
[X Link](https://x.com/ChrisZ_CH/status/1837102318149419330)  2024-09-20T12:11Z [---] followers, [--] engagements


"@ThierryBorgeat I cancelled my buy order today. I don't dare buy Nestle if the Nestle guru Thierry is not buying ;)"  
[X Link](https://x.com/ChrisZ_CH/status/1837201018108465545)  2024-09-20T18:43Z [---] followers, [--] engagements


"@banana_capital_ @KaranMGurnani well done the recent low is 185$ and may I ask at what price would you sell provided the management continues to perform I also went big on $AMR but at much higher price"  
[X Link](https://x.com/ChrisZ_CH/status/1839310647722651963)  2024-09-26T14:26Z [---] followers, [---] engagements


"still impressed by these "basic" AI features from $GOOGL it's a shame that Europe is generally the last place to experience these features among countries who can visit Google https://blog.google/products/chrome/google-chrome-ai-features-august-2024-update/ https://blog.google/products/chrome/google-chrome-ai-features-august-2024-update/"  
[X Link](https://x.com/ChrisZ_CH/status/1839334015238910431)  2024-09-26T15:59Z [---] followers, [--] engagements


"interesting seems $YUMC is still spending [---] M USD per day to repurchase its US stocks after the price surge just like when it was in the $30s"  
[X Link](https://x.com/ChrisZ_CH/status/1841109939441283386)  2024-10-01T13:36Z [---] followers, [---] engagements


"@TraceyRyniec @AsifSuria I think the CEO's $647k purchase last Nov was more significant than the [--] people's August purchase it looks more like "let's each spend some money (100-133k USD)" to show we have faith in our stocks. The amounts are so close and tiny and it happened in less than a week"  
[X Link](https://x.com/ChrisZ_CH/status/1843291379470148009)  2024-10-07T14:04Z [---] followers, [--] engagements


"@BigBullCap Where is the $googl one😅"  
[X Link](https://x.com/ChrisZ_CH/status/1844093106909741130)  2024-10-09T19:10Z [---] followers, [---] engagements


"I have learned today in Beijing from a kfc store manager that their revenue generally has seasonality q4 is generally the weakest quarter. And in term of incentives each kfc store manager is given a one time 2k usd $yumc shares which is a quite small amount even for china"  
[X Link](https://x.com/ChrisZ_CH/status/1850081786551992400)  2024-10-26T07:47Z [---] followers, [--] engagements


""well just hold the goddamn stock" $EVO"  
[X Link](https://x.com/ChrisZ_CH/status/1850881040182866142)  2024-10-28T12:43Z [---] followers, [----] engagements


"@gnufs as long as I stay invested with $EVO it's a must for me to read "Ali Evo" 's quarterly earnings summary"  
[X Link](https://x.com/ChrisZ_CH/status/1853014560237637988)  2024-11-03T10:01Z [---] followers, [---] engagements


"@patientinvestt I feel less painful with my low-teen% unrealized loss in $AMR when I see he seems to have increased his stake in Q3 like me"  
[X Link](https://x.com/ChrisZ_CH/status/1853113699059310690)  2024-11-03T16:35Z [---] followers, [----] engagements


"@JerryCap I thought $V was a Pelosi stock 😂"  
[X Link](https://x.com/ChrisZ_CH/status/1854150349436694695)  2024-11-06T13:14Z [---] followers, [---] engagements


"@JBierne I just opened a 3% portfolio position at $31.3 with $MTCH any thoughts or opinion"  
[X Link](https://x.com/ChrisZ_CH/status/1854576854025617850)  2024-11-07T17:29Z [---] followers, [---] engagements


"@JBierne TBH I forced myself listening to the Q&A part of the last 3-4 earnings call lots of the time I don't think the CEO BK is often giving concise precise and transparent answer too many admin/corporate vocabulary. While the current CFO always has long paragraphs of answers😅"  
[X Link](https://x.com/ChrisZ_CH/status/1854584238885990764)  2024-11-07T17:58Z [---] followers, [--] engagements


"interesting seems $YUMC is still spending [---] M USD per day to repurchase its US stocks after the Q3 earnings price surge just like when it was in the $30s"  
[X Link](https://x.com/ChrisZ_CH/status/1854904342181998938)  2024-11-08T15:10Z [---] followers, [--] engagements


"@SupBagholder @Learnerforlife9 I'm just back from Beijing and am amazed about the number of visitors of $LULU shop provided most of the shops struggle. What website are you using to track the website traffic and social media engagement metrics"  
[X Link](https://x.com/ChrisZ_CH/status/1854936667196424230)  2024-11-08T17:18Z [---] followers, [--] engagements


"reassuring to see Francis Chou also bought $OXY (in Q3) with a significant stake. Now we have Buffett Li Lu and Chou owning a significant stake. and Farefax having 33% of the US portfolio in it😅"  
[X Link](https://x.com/ChrisZ_CH/status/1855137969369223372)  2024-11-09T06:38Z [---] followers, [----] engagements


""It's great to see @robvinall (Rob Vinall) building a stake in $YUMC in Q3. I also built my position this year"  
[X Link](https://x.com/ChrisZ_CH/status/1856432795914014769)  2024-11-12T20:24Z [---] followers, [---] engagements


"@ThierryBorgeat @FITthxweinstein same here would love to have CH stocks as CHF is my base currency but every company I follow is so expensive"  
[X Link](https://x.com/ChrisZ_CH/status/1856980885205086240)  2024-11-14T08:41Z [---] followers, [--] engagements


"I feel less dumb that there are way more superinvestors who sold $META than buying it in Q3 I almost sold all my $META at the end of Sep at the then-ATH.the stock price is currently higher than my sell price"  
[X Link](https://x.com/ChrisZ_CH/status/1857178510722535794)  2024-11-14T21:47Z [---] followers, [--] engagements


"@patientinvestt I built a 3% $PEP position today with average cost $158.7"  
[X Link](https://x.com/ChrisZ_CH/status/1857532175312093442)  2024-11-15T21:12Z [---] followers, [----] engagements


"@TopCornerInvest @European_DGI I built a 3% $PEP position today with average cost $158.7"  
[X Link](https://x.com/ChrisZ_CH/status/1857532505097658857)  2024-11-15T21:13Z [---] followers, [---] engagements


"@BornInvestor why do you guys seem to think Barron's has been consistently and always wrong 😂😅I only started investing since [----] so am still learning"  
[X Link](https://x.com/ChrisZ_CH/status/1859877977733189648)  2024-11-22T08:33Z [---] followers, [---] engagements


"@mukund Hi Mukund do you maintain your TA (support levels etc)for $GOOGL"  
[X Link](https://x.com/ChrisZ_CH/status/1862506907845505224)  2024-11-29T14:40Z [---] followers, [--] engagements


"@MadConX @Sleepysolcap just bought some Tencent Shares with the China-HK connect in CNY my first stock purchase in CNY"  
[X Link](https://x.com/ChrisZ_CH/status/1866396087973720522)  2024-12-10T08:14Z [---] followers, [--] engagements


"@Jimbosl75206881 @ahern_brendan Hi could anyone please share the link where I can see the above $BABA buybacks Thanks"  
[X Link](https://x.com/ChrisZ_CH/status/1866753067166957714)  2024-12-11T07:53Z [---] followers, [--] engagements


"@MadsCapital do you know why $MTCH dropped as much as 6% in premarket"  
[X Link](https://x.com/ChrisZ_CH/status/1866846239171678312)  2024-12-11T14:03Z [---] followers, [---] engagements


"@JBierne do you know why $MTCH dropped as much as 6% in premarket is it only because people are disappointed on their investor day presentation"  
[X Link](https://x.com/ChrisZ_CH/status/1866861652064473118)  2024-12-11T15:04Z [---] followers, [---] engagements


"@Mr_Derivatives I think this [--] thing only started from the Cantonese speaking region like Hong Kong and somehow gets more popular to some extent in the rest of China I guess depending where. Growing up my family never cared about this and my grandparents have never heard about this thing"  
[X Link](https://x.com/ChrisZ_CH/status/1867045417898414146)  2024-12-12T03:14Z [---] followers, [---] engagements


"@Mr_Derivatives but "Ai-ya" seems more a national thing 😂"  
[X Link](https://x.com/ChrisZ_CH/status/1867045599004237911)  2024-12-12T03:15Z [---] followers, [--] engagements


"@bluff_capital Was this why $MTCH dropped as much as 6% in like only because people are disappointed on their investor day presentation"  
[X Link](https://x.com/ChrisZ_CH/status/1867049564206927926)  2024-12-12T03:31Z [---] followers, [---] engagements


"@robvinall $YUMC continues share repurchase at the same $ amount"  
[X Link](https://x.com/ChrisZ_CH/status/1867110753754636372)  2024-12-12T07:34Z [---] followers, [--] engagements


"@wolfofharcourt $EVO and $OXY are my [--] biggest laggers this year otherwise I would have beaten the hell out of the market 😂"  
[X Link](https://x.com/ChrisZ_CH/status/1867152264378622240)  2024-12-12T10:19Z [---] followers, [---] engagements


"@TidefallCapital What is it $META will not allow those apps to show users' Instagram posts any more"  
[X Link](https://x.com/ChrisZ_CH/status/1867364381178388627)  2024-12-13T00:22Z [---] followers, [--] engagements


"@patientinvestt I am happy that I sold out in April otherwise would be a huge opportunity cost for my portfolio performance"  
[X Link](https://x.com/ChrisZ_CH/status/1867366248017015064)  2024-12-13T00:29Z [---] followers, [----] engagements


"@MadConX @Sleepysolcap actually do you prefer buying Tencent or Prosus"  
[X Link](https://x.com/ChrisZ_CH/status/1867373650296680824)  2024-12-13T00:59Z [---] followers, [--] engagements


"would you rather buy Tencent (HK700) or Prosus $PRX shares now Tencent Prosus Tencent Prosus"  
[X Link](https://x.com/ChrisZ_CH/status/1867492540146233853)  2024-12-13T08:51Z [---] followers, [---] engagements


"@MadConX @EquityBrian may I ask why do you prefer buying Tencent than Prosus($TCEHY proxy)"  
[X Link](https://x.com/ChrisZ_CH/status/1868225412251460033)  2024-12-15T09:23Z [---] followers, [--] engagements


"@StockMarketNerd my overweight in $GOOGL has more than compensated my losers this year( $OXY $EVO ) which allowed me to outperform the S&P despite FX headwind and cash buffer. however now is the time to not get complacent (for myself)"  
[X Link](https://x.com/ChrisZ_CH/status/1869034821684793537)  2024-12-17T15:00Z [---] followers, [---] engagements


"@JerryCap now it feels like owning $GOOGL is like owning $BRK somehow 😂"  
[X Link](https://x.com/ChrisZ_CH/status/1869050439779639789)  2024-12-17T16:02Z [---] followers, [---] engagements


"my latest portfolio $BABA is still a 5-6% weight as I trimmed the ADRs but bought the Chinese one with a different broker account"  
[X Link](https://x.com/ChrisZ_CH/status/1869928891672080595)  2024-12-20T02:12Z [---] followers, [---] engagements


"@gnufs the worst performer in my portfolio Y2D even worse than the $SBUX I sold at loss"  
[X Link](https://x.com/ChrisZ_CH/status/1871105607039885431)  2024-12-23T08:08Z [---] followers, [--] engagements


"if you are neither American nor Chinese and wanna hold $YUMC Yum China stock would you buy the US listed shares in USD or Hong Kong listed shares in HKD $YUMC has spent way more money to repurchase its US shares than HK sharesthe insider repurchases are also reported in USD NYSE listed shares in USD HKSE listed shares in HKD NYSE listed shares in USD HKSE listed shares in HKD"  
[X Link](https://x.com/ChrisZ_CH/status/1871119181074362400)  2024-12-23T09:02Z [---] followers, [--] engagements


"@Stock_Opine may I ask why do you look at EV/FCF instead of just the P/E including SBC"  
[X Link](https://x.com/ChrisZ_CH/status/1872123504117866874)  2024-12-26T03:33Z [---] followers, [--] engagements


"my latest portfolio added $EVO $AMR bought $UBER FYI $BABA is still a 5-6% weight as I trimmed the ADRs but bought the Chinese one with a different broker account"  
[X Link](https://x.com/ChrisZ_CH/status/1872830877719580823)  2024-12-28T02:24Z [---] followers, [---] engagements


"@Crussian17 I thought you hated Chinese stocks"  
[X Link](https://x.com/ChrisZ_CH/status/1874651718266536167)  2025-01-02T02:59Z [---] followers, [---] engagements


"@wolfofharcourt @gnufs I bought a lot it then but then sold all end Nov around $310 for $GOOGL (and maybe also for $OXY I don't remember) plan to buy back if it drops below [---] without further earnings info"  
[X Link](https://x.com/ChrisZ_CH/status/1874807809218650311)  2025-01-02T13:19Z [---] followers, [--] engagements


"what is going on with $yumc dropped 4% at the market open and I don't see any news"  
[X Link](https://x.com/ChrisZ_CH/status/1875191775528370650)  2025-01-03T14:45Z [---] followers, [--] engagements


"@wolfofharcourt @gnufs actually I just checked the historical NTM P/E I will probably stay out of $V even it reaches $310 what is your opinion"  
[X Link](https://x.com/ChrisZ_CH/status/1875201930970149228)  2025-01-03T15:25Z [---] followers, [--] engagements


"@wolfofharcourt @gnufs I agree $V is a long tem compounder but wouldn't the fact that its NTM P/E is significantly above its historical average make you uncomfortable to hold"  
[X Link](https://x.com/ChrisZ_CH/status/1876275742038020544)  2025-01-06T14:32Z [---] followers, [---] engagements


"portfolio update: bought back $V at price slightly cheaper than my sold price. added $PEP (forgot my limit buy order😅) added $AMR converted all my SEK to USD at [--] week low"  
[X Link](https://x.com/ChrisZ_CH/status/1877747082762600489)  2025-01-10T15:59Z [---] followers, [---] engagements


"@StockMKTNewz cool website seems $GOOGL and $AMZN are the only [--] who still haven't fixed their earnings dates yet among the Mag 7"  
[X Link](https://x.com/ChrisZ_CH/status/1878961607063261649)  2025-01-14T00:25Z [---] followers, [--] engagements


"trimmed about 1/3 of $GOOGL now my biggest position is cash majorly USD"  
[X Link](https://x.com/ChrisZ_CH/status/1882063903242461507)  2025-01-22T13:52Z [---] followers, [--] engagements

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