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# ![@Cole_Smead Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::21171429.png) @Cole_Smead Cole Smead

Cole Smead posts on X about shocked, holders, $nke, own the the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::21171429/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21171429/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXX +1,236%
- X Year XXXXXXX +142%

### Mentions: X [#](/creator/twitter::21171429/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21171429/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +21%
- X Months XXX +264%
- X Year XXX +102%

### Followers: XXXXX [#](/creator/twitter::21171429/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21171429/c:line/m:followers.svg)

- X Week XXXXX +0.15%
- X Month XXXXX +2.70%
- X Months XXXXX +35%
- X Year XXXXX +48%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::21171429/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21171429/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::21171429/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [countries](/list/countries)  XXXX%

**Social topic influence**
[shocked](/topic/shocked) 5.13%, [holders](/topic/holders) 5.13%, [$nke](/topic/$nke) 2.56%, [own the](/topic/own-the) 2.56%, [jordan](/topic/jordan) 2.56%, [nyc](/topic/nyc) 2.56%, [skims](/topic/skims) 2.56%, [rates](/topic/rates) 2.56%, [make a](/topic/make-a) 2.56%, [where is](/topic/where-is) XXXX%

**Top accounts mentioned or mentioned by**
[@smeadcap](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@colesmead](/creator/undefined) [@inthemoneypod](/creator/undefined) [@gpooley](/creator/undefined) [@brownmarubozu](/creator/undefined) [@ckimgolf](/creator/undefined) [@iscochamp](/creator/undefined) [@razoroil](/creator/undefined) [@sohaibab9](/creator/undefined) [@leasecocre](/creator/undefined) [@chooseyourwow](/creator/undefined) [@plutusofcrete89](/creator/undefined) [@ibb_invest](/creator/undefined) [@iingridlindblad](/creator/undefined) [@lpga](/creator/undefined) [@chevrongolf](/creator/undefined) [@jmeaglelachamp](/creator/undefined) [@warrenbuffetts](/creator/undefined) [@golfchannel](/creator/undefined)

**Top assets mentioned**
[Nike Inc (NKE)](/topic/$nke) [Cenovus Energy Inc. (CVE)](/topic/$cve)
### Top Social Posts [#](/creator/twitter::21171429/posts)
---
Top posts by engagements in the last XX hours

"@MattJMcClintock while I dont own the security I personally believe that Nike shouldve never gone into apparel. Returns on capital peaked in the early 1990s at the forefront of Jordan. The stock didnt then but the return decay began. It took revenue growth and profitability growth backing off to show investors that they were big problems. I would get Nike out of apparel altogether. I would buy LULU and have that be my apparel brand which has big crossover with skims. Again no dog in the fight but thats what I see"  
[X Link](https://x.com/Cole_Smead/status/1972075464715128865) [@Cole_Smead](/creator/x/Cole_Smead) 2025-09-27T23:06Z 4117 followers, 2410 engagements


"Quick thought. Im thinking the allowance for CVE to buy XXX% of the shares and vote those greatly narrowed the path to success more than I would have assumed. $X billion or more in long-term value to CVE. @SmeadCap investors are happy for this and getting more value from MEG"  
[X Link](https://x.com/Cole_Smead/status/1976757381179883885) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-10T21:11Z 4116 followers, 3124 engagements


"As short end of the curve goes lower pressure will build on XX year to stay sub X. MBS coming down with NIMs going up will do this also. Banks will lend or buy treasuries with bigger spreads. Real rates is the Trump admins view"  
[X Link](https://x.com/Cole_Smead/status/1979246228803146154) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-17T18:00Z 4117 followers, 1164 engagements


"We would be highly surprised if Canadian governments are considering subsidizing a partnership between a private sector company and Indigenous groups to make a bid for MEG Energy Waterous said in an email. Any indigenous purchase funded through a government backstop would be a direct subsidy to the private sector partner. If this is such good financing where is the other bidder premium in $MEG This reads like a bankers Hail Mary. As we entered this saga people laughed at Adam. I can hear Adam chuckling in this statement"  
[X Link](https://x.com/Cole_Smead/status/1955393907967266994) [@Cole_Smead](/creator/x/Cole_Smead) 2025-08-12T22:20Z 4120 followers, 4289 engagements


"Not one mention of the compensation provided by the CVE offer as a potential conflict of interest. Disclosure is the tool that fixes most conflicts. There is none in this"  
[X Link](https://x.com/Cole_Smead/status/1967556047889121789) [@Cole_Smead](/creator/x/Cole_Smead) 2025-09-15T11:48Z 4120 followers, 7841 engagements


"Globe and Mail: At least one other MEG shareholder has publicly criticized the Cenovus offer. Cole Smead CEO and portfolio manager of Smead Capital Management Inc. which owns more than XXX million MEG shares previously told The Globe that the overarching reaction to the Cenovus offer among MEG investors was disappointment"  
[X Link](https://x.com/Cole_Smead/status/1975329403644068029) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-06T22:36Z 4120 followers, 6652 engagements


"MEG holders should feel proud that they run they run this show. Management and the board are not in control anymore"  
[X Link](https://x.com/Cole_Smead/status/1976100264483705215) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-09T01:39Z 4120 followers, 3928 engagements


"On XX% of float sounds like SCR owners like being owners more than traders 😬. Sounds like there is a lot of traders on this app and in the stock market. 😋"  
[X Link](https://x.com/Cole_Smead/status/1976689179703775544) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-10T16:40Z 4120 followers, 6026 engagements


"@VanIsleInvestor This is why there is no trading. Its the most aligned company in the Canadian E&P space. No stock-based comp that dilutes shareholders"  
[X Link](https://x.com/Cole_Smead/status/1976703428757012854) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-10T17:36Z 4120 followers, XXX engagements


"@VanIsleInvestor Who was exposed in that Q1 release to LPs Fairfax Financial (FFH). They seem to be long-term owners based on their home page. KIDDING. They are and their Chairman Prem Watsa seems to be doing just fine the last five years on his own stock (@SmeadCap investors dont own it)"  
[X Link](https://x.com/Cole_Smead/status/1976705474750751086) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-10T17:44Z 4120 followers, XXX engagements


"Shocked. Tip of the cap to the CVE team"  
[X Link](https://x.com/Cole_Smead/status/1976754407225151970) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-10T20:59Z 4120 followers, 11.2K engagements


"Tried to explain to my kids that one of the teams in the ALCS has an entire country behind them tonight. Miss the days of the Calgary Cannons BTW"  
[X Link](https://x.com/Cole_Smead/status/1980439743000432821) [@Cole_Smead](/creator/x/Cole_Smead) 2025-10-21T01:03Z 4122 followers, 1096 engagements