# ![@DynamicMoats Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::965697888.png) @DynamicMoats Dynamicmoats

Dynamicmoats posts on X about in the, biz, market, ai the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::965697888/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965697888/c:line/m:interactions.svg)

- [--] Week [-----] +6.70%
- [--] Month [------] +41%
- [--] Months [-------] -15%
- [--] Year [---------] -0.80%

### Mentions: [--] [#](/creator/twitter::965697888/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965697888/c:line/m:posts_active.svg)

- [--] Months [--] -7.90%
- [--] Year [---] -6.90%

### Followers: [------] [#](/creator/twitter::965697888/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965697888/c:line/m:followers.svg)

- [--] Week [------] no change
- [--] Month [------] +0.36%
- [--] Months [------] +3.30%
- [--] Year [------] +9.90%

### CreatorRank: [---------] [#](/creator/twitter::965697888/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::965697888/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  26.67% [finance](/list/finance)  22.86% [technology brands](/list/technology-brands)  12.38% [countries](/list/countries)  4.76% [financial services](/list/financial-services)  3.81% [currencies](/list/currencies)  1.9% [fashion brands](/list/fashion-brands)  1.9% [luxury brands](/list/luxury-brands)  0.95% [cryptocurrencies](/list/cryptocurrencies)  0.95%

**Social topic influence**
[in the](/topic/in-the) 6.67%, [biz](/topic/biz) 5.71%, [market](/topic/market) 5.71%, [ai](/topic/ai) 4.76%, [business](/topic/business) 3.81%, [fund](/topic/fund) 3.81%, [$evos](/topic/$evos) #2, [$ltmc](/topic/$ltmc) #1, [liquidity](/topic/liquidity) 2.86%, [the world](/topic/the-world) 2.86%

**Top accounts mentioned or mentioned by**
[@sleepysolcap](/creator/undefined) [@inpractise](/creator/undefined) [@lakrixx](/creator/undefined) [@mandersson9](/creator/undefined) [@buccocapital](/creator/undefined) [@repentantalloc1](/creator/undefined) [@blondesnmoney](/creator/undefined) [@lowalphahighvol](/creator/undefined) [@raisingthebar47](/creator/undefined) [@wallstcynic](/creator/undefined) [@gscapsf](/creator/undefined) [@scuttleblurb](/creator/undefined) [@stratechery](/creator/undefined) [@pythiar](/creator/undefined) [@cap1talcap1tal](/creator/undefined) [@troycards022891](/creator/undefined) [@idlelightkeeper](/creator/undefined) [@jerrycap](/creator/undefined) [@contrariancurse](/creator/undefined) [@evrgn11112231](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [NVIDIA Corp. (NVDA)](/topic/$nvda) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [The GEO Group, Inc. (GEO)](/topic/$geo) [AppLovin Corporation (APP)](/topic/$app) [Legence Corp (LGN)](/topic/$lgn) [Cadence Design Systems Inc (CDNS)](/topic/$cdns) [Synopsys, Inc. (SNPS)](/topic/$snps) [SAP SE (SAP)](/topic/$sap) [Now Coin (NOW)](/topic/$now) [S&P Global Inc (SPGI)](/topic/$spgi) [Exponent Inc (EXPO)](/topic/$expo) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Quanta Services Inc (PWR)](/topic/$pwr) [MasTec, Inc. (MTZ)](/topic/$mtz) [Primoris Services Corporation (PRIM)](/topic/$prim) [Everus Construction Group, Inc. (ECG)](/topic/$ecg) [MYR Group, Inc. (MYRG)](/topic/$myrg) [Centuri Holdings, Inc. (CTRI)](/topic/$ctri) [Sea Limited (SE)](/topic/$se) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Block, Inc. (SQ)](/topic/$sq) [Klarna Group plc (KLAR)](/topic/$klar) [SVB Financial Group (SIVBQ)](/topic/$sivb) [Shopify Inc (SHOP)](/topic/$shop) [Evotec SE (EVO)](/topic/$evo) [Metadium (META)](/topic/$meta)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@_inpractise The diff is brand recognition and share IMO. Players know $EVOs brands and are taken into evos lobby. B2C operators in checks say its a traffic generator. Problem with an OSB provider is it has no brand visibility and B2C in checks have said there are lots of providers"  
[X Link](https://x.com/anyuser/status/1423260098617516033)  2021-08-05T12:30Z 11.7K followers, [--] engagements


"$EVOs competitive advantage: Higher number of concurrent players superior customer experience given bigger bonuses/jackpots @Lakrixx @mandersson9 Yeah we are testing at 11k today planning to up it to 15k in due time. @Lakrixx @mandersson9 Yeah we are testing at 11k today planning to up it to 15k in due time"  
[X Link](https://x.com/anyuser/status/1455514991608487944)  2021-11-02T12:39Z 11.7K followers, [--] engagements


"The senior most tranche is only an A+ for now. Diversified pool of stakes diversifies risk. Through further optimization and gaming the system will we see AAA in the future"  
[X Link](https://x.com/DynamicMoats/status/1596905534354923520)  2022-11-27T16:35Z 11.7K followers, [--] engagements


"Backlog and revenue acceleration $LGN"  
[X Link](https://x.com/DynamicMoats/status/2011482151540453691)  2026-01-14T16:54Z 11.7K followers, [----] engagements


"1/n Lottomatica $LTMC is the $DKNG of Italy and is a World Cup [----] beneficiary. Market leader taking share in a fast growing industry 70% upside over the next [--] months with very little downside Have a company trading for single digit earnings multiple thats going to grow EPS at a 20% cagr thru [----]. High quality biz. Feels extremely good. Underfollowed completely misunderstood good liquidity 1bn mkt cap. Anyone interested in a small writeup Have a company trading for single digit earnings multiple thats going to grow EPS at a 20% cagr thru [----]. High quality biz. Feels extremely good."  
[X Link](https://x.com/DynamicMoats/status/2016493819181801815)  2026-01-28T12:49Z 11.7K followers, [----] engagements


"Momentum thematic basket macro traders Time to buy $SAP $CDNS $SNPS $NOW"  
[X Link](https://x.com/DynamicMoats/status/2019033723807903878)  2026-02-04T13:02Z 11.7K followers, [----] engagements


"Capiq doesnt even have this. Short $SPGI to zero Ratings be damned Great new google finance feature BTW - live transcripts https://t.co/wYF96Gk8h1 Great new google finance feature BTW - live transcripts https://t.co/wYF96Gk8h1"  
[X Link](https://x.com/DynamicMoats/status/2021807050305810769)  2026-02-12T04:42Z 11.7K followers, [----] engagements


"@buccocapital Hyperscalers arent tapped out on debt raises yet Middle East still want to fund the private players"  
[X Link](https://x.com/DynamicMoats/status/2019201896372957499)  2026-02-05T00:10Z 11.7K followers, [----] engagements


"@Sleepysolcap What fundamental indicators showing chemicals and ltl are going to significant beat earnings projections"  
[X Link](https://x.com/DynamicMoats/status/2019222189388828794)  2026-02-05T01:30Z 11.7K followers, [---] engagements


"Serious question why does $EXPO still trade at 35x P/E with no growth and why did it escape the software armageddon"  
[X Link](https://x.com/DynamicMoats/status/2019405397917069540)  2026-02-05T13:39Z 11.7K followers, [----] engagements


"@repentantalloc1 what have the returns been like"  
[X Link](https://x.com/DynamicMoats/status/2021154213732983224)  2026-02-10T09:28Z 11.7K followers, [--] engagements


"5/n Why now Revenue will accelerate in [----] due to a) easy comps b) big sports events like the World Cup Olympics c) new licensing regime which went into effect in Nov [----] that now has only [--] licenses vs. the previous [---]. Furthermore the Apollo PE overhang is over as theyve sold. a/ 2H25 saw industry GGR deceleration because of tough comps from Euro [----] and customer-friendly sports betting results that negatively impacted industry GGR. In reality the long term structural trends still highly intact. b/ The World Cup will be especially impactful for $LTMC because Italians LOVE betting on"  
[X Link](https://x.com/DynamicMoats/status/2016494679404224749)  2026-01-28T12:52Z 11.7K followers, [---] engagements


"6/n Stable regulatory regime The tax regime has been stable. License periods are long (9 years starting in 2026) and high regulatory fees raise the barrier against new entrants. The market continues to consolidate to the benefit of $LTMC and $FLUT"  
[X Link](https://x.com/DynamicMoats/status/2016494772215853097)  2026-01-28T12:53Z 11.7K followers, [---] engagements


"7/n Valuation FCF growth will be 20%+ over the next few years they are buying back shares (5% of market cap in Q4) aiming to do at least 5% in [----]. They will probably increase the buyback this year. Valuation is 9x [----] FCF which is too cheap for multi-year 20%+ FCF grower"  
[X Link](https://x.com/DynamicMoats/status/2016494915426079013)  2026-01-28T12:53Z 11.7K followers, [---] engagements


"AI disrupting football scouting too"  
[X Link](https://x.com/DynamicMoats/status/2020661819703197905)  2026-02-09T00:51Z 11.7K followers, [----] engagements


"Buy transmission and distribution contractors $PWR $MTZ $PRIM $ECG $MYRG $CTRI"  
[X Link](https://x.com/DynamicMoats/status/2020672495318077501)  2026-02-09T01:33Z 11.7K followers, [----] engagements


"How you should daytrade meme stocks/altcoins This is the reason why pro-gamers play with their face very close to their monitor https://t.co/kLG3zOBYYG This is the reason why pro-gamers play with their face very close to their monitor https://t.co/kLG3zOBYYG"  
[X Link](https://x.com/DynamicMoats/status/2021330583188836841)  2026-02-10T21:09Z 11.7K followers, [----] engagements


"Italy's online gaming January data show acceleration December [----] and January [----] had the toughest comps acceleration should continue over the next few months into the World Cup $LTMC 1/n Lottomatica $LTMC is the $DKNG of Italy and is a World Cup [----] beneficiary. Market leader taking share in a fast growing industry 70% upside over the next [--] months with very little downside https://t.co/AkIo2iAU80 1/n Lottomatica $LTMC is the $DKNG of Italy and is a World Cup [----] beneficiary. Market leader taking share in a fast growing industry 70% upside over the next [--] months with very little"  
[X Link](https://x.com/DynamicMoats/status/2021640503511732356)  2026-02-11T17:40Z 11.7K followers, [----] engagements


"@blondesnmoney They would say one month doesnt mean anything and point to their [--] year [--] year and [--] year tracks"  
[X Link](https://x.com/DynamicMoats/status/2021814323333804333)  2026-02-12T05:11Z 11.7K followers, [---] engagements


"Forrest Li's $SE memo to employees https://www.bloomberg.com/news/articles/2022-03-14/sea-s-secretive-billionaire-ceo-opens-up-after-75-stock-crashsref=aSkOFMcP https://www.bloomberg.com/news/articles/2022-03-14/sea-s-secretive-billionaire-ceo-opens-up-after-75-stock-crashsref=aSkOFMcP"  
[X Link](https://x.com/DynamicMoats/status/1503385472453603328)  2022-03-14T15:00Z 11.7K followers, [---] engagements


"Distribution wins again in payments $SQ $AFRM $KLAR $PYPL"  
[X Link](https://x.com/DynamicMoats/status/1512066449006686217)  2022-04-07T13:55Z 11.7K followers, [--] engagements


""For the average US worker 40% of wage growth over their working lifetime comes from job switching rather than experience or skills" Low job switching pre-COVID likely created a drag on wage growth"  
[X Link](https://x.com/DynamicMoats/status/1518402795321184256)  2022-04-25T01:33Z 11.7K followers, [--] engagements


"Capital efficiency of $ADYEN stands out (though to be fair the business has fewer segments vs. the comps)"  
[X Link](https://x.com/DynamicMoats/status/1518760307690143744)  2022-04-26T01:14Z 11.7K followers, [---] engagements


"Continues to amaze me how Buffett is really the only one that has been able to compound at scale without blowing up. The Vision Fund is likely below cost at this point 🤐 https://t.co/7TQNKf8M8R The Vision Fund is likely below cost at this point 🤐 https://t.co/7TQNKf8M8R"  
[X Link](https://x.com/DynamicMoats/status/1524051012910125059)  2022-05-10T15:37Z 11.7K followers, [--] engagements


""Only once in a generation economic downturns like the double-dip recession of 1980-82 or the GFC in 2008-2009 have resulted in oil demand contractions in excess of 2mm b/d" - BAML"  
[X Link](https://x.com/DynamicMoats/status/1531280519471587329)  2022-05-30T14:25Z 11.7K followers, [--] engagements


"Price elasticity of supply after Covid has been half of pre-pandemic levels"  
[X Link](https://x.com/DynamicMoats/status/1531292347614519296)  2022-05-30T15:12Z 11.7K followers, [--] engagements


"TG is seeing 5x more inflows than redemptions. Wow"  
[X Link](https://x.com/DynamicMoats/status/1532360432358408196)  2022-06-02T13:56Z 11.7K followers, [--] engagements


"@LowAlphaHighVol Read losing the signal and referred to the stock price at each point in the book. Had the same takeaway"  
[X Link](https://x.com/DynamicMoats/status/1551422069568520192)  2022-07-25T04:20Z 11.7K followers, [--] engagements


"Always find it odd when good investors have extreme partisan political views"  
[X Link](https://x.com/DynamicMoats/status/1557885552405663744)  2022-08-12T00:23Z 11.7K followers, [--] engagements


"In the future Pershing and Tiger Global will be two interesting fund turnaround case studies. [--] very different turaround approaches"  
[X Link](https://x.com/DynamicMoats/status/1562661112159412224)  2022-08-25T04:40Z 11.7K followers, [--] engagements


"Collateralized fund obligations: CDOs but with stakes in PE owned companies as the underlying"  
[X Link](https://x.com/DynamicMoats/status/1596904618768105475)  2022-11-27T16:31Z 11.7K followers, [---] engagements


"Buyers of CFOs benefit from lower capital charges Dj vu with CDOs and banks prior to GFC"  
[X Link](https://x.com/DynamicMoats/status/1596914513026363392)  2022-11-27T17:11Z 11.7K followers, [--] engagements


"$CVNA lenders are teaming up to present a united front in upcoming negotiations"  
[X Link](https://x.com/DynamicMoats/status/1600288768467947520)  2022-12-07T00:39Z 11.7K followers, [--] engagements


"The power of distribution features"  
[X Link](https://x.com/DynamicMoats/status/1617670434279022592)  2023-01-23T23:47Z 11.7K followers, 195.6K engagements


"Zuck is going to pull it off in [--] years"  
[X Link](https://x.com/DynamicMoats/status/1617670583025819648)  2023-01-23T23:48Z 11.7K followers, [----] engagements


"Cost of AI-based queries today H/t Bernstein"  
[X Link](https://x.com/DynamicMoats/status/1618075359370694659)  2023-01-25T02:36Z 11.7K followers, [----] engagements


"@RaisingTheBAR47 Michael Lewis needs to write a book and examining how 75% of equity pod pms blow out within [--] years yet the platforms can put up great returns thanks to risk management system design and ability to pivot between asset classes"  
[X Link](https://x.com/DynamicMoats/status/1630794546018918401)  2023-03-01T04:58Z 11.7K followers, [----] engagements


""If a banks sells so much as one lonely bond from its HTM portfolio it must remark its entire securities book." $SIVB bit the bullet on $26bn of HFS $91bn of HTM next $SIVBs Hold to Maturity Accounting Trap datapoint compliments of Grants https://t.co/Q8L7W61Ezl $SIVBs Hold to Maturity Accounting Trap datapoint compliments of Grants https://t.co/Q8L7W61Ezl"  
[X Link](https://x.com/DynamicMoats/status/1633845095035293699)  2023-03-09T15:00Z 11.7K followers, 11.2K engagements


"$SHOP "AMZN is working on a cart solution which could be launched as early as June""  
[X Link](https://x.com/anyuser/status/1638801595109392384)  2023-03-23T07:15Z 11.7K followers, [----] engagements


"$EVO s game integrity efforts"  
[X Link](https://x.com/DynamicMoats/status/1643943858789826560)  2023-04-06T11:48Z 11.7K followers, 35.8K engagements


"Co-founder of Cambridge Associates saying the quiet parts out loud "Claims of lower volatility for PE funds are not what they seem" "Buyouts net of fees and leverage have not outperformed public markets""  
[X Link](https://x.com/DynamicMoats/status/1649028433866002433)  2023-04-20T12:33Z 11.7K followers, 99.8K engagements


"Of course human nature will allow PE to continue to be great businesses for GPs "An institutional investor may have an IC chaired by a PE partner who is also a major donor" "Investor could have external private equity advisers who would see their profits disappear""  
[X Link](https://x.com/DynamicMoats/status/1649029038433013760)  2023-04-20T12:35Z 11.7K followers, [----] engagements


"$EVO's scale advantages: Lower cost of failure for new games Can run higher fixed costs (tables) and better cater to bettors' hot table hunting behaviors Higher R&D fixed cost spend to develop a wider range of games Advantaged acquirer of unique tech/IP"  
[X Link](https://x.com/anyuser/status/1659516186814734337)  2023-05-19T11:07Z 11.7K followers, 17.9K engagements


"Unlike $NVDA a lot of these AI-themed names rallying today won't actually see significant upward earnings revisions in the near term"  
[X Link](https://x.com/DynamicMoats/status/1661723162135117824)  2023-05-25T13:17Z 11.7K followers, [----] engagements


"Hyperscale ASICs continue to ramp Broadcom/Google TPU chip revenue is expected to reach $4bn in [----] vs. $50m in [----]. $META is expected to contribute $1bn/year to $AVGO's revenue within the next [--] years. High end ASIC market is $13-15bn growing 20% a year H/t JPM"  
[X Link](https://x.com/anyuser/status/1663491610435551233)  2023-05-30T10:24Z 11.7K followers, [----] engagements


"Previous special refining business $250m EBITDA + new renewable fuels business (just started production this quarter) $500m = $750m EBITDA by 2H [----] 10x EBITDA (similar to DAR Neste) = $60/share vs. $16 today $CLMT"  
[X Link](https://x.com/DynamicMoats/status/1663541543805009922)  2023-05-30T13:43Z 11.7K followers, 37.3K engagements


"The whole avoid capital intensive businesses during periods of high inflation thing really applies to these fiber conversion telco players. Capex just keep getting revised higher"  
[X Link](https://x.com/DynamicMoats/status/1680792060578914304)  2023-07-17T04:10Z 11.7K followers, [----] engagements


"Some perspectives for HF analyst pay https://www.wsj.com/articles/on-wall-street-lawyers-make-more-than-bankers-now-ae8070a7st=tb7dyy2yl6wn9wl&reflink=mobilewebshare_permalink https://www.wsj.com/articles/on-wall-street-lawyers-make-more-than-bankers-now-ae8070a7st=tb7dyy2yl6wn9wl&reflink=mobilewebshare_permalink"  
[X Link](https://x.com/DynamicMoats/status/1682764938627125248)  2023-07-22T14:50Z 11.7K followers, 21.5K engagements


"Datacenter demand $DLR $DBRG $EQIX @WallStCynic"  
[X Link](https://x.com/anyuser/status/1683822719354408960)  2023-07-25T12:53Z 11.7K followers, 20.5K engagements


"@GS_CapSF So center book is massively short nvda got it"  
[X Link](https://x.com/DynamicMoats/status/1686032427553345536)  2023-07-31T15:13Z 11.7K followers, [----] engagements


"Since '04 Pershing Square has returned 19x (16% CAGR) vs. 5.6x for $IEP (9.2%) and 5.8x for the S&P [---] (9.4%) Since PSH NA's launched in '14: 65% vs. -33% for IEP Since '87 IEP has returned 15.2x (7.8% CAGR) vs. the S&P [---] of 31.7x (10.1%) Investing is a tough game"  
[X Link](https://x.com/DynamicMoats/status/1687843904962564100)  2023-08-05T15:12Z 11.7K followers, 11K engagements


"$MOD's AI datacenter cooling biz grew 124% last Q seeing potential orders from more hyperscale customers growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA margins are 13% on their way to high teens. New mgmt executing well. 12-13x this FY P/E"  
[X Link](https://x.com/anyuser/status/1689653310851264512)  2023-08-10T15:01Z 11.7K followers, 27.3K engagements


"How pricing in the offline acquiring market trended in the early 2000s is a helpful case study for where online acquiring will go in the medium to long term The offline acquiring stocks still generated strong returns earlier in the decade given 1) there was still white space as carded transactions took share (volume) 2) smaller players donated share (volume) 3) M&A that yielded cost leverage 4) low starting valuations Given the greater transparency of pricing in online acquiring I'd think the pricing pressure happens more quickly for online payment acquiring. Saw this chart from @scuttleblurb"  
[X Link](https://x.com/DynamicMoats/status/1692521612455641160)  2023-08-18T12:59Z 11.7K followers, [----] engagements


"@stratechery $AMZN relaunches Amazon Shipping. 3P sellers selling outside of $AMZN can now use AMZN's logistics network. More operating leverage coming"  
[X Link](https://x.com/anyuser/status/1694012300120948981)  2023-08-22T15:43Z 11.7K followers, [----] engagements


"Value investing: $NVDA was trading at 10x nine month forward earnings after chatgpt was released Humbling"  
[X Link](https://x.com/anyuser/status/1694671601927909474)  2023-08-24T11:22Z 11.7K followers, [----] engagements


"Gavin Baker has a rare combo of public market skills (LT investing ST trading portfolio/risk mgmt market cycle awareness) private market skills (relationship building deal sourcing/structuring) business building skills (brand building team dev communication story telling) & deep/differentiated tech knowledge and insights. Impressive he can be good on multi fronts + have the time to play video games and have a family"  
[X Link](https://x.com/anyuser/status/1754532663090917696)  2024-02-05T15:49Z 11.7K followers, 41.6K engagements


"$MOD is a 10x in [---] years Had earnings and a low P/E the entire time Value investing still works though its harder than 15-20 years ago $MOD's AI datacenter cooling biz grew 124% last Q seeing potential orders from more hyperscale customers growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA margins are 13% on their way to high teens. New mgmt executing well. 12-13x this FY P/E. $MOD's AI datacenter cooling biz grew 124% last Q seeing potential orders from more hyperscale customers growth in NA is in early days. EV thermal management biz is growing 30%+. EBITDA"  
[X Link](https://x.com/anyuser/status/1762525211843289348)  2024-02-27T17:08Z 11.7K followers, [----] engagements


"$GOOG TPU ASP: $7k 60% GM $AMD MI300 ASP: $15k 64% GM $NVDA A100 ASP: $12k 82% GM H100 ASP: $21k 87% GM B100 ASP: $38k ASP 85% GM"  
[X Link](https://x.com/anyuser/status/1770111835771142299)  2024-03-19T15:35Z 11.7K followers, 16.9K engagements


"RBC's $CVNA note had a "what the bulls liked" and a "what the bears liked" section. What the bears liked section was blank"  
[X Link](https://x.com/anyuser/status/1785999550186238028)  2024-05-02T11:47Z 11.7K followers, 39.7K engagements


"@PythiaR Its truly insane Compounding at that scale in an almost riskless way"  
[X Link](https://x.com/DynamicMoats/status/1786646923526697453)  2024-05-04T06:39Z 11.7K followers, 14.5K engagements


"Found a company trading for single digit earnings multiple thats going to grow EPS at a 30% cagr thru [----]. High quality biz. Feels extremely good. Underfollowed completely misunderstood good liquidity 1bn mkt cap. Anyone interested in a small writeup"  
[X Link](https://x.com/anyuser/status/1806316080388051325)  2024-06-27T13:18Z 11.7K followers, 51K engagements


"$PDD: Single digit P/E for a fast profitable secular grower capturing share across the world China business (100% of profits today) continues to take share. Core revenue can probably grow 35%+ this year with net income growing faster. Temu GMV continues to grow triple digits according to many data sources driven by geo expanion and attractive retention metrics. The business can likely reach breakeven later this year and likely offers significant tailwinds for profitability growth over the next few years. The biz model is evolving nicely from fully entrusted (fulfillment by PDD) to semi"  
[X Link](https://x.com/DynamicMoats/status/1806673792946872387)  2024-06-28T12:59Z 11.7K followers, 10.3K engagements


"When do the Citadel funds become internal capital only like Medallion https://www.bloomberg.com/news/articles/2024-10-17/citadel-staff-s-fund-stake-triples-to-9-billion-in-four-years https://www.bloomberg.com/news/articles/2024-10-17/citadel-staff-s-fund-stake-triples-to-9-billion-in-four-years"  
[X Link](https://x.com/anyuser/status/1847085920044175485)  2024-10-18T01:22Z 11.7K followers, 16.6K engagements


"Sosin has compounded 30% (gross returns) over [--] years running real money Honest to God. How many people owe Cliff Sosin an apology on Carvana $CVNA Honest to God. How many people owe Cliff Sosin an apology on Carvana $CVNA"  
[X Link](https://x.com/DynamicMoats/status/1852158791724269710)  2024-11-01T01:20Z 11.7K followers, 34.2K engagements


"Experimental Capitalize on dislocations caused by pods series Buy $CPRI"  
[X Link](https://x.com/anyuser/status/1852321020327481450)  2024-11-01T12:05Z 11.7K followers, 12.6K engagements


"The tiny Harris win margins in core blue states are wild especially when compared with previous elections"  
[X Link](https://x.com/DynamicMoats/status/1854134450625683603)  2024-11-06T12:11Z 11.7K followers, [----] engagements


"Before dumping on Ted do these things first 1) compound at 20%+ net of HF fees at scale for 10+ years 2) turn $70k into $260m+ in [--] years without inflows"  
[X Link](https://x.com/anyuser/status/1857417199612568064)  2024-11-15T13:35Z 11.7K followers, 64.2K engagements


"Securitizing private credit to increase demand and overall system leverage Mortgage CDOs but for private credit on the horizon Life is a circle $ARES $APO $OWL"  
[X Link](https://x.com/anyuser/status/1859604084120248654)  2024-11-21T14:25Z 11.7K followers, [----] engagements


"Journey of every investor H/T @Cap1talCap1tal"  
[X Link](https://x.com/DynamicMoats/status/1859794657368211580)  2024-11-22T03:02Z 11.7K followers, 15.8K engagements


"$BX (and $KKR to an extent) is just miles ahead in terms of alts brand building with their social media presence coverage in traditional media BX university etc. BX is pushing more of a 2C approach to marketing. One of the reasons why they continue to be ahead in the HNW/retail channel What is blackstone doing https://t.co/EWgxQ2RWzE What is blackstone doing https://t.co/EWgxQ2RWzE"  
[X Link](https://x.com/anyuser/status/1860852655297548600)  2024-11-25T01:07Z 11.7K followers, [----] engagements


"Basic Fit Vistry Just Eat Auto1 Additions: Altice Liberty Global CDON Metro Bank Alphawave Entain Melrose What other European stocks with heavy US investor involvement and "US analogue at a cheaper multiple" have been bad investments"  
[X Link](https://x.com/anyuser/status/1872284363628720394)  2024-12-26T14:12Z 11.7K followers, 18.2K engagements


"Rorschach test"  
[X Link](https://x.com/DynamicMoats/status/1876803023973851411)  2025-01-08T01:28Z 11.7K followers, [----] engagements


"Hedge funds are back"  
[X Link](https://x.com/anyuser/status/1876810071360827417)  2025-01-08T01:56Z 11.7K followers, 70.4K engagements


"Heroic returns require frequent near death experiences No details on specific accounts % etc. Intrigue continues. 2020: "In a span of five days BlueCrest lost over $850 million out of a cash reserve of about $1 billion according to the court document." 2021: "The firm lost nearly $500 million in a very short period of time. Had it lost the same again the fund would have been insolvent.""  
[X Link](https://x.com/anyuser/status/1877123596943814747)  2025-01-08T22:41Z 11.7K followers, 108.4K engagements


"$FNMA 6-7x upside in [--] years"  
[X Link](https://x.com/anyuser/status/1879907578576257229)  2025-01-16T15:04Z 11.7K followers, 109.7K engagements


"@troycards022891 more sellers than buyers at the moment"  
[X Link](https://x.com/DynamicMoats/status/1879908289728926203)  2025-01-16T15:07Z 11.7K followers, [----] engagements


"Alpha despite underperformance is one of the core underpinnings of the agent money management industry"  
[X Link](https://x.com/anyuser/status/1881921022066336067)  2025-01-22T04:25Z 11.7K followers, 19.6K engagements


"Altimeter's [----] and [----] public equities net returns"  
[X Link](https://x.com/anyuser/status/1887889557192126465)  2025-02-07T15:42Z 11.7K followers, 650.2K engagements


""Heard a pod blew up" series $BILL"  
[X Link](https://x.com/anyuser/status/1888114186691199429)  2025-02-08T06:34Z 11.7K followers, 72.9K engagements


"Tepper said in November he hoped the Chinese stock rally takes a breather so he can add Looks like he did https://t.co/qdUDJc6jfy https://t.co/qdUDJc6jfy"  
[X Link](https://x.com/anyuser/status/1888973801070993698)  2025-02-10T15:30Z 11.7K followers, 605.9K engagements


"Citadel/MLP/Point72/a select few are the LVMH/Chanel/Hermes of the MM HF industry that can potentially still deliver value to LPs despite flexing pricing power with higher passthrough fees The rest trying to flex pricing power might end up like Michael Kors and Burberry"  
[X Link](https://x.com/anyuser/status/1889328553461743995)  2025-02-11T15:00Z 11.7K followers, 37.7K engagements


"Bill Ackman's returns over [--] years"  
[X Link](https://x.com/anyuser/status/1892218676348080231)  2025-02-19T14:24Z 11.7K followers, 132.5K engagements


"Justification for 1.5% mgmt fee on $HHH"  
[X Link](https://x.com/anyuser/status/1892224022231814298)  2025-02-19T14:45Z 11.7K followers, 33.2K engagements


"Always pick the right comps Comps for $PSH 1.5% fee"  
[X Link](https://x.com/anyuser/status/1892224617533591952)  2025-02-19T14:47Z 11.7K followers, 17.3K engagements


"People still buy the Brookfield complex perpetual REITs perpetual PE vehicles etc. This is a very clever way to sell the 1.5%"  
[X Link](https://x.com/DynamicMoats/status/1892225941461467225)  2025-02-19T14:53Z 11.7K followers, 17.4K engagements


"The market needs to to take Trump literally and seriously Tariffs and immigration are his top priorities What chart will he hold up next $GEO"  
[X Link](https://x.com/DynamicMoats/status/1907822337204039711)  2025-04-03T15:47Z 11.7K followers, 35.1K engagements


"Trump and tariffs are as inseparable as Bill Ackman and high profile publicity. Incredibly successful people dont change fundamental beliefs theyve held for decades especially when those beliefs contributed to their successes and when they have free reins to implement those beliefs. The ultimate effects are subject to debate. But the policy direction is clear. Trumps immigration policy is next. Will delete if wrong if [--] yr hits 3% they refi debt market 🚀 and it turns out its 5D chess The market needs to to take Trump literally and seriously Tariffs and immigration are his top priorities"  
[X Link](https://x.com/DynamicMoats/status/1907974169511473311)  2025-04-04T01:51Z 11.7K followers, 31K engagements


"In these unprecedented times foreign governments' words are likely more accurate regarding the progress/status of various American international policies Worth listening to"  
[X Link](https://x.com/anyuser/status/1913644933661258040)  2025-04-19T17:24Z 11.7K followers, 26.8K engagements


"Seems like China has a few cards"  
[X Link](https://x.com/DynamicMoats/status/1915262318826442759)  2025-04-24T04:31Z 11.7K followers, 19.4K engagements


"Buffett compounded investor capital for a cumulative 7-8 bn % return if we add in his HF days Grew a company from $40m to $1 trillion Almost hitting a century of life with high integrity throughout Created a religion around investing Too bad his Sharpe ratio was only .8 5502284% https://t.co/GJfB359pk0 5502284% https://t.co/GJfB359pk0"  
[X Link](https://x.com/DynamicMoats/status/1918736571811184841)  2025-05-03T18:37Z 11.7K followers, 30K engagements


"Pretty funny exchange between Hohn and EQT CEO Sinding Hohn talks down on private companies Sinding (being a private markets CEO) argues back (gracefully) and Hohn just continues talking down Sinding tries to ask a leading question to trap Hohn Hohn just continues Man takes no prisoners"  
[X Link](https://x.com/DynamicMoats/status/1919431256984715399)  2025-05-05T16:37Z 11.7K followers, 56.1K engagements


"Enterprise AI hitting the s-curve"  
[X Link](https://x.com/anyuser/status/1921985222226108601)  2025-05-12T17:46Z 11.7K followers, 46.4K engagements


"Golden age of alts is here Over the next decade stocks of alt managers will once again outperform the underlying funds WSJ: SEC Chair Signals Investor Access to Private Markets Could Soon Broaden $BX $KKR $APO $OWL https://t.co/1JlKUdu0Jh WSJ: SEC Chair Signals Investor Access to Private Markets Could Soon Broaden $BX $KKR $APO $OWL https://t.co/1JlKUdu0Jh"  
[X Link](https://x.com/anyuser/status/1924696862604607714)  2025-05-20T05:21Z 11.7K followers, 22.8K engagements


"No alpha in large caps GE + GEV + GEHC have a combined cap of 425B today GE as a whole in Q4 [--] had a market cap of 40B Generational returns in industrials large cap special sit etc etc etc H/t @IdleLightkeeper"  
[X Link](https://x.com/anyuser/status/1929548373171806304)  2025-06-02T14:39Z 11.7K followers, 39.2K engagements


"What's the equivalent company today When Goldman Sachs initiated on NVIDIA in [----] there was general amazement that any semiconductor company could actually grow revenues sustainably https://t.co/YqUI8A1DrY When Goldman Sachs initiated on NVIDIA in [----] there was general amazement that any semiconductor company could actually grow revenues sustainably https://t.co/YqUI8A1DrY"  
[X Link](https://x.com/anyuser/status/1929903646969606216)  2025-06-03T14:10Z 11.7K followers, 62.4K engagements


"How $APP took share from $GOOG in the early days"  
[X Link](https://x.com/anyuser/status/1930360911652589956)  2025-06-04T20:28Z 11.7K followers, 14.1K engagements


"@JerryCap Doesn't account for cash drag they don't count committed capital only deployed capital"  
[X Link](https://x.com/DynamicMoats/status/1938232271812890686)  2025-06-26T13:45Z 11.7K followers, [----] engagements


"It is actually different this time"  
[X Link](https://x.com/DynamicMoats/status/1950584848726532165)  2025-07-30T15:50Z 11.7K followers, [----] engagements


"@ContrarianCurse Nvidia was 10x earnings back in 2023"  
[X Link](https://x.com/anyuser/status/1959392078498271715)  2025-08-23T23:07Z 11.7K followers, 10.9K engagements


"Have a company trading for single digit earnings multiple thats going to grow EPS at a 20% cagr thru [----]. High quality biz. Feels extremely good. Underfollowed completely misunderstood good liquidity 1bn mkt cap. Anyone interested in a small writeup"  
[X Link](https://x.com/anyuser/status/2016142806855905551)  2026-01-27T13:34Z 11.7K followers, 18.1K engagements


"Interesting that Paypal was early to merchant site BNPL but turned credit focus to the consumer wallet. Created vacuum for BNPL merchant site opportunities. $PYPL $APT.AX $APT"  
[X Link](https://x.com/DynamicMoats/status/1321694409663094784)  2020-10-29T06:04Z 11.7K followers, [--] engagements


"CoWoS has [--] steps. TSMC will likely keep [--] steps with potential outsourcing to OSATs for #3. OSAT rev/H100 chip potential of $30-50 at 25-30% GM. Best case [--] digit rev potential Doesn't move the needle on E. But the multiples can go anywhere given "AI". $3711.TW $AMKR"  
[X Link](https://x.com/DynamicMoats/status/1684224559149613056)  2023-07-26T15:30Z 11.7K followers, [----] engagements

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