# ![@ElDawg360 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::41536948.png) @ElDawg360 Elliott

Elliott posts on X about $wbd, $abl, $sony, sony the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::41536948/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::41536948/c:line/m:interactions.svg)

- [--] Week [------] -49%
- [--] Month [-------] -94%
- [--] Months [---------] +55,213%
- [--] Year [---------] +34,319%

### Mentions: [--] [#](/creator/twitter::41536948/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::41536948/c:line/m:posts_active.svg)

- [--] Months [--] -33%
- [--] Year [--] -19%

### Followers: [-----] [#](/creator/twitter::41536948/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::41536948/c:line/m:followers.svg)

- [--] Week [---] +1.20%
- [--] Month [---] -2.30%
- [--] Months [---] -3.40%
- [--] Year [---] +62%

### CreatorRank: undefined [#](/creator/twitter::41536948/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::41536948/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [financial services](/list/financial-services)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges) 

**Social topic influence**
[$wbd](/topic/$wbd), [$abl](/topic/$abl), [$sony](/topic/$sony), [sony](/topic/sony), [$6758t](/topic/$6758t), [$apo](/topic/$apo), [$nok](/topic/$nok), [apo](/topic/apo), [$sfm](/topic/$sfm), [inflation](/topic/inflation)

**Top accounts mentioned or mentioned by**
[@blondesnmoney](/creator/undefined) [@pythiar](/creator/undefined) [@logicalthesis](/creator/undefined) [@obscurvaluation](/creator/undefined) [@taobanker](/creator/undefined) [@jbulltard1](/creator/undefined) [@renesellmann](/creator/undefined) [@buycheapnpray](/creator/undefined) [@edark94](/creator/undefined) [@ccmbrett](/creator/undefined) [@larryjamieson](/creator/undefined) [@andrewm61370616](/creator/undefined) [@rebrandasy](/creator/undefined) [@rjrcapital](/creator/undefined) [@equitybrian](/creator/undefined) [@ibuycheapnpray](/creator/undefined) [@capitalmindset](/creator/undefined) [@yoock1234](/creator/undefined) [@robodree](/creator/undefined) [@cj0pp3l](/creator/undefined)

**Top assets mentioned**
[Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Airbloc (ABL)](/topic/$abl) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Nokia Corporation (NOK)](/topic/$nok) [SafeMoon (SFM)](/topic/$sfm) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Basilisk (BSX)](/topic/$bsx) [Mastercard, Inc. (MA)](/topic/$ma) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Corporacion America Airports S.A. (CAAP)](/topic/$caap) [Fidelis Insurance Holdings Limited (FIHL)](/topic/$fihl) [Corebridge Financial, Inc. (CRBG)](/topic/$crbg) [Burford Capital Limited (BUR)](/topic/$bur) [Embraer S.A. (ERJ)](/topic/$erj) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Dream Finders Homes, Inc. (DFH)](/topic/$dfh) [Intel Corporation (INTC)](/topic/$intc) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [AbbVie Inc (ABBV)](/topic/$abbv) [Tesla, Inc. (TSLA)](/topic/$tsla) [Jackson Financial Inc. (JXN)](/topic/$jxn) [NRG Energy Inc (NRG)](/topic/$nrg) [Lumentum Holdings Inc. Common Stock (LITE)](/topic/$lite) [Bio Protocol (BIO)](/topic/$bio) [Metrix Coin (MRX)](/topic/$mrx) [Heroes of NFT (HON)](/topic/$hon) [Patria Investments Ltd. (PAX)](/topic/$pax) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Stellantis N.V. (STLA)](/topic/$stla) [Costco Hot Dog (COST)](/topic/$cost) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Kroger Co (KR)](/topic/$kr) [GXO Logistics, Inc. (GXO)](/topic/$gxo) [Novo-Nordisk (NVO)](/topic/$nvo) [Algonquin Power & Utilities Corp (AQN)](/topic/$aqn) [Carlyle Group, Inc. (CG)](/topic/$cg) [Crowdstrike Holdings Inc (CRWD)](/topic/crowdstrike) [Vixco (VIX)](/topic/$vix) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Acuren Corporation (TIC)](/topic/$tic) [Arbidex (ABX)](/topic/$abx) [Beldex (BDX)](/topic/$bdx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@Alphaseeker841 The Company has a dividend policy on its Series N Non-Voting Common Stock (NYSE: UHAL.B) to pay a quarterly cash dividend of $0.04 per share. The Company does not have a dividend policy on the Voting Common Stock (NYSE:UHAL). Might be it"  
[X Link](https://x.com/ElDawg360/status/1620636612605673474)  2023-02-01T04:14Z [---] followers, [--] engagements


"@PythiaR I bought $amd in 2019/2020 and sold out the majority in [----] and the rest in the past month. Imo $tsm is the best way to play chips moving forward Buffett knew this just didn't have the balls to hold the political risk is overrated"  
[X Link](https://x.com/ElDawg360/status/1661485512715304961)  2023-05-24T21:33Z [--] followers, [--] engagements


"Few interesting things I am watching right now but have no positions $HHC - Ackman & insiders have been buying recently like Ackman will use as a way to list $psh in the US. A deal could be around $90-$110"  
[X Link](https://x.com/ElDawg360/status/1664800249137995781)  2023-06-03T01:04Z [--] followers, [---] engagements


"@hurdle_rate Can't wait to read the $pfg.asx content been holding for quite a while now interested on your thoughts"  
[X Link](https://x.com/ElDawg360/status/1680833294500519936)  2023-07-17T06:54Z [--] followers, [---] engagements


"Some newly listed insurers look interesting on holiday so won't be able to do any proper research but $fihl $hgty and $crbg"  
[X Link](https://x.com/ElDawg360/status/1702606573493956774)  2023-09-15T08:53Z [--] followers, [--] engagements


"What I learned this week. - Ozenpic kills all medical device businesses and supermarkets. - People won't drink $KO or eat $HSY now but will still use influencer products"  
[X Link](https://x.com/ElDawg360/status/1712175006598516964)  2023-10-11T18:35Z [--] followers, [--] engagements


"Even though I'm lagging the market this year I'm happy with how my portfolio is set up moving forward. Built up cash and happy to buy more of everything I own if the opportunity arises. Got a few things I'm watching $axp $dfh $bur $crbg $evo. Maybe $rtx"  
[X Link](https://x.com/ElDawg360/status/1725616467474108650)  2023-11-17T20:46Z [---] followers, [---] engagements


"@AndrewM61370616 iRobot the downside if it does get stopped for some odd reason is probably 50%+. Think there is like an 90% chance it goes through here now"  
[X Link](https://x.com/ElDawg360/status/1728525814361378960)  2023-11-25T21:27Z [--] followers, [--] engagements


"@PythiaR @MRatable Grandma has found wallsteetbets and wants to use her retirement fund"  
[X Link](https://x.com/ElDawg360/status/1736244177716056553)  2023-12-17T04:37Z [--] followers, [---] engagements


"Finished the year up 21.05% Biggest gainers $intc $stla and $pbr.a Biggest losers $swm.ax and $nok Trimmed some winners end of year to build cash up to around 12% going into next year mainly due to expecting a lot more volatility and only a few attractive things on my radar"  
[X Link](https://x.com/ElDawg360/status/1740898721049833665)  2023-12-30T00:52Z [--] followers, [---] engagements


"Anyone find it odd when people post portfolios of $amzn $meta $msft $cost $intu and $ma saying they beat $spy shouldn't you be benchmarking against $qqq"  
[X Link](https://x.com/ElDawg360/status/1744615253454012597)  2024-01-09T07:01Z [---] followers, [--] engagements


"@buccocapital This is why I'm long Abbvie"  
[X Link](https://x.com/ElDawg360/status/1752896427972583788)  2024-02-01T03:27Z [--] followers, [---] engagements


"@jbulltard1 Twotter employees when you insult Elon for his constant trash takes and endless lies on his "free speech platform"  
[X Link](https://x.com/ElDawg360/status/1754398427117662270)  2024-02-05T06:55Z [--] followers, [--] engagements


"@INArteCarloDoss @peitracine @francoisdesmeul Tax cuts coming from new government from April. RBNZ did say that it was a bad idea and was working against their policy"  
[X Link](https://x.com/ElDawg360/status/1756177414072479850)  2024-02-10T04:44Z [--] followers, [--] engagements


"@LogicalThesis My bubble 🚨🚨 go off when I start hearing companies talk about potential TAM influx of IPOs and celebrities shilling products. Chips are a bit frothy in some names"  
[X Link](https://x.com/ElDawg360/status/1756626747574169802)  2024-02-11T10:30Z [--] followers, [---] engagements


"@Rebrand_As_Y This times different we have quality companies like $smci $tsla and $pltr not like back then 🤡"  
[X Link](https://x.com/ElDawg360/status/1760018915537846559)  2024-02-20T19:09Z [--] followers, [---] engagements


"$SFM keeps beating expectations. Management executing extremely well it's now a double for me"  
[X Link](https://x.com/ElDawg360/status/1760793093111193775)  2024-02-22T22:26Z [--] followers, [--] engagements


"Everyone excited over $acic and $btc. While Leon Cooperman and I have been buying $fihl"  
[X Link](https://x.com/ElDawg360/status/1763356513366900981)  2024-03-01T00:12Z [--] followers, [---] engagements


"@nils_petter87 @KaranMGurnani They currently have 5b of FCF but are prioritizing paying off debt. What do you think happens to that money when they have got the debt under control Wall St doesn't like waiting when $WBD starts returning the capital they will get on board"  
[X Link](https://x.com/ElDawg360/status/1765114261574230190)  2024-03-05T20:36Z [--] followers, [--] engagements


"Just finished listening to the Nov call for $abl from Q3 [----] ROE 22% and ROIC 29% currently. Should be able to maintain these levels as they grow. Recently announced 15mil buyback on [---] market cap. More work to do but looks promising with little analyst coverage recent IPO"  
[X Link](https://x.com/ElDawg360/status/1765120779812032725)  2024-03-05T21:02Z [---] followers, [--] engagements


"@calvinfroedge @StealthQE4 They can chuck their cash in money market accounts to get 5% and pretend they are still growing"  
[X Link](https://x.com/ElDawg360/status/1767627237820698661)  2024-03-12T19:02Z [---] followers, [---] engagements


"@RJRCapital Who wants to touch the market with core PCE data coming out on Friday along with JPow talking while the market closed you could get your face ripped off Monday"  
[X Link](https://x.com/ElDawg360/status/1772333480019640488)  2024-03-25T18:43Z [--] followers, [---] engagements


"@market_sleuth @RJRCapital That's true but if core PCE the feds preferred metric comes in hotter he might change his tone slightly from last week"  
[X Link](https://x.com/ElDawg360/status/1772345453020864825)  2024-03-25T19:30Z [--] followers, [--] engagements


"Sold my $intc position after hours my average price was around [--] so made a decent return. The recent $brk letter talking about large CapEx requirements really hits at Intel's effort to catch $tsm. I underestimated how much CapEx would be with inflation over the past [--] months"  
[X Link](https://x.com/ElDawg360/status/1775281206042726734)  2024-04-02T21:56Z [--] followers, [--] engagements


"@Mayhem4Markets Oops I put a [--] instead of a [--] on my 5b limit sell on $spy"  
[X Link](https://x.com/ElDawg360/status/1775951294928445617)  2024-04-04T18:19Z [--] followers, [---] engagements


"@Yessir18914847 @EquityBrian Do you know of any good write-ups on $owl It's come across my radar a few times when looking at asset managers alongside $dbrg"  
[X Link](https://x.com/ElDawg360/status/1777889622368170224)  2024-04-10T02:41Z [--] followers, [---] engagements


"Seriously thinking about buying $aci at this price it trades so cheap. If the merger goes through there is 25%+ upside from here. Downside seems minimal considering it is already trading at a substantial discount to peers. Also happy to hold a grocer if economy slows"  
[X Link](https://x.com/ElDawg360/status/1778511600015880221)  2024-04-11T19:53Z [---] followers, [--] engagements


"@blondesnmoney Insurance has been all my doubles the past [--] months. $acic $jxn and $fihl. $crbg could of been another one but was too slow"  
[X Link](https://x.com/ElDawg360/status/1785750163644092927)  2024-05-01T19:16Z [---] followers, [---] engagements


"@IBuyCheapNPray That's a good idea the monthly interest on my 200k+ at 6.5% is pushing my income tax into a higher bracket can't get around it till I buy but after I do will add physical metals"  
[X Link](https://x.com/ElDawg360/status/1786573480131252440)  2024-05-04T01:48Z [--] followers, [--] engagements


"@IBuyCheapNPray Haha per year not month but interest is paid monthly. I think the combination of physical and ETFs is a good. Gold is pretty easy to sell but other metals not so much at least where I live. Only physical I own is 40g of Perth Mint gold bars from my Grandparents"  
[X Link](https://x.com/ElDawg360/status/1786578117261451291)  2024-05-04T02:06Z [--] followers, [--] engagements


"@AndrewM61370616 @capital_mindset Haven't managed to listen to the call yet but will on my commute feels a bit like $abl with the lack of understanding and coverage. Last estimates I had was 20-23 but have seen people saying high 20s. Personally with insurance I prefer to lean on the conservative side"  
[X Link](https://x.com/ElDawg360/status/1788703536710062330)  2024-05-09T22:52Z [--] followers, [--] engagements


"$sony getting interesting here with or without $para. Main issue previously was lack of capital return to shareholders and unwillingness to do spin offs. Dan Loeb's activist presentation highlighted the value in the SoTP. Spining off financial unit and buyback last year"  
[X Link](https://x.com/ElDawg360/status/1788800587192242256)  2024-05-10T05:17Z [---] followers, [---] engagements


"@Biohazard3737 @TheRoaringKitty He is a Walter Schloss style investor he owns loads of disgustingly cheap stocks with questionable financials on the brink of bankruptcy"  
[X Link](https://x.com/ElDawg360/status/1789875012079386837)  2024-05-13T04:27Z [---] followers, [---] engagements


"Likely going to trim $nrg this week after it's 100%+ in the last [--] months and add to other positions. Need to look at $issc again see what happened with earnings"  
[X Link](https://x.com/ElDawg360/status/1790196477727576496)  2024-05-14T01:44Z [---] followers, [---] engagements


"@YoOck1234 @robodree @robodree not much to add. - HW product margins will align with other products once bought completely in-house during fiscal year [--]. - A few one-off expenses this quarter hurt OCF. OCF should expand over the rest of fiscal [--]. - $6.6 million new sales and backlog $10.4 million"  
[X Link](https://x.com/ElDawg360/status/1790267470814835191)  2024-05-14T06:26Z [---] followers, [--] engagements


"@YoOck1234 @robodree Will buy around current prices I think it will stagnate around here till the margins of HW acquisition start showing"  
[X Link](https://x.com/ElDawg360/status/1790267919370428736)  2024-05-14T06:28Z [---] followers, [--] engagements


"@david_katunaric Unfortunately as long as Simon is CEO doubt funds will touch the stock. Not a good look for ESG funds to hold stock with a CEO who publically makes sexist comments"  
[X Link](https://x.com/ElDawg360/status/1792722565989032421)  2024-05-21T01:02Z [---] followers, [--] engagements


"When all your shitco stocks are down and you try to find a copium reason. In our view the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated the market broadened out and rewarded risk-taking once again. In our view the search for cash and safety in the equity markets today is as intense as that during the Great Depression in the early 1930s. When fear dissipated the market broadened out and rewarded risk-taking once again"  
[X Link](https://x.com/ElDawg360/status/1793828334213939375)  2024-05-24T02:16Z [---] followers, [--] engagements


"@Rebrand_As_Y NBA is fine. These single moments don't decide series always going to mistakes and missed calls"  
[X Link](https://x.com/ElDawg360/status/1795298702376235244)  2024-05-28T03:39Z [---] followers, [--] engagements


"@blondesnmoney Owned this for a while and Hyundai was trading for peanuts end of 2022-2023. You were getting Boston dynamics for essentially 0"  
[X Link](https://x.com/ElDawg360/status/1801718161362063781)  2024-06-14T20:47Z [---] followers, [---] engagements


"Added to $aci for the first time since [----] today. I think even if the deal falls through its undervalued here trading at major discount to peers. Wouldn't be surprised if it was taken private in the future"  
[X Link](https://x.com/ElDawg360/status/1804277441663508915)  2024-06-21T22:17Z [---] followers, [--] engagements


"I think the biggest mistake when looking at large caps like $nke $dis or $pypl is thinking just because they are trading at lower ratios/metrics then what they traded at historically they will return there"  
[X Link](https://x.com/ElDawg360/status/1808052374067728629)  2024-07-02T08:17Z [---] followers, [---] engagements


"Bought more $aci for the first time since I took a position in [----]. While it does have a lot of debt it is undervalued and a good business even if the $kr deal feels through wouldn't be surprised if it gets take private"  
[X Link](https://x.com/ElDawg360/status/1811118427479921015)  2024-07-10T19:20Z [---] followers, [--] engagements


"@ReneSellmann $NRG and $SFM"  
[X Link](https://x.com/ElDawg360/status/1812231849454047656)  2024-07-13T21:05Z [---] followers, [--] engagements


"@bucketshopcap $geo is probably the most Trump stock there is honestly"  
[X Link](https://x.com/ElDawg360/status/1815107683936358501)  2024-07-21T19:32Z [---] followers, [---] engagements


"@CJ0pp3l Only own $gfl"  
[X Link](https://x.com/ElDawg360/status/1817399281818759375)  2024-07-28T03:18Z [---] followers, [---] engagements


"@BuyCheapNPray @ObscurValuation @Edark94 100%. Australia has the right idea 12% employer retirement contributions means the majority of the working class will have ample retirement savings. Plus you can sacrifice your salary to retirement each pay check for a lower tax rate"  
[X Link](https://x.com/ElDawg360/status/1821694894551003156)  2024-08-08T23:48Z [---] followers, [--] engagements


"@BuyCheapNPray @ObscurValuation @Edark94 Forcing people to save is hard. Too many people focused on consumerism and showing off. I used my retirement account to buy my first hone and none of my savings/investments for my deposit took longer than my peers to buy but in a much better financial position than them now"  
[X Link](https://x.com/ElDawg360/status/1821711403633586384)  2024-08-09T00:53Z [---] followers, [--] engagements


"@BuyCheapNPray @ObscurValuation @Edark94 The day I get paid all my salary gets auto sent to accounts for expenses/savings/investments and what is left is my budget to spend. Financial literacy is taught by parents but should be taught at schools big difference between kids who get ahead and those that don't"  
[X Link](https://x.com/ElDawg360/status/1821713915849723949)  2024-08-09T01:03Z [---] followers, [--] engagements


"Big don is back. Too bad he doesn't realise adding a tariff on everything will be inflationary and further pressure on American consumers 😂 Are you better off now than you were when I was president Our economy is shattered. Our border has been erased. We're a nation in decline. Make the American Dream AFFORDABLE again. Make America SAFE again. Make America GREAT Again Are you better off now than you were when I was president Our economy is shattered. Our border has been erased. We're a nation in decline. Make the American Dream AFFORDABLE again. Make America SAFE again. Make America GREAT"  
[X Link](https://x.com/ElDawg360/status/1823151858405306821)  2024-08-13T00:17Z [---] followers, [--] engagements


"@ObscurValuation This is my go to work out at the gym twice a week"  
[X Link](https://x.com/ElDawg360/status/1823440393050186016)  2024-08-13T19:24Z [---] followers, [--] engagements


"@blondesnmoney Yeah everything down 1% or so in my portfolio apart from $lite is up 6.5% on an upgrade and $wbd is a shitco so does the opposite of everything else"  
[X Link](https://x.com/ElDawg360/status/1825984117135052914)  2024-08-20T19:51Z [---] followers, [--] engagements


"@MadsCapital 20%+ of my portfolio is in $fihl $jxn and $crbg"  
[X Link](https://x.com/ElDawg360/status/1829075196046623218)  2024-08-29T08:34Z [--] followers, [---] engagements


"@PythiaR $gme management collecting every cent of retail dollars before retirement"  
[X Link](https://x.com/ElDawg360/status/1833785199743860815)  2024-09-11T08:30Z [---] followers, [---] engagements


"@PythiaR As a oil tourist I made decent returns in $pbr and $pbf but knew my limits and cashed out. Both were trading around a PE of 2-4"  
[X Link](https://x.com/ElDawg360/status/1834518005122031834)  2024-09-13T09:02Z [---] followers, [---] engagements


"@investwithwes1 Some of my best returns are from small caps I have found through a screener then searched the ticker on X/Reddit and found insane deep dives on them with no likes. Agree on larger accounts though"  
[X Link](https://x.com/ElDawg360/status/1834522321698410856)  2024-09-13T09:19Z [---] followers, [--] engagements


"@BichonRedux Need to add $pltr"  
[X Link](https://x.com/ElDawg360/status/1834692146609504507)  2024-09-13T20:34Z [---] followers, [---] engagements


"@EquityBrian Unless the fed cuts again and oil continues to trend up can easily see inflation start to accelerate again"  
[X Link](https://x.com/ElDawg360/status/1842343994124320872)  2024-10-04T23:20Z [---] followers, [--] engagements


"@LogicalThesis Potentially but the fed cutting rates has set an expectation to the market it will continue but with the jobs report and the November CPI to likely show inflation moving up again might make things a bit more complicated not to mention elections"  
[X Link](https://x.com/ElDawg360/status/1842669324378714531)  2024-10-05T20:52Z [---] followers, [--] engagements


"@joecarlsonshow Anyone whose response is just short doesn't really understand how the market works. It's clearly got ahead of itself and is overvalued does that mean it's going to drop 50% No it can go sideways for years till the fundamentals catch up and you underperform the market"  
[X Link](https://x.com/ElDawg360/status/1844490263584178683)  2024-10-10T21:28Z [---] followers, [---] engagements


"@jbulltard1 Meanwhile Uber up 6% after the failed Elmo show"  
[X Link](https://x.com/ElDawg360/status/1844687259850899869)  2024-10-11T10:31Z [---] followers, [----] engagements


"@CCM_Brett Been looking at this I think the share price has mainly been going up a lot as the trading volume has been declining and they have bought back 20% of the outstanding shares in the last 3-4 years"  
[X Link](https://x.com/ElDawg360/status/1846272755727323420)  2024-10-15T19:31Z [---] followers, [--] engagements


"@CCM_Brett Not to mention they have been executing and beating expectations constantly"  
[X Link](https://x.com/ElDawg360/status/1846272924510232714)  2024-10-15T19:32Z [---] followers, [--] engagements


"I don't invest based on macro but a few things I keep at eye on that usually put pressure on equities are seemingly being ignored. [--] year is up over 12% in the last month and USD breaking out higher while gold is also rallying. Feels like we are setting up for a big move"  
[X Link](https://x.com/ElDawg360/status/1846986801002827809)  2024-10-17T18:49Z [---] followers, [--] engagements


"S @chamath strikes again who would of thought his follow up from SPACs would be kids lunches. Elderly next Nice Nice"  
[X Link](https://x.com/ElDawg360/status/1848155952262029522)  2024-10-21T00:14Z [---] followers, [--] engagements


"@Larryjamieson_ Think the only correct take for thinking $goog is cheap right now is that if broken up the individual parts are cheap"  
[X Link](https://x.com/ElDawg360/status/1849248950613864841)  2024-10-24T00:38Z [---] followers, [----] engagements


"If $TSLA can clear this $270 resistance I think it goes to $1000 in pretty short order. I still maintain this will be in the top [--] largest companies by value in the next few years. It is a core bet in The Exponentialst portfolio along with GMI and RV Pro Macro. Let's see. https://t.co/Pd7EskQh8d If $TSLA can clear this $270 resistance I think it goes to $1000 in pretty short order. I still maintain this will be in the top [--] largest companies by value in the next few years. It is a core bet in The Exponentialst portfolio along with GMI and RV Pro Macro. Let's see. https://t.co/Pd7EskQh8d"  
[X Link](https://x.com/ElDawg360/status/1849543295283888591)  2024-10-24T20:07Z [---] followers, [--] engagements


"@benbstwits What about $CNQ Not as cheap but you get better capital allocators. Personally don't own any but looking to buy a bit cheaper"  
[X Link](https://x.com/ElDawg360/status/1849982701195182511)  2024-10-26T01:13Z [---] followers, [--] engagements


"@RTelford_invest I owned $apps to a [--] bagger and sold out at [--] bagger learnt that lesson quickly no reason not to trim and take profits especially when the market gets ahead of the fundamentals"  
[X Link](https://x.com/ElDawg360/status/1857594359891497412)  2024-11-16T01:19Z [---] followers, [--] engagements


"@NewcomerInvest See no reason to take profits business has so many tailwinds my average price is [--] and would happily average up if we get any sizeable pullback"  
[X Link](https://x.com/ElDawg360/status/1862232360831656239)  2024-11-28T20:29Z [--] followers, [---] engagements


"@henrywinter @talkSPORT As an Arsenal fan Salah is just straight better. Saka is young and will hopefully continue to improve each year and reach Salah's level"  
[X Link](https://x.com/ElDawg360/status/1863145251709587753)  2024-12-01T08:56Z [---] followers, [---] engagements


"@TikTokInvestors Crazy how delusional you can get huffing others dudes sweaty ball sacks living together"  
[X Link](https://x.com/ElDawg360/status/1863424261161185448)  2024-12-02T03:25Z [---] followers, [---] engagements


"@dalibali2 Another bout of inflation and the bottom 50% will be on the European diet replacing meals with a cigarette and coffee"  
[X Link](https://x.com/ElDawg360/status/1863424845884854719)  2024-12-02T03:27Z [---] followers, [---] engagements


"@AlohaOasis @capital_mindset Azure at Microsoft was started with Balmer at the helm and the move to a subscription model which was also a big success. It's hard to give him too much credit but I do think the current CEO has had some big tailwinds from things Balmer started"  
[X Link](https://x.com/ElDawg360/status/1863754516090507456)  2024-12-03T01:17Z [--] followers, [--] engagements


"Not surprised Kroger and Albertson's deal blocked but on current valuation Albertson's is almost definitely going to be bought by private equity"  
[X Link](https://x.com/ElDawg360/status/1866582628226507124)  2024-12-10T20:35Z [--] followers, [--] engagements


"@LogicalThesis The nail for me was the complaint about getting locked in David Sacks office like really you writing a post about forgetting your phone and walking into a fake entrance 😂"  
[X Link](https://x.com/ElDawg360/status/1867371067523940383)  2024-12-13T00:48Z [--] followers, [---] engagements


"Who could of seen this sell off coming. On that note I'm done for the year. Trimmed November and start of December bought Vix calls as they were dirt cheap sold them today"  
[X Link](https://x.com/ElDawg360/status/1869488150864871545)  2024-12-18T21:01Z [--] followers, [--] engagements


"Stocks starting to look interesting from my watchlist $CP $ZTS $DFH and $GXO. All have short term headwinds. $CP - trump tariffs and rising costs from recent union agreement probably been over punished especially considering acquisition of KC"  
[X Link](https://x.com/ElDawg360/status/1869817909062824337)  2024-12-19T18:51Z [---] followers, [---] engagements


"$GXO - CEO resignation and board rejected buyout stock. Trading at forward PE of [--] vs previous levels of 15-20 growth unchanged. $ZTS - animal pharma monopoly. Librela drug issue $DFH - Small homebuilder well run copying NVR model strong management but industry headwinds"  
[X Link](https://x.com/ElDawg360/status/1869820427981459569)  2024-12-19T19:01Z [---] followers, [---] engagements


"@finding_value_ $nvo still expensive if you want exposure $amgn seems like the better opportunity"  
[X Link](https://x.com/ElDawg360/status/1870193312331903125)  2024-12-20T19:43Z [---] followers, [---] engagements


"@finding_value_ Fair enough the margin/growth profile of $amgn will change once they rollout their weight loss drug it's not part of their numbers at all right now as it still needs approval. I guess if you want exposure now $nvo is definitely better than $lly"  
[X Link](https://x.com/ElDawg360/status/1870201159115518128)  2024-12-20T20:14Z [--] followers, [---] engagements


"@blondesnmoney Could probably do it on 3mil but would still probably work [--] days as I actually like my job and the people there then have two days to focus on hobbies"  
[X Link](https://x.com/ElDawg360/status/1870568565180674099)  2024-12-21T20:34Z [--] followers, [---] engagements


"@DRGinvests $SFM $KPG.AX and $NRG"  
[X Link](https://x.com/ElDawg360/status/1872533501406511302)  2024-12-27T06:42Z [--] followers, [---] engagements


"@ChrisBloomstran Won't hold $brk cause Apple is overvalued but holds $cost"  
[X Link](https://x.com/ElDawg360/status/1873476627302322484)  2024-12-29T21:10Z [--] followers, [---] engagements


"Opened a few positions today on stocks I've been tracking for 12-18 months. $abl - Post acquisition slump currently at 10x earnings with earning expected to grow 60% in [----] and 40% in [----]. Lots of acquisition targets in the space and likely done raising capital"  
[X Link](https://x.com/ElDawg360/status/1877815007670382982)  2025-01-10T20:29Z [---] followers, [---] engagements


"Watching $aqn here. Expecting they will cut or reduce the dividend so will see a final wash next earnings as dividend investors go. Reduced CapEx from renewable port means they should be able to grow FCF like $nrg. Renewable sale done would like them to keep Hydro but unlikely"  
[X Link](https://x.com/ElDawg360/status/1878879877560172996)  2025-01-13T19:00Z [---] followers, [---] engagements


"@12K_to_1million Agreed on all points for the thesis on $ABL I'm excited to see how this evolves over the years I think the most underrated part of the thesis is the long runway lack of competition and how much cash their core business can produce FCF"  
[X Link](https://x.com/ElDawg360/status/1879314933944602739)  2025-01-14T23:49Z [---] followers, [---] engagements


"Career grifter who is backed by other grifters Musk Scamath etc. launches shitcoin to scam followers everyone"  
[X Link](https://x.com/ElDawg360/status/1880830177787494738)  2025-01-19T04:10Z [---] followers, [--] engagements


"@jbulltard1 My favorite was blocking iRobot but allowing Activision when you really think about that it's completely wild"  
[X Link](https://x.com/ElDawg360/status/1881406981334061132)  2025-01-20T18:22Z [---] followers, [--] engagements


"I'm seriously looking at $AQN and $AES at current prices both stocks are around their Covid lows but management on both sides making decisions I'm not a fan of. I wouldn't be surprised to see one of them taken out in the next [--] months"  
[X Link](https://x.com/ElDawg360/status/1882130648032551356)  2025-01-22T18:18Z [---] followers, [---] engagements


"Slowly selling my $kpg.ax shares this week and will be completely out by the end of next week. The share price has completely disconnected from fundamentals at this point"  
[X Link](https://x.com/ElDawg360/status/1884786958318391454)  2025-01-30T02:13Z [---] followers, [---] engagements


"Been long $nok since the end of [----] admittedly I was too early in the turn around and it's been a weight on performance. Initial thesis was selling underperforming units and expanding margins/FCF with declining revenue underestimated the telecom spending slowdown. Nokia Q4 [--] Earnings - Adjusted EPS: EUR [----] (est EUR 0.13) - Net Sales: EUR 5.98B (est EUR 5.74B) - Adjusted Operating Profit: EUR 1.14B (est EUR 962.1M) - Full-Year Dividend/Share: EUR [----] (est EUR 0.14) - Sees FY25 Adjusted Oper Profit: EUR 1.9B to EUR 2.4B (est EUR 2.25B) Nokia Q4 [--] Earnings - Adjusted EPS: EUR [----] (est EUR"  
[X Link](https://x.com/ElDawg360/status/1884865362392686790)  2025-01-30T07:24Z [---] followers, [---] engagements


"@Larryjamieson_ Rather sell early than end up losing all the gains and going negative like all the people who held $docu $zm $apps or the [----] bubble. Rule number [--] is never lose money"  
[X Link](https://x.com/ElDawg360/status/1885146917308686544)  2025-01-31T02:03Z [---] followers, [--] engagements


"@PythiaR Not sure on your take here maybe Canada alone can't do much but if Trump puts tariffs on Canada Mexico and Europe collectively it will push the West against the US"  
[X Link](https://x.com/ElDawg360/status/1885476880872333524)  2025-01-31T23:54Z [---] followers, [---] engagements


"@blondesnmoney Don't worry just wait [--] days so we can do it all again. It's not about Fentanyl that's just the only clause in the trade agreement he could use as an excuse to put them on"  
[X Link](https://x.com/ElDawg360/status/1886556454771130509)  2025-02-03T23:24Z [---] followers, [---] engagements


"Is there any chance in [----] that $BIO doesn't acquire the remaining ownership in $SRT when the Trust expires Even looking from an optimistic view on $BIO paying off debt/building cash to [----] it would be a struggle to finance it"  
[X Link](https://x.com/ElDawg360/status/1894927588298289330)  2025-02-27T01:48Z [---] followers, [---] engagements


"@FirstSquawk Yeah sure it will Tariffs on building materials will definitely help the housing market 🤡"  
[X Link](https://x.com/ElDawg360/status/1895569186770075771)  2025-02-28T20:18Z [---] followers, [---] engagements


"$TEVA looks like a decent long here good pipeline lots of growth in current portfolio and opportunities for generics on some blockbuster drugs hitting patent cliffs. Same thing holding me back as last year management seem to have a real talent for getting into legal trouble"  
[X Link](https://x.com/ElDawg360/status/1895575227431862625)  2025-02-28T20:42Z [---] followers, [---] engagements


"@blondesnmoney Agreed $fihl $nok and $erj all up"  
[X Link](https://x.com/ElDawg360/status/1896686950016565341)  2025-03-03T22:19Z [---] followers, [---] engagements


"All the private credit boys going down 4%+ on these red days $apo $ares $cg $kkr $owl is there real danger here Or will these be decent buys again at some point"  
[X Link](https://x.com/ElDawg360/status/1897717330073075996)  2025-03-06T18:34Z [---] followers, [----] engagements


"@TomSmith839 Thoughts on $cg Seems to be losing share across the board and over reliant on the IPO market turning around but valuation looks attractive vs peers"  
[X Link](https://x.com/ElDawg360/status/1898102352852476358)  2025-03-07T20:04Z [---] followers, [--] engagements


"@blondesnmoney Owned a bunch since [----] and topped up around $18 during $kr merger. Knew it would fail but realistically it's not going to drop below 6x"  
[X Link](https://x.com/ElDawg360/status/1898150734149173409)  2025-03-07T23:16Z [---] followers, [---] engagements


"@vdmandele @blondesnmoney Personally going to continue holding $JXN too they still have [---] left in the current buyback. Lowest estimate for returns to shareholders for [--] is 700m. 300m for dividends and the rest will likely be buybacks still seems pretty good relative to other opportunities now"  
[X Link](https://x.com/ElDawg360/status/1899226275568652460)  2025-03-10T22:30Z [---] followers, [--] engagements


"@LogicalThesis Nice one I'm up 0.5% includes -1.5% from FX still got a lot of cash and bought $teva on the most recent dip in the 14s"  
[X Link](https://x.com/ElDawg360/status/1900654705480433747)  2025-03-14T21:06Z [---] followers, [--] engagements


"@blondesnmoney @InvestorMexican SFM is expensive think he has owned it for a while and trimmed it quite a bit as it was a much larger position The case for still holding SFM is they have the best management in the sector and bought back 15% if shares in the last five years and will continue to do so"  
[X Link](https://x.com/ElDawg360/status/1910817048898527737)  2025-04-11T22:07Z [---] followers, [--] engagements


"@CJ0pp3l Five years on $SFM but I halved the position end of last year still 8% or so"  
[X Link](https://x.com/ElDawg360/status/1910993891064725916)  2025-04-12T09:50Z [---] followers, [---] engagements


"There is no accountability for stupid posts it's gone too far we need presidential authority on this ASAP There is no Fed accountability. Fed sets its own inflation target and its own timeline to achieve it. It decides its own employment target and balances its mandates by its own values. The wide discretion is a shield to accountability. Presidential accountability may be better. There is no Fed accountability. Fed sets its own inflation target and its own timeline to achieve it. It decides its own employment target and balances its mandates by its own values. The wide discretion is a shield"  
[X Link](https://x.com/ElDawg360/status/1912766918932803832)  2025-04-17T07:15Z [---] followers, [--] engagements


"@gurgavin Honestly just take $intc private for everyones sake"  
[X Link](https://x.com/ElDawg360/status/1918769415316984048)  2025-05-03T20:47Z [---] followers, [---] engagements


"All YTD activity bought $MRX $ABL $TEVA plus added to $GEHC near the April lows. Sold off $MFT.NZ yesterday. Sold $CUBI $STLA (last 10% of position) and $KPG in Feb/March 15% cash. Bearish 2H25 will start to see slowdown after frontrunning tariffs and deal pumps run out"  
[X Link](https://x.com/ElDawg360/status/1920914364678197252)  2025-05-09T18:50Z [---] followers, [---] engagements


"I'm so ready for tariffs with China to only be 60% #artofthedeal"  
[X Link](https://x.com/ElDawg360/status/1921786209719726282)  2025-05-12T04:35Z [---] followers, [--] engagements


"The $nrg chart is a reminder why I give myself three years in most cases to let a thesis play out"  
[X Link](https://x.com/ElDawg360/status/1922002690361397637)  2025-05-12T18:55Z [---] followers, [---] engagements


"Read the $ABL report revised filings and watched this video Main points come back to research from competitor Coventry against Lapetus would watch the video for more detail. Most of other bits disproven below by TD leaning towards nothing burger. https://www.youtube.com/watchv=-xwCWTM33VY&t=2s&ab_channel=jonmains https://www.youtube.com/watchv=-xwCWTM33VY&t=2s&ab_channel=jonmains"  
[X Link](https://x.com/ElDawg360/status/1930490792940024154)  2025-06-05T05:04Z [---] followers, [----] engagements


"Much stronger response Morpheus history shows a lack of credibility only [--] of their reports hitting in the past which was a piggyback off a Hindenburg connection. I didn't buy more $abl directly but added to my $pac.ax position instead which has 20% BV in $ABL and warrants. Abacus $ABL Refutes Misleading Balance Sheet Claims With Independent Third-Party Actuarial Valuation Our shareholders have been subjected to a false and uninformed short attack. The short seller's report published on June [--] [----] makes two key allegations: first that Abacus Abacus $ABL Refutes Misleading Balance Sheet"  
[X Link](https://x.com/ElDawg360/status/1932517740096729202)  2025-06-10T19:18Z [---] followers, [---] engagements


"@victaurs Biggest issue with stablecoins is trust people trust Visa AmEx and MasterCard alot of people don't trust anything crypto related. I think businesses like Western Union etc are ripe for stablecoin though"  
[X Link](https://x.com/ElDawg360/status/1934132312524177709)  2025-06-15T06:14Z [---] followers, [---] engagements


"@Larryjamieson_ At least in Australia they means test the pension in New Zealand everyone gets in no matter their assets or income at the age of [--]. Our boomers are well and truly pulling up the ladder behind them after getting free university and rent to buy housing from the government"  
[X Link](https://x.com/ElDawg360/status/1935560179841728531)  2025-06-19T04:48Z [---] followers, [---] engagements


"@blondesnmoney $hims bagholders coming into your comments"  
[X Link](https://x.com/ElDawg360/status/1937611010195751343)  2025-06-24T20:37Z [---] followers, [---] engagements


"@FilupT @finphysnerd I use sharesight covers global markets and integrates with pretty much all brokers"  
[X Link](https://x.com/ElDawg360/status/1937725793528087152)  2025-06-25T04:13Z [---] followers, [--] engagements


"@taobanker If I was going to buy a pharma large cap right now it would be $regn but I can't buy any more Pharma for my portfolio right now after I loaded up on $teva during the trade war dip in April and have owned $abbv for years now who imo have the best management in the space"  
[X Link](https://x.com/ElDawg360/status/1938007235701117391)  2025-06-25T22:51Z [---] followers, [--] engagements


"Me calling Milei after doubling my $bur position last week"  
[X Link](https://x.com/ElDawg360/status/1939772737444323341)  2025-06-30T19:47Z [---] followers, [----] engagements


"Well my initial inclination was correct. For reference Alan and Coventry have a colorful past including being charged with what they are accusing $ABL of. https://finance.yahoo.com/news/abacus-global-management-sues-coventry-201000985.html https://g.co/gemini/share/fc1743a97cab https://finance.yahoo.com/news/abacus-global-management-sues-coventry-201000985.html https://g.co/gemini/share/fc1743a97cab"  
[X Link](https://x.com/ElDawg360/status/1940356682523308468)  2025-07-02T10:27Z [---] followers, [---] engagements


"@finphysnerd @SimplerInvestor I live in NZ and never really paid much attention to them. Apart from a few successes in the sector from PE buyouts the retirement sector as a whole and the poster child Ryman have been a disaster for local investors"  
[X Link](https://x.com/ElDawg360/status/1940945301394894908)  2025-07-04T01:26Z [---] followers, [--] engagements


"Started new position in $caap today valuation 10-12x forward earnings vs peers around 18-24x. Obviously location of airports and Balance sheet differences but imo main reason for the lower valuation vs peers is the lack of capital allocation policy love them to ramp buybacks"  
[X Link](https://x.com/ElDawg360/status/1943768136114946124)  2025-07-11T20:23Z [---] followers, [---] engagements


"@realroseceline Gets what A prize for baiting interactions 20-25T for robotics is a complete 🤡 take"  
[X Link](https://x.com/ElDawg360/status/1946749008036376790)  2025-07-20T01:48Z [---] followers, [--] engagements


"@zoomyzoomm Because it will likely be a low margin business why is it not a race to the bottom type if business"  
[X Link](https://x.com/ElDawg360/status/1947174346856055279)  2025-07-21T05:58Z [---] followers, [--] engagements


"@zoomyzoomm Ride hailing is different as there is a person driving that at the end of the day needs a livable wage to survive which stops it being a race to the bottom. Think the main benefactors of self driving will be whoever licences the software to car manufacturers/Uber"  
[X Link](https://x.com/ElDawg360/status/1947187355322089938)  2025-07-21T06:50Z [---] followers, [--] engagements


"@ReturnsJourney Wasn't the play $amtm"  
[X Link](https://x.com/ElDawg360/status/1948128985369739770)  2025-07-23T21:11Z [---] followers, [---] engagements


"Let me correct that for you. " My investment firm is proud to announce we are retarded." My investment firm was proud to bring this federal lawsuit against Jerome Powell. We will not sit idly by and allow Powell's Federal Reserve to undermine the duly elected President of the United States and hurt millions of Americans with their artificially high interest rates. My investment firm was proud to bring this federal lawsuit against Jerome Powell. We will not sit idly by and allow Powell's Federal Reserve to undermine the duly elected President of the United States and hurt millions of Americans"  
[X Link](https://x.com/ElDawg360/status/1949693444978536745)  2025-07-28T04:48Z [---] followers, [--] engagements


"@always_invest Done something similar since end of April. Sold my basket of banks I had held from the whole SVB situation and a few other stocks that ran hot. Concentrated into my longer thesis stocks and loaded my cash into $sgov"  
[X Link](https://x.com/ElDawg360/status/1950645130589073830)  2025-07-30T19:50Z [---] followers, [--] engagements


"$MRX I own a small position 2% but it's quite fun uploading short reports and getting AI to explain or dispute them. For example they hit the market making rebuttal on the head $MRX deals with large commodity contracts not algorithmic trading. https://g.co/gemini/share/d1f694b892f6 https://g.co/gemini/share/d1f694b892f6"  
[X Link](https://x.com/ElDawg360/status/1952943864203100281)  2025-08-06T04:04Z [---] followers, [----] engagements


"There are shades here and price points for building inhouse solutions. My work place replaced intercom and twilio for their own solutions. Meanwhile software like Netsuite Slack Okta and Crowdstrike are never going to be worthwhile. The first narrative to die was Google search would be killed by ChatGPT. The next narrative to die is AI kills software applications. You're not going to vibe-code your way to replacing enterprise-grade software applications with years of UI refinement consistent structure The first narrative to die was Google search would be killed by ChatGPT. The next narrative"  
[X Link](https://x.com/ElDawg360/status/1954308169876038025)  2025-08-09T22:25Z [---] followers, [---] engagements


"@PythiaR I'm not bearish software but certain software can be easily replaced like Intercom Twilio Asana. But software like Okta Crowdstrike Netsuite Salesforce probably not"  
[X Link](https://x.com/ElDawg360/status/1955720937707634770)  2025-08-13T19:59Z [---] followers, [----] engagements


"@marcotomasrodr @ReneSellmann I would be careful with them honestly good luck. https://www.fma.govt.nz/news/all-releases/media-releases/tiger-brokers-to-pay-900000-penalty/ https://www.fma.govt.nz/news/all-releases/media-releases/tiger-brokers-to-pay-900000-penalty/"  
[X Link](https://x.com/ElDawg360/status/1961932572516291031)  2025-08-30T23:22Z [---] followers, [---] engagements


"Selling half from $nok shares here average price was $4.14. I saw a pathway to $7+ before tariffs but things have got murky. Selling on the upgrade it still could work out in the next 12-24 months but I have better ideas and want to raise cash"  
[X Link](https://x.com/ElDawg360/status/1963687433012150743)  2025-09-04T19:35Z [---] followers, [---] engagements


"Tempted to sell my $wbd shares after being such a drag on my portfolio to now being up 100%. But I need to see what the offer is plus would be surprised if there is no competition for the assets feels like waiting is the better choice right now"  
[X Link](https://x.com/ElDawg360/status/1966580094631051398)  2025-09-12T19:10Z [---] followers, [---] engagements


"@taobanker Looks like the $wbd chart honestly lol"  
[X Link](https://x.com/ElDawg360/status/1968953437325848882)  2025-09-19T08:20Z [---] followers, [---] engagements


"Random question. If you were in your 30s and could pay your mortgage off by [--] but not add more capital to your personal portfolio for 5-6 years. You can keep your personal portfolio as of now plus are still adding to your pension each paycheck to be debt free at [--] would you yes no yes no"  
[X Link](https://x.com/ElDawg360/status/1969671685034119423)  2025-09-21T07:54Z [---] followers, [--] engagements


"@BrokenMoats Really you have an issue with Jack out of everything He is possibly the best grocery operator CEO in the world"  
[X Link](https://x.com/ElDawg360/status/1971505642490986614)  2025-09-26T09:22Z [---] followers, [--] engagements


"@andrew1corpora1 @taobanker I sold the majority of my $wbd but kept my cost basis although I will sell the rest this week if the deal falls through it could easily tumble back under [--] and I expect the offer to be 25-30 max. I'm building a position in $hon I think there is a lot of value in the spinoff"  
[X Link](https://x.com/ElDawg360/status/1972429102629224550)  2025-09-28T22:31Z [---] followers, [---] engagements


"Well sold those $vix [--] calls this morning thank you Ronald Mc Donald and Winnie the Pooh"  
[X Link](https://x.com/ElDawg360/status/1976713864357331181)  2025-10-10T18:18Z [---] followers, [--] engagements


"I really fumbled after taking my $vix [--] call profits and not rolling some of the profit to 25s and a small amount into longer dated 30s. I knew we were going to see elevated levels as per my post on the 11th of Oct"  
[X Link](https://x.com/ElDawg360/status/1978940057974354376)  2025-10-16T21:44Z [---] followers, [--] engagements


"@ifurniturenz Yup I'm long Brazil I think they are in a unique spot to benefit from new US global policy when Trump comes in. I own $erj and $pbra. Vale is probably a decent bet but I try to avoid metals outside of my circle. Also looking at $itub"  
[X Link](https://x.com/ElDawg360/status/1874167790556635451)  2024-12-31T18:56Z [---] followers, [---] engagements


"Really glad I doubled down on $abl and $pac.ax over the past few months"  
[X Link](https://x.com/ElDawg360/status/1986941485321998675)  2025-11-07T23:39Z [---] followers, [---] engagements


"@theallinpod @chamath You forgot shorting Visa and Mastercard for Block Paypal and SOFI would of been great"  
[X Link](https://x.com/ElDawg360/status/1489122756801138689)  2022-02-03T06:25Z [---] followers, [--] engagements


"$jpm shorting regionals and scooping them up for nothing with the FDIC backstopping them from losses. $pacw $wal and soon to be $mcb"  
[X Link](https://x.com/ElDawg360/status/1653870209550393345)  2023-05-03T21:12Z [---] followers, [---] engagements


"@sinstockpapi Followed this one a bit as was owned by $boc. Been on my watchlist but homebuilders have been running all year"  
[X Link](https://x.com/ElDawg360/status/1705766968320766291)  2023-09-24T02:11Z [---] followers, [---] engagements


"Personally think if you want exposure to $baba etc. You might as well own something like $kweb or $emf"  
[X Link](https://x.com/ElDawg360/status/1725224692213301729)  2023-11-16T18:49Z [---] followers, [---] engagements


"Started scaling into $bur and increased position in $tigo. Looking at $evotec I might start a small position but would be speculative limited to [--] or 3%"  
[X Link](https://x.com/ElDawg360/status/1747693409861853582)  2024-01-17T18:52Z [---] followers, [---] engagements


"@blondesnmoney I actually fantasize about when I almost bought $wing under $70 but my limit order was off a few cents and then never got it's obviously insanely priced but would of been an insane trade over a few years"  
[X Link](https://x.com/ElDawg360/status/1893037123692880247)  2025-02-21T20:36Z [---] followers, [--] engagements


"@FishtownCap I mean he said himself the CapEx investment in their heavy physical asset businesses would be a headwind due to the increased cost from inflation a few quarters ago and for Investors to be wary"  
[X Link](https://x.com/ElDawg360/status/1893387325385650608)  2025-02-22T19:48Z [---] followers, [--] engagements


"@KarstResearch @blondesnmoney @brokedlmao Thoughts on this Read it just before and seems valid that they will likely struggle over the next [--] months https://x.com/CedarReseach/status/1919846767480226060 Here is our report on Hamilton Insurance Group $HG and why we maintain a (negative) outlook https://t.co/8ruKmSgy0p https://t.co/IxKdB8emWW https://x.com/CedarReseach/status/1919846767480226060 Here is our report on Hamilton Insurance Group $HG and why we maintain a (negative) outlook https://t.co/8ruKmSgy0p https://t.co/IxKdB8emWW"  
[X Link](https://x.com/ElDawg360/status/1919911970226225614)  2025-05-07T00:27Z [---] followers, [---] engagements


"@SFarringtonBKC Got a few positions $erj 9% $Pax 5% and a 4% position in $pbr.a"  
[X Link](https://x.com/ElDawg360/status/1964577954236944764)  2025-09-07T06:34Z [---] followers, [---] engagements


"Decided to take my profits in $wbd today leaving my cost basis to ride it out. Added a bit to $caap $mrx and $hon"  
[X Link](https://x.com/ElDawg360/status/1969202128133468315)  2025-09-20T00:49Z [---] followers, [---] engagements


"@taobanker I took profits on the other half today with buys around $3-4 other half I sold early to buy $hon. Still has upside imo my fair value is around $7.50 by [----] with minimal re-rating"  
[X Link](https://x.com/ElDawg360/status/1981443685792567751)  2025-10-23T19:32Z [---] followers, [--] engagements


"@ShmuelDGoldberg @JMihaljevic @yoavzel I think it's mainly two things. - Argentina Fiscal situation - $Bur released realistic timelines regarding YPF https://investors.burfordcapital.com/news/news-details/2025/Burford-Capital-YPF-Matter-Update/default.aspx https://investors.burfordcapital.com/news/news-details/2025/Burford-Capital-YPF-Matter-Update/default.aspx"  
[X Link](https://x.com/ElDawg360/status/1981462086879498710)  2025-10-23T20:45Z [---] followers, [---] engagements


"@blondesnmoney Been buying $CAAP instead was stupid cheap under [--] for what the business is"  
[X Link](https://x.com/ElDawg360/status/1982903209258823984)  2025-10-27T20:12Z [---] followers, [---] engagements


"Well I sold $nok early didn't have $nvda investing 1b in my assumptions 😂"  
[X Link](https://x.com/ElDawg360/status/1983233610347139376)  2025-10-28T18:05Z [---] followers, [--] engagements


"$sfm really got hit. Listened to the earning call and seems like the main reason for the drop is they are going to struggle to beat comps the next few quarters as they did so well last year. Company still doing well and got a 1b buyback they said they would be using aggressively"  
[X Link](https://x.com/ElDawg360/status/1983698720454828314)  2025-10-30T00:53Z [---] followers, [---] engagements


"Sold second half of my $wbd position I don't see the offer going higher than 25-27 and moved the funds into $igic"  
[X Link](https://x.com/ElDawg360/status/1984340663375446320)  2025-10-31T19:24Z [---] followers, [---] engagements


"@bennpeifert What do you mean new Elon is identical"  
[X Link](https://x.com/ElDawg360/status/1985061130583367783)  2025-11-02T19:07Z [---] followers, 85.9K engagements


"@sean91237 @JuiFen11 @bennpeifert He is still a sociopathic liar and grifter doesn't matter if he did something it's built on grift and lies just like Altman"  
[X Link](https://x.com/ElDawg360/status/1985105758451859469)  2025-11-02T22:04Z [---] followers, [--] engagements


"@KennethDredd If you bet on his other big ideas such as short visa and MasterCard and long fintech you would be bankrupt"  
[X Link](https://x.com/ElDawg360/status/1990130395573268776)  2025-11-16T18:50Z [---] followers, [----] engagements


"Since I don't think I'll beat this by year end here is my biggest fumble of the year $lite I still managed to sell at a double in less than [--] months so not overly guttered"  
[X Link](https://x.com/anyuser/status/1998466816298160511)  2025-12-09T18:56Z [---] followers, [---] engagements


"@CedarStResearch @TribeRuffner From what I heard he invests small amounts into everything he preaches and then posts 10x gains without the dollar values and never talks about the other stuff again"  
[X Link](https://x.com/ElDawg360/status/2010829524712271935)  2026-01-12T21:41Z [---] followers, [--] engagements


"@CCM_Brett If you look outside of the US it's not the points you have now at risk. They will reduce the accumulation per $ spent and cash backs rates"  
[X Link](https://x.com/ElDawg360/status/2011158210150088895)  2026-01-13T19:27Z [---] followers, [--] engagements


"@ReneSellmann They have the best new sign up rewards but it is more set up as a trading platform than an investment platform"  
[X Link](https://x.com/ElDawg360/status/2011158564967268822)  2026-01-13T19:29Z [---] followers, [---] engagements


"@LukeWolgram @compoundpapi Honestly the smarter thing to do after hitting 2m is just work part time to cover expenses and let it compound. That's my plan anyway"  
[X Link](https://x.com/ElDawg360/status/2016230577842913646)  2026-01-27T19:23Z [---] followers, [--] engagements


"@long_equity For NZ/Aus I would add $EBOS"  
[X Link](https://x.com/ElDawg360/status/1627074243224817668)  2023-02-18T22:35Z [---] followers, [---] engagements


"@ToffCap $abbv and $ift.nz both bought around [----] and grown into large positions. Was $mft.nz but getting crushed this year bought at a similar time"  
[X Link](https://x.com/ElDawg360/status/1720141486006895002)  2023-11-02T18:11Z [---] followers, [---] engagements


"Anyone know of any write ups on $erj Embraer S.A"  
[X Link](https://x.com/ElDawg360/status/1856416819663515864)  2024-11-12T19:20Z [---] followers, [---] engagements


"@blondesnmoney I looked into it end of December but didn't like that 60% of business is from contract with $cba.ax no word on the deal. It is cheap still with minimal value placed on future earnings/growth. Divi+special and now buyback might start a small pos and if deal is signed increase"  
[X Link](https://x.com/ElDawg360/status/1894247350585160103)  2025-02-25T04:45Z [---] followers, [---] engagements


"@rhunterh Ah yes Chamath is such an expert. "Chamath Palihapitiya has predicted that traditional payment processors like Visa Inc and Mastercard Inc will lose out to emerging crypto projects in 2022" 🤡🤡🤡🤡"  
[X Link](https://x.com/ElDawg360/status/1928990550390100306)  2025-06-01T01:42Z [---] followers, [---] engagements


"Found this [----] report from $ptm.ax unwinding their Apple position if they didn't sell any positions from this quarter they would of outperformed the market even with American Airlines and Delta essentially going to [--] look at their share price today"  
[X Link](https://x.com/ElDawg360/status/1959363937490940115)  2025-08-23T21:15Z [---] followers, [---] engagements


"$abl https://web.quartr.com/pressreleases/2314309 https://web.quartr.com/pressreleases/2314309"  
[X Link](https://x.com/ElDawg360/status/1963036467011453151)  2025-09-03T00:28Z [---] followers, [---] engagements


"@sidecarcap Yep not only not good ideas by others but little or no mentions on X or value investors club. $sfm jxn nrg. Funny thing is they all screened well on certain metrics which is how I found them"  
[X Link](https://x.com/ElDawg360/status/2004673101079216211)  2025-12-26T21:58Z [---] followers, [---] engagements


"2025 I had the lowest activity since I started investing in [----]. I added $caap and $teva to the portfolio increased $abx and sold $wbd & $nok. Happy with portfolio for [----] only looking to sell 1/2 positions add to current positions on weakness. Looking at $dfm $sony & $tic"  
[X Link](https://x.com/anyuser/status/2008630655920508961)  2026-01-06T20:04Z [---] followers, [---] engagements


"Made a few changes since the start of the year to set up for [----]. Added $SONY and $APO as new positions added to $REPYY and sold $ACI. Will mainly be adding to holdings this year but will add a healthcare position researching $BDX $BSX $BIO $DSKNKY $TWST"  
[X Link](https://x.com/anyuser/status/2014812172040470994)  2026-01-23T21:27Z [---] followers, [---] engagements


"Added to $apo and $bn today. $pax and $bx earnings already released doesn't support the current narrative"  
[X Link](https://x.com/anyuser/status/2018765264813453544)  2026-02-03T19:15Z [---] followers, [---] engagements


"This is one of the reasons on the recent sell off I bought $APO even if we assume software isn't dead do you want to risk it getting re-rated in the long term from AI and be the bag holder There's a BBG article going around where APO's John Zito told a group of investors last fall the real risk is is software dead" Apollo was clearly ahead of the curve here. There's a BBG article going around where APO's John Zito told a group of investors last fall the real risk is is software dead" Apollo was clearly ahead of the curve here"  
[X Link](https://x.com/anyuser/status/2019180457196417039)  2026-02-04T22:45Z [---] followers, [---] engagements


"I've been buying $sony past few weeks slowly building a position. Happy with earnings memory prices are going to be a headwind for [----] as secured supply for the current year my base case out to [----] is around $45 a share with I&SS market share near 50% and no PS6 exit 20x PE"  
[X Link](https://x.com/anyuser/status/2019483010115203452)  2026-02-05T18:47Z [---] followers, [---] engagements


"YTD -2.77% with -1.95% from currency. I'm 5% cash now used 2% the last few weeks. I'm mainly looking to add to current positions but looking at healthcare $bsx or $twst and researching $dsnky"  
[X Link](https://x.com/anyuser/status/2019519865032503659)  2026-02-05T21:13Z [---] followers, [---] engagements


"$sfm sell off is wild company has still got massive buybacks running still. Suspect the persistent selling is mainly people who bought under [--] and are selling now before it round trips. Wouldn't be surprised to see this pop massively from earnings"  
[X Link](https://x.com/anyuser/status/2021298571505447225)  2026-02-10T19:01Z [---] followers, [---] engagements


"@long_equity Mainfreight fisher paykel infratil and fonterra based purely on quality"  
[X Link](https://x.com/ElDawg360/status/1900675940075905286)  2025-03-14T22:30Z [---] followers, [---] engagements


"Sold out of $bax on the bounce today pretty brutal loss down 30% on the position. The recovery won't happen till [----] and right now I would rather have the cash still looking at healthcare names to replace us as I have zero exposure to devices leaning $bsx but [----] looks muted"  
[X Link](https://x.com/anyuser/status/2022427838264283602)  2026-02-13T21:49Z [---] followers, [---] engagements


"Sold out of $bax on the bounce today pretty brutal loss down 30% on the position. The recovery won't happen till [----] and right now I would rather have the cash still looking at healthcare names to replace us as I have zero exposure to devices leaning $bsx but [----] looks muted"  
[X Link](https://x.com/anyuser/status/2022427838264283602)  2026-02-13T21:49Z [---] followers, [---] engagements


"$sfm sell off is wild company has still got massive buybacks running still. Suspect the persistent selling is mainly people who bought under [--] and are selling now before it round trips. Wouldn't be surprised to see this pop massively from earnings"  
[X Link](https://x.com/anyuser/status/2021298571505447225)  2026-02-10T19:01Z [---] followers, [---] engagements


"YTD -2.77% with -1.95% from currency. I'm 5% cash now used 2% the last few weeks. I'm mainly looking to add to current positions but looking at healthcare $bsx or $twst and researching $dsnky"  
[X Link](https://x.com/anyuser/status/2019519865032503659)  2026-02-05T21:13Z [---] followers, [---] engagements


"I've been buying $sony past few weeks slowly building a position. Happy with earnings memory prices are going to be a headwind for [----] as secured supply for the current year my base case out to [----] is around $45 a share with I&SS market share near 50% and no PS6 exit 20x PE"  
[X Link](https://x.com/anyuser/status/2019483010115203452)  2026-02-05T18:47Z [---] followers, [---] engagements


"Usually I would buy the dip in a few names on a day like this but with the large caps selling off it's going to continue to drag everything else down. The next real earnings that can move the market is $nvda"  
[X Link](https://x.com/anyuser/status/2019479840592916595)  2026-02-05T18:34Z [---] followers, [--] engagements


"This is one of the reasons on the recent sell off I bought $APO even if we assume software isn't dead do you want to risk it getting re-rated in the long term from AI and be the bag holder There's a BBG article going around where APO's John Zito told a group of investors last fall the real risk is is software dead" Apollo was clearly ahead of the curve here. There's a BBG article going around where APO's John Zito told a group of investors last fall the real risk is is software dead" Apollo was clearly ahead of the curve here"  
[X Link](https://x.com/anyuser/status/2019180457196417039)  2026-02-04T22:45Z [---] followers, [---] engagements


"There's a BBG article going around where APO's John Zito told a group of investors last fall the real risk is is software dead" Apollo was clearly ahead of the curve here. Apollo is getting bearish Software. Apollo's private credit funds started the year with 20% software exposure and have cut exposure by almost half with goals of being 10% $APO recently closed shorts against Internet Brands SonicWall and Perforce Apollo is getting bearish Software. Apollo's private credit funds started the year with 20% software exposure and have cut exposure by almost half with goals of being 10% $APO"  
[X Link](https://x.com/anyuser/status/2019174365456425261)  2026-02-04T22:20Z 210.2K followers, 75.2K engagements


"Added to $apo and $bn today. $pax and $bx earnings already released doesn't support the current narrative"  
[X Link](https://x.com/anyuser/status/2018765264813453544)  2026-02-03T19:15Z [---] followers, [---] engagements


"This might be the most copium quarter for $tsla investors. Elmo lost the car market failed at robotaxis revenue declining transforming factories that he spent billions on for cars that no one wants to try build robots (that no one wants)"  
[X Link](https://x.com/anyuser/status/2016706841460568250)  2026-01-29T02:55Z [---] followers, [---] engagements


"Talking to a travel agent yesterday about how many people are travelling to the US now vs prior years. They said bookings to America made up 25% of all bookings five years ago and now it's under 5%. Not sure about the global trend but must be hurting the tourism industry"  
[X Link](https://x.com/anyuser/status/2015165703503147148)  2026-01-24T20:51Z [---] followers, [--] engagements


"Made a few changes since the start of the year to set up for [----]. Added $SONY and $APO as new positions added to $REPYY and sold $ACI. Will mainly be adding to holdings this year but will add a healthcare position researching $BDX $BSX $BIO $DSKNKY $TWST"  
[X Link](https://x.com/anyuser/status/2014812172040470994)  2026-01-23T21:27Z [---] followers, [---] engagements


"RT @chasedownleads: Forced to work until age [--] Tragic This is the what happens when dont build your own streams of passive income"  
[X Link](https://x.com/anyuser/status/2011863432912650649)  2026-01-15T18:09Z [---] followers, [----] engagements


"Forced to work until age [--] Tragic This is the what happens when dont build your own streams of passive income BREAKING 🚨 WARREN BUFFET HAS OFFICIALLY STEPPED DOWN AS CEO OF BERKSHIRE HATHAWAY AT AGE [--] https://t.co/Fui78GMwAj BREAKING 🚨 WARREN BUFFET HAS OFFICIALLY STEPPED DOWN AS CEO OF BERKSHIRE HATHAWAY AT AGE [--] https://t.co/Fui78GMwAj"  
[X Link](https://x.com/anyuser/status/2011607280094159211)  2026-01-15T01:12Z 150.7K followers, 873.9K engagements


"BREAKING 🚨 WARREN BUFFET HAS OFFICIALLY STEPPED DOWN AS CEO OF BERKSHIRE HATHAWAY AT AGE 95"  
[X Link](https://x.com/anyuser/status/1963341105677664287)  2025-09-03T20:39Z 710.9K followers, 994.7K engagements


"Politics doesn't impact on my investing decisions but it is getting hard to ignore in the US right now. If the US continues on the current track I can see investors deciding that the US doesn't deserve as large of a premium to the rest of the world"  
[X Link](https://x.com/anyuser/status/2010834068758282429)  2026-01-12T21:59Z [---] followers, [--] engagements

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