# ![@IchLerne2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1274276381422125056.png) @IchLerne2 Ich Lerne

Ich Lerne posts on X about $pypl, $3765t, $khrn, $gungf the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1274276381422125056/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1274276381422125056/c:line/m:interactions.svg)

- [--] Week [-----] +13%
- [--] Month [------] +174%
- [--] Months [------] +3,288%
- [--] Year [------] +380%

### Mentions: [--] [#](/creator/twitter::1274276381422125056/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1274276381422125056/c:line/m:posts_active.svg)

- [--] Months [---] +37%
- [--] Year [---] +118%

### Followers: [------] [#](/creator/twitter::1274276381422125056/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1274276381422125056/c:line/m:followers.svg)

- [--] Week [---] +1.80%
- [--] Month [---] +5.50%
- [--] Months [---] +4.70%
- [--] Year [---] +8.10%

### CreatorRank: [---------] [#](/creator/twitter::1274276381422125056/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1274276381422125056/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$pypl](/topic/$pypl), [$3765t](/topic/$3765t), [$khrn](/topic/$khrn), [$gungf](/topic/$gungf), [$grvy](/topic/$grvy), [$cdrwa](/topic/$cdrwa), [debt](/topic/debt), [$adbe](/topic/$adbe), [$nvo](/topic/$nvo), [$bti](/topic/$bti)

**Top accounts mentioned or mentioned by**
[@tobaccoinsider](/creator/undefined) [@bruuntonny](/creator/undefined) [@leevalueroach](/creator/undefined) [@cstewartcfa](/creator/undefined) [@alwaysinvest](/creator/undefined) [@khironlife](/creator/undefined) [@clearlymillion](/creator/undefined) [@researchpulse1](/creator/undefined) [@petitpro19](/creator/undefined) [@arkalos77](/creator/undefined) [@hatedmoats](/creator/undefined) [@ccmbrett](/creator/undefined) [@sinstockpapi](/creator/undefined) [@suericgp](/creator/undefined) [@gunghoamerica](/creator/undefined) [@juanrodrig07](/creator/undefined) [@deepicevalue](/creator/undefined) [@investseekers](/creator/undefined) [@fluentinquality](/creator/undefined) [@spicyoffiziell](/creator/undefined)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Novo-Nordisk (NVO)](/topic/$nvo) [British American Tobacco (BTI)](/topic/$bti) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Philip Morris International Inc. (PM)](/topic/$pm) [Intel Corporation (INTC)](/topic/$intc) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [AT&T Inc. (T)](/topic/$t) [Alibaba Group (BABA)](/topic/$baba) [Booking Holdings Inc (BKNG)](/topic/$bkng) [DisChain (DIS)](/topic/$dis) [Match Group Inc (MTCH)](/topic/$mtch) [Apple, Inc. (AAPL)](/topic/$aapl) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Verizon Communications Inc. (VZ)](/topic/$vz) [Eli Lilly and Company (LLY)](/topic/$lly) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Altria Group Inc (MO)](/topic/$mo) [Microsoft Corp. (MSFT)](/topic/$msft) [Taiwan Semiconductor (TSM)](/topic/$tsm) [American Express Company (AXP)](/topic/$axp) [CVS Health Corp (CVS)](/topic/cvs) [Netflix Inc (NFLX)](/topic/$nflx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [S&P Global Inc (SPGI)](/topic/$spgi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$KHRN $PCLO que viva #BREAKING New draft #cannabis legislation published by the Colombian government this week will allow for flower exports following requests from domestic producers opening the door for exports to Europe and neighboring markets. https://t.co/DbfUVgo3FD https://t.co/J8Vu9SNOXL #BREAKING New draft #cannabis legislation published by the Colombian government this week will allow for flower exports following requests from domestic producers opening the door for exports to Europe and neighboring markets. https://t.co/DbfUVgo3FD https://t.co/J8Vu9SNOXL"  
[X Link](https://x.com/IchLerne2/status/1364196920101646338)  2021-02-23T12:54Z [---] followers, [--] engagements


"@CUUVETTE350 Thanks for sharing good luck to $ICAN looks like a experienced guy. What would be major catalysts for the growth New markets M&A"  
[X Link](https://x.com/IchLerne2/status/1366387689449279499)  2021-03-01T13:59Z [---] followers, [--] engagements


"$VLNS $LABS $NEPT"  
[X Link](https://x.com/IchLerne2/status/1367195160585633796)  2021-03-03T19:28Z [---] followers, [--] engagements


"@jfruel1962 @tenemos_pais @todd_harrison $PCLO has MC of [---] m CAD any guesstimate how much revenue could they generate in each of these 36k locations Thanks 🙏 IMHO not so much concerned about #CBD export but #THC cud have regulations barriers. Being psycho active. #THC would resist commoditisation"  
[X Link](https://x.com/IchLerne2/status/1367378449644544000)  2021-03-04T07:36Z [---] followers, [--] engagements


"@TheDeepDive_ca $MSOS #MSOGang $TCNNF $GTIBF $CURA $CRLBF $AYR-A.CN @theparentcom $GRAMu interesting summary https://youtu.be/TutRpoeO740 https://youtu.be/TutRpoeO740"  
[X Link](https://x.com/IchLerne2/status/1368530219804598274)  2021-03-07T11:53Z [---] followers, [--] engagements


"$GTII $GTIBF Man I love how these MSOs are quickly and efficiently shutting down short reports/ hit jobs Compared to $APHA rebuttal coming Wednesday that came months later very half assed & responded nothing is off the table when asked if they would get bought out after a 67% drop. Man I love how these MSOs are quickly and efficiently shutting down short reports/ hit jobs Compared to $APHA rebuttal coming Wednesday that came months later very half assed & responded nothing is off the table when asked if they would get bought out after a 67% drop"  
[X Link](https://x.com/IchLerne2/status/1377284103448449029)  2021-03-31T15:38Z [---] followers, [--] engagements


"$GTIBF $GTII $MSOS We call is Roll-Thru. Opening day at Rise Meadville. Patients in Pennsylvania are coming to Find Their Rythm. The menu is 🔥 🔥 @risecannabis #56 If you build it they will come. https://t.co/Dok0gCgb4q We call is Roll-Thru. Opening day at Rise Meadville. Patients in Pennsylvania are coming to Find Their Rythm. The menu is 🔥 🔥 @risecannabis #56 If you build it they will come. https://t.co/Dok0gCgb4q"  
[X Link](https://x.com/IchLerne2/status/1377284388589821956)  2021-03-31T15:39Z [---] followers, [--] engagements


"$KHRN $CLVR $PCLO Mexico legalization *%&$ show as usual. Stopped caring [--] years ago. Mexico legalization *%&$ show as usual. Stopped caring [--] years ago"  
[X Link](https://x.com/IchLerne2/status/1380131330231578624)  2021-04-08T12:12Z [---] followers, [--] engagements


"$GTII $GTIBF $MSOS Green Thumb is planting a flag at a former federal prison in NY. From incarceration to employment = full circle. We will create hundreds of jobs generate a lot of vital tax revenue enable well-being and remove peoples assumptions on cannabis. https://t.co/cLYkJjMbNc Green Thumb is planting a flag at a former federal prison in NY. From incarceration to employment = full circle. We will create hundreds of jobs generate a lot of vital tax revenue enable well-being and remove peoples assumptions on cannabis. https://t.co/cLYkJjMbNc"  
[X Link](https://x.com/IchLerne2/status/1380396244007325697)  2021-04-09T05:44Z [---] followers, [--] engagements


"$GTII $GTIBF $MSOS"  
[X Link](https://x.com/IchLerne2/status/1384547725493088257)  2021-04-20T16:41Z [---] followers, [--] engagements


"$KHRN new clinic "Zerenia" in Barranquilla Colombia https://www.facebook.com/clinicazerenia/photos/296939921803125 https://www.facebook.com/clinicazerenia/photos/296939921803125"  
[X Link](https://x.com/IchLerne2/status/1388055306014441472)  2021-04-30T08:59Z [---] followers, [--] engagements


"$KHRN new clinic "Zerenia" in Pereira Colombia https://www.facebook.com/clinicazerenia/photos/283194303177687 https://www.facebook.com/clinicazerenia/photos/283194303177687"  
[X Link](https://x.com/IchLerne2/status/1388056677665189889)  2021-04-30T09:04Z [---] followers, [--] engagements


"$KHRN new clinic "Zerenia" in Bucaramanga Colombia https://www.facebook.com/clinicazerenia/photos/279655116864939 https://www.facebook.com/clinicazerenia/photos/279655116864939"  
[X Link](https://x.com/IchLerne2/status/1388057083216547848)  2021-04-30T09:06Z [---] followers, [--] engagements


"$KHRN new clinic "Zerenia" in Cali Colombia https://www.facebook.com/clinicazerenia/photos/273817820782002 https://www.facebook.com/clinicazerenia/photos/273817820782002"  
[X Link](https://x.com/IchLerne2/status/1388057291363061765)  2021-04-30T09:07Z [---] followers, [--] engagements


"@WizardOfWeedSt $KHRN [----] OCF ( Cashburn) CAD [-----] M Cash equivalents CAD [----] M Total liabilities CAD [----] M [--] M Warrant @ [---] = [--] % Dilution for CAD [--] M"  
[X Link](https://x.com/IchLerne2/status/1388122633691140097)  2021-04-30T13:26Z [---] followers, [--] engagements


"@WizardOfWeedSt $KHRN [----] Medical Cannabis Rev CAD [----] M @ [----] prescriptions in Latin America i.e. [--] CAD/prescription "135% more prescriptions (13395 ) in Q1 [----] than in all of 2020" i.e. Q1 Medical Cannabis Rev est CAD [----] M (high growth sector) = CAD [---] M yearly runrate"  
[X Link](https://x.com/IchLerne2/status/1388128431846604807)  2021-04-30T13:49Z [---] followers, [--] engagements


"$KHRN [----] medical revenue est 1) @ 100% qoq growth [--] m CAD 2) @ [--] % qoq growth [--] m CAD 3) @ [--] % qoq growth [--] m CAD Service revunes + wellness could be same @ [---] m CAD Rev [--] est s : 1) [--] 2) [----] 3) [----] MC : [--] M CAD P/s21 1) [--] 2) [---] 3) 6.7"  
[X Link](https://x.com/IchLerne2/status/1388425800748261376)  2021-05-01T09:31Z [---] followers, [--] engagements


"$KHRN [--] to [--] % dilution every year due to "Share-based compensation" [----] even with 100%qoq growth of med. cann. would not break even"  
[X Link](https://x.com/IchLerne2/status/1388431985056657412)  2021-05-01T09:55Z [---] followers, [--] engagements


"$KHRN with clinics in Bogota Cali Medellin Barranquilla Bucaramanga Pereira and Armenia 30% of Colombian population is served"  
[X Link](https://x.com/IchLerne2/status/1388433496222404612)  2021-05-01T10:01Z [---] followers, [--] engagements


"$PCLO @PharmaCieloCol "The Company had cash and cash equivalents of $8.9 million as at December [--] 2020" FY [----] Net loss $44 million Adj EBITDA loss $23.5 million https://www.newswire.ca/news-releases/pharmacielo-announces-financial-results-for-the-fourth-quarter-and-fiscal-year-ended-december-31-2020-800478967.html https://www.newswire.ca/news-releases/pharmacielo-announces-financial-results-for-the-fourth-quarter-and-fiscal-year-ended-december-31-2020-800478967.html"  
[X Link](https://x.com/IchLerne2/status/1389266853130870794)  2021-05-03T17:13Z [---] followers, [--] engagements


"$TCNNF $GTIBF $CRLBF $CURLF"  
[X Link](https://x.com/IchLerne2/status/1389825800447447040)  2021-05-05T06:14Z [---] followers, [--] engagements


"@peaceeeee2020 @BettingBruiser will all due respects to @KhironLife $KHRN still has to complete the execution with their Zerenia Clinics roll out. They seem promising hoping for the best"  
[X Link](https://x.com/IchLerne2/status/1391767698917494794)  2021-05-10T14:50Z [---] followers, [--] engagements


"@tenemos_pais @ChrisSc16558515 @junglejava1 I am not judgemental of the original shareholders. Someone who invested at ATH has more than 80% of his capital wiped out. $KHRN has "future". Growth is wonderful just don't overpay for that"  
[X Link](https://x.com/IchLerne2/status/1398210675428691968)  2021-05-28T09:32Z [---] followers, [--] engagements


"@WizardOfWeedSt $KHRN Actuals: Q1 Med Cann Rev CAD [----] M @ over [----] prescriptions i.e. CAD [--] /presc Q1 Medical Cannabis Rev est CAD [----] M (high growth sector) CAD [----] M Y runrate Q1 Net loss [---] M more [--] M/Q Rev for break even i.e. [--] K more presc/Q i.e. 10x presc for b-even"  
[X Link](https://x.com/IchLerne2/status/1398215608223813636)  2021-05-28T09:52Z [---] followers, [--] engagements


"@ClearlyMillion @Petitpro19 $KHRN Actuals: Q1 Med Cann Rev CAD [----] M @ over [----] prescriptions i.e. CAD [--] /presc Q1 Medical Cannabis Rev est CAD [----] M (high growth sector) CAD [----] M Y runrate Q1 Net loss [---] M more [--] M/Q Rev for break even i.e. [--] K more presc/Q i.e. 10x presc for b-even"  
[X Link](https://x.com/IchLerne2/status/1398215752285630465)  2021-05-28T09:53Z [---] followers, [--] engagements


"@WizardOfWeedSt They would need to grow presc. [--] % qoq to reach the break even after one year. $KHRN did grow +100& qoq this quarter but would be interesting to see if they can maintain this rate. Disclaimer: it's just a simple back of enevelop math and no financial advice :)"  
[X Link](https://x.com/IchLerne2/status/1398220710431145985)  2021-05-28T10:12Z [---] followers, [--] engagements


"Ibagu CO seems to be a new addition also @KhironLife mentioning new $KHRN JV clinic in Peru with montesur clinica. Mex n Brasil Perhaps not in q2"  
[X Link](https://x.com/IchLerne2/status/1398559734278541312)  2021-05-29T08:39Z [---] followers, [--] engagements


"@WizardOfWeedSt In conf call $KHRN also estimating [--] quarters more to reach "cash flow neutrality""  
[X Link](https://x.com/IchLerne2/status/1398560134125789185)  2021-05-29T08:41Z [---] followers, [--] engagements


"@ClearlyMillion @WizardOfWeedSt Because of balance sheet issue there may be some capital raise this year. Last year $KHRN did dilution @ [----] CAD with [----] warrants. Would it intresting to see if @khironlife can get same or better price this year. Or some big player takes them over"  
[X Link](https://x.com/IchLerne2/status/1399237365718192129)  2021-05-31T05:32Z [---] followers, [--] engagements


"@ClearlyMillion @Petitpro19 $KHRN 10% of med cann rev i.e. [-----] M was from sales to Europe in Q2 this trippled in Quantity. .168 M from Europe. If Colom med sales increase by 40% i.e. .7 M that wud be total med .87 M. Break-even still many quarters ahead"  
[X Link](https://x.com/IchLerne2/status/1402765330619977737)  2021-06-09T23:11Z [---] followers, [--] engagements


"StoneBridge Partners LLC propaganda for $KHRN for [----] $/month [--] Reasons Khirons Current Business Strategy Could Disrupt The Global Medical Cannabis Market $KHRN $KHRNF https://t.co/gHlzb4yJvJ [--] Reasons Khirons Current Business Strategy Could Disrupt The Global Medical Cannabis Market $KHRN $KHRNF https://t.co/gHlzb4yJvJ"  
[X Link](https://x.com/IchLerne2/status/1406314330942017543)  2021-06-19T18:13Z [---] followers, [--] engagements


"@peaceeeee2020 @rivers_kim I much as as I respect Alvaro $KHRN is still cash flow negative he said they would still need a year to stop burning cash. I am hoping for their success"  
[X Link](https://x.com/IchLerne2/status/1410523587564523521)  2021-07-01T09:00Z [---] followers, [--] engagements


"@ByDHTaylor I would agree and disagree with you. I see pros and cons for tier1 tier2 and tier3. Peter Lynch always asked investors to be careful with "long shots". I know many who have got burnt by $HALO $AGEEF"  
[X Link](https://x.com/IchLerne2/status/1410894066280185860)  2021-07-02T09:32Z [---] followers, [--] engagements


"@ClearlyMillion @Petitpro19 $KHRN selling more 27M STOCKS @.45 CAD [--] M CAD i.e. [--] % dilution with another [--] m warrants at .75 CAD. They should be selling more Pot and not Shares🙈. with so much cash burn in [----] it was a writing on the wall. I would not be surprised it it dips more long shots"  
[X Link](https://x.com/IchLerne2/status/1412486976998150147)  2021-07-06T19:01Z [---] followers, [--] engagements


"@ClearlyMillion @Petitpro19 $KHRN has [---] M OCF in Q1/21 at that rate this would last [--] 1/2 Quarters. Hopefully @KhironLife Can somehow increase the pot sales"  
[X Link](https://x.com/IchLerne2/status/1412491424059301900)  2021-07-06T19:19Z [---] followers, [--] engagements


"@stockape1 @pangea_observer @ClearlyMillion @Petitpro19 @KhironLife The sentiment is very negative because $KHRN keeps on burning cash and diluting shareholders. Even as per @KhironLife it will take one year to break even. Expect another round of dilution"  
[X Link](https://x.com/IchLerne2/status/1416323755761184771)  2021-07-17T09:07Z [---] followers, [--] engagements


"@pangea_observer @stockape1 @RickyMa69293042 @ClearlyMillion @Petitpro19 @KhironLife $KHRN spends [--] million CAD a quarter on "corporate governence" when the company is burning [--] Million a quarter then shareholders would look critically the expenses"  
[X Link](https://x.com/IchLerne2/status/1416696557739589632)  2021-07-18T09:49Z [---] followers, [--] engagements


"@ClearlyMillion @Petitpro19 @KhironLife $KHRN 1H/21 OCF is [-----] M meaning that Q2/21 had only OCF of [----] M much less than Q1 OCF of -8M hopefully they keep on burning less and less cash with every Quarter"  
[X Link](https://x.com/IchLerne2/status/1433528193894412288)  2021-09-02T20:32Z [---] followers, [--] engagements


"@ClearlyMillion @Petitpro19 @KhironLife From march to june cash of $KHRN decreased from [----] m to [---] m i.e. only a cash burn of [----] m compared to Q1 of [---] m"  
[X Link](https://x.com/IchLerne2/status/1440345125830348814)  2021-09-21T16:00Z [---] followers, [--] engagements


"@ClearlyMillion @Petitpro19 @KhironLife with capital raise of [----] $KHRN has 20m in cash. If they just burn 3m a quarter should be sufficient until next year when as per @KhironLife profitability will be reached"  
[X Link](https://x.com/IchLerne2/status/1440346400156307464)  2021-09-21T16:05Z [---] followers, [--] engagements


"$GTII $GTIBF"  
[X Link](https://x.com/IchLerne2/status/1440622373011484676)  2021-09-22T10:21Z [---] followers, [--] engagements


"$ARYWF #florida #margincompression Tuesday is a good day to stock up on Flower. We got you covered with 30% off. https://t.co/UGpxZcZ5qq Tuesday is a good day to stock up on Flower. We got you covered with 30% off. https://t.co/UGpxZcZ5qq"  
[X Link](https://x.com/IchLerne2/status/1440624445274476553)  2021-09-22T10:30Z [---] followers, [--] engagements


"with that $KHRN has EV is [--] M CAD as of today. on 2021-09-13 the CEO bought [-----] shares ($14900 CAD) to increase his share count to [------] ( [------] CAD ) or [--] % of all (179M) shares"  
[X Link](https://x.com/IchLerne2/status/1441796552142438400)  2021-09-25T16:07Z [---] followers, [--] engagements


"@Puff_Daddy_Jr So $HRVSF sold the license and production /cultivation But not the stores Am i right"  
[X Link](https://x.com/IchLerne2/status/1443798024086454272)  2021-10-01T04:40Z [---] followers, [--] engagements


"$ATVI $AYRWF $DN $KHRN"  
[X Link](https://x.com/IchLerne2/status/1443805856106090496)  2021-10-01T05:11Z [---] followers, [--] engagements


"$KHRN $KHRNF general growth reported( looks less worst) but still unclear how much cash was burnt in Q3 /21 Q2 they had net loss of [--] M CAD on a MC of [--] M that is huge let wait how for the income statement of Q3 Khiron reports medical cannabis prescription growth in South America and Europe $KHRN $KHRNF https://t.co/8qyxmRB4ai Khiron reports medical cannabis prescription growth in South America and Europe $KHRN $KHRNF https://t.co/8qyxmRB4ai"  
[X Link](https://x.com/IchLerne2/status/1445033323076587522)  2021-10-04T14:29Z [---] followers, [--] engagements


"$TCNNF $GTIBF Friendly reminder if Trulieve rerates to Green Thumb [----] sales multiple it is a $65 stock. Friendly reminder if Trulieve rerates to Green Thumb [----] sales multiple it is a $65 stock"  
[X Link](https://x.com/IchLerne2/status/1445066538734653441)  2021-10-04T16:41Z [---] followers, [--] engagements


"@Dfabian21 I would expect a bit of margin compression may be a bit in Q3 (competition in #florida and lower scaling effect in other jurisdictions) and another [---] bps in Q4(merging $HRVSF low margins with $TRUL margins) let us wait and watch"  
[X Link](https://x.com/IchLerne2/status/1445347290600804355)  2021-10-05T11:17Z [---] followers, [--] engagements


"Khiron Life Sciences $KHRN $KHRNF $A2JMZC Benzinga Cannabis Capital Co. via @YouTube https://youtu.be/7vVsa4rhL3s https://youtu.be/7vVsa4rhL3s"  
[X Link](https://x.com/IchLerne2/status/1450549463928524806)  2021-10-19T19:48Z [---] followers, [--] engagements


"@stockape1 @YouTube $KHRNF a cheap undervalued long shot stock still long but foreseeable road to profitability. biggest risk I see is in [--] to [--] months.if $KHRN does dilution at these levels ( they still have cash to burn ) shareholders will be burnt"  
[X Link](https://x.com/IchLerne2/status/1454107853262925825)  2021-10-29T15:28Z [---] followers, [--] engagements


"@KhironLife in last benziga conf. told that $KHRN will not be diluted for at least "next couple of months" MC 45.67M with [--] M of cash as on July [----] assume cash burn till now 5M. so EV [--] M CAD. fair Management keeps burning gross profits with corporate expense $KHRN $KHRNF general growth reported( looks less worst) but still unclear how much cash was burnt in Q3 /21 Q2 they had net loss of [--] M CAD on a MC of [--] M that is huge let wait how for the income statement of Q3 $KHRN $KHRNF general growth reported( looks less worst) but still unclear how much cash was burnt in Q3 /21 Q2 they had"  
[X Link](https://x.com/IchLerne2/status/1455161196508758016)  2021-11-01T13:13Z [---] followers, [--] engagements


"atleast $KHRN is honest about their losses $KHRNF is "adjusting" 1m of dilution through SBC every quarter. i.e. every quarter the management takes 2% of the company from current shareholders"  
[X Link](https://x.com/IchLerne2/status/1455165926194692100)  2021-11-01T13:32Z [---] followers, [--] engagements


"$KHRN spent 1m i.e. a significant portion of Q2 cash burn on "Corporate governance""  
[X Link](https://x.com/IchLerne2/status/1455168180649926668)  2021-11-01T13:41Z [---] followers, [--] engagements


"@StonardPeter @Sayshu_MM $PLNHF just bought a #Florida license from $HARV for 55m. hopefully they are not too late to the party. even $CCWHF makes lots of revenue from #California but almost no aEBITDA"  
[X Link](https://x.com/IchLerne2/status/1457976639493656587)  2021-11-09T07:41Z [---] followers, [--] engagements


"$GLD breakout of 1830ish Resistance Gold is $1851.09/ozt @ 16:00 UTC. 24H change: +$27.09 (+1.49%) #GOLD $XAU $XAUUSD Gold is $1851.09/ozt @ 16:00 UTC. 24H change: +$27.09 (+1.49%) #GOLD $XAU $XAUUSD"  
[X Link](https://x.com/IchLerne2/status/1458467571108392971)  2021-11-10T16:12Z [---] followers, [--] engagements


"$GLD trying to break out of resistance 1830ish"  
[X Link](https://x.com/IchLerne2/status/1458547346950836225)  2021-11-10T21:29Z [---] followers, [--] engagements


"@ccinvest2 @GoofyGoober_GG @Puff_Daddy_Jr $TRUL has [--] m shorted shares With [---] m total thats huge And even lesser free"  
[X Link](https://x.com/IchLerne2/status/1461054739060297732)  2021-11-17T19:32Z [---] followers, [--] engagements


"$TCNNF $GTIBF $TRUL $GTII JIT = Just in time management Note I didn't include CL because they haven't released full fins. GTI and TRUL stand out here- relatively low inventory for companies of their size (meaning they are selling most of what they produce) and they are paying their taxes Makes current cash flow even more impressive Note I didn't include CL because they haven't released full fins. GTI and TRUL stand out here- relatively low inventory for companies of their size (meaning they are selling most of what they produce) and they are paying their taxes Makes current cash flow even"  
[X Link](https://x.com/IchLerne2/status/1461278591887589380)  2021-11-18T10:22Z [---] followers, [--] engagements


"$GTII $GTIBF Green Thumb Industries: -Inventory Q4 2020: $69.5M -Inventory Q3 2021: $92.98M :) -Income Tax Payable: $260k :) -Deferred tax liability: $79.5M Green Thumb Industries: -Inventory Q4 2020: $69.5M -Inventory Q3 2021: $92.98M :) -Income Tax Payable: $260k :) -Deferred tax liability: $79.5M"  
[X Link](https://x.com/IchLerne2/status/1461279021392662529)  2021-11-18T10:24Z [---] followers, [--] engagements


"$TCNNF $VRNOF $CRLBF $AYRWF $ccwhf"  
[X Link](https://x.com/IchLerne2/status/1461287580838907907)  2021-11-18T10:58Z [---] followers, [--] engagements


"$KHRN did burn some of that cash in Q3. CAD 15.4m remaining at end of Q3/21 Really scary if $KHRN dilutes at [----] CAD Last capital raise was at [----] ( with free warrants at 0.75)"  
[X Link](https://x.com/IchLerne2/status/1462968737120849924)  2021-11-23T02:18Z [---] followers, [--] engagements


"Last [--] months $KHRN burned CAD 15.8m cash they had on [--]. Sept 15.3m cash. $KHRNF s Gross profits are increasing little by little. Wud if interesting to see when would be next dilution. Pessimistic Q1/22 Optimistic Q3/22"  
[X Link](https://x.com/IchLerne2/status/1463210517514891267)  2021-11-23T18:19Z [---] followers, [--] engagements


"$KHRN tangible share holder equity CAD 36m [---] m shares @ .23 CAD MC(price) [--] m Price/tang equity = [----] After more cash burn and depreciation/ amortization execpt $KHRNF ratio to be 2"  
[X Link](https://x.com/IchLerne2/status/1463212847987576836)  2021-11-23T18:28Z [---] followers, [--] engagements


"Still $KHRN Q3 opex was 6.4m compared to GP 1.7m Op loss of 6.4-1.7 = [---] m for Q3 With cash of 15.3m expect more stock issuance in [----] to keep the lights on. Great story but the survival / thriving of $KHRNF DEPENDS on capital markets"  
[X Link](https://x.com/IchLerne2/status/1463216347954008070)  2021-11-23T18:42Z [---] followers, [--] engagements


"@ClearlyMillion @Petitpro19 @KhironLife 1st [--] Qs OCF [-----] so Q3 cash burn for $KHRN was 5m"  
[X Link](https://x.com/IchLerne2/status/1463217706153431052)  2021-11-23T18:47Z [---] followers, [--] engagements


"$KHRN $KHRNF $CSIQ"  
[X Link](https://x.com/IchLerne2/status/1463227444924764163)  2021-11-23T19:26Z [---] followers, [--] engagements


"With MC CAD 3403m @ [----] CAD/share Price/tangible equity [--] Value trap if $KHRN keeps burning cash"  
[X Link](https://x.com/IchLerne2/status/1467153416573046789)  2021-12-04T15:26Z [---] followers, [--] engagements


"$VRNOF $CURLF $GTIBF $CRLBF @GoBlueCdn Biggest reason imo is they didn't take on expensive sale-and-leasebacks which would fall under rent in SG&A. Verano- $52M in lease liabilities GTI- $188M Cura- $309M CL- $123.8M. The recent accounting change that moved M&A earnouts to the balance sheet a factor as well @GoBlueCdn Biggest reason imo is they didn't take on expensive sale-and-leasebacks which would fall under rent in SG&A. Verano- $52M in lease liabilities GTI- $188M Cura- $309M CL- $123.8M. The recent accounting change that moved M&A earnouts to the balance sheet a factor as well"  
[X Link](https://x.com/IchLerne2/status/1469762152483409920)  2021-12-11T20:12Z [---] followers, [--] engagements


"$VRNOF [--] n $TCNNF [--] [----] EV/ aEBITDA Valuation gap is reducing $GTIBF still selling at a premium Canna Comp Sheet - Read the Footnotes - Flag any issues $TCNNF $CURLF $GTBIF $CRLBF $VRNOF $TRSSF $AYRWF $JUSHF $FFNTF $CCHWF $AAWH $ACRDF $ACRHF $RWBYF $CNTMF $HBORF $MRMD $CXXIF $SHWZ $BMMJ $GLASF $CPTR $PLNHF $GDNSF $LOWLF $INLB $MMNFF $GLDFF $GRAMF $GAEGF $VEXTF https://t.co/cMsor6xwcZ Canna Comp Sheet - Read the Footnotes - Flag any issues $TCNNF $CURLF $GTBIF $CRLBF $VRNOF $TRSSF $AYRWF $JUSHF $FFNTF $CCHWF $AAWH $ACRDF $ACRHF $RWBYF $CNTMF $HBORF $MRMD $CXXIF $SHWZ $BMMJ $GLASF $CPTR $PLNHF"  
[X Link](https://x.com/IchLerne2/status/1470415621976379400)  2021-12-13T15:29Z [---] followers, [--] engagements


"$TLRY $DN $HEXO $VFF $CRON $ACB $VLNS $LABS $CGS"  
[X Link](https://x.com/IchLerne2/status/1471502254066716685)  2021-12-16T15:27Z [---] followers, [--] engagements


"@herdcapital1 hope that you are right i just hope that [--] day $KHRN will stop burning cash and become a real business not just some future promise 🙏🙏"  
[X Link](https://x.com/IchLerne2/status/1479548597683240960)  2022-01-07T20:20Z [---] followers, [--] engagements


"$TCNNF had net profit of 19m in Q3 ( excluding one time transaction cost it cud have been 35m) $HRVSF / $HARV had net loss of -28m in Q3 interesting to see if n how much $TRUL has net loss or profit in Q4"  
[X Link](https://x.com/IchLerne2/status/1486019222400548868)  2022-01-25T16:52Z [---] followers, [--] engagements


"@Sayshu_MM @shompzilla $ARYWF are excellent at selling their stock"  
[X Link](https://x.com/IchLerne2/status/1504720053912182784)  2022-03-18T07:23Z [---] followers, [--] engagements


"Stock Screener: Ep. 107: Sierra Metals ( $SMTS $SMT ) via @YouTube https://youtu.be/WTJ-Pchattg https://youtu.be/WTJ-Pchattg"  
[X Link](https://x.com/IchLerne2/status/1538437576234762242)  2022-06-19T08:24Z [---] followers, [--] engagements


"As per my calculations $CCWH is selling at 13.5% less than $CL / $CRLBF if the merger goes through To take advantage of the merger arbitrage available in the Cresco and Verano acquisitions an investor would buy [---] shares of $CCHWF instead of [---] shares of $CRLBF and [---] shares of $GDNSF instead of [---] shares of $VRNOF. 2/2 #Cannabis #MSOgang #Weedstocks #Weedstreet420 To take advantage of the merger arbitrage available in the Cresco and Verano acquisitions an investor would buy [---] shares of $CCHWF instead of [---] shares of $CRLBF and [---] shares of $GDNSF instead of [---] shares of $VRNOF. 2/2"  
[X Link](https://x.com/IchLerne2/status/1538575421616398341)  2022-06-19T17:32Z [---] followers, [--] engagements


"$v $ma Fyi @CCVisuals_ Brazil is a similar there they have "PIX" system Indian Govt is about to kill Visa Mastercard and other payment gateways within India (& maybe beyond) thanks to its revolutionary Ru-pay payment system that charges zero MDR. Indian Govt is about to kill Visa Mastercard and other payment gateways within India (& maybe beyond) thanks to its revolutionary Ru-pay payment system that charges zero MDR"  
[X Link](https://x.com/IchLerne2/status/1540043011907878912)  2022-06-23T18:44Z [---] followers, [--] engagements


"$ten.wa $plw.wa $pcf.wa $cdr.wa $crj.wa"  
[X Link](https://x.com/IchLerne2/status/1549647969254866946)  2022-07-20T06:50Z [---] followers, [--] engagements


"Adj ebitda vs ebitda $tcnnf $vrnof $gtibf $crlbf $curlf $ayrwf $jushf Thanks a ton"  
[X Link](https://x.com/IchLerne2/status/1549828608956530702)  2022-07-20T18:48Z [---] followers, [--] engagements


"@TomInvesting e.g. $BMY buybacks of us$5b in Q1/2022 but in Q2/2022 no buybacks but announced to buy $TPTX for us$4.1b to increase it's drug pipeline. yearly FCF us$15b of which 4.5b goes to paying dividends. The rest 10b for debt payment buybacks acquisitions"  
[X Link](https://x.com/IchLerne2/status/1555521672043708422)  2022-08-05T11:50Z [---] followers, [--] engagements


"$TCNNF $CURLF $GTIBF $AYRWF $CRLBF $MSOS"  
[X Link](https://x.com/IchLerne2/status/1556914069415890945)  2022-08-09T08:03Z [---] followers, [--] engagements


"$GTII $GTIBF Was in Banff for vacay so my late GTI Q2 review- a strong start to the Q2 earnings season with AU sales in NJ and a focus on verticality nationwide to combat price compression leading to yet another beat on consensus revenue better margins and impressive cost control. https://t.co/2nJJABE5YU Was in Banff for vacay so my late GTI Q2 review- a strong start to the Q2 earnings season with AU sales in NJ and a focus on verticality nationwide to combat price compression leading to yet another beat on consensus revenue better margins and impressive cost control. https://t.co/2nJJABE5YU"  
[X Link](https://x.com/IchLerne2/status/1557027209424011273)  2022-08-09T15:33Z [---] followers, [--] engagements


"@frankinvesting $ROVIO did reduce the number of shares from 79m to 74m over last [--] years -6.5% in total over [--] years"  
[X Link](https://x.com/IchLerne2/status/1557357937026277376)  2022-08-10T13:27Z [---] followers, [--] engagements


"@ScottW_Grizzle afaik $KHRN is exporting to Europe"  
[X Link](https://x.com/IchLerne2/status/1558167290402799617)  2022-08-12T19:03Z [---] followers, [--] engagements


"@AlwaysDraft97 @CCVisuals_ After merger with $ccwh will be difficult to ignore $crlbf $cl"  
[X Link](https://x.com/IchLerne2/status/1560509993668976641)  2022-08-19T06:12Z [---] followers, [--] engagements


"$pwwbf $pbx"  
[X Link](https://x.com/IchLerne2/status/1577145501022973952)  2022-10-04T03:56Z [---] followers, [--] engagements


"$BABA just net buying back 3% of outstanding shares has been a big disappointment let us wait for Q3 official share count Q2/2022 was 2673m Q2/2021 was 2755m"  
[X Link](https://x.com/IchLerne2/status/1580830819069079552)  2022-10-14T08:00Z [---] followers, [--] engagements


"respect to @cstewartcfa for warning investors on $PYPL multiple contraction risk around 22:00 in this video sometime in [----] that the stock price could contract to [---] USD from [---] USD https://www.youtube.com/watchv=84MQIr0prBg https://www.youtube.com/watchv=84MQIr0prBg"  
[X Link](https://x.com/IchLerne2/status/1593599781812797440)  2022-11-18T13:39Z [---] followers, [--] engagements


"$bti $mo Tobacco is a stellar business. Ultimate pricing power. Lindy product that generates demand for itself like cocaine-infused Coca Cola. Gross Margins better than SaaS that actually flow to bottom line. Only reason these trade for 10x EBITDA is universally-feared topline decline. Tobacco is a stellar business. Ultimate pricing power. Lindy product that generates demand for itself like cocaine-infused Coca Cola. Gross Margins better than SaaS that actually flow to bottom line. Only reason these trade for 10x EBITDA is universally-feared topline decline"  
[X Link](https://x.com/IchLerne2/status/1607170672819834880)  2022-12-26T00:25Z [---] followers, [---] engagements


"$pwwbf $pbx We (still) have a new car shortage. But in under [--] years I predict we'll have a USED CAR SHORTAGE. Whats not being discussed: We (still) have a new car shortage. But in under [--] years I predict we'll have a USED CAR SHORTAGE. Whats not being discussed:"  
[X Link](https://x.com/IchLerne2/status/1607742126304989186)  2022-12-27T14:16Z [---] followers, [---] engagements


"$goog $googl @CCM_Brett $4.2B in annual savings x market multiple of 11x is $46B of additional market value @CCM_Brett $4.2B in annual savings x market multiple of 11x is $46B of additional market value"  
[X Link](https://x.com/IchLerne2/status/1616979320408244224)  2023-01-22T02:01Z [---] followers, [--] engagements


"@CCVisuals_ Bro TBH $harv is just a small part of the big problem where it is hurting hard is c*t throat competition in FL. There is a price war going on there. Also AZ PA prices have compressed. Would be interesting to observe Q4 results the sentiment is very very bad"  
[X Link](https://x.com/IchLerne2/status/1618557385223860226)  2023-01-26T10:32Z [---] followers, [--] engagements


"$meta $googl $dis $pypl $bkng [--] Weekend Reads https://t.co/qbBvP0xiY5 https://t.co/kuE5owRHlu [--] Weekend Reads https://t.co/qbBvP0xiY5 https://t.co/kuE5owRHlu"  
[X Link](https://x.com/IchLerne2/status/1632633318234628097)  2023-03-06T06:44Z [---] followers, [---] engagements


"@TravisBrendan2 @CCVisuals_ $harv was had good revenues but was highly unprofitable"  
[X Link](https://x.com/IchLerne2/status/1633535505668136962)  2023-03-08T18:29Z [---] followers, [---] engagements


"$atvi $msft Sony's position on the Activision-Blizzard deal was just exposed in full. SIE CEO Jim Ryan doesn't want negotiations he just wants a block on the deal contradicting claims to the UK CMA. https://t.co/3qTMAimm2c #Activision #Xbox Sony's position on the Activision-Blizzard deal was just exposed in full. SIE CEO Jim Ryan doesn't want negotiations he just wants a block on the deal contradicting claims to the UK CMA. https://t.co/3qTMAimm2c #Activision #Xbox"  
[X Link](https://x.com/IchLerne2/status/1633755725804519424)  2023-03-09T09:04Z [---] followers, [--] engagements


"$vz #Debt The elephant in the room is the massive Net Debt on the balance sheet. Looking at the net-debt trends in the same period we see a massive jump in [----]. A closer look at the balance sheet shows $45B spent on "acquisition of wireless licenses". https://t.co/8VMUifK8Aw The elephant in the room is the massive Net Debt on the balance sheet. Looking at the net-debt trends in the same period we see a massive jump in [----]. A closer look at the balance sheet shows $45B spent on "acquisition of wireless licenses". https://t.co/8VMUifK8Aw"  
[X Link](https://x.com/IchLerne2/status/1640064304308183040)  2023-03-26T18:52Z [---] followers, [--] engagements


"@FinanceSmitty @FedKillsStocks $vna.de sagt dass die [-------] Wohnungen 95M wert sind : 172.000/ Whng Schulden: 45M : [------] / Whng Die Marktkapitalisierung : 25.000/Whng Mache mir nicht viel Sorgen mit Hhe Zinsen da die steigende Miete es ausgleichen. Jedes Jahr 100m an Mehrzisen"  
[X Link](https://x.com/IchLerne2/status/1642113750705504257)  2023-04-01T10:36Z [---] followers, [---] engagements


"$bti $bats.l $mo $pmi Recall: The US ITC ruling on Sept [--] [----] PMI (and its former partner Altria) is asked to stop the sale & import of IQOS as the trade agency found that IQOS infringes on two of BAT (Reynolds) patents https://t.co/ZWhresdfyA $pm $mo $bat $bats Recall: The US ITC ruling on Sept [--] [----] PMI (and its former partner Altria) is asked to stop the sale & import of IQOS as the trade agency found that IQOS infringes on two of BAT (Reynolds) patents https://t.co/ZWhresdfyA $pm $mo $bat $bats"  
[X Link](https://x.com/IchLerne2/status/1642862242436612097)  2023-04-03T12:10Z [---] followers, [---] engagements


"@Dividend_Dollar $bti $t $pm $lmt $ssllf"  
[X Link](https://x.com/IchLerne2/status/1650892357720584197)  2023-04-25T15:59Z [---] followers, [---] engagements


"@sinstockpapi @ChrisRinvesting As per my back of envelope math 23% of $itc market cap is $15b I wonder if $bats.l would find a buyer for that and at what price"  
[X Link](https://x.com/IchLerne2/status/1652927097948471296)  2023-05-01T06:45Z [---] followers, [----] engagements


"@sinstockpapi @ChrisRinvesting Peter Lynch would often do that but on /share Basis Today $bti is $3705 Then he would have said $8.52 is $ITC stake Net debt is $42b I.e. $18.67 / share In worst case $bats.l could use $itc stake to delever to net debt of $10/share"  
[X Link](https://x.com/IchLerne2/status/1652930563265658882)  2023-05-01T06:58Z [---] followers, [---] engagements


"@retireearlyguy @ChrisRinvesting @sinstockpapi $ITC pays a dividend of 3% so that every $BTI Share earns [--] /year"  
[X Link](https://x.com/IchLerne2/status/1652956619456618497)  2023-05-01T08:42Z [---] followers, [---] engagements


"$mtch @CCM_Ryan What would be the stock price had their acquisition of hinge in [----] been a failure like the [--] other acquisitions in the last [--] years Hinge was Instagram grade roic acquisition. This current valuation is still very expensive imo. Risks are not priced in. @CCM_Ryan What would be the stock price had their acquisition of hinge in [----] been a failure like the [--] other acquisitions in the last [--] years Hinge was Instagram grade roic acquisition. This current valuation is still very expensive imo. Risks are not priced in"  
[X Link](https://x.com/IchLerne2/status/1654722349562753025)  2023-05-06T05:38Z [---] followers, [--] engagements


"@astridwilde1 @deusexdividend would be very interesting to see how Super Mario movie directly adds to top and bottom line of $7974.T"  
[X Link](https://x.com/IchLerne2/status/1655579760376832003)  2023-05-08T14:25Z [---] followers, [--] engagements


"$ATVI catalyst @IchLerne2 Diablo [--]. Extremely hyped-up game all previous Diablo games broke gaming records. I don't see this one any different. @IchLerne2 Diablo [--]. Extremely hyped-up game all previous Diablo games broke gaming records. I don't see this one any different"  
[X Link](https://x.com/IchLerne2/status/1655590259034341380)  2023-05-08T15:07Z [---] followers, [---] engagements


"@buyingincome $BTI [--] $BMY [--] $T [--] $SSLLF [--] $RIO [--] ( variable )"  
[X Link](https://x.com/IchLerne2/status/1655830186674253824)  2023-05-09T07:00Z [---] followers, [---] engagements


"$TSM #bearargument"  
[X Link](https://x.com/IchLerne2/status/1655837683371974657)  2023-05-09T07:30Z [---] followers, [--] engagements


"@Varorevilla creo que fin de mes comprare $T $BATS.L $CVS $PYPL dios mio hay tantas opciones ahora en [----] todo estaba tan caro"  
[X Link](https://x.com/IchLerne2/status/1658743170568445953)  2023-05-17T07:56Z [---] followers, [--] engagements


"@investordotdev si tambien lo odiaba hasta que inverti en $META. el tio trata la concurrencia sin piedad. 1) le compra M&A 2) copia 3) m*ta. tambien usa mucho Lobbying por ejemplo contra Tiktok. Invertir en $META es invertir en Mark porque el tiene mas de 50% de votos"  
[X Link](https://x.com/IchLerne2/status/1658750303980736513)  2023-05-17T08:24Z [---] followers, [--] engagements


"@jusifov @AminLaroussi Ich kenne viele Menschen die bis zum [-------] als Angestellte verdient haben fr nix. Good riddance Meines Erachtens $meta FOA hat so um $56b operativen Gewinn allerdings RL verursacht so um -$16b Verluste. d.h. bleibt 40b brig. $meta kostet MK 600b zur Zeit Teuer"  
[X Link](https://x.com/IchLerne2/status/1659109004012929026)  2023-05-18T08:09Z [---] followers, [--] engagements


"@AminLaroussi @jusifov Einem Anleger fehlt einfach die Fantasie was mit 16b/Jahr passieren wird. Wie und wann das Geld zurckkommt. $meta = MZ"  
[X Link](https://x.com/IchLerne2/status/1659109339016175619)  2023-05-18T08:11Z [---] followers, [--] engagements


"@Smartnetworth1 The $vz debt level needs lot of DD Need to be sure if the Dividend can be maintained"  
[X Link](https://x.com/IchLerne2/status/1659138587323932675)  2023-05-18T10:07Z [---] followers, [--] engagements


"@paul_k_0907 $nvda should do capital raised right and take advantage of FOMO traders and "investors" Or buy other business using stock as a currency. Insiders are selling the stocks that is very intelligent of them. Sadly very sad for future bagholders"  
[X Link](https://x.com/IchLerne2/status/1659574321700827137)  2023-05-19T14:58Z [---] followers, [--] engagements


"@Leonardootero61 Seran dois pelo menos $intc e $tsm Desculpa no conheo muito bem O Samsung"  
[X Link](https://x.com/IchLerne2/status/1659574775969185792)  2023-05-19T15:00Z [---] followers, [--] engagements


"@dnystedt How difficult or easy it is to "design" a chip $amd $nvda"  
[X Link](https://x.com/IchLerne2/status/1659861361990443008)  2023-05-20T09:59Z [---] followers, [---] engagements


"@MicroCapClub Just talked to a small hotel owner about his experience of $abnb and $bkng Even partners /suppliers are important"  
[X Link](https://x.com/IchLerne2/status/1659902576127606786)  2023-05-20T12:43Z [---] followers, [---] engagements


"@TSOH_Investing @danielsharriman Just Yesterday I met a property owner who decided to stop working with $abnb because they treat partners like shit. He only works now with $bkng and expedia they have human beings whom he can i talk to in case of issues which inevitably arise"  
[X Link](https://x.com/IchLerne2/status/1660057310868193280)  2023-05-20T22:57Z [---] followers, [---] engagements


"@DividendTalks How does rising interest rate affect $mcd s ability to buy real-estate"  
[X Link](https://x.com/IchLerne2/status/1660984092253466624)  2023-05-23T12:20Z [---] followers, [--] engagements


"@vecinoinversor_ $bmy me gusta el capital allocation 1) dividendos 2) recompras 3) inversiones en pipeline 4) pagar deuda Hay de todo"  
[X Link](https://x.com/IchLerne2/status/1660984962726625284)  2023-05-23T12:24Z [---] followers, [--] engagements


"@vecinoinversor_ $jnj me parece cara Y $abbv tengo que estudiar como la empresa va seguir ganando fcf que Humaira ya no est"  
[X Link](https://x.com/IchLerne2/status/1661100906346102784)  2023-05-23T20:04Z [---] followers, [--] engagements


"$intc Intel Unveils Meteor Lake CPUs With Dedicated VPU For Faster AI Acceleration In Windows [--] https://t.co/jCRhIHX2OP Intel Unveils Meteor Lake CPUs With Dedicated VPU For Faster AI Acceleration In Windows [--] https://t.co/jCRhIHX2OP"  
[X Link](https://x.com/IchLerne2/status/1661380419961405441)  2023-05-24T14:35Z [---] followers, [--] engagements


"@Rustyram78 @ditlevfriis $intc needs to successfully launch meteor lake and all will be good again"  
[X Link](https://x.com/IchLerne2/status/1661879628426878976)  2023-05-25T23:39Z [---] followers, [--] engagements


"@borrowed_ideas Just few days ago i paid 5% comission for a XB to $pypl because of the ease of transfer"  
[X Link](https://x.com/IchLerne2/status/1665278390306320386)  2023-06-04T08:44Z [---] followers, [---] engagements


"@99Denizcan @cstewartcfa Cameron covered it shortly i think in some of his multiple stocks videos. You can watch his $mo video "  
[X Link](https://x.com/IchLerne2/status/1665793105264627713)  2023-06-05T18:49Z [---] followers, [--] engagements


"@JRP980 @tobaccoinsider $PM s heet / iqos is much more popular in my subjective opinion I do not see many glo users"  
[X Link](https://x.com/IchLerne2/status/1666045629334708224)  2023-06-06T11:33Z [---] followers, [---] engagements


"@piratedjet @Couch_Investor @DJ1P2 Most of $aapl Users are Not thrifty they buy first and think about money later"  
[X Link](https://x.com/IchLerne2/status/1666120145096302593)  2023-06-06T16:29Z [---] followers, [--] engagements


"$AAPL $META @JayHadHope Start with the population of iPhone users subtract the social users subtract the gaming users subtract the entry users subtract the sim users. Who is left Is there a category that is willing to buy an iPhone just to use this headset @JayHadHope Start with the population of iPhone users subtract the social users subtract the gaming users subtract the entry users subtract the sim users. Who is left Is there a category that is willing to buy an iPhone just to use this headset"  
[X Link](https://x.com/IchLerne2/status/1666365071096676354)  2023-06-07T08:42Z [---] followers, [--] engagements


"@Gmod0fficial @JayHadHope Tim cook does not want to compromise of 25% net profit margin what $AAPL has over all of its business segments. maybe that s the reason the price seems so high"  
[X Link](https://x.com/IchLerne2/status/1666365805401976833)  2023-06-07T08:45Z [---] followers, [--] engagements


"@Leonardootero61 cuidado Mano tem empresas que tomam dividas pra fazer recompra das acoes para que accoes ficam menos assim o lucro / acao parece mais que normalemente deveria ser. $MCD"  
[X Link](https://x.com/IchLerne2/status/1666462170224132096)  2023-06-07T15:08Z [---] followers, [--] engagements


"@sinstockpapi Bob Kottik $ATVI Daniel Zhang $BABA"  
[X Link](https://x.com/IchLerne2/status/1667049607895851010)  2023-06-09T06:02Z [---] followers, [---] engagements


"@sinstockpapi @marc_slans Dating market is pure capitalism sugar coated with Disney happy end stories. $meta $mtch products are increasing the expectations of dating population"  
[X Link](https://x.com/IchLerne2/status/1667541245269295105)  2023-06-10T14:36Z [---] followers, [--] engagements


"@TheDividendDog 5% real FCF yield is interesting if real FCF ( FCF -SBC ) can grow with inflation. Need to understand unlabled Braintree to understand growth prospects of $pypl"  
[X Link](https://x.com/IchLerne2/status/1667663076395474946)  2023-06-10T22:40Z [---] followers, [---] engagements


"@TheDividendDog @DGretta_Author Even $aapl uses $pypl as their backend"  
[X Link](https://x.com/IchLerne2/status/1667663236781469696)  2023-06-10T22:41Z [---] followers, [---] engagements


"@snavemarc @markgurman Exactly that is the strategy to start very high and then reduce it so as to push the narrative that it got cheapER. $aapl is very clever"  
[X Link](https://x.com/IchLerne2/status/1668108556850147328)  2023-06-12T04:10Z [---] followers, [---] engagements


"@RayRip66 @markgurman 25% net profit margin. Only $msft has a higher margin"  
[X Link](https://x.com/IchLerne2/status/1668108781203476480)  2023-06-12T04:11Z [---] followers, [--] engagements


"@SupBagholder @Couch_Investor $aapl pay uses $pypl s braintree as backend"  
[X Link](https://x.com/IchLerne2/status/1668320825332596762)  2023-06-12T18:14Z [---] followers, [---] engagements


"@tobaccoinsider I understand your dissatisfaction over share price. speaking of business fundamentals. I think the biggest letdown has been meek performance of GLO $BATS.L compared to HEETS / IQOS of $PM . In last call Tadeu also agreed that GLO is very bulky compared to competition"  
[X Link](https://x.com/IchLerne2/status/1668559726513102848)  2023-06-13T10:03Z [---] followers, [---] engagements


"@LP_Actionnaire tous les operateur sufre Vodafone en Grand Bretagne $T $VZ aux etas unis"  
[X Link](https://x.com/IchLerne2/status/1668661553925697536)  2023-06-13T16:48Z [---] followers, [--] engagements


"@growth_invest1 $bmy has a had a great CEO what if he leaves He is not the youngest $bmy has a lot of write downs coming due to acquisitions. The pipeline drugs can fail"  
[X Link](https://x.com/IchLerne2/status/1669681754146234371)  2023-06-16T12:22Z [---] followers, [--] engagements


"@InversionFundam $pm esta sexy comparando a $bats.l te lo juro est dos vezes mas cara que $bti"  
[X Link](https://x.com/IchLerne2/status/1669682291742785536)  2023-06-16T12:24Z [---] followers, [--] engagements


"@DreamDividend Thanks for sharing could you please share your source/DD $T gave out $6 worth of $wbd per stock was that considered in total returns calculation"  
[X Link](https://x.com/IchLerne2/status/1669687471699898368)  2023-06-16T12:44Z [---] followers, [--] engagements


"@tobaccoinsider Thanks for sharing looks like there is just moral pressure form the western government to get out of Russia. There is no legal requirements as of now. Selling at -50% and paying 10% for repatriation would mean a loss of -55% for $pm good that there is no pressure"  
[X Link](https://x.com/IchLerne2/status/1669694219181539332)  2023-06-16T13:11Z [---] followers, [--] engagements


"@valuereport_tom $bkng the buyback machine"  
[X Link](https://x.com/IchLerne2/status/1669723852283232256)  2023-06-16T15:09Z [---] followers, [---] engagements


"$PM is more than two times more valuable than $bats.l"  
[X Link](https://x.com/IchLerne2/status/1670171617597485056)  2023-06-17T20:48Z [---] followers, [--] engagements


"$atvi 6/ DCF: Using the same assumption but using a 7% growth rate (which it has historically achieved) ATVI would be worth $51. 6/ DCF: Using the same assumption but using a 7% growth rate (which it has historically achieved) ATVI would be worth $51"  
[X Link](https://x.com/IchLerne2/status/1670173641252716545)  2023-06-17T20:56Z [---] followers, [---] engagements


"@dnystedt $INTC is running out of cash :("  
[X Link](https://x.com/IchLerne2/status/1671042690153164803)  2023-06-20T06:33Z [---] followers, [---] engagements


"$INTC vielleicht ber [--] Jahren oder finden sie "Equity Partners" wie $BN $BAM"  
[X Link](https://x.com/IchLerne2/status/1671069079052984322)  2023-06-20T08:15Z [---] followers, [---] engagements


"@Rustyram78 Smart move for the western world but not sure for the $intc shareholders"  
[X Link](https://x.com/IchLerne2/status/1671255370512338945)  2023-06-20T20:44Z [---] followers, [--] engagements


"@cstewartcfa $TSLA with hard work made themselves an advantage of starting completely new. for e.g. instead of having 100s of small electronic control units (ECU)for ( window wiper lighting.) like to traditional automakers $TSLA just has a single/few ECU that reduces COGS"  
[X Link](https://x.com/IchLerne2/status/1671788819828334592)  2023-06-22T07:56Z [---] followers, [--] engagements


"$mo @DevinLaSarre So the NJOY acquisition starts to make more sense now as you said in your article: "if enforcement efforts ramp up which is more likely NJOY may be optimally positioned to capitalize" (https://t.co/yk77u1kiD0) https://t.co/voIseJQIc8 @DevinLaSarre So the NJOY acquisition starts to make more sense now as you said in your article: "if enforcement efforts ramp up which is more likely NJOY may be optimally positioned to capitalize" (https://t.co/yk77u1kiD0) https://t.co/voIseJQIc8"  
[X Link](https://x.com/IchLerne2/status/1671957197742276608)  2023-06-22T19:03Z [---] followers, [---] engagements


"$wbd JUST ANNOUNCED: @WBD is expanding its ad product offerings for digital sports properties like @BleacherReport and House of Highlightswith a new six-second pre-roll option Check out this @Adweek story to learn all about this exciting new offering for advertisers JUST ANNOUNCED: @WBD is expanding its ad product offerings for digital sports properties like @BleacherReport and House of Highlightswith a new six-second pre-roll option Check out this @Adweek story to learn all about this exciting new offering for advertisers"  
[X Link](https://x.com/IchLerne2/status/1672194858302185475)  2023-06-23T10:48Z [---] followers, [---] engagements


"@adriarivero_ @Miroslavtepnek1 $pm est exactamente dos veces ms cara que $bats.l"  
[X Link](https://x.com/IchLerne2/status/1673780787521396736)  2023-06-27T19:50Z [---] followers, [--] engagements


"Mario jest super . $plw.wa $crj.wa $ten.wa $cdr.wa $11b.wa"  
[X Link](https://x.com/IchLerne2/status/1675395694461427713)  2023-07-02T06:47Z [---] followers, [--] engagements


"@wolfofharcourt What are you FCF projections for $abbv"  
[X Link](https://x.com/IchLerne2/status/1675398892039405569)  2023-07-02T06:59Z [---] followers, [--] engagements


"@cashflowyield @dividendology Any guess what FCF /share could be for next years"  
[X Link](https://x.com/IchLerne2/status/1678138129276891137)  2023-07-09T20:24Z [---] followers, [--] engagements


"@cashflowyield Just one risk USA wide complete Menthol ban could reduce earnings by 25% The Russian assets are stuck but just around 2% of earnings Positive $bats.l s stake in indian ITC is $16b which is not so liquid but $bti earns div"  
[X Link](https://x.com/IchLerne2/status/1678267182008901632)  2023-07-10T05:19Z [---] followers, [--] engagements


"@cashflowyield Tadeu said that in New product category $bats could be profitable from [----]. It should help the FCF $pm is very strong in THC but that is more than priced in"  
[X Link](https://x.com/IchLerne2/status/1678267590580359169)  2023-07-10T05:19Z [---] followers, [--] engagements


"@tobaccoinsider The German Bund Bonds are at 3% Previous to [----] it was 0% The German Government can not easily borrow as earlier"  
[X Link](https://x.com/IchLerne2/status/1678717195306631168)  2023-07-11T10:59Z [---] followers, [--] engagements


"@DividendTalks Before buying please make sure that debt payment can be met by $vz That is a huge risk imho I wish luck to all longs"  
[X Link](https://x.com/IchLerne2/status/1678718329735741442)  2023-07-11T14:23Z [---] followers, [---] engagements


"@tobaccoinsider $MO has Marlboro in USA that is some brand power. I know people who would not change $pm Marlboro for nothing else"  
[X Link](https://x.com/IchLerne2/status/1686099006617788417)  2023-07-31T21:09Z [---] followers, [--] engagements


"@lordrevenue @cstewartcfa Exactly last video was two years ago. $bmy just announced asr accelerates stock repurchase of 4b in Q3"  
[X Link](https://x.com/IchLerne2/status/1688305515611189248)  2023-08-06T21:46Z [---] followers, [--] engagements


"$WBD putting words to action. The Studio is serious about deleveraging Q2 / [----] FCF = 1.7b Debt paid back = 1.6b no capital raise ( dilution ) #BarbieTheMovie could additionally add 500m of FCF . so more deleveraging can follow. Meg2 could break even Blue beetle"  
[X Link](https://x.com/IchLerne2/status/1688480329978314752)  2023-08-07T09:20Z [---] followers, [---] engagements


"$vz @kouroshshafi This is due to rates increasing as it competes for investment dollars with other income producing investments (treasuries). The 7.8% div yield with pricing power and FCF is a compelling buy for a value investor. Same with $t T-mobile pays no dividend and is near ATHs so if the @kouroshshafi This is due to rates increasing as it competes for investment dollars with other income producing investments (treasuries). The 7.8% div yield with pricing power and FCF is a compelling buy for a value investor. Same with $t T-mobile pays no dividend and is near ATHs so if the"  
[X Link](https://x.com/IchLerne2/status/1689494557195464704)  2023-08-10T04:31Z [---] followers, [--] engagements


"@mintzmyer how was $DHT"  
[X Link](https://x.com/IchLerne2/status/1689982569981378560)  2023-08-11T12:50Z [---] followers, [---] engagements


"@DividendTalks I wish Tedeu Marroco success just a concern that 25% of profit "could" be wiped out if there is Menthol cigrattes ban in the US $PM is way ahead with IQOS / Heets compared to Glo but that is more than priced in the stock quote imho"  
[X Link](https://x.com/IchLerne2/status/1689984388702896128)  2023-08-11T12:57Z [---] followers, [---] engagements


"#Meg2TH $WBD film was co-financed by China Media Capital Production budget 130m Marketing budget 70m Total budget 200m box office until now 260m considering 50% distribution between studios and cinema theaters box office needs to be 400m to break even"  
[X Link](https://x.com/IchLerne2/status/1690988336528134144)  2023-08-14T07:26Z [---] followers, [---] engagements


"@cstewartcfa it is interesting to see that $PYPL and $AXP two stocks covered by you have similar processed volumes"  
[X Link](https://x.com/IchLerne2/status/1692066444094161001)  2023-08-17T06:50Z [---] followers, [---] engagements


"$BMY reduced share count over last [--] years by -6.7%"  
[X Link](https://x.com/IchLerne2/status/1692107634785071461)  2023-08-17T09:34Z [---] followers, [--] engagements


"$AXP [----] % over [--] years"  
[X Link](https://x.com/IchLerne2/status/1692108371187372269)  2023-08-17T09:37Z [---] followers, [---] engagements


"$GOOGL -6% over [--] years"  
[X Link](https://x.com/IchLerne2/status/1692109412062711925)  2023-08-17T09:41Z [---] followers, [---] engagements


"$BKNG -98% over [--] years"  
[X Link](https://x.com/IchLerne2/status/1692110035705332064)  2023-08-17T09:44Z [---] followers, [--] engagements


"@ecommerceshares Revenue to $wbd 1200m/2 600m (Theatres get to keep the half) production + marketing costs 300m FCF to $wbd [---] - [---] 300m $wbd had 1.7b Q2 FCF so it would be nice 17% more on Q2 more milking to come. $wbd lost 300m on Shazam2 Flash (flops) Q1 /Q2 were "ok""  
[X Link](https://x.com/IchLerne2/status/1692166365564584301)  2023-08-17T13:27Z [---] followers, [---] engagements


"$cvs @cstewartcfa Noise vs change in fundamentals"  
[X Link](https://x.com/IchLerne2/status/1692428353876209793)  2023-08-18T06:48Z [---] followers, [--] engagements


"@IrrationalMrkts @MoS_Investing exactly the price has to be compared to the intrinsic value"  
[X Link](https://x.com/IchLerne2/status/1692461554833178687)  2023-08-18T09:00Z [---] followers, [--] engagements


"$T $VZ div yield [--] % Looks like simple math US10Y yield 4.2% + 3.5( risk premium for BBB+) = [---] % Falling US10Y bond prices will pull down the dividend stocks"  
[X Link](https://x.com/IchLerne2/status/1692507396919206399)  2023-08-18T12:03Z [---] followers, [---] engagements


"@Arkalos77 @patientinvestt I find $deo a bit expensive Any reasons why you prefer $jd over $baba pinduoduo or $tcehy"  
[X Link](https://x.com/IchLerne2/status/1693062307146785188)  2023-08-20T00:48Z [---] followers, [---] engagements


"$nflx $dis $para $wbd $amzn"  
[X Link](https://x.com/IchLerne2/status/1693063140156567585)  2023-08-20T00:51Z [---] followers, [---] engagements


"$meta $googl $amzn $msft $snap $pins Over the last [--] yrs GOOG and META's duopoly in digital ads has been remarkably stable. AMZN is a tricky one since large fraction of those ad dollars is likely trade promotion dollars but it appears MSFT continues to be share donor and subscale players remain sub-scaled. https://t.co/ycF9uXMuov Over the last [--] yrs GOOG and META's duopoly in digital ads has been remarkably stable. AMZN is a tricky one since large fraction of those ad dollars is likely trade promotion dollars but it appears MSFT continues to be share donor and subscale players remain"  
[X Link](https://x.com/IchLerne2/status/1693519056446390344)  2023-08-21T07:03Z [---] followers, [---] engagements


"$wbd need to do Something dramatic with DC Universe unending series of flops [--]. Blue beetle [--]. Flash [--]. Shazam [--] And just break even Black Adam Barbie is doing the heavy lifting to compensate for all these losses"  
[X Link](https://x.com/IchLerne2/status/1693582366793503219)  2023-08-21T11:14Z [---] followers, [---] engagements


"@gafar_invest Not really Barbie profits would just compensate for the DC movie losses flash Shazam2 and now blue beetle. DC universe movies have been bleeding $wbd lately Barbie being the saving grace. Even black Adam was so so. just break even"  
[X Link](https://x.com/IchLerne2/status/1693583496818631021)  2023-08-21T11:19Z [---] followers, [--] engagements


"@BigDogRoan @gafar_invest Let's hope for the best. Maybe it was just a streaming movie. Imho $wbd decided to spend less money on blue beetle marketing"  
[X Link](https://x.com/IchLerne2/status/1693675471471341596)  2023-08-21T17:24Z [---] followers, [--] engagements


"@sunny21704 @mukulgarg21 @simpleinvest01 This is a forward looking statement which are exposed to risks and uncertainties $nvda certainly declares it at start of their call. They are obliged to do that per law"  
[X Link](https://x.com/IchLerne2/status/1695505814826426496)  2023-08-26T18:37Z [---] followers, [--] engagements


"@Puff_Daddy_Jr really interesting to know how much capex is needed per Dispensary. The capex chart of $TCNNF is very interesting over last [--] quarters for e.g. Q2 was $6.55m do you know how many new dispesaries came online in Q2 / 2023"  
[X Link](https://x.com/IchLerne2/status/1696440572582449365)  2023-08-29T08:32Z [---] followers, [--] engagements


"@Beth_Kindig previously mobile consumers were "forced" to update there telephones / memory cards because the Apps would get very heavy. Now 128Gb is almost every where. Would be interesting to see this tailwind continues and how long"  
[X Link](https://x.com/IchLerne2/status/1696441143649554793)  2023-08-29T08:34Z [---] followers, [--] engagements


"@FinEnzi @T2PTrading @stockleapp $wbd has had hits and misses out WB Studios Barbie is a blockbuster and should compensate for flops like Blue beetle Flash Shazam [--] and to some extent black Adam"  
[X Link](https://x.com/IchLerne2/status/1697738345294499976)  2023-09-01T22:28Z [---] followers, [---] engagements


"@CramerTracker $lmt"  
[X Link](https://x.com/IchLerne2/status/1699117524598628445)  2023-09-05T17:49Z [---] followers, [---] engagements


"@DividendDynasty We need to compare $HSY 's earnings yield of [--] % ( or div yield of 2.3% ) to the [--] year US treasury the (pension) fund managers now have an option in terms of bonds.so i wont be surprised if they sell $HSY and buy US10Y "  
[X Link](https://x.com/IchLerne2/status/1700103311536312524)  2023-09-08T11:06Z [---] followers, [---] engagements


"@dnystedt $673b revenue is estimated afaik for $TMC $423 b already achieved $25b to go"  
[X Link](https://x.com/anyuser/status/1700110876156563567)  2023-09-08T11:36Z [--] followers, [---] engagements


"@real_MikeBarnes You are too harsh.$pm has premium of 2x compared to $bti . I do not understand your dissatisfaction"  
[X Link](https://x.com/IchLerne2/status/1700461358502785487)  2023-09-09T10:49Z [---] followers, [---] engagements


"@real_MikeBarnes There is some growth of operating income ( EBITDA) at $pm but it is not a hyper growth story selling a sin product. looks like low single digit growth. I am really surprised because where I like iqos has like 95% market share"  
[X Link](https://x.com/IchLerne2/status/1700505195665318246)  2023-09-09T13:43Z [---] followers, [---] engagements


"@real_MikeBarnes $pm eps cagr eps has been 4.5% over last [--] years afaik and after the sin stock penalty still trades at PE of [-----] whereas 10y US bond offers risk free 4% I still don't understand your logic why $pm should trade at a PE of [--] and above Happy to learn"  
[X Link](https://x.com/IchLerne2/status/1700506681304580299)  2023-09-09T13:49Z [---] followers, [--] engagements


"@real_MikeBarnes I like the company btw but not the stock $pm at this price"  
[X Link](https://x.com/IchLerne2/status/1700639233625505904)  2023-09-09T22:36Z [---] followers, [--] engagements


"@real_MikeBarnes $pm makes around $10b fcf a year. $8b goes to dividend payout ( has to increase every year to dividend growth) $2b left for debt payments and buybacks.net debt is $45b.so MC $145b with $1b or so of buyback a year I won't expect wonders.love the business.hate d stock"  
[X Link](https://x.com/IchLerne2/status/1700768738126025145)  2023-09-10T07:10Z [---] followers, [--] engagements


"@real_MikeBarnes Warrent Buffet "Interest rates are to asset prices like gravity is to the apple. They power everything in the economic universe." (2013) it was a nice discussion.I wish you good luck with your $pm .at least there are dividends 5.5%"  
[X Link](https://x.com/IchLerne2/status/1700769760370126913)  2023-09-10T07:14Z [---] followers, [--] engagements


"@dividendology Fund managers are wanting higher yield because of bond Alternatives available now.nothing to do with $tgt fundamentals"  
[X Link](https://x.com/IchLerne2/status/1701140574051402022)  2023-09-11T07:48Z [---] followers, [--] engagements


"add to that 50m $WBD loss on Blue beetle and $100m more profiits from #BarbieTheMovie sadly none of analyst had b*lls to ask the management about DC Flops. Blue beetle The Flash(mega flop) Shazam 2.and one other. Mgt even acknowleged bad q2 studio results in call"  
[X Link](https://x.com/IchLerne2/status/1701844671381577746)  2023-09-13T06:26Z [---] followers, [--] engagements


"@DreadyBear @benitoz @dnystedt it is very difficult for me understand this information and put it in context. how much is "significant" i hope it gets revealed in cash flow statement"  
[X Link](https://x.com/IchLerne2/status/1701884147902415124)  2023-09-13T09:02Z [---] followers, [--] engagements


"@gabcasla $SHOP compra esos terminales de $0327.hk"  
[X Link](https://x.com/IchLerne2/status/1701885179323695592)  2023-09-13T09:07Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing