# ![@JBierne Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::720984466064334848.png) @JBierne Vacation Capital

Vacation Capital posts on X about $rivn, $brkb, meta, $coin the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::720984466064334848/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720984466064334848/c:line/m:interactions.svg)

- [--] Week [------] +51%
- [--] Month [------] +259%
- [--] Months [-------] +9.40%
- [--] Year [-------] +22%

### Mentions: [--] [#](/creator/twitter::720984466064334848/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720984466064334848/c:line/m:posts_active.svg)

- [--] Week [--] +8%
- [--] Month [--] +61%
- [--] Months [---] +82%
- [--] Year [---] -13%

### Followers: [-----] [#](/creator/twitter::720984466064334848/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720984466064334848/c:line/m:followers.svg)

- [--] Week [-----] +0.08%
- [--] Month [-----] +0.27%
- [--] Months [-----] +0.82%
- [--] Year [-----] +2.50%

### CreatorRank: [---------] [#](/creator/twitter::720984466064334848/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::720984466064334848/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$rivn](/topic/$rivn), [$brkb](/topic/$brkb), [meta](/topic/meta), [$coin](/topic/$coin) #571, [$uhal](/topic/$uhal), [ebay](/topic/ebay), [$deo](/topic/$deo), [$meta](/topic/$meta), [$mtch](/topic/$mtch), [$dfs](/topic/$dfs)

**Top accounts mentioned or mentioned by**
[@doge](/creator/undefined) [@zzeran](/creator/undefined) [@ccmbrett](/creator/undefined) [@valuations](/creator/undefined) [@tidefallcapital](/creator/undefined) [@retaox](/creator/undefined) [@fishtowncap](/creator/undefined) [@buccocapital](/creator/undefined) [@chrisolin](/creator/undefined) [@rubicon59](/creator/undefined) [@unhedgedchatter](/creator/undefined) [@sleepwellcap](/creator/undefined) [@chriszch](/creator/undefined) [@jerrycap](/creator/undefined) [@briansozzi](/creator/undefined) [@levie](/creator/undefined) [@tkfinancial](/creator/undefined) [@dadinvest](/creator/undefined) [@businessinsider](/creator/undefined) [@goldmansachs](/creator/undefined)

**Top assets mentioned**
[Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Mario Coin (COIN)](/topic/$coin) [Amerco (UHAL)](/topic/$uhal) [Diageo plc (DEO)](/topic/$deo) [Metadium (META)](/topic/$meta) [Match Group Inc (MTCH)](/topic/$mtch) [Discover Financial Services (DFS)](/topic/$dfs) [monday.com Ltd. (MNDY)](/topic/$mndy) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Adobe, Inc. (ADBE)](/topic/$adbe) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [eBay Inc (EBAY)](/topic/$ebay) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Oxygen (OXY)](/topic/$oxy) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Capital One Financial Corp. (COF)](/topic/$cof) [Altria Group Inc (MO)](/topic/$mo) [Camping World Holdings, Inc. (CWH)](/topic/$cwh) [Etsy Inc (ETSY)](/topic/$etsy) [Apple, Inc. (AAPL)](/topic/$aapl) [Mastercard, Inc. (MA)](/topic/$ma) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Snap, Inc. (SNAP)](/topic/$snap) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Wells Fargo & Co (WFC)](/topic/$wfc) [ADAMANT Messenger (ADM)](/topic/$adm) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [Basis Cash (BAC)](/topic/$bac) [Bumble Inc. (BMBL)](/topic/$bmbl) [Dropbox, Inc. (DBX)](/topic/$dbx) [Extra Space Storage, Inc. (EXR)](/topic/$exr) [Tesla, Inc. (TSLA)](/topic/tesla) [Coca-Cola Co (KO)](/topic/$ko) [American Express Company (AXP)](/topic/$axp) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Shopify Inc (SHOP)](/topic/$shop) [GM (GM)](/topic/$gm) [Kraft Heinz Co (KHC)](/topic/$khc) [Public Storage (PSA)](/topic/$psa) [Life Storage, Inc. (LSI)](/topic/$lsi) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [ARK Innovation ETF (ARKK)](/topic/$arkk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"This is a horse 💩 deal for $SYCRF Adjusted Book Value = $684.0 M Syncora Holdings Ltd. Announces Agreement to Sell Syncora Guarantee Inc. for $392.5 Million $AGO https://www.globenewswire.com/news-release/2019/08/15/1902268/0/en/Syncora-Holdings-Ltd-Announces-Agreement-to-Sell-Syncora-Guarantee-Inc-for-392-5-Million-to-Star-Insurance-Holdings-LLC-and-Corporate-Governance-Change.html"  
[X Link](https://x.com/JBierne/status/1161990449718018048)  2019-08-15T13:18Z [----] followers, [--] engagements


"Gee thanks $SYCRF after the closing of the sale Syncora will have cash in the amount of $32 million and specified non-core assets currently held at SGI including certain non-cash assets of Pike Pointe Holdings LLC and an 80% interest in Swap Financial Group LLC"  
[X Link](https://x.com/JBierne/status/1161994632810717184)  2019-08-15T13:34Z [----] followers, [--] engagements


"@ChrisOlin @rubicon59 "Syncora expects to distribute substantially all of the cash sale proceeds net of transaction-related expenses as soon as practicable after the closing of the sale." $SYCRF"  
[X Link](https://x.com/JBierne/status/1169608851571843072)  2019-09-05T13:50Z [----] followers, [--] engagements


"$DEO cheapest its been in at least a decade"  
[X Link](https://x.com/JBierne/status/1970492785066434582)  2025-09-23T14:17Z [----] followers, [----] engagements


"Manchester United $MANU at a $2.6B Market Cap ( $3.4B EV)"  
[X Link](https://x.com/JBierne/status/1998847552553152601)  2025-12-10T20:09Z [----] followers, [----] engagements


"$DEO New CEO making moves: https://www.wsj.com/business/retail/diageo-to-sell-kenyan-drinks-stakes-to-japans-asahi-for-2-3-billion-7a67e9f0mod=business_feat1_deals_pos1 https://www.wsj.com/business/retail/diageo-to-sell-kenyan-drinks-stakes-to-japans-asahi-for-2-3-billion-7a67e9f0mod=business_feat1_deals_pos1"  
[X Link](https://x.com/JBierne/status/2001302460317544931)  2025-12-17T14:44Z [----] followers, [---] engagements


"2026 prediction: MONDAY COM LTD gets an offer to be acquired $MNDY currently at 3.8x [----] revs 3.2x [----] revs growing topline by 20% YOY w/ GAAP profitability"  
[X Link](https://x.com/JBierne/status/2002063897298415662)  2025-12-19T17:10Z [----] followers, [----] engagements


"LONG more $ZM $ZM LONG thesis https://t.co/1FRJlcdYSP $ZM LONG thesis https://t.co/1FRJlcdYSP"  
[X Link](https://x.com/JBierne/status/2013698332028174517)  2026-01-20T19:41Z [----] followers, [----] engagements


"@dottkhan $ZM is starting to reduce shares outstanding [--] PE"  
[X Link](https://x.com/JBierne/status/2014369573408043511)  2026-01-22T16:08Z [----] followers, [---] engagements


"$ADBE Wild $ADBE at [--] PE Historical PE ratio & Net Income: https://t.co/u3uI66y8jX Wild $ADBE at [--] PE Historical PE ratio & Net Income: https://t.co/u3uI66y8jX"  
[X Link](https://x.com/anyuser/status/2014372216255701297)  2026-01-22T16:18Z [----] followers, [----] engagements


"Jevons Paradox for graphic design videos illustrations etc $ADBE 🤯"  
[X Link](https://x.com/JBierne/status/2017292486234800501)  2026-01-30T17:43Z [----] followers, [---] engagements


"You are full of shit Dimon said of Brian Armstrong Bank of Americas Brian Moynihan sat for a 30-minute meeting but dismissed Armstrongs position saying If you want to be a bank just be a bank. $COIN"  
[X Link](https://x.com/anyuser/status/2021241962808868944)  2026-02-10T15:16Z [----] followers, [---] engagements


"$BRKA $BRKB Berkshire Hathaway history of Price to Book Value [--] years"  
[X Link](https://x.com/JBierne/status/1080923287570522112)  2019-01-03T20:26Z [----] followers, [--] engagements


"$BRKB Berkshire Hathaway's Top [--] public holdings: (YTD performance) $AAPL +44% $BAC +20% $KO +17% $WFC +13% $AXP +26% And largest subsidiary Burlington Northern: ( closes railroad peer performance YTD) $UNP +19% While $BRKB +2%"  
[X Link](https://x.com/JBierne/status/1178747277994651648)  2019-09-30T19:03Z [----] followers, [--] engagements


"***Updated YTD*** $BRKB Berkshire Hathaway's Top [--] public holdings: (YTD performance) $AAPL +60% $BAC +28% $KO +17% $WFC +15% $AXP +25% And largest subsidiary Burlington Northern: ( closes railroad peer performance YTD) $UNP +22% While $BRKB +4%"  
[X Link](https://x.com/JBierne/status/1189934290877988866)  2019-10-31T15:56Z [----] followers, [--] engagements


"$BRKA $BRKB Berkshire issuing debt today at ridiculously low rates in Japan: 😅🐐"  
[X Link](https://x.com/JBierne/status/1910756532318302347)  2025-04-11T18:07Z [----] followers, 98.3K engagements


"$BRKA $BRKB Berkshire Hathaway's Top [--] Assets:"  
[X Link](https://x.com/JBierne/status/1983546806916038833)  2025-10-29T14:49Z [----] followers, [----] engagements


"$ZM LONG thesis"  
[X Link](https://x.com/JBierne/status/2009713808017871329)  2026-01-09T19:48Z [----] followers, [----] engagements


"Wild $ADBE at [--] PE Historical PE ratio & Net Income:"  
[X Link](https://x.com/anyuser/status/2011819799819506124)  2026-01-15T15:16Z [----] followers, 14.7K engagements


"@retaox Picked up $DFS during COVID lockdowns & continue to hold through the $COF acquisition If they are even remotely successful at challenging amex visa & MasterCard Stock going much higher ( Long term )"  
[X Link](https://x.com/JBierne/status/2014721413496672563)  2026-01-23T15:26Z [----] followers, [---] engagements


"$ZM has a $17B Enterprise Value & $1.6B in net income ( TTM) who is going to bid on this"  
[X Link](https://x.com/JBierne/status/2014799740420976952)  2026-01-23T20:37Z [----] followers, [----] engagements


"Interesting thoughts on why maybe $ADBE isn't a terminal SHORT The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from @scottbelsky https://t.co/QQAujcYpBS The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from"  
[X Link](https://x.com/JBierne/status/2016180304105357346)  2026-01-27T16:03Z [----] followers, [----] engagements


"incoming $META"  
[X Link](https://x.com/anyuser/status/2016602776642453990)  2026-01-28T20:02Z [----] followers, [---] engagements


""Reality Labs losses peak in 2026" - Zuck $META"  
[X Link](https://x.com/anyuser/status/2016627059909374113)  2026-01-28T21:38Z [----] followers, [---] engagements


"Everyone at Adobe $ADBE that was involved in the $20B offer for Figma $FIG"  
[X Link](https://x.com/JBierne/status/2018422590054805739)  2026-02-02T20:33Z [----] followers, [---] engagements


"$ZM trades at [--] times [----] earnings Bought LEAPs"  
[X Link](https://x.com/anyuser/status/2018764021445394488)  2026-02-03T19:10Z [----] followers, [----] engagements


"Nvidia CEO Jensen Huang Says It's 'Illogical' to Think AI Will Replace Software Tools https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-02-04-2026/card/nvidia-s-huang-says-it-s-illogical-to-think-ai-will-replace-software-tools-FqQnxoNLLQqwGXkEKM6zgaa_at=eafs&gaa_n=AWEtsqfDtbeIwh5VJMyVvAUVhBmtRGryw5waZQ-L4X5yEk02KRxffWCc5cx7xhxZkX0%3D&gaa_ts=69835cac&gaa_sig=eFzzihTa4uIljUgfCFWYZJ8BRothxhUmsus1XFaXZiG8GM0IoUFVb-MVT3oIb7KCaq72zm9-A-SWNsPUJBPWXg%3D%3D"  
[X Link](https://x.com/anyuser/status/2019057592039784747)  2026-02-04T14:36Z [----] followers, [---] engagements


"WOAH what happened to $UHAL may be time to revisit"  
[X Link](https://x.com/JBierne/status/2019488896220860749)  2026-02-05T19:10Z [----] followers, [---] engagements


"$UHAL & $BRKA https://www.barrons.com/articles/rapid-change-protect-retirement-portfolio-88692942gaa_at=eafs&gaa_n=AWEtsqdlFfu6cyjA0l5DGFSerhndqtjqMdk-Dy-6HHpvlq9smgL1bYoqtNuX4rHFj3I%3D&gaa_ts=6984eecb&gaa_sig=L44HwumrW_72egfZZGP-jzx7NLEo1nzp5mm2UR5TytZ19ynOjgXOSgLluCxQcEtwspQhYAQeqaDPyO2T5madDQ%3D%3D https://www.barrons.com/articles/rapid-change-protect-retirement-portfolio-88692942gaa_at=eafs&gaa_n=AWEtsqdlFfu6cyjA0l5DGFSerhndqtjqMdk-Dy-6HHpvlq9smgL1bYoqtNuX4rHFj3I%3D&gaa_ts=6984eecb&gaa_sig=L44HwumrW_72egfZZGP-jzx7NLEo1nzp5mm2UR5TytZ19ynOjgXOSgLluCxQcEtwspQhYAQeqaDPyO2T5madDQ%3D%3D"  
[X Link](https://x.com/JBierne/status/2019489803276804130)  2026-02-05T19:14Z [----] followers, [---] engagements


"Jensen Huang pumping $META"  
[X Link](https://x.com/JBierne/status/2019827076434698468)  2026-02-06T17:34Z [----] followers, [---] engagements


"No One is safe from Vibe-Coding $BRKA $BRKB"  
[X Link](https://x.com/JBierne/status/2021287307748274626)  2026-02-10T18:17Z [----] followers, [---] engagements


"@firstadopter embrace the stupidity & profit off of it Very LONG $SCHW"  
[X Link](https://x.com/JBierne/status/2021306462383882383)  2026-02-10T19:33Z [----] followers, [---] engagements


"Bessent calls Brian $COIN a recalcitrant actor 😅 🔥BESSENT: COINBASE IS BLOCKING THE CRYPTO BILL Bessent says recalcitrant actors are blocking the crypto bill because theyd rather have no legislation than one they dislike. That mirrors Coinbases stance with Brian Armstrong saying he'd rather have "no bill than a bad https://t.co/otbhjtBqgr 🔥BESSENT: COINBASE IS BLOCKING THE CRYPTO BILL Bessent says recalcitrant actors are blocking the crypto bill because theyd rather have no legislation than one they dislike. That mirrors Coinbases stance with Brian Armstrong saying he'd rather have "no"  
[X Link](https://x.com/anyuser/status/2021235827355918402)  2026-02-10T14:52Z [----] followers, [----] engagements


"Net income up shares outstanding down Buybacks will ramp up with this incorrect AI narrative hope the stock stays down long enough $SCHW"  
[X Link](https://x.com/anyuser/status/2021674625294315612)  2026-02-11T19:56Z [----] followers, [---] engagements


"$BRKB should be ripping higher given these AI panics"  
[X Link](https://x.com/anyuser/status/2021995879297953844)  2026-02-12T17:12Z [----] followers, [---] engagements


"Musk suggested delaying Twitter deal over world war three concerns FYI: world war three would not be a MAE $TWTR https://www.ft.com/content/1b2eb3e0-8c0a-4f83-88c8-1c4528efe98f https://www.ft.com/content/1b2eb3e0-8c0a-4f83-88c8-1c4528efe98f"  
[X Link](https://x.com/JBierne/status/1567299417559941127)  2022-09-06T23:51Z [----] followers, [--] engagements


""The single-most important decision in evaluating a business is pricing power. " - Warren Buffett $MO"  
[X Link](https://x.com/JBierne/status/1621585336349376513)  2023-02-03T19:04Z [----] followers, [----] engagements


"RIP Charlie"  
[X Link](https://x.com/JBierne/status/1729607573790154901)  2023-11-28T21:05Z [----] followers, [----] engagements


"With rates going lower may be time to revisit $UHAL at 8-9x EBITDA"  
[X Link](https://x.com/JBierne/status/1999186985479446849)  2025-12-11T18:38Z [----] followers, [----] engagements


"$DEO green shoots 😄 Oz: "Alcohol is a social lubricant that brings people together. In the best case scenario I don't think you should drink alcohol but it does allow people an excuse to bond and socialize and there's probably nothing healthier than having a good time with friends in a safe way." https://t.co/5wJwMiPzUN Oz: "Alcohol is a social lubricant that brings people together. In the best case scenario I don't think you should drink alcohol but it does allow people an excuse to bond and socialize and there's probably nothing healthier than having a good time with friends in a safe"  
[X Link](https://x.com/JBierne/status/2008980215159214154)  2026-01-07T19:13Z [----] followers, [---] engagements


"Wouldn't bet against Fairbank $COF not done building global payments co & expanding moat"  
[X Link](https://x.com/JBierne/status/2014713045595951204)  2026-01-23T14:53Z [----] followers, [----] engagements


"@compound248 Valuation matters $ZM at 10-11 PE"  
[X Link](https://x.com/JBierne/status/2019224097184428198)  2026-02-05T01:38Z [----] followers, [----] engagements


"Big disconnect in valuation between $META & $GOOGL Meta growing faster better margins and lower PE"  
[X Link](https://x.com/anyuser/status/2019444216540111144)  2026-02-05T16:13Z [----] followers, [----] engagements


"$MNDY Mgmt credibility"  
[X Link](https://x.com/JBierne/status/2020861240919183402)  2026-02-09T14:04Z [----] followers, [----] engagements


"$META revenue growth accelerated in its most recent report Yet it trades at [--] PE"  
[X Link](https://x.com/anyuser/status/2020890676884332881)  2026-02-09T16:00Z [----] followers, [---] engagements


"Very strong interview/ rebuttal to AI fears from CEO of $SCHW on Bloomberg this morning - AI is reducing costs to service accounts - It is an accelerant for our financial advisor network - very bullish on this year & next - would recommend the stock to everyone if I could They are an AI winner & implementing the tech firm-wide for years https://twitter.com/i/web/status/2021576148350640283 https://twitter.com/i/web/status/2021576148350640283"  
[X Link](https://x.com/anyuser/status/2021576148350640283)  2026-02-11T13:24Z [----] followers, [----] engagements


"welcome to the $META party Ackman"  
[X Link](https://x.com/anyuser/status/2021613981568237647)  2026-02-11T15:55Z [----] followers, [---] engagements


"Found a company growing revs 9%+ YOY w/ 36% net income margins & reducing shares outstanding trades at a [--] x [----] EPS"  
[X Link](https://x.com/anyuser/status/2021640888787824971)  2026-02-11T17:42Z [----] followers, [----] engagements


"Good luck disrupting this company with an AI bank/brokerage: SCHWAB REPORTS RECORD 4Q AND FULL YEAR [----] RESULTS 4Q Core Net New Assets Total $163.9 Billion; $SCHW at [--] PE usually trades around [--] PE"  
[X Link](https://x.com/anyuser/status/2021671560298500248)  2026-02-11T19:43Z [----] followers, [---] engagements


"@elonmusk the Equity Investor shall be permitted to issue Tweets about the Merger or the transactions contemplated hereby so long as such Tweets do not disparage the Company or any of its Representatives. $TWTR"  
[X Link](https://x.com/JBierne/status/1526622173842096135)  2022-05-17T17:54Z [----] followers, [--] engagements


"@BrianSozzi The "software is dead" narrative has officially reached my mother-in-law"  
[X Link](https://x.com/anyuser/status/2021965822218870927)  2026-02-12T15:13Z [----] followers, [---] engagements


"***COINBASE: CUSTOMERS UNABLE TO BUY SELL TRANSFER AT THIS TIME*** enjoying your economic freedom yet $COIN"  
[X Link](https://x.com/anyuser/status/2022019925750186086)  2026-02-12T18:48Z [----] followers, [---] engagements


"$BRKA $BRKB Berkshire Hathaway notes: Book value gained 3.7% in Q2 [----] Book value gained 9.6% YTD Net cash flows from operating activities first six months = $16.7B up 4.2% YOY"  
[X Link](https://x.com/JBierne/status/1157642961284476931)  2019-08-03T13:22Z [----] followers, [--] engagements


"Wow $BRKB $BRKA "Berkshire the US investment conglomerate priced the 430bn six-part bond with maturities of five seven [--] [--] [--] and [--] years ranging in size from 19bn to 147bn. Coupons ranged from [----] per cent to [---] per cent" https://www.ft.com/content/1341fcbe-d098-11e9-99a4-b5ded7a7fe3f https://www.ft.com/content/1341fcbe-d098-11e9-99a4-b5ded7a7fe3f"  
[X Link](https://x.com/JBierne/status/1170043218857201664)  2019-09-06T18:36Z [----] followers, [--] engagements


"Mis-priced trophy assets: Madison Square Garden - $MSG Vivendi ( Universal Music Group ) - $VIVHY Formula One Group - $FWONA Liberty Braves - $BATRK"  
[X Link](https://x.com/JBierne/status/1237056305392685056)  2020-03-09T16:43Z [----] followers, [--] engagements


"created my own Sports ETF: $MSG $BATRK $FWONA $MANU any others"  
[X Link](https://x.com/JBierne/status/1250442090862927874)  2020-04-15T15:13Z [----] followers, [--] engagements


"Who is materially reducing shares outstanding right now obvi $BRKB who else"  
[X Link](https://x.com/JBierne/status/1522575489596022784)  2022-05-06T13:54Z [----] followers, [---] engagements


"reminder: you can outsource all of this to $BRKB for free & do something else"  
[X Link](https://x.com/JBierne/status/1573371373170425858)  2022-09-23T17:59Z [----] followers, [--] engagements


"favorite stock cannibal right now ( besides Berkshire $BRKB )"  
[X Link](https://x.com/JBierne/status/1574804447573774341)  2022-09-27T16:53Z [----] followers, [--] engagements


"@AC_newtothis people been asking that for a long time US prices are a bargain $MO cost per minute of enjoyment can't be beat"  
[X Link](https://x.com/JBierne/status/1694797284708421803)  2023-08-24T19:42Z [----] followers, [--] engagements


"What is your favorite "owner/operator" company that is reasonably valued"  
[X Link](https://x.com/JBierne/status/1709612498427453800)  2023-10-04T16:52Z [----] followers, [----] engagements


"Absolutely Wild how much they have returned to shareholders through buybacks $ALLY"  
[X Link](https://x.com/JBierne/status/1733222001928491284)  2023-12-08T20:28Z [----] followers, [---] engagements


"if only $BRKA Berkshire Hathaway could own more than 10% of $ALLY"  
[X Link](https://x.com/JBierne/status/1733223613820453157)  2023-12-08T20:34Z [----] followers, [---] engagements


"I know a fair amount of people who are/were SHORT $ALLY bc auto loans were going to default en masse. Still a decently shorted stock could provide an extra tailwind in the near term given that the valuation is undemanding"  
[X Link](https://x.com/JBierne/status/1748444973765157009)  2024-01-19T20:39Z [----] followers, [---] engagements


"If $ALLY does around $5.40 EPS in [----] Should it trade at [---] x PE (2025)"  
[X Link](https://x.com/JBierne/status/1749532068315300223)  2024-01-22T20:38Z [----] followers, [---] engagements


"Q4: family of Apps Operating Income = $21 Billion 🤯🤯🤯 $META is cheap"  
[X Link](https://x.com/JBierne/status/1753168362262217168)  2024-02-01T21:28Z [----] followers, [---] engagements


"$META may be on the path to $25 EPS not crazy to think they can be worth [--] x earnings $625 target vs $474 stock price today 30% upside seems reasonable in next year"  
[X Link](https://x.com/JBierne/status/1753442780012065007)  2024-02-02T15:38Z [----] followers, [----] engagements


"Diageo at a mid teens PE multiple on [----] w/ 20% net income margins is getting mildly interesting $DEO"  
[X Link](https://x.com/JBierne/status/1819088340198773034)  2024-08-01T19:10Z [----] followers, [---] engagements


"$UHAL 's book value of owned real estate is $9.5 Billion 🤯 REIT analysts may want to run the comps"  
[X Link](https://x.com/JBierne/status/1821983879458099382)  2024-08-09T18:56Z [----] followers, [----] engagements


"$MTCH Focusing on Power users- You never know which date is gonna hit or not. Its a crapshoot he says. Its low-key addicting. https://www.wired.com/story/confessions-of-a-hinge-power-user/ https://www.wired.com/story/confessions-of-a-hinge-power-user/"  
[X Link](https://x.com/JBierne/status/1834601661471342961)  2024-09-13T14:34Z [----] followers, [---] engagements


"@DanielSLoeb1 @levie As a $BOX shareholder I'm truly excited to see Aaron's feed revert back to quality business takes / insight into tech Let's Go"  
[X Link](https://x.com/JBierne/status/1854154935702565007)  2024-11-06T13:32Z [----] followers, [---] engagements


"Most Visited E-Commerce & Shopping WebSites : $EBAY ranked #4 in the World - Ahead of Walmart"  
[X Link](https://x.com/JBierne/status/1867241107928617237)  2024-12-12T16:12Z [----] followers, [----] engagements


"If you lose $40K + per vehicle with a $7500 EV tax credit how much do you lose with zero EV tax credit 🤔 $RIVN 💀☠💀"  
[X Link](https://x.com/JBierne/status/1881719415282217468)  2025-01-21T15:04Z [----] followers, [----] engagements


"Generational group importance for Beverage Alcohol: Boomers & Millennials= 64% of $ Spend Gen Z= 5% of $ Spend $DEO perhaps the "Gen Z doesn't drink" narrative is not that important"  
[X Link](https://x.com/JBierne/status/1882463108712788095)  2025-01-23T16:19Z [----] followers, [----] engagements


"@DOGE $RIVN Administration orders states to halt EV charging programs https://www.washingtonpost.com/climate-environment/2025/02/06/trump-ev-charging-halt-transportation-department/ https://www.washingtonpost.com/climate-environment/2025/02/06/trump-ev-charging-halt-transportation-department/"  
[X Link](https://x.com/JBierne/status/1887872339792085177)  2025-02-07T14:33Z [----] followers, [---] engagements


"Why I lean towards $DEO over Brown Forman $BF.B ( high % of sales=bourbon) More diverse portfolio of brands"  
[X Link](https://x.com/JBierne/status/1887893087491379689)  2025-02-07T15:56Z [----] followers, [----] engagements


"$DEO [--] Year PE ratio Mean= [----] Current= 16.9"  
[X Link](https://x.com/JBierne/status/1887914845556851143)  2025-02-07T17:22Z [----] followers, [----] engagements


"@FishtownCap $DEO [--] Years of Operating margins Currently = 29%"  
[X Link](https://x.com/JBierne/status/1889118967668539857)  2025-02-11T01:07Z [----] followers, [---] engagements


"@DOGE This Ford Van has a range of [---] miles and cost $34k less $RIVN NGMI Caveat Emptor"  
[X Link](https://x.com/JBierne/status/1889409523510813097)  2025-02-11T20:21Z [----] followers, [---] engagements


"so that book value number is WAY too low when compared to market rate. $UHAL 's latest earnings call sheds light on their additional borrowing capacity against these assets ( $2B +) most optimistic I have heard Joe Shoen in a while"  
[X Link](https://x.com/JBierne/status/1890062395735003259)  2025-02-13T15:36Z [----] followers, [---] engagements


"Um is $HOOD really trading at 20x Revs"  
[X Link](https://x.com/JBierne/status/1890074140817911899)  2025-02-13T16:22Z [----] followers, [----] engagements


"# [--] Self Storage Co in US w/ [--] Million rentable sq ft + [----] million NRSF in development or pending and all self funded by $UHAL #REIT"  
[X Link](https://x.com/JBierne/status/1890116388657983955)  2025-02-13T19:10Z [----] followers, [---] engagements


"$EBAY looking very savvy with those warrants they got in [----] for 5% of Adyen $ADYEY"  
[X Link](https://x.com/JBierne/status/1890117881436033285)  2025-02-13T19:16Z [----] followers, [---] engagements


"context: $EBAY https://www.reuters.com/article/business/ebay-could-end-up-with-5-percent-stake-in-dutch-fintech-firm-adyen-report-idUSKCN1J01G6/ https://www.reuters.com/article/business/ebay-could-end-up-with-5-percent-stake-in-dutch-fintech-firm-adyen-report-idUSKCN1J01G6/"  
[X Link](https://x.com/JBierne/status/1890118293496950921)  2025-02-13T19:18Z [----] followers, [---] engagements


"It seems to me that $SHOP Shopify's take rate is intentionally too low while $COIN Coinbase's take rate is intentionally too high"  
[X Link](https://x.com/JBierne/status/1890439927386521824)  2025-02-14T16:36Z [----] followers, [----] engagements


"@DOGE Rivian's losses report is scheduled for next week Should be a doozy $RIVN Over/Under : Loss of $660M"  
[X Link](https://x.com/JBierne/status/1890499398133535140)  2025-02-14T20:32Z [----] followers, [----] engagements


"@FishtownCap Gen Z doesn't drink Everyone will go on GLP-1 & drink less Berkshire buys $STZ in Q4 $BRKA $DEO"  
[X Link](https://x.com/JBierne/status/1890757407849988117)  2025-02-15T13:37Z [----] followers, [---] engagements


"everyone telling me Warren B is a bagholder & $OXY earnings going to be awful"  
[X Link](https://x.com/JBierne/status/1891957002164707485)  2025-02-18T21:04Z [----] followers, [----] engagements


"make $MTCH look like a compounder Bumble YoY Revenue Growth $BMBL https://t.co/Lw6GLOm024 Bumble YoY Revenue Growth $BMBL https://t.co/Lw6GLOm024"  
[X Link](https://x.com/JBierne/status/1892317186556838027)  2025-02-19T20:55Z [----] followers, [---] engagements


"@UnHedgedChatter @DOGE hilarious to see people bid this up after hours tomorrow a different story $RIVN"  
[X Link](https://x.com/JBierne/status/1892698341034602915)  2025-02-20T22:10Z [----] followers, [---] engagements


"@UnHedgedChatter @DOGE $RIVN bulls finding out what "gross margin" means"  
[X Link](https://x.com/JBierne/status/1892705120829251765)  2025-02-20T22:37Z [----] followers, [----] engagements


"@irbezek i would hope they learned a lesson or two from that Canopy investment"  
[X Link](https://x.com/JBierne/status/1893036428893827460)  2025-02-21T20:33Z [----] followers, [---] engagements


"I have this feeling there will be a major announcement by Berkshire this weekend $BRKA $BRKB"  
[X Link](https://x.com/JBierne/status/1893042006760329717)  2025-02-21T20:56Z [----] followers, [---] engagements


"@UnHedgedChatter @DOGE Maybe time for another podcast $RIVN HAPPY FRIDAY"  
[X Link](https://x.com/JBierne/status/1893149596936782330)  2025-02-22T04:03Z [----] followers, [---] engagements


"January [--] 2024: "The R2 program has been designed entirely around achieving the $7500 tax credit." Implication: The tax credit is foundational to the R2s strategy. $RIVN"  
[X Link](https://x.com/JBierne/status/1894087608361246967)  2025-02-24T18:10Z [----] followers, [---] engagements


"January [--] 2025: "I dont think were particularly worried about any of it because whatever happens will be equally applied to all." - rj scaringe $RIVN reflecting on the potential repeal of the $7500 tax credit under the Trump administration"  
[X Link](https://x.com/JBierne/status/1894088967869329621)  2025-02-24T18:16Z [----] followers, [---] engagements


"$RIVN Which is it Does the EV tax incentive matter or not"  
[X Link](https://x.com/JBierne/status/1894089807946522999)  2025-02-24T18:19Z [----] followers, [---] engagements


"New $RIVN price target"  
[X Link](https://x.com/JBierne/status/1894121047160459343)  2025-02-24T20:23Z [----] followers, [---] engagements


"when 50% of $OXY float is locked down by diamond hands Berkshire and Occidental starts buying back shares going to get interesting"  
[X Link](https://x.com/JBierne/status/1894482804202725691)  2025-02-25T20:21Z [----] followers, [----] engagements


"@DOGE $RIVN Dilution Risks & limited market scale (going to single digits)"  
[X Link](https://x.com/JBierne/status/1902747900246929547)  2025-03-20T15:43Z [----] followers, [---] engagements


"waiting for a $BATRK sale any day. 👀👀👀 https://www.cnbc.com/2025/03/20/boston-celtics-sold-for-6point1-billion-to-bill-chisholm-sixth-street-group.html https://www.cnbc.com/2025/03/20/boston-celtics-sold-for-6point1-billion-to-bill-chisholm-sixth-street-group.html"  
[X Link](https://x.com/JBierne/status/1902809961396044223)  2025-03-20T19:50Z [----] followers, [----] engagements


"$BATRK $BATRA Investor Mario Gabelli says Atlanta Braves stock is a buy https://www.cnbc.com/video/2025/03/26/gamco-investors-ceo-mario-gabelli-says-buy-shares-of-the-atlanta-braves.html waiting for a $BATRK sale any day. 👀👀👀 https://t.co/B5JLmtP8vj https://www.cnbc.com/video/2025/03/26/gamco-investors-ceo-mario-gabelli-says-buy-shares-of-the-atlanta-braves.html waiting for a $BATRK sale any day. 👀👀👀 https://t.co/B5JLmtP8vj"  
[X Link](https://x.com/JBierne/status/1905005927570317602)  2025-03-26T21:16Z [----] followers, [----] engagements


"$CWH dumpster fire not over: - Average selling price of new vehicles sold decreased 4.4% - Net loss was $24.7 million for the first quarter of [----] - Only $20M in cash on balance sheet"  
[X Link](https://x.com/JBierne/status/1917576776827498629)  2025-04-30T13:48Z [----] followers, [---] engagements


"Added to $DEO"  
[X Link](https://x.com/JBierne/status/1951355333319991510)  2025-08-01T18:52Z [----] followers, [----] engagements


"Headlines incoming: Berkshire has lost its mojo 😱 $BRKB"  
[X Link](https://x.com/JBierne/status/1952452861796798843)  2025-08-04T19:33Z [----] followers, [----] engagements


"Earnings out We delivered 1.7% organic net sales growth reflecting the strength of our portfolio fiscal [--] expect organic sales growth to be similar to fiscal [--] and organic operating profit growth to be mid-single-digit Growth company 🔥 Going to re-rate to [--] PE $DEO"  
[X Link](https://x.com/JBierne/status/1952652101311397931)  2025-08-05T08:45Z [----] followers, [----] engagements


"@DOGE that time of year again when we get reminded how bad of a business Rivian is. over/under is $905M loss for the quarter $RIVN"  
[X Link](https://x.com/JBierne/status/1952787378143134109)  2025-08-05T17:42Z [----] followers, [----] engagements


"Stones throw away from buyback territory Cheaper than S&P [---] too $BRKA $BRKB"  
[X Link](https://x.com/JBierne/status/1953796989893726694)  2025-08-08T12:34Z [----] followers, [---] engagements


"$MNDY growing Revenues by 27% YOY with 90% Gross margins 116% NDR yet it trades around 5x 2026(e) revenue"  
[X Link](https://x.com/JBierne/status/1962911839198597140)  2025-09-02T16:13Z [----] followers, [----] engagements


"$MNDY valuation vs Avg high growth Software Cos"  
[X Link](https://x.com/JBierne/status/1962941427333111999)  2025-09-02T18:11Z [----] followers, [----] engagements


"$UHAL Warren Buffett has helped popularize the idea of corporate moats or durable competitive advantages. Few companies have a larger moat than U-Haul Holding https://www.barrons.com/articles/buy-u-haul-stock-price-pick-uhal-5376f94e https://www.barrons.com/articles/buy-u-haul-stock-price-pick-uhal-5376f94e"  
[X Link](https://x.com/JBierne/status/1964047021477941534)  2025-09-05T19:24Z [----] followers, [----] engagements


"I can see it now $UHAL $BRKA"  
[X Link](https://x.com/JBierne/status/1964051758822629636)  2025-09-05T19:43Z [----] followers, [---] engagements


"What PE should this company trade at 😱"  
[X Link](https://x.com/JBierne/status/1965488958663774479)  2025-09-09T18:54Z [----] followers, [----] engagements


"RPO growing 13% YOY is significant 👀 (forward looking metric provides visibility into future revenue - think "backlog" but recurring ) $ADBE"  
[X Link](https://x.com/JBierne/status/1966573988739510328)  2025-09-12T18:45Z [----] followers, [----] engagements


"$SCHW update: at 17x [----] EPS @tk_financial Ultimately their competitive advantage of massive scale & low cost will likely endure for years to come Ie. "scaled economies shared" Buy this year on depressed earnings for the 2024/2025 rebound ($4 & $5 EPS estimate) Could double by 2025ish $SCHW @tk_financial Ultimately their competitive advantage of massive scale & low cost will likely endure for years to come Ie. "scaled economies shared" Buy this year on depressed earnings for the 2024/2025 rebound ($4 & $5 EPS estimate) Could double by 2025ish $SCHW"  
[X Link](https://x.com/JBierne/status/1971228496598053087)  2025-09-25T15:01Z [----] followers, [----] engagements


"Monday CRM was launched a few years ago & is probably worth a couple billion now $MNDY"  
[X Link](https://x.com/JBierne/status/1975603272443650197)  2025-10-07T16:44Z [----] followers, [---] engagements


"$MNDY CRM reaches $100M ARR in [--] years"  
[X Link](https://x.com/JBierne/status/1975604077896577380)  2025-10-07T16:48Z [----] followers, [---] engagements


"for those asking about 5x revs multiple: Enterprise Value is currently $8B [----] revenues of $1.5B $MNDY trades at a significant discount to peers LONG"  
[X Link](https://x.com/JBierne/status/1975617297953005886)  2025-10-07T17:40Z [----] followers, [---] engagements


"Recent SAAS acquisitions ( M&A) w/ revenue growth rate & EV/Sales multiple $MNDY growing 27% YOY 10x revs is feasible"  
[X Link](https://x.com/JBierne/status/1975630222684004721)  2025-10-07T18:32Z [----] followers, [---] engagements


"$MNDY What company outside of PE would be a strategic acquirer of $ORCL http://Monday.com http://Monday.com"  
[X Link](https://x.com/JBierne/status/1976007540514398311)  2025-10-08T19:31Z [----] followers, [---] engagements


"@buccocapital was just looking at it $TEAM 18% rev growth moving forward at 6x revs"  
[X Link](https://x.com/JBierne/status/1978130633323892974)  2025-10-14T16:07Z [----] followers, [----] engagements


"margins are expanding at Schwab $SCHW what is the appropriate PE ratio for a company that has 37% net income margins #neversell"  
[X Link](https://x.com/JBierne/status/1978822851672097049)  2025-10-16T13:58Z [----] followers, [---] engagements


"$COF at [--] PE while Mastercard & Visa at [--] + PEs"  
[X Link](https://x.com/JBierne/status/1978893402042229013)  2025-10-16T18:38Z [----] followers, [----] engagements


"$COF Get LONG"  
[X Link](https://x.com/JBierne/status/1978894828076175774)  2025-10-16T18:44Z [----] followers, [---] engagements


"Still baffled at how low $MNDY valuation is $MNDY valuation vs Avg high growth Software Cos https://t.co/ByL2wWtFyj $MNDY valuation vs Avg high growth Software Cos https://t.co/ByL2wWtFyj"  
[X Link](https://x.com/JBierne/status/1978901249232638332)  2025-10-16T19:09Z [----] followers, [----] engagements


"$BRKB Buy when the VIX is High"  
[X Link](https://x.com/JBierne/status/1978903932689609097)  2025-10-16T19:20Z [----] followers, [---] engagements


"Mr Market not believing these EPS growth estimates $ALLY at [---] PE & under book value"  
[X Link](https://x.com/JBierne/status/1979274582793294145)  2025-10-17T19:53Z [----] followers, [----] engagements


"$ALLY Book value & buybacks"  
[X Link](https://x.com/JBierne/status/1979275312564441557)  2025-10-17T19:56Z [----] followers, [---] engagements


"What other stocks does "Lefty" like 🏌🛢"  
[X Link](https://x.com/JBierne/status/1980609074061332565)  2025-10-21T12:16Z [----] followers, [---] engagements


"Maybe $SNAP needs a better CEO / Owner 👀 Boomer Question: Why can't Snapchat make money - ever $SNAP https://t.co/IJoqRSvYi9 Boomer Question: Why can't Snapchat make money - ever $SNAP https://t.co/IJoqRSvYi9"  
[X Link](https://x.com/JBierne/status/1981060909801099356)  2025-10-22T18:11Z [----] followers, [----] engagements


"$SNAP is dumpster fire But CEO"  
[X Link](https://x.com/JBierne/status/1981535062312026335)  2025-10-24T01:35Z [----] followers, [----] engagements


"Mother in law: "What's wrong with Berkshire Hathaway" " Do they have AI stocks" Time to think about buying $BRKB"  
[X Link](https://x.com/JBierne/status/1983151952541479385)  2025-10-28T12:40Z [----] followers, [---] engagements


"Trades at a median PE ratio ( [--] yr) $BRKB And cheaper than S&P [---] at [--] PE"  
[X Link](https://x.com/JBierne/status/1983156258824958291)  2025-10-28T12:57Z [----] followers, [---] engagements


"$BRKA $BRKB FOR IMMEDIATE RELEASE Berkshire Hathaway Embraces AI: Becomes Premium ChatGPT Subscriber OMAHA NE 🤣 (it's the only thing that can save this dumpster-fire)"  
[X Link](https://x.com/JBierne/status/1983260548998242469)  2025-10-28T19:52Z [----] followers, [--] engagements


"buy some $META after-hours [--] PE w/ 40% operating margins fundamentals much better than anticipated:"  
[X Link](https://x.com/JBierne/status/1983635886471541078)  2025-10-29T20:43Z [----] followers, [----] engagements


"wait what Snap CEO Evan Spiegel: Meta's glasses are what we built [--] years ago $SNAP"  
[X Link](https://x.com/JBierne/status/1983965671441457437)  2025-10-30T18:34Z [----] followers, [----] engagements


"Are the $SNAP glasses rose colored"  
[X Link](https://x.com/JBierne/status/1983966899676570082)  2025-10-30T18:39Z [----] followers, [---] engagements


"Excited to read Warren B's Turkey Day letter on Nov 10th $BRKB $BRKA Let's Go"  
[X Link](https://x.com/JBierne/status/1983972003410596295)  2025-10-30T18:59Z [----] followers, [---] engagements


"@buccocapital I have a rather large incentive for it to rebound shortly so I will be posting Buffet quotes soon $META"  
[X Link](https://x.com/JBierne/status/1983983029589832120)  2025-10-30T19:43Z [----] followers, [---] engagements


"$ADBE CFO buying + $8.4B in repurchases remaining:"  
[X Link](https://x.com/JBierne/status/1984336297331507372)  2025-10-31T19:06Z [----] followers, [----] engagements


"$BRKB now at [--] PE (LTM) $BRKA $BRKB Berkshire Hathaway's Top [--] Assets: https://t.co/dOHIObcOT8 $BRKA $BRKB Berkshire Hathaway's Top [--] Assets: https://t.co/dOHIObcOT8"  
[X Link](https://x.com/JBierne/status/1984347218707693785)  2025-10-31T19:50Z [----] followers, [----] engagements


"MAG [--] at [--] PE ( 2026) $META at [--] PE ( 2026)"  
[X Link](https://x.com/JBierne/status/1985362522740846824)  2025-11-03T15:04Z [----] followers, [----] engagements


"What is the right P/S multiple for Palantir $PLTR Over [---] 70-100 under [--] 40-70 Over [---] 70-100 under [--] 40-70"  
[X Link](https://x.com/JBierne/status/1985438309741707329)  2025-11-03T20:05Z [----] followers, [---] engagements


"@AureliusValue was right about $EGBN CEO steps down"  
[X Link](https://x.com/JBierne/status/1985749716815024252)  2025-11-04T16:43Z [----] followers, [---] engagements


"$DEO Diageo PE ratio is in free fall earnings out soon w/ AGM"  
[X Link](https://x.com/JBierne/status/1985797564231536999)  2025-11-04T19:53Z [----] followers, [---] engagements


"@DOGE prepare for the blame game "earnings" call in a minute $RIVN"  
[X Link](https://x.com/JBierne/status/1985813142006284521)  2025-11-04T20:55Z [----] followers, [---] engagements


"@DOGE I admit the pull forward in sales from the EV credit expiration was a positive surprise short term/temporary pop in shares makes sense enjoy $RIVN"  
[X Link](https://x.com/JBierne/status/1986098865188098173)  2025-11-05T15:50Z [----] followers, [---] engagements


"$BATRK earnings out looked fantastic -revenue grew to $312 million in the third quarter of [----] up 7% $BATRK watching every other sports team get buyout interest https://t.co/2Yq3XToAse $BATRK watching every other sports team get buyout interest https://t.co/2Yq3XToAse"  
[X Link](https://x.com/JBierne/status/1986105489017512321)  2025-11-05T16:17Z [----] followers, [----] engagements


"would Drew sell $DBX on track for $1B in Free Cash Flow (Unlevered) [----] w/ a $7.7B Market Cap PE or strategic buyer"  
[X Link](https://x.com/JBierne/status/1986833416411820246)  2025-11-07T16:29Z [----] followers, [---] engagements


"Preview of Berkshire Hathaway letter dropping on Nov 10th: $BRKA $BRKB 🚀🚀🚀"  
[X Link](https://x.com/JBierne/status/1986871969229275411)  2025-11-07T19:02Z [----] followers, [---] engagements


"priced to flounder & not adapt $ADBE at [--] PE"  
[X Link](https://x.com/JBierne/status/1986895676681458172)  2025-11-07T20:36Z [----] followers, [---] engagements


"$MNDY -20%) pre- market is tempting"  
[X Link](https://x.com/JBierne/status/1987856916790325452)  2025-11-10T12:16Z [----] followers, [----] engagements


"4.4 x [----] revs RPO were $747 million up 36% from $548 million $MNDY"  
[X Link](https://x.com/JBierne/status/1987901215250718822)  2025-11-10T15:12Z [----] followers, [---] engagements


"15% Operating margins going higher $MNDY"  
[X Link](https://x.com/JBierne/status/1987907036428873816)  2025-11-10T15:35Z [----] followers, [---] engagements


"huge reversal coming $MNDY"  
[X Link](https://x.com/JBierne/status/1987910346603184487)  2025-11-10T15:48Z [----] followers, [---] engagements


""$1.8 billion in revenue in [----] implying average growth of nearly 23% annually over the next three years." w $MNDY at cheapest P/S multiple EVER"  
[X Link](https://x.com/JBierne/status/1988280928146170016)  2025-11-11T16:21Z [----] followers, [----] engagements


"$META at [--] PE Zuck is a reckless poor capital allocator"  
[X Link](https://x.com/JBierne/status/1988640021386088858)  2025-11-12T16:08Z [----] followers, [----] engagements


"@ContrarianCurse @valuations_ I like this convo two $META narratives:"  
[X Link](https://x.com/JBierne/status/1988655557847507311)  2025-11-12T17:10Z [----] followers, [---] engagements


"if this continues Orlando Bravo is coming for you $MNDY"  
[X Link](https://x.com/JBierne/status/1988984295755772088)  2025-11-13T14:56Z [----] followers, [---] engagements


"i bought a little $METU"  
[X Link](https://x.com/JBierne/status/1989064067110326656)  2025-11-13T20:13Z [----] followers, [---] engagements


"$MNDY at $160 is actually at only: 4.3x [----] revs ( EV) 3.6x [----] revs ( EV) 26% rev growth 245K customers w/ $1.8B in net cash Screaming buyout target for larger Enterprise CRM co to supercharge workflows. DCF says 50%+ undervalued"  
[X Link](https://x.com/JBierne/status/1989409537389195577)  2025-11-14T19:06Z [----] followers, [---] engagements


"@benitoz i see an opportunity for an acquisition"  
[X Link](https://x.com/JBierne/status/1989410031880806645)  2025-11-14T19:08Z [----] followers, [--] engagements


"$BABA $DJCO https://www.ft.com/content/30fb83a0-8cb9-4805-b5d2-19b5ef510043 https://www.ft.com/content/30fb83a0-8cb9-4805-b5d2-19b5ef510043"  
[X Link](https://x.com/JBierne/status/1989434663761502339)  2025-11-14T20:46Z [----] followers, [---] engagements


"$COF back to an extremely reasonable [--] PE Future Visa & Mastercard challenger"  
[X Link](https://x.com/JBierne/status/1990806158312144973)  2025-11-18T15:35Z [----] followers, [---] engagements


"Q4 Berkshire 13-F will include $META $BRKA"  
[X Link](https://x.com/JBierne/status/1991157547881943424)  2025-11-19T14:52Z [----] followers, [----] engagements


"$ADBE wild PE contraction [--] yr low"  
[X Link](https://x.com/JBierne/status/1991211792350028109)  2025-11-19T18:27Z [----] followers, [---] engagements


"Smartsheets ( comp) was acquired by Blackstone and Vista Equity Partners for about 7x sales ( forward) Applying a similar multiple to $MNDY : [----] Revs $1.5B x [--] =$10.5B + $1.5B in net cash = $12B market Cap Current market cap $7.7B"  
[X Link](https://x.com/JBierne/status/1991539676046586177)  2025-11-20T16:10Z [----] followers, [---] engagements


"$MNDY investor day: authorized a stock repurchase program - said they would be opportunistic Given the historically low valuation guidance for continued 20%+ rev growth $350M in cash from Ops (TTM) we strongly recommend an ASR & actually reduce shares outstanding @zzeran"  
[X Link](https://x.com/JBierne/status/1991923927061594243)  2025-11-21T17:37Z [----] followers, [---] engagements


"@zzeran for reference: share dilution & total return for long-term public owners $MNDY"  
[X Link](https://x.com/JBierne/status/1991931898592174546)  2025-11-21T18:09Z [----] followers, [---] engagements


"imagine if $MNDY took half of the $870M stock buyback authorization & did an ASR where they actually reduced shares outstanding by around 5% could probably achieve it in a week shareholders potential investors & employees would cheer it & finally give some hope for substantial future equity returns"  
[X Link](https://x.com/JBierne/status/1991941624952246485)  2025-11-21T18:47Z [----] followers, [----] engagements


"@zzeran Shareholders: Do you like the above suggestion of an Accelerated Share Repurchase (ASR) $MNDY (at today's Enterprise value of $6B or 3.3x [----] revenues) Yes No not sure Yes No not sure"  
[X Link](https://x.com/JBierne/status/1991946217517879737)  2025-11-21T19:06Z [----] followers, [----] engagements


"If status quo continues at $MNDY stock will continue to under-perform & then a 20% premium will offered by Thoma Bravo to long suffering shareholders & they will vote for it @zzeran imagine if $MNDY took half of the $870M stock buyback authorization & did an ASR where they actually reduced shares outstanding by around 5% could probably achieve it in a week shareholders potential investors & employees would cheer it & finally give some hope for https://t.co/1REOUmHYGC @zzeran imagine if $MNDY took half of the $870M stock buyback authorization & did an ASR where they actually reduced shares"  
[X Link](https://x.com/JBierne/status/1993354347963412524)  2025-11-25T16:21Z [----] followers, [----] engagements


"🚩🚩🚩 $BBBY & $CWH Marcus Lemonis: I want the last part of my career to be foundational housing and family housing and generational wealth building. People thought I got involved with Bed Bath and Beyond $BBBY because I wanted to sell towels and bedding and stuff for your kitchen. That isnt https://t.co/mJtsK6zGuU Marcus Lemonis: I want the last part of my career to be foundational housing and family housing and generational wealth building. People thought I got involved with Bed Bath and Beyond $BBBY because I wanted to sell towels and bedding and stuff for your kitchen. That isnt"  
[X Link](https://x.com/JBierne/status/1995879342677918109)  2025-12-02T15:34Z [----] followers, [----] engagements


"$ZM Zoom is trading under [--] PE on [----] ( ex cash) 🤔 w/ 30% net income margins CFO just affirmed that they are going to reduce shares outstanding $1.3B buyback authorization"  
[X Link](https://x.com/JBierne/status/1995954791386939831)  2025-12-02T20:34Z [----] followers, [----] engagements


"& reduce SBC 🫡 $ZM"  
[X Link](https://x.com/JBierne/status/1995955321635037263)  2025-12-02T20:36Z [----] followers, [---] engagements


"$ZM Enterprise Value is $17B trading at just 9x [----] operating profit & 9.6x FCF"  
[X Link](https://x.com/JBierne/status/1996064386151317556)  2025-12-03T03:50Z [----] followers, [---] engagements


"Interesting given the healthy margins product diversification & guidance for revenue acceleration in [----] $ZM"  
[X Link](https://x.com/JBierne/status/1996064872912879776)  2025-12-03T03:52Z [----] followers, [----] engagements


"Is this the Anthropic investment they made in May [----] Now worth $1B 🤯 Math Guess on Anthropic investment by Zoom: Entry Valuation: $4.1 Billion (May 2023) New Valuation: $183 Billion (Sept 2025) Multiple: 45x return $ZM"  
[X Link](https://x.com/JBierne/status/1996214281189110067)  2025-12-03T13:45Z [----] followers, [----] engagements


"@zzeran The market has spoken $MNDY needs to act more shareholder friendly & reduce shares outstanding if they ever want investors to get interested in their poorly performing equity if not PE firms show up later"  
[X Link](https://x.com/JBierne/status/1996302263908798912)  2025-12-03T19:35Z [----] followers, [----] engagements


"Buybacks 🙏 $MNDY $mndy gugg launches with buy - love the gugg report format - the best https://t.co/jBNQiEleSe $mndy gugg launches with buy - love the gugg report format - the best https://t.co/jBNQiEleSe"  
[X Link](https://x.com/JBierne/status/1996592324768403820)  2025-12-04T14:47Z [----] followers, [---] engagements


"$ADBE Reduce that float"  
[X Link](https://x.com/JBierne/status/1998870337011020012)  2025-12-10T21:40Z [----] followers, [---] engagements


"$ADBE FY [----] guidance This Total Adobe ARR book of business growth target of 10.2% translates to approximately $2.6 billion of growth which would be our highest beginning-of-year guide for total net new ARR"  
[X Link](https://x.com/JBierne/status/1998870986037535118)  2025-12-10T21:42Z [----] followers, [---] engagements


"$ADBE continues to chug along - operating margin of approximately 45.0% ( FY26) against this valuation backdrop: [--] PE"  
[X Link](https://x.com/JBierne/status/1998878498761716165)  2025-12-10T22:12Z [----] followers, [----] engagements


"Hoping $MANU continues to sell off"  
[X Link](https://x.com/JBierne/status/1999100419432157352)  2025-12-11T12:54Z [----] followers, [---] engagements


"Synopsis of $ADBE quarter: ARR grew 11.5% RPO expanded 12.8% year over year total monthly active users increased 15% while revenue was up 10.5%. Generative credits were up three times sequentially"  
[X Link](https://x.com/JBierne/status/1999151986994749529)  2025-12-11T16:19Z [----] followers, [---] engagements


"@crowdturtle not in my base case- don't think you need topline acceleration for this investment to work given the historically low valuation ( [----] PE [----] ) If they can accelerate revenue growth from +10% that would be icing on the cake ( [--] + PE is rational) $ADBE"  
[X Link](https://x.com/JBierne/status/1999158396881150028)  2025-12-11T16:44Z [----] followers, [--] engagements


"@zzeran It is time for shareholder activism $MNDY"  
[X Link](https://x.com/JBierne/status/1999195417402122718)  2025-12-11T19:11Z [----] followers, [---] engagements


"cheap enough I'm in $MANU could be sold in next couple of years at double the current price #ManchesterUnited"  
[X Link](https://x.com/JBierne/status/1999549607223742940)  2025-12-12T18:39Z [----] followers, [----] engagements


"Just got LONG Zoom $ZM Go to be worth more than [--] times earnings massive installed user base ( Zoom hosts over [---] million daily active users) AI product innovations are impressive from early user feedback Cheers to this hated stock working in 2026"  
[X Link](https://x.com/JBierne/status/2003842557575594268)  2025-12-24T14:57Z [----] followers, [---] engagements


"@DadInvest $BRKB"  
[X Link](https://x.com/JBierne/status/2003848833344933888)  2025-12-24T15:22Z [----] followers, [---] engagements


"Time to ditch the Co-CEO look in the new year $MNDY"  
[X Link](https://x.com/JBierne/status/2003868040908472819)  2025-12-24T16:39Z [----] followers, [---] engagements


"Did $ZM just add another $1B to its balance sheet ( strategic investments) Anthropic valuation doubled from Zoom's last earnings call 🤯 IPO on its way. https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4mod=breakingnews https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4mod=breakingnews"  
[X Link](https://x.com/anyuser/status/2008965909507932569)  2026-01-07T18:16Z [----] followers, [----] engagements


"Something feels off with the homebuilding company that really wants to be viewed as an NVR comp"  
[X Link](https://x.com/JBierne/status/2008993851009384845)  2026-01-07T20:07Z [----] followers, [---] engagements


"$COF down way too much premarket"  
[X Link](https://x.com/JBierne/status/2010683832714793219)  2026-01-12T12:02Z [----] followers, [---] engagements


"This 10% cap on credit cards will never happen $COF"  
[X Link](https://x.com/JBierne/status/2010685639293890842)  2026-01-12T12:09Z [----] followers, [---] engagements

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