# ![@JakeMRuth Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1660672688912838661.png) @JakeMRuth Jake Ruth

Jake Ruth posts on X about $abnb, $googl, stocks, $amzn the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1660672688912838661/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1660672688912838661/c:line/m:interactions.svg)

- [--] Week [-----] -16%
- [--] Month [------] +521%
- [--] Months [-------] -69%
- [--] Year [-------] +237%

### Mentions: [--] [#](/creator/twitter::1660672688912838661/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1660672688912838661/c:line/m:posts_active.svg)

- [--] Month [--] -17%
- [--] Months [---] -41%
- [--] Year [---] +17%

### Followers: [-----] [#](/creator/twitter::1660672688912838661/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1660672688912838661/c:line/m:followers.svg)

- [--] Week [-----] +0.50%
- [--] Month [-----] +2.70%
- [--] Months [-----] +8.90%
- [--] Year [-----] +139%

### CreatorRank: [---------] [#](/creator/twitter::1660672688912838661/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1660672688912838661/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$abnb](/topic/$abnb) #520, [$googl](/topic/$googl), [stocks](/topic/stocks), [$amzn](/topic/$amzn), [$msft](/topic/$msft), [money](/topic/money), [debt](/topic/debt), [cash flow](/topic/cash-flow), [$nvda](/topic/$nvda), [$oscr](/topic/$oscr)

**Top accounts mentioned or mentioned by**
[@stockunlock](/creator/undefined) [@pronkdaniel](/creator/undefined) [@bchesky](/creator/undefined) [@bjmtweets](/creator/undefined) [@spike1567](/creator/undefined) [@amitisinvesting](/creator/undefined) [@qualityinvest5](/creator/undefined) [@byte8alchemist](/creator/undefined) [@stockmktnewz](/creator/undefined) [@blizzy78](/creator/undefined) [@jason](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@nasdaq](/creator/undefined) [@finovate](/creator/undefined) [@davidjpark96](/creator/undefined) [@themattharbaugh](/creator/undefined) [@frantzfries](/creator/undefined) [@bradmur32528398](/creator/undefined) [@saylor](/creator/undefined) [@ycombinator](/creator/undefined)

**Top assets mentioned**
[Airbnb, Inc. (ABNB)](/topic/$abnb) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Chewy, Inc. (CHWY)](/topic/$chwy) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Apple, Inc. (AAPL)](/topic/$aapl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/bitcoin) [UnitedHealth Group (UNH)](/topic/$unh) [Metadium (META)](/topic/$meta) [Alibaba Group (BABA)](/topic/$baba) [IBM (IBM)](/topic/ibm) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Spotify Technology (SPOT)](/topic/$spot) [Crocs, Inc. (CROX)](/topic/$crox) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Strategy (MSTR)](/topic/$mstr) [National Storage Affiliates Trust (NSA)](/topic/$nsa) [Adobe, Inc. (ADBE)](/topic/$adbe) [AT&T Inc. (T)](/topic/$t)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@SixSigmaCapital $ABNB and $NSA one big name and one you may not have heard of. NSA is a dividend growth play public storage REIT. Found them with @stock_unlock"  
[X Link](https://x.com/JakeMRuth/status/1660782467307929602)  2023-05-22T22:59Z [---] followers, [--] engagements


"$ABNB is a stock to watch. * 5.7% Free Cash Flow Yield * 40%+ FCF Margin (consistently*) * Stellar CEO @bchesky * Going after new markets: Brazil and Germany (more in the future) * Launching "Rooms" * $8B cash on hand (another $7B from customers) Full analysis next tweet"  
[X Link](https://x.com/JakeMRuth/status/1661151181140549632)  2023-05-23T23:24Z [---] followers, [--] engagements


"I own this security #notfinancialadvice Here's some free analysis of the earnings with screenshots and summaries/opinions on $ABNB #bullish Let me know what you think"  
[X Link](https://x.com/JakeMRuth/status/1661151183925571585)  2023-05-23T23:24Z [---] followers, [--] engagements


"Market caps matter. $NVDA It's interesting that people are pricing this as if they can predict the next 5-10 years of technological advancement with some big tech like $AAPL and $MSFT continuing to create their own chips. #OverValued #Hype"  
[X Link](https://x.com/JakeMRuth/status/1661723693855145984)  2023-05-25T13:19Z [---] followers, [--] engagements


"$ABNB is getting close to a 6% Free Cash Flow Yield. Growth stock trading like a value stock. #Long #Bullish See for yourself:"  
[X Link](https://x.com/JakeMRuth/status/1661782034849705994)  2023-05-25T17:11Z [---] followers, [--] engagements


"Analysts estimates on $NVDA swing higher Add another billie for every time they mention "AI" in the earnings call"  
[X Link](https://x.com/JakeMRuth/status/1661902294919651328)  2023-05-26T01:09Z [---] followers, [--] engagements


"Look at $ABNB's growth across it's financial reports the last [--] months (TTM) Trading at a P/FCF of [----] 😛 #Bullish #StockUnlock"  
[X Link](https://x.com/JakeMRuth/status/1662548181089939457)  2023-05-27T19:55Z [---] followers, [--] engagements


"Had $NVDA insiders held till $389: 1)💸 CEO Huang. Missed $10.684M 2)💸 CFO Kress. Left $2.426M behind 3)💸 Debora S. $1.939M poof Automated sells Maybe. But the 'what if' is intriguing Your move with those missed millions 🤔 #NVDA #Stocks #DiamondHands"  
[X Link](https://x.com/JakeMRuth/status/1662867839785611265)  2023-05-28T17:06Z [---] followers, [---] engagements


"$GOOGL Free Cash Flow growth the last [--] years. 18% CAGR to FCF over the last [--] years 17% CAGR to FCF removing Stock Based Compensation No matter what way you look at this it's impressive. And they have a huge data and compute moat for the AI wave. #Bullish"  
[X Link](https://x.com/JakeMRuth/status/1663230747711357050)  2023-05-29T17:08Z [---] followers, [---] engagements


"$PLTR returns vs the $SPY since [----]. $SPY +12.44% $PLTR -45.06% It's all about perspective"  
[X Link](https://x.com/JakeMRuth/status/1663580260284203008)  2023-05-30T16:16Z [---] followers, [--] engagements


"Agreed it's pricing judging by its current P/FCF. I'm a shareholder. I am not buying shares at this price but definitely not selling either. $MSFT is a business to own and never sell for me even if it gets to [---] P/FCF. I'll ride the waves 🌊 $MSFT is now trading at a [--] P/FCF the highest its shares have traded in over [--] years. I get that this is an incredible business but at what point is the next [--] years fully priced in Chart from: https://t.co/S2b3lTEoh9 https://t.co/UlvwWWm6IS $MSFT is now trading at a [--] P/FCF the highest its shares have traded in over [--] years. I get that this is an"  
[X Link](https://x.com/JakeMRuth/status/1663664701690068992)  2023-05-30T21:52Z [---] followers, [---] engagements


"Zuck wasn't kidding about efficiency. $META up almost +200%🚀💥 Wow"  
[X Link](https://x.com/JakeMRuth/status/1663700007021690882)  2023-05-31T00:12Z [---] followers, [---] engagements


"What is a stock you'd love to own but the valuation is just too high right now For me: $CHWY"  
[X Link](https://x.com/JakeMRuth/status/1663911783365582853)  2023-05-31T14:14Z [---] followers, [---] engagements


"10-year snapshot: $MSFT P/FCF is at [--] soaring past avg of [--] 🚀 $ADBE is at [--] near its avg of [--] 🎯 $GOOG stands at [----] a hair below avg [--] 📊 $AAPL is at [----] soaring above its avg of [--] 🍏 Share your investment strategy 💡"  
[X Link](https://x.com/JakeMRuth/status/1663950905861984261)  2023-05-31T16:49Z [---] followers, [---] engagements


"$CHWY up on earnings. dangit I want to buy this stock but I think it's expensive and then this happens. I will continue to be patient with this one"  
[X Link](https://x.com/JakeMRuth/status/1664005730679095298)  2023-05-31T20:27Z [---] followers, [--] engagements


"$ABNB just keeps running on me for building my long position 🏃 Bought $95 . Then it ran to $140 I waited. Bought more $105 (drop after earnings) . It's running again @bchesky why did you sell shares That's one of the only 🚩 for me is insider selling"  
[X Link](https://x.com/JakeMRuth/status/1666437515673231363)  2023-06-07T13:30Z [---] followers, [--] engagements


"$SHOP stock based compensation as a % of revenue from [----] - present. For reference $AMZN is less than half the % of $SHOP Do you think this is too much SBC"  
[X Link](https://x.com/JakeMRuth/status/1666524552808091656)  2023-06-07T19:16Z [---] followers, [----] engagements


"@Rustyram78 $NSA Pros Dividend FFO Payout Ratio - 63.24% Dividend 5yr CAGR - 14.07% Current Yield - 5.9% FFO Increasing Public Storage REITs (IMO) are great. Valued lower than other similar REITs like $PSA Cons Debt / EV - [----] Some dilution (read 10Q's)"  
[X Link](https://x.com/JakeMRuth/status/1666597648072146946)  2023-06-08T00:06Z [---] followers, [--] engagements


"@FatherStocks Agreed 100% For example even though $MSFT is trading at an ATH P/FCF and I'm up a lot I don't sell since for me it's too good of a business to trade and I don't mind stomaching valuation changes over the years"  
[X Link](https://x.com/JakeMRuth/status/1667224310417596426)  2023-06-09T17:37Z [---] followers, [--] engagements


"@filbo132 110% We agree here. Buying and holding just to be "diamond hands" is not smart. I find there are few businesses I never want to sell (unless major changes unfold). I.e. $MSFT $ABNB $GOOGL It hurts but I have sold for some gains/accepting that my investment thesis changed"  
[X Link](https://x.com/JakeMRuth/status/1667226629863604227)  2023-06-09T17:46Z [---] followers, [--] engagements


"Agreed. I use DCFs to show something IS over valued. Or to find a way to explain to others why I think something is "cheap" (after deciding to buy) I.e. $GOOGL at a P/FCF of [--] looked great no matter how you looked at it I understand what Buffett means now when he says if a DCF is required then the opportunity is probably not that great Whenever Ive needed a DCF to prove something is cheap often not worked well Whereas bargains do not require a DCF. Examples $META [---] $GOOGL [--] etc I understand what Buffett means now when he says if a DCF is required then the opportunity is probably not that"  
[X Link](https://x.com/JakeMRuth/status/1668268689034993666)  2023-06-12T14:47Z [---] followers, [---] engagements


"@chrisfitkin Build it but only if you are fine not expecting much $ from it just my opinion. There's a lot of value but I think the cost of most things is gonna be close to $0 real quick $MSFT is dropping free AI programs and swatting small startups like flies in this space"  
[X Link](https://x.com/JakeMRuth/status/1669269995413549056)  2023-06-15T09:05Z [---] followers, [--] engagements


"$GOOGL seems like an outlier based on P/FCF here's the data. $MSFT and $AAPL are at [--] year highs showing investors are paying higher premiums for the stocks based on FCF Do you think this is warranted And. What if we took Stock Based Compensation into account 👇"  
[X Link](https://x.com/JakeMRuth/status/1672534032511320065)  2023-06-24T09:16Z [---] followers, [---] engagements


"The FCF yields minus Stock Based Compensation for all three $GOOGL $MSFT $AAPL are currently below the [--] year bond yield (3.8% currently) My opinion: The market is frothy right now margins of safety are much lower than several months ago. Are you willing to pay this premium"  
[X Link](https://x.com/JakeMRuth/status/1672534044947382272)  2023-06-24T09:16Z [---] followers, [--] engagements


"@oscar100_x I agree. Who is saying this I was buying $GOOGL when its P/FCF dipped below [--] pretty happy with the long hold there Same when $MSFT and $AMZN dipped. Great businesses deserve the price IF they can keep growing cash flows (I think they will)"  
[X Link](https://x.com/JakeMRuth/status/1672719424862683138)  2023-06-24T21:35Z [---] followers, [---] engagements


"Please keep doing this and I'll keep buying shares of $ABNB 🤑 My dream real estate project is building small lofts in different spots (in Bali) equip them with great working setup and AirBnb them. Enable remote workers to know they have a solid base. And when not rented me and family can stay where ever we feel like. https://t.co/eszPgAfqDB My dream real estate project is building small lofts in different spots (in Bali) equip them with great working setup and AirBnb them. Enable remote workers to know they have a solid base. And when not rented me and family can stay where ever we feel"  
[X Link](https://x.com/JakeMRuth/status/1672884631345979399)  2023-06-25T08:29Z [---] followers, [---] engagements


"@LEAPTRADER_ Just looking at $MMM financials. Costs are growing with revenues and growth is slow Margins have been compressing over time Maybe it could be an OK dividend play or traders (not me) may try to swing it. Nothing too exciting in my opinion much better companies out there"  
[X Link](https://x.com/JakeMRuth/status/1673049713686241284)  2023-06-25T19:29Z [---] followers, [---] engagements


"$NVDA insiders securing that bag 💰 Where do you think the stock moves from here"  
[X Link](https://x.com/JakeMRuth/status/1677717959056269312)  2023-07-08T16:35Z [---] followers, [--] engagements


"@kobyjconrad At what point do you take valuation into account (Also I generally agree with you)"  
[X Link](https://x.com/JakeMRuth/status/1677869585570168832)  2023-07-09T02:44Z [---] followers, [--] engagements


"That moment when customers realize you don't verify emails for your B2C freemium fintech SaaS😅 Also. there is a reason for this I swear. Thanks BOB better than sadfsadf@dsaf.sdaf i suppose"  
[X Link](https://x.com/JakeMRuth/status/1678423566650425348)  2023-07-10T15:22Z [---] followers, [---] engagements


"$CAVA last reported yearly financials: Revenue - $564M Net Income - $59M Operating Income - $6M Market cap - Over $6 BILLION Here's a visualization of their revenue and expenses last [--] quarters Am I missing something Or are people betting this is the next Chipotle"  
[X Link](https://x.com/JakeMRuth/status/1686398533211987970)  2023-08-01T15:28Z [---] followers, [---] engagements


"Pretty neat: We host a weekly live YouTube show and our fans love it so much and were equally fed up that we didn't have the time to make it into a podcast that someone went out of their way to make it for us Incredible. If you like the stock market you'll love this 🚀"  
[X Link](https://x.com/JakeMRuth/status/1687148964171190280)  2023-08-03T17:11Z [---] followers, [---] engagements


"$ABNB haters sit down News Sensationalism = Reality Sure you can meme and find bad experiences. That's inevitable based on their size. As for me I look at the numbers they don't lie. Supply is STILL growing string thanks to their efforts to make hosting mainstream. #HODL"  
[X Link](https://x.com/JakeMRuth/status/1687239400978092032)  2023-08-03T23:09Z [---] followers, [--] engagements


"Two stock market nerds LIVE show talking about stocks true backyard/knee slapping energy. Maybe you'll be our 100th Spotify follower 1000s watch on Youtube Listen to "#42 $FTNT $ABNB $EQB.TO @PronkDaniel mystery bank stock revealed and more""  
[X Link](https://x.com/JakeMRuth/status/1688923329795907586)  2023-08-08T14:41Z [---] followers, [----] engagements


"Can someone give me a long term $ABNB bear case that doesn't involve using singular occurrence bad rental experience memes and actually use numbers from their financial reporting Respectful debates welcome 🎤"  
[X Link](https://x.com/JakeMRuth/status/1689732816328658944)  2023-08-10T20:17Z [---] followers, [---] engagements


"$CHWY is a stock that I'd love to own but it's way too expensive for me right now They have a ton of customer loyalty and an Amazon like culture oriented around customer service (CEO is ex $AMZN) Lots of revenue is from subscription payments People will always need to feed"  
[X Link](https://x.com/JakeMRuth/status/1690526443447451648)  2023-08-13T00:51Z [---] followers, [--] engagements


"@_itsNorman What does useLeo do and why no typescript From a fun loving yet nosy dev 🤓"  
[X Link](https://x.com/JakeMRuth/status/1690694480322547712)  2023-08-13T11:59Z [---] followers, [--] engagements


"@Dividend_Dollar We agree our software Stock Unlock makes it really easy for every day people to see payout ratios dividend growth per share etc Have you found us yet"  
[X Link](https://x.com/JakeMRuth/status/1690695705470312449)  2023-08-13T12:04Z [---] followers, [---] engagements


"Public Self Storage REITs have been one of the best yielding REIT asset classes in the past few decades. Here's [--] popular self storage REITs sorted by market cap lowest - highest $SELF - $57.73M $NSA - $4.15B $COLD - $8.64B $CUBE - $9.42B $EXR - $27.44B $PSA - $50.06B"  
[X Link](https://x.com/JakeMRuth/status/1690739155842502656)  2023-08-13T14:56Z [---] followers, [---] engagements


"Did someone say $ABNB"  
[X Link](https://x.com/JakeMRuth/status/1695866662430343673)  2023-08-27T18:31Z [---] followers, [--] engagements


"@robertmclaws @flaviocopes I guess this only applies to mobile apps/React Native"  
[X Link](https://x.com/JakeMRuth/status/1695994769439088778)  2023-08-28T03:00Z [---] followers, [--] engagements


"@robertmclaws @flaviocopes C# for the web I've been hearing about WebAssembly for [--] years now and I just don't see the appeal. I disagree but respect your opinion JavaScript is great for web I get React Native for mobile has pain points tho ReactJS is the perfect framework at least for me 😇"  
[X Link](https://x.com/JakeMRuth/status/1695998309536547111)  2023-08-28T03:14Z [---] followers, [--] engagements


"100% $ABNB was a great example. So happy I was patient and waited until that went down sub $100 And if that ever happens again I'm backing up my dump truck and piling in more. Wait for your perfect pitch there's no striking out in investing if you don't swing ⚾"  
[X Link](https://x.com/JakeMRuth/status/1696494035391635842)  2023-08-29T12:04Z [---] followers, [--] engagements


"@themattharbaugh I'm so happy I was buying that up like hot cakes when it hit [--] p/FCF at the end of [----] Most people have very short term thinking and outlook I don't get it"  
[X Link](https://x.com/JakeMRuth/status/1696647156579369225)  2023-08-29T22:12Z [---] followers, [--] engagements


"@gail_maj @MikeBenzCyber One of the most evil and corrupt persons this world has ever seen 😔"  
[X Link](https://x.com/JakeMRuth/status/1697944626391400757)  2023-09-02T12:08Z [---] followers, [--] engagements


"$RBLX Roblox seems to have a great product but it's challenging to want to own the stock when it's unprofitable and expenses constantly out grow it's revenue. Even after it's fallen -78% from it's peak and -57% since it's IPO. Can any Roblox bulls present a bull case"  
[X Link](https://x.com/JakeMRuth/status/1702463695857553518)  2023-09-14T23:25Z [---] followers, [---] engagements


"🥳The FREE Stock Unlock Discord just passed 2.5k users. It's been a long/tough journey almost [--] years into the making. Here's the facts most people ignore: #1 - The first full year we had very low activity it was mainly a customer service channel. #2 - There were many"  
[X Link](https://x.com/JakeMRuth/status/1703031718830018811)  2023-09-16T13:02Z [---] followers, [--] engagements


"Visualization of $O stock returns (with AND without dividends) vs the $SPY SPY wins unless you bought and held since [----] However I agree $O current price is interesting. Do you think it will beat the $SPY from here"  
[X Link](https://x.com/JakeMRuth/status/1703038438809780312)  2023-09-16T13:29Z [---] followers, [--] engagements


"Chipotle's $CMG operating cash flow has grown 18% CAGR over the last 16/17 years. Holy burrito. Part of the reason I love the stock market is that [--] years ago someone could have just literally thought to themself "I like this burrito chain" and chucked a grand into $CMG and forgot about it. They would have earned a 24% CAGR and turned $1000 into more than $400000. https://t.co/8ruNiFrOAV Part of the reason I love the stock market is that [--] years ago someone could have just literally thought to themself "I like this burrito chain" and chucked a grand into $CMG and forgot about it. They would"  
[X Link](https://x.com/JakeMRuth/status/1703058708303941768)  2023-09-16T14:50Z [---] followers, [---] engagements


"What software do you use to track your stock portfolio Stock Unlock is a new software program that's really changing the game for visualizing your portfolio. It handles 65+ global stock exchanges and supports manual or brokerage account linked portfolio creation It's great 💯"  
[X Link](https://x.com/JakeMRuth/status/1703477785564483967)  2023-09-17T18:35Z [---] followers, [--] engagements


"$CHWY is starting to look interesting It's trading below it's [----] IPO price Most of their revenue is from subscriptions Consumers love the company and product Set to expand internationally I may start a position if it keeps falling. What do you think about $CHWY"  
[X Link](https://x.com/JakeMRuth/status/1703585368690381014)  2023-09-18T01:42Z [---] followers, [----] engagements


"@dukeofFL That's a lot of shares We have different investing styles for sure. I personally don't care for trading metrics I'm watching their fundamentals and potential future growth for a very long term hold Are you trying to swing trade it short term"  
[X Link](https://x.com/JakeMRuth/status/1703776865289208061)  2023-09-18T14:23Z [---] followers, [--] engagements


"Most people don't have the stomach to hold stocks long term. Stocks are volatile compared to owning an index which relatively is more stable (but can also drop too to be fair) Take $ABNB for the past year. Would you have had the guts to hold onto this"  
[X Link](https://x.com/JakeMRuth/status/1703778199203647761)  2023-09-18T14:29Z [---] followers, [---] engagements


"Seems like investors are not bullish on pet stocks. $CHWY $BARK $PET $WOOF Are any of these going to become long term compounders"  
[X Link](https://x.com/JakeMRuth/status/1704276778674475279)  2023-09-19T23:30Z [---] followers, [----] engagements


"Patience is a virtue in the stock market. I first talked about $CHWY 6+ months ago loved the business hated the valuation. 📉Now it's down over 50% Just like with $ABNB where I waited almost [--] years and then loaded on shares $90 I am starting to see a similar"  
[X Link](https://x.com/JakeMRuth/status/1704568138258391510)  2023-09-20T18:48Z [---] followers, [--] engagements


"$MSFT dividend per share growth the last [--] decades visualized. And they just added another dividend raise. 👏👏👏 This is what dividend growth looks like 🔥📈 $MSFT Long term investors this is what you should look for. https://t.co/ELkwCev6yu This is what dividend growth looks like 🔥📈 $MSFT Long term investors this is what you should look for. https://t.co/ELkwCev6yu"  
[X Link](https://x.com/JakeMRuth/status/1704622294528663634)  2023-09-20T22:23Z [---] followers, [---] engagements


"@Finance_Ryan1 I love it. Their dividend yield on cost over time is also nice. The dividend yield always looks low but that's on the current share price. So the longer you holds the better the dividend yield is on cost of the original price you paid for the shares. Yay"  
[X Link](https://x.com/JakeMRuth/status/1704632233758269555)  2023-09-20T23:02Z [---] followers, [--] engagements


"What are some bear 🐻 thesis for $O REIT"  
[X Link](https://x.com/JakeMRuth/status/1705060974237986890)  2023-09-22T03:26Z [---] followers, [---] engagements


"I'll go first. $O bear 🐻 note: When you factor in share dilution it's operating cash flow hasn't actually grown much. Not to mention their $19 billion in debt with roughly a quarter million in cash on hand"  
[X Link](https://x.com/JakeMRuth/status/1705062436166881376)  2023-09-22T03:32Z [---] followers, [--] engagements


"Exploring some fast food burger chain stocks this morning: $SHAK $QSR $MCD $WEN What do you think is the #1 fast food burger chain stock🍔🍟"  
[X Link](https://x.com/JakeMRuth/status/1705569347576463619)  2023-09-23T13:06Z [---] followers, [---] engagements


"If $CHWY continues to fall I will be starting to dollar cost average into a long term hold soon. Cash flows are growing Customers are spending more They are starting to expand outside of US My Mom and all her friends rave about Chewy I'm bullish"  
[X Link](https://x.com/JakeMRuth/status/1705613200593412112)  2023-09-23T16:00Z [---] followers, [----] engagements


"B2C startup founders are a different kind of breed We literally love pain. Getting chewed up spit out stomped on. then getting up for another round Who else is like this I want to meet you 👇"  
[X Link](https://x.com/JakeMRuth/status/1706187437397958900)  2023-09-25T06:02Z [---] followers, [---] engagements


"I love when the stock market goes down. The best time to be buying stocks is when they are on sale not when they are hyped and running to the moon"  
[X Link](https://x.com/JakeMRuth/status/1706317777089274224)  2023-09-25T14:40Z [---] followers, [--] engagements


"75% of $CHWY sales come from their Autoship subscriptions This is a consumer brand predictable cash flows comparable to insurance and SaaS businesses They are building a moat around customer service and their multiple automated shipping facilities They are funding this with organic cash flows Waiting to pounce"  
[X Link](https://x.com/JakeMRuth/status/1706345461240525045)  2023-09-25T16:30Z [---] followers, [---] engagements


"Just bought [--] share of $CHWY at $17.90 Why did I buy just [--] share It's my secret hack for rational long term investing. 1) Own [--] share do I sleep well at night owning this company 2) If this stock falls another 50% would I panic 3) Investing (not trading) is a looong game. There's no reason to rush into a position while the market is selling off 4) Dollar cost averaging into positions removes emotional hurdles and statistically will give a better avg cost than trying to time the market So in summary I'm testing myself. How convicted am i on this company At this price Etc. I will report back"  
[X Link](https://x.com/JakeMRuth/status/1706685751319036173)  2023-09-26T15:02Z [---] followers, [----] engagements


"@RafaelVWD Shipping warehouse logistics/automation customer service with subscriptions and just like Amazon it's ease of use for the easiest best service and lowest friction way to service your pets I think it's recession resistant since people aren't going to stop feeding their pets"  
[X Link](https://x.com/JakeMRuth/status/1706755907730702706)  2023-09-26T19:41Z [---] followers, [---] engagements


"Who is looking for part time work with a fast growing startup We are looking for other nerdy investors to join our mission Read the quoted tweet for more info 👇"  
[X Link](https://x.com/anyuser/status/1707106866587734394)  2023-09-27T18:56Z [--] followers, [---] engagements


"Buying stocks just because the dividend yield is high is a horrible idea Examine their assets and liabilities Understand their cash flows Look at the macro economy they operate in Be careful out there. Theres a lot of Twitter "investors" who don't read financial statements"  
[X Link](https://x.com/JakeMRuth/status/1707762765375447192)  2023-09-29T14:22Z [---] followers, [---] engagements


"What are some of the best non-obvious tips to get the most out of an executive assistant We are a fast growing B2C SaaS startup in the investing space we are hiring an EA and going to see if it helps us delegate out tasks. Excited and looking to learn"  
[X Link](https://x.com/JakeMRuth/status/1707847101672030224)  2023-09-29T19:57Z [---] followers, [---] engagements


"WFH Life Hack There's a free Twitch stream that's literally ducks on a farm. It's GREAT for the third monitor especially for remote work when you're inside a lot. It's a nice brain trick for me to get some nature into this NYC [--] bdrm apt"  
[X Link](https://x.com/JakeMRuth/status/1708111417297993774)  2023-09-30T13:27Z [---] followers, [--] engagements


"@alien_Invest0r We have backend code too Python is used in our AWS lambda functions the file we are seeing here is interacting with the @MakeItSnapTrade API to power brokerage account linking I love these questions thanks for clarifying 🚀"  
[X Link](https://x.com/JakeMRuth/status/1708132396594315545)  2023-09-30T14:51Z [---] followers, [--] engagements


"Stock Unlock called this from a mile away (again). It's funny. when you actually read financial statements and understand what a companies "moat" is you can avoid horrific investment decisions. I feel bad to all non institutions who lost money on this one"  
[X Link](https://x.com/JakeMRuth/status/1708197333727391868)  2023-09-30T19:09Z [---] followers, [----] engagements


"Or you can use Stock Unlock software "" icons define everything with a simple click Built by millennials for the new generation of investors 🚀 great for noobies and pros"  
[X Link](https://x.com/JakeMRuth/status/1708503448382046521)  2023-10-01T15:25Z [---] followers, [--] engagements


"$AMZN has returned less than the $SPY over the past [--] years. This is an outlier from other big tech $MSFT $GOOGL and $AAPL are all beating the index. @JeffBezos get off your yacht your baby needs you"  
[X Link](https://x.com/JakeMRuth/status/1709593689327063228)  2023-10-04T15:37Z [---] followers, [---] engagements


"Patience is a virtue in the stock market. If you ever feel rushed to buy a stock. STOP you're likely acting on emotion instead of logic. I'm being very patient with $CHWY and ignoring the crowd. Think and act for yourself based on research. Let the birds chirp 🐦"  
[X Link](https://x.com/JakeMRuth/status/1709945709359952110)  2023-10-05T14:56Z [---] followers, [---] engagements


"Is $KO stock actually "cheap" Not based on this. Historically $KO has traded at an avg P/FCF (regardless of stock based compensation) of [--] Even with the recent stock price dip $KO is just approaching it's historical avg P/FCF TTM FCF is still below [----] levels"  
[X Link](https://x.com/JakeMRuth/status/1710314863954694347)  2023-10-06T15:23Z [---] followers, [---] engagements


"Of course this isn't the only way to study and price $KO stock as there's many other factors to look at. What is your preferred method for evaluating $KO"  
[X Link](https://x.com/JakeMRuth/status/1710314865665974687)  2023-10-06T15:23Z [---] followers, [--] engagements


"Soooo we did a thing 🥳 Partnered up with @Nasdaq Shout-out to our 1000s of global paying users we wouldn't be here without you 🥹🙌"  
[X Link](https://x.com/JakeMRuth/status/1711580089102614962)  2023-10-10T03:11Z [---] followers, [---] engagements


"Another milestone hit for our startup company 🥳 Shout-out to @PronkDaniel for being the best cofounder Shout-out to @Nasdaq for reaching out to partner with us. Shout-out to our 1000s of paid users and the few who came out to celebrate @stock_unlock taking over"  
[X Link](https://x.com/JakeMRuth/status/1711738492294676728)  2023-10-10T13:40Z [---] followers, [---] engagements


"Another milestone hit for our startup company 🥳 Shout-out to @PronkDaniel for being the best cofounder Shout-out to @Nasdaq for reaching out to partner with us. Shout-out to our 1000s of paid users and the few who came out to celebrate @stock_unlock taking over"  
[X Link](https://x.com/JakeMRuth/status/1711738503564812672)  2023-10-10T13:40Z [---] followers, [---] engagements


"@PhongGT @PronkDaniel @Nasdaq @stock_unlock Thank you Phong 🥰"  
[X Link](https://x.com/JakeMRuth/status/1711770554678562975)  2023-10-10T15:47Z [---] followers, [--] engagements


"What is your favorite financial metric to use for analyzing stocks Mine is Market Cap / Free Cash Flow (P/FCF) For companies that are investing most of their cash flow into growth I will sometimes use Market Cap / Operating Cash Flow Cash flow is king in my book 👑"  
[X Link](https://x.com/JakeMRuth/status/1712277826244604277)  2023-10-12T01:23Z [---] followers, [---] engagements


"@SamSolidBZ Ah love these I also care about these a lot and the CAGR over the last 5/10 years when applicable. I agree too on the earnings drops sometimes being a good buying opportunity I'm curious how much influence does market cap/price ratios play in your analysis"  
[X Link](https://x.com/JakeMRuth/status/1712308295388577917)  2023-10-12T03:24Z [---] followers, [--] engagements


"@themattharbaugh The yields Love it. ROIC is a good one Debt to Equity is an interesting one for me I find I really like that one for REITs. For regular stocks I personally look for very low/no debt or at least a debt load that can be handled by cash flow/current cash position"  
[X Link](https://x.com/JakeMRuth/status/1712308574636900848)  2023-10-12T03:25Z [---] followers, [--] engagements


"@NamelessAnalyst Hm. I partially agree here as these metrics are very nuanced depending on how the company is operating. I do disagree with "the more negative the fcf the better". Maybe in a few cases but that's a slippery slope"  
[X Link](https://x.com/JakeMRuth/status/1712471094802911623)  2023-10-12T14:11Z [---] followers, [--] engagements


"For ebitda I'm going to assume you aren't talking about companies adjusted ebitda We will have to agree to disagree on FCF. I'm not saying it has to be positive (aka Amazon which invests it all so OCF is better) but to say it's a bad metric is something I'll respectfully be on the other side of the debate table on I appreciate this perspective thanks for sharing Nice meeting you 👋"  
[X Link](https://x.com/JakeMRuth/status/1712471899488551120)  2023-10-12T14:14Z [---] followers, [--] engagements


"@secretmonopoly I'm curious if we can make changes to Stock Unlock to have that be your default here. I believe we have better visualization/ways to see revenue growth/stock prices but it seems like I'm wrong based on your usage. Any suggestions for us here Stockado"  
[X Link](https://x.com/JakeMRuth/status/1712522479250338004)  2023-10-12T17:35Z [---] followers, [---] engagements


"Major oof day for $INMD Top trending stocks on @stock_unlock sorted by biggest daily loss. One of my favorite ways to see what other investors are looking at daily"  
[X Link](https://x.com/JakeMRuth/status/1712525012538707976)  2023-10-12T17:45Z [---] followers, [---] engagements


"Does $PYPL have a moat I personally don't see how processing a payment in [----] is a moat . Maybe 10+ years ago but things change over time. FedNow poses a real risk to their business model. If you think they have a moat what is it"  
[X Link](https://x.com/JakeMRuth/status/1714334427524776334)  2023-10-17T17:35Z [---] followers, [---] engagements


"It's very fragmented here there are countless ways to send money to people because FedNow never existed for easy money transfer. It's kind of financial engineering to be honest Everyone has their money transfer method of choice there's not one standard yet Banks are slowly building this though and I think it will really harm existing payment transfer companies"  
[X Link](https://x.com/JakeMRuth/status/1714458700977492261)  2023-10-18T01:49Z [---] followers, [--] engagements


"$ABNB & $EXPE Both are in the leisure and travel industry Expedia is a corporate conglomerate that owns a collection of travel related businesses AirBnb is founder led offering similar services in a condensed easy to use software What's your pick"  
[X Link](https://x.com/JakeMRuth/status/1714610269203181729)  2023-10-18T11:51Z [---] followers, [---] engagements


"What a day 🚀 #TakeMeBack @PronkDaniel @Nasdaq"  
[X Link](https://x.com/JakeMRuth/status/1714632976728731937)  2023-10-18T13:22Z [---] followers, [----] engagements


"I'm continuing to be patient on $CHWY I'd love to start a position at a $5B market cap I'm I being too picky I always debate between dollar cost averaging vs trying to time the market and wait for a bigger dip DECISIONS"  
[X Link](https://x.com/JakeMRuth/status/1714651986283368860)  2023-10-18T14:37Z [---] followers, [---] engagements


"Hiring an executive assistant for our company. Bought back so much time is unfathomable 🤯"  
[X Link](https://x.com/JakeMRuth/status/1715369118973440148)  2023-10-20T14:07Z [---] followers, [---] engagements


"Summary of the US stock market the past few months:"  
[X Link](https://x.com/JakeMRuth/status/1716531372272103776)  2023-10-23T19:05Z [---] followers, [---] engagements


""About $1 in $1500 spent around the world is on $ABNB" - CEO @bchesky I'm bullish. #Long"  
[X Link](https://x.com/JakeMRuth/status/1716818042070675636)  2023-10-24T14:04Z [---] followers, [---] engagements


"$MSFT in my portfolio carrying $GOOGL after this recent earnings release 😂"  
[X Link](https://x.com/JakeMRuth/status/1716933208716316901)  2023-10-24T21:42Z [---] followers, [----] engagements


"$GOOGL price drop is very relative. Let's not forget it was literally trading at this price just one month ago. In my opinion this is all short term market "hooplah". Do your own research ignore the financial media headlines"  
[X Link](https://x.com/JakeMRuth/status/1717188140547359018)  2023-10-25T14:35Z [---] followers, [---] engagements


"@secretmonopoly I always quote you on the $MSFT is an ETF thought. I love holding this company So happy I bought more of it when it dipped all the way back to [---]. LFG"  
[X Link](https://x.com/JakeMRuth/status/1717191445277233369)  2023-10-25T14:48Z [---] followers, [--] engagements


"$1 / $1500 dollars exchanged around the world flows through $ABNB according to the CEO 5% Free Cash Flow Yield at current prices 40% consistent FCF margin I'm buying more"  
[X Link](https://x.com/JakeMRuth/status/1717233183014687033)  2023-10-25T17:34Z [---] followers, [---] engagements


"Who else is going $CHWY 🐶 @Chewy your stock is getting hammered. I emailed your investor relations team last year to ask why executives were selling tens of millions of dollars of shares. @sumitsingh The price may be getting right soon but please address those concerns"  
[X Link](https://x.com/JakeMRuth/status/1717549491471950142)  2023-10-26T14:31Z [---] followers, [---] engagements


"I may start adding again to my $ABNB long term hold It's currently trading around $114 👀 5% FCF Yield My current avg price is $98 with some of my lowest buys at $84 IM EXCITED WHEN STOCKS GET CHEAPER 😛 No plans to sell these. @bchesky LFG 🚀"  
[X Link](https://x.com/JakeMRuth/status/1717902423769936193)  2023-10-27T13:53Z [---] followers, [---] engagements


"This is how it felt going from Webpack to Vite"  
[X Link](https://x.com/JakeMRuth/status/1721215516872732949)  2023-11-05T17:18Z [---] followers, [---] engagements


"That $CHWY dip to $16 was so tempting But I held off waiting for a $5-6B mcap. Did FOMO get the best of me Or was patience the right move Curious what fellow investors think"  
[X Link](https://x.com/JakeMRuth/status/1724959366791446772)  2023-11-16T01:15Z [---] followers, [---] engagements


"Aaaaand just like that I feel better for waiting. What a turbulent market $CHWY That $CHWY dip to $16 was so tempting But I held off waiting for a $5-6B mcap. Did FOMO get the best of me Or was patience the right move Curious what fellow investors think. https://t.co/J67aQC7YnT That $CHWY dip to $16 was so tempting But I held off waiting for a $5-6B mcap. Did FOMO get the best of me Or was patience the right move Curious what fellow investors think. https://t.co/J67aQC7YnT"  
[X Link](https://x.com/JakeMRuth/status/1725225950479089834)  2023-11-16T18:54Z [---] followers, [---] engagements


"$CHPT Within the last year they: - Diluted share holders 5.66% - Achieved a negative 60% operating margin - Lost $367785000 (yes over 1/3 of a billion dollars) - Negative $343547000 Free Cash Flow This company is running out of cash. They will likely reverse split and dilute more. Don't worry though "analysts" keep telling retail investors to buy the stock. You could have avoided this terrible investment by reading their financial statements. makes this a breeze with their insight scores"  
[X Link](https://x.com/JakeMRuth/status/1725537437470826951)  2023-11-17T15:32Z [---] followers, [----] engagements


"$MSFT is pulling off the $AAPL move on the B2B segments. $AAPL creates an ecosystem for consumers where switching costs are high relearning an OS is hard and most importantly they drive compatibility between only other Apple users. $MSFT is executing this strategy for businesses. They are selling businesses on Teams (over Slack) Windows laptops Windows storage Windows Docs Suite and more. It's just like what Apple did to consumers but Microsoft is figuring that out for businesses. It seems that AI is only going to make it more sticky. I'm holding onto my $MSFT shares this isn't a company I"  
[X Link](https://x.com/JakeMRuth/status/1727012925179633913)  2023-11-21T17:15Z [---] followers, [---] engagements


"$CHWY is down over 8% today 😯 Going to keep being patient on this one. If this ever drops to a $5B market cap I'm going to take a crowbar open my wallet and get myself a good long term starter position"  
[X Link](https://x.com/JakeMRuth/status/1729222023761510671)  2023-11-27T19:33Z [---] followers, [---] engagements


"AI has already made coding a 10X better experience. I can't wait to see how this continues to evolve I can imagine using my voice and typing to send of AI coding agents and being an orchestra conductor of a codebase in a hardcore flow state for hours building fast af"  
[X Link](https://x.com/JakeMRuth/status/1729688328134365451)  2023-11-29T02:26Z [---] followers, [--] engagements


"$ABNB has a FCF yield 5% at current prices 44% FCF Margin 🤯 FCF continues to grow 📈"  
[X Link](https://x.com/JakeMRuth/status/1730201265123049740)  2023-11-30T12:25Z [---] followers, [---] engagements


"@afonsolfm @PIan__B What I did to fix this problem is take Loom videos answering the customer service and then that's a library to train someone on for a hire (lots of agencies for this). It's a job many can do well with loom instructional videos and AI prompts"  
[X Link](https://x.com/JakeMRuth/status/1730364376412991825)  2023-11-30T23:13Z [---] followers, [--] engagements


"Strange @Spotify usually shows me the @theallinpod but oddly enough does not show me new episodes when people like @TuckerCarlson or @VivekGRamaswamy come on the pod. This seems intentional"  
[X Link](https://x.com/JakeMRuth/status/1731388255512285516)  2023-12-03T19:01Z [---] followers, [---] engagements


"$SBUX is currently sitting on over $13.5 in long term debt Tangible book value is negative (-$11.3B) They are buying back shares and paying a dividend with their Free Cash Flow. Interesting"  
[X Link](https://x.com/JakeMRuth/status/1732473796559282329)  2023-12-06T18:55Z [---] followers, [---] engagements


"That feeling when you're about "to buy the dip" and then the stock drastically un-dips itself 🥲 $CHWY come back. You can blame it all on me"  
[X Link](https://x.com/JakeMRuth/status/1732833240451264535)  2023-12-07T18:43Z [---] followers, [---] engagements


"$ABNB is still under valued. Here's how $ABNB can be worth $267 per share in [----]. Today it's $140 Assume: - 10% CAGR to FCF for [--] years to $6.84B by [----] - 0% shares outstanding change - 4% FCF yield valuation +13.68% CAGR to share price"  
[X Link](https://x.com/JakeMRuth/status/1733911478304940062)  2023-12-10T18:08Z [---] followers, [---] engagements


"Before all us fintwitters insert opinions on this please note this is a hypothetical discounted cash flow analysis. This is basically a mathematical exercise. Nothing is certain. I'm not claiming with confidence this pricing scenario will play out here. I also own $ABNB"  
[X Link](https://x.com/JakeMRuth/status/1733911999615062089)  2023-12-10T18:10Z [---] followers, [--] engagements


"$ABNB FCF Margin - 44% $BKNG FCF Margin - 38% $EXPE FCF Margin - 15% $EXPE has been losing profitability for the last few years. $ABNB and $BKNG are both incredibly profitable companies. What's your travel company pick for 2024"  
[X Link](https://x.com/JakeMRuth/status/1733933266409779406)  2023-12-10T19:34Z [---] followers, [---] engagements


"Building a fintech startup through multiple "bubbles" really tests your mental resilience. We started our company in [----] focused on the stock market and long term fundamentals based value investing. [----] - 2022: "You need to do crypto idiot" [----] - now: "You aren't an AI company Why even try." Us: Just passed 3k paid users very high paid retention. Conclusion: Stick to your guns don't get distracted by shiny objects. Just constantly ship value to your customers and solve their problems. If it uses AI cool. Customers don't care"  
[X Link](https://x.com/JakeMRuth/status/1734242785463570506)  2023-12-11T16:04Z [---] followers, [---] engagements


"Is it just me Or was this fall of $PFE Pfizer very predictable. Down 50% from it's COVID peak. I guess the millions of $'s they are spending on advertisements to convince people to take their vaccines aren't helping. Don't lie to your consumers and expect more sales"  
[X Link](https://x.com/JakeMRuth/status/1735030014234480973)  2023-12-13T20:12Z [---] followers, [---] engagements


"Caffeine is very addictive. It's part of the reason Starbucks $SBUX consumers are so loyal. They are addicted to the product. Unfortunately it's hard to see a pullback here due to how susceptible most people are to addictive substances that are socially normalized. Ex: Celsius"  
[X Link](https://x.com/JakeMRuth/status/1735319941039931434)  2023-12-14T15:24Z [---] followers, [---] engagements


"Public storage REITs are a very compelling real estate option for investors If you don't know now you know: $NSA $PSA $CUBE What's your favorite type of REIT"  
[X Link](https://x.com/JakeMRuth/status/1735324935487152297)  2023-12-14T15:44Z [---] followers, [---] engagements


"Beware of following the herd in investing if you want to achieve outlier returns. There's a lot of hive mind/group think on Fintwit recently. Stay vigilant question everything don't act on emotions"  
[X Link](https://x.com/JakeMRuth/status/1735732136945090720)  2023-12-15T18:42Z [---] followers, [---] engagements


"$AMZN is close to [--] week highs but don't forget it's still over 20% down from it's COVID peak"  
[X Link](https://x.com/JakeMRuth/status/1736822270503391415)  2023-12-18T18:54Z [---] followers, [---] engagements


"After 2+ years of grinding. our (free) Discord just passed [----] members The first year was slow. The Discord was mostly for customer service. Slowly and with a ton of effort we built and scaled the community. Now there's self sustaining conversations happening daily across our channels We love talking about stocks and long term investing come check us out. The Discord will always be free:"  
[X Link](https://x.com/JakeMRuth/status/1737528314753937895)  2023-12-20T17:40Z [---] followers, [---] engagements


"Financial media can be really dumb. Everyone is crying/making something out of nothing with $NKE dropping 10% on soft guidance. THE STOCK RAN LIKE CRAZY LAST MONTH. IT'S LITERALLY JUST BACK TO THE PRICE IT WAS AT UNDER A MONTH AGO. I can't even with some people on Fintwit"  
[X Link](https://x.com/JakeMRuth/status/1738241844700483885)  2023-12-22T16:55Z [---] followers, [---] engagements


"I'm not a procrastinator but I just wrapped my last Xmas gift at 10:27am on Dec 25th. Like if this is you 🎅"  
[X Link](https://x.com/JakeMRuth/status/1739312002118348920)  2023-12-25T15:47Z [---] followers, [---] engagements


"@elonmusk so I already pay for Premium. But apparently now you invented "Premium+" to pay more to continue to get everything. Now I have trust issues. is "Premium Diamond" after this To charge more Maybe for Grok [---] when that's out This is a rug puller not cool Elon"  
[X Link](https://x.com/JakeMRuth/status/1740788381993562407)  2023-12-29T17:34Z [---] followers, [--] engagements


"I really wish you could run event.stopPropagation(); in real life You know what that's my answer for "If you could have [--] super power what would it be" question now. Nice"  
[X Link](https://x.com/anyuser/status/1740957988633092241)  2023-12-30T04:48Z [--] followers, [---] engagements


"Most of $UBER's (now positive*) Free Cash Flow is Stock Based Compensation Take away from this what you want. The last three quarters with trend line back to 2018"  
[X Link](https://x.com/JakeMRuth/status/1742779481603858883)  2024-01-04T05:26Z [---] followers, [---] engagements


"$CROX Revenue growth over the past [--] years is nothing short of impressive. What's next for Crox Green line is revenue other colors are expenses"  
[X Link](https://x.com/JakeMRuth/status/1742940459201159297)  2024-01-04T16:06Z [---] followers, [---] engagements


"$CROX profitability over the last [--] months is impressive. Snoop Dogg approved too that's a cash conversion and FCF margin to rap about"  
[X Link](https://x.com/JakeMRuth/status/1742940794510520767)  2024-01-04T16:07Z [---] followers, [----] engagements


"For other founders raising a series A what's the climate like for B2C fintech right now We are going to raise an A later this year on around $1M ARR and good growth (if all goes to plan of course)"  
[X Link](https://x.com/anyuser/status/1743269481256759719)  2024-01-05T13:53Z [--] followers, [---] engagements


"@sundarpichai were you not satisfied with your holiday gifts or something I wonder which Googlers are going to be invited to his new yacht 🛳 $GOOGL #InsiderSelling"  
[X Link](https://x.com/anyuser/status/1744818200850886748)  2024-01-09T20:27Z [--] followers, [--] engagements


"$GSBD dividend yield is over 12% BDCs are very interesting investment vehicles Their top and bottom line growth the last 1-2 years have been uptrending Is this a dividend trap or a good value Might need to deep dive into this one"  
[X Link](https://x.com/JakeMRuth/status/1746578711854411893)  2024-01-14T17:03Z [---] followers, [---] engagements


"$MSFT and $AAPL market cap comparison over the last [--] years $MSFT CAGR - 11.99% $AAPL CAGR - 34.11% 🤯"  
[X Link](https://x.com/JakeMRuth/status/1747303915425526035)  2024-01-16T17:04Z [---] followers, [---] engagements


"@investwithwes1 Did someone say $PLTR . tell me about it. Big echo chamber vibes on X lately"  
[X Link](https://x.com/JakeMRuth/status/1747349451683836271)  2024-01-16T20:05Z [---] followers, [---] engagements


"I've drawn the line. I will not hire any software engineer that isn't using or eager to learn to code with AI Copilots while they develop software. With some minor exceptions I see engineers not using AI to exponentially become irrelevant and too slow"  
[X Link](https://x.com/JakeMRuth/status/1747360489691103738)  2024-01-16T20:49Z [---] followers, [---] engagements


"We just finished episode #50 of our live podcast 100s of live viewers and 1000s after on Youtube and Spotify If you love investing and geeking out on fundamental analysis & market debates you'll LOVE our live show Check it out and thx for the support:"  
[X Link](https://x.com/anyuser/status/1748435263452287177)  2024-01-19T20:00Z [--] followers, [---] engagements


"$NVDA's market cap has compounded at almost 34% per year for the last two decades 🤯"  
[X Link](https://x.com/JakeMRuth/status/1748518132530991242)  2024-01-20T01:29Z [---] followers, [---] engagements


"That moment you realize when you're missing newsletter signups since your 3rd party messaging platform JavaScript library call to identify a user is blocked by ad blockers 🙃 Happy a customer let us know about this. Just had to refactor this logic to our own backend. Ugh"  
[X Link](https://x.com/JakeMRuth/status/1748844684724552166)  2024-01-20T23:07Z [---] followers, [---] engagements


"@AnthropicAI when are you going to update Claude You received billions from $AMZN and $GOOGL You only support PDFs and .txt we need all file types supported. PDFs fail to parse a lot too. I know you're cooking up some great stuff please release it Love A Paying User"  
[X Link](https://x.com/JakeMRuth/status/1749095591815028850)  2024-01-21T15:44Z [---] followers, [--] engagements


"$T dividend summary: Dividend [--] year CAGR. -11% Current yield. 6.7% FCF payout ratio. 40% Beats the SPY w/ dividends . Nope. Stock Unlock dividend score . [---] / [--] (Bad) I can't find [--] thing to like about this stock"  
[X Link](https://x.com/JakeMRuth/status/1749120077788598768)  2024-01-21T17:21Z [---] followers, [---] engagements


"Will $MSFT break $400 this week It's currently trading at $397. Just shy of a $3 TRILLION market cap"  
[X Link](https://x.com/JakeMRuth/status/1749507113347350626)  2024-01-22T18:59Z [---] followers, [---] engagements


"The way Apple manufactures fake hype and the facade of a product being "in high demand" to make others "FEEL" like they're missing out is a playbook they use over and over. And their sheep customer base falls for it every time. Things like this make me lose sleep at night"  
[X Link](https://x.com/JakeMRuth/status/1749536262036373623)  2024-01-22T20:55Z [---] followers, [---] engagements


"What is a stock you won't buy but you love their product For me it's Spotify - $SPOT 1) Never sustained a positive operating margin 2) Diluting share holders over time 3) Barely able to generate any Free Cash Flow 4) Declining tangible book value Happy customer though 🤷♀"  
[X Link](https://x.com/JakeMRuth/status/1749601043657196013)  2024-01-23T01:12Z [---] followers, [---] engagements


"$DIS - Is turning into a dumpster fire Cash flow peaked in [----] Gross Margin declining since [----] Carrying [--] BILLION of long term debt Starting to dilute share holders (pre-2019 they consistently bought BACK shares) At [---] billion market cap I'll pass"  
[X Link](https://x.com/JakeMRuth/status/1749630973413556684)  2024-01-23T03:11Z [---] followers, [---] engagements


"Things I never thought I'd do pt Wiring [-------] CAD to the Canadian Federal Government for sales taxes The adventures of being a B2C startup founder is an endless enigma What government will I pay next The excitement is overwhelming"  
[X Link](https://x.com/anyuser/status/1749837713249800602)  2024-01-23T16:53Z [--] followers, [---] engagements


"@Jason Get us in there series A later this year and disrupting the retail investor space 🚀"  
[X Link](https://x.com/anyuser/status/1749956232931094861)  2024-01-24T00:44Z [--] followers, [---] engagements


"@filbo132 But why Selling winners and avoiding natural compounding just caps your gains long term For my own investing I just can't logically wrap my head around this strategy. But I respect if it works for others"  
[X Link](https://x.com/JakeMRuth/status/1749956813519307183)  2024-01-24T00:46Z [---] followers, [--] engagements


"@RafaelVWD I agree it's over priced but I don't think it's at a level that makes me want to vomit. I may start to dollar cost avg sell a few if it keeps running but I don't think I'll sell it completely Also congrats on the realized gain Was that short it long term hold"  
[X Link](https://x.com/JakeMRuth/status/1750182690693742688)  2024-01-24T15:44Z [---] followers, [--] engagements


"@CindyBiSV Series A That's a lot of dough Congrats :)"  
[X Link](https://x.com/JakeMRuth/status/1750214003001860225)  2024-01-24T17:48Z [---] followers, [---] engagements


"This is what happens when you have a CEO in charge who is terrible at PR Another blow $PYPL shareholders really didn't deserve"  
[X Link](https://x.com/JakeMRuth/status/1750607848222937463)  2024-01-25T19:53Z [---] followers, [---] engagements


"5 year returns. $NVDA - 1688% $AMD -- 794% $INTC -- 6.08%"  
[X Link](https://x.com/JakeMRuth/status/1750956714885538170)  2024-01-26T18:59Z [---] followers, [---] engagements


"Here's a long and fun investor debate thread on $GOOGL Shout-out to @RihardJarc on a great write up. It's worth a read to get a good bear case on Google Also @RihardJarc we may be interested in sponsoring your newsletter. What's your email @RihardJarc (I read the entire article 🙂) To level set: This is a great article thanks for sharing I also was buying GOOGL heavily at the end of [----] under $100 (still holding) Overall I can steel man your narrative but am leaning more bullish than you and holding. I'll reply to some of @RihardJarc (I read the entire article 🙂) To level set: This is a"  
[X Link](https://x.com/anyuser/status/1751598699753406545)  2024-01-28T13:30Z [--] followers, [---] engagements


"TFW: Your stock hits at a [--] week high but then you check your stonks after market and they bleed out 🥲 $MSFT $AMZN it was fun while it lasted"  
[X Link](https://x.com/JakeMRuth/status/1752462442284699890)  2024-01-30T22:43Z [---] followers, [---] engagements


"Interacting with AI coding copilots is incredible. $MSFT Copilot for coding has reduced my Stack Overflow uses by around 95%. I used to hit that site daily. Now I hit it maybe 1-4 times a week seems to slowly be approaching 0"  
[X Link](https://x.com/JakeMRuth/status/1752472606849016232)  2024-01-30T23:23Z [---] followers, [---] engagements


"$MSFT earnings call was great. Clear and confident management. $GOOG was ok. The second Sundar went off script he said um a lot and didn't present as much confidence Now ask yourself why $MSFT has the higher multiple on earnings and FCF I own both holding both"  
[X Link](https://x.com/JakeMRuth/status/1752830482222391358)  2024-01-31T23:05Z [---] followers, [---] engagements


"$AMZN operating income growth is insane"  
[X Link](https://x.com/JakeMRuth/status/1753179005790949541)  2024-02-01T22:10Z [---] followers, [---] engagements


"@stacymei Wow I don't event know what that is 😅 (goes to Google.)"  
[X Link](https://x.com/JakeMRuth/status/1753278470547746920)  2024-02-02T04:45Z [----] followers, [---] engagements


"$META IS DOWN 2.68% since this afternoon It's all about perspective ;)"  
[X Link](https://x.com/JakeMRuth/status/1753515185308909603)  2024-02-02T20:26Z [---] followers, [---] engagements


"Every single company that has ever existed eventually dies. $AAPL once a ripe apple may have fallen from the tree. Are we past Apple's peak performance Obviously the company is still strong. But it's important to identify if its best days are behind it or in front"  
[X Link](https://x.com/JakeMRuth/status/1753816539642433823)  2024-02-03T16:23Z [---] followers, [---] engagements


"LETS GOOO Patience is paying off here. Still waiting for a $5B market cap to start a long term hold I'm speculating there's a lot more to bleed out here in the short term I see $CHWY being the global pet company and leader into the 2030s and beyond"  
[X Link](https://x.com/JakeMRuth/status/1754609340084854971)  2024-02-05T20:54Z [---] followers, [---] engagements


"I claimed this stock was still overpriced at $45 I claimed this stock was still overpriced at $28 It's still overpriced now. BUT not as much. Getting ready to pounce like a dog on this one $CHWY"  
[X Link](https://x.com/JakeMRuth/status/1754624875652579693)  2024-02-05T21:55Z [---] followers, [---] engagements


"It's so obvious that $CHWY was insanely over valued at the beginning of [----]. [----] - Almost [--] BILLION market cap with 7.15B revenue and 132M in operating cash flow [----] - [---] billion market cap with 11B revenue and 487M in operating cash flow Graph src: https://stockunlock.com/freeFormPreview/cea3f510-a811-44ad-9185-c2d181523c0e https://stockunlock.com/freeFormPreview/cea3f510-a811-44ad-9185-c2d181523c0e"  
[X Link](https://x.com/JakeMRuth/status/1754629529337823431)  2024-02-05T22:14Z [---] followers, [---] engagements


"Here is the 1Y % change to stock price for $NVDA $AMZN $GOOGL $META Investors let's speculate. Which of these stocks will fall or correct first Or do you think all these valuations are justified"  
[X Link](https://x.com/JakeMRuth/status/1754635823570383244)  2024-02-05T22:39Z [---] followers, [---] engagements


"Who is even holding or buying $SNAP stock at this point If you are why and what's the bull thesis here"  
[X Link](https://x.com/JakeMRuth/status/1755283362611139025)  2024-02-07T17:32Z [----] followers, [---] engagements


"$AMZN's TTM OCF growth is 🤯"  
[X Link](https://x.com/JakeMRuth/status/1755296377268031996)  2024-02-07T18:24Z [---] followers, [---] engagements


"$CHWY CEO CTO and CFO are all making a pretty penny on their companies stock Millions of $ This doesn't really show management having high conviction in their stock. I'm going to continue to be patient on this one we can still go down far and hard from here"  
[X Link](https://x.com/JakeMRuth/status/1755603654630121886)  2024-02-08T14:45Z [---] followers, [---] engagements


"I guess $SMCI share holders like being diluted and barely profitable Revenue growth is not the holy grail. At some point that must turn to margin expansion/profitability. They have more long term debt than cash and they dilute share to raise cash. what am i missing"  
[X Link](https://x.com/JakeMRuth/status/1755999049872806371)  2024-02-09T16:56Z [---] followers, [---] engagements


"$MSFT from 2001-01-03 to 2016-09-29 produced negative returns. That's over [--] years of no gains if you bought at the beginning of [----] During this time their revenue and profits only grew. So why did the stock not change IT WAS EXTREMELY OVER VALUED IN 2001"  
[X Link](https://x.com/JakeMRuth/status/1756072287202127931)  2024-02-09T21:47Z [---] followers, [---] engagements


"I believe it and they are Also FWIW $MSFT is on of my largest position at 10% of my portfolio I've been very bullish on the company and holding for a few years now I also respect FCF yields and pricing on the market cap. They will need to keep doubling FCF to justify this valuation For me I try to separate the business from the stock. The business is great the stock is very expensive. Yes it's deserved to some degree. But for me there's always a price to sell when the stock valuation becomes too detached from the fundamentals What do you think here I love the question"  
[X Link](https://x.com/JakeMRuth/status/1756076437784654230)  2024-02-09T22:03Z [---] followers, [--] engagements


"I never thought I'd do this but. Sold [--] of my $MSFT shares at $420.69 That was 4% of my position"  
[X Link](https://x.com/JakeMRuth/status/1756096670054396015)  2024-02-09T23:24Z [---] followers, [---] engagements


"But seriously why would I buy an Apple Vision Pro when I can do this It's so easy a caveman can do it. See:"  
[X Link](https://x.com/JakeMRuth/status/1756662352093528360)  2024-02-11T12:51Z [---] followers, [---] engagements


"If anyone says " $ABNB " around me I act like a feral starving cat who found a can of fresh fish -- I go crazy #Bullish"  
[X Link](https://x.com/JakeMRuth/status/1756672352564228405)  2024-02-11T13:31Z [---] followers, [---] engagements


"If you could only choose one what's your pick for the next 3-5 years"  
[X Link](https://x.com/JakeMRuth/status/1757073588530655701)  2024-02-12T16:06Z [---] followers, [---] engagements


"Question for $PLTR bulls Can someone please explain to me what their moat is as a business Is it just that they have high clearance with the government I'm neutral on the stock but I still haven't heard any good answers to this question"  
[X Link](https://x.com/JakeMRuth/status/1757433989667676435)  2024-02-13T15:58Z [---] followers, [---] engagements


"BREAKING From $ABNB earnings call right now "Our Barbie ken mansion house drop got 3x more press than our IPO" - @bchesky 😂"  
[X Link](https://x.com/JakeMRuth/status/1757529627382153599)  2024-02-13T22:18Z [---] followers, [---] engagements


"Just listened to the $ABNB earnings call Such a dynamite company. I would not be surprised to see this be one of the top [--] stocks with the big tech giants by [----] Bought this heavy around $90 and I'll keep buying more of it dips Bullish. Currently 6% of my holdings"  
[X Link](https://x.com/JakeMRuth/status/1757539845486924064)  2024-02-13T22:58Z [---] followers, [---] engagements


"Savvy investor will understand where $ABNB was undervalued in this graph AND would have shown the patience to wait for proper valuation before building a position Read financials research profit"  
[X Link](https://x.com/JakeMRuth/status/1757839609684217997)  2024-02-14T18:49Z [---] followers, [---] engagements


"$COIN is so overvalued it makes me want to vomit 🤮 How can anyone justify buying the stock at these prices and multiples What am I missing here"  
[X Link](https://x.com/JakeMRuth/status/1757863163599503370)  2024-02-14T20:23Z [---] followers, [---] engagements


"@filbo132 Feels like a bubble"  
[X Link](https://x.com/JakeMRuth/status/1758126035755741244)  2024-02-15T13:48Z [---] followers, [--] engagements


"Aaaaand just like that $ABNB investor bought the stock back up to where it was trading at before earnings Kinda sad. as a long term investor I really want to keep getting a great deal on this stock but it seems like the market is finally starting to recognize the real value and future growth prospects of this amazing business"  
[X Link](https://x.com/JakeMRuth/status/1758142090804900303)  2024-02-15T14:51Z [---] followers, [---] engagements


"$CROX proving you can make consumers buy anything Honestly I'm impressed. Kudos to their management team and company If you asked me [--] years ago if Crocs would still be around/bigger than today I would've said no Reason number [------] why I don't invest in brands/fashion"  
[X Link](https://x.com/JakeMRuth/status/1758153338959343769)  2024-02-15T15:36Z [---] followers, [---] engagements


"@blizzy78 event.stopPropogration(); event.preventDefault(); I too have nightmares about this stuff. JavaScript is like hot sauce it burns so good"  
[X Link](https://x.com/JakeMRuth/status/1758227444987793834)  2024-02-15T20:31Z [---] followers, [--] engagements


""Overnight success" -- lmao. The first [--] months hardly anyone used the Discord just a quick customer support yell here and there [--] year in still nothing. At around 20-24 months we finally hit "critical chat mass" at around 2k It took [---] years to build up this community"  
[X Link](https://x.com/JakeMRuth/status/1758853054600778113)  2024-02-17T13:57Z [---] followers, [---] engagements


"$SHAK abbreviates their "Average Weekly Sales" as AWS in their investor materials and it's REALLY CONFUSING Seriously you had to overlap with one of the most well known cloud products in history SMH as SS also I can't see why investors loved these earnings"  
[X Link](https://x.com/JakeMRuth/status/1758859953396158646)  2024-02-17T14:24Z [---] followers, [---] engagements


"Stock Market Meme-ing. I may have timed the top of $MSFT selling a share at $420.69 "The top" is relative to the time of this post of course but just for the meme effect I find this hilarious"  
[X Link](https://x.com/JakeMRuth/status/1760027038696513978)  2024-02-20T19:42Z [---] followers, [---] engagements


"Apparently $PLTR is diluting shareholders 6% Hm"  
[X Link](https://x.com/JakeMRuth/status/1760079526313292231)  2024-02-20T23:10Z [---] followers, [---] engagements


"$CHWY is starting to look attractive The stock IPO'd around $34 a share in [----]. Now it's trading under $16 a share Revenue in [----] was 3.53B today it's 11.01B OCF in [----] was -13.4M today it's 487.96M CEO is an Amazon exec No debt Room to grow Not buying yet maybe soon"  
[X Link](https://x.com/JakeMRuth/status/1760367903994527822)  2024-02-21T18:16Z [---] followers, [---] engagements


"Hot take: I put Zoom Dropbox Twilio and potentially Stripe in the same bearish [--] year outlook category Great web [---] businesses that I don't think will be able to retain a moat as the cost to create software goes down and the cloud giants continue to rake in/create cloud services within their existing ecosystems that remove the need for these software companies. They simply found a temporary arbitrage opportunity which happened due to some complexities in tech that were hard to solve at the time I don't think these will die quick but I do have a hard time seeing them continue to grow as well"  
[X Link](https://x.com/JakeMRuth/status/1760372331992473661)  2024-02-21T18:34Z [---] followers, [---] engagements


"@SamSolidBZ What's your case to justify $NVDA valuation right now"  
[X Link](https://x.com/JakeMRuth/status/1761338233542132188)  2024-02-24T10:32Z [---] followers, [--] engagements


"@PronkDaniel your book made it to Columbia On the 16th floor of a high rise I had to improvise my setup to carry out a seat (workout bench) from the "gym" in the building. Watched the sunset and enjoyed a beer with the book I wonder where else your book has traveled Gonna show the world @PronkDaniel's first/new investing book About 1/3 through it loving it so far It's a shame that so many people need to read this book -- But they probably won't and just buy $NVDA to get rich quick Buy this book instead and become a 🌌🧠 https://t.co/StMPBscnAo Gonna show the world @PronkDaniel's first/new"  
[X Link](https://x.com/JakeMRuth/status/1762096344724898232)  2024-02-26T12:44Z [---] followers, [---] engagements


"Competitively speaking I will assert that I own the most well traveled (post delivery*) Daniel Pronk investing book ever I am determined to keep this self acclaimed title. Unless others on social media can prove they traveled more with the book 😂🗺✈"  
[X Link](https://x.com/JakeMRuth/status/1762096856102744277)  2024-02-26T12:46Z [---] followers, [---] engagements


"@joe_devito1 Great early buys I'm curious if there's any price relative to its fundamentals and cash flow produced that you think would be "too rich" at a given market cap value Or will you be willing to buy at virtually any price regardless of how expensive it is No wrong answers 🙌"  
[X Link](https://x.com/JakeMRuth/status/1764347876379934748)  2024-03-03T17:51Z [---] followers, [--] engagements


"If you aren't asking yourself this question before making a long term investment in ANY COMPANY you're going to have a bad time. "How can AI disrupt this business and enable competitors to reduce margins and top line revenue growth" You'll thank me later"  
[X Link](https://x.com/JakeMRuth/status/1764349667209335221)  2024-03-03T17:58Z [---] followers, [---] engagements


"@heyalexfriedman I feel attacked 😂 this is me last night"  
[X Link](https://x.com/JakeMRuth/status/1764354137989276052)  2024-03-03T18:16Z [---] followers, [---] engagements


"@Luke_inv16 Does the 💣 emote mean you're bearish I can see both sides on this one. For one yes the typical Google search experience I can see being disrupted by AI However with Googles big data and compute they are also positioned to create great AIs What's your take"  
[X Link](https://x.com/JakeMRuth/status/1764407310942617924)  2024-03-03T21:47Z [---] followers, [--] engagements


"But why is Jeff Bezos starting to look like Vin Diesel I'm suspicious. https://t.co/upnLYNCMPy https://t.co/upnLYNCMPy"  
[X Link](https://x.com/JakeMRuth/status/1765174533827219896)  2024-03-06T00:36Z [---] followers, [---] engagements


"The % of customers and new users joining from their friends is growing week over week. It feels great to consistency talk to customers hear their concerns and implement solutions. This directly contributes to our top line revenue growth month over month LFG 🚀 Investors asked we delivered Find better stocks with our new CAGR filters on Stock Unlock's Screener. Pinpoint growth opportunities with ease 📈🔍 Explore now ➡ https://t.co/H6sflahFmd https://t.co/5lEaomxyg2 🚀 Investors asked we delivered Find better stocks with our new CAGR filters on Stock Unlock's Screener. Pinpoint growth"  
[X Link](https://x.com/JakeMRuth/status/1765431279720247558)  2024-03-06T17:36Z [---] followers, [---] engagements

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