# ![@Muzzlebuster Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::866780113.png) @Muzzlebuster David Perlmutter

David Perlmutter posts on X about business, $bn, $zeta, $bam the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::866780113/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::866780113/c:line/m:interactions.svg)

- [--] Week [------] +5.90%
- [--] Month [-------] +31%
- [--] Months [-------] +692%
- [--] Year [-------] +13,040%

### Mentions: [--] [#](/creator/twitter::866780113/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::866780113/c:line/m:posts_active.svg)

- [--] Week [--] -21%
- [--] Month [---] +63%
- [--] Months [---] +240%
- [--] Year [---] +1,748%

### Followers: [-----] [#](/creator/twitter::866780113/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::866780113/c:line/m:followers.svg)

- [--] Week [-----] +2.80%
- [--] Month [-----] +14%
- [--] Months [-----] +235%
- [--] Year [-----] +1,014%

### CreatorRank: [---------] [#](/creator/twitter::866780113/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::866780113/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  55.65% [finance](/list/finance)  46.09% [cryptocurrencies](/list/cryptocurrencies)  20% [technology brands](/list/technology-brands)  13.04% [countries](/list/countries)  6.96% [currencies](/list/currencies)  3.48% [social networks](/list/social-networks)  1.74% [automotive brands](/list/automotive-brands)  0.87%

**Social topic influence**
[business](/topic/business) 20%, [$bn](/topic/$bn) #25, [$zeta](/topic/$zeta) 13.91%, [$bam](/topic/$bam) #21, [in the](/topic/in-the) 10.43%, [investment](/topic/investment) 9.57%, [money](/topic/money) 8.7%, [advice](/topic/advice) 8.7%, [$meli](/topic/$meli) 7.83%, [$amzn](/topic/$amzn) 6.09%

**Top accounts mentioned or mentioned by**
[@stockunlock](/creator/undefined) [@ashton1nvests](/creator/undefined) [@kabraxfx](/creator/undefined) [@saraltrader](/creator/undefined) [@newcomerinvest](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@pronkdaniel](/creator/undefined) [@patientinvestor](/creator/undefined) [@realroseceline](/creator/undefined) [@spike_1567](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@richardwedekin1](/creator/undefined) [@dixongeecapital](/creator/undefined) [@spike1567](/creator/undefined) [@hurrtrackerapp](/creator/undefined) [@tacticzh](/creator/undefined) [@capexandchill](/creator/undefined) [@cdinewsletter](/creator/undefined) [@lazaroinvestor](/creator/undefined) [@drunkdividends](/creator/undefined)

**Top assets mentioned**
[Brookfield Corporation (BN)](/topic/$bn) [ZetaChain (ZETA)](/topic/$zeta) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [MercadoLibre Inc (MELI)](/topic/$meli) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bancor (BNT)](/topic/$bnt) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [General Electric Company (GE)](/topic/$ge) [Spotify Technology (SPOT)](/topic/$spot) [Msci Inc (MSCI)](/topic/$msci) [Zeta Global Holdings Corp. (ZETA)](/topic/zeta-global) [Bank of Nova Scotia (BNS)](/topic/$bns)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Extremely well-written piece covering the nuclear deal between Brookfield $BN and the US government and much more. The puts-and-takes of the deal are of course interesting. My favorite part of this piece was the explanation of the potential leverage drag. I've watched over the last few years as BN would often swing in opposition of the [--] Year's movements. The picture painted here is particularly interesting in the face of a new Fed Chair incoming and the prospect of rates coming down. maybe even aggressively. It's hard to wrap my head around all of the reasons that this stock should fly over"  
[X Link](https://x.com/Muzzlebuster/status/2008175459939291472)  2026-01-05T13:55Z [----] followers, [----] engagements


"$BN $BAM Brookfield Corporations ecosystem is a masterfully crafted flywheel. Each element serves to strengthen the others. As each cog in the machine turns the others are enabled to spin faster and faster enabling compounding growth of the systems earning power and value generation. Below shows the interactions within the system in one image 👇 https://twitter.com/i/web/status/2009610144221462595 https://twitter.com/i/web/status/2009610144221462595"  
[X Link](https://x.com/Muzzlebuster/status/2009610144221462595)  2026-01-09T12:56Z [----] followers, 15.3K engagements


"@StockSavvyShay Don't forget $BN with their massive $80B government deal for nuclear energy 💪"  
[X Link](https://x.com/Muzzlebuster/status/2014133939338608689)  2026-01-22T00:32Z [----] followers, [---] engagements


"Latin America is a very big place. Part of the appeal for owning shares of $MELI is the vast runway and I'm sure we will continue to see rapid expansion across the region even if it is expensive to accomplish. $MELI has shown a real ability to earn meaningful returns on their capex by solidly implanting their business/economic flywheel into more and more underserved places. It's great to see Columbia shaping up to be a bigger participant in $MELI's vision.💪👇 Investors will eventually wake up to the reality that $MELI is transforming Colombia into its fourth major profit engine by executing"  
[X Link](https://x.com/Muzzlebuster/status/2016074404476703027)  2026-01-27T09:02Z [----] followers, [---] engagements


"A great overview on $BN They have so many catalysts on the horizon- very real catalysts. A couple that come to mind include 1) the opening up of private funds to the every day Joe through retirement investing vehicles like the 401(k) because of Trump's recent executive order. This opens up $BAM's market for attracting capital which ultimately funnels far more dividends to $BN which means more distributable earnings. For context $BAM's market for drawing investment capital will increase by 180% from this. 2) the $80B US government agreement for building nuclear. The ecosystem is complex but it"  
[X Link](https://x.com/Muzzlebuster/status/2016087240800088410)  2026-01-27T09:53Z [----] followers, [---] engagements


"$GE Aerospace reported stellar performance in Q4 [----] and for the full year. The backlog continues to expand offering high visibility into their future stream of growing recurring revenue. Our performance reflects the impact of FLIGHT DECK driving incremental gains that compounded into meaningful improvements. This enables us to accelerate output to deliver on our roughly $190 billion backlog which is up nearly $20 billion over the last year H. Culp CEO https://twitter.com/i/web/status/2016089960839876903 https://twitter.com/i/web/status/2016089960839876903"  
[X Link](https://x.com/Muzzlebuster/status/2016089960839876903)  2026-01-27T10:04Z [----] followers, [---] engagements


"@Ashton_1nvests $BN has an amazing ecosystem-- a flywheel that perfectly builds every part involved. The management is some of the best in the world 🌎. It has my utmost confidence. https://x.com/i/status/2009610144221462595 $BN $BAM Brookfield Corporations ecosystem is a masterfully crafted flywheel. Each element serves to strengthen the others. As each cog in the machine turns the others are enabled to spin faster and faster enabling compounding growth of the systems earning power and value https://t.co/Frdp8GSDzG https://x.com/i/status/2009610144221462595 $BN $BAM Brookfield Corporations"  
[X Link](https://x.com/Muzzlebuster/status/2016324904597983354)  2026-01-28T01:38Z [----] followers, [----] engagements


"$MELI's price action is often seen to be in the opposite direction as the strength of the USD. The reason is simple. Suppose Mercado Libre sells a bauble and takes payment in the Brazilian Real. Later they report that sale to investors. However they report it in USD. When they report it the value of the original sale translates to a higher amount of USD than when the sale was originally made if the Brazilian Real is now worth more USD. This is a foreign exchange tailwind meaning that the original sale is now effectively worth more in USD than when it originally occurred. The reverse situation"  
[X Link](https://x.com/Muzzlebuster/status/2016535190005321892)  2026-01-28T15:33Z [----] followers, [----] engagements


"@RichardWedekin1 What did their operating cash flow do What did AWS's backlog do These tell a more complete story about future returnable cash flows than the present FCF"  
[X Link](https://x.com/Muzzlebuster/status/2019577132654162330)  2026-02-06T01:01Z [----] followers, [---] engagements


"$AMZN is currently trading at a P/OCF of [-----]. It grew this metric by 20% in [----]. If you believe that OCF is a lead-in to a FCF hose later on then this is very cheap. If you believe Amazon will have to perpetually depress returnable cash flows moving forward or will not realize ROI on their massive capex then it's expensive. I am in the first camp. Look at the backlog. Look at underlying margins. Look at AWS's reacceleration in profits produced. Look at how fast advertising just grew. Think about the robotics division and low orbit satellites. Everything is growing and becoming more"  
[X Link](https://x.com/Muzzlebuster/status/2019718539163103492)  2026-02-06T10:23Z [----] followers, [----] engagements


"@DixonGeeCapital This was the average growth rate of shares over the last [--] years. It may be slightly higher or lower going forward but a shift in either direction of 0.4% doesn't meaningfully change the potential return. 🙏"  
[X Link](https://x.com/Muzzlebuster/status/2019743910126321666)  2026-02-06T12:04Z [----] followers, [---] engagements


"That's a very interesting way of thinking about it. I like the perspective very much. At an operating margin of just above 30% that implies operating income of $60B. On a market cap of $2100B that's a P/OI of [--] on business segments growing well above 20%. That's very interesting given the context of how much it excludes. Great observation 👏💯 https://twitter.com/i/web/status/2019778725601018131 https://twitter.com/i/web/status/2019778725601018131"  
[X Link](https://x.com/Muzzlebuster/status/2019778725601018131)  2026-02-06T14:22Z [----] followers, [---] engagements


"CEO Andy Jassy has said that most of the upcoming $200B in capex spend would be for AWS. The market is obviously freaking out about it. But what's interesting is that their backlog is bigger than this spend which is obviously meant to enable $AMZN to realize more of the increasing backlog. And once the backlog is realized that revenue would be mostly recurring in nature. So the framing here is that the capex will not be a recurring expense forever (I know it feels like it is at the moment) but the AWS revenue that it unlocks will be mostly recurring for the foreseeable future."  
[X Link](https://x.com/Muzzlebuster/status/2019813431482675514)  2026-02-06T16:40Z [----] followers, [----] engagements


"@KabraxFX I've been buying $TEA.AX. The valuation is getting crazy. Founder-led and owned organic and inorganic growth good balance sheet great management operating in multiple secular trends and a long runway for growth in multiple directions. https://x.com/i/status/1983831352811098415 Hidden in the Down Under is a wonderful founder-led company likely offering a real growth opportunity at a big discount. 🧵 (Not financial advice) $TEA.AX Australia 🦘 Market cap A$1.27B or $840M USD Tasmea Limited $TEA.AX is an Australian skilled services group that owns https://t.co/zyFHiVwZYj"  
[X Link](https://x.com/Muzzlebuster/status/2019820240415387669)  2026-02-06T17:07Z [----] followers, [---] engagements


"The reason this is impressive to me is because it displays a high degree of fluidity and dexterity. Those attributes translate into real world capabilities at least in a physical sense. That is a robot that will be useful in the real world. It will bring real value because it can physically accomplish all kinds of things like a human. https://twitter.com/i/web/status/2019845454872068474 https://twitter.com/i/web/status/2019845454872068474"  
[X Link](https://x.com/Muzzlebuster/status/2019845454872068474)  2026-02-06T18:47Z [----] followers, [--] engagements


"$TEA.AX 🦘 Tasmea LTD grew their EPS by 53% between FY2024 and FY2025. They are guiding for EPS growth of 30% between FY2025 and FY2026 moving to $0.30 AUD per share (not counting synergies or instant accretions from the recent WorkPac acquisition). Thats a forward P/E of [----]. For a 30+% grower. The stock could double on multiple expansion alone and still be cheap. Not financial advice. Hidden in the Down Under is a wonderful founder-led company likely offering a real growth opportunity at a big discount. 🧵 (Not financial advice) $TEA.AX Australia 🦘 Market cap A$1.27B or $840M USD Tasmea"  
[X Link](https://x.com/Muzzlebuster/status/2019896396074348799)  2026-02-06T22:10Z [----] followers, [----] engagements


"@SaralTrader What's important to me is fundamental growth which $AMZN has in spades. Since I plan to hold for many years the price action in the near term can do whatever it wants. It doesn't concern me"  
[X Link](https://x.com/Muzzlebuster/status/2020055123687301555)  2026-02-07T08:40Z [----] followers, [--] engagements


"The lawsuits are the overhang. There is a possible outcome where $ZETA is forced to delete much of the proprietary data maybe even profiles that are the source of its outstanding performance in ads. This would cripple the stock. Market-makers the ones with enough money to decide with buys and sells how the stock is priced build this risk profile into their discount rates. That's the source of the current depressed stock price. When these risks go away the discount rates change and stock re-rates. https://twitter.com/i/web/status/2020167327078023171"  
[X Link](https://x.com/Muzzlebuster/status/2020167327078023171)  2026-02-07T16:06Z [----] followers, [---] engagements


"A hard look at $ZETA $ZETA's fundamental performance is incredible. They have the ability to return $6-$7 to customers for every $1 the customer spends. Everything goes from there. More customers come on board existing customers spend more revenue increases margins increase profits increase etc. This is plain to see no matter who you are. It's all obvious. The question from investors seems to be given all of this how can the stock price be what it is Why wouldn't it work from here Most of the FinX $ZETA followers operate as if it's a foregone conclusion. Great and expanding fundamentals = the"  
[X Link](https://x.com/Muzzlebuster/status/2020908805677092878)  2026-02-09T17:13Z [----] followers, [----] engagements


"Revenue actually accelerated. Monthly active users and premium subscribers grew quite fast and margins on the robustly growing revenue are moving up and to the right. Couple this with the fact that prices are moving up a dollar going straight to the bottom line and this looks like a very strong report"  
[X Link](https://x.com/Muzzlebuster/status/2021269820868587853)  2026-02-10T17:07Z [----] followers, [--] engagements


"@Spike_1567 Constant currency basis. All of the growth metrics that really matter did really well"  
[X Link](https://x.com/Muzzlebuster/status/2021283780602855908)  2026-02-10T18:03Z [----] followers, [--] engagements


"@hurrtrackerapp It could adjust all over the place. Been through a lot of these. These projections literally never pan out"  
[X Link](https://x.com/anyuser/status/1574711771436355585)  2022-09-27T10:45Z [----] followers, [--] engagements


"$BN Meet Brookfield's latest investment opportunity. Batteries particularly lithium-ion are becoming a core staple energy infrastructure solution when paired with renewable energy such as solar and wind for storing excess energy. This allows these systems to continuously meet demands of all types and at all hours of the day. These batteries are large and are configured in big battery blocks that have the ability to for example offer backup energy to data centers so they never go offline. In fact $GOOGL Google and $MSFT Microsoft are already making use of these battery blocks for their data"  
[X Link](https://x.com/Muzzlebuster/status/1970946198556246507)  2025-09-24T20:19Z [----] followers, [----] engagements


"@TacticzH I would be surprised if $BN's stock price didn't appreciate by a 25% CAGR over the next [--] years. (3 for [--] stock split since this post but still valid) https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order gave retail investors access https://t.co/7DOHBymdT6 https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I"  
[X Link](https://x.com/Muzzlebuster/status/1983117581990187120)  2025-10-28T10:24Z [----] followers, [----] engagements


"$BAM Brookfield Asset Management is firing on all cylinders putting on a clinic in great management. Q4 [----] results come in hot 🔥 🔥 🔥 Quarterly fee-related earnings up 28% y/y. Quarterly distributable earnings up 18% y/y. $BN Brookfield Corporation and other shareholders will benefit from a 15% increase in the dividend. https://twitter.com/i/web/status/2019044457715265700 https://twitter.com/i/web/status/2019044457715265700"  
[X Link](https://x.com/Muzzlebuster/status/2019044457715265700)  2026-02-04T13:44Z [----] followers, [----] engagements


"I believe that $BN is probably the strongest business I own. Once you start to understand how it works you can understand why it will continue to grow unabated by perhaps anything. I can't see myself selling it. I literally picture myself as an old man still holding the stock. https://x.com/i/status/2007447009444184202 https://x.com/i/status/2007447009444184202"  
[X Link](https://x.com/Muzzlebuster/status/2019432987037671790)  2026-02-05T15:28Z [----] followers, [----] engagements


"It's hard for me to imagine a situation where I would sell $BN Brookfield Corporation. I literally picture myself as an old man still holding the stock. Understanding its dynamics means understanding why it will just keep growing. https://x.com/i/status/2007447009444184202 1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within https://t.co/3UwXZU9L32"  
[X Link](https://x.com/Muzzlebuster/status/2019433955133648922)  2026-02-05T15:32Z [----] followers, [----] engagements


"@CapexAndChill These are real operators. They will earn a return on every dollar they invest. I say let them spend"  
[X Link](https://x.com/Muzzlebuster/status/2019531489206001720)  2026-02-05T22:00Z [----] followers, [----] engagements


"@Ashton_1nvests I want to own $GE Aerospace but not yet. https://x.com/i/status/2003235615958044765 1/10 $GE Aerospace was officially spun-off in April [----] as the last part of a massive corporate restructuring. The ticker GE gives the investor a pureplay position in the aerospace engines business. Chris Hohn of TCI Fund keeps $GE as a whopping 27.12% of his portfolio. When https://t.co/OiPOa8uAZO https://x.com/i/status/2003235615958044765 1/10 $GE Aerospace was officially spun-off in April [----] as the last part of a massive corporate restructuring. The ticker GE gives the investor a pureplay"  
[X Link](https://x.com/Muzzlebuster/status/2020337159824449818)  2026-02-08T03:21Z [----] followers, [----] engagements


"@NewcomerInvest @Mindset4Money_X @CDInewsletter @LazaroInvestor @PronkDaniel @DrunkDividends @TheWiseIC @SettlingNomads @DivGrojourney @VanIsleInvestor Remember when Silicon Valley Bank imploded and suddenly "every regional bank was in trouble" I bought a lot of EQB on the back of that decline"  
[X Link](https://x.com/Muzzlebuster/status/2020604360967991571)  2026-02-08T21:03Z [----] followers, [--] engagements


"$SPOT is up 13% in the pre-market after reporting their Q4 [----] earnings. The reason is a series of data points that combine to paint a picture of management executing at a very high level in a business with a moat so big that the second place player has less than half of Spotify's market share after [--] decades of operation. ✅ Acceleration: Total Revenue grew 13% Y/Y on a constant currency basis ✅ User Growth: Monthly active users grew 11% Y/Y ✅Premium Subscribers grew 10% Y/Y to [---] million ✅ Increasing Efficiency: Gross margin up [--] bps Y/Y to 33.1% ✅ Increasing Efficiency: Operating margin"  
[X Link](https://x.com/Muzzlebuster/status/2021229574147694850)  2026-02-10T14:27Z [----] followers, [----] engagements


"@SelfMadeMastery $BAM. No contest"  
[X Link](https://x.com/Muzzlebuster/status/2021652846597615624)  2026-02-11T18:29Z [----] followers, [---] engagements


"Daniel Pronk used to cover BN on YouTube so those older videos could be great as an intro. The best thing you can do is read the shareholder letters. It's a very complicated business so it takes a lot of time. CEO Bruce Flatt is always very clear in his messages. I would say spend a lot of time on their investor relations page. https://twitter.com/i/web/status/2021745668432253115 https://twitter.com/i/web/status/2021745668432253115"  
[X Link](https://x.com/Muzzlebuster/status/2021745668432253115)  2026-02-12T00:38Z [----] followers, [--] engagements


"Hidden in the Down Under is a wonderful founder-led company likely offering a real growth opportunity at a big discount. 🧵 (Not financial advice) $TEA.AX Australia 🦘 Market cap A$1.27B or $840M USD Tasmea Limited $TEA.AX is an Australian skilled services group that owns and operates [--] interconnected/subsidiary businesses. Together they specialize in maintenance services for essential industries such as mining and resources oil and gas power and renewables defense water and infrastructure across Australia. Service lines include: Essential shutdown services: Time-critical turnarounds to"  
[X Link](https://x.com/Muzzlebuster/status/1983831352811098415)  2025-10-30T09:40Z [----] followers, 35.2K engagements


"1/12 (6 minute read) $ZETA You cant know what you hold if you dont know what its worth. $ZETA Valuation 🧵 TLDR; I think there is an incredible opportunity here. A MoS is proven first and at slide 9/12 probable returns are mapped and the point is made. (not financial advice) The goal here is to take managements guidance which we know is likely to be beaten/raised and build a valuation around it. I will perform an intrinsic valuation of the cash flows and also show a pricing valuation based on those cash flows (two separate types of valuation). No hype here; just math. Since we know that Zeta"  
[X Link](https://x.com/Muzzlebuster/status/1987501855618793904)  2025-11-09T12:45Z [----] followers, 10.9K engagements


"1/5 The Brookfield ecosystem is anything but simple. At its core it consists of a series of businesses which are connected in different ways. They feed off of each other and are each bolstered by their relationships within the system. Lets break down the way money flows within the system particularly between Brookfield Asset Management Ltd $BAM Brookfield Wealth Solutions Ltd $BNT and Brookfield Corporation $BN. 🧵👇"  
[X Link](https://x.com/Muzzlebuster/status/2007447009444184202)  2026-01-03T13:40Z [----] followers, 28.9K engagements


"Thoughts on Medpace $MEDP At the beginning of [----] there were 31.88M total shares outstanding. Medpace went on to repurchase 2.96M shares or 9.28% of total shares outstanding. The company still has $821.7M remaining in its share repurchase program which represents about 6.14% of the present market cap. In the meantime yesterday they reported: Revenue up 32% Y/Y. EBITDA up 20% Y/Y. Net new business awards up 39.1%. Net income margin grew from 19.1% to 21.8%. The stock is selling off because 1) They saw some cancellations in the quarter. Cancellations are always unexpected lumpy and analysts"  
[X Link](https://x.com/Muzzlebuster/status/2021256428665577740)  2026-02-10T16:14Z [----] followers, [----] engagements


"I see so many posts explaining that they are selling huge portions of their core holdings in an effort to mitigate risk feeling that the position is now too big in the portfolio especially for the given environment. It may be useful for folks feeling this way to think about this in a few different ways. 1) If I buy a position with the intention to hold for many years and then the stock price goes down does the red number on my little screen mean that the business model has been negatively impacted by anything Is the market price giving me new information about the business or the validity of"  
[X Link](https://x.com/Muzzlebuster/status/2022317752023662880)  2026-02-13T14:31Z [----] followers, [---] engagements


"@weary_centurion I enjoyed reading your story and I think it's wonderful how much meaning and importance you've discovered in different parts of your life. Thanks for being so open and congratulations on 10k"  
[X Link](https://x.com/Muzzlebuster/status/2022643275916808452)  2026-02-14T12:05Z [----] followers, [--] engagements


"$MELI's customer base has been growing at a CAGR between 20% and 33% depending on the business segment. Some interesting data-points: * MercadoLibre has 67M unique e-commerce buyers * MercadoLibre has 64M fintech users * The combined population of $MELI's [--] biggest markets - Brazil Argentina and Mexico - is 388M roughly 600% of their current user base * MercadoLibre has a business footprint in [--] other countries beyond just their current top [--]. The runway is absolutely immense from here. chart from @stock_unlock http://stockunlock.com http://stockunlock.com"  
[X Link](https://x.com/Muzzlebuster/status/1952068161940893958)  2025-08-03T18:04Z [----] followers, [----] engagements


"$MELI "missed" on net income in Q2 and management pointed to the reasons why. Below shows the most impactful line items for the bottom line. In pink we see provisions and marketing. These are moat building items. The market acts like this money is gone but its purpose is to INCREASE the business's ability to generate income in the future. We will see that money later with a healthy ROI on top. In orange we see items which are largely macro-related. Though impactful in the short-term they say nothing about the company's effectiveness of the business model or its ability to grow"  
[X Link](https://x.com/Muzzlebuster/status/1952529092072595937)  2025-08-05T00:36Z [----] followers, [----] engagements


"Quiz time - What do you get when you cross consistent growth unending runway a massive backlog stellar management and a low valuation Answer - a potential opportunity in the form of $MEDP Medpace Holdings Inc. This one just might check all the boxes so lets take a look 👇🧵 Charts from @stock_unlock"  
[X Link](https://x.com/Muzzlebuster/status/1954216353700745408)  2025-08-09T16:21Z [----] followers, [----] engagements


"Is everyone aware that you can take a PDF full of investor presentation slides in another language go to $GOOG's Google Translate site upload it and it spits out a new pseudo-PDF with every chart graph and everything else kept in the same exact format but translated perfectly The investing process can be worldwide in scope now. 🌏 There's no reason to restrict ourselves to our own backyard anymore. $IBKR"  
[X Link](https://x.com/Muzzlebuster/status/1954462628941570389)  2025-08-10T08:39Z [----] followers, [---] engagements


"@MMoney642 I pulled up this chart on $ZETA and I'm absolutely enthralled with it 😍"  
[X Link](https://x.com/anyuser/status/1954944680233513155)  2025-08-11T16:35Z [----] followers, [----] engagements


"1/3 As an investor I like to focus on business models where their individual components feed off one another like symbiotic organisms using each other to grow and prosper. A self-perpetuating ecosystem is what I'm after. In that light $ZETA's AI-driven marketing platform is an investors dream"  
[X Link](https://x.com/Muzzlebuster/status/1955323105750237219)  2025-08-12T17:38Z [----] followers, [----] engagements


"$ZETA is a fast-growing agentic AI marketing company. But here's the big question - does it have a moat This is a vital question that needs definitive answering before any investment. Ensuring that competitive advantages exist that will keep customers coming to Zeta instead of turning to the competition is what we are after. Heres my take on it.👇🧵"  
[X Link](https://x.com/Muzzlebuster/status/1955747782674764278)  2025-08-13T21:46Z [----] followers, [----] engagements


"Does $ZETA have a moat Check it out 👇 $ZETA is a fast-growing agentic AI marketing company. But here's the big question - does it have a moat This is a vital question that needs definitive answering before any investment. Ensuring that competitive advantages exist that will keep customers coming to Zeta instead https://t.co/3zzBQKix5q $ZETA is a fast-growing agentic AI marketing company. But here's the big question - does it have a moat This is a vital question that needs definitive answering before any investment. Ensuring that competitive advantages exist that will keep customers coming to"  
[X Link](https://x.com/Muzzlebuster/status/1955748697549275215)  2025-08-13T21:50Z [----] followers, [----] engagements


"@patientinvestor Lawsuits can easily come [--] months or a year after the issue"  
[X Link](https://x.com/Muzzlebuster/status/1956008155701215491)  2025-08-14T15:00Z [----] followers, [---] engagements


"Michael Burry bought [----] shares of $MELI at $2613.67 per share. Obviously he believed it was undervalued at that price"  
[X Link](https://x.com/anyuser/status/1956099199344501223)  2025-08-14T21:02Z [----] followers, [----] engagements


"$ZETA's co-founder and CEO stopped by. Love to see it. Original post below in case you missed it. Does $ZETA have a moat Check it out 👇 Does $ZETA have a moat Check it out 👇"  
[X Link](https://x.com/Muzzlebuster/status/1956693580027732371)  2025-08-16T12:24Z [----] followers, [----] engagements


"A very informative compilation of short videos which really showcases $ZETA's structural advantages business model and the articulate nature of the co-founder & CEO. Great post by @DividendNGrowth The evolution of $ZETA 1/4 https://t.co/er5v4uYza3 The evolution of $ZETA 1/4 https://t.co/er5v4uYza3"  
[X Link](https://x.com/Muzzlebuster/status/1956730198381998554)  2025-08-16T14:50Z [----] followers, [----] engagements


"$GOOG is about to breach all-time highs. Why Because when you have fundamentals like this negative sentiment has no choice but to be temporary. Block out the noise for a minute take a step back and see it for what it is👇🧵 Charts from @stock_unlock"  
[X Link](https://x.com/Muzzlebuster/status/1957090939123474529)  2025-08-17T14:43Z [----] followers, [----] engagements


"1/5 $ZETA has a string of competitive advantages inherent in the business that has manifested as quality results for subscribers year after year. They just do it better. One way we can watch this play out is to look at the entire market"  
[X Link](https://x.com/Muzzlebuster/status/1957795666077310991)  2025-08-19T13:23Z [----] followers, [----] engagements


"Nothing that Jerome Powell says at Jackson Hole will change the quality of the inner workings of the businesses you own. All of the functional gears will continue to interplay and rotate. The talented management will still be in place showing up day in and day out. The guts of the business will still be the guts of the business. These are the fundamentals. Nothing that anyone says while standing at a podium can change the fundamentals. Now what Powell can do is adjust demand for your business's products. But only a little and certainly only temporarily. So just don't sweat it. Don't waste"  
[X Link](https://x.com/Muzzlebuster/status/1958497315431289126)  2025-08-21T11:52Z [----] followers, [---] engagements


"Is $DUOL's subscription service sticky It certainly is from where I'm standing"  
[X Link](https://x.com/anyuser/status/1959641402301685947)  2025-08-24T15:38Z [----] followers, [---] engagements


"$KSPI AO is a monopolistic flywheel-driven e-commerce marketplace and fintech ecosystem in Kazakhstan that just keeps delivering results year after year after year a true compounder. The stock is not without risks but I think the risks are vastly outweighed by potential upside. I dont hear anyone talking about this one. 👇🧵 http://Kaspi.kz http://Kaspi.kz"  
[X Link](https://x.com/anyuser/status/1960317281621172460)  2025-08-26T12:23Z [----] followers, 11.7K engagements


"A deep dive on $KSPI. 👇🧵 $KSPI https://t.co/EsK5SUU2R6 AO is a monopolistic flywheel-driven e-commerce marketplace and fintech ecosystem in Kazakhstan that just keeps delivering results year after year after year a true compounder. The stock is not without risks but I think the risks are vastly https://t.co/Zo0LMNtBPt $KSPI https://t.co/EsK5SUU2R6 AO is a monopolistic flywheel-driven e-commerce marketplace and fintech ecosystem in Kazakhstan that just keeps delivering results year after year after year a true compounder. The stock is not without risks but I think the risks are vastly"  
[X Link](https://x.com/Muzzlebuster/status/1960634054614581567)  2025-08-27T09:22Z [----] followers, [----] engagements


"$MSCI is down 2% over the last [--] months and 5% YTD. A long-term holder's dream. It's been a month since earnings but the main points still apply; nothing has changed 👇 The index and analytics giant $MSCI was sold off 8.9% yesterday after reporting earnings. Clearly the market was spooked. But was it an over-reaction or was it justified And most importantly is it an opportunity for investors 👇🧵 chart by @stock_unlock https://t.co/fiI7ba7u1w The index and analytics giant $MSCI was sold off 8.9% yesterday after reporting earnings. Clearly the market was spooked. But was it an over-reaction or"  
[X Link](https://x.com/Muzzlebuster/status/1961050172693053633)  2025-08-28T12:56Z [----] followers, [---] engagements


"We live in a very weird macroeconomy right now. The S&P [---] is stretched weve had back-to-back years with the greater markets going straight up inflation remains a question mark tariffs loom as a threat to trade and prices the jobs market has likely shaken and sovereign debt levels look completely unsustainable. That's a lot. Is a recession inbound The answer ➡➡➡ Who cares Here are [--] companies that ignored all of the drama of lockdowns money printing inflation rising interest rates and a weak consumer after the [----] top. These players kept getting stronger through the downturn their"  
[X Link](https://x.com/Muzzlebuster/status/1962846361948164201)  2025-09-02T11:53Z [----] followers, [----] engagements


"I've always thought highly of those who are super transparent. So today I am revealing my portfolio. Positions and allocations shown below 👇. None of this is financial advice. As you can see below I enjoy a certain level of concentration. Major themes within the portfolio: Have business segments which utilize recurring revenue models: All of them. Profits growing faster than 13%: All of them. Self-reinforcing flywheel (business segments feed and deepen the moats of others): All of them. Cash + operating cash flows outweigh debt (can weather any storm): All of them. Free cash flow positive:"  
[X Link](https://x.com/Muzzlebuster/status/1967181474601283794)  2025-09-14T10:59Z [----] followers, [----] engagements


"1/8 $GOOG $GOOGL $MSCI $SPOT $ZETA $AMZN Compounding wealth is about holding companies that will compound their earnings for years and years into the far future unabated. Ensuring that we are investing in companies with business models that naturally compound on themselves is the safest and simplest way to achieve this. The best and most predictable businesses are ones where revenue streams build upon themselves with each new customer adding to the growing pile of recurring predictable and steady income. Targeting subscription-based business models with high retention rates is the topic of"  
[X Link](https://x.com/anyuser/status/1967918099174150193)  2025-09-16T11:46Z [----] followers, [----] engagements


"If you want to learn more about how I personally approach an investment I wrote it down. Paperback and E-book both available on Amazon. The book focuses on simple organization of investing thought processes and how to tune out the rest. The tools are all here. https://a.co/d/7fxsqnN https://a.co/d/7fxsqnN"  
[X Link](https://x.com/anyuser/status/1967918116240781338)  2025-09-16T11:46Z [----] followers, [----] engagements


"1) Understand the mechanisms that compound within the company. 'Compound' is not the same as 'goes up'. The actual business model has to be an exponential compounder over the long term. 2) Understand the mechanisms within the business that make it very hard for others to compete. This directly affects margins forever. 3) You have to be able to value the business. I don't mean read a P/E multiple or compare pricing metrics to historical averages. I mean really value it. 4) Only ever buy when the business is very undervalued. Fairly valued is not good enough. 5) Wait. Wait and keep turning over"  
[X Link](https://x.com/Muzzlebuster/status/1968030038386937926)  2025-09-16T19:11Z [----] followers, [----] engagements


"As far as turning over rocks every investor needs a stream of ideas. Buffett used to read through Moody's Manuals in a library but today we don't have to do that. We can come across ideas that have already been through a thoughtful filter instead. I use screeners to try and find ideas and I take ideas from many in the social media world whether it's here on X on YouTube on Substack on Value Investors Club or other places and I go through them one by one. If I look at a couple hundred ideas I might only actually buy [--] or [--]. Some folks whose content you will follow will be more talented than"  
[X Link](https://x.com/Muzzlebuster/status/1968050732093075946)  2025-09-16T20:33Z [----] followers, [---] engagements


"Stay humble as an investor. A bear market is coming. Maybe not today and maybe not tomorrow next month or next year but one is coming. If you've never been through a bear market look at your portfolio now and imagine over the course of a couple years the value of your positions descending by [--] or 60%. How would you feel about the companies you hold Would you still want to hold them Now is the time to think about this. $GOOGL $GOOG $AMZN $NVDA $MELI $BN $BAM $AMD $ZETA $MSCI $SPGI $META $SPOT"  
[X Link](https://x.com/Muzzlebuster/status/1968195797540839528)  2025-09-17T06:10Z [----] followers, [----] engagements


"1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order gave retail investors access to private alternative investments such as private equity venture capital hedge funds private credit and real estate through employer-sponsored retirement plans like 401(k)s. This directly benefits Brookfield Corporation $BN and Brookfield Asset Management $BAM as it has the potential to funnel huge amounts of liquidity"  
[X Link](https://x.com/Muzzlebuster/status/1968603149100253519)  2025-09-18T09:09Z [----] followers, 81.9K engagements


"2/4 This blows the doors wide open for $BN and $BAM. In Brookfields recent Investor Day Presentation legendary CEO Bruce Flatt explained the power of this new paradigm: In the past our money came from our own balance sheet. It came from our asset management business. Increasingly it's going to come from individuals and people seeking wealth. Pension plans and sovereign plans who we've generally sought capital for is a $22 trillion market. 401(k)s and wealth is $40T. We expect this third source of capital to support a doubling of the inflows into our business across all the different channels"  
[X Link](https://x.com/Muzzlebuster/status/1968603151331659949)  2025-09-18T09:09Z [----] followers, [----] engagements


"3/4 Connor Teskey President of Brookfield Asset Management $BAM explained in a podcast the very next day just how profound the impact of this shift will be for Brookfield and why they are the best positioned in the game to benefit: .you mentioned 401(k)s but just the way we described it yesterday at Investor Day was the individual investor. That's your retail and high net worth client. That's your annuity or insurance policy holder. That's your 401(k) the retiree market. And we're exceptionally excited about this because we think it is one of the if not the largest growth driver for our"  
[X Link](https://x.com/Muzzlebuster/status/1968603153911140600)  2025-09-18T09:09Z [----] followers, [----] engagements


"4/4 $BN $BAM $BNT Given these immense tailwinds Brookfield was very comfortable guiding to a 25% CAGR in distributable earnings over the next [--] years during the Investor Day Presentation. Naturally this begs the question of valuation. As reported in the Q2 earnings release $BN generated $3.71 per share in distributable earnings over the last [--] months. (I'm choosing to use the after realizations value on purpose. Though the timeframe for these realizations is generally lumpy they still represent compoundable cold hard cash which is ultimately returnable to shareholders. And we know they are"  
[X Link](https://x.com/Muzzlebuster/status/1968603156348027299)  2025-09-18T09:09Z [----] followers, [----] engagements


"@joecarlsonshow I sense sarcasm"  
[X Link](https://x.com/Muzzlebuster/status/1970216154615480572)  2025-09-22T19:58Z [----] followers, [----] engagements


"1/9 Ive posted some work on $ZETA in the past and have gotten numerous questions about the valuation. Typically the questions have focused on the companys current FCF. Pricing the FCF according to todays stock price seems to paint a picture of a very expensive stock. While those who are making this observation seem to correctly understand that the value of a business is directly tied to its ability to return raw cash to its shareholders valuing $ZETA according to its current FCF is not appropriate because it under-represents the cash-generating ability of this young business. I want to share"  
[X Link](https://x.com/Muzzlebuster/status/1970471559081951655)  2025-09-23T12:53Z [----] followers, [----] engagements


"Price-to-sales (P/S) ratios are never ever interesting in isolation. If you are valuing a stock or comparing stocks based on P/S you have a lot more work to do"  
[X Link](https://x.com/Muzzlebuster/status/1970993348715728988)  2025-09-24T23:26Z [----] followers, [----] engagements


"1/4 $ZETA's stock-based compensation (SBC) has been a major talking point for anyone looking into the stock and is always part of any bear thesis. Afterall it is a key detractor from the bottom line with SBC coming in at 15% of revenue and a whopping 150% of FCF"  
[X Link](https://x.com/Muzzlebuster/status/1971669120560337188)  2025-09-26T20:12Z [----] followers, [----] engagements


"When you get to the point where you don't have to try and sell potential clients by talking at them because you can just walk in and show them in the truest sense it's powerful. This is $ZETA CFO Christopher Greiner on the 'Run the Numbers with @cjgustafson' Podcast explaining how Zeta Global likes to present. (30 second clip) (Great podcast btw. Definitely check it out) https://youtube.com/clip/UgkxfmNoSfNZN9mqyi7Yod-DnktzSE5ciGY5si=g5w-jzt21sAZZiQI https://youtube.com/clip/UgkxfmNoSfNZN9mqyi7Yod-DnktzSE5ciGY5si=g5w-jzt21sAZZiQI"  
[X Link](https://x.com/Muzzlebuster/status/1973002566834270678)  2025-09-30T12:30Z [----] followers, [----] engagements


"@Mindset4Money_X The regions $MELI earns revenue in with inflation and high government bond yields definitely warrant a high discount rate. It's not as cheap as it looks but it's a stalwart company that deserves a higher valuation"  
[X Link](https://x.com/Muzzlebuster/status/1973475777862836242)  2025-10-01T19:51Z [----] followers, [----] engagements


"$MEDP Medpace Holdings is a perfect beneficiary of the AI era. And earnings will exponentiate from here. The company supports the entire clinical development process from Phase I to Phase IV. This means everything from clinical trial management to regulatory affairs data management medical writing laboratory services and the entire complicated FDA submission process. They take drug and medical equipment contracts across [--] countries (all continents) and each new contract means years of work. In this way the business model mimics a recurring revenue/subscription model in many ways. Medpace is"  
[X Link](https://x.com/Muzzlebuster/status/1973706322173460707)  2025-10-02T11:07Z [----] followers, [----] engagements


"These [--] charts tell the story of $MEDP Medpace Holdings Inc. (All charts from @stock_unlock) FCF per share has compounded aggressively over the years. There's no reason this wouldn't continue. Demand for their services has always been robust but will expand at a faster rate in the coming years. The backlog shows visibility into future earnings. The FCF margin has diligently expanded over time as the company gets bigger and more efficient. The company buys back shares aggressively but only when the shares are cheap. Management is very careful about this. All of this with $0 in debt. All of"  
[X Link](https://x.com/Muzzlebuster/status/1974033527755718719)  2025-10-03T08:47Z [----] followers, [----] engagements


"$BN is the safest growth stock in the world.🏆 🟢 Management 🥇 A++ 🟢 Guidance A+ 🟢 Balance sheet A- 🟢 Tailwinds A+ 🟢 Performance history A+ 🟢 Valuation A+ 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order gave retail investors access https://t.co/7DOHBymdT6 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed"  
[X Link](https://x.com/Muzzlebuster/status/1974531108814667924)  2025-10-04T17:44Z [----] followers, [----] engagements


"@buccocapital $BN is severely undervalued and nobody is talking about this new aspect of the business. https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order gave retail investors access https://t.co/7DOHBymdT6 https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one"  
[X Link](https://x.com/Muzzlebuster/status/1974859531940479142)  2025-10-05T15:29Z [----] followers, [----] engagements


"1/5 $MELI A Peak into the Current Valuation 🧵 (Not financial advice) Mercado Libres cash flows are key to understanding what the stock is worth. Specifically it is important to try and wrap our heads around what the business could produce in cash right now if it suddenly decided that there was no higher priority than cash generation. We want to understand the underlying businesss true current ability to generate cash. However an assessment of the businesss potential cash flow generation is not exactly straight-forward. Mostly it is complicated by the workings of its fintech arm Mercado Pago"  
[X Link](https://x.com/Muzzlebuster/status/1975496466329198622)  2025-10-07T09:40Z [----] followers, [----] engagements


"It's one thing to beat estimates/guidance [--] quarters in a row but to also raise guidance each time as well This shows a mixture of prudent expectations and sheer execution. It also means that $ZETA investors can have confidence in their valuation models like the one below and can take solace in the thought that perhaps they are getting a better deal than they've modeled. 1/9 Ive posted some work on $ZETA in the past and have gotten numerous questions about the valuation. Typically the questions have focused on the companys current FCF. Pricing the FCF according to todays stock price seems to"  
[X Link](https://x.com/Muzzlebuster/status/1976217576955863333)  2025-10-09T09:26Z [----] followers, [----] engagements


"$ZETA "For every dollar an enterprise spends using our AI and software we return $5 to $7 in revenue today." --David Steinberg on CNBC Steinberg explained that even though a $5 to $7 return per dollar spent is 100% higher than $ZETA's next closest competitor 😳 they have a goal of reaching $10 in returns. The acquisition of Marigold is intended to lift Zeta towards that goal"  
[X Link](https://x.com/Muzzlebuster/status/1976438502272401417)  2025-10-10T00:03Z [----] followers, 14.6K engagements


"@patientinvestor"  
[X Link](https://x.com/Muzzlebuster/status/1976682335979376963)  2025-10-10T16:12Z [----] followers, [----] engagements


"@DividendDude_X WHY ARE YOU YELLING AT ME 😏"  
[X Link](https://x.com/Muzzlebuster/status/1977098397237887094)  2025-10-11T19:46Z [----] followers, 10.2K engagements


"Focus on whats important and tune out the rest. These [--] charts tell the real story of $AMZN 👇🧵"  
[X Link](https://x.com/Muzzlebuster/status/1977676142728683966)  2025-10-13T10:01Z [----] followers, [----] engagements


"@StockMarketNerd Without a doubt $BN. Seems so obvious. https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August Trump signed an executive order titled "Democratizing Access to Alternative Assets for 401(k) Investors". This order gave retail investors access https://t.co/7DOHBymdT6 https://x.com/Muzzlebuster/status/1968603149100253519s=19 1/4 $BN $BAM $BNT 🧵 (I know it's a lot but you're going to want to read this one to the end. Not financial advice.) In August"  
[X Link](https://x.com/Muzzlebuster/status/1977737324311036031)  2025-10-13T14:04Z [----] followers, [----] engagements


"@pepemoonboy I prefer to just sit around and hold my companies and buy more at low prices"  
[X Link](https://x.com/Muzzlebuster/status/1978533438920458715)  2025-10-15T18:48Z [----] followers, [---] engagements


"1/7 $KSPI is a compounder in the truest sense operating as a monopoly in the Kazakh economy and newly increasing its TAM by 400% by moving into Trkiye. A massive e-commerce marketplace payments fintech travel government public services and more all moving through the app that almost everyone uses.🧵"  
[X Link](https://x.com/Muzzlebuster/status/1978924158776910158)  2025-10-16T20:41Z [----] followers, [----] engagements


"7/7 But for all its business strength $KSPI's stock price has not followed suit. The stock currently trades at a forward PE of [--] on a slew of macroeconomic concerns. What happens when headlines start to shift"  
[X Link](https://x.com/Muzzlebuster/status/1978924176481079639)  2025-10-16T20:41Z [----] followers, [---] engagements


"$PRCT Procept BioRobotics is one to keep an eye on. (not financial advice) This is a company which makes robotic tools for urologists high-tech gadgets to treat enlarged prostates without wrecking sexual or bladder function. Their main machine AquaBeam uses water jets guided by ultrasound and AI to zap away just the bad tissue. Super precise with no lasers or steam like with older methods. Quick safe and patients bounce back fast- a welcome change over more traditional procedures. The company is yet unprofitable which denotes risk but it looks to be well on its way. There is a lot to like"  
[X Link](https://x.com/anyuser/status/1981124790480970090)  2025-10-22T22:25Z [----] followers, [----] engagements


"Announcing a price target is a lot like predicting your girlfriend's mood a year in advance. If you give me a price you can't give me a timeframe. And if you give me a timeframe you can't give me a price. "Professionals" who do this are displaying their weakness in plain daylight. They should be ignored. And certainly don't give them your money"  
[X Link](https://x.com/Muzzlebuster/status/1982739375138992169)  2025-10-27T09:21Z [----] followers, [---] engagements


"$BN $BAM Brookfield Westinghouse Electric (Brookfield subsidiary) and the US Government enter into an agreement worth at minimum $80 billion to deploy nuclear reactors in the United States to support technology and artificial intelligence. Brookfield Corporation's entire market cap is $115 billion. https://www.globenewswire.com/news-release/2025/10/28/3175150/0/en/United-States-Government-Brookfield-and-Cameco-Announce-Transformational-Partnership-to-Deliver-Long-term-Value-Using-Westinghouse-Nuclear-Reactor-Technology.html"  
[X Link](https://x.com/Muzzlebuster/status/1983110141051298150)  2025-10-28T09:54Z [----] followers, [----] engagements


"$BN and chill"  
[X Link](https://x.com/anyuser/status/1983189398289289491)  2025-10-28T15:09Z [----] followers, [----] engagements


"$MELI "We are not managing the business for short-term margin. We are managing for long-term value creation. And we think that if we continue to sustain the levels of growth that we are delivering we are in the right track. As we said in the past we are not going to hesitate to invest behind that even if we put some short-term margin pressure. But in the long term we continue to be very optimistic about the margin profile of our business as we continue to scale the business and as some of the investments that we're making continue to mature." - Martin de Los Santos CFO If you're going to own"  
[X Link](https://x.com/Muzzlebuster/status/1983849748101574803)  2025-10-30T10:53Z [----] followers, [----] engagements


"@KobeissiLetter Nothing. It's just a product of his business. He doesn't wait for things as if he knows something is coming"  
[X Link](https://x.com/Muzzlebuster/status/1984691423459823629)  2025-11-01T18:38Z [----] followers, [----] engagements


"1/7 Thoughts on $TEA.AX's Valuation 🧵 (not financial advice) First comparing Tasmea to its closest competitors: $MND.AX - Monadelphous Group Ltd P/E [----] growing EPS at 35% revenue up 12% y/y P/NPAT [-----] with NPAT growing 34% y/y P/OCF [-----] with OCF declining by 57% y/y No guidance provided. $CVL.AX - Civmec Ltd P/E [-----] with EPS declining by 38% y/y P/NPAT [----] with NPAT declining 34% P/OCF [-----] with operating cash flow declining by 15% y/y No guidance provided. $TEA.AX P/E [--] with EPS growing by 53% y/y P/NPAT [-----] with NPAT growing by 74% y/y P/OCF [-----] with OCF growing by 8.12% y/y"  
[X Link](https://x.com/anyuser/status/1985290943096840491)  2025-11-03T10:20Z [----] followers, [----] engagements


"YTD $ZETA's dilution is 1.6% and it continues its downtrend. Management is laser-focused on this aspect of the fundamentals which is why they talk about it in every earnings call. With cash conversion accelerating and SBC declining how long before this stat inflects negative"  
[X Link](https://x.com/anyuser/status/1986016790283993333)  2025-11-05T10:24Z [----] followers, [----] engagements


"These two slides taken together tell the biggest story of what's happening at $MELI. [--] + [--] = [--]. The growth is growing"  
[X Link](https://x.com/Muzzlebuster/status/1986373865035964568)  2025-11-06T10:03Z [----] followers, [----] engagements


"$ZETA has: 💥Expanding margins. 💥AI that brings measurable value. 💥 Extreme transparency with stock-based compensation. 💥 International expansion. 💥Cash and no debt. 💥Fast growth. 💥 Attractive price"  
[X Link](https://x.com/Muzzlebuster/status/1986841894803177498)  2025-11-07T17:03Z [----] followers, [----] engagements


"$CROX is returning 16% of the current market cap to its shareholders through buybacks. That's like buying a bond (though far riskier) that has a 16% yield on it. A purchase today gives a free cash flow yield of 18.4%. 😳 Year-to-date we have repurchased [---] million shares of our common stock for a total of approximately $400 million. We ended the quarter with $927 million remaining on our buyback authorization. Patricia Reagan CFO 3rd Quarter [----] Earnings Conference Call $927M in buybacks would be about a quarter of the current $3.89B market cap. 😳"  
[X Link](https://x.com/Muzzlebuster/status/1988724079470252192)  2025-11-12T21:42Z [----] followers, [----] engagements


"I don't care what Michael Burry is doing"  
[X Link](https://x.com/anyuser/status/1989026797497778221)  2025-11-13T17:45Z [----] followers, [---] engagements


"$BN Brookfield Corporation was extremely busy this quarter Here were the biggest news prints from the last [--] months: 🟢Acquired the remainder of Oaktree 🔵Signed an agreement with the U.S. government to deliver $80 billion worth of new nuclear power plants 🟣Partnered with Figure the impressive humanoid robotics company to support its technological development ⚪Partnered with Bloom Energy to install up to [--] GW of power generation to support AI infrastructure globally. One of these would have been a job well done. But all of them together is simply world-class. The deals keep coming and the"  
[X Link](https://x.com/Muzzlebuster/status/1989099551102255475)  2025-11-13T22:34Z [----] followers, [----] engagements


"$BN Brookfield Corporation just grew DE by 18% y/y. The stock sold off likely because Brookfield has been guiding to 25% DE CAGR over the next [--] years. But as usual this looks like yet another opportunity with this stock (not financial advice): Assume 16% (4% per quarter) DE growth next year (they just grew 18% and are guiding for 25%). DE before realizations growing at 4% per quarter: Q4 [----] $0.58 Q1 [----] $0.61 Q2 [----] $0.63 Q3 [----] $0.66 Added = $2.48 DE per share Current share price = $43.78 P/Forward DE = $43.78 / $2.48 = [-----] This is a P/DE_Growth of [--] on one of the best managed"  
[X Link](https://x.com/Muzzlebuster/status/1989295091706450017)  2025-11-14T11:31Z [----] followers, [----] engagements


"I made a sizeable purchase of $BN here 👇"  
[X Link](https://x.com/anyuser/status/1990041999538577729)  2025-11-16T12:59Z [----] followers, [----] engagements


"When I wrote this book I wrote it as much for me as for anyone else because I think it's important to have an anchor in investing something to help keep us grounded with a good mindset/philosophy in a world full of confusing disorienting noise. I wanted to write something that I could come back to on occasion for the purpose of recalibrating myself. Market noise can shift our psyches over time. Like waves beating against a cliffside it can slowly degrade the thought processes we originally set out to use. This book was meant to help with that. That's why I called it a compendium. Thanks"  
[X Link](https://x.com/Muzzlebuster/status/2015864388121723194)  2026-01-26T19:08Z [----] followers, [----] engagements


"@mattswider What a frustrating joke this whole thing is. I'm punished for working for a living. I see these tweets a few minutes too late"  
[X Link](https://x.com/Muzzlebuster/status/1453750280261099525)  2021-10-28T15:47Z [----] followers, [--] engagements


"$GOOG will not make much if any money from rides imo. But what I think many people miss is that they are primarily an ads business. Google will deeply penetrate the streets of every major city even if each ride costs them a few pennies because every ride is an opportunity for the rider to see ads. Google is expanding their ads space from the search bar to the streets. The inside of each Waymo will have an opportunity for eyes and even clicks. Waymo is a back door expansion of the ads business and quite a meaningful one"  
[X Link](https://x.com/Muzzlebuster/status/1942919250986819605)  2025-07-09T12:10Z [----] followers, [---] engagements


"I have a theory that scaling Waymo is an effort to increase ads space. The back seat of every Waymo will be space for ads. The Waymo One app will be space for ads. Waymo rides will make little or no money but they allow Google to expand the space they sell ads for from search to the streets"  
[X Link](https://x.com/Muzzlebuster/status/1945174940501627322)  2025-07-15T17:33Z [----] followers, [---] engagements


"Pharmaceutical companies are not the type of business I am interested in for investment. I would spend far too much time praying to the medication gods that a drug would get good results in a trial or earn FDA approval. It's just too close to gambling for me. But if there was a company that worked alongside the industry in a stable way earning income regardless of trial outcomes or FDA approvals and whose product would be in demand forever no matter what then I'd certainly be more interested. A picks-and-shovels play on the pharmaceutical industry could be appealing. I have been thinking a"  
[X Link](https://x.com/Muzzlebuster/status/1958832113052262556)  2025-08-22T10:02Z [----] followers, [----] engagements


"@alc2022 Figure One Optimus. BYD Tesla. Nvidia market share AMD market share. Believing that AMD has a superior product to Nvidia for inference is not the same as AMD having no competition. Obviously they have competition. Be real with your audience. You owe them that"  
[X Link](https://x.com/Muzzlebuster/status/1967935784033587660)  2025-09-16T12:57Z [----] followers, [----] engagements


"If you think I earned it consider a like follow or repost. And if you are interested in learning more about how I personally approach an investment I wrote it down. Paperback and E-book both available on Amazon. With a focus on how to organize your investing thoughts in this complex world all the tools are there for you. https://a.co/d/ftBS0Ph https://a.co/d/ftBS0Ph"  
[X Link](https://x.com/Muzzlebuster/status/1968604385841136022)  2025-09-18T09:13Z [----] followers, [---] engagements


"Do you know what the business is worth Do you understand the mechanisms of the business that compound the amount of money they can pull in over the long-term Do you understand all of the reasons that the business will still be here tomorrow no matter what Then don't worry about it. $GOOGL $GOOG $AMD $NVDA $NBIS $IREN $AMZN $CRWV $ROOT $MELI $BN $BAM $ZETA $LMND $MSFT $DLO $DUOL $META $HOOD $SOFI $NVO $UNH $FOUR $PYPL $PLTR $ADBE $MU $TSM $ASML $AVGO $OKLO $OSCR $HIMS"  
[X Link](https://x.com/Muzzlebuster/status/1979122345370345925)  2025-10-17T09:48Z [----] followers, [---] engagements


"$AMZN CEO Andrew Jassy on AWS: "Backlog grew to $200 billion by Q3 quarter end and doesn't include several unannounced new deals in October which together are more than our total deal volume for all of Q3." Reignited 🔥💥"  
[X Link](https://x.com/Muzzlebuster/status/1984202676230664360)  2025-10-31T10:15Z [----] followers, [---] engagements


"CEO David Steinberg on Athena's ability to drive use-case expansion for each customer: "I would tell you that I think Athena will be amongst the single biggest drivers to the OneZeta methodology we've ever had. To point out it is of course fully voice activated and fully conversational. So any client by the end of the first quarter should have this fully embedded into their platform. Not only will they be able to work through the existing use case they have Athena will already be programmed to help them with secondary use case expansion from production level launch. By way of example if a"  
[X Link](https://x.com/Muzzlebuster/status/1986023963839909991)  2025-11-05T10:53Z [----] followers, [---] engagements


"$TEA.AX Tasmea Ltds senior management owns 60% of the company's shares. Youd better believe they want the stock to do well We do have all of our wealth tied up in Tasmea. Mark and I are conservative. The reason we're diversified is to mitigate risk and protect our equity. The reason we keep our leverage around one times is again to protect our equity. - Stephen Young CEO ✅Founder-led. ✅Compounding business model. ✅Secular tailwinds. ✅Large runway. ✅Extremely cheap. 1/7 Thoughts on $TEA.AX's Valuation 🧵 (not financial advice) First comparing Tasmea to its closest competitors: $MND.AX -"  
[X Link](https://x.com/Muzzlebuster/status/1988709398139846766)  2025-11-12T20:44Z [----] followers, [----] engagements

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