[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Muzzlebuster David Perlmutter David Perlmutter posts on X about $bn, $bam, $bnt, $zeta the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::866780113/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +134% - X Months XXXXXXX +4,273% - X Year XXXXXXX +17,831% ### Mentions: XX [#](/creator/twitter::866780113/posts_active)  - X Week XX +24% - X Month XX +44% - X Months XXX +1,055% - X Year XXX +2,670% ### Followers: XXX [#](/creator/twitter::866780113/followers)  - X Week XXX +6.90% - X Month XXX +22% - X Months XXX +429% - X Year XXX +264% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::866780113/influencer_rank)  ### Social Influence [#](/creator/twitter::866780113/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXX% **Social topic influence** [$bn](/topic/$bn) #12, [$bam](/topic/$bam) #5, [$bnt](/topic/$bnt) #3, [$zeta](/topic/$zeta) #75, [investment](/topic/investment) 7.41%, [$kspi](/topic/$kspi) #4, [$amzn](/topic/$amzn) #549, [$goog](/topic/$goog) #180, [fintech](/topic/fintech) #733, [kazakhstan](/topic/kazakhstan) #324 **Top accounts mentioned or mentioned by** [@stockunlock](/creator/undefined) [@bjmtweets](/creator/undefined) [@jakemruth](/creator/undefined) [@newcomerinvest](/creator/undefined) [@patientinvestt](/creator/undefined) [@investinassets](/creator/undefined) [@mindset4moneyx](/creator/undefined) [@ashton1nvests](/creator/undefined) [@dividendngrowth](/creator/undefined) [@sandeman52](/creator/undefined) [@brookfieldbets](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@business](/creator/undefined) [@buccocapital](/creator/undefined) [@leotraydes](/creator/undefined) [@marketpalmer](/creator/undefined) [@zarieinvests](/creator/undefined) [@bourboncap](/creator/undefined) [@btcbreadman](/creator/undefined) [@bras1l1s](/creator/undefined) **Top assets mentioned** [Brookfield Corporation (BN)](/topic/$bn) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Bancor (BNT)](/topic/$bnt) [ZetaChain (ZETA)](/topic/$zeta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [MercadoLibre Inc (MELI)](/topic/$meli) [Msci Inc (MSCI)](/topic/$msci) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [IREN Limited (IREN)](/topic/$iren) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [American Express Company (AXP)](/topic/$axp) [Spotify Technology (SPOT)](/topic/$spot) ### Top Social Posts [#](/creator/twitter::866780113/posts) --- Top posts by engagements in the last XX hours "@DividendNGrowth For me $BN is an absolute monster. The upside is wild for the level of safety. The tailwinds here are nuts and now they own XXX% of Oaktree Capital (Howard Marks)" [X Link](https://x.com/Muzzlebuster/status/1977806362668388405) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-13T18:39Z XXX followers, XXX engagements "4/7 The Payments segment is huge for $KSPI. The payments ecosystem stretches all throughout Kazakhstan often affording the business an opportunity to take revenue on both sides of the transaction. Not a bad position to be in" [X Link](https://x.com/Muzzlebuster/status/1978924168365158790) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-16T20:41Z XXX followers, XXX engagements "Whether you've been investing for X months X years or X decades I'm begging you to read this. In fact bookmark it and read it once a year. @Sandeman52 thanks for putting this down. FinX is better for it. $BN $AMZN $MELI $KSPI $ZETA $GOOG" [X Link](https://x.com/Muzzlebuster/status/1979279760892043284) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-17T20:14Z XXX followers, XXX engagements "@BrookfieldBets $BN is my favorite opportunity in the market right now" [X Link](https://x.com/Muzzlebuster/status/1979945888022716491) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-19T16:20Z XXX followers, XXX engagements "Sure so you're saying account for inflation and degradation of buying power. Of course. I agree. I was just making a simple point. I would say a good way to accomplish what you are suggesting is to buy a strong dividend paying company that is likely to be around a long time and whose earnings can rise right alongside inflation" [X Link](https://x.com/Muzzlebuster/status/1980358090613575824) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-20T19:38Z XXX followers, XX engagements "$BN is the safest growth stock in the world.🏆 🟢 Management 🥇 A++ 🟢 Guidance A+ 🟢 Balance sheet A- 🟢 Tailwinds A+ 🟢 Performance history A+ 🟢 Valuation A+" [X Link](https://x.com/Muzzlebuster/status/1974531108814667924) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-04T17:44Z XXX followers, 1093 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) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-07T09:40Z XXX followers, 2420 engagements "2/5 What did $MELI's business have the ability to generate this quarter if expansions were put on hold ✅$2917M operating cash flow ✅- $1451M restricted funds ❌- $1621M loans receivable ❌+$805M fintech funding ❌- $287M capex ✅+ $91M reconciliation adjustments = $1557M potential FCF for the quarter Annualize the value: $1557 X X = $6228M forward (potential) FCF Currently there are 50.7M diluted shares outstanding $6228M / 50.7M = $XXXXXX FCF per share The current $MELI share price at the time of writing is $2148.75 $2148.75 / $XXXXXX FCF per share = a forward (potential) P/FCF of XXXXX But is" [X Link](https://x.com/Muzzlebuster/status/1975496468388557177) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-07T09:40Z XXX followers, XXX engagements "@StockMarketNerd Without a doubt $BN. Seems so obvious" [X Link](https://x.com/Muzzlebuster/status/1977737324311036031) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-13T14:04Z XXX followers, 5930 engagements "Imagine taking $5M and as a simple example investing it in a bond with a X% yield. It would pay you $200000 per year in interest. For me that's enough to retire assuming you could do something similar again and again. Even a X% yield gets you $100k which is good money for someone with zero debt and no mortgage" [X Link](https://x.com/Muzzlebuster/status/1980335265895035303) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-20T18:08Z XXX followers, XXX engagements "8/ For example a high government bond yield in a less mature market is reflective of the inflation in the region that will add pressure to the business. The inflation adds risk to operations as the business attempts to grow faster than the inflation is able to erode its purchasing power. Also people who are losing purchasing power and paying higher interest on debt may buy less from our business affecting the top and bottom lines. We can price that scenario into our price by discounting using the regions RFR and ERP which are products of what's going on there. If we use the USAs typical DR we" [X Link](https://x.com/Muzzlebuster/status/1980371916998504855) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-20T20:33Z XXX followers, XX engagements "2/5 $ZETA From 2021 to 2024 digital ad spend in the U.S. grew from $198B to $259B representing a XXX% CAGR. We can think of this as the entire market's revenue. Sources:" [X Link](https://x.com/Muzzlebuster/status/1957795668271022477) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-08-19T13:23Z XXX followers, XXX engagements "2/8 $GOOG has a knack for embedding itself in people's lives both on the professional and personal sides. It has many businesses under its umbrella many of them offering very sticky subscriptions that bring a lot of value to the customer. The Google ecosystem is vast and pulls people in by making everything convenient functional and readily available across any device you happen to be in front of. Google offers many many different subscriptions all pulling in recurring revenue but the most formidable of them are the following: Gmail Google Drive Google Docs Google Sheets and Google Meet all" [X Link](https://x.com/Muzzlebuster/status/1967918101900538134) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-09-16T11:46Z XXX followers, XXX engagements "3/8 MSCI Inc. $MSCI offers a range of subscription-based services primarily focused on providing data analytics and technology to support investment decision-making for institutional investors asset managers wealth managers and other financial professionals. Again we have another subscription-happy company with tons of offerings but we can break it down as follows: The MSCI Indexes segment offers multiple types of subscriptions which are used for benchmarking portfolio construction and creating financial products like ETFs mutual funds and derivatives. MSCIs indexes are what it's best known" [X Link](https://x.com/Muzzlebuster/status/1967918104505090208) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-09-16T11:46Z XXX followers, XXX engagements "$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) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-09-24T20:19Z XXX followers, 3119 engagements "3/4 It can be helpful for would-be $ZETA investors to try and model out SBC levels a few years out so we can make reasonable assumptions about what to expect moving forward. After all the value of a business is directly proportional to returnable cashflows but if dilution is wiping away that shareholder value and will continue to in the future we need to know" [X Link](https://x.com/Muzzlebuster/status/1971669126067241177) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-09-26T20:12Z XXX followers, XXX engagements "$AXP American Express's average return on equity over the last XX years is 24.6%. It's lowest point during that time came during the Great Financial Crisis at 9.57%. This displayed stalwart resilience in the worst of economic times. Other recessionary periods only brought the ROE down to around 15%. The current ROE sits at 31%. The stock trades at a forward P/E of 21" [X Link](https://x.com/Muzzlebuster/status/1973309716286619686) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-01T08:51Z XXX followers, XXX engagements "Over the past X decades $AMZN has grown revenue at a XX% CAGR" [X Link](https://x.com/Muzzlebuster/status/1977676144951677200) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-13T10:01Z XXX followers, XXX engagements "For those who want to learn more about $KSPI here is a much deeper dive" [X Link](https://x.com/Muzzlebuster/status/1978926588629602735) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-16T20:50Z XXX followers, XXX engagements "@zarieinvests I'm personally more the type that tries to buy substantial value where I see it but valuations can be tricky. especially for businesses that aren't profitable yet. I think $ZETA is very attractive" [X Link](https://x.com/Muzzlebuster/status/1980031357847003353) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-19T22:00Z XXX followers, XXX 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/Muzzlebuster/status/1967918099174150193) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-09-16T11:46Z XXX followers, 1548 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 $BAM as it has the potential to funnel huge amounts of liquidity" [X Link](https://x.com/Muzzlebuster/status/1968603149100253519) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-09-18T09:09Z XXX followers, 37.3K engagements "$ZETA "For every dollar an enterprise spends using our AI and software we return $X to $X in revenue today." --David Steinberg on CNBC Steinberg explained that even though a $X to $X return per dollar spent is XXX% higher than $ZETA's next closest competitor 😳 they have a goal of reaching $XX in returns. The acquisition of Marigold is intended to lift Zeta towards that goal" [X Link](https://x.com/Muzzlebuster/status/1976438502272401417) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-10T00:03Z XXX followers, 14.4K engagements "5/7 The Fintech arm offers many credit loan and banking solutions and continues to show strength" [X Link](https://x.com/Muzzlebuster/status/1978924171229872348) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-16T20:41Z XXX followers, XXX engagements "@BourbonCap Without a doubt $BN. No contest" [X Link](https://x.com/Muzzlebuster/status/1979921315130687954) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-19T14:43Z XXX followers, XXX engagements "Their first party data is a massive difference maker. My favorite illustration of this came from an interview with the CFO where he described going to sales meetings and starting them by showing that Zeta knows more about the prospective clients' customers than the client does. Before receiving any data from anyone. Clip below 👇" [X Link](https://x.com/Muzzlebuster/status/1980022244567900253) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-19T21:24Z XXX followers, XXX engagements "3/ There are two ways to think about this and one does not exist without the other. We have to understand them both because the DR accomplishes two things" [X Link](https://x.com/Muzzlebuster/status/1980371903836737541) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-20T20:33Z XXX followers, XX engagements "4/ Here's the first: We need the CAGR return to be at least as big as the next best options for the money. Otherwise what's the point We would just do the other option instead. Since we could take the money that we are locking away by buying the stock and get an (almost guaranteed) return with government bonds instead we want our investment in the stock to beat that mark. This means we want our return to be at least above the returns of government bonds. We make this possible by setting the DR at least as high as the XX year government bond rate" [X Link](https://x.com/Muzzlebuster/status/1980371906046918959) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-20T20:33Z XXX followers, XX engagements "I hope this helps in understanding why the DR is important and why choosing an appropriate one helps us position ourselves safely. If this was useful consider a like follow or repost. Thanks for reading🙏 And if you want to learn more about how I personally approach an investment I wrote it down. Both paperback and e-book available on Amazon" [X Link](https://x.com/Muzzlebuster/status/1980371919917421040) [@Muzzlebuster](/creator/x/Muzzlebuster) 2025-10-20T20:33Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Muzzlebuster David Perlmutter
David Perlmutter posts on X about $bn, $bam, $bnt, $zeta the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XX%
- X Month XXXXXX +134%
- X Months XXXXXXX +4,273%
- X Year XXXXXXX +17,831%
Mentions: XX #
- X Week XX +24%
- X Month XX +44%
- X Months XXX +1,055%
- X Year XXX +2,670%
Followers: XXX #
- X Week XXX +6.90%
- X Month XXX +22%
- X Months XXX +429%
- X Year XXX +264%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% technology brands XXXX% countries XXX%
Social topic influence $bn #12, $bam #5, $bnt #3, $zeta #75, investment 7.41%, $kspi #4, $amzn #549, $goog #180, fintech #733, kazakhstan #324
Top accounts mentioned or mentioned by @stockunlock @bjmtweets @jakemruth @newcomerinvest @patientinvestt @investinassets @mindset4moneyx @ashton1nvests @dividendngrowth @sandeman52 @brookfieldbets @stockmarketnerd @business @buccocapital @leotraydes @marketpalmer @zarieinvests @bourboncap @btcbreadman @bras1l1s
Top assets mentioned Brookfield Corporation (BN) Brookfield Asset Management Inc (BAM) Bancor (BNT) ZetaChain (ZETA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) MercadoLibre Inc (MELI) Msci Inc (MSCI) Nebius Group N.V. Class A Ordinary Shares (NBIS) IREN Limited (IREN) Cipher Mining Inc. Common Stock (CIFR) American Express Company (AXP) Spotify Technology (SPOT)
Top Social Posts #
Top posts by engagements in the last XX hours
"@DividendNGrowth For me $BN is an absolute monster. The upside is wild for the level of safety. The tailwinds here are nuts and now they own XXX% of Oaktree Capital (Howard Marks)"
X Link @Muzzlebuster 2025-10-13T18:39Z XXX followers, XXX engagements
"4/7 The Payments segment is huge for $KSPI. The payments ecosystem stretches all throughout Kazakhstan often affording the business an opportunity to take revenue on both sides of the transaction. Not a bad position to be in"
X Link @Muzzlebuster 2025-10-16T20:41Z XXX followers, XXX engagements
"Whether you've been investing for X months X years or X decades I'm begging you to read this. In fact bookmark it and read it once a year. @Sandeman52 thanks for putting this down. FinX is better for it. $BN $AMZN $MELI $KSPI $ZETA $GOOG"
X Link @Muzzlebuster 2025-10-17T20:14Z XXX followers, XXX engagements
"@BrookfieldBets $BN is my favorite opportunity in the market right now"
X Link @Muzzlebuster 2025-10-19T16:20Z XXX followers, XXX engagements
"Sure so you're saying account for inflation and degradation of buying power. Of course. I agree. I was just making a simple point. I would say a good way to accomplish what you are suggesting is to buy a strong dividend paying company that is likely to be around a long time and whose earnings can rise right alongside inflation"
X Link @Muzzlebuster 2025-10-20T19:38Z XXX followers, XX engagements
"$BN is the safest growth stock in the world.🏆 🟢 Management 🥇 A++ 🟢 Guidance A+ 🟢 Balance sheet A- 🟢 Tailwinds A+ 🟢 Performance history A+ 🟢 Valuation A+"
X Link @Muzzlebuster 2025-10-04T17:44Z XXX followers, 1093 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 @Muzzlebuster 2025-10-07T09:40Z XXX followers, 2420 engagements
"2/5 What did $MELI's business have the ability to generate this quarter if expansions were put on hold ✅$2917M operating cash flow ✅- $1451M restricted funds ❌- $1621M loans receivable ❌+$805M fintech funding ❌- $287M capex ✅+ $91M reconciliation adjustments = $1557M potential FCF for the quarter Annualize the value: $1557 X X = $6228M forward (potential) FCF Currently there are 50.7M diluted shares outstanding $6228M / 50.7M = $XXXXXX FCF per share The current $MELI share price at the time of writing is $2148.75 $2148.75 / $XXXXXX FCF per share = a forward (potential) P/FCF of XXXXX But is"
X Link @Muzzlebuster 2025-10-07T09:40Z XXX followers, XXX engagements
"@StockMarketNerd Without a doubt $BN. Seems so obvious"
X Link @Muzzlebuster 2025-10-13T14:04Z XXX followers, 5930 engagements
"Imagine taking $5M and as a simple example investing it in a bond with a X% yield. It would pay you $200000 per year in interest. For me that's enough to retire assuming you could do something similar again and again. Even a X% yield gets you $100k which is good money for someone with zero debt and no mortgage"
X Link @Muzzlebuster 2025-10-20T18:08Z XXX followers, XXX engagements
"8/ For example a high government bond yield in a less mature market is reflective of the inflation in the region that will add pressure to the business. The inflation adds risk to operations as the business attempts to grow faster than the inflation is able to erode its purchasing power. Also people who are losing purchasing power and paying higher interest on debt may buy less from our business affecting the top and bottom lines. We can price that scenario into our price by discounting using the regions RFR and ERP which are products of what's going on there. If we use the USAs typical DR we"
X Link @Muzzlebuster 2025-10-20T20:33Z XXX followers, XX engagements
"2/5 $ZETA From 2021 to 2024 digital ad spend in the U.S. grew from $198B to $259B representing a XXX% CAGR. We can think of this as the entire market's revenue. Sources:"
X Link @Muzzlebuster 2025-08-19T13:23Z XXX followers, XXX engagements
"2/8 $GOOG has a knack for embedding itself in people's lives both on the professional and personal sides. It has many businesses under its umbrella many of them offering very sticky subscriptions that bring a lot of value to the customer. The Google ecosystem is vast and pulls people in by making everything convenient functional and readily available across any device you happen to be in front of. Google offers many many different subscriptions all pulling in recurring revenue but the most formidable of them are the following: Gmail Google Drive Google Docs Google Sheets and Google Meet all"
X Link @Muzzlebuster 2025-09-16T11:46Z XXX followers, XXX engagements
"3/8 MSCI Inc. $MSCI offers a range of subscription-based services primarily focused on providing data analytics and technology to support investment decision-making for institutional investors asset managers wealth managers and other financial professionals. Again we have another subscription-happy company with tons of offerings but we can break it down as follows: The MSCI Indexes segment offers multiple types of subscriptions which are used for benchmarking portfolio construction and creating financial products like ETFs mutual funds and derivatives. MSCIs indexes are what it's best known"
X Link @Muzzlebuster 2025-09-16T11:46Z XXX followers, XXX engagements
"$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 @Muzzlebuster 2025-09-24T20:19Z XXX followers, 3119 engagements
"3/4 It can be helpful for would-be $ZETA investors to try and model out SBC levels a few years out so we can make reasonable assumptions about what to expect moving forward. After all the value of a business is directly proportional to returnable cashflows but if dilution is wiping away that shareholder value and will continue to in the future we need to know"
X Link @Muzzlebuster 2025-09-26T20:12Z XXX followers, XXX engagements
"$AXP American Express's average return on equity over the last XX years is 24.6%. It's lowest point during that time came during the Great Financial Crisis at 9.57%. This displayed stalwart resilience in the worst of economic times. Other recessionary periods only brought the ROE down to around 15%. The current ROE sits at 31%. The stock trades at a forward P/E of 21"
X Link @Muzzlebuster 2025-10-01T08:51Z XXX followers, XXX engagements
"Over the past X decades $AMZN has grown revenue at a XX% CAGR"
X Link @Muzzlebuster 2025-10-13T10:01Z XXX followers, XXX engagements
"For those who want to learn more about $KSPI here is a much deeper dive"
X Link @Muzzlebuster 2025-10-16T20:50Z XXX followers, XXX engagements
"@zarieinvests I'm personally more the type that tries to buy substantial value where I see it but valuations can be tricky. especially for businesses that aren't profitable yet. I think $ZETA is very attractive"
X Link @Muzzlebuster 2025-10-19T22:00Z XXX followers, XXX 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 @Muzzlebuster 2025-09-16T11:46Z XXX followers, 1548 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 $BAM as it has the potential to funnel huge amounts of liquidity"
X Link @Muzzlebuster 2025-09-18T09:09Z XXX followers, 37.3K engagements
"$ZETA "For every dollar an enterprise spends using our AI and software we return $X to $X in revenue today." --David Steinberg on CNBC Steinberg explained that even though a $X to $X return per dollar spent is XXX% higher than $ZETA's next closest competitor 😳 they have a goal of reaching $XX in returns. The acquisition of Marigold is intended to lift Zeta towards that goal"
X Link @Muzzlebuster 2025-10-10T00:03Z XXX followers, 14.4K engagements
"5/7 The Fintech arm offers many credit loan and banking solutions and continues to show strength"
X Link @Muzzlebuster 2025-10-16T20:41Z XXX followers, XXX engagements
"@BourbonCap Without a doubt $BN. No contest"
X Link @Muzzlebuster 2025-10-19T14:43Z XXX followers, XXX engagements
"Their first party data is a massive difference maker. My favorite illustration of this came from an interview with the CFO where he described going to sales meetings and starting them by showing that Zeta knows more about the prospective clients' customers than the client does. Before receiving any data from anyone. Clip below 👇"
X Link @Muzzlebuster 2025-10-19T21:24Z XXX followers, XXX engagements
"3/ There are two ways to think about this and one does not exist without the other. We have to understand them both because the DR accomplishes two things"
X Link @Muzzlebuster 2025-10-20T20:33Z XXX followers, XX engagements
"4/ Here's the first: We need the CAGR return to be at least as big as the next best options for the money. Otherwise what's the point We would just do the other option instead. Since we could take the money that we are locking away by buying the stock and get an (almost guaranteed) return with government bonds instead we want our investment in the stock to beat that mark. This means we want our return to be at least above the returns of government bonds. We make this possible by setting the DR at least as high as the XX year government bond rate"
X Link @Muzzlebuster 2025-10-20T20:33Z XXX followers, XX engagements
"I hope this helps in understanding why the DR is important and why choosing an appropriate one helps us position ourselves safely. If this was useful consider a like follow or repost. Thanks for reading🙏 And if you want to learn more about how I personally approach an investment I wrote it down. Both paperback and e-book available on Amazon"
X Link @Muzzlebuster 2025-10-20T20:33Z XXX followers, XX engagements