[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.] #  @RedshirtInsight Redshirt Insight | AI & Investing Redshirt Insight | AI & Investing posts on X about $rddt, $atdto, $csuto, $brk the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2598592686/interactions)  - X Week XXXXXX +7.90% - X Month XXXXXXX +164% - X Months XXXXXXX +261% - X Year XXXXXXX +12,756% ### Mentions: XX [#](/creator/twitter::2598592686/posts_active)  - X Months XXX +33% - X Year XXXXX +7,650% ### Followers: XXXXX [#](/creator/twitter::2598592686/followers)  - X Week XXXXX +0.05% - X Month XXXXX +2.60% - X Months XXXXX +60% - X Year XXXXX +216% ### CreatorRank: XXXXXXX [#](/creator/twitter::2598592686/influencer_rank)  ### Social Influence [#](/creator/twitter::2598592686/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXXX% [social networks](/list/social-networks) XXXX% [countries](/list/countries) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [$rddt](/topic/$rddt) #19, [$atdto](/topic/$atdto) 9.22%, [$csuto](/topic/$csuto) 5.99%, [$brk](/topic/$brk) 4.61%, [$tto](/topic/$tto) 3.69%, [meta](/topic/meta) 3.69%, [$meta](/topic/$meta) 3.69%, [$googl](/topic/$googl) #2455, [$rddts](/topic/$rddts) #1, [#ai](/topic/#ai) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@kairospraxis](/creator/undefined) [@openai](/creator/undefined) [@vanisleinvestor](/creator/undefined) [@adrivalue](/creator/undefined) [@mattslotnick](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@birdshire](/creator/undefined) [@vijarkohli](/creator/undefined) [@areskapitalon](/creator/undefined) [@kimimoonshot](/creator/undefined) [@iarm8nl](/creator/undefined) [@koyfincharts](/creator/undefined) [@globeandmail](/creator/undefined) [@67dodge](/creator/undefined) [@neilpatel](/creator/undefined) [@newcomerinvest](/creator/undefined) [@mosinvesting](/creator/undefined) [@kdubbsy](/creator/undefined) **Top assets mentioned** [Reddit, Inc. (RDDT)](/topic/$rddt) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Alibaba Group (BABA)](/topic/$baba) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [AT&T Inc. (T)](/topic/$t) [Snap, Inc. (SNAP)](/topic/$snap) [TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)](/topic/$tixt) [American Tower Corp (AMT)](/topic/$amt) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Walmart, Inc. (WMT)](/topic/$wmt) [Apple, Inc. (AAPL)](/topic/$aapl) [Costco Hot Dog (COST)](/topic/$cost) [Brookfield Infrastructure Corporation Class A Subordinate Voting Shares (BIPC)](/topic/$bipc) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Airbnb Inc (ABNB)](/topic/$abnb) [Marriott International Inc (MAR)](/topic/$mar) [Choice Hotels Intnl. (CHH)](/topic/$chh) [FUNtoken (FUN)](/topic/$fun) [DAOLaunch (DAL)](/topic/$dal) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Shopify Inc (SHOP)](/topic/$shop) ### Top Social Posts [#](/creator/twitter::2598592686/posts) --- Top posts by engagements in the last XX hours "$MTY.to 2025-Q2 Results out today: The thing about MTY foods is covered by X things in my opinion and similar to most serial acquirers and compounders. I'm really most interested in their major capital allocation decisions and how far they are coming along with what they said they were going to do. To me it's: 1) How much they repaid their debt 2) How many shares and what price point did they repurchase shares 3) What their revolving line of credit outstanding and the interest rate 4) Did they make any acquistions. Sure did they grow storecount did they acquire any new banners are great when"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943653055833976945) 2025-07-11 12:46:14 UTC 2069 followers, 1498 engagements "/6 Patel highlights how Reddit's content is increasingly cited by AI models. That means $RDDT isnt just shaping Google search its also feeding @OpenAI @grok for example and referencing Reddit posts in the chatbot responses or forming the answers themselves at test-time. That makes Reddit a chokepoint for indexed public opinion"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945481911171678366) 2025-07-16 13:53:27 UTC 2067 followers, XXX engagements "In light of the marriage falling through between $ATD.to and 7-11 -- for what its worth -- I want to push this thought into the universe: $BRK + 7&i. 😇"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945919857083429117) 2025-07-17 18:53:42 UTC 2068 followers, XXX engagements "$ATD.to and $BRK are in our coverage universe. I have no crystal ball on this one except that I know Buffett's circle of competence are truck stops and convenience stores. If and that's a big IF Alimentation Couche-Tard does figure out a way to acquire 7&i / 7-Eleven and needs to divest hundreds/thousands of stores in the US to throw the US anti-comp regulators off the scent then I think Abel and Buffett should be ready to pull the trigger. I hope they can get this done. Wouldn't that be lovely for all involved"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1944847878834335745) 2025-07-14 19:54:02 UTC 2068 followers, 5580 engagements "An example of this Scale Economies Shared (SES) first uncovered by Nick and Zak of Nomad Capital as it applies to $RDDT. There were legacy flywheels from being a 2-sided network but it's also important is the introduction of a possible acceleration in the existing flywheel while creating a brand new one w/ #AI"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942703152089719130) 2025-07-08 21:51:39 UTC 2068 followers, XXX engagements "Didn't intend this to be a $RDDT megathread but at this point it might as well as I initiate coverage of this company. The primary thesis for this company especially in the world of #AI is that it has a traditional flywheel and also one that AI might accelerate both in the top line and bottom lines which we'll get to in a minute. I'd like to briefly touch upon the different entities in the flywheel. USERS: They are the be all end all. In RDDT's case there are people who are looking for a specific answer or those that browsing the feed or subreddits on their hunt. ADVERTISERS: It seems like"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942297133757128810) 2025-07-07 18:58:17 UTC 2069 followers, XXX engagements "$RDDT is the new dart board 🎯 for monkeys like us🤓"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1944505788204286352) 2025-07-13 21:14:41 UTC 2068 followers, XXX engagements "this is perhaps fuelled by my recent trip to asia but i'm quite obsessed with the 7-Eleven and the potential interest from $atd.to $atd to buy them. i can see why. they have mind-share very important locations/real estate and devotion depending the country you are in. in the news today is the existing shareholders voting to install new management a ceo previously from $wmt having concerns that the deal won't close because of regulatory concerns in the US. on the other side couche-tard seems to be putting out all the stops in the courtship. they went to tokyo recently and have a dedicated"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1927374837963501825) 2025-05-27 14:42:24 UTC 2067 followers, XXX engagements "BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945615077668762105) 2025-07-16 22:42:36 UTC 2067 followers, 11.1K engagements "Does anyone know here if $BABA has a big advertising business"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945525664410472630) 2025-07-16 16:47:19 UTC 2067 followers, 1017 engagements "$T.to Been saying this for months if not years now. Finally following the playbook of our Southern neighbours like $T"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1905018132114047360) 2025-03-26 22:04:50 UTC 2068 followers, 1010 engagements "Lastly besides all the above coverage on $BRK $CSU.to $META $RDDT $ATRL.to $MTY.to $ATD.to I might at times comment on companies outside of that universe. Industries include: #OOTT #OilandGas particular of the Canadian variety. Companies: $AMZN $AAPL"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942977342638374932) 2025-07-09 16:01:11 UTC 2066 followers, XXX engagements "@VanIsleInvestor also finalizing and selling minority stake in their tower assets. looking forward to see if $T.to can do the same"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1937522664010076197) 2025-06-24 14:46:15 UTC 2069 followers, XX engagements "SharpStack (Modaxo Volaris Constellation Software $CSU.to) Says here it's "Founded in 2025" not acquired. Sector: Demand Response Paratransit"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945106789034274820) 2025-07-15 13:02:51 UTC 2069 followers, XXX engagements "$CSU.to (Volaris) acquires Surveypal from Finland . Serves its home country and some international customers. Founding Year: 2007 Primary Product: Online Survey Product"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945108157329461561) 2025-07-15 13:08:17 UTC 2070 followers, XXX engagements "So this is no longer news but is it priced into the market value of $RDDT I think there are reasons to think it could be but when I think about how unique this asset is -- where humans are basically doing re-enforcement learning at scale -- no longer the @OpenAI @grok and other LLMs are using it for both training and test-time/inference. It's not a homogenized mostly contextual data-set that is both long-lived and refreshed (and growing). That's what excited me about the platform as one of the pillars of #AI going forward"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945908204799746550) 2025-07-17 18:07:23 UTC 2068 followers, XXX engagements "Same. I have scoured the globe for a decade or so. I haven't found reading all the 10ks and listening in on any calls that's has that same truth-telling as ML from $CSU.to has done. $BRK is obviously the only other exception. It's almost like as if they are not running a business. It's a painting to them. It's a garden. And they are caretakers rather than businessmen"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945799669038330064) 2025-07-17 10:56:06 UTC 2067 followers, XXX engagements "@globeandmail Caps an interesting start of the day for $ATD.to post 7-11"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945844660682842535) 2025-07-17 13:54:53 UTC 2068 followers, XXX engagements "How $RDDT stands out in the #AI landscape"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946296666321272875) 2025-07-18 19:51:00 UTC 2067 followers, XXX engagements "@TLM_Capital ML is the Power Law manifested. $csu.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945644329357267065) 2025-07-17 00:38:51 UTC 2070 followers, XX engagements "The OG of digital marketing @neilpatel wrote a piece recently on how to properly use Reddit as an emerging critical advertising surface. It's a porthole into how Reddit is becoming even more relevant and it has implications on how strong $RDDT's moat is and how they'll continue to juice their economic flywheel in years to come -- a 🧵. #investors $META $SNAP"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945481901105680472) 2025-07-16 13:53:25 UTC 2067 followers, 1492 engagements "@ErnestWongBWM Glad $ATD.to was a catalyst"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945809017101598955) 2025-07-17 11:33:15 UTC 2068 followers, XX engagements "@fhoro who needs new originations anyway speaking of which i wonder how $T.to is getting on with their minority sale on their towers"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1938238092735107234) 2025-06-26 14:09:06 UTC 2068 followers, XXX engagements "How I think AI stacks up to Scale Economics Shared (SES): SES Flywheel: Lower prices happier customers more volume lower unit costs more room to lower prices again. Think $COST $AMZN AI Flywheel: More attention more data + user-generated content better models more useful output more trust + attention Where AI breaks the SES promise: Uses scale to deepen moats not cut prices and/or access Gets more expensive as it scales Where AI could exceed it: Improves faster than costs rise Shares gains with users by having better "free" tools cheaper plans open models Goes beyond cheaper by offering"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1940784712890335544) 2025-07-03 14:48:28 UTC 2068 followers, XXX engagements "True superintelligence (be it carbon-based silicon-based combo or other) will come with the appreciation of the holistic aspect of all existence and will support even the most seemingly insignificant parts to flourish. Few. #ai #agi #asi $meta $rddt $googl $baba"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945571582291661053) 2025-07-16 19:49:46 UTC 2068 followers, XXX engagements "I do think we can draw conclusions on a few things from this example by $ATD.to: 1) $ATD.to is very disciplined and principled to a degree which I think is walking the talk 2) Walking away is always an option and shows that ACT or is acting rationally 3) Japan may still very much be "closed" for foreign acquisitions though 7&i is high profile enough that it might be a special case 4) As I mentioned in the past in a way 7&i board is not necessarily looking at this deal purely from a financial perspective which we'll argue later if the board is fulfilling their primary goal which is maximizing"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945619477053440441) 2025-07-16 23:00:05 UTC 2068 followers, XXX engagements "@NewcomerInvest Great news for all involved $T.to $BIPC"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945812804486754787) 2025-07-17 11:48:18 UTC 2068 followers, XX engagements "6/ The Shift to High-Margin Luxury The real money isnt in cheap bags. Its in luxury and brand loyalty. Away built a cult following but struggled with profitability. Rimowa $LVMUY thrives by being a status symbol more than a suitcase. Samsonite $1910.HK makes its best margins on Tumis premium pricing"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1904558314387804253) 2025-03-25 15:37:41 UTC 2069 followers, XXX engagements "As a follow up I would like $BRK and with #Buffett still at the helm to swallow up 7-Eleven whole and here's why I think it's a good fit: $ATD.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945104292978810979) 2025-07-15 12:52:56 UTC 2068 followers, XXX engagements "Constellation Software (Volaris) $CSU.to just shared their blueprint for M&A and what they look for. They published a 60-page guide showing exactly how it wins software acquisitions. Heres what shareholders should pay attention to🧵 $TOI.v $LMN.v #VMS #privateequity #rollups #investing"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1937968483351838982) 2025-06-25 20:17:46 UTC 2067 followers, 29K engagements "$CSU.to to announce quarterly results on 8/8"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945118078431342612) 2025-07-15 13:47:43 UTC 2069 followers, XXX engagements "$MTY.to I'm not sure many people will be of interest in this name. I've actually had a few DM contacts here on X that are very interested in it and follow it even more than me. MTY Foods what can we say about this It's kind of still founder led (Ma is still Chairman) and it kind of reminds me of Berkshire of the small food franchises. And it being primarily a royalty company it does intrigue me. I'll write up more about this company that does business in US and Canada but when COVID happened and everything was shuttered they still seemed to be able to collect their royalties. I've invested in"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942975629202161924) 2025-07-09 15:54:23 UTC 2069 followers, XXX engagements "Oft overlooked point about $RDDT and the long tail isnt just long but fat too"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945810186020553154) 2025-07-17 11:37:54 UTC 2066 followers, XXX engagements "7-Eleven would be an amazing prize for $BRK. One last big acquisition for Mr. Buffett before he gives up the CEO seat"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945166212457005137) 2025-07-15 16:58:59 UTC 2069 followers, 1203 engagements "$CSU.to $BRK bookmarking this in ten years time"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943486737126129670) 2025-07-11 01:45:21 UTC 2070 followers, XXX engagements "On the surface on of the most pressing things that 7-Eleven's parent raised was how tricky the US regulatory landscape with be particularly about anti-trust and anti-competitive. Given $ATD.to portfolio of various C-store banners in the US I would imagine certain regions might require some divestitures. Not sure if ATD addressed them adequately enough but at least from the outset it seems like 7&i weren't given the full light of day one would expect to a would-be buyer"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945616293664641248) 2025-07-16 22:47:26 UTC 2068 followers, XXX engagements "$RDDT's forums (i.e. subreddits) in some ways are highly selected. People elect to go into those forums and if Advertisers and the platform does their job well enough they will be serving highly relevant contextual ads"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945861105290469467) 2025-07-17 15:00:14 UTC 2070 followers, XXX engagements "this is a random question but any of ya'll out there know of analysts (pro or amateur) that focuses on the leisure travel industries $BKNG $ABNB $MAR $HLT $CHH $FUN $DAL $TRIP"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945832529472172515) 2025-07-17 13:06:41 UTC 2066 followers, XXX engagements "10/ Aer is more street-smart. Based in San Francisco their bags lean urban and modulara favourite among remote workers gym-goers and digital nomads. The Aer Travel Pack is basically a carry-on built like a tactical backpack: Sleek exterior Laptop + tech gear pockets Expandable for multi-day trips Theyre quietly building a cult following by targeting travellers who want to fly with just one bagand look sharp doing it"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1904564880490770865) 2025-03-25 16:03:47 UTC 2068 followers, XXX engagements "The third trait is monetization architecture. $RDDT is building multiple layers of revenue. Ads. Premium tiers. Data licensing. It is no longer just a forum. It is becoming a stack. That is convergence in motion. /6"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942980294308487401) 2025-07-09 16:12:55 UTC 2068 followers, XXX engagements "FYI: $BABA is an investor in @Kimi_Moonshot. Rough tally so far: $1B USD from Series B funding"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945830273561591821) 2025-07-17 12:57:43 UTC 2067 followers, XXX engagements "$CSU.to This is what it looks like when Constellation gives its operating groups room to go deep instead of wide. Modaxo sits under Constellation Software $CSU.TO and focuses just on people-moving tech i.e. transportation. This new brand Intelliscape came out of their latest move buying SEAs intelligent transport systems. Theyre not treating it like a random bolt-on. Theyre building an ecosystem across traffic parking rail and road. That gives them compounding advantages over timeshared learning credibility with governments and sticky products for civic systems. #software #tech #manda"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942611278930833871) 2025-07-08 15:46:35 UTC 2068 followers, 1827 engagements "@ErnestWongBWM WHOA.okay did not expect that at all. $ATD.to But I agree -- I'll take it"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945839569875722430) 2025-07-17 13:34:40 UTC 2068 followers, XXX engagements "Telus $T.TO and Telus Digital $TIXT (formerly Telus International) are in the news today and wanted to share a tale of two cities. Digital spun off from Telus and IPO'ed in Feb 2021 while still being a minority shareholder. Fast forward to today and the parent is looking to reincorporate the spin-off again. IPO price: $XX Telus offering today: $X (I rounded up) Now having followed TIXT closely enough through the last X years it was certainly bad timing but also speaks to the fickleness of #tech. One story I want to highlight and is a microcosm for creative destruction is how TIXT lost a key"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1933170024379744751) 2025-06-12 14:30:25 UTC 2070 followers, 1524 engagements "In June which websites took top ten in traffic $GOOGL takes two top spots $META 3rd 4th 7th $RDDT 8th @Similarweb"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1943717070408966355) 2025-07-11 17:00:36 UTC 2068 followers, XXX engagements "/3 Patel points out Reddit threads persist. Unlike IG $META or TikTok where content dies in hours Reddit threads last years. That permanence feeds $RDDT's flywheel: more UGC better SEO more impressions more ad inventory more monetization"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945481906621239352) 2025-07-16 13:53:26 UTC 2069 followers, XXX engagements "AI and Automation will just replace the labour which is not a huge part of the fixed costs. What I meant above is that the real estate the locations are the valuable things. In fact there are whole stores in Canada and certainly in other parts of the world that are already labourless"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1946169103502221618) 2025-07-18 11:24:07 UTC 2068 followers, XX engagements "$RDDT Reddit is a new addition to my coverage and is also the latest addition to my portfolio. Two things when where it also concerns another business that I cover $META is that I am not a personal fan of social media. X is probably the exception since it's more text-based and I prefer that. But in the past year I've started using Reddit more and in true Lynchian form I've started to invest in what (I think) I know. But it wasn't until I was on a recent trip that I started using Reddit Answers (their AI search and summary product). And I continue to see the value that I had found compelling."  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942972437957656939) 2025-07-09 15:41:42 UTC 2068 followers, XXX engagements "Why Reddit $RDDT is a case study in CONVERGENCE the way Prasad explained it in What I Learned About Investing from Darwin (a book I was referred to by @MohnishPabrai). A thread 🧵"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942980282375668158) 2025-07-09 16:12:52 UTC 2067 followers, 3258 engagements "Example of the lack on sincerity is shorting the time spent in meetings and no having enough or long enough meetings at a high level of real engagement. $ATD.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945615700623601893) 2025-07-16 22:45:05 UTC 2068 followers, XXX engagements "This does not seem like a two-way street. $ATD.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945813916157690367) 2025-07-17 11:52:43 UTC 2067 followers, XXX engagements "/2 This isnt just about traffic. When Google Search $GOOGL ranks a Reddit thread that thread shapes sentiment. That sentiment loops back into the brands reputation. $RDDT's value is in capturing the public memory of products in moments that matter"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945481904968364455) 2025-07-16 13:53:26 UTC 2069 followers, XXX engagements "@VanIsleInvestor There are only two ways to make money: bundling and unbundling. $T.to $TIXT"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1933163950612602917) 2025-06-12 14:06:16 UTC 2068 followers, XXX engagements "Tech (primarily software) companies on the #TSX @TMXGroup #markets: - $SHOP - $CSU.TO - $OTEX.TO - $ENGH.TO - $CMG.TO - $DSG.TO - $KXS.TO - $LSPD.TO - $SFTC.TO - $TCS.TO - $NVEI.TO - $DND.TO - $DCBO.TO - $VHI.TO"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1867967032475697268) 2024-12-14 16:17:00 UTC 2069 followers, 1034 engagements "The second trait is unique data. $RDDT has something other platforms do not. Text-first intent-rich high-signal data about what people are thinking. This is extremely valuable for ads search and now AI training. /5"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942980292572016658) 2025-07-09 16:12:55 UTC 2068 followers, XXX engagements "/5 But the real point: $RDDT is one of the only platforms where advertisers dont control the narrative by default. That seems risky but it also means when you do show up well it matters more. That scarcity drives premium ad value over time"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945481909611462776) 2025-07-16 13:53:27 UTC 2068 followers, XXX engagements "Continuing coverage on $BRK. Full transparency I had a sizeable position and as luck would have it I had preplanned a sale before the last AGM which I didnt know would be Buffet announcing his retirement as CEO and was also ATHs. I always plan on reinvesting again particularly when it is closer to XXX book value. Im also a bit concerned about insurance. This is hard to predict but any global catastrophe spanning multiple countries might end up being a bad day for Berkshire. I know from what Buffett himself has said they are prepared Ajit is prepared and they will be the insurer of last"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942943671537586320) 2025-07-09 13:47:24 UTC 2068 followers, XXX engagements "Who knew artificial brains 🧠demand so much energy #convergence #energy #nuclear #oilandgas #renewables #fusion #AI #datacenters"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945809660205809873) 2025-07-17 11:35:49 UTC 2067 followers, XXX engagements "One thing of note is some more juicy details on strategies that might create what I think are more win-win situations given the hesitance of 7&i to divest not just XXX% of the Japanese business due primarily to how much of a "staple" those c-stores are to Japanese citizens and businesses especially during times of need. Acquiring XX% while leaving majority ownership to continuing shareholders of the Japan business seems like it could be the olive branch that was needed but alas that wasn't enough for 7&i board to take this offer seriously"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945618126730928577) 2025-07-16 22:54:43 UTC 2069 followers, XXX engagements "$RDDT and how it's becoming one of the handful of platforms that advertisers can rely on"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945525553357804030) 2025-07-16 16:46:52 UTC 2067 followers, XXX engagements "$ATD.to Last but not least ATD. I find this company fascinating. Many people say this is a compounder and it has been similar to $MTY.to. But are these companies melting ice cubes In the very least I'd like to cover that over the next decade. Because both these Quebec-HQed companies are effectively holding companies and grow primarily by acquisition it's interesting to see how they can allocate capital in their domains to see if they can extend their track records in times past. Not to mention this pending merger with 7&i or 7-ELEVeN is fun to watch on the sidelines. If you've ever been to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1942976561893753246) 2025-07-09 15:58:05 UTC 2066 followers, XXX engagements "" . no sincere or constructive engagement from 7&i . " $ATD.to"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945615360998134115) 2025-07-16 22:43:44 UTC 2068 followers, XXX engagements "Software is safe (for now). Until March 2026 it seems. 🤡 $SHOP.TO $CSU.TO $BB.TO $CLS.TO $DSG.TO $ENGH.TO $KXS.TO $LSPD.TO $OTEX.TO $REAL.TO $TOI.TO $CTC.A $GIB.A $SFTC.TO $TIXT.TO $NCIB.TO $NVEI.TO $PAY.TO $QTRH.TO $SANG.V $SYZ.TO $TC.TO $TCL.A $TCS.TO $TIXT.TO $VDY.TO $WELL.V $XTC.TO #tariffs"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1897039236030976346) 2025-03-04 21:39:33 UTC 2070 followers, 1517 engagements "$ATD.to Another look into the insider commentary of the 7&i (7-Eleven parent) that fell through -- likely deliberately"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945831326889713906) 2025-07-17 13:01:54 UTC 2067 followers, XXX engagements "What are the chances that in 2025 a consortium of a combination of all the big asset managers + business community both public or private in Canada (like $BN CCPIB AIMco $ENB $ATRL.to $WSP.to etc.) will announce plans for new #oilandgas pipelines in Canada"  [@RedshirtInsight](/creator/x/RedshirtInsight) on [X](/post/tweet/1945837170935181524) 2025-07-17 13:25:08 UTC 2067 followers, XXX 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.]
@RedshirtInsight Redshirt Insight | AI & Investing
Redshirt Insight | AI & Investing posts on X about $rddt, $atdto, $csuto, $brk the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +7.90%
- X Month XXXXXXX +164%
- X Months XXXXXXX +261%
- X Year XXXXXXX +12,756%
Mentions: XX #
- X Months XXX +33%
- X Year XXXXX +7,650%
Followers: XXXXX #
- X Week XXXXX +0.05%
- X Month XXXXX +2.60%
- X Months XXXXX +60%
- X Year XXXXX +216%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXXX% social networks XXXX% countries XXX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence $rddt #19, $atdto 9.22%, $csuto 5.99%, $brk 4.61%, $tto 3.69%, meta 3.69%, $meta 3.69%, $googl #2455, $rddts #1, #ai XXXX%
Top accounts mentioned or mentioned by @grok @kairospraxis @openai @vanisleinvestor @adrivalue @mattslotnick @ernestwongbwm @mohnishpabrai @birdshire @vijarkohli @areskapitalon @kimimoonshot @iarm8nl @koyfincharts @globeandmail @67dodge @neilpatel @newcomerinvest @mosinvesting @kdubbsy
Top assets mentioned Reddit, Inc. (RDDT) Metadium (META) Alphabet Inc Class A (GOOGL) Alibaba Group (BABA) Amazon.com, Inc. (AMZN) AT&T Inc. (T) Snap, Inc. (SNAP) TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT) American Tower Corp (AMT) Robinhood Markets, Inc. (HOOD) Walmart, Inc. (WMT) Apple, Inc. (AAPL) Costco Hot Dog (COST) Brookfield Infrastructure Corporation Class A Subordinate Voting Shares (BIPC) Berkshire Hathaway Inc Class B (BRK.B) Hilton Hotels Corporation Common Stock (HLT) Booking Holdings Inc (BKNG) Airbnb Inc (ABNB) Marriott International Inc (MAR) Choice Hotels Intnl. (CHH) FUNtoken (FUN) DAOLaunch (DAL) TripAdvisor, Inc. (TRIP) Shopify Inc (SHOP)
Top Social Posts #
Top posts by engagements in the last XX hours
"$MTY.to 2025-Q2 Results out today: The thing about MTY foods is covered by X things in my opinion and similar to most serial acquirers and compounders. I'm really most interested in their major capital allocation decisions and how far they are coming along with what they said they were going to do. To me it's: 1) How much they repaid their debt 2) How many shares and what price point did they repurchase shares 3) What their revolving line of credit outstanding and the interest rate 4) Did they make any acquistions. Sure did they grow storecount did they acquire any new banners are great when"
@RedshirtInsight on X 2025-07-11 12:46:14 UTC 2069 followers, 1498 engagements
"/6 Patel highlights how Reddit's content is increasingly cited by AI models. That means $RDDT isnt just shaping Google search its also feeding @OpenAI @grok for example and referencing Reddit posts in the chatbot responses or forming the answers themselves at test-time. That makes Reddit a chokepoint for indexed public opinion" @RedshirtInsight on X 2025-07-16 13:53:27 UTC 2067 followers, XXX engagements
"In light of the marriage falling through between $ATD.to and 7-11 -- for what its worth -- I want to push this thought into the universe: $BRK + 7&i. 😇" @RedshirtInsight on X 2025-07-17 18:53:42 UTC 2068 followers, XXX engagements
"$ATD.to and $BRK are in our coverage universe. I have no crystal ball on this one except that I know Buffett's circle of competence are truck stops and convenience stores. If and that's a big IF Alimentation Couche-Tard does figure out a way to acquire 7&i / 7-Eleven and needs to divest hundreds/thousands of stores in the US to throw the US anti-comp regulators off the scent then I think Abel and Buffett should be ready to pull the trigger. I hope they can get this done. Wouldn't that be lovely for all involved" @RedshirtInsight on X 2025-07-14 19:54:02 UTC 2068 followers, 5580 engagements
"An example of this Scale Economies Shared (SES) first uncovered by Nick and Zak of Nomad Capital as it applies to $RDDT. There were legacy flywheels from being a 2-sided network but it's also important is the introduction of a possible acceleration in the existing flywheel while creating a brand new one w/ #AI" @RedshirtInsight on X 2025-07-08 21:51:39 UTC 2068 followers, XXX engagements
"Didn't intend this to be a $RDDT megathread but at this point it might as well as I initiate coverage of this company. The primary thesis for this company especially in the world of #AI is that it has a traditional flywheel and also one that AI might accelerate both in the top line and bottom lines which we'll get to in a minute. I'd like to briefly touch upon the different entities in the flywheel. USERS: They are the be all end all. In RDDT's case there are people who are looking for a specific answer or those that browsing the feed or subreddits on their hunt. ADVERTISERS: It seems like" @RedshirtInsight on X 2025-07-07 18:58:17 UTC 2069 followers, XXX engagements
"$RDDT is the new dart board 🎯 for monkeys like us🤓" @RedshirtInsight on X 2025-07-13 21:14:41 UTC 2068 followers, XXX engagements
"this is perhaps fuelled by my recent trip to asia but i'm quite obsessed with the 7-Eleven and the potential interest from $atd.to $atd to buy them. i can see why. they have mind-share very important locations/real estate and devotion depending the country you are in. in the news today is the existing shareholders voting to install new management a ceo previously from $wmt having concerns that the deal won't close because of regulatory concerns in the US. on the other side couche-tard seems to be putting out all the stops in the courtship. they went to tokyo recently and have a dedicated" @RedshirtInsight on X 2025-05-27 14:42:24 UTC 2067 followers, XXX engagements
"BREAKING: $ATD.to on their interest in acquiring 7-Eleven (7&i) Withdrawing from it's proposal to acquire them due to "lack of engagement" from the acquiree" @RedshirtInsight on X 2025-07-16 22:42:36 UTC 2067 followers, 11.1K engagements
"Does anyone know here if $BABA has a big advertising business" @RedshirtInsight on X 2025-07-16 16:47:19 UTC 2067 followers, 1017 engagements
"$T.to Been saying this for months if not years now. Finally following the playbook of our Southern neighbours like $T" @RedshirtInsight on X 2025-03-26 22:04:50 UTC 2068 followers, 1010 engagements
"Lastly besides all the above coverage on $BRK $CSU.to $META $RDDT $ATRL.to $MTY.to $ATD.to I might at times comment on companies outside of that universe. Industries include: #OOTT #OilandGas particular of the Canadian variety. Companies: $AMZN $AAPL" @RedshirtInsight on X 2025-07-09 16:01:11 UTC 2066 followers, XXX engagements
"@VanIsleInvestor also finalizing and selling minority stake in their tower assets. looking forward to see if $T.to can do the same" @RedshirtInsight on X 2025-06-24 14:46:15 UTC 2069 followers, XX engagements
"SharpStack (Modaxo Volaris Constellation Software $CSU.to) Says here it's "Founded in 2025" not acquired. Sector: Demand Response Paratransit" @RedshirtInsight on X 2025-07-15 13:02:51 UTC 2069 followers, XXX engagements
"$CSU.to (Volaris) acquires Surveypal from Finland . Serves its home country and some international customers. Founding Year: 2007 Primary Product: Online Survey Product" @RedshirtInsight on X 2025-07-15 13:08:17 UTC 2070 followers, XXX engagements
"So this is no longer news but is it priced into the market value of $RDDT I think there are reasons to think it could be but when I think about how unique this asset is -- where humans are basically doing re-enforcement learning at scale -- no longer the @OpenAI @grok and other LLMs are using it for both training and test-time/inference. It's not a homogenized mostly contextual data-set that is both long-lived and refreshed (and growing). That's what excited me about the platform as one of the pillars of #AI going forward" @RedshirtInsight on X 2025-07-17 18:07:23 UTC 2068 followers, XXX engagements
"Same. I have scoured the globe for a decade or so. I haven't found reading all the 10ks and listening in on any calls that's has that same truth-telling as ML from $CSU.to has done. $BRK is obviously the only other exception. It's almost like as if they are not running a business. It's a painting to them. It's a garden. And they are caretakers rather than businessmen" @RedshirtInsight on X 2025-07-17 10:56:06 UTC 2067 followers, XXX engagements
"@globeandmail Caps an interesting start of the day for $ATD.to post 7-11" @RedshirtInsight on X 2025-07-17 13:54:53 UTC 2068 followers, XXX engagements
"How $RDDT stands out in the #AI landscape" @RedshirtInsight on X 2025-07-18 19:51:00 UTC 2067 followers, XXX engagements
"@TLM_Capital ML is the Power Law manifested. $csu.to" @RedshirtInsight on X 2025-07-17 00:38:51 UTC 2070 followers, XX engagements
"The OG of digital marketing @neilpatel wrote a piece recently on how to properly use Reddit as an emerging critical advertising surface. It's a porthole into how Reddit is becoming even more relevant and it has implications on how strong $RDDT's moat is and how they'll continue to juice their economic flywheel in years to come -- a 🧵. #investors $META $SNAP" @RedshirtInsight on X 2025-07-16 13:53:25 UTC 2067 followers, 1492 engagements
"@ErnestWongBWM Glad $ATD.to was a catalyst" @RedshirtInsight on X 2025-07-17 11:33:15 UTC 2068 followers, XX engagements
"@fhoro who needs new originations anyway speaking of which i wonder how $T.to is getting on with their minority sale on their towers" @RedshirtInsight on X 2025-06-26 14:09:06 UTC 2068 followers, XXX engagements
"How I think AI stacks up to Scale Economics Shared (SES): SES Flywheel: Lower prices happier customers more volume lower unit costs more room to lower prices again. Think $COST $AMZN AI Flywheel: More attention more data + user-generated content better models more useful output more trust + attention Where AI breaks the SES promise: Uses scale to deepen moats not cut prices and/or access Gets more expensive as it scales Where AI could exceed it: Improves faster than costs rise Shares gains with users by having better "free" tools cheaper plans open models Goes beyond cheaper by offering" @RedshirtInsight on X 2025-07-03 14:48:28 UTC 2068 followers, XXX engagements
"True superintelligence (be it carbon-based silicon-based combo or other) will come with the appreciation of the holistic aspect of all existence and will support even the most seemingly insignificant parts to flourish. Few. #ai #agi #asi $meta $rddt $googl $baba" @RedshirtInsight on X 2025-07-16 19:49:46 UTC 2068 followers, XXX engagements
"I do think we can draw conclusions on a few things from this example by $ATD.to: 1) $ATD.to is very disciplined and principled to a degree which I think is walking the talk 2) Walking away is always an option and shows that ACT or is acting rationally 3) Japan may still very much be "closed" for foreign acquisitions though 7&i is high profile enough that it might be a special case 4) As I mentioned in the past in a way 7&i board is not necessarily looking at this deal purely from a financial perspective which we'll argue later if the board is fulfilling their primary goal which is maximizing" @RedshirtInsight on X 2025-07-16 23:00:05 UTC 2068 followers, XXX engagements
"@NewcomerInvest Great news for all involved $T.to $BIPC" @RedshirtInsight on X 2025-07-17 11:48:18 UTC 2068 followers, XX engagements
"6/ The Shift to High-Margin Luxury The real money isnt in cheap bags. Its in luxury and brand loyalty. Away built a cult following but struggled with profitability. Rimowa $LVMUY thrives by being a status symbol more than a suitcase. Samsonite $1910.HK makes its best margins on Tumis premium pricing" @RedshirtInsight on X 2025-03-25 15:37:41 UTC 2069 followers, XXX engagements
"As a follow up I would like $BRK and with #Buffett still at the helm to swallow up 7-Eleven whole and here's why I think it's a good fit: $ATD.to" @RedshirtInsight on X 2025-07-15 12:52:56 UTC 2068 followers, XXX engagements
"Constellation Software (Volaris) $CSU.to just shared their blueprint for M&A and what they look for. They published a 60-page guide showing exactly how it wins software acquisitions. Heres what shareholders should pay attention to🧵 $TOI.v $LMN.v #VMS #privateequity #rollups #investing" @RedshirtInsight on X 2025-06-25 20:17:46 UTC 2067 followers, 29K engagements
"$CSU.to to announce quarterly results on 8/8" @RedshirtInsight on X 2025-07-15 13:47:43 UTC 2069 followers, XXX engagements
"$MTY.to I'm not sure many people will be of interest in this name. I've actually had a few DM contacts here on X that are very interested in it and follow it even more than me. MTY Foods what can we say about this It's kind of still founder led (Ma is still Chairman) and it kind of reminds me of Berkshire of the small food franchises. And it being primarily a royalty company it does intrigue me. I'll write up more about this company that does business in US and Canada but when COVID happened and everything was shuttered they still seemed to be able to collect their royalties. I've invested in" @RedshirtInsight on X 2025-07-09 15:54:23 UTC 2069 followers, XXX engagements
"Oft overlooked point about $RDDT and the long tail isnt just long but fat too" @RedshirtInsight on X 2025-07-17 11:37:54 UTC 2066 followers, XXX engagements
"7-Eleven would be an amazing prize for $BRK. One last big acquisition for Mr. Buffett before he gives up the CEO seat" @RedshirtInsight on X 2025-07-15 16:58:59 UTC 2069 followers, 1203 engagements
"$CSU.to $BRK bookmarking this in ten years time" @RedshirtInsight on X 2025-07-11 01:45:21 UTC 2070 followers, XXX engagements
"On the surface on of the most pressing things that 7-Eleven's parent raised was how tricky the US regulatory landscape with be particularly about anti-trust and anti-competitive. Given $ATD.to portfolio of various C-store banners in the US I would imagine certain regions might require some divestitures. Not sure if ATD addressed them adequately enough but at least from the outset it seems like 7&i weren't given the full light of day one would expect to a would-be buyer" @RedshirtInsight on X 2025-07-16 22:47:26 UTC 2068 followers, XXX engagements
"$RDDT's forums (i.e. subreddits) in some ways are highly selected. People elect to go into those forums and if Advertisers and the platform does their job well enough they will be serving highly relevant contextual ads" @RedshirtInsight on X 2025-07-17 15:00:14 UTC 2070 followers, XXX engagements
"this is a random question but any of ya'll out there know of analysts (pro or amateur) that focuses on the leisure travel industries $BKNG $ABNB $MAR $HLT $CHH $FUN $DAL $TRIP" @RedshirtInsight on X 2025-07-17 13:06:41 UTC 2066 followers, XXX engagements
"10/ Aer is more street-smart. Based in San Francisco their bags lean urban and modulara favourite among remote workers gym-goers and digital nomads. The Aer Travel Pack is basically a carry-on built like a tactical backpack: Sleek exterior Laptop + tech gear pockets Expandable for multi-day trips Theyre quietly building a cult following by targeting travellers who want to fly with just one bagand look sharp doing it" @RedshirtInsight on X 2025-03-25 16:03:47 UTC 2068 followers, XXX engagements
"The third trait is monetization architecture. $RDDT is building multiple layers of revenue. Ads. Premium tiers. Data licensing. It is no longer just a forum. It is becoming a stack. That is convergence in motion. /6" @RedshirtInsight on X 2025-07-09 16:12:55 UTC 2068 followers, XXX engagements
"FYI: $BABA is an investor in @Kimi_Moonshot. Rough tally so far: $1B USD from Series B funding" @RedshirtInsight on X 2025-07-17 12:57:43 UTC 2067 followers, XXX engagements
"$CSU.to This is what it looks like when Constellation gives its operating groups room to go deep instead of wide. Modaxo sits under Constellation Software $CSU.TO and focuses just on people-moving tech i.e. transportation. This new brand Intelliscape came out of their latest move buying SEAs intelligent transport systems. Theyre not treating it like a random bolt-on. Theyre building an ecosystem across traffic parking rail and road. That gives them compounding advantages over timeshared learning credibility with governments and sticky products for civic systems. #software #tech #manda" @RedshirtInsight on X 2025-07-08 15:46:35 UTC 2068 followers, 1827 engagements
"@ErnestWongBWM WHOA.okay did not expect that at all. $ATD.to But I agree -- I'll take it" @RedshirtInsight on X 2025-07-17 13:34:40 UTC 2068 followers, XXX engagements
"Telus $T.TO and Telus Digital $TIXT (formerly Telus International) are in the news today and wanted to share a tale of two cities. Digital spun off from Telus and IPO'ed in Feb 2021 while still being a minority shareholder. Fast forward to today and the parent is looking to reincorporate the spin-off again. IPO price: $XX Telus offering today: $X (I rounded up) Now having followed TIXT closely enough through the last X years it was certainly bad timing but also speaks to the fickleness of #tech. One story I want to highlight and is a microcosm for creative destruction is how TIXT lost a key" @RedshirtInsight on X 2025-06-12 14:30:25 UTC 2070 followers, 1524 engagements
"In June which websites took top ten in traffic $GOOGL takes two top spots $META 3rd 4th 7th $RDDT 8th @Similarweb" @RedshirtInsight on X 2025-07-11 17:00:36 UTC 2068 followers, XXX engagements
"/3 Patel points out Reddit threads persist. Unlike IG $META or TikTok where content dies in hours Reddit threads last years. That permanence feeds $RDDT's flywheel: more UGC better SEO more impressions more ad inventory more monetization" @RedshirtInsight on X 2025-07-16 13:53:26 UTC 2069 followers, XXX engagements
"AI and Automation will just replace the labour which is not a huge part of the fixed costs. What I meant above is that the real estate the locations are the valuable things. In fact there are whole stores in Canada and certainly in other parts of the world that are already labourless" @RedshirtInsight on X 2025-07-18 11:24:07 UTC 2068 followers, XX engagements
"$RDDT Reddit is a new addition to my coverage and is also the latest addition to my portfolio. Two things when where it also concerns another business that I cover $META is that I am not a personal fan of social media. X is probably the exception since it's more text-based and I prefer that. But in the past year I've started using Reddit more and in true Lynchian form I've started to invest in what (I think) I know. But it wasn't until I was on a recent trip that I started using Reddit Answers (their AI search and summary product). And I continue to see the value that I had found compelling." @RedshirtInsight on X 2025-07-09 15:41:42 UTC 2068 followers, XXX engagements
"Why Reddit $RDDT is a case study in CONVERGENCE the way Prasad explained it in What I Learned About Investing from Darwin (a book I was referred to by @MohnishPabrai). A thread 🧵" @RedshirtInsight on X 2025-07-09 16:12:52 UTC 2067 followers, 3258 engagements
"Example of the lack on sincerity is shorting the time spent in meetings and no having enough or long enough meetings at a high level of real engagement. $ATD.to" @RedshirtInsight on X 2025-07-16 22:45:05 UTC 2068 followers, XXX engagements
"This does not seem like a two-way street. $ATD.to" @RedshirtInsight on X 2025-07-17 11:52:43 UTC 2067 followers, XXX engagements
"/2 This isnt just about traffic. When Google Search $GOOGL ranks a Reddit thread that thread shapes sentiment. That sentiment loops back into the brands reputation. $RDDT's value is in capturing the public memory of products in moments that matter" @RedshirtInsight on X 2025-07-16 13:53:26 UTC 2069 followers, XXX engagements
"@VanIsleInvestor There are only two ways to make money: bundling and unbundling. $T.to $TIXT" @RedshirtInsight on X 2025-06-12 14:06:16 UTC 2068 followers, XXX engagements
"Tech (primarily software) companies on the #TSX @TMXGroup #markets: - $SHOP - $CSU.TO - $OTEX.TO - $ENGH.TO - $CMG.TO - $DSG.TO - $KXS.TO - $LSPD.TO - $SFTC.TO - $TCS.TO - $NVEI.TO - $DND.TO - $DCBO.TO - $VHI.TO" @RedshirtInsight on X 2024-12-14 16:17:00 UTC 2069 followers, 1034 engagements
"The second trait is unique data. $RDDT has something other platforms do not. Text-first intent-rich high-signal data about what people are thinking. This is extremely valuable for ads search and now AI training. /5" @RedshirtInsight on X 2025-07-09 16:12:55 UTC 2068 followers, XXX engagements
"/5 But the real point: $RDDT is one of the only platforms where advertisers dont control the narrative by default. That seems risky but it also means when you do show up well it matters more. That scarcity drives premium ad value over time" @RedshirtInsight on X 2025-07-16 13:53:27 UTC 2068 followers, XXX engagements
"Continuing coverage on $BRK. Full transparency I had a sizeable position and as luck would have it I had preplanned a sale before the last AGM which I didnt know would be Buffet announcing his retirement as CEO and was also ATHs. I always plan on reinvesting again particularly when it is closer to XXX book value. Im also a bit concerned about insurance. This is hard to predict but any global catastrophe spanning multiple countries might end up being a bad day for Berkshire. I know from what Buffett himself has said they are prepared Ajit is prepared and they will be the insurer of last" @RedshirtInsight on X 2025-07-09 13:47:24 UTC 2068 followers, XXX engagements
"Who knew artificial brains 🧠demand so much energy #convergence #energy #nuclear #oilandgas #renewables #fusion #AI #datacenters" @RedshirtInsight on X 2025-07-17 11:35:49 UTC 2067 followers, XXX engagements
"One thing of note is some more juicy details on strategies that might create what I think are more win-win situations given the hesitance of 7&i to divest not just XXX% of the Japanese business due primarily to how much of a "staple" those c-stores are to Japanese citizens and businesses especially during times of need. Acquiring XX% while leaving majority ownership to continuing shareholders of the Japan business seems like it could be the olive branch that was needed but alas that wasn't enough for 7&i board to take this offer seriously" @RedshirtInsight on X 2025-07-16 22:54:43 UTC 2069 followers, XXX engagements
"$RDDT and how it's becoming one of the handful of platforms that advertisers can rely on" @RedshirtInsight on X 2025-07-16 16:46:52 UTC 2067 followers, XXX engagements
"$ATD.to Last but not least ATD. I find this company fascinating. Many people say this is a compounder and it has been similar to $MTY.to. But are these companies melting ice cubes In the very least I'd like to cover that over the next decade. Because both these Quebec-HQed companies are effectively holding companies and grow primarily by acquisition it's interesting to see how they can allocate capital in their domains to see if they can extend their track records in times past. Not to mention this pending merger with 7&i or 7-ELEVeN is fun to watch on the sidelines. If you've ever been to" @RedshirtInsight on X 2025-07-09 15:58:05 UTC 2066 followers, XXX engagements
"" . no sincere or constructive engagement from 7&i . " $ATD.to" @RedshirtInsight on X 2025-07-16 22:43:44 UTC 2068 followers, XXX engagements
"Software is safe (for now). Until March 2026 it seems. 🤡 $SHOP.TO $CSU.TO $BB.TO $CLS.TO $DSG.TO $ENGH.TO $KXS.TO $LSPD.TO $OTEX.TO $REAL.TO $TOI.TO $CTC.A $GIB.A $SFTC.TO $TIXT.TO $NCIB.TO $NVEI.TO $PAY.TO $QTRH.TO $SANG.V $SYZ.TO $TC.TO $TCL.A $TCS.TO $TIXT.TO $VDY.TO $WELL.V $XTC.TO #tariffs" @RedshirtInsight on X 2025-03-04 21:39:33 UTC 2070 followers, 1517 engagements
"$ATD.to Another look into the insider commentary of the 7&i (7-Eleven parent) that fell through -- likely deliberately" @RedshirtInsight on X 2025-07-17 13:01:54 UTC 2067 followers, XXX engagements
"What are the chances that in 2025 a consortium of a combination of all the big asset managers + business community both public or private in Canada (like $BN CCPIB AIMco $ENB $ATRL.to $WSP.to etc.) will announce plans for new #oilandgas pipelines in Canada" @RedshirtInsight on X 2025-07-17 13:25:08 UTC 2067 followers, XXX engagements