[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.] #  @SowingAlphaSeed Farmer Farmer posts on X about $orr, $ffh, $clse, $qhfnx the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1787225478333349889/interactions)  - X Week XXXXXX +115% - X Month XXXXXX -XX% - X Months XXXXXXX +318% - X Year XXXXXXX +556% ### Mentions: XX [#](/creator/twitter::1787225478333349889/posts_active)  - X Week XX -XXXX% - X Month XXX +39% - X Months XXX +91% - X Year XXX +232% ### Followers: XXXXX [#](/creator/twitter::1787225478333349889/followers)  - X Week XXXXX +4.50% - X Month XXXXX +9.10% - X Months XXXXX +70% - X Year XXXXX +347% ### CreatorRank: XXXXXXX [#](/creator/twitter::1787225478333349889/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [$orr](/topic/$orr) #1, [$ffh](/topic/$ffh) #1, [$clse](/topic/$clse) #1, [$qhfnx](/topic/$qhfnx) #1, [$fpi](/topic/$fpi) 6.06%, [$land](/topic/$land) 6.06%, [capital gains](/topic/capital-gains) 3.03%, [at a](/topic/at-a) 3.03%, [brk](/topic/brk) 3.03%, [$vts](/topic/$vts) XXXX% **Top accounts mentioned or mentioned by** [@hml_compounder](/creator/undefined) [@andrewkosz1984](/creator/undefined) [@brownmarubozu](/creator/undefined) [@stablebread](/creator/undefined) [@stokedonwaves](/creator/undefined) [@jack_burns25](/creator/undefined) [@thenomlife](/creator/undefined) [@svrnco](/creator/undefined) [@mr_deepvalue](/creator/undefined) [@mikefritzell](/creator/undefined) [@anotherbio](/creator/undefined) [@alphaarchitects](/creator/undefined) [@agustinlebron3](/creator/undefined) [@nastrondscourge](/creator/undefined) [@mrdeepvalue](/creator/undefined) [@globalstockpick](/creator/undefined) [@gordonjohnson19](/creator/undefined) [@tidefallcapital](/creator/undefined) [@vikingvan100](/creator/undefined) [@agamemnusdev](/creator/undefined) **Top assets mentioned** [Landshare (LAND)](/topic/$land) ### Top Social Posts Top posts by engagements in the last XX hours "Active management I'm long: $ORR $FFH $CLSE $QHFNX $9435" [X Link](https://x.com/SowingAlphaSeed/status/1998474573919170917) 2025-12-09T19:27Z 1065 followers, 5480 engagements "My state now taxes capital gains at a higher rate than ordinary income" [X Link](https://x.com/SowingAlphaSeed/status/1998392072995492002) 2025-12-09T13:59Z 1055 followers, XXX engagements "@GordonJohnson19 To be fair using up emergency resources for no reason should have a cost" [X Link](https://x.com/SowingAlphaSeed/status/1998576868228845629) 2025-12-10T02:13Z 1061 followers, XXX engagements "Used Gemini to do some analysis. She's generating XX% yield using 1.6x leverage on assets with a downside beta of 1.7-2.0. A XX% market crash could wipe her out and she says things like "Ive worked hard to build my wealth and Im not here to gamble it away."" [X Link](https://x.com/SowingAlphaSeed/status/1998494498876436689) 2025-12-09T20:46Z 1062 followers, XXX engagements "Fairfax Financial Holdings. Canadian company. @TidefallCapital @BrownMarubozu @VikingVan100 tweet about it a lot. I think it was Tidefall that posted a chart comparing the historical growth and valuation of Fairfax relative to MKL and BRK. It had higher growth and a lower valuation. That was pretty much my whole thesis" [X Link](https://x.com/SowingAlphaSeed/status/1998733411624665599) 2025-12-10T12:35Z 1061 followers, XXX engagements "@agamemnus_dev @A_May_MD @chrisintroy @sharkbait_bio @tallnfat The action at XXX today is what we're discussing" [X Link](https://x.com/SowingAlphaSeed/status/1998852232838787166) 2025-12-10T20:28Z 1063 followers, XXX engagements "@StableBread I once had a redditor explain to me that he runs his own portfolio because $VT's X bps fee was material over a XX year horizon" [X Link](https://x.com/SowingAlphaSeed/status/1999153604658339869) 2025-12-11T16:25Z 1065 followers, XXX engagements "This is how I allocate my 401k" [X Link](https://x.com/SowingAlphaSeed/status/1995832611244310708) 2025-12-02T12:29Z 1065 followers, 1479 engagements "ChatGPT says this is $4975. Which I own via $ORR (a XX bps position in the ETF)" [X Link](https://x.com/SowingAlphaSeed/status/1998938463077617871) 2025-12-11T02:10Z 1065 followers, 1267 engagements "@stoked_on_waves There are other options. e.g. XX% passive XX% actively managed by yourself" [X Link](https://x.com/SowingAlphaSeed/status/1999267099634765886) 2025-12-11T23:56Z 1065 followers, XXX engagements "The rates they pay for the swap tend to be worse than the margin rates you'd get at IBKR. And something about the geometric return always being less than or equal to the arithmetic return. On the other hand they allow you to eliminate blow-up risk (assuming you don't go all in on them)" [X Link](https://x.com/SowingAlphaSeed/status/1992329705341509819) 2025-11-22T20:29Z 1064 followers, XXX engagements "A product I'd find immensely useful is a financially settled futures contract tied to the price of land. I'd much rather have this in an all weather portfolio than gold" [X Link](https://x.com/SowingAlphaSeed/status/1993656517179183416) 2025-11-26T12:22Z 1064 followers, XXX engagements "Gemini recommended $FPI or $LAND as the closest proxies" [X Link](https://x.com/SowingAlphaSeed/status/1993665390434721893) 2025-11-26T12:57Z 1064 followers, XXX engagements "@StMawrCapital Yes but I personally don't include it my net worth. I'd like something I can rebalance out of when the market tanks (which makes $FPI and $LAND worthless). I suppose a market crash is usually associated with rates lowering so I could do a cash out refinance or something" [X Link](https://x.com/SowingAlphaSeed/status/1993674402437951639) 2025-11-26T13:33Z 1064 followers, XX engagements "Choppy day for $ORR. Wonder if some of the market makers left early for Thanksgiving" [X Link](https://x.com/SowingAlphaSeed/status/1993765553069281321) 2025-11-26T19:35Z 1064 followers, 1645 engagements "Nope. $ORR I don't expect to ever have distributions. $QHFNX is a mutual fund but they're supposedly very good at tax management so distributions should be deferred for awhile. I haven't taken a close look at $CLSE. $FFH and $9435 are just normal equities but a lot of the bet is on how well they manage their investment portfolios" [X Link](https://x.com/SowingAlphaSeed/status/1998482131278852386) 2025-12-09T19:57Z 1064 followers, XXX engagements "Most substackers pitching stocks are akin to an analyst. Analysts should be expected to be bad portfolio managers. A combination of overconfidence in what you feel expert in and a limited perspective of the universe of options. They feel committed to putting XXX% of their equity into the ideas they've spent so much effort on" [X Link](https://x.com/SowingAlphaSeed/status/1998934811453333937) 2025-12-11T01:56Z 1065 followers, 19K engagements "@stoked_on_waves There are also other options like $ORR $FFH $9435 AQR funds. And even things like @pernasresearch where you technically would manage the portfolio yourself but remove the single manager risk" [X Link](https://x.com/SowingAlphaSeed/status/1999268501090107467) 2025-12-12T00:02Z 1065 followers, XXX engagements "$MJSC is a new active Japanese small cap ETF. Limited overlap with $ORR (6.7% of holdings). Only have these tickers in common: $2768 $6845 $8804 $2685 $2201" [X Link](https://x.com/SowingAlphaSeed/status/1971565570891084060) 2025-09-26T13:20Z 1064 followers, XXX engagements "$ORR is by far the largest. $9435 is around XX% and $FFH is around 10%. The other two are tiny positions at the moment will probably size them up to 5-10% positions in January when I can sell some winners. I think AQR prices their products competitively so there's likely still net alpha (plus diversification benefits). Cliff seems like one of the genuinely good guys in finance" [X Link](https://x.com/SowingAlphaSeed/status/1998497147721822428) 2025-12-09T20:57Z 1064 followers, XXX engagements "I find it odd that most people would never give XXX% of their money to someone to actively manage but many will happily actively manage XXX% of their money themselves" [X Link](https://x.com/SowingAlphaSeed/status/1999073517376241885) 2025-12-11T11:07Z 1065 followers, 4993 engagements "@seedy19tron @Biohazard3737 To be snarky his fund has something called risk management" [X Link](https://x.com/SowingAlphaSeed/status/1999275868456386741) 2025-12-12T00:31Z 1064 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.]
@SowingAlphaSeed Farmer
Farmer posts on X about $orr, $ffh, $clse, $qhfnx the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +115%
- X Month XXXXXX -XX%
- X Months XXXXXXX +318%
- X Year XXXXXXX +556%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX +39%
- X Months XXX +91%
- X Year XXX +232%
Followers: XXXXX #
- X Week XXXXX +4.50%
- X Month XXXXX +9.10%
- X Months XXXXX +70%
- X Year XXXXX +347%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXX% technology brands XXXX% cryptocurrencies XXXX% social networks XXXX%
Social topic influence $orr #1, $ffh #1, $clse #1, $qhfnx #1, $fpi 6.06%, $land 6.06%, capital gains 3.03%, at a 3.03%, brk 3.03%, $vts XXXX%
Top accounts mentioned or mentioned by @hml_compounder @andrewkosz1984 @brownmarubozu @stablebread @stokedonwaves @jack_burns25 @thenomlife @svrnco @mr_deepvalue @mikefritzell @anotherbio @alphaarchitects @agustinlebron3 @nastrondscourge @mrdeepvalue @globalstockpick @gordonjohnson19 @tidefallcapital @vikingvan100 @agamemnusdev
Top assets mentioned Landshare (LAND)
Top Social Posts
Top posts by engagements in the last XX hours
"Active management I'm long: $ORR $FFH $CLSE $QHFNX $9435"
X Link 2025-12-09T19:27Z 1065 followers, 5480 engagements
"My state now taxes capital gains at a higher rate than ordinary income"
X Link 2025-12-09T13:59Z 1055 followers, XXX engagements
"@GordonJohnson19 To be fair using up emergency resources for no reason should have a cost"
X Link 2025-12-10T02:13Z 1061 followers, XXX engagements
"Used Gemini to do some analysis. She's generating XX% yield using 1.6x leverage on assets with a downside beta of 1.7-2.0. A XX% market crash could wipe her out and she says things like "Ive worked hard to build my wealth and Im not here to gamble it away.""
X Link 2025-12-09T20:46Z 1062 followers, XXX engagements
"Fairfax Financial Holdings. Canadian company. @TidefallCapital @BrownMarubozu @VikingVan100 tweet about it a lot. I think it was Tidefall that posted a chart comparing the historical growth and valuation of Fairfax relative to MKL and BRK. It had higher growth and a lower valuation. That was pretty much my whole thesis"
X Link 2025-12-10T12:35Z 1061 followers, XXX engagements
"@agamemnus_dev @A_May_MD @chrisintroy @sharkbait_bio @tallnfat The action at XXX today is what we're discussing"
X Link 2025-12-10T20:28Z 1063 followers, XXX engagements
"@StableBread I once had a redditor explain to me that he runs his own portfolio because $VT's X bps fee was material over a XX year horizon"
X Link 2025-12-11T16:25Z 1065 followers, XXX engagements
"This is how I allocate my 401k"
X Link 2025-12-02T12:29Z 1065 followers, 1479 engagements
"ChatGPT says this is $4975. Which I own via $ORR (a XX bps position in the ETF)"
X Link 2025-12-11T02:10Z 1065 followers, 1267 engagements
"@stoked_on_waves There are other options. e.g. XX% passive XX% actively managed by yourself"
X Link 2025-12-11T23:56Z 1065 followers, XXX engagements
"The rates they pay for the swap tend to be worse than the margin rates you'd get at IBKR. And something about the geometric return always being less than or equal to the arithmetic return. On the other hand they allow you to eliminate blow-up risk (assuming you don't go all in on them)"
X Link 2025-11-22T20:29Z 1064 followers, XXX engagements
"A product I'd find immensely useful is a financially settled futures contract tied to the price of land. I'd much rather have this in an all weather portfolio than gold"
X Link 2025-11-26T12:22Z 1064 followers, XXX engagements
"Gemini recommended $FPI or $LAND as the closest proxies"
X Link 2025-11-26T12:57Z 1064 followers, XXX engagements
"@StMawrCapital Yes but I personally don't include it my net worth. I'd like something I can rebalance out of when the market tanks (which makes $FPI and $LAND worthless). I suppose a market crash is usually associated with rates lowering so I could do a cash out refinance or something"
X Link 2025-11-26T13:33Z 1064 followers, XX engagements
"Choppy day for $ORR. Wonder if some of the market makers left early for Thanksgiving"
X Link 2025-11-26T19:35Z 1064 followers, 1645 engagements
"Nope. $ORR I don't expect to ever have distributions. $QHFNX is a mutual fund but they're supposedly very good at tax management so distributions should be deferred for awhile. I haven't taken a close look at $CLSE. $FFH and $9435 are just normal equities but a lot of the bet is on how well they manage their investment portfolios"
X Link 2025-12-09T19:57Z 1064 followers, XXX engagements
"Most substackers pitching stocks are akin to an analyst. Analysts should be expected to be bad portfolio managers. A combination of overconfidence in what you feel expert in and a limited perspective of the universe of options. They feel committed to putting XXX% of their equity into the ideas they've spent so much effort on"
X Link 2025-12-11T01:56Z 1065 followers, 19K engagements
"@stoked_on_waves There are also other options like $ORR $FFH $9435 AQR funds. And even things like @pernasresearch where you technically would manage the portfolio yourself but remove the single manager risk"
X Link 2025-12-12T00:02Z 1065 followers, XXX engagements
"$MJSC is a new active Japanese small cap ETF. Limited overlap with $ORR (6.7% of holdings). Only have these tickers in common: $2768 $6845 $8804 $2685 $2201"
X Link 2025-09-26T13:20Z 1064 followers, XXX engagements
"$ORR is by far the largest. $9435 is around XX% and $FFH is around 10%. The other two are tiny positions at the moment will probably size them up to 5-10% positions in January when I can sell some winners. I think AQR prices their products competitively so there's likely still net alpha (plus diversification benefits). Cliff seems like one of the genuinely good guys in finance"
X Link 2025-12-09T20:57Z 1064 followers, XXX engagements
"I find it odd that most people would never give XXX% of their money to someone to actively manage but many will happily actively manage XXX% of their money themselves"
X Link 2025-12-11T11:07Z 1065 followers, 4993 engagements
"@seedy19tron @Biohazard3737 To be snarky his fund has something called risk management"
X Link 2025-12-12T00:31Z 1064 followers, XXX engagements