# ![@TheAbomNoMan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2016488200089325568.png) @TheAbomNoMan The Abominable No-Man

The Abominable No-Man posts on X about $googl, $mkl, stocks, $goog the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2016488200089325568/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2016488200089325568/c:line/m:interactions.svg)

- [--] Week [------] -10%

### Mentions: [--] [#](/creator/twitter::2016488200089325568/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2016488200089325568/c:line/m:posts_active.svg)

- [--] Week [--] +1.80%

### Followers: [---] [#](/creator/twitter::2016488200089325568/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2016488200089325568/c:line/m:followers.svg)

- [--] Week [---] +44%

### CreatorRank: [-------] [#](/creator/twitter::2016488200089325568/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2016488200089325568/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  42% [finance](/list/finance)  26% [technology brands](/list/technology-brands)  17% [financial services](/list/financial-services)  #1329 [cryptocurrencies](/list/cryptocurrencies)  3% [fashion brands](/list/fashion-brands)  2% [countries](/list/countries)  2% [products](/list/products)  1%

**Social topic influence**
[$googl](/topic/$googl) #2447, [$mkl](/topic/$mkl) #1, [stocks](/topic/stocks) #4563, [$goog](/topic/$goog) #36, [in the](/topic/in-the) 5%, [$nflx](/topic/$nflx) #97, [$adbe](/topic/$adbe) #44, [business](/topic/business) 4%, [$cmcsa](/topic/$cmcsa) #57, [$cvs](/topic/$cvs) #7

**Top accounts mentioned or mentioned by**
[@fifteencagr](/creator/undefined) [@mrderivatives](/creator/undefined) [@caffinatedcash](/creator/undefined) [@trendspider](/creator/undefined) [@fcompounders](/creator/undefined) [@tennee989999](/creator/undefined) [@thelonginvest](/creator/undefined) [@mikealfred](/creator/undefined) [@ecommerceshares](/creator/undefined) [@willbiddy](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@dividenddollar](/creator/undefined) [@polymarket](/creator/undefined) [@dividendology](/creator/undefined) [@qualcompounders](/creator/undefined) [@steveonspeed](/creator/undefined) [@michaeljburry](/creator/undefined) [@dividendtalks](/creator/undefined) [@themotleyfool](/creator/undefined) [@troyoncapital](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Markel, Corp. (MKL)](/topic/$mkl) [Netflix Inc (NFLX)](/topic/$nflx) [Adobe, Inc. (ADBE)](/topic/$adbe) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [CVS Health Corp (CVS)](/topic/$cvs) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [UnitedHealth Group (UNH)](/topic/$unh) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [GRAHAM HOLDINGS COMPANY (GHC)](/topic/$ghc) [JPMorgan Chase (JPM)](/topic/$jpm) [Metadium (META)](/topic/$meta) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Target Corporation (TGT)](/topic/$tgt) [Novo-Nordisk (NVO)](/topic/$nvo) [Coca-Cola Co (KO)](/topic/$ko) [Decentral Games (DG)](/topic/$dg) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Autozone Inc (AZO)](/topic/autozone) [Costco Wholesale Corporation (COST)](/topic/costco) [CBRE Group Inc (CBRE)](/topic/$cbre) [McDonald's Corp (MCD)](/topic/$mcd) [Charter Communications Inc (CHTR)](/topic/$chtr) [Intuit Inc. (INTU)](/topic/$intu) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@SteveOnSpeed I feel like it has been like this for the last [--] sessions. I do not understand it"  
[X Link](https://x.com/TheAbomNoMan/status/2019176401753059786)  2026-02-04T22:29Z [---] followers, [---] engagements


"Buy stocks whose intrinsic value far exceeds their price - Benjamin Graham When it comes to valuing a business there is at least [--] part art for every [--] part science. There are many different http://x.com/i/article/2019834544430387202 http://x.com/i/article/2019834544430387202"  
[X Link](https://x.com/TheAbomNoMan/status/2019841430366113972)  2026-02-06T18:31Z [---] followers, [---] engagements


"2025 was another solid year for the market. From an index perspective the S&P [---] had its third consecutive year of 17%+ total return. This is despite the fact the first [--] months of the year were http://x.com/i/article/2022418289045958656 http://x.com/i/article/2022418289045958656"  
[X Link](https://x.com/TheAbomNoMan/status/2022430264811507918)  2026-02-13T21:58Z [---] followers, [---] engagements


"One company that has been on my watchlist not really discussed on X: $CMCSA Comcast I have calculate their intrinsic value multiple ways and even after climbing +11% in the last month to $30/share and beating their [----] earnings estimate I still find this price to have a wide margin of safety relative to intrinsic value assuming the company never grows. With just modest growth it looks extremely undervalued. I understand that the market is pricing in negative growth and is concerned about cable cutting losing broadband customers and increased competition. However it is still the largest US"  
[X Link](https://x.com/TheAbomNoMan/status/2019068885572456529)  2026-02-04T15:21Z [---] followers, [---] engagements


"@michaeljburry Wow thats a lot of words just to not say anything about how [----] Motorola relates to [----] Alphabet $GOOGL"  
[X Link](https://x.com/TheAbomNoMan/status/2020893037233119712)  2026-02-09T16:10Z [---] followers, [----] engagements


"A quote not often recited from Security Analysis (Benjamin Graham and David Dodd) which I find important. Honestly this paragraph has at least [--] lines that could serve as one-off quotes: Security analysis cannot presume to lay down general rules as to the proper value of any given common stock. Practically speaking there is no such thing. The bases of value are too shifting to admit of any formulation that could claim to be even reasonably accurate. The whole idea of basing the value upon current earnings seems inherently absurd since we know that the current earnings are constantly changing."  
[X Link](https://x.com/TheAbomNoMan/status/2021223166010364138)  2026-02-10T14:02Z [---] followers, [--] engagements


"These are the types of companies and long-term returns I am always looking to find. SLEEPY STOCKS THAT BEAT THE MARKET The S&P [---] is up 707% over the past [--] years. Over the same time period: 3890% AutoZone 3200% Dominos Pizza 3170% Caseys General Store 3070% Rollins 2920% Costco 2630% Sherwin-Williams 2090% Tractor Supply 1540% SLEEPY STOCKS THAT BEAT THE MARKET The S&P [---] is up 707% over the past [--] years. Over the same time period: 3890% AutoZone 3200% Dominos Pizza 3170% Caseys General Store 3070% Rollins 2920% Costco 2630% Sherwin-Williams 2090% Tractor Supply 1540%"  
[X Link](https://x.com/TheAbomNoMan/status/2021264982776725893)  2026-02-10T16:48Z [---] followers, [---] engagements


"@Mr_Derivatives This is very healthy for the broader market and for people who own companies that arent the [--] largest by market cap"  
[X Link](https://x.com/TheAbomNoMan/status/2022655911660032377)  2026-02-14T12:55Z [---] followers, [----] engagements


"Has he ever heard of an index fund Ackman is charging [--] and [--] to own the Mag [--]. His portfolio now includes $GOOG $AMZN and $META. Ackman is charging [--] and [--] to own the Mag [--]. His portfolio now includes $GOOG $AMZN and $META"  
[X Link](https://x.com/TheAbomNoMan/status/2021660776709386329)  2026-02-11T19:01Z [---] followers, [---] engagements


"Why are people so irrational and eager for clicks There was nothing that happened yesterday that justified a 12% decline and certainly nothing like COVID or GFC happened yesterday. $CBRE just released a solid earnings release this morning and the stock is up 3% in pre-market. I dont have a position in it. Real Estate Giant CBRE Group $CBRE plunged by more than 12% 📉📉 There have been only [--] periods of time where the stock has fallen more: 1) Covid and 2) The Global Financial Crisis 🤯👀 https://t.co/65kDZh8xVk Real Estate Giant CBRE Group $CBRE plunged by more than 12% 📉📉 There have been"  
[X Link](https://x.com/TheAbomNoMan/status/2021937774933270529)  2026-02-12T13:21Z [---] followers, [---] engagements


"@DividendTalks Best options on this list at current prices: $V $ADBE $LULU $NFLX $JD"  
[X Link](https://x.com/TheAbomNoMan/status/2022654973058634180)  2026-02-14T12:51Z [---] followers, [---] engagements


"@Mr_Derivatives Have been watching $TGT for a few years. I also shop there frequently. It's a hard one to wrap my head around"  
[X Link](https://x.com/TheAbomNoMan/status/2019942885114663332)  2026-02-07T01:14Z [---] followers, [---] engagements


"@TheLongInvest You can get a nice hedge on your $UNH and $NVO with $MCD and $KO"  
[X Link](https://x.com/TheAbomNoMan/status/2022494793088066039)  2026-02-14T02:15Z [---] followers, [---] engagements


"@fifteenCAGR The goal is to do better than the market. Easier said than done"  
[X Link](https://x.com/TheAbomNoMan/status/2022778439262994636)  2026-02-14T21:02Z [---] followers, [--] engagements


"Thanks for the comment. To make a long answer short: I find $MKL to be really undervalued for a while now (its current price is still within my MOS of intrinsic value) whereas I find $BRK.B to currently be selling close to intrinsic value $MKL has a lot more room for growth at 1/40 the size of $BRK.B and doesnt need an elephant gun to make it happen I like Tom Gayner and have confidence he will bring $MKL to its intrinsic value. Im still optimistic on $BRK.B long term under Greg Abel just need to see how it plays out I dont think I could ever get rid of my $BRK.B"  
[X Link](https://x.com/TheAbomNoMan/status/2018115394641277240)  2026-02-02T00:12Z [---] followers, [---] engagements


"@themotleyfool $MKL Here is a look at my stock portfolio at year-end [----]. It had a total return of 31.9% compared with the S&P500 total return of 17.9% in [----]. Portfolio (% of portfolio): $MKL Markel Group (22.97%) $GHC Graham Holdings Co (21.4%) $GOOG Alphabet (C) (18.79%) $JPM JPMorgan Chase https://t.co/F4PYuwr1gO Here is a look at my stock portfolio at year-end [----]. It had a total return of 31.9% compared with the S&P500 total return of 17.9% in [----]. Portfolio (% of portfolio): $MKL Markel Group (22.97%) $GHC Graham Holdings Co (21.4%) $GOOG Alphabet (C) (18.79%) $JPM JPMorgan Chase"  
[X Link](https://x.com/TheAbomNoMan/status/2018402889610231923)  2026-02-02T19:15Z [---] followers, [----] engagements


"@TroyOnCapital NiceI also recommend $AVUV to people looking for small-cap value ETFs. Cool to see that someone else likes it"  
[X Link](https://x.com/TheAbomNoMan/status/2018713504320979173)  2026-02-03T15:49Z [---] followers, [---] engagements


"@mikealfred And in addition to widely loved brands generating no return for investors there are also society-transforming industries that have basically generated no return for shareholders despite the value they bring to society (e.g. automobile and airline companies)"  
[X Link](https://x.com/TheAbomNoMan/status/2018716919809912996)  2026-02-03T16:03Z [---] followers, [----] engagements


"@BrianSozzi [--] Shrinkflation in serving sizes"  
[X Link](https://x.com/TheAbomNoMan/status/2019006682425381012)  2026-02-04T11:14Z [---] followers, [--] engagements


"It is interesting how a lot of FinX would lead you to believe we are entering a correction (some people have actually literally said this) Meanwhile the index is climbing market breadth is increasing and earnings reports have been positivethis means there are definitely companies who have been gaining But I am coming to find that a lot of FinX is biased towards a selection of stocks a lot of which have gotten hammered the past few days https://twitter.com/i/web/status/2019023955445588039 https://twitter.com/i/web/status/2019023955445588039"  
[X Link](https://x.com/TheAbomNoMan/status/2019023955445588039)  2026-02-04T12:23Z [---] followers, [---] engagements


"@TrendSpider I was told this was a value investment. Was it actually a value trap Or is this becoming a cigar butt"  
[X Link](https://x.com/TheAbomNoMan/status/2019039581631545529)  2026-02-04T13:25Z [---] followers, [---] engagements


"@TrendSpider I now understand the ass in SaaS"  
[X Link](https://x.com/TheAbomNoMan/status/2019069005495943524)  2026-02-04T15:22Z [---] followers, [----] engagements


"I should clarify: they beat earnings estimates for [----] but their adjusted net earnings (non GAAP) were essentially flat relative to [----] hence my valuation assuming zero growth"  
[X Link](https://x.com/TheAbomNoMan/status/2019072690313740380)  2026-02-04T15:36Z [---] followers, [---] engagements


"@ecommerceshares"  
[X Link](https://x.com/TheAbomNoMan/status/2019118748431774140)  2026-02-04T18:39Z [---] followers, [--] engagements


"@F_Compounders The Graham Group. Hope to be apart of this kind of group someday"  
[X Link](https://x.com/TheAbomNoMan/status/2019124699738050578)  2026-02-04T19:03Z [---] followers, [---] engagements


"@WillBiddy_ This is all true and some us realized this when it was selling at a 17x multiple in 2025"  
[X Link](https://x.com/TheAbomNoMan/status/2019169890100474261)  2026-02-04T22:03Z [---] followers, [----] engagements


"@fifteenCAGR $CHTR is also a great value play in broadband. It looks like it is trading at an even steeper discount to intrinsic value relative to Comcast. Will be curious to see how both of these companies adapt and pull through over the next few years"  
[X Link](https://x.com/TheAbomNoMan/status/2019206536833438096)  2026-02-05T00:28Z [---] followers, [---] engagements


"I just finished going through the earnings release for Markel Group $MKL Overall I am quite pleased with the results. They beat all analysts expectation increased their annual adjusted operating earnings by 10% and lowered their combined ratio. The share price now has a 5-year CAGR of 16%. Using their most recent financials I find their current share price to be trading at a significant discount to their intrinsic value. https://twitter.com/i/web/status/2019383339996631542 https://twitter.com/i/web/status/2019383339996631542"  
[X Link](https://x.com/TheAbomNoMan/status/2019383339996631542)  2026-02-05T12:11Z [---] followers, [---] engagements


"@StockSavvyShay [--]. Yes [--]. Yes [--]. Yes"  
[X Link](https://x.com/TheAbomNoMan/status/2019405360168092050)  2026-02-05T13:38Z [---] followers, [----] engagements


"Some days Mr. Market is very irrational. Other days Mr. Market will agree with you. I do not care about intraday changes daily changes or even monthly changes. I am interested in Mr. Market agreeing with me over the long term. I just finished going through the earnings release for Markel Group $MKL Overall I am quite pleased with the results. They beat all analysts expectation increased their annual adjusted operating earnings by 10% and lowered their combined ratio. The share price now has a https://t.co/wT88J8SOIz I just finished going through the earnings release for Markel Group $MKL"  
[X Link](https://x.com/TheAbomNoMan/status/2019426351011492282)  2026-02-05T15:02Z [---] followers, [---] engagements


"@StockMKTNewz Truly the end of an era"  
[X Link](https://x.com/TheAbomNoMan/status/2019448415453651160)  2026-02-05T16:29Z [---] followers, [---] engagements


"@WOLF_Financial Markel Group $MKL"  
[X Link](https://x.com/TheAbomNoMan/status/2019459417071030323)  2026-02-05T17:13Z [---] followers, [---] engagements


"In the words of Warren Buffett: What we learn from history is that people dont learn from history"  
[X Link](https://x.com/TheAbomNoMan/status/2019560514708468038)  2026-02-05T23:55Z [---] followers, [--] engagements


"@fifteenCAGR To be honest I have not been interested in some of the value software stocks. The recent (deep) decline however might peak my interest. I would like to dig deeper into $INTU and $ADBE"  
[X Link](https://x.com/TheAbomNoMan/status/2019575613150093538)  2026-02-06T00:55Z [---] followers, [--] engagements


"@Mr_Derivatives The other 5% of us are just here for a good time"  
[X Link](https://x.com/TheAbomNoMan/status/2019576102864449806)  2026-02-06T00:57Z [---] followers, [---] engagements


"@Dividend_Dollar It is my 3rd largest holding. I would not be surprised to see $GOOGL take the #1 spot in market cap by end year"  
[X Link](https://x.com/TheAbomNoMan/status/2019576869067366429)  2026-02-06T01:00Z [---] followers, [---] engagements


"@TrendSpider Jobs not finished"  
[X Link](https://x.com/TheAbomNoMan/status/2019604948422652353)  2026-02-06T02:51Z [---] followers, [---] engagements


"Ben Graham on the utility of using past earnings as an indicator of future earnings (from the book Security Analysis): It is at once the most important and the least satisfactory aspect of security analysis. It is the the most important because the sole practical value of our laborious study of the past lies in the clue it may offer to the future; it is the least satisfactory because the clue is never thoroughly reliable and it frequently turns out to be quite valueless. https://twitter.com/i/web/status/2019727524499005850 https://twitter.com/i/web/status/2019727524499005850"  
[X Link](https://x.com/TheAbomNoMan/status/2019727524499005850)  2026-02-06T10:59Z [---] followers, [---] engagements


"@StockSavvyShay Two great quotes on this. First Warren Buffett The stock market is designed to transfer money from the impatient to the patient Second JP Morgan (edited slightly) "In a market drawdown stocks return to their rightful owners"  
[X Link](https://x.com/TheAbomNoMan/status/2019730882568053174)  2026-02-06T11:12Z [---] followers, [---] engagements


"@SJosephBurns Here are at least [--] to pick from"  
[X Link](https://x.com/TheAbomNoMan/status/2019731322009444561)  2026-02-06T11:14Z [---] followers, [---] engagements


"@jimcramer Not the support that $GOOGL investors were looking for"  
[X Link](https://x.com/TheAbomNoMan/status/2019742724023349551)  2026-02-06T11:59Z [---] followers, [---] engagements


"If you have this much time to worry about what other people think about your investments you probably have enough time to focus more on things that actually matter"  
[X Link](https://x.com/TheAbomNoMan/status/2019760304700207265)  2026-02-06T13:09Z [---] followers, [----] engagements


"@Caffinatedcash Congratulations. Your following is compounding faster than my capital. Cheers ☕"  
[X Link](https://x.com/TheAbomNoMan/status/2019782242210402437)  2026-02-06T14:36Z [---] followers, [--] engagements


"@growthrapidly Sell I dont focus too much on the selling. I spend way more focus on the buying"  
[X Link](https://x.com/TheAbomNoMan/status/2019882927530864905)  2026-02-06T21:16Z [---] followers, [---] engagements


"@CramerTracker Door dash is an IQ test not a bubble indicator"  
[X Link](https://x.com/TheAbomNoMan/status/2019901736131907598)  2026-02-06T22:31Z [---] followers, [---] engagements


"@PeterSchiff @ZssBecker Is that what is going on with silver"  
[X Link](https://x.com/TheAbomNoMan/status/2019925367310450852)  2026-02-07T00:05Z [---] followers, [----] engagements


"@3KComeback It is by far Apple $AAPL (iPhone MacBook AirPods Music Podcasts) and $GOOGL Google (Chrome Search Gemini Cloud YouTube/YouTubeTV)"  
[X Link](https://x.com/TheAbomNoMan/status/2019933903541170273)  2026-02-07T00:39Z [---] followers, [---] engagements


"@YahooFinance I've eaten there many times. Not once has the cashier asked me what I do for a living or what my salary is. Must not be doing their job"  
[X Link](https://x.com/TheAbomNoMan/status/2019938584464142443)  2026-02-07T00:57Z [---] followers, [----] engagements


"@Polymarket @WatcherGuru"  
[X Link](https://x.com/TheAbomNoMan/status/2019962763116732770)  2026-02-07T02:33Z [---] followers, [---] engagements


"@dividendology Almost as remarkable is the age at which he started and the capital he had at young ages (inflation adjusted)"  
[X Link](https://x.com/TheAbomNoMan/status/2020156178861322330)  2026-02-07T15:22Z [---] followers, [----] engagements


"One of the biggest problem for investors is the constant thought that there is something better to buy. I am guilty of it as well. I have watchlists and look to add to them. However there is not always going to be something better if what you already own is perfectly adequate"  
[X Link](https://x.com/TheAbomNoMan/status/2020186514131677504)  2026-02-07T17:22Z [---] followers, [---] engagements


"@NotA_Bull I do sleep quite well knowing I own shares in the most valuable bank in the world"  
[X Link](https://x.com/TheAbomNoMan/status/2020512517294854195)  2026-02-08T14:58Z [---] followers, [--] engagements


"@MMatters22596 I have a tough time getting myself to invest in places or countries where I cannot see or feel the company. But. I am watching $JD"  
[X Link](https://x.com/TheAbomNoMan/status/2020604390554354155)  2026-02-08T21:03Z [---] followers, [---] engagements


"@WallStreetMav I think I saw them flip a Silver Eagle for the coin toss"  
[X Link](https://x.com/TheAbomNoMan/status/2020671948968034723)  2026-02-09T01:31Z [---] followers, [---] engagements


"@Mr_Derivatives Is that Paul Pelosi"  
[X Link](https://x.com/TheAbomNoMan/status/2020694364595589375)  2026-02-09T03:00Z [---] followers, [---] engagements


"@Caffinatedcash Which coincidentally is part of $CMCSA I like Netflix long term but agree theres a huge uncertainty in the future of streaming"  
[X Link](https://x.com/TheAbomNoMan/status/2021022845837754373)  2026-02-10T00:46Z [---] followers, [--] engagements


"@fifteenCAGR Strong conviction in $NFLX I looked at $DG a year ago but never started a position. Apparently not a fan of $DUO"  
[X Link](https://x.com/TheAbomNoMan/status/2021040024116936828)  2026-02-10T01:54Z [---] followers, [---] engagements


"@fifteenCAGR Definitely was supposed to say $DUOL you read correctly"  
[X Link](https://x.com/TheAbomNoMan/status/2021045452641112420)  2026-02-10T02:15Z [---] followers, [--] engagements


"@fifteenCAGR All really solid choices. If $NFLX price continues to decline a bit more I will have to seriously consider it. I will take a look into $DG again. I also love $COST but it is too expensive. The rest on my list have potential but I don't like them enough to displace my positions"  
[X Link](https://x.com/TheAbomNoMan/status/2021047875049066688)  2026-02-10T02:25Z [---] followers, [---] engagements


"@fifteenCAGR Appreciate your insight here. I also feel like $NFLX has a nice moat as its not commonly the service people opt out of when cutting down their subscriptions. And their expansion into live sports and events is adding another element to their value"  
[X Link](https://x.com/TheAbomNoMan/status/2021222190629163438)  2026-02-10T13:58Z [---] followers, [--] engagements


"$CVS just released their Q4 and FY [----] earnings today. Disclaimer: CVS makes up 7% of my portfolio and my cost basis is $45/share. Their [----] revenue surpassed $400b their highest ever and up 8% from [----]. Operating cash flow in [----] was $10.6b about 16.5% higher than [----] but still below 2020-2022 levels. Health Care Benefits [----] revenue up 10% operating income increased by $2.6b with declining (improving) MBR and despite declining memberships. Health Services [----] revenue up 9% while operating income is essentially flat (1.3% decrease) reflected in their pharmacy claims processed."  
[X Link](https://x.com/TheAbomNoMan/status/2021302700047061018)  2026-02-10T19:18Z [---] followers, [----] engagements


"@DvdndDiplomats From a product perspective $KO From a business perspective Also $KO"  
[X Link](https://x.com/TheAbomNoMan/status/2021320282519085313)  2026-02-10T20:28Z [---] followers, [--] engagements


"@F_Compounders NFM is top tier. I also like GEICO and Dairy Queen"  
[X Link](https://x.com/TheAbomNoMan/status/2021323926215827514)  2026-02-10T20:42Z [---] followers, [--] engagements


"@TheLongInvest I know they are quite different companies but I went in on $CVS when it went through its downfall in 2024-2025 and I still like it better than $UNH https://x.com/TheAbomNoMan/status/2021302700047061018s=20 $CVS just released their Q4 and FY [----] earnings today. Disclaimer: CVS makes up 7% of my portfolio and my cost basis is $45/share. Their [----] revenue surpassed $400b their highest ever and up 8% from [----]. Operating cash flow in [----] was $10.6b about 16.5% higher than https://t.co/rKbY17DWS7 https://x.com/TheAbomNoMan/status/2021302700047061018s=20 $CVS just released their"  
[X Link](https://x.com/TheAbomNoMan/status/2021545353275990525)  2026-02-11T11:22Z [---] followers, [----] engagements


"@Mr_Derivatives Well its Bill Ackman not Warren Buffett"  
[X Link](https://x.com/TheAbomNoMan/status/2021661104448188460)  2026-02-11T19:02Z [---] followers, [----] engagements


"For both + their theme park segment. If they can successfully set up their mobile segment and retain broadband users and also improve Peacock margins then their 3-part business will be in a solid position into the future. Peacock appears to be improving (projected to turn profitable this year) but likely wont see the results for the improved broadband+mobile+Peacock until late [----]. If they are able to increase their earnings even a little bit going forward I feel like you are buying the absolute floor at around $30/share while you wait. I also have no problem waiting without buying which is"  
[X Link](https://x.com/TheAbomNoMan/status/2021678211428757615)  2026-02-11T20:10Z [---] followers, [--] engagements


"@mikealfred They started their position in Google $GOOGL $GOOG in [----] and currently have a cost basis around $100/share"  
[X Link](https://x.com/TheAbomNoMan/status/2021730090724233558)  2026-02-11T23:36Z [---] followers, [----] engagements


"Mr. Ackman @BillAckman was ahead of the ball when they started a position in $GOOGL in [----]. Will their new position in another Mag [--] stock in $META prove to be as successful 🚨 @BillAckman is betting big on $META. Pershing Square just disclosed a 10% position roughly $2B. He calls it deeply discounted with the P/E near multi-year lows. https://t.co/r5OqOEW6Cr 🚨 @BillAckman is betting big on $META. Pershing Square just disclosed a 10% position roughly $2B. He calls it deeply discounted with the P/E near multi-year lows. https://t.co/r5OqOEW6Cr"  
[X Link](https://x.com/TheAbomNoMan/status/2021758932738510857)  2026-02-12T01:31Z [---] followers, [---] engagements


"@Mr_Derivatives Yes but dont tell Peter"  
[X Link](https://x.com/TheAbomNoMan/status/2021768155652100501)  2026-02-12T02:07Z [---] followers, [---] engagements


"@money_cruncher The fundamentals underpinning gold silver and meme coins is essentially the same"  
[X Link](https://x.com/TheAbomNoMan/status/2022015023774847033)  2026-02-12T18:28Z [---] followers, [--] engagements


"It's hard for me to believe this is actually genuine. You don't generate a 30% CAGR for [--] years with no down years by investing before you analyze. I look up to Druckenmiller with high regards. However it is imperative to analyze your investment so that you fully understand it before throwing a significant amount of capital at it. (I'm sure someone will call me dumb for disagreeing) To his point though I do think it is important to try to avoid the anchoring bias that Druckenmiller is alluding to. In the words of Einstein "everything should be made as simple as possible but not simpler.""  
[X Link](https://x.com/TheAbomNoMan/status/2022125607094476842)  2026-02-13T01:48Z [---] followers, [---] engagements


"This is the biggest problem facing America and there really isn't anybody talking seriously about fixing it. US govt budget deficits will push the national debt higher with the federal debt rising from an estimated $39.4 trillion at the end of fiscal year [----] to $63 trillion in [----]. Annual budget deficits are $2 trillion per year now and will reach $3 trillion per year within a few https://t.co/f0bI4yr4yJ US govt budget deficits will push the national debt higher with the federal debt rising from an estimated $39.4 trillion at the end of fiscal year [----] to $63 trillion in [----]. Annual"  
[X Link](https://x.com/TheAbomNoMan/status/2022257943278764196)  2026-02-13T10:34Z [---] followers, [--] engagements


"I dont think I needed all that math and explanation to understand that this is theft NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own [---] shares. Value on Jan [--] 2028: [-----] Value on Jan https://t.co/GYeAN9jlJ6 NEW: Dutch Parliament Member Michel Hoogeveen explains how the 36% unrealized capital gains tax just passed by the House of Representatives will work. Here is a more detailed example: Step [--]. Starting position You own"  
[X Link](https://x.com/TheAbomNoMan/status/2022269765729792072)  2026-02-13T11:20Z [---] followers, [--] engagements


"@leevalueroach Put the other 50% into $ADBE"  
[X Link](https://x.com/TheAbomNoMan/status/2022274106226299153)  2026-02-13T11:38Z [---] followers, [---] engagements


"@Mr_Derivatives Oh yeah we all feel super bad for the guy. He's just unlucky couldn't catch a break"  
[X Link](https://x.com/TheAbomNoMan/status/2022393887751565798)  2026-02-13T19:34Z [---] followers, [---] engagements


"Here is a look at my stock portfolio at year-end [----]. It had a total return of 31.9% compared with the S&P500 total return of 17.9% in [----]. Portfolio (% of portfolio): $MKL Markel Group (22.97%) $GHC Graham Holdings Co (21.4%) $GOOG Alphabet (C) (18.79%) $JPM JPMorgan Chase (14.06%) $BRK.B Berkshire Hathaway (11.76%) $CVS CVS Health Corp (6.86%) $GOOGL Alphabet (A) (2.59%) $HHH Howard Hughes Holdings (1.57%) I will occasionally share my portfolio changes as they come about (usually few and far between) but will reserve portfolio performance updates to annual performance"  
[X Link](https://x.com/TheAbomNoMan/status/2018107041303470395)  2026-02-01T23:39Z [---] followers, [----] engagements


"To show that I am also guilty of this here are some companies that currently have my attention in no particular order: $NFLX $CMCSA $TGT $DUO $LULU $JD $PLMR What are your thoughts on these One of the biggest problem for investors is the constant thought that there is something better to buy. I am guilty of it as well. I have watchlists and look to add to them. However there is not always going to be something better if what you already own is perfectly adequate. One of the biggest problem for investors is the constant thought that there is something better to buy. I am guilty of it as well."  
[X Link](https://x.com/TheAbomNoMan/status/2021004655036370947)  2026-02-09T23:33Z [---] followers, [---] engagements


"Some companies are oversold for a reason. Im not interested in any of these names at the moment These are the [--] most oversold names in the entire stock market ($1B MC) simply based on a Daily RSI under [--]. https://t.co/FIvnT1JUtN These are the [--] most oversold names in the entire stock market ($1B MC) simply based on a Daily RSI under [--]. https://t.co/FIvnT1JUtN"  
[X Link](https://x.com/TheAbomNoMan/status/2021175396318802071)  2026-02-10T10:52Z [---] followers, [---] engagements


"This one keeps speaking not sure if I should listen. $CMCSA One company that has been on my watchlist not really discussed on X: $CMCSA Comcast I have calculate their intrinsic value multiple ways and even after climbing +11% in the last month to $30/share and beating their [----] earnings estimate I still find this price to have a wide https://t.co/0Zbco9lmZ3 One company that has been on my watchlist not really discussed on X: $CMCSA Comcast I have calculate their intrinsic value multiple ways and even after climbing +11% in the last month to $30/share and beating their [----] earnings estimate"  
[X Link](https://x.com/TheAbomNoMan/status/2021605450152546613)  2026-02-11T15:21Z [---] followers, [---] engagements


"@TrendSpider Me looking to pick this up as an opportunity:"  
[X Link](https://x.com/TheAbomNoMan/status/2022024154342625498)  2026-02-12T19:05Z [---] followers, [----] engagements


"@HeroDividend I didn't know that everyone else also thought that $WMT is superior to $AMZN"  
[X Link](https://x.com/TheAbomNoMan/status/2022370916986933680)  2026-02-13T18:02Z [---] followers, [----] engagements


"@DeepIceValue An interesting comparison. I feel like I have heard positive spins on $AMZN for years now while it hovered around $200. I dont think it will double in [--] months like $GOOG did but Im probably wrong"  
[X Link](https://x.com/TheAbomNoMan/status/2022651456013082876)  2026-02-14T12:37Z [---] followers, [----] engagements


"Just making sure I understand correctly. Inflation is cooling. GDP is growing. Companies are reporting solid earnings. But over the last week more than 20% of the S&P [---] has experienced single day declines only seen during big crashes. Do I understand correctly Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp Wild market. We haven't seen anything like this"  
[X Link](https://x.com/TheAbomNoMan/status/2022314164685767033)  2026-02-13T14:17Z [---] followers, [---] engagements


"Good morning and happy weekend ☕ If youre interested in some reading on this long weekend I briefly summarized each of my holdings in this article $MKL $GHC $GOOGL $GOOG $JPM $BRKB $CVS $HHH https://t.co/kFlW6EtYbG https://t.co/kFlW6EtYbG"  
[X Link](https://x.com/TheAbomNoMan/status/2022674446977204579)  2026-02-14T14:09Z [---] followers, [---] engagements


"Excuse me what did he just say JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffetts insane pre [----] returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In [----] we introduced the law called Reg FD. And what was the point of https://t.co/8RauZBVVbQ JUST IN: Chamath Palihapitiya makes a big claim that Warren Buffetts insane pre [----] returns may have benefited from access to information asymmetry not available to the public Here's what he had to say: "In [----] we introduced the law called Reg FD. And what was the"  
[X Link](https://x.com/TheAbomNoMan/status/2022790700215988501)  2026-02-14T21:50Z [---] followers, [--] engagements


"Stanley Druckenmiller 30% for [--] years with zero down years: diversification is nonsense Warren Buffett 20% for [--] years: diversification is protection against ignorance A focused portfolio produces outsized returns but you must truly understand what you are focusing on Stanley Druckenmiller averaged 30% returns for [--] years. Zero losing years. His take on diversification: "nonsense." "I like putting all my eggs in one basket and then watching the basket very carefully." $10K invested with him in [----] became $26M by [----]. https://t.co/c4qvvQNjR8 Stanley Druckenmiller averaged 30% returns for"  
[X Link](https://x.com/TheAbomNoMan/status/2017776318486630451)  2026-02-01T01:45Z [--] followers, [--] engagements


"Say what you will about the absolute numbers that Truflation reports. However their trend has lined up well with the reported monthly inflation numbers from BLS for [----]. If this trend holds up it will be interesting to see how close Truflation is to Januarys CPI report next week. US CPI inflation dropped significantly today from 1.24% to 0.86% in our independent price data the lowest since [----]. Truflation US CPI today: 0.86% Y/Y The biggest downward drivers were: [--]. Utilities down -0.13% [--]. Clothing -0.08% [--]. Housing -0.05% [--]. Transport -0.05% [--]. Food https://t.co/HFef56JGyl US CPI"  
[X Link](https://x.com/TheAbomNoMan/status/2017932227158434089)  2026-02-01T12:05Z [--] followers, [--] engagements


"@CuriousMindsHub Love this book. It helped me better understand peoples psychological tendencies and brought a new perspective to understanding the investment market"  
[X Link](https://x.com/TheAbomNoMan/status/2018291238923800577)  2026-02-02T11:51Z [--] followers, [---] engagements


"@F_Compounders Walter probably works an average of three hours a day and takes fairly frequent six-week trips with his family This is the goal"  
[X Link](https://x.com/TheAbomNoMan/status/2018298709948153993)  2026-02-02T12:21Z [--] followers, [---] engagements


"@DividendRob A nice focused portfolio. Just curious what made you cut $GOOGL"  
[X Link](https://x.com/TheAbomNoMan/status/2018341468314722480)  2026-02-02T15:11Z [--] followers, [--] engagements


"@fifteenCAGR Totally agree. I have kept $SBUX in my peripheral and got excited when they brought in Niccol but they have a lot to of work to do to turn it around"  
[X Link](https://x.com/TheAbomNoMan/status/2018442886740918395)  2026-02-02T21:54Z [---] followers, [--] engagements


"@RihardJarc Remarkable how within [--] months $GOOGL went from going to be killed by AI to $GOOGL is a major leader in AI. Who could have thought that the worlds largest search engine could do such a thing"  
[X Link](https://x.com/TheAbomNoMan/status/2018450390669262928)  2026-02-02T22:24Z [---] followers, 10.8K engagements


"One of my favorite analogies for long-term investing: the Tour de France. [--] days of racing. [--] stages (each day is an individual race within the larger race). Fastest total time after [--] days: the Tour de France winner. Some stages are flat terrain. Some stages are uphill and downhill. Some stages are straight up a mountain. Some stages are suited to your abilities other stages are best suited for other racers. But the overall winner doesnt have to win every stage. They dont even have to win one stage. They just have to keep the best pace they can maintain over [--] days through the high Alps"  
[X Link](https://x.com/TheAbomNoMan/status/2018511037725581708)  2026-02-03T02:25Z [---] followers, [--] engagements


"@investingluc @KobeissiLetter I support this message. Unfortunately the CEO fails to recognize this and would rather blame people for being too poor to buy their food instead"  
[X Link](https://x.com/TheAbomNoMan/status/2018815316424536501)  2026-02-03T22:34Z [---] followers, [---] engagements


"@WillBiddy_ @dividendology You forgot about $ADBE"  
[X Link](https://x.com/TheAbomNoMan/status/2018850649421881427)  2026-02-04T00:54Z [---] followers, [---] engagements


"@ecommerceshares Im probably in the minority but I have never been able to climb aboard the value hype train of $PYPL $NVO or $ADBE. I dont own any $UNH but I understood the play"  
[X Link](https://x.com/TheAbomNoMan/status/2018853451543814447)  2026-02-04T01:05Z [---] followers, [---] engagements


"@Dividend_Dollar It is so counterintuitive and one of the marvels of the human mind"  
[X Link](https://x.com/TheAbomNoMan/status/2018998526420959257)  2026-02-04T10:42Z [---] followers, [--] engagements


"I started this account [--] week ago and today I just surpassed [---] followers. I want to thank all of you for following along. The whole point of this account was to bring simple rational and value-adding ideas to investing and the markets. As a result of your support on Friday I will be releasing an article that breaks down how I calculate intrinsic value for a business. I hope you might find it remotely useful. Thank you for your support https://twitter.com/i/web/status/2019195080284991894 https://twitter.com/i/web/status/2019195080284991894"  
[X Link](https://x.com/TheAbomNoMan/status/2019195080284991894)  2026-02-04T23:43Z [---] followers, [--] engagements


"@BoomerDivvies @Rajatsoni Hard to believe that guy has a CFA even harder to believe that people let him manage their money"  
[X Link](https://x.com/TheAbomNoMan/status/2019494626600591582)  2026-02-05T19:33Z [---] followers, [--] engagements


"@Polymarket That sure is a lot of zeroes"  
[X Link](https://x.com/TheAbomNoMan/status/2019495532889092481)  2026-02-05T19:37Z [---] followers, [----] engagements

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