# ![@TheRealDavey2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::533023712.png) @TheRealDavey2 Davey

Davey posts on X about in the, share, if you, business the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::533023712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::533023712/c:line/m:interactions.svg)

- [--] Week [------] +13%
- [--] Month [------] +170%
- [--] Months [-------] -62%
- [--] Year [-------] -63%

### Mentions: [--] [#](/creator/twitter::533023712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::533023712/c:line/m:posts_active.svg)

- [--] Week [--] -45%
- [--] Month [--] -36%
- [--] Months [---] -32%
- [--] Year [---] -12%

### Followers: [-----] [#](/creator/twitter::533023712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::533023712/c:line/m:followers.svg)

- [--] Week [-----] +0.02%
- [--] Month [-----] +0.22%
- [--] Months [-----] +0.63%
- [--] Year [-----] +9.80%

### CreatorRank: [---------] [#](/creator/twitter::533023712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::533023712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.7% [countries](/list/countries)  8.91% [stocks](/list/stocks)  5.94% [technology brands](/list/technology-brands)  4.95% [social networks](/list/social-networks)  2.97% [travel destinations](/list/travel-destinations)  0.99% [cryptocurrencies](/list/cryptocurrencies)  0.99% [celebrities](/list/celebrities)  0.99%

**Social topic influence**
[in the](/topic/in-the) 7.92%, [share](/topic/share) 5.94%, [if you](/topic/if-you) 4.95%, [business](/topic/business) 4.95%, [money](/topic/money) 4.95%, [investment](/topic/investment) 4.95%, [country](/topic/country) 4.95%, [pay](/topic/pay) 4.95%, [$humax](/topic/$humax) #4, [ai](/topic/ai) 3.96%

**Top accounts mentioned or mentioned by**
[@ecommerceshares](/creator/undefined) [@larryjamieson](/creator/undefined) [@zerohedge](/creator/undefined) [@doctorpep117](/creator/undefined) [@cheerwine](/creator/undefined) [@puppyeh1](/creator/undefined) [@davidpocock](/creator/undefined) [@natedawgo7](/creator/undefined) [@ronshamgar](/creator/undefined) [@jasonphill40479](/creator/undefined) [@valuedrift](/creator/undefined) [@kayburley](/creator/undefined) [@artiv3rse](/creator/undefined) [@bnonews](/creator/undefined) [@presidentaligy](/creator/undefined) [@nypost](/creator/undefined) [@brukliusa](/creator/undefined) [@joshbecker659](/creator/undefined) [@thestustustudio](/creator/undefined) [@st0nehenge](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [American Eagle Outfitters (AEO)](/topic/$aeo) [Micron Technology, Inc. (MU)](/topic/$mu) [PepsiCo, Inc. (PEP)](/topic/$pep)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$HUM.ax proxies for the upcoming EGM must be overwhelmingly FOR rolling this Board. Vote if you haven't. The Chairman has a big stake we need to overcome. Every vote counts Panic stations at $HUM.ax Trying to show ASIC their governance is improving. https://t.co/nAFO1BepoA Panic stations at $HUM.ax Trying to show ASIC their governance is improving. https://t.co/nAFO1BepoA"  
[X Link](https://x.com/TheRealDavey2/status/2021808710532862078)  2026-02-12T04:48Z [----] followers, [----] engagements


"Another amazing quarter from $ATZ.to Aritzia. Beat and raise. 34% comparable sales growth 🤯. Tracking ahead of next quarter guide. This business has been shooting the lights out. Amazing to watch. Idk what to say. This is one of the best executing retail businesses I've ever seen at scale with a long growth runway still ahead of it. And it's still growing strongly in its saturated historical market of Canada with 29% revenue growth. "Phenomenal" quarter "Business firing on all cylinders" "what we're experiencing right now. it's as close to impeccable execution as you can get" "trends"  
[X Link](https://x.com/TheRealDavey2/status/2009431893901758828)  2026-01-09T01:07Z [----] followers, [----] engagements


"$CCP.ax submitted a NBIO for $HUM.ax on [--] November [----]. The HUM board has STILL not entered into a confidentiality agreement with CCP or granted due diligence access. HUM has an EGM on [--] February - i.e. in [--] weeks - with resolutions to replace existing directors. Don't wait to vote. VOTE NOW. https://twitter.com/i/web/status/2018455830480523464 https://twitter.com/i/web/status/2018455830480523464"  
[X Link](https://x.com/TheRealDavey2/status/2018455830480523464)  2026-02-02T22:45Z [----] followers, 14.8K engagements


"I feel like $XRO.ax *should* be a big beneficiary of AI. They are perfectly placed to build tax and general accounting AI products that they can then distribute to their huge customer base. I know when I contact my accountant the first thing they ask me to do is reconcile my Xero. However with a CEO who imo displayed shocking judgment with a big US acquisition I very much question whether they have the right jockey to ride this horse into the AI future. https://twitter.com/i/web/status/2018963924750909586 https://twitter.com/i/web/status/2018963924750909586"  
[X Link](https://x.com/TheRealDavey2/status/2018963924750909586)  2026-02-04T08:24Z [----] followers, [----] engagements


"@DavidPocock The answer isnt to raise the gas tax its to cut the beer tax. Get your grubby hands out of my froth dogs"  
[X Link](https://x.com/TheRealDavey2/status/2021833981512364037)  2026-02-12T06:29Z [----] followers, [----] engagements


"Atlassian stock is down 73% over [--] year. I suspect the funding for this will not last. https://www.afr.com/wealth/people/annie-cannon-brookes-goes-solo-with-huge-southern-highlands-venture-20260210-p5o16butm_source=afr-web&utm_medium=share_article&utm_campaign=wealth&utm_content=afralldigital&utm_term=product_feature https://www.afr.com/wealth/people/annie-cannon-brookes-goes-solo-with-huge-southern-highlands-venture-20260210-p5o16butm_source=afr-web&utm_medium=share_article&utm_campaign=wealth&utm_content=afralldigital&utm_term=product_feature"  
[X Link](https://x.com/TheRealDavey2/status/2022198697812275314)  2026-02-13T06:38Z [----] followers, [----] engagements


"Doing work on a stock doesn't entitle you to a return"  
[X Link](https://x.com/TheRealDavey2/status/1745053052166664339)  2024-01-10T12:00Z [----] followers, 15.7K engagements


"I have just voted [-------] shares FOR all resolutions at the upcoming $HUM.ax EGM on [--] February [----]. If you are a shareholder on Interactive Brokers you can vote your shares using the following format: [--]. The meeting date - (enter here) [--]. AGM or EGM - (enter here) [--]. ISIN - (enter here) [--]. The quantity of shares to vote - (enter exact number here) [--]. Voting direction (FOR/AGAINST) for EACH resolution - (enter here) [--]. Voting is final and will be no further change - (please confirm) [--]. Client will hold the stocks until the meeting date - (please confirm) [--]. In the event the company extended"  
[X Link](https://x.com/TheRealDavey2/status/2016663628464959899)  2026-01-29T00:04Z [----] followers, 18K engagements


"If you hold $HUM.ax shares on Interactive Brokers to vote you need to go to: Message Center New Ticket click through to Contact Us send a message in the exact format below: I have just voted [-------] shares FOR all resolutions at the upcoming $HUM.ax EGM on [--] February [----]. If you are a shareholder on Interactive Brokers you can vote your shares using the following format: [--]. The meeting date - (enter here) [--]. AGM or EGM - (enter here) [--]. ISIN I have just voted [-------] shares FOR all resolutions at the upcoming $HUM.ax EGM on [--] February [----]. If you are a shareholder on Interactive Brokers"  
[X Link](https://x.com/TheRealDavey2/status/2021782298111455486)  2026-02-12T03:03Z [----] followers, [----] engagements


"The headline is inaccurate. The proposal is to ban immigrants from terrorist controlled regions of certain countries not all immigrants from those countries. While sensible it would have a minor impact on overall immigration numbers. This policy doesnt win over voters leaning One Nation. The Liberal Party has proposed banning immigrants from [--] countries including Egypt Palestine and the Philippines in a leaked policy revealed by Sky News. https://t.co/7OIRLFo4CB The Liberal Party has proposed banning immigrants from [--] countries including Egypt Palestine and the Philippines in a leaked"  
[X Link](https://x.com/TheRealDavey2/status/2023240541547516172)  2026-02-16T03:38Z [----] followers, [----] engagements


"Repeat after me: funds management is a marketing business. Show me a worse track record than this guy Fucking disgusting that hes a billionaire. Absolute grifter. https://t.co/eL27ccArBD Show me a worse track record than this guy Fucking disgusting that hes a billionaire. Absolute grifter. https://t.co/eL27ccArBD"  
[X Link](https://x.com/anyuser/status/1959423158731370500)  2025-08-24T01:11Z [----] followers, 11.2K engagements


"@NatedawgO7 The solution is to cut the welfare not increase taxes"  
[X Link](https://x.com/anyuser/status/1960249356390715444)  2025-08-26T07:54Z [----] followers, [----] engagements


"$AEO [--] days ago I presented my deep research on American Eagle. The stock is up 22% since. I would like to present my proprietary research on $AEO American Eagle. This reflects hours of research deep company knowledge and broad industry understanding* A forensic reading of the company's most recent call transcript reveals an important under looked detail critical https://t.co/GFOCwkXsbT I would like to present my proprietary research on $AEO American Eagle. This reflects hours of research deep company knowledge and broad industry understanding* A forensic reading of the company's most recent"  
[X Link](https://x.com/TheRealDavey2/status/1996354762334494893)  2025-12-03T23:04Z [----] followers, [----] engagements


"@ecommerceshares I think the selloff makes sense given the earnings miss by gold today"  
[X Link](https://x.com/TheRealDavey2/status/2017362169080467529)  2026-01-30T22:19Z [----] followers, [---] engagements


"@ecommerceshares One thing that I've learned in markets is that its never priced in until it obviously is and even then itll run more"  
[X Link](https://x.com/TheRealDavey2/status/2017382947335381073)  2026-01-30T23:42Z [----] followers, [---] engagements


"@RonShamgar even if vote fails hopefully we can tender to CCP and force a sale/bidding war between CCP and AA. Best value will come from rolling the board though imo"  
[X Link](https://x.com/TheRealDavey2/status/2018498319216239094)  2026-02-03T01:34Z [----] followers, [---] engagements


"No surprise the RBA hikes rates. The Albanese Labor Government has done quite literally nothing to address inflation. They have actually been throwing fuel on the fire with massive Government spending"  
[X Link](https://x.com/TheRealDavey2/status/2018529452821762555)  2026-02-03T03:38Z [----] followers, [----] engagements


"The SaaSmageddon has longer to run. The narrative that AI will compete with software incumbents is only just taking hold and will take time to run its course in markets. This will eventually give way to the realisation that in many cases AI competitors simply so not have the distribution. Many SaaS incumbents are ideally positioned to push AI products of their own. This is a massive test for SaaS CEOs. Will they embrace AI or be left behind Most will be found wanting"  
[X Link](https://x.com/TheRealDavey2/status/2018914794653524419)  2026-02-04T05:09Z [----] followers, [----] engagements


"@JasonPhill40479 Dont worry $MU is cheap while you wait"  
[X Link](https://x.com/TheRealDavey2/status/2018916782699164098)  2026-02-04T05:17Z [----] followers, [---] engagements


"I hate this framing - the idea that peoples money is "forgone revenue""  
[X Link](https://x.com/TheRealDavey2/status/2019337259619909782)  2026-02-05T09:08Z [----] followers, [---] engagements


"If the market starts valuing $GOOG like a railway - instead of a search business that biannually the market thinks is being disrupted and going to zero - the multiple is going *way* up. The trillion dollar question for $GOOG shares is: what multiple will investors assign to a business that will burn through $50 billion in cash this year And this isn't a one-off capex binge. this is a permanent shift in the business model from a capital light compounder to The trillion dollar question for $GOOG shares is: what multiple will investors assign to a business that will burn through $50 billion in"  
[X Link](https://x.com/TheRealDavey2/status/2019354876753637469)  2026-02-05T10:18Z [----] followers, [----] engagements


"@valuedrift David Sacks is in charge of AI. No risk admin shifts neg"  
[X Link](https://x.com/TheRealDavey2/status/2019604889316520395)  2026-02-06T02:51Z [----] followers, [---] engagements


"$PME trades at 62x revenue. For shareholders to receive a payback on investment based on current annual dividends would take [---] years"  
[X Link](https://x.com/anyuser/status/1164358536303788032)  2019-08-22T02:08Z [----] followers, [--] engagements


"The best thing about having positions in multiple markets is that you can lose money 24/6"  
[X Link](https://x.com/anyuser/status/1232960021434003456)  2020-02-27T09:25Z [----] followers, [--] engagements


"Just under [--] months ago I initated a position in a business I would never have heard of but for Twitter. Today the unrealised profit is $667k. The value of this community is remarkable"  
[X Link](https://x.com/anyuser/status/1277859570946207744)  2020-06-30T07:00Z [----] followers, [--] engagements


"The CEO of my largest holding owns 33.32% of the company (the max he can own as 33.33% would trigger a takeover offer requirement) worth 120m draws a salary of only 600k and doesn't issue himself free shares/options. I wish all my holdings CEOs were so aligned"  
[X Link](https://x.com/anyuser/status/1385524799762354176)  2021-04-23T09:23Z [----] followers, [--] engagements


"Bought a house in Sydney today. May God have mercy on my soul"  
[X Link](https://x.com/anyuser/status/1393375283361714178)  2021-05-15T01:18Z [----] followers, [--] engagements


"FY21 +157% It was a target rich environment. Missed a lot of opportunities I shouldn't have. Position sizing still needs work. Grateful to all the investors I've met through Twitter who talk stocks with me 🙌. This year I'm thinking about publicly sharing more on my holdings"  
[X Link](https://x.com/anyuser/status/1412225912548958211)  2021-07-06T01:44Z [----] followers, [--] engagements


"$DDR Did this guy really release a statement saying he sold shares to buy a private jet Legend"  
[X Link](https://x.com/anyuser/status/1432904065810243586)  2021-09-01T03:12Z [----] followers, [--] engagements


"In some recent personal news I paid a lot of money for a commodity asset with a poor ESG history"  
[X Link](https://x.com/anyuser/status/1463331145429315586)  2021-11-24T02:18Z [----] followers, [---] engagements


"I'm going to start a new alpha-rich strategy in [----] - move to Sweden"  
[X Link](https://x.com/anyuser/status/1477412533103255555)  2022-01-01T22:52Z [----] followers, [--] engagements


"Sold the last of my $CELH for a 25-bagger. I think the company has huge growth opportunities ahead of it but my original thesis has fully played out valuation is no longer cheap growth is slowing and there are transitional risks moving to Pepsi. Best of luck to shareholders"  
[X Link](https://x.com/anyuser/status/1557519917624090624)  2022-08-11T00:11Z [----] followers, [--] engagements


"Stuck in isolation. Toughing it out as best I can"  
[X Link](https://x.com/anyuser/status/1606554157795934208)  2022-12-24T07:35Z [----] followers, 11.8K engagements


"@Larryjamieson_ Aus/NZ disc spend is going to be absolutely smashed. 100% chance of recession imo"  
[X Link](https://x.com/TheRealDavey2/status/1673182167734841344)  2023-06-26T04:11Z [----] followers, [----] engagements


"$WCG.AX Webcentral just announced the sale of the majority of its domains and hosting business. On close it will have 25c per share of net cash (vs current share price of 25.5c). It will also retain a $20m equity stake in the domains and hosting business (valued at 6c per share)"  
[X Link](https://x.com/anyuser/status/1717708399339856074)  2023-10-27T01:02Z [----] followers, 120.1K engagements


"1/n $PAC.AX thread. Not investment advice. On [--] July Regal announced an unsolicited NBIO for PAC valued at $10.77 per share (2.2 GQG + $7.50 cash). It also announced entry into an agreement with River Capital PACs largest sh at 19%"  
[X Link](https://x.com/TheRealDavey2/status/1720210707139211474)  2023-11-02T22:46Z [----] followers, 20.1K engagements


"@KayBurley You asked a deliberately inflammatory and absurd question in the hope of eliciting a strong response to get views. If your previous guest suggested the Holocaust was a good thing would you have put that to him as well You're a disgrace"  
[X Link](https://x.com/anyuser/status/1727922657403040233)  2023-11-24T05:30Z [----] followers, [----] engagements


"Being right but sizing too small feels as bad as being wrong"  
[X Link](https://x.com/anyuser/status/1746336360636760340)  2024-01-14T01:00Z [----] followers, [----] engagements


"1/n🧵The investing wisdom of Winnie the Pooh While Pooh Bears love of honey is well known few know that he is a great investor. This thread will share some of Poohs investing wisdom with you. Pooh is a strong advocate of buy and hold investing popularised by Warren Buffett saying that Doing nothing often leads to the very best of something"  
[X Link](https://x.com/anyuser/status/1749986041145286818)  2024-01-24T02:42Z [----] followers, 21.4K engagements


"@ARTiV3RSE These results lack everything that makes the originals what they are. Actually a great thread highlighting how bad gen AI is"  
[X Link](https://x.com/anyuser/status/1755181514151846397)  2024-02-07T10:47Z [----] followers, 28.6K engagements


"I'm very good at identifying good investments and not buying them. It's my superpower"  
[X Link](https://x.com/anyuser/status/1759743863185625532)  2024-02-20T00:56Z [----] followers, [----] engagements


"To think - I have the power to wipe hundreds of billions of dollars off $NVDA's valuation and all I have to do is purchase one share"  
[X Link](https://x.com/anyuser/status/1760629021988331977)  2024-02-22T11:34Z [----] followers, 26.1K engagements


"The Reddit CEO and CFO were paid a combined $285 million in [----] including stock options. Ok then"  
[X Link](https://x.com/TheRealDavey2/status/1760818646207893874)  2024-02-23T00:07Z [----] followers, 216K engagements


"If you don't think r/WallStBets degens are going to go max long Reddit calls and then start clicking every ad they are served on the website to pump earnings you don't understand Reddit. $REDDIT"  
[X Link](https://x.com/anyuser/status/1760831778288497097)  2024-02-23T00:59Z [----] followers, 25K engagements


"@BNONews @zerohedge That's a rapid unscheduled disassembly not an explosion"  
[X Link](https://x.com/TheRealDavey2/status/1767767536576405666)  2024-03-13T04:19Z [----] followers, 42.8K engagements


"I sold the lost of my $CELH stock for $100. Yesterday the price traded above $99. There's been a 3-for-1 share split in the meantime. It was my biggest position"  
[X Link](https://x.com/anyuser/status/1768425052402581557)  2024-03-14T23:52Z [----] followers, [----] engagements


"$PTM.ax how do you turn this around Kerr isn't coming back. Seems to me it needs to be bought out by a GQG or similar and the investment teams replaced by the acquirer. Career risk of recommending Platinum funds too high"  
[X Link](https://x.com/TheRealDavey2/status/1772769576876757225)  2024-03-26T23:36Z [----] followers, [----] engagements


"My son was born this month [--] year ago. While his gains are greater than mine I'm happy to say I haven't missed a single dinner or bath time because of work"  
[X Link](https://x.com/anyuser/status/1773217921667309578)  2024-03-28T05:17Z [----] followers, 13K engagements


"The hypocrisy is amazing. A journalist from the national broadcaster of Britain a state that happily exploited natural resources and entire other countries throughout its history propelling the country and its people to great wealth and prosperity lecturing an African developing country on extracting its own reserves of oil to give its people a better life. Absolutely disgraceful and exposes so much that is wrong with the Western climate change agenda which espouses wealth and prosperity for me not for thee. Let me stop you right there Caribbean nation Guyana is booming after discovering oil."  
[X Link](https://x.com/anyuser/status/1773861967201186235)  2024-03-29T23:57Z [----] followers, 92.8K engagements


"Things the NDIS will pay for: - prostitutes - holiday accommodation ("respite") - someone to clean your house - someone to walk your dog - a nanny for your child - paedophiles - expenses as a result of depression brought on by your decision to abuse drugs and alcohol"  
[X Link](https://x.com/anyuser/status/1778643761972773050)  2024-04-12T04:38Z [----] followers, [----] engagements


"Greens Senator threatens Woolworths CEO with prison time because he doesn't know the company's Return on Equity off the top of his head. What a clown. Stop voting for these idiots"  
[X Link](https://x.com/anyuser/status/1780046930988740784)  2024-04-16T01:33Z [----] followers, 11.5K engagements


"@nypost In related news the average IQ of the Google workforce ticked up slightly after new retrenchments"  
[X Link](https://x.com/anyuser/status/1780784995097063790)  2024-04-18T02:26Z [----] followers, 11.4K engagements


"@BruKli_USA @joshbecker659 That was a dream as evidenced by him holding Mariko's cross which we see him later drop into the sea. He doesn't have any flash forwards after doing so. He accepts his fate that he will stay in Japan"  
[X Link](https://x.com/anyuser/status/1782931798747746718)  2024-04-24T00:37Z [----] followers, [----] engagements


"@thestustustudio They look exactly as I imagined lmao"  
[X Link](https://x.com/anyuser/status/1787727737572237465)  2024-05-07T06:14Z [----] followers, [----] engagements


"After a combined [---] years of benefiting from the cheap and abundant energy provided by oil two elder people demand a harder life for current and future generations. 🚨 BREAKING: JUST STOP OIL BREAK MAGNA CARTA GLASS 🔥 Reverend Dr Sue Parfitt [--] and Judy Bruce [--] then glued their hands together demanding an emergency plan to just stop oil by [----]. ✈ Donate to help us take action at airports this summer https://t.co/R20S8YQD1j https://t.co/uYMsvULce2 🚨 BREAKING: JUST STOP OIL BREAK MAGNA CARTA GLASS 🔥 Reverend Dr Sue Parfitt [--] and Judy Bruce [--] then glued their hands together demanding an"  
[X Link](https://x.com/anyuser/status/1789097585657229373)  2024-05-11T00:57Z [----] followers, [----] engagements


"Today in the NDIS: [--]. The NDIS Minister hires an NDIS speechwriter for $620000 over [--] years [--]. NDIS participants receives $357000 per year. Taxpayer apparently funding every expense in his life. Even then how does it cost so much This is more than partners at accounting firms are on. [--]. NDIS plan providers that aren't qualified to to run a lemonade stand steal money from participants making them homeless and racking up millions in debts. Individuals involved not in jail"  
[X Link](https://x.com/anyuser/status/1797760458692407766)  2024-06-03T22:41Z [----] followers, 10.2K engagements


"@ST0NEHENGE [--] months jail and [-----] fine each"  
[X Link](https://x.com/anyuser/status/1803417874511569030)  2024-06-19T13:21Z [----] followers, 382.8K engagements


"@Mon4Kooyong If only we lived in a country with abundant uranium no seismic activity and a well-educated workforce"  
[X Link](https://x.com/anyuser/status/1803629388900213240)  2024-06-20T03:22Z [----] followers, [----] engagements


"@AMAZlNGNATURE Cerberus and I feel like there's no other option. Cerberus is the name of Hades dog. In Greem mythology Hades is the God of the dead and king of the underworld"  
[X Link](https://x.com/anyuser/status/1804499541301108884)  2024-06-22T12:59Z [----] followers, 13.6K engagements


"@DoctorPep117 @cheer_wine Law school is fantastic. Being a lawyer is a terrible"  
[X Link](https://x.com/anyuser/status/1804648772875817059)  2024-06-22T22:52Z [----] followers, [----] engagements


"@DoctorPep117 @cheer_wine Lol. You'll go far"  
[X Link](https://x.com/anyuser/status/1804703640701297003)  2024-06-23T02:30Z [----] followers, [----] engagements


"@mikegalsworthy This is a terrible take - only one candidate needs performance enhancing drugs and everyone knows that's Biden. Stewart tries to imply Trump suffers the same problems. Simply not true"  
[X Link](https://x.com/anyuser/status/1806596300726759565)  2024-06-28T07:51Z [----] followers, 39.7K engagements


"@Kiwi_Force @dieworkwear is this the right suit for combat"  
[X Link](https://x.com/TheRealDavey2/status/1806680978519466284)  2024-06-28T13:28Z [----] followers, 128.5K engagements


"Another FY in the bag. Time to count the chips. Can't complain with the performance but a few big missed opportunities this year unfortunately"  
[X Link](https://x.com/anyuser/status/1807197965783875861)  2024-06-29T23:42Z [----] followers, 20.1K engagements


"@BucknSF Yeah this guy didn't do anything wrong"  
[X Link](https://x.com/anyuser/status/1807938035960762459)  2024-07-02T00:43Z [----] followers, [----] engagements


"@misha_saul Inspiring reaction. Gets shot and gets back up. Can't keep him down. Much like America. Religious folks will consider him protected by God. Going to be an absolute landslide victory up and down the ticket"  
[X Link](https://x.com/anyuser/status/1812266152669884833)  2024-07-13T23:21Z [----] followers, 39K engagements


"@LHSummers The opportunity for price controls. The opportunity for bread lines"  
[X Link](https://x.com/anyuser/status/1827119764776612312)  2024-08-23T23:04Z [----] followers, [---] engagements


"@AndySwan and she's blocking the word "vice" on the seal behind her ;)"  
[X Link](https://x.com/anyuser/status/1840741666514456720)  2024-09-30T13:13Z [----] followers, 12.3K engagements


"@AutismCapital This guy is so hilarious imagine not wanting [--] more years"  
[X Link](https://x.com/anyuser/status/1844130432616628544)  2024-10-09T21:38Z [----] followers, [----] engagements


"$KSPI buys 65% of $HEPS at an implied value of $5.36 per share shares trading at $3.85 pre market. 39% spread. Assume this deal will close and KSPI will buy out minorities at some point. In the meantime HEPS minority shareholders get to benefit from KSPI's expertise"  
[X Link](https://x.com/TheRealDavey2/status/1847225508075110692)  2024-10-18T10:37Z [----] followers, 10.9K engagements


"If Victorians keep electing morons like Lidia Thorpe can we please just detach the entire State from Australia"  
[X Link](https://x.com/TheRealDavey2/status/1848221712489545757)  2024-10-21T04:36Z [----] followers, 23.6K engagements


"@senatorbabet Not only was it disrespectful to the King it was also disrespectful to Australia as he is our Head of State not to mention embarrassing for both herself and us as a country to have such deranged representatives"  
[X Link](https://x.com/anyuser/status/1848252532570587490)  2024-10-21T06:38Z [----] followers, 11.1K engagements


""We've never had a black female president. I still have to pay taxes.""  
[X Link](https://x.com/anyuser/status/1849999038336335970)  2024-10-26T02:18Z [----] followers, 83.8K engagements


"@tanayj @Biohazard3737 Love that he actually had some proprietary research backing up the bet. Not just a crazed rich Frenchman"  
[X Link](https://x.com/TheRealDavey2/status/1854337797793948022)  2024-11-07T01:39Z [----] followers, [----] engagements


"@purplepingers @VictoriaPolice"  
[X Link](https://x.com/anyuser/status/1864815715225899471)  2024-12-05T23:34Z [----] followers, 49K engagements


"@cricketcomau Shoulder checking a [--] year old lmao what a loser"  
[X Link](https://x.com/anyuser/status/1872094360956961184)  2024-12-26T01:37Z [----] followers, 12.4K engagements


"Chalmers and Albanese are trying to push through their tax on unrealised capital gains on changes in super portfolio value above $3m. This is your reminder that politicians with defined benefit schemes have exempted themselves from this tax (by allowing it to be deferred thereby avoiding all the cash flow problems and loss of compounding). Albanese's defined benefit is worth $6.5m by my calculations. @GeoffWilsonWAM @TheAustralian @FinancialReview"  
[X Link](https://x.com/anyuser/status/1886910049400021224)  2025-02-04T22:49Z [----] followers, 20.8K engagements


"It's surprising how poor the quality of most stock writeups is. There is ample resources available to learn from. Most writeups are characterised by a repetition of management talking points unsupported assertions that the company is "quality" and a complete lack of any analysis. The thesis often boils down to nothing more than hope. Valuations tend to be along the lines of "if it grows at 20% pa for [--] years and trades at 10x EBIT it's a double" without explaining why it will grow at 20% or why it deserves a 10x multiple"  
[X Link](https://x.com/TheRealDavey2/status/1896359549764092273)  2025-03-03T00:38Z [----] followers, 58.3K engagements


"@SharriMarkson How about he cancel all the visas of Australian residents that also attended"  
[X Link](https://x.com/anyuser/status/1897524619990475106)  2025-03-06T05:48Z [----] followers, [---] engagements


"@zerohedge Buy the market short J&J"  
[X Link](https://x.com/anyuser/status/1899087192213102633)  2025-03-10T13:17Z [----] followers, [----] engagements


"@ArtCandee @elonmusk @ThomasMHern This you https://x.com/ArtCandee/status/1887186822226178454s=19 Unelected bureaucrat says what Rep. Dan Goldman is an heir to the Levi Strauss fortune. He should bury Elon Musk with a defamation lawsuit. https://t.co/Va9pOLvLLP https://x.com/ArtCandee/status/1887186822226178454s=19 Unelected bureaucrat says what Rep. Dan Goldman is an heir to the Levi Strauss fortune. He should bury Elon Musk with a defamation lawsuit. https://t.co/Va9pOLvLLP"  
[X Link](https://x.com/anyuser/status/1903313702700585165)  2025-03-22T05:12Z [----] followers, [----] engagements


"The 47% tax rate kicking in at $190k is probably about $100k earlier than it should be. Country is so cooked"  
[X Link](https://x.com/anyuser/status/1907243055834607724)  2025-04-02T01:25Z [----] followers, 73.8K engagements


"@stingerdelux "it's ok to take money from people that aren't me" thanks for your contribution"  
[X Link](https://x.com/anyuser/status/1907418801882492988)  2025-04-02T13:04Z [----] followers, [----] engagements


"Lets recap where we're at: [--]. Trump has placed base 10% tariffs on all imports [--]. Trump has placed higher country-specific tariffs on countries based on trade deficits not reciprocal tariff rates [--]. Tariffs rates are arbitrarily and nonsensically calculated based on trade deficits the absurdity of which is highlighted by Lesotho being tariffed 50%. Lesotho is an incredibly poor country where greater than half the population lives on less than US$4.00 per day and unsurprisingly Lesotho cannot afford to buy US goods so has a large percentage but tiny dollar figure trade deficit with the US. Not"  
[X Link](https://x.com/TheRealDavey2/status/1908043849102176463)  2025-04-04T06:27Z [----] followers, 31.2K engagements


"@BillAckman @realDonaldTrump He's doubling down on targeting trade deficits. How long until two-thirds of congress pass a law stripping him of tariff powers"  
[X Link](https://x.com/anyuser/status/1909026218516815888)  2025-04-06T23:31Z [----] followers, 30.5K engagements


"We don't bottom until someone writes up cash on VIC"  
[X Link](https://x.com/anyuser/status/1909042039104369053)  2025-04-07T00:34Z [----] followers, [----] engagements


"@SocialPowerOne1 Lol the RJK Jr one is pretty good"  
[X Link](https://x.com/anyuser/status/1909083302805352540)  2025-04-07T03:18Z [----] followers, 13.1K engagements


"@tunguz You can just say naval"  
[X Link](https://x.com/anyuser/status/1910511214809276905)  2025-04-11T01:52Z [----] followers, 11.1K engagements


"It's actually much worse than this. The politicians and bureaucrats get to defer the tax. Whys that a big deal Well the only thing people are complaining about is the tax on unrealised capital gains. This creates liquidity problems denies the benefit of compounding and results in double taxation (you pay regular CGT when you sell the asset to fund the unrealised capital gains tax bill). By being able to defer the tax politicians avoid all of these problems. In effect they are not taxed on unrealised gains unlike everyone else. They also don't face double taxation because that's not how"  
[X Link](https://x.com/anyuser/status/1924078403931541892)  2025-05-18T12:23Z [----] followers, 13.2K engagements


"@plebcapital Our taxes pay for this rort"  
[X Link](https://x.com/anyuser/status/1924612738124480711)  2025-05-19T23:46Z [----] followers, [----] engagements


"1/n I don't often write up investments but today I'm going to profile an undiscovered growth gem. Recent market fluctuations and tariff turmoil mean that investors have yet to catch on to the massive growth inflection this investment is undergoing. The future looks very bright"  
[X Link](https://x.com/anyuser/status/1926827616562028953)  2025-05-26T02:27Z [----] followers, 12.5K engagements


"@RampCapitalLLC Lmao credit where credits due great comeback"  
[X Link](https://x.com/anyuser/status/1928248473914122565)  2025-05-30T00:33Z [----] followers, [----] engagements


"@LearnWithBishal Circular icons. What a breakthrough"  
[X Link](https://x.com/anyuser/status/1929053865384747302)  2025-06-01T05:54Z [----] followers, [----] engagements


"Good morning Australia. Wake up. From the AFR: "At [--] per cent growth NDIS spending doubles every nine years a sure fire pathway to fiscal oblivion. There is no chance a majority of Australians would support a policy that costs every Australian taxpayer $3500 today let alone $7000 in nine years time. Enough is enough Hamilton said.""  
[X Link](https://x.com/TheRealDavey2/status/1941674949086679395)  2025-07-06T01:45Z [----] followers, [----] engagements


"If you want to make it in this game you gotta be hitting the bid as your thesis is confirmed even as the stock rips higher. And always remember only losers average losers"  
[X Link](https://x.com/anyuser/status/1942860392931418410)  2025-07-09T08:16Z [----] followers, [----] engagements


"@Larryjamieson_ Pay a good price Do nothing Stock hits crazy valuation Do nothing you're a long term investor Stock round-trips your purchase price Sell"  
[X Link](https://x.com/anyuser/status/1944359107529408755)  2025-07-13T11:31Z [----] followers, [----] engagements


"Reading a fund update had to laugh at this line: "despite already being a 10-bagger for the fund still trades at just 1x earnings""  
[X Link](https://x.com/anyuser/status/1945271592961106418)  2025-07-15T23:57Z [----] followers, 10.6K engagements


"It is genuinely mind blowing how bad Gmail search is. No matter what you search it seemingly returns every email you've ever received"  
[X Link](https://x.com/anyuser/status/1947877812444270936)  2025-07-23T04:33Z [----] followers, [----] engagements


"Look at the deranged comments to this post. Australian's are disgustingly entitled people. Expectation that welfare is your God-given right as an Australian. This country is cooked. Genuinely looks like its beyond saving. The productive few are carrying an ever increasing burden of welfare for the wealthy rorters and criminals. Do we need to be providing taxpayer funded welfare to those that are top quartile wealthy based on their total assets held If so why https://t.co/Rjb4bCp7hF Do we need to be providing taxpayer funded welfare to those that are top quartile wealthy based on their total"  
[X Link](https://x.com/anyuser/status/1949279384835326331)  2025-07-27T01:23Z [----] followers, 14.1K engagements


"$PME is up 943% since this tweet. $PME trades at 62x revenue. For shareholders to receive a payback on investment based on current annual dividends would take [---] years. $PME trades at 62x revenue. For shareholders to receive a payback on investment based on current annual dividends would take [---] years"  
[X Link](https://x.com/anyuser/status/1955846963808837683)  2025-08-14T04:20Z [----] followers, 30.3K engagements


"@taobanker $CARG any view on why the incremental EBITDA margins are trending in the wrong direction Incrementals in the 60-70% range dropped to 43% last Q and guide is for like 28% (32% if u exc wind down cost)"  
[X Link](https://x.com/TheRealDavey2/status/1993516668711227476)  2025-11-26T03:06Z [----] followers, [---] engagements

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