# ![@WWillowResearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1836360138908655616.png) @WWillowResearch WhiteWillowResearch

WhiteWillowResearch posts on X about $lb, $tpl, $bats, $pm the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1836360138908655616/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1836360138908655616/c:line/m:interactions.svg)

- [--] Week [-----] +341%
- [--] Month [------] +259%
- [--] Months [------] -29%
- [--] Year [-------] +6,720%

### Mentions: [--] [#](/creator/twitter::1836360138908655616/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1836360138908655616/c:line/m:posts_active.svg)

- [--] Week [--] +122%
- [--] Month [--] +90%
- [--] Months [---] -29%
- [--] Year [---] +2,573%

### Followers: [---] [#](/creator/twitter::1836360138908655616/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1836360138908655616/c:line/m:followers.svg)

- [--] Week [---] +3.80%
- [--] Month [---] +8.50%
- [--] Months [---] +59%
- [--] Year [---] +10,933%

### CreatorRank: [---------] [#](/creator/twitter::1836360138908655616/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1836360138908655616/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56% [finance](/list/finance)  26% [cryptocurrencies](/list/cryptocurrencies)  8% [technology brands](/list/technology-brands)  7% [countries](/list/countries)  2% [financial services](/list/financial-services)  1% [luxury brands](/list/luxury-brands)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[$lb](/topic/$lb) #26, [$tpl](/topic/$tpl) #22, [$bats](/topic/$bats) #11, [$pm](/topic/$pm) #45, [$owl](/topic/$owl) 8%, [$mo](/topic/$mo) 8%, [ai](/topic/ai) 7%, [$miax](/topic/$miax) #2, [$bn](/topic/$bn) #31, [money](/topic/money) 5%

**Top accounts mentioned or mentioned by**
[@leonelissen](/creator/undefined) [@longequity](/creator/undefined) [@310value](/creator/undefined) [@caiguy](/creator/undefined) [@nicotinecap](/creator/undefined) [@leveragevaluep](/creator/undefined) [@vince85623723](/creator/undefined) [@lioncubsfund](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@sharkchart](/creator/undefined) [@richardersted](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@valueinvest12](/creator/undefined) [@genevievearizo1](/creator/undefined) [@jay21](/creator/undefined) [@calvinfroedge](/creator/undefined) [@peterlukacsr](/creator/undefined) [@simeonresearch](/creator/undefined) [@speedwellllc](/creator/undefined) [@strategicsin](/creator/undefined)

**Top assets mentioned**
[LandBridge Company LLC (LB)](/topic/$lb) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Philip Morris International Inc. (PM)](/topic/$pm) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Altria Group Inc (MO)](/topic/$mo) [Miami International Holdings, Inc. (MIAX)](/topic/$miax) [Brookfield Corporation (BN)](/topic/$bn) [Bitcoin (BTC)](/topic/bitcoin) [British American Tobacco (BTI)](/topic/$bti) [Microsoft Corp. (MSFT)](/topic/microsoft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Basic Attention (BAT)](/topic/$bat) [Oscar Health, Inc.  (OSCR)](/topic/$oscr) [Centene Corp (CNC)](/topic/$cnc) [Dell Technologies, Inc. (DELL)](/topic/dell) [Iris Energy Limited (IREN)](/topic/$iren) [Palantir Technologies Inc. (PLTR)](/topic/$pltr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"And what do data centers need Cheap reliable energy space and water. $TPL $LB AI data center capacity is projected to grow from [--] GW in [----] to [--] GW by 2034more than a tenfold increase. See why this surge represents a once-in-a-generation investment opportunity in our report Building the Backbone of AI: https://t.co/6WwxEYwJQR https://t.co/Wl8iTiP1tn AI data center capacity is projected to grow from [--] GW in [----] to [--] GW by 2034more than a tenfold increase. See why this surge represents a once-in-a-generation investment opportunity in our report Building the Backbone of AI:"  
[X Link](https://x.com/WWillowResearch/status/1995953013442421243)  2025-12-02T20:27Z [---] followers, [----] engagements


"I tested the article tool and republished the $MIAX article (shortened) https://t.co/t91uYcp0X4 https://t.co/t91uYcp0X4"  
[X Link](https://x.com/WWillowResearch/status/2015744399922073982)  2026-01-26T11:11Z [---] followers, [---] engagements


"@LeoNelissen neither but $LB $TPL"  
[X Link](https://x.com/WWillowResearch/status/2016826905157058755)  2026-01-29T10:52Z [---] followers, [---] engagements


"Bad day for $OWL $KKR $BAM $BN seems like they are falling out of favour. Expecting strong Q4/FY results from all of them"  
[X Link](https://x.com/WWillowResearch/status/2018743651296493703)  2026-02-03T17:49Z [---] followers, [---] engagements


"You know what will never be disrupted by Ai Nicotine $BATS $PM Merci Anthropic. https://t.co/2QAPPw1b9k Merci Anthropic. https://t.co/2QAPPw1b9k"  
[X Link](https://x.com/WWillowResearch/status/2018760396904018105)  2026-02-03T18:56Z [---] followers, [---] engagements


"@SharkChart $DPRO would also be interesting"  
[X Link](https://x.com/WWillowResearch/status/2019411492307964305)  2026-02-05T14:03Z [---] followers, [---] engagements


"Opened a position in $ELE I like the management and their approach to build long term value. Still trading at a discount compared to peers (P/NAV) Not a Gold purely. Nice diversification"  
[X Link](https://x.com/WWillowResearch/status/2019800008149618801)  2026-02-06T15:47Z [---] followers, [---] engagements


"Very satisfied with the $PM results"  
[X Link](https://x.com/WWillowResearch/status/2019801730653810732)  2026-02-06T15:53Z [---] followers, [---] engagements


"@LeoNelissen $MIAX is prepared to follow in their footsteps"  
[X Link](https://x.com/WWillowResearch/status/2020080210524156078)  2026-02-07T10:20Z [---] followers, [---] engagements


"While Velo+ US success stole the show I think we should not forget the insane leverage the Brand has in Europe. There is pretty much no competition Impressed with the $BATS results Impressed with the $BATS results"  
[X Link](https://x.com/WWillowResearch/status/2021940565147836727)  2026-02-12T13:32Z [---] followers, [----] engagements


"The market still doesn't care at all $TPL"  
[X Link](https://x.com/WWillowResearch/status/2000924761346727970)  2025-12-16T13:43Z [---] followers, [----] engagements


"$MIAX a long term bet on market infrastructure and "royalty collection" on capitalism The Thesis: $MIAX represents a rare arbitrage opportunity to acquire a high-growth financial utility at a distressed valuation. The market currently prices MIAX (2.7x Sales) as a speculative tech startup due to optical GAAP losses driven by one-time IPO costs. In reality it is a vertically integrated exchange powerhouse with 18% of the U.S. options market "Blue-Chip" longevity and a proprietary clearing license (MGEX) that acts as an unassailable economic moat. Key Drivers: The "Latency Arms Race": MIAX"  
[X Link](https://x.com/WWillowResearch/status/2011172955816874363)  2026-01-13T20:26Z [---] followers, [---] engagements


"@caiguy @nicotinecap $BN $OWL $LB $TPL Have some articles on the website (all free)"  
[X Link](https://x.com/WWillowResearch/status/2019492197465215466)  2026-02-05T19:23Z [---] followers, [---] engagements


"Will probably cycle my $PM position into $MIAX Great margins great growth runway and discounted to peers"  
[X Link](https://x.com/WWillowResearch/status/2020133491514446016)  2026-02-07T13:52Z [---] followers, [---] engagements


"@LeoNelissen $TPL and $LB once the market realizes that land (space) will be the real bottleneck. There is only so much usable S tier grade land"  
[X Link](https://x.com/WWillowResearch/status/2020898694267068573)  2026-02-09T16:32Z [---] followers, [---] engagements


"So people call everything a moat nowadays"  
[X Link](https://x.com/WWillowResearch/status/2021183859639951847)  2026-02-10T11:25Z [---] followers, [--] engagements


"@LeoNelissen You can create entire classes with Ai. Dont see any moat in $DUOL"  
[X Link](https://x.com/WWillowResearch/status/2021650947613790212)  2026-02-11T18:22Z [---] followers, [---] engagements


"Impressed with the $BATS results"  
[X Link](https://x.com/WWillowResearch/status/2021881093851402369)  2026-02-12T09:36Z [---] followers, [----] engagements


"Its interesting to see how much $BATS brands are gaining in value share. This largely went under the radar probably due to the focus on general volume decline. BAT continues to deploy their resources effectively"  
[X Link](https://x.com/WWillowResearch/status/2022027081736237300)  2026-02-12T19:16Z [---] followers, [----] engagements


"@LeoNelissen $MIAX will be huge"  
[X Link](https://x.com/WWillowResearch/status/2022035541068591594)  2026-02-12T19:50Z [---] followers, [---] engagements


"Use the code WWR30 to get 30% off https://app.godelterminal.com/via=WWR https://app.godelterminal.com/via=WWR"  
[X Link](https://x.com/WWillowResearch/status/1915421571058946133)  2025-04-24T15:04Z [---] followers, [----] engagements


"Saw some new VUSE Ultra advertisement at the gas station $BATS Seeing less and less BLU. VUSE shelf space remains stable. VEEV has been capturing a lot recently"  
[X Link](https://x.com/WWillowResearch/status/2018078305140830461)  2026-02-01T21:45Z [---] followers, [---] engagements


"so they gonna loose more money each quarter JUST IN: Michael Saylor says 'Strategy' will be buying Bitcoin every quarter. https://t.co/N5vXbx4dut JUST IN: Michael Saylor says 'Strategy' will be buying Bitcoin every quarter. https://t.co/N5vXbx4dut"  
[X Link](https://x.com/WWillowResearch/status/2021254276023009703)  2026-02-10T16:05Z [---] followers, [---] engagements


"My friend introduced me to his mentor who worked with a company that was acquired by $CSU to relocate. Funny how one of their vms business was located in my small town. While CSU is a great business it doesnt make the stock immune to multiple contraction. $CSU dropped 5% today so it became a 5% worse business That's how the stock market works right https://t.co/HP8xShgURx $CSU dropped 5% today so it became a 5% worse business That's how the stock market works right https://t.co/HP8xShgURx"  
[X Link](https://x.com/WWillowResearch/status/2021643254861901909)  2026-02-11T17:51Z [---] followers, [---] engagements


"Wtf is this bs Abu Dhabis real estate market attracts long-term investors with strong rental performance sustainable growth and strategic developments according to @WWillowResearch. #AbuDhabiRealEstate #AbuDhabi https://t.co/weIobY1ys3 Abu Dhabis real estate market attracts long-term investors with strong rental performance sustainable growth and strategic developments according to @WWillowResearch. #AbuDhabiRealEstate #AbuDhabi https://t.co/weIobY1ys3"  
[X Link](https://x.com/WWillowResearch/status/2021880935474446479)  2026-02-12T09:35Z [---] followers, [---] engagements


"While RRP are viewed as the future of nicotine the trad. tobacco is modernizing as well. $PM $BATS partner with KHL and KRBER to make the sector even more efficient. Both are heavily investing in agriculture automation and ai"  
[X Link](https://x.com/WWillowResearch/status/2021943327055065380)  2026-02-12T13:43Z [---] followers, [---] engagements


"Tom Lee says a lot of things how are the odds of him fleeing the country TOM LEE JUST SAID LIVE ON CNBC THAT BITCOIN AND CRYPTO BOTTOM IS IN AND ITS ABOUT TO GO PARABOLIC NOW 🚀 HERE WE GO https://t.co/D2qhhkuXKu TOM LEE JUST SAID LIVE ON CNBC THAT BITCOIN AND CRYPTO BOTTOM IS IN AND ITS ABOUT TO GO PARABOLIC NOW 🚀 HERE WE GO https://t.co/D2qhhkuXKu"  
[X Link](https://x.com/WWillowResearch/status/2022061257596297636)  2026-02-12T21:32Z [---] followers, [---] engagements


"struggle or the need to adapt is usually essential to progress. Sounds far more poetic than it actually is. In the end this can be the deciding factor when picking between two stocks that operate in the same sector. If one player rests on his past achievements the other even if less fortunate in the past can go right past them if they execute. Altria $MO rested on the Marlboro success for too long and lost its way as one of the greatest capital allocators (cronos juul njoy). $BATS while eternal second to Altria in the combustible market is not only passing but dominating them in RRP. A great"  
[X Link](https://x.com/WWillowResearch/status/2022274245015842865)  2026-02-13T11:38Z [---] followers, [---] engagements


"I love Singapore UAE : 0% Personal Income Tax Singapore : 0% Capital Gains Switzerland : 0% Crypto Gains Netherlands : "Hold my beer"🍺 🤯 36% Tax on Unrealized Gains 👇🏻 https://t.co/D6izcufT8R UAE : 0% Personal Income Tax Singapore : 0% Capital Gains Switzerland : 0% Crypto Gains Netherlands : "Hold my beer"🍺 🤯 36% Tax on Unrealized Gains 👇🏻 https://t.co/D6izcufT8R"  
[X Link](https://x.com/WWillowResearch/status/2022375591018733966)  2026-02-13T18:21Z [---] followers, [---] engagements


"@long_equity Following Parker Hannifin very closely great company"  
[X Link](https://x.com/WWillowResearch/status/2022626477645402400)  2026-02-14T10:58Z [---] followers, [--] engagements


"@LeverageValueP I think they will try to acquire an insurance brokerage and an asset manager to make their portfolio complete. At some point I suspect that they will issue their own ETFs as Berkshire is probably the strongest brand name in finance"  
[X Link](https://x.com/WWillowResearch/status/2022716208840081803)  2026-02-14T16:54Z [---] followers, [--] engagements


"short breakdown of the Q4 $BN report https://whitewillowresearch.de/brookfield-corporation-q4-2025-earnings-review-the-ai-factory-execution/ https://whitewillowresearch.de/brookfield-corporation-q4-2025-earnings-review-the-ai-factory-execution/"  
[X Link](https://x.com/WWillowResearch/status/2022724833683890370)  2026-02-14T17:29Z [---] followers, [---] engagements


"Q2 was very disappointing but I still believe that $BAH is undervalued. For how long can the gov avoid the services of $BAH I doubt this will last beyond [----]. $BAH earnings: Booz Allens Results Hit by Funding Delays Forcing a Major Guidance Cut Booz Allen reported a challenging quarter with significant declines in revenue and profit that fell well short of expectations set just three months ago. The results were driven by a https://t.co/yC6dKshLjh $BAH earnings: Booz Allens Results Hit by Funding Delays Forcing a Major Guidance Cut Booz Allen reported a challenging quarter with significant"  
[X Link](https://x.com/WWillowResearch/status/1982778549888012688)  2025-10-27T11:56Z [---] followers, [---] engagements


"$OWL Q3 [----] I expect: [---] billion FPAUM [---] billion AUM [---] million FRE [---] million DE"  
[X Link](https://x.com/WWillowResearch/status/1983831620647030931)  2025-10-30T09:41Z [---] followers, [---] engagements


"while the numbers were alright $OWL didn't meet my expectations. AUM growth is still strong with 26% but there was a noticeable slowdown in credit growth afaik credit never grew this slow. Real Assets grow strong with 60%. $OWL Q3 [----] I expect: [---] billion FPAUM [---] billion AUM [---] million FRE [---] million DE $OWL Q3 [----] I expect: [---] billion FPAUM [---] billion AUM [---] million FRE [---] million DE"  
[X Link](https://x.com/WWillowResearch/status/1983923489821065279)  2025-10-30T15:46Z [---] followers, [---] engagements


"The fact is even tho Altria pretty much throws On at the consumer no one cares about the product. I exists for so long but never caught on Altria: Q3 [----] Results $mo on's performance is really ugly. Shipment is up +0.7% yoy to [----] Mn cans but down -19% sequentially. Ons category share is down -4.1pp to 15.6% Follow our live coverage: https://t.co/0ujr663BSG For months we have been shouting out loud that Altria: Q3 [----] Results $mo on's performance is really ugly. Shipment is up +0.7% yoy to [----] Mn cans but down -19% sequentially. Ons category share is down -4.1pp to 15.6% Follow our live"  
[X Link](https://x.com/WWillowResearch/status/1983926159852146764)  2025-10-30T15:57Z [---] followers, [---] engagements


"The market just does not understand tobacco somehow $MO still dictates the markets although it has nothing to do with $BAT or $PM $PM and now $MO. Tobacco is out of favor.again. Last month it was health insurance like $OSCR and $CNC. There's always a door opening in one room or another. $PM and now $MO. Tobacco is out of favor.again. Last month it was health insurance like $OSCR and $CNC. There's always a door opening in one room or another"  
[X Link](https://x.com/WWillowResearch/status/1983928229967630456)  2025-10-30T16:05Z [---] followers, [---] engagements


"$TPL $LB $MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space. https://t.co/nR8thR2swj $MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space."  
[X Link](https://x.com/WWillowResearch/status/1985374041650176409)  2025-11-03T15:50Z [---] followers, [---] engagements


"@richard_ersted I have a strange feeling that On Plus will never leave the testing stage. Would align perfectly with Altrias desire to burn cash"  
[X Link](https://x.com/WWillowResearch/status/1985615362701049896)  2025-11-04T07:49Z [---] followers, [--] engagements


"Not surprised that an ex bitcoin miner uses capex to create hype. Nothing but useful idiots to the hyperscalers Youre exit liquidity. I feel horrible for you so Ill explain with grace one last time. $IREN just sold shareholders out for exit liquidity. IREN must SPEND or FINANCE roughly $5.8B immediately with Dell for Nvidia hardware. The deal effectively turns IREN into a hyperscaler Youre exit liquidity. I feel horrible for you so Ill explain with grace one last time. $IREN just sold shareholders out for exit liquidity. IREN must SPEND or FINANCE roughly $5.8B immediately with Dell for"  
[X Link](https://x.com/WWillowResearch/status/1985669602882568661)  2025-11-04T11:24Z [---] followers, [--] engagements


"Palantir is an amazing company but the valuation is still blown out of proportion. Palantir's existing customers are spending 34% more with the software giant each year. Net Dollar Retention Rate: 134% $PLTR https://t.co/1ZkWqRBj2M Palantir's existing customers are spending 34% more with the software giant each year. Net Dollar Retention Rate: 134% $PLTR https://t.co/1ZkWqRBj2M"  
[X Link](https://x.com/WWillowResearch/status/1985721131475587163)  2025-11-04T14:49Z [---] followers, [--] engagements


"Correction: The company closed the quarter witha net cash balance sheet minimal leverage and a newly establishedUS $500 million revolving credit facilitythat provides additional liquidity. Importantly the facility wasundrawn at closing and remains undrawn today The acquisition was paid in cash. The credit was secured to bolster liquidity after the transaction. $TPL $TPL used the money for an acquisition as expected. Great to see. https://t.co/kVOIGrOALv $TPL used the money for an acquisition as expected. Great to see. https://t.co/kVOIGrOALv"  
[X Link](https://x.com/WWillowResearch/status/1987611616201060397)  2025-11-09T20:01Z [---] followers, [---] engagements


"$LB Q3 [----] Earnings Review (will be updated continuously after the earnings call) https://whitewillowresearch.de/landbridge-q3-2025-review/ https://whitewillowresearch.de/landbridge-q3-2025-review/"  
[X Link](https://x.com/WWillowResearch/status/1988966311662330122)  2025-11-13T13:44Z [---] followers, [----] engagements


"The $LB call was extremely bullish"  
[X Link](https://x.com/WWillowResearch/status/1989345345688707498)  2025-11-14T14:51Z [---] followers, [----] engagements


"Article is updated $LB $LB Q3 [----] Earnings Review (will be updated continuously after the earnings call) https://t.co/4OQe3qbvtV $LB Q3 [----] Earnings Review (will be updated continuously after the earnings call) https://t.co/4OQe3qbvtV"  
[X Link](https://x.com/WWillowResearch/status/1989364888645558476)  2025-11-14T16:08Z [---] followers, [----] engagements


"$LB holders update"  
[X Link](https://x.com/WWillowResearch/status/1993329100384002476)  2025-11-25T14:41Z [---] followers, [---] engagements


"The German gov is planing to ban single use vapes $BATS $PM"  
[X Link](https://x.com/WWillowResearch/status/1994378891021131855)  2025-11-28T12:12Z [---] followers, [---] engagements


"I usually never have or give any price targets. Its just nothing I really concern myself with. I wanna see the business grow and perform dont really care when the price follows. Im really confident that $OWL will 2x in less than two years"  
[X Link](https://x.com/WWillowResearch/status/1995908316841562346)  2025-12-02T17:29Z [---] followers, [---] engagements


"@joecarlsonshow $BATS $LB $BN"  
[X Link](https://x.com/WWillowResearch/status/1996508455071567883)  2025-12-04T09:14Z [---] followers, [---] engagements


"@310Value Privat credit is really not as bad as some people make it out to be. Will probably buy more $OWL"  
[X Link](https://x.com/WWillowResearch/status/1999424699227365726)  2025-12-12T10:22Z [---] followers, [--] engagements


"Still bearish on $RACE if they continue like this the demand will implode. From there on its a death spiral"  
[X Link](https://x.com/WWillowResearch/status/1999425681923670532)  2025-12-12T10:26Z [---] followers, [---] engagements


"Had to buy the $LB dip"  
[X Link](https://x.com/WWillowResearch/status/2000599911734317164)  2025-12-15T16:12Z [---] followers, [---] engagements


"Long $BKR very interesting energy play for Ai"  
[X Link](https://x.com/WWillowResearch/status/2000967868499026403)  2025-12-16T16:34Z [---] followers, [---] engagements


"@Vince85623723 @LeoNelissen my personal portfolio is 30% $LB so my exposure is pretty high"  
[X Link](https://x.com/WWillowResearch/status/2000975040678924608)  2025-12-16T17:03Z [---] followers, [---] engagements


"So Trump said he spoke to all the big oil companies about a post maduro Venezuela. ConocoPhillips invested the most into Venezuela back then"  
[X Link](https://x.com/WWillowResearch/status/2003550094940074284)  2025-12-23T19:35Z [---] followers, [--] engagements


"@value_invest12 I still believe that the GLP1 market is massively overcrowded. Also its rather the side effects like vomiting that stop people from using GLP1s from what I experienced which is also a main driver when it comes to what drug they choose"  
[X Link](https://x.com/WWillowResearch/status/2007826177994486065)  2026-01-04T14:47Z [---] followers, [--] engagements


"@310Value $BX and $BLK should have much higher exposure"  
[X Link](https://x.com/WWillowResearch/status/2008998992814985500)  2026-01-07T20:27Z [---] followers, [---] engagements


"@LeoNelissen How big would you say is the market for maintenance on sold products"  
[X Link](https://x.com/WWillowResearch/status/2010744073758310741)  2026-01-12T16:01Z [---] followers, [--] engagements


"@LeoNelissen I always feel like that there is somewhat of an ETF bubble"  
[X Link](https://x.com/WWillowResearch/status/2013230176176422922)  2026-01-19T12:40Z [---] followers, [--] engagements


"@GenevieveArizo1 @LeoNelissen yeah EU will dig its own grave with treating all the leading republicans like shit. They need to get their act together"  
[X Link](https://x.com/WWillowResearch/status/2013288106221253003)  2026-01-19T16:31Z [---] followers, [--] engagements


"@LionCubsFund Looks great. How do you feel about the Addtech and Vitec earnings"  
[X Link](https://x.com/WWillowResearch/status/1887244367871574079)  2025-02-05T20:58Z [---] followers, [---] engagements


"I would suggest reading on @tobaccoinsider BAT is my biggest position. Big tobacco at least $PMI $BTI and $JTI arent nearly as risky as people believe. Funny enough the most popular $Mo is the riskiest. Risk reduce products are the most important thing to look out for. Big RRP portfolio with growth is the key to a bright future. Big tobacco is transforming into Big Nicotine. Altria has pretty much none and wasted billions. $BTI has a huge 25% stake in ITC and a well rounded RRP portfolio dominating global Vape and nicotine pouches. $JTI is really underrated with their dominance of the"  
[X Link](https://x.com/WWillowResearch/status/1903383109606752526)  2025-03-22T09:47Z [---] followers, [---] engagements


"I like that the management is so focused on retuning cash to shareholders but idk how long they can keep up with this as the are lacking in the new categories. I am a strong believer that in about [--] years $BATS $PM and $JTI will be the only tobacco companies left the rest will be disappear due to M&A. https://twitter.com/i/web/status/1903491285408682412 https://twitter.com/i/web/status/1903491285408682412"  
[X Link](https://x.com/WWillowResearch/status/1903491285408682412)  2025-03-22T16:57Z [---] followers, [---] engagements


"Merger with $BTI would never go through they already had problems with the Reynolds acquisition. And they have the least to gain from Altria. $PM is off the table $JTI merger seems the most likely as they already have a joined venture. But it looks like both are distancing themselves for example is JTI really pushing the discount segment in the US pretty much attacking Altria. And it doesnt Look like Altria is interested in their joined venture. The problem for Altria is that no one has anything to gain from them and they are rather seen as a liability. Legacy brands suffer from extrem volume"  
[X Link](https://x.com/WWillowResearch/status/1904442778299318543)  2025-03-25T07:58Z [---] followers, [---] engagements


"@jay_21_ $LB $PNP.to $xtb $OWL"  
[X Link](https://x.com/WWillowResearch/status/1972261161996611980)  2025-09-28T11:24Z [---] followers, [---] engagements


"still quite bullish on $XTB probably the most undervalued brokerage stock in the market"  
[X Link](https://x.com/WWillowResearch/status/1978087965839560840)  2025-10-14T13:18Z [---] followers, [---] engagements


"$XTB remains one of my favorite bets. In Q3 [----] they doubled their clients acquired yoy [------] up from [------]. Active clients per quarter increased from [------] to 919976"  
[X Link](https://x.com/WWillowResearch/status/1985679928172691467)  2025-11-04T12:06Z [---] followers, [---] engagements


"$TPL used the money for an acquisition as expected. Great to see. Is $TPL preparing for big land acquisitions Other than that there seems to be no logical use case. Buybacks are usually off the table since TPL is very disciplined with buybacks and prefers to issue a special dividend at high valuations. https://t.co/d9T9PNjR7N Is $TPL preparing for big land acquisitions Other than that there seems to be no logical use case. Buybacks are usually off the table since TPL is very disciplined with buybacks and prefers to issue a special dividend at high valuations. https://t.co/d9T9PNjR7N"  
[X Link](https://x.com/WWillowResearch/status/1986211453100237184)  2025-11-05T23:18Z [---] followers, [----] engagements


"$LB is one of the best AI plays and probably has the best margins of any AI play. They already have phenomenal growth and AI (data centers) are the cherry on top. Compared to $TPL (with very similar advantages and playbook) $LB is more tailored to and focused on data center"  
[X Link](https://x.com/WWillowResearch/status/1988272594592665827)  2025-11-11T15:48Z [---] followers, [----] engagements


"I like Thungela $TGA probably one of the better energy value plays"  
[X Link](https://x.com/WWillowResearch/status/2000524595393077595)  2025-12-15T11:13Z [---] followers, [---] engagements


"Long $VAR and $TGA two solid energy value plays"  
[X Link](https://x.com/WWillowResearch/status/2007126354697826540)  2026-01-02T16:26Z [---] followers, [---] engagements


"@calvinfroedge $TGA"  
[X Link](https://x.com/WWillowResearch/status/2011762492708700634)  2026-01-15T11:28Z [---] followers, [---] engagements


"@Peter_Lukacs_R $TGA fits african cowboy perfectly"  
[X Link](https://x.com/WWillowResearch/status/2012165385714344297)  2026-01-16T14:09Z [---] followers, [--] engagements


"Just found (by accident typo): 20mil mc 1/3 of mc is cash (burn rate remains high) tripple digit rev growth 1/3 of contracts is recurring rev might write a small overview once I understand them more"  
[X Link](https://x.com/WWillowResearch/status/2016192190431580438)  2026-01-27T16:50Z [---] followers, [---] engagements


"@tobaccoinsider Barely 10% volume growth from On As disappointing as always"  
[X Link](https://x.com/WWillowResearch/status/2017224610157060249)  2026-01-30T13:13Z [---] followers, [--] engagements


"@nicotinecap On can barely scraped together 10% volume growth Velo must be killing it"  
[X Link](https://x.com/WWillowResearch/status/2017228977958469894)  2026-01-30T13:30Z [---] followers, [---] engagements


"Both $ADDT and $VITB posted very satisfying earnings. I really like the high acquisition pace and decreasing total cost/Net sales % of Addtech. They will benefit greatly as soon as market conditions improve. Vitec performed very well across the board the dividend increase of 20% is just the cherry on top. I actually prefer dividends over share buybacks in companies with a MC [--] billion especially if the trade at higher multiples since I believe buybacks are inefficient at that point. https://twitter.com/i/web/status/1887231403261034507 https://twitter.com/i/web/status/1887231403261034507"  
[X Link](https://x.com/WWillowResearch/status/1887231403261034507)  2025-02-05T20:06Z [---] followers, [---] engagements


"I know but that's when they started moving everything to the US I terms of production. Since then they invested heavily in these facilities. I doubt that they moved away from the US factory. There have been no news about that. As I said it seems to be the opposite as they keep expanding in tobaccoville"  
[X Link](https://x.com/WWillowResearch/status/1910295262704124324)  2025-04-10T11:34Z [---] followers, [---] engagements


"@long_equity"  
[X Link](https://x.com/WWillowResearch/status/1913534776201351220)  2025-04-19T10:06Z [---] followers, [---] engagements


"I would like and support this: $BATS buys/merges with $JAPAY some discount brands are sold either to Altria or Imperial. This would reunite the Reynolds US and international business again. Great synergies and great product line. $PM buying/merges with $IMBBY would give $PM nice US cig exposure and enhance their vapor business. Much better deal than Altria (more value and less risks). I also wouldn't want the $MO ppl in $PM . The $IMBBY team is far more competent. Either way in a couple years $PM and $BATS will be the only players left because the run the RRP markets."  
[X Link](https://x.com/WWillowResearch/status/1919308451135488239)  2025-05-05T08:29Z [---] followers, [---] engagements


"@SimeonResearch_ Dont forget Vitec Holding $Lifco $Addt and $Vitb"  
[X Link](https://x.com/WWillowResearch/status/1922359272970543125)  2025-05-13T18:32Z [---] followers, [---] engagements


"Sold out of $OTIS 80% was used to buy $LB $ADDT will be next position is too small Remaining 20% and ADDT proceeds will be dedicated to the wikifolio Thinking about further consolidating my personal portfolio. Prime buy target is $LB Thinking about further consolidating my personal portfolio. Prime buy target is $LB"  
[X Link](https://x.com/WWillowResearch/status/1931322358490378279)  2025-06-07T12:08Z [---] followers, [---] engagements


"$TPL well https://www.texaspacific.com/investors/news-events/press-releases/detail/176/bolt-and-tpl-announce-strategic-agreement-to-pursue-data https://www.texaspacific.com/investors/news-events/press-releases/detail/176/bolt-and-tpl-announce-strategic-agreement-to-pursue-data"  
[X Link](https://x.com/WWillowResearch/status/2001281885851259117)  2025-12-17T13:22Z [---] followers, [---] engagements


"@310Value afaik $BN is primarily a developer I don't even remember them mentioning a single family home acquisition strategy"  
[X Link](https://x.com/WWillowResearch/status/2008998082512605249)  2026-01-07T20:24Z [---] followers, [---] engagements


"@LeoNelissen Often maintenance is were the many is long term high margin recurring revenues. Turns a boring business into a reliable money printer"  
[X Link](https://x.com/WWillowResearch/status/2010748105881493842)  2026-01-12T16:18Z [---] followers, [--] engagements


"$LB will join soon The Worlds Most Profitable Companies: [--]. Texas Pacific $TPL: 64% [--]. CME Group $CME: 62% [--]. NVIDIA $NVDA: 57% [--]. Visa $V:56% [--]. Franco-Nevada $FNV: 56% [--]. Evolution Gaming $EVVTY: 54% [--]. Broadcom $AVGO: 51% [--]. Mastercard $MA: 48% [--]. MSCI $MSCI: 42% [--]. Microsoft $MSFT: 36% https://t.co/5xTKnoKnzg The Worlds Most Profitable Companies: [--]. Texas Pacific $TPL: 64% [--]. CME Group $CME: 62% [--]. NVIDIA $NVDA: 57% [--]. Visa $V:56% [--]. Franco-Nevada $FNV: 56% [--]. Evolution Gaming $EVVTY: 54% [--]. Broadcom $AVGO: 51% [--]. Mastercard $MA: 48% [--]. MSCI $MSCI: 42% [--]. Microsoft $MSFT: 36%"  
[X Link](https://x.com/WWillowResearch/status/2013276120129343699)  2026-01-19T15:43Z [---] followers, [---] engagements


"@LeoNelissen $BRO $AJG $MSI $LSE look really attractive. $TGA is my fav coal bet massive discount due to SA"  
[X Link](https://x.com/WWillowResearch/status/2013366175694987712)  2026-01-19T21:41Z [---] followers, [---] engagements


"@Speedwell_LLC I think its gonna hit the 200s at this pace although I prefer Motorola this might turn into a buy for me"  
[X Link](https://x.com/WWillowResearch/status/2018602018537869554)  2026-02-03T08:26Z [---] followers, [--] engagements


"@LionCubsFund Holding Lifco Addtech and Medtech"  
[X Link](https://x.com/WWillowResearch/status/1897004923746935103)  2025-03-04T19:23Z [---] followers, [---] engagements


"@StrategicSin What did Imperial gain I have not much knowledge about their history out side the stuff thats related to BAT directly"  
[X Link](https://x.com/WWillowResearch/status/1904522348927082999)  2025-03-25T13:14Z [---] followers, [--] engagements


"Company [--] has been burning cash for years has no big RRP and is fighting extinction. Company [--] is growing double digits is expanding its margins has stable volumes and has one of the best management teams in the market. Company [--] is in a big turnaround is the only full global player of the three rapidly expanding its RRP portfolio has two global no.1 market leading RRP brands faces similar but less detrimental problems as company and has a major investment in the biggest Indian tobacco player. there is no bigger market inefficiency than in tobacco"  
[X Link](https://x.com/WWillowResearch/status/1923310152859451870)  2025-05-16T09:30Z [---] followers, [----] engagements


"$BATS buying or merging with $JAPAY makes a lot of sense in terms of their product portfolio and natural synergies since it would reunite the Reynolds brands. This would also align with BATs strategy to focus on the US discount segment which is also targeted by JT. In a potential deal JTs assets outside of nicotine would be sold off. Since the Japanese gov is the biggest individual shareholder of JT a merger would probably be to difficult to negotiate since they are required by law to own 1/3 of the shares to remain "in control" of the national tobacco industry. Also I don't believe that BAT"  
[X Link](https://x.com/WWillowResearch/status/1926953234481942780)  2025-05-26T10:47Z [---] followers, [----] engagements


"Is $TPL preparing for big land acquisitions Other than that there seems to be no logical use case. Buybacks are usually off the table since TPL is very disciplined with buybacks and prefers to issue a special dividend at high valuations. https://www.texaspacific.com/investors/news-events/press-releases/detail/173/texas-pacific-land-corporation-completes-inaugural-500 https://www.texaspacific.com/investors/news-events/press-releases/detail/173/texas-pacific-land-corporation-completes-inaugural-500"  
[X Link](https://x.com/WWillowResearch/status/1983078674845827256)  2025-10-28T07:49Z [---] followers, [----] engagements


"$TPL Q3 [----] earnings review https://whitewillowresearch.de/texas-pacific-land-corp-q3-2025-earnings-review/ https://whitewillowresearch.de/texas-pacific-land-corp-q3-2025-earnings-review/"  
[X Link](https://x.com/WWillowResearch/status/1986470165727662541)  2025-11-06T16:26Z [---] followers, [---] engagements


"Thanks to $PME $BATS $PM $Lifco $PNP.TO $BRK.B"  
[X Link](https://x.com/WWillowResearch/status/1918294836639129702)  2025-05-02T13:21Z [---] followers, [----] engagements


"@long_equity Thought about buying in march well that was an opportunity missed. Bought $PME instead"  
[X Link](https://x.com/WWillowResearch/status/1962622724066431129)  2025-09-01T21:04Z [---] followers, [---] engagements


"Smoking is definitely making somewhat of a comeback again in the west. $MO $BATS"  
[X Link](https://x.com/WWillowResearch/status/2011380459654279613)  2026-01-14T10:10Z [---] followers, [---] engagements


"Reminder that $BATS has an adjst. ROTA of 40% Absolute unit of a money printer"  
[X Link](https://x.com/WWillowResearch/status/2013277279544078637)  2026-01-19T15:48Z [---] followers, [---] engagements

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