#  @alexbrowne101 Alex Browne Alex Browne posts on X about $rig, $val, company, share the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::848508439646961664/interactions)  - [--] Week [------] +181% - [--] Month [------] -92% - [--] Months [---------] +120% - [--] Year [---------] +304% ### Mentions: [--] [#](/creator/twitter::848508439646961664/posts_active)  ### Followers: [---] [#](/creator/twitter::848508439646961664/followers)  - [--] Month [---] +18% - [--] Months [---] +56% - [--] Year [---] -49% ### CreatorRank: [-------] [#](/creator/twitter::848508439646961664/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) 20% [cryptocurrencies](/list/cryptocurrencies) #3318 [currencies](/list/currencies) 6.67% [countries](/list/countries) 6.67% [finance](/list/finance) 6.67% [stocks](/list/stocks) 6.67% **Social topic influence** [$rig](/topic/$rig) #4, [$val](/topic/$val) #2, [company](/topic/company) 13.33%, [share](/topic/share) 13.33%, [the first](/topic/the-first) 13.33%, [ai](/topic/ai) 13.33%, [business](/topic/business) 13.33%, [alex](/topic/alex) 13.33%, [gain](/topic/gain) 6.67%, [dec](/topic/dec) 6.67% **Top accounts mentioned or mentioned by** [@wearycenturion](/creator/undefined) [@joseflchen](/creator/undefined) [@founderspodcast](/creator/undefined) [@googledeepmind](/creator/undefined) [@bourboncap](/creator/undefined) [@leevalueroach](/creator/undefined) [@fcompounders](/creator/undefined) [@airwallexs](/creator/undefined) [@traderjlj](/creator/undefined) [@kimsin6](/creator/undefined) [@wcptrader](/creator/undefined) **Top assets mentioned** [Transocean LTD. (RIG)](/topic/$rig) [Validity (VAL)](/topic/$val) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last [--] hours "Yesterday $RIG announced an all stock deal to acquire $VAL a company I wrote up in Dec. Thanks to my fair share of good fortune I now face the pleasant problem of whether to realize a sizeable gain (337% IRR) or to roll my equity. Original article: https://open.substack.com/pub/alexbrowne101/p/why-i-invested-in-valaris https://open.substack.com/pub/alexbrowne101/p/why-i-invested-in-valaris" [X Link](https://x.com/anyuser/status/2021154846854840763) 2026-02-10T09:30Z [---] followers, [---] engagements "@weary_centurion Id recommend looking into the short seller reports the lack of disclosure on their physical stores is concerning. It screens beautifully from a ROIC perspective but feels too good to be true. Also the fact there is an X account that promotes the stock is very strange" [X Link](https://x.com/alexbrowne101/status/2022250241060417965) 2026-02-13T10:03Z [---] followers, [--] engagements "On replacement cost and how it determines the price of future competition. The $RIG / $VAL transaction is a good example of this framework in action. Acquiring a competitor's assets for far less than it would cost to reproduce them. From Graham to Buffett and Beyond p.118" [X Link](https://x.com/alexbrowne101/status/2022844015289471457) 2026-02-15T01:22Z [---] followers, 13.5K engagements "@joseflchen Happy birthday Josef Imo its important to intertwine the two. @FoundersPodcast has some great examples of entrepreneurs who took different approaches to this. Keep inspiring us all sir 🫡" [X Link](https://x.com/alexbrowne101/status/1842852415118180549) 2024-10-06T09:00Z [---] followers, [---] engagements "Received this "urgent" email from DocuSign. The irony is I didnt even realise I was still paying for their product. Is this what happens when you can vibe code a $15B product in a weekend Value capture dialled to 11" [X Link](https://x.com/alexbrowne101/status/1938131980388122904) 2025-06-26T07:07Z [--] followers, [--] engagements "The first frontier AI lab in Singapore Happy to share that the @GoogleDeepMind Gemini team is starting a new research team in Singapore This new team will be focused on advanced reasoning LLM/RL and improving bleeding edge SOTA models such as Gemini Gemini Deep Think and beyond. 🔥 This team will be led by yours https://t.co/CrsvabgZQH Happy to share that the @GoogleDeepMind Gemini team is starting a new research team in Singapore This new team will be focused on advanced reasoning LLM/RL and improving bleeding edge SOTA models such as Gemini Gemini Deep Think and beyond. 🔥 This team will be" [X Link](https://x.com/anyuser/status/1997084955953017201) 2025-12-05T23:25Z [---] followers, [---] engagements "On why spinoffs can be a fertile hunting ground for investors and why Im spending time on these situations. pg 188" [X Link](https://x.com/alexbrowne101/status/2016096102899187737) 2026-01-27T10:29Z [---] followers, [--] engagements "@BourbonCap RE: $GRAB SEA has been brutal for food delivery. Customers are highly discount-sensitive and have been the main beneficiaries of competition. Worth also looking at Delivery Heros Asia (ex-Korea) performance" [X Link](https://x.com/alexbrowne101/status/2002992678695584085) 2025-12-22T06:40Z [---] followers, [---] engagements "@leevalueroach $PRTH Wrote it up here: https://alexbrowne101.substack.com/p/a-low-ball-take-private-offer-for https://alexbrowne101.substack.com/p/a-low-ball-take-private-offer-for" [X Link](https://x.com/alexbrowne101/status/2016758578317840476) 2026-01-29T06:21Z [---] followers, [---] engagements "@F_Compounders $AMR Buying back aggressively. Management didnt announce their buyback last quarter but showed up on their B/S" [X Link](https://x.com/alexbrowne101/status/2019155204009259200) 2026-02-04T21:04Z [---] followers, [---] engagements "The CEO must have brought out the sword $400k ARR at a $415m valuation Where does one find the 1000x ARR investors Asking for a friend. https://t.co/YLpJSdO6Jr $400k ARR at a $415m valuation Where does one find the 1000x ARR investors Asking for a friend. https://t.co/YLpJSdO6Jr" [X Link](https://x.com/alexbrowne101/status/1996803402895183899) 2025-12-05T04:46Z [---] followers, [---] engagements "Investing into your core business a conscious capital allocation decision. Reinvesting in what works beats buying what doesnt. OpenAI Stripe SpaceX Databricks Anthropic are worth $100B$500B+ yet none have ever shown no real capital allocation skill no second-act acquisitions no super accretive redeployments of cash flow is this the first time in history that wasnt required to reach this OpenAI Stripe SpaceX Databricks Anthropic are worth $100B$500B+ yet none have ever shown no real capital allocation skill no second-act acquisitions no super accretive redeployments of cash flow is this the" [X Link](https://x.com/alexbrowne101/status/1997260723932815795) 2025-12-06T11:03Z [---] followers, [---] engagements "Uber to $20 trillion 🤔whomst AI intern With GPT-5.2 Thinking "Build a 5-year DCF for Uber (UBER) using public statements and sensible default assumptions. Make everything well formatted and formula-driven." https://t.co/hZa5ZZDqbF With GPT-5.2 Thinking "Build a 5-year DCF for Uber (UBER) using public statements and sensible default assumptions. Make everything well formatted and formula-driven." https://t.co/hZa5ZZDqbF" [X Link](https://x.com/anyuser/status/1999483187060466001) 2025-12-12T14:15Z [---] followers, [--] engagements "Over the past few months Ive been spending time studying the great investors and taking a more deliberate approach to managing my own portfolio. As part of that Ive started writing and publishing mostly as a forcing function to clarify my thinking and to hopefully avoid fooling myself. As Paul Graham said: . Ill be sharing my writing on Substack. Here's my first article for anyone curious: $VAL https://alexbrowne101.substack.com/p/why-i-invested-in-valaris https://alexbrowne101.substack.com/p/why-i-invested-in-valaris" [X Link](https://x.com/alexbrowne101/status/2000029435605774501) 2025-12-14T02:25Z [---] followers, [--] engagements "For those whove been following @airwallex's phenomenal growth I recently wrote about another situation playing out in the payments industry involving a proposed take-private offer. The company which was not VC backed is on track to generate $1bn in revenue and $223m in EBITDA in FY2025 and its founder is attempting to acquire the business at just 6x EBITDA. For anyone curious heres the link: $PRTH https://alexbrowne101.substack.com/p/a-low-ball-take-private-offer-for https://alexbrowne101.substack.com/p/a-low-ball-take-private-offer-for" [X Link](https://x.com/alexbrowne101/status/2006653374041919871) 2026-01-01T09:07Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@alexbrowne101 Alex Browne
Alex Browne posts on X about $rig, $val, company, share the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +181%
- [--] Month [------] -92%
- [--] Months [---------] +120%
- [--] Year [---------] +304%
Mentions: [--] #
Followers: [---] #
- [--] Month [---] +18%
- [--] Months [---] +56%
- [--] Year [---] -49%
CreatorRank: [-------] #
Social Influence
Social category influence technology brands 20% cryptocurrencies #3318 currencies 6.67% countries 6.67% finance 6.67% stocks 6.67%
Social topic influence $rig #4, $val #2, company 13.33%, share 13.33%, the first 13.33%, ai 13.33%, business 13.33%, alex 13.33%, gain 6.67%, dec 6.67%
Top accounts mentioned or mentioned by @wearycenturion @joseflchen @founderspodcast @googledeepmind @bourboncap @leevalueroach @fcompounders @airwallexs @traderjlj @kimsin6 @wcptrader
Top assets mentioned Transocean LTD. (RIG) Validity (VAL) Grab Holdings Limited Class A Ordinary Shares (GRAB) Alpha Metallurgical Resources, Inc. (AMR) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last [--] hours
"Yesterday $RIG announced an all stock deal to acquire $VAL a company I wrote up in Dec. Thanks to my fair share of good fortune I now face the pleasant problem of whether to realize a sizeable gain (337% IRR) or to roll my equity. Original article: https://open.substack.com/pub/alexbrowne101/p/why-i-invested-in-valaris https://open.substack.com/pub/alexbrowne101/p/why-i-invested-in-valaris"
X Link 2026-02-10T09:30Z [---] followers, [---] engagements
"@weary_centurion Id recommend looking into the short seller reports the lack of disclosure on their physical stores is concerning. It screens beautifully from a ROIC perspective but feels too good to be true. Also the fact there is an X account that promotes the stock is very strange"
X Link 2026-02-13T10:03Z [---] followers, [--] engagements
"On replacement cost and how it determines the price of future competition. The $RIG / $VAL transaction is a good example of this framework in action. Acquiring a competitor's assets for far less than it would cost to reproduce them. From Graham to Buffett and Beyond p.118"
X Link 2026-02-15T01:22Z [---] followers, 13.5K engagements
"@joseflchen Happy birthday Josef Imo its important to intertwine the two. @FoundersPodcast has some great examples of entrepreneurs who took different approaches to this. Keep inspiring us all sir 🫡"
X Link 2024-10-06T09:00Z [---] followers, [---] engagements
"Received this "urgent" email from DocuSign. The irony is I didnt even realise I was still paying for their product. Is this what happens when you can vibe code a $15B product in a weekend Value capture dialled to 11"
X Link 2025-06-26T07:07Z [--] followers, [--] engagements
"The first frontier AI lab in Singapore Happy to share that the @GoogleDeepMind Gemini team is starting a new research team in Singapore This new team will be focused on advanced reasoning LLM/RL and improving bleeding edge SOTA models such as Gemini Gemini Deep Think and beyond. 🔥 This team will be led by yours https://t.co/CrsvabgZQH Happy to share that the @GoogleDeepMind Gemini team is starting a new research team in Singapore This new team will be focused on advanced reasoning LLM/RL and improving bleeding edge SOTA models such as Gemini Gemini Deep Think and beyond. 🔥 This team will be"
X Link 2025-12-05T23:25Z [---] followers, [---] engagements
"On why spinoffs can be a fertile hunting ground for investors and why Im spending time on these situations. pg 188"
X Link 2026-01-27T10:29Z [---] followers, [--] engagements
"@BourbonCap RE: $GRAB SEA has been brutal for food delivery. Customers are highly discount-sensitive and have been the main beneficiaries of competition. Worth also looking at Delivery Heros Asia (ex-Korea) performance"
X Link 2025-12-22T06:40Z [---] followers, [---] engagements
"@leevalueroach $PRTH Wrote it up here: https://alexbrowne101.substack.com/p/a-low-ball-take-private-offer-for https://alexbrowne101.substack.com/p/a-low-ball-take-private-offer-for"
X Link 2026-01-29T06:21Z [---] followers, [---] engagements
"@F_Compounders $AMR Buying back aggressively. Management didnt announce their buyback last quarter but showed up on their B/S"
X Link 2026-02-04T21:04Z [---] followers, [---] engagements
"The CEO must have brought out the sword $400k ARR at a $415m valuation Where does one find the 1000x ARR investors Asking for a friend. https://t.co/YLpJSdO6Jr $400k ARR at a $415m valuation Where does one find the 1000x ARR investors Asking for a friend. https://t.co/YLpJSdO6Jr"
X Link 2025-12-05T04:46Z [---] followers, [---] engagements
"Investing into your core business a conscious capital allocation decision. Reinvesting in what works beats buying what doesnt. OpenAI Stripe SpaceX Databricks Anthropic are worth $100B$500B+ yet none have ever shown no real capital allocation skill no second-act acquisitions no super accretive redeployments of cash flow is this the first time in history that wasnt required to reach this OpenAI Stripe SpaceX Databricks Anthropic are worth $100B$500B+ yet none have ever shown no real capital allocation skill no second-act acquisitions no super accretive redeployments of cash flow is this the"
X Link 2025-12-06T11:03Z [---] followers, [---] engagements
"Uber to $20 trillion 🤔whomst AI intern With GPT-5.2 Thinking "Build a 5-year DCF for Uber (UBER) using public statements and sensible default assumptions. Make everything well formatted and formula-driven." https://t.co/hZa5ZZDqbF With GPT-5.2 Thinking "Build a 5-year DCF for Uber (UBER) using public statements and sensible default assumptions. Make everything well formatted and formula-driven." https://t.co/hZa5ZZDqbF"
X Link 2025-12-12T14:15Z [---] followers, [--] engagements
"Over the past few months Ive been spending time studying the great investors and taking a more deliberate approach to managing my own portfolio. As part of that Ive started writing and publishing mostly as a forcing function to clarify my thinking and to hopefully avoid fooling myself. As Paul Graham said: . Ill be sharing my writing on Substack. Here's my first article for anyone curious: $VAL https://alexbrowne101.substack.com/p/why-i-invested-in-valaris https://alexbrowne101.substack.com/p/why-i-invested-in-valaris"
X Link 2025-12-14T02:25Z [---] followers, [--] engagements
"For those whove been following @airwallex's phenomenal growth I recently wrote about another situation playing out in the payments industry involving a proposed take-private offer. The company which was not VC backed is on track to generate $1bn in revenue and $223m in EBITDA in FY2025 and its founder is attempting to acquire the business at just 6x EBITDA. For anyone curious heres the link: $PRTH https://alexbrowne101.substack.com/p/a-low-ball-take-private-offer-for https://alexbrowne101.substack.com/p/a-low-ball-take-private-offer-for"
X Link 2026-01-01T09:07Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing