# ![@bowtiedstocks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1593904293475909633.png) @bowtiedstocks BowTiedStocks

BowTiedStocks posts on X about $cbaax, australia, money, if you the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1593904293475909633/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1593904293475909633/c:line/m:interactions.svg)

- [--] Week [-------] -19%
- [--] Month [---------] +48%
- [--] Months [---------] -52%
- [--] Year [----------] +620%

### Mentions: [--] [#](/creator/twitter::1593904293475909633/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1593904293475909633/c:line/m:posts_active.svg)

- [--] Week [--] -63%
- [--] Month [---] +2.80%
- [--] Months [-----] +48%
- [--] Year [-----] +106%

### Followers: [-----] [#](/creator/twitter::1593904293475909633/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1593904293475909633/c:line/m:followers.svg)

- [--] Week [-----] +1.20%
- [--] Month [-----] +6.10%
- [--] Months [-----] +33%
- [--] Year [-----] +134%

### CreatorRank: [-------] [#](/creator/twitter::1593904293475909633/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1593904293475909633/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  38.41% [countries](/list/countries)  6.62% [cryptocurrencies](/list/cryptocurrencies)  4.64% [travel destinations](/list/travel-destinations)  3.31% [stocks](/list/stocks)  2.65% [technology brands](/list/technology-brands)  2.65% [currencies](/list/currencies)  1.32%

**Social topic influence**
[$cbaax](/topic/$cbaax) #2, [australia](/topic/australia) #1718, [money](/topic/money) 5.3%, [if you](/topic/if-you) 3.97%, [inflation](/topic/inflation) 3.97%, [debt](/topic/debt) #628, [$reaax](/topic/$reaax) #1, [we are](/topic/we-are) 3.31%, [the most](/topic/the-most) 2.65%, [market cap](/topic/market-cap) #1863

**Top accounts mentioned or mentioned by**
[@ausmigrantprint](/creator/undefined) [@ronshamgar](/creator/undefined) [@nrossett](/creator/undefined) [@taxpawspective](/creator/undefined) [@rhysdiab](/creator/undefined) [@mattbarrie](/creator/undefined) [@galto2sd7474](/creator/undefined) [@dominicdirupo](/creator/undefined) [@toy59496](/creator/undefined) [@cjoye](/creator/undefined) [@jaiparker79](/creator/undefined) [@samstrades](/creator/undefined) [@drewpavlou](/creator/undefined) [@funbrainfarts](/creator/undefined) [@andyjay16634390](/creator/undefined) [@stardestr0yer](/creator/undefined) [@jason_king72](/creator/undefined) [@hungrihungarian](/creator/undefined) [@restructuring](/creator/undefined) [@thekouk](/creator/undefined)

**Top assets mentioned**
[Reality Metaverse (RMV)](/topic/$rmv) [BHP Group Limited (BHP)](/topic/$bhp) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Arbitrum (ARB)](/topic/$arb) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx) [ResMed Inc. (RMD)](/topic/$rmd) [Realio Network (RIO)](/topic/$rio) [Central African Republic Meme (CAR)](/topic/$car) [CPUcoin (CPU)](/topic/$cpu)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$CBA.AX Commonwealth Bank - the most expensive bank in the world and it isn't growing 🤣 This is all you need to know really"  
[X Link](https://x.com/bowtiedstocks/status/1895015445910167912)  2025-02-27T07:37Z [----] followers, 16.7K engagements


"$CAR.AX Car Group"  
[X Link](https://x.com/bowtiedstocks/status/1909172632630841652)  2025-04-07T09:13Z [----] followers, [----] engagements


"House prices at 10x or more incomes and $CBA.AX trading at 3x book and 30x earnings And low unemployment Suggests theres a touch of fragility about the Australian economy If you are capable of assessing risk you would understand this And you would position accordingly"  
[X Link](https://x.com/bowtiedstocks/status/1927512787749679235)  2025-05-27T23:50Z [----] followers, 21.3K engagements


"The median gross rental yield for a Gold Coast house is 3.57% Take out repairs and maintenance rates etc and you are lucky to come out with a 2.5% net yield In stock terms this is equivalent to a Price Earnings ratio of 40x It makes $CBA.AX look cheap at todays prices"  
[X Link](https://x.com/bowtiedstocks/status/1932367356585783417)  2025-06-10T09:20Z [----] followers, 11K engagements


"$CTT.AX Cettire down at 28.5c now People love a hot stock and story and a narrative and often getting sucked into that delivers this sort of outcome cc: $DMP.AX Dominos Pizza 🍕"  
[X Link](https://x.com/bowtiedstocks/status/1934879753347170356)  2025-06-17T07:44Z [----] followers, [----] engagements


"Not only are we home to the most expensive property prices on the planet were also home to the most expensive bank on the planet $CBA.AX And not only that it represents 10% of our index and everyone owns it through super Draw me a diagram of a fragile economy"  
[X Link](https://x.com/bowtiedstocks/status/1937700254884986959)  2025-06-25T02:31Z [----] followers, 14.8K engagements


"$PME.AX Pro Medicus - does $213m a year in annual revenue And the company is valued at $31bn Insane stuff You dont need to overcomplicate things"  
[X Link](https://x.com/bowtiedstocks/status/1955795703105773650)  2025-08-14T00:56Z [----] followers, [----] engagements


"$GYG.AX Guzman Gomez - $14m in profit for $3bn of market cap Do the math on that and its around 214x earnings Plenty to grow into"  
[X Link](https://x.com/bowtiedstocks/status/1958671545087533111)  2025-08-21T23:24Z [----] followers, 44.9K engagements


"$WOW.AX Woolworths shares down sharply today on a poor result Profitability falling yet the politicians that studied arts and political science will still tell us they are price gouging Big cut to the dividend The share price above $30 never made sense to me"  
[X Link](https://x.com/bowtiedstocks/status/1960507422524538909)  2025-08-27T00:59Z [----] followers, [----] engagements


"The Aussie economy might be in the shitter But if you look at large caps ($AFI.AXs largest holdings here) there are still a good number with exposure outside our domestic economy: $BHP $CSL $RMD $RIO $CAR $WDS $ARB $ALS $BXB $CPU $XRO $JHX The key issue is one of valuation"  
[X Link](https://x.com/bowtiedstocks/status/1974298055626404131)  2025-10-04T02:18Z [----] followers, [----] engagements


"Shortman's top Aussie shorted stocks Good to see two of my personal faves $DMP.AX and $GYG.AX right up there $CTD.AX has been suspended from the ASX for a couple months now while it grapples with 'accounting issues' A bit surprised to see $RIO.AX sneak into this list"  
[X Link](https://x.com/bowtiedstocks/status/1986256600651473391)  2025-11-06T02:17Z [----] followers, [----] engagements


"Global quality RE listing portals coming up against a couple of headwinds $HEM $RMV But fear not the laws of reality do not apply to Aussie propadee or large caps being gobbled up by big super $REA.AX REA Groups share price might make sense in a Weimar scenario"  
[X Link](https://x.com/bowtiedstocks/status/1988080907581043022)  2025-11-11T03:06Z [----] followers, [----] engagements


"Some of the ASXs bluest of blue chips have rolled over hard in recent weeks $CSL.AX $CBA.AX $WES.AX Boomer portfolios in tatters Big super copping it also"  
[X Link](https://x.com/bowtiedstocks/status/1990685396767019116)  2025-11-18T07:35Z [----] followers, 10.3K engagements


"Best ASX pump and dumps / fortuitously timed insider share sales: - $KGN.AX Kogan - $CTT.AX Cettire - $DRO.AX Droneshield - GetSwift Drop your own personal faves below 👇"  
[X Link](https://x.com/bowtiedstocks/status/1991369527712706801)  2025-11-20T04:54Z [----] followers, [----] engagements


"Bought some $IFL.AX Insignia Financial today as a merger arb play If it comes off it will yield 16% annualized pretax and on an unlevered basis And uncorrelated with broader market moves which may prove quite a benefit in coming months"  
[X Link](https://x.com/bowtiedstocks/status/1991829826316186003)  2025-11-21T11:23Z [----] followers, [----] engagements


"$GMG.AX Goodman Group One of the most intriguing price charts youll ever see"  
[X Link](https://x.com/bowtiedstocks/status/1997955713981911183)  2025-12-08T09:05Z [----] followers, [----] engagements


"$WOW.AX Woolworths FY25 Net Profit After Tax to Sales: 1.4% $COL.AX Coles FY25 Net Profit After Tax to Sales: 2.4% Our ban on supermarket price gouging is now law. Labor's amendments to the Food and Grocery Code are now in place setting clear rules for very large retailers. The ACCC will police the new regime with penalties of up to $10 million for Coles or Woolworths if they breach it. Our ban on supermarket price gouging is now law. Labor's amendments to the Food and Grocery Code are now in place setting clear rules for very large retailers. The ACCC will police the new regime with"  
[X Link](https://x.com/bowtiedstocks/status/1999984692687438271)  2025-12-13T23:28Z [----] followers, 23.7K engagements


"$WOW.AX FY25 Net Profit After Tax to Sales was 1.4% Apparently they are price gouging even though investors have lost money on this one over the past [--] years The real issue is our rampant inflation with Australia today being one of the highest cost places to do business on earth Shockingly high energy wages and rent / propadee costs are the key drivers - and they all feed into each other in a vicious cycle As a business you either pass these input costs on to customers via pricing or you change your business model or go bust $WOW.AX Woolworths FY25 Net Profit After Tax to Sales: 1.4% $COL.AX"  
[X Link](https://x.com/bowtiedstocks/status/2001045164429910244)  2025-12-16T21:41Z [----] followers, [----] engagements


"Bought some more $IFL.AX Insignia Financial today as a merger arb play $4.53 entry estimated annualized return of 22% (unlevered) if deal closes Bought some $IFL.AX Insignia Financial today as a merger arb play If it comes off it will yield 16% annualized pretax and on an unlevered basis And uncorrelated with broader market moves which may prove quite a benefit in coming months https://t.co/Ztx6ZQlg3W Bought some $IFL.AX Insignia Financial today as a merger arb play If it comes off it will yield 16% annualized pretax and on an unlevered basis And uncorrelated with broader market moves which"  
[X Link](https://x.com/bowtiedstocks/status/2002918741290741877)  2025-12-22T01:46Z [----] followers, [----] engagements


"Found this interesting: $CBA.AX Commonwealth Bank FY15 NPAT $9063m FY25 NPAT $10133m [--] yr growth in NPAT: 11.8% (over [--] years) FY15 CEO total remuneration $7.966m FY25 CEO total remuneration $7.018m Yes NPAT can be a crude and imperfect measure of performance In summary $CBA.AX profits not growing much CEO pay not growing at all vs [--] years ago https://twitter.com/i/web/status/2002980342006006007 https://twitter.com/i/web/status/2002980342006006007"  
[X Link](https://x.com/bowtiedstocks/status/2002980342006006007)  2025-12-22T05:51Z [----] followers, [----] engagements


"Super Retail yesterday and Endeavour Group today $EDV.AX Weak consumer spend and sales numbers even for defensive alcohol spend The Aussie consumer is tapped out even though we keep importing more of them at record pace Lots more of these updates to follow Cheers 👍 $SUL.AX Super Retail Group sells discretionary goods to a massively stretched Australian customer base They are too busy trying to stay on top of their mega mortgages and rents Group like for like sales growth of 2.5% in a highly inflationary environment means profit is https://t.co/hnyGVsXTj9 $SUL.AX Super Retail Group sells"  
[X Link](https://x.com/bowtiedstocks/status/2010879675560767889)  2026-01-13T01:00Z [----] followers, [----] engagements


"UK population [--] million AU population [----] million UK is 2.5x the size in terms of population Rightmove $RMV (UK) market cap: GBP [----] bn / AUD [--] bn $REA.AX REA Group (AU) market cap: AUD [--] bn REAs market cap is 3x as large with AU having 40% of UK population size Which one has less downside from here https://twitter.com/i/web/status/2010916611159703815 https://twitter.com/i/web/status/2010916611159703815"  
[X Link](https://x.com/bowtiedstocks/status/2010916611159703815)  2026-01-13T03:27Z [----] followers, 16.7K engagements


"Moneyshot from last weeks travels Incredible to see parts of the Great Ocean Road impacted by both fires and flood in the past week Mother Nature always lets us know whos boss Regional Victoria is 👌"  
[X Link](https://x.com/bowtiedstocks/status/2011740603420459399)  2026-01-15T10:01Z [----] followers, [----] engagements


"$BSL.AX Bluescope Board - not about to give up their directorships without a fight / 'realising true value' The fascinating part to M&A and deals is when egos get involved as they often do Fortunes can be made betting on the thematic of acquisitive CEOs' ability to overpay to empire build (not saying this is necessarily the case here) https://twitter.com/i/web/status/2011940567756984651 https://twitter.com/i/web/status/2011940567756984651"  
[X Link](https://x.com/bowtiedstocks/status/2011940567756984651)  2026-01-15T23:16Z [----] followers, [---] engagements


"There are some quite vocal growth focused ASX investors that would really be feeling the pinch here $NXT.AX NextDC still a little bit to do to get to $45 Invest for the long term and all that Have a great day all cheers 👍 Any baby been thrown out with bath water here Should have included PME too @KerrySF_Sun https://t.co/r20FQHsiAI Any baby been thrown out with bath water here Should have included PME too @KerrySF_Sun https://t.co/r20FQHsiAI"  
[X Link](https://x.com/bowtiedstocks/status/2013035766323015999)  2026-01-18T23:48Z [----] followers, [----] engagements


"The Australian sharemarket's PE ratio is 21x earnings at January [----] This exceeds the heights reached during the dotcom bubble and also well above GFC levels It's why you can't just be a passive large cap investor in my view - that earnings multiple may well halve at some point Unless you think 'new paradigm' Cheers 👍 https://twitter.com/i/web/status/2013399179570356336 https://twitter.com/i/web/status/2013399179570356336"  
[X Link](https://x.com/bowtiedstocks/status/2013399179570356336)  2026-01-19T23:52Z [----] followers, [----] engagements


"Some spicy Price Earnings multiples here for sectors of the US S&P [---] Most of these won't result in satisfactory future returns being generated"  
[X Link](https://x.com/bowtiedstocks/status/2013399668105822594)  2026-01-19T23:54Z [----] followers, [---] engagements


"You know its interesting times when even boring conservative large cap fund managers (Australian Foundation Investment Company $AFI.AX) Are calling CommBank $CBA.AX and Wesfarmers $WES.AX extremely overvalued Good luck finding value in ASX large cap land today"  
[X Link](https://x.com/bowtiedstocks/status/2013793202734792774)  2026-01-21T01:58Z [----] followers, [----] engagements


"The life of an Aussie large cap fund manager: Buy Woolworths / Telstra sell Wesfarmers / CBA"  
[X Link](https://x.com/bowtiedstocks/status/2013794146117439621)  2026-01-21T02:01Z [----] followers, [----] engagements


"Would anyone like to share their two cents on how we can eliminate aggressive and wealth eroding inflation Without crashing our massive overly inflated propadee bubble Im all ears"  
[X Link](https://x.com/bowtiedstocks/status/2016441035250090040)  2026-01-28T09:19Z [----] followers, 51.2K engagements


"AUD going vertical Commodity play - supercycle incoming 💰💰💰"  
[X Link](https://x.com/bowtiedstocks/status/2016672506397282584)  2026-01-29T00:39Z [----] followers, 42.1K engagements


"GFC [---] - Private Credit NEWS: Private credit firms are selling debt to themselves at a record rate. https://t.co/S3wwTMQphS NEWS: Private credit firms are selling debt to themselves at a record rate. https://t.co/S3wwTMQphS"  
[X Link](https://x.com/bowtiedstocks/status/2016814617998311661)  2026-01-29T10:04Z [----] followers, [----] engagements


"Some of these US tech darlings are getting absolutely slaughtered Salesforce $CRM one example of many down 40% over [--] months And 28x trailing earnings today doesnt scream cheap either"  
[X Link](https://x.com/bowtiedstocks/status/2017000355859771542)  2026-01-29T22:22Z [----] followers, [----] engagements


"@joinyellowbrick What are they invested in to be down 15%"  
[X Link](https://x.com/bowtiedstocks/status/2017060302580531287)  2026-01-30T02:20Z [----] followers, [----] engagements


"Pretty big change here in terms of the market's RBA interest rate expectations Higher for longer might be on the cards Don't say I didn't warn you Stop rampant runaway inflation or crash the housing market - that's the daunting decision confronting the RBA"  
[X Link](https://x.com/bowtiedstocks/status/2017114510419775495)  2026-01-30T05:55Z [----] followers, [----] engagements


"The most on the money economist in the country reckons we might need [---] bps of rate rises to get inflation under control Get ready for it On a $700k mortgage thats another $7k a year in interest expense everyone has to pull from somewhere"  
[X Link](https://x.com/bowtiedstocks/status/2017549553759883740)  2026-01-31T10:44Z [----] followers, 13.8K engagements


"@Restructuring__ Time to look outside the US I think"  
[X Link](https://x.com/bowtiedstocks/status/2017788201788936526)  2026-02-01T02:32Z [----] followers, [---] engagements


"Channel [--] news now has some numpty doing a segment on the expected interest rate hike this week Nothing wrong with this in itself But this person is doing a full segment on what the best rates are in the market pros / cons of fixed vs variable etc Its like theyve let some mortgage broker run this news segment as a paid ad This country is just clown world back when things made sense rate hikes werent even newsworthy https://twitter.com/i/web/status/2017886181070139829 https://twitter.com/i/web/status/2017886181070139829"  
[X Link](https://x.com/bowtiedstocks/status/2017886181070139829)  2026-02-01T09:02Z [----] followers, 21.6K engagements


"Ive got staff putting in business cases saying the market salary for their role has increased 25% since their last pay review [--] months ago Low level junior professional HR role Is Australias hyperinflation really that bad Or are people embellishing the truth here"  
[X Link](https://x.com/bowtiedstocks/status/2018137126966280439)  2026-02-02T01:39Z [----] followers, 28.1K engagements


"@TheKouk When the value of housing falls 50% and the bubble deflates Australian household balance sheets wont look so great"  
[X Link](https://x.com/bowtiedstocks/status/2018430436842832138)  2026-02-02T21:04Z [----] followers, [----] engagements


"Interest rates went up by 25bps yesterday And RBA expects strong inflation from here so market is pricing in more rate rises are coming So the propadee numpties can no longer run with the cuts are coming narrative to spruik fake confidence in our propadee market So they will revert to the old Brisbane Olympics [----] chestnut To ensure propadee number continue to go up and to the right in a straight line Propadee market was getting a bit of momentum second half of last year on the basis cuts were coming Its clear now cuts arent coming But does this mean the market retraces Or - just doesnt"  
[X Link](https://x.com/bowtiedstocks/status/2018787003819847873)  2026-02-03T20:41Z [----] followers, [----] engagements


"If Dr Jim was such a Keating fan boy and did a whole PhD on him Why does he not have the kahunas like Keating did to call it as it is We are again at a place where its a recession we have to have Why cant Keating fan boy Dr Jim admit this Rates to rise unemployment to rise"  
[X Link](https://x.com/bowtiedstocks/status/2018790386857373876)  2026-02-03T20:55Z [----] followers, [----] engagements


"If youre a growth lover tech investor and you liked $XRO.AX Xero at $150 + You should be absolutely head over heels in love with it at $83 If you bought this thing last [--] years you probably havent made money"  
[X Link](https://x.com/bowtiedstocks/status/2018851789014282322)  2026-02-04T00:59Z [----] followers, [----] engagements


"@MarkoMatvikov Well said Marko Get your wheelbarrow ready just in case this govt goes full Weimar mode"  
[X Link](https://x.com/bowtiedstocks/status/2018854216648015939)  2026-02-04T01:08Z [----] followers, [----] engagements


"I sold all my $CAR.AX Carsales shares last year around $37 Was a long term buy and hold bought around $6 pre [----] and all divs reinvested So it worked out pretty well If it gets back below $10 again I might consider re-entering 👍"  
[X Link](https://x.com/bowtiedstocks/status/2018879696688259401)  2026-02-04T02:50Z [----] followers, [----] engagements


"@jefke00 Thanks 👍"  
[X Link](https://x.com/bowtiedstocks/status/2019007842070745510)  2026-02-04T11:19Z [----] followers, [--] engagements


"@MrMarketPlays What are you liking mate"  
[X Link](https://x.com/bowtiedstocks/status/2019213541623111850)  2026-02-05T00:56Z [----] followers, [--] engagements


"@MrMarketPlays I see Rightmove looks better value than it was as well just purely as a comparison to something like REA Group"  
[X Link](https://x.com/bowtiedstocks/status/2019219533379272936)  2026-02-05T01:20Z [----] followers, [--] engagements


"@BrettKPG Is a price earnings multiple of 81.5x expensive for an accounting firm"  
[X Link](https://x.com/bowtiedstocks/status/2019288230663975196)  2026-02-05T05:53Z [----] followers, [----] engagements


"The thing I dont like about this rumored Labor cut to the CGT discount from 50% to 25% Is that once youve held the asset for more than just a year or two This govt will be taxing you on the bonkers high inflation this govt itself has caused"  
[X Link](https://x.com/bowtiedstocks/status/2019303753678254491)  2026-02-05T06:55Z [----] followers, 19.1K engagements


"@SmileyGreevins The 50% discount was around during the GFC and the dotcom bubble and it wasnt inflating any asset prices then"  
[X Link](https://x.com/bowtiedstocks/status/2019340933767262247)  2026-02-05T09:22Z [----] followers, [---] engagements


"Our real special sauce @TheKouk As someone who used to process the 5% deposit scheme at a bank - I can tell you every second applicant is Indian or a permanent resident - Not even Australian citizens. Really nice to know our government is subsidising foreigners mortgage insurance. @TheKouk As someone who used to process the 5% deposit scheme at a bank - I can tell you every second applicant is Indian or a permanent resident - Not even Australian citizens. Really nice to know our government is subsidising foreigners mortgage insurance"  
[X Link](https://x.com/bowtiedstocks/status/2019355704591851531)  2026-02-05T10:21Z [----] followers, [----] engagements


"@RonShamgar Do some of the valuations still scare you a bit Ron"  
[X Link](https://x.com/bowtiedstocks/status/2019356354130165983)  2026-02-05T10:24Z [----] followers, [---] engagements


"I find it funny when people reference cost to build as what a propadee is 'worth' Here we have a commercial property landlord $COF.AX Centuria Office Replacement cost to build one of its office towers is $15600 per sqm But the actual valuation is $7087 per sqm less than half replacement cost And what the units trade for on the ASX is even less a value of $5700 per sqm If you think something is 'worth' replacement cost you are very wrong"  
[X Link](https://x.com/bowtiedstocks/status/2019389168900796480)  2026-02-05T12:34Z [----] followers, [----] engagements


"$COF.AX Centuria Office These guys could be in a bit of trouble when it comes time to refinance their debt If I was running this thing I'd be selling assets and de-leveraging Add [---] - [---] bps to current cost of debt and your FFO is looking pretty skinny And that assumes your occupancy % holds Wtd avg cap rate of 6.92% also looks light in a rising interest rate environment (200bps premium to AU [--] yr govt bond yield) The right answer might have an [--] or [--] or even a [--] in front of it"  
[X Link](https://x.com/bowtiedstocks/status/2019392691201814913)  2026-02-05T12:48Z [----] followers, [----] engagements


"The other thing to note is mother ship fund manager $CNI.AX rips plenty of fees out here Responsibility entity fees of $5.4m for the half year on total revenue of $87m What on earth are they managing for this thing to be trading so poorly relative to what they say NTA is"  
[X Link](https://x.com/bowtiedstocks/status/2019516083468959867)  2026-02-05T20:58Z [----] followers, [---] engagements


"@cjoye There is no floor to support it in terms of cashflow or yield so theoretically it could fall all the way to zero"  
[X Link](https://x.com/bowtiedstocks/status/2019519764637614157)  2026-02-05T21:13Z [----] followers, [----] engagements


"$REA.AX REA Group - this is what your indestructible moat gets you Im convinced a lot of people in markets these days just dont understand basic valuation principles and elementary maths"  
[X Link](https://x.com/bowtiedstocks/status/2019563549396463965)  2026-02-06T00:07Z [----] followers, 15.6K engagements


"@ryu_tay Im buying some more $IFL.AX Insignia Financial which is offering a 24% annualized return if the deal closes 👍"  
[X Link](https://x.com/bowtiedstocks/status/2019595944816439414)  2026-02-06T02:16Z [----] followers, [----] engagements


"Software and a lot more people are seemingly asset light this week"  
[X Link](https://x.com/bowtiedstocks/status/2019611563213352985)  2026-02-06T03:18Z [----] followers, [---] engagements


"Lucky he did the 100+ hours of study I think about him often https://t.co/v3y5VilhyG I think about him often https://t.co/v3y5VilhyG"  
[X Link](https://x.com/bowtiedstocks/status/2019628111726575630)  2026-02-06T04:23Z [----] followers, [----] engagements


"$REA.AX $2.58 earnings per share for a $168 share price So a PE ratio around 35x on a full year basis And revenue is growing 5% Ok 👍 This is one for the mathematically challenged $REA.AX REA Group - this is what your indestructible moat gets you Im convinced a lot of people in markets these days just dont understand basic valuation principles and elementary maths https://t.co/lTNqblBENw $REA.AX REA Group - this is what your indestructible moat gets you Im convinced a lot of people in markets these days just dont understand basic valuation principles and elementary maths"  
[X Link](https://x.com/bowtiedstocks/status/2019646382420946982)  2026-02-06T05:36Z [----] followers, [----] engagements


"@puppyeh1 Bondi is nice but its no brown snake 👍"  
[X Link](https://x.com/bowtiedstocks/status/2019702251657506929)  2026-02-06T09:18Z [----] followers, [---] engagements


"$WEB.AX Web Travel Group Drops 30% on the news of a tax audit I cant recall coming across notice of a tax audit ever having such a huge impact on the share price before What is really going on here"  
[X Link](https://x.com/bowtiedstocks/status/2019706824317091973)  2026-02-06T09:36Z [----] followers, [----] engagements


"@matt_barrie Hope you got a good wheelbarrow Matt"  
[X Link](https://x.com/bowtiedstocks/status/2019893038106177732)  2026-02-06T21:56Z [----] followers, [----] engagements


"@Engineers2Rule @cjoye Im yet to come across anyone that has put a meaningful % of their net wealth into bitcoin There are the lucky ones where they rode it up from for eg $15k to $100k but not aware of anyone thats put a meaningful % of their own money into it to begin with"  
[X Link](https://x.com/bowtiedstocks/status/2020031581684187324)  2026-02-07T07:07Z [----] followers, [----] engagements


"@buzz15 Number of people per household shrunk during Covid Simple fact is we dont have enough houses to be importing hundreds of thousands of immigrants today They number infinity relative to available housing and infrastructure"  
[X Link](https://x.com/bowtiedstocks/status/2020045361763758311)  2026-02-07T08:01Z [----] followers, [--] engagements


"@SonoScemo13 @Engineers2Rule @cjoye Do you know of anyone thats deployed more than $500k of their money into BTC"  
[X Link](https://x.com/bowtiedstocks/status/2020097976954417452)  2026-02-07T11:31Z [----] followers, [---] engagements


"@rhysdiab You cant negatively gear to offset PAYG salary income via a company structure so that rules out a lot of the propadee investor class"  
[X Link](https://x.com/bowtiedstocks/status/2020257364805660847)  2026-02-07T22:04Z [----] followers, [---] engagements


"Neither a store of value nor a medium of exchange Just a tool for a speculative punt and Im ok with that Lets not kid ourselves about what it is or what purpose it serves 👍"  
[X Link](https://x.com/bowtiedstocks/status/2020291609246724480)  2026-02-08T00:20Z [----] followers, [----] engagements


"Tax me harder daddy Dont stop NDIS payments and government jobs for all big boy The Australian taxpayer The Australian taxpayer"  
[X Link](https://x.com/bowtiedstocks/status/2020327905776308595)  2026-02-08T02:44Z [----] followers, [----] engagements


"Our female politicians have gone full r3tard here Never go full r3tard The 5% deposit scheme only works in the underdeveloped minds of the student activists in Labor's ministry. Back in grownup world we can see this policy is an inflationary disaster luring first home buyers into financial hardship. #auspol https://t.co/PSH3iWKfQl The 5% deposit scheme only works in the underdeveloped minds of the student activists in Labor's ministry. Back in grownup world we can see this policy is an inflationary disaster luring first home buyers into financial hardship. #auspol https://t.co/PSH3iWKfQl"  
[X Link](https://x.com/bowtiedstocks/status/2020335834277507125)  2026-02-08T03:16Z [----] followers, [----] engagements


"Chatting to a large developer recently theyre based in one of the southern States They have a large AU manufacturing facility for all of their cabinetry for projects to manufacture in-house But they also source direct from China - the China quality is much better so this is where they get everything from for their highest end projects AU supply is for their lower end stuff and at a healthy cost premium too I imagine Customers none the wiser would be my guess https://twitter.com/i/web/status/2020700260394488046 https://twitter.com/i/web/status/2020700260394488046"  
[X Link](https://x.com/bowtiedstocks/status/2020700260394488046)  2026-02-09T03:24Z [----] followers, [----] engagements


"@nrossett @Nobody_But_M3 NTA per share also trending down particularly following ex div"  
[X Link](https://x.com/bowtiedstocks/status/2020700424337231939)  2026-02-09T03:24Z [----] followers, [--] engagements


"$BSA.AX Made a quick entry into this one last week at $0.16 Recent quarterly showed it was a net net - $17m cash vs $12m market cap Breakeven cashflow roughly for the latest quarter too Sold today at $0.195 - turns out I left some money on the table But this is a good short term return and Ill take it https://twitter.com/i/web/status/2020716804222705801 https://twitter.com/i/web/status/2020716804222705801"  
[X Link](https://x.com/bowtiedstocks/status/2020716804222705801)  2026-02-09T04:30Z [----] followers, [---] engagements


"$BSA.AX Made a quick entry into this one last week at $0.16 Recent quarterly showed it was a net net - $17m cash vs $12m market cap Breakeven cashflow roughly for the latest quarter too Sold today at $0.195 - turns out I left some money on the table But this is a good short term return and Ill take it https://twitter.com/i/web/status/2020724809433481308 https://twitter.com/i/web/status/2020724809433481308"  
[X Link](https://x.com/bowtiedstocks/status/2020724809433481308)  2026-02-09T05:01Z [----] followers, [----] engagements


"Aussie listed insurance brokers $AUB.AX Austbrokers and $SDF.AX Steadfast copping an absolute hiding today And on no market announcements Whats this all about AI threat Dont investors know AI cant play golf"  
[X Link](https://x.com/bowtiedstocks/status/2021013139844890922)  2026-02-10T00:07Z [----] followers, [----] engagements


"My take is 95% of people don't care about the crisis our economy is in provided their house price keeps defying economic gravity to keep rising"  
[X Link](https://x.com/bowtiedstocks/status/2021021592957177860)  2026-02-10T00:41Z [----] followers, 10.9K engagements


"$RGN.AX Region Group All in cap rate of 5.87% Why on earth would you want to own this when the Aussie [--] yr is 4.86% Its just silly"  
[X Link](https://x.com/bowtiedstocks/status/2021025934128890264)  2026-02-10T00:58Z [----] followers, [----] engagements


"@1stlevelthinker Its a great point Only argument I can make is the average Aussie is particularly lazy and apathetic especially when they are making gains When / if the prices start falling attitudes might start to change"  
[X Link](https://x.com/bowtiedstocks/status/2021049337258835984)  2026-02-10T02:31Z [----] followers, [---] engagements


"@Monster_Dome @ClareONeilMP Smashing the fabric of society nice work Clare"  
[X Link](https://x.com/bowtiedstocks/status/2021058353724784937)  2026-02-10T03:07Z [----] followers, [----] engagements


"When listed insurance brokers dump 10% in a day on no company specific news Because the market thinks theyre going to be AI vibe coded out of existence $AUB.AX $SDF.AX"  
[X Link](https://x.com/bowtiedstocks/status/2021071087245852778)  2026-02-10T03:57Z [----] followers, [----] engagements


"@steele_sports The article relates to RBAs forecast for the year to June [----] so its forward looking"  
[X Link](https://x.com/bowtiedstocks/status/2021076827721376025)  2026-02-10T04:20Z [----] followers, [---] engagements


"Id take [----] verbatim over this DEI infused coloured powersuit hellscape Julie Inman-Grant telling Australians about "Safer Internet Day" like we're all four years old 🤣 https://t.co/ZLAuqPHnjx Julie Inman-Grant telling Australians about "Safer Internet Day" like we're all four years old 🤣 https://t.co/ZLAuqPHnjx"  
[X Link](https://x.com/bowtiedstocks/status/2021078661680726457)  2026-02-10T04:27Z [----] followers, [----] engagements


"@Niroker82 Watch them come crying first in line for a bailout"  
[X Link](https://x.com/bowtiedstocks/status/2021086626513027438)  2026-02-10T04:59Z [----] followers, [---] engagements


"@OAesthetics69 Hope you got a good wheelbarrow"  
[X Link](https://x.com/bowtiedstocks/status/2021109324186255650)  2026-02-10T06:29Z [----] followers, [---] engagements


"Why on earth is [--] in [--] people in this country today a visa holder The number of temporary visa holders in Australia just hit an all time record high of [--] million three months before our usual yearly peak in March. Plus [---] million on permanent visas. [---] million visa holders in the country right now. And the [---] million citizenships granted https://t.co/Mu0wtXiuB9 The number of temporary visa holders in Australia just hit an all time record high of [--] million three months before our usual yearly peak in March. Plus [---] million on permanent visas. [---] million visa holders in the country right"  
[X Link](https://x.com/bowtiedstocks/status/2021120680927035420)  2026-02-10T07:14Z [----] followers, 32.7K engagements


"@jaiparker79 4.8m x [--] = 28.8m"  
[X Link](https://x.com/bowtiedstocks/status/2021122473539011029)  2026-02-10T07:22Z [----] followers, [---] engagements


"As much as everyone especially politicians like to carry on about how much they love diversity Its interesting the premiums people are willing to pay to not be surrounded by this diversity in their day to day lives Blue chip housing suburbs private schools private healthcare business class airport lounges premium sporting events like the AO tennis private sports clubs and golf clubs high end gyms People are willing to pay more and more to not be surrounded by all the special sauce our government keeps importing Even though they will keep gaslighting you that its such a great thing The product"  
[X Link](https://x.com/bowtiedstocks/status/2021122738828529852)  2026-02-10T07:23Z [----] followers, [----] engagements


"$CSL.AX CSL Chief Exec Paul McKenzie is stepping down Strong boomer shareholder base look in the rear view mirror and how fantastic the returns have been (until recently) Maybe they've even been holding since the IPO - and they will never sell because of the tax Well the shares have lost nearly half their value now from their $300+ peak https://twitter.com/i/web/status/2021126176094421172 https://twitter.com/i/web/status/2021126176094421172"  
[X Link](https://x.com/bowtiedstocks/status/2021126176094421172)  2026-02-10T07:36Z [----] followers, 10.8K engagements


"https://www.afr.com/chanticleer/csl-was-our-bluest-blue-chip-now-it-looks-chaotic-20260210-p5o151 https://www.afr.com/chanticleer/csl-was-our-bluest-blue-chip-now-it-looks-chaotic-20260210-p5o151"  
[X Link](https://x.com/bowtiedstocks/status/2021126178866929900)  2026-02-10T07:36Z [----] followers, [----] engagements


"For context temporary visa holders make up 1.1% of the US population Here in Australia we are at 11% of population Why on earth do we have 10x as many temporary visa holders in our country as the USA does relative to popn size 🤯🤯🤯 Why on earth is [--] in [--] people in this country today a visa holder Why on earth is [--] in [--] people in this country today a visa holder"  
[X Link](https://x.com/bowtiedstocks/status/2021185590939488292)  2026-02-10T11:32Z [----] followers, 16.4K engagements


"$CBA.AX Commonwealth Bank half year results Statutory NPAT up 5% Cash NPAT up 6% Interim dividend up 4% to $2.35 per share ROE 13.8% Looks to be a pretty solid result at the headline level setting aside the unreasonably high valuation the stock trades on"  
[X Link](https://x.com/bowtiedstocks/status/2021326079668126160)  2026-02-10T20:51Z [----] followers, [----] engagements


"$CSL.AX CSL first half results - Revenue down 4% and Net profit down a staggering 81% LOL That would explain yesterday evenings abrupt CEO exit You dont see these things happening if theyre about to release a record result do you 😂 $CSL.AX CSL Chief Exec Paul McKenzie is stepping down Strong boomer shareholder base look in the rear view mirror and how fantastic the returns have been (until recently) Maybe they've even been holding since the IPO - and they will never sell because of the tax Well the https://t.co/KicQQjO42O $CSL.AX CSL Chief Exec Paul McKenzie is stepping down Strong boomer"  
[X Link](https://x.com/bowtiedstocks/status/2021345122718450075)  2026-02-10T22:06Z [----] followers, [----] engagements


"If you are a boomer and you liked $CSL.AX at $300 You should be absolutely head over heels in love with it at $150"  
[X Link](https://x.com/bowtiedstocks/status/2021364715205820458)  2026-02-10T23:24Z [----] followers, 13.9K engagements


"@lukewinchester9 Comparisons to global SaaS 😂 This is a bunch of suburban accounting practices that would change hands in the private markets at 2x earnings being rolled up to the mother ship at 15x earnings"  
[X Link](https://x.com/bowtiedstocks/status/2021406344277094686)  2026-02-11T02:10Z [----] followers, [---] engagements


"@RonShamgar ASX stalwart LoL"  
[X Link](https://x.com/bowtiedstocks/status/2021414019865964805)  2026-02-11T02:40Z [----] followers, [---] engagements


"@matt_barrie Who keeps taking all these new loans"  
[X Link](https://x.com/bowtiedstocks/status/2021414267254415396)  2026-02-11T02:41Z [----] followers, [----] engagements


"Hope you got a good wheelbarrow *AUSTRALIA 4Q HOME-LOAN VALUES RISE 9.5% Q/Q; EST. 4.8% *AUSTRALIA 4Q HOME-LOAN VALUES RISE 9.5% Q/Q; EST. 4.8%"  
[X Link](https://x.com/bowtiedstocks/status/2021438565872435391)  2026-02-11T04:18Z [----] followers, 15.2K engagements


"@AusMigrantPrint Maybe were all not bullish enough on infinity immigrant printing"  
[X Link](https://x.com/bowtiedstocks/status/2021492379858108552)  2026-02-11T07:51Z [----] followers, [--] engagements


"Just stop importing infinity immigrants Because Australia needs more homes and we need more tradies to build them. https://t.co/3I6fNNGPoE Because Australia needs more homes and we need more tradies to build them. https://t.co/3I6fNNGPoE"  
[X Link](https://x.com/bowtiedstocks/status/2021509119568679098)  2026-02-11T08:58Z [----] followers, 24.5K engagements


"@exec_sum What can you even get for that in NYC Chipotle slop bowl"  
[X Link](https://x.com/bowtiedstocks/status/2021510986990260662)  2026-02-11T09:05Z [----] followers, 10.9K engagements


"@matt_barrie Crypto Ponzi market is barely bigger than Western Sydney housing Ponzi alone"  
[X Link](https://x.com/bowtiedstocks/status/2021529417496007147)  2026-02-11T10:19Z [----] followers, [---] engagements


"@samstrades We actually have seen house prices crash in Australia as well A long time ago - Melbourne land boom 1890s and didnt regain their value until [----] So they are wrong on all counts"  
[X Link](https://x.com/bowtiedstocks/status/2021533463862776014)  2026-02-11T10:35Z [----] followers, [---] engagements


"I miss the part about a corporate CBD job where you can just go for coffee with some guys and call it work"  
[X Link](https://x.com/bowtiedstocks/status/2021739694506344857)  2026-02-12T00:14Z [----] followers, [----] engagements


"@DrewPavlou We are very close to the affordability ceiling where rents can rise no more Unless Albo keeps importing infinity immigrants and we have [--] of them sleeping in bunk beds in every house across the nation"  
[X Link](https://x.com/bowtiedstocks/status/2021746691469394126)  2026-02-12T00:42Z [----] followers, [----] engagements


"ASX is a real mine field this week The relevance of valuation is all of a sudden making itself known again for some businesses After a long slumber"  
[X Link](https://x.com/bowtiedstocks/status/2021758602936291449)  2026-02-12T01:29Z [----] followers, [----] engagements


"Our big [--] banks are absolutely creaming it with our propadee Ponzi And this Govts (i.e. taxpayers eg you) underwriting of 5% deposit sub-prime borrowers underpins all that $CBA.AX half year profit up 5% stock price up significantly yesterday $ANZ.AX first quarter cash profit up strongly stock price up 9% today Provided our Ponzi housing bubble doesnt collapse these banks will continue to do well Its a big if I think They will continue to suck more and more interest expense out of mortgage holders pockets and redirect to their shareholder base"  
[X Link](https://x.com/bowtiedstocks/status/2021766732348895436)  2026-02-12T02:02Z [----] followers, [----] engagements


"Canadian residential dwelling values have since fallen to CAD [---] trillion Their problem is theyre not Australia - propadee prices dont fall here 🚀🚀 Australia: Population - [----] million Total value of residential dwellings - $10.9 trillion Dwelling value per capita - $408k Canada: Population - [----] million Total value of residential dwellings - $9.9 trillion Dwelling value per capita - $249k Nothing to see here lol Australia: Population - [----] million Total value of residential dwellings - $10.9 trillion Dwelling value per capita - $408k Canada: Population - [----] million Total value of"  
[X Link](https://x.com/bowtiedstocks/status/2021771477276926442)  2026-02-12T02:20Z [----] followers, 22.7K engagements


"If this happens propadee can go higher 🚀🚀🚀 Hope you got a good wheelbarrow @DrewPavlou We are very close to the affordability ceiling where rents can rise no more Unless Albo keeps importing infinity immigrants and we have [--] of them sleeping in bunk beds in every house across the nation @DrewPavlou We are very close to the affordability ceiling where rents can rise no more Unless Albo keeps importing infinity immigrants and we have [--] of them sleeping in bunk beds in every house across the nation"  
[X Link](https://x.com/bowtiedstocks/status/2021826399829733800)  2026-02-12T05:59Z [----] followers, [----] engagements


"@AusMigrantPrint What if your printer runs out of migrant cartridges"  
[X Link](https://x.com/bowtiedstocks/status/2021843139615764500)  2026-02-12T07:05Z [----] followers, [--] engagements


"@thanium Hope you got a good wheelbarrow"  
[X Link](https://x.com/bowtiedstocks/status/2021844318332563780)  2026-02-12T07:10Z [----] followers, [--] engagements


"@AusMigrantPrint I guess theres a couple more billion on the subcontinent that would like to be here"  
[X Link](https://x.com/bowtiedstocks/status/2021844535715016729)  2026-02-12T07:11Z [----] followers, [--] engagements


"@HighyieldHarry Have you see how law firms and accounting firms operate"  
[X Link](https://x.com/bowtiedstocks/status/2021846885166915760)  2026-02-12T07:20Z [----] followers, [---] engagements


"'Quality' boomer ASX portfolio is taking some hits All of a sudden indexing into a bank and resource heavy exchange isn't looking so bad"  
[X Link](https://x.com/bowtiedstocks/status/2021849136879087968)  2026-02-12T07:29Z [----] followers, [----] engagements


"@d_asher @DrewPavlou Wowzers"  
[X Link](https://x.com/bowtiedstocks/status/2021873592028598556)  2026-02-12T09:06Z [----] followers, [--] engagements


"@SniffRocks Banks and resources - 50% of index CSL - 5-10% of index ASX [---] up 33% over [--] years CSL down 45% over [--] years That about right"  
[X Link](https://x.com/bowtiedstocks/status/2021890592842916001)  2026-02-12T10:14Z [----] followers, [---] engagements


"@matt_barrie Theyve stopped importing infinity immigrants there though Matt Albo cant stop wont stop importing infinity immigrants"  
[X Link](https://x.com/bowtiedstocks/status/2021890866777047417)  2026-02-12T10:15Z [----] followers, [----] engagements


"@matt_barrie They need to pivot to tents"  
[X Link](https://x.com/bowtiedstocks/status/2021902440787063143)  2026-02-12T11:01Z [----] followers, [---] engagements


"@TaxPawspective @NatedawgO7 You never know has to happen one day"  
[X Link](https://x.com/bowtiedstocks/status/2021913759321915897)  2026-02-12T11:46Z [----] followers, [--] engagements


"@CaudalRaphe @Tbone_Al Obviously theyre a big fan of JBL to the tune of $1.2bn of other peoples money"  
[X Link](https://x.com/bowtiedstocks/status/2021917418445222123)  2026-02-12T12:00Z [----] followers, [--] engagements


"Darth in the US says US housing market is cooked They are on 5-7x household income Australia on 8-9x household income says hold my farking beer 🍺 Put a fucking fork in the housing market. Its fucking done. The next [--] years will look NOTHING like the last. Put a fucking fork in the housing market. Its fucking done. The next [--] years will look NOTHING like the last"  
[X Link](https://x.com/bowtiedstocks/status/2022078574136844628)  2026-02-12T22:41Z [----] followers, [----] engagements


"@rhysdiab How well does this do when our housing market starts tumbling is my big question"  
[X Link](https://x.com/bowtiedstocks/status/2022085743477444700)  2026-02-12T23:09Z [----] followers, [---] engagements


"@MarkoMatvikov Dont do it Marko you cant put a price on dignity"  
[X Link](https://x.com/bowtiedstocks/status/2022120433408233574)  2026-02-13T01:27Z [----] followers, [---] engagements


"@RonShamgar Nibbling on anything today Ron"  
[X Link](https://x.com/bowtiedstocks/status/2022143332445835699)  2026-02-13T02:58Z [----] followers, [---] engagements


"@Galto2sd7474 @andrewbogut Haha not good Youd still have to have a fair bit of debt against it at retirement age for that to work wouldnt you"  
[X Link](https://x.com/bowtiedstocks/status/2022222007698673879)  2026-02-13T08:11Z [----] followers, [--] engagements


"@DominicDirupo I kind of think the same about [--] bikes bike shops Lots buying bikes during Covid lockdowns but besides that its a pretty irregular purchase / store visit The one down the road from me is never busy"  
[X Link](https://x.com/bowtiedstocks/status/2022508240106590337)  2026-02-14T03:08Z [----] followers, [---] engagements


"@rhysdiab My view is we need to see a higher unemployment rate to conclude bottom of cycle earnings store footprint shrinking etc"  
[X Link](https://x.com/bowtiedstocks/status/2022525947661160790)  2026-02-14T04:18Z [----] followers, [--] engagements


"I look at the ASX Top [--] and for the life of me I have no idea where the growth is going to come from. Banks - household debt and credit growth has been stretched to where it can be stretched no more Supermarkets / Wesfarmers - some top line revenue growth from govt importing infinity immigrants but their margins are under pressure in a high cost inflationary environment Goodman - on an insane multiple reliant on data centre story which our energy policy cannot deliver So maybe we need resources to pump Commodities super cycle Thoughts https://twitter.com/i/web/status/2005530092701893109"  
[X Link](https://x.com/bowtiedstocks/status/2005530092701893109)  2025-12-29T06:43Z [----] followers, 42K engagements


"$REA.AX REA Group wanted to buy Rightmove $RMV at 700+ per share in September [----] They should be head over heels in love with it now at 440"  
[X Link](https://x.com/bowtiedstocks/status/2019225594240856227)  2026-02-05T01:44Z [----] followers, [----] engagements


"@tempocap2 It gets even sadder when you overlay the debt load"  
[X Link](https://x.com/bowtiedstocks/status/2022143018057511256)  2026-02-13T02:57Z [----] followers, [--] engagements


"There was a time when markets traded on 10x earnings Maybe were just going back to that"  
[X Link](https://x.com/bowtiedstocks/status/2022160020658667880)  2026-02-13T04:04Z [----] followers, [----] engagements


"Barbecues Galore in administration this week It shouldnt come as a shock - private equity firm Quadrant was a long term owner and offloaded its dud investment to Gordon Brothers a firm specializing in distressed / complex assets Most likely an unsustainable debt burden under the private equity modus operandi Im yet to be convinced private equity as a business model actually works in anything other than a structurally declining interest rate environment I guess time will tell https://twitter.com/i/web/status/2022229362393891007 https://twitter.com/i/web/status/2022229362393891007"  
[X Link](https://x.com/bowtiedstocks/status/2022229362393891007)  2026-02-13T08:40Z [----] followers, [----] engagements


"If youre a TV streamer Hope you got a good wheelbarrow"  
[X Link](https://x.com/bowtiedstocks/status/2022256413888921667)  2026-02-13T10:27Z [----] followers, [----] engagements


"Everyone accepts that $2m for a nothing flash one bedroom apartment is utterly absurd What they have a much harder time accepting is prices will fall significantly to correct this utter absurdity My best guess is the value of this apartment will be $700k in real dollars in a decades time Either house prices crash or the currency crashes or both 👍 My apartment in Sydney is worth close to $2m. One bedroom. Nothing flash. Thats just what housing costs now. If thats the reality for a one bedroom I honestly dont know how the average Aussie is supposed to make it. Something has gone seriously"  
[X Link](https://x.com/bowtiedstocks/status/2022459004950397029)  2026-02-13T23:52Z [----] followers, 30.8K engagements


"@Restructuring__ Not so bad doing this while youre young and have the energy It can provide a very good financial base"  
[X Link](https://x.com/bowtiedstocks/status/2022826878503973217)  2026-02-15T00:14Z [----] followers, 13K engagements


"I have a feeling there are more empty platitudes coming here Currently the average Aussie starting out from scratch today has precisely zero chance of owning a home The only way to make them affordable is for house prices to fall by around 50% I dont think Angus Taylor is going to come out and say he wants to see that happen - it would be political suicide Owning a home should be within reach for every Australian. @SenatorHume and I will fight every day to make sure every Australian has a real chance to own their own home. 🏡 https://t.co/2277mrhyvR Owning a home should be within reach for"  
[X Link](https://x.com/bowtiedstocks/status/2022827681981792341)  2026-02-15T00:17Z [----] followers, [----] engagements


"@junkbondanalyst You are the index match to my vlookup"  
[X Link](https://x.com/bowtiedstocks/status/2022831333203140617)  2026-02-15T00:32Z [----] followers, [--] engagements


"@SpachusAus Mate - in Australia its religion And to speak ill of our propadee Ponzi is blasphemy"  
[X Link](https://x.com/bowtiedstocks/status/2022842775792668910)  2026-02-15T01:17Z [----] followers, [---] engagements


"How does $GOOG Google generate an attractive additional return for shareholders on $185bn of capex spend"  
[X Link](https://x.com/bowtiedstocks/status/2019368127260422168)  2026-02-05T11:10Z [----] followers, [----] engagements


"The Australian taxpayer Whats this yoga pose called https://t.co/QibkmPS2nG Whats this yoga pose called https://t.co/QibkmPS2nG"  
[X Link](https://x.com/bowtiedstocks/status/2019899557522669761)  2026-02-06T22:22Z [----] followers, 169.8K engagements


"Digital gold down strongly Actual gold up strongly Whats causing this"  
[X Link](https://x.com/bowtiedstocks/status/2020422116181709121)  2026-02-08T08:59Z [----] followers, [----] engagements


"$PME.AX Promedicus Net Profit After Tax for the half of $171m on $129m of total revenue is pretty mind bending stuff"  
[X Link](https://x.com/bowtiedstocks/status/2021776861467152824)  2026-02-12T02:42Z [----] followers, [----] engagements


"Australian household wealth by asset class We are all in on propadee unsurprisingly with a bit also tucked away in super"  
[X Link](https://x.com/bowtiedstocks/status/2021916867754098731)  2026-02-12T11:58Z [----] followers, [----] engagements


"Get ready for the correction Unprecedented disconnect between home sales and mortgage rates https://t.co/ieD4ICZSH9 Unprecedented disconnect between home sales and mortgage rates https://t.co/ieD4ICZSH9"  
[X Link](https://x.com/bowtiedstocks/status/2022085891540607192)  2026-02-12T23:10Z [----] followers, [----] engagements


"I was told stock prices were going higher by the great JBL herself What is happening Phew what a relief JBL says shares go higher in [----] https://t.co/TplHivkD4J Phew what a relief JBL says shares go higher in [----] https://t.co/TplHivkD4J"  
[X Link](https://x.com/bowtiedstocks/status/2022142851824652406)  2026-02-13T02:56Z [----] followers, [----] engagements


"$2m for a one bedder apartment makes sense in a world where your $20 bread loaf goes to $2000 a loaf Hope you got a good wheelbarrow Everyone accepts that $2m for a nothing flash one bedroom apartment is utterly absurd What they have a much harder time accepting is prices will fall significantly to correct this utter absurdity My best guess is the value of this apartment will be $700k in real dollars in a Everyone accepts that $2m for a nothing flash one bedroom apartment is utterly absurd What they have a much harder time accepting is prices will fall significantly to correct this utter"  
[X Link](https://x.com/bowtiedstocks/status/2022498456414359823)  2026-02-14T02:29Z [----] followers, [----] engagements


"@skeen7908 Replacement cost =/= value If you think it does take a look at the commercial office market"  
[X Link](https://x.com/bowtiedstocks/status/2022518871253749796)  2026-02-14T03:50Z [----] followers, [---] engagements


"Newstead Brisbane is basically the Docklands of Melbourne Except in Brisbane Newstead is seen as a desirable area by some Whereas not many in Melbourne rate Docklands But they are basically the same thing So what gives"  
[X Link](https://x.com/bowtiedstocks/status/2022548932187058392)  2026-02-14T05:50Z [----] followers, [----] engagements


"Living in a $2m home with $0 invested and $1m mortgage: Australian Living in a $500k home with $2m invested: happiness. Living in a $2m home with $500k invested: misery Living in a $500k home with $2m invested: happiness. Living in a $2m home with $500k invested: misery"  
[X Link](https://x.com/bowtiedstocks/status/2022845200624935202)  2026-02-15T01:27Z [----] followers, [----] engagements

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