# ![@cloneinvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::958195028958040065.png) @cloneinvestor 13F investor

13F investor posts on X about $amzn, $cost, $csu, $mco the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::958195028958040065/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::958195028958040065/c:line/m:interactions.svg)

- [--] Week [---] -92%
- [--] Month [------] -1.50%
- [--] Months [-------] +314%
- [--] Year [-------] +119%

### Mentions: [--] [#](/creator/twitter::958195028958040065/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::958195028958040065/c:line/m:posts_active.svg)

- [--] Week [--] -50%
- [--] Month [--] -14%
- [--] Months [--] +26%
- [--] Year [--] +33%

### Followers: [-----] [#](/creator/twitter::958195028958040065/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::958195028958040065/c:line/m:followers.svg)

- [--] Week [-----] -0.07%
- [--] Month [-----] +0.97%
- [--] Months [-----] +1.60%
- [--] Year [-----] +2.30%

### CreatorRank: undefined [#](/creator/twitter::958195028958040065/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::958195028958040065/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [celebrities](/list/celebrities)  [luxury brands](/list/luxury-brands)  [currencies](/list/currencies) 

**Social topic influence**
[$amzn](/topic/$amzn), [$cost](/topic/$cost), [$csu](/topic/$csu), [$mco](/topic/$mco), [asml](/topic/asml), [$ma](/topic/$ma), [$spgi](/topic/$spgi), [$googl](/topic/$googl), [$lad](/topic/$lad), [$fnd](/topic/$fnd)

**Top accounts mentioned or mentioned by**
[@qualityinvest5](/creator/undefined) [@bkaellner](/creator/undefined) [@invesquotes](/creator/undefined) [@valuestockgeek](/creator/undefined) [@returnoncap](/creator/undefined) [@chitchatstocks](/creator/undefined) [@ldiscernment](/creator/undefined) [@mplycap](/creator/undefined) [@johnhuber72](/creator/undefined) [@lhamtil](/creator/undefined) [@autosanalyst](/creator/undefined) [@jerrycap](/creator/undefined) [@qualityequities](/creator/undefined) [@equicompound](/creator/undefined) [@focusedcompound](/creator/undefined) [@longequity](/creator/undefined) [@ramcocapital](/creator/undefined) [@typhoongirl](/creator/undefined) [@divergent7651](/creator/undefined) [@retaox](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Costco Hot Dog (COST)](/topic/$cost) [Moody's Corporation (MCO)](/topic/$mco) [Mastercard, Inc. (MA)](/topic/$ma) [S&P Global Inc (SPGI)](/topic/$spgi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg) [SBA Communications Corporation (SBAC)](/topic/$sbac) [Msci Inc (MSCI)](/topic/$msci) [Alibaba Group (BABA)](/topic/$baba) [Micron Technology, Inc. (MU)](/topic/$mu) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Autozone Inc (AZO)](/topic/$azo) [Home Depot, Inc. (HD)](/topic/$hd) [Apple, Inc. (AAPL)](/topic/$aapl) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [General Electric Company (GE)](/topic/$ge) [Costco Wholesale Corporation (COST)](/topic/costco) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Lowes Companies Inc (LOW)](/topic/$low) [Heima (HEI)](/topic/$hei) [APi Group Corporation (APG)](/topic/$apg) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Microsoft Corp. (MSFT)](/topic/$msft) [American Tower Corp (AMT)](/topic/$amt) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [UnitedHealth Group (UNH)](/topic/$unh) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Fenerbahçe Token (FB)](/topic/$fb) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Paramount Global (PARA)](/topic/$para) [IDEX Corporation (IEX)](/topic/$iex) [Bitcoin (BTC)](/topic/$btc) [Walmart, Inc. (WMT)](/topic/$wmt) [Canadian National Railway (CNI)](/topic/$cni) [American Express Company (AXP)](/topic/$axp) [Evotec SE (EVO)](/topic/$evo) [PepsiCo, Inc. (PEP)](/topic/$pep) [Basis Cash (BAC)](/topic/$bac) [Wells Fargo & Co (WFC)](/topic/$wfc) [Danaher Corporation (DHR)](/topic/$dhr) [Loar Holdings Inc (LOAR)](/topic/$loar) [Spotify Technology (SPOT)](/topic/spotify) [Adobe, Inc. (ADBE)](/topic/$adbe) [QuantumCore (QBS)](/topic/quantum) [TERRY (TERRY)](/topic/terry)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@rationalwalk $FVAC is an interesting prospect"  
[X Link](https://x.com/cloneinvestor/status/1329088117026918405)  2020-11-18T15:44Z [----] followers, [--] engagements


"@bizkid92 $FB 52:40 $IKBR 53:30 Thanks But I really just steal the research from investors I admire. I have never read a 10K in my life. They do that for free for me :) https://youtu.be/cQfLPnsDvcE https://youtu.be/cQfLPnsDvcE"  
[X Link](https://x.com/cloneinvestor/status/1343972435679449088)  2020-12-29T17:29Z [----] followers, [--] engagements


"Ok I see you tweedy Browne 👀. $BABA $GOOGL"  
[X Link](https://x.com/cloneinvestor/status/1425845336845733889)  2021-08-12T15:43Z [----] followers, [--] engagements


"$REYSAS $BABA $SRG $MU @bkaellner Cloning the Cloner who Clones Cloneception"  
[X Link](https://x.com/cloneinvestor/status/1431260567386431493)  2021-08-27T14:21Z [----] followers, [--] engagements


"Love this guy. Really resonates w me. $SMLR Happy thanksgiving all. Honored to be hosted on @EquityMates to share some thoughts with the @SohnHeartsMinds family. Grateful to this community and for the opportunity to contribute. Best to you all. Good hunting 👊🏼 Happy thanksgiving all. Honored to be hosted on @EquityMates to share some thoughts with the @SohnHeartsMinds family. Grateful to this community and for the opportunity to contribute. Best to you all. Good hunting 👊🏼"  
[X Link](https://x.com/cloneinvestor/status/1463912282098970638)  2021-11-25T16:47Z [----] followers, [--] engagements


"Small cap value $VBR flat periods. Quickly looked at the chart so dont quote me. Lol [--] yrs 72-75 [--] yrs 86-90 [--] yrs 00-09 [--] yrs 07-12 [--] yrs 14-00"  
[X Link](https://x.com/cloneinvestor/status/1620499771386642432)  2023-01-31T19:10Z [----] followers, [----] engagements


"$AZO and $ORLY have been so good to me during bull and bear markets. Great stock"  
[X Link](https://x.com/cloneinvestor/status/1620796951989215232)  2023-02-01T14:51Z [----] followers, [----] engagements


"Buffett basically out of $TSM. Cut position -86%"  
[X Link](https://x.com/cloneinvestor/status/1625608286836760586)  2023-02-14T21:29Z [----] followers, [----] engagements


"Friendly reminder that you cant time a stock. Berkshires share purchases of $PARA IF they bought at the low of each quarter"  
[X Link](https://x.com/cloneinvestor/status/1625623001184993280)  2023-02-14T22:28Z [----] followers, [----] engagements


"Is this why Buffett doesnt invest in $AMZN I regard Alibaba as one of the BIGGEST MISTAKES I ever made. In thinking about $BABA I got charmed by their position in the Chinese internet and didnt stop to realize theyre still a gawd-damned retailer. Charlie Munger"  
[X Link](https://x.com/cloneinvestor/status/1626686946557808663)  2023-02-17T20:56Z [----] followers, [----] engagements


"@bkaellner $MCO The one stock id like to buy but cant is $IEX Indian energy exchange"  
[X Link](https://x.com/cloneinvestor/status/1634271516274708489)  2023-03-10T19:14Z [----] followers, [----] engagements


"@bkaellner @paulgabrail I agree I agree I agree. I listen more to his personal portfolio where he has like 80% in two holdings. $amzn and.$BTC"  
[X Link](https://x.com/cloneinvestor/status/1659380527311249411)  2023-05-19T02:08Z [----] followers, [--] engagements


"$MU: Buffet didnt like $TSM because of the threat of China. Li Lu and Pabrai are selling(could be a million reasons why). They worked on it together. Rev: China 10% China + Taiwan 30% PPE: China + Taiwan 30%"  
[X Link](https://x.com/cloneinvestor/status/1660656286780801024)  2023-05-22T14:38Z [----] followers, [----] engagements


"@ValueStockGeek @thenelsonsmith Why $V $MA"  
[X Link](https://x.com/cloneinvestor/status/1662668667690131456)  2023-05-28T03:54Z [----] followers, [---] engagements


"@NestBetter @retaox about two years ago I remember seeing two opposing views about the threat of a government payment system to $V and $MA from yall. It was supposed to happen in [----]. Would yall mind telling what that system was I hope Im correct with my memory 😅😅😅"  
[X Link](https://x.com/cloneinvestor/status/1670392936071086083)  2023-06-18T11:28Z [----] followers, [--] engagements


"People love $COST as a stock but I cant seem to find the difference between it and Sams club $WMT as a consumer"  
[X Link](https://x.com/cloneinvestor/status/1670626436405686274)  2023-06-19T02:55Z [----] followers, [--] engagements


"I know nothing of bonds. if you hold a 2% bond and interest rates / bond yields go up 4% does your 2% bond get marked down by 50% And vice versa: if you hold a 4% bonds and interest rates / bond yields go down to 2% does your 4% bond get marked up 100%"  
[X Link](https://x.com/cloneinvestor/status/1678814795170971666)  2023-07-11T17:18Z [----] followers, [----] engagements


"@bkaellner $LAD $CNI $SPGI & $V buys at high valuations but why"  
[X Link](https://x.com/cloneinvestor/status/1691863283509195081)  2023-08-16T17:23Z [----] followers, [---] engagements


"@bkaellner @CMPD26 @JackDuffley @KaranMGurnani @TomInvesting @afterinvestor Yes $BRK $COST $AMZN + $ASOMY"  
[X Link](https://x.com/cloneinvestor/status/1692983275831046354)  2023-08-19T19:34Z [----] followers, [--] engagements


"@EquiCompound Thanks your write on $FND is wonderful. Was wondering how much conviction you had on it is why I asked :)"  
[X Link](https://x.com/cloneinvestor/status/1693817685161767248)  2023-08-22T02:49Z [----] followers, [--] engagements


"@returnoncap Why $MCO $SPGI & $MA $V"  
[X Link](https://x.com/cloneinvestor/status/1695907245219828122)  2023-08-27T21:12Z [----] followers, [----] engagements


"@returnoncap Thank you 🙏🏻"  
[X Link](https://x.com/cloneinvestor/status/1695907928731963481)  2023-08-27T21:15Z [----] followers, [---] engagements


"@EquiCompound @IggyOnInvesting Interesting. From your cost basis or the current price"  
[X Link](https://x.com/cloneinvestor/status/1698683900648661470)  2023-09-04T13:06Z [----] followers, [---] engagements


"If you could see [--] peoples personal portfolio who would it be Mark leonard Ted weschler Todd combs"  
[X Link](https://x.com/cloneinvestor/status/1701691413912518665)  2023-09-12T20:17Z [----] followers, [----] engagements


"@EquiCompound From Mungers art of stock picking This made me think of $FND vs $LOW & $HD. But is interesting because $FND is the scaler compared to its lesser competitors"  
[X Link](https://x.com/cloneinvestor/status/1702066540764447012)  2023-09-13T21:07Z [----] followers, [---] engagements


"$AXP ceo daily routine. The 7:30pm -11:30pm a swing customer emails sound exhausting. https://fortune.com/2023/09/20/warren-buffett-berkshire-hathaway-advice-america-express-stephen-squeri/ https://fortune.com/2023/09/20/warren-buffett-berkshire-hathaway-advice-america-express-stephen-squeri/"  
[X Link](https://x.com/cloneinvestor/status/1704764463595786341)  2023-09-21T07:48Z [----] followers, [---] engagements


"@alc2022 $EVVTY $EVO"  
[X Link](https://x.com/cloneinvestor/status/1706878187693637908)  2023-09-27T03:47Z [----] followers, [---] engagements


"$FND is implementing the $COST model much like $$HD did per Charlie Munger"  
[X Link](https://x.com/cloneinvestor/status/1719346079508873518)  2023-10-31T13:30Z [----] followers, [----] engagements


"Its amazing observation to me that Buffett could have bought $PEP and done just as well if not better. Only an observation I was surprised by"  
[X Link](https://x.com/cloneinvestor/status/1725626002091471039)  2023-11-17T21:24Z [----] followers, [----] engagements


"Over the past [--] years weve had [--] positions with gains or losses above $10000. Of those only six were losers and three of those were very close to breakeven. The biggest loss resulted in less than a 5% hit to the funds performance. Dev kantasaria Valley forge 10/2019"  
[X Link](https://x.com/cloneinvestor/status/1726601028047692077)  2023-11-20T13:58Z [----] followers, 37.5K engagements


"@AndrewRangeley @JohnHuber72 Munger said that $FND was doing the $COST playbook. Please explain how they are doing this"  
[X Link](https://x.com/cloneinvestor/status/1735079173247394054)  2023-12-13T23:28Z [----] followers, [---] engagements


"@BrianFeroldi 1% $AMZN gives only 0.4% alpha Port1: $AMZN 1% S&P500 99% Port2: $AMZN 100% Port3: S&P500 100%"  
[X Link](https://x.com/cloneinvestor/status/1740595723119559047)  2023-12-29T04:48Z [----] followers, [----] engagements


"@RihardJarc Out of curiosity have you started using chat gpt bard etc more than Google"  
[X Link](https://x.com/cloneinvestor/status/1747426898630566090)  2024-01-17T01:13Z [----] followers, [---] engagements


"@orrdavid Honest question Ive never really researched it. Who are considered the top [--] investors who made the majority of their wealth short selling"  
[X Link](https://x.com/cloneinvestor/status/1761616574526419229)  2024-02-25T04:58Z [----] followers, [----] engagements


"@ValueStockGeek @CDInewsletter I agree. The only thing that deters me is that once he dies whatever hes leaving his wife is 90% on the s&p500 and 10% bonds. No berkshire"  
[X Link](https://x.com/cloneinvestor/status/1773111193013543123)  2024-03-27T22:13Z [----] followers, [---] engagements


"@lhamtil @autosanalyst $LAD $ABG district monopolies in franchise dealers. Low competition roll ups buybacks high margin finance higher margin service"  
[X Link](https://x.com/cloneinvestor/status/1779111705898820054)  2024-04-13T11:37Z [----] followers, [---] engagements


"@lhamtil @autosanalyst $LAD is family controlled. Can have a long term view"  
[X Link](https://x.com/cloneinvestor/status/1779176562006302963)  2024-04-13T15:55Z [----] followers, [---] engagements


"@AgnosticCapital @lhamtil @autosanalyst $LAD cause low agency cost. However I wouldnt be surprised if $ABG outperformed. i think their high gross margin from services helps with cyclicality. They were only down single digits eps during gfc I believe. I buy a share of each every week"  
[X Link](https://x.com/cloneinvestor/status/1779179551546884492)  2024-04-13T16:07Z [----] followers, [---] engagements


"@AgnosticCapital @lhamtil @autosanalyst Im probably biased because more superinvestors own $LAD than $ABG"  
[X Link](https://x.com/cloneinvestor/status/1779179884167758220)  2024-04-13T16:08Z [----] followers, [---] engagements


"With a $200B cash pile I wonder why he doesn't disperse more to Todd / Ted to deploy"  
[X Link](https://x.com/cloneinvestor/status/1786869580125659360)  2024-05-04T21:24Z [----] followers, [----] engagements


"@CCM_Brett Whatever $MCO & $SPGI moats are considered are extremely strong. Shared economies scale is hard to beat. Network effect hard to beat"  
[X Link](https://x.com/cloneinvestor/status/1801065013433503831)  2024-06-13T01:32Z [----] followers, [---] engagements


"@TheTranscript_ @elonmusk He should base his comp off of that. And put it up a shareholder vote of course"  
[X Link](https://x.com/cloneinvestor/status/1801805854552834256)  2024-06-15T02:36Z [----] followers, [---] engagements


"Does thesis not wrk anymre $LAD $ABG OEMs approve acquisitions to ensure they go to hi-qual buyers prioritizing this over the seller's deal.They want big players bc theyre more capable creating a barrier to entry that benefits big dealers. Low competition keeps prices low. Heres a mind-blowing statistic: [---] dealerships sold in Q1 the most out of any quarter in the history of auto retail. Whats behind all this demand Its not that stores are cheap (in fact dealership valuations are still near all-time highs). And its not due to big public Heres a mind-blowing statistic: [---] dealerships sold in"  
[X Link](https://x.com/cloneinvestor/status/1801944285434044468)  2024-06-15T11:46Z [----] followers, [----] engagements


"Does thesis not wrk anymre $LAD $ABG OEMs approve acquisitions to ensure they go to hi-qual buyers prioritizing this over the seller's deal.They want big players bc theyre more capable creating a barrier to entry that benefits big dealers. Low competition keeps prices low. Heres a mind-blowing statistic: [---] dealerships sold in Q1 the most out of any quarter in the history of auto retail. Whats behind all this demand Its not that stores are cheap (in fact dealership valuations are still near all-time highs). And its not due to big public Heres a mind-blowing statistic: [---] dealerships sold in"  
[X Link](https://x.com/cloneinvestor/status/1802682051079840245)  2024-06-17T12:37Z [----] followers, [----] engagements


"@chitchatstocks Nick sleep hasnt sold $COST yet. https://whalewisdom.com/filer/igy-ltd https://whalewisdom.com/filer/igy-ltd"  
[X Link](https://x.com/cloneinvestor/status/1806020043186348401)  2024-06-26T17:41Z [----] followers, [---] engagements


"@ToffCap $AMZN -30% pos. tangible + intangible moat + growth. Cost basis $144. Bought in [----] right before it crashed. 🥴 $GOOGL 13% pos. Bought during Covid when it was considered one of the best business models ever created. Moat tbd. Cost $65"  
[X Link](https://x.com/cloneinvestor/status/1806480882540106207)  2024-06-28T00:12Z [----] followers, [---] engagements


"If $COST was a drink https://youtube.com/shorts/nuFxDNEaz1Ysi=VszVne8aD2JkCyOz https://youtube.com/shorts/nuFxDNEaz1Ysi=VszVne8aD2JkCyOz"  
[X Link](https://x.com/cloneinvestor/status/1809280632234864822)  2024-07-05T17:38Z [----] followers, [---] engagements


"@ValueStockGeek Have you looked into the tower companies yet $AMT $SBAC"  
[X Link](https://x.com/cloneinvestor/status/1809938508766712198)  2024-07-07T13:12Z [----] followers, [---] engagements


"$AMT buying core site data centers seemed to me like a classic case of diworsifying. However future demand makes me feel a little better about it. Not good but a little better. I like the idea of buying more towers instead. Some interesting slides about data centers and the impact of IA from Blackstone https://t.co/0ooibx425l Some interesting slides about data centers and the impact of IA from Blackstone https://t.co/0ooibx425l"  
[X Link](https://x.com/cloneinvestor/status/1811386731695894615)  2024-07-11T13:07Z [----] followers, [----] engagements


"$SBAC Warren Buffett's super simple stock selection criteria: [--]. Buy for 15x forward earnings [--]. 90% confidence it'll earn more in five years [--]. 50% confidence it'll compound by 7% per year That's it. Buffett limits himself to the S&P [---] but you don't have to. Warren Buffett's super simple stock selection criteria: [--]. Buy for 15x forward earnings [--]. 90% confidence it'll earn more in five years [--]. 50% confidence it'll compound by 7% per year That's it. Buffett limits himself to the S&P [---] but you don't have to"  
[X Link](https://x.com/cloneinvestor/status/1811717961939321126)  2024-07-12T11:03Z [----] followers, [----] engagements


"@TheGarpInvestor and also what did Buffett see in $BAC and $WFC that he didn't see in $JPM"  
[X Link](https://x.com/cloneinvestor/status/1813233732515443117)  2024-07-16T15:26Z [----] followers, [---] engagements


"@fahdananta Theragun S9+ iRobot"  
[X Link](https://x.com/cloneinvestor/status/1814842037143019896)  2024-07-21T01:57Z [----] followers, [---] engagements


"@leah_walczak Which reit is he buying with the $20M"  
[X Link](https://x.com/cloneinvestor/status/1815853798943834212)  2024-07-23T20:57Z [----] followers, [--] engagements


"@ObscurValuation $SBAC is 16x affo"  
[X Link](https://x.com/cloneinvestor/status/1815899525405425809)  2024-07-23T23:59Z [----] followers, [---] engagements


"@ValueStockGeek $AZO $ORLY"  
[X Link](https://x.com/cloneinvestor/status/1816813027813130620)  2024-07-26T12:29Z [----] followers, [---] engagements


"Man if the market ever goes in to a big draw down I hope $FICO price gets blown into oblivion. Also I wonder if I will have the balls to invest if it did 😂"  
[X Link](https://x.com/cloneinvestor/status/1819038472113381443)  2024-08-01T15:52Z [----] followers, [----] engagements


"$FICO please go down with the market 😭😭😭😭😭😭😭😭"  
[X Link](https://x.com/cloneinvestor/status/1820453614911107482)  2024-08-05T13:35Z [----] followers, [--] engagements


"Awesome idea. $DHR is doing this with the biological drug process. Once the fda approves a bio drug it locks in place the entire manufacturing process. There are 20k bio drugs in development. $TDG $HEI in advance of trillions of dollars flowing into the semiconductor industry im going to raise an spv to roll up as much of the semicap supply chain as possible (for context asml alone has 5k suppliers) w the goal of becoming a mission critical component supplier to the industry in advance of trillions of dollars flowing into the semiconductor industry im going to raise an spv to roll up as much"  
[X Link](https://x.com/cloneinvestor/status/1821142983560843391)  2024-08-07T11:14Z [----] followers, [----] engagements


"@EquityBrian I believe hes owned it since [----]. It just now went public"  
[X Link](https://x.com/cloneinvestor/status/1822311895136645258)  2024-08-10T16:39Z [----] followers, [--] engagements


"Please send write ups on $LOAR Share and like to get some attention on this"  
[X Link](https://x.com/cloneinvestor/status/1823760021894889682)  2024-08-14T16:34Z [----] followers, [----] engagements


"I thought more 13fs would be jumping into $V"  
[X Link](https://x.com/cloneinvestor/status/1824137662628082056)  2024-08-15T17:34Z [----] followers, [---] engagements


"@FocusedCompound I think he has a few international stocks per tikr which makes it not as concentrated"  
[X Link](https://x.com/cloneinvestor/status/1826084234399822021)  2024-08-21T02:29Z [----] followers, [----] engagements


"@LukeWolgram You post good stuff though"  
[X Link](https://x.com/cloneinvestor/status/1829569920298111237)  2024-08-30T17:20Z [----] followers, [---] engagements


"$FICO Charlie Munger's no-brainer investment: https://t.co/oGvZ3Duzwa Charlie Munger's no-brainer investment: https://t.co/oGvZ3Duzwa"  
[X Link](https://x.com/cloneinvestor/status/1832952204535218272)  2024-09-09T01:20Z [----] followers, [----] engagements


"@ValueStockGeek $AZO $ORLY"  
[X Link](https://x.com/cloneinvestor/status/1833607576715513889)  2024-09-10T20:44Z [----] followers, [---] engagements


"Why isnt Buffett buying forever holding $OXY at these prices its a full position macro / market timing other facts changed its a full position macro / market timing other facts changed"  
[X Link](https://x.com/cloneinvestor/status/1835128322801410469)  2024-09-15T01:27Z [----] followers, [----] engagements


"@BrianMc70534532 What are cost basis Great port"  
[X Link](https://x.com/cloneinvestor/status/1835723729843974333)  2024-09-16T16:53Z [----] followers, [---] engagements


"@JerryCap @turtlebay_io CRAs I agree"  
[X Link](https://x.com/cloneinvestor/status/1836529084085555634)  2024-09-18T22:13Z [----] followers, [---] engagements


"@thexcapitalist Whats your current portfolio look like"  
[X Link](https://x.com/cloneinvestor/status/1837801171584438480)  2024-09-22T10:28Z [----] followers, [---] engagements


"@Invesquotes Dont know why I didnt do spot. I was using Apple Music and switched to Spotify cause Apple Music sucked that bad. There were no other alternatives. Such a no brainer"  
[X Link](https://x.com/cloneinvestor/status/1838339010181370241)  2024-09-23T22:05Z [----] followers, [---] engagements


"@TMTMoats What are his thoughts on $MA $SPGI $INTU $ASML"  
[X Link](https://x.com/cloneinvestor/status/1843103516900135328)  2024-10-07T01:38Z [----] followers, [---] engagements


"@InvestInAssets Dev Kantesaria disagrees with $ADBE"  
[X Link](https://x.com/cloneinvestor/status/1847100027740578069)  2024-10-18T02:18Z [----] followers, [---] engagements


"@thexcapitalist $ASML This is our cheapest name trading at a 4.5% fcf yield on our '26 estimate. Given that we expect fcf to incr at a hi-teens to low-20% annual rate over the nxt decade we consider the valuation and the potential shareholder return today quite compelling. -Dev Kantesaria"  
[X Link](https://x.com/cloneinvestor/status/1848377235343839554)  2024-10-21T14:54Z [----] followers, [---] engagements


"Buffett was approved to buy 50% of $OXY it's below his $60 purchases. Why isn't he buying Market Timing Intrinsic value changed show me tha answer $OXY was a mistake Market Timing Intrinsic value changed show me tha answer $OXY was a mistake"  
[X Link](https://x.com/cloneinvestor/status/1854957846917451929)  2024-11-08T18:43Z [----] followers, [---] engagements


"RIP Shad Rowe. A true quality buy and hold investor. He was asked how he could tell if a company was high quality. He said something to the effect I use product and its easy to see"  
[X Link](https://x.com/cloneinvestor/status/1855338035988099160)  2024-11-09T19:53Z [----] followers, 18.4K engagements


"Is this @BluegrassCap fund https://whalewisdom.com/filer/bluegrass-capital-partners-lp https://whalewisdom.com/filer/bluegrass-capital-partners-lp"  
[X Link](https://x.com/cloneinvestor/status/1858708768424346097)  2024-11-19T03:07Z [----] followers, [----] engagements


"@markymarv13 @bkaellner @chriswmayer @Quartr_App Fuck yeah baby. fuck yeah"  
[X Link](https://x.com/cloneinvestor/status/1862728421484216364)  2024-11-30T05:20Z [----] followers, [--] engagements


"@DMckdani @QualityInvest5 $WMT e-commerce is doing really really really well. Enough to worry $AMZN https://x.com/ChrisPavese/status/1847032693399474615 Very interesting color on $WMT from Head of Last Mile Delivery at $AMZN We are pretty worried about Walmart. Their systems have just become so much better than before. In the past they had a lot of fulfillment issues. Now they can turn all those physical footprints into https://x.com/ChrisPavese/status/1847032693399474615 Very interesting color on $WMT from Head of Last Mile Delivery at $AMZN We are pretty worried about Walmart. Their systems"  
[X Link](https://x.com/cloneinvestor/status/1863371724781174963)  2024-12-01T23:56Z [----] followers, [---] engagements


"@ParikPatelCFA ok this one is so good"  
[X Link](https://x.com/cloneinvestor/status/1865122901516517807)  2024-12-06T19:55Z [----] followers, [---] engagements


"@chitchatstocks no notes. ya'll are awesome"  
[X Link](https://x.com/cloneinvestor/status/1865131207706439960)  2024-12-06T20:28Z [----] followers, [--] engagements


"@LDiscernment What date is it supposed to be on nyse"  
[X Link](https://x.com/cloneinvestor/status/1865826896329478398)  2024-12-08T18:32Z [----] followers, [---] engagements


"@chitchatstocks @Invesquotes Valuation expected fcf growth. Effects of quantum computers on Asml"  
[X Link](https://x.com/cloneinvestor/status/1866632653732188425)  2024-12-10T23:54Z [----] followers, [--] engagements


"@Invesquotes I believe this is why Terry Smith sold. I wonder what Dev Kantesaria's thoughts on this would be $INTU"  
[X Link](https://x.com/cloneinvestor/status/1867261639021781388)  2024-12-12T17:34Z [----] followers, [---] engagements


"@qualityequities Would love love love love to get a hold of these letters. Dm open"  
[X Link](https://x.com/cloneinvestor/status/1868438947182854409)  2024-12-15T23:32Z [----] followers, [---] engagements


"@bkaellner $AMZN $GOOGL @JohnHuber72 was right mega caps fluctuate a lot in price every year"  
[X Link](https://x.com/cloneinvestor/status/1869049861506781608)  2024-12-17T15:59Z [----] followers, [---] engagements


"@chitchatstocks What ever happened to the $ASML podcast with @Invesquotes"  
[X Link](https://x.com/cloneinvestor/status/1869460142166884734)  2024-12-18T19:10Z [----] followers, [---] engagements


"@Invesquotes I got started investing by reading tony robbins book unbreakable"  
[X Link](https://x.com/cloneinvestor/status/1869883975021560156)  2024-12-19T23:14Z [----] followers, [---] engagements


"@QualityInvest5 Thats why ya do first principles: high quality fair price. Everything else is noise"  
[X Link](https://x.com/cloneinvestor/status/1870838194872455618)  2024-12-22T14:25Z [----] followers, [---] engagements


"@qualityequities Acuren corp $APG $CMG.TO"  
[X Link](https://x.com/cloneinvestor/status/1870839017761317255)  2024-12-22T14:29Z [----] followers, [---] engagements


"@Mr_Neutral_Man Watch @FocusedCompound videos"  
[X Link](https://x.com/cloneinvestor/status/1871523540148822042)  2024-12-24T11:49Z [----] followers, [---] engagements


"@Mr_Neutral_Man @FocusedCompound You might search the transcript of other videos that pop up when you search focus compound otcm they talk about it in passing sometimes https://youtu.be/L943oeNna_Qsi=v1ASIcEVn4vT09Oh https://youtu.be/h8CETZ7ElI0si=JuEoWCV8AG4taeQ9 https://youtu.be/L943oeNna_Qsi=v1ASIcEVn4vT09Oh https://youtu.be/h8CETZ7ElI0si=JuEoWCV8AG4taeQ9"  
[X Link](https://x.com/cloneinvestor/status/1871557004520808631)  2024-12-24T14:02Z [----] followers, [---] engagements


"What is the stock Li Lu There is a stock that everyone dislikes. Charlie invested in it at age [--]. A week before his death the stock doubled from the time he started to invest .Today the stock is still in the Munger family and the company is also performing very well"  
[X Link](https://x.com/cloneinvestor/status/1873707898708385796)  2024-12-30T12:29Z [----] followers, [----] engagements


"@echantech1 He turned [--] years old 01/01/23 he died 11/28/23. $GEO did not double during that timeframe"  
[X Link](https://x.com/cloneinvestor/status/1874088343535059121)  2024-12-31T13:40Z [----] followers, [---] engagements


"@qualityequities Doesnt like FAAG ex $$AMZN bc of side projects & poor use of capital. Admits he was wrong. They are stronger than he thought Liked $AMZN despite heavy capital base bc they could leverage it with capital light businesses. thought it would be 1st $10T company He bought & sold"  
[X Link](https://x.com/cloneinvestor/status/1901371663532667298)  2025-03-16T20:35Z [----] followers, [---] engagements


"@qualityequities $CSU doesnt like growth from acquisition companies. too many mistakes can happen"  
[X Link](https://x.com/cloneinvestor/status/1901371731006169193)  2025-03-16T20:35Z [----] followers, [---] engagements


"@long_equity $EBAY and a Chinese formula company"  
[X Link](https://x.com/cloneinvestor/status/1901824766765392281)  2025-03-18T02:35Z [----] followers, [---] engagements


"@FluentInQuality Why $MA $V"  
[X Link](https://x.com/cloneinvestor/status/1903427709327253721)  2025-03-22T12:45Z [----] followers, [---] engagements


"@JMihaljevic Im in a pickle. I bought both $AZO $ORLY around pe [--] & [--] during covid. Here are historically high pe and returns since 10/2015 pe ratio [--] -- 5x since 01/2020 pe ratio [--] -- 3x since Def leaning towards selling but it's just so hard"  
[X Link](https://x.com/cloneinvestor/status/1905421290816561289)  2025-03-28T00:46Z [----] followers, [---] engagements


"@returnoncap According to dev Kantesaria $SPGI $MCO $MA $V $ASML"  
[X Link](https://x.com/cloneinvestor/status/1906744437255901584)  2025-03-31T16:24Z [----] followers, [---] engagements


"@QualityInvest5 Makes me think of the time munger said that the only retailer hed ever touch would be Hermes $HESAY"  
[X Link](https://x.com/cloneinvestor/status/1910506213340492132)  2025-04-11T01:32Z [----] followers, [---] engagements


"@QualityInvest5 For me personally it would be able to stomach downturns. Id feel more comfortable with $MA going down 50% than $ADYEN. Ill give up the extra gains to accommodate my tolerance. Youve got a longer runway though"  
[X Link](https://x.com/cloneinvestor/status/1910828902194319702)  2025-04-11T22:54Z [----] followers, [---] engagements


"$JEPQ at 11% dividend yield. If these are the top [--] holdings. Does this mean that the fund is just selling the appreciation & distributing as a dividend If so wouldnt holding the actual holdings do better and be more tax efficient"  
[X Link](https://x.com/cloneinvestor/status/1916975299084128322)  2025-04-28T21:58Z [----] followers, [----] engagements


"@returnoncap Yeap dont disagree. But I think(I may be wrong) that instead of saying just very potent he said that with low margins its very potent. Adding [--] to [--] is a 10% increase. Not saying to correct you but rather to share something that I thought would be the opposite"  
[X Link](https://x.com/cloneinvestor/status/1924465488790163757)  2025-05-19T14:01Z [----] followers, [---] engagements


"@RAMCOCAPITAL Per dev Kantesaria"  
[X Link](https://x.com/cloneinvestor/status/1925237874514972936)  2025-05-21T17:10Z [----] followers, [---] engagements


"@GordoCap18 @RAMCOCAPITAL Id have to agree. To your point the majority of disruption comes from new tech that we couldnt even imagine. Try explaining to someone in the 1950s what the internet is"  
[X Link](https://x.com/cloneinvestor/status/1925245473259987266)  2025-05-21T17:41Z [----] followers, [--] engagements


"@RAMCOCAPITAL @evrgn11112231 Good point. Im just regurgitating a podcast I heard. But if I remember correctly tsmc owns part of $Asml and its in $Asml best interest to keep that relationship in good standing"  
[X Link](https://x.com/cloneinvestor/status/1925273296867672280)  2025-05-21T19:31Z [----] followers, [--] engagements


""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time." - Munger I want to test this with a small portfolio. What would you add/delete $MCO $SPGI $MA $V $MSCI $FICO $EFX $AMZN $COST $RACE $MSFT"  
[X Link](https://x.com/cloneinvestor/status/1927002800002564435)  2025-05-26T14:04Z [----] followers, [----] engagements


"$CSU $GOOGL $TDG $HEI $ASML $WCN $AMT $SBAC $CLLNY $AAPL $ROP $AME $GE $CPRT $META $TOITF $BRK $VRSN $MANH $MEDP $INTU $VEEV $APPF $CSGP $HERMES $FER"  
[X Link](https://x.com/cloneinvestor/status/1927002802196238757)  2025-05-26T14:04Z [----] followers, [----] engagements


"@0xHorseman My thesis is much more simple. Me: would you ever use stable coin instead of your credit card Wife: whats a stable coin"  
[X Link](https://x.com/cloneinvestor/status/1933592341945671736)  2025-06-13T18:28Z [----] followers, [----] engagements


"During the GFC $COST cut prices on essential household goods so drastically that they were taking a loss they believed the American people needed those items. when you do something like that you build goodwill with your customer that you cant quantify. -@Typhoon_Girl"  
[X Link](https://x.com/cloneinvestor/status/1934219175607886074)  2025-06-15T11:59Z [----] followers, [---] engagements


"GREG ABEL: our top [--] businesses account for 85% 86% of our underlying cash flows in the group. So its pretty easy to know where you should be spending your time. @MohnishPabrai @Typhoon_Girl Perhaps ajit Jain isnt included in top investment"  
[X Link](https://x.com/cloneinvestor/status/1935185969600200959)  2025-06-18T04:01Z [----] followers, [---] engagements


"MUNGER: I know the guy who invests with the banker that backed the Costco copy which was Home Depot. He also backed Eli Lilly very early. He has several billion dollars between those two investments. And in a lifetime of investment banking that's what he got: two $FND"  
[X Link](https://x.com/cloneinvestor/status/1935316315176104185)  2025-06-18T12:39Z [----] followers, [----] engagements


"@gauravthadanii Munger said that $FND is also a $COST copy"  
[X Link](https://x.com/cloneinvestor/status/1935374065394495617)  2025-06-18T16:28Z [----] followers, [--] engagements


"@chriswmayer This has Joseph R. Shaposhnikwritten all over it"  
[X Link](https://x.com/cloneinvestor/status/1935421387818049915)  2025-06-18T19:36Z [----] followers, [---] engagements


"@escvel0city11 $TIC next @LDiscernment"  
[X Link](https://x.com/cloneinvestor/status/1936150380968067088)  2025-06-20T19:53Z [----] followers, [---] engagements


"@ragingbullcap @retaox $NRP $LAD $ABG $PHM $DHI $LEN"  
[X Link](https://x.com/cloneinvestor/status/1939501615314243743)  2025-06-30T01:49Z [----] followers, [---] engagements


"This is one brave soul shorting $COST even with it's high valuation which it can hold for years. https://www.valueinvestorsclub.com/idea/COSTCO_WHOLESALE_CORP/5688425322 https://www.valueinvestorsclub.com/idea/COSTCO_WHOLESALE_CORP/5688425322"  
[X Link](https://x.com/cloneinvestor/status/1940766843574395350)  2025-07-03T13:37Z [----] followers, [---] engagements


"@long_equity For $CSU are you using FCFA2S If so what do you have per share Theres no [----] q4 on their investor relations website"  
[X Link](https://x.com/cloneinvestor/status/1943455530934243433)  2025-07-10T23:41Z [----] followers, [---] engagements


"@LDiscernment Being that its in your fields. Would you say that $FND is the $COST of flooring"  
[X Link](https://x.com/cloneinvestor/status/1943892188007739522)  2025-07-12T04:36Z [----] followers, [---] engagements


"At [--] years old Mr. Munger found another very interesting stock. It was a bit politically incorrect and grossly mispriced so he made his only stock purchase in nearly ten years and lived to see the stock price double." -Li Lu Any idea what stock this was"  
[X Link](https://x.com/cloneinvestor/status/1944204372679819682)  2025-07-13T01:16Z [----] followers, [----] engagements


"He turned [--] on January 1st [----]. Stock doubled during the time before he died November 28th 2023"  
[X Link](https://x.com/cloneinvestor/status/1944205010654380246)  2025-07-13T01:19Z [----] followers, [----] engagements


"@LunchInvesting Curious. Why do you think Pabrai was missing when he sold I believe he sold that is"  
[X Link](https://x.com/cloneinvestor/status/1945622851656028664)  2025-07-16T23:13Z [----] followers, [---] engagements


"Does this apply to $ASML Chris Hohn speaking on $GE IP can be so advanced that its very difficult to replicate. Aircraft engines - Its a very complicated product because of the material complexity the engines run at such high temps that the metals melt"  
[X Link](https://x.com/cloneinvestor/status/1945694250567434742)  2025-07-17T03:57Z [----] followers, [----] engagements


"Hey @grok who are my top [--] mutuals"  
[X Link](https://x.com/cloneinvestor/status/1946372874069062078)  2025-07-19T00:53Z [----] followers, [---] engagements


"@fiscorainvest Weighting including cash"  
[X Link](https://x.com/cloneinvestor/status/1948190202318491976)  2025-07-24T01:15Z [----] followers, [--] engagements


"@Invesquotes you turned off comments only to people you mention. $MSCI"  
[X Link](https://x.com/cloneinvestor/status/1953598043120709807)  2025-08-07T23:24Z [----] followers, [---] engagements


"@QualityInvest5 @BRuss008 @JakeMRuth It's taken from the 1st time they discussed it through to today [--] yrs+ to develop EUV. They've sunk over EUR [--] billion of R&D into the development of it. Thats enough for me. Disruption will be something we prob cant imagine now like ai to search"  
[X Link](https://x.com/cloneinvestor/status/1954004180911501419)  2025-08-09T02:17Z [----] followers, [---] engagements


"The $AMZN purchases seem more impressive to me considering the concentration compared to $UNH purchases"  
[X Link](https://x.com/cloneinvestor/status/1956147689378471975)  2025-08-15T00:15Z [----] followers, [----] engagements


"1st screenshot is $AMZN 2nd one is $UNH"  
[X Link](https://x.com/cloneinvestor/status/1956152398906581415)  2025-08-15T00:34Z [----] followers, [---] engagements


"@FeatherFund I just know that theyre a Martin Franklin spac that hes doing the same playbook as he did with $APG. @LDiscernment has done some work on them. And its a position in Adam Wydens portfolio"  
[X Link](https://x.com/cloneinvestor/status/1957802716979134727)  2025-08-19T13:51Z [----] followers, [---] engagements


"@trentjhughes 99% of decisions should focus on customers and employees"  
[X Link](https://x.com/cloneinvestor/status/1960759338772951548)  2025-08-27T17:40Z [----] followers, [---] engagements


"@Divergent7651 Are they no longer holding the stock I dont see them it on whale wisdom and they arent top holder on yahoo"  
[X Link](https://x.com/cloneinvestor/status/1962721881674350723)  2025-09-02T03:38Z [----] followers, [---] engagements


"@Divergent7651 Interesting. Thank you. However their 13f would confirm it no And it says they dont own it. Is there another way for them to own non-public shares $5B would put them in top [--] in ownership"  
[X Link](https://x.com/cloneinvestor/status/1962727662377451619)  2025-09-02T04:01Z [----] followers, [--] engagements


"@QualityInvest5 @mply_cap Youre going to freaking love what you find $TDG"  
[X Link](https://x.com/cloneinvestor/status/1969061385326747772)  2025-09-19T15:29Z [----] followers, [---] engagements


"@mply_cap @QualityInvest5 The more durable & more recurring the revenue the more debt it can handle. Mgmt seems comfortable with it. I believe they took out debt to just do a dividend Good news is that its been stressed tested during the biggest down turn in flying. COVID planes literally stopped"  
[X Link](https://x.com/cloneinvestor/status/1969110868026647012)  2025-09-19T18:46Z [----] followers, [---] engagements


"@mply_cap @QualityInvest5 I cant wait to listen to your Safran video. Seems like a great moat for a better price and without the ludicrous debt"  
[X Link](https://x.com/cloneinvestor/status/1969112126296895629)  2025-09-19T18:51Z [----] followers, [---] engagements


"Anyone know if these insider purchases are just their bonuses that are mandated to invest in the stock or are they being purchased with their own cash in the open market $CSU"  
[X Link](https://x.com/cloneinvestor/status/1972727943412449634)  2025-09-29T18:19Z [----] followers, [----] engagements


"Dev Kantesaria thinks the index businesses even better than the rating agencies The S&P index is the best business of any company in the S&P $SPGI $MCO $MSCI"  
[X Link](https://x.com/cloneinvestor/status/2009121124777345125)  2026-01-08T04:32Z [----] followers, [---] engagements


"@fiscorainvest @Ashton_1nvests Great picks. Ill throw in $SPGI. Its both of these This is the best business you will ever going to see. Almost all other businesses will be inferior. $MCO. -greenblatt The S&P index is the best business of any company in the S&P -dev Kantesaria"  
[X Link](https://x.com/cloneinvestor/status/2009806367327199544)  2026-01-10T01:55Z [----] followers, [---] engagements


"@QualityInvest5 That $FICO buy 😎"  
[X Link](https://x.com/cloneinvestor/status/2011186432245669964)  2026-01-13T21:19Z [----] followers, [---] engagements


"Now that price is down 38% New implied return: 1013% $CSU- Former CEO Mark Leonard on CSU's valuation at the [----] AGM: And obviously our stock is priced to generate a 6%-8% rate of return for the foreseeable future by the market. That's their discount rate. If you want to make 20% + rates of return then I'd love that but you https://t.co/xNCMfsdm36 $CSU- Former CEO Mark Leonard on CSU's valuation at the [----] AGM: And obviously our stock is priced to generate a 6%-8% rate of return for the foreseeable future by the market. That's their discount rate. If you want to make 20% + rates of return"  
[X Link](https://x.com/cloneinvestor/status/2011611739226587208)  2026-01-15T01:29Z [----] followers, 22.9K engagements


"@JerryCap Shaposhnik [--] interview. He asked Mark Leonard what he got wrong when he said in [--] & [--] $CSU was overvalued & it would not compound at a high rate moving forward. Mark Leonard responded that he underestimated the growth potential of constellation software"  
[X Link](https://x.com/cloneinvestor/status/2012664143908663708)  2026-01-17T23:11Z [----] followers, [---] engagements


"@JohnHuber72 @leevalueroach I havent heard anyone really hone in on this idea like you. It shaped my entire investing philosophy. No information advantage or deep research needed. Theres no secret about $AMZN $V $SPGI etc. that everyone doesnt know. One foot hurdles are so much easier"  
[X Link](https://x.com/cloneinvestor/status/2013060768871166067)  2026-01-19T01:27Z [----] followers, [---] engagements


"Anyone else forget about $BRK investment in $BYD And yes its probably benefiting from EV bubble"  
[X Link](https://x.com/cloneinvestor/status/1349349678354210818)  2021-01-13T13:36Z [----] followers, [--] engagements


"@investingdpark If I recall correctly He said in an interview that he didnt want to discuss current Holdings when tcehy/prosy/naspers came up"  
[X Link](https://x.com/cloneinvestor/status/1456593564855635969)  2021-11-05T12:05Z [----] followers, [--] engagements


"@LockStockBarrl $SLMR $KYYWF Are both very reasonably priced"  
[X Link](https://x.com/cloneinvestor/status/1478835170518126596)  2022-01-05T21:05Z [----] followers, [--] engagements


"@MoS_Investing $SLMR of course. Per yen liow"  
[X Link](https://x.com/cloneinvestor/status/1479963336196431872)  2022-01-08T23:48Z [----] followers, [--] engagements


"Has small cap value had long periods of no return $VBR"  
[X Link](https://x.com/cloneinvestor/status/1619344162524102657)  2023-01-28T14:38Z [----] followers, [----] engagements


"Brad Brad Brad Brad Brad Brad its here and he also chopped down $MU. @bkaellner"  
[X Link](https://x.com/cloneinvestor/status/1658482867977191426)  2023-05-16T14:41Z [----] followers, 20.4K engagements


"$FND Floor & Decor. Impressive presentation If you own $FND or home improvement names like $HD or $LOW Floor Covering Weekly is an excellent resource for industry data on the flooring industry FCW recently put out its [----] Top [--] Retailers report which had some great data points Some key notes https://t.co/ych8Ar7aKE https://t.co/jxUmWVvlS6 If you own $FND or home improvement names like $HD or $LOW Floor Covering Weekly is an excellent resource for industry data on the flooring industry FCW recently put out its [----] Top [--] Retailers report which had some great data points Some key notes"  
[X Link](https://x.com/cloneinvestor/status/1668585636234756096)  2023-06-13T11:46Z [----] followers, [----] engagements


"Buffett said he owned a small local bank that he doesnt worry about with his personal money. $HIFS [----] annual meeting"  
[X Link](https://x.com/cloneinvestor/status/1673326075701493761)  2023-06-26T13:43Z [----] followers, [----] engagements


"How have I never heard of this. Pabrai has a mutual fund. $WAGNX $WGNIX https://www.wagonsfund.com/ https://www.wagonsfund.com/"  
[X Link](https://x.com/cloneinvestor/status/1728091187523764304)  2023-11-24T16:40Z [----] followers, [----] engagements


"Any good write- ups on $GE GE Aerospace TCI Chris Hohn has a lot in it"  
[X Link](https://x.com/cloneinvestor/status/1779524248387662167)  2024-04-14T14:56Z [----] followers, [----] engagements


"@Larryjamieson_ $EVTTY Maybe"  
[X Link](https://x.com/cloneinvestor/status/1808460714673062312)  2024-07-03T11:20Z [----] followers, [---] engagements


"@MoS_Investing $orly $$azo $googl $aapl $Brk $nvr $csu at 90%"  
[X Link](https://x.com/cloneinvestor/status/1826461151745409214)  2024-08-22T03:27Z [----] followers, [---] engagements


"@QualityInvest5 I agree with your assessment 100%. Only thing to account for is your return in $MSFT after paying taxes on $CRM"  
[X Link](https://x.com/cloneinvestor/status/1891136202838884725)  2025-02-16T14:43Z [----] followers, [---] engagements


"@LDiscernment @JohnHuber72 I agree with this. $AAPL has a brand. An addictive device. Makes its future more predictable. Much like $KO"  
[X Link](https://x.com/cloneinvestor/status/1894751113909256298)  2025-02-26T14:07Z [----] followers, [--] engagements


"@returnoncap How do you buy $TASE"  
[X Link](https://x.com/cloneinvestor/status/1925179913226592702)  2025-05-21T13:20Z [----] followers, [---] engagements


"@JakeMRuth @QualityInvest5 @BRuss008 Thats a risk you take w tech it can be disrupted by things that arent invented yet. Not just tech Buffets inevitable Gillette got disrupted by the Internet & advertising w viral videos by dollar shave club. You have to weight the probabilities and size accordingly"  
[X Link](https://x.com/cloneinvestor/status/1954198228418670956)  2025-08-09T15:08Z [----] followers, [---] engagements


"@QualityInvest5 @Mindset4Money_X I agree with this. Other stocks like this are $MSCI $BRKB"  
[X Link](https://x.com/cloneinvestor/status/1968721913510859068)  2025-09-18T17:00Z [----] followers, [---] engagements


"@mply_cap @QualityInvest5 Howley did an interview on the 50x podcast. Tbh. If you know $CSU you know $TDG. Little monopolies huge pricing power acquisitions built in recurring revenue great management. The thing you have to watch is debt and acquisition pipeline"  
[X Link](https://x.com/cloneinvestor/status/1969080698016256029)  2025-09-19T16:46Z [----] followers, [---] engagements


"$CNSWF from [----]. All still holds except Ai + no mark leonard $CNSWF Ive heard of it lets take a [--] min scan. Does it have an excellent acquisition track record ✅ https://t.co/5IxBzmiQ0C $CNSWF Ive heard of it lets take a [--] min scan. Does it have an excellent acquisition track record ✅ https://t.co/5IxBzmiQ0C"  
[X Link](https://x.com/cloneinvestor/status/1976459864911343847)  2025-10-10T01:28Z [----] followers, [----] engagements


"How do you base your value $CSU $CNSWF FCFA2S FCF OCF FCFA2S FCF OCF"  
[X Link](https://x.com/cloneinvestor/status/1981030566792224796)  2025-10-22T16:11Z [----] followers, [----] engagements


"@long_equity $CHTR"  
[X Link](https://x.com/cloneinvestor/status/1983866244504727697)  2025-10-30T11:59Z [----] followers, [---] engagements


"@DimitryNakhla Goodbye $AMT. one of his most famous investments"  
[X Link](https://x.com/cloneinvestor/status/1989166710516281700)  2025-11-14T03:01Z [----] followers, [---] engagements


"Who bought Google for $BRK Ted Todd Buffett Ted Todd Buffett"  
[X Link](https://x.com/cloneinvestor/status/1989445647326748715)  2025-11-14T21:29Z [----] followers, [---] engagements


"Must read for $CSU $CNSWF holders @AKWilk BMO put out some good stuff on their view. Remember SaaS was going to kill VMS a decade ago too. https://t.co/V2JDokFWkP @AKWilk BMO put out some good stuff on their view. Remember SaaS was going to kill VMS a decade ago too. https://t.co/V2JDokFWkP"  
[X Link](https://x.com/cloneinvestor/status/1989893943304024115)  2025-11-16T03:11Z [----] followers, [----] engagements


"@Divergent7651 $V Hohn really likes the valuation. Increased his position by 50% and is his 3rd biggest position. Its widely covered and very easy to understand and there isnt an information advantage. Hohn is top 1% of probably all investors ever over $1B AUM"  
[X Link](https://x.com/cloneinvestor/status/1994131742282928509)  2025-11-27T19:50Z [----] followers, [---] engagements


""There was a stock that everyone disliked and it might not be particularly politically correct"There was a stock that everyone disliked and it might not be particularly politically correct - Li Lu on Charlie Munger $AMR $CNR"  
[X Link](https://x.com/cloneinvestor/status/1994890909381804129)  2025-11-29T22:07Z [----] followers, [----] engagements


"@joecarlsonshow $AMZN 27% $GOOGL 17% $BRKB 8%"  
[X Link](https://x.com/cloneinvestor/status/1996272259540099518)  2025-12-03T17:36Z [----] followers, [---] engagements


"@chitchatstocks $COST $RMS Good runway and seems very hard to disrupt"  
[X Link](https://x.com/cloneinvestor/status/1998054864102772795)  2025-12-08T15:39Z [----] followers, [----] engagements


"I always thought this was cool $TCEHY"  
[X Link](https://x.com/cloneinvestor/status/1998612034087526839)  2025-12-10T04:33Z [----] followers, [----] engagements


"The S&P index is the best business of any company in the S&P -Notes from Dev Kantesaria [----] annual meeting. Not sure if hes talking about within $SPGI or entire S&P 500"  
[X Link](https://x.com/cloneinvestor/status/2000935049211077012)  2025-12-16T14:24Z [----] followers, [----] engagements


"$V $MA 😎 https://youtube.com/shorts/wjTh_fSRZE8si=Sjbqutsp1LrhfJ9Y https://youtube.com/shorts/wjTh_fSRZE8si=Sjbqutsp1LrhfJ9Y"  
[X Link](https://x.com/cloneinvestor/status/2003089466509123646)  2025-12-22T13:05Z [----] followers, [----] engagements


"American Express actually has a position where it's like Hermes or something Munger [----] @Typhoon_Girl"  
[X Link](https://x.com/cloneinvestor/status/2003444659759239496)  2025-12-23T12:36Z [----] followers, [----] engagements


"@carrymonkey @ankurnagpal But the IRS only lets you deduct up to $3k. So if I have $100k of losses I can only deduct $3k. How is he deducting $70k"  
[X Link](https://x.com/cloneinvestor/status/2003518731419550063)  2025-12-23T17:31Z [----] followers, [--] engagements


"@QualityInvest5 Just listened to it also. I love it. It's very much like $ASML to me"  
[X Link](https://x.com/cloneinvestor/status/2004931257562542228)  2025-12-27T15:03Z [----] followers, [---] engagements


"@QualityInvest5 Both incredible. How do you get a new entrant for engines Spend billions to develop one and then sell them for 0% to a loss. How do you get one for $ASML Develop some sort of black magic machine"  
[X Link](https://x.com/cloneinvestor/status/2004999376847212991)  2025-12-27T19:34Z [----] followers, [---] engagements


"@mply_cap $V $MCO"  
[X Link](https://x.com/cloneinvestor/status/2007777959369957633)  2026-01-04T11:35Z [----] followers, [---] engagements


"@JerryCap I bought a home [--] months ago and not once did I use I tried because I love $CSGP but just couldnt. I only used Zillow and I dont know why other than I liked it. http://homes.com http://homes.com"  
[X Link](https://x.com/cloneinvestor/status/2009253480175718591)  2026-01-08T13:18Z [----] followers, [----] engagements


"@QualityInvest5 Is $TSMC moat its scale Or do they have technological barrier Or do they literally assemble fabs together. Serious question. If so id knock them down a notch below. It just doesnt seem to be on same level as others if so"  
[X Link](https://x.com/cloneinvestor/status/2010126523785982123)  2026-01-10T23:08Z [----] followers, [---] engagements


"@F_Compounders This worked well for Coke bottlers rating agencies and stock exchanges in the past"  
[X Link](https://x.com/cloneinvestor/status/2010680366403666105)  2026-01-12T11:48Z [----] followers, [---] engagements


"This guy 200xd his portfolio. Prob a good idea to listen to this Excited to have the man the myth the legend (and my friend) @puppyeh1 on the podcast tmr. We'll be chatting about the market in general and doing a retrospective on $AVAP. Any questions for Jeremy Excited to have the man the myth the legend (and my friend) @puppyeh1 on the podcast tmr. We'll be chatting about the market in general and doing a retrospective on $AVAP. Any questions for Jeremy"  
[X Link](https://x.com/cloneinvestor/status/2011308097353224380)  2026-01-14T05:23Z [----] followers, 19.3K engagements


"Ive always loved this post about what it felt like going through the tech bubble. 1/ Lessons From The Tech Bubble: Last year I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era to try to understand what it was like investing during the bubble A few people recently asked me for my takeaways. Here they are - https://t.co/41nTJdrFR1 1/ Lessons From The Tech Bubble: Last year I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era to try to understand what it was like investing during the bubble A few people recently"  
[X Link](https://x.com/cloneinvestor/status/2012506060402164097)  2026-01-17T12:43Z [----] followers, 29.1K engagements


"Did not know $CSU was actively looking for non-VMS acquisitions. $CSU.TO non-VMS acquisition company Trulla Group https://t.co/o975JXaRj7 Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://t.co/OhnWvLXQV6 $CSU.TO non-VMS acquisition company Trulla Group https://t.co/o975JXaRj7 Focused on Manufacturing Services and Distribution. Does anyone have any info on any of their acquisitions https://t.co/OhnWvLXQV6"  
[X Link](https://x.com/cloneinvestor/status/2013635812890390885)  2026-01-20T15:32Z [----] followers, [----] engagements


"@themattharbaugh @QualityInvest5 thoughts on this Apologies in advance if youve discussed it already"  
[X Link](https://x.com/cloneinvestor/status/2015974067879194837)  2026-01-27T02:24Z [----] followers, [---] engagements


"@ValueInvestJpn This is just his us holdings. He has foreign holdings as well. Can find them on @theTIKR"  
[X Link](https://x.com/cloneinvestor/status/1859943805086253134)  2024-11-22T12:55Z [----] followers, [----] engagements


"Greenblatt really loved $MCO This is the best business you will ever going to see. Almost all other businesses will be inferior. I have never found a better business than Moodys"  
[X Link](https://x.com/cloneinvestor/status/2009120279579250969)  2026-01-08T04:29Z [----] followers, [---] engagements


"$NRP $AMR $HCC"  
[X Link](https://x.com/cloneinvestor/status/2012911292688843157)  2026-01-18T15:33Z [----] followers, [----] engagements


"Per Chris Hohn $MCO has been compounding revenue for 10% for [---] years. Investors have always underestimated its value"  
[X Link](https://x.com/cloneinvestor/status/2014889100709380498)  2026-01-24T02:32Z [----] followers, 20.4K engagements


"It surprises me that Nick Sleep sold half of his $AMZN to buy $ASOMY. I have the benefit of hindsight even so it seem like a Nick Sleep company"  
[X Link](https://x.com/cloneinvestor/status/1808833971234423287)  2024-07-04T12:03Z [----] followers, 12.1K engagements


"$SPGI & $MCO gave out poisonous ratings that helped crash economy the worst weve seen since Great Depression. And we still use their ratings"  
[X Link](https://x.com/cloneinvestor/status/2018890369811751121)  2026-02-04T03:32Z [----] followers, [----] engagements

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