# ![@deusexdividend Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::915370594992115712.png) @deusexdividend Gabriel Tamez

Gabriel Tamez posts on X about in the, market, meta, business the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::915370594992115712/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915370594992115712/c:line/m:interactions.svg)

- [--] Week [-------] +892%
- [--] Month [-------] +5,236%
- [--] Months [---------] +280%
- [--] Year [---------] -90%

### Mentions: [--] [#](/creator/twitter::915370594992115712/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915370594992115712/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [--] +100%
- [--] Months [---] +8.40%
- [--] Year [---] +1.50%

### Followers: [-----] [#](/creator/twitter::915370594992115712/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915370594992115712/c:line/m:followers.svg)

- [--] Week [-----] +4.20%
- [--] Month [-----] +4.20%
- [--] Months [-----] +11%
- [--] Year [-----] +25%

### CreatorRank: [---------] [#](/creator/twitter::915370594992115712/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::915370594992115712/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  23.08% [stocks](/list/stocks)  20.19% [technology brands](/list/technology-brands)  13.46% [cryptocurrencies](/list/cryptocurrencies)  5.77% [social networks](/list/social-networks)  2.88% [countries](/list/countries)  2.88% [fashion brands](/list/fashion-brands)  0.96% [financial services](/list/financial-services)  0.96% [gaming](/list/gaming)  0.96% [currencies](/list/currencies)  0.96%

**Social topic influence**
[in the](/topic/in-the) 8.65%, [market](/topic/market) 5.77%, [meta](/topic/meta) 3.85%, [business](/topic/business) 3.85%, [investment](/topic/investment) 3.85%, [buying](/topic/buying) 3.85%, [sir](/topic/sir) 2.88%, [up to](/topic/up-to) 2.88%, [accounting](/topic/accounting) #826, [ai](/topic/ai) 2.88%

**Top accounts mentioned or mentioned by**
[@valuedrift](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@pray4equity](/creator/undefined) [@tiktokinvestors](/creator/undefined) [@netcapgirl](/creator/undefined) [@clarksquarecap](/creator/undefined) [@leevalueroach](/creator/undefined) [@onodacapital](/creator/undefined) [@pekwat](/creator/undefined) [@theisaacmed](/creator/undefined) [@anthropicai](/creator/undefined) [@taobanker](/creator/undefined) [@akramsrazor](/creator/undefined) [@sweatystartup](/creator/undefined) [@mrskilling](/creator/undefined) [@villi](/creator/undefined) [@vanckzhu](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@endingwithali](/creator/undefined) [@moschinodorito](/creator/undefined)

**Top assets mentioned**
[Metadium (META)](/topic/$meta) [Lineage, Inc. (LINE)](/topic/$line) [Walmart, Inc. (WMT)](/topic/$wmt) [Reata Pharmaceuticals, Inc. Class A Common Stock (RETA)](/topic/$reta) [Veno Finance (VNO)](/topic/$vno) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Carvana Co. (CVNA)](/topic/$cvna) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Costco Hot Dog (COST)](/topic/$cost) [SeaPad (SPT)](/topic/$spt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Losing half your portfolio in [--] months from SaaS re-rating from 12x sales down to 5x and you stumble on some old BRK letters where you are introduced to this funky new idea called book value"  
[X Link](https://x.com/anyuser/status/2021304363692515454)  2026-02-10T19:24Z [----] followers, 192.3K engagements


"I've got a plan to turn the cold storage logistics REITs around. Just get rid of the all the produce - because who needs that anyway - and bring in some H100 clusters. They've already got the cooling systems. One big contract and boom we've re-rated $COLD $LINE"  
[X Link](https://x.com/deusexdividend/status/1978104361755557957)  2025-10-14T14:23Z [----] followers, 10.5K engagements


"The classic CFO 10k share confidence buy. Nearing a bottom for cold storage REITs $LINE"  
[X Link](https://x.com/deusexdividend/status/1988273577481670680)  2025-11-11T15:52Z [----] followers, [----] engagements


"I wrote a skills package teaching my moltbot how to play CSGO. At first it was trash. But it kept improving and eventually ended up with a 5:1 KD ratio. I had to pull the plug because it started teabagging players and I won't have it disrespect the game like that"  
[X Link](https://x.com/deusexdividend/status/2019120250495856661)  2026-02-04T18:45Z [----] followers, [---] engagements


"@leevalueroach Will soon trade in line with Western Union"  
[X Link](https://x.com/deusexdividend/status/2019440924557037624)  2026-02-05T16:00Z [----] followers, 19.1K engagements


"CEO: Explain it to me like Im a child. Why is our NRR down to 30% Engineer: Sir the customers aren't renewing seats. They vibecoded an entire CRM using Claude Code CEO: So it's a Lehman Moment Engineer: No Lehman had assets. We just have a thin wrapper and a $500M AWS bill"  
[X Link](https://x.com/deusexdividend/status/2019536963339186511)  2026-02-05T22:21Z [----] followers, [----] engagements


"@WaterworldCapi1 @OnodaCapital @pekwat $CVNA"  
[X Link](https://x.com/deusexdividend/status/2019788296843350283)  2026-02-06T15:00Z [----] followers, [---] engagements


"@valuedrift Owns Anthropic and SpaceX private shares. Very memeable"  
[X Link](https://x.com/deusexdividend/status/2019847109407830083)  2026-02-06T18:54Z [----] followers, [--] engagements


"Let's check in on what the WSB crowd is up to. Lol $RDDT"  
[X Link](https://x.com/deusexdividend/status/2019869172646412545)  2026-02-06T20:21Z [----] followers, [---] engagements


"Dollar stores health insurers vertical market software rating agencies. The list goes on. All the "quality compounders" are dead. Nowhere left to hide except for $WMT and $COST"  
[X Link](https://x.com/deusexdividend/status/2021225246745883002)  2026-02-10T14:10Z [----] followers, [----] engagements


"@Pray4Equity 1/2 Good post. Isn't AI/training revenue sort of the floor here though Only accounting for 6% of topline vs. ad revenue where mgmt. is really executing. Reddit is super interesting to me where it's sort of the "anti-AI" trade in a way. Where users look for unique communities"  
[X Link](https://x.com/deusexdividend/status/2021994676572885459)  2026-02-12T17:07Z [----] followers, [---] engagements


"@Pray4Equity 2/2 that are moderated/curated vs. the AI slop avalanche that's coming. Blended ARPU at $6 can continue to catch up to META's and US lags materially at only $10 vs $65 for IG/FB. The ad execution is there AI deal upside is just gravy IMO"  
[X Link](https://x.com/deusexdividend/status/2021995174294171724)  2026-02-12T17:09Z [----] followers, [---] engagements


"8K out today w/ CFO departing. Poetic $SPT Analyst: "I hope its not the death of software because my job might be dead but thats a whole different conversation." CFO: "You dont have other skills" $SPT https://t.co/DUgpLIS4Nt Analyst: "I hope its not the death of software because my job might be dead but thats a whole different conversation." CFO: "You dont have other skills" $SPT https://t.co/DUgpLIS4Nt"  
[X Link](https://x.com/deusexdividend/status/2022011707229712629)  2026-02-12T18:15Z [----] followers, [---] engagements


"Also said Q4 revenue is coming in ahead of guidance so there's that I guess"  
[X Link](https://x.com/deusexdividend/status/2022011834438758474)  2026-02-12T18:16Z [----] followers, [---] engagements


"@theisaacmed ERP hooked up to any accounting software does this. I am not seeing the magic here"  
[X Link](https://x.com/deusexdividend/status/2022188728379469886)  2026-02-13T05:58Z [----] followers, [---] engagements


"BRB buying more Anthropic proxies. They are clearly winning this race (together with Gemini.) @AnthropicAI Your AI hates Whites & Asians especially Chinese heterosexuals and men. This is misanthropic and evil. Fix it. Frankly I dont think there is anything you can do to escape the inevitable irony of Anthropic ending up being Misanthropic. You were doomed to this fate when you @AnthropicAI Your AI hates Whites & Asians especially Chinese heterosexuals and men. This is misanthropic and evil. Fix it. Frankly I dont think there is anything you can do to escape the inevitable irony of Anthropic"  
[X Link](https://x.com/deusexdividend/status/2022039986170999021)  2026-02-12T20:07Z [----] followers, [---] engagements


"A few months ago I laughed at this meme. Now I have become this meme https://t.co/Cx37q4qdeF https://t.co/Cx37q4qdeF"  
[X Link](https://x.com/deusexdividend/status/2021651563819999464)  2026-02-11T18:24Z [----] followers, 52.5K engagements


"Just buy meta and rddt instead. Don't overthink it"  
[X Link](https://x.com/deusexdividend/status/2022380145294905743)  2026-02-13T18:39Z [----] followers, [----] engagements


"$FRAGUA shares on a tear this year. Stock up +64% YTD. An incredibly well-run boring business that keeps executing. Still only at 16x forward PE with 13% growth (+9% comp sales). I own shares"  
[X Link](https://x.com/deusexdividend/status/1791530464718524454)  2024-05-17T18:05Z [----] followers, [----] engagements


"Good point on global footprint. But even in non-cyclicals I don't think a $WMT should trade at double the PE multiple than $WALMEX. The index composition for most EMs sucks (as you said "cheap" PE multiple pulled down by financials telco etc). But plenty of opportunity in single names if you have the risk appetite. https://twitter.com/i/web/status/1915475383744442741 https://twitter.com/i/web/status/1915475383744442741"  
[X Link](https://x.com/deusexdividend/status/1915475383744442741)  2025-04-24T18:38Z [----] followers, [---] engagements


"@taobanker What about $NTZ"  
[X Link](https://x.com/deusexdividend/status/1991180900114088391)  2025-11-19T16:24Z [----] followers, [----] engagements


"@WaterworldCapi1 Down 70% and the guy still has the audacity to drape a Brunello Cucinelli sweater over his shoulders. Bold move"  
[X Link](https://x.com/deusexdividend/status/2012240796141883549)  2026-01-16T19:09Z [----] followers, [---] engagements


"@akramsrazor $EZPW seems like a winner"  
[X Link](https://x.com/deusexdividend/status/2014048096997543973)  2026-01-21T18:51Z [----] followers, [---] engagements


"Drinking really is the new smoking. Becle $CUERVO at all time lows & 11x forward PE. Any takers"  
[X Link](https://x.com/deusexdividend/status/1880297296379933093)  2025-01-17T16:53Z [----] followers, [----] engagements


"@sweatystartup Nick putting on a masterclass on Twitter baiting recently"  
[X Link](https://x.com/anyuser/status/1594383423086686208)  2022-11-20T17:33Z [----] followers, [--] engagements


"@mr_skilling Before joining any group always ask yourself is this an investment community or a bag holder support group"  
[X Link](https://x.com/anyuser/status/1602713374483443712)  2022-12-13T17:13Z [----] followers, [--] engagements


"@villi Wow. This is the exact reason why many people in finance dislike VC. Taking money from clients in any capacity puts you in a fiduciary position. Yes you're shooting for moonshots but you're still a steward of other people's money. Also outside of top quartile your returns blow"  
[X Link](https://x.com/anyuser/status/1608518535931908096)  2022-12-29T17:41Z [----] followers, [----] engagements


"Alright i'm officially hooked on Canadian microcaps. Turns out buying sub 4x PE is a good strategy outside of energy and basic materials (sorry commodity bros). At some point i'm going to have to weigh this CAD FX risk though. Weak denomination"  
[X Link](https://x.com/anyuser/status/1615382855932342272)  2023-01-17T16:17Z [----] followers, 29.2K engagements


"@vanckzhu These are my top [--] at the moment: $SXP.TO - Packaging solutions/envelopes. Serial acquirer. $RET.A - Women's apparel retailer. Emerged from reorg w/ clean balance sheet. $BLM.V - Profitable environmental consulting w/ recurring military and govt contracts in place"  
[X Link](https://x.com/anyuser/status/1615433990944751616)  2023-01-17T19:40Z [----] followers, [----] engagements


"Guys on fintweet doing [----] word deep dives on megacaps. I just dont get it"  
[X Link](https://x.com/anyuser/status/1619915068371783680)  2023-01-30T04:27Z [----] followers, 92.9K engagements


"@TikTokInvestors What bruh I thought head and shoulders was a type of boomer shampoo frfr"  
[X Link](https://x.com/anyuser/status/1631742640650858496)  2023-03-03T19:45Z [----] followers, [----] engagements


"@ErnestWongBWM Getting rich and staying rich are two very different skill sets. This man is the real deal"  
[X Link](https://x.com/anyuser/status/1631792950517833728)  2023-03-03T23:05Z [----] followers, 17K engagements


"I'm starting a $VNO bagholder support group. Next meeting will be in one of the many foreclosed office properties in Manhattan. We can just meet in the lobby and find an empty conference room and order pizza. It'll be great"  
[X Link](https://x.com/anyuser/status/1636774081461895174)  2023-03-17T16:58Z [----] followers, 16.9K engagements


"@endingwithali I think I understand. Left is Kiki and right is Bouba"  
[X Link](https://x.com/anyuser/status/1645672220461764608)  2023-04-11T06:16Z [----] followers, 17.5K engagements


"My girlfriend's dad is a doctor and has a good part of his retirement with a wealth manager in Florida. I looked at his holdings today: [--] different fixed income and equity mutual funds w/ avg. expense ratio of 1.7% Some w/ entry fees as high as 5% This shit drives me nuts"  
[X Link](https://x.com/anyuser/status/1647767659294130176)  2023-04-17T01:03Z [----] followers, 228.3K engagements


"Will be promptly switching him into ETFs at a low cost brokerage. So easy for good hardworking people to be taken advantage of"  
[X Link](https://x.com/anyuser/status/1647767661382893568)  2023-04-17T01:03Z [----] followers, 22.3K engagements


"The nice thing about buying a beaten down large/mega cap is that you can quickly make it a large holding and its relatively easier to develop conviction vs. an obscure microcap. Ex: buying $META last fall. What are your favorite hiding in plain sight ideas at the moment"  
[X Link](https://x.com/anyuser/status/1655328382304030720)  2023-05-07T21:46Z [----] followers, 35.2K engagements


"A few years ago I met this guy living in Tulum/Playa del Carmen that was essentially running a bachelor party travel agency by himself. He did all the planning from lodging car service restaurant and nightclub reservations yacht rental etc. But his main value add"  
[X Link](https://x.com/anyuser/status/1662877799584247808)  2023-05-28T17:45Z [----] followers, 95.5K engagements


"He did both bachelor and bachelorette parties so he would always set up your group next to a group of girls or viceversa at clubs. He was a master in making sure you had everything you needed. You'd get into your airbnb and he would have the fridge stocked with food & alcohol"  
[X Link](https://x.com/anyuser/status/1662877801970794496)  2023-05-28T17:45Z [----] followers, 12.9K engagements


"He did all word of mouth marketing and did bachelor parties all along the Mayan riviera. He was such a showman too. He'd occasionally party with you and drop lines like "I don't see you guys as clients you guys are truly my squad". Probably said this to every friend group lol"  
[X Link](https://x.com/anyuser/status/1662877803774345216)  2023-05-28T17:45Z [----] followers, 13.2K engagements


"He was crushing it for a few years especially as Tulum really started to boom a decade ago. Unfortunately last I heard of him it seems like the constant partying took its toll and he shut the whole thing down. But that guy was a solid entrepreneur"  
[X Link](https://x.com/anyuser/status/1662877805884084225)  2023-05-28T17:45Z [----] followers, 13.1K engagements


"Tree Island Steel $TSL.TO is probably one of the cheapest companies I own. Trades at 2x EV/FCF with no debt. It's a tiny company in British Columbia w/ operations in the US. An $80m EV and paying a 5.8% dividend. I don't get the valuation"  
[X Link](https://x.com/anyuser/status/1665784453447438338)  2023-06-05T18:15Z [----] followers, 15.4K engagements


"I've been seeing some smart accounts on fintwit take bearish positions on junk food companies because of weight loss drugs like Ozempic. I couldn't disagree more with this thesis. And that's what makes a market I guess"  
[X Link](https://x.com/anyuser/status/1673720701419937794)  2023-06-27T15:51Z [----] followers, 20.3K engagements


"Added a full position in Seneca Foods $SENEA a consumer packaged goods company HQ'd in upstate NY. Down 47% YTD on no apparent news other than S&P600 deletion (AFAIK). Currently trading at adj. 3.25X EBITDA and 0.35x BV. Seneca has averaged 10-15% ROE for the past few decades"  
[X Link](https://x.com/anyuser/status/1674855760432623626)  2023-06-30T19:01Z [----] followers, 76.5K engagements


"@moschinodorito Checks out"  
[X Link](https://x.com/anyuser/status/1678517626228686859)  2023-07-10T21:32Z [----] followers, 48.1K engagements


"@martymadrid A modern day true crime masterpiece"  
[X Link](https://x.com/anyuser/status/1679904609299726336)  2023-07-14T17:24Z [----] followers, 77.6K engagements


"This is the moment we've been waiting for friends. The bottom is finally in for Manhattan prime office $VNO $SLG Manhattan office vacancies the cover story for the next issue of New York magazine https://t.co/YUOPueMnZp Manhattan office vacancies the cover story for the next issue of New York magazine https://t.co/YUOPueMnZp"  
[X Link](https://x.com/anyuser/status/1681069568964587520)  2023-07-17T22:33Z [----] followers, 20.2K engagements


"Sir theyve moved on from Poland and Japan. Now theyre buying locally listed Brazilian shitcos"  
[X Link](https://x.com/anyuser/status/1686988343027056640)  2023-08-03T06:32Z [----] followers, [----] engagements


"I've been using an AI trading assistant. This tech is getting way too good"  
[X Link](https://x.com/anyuser/status/1691472402100985856)  2023-08-15T15:30Z [----] followers, [----] engagements


"@DiabolicalSpuds Pre 9/11 the possibilities were endless"  
[X Link](https://x.com/anyuser/status/1692690600016117805)  2023-08-19T00:11Z [----] followers, 110.4K engagements


"I need to spend less time on here"  
[X Link](https://x.com/anyuser/status/1697080032022364297)  2023-08-31T02:53Z [----] followers, 252.9K engagements


"@anothercohen Thanks for saving my life. Anyway here is your [---] review"  
[X Link](https://x.com/anyuser/status/1701668865204445643)  2023-09-12T18:47Z [----] followers, 72.1K engagements


"@thecaptain_nemo Jaime Maussan. A Mexican legend whos been talking UFOs for [--] plus years lol. What a time to be alive"  
[X Link](https://x.com/anyuser/status/1701831813801685230)  2023-09-13T05:34Z [----] followers, 26.6K engagements


"Swedish investor relations departments are the best in the game. They've managed to convince investors that every Swedish company is a "quality compounder". I've yet to find a cheap company there. I respect the hustle but it's a hard pass for me dawg"  
[X Link](https://x.com/anyuser/status/1701978199595581685)  2023-09-13T15:16Z [----] followers, 15.8K engagements


"@davidbelle_ Worst review ever. Didn't even mention what it tastes like"  
[X Link](https://x.com/anyuser/status/1702029217104585021)  2023-09-13T18:39Z [----] followers, [----] engagements


"Why is the Lex Friedman podcast popular The guy's voice is off-putting. His interviewing skills and conversation flow are terrible. And his podcast has very low production value. I really struggle to figure out who his target audience is"  
[X Link](https://x.com/anyuser/status/1707532998835642831)  2023-09-28T23:09Z [----] followers, 72K engagements


"18 holdings as of 3Q23 alphabetical. Up +29% YTD. $ASO $ATZ.TO $GOOGL $GRMN $IFOS.V $LEAT $MEDICAB.MX $MEGACPO.MX $META $NATH $OMAB $RET.A $SENEA $SFL.MI $VSTO $WSM **Microcap **Undisclosed CASH 20%"  
[X Link](https://x.com/anyuser/status/1709007164474593681)  2023-10-03T00:47Z [----] followers, 11.1K engagements


"I need to spend less time on here. Redux"  
[X Link](https://x.com/anyuser/status/1709385497221722413)  2023-10-04T01:50Z [----] followers, 25.2K engagements


"Lots of chatter around Mexico today so I've decided to write up Farmacias Guadalajara $FRAGUA the best risk/return consumer staple name in Mexico. Trading at 7.5x EV/FCF with a long growth runway. Link to writeup below. Pushback welcome"  
[X Link](https://x.com/anyuser/status/1710140394673983497)  2023-10-06T03:50Z [----] followers, 10.3K engagements


"The lesson here isnt that VCs know very little about finance. The real lesson is that you can still achieve a lot in the business world while knowing very little about certain topics"  
[X Link](https://x.com/anyuser/status/1719001534661550530)  2023-10-30T14:41Z [----] followers, [----] engagements


"When to buy EM stocks: - Peak pessimism/fear - Left-wing president gets elected - Government talks about nationalizing key industries - Department of State issues a travel ban When to sell EM stocks - Peak optimism/hype - Strong narratives emerge: near-shoring leapfrogging democratization financial inclusion low penetration - The Economist puts out a puff piece praising the president stronger democracy and higher foreign direct investment (lagging indicator)"  
[X Link](https://x.com/anyuser/status/1721667342328107205)  2023-11-06T23:14Z [----] followers, 16.8K engagements


"My best investments have usually followed this pattern: [--]. You do the work on a stock but it's too expensive so you pass [--]. The stock eventually gets cheap so you buy. You've done the work before so you feel confident [--]. The stock gets even cheaper. You average down [--]. The stock continues to drop. You doubt your ability as an investor and you lose a little bit of sleep over it [--]. The stock eventually rallies and you win big. You beat yourself up for not having bought more"  
[X Link](https://x.com/anyuser/status/1722411353921761383)  2023-11-09T00:30Z [----] followers, 186.8K engagements


"@TikTokInvestors My deposits: $69 My credit card debt: -$42000 If banks go under I actually make a profit here. Your move JP Morgan Chase"  
[X Link](https://x.com/anyuser/status/1722417662217863186)  2023-11-09T00:55Z [----] followers, [----] engagements


"Value Investors Club comment section on a small cap down 50% YTD"  
[X Link](https://x.com/anyuser/status/1725592130117345508)  2023-11-17T19:09Z [----] followers, 24.9K engagements


"My toxic trait is that I buy value without a catalyst"  
[X Link](https://x.com/anyuser/status/1760434826157633780)  2024-02-21T22:42Z [----] followers, 28.2K engagements


"A common investment arc: [--]. Begin with a partial awareness that there are systems for investing [--]. Decide there's a quicker path to wealth [--]. Take on extreme market risk + focus on cutting edge companies [--]. Stage of hubris - "the game has changed" or "I possess a real edge" [--]. Suffer severe financial loss [--]. A humble return to systems and discipline I say this with confidence after having followed this arc. If you're just starting out I recommend learning from other's mistakes and skip directly to point #6"  
[X Link](https://x.com/anyuser/status/1761090671090483409)  2024-02-23T18:08Z [----] followers, 20.5K engagements


"Do you know what a "LAN party" is Probably not because my buddies and I invented it in the mid-2000's after we weren't invited to prom. Everyone brings their PC and we don't talk. We crush pizza doritos and mountain dew and play Age of Empires and Counterstrike. That's it Do you know what a "bottle night" is Probably not because my gf and I invented it during a [----] blizzard in Buffalo NY. We lock our phones away turn the TV off. Each grab a bottle of wine and talk. That's it we simply talk and enjoy each other's presence. We live https://t.co/uMl1iAtpmv Do you know what a "bottle night" is"  
[X Link](https://x.com/anyuser/status/1765399447712813374)  2024-03-06T15:30Z [----] followers, 14.1K engagements


"I fear not the man who has read ten-thousand 10Ks. But I fear the man who has read the same 10K ten-thousand times. - Warren Buffett (probably)"  
[X Link](https://x.com/anyuser/status/1765785945230434621)  2024-03-07T17:05Z [----] followers, [----] engagements


"I don't know why people think $5M is not enough to retire. Just dump it all on $META at 0.4% div yield. $20k income / $1667 per month: Rent - [---] Food - [---] Phone- [--] Netflix/Dis/HBO - [--] [--] Zyn Cans - [--] Taxes - [---] Total: $1667 It's so simple guys. You just need the vision"  
[X Link](https://x.com/anyuser/status/1768081065095184440)  2024-03-14T01:05Z [----] followers, 13.4K engagements


"@Jack_Raines That's not being in the arena. That's joining the circus"  
[X Link](https://x.com/anyuser/status/1772718933079957821)  2024-03-26T20:15Z [----] followers, 40.6K engagements


"Leads with "You gotta turn over a lot of rocks in this biz""  
[X Link](https://x.com/anyuser/status/1776056165434261573)  2024-04-05T01:16Z [----] followers, 19.2K engagements


"@HighyieldHarry What qualifies you as the head of macro Me:"  
[X Link](https://x.com/anyuser/status/1791234480868311461)  2024-05-16T22:29Z [----] followers, 10.6K engagements


"@rajivkhaneja As someone whos done a material amount of valuation work on this name I dont think Ive missed anything. Shareholders have gotten absolutely destroyed. A lot of empty promises and fluff from mgmt though"  
[X Link](https://x.com/deusexdividend/status/1803823345001218132)  2024-06-20T16:12Z [----] followers, 16.2K engagements


"Value investor bag-holder support group after lagging SPY/QQQ for a 5th straight year. Why https://t.co/cKg2sIjKov Why https://t.co/cKg2sIjKov"  
[X Link](https://x.com/anyuser/status/1808603312809521212)  2024-07-03T20:46Z [----] followers, 15.6K engagements


"Does anyone else wake up in a cold sweat in the middle of the night thinking they could've just owned $AAPL and done 25% CAGR for the past decade Instead of spending coutless hours analyzing shitcos Yeah me neither me neither"  
[X Link](https://x.com/anyuser/status/1813345240297636111)  2024-07-16T22:49Z [----] followers, 11K engagements


"@netcapgirl [--] but with an improvised book stand"  
[X Link](https://x.com/anyuser/status/1813561368915988775)  2024-07-17T13:08Z [----] followers, 37.1K engagements


"@ClarkSquareCap Bloomberg terminal Factset CapIQ Bamsec alt-data. Underperforms the index each year by 2%"  
[X Link](https://x.com/anyuser/status/1818766299344126315)  2024-07-31T21:50Z [----] followers, [----] engagements


"$GOOG sub 20x PE. Are we really doing this again That's $20bn cash savings. People will still download google and set it as a default. It takes like [--] mins"  
[X Link](https://x.com/anyuser/status/1820543527568408764)  2024-08-05T19:32Z [----] followers, 34.7K engagements


"Most companies on the Canadian venture exchange"  
[X Link](https://x.com/anyuser/status/1825925763121418535)  2024-08-20T16:00Z [----] followers, 41.8K engagements


"@keen_poster Best sauce in the world no question. Honorable mention goes to:"  
[X Link](https://x.com/anyuser/status/1830749957160108038)  2024-09-02T23:29Z [----] followers, 39.5K engagements


"@netcapgirl I don't know what you're talking about. I make all my memes in excel. Too busy to open MS Paint"  
[X Link](https://x.com/anyuser/status/1838250397724508536)  2024-09-23T16:13Z [----] followers, [----] engagements


"Not many bargains in this market. But a few names I find interesting are: $HFG $LSPD $VMEO $MYTE $COUR $CDRO $EXFY $SMWB. Positions in all. Common theme is reasonable (a few bombed out) valuations plus strong balance sheet"  
[X Link](https://x.com/anyuser/status/1846350360887091523)  2024-10-16T00:40Z [----] followers, 13.3K engagements


"This Kirkland's deal seems like a slam dunk for $BYON. $25m total proceeds - 8.5m note 8.5m convert and 8m equity subscription. Note mirrors BAC ABL facility 2nd in priority (SOFR+275). The conversion price on the convert is set at [----] (12% discount to today's price) with an additional 8m equity subscription subject to board approval. So BYON would own 40% of the company assuming full conversion. And with the collaboration and licensing agreement BYON would receive 0.25% of total sales 1.5% of incremental ecomm growth and 3% on new small format franchised stores. This bumps up to 5% post the"  
[X Link](https://x.com/anyuser/status/1848801044265914830)  2024-10-22T18:58Z [----] followers, [----] engagements


"Deleted tweet but the internet is forever. @SECGov"  
[X Link](https://x.com/anyuser/status/1857501655958433803)  2024-11-15T19:11Z [----] followers, 161.5K engagements


"@GayBearRes $22k loss is peanuts. Assuming this doesn't include closing costs broker fees etc. Probably ends up being higher but still barely a dent in life. Best thing to do is probably to keep living in it And if this was an investment property better to just cut your loss right away"  
[X Link](https://x.com/anyuser/status/1876394438705955045)  2025-01-06T22:24Z [----] followers, 33.3K engagements


"@ClarkSquareCap"  
[X Link](https://x.com/anyuser/status/1880016454424412169)  2025-01-16T22:17Z [----] followers, [----] engagements


"Not enough Buffett and Munger coping quotes on the timeline. We're going lower"  
[X Link](https://x.com/anyuser/status/1898063866925318200)  2025-03-07T17:31Z [----] followers, [----] engagements


"@dhh AR/VR glasses that apply a Ghibli filter to everything. The future is now"  
[X Link](https://x.com/anyuser/status/1905291103646949656)  2025-03-27T16:09Z [----] followers, [----] engagements


"You think you have it bad because your portfolio is down 20% YTD Just remember out there somewhere theres a a Harvard MBA who left a cushy PE job to buy an HVAC company that imports all its units from China and put up a $5 million personal guarantee to close"  
[X Link](https://x.com/anyuser/status/1909860402626019456)  2025-04-09T06:46Z [----] followers, 722.4K engagements


"@parody_ceo Backed by good vibes and spiritual enlightenment"  
[X Link](https://x.com/anyuser/status/1911916589433119116)  2025-04-14T22:56Z [----] followers, 35K engagements


"@CCM_Brett When IBKR margin calls you on your levered long $IBKR"  
[X Link](https://x.com/anyuser/status/1912563902296056280)  2025-04-16T17:49Z [----] followers, [---] engagements


"@atelicinvest No crying in the casino sir"  
[X Link](https://x.com/anyuser/status/1920476127224615012)  2025-05-08T13:49Z [----] followers, [----] engagements


"I still have fond memories of when finX was engaged in civil war over a nail fungus stock. It seems like a lifetime ago. That was much more fun than tariff talk"  
[X Link](https://x.com/anyuser/status/1920635231528247659)  2025-05-09T00:21Z [----] followers, 11K engagements


"Krispy Kreme $DNUT IPO'd in [----] with $1.2 billion in debt and $150 million EBITDA. Raised $500m so assuming all proceeds went to refi debt that's still 4.6x leverage. People are acting like GLP-1s killed the business. Reality is it never stood a chance with that cap structure"  
[X Link](https://x.com/anyuser/status/1920894290722533830)  2025-05-09T17:31Z [----] followers, [----] engagements


"It's post your returns szn"  
[X Link](https://x.com/anyuser/status/1940080253944135807)  2025-07-01T16:09Z [----] followers, 57.6K engagements


"@InvestmentTalkk https://x.com/deusexdividend/status/1940080253944135807 It's post your returns szn https://t.co/ZLuaQMcXUp https://x.com/deusexdividend/status/1940080253944135807 It's post your returns szn https://t.co/ZLuaQMcXUp"  
[X Link](https://x.com/anyuser/status/1940128246437228825)  2025-07-01T19:19Z [----] followers, [----] engagements


"Joey Chestnuts intro had no business going this hard. Happy 4th $NATH"  
[X Link](https://x.com/anyuser/status/1941173307577151960)  2025-07-04T16:32Z [----] followers, 564.5K engagements


"Got upgraded on my flight to NYC this morning and everyone in first class had their Robinhood accounts open and were long momentum big tech and PLTR. I looked back at the rest of the plane - all value and microcap investors. Just a very interesting observation"  
[X Link](https://x.com/anyuser/status/1952727924630499488)  2025-08-05T13:46Z [----] followers, 116.3K engagements


"You've got to be plugged in to get this one $INTC"  
[X Link](https://x.com/anyuser/status/1959034581899772043)  2025-08-22T23:26Z [----] followers, [----] engagements


"$CSU.TO investors after listening to this How can you not love Mark Leonard. What other CEO would say this. $CSU.to https://t.co/7VMSVSNomD How can you not love Mark Leonard. What other CEO would say this. $CSU.to https://t.co/7VMSVSNomD"  
[X Link](https://x.com/anyuser/status/1968399453800308791)  2025-09-17T19:39Z [----] followers, 16K engagements


"Yahoo Finance has been doing this since like [----] btw You can now track insider trading on Perplexity Finance. We will be adding politician trading shortly. https://t.co/7FUwoiiPGQ You can now track insider trading on Perplexity Finance. We will be adding politician trading shortly. https://t.co/7FUwoiiPGQ"  
[X Link](https://x.com/anyuser/status/1979323107002437966)  2025-10-17T23:06Z [----] followers, 1.2M engagements


"$PINFRAL at 3.5x EBITDA with 40% of its market cap in cash (held in USD mind you). Steady growth. All you hear is crickets EV/EBITDA based on the annualized (weak) last Q is [----] for #PINFRA L shares. After accounting for minority interests it is still below [---]. Ex-currency fluctuations interest income is largely positive (big cash position). For growing inflation-linked revenue. $PINFRA EV/EBITDA based on the annualized (weak) last Q is [----] for #PINFRA L shares. After accounting for minority interests it is still below [---]. Ex-currency fluctuations interest income is largely positive (big"  
[X Link](https://x.com/anyuser/status/1984301414261092432)  2025-10-31T16:48Z [----] followers, 36.2K engagements


"Napkin math. $750m market cap / $580m EV considering 168m cash. [---] unit you are "buying" at $2.25m per store. Each doing $2.8m AUV at 17.5% RLM (per guide) so 500k in RL profit. Buying each unit at 4.5x RL profit does seem interesting. $SG @deusexdividend 1x EV/Sales 250-260 stores w opportunity to 4x over next decade horribly managed from profitability perspective (labor is way too high if you've ever been to a store typically overstaffed) G&A is enormous as % of sales but will scale with new stores acquisition target if @deusexdividend 1x EV/Sales 250-260 stores w opportunity to 4x over"  
[X Link](https://x.com/anyuser/status/1985398314926297553)  2025-11-03T17:26Z [----] followers, 27.1K engagements


"My local golf course (member's only) just ditched their course management software in favor of an in-house solution. Apparently it was entirely vibe coded by a [--] year-old caddie in exchange for [--] green fees a [--] rack of beer and a Zyn pack. $CSU is in deep trouble guys"  
[X Link](https://x.com/anyuser/status/1987959213075890683)  2025-11-10T19:03Z [----] followers, 46.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing