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

Gabriel Tamez posts on X about mexico, debt, in the, balance sheet 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**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies) 

**Social topic influence**
[mexico](/topic/mexico), [debt](/topic/debt), [in the](/topic/in-the), [balance sheet](/topic/balance-sheet), [$vno](/topic/$vno), [meta](/topic/meta), [market](/topic/market), [stocks](/topic/stocks), [$googl](/topic/$googl), [investment](/topic/investment)

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@innerscorecard](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@valuedrift](/creator/undefined) [@logicalthesis](/creator/undefined) [@clarksquarecap](/creator/undefined) [@tintincapital](/creator/undefined) [@architeuthisdx](/creator/undefined) [@pythiar](/creator/undefined) [@tiktokinvestors](/creator/undefined) [@irbezek](/creator/undefined) [@vanckzhu](/creator/undefined) [@qcapital2020](/creator/undefined) [@blondesnmoney](/creator/undefined) [@rhunterh](/creator/undefined) [@atelicinvest](/creator/undefined) [@fallacyalarm](/creator/undefined) [@netcapgirl](/creator/undefined) [@nntaleb](/creator/undefined) [@dakotastwits](/creator/undefined)

**Top assets mentioned**
[Veno Finance (VNO)](/topic/$vno) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Sweetgreen Inc. (SG)](/topic/$sg) [Wall Street Memes (WSM)](/topic/$wsm) [Reata Pharmaceuticals, Inc. Class A Common Stock (RETA)](/topic/$reta) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Garmin Ltd. (GRMN)](/topic/$grmn) [Crocs, Inc. (CROX)](/topic/$crox) [Hanesbrands Inc. (HBI)](/topic/$hbi) [Ubiquiti, Inc. (UI)](/topic/$ui) [McDonald's Corp (MCD)](/topic/$mcd) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [SL Green Realty Corp. (SLG)](/topic/$slg) [BARK, Inc. (BARK)](/topic/$bark) [Foot Locker, Inc. (FL)](/topic/$fl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Costco Hot Dog (COST)](/topic/$cost) [Lumen Technologies Inc (LUMN)](/topic/$lumn) [Tyson Foods, Inc. (TSN)](/topic/$tsn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@irbezek I managed to escape the tech boom and bust relatively unscathed. I took a bath on $GOED $POL though still bag holding there unfortunately. Consensus fintweet longs are never the way"  
[X Link](https://x.com/deusexdividend/status/1577065534264586241)  2022-10-03T22:38Z [----] followers, [--] engagements


"What are some business that have disrupted an entrenched low margin sector (i.e. auto air travel) and managed to operate at much higher margins for extended periods of time Jury is still out on $TSLA. I'm thinking $LUV but probably not anymore"  
[X Link](https://x.com/deusexdividend/status/1606332464523255808)  2022-12-23T16:54Z [----] followers, [---] engagements


"@JoinCommonstock $MCD $AZO $TXN"  
[X Link](https://x.com/deusexdividend/status/1610759101340086273)  2023-01-04T22:04Z [----] followers, [---] engagements


"Found an interesting nanocap on the TSV. $BLM.V Bluemetric Environmental. Water treatment consulting co at an $11m mcap w/ 5m in net cash. Generated $3.3m FCF LTM so basically trading at 2x EV/FCF. Negative growth vs. [----] and lower operating margin but '21 probably a tough comp"  
[X Link](https://x.com/deusexdividend/status/1613345539910959104)  2023-01-12T01:22Z [----] followers, [----] engagements


"So $COST is now selling rotisserie chickens in plastic bags. This is going to unlock a ton of value for investors. LONG"  
[X Link](https://x.com/deusexdividend/status/1626411312984227841)  2023-02-17T02:40Z [----] followers, [---] engagements


"Got this email from $IBKR today regarding a short sale. I've had issues shorting this stock before. Does anybody have any experience on what happens if they fail to borrow shares Does my position get closed at prevailing market price"  
[X Link](https://x.com/deusexdividend/status/1635755111124459520)  2023-03-14T21:29Z [----] followers, [---] engagements


"@taobanker $30-40 million"  
[X Link](https://x.com/deusexdividend/status/1636063319563079680)  2023-03-15T17:54Z [----] followers, [---] engagements


"Does anybody have a good + recent writeup on $LUMN Started a small position but thinking about scaling slowly"  
[X Link](https://x.com/deusexdividend/status/1636106649256759296)  2023-03-15T20:46Z [----] followers, [---] engagements


"@adamdell @nntaleb The majority of revenue skews to a few large companies (mainly FAANGs). These companies all tapped equity and debt capital markets. By that broad definition equity and debt funds fueled all this productivity as well. Probably more than VC since the revenues are back loaded"  
[X Link](https://x.com/deusexdividend/status/1637688772371578880)  2023-03-20T05:33Z [----] followers, [---] engagements


"I still think about the guy who wrote a serious thread about his first trip to Costco. He thought he was doing some serious due diligence work lol. But how does one go through life without ever stepping foot in a $COST (assuming you live in North America)"  
[X Link](https://x.com/deusexdividend/status/1640216542427385856)  2023-03-27T04:57Z [----] followers, [---] engagements


"Some good office REIT charts for REIT holders via JPM. $VNO Convenant performance:"  
[X Link](https://x.com/deusexdividend/status/1641953396558270464)  2023-03-31T23:59Z [----] followers, [----] engagements


"With this heightened volatility i'm thinking about buying some physical gold from our friends at $ARMK. What do you guys think of this mint 🤣 https://www.jmbullion.com/1-oz-credit-suisse-gold-bar/ https://www.jmbullion.com/1-oz-credit-suisse-gold-bar/"  
[X Link](https://x.com/deusexdividend/status/1641976171368964096)  2023-04-01T01:30Z [----] followers, [---] engagements


"Loved this exchange on SA regarding $LUMN and its historical asset costs. Drawing parallels to other industries can be pretty misleading. Largely agree w/ the 2nd comment"  
[X Link](https://x.com/deusexdividend/status/1642608834568130561)  2023-04-02T19:23Z [----] followers, [----] engagements


"Looks like it's $HBI by a country mile. Stop going commando. Start wearing undies again Most likely to survive a potential recession. Comment if you're long any of these levered retailers. Most likely to survive a potential recession. Comment if you're long any of these levered retailers"  
[X Link](https://x.com/deusexdividend/status/1645939153241276418)  2023-04-11T23:57Z [----] followers, [----] engagements


"Top [--] positions into Q2: $META $RET.A $VNO $IFOS.V / $MBCF Very strong start to the year. I trimmed Meta but still my largest position. Top [--] make up 55% of my port so somewhat concentrated here"  
[X Link](https://x.com/deusexdividend/status/1646183019773042690)  2023-04-12T16:06Z [----] followers, 10.7K engagements


"How it started. And how it's going. $LULU Should've just bought $NLS for 1/10th of that today"  
[X Link](https://x.com/deusexdividend/status/1648014144355065856)  2023-04-17T17:22Z [----] followers, [----] engagements


"A few shots from Japan. Food is on another level. The kindness of the people unmatched. So much beauty. This is very quickly becoming one of my favorite travel destinations. I dont think Ill cover enough in [--] days"  
[X Link](https://x.com/deusexdividend/status/1655519577038786560)  2023-05-08T10:26Z [----] followers, [----] engagements


"If you're bullish on $PYPL (13x EV/FCF) here you can buy $DBX (10x) at a cheaper CF multiple and similar top line growth of 7-8%. Both facing stiff competition and priced like they will lose marketshare. But an interesting comp and both look compelling"  
[X Link](https://x.com/deusexdividend/status/1658932426746503179)  2023-05-17T20:28Z [----] followers, [----] engagements


"I have been actively trying to raise the balance sheet quality of my portfolio. Added $WSM today on reaffirmed guidance. I see a well-run company with a solid product and friendly to shareholders. Market clearly sees an over-earner. Time will tell"  
[X Link](https://x.com/deusexdividend/status/1661072158016286720)  2023-05-23T18:10Z [----] followers, [--] engagements


"RE: $NVDA. Sure if I run 70% top line growth for FY23 (basically 2Q23 $11b run rate) and then 60% for the next [--] years while holding net income margin fixed at 28% and assume a 30x multiple I can get to a $1012 SP in [----]. Would imply 166% upside or 22% CAGR. Disc: I'm short"  
[X Link](https://x.com/deusexdividend/status/1661581044980785153)  2023-05-25T03:52Z [----] followers, [----] engagements


"Bulls will say that if growth is still 60% YoY then exit multiple is too low. Can make the case that w/ so much FCF plus some debt a share buy-back would provide some torque. And yes this analysis is trash but probably more DD than the avg $NVDA bull makes. Critique away"  
[X Link](https://x.com/deusexdividend/status/1661581048281731075)  2023-05-25T03:52Z [----] followers, [--] engagements


"@astridwilde1 I still dont understand what $SNOW does. Too scared to ask in 2023"  
[X Link](https://x.com/deusexdividend/status/1661772632449241089)  2023-05-25T16:34Z [----] followers, [--] engagements


"I've built a small position in Medica Sur $MEDICA a single-hospital operator in Mexico City trading at 5.5x EV/EBITDA. Company has been using a large part of retained earnings to buyback shares and pay very large dividends"  
[X Link](https://x.com/deusexdividend/status/1661893540098760704)  2023-05-26T00:34Z [----] followers, 17.1K engagements


"@rodrigobijou $GPS owned right That's a good one"  
[X Link](https://x.com/deusexdividend/status/1661893814725001216)  2023-05-26T00:35Z [----] followers, [--] engagements


"@MoS_Investing I like $TSN for this bet. Pretty decent starting valuation. Clip a 3.7% dividend and assume GDP growth plus food inflation does the rest"  
[X Link](https://x.com/deusexdividend/status/1662582631714938880)  2023-05-27T22:12Z [----] followers, [--] engagements


"Newegg $NEGG. Computer hardware online retailer. EV/Sales of 0.2x. Sales down 28% in '22 and posted a $57m loss. Guiding for another 12% rev decline in '23 and $38-50m range loss. No debt $122m in cash and heavily shorted (7 days to cover). But I hear GPU sales are red hot🥵"  
[X Link](https://x.com/deusexdividend/status/1662948803001868288)  2023-05-28T22:27Z [----] followers, [----] engagements


"Paypal $PYPL is threading the needle b/t attractive and value trap. [----] Guide: Revenue growth of 6-7% Will do $4b in share repurchases w/ $2b in SBC 12x EV/FCF (ttm) 16x EV/Earnings (fwd) Doesn't feel like a slam dunk and hard to build a ton of conviction here. Thoughts"  
[X Link](https://x.com/deusexdividend/status/1662996485221519361)  2023-05-29T01:37Z [----] followers, [--] engagements


"@MickEnglewood Buy the jacked phase. Sell the divorce and mid-life crisis (ie. $AMZN)"  
[X Link](https://x.com/deusexdividend/status/1663365461814415362)  2023-05-30T02:03Z [----] followers, [--] engagements


"@TintinCapital Interesting list of companies Rough riding on $SRTS for me. I started buying around $5 but latest earnings gave me plenty of pause. Sales process might be broken but the product is very solid. Also added a half position in $PYPL"  
[X Link](https://x.com/deusexdividend/status/1663946077933027328)  2023-05-31T16:30Z [----] followers, [--] engagements


"The ultimate return to office parlay: $VNO + $MLKN + $SG Max torque. What else"  
[X Link](https://x.com/deusexdividend/status/1664099931383271425)  2023-06-01T02:41Z [----] followers, 10.2K engagements


"Sample tweet and due diligence from one of those dividend fintwit accounts: Johnson & Johnson $JNJ currently has a dividend yield of 3.08%. JNJ has paid a dividend since [----]. I expect the company to keep paying more dividends In the future. Proceeds to get [----] likes 🙃"  
[X Link](https://x.com/deusexdividend/status/1664405559301541888)  2023-06-01T22:56Z [----] followers, [----] engagements


"@Braden_Hoffman_ @WavyCapital I think fading boycotts is 100% the right move most of the time. But those [--] companies $TGT $DIS and $BUD have been pretty anemic over the past decade. $NFLX has been growing at a 25% CAGR for the past [--] years and inflected to FCF positive"  
[X Link](https://x.com/deusexdividend/status/1665188171137658881)  2023-06-04T02:46Z [----] followers, [---] engagements


"I think the sweet spot for most retail investors is consumer staples & discretionary in the $500m-5b range. Focus on well-liked companies at reasonable valuations 20x EBIT. You could've caught names like $CMG $DPZ $DKS $ELF. Much harder to spot long-term winners in other sectors"  
[X Link](https://x.com/deusexdividend/status/1665502838062211073)  2023-06-04T23:36Z [----] followers, [----] engagements


"@vanckzhu I started a position in $WSM which looks good IMO. Also have been trying to scale into $NATH but trades very little volume. Nathans is interesting since its sort of a hybrid staple/QSR"  
[X Link](https://x.com/deusexdividend/status/1665610252505714688)  2023-06-05T06:43Z [----] followers, [--] engagements


"But $AAPL doesnt make mistakes with hardware"  
[X Link](https://x.com/deusexdividend/status/1665840702054383618)  2023-06-05T21:59Z [----] followers, [----] engagements


"Today was a wild news day. Apple unveiling the Vision Pro. US government officials announcing they retrieved an alien spacecraft. $VNO still trading at a double digit implied cap rate. Wild"  
[X Link](https://x.com/deusexdividend/status/1665939445454102528)  2023-06-06T04:31Z [----] followers, [----] engagements


"@okieinvestor @V_I_P_89 I've been eyeing $TSN too. Given its commodity-like nature then maybe it's important to look at BV. At 1.1x book it's near its historic lows (trended in the 1.5-2x range). So waiting for EBITDA to recover might mean you're late to the party 2.5x leverage seems manageable"  
[X Link](https://x.com/deusexdividend/status/1666239654457380864)  2023-06-07T00:24Z [----] followers, [--] engagements


"What's your favorite "irreplaceable asset" type stock Conceptually I really like stuff like $MTN and $JFN.SW. I'm also biased towards liking really high quality office buildings. What else"  
[X Link](https://x.com/deusexdividend/status/1669391664388116481)  2023-06-15T17:09Z [----] followers, [----] engagements


"I'm not a huge fan of the house of brands retail stocks but $VSTO looks good here Priced at 5x '24 EBITDA . Breaking up of the sporting vs outdoors brands for a possible rerate of the outdoors segment makes sense. More attractive than peers $VFC $NWL $KTB $CLAR and less leverage"  
[X Link](https://x.com/deusexdividend/status/1669428873447215104)  2023-06-15T19:37Z [----] followers, [---] engagements


"I'm finally back to breakeven on $ILPT. Up 75% off the lows. I'll be the first to admit I didn't fully understand how bad management is here. Memo to self: don't buy cheap assets just because they're cheap"  
[X Link](https://x.com/deusexdividend/status/1669802338737946634)  2023-06-16T20:21Z [----] followers, [---] engagements


"Canadian investors be like"  
[X Link](https://x.com/deusexdividend/status/1671936014766702592)  2023-06-22T17:39Z [----] followers, [----] engagements


"Me thinking about portfolio construction in a higher for longer rate environment and potential consumer recession"  
[X Link](https://x.com/deusexdividend/status/1672314552015540224)  2023-06-23T18:43Z [----] followers, [---] engagements


"Lovely start to the week with $NVDA down 3% and office REITs absolutely ripping"  
[X Link](https://x.com/deusexdividend/status/1673361790636535808)  2023-06-26T16:11Z [----] followers, [----] engagements


"@_Pat_Connolly Strongly disagree here again. Take $MCD as an example. 60% of revenue already comes from int'l markets mostly franchised. Many are developed countries (Canada Germany etc) but there's big growth to be had in Asia and LatAm still. These countries are behind the health curve"  
[X Link](https://x.com/deusexdividend/status/1673744852977319936)  2023-06-27T17:27Z [----] followers, [--] engagements


"@DesatCap You bring up some good points. And I usually miss most bubbles because i'm too much of a skeptic. But did banks or credit card co's sell off when crypto went parabolic Did gold Google sold off a bit w/ chatGPT but quickly bounced back. Why not just buy $NVO and $PFE instead"  
[X Link](https://x.com/deusexdividend/status/1673866996814053376)  2023-06-28T01:46Z [----] followers, [---] engagements


""So this new drug called Ozempic basically kills all your cravings. And me and my friends decided to short $MCD and $KO because skinny people don't eat junk food. Btw have you ever read Principles by Ray Dalio He's the founder of Bridgewater this super secretive hedge fund.""  
[X Link](https://x.com/deusexdividend/status/1673930033696763904)  2023-06-28T05:43Z [----] followers, [----] engagements


"Anybody with a good read on $ILPT I thought it had rallied on the $PLD deal comp. But this price action has been pretty erratic"  
[X Link](https://x.com/deusexdividend/status/1674129413909405701)  2023-06-28T18:55Z [----] followers, [---] engagements


"Very limited take as running does not make up a material portion of net sales. But still worth mentioning that Nike isn't as cool as it used to be. And the product isn't particularly good either"  
[X Link](https://x.com/deusexdividend/status/1674557105259573248)  2023-06-29T23:18Z [----] followers, [---] engagements


"@trad_west_ A [---] pump Buc-ee's"  
[X Link](https://x.com/deusexdividend/status/1674569295148498945)  2023-06-30T00:03Z [----] followers, [--] engagements


"Top [--] positions into 3Q23: $META $RET.A $VNO $IFOS.V $TSN (new) $GOOGL (add) Up 30% YTD across all accounts. Main takeaway is that I largely got the commodity cycle wrong but overall not a huge makeup of my PA. New position in Tyson. Top [--] make up 69% of the portfolio"  
[X Link](https://x.com/deusexdividend/status/1675548573205942274)  2023-07-02T16:54Z [----] followers, [----] engagements


"@inner_scorecard Wonder why he deleted his account. Dont hear much from @lundeen_ne either. I had a pretty good conversation with Nick over $SENEA as well"  
[X Link](https://x.com/deusexdividend/status/1677447905077264385)  2023-07-11T21:28Z [----] followers, [---] engagements


"Excited to listen to this. @HawkinsEntrekin wrote a multi-part piece on $VNO and the office space that is a must read. Highly recommend reading his work. Excited to have my friend @HawkinsEntrekin on the podcast tmr. We'll be talking about his $VNO thesis. Any questions for Hawkins Excited to have my friend @HawkinsEntrekin on the podcast tmr. We'll be talking about his $VNO thesis. Any questions for Hawkins"  
[X Link](https://x.com/deusexdividend/status/1678442839322296320)  2023-07-10T16:35Z [----] followers, [----] engagements


"I propose that all the crypto and technical analysis people leave Twitter for the other app. That way us fundamental folks can stay on here and not have ticker searches that are littered with garbage. Win win"  
[X Link](https://x.com/deusexdividend/status/1678797409911181314)  2023-07-11T16:48Z [----] followers, [----] engagements


"@taobanker @irbezek Can't go wrong with $KOF and $BIMBOA"  
[X Link](https://x.com/deusexdividend/status/1678850722010664960)  2023-07-11T19:36Z [----] followers, [---] engagements


"I'm pretty upset at myself for having missed $OPRA. I looked into them a year ago during peak cryptomania when they released an in-browser web3 wallet. Then I saw them jump on the AI bandwagon early. Perfect meme stonk with a decent product. Oh well"  
[X Link](https://x.com/deusexdividend/status/1678919072019537920)  2023-07-12T00:20Z [----] followers, [----] engagements


"@ArchiteuthisDx @DakotasTwits @cashsettle @Alpaca_Capital Same guy said $SLG was a zero. And talked about shorting $SBUX I really don't understand what his though process is. Some people really can't be helped"  
[X Link](https://x.com/deusexdividend/status/1678929840479817728)  2023-07-12T01:06Z [----] followers, [---] engagements


"@maxwellhouse99 @FairwayResearch wrote a good piece. Best time to buy is when fintwit has moved on"  
[X Link](https://x.com/deusexdividend/status/1679156894748020736)  2023-07-12T16:19Z [----] followers, [---] engagements


"@inner_scorecard @Adaisy245 @LionheartInves1 2nd order thinking. I like it"  
[X Link](https://x.com/deusexdividend/status/1679161079367335936)  2023-07-12T16:09Z [----] followers, [--] engagements


"@lookingforwat Lol. Roll with it don't resist it"  
[X Link](https://x.com/deusexdividend/status/1679176145143754752)  2023-07-12T17:15Z [----] followers, [--] engagements


"I tweeted this in jest but do own 2/3 of these names. Unfortunately don't own any Sweetgreen. Returns since this tweet (May 31st): $VNO +40% $MLKN +31% $SG +64% It's office boy summer. The ultimate return to office parlay: $VNO + $MLKN + $SG Max torque. What else The ultimate return to office parlay: $VNO + $MLKN + $SG Max torque. What else"  
[X Link](https://x.com/deusexdividend/status/1679552194734084098)  2023-07-13T18:03Z [----] followers, [----] engagements


"@CJ0pp3l @JerryCap Thanks. I wasnt following closely. Divesting assets makes sense in that context"  
[X Link](https://x.com/deusexdividend/status/1681164339494154240)  2023-07-18T04:49Z [----] followers, [---] engagements


"80-story office skyscraper in NYC - It's a zero dude. Top [--] US bank by deposits - Insolvent man. Fiber network that cost hundreds of billions to build and carries all your data - Negative terminal value bro. This is the new economy"  
[X Link](https://x.com/deusexdividend/status/1681386865256173568)  2023-07-20T01:54Z [----] followers, [----] engagements


"@LogicalThesis Nice. Any thoughts on $LUMN"  
[X Link](https://x.com/deusexdividend/status/1681435427117629450)  2023-07-18T22:47Z [----] followers, [--] engagements


"Just wait until @MrBeast launches his own car company. Legacy OEMs and even $TSLA are completely toast. Hes already bankrupted $HSY and $MCD. And hes just getting started"  
[X Link](https://x.com/deusexdividend/status/1682257556083994626)  2023-07-21T18:59Z [----] followers, [----] engagements


"Does anybody have any color on the latest Polished $POL $POL.WS developments It seems like Monday July 31st is the last day to file otherwise the company runs the risk of being delisted"  
[X Link](https://x.com/deusexdividend/status/1685065655790567424)  2023-07-28T23:12Z [----] followers, [----] engagements


"@taobanker Tao please write a one paragraph pitch on all these names"  
[X Link](https://x.com/deusexdividend/status/1686520425877213185)  2023-08-01T23:32Z [----] followers, [---] engagements


"@qcapital2020 Not saying that $VFC doesn't look cheap here but sales are flat over the past [--] years while the company went from leverage of 1x to 4x. Overpaid for some acquisitions and were stubborn about paying dividends and maintaining dividend champion status (funded by debt)"  
[X Link](https://x.com/deusexdividend/status/1686804326378020864)  2023-08-02T23:58Z [----] followers, [----] engagements


"Anyone have any views on Ubiquiti $UI Interesting company w/ tight float as Robert Pera (founder) owns 93% of the shares. Not exactly cheap at 22x EV/EBIT and lapping some tough 21/22 sales comps. But strong 10yr revenue CAGR of 17%"  
[X Link](https://x.com/deusexdividend/status/1687123437817581569)  2023-08-03T15:29Z [----] followers, [---] engagements


"Shake Shack $SHAK at 25x EBITDA w/ 17% revenue growth (+21% system-wide sales). Restaurant-level margin improvement to 21% (+200bps). Not the dumbest valuation out there and strong brand. Still holding my tiny position that I bought near the start of the year"  
[X Link](https://x.com/deusexdividend/status/1687223443287150592)  2023-08-03T22:06Z [----] followers, [----] engagements


"@LogicalThesis I love franchise businesses and they tend to be overlooked by many people for some reason. I wouldn't add here but it's in-line with MCD and CMG. Less expensive than CAVA or WING. The issue with Shack is that it's not as scalable but the avg location is doing $3-4m"  
[X Link](https://x.com/deusexdividend/status/1687234310640992256)  2023-08-03T22:49Z [----] followers, [---] engagements


"@LogicalThesis I don't really care about the food argument. Your tastes probably aren't relevant to the avg. consumer. I don't particularly think Chipotle is any good either but the numbers tell a different story"  
[X Link](https://x.com/deusexdividend/status/1687234747108655105)  2023-08-03T22:51Z [----] followers, [---] engagements


"@taobanker Very true. The entire home furnishing space was a gift a few months ago. Even the office furniture cos. I sincerely regret not buying more $WSM and $MLKN. Still think theres value left. $ARHS is an interesting growth name and $LZB looks cheap w/ a pristine balance sheet"  
[X Link](https://x.com/deusexdividend/status/1687605412827410432)  2023-08-04T23:24Z [----] followers, [---] engagements


"Netgear $NTGR closed the day below its NCAV of $14.26. Yet insiders continue to sell shares. I don't know enough about the company to get involved but added to the watchlist"  
[X Link](https://x.com/deusexdividend/status/1688686068936462338)  2023-08-07T22:58Z [----] followers, [----] engagements


"@benbakhshi One of the sellers was an SVP of marketing so you may be right 😂"  
[X Link](https://x.com/deusexdividend/status/1688688517051043840)  2023-08-07T23:08Z [----] followers, [---] engagements


"@taobanker I looked at $CSCO recently since I added a position in $UI. Pristine balance sheet but hasn't really grown top line in the past [--] years. EPS 50% higher though w/ 22% share reduction. It's a nice cash cow of a business"  
[X Link](https://x.com/deusexdividend/status/1688804183686975488)  2023-08-08T06:47Z [----] followers, [---] engagements


"Investors giving you their $DDOG bull thesis"  
[X Link](https://x.com/deusexdividend/status/1688960650020827137)  2023-08-08T17:09Z [----] followers, [---] engagements


"What happened to @TintinCapital I searched for him this morning to get his take on $LL earnings but his account is gone :("  
[X Link](https://x.com/deusexdividend/status/1689301377246457856)  2023-08-09T15:43Z [----] followers, [----] engagements


"Crisis averted at Nautilus $NLS Now has net cash ($17m cash vs. $14m debt). Sales down -24% but decent gross margin recovery and cost control. Guiding for $270-300m sales and -$15m to breakeven EBITDA. Unclear how to value JRNY subs since there isn't a contribution breakdown"  
[X Link](https://x.com/deusexdividend/status/1689389141543575552)  2023-08-09T21:32Z [----] followers, [----] engagements


"Even before housing the play you're looking for here is $COLM. Because they're not going to be able to afford Moncler or Arcteryx on those lowly Canadian salaries. In [----] Canadas population grew by [--] million for the first time in its history: https://t.co/R7BsJXHFhP In [----] Canadas population grew by [--] million for the first time in its history: https://t.co/R7BsJXHFhP"  
[X Link](https://x.com/deusexdividend/status/1689730773962944512)  2023-08-10T20:09Z [----] followers, [---] engagements


"It turns out Twitter's killer feature is Community Notes. Only question is when will $META copy it"  
[X Link](https://x.com/deusexdividend/status/1689815890823622656)  2023-08-11T01:47Z [----] followers, [---] engagements


"Compounder bros getting triggered by Mohnish becoming a coal bro is a great narrative. I fully support"  
[X Link](https://x.com/deusexdividend/status/1690111599640739841)  2023-08-11T21:23Z [----] followers, [----] engagements


"@Alexniglio @kingdomcapadv Inventory valuation as a critical audit matter has appeared on their financials since [----]. Agree turnover is low and looks bad vs. a $CPB who has diversified into products with shorter shelf lives. SENEA also manufactures its own cans so some of of the inventory is raw steel"  
[X Link](https://x.com/deusexdividend/status/1690160897518694400)  2023-08-12T00:38Z [----] followers, [--] engagements


"Hershey $HSY down -9% since this tweet. You've got @MrBeast flanking your business on one side by taking the zoomers. Then $NVO flanks you on the other side with Ozempic and Wegovy. Where is a man supposed to hide in this market Nowhere is safe"  
[X Link](https://x.com/deusexdividend/status/1690169506952593408)  2023-08-12T01:13Z [----] followers, [--] engagements


"Imagine still caring about what Michael Burry is buying in 2023"  
[X Link](https://x.com/deusexdividend/status/1691129831256383489)  2023-08-14T16:49Z [----] followers, [----] engagements


"@InaTailHedged It makes sense. I have a decent allocation to GARP names but I'm definitely paying up for those. I have to admit I chuckled at seeing $HBI in there lol. That would be part of my "deep value shitco" basket. But this game is all relative and there's many ways to make it work"  
[X Link](https://x.com/deusexdividend/status/1691557889260052964)  2023-08-15T21:10Z [----] followers, [---] engagements


"The Rivian R1T looks absolutely amazing. I've only seen a few up close but they knocked it out of the park. And maybe it'll be a nice collectors item when $RIVN goes out of business losing $6b per year and diluting shareholders w/ $1b in SBC"  
[X Link](https://x.com/deusexdividend/status/1691640487550345235)  2023-08-16T02:38Z [----] followers, [----] engagements


"Does the IBKR live-chat feature ever work anymore $IBKR continues to be the best platform until you actually encounter an issue. At that point you are SOL"  
[X Link](https://x.com/deusexdividend/status/1691848838934655092)  2023-08-16T16:26Z [----] followers, [----] engagements


"Hot take: If a 4.25% [--] year UST breaks your business you had a shitty business to begin with"  
[X Link](https://x.com/deusexdividend/status/1691950099000402162)  2023-08-16T23:08Z [----] followers, [----] engagements


"@WaterworldCapi1 Really going against the grain here but $MCO and $SPGI. Ratings revenues should continue to face pressure in a higher for longer rate environment + potential recession. Market very bullish on analytics growth projection. Don't @ me"  
[X Link](https://x.com/deusexdividend/status/1692228280622178794)  2023-08-17T17:33Z [----] followers, [---] engagements


"@DTF_Capital @HariSeldomRight @FundasyInvestor Thanks for the article on $MIPS. Very informative and well written. Strong business model but I can't get anywhere near on price. I think missing from this analysis is that it's a "toll road" style business but tied to the volatility and swings of a discretionary category"  
[X Link](https://x.com/deusexdividend/status/1692707261381308485)  2023-08-19T01:17Z [----] followers, [---] engagements


"HBO hard knocks is so good it almost makes me want to buy some $WBD. Almost"  
[X Link](https://x.com/deusexdividend/status/1693306110596546949)  2023-08-20T16:56Z [----] followers, [----] engagements


"AUVs said to be at [--] year highs ($470-480k) closings decelerating and SSS +9.3% in 1H23. All 37k domestic + international units are franchised. I'm thinking bullish $PBPB 🤔"  
[X Link](https://x.com/deusexdividend/status/1693794478866477543)  2023-08-22T01:17Z [----] followers, [----] engagements


"Relatively low restaurant level margin (20%) combined with heavy reinvestment. Lack of drive thru really hurts their margins too. The concept isnt as scalable as other QSRs because of the high buildout costs like you mention. They were profitable last quarter and I dont expect them to have much trouble being consistently profitable down the line. The stock is expensive though"  
[X Link](https://x.com/anyuser/status/1693953560411877512)  2023-08-22T11:49Z [--] followers, [----] engagements


"Ive made it this far in life without ever owning Crocs Birkenstocks or OnClouds. Am I missing something"  
[X Link](https://x.com/deusexdividend/status/1694003960460541981)  2023-08-22T15:09Z [----] followers, [----] engagements


"My point is that the traditional menu at Shak lends itself to a drive thru as opposed to a customized menu like CMG or SG. So while the AUV is impressive it's lower margin than other burger comps. Chipotle and Sweetgreen largely solved the drive thru issue w/ online ordering + pickup. But both concepts are somewhat constrained to more urban settings IMO"  
[X Link](https://x.com/deusexdividend/status/1694129431865065911)  2023-08-22T23:28Z [----] followers, [---] engagements


"Are there any bulls left out there $DIS"  
[X Link](https://x.com/deusexdividend/status/1694759011701379251)  2023-08-24T17:10Z [----] followers, [----] engagements


"First time I've taken a look at Laird Superfoods $LSF. Maker of plant-based coffee creamer backed by the surfing legend himself. Trading just below cash and a 27% discount to NCAV. Cash burn down to $1.4m in Q2. Guiding for flat sales YoY but improved 27-29% gross margins after"  
[X Link](https://x.com/deusexdividend/status/1696345755467100410)  2023-08-29T02:15Z [----] followers, [--] engagements


"How would an equal-weighted portfolio of these stocks perform over the next [--] years All near 52w lows. Legit business models but all facing short-term headwinds. $DG $DLTR $PYPL $ADYEN $DIS $PARA"  
[X Link](https://x.com/deusexdividend/status/1697694085606412356)  2023-09-01T19:33Z [----] followers, [----] engagements


"@MoS_Investing Definitely adult companionship. The oldest industry known to man $RICK"  
[X Link](https://x.com/deusexdividend/status/1698915500166942778)  2023-09-05T04:26Z [----] followers, [---] engagements


"Added a starter in $VSTO today. Looks cheap to me at just 5x forward EBITDA w/ a decent balance sheet. Spinning off the outdoor segment in Oct/Nov and the sporting company to be rebranded as Kinetic Group (ticker: HUNT). I like the brands and the story"  
[X Link](https://x.com/deusexdividend/status/1699114457644089788)  2023-09-05T17:37Z [----] followers, [----] engagements


"I see too many investors labeling themselves as a particular style and then building portfolios entirely around it. That's why I like Lynch the best. Nothing wrong with buying some growth GARP value deep value cyclical etc. I'd rather limit myself by a circle of competence"  
[X Link](https://x.com/deusexdividend/status/1699251990717739392)  2023-09-06T02:43Z [----] followers, [----] engagements


"My price alert hit for Realty Income $O today. I swear i'm not turning into a dividend account but I think it's time to take a look at this boomer favorite. Will probably look at the other triple nets as well"  
[X Link](https://x.com/deusexdividend/status/1699467964138020944)  2023-09-06T17:01Z [----] followers, [----] engagements


"I love how all the compounder bros quietly bailed on the discount general store concept. It was the same group of people biding up these stocks to 25x PE. Also funny that $PDD became the short thesis for $DG $DLTR. I think these are a long now"  
[X Link](https://x.com/deusexdividend/status/1699813831487426726)  2023-09-07T15:56Z [----] followers, 10.3K engagements


"@DividendHater Because I don't typically buy or pitch stocks with a high dividend yield"  
[X Link](https://x.com/deusexdividend/status/1699839649731211563)  2023-09-07T17:38Z [----] followers, [--] engagements


"@oracleof90402 I like $JACK but that's still more of a pure-play QSR I have it on a close watchlist together with $PBPB. Both look cheap"  
[X Link](https://x.com/deusexdividend/status/1699927846414897260)  2023-09-07T23:29Z [----] followers, [---] engagements


"@ABearDownUnder Sir this meme is perfection"  
[X Link](https://x.com/deusexdividend/status/1700152848502116715)  2023-09-08T14:23Z [----] followers, [---] engagements


"What happens in Nova Scotia and the maritimes I hardly hear from people who live there. Worth booking a trip"  
[X Link](https://x.com/deusexdividend/status/1701270680959090774)  2023-09-11T16:25Z [----] followers, [---] engagements


"A word of caution to people shitting on $AAPL's iphone [--] event. They will look at your mean tweets. And they will throttle your iphone and macbook pro"  
[X Link](https://x.com/deusexdividend/status/1701672551053943219)  2023-09-12T19:02Z [----] followers, [----] engagements


"@justvalue2 Good catch. I know $ARHS well and had no clue they had these corporate perks. It also seems like too small of a company to have a private plane lol. In any case I never pulled the trigger. Slower growth but $WSM crushes them on most metrics"  
[X Link](https://x.com/deusexdividend/status/1701716594253254674)  2023-09-12T21:57Z [----] followers, [---] engagements


"I just published a piece on Medica Sur $MEDICAB a single-hospital operator in Mexico City that provides highly specialized medical care. Shares trade at just 7.5x fwd earnings and offer a large margin of safety with RE holdings making up 50% of the market cap. Pushback welcome"  
[X Link](https://x.com/deusexdividend/status/1701929692482462071)  2023-09-13T12:03Z [----] followers, [--] engagements


"Billion dollar start-up idea: teach Canadians how to make money outside of real estate. DM me if you want to see the pitchdeck"  
[X Link](https://x.com/deusexdividend/status/1702040434422464827)  2023-09-13T19:23Z [----] followers, [----] engagements


"@Kakashi_Capital This is another really good one. I think the entire pet spaces looks interesting: $CHWY $WOOF $PET.TO $BARK"  
[X Link](https://x.com/deusexdividend/status/1702087465442709545)  2023-09-13T22:30Z [----] followers, [---] engagements


"I dont know why it took me so long to look into Garmin $GRMN. Amazing company. Not cheap but very high quality and under the radar"  
[X Link](https://x.com/deusexdividend/status/1702420082964758888)  2023-09-14T20:32Z [----] followers, [----] engagements


"Canadian women's retailer with $96m of cash $30m of real estate value and no debt beyond $72m in lease liabilities. Trades at 1.2x FCF and 3x earnings. Loses money in seasonally weak Q1/Q4 but makes money during Q2/Q3. The problem Dual-class share structure and management perhaps unwilling to return capital to shareholders. How much would you pay for this business Or is it a value trap"  
[X Link](https://x.com/deusexdividend/status/1702707151385592260)  2023-09-15T15:33Z [----] followers, 13.1K engagements


"@BTaylorInvestor They used to pay a dividend before going through bankruptcy/reorg. But I have no clue. I just hope they don't start opening any new stores again"  
[X Link](https://x.com/deusexdividend/status/1702714681184616488)  2023-09-15T16:03Z [----] followers, [---] engagements


"@banana_capital_ The optimistic reason is that mgmt is taking a conservative approach and building out a resilient balance sheet. The pessimistic reason is that they will use cash to pay themselves large bonuses"  
[X Link](https://x.com/deusexdividend/status/1702721322533720513)  2023-09-15T16:29Z [----] followers, [---] engagements


"@HealthcareREguy $HCA trades at 12x earnings (not EBITDA earnings). I call BS on this multiple and Im sure most lenders would too"  
[X Link](https://x.com/deusexdividend/status/1702724489346425321)  2023-09-15T16:42Z [----] followers, [---] engagements


"Where did Temu even come from I don't follow Chinese stocks closely but I had never heard about $PDD until a few months ago. And apparently I can order an item for $1.52 with free shipping. Seems legit"  
[X Link](https://x.com/deusexdividend/status/1702734871347732724)  2023-09-15T17:23Z [----] followers, [----] engagements


"@ChrisRinvesting Even with a $10 order value there is no way this model is profitable"  
[X Link](https://x.com/deusexdividend/status/1702737047616966719)  2023-09-15T17:32Z [----] followers, [--] engagements


"I understand what's going on with the company in terms of operating results. But I don't know what they're planning to do in terms of capital allocation. Unless you have a direct line with the company (I don't) it's tough to say but my expectation is that they will pay a dividend again. I also find it ironic many think this is "worth zero" because of no capital returns while a big part of the market continues to invest in money-losing growth names. This stock is the definition of a value play. Cheap valuation but obviously comes with some risk. At least I'm not pretending to have all the"  
[X Link](https://x.com/deusexdividend/status/1702838872345137248)  2023-09-16T00:16Z [----] followers, [--] engagements


"I held out for as long as I could but I finally caved. I also walked the dog wearing these and got more neighborly nods and waves than usual. Is this middle age $CROX"  
[X Link](https://x.com/deusexdividend/status/1703442775034007872)  2023-09-17T16:16Z [----] followers, [----] engagements


"Truly incredible that $PLNT still charges $10/month. The lowest cost gym operator in Mexico $SMFT3 starts at $20/month and it is bare bones to say the least. SmartFit is actually a very interesting company to look at. LatAm gym penetration still very low vs. US/Canada"  
[X Link](https://x.com/deusexdividend/status/1703949196200730680)  2023-09-19T01:48Z [----] followers, [---] engagements


"Very impressive growth by SmartFit. Up to [----] owned and franchised gyms [---] in Brazil [---] in Mexico and remainder in LatAm. Grew members from 120k to [---] million in [--] years. It completely dominated the Mexican market in a matter of years. Also owns a 13% stake in $SPORTS.MX"  
[X Link](https://x.com/deusexdividend/status/1703951524198776970)  2023-09-19T01:57Z [----] followers, [---] engagements


"It almost sounds like an oxymoron"  
[X Link](https://x.com/deusexdividend/status/1704166797459832848)  2023-09-19T16:13Z [----] followers, [----] engagements


"@taobanker I passed on Corsa at [----] cents. It cleared my initial DD and then I just forgot about it"  
[X Link](https://x.com/deusexdividend/status/1704239188760207445)  2023-09-19T21:01Z [----] followers, [---] engagements


"@david_katunaric @valuedontlie Too many to count. Only own Reitman's out of these. $RET.A $CATO $DLTH $FL $VRA $SPWH $BGFV $FLXS $BSET $CONN $GPH1.MX I intentionally left out $BIG so as not to trigger you :)"  
[X Link](https://x.com/deusexdividend/status/1704524713144525223)  2023-09-20T15:55Z [----] followers, [---] engagements


"Instantly skeptical of anyone who claims they are building a mini Berkshire. These busted startups arent worth more than their IP and PP&E. Yet they turn them CF positive in a few months And they are so bullish they bought a billboard for deal flow. SMB grift is unmatched 🙃"  
[X Link](https://x.com/deusexdividend/status/1704817041281347751)  2023-09-21T11:17Z [----] followers, [----] engagements


"🚩IN INVESTORS: - listens to Jim Cramer - draws lines on a chart - uses EV/Gross Profit as a metric - owns factor ETFs - claims stock is cheap on SOTP - always replies with but what about stock-based compensation - thinks Apple should just buy them"  
[X Link](https://x.com/deusexdividend/status/1705301092039524746)  2023-09-22T19:20Z [----] followers, [----] engagements


"@schadjoe Coach Mike the Merciful. Dilly dilly"  
[X Link](https://x.com/deusexdividend/status/1706178546195141036)  2023-09-25T05:27Z [----] followers, [----] engagements


"@JonahLupton Short all [--] and long $FL. Retail not dead yet"  
[X Link](https://x.com/deusexdividend/status/1706811508074897871)  2023-09-26T23:22Z [----] followers, [----] engagements


"It bothers me how complex the capital structures are for most public REITs. Why can't a REIT function with just mortgage debt + common equity I get that there may be financing arbs at certain times but is it really worth it Complexity partially explains discounts to NAV I think"  
[X Link](https://x.com/deusexdividend/status/1706825771321589763)  2023-09-27T00:19Z [----] followers, [----] engagements


"@Sankaty_Head @JonahLupton Fully agree. No position in $FL but much more interesting than the others with the exception of $CROX which is also cheap. $ONON valuation is plain dumb"  
[X Link](https://x.com/deusexdividend/status/1706831793591373970)  2023-09-27T00:43Z [----] followers, [---] engagements


"@PythiaR Thanks for the perspective. I worked/paid taxes in the US before and do find the Canadian system simpler. I could see how being tax liable to both could be a pain"  
[X Link](https://x.com/deusexdividend/status/1707047446927626575)  2023-09-27T15:00Z [----] followers, [---] engagements


"@inner_scorecard I don't think most people realize how socially liberal Mexico City has been historically. Relatively quick to decriminalize pot legalize same-sex marriage abortion etc. So not at all surprising to see the [---] point gap with the rest of the country"  
[X Link](https://x.com/deusexdividend/status/1707404509461594580)  2023-09-28T14:38Z [----] followers, [---] engagements


"@blondesnmoney Tis a shitco ser"  
[X Link](https://x.com/deusexdividend/status/1708974513936122162)  2023-10-02T22:37Z [----] followers, [---] engagements


"I think I traded too much this quarter and got my NVDA short painfully wrong. I'm out of $VNO (perhaps early) and also materially changed my top [--] exposure and am less concentrated. Even though very cheap w/ good balance sheets I want to lighten my discretionary holdings a bit. I'm building a lot of confidence around my Mexican basket. I'll share a write up around the undisclosed position soon. Also raised a material amount of cash which is uncommon for me. $SENEA the big driver around Q3's performance. $WSM also quite strong but unfortunately a small position. Even though my tendency is to"  
[X Link](https://x.com/deusexdividend/status/1709009642322637017)  2023-10-03T00:57Z [----] followers, [---] engagements


"This throws a wrench in the $GEO thesis. The US Embassy in Mexico did an anti illegal immigration video featuring Carlos Villagrn the actor of Quico from the famous "El Chavo del Ocho" mexican sitcom. https://t.co/v3HLFG0hbv The US Embassy in Mexico did an anti illegal immigration video featuring Carlos Villagrn the actor of Quico from the famous "El Chavo del Ocho" mexican sitcom. https://t.co/v3HLFG0hbv"  
[X Link](https://x.com/deusexdividend/status/1709027071111143675)  2023-10-03T02:06Z [----] followers, [----] engagements


"@inner_scorecard My timing wasn't great. Sold out for a very modest gain. My mistake was sizing too big which made the drawdown feel very painful I'd size smaller next time. I also feel like I have no real edge in REITs. Not very easy to follow as an outsider"  
[X Link](https://x.com/deusexdividend/status/1709243201176158633)  2023-10-03T16:25Z [----] followers, [--] engagements


"@searching4value It's a solid operator growing 10% YoY and much lower leverage (1.4x) than US comps. Also a great acquisition target down the line at its size. Lower rates would help but Banxico will only drop in tandem with the fed. They need to act in lockstep IMO"  
[X Link](https://x.com/deusexdividend/status/1709293796192825677)  2023-10-03T19:46Z [----] followers, [--] engagements


"@ClarkSquareCap My Ultimate frisbee teams lawyers will be getting in touch with you shortly. Consider this a pre-C&D"  
[X Link](https://x.com/deusexdividend/status/1709779708815016224)  2023-10-05T03:57Z [----] followers, [---] engagements


"A random FinX account was comparing Mexico to Venezuela because of the airport tariffs. Ive been hearing that my entire life. Shows little knowledge of Mexican politics. About a year ago AMLO threatened to waive the anti-reelection clause in the constitution. It was shut down"  
[X Link](https://x.com/deusexdividend/status/1710113453778555372)  2023-10-06T02:03Z [----] followers, [----] engagements


"To compare Mexico to a true failed state in South America is ridiculous. Mexico may have its fare share of problems but AMLO isnt Maduro and the checks and balances are much stronger. EM investing has its risks but to paint the entire region with a broad brush is lazy analysis"  
[X Link](https://x.com/deusexdividend/status/1710113455917723746)  2023-10-06T02:03Z [----] followers, [---] engagements


"We don't even know the extent of the tariff adjustments. Political risk is real but [--] years into AMLO's term this wasn't easy to predict. Even I thought things would get bad in [----] but things have largely been ok-ish relative to the fear back then. That said Fintech Advisory selling their $OMAB stake may have been telling in retrospect. It's wait and see"  
[X Link](https://x.com/deusexdividend/status/1710126918626947112)  2023-10-06T02:56Z [----] followers, [--] engagements


"Your takes on Mexico are very superficial. Maybe enough to garner a few fintwit likes but amateurish. Nepotism is a problem everywhere. In Mexico hiring friends and family is normal because all these major firms were family run until recently. Its a trust based system and a small business circle so reputation is very important. And most management behind these firms is very credentialed typically US college degrees and MBAs. Im not saying credentials matter or that that makes these mgmt teams good necessarily. But its more complex than just saying hiring family equals stealing from"  
[X Link](https://x.com/deusexdividend/status/1710328855561470211)  2023-10-06T16:19Z [----] followers, [---] engagements


"Is there a credible case for an Oatly turnaround Can the business be saved $OTLY"  
[X Link](https://x.com/deusexdividend/status/1712242654329647182)  2023-10-11T23:03Z [----] followers, [----] engagements


"If you have access to @IBKR is there a single good reason to own a treasury bond ETF vs. actual treasuries I can't really think of one"  
[X Link](https://x.com/deusexdividend/status/1715003420577607746)  2023-10-19T13:54Z [----] followers, [----] engagements


"@TSXDivStock Honest question. Why buy back shares when this is perhaps a zero TV business Why not just pay out dividends"  
[X Link](https://x.com/deusexdividend/status/1715044762435113220)  2023-10-19T16:38Z [----] followers, [---] engagements


"Live look at $HSY headquarters"  
[X Link](https://x.com/deusexdividend/status/1715053109628809487)  2023-10-19T17:11Z [----] followers, [----] engagements


"I think Ubiquity $UI at 13x forward earnings is compelling. This is a solid thread. @7Innovator @HedgehogPlus @emilio_gold @dajian888 A unique mid-cap multi-bagger opportunity in a unique company called Ubiquiti with the largest shareholder founder @RobertPera still at the helm. $UI is down 70% from ATH from [---] to [---] this is the second largest drawdown @7Innovator @HedgehogPlus @emilio_gold @dajian888 A unique mid-cap multi-bagger opportunity in a unique company called Ubiquiti with the largest shareholder founder @RobertPera still at the helm. $UI is down 70% from ATH from [---] to [---] this"  
[X Link](https://x.com/deusexdividend/status/1715093840531701784)  2023-10-19T19:53Z [----] followers, [----] engagements


"@WaterworldCapi1 $UI Ubiquity cant catch a bid. I think Ubiquity $UI at 13x forward earnings is compelling. This is a solid thread. I think Ubiquity $UI at 13x forward earnings is compelling. This is a solid thread"  
[X Link](https://x.com/deusexdividend/status/1716484452124066253)  2023-10-23T15:59Z [----] followers, [---] engagements


"Me raising money from my local rotary club for a pool cleaning rollup business"  
[X Link](https://x.com/deusexdividend/status/1716556766513656255)  2023-10-23T20:46Z [----] followers, [----] engagements


"You get a [--] minute meeting with one of the following people. All questions are fair game and you're allowed to transact on the information received. Who do you pick for highest alpha generation Why Warren Buffett Bill Ackman Joe Biden Jerome Powell Warren Buffett Bill Ackman Joe Biden Jerome Powell"  
[X Link](https://x.com/deusexdividend/status/1716930839769120904)  2023-10-24T21:33Z [----] followers, [----] engagements


"A big part of my personal investment mandate is minimizing the amount of financial engineering present in my holdings. That tends to rule out stuff like asset managers serial acquirers house of brand stocks and even REITs. I'm not saying a diligent investor can't make money in those categories but the hidden risks tend to be harder to spot and management incentives can easily become misaligned"  
[X Link](https://x.com/deusexdividend/status/1716973267796291702)  2023-10-25T00:21Z [----] followers, [----] engagements


"@taobanker $PLD $TRNO $REXR"  
[X Link](https://x.com/deusexdividend/status/1716978649285410948)  2023-10-25T00:43Z [----] followers, [---] engagements


"I spend too much time tracking REITs while having zero exposure. Industrial valuations always looked bubbly to me. I think buying realty income and other triple nets works out well from here. $O pretty much tracked and beat SPY returns for [--] years up until the money printer went into overdrive"  
[X Link](https://x.com/deusexdividend/status/1716983374189904162)  2023-10-25T01:01Z [----] followers, [--] engagements


"My current macbook air (2019 model pre M1 chip) and iphone [--] are feeling sluggish and have terrible battery life these days. I'm seriously considering ditching the Apple ecosystem and switching to a Google Pixel + PC workstation. Maybe add a tablet too. Thoughts"  
[X Link](https://x.com/deusexdividend/status/1717242345077256227)  2023-10-25T18:10Z [----] followers, [----] engagements


"A severe category [--] hurricane hit Acapulco Mexico last night and this morning. Residents had less than [--] hours to prepare as Otis morphed from a tropical storm into a full stage [--]. To make matters worse a [---] magnitude earthquake was reported nearby (Zihuatanejo) only a few hours later. Truly terrible news and very limited international media coverage"  
[X Link](https://x.com/deusexdividend/status/1717392119810425017)  2023-10-26T04:06Z [----] followers, [----] engagements


"@WesternPolitic @Tablesalt13 I currently go back and forth b/t BC and Mexico. That won't buy you much in any major city or trendy destination. Best affordability and quality of life bet is probably Merida. It's still affordable safe but hot as hell"  
[X Link](https://x.com/deusexdividend/status/1717943114332324084)  2023-10-27T16:35Z [----] followers, [--] engagements


"You gotta love the SA comments from disgruntled dividend investors. On one hand I think buying a a triple net REIT is entirely uninspired. On the other I think you could do well going against that type of emotional investor. The $SRC deal looks fine to me at first glance"  
[X Link](https://x.com/deusexdividend/status/1719019036640735546)  2023-10-30T15:50Z [----] followers, [---] engagements


"I cant wait to buy this and fire up the twitter web app"  
[X Link](https://x.com/deusexdividend/status/1719231666370339313)  2023-10-31T05:55Z [----] followers, [----] engagements


"@evfcfaddict I think being overly exposed to the mag seven is a mistake. But having zero exposure (especially the cheaper names like GOOGL META) also seems like a mistake. Balance sheets remain pristine for those [--] mentioned. And zero exposure to capital markets for funding needs"  
[X Link](https://x.com/deusexdividend/status/1719386391535296582)  2023-10-31T16:10Z [----] followers, [---] engagements


"Nice beat and raise by Garmin $GRMN. - Revenue +12% w/ record 3Q revenue in [--] out of [--] segments (marine down 7%) - 57% GM / 21.2% OM - GAAP EPS $1.34 - $312m FCF w/ $2.8bn now in cash & cash eq - Auto OEM grew at 59% and posted 21% GMs Stock up +10% this morning. I dont know why it took me so long to look into Garmin $GRMN. Amazing company. Not cheap but very high quality and under the radar. I dont know why it took me so long to look into Garmin $GRMN. Amazing company. Not cheap but very high quality and under the radar"  
[X Link](https://x.com/deusexdividend/status/1719765461104246930)  2023-11-01T17:16Z [----] followers, [----] engagements


"$OMAB +20% since although a lot of it probably just beta driven. Changes to the annex won't meaningfully affect max tariff calculations based on what I've read. But the +4% step up in concession tax does impact margins (still less than LT growth I think). Overall the biggest unknown here continues to be potential hit to VLRS/VIVA on the P&W engine issues. Regardless I'm long and continue to like the r/r"  
[X Link](https://x.com/deusexdividend/status/1721601042058756248)  2023-11-06T18:50Z [----] followers, [----] engagements


"@BitMoreLeverage @ootelloo @ToffCap @everyonehatesp1 Tough 3Q but pricing weakness (and 3mo contract lag) was telegraphed last quarter. I found it interesting that mgmt first blames Chinese + Russian exports for lower DAP pricing. But then cites no new capacity adds + Chinese restrictions Stock held up better than expected"  
[X Link](https://x.com/deusexdividend/status/1722413600399298978)  2023-11-09T00:39Z [----] followers, [--] engagements


"@Funeral_Bags @TikTokInvestors I disagree sir. In the movie Fight Club Tyler Durden physically destroys the banks to erase the mainframe computer which houses all debtor information. I assume this would play out the same way and my debt would be erased from the system giving me a fresh start at life"  
[X Link](https://x.com/deusexdividend/status/1722472560594739360)  2023-11-09T04:33Z [----] followers, [---] engagements


"Nubank $NU now offering 15% yield on savings accounts in Mexico. Government notes are yielding 10-11% for reference. Ive seen this story play out before"  
[X Link](https://x.com/deusexdividend/status/1722641654631575644)  2023-11-09T15:45Z [----] followers, 16.4K engagements


"I didn't know the fintechs were offering rates that high but now seeing a bunch in the 15% range. I'm not posing this is as a credit risk per se but seems like a short-term marketing gimmick. Mexican banking is attractive because of low CaC. When has this ever worked"  
[X Link](https://x.com/deusexdividend/status/1722655058595287203)  2023-11-09T16:39Z [----] followers, [--] engagements


"@LogicalThesis Ive made $GRMN a large position. I think it fits your criteria"  
[X Link](https://x.com/deusexdividend/status/1722999945576264013)  2023-11-10T15:29Z [----] followers, [---] engagements


"Extremely well run company making navigation and mission critical tech for [--] business verticals: fitness outdoors marine aviation and auto. Trades at 21x forward PE and has grown top line 9% over the past [--] years. Bullet proof balance sheet and pays a dividend. It's not exactly cheap but users absolutely love their products. They outcompete Apple and other smart fitness device makers and are best in class in marine & aviation. Auto OEM is the fastest growing segment now with a ton of potential but also likely lower margin. I have a lot of respect for what this company has done over the years"  
[X Link](https://x.com/deusexdividend/status/1723011913796526429)  2023-11-10T16:17Z [----] followers, [---] engagements


"Arnold will make $TGT management useful again. Time to get long"  
[X Link](https://x.com/deusexdividend/status/1723453566977990982)  2023-11-11T21:32Z [----] followers, [----] engagements


"@CECL_Allowance @Private35271288 Seems like they are also unoccupied Walgreens offices in Deerfield IL. Being sold to a development group w/ some risk on the deal"  
[X Link](https://x.com/deusexdividend/status/1724506139440873921)  2023-11-14T19:14Z [----] followers, [---] engagements


"It seems perfectly reasonable to assume that in the near future leggings and athleisure will no longer be cool or acceptable to wear out. The pendulum from tight to baggy has already swung. Maybe the pendulum from informal to formal follows"  
[X Link](https://x.com/deusexdividend/status/1724838732224922097)  2023-11-15T17:16Z [----] followers, [----] engagements


"@InvestRoiss What do you make of the weaker guide though I'm trying to assess what this could mean for $UI next year (no conf calls or md&a)"  
[X Link](https://x.com/deusexdividend/status/1724930960591098293)  2023-11-15T23:22Z [----] followers, [---] engagements


"@ArchiteuthisDx Best profile pic game on fintwit. I would hang this on my wall"  
[X Link](https://x.com/deusexdividend/status/1726677495544770631)  2023-11-20T19:02Z [----] followers, [---] engagements


"Don't shoot me but I think $SG looks decent based on this private comp. And it's a stronger brand"  
[X Link](https://x.com/deusexdividend/status/1726783509736689946)  2023-11-21T02:04Z [----] followers, [----] engagements


"This reminds me of a celebrity jet tracker account that got banned from twitter last year. It was accused of sharing private info but i'm pretty sure most flight info is public. Anyways no moral judgement here. If I had a PJ I'd fly [--] minute stretches too"  
[X Link](https://x.com/deusexdividend/status/1726787655462191229)  2023-11-21T02:20Z [----] followers, [--] engagements


"@CapitalValor Probably still in apparel retail. Also hotel/office REITs and airlines"  
[X Link](https://x.com/deusexdividend/status/1727375232393166980)  2023-11-22T17:15Z [----] followers, [---] engagements


"Someone should build a Soho House but for reading and working. - You get unlimited access to physical digital and audio books - A few comfortable tables for reading or working - A few PCs for surfing the web - Printers for when you need to print something once a year and youre out of toner at home - Designated childrens area with educational books toys and story time - Nice old lady who greets you at the front desk What do you guys think Am I crazy for wanting to build this"  
[X Link](https://x.com/deusexdividend/status/1731464589328662722)  2023-12-04T00:05Z [----] followers, [----] engagements


"@nope_its_lily Nah they were never down. The $BTC in the hold-to-maturity bucket"  
[X Link](https://x.com/deusexdividend/status/1731894242157449461)  2023-12-05T04:32Z [----] followers, [---] engagements


"A lot of the CRE accounts I follow on X were all extremely bearish on office up until very recently. But a lot of us tourists have done well buying office REITs this year. This is by no means a victory lap but I think there's a few lessons here. Mainly: (1) being a tourist can be a good thing and (2) expert views can be myopic or too impractical for the market"  
[X Link](https://x.com/deusexdividend/status/1732462686548750416)  2023-12-06T18:11Z [----] followers, 14.5K engagements


"@tommywarboys @rhunterh Apples-to-apples comparison would be to look at AFFO/EV yield although convention is to just look at AFFO/price (levered). For a REIT like PLD what you're really paying for is quality and scale"  
[X Link](https://x.com/deusexdividend/status/1734985221706240214)  2023-12-13T17:14Z [----] followers, [--] engagements


"@WaterworldCapi1 Why buy the shoemaker when you can just buy the distributer $FL Lol"  
[X Link](https://x.com/deusexdividend/status/1735741200030896468)  2023-12-15T19:18Z [----] followers, [---] engagements


"@kingdomcapadv Portfolio at an implied $83 PSF on this recent pullback. I think reinstating the dividend may be premature though. I have a small position"  
[X Link](https://x.com/deusexdividend/status/1737625183987609626)  2023-12-21T00:05Z [----] followers, [---] engagements


"Wasn't fintwit massively short this co Ouch"  
[X Link](https://x.com/deusexdividend/status/1737684556931858481)  2023-12-21T04:00Z [----] followers, [----] engagements


"I continue to like Mexico as a broad market play heading into [----]. Banxico is in a comfortable spot with rates at 11.25% or a 600bps spread to fed funds (historically the spread has been 425bps). The conservative move for Banxico is to lower in lockstep with the fed but I don't think it would be a policy mistake to move first given the available slack. Bringing rates down to 8-9% seems feasible in [----] and would provide a nice tailwind for local stocks. Expect the MXN peso to move lower which will help companies with USD sales and MXN costs and also make tourism more attractive to foreigners"  
[X Link](https://x.com/deusexdividend/status/1737699185145831442)  2023-12-21T04:59Z [----] followers, [---] engagements


"@theFinnishSisu @PromoteJunkie Ive worn Arcteryx and Helly Hansen ski jackets on really cold days up in the mountain (negative 10-20 Celsius). Durability has been excellent for both but the HH cost half as much. Made me rethink my prior purchases of close to $1K ski jackets. Its all marketing"  
[X Link](https://x.com/anyuser/status/1740374350812078341)  2023-12-28T14:09Z [--] followers, [---] engagements


"City I dislike: Laredo TX City I begrudgingly respect: McAllen TX City I think is overrated: Austin TX City I think is underrated: Houston TX City I like: Dallas TX City I love: San Antonio TX City I dream of living in: South Padre Island TX City I dislike: Denver City I begrudgingly respect: phoenix City I think is overrated: Miami City I think is underrated: Philly City I like: Tampa City I love: NYC City I dream of living in: Amsterdam City I dislike: Denver City I begrudgingly respect: phoenix City I think is overrated: Miami City I think is underrated: Philly City I like: Tampa City I"  
[X Link](https://x.com/anyuser/status/1740897787636556026)  2023-12-30T00:49Z [--] followers, [----] engagements


"You dont hate running. Youre intimidated by it. You went out too hard the last time you ran and felt your lungs burning so you just gave up convincing yourself that its bad for joints and that strength training is superior to most cardio. [----] is the year you try again"  
[X Link](https://x.com/deusexdividend/status/1742892577852985497)  2024-01-04T12:55Z [----] followers, [----] engagements


"@atelicinvest You're probably right. New startup idea: income tax loans (as a service)"  
[X Link](https://x.com/deusexdividend/status/1744389448299917636)  2024-01-08T16:03Z [----] followers, [--] engagements


"Me: calling Zuckerberg the best capital allocator of all time $META Zuck:"  
[X Link](https://x.com/deusexdividend/status/1745195371050209765)  2024-01-10T21:26Z [----] followers, [---] engagements


"The trick is to get in AFTER the fintwit honeymoon stage. Nice +22% pop today $ATZ.TO Added to $ATZ.TO below $23. Getting close to a full position now. Easy double from here in the next 12-24 months IMO. Added to $ATZ.TO below $23. Getting close to a full position now. Easy double from here in the next 12-24 months IMO"  
[X Link](https://x.com/deusexdividend/status/1745502464831578577)  2024-01-11T17:46Z [----] followers, [----] engagements


"@rudman_ben @vrexec Sounds like BPA-free aluminum cans are a good compromise"  
[X Link](https://x.com/deusexdividend/status/1746611306893861309)  2024-01-14T19:12Z [----] followers, [--] engagements


"@MetacriticCap @PythiaR Latin American politicians don't need high security detail. I'm sorry what"  
[X Link](https://x.com/deusexdividend/status/1747323594961522775)  2024-01-16T18:23Z [----] followers, [---] engagements


"@inner_scorecard I've been eyeing $FNMA and $FMCC today. You can make the argument that affordable housing is a bipartisan topic. Trump is a nice tailwind but the numbers are somewhat interesting by themselves too"  
[X Link](https://x.com/deusexdividend/status/1747717602800173349)  2024-01-17T20:28Z [----] followers, [---] engagements


"The Mexican auto market is being flooded by Chinese cars. MG BYD Jetour Chirey BAIC JAC. It's hard to even keep track but they are very popular on the road. They're packed with features (mainly infotainment) offer [--] year warranties and are cheap or in-line with Korean cars. I'm already hearing about durability & mechanical issues. Many buyers figuring out the hard way that vehicle servicing is horrible at Chinese dealerships. But they'll probably get better over time. It's fascinating to watch the level of progress. A few years ago they had zero footprint. Is Mexico the gateway into the US &"  
[X Link](https://x.com/deusexdividend/status/1747736961840734673)  2024-01-17T21:45Z [----] followers, [----] engagements


"I'm not proud of myself for speculating but I bought a small position in $FNMA common [--] days ago. There's negative equity a $190 billion liquidation preference on the senior prefs and $20b in jr. prefs ahead of common. And Fannie wouldn't meet capitalization requirements to stand on its own. But it's an interesting call option on ending GSE conservatorship. Best of all it has no expiry. And people seem to be bidding this as a Trump re-election play. I think the momentum carries on for a few months. And the expected value calc (assuming some sort of govt haircut) is probably much higher than"  
[X Link](https://x.com/deusexdividend/status/1748360832394690709)  2024-01-19T15:04Z [----] followers, [----] engagements


"@rhunterh @alluvialcapital You were one of the first on fintwit to highlight $NLOP and how it was potentially very asymmetric different from $ONL spin etc. Prompted me to take a closer look and build a position last year"  
[X Link](https://x.com/deusexdividend/status/1751274629996454398)  2024-01-27T16:03Z [----] followers, [----] engagements


"@LogicalThesis Interesting picks. I researched $NU a while back ago and passed. You can't argue with that growth though"  
[X Link](https://x.com/deusexdividend/status/1752358752160792779)  2024-01-30T15:50Z [----] followers, [---] engagements


"@GloboGymCapital Fiscal stimulus to the close pension gap. And then raising the equity allocation from a majority of fixed income. Imagine all that cash flowing into just 100+ listed cos"  
[X Link](https://x.com/deusexdividend/status/1752894307282063700)  2024-02-01T03:19Z [----] followers, [---] engagements


"@Citrini7 Fire 🔥 is very well positioned this year. And that bodes poorly for all ICE 🧊 legacy automakers. So bullish $TSLA. Plus Teslas catch on fire a lot"  
[X Link](https://x.com/deusexdividend/status/1753425176669110712)  2024-02-02T14:28Z [----] followers, [---] engagements

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