#  @fifteenCAGR Buy and HODL Buy and HODL posts on X about $brkb, $chtr, $nflx, $meta the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::2001257786852720642/interactions)  - [--] Week [------] +12% - [--] Month [------] +22% ### Mentions: [--] [#](/creator/twitter::2001257786852720642/posts_active)  - [--] Week [--] -36% - [--] Month [---] +74% ### Followers: [---] [#](/creator/twitter::2001257786852720642/followers)  - [--] Week [---] +3% - [--] Month [---] +62% ### CreatorRank: [---------] [#](/creator/twitter::2001257786852720642/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [stocks](/list/stocks) 76.19% [technology brands](/list/technology-brands) 18.25% [cryptocurrencies](/list/cryptocurrencies) 16.67% [countries](/list/countries) 1.59% [financial services](/list/financial-services) #2014 [fashion brands](/list/fashion-brands) 0.79% [automotive brands](/list/automotive-brands) 0.79% **Social topic influence** [$brkb](/topic/$brkb) #36, [$chtr](/topic/$chtr) #1, [$nflx](/topic/$nflx) #126, [$meta](/topic/$meta) #250, [meta](/topic/meta) 9.52%, [$hcc](/topic/$hcc) #8, [$btc](/topic/$btc) #3117, [$oln](/topic/$oln) #46, [$oxy](/topic/$oxy) #8, [$dg](/topic/$dg) #16 **Top accounts mentioned or mentioned by** [@theabomnoman](/creator/undefined) [@divergent7651](/creator/undefined) [@yodastockinvest](/creator/undefined) [@bitcointeacher](/creator/undefined) [@financejack44](/creator/undefined) [@nataninvesting](/creator/undefined) [@shreyfinancial](/creator/undefined) [@bitcointeacher_](/creator/undefined) [@spxsatoshi](/creator/undefined) [@mithrandirfund](/creator/undefined) [@qualityinvest5](/creator/undefined) [@investjourneyx](/creator/undefined) [@thestocksking](/creator/undefined) [@daypriest](/creator/undefined) [@convexdispatch](/creator/undefined) [@mrderivatives](/creator/undefined) [@therealbirnbaum](/creator/undefined) [@mithrandir_fund](/creator/undefined) [@thelonginvest](/creator/undefined) [@noman99190](/creator/undefined) **Top assets mentioned** [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Charter Communications Inc (CHTR)](/topic/$chtr) [Netflix Inc (NFLX)](/topic/$nflx) [Metadium (META)](/topic/$meta) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Bitcoin (BTC)](/topic/$btc) [Olin Corp. (OLN)](/topic/$oln) [Oxygen (OXY)](/topic/$oxy) [Decentral Games (DG)](/topic/$dg) [Exxon Mobil (XOM)](/topic/$xom) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Markel, Corp. (MKL)](/topic/$mkl) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [DisChain (DIS)](/topic/$dis) [Mastercard, Inc. (MA)](/topic/$ma) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Snap, Inc. (SNAP)](/topic/$snap) [Advanced Micro Devices (AMD)](/topic/$amd) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [JPMorgan Chase (JPM)](/topic/$jpm) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [AT&T Inc. (T)](/topic/$t) [Verizon Communications Inc. (VZ)](/topic/$vz) [Nike Inc (NKE)](/topic/$nke) [Starbucks Corporation (SBUX)](/topic/$sbux) [SPACE ID (ID)](/topic/space-id) [Adobe, Inc. (ADBE)](/topic/$adbe) [Beyond Meat, Inc. (BYND)](/topic/$bynd) [Duolingo, Inc. (DUOL)](/topic/$duol) [Costco Hot Dog (COST)](/topic/$cost) [Walmart, Inc. (WMT)](/topic/$wmt) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) ### Top Social Posts Top posts by engagements in the last [--] hours "@DividendMil I disagree. Berkshire Hathaway would be better in the long term. $BRKB has more flexibility than $VOO and I suspect will outperform over the long haul" [X Link](https://x.com/fifteenCAGR/status/2008540399284240542) 2026-01-06T14:05Z [---] followers, [---] engagements "@WheelieInvestor In this market $BRKB. If it goes up you win. If it goes down you really win big" [X Link](https://x.com/fifteenCAGR/status/2009014396790747296) 2026-01-07T21:28Z [---] followers, [---] engagements "@ArthurKaminsky Love the conviction and $META in particular. $BRKB might be good to add in this environment. When everyone rushes for the exits Berkshire will be ready" [X Link](https://x.com/fifteenCAGR/status/2009962521520943146) 2026-01-10T12:16Z [---] followers, [---] engagements "@unusual_whales Im holding my entire portfolio the entire year. So I guess my answer is: $BRKB $DG $HCC $CHTR $OLN $META $NFLX $XOM $OXY" [X Link](https://x.com/fifteenCAGR/status/2010140786227048452) 2026-01-11T00:04Z [---] followers, [---] engagements "@pepemoonboy $OLN" [X Link](https://x.com/fifteenCAGR/status/2011039781602672855) 2026-01-13T11:37Z [---] followers, [---] engagements "@Ashton_1nvests $BRKB because it works in all markets" [X Link](https://x.com/fifteenCAGR/status/2013433080514576554) 2026-01-20T02:07Z [---] followers, [---] engagements "@TheLongInvest I dont know why everyone is so hung up on $PYPL. So many better opportunities in the market. $NFLX $HCC $OLN to name a few. FD Im long all of these" [X Link](https://x.com/fifteenCAGR/status/2015406995864539441) 2026-01-25T12:50Z [---] followers, [---] engagements "@Divergent7651 Its run a little hot lately but Im long $HCC. Its a met coal (steel making coal) stock. They just increased their mining capacity by 75%. Clean balance sheet. World class assets. Continuously trades and low FCF multiple relative to mid cycle FCF" [X Link](https://x.com/fifteenCAGR/status/2015754787560493176) 2026-01-26T11:52Z [---] followers, [---] engagements "@Armin_Hartl Im long $HCCand I welcome these down days. Better for my long term returns. Hoping it goes down further" [X Link](https://x.com/fifteenCAGR/status/2016107608797512019) 2026-01-27T11:14Z [---] followers, [---] engagements "@TheSignalOA @themotleyfool $PTLO is potentially interesting here" [X Link](https://x.com/fifteenCAGR/status/2016972963879248041) 2026-01-29T20:33Z [---] followers, [---] engagements "$OLN reported earning yesterday. They were bad. But they almost dont matter. Either an unprecedented trough market will continue for many more years (unlikely) and they go bankrupt or the cycle normalizes and the stock explodes higher" [X Link](https://x.com/fifteenCAGR/status/2017202157259260383) 2026-01-30T11:44Z [---] followers, [---] engagements "$CHTR gained video customers in Q4did I read that correctly Is cable back lol. Good quarter overall" [X Link](https://x.com/fifteenCAGR/status/2017210575818780957) 2026-01-30T12:17Z [---] followers, [---] engagements "@Divergent7651 @heartof_thesea No just no to both $T and $VZ. Certainty FWA is not a reason to buy" [X Link](https://x.com/fifteenCAGR/status/2017397535933968650) 2026-01-31T00:40Z [---] followers, [--] engagements "Just listened to the $CHTR earnings call. They are listening to their shareholders and are going to improve their balance sheet and reduce debt in the near future. Even though buybacks are theoretically better this is the right move for the stock. Long $CHTR. The market is communicating to $CHTR that they do not like their debt load. They should stop buybacks for now and throw all the free cash flow at the debt. Or maybe just do 1-2 billion in buybacks a year. That would be best for long term shareholders. https://t.co/H19hNTVbGG The market is communicating to $CHTR that they do not like" [X Link](https://x.com/fifteenCAGR/status/2017584817097883808) 2026-01-31T13:04Z [---] followers, [---] engagements "@FinanceJack44 So glad to see a younger investor that doesnt just go all in on $BTC. Smart. Maybe consider some $BRKB" [X Link](https://x.com/fifteenCAGR/status/2018031703474761993) 2026-02-01T18:40Z [---] followers, [---] engagements "@NoMan99190 This is a solid portfolio. It should outperform. Why both $MKL and $BRK.B Why not just $BRK.B I with $BRK.B would just buy $MKL" [X Link](https://x.com/fifteenCAGR/status/2018111741276680664) 2026-02-01T23:58Z [---] followers, [---] engagements "@NoMan99190 No problem. I like $MKL a lot. I might buy some soon. They are smaller but they are also required to hold a lot more bonds than $BRK. In times of major crisis I think $BRK would outperform. The uncertainty with Abel is also bringing down shares. But both are great companies" [X Link](https://x.com/fifteenCAGR/status/2018124044080390317) 2026-02-02T00:47Z [---] followers, [---] engagements "@aincomeinvestor $BRKA" [X Link](https://x.com/fifteenCAGR/status/2018273398195974170) 2026-02-02T10:40Z [---] followers, [---] engagements "I put $NKE $SBUX and $DIS all in the same bucket. These companies all need to fall 30-40% for me to be interested. They get too much brand premium without enough growth to justify their valuation. Just my opinion. I have no stake in any of them" [X Link](https://x.com/fifteenCAGR/status/2018411692305100816) 2026-02-02T19:50Z [---] followers, [---] engagements "@nataninvesting True but too many competitors in the space. Id go with $MA instead. $MA basically cant be disrupted" [X Link](https://x.com/fifteenCAGR/status/2018772909670728162) 2026-02-03T19:45Z [---] followers, [----] engagements "Can anyone recommend a software stock that is getting crushed that most likely cant be replaced easily with AI" [X Link](https://x.com/fifteenCAGR/status/2018836834756038739) 2026-02-03T23:59Z [---] followers, [--] engagements "@Mithrandir_Fund Possibly but I think $FICO is wildly overvalued. There is nothing that truly prevents them from being disrupted. Im just not certain on the name so Im not a buyer at these levels. Thanks for the idea" [X Link](https://x.com/fifteenCAGR/status/2019018828634816576) 2026-02-04T12:02Z [---] followers, [--] engagements "@TheAbomNoMan Its a little complicated to figure out the $CHTR story but when you dig deeper you find out its one of the best deals around" [X Link](https://x.com/fifteenCAGR/status/2019214995620298857) 2026-02-05T01:02Z [---] followers, [--] engagements "@YodaStockInvest @tradepal_app Have you considered replacing $HIMS with something like $NFLX Netflix is a proven winner and Hims is just a dumpster fire company imho" [X Link](https://x.com/fifteenCAGR/status/2019509542749630528) 2026-02-05T20:32Z [---] followers, [---] engagements "@TheAbomNoMan What do you think of software stocks right now Gotta be something on mega sale. $ADBE" [X Link](https://x.com/fifteenCAGR/status/2019511909888979105) 2026-02-05T20:42Z [---] followers, [--] engagements "@BlueDuckCap I talk about it but I dont think anyone listens lol. Long $NFLX" [X Link](https://x.com/fifteenCAGR/status/2019518539774738704) 2026-02-05T21:08Z [---] followers, [---] engagements "Remember when $BYND was all the rage Ouch. This is where margin of safety and appropriate position sizing plays an important role" [X Link](https://x.com/fifteenCAGR/status/2019738979185356871) 2026-02-06T11:44Z [---] followers, [---] engagements "Thinking of starting a position in $UBER. 10B FCF on 155B MK. Growing rev 20%. Over time will become the leading AV partner to help AV companies maximize utilization. Low downside. Huge upside. Am I wrong here" [X Link](https://x.com/fifteenCAGR/status/2020132453633957950) 2026-02-07T13:48Z [---] followers, [---] engagements "@nataninvesting Have you looked into $UBER Thinking of taking a position and it seems like an obvious buy" [X Link](https://x.com/fifteenCAGR/status/2020134081162305837) 2026-02-07T13:54Z [---] followers, [---] engagements "@YodaStockInvest Why not replace $HIMS with $UBER $UBER has huge upside and way less downside" [X Link](https://x.com/fifteenCAGR/status/2020134456879710482) 2026-02-07T13:56Z [---] followers, [---] engagements "@QualityInvest5 What incentive will AV companies have to work with $UBER I understand they could increase utilization with $UBER but wont most economic benefit go to AVs If AVs dont partner $UBER is toast" [X Link](https://x.com/fifteenCAGR/status/2020141487082688689) 2026-02-07T14:23Z [---] followers, [--] engagements "@Mithrandir_Fund So if you include all that what percentage is $MA" [X Link](https://x.com/fifteenCAGR/status/2020258944846033131) 2026-02-07T22:10Z [---] followers, [--] engagements "@BitcoinTeacher_ Its a debasement trade. Fixed supply. Its the OG coin. No govt control backed by energy useful for people in countries with inflating currencies Texas owns it Etc" [X Link](https://x.com/fifteenCAGR/status/2020286707183284446) 2026-02-08T00:01Z [---] followers, [--] engagements "@BitcoinTeacher_ I dont mind a bank. I have the privilege of living in the United States so I have no reason to self custody. Id probably lose my keys lol. But I understand where that would be useful if you lived in certain countries" [X Link](https://x.com/fifteenCAGR/status/2020460561276834115) 2026-02-08T11:31Z [---] followers, [--] engagements "@JOptionEngineer @InvestJourneyX We have all been there my friend. What do you own that is down so hard" [X Link](https://x.com/fifteenCAGR/status/2020462334699876484) 2026-02-08T11:38Z [---] followers, [--] engagements "@ElijahColeman21 I agree. People should not just start investing with no training or time spent learning how to invest. A quick way to lose a lot of $$$$" [X Link](https://x.com/fifteenCAGR/status/2020463353374671022) 2026-02-08T11:42Z [---] followers, [--] engagements "@TheStocksKing @JohnProv1 @c4pappi @freedombill3 @Dom_Investing @cashflow_king94 True" [X Link](https://x.com/fifteenCAGR/status/2020490431448985739) 2026-02-08T13:30Z [---] followers, [--] engagements "@InvestJourneyX Fair enough HODL" [X Link](https://x.com/fifteenCAGR/status/2020530332403974482) 2026-02-08T16:09Z [---] followers, [--] engagements "@mr_deepvalue @themattharbaugh Yes for example $HCC. It has a pristine balance sheet. Long runway. Low capex going forward. Trading at 5X normalized FCF. Its a great company" [X Link](https://x.com/fifteenCAGR/status/2020580576890343683) 2026-02-08T19:28Z [---] followers, [---] engagements "@TheAbomNoMan $DUO could be fine but I want the majority of my investments to thrive/not crash in recession or depression scenarios. $DUO is just not a necessity. But nobody will turn off $NFLX or stop buying essentials ($DG) or turn off internet and phone ($CHTR) when times get tough" [X Link](https://x.com/fifteenCAGR/status/2021041673363652923) 2026-02-10T02:00Z [---] followers, [--] engagements "@TheAbomNoMan I realized I misread [--]. Thought it said $DUOL. Dont know anything about $DUO" [X Link](https://x.com/fifteenCAGR/status/2021045097580863538) 2026-02-10T02:14Z [---] followers, [--] engagements "@TheAbomNoMan For $DG this is more of a security stock for me. Does great in recessions. Base case is 4-5B in FCF in a decade. With a 15X FCF multiple in year [--] with buybacks and dividends you get to around 13-15% CAGR. Bear case is 10% at current prices. Id buy on any weakness" [X Link](https://x.com/fifteenCAGR/status/2021186218977812515) 2026-02-10T11:35Z [---] followers, [--] engagements "@TheAbomNoMan In [--] years I see a bear case where $NFLX has 50B in FCF (375M subs @ $20 ARPU/month. That would still get you 13-15% CAGR. Base case is 20% and bull case is 25% CAGR. Unless I see some deterioration it looks solid from here" [X Link](https://x.com/fifteenCAGR/status/2021186340046451033) 2026-02-10T11:35Z [---] followers, [--] engagements "@TheAbomNoMan And yea I have no idea why $COST and $WMT are trading where they are. Maybe its just momentum trading It wont end well IMHO" [X Link](https://x.com/fifteenCAGR/status/2021186848660336772) 2026-02-10T11:37Z [---] followers, [--] engagements "@Mithrandir_Fund @Divs_King One risk with $FICO is that companies are starting to create their own risk models using real-time transaction data and cutting out FICO. Im for sure a seller of $FICO here. Too much uncertainty. Its being somewhat disrupted for the first time ever" [X Link](https://x.com/fifteenCAGR/status/2021194654578860310) 2026-02-10T12:08Z [---] followers, [--] engagements "@Divergent7651 Dont they have ridiculous SBC relative to their MC I dont trust $SNAP management" [X Link](https://x.com/fifteenCAGR/status/2021243281842016426) 2026-02-10T15:22Z [---] followers, [---] engagements "@cajunpies @QualityInvest5 Please tell me more about Avo and Mango" [X Link](https://x.com/fifteenCAGR/status/2021314478550155510) 2026-02-10T20:05Z [---] followers, [--] engagements "@cajunpies @QualityInvest5 Thanks for all the detail I had read about these online but I like your expert deep insights. $META is 15% of my portfolio so I hope it works out. lol. Long $META" [X Link](https://x.com/fifteenCAGR/status/2021315972607385859) 2026-02-10T20:10Z [---] followers, [--] engagements "@DayPriest Very true. I always assume in ten years the company will be valued at 15X free cash flow or less. If it passes that test I should be good to invest regardless of the current FCF multiple" [X Link](https://x.com/fifteenCAGR/status/2021372483291545839) 2026-02-10T23:55Z [---] followers, [--] engagements "@GuyTalksEnergy $META" [X Link](https://x.com/fifteenCAGR/status/2021376860874211363) 2026-02-11T00:12Z [---] followers, [--] engagements "@ConvexDispatch Im excited to read. I love your work. But with $BTC dont you just wait until it falls 70% buy and sell when it goes up 3-5X Is it more complicated than that" [X Link](https://x.com/fifteenCAGR/status/2021543368472281575) 2026-02-11T11:14Z [---] followers, [--] engagements "You should consider being overweight oil and gas stocks (at least a 5% allocation). If and when we get a sustained oil price spike the economy will almost certainly go into a recession. NFA. Long $OXY $XOM" [X Link](https://x.com/fifteenCAGR/status/2021545878721548503) 2026-02-11T11:24Z [---] followers, [---] engagements "@SelfMadeMastery $META lol" [X Link](https://x.com/fifteenCAGR/status/2021655210704433275) 2026-02-11T18:38Z [---] followers, [--] engagements "@Mr_Derivatives Who cares what Bill Ackman does" [X Link](https://x.com/fifteenCAGR/status/2021726649633391074) 2026-02-11T23:22Z [---] followers, [--] engagements "@vivekBWT @Mr_Derivatives I wouldnt go that far. He did great on $CMG" [X Link](https://x.com/fifteenCAGR/status/2021727032091324840) 2026-02-11T23:24Z [---] followers, [--] engagements "@joespfeifer @Mr_Derivatives Sorry that isnt what the data says. Both $NFLX and $META are on sale here" [X Link](https://x.com/fifteenCAGR/status/2021727969698336838) 2026-02-11T23:28Z [---] followers, [--] engagements "Everyone buying $AMD should consider buying $AMR instead" [X Link](https://x.com/fifteenCAGR/status/2021730267153543253) 2026-02-11T23:37Z [---] followers, [---] engagements "Today is a good time to think about what can go wrong with each name in your portfolio. Minimizing downside with predictable upside is the name of the game. What happens if China invades Taiwan Another banking crisis Major war Etc. How robust is your portfolio" [X Link](https://x.com/fifteenCAGR/status/2021912758489346135) 2026-02-12T11:42Z [---] followers, [--] engagements "@commonsenseplay Only buy $OPEN if you like losing money" [X Link](https://x.com/fifteenCAGR/status/2021917538536530351) 2026-02-12T12:01Z [---] followers, [--] engagements "@BitcoinTeacher_ Just sell it already. Dont be the sucker at the table. Just throwing good $$$ after bad" [X Link](https://x.com/fifteenCAGR/status/2021920810642911612) 2026-02-12T12:14Z [---] followers, [--] engagements "@BitcoinTeacher_ I wont delete it. I genuinely hope it does do that for you. I have no stake either way in $BTC" [X Link](https://x.com/fifteenCAGR/status/2021925163500225023) 2026-02-12T12:31Z [---] followers, [--] engagements "@growthrapidly $NFLX -17%. Woof. But its a buy" [X Link](https://x.com/fifteenCAGR/status/2022075365116850285) 2026-02-12T22:28Z [---] followers, [---] engagements "@BitcoinTeacher_ No this is not sarcasm. For example if $BRKB falls 40% then Berkshire can buy back a ton of stock and my long term returns skyrocket. This only works if you own durable FCF generating companies. This is why I dont own $BTC. $BTC does not get more valuable as it falls" [X Link](https://x.com/fifteenCAGR/status/2020283966931230883) 2026-02-07T23:50Z [---] followers, [--] engagements "@StockMKTNewz $OPEN" [X Link](https://x.com/fifteenCAGR/status/2022814412743069854) 2026-02-14T23:25Z [---] followers, [---] engagements "$BRK is dropping because Greg has had no shareholder communication since becoming CEO and he has not bought any $BRKA stock either. Investors hate uncertainty" [X Link](https://x.com/fifteenCAGR/status/2014725300861509730) 2026-01-23T15:41Z [---] followers, [---] engagements "@Gubloinvestor $CHTR at 100% Or just a more responsible 5% allocation lol. It will 10X+ in [--] years" [X Link](https://x.com/fifteenCAGR/status/2018466521539100992) 2026-02-02T23:28Z [---] followers, [---] engagements "@TheLongInvest The people that like $PYPL for cash flow should look at companies like $CHTR and $HCC instead. They will have exploding FCF at cheaper valuations than $PYPL" [X Link](https://x.com/fifteenCAGR/status/2018688403538080050) 2026-02-03T14:09Z [---] followers, [---] engagements "Want a free 10K Switch to @GetSpectrum internet and Spectrum mobile. Save 1K in your first year. Invest the 1K in $CHTR stock and dont sell. Wait [--] years and you will have 10K for free Long $CHTR. Not financial advice" [X Link](https://x.com/fifteenCAGR/status/2019016169139970348) 2026-02-04T11:52Z [---] followers, [---] engagements "@Mike_ValueInv Its one of the following $BRKB $CHTR $OLN $NFLX $OXY $XOM $META $HCC $DG. Im long all of these high-quantity companies" [X Link](https://x.com/fifteenCAGR/status/2019549932651430081) 2026-02-05T23:13Z [---] followers, [---] engagements "@FinanceJack44 Perfect. $CHTR has a Super Bowl commercial (under the Spectrum brand). That has to count for something right" [X Link](https://x.com/fifteenCAGR/status/2020225261384630482) 2026-02-07T19:56Z [---] followers, [--] engagements "@TheAbomNoMan The only real way it works out really well is if they spin out the entertainment buisness like $WBD. Otherwise you might as well go with a pure play like $CHTR or $DIS for entertainment if you like the experiences segment. Or just go with $NFLX. Comcast does not scream buy" [X Link](https://x.com/fifteenCAGR/status/2021717801619386876) 2026-02-11T22:47Z [---] followers, [---] engagements "@realsteveeisman glad to hear you are a fan of $CHTR. Its obvious isnt it Nobody listens to me about $CHTR but maybe they will listen to you. I love the podcast #TheRealEismanPlaybook" [X Link](https://x.com/fifteenCAGR/status/2022490754011029686) 2026-02-14T01:59Z [---] followers, [--] engagements "@nataninvesting $CHTR $HCC come to mind" [X Link](https://x.com/fifteenCAGR/status/2018771127166972064) 2026-02-03T19:38Z [---] followers, [---] engagements "@FinanceJack44 I think you should own something quality outside your comfort zone. Something like $CHTR $HCC or $OLN come to mind. Im long all. Like you I also have a huge $META position (15%). You should switch to Threads to support our Meta investment" [X Link](https://x.com/fifteenCAGR/status/2020218169915285583) 2026-02-07T19:28Z [---] followers, [---] engagements "@FinanceJack44 My entire portfolio. $CHTR $BRKB $HCC $OLN $NFLX $DG $XOM $OXY $META. If you have a stock where this is not the case it shouldnt be in your portfolio" [X Link](https://x.com/fifteenCAGR/status/2020831207756562702) 2026-02-09T12:04Z [---] followers, [---] engagements "@SPXSatoshi $NFLX for sure" [X Link](https://x.com/fifteenCAGR/status/2022812400269803997) 2026-02-14T23:17Z [---] followers, [--] engagements "@ShreyFinancial @SPXSatoshi $NFLX is not under pressure" [X Link](https://x.com/fifteenCAGR/status/2022812902244159629) 2026-02-14T23:19Z [---] followers, [--] engagements "Welcome to team $META @BillAckman. Interested in joining team $NFLX again Its on sale" [X Link](https://x.com/fifteenCAGR/status/2021654311282127140) 2026-02-11T18:35Z [---] followers, [---] engagements "@Divergent7651 Whats the elevator pitch on this stock Im curious why this is a permanent holding for you" [X Link](https://x.com/fifteenCAGR/status/2010535765265023223) 2026-01-12T02:14Z [---] followers, [----] engagements "@justen_ellis @nataninvesting Interesting you dont see that stock mentioned on X often" [X Link](https://x.com/fifteenCAGR/status/2018833768237453324) 2026-02-03T23:47Z [---] followers, [--] engagements "@b_co_co @TIME Everyone should watch the Spectrum Super Bowl commercial $CHTR" [X Link](https://x.com/fifteenCAGR/status/2019195924288008252) 2026-02-04T23:46Z [---] followers, [--] engagements "@TheAbomNoMan I like Comcast a lot but Im already in $CHTR which I believe has a better connectivity business and higher upside. I think both will outperform but the FCF $CHTR will generate will make the stock explode higher over the next decade. Very low risk high upside" [X Link](https://x.com/fifteenCAGR/status/2019197618925236315) 2026-02-04T23:53Z [---] followers, [--] engagements "@TheAbomNoMan [--]. Yes x [-------] [--]. Yes but $CHTR is better [--]. No $DG is better right now [--]. Absolutely not buy more $MKL instead [--]. Tempting for sure [--]. No opinion [--]. No opinion" [X Link](https://x.com/fifteenCAGR/status/2021037610144014355) 2026-02-10T01:44Z [---] followers, [---] engagements "$CHTR observations June 2021: MC: 143B TTM FCF: 8.5B LT Debt: 87B [----] Estimate: MC: FCF: 9B+ LT Debt: 85-95B Current MC: 30B How does this not at least double (likely more) in the next [--] years Im not even including buybacks" [X Link](https://x.com/fifteenCAGR/status/2021189821394305216) 2026-02-10T11:49Z [---] followers, [--] engagements "At current historically inflation adjusted low oil prices $OXY can CAGR at 15% over the next decade. Imagine what happens when oil mean revertslong $OXY" [X Link](https://x.com/fifteenCAGR/status/2021312112899870968) 2026-02-10T19:55Z [---] followers, [---] engagements "@YodaStockInvest What is a growth stock investor There is just investing. $CHTR" [X Link](https://x.com/fifteenCAGR/status/2021380386052338086) 2026-02-11T00:26Z [---] followers, [---] engagements "@TheRealBirnbaum So what are you buying here" [X Link](https://x.com/fifteenCAGR/status/2021732450540359997) 2026-02-11T23:45Z [---] followers, [----] engagements "Holding bank stocks in this environment is a big mistake. Im a seller of $BAC $JPM $WFC and others. Too many better opportunities with lower risk" [X Link](https://x.com/fifteenCAGR/status/2021915655864561804) 2026-02-12T11:53Z [---] followers, [--] engagements "@TheStockBro These are my positions from Jan [--]. I typically only buy maybe one new stock a year. I have not purchased anything YTD. $BRK.B 31% $META 16% $XOM 11% $DG 10% $NFLX 10% $HCC 7% $CHTR 5% $OLN 5% $OXY 5%" [X Link](https://x.com/fifteenCAGR/status/2022078327302029611) 2026-02-12T22:40Z [---] followers, [--] engagements "@ConvexDispatch Great read. 25% is strong conviction When are you predicting 250K $BTC Is that a [--] year price target" [X Link](https://x.com/fifteenCAGR/status/2022097442796429615) 2026-02-12T23:56Z [---] followers, [---] engagements "Simple rule. Always assume in ten years your stock will trade at 15X FCF or less. You will make better decisions when you buy with this framing" [X Link](https://x.com/fifteenCAGR/status/2022279026740502987) 2026-02-13T11:57Z [---] followers, [--] engagements "@DayPriest Im so torn on $UBER. I see that they can be an aggregator to optimize fleet utilization but part of me thinks it wont be a big deal to just get a Waymo or Tesla and cut out $UBER. How do you know $UBER wont get cut out" [X Link](https://x.com/fifteenCAGR/status/2022446617643880585) 2026-02-13T23:03Z [---] followers, [---] engagements "@global1elijah @SPXSatoshi But everyone hates $AMZN and most love $NFLX" [X Link](https://x.com/fifteenCAGR/status/2022813648511496618) 2026-02-14T23:22Z [---] followers, [--] engagements "@varunv_malhotra The problem is that you have stocks like $CHTR and $OXY that have a worst case of 10% CAGR over the next decade vs. worst case of losing money on $CSU. Probably will be fine but why take the risk compared to near certainty in other names" [X Link](https://x.com/fifteenCAGR/status/2022738223558988174) 2026-02-14T18:22Z [---] followers, [---] engagements "@DividendDynasty This should be at least 10% of everyones portfolio right now. Long $BRKB" [X Link](https://x.com/fifteenCAGR/status/2022806088198807888) 2026-02-14T22:52Z [---] followers, [---] engagements "As a follow on. What do professional investors do all day I mean Todd Combs ran GEICO while managing billions. Good investing just takes making a few good decisions and doing nothing. Thats it. I love how I can beat the market (over [--] years so far) in investing with no formal training and another completely unrelated full time job. In what other career can amateurs outperform professionals with minimal time and effort I love how I can beat the market (over [--] years so far) in investing with no formal training and another completely unrelated full time job. In what other career can amateurs" [X Link](https://x.com/fifteenCAGR/status/2023003882570596729) 2026-02-15T11:58Z [---] followers, [--] engagements "My favorite Warren Buffett quote nobody talks about: Id love to have short sellers at Berkshire. How does a short seller hurt you I agree. Please short $BRKB. Im long $BRKB" [X Link](https://x.com/fifteenCAGR/status/2007991935731191993) 2026-01-05T01:45Z [---] followers, [---] engagements "@3KComeback $BRKB $HCC $OXY to name a few" [X Link](https://x.com/fifteenCAGR/status/2011223436253938053) 2026-01-13T23:46Z [---] followers, [---] engagements "@BoujeeFinances Why does everyone like $PLTR The cash on Berkshire Hathaways balance sheet earns 15X the FCF of $PLTR. And $BRKB is only valued at 2.5X $PLTR. Makes no sense" [X Link](https://x.com/fifteenCAGR/status/2014757135314190547) 2026-01-23T17:48Z [---] followers, [---] engagements "@YodaStockInvest Gotta be $BRKB. Its not sexy but its a sleep at night stock. I hope it crashes and Greg buys back a ton of stock. I will be right there with him when he does" [X Link](https://x.com/fifteenCAGR/status/2016225156922802318) 2026-01-27T19:01Z [---] followers, [---] engagements "@FinanceJack44 Fair. But it can outperform. Mine has since [----]. You hold $BRKB for when sh*t hits the fan. You have a lot of growth stocks that could all plunge at once. If you had $BRKB you could buffer this and rotate in to growth if/when growth stocks get crushed. Just a thought" [X Link](https://x.com/fifteenCAGR/status/2018054165868462342) 2026-02-01T20:09Z [---] followers, [---] engagements "You can own $BRKB $NFLX and $AMD. Value can take a lot of forms. You dont need to sit in just one camp or another" [X Link](https://x.com/fifteenCAGR/status/2019511325773439181) 2026-02-05T20:39Z [---] followers, [---] engagements "@BitcoinTeacher_ Im just a guy who loves investing and learning. I stack $BRKB not $BTC. Have you considered some allocation to Berkshire Hathaway Its like the polar opposite of $BTC and you could use it to stack $BTC if it crashes" [X Link](https://x.com/fifteenCAGR/status/2020471654204178927) 2026-02-08T12:15Z [---] followers, [--] engagements "@BTCExodus @BitcoinTeacher_ Have you considered buying some Berkshire Hathaway Might be a nice diversifier from $BTC. Im long $BRKB and own no $BTC" [X Link](https://x.com/fifteenCAGR/status/2020472316455534728) 2026-02-08T12:18Z [---] followers, [--] engagements "@TheStocksKing @JohnProv1 @c4pappi @freedombill3 @Dom_Investing @cashflow_king94 Buy $BRKB instead. Im long" [X Link](https://x.com/fifteenCAGR/status/2020480417061613824) 2026-02-08T12:50Z [---] followers, [---] engagements "@thebtcdad I dont own $BTC but I do own $BRKB. Does that count" [X Link](https://x.com/fifteenCAGR/status/2020486934104031577) 2026-02-08T13:16Z [---] followers, [--] engagements "@WillBiddy_ I believe I will hold $BRKB forever" [X Link](https://x.com/fifteenCAGR/status/2021371036265041979) 2026-02-10T23:49Z [---] followers, [---] engagements "@ShreyFinancial @SPXSatoshi $NFLX has a better product and lower price than all of those" [X Link](https://x.com/fifteenCAGR/status/2022816165773332797) 2026-02-14T23:32Z [---] followers, [--] engagements "@ShreyFinancial @SPXSatoshi How about every Valentines Day" [X Link](https://x.com/fifteenCAGR/status/2022819863199146181) 2026-02-14T23:46Z [---] followers, [--] engagements "@DividendRob It will probably 10X over the next decade" [X Link](https://x.com/fifteenCAGR/status/2023008284970713229) 2026-02-15T12:15Z [---] followers, [--] engagements "An easy way to value $BRKB: (cash+ equity portfolio)*0.08 + OE*K = MC. Solve for K. K [--] back up the truck and buy K [--] possibly trim Otherwise sit back and enjoy the ride. Current: (355 + 314)*0.08 + 47K= [----] K [----] Hope K goes [--] soon" [X Link](https://x.com/fifteenCAGR/status/2016122238185959784) 2026-01-27T12:12Z [---] followers, [---] engagements "Someone should create BuffettCoin. It would act just like $BTC but with only [-------] coins. #DigitalScarcity. Maybe $BRKB would even buy one" [X Link](https://x.com/fifteenCAGR/status/2019132450358849718) 2026-02-04T19:34Z [---] followers, [---] engagements "@realroseceline I love $BRKB. Such a great value here" [X Link](https://x.com/fifteenCAGR/status/2019723404388323531) 2026-02-06T10:42Z [---] followers, [---] engagements "@FinPhilosopher I like it. Maybe consider increasing $BRKB and maybe adding a little energy A little too tech heavy perhaps" [X Link](https://x.com/fifteenCAGR/status/2020095035811983568) 2026-02-07T11:19Z [---] followers, [---] engagements "@BitcoinTeacher_ True but Id have to sell something to stack. I dont have cash coming in. Also something like $BRKB has 350B in cash. It can only fall so far. With $BTC there is no backstop that I see. But I do see the appeal and logic of $BTC" [X Link](https://x.com/fifteenCAGR/status/2020284916005822654) 2026-02-07T23:53Z [---] followers, [--] engagements "@soccer4kev @DividendGrowth @TheAbomNoMan You can also buy great companies that dont issue dividends. Berkshire Hathaway comes to mind. $BRKB. You can then take your son to Dairy Queen or buy Duracell batteries and explain he is a part owner. Its fun to do Or buy him some Sees candy Even better" [X Link](https://x.com/fifteenCAGR/status/2020475230104272994) 2026-02-08T12:30Z [---] followers, [--] engagements "@FinanceJack44 Easy $NFLX" [X Link](https://x.com/fifteenCAGR/status/2022647990687612997) 2026-02-14T12:23Z [---] followers, [--] engagements "@ReneSellmann Buy and HODL" [X Link](https://x.com/fifteenCAGR/status/2022688733804507226) 2026-02-14T15:05Z [---] followers, [--] engagements "@YodaStockInvest $CHTR" [X Link](https://x.com/fifteenCAGR/status/2022701752533856544) 2026-02-14T15:57Z [---] followers, [---] engagements "Anyone else excited for Greg Abels first letter coming soon I think one thing that is under-appreciated is that Greg is an energy investing wizard. With stocks at their current valuations $BRKB is an unbelievably cheap stock" [X Link](https://x.com/fifteenCAGR/status/2022737080401395846) 2026-02-14T18:17Z [---] followers, [--] engagements "@TheAbomNoMan I dont like $JPM here. Bank valuations seem stretched to me. It could easily drop from 3X tangible book to 2X. You also have Jamie retirement risk. A recession also seems inevitable soon. $JPM looks primed to be at or below the market returns. Why not add some energy exposure" [X Link](https://x.com/fifteenCAGR/status/2022743949593768407) 2026-02-14T18:45Z [---] followers, [--] engagements "@Investingcom $CHTR" [X Link](https://x.com/fifteenCAGR/status/2022759343251247475) 2026-02-14T19:46Z [---] followers, [--] engagements "@TheAbomNoMan Someone will. Might as well be you I actually think its very doable. Your Google holdings alone could keep you outperforming. I have mistakenly sat on the sidelines on that one for years. Maybe one day I will join the Google club" [X Link](https://x.com/fifteenCAGR/status/2022799623631393063) 2026-02-14T22:26Z [---] followers, [--] engagements "@Divergent7651 this is another reason to sell $SNAP. Better off buying $META or more $CHTR. Thoughts on $SNAP When I invest in an entrepreneur I am not just buying a ticker. I am choosing to stand in life with that person through thick and thin. So if the stock is falling hard and the founder is selling a meaningful amount of shares into that decline over and Thoughts on $SNAP When I invest in an entrepreneur I am not just buying a ticker. I am choosing to stand in life with that person through thick and thin. So if the stock is falling hard and the founder is selling a meaningful amount of" [X Link](https://x.com/fifteenCAGR/status/2022818163948146706) 2026-02-14T23:40Z [---] followers, [---] engagements "@investwithintel $SOFI" [X Link](https://x.com/fifteenCAGR/status/2023007196032929980) 2026-02-15T12:11Z [---] followers, [--] engagements "@joecarlsonshow The interest on Berkshire Hathaways cash is 4X $PLTR revenue. lol. Long $BRKB and $NFLX" [X Link](https://x.com/fifteenCAGR/status/2023025666908885035) 2026-02-15T13:24Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@fifteenCAGR Buy and HODLBuy and HODL posts on X about $brkb, $chtr, $nflx, $meta the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 100% stocks 76.19% technology brands 18.25% cryptocurrencies 16.67% countries 1.59% financial services #2014 fashion brands 0.79% automotive brands 0.79%
Social topic influence $brkb #36, $chtr #1, $nflx #126, $meta #250, meta 9.52%, $hcc #8, $btc #3117, $oln #46, $oxy #8, $dg #16
Top accounts mentioned or mentioned by @theabomnoman @divergent7651 @yodastockinvest @bitcointeacher @financejack44 @nataninvesting @shreyfinancial @bitcointeacher_ @spxsatoshi @mithrandirfund @qualityinvest5 @investjourneyx @thestocksking @daypriest @convexdispatch @mrderivatives @therealbirnbaum @mithrandir_fund @thelonginvest @noman99190
Top assets mentioned Berkshire Hathaway Inc Class B (BRK.B) Charter Communications Inc (CHTR) Netflix Inc (NFLX) Metadium (META) Warrior Met Coal, Inc. (HCC) Bitcoin (BTC) Olin Corp. (OLN) Oxygen (OXY) Decentral Games (DG) Exxon Mobil (XOM) Uber Technologies, Inc. (UBER) Berkshire Hathaway Inc. (BRK.A) Markel, Corp. (MKL) PayPal Holdings Inc (PYPL) DisChain (DIS) Mastercard, Inc. (MA) Fair Isaac, Corp. (FICO) Hims & Hers Health, Inc. (HIMS) Snap, Inc. (SNAP) Advanced Micro Devices (AMD) Opendoor Technologies Inc Common Stock (OPEN) JPMorgan Chase (JPM) Palantir Technologies Inc. (PLTR) Portillo’s Inc. (PTLO) AT&T Inc. (T) Verizon Communications Inc. (VZ) Nike Inc (NKE) Starbucks Corporation (SBUX) SPACE ID (ID) Adobe, Inc. (ADBE) Beyond Meat, Inc. (BYND) Duolingo, Inc. (DUOL) Costco Hot Dog (COST) Walmart, Inc. (WMT) Chipotle Mexican Grill, Inc. (CMG) Alpha Metallurgical Resources, Inc. (AMR) Warner Bros Discovery, Inc. (WBD)
Top posts by engagements in the last [--] hours
"@DividendMil I disagree. Berkshire Hathaway would be better in the long term. $BRKB has more flexibility than $VOO and I suspect will outperform over the long haul"
X Link 2026-01-06T14:05Z [---] followers, [---] engagements
"@WheelieInvestor In this market $BRKB. If it goes up you win. If it goes down you really win big"
X Link 2026-01-07T21:28Z [---] followers, [---] engagements
"@ArthurKaminsky Love the conviction and $META in particular. $BRKB might be good to add in this environment. When everyone rushes for the exits Berkshire will be ready"
X Link 2026-01-10T12:16Z [---] followers, [---] engagements
"@unusual_whales Im holding my entire portfolio the entire year. So I guess my answer is: $BRKB $DG $HCC $CHTR $OLN $META $NFLX $XOM $OXY"
X Link 2026-01-11T00:04Z [---] followers, [---] engagements
"@pepemoonboy $OLN"
X Link 2026-01-13T11:37Z [---] followers, [---] engagements
"@Ashton_1nvests $BRKB because it works in all markets"
X Link 2026-01-20T02:07Z [---] followers, [---] engagements
"@TheLongInvest I dont know why everyone is so hung up on $PYPL. So many better opportunities in the market. $NFLX $HCC $OLN to name a few. FD Im long all of these"
X Link 2026-01-25T12:50Z [---] followers, [---] engagements
"@Divergent7651 Its run a little hot lately but Im long $HCC. Its a met coal (steel making coal) stock. They just increased their mining capacity by 75%. Clean balance sheet. World class assets. Continuously trades and low FCF multiple relative to mid cycle FCF"
X Link 2026-01-26T11:52Z [---] followers, [---] engagements
"@Armin_Hartl Im long $HCCand I welcome these down days. Better for my long term returns. Hoping it goes down further"
X Link 2026-01-27T11:14Z [---] followers, [---] engagements
"@TheSignalOA @themotleyfool $PTLO is potentially interesting here"
X Link 2026-01-29T20:33Z [---] followers, [---] engagements
"$OLN reported earning yesterday. They were bad. But they almost dont matter. Either an unprecedented trough market will continue for many more years (unlikely) and they go bankrupt or the cycle normalizes and the stock explodes higher"
X Link 2026-01-30T11:44Z [---] followers, [---] engagements
"$CHTR gained video customers in Q4did I read that correctly Is cable back lol. Good quarter overall"
X Link 2026-01-30T12:17Z [---] followers, [---] engagements
"@Divergent7651 @heartof_thesea No just no to both $T and $VZ. Certainty FWA is not a reason to buy"
X Link 2026-01-31T00:40Z [---] followers, [--] engagements
"Just listened to the $CHTR earnings call. They are listening to their shareholders and are going to improve their balance sheet and reduce debt in the near future. Even though buybacks are theoretically better this is the right move for the stock. Long $CHTR. The market is communicating to $CHTR that they do not like their debt load. They should stop buybacks for now and throw all the free cash flow at the debt. Or maybe just do 1-2 billion in buybacks a year. That would be best for long term shareholders. https://t.co/H19hNTVbGG The market is communicating to $CHTR that they do not like"
X Link 2026-01-31T13:04Z [---] followers, [---] engagements
"@FinanceJack44 So glad to see a younger investor that doesnt just go all in on $BTC. Smart. Maybe consider some $BRKB"
X Link 2026-02-01T18:40Z [---] followers, [---] engagements
"@NoMan99190 This is a solid portfolio. It should outperform. Why both $MKL and $BRK.B Why not just $BRK.B I with $BRK.B would just buy $MKL"
X Link 2026-02-01T23:58Z [---] followers, [---] engagements
"@NoMan99190 No problem. I like $MKL a lot. I might buy some soon. They are smaller but they are also required to hold a lot more bonds than $BRK. In times of major crisis I think $BRK would outperform. The uncertainty with Abel is also bringing down shares. But both are great companies"
X Link 2026-02-02T00:47Z [---] followers, [---] engagements
"@aincomeinvestor $BRKA"
X Link 2026-02-02T10:40Z [---] followers, [---] engagements
"I put $NKE $SBUX and $DIS all in the same bucket. These companies all need to fall 30-40% for me to be interested. They get too much brand premium without enough growth to justify their valuation. Just my opinion. I have no stake in any of them"
X Link 2026-02-02T19:50Z [---] followers, [---] engagements
"@nataninvesting True but too many competitors in the space. Id go with $MA instead. $MA basically cant be disrupted"
X Link 2026-02-03T19:45Z [---] followers, [----] engagements
"Can anyone recommend a software stock that is getting crushed that most likely cant be replaced easily with AI"
X Link 2026-02-03T23:59Z [---] followers, [--] engagements
"@Mithrandir_Fund Possibly but I think $FICO is wildly overvalued. There is nothing that truly prevents them from being disrupted. Im just not certain on the name so Im not a buyer at these levels. Thanks for the idea"
X Link 2026-02-04T12:02Z [---] followers, [--] engagements
"@TheAbomNoMan Its a little complicated to figure out the $CHTR story but when you dig deeper you find out its one of the best deals around"
X Link 2026-02-05T01:02Z [---] followers, [--] engagements
"@YodaStockInvest @tradepal_app Have you considered replacing $HIMS with something like $NFLX Netflix is a proven winner and Hims is just a dumpster fire company imho"
X Link 2026-02-05T20:32Z [---] followers, [---] engagements
"@TheAbomNoMan What do you think of software stocks right now Gotta be something on mega sale. $ADBE"
X Link 2026-02-05T20:42Z [---] followers, [--] engagements
"@BlueDuckCap I talk about it but I dont think anyone listens lol. Long $NFLX"
X Link 2026-02-05T21:08Z [---] followers, [---] engagements
"Remember when $BYND was all the rage Ouch. This is where margin of safety and appropriate position sizing plays an important role"
X Link 2026-02-06T11:44Z [---] followers, [---] engagements
"Thinking of starting a position in $UBER. 10B FCF on 155B MK. Growing rev 20%. Over time will become the leading AV partner to help AV companies maximize utilization. Low downside. Huge upside. Am I wrong here"
X Link 2026-02-07T13:48Z [---] followers, [---] engagements
"@nataninvesting Have you looked into $UBER Thinking of taking a position and it seems like an obvious buy"
X Link 2026-02-07T13:54Z [---] followers, [---] engagements
"@YodaStockInvest Why not replace $HIMS with $UBER $UBER has huge upside and way less downside"
X Link 2026-02-07T13:56Z [---] followers, [---] engagements
"@QualityInvest5 What incentive will AV companies have to work with $UBER I understand they could increase utilization with $UBER but wont most economic benefit go to AVs If AVs dont partner $UBER is toast"
X Link 2026-02-07T14:23Z [---] followers, [--] engagements
"@Mithrandir_Fund So if you include all that what percentage is $MA"
X Link 2026-02-07T22:10Z [---] followers, [--] engagements
"@BitcoinTeacher_ Its a debasement trade. Fixed supply. Its the OG coin. No govt control backed by energy useful for people in countries with inflating currencies Texas owns it Etc"
X Link 2026-02-08T00:01Z [---] followers, [--] engagements
"@BitcoinTeacher_ I dont mind a bank. I have the privilege of living in the United States so I have no reason to self custody. Id probably lose my keys lol. But I understand where that would be useful if you lived in certain countries"
X Link 2026-02-08T11:31Z [---] followers, [--] engagements
"@JOptionEngineer @InvestJourneyX We have all been there my friend. What do you own that is down so hard"
X Link 2026-02-08T11:38Z [---] followers, [--] engagements
"@ElijahColeman21 I agree. People should not just start investing with no training or time spent learning how to invest. A quick way to lose a lot of $$$$"
X Link 2026-02-08T11:42Z [---] followers, [--] engagements
"@TheStocksKing @JohnProv1 @c4pappi @freedombill3 @Dom_Investing @cashflow_king94 True"
X Link 2026-02-08T13:30Z [---] followers, [--] engagements
"@InvestJourneyX Fair enough HODL"
X Link 2026-02-08T16:09Z [---] followers, [--] engagements
"@mr_deepvalue @themattharbaugh Yes for example $HCC. It has a pristine balance sheet. Long runway. Low capex going forward. Trading at 5X normalized FCF. Its a great company"
X Link 2026-02-08T19:28Z [---] followers, [---] engagements
"@TheAbomNoMan $DUO could be fine but I want the majority of my investments to thrive/not crash in recession or depression scenarios. $DUO is just not a necessity. But nobody will turn off $NFLX or stop buying essentials ($DG) or turn off internet and phone ($CHTR) when times get tough"
X Link 2026-02-10T02:00Z [---] followers, [--] engagements
"@TheAbomNoMan I realized I misread [--]. Thought it said $DUOL. Dont know anything about $DUO"
X Link 2026-02-10T02:14Z [---] followers, [--] engagements
"@TheAbomNoMan For $DG this is more of a security stock for me. Does great in recessions. Base case is 4-5B in FCF in a decade. With a 15X FCF multiple in year [--] with buybacks and dividends you get to around 13-15% CAGR. Bear case is 10% at current prices. Id buy on any weakness"
X Link 2026-02-10T11:35Z [---] followers, [--] engagements
"@TheAbomNoMan In [--] years I see a bear case where $NFLX has 50B in FCF (375M subs @ $20 ARPU/month. That would still get you 13-15% CAGR. Base case is 20% and bull case is 25% CAGR. Unless I see some deterioration it looks solid from here"
X Link 2026-02-10T11:35Z [---] followers, [--] engagements
"@TheAbomNoMan And yea I have no idea why $COST and $WMT are trading where they are. Maybe its just momentum trading It wont end well IMHO"
X Link 2026-02-10T11:37Z [---] followers, [--] engagements
"@Mithrandir_Fund @Divs_King One risk with $FICO is that companies are starting to create their own risk models using real-time transaction data and cutting out FICO. Im for sure a seller of $FICO here. Too much uncertainty. Its being somewhat disrupted for the first time ever"
X Link 2026-02-10T12:08Z [---] followers, [--] engagements
"@Divergent7651 Dont they have ridiculous SBC relative to their MC I dont trust $SNAP management"
X Link 2026-02-10T15:22Z [---] followers, [---] engagements
"@cajunpies @QualityInvest5 Please tell me more about Avo and Mango"
X Link 2026-02-10T20:05Z [---] followers, [--] engagements
"@cajunpies @QualityInvest5 Thanks for all the detail I had read about these online but I like your expert deep insights. $META is 15% of my portfolio so I hope it works out. lol. Long $META"
X Link 2026-02-10T20:10Z [---] followers, [--] engagements
"@DayPriest Very true. I always assume in ten years the company will be valued at 15X free cash flow or less. If it passes that test I should be good to invest regardless of the current FCF multiple"
X Link 2026-02-10T23:55Z [---] followers, [--] engagements
"@GuyTalksEnergy $META"
X Link 2026-02-11T00:12Z [---] followers, [--] engagements
"@ConvexDispatch Im excited to read. I love your work. But with $BTC dont you just wait until it falls 70% buy and sell when it goes up 3-5X Is it more complicated than that"
X Link 2026-02-11T11:14Z [---] followers, [--] engagements
"You should consider being overweight oil and gas stocks (at least a 5% allocation). If and when we get a sustained oil price spike the economy will almost certainly go into a recession. NFA. Long $OXY $XOM"
X Link 2026-02-11T11:24Z [---] followers, [---] engagements
"@SelfMadeMastery $META lol"
X Link 2026-02-11T18:38Z [---] followers, [--] engagements
"@Mr_Derivatives Who cares what Bill Ackman does"
X Link 2026-02-11T23:22Z [---] followers, [--] engagements
"@vivekBWT @Mr_Derivatives I wouldnt go that far. He did great on $CMG"
X Link 2026-02-11T23:24Z [---] followers, [--] engagements
"@joespfeifer @Mr_Derivatives Sorry that isnt what the data says. Both $NFLX and $META are on sale here"
X Link 2026-02-11T23:28Z [---] followers, [--] engagements
"Everyone buying $AMD should consider buying $AMR instead"
X Link 2026-02-11T23:37Z [---] followers, [---] engagements
"Today is a good time to think about what can go wrong with each name in your portfolio. Minimizing downside with predictable upside is the name of the game. What happens if China invades Taiwan Another banking crisis Major war Etc. How robust is your portfolio"
X Link 2026-02-12T11:42Z [---] followers, [--] engagements
"@commonsenseplay Only buy $OPEN if you like losing money"
X Link 2026-02-12T12:01Z [---] followers, [--] engagements
"@BitcoinTeacher_ Just sell it already. Dont be the sucker at the table. Just throwing good $$$ after bad"
X Link 2026-02-12T12:14Z [---] followers, [--] engagements
"@BitcoinTeacher_ I wont delete it. I genuinely hope it does do that for you. I have no stake either way in $BTC"
X Link 2026-02-12T12:31Z [---] followers, [--] engagements
"@growthrapidly $NFLX -17%. Woof. But its a buy"
X Link 2026-02-12T22:28Z [---] followers, [---] engagements
"@BitcoinTeacher_ No this is not sarcasm. For example if $BRKB falls 40% then Berkshire can buy back a ton of stock and my long term returns skyrocket. This only works if you own durable FCF generating companies. This is why I dont own $BTC. $BTC does not get more valuable as it falls"
X Link 2026-02-07T23:50Z [---] followers, [--] engagements
"@StockMKTNewz $OPEN"
X Link 2026-02-14T23:25Z [---] followers, [---] engagements
"$BRK is dropping because Greg has had no shareholder communication since becoming CEO and he has not bought any $BRKA stock either. Investors hate uncertainty"
X Link 2026-01-23T15:41Z [---] followers, [---] engagements
"@Gubloinvestor $CHTR at 100% Or just a more responsible 5% allocation lol. It will 10X+ in [--] years"
X Link 2026-02-02T23:28Z [---] followers, [---] engagements
"@TheLongInvest The people that like $PYPL for cash flow should look at companies like $CHTR and $HCC instead. They will have exploding FCF at cheaper valuations than $PYPL"
X Link 2026-02-03T14:09Z [---] followers, [---] engagements
"Want a free 10K Switch to @GetSpectrum internet and Spectrum mobile. Save 1K in your first year. Invest the 1K in $CHTR stock and dont sell. Wait [--] years and you will have 10K for free Long $CHTR. Not financial advice"
X Link 2026-02-04T11:52Z [---] followers, [---] engagements
"@Mike_ValueInv Its one of the following $BRKB $CHTR $OLN $NFLX $OXY $XOM $META $HCC $DG. Im long all of these high-quantity companies"
X Link 2026-02-05T23:13Z [---] followers, [---] engagements
"@FinanceJack44 Perfect. $CHTR has a Super Bowl commercial (under the Spectrum brand). That has to count for something right"
X Link 2026-02-07T19:56Z [---] followers, [--] engagements
"@TheAbomNoMan The only real way it works out really well is if they spin out the entertainment buisness like $WBD. Otherwise you might as well go with a pure play like $CHTR or $DIS for entertainment if you like the experiences segment. Or just go with $NFLX. Comcast does not scream buy"
X Link 2026-02-11T22:47Z [---] followers, [---] engagements
"@realsteveeisman glad to hear you are a fan of $CHTR. Its obvious isnt it Nobody listens to me about $CHTR but maybe they will listen to you. I love the podcast #TheRealEismanPlaybook"
X Link 2026-02-14T01:59Z [---] followers, [--] engagements
"@nataninvesting $CHTR $HCC come to mind"
X Link 2026-02-03T19:38Z [---] followers, [---] engagements
"@FinanceJack44 I think you should own something quality outside your comfort zone. Something like $CHTR $HCC or $OLN come to mind. Im long all. Like you I also have a huge $META position (15%). You should switch to Threads to support our Meta investment"
X Link 2026-02-07T19:28Z [---] followers, [---] engagements
"@FinanceJack44 My entire portfolio. $CHTR $BRKB $HCC $OLN $NFLX $DG $XOM $OXY $META. If you have a stock where this is not the case it shouldnt be in your portfolio"
X Link 2026-02-09T12:04Z [---] followers, [---] engagements
"@SPXSatoshi $NFLX for sure"
X Link 2026-02-14T23:17Z [---] followers, [--] engagements
"@ShreyFinancial @SPXSatoshi $NFLX is not under pressure"
X Link 2026-02-14T23:19Z [---] followers, [--] engagements
"Welcome to team $META @BillAckman. Interested in joining team $NFLX again Its on sale"
X Link 2026-02-11T18:35Z [---] followers, [---] engagements
"@Divergent7651 Whats the elevator pitch on this stock Im curious why this is a permanent holding for you"
X Link 2026-01-12T02:14Z [---] followers, [----] engagements
"@justen_ellis @nataninvesting Interesting you dont see that stock mentioned on X often"
X Link 2026-02-03T23:47Z [---] followers, [--] engagements
"@b_co_co @TIME Everyone should watch the Spectrum Super Bowl commercial $CHTR"
X Link 2026-02-04T23:46Z [---] followers, [--] engagements
"@TheAbomNoMan I like Comcast a lot but Im already in $CHTR which I believe has a better connectivity business and higher upside. I think both will outperform but the FCF $CHTR will generate will make the stock explode higher over the next decade. Very low risk high upside"
X Link 2026-02-04T23:53Z [---] followers, [--] engagements
"@TheAbomNoMan [--]. Yes x [-------] [--]. Yes but $CHTR is better [--]. No $DG is better right now [--]. Absolutely not buy more $MKL instead [--]. Tempting for sure [--]. No opinion [--]. No opinion"
X Link 2026-02-10T01:44Z [---] followers, [---] engagements
"$CHTR observations June 2021: MC: 143B TTM FCF: 8.5B LT Debt: 87B [----] Estimate: MC: FCF: 9B+ LT Debt: 85-95B Current MC: 30B How does this not at least double (likely more) in the next [--] years Im not even including buybacks"
X Link 2026-02-10T11:49Z [---] followers, [--] engagements
"At current historically inflation adjusted low oil prices $OXY can CAGR at 15% over the next decade. Imagine what happens when oil mean revertslong $OXY"
X Link 2026-02-10T19:55Z [---] followers, [---] engagements
"@YodaStockInvest What is a growth stock investor There is just investing. $CHTR"
X Link 2026-02-11T00:26Z [---] followers, [---] engagements
"@TheRealBirnbaum So what are you buying here"
X Link 2026-02-11T23:45Z [---] followers, [----] engagements
"Holding bank stocks in this environment is a big mistake. Im a seller of $BAC $JPM $WFC and others. Too many better opportunities with lower risk"
X Link 2026-02-12T11:53Z [---] followers, [--] engagements
"@TheStockBro These are my positions from Jan [--]. I typically only buy maybe one new stock a year. I have not purchased anything YTD. $BRK.B 31% $META 16% $XOM 11% $DG 10% $NFLX 10% $HCC 7% $CHTR 5% $OLN 5% $OXY 5%"
X Link 2026-02-12T22:40Z [---] followers, [--] engagements
"@ConvexDispatch Great read. 25% is strong conviction When are you predicting 250K $BTC Is that a [--] year price target"
X Link 2026-02-12T23:56Z [---] followers, [---] engagements
"Simple rule. Always assume in ten years your stock will trade at 15X FCF or less. You will make better decisions when you buy with this framing"
X Link 2026-02-13T11:57Z [---] followers, [--] engagements
"@DayPriest Im so torn on $UBER. I see that they can be an aggregator to optimize fleet utilization but part of me thinks it wont be a big deal to just get a Waymo or Tesla and cut out $UBER. How do you know $UBER wont get cut out"
X Link 2026-02-13T23:03Z [---] followers, [---] engagements
"@global1elijah @SPXSatoshi But everyone hates $AMZN and most love $NFLX"
X Link 2026-02-14T23:22Z [---] followers, [--] engagements
"@varunv_malhotra The problem is that you have stocks like $CHTR and $OXY that have a worst case of 10% CAGR over the next decade vs. worst case of losing money on $CSU. Probably will be fine but why take the risk compared to near certainty in other names"
X Link 2026-02-14T18:22Z [---] followers, [---] engagements
"@DividendDynasty This should be at least 10% of everyones portfolio right now. Long $BRKB"
X Link 2026-02-14T22:52Z [---] followers, [---] engagements
"As a follow on. What do professional investors do all day I mean Todd Combs ran GEICO while managing billions. Good investing just takes making a few good decisions and doing nothing. Thats it. I love how I can beat the market (over [--] years so far) in investing with no formal training and another completely unrelated full time job. In what other career can amateurs outperform professionals with minimal time and effort I love how I can beat the market (over [--] years so far) in investing with no formal training and another completely unrelated full time job. In what other career can amateurs"
X Link 2026-02-15T11:58Z [---] followers, [--] engagements
"My favorite Warren Buffett quote nobody talks about: Id love to have short sellers at Berkshire. How does a short seller hurt you I agree. Please short $BRKB. Im long $BRKB"
X Link 2026-01-05T01:45Z [---] followers, [---] engagements
"@3KComeback $BRKB $HCC $OXY to name a few"
X Link 2026-01-13T23:46Z [---] followers, [---] engagements
"@BoujeeFinances Why does everyone like $PLTR The cash on Berkshire Hathaways balance sheet earns 15X the FCF of $PLTR. And $BRKB is only valued at 2.5X $PLTR. Makes no sense"
X Link 2026-01-23T17:48Z [---] followers, [---] engagements
"@YodaStockInvest Gotta be $BRKB. Its not sexy but its a sleep at night stock. I hope it crashes and Greg buys back a ton of stock. I will be right there with him when he does"
X Link 2026-01-27T19:01Z [---] followers, [---] engagements
"@FinanceJack44 Fair. But it can outperform. Mine has since [----]. You hold $BRKB for when sh*t hits the fan. You have a lot of growth stocks that could all plunge at once. If you had $BRKB you could buffer this and rotate in to growth if/when growth stocks get crushed. Just a thought"
X Link 2026-02-01T20:09Z [---] followers, [---] engagements
"You can own $BRKB $NFLX and $AMD. Value can take a lot of forms. You dont need to sit in just one camp or another"
X Link 2026-02-05T20:39Z [---] followers, [---] engagements
"@BitcoinTeacher_ Im just a guy who loves investing and learning. I stack $BRKB not $BTC. Have you considered some allocation to Berkshire Hathaway Its like the polar opposite of $BTC and you could use it to stack $BTC if it crashes"
X Link 2026-02-08T12:15Z [---] followers, [--] engagements
"@BTCExodus @BitcoinTeacher_ Have you considered buying some Berkshire Hathaway Might be a nice diversifier from $BTC. Im long $BRKB and own no $BTC"
X Link 2026-02-08T12:18Z [---] followers, [--] engagements
"@TheStocksKing @JohnProv1 @c4pappi @freedombill3 @Dom_Investing @cashflow_king94 Buy $BRKB instead. Im long"
X Link 2026-02-08T12:50Z [---] followers, [---] engagements
"@thebtcdad I dont own $BTC but I do own $BRKB. Does that count"
X Link 2026-02-08T13:16Z [---] followers, [--] engagements
"@WillBiddy_ I believe I will hold $BRKB forever"
X Link 2026-02-10T23:49Z [---] followers, [---] engagements
"@ShreyFinancial @SPXSatoshi $NFLX has a better product and lower price than all of those"
X Link 2026-02-14T23:32Z [---] followers, [--] engagements
"@ShreyFinancial @SPXSatoshi How about every Valentines Day"
X Link 2026-02-14T23:46Z [---] followers, [--] engagements
"@DividendRob It will probably 10X over the next decade"
X Link 2026-02-15T12:15Z [---] followers, [--] engagements
"An easy way to value $BRKB: (cash+ equity portfolio)0.08 + OEK = MC. Solve for K. K [--] back up the truck and buy K [--] possibly trim Otherwise sit back and enjoy the ride. Current: (355 + 314)*0.08 + 47K= [----] K [----] Hope K goes [--] soon"
X Link 2026-01-27T12:12Z [---] followers, [---] engagements
"Someone should create BuffettCoin. It would act just like $BTC but with only [-------] coins. #DigitalScarcity. Maybe $BRKB would even buy one"
X Link 2026-02-04T19:34Z [---] followers, [---] engagements
"@realroseceline I love $BRKB. Such a great value here"
X Link 2026-02-06T10:42Z [---] followers, [---] engagements
"@FinPhilosopher I like it. Maybe consider increasing $BRKB and maybe adding a little energy A little too tech heavy perhaps"
X Link 2026-02-07T11:19Z [---] followers, [---] engagements
"@BitcoinTeacher_ True but Id have to sell something to stack. I dont have cash coming in. Also something like $BRKB has 350B in cash. It can only fall so far. With $BTC there is no backstop that I see. But I do see the appeal and logic of $BTC"
X Link 2026-02-07T23:53Z [---] followers, [--] engagements
"@soccer4kev @DividendGrowth @TheAbomNoMan You can also buy great companies that dont issue dividends. Berkshire Hathaway comes to mind. $BRKB. You can then take your son to Dairy Queen or buy Duracell batteries and explain he is a part owner. Its fun to do Or buy him some Sees candy Even better"
X Link 2026-02-08T12:30Z [---] followers, [--] engagements
"@FinanceJack44 Easy $NFLX"
X Link 2026-02-14T12:23Z [---] followers, [--] engagements
"@ReneSellmann Buy and HODL"
X Link 2026-02-14T15:05Z [---] followers, [--] engagements
"@YodaStockInvest $CHTR"
X Link 2026-02-14T15:57Z [---] followers, [---] engagements
"Anyone else excited for Greg Abels first letter coming soon I think one thing that is under-appreciated is that Greg is an energy investing wizard. With stocks at their current valuations $BRKB is an unbelievably cheap stock"
X Link 2026-02-14T18:17Z [---] followers, [--] engagements
"@TheAbomNoMan I dont like $JPM here. Bank valuations seem stretched to me. It could easily drop from 3X tangible book to 2X. You also have Jamie retirement risk. A recession also seems inevitable soon. $JPM looks primed to be at or below the market returns. Why not add some energy exposure"
X Link 2026-02-14T18:45Z [---] followers, [--] engagements
"@Investingcom $CHTR"
X Link 2026-02-14T19:46Z [---] followers, [--] engagements
"@TheAbomNoMan Someone will. Might as well be you I actually think its very doable. Your Google holdings alone could keep you outperforming. I have mistakenly sat on the sidelines on that one for years. Maybe one day I will join the Google club"
X Link 2026-02-14T22:26Z [---] followers, [--] engagements
"@Divergent7651 this is another reason to sell $SNAP. Better off buying $META or more $CHTR. Thoughts on $SNAP When I invest in an entrepreneur I am not just buying a ticker. I am choosing to stand in life with that person through thick and thin. So if the stock is falling hard and the founder is selling a meaningful amount of shares into that decline over and Thoughts on $SNAP When I invest in an entrepreneur I am not just buying a ticker. I am choosing to stand in life with that person through thick and thin. So if the stock is falling hard and the founder is selling a meaningful amount of"
X Link 2026-02-14T23:40Z [---] followers, [---] engagements
"@investwithintel $SOFI"
X Link 2026-02-15T12:11Z [---] followers, [--] engagements
"@joecarlsonshow The interest on Berkshire Hathaways cash is 4X $PLTR revenue. lol. Long $BRKB and $NFLX"
X Link 2026-02-15T13:24Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::fifteenCAGR