[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @mastersinvest MastersInvest.com MastersInvest.com posts on X about stocks, $uber, mentions, meta the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::965745021285576704/interactions)  - X Week XXXXXX +53% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +5.80% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::965745021285576704/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +36% - X Year XXX +19% ### Followers: XXXXXX [#](/creator/twitter::965745021285576704/followers)  - X Week XXXXXX +0.18% - X Month XXXXXX +0.30% - X Months XXXXXX +3.30% - X Year XXXXXX +6.90% ### CreatorRank: XXXXXXX [#](/creator/twitter::965745021285576704/influencer_rank)  ### Social Influence [#](/creator/twitter::965745021285576704/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [luxury brands](/list/luxury-brands) XXXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% **Social topic influence** [stocks](/topic/stocks) #5023, [$uber](/topic/$uber) #858, [mentions](/topic/mentions) #269, [meta](/topic/meta) 2.94%, [retirement](/topic/retirement) 1.47%, [investment](/topic/investment) 1.47%, [government shutdown](/topic/government-shutdown) 1.47%, [kansas city](/topic/kansas-city) 1.47%, [trade war](/topic/trade-war) 1.47%, [japan](/topic/japan) XXXX% **Top accounts mentioned or mentioned by** [@theeconomist](/creator/undefined) [@calculatedrisk](/creator/undefined) [@horizonkinetics](/creator/undefined) [@rabois](/creator/undefined) [@bespokeinvest](/creator/undefined) [@lifeat130bpm](/creator/undefined) [@ericjorgenson](/creator/undefined) [@woollybugger27](/creator/undefined) [@germain_franck](/creator/undefined) [@john07556017444](/creator/undefined) [@chriswmayer](/creator/undefined) [@graphicgirl215](/creator/undefined) [@hparkerevans](/creator/undefined) **Top assets mentioned** [Uber Technologies, Inc. (UBER)](/topic/$uber) [Colgate-Palmolive Company (CL)](/topic/colgatepalmolive) [Boston Scientific Corporation (BSX)](/topic/boston-scientific) [Intuit Inc. (INTU)](/topic/$intu) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/ge-healthcare) [CME Group Inc (CME)](/topic/$cme) [Artificial Intelligence (AI4)](/topic/$ai4) [Applovin Corporation (APP)](/topic/applovin) [Microsoft Corp. (MSFT)](/topic/microsoft) ### Top Social Posts [#](/creator/twitter::965745021285576704/posts) --- Top posts by engagements in the last XX hours ""Ryman Healthcare the New Zealand-based owner-operator of retirement villages is an investment that did not work out. We first invested in 2017 and I wrote about it in my half-year letterthat year. We bought our first shares for around NZ$8.60 in early 2017 and sold the last ones in early 2024 for around NZ$4.50." "I was also not sufficiently critical of Rymans financial disclosure. Its central earnings figure underlying profit was not fit-for-purpose. It gave the company credit for non-cash earnings from house price inflation and masked its negative cash flow." - Rob Vinall" [X Link](https://x.com/mastersinvest/status/1962306891201335452) [@mastersinvest](/creator/x/mastersinvest) 2025-09-01T00:09Z 25.6K followers, 1294 engagements "Government data might be rescheduled due to the government shutdown. The key economic report this week is September Existing Home sales. For manufacturing the Kansas City Fed manufacturing survey will be released this week. @calculatedrisk" [X Link](https://x.com/mastersinvest/status/1980016442272776393) [@mastersinvest](/creator/x/mastersinvest) 2025-10-19T21:01Z 25.6K followers, 1426 engagements "The world economy shrugs off both the trade war and AI fears. Can anything bring it down @TheEconomist The global economy is doing well in part because Mr Trumps tariff war is turning out to be less brutal than expected. The global economy has become remarkably resilient to crisis" [X Link](https://x.com/mastersinvest/status/1980355861559300166) [@mastersinvest](/creator/x/mastersinvest) 2025-10-20T19:30Z 25.6K followers, 1322 engagements "Our relative underweight to the US and overweight to harder-to-access opportunities in Japan the UK and emerging markets feels approximately correct as the baton of equity market performance is passed to major economies where valuations are low capital has been rationed and the outlook is improving. - Hosking Partners Q3 2025 Letter" [X Link](https://x.com/mastersinvest/status/1979450148016250993) [@mastersinvest](/creator/x/mastersinvest) 2025-10-18T07:31Z 25.6K followers, 1725 engagements "'Why Wall Street is fearful of more lending blow-ups Both banks and private-markets giants are on cockroach-watch.' @TheEconomist 'Links between the two sectors have grown stronger. According to recent IMF research American and European banks have lent $4.5trn to private-credit firms hedge funds and other non-bank lenders meaning that what happens in private credit matters more to banks and vice versa.'" [X Link](https://x.com/mastersinvest/status/1980045345511063990) [@mastersinvest](/creator/x/mastersinvest) 2025-10-19T22:56Z 25.6K followers, 1599 engagements "'We had some sad news this week. HEICO said that its long-time CEO Larry Mendelson died. In the 1950s he took a finance class taught by David Dodd. Mendelson took those lessons to heart. He made a good deal of money in real estate and wanted to diversify his holdings. That led him to invest in an under-performing industrial company. He really didnt care what he bought as long as it was cheap and had potential to be retooled for future growth. He chose well. Since 1995 the stock has increased more than 1000-fold.' RIP Larry Mendelson He built an extraordinary company proof that as Emerson" [X Link](https://x.com/mastersinvest/status/1975366588804309037) [@mastersinvest](/creator/x/mastersinvest) 2025-10-07T01:04Z 25.6K followers, 3577 engagements "'Something remarkable is going on in the equity market. Stock prices of companies with negative earnings have in recent months outperformed stock prices of companies with positive earnings.' - Torsten Slk Apollo Chief Economist" [X Link](https://x.com/mastersinvest/status/1980433958816084057) [@mastersinvest](/creator/x/mastersinvest) 2025-10-21T00:40Z 25.6K followers, 1954 engagements "The Keys to Successful Investing" [X Link](https://x.com/mastersinvest/status/1980507901199548769) [@mastersinvest](/creator/x/mastersinvest) 2025-10-21T05:34Z 25.6K followers, 1700 engagements "'I concluded that instead of trading stocks or trying to predict market fluctuations the better strategy was to discover and invest in great companies at attractive prices and stay invested for the long term.' - Ron Baron" [X Link](https://x.com/mastersinvest/status/1980519338089279990) [@mastersinvest](/creator/x/mastersinvest) 2025-10-21T06:19Z 25.6K followers, 1784 engagements "'Colgate-Palmolive has increased its dividend every year for the last XX years.' Eddy Elfenbein" [X Link](https://x.com/mastersinvest/status/1968845083240755375) [@mastersinvest](/creator/x/mastersinvest) 2025-09-19T01:10Z 25.6K followers, 2040 engagements "Polen Growth Q3 2025 Commentary 'In Q3 2025 we initiated new positions in NVIDIA Broadcom Boston Scientific Intuit Synopys and Uber and eliminated our positions in Gartner and Thermo Fisher Scientific.' 'We recognize that the timing of our recent acquisitions of NVIDIA and Broadcom are after the prices for both have appreciated materially however it is our belief that were still in the early innings of this Gen AI infrastructure buildout and so expect these new additions will deliver important contributions to the earnings growth and total return of the portfolio.'" [X Link](https://x.com/mastersinvest/status/1977557468822839516) [@mastersinvest](/creator/x/mastersinvest) 2025-10-13T02:10Z 25.6K followers, 4192 engagements "Coopers Founder Fund - Q3 2025 Update Mentions: Constellation Software Morningstar AKER Colliers Vicendi sold Ferrovial Power Corporation D'Iteren" [X Link](https://x.com/mastersinvest/status/1977979382628282748) [@mastersinvest](/creator/x/mastersinvest) 2025-10-14T06:06Z 25.6K followers, 1655 engagements "Coopers Global Fund - Q3 2025 Update Mentions: Bentley Systems Scout XX TKO Holdings GE Healthcare B&M European Value CME Group Stock in Focus" [X Link](https://x.com/mastersinvest/status/1977980147254120702) [@mastersinvest](/creator/x/mastersinvest) 2025-10-14T06:09Z 25.6K followers, 1136 engagements "Constellation Software's Mark Leonard on AI. "Its difficult to say whether programming is facing a renaissance or a recession." - 'Artificial Intelligence technologies on software business Call' Sept XX 2025" [X Link](https://x.com/mastersinvest/status/1970637995205386440) [@mastersinvest](/creator/x/mastersinvest) 2025-09-23T23:54Z 25.6K followers, 13.2K engagements "Akre Q3 Update. 'Given the impact on our third quarter results we would like to go into some depth as to why we have owned Constellation Software for more than XX years and why this latest share price drawdown does not phase us in the least.' 'For context we first purchased shares of Constellation on June X 2014 at a price of $XXXXXX in U.S. dollars. As of market close on September XX 2025 those shares were worth $2751.04 in U.S. dollars. This translates into a XXXXX% compound annual rate of return excluding dividends and the shares of Topicus and Lumine that Constellation spun off to its" [X Link](https://x.com/mastersinvest/status/1976419077573976291) [@mastersinvest](/creator/x/mastersinvest) 2025-10-09T22:46Z 25.6K followers, 5193 engagements "Wedgewood Q3 2025 Letter Discusses: Apple Meta MSFT TMSC Paypal Bookings Holdings CDW Copart. and AI" [X Link](https://x.com/mastersinvest/status/1978679642786504886) [@mastersinvest](/creator/x/mastersinvest) 2025-10-16T04:29Z 25.6K followers, 1477 engagements "'The remarkable rise of AppLovin. A fast rising digital-ad firm attracts both enthusiasts and sceptics.' @TheEconomist 'Since October 2022 its share price has climbed more than 30-fold. At $200bn it is worth more than Uber. AppLovins boosters call it the TikTok of the mobile-advertising world powered by a super-smart algorithm. Short-sellers call it a house of cards.'" [X Link](https://x.com/mastersinvest/status/1978987913447915770) [@mastersinvest](/creator/x/mastersinvest) 2025-10-17T00:54Z 25.6K followers, 3078 engagements "'The back half of next week is when the earnings calendar will ramp back up into the peak of earnings season. Next Wednesday will have XXX reports and the following day will have nearly XXX. Included in those are another large share of mega caps: Meta (META) Alphabet (GOOGL) and Microsoft (MSFT)s combined $XXXX trillion in market cap make reports on Wednesday help contribute to the single most impactful day of earnings.' @bespokeinvest" [X Link](https://x.com/mastersinvest/status/1980393441411625144) [@mastersinvest](/creator/x/mastersinvest) 2025-10-20T21:59Z 25.6K followers, 1296 engagements "Latest from James Paulsen. 'Is todays stock market really that similar to the 2000 dotcom cycle I dont think so. During the 1990s bull run tech stocks accounted for nearly XX% of the entire bull markets gain while only representing on average about XX% of the market value of the index. By contrast in the contemporary bull market tech stocks have accounted for XXXX% of the total S&P XXX gain but on average have comprised nearly XX% of the overall index.' 'My view (and of course it may be wrong) is those who suggest todays stock market is bubblicious like it was in the 1990s are exaggerating.'" [X Link](https://x.com/mastersinvest/status/1980397562323693598) [@mastersinvest](/creator/x/mastersinvest) 2025-10-20T22:15Z 25.6K followers, 1518 engagements ""Owning great companies and not trying to predict the stock market is the key to beating the index over the long run." - Francois Rochon" [X Link](https://x.com/mastersinvest/status/1980504765856629092) [@mastersinvest](/creator/x/mastersinvest) 2025-10-21T05:21Z 25.6K followers, 2936 engagements "'We have also taken refuge in life sciences companies like Danaher and Thermo Fisher that are at the forefront of enabling medical and biotechnology research and development. Tariff confusion cuts in federal funding and the U.S. Department of Health and Human Services (HHS) rejection of the previously accepted vaccine policy have complicated their near-term sales and order pictures. We believe that people will continue to value cures for diseases and other varieties of scientific research and that these companies will profit handsomely over the next 5-10 years. After a rough first half our" [X Link](https://x.com/mastersinvest/status/1980804141065859327) [@mastersinvest](/creator/x/mastersinvest) 2025-10-22T01:11Z 25.6K followers, 1989 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
MastersInvest.com posts on X about stocks, $uber, mentions, meta the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% technology brands XXXX% countries XXXX% luxury brands XXXX% automotive brands XXXX% social networks XXXX%
Social topic influence stocks #5023, $uber #858, mentions #269, meta 2.94%, retirement 1.47%, investment 1.47%, government shutdown 1.47%, kansas city 1.47%, trade war 1.47%, japan XXXX%
Top accounts mentioned or mentioned by @theeconomist @calculatedrisk @horizonkinetics @rabois @bespokeinvest @lifeat130bpm @ericjorgenson @woollybugger27 @germain_franck @john07556017444 @chriswmayer @graphicgirl215 @hparkerevans
Top assets mentioned Uber Technologies, Inc. (UBER) Colgate-Palmolive Company (CL) Boston Scientific Corporation (BSX) Intuit Inc. (INTU) GE HealthCare Technologies Inc. Common Stock (GEHC) CME Group Inc (CME) Artificial Intelligence (AI4) Applovin Corporation (APP) Microsoft Corp. (MSFT)
Top posts by engagements in the last XX hours
""Ryman Healthcare the New Zealand-based owner-operator of retirement villages is an investment that did not work out. We first invested in 2017 and I wrote about it in my half-year letterthat year. We bought our first shares for around NZ$8.60 in early 2017 and sold the last ones in early 2024 for around NZ$4.50." "I was also not sufficiently critical of Rymans financial disclosure. Its central earnings figure underlying profit was not fit-for-purpose. It gave the company credit for non-cash earnings from house price inflation and masked its negative cash flow." - Rob Vinall"
X Link @mastersinvest 2025-09-01T00:09Z 25.6K followers, 1294 engagements
"Government data might be rescheduled due to the government shutdown. The key economic report this week is September Existing Home sales. For manufacturing the Kansas City Fed manufacturing survey will be released this week. @calculatedrisk"
X Link @mastersinvest 2025-10-19T21:01Z 25.6K followers, 1426 engagements
"The world economy shrugs off both the trade war and AI fears. Can anything bring it down @TheEconomist The global economy is doing well in part because Mr Trumps tariff war is turning out to be less brutal than expected. The global economy has become remarkably resilient to crisis"
X Link @mastersinvest 2025-10-20T19:30Z 25.6K followers, 1322 engagements
"Our relative underweight to the US and overweight to harder-to-access opportunities in Japan the UK and emerging markets feels approximately correct as the baton of equity market performance is passed to major economies where valuations are low capital has been rationed and the outlook is improving. - Hosking Partners Q3 2025 Letter"
X Link @mastersinvest 2025-10-18T07:31Z 25.6K followers, 1725 engagements
"'Why Wall Street is fearful of more lending blow-ups Both banks and private-markets giants are on cockroach-watch.' @TheEconomist 'Links between the two sectors have grown stronger. According to recent IMF research American and European banks have lent $4.5trn to private-credit firms hedge funds and other non-bank lenders meaning that what happens in private credit matters more to banks and vice versa.'"
X Link @mastersinvest 2025-10-19T22:56Z 25.6K followers, 1599 engagements
"'We had some sad news this week. HEICO said that its long-time CEO Larry Mendelson died. In the 1950s he took a finance class taught by David Dodd. Mendelson took those lessons to heart. He made a good deal of money in real estate and wanted to diversify his holdings. That led him to invest in an under-performing industrial company. He really didnt care what he bought as long as it was cheap and had potential to be retooled for future growth. He chose well. Since 1995 the stock has increased more than 1000-fold.' RIP Larry Mendelson He built an extraordinary company proof that as Emerson"
X Link @mastersinvest 2025-10-07T01:04Z 25.6K followers, 3577 engagements
"'Something remarkable is going on in the equity market. Stock prices of companies with negative earnings have in recent months outperformed stock prices of companies with positive earnings.' - Torsten Slk Apollo Chief Economist"
X Link @mastersinvest 2025-10-21T00:40Z 25.6K followers, 1954 engagements
"The Keys to Successful Investing"
X Link @mastersinvest 2025-10-21T05:34Z 25.6K followers, 1700 engagements
"'I concluded that instead of trading stocks or trying to predict market fluctuations the better strategy was to discover and invest in great companies at attractive prices and stay invested for the long term.' - Ron Baron"
X Link @mastersinvest 2025-10-21T06:19Z 25.6K followers, 1784 engagements
"'Colgate-Palmolive has increased its dividend every year for the last XX years.' Eddy Elfenbein"
X Link @mastersinvest 2025-09-19T01:10Z 25.6K followers, 2040 engagements
"Polen Growth Q3 2025 Commentary 'In Q3 2025 we initiated new positions in NVIDIA Broadcom Boston Scientific Intuit Synopys and Uber and eliminated our positions in Gartner and Thermo Fisher Scientific.' 'We recognize that the timing of our recent acquisitions of NVIDIA and Broadcom are after the prices for both have appreciated materially however it is our belief that were still in the early innings of this Gen AI infrastructure buildout and so expect these new additions will deliver important contributions to the earnings growth and total return of the portfolio.'"
X Link @mastersinvest 2025-10-13T02:10Z 25.6K followers, 4192 engagements
"Coopers Founder Fund - Q3 2025 Update Mentions: Constellation Software Morningstar AKER Colliers Vicendi sold Ferrovial Power Corporation D'Iteren"
X Link @mastersinvest 2025-10-14T06:06Z 25.6K followers, 1655 engagements
"Coopers Global Fund - Q3 2025 Update Mentions: Bentley Systems Scout XX TKO Holdings GE Healthcare B&M European Value CME Group Stock in Focus"
X Link @mastersinvest 2025-10-14T06:09Z 25.6K followers, 1136 engagements
"Constellation Software's Mark Leonard on AI. "Its difficult to say whether programming is facing a renaissance or a recession." - 'Artificial Intelligence technologies on software business Call' Sept XX 2025"
X Link @mastersinvest 2025-09-23T23:54Z 25.6K followers, 13.2K engagements
"Akre Q3 Update. 'Given the impact on our third quarter results we would like to go into some depth as to why we have owned Constellation Software for more than XX years and why this latest share price drawdown does not phase us in the least.' 'For context we first purchased shares of Constellation on June X 2014 at a price of $XXXXXX in U.S. dollars. As of market close on September XX 2025 those shares were worth $2751.04 in U.S. dollars. This translates into a XXXXX% compound annual rate of return excluding dividends and the shares of Topicus and Lumine that Constellation spun off to its"
X Link @mastersinvest 2025-10-09T22:46Z 25.6K followers, 5193 engagements
"Wedgewood Q3 2025 Letter Discusses: Apple Meta MSFT TMSC Paypal Bookings Holdings CDW Copart. and AI"
X Link @mastersinvest 2025-10-16T04:29Z 25.6K followers, 1477 engagements
"'The remarkable rise of AppLovin. A fast rising digital-ad firm attracts both enthusiasts and sceptics.' @TheEconomist 'Since October 2022 its share price has climbed more than 30-fold. At $200bn it is worth more than Uber. AppLovins boosters call it the TikTok of the mobile-advertising world powered by a super-smart algorithm. Short-sellers call it a house of cards.'"
X Link @mastersinvest 2025-10-17T00:54Z 25.6K followers, 3078 engagements
"'The back half of next week is when the earnings calendar will ramp back up into the peak of earnings season. Next Wednesday will have XXX reports and the following day will have nearly XXX. Included in those are another large share of mega caps: Meta (META) Alphabet (GOOGL) and Microsoft (MSFT)s combined $XXXX trillion in market cap make reports on Wednesday help contribute to the single most impactful day of earnings.' @bespokeinvest"
X Link @mastersinvest 2025-10-20T21:59Z 25.6K followers, 1296 engagements
"Latest from James Paulsen. 'Is todays stock market really that similar to the 2000 dotcom cycle I dont think so. During the 1990s bull run tech stocks accounted for nearly XX% of the entire bull markets gain while only representing on average about XX% of the market value of the index. By contrast in the contemporary bull market tech stocks have accounted for XXXX% of the total S&P XXX gain but on average have comprised nearly XX% of the overall index.' 'My view (and of course it may be wrong) is those who suggest todays stock market is bubblicious like it was in the 1990s are exaggerating.'"
X Link @mastersinvest 2025-10-20T22:15Z 25.6K followers, 1518 engagements
""Owning great companies and not trying to predict the stock market is the key to beating the index over the long run." - Francois Rochon"
X Link @mastersinvest 2025-10-21T05:21Z 25.6K followers, 2936 engagements
"'We have also taken refuge in life sciences companies like Danaher and Thermo Fisher that are at the forefront of enabling medical and biotechnology research and development. Tariff confusion cuts in federal funding and the U.S. Department of Health and Human Services (HHS) rejection of the previously accepted vaccine policy have complicated their near-term sales and order pictures. We believe that people will continue to value cures for diseases and other varieties of scientific research and that these companies will profit handsomely over the next 5-10 years. After a rough first half our"
X Link @mastersinvest 2025-10-22T01:11Z 25.6K followers, 1989 engagements
/creator/twitter::mastersinvest