[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.] #  @orrdavid David Orr David Orr posts on X about $9435t, $arkk, market cap, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::97739069/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +32% - X Months XXXXXXXXX +14% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::97739069/posts_active)  - X Month XX -XX% - X Months XXX +22% - X Year XXX +2.70% ### Followers: XXXXXX [#](/creator/twitter::97739069/followers)  - X Week XXXXXX +0.14% - X Month XXXXXX +1.30% - X Months XXXXXX +11% - X Year XXXXXX +36% ### CreatorRank: XXXXXXX [#](/creator/twitter::97739069/influencer_rank)  ### Social Influence [#](/creator/twitter::97739069/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [$9435t](/topic/$9435t) 4.27%, [$arkk](/topic/$arkk) #1, [market cap](/topic/market-cap) 2.56%, [stocks](/topic/stocks) 1.71%, [10x](/topic/10x) 1.71%, [japan](/topic/japan) 1.71%, [cinnamon toast crunch](/topic/cinnamon-toast-crunch) 0.85%, [$ctcc](/topic/$ctcc) 0.85%, [cinnamon toast](/topic/cinnamon-toast) 0.85%, [$gis](/topic/$gis) XXXX% **Top accounts mentioned or mentioned by** [@taobanker](/creator/undefined) [@danielcincu](/creator/undefined) [@sowingalphaseed](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@ragingventures](/creator/undefined) [@lebronex](/creator/undefined) [@realherbhoover](/creator/undefined) [@invertedfragil1](/creator/undefined) [@carswellwilliam](/creator/undefined) [@basteph_](/creator/undefined) [@finphysnerd](/creator/undefined) [@chris31712750](/creator/undefined) [@marketplunger1](/creator/undefined) [@altaycapital](/creator/undefined) [@travislundyasia](/creator/undefined) [@mikefritzell](/creator/undefined) [@ulyssescapital](/creator/undefined) [@lebron_ex](/creator/undefined) [@sean91237](/creator/undefined) [@jakebarfield](/creator/undefined) **Top assets mentioned** [ARK Innovation ETF (ARKK)](/topic/$arkk) [General Mills, Inc. (GIS)](/topic/$gis) [Mainframe (MFT)](/topic/$mft) [Charter Communications Inc (CHTR)](/topic/$chtr) [Frontier Communications Parent, Inc. Common Stock (FYBR)](/topic/$fybr) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Honeywell International Inc (HON)](/topic/honeywell) [QuantixAI (QAI)](/topic/$qai) [Wise (WISE)](/topic/$wise) [Stryker Corporation (SYK)](/topic/$syk) [Diageo plc (DEO)](/topic/$deo) [Cushman & Wakefield plc Ordinary Shares (CWK)](/topic/$cwk) ### Top Social Posts [#](/creator/twitter::97739069/posts) --- Top posts by engagements in the last XX hours "$GIS General Mills should spin out Cinnamon Toast Crunch. I'd get so long. $CTCC - The Cinnamon Toast Crunch corporation"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1920437542542852500) 2025-05-08 11:16:04 UTC 19.5K followers, 2982 engagements "Airwallex could break into $WISE's game but network effect + KYC risk on so many smaller customers to their existing wonderful business make it seem unlikely"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1931245757522174180) 2025-06-07 07:04:04 UTC 19.5K followers, 2733 engagements "I didn't realize Hankyu Hanshin $9042 (I'm long) owns a stake in the Osaka airports:"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1941355569388105856) 2025-07-05 04:36:51 UTC 19.5K followers, 5406 engagements "Interview with HIkari Tsushin's CEO by @Jake___Barfield:"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1944252905185587558) 2025-07-13 04:29:49 UTC 19.5K followers, 11.3K engagements "@__paleologo What does this mean "actual true pnl not the audited track record"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1943899857007394819) 2025-07-12 05:06:56 UTC 19.5K followers, 1863 engagements "@danielcincu @RagingVentures I think the fed needs to allow minor recessions. And I think they should never backstop asset owners when defending the economy. Letting asset owners lose is a core part of capitalism. I think no fed takes it too far"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945713384139460627) 2025-07-17 05:13:15 UTC 19.5K followers, XX engagements "Very tempting to short the crowded short factor here . very toppy signs under the surface for this speculative rally. It was a pretty crazy one. $ARKK almost up XXX% off the April low. Kudos to the shorts who did well through this"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945888863538540555) 2025-07-17 16:50:32 UTC 19.5K followers, 7325 engagements "If you know of any please suggest ETFs that has some/all of these: X. Has 30%+ annual portfolio turnover X. Has lots of exposure to foreign stocks especially Asia X. Has lots of exposure to illiquid or moderately liquid stocks X. Has a high fee X. Has $500+ million AUM No lead is a bad lead so please liberally suggest the tickers in the comments"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1844714648949379518) 2024-10-11 12:20:20 UTC 19.5K followers, 6420 engagements "In our cyberpunk future there will be a yearly roundtable meeting of CEOs of the world's largest companies. They are: The creator of super intelligence which replaced most white collar and "professional" jobs. The creator of a truly automated hyper efficient global supply chain. Four creators of treatments to reverse key aspects of aging. and. Michael Saylor a degenerate that kept selling stock to buy more bitcoin. He won't have much to add to these meetings. He'll be the comic relief of this otherwise dark novel"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945669658788725052) 2025-07-17 02:19:30 UTC 19.5K followers, 3795 engagements "$WISE.L probably does XXX million net income in 2024 vs X billion market cap. Seems cheap. Counter argument is volume per customer is a drag. Counter argument to that is Europe is not doing well right now yet they're still growing. What happens when Europe's economy turns"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1790340536424907182) 2024-05-14 11:17:01 UTC 19.5K followers, 10.6K engagements "@svrnco @glbeaty @RealHerbHoover I'm basically 50/50. Scammer or Mossad/CIA very hard to say. I see the CIA and Mossad - and this might be crazy fair enough - as two organizations working together A LOT and the line is even blurred a lot"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1944283893777281384) 2025-07-13 06:32:57 UTC 19.5K followers, XXX engagements "Airwallex = businesses larger than a few people Wise = consumers and businesses smaller than a few people Not too much overlap for competition"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1931245604396523522) 2025-06-07 07:03:27 UTC 19.5K followers, XXX engagements "I have a XX% position in Hikari Tsushin $9435 today but I swear it's not big enough. If this was a US stock - so that I understood it better - I'd probably be at 20%"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1827487768316145833) 2024-08-24 23:26:51 UTC 19.5K followers, 48.4K engagements "Did you research what happens when a fund has a declining shareholder base/size like $ARKK She went from having say $15+ billion of AUM from true believers to half that even in a bull market. Or another caveat in real terms it was almost a third Very small sample size of funds/people to study. A few famous investors from the 60s who disappeared"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1946125293129015780) 2025-07-18 08:30:01 UTC 19.5K followers, XXX engagements "Hikari Tsushin $9435 is run by an allocator that doubles book/share every 3-4 years. Runs XXX% leverage in a ZIRP environment. Website gives Teledyne or Berkshire vibes. Trades for 1.5x book / 10x earnings"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1802178070092148749) 2024-06-16 03:15:09 UTC 19.5K followers, 99K engagements "@invertedfragil1 @IBKR I just don't get it man. They're such a great company in so many ways. Why not just invest a little bit more into support people who give a shit about at least the largest customers. They are trying in some ways but it seems very surface level"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1944022035296137570) 2025-07-12 13:12:26 UTC 19.5K followers, XXX engagements "$CHTR Charter is priced like there are serious problems on the horizon at less than 10x earnings. What does that say about the obviously troubled fiber providers like Frontier $FYBR Good chance after the $FYBR short I'll be able to do $CHTR and $CMCSA Unlcear no rush"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1757237222598672698) 2024-02-13 02:56:16 UTC 19.5K followers, 5038 engagements "$9435 Hikari Tsushin's business model is simple and great: * Have some of the best salesmen in Japan sell company products and reward them handsomely on their performance * Acquire more companies that benefit from having these best salesmen sell their products * Find the best underused talent from those acquired often stagnant companies and cycle them into the core business * Repeat over and over. What's the growth runway on that model"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1922901689746718958) 2025-05-15 06:27:43 UTC 19.5K followers, 6089 engagements "Azbil traces its roots back to 1906 as Yamatake & Co. initially a trading firm for measurement and control equipment. Over time it formed a joint venture with Honeywell becoming Yamatake-Honeywell. In 2012 Yamatake rebranded to Azbil Corporation. Anyone know this company Trades for 15x earnings ROCE doubled since they rebranded and is up to XX% today. They've done decent buybacks too. Net cash balance sheet. This is a no brainer for a .5% bet but seems like one I could build conviction on. I never understood how HON was such a high quality biz. $6845"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1893684065599140043) 2025-02-23 15:27:18 UTC 19.5K followers, 3532 engagements "$QAI a "multi-strategy" ETF has zero real return in ten years and has a XX% drawdown. $XXX million AUM somehow. People must be hungry for alt publicly listed investments"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1941054243693383729) 2025-07-04 08:39:29 UTC 19.5K followers, 3191 engagements "Pretty cool that ChatGPT gets this right:"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945761533130351013) 2025-07-17 08:24:34 UTC 19.5K followers, 2866 engagements "Also these factors will have violent moves down sometimes too. Maybe this post hits the current top even. But who cares if you "miss it" on the short side. This is a damn casino. You have fundamentals on your side sure. But the bulls have asymmetry on theirs"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945664355082895573) 2025-07-17 01:58:25 UTC 19.5K followers, 2228 engagements "$WISE I've still been long for tax reasons. Airwallex is their bigger threat in my opinion not Revolut. But the threat doesn't seem so serious. The other players seem like dinosaurs to me. The key question someone should ask is "Who are the lowest cost providers" I keep seeing smart investors lured into $WISE competitors and man those companies are all going to get slaughtered. I can't tell if I should be buying more $WISE even. I've really only stayed long for the tax reasons . but when I identify a likely great low-cost company loved by its customers that has network advantages perhaps I"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1931244967772758025) 2025-06-07 07:00:55 UTC 19.5K followers, 12.4K engagements "For over a year now I have been asking @IBKR's portfolio analyst team to fix a glitch that has been adding an extra trading to each week in the reports it generates. It does this because I once owned a miniscule - I think XXX share - position in a one Israeli stock. It'll be incredible if I wind up quitting them as a customer over this considering I probably generate $X million/year in profit for them now. If you guys over at @IBKR want to improve your company I'd take a serious study into just how this catastrophic failure has happened. There's something incredibly wrong with the incentive"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1944020739101012353) 2025-07-12 13:07:17 UTC 19.5K followers, 5744 engagements "Is Kikkoman interesting at 20x earnings $X billion US market cap. Seems more compelling than most staple companies. Thoughts @irbezek"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1893679616931381276) 2025-02-23 15:09:38 UTC 19.5K followers, 5841 engagements "Quite the gap down in Japan today. Last time this happened we had an extreme follow through the next day. It's always hard to tell with this kind of stuff but the big difference this time is that yen positioning didn't start crowded short and was even positioned long"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1906596247424684271) 2025-03-31 06:35:42 UTC 19.5K followers, 4219 engagements "$MSTR's chart is so bullish particularly with its extreme strength through April vs it's normal beta. I don't have on crypto related shorts. It seems like one of a few key factors to avoid. Others to avoid: innovation or "innovation" electricity generation space rare earth metals modern military weapons like drones anything AI"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945662558473756687) 2025-07-17 01:51:17 UTC 19.5K followers, 5029 engagements "I just went through all of these public equities owned by Hikari Tsushin $9435. In the second image many of the companies they own a large % of are tiny. Lots of this stuff has a strong balance sheet. Just consistently profitable stuff some with improving earnings"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1826094210421858386) 2024-08-21 03:09:21 UTC 19.5K followers, 8527 engagements "The LA fire has potential to be an extreme outlier event if winds pick up and blow the wrong way from here it seems almost inevitable the entire city could burn down. If so what's the play Long builders and building suppliers generally Anything else Any LA shorts"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1877423824297242722) 2025-01-09 18:34:55 UTC 19.5K followers, 71K engagements "Richmont $CFR.sw owns luxury brands some I'm familiar with. Trades for 20x earnings at a $XX billion market cap. Anyone have an opinion on this basket of brands Getting weaker or stronger"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1826030302684430428) 2024-08-20 22:55:24 UTC 19.5K followers, 7504 engagements "Stryker Corp $SYK is a great example of a "quality" bubble stock. At least most likely. Maybe this one I'm missing something but there are so many stocks like this today with a lazy investor base that keeps winning from multiple expansion. This one seems interesting since the products are so unremarkable the stock could seriously drop which is a lot more interesting than other quality factor stocks. Since 2010 $SYK's operating cash flow tripled which is only an X% CAGR. Worse they had to reinvest more than the cash that they generated to achieve this growth and ROCE dropped from XX% down to"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1885630307187200075) 2025-02-01 10:04:33 UTC 19.5K followers, 12.5K engagements "Hikari Tsushin $9435 reports net "unusual" gains year after year. I don't think I've ever seen a company do that before. It's like the complete inversion of most shitcos"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1827114063710572866) 2024-08-23 22:41:53 UTC 19.5K followers, 6164 engagements "$DEO Diageo seems like a great company at a fair price. 17x earnings which have growing slowly but steadily. Cheaper than in 2019 despite the growth since then. Diageo plc provides its products primarily under the Johnnie Walker Smirnoff Baileys Captain Morgan Tanqueray and Guinness brands. The company also offers its products under the Crown Royal Yen Raki Shui Jing Fang Johnnie Walker Blue Label Bulleit Bourbon Don Julio Buchanans JB Old Parr Tanqueray No. TEN Ron Zacapa Centenario XO Casamigos Bundaberg McDowells No. X Ypica Lagavulin The Singleton of Glen Ord Johnnie Walker Gold Label"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1707764775613305020) 2023-09-29 14:30:25 UTC 19.5K followers, 35K engagements "@JackFarley96 Many fake investors -people who don't really know anything about interesting- were Carvana guys after 2022. They'll all fail in the end"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1946378913665692068) 2025-07-19 01:17:49 UTC 19.5K followers, XXX engagements "Compare the websites of Cushman & Wakefield $CWK and DRAFT $5070 That's pretty much my whole thesis for being long DRAFT a tiny but fast growing microcap"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1941657037685022884) 2025-07-06 00:34:46 UTC 19.5K followers, 5634 engagements "This is Premium Water Holdings Inc. $2588. They sell mineral water under the Premium Water brand. Talk about a low IQ business model. Yet it works And I'm too stupid to buy it I find the whole thing a little too shocking. I mean I should get long"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1884678645815664978) 2025-01-29 19:02:59 UTC 19.5K followers, 23.8K engagements "$9435 Hikari Tsushin summary. Wonder how much AI can even improve from here. this is excellent"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1922889861888921735) 2025-05-15 05:40:43 UTC 19.5K followers, 6445 engagements "$2222 Finally tried the product. It's really tasty. They try many other brands too. Could see this one appealing to both western and Asian tastes. Presentation at the shop is perfectly done too. I've been long thinking to buy more"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1893880547446866235) 2025-02-24 04:28:03 UTC 19.5K followers, 12.2K engagements "One of the hardest or easiest parts of short selling - depending on the difficulty you choose - is just deciding which factors to avoid altogether. At any moment you can start being honest with yourself about "These factors are awful to be short" and simply stop shorting them"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945664876019659086) 2025-07-17 02:00:29 UTC 19.5K followers, 1947 engagements "@danielcincu @RagingVentures Do you talk like that in person too Shit like "Nice try" Everyone should block you on here"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1945692032523251918) 2025-07-17 03:48:24 UTC 19.5K followers, XX engagements "$ARKK assets under management: $X billion. $ARKK average daily volume: $XXX million. When X% of shares turnover daily nobody believes"  [@orrdavid](/creator/x/orrdavid) on [X](/post/tweet/1946032552315412695) 2025-07-18 02:21:30 UTC 19.5K followers, 5945 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.]
@orrdavid David Orr
David Orr posts on X about $9435t, $arkk, market cap, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +32%
- X Months XXXXXXXXX +14%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +22%
- X Year XXX +2.70%
Followers: XXXXXX #
- X Week XXXXXX +0.14%
- X Month XXXXXX +1.30%
- X Months XXXXXX +11%
- X Year XXXXXX +36%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX% technology brands XXXX%
Social topic influence $9435t 4.27%, $arkk #1, market cap 2.56%, stocks 1.71%, 10x 1.71%, japan 1.71%, cinnamon toast crunch 0.85%, $ctcc 0.85%, cinnamon toast 0.85%, $gis XXXX%
Top accounts mentioned or mentioned by @taobanker @danielcincu @sowingalphaseed @joinyellowbrick @ragingventures @lebronex @realherbhoover @invertedfragil1 @carswellwilliam @basteph_ @finphysnerd @chris31712750 @marketplunger1 @altaycapital @travislundyasia @mikefritzell @ulyssescapital @lebron_ex @sean91237 @jakebarfield
Top assets mentioned ARK Innovation ETF (ARKK) General Mills, Inc. (GIS) Mainframe (MFT) Charter Communications Inc (CHTR) Frontier Communications Parent, Inc. Common Stock (FYBR) Comcast Corporation (CMCSA) Honeywell International Inc (HON) QuantixAI (QAI) Wise (WISE) Stryker Corporation (SYK) Diageo plc (DEO) Cushman & Wakefield plc Ordinary Shares (CWK)
Top Social Posts #
Top posts by engagements in the last XX hours
"$GIS General Mills should spin out Cinnamon Toast Crunch. I'd get so long. $CTCC - The Cinnamon Toast Crunch corporation"
@orrdavid on X 2025-05-08 11:16:04 UTC 19.5K followers, 2982 engagements
"Airwallex could break into $WISE's game but network effect + KYC risk on so many smaller customers to their existing wonderful business make it seem unlikely" @orrdavid on X 2025-06-07 07:04:04 UTC 19.5K followers, 2733 engagements
"I didn't realize Hankyu Hanshin $9042 (I'm long) owns a stake in the Osaka airports:" @orrdavid on X 2025-07-05 04:36:51 UTC 19.5K followers, 5406 engagements
"Interview with HIkari Tsushin's CEO by @Jake___Barfield:" @orrdavid on X 2025-07-13 04:29:49 UTC 19.5K followers, 11.3K engagements
"@__paleologo What does this mean "actual true pnl not the audited track record" @orrdavid on X 2025-07-12 05:06:56 UTC 19.5K followers, 1863 engagements
"@danielcincu @RagingVentures I think the fed needs to allow minor recessions. And I think they should never backstop asset owners when defending the economy. Letting asset owners lose is a core part of capitalism. I think no fed takes it too far" @orrdavid on X 2025-07-17 05:13:15 UTC 19.5K followers, XX engagements
"Very tempting to short the crowded short factor here . very toppy signs under the surface for this speculative rally. It was a pretty crazy one. $ARKK almost up XXX% off the April low. Kudos to the shorts who did well through this" @orrdavid on X 2025-07-17 16:50:32 UTC 19.5K followers, 7325 engagements
"If you know of any please suggest ETFs that has some/all of these: X. Has 30%+ annual portfolio turnover X. Has lots of exposure to foreign stocks especially Asia X. Has lots of exposure to illiquid or moderately liquid stocks X. Has a high fee X. Has $500+ million AUM No lead is a bad lead so please liberally suggest the tickers in the comments" @orrdavid on X 2024-10-11 12:20:20 UTC 19.5K followers, 6420 engagements
"In our cyberpunk future there will be a yearly roundtable meeting of CEOs of the world's largest companies. They are: The creator of super intelligence which replaced most white collar and "professional" jobs. The creator of a truly automated hyper efficient global supply chain. Four creators of treatments to reverse key aspects of aging. and. Michael Saylor a degenerate that kept selling stock to buy more bitcoin. He won't have much to add to these meetings. He'll be the comic relief of this otherwise dark novel" @orrdavid on X 2025-07-17 02:19:30 UTC 19.5K followers, 3795 engagements
"$WISE.L probably does XXX million net income in 2024 vs X billion market cap. Seems cheap. Counter argument is volume per customer is a drag. Counter argument to that is Europe is not doing well right now yet they're still growing. What happens when Europe's economy turns" @orrdavid on X 2024-05-14 11:17:01 UTC 19.5K followers, 10.6K engagements
"@svrnco @glbeaty @RealHerbHoover I'm basically 50/50. Scammer or Mossad/CIA very hard to say. I see the CIA and Mossad - and this might be crazy fair enough - as two organizations working together A LOT and the line is even blurred a lot" @orrdavid on X 2025-07-13 06:32:57 UTC 19.5K followers, XXX engagements
"Airwallex = businesses larger than a few people Wise = consumers and businesses smaller than a few people Not too much overlap for competition" @orrdavid on X 2025-06-07 07:03:27 UTC 19.5K followers, XXX engagements
"I have a XX% position in Hikari Tsushin $9435 today but I swear it's not big enough. If this was a US stock - so that I understood it better - I'd probably be at 20%" @orrdavid on X 2024-08-24 23:26:51 UTC 19.5K followers, 48.4K engagements
"Did you research what happens when a fund has a declining shareholder base/size like $ARKK She went from having say $15+ billion of AUM from true believers to half that even in a bull market. Or another caveat in real terms it was almost a third Very small sample size of funds/people to study. A few famous investors from the 60s who disappeared" @orrdavid on X 2025-07-18 08:30:01 UTC 19.5K followers, XXX engagements
"Hikari Tsushin $9435 is run by an allocator that doubles book/share every 3-4 years. Runs XXX% leverage in a ZIRP environment. Website gives Teledyne or Berkshire vibes. Trades for 1.5x book / 10x earnings" @orrdavid on X 2024-06-16 03:15:09 UTC 19.5K followers, 99K engagements
"@invertedfragil1 @IBKR I just don't get it man. They're such a great company in so many ways. Why not just invest a little bit more into support people who give a shit about at least the largest customers. They are trying in some ways but it seems very surface level" @orrdavid on X 2025-07-12 13:12:26 UTC 19.5K followers, XXX engagements
"$CHTR Charter is priced like there are serious problems on the horizon at less than 10x earnings. What does that say about the obviously troubled fiber providers like Frontier $FYBR Good chance after the $FYBR short I'll be able to do $CHTR and $CMCSA Unlcear no rush" @orrdavid on X 2024-02-13 02:56:16 UTC 19.5K followers, 5038 engagements
"$9435 Hikari Tsushin's business model is simple and great: * Have some of the best salesmen in Japan sell company products and reward them handsomely on their performance * Acquire more companies that benefit from having these best salesmen sell their products * Find the best underused talent from those acquired often stagnant companies and cycle them into the core business * Repeat over and over. What's the growth runway on that model" @orrdavid on X 2025-05-15 06:27:43 UTC 19.5K followers, 6089 engagements
"Azbil traces its roots back to 1906 as Yamatake & Co. initially a trading firm for measurement and control equipment. Over time it formed a joint venture with Honeywell becoming Yamatake-Honeywell. In 2012 Yamatake rebranded to Azbil Corporation. Anyone know this company Trades for 15x earnings ROCE doubled since they rebranded and is up to XX% today. They've done decent buybacks too. Net cash balance sheet. This is a no brainer for a .5% bet but seems like one I could build conviction on. I never understood how HON was such a high quality biz. $6845" @orrdavid on X 2025-02-23 15:27:18 UTC 19.5K followers, 3532 engagements
"$QAI a "multi-strategy" ETF has zero real return in ten years and has a XX% drawdown. $XXX million AUM somehow. People must be hungry for alt publicly listed investments" @orrdavid on X 2025-07-04 08:39:29 UTC 19.5K followers, 3191 engagements
"Pretty cool that ChatGPT gets this right:" @orrdavid on X 2025-07-17 08:24:34 UTC 19.5K followers, 2866 engagements
"Also these factors will have violent moves down sometimes too. Maybe this post hits the current top even. But who cares if you "miss it" on the short side. This is a damn casino. You have fundamentals on your side sure. But the bulls have asymmetry on theirs" @orrdavid on X 2025-07-17 01:58:25 UTC 19.5K followers, 2228 engagements
"$WISE I've still been long for tax reasons. Airwallex is their bigger threat in my opinion not Revolut. But the threat doesn't seem so serious. The other players seem like dinosaurs to me. The key question someone should ask is "Who are the lowest cost providers" I keep seeing smart investors lured into $WISE competitors and man those companies are all going to get slaughtered. I can't tell if I should be buying more $WISE even. I've really only stayed long for the tax reasons . but when I identify a likely great low-cost company loved by its customers that has network advantages perhaps I" @orrdavid on X 2025-06-07 07:00:55 UTC 19.5K followers, 12.4K engagements
"For over a year now I have been asking @IBKR's portfolio analyst team to fix a glitch that has been adding an extra trading to each week in the reports it generates. It does this because I once owned a miniscule - I think XXX share - position in a one Israeli stock. It'll be incredible if I wind up quitting them as a customer over this considering I probably generate $X million/year in profit for them now. If you guys over at @IBKR want to improve your company I'd take a serious study into just how this catastrophic failure has happened. There's something incredibly wrong with the incentive" @orrdavid on X 2025-07-12 13:07:17 UTC 19.5K followers, 5744 engagements
"Is Kikkoman interesting at 20x earnings $X billion US market cap. Seems more compelling than most staple companies. Thoughts @irbezek" @orrdavid on X 2025-02-23 15:09:38 UTC 19.5K followers, 5841 engagements
"Quite the gap down in Japan today. Last time this happened we had an extreme follow through the next day. It's always hard to tell with this kind of stuff but the big difference this time is that yen positioning didn't start crowded short and was even positioned long" @orrdavid on X 2025-03-31 06:35:42 UTC 19.5K followers, 4219 engagements
"$MSTR's chart is so bullish particularly with its extreme strength through April vs it's normal beta. I don't have on crypto related shorts. It seems like one of a few key factors to avoid. Others to avoid: innovation or "innovation" electricity generation space rare earth metals modern military weapons like drones anything AI" @orrdavid on X 2025-07-17 01:51:17 UTC 19.5K followers, 5029 engagements
"I just went through all of these public equities owned by Hikari Tsushin $9435. In the second image many of the companies they own a large % of are tiny. Lots of this stuff has a strong balance sheet. Just consistently profitable stuff some with improving earnings" @orrdavid on X 2024-08-21 03:09:21 UTC 19.5K followers, 8527 engagements
"The LA fire has potential to be an extreme outlier event if winds pick up and blow the wrong way from here it seems almost inevitable the entire city could burn down. If so what's the play Long builders and building suppliers generally Anything else Any LA shorts" @orrdavid on X 2025-01-09 18:34:55 UTC 19.5K followers, 71K engagements
"Richmont $CFR.sw owns luxury brands some I'm familiar with. Trades for 20x earnings at a $XX billion market cap. Anyone have an opinion on this basket of brands Getting weaker or stronger" @orrdavid on X 2024-08-20 22:55:24 UTC 19.5K followers, 7504 engagements
"Stryker Corp $SYK is a great example of a "quality" bubble stock. At least most likely. Maybe this one I'm missing something but there are so many stocks like this today with a lazy investor base that keeps winning from multiple expansion. This one seems interesting since the products are so unremarkable the stock could seriously drop which is a lot more interesting than other quality factor stocks. Since 2010 $SYK's operating cash flow tripled which is only an X% CAGR. Worse they had to reinvest more than the cash that they generated to achieve this growth and ROCE dropped from XX% down to" @orrdavid on X 2025-02-01 10:04:33 UTC 19.5K followers, 12.5K engagements
"Hikari Tsushin $9435 reports net "unusual" gains year after year. I don't think I've ever seen a company do that before. It's like the complete inversion of most shitcos" @orrdavid on X 2024-08-23 22:41:53 UTC 19.5K followers, 6164 engagements
"$DEO Diageo seems like a great company at a fair price. 17x earnings which have growing slowly but steadily. Cheaper than in 2019 despite the growth since then. Diageo plc provides its products primarily under the Johnnie Walker Smirnoff Baileys Captain Morgan Tanqueray and Guinness brands. The company also offers its products under the Crown Royal Yen Raki Shui Jing Fang Johnnie Walker Blue Label Bulleit Bourbon Don Julio Buchanans JB Old Parr Tanqueray No. TEN Ron Zacapa Centenario XO Casamigos Bundaberg McDowells No. X Ypica Lagavulin The Singleton of Glen Ord Johnnie Walker Gold Label" @orrdavid on X 2023-09-29 14:30:25 UTC 19.5K followers, 35K engagements
"@JackFarley96 Many fake investors -people who don't really know anything about interesting- were Carvana guys after 2022. They'll all fail in the end" @orrdavid on X 2025-07-19 01:17:49 UTC 19.5K followers, XXX engagements
"Compare the websites of Cushman & Wakefield $CWK and DRAFT $5070 That's pretty much my whole thesis for being long DRAFT a tiny but fast growing microcap" @orrdavid on X 2025-07-06 00:34:46 UTC 19.5K followers, 5634 engagements
"This is Premium Water Holdings Inc. $2588. They sell mineral water under the Premium Water brand. Talk about a low IQ business model. Yet it works And I'm too stupid to buy it I find the whole thing a little too shocking. I mean I should get long" @orrdavid on X 2025-01-29 19:02:59 UTC 19.5K followers, 23.8K engagements
"$9435 Hikari Tsushin summary. Wonder how much AI can even improve from here. this is excellent" @orrdavid on X 2025-05-15 05:40:43 UTC 19.5K followers, 6445 engagements
"$2222 Finally tried the product. It's really tasty. They try many other brands too. Could see this one appealing to both western and Asian tastes. Presentation at the shop is perfectly done too. I've been long thinking to buy more" @orrdavid on X 2025-02-24 04:28:03 UTC 19.5K followers, 12.2K engagements
"One of the hardest or easiest parts of short selling - depending on the difficulty you choose - is just deciding which factors to avoid altogether. At any moment you can start being honest with yourself about "These factors are awful to be short" and simply stop shorting them" @orrdavid on X 2025-07-17 02:00:29 UTC 19.5K followers, 1947 engagements
"@danielcincu @RagingVentures Do you talk like that in person too Shit like "Nice try" Everyone should block you on here" @orrdavid on X 2025-07-17 03:48:24 UTC 19.5K followers, XX engagements
"$ARKK assets under management: $X billion. $ARKK average daily volume: $XXX million. When X% of shares turnover daily nobody believes" @orrdavid on X 2025-07-18 02:21:30 UTC 19.5K followers, 5945 engagements