#  @scroogecapital Scrooge Capital
Scrooge Capital posts on X about $odetpa, $lqda, $bolpa, $vivpa the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1209782522604916736/interactions)

- [--] Week [------] +20%
- [--] Month [-------] +46%
- [--] Months [-------] +907%
- [--] Year [-------] +321%
### Mentions: [--] [#](/creator/twitter::1209782522604916736/posts_active)

- [--] Week [--] -44%
- [--] Month [--] +3.60%
- [--] Months [--] +54%
- [--] Year [--] +46%
### Followers: [-----] [#](/creator/twitter::1209782522604916736/followers)

- [--] Week [-----] -0.08%
- [--] Month [-----] +0.74%
- [--] Months [-----] +1.50%
- [--] Year [-----] +7.20%
### CreatorRank: [---------] [#](/creator/twitter::1209782522604916736/influencer_rank)

### Social Influence
**Social category influence**
[stocks](/list/stocks) [finance](/list/finance) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) [travel destinations](/list/travel-destinations) [fashion brands](/list/fashion-brands) [luxury brands](/list/luxury-brands) [currencies](/list/currencies)
**Social topic influence**
[$odetpa](/topic/$odetpa), [$lqda](/topic/$lqda) #7, [$bolpa](/topic/$bolpa), [$vivpa](/topic/$vivpa), [$uthr](/topic/$uthr), [$mtch](/topic/$mtch), [$msft](/topic/$msft), [$pm](/topic/$pm), [$save](/topic/$save), [$bti](/topic/$bti)
**Top accounts mentioned or mentioned by**
[@billackman](/creator/undefined) [@pythiar](/creator/undefined) [@puppyeh1](/creator/undefined) [@innocencecapit1](/creator/undefined) [@sleepysolcap](/creator/undefined) [@valuations](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@tclaugus2](/creator/undefined) [@bizalmanac](/creator/undefined) [@analisesdomf](/creator/undefined) [@adamb1438](/creator/undefined) [@elonmusk](/creator/undefined) [@compoundpapi](/creator/undefined) [@billbrewsterscg](/creator/undefined) [@kcerminara](/creator/undefined) [@kevg1412](/creator/undefined) [@fundiescapital](/creator/undefined) [@mqcapital1](/creator/undefined) [@bluthcapital](/creator/undefined) [@viggykrishnan](/creator/undefined)
**Top assets mentioned**
[Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Match Group Inc (MTCH)](/topic/$mtch) [Microsoft Corp. (MSFT)](/topic/$msft) [Philip Morris International Inc. (PM)](/topic/$pm) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [British American Tobacco (BTI)](/topic/$bti) [Tesla, Inc. (TSLA)](/topic/$tsla) [Kohl's Corporation (KSS)](/topic/$kss) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [JetBlue Airways Corp (JBLU)](/topic/$jblu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Twitter Inc (TWTR)](/topic/$twtr) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Pfizer, Inc. (PFE)](/topic/$pfe) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [American Eagle Outfitters (AEO)](/topic/$aeo) [VF Corp (VFC)](/topic/$vfc) [Shopify Inc (SHOP)](/topic/$shop) [Frontier Group Holdings, Inc. (ULCC)](/topic/$ulcc) [Hasbro, Inc. (HAS)](/topic/$has) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CVS Health Corp (CVS)](/topic/$cvs) [Etsy Inc (ETSY)](/topic/$etsy) [ELYSIA (EL)](/topic/$el) [Mastercard, Inc. (MA)](/topic/$ma) [Netflix Inc (NFLX)](/topic/$nflx) [News Corp Class A (NWSA)](/topic/$nwsa) [ShapeShift FOX Token (FOX)](/topic/$fox) [Cisco Systems Inc (CSCO)](/topic/$csco) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [Starbucks Corporation (SBUX)](/topic/$sbux) [Decentral Games (DG)](/topic/$dg) [Duolingo, Inc. (DUOL)](/topic/$duol) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [ARK Innovation ETF (ARKK)](/topic/$arkk) [monday.com Ltd. (MNDY)](/topic/$mndy) [Atlassian Corporation PLC (TEAM)](/topic/$team) [MX Token (MX)](/topic/$mx) [eBay Inc (EBAY)](/topic/$ebay) [Now Coin (NOW)](/topic/$now) [PBF ENERGY INC. (PBF)](/topic/$pbf) [Southwest Gas Holdings, Inc. (SWX)](/topic/$swx) [Royal Caribbean Cruises Ltd (RCL)](/topic/$rcl) [Zoom Video Communications Inc (ZM)](/topic/$zm) [Capri Holdings Limited (CPRI)](/topic/$cpri) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Wing Finance (WING)](/topic/$wing) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Five Below, Inc. (FIVE)](/topic/$five)
### Top Social Posts
Top posts by engagements in the last [--] hours
"THREAD: $EXO.MI What if I told you that you could invest in a rare combination of a family-controlled compounder and special-situation machine with stellar management at a 35% discount to NAV with ongoing buybacks Disc.: I love Exor and it's a #neversell for me. (1/15)"
[X Link](https://x.com/scroogecapital/status/1389237300798935052) 2021-05-03T15:15Z [----] followers, [---] engagements
"I have done [--] work on the name: why has Kingfisher PLC $KGF.LN been such a disaster compared to american home improvement names $HD $LOW"
[X Link](https://x.com/scroogecapital/status/1410702365204926465) 2021-07-01T20:50Z [----] followers, [--] engagements
"Bill Nygren on $GOOG and $FB (again). Love the simplicity of his FAANGs views. Not much more needed. An underrated value investor IMO. https://www.youtube.com/watchv=8Cfh3bYBrhw https://www.youtube.com/watchv=8Cfh3bYBrhw"
[X Link](https://x.com/scroogecapital/status/1414906747320508419) 2021-07-13T11:17Z [----] followers, [--] engagements
"How many high-quality growing companies at a positive narrative inflection point are there that are as cheap as [--] years ago $PM"
[X Link](https://x.com/scroogecapital/status/1418878675559276549) 2021-07-24T10:20Z [----] followers, [--] engagements
"$PM is top quality but $BTI valuation gap is also interesting. Less advanced in the transition to RRPs particularly HnB. Once category is established I wonder to which extent HnB share will mirror combustible performance over time"
[X Link](https://x.com/scroogecapital/status/1418879647421501440) 2021-07-24T10:24Z [----] followers, [--] engagements
"$TSLA Silicon Valley fanboys about to experience FSD thanks to $GOOG"
[X Link](https://x.com/scroogecapital/status/1430221410996211720) 2021-08-24T17:32Z [----] followers, [--] engagements
"UMG listed and up +35% at open. Congrats to Bollor and @BillAckman. To the Tontards who hated the $PSTH x UMG deal. $VIV.PA $BOL.PA $ODET.PA $PSH $PSTH"
[X Link](https://x.com/scroogecapital/status/1440215297101688839) 2021-09-21T07:24Z [----] followers, [--] engagements
"So $MA offering pretty much everyone the possibility to launch their own BNPL scheme. Lets see how long that moat lasts for those hot Fintech"
[X Link](https://x.com/scroogecapital/status/1442901448488984577) 2021-09-28T17:18Z [----] followers, [--] engagements
"Those [----] $ARKK inflows were quite something. Wonder what will happen when it reverses. Oh wait"
[X Link](https://x.com/scroogecapital/status/1446235515188097031) 2021-10-07T22:06Z [----] followers, [--] engagements
"Im watching Squid Game because all of FinTwit is watching it and its a requirement to stay on top of the meme game. After [--] episodes Im still thinking this is overrated & dont understand all the buzz around it. $NFLX moat in action just like with Bird Box"
[X Link](https://x.com/scroogecapital/status/1451880136341704704) 2021-10-23T11:56Z [----] followers, [--] engagements
"The fastest growing segment of $TWTR is stock-based compensation expenses at +42% year-over-year"
[X Link](https://x.com/scroogecapital/status/1453100236516335616) 2021-10-26T20:44Z [----] followers, [---] engagements
"It's December [----]. You're first to know that a pandemic is coming and that everyone will ride $PTON bikes. It has high NPS. You buy. [--] years later your total return is +15%. Investing is not easy and neversell doesn't apply to everything"
[X Link](https://x.com/scroogecapital/status/1471442413629677571) 2021-12-16T11:29Z [----] followers, [---] engagements
"@fundiescapital 1) $GOOG / $MSFT is a tie 2) $BTI 3) $ODET.PA"
[X Link](https://x.com/scroogecapital/status/1471750405797388291) 2021-12-17T07:53Z [----] followers, [--] engagements
"YTD: $OPEN -25% $MNDY -21% $MELI -19% $UPST -19% $SE -16% $SHOP -16% $RIVN -16% $AFRM -16% $ASAN -15% $NET -15% $TSLA -14% $DOCU -13% $ZS -13% $TEAM -13% $DDOG -12% $SNOW -10% - $ARKK -13%"
[X Link](https://x.com/scroogecapital/status/1480482104911843331) 2022-01-10T10:10Z [----] followers, [--] engagements
"Is Jeff Currie's office a good enough reason to be interested in commodities"
[X Link](https://x.com/scroogecapital/status/1486303627727851522) 2022-01-26T11:42Z [----] followers, [--] engagements
""Higher volatility is to be expected when you invest in the leading high growth stocks." Yeah dude totally normal that your stock lost 60% in [--] hours. $AMPL"
[X Link](https://x.com/scroogecapital/status/1494589476504547338) 2022-02-18T08:27Z [----] followers, [--] engagements
"Not everyone is cancelling their streaming subscription. $WBD $NFLX"
[X Link](https://x.com/scroogecapital/status/1517100642841604097) 2022-04-21T11:19Z [----] followers, [--] engagements
"A quick event-driven idea: Magnachip $MX Take-private at $29 failed to obtain regulatory approval but it received multiple bids around that level in the past. LX Group has confirmed its interest and rumors say it could have submitted a bid. https://scroogecapital.substack.com/p/quick-idea-magnachip-mxs=w https://scroogecapital.substack.com/p/quick-idea-magnachip-mxs=w"
[X Link](https://x.com/scroogecapital/status/1524396394974490625) 2022-05-11T14:29Z [----] followers, [--] engagements
"Remember when $ICE wanted to acquire $EBAY because it's a marketplace Why wouldn't they buy $POSH (it's a joke of course. or maybe not; you decide) $POSH has almost $6 of cash/share (net of funds payable to customers). Core business excluding cash only valued at $300m. Acquisition target $POSH has almost $6 of cash/share (net of funds payable to customers). Core business excluding cash only valued at $300m. Acquisition target"
[X Link](https://x.com/scroogecapital/status/1525488484298858496) 2022-05-14T14:49Z [----] followers, [--] engagements
"$JBLU going after $SAVE. $30 tender and willing to negotiate a $33/share acquisition"
[X Link](https://x.com/scroogecapital/status/1526130118107734017) 2022-05-16T09:19Z [----] followers, [--] engagements
"Updates on $CNE.LN $KSS $SAVE $RADI. https://scroogecapital.substack.com/p/weekly-highlights-june-3-2022r=6i42y&utm_medium=ios https://scroogecapital.substack.com/p/weekly-highlights-june-3-2022r=6i42y&utm_medium=ios"
[X Link](https://x.com/scroogecapital/status/1532709556429676547) 2022-06-03T13:03Z [----] followers, [--] engagements
"JetBlue submits improved superior proposal to acquire Spirit: prepayment of $1.50 per share increase break-up fee to $3.20 per share. Christie will be on CNBC in [--] minutes to claim Frontier offer is still much better. $SAVE $JBLU $ULCC"
[X Link](https://x.com/scroogecapital/status/1533770778193412096) 2022-06-06T11:20Z [----] followers, [--] engagements
"Here we go: JetBlue Modifies Superior Offer After Consultation with Shareholders Higher break-up fee increased per-payment ticking fee mechanism. $JBLU $SAVE $ULCC @MQcapital1 Only chance IMO is if $JBLU comes up with yet another higher offer. Wouldnt rule it out as they seem very determined to get this deal done. @MQcapital1 Only chance IMO is if $JBLU comes up with yet another higher offer. Wouldnt rule it out as they seem very determined to get this deal done"
[X Link](https://x.com/scroogecapital/status/1541538724726673414) 2022-06-27T21:47Z [----] followers, [--] engagements
""There is no proxy vote with regards to a JetBlue transaction" - Man who forgot that there is a tender offer waiting if his poor deal is rejected. $SAVE $JBLU $ULCC"
[X Link](https://x.com/scroogecapital/status/1542235647380946944) 2022-06-29T19:56Z [----] followers, [--] engagements
"This is why SaaS is not as great as you think. Investing through the income statement is an euphemism for screwing shareholders"
[X Link](https://x.com/scroogecapital/status/1545284569246867456) 2022-07-08T05:52Z [----] followers, [--] engagements
"$KSS $SAVE $ULCC $JBLU $MX https://scroogecapital.substack.com/p/weekly-highlights-july-9-2022r=6i42y&utm_medium=ios https://scroogecapital.substack.com/p/weekly-highlights-july-9-2022r=6i42y&utm_medium=ios"
[X Link](https://x.com/scroogecapital/status/1545769794581962752) 2022-07-09T14:00Z [----] followers, [--] engagements
"Black Monday Jim Cramer will be ringing the opening bell at the NYSE on Monday Jim Cramer will be ringing the opening bell at the NYSE on Monday"
[X Link](https://x.com/scroogecapital/status/1548052455383937025) 2022-07-15T21:10Z [----] followers, [--] engagements
"They waited for the night: JetBlue Agreement to Buy Spirit Could Be Annouced Thursday. $SAVE $JBLU @BluthCapital They know it fails. Announce it then announce they accept JetBlues superior offer @BluthCapital They know it fails. Announce it then announce they accept JetBlues superior offer"
[X Link](https://x.com/scroogecapital/status/1552573948260401152) 2022-07-28T08:37Z [----] followers, [--] engagements
"Either algos are on vacation or they consider this source unreliable but I managed to grab a sizeable $EA position at $129 or almost no premium to yesterdays closing price after this news came out. Stock up to $145 now"
[X Link](https://x.com/scroogecapital/status/1563132029297799169) 2022-08-26T11:51Z [----] followers, [--] engagements
"$AMAT close to trough valuation but what's the case for EBITDA staying around here and not be cut in half over the next two years"
[X Link](https://x.com/scroogecapital/status/1580295839410720768) 2022-10-12T20:34Z [----] followers, [--] engagements
"I was going to recycle part of the $TWTR gains into $SAVE and it has already gone up 10% in a week Maybe its time to start digging on $ATVI then although this one seems to be higher risk"
[X Link](https://x.com/scroogecapital/status/1585916303889829888) 2022-10-28T08:48Z [----] followers, [--] engagements
"Independent Franchise Partners owns 6%-7% of both $NWSA and $FOX and joins Irenic Capital pushing for $30 per share for $NWSA. Rupert has unleashed the activists"
[X Link](https://x.com/scroogecapital/status/1595717121136377862) 2022-11-24T09:53Z [----] followers, [--] engagements
"$NWSA looks like one of the best event-driven setups right now. And unlike other similar setups you are left with quality assets if it does not work. Independent Franchise Partners owns 6%-7% of both $NWSA and $FOX and joins Irenic Capital pushing for $30 per share for $NWSA. Rupert has unleashed the activists. https://t.co/Gd4wInvqzk Independent Franchise Partners owns 6%-7% of both $NWSA and $FOX and joins Irenic Capital pushing for $30 per share for $NWSA. Rupert has unleashed the activists. https://t.co/Gd4wInvqzk"
[X Link](https://x.com/scroogecapital/status/1595726567770128386) 2022-11-24T10:30Z [----] followers, [--] engagements
"A quick weekend note on $NWSA and $FOX. https://scroogecapital.substack.com/p/news-corputm_source=twitter&sd=pf https://scroogecapital.substack.com/p/news-corputm_source=twitter&sd=pf"
[X Link](https://x.com/scroogecapital/status/1596997830518140930) 2022-11-27T22:42Z [----] followers, [--] engagements
"$CAT short position about to deliver"
[X Link](https://x.com/scroogecapital/status/1604128368815116288) 2022-12-17T14:56Z [----] followers, [---] engagements
"Sold $SGEN at the bottom ($130). AMA. Pfizer to Buy Seagen for Enterprise Value of About $43 Billion $PFE $SGEN Pfizer to Buy Seagen for Enterprise Value of About $43 Billion $PFE $SGEN"
[X Link](https://x.com/scroogecapital/status/1635231542548246530) 2023-03-13T10:49Z [----] followers, [---] engagements
"$HAS at the Covid low (yellow line). Bounce or going to $0 clearly. Gambling with a small position"
[X Link](https://x.com/scroogecapital/status/1635540767182561281) 2023-03-14T07:18Z [----] followers, [----] engagements
"@viggy_krishnan @heartof_thesea @jonnyabenaim Definitely valid for $AZO But man have you seen the hidden asset value at $SHLD"
[X Link](https://x.com/scroogecapital/status/1640963889226547200) 2023-03-29T06:27Z [----] followers, [---] engagements
"Why did the used car salesman sell all of his shares $NOW"
[X Link](https://x.com/scroogecapital/status/1643871335993561089) 2023-04-06T07:00Z [----] followers, [----] engagements
"What's the bear case on $PBF At $35 share price same EV as post-Covid crash period when share was $5 3x forward P/E crack spreads likely "higher for longer". And you don't seem to be paying anything for that windfall"
[X Link](https://x.com/scroogecapital/status/1649872366737006596) 2023-04-22T20:26Z [----] followers, [----] engagements
"$SWX better mean-revert vs. $XLU"
[X Link](https://x.com/scroogecapital/status/1654175132108062730) 2023-05-04T17:24Z [----] followers, [---] engagements
"@InnocenceCapit1 Remains to be seen whether it is much better than some of those names or yet another $TSLA-type fad I think a multi-hundred billion mcap business that struggles to consistently generate meaningful FCF is problematic"
[X Link](https://x.com/scroogecapital/status/1661656618273058819) 2023-05-25T08:53Z [----] followers, [--] engagements
""National Amusements is open to exploring strategic opportunities for Paramount". The likely Buffett thesis about to play out $PARA https://www.wsj.com/articles/paramount-global-controlling-shareholder-gets-125-million-cash-infusion-9e155340st=iqkhbs3dj8377j8 https://www.wsj.com/articles/paramount-global-controlling-shareholder-gets-125-million-cash-infusion-9e155340st=iqkhbs3dj8377j8"
[X Link](https://x.com/scroogecapital/status/1661838334472101912) 2023-05-25T20:55Z [----] followers, [----] engagements
"@RobEducated Sell the whole things or the parts. They are challenged but there aren't that many free radicals if you want to get your hands on a movie studio and library of content. $AMZN paid close to $9B for MGM"
[X Link](https://x.com/scroogecapital/status/1661840332638527503) 2023-05-25T21:03Z [----] followers, [---] engagements
"People forget. $CSCO provided the plumbing for a revolution that was way more important than AI. Look at these excerpts from their [----] annual report. But surely AI is different This is a chart of $T Telecom was THE PLACE to be during the internet bubble of [--] - [--]. It wasn't as headline worthy as MSFT/CSCO/ORCL but telecom was how everyone was going to connect to the internet (ergo: unlimited demand). This is $NVDA's destiny as a company.eventually. https://t.co/bqeepWcNRZ This is a chart of $T Telecom was THE PLACE to be during the internet bubble of [--] - [--]. It wasn't as headline worthy as"
[X Link](https://x.com/scroogecapital/status/1661841612152905757) 2023-05-25T21:08Z [----] followers, [----] engagements
"@sinstockpapi @NotChaseColeman Thank god $PM is an AI play though"
[X Link](https://x.com/scroogecapital/status/1661844658908012545) 2023-06-12T18:16Z [----] followers, [---] engagements
"How is $JPM down 0.4% pre-market after announcing a ChatGPT-like service https://www.cnbc.com/2023/05/25/jpmorgan-develops-ai-investment-advisor.html https://www.cnbc.com/2023/05/25/jpmorgan-develops-ai-investment-advisor.html"
[X Link](https://x.com/scroogecapital/status/1662029272830099463) 2023-05-26T09:33Z [----] followers, [---] engagements
"Something tells me that all the fucktards that were chasing AI narratives $NVDA at 200x sales and other big tech names are now going to rotate to small and mid caps"
[X Link](https://x.com/scroogecapital/status/1666537662608551936) 2023-06-07T20:08Z [----] followers, [--] engagements
"The $MANU saga is this year's $TWTR. Every day you get contradictory news except this time all coming from tabloids that contradict their own reporting at a couple of hours interval"
[X Link](https://x.com/scroogecapital/status/1667089201412620291) 2023-06-09T08:40Z [----] followers, [--] engagements
"$COIN back to where it traded before being sued by the SEC. Efficient market hypothesis alive and well"
[X Link](https://x.com/scroogecapital/status/1667172788728217603) 2023-06-09T14:12Z [----] followers, [----] engagements
"$RCL up 87% on the year because of recession fears EV at all-time high with 2x the net debt compared to pre-Covid"
[X Link](https://x.com/scroogecapital/status/1667173350177755136) 2023-06-09T14:14Z [----] followers, [--] engagements
"@puppyeh1 Upside vs. downside more favorable than $TWTR but lower odds of positive outcome. Rational decision is clear here but dont count on rationality from the potential seller"
[X Link](https://x.com/scroogecapital/status/1668248062639185922) 2023-06-12T13:25Z [----] followers, [---] engagements
"Is $CVS going to $0"
[X Link](https://x.com/scroogecapital/status/1669209767045222400) 2023-06-15T05:06Z [----] followers, [----] engagements
"Reminds me of $ZM. Every WS bro missed that Teams was replacing it everywhere. Just like they are now missing that companies are restricting access to AI tools for confidentiality reasons. These chatbots are all that the AI bubble has to offer"
[X Link](https://x.com/scroogecapital/status/1669287074749456384) 2023-06-15T10:13Z [----] followers, [--] engagements
"Weekend due diligence $PM"
[X Link](https://x.com/scroogecapital/status/1670023239106428928) 2023-06-17T10:59Z [----] followers, [----] engagements
"Is it me or $CVS has become one of the best opportunities in the market right now"
[X Link](https://x.com/scroogecapital/status/1670024844925190146) 2023-06-17T11:05Z [----] followers, 68.5K engagements
"Watch out $UTHR. We are coming for you"
[X Link](https://x.com/scroogecapital/status/1670025444488298496) 2023-06-17T11:07Z [----] followers, [----] engagements
"@oracleof90402 @jcobbz7 Plus how much runway is there for that concept outside of the US compared to $CMG Probably limited"
[X Link](https://x.com/scroogecapital/status/1670063185196359681) 2023-06-17T13:37Z [----] followers, [--] engagements
"@WealthOrDie No but as far as I know + performance where they are present $PM proposition is more appealing. Becoming a better experience with all the tastes sexier product mind share"
[X Link](https://x.com/scroogecapital/status/1670067094426140675) 2023-06-17T13:53Z [----] followers, [---] engagements
"Long/Short works but in reverse. $RCL $BKNG"
[X Link](https://x.com/scroogecapital/status/1675034484524064771) 2023-07-01T06:51Z [----] followers, [----] engagements
"If you bought "real AI" and shorted "fake AI" you would be down YTD. $NVDA $AI"
[X Link](https://x.com/scroogecapital/status/1675035223271120896) 2023-07-01T06:54Z [----] followers, [---] engagements
"Why the divergence between two retail favorites exposed to the same theme with the better name getting killed YTD $SHOP $ETSY"
[X Link](https://x.com/scroogecapital/status/1675037447137181698) 2023-07-01T07:03Z [----] followers, [---] engagements
"Remember when Buffett was stupid to play the $ATVI merger arb"
[X Link](https://x.com/scroogecapital/status/1678826074333933579) 2023-07-11T17:58Z [----] followers, 30.1K engagements
".@chamath marked the SPAC bubble top with his shirtless-chicken-legs picture so could this be the top for $META after its incredible run"
[X Link](https://x.com/scroogecapital/status/1678870543582343168) 2023-07-12T01:06Z [----] followers, [----] engagements
"@AdamB1438 $PYPL $MKTX $KSS $ETSY $MTCH just to name a few Decent quality in there"
[X Link](https://x.com/scroogecapital/status/1679458477276643329) 2023-07-13T11:51Z [----] followers, [---] engagements
"$WBD Barbie passes $1.2 billion. Margot Robbies legs generated more FCF post SBC than 96% of listed software companies. https://t.co/JkuRbX4B3P Barbie passes $1.2 billion. Margot Robbies legs generated more FCF post SBC than 96% of listed software companies. https://t.co/JkuRbX4B3P"
[X Link](https://x.com/scroogecapital/status/1692163320478884317) 2023-08-17T13:15Z [----] followers, [----] engagements
"$PYPL is not like $META according to accounts that always knew $META was the world's best business going through minor issues like TikTok Apple IDFA and Zuck lighting money on fire in the metaverse. At least that's what they think at $300 after throwing in the towel at $90"
[X Link](https://x.com/scroogecapital/status/1692165615782367510) 2023-08-17T13:24Z [----] followers, [----] engagements
"Out of $HAS now +42% in [--] months. Still cheap though May reassess. Should have made it much bigger obviously. $HAS at the Covid low (yellow line). Bounce or going to $0 clearly. Gambling with a small position. https://t.co/rL1BUB71RR $HAS at the Covid low (yellow line). Bounce or going to $0 clearly. Gambling with a small position. https://t.co/rL1BUB71RR"
[X Link](https://x.com/scroogecapital/status/1694074950678659114) 2023-08-22T19:51Z [----] followers, [----] engagements
"It feels like $MTCH and $PYPL are one better than feared print away from a $NFLX and $META-type run"
[X Link](https://x.com/scroogecapital/status/1694079245729812559) 2023-08-22T20:09Z [----] followers, 34.9K engagements
"@InnocenceCapit1 @compound100x Very true but same was true for $CSCO in '00. They were building the Internet infrastructure while $NVDA is building the AI infrastructure. $CSCO P/E went from 150x LTM to 70x NTM while stock reached ATH; and subsequently declined 80% despite flattish revenues"
[X Link](https://x.com/scroogecapital/status/1694614931662921829) 2023-08-24T07:37Z [----] followers, [---] engagements
"Ill make a call (and delete it if wrong): that post ER spike to $510 was the top for $NVDA and the chart will end up looking like $CSCO in [----] (or $ZM more recently). Hard to see how this is not a massive pull forward driven by everyone suddenly losing their mind around AI"
[X Link](https://x.com/scroogecapital/status/1695011734497423815) 2023-08-25T09:54Z [----] followers, [----] engagements
"Glazers have to be thinking about the downside of holding and delaying here after this wonderful start of the season. $MANU"
[X Link](https://x.com/scroogecapital/status/1703718189056548901) 2023-09-18T10:30Z [----] followers, [----] engagements
"European disruptor Adyen: negative 5-year returns. Another growth stock that made many look smart and then went horribly wrong"
[X Link](https://x.com/scroogecapital/status/1705136210019074479) 2023-09-22T08:25Z [----] followers, [----] engagements
"When you log-in to your account and one of your shitco gets taken out. $CHS"
[X Link](https://x.com/scroogecapital/status/1707373463575416972) 2023-09-28T12:35Z [----] followers, [----] engagements
"After $CPRI $CHS now $DLA. They know fashion retailers are too cheap"
[X Link](https://x.com/scroogecapital/status/1708961986082377771) 2023-10-02T21:47Z [----] followers, [----] engagements
"@wabuffo @pekwat The stock market or [--] stocks The indices viewed as the most economically sensitive are still around the same level they were at the end of last year (Dow R2K). Only Mag [--] have rallied massively. On the contrary I think equities are trading on recession fears"
[X Link](https://x.com/scroogecapital/status/1709918743982153778) 2023-10-05T13:09Z [----] followers, [---] engagements
"Is $LMT also going to get disrupted by Ozempic"
[X Link](https://x.com/scroogecapital/status/1710395765841957177) 2023-10-06T20:45Z [----] followers, [----] engagements
"@kingkang80 Same as every week: $TSLA $NVDA $AAPL $GOOG $AMZN $MSFT $META. These will be the only stocks up next week and next and next"
[X Link](https://x.com/scroogecapital/status/1710397493228286133) 2023-10-06T20:51Z [----] followers, [---] engagements
"$RTN.LN - Another one of my holdings taken out Third one this year and a cool +70% in a couple of months. Everyone fighting to buy Mag [--] but there are a ton of cheap names out there and someone somewhere is seeing it"
[X Link](https://x.com/scroogecapital/status/1712366525896651172) 2023-10-12T07:16Z [----] followers, 14.9K engagements
"@kab604 Think $DLA $KSS $PLCE $SPWH $FTCH $MITK could fit the bill"
[X Link](https://x.com/scroogecapital/status/1712383060216328284) 2023-10-12T08:21Z [----] followers, [---] engagements
"Nobel laureate claims inflation is over when looking at the price of everything excluding everything people spend money on"
[X Link](https://x.com/scroogecapital/status/1712539904276836687) 2023-10-12T18:45Z [----] followers, [----] engagements
"How the fuck is this dude CEO of a company. He cannot even articulate what he does and who his customers are. Just spitting out BS. Birkenstock were just sandals for grandmas that have become sandals for hipsters. But for how long"
[X Link](https://x.com/scroogecapital/status/1712797690021490702) 2023-10-13T11:49Z [----] followers, [----] engagements
"We are at the stage of the bull market where we expect the $ATVI deal closing to prop up markets because passive money will be reinvested into other names"
[X Link](https://x.com/scroogecapital/status/1712835616310693948) 2023-10-13T14:20Z [----] followers, [----] engagements
"Is $MTCH another Ozempic victim Like no one will ever need to date again because of less breakups due to your fat husband/wife becoming skinny"
[X Link](https://x.com/scroogecapital/status/1713149555682816356) 2023-10-14T11:07Z [----] followers, [----] engagements
"Probably time to dip my toes in $HAS again. Out of $HAS now +42% in [--] months. Still cheap though May reassess. Should have made it much bigger obviously. Out of $HAS now +42% in [--] months. Still cheap though May reassess. Should have made it much bigger obviously"
[X Link](https://x.com/scroogecapital/status/1713150696571191386) 2023-10-14T11:12Z [----] followers, [----] engagements
"Its actually quite funny that the Ozempic narrative hasnt hit $SBUX yet because this one of the top crappy sugary drink seller out there"
[X Link](https://x.com/scroogecapital/status/1713989246850085272) 2023-10-16T18:44Z [----] followers, 30.8K engagements
"@Sleepysolcap Im seeing down 6% YTD and pretty much flat over the last couple of months when everything else Ozempic-related sold off at least 10%"
[X Link](https://x.com/scroogecapital/status/1713991406262370379) 2023-10-16T18:52Z [----] followers, [--] engagements
"Didnt you know stocks offer risk-free returns At least compared to bonds"
[X Link](https://x.com/scroogecapital/status/1714596495683375512) 2023-10-18T10:57Z [----] followers, [----] engagements
"One day to go for all that passive $ATVI money to flood the market and push $QQQ to ATH"
[X Link](https://x.com/scroogecapital/status/1715346155750428715) 2023-10-20T12:36Z [----] followers, [----] engagements
"What will be Copilots TAM when every company in the world realises this is a useless piece of shit gizmo that their employees play with once in a while to generate a couple of nonsensical emails $MSFT"
[X Link](https://x.com/scroogecapital/status/1717410483202936988) 2023-10-26T05:19Z [----] followers, [---] engagements
"@valuations_ Trashiest names Not saying those are the best names but $PFE down 40% YTD $CRL / $IQV / $DHR down 20% in approx. [--] month banks getting killed profitable small/mid caps getting killed $PYPL / $MTCH down 30% and 15% on the year and lower than Oct22 lows etc"
[X Link](https://x.com/scroogecapital/status/1717412564794024157) 2023-10-26T05:27Z [----] followers, [---] engagements
"Funny how now $META was the most obvious long last year when it kept dropping and dropping. Its like Zuck renaming employees Metamates and lighting money on fire on the metaverse never happened"
[X Link](https://x.com/scroogecapital/status/1717417515221962860) 2023-10-26T05:46Z [----] followers, [---] engagements
"The market may not be crashing but my portfolio sure is"
[X Link](https://x.com/scroogecapital/status/1717924831406985707) 2023-10-27T15:22Z [----] followers, [----] engagements
"@valuations_ @hackcelerity Just a couple and there are many more like this. Its not all small caps or trash"
[X Link](https://x.com/scroogecapital/status/1718266180006244730) 2023-10-28T13:59Z [----] followers, [---] engagements
"@WaterworldCapi1 Couple of names that make it look like GFC [---] is on. Not always hair-free but valuations look ridiculous in some cases. $EXPE (and why not $TRIP) $MTCH $PYPL $HAS $BTI $CVS $PRFT $MITK $WLN.PA $ETSY"
[X Link](https://x.com/scroogecapital/status/1718578954699706515) 2023-10-29T10:42Z [----] followers, [----] engagements
"$EL is a disaster back to prices last seen in [----]. Pretty crazy given LOreal performance and their relative positioning. Remember when people were happily paying [--] times earnings for this and thought it would compound 20+% a year"
[X Link](https://x.com/scroogecapital/status/1719676326234275851) 2023-11-01T11:22Z [----] followers, 40.8K engagements
"@sleepingbear84 $UTHR sounding like they already are admitting defeat"
[X Link](https://x.com/scroogecapital/status/1721771687878828171) 2023-11-07T06:08Z [----] followers, [---] engagements
"Some of the names I am watching for [----]. Above average businesses at trough valuations (and low absolute valuations) with mostly negative returns YTD and 5-year total return CAGR. Any other interesting ideas that fit this profile"
[X Link](https://x.com/scroogecapital/status/1722921952593985755) 2023-11-10T10:19Z [----] followers, [----] engagements
"@pradeeepk Thanks $ETSY is in my radar as well but feel better about $EBAY for broadly similar growth. $C as well but still scared to own this but agree it looks very cheap"
[X Link](https://x.com/scroogecapital/status/1722957723862491503) 2023-11-10T12:41Z [----] followers, [---] engagements
"How is $KLIC close to ATH with revenues dropping 50% margins contracting guidance for next Q well below estimates and earnings estimates in freefall for past [--] months"
[X Link](https://x.com/scroogecapital/status/1725499705109475365) 2023-11-17T13:02Z [----] followers, [----] engagements
"@Sleepysolcap Why would minorities sue if tender is for 25% from Glazers + 25% from minorities Seems fair no $33 doesnt make much sense given all rumours about Qatar bid and SJR valuation though"
[X Link](https://x.com/scroogecapital/status/1726207571512455453) 2023-11-19T11:55Z [----] followers, [--] engagements
"Never a good sign when your counsel yells at the judge. $UTHR $LQDA"
[X Link](https://x.com/scroogecapital/status/1731726009718731203) 2023-12-04T17:23Z [----] followers, [----] engagements
"Need to release my [----] large cap picks early before they all rip to ATH before end of the month: $PYPL $MTCH $WBD $BATS $AAP $HAS $BABA $JD $KVUE $PFE Subs: $CPNG $VZ $KSS around $20 $ETSY around $70"
[X Link](https://x.com/scroogecapital/status/1737203195552715093) 2023-12-19T20:08Z [----] followers, [----] engagements
"Pair with short $UTHR"
[X Link](https://x.com/scroogecapital/status/1737583237034049543) 2023-12-20T21:18Z [----] followers, [---] engagements
"@invertedfragil1 Exactly; great acquisition target now that legal uncertainty is behind them"
[X Link](https://x.com/anyuser/status/1737591492787728805) 2023-12-20T21:51Z [--] followers, [---] engagements
"Time to short $SHOP again"
[X Link](https://x.com/scroogecapital/status/1737956633832042946) 2023-12-21T22:02Z [----] followers, [----] engagements
"Last year or so this dude was posting a photo of a Lambo or something. Now driving an Alfa Romeo. Tough year for value investors https://t.co/5pMimo3QMH https://t.co/5pMimo3QMH"
[X Link](https://x.com/scroogecapital/status/1738109000758026408) 2023-12-22T08:07Z [----] followers, [----] engagements
"$MTCH bear case. I have two sisters. They are both single. Another Holiday is approaching with no brother-in-laws in sight. We need to change that. The girl on the far left is my wife - shes not looking for a boyfriend (at least I dont think so). [--] Year Old Sister - far right. https://t.co/RID467r7Vt I have two sisters. They are both single. Another Holiday is approaching with no brother-in-laws in sight. We need to change that. The girl on the far left is my wife - shes not looking for a boyfriend (at least I dont think so). [--] Year Old Sister - far right. https://t.co/RID467r7Vt"
[X Link](https://x.com/scroogecapital/status/1738126344058204651) 2023-12-22T09:16Z [----] followers, [----] engagements
"Up only 3% so market agrees so far. Think this could be a good trade again as whats left is trading at average historical price pre-strategic alternatives announcement and there is a catalyst if Ratcliffe provides more info on path for full ownership. $MANU deal officially announced. Will be interesting to see where it trades. I see a lot of mid-$20s forecasts but wouldnt be surprised if it stayed around where it is today essentially valuing the non-tendered shares where they were trading before this mess. https://t.co/Fv7dCWm1a1 $MANU deal officially announced. Will be interesting to see"
[X Link](https://x.com/scroogecapital/status/1739905500148355148) 2023-12-27T07:06Z [----] followers, [----] engagements
"End of the AI narrative incoming. Because everyone is about to experience how bad and useless Copilot is. $MSFT"
[X Link](https://x.com/scroogecapital/status/1743335107400774090) 2024-01-05T18:14Z [----] followers, [---] engagements
"$MTCH Elliott Investment Management has built a big stake in Match Group and plans to push the online-dating company to take steps to boost its languishing stock https://t.co/3FZ3bPByte Elliott Investment Management has built a big stake in Match Group and plans to push the online-dating company to take steps to boost its languishing stock https://t.co/3FZ3bPByte"
[X Link](https://x.com/scroogecapital/status/1744610404666392670) 2024-01-09T06:41Z [----] followers, [---] engagements
"Lots of takes on $SAVE. Hard to know for sure given volatility but truth is market was pricing at best 40% chance of deal closing. Anyone thinking odds were significantly above that (and those who bet on it thought they were) was probably right to be long"
[X Link](https://x.com/anyuser/status/1747869008219517074) 2024-01-18T06:30Z [--] followers, [---] engagements
"@akramsrazor Are they easy because we know where they trade today though What are the easy investments today"
[X Link](https://x.com/scroogecapital/status/1748686264134480171) 2024-01-20T12:37Z [----] followers, [---] engagements
"So one of the most-followed businesses in the world by far and that is at ATH after a linear ramp from the bottom is casually up more than 20% after earnings How is that even possible"
[X Link](https://x.com/scroogecapital/status/1753475129365950786) 2024-02-02T17:47Z [----] followers, [---] engagements
"@PythiaR Very different valuations though. $META @ $90 was a no brainer as it was priced as a tobacco company"
[X Link](https://x.com/scroogecapital/status/1753732351438307455) 2024-02-03T10:49Z [----] followers, [---] engagements
"Automated reminders from IT to use our Copilot licenses otherwise it will be revoked. I guess no one is using this trash. $MSFT"
[X Link](https://x.com/scroogecapital/status/1755498800674689300) 2024-02-08T07:48Z [----] followers, [---] engagements
"Finally $TRIP $LTRPA Hey @gregmaffei - isn't it time to run a process and put $TRIP out of its misery Management execution and capital allocation have all been absolutely horrendous. Time to hand over the keys. Hey @gregmaffei - isn't it time to run a process and put $TRIP out of its misery Management execution and capital allocation have all been absolutely horrendous. Time to hand over the keys"
[X Link](https://x.com/scroogecapital/status/1758215932105654583) 2024-02-15T19:45Z [----] followers, [----] engagements
"Another day of selling everything to buy even more $SMCI and $NVDA"
[X Link](https://x.com/scroogecapital/status/1764672720682250662) 2024-03-04T15:22Z [----] followers, [----] engagements
"We also buy $WING because chicken wings are also an AI trade"
[X Link](https://x.com/scroogecapital/status/1764675508183105953) 2024-03-04T15:33Z [----] followers, [---] engagements
"@WaterworldCapi1 You may not agree with the specific names but $PYPL $MTCH big pharma names $EBAY $MITK . Not going to mention China big tech at mid-single PE but you could throw that in with old darlings like $DOCU $ETSY etc that don't look that bad yet trade like shit"
[X Link](https://x.com/scroogecapital/status/1764691785098437074) 2024-03-04T16:38Z [----] followers, [---] engagements
"$NVDA $SMCI $AMD $DELL $WING"
[X Link](https://x.com/scroogecapital/status/1766142217138160105) 2024-03-08T16:41Z [----] followers, [---] engagements
"$LQDA - Not surprising after this earnings call"
[X Link](https://x.com/scroogecapital/status/1768279400137511083) 2024-03-14T14:13Z [----] followers, [---] engagements
"Also Yann LeCun is the OG of AI. Dude was on it [--] years before CEOs and Wall Street analysts suddenly discovered this word. Well with $META AI Chief's interview on the FT things have just got more interesting Add the upcoming Spaces to your Calendar https://t.co/Bs7vjt7dDM Well with $META AI Chief's interview on the FT things have just got more interesting Add the upcoming Spaces to your Calendar https://t.co/Bs7vjt7dDM"
[X Link](https://x.com/scroogecapital/status/1793983426523222491) 2024-05-24T12:32Z [----] followers, [---] engagements
"Martine throwing more spaghetti at the wall. How much more worried about profits can a public benefit corporation be They seem pretty desperate given how superior they claim their product is. $UTHR $LQDA"
[X Link](https://x.com/scroogecapital/status/1796822217956749646) 2024-06-01T08:32Z [----] followers, [----] engagements
"Rossigno left $UTHR in [----] and his position in research even before that (2000) and joined $LQDA in [----]. Whats [--] years"
[X Link](https://x.com/scroogecapital/status/1796823018829668507) 2024-06-01T08:36Z [----] followers, [----] engagements
"Emergency rate cut cancelled"
[X Link](https://x.com/scroogecapital/status/1821530327027798317) 2024-08-08T12:54Z [----] followers, [---] engagements
"Back in $EL to complete the trifecta with $ULTA and $NKE. When this turns the pod boys will bid it to infinity. Just dumped my $EL position. Compounder bros told me to #neversell but 50x [----] earnings feels a bit pricey for 10-15% EPS growth. Better value elsewhere. Just dumped my $EL position. Compounder bros told me to #neversell but 50x [----] earnings feels a bit pricey for 10-15% EPS growth. Better value elsewhere"
[X Link](https://x.com/scroogecapital/status/1824001372406026642) 2024-08-15T08:33Z [----] followers, [----] engagements
"Paris [----] Games were incredible. Love my American friends but how did you end-up thinking that a private concert on a beach with a has-been rapper and a girl twerking was the best way to kick-off LA 2028"
[X Link](https://x.com/scroogecapital/status/1824007364430717051) 2024-08-15T08:56Z [----] followers, [---] engagements
"@tclaugus2 Why $DLTR over $DG"
[X Link](https://x.com/scroogecapital/status/1831752443593662646) 2024-09-05T17:53Z [----] followers, [---] engagements
"All fair points but wondering if $DG really is broken Still posting positive SSS despite lower tickets so traffic seems robust Is it worth a look here"
[X Link](https://x.com/scroogecapital/status/1831753202720784502) 2024-09-05T17:56Z [----] followers, [----] engagements
"@tclaugus2 Thanks makes sense. Im not too familiar with those businesses but if pressure is due to Amazon/Temu I would assume that $DG is more insulated. If its Walmart then its a different story"
[X Link](https://x.com/scroogecapital/status/1831763744281784332) 2024-09-05T18:38Z [----] followers, [---] engagements
"Whats going on with $AAP gross margins Management attributes this to pricing actions to align with competitors but how can there be a [----] bps gap Distribution network that awful"
[X Link](https://x.com/scroogecapital/status/1832013053711331377) 2024-09-06T11:08Z [----] followers, [---] engagements
""This merger would harm middle class women". $CPRI $TPR FTC lawyer: The court will hear from Mr Kors himself. Michael Kors is not a failing brand. Tapestry wants its data - it would scramble the eggs. This merger would harm working class and middle class women FTC lawyer: The court will hear from Mr Kors himself. Michael Kors is not a failing brand. Tapestry wants its data - it would scramble the eggs. This merger would harm working class and middle class women"
[X Link](https://x.com/scroogecapital/status/1833179130289856978) 2024-09-09T16:22Z [----] followers, [----] engagements
"This market is wild. Some stocks of large established companies imploding while stalwarts that no one wanted to touch suddenly ripping higher after years of stagnation. Exhibit A: $JACK $AAP $FIVE $INTC $ULTA $LW $EL $CVS Exhibit B: $ULVR $BTI $PM $MO $WMT $KO $CL"
[X Link](https://x.com/scroogecapital/status/1833551711618625997) 2024-09-10T17:02Z [----] followers, [----] engagements
"@philoinvestor Why now Many of those left behind last year during the quality bid and recession / Fed cuts have been anticipated for like [--] years now"
[X Link](https://x.com/scroogecapital/status/1833552873377959974) 2024-09-10T17:07Z [----] followers, [--] engagements
"Discretionary spending momentum turning positive right when the Fed is starting to cut. LFG"
[X Link](https://x.com/scroogecapital/status/1834275878542397613) 2024-09-12T17:00Z [----] followers, [---] engagements
"$FIVE up 50% from the lows a month ago"
[X Link](https://x.com/scroogecapital/status/1834590844143165752) 2024-09-13T13:51Z [----] followers, [---] engagements
"A great win for @POTUS and his @JusticeDept_RP $SAVE"
[X Link](https://x.com/scroogecapital/status/1841957355505992007) 2024-10-03T21:43Z [----] followers, 16.7K engagements
"@bizalmanac @PythiaR @analisesdomf Arent you concerned that all of his kids were given leadership positions at LVMH fresh out of school"
[X Link](https://x.com/scroogecapital/status/1846406151442772216) 2024-10-16T04:21Z [----] followers, [---] engagements
"@bizalmanac @PythiaR @analisesdomf Anecdotal of course but the most capable of his sons also bought the top of the NFT bubble 😠https://www.voguebusiness.com/technology/tiffanys-alexandre-arnault-joins-the-nft-cryptopunks-community https://www.voguebusiness.com/technology/tiffanys-alexandre-arnault-joins-the-nft-cryptopunks-community"
[X Link](https://x.com/scroogecapital/status/1846407408844693864) 2024-10-16T04:26Z [----] followers, [---] engagements
"@bizalmanac @PythiaR @analisesdomf Not sure. They havent done anything in life before dad got them all a job. I doubt they have BAs talent and dedication (heard bad things on one of them). BA walks around Bon March every Saturday morning Alexandre jumps on cryptopunks just when dad says its a bubble"
[X Link](https://x.com/scroogecapital/status/1846411238324007028) 2024-10-16T04:41Z [----] followers, [--] engagements
"$EL is a shitshow. Interesting to see market reaction vs. say $SBUX that everyone is bidding despite a horrendous print and maybe worse issues. Maybe because of the new CEO"
[X Link](https://x.com/scroogecapital/status/1851993155060597064) 2024-10-31T14:22Z [----] followers, [----] engagements
"$WBD up 70% in [--] week-end on no (real) news"
[X Link](https://x.com/scroogecapital/status/1867263534976979345) 2024-12-12T17:41Z [----] followers, [----] engagements
"Listened to a @saylor interview and realised why it feels a little less bubbly than [----]. The grifters don't even try to pretend anymore"
[X Link](https://x.com/scroogecapital/status/1869106767663398992) 2024-12-17T19:45Z [----] followers, [----] engagements
"Pretty crazy that the next US Government talks about annexing other countries and openly supports far right populists all over the world and everyone seems to find it normal Or is it just Elon that tweaked the algo to feed us this garbage"
[X Link](https://x.com/scroogecapital/status/1877253158465921166) 2025-01-09T07:16Z [----] followers, [----] engagements
"Freda bet everything on China and it worked until it didnt. $EL still has strong brands and can be fixed not sure new CEO is a great choice though share loss further margin declines distressed asset sales crap leadership low FCF Massive debt what a mess. How did Fabrizio freda fuck this up so bad https://t.co/J5Y7MxS7n8 share loss further margin declines distressed asset sales crap leadership low FCF Massive debt what a mess. How did Fabrizio freda fuck this up so bad https://t.co/J5Y7MxS7n8"
[X Link](https://x.com/scroogecapital/status/1887745099938873365) 2025-02-07T06:07Z [----] followers, [----] engagements
"@BillAckman @elonmusk Havent you been reaching lower lows since a couple of weeks By you I mean the US but also YOU with that $HHH offer (and many other reasons)"
[X Link](https://x.com/scroogecapital/status/1897510545290383517) 2025-03-06T04:52Z [----] followers, [---] engagements
"How likely is it than @elonmusk steps down from $TSLA CEO position before year-end because his newfound love for totalitarianism is killing the brand and putting the mission at risk"
[X Link](https://x.com/scroogecapital/status/1897517844104925219) 2025-03-06T05:21Z [----] followers, [---] engagements
"I've an idea - let's bid this garbage to infinity and then dump it all at once. $WING $PLTR $MSTR $DUOL $CVNA $CAVA $RRDT $TSLA $APP $TTD"
[X Link](https://x.com/scroogecapital/status/1899144908247601296) 2025-03-10T17:06Z [----] followers, [----] engagements
"President Retard strikes again. The smart one Bessent has no clue about whats happening and still thinks this is great. What a mess. To illustrate just how nonsensically these tariffs were calculated take the example of Lesotho one of the poorest countries in Africa with just $2.4 billion in annual GDP which is being struck with a 50% tariff rate under the Trump plan the highest rate among all countries on To illustrate just how nonsensically these tariffs were calculated take the example of Lesotho one of the poorest countries in Africa with just $2.4 billion in annual GDP which is being"
[X Link](https://x.com/scroogecapital/status/1907666958901756363) 2025-04-03T05:30Z [----] followers, [---] engagements
"Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC"
[X Link](https://x.com/scroogecapital/status/1908059429355823544) 2025-04-04T07:29Z [----] followers, [----] engagements
"$VSCO +19% intraday on that Vietnam news. Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC"
[X Link](https://x.com/scroogecapital/status/1908212507656765481) 2025-04-04T17:38Z [----] followers, [---] engagements
"@compoundpapi Apparel. $VSCO already did on Friday; I like $AEO and $VFC too. Perhaps O&G as well"
[X Link](https://x.com/scroogecapital/status/1909168769810760058) 2025-04-07T08:58Z [----] followers, [---] engagements
"@benbstwits By the way can coffee grow in the US How are those 100% tariffs going to work for $sbux"
[X Link](https://x.com/scroogecapital/status/1909313516512616950) 2025-04-07T18:33Z [----] followers, [--] engagements
"@puppyeh1 Not sure we go that far on 1) and 2) but agree with the rest. Tariffs became a negotiation after being non negotiable Bessent taking the lead vs. the other clowns Musk speaking against it so first signs of reversing this circus are there"
[X Link](https://x.com/scroogecapital/status/1909845594169893050) 2025-04-09T05:47Z [----] followers, [----] engagements
"Is $PFE going to $0"
[X Link](https://x.com/scroogecapital/status/1909966999523828047) 2025-04-09T13:49Z [----] followers, [---] engagements
"$VSCO back to pre-tariffs announcement levels and up 35% from the lows. Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC"
[X Link](https://x.com/scroogecapital/status/1910210333160915070) 2025-04-10T05:56Z [----] followers, [----] engagements
"Whats the bear case on $PFE Trading at tobacco valuations when they make Viagra"
[X Link](https://x.com/scroogecapital/status/1910226933817688085) 2025-04-10T07:02Z [----] followers, [----] engagements
"@AdamB1438 @rev_cap 100% dont think he ever believed a word of that realignment Main Street vs. Wall Street etc"
[X Link](https://x.com/scroogecapital/status/1913977858084462618) 2025-04-20T15:27Z [----] followers, [--] engagements
"What was so exciting about $AAP earnings"
[X Link](https://x.com/scroogecapital/status/1925621289412133234) 2025-05-22T18:34Z [----] followers, [---] engagements
"Available at the bargain price of 80x earnings. What could possibly go wrong I added $FICO to my watchlist after the selloff.I'll admit I'm surprised to see no bounce back.doesn't mean this can't go higher but looks like real concerns for future earnings.hmm anyone buying today https://t.co/aWQzdYnIfC I added $FICO to my watchlist after the selloff.I'll admit I'm surprised to see no bounce back.doesn't mean this can't go higher but looks like real concerns for future earnings.hmm anyone buying today https://t.co/aWQzdYnIfC"
[X Link](https://x.com/scroogecapital/status/1925621670963732741) 2025-05-22T18:35Z [----] followers, [----] engagements
"Is this good news for $LQDA @AlphaHunte79332 https://t.co/IMj0qIOIFW @AlphaHunte79332 https://t.co/IMj0qIOIFW"
[X Link](https://x.com/scroogecapital/status/1948053119461376397) 2025-07-23T16:10Z [----] followers, [----] engagements
"Thesis creep: from TACO to Sydney Sweeneys ass. $AEO Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC"
[X Link](https://x.com/scroogecapital/status/1948267685646569709) 2025-07-24T06:23Z [----] followers, [----] engagements
"Weve had accelerating uptake over time () each week seems to be a little bit better than the one before. $LQDA"
[X Link](https://x.com/scroogecapital/status/1955258050383606002) 2025-08-12T13:20Z [----] followers, [----] engagements
"We have seen switches () we have been surprised with the volume of those 🧨 $UTHR is cooked"
[X Link](https://x.com/scroogecapital/status/1955259427172344218) 2025-08-12T13:25Z [----] followers, [---] engagements
"Vocal shorts changing side. Let them squeeze. Just wondering how long $UTHR will wait before throwing a desperate bid. $LQDA - super strong. Has blown past expectations - a lot of upside. I was skeptical here for a while. Follow the numbers . this one should do well👀 $LQDA - super strong. Has blown past expectations - a lot of upside. I was skeptical here for a while. Follow the numbers . this one should do well👀"
[X Link](https://x.com/scroogecapital/status/1955286259674316815) 2025-08-12T15:12Z [----] followers, [----] engagements
"I learnt about Firefly in @BillBrewsterSCG podcast episode with @kcerminara. And now just found out that my man John Elkann is involved through Exor Seeds $EXO.MI 🤯"
[X Link](https://x.com/scroogecapital/status/1388584639552499712) 2021-05-01T20:02Z [----] followers, [--] engagements
"@PandaValue @BillBrewsterSCG @kcerminara Not sure if its new as I dont pay too much attention to Seeds and wasnt aware of Firefly before the pod but found it browsing through the portfolio companies. https://www.exor.com/pages/companies-investments/investments/seeds https://www.exor.com/pages/companies-investments/investments/seeds"
[X Link](https://x.com/scroogecapital/status/1388595931105406977) 2021-05-01T20:47Z [----] followers, [--] engagements
"@WillPan23822266 @phoenixvalue If you can buy on Euronext $RMS.PA thats what I would do"
[X Link](https://x.com/scroogecapital/status/1396072990551560192) 2021-05-22T11:58Z [----] followers, [--] engagements
"Value investing vs. SPAC investing $PSTH $BOL.PA $ODET.PA $VIV.PA"
[X Link](https://x.com/scroogecapital/status/1401101512705773569) 2021-06-05T09:00Z [----] followers, [--] engagements
"LVMH investor field trip & channel check. $MC.PA $LVMUY"
[X Link](https://x.com/scroogecapital/status/1413896198835081217) 2021-07-10T16:21Z [----] followers, [--] engagements
"@blahblahblah9tn Could indicate that Odet will ultimately play a bigger role e.g. as HoldCo of Bollor (logistics) and Vivendi (media) maybe as the only remaining listed entity (tender for Vivendi stub & ODET/BOL share exchange for Bollor)"
[X Link](https://x.com/scroogecapital/status/1429819991680077827) 2021-08-23T14:57Z [----] followers, [--] engagements
"Why did Bollor insist that Vivendi keeps 10% of UMG I think it supports the stub takeover thesis post-UMG distribution allowing Bollor to own as much of UMG as if he did not sell any of it. Remember $VIV.PA sold 20% of UMG to $TCEHY and just sold 10% to $PSH. 1/"
[X Link](https://x.com/scroogecapital/status/1432601808854204416) 2021-08-31T07:11Z [----] followers, [--] engagements
"Azure might be the key growth driver but the productivity gains from Power Query / Power Pivot in Excel are mind blowing. Then automate all of your workflows in the cloud through Power BI dataflows add visualization and you're locked in the $MSFT ecosystem for life"
[X Link](https://x.com/scroogecapital/status/1451309641581875208) 2021-10-21T22:09Z [----] followers, [--] engagements
"@buccocapital $ODET.PA because Bollor is playing 4D chess with everyone (and also because of the complicated cross-ownership structure)"
[X Link](https://x.com/scroogecapital/status/1457479776562778114) 2021-11-07T22:47Z [----] followers, [--] engagements
"That does not account for a higher offer on $TIT.MI from $KKR. And you get downside protection from massive buybacks as soon as the price drops [--] cts below [--] EUR. Wouldn't be surprised if they raise the buyback limit given the TIM situation"
[X Link](https://x.com/scroogecapital/status/1463914206563078149) 2021-11-25T16:55Z [----] followers, [--] engagements
"@GWInvestors @MetaPanda1 @MrHypeMind Very surprised the market has not rewarded those great results so far. Any idea why Offering overhang No 100% in pharma but seems like Zandelisib is fully derisked here"
[X Link](https://x.com/scroogecapital/status/1466316419163901962) 2021-12-02T08:00Z [----] followers, [--] engagements
"When you shorted $SHOP into earnings"
[X Link](https://x.com/scroogecapital/status/1493962188561821699) 2022-02-16T14:55Z [----] followers, [--] engagements
"Luxury goods names have been big Covid winners and are posting impressive results but Kering not so much. Down 6% at open following Q1 results (organic revenues +21% vs. +23% for LVMH). $KER.PA $ $RMS.PA http://MC.PA http://MC.PA"
[X Link](https://x.com/scroogecapital/status/1517405508822618112) 2022-04-22T07:30Z [----] followers, [--] engagements
"I can start to smell fear from the BTFD crowd. We are slowly getting there"
[X Link](https://x.com/scroogecapital/status/1519054563956957184) 2022-04-26T20:43Z [----] followers, [--] engagements
"I'm not following $CVNA closely so no strong opinion but what strikes me is that some really smart investors are long the name while others are convinced it's a $0. Very different from other battleground stocks for which the longs usually look delusional"
[X Link](https://x.com/scroogecapital/status/1519731091472584709) 2022-04-28T17:31Z [----] followers, [---] engagements
"@JoelGiedt It's a difficult decision; I got my face ripped off during the March bounce but made it all back. I guess I still need to work on my technical game to set stops at the right levels"
[X Link](https://x.com/scroogecapital/status/1520359970369380354) 2022-04-30T11:10Z [----] followers, [--] engagements
"Kering trading at its lowest valuation since [----] (EU debt crisis). Cheap on absolute terms - luxury goods are discretionary but there seem to be room for earnings downgrades here Yes LVMH is better but discount seems too wide. $KER.PA $MC.PA $LVMUY h/t @youngbloodcap"
[X Link](https://x.com/scroogecapital/status/1527232267063533569) 2022-05-19T10:18Z [----] followers, [--] engagements
"Why $KSS is back at $40. Ive a hard time believing this - there are many bidders in a competitive process can be financed largely via sale-leaseback. Maybe we wont see $68 given results BoD should obviously have accepted offers at that level. But hard to believe no deal. As I reported on @CNBCClosingBell Im told major bidders have told Kohls theyre moving to sidelines & a deal wont get financed in the $60s. lenders dont have confidence in the numbers after this weeks earnings. Bidders havent withdrawn but are on the sidelines $kss As I reported on @CNBCClosingBell Im told major bidders have"
[X Link](https://x.com/scroogecapital/status/1527990343882485761) 2022-05-21T12:31Z [----] followers, [--] engagements
"Im probably a future bagholder here Interesting situation where pressure is increasing to sell the company but at the same time lots of explaining to do if you accept a much lower offer now after having rejected $68"
[X Link](https://x.com/scroogecapital/status/1527990725195059200) 2022-05-21T12:32Z [----] followers, [--] engagements
"This needs to stop. Long $KER.PA. Not sure what will happen to the $LVMUY empire once Bernard hands over the keys to his sons 😬 https://t.co/q1a9HAiTOl Not sure what will happen to the $LVMUY empire once Bernard hands over the keys to his sons 😬 https://t.co/q1a9HAiTOl"
[X Link](https://x.com/scroogecapital/status/1537696935058018305) 2022-06-17T07:21Z [----] followers, [--] engagements
"The $9 billion sale of PartnerRe from Exor to Cova should close soon. Elkann getting a big check at the right time. Looking for bargains in luxury Dumas (Herms CEO) joined the BoD a month ago. $EXO.MI $RMS.PA"
[X Link](https://x.com/scroogecapital/status/1539590976037060608) 2022-06-22T12:47Z [----] followers, [--] engagements
"@Valuations_ @TeaBagCapital Really intrigued by this $LEVI. Iconic brand cheap under-followed seems well managed - great results and strategy. Thanks for putting it on my radar. But I keep wondering whether apparel (outside of women undergarment) is investible"
[X Link](https://x.com/scroogecapital/status/1545301752202797058) 2022-07-08T07:00Z [----] followers, [--] engagements
"Everyone hating on Ack and $PSTH but until recently you could get a free option on SPARs. Not sure how it will be valued ultimately if approved but if its free Gimme Bloomberg LP in 12-18 months @BillAckman. Slow week in Event-Driven but we dive into a few new faves. Anyone else clipping some SPARs We paid 3c for ours (in size) as noted in the KEDM Discord. Think this one pays for a lifetime subscription🤞🤞 Also check out updates on [--] other themes at https://t.co/96H0QQnv0o Slow week in Event-Driven but we dive into a few new faves. Anyone else clipping some SPARs We paid 3c for ours (in"
[X Link](https://x.com/scroogecapital/status/1548688676493922304) 2022-07-17T15:18Z [----] followers, [--] engagements
"Burberry has been a rumored takeover target for [--] years now. How long before LVMH makes an offer $BRBY.LN $MC.PA $LVMUY"
[X Link](https://x.com/scroogecapital/status/1550803956741414912) 2022-07-23T11:24Z [----] followers, [--] engagements
"Garbage still outperforming in this tape. Its quite something"
[X Link](https://x.com/scroogecapital/status/1572689242186301452) 2022-09-21T20:48Z [----] followers, [--] engagements
"@Sleepysolcap Too spicy Have you looked at BNP in France Real cheap and solid franchise. EU banks have struggled for years but ECB seems to be done with negative rates"
[X Link](https://x.com/scroogecapital/status/1580602212866088981) 2022-10-13T16:51Z [----] followers, [--] engagements
"I'm pretty sure Vivendi won't be a public company one year from now. How much Bollor will screw minorities is left to be seen tough. Would be interesting to see an activist getting involved here"
[X Link](https://x.com/scroogecapital/status/1583796067497148418) 2022-10-22T12:23Z [----] followers, [--] engagements
"Paging general @BillAckman - wouldn't it be amazing for you to get involved on the other side of Bollor after the $UMG episode Pressure to divest the public equities portfolio and buyback shares of media assets trading at 2x EBITDA"
[X Link](https://x.com/scroogecapital/status/1583796804885225474) 2022-10-22T12:25Z [----] followers, [--] engagements
"@french_special @BillAckman Yes indeed but hard to imagine them walking back on that after explicitly saying they expect to cancel the shares next summer. Waiting that long to cancel them may be seen as proof of what's going to ultimately happen"
[X Link](https://x.com/scroogecapital/status/1583892314518585344) 2022-10-22T18:45Z [----] followers, [--] engagements
"Dont you have 20% downside here if deal is blocked Whats Elliotts goal here $PM $SWMA Hedge fund Elliott boosts its stake in nicotine-pouch maker Swedish Match to 10.5% a new twist in the takeover battle https://t.co/ygSjSGpbgy Hedge fund Elliott boosts its stake in nicotine-pouch maker Swedish Match to 10.5% a new twist in the takeover battle https://t.co/ygSjSGpbgy"
[X Link](https://x.com/scroogecapital/status/1585924158008881153) 2022-10-28T09:19Z [----] followers, [--] engagements
"Dior looking for an "Innovation Web3 & Metaverse Project Manager"🚩 $MC.PA $LVMUY"
[X Link](https://x.com/scroogecapital/status/1593522426347913217) 2022-11-18T08:32Z [----] followers, [--] engagements
"🚩🚩🚩 $LVMUY $MC.PA $TSLA"
[X Link](https://x.com/scroogecapital/status/1669993555001999361) 2023-06-17T09:01Z [----] followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@scroogecapital Scrooge CapitalScrooge Capital posts on X about $odetpa, $lqda, $bolpa, $vivpa the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks finance technology brands cryptocurrencies automotive brands countries travel destinations fashion brands luxury brands currencies
Social topic influence $odetpa, $lqda #7, $bolpa, $vivpa, $uthr, $mtch, $msft, $pm, $save, $bti
Top accounts mentioned or mentioned by @billackman @pythiar @puppyeh1 @innocencecapit1 @sleepysolcap @valuations @waterworldcapi1 @tclaugus2 @bizalmanac @analisesdomf @adamb1438 @elonmusk @compoundpapi @billbrewsterscg @kcerminara @kevg1412 @fundiescapital @mqcapital1 @bluthcapital @viggykrishnan
Top assets mentioned Liquidia Corporation Common Stock (LQDA) United Therapeutics, Corp. (UTHR) Match Group Inc (MTCH) Microsoft Corp. (MSFT) Philip Morris International Inc. (PM) Spirit Airlines, Inc. (SAVE) British American Tobacco (BTI) Tesla, Inc. (TSLA) Kohl's Corporation (KSS) NVIDIA Corp. (NVDA) Metadium (META) JetBlue Airways Corp (JBLU) PayPal Holdings Inc (PYPL) Alphabet Inc Class A (GOOGL) Twitter Inc (TWTR) Warner Bros Discovery, Inc. (WBD) Activision Blizzard, Inc. (ATVI) Pfizer, Inc. (PFE) Victoria's Secret & Co. (VSCO) American Eagle Outfitters (AEO) VF Corp (VFC) Shopify Inc (SHOP) Frontier Group Holdings, Inc. (ULCC) Hasbro, Inc. (HAS) Amazon.com, Inc. (AMZN) CVS Health Corp (CVS) Etsy Inc (ETSY) ELYSIA (EL) Mastercard, Inc. (MA) Netflix Inc (NFLX) News Corp Class A (NWSA) ShapeShift FOX Token (FOX) Cisco Systems Inc (CSCO) MANCHESTER UNITED PLC (MANU) Starbucks Corporation (SBUX) Decentral Games (DG) Duolingo, Inc. (DUOL) Berkshire Hathaway Inc Class B (BRK.B) ARK Innovation ETF (ARKK) monday.com Ltd. (MNDY) Atlassian Corporation PLC (TEAM) MX Token (MX) eBay Inc (EBAY) Now Coin (NOW) PBF ENERGY INC. (PBF) Southwest Gas Holdings, Inc. (SWX) Royal Caribbean Cruises Ltd (RCL) Zoom Video Communications Inc (ZM) Capri Holdings Limited (CPRI) TripAdvisor, Inc. (TRIP) Super Micro Computer, Inc. Common Stock (SMCI) Wing Finance (WING) Advance Auto Parts, Inc. (AAP) Five Below, Inc. (FIVE)
Top posts by engagements in the last [--] hours
"THREAD: $EXO.MI What if I told you that you could invest in a rare combination of a family-controlled compounder and special-situation machine with stellar management at a 35% discount to NAV with ongoing buybacks Disc.: I love Exor and it's a #neversell for me. (1/15)"
X Link 2021-05-03T15:15Z [----] followers, [---] engagements
"I have done [--] work on the name: why has Kingfisher PLC $KGF.LN been such a disaster compared to american home improvement names $HD $LOW"
X Link 2021-07-01T20:50Z [----] followers, [--] engagements
"Bill Nygren on $GOOG and $FB (again). Love the simplicity of his FAANGs views. Not much more needed. An underrated value investor IMO. https://www.youtube.com/watchv=8Cfh3bYBrhw https://www.youtube.com/watchv=8Cfh3bYBrhw"
X Link 2021-07-13T11:17Z [----] followers, [--] engagements
"How many high-quality growing companies at a positive narrative inflection point are there that are as cheap as [--] years ago $PM"
X Link 2021-07-24T10:20Z [----] followers, [--] engagements
"$PM is top quality but $BTI valuation gap is also interesting. Less advanced in the transition to RRPs particularly HnB. Once category is established I wonder to which extent HnB share will mirror combustible performance over time"
X Link 2021-07-24T10:24Z [----] followers, [--] engagements
"$TSLA Silicon Valley fanboys about to experience FSD thanks to $GOOG"
X Link 2021-08-24T17:32Z [----] followers, [--] engagements
"UMG listed and up +35% at open. Congrats to Bollor and @BillAckman. To the Tontards who hated the $PSTH x UMG deal. $VIV.PA $BOL.PA $ODET.PA $PSH $PSTH"
X Link 2021-09-21T07:24Z [----] followers, [--] engagements
"So $MA offering pretty much everyone the possibility to launch their own BNPL scheme. Lets see how long that moat lasts for those hot Fintech"
X Link 2021-09-28T17:18Z [----] followers, [--] engagements
"Those [----] $ARKK inflows were quite something. Wonder what will happen when it reverses. Oh wait"
X Link 2021-10-07T22:06Z [----] followers, [--] engagements
"Im watching Squid Game because all of FinTwit is watching it and its a requirement to stay on top of the meme game. After [--] episodes Im still thinking this is overrated & dont understand all the buzz around it. $NFLX moat in action just like with Bird Box"
X Link 2021-10-23T11:56Z [----] followers, [--] engagements
"The fastest growing segment of $TWTR is stock-based compensation expenses at +42% year-over-year"
X Link 2021-10-26T20:44Z [----] followers, [---] engagements
"It's December [----]. You're first to know that a pandemic is coming and that everyone will ride $PTON bikes. It has high NPS. You buy. [--] years later your total return is +15%. Investing is not easy and neversell doesn't apply to everything"
X Link 2021-12-16T11:29Z [----] followers, [---] engagements
"@fundiescapital 1) $GOOG / $MSFT is a tie 2) $BTI 3) $ODET.PA"
X Link 2021-12-17T07:53Z [----] followers, [--] engagements
"YTD: $OPEN -25% $MNDY -21% $MELI -19% $UPST -19% $SE -16% $SHOP -16% $RIVN -16% $AFRM -16% $ASAN -15% $NET -15% $TSLA -14% $DOCU -13% $ZS -13% $TEAM -13% $DDOG -12% $SNOW -10% - $ARKK -13%"
X Link 2022-01-10T10:10Z [----] followers, [--] engagements
"Is Jeff Currie's office a good enough reason to be interested in commodities"
X Link 2022-01-26T11:42Z [----] followers, [--] engagements
""Higher volatility is to be expected when you invest in the leading high growth stocks." Yeah dude totally normal that your stock lost 60% in [--] hours. $AMPL"
X Link 2022-02-18T08:27Z [----] followers, [--] engagements
"Not everyone is cancelling their streaming subscription. $WBD $NFLX"
X Link 2022-04-21T11:19Z [----] followers, [--] engagements
"A quick event-driven idea: Magnachip $MX Take-private at $29 failed to obtain regulatory approval but it received multiple bids around that level in the past. LX Group has confirmed its interest and rumors say it could have submitted a bid. https://scroogecapital.substack.com/p/quick-idea-magnachip-mxs=w https://scroogecapital.substack.com/p/quick-idea-magnachip-mxs=w"
X Link 2022-05-11T14:29Z [----] followers, [--] engagements
"Remember when $ICE wanted to acquire $EBAY because it's a marketplace Why wouldn't they buy $POSH (it's a joke of course. or maybe not; you decide) $POSH has almost $6 of cash/share (net of funds payable to customers). Core business excluding cash only valued at $300m. Acquisition target $POSH has almost $6 of cash/share (net of funds payable to customers). Core business excluding cash only valued at $300m. Acquisition target"
X Link 2022-05-14T14:49Z [----] followers, [--] engagements
"$JBLU going after $SAVE. $30 tender and willing to negotiate a $33/share acquisition"
X Link 2022-05-16T09:19Z [----] followers, [--] engagements
"Updates on $CNE.LN $KSS $SAVE $RADI. https://scroogecapital.substack.com/p/weekly-highlights-june-3-2022r=6i42y&utm_medium=ios https://scroogecapital.substack.com/p/weekly-highlights-june-3-2022r=6i42y&utm_medium=ios"
X Link 2022-06-03T13:03Z [----] followers, [--] engagements
"JetBlue submits improved superior proposal to acquire Spirit: prepayment of $1.50 per share increase break-up fee to $3.20 per share. Christie will be on CNBC in [--] minutes to claim Frontier offer is still much better. $SAVE $JBLU $ULCC"
X Link 2022-06-06T11:20Z [----] followers, [--] engagements
"Here we go: JetBlue Modifies Superior Offer After Consultation with Shareholders Higher break-up fee increased per-payment ticking fee mechanism. $JBLU $SAVE $ULCC @MQcapital1 Only chance IMO is if $JBLU comes up with yet another higher offer. Wouldnt rule it out as they seem very determined to get this deal done. @MQcapital1 Only chance IMO is if $JBLU comes up with yet another higher offer. Wouldnt rule it out as they seem very determined to get this deal done"
X Link 2022-06-27T21:47Z [----] followers, [--] engagements
""There is no proxy vote with regards to a JetBlue transaction" - Man who forgot that there is a tender offer waiting if his poor deal is rejected. $SAVE $JBLU $ULCC"
X Link 2022-06-29T19:56Z [----] followers, [--] engagements
"This is why SaaS is not as great as you think. Investing through the income statement is an euphemism for screwing shareholders"
X Link 2022-07-08T05:52Z [----] followers, [--] engagements
"$KSS $SAVE $ULCC $JBLU $MX https://scroogecapital.substack.com/p/weekly-highlights-july-9-2022r=6i42y&utm_medium=ios https://scroogecapital.substack.com/p/weekly-highlights-july-9-2022r=6i42y&utm_medium=ios"
X Link 2022-07-09T14:00Z [----] followers, [--] engagements
"Black Monday Jim Cramer will be ringing the opening bell at the NYSE on Monday Jim Cramer will be ringing the opening bell at the NYSE on Monday"
X Link 2022-07-15T21:10Z [----] followers, [--] engagements
"They waited for the night: JetBlue Agreement to Buy Spirit Could Be Annouced Thursday. $SAVE $JBLU @BluthCapital They know it fails. Announce it then announce they accept JetBlues superior offer @BluthCapital They know it fails. Announce it then announce they accept JetBlues superior offer"
X Link 2022-07-28T08:37Z [----] followers, [--] engagements
"Either algos are on vacation or they consider this source unreliable but I managed to grab a sizeable $EA position at $129 or almost no premium to yesterdays closing price after this news came out. Stock up to $145 now"
X Link 2022-08-26T11:51Z [----] followers, [--] engagements
"$AMAT close to trough valuation but what's the case for EBITDA staying around here and not be cut in half over the next two years"
X Link 2022-10-12T20:34Z [----] followers, [--] engagements
"I was going to recycle part of the $TWTR gains into $SAVE and it has already gone up 10% in a week Maybe its time to start digging on $ATVI then although this one seems to be higher risk"
X Link 2022-10-28T08:48Z [----] followers, [--] engagements
"Independent Franchise Partners owns 6%-7% of both $NWSA and $FOX and joins Irenic Capital pushing for $30 per share for $NWSA. Rupert has unleashed the activists"
X Link 2022-11-24T09:53Z [----] followers, [--] engagements
"$NWSA looks like one of the best event-driven setups right now. And unlike other similar setups you are left with quality assets if it does not work. Independent Franchise Partners owns 6%-7% of both $NWSA and $FOX and joins Irenic Capital pushing for $30 per share for $NWSA. Rupert has unleashed the activists. https://t.co/Gd4wInvqzk Independent Franchise Partners owns 6%-7% of both $NWSA and $FOX and joins Irenic Capital pushing for $30 per share for $NWSA. Rupert has unleashed the activists. https://t.co/Gd4wInvqzk"
X Link 2022-11-24T10:30Z [----] followers, [--] engagements
"A quick weekend note on $NWSA and $FOX. https://scroogecapital.substack.com/p/news-corputm_source=twitter&sd=pf https://scroogecapital.substack.com/p/news-corputm_source=twitter&sd=pf"
X Link 2022-11-27T22:42Z [----] followers, [--] engagements
"$CAT short position about to deliver"
X Link 2022-12-17T14:56Z [----] followers, [---] engagements
"Sold $SGEN at the bottom ($130). AMA. Pfizer to Buy Seagen for Enterprise Value of About $43 Billion $PFE $SGEN Pfizer to Buy Seagen for Enterprise Value of About $43 Billion $PFE $SGEN"
X Link 2023-03-13T10:49Z [----] followers, [---] engagements
"$HAS at the Covid low (yellow line). Bounce or going to $0 clearly. Gambling with a small position"
X Link 2023-03-14T07:18Z [----] followers, [----] engagements
"@viggy_krishnan @heartof_thesea @jonnyabenaim Definitely valid for $AZO But man have you seen the hidden asset value at $SHLD"
X Link 2023-03-29T06:27Z [----] followers, [---] engagements
"Why did the used car salesman sell all of his shares $NOW"
X Link 2023-04-06T07:00Z [----] followers, [----] engagements
"What's the bear case on $PBF At $35 share price same EV as post-Covid crash period when share was $5 3x forward P/E crack spreads likely "higher for longer". And you don't seem to be paying anything for that windfall"
X Link 2023-04-22T20:26Z [----] followers, [----] engagements
"$SWX better mean-revert vs. $XLU"
X Link 2023-05-04T17:24Z [----] followers, [---] engagements
"@InnocenceCapit1 Remains to be seen whether it is much better than some of those names or yet another $TSLA-type fad I think a multi-hundred billion mcap business that struggles to consistently generate meaningful FCF is problematic"
X Link 2023-05-25T08:53Z [----] followers, [--] engagements
""National Amusements is open to exploring strategic opportunities for Paramount". The likely Buffett thesis about to play out $PARA https://www.wsj.com/articles/paramount-global-controlling-shareholder-gets-125-million-cash-infusion-9e155340st=iqkhbs3dj8377j8 https://www.wsj.com/articles/paramount-global-controlling-shareholder-gets-125-million-cash-infusion-9e155340st=iqkhbs3dj8377j8"
X Link 2023-05-25T20:55Z [----] followers, [----] engagements
"@RobEducated Sell the whole things or the parts. They are challenged but there aren't that many free radicals if you want to get your hands on a movie studio and library of content. $AMZN paid close to $9B for MGM"
X Link 2023-05-25T21:03Z [----] followers, [---] engagements
"People forget. $CSCO provided the plumbing for a revolution that was way more important than AI. Look at these excerpts from their [----] annual report. But surely AI is different This is a chart of $T Telecom was THE PLACE to be during the internet bubble of [--] - [--]. It wasn't as headline worthy as MSFT/CSCO/ORCL but telecom was how everyone was going to connect to the internet (ergo: unlimited demand). This is $NVDA's destiny as a company.eventually. https://t.co/bqeepWcNRZ This is a chart of $T Telecom was THE PLACE to be during the internet bubble of [--] - [--]. It wasn't as headline worthy as"
X Link 2023-05-25T21:08Z [----] followers, [----] engagements
"@sinstockpapi @NotChaseColeman Thank god $PM is an AI play though"
X Link 2023-06-12T18:16Z [----] followers, [---] engagements
"How is $JPM down 0.4% pre-market after announcing a ChatGPT-like service https://www.cnbc.com/2023/05/25/jpmorgan-develops-ai-investment-advisor.html https://www.cnbc.com/2023/05/25/jpmorgan-develops-ai-investment-advisor.html"
X Link 2023-05-26T09:33Z [----] followers, [---] engagements
"Something tells me that all the fucktards that were chasing AI narratives $NVDA at 200x sales and other big tech names are now going to rotate to small and mid caps"
X Link 2023-06-07T20:08Z [----] followers, [--] engagements
"The $MANU saga is this year's $TWTR. Every day you get contradictory news except this time all coming from tabloids that contradict their own reporting at a couple of hours interval"
X Link 2023-06-09T08:40Z [----] followers, [--] engagements
"$COIN back to where it traded before being sued by the SEC. Efficient market hypothesis alive and well"
X Link 2023-06-09T14:12Z [----] followers, [----] engagements
"$RCL up 87% on the year because of recession fears EV at all-time high with 2x the net debt compared to pre-Covid"
X Link 2023-06-09T14:14Z [----] followers, [--] engagements
"@puppyeh1 Upside vs. downside more favorable than $TWTR but lower odds of positive outcome. Rational decision is clear here but dont count on rationality from the potential seller"
X Link 2023-06-12T13:25Z [----] followers, [---] engagements
"Is $CVS going to $0"
X Link 2023-06-15T05:06Z [----] followers, [----] engagements
"Reminds me of $ZM. Every WS bro missed that Teams was replacing it everywhere. Just like they are now missing that companies are restricting access to AI tools for confidentiality reasons. These chatbots are all that the AI bubble has to offer"
X Link 2023-06-15T10:13Z [----] followers, [--] engagements
"Weekend due diligence $PM"
X Link 2023-06-17T10:59Z [----] followers, [----] engagements
"Is it me or $CVS has become one of the best opportunities in the market right now"
X Link 2023-06-17T11:05Z [----] followers, 68.5K engagements
"Watch out $UTHR. We are coming for you"
X Link 2023-06-17T11:07Z [----] followers, [----] engagements
"@oracleof90402 @jcobbz7 Plus how much runway is there for that concept outside of the US compared to $CMG Probably limited"
X Link 2023-06-17T13:37Z [----] followers, [--] engagements
"@WealthOrDie No but as far as I know + performance where they are present $PM proposition is more appealing. Becoming a better experience with all the tastes sexier product mind share"
X Link 2023-06-17T13:53Z [----] followers, [---] engagements
"Long/Short works but in reverse. $RCL $BKNG"
X Link 2023-07-01T06:51Z [----] followers, [----] engagements
"If you bought "real AI" and shorted "fake AI" you would be down YTD. $NVDA $AI"
X Link 2023-07-01T06:54Z [----] followers, [---] engagements
"Why the divergence between two retail favorites exposed to the same theme with the better name getting killed YTD $SHOP $ETSY"
X Link 2023-07-01T07:03Z [----] followers, [---] engagements
"Remember when Buffett was stupid to play the $ATVI merger arb"
X Link 2023-07-11T17:58Z [----] followers, 30.1K engagements
".@chamath marked the SPAC bubble top with his shirtless-chicken-legs picture so could this be the top for $META after its incredible run"
X Link 2023-07-12T01:06Z [----] followers, [----] engagements
"@AdamB1438 $PYPL $MKTX $KSS $ETSY $MTCH just to name a few Decent quality in there"
X Link 2023-07-13T11:51Z [----] followers, [---] engagements
"$WBD Barbie passes $1.2 billion. Margot Robbies legs generated more FCF post SBC than 96% of listed software companies. https://t.co/JkuRbX4B3P Barbie passes $1.2 billion. Margot Robbies legs generated more FCF post SBC than 96% of listed software companies. https://t.co/JkuRbX4B3P"
X Link 2023-08-17T13:15Z [----] followers, [----] engagements
"$PYPL is not like $META according to accounts that always knew $META was the world's best business going through minor issues like TikTok Apple IDFA and Zuck lighting money on fire in the metaverse. At least that's what they think at $300 after throwing in the towel at $90"
X Link 2023-08-17T13:24Z [----] followers, [----] engagements
"Out of $HAS now +42% in [--] months. Still cheap though May reassess. Should have made it much bigger obviously. $HAS at the Covid low (yellow line). Bounce or going to $0 clearly. Gambling with a small position. https://t.co/rL1BUB71RR $HAS at the Covid low (yellow line). Bounce or going to $0 clearly. Gambling with a small position. https://t.co/rL1BUB71RR"
X Link 2023-08-22T19:51Z [----] followers, [----] engagements
"It feels like $MTCH and $PYPL are one better than feared print away from a $NFLX and $META-type run"
X Link 2023-08-22T20:09Z [----] followers, 34.9K engagements
"@InnocenceCapit1 @compound100x Very true but same was true for $CSCO in '00. They were building the Internet infrastructure while $NVDA is building the AI infrastructure. $CSCO P/E went from 150x LTM to 70x NTM while stock reached ATH; and subsequently declined 80% despite flattish revenues"
X Link 2023-08-24T07:37Z [----] followers, [---] engagements
"Ill make a call (and delete it if wrong): that post ER spike to $510 was the top for $NVDA and the chart will end up looking like $CSCO in [----] (or $ZM more recently). Hard to see how this is not a massive pull forward driven by everyone suddenly losing their mind around AI"
X Link 2023-08-25T09:54Z [----] followers, [----] engagements
"Glazers have to be thinking about the downside of holding and delaying here after this wonderful start of the season. $MANU"
X Link 2023-09-18T10:30Z [----] followers, [----] engagements
"European disruptor Adyen: negative 5-year returns. Another growth stock that made many look smart and then went horribly wrong"
X Link 2023-09-22T08:25Z [----] followers, [----] engagements
"When you log-in to your account and one of your shitco gets taken out. $CHS"
X Link 2023-09-28T12:35Z [----] followers, [----] engagements
"After $CPRI $CHS now $DLA. They know fashion retailers are too cheap"
X Link 2023-10-02T21:47Z [----] followers, [----] engagements
"@wabuffo @pekwat The stock market or [--] stocks The indices viewed as the most economically sensitive are still around the same level they were at the end of last year (Dow R2K). Only Mag [--] have rallied massively. On the contrary I think equities are trading on recession fears"
X Link 2023-10-05T13:09Z [----] followers, [---] engagements
"Is $LMT also going to get disrupted by Ozempic"
X Link 2023-10-06T20:45Z [----] followers, [----] engagements
"@kingkang80 Same as every week: $TSLA $NVDA $AAPL $GOOG $AMZN $MSFT $META. These will be the only stocks up next week and next and next"
X Link 2023-10-06T20:51Z [----] followers, [---] engagements
"$RTN.LN - Another one of my holdings taken out Third one this year and a cool +70% in a couple of months. Everyone fighting to buy Mag [--] but there are a ton of cheap names out there and someone somewhere is seeing it"
X Link 2023-10-12T07:16Z [----] followers, 14.9K engagements
"@kab604 Think $DLA $KSS $PLCE $SPWH $FTCH $MITK could fit the bill"
X Link 2023-10-12T08:21Z [----] followers, [---] engagements
"Nobel laureate claims inflation is over when looking at the price of everything excluding everything people spend money on"
X Link 2023-10-12T18:45Z [----] followers, [----] engagements
"How the fuck is this dude CEO of a company. He cannot even articulate what he does and who his customers are. Just spitting out BS. Birkenstock were just sandals for grandmas that have become sandals for hipsters. But for how long"
X Link 2023-10-13T11:49Z [----] followers, [----] engagements
"We are at the stage of the bull market where we expect the $ATVI deal closing to prop up markets because passive money will be reinvested into other names"
X Link 2023-10-13T14:20Z [----] followers, [----] engagements
"Is $MTCH another Ozempic victim Like no one will ever need to date again because of less breakups due to your fat husband/wife becoming skinny"
X Link 2023-10-14T11:07Z [----] followers, [----] engagements
"Probably time to dip my toes in $HAS again. Out of $HAS now +42% in [--] months. Still cheap though May reassess. Should have made it much bigger obviously. Out of $HAS now +42% in [--] months. Still cheap though May reassess. Should have made it much bigger obviously"
X Link 2023-10-14T11:12Z [----] followers, [----] engagements
"Its actually quite funny that the Ozempic narrative hasnt hit $SBUX yet because this one of the top crappy sugary drink seller out there"
X Link 2023-10-16T18:44Z [----] followers, 30.8K engagements
"@Sleepysolcap Im seeing down 6% YTD and pretty much flat over the last couple of months when everything else Ozempic-related sold off at least 10%"
X Link 2023-10-16T18:52Z [----] followers, [--] engagements
"Didnt you know stocks offer risk-free returns At least compared to bonds"
X Link 2023-10-18T10:57Z [----] followers, [----] engagements
"One day to go for all that passive $ATVI money to flood the market and push $QQQ to ATH"
X Link 2023-10-20T12:36Z [----] followers, [----] engagements
"What will be Copilots TAM when every company in the world realises this is a useless piece of shit gizmo that their employees play with once in a while to generate a couple of nonsensical emails $MSFT"
X Link 2023-10-26T05:19Z [----] followers, [---] engagements
"@valuations_ Trashiest names Not saying those are the best names but $PFE down 40% YTD $CRL / $IQV / $DHR down 20% in approx. [--] month banks getting killed profitable small/mid caps getting killed $PYPL / $MTCH down 30% and 15% on the year and lower than Oct22 lows etc"
X Link 2023-10-26T05:27Z [----] followers, [---] engagements
"Funny how now $META was the most obvious long last year when it kept dropping and dropping. Its like Zuck renaming employees Metamates and lighting money on fire on the metaverse never happened"
X Link 2023-10-26T05:46Z [----] followers, [---] engagements
"The market may not be crashing but my portfolio sure is"
X Link 2023-10-27T15:22Z [----] followers, [----] engagements
"@valuations_ @hackcelerity Just a couple and there are many more like this. Its not all small caps or trash"
X Link 2023-10-28T13:59Z [----] followers, [---] engagements
"@WaterworldCapi1 Couple of names that make it look like GFC [---] is on. Not always hair-free but valuations look ridiculous in some cases. $EXPE (and why not $TRIP) $MTCH $PYPL $HAS $BTI $CVS $PRFT $MITK $WLN.PA $ETSY"
X Link 2023-10-29T10:42Z [----] followers, [----] engagements
"$EL is a disaster back to prices last seen in [----]. Pretty crazy given LOreal performance and their relative positioning. Remember when people were happily paying [--] times earnings for this and thought it would compound 20+% a year"
X Link 2023-11-01T11:22Z [----] followers, 40.8K engagements
"@sleepingbear84 $UTHR sounding like they already are admitting defeat"
X Link 2023-11-07T06:08Z [----] followers, [---] engagements
"Some of the names I am watching for [----]. Above average businesses at trough valuations (and low absolute valuations) with mostly negative returns YTD and 5-year total return CAGR. Any other interesting ideas that fit this profile"
X Link 2023-11-10T10:19Z [----] followers, [----] engagements
"@pradeeepk Thanks $ETSY is in my radar as well but feel better about $EBAY for broadly similar growth. $C as well but still scared to own this but agree it looks very cheap"
X Link 2023-11-10T12:41Z [----] followers, [---] engagements
"How is $KLIC close to ATH with revenues dropping 50% margins contracting guidance for next Q well below estimates and earnings estimates in freefall for past [--] months"
X Link 2023-11-17T13:02Z [----] followers, [----] engagements
"@Sleepysolcap Why would minorities sue if tender is for 25% from Glazers + 25% from minorities Seems fair no $33 doesnt make much sense given all rumours about Qatar bid and SJR valuation though"
X Link 2023-11-19T11:55Z [----] followers, [--] engagements
"Never a good sign when your counsel yells at the judge. $UTHR $LQDA"
X Link 2023-12-04T17:23Z [----] followers, [----] engagements
"Need to release my [----] large cap picks early before they all rip to ATH before end of the month: $PYPL $MTCH $WBD $BATS $AAP $HAS $BABA $JD $KVUE $PFE Subs: $CPNG $VZ $KSS around $20 $ETSY around $70"
X Link 2023-12-19T20:08Z [----] followers, [----] engagements
"Pair with short $UTHR"
X Link 2023-12-20T21:18Z [----] followers, [---] engagements
"@invertedfragil1 Exactly; great acquisition target now that legal uncertainty is behind them"
X Link 2023-12-20T21:51Z [--] followers, [---] engagements
"Time to short $SHOP again"
X Link 2023-12-21T22:02Z [----] followers, [----] engagements
"Last year or so this dude was posting a photo of a Lambo or something. Now driving an Alfa Romeo. Tough year for value investors https://t.co/5pMimo3QMH https://t.co/5pMimo3QMH"
X Link 2023-12-22T08:07Z [----] followers, [----] engagements
"$MTCH bear case. I have two sisters. They are both single. Another Holiday is approaching with no brother-in-laws in sight. We need to change that. The girl on the far left is my wife - shes not looking for a boyfriend (at least I dont think so). [--] Year Old Sister - far right. https://t.co/RID467r7Vt I have two sisters. They are both single. Another Holiday is approaching with no brother-in-laws in sight. We need to change that. The girl on the far left is my wife - shes not looking for a boyfriend (at least I dont think so). [--] Year Old Sister - far right. https://t.co/RID467r7Vt"
X Link 2023-12-22T09:16Z [----] followers, [----] engagements
"Up only 3% so market agrees so far. Think this could be a good trade again as whats left is trading at average historical price pre-strategic alternatives announcement and there is a catalyst if Ratcliffe provides more info on path for full ownership. $MANU deal officially announced. Will be interesting to see where it trades. I see a lot of mid-$20s forecasts but wouldnt be surprised if it stayed around where it is today essentially valuing the non-tendered shares where they were trading before this mess. https://t.co/Fv7dCWm1a1 $MANU deal officially announced. Will be interesting to see"
X Link 2023-12-27T07:06Z [----] followers, [----] engagements
"End of the AI narrative incoming. Because everyone is about to experience how bad and useless Copilot is. $MSFT"
X Link 2024-01-05T18:14Z [----] followers, [---] engagements
"$MTCH Elliott Investment Management has built a big stake in Match Group and plans to push the online-dating company to take steps to boost its languishing stock https://t.co/3FZ3bPByte Elliott Investment Management has built a big stake in Match Group and plans to push the online-dating company to take steps to boost its languishing stock https://t.co/3FZ3bPByte"
X Link 2024-01-09T06:41Z [----] followers, [---] engagements
"Lots of takes on $SAVE. Hard to know for sure given volatility but truth is market was pricing at best 40% chance of deal closing. Anyone thinking odds were significantly above that (and those who bet on it thought they were) was probably right to be long"
X Link 2024-01-18T06:30Z [--] followers, [---] engagements
"@akramsrazor Are they easy because we know where they trade today though What are the easy investments today"
X Link 2024-01-20T12:37Z [----] followers, [---] engagements
"So one of the most-followed businesses in the world by far and that is at ATH after a linear ramp from the bottom is casually up more than 20% after earnings How is that even possible"
X Link 2024-02-02T17:47Z [----] followers, [---] engagements
"@PythiaR Very different valuations though. $META @ $90 was a no brainer as it was priced as a tobacco company"
X Link 2024-02-03T10:49Z [----] followers, [---] engagements
"Automated reminders from IT to use our Copilot licenses otherwise it will be revoked. I guess no one is using this trash. $MSFT"
X Link 2024-02-08T07:48Z [----] followers, [---] engagements
"Finally $TRIP $LTRPA Hey @gregmaffei - isn't it time to run a process and put $TRIP out of its misery Management execution and capital allocation have all been absolutely horrendous. Time to hand over the keys. Hey @gregmaffei - isn't it time to run a process and put $TRIP out of its misery Management execution and capital allocation have all been absolutely horrendous. Time to hand over the keys"
X Link 2024-02-15T19:45Z [----] followers, [----] engagements
"Another day of selling everything to buy even more $SMCI and $NVDA"
X Link 2024-03-04T15:22Z [----] followers, [----] engagements
"We also buy $WING because chicken wings are also an AI trade"
X Link 2024-03-04T15:33Z [----] followers, [---] engagements
"@WaterworldCapi1 You may not agree with the specific names but $PYPL $MTCH big pharma names $EBAY $MITK . Not going to mention China big tech at mid-single PE but you could throw that in with old darlings like $DOCU $ETSY etc that don't look that bad yet trade like shit"
X Link 2024-03-04T16:38Z [----] followers, [---] engagements
"$NVDA $SMCI $AMD $DELL $WING"
X Link 2024-03-08T16:41Z [----] followers, [---] engagements
"$LQDA - Not surprising after this earnings call"
X Link 2024-03-14T14:13Z [----] followers, [---] engagements
"Also Yann LeCun is the OG of AI. Dude was on it [--] years before CEOs and Wall Street analysts suddenly discovered this word. Well with $META AI Chief's interview on the FT things have just got more interesting Add the upcoming Spaces to your Calendar https://t.co/Bs7vjt7dDM Well with $META AI Chief's interview on the FT things have just got more interesting Add the upcoming Spaces to your Calendar https://t.co/Bs7vjt7dDM"
X Link 2024-05-24T12:32Z [----] followers, [---] engagements
"Martine throwing more spaghetti at the wall. How much more worried about profits can a public benefit corporation be They seem pretty desperate given how superior they claim their product is. $UTHR $LQDA"
X Link 2024-06-01T08:32Z [----] followers, [----] engagements
"Rossigno left $UTHR in [----] and his position in research even before that (2000) and joined $LQDA in [----]. Whats [--] years"
X Link 2024-06-01T08:36Z [----] followers, [----] engagements
"Emergency rate cut cancelled"
X Link 2024-08-08T12:54Z [----] followers, [---] engagements
"Back in $EL to complete the trifecta with $ULTA and $NKE. When this turns the pod boys will bid it to infinity. Just dumped my $EL position. Compounder bros told me to #neversell but 50x [----] earnings feels a bit pricey for 10-15% EPS growth. Better value elsewhere. Just dumped my $EL position. Compounder bros told me to #neversell but 50x [----] earnings feels a bit pricey for 10-15% EPS growth. Better value elsewhere"
X Link 2024-08-15T08:33Z [----] followers, [----] engagements
"Paris [----] Games were incredible. Love my American friends but how did you end-up thinking that a private concert on a beach with a has-been rapper and a girl twerking was the best way to kick-off LA 2028"
X Link 2024-08-15T08:56Z [----] followers, [---] engagements
"@tclaugus2 Why $DLTR over $DG"
X Link 2024-09-05T17:53Z [----] followers, [---] engagements
"All fair points but wondering if $DG really is broken Still posting positive SSS despite lower tickets so traffic seems robust Is it worth a look here"
X Link 2024-09-05T17:56Z [----] followers, [----] engagements
"@tclaugus2 Thanks makes sense. Im not too familiar with those businesses but if pressure is due to Amazon/Temu I would assume that $DG is more insulated. If its Walmart then its a different story"
X Link 2024-09-05T18:38Z [----] followers, [---] engagements
"Whats going on with $AAP gross margins Management attributes this to pricing actions to align with competitors but how can there be a [----] bps gap Distribution network that awful"
X Link 2024-09-06T11:08Z [----] followers, [---] engagements
""This merger would harm middle class women". $CPRI $TPR FTC lawyer: The court will hear from Mr Kors himself. Michael Kors is not a failing brand. Tapestry wants its data - it would scramble the eggs. This merger would harm working class and middle class women FTC lawyer: The court will hear from Mr Kors himself. Michael Kors is not a failing brand. Tapestry wants its data - it would scramble the eggs. This merger would harm working class and middle class women"
X Link 2024-09-09T16:22Z [----] followers, [----] engagements
"This market is wild. Some stocks of large established companies imploding while stalwarts that no one wanted to touch suddenly ripping higher after years of stagnation. Exhibit A: $JACK $AAP $FIVE $INTC $ULTA $LW $EL $CVS Exhibit B: $ULVR $BTI $PM $MO $WMT $KO $CL"
X Link 2024-09-10T17:02Z [----] followers, [----] engagements
"@philoinvestor Why now Many of those left behind last year during the quality bid and recession / Fed cuts have been anticipated for like [--] years now"
X Link 2024-09-10T17:07Z [----] followers, [--] engagements
"Discretionary spending momentum turning positive right when the Fed is starting to cut. LFG"
X Link 2024-09-12T17:00Z [----] followers, [---] engagements
"$FIVE up 50% from the lows a month ago"
X Link 2024-09-13T13:51Z [----] followers, [---] engagements
"A great win for @POTUS and his @JusticeDept_RP $SAVE"
X Link 2024-10-03T21:43Z [----] followers, 16.7K engagements
"@bizalmanac @PythiaR @analisesdomf Arent you concerned that all of his kids were given leadership positions at LVMH fresh out of school"
X Link 2024-10-16T04:21Z [----] followers, [---] engagements
"@bizalmanac @PythiaR @analisesdomf Anecdotal of course but the most capable of his sons also bought the top of the NFT bubble 😠https://www.voguebusiness.com/technology/tiffanys-alexandre-arnault-joins-the-nft-cryptopunks-community https://www.voguebusiness.com/technology/tiffanys-alexandre-arnault-joins-the-nft-cryptopunks-community"
X Link 2024-10-16T04:26Z [----] followers, [---] engagements
"@bizalmanac @PythiaR @analisesdomf Not sure. They havent done anything in life before dad got them all a job. I doubt they have BAs talent and dedication (heard bad things on one of them). BA walks around Bon March every Saturday morning Alexandre jumps on cryptopunks just when dad says its a bubble"
X Link 2024-10-16T04:41Z [----] followers, [--] engagements
"$EL is a shitshow. Interesting to see market reaction vs. say $SBUX that everyone is bidding despite a horrendous print and maybe worse issues. Maybe because of the new CEO"
X Link 2024-10-31T14:22Z [----] followers, [----] engagements
"$WBD up 70% in [--] week-end on no (real) news"
X Link 2024-12-12T17:41Z [----] followers, [----] engagements
"Listened to a @saylor interview and realised why it feels a little less bubbly than [----]. The grifters don't even try to pretend anymore"
X Link 2024-12-17T19:45Z [----] followers, [----] engagements
"Pretty crazy that the next US Government talks about annexing other countries and openly supports far right populists all over the world and everyone seems to find it normal Or is it just Elon that tweaked the algo to feed us this garbage"
X Link 2025-01-09T07:16Z [----] followers, [----] engagements
"Freda bet everything on China and it worked until it didnt. $EL still has strong brands and can be fixed not sure new CEO is a great choice though share loss further margin declines distressed asset sales crap leadership low FCF Massive debt what a mess. How did Fabrizio freda fuck this up so bad https://t.co/J5Y7MxS7n8 share loss further margin declines distressed asset sales crap leadership low FCF Massive debt what a mess. How did Fabrizio freda fuck this up so bad https://t.co/J5Y7MxS7n8"
X Link 2025-02-07T06:07Z [----] followers, [----] engagements
"@BillAckman @elonmusk Havent you been reaching lower lows since a couple of weeks By you I mean the US but also YOU with that $HHH offer (and many other reasons)"
X Link 2025-03-06T04:52Z [----] followers, [---] engagements
"How likely is it than @elonmusk steps down from $TSLA CEO position before year-end because his newfound love for totalitarianism is killing the brand and putting the mission at risk"
X Link 2025-03-06T05:21Z [----] followers, [---] engagements
"I've an idea - let's bid this garbage to infinity and then dump it all at once. $WING $PLTR $MSTR $DUOL $CVNA $CAVA $RRDT $TSLA $APP $TTD"
X Link 2025-03-10T17:06Z [----] followers, [----] engagements
"President Retard strikes again. The smart one Bessent has no clue about whats happening and still thinks this is great. What a mess. To illustrate just how nonsensically these tariffs were calculated take the example of Lesotho one of the poorest countries in Africa with just $2.4 billion in annual GDP which is being struck with a 50% tariff rate under the Trump plan the highest rate among all countries on To illustrate just how nonsensically these tariffs were calculated take the example of Lesotho one of the poorest countries in Africa with just $2.4 billion in annual GDP which is being"
X Link 2025-04-03T05:30Z [----] followers, [---] engagements
"Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC"
X Link 2025-04-04T07:29Z [----] followers, [----] engagements
"$VSCO +19% intraday on that Vietnam news. Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC"
X Link 2025-04-04T17:38Z [----] followers, [---] engagements
"@compoundpapi Apparel. $VSCO already did on Friday; I like $AEO and $VFC too. Perhaps O&G as well"
X Link 2025-04-07T08:58Z [----] followers, [---] engagements
"@benbstwits By the way can coffee grow in the US How are those 100% tariffs going to work for $sbux"
X Link 2025-04-07T18:33Z [----] followers, [--] engagements
"@puppyeh1 Not sure we go that far on 1) and 2) but agree with the rest. Tariffs became a negotiation after being non negotiable Bessent taking the lead vs. the other clowns Musk speaking against it so first signs of reversing this circus are there"
X Link 2025-04-09T05:47Z [----] followers, [----] engagements
"Is $PFE going to $0"
X Link 2025-04-09T13:49Z [----] followers, [---] engagements
"$VSCO back to pre-tariffs announcement levels and up 35% from the lows. Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC"
X Link 2025-04-10T05:56Z [----] followers, [----] engagements
"Whats the bear case on $PFE Trading at tobacco valuations when they make Viagra"
X Link 2025-04-10T07:02Z [----] followers, [----] engagements
"@AdamB1438 @rev_cap 100% dont think he ever believed a word of that realignment Main Street vs. Wall Street etc"
X Link 2025-04-20T15:27Z [----] followers, [--] engagements
"What was so exciting about $AAP earnings"
X Link 2025-05-22T18:34Z [----] followers, [---] engagements
"Available at the bargain price of 80x earnings. What could possibly go wrong I added $FICO to my watchlist after the selloff.I'll admit I'm surprised to see no bounce back.doesn't mean this can't go higher but looks like real concerns for future earnings.hmm anyone buying today https://t.co/aWQzdYnIfC I added $FICO to my watchlist after the selloff.I'll admit I'm surprised to see no bounce back.doesn't mean this can't go higher but looks like real concerns for future earnings.hmm anyone buying today https://t.co/aWQzdYnIfC"
X Link 2025-05-22T18:35Z [----] followers, [----] engagements
"Is this good news for $LQDA @AlphaHunte79332 https://t.co/IMj0qIOIFW @AlphaHunte79332 https://t.co/IMj0qIOIFW"
X Link 2025-07-23T16:10Z [----] followers, [----] engagements
"Thesis creep: from TACO to Sydney Sweeneys ass. $AEO Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC Apparel got killed on tariffs but probably worth a bet here. Reindustrialization is not about producing t-shirts and underwear. $VSCO $AEO $VFC"
X Link 2025-07-24T06:23Z [----] followers, [----] engagements
"Weve had accelerating uptake over time () each week seems to be a little bit better than the one before. $LQDA"
X Link 2025-08-12T13:20Z [----] followers, [----] engagements
"We have seen switches () we have been surprised with the volume of those 🧨 $UTHR is cooked"
X Link 2025-08-12T13:25Z [----] followers, [---] engagements
"Vocal shorts changing side. Let them squeeze. Just wondering how long $UTHR will wait before throwing a desperate bid. $LQDA - super strong. Has blown past expectations - a lot of upside. I was skeptical here for a while. Follow the numbers . this one should do well👀 $LQDA - super strong. Has blown past expectations - a lot of upside. I was skeptical here for a while. Follow the numbers . this one should do well👀"
X Link 2025-08-12T15:12Z [----] followers, [----] engagements
"I learnt about Firefly in @BillBrewsterSCG podcast episode with @kcerminara. And now just found out that my man John Elkann is involved through Exor Seeds $EXO.MI 🤯"
X Link 2021-05-01T20:02Z [----] followers, [--] engagements
"@PandaValue @BillBrewsterSCG @kcerminara Not sure if its new as I dont pay too much attention to Seeds and wasnt aware of Firefly before the pod but found it browsing through the portfolio companies. https://www.exor.com/pages/companies-investments/investments/seeds https://www.exor.com/pages/companies-investments/investments/seeds"
X Link 2021-05-01T20:47Z [----] followers, [--] engagements
"@WillPan23822266 @phoenixvalue If you can buy on Euronext $RMS.PA thats what I would do"
X Link 2021-05-22T11:58Z [----] followers, [--] engagements
"Value investing vs. SPAC investing $PSTH $BOL.PA $ODET.PA $VIV.PA"
X Link 2021-06-05T09:00Z [----] followers, [--] engagements
"LVMH investor field trip & channel check. $MC.PA $LVMUY"
X Link 2021-07-10T16:21Z [----] followers, [--] engagements
"@blahblahblah9tn Could indicate that Odet will ultimately play a bigger role e.g. as HoldCo of Bollor (logistics) and Vivendi (media) maybe as the only remaining listed entity (tender for Vivendi stub & ODET/BOL share exchange for Bollor)"
X Link 2021-08-23T14:57Z [----] followers, [--] engagements
"Why did Bollor insist that Vivendi keeps 10% of UMG I think it supports the stub takeover thesis post-UMG distribution allowing Bollor to own as much of UMG as if he did not sell any of it. Remember $VIV.PA sold 20% of UMG to $TCEHY and just sold 10% to $PSH. 1/"
X Link 2021-08-31T07:11Z [----] followers, [--] engagements
"Azure might be the key growth driver but the productivity gains from Power Query / Power Pivot in Excel are mind blowing. Then automate all of your workflows in the cloud through Power BI dataflows add visualization and you're locked in the $MSFT ecosystem for life"
X Link 2021-10-21T22:09Z [----] followers, [--] engagements
"@buccocapital $ODET.PA because Bollor is playing 4D chess with everyone (and also because of the complicated cross-ownership structure)"
X Link 2021-11-07T22:47Z [----] followers, [--] engagements
"That does not account for a higher offer on $TIT.MI from $KKR. And you get downside protection from massive buybacks as soon as the price drops [--] cts below [--] EUR. Wouldn't be surprised if they raise the buyback limit given the TIM situation"
X Link 2021-11-25T16:55Z [----] followers, [--] engagements
"@GWInvestors @MetaPanda1 @MrHypeMind Very surprised the market has not rewarded those great results so far. Any idea why Offering overhang No 100% in pharma but seems like Zandelisib is fully derisked here"
X Link 2021-12-02T08:00Z [----] followers, [--] engagements
"When you shorted $SHOP into earnings"
X Link 2022-02-16T14:55Z [----] followers, [--] engagements
"Luxury goods names have been big Covid winners and are posting impressive results but Kering not so much. Down 6% at open following Q1 results (organic revenues +21% vs. +23% for LVMH). $KER.PA $ $RMS.PA http://MC.PA http://MC.PA"
X Link 2022-04-22T07:30Z [----] followers, [--] engagements
"I can start to smell fear from the BTFD crowd. We are slowly getting there"
X Link 2022-04-26T20:43Z [----] followers, [--] engagements
"I'm not following $CVNA closely so no strong opinion but what strikes me is that some really smart investors are long the name while others are convinced it's a $0. Very different from other battleground stocks for which the longs usually look delusional"
X Link 2022-04-28T17:31Z [----] followers, [---] engagements
"@JoelGiedt It's a difficult decision; I got my face ripped off during the March bounce but made it all back. I guess I still need to work on my technical game to set stops at the right levels"
X Link 2022-04-30T11:10Z [----] followers, [--] engagements
"Kering trading at its lowest valuation since [----] (EU debt crisis). Cheap on absolute terms - luxury goods are discretionary but there seem to be room for earnings downgrades here Yes LVMH is better but discount seems too wide. $KER.PA $MC.PA $LVMUY h/t @youngbloodcap"
X Link 2022-05-19T10:18Z [----] followers, [--] engagements
"Why $KSS is back at $40. Ive a hard time believing this - there are many bidders in a competitive process can be financed largely via sale-leaseback. Maybe we wont see $68 given results BoD should obviously have accepted offers at that level. But hard to believe no deal. As I reported on @CNBCClosingBell Im told major bidders have told Kohls theyre moving to sidelines & a deal wont get financed in the $60s. lenders dont have confidence in the numbers after this weeks earnings. Bidders havent withdrawn but are on the sidelines $kss As I reported on @CNBCClosingBell Im told major bidders have"
X Link 2022-05-21T12:31Z [----] followers, [--] engagements
"Im probably a future bagholder here Interesting situation where pressure is increasing to sell the company but at the same time lots of explaining to do if you accept a much lower offer now after having rejected $68"
X Link 2022-05-21T12:32Z [----] followers, [--] engagements
"This needs to stop. Long $KER.PA. Not sure what will happen to the $LVMUY empire once Bernard hands over the keys to his sons 😬 https://t.co/q1a9HAiTOl Not sure what will happen to the $LVMUY empire once Bernard hands over the keys to his sons 😬 https://t.co/q1a9HAiTOl"
X Link 2022-06-17T07:21Z [----] followers, [--] engagements
"The $9 billion sale of PartnerRe from Exor to Cova should close soon. Elkann getting a big check at the right time. Looking for bargains in luxury Dumas (Herms CEO) joined the BoD a month ago. $EXO.MI $RMS.PA"
X Link 2022-06-22T12:47Z [----] followers, [--] engagements
"@Valuations_ @TeaBagCapital Really intrigued by this $LEVI. Iconic brand cheap under-followed seems well managed - great results and strategy. Thanks for putting it on my radar. But I keep wondering whether apparel (outside of women undergarment) is investible"
X Link 2022-07-08T07:00Z [----] followers, [--] engagements
"Everyone hating on Ack and $PSTH but until recently you could get a free option on SPARs. Not sure how it will be valued ultimately if approved but if its free Gimme Bloomberg LP in 12-18 months @BillAckman. Slow week in Event-Driven but we dive into a few new faves. Anyone else clipping some SPARs We paid 3c for ours (in size) as noted in the KEDM Discord. Think this one pays for a lifetime subscription🤞🤞 Also check out updates on [--] other themes at https://t.co/96H0QQnv0o Slow week in Event-Driven but we dive into a few new faves. Anyone else clipping some SPARs We paid 3c for ours (in"
X Link 2022-07-17T15:18Z [----] followers, [--] engagements
"Burberry has been a rumored takeover target for [--] years now. How long before LVMH makes an offer $BRBY.LN $MC.PA $LVMUY"
X Link 2022-07-23T11:24Z [----] followers, [--] engagements
"Garbage still outperforming in this tape. Its quite something"
X Link 2022-09-21T20:48Z [----] followers, [--] engagements
"@Sleepysolcap Too spicy Have you looked at BNP in France Real cheap and solid franchise. EU banks have struggled for years but ECB seems to be done with negative rates"
X Link 2022-10-13T16:51Z [----] followers, [--] engagements
"I'm pretty sure Vivendi won't be a public company one year from now. How much Bollor will screw minorities is left to be seen tough. Would be interesting to see an activist getting involved here"
X Link 2022-10-22T12:23Z [----] followers, [--] engagements
"Paging general @BillAckman - wouldn't it be amazing for you to get involved on the other side of Bollor after the $UMG episode Pressure to divest the public equities portfolio and buyback shares of media assets trading at 2x EBITDA"
X Link 2022-10-22T12:25Z [----] followers, [--] engagements
"@french_special @BillAckman Yes indeed but hard to imagine them walking back on that after explicitly saying they expect to cancel the shares next summer. Waiting that long to cancel them may be seen as proof of what's going to ultimately happen"
X Link 2022-10-22T18:45Z [----] followers, [--] engagements
"Dont you have 20% downside here if deal is blocked Whats Elliotts goal here $PM $SWMA Hedge fund Elliott boosts its stake in nicotine-pouch maker Swedish Match to 10.5% a new twist in the takeover battle https://t.co/ygSjSGpbgy Hedge fund Elliott boosts its stake in nicotine-pouch maker Swedish Match to 10.5% a new twist in the takeover battle https://t.co/ygSjSGpbgy"
X Link 2022-10-28T09:19Z [----] followers, [--] engagements
"Dior looking for an "Innovation Web3 & Metaverse Project Manager"🚩 $MC.PA $LVMUY"
X Link 2022-11-18T08:32Z [----] followers, [--] engagements
"🚩🚩🚩 $LVMUY $MC.PA $TSLA"
X Link 2023-06-17T09:01Z [----] followers, [----] engagements
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::scroogecapital