# ![@shravanrayhaan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::148408555.png) @shravanrayhaan Mr.Paul

Mr.Paul posts on X about $xyf, $kspi, market cap, balance sheet the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::148408555/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::148408555/c:line/m:interactions.svg)

- [--] Week [------] +661%
- [--] Month [------] +71%
- [--] Months [-------] +254%
- [--] Year [-------] +836%

### Mentions: [--] [#](/creator/twitter::148408555/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::148408555/c:line/m:posts_active.svg)

- [--] Week [--] -12%
- [--] Month [---] +5.70%
- [--] Months [---] +264%
- [--] Year [-----] +1,132%

### Followers: [---] [#](/creator/twitter::148408555/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::148408555/c:line/m:followers.svg)

- [--] Week [---] +1.20%
- [--] Month [---] +3.90%
- [--] Months [---] +42%
- [--] Year [---] +141%

### CreatorRank: [---------] [#](/creator/twitter::148408555/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::148408555/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  19.23% [stocks](/list/stocks)  10.77% [technology brands](/list/technology-brands)  5.38% [currencies](/list/currencies)  4.62% [countries](/list/countries)  3.85% [social networks](/list/social-networks)  2.31% [celebrities](/list/celebrities)  1.54% [cryptocurrencies](/list/cryptocurrencies)  0.77%

**Social topic influence**
[$xyf](/topic/$xyf) #1, [$kspi](/topic/$kspi) #16, [market cap](/topic/market-cap) #1715, [balance sheet](/topic/balance-sheet) 3.08%, [check](/topic/check) 2.31%, [$finv](/topic/$finv) 2.31%, [whats the](/topic/whats-the) 2.31%, [growth](/topic/growth) 2.31%, [$nndm](/topic/$nndm) 1.54%, [ceo](/topic/ceo) 1.54%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@2iqresearch](/creator/undefined) [@friendlycapmgmt](/creator/undefined) [@ceostockwatcher](/creator/undefined) [@michaelrosmer](/creator/undefined) [@ragingbullcap](/creator/undefined) [@iancassel](/creator/undefined) [@kyctoo](/creator/undefined) [@larryjamieson](/creator/undefined) [@pandawatch88](/creator/undefined) [@vemanti](/creator/undefined) [@tanctran](/creator/undefined) [@giovannir33733](/creator/undefined) [@tciiblog](/creator/undefined) [@compassgroupuk](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@peterschiff](/creator/undefined) [@bridgepointcomm](/creator/undefined) [@clancy3105](/creator/undefined) [@moxieland](/creator/undefined)

**Top assets mentioned**
[Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Snap, Inc. (SNAP)](/topic/$snap) [SBC Medical Group Holdings Incorporated (SBC)](/topic/$sbc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Klarna Group plc (KLAR)](/topic/klarna) [SONM (SNM)](/topic/sonm) [D-MARKET Electronic Services & Trading (HEPS)](/topic/$heps)
### Top Social Posts
Top posts by engagements in the last [--] hours

"After reading the recent concall transcripts of $plby playboy enterprises one is tempted to ask Can an old dog learn new tricks"  
[X Link](https://x.com/shravanrayhaan/status/1991793667766731039)  2025-11-21T08:59Z [---] followers, [---] engagements


"On the disappointment front $mny moneyhero still remains a money zero. Went long the warrants @ .065 prior to earnings . Hopefully the next quarter will be adjusted EBITDA profitable as management promised or perhaps even reach operating profitability at some pointelse goodby"  
[X Link](https://x.com/shravanrayhaan/status/2004550895435153912)  2025-12-26T13:52Z [---] followers, [---] engagements


"@CallsPuts1 @stockgutter"  
[X Link](https://x.com/shravanrayhaan/status/2004552136223604863)  2025-12-26T13:57Z [---] followers, [--] engagements


"@grok @TCII_Blog Divvy cut this year"  
[X Link](https://x.com/shravanrayhaan/status/2016031588514209949)  2026-01-27T06:12Z [---] followers, [--] engagements


"@Tintincapital @grok fact check"  
[X Link](https://x.com/shravanrayhaan/status/2016124920233918890)  2026-01-27T12:23Z [---] followers, [---] engagements


"Considering actions being taken by GOI won't be too surprised to see USD :INR stabilising at this point or even dropping to [--] by year end. Modi ji hai to mumkin hai"  
[X Link](https://x.com/shravanrayhaan/status/2016457609684115464)  2026-01-28T10:25Z [---] followers, [--] engagements


"@grok @2iqresearch @compassgroupuk Thanks this was useful"  
[X Link](https://x.com/shravanrayhaan/status/2018361419977404901)  2026-02-02T16:30Z [---] followers, [--] engagements


"@grok @SFarringtonBKC What prices and quantity did they buy at"  
[X Link](https://x.com/shravanrayhaan/status/2018402613092581713)  2026-02-02T19:14Z [---] followers, [--] engagements


"@JoshuaDone Murchison is the hedge fund that got control of $nndm .The above is their average cost price. Nano has about [---] to [---] mn in net cash as of latest financials. Also Stratasys shares . So between [--] to [---] in cash =vents per share"  
[X Link](https://x.com/shravanrayhaan/status/2018923951301484549)  2026-02-04T05:45Z [---] followers, [--] engagements


"@PeterSchiff @grok besides thor explorations which one can this be"  
[X Link](https://x.com/shravanrayhaan/status/2018979738476540337)  2026-02-04T09:27Z [---] followers, [---] engagements


"@grok @PeterSchiff Confirm aisc for both names you mentioned"  
[X Link](https://x.com/shravanrayhaan/status/2018980534677033270)  2026-02-04T09:30Z [---] followers, [--] engagements


"@2iqresearch @BridgePointComm @grok trades ttm vs base compensation"  
[X Link](https://x.com/shravanrayhaan/status/2019662940174184518)  2026-02-06T06:42Z [---] followers, [--] engagements


"@Anuruddhsi67387 @grok trades ttm vs base pay"  
[X Link](https://x.com/shravanrayhaan/status/2019663074366824507)  2026-02-06T06:42Z [---] followers, [--] engagements


"@ragingbullcap @grok what are the numbers now (market cap share count ev)"  
[X Link](https://x.com/shravanrayhaan/status/2019671527114076184)  2026-02-06T07:16Z [---] followers, [--] engagements


"@grok @ragingbullcap Cant find any mentions of this on their 13f. Care to scan the web and confirm"  
[X Link](https://x.com/shravanrayhaan/status/2019672717868573143)  2026-02-06T07:21Z [---] followers, [--] engagements


"@grok @ragingbullcap Is Murray Stahl involved in this"  
[X Link](https://x.com/shravanrayhaan/status/2019687640535273784)  2026-02-06T08:20Z [---] followers, [--] engagements


"@grok @2iqresearch @BridgePointComm Is their ev 1%of their aum"  
[X Link](https://x.com/shravanrayhaan/status/2019693688809800059)  2026-02-06T08:44Z [---] followers, [--] engagements


"@DeepValueStonks @grok help us out"  
[X Link](https://x.com/shravanrayhaan/status/2019771889195905463)  2026-02-06T13:55Z [---] followers, [--] engagements


"@DoNotMindPlease @grok how many of these have done a buyback in last [--] years Also dividends"  
[X Link](https://x.com/shravanrayhaan/status/2020366643734700043)  2026-02-08T05:18Z [---] followers, [---] engagements


"@soigomaa Wonder why she chose him multiple times"  
[X Link](https://x.com/shravanrayhaan/status/2020419147000353205)  2026-02-08T08:47Z [---] followers, [--] engagements


"@clancy3105 @grok calculate ev as per latest. Also whose the Richard edward s mentioned here"  
[X Link](https://x.com/shravanrayhaan/status/2020495191166349630)  2026-02-08T13:49Z [---] followers, [--] engagements


"@grok @clancy3105 Why is the Richard fellow interested"  
[X Link](https://x.com/shravanrayhaan/status/2020512134388486275)  2026-02-08T14:56Z [---] followers, [--] engagements


"@smallcapstocs @grok calculate ev as per latest"  
[X Link](https://x.com/shravanrayhaan/status/2020746285318541733)  2026-02-09T06:27Z [---] followers, [--] engagements


"@Handrev @grok fact check this. Economic growth and gold standard dont seem to be too intertwined atleast since [----] s"  
[X Link](https://x.com/shravanrayhaan/status/2020831155831091550)  2026-02-09T12:04Z [---] followers, [---] engagements


"@willyNgendahayo @iluminatibot @grok waddaya think"  
[X Link](https://x.com/shravanrayhaan/status/2021104169843818613)  2026-02-10T06:09Z [---] followers, [--] engagements


"@Kacper_PK_CH @pdx2155 @CarloFerlauto @grok fact check"  
[X Link](https://x.com/shravanrayhaan/status/2021280243768504823)  2026-02-10T17:48Z [---] followers, [---] engagements


"@moxieland In zooz"  
[X Link](https://x.com/shravanrayhaan/status/2021306836423418196)  2026-02-10T19:34Z [---] followers, [--] engagements


"@beachbreezer @elonmusk Maybe because he gets a lot more done"  
[X Link](https://x.com/anyuser/status/1469593185311551490)  2021-12-11T09:01Z [---] followers, [--] engagements


"@tipofwudan The reason why eyelid surgery is so popular these days in Japan"  
[X Link](https://x.com/anyuser/status/1875099748304359570)  2025-01-03T08:39Z [---] followers, [----] engagements


"@napoleonmastery Elaborate"  
[X Link](https://x.com/shravanrayhaan/status/1879905094784716953)  2025-01-16T14:54Z [---] followers, [--] engagements


"@DheerajNam Wouldn't worry too much about that considering the balance sheet isn't very leveraged p/b is .2 and after successive buybacks since [----] ceo owns 54% at this point. If anything I'd compare it to $qfin $FINV etc to see how they're dealing with it"  
[X Link](https://x.com/shravanrayhaan/status/2008201674540855728)  2026-01-05T15:39Z [---] followers, [---] engagements


"@CEOStockWatcher @grok Cfo base compensation vs buy . Also how long has he been there and how much stock does he already own"  
[X Link](https://x.com/shravanrayhaan/status/2016898643526295998)  2026-01-29T15:38Z [---] followers, [--] engagements


"@2iqresearch @compassgroupuk @grok insider trades ttm vs base compensation"  
[X Link](https://x.com/shravanrayhaan/status/2018359263069081795)  2026-02-02T16:22Z [---] followers, [--] engagements


"@kevinakwok @grok who's grimes Context please"  
[X Link](https://x.com/shravanrayhaan/status/2021102352955269300)  2026-02-10T06:02Z [---] followers, 30.2K engagements


"@Crowhurst68 @grok fact check. Also ev as per latest"  
[X Link](https://x.com/shravanrayhaan/status/2021259155903045905)  2026-02-10T16:25Z [---] followers, [--] engagements


"@Lycanbull @grok eli5"  
[X Link](https://x.com/shravanrayhaan/status/2021320097122615425)  2026-02-10T20:27Z [---] followers, [--] engagements


"@malpani Id rather prefer paying for claude"  
[X Link](https://x.com/shravanrayhaan/status/2021472962579398811)  2026-02-11T06:34Z [---] followers, [---] engagements


"@JohnZidar @grok latest shareholder pattern Cash and liabilities on balance sheet"  
[X Link](https://x.com/shravanrayhaan/status/2021580019735126243)  2026-02-11T13:40Z [---] followers, [--] engagements


"@EricTheUmpire Why should this achieve a [---] mn usd plus market cap"  
[X Link](https://x.com/shravanrayhaan/status/2021823403817394513)  2026-02-12T05:47Z [---] followers, [--] engagements


"@blondesnmoney @grok who's more aggressive since [----] This or $xyf (x financial) In terms of retiring total shares outstanding"  
[X Link](https://x.com/shravanrayhaan/status/2018936582376722639)  2026-02-04T06:36Z [---] followers, [---] engagements


"@finphysnerd @grok will this make me rich What's their shareholder return policy Peer valuation"  
[X Link](https://x.com/shravanrayhaan/status/1974892720964718879)  2025-10-05T17:41Z [---] followers, [---] engagements


"Earnings week/fortnight for all my holdings $kspi November [--] $ytra November [--] $izea November [--] $sbc medical November [--] $NNDM nano November [--] $thx.v thor results should be out soon considering they've already given the operating update"  
[X Link](https://x.com/shravanrayhaan/status/1986356478039761070)  2025-11-06T08:54Z [---] followers, [---] engagements


"@TCII_Blog @grok check dividend yield against [--] week highs since 2020"  
[X Link](https://x.com/shravanrayhaan/status/2016025861850595553)  2026-01-27T05:49Z [---] followers, [---] engagements


"@Carlos_MoraM @grok what's the buyback authorization vs market cap at announcement"  
[X Link](https://x.com/shravanrayhaan/status/2020959277209485815)  2026-02-09T20:33Z [---] followers, [---] engagements


"@Henrik115 @grok eli5"  
[X Link](https://x.com/shravanrayhaan/status/2021518053553610883)  2026-02-11T09:33Z [---] followers, [--] engagements


"@2iqresearch @Badger_Meter @grok when did he become cfo Insider trades t vs base pay"  
[X Link](https://x.com/shravanrayhaan/status/2021600534239514744)  2026-02-11T15:01Z [---] followers, [--] engagements


"@iancassel @lagourgue1 Any chance this ll be there by my birthday (15 May)"  
[X Link](https://x.com/shravanrayhaan/status/2021635625846550622)  2026-02-11T17:21Z [---] followers, [--] engagements


"@Buldak_Crypto @ericjackson"  
[X Link](https://x.com/shravanrayhaan/status/2021641362844832084)  2026-02-11T17:43Z [---] followers, [--] engagements


"@CEOStockWatcher @grok ttm roe latest p/b as per cmp"  
[X Link](https://x.com/shravanrayhaan/status/2021646710230200802)  2026-02-11T18:05Z [---] followers, [--] engagements


"@Baba_Yaga_1969 @grok what happened here"  
[X Link](https://x.com/shravanrayhaan/status/2021935818454315050)  2026-02-12T13:13Z [---] followers, [--] engagements


"@John_Hempton @Aku_700 Lol who was that unfortunate soul"  
[X Link](https://x.com/shravanrayhaan/status/2021937043925086228)  2026-02-12T13:18Z [---] followers, [--] engagements


"@fintech_shark i agree with you even if currently Im mostly in usd denominated sticks"  
[X Link](https://x.com/shravanrayhaan/status/2021938666743239068)  2026-02-12T13:25Z [---] followers, [--] engagements


"@KennyAck5 @ragingbullcap meta has super voting stock too"  
[X Link](https://x.com/shravanrayhaan/status/2021972501719597059)  2026-02-12T15:39Z [---] followers, [---] engagements


"@grok @Larryjamieson_ @grok [--] western exchanges who's sp has underperformed their markets for [--] years"  
[X Link](https://x.com/shravanrayhaan/status/2022268988320067791)  2026-02-13T11:17Z [---] followers, [--] engagements


"I have a theory. Assuming $yext ceo was seriously considering an mbo at $9 & couldn't do it due to lack of financing The latest tender offer is simply using co. resources to lower the public float & eventually delisting cost perhaps at a higher share price . Disc:no position"  
[X Link](https://x.com/shravanrayhaan/status/2022260033602699672)  2026-02-13T10:42Z [---] followers, [---] engagements


"@Larryjamieson_ @grok give [--] examples"  
[X Link](https://x.com/shravanrayhaan/status/2022266504226525294)  2026-02-13T11:08Z [---] followers, [---] engagements


"@undrvalue @grok outline the risks. Why is the market so scared"  
[X Link](https://x.com/shravanrayhaan/status/2022275798242369915)  2026-02-13T11:44Z [---] followers, [---] engagements


"@sidecarcap Snowball Without a doubt"  
[X Link](https://x.com/anyuser/status/1714579592521077017)  2023-10-18T09:50Z [---] followers, [--] engagements


"For me- [--]. Id probably commit to holding $kspi for another [--] to [--] years.lol (Been holding since 2022) [--]. growth/ momentum names like Nvidia Meta Google etc 3.Established large caps like McDonald's Coca cola etc [--]. Bonds probably too [--]. No adr s for sure [--]. No spac warrants"  
[X Link](https://x.com/shravanrayhaan/status/2009932374323409283)  2026-01-10T10:16Z [---] followers, [---] engagements


"@FriendlyCapMgmt Why is $kspi or halyk priced the way it is Why is $xyf despite retiring 25%+ of float since [----] priced the way it is"  
[X Link](https://x.com/shravanrayhaan/status/2014645842528051460)  2026-01-23T10:26Z [---] followers, [----] engagements


"@FriendlyCapMgmt Considering $kspi s p/e of [---] even if new products+ turkey dont end up moving the needle ceterus paribus all you need to win at this point is dividend resumption +the bv selloff stopping. also Kazakh gdp growth🔥 $xyf = X financial shareholder friendly since 2022"  
[X Link](https://x.com/shravanrayhaan/status/2017622912229134443)  2026-01-31T15:36Z [---] followers, [---] engagements


"$kspi doing its usually pre quarterly earnings dance 😆 🤣 right on schedule. Lets see where it gets this time"  
[X Link](https://x.com/shravanrayhaan/status/2018337465871085674)  2026-02-02T14:55Z [---] followers, [---] engagements


"@SFarringtonBKC @grok insider buying ttm vs base pay here. Also how are the investments faring"  
[X Link](https://x.com/shravanrayhaan/status/2018399757652349108)  2026-02-02T19:02Z [---] followers, [---] engagements


"$kspi results scheduled for [--] March [----] https://ir.kaspi.kz/media/FY25_Call_Invitation.pdf https://ir.kaspi.kz/media/FY25_Call_Invitation.pdf"  
[X Link](https://x.com/shravanrayhaan/status/2019446137502015518)  2026-02-05T16:20Z [---] followers, [---] engagements


"@2iqresearch @grok insider trades ttm vs base pay"  
[X Link](https://x.com/shravanrayhaan/status/2021595483525767384)  2026-02-11T14:41Z [---] followers, [--] engagements


"@ericjackson looks like Robert de Niro from the Irish man"  
[X Link](https://x.com/shravanrayhaan/status/2021940831494844764)  2026-02-12T13:33Z [---] followers, [---] engagements


"@CEOStockWatcher @grok insider trades Ttm vs base pay"  
[X Link](https://x.com/shravanrayhaan/status/2021973127144910974)  2026-02-12T15:42Z [---] followers, [--] engagements


"@lorenz_swen @grok at what % of aum did the deal get done (ev)"  
[X Link](https://x.com/shravanrayhaan/status/2021993185711681906)  2026-02-12T17:01Z [---] followers, [--] engagements


"@CEOStockWatcher @grok insider trades ttm vs base pay"  
[X Link](https://x.com/shravanrayhaan/status/2022001004028604833)  2026-02-12T17:33Z [---] followers, [--] engagements


"@grok @CEOStockWatcher Are they profitable with a balance sheet full of cash"  
[X Link](https://x.com/shravanrayhaan/status/2022009557237801091)  2026-02-12T18:07Z [---] followers, [--] engagements


"@grok @GMN_watch Yeah But what could emjx be worth"  
[X Link](https://x.com/shravanrayhaan/status/2022241730696008043)  2026-02-13T09:29Z [---] followers, [--] engagements


"@MichaelRosmer @grok Assuming this is a civilized debate and not a street fight My experience has been the best with claude followed by grok Chatgpt and Gemini often tend to not have the latest data like cmp gloss over important new developments and even when I upload the whole doc miss key deets"  
[X Link](https://x.com/shravanrayhaan/status/2022247559704756405)  2026-02-13T09:52Z [---] followers, [--] engagements


"@grok @InvestSpecial Calculate ev as per latest financials and cmp"  
[X Link](https://x.com/shravanrayhaan/status/2022253048115183703)  2026-02-13T10:14Z [---] followers, [--] engagements


"@MichaelRosmer @grok Claude is good for the complex stuff"  
[X Link](https://x.com/shravanrayhaan/status/2022426836920308073)  2026-02-13T21:45Z [---] followers, [--] engagements


"Just how crazy would a [--] billion usd mkt cap be for $kspi"  
[X Link](https://x.com/shravanrayhaan/status/2008603749120700550)  2026-01-06T18:17Z [---] followers, [----] engagements


"@F_Compounders @grok why is the market giving me this gift"  
[X Link](https://x.com/shravanrayhaan/status/2010037632840163431)  2026-01-10T17:14Z [---] followers, [----] engagements


"@grok @pandawatch88 Waddaya think about $xyf using the framework op is using"  
[X Link](https://x.com/shravanrayhaan/status/2010285774407950592)  2026-01-11T09:40Z [---] followers, [---] engagements


"Everybody wants the gamblers to win But nobody can stand to see the house succeed"  
[X Link](https://x.com/shravanrayhaan/status/2021661513489203200)  2026-02-11T19:04Z [---] followers, [--] engagements


"@AlphaTalkStocks @grok please fact check this"  
[X Link](https://x.com/shravanrayhaan/status/2022260210891657363)  2026-02-13T10:43Z [---] followers, [--] engagements


"@grok @Larryjamieson_ No read the tweet and give examples"  
[X Link](https://x.com/shravanrayhaan/status/2022267157816725694)  2026-02-13T11:10Z [---] followers, [--] engagements


"@MichaelRosmer @grok No Primarily to evaluate stocks for claude and grok Chatgpt for image generationhealth advice and personal journaling"  
[X Link](https://x.com/shravanrayhaan/status/2022459300455813594)  2026-02-13T23:54Z [---] followers, [--] engagements


"The truth like a fart stinks harder the longer you take to release it"  
[X Link](https://x.com/shravanrayhaan/status/1357175597412331521)  2021-02-04T03:54Z [---] followers, [--] engagements


"@DV_Situations @sylvainbl1 How did it work out"  
[X Link](https://x.com/shravanrayhaan/status/1702777064250892514)  2023-09-15T20:11Z [---] followers, [--] engagements


"@Silver__Santa Why is the market offering you this gift"  
[X Link](https://x.com/shravanrayhaan/status/1849840734767079733)  2024-10-25T15:49Z [---] followers, [---] engagements


"@RL_Stine You are the goat"  
[X Link](https://x.com/shravanrayhaan/status/1884647930721951774)  2025-01-29T17:00Z [---] followers, [---] engagements


"@GabGrowth Are the regulators in Indonesia sleeping"  
[X Link](https://x.com/shravanrayhaan/status/1886718769025659153)  2025-02-04T10:09Z [---] followers, [----] engagements


"@ProvidenceMom17 @ScottAdamsSays Agree with her Scott. Might as well preserve that love juice before you chec/m out tc"  
[X Link](https://x.com/shravanrayhaan/status/1940404330336809295)  2025-07-02T13:36Z [---] followers, [----] engagements


"@hajiyev_rashad Im beginning to see the wisdom of giving into my fomo and buying a silver junior or two"  
[X Link](https://x.com/shravanrayhaan/status/1944337082056429904)  2025-07-13T10:04Z [---] followers, [---] engagements


"@grok @finphysnerd Lower growth prospectswhat do you mean"  
[X Link](https://x.com/shravanrayhaan/status/1974893216219689125)  2025-10-05T17:43Z [---] followers, [--] engagements


"@ToffCap @grok management changes since 2020"  
[X Link](https://x.com/shravanrayhaan/status/1996550300631761137)  2025-12-04T12:01Z [---] followers, [--] engagements


"@stock_logging @grok operating performance since 2020"  
[X Link](https://x.com/shravanrayhaan/status/1996991909211119860)  2025-12-05T17:15Z [---] followers, [--] engagements


"@grok @stock_logging @grok WHATS THE CATCH HERE"  
[X Link](https://x.com/shravanrayhaan/status/1996997338892787940)  2025-12-05T17:37Z [---] followers, [--] engagements


"@reticulosaurus @grok please give me context to this tweet eli5"  
[X Link](https://x.com/shravanrayhaan/status/2001966207004705126)  2025-12-19T10:41Z [---] followers, [--] engagements


"@aaronvalue I sometimes worry that you might feel burned out by [----] when this thing might really take off. I'll be surprised if mso stocks don't test everyone's patience first. Please take care. I love your substack. Happy new year"  
[X Link](https://x.com/shravanrayhaan/status/1478920982219812864)  2022-01-06T02:46Z [---] followers, [--] engagements


"@Helios_Movement All right My [--] day break starts Tuesday Bean soup.lol"  
[X Link](https://x.com/shravanrayhaan/status/1683396050537828353)  2023-07-24T08:37Z [---] followers, [----] engagements


"@chasericker3 @YouTube wish you would discuss the business model and it's competitive position rather than just spout the balance sheet numbers"  
[X Link](https://x.com/anyuser/status/1690605671144890368)  2023-08-13T06:06Z [---] followers, [---] engagements


"@chasericker3 @6jykdryyb7 @striderincity 1st half net profits are up 50% @ [---] mn usd Assuming no furtger growth its [---] billion net profit or a p/e of [--] at a [--] bn market cap P s I think it's [--] billion mkt cap( especially after you subtract the shares bought back last year)"  
[X Link](https://x.com/shravanrayhaan/status/1691442527742947328)  2023-08-15T13:31Z [---] followers, [--] engagements


"1. Imagine an absolute monopoly of fintech monopolies (Amazon Alipay and Klarna thrown into1) for [--] million people combined into one. Company is continuously expanding into new verticals like classified ticketing used car sales etc as well as adjoining geographies"  
[X Link](https://x.com/anyuser/status/1700186062872785059)  2023-09-08T16:35Z [---] followers, [---] engagements


"@Fathers_Writes Why does nobody study the British empire"  
[X Link](https://x.com/anyuser/status/1703385914154840403)  2023-09-17T12:30Z [---] followers, [---] engagements


"@SoCalJohnnyc @LukeVerswey @awilkinson Honestly recommend you read a bit of his bio Guy has been broke lost a child in the cancer got divorced when it was considered shameful and in the [--] s had a very dissatisfied period in his investment partnership"  
[X Link](https://x.com/shravanrayhaan/status/1710053584220361085)  2023-10-05T22:05Z [---] followers, [---] engagements


"@olukhandah @timecaptales @fasc1nate She's a famous singer. Used to sing happy birthday in the white house"  
[X Link](https://x.com/anyuser/status/1747096298208293066)  2024-01-16T03:19Z [---] followers, [---] engagements


"@fastrlife God I love these tweets"  
[X Link](https://x.com/shravanrayhaan/status/1815080227871023179)  2024-07-21T17:43Z [---] followers, [---] engagements


"@Akshat_World Bhai I respect your mind but tu rota bahut hai"  
[X Link](https://x.com/shravanrayhaan/status/1885374000718610640)  2025-01-31T17:06Z [---] followers, [--] engagements


"@Szew_invest We don't know the amount.so div yield is a bit misleading"  
[X Link](https://x.com/shravanrayhaan/status/1907004595764957355)  2025-04-01T09:38Z [---] followers, [---] engagements


"$cntm and $sonm arb /spread trades are either gonna be very profitable or very educational ones of my life"  
[X Link](https://x.com/anyuser/status/1909261699581903169)  2025-04-07T15:07Z [---] followers, [----] engagements


"Liquidated 1/2 of my $cntm position . The sec filings vs thr pr news is painting a murky picture. The lack of a TO only makes things harder to analyse. Still keeping 1/2 around incase the deal goes through. Cost basis .85"  
[X Link](https://x.com/shravanrayhaan/status/1912468506114937116)  2025-04-16T11:29Z [---] followers, [---] engagements


"Am I the only one (somewhat)attracted to $snap right now"  
[X Link](https://x.com/anyuser/status/1913114413076500838)  2025-04-18T06:16Z [---] followers, [----] engagements


"@Silver__Santa Usually I love what you post but this analysis is Gross injustice to Thor $THX.V"  
[X Link](https://x.com/shravanrayhaan/status/1918296581511549042)  2025-05-02T13:28Z [---] followers, [---] engagements


"@whoaish Go breaking bad write a book about it from jail sell the rights to your book and make millions from your movie"  
[X Link](https://x.com/shravanrayhaan/status/1946905957214335211)  2025-07-20T12:12Z [---] followers, [----] engagements


"@KirkSimon9 Following $snap"  
[X Link](https://x.com/anyuser/status/1951346204476072049)  2025-08-01T18:16Z [---] followers, [----] engagements


"@graddhybpc @grok check predictions since inception "  
[X Link](https://x.com/anyuser/status/1951642654669967619)  2025-08-02T13:54Z [---] followers, [---] engagements


"@DaBao_ @MikeFritzell Ghosts of people from [--] entities ago when it was a pirate doctor lead opium trading monopoly . They are trying to manipulate the sp as vengeance"  
[X Link](https://x.com/shravanrayhaan/status/1959885655498010968)  2025-08-25T07:48Z [---] followers, [---] engagements


"@FriendlyCapMgmt $kspi selling cannabis would be funny"  
[X Link](https://x.com/shravanrayhaan/status/2001032398696562928)  2025-12-16T20:51Z [---] followers, [---] engagements


"$kspi kaspi too has faced challenging times in the last few years. Almost everything i outlined in my initial premortem in May [----] has come to pass (with the exception of a Russian invasion of kazakhstan) High inflation slowing growthcompetition and low oil prices have all"  
[X Link](https://x.com/shravanrayhaan/status/2004550900451537146)  2025-12-26T13:52Z [---] followers, [---] engagements


"played their part. Also the relentless selling pressure from Baring vostok their initial PE backer doesn't really help matters. No shade on the management thoughthey've played a tough hand well introducing new products and maintaining general market dominance"  
[X Link](https://x.com/shravanrayhaan/status/2004550904792670438)  2025-12-26T13:52Z [---] followers, [---] engagements


"Their $heps Hepsiburada acquisition too seems to going ok and perhaps next year can serve as an entry point for the much bigger Turkish market . I'll have to see atleast 20% growth in usd terms for me to justify holding it for year [--] considering a. Its 50% of my portfolio"  
[X Link](https://x.com/shravanrayhaan/status/2004550908844405193)  2025-12-26T13:52Z [---] followers, [---] engagements


"@grok @Akshat_World Tell me more When this was very right When very off (more than [---] year lag) Give the percentages Reminds me a bit of the keys to the white house thing until trump got re elected"  
[X Link](https://x.com/shravanrayhaan/status/2004986844493365739)  2025-12-27T18:44Z [---] followers, [--] engagements


"@grok @pandawatch88 Regs Also isn't the price to book like .2 and the market cap almost = to the cash Also aren't their shareholder returns higher on a % basis ( base year 2022) compared to the other's on this list Also what's the npl trend relative to others Also debt to equity relatively"  
[X Link](https://x.com/shravanrayhaan/status/2010292741213966590)  2026-01-11T10:08Z [---] followers, [--] engagements


"@BOSSTRADING0 @grok ttm insider trades vs base compensation"  
[X Link](https://x.com/shravanrayhaan/status/2018358707361620003)  2026-02-02T16:19Z [---] followers, [--] engagements


"@grok @BOSSTRADING0 Confirm cash comp vs equity awards"  
[X Link](https://x.com/shravanrayhaan/status/2018360413625434216)  2026-02-02T16:26Z [---] followers, [--] engagements


"@KYCtoo @iancassel @Vemanti @tanctran Congrats"  
[X Link](https://x.com/shravanrayhaan/status/2006345709797495070)  2025-12-31T12:44Z [---] followers, [--] engagements


"@KYCtoo @iancassel @Vemanti @tanctran @ONUSFinance Id rather check out your thinking/ thesis before and while making the investment if possible. process results"  
[X Link](https://x.com/shravanrayhaan/status/2006348785430245800)  2025-12-31T12:56Z [---] followers, [--] engagements


"@KYCtoo @iancassel @Vemanti @tanctran @ONUSFinance I will where can I read up on your thought process would be more helpful"  
[X Link](https://x.com/shravanrayhaan/status/2006350187372143076)  2025-12-31T13:02Z [---] followers, [--] engagements


"@aceboy8844 @grok what about loans by $xyf $finv etc"  
[X Link](https://x.com/shravanrayhaan/status/2011399787564941667)  2026-01-14T11:27Z [---] followers, [--] engagements


"Initiated a small position in $xyf . Cheapest of the bunch this side of $finv. Beware of existential risk should CCP decide"  
[X Link](https://x.com/shravanrayhaan/status/2011475784788221990)  2026-01-14T16:29Z [---] followers, [---] engagements


"$xyf dropping and hitting my bid (4% of portfolio now) While $finvo refuses to fall in the face of insider buying. Anything im missing as far as china fintech is concerned"  
[X Link](https://x.com/shravanrayhaan/status/2015829340228112617)  2026-01-26T16:49Z [---] followers, [---] engagements


"$Xyf falling this week like the CCP itself has a hard on for it. Wonder why Especially with $finvo holding steady"  
[X Link](https://x.com/shravanrayhaan/status/2016896302559433116)  2026-01-29T15:28Z [---] followers, [---] engagements


"@andrew1corpora1 @FriendlyCapMgmt For me$kspi has become 33% of portfolio. Not sure what you mean by brokerage firm but kaspi s dividends are set to resume this year. $xyf is about 4% "  
[X Link](https://x.com/shravanrayhaan/status/2017477245573730772)  2026-01-31T05:57Z [---] followers, [--] engagements


"@GiovanniR33733 @andrew1corpora1 @FriendlyCapMgmt @paul Honestly hope youve read the risk factors in the $xyf 20f .im long (& scared) esp. the part where they admit passing on hidden fee to customers for loan guarantee thanks to @pandawatch88 "  
[X Link](https://x.com/shravanrayhaan/status/2017617427643961386)  2026-01-31T15:14Z [---] followers, [---] engagements


"$xyf https://seekingalpha.com/filing/134302193 https://seekingalpha.com/filing/134302193"  
[X Link](https://x.com/shravanrayhaan/status/2018764991315456456)  2026-02-03T19:14Z [---] followers, [---] engagements

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