# ![@stockthoughts81 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3078628062.png) @stockthoughts81 Uncovering Value

Uncovering Value posts on X about ai, $bn, insurance, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::3078628062/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3078628062/c:line/m:interactions.svg)

- [--] Week [------] +23%
- [--] Month [-------] -63%
- [--] Months [-------] +158%
- [--] Year [-------] -42%

### Mentions: [--] [#](/creator/twitter::3078628062/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3078628062/c:line/m:posts_active.svg)

- [--] Week [--] +23%
- [--] Month [---] +23%
- [--] Months [---] +77%
- [--] Year [---] -3.70%

### Followers: [------] [#](/creator/twitter::3078628062/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3078628062/c:line/m:followers.svg)

- [--] Week [------] +1.80%
- [--] Month [------] +2.90%
- [--] Months [------] +10%
- [--] Year [------] +18%

### CreatorRank: [-------] [#](/creator/twitter::3078628062/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3078628062/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  38.82% [finance](/list/finance)  24.71% [technology brands](/list/technology-brands)  13.53% [cryptocurrencies](/list/cryptocurrencies)  7.06% [financial services](/list/financial-services)  3.53% [social networks](/list/social-networks)  2.94% [celebrities](/list/celebrities)  0.59% [mlb](/list/mlb)  0.59% [countries](/list/countries)  0.59%

**Social topic influence**
[ai](/topic/ai) 11.76%, [$bn](/topic/$bn) 11.18%, [insurance](/topic/insurance) 5.29%, [in the](/topic/in-the) 4.71%, [$apo](/topic/$apo) 4.12%, [if you](/topic/if-you) 3.53%, [business](/topic/business) 3.53%, [claude code](/topic/claude-code) #488, [$bx](/topic/$bx) 2.94%, [$cg](/topic/$cg) 2.94%

**Top accounts mentioned or mentioned by**
[@evrgn11112231](/creator/undefined) [@midnightcaptl](/creator/undefined) [@theaiinvestor](/creator/undefined) [@inpractise](/creator/undefined) [@riceforthought](/creator/undefined) [@tickerplus](/creator/undefined) [@sarthakgh](/creator/undefined) [@pernasresearch](/creator/undefined) [@rumipartners](/creator/undefined) [@arajbhandari](/creator/undefined) [@tschoenberg22](/creator/undefined) [@sarahsholder](/creator/undefined) [@indrastocks](/creator/undefined) [@andrewyng](/creator/undefined) [@leeeharris](/creator/undefined) [@michaelsidgmore](/creator/undefined) [@goesalt](/creator/undefined) [@unhedgedchatter](/creator/undefined) [@compoundpapi](/creator/undefined) [@invesquotes](/creator/undefined)

**Top assets mentioned**
[Brookfield Corporation (BN)](/topic/$bn) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Blackstone, Inc. (BX)](/topic/$bx) [Carlyle Group, Inc. (CG)](/topic/$cg) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Bancor (BNT)](/topic/$bnt) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Expedia Group Inc (EXPE)](/topic/$expe) [ResMed Inc. (RMD)](/topic/$rmd) [Carvana Co. (CVNA)](/topic/$cvna) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Charter Communications Inc (CHTR)](/topic/$chtr) [Cloudflare, Inc. (NET)](/topic/$net) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [MURPHY USA INC. (MUSA)](/topic/$musa) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [CarMax, Inc (KMX)](/topic/$kmx) [T-Mobile (TMUS)](/topic/$tmus) [Verizon Communications Inc. (VZ)](/topic/$vz) [AT&T Inc. (T)](/topic/$t) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Moody's Corporation (MCO)](/topic/$mco) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft) [Decentral Games (DG)](/topic/$dg) [Heima (HEI)](/topic/$hei) [Burford Capital Limited (BUR)](/topic/$bur) [Ally Financial, Inc. (ALLY)](/topic/$ally) [LandBridge Company LLC (LB)](/topic/$lb) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Netflix Inc (NFLX)](/topic/$nflx) [Spotify Technology (SPOT)](/topic/$spot) [Cable One, Inc. (CABO)](/topic/$cabo) [Booking Holdings Inc (BKNG)](/topic/$bkng) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [American International Group Inc (AIG)](/topic/$aig) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Light & Wonder, Inc. Common Stock (LNW)](/topic/$lnw) [Alliance Fan Token (ALL)](/topic/$all) [Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Why are the alts up today Is it something someone said at GS $APO $KKR $OWL $BX $CG $BUR leading the way on my watchlist today"  
[X Link](https://x.com/stockthoughts81/status/1998452436772512058)  2025-12-09T17:59Z 11.2K followers, [----] engagements


""New report from AM Best: Top [--] insurers with the highest ratio of affiliated investments to capital & surplus are alternative asset manager backed." - @leee_harris on LinkedIn $APO $KKR $BX $BN $BX"  
[X Link](https://x.com/stockthoughts81/status/1999158696446660852)  2025-12-11T16:45Z 11.2K followers, [----] engagements


"Highly recommended follow for anyone involved in the alts space is @michaelsidgmore - his weekly news roundup @GoesAlt is excellent $KKR $CG $BN $BX $OWL $APO"  
[X Link](https://x.com/stockthoughts81/status/2003280783755431968)  2025-12-23T01:45Z 11.1K followers, [----] engagements


"$APO in risk reduction mode apparently https://www.ft.com/content/b315e80e-9e8a-4693-b860-bf87574cfa36 https://www.ft.com/content/b315e80e-9e8a-4693-b860-bf87574cfa36"  
[X Link](https://x.com/stockthoughts81/status/2003460526677074385)  2025-12-23T13:39Z 11.2K followers, [----] engagements


"Loving these docs $RMD"  
[X Link](https://x.com/stockthoughts81/status/2006739388513087588)  2026-01-01T14:48Z 11.2K followers, [---] engagements


"CVNA avg FICO low 600s [---] lower than KMX h/t @_inpractise interview out today with someone from $ALLY comparing $CVNA vs $KMX financing"  
[X Link](https://x.com/stockthoughts81/status/2007120061731938730)  2026-01-02T16:01Z 11.1K followers, [----] engagements


""These are 50-50 balls that live in the gap between consensus and reality." Oh cmon isnt this a little harsh for poor Bruce $BN [--]. Hindenburg returns partnered with Bill Ackman and Pershing Square to expose alleged fraud inside Brookfield ($BN). After quietly reducing their long position over several quarters Pershing discloses a $2 billion short position alongside synthetic credit shorts in a [--]. Hindenburg returns partnered with Bill Ackman and Pershing Square to expose alleged fraud inside Brookfield ($BN). After quietly reducing their long position over several quarters Pershing discloses"  
[X Link](https://x.com/stockthoughts81/status/2010762302799429868)  2026-01-12T17:14Z 11.2K followers, [----] engagements


"@UnHedgedChatter @compoundpapi This is awesome. In case anyone else was curious about: 1) the answer (see below) 2) an excellent post about Lawrence and his firm by @Invesquotes $LB $TPL https://www.bestanchorstocks.com/p/investing-in-undiscovered-stocks https://www.bestanchorstocks.com/p/investing-in-undiscovered-stocks"  
[X Link](https://x.com/stockthoughts81/status/2011838149551362584)  2026-01-15T16:29Z 11.1K followers, [----] engagements


""If you had to select a new broadband provider which would you choose" Less than 20% choose cable h/t @RogerEntner of Recon Analytics $CMCSA $CHTR $VZ $TMUS $T"  
[X Link](https://x.com/stockthoughts81/status/2013991227046150626)  2026-01-21T15:05Z 11.1K followers, [----] engagements


"Ok but have you seen him predicting the $SPOT $NFLX model in [----] https://www.youtube.com/watchv=kpSppv11x_I Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302 https://www.youtube.com/watchv=kpSppv11x_I Honestly Ben Affleck actually knowing AI and the landscape caught me off guard but as a writer makes sense. Great takes across the board. https://t.co/IcPe0n9302"  
[X Link](https://x.com/stockthoughts81/status/2014399530179981590)  2026-01-22T18:07Z 11K followers, [----] engagements


"PSA: I think this is good enough that I am regularly going to start using it. Made a close to functional $EXPE DCF in [--] hour. Obviously not perfect or institutional grade but I'd say this is basically functional within another hour. Only fed a few docs in. Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3 Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and"  
[X Link](https://x.com/stockthoughts81/status/2014935171263348834)  2026-01-24T05:35Z 11.2K followers, 38.5K engagements


"Moffett-Nathanson per @Light_Reading @thebauminator: Cable One "a rather cheap acquisition target" but not currently "in play". $CABO"  
[X Link](https://x.com/stockthoughts81/status/2016178532720718060)  2026-01-27T15:56Z 11.2K followers, [---] engagements


"@riceforthought pretty interesting Wonder why $EXPE $BKNG dont talk more about experiences (or i guess they do - connected trip etc.- but feel like emphasis always more on flights and hotel). Faintly remember reading tegus transcripts a few years ago about how experiences was a tough biz"  
[X Link](https://x.com/stockthoughts81/status/2017102719010345204)  2026-01-30T05:08Z 11.1K followers, [---] engagements


"Crazy driving around seeing all these CVNA cars and thinking wow people think this is fake for some reason"  
[X Link](https://x.com/stockthoughts81/status/2017593131718312082)  2026-01-31T13:37Z 11.2K followers, [----] engagements


"@DidiTrading seen any data around this for @Kalshi"  
[X Link](https://x.com/stockthoughts81/status/2018857365718852012)  2026-02-04T01:21Z 11K followers, [--] engagements


""Claude has some key advantages vs. ChatGPT & Gemini principally the ability to activate code to more reliably identify & scrape high caliber sources (a big deal as i was getting really tired of seeing Investopedia & Benzinga as my sources in ChatGPT.)." Claude: Technical Analysis Prompt $IGV $DKNG I prepared for my first hedge fund job by reading all the Buffett letters dismissing technical analysis as unhelpful witchcraft. That shifted a bit over my career. While I still do not believe in technical analysis as a primary https://t.co/Q7g7BpnYpL Claude: Technical Analysis Prompt $IGV $DKNG I"  
[X Link](https://x.com/stockthoughts81/status/2019243679584776494)  2026-02-05T02:56Z 11.1K followers, [----] engagements


"1000000% i think this is the most important component of mentorship. The process of getting a feel for what actually matters and is worth doing seems more like osmosis than anything else. This book gets some airtime in the discussion about developing vs acquiring talent. I have struggled to articulate why precisely I think developing talent (and actively working to retain) is worth the time and investment. The answer I have landed on is the most important skill https://t.co/sGn6fjyhn5 This book gets some airtime in the discussion about developing vs acquiring talent. I have struggled to"  
[X Link](https://x.com/stockthoughts81/status/2019423289043742822)  2026-02-05T14:50Z 11.2K followers, [---] engagements


"Break down sessions into one clear accurate task. Wonder if you can get a metric from Claude - eg % of sessions auto-compacted - as an indication of how well someone is implementing this If you do not yet have a "companion coding/research agent" running locally as a dev this guide is absolute gold from @mitchellh (creator of Terraform). It's practical step by step & how he changed how he works (without getting overloaded or anxious.) https://t.co/pnLZ1eQFpi https://t.co/mSQHUS9JoL If you do not yet have a "companion coding/research agent" running locally as a dev this guide is absolute gold"  
[X Link](https://x.com/stockthoughts81/status/2019527903210532963)  2026-02-05T21:45Z 11.1K followers, [---] engagements


"RT @tickerplus: Boom $NET"  
[X Link](https://x.com/anyuser/status/2021333448523436221)  2026-02-10T21:20Z 11.2K followers, [--] engagements


"RT @RogoAI: A snapshot of the Rogo Spreadsheets Agent. Were proud to have built an agent that produces deliverables youll actually use"  
[X Link](https://x.com/anyuser/status/2021678117312672223)  2026-02-11T20:09Z 11.2K followers, [--] engagements


"RT @JohnHuber72: The debate on whether the SPGI/MCO ratings regulatory moat is immune to AI should not the main concern here (imo). If only"  
[X Link](https://x.com/stockthoughts81/status/2021720642391855331)  2026-02-11T22:58Z 11.2K followers, [--] engagements


"Marc Rowan - yes there is systemic risk in the insurance industry. But Athene shouldn't be lumped in with that bucket and smaller ratings agencies isn't the place to focus. One area of concern is softer non-US regulations. $APO"  
[X Link](https://x.com/stockthoughts81/status/1998742779019526326)  2025-12-10T13:13Z 11.2K followers, [----] engagements


"$AIG just announced a Lloyd's syndicate with $BX + Amwins. The interesting part isn't "PE buys insurance" (that's $APO / $KKR). It's: $BX provides sidecar capital $AIG provides AI underwriting (via $PLTR) Amwins provides customers. $AIG becomes a tech platform that earns fees. $BX gets underwriting upside without owning an insurer. Different flavor of PE + insurance convergence. https://twitter.com/i/web/status/2006189364997452195 https://twitter.com/i/web/status/2006189364997452195"  
[X Link](https://x.com/stockthoughts81/status/2006189364997452195)  2025-12-31T02:23Z 11.2K followers, [----] engagements


"$LNW $LNWO +18% on settlement with $ALL"  
[X Link](https://x.com/stockthoughts81/status/2010829638818222148)  2026-01-12T21:41Z 11.2K followers, [---] engagements


"Looking forward to this $CCOI"  
[X Link](https://x.com/stockthoughts81/status/2016182642811543988)  2026-01-27T16:12Z 11.2K followers, [----] engagements


"https://open.substack.com/pub/flatcircleai/p/creative-llm-use-cases-dan-loeb-baupostutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/flatcircleai/p/creative-llm-use-cases-dan-loeb-baupostutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/stockthoughts81/status/2021595852590968844)  2026-02-11T14:43Z 11.2K followers, [---] engagements


"@sarthakgh Ton of cool events regularly shouted out in @damn_ethan Austin Business Review https://austinbusinessreview.beehiiv.com/resources https://austinbusinessreview.beehiiv.com/resources"  
[X Link](https://x.com/stockthoughts81/status/2021765081143390457)  2026-02-12T01:55Z 11.2K followers, [---] engagements


"RT @arakharazian: [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged"  
[X Link](https://x.com/stockthoughts81/status/2021789753201365071)  2026-02-12T03:33Z 11.2K followers, [--] engagements


"Does being a VC thats not in this Anthropic deal feel like being a public equity investor that hasnt owned NVDA"  
[X Link](https://x.com/stockthoughts81/status/2022087036656918861)  2026-02-12T23:14Z 11.2K followers, [---] engagements


"The new /insights command on claude code (built by @AlexTamkin) is pretty cool. Especially this idea: "Ambitious workflows: As models get more capable your tracker fleet (store locations job postings market edges) should each run as autonomous headless agents on cron jobs with self-healing test suites no more babysitting debugging sessions. Your entire shutdown-to-startup cycle could become a zero-touch background agent that reads your state files runs the full checklist commits and produces a next-morning briefing and your content drafting could validate against your voice samples and source"  
[X Link](https://x.com/stockthoughts81/status/2022338946168992231)  2026-02-13T15:55Z 11.2K followers, [---] engagements


"Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space"  
[X Link](https://x.com/stockthoughts81/status/2022355427300925442)  2026-02-13T17:01Z 11.2K followers, [----] engagements


"RT @ethanrkho: do pod shops breed the best analysts/PMs many PMs talk about the caliber of talent and research at the big [--] MMs others l"  
[X Link](https://x.com/stockthoughts81/status/2021211483179188341)  2026-02-10T13:15Z 11.2K followers, [--] engagements


"First time hearing an AI research product pitched not as saving time on research but as increasing speed to conviction. Think this is the right mindset. Same underlying issue you see with big company AI adoption or lack thereof. AI's power is capped by how much you trust it"  
[X Link](https://x.com/stockthoughts81/status/2021217446242177200)  2026-02-10T13:39Z 11.2K followers, [---] engagements


"BI out with an article today saying that after the first new Lone Pine PM was appointed in a decade three other senior investors left. Interesting context to this discussion from last year. Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there"  
[X Link](https://x.com/stockthoughts81/status/2021224557042946074)  2026-02-10T14:07Z 11.2K followers, [----] engagements


"RT @DeItaone: KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700%"  
[X Link](https://x.com/stockthoughts81/status/2021237927833923862)  2026-02-10T15:00Z 11.2K followers, [--] engagements


"Another W for the good guys A large new @harvard study finds that 2-3 cups of coffee or tea a day (the caffeinated kind) protect modestly against dementia. I write this as I drink my coffee smiling. https://t.co/B29lIDRqor A large new @harvard study finds that 2-3 cups of coffee or tea a day (the caffeinated kind) protect modestly against dementia. I write this as I drink my coffee smiling. https://t.co/B29lIDRqor"  
[X Link](https://x.com/stockthoughts81/status/2021280576632771068)  2026-02-10T17:50Z 11.2K followers, [----] engagements


"% of HFC connections with 100+ mbps upload gone from [--] to almost a third past couple years"  
[X Link](https://x.com/stockthoughts81/status/2021391146807930944)  2026-02-11T01:09Z 11.2K followers, [---] engagements


"via @CableLabs"  
[X Link](https://x.com/stockthoughts81/status/2021391212691980687)  2026-02-11T01:09Z 11.2K followers, [---] engagements


"RT @sarthakgh: John Collison and Meta CFO Susan Lee on Grimes on Cheeky Pint last year:"  
[X Link](https://x.com/stockthoughts81/status/2021408814772387875)  2026-02-11T02:19Z 11.2K followers, [--] engagements


"He played hours of FarmVille before the Facebook IPO and actually worked as a driver before taking Uber public. https://t.co/BKrzTZ3Shs https://t.co/BKrzTZ3Shs"  
[X Link](https://x.com/stockthoughts81/status/2021409701674819975)  2026-02-11T02:23Z 11.2K followers, [----] engagements


""The remaining [--] hours run on whatever neurochemical foundation you built before 8am." Rogan is describing a dopamine problem and most people misdiagnose it as a motivation problem. Your prefrontal cortex runs on a limited daily budget. Every scroll every notification every context switch burns through that budget before youve done anything meaningful. Rogan is describing a dopamine problem and most people misdiagnose it as a motivation problem. Your prefrontal cortex runs on a limited daily budget. Every scroll every notification every context switch burns through that budget before youve"  
[X Link](https://x.com/stockthoughts81/status/2021598592603992250)  2026-02-11T14:53Z 11.2K followers, [----] engagements


"RT @DylanByers: 🎙 TODAY on the Grill Room: Can Sports Save Peacock Between Super Bowl in Santa Clara and Winter Olympics in Milan-Cort"  
[X Link](https://x.com/stockthoughts81/status/2021722788302598376)  2026-02-11T23:07Z 11.2K followers, [--] engagements


"RT @RickRubin: NEW EPISODE: If you see all your peers as competitors you get insular you raise up fences and you block things off. One"  
[X Link](https://x.com/stockthoughts81/status/2021789280717226412)  2026-02-12T03:31Z 11.2K followers, [--] engagements


"RT @jawwwn_: Palantir cofounders Alex Karp and @JTLonsdale on discovering top talent: To appreciate talent you need to be within a stand"  
[X Link](https://x.com/stockthoughts81/status/2021815541334167812)  2026-02-12T05:16Z 11.2K followers, [--] engagements


"RT @Larryjamieson_: Research What's Going on at Moody's $MCO Link: https://buybackcapital.substack.com/p/research-whats-going-on-at-moodys https://buybackcapital.substack.com/p/research-whats-going-on-at-moodys"  
[X Link](https://x.com/stockthoughts81/status/2021828342337425856)  2026-02-12T06:06Z 11.2K followers, [--] engagements


"Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there"  
[X Link](https://x.com/stockthoughts81/status/1899929932949795119)  2025-03-12T21:06Z 11.2K followers, 11.7K engagements


"Interesting take on $MCO $SPGI I don't think the market is saying that companies like Moodys are going to be displaced by AI (there are studies showing that a simple altman z-score are as effective as CRA) rather that MCO has functionally exerted price hikes via incremental layers of analytics which may not I don't think the market is saying that companies like Moodys are going to be displaced by AI (there are studies showing that a simple altman z-score are as effective as CRA) rather that MCO has functionally exerted price hikes via incremental layers of analytics which may not"  
[X Link](https://x.com/stockthoughts81/status/2019036780390212089)  2026-02-04T13:14Z 11.2K followers, [----] engagements


"Does anyone have a $CMCSA SOTP on hand i could take a look at That being said - not even sure SOTP makes sense 1) Even tho they did Versant don't have reason to believe they will do much more 2) Theme Parks is kind of a gem so maybe you get some value from a higher multiple there. But don't think there is anything within Connectivity and Platforms that warrants a higher separate multiple. And then the rest of Content and Experiences is pretty meh https://twitter.com/i/web/status/2019123280603447363 https://twitter.com/i/web/status/2019123280603447363"  
[X Link](https://x.com/stockthoughts81/status/2019123280603447363)  2026-02-04T18:57Z 11.2K followers, [----] engagements


"nvm claude is already done Answer: lots of companies post on workday (myworkdayjobs). Pretty easy to work with. Already categorized etc"  
[X Link](https://x.com/stockthoughts81/status/2022330741494022335)  2026-02-13T15:23Z 11.2K followers, [---] engagements


"also looks like net proceeds from the tower asset sale they just announced are 30-40% of market cap (subject to post closing and milestones). Leverage 2.5x net"  
[X Link](https://x.com/stockthoughts81/status/2022359130678128748)  2026-02-13T17:16Z 11.2K followers, [---] engagements


"What is the best software write-up youve read in the last six months Looking for public equity longs not thought pieces. RTs appreciated"  
[X Link](https://x.com/stockthoughts81/status/2017062276969193908)  2026-01-30T02:28Z 11.2K followers, [----] engagements


"A software long idea for the agentic age $BRZE "In a world where agentic commerce (demand aggregators eg DASH EXPE) is a very real and nascent concept more enterprises will increasingly rely on Braze to stay in contact with their actual customers." $BRZE I think there is a fundamental misunderstanding within the market on 1) what this business actually does and 2) what the value proposition is to its customer base At 3x sales with revenue reaccelerating at M20s clip and solid contribution from AI decisioning studio this $BRZE I think there is a fundamental misunderstanding within the market"  
[X Link](https://x.com/stockthoughts81/status/2017079421870428582)  2026-01-30T03:36Z 11.2K followers, [----] engagements


"Im an equity analyst whos been learning to build with AI tools over the past several months. Two things hit my feed today that are really the same conversation happening in two different worlds. The http://x.com/i/article/2019780945193115648 http://x.com/i/article/2019780945193115648"  
[X Link](https://x.com/stockthoughts81/status/2019781369627373678)  2026-02-06T14:32Z 11.2K followers, [----] engagements


"Edwin Dorsey started The Bear Cave in his college dorm in February [----]. Within [--] weeks of putting up a paywall he was at $100K ARR. Hes never worked for anyone else. This conversation details the http://x.com/i/article/2020702336033730560 http://x.com/i/article/2020702336033730560"  
[X Link](https://x.com/stockthoughts81/status/2020702694474649636)  2026-02-09T03:33Z 11.2K followers, 20.6K engagements


"My conversation with @StockJabber He DM'd thousands of Twitter followers in [--] days to get his first readers. Showed up at a hedge fund lobby as a college freshman and LinkedIn DM'd everyone inside until someone let him up. [--] weeks after putting up a paywall: $100K ARR. We also get into building software products as a non-technical founder the $500-$1000 pricing no-man's land and why he thinks prediction markets are an interesting place to look for an edge right now. https://t.co/5guzpYEK59 https://t.co/5guzpYEK59"  
[X Link](https://x.com/stockthoughts81/status/2020870941564194898)  2026-02-09T14:42Z 11.2K followers, 17.8K engagements


"Update on $NET by @tickerplus. Proprietary trackers showing revenue above consensus"  
[X Link](https://x.com/stockthoughts81/status/2021282963531399395)  2026-02-10T17:59Z 11.2K followers, [----] engagements


"T-Mobile just said they expect their FWA business to hit 15M subscribers by [----]. Since 2023: customers up 77% usage up 27% and average speeds DOUBLED on their latest routers. The most interesting part They expect to do this at higher speeds than today using only fallow capacity. $TMUS $T $VZ $CHTR $CMCSA"  
[X Link](https://x.com/stockthoughts81/status/2021950968129089613)  2026-02-12T14:14Z 11.2K followers, [----] engagements


"back in [----] John Malone made Peter Barton the first president of liberty media. this is a 2h interview with him from [----] https://syndeoinstitute.org/the-hauser-oral-history-project/b-listings/ba-bi/peter-barton/ https://syndeoinstitute.org/the-hauser-oral-history-project/b-listings/ba-bi/peter-barton/"  
[X Link](https://x.com/stockthoughts81/status/2021977959150567686)  2026-02-12T16:01Z 11.2K followers, [---] engagements


"New 13G yesterday - Kontiki Capital out of HK. Interesting portfolio may not be whole picture"  
[X Link](https://x.com/stockthoughts81/status/2022090533016093090)  2026-02-12T23:28Z 11.2K followers, [---] engagements


"Does anyone know what the best way to do get data on categorized job postings are (e.g. R&D vs sales over time) Like is there a tool or if i were to build it with claude code is there an approach or eg website to pull from that works especially well"  
[X Link](https://x.com/stockthoughts81/status/2022321030350381531)  2026-02-13T14:44Z 11.2K followers, [---] engagements


"I was just thinking about Toys R Us the other day. Rest In Peace. A+ nonfiction from @megreenwell. Immensely readable and completely enraging I will be talking to anyone who will listen about this book for the foreseeable future. https://t.co/oC0i21dlp1 A+ nonfiction from @megreenwell. Immensely readable and completely enraging I will be talking to anyone who will listen about this book for the foreseeable future. https://t.co/oC0i21dlp1"  
[X Link](https://x.com/stockthoughts81/status/2022332016700887166)  2026-02-13T15:28Z 11.2K followers, [---] engagements


"What if you just screen record your computer all day and then hand it to claude code and say "automate everything you can""  
[X Link](https://x.com/stockthoughts81/status/2022332954169712814)  2026-02-13T15:32Z 11.2K followers, [---] engagements


"updating the $CHTR model again this quarter There is a claude skill for that"  
[X Link](https://x.com/stockthoughts81/status/2022333108482420992)  2026-02-13T15:32Z 11.2K followers, [---] engagements


"owner of alaska comms their main competitor https://x.com/stockthoughts81/status/2022355427300925442s=20 Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space https://x.com/stockthoughts81/status/2022355427300925442s=20 Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space"  
[X Link](https://x.com/stockthoughts81/status/2022355559941341658)  2026-02-13T17:01Z 11.2K followers, [---] engagements


"@pernasresearch So lots of companies actually use workday and will have their own url for it which makes it pretty easy"  
[X Link](https://x.com/stockthoughts81/status/2022384210418524649)  2026-02-13T18:55Z 11.2K followers, [---] engagements


"When it's time for a refactor and you open up the repo"  
[X Link](https://x.com/stockthoughts81/status/2022400530929324153)  2026-02-13T20:00Z 11.2K followers, [---] engagements


"RT @honam: This is fascinating because it is how we view the early stage venture portfolio. The real due diligence starts after we make the"  
[X Link](https://x.com/stockthoughts81/status/2022405615851835571)  2026-02-13T20:20Z 11.2K followers, [--] engagements


"John Malone: "I personally believe I can start another Liberty Media with appropriate strategy and capital structure using that as a core vehicle." Why is FinTwit not obsessed with this $GLIBK - John Malone on GCI at Liberty Media's Investor Day last week: And the spin-off of a little company that I'm going to talk about in a minute GCI out of Liberty Broadband because I was already over [--] of the voting control of Liberty Broadband I end up in hard control https://t.co/0Ab30emeE1 $GLIBK - John Malone on GCI at Liberty Media's Investor Day last week: And the spin-off of a little company that"  
[X Link](https://x.com/stockthoughts81/status/2021970986795774312)  2026-02-12T15:33Z 11.2K followers, [----] engagements


"Dario- if you buy $1T/year of compute for [----] bc you thought you were going to do $1T rev but then you only do $800b you go bankrupt. What does this mean for hyperscalers $AMZN $META $GOOG $MSFT He says he gets the impression some of the "other cos" aren't ROI-driven Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a fantastic"  
[X Link](https://x.com/stockthoughts81/status/2022409525387792479)  2026-02-13T20:36Z 11.2K followers, [----] engagements


"Anyone have good Austin restaurant recommendations (Bonus points if Round Rock/Cedar Park)"  
[X Link](https://x.com/stockthoughts81/status/1987559543589699710)  2025-11-09T16:34Z 10.2K followers, [---] engagements


""The expansion of super regionals (Wawa Sheetz QuikTrip Kwik Trip) is a far more disruptive force than consolidation in the c-store industry." https://www.cstoredive.com/news/the-road-ahead-super-regionals-shape-convenience/761522/ https://www.cstoredive.com/news/the-road-ahead-super-regionals-shape-convenience/761522/"  
[X Link](https://x.com/stockthoughts81/status/1987932743062483278)  2025-11-10T17:17Z 10.2K followers, [---] engagements


"$MUSA on structurally higher fuel margins and the potential for further increases from cyclically depressed levels"  
[X Link](https://x.com/stockthoughts81/status/1987956584094298229)  2025-11-10T18:52Z 10.4K followers, [----] engagements


"Underfollowed: @philcliftonX whom Michael Burry (yes from the Big Short - @michaeljburry) referred to in a recent letter as a tremendous young talent in the field of investment and the most prodigious thinker I have ever encountered"  
[X Link](https://x.com/stockthoughts81/status/1989011310688760239)  2025-11-13T16:43Z 10.2K followers, [---] engagements


"Any recommendations for someone just looking at $BAM $BN for the first time"  
[X Link](https://x.com/stockthoughts81/status/1990613359528435771)  2025-11-18T02:49Z 10.9K followers, [----] engagements


"Yeah fair pushback totally get that 13F data itself is commoditized. My hunch is most people are still clicking around [----] funds on WhaleWisdom/TIKR vs having a single custom sheet for their manager list with the exact filters they care about. Maybe those tools already make that dead simple and Im overthinking it idk"  
[X Link](https://x.com/stockthoughts81/status/1990916602103996662)  2025-11-18T22:54Z 10.2K followers, [---] engagements


"This was interesting from @rumipartners on a Business Breakdowns episode about $BN $BAM a couple years ago. The parallels between alternative asset managers and enterprise software: 1) Duration & Predictability Top SaaS has 10+ year customer lives. Alts match this with 10-12 year fund lockups and permanent capital. Unlike public markets there is zero fee compression. 2) Superior Margins Mature software aims for 30-40% margins. Brookfield hits 60% on fee-related earnings plus 70% net margins on carry. 3) Operating Leverage Selling one more module is pure profit. Managing an extra $1B requires"  
[X Link](https://x.com/stockthoughts81/status/1990936559202230633)  2025-11-19T00:14Z 10.3K followers, [----] engagements


"Ok so basically BAM vs BN is - In Dec [----] Brookfield (BAM at the time) carved out 25% of its asset management business into a new BAM stub and renamed the legacy company Brookfield Corporation (BN) which kept the other 75%. In Feb [----] BAM issued shares to BN and bought in that remaining 75% so BAM now owns 100% of the asset management business and BN owns roughly 73% of BAM. So BN is basically the levered/capital-intensive holdco wrapped around the capital-light manager while BAMs market cap now reflects the full asset management economics. Helps with index inclusion while also offering the"  
[X Link](https://x.com/stockthoughts81/status/1990959314409038186)  2025-11-19T01:44Z 10.2K followers, [----] engagements


"RE for free does seem interesting but I havent done the work on the related-party / circular cash flow stuff yet. Youd think if it were truly toxic something obvious wouldve broken by now (esp. given increased scrutiny) but maybe its just mildly ugly accounting rather than a blow-up risk Any write-ups you like on this topic"  
[X Link](https://x.com/stockthoughts81/status/1990987028926738598)  2025-11-19T03:34Z 10.2K followers, [--] engagements


"On $BN plan value/investor day After skimming the deck and transcript - Plan Value itself is fairly transparent and they do a good job at least illustrating how they arrive at their estimate. The hard part is understanding the assumptions inside each bucket especially real estate and the 15x BWS DE multiple and whether those really make sense. Unlisted asset marks seems almost impossible to diligence other than from a culture perspective. Whether BWS deserves that multiple or has some left tail risk is a similar question. The DE multiple slides translate todays Plan Value into 27x today's DE"  
[X Link](https://x.com/stockthoughts81/status/1991132772769890591)  2025-11-19T13:13Z 10.3K followers, [----] engagements


"@PandaValue they are going to be lining the halls at $DG waiting to assess the quality of the latest Pizza Rolls shipment"  
[X Link](https://x.com/stockthoughts81/status/1991169045866189208)  2025-11-19T15:37Z 10.2K followers, [---] engagements


"Way underfollowed: former Accel-KKR Associate (and Detroit Tigers player) doing really in-depth software writeups @LewistownCap Just released this one on $MNDY https://substack.com/home/post/p-170396696 https://substack.com/home/post/p-170396696"  
[X Link](https://x.com/stockthoughts81/status/1991172772748206298)  2025-11-19T15:52Z 10.4K followers, [----] engagements


"$BAM This was also good where Nima breaks down the leverage at the different entity levels. Kind of like a unit economics/transaction level example. And to me - it doesn't seem very levered at all How does this blow up (these numbers/structure somewhat dated but think picture still generally same) Individual asset level eg transmission line - probably has appropriate non-recourse project debt tied to stable CFs Then you have a listed perpetual LP vehicle like BIP. BIP's balance sheet holds equity stakes in a bunch of these kinds of underlying assets. They may have some modest recourse"  
[X Link](https://x.com/stockthoughts81/status/1991495470074458586)  2025-11-20T13:14Z 10.3K followers, [----] engagements


"Founder of Alimentation Couche-Tard has a pretty crazy story"  
[X Link](https://x.com/stockthoughts81/status/1991550116260712783)  2025-11-20T16:52Z 10.2K followers, [---] engagements


""He eventually bought two Provi-Soir franchises using his earnings from private real-estate investments" Yeah and then he bought [---] more with his IPO money"  
[X Link](https://x.com/stockthoughts81/status/1991552328378490993)  2025-11-20T17:00Z 10.2K followers, [---] engagements


"@PythiaR Yeah that's fair. Do you think (or have you seen anyone make a decent argument) that the asset level issues are/could become systemic enough to kill the "you're getting the principal RE investments for free" thesis with $BN"  
[X Link](https://x.com/stockthoughts81/status/1991698998047174933)  2025-11-21T02:43Z 10.3K followers, [---] engagements


"I was playing around with a $BN model that basically reflected real estate marked down a lot and still showing decent upside. If you push the stress test further and zero the real estate fair value while still letting roughly 30b of property-level debt flow through and hit BN you flip the story to symmetrical downside. Given that the whole pitch is non-recourse ring-fenced leverage that feels like a pretty aggressive way to wire the downside case. I am only on day three with this so for now it is just a note-to-self on how much hinges on what you assume can actually migrate up to BN. But IDK"  
[X Link](https://x.com/stockthoughts81/status/1991877173867626740)  2025-11-21T14:31Z 10.3K followers, [----] engagements


"Brave New World of AI Capex: Giving Credit Where Credit is Due https://www.brandywineglobal.com/around-the-curve/2025/brave-new-world-of-ai-capex-giving-credit-where-credit-is-due https://www.brandywineglobal.com/around-the-curve/2025/brave-new-world-of-ai-capex-giving-credit-where-credit-is-due"  
[X Link](https://x.com/stockthoughts81/status/1991915427820421582)  2025-11-21T17:03Z 10.3K followers, [---] engagements


"that's how i view it relative to the RE risk. Not sure what else there might be to eat into the equity - i.e. at BWS or something. Dont understand that biz well enough yet. Or if there is some kind of accounting/related party game going on (do people who think that only think it about RE Guess zeroing RE effectively deals w that if so)"  
[X Link](https://x.com/stockthoughts81/status/1991917693142815015)  2025-11-21T17:12Z 10.2K followers, [--] engagements


"@alphanotfound When you say 30% and 15% whats the rough framework behind it REIT comps cap rate driven or some kind of bottom up thing"  
[X Link](https://x.com/stockthoughts81/status/1992029846277361669)  2025-11-22T00:38Z 10.3K followers, [--] engagements


"Reserve split (approx.): BWS ( $BN $BNT) is 92% Annuity/FA 4% Life. Fortitude ( $CG) is 54% Annuity 41% Life. BWS's annuity concentration is driven by the AEL acquisition while Fortitude's large Life share reflects its AIG runoff roots"  
[X Link](https://x.com/stockthoughts81/status/1992259569540862223)  2025-11-22T15:51Z 10.8K followers, [---] engagements


"Do I have to bring cigs if im going to a writers meetup"  
[X Link](https://x.com/stockthoughts81/status/1992582693901799559)  2025-11-23T13:15Z 10.3K followers, [---] engagements


""One Way to Solve the Retirement Savings Gap: Increase Availability of Annuities in 401(k) Plans" - CEO of Brookfield Wealth Solutions $BN https://www.barrons.com/advisor/articles/annuities-retirement-savings-gap-7bd29095 https://www.barrons.com/advisor/articles/annuities-retirement-savings-gap-7bd29095"  
[X Link](https://x.com/stockthoughts81/status/1993501859282305199)  2025-11-26T02:07Z 10.8K followers, [---] engagements


"Bruce Flatt: "The Future is Insurance Financed Investing""  
[X Link](https://x.com/stockthoughts81/status/1994040369835888851)  2025-11-27T13:47Z 10.3K followers, [----] engagements


"@searching4value Oh wow that series looks great thank you for flagging. Had no idea https://www.bloomberg.com/news/articles/2025-11-21/top-takeaways-of-the-private-equity-and-the-insurance-industry-seriesutm_source=chatgpt.com&embedded-checkout=true https://www.bloomberg.com/news/articles/2025-11-21/top-takeaways-of-the-private-equity-and-the-insurance-industry-seriesutm_source=chatgpt.com&embedded-checkout=true"  
[X Link](https://x.com/stockthoughts81/status/1994160576436818158)  2025-11-27T21:45Z 10.3K followers, [--] engagements


"Brookfield's insurance unit has pulled back from investments in private credit as surging demand from rival bidders pushes yields down https://www.bloomberg.com/news/articles/2025-06-18/brookfield-s-insurer-trims-private-credit-citing-crowded-tradeutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2025-06-18/brookfield-s-insurer-trims-private-credit-citing-crowded-tradeutm_source=website&utm_medium=share&utm_campaign=twitter"  
[X Link](https://x.com/stockthoughts81/status/1994478764068094061)  2025-11-28T18:49Z 10.3K followers, [----] engagements


"Brookfield took American National + AEL from $5b annuity production a year to $25b"  
[X Link](https://x.com/stockthoughts81/status/1994765766433149189)  2025-11-29T13:49Z 10.3K followers, [---] engagements


"Amt of property level debt BPY stopped paying on has declined from 5% in 1Q to 3% in 3Q 1/x $bn Brookfield Property Partners Pref financials were released which helps us to analyze the $24B of real estate equity BN has on balance sheet worth $15 per BN share. A few items. First the amount property-level debt they are not paying on has so far bottomed at 5%. 1/x $bn Brookfield Property Partners Pref financials were released which helps us to analyze the $24B of real estate equity BN has on balance sheet worth $15 per BN share. A few items. First the amount property-level debt they are not"  
[X Link](https://x.com/stockthoughts81/status/1995230915107447169)  2025-11-30T20:38Z 10.3K followers, [----] engagements


"Cover-Up on Netflix sounds like it could be really good. "Cover-Up is a political thriller that traces the explosive career of Pulitzer Prize-winning investigative reporter Seymour Hersh. Urgent and deeply reported Cover-Up is both a portrait of a relentless journalist and an indictment of institutional violence revealing a cycle of impunity in the U.S. military and intelligence agencies. Drawing on exclusive access to Hershs notes and interweaving primary documents and archival footage Cover-Up captures the power and process of investigative journalism.""  
[X Link](https://x.com/stockthoughts81/status/1995286742652346453)  2025-12-01T00:20Z 10.3K followers, [----] engagements


"$BN $BAM did this - from sept [----] - end up being anything I cannot seem to find the report. UNITE HERE Releases Real Estate Runaround: How Brookfields Insurance Venture Offers Reward for Investors Risk for Retirees"  
[X Link](https://x.com/stockthoughts81/status/1995326549751410805)  2025-12-01T02:58Z 10.8K followers, [----] engagements


"Earlier this year $BN contributed $3.5b of $BAM shares to $BNT in exchange for 42m shares and a $1.8b promissory note. I thought this was interesting. is this kind of intercompany loan standard practice with $BN Not sure how to think about. In [----] they also moved $1b $BAM shares to help fund the AEL acquisition. Doesn't appear this [----] one was for anything specific just capital growth as Flatt looks to reinvest there. https://twitter.com/i/web/status/1995486965597134976 https://twitter.com/i/web/status/1995486965597134976"  
[X Link](https://x.com/stockthoughts81/status/1995486965597134976)  2025-12-01T13:35Z 10.8K followers, [----] engagements


"Turns out $MUSA CFO departed to take the role at $ARKO"  
[X Link](https://x.com/stockthoughts81/status/1995523017447964866)  2025-12-01T15:58Z 10.8K followers, [----] engagements


"I wonder what the diligence process looks like for $BN when they are buying insurers for 1x book. Especially in terms of how granular they can get on the policy analysis sample and surveying techniques for doing that effectively etc"  
[X Link](https://x.com/stockthoughts81/status/1995855190495498267)  2025-12-02T13:58Z 10.8K followers, [----] engagements


"Does anyone know the best way to find statutory US insurance filings (schedule D etc.) for a given insurer I am looking at Argonaut Insurance Company NAIC Number [-----] NE domicile $BN $BNT"  
[X Link](https://x.com/stockthoughts81/status/1996219269684621400)  2025-12-03T14:05Z 10.8K followers, [----] engagements


"Me finding NAIC's InsData: "Oh nice I can download each entity's quarterly filings for only a few bucks" The $BNT entities org chart (there are two more pages not shown here: I like how it just says "Bruce Flatt" at the top Does anyone know the best way to find statutory US insurance filings (schedule D etc.) for a given insurer I am looking at Argonaut Insurance Company NAIC Number [-----] NE domicile $BN $BNT https://t.co/tIdx985f0M Does anyone know the best way to find statutory US insurance filings (schedule D etc.) for a given insurer I am looking at Argonaut Insurance Company NAIC Number"  
[X Link](https://x.com/stockthoughts81/status/1996580353671061801)  2025-12-04T14:00Z 10.8K followers, [----] engagements


"The Q3 [----] interim report shows $BN capitalizing $BNT mainly through in-kind transfers of Brookfield-ecosystem assets rather than cash. In June Brookfield contributed $3.5 billion of BAM shares in exchange for Class C shares and a promissory note recorded in Due to related parties followed by a further $250 million of contributed investments. The contractual $2.0 billion equity commitment remains undrawn so recent balance-sheet growth is being driven by intercompany equity and debt. On the asset side these moves help push related-party investments from $12.5 billion at year-end [----] to $18.3"  
[X Link](https://x.com/stockthoughts81/status/1996946450282869117)  2025-12-05T14:15Z 10.8K followers, [----] engagements


"Lay of the land on alt asset mgrs (GS at Bernstein May 2024) -Total assets by mgr -Total assets + growth by asset class -Cumulative fundraising since [----] - $BX in the lead $CG struggling"  
[X Link](https://x.com/stockthoughts81/status/1998027882246086924)  2025-12-08T13:52Z 10.8K followers, [----] engagements


"Very well researched writeup on $DG $DLTR pricing/labor issues "More than two dozen current and former employees of the chain in [--] states interviewed by the Guardian agreed that price discrepancies are the byproduct of the companys employment policies." https://www.theguardian.com/us-news/2025/dec/03/customers-pay-more-rising-dollar-store-costs https://www.theguardian.com/us-news/2025/dec/03/customers-pay-more-rising-dollar-store-costs"  
[X Link](https://x.com/stockthoughts81/status/1998050837868716112)  2025-12-08T15:23Z 10.8K followers, [----] engagements


"Interesting interview with @a_rajbhandari and @Tschoenberg22 by @sarahsholder about the systemic risks arising from PE's post-GFC entry into insurance. https://www.youtube.com/watchv=cklX3O78pRg https://www.youtube.com/watchv=cklX3O78pRg"  
[X Link](https://x.com/stockthoughts81/status/1998392997730193793)  2025-12-09T14:03Z 10.8K followers, [----] engagements


"@a_rajbhandari @Tschoenberg22 @sarahsholder Part [--] in the series - The Offshoring of Americas Retirement Savings Images below: 1) Reinsurance explained 2) $APO has highest portion of risk transferred to Bermuda and highest portion of that risk to its own entity https://www.bloomberg.com/graphics/2025-america-insurance-part-1/ https://www.bloomberg.com/graphics/2025-america-insurance-part-1/"  
[X Link](https://x.com/stockthoughts81/status/1998750975411032568)  2025-12-10T13:45Z 10.8K followers, [---] engagements


"Part [--] in the series is about PHL Variable Life a life insurer that is currently in Rehabilitation by the CT insurance regulator. @Capitol_Forum reported in the past about $BN having some similar structures (i.e. XOL agreement with a captive reinsurance company) https://www.bloomberg.com/features/2025-america-insurance-part-2/ https://www.bloomberg.com/features/2025-america-insurance-part-2/"  
[X Link](https://x.com/stockthoughts81/status/1999105133897015474)  2025-12-11T13:13Z 10.8K followers, [---] engagements


"$MUSA adds a QSR vet to the board"  
[X Link](https://x.com/stockthoughts81/status/1999129078847156487)  2025-12-11T14:48Z 10.8K followers, [---] engagements


"Can anyone here who follows Alimentation Couche-Tard explain what is going on for me $ATD How do you get to 3-5y out math that makes this look attractive -Mgmt hosting another investor day in feb but currently their $10b EBITDA target for '28 is still in play despite the sell-side being closer to $7b and about $3.80 of EPS. On a historical fwd p/e of 17x that would put the stock at $64.60 in two years. 11% IRR. -Also - there was an M&A director interviewed by an expert network a couple years back - basically said a) there isnt as much M&A whitespace in the US as the 60%+ single store figure"  
[X Link](https://x.com/stockthoughts81/status/1999205777970528688)  2025-12-11T19:52Z 10.3K followers, [----] engagements


"Lot of insider buying at $VAC including by Impactive Capital. They seem pretty legit surprised I hadn't heard of them. Anyone know how they have done DMs open. Also curious if there are any pitches floating around"  
[X Link](https://x.com/stockthoughts81/status/1999649085985554774)  2025-12-13T01:14Z 10.9K followers, [----] engagements


"1) are there any good $KMX writeups out there 2) any sell side analysts that know it especially well"  
[X Link](https://x.com/stockthoughts81/status/2001314345712541770)  2025-12-17T15:31Z 10.8K followers, [---] engagements


"$SFIX just emailed me RE: chance to win a $500 credit Things must be going well"  
[X Link](https://x.com/stockthoughts81/status/2001852817208938928)  2025-12-19T03:11Z 10.8K followers, [---] engagements


"I used to believe this but not as sure now Feel like this works if you're Karpathy but not for most First time i interviewed for an internship at a hedge fund they asked why i got a [---] in freshman microeconomics lol That said id still rather kms than try to get a [---] Andrej Karpathy literally revealed why "perfect grades" are a waste of precious time: https://t.co/IW0CX1GGT8 Andrej Karpathy literally revealed why "perfect grades" are a waste of precious time: https://t.co/IW0CX1GGT8"  
[X Link](https://x.com/stockthoughts81/status/2002070682986033234)  2025-12-19T17:37Z 10.3K followers, [----] engagements


"Yipit cofounder @jdmoran on a few interesting case studies of hedge funds using LLMs in their research process Couldn't agree more about the below. I feel like I'm having a whole first call with LLMs beforehand then getting 2x the insight from the call https://blog.flatcircle.ai/p/creative-ways-hedge-funds-are-using https://blog.flatcircle.ai/p/creative-ways-hedge-funds-are-using"  
[X Link](https://x.com/stockthoughts81/status/2003582984486801454)  2025-12-23T21:46Z 10.4K followers, 14.6K engagements


"im beat. take it from here claude"  
[X Link](https://x.com/stockthoughts81/status/2004935192516198687)  2025-12-27T15:19Z 10.8K followers, [---] engagements


"I think I figured out what I want to do with my life: Truck carrying $400K worth of lobster stolen during delivery in Taunton via @7NEWS https://whdh.com/news/truck-carrying-400k-worth-of-lobster-stolen-during-delivery-in-taunton/ https://whdh.com/news/truck-carrying-400k-worth-of-lobster-stolen-during-delivery-in-taunton/"  
[X Link](https://x.com/stockthoughts81/status/2005266849810800911)  2025-12-28T13:17Z 10.8K followers, [---] engagements


"263% growth rate this year. My top recommendations for [----]. via @mitchellcohen https://making-connections.beehiiv.com/p/4-years-of-making-connections-here-s-what-i-learned-recs-for-2026 https://making-connections.beehiiv.com/p/4-years-of-making-connections-here-s-what-i-learned-recs-for-2026"  
[X Link](https://x.com/stockthoughts81/status/2005276065552539833)  2025-12-28T13:54Z 10.8K followers, [---] engagements


"I think Claude Code changed my world view. I am now starting to understand the people that are like "however bullish you are on AI it isn't enough". Having to reevaluate a lot"  
[X Link](https://x.com/stockthoughts81/status/2005297991327027498)  2025-12-28T15:21Z 10.8K followers, [----] engagements


"current thinking on what first PA in a while might look like. AI too small"  
[X Link](https://x.com/stockthoughts81/status/2005300751900536866)  2025-12-28T15:32Z 10.8K followers, [----] engagements


"Anyone here close to $EXPE Please reach out if so. Soon I will be talking to someone who is really smart on it. What should I ask them My DMs are open as well"  
[X Link](https://x.com/stockthoughts81/status/2005334450192937123)  2025-12-28T17:46Z 10.9K followers, [----] engagements


"what does this stock trade on in the near term What are the key alt datasets or other available info (yipit etc.)"  
[X Link](https://x.com/stockthoughts81/status/2005335287774564439)  2025-12-28T17:49Z 10.8K followers, [---] engagements


"GUYS LOOK AT THIS me: "can you clean up that $EXPE folder for me" Claude Code:"  
[X Link](https://x.com/stockthoughts81/status/2005399045418979507)  2025-12-28T22:02Z 10.9K followers, 12.6K engagements


"Impossible to read the first [--] pages and not want to read the other [---] "Before long the world will wake up. But right now there are perhaps a few hundred people most of them in San Francisco and the AI labs that have situational awareness." SO GOOD https://situational-awareness.ai/wp-content/uploads/2024/06/situationalawareness.pdf https://situational-awareness.ai/wp-content/uploads/2024/06/situationalawareness.pdf @IndraStocks @beniaminoblanco it is making what @leopoldasch is doing at Situational Awareness LP start to seem really interesting https://t.co/PtwH7nnTmq"  
[X Link](https://x.com/stockthoughts81/status/2005446963970343399)  2025-12-29T01:13Z 10.8K followers, 333.4K engagements


"Of all the LLMs I find Claude Code to be the least agreeable. While sometimes surprising (woah chill bro) I think this is a good thing"  
[X Link](https://x.com/stockthoughts81/status/2005460835557331301)  2025-12-29T02:08Z 10.8K followers, [---] engagements


"@AndrewYNg Trying to decide between that one and this one. Any thoughts https://anthropic.skilljar.com/claude-code-in-action https://anthropic.skilljar.com/claude-code-in-action"  
[X Link](https://x.com/stockthoughts81/status/2005475298402566427)  2025-12-29T03:05Z 10.8K followers, [----] engagements


"Here is GPT: Heres the cleanest way to think about it: Anthropic Academy Claude Code in Action = the official baseline + mechanics while (Andrew Ng / Claude Code course = more agentic workflows in the wild. Course 1: Anthropic Academy Claude Code in Action What its optimized for: getting you competent fast with the surface area of Claude Code (commands context modes extensions automation). What it covers (per Courseras Anthropic version): Core tools (file ops running commands code analysis) Context management: /init @ mentions Hotkeys/commands + Plan Mode + Thinking Mode Custom commands MCP"  
[X Link](https://x.com/stockthoughts81/status/2005477228411334841)  2025-12-29T03:13Z 10.8K followers, [---] engagements


"@_Idea_Lab Love me some waves"  
[X Link](https://x.com/stockthoughts81/status/2005496174825046459)  2025-12-29T04:28Z 10.8K followers, [--] engagements


"I'm starting to wonder if Claude Code could be considered AGI. Not in the sci-fi sense but if we define AGI as a system that can "outperform humans in most economically valuable work" I think we're closer than many realize. Last week I built a full productivity system (Life Copilot) in a single day. The Google Cloud integrations alone would have required tons of copy-pasting between Gemini and VS Code losing context and debugging blind. Claude Code just. did it. It removed two constraints I didn't fully appreciate were my biggest bottlenecks: 1) The sheer cognitive load of complex"  
[X Link](https://x.com/stockthoughts81/status/2005643781031268543)  2025-12-29T14:15Z 10.8K followers, [----] engagements


"I really don't like and still don't know what to do with the compulsion i feel to put 40%+ of my portfolio in AI related stuff to match the market (call it idk $NVDA $AVGO $MSFT $GOOG $META $AMZN). But I am beginning to think that view is based on an overly conservative view of how this all plays out (see original post). Has anyone seen someone attempt to put that case into numbers for any of these companies Any cases that one or more of these are still massively undervalued As a side note - even before recently getting more bullish on AI I still thought META AMZN GOOG MSFT are all reasonably"  
[X Link](https://x.com/stockthoughts81/status/2005796612019499246)  2025-12-30T00:22Z 10.8K followers, [----] engagements


"fixed it maybe"  
[X Link](https://x.com/stockthoughts81/status/2005805351833330043)  2025-12-30T00:57Z 10.8K followers, [----] engagements


"@Surtur Claude Code is not an LLM it is a coding assistant"  
[X Link](https://x.com/stockthoughts81/status/2005807888652976404)  2025-12-30T01:07Z 10.8K followers, [---] engagements


"I already pay for a Claude subscription. Why does the API want me to pay more This question sent me down a rabbit hole that turned into the most useful thing I learned on Day [--] of my Claude Code deep dive. There are three ways to access Claude: 1) claude dot ai the website you type Claude responds 2) Claude Code CLI the terminal tool same idea 3) Anthropic API your calls Claude directly no human in the loop The first two use your subscription. The third requires separate credits. (Technical note: Claude Code uses your subscription by default but if you set an ANTHROPIC_API_KEY environment"  
[X Link](https://x.com/stockthoughts81/status/2006001074470031676)  2025-12-30T13:55Z 10.8K followers, [----] engagements


"@turtlefortytwo Actually kinda similar to $CG owning a majority stake in fortitude through one of their LP structures but they dont consolidate it and dont take on much of the underwriting risk themselves (they do have a small GP stake in that LP BX may as well in theirs)"  
[X Link](https://x.com/stockthoughts81/status/2006324039636406644)  2025-12-31T11:18Z 10.8K followers, [---] engagements


"Creator of Claude Code @bcherny says to "almost always start in plan mode". I've been following that advice. But Day [--] of my deep dive surfaced something I hadn't considered: you can stack Plan Mode with thinking modes. Quick breakdown of what each does: Plan Mode (Shift + Tab twice) = breadth. Claude reads more files maps out your codebase and creates a detailed implementation plan before touching anything. Great for multi-step tasks or changes that span several files. Thinking modes = depth. Phrases like "think" "think hard" or "ultrathink" give Claude progressively larger token budgets to"  
[X Link](https://x.com/stockthoughts81/status/2006360137905086760)  2025-12-31T13:41Z 10.8K followers, [---] engagements


"small correction per Claude Code docs: only ultrathink (or enabling thinking via /config) actually allocates extended-thinking tokens think / think hard / think more are just normal instructions. Also MAX_THINKING_TOKENS overrides ultrathink"  
[X Link](https://x.com/stockthoughts81/status/2006391855131570187)  2025-12-31T15:47Z 10.8K followers, [---] engagements


"24 hours later we are up and running with a DIY CPAP therapy coach for sleep apnea. Here is the first report (and a lil dox for those who may be interested) https://htmlpreview.github.io/https://gist.githubusercontent.com/bryanwagman53/3083a42641c4b08c22ef7e992a974024/raw/9406308077b197871809f09069ba5b17265afcbd/cpap-analysis.html $RMD https://t.co/upNqRtXQi2 https://htmlpreview.github.io/https://gist.githubusercontent.com/bryanwagman53/3083a42641c4b08c22ef7e992a974024/raw/9406308077b197871809f09069ba5b17265afcbd/cpap-analysis.html $RMD https://t.co/upNqRtXQi2"  
[X Link](https://x.com/stockthoughts81/status/2006781012827832410)  2026-01-01T17:34Z 10.8K followers, 10.9K engagements


"Hey Moses Built this after seeing your tweet - parses Gmail Takeout categorizes contacts scores who to reconnect with based on recency and reciprocity ran it with some synthetic data: [---] lines of Python code + synthetic data here: Waiting on my Takeout export to try this with real data and see how it goes. What else would be useful https://gist.github.com/bryanwagman53/d96e12d5dd5f309bc413e54d6927c180 https://htmlpreview.github.io/https://gist.githubusercontent.com/bryanwagman53/d96e12d5dd5f309bc413e54d6927c180/raw/4a3069dc7fc0c0395a70cefb9a916f7cb8e806c7/email-network-analysis.html"  
[X Link](https://x.com/stockthoughts81/status/2006911206976614487)  2026-01-02T02:11Z 10.8K followers, [----] engagements


"@evrgn11112231 @Midnight_Captl @The_AI_Investor Wait why AI Capex relatively derisked cuz a lot is for ads/core biz vs maybe more speculative for others"  
[X Link](https://x.com/stockthoughts81/status/2006929007347147105)  2026-01-02T03:22Z 10.8K followers, [---] engagements


"@Tendie_Capital @Midnight_Captl @evrgn11112231 @The_AI_Investor What data are you seeing that suggests this I am aware of the Safari comment but doesnt seem to be the case for $GOOG"  
[X Link](https://x.com/stockthoughts81/status/2006940195413963235)  2026-01-02T04:06Z 10.8K followers, [---] engagements


"@DivinelyLevered @evrgn11112231 @Midnight_Captl @The_AI_Investor Yeah I think of it as two different buckets I just wish we had a better idea how they break down https://open.substack.com/pub/stockthoughts/p/what-matters-at-meta-2025-a-diligence https://open.substack.com/pub/stockthoughts/p/what-matters-at-meta-2025-a-diligence"  
[X Link](https://x.com/stockthoughts81/status/2006941158640070847)  2026-01-02T04:10Z 10.8K followers, [---] engagements


"@IndraStocks @_inpractise Yep tho in the interview it sounded like KMX may even be trying to move a bit down marker. Expert was skeptical - servicing etc is different. And the 100pt delta was actually from the interviewer and idk exactly what that data is"  
[X Link](https://x.com/stockthoughts81/status/2007125055764115859)  2026-01-02T16:21Z 10.8K followers, [---] engagements


"This life is not for everyone $UBER $MCD"  
[X Link](https://x.com/stockthoughts81/status/2007140182555046065)  2026-01-02T17:21Z 10.8K followers, [---] engagements


"When LeCun talks about LLMs not being sufficient for superintelligence - is he basically saying that $META fell behind on coding assistants (Claude Code/Codex) Or what in his mind is the missing piece "Zuckerberg placed more pressure on the GenAI unit to accelerate AI development and deployment which led to a communication breakdown LeCun says. . More details see beloe A lot of people have left a lot of people who havent yet left will leave." (FT) https://t.co/ELjqfCqTd7 "Zuckerberg placed more pressure on the GenAI unit to accelerate AI development and deployment which led to a communication"  
[X Link](https://x.com/stockthoughts81/status/2007141644404191656)  2026-01-02T17:27Z 10.8K followers, [----] engagements


"How to prep for @AliAbdaal Spark Summit with Claude Code"  
[X Link](https://x.com/stockthoughts81/status/2007316527989829821)  2026-01-03T05:02Z 10.8K followers, [---] engagements


"Is there an old $CVNA slide deck that shows the typical market share across some major retail category leaders Cannot seem to find it"  
[X Link](https://x.com/stockthoughts81/status/2007557387914489989)  2026-01-03T20:59Z 10.8K followers, [----] engagements


"that link was a preview/dev render and its gone. This one is the cached render and should stay up: $NET said "give me my money" https://gistcdn.githack.com/bryanwagman53/3083a42641c4b08c22ef7e992a974024/raw/9406308077b197871809f09069ba5b17265afcbd/cpap-analysis.html https://gistcdn.githack.com/bryanwagman53/3083a42641c4b08c22ef7e992a974024/raw/9406308077b197871809f09069ba5b17265afcbd/cpap-analysis.html"  
[X Link](https://x.com/stockthoughts81/status/2007631434320949609)  2026-01-04T01:53Z 10.8K followers, [----] engagements


"I feel i am losing the plot on context management as i add more to the repo (or any individual function). Not sure how to handle this. Probably just need to be more diligent with regular reviews of repo structure in general as well as key reference docs"  
[X Link](https://x.com/stockthoughts81/status/2009112597254340991)  2026-01-08T03:59Z 10.8K followers, [----] engagements


"RV Capital annual meeting kicking off tomorrow with a mountainside chat with Ernie Garcia founder of $CVNA - should be good. Would like to attend this one day but it is available online for anyone interested. Also some great panels with emerging managers and allocators"  
[X Link](https://x.com/stockthoughts81/status/2009614467726712893)  2026-01-09T13:13Z 10.8K followers, [----] engagements


"SOS Claude Code people: how do i stop losing valuable context to compacting"  
[X Link](https://x.com/stockthoughts81/status/2009857382688436235)  2026-01-10T05:18Z 10.8K followers, [---] engagements


"Thinking about writing more about building an online presence (X / newsletters / LinkedIn). If you've been thinking about this too I'd love to chat for 20m - happy to answer questions or I have plenty to ask: RTs appreciated http://calendly.com/stockthoughts81/new-meeting http://calendly.com/stockthoughts81/new-meeting"  
[X Link](https://x.com/stockthoughts81/status/2010536018298970519)  2026-01-12T02:15Z 10.8K followers, [----] engagements


"Know nothing about this one but it's an interesting idea - raspberry pi (hardware component maker) now that everyone is going to be controlling their appliances and tvs with claude code Year of the indie hacker P2. Bullish Raspberry Pi. $RPI.L Stock is at all-time-lows; 600m on the LSE. Smart homes magic mirrors AI assistants. All more accessible now thanks to codegen models (Opus 4.5). Household name + a decade designing their own chip circuits IO etc https://t.co/oSxXd43TvZ Year of the indie hacker P2. Bullish Raspberry Pi. $RPI.L Stock is at all-time-lows; 600m on the LSE. Smart homes"  
[X Link](https://x.com/stockthoughts81/status/2010758929987645810)  2026-01-12T17:01Z 10.8K followers, [----] engagements


"The Value Investing with Legends interview with Ricky Sandler was good"  
[X Link](https://x.com/stockthoughts81/status/2010927731953824100)  2026-01-13T04:11Z 10.8K followers, [---] engagements


"I am always interested by this sort of thesis. Something about the world view driving the trade. Obviously top down vs bottom up is a common distinction or maybe macro vs micro but this feels different in a way I cannot quite articulate. (Not saying anything wrt to $INTC) Leopold Aschenbrenners largest position in his $1.5B hedge fund is call options on Intel. Who is he A former OpenAI researcher with [--] years of experience who graduated at just [--] as a valedictorian from Columbia University. His reasoning: AI will define the global world https://t.co/cGQeVYJuwE Leopold Aschenbrenners largest"  
[X Link](https://x.com/stockthoughts81/status/2011506594262229018)  2026-01-14T18:31Z 10.9K followers, [----] engagements


"Vibe coding isnt inherently good or bad. Its just a mode of software engineering where the primary interface is English to an LLM instead of code to an IDE. Like anything else the quality depends on the person using it We should stop calling it vibe coding when its software engineers writing production software paying close attention thinking a lot validating before committing closing the loop and yes they prompt an agent/work with it. Very different from let it rip w [--] validation We should stop calling it vibe coding when its software engineers writing production software paying close"  
[X Link](https://x.com/stockthoughts81/status/2011811664513966471)  2026-01-15T14:44Z 10.9K followers, [---] engagements


"@CoorsLightCEO i have only heard good things about this. Just yesterday an SMB owner (RIA financial advisor) was telling me how they use it to schedule posts for social. Went to a conference last year for marketing agency owners and everyone seemed to view this as a good option at good price"  
[X Link](https://x.com/stockthoughts81/status/2011830354089214182)  2026-01-15T15:58Z 10.9K followers, [---] engagements


"Code and writing are both communication tech. Writing = human human Code = human machine Thats it. They're tools for solving problems and conveying ideas. "Vibe coding isn't real engineering" is the same as saying "using a calculator means you can't do math." But the operator matters. Without an eye for structure AI writing is just noise; without an eye for system design vibe coding is just technical debt. The tool amplifies the person; it doesn't replace the understanding. I still believe in the craft. There's real joy in placing a word just right or writing an elegant piece of code. But"  
[X Link](https://x.com/stockthoughts81/status/2012354567468442096)  2026-01-17T02:41Z 10.8K followers, [---] engagements


"@SkepticalTsar https://open.substack.com/pub/stockthoughts/p/claude-code-is-a-game-changerutm_source=direct&utm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/stockthoughts/p/claude-code-is-a-game-changerutm_source=direct&utm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/stockthoughts81/status/2013347195806683429)  2026-01-19T20:25Z 10.8K followers, [--] engagements


""I'm the cofounder/ceo at beehiiv. my plan this year is simple: share more openly than any other founder on X" - this is going to be pretty awesome if youre new around here Im the cofounder/ceo at beehiiv my plan this year is simple: share more openly than any other founder on X follow me for the stories tactics and best practices to scale your startup if youre new around here Im the cofounder/ceo at beehiiv my plan this year is simple: share more openly than any other founder on X follow me for the stories tactics and best practices to scale your startup"  
[X Link](https://x.com/stockthoughts81/status/2013678824307700164)  2026-01-20T18:23Z 10.9K followers, [----] engagements


"When Claude Code rushes an answer without reading the source-of-truth file 🫠 How do yall avoid this manual - @file or say it custom /command results / just yell at it hook manual - @file or say it custom /command results / just yell at it hook"  
[X Link](https://x.com/stockthoughts81/status/2014904931459670190)  2026-01-24T03:35Z 10.9K followers, [----] engagements


"Is AMZN EC2 instance good enough for clawdbot or really need Mac mini"  
[X Link](https://x.com/stockthoughts81/status/2015451814313738432)  2026-01-25T15:48Z 10.9K followers, [---] engagements


"Starting to worry that the worst has yet to be seen in oil/gas related names. I was definitely way early on my basket and it has hurt"  
[X Link](https://x.com/stockthoughts81/status/629679597567770624)  2015-08-07T15:44Z 10.2K followers, [--] engagements


"@stockthoughts81 $FLS $CFX $PWR $LYB http://t.co/vTxqCmTPdl"  
[X Link](https://x.com/stockthoughts81/status/629679702404415488)  2015-08-07T15:45Z 10.2K followers, [--] engagements


"$HEI Q3 [----] call another solid quarter http://t.co/JBPwh9sV1L http://t.co/4cDdr894Gb http://www.seekingalpha.com/article/3469446 http://www.seekingalpha.com/article/3469446"  
[X Link](https://x.com/stockthoughts81/status/636650840875487232)  2015-08-26T21:26Z 10.8K followers, [--] engagements


"Kerrisdale Capital Q4 [----] letter $BRO $GPC http://www.valuewalk.com/2016/04/kerrisdale-partners-4q15-letter-genuine-parts-brown-brown-insurance/ http://www.valuewalk.com/2016/04/kerrisdale-partners-4q15-letter-genuine-parts-brown-brown-insurance/"  
[X Link](https://x.com/stockthoughts81/status/722497840300322816)  2016-04-19T18:51Z 10.2K followers, [--] engagements

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