# ![@tierrapartners Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::467790249.png) @tierrapartners Tierra Partners

Tierra Partners posts on X about $vxapl, $acm, brazil, $swkh the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::467790249/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::467790249/c:line/m:interactions.svg)

- [--] Week [------] +97%
- [--] Month [-------] +599%
- [--] Months [-------] +134%
- [--] Year [-------] +95%

### Mentions: [--] [#](/creator/twitter::467790249/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::467790249/c:line/m:posts_active.svg)

- [--] Week [--] -7.10%
- [--] Month [---] +20%
- [--] Months [---] +22%
- [--] Year [---] +72%

### Followers: [-----] [#](/creator/twitter::467790249/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::467790249/c:line/m:followers.svg)

- [--] Week [-----] +0.02%
- [--] Month [-----] +3.80%
- [--] Months [-----] +7.60%
- [--] Year [-----] +15%

### CreatorRank: [-------] [#](/creator/twitter::467790249/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::467790249/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  46.41% [finance](/list/finance)  18.3% [cryptocurrencies](/list/cryptocurrencies)  12.42% [technology brands](/list/technology-brands)  11.11% [countries](/list/countries)  5.88% [automotive brands](/list/automotive-brands)  1.96% [currencies](/list/currencies)  1.96% [premier league](/list/premier-league)  1.31%

**Social topic influence**
[$vxapl](/topic/$vxapl) 7.84%, [$acm](/topic/$acm) #6, [brazil](/topic/brazil) 4.58%, [$swkh](/topic/$swkh) 3.92%, [$rgdx](/topic/$rgdx) 3.92%, [debt](/topic/debt) 2.61%, [$azo](/topic/$azo) 2.61%, [ftm](/topic/ftm) 2.61%, [$amzn](/topic/$amzn) 2.61%, [$aapl](/topic/$aapl) 2.61%

**Top accounts mentioned or mentioned by**
[@chaka23121](/creator/undefined) [@jamiepastore9](/creator/undefined) [@homeloanbill](/creator/undefined) [@cmo040958](/creator/undefined) [@shortbusace](/creator/undefined) [@diabeloops](/creator/undefined) [@pekwat](/creator/undefined) [@jclarkson203](/creator/undefined) [@hfmajortom](/creator/undefined) [@kajawhitehouse](/creator/undefined) [@jedimarkus77](/creator/undefined) [@michaellistman](/creator/undefined) [@siriuslybs](/creator/undefined) [@jbgator7](/creator/undefined) [@funko_bobble](/creator/undefined) [@shortbus_ace](/creator/undefined)

**Top assets mentioned**
[AC Milan Fan Token (ACM)](/topic/$acm) [Autozone Inc (AZO)](/topic/$azo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Now Coin (NOW)](/topic/$now) [Beta Bionics, Inc (BBNX)](/topic/$bbnx) [Jacobs Solutions Inc (J)](/topic/$j) [Santiment Network Token (SAN)](/topic/$san) [Everton FC Fan Token (EFC)](/topic/$efc) [Vixco (VIX)](/topic/$vix) [Brandywine Realty Trust (BDN)](/topic/$bdn) [Tandem Diabetes Care, Inc. (TNDM)](/topic/$tndm) [Common Wealth (WLTH)](/topic/$wlth) [PNC Financial Services Group Inc (PNC)](/topic/$pnc) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Insulet, Corp. (PODD)](/topic/$podd) [Huntington Bancshares Incorporated (HBAN)](/topic/$hban) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Stryker Corporation (SYK)](/topic/$syk) [Transocean LTD. (RIG)](/topic/$rig) [Oxygen (OXY)](/topic/$oxy) [Copiosa Coin (COP2)](/topic/$cop) [Ashland Global Holdings Inc. (ASH)](/topic/$ash) [Cincinnati Financial Corporation (CINF)](/topic/$cinf) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Dorman Products, Inc. New (DORM)](/topic/$dorm) [UNIPOLY (UNP)](/topic/$unp) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Microsoft Corp. (MSFT)](/topic/microsoft) [Merck & Co., Inc. (MRK)](/topic/$mrk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Also the general counsel's office called and needs to know who the actual counterparty is on this thing before we go live"  
[X Link](https://x.com/tierrapartners/status/2020865162207498590)  2026-02-09T14:19Z [----] followers, [----] engagements


"Alta looking to get 5ft+ over the next [--] weeks"  
[X Link](https://x.com/tierrapartners/status/2020890643510235273)  2026-02-09T16:00Z [----] followers, [---] engagements


"$ACM reports amc est. $3.53b rev & $1.16/shr"  
[X Link](https://x.com/tierrapartners/status/2020878552468443593)  2026-02-09T15:12Z [----] followers, [----] engagements


"Redfin is really the worst when it comes to housing clickbait. Not only do they not look at after-tax cost for ownership but their own methodology suggests renting has been cheaper than owning for the last [--] years. https://www.redfin.com/news/homebuying-affordability-improving-2026/ https://www.redfin.com/news/homebuying-affordability-improving-2026/"  
[X Link](https://x.com/tierrapartners/status/2021677772398067789)  2026-02-11T20:08Z [----] followers, [---] engagements


"$BDN prepaying $245mm of secured debt. $BDN cuts divvy to [--] cents from [--]. $BDN cuts divvy to [--] cents from 15"  
[X Link](https://x.com/tierrapartners/status/1971572636884128240)  2025-09-26T13:48Z [----] followers, [---] engagements


"$TNDM is a trade. Into last summer the stock imploded to 0.9x sales. As comparison $BBNX trades at 10x sales and does 1/10th the revenue. PODD trades at 10x. TNDM's edge is its algorithm. Fair value is 2x to 3x sales"  
[X Link](https://x.com/tierrapartners/status/1986552044128190668)  2025-11-06T21:51Z [----] followers, [----] engagements


"$WLTH Wealthfront makes 20bps on its robo advisory biz and 540bps on cash management.COGs is 10% so my guess is the advertised 3.4% on cash balances is a decent hook to get small momo clients in"  
[X Link](https://x.com/tierrapartners/status/1998790650553393249)  2025-12-10T16:23Z [----] followers, [----] engagements


"$AZO discount to average sell side price target hasn't been this severe since 2020"  
[X Link](https://x.com/tierrapartners/status/2008191160251269198)  2026-01-05T14:57Z [----] followers, [---] engagements


"Nice succinct overview from Gemini $AZO"  
[X Link](https://x.com/tierrapartners/status/2008540115501764771)  2026-01-06T14:04Z [----] followers, [---] engagements


"$AZO finally"  
[X Link](https://x.com/tierrapartners/status/2008979558725505072)  2026-01-07T19:10Z [----] followers, [---] engagements


"Looks like $PNC TBV/shr +9.7% YoY driven by loan growth"  
[X Link](https://x.com/tierrapartners/status/2012151390425202766)  2026-01-16T13:14Z [----] followers, [---] engagements


"@shortbus_ace Until $MTN reorgs away from RE management cuts the divvy & gets back to a mountain ops-focused biz I think it's dead money or worse"  
[X Link](https://x.com/tierrapartners/status/2012175390152798474)  2026-01-16T14:49Z [----] followers, [--] engagements


"$AZO +10% over the last [--] weeks"  
[X Link](https://x.com/tierrapartners/status/2013713165670928392)  2026-01-20T20:40Z [----] followers, [---] engagements


"Probably explains why $BBNX sold off so hard In the latest #DiabetesDialogue cohosts Diana Isaacs PharmD and Natalie Bellini DNP discussed the recent #FDA clearance of @Diabeloop's DBLG2 and the company's partnership with Sequel Med Tech to produce a fully closed-loop insulin monitoring system. https://t.co/DvBLxOm4Ax https://t.co/z9vfTovARJ In the latest #DiabetesDialogue cohosts Diana Isaacs PharmD and Natalie Bellini DNP discussed the recent #FDA clearance of @Diabeloop's DBLG2 and the company's partnership with Sequel Med Tech to produce a fully closed-loop insulin monitoring system."  
[X Link](https://x.com/tierrapartners/status/2014438770221711616)  2026-01-22T20:43Z [----] followers, [---] engagements


"$PODD back to where it was when the new CEO was announced. I don't know what that means"  
[X Link](https://x.com/tierrapartners/status/2016909998677176751)  2026-01-29T16:23Z [----] followers, [---] engagements


"$HBAN post Cadence merger TBV $9.20 fully diluted"  
[X Link](https://x.com/tierrapartners/status/2018347588869673348)  2026-02-02T15:35Z [----] followers, [---] engagements


"The problem with Rick and many housing takes is a lack of context. If things are so bad why are new home sales higher va [----] Home Builders Turn to White House for Help on Inventory Glut: The biggest problem for the industry is that theyve got the highest amount of unsold inventory since [----] or [----] said Rick Palacios Jr. director of research at John Burns https://t.co/gKeBU9xirD https://t.co/8N14xzijeg Home Builders Turn to White House for Help on Inventory Glut: The biggest problem for the industry is that theyve got the highest amount of unsold inventory since [----] or [----] said Rick"  
[X Link](https://x.com/tierrapartners/status/2018829985705005207)  2026-02-03T23:32Z [----] followers, [---] engagements


"@chaka23121 How long have you used the service & has the total return met or exceeded SPY"  
[X Link](https://x.com/tierrapartners/status/2019096314819006629)  2026-02-04T17:10Z [----] followers, [--] engagements


"@pekwat I think you are right. MSFT deserves a derating for being generally lame but META and GOOG reactions are irrational imo. Wait GOOG is now green"  
[X Link](https://x.com/tierrapartners/status/2019163068446429413)  2026-02-04T21:36Z [----] followers, [--] engagements


"$ORLY guides FY26 EPS quite a bit lower $3.10 to $3.20 vs $3.31 est. Rev guide seems fine"  
[X Link](https://x.com/tierrapartners/status/2019166277693313074)  2026-02-04T21:48Z [----] followers, [---] engagements


"@JamiePastore9 Any lead issues with the Romertopf"  
[X Link](https://x.com/tierrapartners/status/2019592434607616220)  2026-02-06T02:02Z [----] followers, [--] engagements


"This is a real thing in corp America. Seriously. Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW Happened to have dinner tonight with a guy at $NOW whose sister works at $TEAM. He said they are pretty excited about the stock declines. View internally is that business is strong and theyre happy that RSUs/options are getting struck down here. Take it FWIW"  
[X Link](https://x.com/tierrapartners/status/2019593496760594663)  2026-02-06T02:06Z [----] followers, [----] engagements


"One has to wonder how seriously the EU has taken the Ukraine issue when they've maintained business as usual with Russia for the last four years EU'S VON DER LEYEN: WE TIGHTEN EXPORT RESTRICTIONS TO RUSSIA WITH NEW BANS ON GOODS AND SERVICES EU'S VON DER LEYEN: WE TIGHTEN EXPORT RESTRICTIONS TO RUSSIA WITH NEW BANS ON GOODS AND SERVICES"  
[X Link](https://x.com/tierrapartners/status/2019775389216669901)  2026-02-06T14:09Z [----] followers, [---] engagements


"They have decided that $ACM is a decent garpy-ish company unfairly left by the side of the road.at least for today"  
[X Link](https://x.com/tierrapartners/status/2019783034975776981)  2026-02-06T14:39Z [----] followers, [---] engagements


"$ACM 200ma $113 They have decided that $ACM is a decent garpy-ish company unfairly left by the side of the road.at least for today. https://t.co/MFPA03uFlV They have decided that $ACM is a decent garpy-ish company unfairly left by the side of the road.at least for today. https://t.co/MFPA03uFlV"  
[X Link](https://x.com/tierrapartners/status/2019805246378443128)  2026-02-06T16:07Z [----] followers, [---] engagements


"Hard to see commodities holding a permanent allocation over any cycle that includes labor recession. I really think the only advantage retail has is to accept there is no free lunch let time work you and learn how to thoughtfully select individual stocks - and size correctly. The proliferation of covered call products for example is absurd. Every few years the investor gets to gloat for a month or two about not being down 20% only to underperform a lot over time. https://twitter.com/i/web/status/2020165236305633314 https://twitter.com/i/web/status/2020165236305633314"  
[X Link](https://x.com/tierrapartners/status/2020165236305633314)  2026-02-07T15:58Z [----] followers, [--] engagements


"@jclarkson203 Jfc. Has this clown even tried building an excel model with Claude AI is cool and all but we are a ways out from replacing human judgment"  
[X Link](https://x.com/tierrapartners/status/2020255658340413477)  2026-02-07T21:57Z [----] followers, [--] engagements


"@HomeLoanBill I wish Congress would greenlight portable mortgages. Admittedly the mortgage lobby + banks would never allow it"  
[X Link](https://x.com/tierrapartners/status/2020512886662090990)  2026-02-08T14:59Z [----] followers, [--] engagements


"$GOOG is the opposite of this. Brad Gerstner also got on CNBC and called Google a dead business because his son was using ChatGPT in his middle school class He's the face of going with the herd https://t.co/0VUszxWoW5 Brad Gerstner also got on CNBC and called Google a dead business because his son was using ChatGPT in his middle school class He's the face of going with the herd https://t.co/0VUszxWoW5"  
[X Link](https://x.com/tierrapartners/status/2020535490198282508)  2026-02-08T16:29Z [----] followers, [---] engagements


"BB on the potential for a new Fed-Treasury Accord conveniently leaves out the role of lifting price controls & rationing as factors in the post-WW2 inflation spike. Also ignores the fact that when the Fed did raise rates it was more symbolic than not"  
[X Link](https://x.com/tierrapartners/status/2020836669381812523)  2026-02-09T12:26Z [----] followers, [---] engagements


"@cmo040958 Thx Jaguar"  
[X Link](https://x.com/tierrapartners/status/2020969695059546285)  2026-02-09T21:14Z [----] followers, [--] engagements


"$NOW now (finally)"  
[X Link](https://x.com/tierrapartners/status/2021228463194042681)  2026-02-10T14:23Z [----] followers, [---] engagements


"$MTN's problem is they're doing anything to cling to the old model when acquisitions were abundant & accretive-ish on the Epic Pass side"  
[X Link](https://x.com/tierrapartners/status/1998780014922273206)  2025-12-10T15:41Z [----] followers, [---] engagements


"$ACM waking up"  
[X Link](https://x.com/tierrapartners/status/2008191386689126677)  2026-01-05T14:58Z [----] followers, [---] engagements


"$J getting bot on decent earnings constructive for the space. $ACM"  
[X Link](https://x.com/tierrapartners/status/2019074619068526979)  2026-02-04T15:44Z [----] followers, [---] engagements


"Pretty clear that Agents are going to be creating entire new human-centric industries focused on validation & cleaning up unintended problems"  
[X Link](https://x.com/tierrapartners/status/2020864627194654944)  2026-02-09T14:17Z [----] followers, [---] engagements


""Our Agent takes care of all of that." Again Gfy. Pass"  
[X Link](https://x.com/tierrapartners/status/2020865310975217739)  2026-02-09T14:20Z [----] followers, [---] engagements


"$ACM solid beats. Guides higher. $ACM reports amc est. $3.53b rev & $1.16/shr https://t.co/1XwTZNeABk $ACM reports amc est. $3.53b rev & $1.16/shr https://t.co/1XwTZNeABk"  
[X Link](https://x.com/tierrapartners/status/2020968359425180148)  2026-02-09T21:09Z [----] followers, [----] engagements


"Fwiw forward P/E is an 18x now at the top range of the guide"  
[X Link](https://x.com/tierrapartners/status/2020969132422988263)  2026-02-09T21:12Z [----] followers, [---] engagements


"From $NOW back in January but a general theme for US services. Weaker USD regime is a massive tailwind for Services exports"  
[X Link](https://x.com/tierrapartners/status/2020970038237577516)  2026-02-09T21:16Z [----] followers, [---] engagements


"$ACM backlog accelerated from +4% YoY to +9% MRQ"  
[X Link](https://x.com/tierrapartners/status/2020983083881607268)  2026-02-09T22:08Z [----] followers, [---] engagements


"Hedge Funds https://www.bloomberg.com/news/articles/2026-02-09/goldman-says-hedge-funds-add-record-shorts-on-us-stocks-in-rout https://www.bloomberg.com/news/articles/2026-02-09/goldman-says-hedge-funds-add-record-shorts-on-us-stocks-in-rout"  
[X Link](https://x.com/tierrapartners/status/2020993929600987137)  2026-02-09T22:51Z [----] followers, [---] engagements


"Parking 65% of your portfolio in [--] securities in the same industry is a special kind of concentration risk"  
[X Link](https://x.com/tierrapartners/status/2021209565425983732)  2026-02-10T13:08Z [----] followers, [---] engagements


"Yah you don't need to (nor should you) put 10% to 15% of a portfolio into one name. 4% to 5% on a high conviction wager can make a huge difference over time across half a dozen companies. Chris Hohn on the secret to his outperformance (9% *above* market for 20+ years) https://t.co/CckPVJ3NFX Chris Hohn on the secret to his outperformance (9% *above* market for 20+ years) https://t.co/CckPVJ3NFX"  
[X Link](https://x.com/tierrapartners/status/2021221296693039575)  2026-02-10T13:54Z [----] followers, [---] engagements


"$ACM valuation gap with $J should close"  
[X Link](https://x.com/tierrapartners/status/2021228008514654457)  2026-02-10T14:21Z [----] followers, [---] engagements


"UST so perky"  
[X Link](https://x.com/tierrapartners/status/2021236663326806412)  2026-02-10T14:55Z [----] followers, [---] engagements


"Because they call it "hooking up" now. Same thing different name. We're in the midst of a "Dating Recession": ✔ HS dating has fallen almost 50% since [----] ✔In [----] a "mere 46% of high school seniors reported ever going out on dates" https://t.co/ymMJRF1xJw We're in the midst of a "Dating Recession": ✔ HS dating has fallen almost 50% since [----] ✔In [----] a "mere 46% of high school seniors reported ever going out on dates" https://t.co/ymMJRF1xJw"  
[X Link](https://x.com/tierrapartners/status/2021241088527249725)  2026-02-10T15:13Z [----] followers, [---] engagements


"$ACM international bookings +23% YoY. Book to burn 2.3x. Cheaper USD is a huge tailwind. $ACM solid beats. Guides higher. https://t.co/8qpBVNK58l $ACM solid beats. Guides higher. https://t.co/8qpBVNK58l"  
[X Link](https://x.com/tierrapartners/status/2021281257527685214)  2026-02-10T17:53Z [----] followers, [---] engagements


"Mortgage delinquency & average FICO score for the 18-29 demographic. Spoiler: looks pretty normal"  
[X Link](https://x.com/tierrapartners/status/2021291948955545647)  2026-02-10T18:35Z [----] followers, [---] engagements


"Yes manipulation"  
[X Link](https://x.com/tierrapartners/status/2021330301230694435)  2026-02-10T21:07Z [----] followers, [---] engagements


"@HFMajorTom Crypto is just a pure expression of greed. I can argue both sides as to whether or not the CFTC should have legalized it but at least we're beyond the idea that it's a suitable investment"  
[X Link](https://x.com/tierrapartners/status/2021684533788029185)  2026-02-11T20:35Z [----] followers, [---] engagements


"CK Hutchison threatening the Dutch now. Good luck with that. https://www.bloomberg.com/news/articles/2026-02-12/ck-hutch-warns-maersk-of-legal-action-over-panama-ports-control https://www.bloomberg.com/news/articles/2026-02-12/ck-hutch-warns-maersk-of-legal-action-over-panama-ports-control"  
[X Link](https://x.com/tierrapartners/status/2021931105733980627)  2026-02-12T12:55Z [----] followers, [---] engagements


"NLRB hits $MCD as joint employer TheHill - http://t.co/yzdNu1zd69 Don't worry Bill is buying it maybe so all is good. http://go.shr.lc/1zIZhpe http://go.shr.lc/1zIZhpe"  
[X Link](https://x.com/tierrapartners/status/546038385757126656)  2014-12-19T20:24Z [----] followers, [--] engagements


"$SYK acquiring CHG Hospital Beds for cash"  
[X Link](https://x.com/tierrapartners/status/552090326115295232)  2015-01-05T13:12Z [----] followers, [--] engagements


""reorient" dividend policy wtf does that mean $SAN"  
[X Link](https://x.com/tierrapartners/status/553182044948557824)  2015-01-08T13:30Z [----] followers, [--] engagements


"$SAN CEO says no plan for acquisitions this actually needed to be clarified"  
[X Link](https://x.com/tierrapartners/status/553256151010516992)  2015-01-08T18:25Z [----] followers, [--] engagements


"Wellington takes 10.6% position in $EFC"  
[X Link](https://x.com/tierrapartners/status/554996881068392448)  2015-01-13T13:42Z [----] followers, [--] engagements


"Why is $CS downgrading $RIG to [--] price meanwhile their IB group just acquired 27mm shares"  
[X Link](https://x.com/tierrapartners/status/556261012861878273)  2015-01-17T01:25Z [----] followers, [--] engagements


"Societe Generale cuts $EOG to [---] $OXY to [--] $COP to 75"  
[X Link](https://x.com/tierrapartners/status/559706826070319104)  2015-01-26T13:38Z [----] followers, [--] engagements


"Notable 13Gs filed 1/29: $ALK $ATK $ASH $ATRO $CINF $CMCSA $CMTL $CVU $DGII $DORM $IDXX $MLM $MCD $NPK $BTU $SEE $SRI $TEN $TRMB $UMH $UNP"  
[X Link](https://x.com/tierrapartners/status/561148539120926720)  2015-01-30T13:06Z [----] followers, [--] engagements


"Just thinking out loud here: $AAPL acquiring $SIRI from $LMCA would put Beats into 27mm cars+become an insta network"  
[X Link](https://x.com/tierrapartners/status/564189728887812097)  2015-02-07T22:31Z [----] followers, [--] engagements


"Distressed energy speculation drives 73% YoY increase in PE fund raising nothing like throwing momoney at a crowded trade"  
[X Link](https://x.com/tierrapartners/status/567751077068804096)  2015-02-17T18:22Z [----] followers, [--] engagements


"Looks like $WM debt deal could add $0.25 to $0.35/share for 2015"  
[X Link](https://x.com/tierrapartners/status/568448067340505089)  2015-02-19T16:32Z [----] followers, [--] engagements


"Maybe it's not management or the supply chain but the min wage low skilled work force that can't adapt $MCD"  
[X Link](https://x.com/tierrapartners/status/581443132958613504)  2015-03-27T13:10Z [----] followers, [--] engagements


"$RGDX files 2nd Amendment to $SWKH loan increases borrowing by $3.5mm; issues addt'l warrants to lender at $0.37 strike"  
[X Link](https://x.com/tierrapartners/status/585785820763807744)  2015-04-08T12:46Z [----] followers, [--] engagements


"Maybe $MCD should get into consumer cloud"  
[X Link](https://x.com/tierrapartners/status/591609800083054592)  2015-04-24T14:29Z [----] followers, [--] engagements


"$HSBC looking to unload Brazil franchise"  
[X Link](https://x.com/tierrapartners/status/593935414894944257)  2015-05-01T00:30Z [----] followers, [--] engagements


"No surprise Einhorn didn't include $EOG in same bucket as $PXD it's got 3x proven reserves. Still happy to wait for earnings b4 back in"  
[X Link](https://x.com/tierrapartners/status/595282250608050176)  2015-05-04T17:42Z [----] followers, [--] engagements


"$EFC 14% discount to bv"  
[X Link](https://x.com/tierrapartners/status/596121186624479232)  2015-05-07T01:15Z [----] followers, [--] engagements


"$SWKH borrowers report $RGDX $HH RGDX volumes up but Medicare reimbursements down; HH expects recent acq to be accretive in 2015"  
[X Link](https://x.com/tierrapartners/status/598826180163272704)  2015-05-14T12:24Z [----] followers, [--] engagements


"$EPD buys Pioneer's Eagle Ford midstream assets $1.15b now $1b in a year http://t.co/5iv6ji7eKP"  
[X Link](https://x.com/tierrapartners/status/605356114666995714)  2015-06-01T12:51Z [----] followers, [--] engagements


"$GICSAB going after the MX REITs on their very high fees (REOC vs REIT) http://t.co/i2gwMkPEKc"  
[X Link](https://x.com/tierrapartners/status/611593058451353600)  2015-06-18T17:55Z [----] followers, [--] engagements


""DJ FOX News and SiriusXM to Launch a National News Channel" $SIRI $FOXA"  
[X Link](https://x.com/tierrapartners/status/613788201010868224)  2015-06-24T19:18Z [----] followers, [--] engagements


"http://t.co/Wqgy30CLwH $FOXA http://adage.com/article/special-report-tv-upfront/fox-networks-group/299299/ http://adage.com/article/special-report-tv-upfront/fox-networks-group/299299/"  
[X Link](https://x.com/tierrapartners/status/616207799983439872)  2015-07-01T11:32Z [----] followers, [--] engagements


"Brazil $IBXX not only is it cheap on a valuation basis but FX is going to be a tailwind sooner than later http://t.co/YzSBc59aKX"  
[X Link](https://x.com/tierrapartners/status/621477466666876928)  2015-07-16T00:32Z [----] followers, [--] engagements


"$FOXA exits MundoFox stake http://t.co/b5TXqU8w8K"  
[X Link](https://x.com/tierrapartners/status/622033715460448260)  2015-07-17T13:22Z [----] followers, [--] engagements


"Must have got that Wells Notice finally. https://x.com/DougKass/status/623509280277180416 https://x.com/DougKass/status/623509280277180416"  
[X Link](https://x.com/tierrapartners/status/623509615255396352)  2015-07-21T15:07Z [----] followers, [--] engagements


"$SWKH $RGDX ch11 looks like upb converts to DIP + $3mm new money http://t.co/lpizNbdzo8"  
[X Link](https://x.com/tierrapartners/status/630791316071403520)  2015-08-10T17:22Z [----] followers, [--] engagements


"So $RGDX warrants are gone but $SWKH likely to convert at least 50% of debt into $CGIX stock so who knows how this shakes out in the end"  
[X Link](https://x.com/tierrapartners/status/630816947744206848)  2015-08-10T19:04Z [----] followers, [--] engagements


"$SWKH wild card: on what terms will $CGIX assume at most 50% of existing $RGDX secured debt http://t.co/MW2ec4XhJH"  
[X Link](https://x.com/tierrapartners/status/631064863524175872)  2015-08-11T11:29Z [----] followers, [--] engagements


"$VXAPL now 10% above 7/2013 high http://t.co/YigiDpAGVn"  
[X Link](https://x.com/tierrapartners/status/634810242988122112)  2015-08-21T19:32Z [----] followers, [--] engagements


"$VXAPL http://t.co/yeA6JuVXmO"  
[X Link](https://x.com/tierrapartners/status/635816261197410304)  2015-08-24T14:09Z [----] followers, [--] engagements


"But failure to serve with cheez melted makes me not want to eat it at all $MCD http://t.co/cke2L84EZ6"  
[X Link](https://x.com/tierrapartners/status/637706253846900736)  2015-08-29T19:19Z [----] followers, [--] engagements


"Historical Brazil FX nominal vs inflation adjusted http://t.co/VJr1gBHlJK"  
[X Link](https://x.com/tierrapartners/status/639463964053798914)  2015-09-03T15:44Z [----] followers, [--] engagements


"$VXAPL down 10% today"  
[X Link](https://x.com/tierrapartners/status/643859586521399296)  2015-09-15T18:51Z [----] followers, [--] engagements


"$CGIX receives court approval for $RGDX purchase $SWKH http://t.co/IR9ne0Ue6l"  
[X Link](https://x.com/tierrapartners/status/649922318458822656)  2015-10-02T12:22Z [----] followers, [--] engagements


"Dividend Growth May Slow; Apple Microsoft Generous AAPL MSFT account for 22% of all SPX dividends https://apple.news/AINH7CWuNOOelrlsIO6EcOA https://apple.news/AINH7CWuNOOelrlsIO6EcOA"  
[X Link](https://x.com/tierrapartners/status/650402096802590720)  2015-10-03T20:08Z [----] followers, [--] engagements


"$MRK Frazier makes solid point wellness programs must result in quantifiable savings - wearables are the only way to do that"  
[X Link](https://x.com/tierrapartners/status/671670642358489088)  2015-12-01T12:42Z [----] followers, [--] engagements


"$CMG if this thing is blip [--] months out will have been a great buy in thsi area maybe 5% to 10% lower"  
[X Link](https://x.com/tierrapartners/status/673855117704224770)  2015-12-07T13:22Z [----] followers, [--] engagements


"Notable 5d volume 50d: $HMC $ICE $NMR $VIG $TU $VO $IWR $SDY $VB $CHD $CSJ $TW $WSH $IWS $IWV $DPZ $MHG $VBR $SPLV $VT $EFAV $PAG"  
[X Link](https://x.com/tierrapartners/status/684034820897390592)  2016-01-04T15:33Z [----] followers, [--] engagements


"Main concern w/ $GOOG is sole reliance on search & their spending problems. It's just not worth 31x"  
[X Link](https://x.com/tierrapartners/status/723253581361623041)  2016-04-21T20:54Z [----] followers, [--] engagements


"Mexico's $GICSA seeing above average volume follow thru"  
[X Link](https://x.com/tierrapartners/status/738435493935865857)  2016-06-02T18:21Z [----] followers, [--] engagements


"No I didn't take a sip. Yes they underserved me by at least 5%. $SBUX"  
[X Link](https://x.com/tierrapartners/status/739758275948875776)  2016-06-06T09:58Z [----] followers, [--] engagements


"Mexico's Femsa $FMX buys Chilean convenience store chain #americasblock"  
[X Link](https://x.com/tierrapartners/status/739954389629214721)  2016-06-06T22:57Z [----] followers, [--] engagements


"$GICSA 13x average USD volume"  
[X Link](https://x.com/tierrapartners/status/763053111678210048)  2016-08-09T16:43Z [----] followers, [--] engagements


"@kajawhitehouse or leaving an establishment of ill repute and were targeted"  
[X Link](https://x.com/tierrapartners/status/766012985378766848)  2016-08-17T20:45Z [----] followers, [--] engagements


"$TWTR doing just fine on revenue growth. Strip out $1b/yr SG&A for the acquirer gets really interesting"  
[X Link](https://x.com/tierrapartners/status/780378349881401344)  2016-09-26T12:07Z [----] followers, [--] engagements


"My guess is if you normalized for Fed's balance sheet assets chart would look very different. But just a hunch.;-) https://x.com/markyusko/status/782561177410891776 #GreatChart https://t.co/k1ehrafDrX https://x.com/markyusko/status/782561177410891776 #GreatChart https://t.co/k1ehrafDrX"  
[X Link](https://x.com/tierrapartners/status/782607875059355648)  2016-10-02T15:47Z [----] followers, [--] engagements


"$K to buy Brazil snack company Ritmo Investimentos for $429mm - public is the new private"  
[X Link](https://x.com/tierrapartners/status/786542380426072064)  2016-10-13T12:21Z [----] followers, [--] engagements


"How some on FinTwit value stocks"  
[X Link](https://x.com/tierrapartners/status/788066923372224512)  2016-10-17T17:19Z [----] followers, [--] engagements


"WaaS - $WMT as a service expands US-MX money transfer biz"  
[X Link](https://x.com/tierrapartners/status/791228627174162432)  2016-10-26T10:42Z [----] followers, [--] engagements


"$VXAPL -20% won't be here for long OTM expirations could be interesting"  
[X Link](https://x.com/tierrapartners/status/791319795941642245)  2016-10-26T16:45Z [----] followers, [--] engagements


"$VXAPL +4.4%"  
[X Link](https://x.com/tierrapartners/status/791648298591453184)  2016-10-27T14:30Z [----] followers, [--] engagements


"Ttrending on FB Politics today is some hashtag Standing Rock movement with honorable mention to Lena Dunham"  
[X Link](https://x.com/tierrapartners/status/793507382403948544)  2016-11-01T17:37Z [----] followers, [--] engagements


"ETF Creation Redemption Process Behind the Scenes WisdomTree https://www.wisdomtree.com/blog/2017-01-17/ETF-Creation-Redemption-Process-Behind-the-Scenesutm_source=LinkedIn&utm_medium=update&utm_campaign=Equity https://www.wisdomtree.com/blog/2017-01-17/ETF-Creation-Redemption-Process-Behind-the-Scenesutm_source=LinkedIn&utm_medium=update&utm_campaign=Equity"  
[X Link](https://x.com/tierrapartners/status/821379074803298305)  2017-01-17T15:30Z [----] followers, [--] engagements


"Consensus now sees 360bps of additional rate cuts in Brazil for 2017"  
[X Link](https://x.com/tierrapartners/status/823510119279423488)  2017-01-23T12:38Z [----] followers, [--] engagements


"Brazil CPI YoY at +5.35% vs +6.29% in Dec - SELIC at 13% analysts see 10.75% by year end. Secular bull"  
[X Link](https://x.com/tierrapartners/status/829302955459346435)  2017-02-08T12:16Z [----] followers, [--] engagements


"But Vanguard iShares got all the $$$. https://x.com/Perth_Tolle/status/829377064251879425 Global equity ETP flows dominated MF flows in January. 3B went into broad #EmergingMarkets. https://t.co/TtbuqSIQgk https://x.com/Perth_Tolle/status/829377064251879425 Global equity ETP flows dominated MF flows in January. 3B went into broad #EmergingMarkets. https://t.co/TtbuqSIQgk"  
[X Link](https://x.com/tierrapartners/status/829377361879629824)  2017-02-08T17:12Z [----] followers, [--] engagements


"When asked would he be an herbivore or a carnivore dinosaur our little guy opted for the omnivore category"  
[X Link](https://x.com/tierrapartners/status/850450734734823425)  2017-04-07T20:50Z [----] followers, [--] engagements


"Absolutely convinced that Tim Cook dreams of adding $150b+ of Goodwill to AAPL's balance sheet via DIS acq"  
[X Link](https://x.com/tierrapartners/status/852495389496397824)  2017-04-13T12:15Z [----] followers, [--] engagements


"Brazil rents increase for 3rd month sequentially but still lag CPI. Resi sales in Rio +13% YoY launches +9%"  
[X Link](https://x.com/tierrapartners/status/854675121449181184)  2017-04-19T12:36Z [----] followers, [--] engagements


"On trade negotiations: the framework is NAFTA and the goal is to bring WTO into line with it"  
[X Link](https://x.com/tierrapartners/status/860120520326619136)  2017-05-04T13:14Z [----] followers, [--] engagements


"$VXAPL there goes the pop.nice"  
[X Link](https://x.com/tierrapartners/status/864842894234013696)  2017-05-17T13:59Z [----] followers, [--] engagements


"$VXAPL +22.4%"  
[X Link](https://x.com/tierrapartners/status/864917224703897604)  2017-05-17T18:55Z [----] followers, [--] engagements


"IBOV valuation - rate cuts should improve interest coverage ratios by 1/3. TEV/EBIT about half vs SPX"  
[X Link](https://x.com/tierrapartners/status/865543579124367364)  2017-05-19T12:24Z [----] followers, [--] engagements


"$VXAPL going to rip higher oh wait there it goes"  
[X Link](https://x.com/tierrapartners/status/884404737923305472)  2017-07-10T13:31Z [----] followers, [--] engagements


"EEMV (top) & SPY literally have the same volaitility for the TTM period except iShares gets 71bps for EEMV"  
[X Link](https://x.com/tierrapartners/status/886743193848614913)  2017-07-17T00:23Z [----] followers, [--] engagements


"AAPL still at a [--] year low levered FCF yield. FTM FCF yield 5%"  
[X Link](https://x.com/tierrapartners/status/887724909820096516)  2017-07-19T17:24Z [----] followers, [--] engagements


"When Vanguard swaps the Index for VNQ to a 75/25 weight $3b worth of these holdings will be liquidated"  
[X Link](https://x.com/tierrapartners/status/892481786340659200)  2017-08-01T20:26Z [----] followers, [--] engagements


"NAFTA in a Multipolar World Economy Alternative Economics #AmericasBlock https://alternativeeconomics.co/blogline/67136-nafta-in-a-multipolar-world-economy https://alternativeeconomics.co/blogline/67136-nafta-in-a-multipolar-world-economy"  
[X Link](https://x.com/tierrapartners/status/896015365687447552)  2017-08-11T14:28Z [----] followers, [--] engagements


"I like NVDA but this whole arg reminds me of actual miners in [----]. Demand is permanent this time is diff"  
[X Link](https://x.com/tierrapartners/status/909750688728612864)  2017-09-18T12:07Z [----] followers, [--] engagements


"Watson AI ETF is not an index fund but a transparent active ETF. Important since sub-advisor ult picks stocks"  
[X Link](https://x.com/tierrapartners/status/922076164889436161)  2017-10-22T12:24Z [----] followers, [--] engagements


"LatAm Real Estate alpha generation since inception [----] and [----] YTD"  
[X Link](https://x.com/tierrapartners/status/923183437619527680)  2017-10-25T13:44Z [----] followers, [--] engagements


"Yellen Dudley out. Clinton Inc. all but knee-capped Chelsea+Zuck no more Saudi $$$ backchannels capped. VIX to hit [--] this week"  
[X Link](https://x.com/tierrapartners/status/927133760008675328)  2017-11-05T11:21Z [----] followers, [--] engagements


"Buck cheaper at $WMT vs our local $WFM $AMZN"  
[X Link](https://x.com/tierrapartners/status/932292364072255489)  2017-11-19T16:59Z [----] followers, [--] engagements


"Marshall Plan cost $130b inflation adjusted"  
[X Link](https://x.com/tierrapartners/status/934393113912725504)  2017-11-25T12:07Z [----] followers, [--] engagements


"Coinbase has so many SEC filings really impressive given the dollar value of trading volume it see"  
[X Link](https://x.com/tierrapartners/status/938758509268697088)  2017-12-07T13:14Z [----] followers, [--] engagements


"Its true. $AMZN is now selling BTC. Didnt think this day would arrive but here we are"  
[X Link](https://x.com/tierrapartners/status/942693259083681794)  2017-12-18T09:49Z [----] followers, [--] engagements


"Unless $GOOG classifies their def tax liab under tht $7b 'other' repatriation tax is a $15b hit to bv"  
[X Link](https://x.com/tierrapartners/status/944247152854945792)  2017-12-22T16:43Z [----] followers, [--] engagements


"$WMT interesting. On the surface focused on store safety but are there automatic check-out applications too"  
[X Link](https://x.com/tierrapartners/status/951071885416165376)  2018-01-10T12:43Z [----] followers, [--] engagements


"Can you insure BTC Yes. For 1% and handing over your password to XL"  
[X Link](https://x.com/tierrapartners/status/952215784381665280)  2018-01-13T16:28Z [----] followers, [--] engagements


"Doesn't matter that BAC won't process crypto transactions via credit cards b/c BTC is decentralized and doesn't need fiat to exist. And it will go to $100000 by December"  
[X Link](https://x.com/tierrapartners/status/959514467158589440)  2018-02-02T19:50Z [----] followers, [--] engagements


"Yes real economy is sound but this doesn't assuage downside risk of higher bond yields on growth equities"  
[X Link](https://x.com/tierrapartners/status/959788094450012160)  2018-02-03T13:58Z [----] followers, [--] engagements


"$VZ FTM P/E at 11x or where it was in Sep 2008"  
[X Link](https://x.com/tierrapartners/status/962430934397149184)  2018-02-10T20:59Z [----] followers, [--] engagements


"$DTE FTM P/E down by 50% over last 2yrs yields 4.7%"  
[X Link](https://x.com/tierrapartners/status/962431772259692544)  2018-02-10T21:03Z [----] followers, [--] engagements


"If distributed processing/storage really takes hold (as some in SV are betting) would an $EQIX be a short"  
[X Link](https://x.com/tierrapartners/status/962432618791923712)  2018-02-10T21:06Z [----] followers, [--] engagements


"$SPG 13F activity 4Q17 active RE managers likely redemption driven sellers"  
[X Link](https://x.com/tierrapartners/status/964116500234817536)  2018-02-15T12:37Z [----] followers, [--] engagements


"$MTN cash conversion cycle down by 40% since last year & interest coverage almost 2x vs 4yrs ago"  
[X Link](https://x.com/tierrapartners/status/971374025631989760)  2018-03-07T13:16Z [----] followers, [--] engagements


"$AMZN sell side pricing in a terminal 43x EBIT multiple and a 45% EPS CAGR. What could go wrong"  
[X Link](https://x.com/tierrapartners/status/976189620177301504)  2018-03-20T20:11Z [----] followers, [--] engagements


"Either $VIX goes south hard or $VXAPL is about to play serious catch-up"  
[X Link](https://x.com/tierrapartners/status/980596206740148229)  2018-04-02T00:02Z [----] followers, [--] engagements


"Greenblatt EBIT method for $BA - despite the run looks fairly valued"  
[X Link](https://x.com/tierrapartners/status/982224221983031299)  2018-04-06T11:51Z [----] followers, [--] engagements


"Greenblatt method for $AAPL - not cheap but keep looking at buyback driven growth"  
[X Link](https://x.com/tierrapartners/status/982224971647795200)  2018-04-06T11:54Z [----] followers, [--] engagements


"Gets better. FY2019 $AAPL EBIT estimates down 3% at $73b or 4% growth enough to support divvy/buybacks but"  
[X Link](https://x.com/tierrapartners/status/986564124908883968)  2018-04-18T11:16Z [----] followers, [--] engagements


"$AAPL FY2019 revenue estimates cut 5% YTD or 3.5x TEV or 25% above 5yr TEV/forward sales average"  
[X Link](https://x.com/tierrapartners/status/986565746728763392)  2018-04-18T11:22Z [----] followers, [--] engagements


"$VXAPL getting ready to rumble similar to end of [----] super cycle $AAPL"  
[X Link](https://x.com/tierrapartners/status/987017383792599040)  2018-04-19T17:17Z [----] followers, [--] engagements


"$VXAPL at [-----] or about where it was at the Feb low $AAPL"  
[X Link](https://x.com/tierrapartners/status/987362432531288067)  2018-04-20T16:08Z [----] followers, [--] engagements


"$VXAPL could move +10 and still be within historical range versus $VIX $AAPL"  
[X Link](https://x.com/tierrapartners/status/988481534486306817)  2018-04-23T18:15Z [----] followers, [--] engagements


"FTM TEV/EBIT discounts: $FB 20% $AMZN 82% $GOOG 16% $IBM 22% $MSFT 45% $SAP 30% - $AAPL (drum roll) 6%"  
[X Link](https://x.com/tierrapartners/status/992767889617940480)  2018-05-05T14:08Z [----] followers, [--] engagements


"Ever so slight uptick in the year-end [--] vs [--] more rate hike odds"  
[X Link](https://x.com/tierrapartners/status/994166678379474944)  2018-05-09T10:46Z [----] followers, [--] engagements


"$AAPL Cash Earnings adjusted for buybacks are est to be $14.36/share in [----] vs $14.57 in [----] (the last real supercycle). That would be zero growth. Worse projected Cash Earnings for the next [--] years are basically flat. Of course GAAP EPS has risen "phenomenally" sort of"  
[X Link](https://x.com/tierrapartners/status/999396137592410116)  2018-05-23T21:06Z [----] followers, [--] engagements

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