# ![@xuexishenghuo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::260943149.png) @xuexishenghuo SoL

SoL posts on X about $vrx, $csuto, $csu, $intc the most. They currently have [------] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::260943149/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::260943149/c:line/m:interactions.svg)

- [--] Week [---] -90%
- [--] Year [------] +164,820%

### Mentions: [--] [#](/creator/twitter::260943149/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::260943149/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::260943149/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::260943149/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Months [-----] -0.51%
- [--] Year [-----] -1.10%

### CreatorRank: undefined [#](/creator/twitter::260943149/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::260943149/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [gaming](/list/gaming) 

**Social topic influence**
[$vrx](/topic/$vrx) #1, [$csuto](/topic/$csuto), [$csu](/topic/$csu), [$intc](/topic/$intc), [business](/topic/business), [ceo](/topic/ceo), [canada](/topic/canada), [$orly](/topic/$orly), [$aap](/topic/$aap), [$azo](/topic/$azo)

**Top accounts mentioned or mentioned by**
[@shitfund](/creator/undefined) [@sharonterlep](/creator/undefined) [@ryanfelton](/creator/undefined) [@barbariancap](/creator/undefined) [@howsterrr](/creator/undefined) [@brattlestcap](/creator/undefined) [@skelecap](/creator/undefined) [@tradingenaction](/creator/undefined) [@gbfidanza](/creator/undefined) [@17thstcap](/creator/undefined) [@wallstcynic](/creator/undefined) [@moatslikekodak](/creator/undefined) [@warrenbuffett](/creator/undefined) [@bergencapital](/creator/undefined) [@hanes](/creator/undefined) [@schaudenfraud](/creator/undefined) [@donutshorts](/creator/undefined) [@megaman2](/creator/undefined) [@richardtip17589](/creator/undefined) [@investorclimber](/creator/undefined)

**Top assets mentioned**
[Verox (VRX)](/topic/$vrx) [Intel Corporation (INTC)](/topic/$intc) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Autozone Inc (AZO)](/topic/$azo) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Signet Jewelers Limited (SIG)](/topic/$sig) [Story (IP)](/topic/$ip) [Westrock Co (WRK)](/topic/$wrk) [GM (GM)](/topic/$gm) [Corning Incorporated (GLW)](/topic/$glw) [Church & Dwight Co., Inc. (CHD)](/topic/$chd) [CasinoCoin (CSC)](/topic/$csc) [Regions Financial Corp (RF)](/topic/$rf) [Synchrony Financial (SYF)](/topic/$syf) [Alibaba Group (BABA)](/topic/$baba) [Under Armour Inc Class C (UA)](/topic/$ua) [Plug Power, Inc. (PLUG)](/topic/$plug) [Crocs, Inc. (CROX)](/topic/$crox) [AMC Entertainment Holdings, Inc. (AMC)](/topic/$amc) [Danaher Corporation (DHR)](/topic/$dhr) [Kraft Heinz Co (KHC)](/topic/$khc) [Gartner Inc (IT)](/topic/$it)
### Top Social Posts
Top posts by engagements in the last [--] hours

"On these aftermarket auto parts retailers: if there's a huge increase in the price of Chinese imports don't they get an instant windfall on their existing inventories Not insignificant $ORLY $AAP $AZO"  
[X Link](https://x.com/xuexishenghuo/status/1025151453403467777)  2018-08-02T22:48Z [----] followers, [--] engagements


"Changed a faulty car battery on Monday. Price went up 2% YoY. Not bad for $ORLY $AAP $AZO"  
[X Link](https://x.com/xuexishenghuo/status/1085931976194965506)  2019-01-17T16:08Z [----] followers, [--] engagements


"Great $glw did it again mgmt doesn't know how to spell roic"  
[X Link](https://x.com/xuexishenghuo/status/428188866659762176)  2014-01-28T15:32Z [----] followers, [--] engagements


"When will $avp take the imaginary $150mm in Venezuela off its balance sheet Will that lead to rating agency downgrade"  
[X Link](https://x.com/xuexishenghuo/status/449556566921195520)  2014-03-28T14:40Z [----] followers, [--] engagements


"Who would have thought $ttwo makes $1+ in non GTA year $7 cash per share"  
[X Link](https://x.com/xuexishenghuo/status/527559146837909504)  2014-10-29T20:34Z [----] followers, [--] engagements


"$avp 60bp margin benefit from lower doubtful accounts reserve while rep retention worsened hmmm will a dropped rep pay"  
[X Link](https://x.com/xuexishenghuo/status/527812376838828033)  2014-10-30T13:20Z [----] followers, [--] engagements


"$avp market cap is smaller than 1/3 of those in sp400. Plenty of replacement candidates. $hbi 11b $chd 10b $jah 9b just to name a few"  
[X Link](https://x.com/xuexishenghuo/status/535440586363641856)  2014-11-20T14:32Z [----] followers, [--] engagements


"$ttwo stock down on a blowout Q. Are you kidding me"  
[X Link](https://x.com/xuexishenghuo/status/562982741038616578)  2015-02-04T14:35Z [----] followers, [--] engagements


"Random guess: $csc spins off govt biz and then do an inversion deal with $xch/on"  
[X Link](https://x.com/xuexishenghuo/status/664833242051293184)  2015-11-12T15:52Z [----] followers, [--] engagements


"so $intc paid 10x revenue to acquire Altera. Didn't someone used to warn against paying 10x revenue was it SunMicrosystems CEO"  
[X Link](https://x.com/xuexishenghuo/status/687767360359526400)  2016-01-14T22:44Z [----] followers, [--] engagements


"$VRSN net add 1Q15 was 1.5m and Mar [----] was 650k. What is JPM analyst smoking don't let fact get in the way"  
[X Link](https://x.com/xuexishenghuo/status/705031408541179905)  2016-03-02T14:06Z [----] followers, [--] engagements


"Moat around $vrsn business https://x.com/domainnamewire/status/713093280263704576 uniregistry just went down https://x.com/domainnamewire/status/713093280263704576 uniregistry just went down"  
[X Link](https://x.com/xuexishenghuo/status/713118164008230912)  2016-03-24T21:39Z [----] followers, [--] engagements


"$SIG the ratio CFPB complaints to credit portfolio size looks very high. $CONN $RF $ALLY all fair much better"  
[X Link](https://x.com/xuexishenghuo/status/715649118786482176)  2016-03-31T21:17Z [----] followers, [--] engagements


"$intc bought altera out of desperation at a huge price. CFO/CEO should have been canned instead of the 11% workforce"  
[X Link](https://x.com/xuexishenghuo/status/722530261141950466)  2016-04-19T21:00Z [----] followers, [--] engagements


"$RM no new share repo and CEO throws in the towel. the subprime consumer lending business must be booming. $SIG $SYF"  
[X Link](https://x.com/xuexishenghuo/status/743119815854952448)  2016-06-15T16:35Z [----] followers, [--] engagements


"How does $INTC manage to have lower depreciation YoY"  
[X Link](https://x.com/xuexishenghuo/status/755858395735797761)  2016-07-20T20:14Z [----] followers, [--] engagements


"absent of all costs our margin would have been 100% $hbi"  
[X Link](https://x.com/xuexishenghuo/status/760577135102816257)  2016-08-02T20:44Z [----] followers, [--] engagements


"ex-champion Europe $HBI inventory still up 11% yoY while rev down 4%"  
[X Link](https://x.com/xuexishenghuo/status/760579570181500928)  2016-08-02T20:54Z [----] followers, [--] engagements


"historically (FY12 [--] 14) $HBI inventory would decrease from Q1 to Q2. mgmt just lied on call"  
[X Link](https://x.com/xuexishenghuo/status/760579858741202944)  2016-08-02T20:55Z [----] followers, [--] engagements


"2 $HBI insiders including incoming CEO just sold stock on 7/27. no blackout period"  
[X Link](https://x.com/xuexishenghuo/status/760581187521900545)  2016-08-02T21:01Z [----] followers, [--] engagements


"some forensic accountants need to take a look at $HBI tax rate - too perfect"  
[X Link](https://x.com/xuexishenghuo/status/760594991806869508)  2016-08-02T21:55Z [----] followers, [--] engagements


"Now $MTN buys it for $1.4B https://x.com/xuexishenghuo/status/606127865101467648 Brookfield Buying U.K. Center Parcs Resorts From Blackstone http://t.co/LI6LguPkEb Whistler Blackcomb $WB.to should go private https://x.com/xuexishenghuo/status/606127865101467648 Brookfield Buying U.K. Center Parcs Resorts From Blackstone http://t.co/LI6LguPkEb Whistler Blackcomb $WB.to should go private"  
[X Link](https://x.com/xuexishenghuo/status/762624305008111616)  2016-08-08T12:19Z [----] followers, [--] engagements


"@MoatsLikeKodak @WarrenBuffett 1/n NSR did not have presumptive renewal in contract"  
[X Link](https://x.com/xuexishenghuo/status/765724065973796864)  2016-08-17T01:36Z [----] followers, [--] engagements


"DOJ politely says "get your facts straight" to lying Ted. $vrsn"  
[X Link](https://x.com/xuexishenghuo/status/771669236427161600)  2016-09-02T11:20Z [----] followers, [--] engagements


"Did you delete your tweet re: GP delaying price hike $ks $ip $wrk $pkg https://x.com/bergencapital/status/784450006854017024 https://x.com/bergencapital/status/784450006854017024"  
[X Link](https://x.com/xuexishenghuo/status/784905825311662080)  2016-10-08T23:58Z [----] followers, [--] engagements


"Funny now Barron's bull case for $ebay involves a buyout by $BABA - said short BABA because eBay had a lower multiple not that long ago"  
[X Link](https://x.com/xuexishenghuo/status/784933105471815680)  2016-10-09T01:46Z [----] followers, [--] engagements


".@BergenCapital care to clarify your actions assuming you were not spreading rumors to manipulate the market $KS $IP $WRK $PKG https://x.com/xuexishenghuo/status/784905825311662080 Did you delete your tweet re: GP delaying price hike $ks $ip $wrk $pkg https://t.co/nZsUuNBmxe https://x.com/xuexishenghuo/status/784905825311662080 Did you delete your tweet re: GP delaying price hike $ks $ip $wrk $pkg https://t.co/nZsUuNBmxe"  
[X Link](https://x.com/xuexishenghuo/status/785476872209633280)  2016-10-10T13:47Z [----] followers, [--] engagements


"oh well $ilmn https://x.com/xuexishenghuo/status/747828249951076352 When a highly promotional CEO decides to retire at a relatively young age and the stock embeds huge growth assumptions hmmm $ILMN https://x.com/xuexishenghuo/status/747828249951076352 When a highly promotional CEO decides to retire at a relatively young age and the stock embeds huge growth assumptions hmmm $ILMN"  
[X Link](https://x.com/xuexishenghuo/status/785580153984483328)  2016-10-10T20:37Z [----] followers, [--] engagements


"Finally someone from the sellside calls $HBI non-gaap BS https://x.com/cowenresearch/status/786168072298074112 https://x.com/cowenresearch/status/786168072298074112"  
[X Link](https://x.com/xuexishenghuo/status/786172924369788929)  2016-10-12T11:53Z [----] followers, [--] engagements


"hey @Hanes why didn't you disclose the recent GTM deal Doesn't seem it's a small company $HBI"  
[X Link](https://x.com/xuexishenghuo/status/788089427621019648)  2016-10-17T18:48Z [----] followers, [--] engagements


"$UA sounds awfully defensive and working hard to wind down the clock"  
[X Link](https://x.com/xuexishenghuo/status/790905057088856064)  2016-10-25T13:17Z [----] followers, [--] engagements


"Smaller capital keeps getting smaller. $plug $cosi $crox etc"  
[X Link](https://x.com/xuexishenghuo/status/795679170898575364)  2016-11-07T17:27Z [----] followers, [--] engagements


"so $ILMN is going for the related party transaction to boost results. brilliant https://x.com/chrissyfarr/status/804464756706807812 SCOOP: Illumina spinout Grail is seeking to raise $1.7 billion to fund large-scale clinical trial sources https://t.co/zYRLuL8uIE #biotech https://x.com/chrissyfarr/status/804464756706807812 SCOOP: Illumina spinout Grail is seeking to raise $1.7 billion to fund large-scale clinical trial sources https://t.co/zYRLuL8uIE #biotech"  
[X Link](https://x.com/xuexishenghuo/status/807224498990809090)  2016-12-09T14:04Z [----] followers, [--] engagements


"$VRX equity is undervalued because it probably won't go BK in the next [--] years #shittheHCpodsays"  
[X Link](https://x.com/xuexishenghuo/status/872607727981408257)  2017-06-08T00:14Z [----] followers, [--] engagements


"Surf and turf #SundayNight #fintwitcooks"  
[X Link](https://x.com/xuexishenghuo/status/874040781279047681)  2017-06-11T23:08Z [----] followers, [--] engagements


"$amc PR sort of misses the point - How did Wanda fund the amc purchase itself"  
[X Link](https://x.com/xuexishenghuo/status/887308956200259584)  2017-07-18T13:51Z [----] followers, [--] engagements


"@schaudenfraud @BarbarianCap @DonutShorts @Mega_Man_2 Not a strong one. See VRSN recent earnings call. 12min in length"  
[X Link](https://x.com/xuexishenghuo/status/927738592675409920)  2017-11-07T03:24Z [----] followers, [--] engagements


"HC pod wants to buy more $VRX - yes or no reason"  
[X Link](https://x.com/xuexishenghuo/status/932391014970593282)  2017-11-19T23:31Z [----] followers, [--] engagements


"@RichardTip17589 @Investorclimber @RBodinier why sould JNJ buy it"  
[X Link](https://x.com/xuexishenghuo/status/2014504608509419667)  2026-01-23T01:05Z [----] followers, [--] engagements


"@Howsterrr @BrattleStCap @SkeleCap what is the % of small biz fail rate in the first 18m in US"  
[X Link](https://x.com/xuexishenghuo/status/671361831999561728)  2015-11-30T16:15Z [----] followers, [--] engagements


"@Howsterrr @BrattleStCap @SkeleCap TTM GMV in TMall 1033B with 100k sellers vs Taobao 1740B with 8m sellers"  
[X Link](https://x.com/xuexishenghuo/status/671362309416222720)  2015-11-30T16:17Z [----] followers, [--] engagements


"@AcesAndFaults @SSCapital13 @IntrinsicInv 696HK better than other GDSs"  
[X Link](https://x.com/xuexishenghuo/status/805780671155335169)  2016-12-05T14:27Z [----] followers, [--] engagements


"@BarbarianCap im old enough to remember when Mary touted GM profit from China JV"  
[X Link](https://x.com/xuexishenghuo/status/2016325847565635740)  2026-01-28T01:41Z [----] followers, [---] engagements


"can someone educate me on the difference between $CSU.to and $VRX"  
[X Link](https://x.com/anyuser/status/2016346311776244219)  2026-01-28T03:03Z [----] followers, [----] engagements


"I remember way back then sequoia fund also had a large stake in $VRX"  
[X Link](https://x.com/xuexishenghuo/status/2016570040653328615)  2026-01-28T17:52Z [----] followers, [---] engagements


"@tradingenaction @seb_tarte Interesting"  
[X Link](https://x.com/xuexishenghuo/status/2016594556049924590)  2026-01-28T19:29Z [----] followers, [---] engagements


"@upnorthvalue $CSU.to true leverage has been creeping up"  
[X Link](https://x.com/xuexishenghuo/status/2016615950355697829)  2026-01-28T20:54Z [----] followers, [---] engagements


"would you be willing to pay 300% NAV for a closed end fundasking for a friend"  
[X Link](https://x.com/xuexishenghuo/status/2016899803917979772)  2026-01-29T15:42Z [----] followers, [---] engagements


"Especially now theres a different fund manager at the helm $CSU.to"  
[X Link](https://x.com/xuexishenghuo/status/2016904080421994855)  2026-01-29T15:59Z [----] followers, [---] engagements


"$VRX remember Mike Pearson left the company for health issues"  
[X Link](https://x.com/xuexishenghuo/status/2016905600651698511)  2026-01-29T16:05Z [----] followers, [---] engagements


"And they used to say specially drugs were sticky businesses and you can hike price to maintain organic growth $VRX"  
[X Link](https://x.com/xuexishenghuo/status/2016906013182468235)  2026-01-29T16:07Z [----] followers, [---] engagements


"And they say amortization is non-cash and it didnt matter. Look here at our cash earnings $VRX"  
[X Link](https://x.com/xuexishenghuo/status/2016906228232749213)  2026-01-29T16:08Z [----] followers, [---] engagements


"And of course Pearson gutted R&D of the acquired companies to increase margins. Excellent managerial skill and discipline they said $VRX"  
[X Link](https://x.com/xuexishenghuo/status/2016906841054216349)  2026-01-29T16:10Z [----] followers, [---] engagements


"Our products are monopolistic and we dont need to waste shareholder money on research because the return is uncertain. We prefer to deploy capital to buy ROI that we know exceeds our WACC. Great capital allocation they said $VRX"  
[X Link](https://x.com/anyuser/status/2016908850851422404)  2026-01-29T16:18Z [----] followers, [---] engagements


"Now fast forward to [----] can anyone help me with the narratives on $CSU.TO"  
[X Link](https://x.com/anyuser/status/2016909253198372992)  2026-01-29T16:20Z [----] followers, [---] engagements


"Supposedly great investors such as bill ackman and sequoia made concentrated bets on the outsider compounding machine that was $VRX back then"  
[X Link](https://x.com/xuexishenghuo/status/2016928341387850236)  2026-01-29T17:36Z [----] followers, [---] engagements


"AKRE looks particularly terrible with a basket of tired compounders. Fund nav is down 7% YTD in [----] following an abysmal 2025"  
[X Link](https://x.com/xuexishenghuo/status/2016929414924132718)  2026-01-29T17:40Z [----] followers, [---] engagements


"3/5yr AKRE underperforming SPX while charging high fees. Not sure how patient the investor base will continue to be. In fact the fund has been experiencing $300+m per month outflows each month since the ETF conversion"  
[X Link](https://x.com/xuexishenghuo/status/2016930192921399598)  2026-01-29T17:43Z [----] followers, [---] engagements


"And AKRE is a top shareholder of $CSU.TO owning 3% shares outstanding. This could easily become a fire-in-theater problem"  
[X Link](https://x.com/xuexishenghuo/status/2016930679896826224)  2026-01-29T17:45Z [----] followers, [---] engagements


"many lazy investors simply said $VRX was a growth stock with ample cashflow to deploy. yet when that growth was bought the FCFA2S is really maintenance capex without whichyou have a zero organic growth business propped up with price hikes"  
[X Link](https://x.com/xuexishenghuo/status/2016960543169388768)  2026-01-29T19:44Z [----] followers, [---] engagements


"Customer stickiness can be measured to some extent by how they put up with your price hikes. However at some point the value proposition becomes so poor that customers are held hostage by obsolete technology (or off patent drugs). Cant fool all the payers all the time $VRX"  
[X Link](https://x.com/xuexishenghuo/status/2016962276826161194)  2026-01-29T19:50Z [----] followers, [---] engagements


"The problem with rollups is they eventually run out of attractive targets that moves the needle. People with sharp pencils are never in short supply and sellers are going to demand better prices when they know you have to continue to buy bigger deals to perpetuate your story $vrx"  
[X Link](https://x.com/xuexishenghuo/status/2016963065502216320)  2026-01-29T19:54Z [----] followers, [---] engagements


"$VRX ended up buying Salix which was a fraud by itself. Also bunch of other turds such as dendreon"  
[X Link](https://x.com/xuexishenghuo/status/2016963494529147238)  2026-01-29T19:55Z [----] followers, [---] engagements


"What did $CSU buy recently Altera"  
[X Link](https://x.com/xuexishenghuo/status/2016963657855336689)  2026-01-29T19:56Z [----] followers, [---] engagements


"@g_b_fidanza How do we know $CSU price vs volume contribution to organic growth"  
[X Link](https://x.com/xuexishenghuo/status/2016965051794571338)  2026-01-29T20:01Z [----] followers, [---] engagements


"I remember altera business under $MDRX used to be pummeled by EPIC Cerner etc. by gutting the business and expanding margin at the expense of faster revenue decline is not creating value just pulling forward the melting ice cube"  
[X Link](https://x.com/anyuser/status/2016966831278260445)  2026-01-29T20:09Z [----] followers, [---] engagements


"@g_b_fidanza Yes $VRX was taking exorbitant amount of pricing. With $CSU.TO even if they are only taking 3% pricing it would still suggest negative volume growth on average not to mention that would completely contradict the moat narrative held by fans considering the inflation last 10yrs"  
[X Link](https://x.com/xuexishenghuo/status/2016972107956015529)  2026-01-29T20:29Z [----] followers, [---] engagements


"@ShitFund AKRE AUM is only half of what it was [--] yrs ago and the outflow has accelerated recently. charging 1% for lazy underperforming beta with an imploding portfolio is a winning recipe for sure"  
[X Link](https://x.com/xuexishenghuo/status/2017049388653158573)  2026-01-30T01:37Z [----] followers, [---] engagements


"@ShitFund AKRE ETF down a whopping 9% in Jan while SPY up 1.5% - why are people paying 1% fee for a tired compounding bro portfolio to underperform terribly YTD 1/3/5/10 years of poor performance"  
[X Link](https://x.com/anyuser/status/2017404989174378761)  2026-01-31T01:10Z [----] followers, [---] engagements


"@blankspacenom @PythiaR Both abcam and aldevron purchases are moronic vastly overestimated the growth potential $DHR"  
[X Link](https://x.com/xuexishenghuo/status/2017409862104121660)  2026-01-31T01:29Z [----] followers, [--] engagements


"No wonder Mary hates EV. The massive repurchases in recent years probably will serve her well as she is getting ready to retire and dump all her RSUs $GM Canadas Move to Import Cheap Chinese EVs Is Slippery Slope GM CEO SaysThousands of electric vehicles from Chinese automakers can enter Canada this year at new low tariff rate @sharonterlep @ryanfelton https://t.co/Nsg5mHziws https://t.co/Nsg5mHziws Canadas Move to Import Cheap Chinese EVs Is Slippery Slope GM CEO SaysThousands of electric vehicles from Chinese automakers can enter Canada this year at new low tariff rate @sharonterlep"  
[X Link](https://x.com/anyuser/status/2017425875029877163)  2026-01-31T02:33Z [----] followers, [---] engagements


"many say $CSU acquisitions are not shitcos - please ask someone who understands account about bargain purchase gains"  
[X Link](https://x.com/anyuser/status/2018011433816965415)  2026-02-01T17:19Z [----] followers, [---] engagements


"@ShitFund 3G has the best culture ever - uncle Warren said before walking into the $KHC pit"  
[X Link](https://x.com/xuexishenghuo/status/2018510395443650849)  2026-02-03T02:22Z [----] followers, [---] engagements


"All these SpaceX and xAI merger talks remind me of something Charlie Munger used to say about raisins"  
[X Link](https://x.com/anyuser/status/2018541804447207925)  2026-02-03T04:27Z [----] followers, [---] engagements


"@17thStCap i could never understand why companies pay for their services $IT"  
[X Link](https://x.com/xuexishenghuo/status/2018683231126606026)  2026-02-03T13:49Z [----] followers, [---] engagements


"@17thStCap @SpaceWalk0 I heard smart techies all went to work for $CSU.to"  
[X Link](https://x.com/xuexishenghuo/status/2018701297805906135)  2026-02-03T15:01Z [----] followers, [---] engagements


"@thecashman22 Then it probably is a short to death situation"  
[X Link](https://x.com/xuexishenghuo/status/2018727504035356937)  2026-02-03T16:45Z [----] followers, [--] engagements


"@3747S_14458E @jschembs for someone who claims to be a China expert to pitch 0322.hk as a long makes you wonder"  
[X Link](https://x.com/xuexishenghuo/status/748011523746988032)  2016-06-29T04:33Z [----] followers, [--] engagements


"this is the favorite argument with Chinese characteristics #wanda cc: @WallStCynic"  
[X Link](https://x.com/xuexishenghuo/status/887688620974460932)  2017-07-19T15:00Z [----] followers, [--] engagements


"@WallStCynic 1378.hk 2698.hk"  
[X Link](https://x.com/xuexishenghuo/status/887690022681538564)  2017-07-19T15:06Z [----] followers, [--] engagements


"@tmcmill81 @ValueMule @Michael54285625 aren't they all use 3rd parties such as 2313.HK why such big lead time difference"  
[X Link](https://x.com/xuexishenghuo/status/940430165951303681)  2017-12-12T03:56Z [----] followers, [--] engagements


"Lots of wide moat shitcos getting clobbered this morning. @BagholderQuotes must be busy"  
[X Link](https://x.com/anyuser/status/2018719005511463127)  2026-02-03T16:11Z [----] followers, [---] engagements


"All these SpaceX and xAI merger talks remind me of something Charlie Munger used to say about raisins"  
[X Link](https://x.com/anyuser/status/2018541804447207925)  2026-02-03T04:27Z [----] followers, [---] engagements


"can someone educate me on the difference between $CSU.to and $VRX"  
[X Link](https://x.com/anyuser/status/2016346311776244219)  2026-01-28T03:03Z [----] followers, [----] engagements


"many say $CSU acquisitions are not shitcos - please ask someone who understands account about bargain purchase gains"  
[X Link](https://x.com/anyuser/status/2018011433816965415)  2026-02-01T17:19Z [----] followers, [---] engagements


"No wonder Mary hates EV. The massive repurchases in recent years probably will serve her well as she is getting ready to retire and dump all her RSUs $GM Canadas Move to Import Cheap Chinese EVs Is Slippery Slope GM CEO SaysThousands of electric vehicles from Chinese automakers can enter Canada this year at new low tariff rate @sharonterlep @ryanfelton https://t.co/Nsg5mHziws https://t.co/Nsg5mHziws Canadas Move to Import Cheap Chinese EVs Is Slippery Slope GM CEO SaysThousands of electric vehicles from Chinese automakers can enter Canada this year at new low tariff rate @sharonterlep"  
[X Link](https://x.com/anyuser/status/2017425875029877163)  2026-01-31T02:33Z [----] followers, [---] engagements


"Canadas Move to Import Cheap Chinese EVs Is Slippery Slope GM CEO SaysThousands of electric vehicles from Chinese automakers can enter Canada this year at new low tariff rate @sharonterlep @ryanfelton https://www.wsj.com/business/autos/canadas-move-to-import-cheap-chinese-evs-is-slippery-slope-gm-ceo-says-a84fe1f5 https://www.wsj.com/business/autos/canadas-move-to-import-cheap-chinese-evs-is-slippery-slope-gm-ceo-says-a84fe1f5"  
[X Link](https://x.com/anyuser/status/2017410251298164808)  2026-01-31T01:31Z 89.8K followers, 132.2K engagements


"@ShitFund AKRE ETF down a whopping 9% in Jan while SPY up 1.5% - why are people paying 1% fee for a tired compounding bro portfolio to underperform terribly YTD 1/3/5/10 years of poor performance"  
[X Link](https://x.com/anyuser/status/2017404989174378761)  2026-01-31T01:10Z [----] followers, [---] engagements


"I remember altera business under $MDRX used to be pummeled by EPIC Cerner etc. by gutting the business and expanding margin at the expense of faster revenue decline is not creating value just pulling forward the melting ice cube"  
[X Link](https://x.com/anyuser/status/2016966831278260445)  2026-01-29T20:09Z [----] followers, [---] engagements


"Hardly fits the Lindy narrative. No reason to think all of a sudden this cash flow is worth triple the multiple before especially if the tenor shortens. Financial engineering does not create value"  
[X Link](https://x.com/anyuser/status/2016967786925326671)  2026-01-29T20:12Z [----] followers, [---] engagements


"Our products are monopolistic and we dont need to waste shareholder money on research because the return is uncertain. We prefer to deploy capital to buy ROI that we know exceeds our WACC. Great capital allocation they said $VRX"  
[X Link](https://x.com/anyuser/status/2016908850851422404)  2026-01-29T16:18Z [----] followers, [---] engagements


"Now fast forward to [----] can anyone help me with the narratives on $CSU.TO"  
[X Link](https://x.com/anyuser/status/2016909253198372992)  2026-01-29T16:20Z [----] followers, [---] engagements

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