[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@MarkSauer18](/creator/twitter/MarkSauer18) "$RLI is trying to buck the trend here But we probably need some solid earnings before it will push to new all time highs" [X Link](https://x.com/MarkSauer18/status/1975646897730945483) [@MarkSauer18](/creator/x/MarkSauer18) 2025-10-07T19:38Z XXX followers, XXX engagements "$BKNG Booking Holdings seems to be fairly valued here. Buying shares like crazy and growing FCF at a decent clip of XX% a year. Although with so many government employees furloughed right now I worry about discretionary spending - the longer this drags on" [X Link](https://x.com/MarkSauer18/status/1978125813972078897) [@MarkSauer18](/creator/x/MarkSauer18) 2025-10-14T15:48Z XXX followers, XX engagements "If no one wants to keep dollars and they must buy something - anything - gold silver stocks food gas iphones cars. This creates a lot of liquidity. Kinda the classic high inflation scenario. Is inflation that really that bad though" [X Link](https://x.com/MarkSauer18/status/1978847793981571429) [@MarkSauer18](/creator/x/MarkSauer18) 2025-10-16T15:37Z XXX followers, XX engagements "@ddash_ca $CASY seems like the better play now with a similar business model but smaller so easier to move the needle. But I still hold $ATD.TO as well" [X Link](https://x.com/MarkSauer18/status/1975212863980753361) [@MarkSauer18](/creator/x/MarkSauer18) 2025-10-06T14:53Z XXX followers, XXX engagements "Wow Amazon Grocery ships a gallon of fresh X% milk to your door in parts of the USA with no delivery fee for $XXXX USD. I paid $XXXX Canadian last time I picked one up here or about $XXXX USD. If Amazon Grocery comes here could be a threat to $L.TO $MRU.TO and $EMPa.TO" [X Link](https://x.com/MarkSauer18/status/1978098427209666582) [@MarkSauer18](/creator/x/MarkSauer18) 2025-10-14T13:59Z XXX followers, XX engagements "According to Professor Hanke we still have a long way to go in this current gold bull market" [X Link](https://x.com/MarkSauer18/status/1978911899015098457) [@MarkSauer18](/creator/x/MarkSauer18) 2025-10-16T19:52Z XXX followers, XX engagements "Of all my stocks W.R Berkley Corp $WRB is my biggest winner on the rate cut Who would have expected that 😂" [X Link](https://x.com/MarkSauer18/status/1968377451316416944) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-17T18:12Z XXX followers, XXX engagements "Could a bank decide to rely less on $GIB.A Perhaps. But not yet. I don't know what will cause these companies to come out of the "dog house". But with the AI tools advancing one has to massively discount the future earnings for these companies as they are so uncertain. -" [X Link](https://x.com/MarkSauer18/status/1972327844169891979) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-28T15:49Z XXX followers, XX engagements "Will be interesting to see how it plays out I guess. Plus $GIB.A is buying back a lot of shares. So if the market sentiment does change those that held on will have a much bigger share of the company. -" [X Link](https://x.com/MarkSauer18/status/1972327847391043926) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-28T15:49Z XXX followers, XXX engagements "$TIH.TO Toromont earnings don't seem that great to me. Will be interesting to see what the market does. They beat expectations but they show declines in EPS and only X% revenue growth. Still hard to bet against these guys and a Canada that wants to build big new projects" [X Link](https://x.com/MarkSauer18/status/1950314158492438712) [@MarkSauer18](/creator/x/MarkSauer18) 2025-07-29T21:55Z XXX followers, XXX engagements "Happy I picked up shares of $CASY back on Aug XX. Not a bad little move in a couple weeks :)" [X Link](https://x.com/MarkSauer18/status/1966182574881206599) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-11T16:50Z XXX followers, XXX engagements "I wonder if $TPL will start doing buybacks on this selloff" [X Link](https://x.com/MarkSauer18/status/1969103496633839905) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-19T18:17Z XXX followers, XXX engagements "Discounted FCF model for $CSU.TO. The current price has baked in about XX% growth in the next X years XX% in the following X - using a XX% discount rate. Considering they've been running at XX% growth in the last X years today's price seems more than reasonable" [X Link](https://x.com/MarkSauer18/status/1971604739591995629) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-26T15:56Z XXX followers, 2105 engagements "The AI uncertainty around companies like $GIB.A $CSU.TO and many others is certainly an interesting thing. I mean AI is advancing and it is getting better in an area that provides these companies with their moat. And even if today AI coding tools can't -" [X Link](https://x.com/MarkSauer18/status/1972327837752541472) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-28T15:49Z XXX followers, XXX engagements "I suppose if eventually we discover we get to a point where AI coding tools have plateaued and we realize that yeah it really is worth hiring a $GIB.A even with the AI tools out there. Plus AI used by $GIB.A or $CSU.TO could lower development costs. -" [X Link](https://x.com/MarkSauer18/status/1972327845776216228) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-28T15:49Z XXX followers, XXX engagements "Nice to see some insider trades at $CSU.TO after the Mark Leonard news including $X million by the new CEO Mark Miller:" [X Link](https://x.com/MarkSauer18/status/1972394832556642560) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-28T20:15Z XXX followers, XXX engagements "I guess the market likes $ATD.TO's earnings" [X Link](https://x.com/MarkSauer18/status/1963266148197183513) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-03T15:41Z XXX followers, XXX engagements "The ultimate Canadian forever portfolio Yellow line assumes rebalancing green is with no rebalancing. Blue is the tsx composite - all total returns. The ultimate portfolio has no annual negative returns in XX years. Companies with less history were added as they IPO. -" [X Link](https://x.com/MarkSauer18/status/1971969963280986345) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-27T16:07Z XXX followers, XXX engagements "Tickers; $MRU.TO $L.TO $ATD.TO $DOL.TO $IFC.TO $CSU.TO $GIBa.TO $FNV.TO $WPM.TO $STN.TO $WCN.TO $FFH.TO. -" [X Link](https://x.com/MarkSauer18/status/1971969966070272307) [@MarkSauer18](/creator/x/MarkSauer18) 2025-09-27T16:07Z XXX followers, XXX engagements "I remember when Steve Sjuggerud was talking about $MELI stock back in 2018 when it was trading around $XXX a share and I thought it was overvalued and a crazy idea. But now it is trading at $2025 and using discounted FCF analysis it looks undervalued. Analysts seem to agree" [X Link](https://x.com/MarkSauer18/status/1979292480966398298) [@MarkSauer18](/creator/x/MarkSauer18) 2025-10-17T21:04Z XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MarkSauer18
"$RLI is trying to buck the trend here But we probably need some solid earnings before it will push to new all time highs"
X Link @MarkSauer18 2025-10-07T19:38Z XXX followers, XXX engagements
"$BKNG Booking Holdings seems to be fairly valued here. Buying shares like crazy and growing FCF at a decent clip of XX% a year. Although with so many government employees furloughed right now I worry about discretionary spending - the longer this drags on"
X Link @MarkSauer18 2025-10-14T15:48Z XXX followers, XX engagements
"If no one wants to keep dollars and they must buy something - anything - gold silver stocks food gas iphones cars. This creates a lot of liquidity. Kinda the classic high inflation scenario. Is inflation that really that bad though"
X Link @MarkSauer18 2025-10-16T15:37Z XXX followers, XX engagements
"@ddash_ca $CASY seems like the better play now with a similar business model but smaller so easier to move the needle. But I still hold $ATD.TO as well"
X Link @MarkSauer18 2025-10-06T14:53Z XXX followers, XXX engagements
"Wow Amazon Grocery ships a gallon of fresh X% milk to your door in parts of the USA with no delivery fee for $XXXX USD. I paid $XXXX Canadian last time I picked one up here or about $XXXX USD. If Amazon Grocery comes here could be a threat to $L.TO $MRU.TO and $EMPa.TO"
X Link @MarkSauer18 2025-10-14T13:59Z XXX followers, XX engagements
"According to Professor Hanke we still have a long way to go in this current gold bull market"
X Link @MarkSauer18 2025-10-16T19:52Z XXX followers, XX engagements
"Of all my stocks W.R Berkley Corp $WRB is my biggest winner on the rate cut Who would have expected that 😂"
X Link @MarkSauer18 2025-09-17T18:12Z XXX followers, XXX engagements
"Could a bank decide to rely less on $GIB.A Perhaps. But not yet. I don't know what will cause these companies to come out of the "dog house". But with the AI tools advancing one has to massively discount the future earnings for these companies as they are so uncertain. -"
X Link @MarkSauer18 2025-09-28T15:49Z XXX followers, XX engagements
"Will be interesting to see how it plays out I guess. Plus $GIB.A is buying back a lot of shares. So if the market sentiment does change those that held on will have a much bigger share of the company. -"
X Link @MarkSauer18 2025-09-28T15:49Z XXX followers, XXX engagements
"$TIH.TO Toromont earnings don't seem that great to me. Will be interesting to see what the market does. They beat expectations but they show declines in EPS and only X% revenue growth. Still hard to bet against these guys and a Canada that wants to build big new projects"
X Link @MarkSauer18 2025-07-29T21:55Z XXX followers, XXX engagements
"Happy I picked up shares of $CASY back on Aug XX. Not a bad little move in a couple weeks :)"
X Link @MarkSauer18 2025-09-11T16:50Z XXX followers, XXX engagements
"I wonder if $TPL will start doing buybacks on this selloff"
X Link @MarkSauer18 2025-09-19T18:17Z XXX followers, XXX engagements
"Discounted FCF model for $CSU.TO. The current price has baked in about XX% growth in the next X years XX% in the following X - using a XX% discount rate. Considering they've been running at XX% growth in the last X years today's price seems more than reasonable"
X Link @MarkSauer18 2025-09-26T15:56Z XXX followers, 2105 engagements
"The AI uncertainty around companies like $GIB.A $CSU.TO and many others is certainly an interesting thing. I mean AI is advancing and it is getting better in an area that provides these companies with their moat. And even if today AI coding tools can't -"
X Link @MarkSauer18 2025-09-28T15:49Z XXX followers, XXX engagements
"I suppose if eventually we discover we get to a point where AI coding tools have plateaued and we realize that yeah it really is worth hiring a $GIB.A even with the AI tools out there. Plus AI used by $GIB.A or $CSU.TO could lower development costs. -"
X Link @MarkSauer18 2025-09-28T15:49Z XXX followers, XXX engagements
"Nice to see some insider trades at $CSU.TO after the Mark Leonard news including $X million by the new CEO Mark Miller:"
X Link @MarkSauer18 2025-09-28T20:15Z XXX followers, XXX engagements
"I guess the market likes $ATD.TO's earnings"
X Link @MarkSauer18 2025-09-03T15:41Z XXX followers, XXX engagements
"The ultimate Canadian forever portfolio Yellow line assumes rebalancing green is with no rebalancing. Blue is the tsx composite - all total returns. The ultimate portfolio has no annual negative returns in XX years. Companies with less history were added as they IPO. -"
X Link @MarkSauer18 2025-09-27T16:07Z XXX followers, XXX engagements
"Tickers; $MRU.TO $L.TO $ATD.TO $DOL.TO $IFC.TO $CSU.TO $GIBa.TO $FNV.TO $WPM.TO $STN.TO $WCN.TO $FFH.TO. -"
X Link @MarkSauer18 2025-09-27T16:07Z XXX followers, XXX engagements
"I remember when Steve Sjuggerud was talking about $MELI stock back in 2018 when it was trading around $XXX a share and I thought it was overvalued and a crazy idea. But now it is trading at $2025 and using discounted FCF analysis it looks undervalued. Analysts seem to agree"
X Link @MarkSauer18 2025-10-17T21:04Z XXX followers, XXX engagements
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