[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.] [@vanckzhu](/creator/twitter/vanckzhu) "@chrisvirnig @stoked_on_waves Thats millions of good reasons"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1947421379802116369) 2025-07-21 22:20:12 UTC 3940 followers, XX engagements "@stoked_on_waves Joined you with a v small position $bhf. Not sure whats going on but pref action is interesting"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1947660745291821456) 2025-07-22 14:11:22 UTC 3940 followers, XXX engagements "$CRM on a proprietary data plus AI thesis is interesting"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1945834635558002742) 2025-07-17 13:15:03 UTC 3943 followers, 1136 engagements "@Ron284Ron Hey @grok what percentage of banks saw sequential NIM expansion in 2Q:25"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1948068848516603950) 2025-07-23 17:13:01 UTC 3939 followers, XXX engagements "@compoundpapi Oh believe me Blackberry needed an overhaul 😂. But yes yours is objectively much more of a shitco"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1947831328088723754) 2025-07-23 01:29:12 UTC 3940 followers, XXX engagements "Sized both $tmo and $dhr as shits and giggles positions unfort 🚀"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1948013514905600281) 2025-07-23 13:33:08 UTC 3939 followers, XXX engagements "The case for US natgas. My current horses are $bsm $exce and $ectm (though the last one is a declining asset with no new wells drilled in over a decade)"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1578724991675535361) 2022-10-08 12:32:23 UTC 3943 followers, XX engagements "@shortbus_ace Hey @grok when are midterms again"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1947806959144718751) 2025-07-22 23:52:22 UTC 3941 followers, XXX engagements "@DarkfireCapital I mean youre doing better than my misadventure with $svin Just gotta NVR your portfolio. Land doesnt yield much bc its too safe"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1943886520274088353) 2025-07-12 04:13:56 UTC 3940 followers, XXX engagements "@Ron284Ron Somehow caught a favorite on my tweet. Feel compelled to say 1.7x book for any bank isnt an obvious buy though maybe with a XX% ROE can go to 2x Think at this level should look at $fcnca or $fcncb instead slight premium to book and excellent historical capital allocation"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1943424676543201286) 2025-07-10 21:38:44 UTC 3944 followers, XXX engagements "All out of $ectm. IRR is somewhere between 100-200% MOIC 4-9x (lol). Thought I had a ten bagger but elected to defer selling the last half of the position to 2023 due to taxes and natgas prices didnt cooperate. Onwards"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1618630473470849024) 2023-01-26 15:22:32 UTC 3943 followers, XX engagements "@compoundpapi Rite of passage mine was BlackBerry"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1947830603346272531) 2025-07-23 01:26:19 UTC 3940 followers, XXX engagements "Dumped the Googl bought a few shares $dhr at $XXX. Fun with numbers XXX sounds like get wealthy wealthy in Chinese"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1947676849968189482) 2025-07-22 15:15:21 UTC 3939 followers, XXX engagements "Was really just reading $fast for color on industrials world. But man what a beast of a company"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1945297976743600472) 2025-07-16 01:42:34 UTC 3939 followers, XXX engagements "Ive got some $ath.to. Its a lot easier to model vs shale producers"  [@vanckzhu](/creator/x/vanckzhu) on [X](/post/tweet/1945709682972115304) 2025-07-17 04:58:32 UTC 3943 followers, 1697 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.]
@vanckzhu
"@chrisvirnig @stoked_on_waves Thats millions of good reasons" @vanckzhu on X 2025-07-21 22:20:12 UTC 3940 followers, XX engagements
"@stoked_on_waves Joined you with a v small position $bhf. Not sure whats going on but pref action is interesting" @vanckzhu on X 2025-07-22 14:11:22 UTC 3940 followers, XXX engagements
"$CRM on a proprietary data plus AI thesis is interesting" @vanckzhu on X 2025-07-17 13:15:03 UTC 3943 followers, 1136 engagements
"@Ron284Ron Hey @grok what percentage of banks saw sequential NIM expansion in 2Q:25" @vanckzhu on X 2025-07-23 17:13:01 UTC 3939 followers, XXX engagements
"@compoundpapi Oh believe me Blackberry needed an overhaul 😂. But yes yours is objectively much more of a shitco" @vanckzhu on X 2025-07-23 01:29:12 UTC 3940 followers, XXX engagements
"Sized both $tmo and $dhr as shits and giggles positions unfort 🚀" @vanckzhu on X 2025-07-23 13:33:08 UTC 3939 followers, XXX engagements
"The case for US natgas. My current horses are $bsm $exce and $ectm (though the last one is a declining asset with no new wells drilled in over a decade)" @vanckzhu on X 2022-10-08 12:32:23 UTC 3943 followers, XX engagements
"@shortbus_ace Hey @grok when are midterms again" @vanckzhu on X 2025-07-22 23:52:22 UTC 3941 followers, XXX engagements
"@DarkfireCapital I mean youre doing better than my misadventure with $svin Just gotta NVR your portfolio. Land doesnt yield much bc its too safe" @vanckzhu on X 2025-07-12 04:13:56 UTC 3940 followers, XXX engagements
"@Ron284Ron Somehow caught a favorite on my tweet. Feel compelled to say 1.7x book for any bank isnt an obvious buy though maybe with a XX% ROE can go to 2x Think at this level should look at $fcnca or $fcncb instead slight premium to book and excellent historical capital allocation" @vanckzhu on X 2025-07-10 21:38:44 UTC 3944 followers, XXX engagements
"All out of $ectm. IRR is somewhere between 100-200% MOIC 4-9x (lol). Thought I had a ten bagger but elected to defer selling the last half of the position to 2023 due to taxes and natgas prices didnt cooperate. Onwards" @vanckzhu on X 2023-01-26 15:22:32 UTC 3943 followers, XX engagements
"@compoundpapi Rite of passage mine was BlackBerry" @vanckzhu on X 2025-07-23 01:26:19 UTC 3940 followers, XXX engagements
"Dumped the Googl bought a few shares $dhr at $XXX. Fun with numbers XXX sounds like get wealthy wealthy in Chinese" @vanckzhu on X 2025-07-22 15:15:21 UTC 3939 followers, XXX engagements
"Was really just reading $fast for color on industrials world. But man what a beast of a company" @vanckzhu on X 2025-07-16 01:42:34 UTC 3939 followers, XXX engagements
"Ive got some $ath.to. Its a lot easier to model vs shale producers" @vanckzhu on X 2025-07-17 04:58:32 UTC 3943 followers, 1697 engagements
/creator/twitter::114883525/posts