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[@vanckzhu](/creator/twitter/vanckzhu)
"@chrisvirnig @stoked_on_waves Thats millions of good reasons"  
![@vanckzhu Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::114883525.png) [@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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @vanckzhu on X 2022-10-08 12:32:23 UTC 3943 followers, XX engagements

"@shortbus_ace Hey @grok when are midterms again"
@vanckzhu Avatar @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 Avatar @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 Avatar @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 Avatar @vanckzhu on X 2023-01-26 15:22:32 UTC 3943 followers, XX engagements

"@compoundpapi Rite of passage mine was BlackBerry"
@vanckzhu Avatar @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 Avatar @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 Avatar @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 Avatar @vanckzhu on X 2025-07-17 04:58:32 UTC 3943 followers, 1697 engagements

creator/twitter::114883525/posts
/creator/twitter::114883525/posts