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[@ErnestWongBWM](/creator/twitter/ErnestWongBWM)
"If you believed and understood what Mark Leonard was building at $CSU.TO then this should be a buying opportunity for you"  
[X Link](https://x.com/ErnestWongBWM/status/1971206140253098212) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-09-25T13:32Z 8891 followers, 59K engagements


"Not sure why everyone keeps asking $CSU.TO about buybacks. why would you want them to buyback stock at a 3-4% FCF yield when they do M&A at 25-30% returns"  
[X Link](https://x.com/ErnestWongBWM/status/1973463499989983715) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-01T19:02Z 8891 followers, 31.5K engagements


"Not an investment thesis but $WISE.L has been utterly transformative for my travel to Europe"  
[X Link](https://x.com/ErnestWongBWM/status/1957853265174913112) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-08-19T17:12Z 8891 followers, 10K engagements


"Note this is initiated by Oaktree shareholders (Marks Karsh etc.) who owned a put. As recently as 2022 $BAM was not expecting them to exercise it"  
[X Link](https://x.com/ErnestWongBWM/status/1977812130318737823) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-13T19:02Z 8891 followers, 91K engagements


"Hard not to conclude after studying consumer staples companies that you should just own $COST"  
[X Link](https://x.com/ErnestWongBWM/status/1978537616808014178) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-15T19:05Z 8891 followers, 7747 engagements


"Upon completion of the NEBC infrastructure buildout $TOU.TO expects $2.5b-$3b of annual FCF at flat price deck for "literally decades given we control the largest future drilling inventory in North America""  
[X Link](https://x.com/ErnestWongBWM/status/1957789021079322669) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-08-19T12:57Z 8892 followers, 19.4K engagements


"$DPZ management are excellent operators. Just flawless execution on marketing promos loyalty program revamp pricing new products (stuffed crust) etc. over the last two years"  
[X Link](https://x.com/ErnestWongBWM/status/1978500048104075606) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-15T16:35Z 8891 followers, 1473 engagements


""Costco of World Energy". I like it $CNQ"  
[X Link](https://x.com/ErnestWongBWM/status/1978592642830111219) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-15T22:43Z 8891 followers, 20.7K engagements


"$TSM saying several times that they talked to their "customer's customers" to gauge true end market demand and plan for capacity accordingly and "the numbers are insane""  
[X Link](https://x.com/ErnestWongBWM/status/1978828914647552038) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-16T14:22Z 8891 followers, 25.1K engagements


"Meeting the 🐐 $tou.to"  
[X Link](https://x.com/ErnestWongBWM/status/1877039069512765858) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-01-08T17:06Z 8891 followers, 19.2K engagements


"Is it a 🚩 if a company issues a press release that the CEO purchased some stock"  
[X Link](https://x.com/ErnestWongBWM/status/1962369887227056252) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-09-01T04:20Z 8891 followers, 11.8K engagements


"@taobanker @StateSlacker $MTN is the embodiment of the Yogi Berra quote that "nobody goes there anymore it's too crowded""  
[X Link](https://x.com/ErnestWongBWM/status/1978863429034111036) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-16T16:39Z 8891 followers, XX engagements


"$CPRT's approach to M&A: "Is the investment on a standalone basis itself compelling Meaning if Leah (the CFO) and I were sitting in the room would we be willing to write our own personal checks in support of the investment""  
[X Link](https://x.com/ErnestWongBWM/status/1963966251320901847) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-09-05T14:03Z 8888 followers, 4547 engagements


"3 years ago fintwit would have been all over the new John Malone book"  
[X Link](https://x.com/ErnestWongBWM/status/1965141382311657791) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-09-08T19:53Z 8887 followers, 9752 engagements


"Consistent theme from $RACE's investor day that the plan is to preserve exclusivity. Market doesn't like the weaker targets through 2030 but absolutely the right thing to do for the long-run"  
[X Link](https://x.com/ErnestWongBWM/status/1976337213119230190) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-09T17:21Z 8891 followers, 2184 engagements


"$RACE's expectation of "limited" EV deliveries through 2030 + favorable dynamics for EVs in China implies extremely limited EV deliveries in Western markets. Long story short people don't want a Ferrari EV"  
[X Link](https://x.com/ErnestWongBWM/status/1976361593991725415) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-09T18:58Z 8887 followers, 4409 engagements


"$NA.TO's proposals to fix the Canadian economy"  
[X Link](https://x.com/ErnestWongBWM/status/1895311519430451336) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-02-28T03:14Z 8892 followers, 8117 engagements


"What a trade by Lee Cooperman: bought 2.8m shares of $COOP at average cost of $XXXXX in 2023 (his largest position). today getting taken out at $XXX per share by $RKT"  
[X Link](https://x.com/ErnestWongBWM/status/1906699797983084676) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-03-31T13:27Z 8892 followers, 42K engagements


"New episode of the Long Term Investing Podcast with @BarrySchwartzBW - Our views on owning gold and alternatives - Evaluating AI within non-tech industries - $ATD.TO's earnings"  
[X Link](https://x.com/ErnestWongBWM/status/1941142058812735603) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-07-04T14:28Z 8893 followers, 5156 engagements


"Why is it so hard for consumer staples companies to incubate new brands successfully For e.g. why did Pepsi have to acquire Poppi rather than create their own prebiotic soda to flow through their distribution"  
[X Link](https://x.com/ErnestWongBWM/status/1945114494742466920) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-07-15T13:33Z 8892 followers, 8909 engagements


"I think the market got it wrong here but I'll take it"  
[X Link](https://x.com/ErnestWongBWM/status/1945839287989096686) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-07-17T13:33Z 8893 followers, 5636 engagements


"Ep. XX of the Long Term Investing Podcast with @BarrySchwartzBW is out This week we break down next steps for $ATD.TO after dropping the bid for 7-Eleven"  
[X Link](https://x.com/ErnestWongBWM/status/1947682948234317855) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-07-22T15:39Z 8893 followers, 2095 engagements


"@SleepwellCap @sadvalueinvestr Same with the Ashtead US listing"  
[X Link](https://x.com/ErnestWongBWM/status/1973861384409751879) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-02T21:23Z 8892 followers, XXX engagements


"Any other questions for @BarrySchwartzBW and I on the Long Term Investing Podcast"  
[X Link](https://x.com/ErnestWongBWM/status/1975570398868873365) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-07T14:34Z 8893 followers, 3483 engagements


"I get it's not $NVDA but $BRK is still quietly up X% this year"  
[X Link](https://x.com/ErnestWongBWM/status/1978482660868542841) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-15T15:26Z 8892 followers, 2515 engagements


"@JerryCap $TRI $RACE"  
[X Link](https://x.com/ErnestWongBWM/status/1978840352632013078) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-16T15:07Z 8893 followers, 1035 engagements


"@Invesquotes That's why $ATD.TO tried to buy Carrefour"  
[X Link](https://x.com/ErnestWongBWM/status/1978881172521283586) [@ErnestWongBWM](/creator/x/ErnestWongBWM) 2025-10-16T17:50Z 8892 followers, XXX engagements