[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.]

[@david_katunaric](/creator/twitter/david_katunaric)
"Realized most superstar value investors dont actually do enough rock-flipping to generate original ideas. Which is why they hide behind complaints about high large-cap P/E multiples and talk endlessly about forever holding periods. When was the last time a well-known value investor actually pitched a stock on a podcast or dug into a setup they just researched or invested in Its easy to talk Buffett quotes its hard to actually apply Buffett work"  
[X Link](https://x.com/david_katunaric/status/1978826933379969475) [@david_katunaric](/creator/x/david_katunaric) 2025-10-16T14:14Z 13.2K followers, 20.2K engagements


"Any O&G services businesses worth looking at that dont get much mention around here"  
[X Link](https://x.com/david_katunaric/status/1960087023534133401) [@david_katunaric](/creator/x/david_katunaric) 2025-08-25T21:08Z 13.2K followers, 16.5K engagements


"What's your favorite emerging market aside from the US"  
[X Link](https://x.com/david_katunaric/status/1960673211571392974) [@david_katunaric](/creator/x/david_katunaric) 2025-08-27T11:58Z 13.1K followers, 4249 engagements


"This bad boy showed up in the mail today. Pretty sure Im the only one in Croatia who owns it. Thanks @RockwoodNotes"  
[X Link](https://x.com/david_katunaric/status/1975614457188659531) [@david_katunaric](/creator/x/david_katunaric) 2025-10-07T17:29Z 13.1K followers, 3348 engagements


"Tb 1975 when Buffett and Munger were running a Ponzi😉"  
[X Link](https://x.com/david_katunaric/status/1784659178297946594) [@david_katunaric](/creator/x/david_katunaric) 2024-04-28T19:01Z 13.2K followers, 84.9K engagements


"Why is none of Fintwit's copper bulls talking about this I casually follow $IVN.TO and read this in the press release they published yesterday"  
[X Link](https://x.com/david_katunaric/status/1833756186862055631) [@david_katunaric](/creator/x/david_katunaric) 2024-09-11T06:35Z 13.2K followers, 1875 engagements


"These things always seem to end the same way"  
[X Link](https://x.com/david_katunaric/status/1977756596378714349) [@david_katunaric](/creator/x/david_katunaric) 2025-10-13T15:21Z 13.2K followers, 62.6K engagements


"@alluvialcapital link:"  
[X Link](https://x.com/david_katunaric/status/1978832338147525083) [@david_katunaric](/creator/x/david_katunaric) 2025-10-16T14:36Z 13.2K followers, 1619 engagements


"Summary: $RWWI is a correlated bet on Autodesk trading at just XXXX P/E and XXX EV/EBIT with roughly XX% of net income flowing to shareholders each year"  
[X Link](https://x.com/david_katunaric/status/1978838263956681085) [@david_katunaric](/creator/x/david_katunaric) 2025-10-16T14:59Z 13.2K followers, 5472 engagements


"Wake me up when $CFR is below 10x P/E"  
[X Link](https://x.com/david_katunaric/status/1978949894044860850) [@david_katunaric](/creator/x/david_katunaric) 2025-10-16T22:23Z 13.2K followers, 6659 engagements


"Today Im taking a closer look at Rand Worldwide and its division IMAGINiT Technologiesthe largest Autodesk reseller in North America. Its a company thats been on my watchlist for nearly five years ever since I first came across it in one of @alluvialcapital letters. While $RWWI was once something of a micro-cap darling theres hardly any interest in it today. No surprise therethe stock is down more than XX% from its February 2023 all-time highs and anyone who bought in over the past four years is now staring at red on their broker screen. Adding to that Randand $ADSK VARs (value-added"  
[X Link](https://x.com/david_katunaric/status/1978831859808104589) [@david_katunaric](/creator/x/david_katunaric) 2025-10-16T14:34Z 13.2K followers, 10.1K engagements


"I'm in a bad place rn"  
[X Link](https://x.com/david_katunaric/status/1979111549152133165) [@david_katunaric](/creator/x/david_katunaric) 2025-10-17T09:05Z 13.2K followers, 64K engagements