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[@ExcessDefaults](/creator/twitter/ExcessDefaults)
"Imagine initiating a buyback and not knowing the tax consequences of said buyback. Kind of a farce that $GQG.AX is listed down under"  
[X Link](https://x.com/ExcessDefaults/status/1865899490412249246) [@ExcessDefaults](/creator/x/ExcessDefaults) 2024-12-08T23:21Z 1299 followers, 3873 engagements


"Nice article on my mans shadow running $FIHL"  
[X Link](https://x.com/ExcessDefaults/status/1841515848319828038) [@ExcessDefaults](/creator/x/ExcessDefaults) 2024-10-02T16:29Z 1301 followers, 1583 engagements


"The ironic thing about $PCMM guy outlining the issues with $PRIV is their largest holding (at 7%) is WDMNT 2022-9A A1 V/R 10/25/36 an Apollo / Midcap CLO 🤣"  
[X Link](https://x.com/ExcessDefaults/status/1963254152009589094) [@ExcessDefaults](/creator/x/ExcessDefaults) 2025-09-03T14:53Z 1301 followers, XXX engagements


"Found this pod on ETFs x private credit interesting - esp the comparison between $PCMM and $PRIV"  
[X Link](https://x.com/ExcessDefaults/status/1958553628131897643) [@ExcessDefaults](/creator/x/ExcessDefaults) 2025-08-21T15:35Z 1301 followers, 1008 engagements


"Bro is back with his DRIP plan though he won't be able to get close to actually reinvesting divvies bc his checks are so large ($275m / yr) $GQG.AX"  
[X Link](https://x.com/ExcessDefaults/status/1963627672304775576) [@ExcessDefaults](/creator/x/ExcessDefaults) 2025-09-04T15:38Z 1301 followers, XXX engagements


"Q: Is RILA getting more competitive $EQH: We are innovators. First in. Been here forever. Happy. But we used to make a lot more margin on them but we make XX% IRR so we're happy. You sure you're happy"  
[X Link](https://x.com/ExcessDefaults/status/1963768462901477523) [@ExcessDefaults](/creator/x/ExcessDefaults) 2025-09-05T00:57Z 1302 followers, XXX engagements


"Not relevant size wise but ETF is up to $309m from $207m mid July launch with positioning that has resulted in lagging benchmark(s)"  
[X Link](https://x.com/ExcessDefaults/status/1968027993349165507) [@ExcessDefaults](/creator/x/ExcessDefaults) 2025-09-16T19:03Z 1301 followers, XXX engagements


"Whatever it takes to prevent outflows when positioned substantially different from benchmark $GQG.AX"  
[X Link](https://x.com/ExcessDefaults/status/1970918020588691600) [@ExcessDefaults](/creator/x/ExcessDefaults) 2025-09-24T18:27Z 1301 followers, XXX engagements


"Continued outflows for Sept. $GQG.AX"  
[X Link](https://x.com/ExcessDefaults/status/1976701286348419452) [@ExcessDefaults](/creator/x/ExcessDefaults) 2025-10-10T17:28Z 1301 followers, XXX engagements