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[@valuedrift](/creator/twitter/valuedrift)
"After all why shouldn't my whole portfolio be Swiss and Japanese stocks given low CHF and JPY margin rates"  
[X Link](https://x.com/valuedrift/status/1978467770833723470) [@valuedrift](/creator/x/valuedrift) 2025-10-15T14:27Z 3414 followers, XXX engagements


"Now $OMAB trades at similar valuation to $AENA:MC. Which has better prospects"  
[X Link](https://x.com/valuedrift/status/1956241365047894403) [@valuedrift](/creator/x/valuedrift) 2025-08-15T06:27Z 3412 followers, XXX engagements


"Let's keep on buying the Argentina dip. $CAAP $CRESY $BBAR $BMA $GGAL $SUPV"  
[X Link](https://x.com/valuedrift/status/1960430112966692951) [@valuedrift](/creator/x/valuedrift) 2025-08-26T19:52Z 3411 followers, 1820 engagements


"Usually these kinds of "I finally sold I'm so relieved" posts mark a bottom. $AMH $INVH"  
[X Link](https://x.com/valuedrift/status/1963698972675236044) [@valuedrift](/creator/x/valuedrift) 2025-09-04T20:21Z 3413 followers, XXX engagements


"Could be good to buy $GEO $AXON and $MSI calls if this leads to nationwide martial law and a white terror purge which it could"  
[X Link](https://x.com/valuedrift/status/1965858641078288711) [@valuedrift](/creator/x/valuedrift) 2025-09-10T19:23Z 3412 followers, XXX engagements


"@vanckzhu Maybe we zombie from $X to $X forever yes. I let Hikari Tsushin do that for me. As well as $ORR"  
[X Link](https://x.com/valuedrift/status/1971098740758020531) [@valuedrift](/creator/x/valuedrift) 2025-09-25T06:25Z 3412 followers, XXX engagements


"TFW the $XX billion US bailout didn't put in a bottom. $CAAP $CRESY $GGAL"  
[X Link](https://x.com/valuedrift/status/1973439359451013326) [@valuedrift](/creator/x/valuedrift) 2025-10-01T17:26Z 3412 followers, XXX engagements


"Seems the $CAAP selling may have exhausted itself Was relatively strong today"  
[X Link](https://x.com/valuedrift/status/1975656421170749474) [@valuedrift](/creator/x/valuedrift) 2025-10-07T20:16Z 3413 followers, XXX engagements


"$CAAP trading well now despite bad headlines. Bottom"  
[X Link](https://x.com/valuedrift/status/1976317551572550123) [@valuedrift](/creator/x/valuedrift) 2025-10-09T16:03Z 3414 followers, XXX engagements


"Wtf worst cliffhanger ending ever. $SLG $VNO"  
[X Link](https://x.com/valuedrift/status/1976718512938009060) [@valuedrift](/creator/x/valuedrift) 2025-10-10T18:36Z 3414 followers, XXX engagements


"I didn't even know we bought Chinese cooking oil (). So Americans are so fat because they eat Chinese gutter oil"  
[X Link](https://x.com/valuedrift/status/1978197652274663699) [@valuedrift](/creator/x/valuedrift) 2025-10-14T20:34Z 3412 followers, XXX engagements


"Decent drawdown in $AXON. In the past it has always been great and rewarding to buy those"  
[X Link](https://x.com/valuedrift/status/1978495168882864423) [@valuedrift](/creator/x/valuedrift) 2025-10-15T16:16Z 3412 followers, XXX engagements


"Lol is the fear he will lay off $AXON too"  
[X Link](https://x.com/valuedrift/status/1978522593859686620) [@valuedrift](/creator/x/valuedrift) 2025-10-15T18:05Z 3414 followers, 1000 engagements


"$COST continues to make lower highs and also not be able to retake the XXX DMA"  
[X Link](https://x.com/valuedrift/status/1979198598207205706) [@valuedrift](/creator/x/valuedrift) 2025-10-17T14:51Z 3412 followers, XXX engagements


"Same is true of $SBUX. The same SHOULD be true of $SKT but not yet"  
[X Link](https://x.com/valuedrift/status/1979199187943129153) [@valuedrift](/creator/x/valuedrift) 2025-10-17T14:53Z 3412 followers, XXX engagements


"I don't own enough $CHG:GB"  
[X Link](https://x.com/valuedrift/status/1929927217733349605) [@valuedrift](/creator/x/valuedrift) 2025-06-03T15:44Z 3412 followers, XXX engagements


"Nice Got $TCOM"  
[X Link](https://x.com/valuedrift/status/1963845705597874275) [@valuedrift](/creator/x/valuedrift) 2025-09-05T06:04Z 3413 followers, XXX engagements


"I think $HAS is a decent short from here. - Arena playerbase churn out (Steam data peaked June 2025). - Spider Man obviously a misstep. - New HQ - Black Lotus price NOT making new highs. - Some fatigue with nerd culture"  
[X Link](https://x.com/valuedrift/status/1965489654037422406) [@valuedrift](/creator/x/valuedrift) 2025-09-09T18:57Z 3413 followers, XXX engagements


"Lol the $TCOM site even for US travel looks just so Chinese. I guess it works for Southeast Asia"  
[X Link](https://x.com/valuedrift/status/1966279298333229236) [@valuedrift](/creator/x/valuedrift) 2025-09-11T23:14Z 3413 followers, XXX engagements


"Just booked a US domestic flight with $TCOM. They had a good promo code. It just feels so Chinese. Even the app form fill ins are like.Chinese app form fill ins lol"  
[X Link](https://x.com/valuedrift/status/1966414102429053429) [@valuedrift](/creator/x/valuedrift) 2025-09-12T08:10Z 3413 followers, XXX engagements


"Long $TGT short $ROST $BURL $TJX should work from here"  
[X Link](https://x.com/valuedrift/status/1968368354202370504) [@valuedrift](/creator/x/valuedrift) 2025-09-17T17:36Z 3412 followers, XXX engagements


"Wow $MKC got really fucked by tariffs. Glad I didn't perma own this one. Buyable again soon"  
[X Link](https://x.com/valuedrift/status/1968705810373960053) [@valuedrift](/creator/x/valuedrift) 2025-09-18T15:56Z 3414 followers, XXX engagements


"Short $HAS Magic Arena has peaked"  
[X Link](https://x.com/valuedrift/status/1970561341330190420) [@valuedrift](/creator/x/valuedrift) 2025-09-23T18:50Z 3414 followers, XXX engagements


"Time for $CZR to resume its downward death march"  
[X Link](https://x.com/valuedrift/status/1970934226674667791) [@valuedrift](/creator/x/valuedrift) 2025-09-24T19:31Z 3412 followers, XXX engagements


"Individual stocks sure do though. Short $COST $SKT $BURL $ROST $TJX"  
[X Link](https://x.com/valuedrift/status/1973077365359255611) [@valuedrift](/creator/x/valuedrift) 2025-09-30T17:27Z 3414 followers, XXX engagements


"@KairosPraxis Nothing tech would meet that for me. Except Nintendo to the extent it could be called technology. It would be $DEO $TAP $JFN:SW $VNO. XX years is kind of beyond the frontier even for a $EVLV. $DJCO probably still fine"  
[X Link](https://x.com/valuedrift/status/1973092658034639292) [@valuedrift](/creator/x/valuedrift) 2025-09-30T18:28Z 3414 followers, XXX engagements


"$TYL trading very weak Short some to hedge long $DJCO"  
[X Link](https://x.com/valuedrift/status/1973434883298173210) [@valuedrift](/creator/x/valuedrift) 2025-10-01T17:08Z 3412 followers, XXX engagements


"$WM expensive and trading weak Short this shitco"  
[X Link](https://x.com/valuedrift/status/1973436953703198758) [@valuedrift](/creator/x/valuedrift) 2025-10-01T17:16Z 3412 followers, XXX engagements


"What's the hope of $CSU.TO bulls That today's call will say "sike" on the leadership transition"  
[X Link](https://x.com/valuedrift/status/1973447935405990094) [@valuedrift](/creator/x/valuedrift) 2025-10-01T18:00Z 3412 followers, XXX engagements


"Being long Factset here would feel like being short Koyfin. Not a bet I'd like to make $FDS"  
[X Link](https://x.com/valuedrift/status/1973749122319659396) [@valuedrift](/creator/x/valuedrift) 2025-10-02T13:57Z 3414 followers, XXX engagements


"Wow $GEO is trading so weak why"  
[X Link](https://x.com/valuedrift/status/1975573647902593426) [@valuedrift](/creator/x/valuedrift) 2025-10-07T14:47Z 3414 followers, XXX engagements


"@Ryan2Rogan Yes also $TYL sucks"  
[X Link](https://x.com/valuedrift/status/1975581783296254291) [@valuedrift](/creator/x/valuedrift) 2025-10-07T15:19Z 3412 followers, XX engagements


"@j16425646 This $GEO selloff certainly seems like it should make a different course of action like that more tempting for them"  
[X Link](https://x.com/valuedrift/status/1976367549119168632) [@valuedrift](/creator/x/valuedrift) 2025-10-09T19:21Z 3414 followers, XXX engagements


"Trump has made $GEO obsolete"  
[X Link](https://x.com/valuedrift/status/1976379543889059870) [@valuedrift](/creator/x/valuedrift) 2025-10-09T20:09Z 3414 followers, XXX engagements


"Narrative violation - Alibaba and Baidu DOWN in Hong Kong on this"  
[X Link](https://x.com/valuedrift/status/1976516041863004369) [@valuedrift](/creator/x/valuedrift) 2025-10-10T05:12Z 3412 followers, XXX engagements


"Funny Argentina price action after the Trump/Milei meeting. $CAAP $CRESY $GGAL"  
[X Link](https://x.com/valuedrift/status/1978169569517650170) [@valuedrift](/creator/x/valuedrift) 2025-10-14T18:42Z 3412 followers, XXX engagements


"The "basic cool girl" bubble burst see $LULU $SBUX. Time for uncool girl stocks $VRA $WW"  
[X Link](https://x.com/valuedrift/status/1978511160820564127) [@valuedrift](/creator/x/valuedrift) 2025-10-15T17:19Z 3412 followers, XXX engagements


"Interesting $SE pulling an $AXON. High valuation is risky"  
[X Link](https://x.com/valuedrift/status/1978540316652077234) [@valuedrift](/creator/x/valuedrift) 2025-10-15T19:15Z 3414 followers, 2106 engagements


"$CAAP TAM about to expand"  
[X Link](https://x.com/valuedrift/status/1978584559014081012) [@valuedrift](/creator/x/valuedrift) 2025-10-15T22:11Z 3414 followers, XXX engagements


"Seems all alcohol companies except $DEO bottomed"  
[X Link](https://x.com/valuedrift/status/1979249758188507394) [@valuedrift](/creator/x/valuedrift) 2025-10-17T18:14Z 3414 followers, XXX engagements


"Bearish $TYA:IT"  
[X Link](https://x.com/valuedrift/status/1979284497872097793) [@valuedrift](/creator/x/valuedrift) 2025-10-17T20:32Z 3412 followers, XXX engagements


"Wtf $BURL has a security controlled entrance. The poors are that desperate now to even steal the trash that $BURL sells. Bearish"  
[X Link](https://x.com/valuedrift/status/1979307328873861512) [@valuedrift](/creator/x/valuedrift) 2025-10-17T22:03Z 3413 followers, XXX engagements


"Bearish Tencent @CatNyanpital"  
[X Link](https://x.com/valuedrift/status/1979421768688505159) [@valuedrift](/creator/x/valuedrift) 2025-10-18T05:38Z 3414 followers, XXX engagements


"@CatNyanpital The meme of it being true if influencing policy in China can't be good for Tencent in current form though"  
[X Link](https://x.com/valuedrift/status/1979597926700843207) [@valuedrift](/creator/x/valuedrift) 2025-10-18T17:18Z 3413 followers, XX engagements


"Tomorrow's future case law today: Is attending a No Kings protest a deportable offense"  
[X Link](https://x.com/valuedrift/status/1979782686261789118) [@valuedrift](/creator/x/valuedrift) 2025-10-19T05:32Z 3413 followers, XXX engagements