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# ![@CorneliaLake Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1374044826652528641.png) @CorneliaLake Lake Cornelia Research Management

Lake Cornelia Research Management posts on X about $comp, $hous, $zg, $apo the most. They currently have XXXXXX followers and 2002 posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1374044826652528641/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374044826652528641/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1374044826652528641/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374044826652528641/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Months XX -XX%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1374044826652528641/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374044826652528641/c:line/m:followers.svg)

- X Week XXXXXX +0.54%
- X Months XXXXXX -XXXX%
- X Year XXXXXX +0.78%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1374044826652528641/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1374044826652528641/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$comp](/topic/$comp) #27, [$hous](/topic/$hous) #3, [$zg](/topic/$zg) #1, [$apo](/topic/$apo), [$rkt](/topic/$rkt), [$ebay](/topic/$ebay), [ebay](/topic/ebay), [$nflx](/topic/$nflx), [$psky](/topic/$psky), [$wbd](/topic/$wbd)

**Top accounts mentioned or mentioned by**
[@hkuppy](/creator/undefined) [@andrewrangeley](/creator/undefined) [@seawolfcap](/creator/undefined) [@yetanothervalue](/creator/undefined) [@lingmerthstefan](/creator/undefined) [@marketplunger1](/creator/undefined) [@barry59700119](/creator/undefined) [@livekingpoker](/creator/undefined) [@carflos223matos](/creator/undefined) [@spacanpanman](/creator/undefined) [@tommydeepwater](/creator/undefined) [@pagayaltd](/creator/undefined) [@greensplattcap](/creator/undefined) [@thecontracap](/creator/undefined) [@elonmusk](/creator/undefined) [@grandtokamak](/creator/undefined) [@at50w50882](/creator/undefined) [@youracc54783700](/creator/undefined) [@porkypcock](/creator/undefined) [@simonz117](/creator/undefined)

**Top assets mentioned**
[Compound (COMP)](/topic/$comp) [Zillow Group, Inc. (ZG)](/topic/$zg) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [eBay Inc (EBAY)](/topic/$ebay) [Netflix Inc (NFLX)](/topic/$nflx) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Tidewater, Inc. (TDW)](/topic/$tdw) [Transocean LTD. (RIG)](/topic/$rig) [Blue Owl Technology Finance Corp. (OTF)](/topic/$otf) [OwlDAO (OWL)](/topic/$owl) [Blackstone, Inc. (BX)](/topic/$bx) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Hamilton Lane Incorporated Class A Common Stock (HLNE)](/topic/$hlne) [Ares Protocol (ARES)](/topic/$ares) [Carlyle Group, Inc. (CG)](/topic/$cg) [TPG, Inc. (TPG)](/topic/$tpg) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [MGM Resorts International (MGM)](/topic/$mgm) [Caesars Entertainment, Inc. (CZR)](/topic/$czr) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts
Top posts by engagements in the last XX hours

"@TonyRisp I dont specialize in small businesses. Whats your thesis in $OSS"  
[X Link](https://x.com/CorneliaLake/status/1994421174298706008)  2025-11-28T15:00Z 27.6K followers, XXX engagements


"Link to free read of our 2022 memo on $TDW. We will be back on the @YetAnotherValue podcast with @AndrewRangeley next month. $TDW $RIG (and the rest of offshore) continues to shake off the declines from the 2023 local peak bottoming during the Tariff war in April. Memo: YAV episode:"  
[X Link](https://x.com/CorneliaLake/status/1994108958898901352)  2025-11-27T18:19Z 27.6K followers, 18.9K engagements


"There is rich and then there is secret paddle ball court in Palm Beach richwonder who turned him in 🤔 Nicola Peltzs billionaire dad slapped with daily fine for illegal padel court addition to $372M mansion 😳 Nicola Peltzs billionaire dad Nelson Peltz has been ordered to pay an $8250 fine and counting for his Florida mansions secret padel court. The 83-year-old did not get approval for the addition to his $XXX million 13-acre mansion according to the Palm Beach Post. The outlet reported on Monday that Nelson and his wife Claudia Peltz are being charged a daily $XXX penalty after the Palm"  
[X Link](https://x.com/CorneliaLake/status/1995873640030556520)  2025-12-02T15:12Z 27.6K followers, 23.8K engagements


"OMG honey the kids are through college and we have $700k in a XXX. What will we do with all this trapped money We can roll 35k into a Roth for them. Great. What do we do with the remaining 665k Be nice to get that money to use for a down payment on a condo for them once they graduate"  
[X Link](https://x.com/CorneliaLake/status/1995906912295198819)  2025-12-02T17:24Z 27.6K followers, XXX engagements


"$OWL $BX $KKR $APO $HLNE $ARES $CG $TPG $GCMG Note below from @kieranwgoodwin on the most recent $OWL private BDC going public $OTF. XXX% IRR since 2018 inception and most of the float still restricted (will drive IRR lower). The reason people keep harping on this type of performance is that it goes to the value of the franchise. Why does $BX (and the other big PE guys) trade at a monster multiple Its not simplistically that they put up good returns its the second order implication that the historical returns across a big universe of funds is sufficiently attractive enough for the market to"  
[X Link](https://x.com/CorneliaLake/status/1992963864170795052)  2025-11-24T14:29Z 27.6K followers, 19.4K engagements


"$COMP $HOUS $ZG Our new XX page note on the $COMP $HOUS merger is up:"  
[X Link](https://x.com/CorneliaLake/status/1992989454076985785)  2025-11-24T16:11Z 27.6K followers, 3720 engagements


"$COMP $HOUS $ZG $RKT Article below talking about housing surplus by 2032 as boomers fail to be replaced. We showed data in our new $COMP note highlighting same issue: We are XX years removed from the housing crisis and existing and new home sales have yet to full recover"  
[X Link](https://x.com/CorneliaLake/status/1993103593130652144)  2025-11-24T23:45Z 27.6K followers, 7204 engagements


"$19.5 billion of properties going into the ground in NYC metro will have a further negative impact on Vegas. Less so on $WYNN agreed but the issue for $MGM and $CZR is that you have exhausted room night cover from convention attendance and now more reliant on non-gaming revenue sources to support increasingly levered (REITed propco structures and traditional financial debt) capital structures"  
[X Link](https://x.com/CorneliaLake/status/1995564292603547955)  2025-12-01T18:42Z 27.6K followers, 1050 engagements


"In 2025 $EBAY overtook $PYPL for the first time since the 2015 separation (it was a 1:1 spin). With $EBAY at $XX having come back from $XXX post the Q3 print and a bad guide we took a look. $EBAY has reduced shares outstanding XX% since the spin and is an AI winner"  
[X Link](https://x.com/CorneliaLake/status/1995701605304283175)  2025-12-02T03:48Z 27.6K followers, 6271 engagements


"My former staffer in iBanking is having the last laugh today. Had a typo in our $EBAY note saying I was at Lehman in 2023 for an internship and went back in 2024. Should have been 2003 and 2004. I got second bucket bonus my first year $55k. Top bucket was $60k and I still see that $5k in my sleep. During my review the staffer communicated some version of: You were top of your class in terms of ability to become a high impact MD but more mixed on the power point skills. Everyone feels you care more about what the answer is as opposed to how pretty it looks Thanks everyone for highlighting it"  
[X Link](https://x.com/CorneliaLake/status/1995908985501704365)  2025-12-02T17:32Z 27.6K followers, 61.5K engagements


"$PSKY $WBD $NFLX"  
[X Link](https://x.com/CorneliaLake/status/1996741408393142689)  2025-12-05T00:40Z 27.6K followers, 3675 engagements


"$COMP $HOUS $ZG $RKT We spoke with IR last week after our first note. Here is what we learned"  
[X Link](https://x.com/CorneliaLake/status/1996036955411468329)  2025-12-03T02:01Z 27.6K followers, 4525 engagements


"Banger of a chart from Torsten Slok at $APO on the population declines in Paris. Article from 2015:"  
[X Link](https://x.com/CorneliaLake/status/1992612162154758221)  2025-11-23T15:12Z 27.6K followers, 10.3K engagements


"@GreensplattCap $COMP on $HOUS merger"  
[X Link](https://x.com/CorneliaLake/status/1995628868632543437)  2025-12-01T22:59Z 27.6K followers, XXX engagements


"If I could point to one concept that has generally led to the downfall of the single manager hedge fund community it the religious adherence to traditional valuation benchmarks - which is a fancy way of saying overweighting the value factor and shorting the growth factor. Most of the HF titans of the 2000s made their bones during a period of time when every few years you had massive credit event cycles - 1987 1991 1995 1998 2000-2002 2007-2009 - and it was just assumed that you would get fat pitches at 3-5x cash flow / XX% of replacement costand could volatility launder a 40-50% underlying"  
[X Link](https://x.com/CorneliaLake/status/1996017345269997999)  2025-12-03T00:43Z 27.6K followers, 137.7K engagements


"$WBD $PSKY $NFLX Feels like a game to get $X more out of Larrys kid. $XXX billion reverse break fee worth $XXXX per share. $NFLX longs just hoping Reed doesnt go crazy"  
[X Link](https://x.com/CorneliaLake/status/1998066983456100418)  2025-12-08T16:27Z 27.6K followers, 4387 engagements