# ![@DilligenceNo Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1793484893160411136.png) @DilligenceNo No Due Dilligence

No Due Dilligence posts on X about $lb, link, $tpl, space the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1793484893160411136/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793484893160411136/c:line/m:interactions.svg)

- [--] Month [-----] +10,550%
- [--] Months [-----] +1,786%
- [--] Year [-----] +341%

### Mentions: [--] [#](/creator/twitter::1793484893160411136/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793484893160411136/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1793484893160411136/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793484893160411136/c:line/m:followers.svg)

- [--] Month [--] +13%
- [--] Months [--] +150%
- [--] Year [--] +483%

### CreatorRank: undefined [#](/creator/twitter::1793484893160411136/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793484893160411136/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$lb](/topic/$lb), [link](/topic/link), [$tpl](/topic/$tpl), [space](/topic/space), [inflation](/topic/inflation), [business](/topic/business), [$grvy](/topic/$grvy), [$fico](/topic/$fico), [economics](/topic/economics), [how much](/topic/how-much)

**Top assets mentioned**
[LandBridge Company LLC (LB)](/topic/$lb) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Fair Isaac, Corp. (FICO)](/topic/$fico) [WaterBridge Infrastructure LLC (WBI)](/topic/$wbi) [Sea Limited (SE)](/topic/$se) [intel (INTEL)](/topic/$intel) [GlobalFoundries (GFS)](/topic/$gfs) [United Microelectronic Corp. (UMC)](/topic/$umc) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@sp3cul8r Love the diagram. Could have a section for fabs $INTEL $GFS $UMC $SMIC"  
[X Link](https://x.com/DilligenceNo/status/1795005363185655961)  2024-05-27T08:13Z [--] followers, [--] engagements


"@KmateoK seems highly unlikely the minimum 17% will tender their shares in at Y4400 (given the large discount still) so the most likely outcome is True Wind need to come back with a full takeover offer after the tender expires in July Am i reading the set up correctly"  
[X Link](https://x.com/DilligenceNo/status/1802537516630999300)  2024-06-17T03:03Z [--] followers, [--] engagements


"@wolfofharcourt @michal_polena There are some short reports out there on the name I would recommend reading"  
[X Link](https://x.com/DilligenceNo/status/1813455777753104771)  2024-07-17T06:08Z [--] followers, [--] engagements


"@AltayCapital had hopes of closer to [-----] JPY with all the land and buildings on balance sheet still not a bad a result"  
[X Link](https://x.com/DilligenceNo/status/1921895457493512304)  2025-05-12T11:49Z [--] followers, [--] engagements


"@AltayCapital what is the simplest way to tender your shares if you own through IBKR"  
[X Link](https://x.com/DilligenceNo/status/1922147279986647200)  2025-05-13T04:29Z [--] followers, [--] engagements


"$FICO just increased its economics going direct to resellers while keeping prices to end clients unchanged. Effectively cutting the CB out of their mark-up will be interesting to see how much uptake this gets"  
[X Link](https://x.com/anyuser/status/1973609936430178785)  2025-10-02T04:44Z [--] followers, [---] engagements


"@PD13158196 @ilmakiage @spoiledchildnyc definitely a short pitching themselves as an AI company when they sell [--] brands with a glorified survey 🤣"  
[X Link](https://x.com/DilligenceNo/status/1887662813650579493)  2025-02-07T00:41Z [--] followers, [---] engagements


"Always an interesting read from Horizon Kinetics https://horizonkinetics.com/app/uploads/Horizon-Kinetics-Q4-2024-Commentary_Final.pdf https://horizonkinetics.com/app/uploads/Horizon-Kinetics-Q4-2024-Commentary_Final.pdf"  
[X Link](https://x.com/DilligenceNo/status/1891434833672380515)  2025-02-17T10:29Z [--] followers, [--] engagements


"Doing a little digging into the waste management space. For anyone interested in an overview of Cleanaway $CWY please see link: http://noduediligence.substack.com http://noduediligence.substack.com"  
[X Link](https://x.com/anyuser/status/2011435116124578007)  2026-01-14T13:47Z [--] followers, [--] engagements


"This can only continue for so long before a solution needs to be found luckily $LB will be ready and waiting Before [----] there was basically no electricity inflation. Now there's too much. We all know what that means for data centers. ( $TPL $LB ) https://t.co/0GIm1kSEEj Before [----] there was basically no electricity inflation. Now there's too much. We all know what that means for data centers. ( $TPL $LB ) https://t.co/0GIm1kSEEj"  
[X Link](https://x.com/anyuser/status/2011571233679417498)  2026-01-14T22:48Z [--] followers, [---] engagements


"Upcoming catalyst for $LB"  
[X Link](https://x.com/anyuser/status/2014537939532071417)  2026-01-23T03:17Z [--] followers, [--] engagements


"LandBridge is an incredibly interesting business and that's before any mention of data centers. $LB $WBI $TPL Link: https://open.substack.com/pub/noduediligence/p/landbridge-lb-the-water-playutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/noduediligence/p/landbridge-lb-the-water-playutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/anyuser/status/2021194148305633590)  2026-02-10T12:06Z [--] followers, [----] engagements


"Doing a little digging into the waste management space. For anyone interested in an overview of Cleanaway $CWY please see link: http://noduediligence.substack.com http://noduediligence.substack.com"  
[X Link](https://x.com/anyuser/status/2011435116124578007)  2026-01-14T13:47Z [--] followers, [--] engagements


"https://noduediligence.substack.com/p/cwy-the-aussie-trashmanr=77lxzs https://noduediligence.substack.com/p/cwy-the-aussie-trashmanr=77lxzs"  
[X Link](https://x.com/anyuser/status/2021345445386256503)  2026-02-10T22:08Z [--] followers, [--] engagements


"LandBridge is an incredibly interesting business and that's before any mention of data centers. $LB $WBI $TPL Link: https://open.substack.com/pub/noduediligence/p/landbridge-lb-the-water-playutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/noduediligence/p/landbridge-lb-the-water-playutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/anyuser/status/2021194148305633590)  2026-02-10T12:06Z [--] followers, [----] engagements


"Link: https://open.substack.com/pub/noduediligence/p/landbridge-lb-the-water-playutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/noduediligence/p/landbridge-lb-the-water-playutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/anyuser/status/2021194436051661001)  2026-02-10T12:08Z [--] followers, [--] engagements


"Strategic Cap has [--] proposals for Gungho's annual meeting in March. The two most important: 1) calls for a repurchase of Taizo Son's shares or 20% of shares outstanding and 2) calls for a special dividend of 20% of Gungho's cash. Bodes well for a return of cap at $GRVY Link: https://stracap.jp/3765-GUNGHO/ https://stracap.jp/3765-GUNGHO/"  
[X Link](https://x.com/anyuser/status/2016225663611461940)  2026-01-27T19:03Z 31.4K followers, [----] engagements


"Upcoming catalyst for $LB"  
[X Link](https://x.com/anyuser/status/2014537939532071417)  2026-01-23T03:17Z [--] followers, [--] engagements


"This can only continue for so long before a solution needs to be found luckily $LB will be ready and waiting Before [----] there was basically no electricity inflation. Now there's too much. We all know what that means for data centers. ( $TPL $LB ) https://t.co/0GIm1kSEEj Before [----] there was basically no electricity inflation. Now there's too much. We all know what that means for data centers. ( $TPL $LB ) https://t.co/0GIm1kSEEj"  
[X Link](https://x.com/anyuser/status/2011571233679417498)  2026-01-14T22:48Z [--] followers, [---] engagements


"Before [----] there was basically no electricity inflation. Now there's too much. We all know what that means for data centers. ( $TPL $LB )"  
[X Link](https://x.com/anyuser/status/2011547688580628497)  2026-01-14T21:15Z 11K followers, [----] engagements


"👀 Big changes at Gravity's $GRVY parent GungHo. The CEO is out and the CFO will become CEO after pressure from activist Strategic Capital. Bodes well for a change in capital allocation at $GRVY. https://t.co/M22HpCii3b Big changes at Gravity's $GRVY parent GungHo. The CEO is out and the CFO will become CEO after pressure from activist Strategic Capital. Bodes well for a change in capital allocation at $GRVY. https://t.co/M22HpCii3b"  
[X Link](https://x.com/anyuser/status/2010863198443094203)  2026-01-12T23:55Z [--] followers, [--] engagements


"Big changes at Gravity's $GRVY parent GungHo. The CEO is out and the CFO will become CEO after pressure from activist Strategic Capital. Bodes well for a change in capital allocation at $GRVY"  
[X Link](https://x.com/anyuser/status/2010735222929998204)  2026-01-12T15:26Z 31.4K followers, 21.7K engagements


"I read a lot of quarterly letters and most lately are about AI. Greenlights stood out: no internet-bubble history lesson or hype. Just simple questions reasoning and numbers. Quick and balanced read worth checking out👇"  
[X Link](https://x.com/anyuser/status/1991939227433787421)  2025-11-21T18:38Z 33.6K followers, 104.6K engagements


"this is comedy. $SE not seeing any news for this sell-off. I increased my position 16% after hours at $164.50. Ultra-long $SE not seeing any news for this sell-off. I increased my position 16% after hours at $164.50. Ultra-long"  
[X Link](https://x.com/anyuser/status/1978663101194023232)  2025-10-16T03:23Z [--] followers, [--] engagements


"$SE not seeing any news for this sell-off. I increased my position 16% after hours at $164.50. Ultra-long"  
[X Link](https://x.com/anyuser/status/1978555367358419409)  2025-10-15T20:15Z [---] followers, [----] engagements


"Just read Howard Marks [----] memo one of his all-time favorites Bubble.com. Fantastic read especially now amid the AI frenzy. A lot to learn from it about todays markets no wonder Marks chose to highlight this memo again recently. Full letter below"  
[X Link](https://x.com/anyuser/status/1978435167040455151)  2025-10-15T12:17Z 33.6K followers, [----] engagements


"Latest OpenAI numbers from the FT: 800m users 5% paying (40m). $13bn in ARR. Implies a $325 annual ARPU or $27/month per paying user. 70% of rev from subscriptions rest is API. $8bn loss in H1 prob $20bn run rate loss now So basically spending $3 for each $1 in revenue"  
[X Link](https://x.com/anyuser/status/1978392637682876551)  2025-10-15T09:28Z 129.8K followers, 2.4M engagements


"How billionaire investor Stanley Druckenmiller approaches technical analysis: Every night at 4:30 he reviews nearly [---] charts across markets worldwide. Still he calls himself a fundamentals-first investor about 7580% of his ideas start from fundamentals and are only confirmed by charts. If the chart disagrees with his thesis he simply moves on"  
[X Link](https://x.com/anyuser/status/1977966318461522337)  2025-10-14T05:14Z 75.2K followers, 211.5K engagements


"$SES.TO any idea why it opened down -10%"  
[X Link](https://x.com/anyuser/status/1975567892465991944)  2025-10-07T14:24Z [--] followers, [----] engagements


"$LB acquiring a further [----] acres of land at $6700 per acre. This will provide incremental pore space adjacent to existing acreage $LB LandBridge Acquisition: On October [--] [----] LandBridge Co LLC announced a purchase of approximately [-----] acres in Texas for $250 million involving $208.3 million in cash and $41.7 million in equity. This acquisition is significant for the company's growth strategy. $LB LandBridge Acquisition: On October [--] [----] LandBridge Co LLC announced a purchase of approximately [-----] acres in Texas for $250 million involving $208.3 million in cash and $41.7 million in"  
[X Link](https://x.com/anyuser/status/1975560610034426247)  2025-10-07T13:55Z [--] followers, [---] engagements


"$LB LandBridge Acquisition: On October [--] [----] LandBridge Co LLC announced a purchase of approximately [-----] acres in Texas for $250 million involving $208.3 million in cash and $41.7 million in equity. This acquisition is significant for the company's growth strategy. https://stockinsights.ai/us/LB/8-K/company-mergers-20251007-6d2utm_source=twitter&utm_medium=social&utm_id=secfilingsdigest https://stockinsights.ai/us/LB/8-K/company-mergers-20251007-6d2utm_source=twitter&utm_medium=social&utm_id=secfilingsdigest"  
[X Link](https://x.com/anyuser/status/1975542905973453274)  2025-10-07T12:45Z [----] followers, [---] engagements


"the switch up be wild FAST COMPANY: Mortgage lending may never look the same after FICOs latest shake-up The FHFA director called the move creative solutions for Americans as Fair Isaac puts pricing power back in lenders hands. https://t.co/nedKBYib1Z FAST COMPANY: Mortgage lending may never look the same after FICOs latest shake-up The FHFA director called the move creative solutions for Americans as Fair Isaac puts pricing power back in lenders hands. https://t.co/nedKBYib1Z"  
[X Link](https://x.com/anyuser/status/1973936413814239543)  2025-10-03T02:21Z [--] followers, [--] engagements


"FAST COMPANY: Mortgage lending may never look the same after FICOs latest shake-up The FHFA director called the move creative solutions for Americans as Fair Isaac puts pricing power back in lenders hands. https://www.fastcompany.com/91415306/mortgage-lending-may-never-look-the-same-after-ficos-latest-shake-up https://www.fastcompany.com/91415306/mortgage-lending-may-never-look-the-same-after-ficos-latest-shake-up"  
[X Link](https://x.com/anyuser/status/1973847717068878266)  2025-10-02T20:29Z 3M followers, 51K engagements


"$FICO just increased its economics going direct to resellers while keeping prices to end clients unchanged. Effectively cutting the CB out of their mark-up will be interesting to see how much uptake this gets"  
[X Link](https://x.com/anyuser/status/1973609936430178785)  2025-10-02T04:44Z [--] followers, [---] engagements


"Great read This one took many late nights as you'll see with the number of footnotes. But hopefully the lessons cut deep and are worth learning. I hope you enjoy my next post https://t.co/ApzlM1hjrx This one took many late nights as you'll see with the number of footnotes. But hopefully the lessons cut deep and are worth learning. I hope you enjoy my next post https://t.co/ApzlM1hjrx"  
[X Link](https://x.com/anyuser/status/1971113745004085369)  2025-09-25T07:25Z [--] followers, [--] engagements


"This one took many late nights as you'll see with the number of footnotes. But hopefully the lessons cut deep and are worth learning. I hope you enjoy my next post"  
[X Link](https://x.com/anyuser/status/1953246451338731858)  2025-08-07T00:06Z [----] followers, [----] engagements


"The Best Page I read on Business Valuation"  
[X Link](https://x.com/anyuser/status/1969583597133971804)  2025-09-21T02:04Z 136.9K followers, 97.6K engagements


"Here are the more memorable comments I received before launching Bristlemoon Capital. In the writeup below I detail lessons from launching a fund including common reasons for a launching a fund and the trade offs different fund launch approaches finding product/mkt fit"  
[X Link](https://x.com/anyuser/status/1968453675636171040)  2025-09-17T23:15Z 10.4K followers, 16.8K engagements

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