# ![@NrthStarCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::290658684.png) @NrthStarCapital North Star Capital

North Star Capital posts on X about $fb, $crox, market, $intu the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::290658684/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::290658684/c:line/m:interactions.svg)

- [--] Week [-----] -81%
- [--] Month [---------] +290,366%
- [--] Months [---------] -63%
- [--] Year [----------] +38,114%

### Mentions: [--] [#](/creator/twitter::290658684/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::290658684/c:line/m:posts_active.svg)

- [--] Week [--] +29%
- [--] Month [--] +83%
- [--] Months [--] +25%
- [--] Year [--] +17%

### Followers: [------] [#](/creator/twitter::290658684/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::290658684/c:line/m:followers.svg)

- [--] Week [-----] no change
- [--] Month [-----] -0.17%
- [--] Months [-----] -0.93%
- [--] Year [-----] -0.34%

### CreatorRank: [---------] [#](/creator/twitter::290658684/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::290658684/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$fb](/topic/$fb), [$crox](/topic/$crox), [market](/topic/market), [$intu](/topic/$intu) #164, [$meli](/topic/$meli), [$bti](/topic/$bti), [investment](/topic/investment), [$roku](/topic/$roku), [crox](/topic/crox), [company](/topic/company)

**Top accounts mentioned or mentioned by**
[@compoundpapi](/creator/undefined) [@laissezfaire416](/creator/undefined) [@tidefallcapital](/creator/undefined) [@compounderb](/creator/undefined) [@lsvalue](/creator/undefined) [@bizalmanac](/creator/undefined) [@dadinvest](/creator/undefined) [@jjshipley](/creator/undefined) [@johnlawful](/creator/undefined) [@librariancap](/creator/undefined) [@southernvalue95](/creator/undefined) [@jerrycap](/creator/undefined) [@pandavalue](/creator/undefined) [@innocencecapit1](/creator/undefined) [@breadcrumbsre](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@ztinvesting](/creator/undefined) [@hasonke](/creator/undefined) [@thepupil11](/creator/undefined) [@compound248](/creator/undefined)

**Top assets mentioned**
[Fenerbahçe Token (FB)](/topic/$fb) [Crocs, Inc. (CROX)](/topic/$crox) [Intuit Inc. (INTU)](/topic/$intu) [MercadoLibre Inc (MELI)](/topic/$meli) [British American Tobacco (BTI)](/topic/$bti) [Roku, Inc. (ROKU)](/topic/$roku) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Spotify Technology (SPOT)](/topic/$spot) [Netflix Inc (NFLX)](/topic/$nflx) [Apple, Inc. (AAPL)](/topic/$aapl) [Altria Group Inc (MO)](/topic/$mo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [GFL Environmental Holdings Inc. (GFL)](/topic/$gfl) [Match Group Inc (MTCH)](/topic/$mtch) [S&P Global Inc (SPGI)](/topic/$spgi) [Salesforce Inc (CRM)](/topic/$crm) [Tesla, Inc. (TSLA)](/topic/$tsla) [Philip Morris International Inc. (PM)](/topic/$pm) [Evotec SE (EVO)](/topic/$evo) [Align Technology, Inc. (ALGN)](/topic/$algn) [Alibaba Group (BABA)](/topic/$baba) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Twitter Inc (TWTR)](/topic/$twtr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Block, Inc. (SQ)](/topic/$sq) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Mastercard, Inc. (MA)](/topic/$ma) [Basis Cash (BAC)](/topic/$bac) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Elastic N.V. (ESTC)](/topic/$estc) [H&R Block, Inc. (HRB)](/topic/$hrb) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Axon Enterprise, Inc. (AXON)](/topic/$axon) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Aercap Holdings N.V. (AER)](/topic/$aer) [Charter Communications Inc (CHTR)](/topic/$chtr) [Etsy Inc (ETSY)](/topic/$etsy) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Icahn Enterprises L.P (IEP)](/topic/$iep) [Coca-Cola Co (KO)](/topic/$ko) [Northrop Grumman Corporation (NOC)](/topic/$noc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@ztinvesting The payments business alone for $MELI is so exciting. Almost getting a call option on e-commerce logistics credit etc. Latina American e-commerce penetration is far below other countries. China: 28.2% United States: 15.2% Germany: 11.7% Brazil: 5.8% Mexico: 5.0% Long $MELI"  
[X Link](https://x.com/NrthStarCapital/status/1359544771853844481)  2021-02-10T16:48Z [----] followers, [--] engagements


"@DadInvest Top [--] Positions: - $BAC - $BRK.B - $BTI - $V - $KO #Fintwitfolio"  
[X Link](https://x.com/NrthStarCapital/status/1411363342707576832)  2021-07-03T16:36Z [----] followers, [--] engagements


"@ha_sonke Top [--] Positions: - $BTI - $FRE.DE - $BAYN.DE - $MO - $NOC #Fintwitfolio"  
[X Link](https://x.com/NrthStarCapital/status/1411363345375150081)  2021-07-03T16:36Z [----] followers, [--] engagements


"@jj_shipley @john_lawful Top Positions: - $FB - $SE - $DG - $BAM - $SWMAY #FinTwitFolio https://x.com/john_lawful/status/1443998735684538387s=20 https://x.com/john_lawful/status/1443998735684538387s=20"  
[X Link](https://x.com/NrthStarCapital/status/1444062050896973825)  2021-10-01T22:09Z [----] followers, [--] engagements


"@jj_shipley @john_lawful @thepupil11 Top [--] Positions: - $BRK.B - $PSHZF - $TGONF - $FRPH - $BSM #FinTwitFolio https://x.com/thepupil11/status/1443665194165620738s=20 About +27% YTD $CDR / $LAACZ / Royalties/Energy steppin' up to keep the ship afloat Disclaimer: probably riddled with errors given aggregation of many accounts https://t.co/6DDPtQi3dA https://x.com/thepupil11/status/1443665194165620738s=20 About +27% YTD $CDR / $LAACZ / Royalties/Energy steppin' up to keep the ship afloat Disclaimer: probably riddled with errors given aggregation of many accounts https://t.co/6DDPtQi3dA"  
[X Link](https://x.com/NrthStarCapital/status/1444063019638661125)  2021-10-01T22:13Z [----] followers, [--] engagements


"Land grab in RRPs for the US pouch market. "20 % of ZYN volumes were sold on promotion" "50% of competitor volumes sold on promotion" End state is a few dominant players and a normalized pricing environment. $PM $MO $BTI H/T: @LibrarianCap"  
[X Link](https://x.com/anyuser/status/1980675754284220635)  2025-10-21T16:41Z [----] followers, [----] engagements


"$SPOT has raised the price $2/month in the U.S. in nearly [--] years. If we've learned anything from $NFLX it's that consumers are willing to absorb higher prices. In the same time period Netflix has raised their prices by over 100%. Spotify red on price hike news is interesting Market thinks CEO left at the top perhaps Cant rip price forever Spotify red on price hike news is interesting Market thinks CEO left at the top perhaps Cant rip price forever"  
[X Link](https://x.com/anyuser/status/1993413713492107645)  2025-11-25T20:17Z [----] followers, [----] engagements


"$SPOT $NFLX"  
[X Link](https://x.com/anyuser/status/1993415481659678881)  2025-11-25T20:24Z [----] followers, [---] engagements


"@SouthernValue95 $CROX $EVO $LULU $AMZN"  
[X Link](https://x.com/NrthStarCapital/status/1994125901311951146)  2025-11-27T19:27Z [----] followers, [---] engagements


"@compound248 $2300 a month in take home pay after maxing out a 401K on a $65K salary . After rent and modest grocery budget that's not a lot left for discretionary spending or an emergency fund. Possible but very very challenging"  
[X Link](https://x.com/NrthStarCapital/status/1999560980351660361)  2025-12-12T19:24Z [----] followers, [---] engagements


"@fcfyplusg Facebook marketplace is booming $FB Also great for $WINA"  
[X Link](https://x.com/NrthStarCapital/status/2005803578494181733)  2025-12-30T00:50Z [----] followers, [---] engagements


"@girdley You're missing Raising Canes Also if you haven't checked out this episode of Founders it is probably right up your alley. https://open.spotify.com/episode/3yYOXaRLtp0WQ7Xo886z8usi=4a610e1d2de14c4b https://open.spotify.com/episode/3yYOXaRLtp0WQ7Xo886z8usi=4a610e1d2de14c4b"  
[X Link](https://x.com/NrthStarCapital/status/2006095050183180367)  2025-12-30T20:08Z [----] followers, [--] engagements


"Re-listened to the Invest Like the Best interview of Chuck Akre. What are good businesses today that are wrapped in bad balance sheets like his $AMT investment Not as drastic examples but $DND and $GFL seem like two good examples"  
[X Link](https://x.com/NrthStarCapital/status/1755293594506727822)  2024-02-07T18:12Z [----] followers, [----] engagements


"@junkbondinvest Youre looking at a time period where public equity markets rallied from the bottom starting in June [--] 70/30 is a great measure of opportunity cost but there is still a lot of noise in shorter term time periods like above. Better to compare endowment vs. 70/30 over full cycle"  
[X Link](https://x.com/NrthStarCapital/status/2016155388349927748)  2026-01-27T14:24Z [----] followers, [---] engagements


"@LSValue Top [--] Positions: - $ESTC - $TPB - $PAR - $THRY - $ROKU #Fintwitfolio Q2 2021: +6.6% YTD: +11.4% Q2 End Portfolio Top Positions: https://t.co/6t4Oo0wR0h Q2 2021: +6.6% YTD: +11.4% Q2 End Portfolio Top Positions: https://t.co/6t4Oo0wR0h"  
[X Link](https://x.com/NrthStarCapital/status/1411363327779934214)  2021-07-03T16:36Z [----] followers, [--] engagements


"@FoolAllTheTime - Great follow for semiconductor analysis. Top [--] Positions: - $MXCT - $SMHN - $VVI - $BRKS - $CAMT #Fintwitfolio"  
[X Link](https://x.com/NrthStarCapital/status/1411363329445146633)  2021-07-03T16:36Z [----] followers, [--] engagements


"Imagine being worth nearly $10b but still so broke that you have to pander to the administration to try make your $FNMA and $FMCC positions go up in value. We have reached a stage in our country where there are only two sides to every issue and every incident. Each side lives in protected echo chambers which are provided with a curated set of facts and/or video footage from certain camera angles that are consistent with the We have reached a stage in our country where there are only two sides to every issue and every incident. Each side lives in protected echo chambers which are provided with"  
[X Link](https://x.com/anyuser/status/2015510540689326196)  2026-01-25T19:42Z [----] followers, [----] engagements


"$INTU at 20x forward earnings and growing earnings at mid teens feels like a pretty good coffee can investment"  
[X Link](https://x.com/anyuser/status/2016909158553948624)  2026-01-29T16:19Z [----] followers, [----] engagements


"@TheLAPurchaser Hopefully $ISRG so I can buy more shares at a better valuation lol"  
[X Link](https://x.com/NrthStarCapital/status/2021304220834504874)  2026-02-10T19:24Z [----] followers, [---] engagements


"The amount of LMM PE firms Ive met with sayingWe acquired this $10M EBITDA business and they were still running on Quickbooks is shocking large. Business owners are too busy running their business to switch accounting payroll and invoice providers. AI doesnt change this Would love to ask people who sold $INTU this morning how AI will disrupt these products. Individuals and SMB owners will have Claude prepare tax returns or build PnLs Have you met these people Would love to ask people who sold $INTU this morning how AI will disrupt these products. Individuals and SMB owners will have Claude"  
[X Link](https://x.com/anyuser/status/2019423368584581238)  2026-02-05T14:50Z [----] followers, [---] engagements


"Big moves YTD in tax/accounting stocks where AI is creating terminal value risk $HRB -29% YTD (7x NTM Earnings) $INTU -39% YTD (17x NTM earnings) If robo advisors in wealth management are any sign of customer adoption for AI doing your taxes.probably a good opportunity here"  
[X Link](https://x.com/anyuser/status/2022398388722114802)  2026-02-13T19:52Z [----] followers, [---] engagements


"Great graphics from @VisualCap showing Tinder's dominance and the long runway for $MTCH and online dating. @LSValue @TidefallCapital"  
[X Link](https://x.com/NrthStarCapital/status/1283893713094270977)  2020-07-16T22:38Z [----] followers, [--] engagements


"$ROKU vs. $CMCSA is getting interesting. Comcast pulls NBCUniversal's TV Everywhere channels from Roku. Roku throwing shade "While these NBC TV Everywhere apps represent a very small number of streaming hours on our platform." Thoughts @LSValue @_Pat_Connolly @HedgeyeComm"  
[X Link](https://x.com/NrthStarCapital/status/1306970965306474497)  2020-09-18T14:58Z [----] followers, [--] engagements


"Marcus quietly becoming more than just a high yield savings account. Users can now link investment accounts credit cards and more to view transaction and balance history via Visa's newly acquired Plaid. @JerryCap $GS $V https://bit.ly/3dpl3Hz https://bit.ly/3dpl3Hz"  
[X Link](https://x.com/NrthStarCapital/status/1316095459719610369)  2020-10-13T19:16Z [----] followers, [--] engagements


"Found my old notes when I was working as a Hedge Fund Analyst at an Institutional Consultant. September [----] Meeting with Criterion (Tech L/S Manager): Salesforce next 100B-200B company Not a bad call Top Positions: 1) $SPLK 2) $NOW 3) $PANW 4) $WDAY"  
[X Link](https://x.com/NrthStarCapital/status/1358126606007549955)  2021-02-06T18:53Z [----] followers, [--] engagements


"Netflix - DVDs to Streaming Roku - Hardware to Ad-Supported/Platform Model Amazon - eCommerce to AWS Facebook - Shift to mobile and now shift to eCommerce Axon Enterprise/Taser - Taser Devices to Software/Cloud $NFLX $ROKU $AMZN $FB $AXON"  
[X Link](https://x.com/NrthStarCapital/status/1407072779602698240)  2021-06-21T20:27Z [----] followers, [--] engagements


"Q2 Portfolio Update: $AAPL $ROKU $ALGN $MELI $CRM $FB $MTCH $V $BABA $SPGI $GFL $LYV $MTN $PTON $TWTR #fintwitfolio"  
[X Link](https://x.com/NrthStarCapital/status/1411315761000419330)  2021-07-03T13:27Z [----] followers, [--] engagements


"@StuSim Top [--] Positions: - $AMZN - $CRWD - $FB - $LMND - $TSLA #Fintwitfolio June Portfolio Update by Portfolio Weight: $AMZN 14.8% $CRWD 11.8% $FB 11.7% $LMND 10.3% $TSLA 9.1% $GOOGL 8.2% $NVDA 8% $AAPL 7.3% $TWLO 4.5% $MGNI 3.4% $MSFT 2.9% $ESTC 2.4% $V 2% $ZM 1% $TTD 1% $ESPO 1% $SQ 0.5% MTD: 11.4% YTD: 10.7% vs $SPY 15% vs $ARKW 5% Trades Below 👇👇 June Portfolio Update by Portfolio Weight: $AMZN 14.8% $CRWD 11.8% $FB 11.7% $LMND 10.3% $TSLA 9.1% $GOOGL 8.2% $NVDA 8% $AAPL 7.3% $TWLO 4.5% $MGNI 3.4% $MSFT 2.9% $ESTC 2.4% $V 2% $ZM 1% $TTD 1% $ESPO 1% $SQ 0.5% MTD: 11.4% YTD: 10.7% vs"  
[X Link](https://x.com/NrthStarCapital/status/1411363333987618818)  2021-07-03T16:36Z [----] followers, [--] engagements


"@Crussian17 Top [--] Positions: - $APXT - $NTNX - $TWTR - $PD - $VWE #Fintwitfolio June Update: Portfolio YTD 159% Top positions: 1) $apxt (stock and calls) 2) $ntnx 3) $twtr (stock and calls) 4) $pd 5) $vwe 6) $bark 7) $gogo (stock and calls) 8) $pins 9) $amzn (calls) 10) $amd (calls) 11) $crm (calls) 12) $orgn 13) $yala (puts) June Update: Portfolio YTD 159% Top positions: 1) $apxt (stock and calls) 2) $ntnx 3) $twtr (stock and calls) 4) $pd 5) $vwe 6) $bark 7) $gogo (stock and calls) 8) $pins 9) $amzn (calls) 10) $amd (calls) 11) $crm (calls) 12) $orgn 13) $yala (puts)"  
[X Link](https://x.com/NrthStarCapital/status/1411363336588038144)  2021-07-03T16:36Z [----] followers, [--] engagements


"@ValueStockGeek Top Listed Positions: - $GD - $BIIB - $INTC - $SCHW #Fintwitfolio"  
[X Link](https://x.com/NrthStarCapital/status/1411365288361267201)  2021-07-03T16:44Z [----] followers, [--] engagements


"@PandaValue Top [--] Position: - $BRK - $FB - $EXXRF - $AER - $PROSY #Fintwitfolio Q2 performance & holdings update https://t.co/teQSq1loQx Q2 performance & holdings update https://t.co/teQSq1loQx"  
[X Link](https://x.com/NrthStarCapital/status/1411366232197054465)  2021-07-03T16:48Z [----] followers, [--] engagements


"@CasinoCapital Top [--] Positions: $TX AMGO.L $SGMO $ARLO $JAKK #Fintwitfolio Current portfolio in size order ($TX largest) Sold out of XERS CHRY.L TWTR after a good run Love steel/fertilizer tip-toeing back into shipping and gold GRPN ODX.L (covid testing) Kinda bearish so quite short indices & ADBE BYND PTON TSLA Long calls on BSM/CF/GRPN/MOS https://t.co/BAHPyoHieG Current portfolio in size order ($TX largest) Sold out of XERS CHRY.L TWTR after a good run Love steel/fertilizer tip-toeing back into shipping and gold GRPN ODX.L (covid testing) Kinda bearish so quite short indices & ADBE BYND"  
[X Link](https://x.com/NrthStarCapital/status/1411406294469206017)  2021-07-03T19:27Z [----] followers, [--] engagements


"@ConvexityCowboy Top [--] Positions: - $LBRDA - Sin Stock Basket ( $DEO $HEIO $AS $MO $PM $MDLZ) - $BRK.B - $GOOG - $SPGI #Fintwitfolio"  
[X Link](https://x.com/NrthStarCapital/status/1411407232554655746)  2021-07-03T19:31Z [----] followers, [--] engagements


"What other products/businesses does this apply to - Payment rails ( $V & $MA) wont be displaced by crypto - BNPL ( $AFRM & $AFTPY) wont replace credit for vast majority - Starlink wont replace broadband ( $CHTR & $CMCSA) What am I missing If youre going to build something to replace Excel it better be 100X better than Excel because 10X aint gonna cut it. If youre going to build something to replace Excel it better be 100X better than Excel because 10X aint gonna cut it"  
[X Link](https://x.com/NrthStarCapital/status/1429184471165702155)  2021-08-21T20:51Z [----] followers, [--] engagements


"Q3 Portfolio Update: $AAPL - 17.4% $ROKU - 11.3% $ALGN - 10.3% $MELI - 10.2% $CRM - 8.2% $FB - 7.0% $MTCH - 6.6% $V - 5.5% $GFL - 4.7% $SPGI - 4.3% $ETSY - 4.0% $BABA - 3.8% $MTN - 37% $TWTR - 1.8% $PTON - 1.3% #fintwitfolio"  
[X Link](https://x.com/NrthStarCapital/status/1444047306576306176)  2021-10-01T21:11Z [----] followers, [--] engagements


"@DadInvest Top [--] Positions: - $BAC - $BTI - $GTX - $BRK.B - $V #fintwitfolio"  
[X Link](https://x.com/NrthStarCapital/status/1444060339658711042)  2021-10-01T22:03Z [----] followers, [--] engagements


"@PandaValue Top [--] Positions: - $EXXRF - $BRK.B - $PROSY - $FB - $AER #fintwitfolio Q3 [----] Performance and Holdings Update: https://t.co/krjEIua2OP Q3 [----] Performance and Holdings Update: https://t.co/krjEIua2OP"  
[X Link](https://x.com/NrthStarCapital/status/1444060341541945344)  2021-10-01T22:03Z [----] followers, [--] engagements


"CEO of $ABNB What if we just turned off 100% of Marketing What would happen Everyone has been afraid to try that experiment. We were forced into that experiment and shut off $800 million of run-rate marketing and our traffic was still 95% of the year prior. $GOOGL $FB $abnb CEO what if we turned off 100% of marketing https://t.co/MXkwMVDYv7 $abnb CEO what if we turned off 100% of marketing https://t.co/MXkwMVDYv7"  
[X Link](https://x.com/NrthStarCapital/status/1468686738868654083)  2021-12-08T20:59Z [----] followers, [--] engagements


"Q1 Portfolio Update: $AAPL $MELI $ALGN $ROKU $CRM $V $FB $MTCH $GFL $SPGI $BABA $MTN $PYPL $ETSY $ATVI #FinTwitFolio"  
[X Link](https://x.com/NrthStarCapital/status/1509945413679394820)  2022-04-01T17:26Z [----] followers, [--] engagements


"@soonercapital $CHTR"  
[X Link](https://x.com/NrthStarCapital/status/1661495821106380801)  2023-05-24T22:14Z [----] followers, [--] engagements


"@WealthOrDie @sinstockpapi @TidefallCapital Elons most recent comp package at $TSLA comes to mind"  
[X Link](https://x.com/NrthStarCapital/status/1663255633322180615)  2023-05-29T18:46Z [----] followers, [--] engagements


"Pretty funny that my second investment ever ( $AAPL ) will likely be the best investment I ever make. 730% total return since inception with dividends re-invested. 25% annual CAGR"  
[X Link](https://x.com/NrthStarCapital/status/1745906650282693094)  2024-01-12T20:32Z [----] followers, [---] engagements


"What are we even doing anymore. Chuck Schumer now wants the government to crack down on Zyn calling it a "pouch full of problems." Mr. Schumer this will be your one and only warning on behalf of all the fellas: Do not cross that Rubicon. You will have reaped the whirlwind and you will pay the price. https://t.co/uGmDl5wYMh Chuck Schumer now wants the government to crack down on Zyn calling it a "pouch full of problems." Mr. Schumer this will be your one and only warning on behalf of all the fellas: Do not cross that Rubicon. You will have reaped the whirlwind and you will pay the price."  
[X Link](https://x.com/anyuser/status/1749923615510757385)  2024-01-23T22:34Z [--] followers, [----] engagements


"@SouthernValue95 @bad_news_barnes So were getting levered long $BLDR"  
[X Link](https://x.com/NrthStarCapital/status/1752768215329939933)  2024-01-31T18:58Z [----] followers, [---] engagements


"Update: $MELI TPV Q3 2023: $47.3B $SQ TPV Q3 2023: $60.1B MercadoLibre TPV as % of Square TPV. 79% CC: @bizalmanac"  
[X Link](https://x.com/NrthStarCapital/status/1755285423813791882)  2024-02-07T17:40Z [----] followers, [--] engagements


"Bill respectfully 14% of your portfolio is invested in these brands. Take a look at New Yorkers in [----] after a decade of economic exuberance. There were no gyms SoulCycles yoga classes or running shoes. There were no diets Ozempic USDA pyramids or degrees in nutrition science. Yet look at how lean everyone is. There is no obesity. Take a look at New Yorkers in [----] after a decade of economic exuberance. There were no gyms SoulCycles yoga classes or running shoes. There were no diets Ozempic USDA pyramids or degrees in nutrition science. Yet look at how lean everyone is. There is no obesity"  
[X Link](https://x.com/NrthStarCapital/status/1756716405192380508)  2024-02-11T16:26Z [----] followers, 292.1K engagements


"@InnocenceCapit1 Plenty of HIGH MARGIN soda. Careful what you wish for Mr. Ackman"  
[X Link](https://x.com/NrthStarCapital/status/1756725604173398255)  2024-02-11T17:03Z [----] followers, [----] engagements


"I know we like to dunk on Cramer and use him as a contra on here but. $NVDA is nearly a 20-bagger since he named his dog after the company 😂 Mr. Everest Nvidia meet the world https://t.co/5GvTecuNyz Mr. Everest Nvidia meet the world https://t.co/5GvTecuNyz"  
[X Link](https://x.com/NrthStarCapital/status/1758583788458696789)  2024-02-16T20:07Z [----] followers, 23.4K engagements


"@patrick_oshag Lego Patek Philippe Cargill"  
[X Link](https://x.com/NrthStarCapital/status/1759698260942291167)  2024-02-19T21:55Z [----] followers, [---] engagements


"In Q1 of [----] $MELI's TPV was 60% the size of $SQ's. Two years later they are nearly identical. Insane execution. $MELI TPV Q4 2023: $56.5B $SQ TPV Q4 2023: $57.5B 98%"  
[X Link](https://x.com/NrthStarCapital/status/1761067033632882708)  2024-02-23T16:34Z [----] followers, [--] engagements


"@LaissezFaire416 Whats the risk $PM follows the same multiple degradation path as $BTI cancel the damn dividend $BTI $BATS https://t.co/8trYhIc9YN cancel the damn dividend $BTI $BATS https://t.co/8trYhIc9YN"  
[X Link](https://x.com/NrthStarCapital/status/1764721164281102781)  2024-03-04T18:34Z [----] followers, [---] engagements


"@breadcrumbsre Advertisement and payments inside $MELI Hinge inside $MTCH"  
[X Link](https://x.com/NrthStarCapital/status/1779249087000240580)  2024-04-13T20:43Z [----] followers, [---] engagements


"@breadcrumbsre Veeva - Salesforce Monster - Coca Cola"  
[X Link](https://x.com/NrthStarCapital/status/1781532942134575238)  2024-04-20T03:58Z [----] followers, [---] engagements


"@BillBrewsterTBB [--] Celsius for the price of one Starbucks drink. Lots of pricing power left for Celsius. $CELH $SBUX"  
[X Link](https://x.com/NrthStarCapital/status/1785487243244720289)  2024-05-01T01:51Z [----] followers, [---] engagements


"320000+ people waiting for DFV/Roaring Kitty 😲 $GME"  
[X Link](https://x.com/NrthStarCapital/status/1799109162980548743)  2024-06-07T16:00Z [----] followers, [---] engagements


"Roaring Kitty down a casual $235M today. $160M in shares $161M in call options $29.4M in cash $GME"  
[X Link](https://x.com/NrthStarCapital/status/1799124619175272634)  2024-06-07T17:01Z [----] followers, [---] engagements


"@LaissezFaire416 Doesnt $MO still own a minority piece"  
[X Link](https://x.com/NrthStarCapital/status/1799134006371614894)  2024-06-07T17:39Z [----] followers, [--] engagements


"@LaissezFaire416 In the US they are at about a 12% market share today. NY Boston and Florida have all gotten to north of 20% share I think I remember reading. Amazon is also north of 20% market share. Global share they are much smaller since intl is just really starting to ramp with Pepsi"  
[X Link](https://x.com/NrthStarCapital/status/1801455506789105922)  2024-06-14T03:23Z [----] followers, [--] engagements


"@LaissezFaire416 They launched in Canada at the start of [----] and already have a 5.5% share which is pretty crazy. Rolling out in UK Ireland Australia & France now. Re: expanding the category. Celsius has accounted for over 40% of energy category dollar growth so far in 2024"  
[X Link](https://x.com/NrthStarCapital/status/1801459351447601162)  2024-06-14T03:39Z [----] followers, [--] engagements


"@LaissezFaire416 @bizalmanac @EquityBrian @MarceloPLima Aspirational luxury is probably a better description. $40k entry point makes it feel like more comparable to West Elm/Pottery Barn. Agree that customers love for the cars is very Apple like. Fair or unfair the public opinion has turned on Elon & thats a problem for Tesla"  
[X Link](https://x.com/NrthStarCapital/status/1804352416113938629)  2024-06-22T03:15Z [----] followers, [--] engagements


"At a certain point the decision by $UBER to throw in the towel on self driving has to come back to bite them. Going to be far into the future but not owning this technology creates real terminal value risk. Waymo growth in driverless miles driven. $goog https://t.co/21l1NqsBzy Waymo growth in driverless miles driven. $goog https://t.co/21l1NqsBzy"  
[X Link](https://x.com/NrthStarCapital/status/1805661136315949263)  2024-06-25T17:55Z [----] followers, [---] engagements


"The organic content (advertising) created by consumers for Zyn is a huge advantage in a world where tobacco companies cant advertise. $PM This is a great ad for ZYN 😂⛳ https://t.co/p4Q6JxjKgL This is a great ad for ZYN 😂⛳ https://t.co/p4Q6JxjKgL"  
[X Link](https://x.com/NrthStarCapital/status/1806712103010492769)  2024-06-28T15:31Z [----] followers, [---] engagements


"$NKE NTM EV/EBIT: 20.3x $LULU NTM EV/EBIT: 11.5x Seems like there is a good trade in there. 🤷♂"  
[X Link](https://x.com/NrthStarCapital/status/1819441488431829136)  2024-08-02T18:33Z [----] followers, [---] engagements


"Last time $NKE was more expensive than $LULU on an EV/EBIT basis for an extended period of time was May 22' - Dec 23' $NKE Return: 3% $LULU Return: 87%"  
[X Link](https://x.com/NrthStarCapital/status/1819441490684207439)  2024-08-02T18:33Z [----] followers, [---] engagements


"@SnupSnus @compoundpapi They didn't specify but likely just US"  
[X Link](https://x.com/NrthStarCapital/status/1820900041571356963)  2024-08-06T19:09Z [----] followers, [--] engagements


"@compoundpapi Give me the Jesus sandals that have a [--] year replacement cycle. Both are way too expensive. $CROX is the value play in footwear. IYKYK"  
[X Link](https://x.com/NrthStarCapital/status/1820943200686682246)  2024-08-06T22:01Z [----] followers, [---] engagements


"@TidefallCapital From this list: $FICO $ISRG $AXON Not buying at these multiples but these are good businesses"  
[X Link](https://x.com/NrthStarCapital/status/1821988669160603997)  2024-08-09T19:15Z [----] followers, [---] engagements


"@compoundpapi Throughput growth was a big part of his success at $CMG Leaving a Chipotle because the line was out the door used to be a huge problem. That problem has largely addressed with second line implementations and mobile order. Throughput feels like less of a problem for Starbucks"  
[X Link](https://x.com/NrthStarCapital/status/1823456122105139225)  2024-08-13T20:26Z [----] followers, [---] engagements


"@CJ0pp3l 5x - shares of $MELI"  
[X Link](https://x.com/NrthStarCapital/status/1825741923174195334)  2024-08-20T03:49Z [----] followers, [---] engagements


"@FrankieFF_ Its not $2B in AUM its $2B in total transaction value (equity and debt). Very subtle but misleading way to make them appear to be a much larger Firm than they actually are"  
[X Link](https://x.com/NrthStarCapital/status/1827390437004329226)  2024-08-24T17:00Z [----] followers, [---] engagements


"@compoundpapi @BillBrewsterTBB No comment on valuation but Barry's thoughts below are the prevailing thoughts for most RIAs. There are few private market Firms who have the scale salesforce and infra to tackle the massive opportunity in the retail channel. $BX is one of them. https://x.com/NrthStarCapital/status/1450925015906586631 This is the simple thesis for why you should consider owning the large alternative managers. $BX $KKR $BAM https://x.com/NrthStarCapital/status/1450925015906586631 This is the simple thesis for why you should consider owning the large alternative managers. $BX $KKR"  
[X Link](https://x.com/NrthStarCapital/status/1861532812731392234)  2024-11-26T22:09Z [----] followers, [---] engagements


"@bizalmanac Don't forget $OWL"  
[X Link](https://x.com/NrthStarCapital/status/1864740322800009640)  2024-12-05T18:35Z [----] followers, [---] engagements


"Update: $LULU +73% $NKE +9% Valuation gap closing quickly. $NKE NTM EV/EBIT: 20.3x $LULU NTM EV/EBIT: 11.5x Seems like there is a good trade in there. 🤷♂ https://t.co/BYmGqxpwQi $NKE NTM EV/EBIT: 20.3x $LULU NTM EV/EBIT: 11.5x Seems like there is a good trade in there. 🤷♂ https://t.co/BYmGqxpwQi"  
[X Link](https://x.com/NrthStarCapital/status/1865082229874938303)  2024-12-06T17:13Z [----] followers, [---] engagements


"Its crazy how fast you can sell things on Facebook Marketplace. Sold a set of dining chairs on marketplace that were picked up and paid for in [--] minutes. That alone is worth keeping my Facebook blue account. $META"  
[X Link](https://x.com/NrthStarCapital/status/1866992542081818837)  2024-12-11T23:44Z [----] followers, [---] engagements


"@TidefallCapital - Branded Tumi duffel bag - Tile/Airtags - Bombas Socks/Slippers (Portfolio Company)"  
[X Link](https://x.com/NrthStarCapital/status/1868484156843573584)  2024-12-16T02:31Z [----] followers, [---] engagements


"@compoundpapi @CompounderB Durable.People have been calling the shoes a fad since they were created in [----]. [--] years later and the brand/shoe resonates with Boomers GenX Millenials and GenZ across different socioeconomic backgrounds across geographies in the US and now internationally"  
[X Link](https://x.com/NrthStarCapital/status/1870251883811549268)  2024-12-20T23:36Z [----] followers, [---] engagements


"@compoundpapi @CompounderB Business trades at around 8x earnings today. $CROX has de-levered post HeyDude to 1.5x net debt/EBITDA and most of FCF should go to repurchasing shares"  
[X Link](https://x.com/NrthStarCapital/status/1870255226445541699)  2024-12-20T23:49Z [----] followers, [---] engagements


"@compoundpapi @CompounderB $CROX Repurchased $110M of shares in Q3 [----] and also repaid $140M of debt. A $110M/quarter buyback retires 7% of shares in a single year. A $250M/quarter buyback (Q3 debt paydown + Q3 buyback) retires 15% of shares in a single year"  
[X Link](https://x.com/NrthStarCapital/status/1870256077310218452)  2024-12-20T23:52Z [----] followers, [---] engagements


"@compoundpapi @CompounderB @investingnick Management wanted to de-lever the business following the HeyDude acquisition. Buybacks started again in May of [----]. Repurchased $175M of shares in Q2 and $150M of shares in Q3. https://x.com/NrthStarCapital/status/1870256077310218452 @compoundpapi @CompounderB $CROX Repurchased $110M of shares in Q3 [----] and also repaid $140M of debt. A $110M/quarter buyback retires 7% of shares in a single year. A $250M/quarter buyback (Q3 debt paydown + Q3 buyback) retires 15% of shares in a single year. https://x.com/NrthStarCapital/status/1870256077310218452"  
[X Link](https://x.com/NrthStarCapital/status/1870258458710224996)  2024-12-21T00:02Z [----] followers, [---] engagements


"Really impressed with Turo after using it on vacation Infinitely better user experience than renting a car through Hertz/Avis Skip the long lines of car rental walk straight to the car at the airport parking lot message owner to unlock the car remotely and thats it. $IAC"  
[X Link](https://x.com/NrthStarCapital/status/1876362315051987024)  2025-01-06T20:16Z [----] followers, [---] engagements


"Somebody needs to make a list where they rank people by how much wealth theyve created for other peopleIve created something like $2.1 trillion in wealth for other people. That should put me pretty high on some kind of list - Jeff Bezos Literally anyone could have purchased stock in any of these companies and also made life-changing returns. But many of you would rather complain than work hard or invest. Anyway this is not a zero sum game you see this when you grow up. Literally anyone could have purchased stock in any of these companies and also made life-changing returns. But many of you"  
[X Link](https://x.com/NrthStarCapital/status/1876396642120901091)  2025-01-06T22:33Z [----] followers, [----] engagements


"@compoundpapi The success of the Gores family is pretty incredible if you dont know about his brothers. https://www.maxim.com/news/gores-brothers-american-dream-2018-6/ https://www.maxim.com/news/gores-brothers-american-dream-2018-6/"  
[X Link](https://x.com/NrthStarCapital/status/1877592938491859367)  2025-01-10T05:46Z [----] followers, [---] engagements


"Pretty crazy to see expensive names like $AXON and $TYL hold up so well in this market YTD. $AXON -13% YTD trading at 50x NTM PE $TYL -1% YTD trading at 90x NTM PE Especially so given DOGE and focus on government spending"  
[X Link](https://x.com/NrthStarCapital/status/1906740521483084146)  2025-03-31T16:09Z [----] followers, [---] engagements


"In SF for work & traveling by Waymo is a way better experience Takeaways: - Shocked by how comfortable I was without human driving - Handled driving edge cases really well (bus blocking a lane construction) - Pricing is = Uber but would pay a premium $GOOG $UBER"  
[X Link](https://x.com/anyuser/status/1910014359318978848)  2025-04-09T16:58Z [----] followers, [---] engagements


"@InnocenceCapit1 Yes let me as a consumer forgo my credit card points/miles/cash back so Walmart and Amazon can have higher margins"  
[X Link](https://x.com/NrthStarCapital/status/1933545142662602849)  2025-06-13T15:21Z [----] followers, [--] engagements


"@JerryCap Technology like the Ring doorbell life360 and find my friends killed the house party"  
[X Link](https://x.com/NrthStarCapital/status/1941261555217334272)  2025-07-04T22:23Z [----] followers, [----] engagements


"@bucketshopcap @mev_sam1 What are your favorite spots in Switzerland"  
[X Link](https://x.com/NrthStarCapital/status/1941286166504067480)  2025-07-05T00:01Z [----] followers, [---] engagements


"$FICO - 17% Effective today to increase competition to the Credit Score Ecosystem and consistent with President Trumps landslide mandate to lower costs Fannie and Freddie will ALLOW lenders to use Vantage [---] Score with no current requirement to build new infrastructure (stays Tri Merge). Effective today to increase competition to the Credit Score Ecosystem and consistent with President Trumps landslide mandate to lower costs Fannie and Freddie will ALLOW lenders to use Vantage [---] Score with no current requirement to build new infrastructure (stays Tri Merge)"  
[X Link](https://x.com/anyuser/status/1942632514054484239)  2025-07-08T17:10Z [----] followers, [----] engagements


"@tompaja @SleepwellCap +1 for roborock"  
[X Link](https://x.com/NrthStarCapital/status/1942664737017229397)  2025-07-08T19:19Z [----] followers, [--] engagements


"@ErnestWongBWM It's interesting because Pepsi has done it somewhat successfully with Bubbly after seeing the success of the sparkling water category/LaCroix. $PEP $FIZZ"  
[X Link](https://x.com/NrthStarCapital/status/1945123025206087708)  2025-07-15T14:07Z [----] followers, [---] engagements


"Can we stop giving away free shit to old people who have had the longest time to compound their money and already receive an insane amount of entitlements that no future generation will likely receive the same scale of There is absolutely no rational reason for a [--] year old who owns their home to still be paying property taxes. It's absurd. There is absolutely no rational reason for a [--] year old who owns their home to still be paying property taxes. It's absurd"  
[X Link](https://x.com/anyuser/status/1945815467286843754)  2025-07-17T11:58Z [----] followers, [---] engagements


"@WSJ plz fix thx"  
[X Link](https://x.com/NrthStarCapital/status/1946322881589268936)  2025-07-18T21:35Z [----] followers, [--] engagements


"@AutumnCapital @compoundpapi I think theres more to the story than just supply. Premium Zyn price + improved Velo product + [--] Zyn pouches vs. [--] Velo pouches all are playing a role in market share changes. Long term both of these are fine and it will be a Coke/pepsi market dynamic I think"  
[X Link](https://x.com/NrthStarCapital/status/1947780994716819963)  2025-07-22T22:09Z [----] followers, [--] engagements


"Price is what you pay value is what you get. Crocs today trades for 7.4x EBITDA & 8.4x [--] earnings estimates; a fraction of the peer group and near its decade lows. $CROX buying back shares meaningfully. 8% (4.9m shares) of shares outstanding retired in the last [--] months $CROX "Its not like people havent heard of using social media to create brand awareness and brand relevance but this management team is just doing it better. - UBS (2023) I handle a lot of the Tegus calls on the company and it's the same message from industry insiders. $CROX "Its not like people havent heard of using social"  
[X Link](https://x.com/anyuser/status/1952080627605590352)  2025-08-03T18:54Z [----] followers, [----] engagements


"$EVO quietly deleting 2% of the shares outstanding in [--] months. Not bad for a company who prefers dividends to buybacks"  
[X Link](https://x.com/anyuser/status/1955302690604392691)  2025-08-12T16:17Z [----] followers, [----] engagements


"@compoundpapi Homes cars watches and showcasing expensive vacations on instagram are the few socially acceptable ways to flaunt wealth. Not socially acceptable to show a screenshot of a 7/8 figure investment portfolio"  
[X Link](https://x.com/NrthStarCapital/status/1958141407366971802)  2025-08-20T12:17Z [----] followers, [--] engagements


"@inglouriouscap Meta"  
[X Link](https://x.com/NrthStarCapital/status/1968103535633211665)  2025-09-17T00:03Z [----] followers, [--] engagements


"@compoundpapi I think there are some interesting use cases. Seeing more POV style content filmed on TikTok using the Meta Ray-Ban glasses. The sports glasses provide interesting use cases (cycling skiing/snowboarding running baseball etc.). Probably makes $GPRO a terminal short"  
[X Link](https://x.com/NrthStarCapital/status/1968689450591957190)  2025-09-18T14:51Z [----] followers, [---] engagements


"Just casually staying in and playing some N64 Super Smash Bros. on a Friday night. #howsyourfriday"  
[X Link](https://x.com/NrthStarCapital/status/391434872612331520)  2013-10-19T05:25Z [----] followers, [--] engagements


"Thread of FinTwit Thread Usernames 👇 RT to spread awareness and DM me or reply to be included"  
[X Link](https://x.com/anyuser/status/1676758258529316864)  2023-07-06T01:01Z [----] followers, 34.4K engagements


"Big moves YTD in tax/accounting stocks where AI is creating terminal value risk $HRB -29% YTD (7x NTM Earnings) $INTU -39% YTD (17x NTM earnings) If robo advisors in wealth management are any sign of customer adoption for AI doing your taxes.probably a good opportunity here"  
[X Link](https://x.com/anyuser/status/2022398388722114802)  2026-02-13T19:52Z [----] followers, [---] engagements


"The amount of LMM PE firms Ive met with sayingWe acquired this $10M EBITDA business and they were still running on Quickbooks is shocking large. Business owners are too busy running their business to switch accounting payroll and invoice providers. AI doesnt change this Would love to ask people who sold $INTU this morning how AI will disrupt these products. Individuals and SMB owners will have Claude prepare tax returns or build PnLs Have you met these people Would love to ask people who sold $INTU this morning how AI will disrupt these products. Individuals and SMB owners will have Claude"  
[X Link](https://x.com/anyuser/status/2019423368584581238)  2026-02-05T14:50Z [----] followers, [---] engagements


"Would love to ask people who sold $INTU this morning how AI will disrupt these products. Individuals and SMB owners will have Claude prepare tax returns or build PnLs Have you met these people"  
[X Link](https://x.com/anyuser/status/2019079973907103814)  2026-02-04T16:05Z 19.2K followers, 11.3K engagements


"$INTU at 20x forward earnings and growing earnings at mid teens feels like a pretty good coffee can investment"  
[X Link](https://x.com/anyuser/status/2016909158553948624)  2026-01-29T16:19Z [----] followers, [----] engagements


"Imagine being worth nearly $10b but still so broke that you have to pander to the administration to try make your $FNMA and $FMCC positions go up in value. We have reached a stage in our country where there are only two sides to every issue and every incident. Each side lives in protected echo chambers which are provided with a curated set of facts and/or video footage from certain camera angles that are consistent with the We have reached a stage in our country where there are only two sides to every issue and every incident. Each side lives in protected echo chambers which are provided with"  
[X Link](https://x.com/anyuser/status/2015510540689326196)  2026-01-25T19:42Z [----] followers, [----] engagements


"We have reached a stage in our country where there are only two sides to every issue and every incident. Each side lives in protected echo chambers which are provided with a curated set of facts and/or video footage from certain camera angles that are consistent with the preexisting views and conclusions of that side. Individuals are convicted of serious crimes in the headlines by politicians appealing to their base and ultimately in the minds of the public or they are exonerated before all of the facts are in and a detailed investigation has been completed. This is not good for America. We"  
[X Link](https://x.com/anyuser/status/2015156817999872333)  2026-01-24T20:16Z 2M followers, 3.6M engagements


"$SPOT has raised the price $2/month in the U.S. in nearly [--] years. If we've learned anything from $NFLX it's that consumers are willing to absorb higher prices. In the same time period Netflix has raised their prices by over 100%. Spotify red on price hike news is interesting Market thinks CEO left at the top perhaps Cant rip price forever Spotify red on price hike news is interesting Market thinks CEO left at the top perhaps Cant rip price forever"  
[X Link](https://x.com/anyuser/status/1993413713492107645)  2025-11-25T20:17Z [----] followers, [----] engagements


"Spotify red on price hike news is interesting Market thinks CEO left at the top perhaps Cant rip price forever"  
[X Link](https://x.com/anyuser/status/1993384355021177054)  2025-11-25T18:20Z 173.1K followers, 32.1K engagements


"$SPOT $NFLX"  
[X Link](https://x.com/anyuser/status/1993415481659678881)  2025-11-25T20:24Z [----] followers, [---] engagements


"KOC dialing up a pass play on 3rd and short"  
[X Link](https://x.com/anyuser/status/1990153218874368125)  2025-11-16T20:21Z [----] followers, [---] engagements


"I know we like to dunk on Cramer and use him as a contra on here but. $NVDA is nearly a 50+ bagger since he named his dog after the company 😂 Mr. Everest Nvidia meet the world https://t.co/5GvTecuNyz Mr. Everest Nvidia meet the world https://t.co/5GvTecuNyz"  
[X Link](https://x.com/anyuser/status/1986105991478354058)  2025-11-05T16:19Z [----] followers, [---] engagements


"Mr. Everest Nvidia meet the world"  
[X Link](https://x.com/jimcramer/status/877164148848721920)  2017-06-20T14:00Z 2.3M followers, [---] engagements


"Land grab in RRPs for the US pouch market. "20 % of ZYN volumes were sold on promotion" "50% of competitor volumes sold on promotion" End state is a few dominant players and a normalized pricing environment. $PM $MO $BTI H/T: @LibrarianCap"  
[X Link](https://x.com/anyuser/status/1980675754284220635)  2025-10-21T16:41Z [----] followers, [----] engagements


"I have seen how the perception of SPACs became clouded particularly related to sponsor compensation forward guidance and retail investors involvement. With American Exceptionalism Acquisition Corp. A I wanted to address this directly and make improvements based on what Ive I have seen how the perception of SPACs became clouded particularly related to sponsor compensation forward guidance and retail investors involvement. With American Exceptionalism Acquisition Corp. A I wanted to address this directly and make improvements based on what Ive"  
[X Link](https://x.com/anyuser/status/1972814971496206448)  2025-09-30T00:05Z [----] followers, [---] engagements


"I have seen how the perception of SPACs became clouded particularly related to sponsor compensation forward guidance and retail investors involvement. With American Exceptionalism Acquisition Corp. A I wanted to address this directly and make improvements based on what Ive learned. With respect to alignment of interests I am proud to announce that we have successfully priced a SPAC with no warrants and where the sponsors compensation is entirely and directly tied to stock price appreciation. The sponsors founder shares are not earned unless the stock price increases at least 50% following a"  
[X Link](https://x.com/anyuser/status/1972811873562320930)  2025-09-29T23:52Z 2M followers, 540K engagements


"Had decent sized hail at my house last night. There were [--] roofing companies door knocking before 2PM today"  
[X Link](https://x.com/anyuser/status/1970296782157725998)  2025-09-23T01:18Z [----] followers, [--] engagements


"$EVO quietly deleting 2% of the shares outstanding in [--] months. Not bad for a company who prefers dividends to buybacks"  
[X Link](https://x.com/anyuser/status/1955302690604392691)  2025-08-12T16:17Z [----] followers, [----] engagements


"Price is what you pay value is what you get. Crocs today trades for 7.4x EBITDA & 8.4x [--] earnings estimates; a fraction of the peer group and near its decade lows. $CROX buying back shares meaningfully. 8% (4.9m shares) of shares outstanding retired in the last [--] months $CROX "Its not like people havent heard of using social media to create brand awareness and brand relevance but this management team is just doing it better. - UBS (2023) I handle a lot of the Tegus calls on the company and it's the same message from industry insiders. $CROX "Its not like people havent heard of using social"  
[X Link](https://x.com/anyuser/status/1952080627605590352)  2025-08-03T18:54Z [----] followers, [----] engagements


"$CROX "Its not like people havent heard of using social media to create brand awareness and brand relevance but this management team is just doing it better. - UBS (2023) I handle a lot of the Tegus calls on the company and it's the same message from industry insiders"  
[X Link](https://x.com/anyuser/status/1952027568279867522)  2025-08-03T15:23Z 39.6K followers, 14K engagements


"Can we stop giving away free shit to old people who have had the longest time to compound their money and already receive an insane amount of entitlements that no future generation will likely receive the same scale of There is absolutely no rational reason for a [--] year old who owns their home to still be paying property taxes. It's absurd. There is absolutely no rational reason for a [--] year old who owns their home to still be paying property taxes. It's absurd"  
[X Link](https://x.com/anyuser/status/1945815467286843754)  2025-07-17T11:58Z [----] followers, [---] engagements


"There is absolutely no rational reason for a [--] year old who owns their home to still be paying property taxes. It's absurd"  
[X Link](https://x.com/anyuser/status/1945155190832701604)  2025-07-15T16:15Z 637.5K followers, 8.9M engagements


"$FICO - 17% Effective today to increase competition to the Credit Score Ecosystem and consistent with President Trumps landslide mandate to lower costs Fannie and Freddie will ALLOW lenders to use Vantage [---] Score with no current requirement to build new infrastructure (stays Tri Merge). Effective today to increase competition to the Credit Score Ecosystem and consistent with President Trumps landslide mandate to lower costs Fannie and Freddie will ALLOW lenders to use Vantage [---] Score with no current requirement to build new infrastructure (stays Tri Merge)"  
[X Link](https://x.com/anyuser/status/1942632514054484239)  2025-07-08T17:10Z [----] followers, [----] engagements


"Effective today to increase competition to the Credit Score Ecosystem and consistent with President Trumps landslide mandate to lower costs Fannie and Freddie will ALLOW lenders to use Vantage [---] Score with no current requirement to build new infrastructure (stays Tri Merge)"  
[X Link](https://x.com/anyuser/status/1942589271702962447)  2025-07-08T14:19Z 3M followers, 1.2M engagements


"🐐 The 'rails' duo Mastercard and Visa are at all-time highs. $MA $V https://t.co/yPBzsyQUBB The 'rails' duo Mastercard and Visa are at all-time highs. $MA $V https://t.co/yPBzsyQUBB"  
[X Link](https://x.com/anyuser/status/1932961584286212151)  2025-06-12T00:42Z [----] followers, [---] engagements


"The 'rails' duo Mastercard and Visa are at all-time highs. $MA $V"  
[X Link](https://x.com/anyuser/status/1932791458437935430)  2025-06-11T13:26Z 72.7K followers, 13.3K engagements


"Anecdotally have seen way more Rivians lately In Q1 [----] $TSLA had 75% market share of EVs in the United States Today that has fallen to 43.5% In Q1 [----] $TSLA had 75% market share of EVs in the United States Today that has fallen to 43.5%"  
[X Link](https://x.com/anyuser/status/1932216840387719279)  2025-06-09T23:22Z [----] followers, [---] engagements


"In Q1 [----] $TSLA had 75% market share of EVs in the United States Today that has fallen to 43.5%"  
[X Link](https://x.com/anyuser/status/1932147909606445339)  2025-06-09T18:48Z 13.1K followers, [----] engagements


"Everybody loves a good grudge 😂 My short was $IEP Icahn Enterprises. My short was $IEP Icahn Enterprises"  
[X Link](https://x.com/anyuser/status/1918460835669680486)  2025-05-03T00:21Z [----] followers, [---] engagements


"My short was $IEP Icahn Enterprises. Congratulations to @BillAckman the winner of the inaugural Pick-a-Ticker competition. $FNMA $HOOD $VRNA The Robin Hood Foundation a charitable organization committed to alleviating poverty in New York City has enlisted the boldest names in finance in a stock-picking contest. https://t.co/ssAXdRJ2A9 Congratulations to @BillAckman the winner of the inaugural Pick-a-Ticker competition. $FNMA $HOOD $VRNA The Robin Hood Foundation a charitable organization committed to alleviating poverty in New York City has enlisted the boldest names in finance in a"  
[X Link](https://x.com/anyuser/status/1918305221328920632)  2025-05-02T14:02Z 2M followers, 1.4M engagements


"The fiscal conservatism leaving a boomer's body when you mention entitlement reform"  
[X Link](https://x.com/anyuser/status/1917908392695271440)  2025-05-01T11:46Z 37.8K followers, 255.7K engagements


"In SF for work & traveling by Waymo is a way better experience Takeaways: - Shocked by how comfortable I was without human driving - Handled driving edge cases really well (bus blocking a lane construction) - Pricing is = Uber but would pay a premium $GOOG $UBER"  
[X Link](https://x.com/anyuser/status/1910014359318978848)  2025-04-09T16:58Z [----] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing