# ![@RonShamgar Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::964688233354354688.png) @RonShamgar Ron Shamgar

Ron Shamgar posts on X about ai, stocks, $bvs, sentiment the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::964688233354354688/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::964688233354354688/c:line/m:interactions.svg)

- [--] Week [------] +55%
- [--] Month [-------] +96%
- [--] Months [-------] +21%
- [--] Year [---------] +9.70%

### Mentions: [--] [#](/creator/twitter::964688233354354688/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::964688233354354688/c:line/m:posts_active.svg)

- [--] Week [--] -45%
- [--] Month [---] -9.60%
- [--] Months [---] +14%
- [--] Year [-----] +12%

### Followers: [------] [#](/creator/twitter::964688233354354688/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::964688233354354688/c:line/m:followers.svg)

- [--] Week [------] +0.29%
- [--] Month [------] +0.75%
- [--] Months [------] +4.30%
- [--] Year [------] +9%

### CreatorRank: [-------] [#](/creator/twitter::964688233354354688/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::964688233354354688/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39.68% [stocks](/list/stocks)  20.63% [cryptocurrencies](/list/cryptocurrencies)  15.87% [technology brands](/list/technology-brands)  4.23% [countries](/list/countries)  3.17% [travel destinations](/list/travel-destinations)  1.59% [currencies](/list/currencies)  1.06% [automotive brands](/list/automotive-brands)  0.53% [exchanges](/list/exchanges)  0.53% [celebrities](/list/celebrities)  0.53%

**Social topic influence**
[ai](/topic/ai) 15.34%, [stocks](/topic/stocks) 6.88%, [$bvs](/topic/$bvs) #1, [sentiment](/topic/sentiment) #947, [bullish](/topic/bullish) 3.7%, [in the](/topic/in-the) 3.7%, [$edu](/topic/$edu) 3.7%, [strong](/topic/strong) 3.7%, [vibe coding](/topic/vibe-coding) #477, [debt](/topic/debt) 3.7%

**Top accounts mentioned or mentioned by**
[@ryutay](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@stardestr0yer](/creator/undefined) [@nobody_but_m3](/creator/undefined) [@igordownunder](/creator/undefined) [@ryu_tay](/creator/undefined) [@rhysdiab](/creator/undefined) [@nobodybutm3](/creator/undefined) [@alisterberkeley](/creator/undefined) [@tommyr345](/creator/undefined) [@johnwickpencil](/creator/undefined) [@chinata80951926](/creator/undefined) [@durablecreators](/creator/undefined) [@amitisinvesting](/creator/undefined) [@jcenere](/creator/undefined) [@arrowinvestor](/creator/undefined) [@tonkatsu99](/creator/undefined) [@charliesg0](/creator/undefined) [@markgardn](/creator/undefined) [@pupst](/creator/undefined)

**Top assets mentioned**
[Bioventus Inc. (BVS)](/topic/$bvs) [Open Campus (EDU)](/topic/$edu) [MYX Finance (MYX)](/topic/$myx) [Chain Talk Daily (CTD)](/topic/$ctd) [ZipRecruiter, Inc. (ZIP)](/topic/$zip) [Humana Inc (HUM)](/topic/$hum) [myDID (SYL)](/topic/$syl) [Ethlas (ELS)](/topic/$els) [Vaulta (A)](/topic/$eos) [ResMed Inc. (RMD)](/topic/$rmd) [Fluence (FLT)](/topic/$flt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [PPL Corp (PPL)](/topic/$ppl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"We published an article today: The Ozempic moment for SaaS We believe AI is will only increase demand for SaaS and make these companies MORE profitable Just like liberation day scare - ALL the experts were wrong on Tariffs 💯 👇👇👇 https://tamim.com.au/stock-insight/the-ozempic-moment-for-saas/ https://tamim.com.au/stock-insight/the-ozempic-moment-for-saas/"  
[X Link](https://x.com/RonShamgar/status/2019355186763075927)  2026-02-05T10:19Z 10.9K followers, [----] engagements


"$TYR new ceo worked at ingenico 2021-25. ingenico got taken over in [----] Just saying 👀 Tyro $TYR new ceo looks good. and is also has working experience with Private equity as a partner 👀 👇👇👇 https://t.co/r0XZCWCBFs Tyro $TYR new ceo looks good. and is also has working experience with Private equity as a partner 👀 👇👇👇 https://t.co/r0XZCWCBFs"  
[X Link](https://x.com/RonShamgar/status/1985857700698477055)  2025-11-04T23:52Z 10.8K followers, [----] engagements


"$CTD seems like a huge scandal We never understood why investors over the years liked this biz so much 🤔 (Never held) https://www.afr.com/companies/transport/corporate-travel-further-delays-results-as-accounting-scandal-deepens-20251128-p5nj6g https://www.afr.com/companies/transport/corporate-travel-further-delays-results-as-accounting-scandal-deepens-20251128-p5nj6g"  
[X Link](https://x.com/RonShamgar/status/1994909002086715494)  2025-11-29T23:19Z 10.8K followers, [----] engagements


"If $CTD loses their IATAS license then possibly game over 👀 (Never held) 👇👇👇 https://www.linkedin.com/posts/adam-schwab-64b439a_pretty-cool-that-the-contrarians-with-adam-activity-7401698384249860096-plHEutm_medium=ios_app&rcm=ACoAAAWuMW4BMbjGRUho5y3EEg0qyVKwdkNEiRQ&utm_source=social_share_send&utm_campaign=whatsapp https://www.linkedin.com/posts/adam-schwab-64b439a_pretty-cool-that-the-contrarians-with-adam-activity-7401698384249860096-plHEutm_medium=ios_app&rcm=ACoAAAWuMW4BMbjGRUho5y3EEg0qyVKwdkNEiRQ&utm_source=social_share_send&utm_campaign=whatsapp"  
[X Link](https://x.com/RonShamgar/status/1995971248212627461)  2025-12-02T21:40Z 10.8K followers, [----] engagements


"$ZIP director buying $185k 💪🏻💪🏻"  
[X Link](https://x.com/RonShamgar/status/1996694667464003849)  2025-12-04T21:34Z 10.8K followers, [----] engagements


"@ryu_tay We love $SYL Only stock going up in this market 🤣💪🏻"  
[X Link](https://x.com/RonShamgar/status/1997093612216373624)  2025-12-05T23:59Z 10.8K followers, [---] engagements


"Symal $SYL announces acquisitions adding $8m Ebitda and increasing exposure to QLD market 3.5x Ebitda multiple seems like very accretive We are super bullish here since $1.70 💪🏻💪🏻 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1998511785796927595)  2025-12-09T21:55Z 10.8K followers, [----] engagements


"$ZIP 💪🏻💪🏻👇👇👇 BREAKING: President Trump says American families will save between $11000 and $20000 on taxes in [----]. Trump says next spring will be the "largest tax refund season of all time." https://t.co/pTBRXlP1qi BREAKING: President Trump says American families will save between $11000 and $20000 on taxes in [----]. Trump says next spring will be the "largest tax refund season of all time." https://t.co/pTBRXlP1qi"  
[X Link](https://x.com/RonShamgar/status/2001493602405617680)  2025-12-18T03:23Z 10.8K followers, [----] engagements


"A nice Xmas present from $SYL today 🎉👏🙏 We think the stock is going to $6.00 next year 💪🏻💪🏻💪🏻 👇👇👇 $SYL : This is another great acquisition for Symal. Mid teens margins $30m WIH and growing. Huge pipeline. Regarded as [--] of the best contractors in SA. Founder led scalable& highly motivated founder remaining in the business and wants to grow. EPS accretive re-rate rolls on https://t.co/0p5jd4hF6R $SYL : This is another great acquisition for Symal. Mid teens margins $30m WIH and growing. Huge pipeline. Regarded as [--] of the best contractors in SA. Founder led scalable& highly motivated"  
[X Link](https://x.com/RonShamgar/status/2001784289936228423)  2025-12-18T22:39Z 10.8K followers, [----] engagements


"This would be very bullish for BNPL players like $ZIP (held) BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th. https://t.co/vsRmrz8yBG BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th. https://t.co/vsRmrz8yBG"  
[X Link](https://x.com/RonShamgar/status/2009900522845974551)  2026-01-10T08:10Z 10.8K followers, [----] engagements


"$EDU top end of guidance and set for a strong [----] 👏👏 We have taken profits end of last year but maintain a holding albeit smaller (Held)"  
[X Link](https://x.com/RonShamgar/status/2015906246843630066)  2026-01-26T21:54Z 10.8K followers, [----] engagements


"Pureprofile $PPL upgrades guidance slightly and we believe is at an inflection point of accelerated growth and profitability going forward 💪🏻👏👏 In an AI thirsty world - data is the new oil (Held) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/2015910065774162346)  2026-01-26T22:09Z 10.8K followers, [----] engagements


"Drone stocks on ASX comparable metrics: $DRO $4B cap -$6m cash burn $EOS $2B cap -$55m cash burn $ELS $1B cap and spits +$30m free cash flow We bought $ELS last year at $1.40 ($300m cap) as it is best of breed high margin and super profitable (Held)"  
[X Link](https://x.com/RonShamgar/status/2016003406608138553)  2026-01-27T04:20Z 10.8K followers, [----] engagements


"Lets go Anton 💪🏻💪🏻👏👏 Drew must not be allowed to vote the $HUM shares he purchased during those dates mentioned 👇👇 Make sure to vote to remove board - we have (Held) https://www.afr.com/companies/financial-services/anton-tagliaferro-comes-out-swinging-against-humm-board-chair-20260127-p5nxes https://www.afr.com/companies/financial-services/anton-tagliaferro-comes-out-swinging-against-humm-board-chair-20260127-p5nxes"  
[X Link](https://x.com/RonShamgar/status/2016087694548562269)  2026-01-27T09:55Z 10.8K followers, [----] engagements


"Its an absolute bloodbath for anything tech/growth and non resource related Just as bad as [----] but this time on strong fundamentals for most companies sold off The market right now HATES anything thats growing strongly and very profitable"  
[X Link](https://x.com/RonShamgar/status/2016745349923426644)  2026-01-29T05:28Z 10.8K followers, [----] engagements


"@Nobody_But_M3 General market sentiment $ZIP is also the 10% cap Trump proposing as theres uncertainty if they included or not"  
[X Link](https://x.com/RonShamgar/status/2016759915986157582)  2026-01-29T06:26Z 10.8K followers, [---] engagements


"🚨🚨 Tamim Merger Alert 🚨🚨 Qoria $QOR (held) to announce a merger at 72c per share versus 33c last price After exiting our investment last year at 90c we decided the market was unfairly punishing th stock last week at around 30c Ive predicted Software M&A in [----] 👀"  
[X Link](https://x.com/RonShamgar/status/2017807031462400319)  2026-02-01T03:47Z 10.8K followers, [----] engagements


"@Chinata80951926 We dont time stocks but rather accumulate when we think they are undervalued/oversold etc $GTK doesnt sell SaaS seats and AI vibe coding just means their profit margins go up"  
[X Link](https://x.com/RonShamgar/status/2017826685845180658)  2026-02-01T05:05Z 10.9K followers, [---] engagements


"Qoria $QOR merger is impressive (Held) The new Aura $AXQ will be $3B+ equity value biz generating $540m ARR in CY26 growing at 20% pa 🔥 The new $TNE / $360 of the ASX 👏👏 Have no idea how stock does tomorrow as we in tech bear market but it looks good 👇👇👇💪🏻"  
[X Link](https://x.com/RonShamgar/status/2018263877210026298)  2026-02-02T10:03Z 10.8K followers, [----] engagements


"The best example is Ozempic / GLP1 was going to kill Sleep Apnea companies like $RMD After 3-6 months of -50% pummeling investors realized its actually beneficial and results were good Same with SaaS - AI is +ve tool & results will flip sentiment Even if SaaS companies aren't disrupted what is it going to take to change the narrative Seems like any time a new model new tool new plugin new whatever is announced by a company like Anthropic the industry is going to sell off. What reverses that trend if anything Even if SaaS companies aren't disrupted what is it going to take to change the"  
[X Link](https://x.com/RonShamgar/status/2018902474715959368)  2026-02-04T04:20Z 10.8K followers, [----] engagements


"@richreduk It will take 3-4 months to flush out and rally back I do believe a flurry of takeovers is imminent"  
[X Link](https://x.com/RonShamgar/status/2018925490724352422)  2026-02-04T05:52Z 10.8K followers, [--] engagements


"One thing is certain in Oz: If youre a politician coming to tax housing gains or franking credits - youre essentially ending your career ☠☠☠ https://www.afr.com/politics/federal/liberals-oppose-winding-back-cgt-discount-but-greens-on-board-20260204-p5nzdb https://www.afr.com/politics/federal/liberals-oppose-winding-back-cgt-discount-but-greens-on-board-20260204-p5nzdb"  
[X Link](https://x.com/RonShamgar/status/2019007174366920930)  2026-02-04T11:16Z 10.8K followers, [----] engagements


"@DurableCreators [--] years from now is a lifetime in investing"  
[X Link](https://x.com/RonShamgar/status/2019031123419132313)  2026-02-04T12:51Z 10.8K followers, [--] engagements


"@ryu_tay Watching. Ask it about $IRE"  
[X Link](https://x.com/RonShamgar/status/2019177330728702178)  2026-02-04T22:32Z 10.8K followers, [---] engagements


"@alisterberkeley It needs to be promoted all the time to adapt to whatever is happening Its a productivity tool Thats all AI is"  
[X Link](https://x.com/RonShamgar/status/2019212966231699852)  2026-02-05T00:54Z 10.8K followers, [--] engagements


"$MGH reverse value creation Sells a strong thematic biz to enter a capex heavy biz in data centers Interesting play (Not held)"  
[X Link](https://x.com/RonShamgar/status/2019214185469813058)  2026-02-05T00:59Z 10.8K followers, [----] engagements


"@alisterberkeley Ive spoken to several devs and software companies insiders and they all saying its just another productivity tool for them If AI is everything the doomsayers predict then SaaS profit margins should increase exponentially No more opex (developers)"  
[X Link](https://x.com/RonShamgar/status/2019219469739126862)  2026-02-05T01:20Z 10.8K followers, [--] engagements


"@alisterberkeley Again if it becomes so easy then SaaS profit margins go to 90% Just hire one developer to vibe code everything We both know thats not the case or wont happen"  
[X Link](https://x.com/RonShamgar/status/2019231897105363452)  2026-02-05T02:09Z 10.8K followers, [---] engagements


"@tommyr345 @amitisinvesting Maybe. Lets see Everyone hated $MIN at $15 and now $60 RMD at $22 and recently $45 It takes 3-4 months to bottom and then start climbing higher The clock started in November"  
[X Link](https://x.com/RonShamgar/status/2019249889360875620)  2026-02-05T03:21Z 10.9K followers, [--] engagements


"Looking at all the credit card charges from my kids - I should have known $RBLX surging https://t.co/ANTXd0WARD $RBLX surging https://t.co/ANTXd0WARD"  
[X Link](https://x.com/RonShamgar/status/2019543458114121756)  2026-02-05T22:47Z 10.8K followers, [----] engagements


"@JCenere Its a valuation purge AI will kill everything is the excuse Sentiment will turn soon as everything tech/growth is oversold I think 2H of the year will be very strong"  
[X Link](https://x.com/RonShamgar/status/2019685683682767361)  2026-02-06T08:12Z 10.8K followers, [---] engagements


"@ryu_tay Yep its the last [--] weeks combine are as bad as Covid meltdown in early March [----] because a bunch of kids can vibe code an app 🤣🤣"  
[X Link](https://x.com/RonShamgar/status/2019720700895035448)  2026-02-06T10:31Z 10.8K followers, [---] engagements


"$WEB is giving $CTD [---] vibes 👀 You dont often see special surveillance tax agents storm the office and cease data for a regular tax audit 👀 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/2019837478862278775)  2026-02-06T18:15Z 10.8K followers, [----] engagements


"$WEB responds to ASX query with: nothing to see here Whilst in the real world they got special tax commando agents storming their offices and their market valuation pummeled by -40% 👀 🚩🚩🚩"  
[X Link](https://x.com/RonShamgar/status/2019908177081561372)  2026-02-06T22:56Z 10.8K followers, [----] engagements


"This is 💯💯 Sentiment will flip when a bunch of SaaS stocks show AI is accelerating growth Like $RMD did show that Ozempic increases use of their devices etc 👇👇👇 Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are lower bc the potential for AI disruption lowers predictability of future cash flows. This only changes if they show how AI is accelerating their core biz. 📈🧐 Software is not dead. Grt leaders. Grt companies. Most will hit their numbers. But the terminal value & multiples are lower bc the potential for AI"  
[X Link](https://x.com/RonShamgar/status/2019966342871617757)  2026-02-07T02:47Z 10.9K followers, [----] engagements


"@AltimeterCap @altcap @ScottWapnerCNBC AI cost out for SaaS or Tech wont get you the same multiple you used to have. You must show AI revenue growth to be rewarded with a high multiple you were accustomed to"  
[X Link](https://x.com/RonShamgar/status/2019969391564321047)  2026-02-07T03:00Z 10.8K followers, [----] engagements


"@Nobody_But_M3 Yep The $WTC test will be if any of its larger clients like DSV shows it can switch off to another system like Tango If it doesnt or cant then the stock will double"  
[X Link](https://x.com/RonShamgar/status/2019982204437426324)  2026-02-07T03:51Z 10.8K followers, [---] engagements


"@ArrowInvestor Theres not a lot of ASX exposure to that But I think what $WTC has done can be a test case for success / failure next 6-9 mnths Maybe $XRO could test this thesis I think $AIM is another AI pure play with some hardware IP attached $GTK is immune from AI disruption Etc etc"  
[X Link](https://x.com/RonShamgar/status/2020054249204584918)  2026-02-07T08:37Z 10.8K followers, [---] engagements


"Good reality check 👇👇👇 I spoke to several ASX listed software companies CEOs last week and they all said similar things to this article. Some of my rambles about AI SaaS and the hype vs reality from someone working in the industry https://t.co/IzZ1cdXff0 Some of my rambles about AI SaaS and the hype vs reality from someone working in the industry https://t.co/IzZ1cdXff0"  
[X Link](https://x.com/RonShamgar/status/2020260507622756646)  2026-02-07T22:16Z 10.8K followers, 12.2K engagements


"Also the currency assumption in 2H is for a weaker GBP vs AUD compared to original guidance - hence this is a quality upgrade in the face of currency weakness"  
[X Link](https://x.com/RonShamgar/status/2020617357677486095)  2026-02-08T21:54Z 10.8K followers, [---] engagements


"Smart 👇👇👇 I can also confirm we were adding last week at $1.80 We back smart operators and ignore clueless investors who think vibe coding will kill SaaS Yeah Baby $BVS.AX was accumulating a crap load Friday Moved funds from $LRT.AX which I feel hit a peak over the last week into this I reckon short term there could be [--] - 30% upside. Previous director buys (some large) from Oct last year were from around $2:30 upwards https://t.co/ATaxqdhHG1 Yeah Baby $BVS.AX was accumulating a crap load Friday Moved funds from $LRT.AX which I feel hit a peak over the last week into this I reckon short"  
[X Link](https://x.com/RonShamgar/status/2020620272668381544)  2026-02-08T22:06Z 10.8K followers, [----] engagements


"@ryu_tay @StarDestr0yer Shitcos are the best They usually go up 10x before reality sinks in"  
[X Link](https://x.com/RonShamgar/status/2020725772378612205)  2026-02-09T05:05Z 10.8K followers, [---] engagements


"$EOS 👀🚩🚩🚩🚩 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/2021008086266462387)  2026-02-09T23:47Z 10.9K followers, [----] engagements


"@ryu_tay AI will kill Gyms - Your AI agent will workout instead of you 😆 Engineering and construction firms will be killed by AI - the AI agent will build for you Etc etc 🤣🤣🤣🤣🤣🤣"  
[X Link](https://x.com/RonShamgar/status/2021017549069287543)  2026-02-10T00:25Z 10.8K followers, [---] engagements


"@rhysdiab All the ASX names are in blackout so the test will be during March I do think we see plenty of buybacks announced like $REA so far"  
[X Link](https://x.com/RonShamgar/status/2021107672003772704)  2026-02-10T06:23Z 10.9K followers, [---] engagements


"@Nobody_But_M3 @ryu_tay 💯"  
[X Link](https://x.com/RonShamgar/status/2021138221669941582)  2026-02-10T08:24Z 10.9K followers, [--] engagements


"@igordownunder No 🤣 $CTD $FLT corporate sell travel to corporates $WEB is a hotel room aggregator that buys room inventory and sells it to travel agents - even those above The largest players are Expedia and another Spanish listed company. Then $WEB is Top 4-5 largest"  
[X Link](https://x.com/RonShamgar/status/2020011032778010813)  2026-02-07T05:45Z 10.9K followers, [--] engagements


"AI will kill Gyms as AI agents will do the workout for you. Jimmy [--] yr old from Blacktown. Started vibe coding last week"  
[X Link](https://x.com/RonShamgar/status/2021327112922333423)  2026-02-10T20:55Z 10.9K followers, [---] engagements


"@dee_bosa @carlquintanilla Im telling you Gyms are next AI agents will do the workout for you Short gyms"  
[X Link](https://x.com/RonShamgar/status/2021329431047045477)  2026-02-10T21:04Z 10.9K followers, [----] engagements


""The name of the company $CBA . Its a cutting-edge fintech they about to launch AI agents to replace tellers & AI chatbots to tell you when you saved enough for a Sydney propadee. Now the stock trades at 24x and 6% explosive cash profit growth. Does that interest you John"  
[X Link](https://x.com/RonShamgar/status/2021336011444486332)  2026-02-10T21:30Z 10.9K followers, [----] engagements


"@Ton_katsu99 Not really sure tbh 🤯 Maybe because they didnt mention the word AI - not even once The result was a cracker Dividen is huge Cash balance monster M&A will only be accretive"  
[X Link](https://x.com/RonShamgar/status/2021393008990838804)  2026-02-11T01:17Z 10.9K followers, [--] engagements


"@charliesg0 No. First reason is they building internal LLMs on their client data set And the AI features are still small component of their ARR"  
[X Link](https://x.com/RonShamgar/status/2021435767806099601)  2026-02-11T04:06Z 10.9K followers, [--] engagements


"If this market is a bubble then its the worst bubble of all time: [--] recent IPOs on ASX last couple of weeks down between -30% to -45% from IPO All cash burning How is this market exuberant $CMA $EPI $SLD (None held)"  
[X Link](https://x.com/RonShamgar/status/1996759284865196139)  2025-12-05T01:51Z 10.9K followers, [----] engagements


"If $4DX was to hit $14 that would be almost $8.4 Billion cap for a company doing $10m revenue atm Seriously 🤣🤣🤣"  
[X Link](https://x.com/RonShamgar/status/2016863686095487478)  2026-01-29T13:19Z 10.9K followers, [----] engagements


"@bowtiedstocks It depends. Some stocks looking cheap like $GTK $RDY Others getting close like $CAT The large ones like $WTC $XRO $TNE might have a bit more to go"  
[X Link](https://x.com/RonShamgar/status/2019366941933334730)  2026-02-05T11:06Z 10.9K followers, [---] engagements


"Market saying kid in a garage vibe coding with AI will kill SaaS. Bravura $BVS says: How about a massive upgrade 🤣🤣 (Held) 💪🏻💪🏻💪🏻🔥🔥"  
[X Link](https://x.com/RonShamgar/status/2020615444596768917)  2026-02-08T21:47Z 10.9K followers, [----] engagements


"Bravura $BVS upgrade today was even better if at constant currency FY [--] revenue would have been $286.5 - $291.5m (up 11.5% on FY 25) and FY [--] Cash EBITDA would have been $71 75m (up 67% on FY 25) This is called a QUALITY UPGRADE Market saying kid in a garage vibe coding with AI will kill SaaS. Bravura $BVS says: How about a massive upgrade 🤣🤣 (Held) 💪🏻💪🏻💪🏻🔥🔥 https://t.co/yZYS1zVKyp Market saying kid in a garage vibe coding with AI will kill SaaS. Bravura $BVS says: How about a massive upgrade 🤣🤣 (Held) 💪🏻💪🏻💪🏻🔥🔥 https://t.co/yZYS1zVKyp"  
[X Link](https://x.com/RonShamgar/status/2020765874131710297)  2026-02-09T07:45Z 10.9K followers, [----] engagements


"Forget SaaSPocalypse. its BrokePocalypse now for insurance brokers All because Insurify by ChatGPT can compare auto insurance for you Which is what Compare the market and Iselect and others do 🤣🤣 The market is so dumb its hilarious to watch 🤣🤣🤣🤣 (Not held)"  
[X Link](https://x.com/RonShamgar/status/2021006675789087153)  2026-02-09T23:41Z 10.9K followers, [----] engagements


"$GQG shareholders have not benefitted from the company trying to time the market 👀 Neither have their investors in their funds Outflows in January are massive When will the tide turn. (Not held)"  
[X Link](https://x.com/RonShamgar/status/2021377687177322715)  2026-02-11T00:16Z 10.9K followers, [----] engagements


"Back in the bubble days of [----] $BET was going to make a takeover bid for $TAH Those were the days. 🤣 $TAH now coming for $BET 👀 https://www.afr.com/street-talk/tabcorp-boss-gill-mclachlan-weighs-m-and-a-punt-on-smaller-rival-betmakers-20260210-p5o16y https://www.afr.com/street-talk/tabcorp-boss-gill-mclachlan-weighs-m-and-a-punt-on-smaller-rival-betmakers-20260210-p5o16y"  
[X Link](https://x.com/RonShamgar/status/2021442339462578511)  2026-02-11T04:33Z 10.9K followers, [----] engagements


"This is 💯💯 correct AI will cause the biggest rise in history for fraud and scams Cybersecurity firms are the biggest winners in an AI world Qoria $QOR is one of the largest global players now (held) 👇👇👇 The market is throwing the baby out with the bathwater on cybersecurity stocks. AI isnt killing these vendors its creating new demand. Vibe-coded apps + agents = more need for cybersecurity. Global cybersecurity market projected to grow from $248B in [----] to $699B by [----] The market is throwing the baby out with the bathwater on cybersecurity stocks. AI isnt killing these vendors its"  
[X Link](https://x.com/RonShamgar/status/2018819546342363532)  2026-02-03T22:51Z 10.9K followers, [----] engagements


"@tommyr345 $TEAM is in trouble Slack/Jira all can be replaced with AI"  
[X Link](https://x.com/RonShamgar/status/2019007997520093326)  2026-02-04T11:19Z 10.9K followers, [---] engagements


"@markgardn That dividend yield is juicy"  
[X Link](https://x.com/RonShamgar/status/2021796245212475482)  2026-02-12T03:59Z 10.9K followers, [---] engagements


"$PME is a dividend yield stock now 🤣🤣"  
[X Link](https://x.com/RonShamgar/status/2021851118280831151)  2026-02-12T07:37Z 10.9K followers, [----] engagements


"AI is absolutely ruthless After allegedly killing all SaaS companies AI vibe coders have now killed the BBQ industry as AI agents cook the snags for you 🤤 Whos next"  
[X Link](https://x.com/RonShamgar/status/2021894080838672586)  2026-02-12T10:28Z 10.9K followers, [----] engagements


"In a shocking and mind blowing development - an education client has signed up to a SaaS product instead of Vibe Coding it themselves 🤯🤯🤯 $ATA (not held)"  
[X Link](https://x.com/RonShamgar/status/2022068465360937380)  2026-02-12T22:01Z 10.9K followers, [----] engagements


"@pup_st Breaking news: $AIM announces it is changing its GICS classification from Software to Banking & Commodities"  
[X Link](https://x.com/RonShamgar/status/2022093723455389957)  2026-02-12T23:41Z 10.9K followers, [---] engagements


"@bowtiedstocks Yes a little Only ones we happy to disclose are $BVS and $GTK Cant comment on others"  
[X Link](https://x.com/RonShamgar/status/2022144723583217961)  2026-02-13T03:04Z 10.9K followers, [---] engagements


"@Phunkson @bowtiedstocks $80m net cash $40m PBT Aligned board LTI just proposed vest at $13 $15 $18 vs $5.80 last price 👀 Huge tailwinds and little competition Massive takeover target"  
[X Link](https://x.com/RonShamgar/status/2022149844945842179)  2026-02-13T03:24Z 10.9K followers, [---] engagements


"@igordownunder @bowtiedstocks This is not a takeover Its a merger The 72c is what they valuing QOR biz for the merger"  
[X Link](https://x.com/RonShamgar/status/2022172842989957515)  2026-02-13T04:55Z 10.9K followers, [--] engagements


"One thing we are watching in this market turmoil is insider buying Once a company reports and is out of blackout we want to see director buying 👀 So far $REA insiders bought $800k Lets see the others. 👀"  
[X Link](https://x.com/RonShamgar/status/2022202486921335069)  2026-02-13T06:53Z 10.9K followers, [----] engagements


"@Wade24241521 Its a good little biz and spits FCF Ive encouraged management to pay dividends like $BVS but they dont listen"  
[X Link](https://x.com/RonShamgar/status/2022452534867300576)  2026-02-13T23:27Z 10.9K followers, [--] engagements


"Bravura $BVS [---] years ago was 30c or $140m cap & every expert on TV was calling it a sell We saw a great opportunity as Pinetree (ex constellation) was in control & pushing for change. Today the stock is $3.51 or $1.55B + 30c paid divs 12.5x bagger 🔥🔥 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1976552074910498924)  2025-10-10T07:35Z 10.9K followers, [----] engagements


"Bravura $BVS chair buying shares 💪🏻💪🏻 (Held) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1991256798171414723)  2025-11-19T21:26Z 10.9K followers, [---] engagements


"Findi $FND releases their results on Friday at 5.18pm 👀 (Not held) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1994544456108999072)  2025-11-28T23:10Z 10.9K followers, [----] engagements


"$BVS partnership to drive growth next year https://www.moneymarketing.co.uk/news/bravura-partners-with-aheadmg-to-boost-sonata-growth/ https://www.moneymarketing.co.uk/news/bravura-partners-with-aheadmg-to-boost-sonata-growth/"  
[X Link](https://x.com/RonShamgar/status/1995574939685146828)  2025-12-01T19:25Z 10.9K followers, [----] engagements


"These stocks were our best performers for CY2025 & [--] of those were also taken over including our longest held stock for [--] years (Smartpay). [--] of these stocks are founder led. Only [--] are tech stocks. $EDU $BVS $EOL $QOR $ERD $KYP $SLC $WJL $TYR $SMP $JLG $PNC $AHX $DSE 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/2007303976044359851)  2026-01-03T04:12Z 10.9K followers, [----] engagements


"My prediction for 2026: Software / tech stocks will struggle early on with negative sentiment from AI Then a flurry of takeover action mid to late year as the smart and savvy private money will acquire off the inefficient public markets 👀"  
[X Link](https://x.com/RonShamgar/status/2013921158144344122)  2026-01-21T10:26Z 10.9K followers, [----] engagements


"@ryu_tay $ELS much better 💪🏻💪🏻"  
[X Link](https://x.com/RonShamgar/status/2018818365683581247)  2026-02-03T22:46Z 10.9K followers, [---] engagements


"@StarDestr0yer @ryu_tay $ELS was up 💪🏻💪🏻💪🏻"  
[X Link](https://x.com/RonShamgar/status/2018925189036380243)  2026-02-04T05:50Z 10.9K followers, [--] engagements


"@ryu_tay $BVS"  
[X Link](https://x.com/RonShamgar/status/2019179166726517085)  2026-02-04T22:40Z 10.9K followers, [---] engagements


"@tommyr345 @amitisinvesting Theres always disruption in tech and theres loser and winners But Amazon was meant to kill retail stores and they doing better than ever Ozempic was going to kill fast food & Resmed and thats false AI will be a boom for SaaS in general is my call"  
[X Link](https://x.com/RonShamgar/status/2019247183112073440)  2026-02-05T03:10Z 10.9K followers, [--] engagements


"The $HUM results call at 11am should be fun. 👀"  
[X Link](https://x.com/RonShamgar/status/2021371747518513250)  2026-02-10T23:52Z 10.9K followers, [----] engagements


"This is why we tend to avoid these speculative illiquid micro cap stocks like $CSL with hardly any broker coverage Stick to blue chips they say 👀 (Not held)"  
[X Link](https://x.com/RonShamgar/status/2021370885396103402)  2026-02-10T23:49Z 10.9K followers, [----] engagements


"@StarDestr0yer Thats their target Their thesis is they pullback marketing at scale We dont hold"  
[X Link](https://x.com/RonShamgar/status/2021722238534434930)  2026-02-11T23:05Z 10.9K followers, [--] engagements


"@Capital_Mill The funny part is $AMP getting punished like its a tech stock 🤣🤣"  
[X Link](https://x.com/RonShamgar/status/2021844510817521995)  2026-02-12T07:11Z 10.9K followers, [---] engagements


"@StarDestr0yer @bowtiedstocks Its not immune to sentiment but its definitely immune to AI Results out so derisked 10.3c divvy coming next month Im super happy"  
[X Link](https://x.com/RonShamgar/status/2022162586012459063)  2026-02-13T04:15Z 10.9K followers, [---] engagements


"I dont understand why Fartcoin is down so much. Fundamentals were strong % Below All-Time High S&P 500: -2% Apple: -9% Nvidia: -12% Google: -12% Gold: -13% Tesla: -17% Meta: -19% Amazon: -23% Microsoft: -27% Palantir: -38% Netflix: -44% Bitcoin: -49% Ethereum: -61% Coinbase: -68% MicroStrategy: -77% Fartcoin: -93% Trump Coin: -96% Melania Coin: -99% % Below All-Time High S&P 500: -2% Apple: -9% Nvidia: -12% Google: -12% Gold: -13% Tesla: -17% Meta: -19% Amazon: -23% Microsoft: -27% Palantir: -38% Netflix: -44% Bitcoin: -49% Ethereum: -61% Coinbase: -68% MicroStrategy: -77% Fartcoin: -93%"  
[X Link](https://x.com/RonShamgar/status/2022450251089781221)  2026-02-13T23:18Z 10.9K followers, [----] engagements


"@Nobody_But_M3 🤣"  
[X Link](https://x.com/RonShamgar/status/2022464904704463338)  2026-02-14T00:16Z 10.9K followers, [--] engagements


"@bowtiedstocks $DMP been good to us We made 45% there 🍕🍕🍕"  
[X Link](https://x.com/RonShamgar/status/1988846009720439273)  2025-11-13T05:46Z 10.8K followers, [---] engagements


"@bowtiedstocks We just thought sub $15 is too cheap and Jack Cowan in charge isnt a muppet Also the shorts have to cover without a downgrade / equity raise They covering now"  
[X Link](https://x.com/RonShamgar/status/1988849684438208638)  2025-11-13T06:01Z 10.6K followers, [---] engagements


"November so far is definitely a risk off type month and especially in tech / growth stocks But I think we will see that bottom out towards the end of the month and a bounce back into Xmas 🎄 Thats my crystal ball guess 👀"  
[X Link](https://x.com/RonShamgar/status/1988900318285897892)  2025-11-13T09:22Z 10.7K followers, [----] engagements


"@ryu_tay Crowded trades Once they reverse then selling leads to more selling etc Tech stocks overseas also taken a tumble but its not as crowded there I do think the ones that are doing well will recover But investors looking for any negative as an excuse to sell vs buy before"  
[X Link](https://x.com/RonShamgar/status/1988934476723011815)  2025-11-13T11:38Z 10.6K followers, [---] engagements


"Class action lawsuit lodged in the US vs Telix $TLX Yet no ASX disclosure 👀 (Not held)"  
[X Link](https://x.com/RonShamgar/status/1989121320639164543)  2025-11-14T00:00Z 10.7K followers, [----] engagements


"$MYX takeover situation was an easy avoid because it was always the equivalent of trying to force a date from someone who doesnt want you 🤪 The good news is M&A will keep going because the courts upheld the scheme No precedent was set In future SIDs will be watertight $MYX.AX : Chalmers Comrade Chalmers more a socialist then a capitalist. https://t.co/FuS1fugkxR https://t.co/t2xxPW06Ws $MYX.AX : Chalmers Comrade Chalmers more a socialist then a capitalist. https://t.co/FuS1fugkxR https://t.co/t2xxPW06Ws"  
[X Link](https://x.com/RonShamgar/status/1989143659925966888)  2025-11-14T01:29Z 10.7K followers, [----] engagements


"Everyone for several years now been claiming a market top because Buffett cash balance keeps going higher Reality is that when you only have an elephant gun and not many elephants to choose from - you end up with little choices. Eventually they will have to buy Mag7 WARREN BUFFET $BRK.B JUST POSTED ITS Q3 13F He sold more of $AAPL bought $GOOG and added to pervious positions. NO $UNH Buy or Sell https://t.co/WoIzBnQ2uS WARREN BUFFET $BRK.B JUST POSTED ITS Q3 13F He sold more of $AAPL bought $GOOG and added to pervious positions. NO $UNH Buy or Sell https://t.co/WoIzBnQ2uS"  
[X Link](https://x.com/RonShamgar/status/1989468262783205798)  2025-11-14T22:59Z 10.7K followers, [----] engagements


"Burry is just wrong here It doesnt mean share prices cant drop but his thesis here isnt right @theallinpod from today around 7th minute in - explains why quite well Worth watching Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful https://t.co/h0QkktMeUB Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common"  
[X Link](https://x.com/RonShamgar/status/1989469895227257304)  2025-11-14T23:06Z 10.7K followers, [----] engagements


"This is like a scene from I Robot with Will Smith 🤯🤯 No doubt China is way ahead of US in Humanoid robots and Drones US is slightly ahead in AI models and Chips The race is on BREAKING: China begins world's first mass humanoid robot delivery China is rolling out hundreds of UBTECHs new Walker S2 humanoid robots marking the first mass delivery of industrial robots to major manufacturers for continuous factory and logistics work. https://t.co/qUVqm8Asv8 BREAKING: China begins world's first mass humanoid robot delivery China is rolling out hundreds of UBTECHs new Walker S2 humanoid robots"  
[X Link](https://x.com/RonShamgar/status/1989532434959143422)  2025-11-15T03:14Z 10.7K followers, [----] engagements


"👇👇👇 Warren just saved us all as his parting gift 🙏🙏💪🏻💪🏻 US Big Tech is apparently in a bubble and Berkshire $BRK is out there buying Google $GOOG US Big Tech is apparently in a bubble and Berkshire $BRK is out there buying Google $GOOG"  
[X Link](https://x.com/RonShamgar/status/1989612285036564610)  2025-11-15T08:31Z 10.7K followers, [----] engagements


"We support $GDG remuneration (Held) 👏👏 https://www.afr.com/chanticleer/former-olympian-grant-hackett-s-gold-medal-payday-hits-turbulence-20251115-p5nfp3 https://www.afr.com/chanticleer/former-olympian-grant-hackett-s-gold-medal-payday-hits-turbulence-20251115-p5nfp3"  
[X Link](https://x.com/RonShamgar/status/1990052473399382386)  2025-11-16T13:40Z 10.8K followers, [----] engagements


"$ALC's Leidos contract for ADF health IT expands by $12.3M TCV over [---] years to $44M total Adds $2.5M ARR $5M implementation; FY26 revenue +$5.5-6.5M FY26 contracted $42.3M Validates Miya platform; likely [----] extension. (Held)"  
[X Link](https://x.com/RonShamgar/status/1990179638010929306)  2025-11-16T22:06Z 10.8K followers, [----] engagements


"Wisetech $WTC is not held but these are the kind of headlines/calls that make us take a second look 👀 A bit of a perfect storm with a huge acquisition a lot of debt and a distracted founder (Not held) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1990880998876430792)  2025-11-18T20:33Z 10.8K followers, [----] engagements


"DroneShield $DRO 👀👀🚩🚩 (Not held)"  
[X Link](https://x.com/RonShamgar/status/1990908214716837916)  2025-11-18T22:21Z 10.7K followers, [----] engagements


"Humanity lives on for another [--] months 🙏🍷🍷 NVIDIA BLOWOUT🚀 Q3 REV: $57.01B vs $55.19B exp. Q3 EPS: $1.30 vs $1.25 exp Q4 REV: $63.7B TO $66.3B vs $62B exp $NVDA +3% AH. The market is saved https://t.co/cf9WgEK1me NVIDIA BLOWOUT🚀 Q3 REV: $57.01B vs $55.19B exp. Q3 EPS: $1.30 vs $1.25 exp Q4 REV: $63.7B TO $66.3B vs $62B exp $NVDA +3% AH. The market is saved https://t.co/cf9WgEK1me"  
[X Link](https://x.com/RonShamgar/status/1991261754366579023)  2025-11-19T21:46Z 10.7K followers, [----] engagements


"@BGcryptoguy Doubt the Fed cares about NVDA quarterly earnings But agree the current risk off selling is due to rate cut expectations changing"  
[X Link](https://x.com/RonShamgar/status/1991262375404827049)  2025-11-19T21:48Z 10.7K followers, [---] engagements


"DroneShield $DRO [--] pages of ASX query response is a doozy 👀"  
[X Link](https://x.com/RonShamgar/status/1991278420567945495)  2025-11-19T22:52Z 10.7K followers, [----] engagements


"👇👇👇👏👏 One of the UKs leading business water and wastewater retailers@PennonGroup has selected g2 Gentracks new-age billing and CRM platform to drive agility and innovation. Trading as @Source4b it provides water wastewater & trade effluent to over [------] customers. https://t.co/jylpevCnXl One of the UKs leading business water and wastewater retailers@PennonGroup has selected g2 Gentracks new-age billing and CRM platform to drive agility and innovation. Trading as @Source4b it provides water wastewater & trade effluent to over [------] customers. https://t.co/jylpevCnXl"  
[X Link](https://x.com/RonShamgar/status/1991580629746811315)  2025-11-20T18:53Z 10.7K followers, [----] engagements


"@ajf247 Lack of large contract wins and kraken being aggressive has led to lower consensus Lets see Monday"  
[X Link](https://x.com/RonShamgar/status/1991606028149092867)  2025-11-20T20:34Z 10.7K followers, [--] engagements


"$MYX 👀 (Not held)"  
[X Link](https://x.com/RonShamgar/status/1991648145516953922)  2025-11-20T23:21Z 10.7K followers, [---] engagements


"Its very bearish out there ☠ I think the lowest I have ever seen this is [--] https://t.co/JZ4DT8O4Cs I think the lowest I have ever seen this is [--] https://t.co/JZ4DT8O4Cs"  
[X Link](https://x.com/RonShamgar/status/1991648311733002346)  2025-11-20T23:22Z 10.7K followers, [----] engagements


"Investors in $MYX had some Hopium up until today final knell ☠ My guess is higher powers gave a nudge-nudge to Chalmers to block this deal 👀 Regardless - you cant force a girl on a date if shes not into you This was an easy avoid at all times. https://www.afr.com/companies/healthcare-and-fitness/chalmers-kills-672m-mayne-takeover-on-national-interest-grounds-20251120-p5nh0k https://www.afr.com/companies/healthcare-and-fitness/chalmers-kills-672m-mayne-takeover-on-national-interest-grounds-20251120-p5nh0k"  
[X Link](https://x.com/RonShamgar/status/1991729244217684177)  2025-11-21T04:43Z 10.7K followers, [----] engagements


"We dont hold $MVF as it is badly managed and has debt load & class action risk BUT I highlighted last week flurry of M&A coming This could be the sentiment shift for the market to bottom in small caps - a few takeover deals and sentiment changes 👀 https://www.afr.com/street-talk/pe-bidder-comes-calling-for-monash-ivf-amid-embryo-mix-up-debacle-20251123-p5nhpd https://www.afr.com/street-talk/pe-bidder-comes-calling-for-monash-ivf-amid-embryo-mix-up-debacle-20251123-p5nhpd"  
[X Link](https://x.com/RonShamgar/status/1992441746337534360)  2025-11-23T03:55Z 10.7K followers, [----] engagements


"What hes done to the balance sheet of Victoria is impossible to fix I couldnt speak more lowly of Daniel Andrews. I think hes human filth I hope he sues me. https://www.afr.com/companies/games-and-wagering/i-hope-he-sues-packer-attacks-ex-victorian-premier-daniel-andrews-20251121-p5nhd4 https://www.afr.com/companies/games-and-wagering/i-hope-he-sues-packer-attacks-ex-victorian-premier-daniel-andrews-20251121-p5nhd4"  
[X Link](https://x.com/RonShamgar/status/1992528067806511227)  2025-11-23T09:38Z 10.7K followers, 82.2K engagements


"Takeover action accelerating on ASX 🔥 $QUB this morning gets $5.20 cash bid $MVF gets 80c bid Whos next. 👀"  
[X Link](https://x.com/RonShamgar/status/1992729037706506388)  2025-11-23T22:56Z 10.8K followers, [----] engagements


"@StoicInvestors Shes good She made us a lot of money in $VHT"  
[X Link](https://x.com/RonShamgar/status/1992733697733533710)  2025-11-23T23:15Z 10.8K followers, [---] engagements


"$CCG with some good debt refinance (Held)"  
[X Link](https://x.com/RonShamgar/status/1992742599753699527)  2025-11-23T23:50Z 10.8K followers, [----] engagements


"I said the downside at the time was -40% on $MYX So far its -27% but probably goes lower The debt on balance sheet is a huge concern 🚩 (Never held) Been following $MYX takeover saga closely & dont see the logic in owning this until they report their results in August Then theres plenty of time to make a decision prior to September court hearing Upside is 45% but I think downside is close to -40% https://t.co/mVveULMX0r Been following $MYX takeover saga closely & dont see the logic in owning this until they report their results in August Then theres plenty of time to make a decision prior to"  
[X Link](https://x.com/RonShamgar/status/1992789206582833396)  2025-11-24T02:55Z 10.7K followers, [----] engagements


"Iress $IRE trading halt.👀 Takeover 👀 (Held)"  
[X Link](https://x.com/RonShamgar/status/1992810295526584526)  2025-11-24T04:19Z 10.7K followers, [----] engagements


"$380/yr so he tells you to sell right before the greatest [--] year rally we have seen for decades 🤣 Breaking: Michael Burry launches $380/year paid Substack https://t.co/LqSqEO9q7t Breaking: Michael Burry launches $380/year paid Substack https://t.co/LqSqEO9q7t"  
[X Link](https://x.com/RonShamgar/status/1992811224955080917)  2025-11-24T04:23Z 10.7K followers, [----] engagements


"$DRO 🤔 If $DRO directors did breach any rules etc during their selldown. What is the actually penalty the ASX or ASIC can impose Or its just the ASX so anything goes 🤔 If $DRO directors did breach any rules etc during their selldown. What is the actually penalty the ASX or ASIC can impose Or its just the ASX so anything goes 🤔"  
[X Link](https://x.com/RonShamgar/status/1992822219857338658)  2025-11-24T05:06Z 10.8K followers, [----] engagements


"Just a reminder that Brett Blundy the legendary retail investor sold his entire 15% holding in Accent Group $AX1 for $2.00 to Fraser Group in August last year 😉 Always follow the smart money (Never held) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1992827046293287271)  2025-11-24T05:26Z 10.7K followers, [----] engagements


"@rhysdiab You have to exclude leasing liabilities (its not debt)"  
[X Link](https://x.com/RonShamgar/status/1992851651720556883)  2025-11-24T07:03Z 10.7K followers, [---] engagements


"Near term pipeline of [--] clients worth $130m in ARR [--] in the bag and another [--] of [--] likely This means $70m ARR + NRR which means FY27 revenue growth of 25-30% 🔥 Contract newsflow next 6-9 months Cash balance FY26 $100m 👀 Takeover target only pure play listed global play"  
[X Link](https://x.com/RonShamgar/status/1992908993661120779)  2025-11-24T10:51Z 10.7K followers, [----] engagements


"No basis to confirm the statements What does that mean 👀 Iress $IRE (held)"  
[X Link](https://x.com/RonShamgar/status/1993076959564435756)  2025-11-24T21:59Z 10.8K followers, [----] engagements


"Transformational moment for Clearview $CVW The new cloud platform will reduce costs improve profit leverage & enable growth to accelerate EPS of [--] to [---] cents in FY26 Net assets 70c+ Trading at 54c 👀 Cheap (Held ) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1993195434165366889)  2025-11-25T05:49Z 10.7K followers, [----] engagements


"@Xuehangdong For ASX materiality it has to be $10m+ revenue But the stock is priced for earnings to halve We think earnings will go up 50% next [--] years Someone will be right/wrong 👀"  
[X Link](https://x.com/RonShamgar/status/1993546693531558296)  2025-11-26T05:05Z 10.7K followers, [---] engagements


"@ryu_tay But market rallied today ASX only cares about Fed rate cuts No one cares about RBA"  
[X Link](https://x.com/RonShamgar/status/1993588983809687839)  2025-11-26T07:53Z 10.7K followers, [---] engagements


"Given his recent influx of cash Vornik should build a panic room. He could even have the first that has views towards the North Bondi knoll. Although is it Russians in Speedos or DroneShield $DRO shareholders he should be worried about 🤣🤣 https://www.afr.com/rear-window/droneshield-s-collapse-won-t-stop-oleg-vornik-s-bondi-beach-reno-20251126-p5nijt https://www.afr.com/rear-window/droneshield-s-collapse-won-t-stop-oleg-vornik-s-bondi-beach-reno-20251126-p5nijt"  
[X Link](https://x.com/RonShamgar/status/1994192884287848883)  2025-11-27T23:53Z 10.8K followers, [----] engagements


"@SurfingPunter $FLT"  
[X Link](https://x.com/RonShamgar/status/1994253594904940959)  2025-11-28T03:54Z 10.8K followers, [---] engagements


"How it started: How its going:"  
[X Link](https://x.com/RonShamgar/status/1994540429535232017)  2025-11-28T22:54Z 10.7K followers, [----] engagements


"@StarDestr0yer @ryu_tay India accounting 🤔"  
[X Link](https://x.com/RonShamgar/status/1994631829610222016)  2025-11-29T04:57Z 10.7K followers, [---] engagements


"This is super bullish for US economy 👇👇👇 Scott Bessent: "Expect more jobs higher real incomes and strong non-inflationary growth in [----] along with larger refunds in the first quarter." https://t.co/jFaMbptl53 Scott Bessent: "Expect more jobs higher real incomes and strong non-inflationary growth in [----] along with larger refunds in the first quarter." https://t.co/jFaMbptl53"  
[X Link](https://x.com/RonShamgar/status/1994899169262371248)  2025-11-29T22:40Z 10.7K followers, [----] engagements


"@Ton_katsu99 And we hold all [--] 🤣"  
[X Link](https://x.com/RonShamgar/status/1995275009133342922)  2025-11-30T23:33Z 10.8K followers, [---] engagements


"$EDU very bullish and accretive EPS next year could be 13-15c vs last price 60c 👀 👇👇👇 EDU Holdings $EDU.AX with a guidance raise and buying back 18M shares (12.5% outstanding) at 55c/sh https://t.co/Ns8vWtokZA EDU Holdings $EDU.AX with a guidance raise and buying back 18M shares (12.5% outstanding) at 55c/sh https://t.co/Ns8vWtokZA"  
[X Link](https://x.com/RonShamgar/status/1995382137978319065)  2025-12-01T06:39Z 10.8K followers, [----] engagements


"@pup_st Its a one off $25m hit to cash balance. Not sure it should be classified as a downgrade but the market will punish it"  
[X Link](https://x.com/RonShamgar/status/1995385328119755060)  2025-12-01T06:51Z 10.7K followers, [---] engagements


"$EDU (held) upgrade & selective buyback Very accretive buyback and removes an overhang on the stock. CY25 EPS goes to 11.5c and next year could grow to 13-15c vs last price of 60c 👀 The biz continuing to diversify and grow whilst being cashed up and paying dividends 💪🏻"  
[X Link](https://x.com/RonShamgar/status/1995392599612662253)  2025-12-01T07:20Z 10.8K followers, [----] engagements


"Broker initiates on $EDU with $1.61 PT 👀 💪🏻💪🏻"  
[X Link](https://x.com/RonShamgar/status/1995589299648299340)  2025-12-01T20:22Z 10.8K followers, [----] engagements


"@bowtiedstocks Petra"  
[X Link](https://x.com/RonShamgar/status/1995600073942782266)  2025-12-01T21:05Z 10.7K followers, [---] engagements


"$TUA delivers a monster Q1 update with mobile sub growth materially ahead of consensus M1 acquisition approval is the key catalyst to take the stock higher to $10.00 (Held) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1995606620139913275)  2025-12-01T21:31Z 10.8K followers, [----] engagements


"Something strange is happening this morning. The ASX announcement platform is working 🤯🤯🤯"  
[X Link](https://x.com/RonShamgar/status/1995612271884861493)  2025-12-01T21:53Z 10.7K followers, [----] engagements


"Thoma Bravo buying Iress $IRE makes a lot of sense 👀 (Held) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/1996167268255080678)  2025-12-03T10:38Z 10.8K followers, [----] engagements


"$STP holders are feeling the Chaffing now Massive downgrade (Not held)"  
[X Link](https://x.com/RonShamgar/status/1996359347509809513)  2025-12-03T23:22Z 10.8K followers, [----] engagements


"@KaumalL The chaffing or $STP"  
[X Link](https://x.com/RonShamgar/status/1996486238388527225)  2025-12-04T07:46Z 10.7K followers, [---] engagements


"This is a must listen podcast about the true origin story of Nvidia $NVDA and how it almost never happened Wow 🤯🤯🤯👇👇👇 https://open.spotify.com/episode/0yT4ec9M6GobLC5ByN8pX3si=aqPare46SFSPt9iwY4kn8g&t=6522&pi=B_OyTqBpTsC1F https://open.spotify.com/episode/0yT4ec9M6GobLC5ByN8pX3si=aqPare46SFSPt9iwY4kn8g&t=6522&pi=B_OyTqBpTsC1F"  
[X Link](https://x.com/RonShamgar/status/1996696298876293244)  2025-12-04T21:41Z 10.7K followers, [---] engagements


"This muppet made the same call [--] years ago and it was the worst Sell call of all time Eventually if you call Sell you will end up being right - because every [--] yrs on avg we get a bear market Why is anyone even giving this guy airtime 🤣🤣 Michael Burry has said hes expecting a prolonged market-wide selloff thats worse than [----] which lasted [--] months. I think when the market goes down it's not like in two thousand where there was this other bunch of stocks that were being ignored and they'll come up even if Michael Burry has said hes expecting a prolonged market-wide selloff thats worse than"  
[X Link](https://x.com/RonShamgar/status/1996701677274222774)  2025-12-04T22:02Z 10.7K followers, [----] engagements


"I just had a look at Saluda Medical $SLD (-50% on IPO debut) They raised $250m but will burn almost $200m cash this year GMs are very low for med device US growth slowing down and ROW hasnt grown for years Who invested in this biz and why 🤯🤯 (Not held)"  
[X Link](https://x.com/RonShamgar/status/1997080360329662913)  2025-12-05T23:07Z 10.8K followers, [----] engagements


"$EDU initiated by another broker $1.13 PT 💪🏻💪🏻💪🏻"  
[X Link](https://x.com/RonShamgar/status/1997834661599523023)  2025-12-08T01:04Z 10.8K followers, [----] engagements


"$EDU director acquires $1.6m of shares at [--] cents $EDU is now a 4x bagger for us 🔥 💪🏻💪🏻💪🏻👇👇"  
[X Link](https://x.com/RonShamgar/status/1998248076256133320)  2025-12-09T04:27Z 10.8K followers, [----] engagements


"This is 👀 If I was a $TNE holder I would have some concerns. 🤔 👇👇 https://www.afr.com/rear-window/corporate-travel-s-executive-alumni-have-moved-on-20251205-p5nl3r https://www.afr.com/rear-window/corporate-travel-s-executive-alumni-have-moved-on-20251205-p5nl3r"  
[X Link](https://x.com/RonShamgar/status/1998367661106090409)  2025-12-09T12:22Z 10.8K followers, [----] engagements


"Government industrial policy is questionable at the best of times but at least the rest of the world is investing in sovereign silicon wafer capability not actual wafer biscuits. 🤣🤣🤣🤣 This is funny but actually very sad that its true 🤯 https://www.afr.com/rear-window/the-45m-tim-tam-loan-and-what-makes-due-diligence-20251209-p5nm4m https://www.afr.com/rear-window/the-45m-tim-tam-loan-and-what-makes-due-diligence-20251209-p5nm4m"  
[X Link](https://x.com/RonShamgar/status/1998369793288908953)  2025-12-09T12:31Z 10.7K followers, [---] engagements


"$IRE (held) 👀 https://www.afr.com/companies/financial-services/iress-ceo-says-he-s-open-to-buyout-putting-him-at-odds-with-chairman-20251208-p5nlt4 https://www.afr.com/companies/financial-services/iress-ceo-says-he-s-open-to-buyout-putting-him-at-odds-with-chairman-20251208-p5nlt4"  
[X Link](https://x.com/RonShamgar/status/1998483230044061767)  2025-12-09T20:01Z 10.8K followers, [---] engagements


"EROAD $ERD co-ceo and director thats leaving dumps all his shares at these depressed valuation - what does he know 🚩🚩👀 (Not held)"  
[X Link](https://x.com/RonShamgar/status/1998525301010440283)  2025-12-09T22:48Z 10.8K followers, [----] engagements


"@BillAckman @PershingSqFdn 👏👏"  
[X Link](https://x.com/RonShamgar/status/2000421550869434867)  2025-12-15T04:23Z 10.7K followers, [---] engagements


"@dpaolucci1 Its better than 54c for a start Anyhow its only going higher from here"  
[X Link](https://x.com/RonShamgar/status/2001105443620561002)  2025-12-17T01:41Z 10.8K followers, [--] engagements


"Looks like Cosette was absolutely right to bail and dodged a bullet $MYX sales down and worse their Ebitda down -50% 🤯 Theres a lot of debt on that balance sheet. 👀 (Never held)"  
[X Link](https://x.com/RonShamgar/status/2002867685944869253)  2025-12-21T22:24Z 10.8K followers, [----] engagements


"Earlypay $EPY with a well timed day before reverse Xmas gift 👏👏 The downgrade before Xmas Merry Xmas 🎄🎅🏾 (Not held)"  
[X Link](https://x.com/RonShamgar/status/2003231117315555402)  2025-12-22T22:28Z 10.8K followers, [----] engagements


"Tariffs will cause a recession Wow. US Q3 GDP: +4.3% vs 3.3% exp. Recession from Q1 canceled. Strong growth. https://t.co/bFnK30FM8e Wow. US Q3 GDP: +4.3% vs 3.3% exp. Recession from Q1 canceled. Strong growth. https://t.co/bFnK30FM8e"  
[X Link](https://x.com/RonShamgar/status/2003564148744237247)  2025-12-23T20:31Z 10.8K followers, [----] engagements


"$HUM showdown set for Feb 19th We support the removal of all current directors and intend to vote in favor 👍 Its the only way to create shareholder value here (Held) 👇👇👇"  
[X Link](https://x.com/RonShamgar/status/2003592743764001270)  2025-12-23T22:25Z 10.8K followers, 21.4K engagements


"@StarDestr0yer Its going down mate Drew owns 30% and will never give up Also 249F means directors will not know the votes as they dont control the meeting costs etc Its a showdown and every vote will count"  
[X Link](https://x.com/RonShamgar/status/2003596882640273552)  2025-12-23T22:41Z 10.8K followers, [---] engagements


"Must watch interview with @SecScottBessent on the @theallinpod This is why we bullish 💪🏻 on US economy & Markets in [----] with the usual caveat of a few air pockets along the way 👇👇👇 All-In Interview: Treasury Secretary Scott Bessent -- [----] economic recap -- What to expect in [----] -- Fixing the Fed -- Tariffs for national security leverage -- Solving affordability (0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping [----] and the https://t.co/jE7Bb3ieNZ All-In Interview: Treasury Secretary Scott Bessent -- [----] economic recap -- What to expect in [----] -- Fixing the Fed"  
[X Link](https://x.com/RonShamgar/status/2004703372625281482)  2025-12-26T23:58Z 10.8K followers, [----] engagements


"Almost as bad as the NDIS 🤯🤯👇👇 🚨 Here is the full [--] minutes of my crew and I exposing Minnesota fraud this might be my most important work yet. We uncovered over $110000000 in ONE day. Like it and share it around like wildfire Its time to hold these corrupt politicians and fraudsters accountable We ALL https://t.co/E3Penx2o7a 🚨 Here is the full [--] minutes of my crew and I exposing Minnesota fraud this might be my most important work yet. We uncovered over $110000000 in ONE day. Like it and share it around like wildfire Its time to hold these corrupt politicians and fraudsters"  
[X Link](https://x.com/RonShamgar/status/2004735339873853773)  2025-12-27T02:05Z 10.8K followers, [----] engagements


"@BillAckman 🤣"  
[X Link](https://x.com/RonShamgar/status/2005415267074232790)  2025-12-28T23:07Z 10.8K followers, [---] engagements


"It sounds to me like ASIC is trying to pass on the blame - when all the spotlight should be on them 👀 https://www.afr.com/companies/financial-services/equity-trustees-says-asic-should-have-warned-it-of-shield-risks-20251226-p5nq4x https://www.afr.com/companies/financial-services/equity-trustees-says-asic-should-have-warned-it-of-shield-risks-20251226-p5nq4x"  
[X Link](https://x.com/RonShamgar/status/2005423252844491074)  2025-12-28T23:38Z 10.8K followers, [----] engagements


"@bowtiedstocks Aussie small caps 💪🏻💪🏻💪🏻"  
[X Link](https://x.com/RonShamgar/status/2005791511448019153)  2025-12-30T00:02Z 10.8K followers, [---] engagements


"Showdown is Feb 19th Only way for $HUM to re rate is to remove Drew and board We support 👇👇👇 New quick write-up: $HUM.AX At 70c its 5.6x P/E ex cash. The business isnt the problem. The board is. @puppyeh1 has built a 29mm shares stake or AUD 20mm worth almost 6% of the company. He teamed up with CSAM to call an EGM remove the Chairman and [--] others from the https://t.co/HpXBfWRUrK New quick write-up: $HUM.AX At 70c its 5.6x P/E ex cash. The business isnt the problem. The board is. @puppyeh1 has built a 29mm shares stake or AUD 20mm worth almost 6% of the company. He teamed up with CSAM to"  
[X Link](https://x.com/RonShamgar/status/2005821749057970354)  2025-12-30T02:02Z 10.8K followers, [----] engagements


"Stealing student enrollment forms 🚨 OMG. Somali daycare manager speaks to the media after his business was allegedly broken into claims student enrollment and employee documentation was stolen. You cannot make this up. https://t.co/VgiCncTsoy 🚨 OMG. Somali daycare manager speaks to the media after his business was allegedly broken into claims student enrollment and employee documentation was stolen. You cannot make this up. https://t.co/VgiCncTsoy"  
[X Link](https://x.com/RonShamgar/status/2006524574448628029)  2026-01-01T00:35Z 10.8K followers, [----] engagements


"@TheRealDavey2 @GavinSBaker @InvestLikeBest Its like me asking if youre smart. how would I know How would you know if hes not smart We all have different opinions of everyone I know Hes done extremely well for himself so I would say hes very smart and all the stuff he says makes a lot of sense to me"  
[X Link](https://x.com/RonShamgar/status/2007255435733283269)  2026-01-03T00:59Z 10.8K followers, [---] engagements


"💯💯💯 This is potentially the greatest geopolitical strategic chess play in US history 👏👏💪🏻💪🏻👇👇 🚨 WHY VENEZUELA MATTERS: TRUMPS MOVE MAY HAVE SHAKEN CHINAS GLOBAL STRATEGY Trumps action in Venezuela is not regional politics it directly targets Chinas most critical vulnerability: energy dependence. China buys 60-90% of Venezuelan oil and 85-90% of Iranian https://t.co/xzfUv2dvPb 🚨 WHY VENEZUELA MATTERS: TRUMPS MOVE MAY HAVE SHAKEN CHINAS GLOBAL STRATEGY Trumps action in Venezuela is not regional politics it directly targets Chinas most critical vulnerability: energy dependence."  
[X Link](https://x.com/RonShamgar/status/2007566559867482476)  2026-01-03T21:35Z 10.8K followers, [----] engagements


"💯💯 With US now in control of Venezuelan oil resources it becomes much riskier for China to move against Taiwan. With US now in control of Venezuelan oil resources it becomes much riskier for China to move against Taiwan"  
[X Link](https://x.com/RonShamgar/status/2007568819544633379)  2026-01-03T21:44Z 10.8K followers, [---] engagements


"This is a legendary move by a US President Epic So many positive implications for the world and the US Bullish equities President Trump is asked if the US could end up running Venezuela for years: His response: "It won't cost us anything because the money coming out of the ground is very substantial." The US is about to make Venezuela one of the biggest oil producers in the world. https://t.co/4AYqplKKY9 President Trump is asked if the US could end up running Venezuela for years: His response: "It won't cost us anything because the money coming out of the ground is very substantial." The US"  
[X Link](https://x.com/RonShamgar/status/2007583195743887701)  2026-01-03T22:41Z 10.8K followers, [----] engagements


"Youre not bearish oil enough Very bullish equities CHART OF THE DAY: Venezuelan oil production level over the last [---] years. What comes next The oil reserves are still there but political stability lots of money and time are needed to see a revival. https://t.co/tbiAcNJ9Yp CHART OF THE DAY: Venezuelan oil production level over the last [---] years. What comes next The oil reserves are still there but political stability lots of money and time are needed to see a revival. https://t.co/tbiAcNJ9Yp"  
[X Link](https://x.com/RonShamgar/status/2007588797366841546)  2026-01-03T23:04Z 10.8K followers, [----] engagements


"@BLSHigh Drew is emotionally attached to the stock but hes also not stupid - I doubt he sells under $1"  
[X Link](https://x.com/RonShamgar/status/2008348475528995238)  2026-01-06T01:22Z 10.8K followers, [---] engagements


"The trade of [----] so far It's official: Venezuela's stock market is now officially up +100% since President Maduro was captured by the US. Over the last [--] trading days Venezuela's stock market is now up +207%. Not a single red day since December 22nd. The market knows what's coming next. https://t.co/BSeIVvOM1J It's official: Venezuela's stock market is now officially up +100% since President Maduro was captured by the US. Over the last [--] trading days Venezuela's stock market is now up +207%. Not a single red day since December 22nd. The market knows what's coming next."  
[X Link](https://x.com/RonShamgar/status/2009100440185770144)  2026-01-08T03:10Z 10.8K followers, [----] engagements


"Yesterday sydney was [--] degrees and crazy hot 🥵 Today its [--] degrees cold and raining 🥶 I dont believe any city In the world sees a [--] degree temperature drop from one day to the next AND in peak summer 🤣🤯🤯🤯"  
[X Link](https://x.com/RonShamgar/status/2010262251413045701)  2026-01-11T08:07Z 10.8K followers, [----] engagements


"Brilliant take 👇👇💯💯👏👏 Howard Lutnick just walked into DAVOS and TORCHED the globalists. GLOBALISM HAS FAILED. Net ZERO makes you SUBSERVIENT TO CHINA. Youre entitled to have BORDERS. This wasnt a speech. It was a CONTROLLED DETONATION at WEF. WARM UP Speech for TRUMP https://t.co/nzvmvQS3ub Howard Lutnick just walked into DAVOS and TORCHED the globalists. GLOBALISM HAS FAILED. Net ZERO makes you SUBSERVIENT TO CHINA. Youre entitled to have BORDERS. This wasnt a speech. It was a CONTROLLED DETONATION at WEF. WARM UP Speech for TRUMP https://t.co/nzvmvQS3ub"  
[X Link](https://x.com/RonShamgar/status/2013778535035326767)  2026-01-21T00:59Z 10.8K followers, [----] engagements


"So the thesis atm is AI coding ability will kill most software/tech businesses because Claude can write some code etc. 🤣 Writing software is easy. but try selling it into a large org/hospital/government etc etc I think the market sentiment is wrong here👀"  
[X Link](https://x.com/RonShamgar/status/2013839502448697638)  2026-01-21T05:02Z 10.8K followers, [----] engagements


"@JohnWickPencil @harrisonpollock Totally disagree $NXL has its own growth issues so maybe But $XRO moat is the brand and network penetration across accountants - so hard to replicate"  
[X Link](https://x.com/RonShamgar/status/2013861502797914266)  2026-01-21T06:29Z 10.8K followers, [--] engagements


"E-commerce was meant to kill bricks&mortar retail - FAIL Ozempic was meant to kill fast food - FAIL AI vibe coding is meant to kill software. Weve seen this movie before 😆"  
[X Link](https://x.com/RonShamgar/status/2013905600762061007)  2026-01-21T09:24Z 10.8K followers, [----] engagements


"@RedRooster7777 I cant give advice But we still hold $AIM"  
[X Link](https://x.com/RonShamgar/status/2014291127428616509)  2026-01-22T10:56Z 10.8K followers, [--] engagements


"@ryu_tay $360 today has basically marked a bottom for all the tech stocks with a good update I mentioned [--] days ago how market is wrong on AI killing software"  
[X Link](https://x.com/RonShamgar/status/2014593838426554650)  2026-01-23T06:59Z 10.8K followers, [----] engagements


"@JohnWickPencil All these stocks are retail driven Not many instos Hence why they doing well"  
[X Link](https://x.com/RonShamgar/status/2016010836985446732)  2026-01-27T04:50Z 10.8K followers, [---] engagements


"Great news today by $AXL. New funding structure is an inflection point in the companys growth profile and should see material reduction in funding costs going forward Watch out $SIV"  
[X Link](https://x.com/RonShamgar/status/978107007587688448)  2018-03-26T03:10Z 10.8K followers, [--] engagements


"This week $NBL acquired all but one brand from $SFH. In this case both groups are winners as $NBL is a turnaround specialist and $SFH retains the high-growth performing CityChic brand. $SFH up 60% and NBL up 20%. (I own both) https://www.google.com.au/amp/s/amp.smh.com.au/business/companies/millers-katies-and-rivers-sold-to-noni-b-for-31-million-20180514-p4zf41.html https://www.google.com.au/amp/s/amp.smh.com.au/business/companies/millers-katies-and-rivers-sold-to-noni-b-for-31-million-20180514-p4zf41.html"  
[X Link](https://x.com/RonShamgar/status/996675446459711489)  2018-05-16T08:55Z 10.8K followers, [--] engagements


"My valuation of $SFH is just under a $1 and $NBL is $4.50. Both expected to pay fully franked dividends going forward"  
[X Link](https://x.com/RonShamgar/status/996676326424625152)  2018-05-16T08:58Z 10.8K followers, [--] engagements


"$SFH someone just bought 10% of the company at 72cents (I own)"  
[X Link](https://x.com/RonShamgar/status/998420965104078848)  2018-05-21T04:31Z 10.8K followers, [--] engagements


"Pleasing to see other large funds (WAM Spheria) having the same conviction I have on $SFH. and they seem to have paid 72cents. A tremendous - yet still undiscovered - global retail growth story unfolding"  
[X Link](https://x.com/RonShamgar/status/999202406440222720)  2018-05-23T08:16Z 10.8K followers, [--] engagements


"@FunTechalyst Well done I dont believe $SFH was investment grade before this transaction and with the previous management team. Everything has now changed: biz balance sheet focus and management"  
[X Link](https://x.com/RonShamgar/status/999217361931522048)  2018-05-23T09:15Z 10.8K followers, [--] engagements


"@findthemoat Good article. $SFH the next $PMV 😉"  
[X Link](https://x.com/RonShamgar/status/999427874946891776)  2018-05-23T23:12Z 10.8K followers, [--] engagements


"@TradingEdge1 Director hasnt sold. just his involvement with the PE selldown. I think $ADH is a more mature biz with some debt and is only a domestic player. $SFH has significant growth upside in store rollout and global expansion. $SFH 37% vs $ADH 13% online sales"  
[X Link](https://x.com/RonShamgar/status/999493903962144768)  2018-05-24T03:34Z 10.8K followers, [--] engagements

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