# ![@compound248 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1269808265820549123.png) @compound248 Compound248 💰

Compound248 💰 posts on X about money, if you, elon musk, twitter the most. They currently have [-------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1269808265820549123/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269808265820549123/c:line/m:interactions.svg)

- [--] Week [-------] -72%
- [--] Month [---------] +106%
- [--] Months [----------] +339%
- [--] Year [----------] +94%

### Mentions: [--] [#](/creator/twitter::1269808265820549123/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269808265820549123/c:line/m:posts_active.svg)

- [--] Month [---] +4.60%
- [--] Months [---] +70%
- [--] Year [-----] -38%

### Followers: [-------] [#](/creator/twitter::1269808265820549123/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269808265820549123/c:line/m:followers.svg)

- [--] Week [------] +0.02%
- [--] Month [------] +0.47%
- [--] Months [------] +7.70%
- [--] Year [------] +10%

### CreatorRank: [-------] [#](/creator/twitter::1269808265820549123/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1269808265820549123/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  #4457 [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [exchanges](/list/exchanges)  [us election](/list/us-election) 

**Social topic influence**
[money](/topic/money), [if you](/topic/if-you), [elon musk](/topic/elon-musk), [twitter](/topic/twitter), [$goog](/topic/$goog), [in the](/topic/in-the), [open ai](/topic/open-ai), [$twtr](/topic/$twtr), [investment](/topic/investment) #310, [$googl](/topic/$googl)

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@billackman](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@buccocapital](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@pythiar](/creator/undefined) [@akramsrazor](/creator/undefined) [@rampcapitalllc](/creator/undefined) [@rabois](/creator/undefined) [@andrewrangeley](/creator/undefined) [@crussian17](/creator/undefined) [@chamath](/creator/undefined) [@lionelhutzesq](/creator/undefined) [@grok](/creator/undefined) [@revgalerivs](/creator/undefined) [@innocencecapit1](/creator/undefined) [@mrneutralman](/creator/undefined) [@thestalwart](/creator/undefined) [@trungtphan](/creator/undefined) [@michealtrope](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$goog) [Twitter Inc (TWTR)](/topic/$twtr) [Charter Communications Inc (CHTR)](/topic/$chtr) [DisChain (DIS)](/topic/$dis) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/$tsla) [Enovix Corporation Common Stock (ENVX)](/topic/enovix) [Mario Coin (COIN)](/topic/$coin) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SVB Financial Group (SIVBQ)](/topic/$sivb) [Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/$msft) [Mastercard, Inc. (MA)](/topic/$ma) [Capital One Financial Corp. (COF)](/topic/$cof) [Snap, Inc. (SNAP)](/topic/$snap) [American Express Company (AXP)](/topic/$axp) [Millicom International Cellular S.A. Common Stock (TIGO)](/topic/$tigo) [Metadium (META)](/topic/$meta) [AT&T Inc. (T)](/topic/$t) [Netflix Inc (NFLX)](/topic/$nflx) [Walmart, Inc. (WMT)](/topic/$wmt) [SeaPad (SPT)](/topic/$spt) [GrokCoin (GROKCOIN)](/topic/grok) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Salesforce Inc (CRM)](/topic/$crm) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Kuppy - while researching crypto beneficiaries have you looked at $FRMO FRMO has 550k shares in $GBTC and owns some BTC directly plus other cypto and non-crypto assets (incl a tiny stake in GBTC's IM). Bonus (I think): it's not a fraud. It's run by Horizon-Kinetics. $HUT CN basically tripled since I left for vacation. I just tossed mine in the high $3s. They took a few hundo without flinching. FOMO is suddenly strong on this one. Guess the kiddies discovered HUT after-all. Any other crypto plays with shitty IR still lagging behind $HUT CN basically tripled since I left for vacation. I just"  
[X Link](https://x.com/compound248/status/1341421994940768258)  2020-12-22T16:35Z 60.1K followers, [--] engagements


"The FHFA's Resolution Planning proposal today intensifies the recent tone of #GSE operations as "private enterprises". Extensive discussion of a post-conservatorship world. Focused on a) exiting conservatorship & b) staying private. $FMCKJ $FNMA etc. https://www.fhfa.gov/SupervisionRegulation/Rules/RuleDocuments/Resolution%20Planning%20NPR%20TO%20FR_for%20website.pdf https://www.fhfa.gov/SupervisionRegulation/Rules/RuleDocuments/Resolution%20Planning%20NPR%20TO%20FR_for%20website.pdf"  
[X Link](https://x.com/compound248/status/1341507355742253066)  2020-12-22T22:14Z 59K followers, [--] engagements


"@UrbanKaoboy We are on the same page - JPS have potential to be an epic setup RIGHT NOW. Everybody including the most loyal JPS followers are totally burned out. Lost 50% in last [--] weeks in an up market. Clock ticking. Distraction everywhere. Amazing is possible: https://x.com/compound248/status/1349436492024864768s=20 https://x.com/compound248/status/1349436492024864768s=20"  
[X Link](https://x.com/compound248/status/1349437525677527040)  2021-01-13T19:25Z 60.3K followers, [--] engagements


"$PETS - Another high short interest name. These are all going 🚀🚀🚀. #wallstreetbets Stay safe out there. Not the time to stretch"  
[X Link](https://x.com/compound248/status/1354446572164145163)  2021-01-27T15:10Z 58.7K followers, [--] engagements


"Citadel et al get a sneak peak at RH's order flow (ie pending trade activity) & use that to provide you liquidity (ie front-run your trade)"  
[X Link](https://x.com/compound248/status/1355274779348127747)  2021-01-29T22:01Z 58.9K followers, [---] engagements


"Citadel makes tiny amounts on each transaction (on average) slightly reducing the quality of your execution (on average) but allowing you to pay no explicit commission"  
[X Link](https://x.com/compound248/status/1355274780400898056)  2021-01-29T22:01Z 58.9K followers, [---] engagements


"Epic investments involve long rides - the greats try to kick you off. ALL investments hit air pockets. Some ephemeral some real. Riding to greatness means discerning the difference. Wisdom in those moments requires *knowing* what you own. Ex: $AMZN"  
[X Link](https://x.com/compound248/status/1369784772638179334)  2021-03-10T22:58Z 60.1K followers, [---] engagements


"Dear Crypto Friends I come in peace. A few people have pitched me on #Bitcoin "savings accounts" that pay 4-6% on BTC deposits. The #BTC futures curve (below) supposedly drives the return. I'm told it's perfectly safe & the fine print isn't scary. Can somebody share a link🙏"  
[X Link](https://x.com/compound248/status/1372646489181331456)  2021-03-18T20:30Z 58.9K followers, [--] engagements


"Today's SPAC IPOs arrived with a THUD. Nobody will buy IPOs if the upside is pennies and the downside is dimes. Dragoneer Gores ArcLight - [--] weeks ago these would open $10.50. But today anyone could buy these brand names @ =$10 IPO price. With no pop the window closes"  
[X Link](https://x.com/compound248/status/1374420768298213383)  2021-03-23T18:00Z 60.2K followers, [--] engagements


"After tomorrow the SPAC IPO market will be a dribble (a few priced today that trade tomorrow). Until we see: Secondary Prices NAV it is closed. The few that get done will be big names or bring BYO capital (e.g. $GLHAU brought substantial backing from friends of the firm)"  
[X Link](https://x.com/compound248/status/1374420771628412934)  2021-03-23T18:00Z 60.2K followers, [--] engagements


"The Archegos articles are coming fast a furious now. Lips are loosening on the current state of affairs. In the next few days we will get the retrospective on the triggers/proximal causes. Im going with: (SaaS + FANGy + SPACs) x leverage x market hedge = basis risk gone bad"  
[X Link](https://x.com/compound248/status/1376371311786795009)  2021-03-29T03:11Z 60.1K followers, [--] engagements


"MS traded about $13 b including Farfetch DISCA BIDU & GSX while GS sold $6.6 billion worth of shares of Baidu Tencent Music & VIPS. That move was followed by the sale of $3.9 billion of shares in ViacomCBS & IQiyi Inc. according to an email. https://www.bloomberg.com/news/articles/2021-03-28/traders-are-glued-to-their-screens-and-set-for-volatile-open https://www.bloomberg.com/news/articles/2021-03-28/traders-are-glued-to-their-screens-and-set-for-volatile-open"  
[X Link](https://x.com/compound248/status/1376371949530669056)  2021-03-29T03:13Z 60.1K followers, [--] engagements


"A $2.3 billion set of blocks. CS may be down -$2.4 billion on JUST these blocks. @CreditSuisse has been gagging on this unflushed waste. Not precisely the kind of update I was expecting from $CS but a statement nonetheless. Flush it. Sell it all. Get it off my books"  
[X Link](https://x.com/compound248/status/1379177349544091656)  2021-04-05T21:01Z 59K followers, [--] engagements


"I don't really believe $TWTR has any plans to buy Clubhouse. Spaces is up & running with a quality fully integrated alternative. CH is in the midst of trying to raise its next round - this type of news is "conveniently" helpful to CH. I'd consider this a sellable offense. BBG:"  
[X Link](https://x.com/compound248/status/1379919351948705799)  2021-04-07T22:09Z 58.9K followers, [--] engagements


"A gentle reminder that owning companies that are priced for perfection means you are betting on.a high standard. Exhibit A: $TTD A great company. A nearly impossible standard"  
[X Link](https://x.com/compound248/status/1391752948435324932)  2021-05-10T13:52Z 58.9K followers, [--] engagements


"@mintzmyer @BillBrewsterSCG @ElliotTurn @SuperMugatu @akramsrazor @Ricksalin Believe it or not your shipping pods this time last year are how I first stumbled upon Akram. Great CEO interviews Jay"  
[X Link](https://x.com/compound248/status/1391924180636012544)  2021-05-11T01:12Z 60.2K followers, [--] engagements


"Despite my history of making fun of the disastrous M&A track records of AT&T and $VZ I have to admit this would make a ton of strategic sense. It could be an elegant way to unload $Ts non-HBO content assets while maintaining upside exposure (subject to learning the details)"  
[X Link](https://x.com/compound248/status/1393973088333832193)  2021-05-16T16:54Z 59K followers, [--] engagements


"Twitter Blue - $TWTRs intro subscription service - has arrived. Canadians and Aussies can sign up. The initial features are basic but compelling. Initial is key: iteration and innovation are coming. So what Who cares about $3/month on an ad juggernaut 😅😇 Read on. 1/n"  
[X Link](https://x.com/compound248/status/1400828127337750532)  2021-06-04T14:53Z 58.9K followers, [--] engagements


""Media personality" Lol"  
[X Link](https://x.com/compound248/status/1412134086865530885)  2021-07-05T19:39Z 59K followers, [--] engagements


"The Space @antoniogm and @benthompson are in right now is 2x as big as the largest room of any kind on Clubhouse right now. At least partly explains why Ben has made the switch. Twitter is delivering. Welcome home"  
[X Link](https://x.com/compound248/status/1412953629057769476)  2021-07-08T01:56Z 58.9K followers, [--] engagements


"$TWTR is quietly emphasizing a major timeline enhancement in the form of an old Topic called You Might Like. YML is a catch-all Topic that delivers personalized content that - well - YOU might like. Ive been resisting clicking Yes but admittedly its really good. 😊 1/3"  
[X Link](https://x.com/compound248/status/1414922700930306064)  2021-07-13T12:20Z 58.9K followers, [--] engagements


"Ignore the 5.4% year over year CPI number: its the 0.9% month over month inflation thats scary. That annualized to 11%. Jan 0.3% Feb 0.4% Mar 0.6% Apr 0.8% May 0.6% Jun 0.9%🌶 Transitory"  
[X Link](https://x.com/compound248/status/1414927874289815552)  2021-07-13T12:41Z 58.9K followers, [--] engagements


"Shots fired. Go Sixers. $APO"  
[X Link](https://x.com/compound248/status/1414960932669870102)  2021-07-13T14:52Z 59K followers, [--] engagements


"Oh crap - here we go Nobody tell Huber. Its tomato time. 🍅 @sweatystartup $KKR"  
[X Link](https://x.com/compound248/status/1419861693019131904)  2021-07-27T03:26Z 59K followers, [--] engagements


"Buffett says he wants executives focused squarely on moat. For $TWTR [--] things combined will reveal its progress: 1) mDAUs + 2) ARPU A 3rd would be operating efficiency. *Everything* that drives value for Twitter connects directly to those. All else is distraction. APRU.👇"  
[X Link](https://x.com/compound248/status/1420421704795443204)  2021-07-28T16:31Z 58.9K followers, [--] engagements


"Dear Twitter Gods Dreams really do come true. I take it all back My $TWTR Spaces discovery button just appeared at the bottom of my phone. Unleash the hounds 🐶 -Compound (See screen capture from moments ago. Discovery results in all their glory. Oh the places well go.)"  
[X Link](https://x.com/compound248/status/1423436576747622400)  2021-08-06T00:11Z 59K followers, [--] engagements


"Bidding war. Hellman & Friedman KKR EQT. Wither $CHWY Time for Chewy to enter Stage Left"  
[X Link](https://x.com/compound248/status/1435247894542573577)  2021-09-07T14:25Z 60.4K followers, [--] engagements


"New $TWTR UI vs Old (current) UI Side by Side - dramatic visual shift"  
[X Link](https://x.com/compound248/status/1435936373127761923)  2021-09-09T12:01Z 59K followers, [--] engagements


"51 years after its Oct [--] [----] IPO the Walton family still owns 45% of Walmart worth $200 Billion. Today $WMT has a 1.5% dividend yield. On their $200 Billion the Waltons receive $3 Billion in cash - every year - and growing. FIRE vibes"  
[X Link](https://x.com/compound248/status/1443193684447698945)  2021-09-29T12:39Z 58.9K followers, [--] engagements


"$SNAP founder Evan Spiegel joins the suits"  
[X Link](https://x.com/compound248/status/1445853996980133893)  2021-10-06T20:50Z 59K followers, [--] engagements


"Friday night fun night. Have a great weekend"  
[X Link](https://x.com/compound248/status/1446628091632160772)  2021-10-09T00:06Z 59K followers, [--] engagements


"What else is there to say It's a $DWAC Attack. A couple more days like this and TMTG will catch up to $TWTR in pro forma market cap"  
[X Link](https://x.com/compound248/status/1451232697033150471)  2021-10-21T17:03Z 59K followers, [--] engagements


"Trump has TWENTY BILLION DOLLARS of implied $DWAC value. That's right. $20000000000 You have to love it"  
[X Link](https://x.com/compound248/status/1451546583082881026)  2021-10-22T13:50Z 59K followers, [--] engagements


"1/x Megacable - #CotD 2:5 With [---] mm unique subs (incl [----] mm broadband) Megacable is Mexico's #2 cableco. It's an example of a non-US $BYTE Index holding in last-mile connectivity. High-Single Digits % Sub Growth + A Few % Price = Secular Growth near 10% p.a. 🧵👇"  
[X Link](https://x.com/compound248/status/1455638680761208838)  2021-11-02T20:51Z 58.9K followers, [--] engagements


"Digital Bridge is finalizing a huge transformation from a stale legacy real estate biz to the best owner of digital infrastructure assets this side of $BYTE Index. $DBRG = combo of Private Equity + Directly Held Digital Infra: data centers fiber towers & more. #CotD 🧵👇 1/"  
[X Link](https://x.com/compound248/status/1456733631775399943)  2021-11-05T21:22Z 59K followers, [--] engagements


"Dammit - I scheduled this Tweet last night to go out this a.m. But now I see $AMT is officially buying $COR. Thats right a data center business is being acquired by a towerco. This is a drive to support edge and 5G - speed latency throughput ubiquity vertical integration. [--] of the [--] $BYTE Index constituents are already rumored as takeout targets: @IODigitalIndex created it just [--] weeks ago. Somehow I managed to review neither of them in my [--] digital infra cos in [--] days.🤦♂ Both targets are data center companies: CoreSite ($COR) & CyrusOne ($CONE) https://t.co/LV1YCjlSRs [--] of the [--] $BYTE"  
[X Link](https://x.com/compound248/status/1460224402747011076)  2021-11-15T12:33Z 59K followers, [--] engagements


"Lets be honest: A HUGE portion of the would-be owners of the Constitution didnt understand they actually were would-be donors to an LLC - owned by [--] people - which would defacto own the artifact. One might argue @ConstitutionDAO willfully nurtured this misunderstanding.🤔"  
[X Link](https://x.com/compound248/status/1462512318181523456)  2021-11-21T20:04Z 58.9K followers, [--] engagements


"Every SaaS business trading at 30x revenue will have a Docusign moment someday. $DOCU - 💀💀"  
[X Link](https://x.com/compound248/status/1466797169856462853)  2021-12-03T15:51Z 58.9K followers, [---] engagements


"Shocked. Shocked The SEC is investigating Trumps $DWAC deal to make sure it didnt violate SPAC regs. Fake news ;)"  
[X Link](https://x.com/compound248/status/1467892394750357511)  2021-12-06T16:23Z 59K followers, [--] engagements


""So the last shall be first and the first last." Matthew [----] Saas vs Oil and Gas"  
[X Link](https://x.com/compound248/status/1478405025005285387)  2022-01-04T16:36Z 58.9K followers, [--] engagements


"This would going to put the sin back in synergies - there will be blood🩸 $Dish & DirecTV ( $T ) in fresh merger talks: TPG pushing talks Charlie Ergen appears to be stalling over super-vote desires Insiders optimistic a deal would not face prior antitrust concerns"  
[X Link](https://x.com/compound248/status/1481081630676631554)  2022-01-12T01:52Z 58.9K followers, [--] engagements


"The standard path of a "Growth-to-Value" transition. Stock trades on: 1) EV / TAM then 2) EV / Revenue 3) EV / Gross Profit 4) EV / EBITDA 5) EV / FCF 6) P / eFCF 7) Asset Value😱 $ZM traded at $570 less than [--] years ago and is threatening to skip straight from step #2 to #6"  
[X Link](https://x.com/compound248/status/1482051314360233987)  2022-01-14T18:05Z 58.9K followers, [---] engagements


"Now back to the $20s for the first time since March/April [----] $PTON has fully lapped its Covid bump. What a world"  
[X Link](https://x.com/compound248/status/1483480615190241284)  2022-01-18T16:45Z 59K followers, [--] engagements


"First SPACs (EV/TAM stocks) Then SaaS (EV/Revenue stocks) Then Peloton. Now Netflix (EV/EBITDA -10% afterhours) SPACs Saas $PTON $NFLX. What's next 🤔"  
[X Link](https://x.com/compound248/status/1484271061420101632)  2022-01-20T21:06Z 58.7K followers, [--] engagements


"If Google keeps this up someday people might start to say it's a pretty good business. 🤔 $GOOG"  
[X Link](https://x.com/compound248/status/1488623748966088706)  2022-02-01T21:22Z 59K followers, [--] engagements


"$SNAP issuing a convert [--] days after a +60% pop. lol"  
[X Link](https://x.com/compound248/status/1491040185848823809)  2022-02-08T13:24Z 59K followers, [---] engagements


"$PTON appoints new CEO resets the Board and announces a massive transformation (cost reduction). 😳💥 Talk about the kitchen sink Not what youd do if a sale of the company was imminent"  
[X Link](https://x.com/compound248/status/1491043721353494530)  2022-02-08T13:38Z 58.9K followers, [--] engagements


"Oh $SNOW you didnt Oh yes I did. -30% 🪜 Oof. Nail another tombstone to the $DOCU wall. 💀💀 https://x.com/compound248/status/1466797169856462853s=21 Every SaaS business trading at 30x revenue will have a Docusign moment someday. $DOCU - 💀💀 https://t.co/ubBqBvWMTa https://x.com/compound248/status/1466797169856462853s=21 Every SaaS business trading at 30x revenue will have a Docusign moment someday. $DOCU - 💀💀 https://t.co/ubBqBvWMTa"  
[X Link](https://x.com/compound248/status/1499131775234232331)  2022-03-02T21:17Z 58.9K followers, [--] engagements


"This could get 🌶 $ATVI $IAC"  
[X Link](https://x.com/compound248/status/1509613670334181385)  2022-03-31T19:28Z 59K followers, [--] engagements


"This really is incredible: [--] days ago raising $100 million [--] days ago still raising but laying off 50% of team [--] days ago seeking to sell itself Today: Fast is SHUTTING DOWN The "Fast" jokes make themselves"  
[X Link](https://x.com/compound248/status/1511398989333155840)  2022-04-05T17:42Z 58.6K followers, [---] engagements


"#fundingsecured and more $TWTR #fundingsecured. Elon files a $13 BILLION lending commitment from Morgan Stanley on same day $TSLA do what $TSLA do. #fundingsecured on [---] no less https://t.co/8TwzUQjKTL #fundingsecured on [---] no less https://t.co/8TwzUQjKTL"  
[X Link](https://x.com/compound248/status/1517136372263358466)  2022-04-21T13:41Z 59K followers, [--] engagements


"It's the wrong time of the year for the wrong time of the year. First $WMT then $TGT now $CSCO: who next"  
[X Link](https://x.com/compound248/status/1527027255746211841)  2022-05-18T20:44Z 59K followers, [--] engagements


"$TWTR be like "who drives the Clown Car now mf'ers" [--] Year Rank - CUMULATIVE RETURN: [--]. $TWTR: +103% . T2. $FB: +18% T2. $TCEHY: +18% [--]. $PINS (since [----] IPO): -10% [--]. $SNAP: -39% [--]. $WB: -73%"  
[X Link](https://x.com/compound248/status/1529148974107463682)  2022-05-24T17:15Z 58.9K followers, [---] engagements


"The Hung-Loan Returns It looks like Elons $TWTR LBO lenders (led by $MS) risk taking a discount to syndicate the $3B unsecured bridge piece. It would likely price near its rate cap 11.75%. Counting fees the lenders are still around breakeven on that bit but just barely"  
[X Link](https://x.com/compound248/status/1529928311882891271)  2022-05-26T20:51Z 58.9K followers, [--] engagements


"How long until we reach the point where an emergency rate *hike* by the Fed is bullish equities Not there yet but I predict that vibe underpins the bottom"  
[X Link](https://x.com/compound248/status/1536431635763286018)  2022-06-13T19:33Z 59K followers, [--] engagements


"@ComebackCap Would take a lot. $LMAC + $FWONK + $WBD or something like that"  
[X Link](https://x.com/compound248/status/1542653346129104896)  2022-06-30T23:36Z 58.7K followers, [--] engagements


"I can state - without reservation - that the CFA Institute is the single most bloated wasteful not for profit on planet Earth. You all have no idea. Twitter Inc. exudes frugality by comparison. As a CFA Charterholder since [----] I don't recall a proxy vote that's been much more than a rubber stamp. Until this year. I encourage those eligible to vote to carefully review Proposal [--] and related [--] [--] and [--]. Note what's coming out of the Bylaws and what's proposed. 1/ https://t.co/e4QGwI1t83 As a CFA Charterholder since [----] I don't recall a proxy vote that's been much more than a rubber stamp."  
[X Link](https://x.com/compound248/status/1547364991522820099)  2022-07-13T23:38Z 59K followers, [--] engagements


"VC Fund Pitching LPs: We only back ethical transparent entrepreneurs - those who admit mistakes quickly and deal with them directly. Also VC Fund Reporting to LPs: We are pleased to report Q2 performance of -4% bringing [----] YTD returns to -6% before fees & expenses.🚨"  
[X Link](https://x.com/compound248/status/1551199314206146560)  2022-07-24T13:35Z 58.9K followers, [--] engagements


"At $TSLA AGM yesterday @garyblack00 asked Elon about succession & $TWTR. EM replied almost wistfully. I use Twtr a lot. Sometimes I shoot myself in the foot; dig my grave etc Musk also showed ❤ for the platform professing Twtr as a piece of a big vision hes long held"  
[X Link](https://x.com/compound248/status/1555631982251474948)  2022-08-05T19:09Z 58.9K followers, [--] engagements


"$ADBE shareholders rn"  
[X Link](https://x.com/compound248/status/1570492213020471297)  2022-09-15T19:18Z 58.9K followers, [--] engagements


"My [----] bingo card did not have Mr. Market implying NBCU was the crown jewel of the $CMCSA empire. Comcast (in blue) being bouyed by media assets vs the anchor of its obviously-going-to-zero cable business: $ATUS & $CHTR are the lower [--] lines; $FOX & $DIS top [--] What a world"  
[X Link](https://x.com/compound248/status/1575946829581410304)  2022-09-30T20:32Z 58.9K followers, [--] engagements


"I thumbsucked this Swedish Match / $PM arb like an fing moron. I can be so so dumb. So dumb"  
[X Link](https://x.com/compound248/status/1582862670822141952)  2022-10-19T22:34Z 58.9K followers, [--] engagements


"Who drives the clown car now Zuck 🤡🚗 Trailing 5-Year Cumulative Chart: $META: -26.4% $SNAP: -45.0% . $TWTR: +200.2% 👀💰"  
[X Link](https://x.com/compound248/status/1584557623869075456)  2022-10-24T14:49Z 59K followers, [--] engagements


"Its been a tough year for European sneakers. Thats legit one of the worst charts Ive ever seen. $ADS"  
[X Link](https://x.com/compound248/status/1584867947184803842)  2022-10-25T11:22Z 58.9K followers, [--] engagements


"Why has Warren Buffett acquired giant Oil & Gas stakes in $OXY & $CVX In [----] he told @charlierose that if due to geopolitics 5mm barrels of oil a day got shutoffthered be a lot of disruption in the world. Right after the Ukrainian war started $BRK ramped O&G buying"  
[X Link](https://x.com/compound248/status/1588884915650981891)  2022-11-05T13:24Z 59K followers, [---] engagements


"Alameda lent $1 billion to Sam personally and $2.3 billion to Sams personal entity (Paper Bird). It also lent $543mm to Nishad Singh. from bk filing docs Keep in mind that Alameda got that money by exchanging magic beans aka $FTT and $SRM to FTX for its CUSTOMERS ASSETS"  
[X Link](https://x.com/compound248/status/1593252587993632768)  2022-11-17T14:39Z 60.2K followers, [---] engagements


"$CRM 10% RIF and other cost reductions. Wont be the last. 👀"  
[X Link](https://x.com/compound248/status/1610626343112146945)  2023-01-04T13:16Z 58.9K followers, 10.8K engagements


"I want a high speed manufacturing machine that also gets run by people who earn two-bucks an hour. 😬 T.J. Rogers Executive Chairman of $ENVX on how to succeed manufacturing battery tech for consumer devices Helps explain why $AAPL has such high margins 👀"  
[X Link](https://x.com/compound248/status/1610706581959721004)  2023-01-04T18:35Z 59K followers, 102.4K engagements


"SBF claims Alameda (Sams personal account) ended [----] with nearly ONE HUNDRED BILLION OF NET ASSET VALUE. 👀 Holy. Shit. I had to read three times. $100000000000 is the claim. Marked to marketby my model. In case anyone wonders Compound248 is worth $100 trillion"  
[X Link](https://x.com/compound248/status/1613531066794446848)  2023-01-12T13:39Z 59K followers, [----] engagements


"That second gray bullet is quite something. Bberg on $JPM"  
[X Link](https://x.com/compound248/status/1616178971523317765)  2023-01-19T21:01Z 58.9K followers, [----] engagements


"👀 $LUMN at 44-year lows after hours. Fiber overbuilding for thewin #FTTH 😬 I can laugh at this because Im an $ATUS bagholder and sit at the bottom of the value investing intersectional hierarchy"  
[X Link](https://x.com/compound248/status/1623110726721183745)  2023-02-08T00:05Z 58.9K followers, 26.7K engagements


"Microsoft brilliantly learned from its disastrous $ATVI antitrust saga. Instead of acquiring OpenAI outright $MSFT is using Wall Street-style financial engineering to focus primarily on acquiring OpenAIs profits while leaving the OpenAI corporate shell barely independent evading regulatory approval. ❤ $GOOG $META - you paying attention"  
[X Link](https://x.com/compound248/status/1623846130470510592)  2023-02-10T00:47Z 58.9K followers, 69K engagements


"Does any major company have a shorter 10-K than $COST [--] pages (through the Board signatures pre-Exhibits). Comp: Pg # $CHTR: [---] $META: [---] $GOOG: [--] $MSFT: [---] $XOM: [---] $NFLX: [--] $JPM: [---] $BRK: [---] $BX: [---] $DIS: [---] $KO: [---] $T: [---] Efficient 10-Ks funds $1.50 hotdogs"  
[X Link](https://x.com/compound248/status/1624090568036065281)  2023-02-10T16:59Z 58.9K followers, [----] engagements


"What % of search queries is Generative AI a better engine than Search Not these: Omaha to NYC flight Super Bowl score Flower delivery Fast X trailer Weather GenrtvAI is a search *feature* not the product: easier for $GOOG to add GnrtvAI than Bing to displace $GOOG"  
[X Link](https://x.com/compound248/status/1625477024792907776)  2023-02-14T12:48Z 60.1K followers, 15.3K engagements


"The crowd laughed @ Tims request for Buffett to be as specific as possible about asset classes percentages whatever youre willing to offer. But Buffett didnt laugh - he gave Tim straightforward advice: Id probably have it all in a very low cost equity index fund. 2/x"  
[X Link](https://x.com/compound248/status/1626937288490901510)  2023-02-18T13:30Z 59K followers, 89.9K engagements


"How much would you pay for this TODAY The business has recurring revenue + a decent product. Safe to assume these are fairly optimistic assumptions but let's take them at face value. $50+mm SBC in the Adj & FCF. The grey numbers Street estimates for '23 '24 '25 '26 '27"  
[X Link](https://x.com/compound248/status/1628430764009291779)  2023-02-22T16:25Z 60.2K followers, 89.2K engagements


"2. Make 'em Matter - Punchcard Investing Buffett claims only "about a dozen truly good decisions. one every five years" have generated $BRK's fabulously "satisfactory" results. The rest of his investments have either been "so-so" or losers"  
[X Link](https://x.com/compound248/status/1629502105764364297)  2023-02-25T15:22Z 59K followers, 14.3K engagements


"6. Own Don't Rent Of the S&P [---] $BRK is the largest owner of EIGHT of the [---] companies: $AXP $BAC $CVX $KO $HPQ $MCO $OXY $PARA (🤮). That doesn't count $BRK itself or $AAPL. Nor BNSF (Berkshire's railroad biz) or BHE (its energy biz) both of which would qualify"  
[X Link](https://x.com/compound248/status/1629502116837441536)  2023-02-25T15:22Z 58.9K followers, 11.3K engagements


"8. BUFFETT LISTENS TO PODCASTS. .and The Wisdom of Charlie Munger What podcast is this Twitter do your thing Buffett highlights a slew of his favorite Charlie aphorisms - there is more wisdom in this list than housed in certain universities. "Patience can be learned.""  
[X Link](https://x.com/compound248/status/1629502120171896836)  2023-02-25T15:22Z 59K followers, 60.4K engagements


"That time Charlie Munger helped $BRK make 3300% on a VC investment in an Electric Vehicle company. Our $270 million there is worth about $8 BILLIONor maybe nine. 😳 Must be $TSLA you say. Nope. Charlie tells you a tale about the worlds largest EV manufacturer: BYD"  
[X Link](https://x.com/compound248/status/1630542442482094081)  2023-02-28T12:16Z 59K followers, 184.1K engagements


"@Mr_Neutral_Man @RealAssetsValue Oh boy now Im rooting for $HBI to zero"  
[X Link](https://x.com/compound248/status/1630752938212618247)  2023-03-01T02:12Z 58.9K followers, [---] engagements


"Tilting the zeitgeist. wen a16z ai Fund [--] ser"  
[X Link](https://x.com/compound248/status/1632362341344899073)  2023-03-05T12:48Z 60.1K followers, 26K engagements


"Absolutely 🔥 pod between @BillBrewsterTBB and Markel CEO Tom Gayner. If anyone is building a Berkshire [---] Tom and $MKL are in Richmond VA. Tom is one of the good ones. You should listen. https://open.spotify.com/episode/10HYObwZyPfgknzZvfbpwjsi=ubi4z830TuW9Xt__UuzGXw&t=17&context=spotify%3Ashow%3A5OXBdcyxYWOEcN8Y2aO6v9 https://open.spotify.com/episode/10HYObwZyPfgknzZvfbpwjsi=ubi4z830TuW9Xt__UuzGXw&t=17&context=spotify%3Ashow%3A5OXBdcyxYWOEcN8Y2aO6v9"  
[X Link](https://x.com/compound248/status/1632910830374354946)  2023-03-07T01:07Z 58.9K followers, 18.1K engagements


"Vibes - Cramer telling J-Pow about $SIVB. Its bad out there folks. If you are levered long duration youve been eating 💩"  
[X Link](https://x.com/compound248/status/1633997948127416320)  2023-03-10T01:07Z 58.9K followers, 36.4K engagements


"11. But that situation rarely happens. The FDIC and FHLBs exist to limit this. However once it starts game theory kicks in: NOBODY wants to be the last depositor at a bank. We all can picture what happens then"  
[X Link](https://x.com/compound248/status/1634105403721285632)  2023-03-10T08:14Z 58.6K followers, 221K engagements


"12. Which brings us to today. $SIVB has large depositors. Large depositors arent fully insured by the FDIC - they have an incentive to find HIGHLY sound banks. Once a whiff of issue pops up large depositors run one might say they bank run"  
[X Link](https://x.com/compound248/status/1634105405675798529)  2023-03-10T08:14Z 58.6K followers, 208.4K engagements


"Oh to be Warren Buffetts phone today"  
[X Link](https://x.com/compound248/status/1634231614954946560)  2023-03-10T16:35Z 58.6K followers, 34K engagements


"The banks name said it all: It really was Silicon Valleys bank. 😬 $SIVB (Screenshotted because who knows how long the @ycombinator banks at SVB landing page will stay live)"  
[X Link](https://x.com/compound248/status/1634554782806601730)  2023-03-11T14:00Z 59K followers, 24.3K engagements


"Well we know whos going to acquire $FRC if it ever fails Jamie ready to buy the Crown Jewels. $JPM"  
[X Link](https://x.com/compound248/status/1635073225888763905)  2023-03-13T00:20Z 58.9K followers, 241.9K engagements


"Some LinkedIn dude copied and pasted my thread on $SIVB WORD-FOR-WORD and got [-----] Likes and [----] comments expressing gratitude. At least at the very bottom he wrote By Compound248 albeit with [--] context: whats C248 Bylines go at the top bruh.😂 https://www.linkedin.com/posts/kenkuang_silicon-valley-bank-svb-was-thriving-credit-activity-7040193647903989760-6SQ-utm_source=share&utm_medium=member_ios https://www.linkedin.com/posts/kenkuang_silicon-valley-bank-svb-was-thriving-credit-activity-7040193647903989760-6SQ-utm_source=share&utm_medium=member_ios"  
[X Link](https://x.com/compound248/status/1635082782035824640)  2023-03-13T00:58Z 58.9K followers, 81.5K engagements


"If you think J-Powell is unhappy about this banking hiccup you arent thinking the right way about how money is created. Banks are about to do the monetary tightening that no Fed Chair truly wants to do. And banks are more nuanced than Fed policy. This is better. 🏦💰"  
[X Link](https://x.com/compound248/status/1635471565671350272)  2023-03-14T02:43Z 58.9K followers, 259.8K engagements


"Great job breaking down $DBRG but @AndrewRangeley & @SWFLWildcats on Yet Another Value Podcast If you dig the digital Infrastructure (like $EQIX) or alt managers (like $BX) - or you just like making $$ - you should listen. Sponsored by my $BYTE friends. https://open.spotify.com/episode/7gYGxaYJ449xYVyOAAab0xsi=Zq5h0iJITOufRvtjcI26DA https://open.spotify.com/episode/7gYGxaYJ449xYVyOAAab0xsi=Zq5h0iJITOufRvtjcI26DA"  
[X Link](https://x.com/compound248/status/1635777216956235776)  2023-03-14T22:57Z 59K followers, 11.2K engagements


"@GDFPARENT @Akston_Capital Undoubtedly SOME banks are losing deposits to big banks (or to non-banks). But how widespread is the question"  
[X Link](https://x.com/compound248/status/1635821640494768129)  2023-03-15T01:54Z 61K followers, [---] engagements


"Not even waiting for 4:00 pm $FRC $BAC $JPM $GS $MS et al"  
[X Link](https://x.com/compound248/status/1636450796463173632)  2023-03-16T19:34Z 59K followers, 249.9K engagements


"If anyone can make heads or tails of this $FRC disclosure theyre a better man (or woman) than me. The chefs kiss is if $FRC has to pay more to these big banks for the deposits than the big banks that took those deposits from $FRC in the first place are paying to new depositors. 👩🍳 😘 The chefs kiss is if $FRC has to pay more to these big banks for the deposits than the big banks that took those deposits from $FRC in the first place are paying to new depositors. 👩🍳 😘"  
[X Link](https://x.com/compound248/status/1636463297842012160)  2023-03-16T20:23Z 58.6K followers, 37.6K engagements


"If youre taking a flyer on a wounded and wobbling US bank stock with takeover as your thesis bear in mind $UBS is basically being forced to acquire $CS for $1 billion and the market cap of $CS at Fridays close was $8 billion. 😬 Not good Bob. Not good"  
[X Link](https://x.com/compound248/status/1637470996306198528)  2023-03-19T15:08Z 59K followers, 234K engagements


""You'll get nothing.and like it." Below are recent trading prices of the $CS [--] 3/4 AT1s that the Swiss regulators just zeroed (despite leaving equity with residual value: ie the junior survived the ostensibly senior security). [--] a week ago Today "Read my lips: Z E R O.""  
[X Link](https://x.com/compound248/status/1637565740118147073)  2023-03-19T21:24Z 58.9K followers, 94.3K engagements


"Banking fragility has worried @BillAckman for decades. A 28-year old Ackman from New York City once asked Buffett about Salomon Bros 30:1 leverage at $BRK [----] AGM. That risk profile catalyzed the GFC in 2007-09. Now hes worried about systemic risk again. A short 🧵👇"  
[X Link](https://x.com/compound248/status/1639659709626974211)  2023-03-25T16:05Z 59K followers, 381.2K engagements


"@nickbraun0 @BillAckman FWIW the NAV of $PSH is $50. It would still be trailing $CMG though I'm not sure why Chipotle is a relevant benchmark. (I'm not involved in anything Pershing Square but Bill is a very good investor)"  
[X Link](https://x.com/compound248/status/1640349829711757312)  2023-03-27T13:47Z 60.1K followers, [---] engagements


"where were the signs https://x.com/compound248/status/1524536014101954562s=46&t=SmRs2hs8UVYDbY_ZrGe0XA https://x.com/compound248/status/1524536014101954562s=46&t=SmRs2hs8UVYDbY_ZrGe0XA"  
[X Link](https://x.com/compound248/status/1640877934964531200)  2023-03-29T00:46Z 59.9K followers, 16.7K engagements


"I was told this time last year that it wasnt fair to criticize SafeMoon because it had moved on to its second rug puI mean version: SafeMoon V2. Tbf at -89% its actually done better than V1: V2 puts the safe in SafeMoon"  
[X Link](https://x.com/compound248/status/1640889584648159237)  2023-03-29T01:32Z 59.9K followers, [----] engagements


"@AlderLaneEggs @LurkingGhost3 @joceyreyes209 Im curious how you pencil out to a $2 billion valuation"  
[X Link](https://x.com/compound248/status/1641052294732029952)  2023-03-29T12:18Z 58.9K followers, [----] engagements


"@InnocenceCapit1 @buccocapital @ReustleMatt @joincolossus @PythiaR Im sure its obvious but Im kidding"  
[X Link](https://x.com/compound248/status/1641095246753804289)  2023-03-29T15:09Z 58.6K followers, [---] engagements


"@ecommerceshares Whats the I hate it thesis on $DAR"  
[X Link](https://x.com/compound248/status/1643384832628498434)  2023-04-04T22:47Z 58.9K followers, [----] engagements


"Just when $AMC shareholders received a morsel of hope from Vice Chancellor Zurn here comes $APE"  
[X Link](https://x.com/compound248/status/1647611174127542277)  2023-04-16T14:41Z 59K followers, 13.5K engagements


"@dalibali2 My thoughts on $TMDX going regular way"  
[X Link](https://x.com/compound248/status/1649588574096875525)  2023-04-22T01:38Z 58.8K followers, [---] engagements


"1. Evan do what Evan want to do. $SNAP is Exhibit A of ATROCIOUS governance highlighting the risk of Super-Voting. Public owners have ZERO voting and are being fleeced. Shareholders should *never* again accept a near-perpetual situation like this. .but they will. 🧵👇"  
[X Link](https://x.com/compound248/status/1652060091409940482)  2023-04-28T21:19Z 58.8K followers, 333.9K engagements


"5. Fleecin' Ain't New When $SNAP IPO'd in [----] CEO Evan Spiegel was granted an RSU for 3% of the company worth $600+ million.of super-voting shares. Why I don't know for sure but I have 600mm ideas"  
[X Link](https://x.com/compound248/status/1652060097063931904)  2023-04-28T21:19Z 58.9K followers, [----] engagements


"6. Vote Today Spiegel owns 10.5% of $SNAP but 53.1% of the vote. His co-founder Robert Murphy owns a bit more (12%) but has slightly fewer votes (due to his mix of shares): he "only" controls 46.4% of the vote. Combined they own 23% of the company but 99.5% of the vote"  
[X Link](https://x.com/compound248/status/1652060098607427591)  2023-04-28T21:19Z 58.9K followers, [----] engagements


"* SOURCES SAY FDIC TO TAKEOVER $FRC - WSJ * $PNC AND $JPM AMONG LIKELY BIDDERS TO ACQUIRE FROM FDIC"  
[X Link](https://x.com/compound248/status/1652128392307789824)  2023-04-29T01:51Z 58.9K followers, 32.4K engagements


"PayPal increasingly looks like a secular short. It may have opportunities to improve management cost structure etc. but I also suspect it's going to need those. Life gets harder from here. $PYPL"  
[X Link](https://x.com/compound248/status/1655935897609863169)  2023-05-09T14:00Z 59K followers, 42K engagements


"Q: Sell-side Software Analyst: Youve laid off 30% of the workforce - how much did that impact your CPaaS growth rate A: $TWLO Executive: Literally zero. No impact actually if Im being honest the client experience has improved. @Compound248: 😳😬"  
[X Link](https://x.com/compound248/status/1656327221756276737)  2023-05-10T15:55Z 59K followers, 233.5K engagements


"3. $IEP fails to clarify the shortfall between its cash flow and quarterly distribution (dividend). $IEP arguably obfuscated further by pretending to address the fact it doesn't have the cash flow to pay its distribution while in fact regularly issuing stock to fund it"  
[X Link](https://x.com/compound248/status/1656403554427387905)  2023-05-10T20:59Z 58.9K followers, [----] engagements


"4. Throughout the response $IEP makes the nearly unforgivable sin of criticizing activist short-selling rather than the merits of the thesis - if $IEP needn't issue stock who cares where it trades The idea of Carl as a victim of an activist attack is the height of irony"  
[X Link](https://x.com/compound248/status/1656403556730036226)  2023-05-10T20:59Z 58.9K followers, [----] engagements


"A picture says [----] words. $TWLO"  
[X Link](https://x.com/compound248/status/1657042072233205762)  2023-05-12T15:16Z 58.9K followers, 203.2K engagements


"I asked Google Bard to write me a five paragraph stock pitch for $AXP. Six paragraphs later including made up Revenue and Net Income numbers it got the gist of the AmEx narrative correct"  
[X Link](https://x.com/compound248/status/1657489359455633409)  2023-05-13T20:53Z 60.2K followers, 70.9K engagements


"@cseymourrr $AXP will never have an ROE that beats Visa or MasterCard but those companies cant reinvest at their ROE either (not a bad problem as long as they just send back the excess capital). That said AmExs ROE isnt *that* shabby"  
[X Link](https://x.com/compound248/status/1658158598302646274)  2023-05-15T17:13Z 57.1K followers, [--] engagements


"I will never understand why once @elonmusk learned he was going to lose he didnt just pay the $1 billion breakup fee and walk from the $TWTR deal"  
[X Link](https://x.com/compound248/status/1658644881219133441)  2023-05-17T01:25Z 57.1K followers, [---] engagements


"3. Sprouts visibility is its winning 99% of $CRM SS conversions while Sprinklr casually mentions a 7-figure conversion from SS $SPT only has two seven figure customers in total Its almost like $SPT is trying to obfuscate a growth wall to keep its growth multiple End"  
[X Link](https://x.com/compound248/status/1658845462860816386)  2023-05-17T14:42Z 59K followers, [----] engagements


"@thedownliner @elonmusk @AndrewRangeley @halfkelly @evantindell @LionelHutz_Esq @ProfEricTalley I was trolling. Its a common misconception that Elon could pay $1b and walk away. Amongst a small group of $TWTR arb investors like myself we turned this oft repeated error into a meme. Heres me discussing this a year ago"  
[X Link](https://x.com/compound248/status/1659030213773209601)  2023-05-18T02:56Z 57.1K followers, [--] engagements


"$KKR is going to survive even if just barely - its borrowing a record $61.5 billion tonight at a 3% lower interest rate than the US government. Take that Warren Buffett. 🤑😈"  
[X Link](https://x.com/compound248/status/1659032116154212352)  2023-05-18T03:04Z 58.5K followers, 103.7K engagements


"$WBD's Zaslav on HBO Max: "5 shows are 90% of what people watch; [--] shows are 98%." (paraphrasing from @MoffettNathanso today) Kind of wild. Easy to see why HBO Max has high churn and why Zas wants to bundle HBO w/ Discovery WarnerBros kids and (someday) news + sports"  
[X Link](https://x.com/compound248/status/1659192148468678658)  2023-05-18T13:40Z 58.4K followers, 24.4K engagements


"Sam Zell would have crushed on ReTwit. Sam tells how he entered the mobile home park biz in [----] and took $ELS public in [----] (CAGRing from [--] to now at 18%). As @MebFaber says I could listen to you tell stories about investments all day. Maybe in heaven. RIP King. 👑"  
[X Link](https://x.com/compound248/status/1659264036989546498)  2023-05-18T18:25Z 58.5K followers, 38.3K engagements


"My boy King Zas overpaid CEO of Warner Bros Discovery got heckled while giving the commencement speech at BU. $WBD 👑 But why Deeply oppressed college students showing solidarity with the deeply oppressed Hollywood Writers Guild. DEEPLY oppressed"  
[X Link](https://x.com/compound248/status/1660630252190593024)  2023-05-22T12:54Z 58.5K followers, 18.2K engagements


"What in the holy hell is happening with $AAP How can someone mess up that business in this environment Should I be taking a look at this or is it toxic"  
[X Link](https://x.com/compound248/status/1663936854247235585)  2023-05-31T15:53Z 58.6K followers, 155.7K engagements


"@WaterworldCapi1 @InnocenceCapit1 First time Tyson Foods has ever been compared to a semiconductor company. Bullish AI = Bullish $TSN: ipso facto"  
[X Link](https://x.com/compound248/status/1663977540896079895)  2023-05-31T18:35Z 57.1K followers, [--] engagements


"The coming wave of generative AI will be more revolutionary than any technology innovation thats come before in our lifetime or maybe any lifetime. 🙄 - @Benioff Q1 $CRM Earnings $CRM became an AI CRM biz today. 🥳🥗 Marcs AI Word Salad: AI + Data + CRM strategy Salesforce GPT Tableau GPT Einstein GPT Slack GPT And of course LLM & AI AI AI AI x ♾"  
[X Link](https://x.com/compound248/status/1664025137434226689)  2023-05-31T21:44Z 58.5K followers, [--] engagements


"Im racking my brain to see if I can recall a dumber premise for whats basically a factless political opinion. NYT argues $WMT demands lower prices from suppliers leading suppliers to require higher prices elsewhere to compensate. If true $WMT would not have seen inflation"  
[X Link](https://x.com/compound248/status/1665052362434592769)  2023-06-03T17:46Z 57.1K followers, [--] engagements


"So did $WMT see grocery inflation Yes. Tons. Inflecting in [----]. From a Yahoo Finance article:"  
[X Link](https://x.com/compound248/status/1665052775259021312)  2023-06-03T17:48Z 57.1K followers, [--] engagements


"5. Staking is an Unregistered Security Offering 👀 .and $BNB and other coins were unregistered security offerings (including $SOL $ADA $MATIC $FIL and $BUSD). $COIN gotta be nervous af"  
[X Link](https://x.com/compound248/status/1665868165664866304)  2023-06-05T23:48Z 57.1K followers, [--] engagements


"16. SEC Flexed its Guns In sum: bad for Binance but also a sneak preview for what altcoins and $COIN may face down the road. -End- If you found this useful please Like and Retweet the first tweet and throw me a Follow. I occasionally go in-depth.🙏"  
[X Link](https://x.com/compound248/status/1665868204592316417)  2023-06-05T23:48Z 57.1K followers, [--] engagements


"The @SECGov crypto enforcement team has been busy af. .today it sued $COIN after suing Binance and @cz_binance yesterday. Gary I can only summarize lawsuits so fast. Let's dig in. 🧵👇"  
[X Link](https://x.com/compound248/status/1666086939949416449)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"1. The Dog that Didn't Bark As you can see in the below image in yesterday's Binance suit Binance founder @cz_binance himself was listed as a formal defendant in the SEC complaint. In the $COIN lawsuit no individual is included. Coinbase CEO Brian Armstrong just exhaled"  
[X Link](https://x.com/compound248/status/1666086943430676480)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"5. It's hard to be a Prime Broker and not be a registered broker. $COIN launched its institutional PB and the crux of that is that IF the assets available to trade on Coinbase's various platforms were unregistered securities its operations were in violation. Ipso facto"  
[X Link](https://x.com/compound248/status/1666086957284474881)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"7. So So Many Securities The SEC has basically deemed all altcoins "Securities." $SOL $BNB $ADA $MATIC $FIL $BUSD $CHZ $AXS $SAND $CHZ etc. - all securities. The video below is a couple billionaires giggling about dumping Solana. Tee hee"  
[X Link](https://x.com/compound248/status/1666086964146368515)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"9. Coinbase Charges Egregious Fees (Okay that's not in the complaint. That's my personal opinion. But it's true) The complaint outlines $COIN's large scale: 108mm customers served $1B+ of daily volume $ billions of fees charged"  
[X Link](https://x.com/compound248/status/1666086970391674881)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"10. No Smoking Gun Unlike Binance where the Chief Compliance Officer wrote "we are operating as a fking unlicensed securities exchange in the USA bro" 😱 .at $COIN there is no sense of chaos and lawbreaking - the suit is largely about a difference of opinion"  
[X Link](https://x.com/compound248/status/1666086973537423363)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"11. $COIN Knew it Was Dancing with the Devil The SEC writes for pages and pages about $COIN's formal attempts to distinguish between Securities and Non-Securities. Coinbase even warned issuers to be careful about designing and describing new coins to avoid being a Security"  
[X Link](https://x.com/compound248/status/1666086976838336512)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"12. $COIN States Risks in IPO S-1 Let's be honest: this whole suit is annoying. $COIN clearly tried to follow the rules but the rules are vague and it chose to go ahead anyway. The SEC (which approved the $COIN IPO) did itself no favor by refusing to provide specific clarity"  
[X Link](https://x.com/compound248/status/1666086979887566852)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"13. There's a reason the SEC posted the Binance suit first - it's full of sketchiness. It is obv hoping to conflate Binance's sketchiness with $COIN's lack of sketchiness. This suit is going to determine what is and isn't allowed but it's not damning at all IMO"  
[X Link](https://x.com/compound248/status/1666086984048345095)  2023-06-06T14:17Z 57.1K followers, [--] engagements


"The SEC apparently isnt monogamous and sued $COIN this morning. Heres my summary of that"  
[X Link](https://x.com/compound248/status/1666091428781645829)  2023-06-06T14:35Z 57.1K followers, [--] engagements


"They absolutely can be sued. The Howey test is the current legal standard for what a Security is and Coinbase was acutely aware of that. Certainly I think it's fair for $COIN to say "look the Howey leaves too much ambiguity in this instance and we need clarity." But if the SEC declines to provide clarity it doesn't de facto mean "not a Security." Do I think the SEC has operated in a fair helpful manner No. Does that automatically get Coinbase and others off the hook Also no"  
[X Link](https://x.com/compound248/status/1666139862297083914)  2023-06-06T17:47Z 59K followers, [---] engagements


"@buccocapital Think of the barter economy: [--] Million $CRM In-Office Workdays = [--] McConaughey Year"  
[X Link](https://x.com/compound248/status/1666556858717413376)  2023-06-07T21:24Z 57.1K followers, [--] engagements


"@two_natural @loganbartlett ❤ Almost forgot about that - still own all my $SPOT (and bought more in the fall). I like to pretend I paved the road for @eldsjal to appear as he did last week. Not clear Daniel 💯 agrees that Spotifys path to glory involves insanely efficient ops but hes coming my way"  
[X Link](https://x.com/compound248/status/1666624035071963138)  2023-06-08T01:51Z 57.1K followers, [--] engagements


"@SouthernValue95 Everyone focuses on $TMUS adding 2mm low-value FWA subs in a year but nobody seems to care that $CHTR is adding 2mm mobile subs/year. So that's one difference"  
[X Link](https://x.com/compound248/status/1666797601973305353)  2023-06-08T13:21Z 58.9K followers, [----] engagements


"Kinda awesome that Bill Gross The Bond King is out here slingin real-time trades and positioning"  
[X Link](https://x.com/compound248/status/1667225136628375576)  2023-06-09T17:40Z 58.6K followers, 37.6K engagements


"Did you know if you say GPT three times fast you get six months free on your Azure invoice Salesforce knows. $CRM"  
[X Link](https://x.com/compound248/status/1668353717874090019)  2023-06-12T20:24Z 57.1K followers, [--] engagements


"That time your boys @compound248 and @akramsrazor told you exactly what Elon was going to do with DMs at $TWTR to drive revenue MONTHS before he did it"  
[X Link](https://x.com/compound248/status/1668397401780940800)  2023-06-12T23:18Z 57.1K followers, [--] engagements


"Rut Roh Elon BREAKING: Music Companies Sue Twitter for More Than $250 Million in Damages Over Alleged Copyright Violations. @WSJ @AlexaCorse $WMG"  
[X Link](https://x.com/compound248/status/1669105662977101826)  2023-06-14T22:12Z 58.4K followers, 20K engagements


"@ecommerceshares Im here for it"  
[X Link](https://x.com/compound248/status/1669316610962726912)  2023-06-15T12:11Z 58.5K followers, [----] engagements


"@ecommerceshares Lunch. Trying to help the cause by pumping top line in order to maximize short profits later. Youre welcome"  
[X Link](https://x.com/compound248/status/1669383952560271360)  2023-06-15T16:38Z 58.5K followers, [----] engagements


"@akramsrazor @xqgl99 You know I dont disagree but Ill note here: the whole $COIN / SEC argument is that the SEC told Coin repeatedly you dont need further clarity because the clarity around securities already exists. By the SECs own argument the legal framework it needed was already in place"  
[X Link](https://x.com/compound248/status/1669673808159035392)  2023-06-16T11:50Z 57.1K followers, [--] engagements


"Disney CEO Bob Iger said in a statement that outgoing CFO Christine McCarthy - who has been in the role since [----] - had an impact on $DIS that cannot be overstated. and truly how could one overstate her impact So much shareholder valuing"  
[X Link](https://x.com/compound248/status/1669686340965879808)  2023-06-16T12:45Z 57.1K followers, 19.2K engagements


"Two GOATs. 🐐 Michael Jordan to sell Charlotte Hornets to Melvin Capitals Gabe Plotkin et al for $3 billion. 🐝 Everything thats right about America"  
[X Link](https://x.com/compound248/status/1669888810673381376)  2023-06-17T02:04Z 57.1K followers, 31.6K engagements


"KKR to buy PayPals European BNPL flow and portfolio. I wonder who got the better end of this negotiation lol $KKR vs $PYPL 🤔"  
[X Link](https://x.com/compound248/status/1671140887420649475)  2023-06-20T13:00Z 58.4K followers, 23.7K engagements


"I know @elonmusk recognizes the mDAU opportunity an exclusive video stream of a fight with Zuck offers. Let us not forget his fiduciary obligation to Twitter's creditors and fellow $TWTR shareholders"  
[X Link](https://x.com/compound248/status/1671697250420940806)  2023-06-22T01:50Z 57.1K followers, [--] engagements


"@ChrisBloomstran Upon discovering he was busted by someone he respects - @muddywatersre - Chamath with a first-ballot Hall of Fame pivot"  
[X Link](https://x.com/compound248/status/1672007339443113984)  2023-06-22T22:23Z 58.8K followers, 44.8K engagements


"This is the 4th time $WBD fell $12 in the past year. Each prior time it ripped and I thought "dammit I'm such a wuss. Why didn't I back it up" Then it falls back $12 and I wonder "shit maybe this bastard really is broken." I should just put it in the "too hard" pile and get on with life. .but maybe"  
[X Link](https://x.com/compound248/status/1672350486069149697)  2023-06-23T21:06Z 58.9K followers, 42.9K engagements


"@DisAnalyst Ive had my losses on it. I stopped adding a year ago and every time its down here I think about the fact the bet relies on so much thats outside $WBDs control (eg linear declines ad market health) and magnified by leverage that I get pissed I cant confidently size it up"  
[X Link](https://x.com/compound248/status/1672422783572213763)  2023-06-24T02:02Z 57.1K followers, [---] engagements


"@DisAnalyst I dont think theres a better choice. Given its leverage $WBD has to manage for cash flow - hes the only media executive thats been willing to do that while also catering to the creative class. Once on the other side of that balance sheet repair when leverage is"  
[X Link](https://x.com/compound248/status/1673075465140019207)  2023-06-25T21:12Z 57.1K followers, [--] engagements


"When @akramsrazor drops a 30+ page short report he ain't likely to miss. $VICR ⚰"  
[X Link](https://x.com/compound248/status/1673696260405207041)  2023-06-27T14:14Z 58.8K followers, 21.1K engagements


"$ENVX gets a $10000 battery order"  
[X Link](https://x.com/compound248/status/1673842206438727683)  2023-06-27T23:54Z 58.5K followers, 11.7K engagements


"@taubamush Lol. Amazing that with only three positions affording him the opportunity to do deep diligence MC doesnt realize its $SNAP (lol) not Meta. Or more cynically he does know it Meta just fits his narrative more"  
[X Link](https://x.com/compound248/status/1673880671696175104)  2023-06-28T02:52Z 57.1K followers, [---] engagements


"@OnAFraction @joceyreyes209 @najfah @pigfarmercap The largest players like CATL are basically scale manufacturers with big R&D budgets that squeak out a low return on capital and are worth maybe 1x sales. The best is Varta AG which makes the batteries for AirPods and trades at 1.5x sales - sort of what Enovix aspires to be"  
[X Link](https://x.com/anyuser/status/1674554610294444035)  2023-06-29T23:15Z [--] followers, [---] engagements


"Something to noodle: A +6% move in $META tomorrow equals what Elon paid for 100% of $TWTR"  
[X Link](https://x.com/compound248/status/1676804908786278401)  2023-07-06T04:06Z 57.1K followers, [---] engagements


"The Good Word of Compound is spreading on the Zuck site. Im still very much here on the main hellsite but am curiously testing out the alternative hellscape. Come say hi 👋"  
[X Link](https://x.com/compound248/status/1678181830090956803)  2023-07-09T23:22Z 57K followers, 11.1K engagements


"The @WSJ absolutely carpet bombed the legacy Ma Bell telcos: risks of MASSIVE latent environmental liabilities from lead poisoning. $T $VZ $FYBR $CNSL AT&T laid nearly all the cables in question between the late 1800s & 1960s as it built out telephone service across the US"  
[X Link](https://x.com/compound248/status/1678225466271072256)  2023-07-10T02:11Z 58.5K followers, 100.1K engagements


"Is 34th place better than 1st place You can find me in both places at once: Schrdingers Compound. $TWTR 🧵"  
[X Link](https://x.com/compound248/status/1678405951731138561)  2023-07-10T14:45Z 57.1K followers, [----] engagements


"I am not a smart man but I do know that if my bet is if $CAVA becomes the next Chipotle you might achieve a market return sounds like a fabulous funding short. $CMG $CAVA"  
[X Link](https://x.com/compound248/status/1678430877863247872)  2023-07-10T15:47Z 60.1K followers, 43K engagements


"@gooderdle Wild thesis"  
[X Link](https://x.com/compound248/status/1678432931306405894)  2023-07-10T15:56Z 60.1K followers, [--] engagements


"This atrocity holds all seven circles of my personal hell"  
[X Link](https://x.com/compound248/status/1678613328799645704)  2023-07-11T04:14Z 57.1K followers, 15.5K engagements


"@realEstateTrent Time to get him on the SMG team"  
[X Link](https://x.com/compound248/status/1678841441357840384)  2023-07-11T19:10Z 57.1K followers, [----] engagements


"I dont know when it breaks but the setup for Long/Short is about as good as it gets. Im an own a few great companies for a long time kinda guy and theres lots of that to do. But the really amazing setup is the delta between those vs crappy but insanely valued cos"  
[X Link](https://x.com/compound248/status/1679098637534494725)  2023-07-12T16:19Z 57.1K followers, 29.6K engagements


"@tun10 @SleepwellCap Ah got it. That makes sense. No I am not short. $CMG is incredible. I was (inelegantly) trying to make the point that if the long thesis of $CAVA only works if it becomes the next Chipotle - and even then it's not a crazy-good return - then that's a tough long thesis"  
[X Link](https://x.com/compound248/status/1679148296592293888)  2023-07-12T15:18Z 60.1K followers, [---] engagements


"You hate to see it but also you love to see it. $VSAT - Baupost with a cool $700mm in it"  
[X Link](https://x.com/compound248/status/1679287602371756035)  2023-07-13T00:32Z 59K followers, 44.2K engagements


"Bob Iger went on CNBC and floated balloons on restructuring Disneys ENTIRE MEDIA BUSINESS with a push to get everything closer to the end-consumer. 💥 $DIS will buy Hulu from $CMCSA Will sell or exit linear networks like ABC ESPN is strategic but $DIS is open to partnerships Marvel and Star Wars will make less content going forward Igers 2-year contract extension makes sense in this light: he plans to do all of this before he retires (againlol). The global media landscape will be redefined in the next few years. Relevant to $CMCSA $DIS $WBD $PARA (and maybe $AMZN $GOOG & $APPL)"  
[X Link](https://x.com/compound248/status/1679479842675253251)  2023-07-13T13:16Z 58.5K followers, 305.9K engagements


"@kconstan This account has a bunch of the segments if you scroll"  
[X Link](https://x.com/compound248/status/1679488348619153408)  2023-07-21T03:14Z 57.1K followers, [----] engagements


"@kconstan Here the whole thing on $SPOT. HT: @FrancoOlivera"  
[X Link](https://x.com/compound248/status/1679493603435900928)  2023-07-13T14:10Z 57.1K followers, [--] engagements


"@WSJ [--]. New Street Research put out a piece this week attempting to frame the remediation liability of $T $VZ $FYBR $LUMN etc. Hint: its particularly bad for the latter two who already are saddled w/ massive debt. And NSRs research doesnt include any health/punitive liability"  
[X Link](https://x.com/compound248/status/1679843498520969216)  2023-07-14T13:21Z 57.1K followers, [--] engagements


"👑 vs 🐁 $NFLX vs $FOX + $PARA + $WBD + $DIS"  
[X Link](https://x.com/compound248/status/1680605133384609793)  2023-07-16T15:47Z 58.4K followers, 13.6K engagements


"I don't think that's the way the $AMC / $APE arb was supposed to play out. 😨🤮 My view was and remains the right way to play the "arb" was naked long $APE (small). This is part of why. $AMC ah $APE ah"  
[X Link](https://x.com/compound248/status/1682498259472850949)  2023-07-22T00:32Z 57.1K followers, [----] engagements


"@buccocapital The issue in Florida isnt primarily an increase in volume of disasters its a) theres more property to insure; and b) social inflation around expectations of what is covered when disaster strikes. A and B are societal not climate phenomena"  
[X Link](https://x.com/compound248/status/1682833249217789952)  2023-07-22T19:31Z 57.1K followers, 16.2K engagements


"@buccocapital A newspaper doesnt make it true. Ask a P&C exec and they will tell you Social Inflation + the resistance of state regulators to let them price correctly is the biggest driver. Storm frequency and strength havent been huge drivers"  
[X Link](https://x.com/compound248/status/1682836443608039424)  2023-07-22T19:45Z 57K followers, [----] engagements


"@jnconkle @buccocapital Thats part of social inflation"  
[X Link](https://x.com/compound248/status/1682836602932936704)  2023-07-22T19:45Z 57.1K followers, [---] engagements


"@CalgaryLeveen @buccocapital Yes. Above expected cost inflation especially if the reconstruction happens three years hence for example is also a contributor"  
[X Link](https://x.com/compound248/status/1682843249050894338)  2023-07-22T20:23Z 57.1K followers, [---] engagements


"Last Q $TMUS poked at Comcast and $CHTR alleging the quality of their mobile subscriber growth was low well nobodys was lower than $ATUS which gave a 12-month FREE 1G plan. That said ATUS has so far converted 60% of those to paying at promo expiry implying something about bundle power. Listen👇(via @Quartr_App which I love)"  
[X Link](https://x.com/compound248/status/1686851173033115648)  2023-08-02T21:27Z 57.1K followers, [----] engagements


"JP Morgan 🤦♂🫠 I have no words for this headline Barbie is the AI of media. $WBD"  
[X Link](https://x.com/compound248/status/1687122363479932928)  2023-08-03T15:24Z 58.8K followers, [----] engagements


"The last two months of $SPT's Q2 must have been.less good than anticipated. The below is from the Q1 transcript in early May. Is losing [---] customers QoQ good Asking for a friend. Is losing [---] customers QoQ good Asking for a friend"  
[X Link](https://x.com/compound248/status/1687215831229317120)  2023-08-03T21:36Z 58.9K followers, [----] engagements


"Its not hard to determine who will win the Hollywood strike negotiations: The longer the strikes go on the higher $WBD free cash flow will go. Few"  
[X Link](https://x.com/compound248/status/1688695472033017857)  2023-08-07T23:35Z 58.6K followers, [----] engagements


"Love him or hate him Dave Portnoy straight murdered $PENN on this round trip. Hilarious that Penn doesnt disclose the price (which is obviously low) that @stoolpresidente paid to reacquire the balance of Barstool"  
[X Link](https://x.com/compound248/status/1689013301416529926)  2023-08-08T20:38Z 57.1K followers, 175.4K engagements


"Im sure $DIS required distance from Portnoy as part of this deal which likely gave Dave an incredible negotiating position"  
[X Link](https://x.com/compound248/status/1689014194643877889)  2023-08-08T20:42Z 57.1K followers, 16.3K engagements


"@dunbar422 @stoolpresidente Was valued at $550mm when he sold. We dont know this transaction price but it reads like close to zero and he paid them with a non compete and schmuck insurance on any subsequent sale of Barstool"  
[X Link](https://x.com/compound248/status/1689024856262578176)  2023-08-08T21:24Z 58.7K followers, [----] engagements


"What a trade. Im not sure what I believe anymore - some Boston newsletter dude just mauls a large seemingly sophisticated public company. $PENN How did we not see this coming"  
[X Link](https://x.com/compound248/status/1689071975392497665)  2023-08-09T00:31Z 57.1K followers, 11.2K engagements


"Heres hoping Disney Worlds next attraction is to install an ESPN-branded OTB across from Its a Small World. 🙏🤞 Ideally with beer cigars and billiards. 🍺"  
[X Link](https://x.com/compound248/status/1689251322086756353)  2023-08-09T12:24Z 59K followers, [----] engagements


"Lol - in the $PENN earnings release from TODAY Penn was still recording its Barstool acquisition price as a GAIN as of June 30th. One month later Portnoy bought it for near zero: "pennies on the dollar" per @stoolpresidente"  
[X Link](https://x.com/compound248/status/1689301343863726082)  2023-08-09T15:43Z 58.5K followers, 38.2K engagements


"Things we learned in the $ENVX 10-Q: YBS will own Fab [--] Line [--] YBS financing still not finalized & Enovix likely must post collateral Line [--] will cost $100mm (vs $70 previously indicated): ENVX pays $30 "YBS" $70. Unclear what the $30mm overage is (building) 1/x 👇"  
[X Link](https://x.com/compound248/status/1689390261460234240)  2023-08-09T21:36Z 58.4K followers, 13.8K engagements


"YBS will sell Line 1's batteries to ENVX at Cost-Plus (markup undisclosed) The agreement contemplates $ENVX paying YBS a fee for Lines [--] - [--] as well () This YBS arrangement is looking like anything but non-dilutive financing.it dilutes ENVX economics in its lines. 2/x"  
[X Link](https://x.com/compound248/status/1689390264626917377)  2023-08-09T21:36Z 58.4K followers, [----] engagements


"Enovix states it still needs to raise more capital Enovix states entering EVs "requires billions" in capital Enovix included Risks around battery cycle life (it currently specs to lower cycle life than standard Li-ion graphite batteries) 👀 -END"  
[X Link](https://x.com/compound248/status/1689390267688701953)  2023-08-09T21:36Z 58.4K followers, [----] engagements


"@HedgeyeComm A Long $RAMP / Short $MGNI pair would be epic today"  
[X Link](https://x.com/compound248/status/1689638959490670592)  2023-08-10T14:04Z 57.1K followers, [---] engagements


"Let the write downs commence"  
[X Link](https://x.com/compound248/status/1689754585131253760)  2023-08-10T21:44Z 57.1K followers, [----] engagements

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