[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @gauravphoenix Gaurav Kumar Gaurav Kumar posts on X about reit, $nzlnz, ticker, $cqp the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1427414471832596480/interactions)  - X Week XXXXX +59% - X Month XXXXX -XX% - X Months XXXXXX +128% - X Year XXXXXX +729% ### Mentions: X [#](/creator/twitter::1427414471832596480/posts_active)  - X Week XX +44% - X Month XX -XX% - X Months XXX +32% - X Year XXX +724% ### Followers: XXX [#](/creator/twitter::1427414471832596480/followers)  - X Week XXX -XXXX% - X Month XXX -XXXX% - X Months XXX +45% - X Year XXX +45% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1427414471832596480/influencer_rank)  ### Social Influence [#](/creator/twitter::1427414471832596480/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% **Social topic influence** [reit](/topic/reit) #108, [$nzlnz](/topic/$nzlnz) #1, [ticker](/topic/ticker) #927, [$cqp](/topic/$cqp) 2.82%, [$mnr](/topic/$mnr) 2.82%, [$lng](/topic/$lng) 2.82%, [corp](/topic/corp) 1.41%, [concentrated](/topic/concentrated) 1.41%, [acquisition](/topic/acquisition) 1.41%, [$barnch](/topic/$barnch) XXXX% **Top accounts mentioned or mentioned by** [@tintincapital](/creator/undefined) [@rfortunae](/creator/undefined) [@roadto100bagger](/creator/undefined) [@nntaleb](/creator/undefined) [@longequity](/creator/undefined) [@taobanker](/creator/undefined) [@akwilk](/creator/undefined) [@bushwoodcap](/creator/undefined) [@iancassel](/creator/undefined) [@sungcapital](/creator/undefined) [@comptortoise](/creator/undefined) [@investornick](/creator/undefined) [@freightalley](/creator/undefined) [@cmo040958](/creator/undefined) [@unusualwhales](/creator/undefined) [@charrisinvest](/creator/undefined) [@schornack](/creator/undefined) [@wolfofwalkerst](/creator/undefined) [@sidecarcap](/creator/undefined) [@sonalibasak](/creator/undefined) **Top assets mentioned** [Cheniere Energy Partners, LP. (CQP)](/topic/$cqp) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Hot Dog (COST)](/topic/$cost) ### Top Social Posts [#](/creator/twitter::1427414471832596480/posts) --- Top posts by engagements in the last XX hours "except for one tweet there is literally no chatter on this ticker. I can't think of a better risk adjusted return on a REIT" [X Link](https://x.com/gauravphoenix/status/1979275067566755959) [@gauravphoenix](/creator/x/gauravphoenix) 2025-10-17T19:55Z XXX followers, XXX engagements "Exited my $CQP position today had a great run in the last six months I wanted to hold it forever but finding much better opportunity with $MNR. Besides $CQP has decent risk with respect to most of the business being concentrated in a small geographical area" [X Link](https://x.com/gauravphoenix/status/1900608108575289438) [@gauravphoenix](/creator/x/gauravphoenix) 2025-03-14T18:00Z XXX followers, 1528 engagements "Cheniere also owns $CQP in MLP format. I used to own it but dropped the position due to location concentration and they still have something called as IDRs while other MLPs no longer do. I prefer $MNR (it is a MLP)-I think more than XX% of rev now comes from gas and they recently made a beefy m&a and will have exposure to permian gas" [X Link](https://x.com/gauravphoenix/status/1949852464167207412) [@gauravphoenix](/creator/x/gauravphoenix) 2025-07-28T15:20Z XXX followers, XXX engagements "Barry Callebaut $BARN.CH CEO: we need to reduce our debt to a reasonable level. We're in talks with the banks about this and have already announced concrete measures CFO: I have the comfort that we can get to our leverage agenda without needing to intervene on that. What shareholders might think about that is not really up to me to judge that. This is sheer stupidity. You know your debt will come down if you pay it off and cut dividend. Constant payout ratio is idiotic. Businesses will see good days and bad days it is part of the game. By keeping dividends payout ratio constant you are" [X Link](https://x.com/gauravphoenix/status/1973235667258974303) [@gauravphoenix](/creator/x/gauravphoenix) 2025-10-01T03:56Z XXX followers, XXX engagements "@PronkDaniel I own it (surprisingly IBKR US also doesn't carry it but Fidelity does) and happy to be top XX shareholders" [X Link](https://x.com/gauravphoenix/status/1978927858627076403) [@gauravphoenix](/creator/x/gauravphoenix) 2025-10-16T20:55Z XXX followers, XX engagements "Since I like off-beat investments started a position today in NZ Rural Land REIT $NZL.NZ with WALT of 10+ years tenant turnover risk is low and leases are inflation-adjusted" [X Link](https://x.com/gauravphoenix/status/1979011048691642621) [@gauravphoenix](/creator/x/gauravphoenix) 2025-10-17T02:26Z XXX followers, XXX engagements "@iancassel His book is likely the most important book any investor should read" [X Link](https://x.com/gauravphoenix/status/1979294922873442789) [@gauravphoenix](/creator/x/gauravphoenix) 2025-10-17T21:14Z XXX followers, XXX engagements "@CompTortoise their Capex is way below their D&A- that's not generally sustainable unless they have a secret sauce. Am I missing something" [X Link](https://x.com/gauravphoenix/status/1979962654618980620) [@gauravphoenix](/creator/x/gauravphoenix) 2025-10-19T17:27Z XXX followers, XX engagements "if there main growth driver is indeed US and the organic growth is flat and their home market in EU is stagnant the current PE of XX feels quite pricy. for context $GEBN operating income is mostly flat in the last few years and that trades at PE of XX so I don't understand what investors are seeing that at PE of XX. totally love the brand and would surely buy at the right valuation" [X Link](https://x.com/gauravphoenix/status/1955792947640983752) [@gauravphoenix](/creator/x/gauravphoenix) 2025-08-14T00:45Z XXX followers, 5495 engagements "@CompTortoise nevermind they use asset-light model so that explains ROU D&A. but be careful - here in US dollar general dollar tree etc suffered badly the moment LFL sales decline due to fixed costs (lease liability). this isn't the case with big box retailers like $WMT $COST etc" [X Link](https://x.com/gauravphoenix/status/1979966482365980827) [@gauravphoenix](/creator/x/gauravphoenix) 2025-10-19T17:42Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Gaurav Kumar posts on X about reit, $nzlnz, ticker, $cqp the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXX% stocks XXXX% currencies XXXX% cryptocurrencies XXXX%
Social topic influence reit #108, $nzlnz #1, ticker #927, $cqp 2.82%, $mnr 2.82%, $lng 2.82%, corp 1.41%, concentrated 1.41%, acquisition 1.41%, $barnch XXXX%
Top accounts mentioned or mentioned by @tintincapital @rfortunae @roadto100bagger @nntaleb @longequity @taobanker @akwilk @bushwoodcap @iancassel @sungcapital @comptortoise @investornick @freightalley @cmo040958 @unusualwhales @charrisinvest @schornack @wolfofwalkerst @sidecarcap @sonalibasak
Top assets mentioned Cheniere Energy Partners, LP. (CQP) Cheniere Energy, Inc. (LNG) Walmart, Inc. (WMT) Costco Hot Dog (COST)
Top posts by engagements in the last XX hours
"except for one tweet there is literally no chatter on this ticker. I can't think of a better risk adjusted return on a REIT"
X Link @gauravphoenix 2025-10-17T19:55Z XXX followers, XXX engagements
"Exited my $CQP position today had a great run in the last six months I wanted to hold it forever but finding much better opportunity with $MNR. Besides $CQP has decent risk with respect to most of the business being concentrated in a small geographical area"
X Link @gauravphoenix 2025-03-14T18:00Z XXX followers, 1528 engagements
"Cheniere also owns $CQP in MLP format. I used to own it but dropped the position due to location concentration and they still have something called as IDRs while other MLPs no longer do. I prefer $MNR (it is a MLP)-I think more than XX% of rev now comes from gas and they recently made a beefy m&a and will have exposure to permian gas"
X Link @gauravphoenix 2025-07-28T15:20Z XXX followers, XXX engagements
"Barry Callebaut $BARN.CH CEO: we need to reduce our debt to a reasonable level. We're in talks with the banks about this and have already announced concrete measures CFO: I have the comfort that we can get to our leverage agenda without needing to intervene on that. What shareholders might think about that is not really up to me to judge that. This is sheer stupidity. You know your debt will come down if you pay it off and cut dividend. Constant payout ratio is idiotic. Businesses will see good days and bad days it is part of the game. By keeping dividends payout ratio constant you are"
X Link @gauravphoenix 2025-10-01T03:56Z XXX followers, XXX engagements
"@PronkDaniel I own it (surprisingly IBKR US also doesn't carry it but Fidelity does) and happy to be top XX shareholders"
X Link @gauravphoenix 2025-10-16T20:55Z XXX followers, XX engagements
"Since I like off-beat investments started a position today in NZ Rural Land REIT $NZL.NZ with WALT of 10+ years tenant turnover risk is low and leases are inflation-adjusted"
X Link @gauravphoenix 2025-10-17T02:26Z XXX followers, XXX engagements
"@iancassel His book is likely the most important book any investor should read"
X Link @gauravphoenix 2025-10-17T21:14Z XXX followers, XXX engagements
"@CompTortoise their Capex is way below their D&A- that's not generally sustainable unless they have a secret sauce. Am I missing something"
X Link @gauravphoenix 2025-10-19T17:27Z XXX followers, XX engagements
"if there main growth driver is indeed US and the organic growth is flat and their home market in EU is stagnant the current PE of XX feels quite pricy. for context $GEBN operating income is mostly flat in the last few years and that trades at PE of XX so I don't understand what investors are seeing that at PE of XX. totally love the brand and would surely buy at the right valuation"
X Link @gauravphoenix 2025-08-14T00:45Z XXX followers, 5495 engagements
"@CompTortoise nevermind they use asset-light model so that explains ROU D&A. but be careful - here in US dollar general dollar tree etc suffered badly the moment LFL sales decline due to fixed costs (lease liability). this isn't the case with big box retailers like $WMT $COST etc"
X Link @gauravphoenix 2025-10-19T17:42Z XXX followers, XX engagements
/creator/x::gauravphoenix