#  @nmtuan_14 Tuan Nguyen Tuan Nguyen posts on X about $vno, $rig, $par, $tpl the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1247381945622953987/interactions)  - [--] Week [---------] -25% - [--] Month [---------] +2,782% - [--] Months [----------] +48,006% - [--] Year [----------] +20,700% ### Mentions: [--] [#](/creator/twitter::1247381945622953987/posts_active)  ### Followers: [---] [#](/creator/twitter::1247381945622953987/followers)  - [--] Week [---] +0.16% - [--] Month [---] +0.32% - [--] Months [---] -0.16% - [--] Year [---] +4.20% ### CreatorRank: [---------] [#](/creator/twitter::1247381945622953987/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 29.51% [cryptocurrencies](/list/cryptocurrencies) 27.87% [finance](/list/finance) 27.87% [technology brands](/list/technology-brands) 6.56% [currencies](/list/currencies) 4.92% [exchanges](/list/exchanges) 3.28% **Social topic influence** [$vno](/topic/$vno) 14.75%, [$rig](/topic/$rig) 14.75%, [$par](/topic/$par) #1, [$tpl](/topic/$tpl) #17, [$sdrl](/topic/$sdrl) 9.84%, [$hgty](/topic/$hgty) 8.2%, [ai](/topic/ai) 8.2%, [$val](/topic/$val) 8.2%, [$do](/topic/$do) 8.2%, [$ne](/topic/$ne) 6.56% **Top accounts mentioned or mentioned by** [@icbarrett](/creator/undefined) [@foamontherunway](/creator/undefined) [@lundeenne](/creator/undefined) [@tommydeepwater](/creator/undefined) [@greenhavenroad](/creator/undefined) [@cornelialake](/creator/undefined) [@agnostoxxx](/creator/undefined) [@aakashgupta](/creator/undefined) [@investmentideen](/creator/undefined) [@profplum99](/creator/undefined) [@ragingbullcap](/creator/undefined) [@fundamentedge](/creator/undefined) [@brucemarkets](/creator/undefined) [@genxpolitico1](/creator/undefined) [@adamwyden](/creator/undefined) [@joncukierwar](/creator/undefined) [@ultradeep3](/creator/undefined) [@davidrvick](/creator/undefined) [@savneets](/creator/undefined) [@ghranalyst](/creator/undefined) **Top assets mentioned** [Veno Finance (VNO)](/topic/$vno) [Transocean LTD. (RIG)](/topic/$rig) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Seadrill Limited (SDRL)](/topic/$sdrl) [Validity (VAL)](/topic/$val) [Noble Corporation (NE)](/topic/$ne) [Tidewater, Inc. (TDW)](/topic/$tdw) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Copart, Inc. (CPRT)](/topic/$cprt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [LandBridge Company LLC (LB)](/topic/$lb) [Skycoin (SKY)](/topic/$sky) [Borr Drilling Limited (BORR)](/topic/$borr) [SL Green Realty Corp. (SLG)](/topic/$slg) [Markel, Corp. (MKL)](/topic/markel-corp) ### Top Social Posts Top posts by engagements in the last [--] hours "@agnostoxxx Mark Miller at $CSU bought a slug back in December" [X Link](https://x.com/nmtuan_14/status/2020592807774400839) 2026-02-08T20:17Z [---] followers, [---] engagements "The portfolio took a step back in [----]. Portfolio declined 12.5% vs. +17.9% for S&P [---] and +12.8% for Russell [----]. Shared a comprehensive summary of my 7-year journey thus far and current portfolio positioning. Link to Substack in bio. $HGTY $ODFL $CPRT $CSL $PAR $VNO $TPL" [X Link](https://x.com/anyuser/status/2008941568082747413) 2026-01-07T16:39Z [---] followers, [----] engagements "Great writeup on $PAR Posting my thoughts on $PAR AI risk as well as recent scuttlebutt https://t.co/TUYOidQOfT Posting my thoughts on $PAR AI risk as well as recent scuttlebutt https://t.co/TUYOidQOfT" [X Link](https://x.com/nmtuan_14/status/2018474860561985795) 2026-02-03T00:01Z [---] followers, [----] engagements "Given current market prices of $CSU and $PAR few understand this underlying long-term trend. Large American companies subscribe to 100+ software programs. Over the past [--] years the have gone from building 50% of software tools in-house to 15%. This trend may continue even with AI as building internal tools (and maintaining at scale) distract from core business. https://t.co/SlG4y5ADKR Large American companies subscribe to 100+ software programs. Over the past [--] years the have gone from building 50% of software tools in-house to 15%. This trend may continue even with AI as building internal" [X Link](https://x.com/anyuser/status/2018709638296781277) 2026-02-03T15:34Z [---] followers, [----] engagements "RT @aakashgupta: Google just told you the H-1B math broke and nobodys talking about what that means for US tech employment. [---] million s" [X Link](https://x.com/nmtuan_14/status/2019038696432132125) 2026-02-04T13:21Z [---] followers, [---] engagements "RT @Investmentideen: Call me out in a few years when all my software investments go to zero: AI (incl. vibe coding) commoditizes code n" [X Link](https://x.com/nmtuan_14/status/2019369329280655655) 2026-02-05T11:15Z [---] followers, [--] engagements "$RIG $VAL Transformative merger. Two biggest players combining bringing offshore down from [--] majors to [--]. Given relative sizes its effectively a duopoly between new RIG and Noble. Wont be surprised if $SDRL or $DO get absorbed in due course. Very bullish on capital returns" [X Link](https://x.com/nmtuan_14/status/2020860485059432573) 2026-02-09T14:01Z [---] followers, [----] engagements "$CSU $TOI $LMN Ground reality continues to diverge away from public market sentiment on VMS Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI Here's some screenshots from the call: Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI" [X Link](https://x.com/nmtuan_14/status/2021271846012764393) 2026-02-10T17:15Z [---] followers, [---] engagements "RT @profplum99: The true Turing Test. yep they're indistinguishable for most humans: "LLMs reason just enough to sound convincing but" [X Link](https://x.com/nmtuan_14/status/2021411406718042384) 2026-02-11T02:30Z [---] followers, [--] engagements "@ragingbullcap Very bullish $TPL $LB. This "tech acceleration" cannot happen without infrastructure buildout in the only logical physical corner of the US with the trifecta of land water and energy - West Texas" [X Link](https://x.com/nmtuan_14/status/2021613968272359619) 2026-02-11T15:55Z [---] followers, [---] engagements "RT @FundamentEdge: Been doing this for a while and its shocking how well it works (used to have Claude write and ChatGPT execute but now e" [X Link](https://x.com/nmtuan_14/status/2022299054118416845) 2026-02-13T13:17Z [---] followers, [--] engagements "Why I Believe Texas Pacific Land Corp (NYSE: TPL) is the Ultimate Long-Term Compounding Machine and Inflation Hedge: #stocks #investing #StockMarket https://logiacapital.substack.com/p/the-security-i-like-best https://logiacapital.substack.com/p/the-security-i-like-best" [X Link](https://x.com/nmtuan_14/status/1557719641341976576) 2022-08-11T13:24Z [---] followers, [--] engagements "Energy + Royalty-like + asset-light = $TPL $SKY $PBT Here's an old Warren Buffett profile: TLDR: When there's inflation look for businesses that are (a) royalty-like and (b) asset-light. https://t.co/cSx2kc8bk6 Here's an old Warren Buffett profile: TLDR: When there's inflation look for businesses that are (a) royalty-like and (b) asset-light. https://t.co/cSx2kc8bk6" [X Link](https://x.com/nmtuan_14/status/1611782326132019200) 2023-01-07T17:50Z [---] followers, [---] engagements "$RIG uncommitted fleet rate (as of Q3 2022): $700k+ day rates in 2025/2026 😬 $RIG $VAL $BORR $DO $SDRL" [X Link](https://x.com/nmtuan_14/status/1614989194350448647) 2023-01-16T14:13Z [---] followers, [----] engagements "$RIG's 5-year forward uncommitted fleet rates in [----] is coincidentally similar to the rates applicable in [----] 👀" [X Link](https://x.com/nmtuan_14/status/1634416153048096768) 2023-03-11T04:49Z [---] followers, [----] engagements "Positive development for $TPL. Glass Lewis changed their recommendation for Proposal [--] from for to against. Time to get over this lawsuit and revamp management" [X Link](https://x.com/nmtuan_14/status/1656390659668885506) 2023-05-10T20:08Z [---] followers, [---] engagements "$VNO Kind of ridiculous how cheap the prefs are trading for VNO. If redeemed at par in [--] years from today the Series O would have a CAGR of 35%. Hard for me to fathom losses in the prefs. But of course to some this will still seem like "too risky" of a proposition lol" [X Link](https://x.com/nmtuan_14/status/1659522650207670272) 2023-05-19T11:33Z [---] followers, 19.8K engagements "Excerpt on buybacks from [----] $VNO Annual Report: "In the 1980s Vornado implemented one of the largest cap shrinks in the history of the NYSE buying back 60% of its shares. But that was done at deep discounts of 50% or more to underlying value."" [X Link](https://x.com/nmtuan_14/status/1678939524607401987) 2023-07-12T02:56Z [---] followers, [---] engagements "Interesting to see $VNO relative strength vs. $SLG and the broader market on a day like today 🤔" [X Link](https://x.com/nmtuan_14/status/1686769450752561152) 2023-08-02T16:24Z [---] followers, [---] engagements "ICYMI - heres the link to my recent $VNO writeup in which I share my high-level thesis estimate of value relevant macro factors and history of the company" [X Link](https://x.com/nmtuan_14/status/1686797300037808168) 2023-08-03T17:06Z [---] followers, [---] engagements "@Bruce_Markets Hi Bruce thank you for sharing all your valuable insights Given where we are with government balance sheets and growing deficits wouldnt the Fed be forced to lower rates sooner rather than later as the interest burden becomes untenable over the next 2-3 years" [X Link](https://x.com/nmtuan_14/status/1712500774364737705) 2023-10-12T16:09Z [---] followers, [--] engagements "Diving deep into $PAR. More to come" [X Link](https://x.com/nmtuan_14/status/1719498112970928553) 2023-10-31T23:34Z [---] followers, [---] engagements "$TPL Certainly not the preferred outcome for TPL shareholders in my view but I anticipate that we will experience a change in management in due course anyway. This event should not impact long-term value in any material way. https://www.texaspacific.com/investors/news-events/press-releases/detail/151/delaware-court-of-chancery-rules-in-favor-of-texas-pacific https://www.texaspacific.com/investors/news-events/press-releases/detail/151/delaware-court-of-chancery-rules-in-favor-of-texas-pacific" [X Link](https://x.com/nmtuan_14/status/1731666445287788566) 2023-12-04T13:27Z [---] followers, [----] engagements "@GenXPolitico1 Well see" [X Link](https://x.com/nmtuan_14/status/1731730411758248231) 2023-12-04T17:41Z [---] followers, [---] engagements "Another positive year in [----]. Portfolio increased 26.6% vs. 26.3% for S&P500 and 14.6% for Russell [----] Value. 5-Yr IRR: 33.5% Concentration in uranium offshore oil ( $TDW $RIG ) and $VNO paid off. See below for summary table and link to Substack post for brief commentary" [X Link](https://x.com/nmtuan_14/status/1741859156020138325) 2024-01-01T16:29Z [---] followers, [---] engagements "Grateful to @GreenhavenRoad and @Adam_Wyden for helping me understand the opportunity in $HGTY and $PAR. Also to @JonCukierwar for the amazing write-up on $ACIC. Of course can't forget @CorneliaLake @Ultradeep3 @TommyDeepwater for the constant nuggets on the offshore space" [X Link](https://x.com/nmtuan_14/status/1741859957669028351) 2024-01-01T16:32Z [---] followers, [---] engagements "With $RIG earnings coming in a week a couple of things to consider: - [--] of the best UDW drillships freeing up in Q2 and Q3 [----] (Atlas Asgard and Skyros) - [--] cold-stacked assets in very good condition primed for reactivation (Apollo Athena Mylos)" [X Link](https://x.com/nmtuan_14/status/1756873675171598844) 2024-02-12T02:51Z [---] followers, [----] engagements "Combine this with accelerating demand fundamentals and supply deficits across both UDW and HE markets it's not difficult to surmise that whatever surprises we encounter in the near future will likely be ones to the upside. perhaps $525k+ dayrates for 3+ year terms" [X Link](https://x.com/nmtuan_14/status/1756873676291481921) 2024-02-12T02:51Z [---] followers, [---] engagements "@DavidRVick $RIG does not have any problems staying solvent at current day rates. It would just take them a bit longer to deleverage to their target range of $4-4.5Bn debt. That being said I find it very unlikely that dayrates and utilization will stay stagnant" [X Link](https://x.com/nmtuan_14/status/1756877629074931847) 2024-02-12T03:07Z [---] followers, [---] engagements "One point that I think some may be overlooking is the absence of major fixture announcements since December is not an indication that fundamentals have slowed. On the contrary per Q3 earnings call operators are considering bigger commitments for longer periods of time" [X Link](https://x.com/nmtuan_14/status/1756902815111303205) 2024-02-12T04:47Z [---] followers, [---] engagements "@TommyDeepwater @CorneliaLake We still have DW Asgard and Discoverer Inspiration that may surprise to the upside in the coming months. Wrt debt paydown we may see $1.5bn+ paid down in the next two years based on cash flow which would bring debt closer to $5-5.5bn" [X Link](https://x.com/nmtuan_14/status/1758298124634775966) 2024-02-16T01:11Z [---] followers, [---] engagements "Trait #5: Great investors have confidence in their own convictions and stick with them even when facing criticism. Being able to be contrarian and stay the course. And being able to have the conviction to size positions appropriately when the odds are on your side. Ex. putting 2% into a position (instead of 20% if you truly have high conviction) is equivalent to betting on a stock that only has a 51% chance of going up and 49% chance of going down" [X Link](https://x.com/nmtuan_14/status/1764283644862951583) 2024-03-03T13:36Z [---] followers, [--] engagements "Trait #6: Must have both sides of your brain working -- not just the left side (the side that's good at math and organization). You need to be both good at math and logic but also have emotional intelligence and the ability to judge qualitative factors. Another is the ability to step back and take a big picture view of situations instead of analyzing them to death. You need to have a sense of humor and humility and common sense. And you have to be a good writer. "If you can't write clearly it is my opinion that you don't think very clearly. And if you don't think clearly you're in trouble."" [X Link](https://x.com/nmtuan_14/status/1764283646519722064) 2024-03-03T13:36Z [---] followers, [--] engagements "$PAR Hats off to @SavneetS and the team. Two truly amazing acquisitions that are only going to further broaden the TAM for the whole product portfolio and accelerate path to profitability. https://partech.com/wp-content/uploads/2024/03/031124-PAR-acq-sam-birdie-master-final.pdf https://partech.com/wp-content/uploads/2024/03/031124-PAR-acq-sam-birdie-master-final.pdf" [X Link](https://x.com/nmtuan_14/status/1767188244641231128) 2024-03-11T13:58Z [---] followers, [----] engagements "New post on $RIG is up on my Substack (link in bio). Laid out in great detail my thesis and research thus far on the offshore space. Let's check back in [--] years to see how the story plays out. $RIG $VAL $TDW $NE $DO $SDRL" [X Link](https://x.com/nmtuan_14/status/1771626707201450381) 2024-03-23T19:54Z [---] followers, [----] engagements "$RIG DW Asgard 1-year extension starting June [----] at $534k per day. There's the clean $500k+ print that we were all waiting for 💪 $RIG $NE $SDRL $DO $VAL" [X Link](https://x.com/nmtuan_14/status/1774898758221697297) 2024-04-01T20:36Z [---] followers, 23.6K engagements "$RIG announces $1.5B private debt offering to effectively refinance the $1.0B notes due in [----] and [----] to [----] and [----]. Itll be interesting to see how the pricing shakes out. 7.5-8% rate would be nice #insolvent $VAL $NE $DO $SDRL $TDW" [X Link](https://x.com/nmtuan_14/status/1778410995821498463) 2024-04-11T13:13Z [---] followers, [----] engagements "@ICBarrett @TommyDeepwater Though I agree that the 20K market is going to be important for RIG going forward we must also remember that the deeper we go the more risk there may be of unknown consequences" [X Link](https://x.com/nmtuan_14/status/1787786080093098280) 2024-05-07T10:06Z [---] followers, [---] engagements "@FoamOnTheRunway @lundeen_ne @ICBarrett Famous last words but I don't think we're going to see the same scale of newbuilds as we did in the last bull cycle in offshore. ESG & lack of shipyard capacity/interest will likely mean higher return of capital in the form of buybacks or divs" [X Link](https://x.com/nmtuan_14/status/1795641329936154658) 2024-05-29T02:20Z [---] followers, [---] engagements "@lundeen_ne @FoamOnTheRunway @ICBarrett I expect a continued focused strategy on UDW and HE segments where they have some form of competitive advantages contrary to the diversified market approach in the last cycle. I agree with the terminal zero sentiment hence why I'm investing with a 5-7 year view here" [X Link](https://x.com/nmtuan_14/status/1795794924727590927) 2024-05-29T12:30Z [---] followers, [---] engagements "@lundeen_ne @FoamOnTheRunway @ICBarrett Assuming $550k-$600k day rates by [----] reactivation of [--] stacked UDW rigs 50% EBITDA margins and equity accretion through debt reduction I'm showing 30%+ IRR at a 6x EV/EBITDA exit multiple" [X Link](https://x.com/nmtuan_14/status/1795796194427310172) 2024-05-29T12:35Z [---] followers, [---] engagements "@lundeen_ne @FoamOnTheRunway @ICBarrett Assuming average day rates that RIG gets" [X Link](https://x.com/nmtuan_14/status/1795815612654243933) 2024-05-29T13:53Z [---] followers, [--] engagements "Special thanks to @GreenhavenRoad @GHRAnalyst for bringing me up to speed and @McKeelHagerty for building such an incredible company" [X Link](https://x.com/nmtuan_14/status/1814695619312664917) 2024-07-20T16:15Z [---] followers, [---] engagements "@iancassel Here's another one Copart $CPRT" [X Link](https://x.com/nmtuan_14/status/1845268076813570270) 2024-10-13T00:59Z [---] followers, [---] engagements "I knew TPL was the second stock Buffett ever bought but never knew he still owns it. Im never selling my TPL shares 😂 Think youre a long-term investor Warren Buffett and Larry Goldstein two of the greatest investors of all time have owned TPL for over [--] years (since they were thirteen). Think youre a long-term investor Warren Buffett and Larry Goldstein two of the greatest investors of all time have owned TPL for over [--] years (since they were thirteen)" [X Link](https://x.com/nmtuan_14/status/1845929741901078950) 2024-10-14T20:48Z [---] followers, [----] engagements "A few thoughts on $SDRL $RIG merger. RIG will probably finance most of the PP with stock. So we're buying an undervalued competitor with undervalued shares. Not ideal but I think it's a big net positive in the long run" [X Link](https://x.com/nmtuan_14/status/1849220105517084830) 2024-10-23T22:43Z [---] followers, [----] engagements "And another one bites the dust $VNO https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-07-2025/card/jpmorgan-plans-to-bring-employees-back-to-the-office-five-days-a-week-o2qLXKthhS61Edvqlogsst=xejrUp&reflink=article_copyURL_share https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-07-2025/card/jpmorgan-plans-to-bring-employees-back-to-the-office-five-days-a-week-o2qLXKthhS61Edvqlogsst=xejrUp&reflink=article_copyURL_share" [X Link](https://x.com/nmtuan_14/status/1876835834302763029) 2025-01-08T03:38Z [---] followers, [---] engagements "@atelicinvest $HGTY" [X Link](https://x.com/nmtuan_14/status/1931809537121726957) 2025-06-08T20:24Z [---] followers, [---] engagements "@TarunAmasa @OpenAI Would love access please" [X Link](https://x.com/nmtuan_14/status/1953168841670050295) 2025-08-06T18:58Z [---] followers, [--] engagements "Just found a fun fact on $VNO- Buffett was buying Vornado in the early 1970s. Likely not too long before Roth began accumulating his shares for his proxy campaign in 1980" [X Link](https://x.com/nmtuan_14/status/1759380841015169104) 2024-02-19T00:54Z [---] followers, [----] engagements "@NICKRADICAL4 Incredible. I did find a [----] WSJ article where he shared that Berkshire lost half of a $6 million investment in Vornado Inc" [X Link](https://x.com/nmtuan_14/status/1759762171913753051) 2024-02-20T02:09Z [---] followers, [---] engagements "New post on Hagerty $HGTY up on Substack. One of the best businesses I've encountered thus far" [X Link](https://x.com/nmtuan_14/status/1814695612941549678) 2024-07-20T16:15Z [---] followers, [---] engagements "2024 marked another year of outperformance. Portfolio returned 27.6% vs. 25% for S&P [---] and 8% for Russell [----] Value. 6-Yr IRR of 33.1%. Also shared a few highlights on top [--] holdings ( $PAR $VNO $HGTY $TPL $TDW ). Link to Substack in bio" [X Link](https://x.com/nmtuan_14/status/1875620678776582408) 2025-01-04T19:09Z [---] followers, [----] engagements "@DurableCreators Echoes Carlisle Companies ($CSL)" [X Link](https://x.com/nmtuan_14/status/1956552065859129798) 2025-08-16T03:02Z [---] followers, [---] engagements "Key highlights: - Specialty insurer focused on classic cars - Dominant leader in a niche market (5x larger than nearest competitor) - Earns 25-30% returns on capital with long growth runway - Undergoing rapid inflection in earnings following years of heavy upfront investments" [X Link](https://x.com/nmtuan_14/status/1814695616251113618) 2024-07-20T16:15Z [---] followers, [---] engagements "- Asset light low capital intensity recurring revenue with high retention rate (90% retention rate) - Owner operator CEO owns 15% founding family still holds 51% ownership - Major investors include Markel Corp. ($MKL) and State Farm" [X Link](https://x.com/nmtuan_14/status/1814695617853038943) 2024-07-20T16:15Z [---] followers, [---] engagements "Such a bonkers stat from WSJ article: Over the past three years leading tech firms have committed more toward AI data centers like the one in Ellendale plus chips and energy than it cost to build the interstate highway system over four decades when adjusted for inflation" [X Link](https://x.com/nmtuan_14/status/1971590413904757119) 2025-09-26T14:59Z [---] followers, [---] engagements "https://www.wsj.com/tech/ai/ai-bubble-building-spree-55ee6128st=Xep2SL&reflink=article_copyURL_share https://www.wsj.com/tech/ai/ai-bubble-building-spree-55ee6128st=Xep2SL&reflink=article_copyURL_share" [X Link](https://x.com/nmtuan_14/status/1971590417570570464) 2025-09-26T14:59Z [---] followers, [---] engagements "What's going on with ChatGPT Responses have been much slower lately. I've been testing @Grok and @ChatGPT side-by-side and @Grok not only spits out answers in a fraction of the time but they're often much better too" [X Link](https://x.com/nmtuan_14/status/1989332270767841427) 2025-11-14T13:59Z [---] followers, [---] engagements "There are three kinds of men. The ones that learn by readin. The few who learn by observation. The rest of them have to pee on the electric fence for themselves. -- Will Rogers" [X Link](https://x.com/nmtuan_14/status/2018663618561380815) 2026-02-03T12:31Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@nmtuan_14 Tuan Nguyen
Tuan Nguyen posts on X about $vno, $rig, $par, $tpl the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---------] -25%
- [--] Month [---------] +2,782%
- [--] Months [----------] +48,006%
- [--] Year [----------] +20,700%
Mentions: [--] #
Followers: [---] #
- [--] Week [---] +0.16%
- [--] Month [---] +0.32%
- [--] Months [---] -0.16%
- [--] Year [---] +4.20%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 29.51% cryptocurrencies 27.87% finance 27.87% technology brands 6.56% currencies 4.92% exchanges 3.28%
Social topic influence $vno 14.75%, $rig 14.75%, $par #1, $tpl #17, $sdrl 9.84%, $hgty 8.2%, ai 8.2%, $val 8.2%, $do 8.2%, $ne 6.56%
Top accounts mentioned or mentioned by @icbarrett @foamontherunway @lundeenne @tommydeepwater @greenhavenroad @cornelialake @agnostoxxx @aakashgupta @investmentideen @profplum99 @ragingbullcap @fundamentedge @brucemarkets @genxpolitico1 @adamwyden @joncukierwar @ultradeep3 @davidrvick @savneets @ghranalyst
Top assets mentioned Veno Finance (VNO) Transocean LTD. (RIG) Texas Pacific Land, Corp. (TPL) Seadrill Limited (SDRL) Validity (VAL) Noble Corporation (NE) Tidewater, Inc. (TDW) Carlisle Companies, Inc. (CSL) Old Dominion Freight Line Inc (ODFL) Copart, Inc. (CPRT) Alphabet Inc Class A (GOOGL) LandBridge Company LLC (LB) Skycoin (SKY) Borr Drilling Limited (BORR) SL Green Realty Corp. (SLG) Markel, Corp. (MKL)
Top Social Posts
Top posts by engagements in the last [--] hours
"@agnostoxxx Mark Miller at $CSU bought a slug back in December"
X Link 2026-02-08T20:17Z [---] followers, [---] engagements
"The portfolio took a step back in [----]. Portfolio declined 12.5% vs. +17.9% for S&P [---] and +12.8% for Russell [----]. Shared a comprehensive summary of my 7-year journey thus far and current portfolio positioning. Link to Substack in bio. $HGTY $ODFL $CPRT $CSL $PAR $VNO $TPL"
X Link 2026-01-07T16:39Z [---] followers, [----] engagements
"Great writeup on $PAR Posting my thoughts on $PAR AI risk as well as recent scuttlebutt https://t.co/TUYOidQOfT Posting my thoughts on $PAR AI risk as well as recent scuttlebutt https://t.co/TUYOidQOfT"
X Link 2026-02-03T00:01Z [---] followers, [----] engagements
"Given current market prices of $CSU and $PAR few understand this underlying long-term trend. Large American companies subscribe to 100+ software programs. Over the past [--] years the have gone from building 50% of software tools in-house to 15%. This trend may continue even with AI as building internal tools (and maintaining at scale) distract from core business. https://t.co/SlG4y5ADKR Large American companies subscribe to 100+ software programs. Over the past [--] years the have gone from building 50% of software tools in-house to 15%. This trend may continue even with AI as building internal"
X Link 2026-02-03T15:34Z [---] followers, [----] engagements
"RT @aakashgupta: Google just told you the H-1B math broke and nobodys talking about what that means for US tech employment. [---] million s"
X Link 2026-02-04T13:21Z [---] followers, [---] engagements
"RT @Investmentideen: Call me out in a few years when all my software investments go to zero: AI (incl. vibe coding) commoditizes code n"
X Link 2026-02-05T11:15Z [---] followers, [--] engagements
"$RIG $VAL Transformative merger. Two biggest players combining bringing offshore down from [--] majors to [--]. Given relative sizes its effectively a duopoly between new RIG and Noble. Wont be surprised if $SDRL or $DO get absorbed in due course. Very bullish on capital returns"
X Link 2026-02-09T14:01Z [---] followers, [----] engagements
"$CSU $TOI $LMN Ground reality continues to diverge away from public market sentiment on VMS Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI Here's some screenshots from the call: Vitec is another VMS company in my portfolio. Their CEO recently discussed the risks of seat-based pricing customers wanting AI features churn rates and more in the Q4 conference call. I think this applies to all VMS like $CSU $TOI"
X Link 2026-02-10T17:15Z [---] followers, [---] engagements
"RT @profplum99: The true Turing Test. yep they're indistinguishable for most humans: "LLMs reason just enough to sound convincing but"
X Link 2026-02-11T02:30Z [---] followers, [--] engagements
"@ragingbullcap Very bullish $TPL $LB. This "tech acceleration" cannot happen without infrastructure buildout in the only logical physical corner of the US with the trifecta of land water and energy - West Texas"
X Link 2026-02-11T15:55Z [---] followers, [---] engagements
"RT @FundamentEdge: Been doing this for a while and its shocking how well it works (used to have Claude write and ChatGPT execute but now e"
X Link 2026-02-13T13:17Z [---] followers, [--] engagements
"Why I Believe Texas Pacific Land Corp (NYSE: TPL) is the Ultimate Long-Term Compounding Machine and Inflation Hedge: #stocks #investing #StockMarket https://logiacapital.substack.com/p/the-security-i-like-best https://logiacapital.substack.com/p/the-security-i-like-best"
X Link 2022-08-11T13:24Z [---] followers, [--] engagements
"Energy + Royalty-like + asset-light = $TPL $SKY $PBT Here's an old Warren Buffett profile: TLDR: When there's inflation look for businesses that are (a) royalty-like and (b) asset-light. https://t.co/cSx2kc8bk6 Here's an old Warren Buffett profile: TLDR: When there's inflation look for businesses that are (a) royalty-like and (b) asset-light. https://t.co/cSx2kc8bk6"
X Link 2023-01-07T17:50Z [---] followers, [---] engagements
"$RIG uncommitted fleet rate (as of Q3 2022): $700k+ day rates in 2025/2026 😬 $RIG $VAL $BORR $DO $SDRL"
X Link 2023-01-16T14:13Z [---] followers, [----] engagements
"$RIG's 5-year forward uncommitted fleet rates in [----] is coincidentally similar to the rates applicable in [----] 👀"
X Link 2023-03-11T04:49Z [---] followers, [----] engagements
"Positive development for $TPL. Glass Lewis changed their recommendation for Proposal [--] from for to against. Time to get over this lawsuit and revamp management"
X Link 2023-05-10T20:08Z [---] followers, [---] engagements
"$VNO Kind of ridiculous how cheap the prefs are trading for VNO. If redeemed at par in [--] years from today the Series O would have a CAGR of 35%. Hard for me to fathom losses in the prefs. But of course to some this will still seem like "too risky" of a proposition lol"
X Link 2023-05-19T11:33Z [---] followers, 19.8K engagements
"Excerpt on buybacks from [----] $VNO Annual Report: "In the 1980s Vornado implemented one of the largest cap shrinks in the history of the NYSE buying back 60% of its shares. But that was done at deep discounts of 50% or more to underlying value.""
X Link 2023-07-12T02:56Z [---] followers, [---] engagements
"Interesting to see $VNO relative strength vs. $SLG and the broader market on a day like today 🤔"
X Link 2023-08-02T16:24Z [---] followers, [---] engagements
"ICYMI - heres the link to my recent $VNO writeup in which I share my high-level thesis estimate of value relevant macro factors and history of the company"
X Link 2023-08-03T17:06Z [---] followers, [---] engagements
"@Bruce_Markets Hi Bruce thank you for sharing all your valuable insights Given where we are with government balance sheets and growing deficits wouldnt the Fed be forced to lower rates sooner rather than later as the interest burden becomes untenable over the next 2-3 years"
X Link 2023-10-12T16:09Z [---] followers, [--] engagements
"Diving deep into $PAR. More to come"
X Link 2023-10-31T23:34Z [---] followers, [---] engagements
"$TPL Certainly not the preferred outcome for TPL shareholders in my view but I anticipate that we will experience a change in management in due course anyway. This event should not impact long-term value in any material way. https://www.texaspacific.com/investors/news-events/press-releases/detail/151/delaware-court-of-chancery-rules-in-favor-of-texas-pacific https://www.texaspacific.com/investors/news-events/press-releases/detail/151/delaware-court-of-chancery-rules-in-favor-of-texas-pacific"
X Link 2023-12-04T13:27Z [---] followers, [----] engagements
"@GenXPolitico1 Well see"
X Link 2023-12-04T17:41Z [---] followers, [---] engagements
"Another positive year in [----]. Portfolio increased 26.6% vs. 26.3% for S&P500 and 14.6% for Russell [----] Value. 5-Yr IRR: 33.5% Concentration in uranium offshore oil ( $TDW $RIG ) and $VNO paid off. See below for summary table and link to Substack post for brief commentary"
X Link 2024-01-01T16:29Z [---] followers, [---] engagements
"Grateful to @GreenhavenRoad and @Adam_Wyden for helping me understand the opportunity in $HGTY and $PAR. Also to @JonCukierwar for the amazing write-up on $ACIC. Of course can't forget @CorneliaLake @Ultradeep3 @TommyDeepwater for the constant nuggets on the offshore space"
X Link 2024-01-01T16:32Z [---] followers, [---] engagements
"With $RIG earnings coming in a week a couple of things to consider: - [--] of the best UDW drillships freeing up in Q2 and Q3 [----] (Atlas Asgard and Skyros) - [--] cold-stacked assets in very good condition primed for reactivation (Apollo Athena Mylos)"
X Link 2024-02-12T02:51Z [---] followers, [----] engagements
"Combine this with accelerating demand fundamentals and supply deficits across both UDW and HE markets it's not difficult to surmise that whatever surprises we encounter in the near future will likely be ones to the upside. perhaps $525k+ dayrates for 3+ year terms"
X Link 2024-02-12T02:51Z [---] followers, [---] engagements
"@DavidRVick $RIG does not have any problems staying solvent at current day rates. It would just take them a bit longer to deleverage to their target range of $4-4.5Bn debt. That being said I find it very unlikely that dayrates and utilization will stay stagnant"
X Link 2024-02-12T03:07Z [---] followers, [---] engagements
"One point that I think some may be overlooking is the absence of major fixture announcements since December is not an indication that fundamentals have slowed. On the contrary per Q3 earnings call operators are considering bigger commitments for longer periods of time"
X Link 2024-02-12T04:47Z [---] followers, [---] engagements
"@TommyDeepwater @CorneliaLake We still have DW Asgard and Discoverer Inspiration that may surprise to the upside in the coming months. Wrt debt paydown we may see $1.5bn+ paid down in the next two years based on cash flow which would bring debt closer to $5-5.5bn"
X Link 2024-02-16T01:11Z [---] followers, [---] engagements
"Trait #5: Great investors have confidence in their own convictions and stick with them even when facing criticism. Being able to be contrarian and stay the course. And being able to have the conviction to size positions appropriately when the odds are on your side. Ex. putting 2% into a position (instead of 20% if you truly have high conviction) is equivalent to betting on a stock that only has a 51% chance of going up and 49% chance of going down"
X Link 2024-03-03T13:36Z [---] followers, [--] engagements
"Trait #6: Must have both sides of your brain working -- not just the left side (the side that's good at math and organization). You need to be both good at math and logic but also have emotional intelligence and the ability to judge qualitative factors. Another is the ability to step back and take a big picture view of situations instead of analyzing them to death. You need to have a sense of humor and humility and common sense. And you have to be a good writer. "If you can't write clearly it is my opinion that you don't think very clearly. And if you don't think clearly you're in trouble.""
X Link 2024-03-03T13:36Z [---] followers, [--] engagements
"$PAR Hats off to @SavneetS and the team. Two truly amazing acquisitions that are only going to further broaden the TAM for the whole product portfolio and accelerate path to profitability. https://partech.com/wp-content/uploads/2024/03/031124-PAR-acq-sam-birdie-master-final.pdf https://partech.com/wp-content/uploads/2024/03/031124-PAR-acq-sam-birdie-master-final.pdf"
X Link 2024-03-11T13:58Z [---] followers, [----] engagements
"New post on $RIG is up on my Substack (link in bio). Laid out in great detail my thesis and research thus far on the offshore space. Let's check back in [--] years to see how the story plays out. $RIG $VAL $TDW $NE $DO $SDRL"
X Link 2024-03-23T19:54Z [---] followers, [----] engagements
"$RIG DW Asgard 1-year extension starting June [----] at $534k per day. There's the clean $500k+ print that we were all waiting for 💪 $RIG $NE $SDRL $DO $VAL"
X Link 2024-04-01T20:36Z [---] followers, 23.6K engagements
"$RIG announces $1.5B private debt offering to effectively refinance the $1.0B notes due in [----] and [----] to [----] and [----]. Itll be interesting to see how the pricing shakes out. 7.5-8% rate would be nice #insolvent $VAL $NE $DO $SDRL $TDW"
X Link 2024-04-11T13:13Z [---] followers, [----] engagements
"@ICBarrett @TommyDeepwater Though I agree that the 20K market is going to be important for RIG going forward we must also remember that the deeper we go the more risk there may be of unknown consequences"
X Link 2024-05-07T10:06Z [---] followers, [---] engagements
"@FoamOnTheRunway @lundeen_ne @ICBarrett Famous last words but I don't think we're going to see the same scale of newbuilds as we did in the last bull cycle in offshore. ESG & lack of shipyard capacity/interest will likely mean higher return of capital in the form of buybacks or divs"
X Link 2024-05-29T02:20Z [---] followers, [---] engagements
"@lundeen_ne @FoamOnTheRunway @ICBarrett I expect a continued focused strategy on UDW and HE segments where they have some form of competitive advantages contrary to the diversified market approach in the last cycle. I agree with the terminal zero sentiment hence why I'm investing with a 5-7 year view here"
X Link 2024-05-29T12:30Z [---] followers, [---] engagements
"@lundeen_ne @FoamOnTheRunway @ICBarrett Assuming $550k-$600k day rates by [----] reactivation of [--] stacked UDW rigs 50% EBITDA margins and equity accretion through debt reduction I'm showing 30%+ IRR at a 6x EV/EBITDA exit multiple"
X Link 2024-05-29T12:35Z [---] followers, [---] engagements
"@lundeen_ne @FoamOnTheRunway @ICBarrett Assuming average day rates that RIG gets"
X Link 2024-05-29T13:53Z [---] followers, [--] engagements
"Special thanks to @GreenhavenRoad @GHRAnalyst for bringing me up to speed and @McKeelHagerty for building such an incredible company"
X Link 2024-07-20T16:15Z [---] followers, [---] engagements
"@iancassel Here's another one Copart $CPRT"
X Link 2024-10-13T00:59Z [---] followers, [---] engagements
"I knew TPL was the second stock Buffett ever bought but never knew he still owns it. Im never selling my TPL shares 😂 Think youre a long-term investor Warren Buffett and Larry Goldstein two of the greatest investors of all time have owned TPL for over [--] years (since they were thirteen). Think youre a long-term investor Warren Buffett and Larry Goldstein two of the greatest investors of all time have owned TPL for over [--] years (since they were thirteen)"
X Link 2024-10-14T20:48Z [---] followers, [----] engagements
"A few thoughts on $SDRL $RIG merger. RIG will probably finance most of the PP with stock. So we're buying an undervalued competitor with undervalued shares. Not ideal but I think it's a big net positive in the long run"
X Link 2024-10-23T22:43Z [---] followers, [----] engagements
"And another one bites the dust $VNO https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-07-2025/card/jpmorgan-plans-to-bring-employees-back-to-the-office-five-days-a-week-o2qLXKthhS61Edvqlogsst=xejrUp&reflink=article_copyURL_share https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-07-2025/card/jpmorgan-plans-to-bring-employees-back-to-the-office-five-days-a-week-o2qLXKthhS61Edvqlogsst=xejrUp&reflink=article_copyURL_share"
X Link 2025-01-08T03:38Z [---] followers, [---] engagements
"@atelicinvest $HGTY"
X Link 2025-06-08T20:24Z [---] followers, [---] engagements
"@TarunAmasa @OpenAI Would love access please"
X Link 2025-08-06T18:58Z [---] followers, [--] engagements
"Just found a fun fact on $VNO- Buffett was buying Vornado in the early 1970s. Likely not too long before Roth began accumulating his shares for his proxy campaign in 1980"
X Link 2024-02-19T00:54Z [---] followers, [----] engagements
"@NICKRADICAL4 Incredible. I did find a [----] WSJ article where he shared that Berkshire lost half of a $6 million investment in Vornado Inc"
X Link 2024-02-20T02:09Z [---] followers, [---] engagements
"New post on Hagerty $HGTY up on Substack. One of the best businesses I've encountered thus far"
X Link 2024-07-20T16:15Z [---] followers, [---] engagements
"2024 marked another year of outperformance. Portfolio returned 27.6% vs. 25% for S&P [---] and 8% for Russell [----] Value. 6-Yr IRR of 33.1%. Also shared a few highlights on top [--] holdings ( $PAR $VNO $HGTY $TPL $TDW ). Link to Substack in bio"
X Link 2025-01-04T19:09Z [---] followers, [----] engagements
"@DurableCreators Echoes Carlisle Companies ($CSL)"
X Link 2025-08-16T03:02Z [---] followers, [---] engagements
"Key highlights: - Specialty insurer focused on classic cars - Dominant leader in a niche market (5x larger than nearest competitor) - Earns 25-30% returns on capital with long growth runway - Undergoing rapid inflection in earnings following years of heavy upfront investments"
X Link 2024-07-20T16:15Z [---] followers, [---] engagements
"- Asset light low capital intensity recurring revenue with high retention rate (90% retention rate) - Owner operator CEO owns 15% founding family still holds 51% ownership - Major investors include Markel Corp. ($MKL) and State Farm"
X Link 2024-07-20T16:15Z [---] followers, [---] engagements
"Such a bonkers stat from WSJ article: Over the past three years leading tech firms have committed more toward AI data centers like the one in Ellendale plus chips and energy than it cost to build the interstate highway system over four decades when adjusted for inflation"
X Link 2025-09-26T14:59Z [---] followers, [---] engagements
"https://www.wsj.com/tech/ai/ai-bubble-building-spree-55ee6128st=Xep2SL&reflink=article_copyURL_share https://www.wsj.com/tech/ai/ai-bubble-building-spree-55ee6128st=Xep2SL&reflink=article_copyURL_share"
X Link 2025-09-26T14:59Z [---] followers, [---] engagements
"What's going on with ChatGPT Responses have been much slower lately. I've been testing @Grok and @ChatGPT side-by-side and @Grok not only spits out answers in a fraction of the time but they're often much better too"
X Link 2025-11-14T13:59Z [---] followers, [---] engagements
"There are three kinds of men. The ones that learn by readin. The few who learn by observation. The rest of them have to pee on the electric fence for themselves. -- Will Rogers"
X Link 2026-02-03T12:31Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing