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# ![@orrdavid Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::97739069.png) @orrdavid David Orr

David Orr posts on X about stocks, $9435t, debt, $man the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::97739069/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::97739069/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +27%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::97739069/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::97739069/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX -XX%
- X Year XXXXX -XX%

### Followers: XXXXXX [#](/creator/twitter::97739069/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::97739069/c:line/m:followers.svg)

- X Week XXXXXX +0.32%
- X Month XXXXXX +2.20%
- X Months XXXXXX +12%
- X Year XXXXXX +32%

### CreatorRank: XXXXXXX [#](/creator/twitter::97739069/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::97739069/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::97739069/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [countries](/list/countries)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [mlb](/list/mlb)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 1.72%, [$9435t](/topic/$9435t) #2, [debt](/topic/debt) #1666, [$man](/topic/$man) #15, [employees](/topic/employees) 0.43%, [market cap](/topic/market-cap) 0.43%, [money](/topic/money) 0.43%, [$lulu](/topic/$lulu) 0.43%, [decent](/topic/decent) 0.43%, [away from](/topic/away-from) XXXX%

**Top accounts mentioned or mentioned by**
[@sowingalphaseed](/creator/undefined) [@stoked_on_waves](/creator/undefined) [@mikefritzell](/creator/undefined) [@realherbhoover](/creator/undefined) [@taobanker](/creator/undefined) [@svrnco](/creator/undefined) [@dabao_](/creator/undefined) [@globalstockpick](/creator/undefined) [@altaycapital](/creator/undefined) [@changyeefong77](/creator/undefined) [@sean91237](/creator/undefined) [@ptuomov](/creator/undefined) [@finphysnerd](/creator/undefined) [@glbeaty](/creator/undefined) [@damascenemoment](/creator/undefined) [@alexeimartov](/creator/undefined) [@luis71294214](/creator/undefined) [@stokedonwaves](/creator/undefined) [@irbezek](/creator/undefined) [@fishtowncap](/creator/undefined)

**Top assets mentioned**
[Matrix AI Network (MAN)](/topic/$man) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Honeywell International Inc (HON)](/topic/honeywell)
### Top Social Posts [#](/creator/twitter::97739069/posts)
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Top posts by engagements in the last XX hours

"I have been writing - very gradually - an outline of the book that I will eventually write on short selling. This is the outline of the first chapter"  
[X Link](https://x.com/orrdavid/status/1978445767883813198) [@orrdavid](/creator/x/orrdavid) 2025-10-15T13:00Z 21K followers, 7698 engagements


"$MAN I started shorting companies like this that fire employees for such stupid reasons. She should be fired based on her performance at her job or if she's found guilty of a serious crime in court. That's it"  
[X Link](https://x.com/orrdavid/status/1979190258995548657) [@orrdavid](/creator/x/orrdavid) 2025-10-17T14:18Z 21K followers, 7682 engagements


"$WISE.L probably does XXX million net income in 2024 vs X billion market cap. Seems cheap. Counter argument is volume per customer is a drag. Counter argument to that is Europe is not doing well right now yet they're still growing. What happens when Europe's economy turns"  
[X Link](https://x.com/orrdavid/status/1790340536424907182) [@orrdavid](/creator/x/orrdavid) 2024-05-14T11:17Z 21K followers, 10.9K engagements


"Market research at $2222. These guys have lots of confectionary concepts many of which could be a hit in the USA. Especially this pistachio theme one could fit American tastes Great flavor very fresh products mostly have less than a month expiration date"  
[X Link](https://x.com/orrdavid/status/1938560107585167437) [@orrdavid](/creator/x/orrdavid) 2025-06-27T11:28Z 21K followers, 5381 engagements


"Thought experiment on a net/net valuations: A boring predictable company with no headwinds or tailwinds has flat earnings. It has no debt. It pays out all of its earnings every year. For years it trades for 12x earnings. One day new management takes over and they claim to be worried about the future of their industry even when it's not justified. They stop paying out shareholders every year and have an explicit policy of simply allowing cash to pile up which earns some small interest. How bad is this news what is a new reasonable multiple for the company The key question about this company"  
[X Link](https://x.com/orrdavid/status/1971560399129698617) [@orrdavid](/creator/x/orrdavid) 2025-09-26T13:00Z 21K followers, 8511 engagements


"I made a website for my hedge fund. My motivation for running this website is to connect with up and coming truly exceptional portfolio managers. Please visit for more details:"  
[X Link](https://x.com/orrdavid/status/1975203093995479108) [@orrdavid](/creator/x/orrdavid) 2025-10-06T14:14Z 21K followers, 32.8K engagements


"Are any of my followers customers of Nomura Prime Brokerage If so please DM me"  
[X Link](https://x.com/orrdavid/status/1975501879603065299) [@orrdavid](/creator/x/orrdavid) 2025-10-07T10:02Z 21K followers, 2629 engagements


"A pump and dump scammer is being celebrated for dumping on his bag holders. When the bag holders lose money in the end it won't be Shay's fault. It'll be the damn naked short sellers"  
[X Link](https://x.com/orrdavid/status/1975723651543802188) [@orrdavid](/creator/x/orrdavid) 2025-10-08T00:43Z 21K followers, 39.2K engagements


"For years I liked every single product I bought at Lululemon. I trusted that I'd like everything I bought without even having to try it all on - which was important because I hate shopping. Very recently I bought X things and hated 4/5 including what used to be a staple from them. And meanwhile the staple fundamental T-shirts start looking faded after not that many washes which is completely different from the past. It's crazy how fast $LULU lost me as a customer and just how fast they let product quality slip"  
[X Link](https://x.com/orrdavid/status/1976287837013278744) [@orrdavid](/creator/x/orrdavid) 2025-10-09T14:05Z 21K followers, 36.7K engagements


"The key point of a brand is easily communicating trust"  
[X Link](https://x.com/orrdavid/status/1976463457282293857) [@orrdavid](/creator/x/orrdavid) 2025-10-10T01:43Z 21K followers, 2057 engagements


"Another message I sent to a group of short selling friends: "These are the narrow career ruining moments for short sellers. Who cares if you don't win the maximum during them.""  
[X Link](https://x.com/orrdavid/status/1977916810046681255) [@orrdavid](/creator/x/orrdavid) 2025-10-14T01:58Z 21K followers, 2740 engagements


"Stay safe out there short sellers. This is a harder environment than even Jan 2021 even though breadth hasn't gone as wild. Unclear if breadth will go as wide this time since the end of a bull run behavior is usually more concentrated. When this momentum in shorted stocks break there will likely be a twilight period for months. This is a pattern Soros pointed out. If that's right there is no rush to being a huge hero and call the top. On the other hand modern markets are so much more competitive that a fast collapse wouldn't be surprising. Maybe that's why this move is even getting so"  
[X Link](https://x.com/orrdavid/status/1978245102817746944) [@orrdavid](/creator/x/orrdavid) 2025-10-14T23:42Z 21K followers, 28.8K engagements


"Also not being able to short individual stocks in an ETF this year was a positive lucky development. I've had lots of those kinds of lucky breaks in investing. Another lucky break was my hedge fund launching right after Jan 2021. But man will that be a huge negative soon"  
[X Link](https://x.com/orrdavid/status/1978270002668040276) [@orrdavid](/creator/x/orrdavid) 2025-10-15T01:21Z 21K followers, 2454 engagements


"Results of my hedge fund partition MTD. I lost another -XXX% yesterday too. So even though the worst stocks in the market are going straight up most of this period I still had several winning days in a row. Not sure what to make of it by itself. I have this theory though that once you have enough daily sample sizes from unique alpha sources (ie more PMs) the data might create a huge edge with a quant strategy and that this strategy will be simple"  
[X Link](https://x.com/orrdavid/status/1978290813852611050) [@orrdavid](/creator/x/orrdavid) 2025-10-15T02:44Z 21K followers, 6139 engagements


"It's also very odd that the 6th was a big winning day and not Friday which was down a lot (6th was huge alpha Friday was negative alpha). Lots of strange things are going on under the surface than normal"  
[X Link](https://x.com/orrdavid/status/1978291403504369951) [@orrdavid](/creator/x/orrdavid) 2025-10-15T02:46Z 21K followers, 3468 engagements


"Hikari Tsushin $9435 is run by an allocator that doubles book/share every 3-4 years. Runs XXX% leverage in a ZIRP environment. Website gives Teledyne or Berkshire vibes. Trades for 1.5x book / 10x earnings"  
[X Link](https://x.com/orrdavid/status/1802178070092148749) [@orrdavid](/creator/x/orrdavid) 2024-06-16T03:15Z 21K followers, 99.6K engagements


"I studied stocks for XX hours straight yesterday got X hours of sleep and just woke up to study them for another XX hours today. If you don't genuinely love doing this all the time it sure seems hard to compete"  
[X Link](https://x.com/orrdavid/status/1822208868132237415) [@orrdavid](/creator/x/orrdavid) 2024-08-10T09:50Z 21K followers, 60.5K engagements


"Azbil traces its roots back to 1906 as Yamatake & Co. initially a trading firm for measurement and control equipment. Over time it formed a joint venture with Honeywell becoming Yamatake-Honeywell. In 2012 Yamatake rebranded to Azbil Corporation. Anyone know this company Trades for 15x earnings ROCE doubled since they rebranded and is up to XX% today. They've done decent buybacks too. Net cash balance sheet. This is a no brainer for a .5% bet but seems like one I could build conviction on. I never understood how HON was such a high quality biz. $6845"  
[X Link](https://x.com/orrdavid/status/1893684065599140043) [@orrdavid](/creator/x/orrdavid) 2025-02-23T15:27Z 21K followers, 3581 engagements


"Interview with HIkari Tsushin's CEO by @Jake___Barfield:"  
[X Link](https://x.com/orrdavid/status/1944252905185587558) [@orrdavid](/creator/x/orrdavid) 2025-07-13T04:29Z 21K followers, 11.7K engagements


"I've been studying the true cost of clothes. Very rough numbers: Shirts Decent $XX polo last XX machine washes $1/wear. Lululemon $XX polo last XX machine washes $1.6/wear. Zegna $XXX polo lasts XX professional hand washes (machine is no longer economical) $12/wear including laundry cost Loro Piana $1200 polo last XX professional hand washes (machine is no longer economical) $18/wear including laundry cost. Per year that is $XXX $XXX $4380 and $6570. Shirts are by far the most expensive since they have to be washed every wear. Pants Decent $XX pants last XX machine washes $1.6/wash. Washed"  
[X Link](https://x.com/orrdavid/status/1957601859935564066) [@orrdavid](/creator/x/orrdavid) 2025-08-19T00:33Z 21K followers, 113.1K engagements


"Below are the financials of Relo Group $8876 XX% return on capital trades for 11x earnings clean balance sheet. I found Hikari Tsushin $9435 because as I searched for cheap Japanese stocks like this one I kept seeing Hikari owning cheap stuff like this"  
[X Link](https://x.com/orrdavid/status/1963580924546756785) [@orrdavid](/creator/x/orrdavid) 2025-09-04T12:32Z 21K followers, 10.7K engagements


"Even Buffett was doing this. He was also short selling broad baskets of stocks in the partnership days. And I'm guessing there were other things he wasn't even talking about all these years because why crowd an edge"  
[X Link](https://x.com/orrdavid/status/1964301847688065048) [@orrdavid](/creator/x/orrdavid) 2025-09-06T12:17Z 21K followers, 3670 engagements


"Hikari Tsushin $9435 borrows in USD at X% for XX years taking advantage of the easy US debt market in the USA right now. Also worth contrasting this with the no bid in private credit broadly despite such narrow spreads"  
[X Link](https://x.com/orrdavid/status/1965984538901012872) [@orrdavid](/creator/x/orrdavid) 2025-09-11T03:43Z 21K followers, 5858 engagements


"Another holding of $9435: 13x earnings XX% of the market cap in cash No debt XX% return on capital Hikari Tsushin also believes in stepping over X foot hurdles . only with far more favorable terms on their debt than I can get"  
[X Link](https://x.com/orrdavid/status/1966074358729965737) [@orrdavid](/creator/x/orrdavid) 2025-09-11T09:40Z 21K followers, 17.8K engagements


"Importantly Hikari Tsushin does not charge hedge fund like fees for making these investments. That's the killer subtle variable that steals all/most of the value away from shareholders of permanent capital vehicles. Just like @davidein's $GLRE scam"  
[X Link](https://x.com/orrdavid/status/1966075036428894439) [@orrdavid](/creator/x/orrdavid) 2025-09-11T09:43Z 21K followers, 3109 engagements


"Tamaki wants even looser fiscal policy than Takaichi particularly by "temporarily" lowering the consumption tax to X% from 10%. It makes sense that this is happening. Younger people are finally getting enough voting power and they don't want crippling taxes anymore"  
[X Link](https://x.com/orrdavid/status/1976617646524346437) [@orrdavid](/creator/x/orrdavid) 2025-10-10T11:55Z 21K followers, 6276 engagements


"Three left wing views I have: X. Unrealized gains should be taxed - with plenty of very large exemptions for founders early employees etc. X. Healthcare should be universal and almost entirely paid for by the state. The only payment people should have to make is to discourage waste. The state should also aggressively negotiate prices down on behalf of the people. (This part isn't really left wing but also: deregulate healthcare / open to competition). X. Immigration should be almost entirely open in the USA though we do need to still enforce borders rigidly and thoroughly. The test should be"  
[X Link](https://x.com/orrdavid/status/1977524617159020848) [@orrdavid](/creator/x/orrdavid) 2025-10-12T23:59Z 21K followers, 17.8K engagements


"Message I just sent to a short selling friend: "In a bad drawdown your best course is usually to just de-gross cut risk and wait for the shitty market environment to pass. See the stocks and factors that are most killing you and especially get away from those ones for now. You can create a watchlist of everything you quit and rejoin later on (after at least XX days for tax reasons usually). Often you will do this at the very worst moment of course. But still you need to do this anyway to control the drawdown. What puts you out of business isn't a medium drawdown and a pause. It's a medium"  
[X Link](https://x.com/orrdavid/status/1977916450674442322) [@orrdavid](/creator/x/orrdavid) 2025-10-14T01:56Z 21K followers, 6905 engagements


"Trump is course correcting long running major mistakes - like relying on trade with China not collecting student debt Obamacare subsidies - and fixing these are a huge contraction to the economy. They do need to be done though"  
[X Link](https://x.com/orrdavid/status/1978771710389137727) [@orrdavid](/creator/x/orrdavid) 2025-10-16T10:35Z 21K followers, 11.3K engagements


"Just because a short has gone up a lot doesn't mean it's a better short than before. That would be true even without absurdly high borrow fees. But with high borrow fees you're playing an extremely nuanced game after stocks rise sharply"  
[X Link](https://x.com/orrdavid/status/1979186166713979200) [@orrdavid](/creator/x/orrdavid) 2025-10-17T14:02Z 21K followers, 5489 engagements


"$MAN Big acquisition too. And you love the poorly timed buybacks. Think of what an incredible short that was since 2018. and I never heard someone pitch it before"  
[X Link](https://x.com/orrdavid/status/1979190262799962326) [@orrdavid](/creator/x/orrdavid) 2025-10-17T14:18Z 21K followers, 1507 engagements


"Trump is doing the right thing here fingers crossed he pulls the trigger or the threat gets the regime to fold without any bloodshed. The requirement is simple: Run a fair election and accept the outcome. Offer safe haven to the VZ leaders. Or let them choose death"  
[X Link](https://x.com/orrdavid/status/1979194005985595539) [@orrdavid](/creator/x/orrdavid) 2025-10-17T14:33Z 21K followers, 8321 engagements


"This was the guy behind a trash company I shorted a long time until the borrow cost on the stock got too high. His post here justifies his type of unethical behavior. A real scum bag"  
[X Link](https://x.com/orrdavid/status/1979804845805809929) [@orrdavid](/creator/x/orrdavid) 2025-10-19T07:00Z 21K followers, 13.2K engagements