# ![@rhysdiab Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::801887962493353984.png) @rhysdiab Rhys Diab

Rhys Diab posts on X about business, ai, ceo, in the the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::801887962493353984/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801887962493353984/c:line/m:interactions.svg)

- [--] Week [------] +438%
- [--] Month [------] +603%
- [--] Months [-------] +79%
- [--] Year [-------] +10,013%

### Mentions: [--] [#](/creator/twitter::801887962493353984/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801887962493353984/c:line/m:posts_active.svg)

- [--] Month [--] -17%
- [--] Months [---] +48%
- [--] Year [---] +2,063%

### Followers: [---] [#](/creator/twitter::801887962493353984/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801887962493353984/c:line/m:followers.svg)

- [--] Week [---] +4.10%
- [--] Month [---] +5.50%
- [--] Months [---] +42%
- [--] Year [---] +308%

### CreatorRank: [-------] [#](/creator/twitter::801887962493353984/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::801887962493353984/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  29.57% [finance](/list/finance)  28.7% [technology brands](/list/technology-brands)  17.39% [automotive brands](/list/automotive-brands)  3.48% [cryptocurrencies](/list/cryptocurrencies)  3.48% [countries](/list/countries)  2.61% [financial services](/list/financial-services)  0.87% [social networks](/list/social-networks)  0.87% [travel destinations](/list/travel-destinations)  0.87%

**Social topic influence**
[business](/topic/business) #4599, [ai](/topic/ai) 7.83%, [ceo](/topic/ceo) 6.09%, [in the](/topic/in-the) 6.09%, [$csuto](/topic/$csuto) 5.22%, [$amzn](/topic/$amzn) #167, [meta](/topic/meta) #4189, [if you](/topic/if-you) 5.22%, [$googl](/topic/$googl) 4.35%, [$meta](/topic/$meta) #91

**Top accounts mentioned or mentioned by**
[@ryutay](/creator/undefined) [@nobodybutm3](/creator/undefined) [@ryu_tay](/creator/undefined) [@nobody_but_m3](/creator/undefined) [@k311126](/creator/undefined) [@bowtiedstocks](/creator/undefined) [@ausnotes](/creator/undefined) [@spike_1567](/creator/undefined) [@tristanwaine](/creator/undefined) [@timzandi](/creator/undefined) [@ronshamgar](/creator/undefined) [@larryjamieson](/creator/undefined) [@lloydjamesross](/creator/undefined) [@spike1567](/creator/undefined) [@timmurrell74077](/creator/undefined) [@galumay](/creator/undefined) [@goldstandard555](/creator/undefined) [@nrossett](/creator/undefined) [@grok](/creator/undefined) [@pepejesus117](/creator/undefined)

**Top assets mentioned**
[Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Honda Motor Co., Ltd. (HMC)](/topic/$hmc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [UnitedHealth Group (UNH)](/topic/$unh) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Microsoft Corp. (MSFT)](/topic/$msft) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [ResMed Inc. (RMD)](/topic/$rmd) [eBay Inc (EBAY)](/topic/$ebay) [monday.com Ltd. (MNDY)](/topic/$mndy) [Now Coin (NOW)](/topic/$now) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [SOMESING (SSG)](/topic/$ssg) [Copart, Inc. (CPRT)](/topic/$cprt) [4 (FOUR)](/topic/$four) [Fiserv Inc (FISV)](/topic/$fisv) [Salesforce Inc (CRM)](/topic/$crm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Rajiv Jain today $GQG $GQG.AX Same trick keeps working 🤣 https://t.co/xnHolWUkUi Same trick keeps working 🤣 https://t.co/xnHolWUkUi"  
[X Link](https://x.com/rhysdiab/status/1991649941698347127)  2025-11-20T23:28Z [---] followers, [---] engagements


"$HMC $HMC.AX more insider buying"  
[X Link](https://x.com/rhysdiab/status/1993930679030305045)  2025-11-27T06:31Z [---] followers, [---] engagements


"$HMC $HMC.AX Danielle Di Pilla (David Di Pillas sister) just become a substantial holder. Im gonna go out on a limb and say the company is going to be fine"  
[X Link](https://x.com/rhysdiab/status/1993934647848579310)  2025-11-27T06:47Z [---] followers, [----] engagements


"$UNH $MOH Trump doesnt like my healthcare holdings @PolymarketMoney To all $UNH holders https://t.co/s9RbPylktw @PolymarketMoney To all $UNH holders https://t.co/s9RbPylktw"  
[X Link](https://x.com/rhysdiab/status/2015908351193055556)  2026-01-26T22:02Z [---] followers, [----] engagements


"@ryu_tay I actually enjoy hearing her takes. Though last time I looked their fund hugs the index a bit. I think theyd do better if they went harder on their high conviction ideas. I remember when she was banging the table on $RMD in [----] but the fund only had a 5% position in it"  
[X Link](https://x.com/rhysdiab/status/2017149304230887880)  2026-01-30T08:14Z [---] followers, [---] engagements


"Agree. There are other cheap names but many of them dilute heavily which is fine when theyre expensive but when they get cheap it destroys a lot of value. $CSU.TO on the other hand actually benefits when software as a whole gets cheaper as they dont dilute shareholders and theyre likely to get opportunities to deploy more cash at a higher rate of return. https://twitter.com/i/web/status/2018417702994592031 https://twitter.com/i/web/status/2018417702994592031"  
[X Link](https://x.com/rhysdiab/status/2018417702994592031)  2026-02-02T20:14Z [---] followers, [---] engagements


"So you think current owner earnings are on a temporarily depressed margins Is this evident industry wide I worry sometimes about overseas expansion as in other industries it's notoriously difficult to replicate a model that works in Aus in the US and get the same margins. $REH for instance is expanding through the US and the margins are much lower than in Aus. https://twitter.com/i/web/status/2018475965035528380 https://twitter.com/i/web/status/2018475965035528380"  
[X Link](https://x.com/rhysdiab/status/2018475965035528380)  2026-02-03T00:05Z [---] followers, [--] engagements


"@TidefallCapital @MikeliuAsdsf Surely theres some good acquisition targets in the software carnage"  
[X Link](https://x.com/rhysdiab/status/2018750844947276029)  2026-02-03T18:18Z [---] followers, [---] engagements


"To put things in perspective even $EBAY a disrupted marketplace that hasnt grown earnings in [--] years is on a 20x earnings multiple. It feels like $PYPL holders are capitulating on a below expectation quarter and new CEO. But on 7x earnings 8ish forward the business could decline a few percent per year forever and youd comfortably pass a 10% hurdle rate. I get the feeling theres lots of anger and It feels like $PYPL holders are capitulating on a below expectation quarter and new CEO. But on 7x earnings 8ish forward the business could decline a few percent per year forever and youd comfortably"  
[X Link](https://x.com/rhysdiab/status/2018771243143692328)  2026-02-03T19:39Z [---] followers, [---] engagements


"@Larryjamieson_ Claude what credit rating should this get"  
[X Link](https://x.com/rhysdiab/status/2018821184595673485)  2026-02-03T22:57Z [---] followers, [---] engagements


"@ausnotes Good job. Timed it well"  
[X Link](https://x.com/rhysdiab/status/2018825186636902861)  2026-02-03T23:13Z [---] followers, [--] engagements


"At this rate Xero will have to change its name to Zero. $XRO $XRO.AX"  
[X Link](https://x.com/rhysdiab/status/2018849867632939339)  2026-02-04T00:51Z [---] followers, [----] engagements


"@tristanwaine Would love to hear your thoughts on $KPG. Their use of leverage puts me off them a bit but seemingly long runway for growth and valuation is not insane"  
[X Link](https://x.com/rhysdiab/status/2018883429996396769)  2026-02-04T03:04Z [---] followers, [---] engagements


"@TheRealDavey2 This was pretty much the narrative arc for Google search [--] months ago"  
[X Link](https://x.com/rhysdiab/status/2018917421013508563)  2026-02-04T05:19Z [---] followers, [---] engagements


"@Larryjamieson_ On an unrelated note have you heard the company Constellation Software is a good buy"  
[X Link](https://x.com/rhysdiab/status/2018925261853708589)  2026-02-04T05:51Z [---] followers, [---] engagements


"Im kind of annoyed about the SaaS bounce. I built up to an 11% position in $CSU.TO and was preparing to take it to 20%+ if it kept dropping. Might get another chance post earnings"  
[X Link](https://x.com/rhysdiab/status/2019202878699896871)  2026-02-05T00:14Z [---] followers, [----] engagements


"@tristanwaine Interesting. A former constellation software portfolio manager recently mentioned that AI can make managed services more attractive acquisition targets due to AI automating more of the work done by the business. AI improves M&A opportunities AI makes managed services (that are heavy in manual labour) into attractive acquisition targets. Previous non-software businesses can be acquired cheaply gradually automated and run as software businesses over time. AI improves M&A opportunities AI makes managed services (that are heavy in manual labour) into attractive acquisition targets."  
[X Link](https://x.com/rhysdiab/status/2019332710058410395)  2026-02-05T08:50Z [---] followers, [--] engagements


"@tristanwaine Nice write-up. Its starting to get interesting. Lots of serial acquirers very out of favour atm. Id like to see Brett Kelly buy some shares on market"  
[X Link](https://x.com/rhysdiab/status/2019333831359344931)  2026-02-05T08:54Z [---] followers, [---] engagements


"@ryu_tay It looks like its only for property investors. Part of the reasoning is to encourage people to invest in other things"  
[X Link](https://x.com/rhysdiab/status/2019473292281643345)  2026-02-05T18:08Z [---] followers, [---] engagements


"No biggie. This reit is designed to send management fees to $CNI.AX based on total asset value. If they have to do a cap raise itll only dilute $COF.AX shareholders but $CNI.AX will continue to receive the same management fees. Deleveraging on the hand would reduce total asset value and management fees paid to $CNI.AX. Externally managed REITs are a scam. https://twitter.com/i/web/status/2019497869309538671 https://twitter.com/i/web/status/2019497869309538671"  
[X Link](https://x.com/rhysdiab/status/2019497869309538671)  2026-02-05T19:46Z [---] followers, [---] engagements


"@ryu_tay Why doesnt she buy some shares then She owns less $XRO than her yearly salary"  
[X Link](https://x.com/rhysdiab/status/2019499329707471241)  2026-02-05T19:52Z [---] followers, [---] engagements


"@ryu_tay $AMZN also reporting today which should be interesting"  
[X Link](https://x.com/rhysdiab/status/2019499533881995718)  2026-02-05T19:53Z [---] followers, [---] engagements


"@ryu_tay Big drawdowns in $MOH $UNH which are significant positions for me"  
[X Link](https://x.com/rhysdiab/status/2019534840559968329)  2026-02-05T22:13Z [---] followers, [---] engagements


"@Nobody_But_M3 100%"  
[X Link](https://x.com/rhysdiab/status/2019536750914465824)  2026-02-05T22:20Z [---] followers, [--] engagements


"Really interesting perspective. The cost of building software has been declining for [--] years but tech companies havent got any less valuable The cost of building software dropped dramatically from [----] to [----]. AWS (vs self-hosting) MySQL (viable 2005) high-level languages all massively reduced cost to build and led to a Cambrian explosion of software businesses. But this did not make software cos less valuable The cost of building software dropped dramatically from [----] to [----]. AWS (vs self-hosting) MySQL (viable 2005) high-level languages all massively reduced cost to build and led to a"  
[X Link](https://x.com/rhysdiab/status/2020025817682846075)  2026-02-07T06:44Z [---] followers, [---] engagements


"@Nobody_But_M3 Its amazing how things change"  
[X Link](https://x.com/rhysdiab/status/2020037264324305407)  2026-02-07T07:29Z [---] followers, [--] engagements


"Not sure if the gov is thinking about rolling back the CGT discount for all assets or just investment properties but if its all assets it massively changes incentives to favour companies paying out franked dividends vs cap gains. Even on the highest tax bracket 47% you pay 24% tax on a FF dividend. If the company retains those earnings you pay 47% (a bit less if indexed to inflation) on the cap gain. Creates a real disincentive for Australian companies to focus on growth vs paying out FF dividends. The tax system already favours FF dividends for people on a low tax bracket. If we're going to"  
[X Link](https://x.com/rhysdiab/status/2020052708254970268)  2026-02-07T08:31Z [---] followers, 14.7K engagements


"Why are you investing 150% of your cash flows in AI capex Big tech company: Everybody else is doing it $GOOGL $AMZN $META The five most dangerous words in business are: Everybody else is doing it. Warren Buffett The five most dangerous words in business are: Everybody else is doing it. Warren Buffett"  
[X Link](https://x.com/rhysdiab/status/2020062482958856631)  2026-02-07T09:10Z [---] followers, [---] engagements


"You just know that guy was a $PYPL holder"  
[X Link](https://x.com/rhysdiab/status/2020063159957307491)  2026-02-07T09:12Z [---] followers, [---] engagements


"@QualityInvest5 They buyback a lot of that SBC so dont end up increasing the share count much. Theyre actually one of the better ones in that regard"  
[X Link](https://x.com/rhysdiab/status/2020235973918093721)  2026-02-07T20:39Z [---] followers, [----] engagements


"Also if the CGT discount is removed why wouldnt every investor just invest through a company structure instead of their own name for a flat 30% CGT rate It starts to look attractive if youre paying 39% or 47% in your own name on capital gains vs 30% through a company. Not sure if the gov is thinking about rolling back the CGT discount for all assets or just investment properties but if its all assets it massively changes incentives to favour companies paying out franked dividends vs cap gains. Even on the highest tax bracket 47% you pay 24% Not sure if the gov is thinking about rolling back"  
[X Link](https://x.com/rhysdiab/status/2020237057856274936)  2026-02-07T20:43Z [---] followers, 11.5K engagements


"@Nobody_But_M3 Agree although I have a feeling theyre coming for family trusts too"  
[X Link](https://x.com/rhysdiab/status/2020291808144814436)  2026-02-08T00:21Z [---] followers, [---] engagements


"I have the solution @ryu_tay The Decline of U.S. Software Developer Jobs https://t.co/1pHbCdQ3Mb The Decline of U.S. Software Developer Jobs https://t.co/1pHbCdQ3Mb"  
[X Link](https://x.com/rhysdiab/status/2020306387298054578)  2026-02-08T01:19Z [---] followers, [---] engagements


"@1444_kris $CSU.TO"  
[X Link](https://x.com/rhysdiab/status/2020375154631803377)  2026-02-08T05:52Z [---] followers, [---] engagements


"@TimZandi Actually on the math it works out 24%. A $100 franked dividend is actually $143 in gross income where you get credit for the company having paid $43. 47% of [---] is [--] and minus the $43 franking credit you end up paying $24 in tax to make up the shortfall"  
[X Link](https://x.com/rhysdiab/status/2020392445146722774)  2026-02-08T07:01Z [---] followers, [---] engagements


"@toiletpaperaus1 Doesnt explain why the rental vacancy rate is also the lowest in history"  
[X Link](https://x.com/rhysdiab/status/2020402752644628981)  2026-02-08T07:42Z [---] followers, [---] engagements


"@agnostoxxx $CSU.TO Mark Milker bought a few million in stock. But Ive noticed the same thing. So many many names look cheap but almost [--] insider buying"  
[X Link](https://x.com/rhysdiab/status/2020586345274733028)  2026-02-08T19:51Z [---] followers, [----] engagements


"@lloydjamesross Wow insider selling in the property market 😂"  
[X Link](https://x.com/rhysdiab/status/2020750582454313352)  2026-02-09T06:44Z [---] followers, [--] engagements


"@bowtiedstocks In all seriousness though if they roll back the CGT discount the value of franking credits goes up a lot. Why retain earnings when theyll be taxed harder than if you just pay them out"  
[X Link](https://x.com/rhysdiab/status/2020974660121395667)  2026-02-09T21:34Z [---] followers, [---] engagements


"$CSU.TO is in the box seat here. They basically have their pick of SaaS companies at rock bottom valuations with record high expected IRRs. Wouldnt be surprised if they venture into horizontal SaaS. $MNDY It's going to get uglier. eventually https://t.co/miPKXXz69f might even get to Net-Net status When will $CSU start to do public SaaS take-overs Probably when its less than 1x Book https://t.co/cqLz1wvWH9 $MNDY It's going to get uglier. eventually https://t.co/miPKXXz69f might even get to Net-Net status When will $CSU start to do public SaaS take-overs Probably when its less than 1x Book"  
[X Link](https://x.com/rhysdiab/status/2021013713546060099)  2026-02-10T00:09Z [---] followers, [----] engagements


"Its amazing to me how many beaten up cap SaaS names there are and theres been almost no insider buying. Maybe they get issued enough stock through SBC but still if youre confident in the future of your company why not reach into your pocket and buy the stock on market So far only $CSU.TO CEO Mark Miller has made a significant purchase. $NOW CEO says he will. But mostly crickets"  
[X Link](https://x.com/rhysdiab/status/2021068209865228377)  2026-02-10T03:46Z [---] followers, [---] engagements


"Australia should learn from big tech. We need [---] year interest only mortgages BREAKING: Google seeks to sell 100-year bonds to British pensioners. BREAKING: Google seeks to sell 100-year bonds to British pensioners"  
[X Link](https://x.com/rhysdiab/status/2021111445254275185)  2026-02-10T06:38Z [---] followers, [---] engagements


"This guy was right on the money on $HIMS and everyone was ripping him in the comments I absolutely need to short this thing. $HIMS I'll do it at $70. https://t.co/HA55Df5x9R I absolutely need to short this thing. $HIMS I'll do it at $70. https://t.co/HA55Df5x9R"  
[X Link](https://x.com/rhysdiab/status/2021172417482170476)  2026-02-10T10:40Z [---] followers, [----] engagements


"@ausnotes I didnt like how he seemed to be pumping the stock while dumping millions on market. I was intrigued by the revenue growth but the CEO just seemed super promotional which was off putting"  
[X Link](https://x.com/rhysdiab/status/2021175716608389246)  2026-02-10T10:53Z [---] followers, [--] engagements


"Depends how much you pay. If you pay 30x cash flow for a company the next [--] years are very relevant but if you pay 2x cash flow not so much. The value of a company is not in one years cash flows but in [--] years of cash flow -Chris Hohn https://t.co/N7MNrwOSDb The value of a company is not in one years cash flows but in [--] years of cash flow -Chris Hohn https://t.co/N7MNrwOSDb"  
[X Link](https://x.com/rhysdiab/status/2021304746003292218)  2026-02-10T19:26Z [---] followers, [---] engagements


"@RentYourStocks I cant find anything on a Meta takeover"  
[X Link](https://x.com/rhysdiab/status/2022398613587136930)  2026-02-13T19:52Z [---] followers, [----] engagements


"$SSG $SSG.AX Good result from Shaver Shop in a tough environment. Very well managed little company"  
[X Link](https://x.com/rhysdiab/status/1959751097469534384)  2025-08-24T22:54Z [---] followers, [---] engagements


"$GQG $GQG.AX Somehow managed to grow FUM through march. April will be tougher but still outstanding result"  
[X Link](https://x.com/rhysdiab/status/1909736562772131974)  2025-04-08T22:34Z [---] followers, [----] engagements


"$ACL $ACL.AX starting to look interesting. Trading at 7x forward EV/EBIT on what looks to be depressed earnings. The pathology market and GP attendance has been much lower than normal since Covid which has depressed earnings. I prefer it over $SHL.AX due to cheaper valuation less leverage and dividends fully franked. Operating margins are also similar between the [--]. https://twitter.com/i/web/status/1972824793037910115 https://twitter.com/i/web/status/1972824793037910115"  
[X Link](https://x.com/rhysdiab/status/1972824793037910115)  2025-09-30T00:44Z [---] followers, [---] engagements


"For every growthy ASX company it feels like there's a higher quality cheaper alternative overseas. Who would buy $CAR.AX when you can buy the cheaper faster growing $CPRT And I would even argue $CPRT has a stronger moat with a network effect on their auction platform and their junk yards. https://twitter.com/i/web/status/1986593450507313581 https://twitter.com/i/web/status/1986593450507313581"  
[X Link](https://x.com/rhysdiab/status/1986593450507313581)  2025-11-07T00:36Z [---] followers, [---] engagements


"Kind of crazy this post was the literal top for $CBA $CBA.AX The valuation $CBA trades at never ceases to amaze me. 34x earnings for a basically no growth bank. Gains have been almost entirely multiple expansion. https://t.co/NzuRm2IOM2 The valuation $CBA trades at never ceases to amaze me. 34x earnings for a basically no growth bank. Gains have been almost entirely multiple expansion. https://t.co/NzuRm2IOM2"  
[X Link](https://x.com/rhysdiab/status/1990691439182008602)  2025-11-18T07:59Z [---] followers, 12.6K engagements


"@Spike_1567 Agree CEO change is a negative sign. I guess at what point is it priced in though The valuation reaches a point where you dont need any growth. Seems like the whole payment sector is out of favour atm. $FOUR and $FISV also down big today"  
[X Link](https://x.com/rhysdiab/status/2018781668623229214)  2026-02-03T20:20Z [---] followers, [---] engagements


"ASX tech 😯"  
[X Link](https://x.com/rhysdiab/status/2018822865215492433)  2026-02-03T23:04Z [---] followers, [----] engagements


"@goldstandard555 @lloydjamesross True. Its not a certainty but I dont think its crazy to think they maintain their piece of the market and continue existing"  
[X Link](https://x.com/rhysdiab/status/2018919276556726303)  2026-02-04T05:27Z [---] followers, [--] engagements


"@nrossett If you consider their cash on balance sheet Peter Alexander Smiggle and their portion of Breville earnings I have them at 11x look through earnings. Way cheaper than other quality retailers like $JBH.AX and $NCK.AX"  
[X Link](https://x.com/rhysdiab/status/2019197502852055090)  2026-02-04T23:52Z [---] followers, [--] engagements


"@ryu_tay I hold some Aussie names but not in tech. $PMV.AX $GQG $HMC (though Ive trimmed this a bit on the run) and a tiny position in $HIT.AX"  
[X Link](https://x.com/rhysdiab/status/2019205895989915861)  2026-02-05T00:26Z [---] followers, [--] engagements


"@teechongyen @grok remove the value traps from this list"  
[X Link](https://x.com/rhysdiab/status/2019324274906132790)  2026-02-05T08:16Z [---] followers, [---] engagements


"$HMC $HMC.AX secures funding in their energy transition fund. Let the good times roll"  
[X Link](https://x.com/rhysdiab/status/2019532582485180782)  2026-02-05T22:04Z [---] followers, [---] engagements


"@ryu_tay I really hope its just property"  
[X Link](https://x.com/rhysdiab/status/2020230616785248408)  2026-02-07T20:18Z [---] followers, [---] engagements


"Nobody can watch this video and believe the Australian property market won't crash"  
[X Link](https://x.com/rhysdiab/status/2020761910023774501)  2026-02-09T07:29Z [---] followers, [---] engagements


"@JaValCapital @Gubloinvestor Would be a good acquisition for $CRM"  
[X Link](https://x.com/rhysdiab/status/2021330704181887355)  2026-02-10T21:09Z [---] followers, [--] engagements


"@tristanwaine The disconnect between the narrative guiding the market in certain sectors and whats happening on the ground is enormous atm"  
[X Link](https://x.com/rhysdiab/status/2021332561902080095)  2026-02-10T21:16Z [---] followers, [--] engagements


"$CSL $CSL.AX need to say theyre replacing CEO with an AI agent. Stock will open +40% $CSL lol Hours after sacking its chief executive ASX biotech giant CSL has reported an 81% slide in half-year profit on restructuring and impairment costs. $CSL lol Hours after sacking its chief executive ASX biotech giant CSL has reported an 81% slide in half-year profit on restructuring and impairment costs"  
[X Link](https://x.com/rhysdiab/status/2021338798475633086)  2026-02-10T21:41Z [---] followers, [---] engagements


"@Nobody_But_M3 @ryu_tay Exactly. Youd expect flows to follow over the next few months if they continue outperforming. But even if they bleed outflows at this rate forever and FUM only grows modestly Im not sure what more people could ask for at the current valuation"  
[X Link](https://x.com/rhysdiab/status/2021351572966605278)  2026-02-10T22:32Z [---] followers, [--] engagements


"Ironically AI could compile this list just as well as JP Morgan 🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list https://t.co/Lazgi36dc7 🚨 BREAKING: JP Morgan analysts just compiled a list of [--] software stocks that they believe 'are AI resistant'. What do you think of their list https://t.co/Lazgi36dc7"  
[X Link](https://x.com/rhysdiab/status/2021372656281583723)  2026-02-10T23:56Z [---] followers, [---] engagements


"Me explaining why I read the $CSL $CSL.AX earnings report even though I don't own it This $CSL $CSL.AX management team have almost zero credibility. Delivering NPATA of -7% for the HY and reiterating +4-7% guidance for the FY relying on an ambitious growth plan for H2 this is simply ridiculous. Pour one out for the boomers today 🫗 https://t.co/zQ85TfN70h This $CSL $CSL.AX management team have almost zero credibility. Delivering NPATA of -7% for the HY and reiterating +4-7% guidance for the FY relying on an ambitious growth plan for H2 this is simply ridiculous. Pour one out for the boomers"  
[X Link](https://x.com/rhysdiab/status/2021404775351538027)  2026-02-11T02:03Z [---] followers, [----] engagements


"They're still growing FUM. If their trajectory continues the way it has been with small outflows and they still modestly grow FUM overall you're getting a 14% dividend plus 2-3% growth. But then if they continue to outperform like in January and outflows turn to inflows you'll get more growth and a pretty big rerate in the multiple. https://twitter.com/i/web/status/2021409201847992386 https://twitter.com/i/web/status/2021409201847992386"  
[X Link](https://x.com/rhysdiab/status/2021409201847992386)  2026-02-11T02:21Z [---] followers, [---] engagements


"@Mathan_Soma Immediate 10000bps emergency cut"  
[X Link](https://x.com/rhysdiab/status/2021437825334509990)  2026-02-11T04:15Z [---] followers, [--] engagements


"@Stormshieldval @evantindell This. Their ability to generate a high return on their acquisitions is directly related to the implied IRRs of small vertical SaaS companies. Im going to guess that opportunity set is looking pretty good for the foreseeable future"  
[X Link](https://x.com/rhysdiab/status/2021677317509329094)  2026-02-11T20:06Z [---] followers, [--] engagements


"@finphysnerd Apparently some of $META AI capex has contributed to drastically improving their ad targeting. But yer they dont even have a cloud business so hard to understand why theyre spending as much as some of the others on it"  
[X Link](https://x.com/rhysdiab/status/2021678168315515157)  2026-02-11T20:10Z [---] followers, [--] engagements


"@Nobody_But_M3 Thank god 😮💨"  
[X Link](https://x.com/rhysdiab/status/2021710983509737668)  2026-02-11T22:20Z [---] followers, [--] engagements


"I can see the logic of trying to disincentivise housing as an investment. But if its not just a cash grab they should be lowering taxes in other areas so its revenue neutral. IE lower income taxes with the money saved. And then theres the elephant in the room and core of the problem is bringing in too many people but theyre determined not to fix that. https://twitter.com/i/web/status/2021711576345326030 https://twitter.com/i/web/status/2021711576345326030"  
[X Link](https://x.com/rhysdiab/status/2021711576345326030)  2026-02-11T22:22Z [---] followers, [---] engagements


"@ryu_tay @Nobody_But_M3 Yes itll push all the property investors into the specific shares you hold. Retirement is imminent"  
[X Link](https://x.com/rhysdiab/status/2021713280457486811)  2026-02-11T22:29Z [---] followers, [--] engagements


"@Nobody_But_M3 Agree. The left wing gov in Canada reduced immigration significantly. I think they see the writing on the wall when public opinion turns and they dont want to risk losing power"  
[X Link](https://x.com/rhysdiab/status/2021713837733671170)  2026-02-11T22:31Z [---] followers, [--] engagements


"@k311126 Dont hold but it looks decent value. $IT is even better value. The whole consulting space is looking cheap on AI fears"  
[X Link](https://x.com/rhysdiab/status/2021716997554495541)  2026-02-11T22:44Z [---] followers, [--] engagements


"This is still one of my favourite headlines $RDDT I'm pretty bullish quality online advertising rn and $RDDT seems like an attractive way to express that. I would totally full port $META here if not for the AI Capex. I'm not bearish all AI Capex I own $AMZN and $MSFT but META's doesn't really make sense to me. I'm pretty bullish quality online advertising rn and $RDDT seems like an attractive way to express that. I would totally full port $META here if not for the AI Capex. I'm not bearish all AI Capex I own $AMZN and $MSFT but META's doesn't really make sense to me"  
[X Link](https://x.com/rhysdiab/status/2021738545787072773)  2026-02-12T00:10Z [---] followers, [----] engagements


"@ryu_tay Its bizarre to me that people want to hide in banks at over 20x earnings. I dont know why they dont just go to cash if theyre worried"  
[X Link](https://x.com/rhysdiab/status/2021741158008062342)  2026-02-12T00:20Z [---] followers, [---] engagements


"@ryu_tay @RonShamgar Its a bit like in the US everyone piles into $WMT and $COST at nosebleed valuations"  
[X Link](https://x.com/rhysdiab/status/2021806812211937542)  2026-02-12T04:41Z [---] followers, [---] engagements


"@Spike_1567 @PepeJesus117 Im also looking closer at $UBER. Gun to my head $CSU I think is most attractive right now but $UBER is looking good for the network effect and future growth at only 20x forward earnings"  
[X Link](https://x.com/rhysdiab/status/2022020795565060148)  2026-02-12T18:51Z [---] followers, [---] engagements


"I thought about Topicus and Lumine as possibly having more growth runway due to smaller size but it looks to me like core CSU has largely kept up on FCF growth. CSU is also made up of [--] business units + their holdings of the [--] spinoffs so theyre essentially made up of [--] smaller market cap businesses with their own runways. Valuation is also a touch cheaper on CSU"  
[X Link](https://x.com/rhysdiab/status/2022024691842789580)  2026-02-12T19:07Z [---] followers, [--] engagements


"@Spike_1567 @PepeJesus117 Thats true increases the barrier to vibe code competitors"  
[X Link](https://x.com/rhysdiab/status/2022025222413766986)  2026-02-12T19:09Z [---] followers, [--] engagements


"Robert Milner must be really bullish on New Hope. Hes buying shares for 100x the market price Either that or someone made an error filling out the paperwork. $NHC $NHC.AX"  
[X Link](https://x.com/rhysdiab/status/1971414612148093230)  2025-09-26T03:20Z [---] followers, [----] engagements


"@RonShamgar Would love to see it closer to 20x forward earnings. When you can get some of the US monopolies like $UBER 21x $META 22x $MSFT 23x $AMZN 27x 32x feels a bit rich for $REA. I guess you get the franking credits which are nice if you hold your shares in a company"  
[X Link](https://x.com/rhysdiab/status/2022204855574835246)  2026-02-13T07:03Z [---] followers, [---] engagements


"@ausnotes Thats true although most people I speak to consider Temu stuff junk. I think therell always be a place for higher price branded items. But then if youre bullish Temu $PDD is super cheap if you can stomach the China risk"  
[X Link](https://x.com/rhysdiab/status/2022465197877944393)  2026-02-14T00:17Z [---] followers, [--] engagements


"@Nobody_But_M3 @RonShamgar Smells off 😂"  
[X Link](https://x.com/rhysdiab/status/2022465526661025806)  2026-02-14T00:18Z [---] followers, [--] engagements


"I think @blitz_js attracts a certain kind of developer. Developers who aren't interested in rolling their own webpack config or wiring up a bunch of independent packages. They just want to launch their app quickly and efficiently"  
[X Link](https://x.com/rhysdiab/status/1338257594754842624)  2020-12-13T23:00Z [---] followers, [--] engagements


"@thisiskp_ @bubble Thats awesome. Would love to see more of that. Its easy to find people selling how to build things with nocode but harder to find SaaS apps generating real revenue out of a nocode app"  
[X Link](https://x.com/rhysdiab/status/1338948613330767872)  2020-12-15T20:46Z [---] followers, [--] engagements


"@naval Its hard to be smart whilst being attached to any ideology"  
[X Link](https://x.com/anyuser/status/1339082554742226944)  2020-12-16T05:38Z [---] followers, [--] engagements


"@Kyle_Rodda @AvidCommentator Australians be like:"  
[X Link](https://x.com/anyuser/status/1529362214280318976)  2022-05-25T07:22Z [---] followers, [--] engagements


"@Larryjamieson_ Stock seems to track more closely with public sentiment towards Zuck than performance of the underlying business"  
[X Link](https://x.com/anyuser/status/1540226602511892480)  2022-06-24T06:53Z [---] followers, [--] engagements


"$YAL $YAL.AX Board of directors to the CEO: You see my shareholders have been most vocal on the subject of the divi. "Where is the divi" "When are you going to pay the divi" "Why aren't you paying the divi now" And so on"  
[X Link](https://x.com/anyuser/status/1879753641038631142)  2025-01-16T04:52Z [---] followers, [----] engagements


"@travismillerx13 Its great to see an Australian go under 10s. Gout Gout deservedly getting lots of attention but Lachlan Kennedy has been having a phenomenal season"  
[X Link](https://x.com/anyuser/status/1928924346547835106)  2025-05-31T21:19Z [---] followers, [----] engagements


"@bowtiedstocks Shares and equity only about 10% of total wealth. Aussies dont like shares on the whole. And a good chunk of the ones that do seem to cram into the same expensive large caps"  
[X Link](https://x.com/anyuser/status/1939233822140461504)  2025-06-29T08:05Z [---] followers, [----] engagements


"I am now fully out of $JBH. What a ride its been from $44 up to $113. From 10x earnings to 27x earnings. Good little company. Tough to say goodbye"  
[X Link](https://x.com/anyuser/status/1952228365353570708)  2025-08-04T04:41Z [---] followers, [----] engagements


"$PYPL management have been shipping lots of improvements over the last couple of years. Not many companies reducing their share count 7% per year. I also love how hated it is by FinTwit PayPal $PYPL just introduced PayPal links "a new way to send and receive money through a personalized one-time link that can be shared in any conversation" https://t.co/1Dlo046cax PayPal $PYPL just introduced PayPal links "a new way to send and receive money through a personalized one-time link that can be shared in any conversation" https://t.co/1Dlo046cax"  
[X Link](https://x.com/anyuser/status/1967729180445118911)  2025-09-15T23:16Z [---] followers, [----] engagements


"$HMC.AX is now trading below the book value of its co-investments. So youre getting the asset management businesses which includes sticky property management fees for free. Even if David Di Pilla never pulls another rabbit out of his hat by creating a new fund and earns no performances fees on existing funds its hard not to do well from here. Also hes been buying millions in stock on market well above current price"  
[X Link](https://x.com/anyuser/status/1976195668583588206)  2025-10-09T07:58Z [---] followers, [----] engagements


"$JIN.AX starting to look interesting here. Founder led net cash balance sheet and under 15x forward earnings. Fee to $TLC.AX has topped out at 4.65% and is fixed for the next [--] years. So they won't have the headwind of rising fees on sales. And you have to imagine we're due for a big jackpot as it's been a while. Only thing I don't like is the uncertainty around their future post FY30 with $TLC.AX. You'd have to imagine $TLC.AX will take a bigger cut but how much 10% 20% https://twitter.com/i/web/status/1977971741482955097 https://twitter.com/i/web/status/1977971741482955097"  
[X Link](https://x.com/anyuser/status/1977971741482955097)  2025-10-14T05:36Z [---] followers, [----] engagements


"Property investors beginning to realise that more rate cuts might not come 📈 Sydney Property Listings Surge 🏡 The latest trends show a significant increase in property listings across Sydney. 🚀 #SydneyRealEstate #PropertyTrends #HousingMarket #SydneyListings #RealEstateGrowth #PropertyInvestment https://t.co/gE5xaT38qm 📈 Sydney Property Listings Surge 🏡 The latest trends show a significant increase in property listings across Sydney. 🚀 #SydneyRealEstate #PropertyTrends #HousingMarket #SydneyListings #RealEstateGrowth #PropertyInvestment https://t.co/gE5xaT38qm"  
[X Link](https://x.com/anyuser/status/1982999157926441127)  2025-10-28T02:33Z [---] followers, [----] engagements


"$GOOGL approaching 300"  
[X Link](https://x.com/anyuser/status/1983843863124136049)  2025-10-30T10:30Z [---] followers, 10.6K engagements


"$CBA $CBA.AX close to [--] earnings growth over the last decade leveraged to one of the most expensive housing markets in the world at nearly 30x earnings. Return free risk"  
[X Link](https://x.com/anyuser/status/1985170923377619419)  2025-11-03T02:23Z [---] followers, 22.5K engagements


"Dont stress. The market is going to rebound hard. JUST IN: Jim Cramer says we're officially in a bear market. JUST IN: Jim Cramer says we're officially in a bear market"  
[X Link](https://x.com/anyuser/status/1985964780159648131)  2025-11-05T06:57Z [---] followers, [----] engagements


"Another up day for $GQG funds. Theyre catching up to the benchmark fast in this sell off"  
[X Link](https://x.com/rhysdiab/status/2022039588760695168)  2026-02-12T20:06Z [---] followers, [---] engagements


"Double beat from $KNSL. I wonder if it will sell off on earnings like everything else. $KNSL Q4 [----] EARNINGS EPS: $5.81 vs $5.38 est BEAT Rev: $483.3M vs $476.7M est BEAT +8.0% surprise $KNSL Q4 [----] EARNINGS EPS: $5.81 vs $5.38 est BEAT Rev: $483.3M vs $476.7M est BEAT +8.0% surprise"  
[X Link](https://x.com/rhysdiab/status/2022259944716939320)  2026-02-13T10:41Z [---] followers, [---] engagements


"@TimMurrell74077 Its looking good so far. The narrative is really turning on the big AI capex spenders and also on the SaaS companies. His defensive positions are going up in a market where most things are being sold off"  
[X Link](https://x.com/rhysdiab/status/2022261350790287409)  2026-02-13T10:47Z [---] followers, [--] engagements


"Agree Although I find it a bit difficult to value. I have a hunch that it'll get hit harder in a market melt up because their retail business has thin margins. I can see it being a good buy in a market wide sell off if it sells off harder than others Got hit very hard in [----] as rates rose. I'm also not keen to double up on Cloud and AI capex risk I'm already taking with $GOOGL. https://twitter.com/i/web/status/2022483270869619076 https://twitter.com/i/web/status/2022483270869619076"  
[X Link](https://x.com/rhysdiab/status/2022483270869619076)  2026-02-14T01:29Z [---] followers, [--] engagements


"Just took a position in Kinsale Capital $KNSL. Theyre a founder led E&S insurer with the lowest combined ratio in the industry. Their technology platform allows them to price obscure cases faster and more efficiently than competitors. Theyve grown EPS at an insanely high rate over the last decade. At 17x earnings its the lowest multiple theyve traded on since listing. https://twitter.com/i/web/status/1998209363350360387 https://twitter.com/i/web/status/1998209363350360387"  
[X Link](https://x.com/rhysdiab/status/1998209363350360387)  2025-12-09T01:53Z [---] followers, [----] engagements


"@Nobody_But_M3 Agree Breville multiple is a bit rich although it is growing internationally. But still even if you put it on a 15x multiple youre getting a pretty good deal on a high margin high growth brand Peter Alexander with some Smiggle along for the ride"  
[X Link](https://x.com/rhysdiab/status/2022245533671432197)  2026-02-13T09:44Z [---] followers, [--] engagements


"$TEAM hiring freeze. They might be trying to get their act together after the massive drop in share price"  
[X Link](https://x.com/rhysdiab/status/2020695523788018089)  2026-02-09T03:05Z [---] followers, [----] engagements


"$NCK $NCK.AX Feel vindicated selling out when I did. Great business though. Wouldnt be opposed to re-entering at a better valuation Fully out of $NCK $NCK.AX now. Great business and I think they may have success in the UK but like many good aussie retailers like https://t.co/zLWFdyfW2T and $APE.AX i think theyre fully valued now. https://t.co/EwRMHCnHFL Fully out of $NCK $NCK.AX now. Great business and I think they may have success in the UK but like many good aussie retailers like https://t.co/zLWFdyfW2T and $APE.AX i think theyre fully valued now. https://t.co/EwRMHCnHFL"  
[X Link](https://x.com/rhysdiab/status/2022084021753364636)  2026-02-12T23:02Z [---] followers, [----] engagements


"Tougher environment for retailers but one I really like and hold is $PMV.AX. I think its a bit misunderstood since it spun off its low quality brands to Myer. 2.12B market cap 276m net cash and own 25% $BRG valued at 1.2b That means youre paying 644m for around 185m ebit from Peter Alexander and Smiggle. 3.5EV/EBIT or 5x earnings. And thats on close to bottom of cycle earnings. 24% operating margins for the [--] brands. And even if you think Breville is overvalued and just include 25% of their operating earnings as belonging to $PMV.AX which is around 52m you get (2.12 - .276) / (0.185 + 0.052)"  
[X Link](https://x.com/rhysdiab/status/2022209725589598342)  2026-02-13T07:22Z [---] followers, [----] engagements


"@Sebasti13651557 @ContrarianCurse Isnt the idea that you receive more value in the network than in another smaller network so you dont switch Ie its hard to switch because theres less value in a smaller network"  
[X Link](https://x.com/rhysdiab/status/2022260811138289906)  2026-02-13T10:45Z [---] followers, [--] engagements


"It is ironic that the CEO of Salesforce is pointing out that OpenAI and Claude both use per-user pricing especially since the market is currently selling off Salesforce stock on the assumption that the 'per-user' SaaS model is dead. SAAS alive & well at @openai & @AnthropicAI 👀 + per user pricing https://t.co/S0WTQjoIVP https://t.co/k06Xf3CapE SAAS alive & well at @openai & @AnthropicAI 👀 + per user pricing https://t.co/S0WTQjoIVP https://t.co/k06Xf3CapE"  
[X Link](https://x.com/rhysdiab/status/2022274406442229899)  2026-02-13T11:39Z [---] followers, [---] engagements


"Wow Seth Klarman has thrown in the towel and become a growth investor. He bought a big position in $AMZN in q4. Just in time for the great sell off in growth/tech. OMG SUPERINVESTOR SETH KLARMAN JUST BOUGHT [-------] SHARES OF $AMZN 🤯🤯 Making it his 2nd largest holding (9.28%) after $QSR (10.44%) https://t.co/kYA5jCvBmt OMG SUPERINVESTOR SETH KLARMAN JUST BOUGHT [-------] SHARES OF $AMZN 🤯🤯 Making it his 2nd largest holding (9.28%) after $QSR (10.44%) https://t.co/kYA5jCvBmt"  
[X Link](https://x.com/rhysdiab/status/2022441224515563893)  2026-02-13T22:42Z [---] followers, [---] engagements


"Its interesting because $AMZN $META $UBER actually look like reasonable value given their growth/ market position. But youd have to imagine theyd find smaller special situations type plays with a smaller capital base. But then perhaps were overcomplicating things looking for small hidden gems. https://twitter.com/i/web/status/2022453795205398959 https://twitter.com/i/web/status/2022453795205398959"  
[X Link](https://x.com/rhysdiab/status/2022453795205398959)  2026-02-13T23:32Z [---] followers, [----] engagements


"@bowtiedstocks Pretty much every retailers earnings are down significantly from the 21-22 period. There could be more pain but at the very least its a long way from the top of cycle"  
[X Link](https://x.com/rhysdiab/status/2022525064332349494)  2026-02-14T04:15Z [---] followers, [--] engagements

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