# ![@sirindude Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1716139589658656768.png) @sirindude Sirin

Sirin posts on X about $atpax, $wawiol, $chgde, $btc the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1716139589658656768/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1716139589658656768/c:line/m:interactions.svg)

- [--] Week [---] -27%
- [--] Month [-----] +355%
- [--] Months [-----] +107%
- [--] Year [-----] +944%

### Mentions: [--] [#](/creator/twitter::1716139589658656768/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1716139589658656768/c:line/m:posts_active.svg)

- [--] Month [--] +129%
- [--] Months [--] +445%
- [--] Year [--] +423%

### Followers: [--] [#](/creator/twitter::1716139589658656768/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1716139589658656768/c:line/m:followers.svg)

- [--] Week [--] +4.50%
- [--] Month [--] +27%
- [--] Months [--] +166%
- [--] Year [--] +365%

### CreatorRank: undefined [#](/creator/twitter::1716139589658656768/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1716139589658656768/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [gaming](/list/gaming) 

**Social topic influence**
[$atpax](/topic/$atpax), [$wawiol](/topic/$wawiol), [$chgde](/topic/$chgde), [$btc](/topic/$btc), [$kurnsw](/topic/$kurnsw), [$googl](/topic/$googl), [$iiil](/topic/$iiil), [$crox](/topic/$crox), [$brkb](/topic/$brkb), [berkshire hathaway](/topic/berkshire-hathaway)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/$btc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Crocs, Inc. (CROX)](/topic/$crox) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Openfabric AI (OFN)](/topic/$ofn) [YELP INC. (YELP)](/topic/$yelp) [Cal-Maine Foods Inc (CALM)](/topic/$calm) [Sui (SUI)](/topic/$sui) [Avalanche (AVAX)](/topic/$avax) [BNB (BNB)](/topic/$bnb) [Dogecoin (DOGE)](/topic/$doge) [Cardano (ADA)](/topic/$ada) [Polkadot (DOT)](/topic/$dot) [Compound (COMP)](/topic/$comp) [Skrumble (SKM)](/topic/$skm) [Stellantis N.V. (STLA)](/topic/$stla) [Official Trump (TRUMP)](/topic/$trump) [Zoom Video Communications Inc (ZM)](/topic/$zm) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Shiba Saga (SHIA)](/topic/shiba) [Credit Suisse Group (CS)](/topic/credit-suisse) [Hyperliquid (HYPE)](/topic/$hype) [Toncoin (TON)](/topic/$ton)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@dragendaphd @qcapital2020 She expertly identifies unprofitable mid cap balance sheet timebombs before they become mainstream"  
[X Link](https://x.com/sirindude/status/1818030845422428481)  2024-07-29T21:08Z [--] followers, [--] engagements


"Lusail Qatar - [----] #f1 #f1art #penplotter #idraw #axidraw"  
[X Link](https://x.com/sirindude/status/1821900696603533356)  2024-08-09T13:25Z [--] followers, [---] engagements


"@Agraber13 JustETF can help with indexing in a few currencies (USD EUR GBP CHF)"  
[X Link](https://x.com/sirindude/status/1843361904745689244)  2024-10-07T18:45Z [--] followers, [--] engagements


"@qcapital2020 This is what we would call a relative value investor. Because he is not buying Shiba Inu"  
[X Link](https://x.com/sirindude/status/1859180556753289341)  2024-11-20T10:22Z [--] followers, [--] engagements


"@qcapital2020 Bill Hwang would be so in on this 🙏🙏🙏"  
[X Link](https://x.com/sirindude/status/1859345136926314884)  2024-11-20T21:16Z [--] followers, [---] engagements


"@qcapital2020 Total return swap from nomura and pray for forgiveness"  
[X Link](https://x.com/sirindude/status/1859345380338524475)  2024-11-20T21:17Z [--] followers, [--] engagements


"@PhilMckTrader @DeItaone no they did not say or imply that"  
[X Link](https://x.com/sirindude/status/1859616162734104864)  2024-11-21T15:13Z [--] followers, [--] engagements


"@PhilMckTrader @DeItaone I think its a good play for them assuming they made a nice return on their btc positon. If there is even a small drawdown mstr will have a major premium compression that outpaces the loss on the btc position"  
[X Link](https://x.com/sirindude/status/1859618781728813114)  2024-11-21T15:24Z [--] followers, [--] engagements


"@StocksnWeights @blondesnmoney there has to be a chrome extension for that"  
[X Link](https://x.com/sirindude/status/1876411717246398678)  2025-01-06T23:33Z [--] followers, [--] engagements


"@blondesnmoney local man hates mid cap companies continue reading to find out why"  
[X Link](https://x.com/sirindude/status/1876721505343602872)  2025-01-07T20:04Z [--] followers, [--] engagements


"@gruust @IBKR IBKR had me go through the whole options and structured derivates approval hell because I wanted to buy a fund with 6% gearing"  
[X Link](https://x.com/sirindude/status/1876722863941493168)  2025-01-07T20:09Z [--] followers, [--] engagements


"@wallstcass I don't i picked it up in my screening of the broad european stock market (about [----] stocks). It looked cheap the chart seems to show its very cyclical. I know the brand personally but it's not very prevelant around here"  
[X Link](https://x.com/sirindude/status/1880698061556728215)  2025-01-18T19:25Z [--] followers, [--] engagements


"@Aksel465 rough [----] like earnings call"  
[X Link](https://x.com/sirindude/status/1895598158102872307)  2025-02-28T22:13Z [--] followers, [---] engagements


"@theonionpeeler1 Hey how do you asses the asset allocation paying out 6.75% Yield on H1 [----] (about 14% FY) It seems paying out the retained earnings is the thing management is doing since 2023"  
[X Link](https://x.com/sirindude/status/1895792305279549911)  2025-03-01T11:04Z [--] followers, [--] engagements


"@evfcfaddict All good. Do you know anymore stocks in this crowd I can think of Wise Crocs Inmode PayPal and Teekay Tankers"  
[X Link](https://x.com/sirindude/status/1917521962366296561)  2025-04-30T10:10Z [--] followers, [---] engagements


"(2/2) D'Amico International Shipping $DIS.MI - 7.2% Bure Equity $BURE.ST - 6.6% Crocs $CROX - 4.9% Stellantis N.V. $STLA - 2.7% YTD total return (in CHF): 4.97%"  
[X Link](https://x.com/sirindude/status/1931396517673218468)  2025-06-07T17:03Z [--] followers, [--] engagements


"The sold price in March was 259$ (228.56 CHF). return - 357% time - [----] months annualized return - 209.6% cagr Since then I have relisted the item and lowered the price back to 259$. But with USD down significantly since then the current price in CHF would be:"  
[X Link](https://x.com/sirindude/status/1944498233624928539)  2025-07-13T20:44Z [--] followers, [--] engagements


"(if sold July [--] '25) - 259$ (206.5 CHF). return - 313% time - [----] months annualized return - 127% cagr A worse exchange rate lower interest in my specific item and missing out on the initial sale lowered my return. You can watch the listing here: https://csfloat.com/item/808051127659659513 https://csfloat.com/item/808051127659659513"  
[X Link](https://x.com/sirindude/status/1944498235306815911)  2025-07-13T20:44Z [--] followers, [--] engagements


"@Scorpio_Alejand How do you see CHF There is no "high yield" bonds highest is swiss gov at 0.46% for [--] years. Would this imply that other currencies devalue a comparable ammount compared to CHF (eg. USD EUR GBP)"  
[X Link](https://x.com/sirindude/status/1945755658147483806)  2025-07-17T08:01Z [--] followers, [--] engagements


"@Scorpio_Alejand Let's remember the obvious that should always be mentioned. Price of a product Inflation/Deflation"  
[X Link](https://x.com/sirindude/status/1965115200107053245)  2025-09-08T18:09Z [--] followers, [--] engagements


"@ShakeyPremis @CasinoCapital I dont personally invest in real estate in any way. But for people that do this logic might help rationalize the decision"  
[X Link](https://x.com/sirindude/status/1975847287302860801)  2025-10-08T08:54Z [--] followers, [--] engagements


"@dt8_____ @PauloMacro @grok Hey Grok here: [----] crisis MBS and unwinding - $8.9 billion loss Archegos Capital collapse (2021) - $5.5 billion loss Greensill Capital collapse (2021) - $1.6 billion loss Mozambique "Tuna Bonds" scandal (2013-2016) - $475 million loss/fines"  
[X Link](https://x.com/sirindude/status/1975848872229601325)  2025-10-08T09:00Z [--] followers, [--] engagements


"@dt8_____ @PauloMacro @grok all losses are Credit Suisse in this case"  
[X Link](https://x.com/sirindude/status/1975848973215957438)  2025-10-08T09:01Z [--] followers, [--] engagements


"@MikeDDKing atlas pearls or thor explorations"  
[X Link](https://x.com/sirindude/status/1975853353201725660)  2025-10-08T09:18Z [--] followers, [--] engagements


"@wallstcass yeah back then I had that problem with multiple stocks. Enwell BP Marsh and Goldplat Some bad some ok im up 13% and didnt do anything stupid :)"  
[X Link](https://x.com/sirindude/status/1978176900607451278)  2025-10-14T19:11Z [--] followers, [--] engagements


"@DeepDishEnjoyer Is there a "Elon Musk Offspring"-Futures Market"  
[X Link](https://x.com/sirindude/status/1978432442638668123)  2025-10-15T12:07Z [--] followers, [--] engagements


"(2/2): Wallenius Wilhelmsen Logistics $WAWI.OL - 6.5% Abalance Corp $3856.T - 6.4% Investor AB $INVE-B.ST - 6.0% Esso S.A.F. $ES.PA - 5.8% Chapters Group $CHG.DE - 5.1% Stellantis N.V. $STLA - 3.2% D'Ieteren $DIE.BR - 2.1% Prosus $PRX.AS - 1.2% Exor NV $EXO.AS - 1.2%"  
[X Link](https://x.com/sirindude/status/1886899981602447592)  2025-02-04T22:09Z [--] followers, [---] engagements


"@ClarkSquareCap @uv_shares Enwell"  
[X Link](https://x.com/sirindude/status/1892153537842332067)  2025-02-19T10:05Z [--] followers, [--] engagements


"@sagashiio @0xBurgerFlipper @VarrockBank Everybody has long term mortgage at 2% interest + tax writeoff. The tax rule was changed now. Lending standards are very strict 20% down minimum + high income proof needed"  
[X Link](https://x.com/sirindude/status/1979479302199759086)  2025-10-18T09:26Z [--] followers, [--] engagements


""Tokenomics Value Fund" - my vault on Hyperliquid - [--] trading days - 67.1% total return - Sharpe: [----] - Sortino: [---] - Calmar: [----] - Vol p.a: [----] - max drawdown: -7.52% Benchmarked against $BTC - Alpha: [----] - Beta: [-----] - Corr: [-----] current investment limit: 15'500$"  
[X Link](https://x.com/sirindude/status/1979520449714278597)  2025-10-18T12:10Z [--] followers, [---] engagements


"Current positioning 43% long - 57% short long: $BNB: 28.62% $BTC: 14.29% short: $DOGE: 11.08% $SUI: 8.95% $TRUMP: 7.57% $AVAX: 6.04% $ADA: 5.32% $HYPE: 5.08% $kFLOKI: 5.03% $DOT: 4.12% $COMP: 3.90%"  
[X Link](https://x.com/sirindude/status/1979655929324015779)  2025-10-18T21:08Z [--] followers, [---] engagements


"Q4 [----] - Portfolio Update YTD Total Return: +14.86% (in CHF) - Positions - Atlas Pearls $ATP.AX - 19.4% Kuros Biosciences $KURN.SW - 17.2% Campine $CAMP.BE / $CAMB.BR - 14.3% Wallenius Wilhelmsen $WAWI.OL - 12.5% 3i Group $III.L - 11.8% Alphabet $GOOG / $GOOGL - 7.8% (1/2)"  
[X Link](https://x.com/sirindude/status/1979686143852703788)  2025-10-18T23:08Z [--] followers, [---] engagements


"Crocs $CROX - 7.6% Chapters Group $CHG.DE - 7.2% Berkshire Hathaway $BRK.B - 1.2% (2/2) - Note - Very happy with the return considering little Tech/AI Exposure. Google was added end of Q3 and is up 38%. (15% outperformance) vs S&P SPY YTD 0% in CHF terms"  
[X Link](https://x.com/sirindude/status/1979686145735975298)  2025-10-18T23:08Z [--] followers, [---] engagements


"@OnodaCapital @profplum99 @cap_zay 0dte Options Leveraged ETF's Korea and Japan gambling like no tomorrow meme stock ETF's high beta/momentum funds"  
[X Link](https://x.com/sirindude/status/1980336665773441273)  2025-10-20T18:13Z [--] followers, [--] engagements


"@LionheartInves1 Cant do south korea either"  
[X Link](https://x.com/sirindude/status/1981346619812388922)  2025-10-23T13:07Z [--] followers, [--] engagements


"@mistaheko Switzerland just passed the Law for e-ID so know that process can actually be started and monetized. The good thing is Orell Fssli already makes swiss ID Documents/Passports so they seem like a high trust player for this new sector: https://www.admin.ch/e-id-gesetz https://www.admin.ch/e-id-gesetz"  
[X Link](https://x.com/sirindude/status/1981653166820044867)  2025-10-24T09:25Z [--] followers, [--] engagements


"@walter_schloss Havent bought it myself but kicking myself I didn't just buy it in january at 15% FCF yield. Orell Fssli $OFN https://orellfuessli.com/finanzkennzahlen https://orellfuessli.com/finanzkennzahlen"  
[X Link](https://x.com/sirindude/status/1981657226713461022)  2025-10-24T09:41Z [--] followers, [--] engagements


"@mistaheko Digital ID is certainly a part of the company. But some other trends are more important for Revenue and EPS. Book business stable and growing. There is no Amazon in Switzerland buying physical or online from Orell seems like a good bet for the growing physical book market"  
[X Link](https://x.com/sirindude/status/1981660652297998513)  2025-10-24T09:54Z [--] followers, [--] engagements


"@mistaheko Then the security printing. Switzerland gets new banknotes in early 2030's beeing designed now. They still print the current ones. [----] backlog for printing is full"  
[X Link](https://x.com/sirindude/status/1981661473798533270)  2025-10-24T09:58Z [--] followers, [--] engagements


"@algoflows @gnomegnosis downside protection - deflation hedge checkmate"  
[X Link](https://x.com/sirindude/status/1981754815580352597)  2025-10-24T16:09Z [--] followers, [--] engagements


"@futuredale @algoflows The market was built on it being both a "quasi-ponzi scheme" and something with a long stable track record. Things did not change often so people had a chance to get used to the status quo of "number go up" and "buyer always buying". Now you can create something like alchemy"  
[X Link](https://x.com/sirindude/status/1981763236719735230)  2025-10-24T16:42Z [--] followers, [--] engagements


"@tuga1620 @anomalyskins rip my favorite ponzi"  
[X Link](https://x.com/sirindude/status/1981800447875985565)  2025-10-24T19:10Z [--] followers, [--] engagements


"@Secrets4stocks Atlas Pearls $ATP.AX 17% FCF Yield - Pearl farming and B2B D2C selling Commodity Exposure to pearl prices Cal-Maine Foods $CALM 28% FCF Yield - US Egg farming Commodity Exposure to egg prices (lol)"  
[X Link](https://x.com/sirindude/status/1984266263611445566)  2025-10-31T14:28Z [--] followers, [---] engagements


"@SwissieChad @atelicinvest But compared to Stocks if you ever sell a house with profit the taxes are crazy (in Switzerland)"  
[X Link](https://x.com/sirindude/status/1984528408663965742)  2025-11-01T07:50Z [--] followers, [--] engagements


"@joeyshortsleeve League of Legends dangerous amounts of caffeine sleeping at uni inbetween classes buying vacuum sealed chicken at GS25 cars standing in the middle of intersections during redlights"  
[X Link](https://x.com/sirindude/status/1984747070880633108)  2025-11-01T22:19Z [--] followers, [--] engagements


"Update: - trading days: [---] - total return: 60.2% - cagr: 392.5% - Sharpe: [----] - Sortino: [----] - Calmar: [-----] - Vol p.a: 50.69% - max drawdown: -10.04% Benchmarked against BTC Alpha: [----] Beta: [----] Corr: [----] "Tokenomics Value Fund" - my vault on Hyperliquid - [--] trading days - 67.1% total return - Sharpe: [----] - Sortino: [---] - Calmar: [----] - Vol p.a: [----] - max drawdown: -7.52% Benchmarked against $BTC - Alpha: [----] - Beta: [-----] - Corr: [-----] current investment limit: 15'500$ https://t.co/15fWmDuu7P "Tokenomics Value Fund" - my vault on Hyperliquid - [--] trading days - 67.1% total return"  
[X Link](https://x.com/sirindude/status/1987190273319834111)  2025-11-08T16:07Z [--] followers, [--] engagements


"Current positioning: 48% long - 52% short long: $BNB: 35.51% $BTC: 12.92% short: $DOGE: 9.53% $TRUMP: 8.90% $SUI: 6.93% $TON: 5.02% $AVAX: 4.78% $kFLOKI: 4.49% $ADA: 4.36% $DOT: 4.08% $COMP: 3.48%"  
[X Link](https://x.com/sirindude/status/1987194447801819183)  2025-11-08T16:24Z [--] followers, [--] engagements


"Im 99% positive that on Tuesday November 25th Michael Burry will appear as the guest on the "The Big Short Companion"-Podcast by Michael Lewis. The podcast is weekly guests so far have been: - Adam McKay - Greg Lippmann - Vincent Daniel - Danny Moses - Porter Collins"  
[X Link](https://x.com/sirindude/status/1987991752653906161)  2025-11-10T21:12Z [--] followers, [---] engagements


"@0xMerridew long $yelp shit company cheaper then ever how would this not become some AI memestock soon"  
[X Link](https://x.com/sirindude/status/1988350538040193321)  2025-11-11T20:58Z [--] followers, [--] engagements


"@systvest @InmanRoshi @P123Finance $VSGX $ACWX $IXUS"  
[X Link](https://x.com/sirindude/status/1989415967873798569)  2025-11-14T19:31Z [--] followers, [--] engagements


"@systvest @InmanRoshi @P123Finance forgot $VEA $VEU"  
[X Link](https://x.com/sirindude/status/1989416096202723823)  2025-11-14T19:32Z [--] followers, [--] engagements


"@massivemoats Do you ever think about small/micro cap companies Moats can be big too in these. Otherwise they are priced more reasonably often"  
[X Link](https://x.com/sirindude/status/1989806401888440431)  2025-11-15T21:23Z [--] followers, [--] engagements


"@frawaurhts @Mechabyte @DeepDishEnjoyer university of american samoa GO LANDCRABS"  
[X Link](https://x.com/sirindude/status/1990894243519320547)  2025-11-18T21:25Z [--] followers, [--] engagements


"@systvest @P123Finance [--]. Is it possible on Portfolio123 to use earnings dates as a factor for timing [--]. Do you track a OOS "what if kept" comparision. Is selling something that you bought worth it compared to buying the new thing (fees are a part of this but relative performance in general)"  
[X Link](https://x.com/sirindude/status/1991814295668318652)  2025-11-21T10:21Z [--] followers, [--] engagements


"This is what future 13F filings should look like. Add some interactive element for position size and company info"  
[X Link](https://x.com/sirindude/status/1995182518841086253)  2025-11-30T17:25Z [--] followers, [--] engagements


"- Positions - Atlas Pearls $ATP.AX - 18.1% Kuros Biosciences $KURN.SW - 15.0% Wallenius Wilhelmsen Logistics $WAWI.OL - 14.2% Google $GOOG / $GOOGL - 9.6% 3i Group $III.L - 8.7% Crocs $CROX - 7.5% Thor Explorations $THX.V - 7.1% Orell Fssli $OFN.SW / $OFN - 6.9% Chapters Group $CHG.DE / $CHG - 6.8% Cal-Maine Foods $CALM - 4.0% Berkshire Hathaway $BRK.B - 2.2% I sold $CAMP.BE (Campine) fully fomo'd in not something that happens often. https://twitter.com/i/web/status/1995188844736532665 https://twitter.com/i/web/status/1995188844736532665"  
[X Link](https://x.com/sirindude/status/1995188844736532665)  2025-11-30T17:51Z [--] followers, [---] engagements


"@patrick_saner there is a serious amount of Ferrari [---] Lamborghini Aventador and Porsche GT3s soon to be on the market 😎"  
[X Link](https://x.com/sirindude/status/1995606527013691630)  2025-12-01T21:30Z [--] followers, [--] engagements


"@SFarringtonBKC Was the account new - not enough karma"  
[X Link](https://x.com/sirindude/status/1996222753393766672)  2025-12-03T14:19Z [--] followers, [--] engagements


"This will be the cherry on top for any documentary on the current bull market. JUST IN: World's biggest YouTuber 'MrBeast' to launch financial services platform. https://t.co/LWj5fv8vzd JUST IN: World's biggest YouTuber 'MrBeast' to launch financial services platform. https://t.co/LWj5fv8vzd"  
[X Link](https://x.com/sirindude/status/1996980413235863956)  2025-12-05T16:30Z [--] followers, [--] engagements


"2025 FY - Update: - trading days: [---] - total return: 81.4% - cagr: 282.9% - Sharpe: [----] - Sortino: [----] - Calmar: [-----] - Vol p.a: 43.3% - max drawdown: -11.6% Benchmarked against BTC Alpha: [----] Beta: [----] Corr: [----] "Tokenomics Value Fund" on Hyperliquid "Tokenomics Value Fund" - my vault on Hyperliquid - [--] trading days - 67.1% total return - Sharpe: [----] - Sortino: [---] - Calmar: [----] - Vol p.a: [----] - max drawdown: -7.52% Benchmarked against $BTC - Alpha: [----] - Beta: [-----] - Corr: [-----] current investment limit: 15'500$ https://t.co/15fWmDuu7P "Tokenomics Value Fund" - my vault on"  
[X Link](https://x.com/sirindude/status/2006661648698999267)  2026-01-01T09:39Z [--] followers, [--] engagements


"FY [----] Portfolio Update Total Return: +12.52% (in CHF) - Positions - Atlas Pearls $ATP.AX - 16.2% Wallenius Wilhelmsen $WAWI.OL - 12.8% Thor Explorations $THX.V / $THX.TO - 12.4% Alphabet $GOOG / $GOOGL - 11.9% Kuros Biosciences $KURN.SW - 11.1% Crocs $CROX - 8.7% 3i Group $III.L - 6.9% Cal-Maine Group $CALM - 6.3% Chapters Group $CHG.DE - 6.1% Orell Fssli $OFN.SW / $OFN - 5.7% Berkshire Hathaway $BRK.B - 1.8% https://twitter.com/i/web/status/2006700464595718390 https://twitter.com/i/web/status/2006700464595718390"  
[X Link](https://x.com/sirindude/status/2006700464595718390)  2026-01-01T12:14Z [--] followers, [---] engagements


"@GraceStatusOK @DeadFishCapital @BenniKim not even close are you doing the switzerland sweden thing here"  
[X Link](https://x.com/sirindude/status/2012636681745125722)  2026-01-17T21:22Z [--] followers, [--] engagements


"@leevalueroach im seeing 50-60 CHF/kg on local marketplace (sold). Why this huge spread to industrial prices"  
[X Link](https://x.com/sirindude/status/2012637398039962031)  2026-01-17T21:25Z [--] followers, [---] engagements


"@bezthesubverter @Nick_from_Texas @LinkofSunshine [--] is conservative FY [----] analyst consensus"  
[X Link](https://x.com/sirindude/status/2013669101592338932)  2026-01-20T17:45Z [--] followers, [--] engagements


"@Dopoiro @basedjensen serious tho imagine the [----] recession is started by a pebble"  
[X Link](https://x.com/sirindude/status/2015508501452185961)  2026-01-25T19:34Z [--] followers, [--] engagements


"@ep_trader @fiscal_ai but $zm and $skm are Anthropic investors What are you confused about"  
[X Link](https://x.com/sirindude/status/2016176414106476575)  2026-01-27T15:48Z [--] followers, [--] engagements


"@KanjarCap @LogicalThesis @TheBenSchmark Fair comps could be Teamviewer Yelp Tripadvisor. All not great. IF you want anthropic exposure amazon seems reasonable with the equity and the AWS deals"  
[X Link](https://x.com/sirindude/status/2016154139282010430)  2026-01-27T14:19Z [--] followers, [--] engagements


"@systvest When I first started investing there was gamestop crazy IPOs and the Superman [----] recovery. Finally something fun is happening again"  
[X Link](https://x.com/sirindude/status/2016775750548918607)  2026-01-29T07:29Z [--] followers, [--] engagements


"@systvest Im almost fully happy with how I traded this. Sold some physical at premium to spot at around the peak. Bought Silver ETF and sold after the peak with 15% trailling stop. (up about 35% on this) Only regret is not selling more physical silver when I had the chance"  
[X Link](https://x.com/sirindude/status/2017306359729995794)  2026-01-30T18:38Z [--] followers, [--] engagements


"January [----] - Update: - trading days: [---] - total return: 96% - cagr: 259.8% - Sharpe: [---] - Sortino: [----] - Calmar: [-----] - Vol p.a: 42.3% - max drawdown: -11.6% Benchmarked against BTC Alpha: [---] Beta: [----] Corr: [----] "Tokenomics Value Fund" on Hyperliquid"  
[X Link](https://x.com/sirindude/status/2017697774007992401)  2026-01-31T20:33Z [--] followers, [--] engagements


"Current positioning: 40% long - 60% short long: $BTC: 22.51% $BNB: 17.60% short: $DOGE: 6.24% $SUI: 6.23% $XRP: 6.23% $COMP: 6.14% $kFLOKI: 6.11% $ONDO: 5.95% $AVAX: 5.21% $ARB: 3.83% $NEAR: 3.66% $ADA: 3.53% $DOT: 3.42% $FIL: 3.36%"  
[X Link](https://x.com/sirindude/status/2017699451230466496)  2026-01-31T20:40Z [--] followers, [--] engagements


"Portfolio Q1 [----] Snapshot (1/2): Berkshire Hathaway $BRK.B - 13.1% AVI Global Trust $AGT.L - 12.6% 3i Group $III.L - 9.8% Atlas Pearls $ATP.AX - 7.0% Bure Equity $BURE.ST - 6.9% D'Amico International Shipping $DIS.MI - 6.8% Kuros Biosciences $KURN.SW - 6.5%"  
[X Link](https://x.com/sirindude/status/1886899844461301771)  2025-02-04T22:09Z [--] followers, [---] engagements


"Portfolio Q3 [----] Update (1/2): Berkshire Hathaway $BRK.B - 15.8% AVI Global Trust $AGT.L - 15.2% 3i Group $III.L - 13.0% Kuros Biosciences $KURN.SW - 9.3% Chapters Group $CHG.DE - 8.9% Atlas Pearls $ATP.AX - 8.8% Wallenius Wilhelmsen $WAWI.OL - 7.5%"  
[X Link](https://x.com/sirindude/status/1931396515978674440)  2025-06-07T17:03Z [--] followers, [---] engagements


"@ALEXEIMARTOV I like the $SKM position. Overall your lookthrough Anthropic exposure is surely big enough"  
[X Link](https://x.com/sirindude/status/2020430143445983300)  2026-02-08T09:30Z [--] followers, [---] engagements


"@systvest @P123Finance Very interesting I like to look at your snapshots and see if I find any tickers that I have been following/researching. What is your annual turnover Also one ticker that I was really interested in last time was $OFN Orell Fssli. Are you fully out of that position"  
[X Link](https://x.com/sirindude/status/1991807702675456314)  2025-11-21T09:55Z [--] followers, [--] engagements


"@Johnie36149708 @systvest brutal +5%"  
[X Link](https://x.com/sirindude/status/2006745335222452452)  2026-01-01T15:12Z [--] followers, [--] engagements


"$YELP Current Valuation: $1.8b mCap 16.5% FCF Yield 7x EV/EBITDA Google dominates local reviews with 73% market share vs Yelp's 6%. Aug [--] 2024: Yelp sued Google for illegally using its search monopoly to suppress competitors. Oct [--] 2025: Judge ruled the case proceeds to trial. Timeline: [--] months to trial. Could reach Supreme Court by [----]. https://twitter.com/i/web/status/2009290708180484133 https://twitter.com/i/web/status/2009290708180484133"  
[X Link](https://x.com/sirindude/status/2009290708180484133)  2026-01-08T15:46Z [--] followers, [---] engagements


"@BrownMarubozu Would you consider buying an insurance that has a stronger insurance biz but no Berkshire playbook Something like SwissRe $SREN or RenaissanceRe $RNR or Arch Capital $ACGL for P&C"  
[X Link](https://x.com/sirindude/status/2013184733631410560)  2026-01-19T09:40Z [--] followers, [---] engagements


"January [----] Portfolio Update Total Return: +0.47% (in CHF) - Positions - Alphabet $GOOG / $GOOGL - 13.8% Wallenius Wilhelmsen $WAWI.OL - 12.5% Atlas Pearls $ATP.AX - 11.6% Thor Explorations $THX.V / $THX.TO - 10.7% Crocs $CROX - 7.1% 3i Group $III.L - 7.0% (1/3)"  
[X Link](https://x.com/sirindude/status/2017973614876807181)  2026-02-01T14:49Z [--] followers, [---] engagements


"fallen SaaS compounder: WiseTech Global $WTC $WTC.AX WiseTech provides "CargoWise". It consolidates freight forwarding customs clearance and warehousing into a single global database. It is the operating system for logistics giants like DHL"  
[X Link](https://x.com/sirindude/status/2019345399555977367)  2026-02-05T09:40Z [--] followers, [---] engagements


"@Uberrendite Ich bin short SUI"  
[X Link](https://x.com/sirindude/status/2020791701200113694)  2026-02-09T09:27Z [--] followers, [--] engagements


"@compound248 Europe discount. Stripe has much more clout. Stripe is the default for all YC/VC high flyers. Stripe similar to ByteDance or OpenAI/Anthropic has an allure that public comps do not have"  
[X Link](https://x.com/sirindude/status/2021167284161561066)  2026-02-10T10:20Z [--] followers, [---] engagements


"@FrauPrivat @CWRoehl Kering ist ja an der Grenze zu luxury Hermes und LVMH sind da deutlich besser positioniert"  
[X Link](https://x.com/sirindude/status/2021208327762395372)  2026-02-10T13:03Z [--] followers, [--] engagements


"@DeItaone whats the yield on this"  
[X Link](https://x.com/sirindude/status/2021256427549913451)  2026-02-10T16:14Z [--] followers, [--] engagements


"Cal-Maine Foods $CALM - 5.5% Kuros Biosciences $KURN.SW - 5.4% Constellation Software $CSU - 5.3% Orell Fssli $OFN.SW / $OFN - 4.5% Chapters Group $CHG.DE - 4.3% Omeros Corp $OMER - 2.1% Yelp $YELP - 1.8% SK Telecom ADR $SKM - 1.7% Berkshire Hathaway $BRK.B - 1.4% (2/3)"  
[X Link](https://x.com/sirindude/status/2017973617015849192)  2026-02-01T14:49Z [--] followers, [---] engagements


"Nexa Resources $NEXA - 1.4% SAP SE $SAP - 0.7% Novo Nordisk $NVO - 0.7% Zoom Communications $ZM - 0.7% Swiss Re $SREN - 0.6% Adobe $ADBE - 0.5% ASML $ASML - 0.5% (3/3)"  
[X Link](https://x.com/sirindude/status/2017973619125559593)  2026-02-01T14:49Z [--] followers, [---] engagements


"@Stockspy1 @thepupil11 @k3ithmccullough $trip / $yelp / $trst All weird cases they are used by LLM but also replaced by LLM. Maybe they have a shot getting out of this. discl: im long $yelp small position"  
[X Link](https://x.com/sirindude/status/2022255557114028333)  2026-02-13T10:24Z [--] followers, [--] engagements

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