# ![@stockthoughts81 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3078628062.png) @stockthoughts81 Uncovering Value

Uncovering Value posts on X about interview, ai, business, $apo the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3078628062/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3078628062/c:line/m:interactions.svg)

- [--] Week [------] +108%
- [--] Month [-------] -60%
- [--] Months [-------] +167%
- [--] Year [---------] -41%

### Mentions: [--] [#](/creator/twitter::3078628062/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3078628062/c:line/m:posts_active.svg)

- [--] Week [--] +88%
- [--] Month [---] +55%
- [--] Months [---] +100%
- [--] Year [---] +3.70%

### Followers: [------] [#](/creator/twitter::3078628062/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3078628062/c:line/m:followers.svg)

- [--] Week [------] +1.10%
- [--] Month [------] +3%
- [--] Months [------] +10%
- [--] Year [------] +18%

### CreatorRank: [-------] [#](/creator/twitter::3078628062/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3078628062/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  29.14% [finance](/list/finance)  17.22% [technology brands](/list/technology-brands)  9.93% [financial services](/list/financial-services)  3.97% [social networks](/list/social-networks)  3.31% [cryptocurrencies](/list/cryptocurrencies)  3.31% [exchanges](/list/exchanges)  0.66% [countries](/list/countries)  0.66%

**Social topic influence**
[interview](/topic/interview) 7.95%, [ai](/topic/ai) 5.3%, [business](/topic/business) 3.97%, [$apo](/topic/$apo) 3.97%, [in the](/topic/in-the) 3.97%, [$net](/topic/$net) 3.31%, [fund](/topic/fund) #915, [$bx](/topic/$bx) 2.65%, [$kkr](/topic/$kkr) 2.65%, [if you](/topic/if-you) 1.99%

**Top accounts mentioned or mentioned by**
[@goodinvestingc](/creator/undefined) [@tickerplus](/creator/undefined) [@riceforthought](/creator/undefined) [@sarthakgh](/creator/undefined) [@pernasresearch](/creator/undefined) [@clarksquarecap](/creator/undefined) [@greenhavenroad](/creator/undefined) [@tegushq](/creator/undefined) [@dennishong17](/creator/undefined) [@alextamkin](/creator/undefined) [@megreenwell](/creator/undefined) [@bourboncap](/creator/undefined) [@leeeharris](/creator/undefined) [@michaelsidgmore](/creator/undefined) [@goesalt](/creator/undefined) [@inpractise](/creator/undefined) [@unhedgedchatter](/creator/undefined) [@compoundpapi](/creator/undefined) [@invesquotes](/creator/undefined) [@lightreading](/creator/undefined)

**Top assets mentioned**
[Apollo Global Management, Inc. (APO)](/topic/$apo) [Cloudflare, Inc. (NET)](/topic/$net) [Blackstone, Inc. (BX)](/topic/$bx) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Brookfield Corporation (BN)](/topic/$bn) [AT&T Inc. (T)](/topic/$t) [Charter Communications Inc (CHTR)](/topic/$chtr) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Carlyle Group, Inc. (CG)](/topic/$cg) [ResMed Inc. (RMD)](/topic/$rmd) [Carvana Co. (CVNA)](/topic/$cvna) [Expedia Group Inc (EXPE)](/topic/$expe) [Moody's Corporation (MCO)](/topic/$mco) [Decentral Games (DG)](/topic/$dg) [T-Mobile (TMUS)](/topic/$tmus) [Verizon Communications Inc. (VZ)](/topic/$vz) [American International Group Inc (AIG)](/topic/$aig) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Microsoft Corp. (MSFT)](/topic/$msft) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Ares Management, Corp. (ARES)](/topic/$ares) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Ally Financial, Inc. (ALLY)](/topic/$ally) [CarMax, Inc (KMX)](/topic/$kmx) [Light & Wonder, Inc. Common Stock (LNW)](/topic/$lnw) [Alliance Fan Token (ALL)](/topic/$all) [LandBridge Company LLC (LB)](/topic/$lb) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Cable One, Inc. (CABO)](/topic/$cabo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What if you just screen record your computer all day and then hand it to claude code and say "automate everything you can""  
[X Link](https://x.com/stockthoughts81/status/2022332954169712814)  2026-02-13T15:32Z 11.2K followers, [---] engagements


"The new /insights command on claude code (built by @AlexTamkin) is pretty cool. Especially this idea: "Ambitious workflows: As models get more capable your tracker fleet (store locations job postings market edges) should each run as autonomous headless agents on cron jobs with self-healing test suites no more babysitting debugging sessions. Your entire shutdown-to-startup cycle could become a zero-touch background agent that reads your state files runs the full checklist commits and produces a next-morning briefing and your content drafting could validate against your voice samples and source"  
[X Link](https://x.com/stockthoughts81/status/2022338946168992231)  2026-02-13T15:55Z 11.2K followers, [---] engagements


"Edwin Dorsey started The Bear Cave in his college dorm in February [----]. Within [--] weeks of putting up a paywall he was at $100K ARR. Hes never worked for anyone else. This conversation details the http://x.com/i/article/2020702336033730560 http://x.com/i/article/2020702336033730560"  
[X Link](https://x.com/stockthoughts81/status/2020702694474649636)  2026-02-09T03:33Z 11.2K followers, 20.8K engagements


"T-Mobile just said they expect their FWA business to hit 15M subscribers by [----]. Since 2023: customers up 77% usage up 27% and average speeds DOUBLED on their latest routers. The most interesting part They expect to do this at higher speeds than today using only fallow capacity. $TMUS $T $VZ $CHTR $CMCSA"  
[X Link](https://x.com/stockthoughts81/status/2021950968129089613)  2026-02-12T14:14Z 11.2K followers, [----] engagements


"John Malone: "I personally believe I can start another Liberty Media with appropriate strategy and capital structure using that as a core vehicle." Why is FinTwit not obsessed with this $GLIBK - John Malone on GCI at Liberty Media's Investor Day last week: And the spin-off of a little company that I'm going to talk about in a minute GCI out of Liberty Broadband because I was already over [--] of the voting control of Liberty Broadband I end up in hard control https://t.co/0Ab30emeE1 $GLIBK - John Malone on GCI at Liberty Media's Investor Day last week: And the spin-off of a little company that"  
[X Link](https://x.com/stockthoughts81/status/2021970986795774312)  2026-02-12T15:33Z 11.2K followers, [----] engagements


"Does being a VC thats not in this Anthropic deal feel like being a public equity investor that hasnt owned NVDA"  
[X Link](https://x.com/stockthoughts81/status/2022087036656918861)  2026-02-12T23:14Z 11.2K followers, [---] engagements


"Does anyone know what the best way to do get data on categorized job postings are (e.g. R&D vs sales over time) Like is there a tool or if i were to build it with claude code is there an approach or eg website to pull from that works especially well"  
[X Link](https://x.com/stockthoughts81/status/2022321030350381531)  2026-02-13T14:44Z 11.2K followers, [---] engagements


"nvm claude is already done Answer: lots of companies post on workday (myworkdayjobs). Pretty easy to work with. Already categorized etc"  
[X Link](https://x.com/stockthoughts81/status/2022330741494022335)  2026-02-13T15:23Z 11.2K followers, [---] engagements


"$AIG just announced a Lloyd's syndicate with $BX + Amwins. The interesting part isn't "PE buys insurance" (that's $APO / $KKR). It's: $BX provides sidecar capital $AIG provides AI underwriting (via $PLTR) Amwins provides customers. $AIG becomes a tech platform that earns fees. $BX gets underwriting upside without owning an insurer. Different flavor of PE + insurance convergence. https://twitter.com/i/web/status/2006189364997452195 https://twitter.com/i/web/status/2006189364997452195"  
[X Link](https://x.com/stockthoughts81/status/2006189364997452195)  2025-12-31T02:23Z 11.2K followers, [----] engagements


"Update on $NET by @tickerplus. Proprietary trackers showing revenue above consensus"  
[X Link](https://x.com/stockthoughts81/status/2021282963531399395)  2026-02-10T17:59Z 11.2K followers, [----] engagements


"I was just thinking about Toys R Us the other day. Rest In Peace. A+ nonfiction from @megreenwell. Immensely readable and completely enraging I will be talking to anyone who will listen about this book for the foreseeable future. https://t.co/oC0i21dlp1 A+ nonfiction from @megreenwell. Immensely readable and completely enraging I will be talking to anyone who will listen about this book for the foreseeable future. https://t.co/oC0i21dlp1"  
[X Link](https://x.com/stockthoughts81/status/2022332016700887166)  2026-02-13T15:28Z 11.2K followers, [---] engagements


"updating the $CHTR model again this quarter There is a claude skill for that"  
[X Link](https://x.com/stockthoughts81/status/2022333108482420992)  2026-02-13T15:32Z 11.2K followers, [---] engagements


"Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space"  
[X Link](https://x.com/stockthoughts81/status/2022355427300925442)  2026-02-13T17:01Z 11.2K followers, [----] engagements


"Dario- if you buy $1T/year of compute for [----] bc you thought you were going to do $1T rev but then you only do $800b you go bankrupt. What does this mean for hyperscalers $AMZN $META $GOOG $MSFT He says he gets the impression some of the "other cos" aren't ROI-driven Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center build out - Dario has an amazing take on this: Dario Amodei details the staggering financial risk of the AI race explaining that if growth continues at 10x a https://t.co/Ed99X88zwS Dwarkesh asks Dario a fantastic"  
[X Link](https://x.com/stockthoughts81/status/2022409525387792479)  2026-02-13T20:36Z 11.2K followers, [----] engagements


"@BourbonCap Based on the handle and this tweet I assume you are long brown Forman"  
[X Link](https://x.com/stockthoughts81/status/2022114695566749898)  2026-02-13T01:04Z 11.2K followers, [---] engagements


"When it's time for a refactor and you open up the repo"  
[X Link](https://x.com/stockthoughts81/status/2022400530929324153)  2026-02-13T20:00Z 11.2K followers, [---] engagements


""I've been in business one way or another with Dr. Malone for the last [--] years. And I know that there is an intense capital discipline when you're involved with John. So I think that the message is that GCI will be a prodigious generator of free cash flow over the next five years and you're going to have to just trust Dr. Malone and the board to deploy that free cash flow in the places that we think make the most sense. any truly significant M&A needs to be out of Alaska and probably not in the core space that we're in today. I think we're looking for more unique opportunities where we can"  
[X Link](https://x.com/stockthoughts81/status/2022441018898194714)  2026-02-13T22:41Z 11.2K followers, [---] engagements


"Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there"  
[X Link](https://x.com/stockthoughts81/status/1899929932949795119)  2025-03-12T21:06Z 11.2K followers, 11.7K engagements


"I am considering narrowing my focus to the publicly traded alternative asset managers. I have two questions (retweets/replies appreciated): 1) What names should I include beyond $KKR $APO $BX $BAM $CG $ARES 2) Any recommended resources I plan on deep diving the space over the next month or two so I'm open to anything. Primers research writeups podcasts news coverage etc. Also please feel free to reach out if you cover the space and want a second opinion on anything. My DMs are open or feel free to email me: stockthoughts81 at gmail dot com. https://twitter.com/i/web/status/1933249258138055081"  
[X Link](https://x.com/stockthoughts81/status/1933249258138055081)  2025-06-12T19:45Z 11.2K followers, [----] engagements


"Marc Rowan - yes there is systemic risk in the insurance industry. But Athene shouldn't be lumped in with that bucket and smaller ratings agencies isn't the place to focus. One area of concern is softer non-US regulations. $APO"  
[X Link](https://x.com/stockthoughts81/status/1998742779019526326)  2025-12-10T13:13Z 11.2K followers, [----] engagements


""New report from AM Best: Top [--] insurers with the highest ratio of affiliated investments to capital & surplus are alternative asset manager backed." - @leee_harris on LinkedIn $APO $KKR $BX $BN $BX"  
[X Link](https://x.com/stockthoughts81/status/1999158696446660852)  2025-12-11T16:45Z 11.2K followers, [----] engagements


"Highly recommended follow for anyone involved in the alts space is @michaelsidgmore - his weekly news roundup @GoesAlt is excellent $KKR $CG $BN $BX $OWL $APO"  
[X Link](https://x.com/stockthoughts81/status/2003280783755431968)  2025-12-23T01:45Z 11.1K followers, [----] engagements


"$APO in risk reduction mode apparently https://www.ft.com/content/b315e80e-9e8a-4693-b860-bf87574cfa36 https://www.ft.com/content/b315e80e-9e8a-4693-b860-bf87574cfa36"  
[X Link](https://x.com/stockthoughts81/status/2003460526677074385)  2025-12-23T13:39Z 11.2K followers, [----] engagements


"Loving these docs $RMD"  
[X Link](https://x.com/stockthoughts81/status/2006739388513087588)  2026-01-01T14:48Z 11.2K followers, [---] engagements


"CVNA avg FICO low 600s [---] lower than KMX h/t @_inpractise interview out today with someone from $ALLY comparing $CVNA vs $KMX financing"  
[X Link](https://x.com/stockthoughts81/status/2007120061731938730)  2026-01-02T16:01Z 11.2K followers, [----] engagements


""These are 50-50 balls that live in the gap between consensus and reality." Oh cmon isnt this a little harsh for poor Bruce $BN [--]. Hindenburg returns partnered with Bill Ackman and Pershing Square to expose alleged fraud inside Brookfield ($BN). After quietly reducing their long position over several quarters Pershing discloses a $2 billion short position alongside synthetic credit shorts in a [--]. Hindenburg returns partnered with Bill Ackman and Pershing Square to expose alleged fraud inside Brookfield ($BN). After quietly reducing their long position over several quarters Pershing discloses"  
[X Link](https://x.com/stockthoughts81/status/2010762302799429868)  2026-01-12T17:14Z 11.2K followers, [----] engagements


"$LNW $LNWO +18% on settlement with $ALL"  
[X Link](https://x.com/stockthoughts81/status/2010829638818222148)  2026-01-12T21:41Z 11.2K followers, [---] engagements


"@UnHedgedChatter @compoundpapi This is awesome. In case anyone else was curious about: 1) the answer (see below) 2) an excellent post about Lawrence and his firm by @Invesquotes $LB $TPL https://www.bestanchorstocks.com/p/investing-in-undiscovered-stocks https://www.bestanchorstocks.com/p/investing-in-undiscovered-stocks"  
[X Link](https://x.com/stockthoughts81/status/2011838149551362584)  2026-01-15T16:29Z 11.2K followers, [----] engagements


"PSA: I think this is good enough that I am regularly going to start using it. Made a close to functional $EXPE DCF in [--] hour. Obviously not perfect or institutional grade but I'd say this is basically functional within another hour. Only fed a few docs in. Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and drop avoids overwriting your existing cells and handles longer sessions with auto compaction. Get started: https://t.co/cAMDXM1h7r https://t.co/yt9Gy2HLY3 Claude in Excel is now available on Pro plans. Claude now accepts multiple files via drag and"  
[X Link](https://x.com/stockthoughts81/status/2014935171263348834)  2026-01-24T05:35Z 11.2K followers, 38.5K engagements


"Moffett-Nathanson per @Light_Reading @thebauminator: Cable One "a rather cheap acquisition target" but not currently "in play". $CABO"  
[X Link](https://x.com/stockthoughts81/status/2016178532720718060)  2026-01-27T15:56Z 11.2K followers, [---] engagements


"Looking forward to this $CCOI"  
[X Link](https://x.com/stockthoughts81/status/2016182642811543988)  2026-01-27T16:12Z 11.2K followers, [----] engagements


"What is the best software write-up youve read in the last six months Looking for public equity longs not thought pieces. RTs appreciated"  
[X Link](https://x.com/stockthoughts81/status/2017062276969193908)  2026-01-30T02:28Z 11.2K followers, [----] engagements


"A software long idea for the agentic age $BRZE "In a world where agentic commerce (demand aggregators eg DASH EXPE) is a very real and nascent concept more enterprises will increasingly rely on Braze to stay in contact with their actual customers." $BRZE I think there is a fundamental misunderstanding within the market on 1) what this business actually does and 2) what the value proposition is to its customer base At 3x sales with revenue reaccelerating at M20s clip and solid contribution from AI decisioning studio this $BRZE I think there is a fundamental misunderstanding within the market"  
[X Link](https://x.com/stockthoughts81/status/2017079421870428582)  2026-01-30T03:36Z 11.2K followers, [----] engagements


"@riceforthought pretty interesting Wonder why $EXPE $BKNG dont talk more about experiences (or i guess they do - connected trip etc.- but feel like emphasis always more on flights and hotel). Faintly remember reading tegus transcripts a few years ago about how experiences was a tough biz"  
[X Link](https://x.com/stockthoughts81/status/2017102719010345204)  2026-01-30T05:08Z 11.1K followers, [---] engagements


"Crazy driving around seeing all these CVNA cars and thinking wow people think this is fake for some reason"  
[X Link](https://x.com/stockthoughts81/status/2017593131718312082)  2026-01-31T13:37Z 11.2K followers, [----] engagements


"Interesting take on $MCO $SPGI I don't think the market is saying that companies like Moodys are going to be displaced by AI (there are studies showing that a simple altman z-score are as effective as CRA) rather that MCO has functionally exerted price hikes via incremental layers of analytics which may not I don't think the market is saying that companies like Moodys are going to be displaced by AI (there are studies showing that a simple altman z-score are as effective as CRA) rather that MCO has functionally exerted price hikes via incremental layers of analytics which may not"  
[X Link](https://x.com/stockthoughts81/status/2019036780390212089)  2026-02-04T13:14Z 11.2K followers, [----] engagements


"Does anyone have a $CMCSA SOTP on hand i could take a look at That being said - not even sure SOTP makes sense 1) Even tho they did Versant don't have reason to believe they will do much more 2) Theme Parks is kind of a gem so maybe you get some value from a higher multiple there. But don't think there is anything within Connectivity and Platforms that warrants a higher separate multiple. And then the rest of Content and Experiences is pretty meh https://twitter.com/i/web/status/2019123280603447363 https://twitter.com/i/web/status/2019123280603447363"  
[X Link](https://x.com/stockthoughts81/status/2019123280603447363)  2026-02-04T18:57Z 11.2K followers, [----] engagements


"1000000% i think this is the most important component of mentorship. The process of getting a feel for what actually matters and is worth doing seems more like osmosis than anything else. This book gets some airtime in the discussion about developing vs acquiring talent. I have struggled to articulate why precisely I think developing talent (and actively working to retain) is worth the time and investment. The answer I have landed on is the most important skill https://t.co/sGn6fjyhn5 This book gets some airtime in the discussion about developing vs acquiring talent. I have struggled to"  
[X Link](https://x.com/stockthoughts81/status/2019423289043742822)  2026-02-05T14:50Z 11.2K followers, [---] engagements


"Im an equity analyst whos been learning to build with AI tools over the past several months. Two things hit my feed today that are really the same conversation happening in two different worlds. The http://x.com/i/article/2019780945193115648 http://x.com/i/article/2019780945193115648"  
[X Link](https://x.com/stockthoughts81/status/2019781369627373678)  2026-02-06T14:32Z 11.2K followers, [----] engagements


"My conversation with @StockJabber He DM'd thousands of Twitter followers in [--] days to get his first readers. Showed up at a hedge fund lobby as a college freshman and LinkedIn DM'd everyone inside until someone let him up. [--] weeks after putting up a paywall: $100K ARR. We also get into building software products as a non-technical founder the $500-$1000 pricing no-man's land and why he thinks prediction markets are an interesting place to look for an edge right now. https://t.co/5guzpYEK59 https://t.co/5guzpYEK59"  
[X Link](https://x.com/stockthoughts81/status/2020870941564194898)  2026-02-09T14:42Z 11.2K followers, 17.9K engagements


"RT @ethanrkho: do pod shops breed the best analysts/PMs many PMs talk about the caliber of talent and research at the big [--] MMs others l"  
[X Link](https://x.com/stockthoughts81/status/2021211483179188341)  2026-02-10T13:15Z 11.2K followers, [--] engagements


"First time hearing an AI research product pitched not as saving time on research but as increasing speed to conviction. Think this is the right mindset. Same underlying issue you see with big company AI adoption or lack thereof. AI's power is capped by how much you trust it"  
[X Link](https://x.com/stockthoughts81/status/2021217446242177200)  2026-02-10T13:39Z 11.2K followers, [---] engagements


"BI out with an article today saying that after the first new Lone Pine PM was appointed in a decade three other senior investors left. Interesting context to this discussion from last year. Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there Can someone who is in the HF hive mind explain to me what the overall perception of Lone Pine is exactly Why all the hate but then I also see people saying theyd work there"  
[X Link](https://x.com/stockthoughts81/status/2021224557042946074)  2026-02-10T14:07Z 11.2K followers, [----] engagements


"RT @DeItaone: KALSHI CEO SAYS SUPER BOWL SUNDAY TRADING TOPPED $1B UP 2700%"  
[X Link](https://x.com/stockthoughts81/status/2021237927833923862)  2026-02-10T15:00Z 11.2K followers, [--] engagements


"Another W for the good guys A large new @harvard study finds that 2-3 cups of coffee or tea a day (the caffeinated kind) protect modestly against dementia. I write this as I drink my coffee smiling. https://t.co/B29lIDRqor A large new @harvard study finds that 2-3 cups of coffee or tea a day (the caffeinated kind) protect modestly against dementia. I write this as I drink my coffee smiling. https://t.co/B29lIDRqor"  
[X Link](https://x.com/stockthoughts81/status/2021280576632771068)  2026-02-10T17:50Z 11.2K followers, [----] engagements


"RT @tickerplus: Boom $NET"  
[X Link](https://x.com/anyuser/status/2021333448523436221)  2026-02-10T21:20Z 11.2K followers, [--] engagements


"% of HFC connections with 100+ mbps upload gone from [--] to almost a third past couple years"  
[X Link](https://x.com/stockthoughts81/status/2021391146807930944)  2026-02-11T01:09Z 11.2K followers, [---] engagements


"via @CableLabs"  
[X Link](https://x.com/stockthoughts81/status/2021391212691980687)  2026-02-11T01:09Z 11.2K followers, [---] engagements


"RT @sarthakgh: John Collison and Meta CFO Susan Lee on Grimes on Cheeky Pint last year:"  
[X Link](https://x.com/stockthoughts81/status/2021408814772387875)  2026-02-11T02:19Z 11.2K followers, [--] engagements


"He played hours of FarmVille before the Facebook IPO and actually worked as a driver before taking Uber public. https://t.co/BKrzTZ3Shs https://t.co/BKrzTZ3Shs"  
[X Link](https://x.com/stockthoughts81/status/2021409701674819975)  2026-02-11T02:23Z 11.2K followers, [----] engagements


"https://open.substack.com/pub/flatcircleai/p/creative-llm-use-cases-dan-loeb-baupostutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/flatcircleai/p/creative-llm-use-cases-dan-loeb-baupostutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/stockthoughts81/status/2021595852590968844)  2026-02-11T14:43Z 11.2K followers, [---] engagements


""The remaining [--] hours run on whatever neurochemical foundation you built before 8am." Rogan is describing a dopamine problem and most people misdiagnose it as a motivation problem. Your prefrontal cortex runs on a limited daily budget. Every scroll every notification every context switch burns through that budget before youve done anything meaningful. Rogan is describing a dopamine problem and most people misdiagnose it as a motivation problem. Your prefrontal cortex runs on a limited daily budget. Every scroll every notification every context switch burns through that budget before youve"  
[X Link](https://x.com/stockthoughts81/status/2021598592603992250)  2026-02-11T14:53Z 11.2K followers, [----] engagements


"RT @RogoAI: A snapshot of the Rogo Spreadsheets Agent. Were proud to have built an agent that produces deliverables youll actually use"  
[X Link](https://x.com/stockthoughts81/status/2021678117312672223)  2026-02-11T20:09Z 11.2K followers, [--] engagements


"@AmirF15336 @GavinSBaker Curious if he has invested in the cable space in the past / has any thoughts on it currently How long will cable broadband sub losses last"  
[X Link](https://x.com/stockthoughts81/status/2021679065338400825)  2026-02-11T20:13Z 11.2K followers, [---] engagements


"RT @JohnHuber72: The debate on whether the SPGI/MCO ratings regulatory moat is immune to AI should not the main concern here (imo). If only"  
[X Link](https://x.com/stockthoughts81/status/2021720642391855331)  2026-02-11T22:58Z 11.2K followers, [--] engagements


"RT @DylanByers: 🎙 TODAY on the Grill Room: Can Sports Save Peacock Between Super Bowl in Santa Clara and Winter Olympics in Milan-Cort"  
[X Link](https://x.com/stockthoughts81/status/2021722788302598376)  2026-02-11T23:07Z 11.2K followers, [--] engagements


"@sarthakgh Ton of cool events regularly shouted out in @damn_ethan Austin Business Review https://austinbusinessreview.beehiiv.com/resources https://austinbusinessreview.beehiiv.com/resources"  
[X Link](https://x.com/stockthoughts81/status/2021765081143390457)  2026-02-12T01:55Z 11.2K followers, [---] engagements


"RT @RickRubin: NEW EPISODE: If you see all your peers as competitors you get insular you raise up fences and you block things off. One"  
[X Link](https://x.com/stockthoughts81/status/2021789280717226412)  2026-02-12T03:31Z 11.2K followers, [--] engagements


"RT @arakharazian: [--] in [--] businesses on Ramp now pay for Anthropic. A year ago it was [--] in [--]. Latest Ramp AI Index shows Anthropic surged"  
[X Link](https://x.com/stockthoughts81/status/2021789753201365071)  2026-02-12T03:33Z 11.2K followers, [--] engagements


"RT @jawwwn_: Palantir cofounders Alex Karp and @JTLonsdale on discovering top talent: To appreciate talent you need to be within a stand"  
[X Link](https://x.com/stockthoughts81/status/2021815541334167812)  2026-02-12T05:16Z 11.2K followers, [--] engagements


"RT @Larryjamieson_: Research What's Going on at Moody's $MCO Link: https://buybackcapital.substack.com/p/research-whats-going-on-at-moodys https://buybackcapital.substack.com/p/research-whats-going-on-at-moodys"  
[X Link](https://x.com/stockthoughts81/status/2021828342337425856)  2026-02-12T06:06Z 11.2K followers, [--] engagements


"back in [----] John Malone made Peter Barton the first president of liberty media. this is a 2h interview with him from [----] https://syndeoinstitute.org/the-hauser-oral-history-project/b-listings/ba-bi/peter-barton/ https://syndeoinstitute.org/the-hauser-oral-history-project/b-listings/ba-bi/peter-barton/"  
[X Link](https://x.com/stockthoughts81/status/2021977959150567686)  2026-02-12T16:01Z 11.2K followers, [---] engagements


"New 13G yesterday - Kontiki Capital out of HK. Interesting portfolio may not be whole picture"  
[X Link](https://x.com/stockthoughts81/status/2022090533016093090)  2026-02-12T23:28Z 11.2K followers, [---] engagements


"owner of alaska comms their main competitor https://x.com/stockthoughts81/status/2022355427300925442s=20 Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space https://x.com/stockthoughts81/status/2022355427300925442s=20 Has anyone looked at $ANTI 30%+ insider ownership. $500m market cap. Similar valuation to rest of cable/telco space"  
[X Link](https://x.com/stockthoughts81/status/2022355559941341658)  2026-02-13T17:01Z 11.2K followers, [---] engagements


"also looks like net proceeds from the tower asset sale they just announced are 30-40% of market cap (subject to post closing and milestones). Leverage 2.5x net"  
[X Link](https://x.com/stockthoughts81/status/2022359130678128748)  2026-02-13T17:16Z 11.2K followers, [---] engagements


"@pernasresearch So lots of companies actually use workday and will have their own url for it which makes it pretty easy"  
[X Link](https://x.com/stockthoughts81/status/2022384210418524649)  2026-02-13T18:55Z 11.2K followers, [---] engagements


"RT @honam: This is fascinating because it is how we view the early stage venture portfolio. The real due diligence starts after we make the"  
[X Link](https://x.com/stockthoughts81/status/2022405615851835571)  2026-02-13T20:20Z 11.2K followers, [--] engagements


"Another new 13G out today - Southeastern Asset Management side note - why is Longleaf Partners Small-Cap Fund place of organization Massachusetts"  
[X Link](https://x.com/stockthoughts81/status/2022448665768661246)  2026-02-13T23:11Z 11.2K followers, [---] engagements


"RV Capital 1H19 letter (on when to invest/policy on holding cash and Chinese government and innovation) https://www.rvcapital.ch/wp-content/uploads/2019/08/Co-Investor_Letter_H1_2019-EN.pdf https://www.rvcapital.ch/wp-content/uploads/2019/08/Co-Investor_Letter_H1_2019-EN.pdf"  
[X Link](https://x.com/stockthoughts81/status/1159873871287209984)  2019-08-09T17:07Z 11.2K followers, [--] engagements


"Notes on the Malone interview"  
[X Link](https://x.com/stockthoughts81/status/1197930259837898752)  2019-11-22T17:30Z 11.2K followers, [---] engagements


"Interesting interview by Rob Vinall with his close friend Andreas Lechner a great and under-the-radar private investor (Jan 2020). https://www.youtube.com/watchv=cQfLPnsDvcE https://www.youtube.com/watchv=cQfLPnsDvcE"  
[X Link](https://x.com/stockthoughts81/status/1234223719528071168)  2020-03-01T21:07Z 11.2K followers, [---] engagements


"RV Capital- Dealing with COVID [--] (3/18/20) https://www.rvcapital.ch/post/dealing-with-covid-19 https://www.rvcapital.ch/post/dealing-with-covid-19"  
[X Link](https://x.com/stockthoughts81/status/1247566850868645889)  2020-04-07T16:48Z 11.2K followers, [--] engagements


"Bill Nygren - Investing in Crisis. "you need to quickly realize where your skills might give you an advantage and where you have no business taking your own opinion seriously" h/t @ClarkSquareCap https://oakmark.com/wp-content/uploads/sites/3/documents/Value-Investor-Insight_Investing-in-Crisis_Bill-Nygren_04-30-2020.pdf https://oakmark.com/wp-content/uploads/sites/3/documents/Value-Investor-Insight_Investing-in-Crisis_Bill-Nygren_04-30-2020.pdf"  
[X Link](https://x.com/stockthoughts81/status/1260256322676592642)  2020-05-12T17:11Z 11.2K followers, [--] engagements


"Trade less http://dasan888.blogspot.com/2020/05/trade-less-conversation-with-myself.htmlm=1 http://dasan888.blogspot.com/2020/05/trade-less-conversation-with-myself.htmlm=1"  
[X Link](https://x.com/stockthoughts81/status/1261824923699261440)  2020-05-17T01:04Z 11.2K followers, [--] engagements


"Public SaaS Valuation Update & Post-Q1 Earnings @afc https://www.meritechcapital.com/blog/q1-saas-earnings-and-valuation-review https://www.meritechcapital.com/blog/q1-saas-earnings-and-valuation-review"  
[X Link](https://x.com/stockthoughts81/status/1262794362129285120)  2020-05-19T17:16Z 11.2K followers, [--] engagements


"Notes from Jeremy Siegel interview on Masters in Business. Dude is super bullish cc @BluegrassCap"  
[X Link](https://x.com/stockthoughts81/status/1274829404389076992)  2020-06-21T22:19Z 11.2K followers, [---] engagements


"Paul Lountzis on conducting scuttlebutt research https://mebfaber.com/wp-content/uploads/2019/03/Interviews-for-Intelligent-Investors-Paul-Lountzis-Complimentary-Copy.pdf https://mebfaber.com/wp-content/uploads/2019/03/Interviews-for-Intelligent-Investors-Paul-Lountzis-Complimentary-Copy.pdf"  
[X Link](https://x.com/stockthoughts81/status/1287156490944409600)  2020-07-25T22:43Z 11.2K followers, [--] engagements


"Mike Fries interviews John Malone. My paraphrased notes below. h/t @GreenhavenRoad https://www.yahoo.com/entertainment/paley-international-council-summit-2020-143318569.html https://www.yahoo.com/entertainment/paley-international-council-summit-2020-143318569.html"  
[X Link](https://x.com/stockthoughts81/status/1327750552277532673)  2020-11-14T23:09Z 11.2K followers, [--] engagements


"Really enjoyed this interview of Naval on the Tim Ferriss podcast (10/14/20). My notes below (mostly paraphrased) https://tim.blog/2020/10/14/naval/ https://tim.blog/2020/10/14/naval/"  
[X Link](https://x.com/stockthoughts81/status/1332080844807106560)  2020-11-26T21:56Z 11.2K followers, [--] engagements


"What role does reading the 10-K play in your process For a long time I was a "you read the K and the proxy and you read them first" kinda guy. Super fun I know. But I am having second thoughts as to whether this is the best approach"  
[X Link](https://x.com/stockthoughts81/status/1347599222015553537)  2021-01-08T17:41Z 11.2K followers, [---] engagements


"Rob Vinall [----] letter. Couldn't agree more on his preference for podcasts over books. 1) Ideas are more thought provoking up to date and concise 2) dialogue monologue 3) can listen while walking etc. https://www.rvcapital.ch/post/rv-capital-s-2020-letter-to-co-investors-in-the-business-owner-fund https://www.rvcapital.ch/post/rv-capital-s-2020-letter-to-co-investors-in-the-business-owner-fund"  
[X Link](https://x.com/stockthoughts81/status/1348012927601627137)  2021-01-09T21:05Z 11.2K followers, [--] engagements


"The 4Q20 @GreenhavenRoad letter was interesting including a great $NYT writeup. Nice to see anon fintwit (@MineSafety) getting some recognition https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/6016b19d2ca0471841ef52be/1612099997393/Greenhaven+Road+Letter+%282020+Q4%29.pdf%5B11%5D.pdf https://static1.squarespace.com/static/5498841ce4b0311b8ddc012b/t/6016b19d2ca0471841ef52be/1612099997393/Greenhaven+Road+Letter+%282020+Q4%29.pdf%5B11%5D.pdf"  
[X Link](https://x.com/stockthoughts81/status/1356352781091655681)  2021-02-01T21:24Z 11.2K followers, [--] engagements


"What an interesting article h/t @sebidscap Worm Capital's long-only fund has compounded at 38% since its [----] inception The Man Who Abandoned Value https://www.institutionalinvestor.com/article/b1qmbjmykxql3g/The-Man-Who-Abandoned-Value#.YEFr1kn2ngU.twitter https://www.institutionalinvestor.com/article/b1qmbjmykxql3g/The-Man-Who-Abandoned-Value#.YEFr1kn2ngU.twitter"  
[X Link](https://x.com/stockthoughts81/status/1367616991939371014)  2021-03-04T23:24Z 11.2K followers, [--] engagements


"We are looking to hire for an investment/operations analyst role in Reno NV. Appreciate if yall could help spread the word"  
[X Link](https://x.com/stockthoughts81/status/1368249374644469762)  2021-03-06T17:17Z 11.2K followers, [---] engagements


"Notes from Chris Hohn on Money Maze Podcast (not word for word). "Id encourage people to evaluate who they are who they would like to be on a spiritual level. Because that drives everything." "I dont think investing is that hard. The hard part. is temperament.""  
[X Link](https://x.com/stockthoughts81/status/1370452881753604098)  2021-03-12T19:13Z 11.2K followers, [--] engagements


"Excellent article by @AndrewRangeley on the corporate and stock picking implications of what is happening in media stocks right now. $VIAC $DISCA $T $NFLX $CMCSA Below- is NFLX a value stock https://yetanothervalueblog.com/2021/03/what-the-fudge-is-happening-to-legacy-media-stocks-viac-disca-nflx-t.html https://yetanothervalueblog.com/2021/03/what-the-fudge-is-happening-to-legacy-media-stocks-viac-disca-nflx-t.html"  
[X Link](https://x.com/stockthoughts81/status/1371920753810046976)  2021-03-16T20:26Z 11.2K followers, [--] engagements


"I don't know how this interview of @Anrosenblum by @goodinvestingc only has 5k views. One of the best pieces of content I've come across recently. & Wanted to share a few excerpts (not verbatim). https://www.good-investing.net/2020/12/16/andrew-rosenblum-bonsai-partners/ https://www.youtube.com/watchv=tPaUIdF0cgg&t=3s https://www.good-investing.net/2020/12/16/andrew-rosenblum-bonsai-partners/ https://www.youtube.com/watchv=tPaUIdF0cgg&t=3s"  
[X Link](https://x.com/stockthoughts81/status/1372673503971868674)  2021-03-18T22:17Z 11.2K followers, [---] engagements


"Interesting CDN panel from @TegusHQ out today. $FSLY $NET $AKAM My main takeaway- Edge Compute (FSLY Compute@Edge NET Workers) is starting to see some one-off use cases but right now it's more of a tactical tool to use here and there. It's not something you can"  
[X Link](https://x.com/stockthoughts81/status/1380659645593702401)  2021-04-09T23:11Z 11.2K followers, [--] engagements


"The 1Q21 letter from @1MainCapital was a great read. Congrats on the strong performance $GOOG $W https://www.1maincapital.com/s/Q121-letter.pdf https://www.1maincapital.com/s/Q121-letter.pdf"  
[X Link](https://x.com/stockthoughts81/status/1386021058252214279)  2021-04-24T18:15Z 11.2K followers, [--] engagements


"Glowing review of Cloudflare Workers from someone that built nearly an *entire* monitoring application on it (via @TegusHQ ). Said that Durable Objects and KV was key as well as the ability to seamlessly deploy globally. $NET"  
[X Link](https://x.com/stockthoughts81/status/1392636918064553984)  2021-05-13T00:24Z 11.2K followers, [--] engagements


"For those of you that like myself can barely send an email but are trying to analyze technology companies - @itunpredictable's Technically substack is great. Here's a post on containers: https://technically.substack.com/p/whats-docker-and-what-are-containers https://technically.substack.com/p/whats-docker-and-what-are-containers"  
[X Link](https://x.com/stockthoughts81/status/1393340353441243136)  2021-05-14T23:00Z 11.2K followers, [--] engagements


"My paraphrased notes from $NET at the JPM conference today"  
[X Link](https://x.com/stockthoughts81/status/1397343725936803840)  2021-05-26T00:08Z 11.2K followers, [--] engagements


"@PrefShares from @DennisHong17 on @goodinvestingc"  
[X Link](https://x.com/stockthoughts81/status/1404828804615311362)  2021-06-15T15:51Z 11.2K followers, [--] engagements


"Marc Andreessen on crypto via @1ahmedh1's Substack https://afewthings.substack.com/ https://afewthings.substack.com/"  
[X Link](https://x.com/stockthoughts81/status/1410308200071532545)  2021-06-30T18:44Z 11.2K followers, [--] engagements


"One of the best things I have listened to this year and it's likely that many have never heard from him. Patrick Quinn runs a L/S fund and has compounded at 28% net for a decade. My highlights below. Thanks for doing this @novuspartners @AndreaGentilin2 https://www.novus.com/podcast/patrick-quinn-quinn-opportunity-partners-upside-volatility https://www.novus.com/podcast/patrick-quinn-quinn-opportunity-partners-upside-volatility"  
[X Link](https://x.com/stockthoughts81/status/1414622464747872265)  2021-07-12T16:27Z 11.2K followers, [---] engagements


"These @CliffordSosin comments on the "steady-state of the system" for CDLX pair nicely with this excerpt from @joshtarasoff's essay on "endgames""  
[X Link](https://x.com/stockthoughts81/status/1415489781224464386)  2021-07-15T01:53Z 11.2K followers, [--] engagements


"Another excellent @DennisHong17 interview by @goodinvestingc (Aug 2021) Some of my favorite tidbits: https://www.youtube.com/watchv=nvFk9sn5koI https://www.youtube.com/watchv=nvFk9sn5koI"  
[X Link](https://x.com/stockthoughts81/status/1433052021700153352)  2021-09-01T13:00Z 11.2K followers, [---] engagements


"Rob Vinall interviews Dan Abrahams of Alfreton Capital in [----] "there's a heuristic amongst allocators that it's important for the manager to have most/all of their net worth invested. for me at the outset that would have been incredibly reckless" https://img1.wsimg.com/blobby/go/9ddca17c-1340-4ee8-8d30-072426ccf011/Rob%20Vinall%20-%20Interview%20with%20Dan%20Abrahams%20of%20Al.pdf https://img1.wsimg.com/blobby/go/9ddca17c-1340-4ee8-8d30-072426ccf011/Rob%20Vinall%20-%20Interview%20with%20Dan%20Abrahams%20of%20Al.pdf"  
[X Link](https://x.com/stockthoughts81/status/1447914700923097112)  2021-10-12T13:19Z 11.2K followers, [--] engagements


"Students nailed this CHGG short thesis. Perfect example of investing in (eh shorting) what you know. Peter Lynch would be proud @Post_Market https://t.co/WXYcJM7Ojn @Post_Market https://t.co/WXYcJM7Ojn"  
[X Link](https://x.com/stockthoughts81/status/1455586976485175297)  2021-11-02T17:25Z 11.2K followers, [--] engagements


"Crypto adoption curve in 2010s vs internet adoption curve in 1990s (from COIN 3Q21 letter)"  
[X Link](https://x.com/stockthoughts81/status/1458210112422612993)  2021-11-09T23:09Z 11.2K followers, [--] engagements


"How I spent my Saturday - hope y'all find something useful A Collection of Notes and Thoughts from Stan Druckenmiller's [----] Media Appearances https://stockthoughts.substack.com/p/a-collection-of-notes-and-thoughts https://stockthoughts.substack.com/p/a-collection-of-notes-and-thoughts"  
[X Link](https://x.com/stockthoughts81/status/1459677618874187785)  2021-11-14T00:20Z 11.2K followers, [--] engagements


"What do you all do when you're having a tough year in terms of portfolio performance"  
[X Link](https://x.com/stockthoughts81/status/1461750492447457288)  2021-11-19T17:37Z 11.2K followers, [---] engagements


"Rob Vinall RV Capital factsheet out today - new top [--] position in $CVNA"  
[X Link](https://x.com/stockthoughts81/status/1479120852360646662)  2022-01-06T16:01Z 11.2K followers, [--] engagements


"Wrote about efficiency in company research and note taking. My system- chronological events in a doc copy+pasting anything I would've underlined if it was on paper I'd love to hear about your experience trying to cut down on time spent taking notes https://stockthoughts.substack.com/p/note-taking-system-for-researching https://stockthoughts.substack.com/p/note-taking-system-for-researching"  
[X Link](https://x.com/stockthoughts81/status/1488523784134946816)  2022-02-01T14:45Z 11.2K followers, [--] engagements


"Is this what [----] felt like"  
[X Link](https://x.com/stockthoughts81/status/1585370013854502912)  2022-10-26T20:37Z 11.2K followers, [--] engagements


"Wow This is not something you see often. Top-tier disclosure:"  
[X Link](https://x.com/stockthoughts81/status/1597664321458540545)  2022-11-29T18:50Z 11.2K followers, [--] engagements


"Does anyone know anything about Select Equity LP DMs open. Noticed they owned $SSNC since [----] and at end of [----] owned 6% of co but have pretty much blown out of the position last couple quarters"  
[X Link](https://x.com/stockthoughts81/status/1620930500037869568)  2023-02-01T23:42Z 11.2K followers, 19.3K engagements


"Who are the best small / mid cap investors and funds to follow (Bonus points if they file 13F)"  
[X Link](https://x.com/stockthoughts81/status/1635062917468143617)  2023-03-12T23:39Z 11.2K followers, 77.9K engagements


"Ill get us started - Greenhaven Askeladden Bares CAS GCCP Greystone Abdiel"  
[X Link](https://x.com/stockthoughts81/status/1635064437806874624)  2023-03-12T23:45Z 11.2K followers, [----] engagements


"Aug [----] writeup on Amphenol $APH. Makes connectors i.e. involved in pretty much all electronics. What an interesting company that nobody seems to talk about. Why doesn't anyone own/talk about this Just never cheap Or is there more to it https://www.valueinvestorsclub.com/idea/AMPHENOL_CORP/2115263448#description https://www.valueinvestorsclub.com/idea/AMPHENOL_CORP/2115263448#description"  
[X Link](https://x.com/stockthoughts81/status/1636020071419215872)  2023-03-15T15:02Z 11.2K followers, [----] engagements


"So why is Azure growing so much faster than AWS Any good takes on this Thanks DMs open"  
[X Link](https://x.com/stockthoughts81/status/1653423823612682240)  2023-05-02T15:38Z 11.2K followers, 34K engagements


"Who is this guy Been on the board of Chipotle since [----] and owns $130m stock. Not much out there on him. Anywhere I can read about his story or does anyone know anything Seems interesting $CMG"  
[X Link](https://x.com/anyuser/status/1699548239043924231)  2023-09-06T22:20Z 11.2K followers, 32.7K engagements


"Who are the best accounts to follow these days for long-term fundamental research I would include: @WTCM3 @scuttleblurb @borrowed_ideas @SleepwellCap @JerryCap @kouroshshafi @BLyons151 @b_cap21 @ClarkSquareCap @TMTMoats @RihardJarc Hey @stockthoughts81 who do you think is posting thoughtful fundamental research right now Trying to hone my timeline for more on-topic finance work. Hey @stockthoughts81 who do you think is posting thoughtful fundamental research right now Trying to hone my timeline for more on-topic finance work"  
[X Link](https://x.com/stockthoughts81/status/1711373049751351754)  2023-10-09T13:28Z 11.2K followers, 34.9K engagements


""Temu's unit economics are unsustainable losing $38 per order but even if discounts narrow and advertising goes to [--] we believe it will be challenging for Temu to sustain its pricing advantage with manufacture GPs hovering near break-even." - DB h/t Dennis Hong on LinkedIn"  
[X Link](https://x.com/stockthoughts81/status/1717198008843178033)  2023-10-25T15:14Z 11.2K followers, 23.7K engagements


"@SchrodingrsBrat Claude:"  
[X Link](https://x.com/stockthoughts81/status/1766218966404567168)  2024-03-08T21:46Z 11.2K followers, [----] engagements


"https://x.com/PaulMedica/status/1811041861769072968 https://x.com/PaulMedica/status/1811041861769072968"  
[X Link](https://x.com/stockthoughts81/status/1811068874215018938)  2024-07-10T16:04Z 11.2K followers, [----] engagements


"35 page writeup on $WOSG https://static1.squarespace.com/static/57eff176e58c621a298bfa61/t/669535bb606e0c7176b33254/1721054651477/Watches+of+Switzerland+Report+%282024.07.15%29.pdf https://static1.squarespace.com/static/57eff176e58c621a298bfa61/t/669535bb606e0c7176b33254/1721054651477/Watches+of+Switzerland+Report+%282024.07.15%29.pdf"  
[X Link](https://x.com/anyuser/status/1812965920060678388)  2024-07-15T21:42Z 11.2K followers, 35.7K engagements


"MKS' main competitor in the vacuum space is a really interesting under the radar Swiss company called VAT Group. $VACN. 70% market share in vacuum valves. Claims to be experiencing 90%+ spec-win rate in leading edge. 25% of '23 revenue from China (vs 19% for MKSI). Consistently generates ROIC WACC even druing the [----] downturn. 0.8x net leverage. https://twitter.com/i/web/status/1836178396772208776 https://twitter.com/i/web/status/1836178396772208776"  
[X Link](https://x.com/stockthoughts81/status/1836178396772208776)  2024-09-17T23:00Z 11.2K followers, [----] engagements


"The one slide in their deck i didn't really understand was this one particularly the chart on the right. It seems to be indicating that vacuums are 70%+ of WFE spend Does it mean machines with vacuums in them/that require pressurized chambers Not following this one"  
[X Link](https://x.com/stockthoughts81/status/1836178400534491611)  2024-09-17T23:00Z 11.2K followers, [---] engagements


"All in all $VACN seems like a very high quality company. But it also seems really expensive. Can someone tell me why I am wrong on either of these"  
[X Link](https://x.com/stockthoughts81/status/1836178402514211062)  2024-09-17T23:00Z 11.2K followers, [----] engagements


"$MA new targets through 2027"  
[X Link](https://x.com/anyuser/status/1856728076068995359)  2024-11-13T15:57Z 11.2K followers, 247.6K engagements


"@DylanoA4 I am struck by the ten-dollar words. I wonder if this is how Han writes or if it is just the translator (amazon blurb on left dumbed down GPT on right). Sounds really interesting but idk if I can get through that. What do you think Do you get used to it or something"  
[X Link](https://x.com/stockthoughts81/status/1875632307882881258)  2025-01-04T19:56Z 11.2K followers, 14.7K engagements


"what Michael Platt looks for in a trader"  
[X Link](https://x.com/stockthoughts81/status/1876687381463802198)  2025-01-07T17:48Z 11.2K followers, [----] engagements


"This is pretty crazy. What's driving it Will it ever change or is this the new normal"  
[X Link](https://x.com/anyuser/status/1877569259791909117)  2025-01-10T04:12Z 11.2K followers, 73.9K engagements


"Signia Capital - small/micro cap manager that has compounded at 30% net since Sept [----] inception. Interesting hadn't heard of them before. They have pitch deck factsheet commentary on their site"  
[X Link](https://x.com/stockthoughts81/status/1881866641933565996)  2025-01-22T00:49Z 11.2K followers, 59.2K engagements


"3/29/25 I quit my job. Nothing lined up and no idea whats next. I was doing this journaling thing on here for a while and I want to keep up with that. It has been harder to write about more vulnerable stuff like this vs what stock I was analyzing that day. So just trying to get back into it and exercise the muscle here. I think I want to do something entrepreneurial but no idea how or what. I have probably [--] months or so to try to figure something out. Next couple months just trying to cast a wide net and talk to a ton of people and keep an open mind. Some ideas that have come up are Substack"  
[X Link](https://x.com/stockthoughts81/status/1906043711601221984)  2025-03-29T18:00Z 11.2K followers, 98.8K engagements


"What 13F filers would you add to (or subtract from) this list Abrams Capital Management L.P. ADW Capital Management LLC Akre Capital Management LLC Altarock Partners LLC Ampfield Management L.P. Bares Capital Management Inc. Barton Investment Management Baupost Group LLC Berkshire Hathaway Inc Berkshire Partners LLC Caledonia (Private) Investments Pty Ltd CAS Investment Partners LLC Dorsey Asset Management LLC East Coast Asset Management LLC Fundsmith LLP Gardner Russo & Quinn LLC Gate City Capital Management LLC Greenlea Lane Capital Management LLC I.G.Y. Ltd Long Walk Management LP North"  
[X Link](https://x.com/stockthoughts81/status/1928615234086072591)  2025-05-31T00:51Z 11.2K followers, 26.7K engagements


"Nice SumZero write up on $SBAC https://sumzero.com/pro/research/ideas/11217 https://sumzero.com/pro/research/ideas/11217"  
[X Link](https://x.com/stockthoughts81/status/673642843940982784)  2015-12-06T23:19Z 11.2K followers, [--] engagements


"Solid list of mental models via @thogge http://tylerhogge.com/2016/01/09/my-list-of-mental-models/ http://tylerhogge.com/2016/01/09/my-list-of-mental-models/"  
[X Link](https://x.com/stockthoughts81/status/688498655800631296)  2016-01-16T23:10Z 11.2K followers, [--] engagements


"Martin Taylor in HFMW: "Managing money is real life not some bullshit strategist fantasy world""  
[X Link](https://x.com/stockthoughts81/status/702722310629957633)  2016-02-25T05:10Z 11.2K followers, [--] engagements


"Thoughts on position sizing from various value investors https://whatheheckaboom.wordpress.com/2010/10/30/position-sizing-in-value-investing/ https://whatheheckaboom.wordpress.com/2010/10/30/position-sizing-in-value-investing/"  
[X Link](https://x.com/stockthoughts81/status/734593042833911810)  2016-05-23T03:53Z 11.2K followers, [--] engagements


"Interview With Samir Patel Founder Of Askeladden Capital http://seekingalpha.com/article/3991141-interview-samir-patel-founder-askeladden-capitalsource=tweet http://seekingalpha.com/article/3991141-interview-samir-patel-founder-askeladden-capitalsource=tweet"  
[X Link](https://x.com/stockthoughts81/status/757595429848674304)  2016-07-25T15:16Z 11.2K followers, [--] engagements


"Some interesting comments from Klarman on valuation and ROIC/WACC. Wish he had touched a bit more on the ROIC side"  
[X Link](https://x.com/stockthoughts81/status/815010485464694788)  2016-12-31T01:43Z 11.2K followers, [--] engagements


"$CGNX moat/barriers to entry"  
[X Link](https://x.com/stockthoughts81/status/833484054553051138)  2017-02-20T01:10Z 11.2K followers, [--] engagements


"Can't recommend the @naval @farnamstreet interview highly enough. Great insight on happiness decision making etc. https://www.farnamstreetblog.com/wp-content/uploads/2017/02/Naval-Ravikant-TKP.pdf https://www.farnamstreetblog.com/wp-content/uploads/2017/02/Naval-Ravikant-TKP.pdf"  
[X Link](https://x.com/stockthoughts81/status/861364686331293697)  2017-05-07T23:38Z 11.2K followers, [---] engagements


"Mark Yusko on what it takes to be a great analyst vs portfolio manager"  
[X Link](https://x.com/stockthoughts81/status/868667792731537408)  2017-05-28T03:18Z 11.2K followers, [--] engagements


"@jessefelder interviews Eric Cinnamond (did 10.5% from '98-'16 while holding 40% cash) on absolute return investing https://soundcloud.com/superinvestors/2-eric-cinnamond-on-the-value-of-absolute-return-investing https://soundcloud.com/superinvestors/2-eric-cinnamond-on-the-value-of-absolute-return-investing"  
[X Link](https://x.com/stockthoughts81/status/870493876561235969)  2017-06-02T04:14Z 11.2K followers, [--] engagements


"How To Get A Value Investing Job From A State School (Or Other Non-Traditional Background) http://www.askeladdencapital.com/how-to-get-a-value-investing-job-from-a-state-school/ http://www.askeladdencapital.com/how-to-get-a-value-investing-job-from-a-state-school/"  
[X Link](https://x.com/stockthoughts81/status/876614297169821697)  2017-06-19T01:35Z 11.2K followers, [--] engagements


"DCFs and Probabilities: How to Apply Them in Practice Not Theory - @GeoffGannon https://www.gurufocus.com/news/570207/dcfs-and-probabilities-how-to-apply-them-in-practice--not-theory https://www.gurufocus.com/news/570207/dcfs-and-probabilities-how-to-apply-them-in-practice--not-theory"  
[X Link](https://x.com/stockthoughts81/status/912130219401768960)  2017-09-25T01:42Z 11.2K followers, [--] engagements


"Alluvial Capital 2Q17 letter (7/21/17). Seems like an interesting fund with a unique approach and original ideas http://alluvialcapital.com/wp-content/uploads/2017/07/Alluvial-Capital-Management-Q2-2017-Letter-to-Partners-7.21.2017.pdf http://alluvialcapital.com/wp-content/uploads/2017/07/Alluvial-Capital-Management-Q2-2017-Letter-to-Partners-7.21.2017.pdf"  
[X Link](https://x.com/stockthoughts81/status/919994449404579845)  2017-10-16T18:32Z 11.2K followers, [--] engagements


"Solid interview w @UpslopeCapital https://seekingalpha.com/article/4113351-pro-weekly-digest-upslope-capital-management-short-selling-quality-longs https://seekingalpha.com/article/4113351-pro-weekly-digest-upslope-capital-management-short-selling-quality-longs"  
[X Link](https://x.com/stockthoughts81/status/926858955736961024)  2017-11-04T17:09Z 11.2K followers, [--] engagements


"MITIMCo Ten Year Alumni Letter (Feb. 2017) http://www.mitimco.org/wp-content/uploads/2017/03/MITIMCo-Alumni-Letter.pdf http://www.mitimco.org/wp-content/uploads/2017/03/MITIMCo-Alumni-Letter.pdf"  
[X Link](https://x.com/stockthoughts81/status/941027406839799808)  2017-12-13T19:29Z 11.2K followers, [--] engagements


"Askeladden 4Q17 letter including thoughts on concentration. Currently 37% position in $FC and 23% in $LQDT http://www.askeladdencapital.com/wp-content/uploads/2018/01/2018-01-10-Askeladden-Capital-Q4-2017-Letter.pdf http://www.askeladdencapital.com/wp-content/uploads/2018/01/2018-01-10-Askeladden-Capital-Q4-2017-Letter.pdf"  
[X Link](https://x.com/stockthoughts81/status/952722726590074880)  2018-01-15T02:02Z 11.2K followers, [--] engagements


"1961 Buffett Partnership Letter - three kinds of investments"  
[X Link](https://x.com/stockthoughts81/status/954899718529744896)  2018-01-21T02:13Z 11.2K followers, [--] engagements


"Wiedower Capital [----] shareholder letter http://wiedowercapital.com/files/Letter2017.pdf http://wiedowercapital.com/files/Letter2017.pdf"  
[X Link](https://x.com/stockthoughts81/status/975430194562568193)  2018-03-18T17:54Z 11.2K followers, [--] engagements


"Greenblatt CBS lecture (2005). Topics include following spin offs: Marriott Sara Lee American Express Sears https://youtu.be/eKSai_nvEcslist=PLePzkS7otuAp6pr5deoHnYC_Ns1O100EN https://youtu.be/eKSai_nvEcslist=PLePzkS7otuAp6pr5deoHnYC_Ns1O100EN"  
[X Link](https://x.com/stockthoughts81/status/986124038081785856)  2018-04-17T06:07Z 11.2K followers, [--] engagements

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