[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @teechongyen The stock broker investor The stock broker investor posts on X about $deck, $fi, $cprt, $baba the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::28974374/interactions)  - X Week XXXXXX +81% - X Month XXXXXXX +14% - X Months XXXXXXX +33% ### Mentions: XX [#](/creator/twitter::28974374/posts_active)  - X Week XX +54% - X Month XXX -XX% - X Months XXX -XX% ### Followers: XXXXX [#](/creator/twitter::28974374/followers)  - X Week XXXXX +2% - X Month XXXXX +9.80% - X Months XXXXX +83% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::28974374/influencer_rank)  ### Social Influence [#](/creator/twitter::28974374/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [technology brands](/list/technology-brands) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [countries](/list/countries) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$deck](/topic/$deck) #7, [$fi](/topic/$fi) #24, [$cprt](/topic/$cprt) #48, [$baba](/topic/$baba) #146, [$pypl](/topic/$pypl) #2010, [$hal](/topic/$hal) #8, [$oxy](/topic/$oxy) #26, [$crox](/topic/$crox) #2, [stocks](/topic/stocks) 0.72%, [$byd](/topic/$byd) #5 **Top accounts mentioned or mentioned by** [@qualityinvest5](/creator/undefined) [@grok](/creator/undefined) [@suericgp](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@shivamkashan](/creator/undefined) [@tacticzh](/creator/undefined) [@holysmokas](/creator/undefined) [@investseekers](/creator/undefined) [@saynototrading](/creator/undefined) [@mikefritzell](/creator/undefined) [@barchart](/creator/undefined) [@investingichina](/creator/undefined) [@mylordbebo](/creator/undefined) [@thestockbro](/creator/undefined) [@deepicevalue](/creator/undefined) [@adamkhootrader](/creator/undefined) [@chickythink](/creator/undefined) [@gabgrowth](/creator/undefined) [@finchatio](/creator/undefined) [@brainiaczen](/creator/undefined) **Top assets mentioned** [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Fiserv, Inc. (FI)](/topic/$fi) [Copart, Inc. (CPRT)](/topic/$cprt) [Alibaba Group (BABA)](/topic/$baba) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Halliburton Company (HAL)](/topic/$hal) [Oxygen (OXY)](/topic/$oxy) [Crocs, Inc. (CROX)](/topic/$crox) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Neurobro (BRO)](/topic/$bro) [Adobe, Inc. (ADBE)](/topic/$adbe) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [UnitedHealth Group (UNH)](/topic/$unh) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Moody's Corporation (MCO)](/topic/$mco) [Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Novo-Nordisk (NVO)](/topic/$nvo) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Cream (CRM)](/topic/$crm) [Nike Inc (NKE)](/topic/$nke) [Mastercard, Inc. (MA)](/topic/$ma) [Factset Research Systems, Inc. (FDS)](/topic/$fds) [Netflix Inc (NFLX)](/topic/$nflx) [MercadoLibre Inc (MELI)](/topic/$meli) [Shopify Inc (SHOP)](/topic/$shop) [Walmart, Inc. (WMT)](/topic/$wmt) [Microsoft Corp. (MSFT)](/topic/$msft) [Costco Hot Dog (COST)](/topic/$cost) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [PoolTogether (POOL)](/topic/$pool) [Lowes Companies Inc (LOW)](/topic/$low) [S&P Global Inc (SPGI)](/topic/$spgi) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Target Corporation (TGT)](/topic/$tgt) [Charter Communications Inc (CHTR)](/topic/$chtr) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Western Union Co (WU)](/topic/$wu) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Paypex (PAYX)](/topic/$payx) [H&R Block, Inc. (HRB)](/topic/$hrb) [Salesforce Inc (CRM)](/topic/salesforce) [Wells Fargo & Co (WFC)](/topic/$wfc) [4 (FOUR)](/topic/$four) ### Top Social Posts [#](/creator/twitter::28974374/posts) --- Top posts by engagements in the last XX hours ".therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025. $ASML management call on weakness in China" [X Link](https://x.com/teechongyen/status/1978352180722634988) [@teechongyen](/creator/x/teechongyen) 2025-10-15T06:48Z 2984 followers, 1130 engagements "Large drawdown on Chris Mayers position on $CSU.TO $CPRT $LMN.V $TOI.V He wrote on his blog on how to approach drawdowns" [X Link](https://x.com/teechongyen/status/1971743445082685581) [@teechongyen](/creator/x/teechongyen) 2025-09-27T01:07Z 2982 followers, 3642 engagements "At the same time $CROX wrote off 737mil for Heydude impairment" [X Link](https://x.com/teechongyen/status/1976641121972613449) [@teechongyen](/creator/x/teechongyen) 2025-10-10T13:29Z 2982 followers, XXX engagements "Another Chris Mayer's stock in drawdown mode. Brown & Brown $BRO Current Fwd PE XXXX #100bagger" [X Link](https://x.com/teechongyen/status/1979000696729997466) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:45Z 2984 followers, 1288 engagements ""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time. The problem is few human beings have that kind of discipline." -Charlie Munger Move aside $NKE $LULU $CROX. Here comes $DECK XX year median: ROE XXXX% ROIC XXXX% XX year CAGR: Revenue XXXX% FCF XXXX% EPS XXXX No Debt. Current forward PE 16" [X Link](https://x.com/teechongyen/status/1975729057905189030) [@teechongyen](/creator/x/teechongyen) 2025-10-08T01:04Z 2982 followers, 12.2K engagements "@GhzResearch Oh yes better switch some to $BYDDF" [X Link](https://x.com/teechongyen/status/1976872279398400503) [@teechongyen](/creator/x/teechongyen) 2025-10-11T04:47Z 2983 followers, XX engagements "Warren owns 2.75B of $SIRI more than his ownership for $MA Mastercard $AMZN Amazon and $UNH" [X Link](https://x.com/teechongyen/status/1978391096326582292) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:22Z 2983 followers, XXX engagements "$BYD $BYDDF announced its largest vehicle recall to date impacting over 115000 vehicles due to safety-related design and battery issues flagged by Chinas State Administration for Market Regulation. The recall includes 44535 units of the Tang series produced from March 2015 to July 2017 to address component design flaws that may lead to abnormal functionality" [X Link](https://x.com/teechongyen/status/1979093216021614698) [@teechongyen](/creator/x/teechongyen) 2025-10-17T07:52Z 2983 followers, XXX engagements "$BABA $9988.HK Price to HKD180 soon" [X Link](https://x.com/teechongyen/status/1970690174133977583) [@teechongyen](/creator/x/teechongyen) 2025-09-24T03:22Z 2977 followers, 1753 engagements "FactSet Research Systems $FDS Great company. High ROIC high margin consistent growth business undergoes PE normalization after guidance disappoint. Negative return after holdings for X years due to elevated PE. PE dip below XX now. Any takers" [X Link](https://x.com/teechongyen/status/1970320569045565823) [@teechongyen](/creator/x/teechongyen) 2025-09-23T02:53Z 2984 followers, 2548 engagements "$CSU $CSU.TO Which metric are u using to value this company and why Base on the current price of CAD3660 Price to FCFA2S: Approximately 35.4x. Price to FCF: Approximately 23.5x" [X Link](https://x.com/teechongyen/status/1972554542836531392) [@teechongyen](/creator/x/teechongyen) 2025-09-29T06:50Z 2979 followers, XXX engagements "@EquityBrian I will be monitoring their cash burn on instant delivery competition between JD vs Meituan vs $BABA" [X Link](https://x.com/teechongyen/status/1974313651634065854) [@teechongyen](/creator/x/teechongyen) 2025-10-04T03:20Z 2983 followers, XXX engagements "@DividendDynasty Looking to add this bro too" [X Link](https://x.com/teechongyen/status/1975929354044788942) [@teechongyen](/creator/x/teechongyen) 2025-10-08T14:20Z 2977 followers, XXX engagements "@BrianFeroldi @grok refine the cash management strategy after back test the statistics of market drawdown" [X Link](https://x.com/teechongyen/status/1978593683512717724) [@teechongyen](/creator/x/teechongyen) 2025-10-15T22:47Z 2978 followers, XXX engagements "@HolySmokas @Grok what are the X stocks" [X Link](https://x.com/teechongyen/status/1978626594777514341) [@teechongyen](/creator/x/teechongyen) 2025-10-16T00:58Z 2978 followers, 1409 engagements "I m thinking some of the reason $AMZN has been underperforming lately. $AMZN actually will be directly hurt by tariff. Plus the US government shutdown will affect consumer discretionary spending. $AMZN also face strong competitor such as $MELI $SHOP $GOOGL $MSFT $WMT $COST $NFLX $AMZN AWSa size is making their growth relatively harder compared to its competitors. Number of shares for $AMZN keeps increasing and existing shareholder keeps get diluted. Jeff Bezos and his ex wife also treat $AMZN like their ATM. Sell in it from time to time to fund their other interest" [X Link](https://x.com/teechongyen/status/1978685913040597246) [@teechongyen](/creator/x/teechongyen) 2025-10-16T04:54Z 2979 followers, XXX engagements "$FI 2025 FCF guidance is 5.5B. Current market cap 67.5B Price/FCF = 12" [X Link](https://x.com/teechongyen/status/1978732191812055223) [@teechongyen](/creator/x/teechongyen) 2025-10-16T07:58Z 2983 followers, XXX engagements "@QualityInvest5 @weary_centurion I would love to see $PYPl get to double digit revenue growth" [X Link](https://x.com/teechongyen/status/1979194226014588989) [@teechongyen](/creator/x/teechongyen) 2025-10-17T14:34Z 2983 followers, XXX engagements "Imagine how much more return David Tepper would have if he did not reduce his Chinese stock exposure. $BABA $JD $PDD" [X Link](https://x.com/teechongyen/status/1967752091872661672) [@teechongyen](/creator/x/teechongyen) 2025-09-16T00:47Z 2982 followers, 8919 engagements "$ADBE and $CPRT Both are competing for my capital. Which one will you choose Profitability & Capital Returns Adobe is a high ROIC / high margin business given its software and cloud model; it converts incremental revenue to profit very efficiently. Copart is solid in its domain with good margins but its ROIC is lower and reinvestment costs are higher. Growth vs Scale Adobe has possibly more room in AI document workflows digital content creation sectors but also faces strong competition and potential saturation. Coparts growth is more tied to physical/industrial tailwinds (insurance losses" [X Link](https://x.com/teechongyen/status/1968863342640160900) [@teechongyen](/creator/x/teechongyen) 2025-09-19T02:22Z 2982 followers, XXX engagements "Warren Buffett think $MCO Moody is probably still a good business. It probable. Not confirmed" [X Link](https://x.com/teechongyen/status/1969416559803449494) [@teechongyen](/creator/x/teechongyen) 2025-09-20T15:01Z 2980 followers, XXX engagements "Charlie Munger thinks rating agencies like Moody $MCO are hammering every problem like a nail" [X Link](https://x.com/teechongyen/status/1969417486090322056) [@teechongyen](/creator/x/teechongyen) 2025-09-20T15:04Z 2982 followers, XXX engagements "Oil counters breaking out. $HAL $OXY" [X Link](https://x.com/teechongyen/status/1970491794761883941) [@teechongyen](/creator/x/teechongyen) 2025-09-23T14:13Z 2980 followers, XXX engagements "$HAL Halliburton did a ascending triangle bullish break. Price to FCF is about XX Price to earnings is XX ROIC is in the range of 10-15% for the last X years" [X Link](https://x.com/teechongyen/status/1970688932800274557) [@teechongyen](/creator/x/teechongyen) 2025-09-24T03:17Z 2980 followers, XXX engagements "Anyone notice Chris Mayer's holding had been tanking a little lately $CPRT $BRO $CMG $CSU" [X Link](https://x.com/teechongyen/status/1971083420295118984) [@teechongyen](/creator/x/teechongyen) 2025-09-25T05:24Z 2985 followers, 1111 engagements "Long $XOM $OXY $HAL $CVX" [X Link](https://x.com/teechongyen/status/1971129516547555751) [@teechongyen](/creator/x/teechongyen) 2025-09-25T08:27Z 2980 followers, 1053 engagements "@TSOH_Investing Does that mean we will have a lot of careless buy from Berkshire $POOL $UNH $CVX" [X Link](https://x.com/teechongyen/status/1971468353161273488) [@teechongyen](/creator/x/teechongyen) 2025-09-26T06:54Z 2982 followers, XXX engagements "$OXY broke the bottom channel with huge volume after selling one of their "crown jewell" to $BRK.B to reduce debt. Tough company to own" [X Link](https://x.com/teechongyen/status/1973932240020385972) [@teechongyen](/creator/x/teechongyen) 2025-10-03T02:04Z 2980 followers, 1661 engagements "@blakestonks I see u like $LOW a lot" [X Link](https://x.com/teechongyen/status/1976453596549177812) [@teechongyen](/creator/x/teechongyen) 2025-10-10T01:03Z 2983 followers, XXX engagements "$ADBE major support is tested again" [X Link](https://x.com/teechongyen/status/1976845504442245271) [@teechongyen](/creator/x/teechongyen) 2025-10-11T03:01Z 2983 followers, 1213 engagements "@F_Compounders @grok tell me is similarities and differences current $CROX and $DECK investment opportunities with Timberlands" [X Link](https://x.com/teechongyen/status/1976961061518709223) [@teechongyen](/creator/x/teechongyen) 2025-10-11T10:40Z 2984 followers, XXX engagements "Next few weeks shopping list: X. $GOOGL XXX X. $PYPL XX X. $BABA XXX X. $EVVTY XX X. $ADBE XXX X. $SPGI XXX X. $DECK XX X. $NVO XX X. $BYD HKD100 XX. $BRK.B XXX What will you add or remove. Criteria mainly revolve around steady growth stock with forward PE XX and strong balance sheet" [X Link](https://x.com/teechongyen/status/1976974398486986960) [@teechongyen](/creator/x/teechongyen) 2025-10-11T11:33Z 2984 followers, 2697 engagements "@DeepIceValue No more Chinese exposure. First $BABA was sold after Charlie is gone at Daily Jornal. Then $BYD was sold by either WB or Greg" [X Link](https://x.com/teechongyen/status/1977301228733481203) [@teechongyen](/creator/x/teechongyen) 2025-10-12T09:12Z 2982 followers, XXX engagements "$BYD $BYDDY $BYDDF Revenue growth more than XX% per year. High ROIC Net cash Founders owns above XX% Founder is a fanatic hardworking genius (According to Charlie Munger) Number X in EV in China and the world Number X in battery market after $CATL Current price of HKD104+- is at a major support" [X Link](https://x.com/teechongyen/status/1977560029126595055) [@teechongyen](/creator/x/teechongyen) 2025-10-13T02:20Z 2980 followers, 1851 engagements "@DeepIceValue $TTD" [X Link](https://x.com/teechongyen/status/1977644658491851118) [@teechongyen](/creator/x/teechongyen) 2025-10-13T07:56Z 2982 followers, XXX engagements "Interesting Stocks with PE XX with price resting at critical support. X. Target Corp $TGT X. Crocs $CROX X. Charter Comm $CHTR X. Comcast $CMCSA X. Western Union $WU X. ZIM Integrated Shipping $ZIM X. Halliburton $HAL X. Allison Transmission $ALSN" [X Link](https://x.com/teechongyen/status/1977655547399901550) [@teechongyen](/creator/x/teechongyen) 2025-10-13T08:40Z 2980 followers, XXX engagements "@JonErlichman @grok how many from the list are unprofitable" [X Link](https://x.com/teechongyen/status/1977894557728616507) [@teechongyen](/creator/x/teechongyen) 2025-10-14T00:29Z 2983 followers, 3875 engagements ""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time." High ROIC stocks that are currently near XXX weeks moving average: X. $CPRT X. $PAYX X. $DECK X. $CRM" [X Link](https://x.com/teechongyen/status/1977980929470763009) [@teechongyen](/creator/x/teechongyen) 2025-10-14T06:12Z 2980 followers, 1005 engagements "@TacticzH Murphy's Law in play for $NVO" [X Link](https://x.com/teechongyen/status/1978014778053324861) [@teechongyen](/creator/x/teechongyen) 2025-10-14T08:27Z 2982 followers, 1061 engagements "One of the weakest Warren Buffett holdings. Big sell down from channel with higher volume. Will $OXY able to find support at 36" [X Link](https://x.com/teechongyen/status/1978085970718208208) [@teechongyen](/creator/x/teechongyen) 2025-10-14T13:10Z 2984 followers, XXX engagements "Cheap cannibal stock with high ROIC to watch: X. $HRB PE11 X. $DECK PE16 X. $ALSN PE11" [X Link](https://x.com/teechongyen/status/1978087629913563456) [@teechongyen](/creator/x/teechongyen) 2025-10-14T13:16Z 2982 followers, XXX engagements "Bull market people focus on narrative. Bear market people focus on balance sheet. Current market people focus on Trumps post" [X Link](https://x.com/teechongyen/status/1978099030421889403) [@teechongyen](/creator/x/teechongyen) 2025-10-14T14:02Z 2980 followers, XXX engagements "$SIRI market cap 7.22B FCF 2025 1.15B Their target FCF for 2027 is 1.5B. No wonder Uncle Warren is buying $SIRI" [X Link](https://x.com/teechongyen/status/1978388598085779953) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:12Z 2980 followers, XXX engagements "@AustinH26415112 Warren Buffet the person who founded the word "moat" might have different opinion" [X Link](https://x.com/teechongyen/status/1978397813366198741) [@teechongyen](/creator/x/teechongyen) 2025-10-15T09:49Z 2980 followers, XX engagements "Salesforce $CRM ROIC is meh. i am curious on the hype. Please tell me the bull case" [X Link](https://x.com/teechongyen/status/1978654309643624486) [@teechongyen](/creator/x/teechongyen) 2025-10-16T02:48Z 2981 followers, XXX engagements "Biggest buy by Dodge & Cox in Q32025 is $FI Biggest sell is $WFC" [X Link](https://x.com/teechongyen/status/1978713018528899125) [@teechongyen](/creator/x/teechongyen) 2025-10-16T06:42Z 2980 followers, XXX engagements "Fiserv $FI 5X their FCF in XX years. Current price/FCF about 12" [X Link](https://x.com/teechongyen/status/1978733375423692865) [@teechongyen](/creator/x/teechongyen) 2025-10-16T08:02Z 2982 followers, 1483 engagements "We are encouraged by our strong pipeline recent client wins and the quality of our strategic initiatives and expect to deliver Fiservs 40th consecutive year of double-digit adjusted earnings per share growth. Tell me which company can produce such track record $PYPL holders should consider switching to $FI Fiserv instead" [X Link](https://x.com/teechongyen/status/1978765197071532253) [@teechongyen](/creator/x/teechongyen) 2025-10-16T10:09Z 2983 followers, 3207 engagements "Oil was once a non renewable energy source. Once u used it it is gone" [X Link](https://x.com/teechongyen/status/1978989617257845118) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:01Z 2980 followers, XXX engagements "@EquityBrian $FOUR $FI $PYPL are all cheap now" [X Link](https://x.com/teechongyen/status/1978989802595684821) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:01Z 2980 followers, XXX engagements "@2020Upstream Whats the best way to ride the oil super cycle" [X Link](https://x.com/teechongyen/status/1978990123044757878) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:03Z 2982 followers, XXX engagements "@2020Upstream Thanks for sharing. i am long a basket of oil counters. $OXY $XOM $HAL" [X Link](https://x.com/teechongyen/status/1978994187761520940) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:19Z 2981 followers, XXX engagements "@SMalikjo My accumulation plan for $BRO" [X Link](https://x.com/teechongyen/status/1979003057049362623) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:54Z 2980 followers, XX engagements "@Benioff @MylesSmithUK @Dreamforce @salesforce @grok how does Dreamforce make money" [X Link](https://x.com/teechongyen/status/1979004125430825237) [@teechongyen](/creator/x/teechongyen) 2025-10-17T01:58Z 2979 followers, XXX engagements "Singapore listed Keppel. $BN4.SI 20+ years of stagnant revenue" [X Link](https://x.com/teechongyen/status/1979034867292582227) [@teechongyen](/creator/x/teechongyen) 2025-10-17T04:00Z 2983 followers, XXX engagements "@weary_centurion true that. $PYPL has better balance sheet" [X Link](https://x.com/teechongyen/status/1979091718810079380) [@teechongyen](/creator/x/teechongyen) 2025-10-17T07:46Z 2982 followers, XXX engagements "Fiserv $FI took the elevator down XX% from March 2025 high. Last earning report $FI refine their full-year 2025 financial outlook adjusting its organic revenue growth target to approximately XX% and narrowing its adjusted EPS guidance to a range of $XXXXX to $XXXXX. Current price XXX. Is this growth stock being price like a value stock" [X Link](https://x.com/teechongyen/status/1978656737462014028) [@teechongyen](/creator/x/teechongyen) 2025-10-16T02:58Z 2985 followers, 5796 engagements "@QualityInvest5 $DECK might be a better bet. High ROIC net cash unlike $LULU management has no negative guidance" [X Link](https://x.com/teechongyen/status/1979722530308149322) [@teechongyen](/creator/x/teechongyen) 2025-10-19T01:33Z 2985 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
The stock broker investor posts on X about $deck, $fi, $cprt, $baba the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXX% technology brands XXXX% cryptocurrencies XXXX% automotive brands XXXX% countries XXXX% fashion brands XXXX%
Social topic influence $deck #7, $fi #24, $cprt #48, $baba #146, $pypl #2010, $hal #8, $oxy #26, $crox #2, stocks 0.72%, $byd #5
Top accounts mentioned or mentioned by @qualityinvest5 @grok @suericgp @joecarlsonshow @shivamkashan @tacticzh @holysmokas @investseekers @saynototrading @mikefritzell @barchart @investingichina @mylordbebo @thestockbro @deepicevalue @adamkhootrader @chickythink @gabgrowth @finchatio @brainiaczen
Top assets mentioned Deckers Outdoor, Corp. (DECK) Fiserv, Inc. (FI) Copart, Inc. (CPRT) Alibaba Group (BABA) PayPal Holdings Inc (PYPL) Halliburton Company (HAL) Oxygen (OXY) Crocs, Inc. (CROX) Boyd Gaming Corporation (BYD) Neurobro (BRO) Adobe, Inc. (ADBE) Lululemon Athletica Inc (LULU) Amazon.com, Inc. (AMZN) UnitedHealth Group (UNH) Sirius XM Holdings Inc (SIRI) Alphabet Inc Class A (GOOGL) Moody's Corporation (MCO) Exxon Mobil (XOM) Convex Finance (CVX) Berkshire Hathaway Inc Class B (BRK.B) Novo-Nordisk (NVO) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Cream (CRM) Nike Inc (NKE) Mastercard, Inc. (MA) Factset Research Systems, Inc. (FDS) Netflix Inc (NFLX) MercadoLibre Inc (MELI) Shopify Inc (SHOP) Walmart, Inc. (WMT) Microsoft Corp. (MSFT) Costco Hot Dog (COST) Chipotle Mexican Grill, Inc. (CMG) PoolTogether (POOL) Lowes Companies Inc (LOW) S&P Global Inc (SPGI) Trade Desk, Inc. (TTD) Target Corporation (TGT) Charter Communications Inc (CHTR) Comcast Corporation (CMCSA) Western Union Co (WU) ZIM Integrated Shipping Services Ltd. (ZIM) Paypex (PAYX) H&R Block, Inc. (HRB) Salesforce Inc (CRM) Wells Fargo & Co (WFC) 4 (FOUR)
Top posts by engagements in the last XX hours
".therefore our China total net sales in 2026 to decline significantly compared to our very strong business there in 2024 and 2025. $ASML management call on weakness in China"
X Link @teechongyen 2025-10-15T06:48Z 2984 followers, 1130 engagements
"Large drawdown on Chris Mayers position on $CSU.TO $CPRT $LMN.V $TOI.V He wrote on his blog on how to approach drawdowns"
X Link @teechongyen 2025-09-27T01:07Z 2982 followers, 3642 engagements
"At the same time $CROX wrote off 737mil for Heydude impairment"
X Link @teechongyen 2025-10-10T13:29Z 2982 followers, XXX engagements
"Another Chris Mayer's stock in drawdown mode. Brown & Brown $BRO Current Fwd PE XXXX #100bagger"
X Link @teechongyen 2025-10-17T01:45Z 2984 followers, 1288 engagements
""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time. The problem is few human beings have that kind of discipline." -Charlie Munger Move aside $NKE $LULU $CROX. Here comes $DECK XX year median: ROE XXXX% ROIC XXXX% XX year CAGR: Revenue XXXX% FCF XXXX% EPS XXXX No Debt. Current forward PE 16"
X Link @teechongyen 2025-10-08T01:04Z 2982 followers, 12.2K engagements
"@GhzResearch Oh yes better switch some to $BYDDF"
X Link @teechongyen 2025-10-11T04:47Z 2983 followers, XX engagements
"Warren owns 2.75B of $SIRI more than his ownership for $MA Mastercard $AMZN Amazon and $UNH"
X Link @teechongyen 2025-10-15T09:22Z 2983 followers, XXX engagements
"$BYD $BYDDF announced its largest vehicle recall to date impacting over 115000 vehicles due to safety-related design and battery issues flagged by Chinas State Administration for Market Regulation. The recall includes 44535 units of the Tang series produced from March 2015 to July 2017 to address component design flaws that may lead to abnormal functionality"
X Link @teechongyen 2025-10-17T07:52Z 2983 followers, XXX engagements
"$BABA $9988.HK Price to HKD180 soon"
X Link @teechongyen 2025-09-24T03:22Z 2977 followers, 1753 engagements
"FactSet Research Systems $FDS Great company. High ROIC high margin consistent growth business undergoes PE normalization after guidance disappoint. Negative return after holdings for X years due to elevated PE. PE dip below XX now. Any takers"
X Link @teechongyen 2025-09-23T02:53Z 2984 followers, 2548 engagements
"$CSU $CSU.TO Which metric are u using to value this company and why Base on the current price of CAD3660 Price to FCFA2S: Approximately 35.4x. Price to FCF: Approximately 23.5x"
X Link @teechongyen 2025-09-29T06:50Z 2979 followers, XXX engagements
"@EquityBrian I will be monitoring their cash burn on instant delivery competition between JD vs Meituan vs $BABA"
X Link @teechongyen 2025-10-04T03:20Z 2983 followers, XXX engagements
"@DividendDynasty Looking to add this bro too"
X Link @teechongyen 2025-10-08T14:20Z 2977 followers, XXX engagements
"@BrianFeroldi @grok refine the cash management strategy after back test the statistics of market drawdown"
X Link @teechongyen 2025-10-15T22:47Z 2978 followers, XXX engagements
"@HolySmokas @Grok what are the X stocks"
X Link @teechongyen 2025-10-16T00:58Z 2978 followers, 1409 engagements
"I m thinking some of the reason $AMZN has been underperforming lately. $AMZN actually will be directly hurt by tariff. Plus the US government shutdown will affect consumer discretionary spending. $AMZN also face strong competitor such as $MELI $SHOP $GOOGL $MSFT $WMT $COST $NFLX $AMZN AWSa size is making their growth relatively harder compared to its competitors. Number of shares for $AMZN keeps increasing and existing shareholder keeps get diluted. Jeff Bezos and his ex wife also treat $AMZN like their ATM. Sell in it from time to time to fund their other interest"
X Link @teechongyen 2025-10-16T04:54Z 2979 followers, XXX engagements
"$FI 2025 FCF guidance is 5.5B. Current market cap 67.5B Price/FCF = 12"
X Link @teechongyen 2025-10-16T07:58Z 2983 followers, XXX engagements
"@QualityInvest5 @weary_centurion I would love to see $PYPl get to double digit revenue growth"
X Link @teechongyen 2025-10-17T14:34Z 2983 followers, XXX engagements
"Imagine how much more return David Tepper would have if he did not reduce his Chinese stock exposure. $BABA $JD $PDD"
X Link @teechongyen 2025-09-16T00:47Z 2982 followers, 8919 engagements
"$ADBE and $CPRT Both are competing for my capital. Which one will you choose Profitability & Capital Returns Adobe is a high ROIC / high margin business given its software and cloud model; it converts incremental revenue to profit very efficiently. Copart is solid in its domain with good margins but its ROIC is lower and reinvestment costs are higher. Growth vs Scale Adobe has possibly more room in AI document workflows digital content creation sectors but also faces strong competition and potential saturation. Coparts growth is more tied to physical/industrial tailwinds (insurance losses"
X Link @teechongyen 2025-09-19T02:22Z 2982 followers, XXX engagements
"Warren Buffett think $MCO Moody is probably still a good business. It probable. Not confirmed"
X Link @teechongyen 2025-09-20T15:01Z 2980 followers, XXX engagements
"Charlie Munger thinks rating agencies like Moody $MCO are hammering every problem like a nail"
X Link @teechongyen 2025-09-20T15:04Z 2982 followers, XXX engagements
"Oil counters breaking out. $HAL $OXY"
X Link @teechongyen 2025-09-23T14:13Z 2980 followers, XXX engagements
"$HAL Halliburton did a ascending triangle bullish break. Price to FCF is about XX Price to earnings is XX ROIC is in the range of 10-15% for the last X years"
X Link @teechongyen 2025-09-24T03:17Z 2980 followers, XXX engagements
"Anyone notice Chris Mayer's holding had been tanking a little lately $CPRT $BRO $CMG $CSU"
X Link @teechongyen 2025-09-25T05:24Z 2985 followers, 1111 engagements
"Long $XOM $OXY $HAL $CVX"
X Link @teechongyen 2025-09-25T08:27Z 2980 followers, 1053 engagements
"@TSOH_Investing Does that mean we will have a lot of careless buy from Berkshire $POOL $UNH $CVX"
X Link @teechongyen 2025-09-26T06:54Z 2982 followers, XXX engagements
"$OXY broke the bottom channel with huge volume after selling one of their "crown jewell" to $BRK.B to reduce debt. Tough company to own"
X Link @teechongyen 2025-10-03T02:04Z 2980 followers, 1661 engagements
"@blakestonks I see u like $LOW a lot"
X Link @teechongyen 2025-10-10T01:03Z 2983 followers, XXX engagements
"$ADBE major support is tested again"
X Link @teechongyen 2025-10-11T03:01Z 2983 followers, 1213 engagements
"@F_Compounders @grok tell me is similarities and differences current $CROX and $DECK investment opportunities with Timberlands"
X Link @teechongyen 2025-10-11T10:40Z 2984 followers, XXX engagements
"Next few weeks shopping list: X. $GOOGL XXX X. $PYPL XX X. $BABA XXX X. $EVVTY XX X. $ADBE XXX X. $SPGI XXX X. $DECK XX X. $NVO XX X. $BYD HKD100 XX. $BRK.B XXX What will you add or remove. Criteria mainly revolve around steady growth stock with forward PE XX and strong balance sheet"
X Link @teechongyen 2025-10-11T11:33Z 2984 followers, 2697 engagements
"@DeepIceValue No more Chinese exposure. First $BABA was sold after Charlie is gone at Daily Jornal. Then $BYD was sold by either WB or Greg"
X Link @teechongyen 2025-10-12T09:12Z 2982 followers, XXX engagements
"$BYD $BYDDY $BYDDF Revenue growth more than XX% per year. High ROIC Net cash Founders owns above XX% Founder is a fanatic hardworking genius (According to Charlie Munger) Number X in EV in China and the world Number X in battery market after $CATL Current price of HKD104+- is at a major support"
X Link @teechongyen 2025-10-13T02:20Z 2980 followers, 1851 engagements
"@DeepIceValue $TTD"
X Link @teechongyen 2025-10-13T07:56Z 2982 followers, XXX engagements
"Interesting Stocks with PE XX with price resting at critical support. X. Target Corp $TGT X. Crocs $CROX X. Charter Comm $CHTR X. Comcast $CMCSA X. Western Union $WU X. ZIM Integrated Shipping $ZIM X. Halliburton $HAL X. Allison Transmission $ALSN"
X Link @teechongyen 2025-10-13T08:40Z 2980 followers, XXX engagements
"@JonErlichman @grok how many from the list are unprofitable"
X Link @teechongyen 2025-10-14T00:29Z 2983 followers, 3875 engagements
""If all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P XXX by a large margin over time." High ROIC stocks that are currently near XXX weeks moving average: X. $CPRT X. $PAYX X. $DECK X. $CRM"
X Link @teechongyen 2025-10-14T06:12Z 2980 followers, 1005 engagements
"@TacticzH Murphy's Law in play for $NVO"
X Link @teechongyen 2025-10-14T08:27Z 2982 followers, 1061 engagements
"One of the weakest Warren Buffett holdings. Big sell down from channel with higher volume. Will $OXY able to find support at 36"
X Link @teechongyen 2025-10-14T13:10Z 2984 followers, XXX engagements
"Cheap cannibal stock with high ROIC to watch: X. $HRB PE11 X. $DECK PE16 X. $ALSN PE11"
X Link @teechongyen 2025-10-14T13:16Z 2982 followers, XXX engagements
"Bull market people focus on narrative. Bear market people focus on balance sheet. Current market people focus on Trumps post"
X Link @teechongyen 2025-10-14T14:02Z 2980 followers, XXX engagements
"$SIRI market cap 7.22B FCF 2025 1.15B Their target FCF for 2027 is 1.5B. No wonder Uncle Warren is buying $SIRI"
X Link @teechongyen 2025-10-15T09:12Z 2980 followers, XXX engagements
"@AustinH26415112 Warren Buffet the person who founded the word "moat" might have different opinion"
X Link @teechongyen 2025-10-15T09:49Z 2980 followers, XX engagements
"Salesforce $CRM ROIC is meh. i am curious on the hype. Please tell me the bull case"
X Link @teechongyen 2025-10-16T02:48Z 2981 followers, XXX engagements
"Biggest buy by Dodge & Cox in Q32025 is $FI Biggest sell is $WFC"
X Link @teechongyen 2025-10-16T06:42Z 2980 followers, XXX engagements
"Fiserv $FI 5X their FCF in XX years. Current price/FCF about 12"
X Link @teechongyen 2025-10-16T08:02Z 2982 followers, 1483 engagements
"We are encouraged by our strong pipeline recent client wins and the quality of our strategic initiatives and expect to deliver Fiservs 40th consecutive year of double-digit adjusted earnings per share growth. Tell me which company can produce such track record $PYPL holders should consider switching to $FI Fiserv instead"
X Link @teechongyen 2025-10-16T10:09Z 2983 followers, 3207 engagements
"Oil was once a non renewable energy source. Once u used it it is gone"
X Link @teechongyen 2025-10-17T01:01Z 2980 followers, XXX engagements
"@EquityBrian $FOUR $FI $PYPL are all cheap now"
X Link @teechongyen 2025-10-17T01:01Z 2980 followers, XXX engagements
"@2020Upstream Whats the best way to ride the oil super cycle"
X Link @teechongyen 2025-10-17T01:03Z 2982 followers, XXX engagements
"@2020Upstream Thanks for sharing. i am long a basket of oil counters. $OXY $XOM $HAL"
X Link @teechongyen 2025-10-17T01:19Z 2981 followers, XXX engagements
"@SMalikjo My accumulation plan for $BRO"
X Link @teechongyen 2025-10-17T01:54Z 2980 followers, XX engagements
"@Benioff @MylesSmithUK @Dreamforce @salesforce @grok how does Dreamforce make money"
X Link @teechongyen 2025-10-17T01:58Z 2979 followers, XXX engagements
"Singapore listed Keppel. $BN4.SI 20+ years of stagnant revenue"
X Link @teechongyen 2025-10-17T04:00Z 2983 followers, XXX engagements
"@weary_centurion true that. $PYPL has better balance sheet"
X Link @teechongyen 2025-10-17T07:46Z 2982 followers, XXX engagements
"Fiserv $FI took the elevator down XX% from March 2025 high. Last earning report $FI refine their full-year 2025 financial outlook adjusting its organic revenue growth target to approximately XX% and narrowing its adjusted EPS guidance to a range of $XXXXX to $XXXXX. Current price XXX. Is this growth stock being price like a value stock"
X Link @teechongyen 2025-10-16T02:58Z 2985 followers, 5796 engagements
"@QualityInvest5 $DECK might be a better bet. High ROIC net cash unlike $LULU management has no negative guidance"
X Link @teechongyen 2025-10-19T01:33Z 2985 followers, XXX engagements
/creator/x::teechongyen