# ![@wtdavenport Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::186508282.png) @wtdavenport Bill Davenport

Bill Davenport posts on X about $fds, ai, $mrp, finance the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::186508282/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::186508282/c:line/m:interactions.svg)

- [--] Week [-----] +183%
- [--] Month [-----] +2,765%
- [--] Months [-----] +22%
- [--] Year [------] +1,643%

### Mentions: [--] [#](/creator/twitter::186508282/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::186508282/c:line/m:posts_active.svg)

- [--] Week [--] +100%
- [--] Month [--] +300%
- [--] Months [--] +275%
- [--] Year [--] +500%

### Followers: [---] [#](/creator/twitter::186508282/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::186508282/c:line/m:followers.svg)

- [--] Week [---] +0.98%
- [--] Month [---] -1.40%
- [--] Months [---] +6.20%
- [--] Year [---] +53%

### CreatorRank: [---------] [#](/creator/twitter::186508282/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::186508282/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [fashion brands](/list/fashion-brands)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$fds](/topic/$fds), [ai](/topic/ai), [$mrp](/topic/$mrp), [finance](/topic/finance), [$fisv](/topic/$fisv), [$lulu](/topic/$lulu), [$vfc](/topic/$vfc), [upside](/topic/upside), [elon musk](/topic/elon-musk), [doge](/topic/doge)

**Top assets mentioned**
[Factset Research Systems, Inc. (FDS)](/topic/$fds) [Millrose Properties, Inc. (MRP)](/topic/$mrp) [Fiserv Inc (FISV)](/topic/$fisv) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [VF Corp (VFC)](/topic/$vfc) [Dogecoin (DOGE)](/topic/doge) [Verisign, Inc. (VRSN)](/topic/$vrsn) [Oxygen (OXY)](/topic/$oxy) [Fiserv, Inc. (FI)](/topic/$fi) [Novo-Nordisk (NVO)](/topic/$nvo) [Charter Communications Inc (CHTR)](/topic/$chtr) [Canadian National Railway (CNI)](/topic/$cni) [Clorox Co (CLX)](/topic/$clx) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Adobe, Inc. (ADBE)](/topic/$adbe) [S&P Global Inc (SPGI)](/topic/$spgi) [Ralph Lauren Corp (RL)](/topic/$rl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Initiated new position in $VFC. I'm more optimistic about the brands and revenue upside 3-5 years out vs. current market expectations. And stock is priced based on [--] growth expectation"  
[X Link](https://x.com/anyuser/status/1689308258194866177)  2023-08-09T16:10Z [--] followers, [---] engagements


"@Celtics_Junkies @CelticsCLNS Love JT but that push off should have been called"  
[X Link](https://x.com/wtdavenport/status/1859325696298123406)  2024-11-20T19:59Z [---] followers, [----] engagements


"@Jason Proxy advisory for individual investors. No woke/ESG bias. Voting automation to increase voice in corporate governance"  
[X Link](https://x.com/wtdavenport/status/1865245243227897906)  2024-12-07T04:01Z [---] followers, [--] engagements


"@elonmusk @DOGE The increased confidence in the US and resulting lower interest rates will benefit both fixed income and equity investors"  
[X Link](https://x.com/wtdavenport/status/1889743238862434409)  2025-02-12T18:27Z [---] followers, [--] engagements


"The 13f filings are delayed. Have to file by [--] days after quarter end. These April buys wont show till mid Aug. However when an institution is 5% and for any 1% change thereafter they have to file a 13d or 13g. Brk was buying $VRSN in Feb which has moved higher. As other posters mentioned $OXY has also seen a lot of buying in past year at prices in low $50s. $OXY is at $44 ish today"  
[X Link](https://x.com/wtdavenport/status/1907842034188083555)  2025-04-03T17:06Z [---] followers, [----] engagements


"@OtterMarket The way I think of this is if you own a mix of dividend stocks that have a weighted average yield (after taxes) that produces cash flow expense you are then at financial independence. Imperial Brands as mentioned is a good example. Just have to ensure payout is sustainable"  
[X Link](https://x.com/wtdavenport/status/1919435380438282608)  2025-05-05T16:53Z [---] followers, [---] engagements


"Looks like $MRP was recently updated on Yahoo Finance (and likely other sites) to properly reflect their dividend yield (nearly 10%). Up until the most recent dividend they had only paid a partial quarter due to the timing of the spinoff so the yield was artificially low"  
[X Link](https://x.com/wtdavenport/status/1943377116109627488)  2025-07-10T18:29Z [---] followers, [--] engagements


"Excellent post - super helpful to have the combo of price action valuation insider activity and transcripts. I see that $MRP has already popped a bit - now up to $26.41 or 15% above insider purchases. It's also interesting that the stated dividend yield on Yahoo Finance of 1.5% is inaccurate (based on only knowing about a partial quarter dividend) and the correct one (potentially $2.60/year / [-----] stock price or 9%) is in line with your calculations. I bet when that gets fixed we'll see even more interest in this name. https://twitter.com/i/web/status/1905339977820766433"  
[X Link](https://x.com/wtdavenport/status/1905339977820766433)  2025-03-27T19:23Z [---] followers, [----] engagements


"@chamath $VYM is a safer bet"  
[X Link](https://x.com/wtdavenport/status/1975699356628988277)  2025-10-07T23:06Z [---] followers, [---] engagements


"@sigmazerocap Agreed there are a lot of good deals out there now. $FI $FDS quite a few in consumer products and energy as well. I think we'll see more acquisition activity in 2026"  
[X Link](https://x.com/wtdavenport/status/1986071870223818849)  2025-11-05T14:03Z [---] followers, [---] engagements


"Setting aside the issues raised below about transferring a mortgage to a buyer with worse credit lenders have assumptions baked in to prior originations as to likely mortgage duration (some people will move/payoff a mortgage even if the interest rate is market) allowing them to originate at higher rates. Just can't see a way to get to a win-win-win here for lender buyer and seller"  
[X Link](https://x.com/wtdavenport/status/1988243157847331056)  2025-11-11T13:51Z [---] followers, [---] engagements


"@DeepSailCapital I've recently added $NVO $CHTR $FDS $FISV $CNI and will probably also initiate $CLX. Overall view is reasonable valuations / dividends of high quality names that are currently out of favor but still have at least modest growth forecast in the years ahead"  
[X Link](https://x.com/wtdavenport/status/1990618727495200972)  2025-11-18T03:11Z [---] followers, [----] engagements


"I just expanded with a new "Contests" page. The first proxy contest added is Lululemon $LULU. I had four major AI models (Claude Gemini Grok OpenAI) evaluate the activist filings as well as management's filing and provide an analysis. Then I asked Claude to compare/contrast the individual filings into a nonsense view. Super interesting to see how the different AI models evaluated the situation. The site is a free site and the AI analysis is not investment advice or a recommendation. The intent of providing this content is to help retail investors who are without the benefit of paid proxy"  
[X Link](https://x.com/wtdavenport/status/2008651556007051313)  2026-01-06T21:27Z [---] followers, [--] engagements


"I just did a simplified version of this on the $LULU Lululemon proxy fight. Fed the SEC filings to [--] major models asked each to analyze the filings then asked Claude to compare/contrast the answers. Very interesting to see areas of similarity and differences. https://www.proxyanalyst.com/contests https://www.proxyanalyst.com/contests"  
[X Link](https://x.com/wtdavenport/status/2008661933675991277)  2026-01-06T22:08Z [---] followers, [--] engagements


"@jbulltard1 About to add to both $FISV and $FDS"  
[X Link](https://x.com/wtdavenport/status/2019268144913621214)  2026-02-05T04:33Z [---] followers, [---] engagements


"@FundamentEdge 100% agree. Bought more $FDS yesterday"  
[X Link](https://x.com/wtdavenport/status/2019875614908641286)  2026-02-06T20:47Z [---] followers, [---] engagements


"@Fierce__beast @firstadopter lol on reducing the value prop to simply pulling data from SEC filings"  
[X Link](https://x.com/wtdavenport/status/2019890322348609844)  2026-02-06T21:45Z [---] followers, [---] engagements


"@TheOwnersEquity I think you are spot on. But still pretty highly valued. Personally I like $FDS and $TEAM better"  
[X Link](https://x.com/wtdavenport/status/2019948534636687555)  2026-02-07T01:37Z [---] followers, [---] engagements


"It's a good comp structure. I was curious as to how he did during his time at HP. Here's what Grok says."In summary Lores navigated HP through a transformative period with strategic pivots (e.g. AI PCs services growth) achieving revenue stabilization after declinesbut financial metrics were mixed and shareholder returns were modest compared to market benchmarks contributing to recent sentiment challenges around his exit." https://twitter.com/i/web/status/2021662038703940083 https://twitter.com/i/web/status/2021662038703940083"  
[X Link](https://x.com/wtdavenport/status/2021662038703940083)  2026-02-11T19:06Z [---] followers, [----] engagements


"@Mindset4Money_X Picked up $ADBE today"  
[X Link](https://x.com/wtdavenport/status/2021736190949335351)  2026-02-12T00:00Z [---] followers, [---] engagements


"@ActAccordingly per Grok. "While tech layoffs surged (e.g. Workday's 400-job cut) evidence of SBC reductions remains scarce; startups are quietly trimming equity grants outside AI firms but public software giants show no such commitments per recent reports.""  
[X Link](https://x.com/wtdavenport/status/2021948455154057231)  2026-02-12T14:04Z [---] followers, [--] engagements


"@BourbonCap I was curious as to other buys by Hubert. I don't see any others in $SPGI (making this one ever more significant imo). But I do see a purchase in $RL of significant size back in [----] - $RL has 3.5x'd since then. So good track record there"  
[X Link](https://x.com/wtdavenport/status/2022360952260497704)  2026-02-13T17:23Z [---] followers, [---] engagements

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