[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.] #  @zeroxpectation L L posts on X about $csu, $atd, $brk, acquisition the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::837442232235929600/interactions)  - X Week XXXXX +126% - X Month XXXXX +26% - X Months XXXXXX +445% - X Year XXXXXX +978% ### Mentions: XX [#](/creator/twitter::837442232235929600/posts_active)  - X Month XX -XXXX% - X Months XX +377% - X Year XX +227% ### Followers: XXX [#](/creator/twitter::837442232235929600/followers)  - X Week XXX +0.74% - X Month XXX +1.60% - X Months XXX +11% - X Year XXX +12% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::837442232235929600/influencer_rank)  ### Social Influence [#](/creator/twitter::837442232235929600/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [cryptocurrencies](/list/cryptocurrencies) [currencies](/list/currencies) **Social topic influence** [$csu](/topic/$csu), [$atd](/topic/$atd), [$brk](/topic/$brk), [acquisition](/topic/acquisition), [investment](/topic/investment), [$tyl](/topic/$tyl), [dividend](/topic/dividend), [financial leverage](/topic/financial-leverage), [Sentiment](/topic/sentiment), [$chas](/topic/$chas) **Top assets mentioned** [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Accenture (ACN)](/topic/$acn) [CGI Inc. (GIB)](/topic/$gib) [IBM (IBM)](/topic/ibm) [Brookfield Corporation (BN)](/topic/$bn) [Costco Hot Dog (COST)](/topic/$cost) [SAP SE (SAP)](/topic/$sap) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Microsoft Corp. (MSFT)](/topic/$msft) [Metadium (META)](/topic/$meta) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) ### Top Social Posts [#](/creator/twitter::837442232235929600/posts) --- Top posts by engagements in the last XX hours "$CSU goodwill XX% of assets 5y past cagr XX% 3y forward cagr 15-20% 6x sales $TYL goodwill XX% of assets 5y past cagr XX% 3Y forward cagr HSD 12x sales Pick your poison wisely. Not an investment advice"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945199557752840490) 2025-07-15 19:11:29 UTC XXX followers, XXX engagements "$CSU ML is comfortable with operating groups taking on financial leverage even for dividend recaps if it serves shareholders because $CSU acts as the "lender of last resort" & can underwrite the risk. He's open to mgmt teams taking higher risks to create significant wealth"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1942764344347111902) 2025-07-09 01:54:49 UTC XXX followers, XXX engagements "An underappreciated tax benefit of a concentrated portfolio: flexibility in tax-loss/gain harvesting by selecting specific lots for sale. The more diversified a portfolio is the fewer cost bases per position thus fewer tax lots to optimize limiting tax planning flexibility"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945945886233903253) 2025-07-17 20:37:07 UTC XXX followers, XXX engagements "@Luce_On_TSLA How do you view $CHAs management credibility I find it hard to assess. The stock could gain if sentiment shifts and capital flows into overlooked nameseven without strong shareholder returnsbut I wont bet on that alone. Any insights on their management style or philosophy"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1946322789088293240) 2025-07-18 21:34:48 UTC XXX followers, XX engagements "@Luce_On_TSLA Considering $CHA low capital expenditure needs & rising cash pile this stock could fly IF they initiate an aggressive buyback plan Investors dont like cash hoarders"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1946283903498723456) 2025-07-18 19:00:17 UTC XXX followers, XX engagements "$ATD $5401 Side note: convenience stores are seen as key infrastructure due to their support role during natural disasters in Japan"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945686356967260624) 2025-07-17 03:25:51 UTC XXX followers, XXX engagements "Example: Buy XXX shares @ $XXX Buy XXX @ $XX Buy XXX @ $XXX Sell XXX @ $XXX You can sell the lot purchased at $XXX realizing a $XX per-share gain instead of average cost gain of $XX (based on average cost of $100). This reduces your taxable capital gain"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945946411864105079) 2025-07-17 20:39:13 UTC XXX followers, XXX engagements "@SnippetFinance @coatuemgmt I wonder what else can beat ChatGPTs adoption rate in the future"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945518327398629885) 2025-07-16 16:18:09 UTC XXX followers, XX engagements "Key distinctions $ACN global reach strategy+tech+design big enterprises peers: McKinsey Big4 fast-moving centralized $GIB Canada & Europe centric traditional IT outsourcing govt regulated sectors peers: IBM regional IT firms conservative decentralized"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1941245391317631148) 2025-07-04 21:19:02 UTC XXX followers, XXX engagements "How big is the crypto market today How far can it go X% of global GDP X% of global bond market X% of global equity market X% of global real estate market XX% of global gold market value (above-ground reserves) 33x of global diamond market 7x of global art asset value"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945879092223750311) 2025-07-17 16:11:42 UTC XXX followers, XX engagements "$CSU Mark Leonard: I was thinking of trying to recruit Greg Abel but since the $BRK announcement less likely to pull that off"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1942714624119599509) 2025-07-08 22:37:14 UTC XXX followers, XXX engagements "In 2014 Akre clearly had a more bullish valuation view on $CSU than Mark Leonard did back"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1946004271419552184) 2025-07-18 00:29:07 UTC XXX followers, XXX engagements "I'm not sure what valuation method Akre used to determine that $CSU was attractively priced. In June 2014 $CSU was trading at 4.5x Sales (6.5x today)not exactly a screaming buy by traditional valuation standards. Does anyone know how Akre typically approaches stock valuation"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945949237457604974) 2025-07-17 20:50:26 UTC XXX followers, 2098 engagements "@RedshirtInsight $ATD is likely going to pop tomorrow especially if they announce the resumption of their share buybacks"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945659692895928425) 2025-07-17 01:39:54 UTC XXX followers, XXX engagements "Is $PGHN a swiss $BN mkt cap: $36b vs $100b bvs cagr past 10y: X% vs X% ev/ebitda: 22x vs 26x equity/debt: 0.9x vs 1.5x ROA: XX% vs X% insider ownership: XX% vs XX% $PGHN outperformed $BN since XX. But $BN valuation multiples expanded more than $PGHN in recent years"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945955710988365897) 2025-07-17 21:16:10 UTC XXX followers, XXX engagements "$CSU Mark Leonard takes a nuanced and cautious stance on share buybacksemphasizing ethics timing and alignment with intrinsic value. While $BRK Warren Buffett shares a similar perspective MLs approach is notably more philosophical and introspective"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1942677484987932999) 2025-07-08 20:09:40 UTC XXX followers, XXX engagements "$COST June sales were solid as a rock. I appreciate how they track store cannibalization - 60bps in June 70bps in May - as a KPI a level of transparency you rarely see from other retailers"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1943337745814032644) 2025-07-10 15:53:18 UTC XXX followers, XXX engagements "Who has the lowest productivity Thats likely where most of the job cuts will come from. $AMZN $NVDA $META $MSFT $GOOG $AAPL $TCEHY $SSNLF $TSM $SAP $AMZN"  [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1935871877626712098) 2025-06-20 01:26:37 UTC XXX 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.]
@zeroxpectation L
L posts on X about $csu, $atd, $brk, acquisition the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +126%
- X Month XXXXX +26%
- X Months XXXXXX +445%
- X Year XXXXXX +978%
Mentions: XX #
- X Month XX -XXXX%
- X Months XX +377%
- X Year XX +227%
Followers: XXX #
- X Week XXX +0.74%
- X Month XXX +1.60%
- X Months XXX +11%
- X Year XXX +12%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance stocks countries technology brands cryptocurrencies currencies
Social topic influence $csu, $atd, $brk, acquisition, investment, $tyl, dividend, financial leverage, Sentiment, $chas
Top assets mentioned Tyler Technologies, Inc. (TYL) Accenture (ACN) CGI Inc. (GIB) IBM (IBM) Brookfield Corporation (BN) Costco Hot Dog (COST) SAP SE (SAP) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Metadium (META) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL)
Top Social Posts #
Top posts by engagements in the last XX hours
"$CSU goodwill XX% of assets 5y past cagr XX% 3y forward cagr 15-20% 6x sales $TYL goodwill XX% of assets 5y past cagr XX% 3Y forward cagr HSD 12x sales Pick your poison wisely. Not an investment advice"
@zeroxpectation on X 2025-07-15 19:11:29 UTC XXX followers, XXX engagements
"$CSU ML is comfortable with operating groups taking on financial leverage even for dividend recaps if it serves shareholders because $CSU acts as the "lender of last resort" & can underwrite the risk. He's open to mgmt teams taking higher risks to create significant wealth" @zeroxpectation on X 2025-07-09 01:54:49 UTC XXX followers, XXX engagements
"An underappreciated tax benefit of a concentrated portfolio: flexibility in tax-loss/gain harvesting by selecting specific lots for sale. The more diversified a portfolio is the fewer cost bases per position thus fewer tax lots to optimize limiting tax planning flexibility" @zeroxpectation on X 2025-07-17 20:37:07 UTC XXX followers, XXX engagements
"@Luce_On_TSLA How do you view $CHAs management credibility I find it hard to assess. The stock could gain if sentiment shifts and capital flows into overlooked nameseven without strong shareholder returnsbut I wont bet on that alone. Any insights on their management style or philosophy" @zeroxpectation on X 2025-07-18 21:34:48 UTC XXX followers, XX engagements
"@Luce_On_TSLA Considering $CHA low capital expenditure needs & rising cash pile this stock could fly IF they initiate an aggressive buyback plan Investors dont like cash hoarders" @zeroxpectation on X 2025-07-18 19:00:17 UTC XXX followers, XX engagements
"$ATD $5401 Side note: convenience stores are seen as key infrastructure due to their support role during natural disasters in Japan" @zeroxpectation on X 2025-07-17 03:25:51 UTC XXX followers, XXX engagements
"Example: Buy XXX shares @ $XXX Buy XXX @ $XX Buy XXX @ $XXX Sell XXX @ $XXX You can sell the lot purchased at $XXX realizing a $XX per-share gain instead of average cost gain of $XX (based on average cost of $100). This reduces your taxable capital gain" @zeroxpectation on X 2025-07-17 20:39:13 UTC XXX followers, XXX engagements
"@SnippetFinance @coatuemgmt I wonder what else can beat ChatGPTs adoption rate in the future" @zeroxpectation on X 2025-07-16 16:18:09 UTC XXX followers, XX engagements
"Key distinctions $ACN global reach strategy+tech+design big enterprises peers: McKinsey Big4 fast-moving centralized $GIB Canada & Europe centric traditional IT outsourcing govt regulated sectors peers: IBM regional IT firms conservative decentralized" @zeroxpectation on X 2025-07-04 21:19:02 UTC XXX followers, XXX engagements
"How big is the crypto market today How far can it go X% of global GDP X% of global bond market X% of global equity market X% of global real estate market XX% of global gold market value (above-ground reserves) 33x of global diamond market 7x of global art asset value" @zeroxpectation on X 2025-07-17 16:11:42 UTC XXX followers, XX engagements
"$CSU Mark Leonard: I was thinking of trying to recruit Greg Abel but since the $BRK announcement less likely to pull that off" @zeroxpectation on X 2025-07-08 22:37:14 UTC XXX followers, XXX engagements
"In 2014 Akre clearly had a more bullish valuation view on $CSU than Mark Leonard did back" @zeroxpectation on X 2025-07-18 00:29:07 UTC XXX followers, XXX engagements
"I'm not sure what valuation method Akre used to determine that $CSU was attractively priced. In June 2014 $CSU was trading at 4.5x Sales (6.5x today)not exactly a screaming buy by traditional valuation standards. Does anyone know how Akre typically approaches stock valuation" @zeroxpectation on X 2025-07-17 20:50:26 UTC XXX followers, 2098 engagements
"@RedshirtInsight $ATD is likely going to pop tomorrow especially if they announce the resumption of their share buybacks" @zeroxpectation on X 2025-07-17 01:39:54 UTC XXX followers, XXX engagements
"Is $PGHN a swiss $BN mkt cap: $36b vs $100b bvs cagr past 10y: X% vs X% ev/ebitda: 22x vs 26x equity/debt: 0.9x vs 1.5x ROA: XX% vs X% insider ownership: XX% vs XX% $PGHN outperformed $BN since XX. But $BN valuation multiples expanded more than $PGHN in recent years" @zeroxpectation on X 2025-07-17 21:16:10 UTC XXX followers, XXX engagements
"$CSU Mark Leonard takes a nuanced and cautious stance on share buybacksemphasizing ethics timing and alignment with intrinsic value. While $BRK Warren Buffett shares a similar perspective MLs approach is notably more philosophical and introspective" @zeroxpectation on X 2025-07-08 20:09:40 UTC XXX followers, XXX engagements
"$COST June sales were solid as a rock. I appreciate how they track store cannibalization - 60bps in June 70bps in May - as a KPI a level of transparency you rarely see from other retailers" @zeroxpectation on X 2025-07-10 15:53:18 UTC XXX followers, XXX engagements
"Who has the lowest productivity Thats likely where most of the job cuts will come from. $AMZN $NVDA $META $MSFT $GOOG $AAPL $TCEHY $SSNLF $TSM $SAP $AMZN" @zeroxpectation on X 2025-06-20 01:26:37 UTC XXX followers, XXX engagements