Brian Robben ✓

@brianjrobben · joined 28 Sep 2014

Concentrated public-markets investor. Weekly research on exceptional businesses. ↓

11 325Followers

111Following

807Posts total

1.4KViews on collected posts

Derniers posts

Brian Robben ✓@brianjrobben23 Sep

Meta Connect is today. I'm not watching for the headset demo. I want to see one number: real engagement on Muse. It just passed Threads, WhatsApp, and Facebook in daily US downloads per @alexandr_wang. Downloads are cheap, but daily use is a big deal. Disclosure: long $META. 79 views · 0 likes · 0 reposts · 0 replies Open on X →

Brian Robben ✓@brianjrobben22 Sep

Every buyback announcement gets treated as good news. It shouldn't be. A company can grow EPS 19% through repurchases while destroying shareholder wealth, if it overpays. This week's letter breaks down the math, including Visa buying its own shares at 29x earnings. 101 views · 0 likes · 0 reposts · 0 replies Open on X →

Brian Robben ✓@brianjrobben21 Sep

Put log #1, outstanding cash-secured puts: $V $355, $MCO $450, both expiring Oct 16. Every strike sits inside my buy zone; every one is a paid limit order, not income. I'll post what happens at expiry: assigned, expired, or rolled. Verifiable process beats opinions. 196 views · 0 likes · 0 reposts · 0 replies Open on X →

Brian Robben ✓@brianjrobben21 Sep

Two exchange toll roads... two different lanes. $ICE is buying MarketAxess, expected to close in the first half of 2027. Same toll-road logic: as more bond trading goes electronic, more of it crosses ICE's network, and ICE collects on every crossing. $CME doesn't need an 539 views · 1 likes · 0 reposts · 0 replies Open on X →

Brian Robben ✓@brianjrobben11 Sep

$GE sells the engine once. The economics can last for decades. GE Aerospace has roughly 50,000 commercial engines installed globally. Those engines can stay in service for decades, generating parts, maintenance, repairs, and shop-visit revenue. That installed base is what makes 447 views · 2 likes · 0 reposts · 0 replies Open on X →

Face aux comptes de taille comparable

5 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. touche moins de monde que les comptes de taille comparable.

Vues médianes196ce compte924médiane pour 10K–100K

Portée, %1.73%ce compte3.62%médiane pour 10K–100K

Engagement, %0.00%ce compte1.52%médiane pour 10K–100K

Indicateur	Ce compte	Médiane pour 10K–100K	Rapport
Vues médianes par post	196	924	0.21×
Portée (vues ÷ abonnés)	1.73%	3.62%	0.48×
Taux d'engagement	0.00%	1.52%	0.00×

Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

44711 Sep

53921 Sep

196

10122 Sep

7923 Sep

Last 5 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.45%11 Sep

0.37%21 Sep

0.00%

0.00%22 Sep

0.00%23 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes60.0%3 in total

Quotes20.0%1 in total

Bookmarks20.0%1 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.