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Bill ✓

@wabuffo · Bikini Bottom · joined 01 May 2010

1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.

36 040Followers
1 932Following
13 395Posts total
267.4KViews on collected posts

Posts recentes

Aggregate employment income (using Federal payroll tax withholding remits) is final for Aug. The total July-Aug pacing still slow but rebounding a little in the last 2 weeks of August. FWIW. https://t.co/bZnJYTGVTG
11.4K views · 145 likes · 12 reposts · 5 replies Open on X →
Given the surprise labor market data of a couple of weeks ago... I said I would give a flash after 2 weeks of August are in the books. The key is to look at the very bottom row outside the table that combines July with Aug mtd. The headline - employment earnings still looks h
23.6K views · 170 likes · 15 reposts · 15 replies Open on X →
My feelings about the $HQI CEO this morning: https://t.co/wuQjjvRuFo
GIF
6.3K views · 11 likes · 0 reposts · 3 replies Open on X →
$BRK https://t.co/krV2vxlsc9
18.3K views · 124 likes · 9 reposts · 3 replies Open on X →
This morning's 10-Q confirms what you had first heard here 3 weeks ago. $BRK bought back ~$7.2B of common stock in Q2+July (0.8% of common o/s). A very positive development. https://t.co/Q6zjg2Xdpi
46.8K views · 119 likes · 12 reposts · 15 replies Open on X →
@wabuffo I also have weakness in June that continues in July. https://t.co/i96HSsMSji
3.9K views · 7 likes · 0 reposts · 0 replies Open on X →
@wabuffo I had a very different result than you fwiw 2.6K views · 5 likes · 0 reposts · 2 replies Open on X →
@wabuffo interesting. mix shift possibly? https://t.co/ocgohTijHg 1.2K views · 4 likes · 3 reposts · 0 replies Open on X →
I wanted to wait for a couple of days after July month-end to post Federal tax withholding data to get around a small timing issue. The last day of any month (for which tax amounts show up on the first business day of the next month + Mondays are typically big collection http
77.5K views · 217 likes · 28 reposts · 12 replies Open on X →
lower-income wage growth, once again pacing the field secularly tight labor market will have that effect https://t.co/VeuUXM7FTq
2.6K views · 10 likes · 2 reposts · 0 replies Open on X →
@wabuffo 12,651 Class A equivalents bought back during May, June, July means it could have cost $9 billion. Dunno if buy backs were A or B shares, but $9 billion is the approximate cost. 933 views · 4 likes · 0 reposts · 1 replies Open on X →
@wabuffo My nose had it in a zone, looking forward to the 10Q, thanks for posting this, well done! 1.4K views · 6 likes · 0 reposts · 0 replies Open on X →
@wabuffo They need to be if buffet’s gonna dump his holdings sooner than originally stated to give to his charities. 1.1K views · 5 likes · 1 reposts · 0 replies Open on X →
I haven't seen this $BRK tidbit picked up on, but buried inside Buffett's annual giving 13D disclosure is something very interesting... https://t.co/0B3bmY0QKj Using WEB's 13.2% economic ownership, it looks to me like the total $BRK share count (using equivalent B-shares https:/
68K views · 217 likes · 23 reposts · 14 replies Open on X →
Last 10 years, Berkshire $BRKB vs. $SPY, the last time we were at these levels vs. the market there were heavy repurchases, euphoria vs. the market when Buffett retired https://t.co/kMSi2A53SE
1.8K views · 2 likes · 0 reposts · 0 replies Open on X →

Em comparação com contas do mesmo porte

14 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. aparece para muita gente, mas poucos desses espectadores reagem.

Mediana de visualizações5 072esta conta924mediana para 10K–100K
Alcance, %14.07%esta conta3.62%mediana para 10K–100K
Engajamento, %0.44%esta conta1.52%mediana para 10K–100K
MétricaEsta contaMediana para 10K–100KProporção
Mediana de visualizações por post5 0729245.49×
Alcance (visualizações ÷ seguidores)14.07%3.62%3.89×
Taxa de engajamento0.44%1.52%0.29×

Outras contas desta faixa →   Comparar com outra conta →   Como estas referências são construídas →

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

68K16 Jul
1.1K
1.4K
933
2.6K5 Aug
77.5K
1.2K
2.6K
3.9K6 Aug
46.8K8 Aug
18.3K
6.3K11 Aug
23.6K17 Aug
11.4K31 Aug

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.37%16 Jul
0.53%
0.42%
0.54%
0.46%5 Aug
0.33%
0.58%
0.27%
0.18%6 Aug
0.31%8 Aug
0.74%
0.22%11 Aug
0.85%17 Aug
1.42%31 Aug

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

What the audience does

Likes74.4%1 046 in total
Reposts7.5%105 in total
Replies5.0%70 in total
Bookmarks13.2%185 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.

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