Dave Waters

@alluvialcapital · Pittsburgh · joined 30 Oct 2012

Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv

27 589Followers

1 619Following

8 307Posts total

211KViews on collected posts

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Dave Waters@alluvialcapital18 Nov 2023

@alluvialcapital Sorry to read that. I have seen others voice a similar complaint but I don’t see any of those things in my feed. Is it because I stick to The Following feed? 4.5K views · 28 likes · 0 reposts · 4 replies Open on X →

Dave Waters@alluvialcapital18 Nov 2023

This place feels more like an online Klan rally every day, so I’m out. Find me on t h r e a d s, same username. Or reach out for e-mail and other socials. I’ll check DMs for a few more days. 37.9K views · 65 likes · 1 reposts · 12 replies Open on X →

Dave Waters@alluvialcapital18 Nov 2023

Going inactive until this place is under new ownership. Sad because I have made so many friends and connections here. I respect so many of you even when we disagree. But I can’t stomach the raging anti-Semitism and all the actual Neo-Nazis spreading their putrid ideology. 85.1K views · 236 likes · 3 reposts · 41 replies Open on X →

Dave Waters@alluvialcapital15 Nov 2023

@alluvialcapital TIL Taco Bell is in the Netherlands... Never seen one will have to go. 618 views · 1 likes · 0 reposts · 0 replies Open on X →

Dave Waters@alluvialcapital14 Nov 2023

@alluvialcapital That spicy issue could make a U-Haul investment savings club member earning only 4.75% feel like a used truck dolly. 759 views · 4 likes · 0 reposts · 1 replies Open on X →

Dave Waters@alluvialcapital14 Nov 2023

@alluvialcapital It is traded on the NPEX platform. Very illiquid (far less than $1,000 trading volume a day) plus killer transaction fees (0.5%). https://t.co/APgktYhaAY 973 views · 10 likes · 0 reposts · 2 replies Open on X →

Dave Waters@alluvialcapital14 Nov 2023

Today I learned Taco Bell Netherlands has a €2mm crowdfunded bond issue that yields 8.6%. ISIN: NLNP02000448. I don't think I can Live Mas until I figure out to buy this. https://t.co/FHiU9q11ww

33.8K views · 120 likes · 7 reposts · 5 replies Open on X →

Dave Waters@alluvialcapital14 Nov 2023

Seems not good for pref holders! $WHLR $WHLRD @kingdomcapadv warned about this months back. https://t.co/xKM5EJ3rQc

17K views · 20 likes · 0 reposts · 7 replies Open on X →

Dave Waters@alluvialcapital13 Nov 2023

On thrift conversions, drama at the Original Sixteen to One Mine, and an info request. https://t.co/D3XUI0TYua 9.3K views · 23 likes · 2 reposts · 5 replies Open on X →

Dave Waters@alluvialcapital13 Nov 2023

Brutal earnings season. Extrapolating here, but if my companies can earn another 8-12% of their market cap in the next 3 quarters, they'll all hit zero in late 2024. 21K views · 82 likes · 2 reposts · 5 replies Open on X →

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

21K13 Nov

9.3K

17K14 Nov

33.8K

973

759

61815 Nov

85.1K18 Nov

37.9K

4.5K

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.42%13 Nov

0.32%

0.16%14 Nov

0.39%

1.23%

0.66%

0.16%15 Nov

0.33%18 Nov

0.21%

0.70%

Reactions — likes, reposts, replies and quotes — divided by views.

What the audience does

Likes79.5%589 in total

Reposts2.0%15 in total

Replies11.1%82 in total

Quotes0.7%5 in total

Bookmarks6.7%50 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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Growth & engagement

Views per post

Engagement rate per post

What the audience does

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