@ActAccordingly Avatar @ActAccordingly PAA Research

PAA Research posts on X about $ostk, in the, company, over the the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 47.24% finance 30.31% cryptocurrencies 15.75% technology brands 6.69% exchanges 4.72% countries 4.33% social networks 1.18% financial services 0.39% currencies 0.39% vc firms 0.39%

Social topic influence $ostk 14.96%, in the 9.45%, company 4.72%, over the 4.72%, growth 3.94%, stocks 3.94%, $byon 3.94%, market 3.54%, crypto 3.54%, $ostks 3.54%

Top accounts mentioned or mentioned by @tzero @alderlaneeggs @marcuslemonis @mediciventures @consensusgurus @jjohnsonnow @bittglobal @pelionvp @alankonevsky @grainchainio @herbgreenberg @tzeros @cedarstresearch @voatz @fundstrat @hiddenpivots @hedgefundgirl @benrabidoux @gemini @bstxllc

Top assets mentioned Bed Bath & Beyond Inc (BBBY) Camping World Holdings, Inc. (CWH) Zillow Group, Inc. (ZG) Adtalem Global Education Inc. Common Shares (ATGE) Rocket Companies, Inc. (RKT) CoStar Group, Inc. (CSGP) Opendoor Technologies Inc Common Stock (OPEN) Wormhole (W) Mastercard, Inc. (MA) Compound (COMP) Generac Holdings Inc. (GNRC) Aramark (ARMK) AMC Entertainment Holdings, Inc. (AMC) Equilibria Finance (EQB) Wynn Resorts, Limited (WYNN) Synchrony Financial (SYF) Amazon.com, Inc. (AMZN) Coinbase Global Inc. (COIN) NVR, Inc. (NVR) Academy Sports & Outdoors, Inc. (ASO) Ally Financial, Inc. (ALLY) Catcoin (CATS) Trex Company, Inc. (TREX) Grand Canyon Education, Inc (LOPE) Strategic Education, Inc. Common Stock (STRA) Blackstone, Inc. (BX) Doug The Duck (DOUG) eXp World Holdings, Inc. Common Stock (EXPI) Alphabet Inc Class A (GOOGL) Kroger Co (KR) VF Corp (VFC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Shareholder value DESTRUCTION by way of stock buybacks champion of this earnings season: $HOG. Who's running IR over there Highlighting the 44MM shares repurchased over the past 4-5 years at MUCH higher levels while guiding to an operating loss for FY26 is the kind of messaging that has shareholders hate selling your stock. $HOG set to break through the COVID19 lows at the open. Lots of issues for this biz: secular demand leverage operational inefficiencies tariffs. At least channel inventories are lean. https://twitter.com/i/web/status/2021224285734306103"
X Link 2026-02-10T14:06Z 23.1K followers, [----] engagements

"There's almost nothing in my feed about the $TPH takeout today. We talk about housing non-stop on this platform and no one views the purchase of a sizeable publicly traded homebuilder as a signal"
X Link 2026-02-13T15:43Z 23.1K followers, [----] engagements

"How the hell did Fink now formerly of $FBIN get the job to be CEO of $STZ Did anyone look at a stock price chart"
X Link 2026-02-13T16:05Z 23.1K followers, [----] engagements

"It's very difficult to avoid "prisoner of the moment" mentality on this platform. It was only a few months ago that many on here were calling for $JEF to file BK after the First Brands disaster. Today $JEF raised $1.5B at 5.5%. Ho hum"
X Link 2026-01-13T22:37Z 23.1K followers, [----] engagements

"A better picture of how $KNSL operates rather than what people see in public Financials and hear from management. Can they deny claims prospectively in a more competitive E&S market @porterstansb We received an Excess proposal from $KNSL on our business. Pricing was fair. What concerns me is they omit a lot of coverages & have a reputation (numerous brokers I have spoken to) of pushing back on claims. In a sense paying for insurance without 'sleep well at night' coverage @porterstansb We received an Excess proposal from $KNSL on our business. Pricing was fair. What concerns me is they omit a"
X Link 2026-02-13T19:48Z 23.1K followers, [----] engagements

"@ConsensusGurus Didn't $NVR release that commentary in their 10-K filing from two days ago"
X Link 2026-02-13T21:24Z 23.1K followers, [---] engagements

"Not shocking to anyone that's paying attention to consumer credit and spending trends these days but here are the comments from $ALLY that has the stock down. Separately $ASO comps were pretty miserable. Tough times for a big swath of the country right"
X Link 2024-09-10T13:14Z 23.1K followers, 22.4K engagements

"On a day in which people are digesting the announcement of unprecedented capacity expansion from $CAT's P&E division I present to you a cautionary tale from $TREX. Almost 4-years ago today $TREX announced a $400MM capacity expansion in Little Rock. Never mind that capacity expansion in composite decking was occurring EVERYWHERE at the time. Rates were near zero renovation spend was enormous and $TREX thought they could continue double digit organic growth forever. Now in [----] the company just guided 25% below the street for 4Q on topline and the space hasn't grown for 3-years. Will $TREX"
X Link 2025-11-04T21:24Z 23.1K followers, 19.1K engagements

"If you're wondering how industrial companies are thinking about tariffs and the impact of the SCOTUS decision (coming tomorrow). Here are some comments from $AYI's CEO today. The headline: They expect the administration to find a work around even if SCOTUS rules against the tariffs. If somehow that doesn't happen don't expect companies to give back price increases overnight (if ever). https://twitter.com/i/web/status/2009343088406454542 https://twitter.com/i/web/status/2009343088406454542"
X Link 2026-01-08T19:14Z 23K followers, [----] engagements

"First new issuance announcement on @tzero for [----]. Hoping for many more over the course of the year. Tokenized commodity trading makes a good amount of sense. $BBBY @streamex has tapped @tZERO to enable secondary trading of GLDY its gold-linked tokenized security on tZEROs regulated ATS. Regulated market structure remains essential for liquidity and price discovery as tZERO scales its cross-asset tokenized infrastructure as a service to a @streamex has tapped @tZERO to enable secondary trading of GLDY its gold-linked tokenized security on tZEROs regulated ATS. Regulated market structure"
X Link 2026-01-21T14:11Z 23K followers, [----] engagements

"Higher Education Crisis It's not Just AI $ATGE $LOPE $PRDO $STRA https://www.pleaseactaccordingly.com/the-library https://www.pleaseactaccordingly.com/the-library"
X Link 2026-01-23T19:32Z 23K followers, [----] engagements

"Lots of talk of a software bottom on my feed over the past [--] or so trading days. This $ROP print isn't going to inspire confidence. I'm sure there are specifics to $ROP that caused them to miss. It's a brutal chart about to test the late [----] lows. Can these guys buy their way out of this problem Multiples are certainly looking better $IGV https://twitter.com/i/web/status/2016147684407623901 https://twitter.com/i/web/status/2016147684407623901"
X Link 2026-01-27T13:54Z 23K followers, [----] engagements

"We've had a bearish stance on $CSGP for a while now in part because of the unprecedented capital incineration ongoing at The recent "medium term outlook" was a slap in the face to longer term shareholders. Today we see the response from @DanielSLoeb1. Hard to argue with a single word. $Z/$ZG and $RKT will benefit if Andy is finally pressured into jettisoning the financial albatross that is although truth be told the financial impact will be modest because $CSGP has failed colossally in its residential real estate endeavors (and there's trouble there too). We've written about this quite a bit."
X Link 2026-01-27T14:11Z 23.1K followers, [----] engagements

"@herbgreenberg @KatherineSpur It's true I was not aware. We put out a lengthy piece on the space last week $ATGE $LOPE $PRDO $STRA"
X Link 2026-01-27T19:43Z 23K followers, [---] engagements

"$ATGE continuing to have serious enrollment woes at Chamberlain is the most important takeaway from the print. From my perspective that platform is competitively impaired. If you've been around the block in the FPE space you're probably petrified about growth at Walden"
X Link 2026-01-28T21:30Z 23K followers, [----] engagements

"Watching carefully. This would be a natural fit for @tzero $BBBY and $FIGR @RUNTheCure @tZERO We're talking - hope we find some things to do together. @RUNTheCure @tZERO We're talking - hope we find some things to do together"
X Link 2026-01-29T00:58Z 23K followers, 16K engagements

"This is definitely not part of the market narrative. The S&P [---] energy sector (SPF) has outperformed the S&P [---] financials sector (SPN) by more than [----] bps OVER THE PAST 12-months. Even though large cap banks and the likes of $GS and $MS have been monsters. Overall group performance over the past year has been held down by some compounder bro favorites: $V $MA $BX $PGR As a result S&P [---] financials are only up 3.4% over the past 12-months. $XLF https://twitter.com/i/web/status/2017346914291736700 https://twitter.com/i/web/status/2017346914291736700"
X Link 2026-01-30T21:19Z 23K followers, [----] engagements

"$BBBY Today @BedBathBeyond @tZEROs largest shareholder announced its agreement to acquire https://t.co/EMx0XMHz9m a platform focused on real-world asset finance and tokenized liquidity. https://t.co/EMx0XMHz9m will leverage tZEROs regulatory and operational infrastructure and Today @BedBathBeyond @tZEROs largest shareholder announced its agreement to acquire https://t.co/EMx0XMHz9m a platform focused on real-world asset finance and tokenized liquidity. https://t.co/EMx0XMHz9m will leverage tZEROs regulatory and operational infrastructure and"
X Link 2026-02-02T14:22Z 23.1K followers, [----] engagements

"Listening to Dara fumble around in the dark on @CNBC to find excuses as to why $UBER missed consensus adjusted EPS expectations and then land on a tax rate issue which he then explained incorrectly was both excruciating and exhilarating to listen to. Not sure who does IR over @uber but that had to be one of the most painful [---] seconds of their professional career. https://twitter.com/i/web/status/2019033999998386481 https://twitter.com/i/web/status/2019033999998386481"
X Link 2026-02-04T13:03Z 23K followers, [----] engagements

"I was pretty bearish on his company throughout most of his tenure at Anywhere/Realogy but you would be hard pressed to find someone in corporate American that navigated more treacherous waters more aptly than Ryan Schneider. It's not a surprise he's leaving $COMP but it is a loss for the company. https://twitter.com/i/web/status/2019141110031942079 https://twitter.com/i/web/status/2019141110031942079"
X Link 2026-02-04T20:08Z 23.1K followers, [----] engagements

"@mac003_c It's early days but I've been impressed thus far. Investors aren't thinking of $DOUG as a growth vehicle. yet. I think he's doing a lot of good things on the branding/recruiting front. Lots of opportunity here from a capital allocation perspective"
X Link 2026-02-04T20:32Z 23K followers, [---] engagements

"$ATGE announces a name change to "Covista" which I guess sounds more like a healthcare company to them. It looks like they spent around $8MM on "strategic advise" related to the name change which they added back into their quarterly Adjusted EBITDA so they could report a headline beat. I guess they're hoping the algos don't recognize the old company once they go through the name change. https://twitter.com/i/web/status/2019396575433281767 https://twitter.com/i/web/status/2019396575433281767"
X Link 2026-02-05T13:03Z 23K followers, [----] engagements

"I want to believe that there are some sharp IR people at the $MAGS at this point who have convinced the C-suite that starting at an absurdly high level for CAPEX guidance will ultimately be hugely rewarding for shareholders when they spend materially less otherwise this entire gambit is completely unforgiveable. No way you can spend this amount of money without incinerating capital in ways never before seen on this planet. I was there in '99-2000. $AMZN $GOOG $META $AAPL"
X Link 2026-02-05T21:19Z 23K followers, [----] engagements

"@Sleepysolcap Actually $GNRC"
X Link 2026-02-09T01:38Z 23K followers, [---] engagements

"$Z/$ZG with a pretty solid print particularly on revenues. Mid-teens revenue growth with flat home prices and low single digits growth in EHS not too shabby. I respect that they didn't add-back higher legal expense to their Adjusted EBITDA a lot of other companies would have done that. It's quite clear they would have beaten handily on EBITDA in 4Q25 without those legal costs. It looks like higher legal spend will be a $13-$15MM drag on 1Q26 EBITDA without which the guidance would have been more or less inline with street. Is there any shareholder in the residential real estate services space"
X Link 2026-02-10T22:04Z 23.1K followers, [----] engagements

"Question for my software experts: do you know of any management team that has expressed a willingness to slash revise or eliminate egregious SBC at this point Has it been mentioned on earnings calls or referenced in meetings These SBC levels were created based on the concept that human capital would leave without "golden handcuffs". I don't think the risk of software developers leaving is a factor at this point. $IGV"
X Link 2026-02-12T03:30Z 23.1K followers, [----] engagements

"This $JHX was once a sleepy building products company gaining share growing organically driving value for a stable shareholder base. One acquisition at the wrong point in the cycle and now it's a highly levered pod shop trading vehicle getting whipped around like a quantum computing stock. https://twitter.com/i/web/status/1990543010690715957 https://twitter.com/i/web/status/1990543010690715957"
X Link 2025-11-17T22:10Z 23.1K followers, [----] engagements

"I had to go back to [----] to get some quotes for this one. Not every day I can say that. $Z $ZG $CSGP $GOOG $HOUS $COMP $EXPI $RKT $DOUG https://www.pleaseactaccordingly.com/the-library https://www.pleaseactaccordingly.com/the-library"
X Link 2025-12-15T21:59Z 23.1K followers, [----] engagements

"Did I miss @herbgreenberg on $WRLD today Every time that name blows up I think of Herb. Then I think of regional wrestling promotions (never forget your roots Herb). Then @jeffmacke who met Verne Gagne at the Mall of America in [----]. It's a surprisingly happy thought journey sparked by a payday lender Rough earnings season for financials. They were overdue for a pullback. https://twitter.com/i/web/status/2016191233140416847 https://twitter.com/i/web/status/2016191233140416847"
X Link 2026-01-27T16:47Z 23.1K followers, [----] engagements

"The bull case for $GNRC. Grid instability makes backup power generation table stakes for a growing number of residential customers and commercial enterprises. Who is ready for some BLACK OUTS .and I don't mean the fun drunk kind. #electricity https://t.co/GwzGTJhtEC Who is ready for some BLACK OUTS .and I don't mean the fun drunk kind. #electricity https://t.co/GwzGTJhtEC"
X Link 2026-01-30T12:51Z 23.1K followers, [----] engagements

"Wow are they fading $RBLX and $RDDT out of the gates here. Be wary"
X Link 2026-02-06T14:51Z 23.1K followers, [----] engagements

"$CSGP shareholders triggered right now"
X Link 2026-02-09T00:03Z 23.1K followers, [----] engagements

"Few are buyers of this chart right now but I certainly am. #deflation"
X Link 2026-02-10T14:27Z 23.1K followers, [----] engagements

"We're all trying to get our arms around this UNPRECEDENTED single stock vol on headline/social media post risk related to AI. Figuring out AI winners and losers at this point remains a grand exercise in false precision. Doomsdayers rule the day for certain. I went back and looked at the stock prices of $NYT and McClatchy (blast from the past). Both stocks DOUBLED in the late 1990's after the Netscape IPO in August [----]. Perhaps people didn't understand that the internet would eviscerate their classified businesses or in the case of McClatchy the entire company right away but even into the"
X Link 2026-02-12T19:07Z 23.1K followers, [----] engagements

"@ConsensusGurus It would be strange but we know that people don't read SEC Filings so anything's possible with sleepy $NVR shareholders"
X Link 2026-02-13T21:35Z 23.1K followers, [---] engagements

"To put the weakness of the enrollment intake at $TRUP in perspective: $LMND added roughly FOUR TIMES as many pets on a net basis quarter to quarter as $TRUP did in 2Q25. LMND is roughly half the size of TRUP from an enrollment perspective. $TRUP is hemorrhaging market share as it approaches stall speed. Thanks to @CedarStResearch for the data on pet insurance enrollment at $LMND"
X Link 2025-08-08T14:03Z 22.1K followers, [----] engagements

"I think its increasingly useless to use historical S&P [---] valuation data and compare it to today without using the $RSP. Weighting is the primary driver of the multiple expansion. That's a problem and cause for discussion but simply presenting historical valuation multiples is a bit of apples and oranges at this point"
X Link 2025-08-11T01:31Z 22.1K followers, [---] engagements

"No question multiples have expanded in many names but the concentration drives a lot of the mutliple expansion. I dont have this data but for anyone who does (@fundstrat) what does a chart of the valuation of the $RSP look like over time The market structure has changed with the ascension of passives pods and processors. Entities that are not valuation centric. Does valuation matter Of course but not nearly as much as it used to. Particularly in the short term"
X Link 2025-08-11T01:38Z 22.2K followers, [---] engagements

"@CedarStResearch They've had huge moves for sure but probably still have room to go. I own $LAZ which I think will actually be acquired but has a nice AM franchise good advisory biz and some cyclical hedge on the restructuring side. Healthy FCF generator"
X Link 2025-08-12T15:03Z 22.1K followers, [---] engagements

"We live in an age of wonder and humanity altering progress. Yes there are robots that can fold laundry now and the latest developments in AI are mind blowing but for my money the most fantastical development thus far in [----] has been the ongoing strength in SSS at Chili's. $EAT"
X Link 2025-08-13T12:27Z 22.1K followers, [----] engagements

"One of the reasons I'm long $GNRC. "Price-Spikes & Blackouts": America's Power Crisis Is Just Getting Started https://t.co/vb51PEwHnb "Price-Spikes & Blackouts": America's Power Crisis Is Just Getting Started https://t.co/vb51PEwHnb"
X Link 2025-08-13T22:04Z 22.4K followers, [----] engagements

"If $DDS can generate positive comps I guess the consumer still remains in pretty decent shape"
X Link 2025-08-14T12:50Z 22.2K followers, [----] engagements

"During COVID19 when you couldn't find any protein in the aisles of my local Kroger there was always $BYND product stacked to the rafters. It was at that time that I laid out the short as a set it and forget it. Negative gross margins also helped. I never covered. What an absurd journey"
X Link 2025-08-15T00:50Z 22.2K followers, [----] engagements

"@stocktavia No doubt that $OWL is swinging wildly"
X Link 2025-08-20T18:56Z 22.2K followers, [---] engagements

"@Seawolfcap @HiddenPivots I'm in my local $KR twice a week still haven't ever seen anyone even stop at their refrigerator. It's going to be really interesting when $GIS enters this market shortly $FRPT"
X Link 2025-08-21T00:35Z 22.2K followers, [---] engagements

"Two decently sized deals coming out of PE shops today: 1) Thomas Bravo buying $DAY for $12.2B 2) $BX bought electrical equipment services company Shermco for$1.6B My expectation is that we could enter an environment post labor day where there are multiple $1B+ deals announced almost every day"
X Link 2025-08-21T14:32Z 22.2K followers, [----] engagements

"This is a good and thoughtful analysis of $VFC (which I own). Vans remains the lynchpin for the stock even as many other good things are happening (FCF generation growth at TNF/Timberland/Altra and massive cost cuts). There's more "heat" around the #Vans brand than there has been in some time but not yet "mass heat". Fortunately the bar remains low at Vans. (1/2) Circled back on $VFC and dug into the restructuring itself as well as current state of Vans. LT BOTE math easy to pitch but growth only "easy" in Excel. Bulls have a reasonable case but no slam dunk and yes there is a bear case."
X Link 2025-08-25T15:16Z 22.3K followers, [----] engagements

"I couldn't agree more. Can anyone tell me the significance of Net Promoter Score on prospective business outcomes Forget the janky shallow surveys of current customers. Social listening is the cornerstone of modern comms. If youre not listening to what people say on Reddit X TikTok IG Threads etc youre missing your actual brand story and reputation. That's your actual NPS IRL. Forget the janky shallow surveys of current customers. Social listening is the cornerstone of modern comms. If youre not listening to what people say on Reddit X TikTok IG Threads etc youre missing your actual brand"
X Link 2025-08-25T15:50Z 22.2K followers, [----] engagements

"@CarrisJake Yes candidly when public companies start touting NPS scores and fundis start to waver it often turns out to be a good short selling signal"
X Link 2025-08-25T15:57Z 22.2K followers, [--] engagements

"@ConsensusGurus From my perspective Gary was always the GOAT (in this sector) of managing narrative and by proxy the stock price. That's a different yet equally as critical skillset. Laura is the best operator in this space bar none. $WSM $RH"
X Link 2025-08-27T14:16Z 22.2K followers, [---] engagements

"@mmlionfund Right but what does that result tell you about this club"
X Link 2025-08-28T13:46Z 22.2K followers, [--] engagements

"@CedarStResearch Is it too good to be true/sustainable Isn't that the golden rule in insurance $ROOT"
X Link 2025-08-29T14:43Z 22.2K followers, [---] engagements

"With $AI blowing up I think it's hard to imagine unless you're of a certain age just how revered Siebel was as a tech/software entrepreneur in the late 1990s. Unlike most of what came to market in the late 1990s he built something of huge value and substance. His story with the elephant on safari is pretty wild"
X Link 2025-09-04T09:57Z 22.2K followers, [----] engagements

"$PNC to acquire FirstBank for $4.1B. As I've said several times I continue to think we see a huge slew of M&A deals into year end. That could be particularly pronounced in the bank space where stocks have languished for years if not decades and regionals face heightened challenges from private lenders. @realsteveeisman"
X Link 2025-09-08T12:18Z 22.4K followers, [----] engagements

"I own $ORCL and will be the first to tell you that I have no value added insights here. However the numbers for RPO and "projected" cloud infrastructure revenues literally made me laugh. These are so large I can't even get my mind around them"
X Link 2025-09-09T20:16Z 22.2K followers, [----] engagements

"This is well worth a read. I don't think the AI/shipbuilding analog is a perfect fit but the conclusions for investors is: the ultimate value creation of AI will be for those companies that adopt the various tools created aggressively to drive revenue growth and cost reductions. Michael Mauboussin argued the same in which he pointed out that $NFLX was the biggest beneficiary of ubiquitous connectivity not any company in the comm. hardware space. Legendary venture investor @ganeumann flips the hottest assumption in business: AIs disruption is real he argues but the profits wont accrue where"
X Link 2025-09-11T12:59Z 22.3K followers, [----] engagements

"@daddycapitalx I could be wrong but looking through their disclosures on Dickies and the former "work" division I thought maybe they're were operating at mid-to-high single digit EBITDA margins. $VFC"
X Link 2025-09-15T14:17Z 22.3K followers, [---] engagements

"@CristinCulver @Compass @RobReffkin He's definitely an empire builder and has a clear vision. Relentlessly executing is a different story. $COMP has to actually execute operationally now a very different mandate"
X Link 2025-09-22T15:06Z 22.3K followers, [---] engagements

"$COST is one of the best businesses ever created but I'm pretty hard pressed to find a reasonable bull case from here for an active manager that goes something beyond "It's Costco". Does someone have an argument as to how this company generates $40 in EPS Why are they buying back stock at these levels. The entire stock seems like a referendum on passive flows and algo mechanics. Yes there are many other names like this"
X Link 2025-09-26T15:15Z 22.3K followers, [----] engagements

"If you're familiar with the history of the ILS space for rental property advertising and the marketing budgets for rental property managers overall you're probably like me and find this action from the FTC against $Z/$ZG and $RKT/#redfin as highly puzzling. Then again they're competing with $CSGP who has a history of pursuing litigation and acquisitions to "diminish" competition. Make your own conclusions"
X Link 2025-09-30T18:58Z 22.4K followers, [----] engagements

"This is an interesting discussion. Dow theory has been highly predictive over time. However looking at the Dow transports and how it's calculated was an interesting exercise. Weightings determined by nominal stock prices and huge exposure to trucking companies $FDX and $UPS. When have the components of the Dow Transports been this structurally challenged"
X Link 2025-10-02T01:08Z 22.3K followers, [----] engagements

"There are two things that I can't get out of my mind on $GOOG just anecdotes but they're powerful both from the @InvestLikeBest pod. 1) Barry Diller ($IAC) who is arguably the greatest genius in the business community over the past 50-60 years suggested the existing traffic acquisition model for the legacy media brands he owns (Food&Wine Southern Living etc.) was DEAD due to the decline of search. 2) Dylan Patel the founder of SemiAnalysis indicated that $ETSY gets 10% of its traffic now from ChatGPT. Maybe that's low maybe that's high relative to expectations but the number is growing and I"
X Link 2025-10-08T17:31Z 22.4K followers, [----] engagements

"@ConsensusGurus @blondesnmoney It's just amazing. Every time there's an issue in the banking ecosystem there's $WAL front and center right in the fray. EVERY SINGLE TIME"
X Link 2025-10-16T14:29Z 22.4K followers, [---] engagements

"In case you missed it here's my interview in this wknd's Barron's: http://t.co/xAeirXNL $OPEN $Z $APOL $PAY $MA $V $HPY $GPN $BGG $TTC http://stks.co/o0pU http://stks.co/o0pU"
X Link 2012-07-01T14:44Z 21.3K followers, [--] engagements

"This Best Buy deal sure looks like a Jimmy Lee special. Anyone who has walked the halls at $JPM knows exactly what I'm taking about $BBY"
X Link 2012-08-06T13:01Z 21.3K followers, [--] engagements

"After adjusting for mgmt guid. for a lower tax rate in FY13 it looks like $MCRS guided below the street by $0.06 on an operating basis"
X Link 2012-08-23T22:16Z 21.3K followers, [--] engagements

"$FBN secured a new credit agreement giving them ample liquidity through [----] to fund growth.I still like this as a microcap housing play"
X Link 2012-09-27T15:38Z 21.3K followers, [--] engagements

"Things I learned today in my effort to get a browser based version of Factset working: Citrix is not compatible with Chrome. $FDS $CTXS"
X Link 2012-11-29T20:53Z 21.3K followers, [--] engagements

"The $RICK 4Q12 earnings call was really something special. Q&A about airplanes REIT status & weather. They operate strip clubs"
X Link 2013-02-12T15:18Z 21.3K followers, [--] engagements

"Quite the whipsaw action in $LAD are the auto dealers stocks finally running out of steam $GPI $SAH $AN $ABG $KMX"
X Link 2013-02-20T15:24Z 21.3K followers, [--] engagements

"You know things are frothy when Wunderlich can elicit a 5-6% move in a stock based on an initiation with a buy rating $OPEN"
X Link 2013-02-27T15:21Z 21.3K followers, [--] engagements

"Last wk it was rumors about $YELP & $OPEN today $ZNGA. $YHOO's not buying everyone. $YELP makes a bit of sense but isn't the best tgt IMO"
X Link 2013-03-11T16:17Z 21.3K followers, [--] engagements

"Really interesting move by $MOVE to partner w/Xceligent to take on $CSGP in the commercial space. They paid a hefty price for #loopnet"
X Link 2013-05-15T11:49Z 21.3K followers, [--] engagements

"I've always felt that $CSGP would be a "dark horse" as a potential acquirer of $Z or $TRLA. Maybe there's an opportunity to partner as well"
X Link 2013-05-15T11:50Z 21.3K followers, [--] engagements

"@Hedge_FundGirl As a [--] yr old I was "interviewed" by the bro of Hugh Grant who worked at $JPM to see if I was "worthy" of covering $ARMK"
X Link 2013-12-04T16:07Z 21.3K followers, [--] engagements

"@Hedge_FundGirl I wound up covering the stockit wasn't a good biz then and I doubt things have improved materially under PE ownership $ARMK"
X Link 2013-12-04T16:08Z 21.3K followers, [--] engagements

"A breakout here for $DLB after a long period of consolidation. A return to growth is not far off for this FCF monster"
X Link 2013-12-11T19:16Z 21.3K followers, [--] engagements

"The Porch deal with $LOWE sure looks like a negative for $ANGI"
X Link 2014-01-14T13:44Z 22.3K followers, [--] engagements

"You have to tip your hat to the guys @PresciencePoint both for their work and their influence on stocks at this point $LKQ"
X Link 2014-01-15T17:59Z 21.3K followers, [--] engagements

"No question RT @firstadopter: $TTWO call: sales of WWE game "exceeded their expectations" "meaningful opportunity to grow this series""
X Link 2014-02-03T21:36Z 21.3K followers, [--] engagements

"At $TRLA's current take out multiple (let's see how that changes in [--] mos.) $MOVE would trade at $85-$90. Looking at you $CSGP #justsaying"
X Link 2014-07-28T13:41Z 21.3K followers, [--] engagements

"Concerned about the supposed 70% short interest in $ZU heading into the print W/this deceleration and Maveron LPs selling what's the worry"
X Link 2014-11-04T21:52Z 21.2K followers, [--] engagements

"Great read on the woeful state of game development particularly on mobile. $EA $ATVI $TTWO $KING $ZNGA http://t.co/RNZ7algGOd http://www.jeffwofford.com/p=1579 http://www.jeffwofford.com/p=1579"
X Link 2015-01-15T15:19Z 21.3K followers, [--] engagements

"$RLGY's national listings site has launched in a few mkts: http://t.co/6TxLRw57Sb Slogan: "All of the homes none of the games". $Z $NWS http://www.homesforsale.com/ http://www.homesforsale.com/"
X Link 2015-02-25T16:30Z 21.3K followers, [--] engagements

"Trulia v. MOVE: "Zillow acquired all of Trulia's outstanding stock. but did not acquire any of Trulia's assets" Ummm #WTF $Z $NWS"
X Link 2015-02-25T21:51Z 21.3K followers, [--] engagements

"A Must read for anyone following $Z $RLGY $RMAX $NWS RT @InmanNews: Special report: The bottom line on online leads http://t.co/WX7jfzKoYd http://bit.ly/1HGybBi http://bit.ly/1HGybBi"
X Link 2015-03-12T03:21Z 21.3K followers, [--] engagements

"Thanks $HCG $RON $NA #canadianhousing RT @AlderLaneeggs: @ActAccordingly Excellent piece I must say"
X Link 2015-03-13T14:16Z 21.3K followers, [--] engagements

"Can anyone tell me why a biz like $ARMK trades at 10x EBITDA I guess there's the delever and be acquired by PE again thesis anything else"
X Link 2015-04-21T14:51Z 21.3K followers, [--] engagements

"$CSGP buys ApartmentFinder grabs rental share. The end mkt is small & mature. $CSGP's M&A comes at the expense of $Z's aspirations for now"
X Link 2015-04-29T20:40Z 21.3K followers, [--] engagements

"We're approaching 50% alpha generation over the past 12- months for people in that long $KR / short $WFM pair trade"
X Link 2015-05-06T20:05Z 21.3K followers, [--] engagements

"$DLB buying back stock increased divvy & $AMC accelerating rollout of #dolbycinema. Vision and Voice should really add to growth in 2H16"
X Link 2015-10-22T02:00Z 21.3K followers, [--] engagements

"I'm almost certain $CSGP is the only company I know of that reference's $AMZN's Alexa for traffic data in their PRs. Am I missing any co's"
X Link 2015-10-29T01:23Z 21.3K followers, [--] engagements

"@BenRabidoux These guys are truly special. They provisioned at one bps on their $7.8B uninsured loan book. ONE $EQB"
X Link 2015-11-13T15:48Z 21.3K followers, [--] engagements

"$GPN buying $HPY for $100/share they've come a long way since the breach"
X Link 2015-12-15T21:27Z 21.3K followers, [--] engagements

"Relying on single variable "stress tests" for banks is a dangerous gambit. Higher PCLs w/asset growth & NIM expansion Not likely. $HCG $TD"
X Link 2016-01-22T15:34Z 21.3K followers, [--] engagements

"Last Q $NA stated they had no way to determine the value of #MapleFinancial yet held it at $160MM. Sums up accounting at Canadian banks"
X Link 2016-02-08T14:30Z 21.8K followers, [--] engagements

"Instead of excluding legal fees from EBITDA in [--] for $ZG you probably should ask why the co. is spending $60MM+ on a single lawsuit $NWS"
X Link 2016-02-12T15:03Z 21.3K followers, [--] engagements

"As Boston becomes part of the long case for $WYNN and the cash flow spigot opens w/Cotai the short case becomes harder and harder #TAM"
X Link 2016-04-06T22:54Z 21.3K followers, [--] engagements

"Protip: When the best casino operator/hotelier of the past [--] yrs buys close to $100MM of stock you should probably get involved too. $WYNN"
X Link 2016-04-07T15:34Z 21.3K followers, [--] engagements

"My kids were playing with some of my old matchbox cars. A [----] chevy blazer made in wait what. Macau $WYNN $LVS"
X Link 2016-04-10T17:07Z 21.3K followers, [--] engagements

"In a sea of earnings releases & conf. call's I think none is more important than that for $RHI the slowdown there shouldn't be ignored"
X Link 2016-04-27T14:02Z 21.3K followers, [--] engagements

"If you're wondering if you should "trust" this rally note the action in $BCS. Up a meager 2%. Unless that changes this bid gets faded hard"
X Link 2016-06-28T11:37Z 21.3K followers, [--] engagements

"Next $APO IR deck: Core competencies - Putting leverage on businesses in secular decline with heightened regulatory risk $ADT $APOL $DRII"
X Link 2016-06-29T13:58Z 21.3K followers, [--] engagements

"For Canadian housing followers: CMHC has reduced underwriting volume by $50B since [----]. In aggregate that's $200B+ over the past four years"
X Link 2016-07-06T03:29Z 21.3K followers, [--] engagements

"You're looking at some pretty sizeable rev growth deceleration at $CSGP with mgmt pushing off margin expansion AGAIN. New bookings down YOY"
X Link 2016-07-27T21:36Z 21.3K followers, [--] engagements

"$Z $ZG https://x.com/HageyRE/status/761228903889248257 @ActAccordingly totally. CEO summit was at $FB headquarters this week. Has a new RE division. If they're smart they'll doubledown https://x.com/HageyRE/status/761228903889248257 @ActAccordingly totally. CEO summit was at $FB headquarters this week. Has a new RE division. If they're smart they'll doubledown"
X Link 2016-08-04T15:55Z 21.3K followers, [--] engagements

"Many problematic statements in $BMO's 3Q16 economic outlook none more than this: " House prices continue to accelerate in Vancouver.""
X Link 2016-08-23T13:35Z 21.3K followers, [--] engagements

"$BMO PCLs increased to [--] bps in 3Q16 still pretending consumer credit perf isn't declining. $137MM in ACL on $44B uninsured mortgage book"
X Link 2016-08-23T13:40Z 21.3K followers, [--] engagements

"Meanwhile over at $BMO it looks like they've been understating RWAs this year. CET1 at 10% with absurdly low provisions and housing turning"
X Link 2016-10-04T14:39Z 21.3K followers, [--] engagements

"So $BCEI will miss an interest payment how do you think $RY $BMO $BNS have reserved for their exposures thus far #PCLfantasyland"
X Link 2016-10-14T20:24Z 21.3K followers, [--] engagements

"Query volume comscore showing slowing traffic for $ZG $Z. Did they back off mkting spend to make #s $NWS taking back share or saturation"
X Link 2016-10-25T16:20Z 21.3K followers, [--] engagements

"$BNS takes a [--] bps provision on its $193B Canadian residential mortgage loan book in 4Q16. Taking a page out of the Chuck Prince playbook"
X Link 2016-11-29T14:40Z 21.3K followers, [--] engagements

"That's $3MM in PCL's from $BNS on a residential mortgage book with $40B outstanding in Alberta Saskatchewan and Manitoba (43% uninsured)"
X Link 2016-11-29T14:45Z 21.3K followers, [--] engagements

"$DG disappoints on SSS and management thinks adding [----] more stores to the saturated marketplace will help. https://www.youtube.com/watchv=ghnhVj8Ymm0 https://www.youtube.com/watchv=ghnhVj8Ymm0"
X Link 2016-12-01T13:51Z 21.3K followers, [--] engagements

"$DG reports a (-0.1%) comp & spends [--] mins apologizing for it. $BIG [--] hrs later celebrates a 0% comp like they're growing like $ULTA"
X Link 2016-12-02T13:54Z 21.3K followers, [--] engagements

"Wow I haven't see a loan pool perform as poorly as $COF's taxi medallion portfolio since $ESI's PEAKS student loans. 80% charge off rate"
X Link 2017-01-24T21:25Z 21.3K followers, [--] engagements

"As you think about your wagers on the super bowl just keep in mind that Tom Brady is sponsored by $UAA and $DECK"
X Link 2017-02-02T21:33Z 21.4K followers, [--] engagements

""Hot" as in burning the house down $EQB https://x.com/CMPmagazine/status/831140889099591680 Congrats to Andrew Moor of #EquitableBank who has made the Canadian Mortgage Professional Hot List [----]. https://t.co/s7m7jkrsqC #CMPHotList https://t.co/EGUuyZGj8Y https://x.com/CMPmagazine/status/831140889099591680 Congrats to Andrew Moor of #EquitableBank who has made the Canadian Mortgage Professional Hot List [----]. https://t.co/s7m7jkrsqC #CMPHotList https://t.co/EGUuyZGj8Y"
X Link 2017-02-13T14:03Z 21.3K followers, [--] engagements

"Note to $GME mgmt take that nice FCF you still generate and buy sustainable EBITDA you do that and there's a bid for 24MM shares of stock"
X Link 2017-03-23T22:10Z 21.3K followers, [--] engagements

"$CREE and $HUBB throwing a cold dose of reality on the lighting market while $AYI wants everyone to believe the party is still rolling"
X Link 2017-04-25T21:30Z 21.4K followers, [--] engagements

"Which will be the first publicly traded bank in Canada to have zero PCLs in a quarter No doubt it was discussed in the $EQB board room"
X Link 2017-08-10T21:44Z 21.3K followers, [--] engagements

"$SYF should take a hit on this $JCP news. It's a 10%+ client for $SYF"
X Link 2017-10-27T13:15Z 21.3K followers, [--] engagements

"Add $BIG to the list of retailers riding the "Wambulance" about Wayfair. With furniture flattening out hard to see how we aren't looking at stall speed for $BIG. Wage inflation will be a big issue for them"
X Link 2017-12-01T14:35Z 21.3K followers, [--] engagements

"$Z $ZG https://x.com/InmanNews/status/951460699716440064 Zillow has potentially lost or accidentally deleted what appears to be thousands of video walkthrough tours uploaded by subscribers https://t.co/XvyRfgajEn https://x.com/InmanNews/status/951460699716440064 Zillow has potentially lost or accidentally deleted what appears to be thousands of video walkthrough tours uploaded by subscribers https://t.co/XvyRfgajEn"
X Link 2018-01-11T14:30Z 21.3K followers, [--] engagements

"I'm no captain Schadenfreude but I'm taking some delight in how this $ADT IPO has worked out for $APO. In the real world ADT is a co. generating $300MM in FCF with $9B in debt. In PE fantasy land ADT generates $2.2B of covenant adjusted EBITDA. You decide which matters"
X Link 2018-01-19T16:56Z 21.3K followers, [--] engagements

"According to Variety $FB and $AMZN could be potential bidders for $WWE's TV rights. Hard to see how $DIS doesn't bid as well. So maybe you have $FOX $AMZN $FB $DIS with bids and $CMCSK/NBCU trying to re-up. Last time there was effectively one bid. http://variety.com/2018/tv/news/wwe-set-to-celebrate-raw-anniversary-amid-speculation-about-the-companys-future-1202670259/ http://variety.com/2018/tv/news/wwe-set-to-celebrate-raw-anniversary-amid-speculation-about-the-companys-future-1202670259/"
X Link 2018-01-22T14:23Z 21.3K followers, [--] engagements

"Let's see if $COF IR and mgmt can top the 15+ references to credit "normalization" on the $SYF conf. call. Hard to top this comment from SYF: "Provision for loan losses increased $278 million to $1.4 billion primarily driven by credit normalization""
X Link 2018-01-23T22:06Z 21.3K followers, [--] engagements

"Important read on the changing media landscape and the upcoming renewals of TV rights for major sports entertainment franchises. $WWE $DIS $FOX $CMCSA $TWTR $AMZN $FB http://variety.com/2018/digital/features/olympics-rights-streaming-nbc-winter-games-1202680323/ http://variety.com/2018/digital/features/olympics-rights-streaming-nbc-winter-games-1202680323/"
X Link 2018-01-31T22:55Z 21.3K followers, [--] engagements

"80 mins into the $CSGP call and there have been dozens of references to Rentpath and Xceligence but not a single one to $FB or $Z/$ZG. I guess mgmt hopes investors won't focus on what really matters going forward"
X Link 2018-02-22T17:19Z 21.3K followers, [--] engagements

"Awful comps for $BIG lower EPS guide inventory up and cash flow guide for FY18 implies (-30%+) decline YOY. They're out of levers to pull for this biz as it gets squeezed on all sides"
X Link 2018-03-09T11:39Z 21.3K followers, [--] engagements

"Last takeaway: the $SIG credit book gets marked at a 28% haircut but somehow we're to believe that $AAN's Progressive book is fine A venn diagram of Progressive customers & $SIG borrowers just might be a perfect circle. This isn't exactly an endorsement of $COF $SYF $ADS either"
X Link 2018-03-14T14:35Z 21.3K followers, [--] engagements

"I learned some hard lessons 4-years ago as to how some will value businesses that achieve scale in the SMB channel with $OPEN and $MCRS. Even if those were awful deals for the acquirers I should have applied those lessons in my thinking on $GRUB $SQ $CTAS and others"
X Link 2018-04-18T19:00Z 21.3K followers, [--] engagements

"After having great success with the $ADT IPO the titans over at $APO have decided that they should bring Diamond Resorts public. #sarcasm I'm sure they improved the biz immensely in [--] mos. Or maybe just maybe they're worried about it blowing up before it they can get out"
X Link 2018-04-20T11:26Z 21.3K followers, [--] engagements

""Pacific Union estimates that [--] percent of its home sales in the Bay Area and [--] percent in Los Angeles last year closed without appearing on the MLS." $Z $ZG $RDFN $RLGY $RMAX $EXPI https://x.com/robhahn/status/999642618517745664 So much to think about here. #realestate #OffMLS #PacUnion https://t.co/zM44MTfnM3 https://x.com/robhahn/status/999642618517745664 So much to think about here. #realestate #OffMLS #PacUnion https://t.co/zM44MTfnM3"
X Link 2018-05-24T13:32Z 21.3K followers, [--] engagements

"Tomorrow's headlines today: $Z $ZG shares approach [--] week high as CEO sells close to 90% of his holdings"
X Link 2018-05-24T22:26Z 21.3K followers, [--] engagements

"If you want a mind blowing read check out the transcript from the $SIVB presentation at the MS TMT conference TWO DAYS ago. Not a question about balance sheet NIM deposits etc. Just more fleece vests bros asking questions about SaaS multiples crypto and VC trends. Unreal"
X Link 2023-03-09T23:38Z 23.1K followers, 92.3K engagements

"What's the single greatest buy signal It's not beat and raise not a purchase from Buffett or anyone else it's a stock not going down on bad news. I'm tweeting this out for my own benefit as much as anyone else who reads this. This dynamic is particularly relevent for shorts"
X Link 2020-11-20T17:57Z 23.1K followers, [---] engagements

"I'm long some $ENVX and candidly I'm exhausted by the magnitude and frequency of tweets on the company. There are some really informative insights being offered but all of the speculation and expectation creation is a huge waste of time. The stock is highly reliant on narrative given where the company is in its genesis. The truth is the biz doesn't change day to day or week to week but investors seem to be calling for an update every [--] minutes. The volatility is miserable and shorts are unrelenting in their attacks on this one. However the stock price action for now is a side show until"
X Link 2024-01-12T16:17Z 23.1K followers, 51.1K engagements

"Not sure if anyone has read the 8K for $CVNA. 35MM share ATM offering starting in 3-days. Bond exchange for $4.376B of Notes into $5.4B of Noteswhich are PIK for the next 2-years and then 9% or 11% cash pay thereafter. Plus the bondholders have Adesa now. Good luck with that"
X Link 2023-07-19T11:22Z 23.1K followers, 77.4K engagements

"Today @BittGlobal announced its 5th CBDC engagement this time in the Ukraine (Nigeria ECB Barbados Belize previously). Bitt is 80% owned by $OSTK & we have crickets among investors about a platform that eventually could be worth more than the current mkt cap of $OSTK #wakeup"
X Link 2021-12-14T16:37Z 23.1K followers, [---] engagements

"My $CHWY envy continues stock up 10% AH after printing 50% growth and 3% EBITDA margins. Meanwhile $OSTK prints 80%+ growth and 5% EBITDA margins at retail. $CHWY trades at 3.5-4.0x revs $OSTK at 1.0x. $CHWY has no free call options like @tZERO or @medici_ventures #JustSaying"
X Link 2021-03-30T20:29Z 23.1K followers, [---] engagements

"I just read the entire $OSTK partnership agreement with Pelion. This is a great deal. Incentives are aligned here given the structure of the carry rate for Pelion. You have a world class venture team now shepparding the Medici portfolio to maturity. Well done @JJohnsonNow"
X Link 2021-01-26T04:07Z 23.1K followers, [---] engagements

"After $CMG posted stunningly bad comps was $CAVA one of if not the easiest short on the board Yes. Did I do something about it No no I did not"
X Link 2025-08-12T20:56Z 23.1K followers, 14.2K engagements

"One week from tomorrow there will be officially TWO central bank digital currencies active in the world: 1) The Sand Dollar in the Bahamas which is backed by $350B mkt cap $MA and 2) DCash in the Eastern Carribean which is backed by @BittGlobal 84% owned by $3B mkt cap $OSTK"
X Link 2021-03-23T13:49Z 23.1K followers, [---] engagements

"5-10 years from now this could be viewed as a seminal event in the history of capital markets and blockchain based assets. Yes it does sound like hyperbole and execution will matter but its a really big deal $OSTK BREAKING NEWS Okay @gemini was huge but that doesnt even compare to this. Boston Security Token Exchange (@BSTXLLC) will be directly competing with NASDAQ and NYSE but fully-blockchain enabled. [----] is the year of security tokens Count on it. https://t.co/To0tvasUyM BREAKING NEWS Okay @gemini was huge but that doesnt even compare to this. Boston Security Token Exchange (@BSTXLLC)"
X Link 2022-01-28T02:22Z 23.1K followers, [---] engagements

"BREAKING NEWS Okay @gemini was huge but that doesnt even compare to this. Boston Security Token Exchange (@BSTXLLC) will be directly competing with NASDAQ and NYSE but fully-blockchain enabled. [----] is the year of security tokens Count on it"
X Link 2022-01-28T01:15Z 15.7K followers, [---] engagements

"Unless you've had the experience of doing the work on a short that goes to [--] you really have no appreciation for the grind and emotional toll it can take. You don't have to love @AureliusValue or @AlderLaneEggs but their commitment warrants your unrelenting respect and admiration"
X Link 2023-03-01T23:12Z 23.1K followers, 35.7K engagements

"@HindenburgRes I have complete admiration and awe for what you and your team accomplished over the years. The work was absolutely exceptional. Congratulations to you and your team for what was one of the best runs of short selling idea generation in the history of this industry. Best of luck"
X Link 2025-01-15T21:50Z 23.1K followers, 27.8K engagements

"Here's a live shot of @marcuslemonis after buying millions in stock personally raising guidance launching half a dozen growth initiatives and now increasing the dividend while his stock still trades at 10-11x earnings $CWH"
X Link 2020-09-18T02:09Z 23.1K followers, [---] engagements

"Two months ago we published a report entitled "An Activist's Playbook to Help Overstock Reach Its Maximum Potential". The report included [--] issues and solutions to those problems (attached pics). Over the past [--] weeks through the efforts of many shareholders including @John_Thaler_JAT @AlderLaneEggs MYSELF and dozens of other supportive and committed investors $BYON is now on a pathway towards an incredible evolution. The generosity passion and vision of @marcuslemonis is inspiring and every shareholder should feel tremendous gratitude to him and the other stakeholders who pushed for these"
X Link 2023-12-01T03:36Z 23.1K followers, 54.4K engagements

"$OSTK With some execution over the next 3-6 months @tzero will have a platform on which you can trade EVERYTHING STO's crypto stocks maybe even NFTs. $10T TAM. From a listener;"This is very simple. They create an app that lets you trade stocks crypto digital tokens& nft. Then they plow a ton of money into digital marketing to buy users. Then people do ev/user comp vs coinbase. Then its valued at 5b. @tZERO @Noursalehi @JJohnsonNow From a listener;"This is very simple. They create an app that lets you trade stocks crypto digital tokens& nft. Then they plow a ton of money into digital marketing"
X Link 2021-03-10T21:48Z 23.1K followers, [---] engagements

"From a listener;"This is very simple. They create an app that lets you trade stocks crypto digital tokens& nft. Then they plow a ton of money into digital marketing to buy users. Then people do ev/user comp vs coinbase. Then its valued at 5b. @tZERO @Noursalehi @JJohnsonNow"
X Link 2021-03-10T21:46Z 177.4K followers, [---] engagements

"$OSTK's @medici_ventures portfolio company @medici_land_gov signs a 7-year CONTRACT (not to be confused with a pilot project or MOU) with Zambia to provide blockchain based land titling services using their Enum platform. @Pelion_VP https://www.coindesk.com/medici-zambia-africa-blockchain-land-titling https://www.coindesk.com/medici-zambia-africa-blockchain-land-titling"
X Link 2021-04-30T12:39Z 23.1K followers, [---] engagements

"To add onto Marc's comments here unless you've actually taken time to understand the guts of the Wall Street trading machine and had conversations with various potential issuers across a number of industries you have no idea how important this truly is. Custody was a major bottleneck and deterrent to the issuance of tokenized assets. At long last @tzero has a streamlined offering which hopefully will lead to a steady flow of digital asset issuance utilizing the full capabilities of onchain solutions"
X Link 2024-09-10T13:21Z 23.1K followers, 19.9K engagements

"The crypto space is crumbling and @tzero has the backing of $ICE and the @NYSE a world class CEO and now an unrivaled BOD in this space. Its not just a play on crypto but asset digitization. The human capital flight to tZERO could be monumental as people follow talent $OSTK"
X Link 2022-06-15T13:12Z 23.1K followers, [---] engagements

"Worth a read and there are parallels but the author leaves out some critical details on Global Crossing late 1990's telecom CAPEX and shale. In a word: LEVERAGE. Global Crossing had $12B in debt when it filed. IPOs leveraged loans and high yield funded the 1990's telecom/internet boom. The hyperscalers are funding this CAPEX with FCF. It's a different construct. It doesn't mean the AI bubble won't eventually burst but I'm certain $META $GOOG $MSFT and others aren't going to trade like shale companies when their core biz remains extremely profitable and cash generative. I cant take it anymore."
X Link 2025-08-20T16:10Z 23.1K followers, 65K engagements

"I cant take it anymore. Finally time to say what I really think about the AI bubble👇 (Subscribe on my site and never miss another posting.) Global Crossing Is Reborn. https://t.co/iXtbOf71os https://t.co/dtbTgGhzJq Global Crossing Is Reborn. https://t.co/iXtbOf71os https://t.co/dtbTgGhzJq"
X Link 2025-08-20T15:59Z 171.4K followers, 316K engagements

"$OSTK owns 84% of @BittGlobal whose Dcash digital currency backed by the Eastern Carribean Central Bank just went live a few weeks ago. They have pilots in Barbados and Belize too. $OSTK has some compelling "free call options" embedded in the stock that could be worth BILLIONS"
X Link 2021-03-03T04:42Z 23.1K followers, [---] engagements

"If you think $OSTK will resume industry level growth of 10-15% after [--] that the Medici assets are worth their carrying value (much more IMO) and $OSTK will continue to generate 4-5% EBITDA margins then by my math $OSTK is trading at about 1.0x [----] EBITDA or has a negative EV"
X Link 2022-05-23T15:39Z 23.1K followers, [---] engagements

"This is a must watch for anyone that follows @tzero $BBBY or the broader #tokenization/$STO space. @Alan_Konevsky has provided more granularity on the road map for @tzero over the next 3-months than anyone before him by a wide margin. It's an ambitious mandate that includes goals for broker/dealer partnerships crypto partnerships native new issuance licensing deals and other technology developments. It's quite clear there's a level of urgency in the organization that is long overdue and much needed. https://www.youtube.com/watchv=tWpSQxgNyZU https://www.youtube.com/watchv=tWpSQxgNyZU"
X Link 2025-10-09T17:51Z 23.1K followers, 13.5K engagements

"Based on pre-mkt action $OSTK is still trading at 12-14x run-rate stand-alone retail EBITDA a business growing 100% plus. You're getting the ecomm biz at a huge discount and tZERO/Medici for FREE here"
X Link 2020-10-29T12:45Z 23.1K followers, [---] engagements

"I've received quite a few questions on @tZERO exiting crypto. Crypto will be a regulatory cesspool for a while with high CAC and increased capital requirements. I view this action as a indictment of crypto trading and a huge endorsement of the pipeline of STO's for @tZERO $OSTK"
X Link 2023-02-03T18:33Z 23.1K followers, 50.5K engagements

"Another great deck on the public markets from @coatuemgmt. I'm glad to see they highlighted the way in which $RKT is using AI to increase efficiency closing times and ultimately revenues. It will be interesting to see when they move onto AI winners beyond the data center/software stack. Soon I think. Read it here: https://drive.google.com/file/d/1Y2CLckBIjfjGClkNikvfOnZ0WyLZhkrT/view https://drive.google.com/file/d/1Y2CLckBIjfjGClkNikvfOnZ0WyLZhkrT/view"
X Link 2025-10-22T14:18Z 23.1K followers, 15.4K engagements

"Another lesson in "even with perfect information you might not trade something correctly in the short term" category. I present the weekly chart of $W vs. $OSTK. It goes beyond explanation. Those alligator jaws will close eventually strongly in the favor for $OSTK IMO"
X Link 2021-02-26T18:11Z 23.1K followers, [---] engagements

"I have no idea how the media will treat this $LK disaster but the headline really should be PRAISE for @muddywatersre and more thoughtful appreciation for the role that short sellers play in the market"
X Link 2020-04-02T13:31Z 23.1K followers, [---] engagements

"This is an incredibly important milestone for tZERO as it seeks to accelerate the pace at which the company can onboard STOs. This is a big step forward. $OSTK COMING SOON 👀: tZERO ATS to launch its self-clearing operations by the end of this month. COMING SOON 👀: tZERO ATS to launch its self-clearing operations by the end of this month"
X Link 2022-02-08T15:36Z 23.1K followers, [--] engagements

"COMING SOON 👀: tZERO ATS to launch its self-clearing operations by the end of this month"
X Link 2022-02-08T15:32Z 28.5K followers, [---] engagements

"@Pelion_VP "If someone came to us today to offer us for $1B for @tZERO we wouldn't give them [--] minutes of time." Yet here we are and public markets are ascribing ZERO value to the entire @medici_ventures based on $OSTK's current stock price"
X Link 2022-05-10T15:43Z 23.1K followers, [---] engagements

"The noise level on $BYON remains strangely high. To me THE CHART BELOW IS THE STORY and $BYON's progress in getting towards break even then steady cash flow generation and sustainable growth. Marketing cost per order in the quarter declined on a YOY basis for the first time in years. In 1Q25 $BYON had its highest contribution profit (gross profit/order - marketing cost/order) in two years. Historically the company has generated meaningful cash flow at an 11.5%-12% contribution margin order. If the company can sustain these contribution margin economics and grow modestly (or SIGNIFICANTLY)."
X Link 2025-04-29T16:11Z 23.1K followers, 13.4K engagements

"In [----] people are going to go back and wish they saw this tweet. $OSTK's @tZERO platform appears to be on the cusp of some MAJOR developments and is the ONLY regulated platform in the US to trade crypto and security tokens. The backing of the NYSE and $ICE is an added bonus"
X Link 2022-12-14T16:56Z 23.1K followers, [---] engagements

"This $TRUP print. Loss ratios skyrocketing the promised ARPA gains aren't coming through retention down LTV of pet collapsed and they used $12MM in cash. Of course they drew on their term loan to fund the biz. This should be an interesting call"
X Link 2023-05-04T20:19Z 23.1K followers, 72.3K engagements

"When will investors start to get IT on $CWH's future revenue earnings and FCF prospects @marcuslemonis is out there almost EVERY SINGLE DAY buying stock. 87K+ shares purchased for $2.8MM. I cannot recall another situation where investors ignored insider buying to this degree"
X Link 2020-09-01T13:00Z 23.1K followers, [---] engagements

"$OSTK's blockchain based land titling platform Medici Land Governance is set to introduce a digital land titling system for all of Rwanda in the coming months. @Pelion_VP https://www.newtimes.co.rw/news/over-10-million-land-title-deeds-could-go-paperless https://www.newtimes.co.rw/news/over-10-million-land-title-deeds-could-go-paperless"
X Link 2021-01-29T14:22Z 23.1K followers, [--] engagements

"I think @marcuslemonis did a brilliant thing on his 4Q21 call. $CWH pulled guidance. $CWH got ZERO credit for their guidance even though they crushed numbers for [--] yrs. Do your own work. I love the biz on my stress tested results with a 7-8% divvy yield and declining sharecount"
X Link 2022-02-23T14:55Z 23.1K followers, [--] engagements

"Things are really starting to align for @tZERO. It's just a matter of execution going forward and making sure the company has the right human capital in place to seize on its ENORMOUS opportunity $OSTK tZERO partnered with @FamilyOfficeNet to connect with its global network of 500k users including 15k+ family offices & 60k+ high-net-worth investors with an innovative regulated tech solution that provides a path to secondary liquidity on the tZERO ATS. https://t.co/u6YVRIomHi https://t.co/v9Ax3DjUQi tZERO partnered with @FamilyOfficeNet to connect with its global network of 500k users"
X Link 2021-02-02T14:07Z 23.1K followers, [--] engagements

"tZERO partnered with @FamilyOfficeNet to connect with its global network of 500k users including 15k+ family offices & 60k+ high-net-worth investors with an innovative regulated tech solution that provides a path to secondary liquidity on the tZERO ATS. https://www.businesswire.com/news/home/20210202005250/en/tZERO-Partners-With-Family-Office-Networks-to-Create-Liquidity-For-Its-Network-of-15000-Family-Offices-60000-High-Net-Worth-Investors"
X Link 2021-02-02T14:02Z 28.4K followers, [--] engagements

"For those that loved the $W print here's a refresher on $OSTK: Overstock is like $W but trades at HALF the multiple even though it is growing 45-50% faster has a better track record of profitability and has a handful of blockchain based investments potentially worth billions"
X Link 2020-11-03T12:16Z 23.1K followers, [---] engagements

"If you understand anything about markets trading systems exchanges clearing or settlement you recognize that this is an ENORMOUS development. Now @tzero's vision to have a fully integrated platform for trading of STOs crypto and NMS (stocks) can come to fruition. $OSTK tZERO ATS has been approved to settle and clear securities transactions for itself and its broker-dealer affiliates. https://t.co/6TeiJ7CtVP https://t.co/pp7R9uSI1t tZERO ATS has been approved to settle and clear securities transactions for itself and its broker-dealer affiliates. https://t.co/6TeiJ7CtVP https://t.co/pp7R9uSI1t"
X Link 2021-10-20T13:21Z 23.1K followers, [--] engagements

"tZERO ATS has been approved to settle and clear securities transactions for itself and its broker-dealer affiliates. https://www.businesswire.com/news/home/20211020005179/en/tZERO-ATS-Approved-to-Support-Clearing-Settlement-for-Its-Securities-Trading-Platform https://www.businesswire.com/news/home/20211020005179/en/tZERO-ATS-Approved-to-Support-Clearing-Settlement-for-Its-Securities-Trading-Platform"
X Link 2021-10-20T12:32Z 28.5K followers, [---] engagements

"Trying to figure out when the "Value" factor will start to trump the supposed "COVID19" factor for $CWH. Not often you can buy an industry leader with a long growth run way for 7x EPS. I don't think people understand how much HIGHER the new floor in EBITDA is for $CWH"
X Link 2021-03-05T16:29Z 23.1K followers, [--] engagements

"PAA Research Report: OSTK: The SECs Approval of the BSTX Exchange Could Represent a Seminal Event in the History of Capital Markets and the Blockchain http://www.pleaseactaccordingly.com/report/5544 http://www.pleaseactaccordingly.com/report/5544"
X Link 2022-01-28T14:01Z 23.1K followers, [--] engagements

"PAA Research Report: OSTK: Accelerating the Evolution of Overstock Raising Price Objective to $140 http://www.pleaseactaccordingly.com/report/5514 http://www.pleaseactaccordingly.com/report/5514"
X Link 2021-01-26T22:39Z 23.1K followers, [--] engagements

"Those that follow $OSTK closely have been hyper focused on @tzero and @BittGlobal. Rightfully so given their opportunity set. People have been sleeping on @GrainChainIO which is CRUSHING IT and could be the company from the Medici portfolio to go public https://www.globenewswire.com/news-release/2023/02/16/2609749/33533/en/Overstock-and-Pelion-Venture-Partners-Participate-in-GrainChain-Funding-Round.html https://www.globenewswire.com/news-release/2023/02/16/2609749/33533/en/Overstock-and-Pelion-Venture-Partners-Participate-in-GrainChain-Funding-Round.html"
X Link 2023-02-16T14:02Z 23.1K followers, 18K engagements

"Since going public 10+ yrs ago $Z $ZG has barely outperformed the S&P and underperformed the NASDAQ by 100%+ despite all of the mgmt genius there and huge Rev/EBITDA growth. The primary culprit Egregious SBC. The share count in FY12 was 66MM. Now it's 250MM+. #dilutionmatters"
X Link 2022-04-08T14:59Z 23.1K followers, [--] engagements

"If you've never watched the Wall Street Week epsidoe from Oct. [--] [----] it's well weather a watch. Louis Ruykeser was incredible in this moment. Something about the intro music and visuals always makes me happy. We live in historic times. https://www.youtube.com/watchv=XFn1G2goDQw https://www.youtube.com/watchv=XFn1G2goDQw"
X Link 2020-03-09T03:01Z 23.1K followers, [---] engagements

"I'm posting a pic of the first paragraph of today's report on $BYON. I guess there are more people than I realized that will get some joy from my pain. So here you go. All I ask in return is that you "pay it forward" with an act of kindness to someone else. I'm still looking forward to what the biz can accomplish with @marcuslemonis at the helm despite the challenges and missteps thus far. It won't be easy but turnarounds and transformations never are. https://www.pleaseactaccordingly.com/report/5634 https://www.pleaseactaccordingly.com/report/5634"
X Link 2024-10-25T20:04Z 23.1K followers, 26.2K engagements

"PSA for those interested in $OSTK and @tZERO. I will be on the call on 3/10. I have plenty of questions to ask but I know you have many as well. Send me your questions if they're good queries I haven't thought of I will try to ask them on the call. DMs are open"
X Link 2021-03-04T13:59Z 23.1K followers, [--] engagements

"$OSTK's @voatz gets invited to the RFP to manage online voting for the May [----] presidential election in the Phillipines. To say @voatz can become a multi-billion dollar biz probably does not do it justice. @AlderLaneeggs @JJohnsonNow https://businessmirror.com.ph/2020/12/14/comelec-starts-consultations-for-online-voting-for-overseas-filipinos/ https://businessmirror.com.ph/2020/12/14/comelec-starts-consultations-for-online-voting-for-overseas-filipinos/"
X Link 2020-12-15T14:37Z 23.1K followers, [--] engagements

"$OSTK This is 100% fact IMO. NFT's are the gateway to digitizing EVERYTHING and many NFT's will eventually become STO's. NFT's are the stepping stone from Bitcoin to Security Tokens I have a feeling the security token industry is going to absolutely blow up within the next two years. Companies like @INXLimited @tZERO @Securitize are gonna make this happen. get ready. Do your research. NFT's are the stepping stone from Bitcoin to Security Tokens I have a feeling the security token industry is going to absolutely blow up within the next two years. Companies like @INXLimited @tZERO @Securitize"
X Link 2021-03-18T19:24Z 23.1K followers, [--] engagements

"NFT's are the stepping stone from Bitcoin to Security Tokens I have a feeling the security token industry is going to absolutely blow up within the next two years. Companies like @INXLimited @tZERO @Securitize are gonna make this happen. get ready. Do your research"
X Link 2021-03-18T14:17Z 14.7K followers, [--] engagements

"$CWH trades like some sort of "trapdoor" EPS scenario is $2.00. Now they're paying out that much in a dividend. This isn't the $CWH of 18/19 eventually investors will figure that out. Here's a glaring signal of prospective earnings power. @AlderLaneeggs $cwh @CampingWorld @GoodSam https://t.co/26wiWwSWKC $cwh @CampingWorld @GoodSam https://t.co/26wiWwSWKC"
X Link 2021-08-23T20:33Z 23.1K followers, [--] engagements

"$cwh @CampingWorld @GoodSam"
X Link 2021-08-23T20:14Z 694.4K followers, [---] engagements

"I'm not one to slam the sellside but color me a little bit frustrated with BofA today. Initiaties on $OSTK with a neutral with [--] mentions of the GSA contract [--] reference to tZERO and estimates that are so absurdly low and non-sensical. The good news: $OSTK will crush estimates"
X Link 2020-09-04T13:04Z 23.1K followers, [--] engagements

"Not shocking to anyone that's paying attention to consumer credit and spending trends these days but here are the comments from $ALLY that has the stock down. Separately $ASO comps were pretty miserable. Tough times for a big swath of the country right"
X Link 2024-09-10T13:14Z 23.1K followers, 22.4K engagements

"If you've never looked at $BYON before I would encourage you to take the time to LISTEN (not read the transcript) to the company's 4Q23 earnings call. Investors vendors and customers are quickly realizing that this is a new day and new dynamic way at $BYON. It won't be perfect or easy but the rate of change and passion are palpable. Remember our 12-point checklist in our "activist playbook" from Sept [----] @marcuslemonis has addressed or solved for many of these issues already with many more things I didn't even think of to come. This is going to be a phenomenal journey"
X Link 2024-02-21T14:41Z 23.1K followers, 17.7K engagements

"$OSTK's tZERO has the assets regulatory approvals and platform in place to fulfill the role that Robindhood was supposed to be. The coming months will be interesting to see how this changes the growth trajectory of @tZERO especially with @Pelion_VP on board @AlderLaneeggs Whats happening with $GME & $AMC demonstrates why a more efficient and transparent blockchain-based securities ecosystem is more relevant than ever. On a decentralized platform this would not happen. @tZERO #blockchain #digitalsecurities Whats happening with $GME & $AMC demonstrates why a more efficient and transparent"
X Link 2021-01-28T18:53Z 23.1K followers, [--] engagements

"Whats happening with $GME & $AMC demonstrates why a more efficient and transparent blockchain-based securities ecosystem is more relevant than ever. On a decentralized platform this would not happen. @tZERO #blockchain #digitalsecurities"
X Link 2021-01-28T18:50Z [----] followers, [---] engagements

"Give @marcuslemonis a week or so and he'll probably own more OSTK than the rest of the Board combined. He already owns more than most of the mgmt team. His $500K purchase was more than the entire mgmt and Board bought over the past 5-yrs COMBINED. Another [--] of the [--] issues we identified was the abysmal 1.4% ownership of the mgmt team and Board. That will change quickly"
X Link 2023-10-05T01:55Z 23.1K followers, 18.7K engagements

"For those interested in really understanding how big the TAM is for $OSTK's @tZERO watch the following convo with @StephaneDeBaets about the upcoming St. Regis Aspen STO launch and the implications for the global CRE industry. #readytolaunch $OSTK https://www.youtube.com/watchv=-PBadym6d1k https://www.youtube.com/watchv=-PBadym6d1k"
X Link 2020-08-13T18:03Z 23.1K followers, [---] engagements

"$OSTK In case you didn't know it's a new era at the company characterized by high quality management and fantastic execution. The company delivers for customers and stakeholders alike"
X Link 2020-11-29T01:01Z 23.1K followers, [--] engagements

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