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@ActAccordingly Avatar @ActAccordingly PAA Research

PAA Research posts on X about ai, $trex, the good, $wtm the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX%

Social topic influence ai 9.52%, $trex 9.52%, the good 9.52%, $wtm #1, $vfc 4.76%, vans 4.76%, the first 4.76%, products 4.76%, vfc 4.76%, red XXXX%

Top accounts mentioned or mentioned by @tbpn @rhouseresearch @alderlaneeggs @compound248 @thestalwart @tzero @alankonevsky @marcuslemonis @benshooter @dj_ebitda @cedarstresearch @saynototrading @acipartnerhship @notjanetyellen7 @joseywalespace @investacct2 @mmlionfund

Top assets mentioned Trex Company, Inc. (TREX) White Mountains Insurance Group Ltd. (WTM) VF Corp (VFC) Kroger Co (KR) General Mills, Inc. (GIS) Catcoin (CATS) Matrix AI Network (MAN) Zillow Group, Inc. Class C Capital Stock (Z) Zillow Group, Inc. (ZG) Rocket Companies, Inc. (RKT) CoStar Group, Inc. (CSGP) AFLAC Incorporated (AFL)

Top Social Posts

Top posts by engagements in the last XX hours

"The stock isn't trading off this today but a notable development for #vans and $VFC. For the first time in years query volume for "vans" is up a huge amount YOY and for the past couple of weeks eclipsed 2022 levels. Is this a "blip" or the start of some legitimate brand "heat" New products and collaborations have certainly drawn a lot of attention of late"
X Link 2025-12-08T20:59Z 22.6K followers, 2814 engagements

"I've seen some really interesting interviews on @tbpn but I'm still trying to figure out if this platform is the Red Herring of this cycle or a new enduring platform. If you don't know Red Herring you probably did better in the market than I did this year without worrying about possible AI bubble formation. Every general fights the last war or in this case 6-7 "wars" ago"
X Link 2025-12-08T21:54Z 22.6K followers, 2553 engagements

"@RHouseResearch @tbpn I'm available Thank you for the kind words"
X Link 2025-12-09T02:32Z 22.6K followers, XXX engagements

"My contribution to the $GIS imvestment thesis mosaic: $KR offering buy X get X FREE on all General Mills cereals. Doesn't seem inflationary. Not a great look for gross margins for the $GIS quarter. I'm in a Kroger twice a week on average. Never have seen this before"
X Link 2025-11-16T09:13Z 22.6K followers, 6767 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 2025 the company just guided XX% below the street for 4Q on topline and the space hasn't grown for 3-years. Will $TREX"
X Link 2025-11-04T21:24Z 22.6K followers, 19K engagements

"$MAN taking out the 1Q09 post GFC lows today. I've been short for a while but as is often the case with the good ones when it starts to cascade it happens much faster than you think. It seems deep cyclical concerns have been layered onto the secular AI based bear case. Ugly action"
X Link 2025-11-19T19:34Z 22.6K followers, 1965 engagements

"$Z $ZG $RKT $CSGP: Details on Todays Rental Property Marketing Industry Following a Curious Action from the FTC Against Zillow and Rocket"
X Link 2025-10-01T14:26Z 22.6K followers, 2077 engagements

"$WTM selling a controlling interest in Bamboo its resi insurance platform at a $1.75B valuation. The deal will add $310/share in book value to $WTM which already trades at a discount to tangible book. $WTM is a different kind of insurance company built in the spirit of Berkshire. I own a little bit mainly based on the company's history of capital allocation and consistent book value creation. It will be interesting to see how they deploy the proceeds from this deal"
X Link 2025-10-03T12:39Z 22.6K followers, 2193 engagements

"$WTM shares up 5-6% after announcing a tender offer for roughly X% of the shares outstanding in a range of $1850-$2050. This management team excels at capital allocation as they build a mini $BRK"
X Link 2025-11-21T16:12Z 22.6K followers, 2200 engagements

"For those that forgot 5-years ago $AFL put $200MM into $TRUP at $55/share. Their return on that investment has been beyond abysmal. They can sell at any time at this point. Not sure why they stick around when $TRUP's CEO calls Aflac a "nascent channel" after 5-years of working together. The comments from the 3Q25 earnings call below have me wondering"
X Link 2025-11-07T19:58Z 22.6K followers, 3087 engagements

"$SCHL selling its HQ and Jefferson City DC for NET proceeds of $401MM which is more than XX% of the mkt cap and approximately XX% of the EV. It will be interesting to see how the company allocates capital. Presumably debt paydown first then more share buybacks. The biz continues to churn out cash as well"
X Link 2025-12-02T13:52Z 22.6K followers, 11.9K engagements

"@RHouseResearch @tbpn The good ones always seem that way although the timing on this one was pretty good. Unlike something like $TREX which played out as predicted but over 5-6 years"
X Link 2025-12-09T02:40Z 22.6K followers, XXX engagements