@AggieCapitalist Avatar @AggieCapitalist LeftHandedOctopus

LeftHandedOctopus posts on X about in the, $flyw, $clbt, market 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 37.66% finance 23.38% technology brands 9.74% financial services #2321 countries 2.6% automotive brands 2.6% celebrities 1.95% exchanges 0.65% cryptocurrencies 0.65%

Social topic influence in the 11.04%, $flyw #1, $clbt #3, market 6.49%, $wmt #640, stocks 5.84%, $gff #46, goldman sachs #295, growth 5.19%, $crox 4.55%

Top accounts mentioned or mentioned by @mayhem4markets @goldmansachs @riceforthought @jonrice80 @hugomanenti @minotaurstocks @oc_ulus @taylorstcap @troyoncapital @bluthcapital @irbezek @akwilk @betochmam @educated_rube @jszhang0912 @mac003_c @charliebilello @flywire @sharkninja @taylorhndrson

Top assets mentioned Flywire Corporation (FLYW) Cellebrite DI Ltd. Class A Ordinary Shares (CLBT) Walmart, Inc. (WMT) Griffon Corp (GFF) Goldman Sachs (GS) Crocs, Inc. (CROX) FIVE9, INC. (FIVN) United Parks & Resorts Inc. (PRKS) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) CRH Public Limited Company (CRH) Titan America SA (TTAM) Genius Sports Limited (GENI) Euronet Worldwide Inc (EEFT) Oracle Corporation (ORCL) Microsoft Corp. (MSFT) Metadium (META) Blackstone, Inc. (BX) Brookfield Asset Management Inc (BAM) CAVA Group, Inc. (CAVA)

Top Social Posts

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

"Voss Capital Nominates Three Candidates for Griffon Corp Board and sends letter to the Board: $GFF https://www.prnewswire.com/news-releases/voss-capital-nominates-three-candidates-for-griffon-corp-board-301430533.htmltc=eml_cleartime https://www.prnewswire.com/news-releases/voss-capital-nominates-three-candidates-for-griffon-corp-board-301430533.htmltc=eml_cleartime"
X Link 2021-11-23T14:21Z 11.2K followers, [--] engagements

"@Mayhem4Markets @GoldmanSachs "active job postings for tech roles increased by 13% from December [----] to January 2026""
X Link 2026-02-14T20:12Z 11.2K followers, [---] engagements

"@riceforthought @Mayhem4Markets @GoldmanSachs I did. I was showing the chart also includes librarians. 20k losses out of 6M employed with hiring intentions up big"
X Link 2026-02-14T20:20Z 11.2K followers, [--] engagements

"$TTAM Thesis Summary +7th largest cement company in the US (5% share) +61% FL by revenue +31% mkt share in FL 30% in VA 30% in NC 24% NY +150 mile profitable shipping radius for cement $0.30/ton/mile by truck $0.06/ton/mile by rail 90% is moved by truck in the US"
X Link 2025-07-01T20:09Z 11.2K followers, 21K engagements

"Our Q2 letter is out. Includes updates on $PRKS $ECN CN $CLBT $PHIN $ARE CN and $GENI.with new position disclosure on $FIVN. https://static1.squarespace.com/static/601ae5e60b044d0313307aca/t/68a890ff92d4b965200e4045/1755877631268/Q2+2025+Voss+Letter+to+Partners+-+VVMF.pdf https://static1.squarespace.com/static/601ae5e60b044d0313307aca/t/68a890ff92d4b965200e4045/1755877631268/Q2+2025+Voss+Letter+to+Partners+-+VVMF.pdf"
X Link 2025-08-22T16:08Z 11.2K followers, 26.9K engagements

"funny how an ERP rip and replace is a common short screen idea for companies given how risky and disruptive it is but now all of them will vibe code a replacement over the weekend no problemo"
X Link 2026-02-09T18:03Z 11.2K followers, 20.2K engagements

"@charliebilello $WMT is at 47x not 39x"
X Link 2026-02-15T00:07Z 11.2K followers, [---] engagements

"Voss Q1 letter up highlighting two new longs $FLYW @Flywire and $SN @SharkNinja @jonrice80 @taylor_hndrson @Scott_K_Rodgers https://static1.squarespace.com/static/601ae5e60b044d0313307aca/t/68408cdcdc7bfd6aa1d3e3cd/1749060831249/Q1+2025+Voss+Letter+to+Partners+-+VVMF+vF.pdf https://static1.squarespace.com/static/601ae5e60b044d0313307aca/t/68408cdcdc7bfd6aa1d3e3cd/1749060831249/Q1+2025+Voss+Letter+to+Partners+-+VVMF+vF.pdf"
X Link 2025-06-06T16:47Z 11.2K followers, [----] engagements

"$EEFT being 31% cheaper than it was at the height of Covid uncertainty and travel lockdowns and cheaper than any point during the depths of the GFC makes zero sense (leverage lower now EBITDA margins 10%+ higher now than both periods). 18% EPS CAGR over last [--] years"
X Link 2025-11-05T12:17Z 11.2K followers, [----] engagements

"Historically the company consistently garnered a premium to the overall market. Now at extreme discounts to both $WU (-3% revenue CAGR last [--] years) and what inferior non-diversified $IMXI was just acquired at. 20% upside just to equal IMXI's forward PE"
X Link 2025-11-05T12:17Z 11.2K followers, [----] engagements

"Existing home sales still scraping a 40-yr low but hit an [--] month high +1% y/y in Oct. Median home price still +2% y/y. Impressive $GFF has held 30%+ EBITDA margins in their garage door segment in a 2-3 year housing and R&R recession if EHS ever turns higher biz will explode"
X Link 2025-11-20T18:22Z 11.2K followers, [----] engagements

"$FLYW sitting at 7x [----] EV/FCF with 25% rev growth this year and 16% expected next year (been beating by HSD%). Our largest position. https://vosscapital.substack.com/p/flywires-flywheel https://vosscapital.substack.com/p/flywires-flywheel"
X Link 2025-12-08T17:20Z 11.2K followers, 20.9K engagements

"tl;dr a more recent update on $FLYW $FLYW sitting at 7x [----] EV/FCF with 25% rev growth this year and 16% expected next year (been beating by HSD%). Our largest position. https://t.co/B1nHEEoJf1 $FLYW sitting at 7x [----] EV/FCF with 25% rev growth this year and 16% expected next year (been beating by HSD%). Our largest position. https://t.co/B1nHEEoJf1"
X Link 2025-12-08T17:25Z 11.2K followers, [----] engagements

"$INVH.is selling more homes on a net basis via MLS than buying but sure attack the institutional SFR players for running up home prices on a nationwide basis"
X Link 2026-01-12T18:24Z 11.2K followers, [----] engagements

"@TroyOnCapital .what $FIVN EBITDA margin.up up up. $FLYW EBITDA margins.up by more than 20% since chatGPT came out and rising quickly. $CLBT EBITDA margins more than doubled since chatGPT came out etc. etc"
X Link 2026-01-15T17:38Z 11.2K followers, [----] engagements

"Bravo specifically noted that mkt participants are worried businesses might replace conventional software solutions with AI tools a fear he suggests is exaggerated. The PE firm is positioned to capitalize on these conditions having raised a $24B fund dedicated to software deals https://t.co/ytXe6bW6zt https://t.co/ytXe6bW6zt"
X Link 2026-01-21T15:31Z 11.2K followers, [----] engagements

"@BluthCapital in many cases the pricing is going up. see PAR comments on repricing legacy contracts being a big ARR driver next few years"
X Link 2026-01-27T18:23Z 11.2K followers, [----] engagements

"$PAR CEO did not say "we won't use equity" said no big deals with equity and clearly telegraphed a small tuck-in based on wanting the technology. Paid 1.5x revenue"
X Link 2026-01-28T18:18Z 11.2K followers, [----] engagements

"Re software pricing pressure $FLYW is already free for universities Now under 6x '27 EBITDA 16% cons rev growth this yr but been beating top line ests by HSD%. Low/No growth comps been getting acquired at mid-teens multiples (see $ROP/Transact Campus). https://vosscapital.substack.com/p/flywires-flywheel https://vosscapital.substack.com/p/flywires-flywheel"
X Link 2026-01-29T19:43Z 11.2K followers, [----] engagements

"$XPOF https://www.businesswire.com/news/home/20260202610231/en/Club-Pilates-Unveils-Circuit-Brands-First-New-National-Class-in-Seven-Years https://www.businesswire.com/news/home/20260202610231/en/Club-Pilates-Unveils-Circuit-Brands-First-New-National-Class-in-Seven-Years"
X Link 2026-02-02T17:05Z 11.2K followers, [----] engagements

"$WMT is 73x forward FCF estimates. $NVDA is 27x"
X Link 2026-02-02T19:13Z 11.2K followers, 12.9K engagements

"some of the fastest secular growth cos are now the cheapest stocks. $FLYW under 6x ebitda"
X Link 2026-02-03T15:12Z 11.2K followers, [----] engagements

"$FLYW Flywire selected by Simovative as preferred payment partner for education payments in the DACH Region More diversification for FLYW across central Europe. Largest market (UK) still growing 40%. some of the fastest secular growth cos are now the cheapest stocks. $FLYW under 6x ebitda. some of the fastest secular growth cos are now the cheapest stocks. $FLYW under 6x ebitda"
X Link 2026-02-03T15:33Z 11.2K followers, [----] engagements

"@sj_xxxxxxx which is about a 66% discount to the market"
X Link 2026-02-03T15:57Z 11.2K followers, [---] engagements

"@HugoManenti it is already free for customers"
X Link 2026-02-03T17:05Z 11.2K followers, [---] engagements

""For $CLBT upsell potential is not measured by [--] or 20%. We regularly find towns & counties making 5x increases in spend. Fort Worth has grown spend 650% over the past few years by moving from [--] seats of UFED to [--] seats all enabled with premium. "In three key federal agency renewals which occurred in Sep/Oct25 for the federal fiscal [----] year (begins October 1st) we found no evidence of weakness. To the contrary we found the DEA upselling by 69% y/y the DoJ up 33% and ICE up 16%" $CLBT renewals "In three key federal agency renewals which occurred in Sep/Oct25 for the federal fiscal [----] year"
X Link 2026-02-03T17:08Z 11.2K followers, [----] engagements

"$WMT sentiment.47 buys (yet has downside to avg PT) [--] sell (from Morningstar).this after it has risen to be 3x recent historical average multiples"
X Link 2026-02-03T20:28Z 11.2K followers, [----] engagements

"Software revenue revisions keep moving higher while the stocks meltdown. Take SMID software for example FY2 sales revisions up about 6-7% over the last [--] months while the stocks are down 30%"
X Link 2026-02-03T21:08Z 11.2K followers, [----] engagements

"@The_Pro_Invest more fun facts: $WMT was growing 17% then vs 4.3% now and its operating margins were [--] bps higher. FCF yield was as high as 11% in 2016-2017 when growth slowed vs closer to 1% yield now"
X Link 2026-02-03T23:22Z 11.2K followers, [---] engagements

"@irbezek $SPG total return 70% since then. Not great though all dividends"
X Link 2026-02-03T23:55Z 11.2K followers, [---] engagements

"more Musk fraud: "A landmark report by cybersecurity firm CHEQ (analyzing traffic during major events like the Super Bowl) found that 75.8% of traffic referred from X to advertisers' websites was "fake" (bots or scrapers).""
X Link 2026-02-04T01:41Z 11.2K followers, [----] engagements

"incremental positive for $FLYW: https://timesofindia.indiatimes.com/business/india-business/canada-looks-to-fast-track-india-trade-talks-invites-commerce-minister-piyush-goyal-for-fta-push/articleshow/127720678.cms https://timesofindia.indiatimes.com/business/india-business/canada-looks-to-fast-track-india-trade-talks-invites-commerce-minister-piyush-goyal-for-fta-push/articleshow/127720678.cms"
X Link 2026-02-04T14:25Z 11.2K followers, [----] engagements

"$CLBT down to 14x '27 EBITDA estimates with 125%+ FCF conversion likely under 12x FCF. Plus growth will accelerate this year along with expanding margins"
X Link 2026-02-04T17:35Z 11.2K followers, [----] engagements

"$EGHT is 20% more expensive than $FIVN with 2% rev growth 10% EBITDA margins and massive leverage (5x+)"
X Link 2026-02-04T18:03Z 11.2K followers, [----] engagements

"$GFF Taking Strategic Actions to become HBP pure play "When these actions are completed $GFF will be a pure-play residential & commercial N. American building products co w/ leading positions in residential garage doors commercial sectional doors rolling steel doors""
X Link 2026-02-05T14:28Z 11.2K followers, [----] engagements

"https://ir.griffon.com/news-releases/news-release-details/griffon-corporation-taking-strategic-actions-maximize https://ir.griffon.com/news-releases/news-release-details/griffon-corporation-taking-strategic-actions-maximize"
X Link 2026-02-05T14:28Z 11.2K followers, [----] engagements

"@AKWilk I would add in $FLYW headline consensus for 16% rev growth been beating top line ests by HSD% consistently. 6.7x EBITDA"
X Link 2026-02-06T16:50Z 11.2K followers, [----] engagements

"$BILL buyout rumor. Lower growth and lower margins than $FLYW at 2x the EBITDA multiple"
X Link 2026-02-06T17:35Z 11.2K followers, [----] engagements

"@CalvinValue @AKWilk https://vosscapital.substack.com/p/flywires-flywheel https://vosscapital.substack.com/p/flywires-flywheel"
X Link 2026-02-06T18:36Z 11.2K followers, [---] engagements

"RT @techfund1: Having done tons of coding cloud engineering as well as covering the software sector as an equity analyst over the last 15"
X Link 2026-02-09T17:06Z 11.2K followers, [--] engagements

"@beTochMam $FLYW is much higher quality than fewer competitors stickier customers more complexity (hundreds of cross border pairs) integration in ERPs vs quickbooks. http://bill.com http://bill.com"
X Link 2026-02-09T17:25Z 11.2K followers, [--] engagements

"RT @BluthCapital: In [----] Musk pumped the Cybertruck preorders saying 250k had been logged. Its been on the market for [---] yrs and has"
X Link 2026-02-09T17:33Z 11.2K followers, [---] engagements

"$AMZN / $ORCL [----] FCF revisions. h/t @jonrice80"
X Link 2026-02-09T17:44Z 11.2K followers, [----] engagements

"RT @MikeZaccardi: BofA: only Microsoft generating cash flow in excess of capex in FY26"
X Link 2026-02-09T18:01Z 11.2K followers, [---] engagements

"RT @rdd147: Concerns grow in space community as Elon Musk continues to lower estimates for payload capacity from 100-150 tonnes down 77% af"
X Link 2026-02-09T18:11Z 11.2K followers, [---] engagements

"Very pleased with the outcome of the clear value unlock on the US portion of CPP within $GFF. They are still working on selling Ames Australia and UK. HBP (garage doors) still achieving 30%+ EBITDA margins even in recessionary end markets. Stock should keep re-rating higher. https://t.co/2YSgX773JI https://t.co/2YSgX773JI"
X Link 2026-02-10T16:21Z 11.2K followers, [----] engagements

"RT @ClopayDoor: Looking for a love that lasts These Modern Steel garage doors are "the one." Their precise lines and distinct panels creat"
X Link 2026-02-10T16:28Z 11.2K followers, [--] engagements

"RT @jayparsons: Where did we add the most apartments over the past five years This chart shows us the fastest-growing submarkets in terms"
X Link 2026-02-10T17:35Z 11.2K followers, [--] engagements

"RT @DrChrisCombs: A lot of Moon + Mars timelines being thrown around today so while you likely don't need the reminder"
X Link 2026-02-10T18:25Z 11.2K followers, [---] engagements

"So Papa John's made in-house POS software & moved to $PAR. $MCD makes in-house POS & is likely moving to PAR yet the stock sold off 50% post PJs win on fears of all Tier-1 restaurant chains moving to develop software in-house. Literally the exact opposite is occurring real time"
X Link 2026-02-10T18:31Z 11.2K followers, 19.3K engagements

"$CLBT https://t.co/3sFIiUT1tT $CLBT https://t.co/3sFIiUT1tT"
X Link 2026-02-11T00:35Z 11.2K followers, [----] engagements

"RT @gothburz: I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000"
X Link 2026-02-11T18:35Z 11.2K followers, [----] engagements

"RT @randal_olson: Ask ChatGPT a complex question and you'll get a confident well-reasoned answer. Then type "Are you sure" Watch it comp"
X Link 2026-02-11T20:56Z 11.2K followers, [----] engagements

"RT @hissgoescobra: A bloodbath at xAI. Recall the devastating article a week ago about xAIs dangerous safety practices. Maybe disconnected"
X Link 2026-02-11T21:00Z 11.2K followers, [---] engagements

"https://t.co/KjpvxOsNi2 https://t.co/KjpvxOsNi2"
X Link 2026-02-11T21:54Z 11.2K followers, [----] engagements

"$WMT's PE is up by about [--] turns in the last month which is just about what its P/E was from 2010-2015"
X Link 2026-02-12T20:51Z 11.2K followers, [----] engagements

"A recurring bear thesis on $GFF for the last [--] yrs has been that garage door prices were poised to collapse back to '19 levels. Px's are still rising as of q1 during R&R recesssion. Unbelievable pricing power =+further proof pts HBP is the highest quality building products co"
X Link 2026-02-13T16:52Z 11.2K followers, [----] engagements

"@atelicinvest "cutting multiple CRMs & consolidating on 1" This has been an ongoing trend w/in software for yrs-consolidating vendors onto true platforms. Big cos will do the opposite of what the mkt is pricing as opposed to buying a bunch of new start-ups they will just go all in on largest"
X Link 2026-02-13T17:18Z 11.2K followers, [---] engagements

"PPG stock price.PPG estimates (collapsing).almost every chemical stock is same or 2x more expensive that my secularly growing software names. Are estimates just way behind and about to sky-rocket"
X Link 2026-02-13T19:38Z 11.2K followers, [----] engagements

""Recently senior executives at Salesforce have admitted both internally and publicly that they massively overestimated AIs capabilities. They have found that AI simply cant cope with the complex nature of customer service and totally fails at nuanced issues escalations and"
X Link 2026-01-16T21:54Z 11.2K followers, 2.8M engagements

"$CLBT down to 15x '27 EV/FCF vs Mkt at 36x trailing. An entrenched duopoly that will do 20% ARR growth & high 30s EBITDA margins. OBBB added $1T to its customer's budgets. Used in 90% of court trials. Hard to get on FedRAMP approval list don't think FBI will jump to vibe coded"
X Link 2026-01-21T18:00Z 11.2K followers, 16.3K engagements

""In three key federal agency renewals which occurred in Sep/Oct25 for the federal fiscal [----] year (begins October 1st) we found no evidence of weakness. To the contrary we found the DEA upselling by 69% y/y the DoJ up 33% and ICE up 16%" $CLBT renewals"
X Link 2026-02-03T17:05Z 11.2K followers, [----] engagements

"CLBT is uniquely positioned to deliver that solution and ROI for customers are going to be shocking.""
X Link 2026-02-12T23:32Z 11.2K followers, [----] engagements

"@Mayhem4Markets @GoldmanSachs https://www.prnewswire.com/news-releases/job-postings-for-future-hiring-a-positive-in-the-latest-tech-employment-data-comptia-analysis-finds-302685361.html#::text=At%20the%20same%20time%2C%20employerDecember%202025%20to%20January%202026 https://www.prnewswire.com/news-releases/job-postings-for-future-hiring-a-positive-in-the-latest-tech-employment-data-comptia-analysis-finds-302685361.html#::text=At%20the%20same%20time%2C%20employerDecember%202025%20to%20January%202026"
X Link 2026-02-14T20:12Z 11.2K followers, [--] engagements

"@Mayhem4Markets @GoldmanSachs"
X Link 2026-02-14T20:15Z 11.2K followers, [---] engagements

"@Mayhem4Markets @GoldmanSachs this is a small subse of "tech employment" about 10% of it. here are some of the jobs in that index hardly "tech" related and it looks like the losses are from Govt roles not private"
X Link 2026-02-14T20:07Z 11.2K followers, [---] engagements

"@riceforthought @Mayhem4Markets @GoldmanSachs "Employment increased modestly in the IT and custom software services and systems design category which accounts for nearly [---] million jobs in the total tech sector workforce of [----] million workers.""
X Link 2026-02-14T20:20Z 11.2K followers, [--] engagements

"@riceforthought @Mayhem4Markets @GoldmanSachs "Telecommunications companies accounted for the bulk of the job losses estimated at [-----] and likely a combination of reductions in holiday seasonal workers in retail stores and broader telecom layoffs announced late in 2025.""
X Link 2026-02-14T20:21Z 11.2K followers, [--] engagements

"@riceforthought @Mayhem4Markets @GoldmanSachs you are citing a chart showing layoffs of the seasonal workers selling AT&T phone plans inside of a Target store and calling it AI disruption"
X Link 2026-02-14T20:22Z 11.2K followers, [--] engagements

""We have repeatedly said $CLBT is the best AI use case we have seen in all of software. We would double down on that and suggest that AI will be a material incremental positive to the top and bottom line for CLBT going forward. Simply put the use case is ideal for AI"
X Link 2026-02-12T23:32Z 11.2K followers, [----] engagements

"Goldman Prime book positioning: Overall book Gross leverage +1.7 pts to 307.0% (98th %ile 1-yr) & Net leverage +3.0 pts to 82.1% (97th %tile 1-yr). Fundamental L/S Gross leverage [----] pts to 221.2% (97th percentile 1-year) and Net leverage +1.4 pts to 55.5% (60th %ile 1-yr)"
X Link 2026-02-13T22:07Z 11.2K followers, [----] engagements

"https://fortune.com/2026/02/13/tech-giant-ibm-tripling-gen-z-entry-level-hiring-according-to-chro-rewriting-jobs-ai-era/ https://fortune.com/2026/02/13/tech-giant-ibm-tripling-gen-z-entry-level-hiring-according-to-chro-rewriting-jobs-ai-era/"
X Link 2026-02-14T19:02Z 11.2K followers, [----] engagements

"@TMTLongShort if claude is taking over why didnt you just feed it this as a prompt and share the output"
X Link 2026-02-14T20:45Z 11.2K followers, [----] engagements

"@PronkDaniel quite a bit cheaper than 20x. Give them credit for '26 fcf estimates and its at 13x '27 FCF and maybe quite a bit cheaper than that if rev guide is sandbagged and 30% FCF margins hold"
X Link 2026-02-14T23:39Z 11.2K followers, [---] engagements

"$WMT is at 47x not 39x. Forward P/E Ratios. Walmart $WMT: [--] Apple $AAPL: [--] Google $GOOGL: [--] Amazon $AMZN: [--] Microsoft $MSFT: [--] Nvidia $NVDA: [--] Meta $META: [--] https://t.co/BSywhjbEV0 Forward P/E Ratios. Walmart $WMT: [--] Apple $AAPL: [--] Google $GOOGL: [--] Amazon $AMZN: [--] Microsoft $MSFT: [--] Nvidia $NVDA: [--] Meta $META: [--] https://t.co/BSywhjbEV0"
X Link 2026-02-15T00:08Z 11.2K followers, 13.7K engagements

"You can fool some people all of the time and those are the ones you want to concentrate on. - Elon Musk"
X Link 2020-01-01T21:17Z 11.2K followers, [--] engagements

"It will come as no surprise to FinTwit but small cap tech stocks are in a nasty bear mkt with the avg stock -43% from 52-wk high. Micro cap tech stocks -64% from their respective highs on avg. From @jonrice80 in our Q3 letter:"
X Link 2021-11-24T18:01Z 11.2K followers, [--] engagements

"Corporate leverage in the late 80s was wild"
X Link 2021-12-07T01:48Z 11.2K followers, [---] engagements

"Disagree with this. For [--] years I believed this but our ROI has been almost 4x higher in mid caps than micro caps over a [--] year period (40% CAGR versus low DD) Market equally inefficient up the mkt cap ladder. Buffett Lynch Greenblatt they all started in microcap for a reason. It's the only place in the public markets where an astute investor managing a small sum has a structural advantage over institutions. Buffett Lynch Greenblatt they all started in microcap for a reason. It's the only place in the public markets where an astute investor managing a small sum has a structural advantage"
X Link 2022-03-13T02:27Z 11.2K followers, [---] engagements

""In my [--] year career I've never seen real estate fundamentals in the sectors where we are focused as strong as they are today." Jonathan Gray CEO of $BX a few weeks ago. Largest focus recently has been single family rental"
X Link 2022-03-18T22:14Z 11.2K followers, [---] engagements

"This shows rolling [--] Year US Housing Starts (Single Family + Manufactured Housing) relative to rolling 10-year household formation"
X Link 2022-04-08T19:54Z 11.2K followers, [--] engagements

"Large private homebuilder JPM hosted a call with today: "Every week we expect to see a slow down in demand but just haven't seen it yet." "I would have thought at 5% we would have seen a slowdown. I'm a little bit surprised." Up up up"
X Link 2022-04-14T16:09Z 11.2K followers, [--] engagements

"Interesting from Bloomberg Intelligence. S&P [---] PE gone from 31.6x a year ago to 16.3x (trailing) currently. Equivalent multiple compression took [--] years in internet bubble burst. Now 17% of the SP500 trades at single digit fwd PE (was 33% at bottom in March [--] and 24% Q4 18)"
X Link 2022-06-07T18:11Z 11.2K followers, [---] engagements

"Quite the paradox of the market. If you think we will have a recession sell the stocks at 2x FCF (materials cos energy steel stocks etc.) and buy perennial cash incinerators at 5x+ revenue (ARKK as proxy)"
X Link 2022-07-05T17:36Z 11.2K followers, [---] engagements

"There cannot be a better time to be a value investor Anuj Ranjan MD at $BAM. Public markets are not valuing businesses the way that private markets are Ranjan said. Today I think private sponsors should be doing more public-to-privates. I concur. $GFF"
X Link 2022-09-01T23:07Z 11.2K followers, [--] engagements

"That now makes $BX $KKR and $BAM (not to mention Thoma Bravo) all stating that they're focusing on public-to-private buyouts and public markets are the most interesting area to focus on right now. Explosion of M&A continuing/coming Q4 IMO. There cannot be a better time to be a value investor Anuj Ranjan MD at $BAM. Public markets are not valuing businesses the way that private markets are Ranjan said. Today I think private sponsors should be doing more public-to-privates. I concur. $GFF There cannot be a better time to be a value investor Anuj Ranjan MD at $BAM. Public markets are not valuing"
X Link 2022-09-01T23:22Z 11.2K followers, [--] engagements

"Small cap value (taking positive earners only) is 15% cheaper now on an earnings basis than it was at the end of [----]. 9.85x 2022E earnings vs 11.6x then. Crazy. Price/Operating Cash Flow got down to 6.6x end of [----] we're currently at 7.3x using [----] estimates"
X Link 2022-12-29T00:26Z 11.2K followers, 43.4K engagements

"LEON COOPERMAN: Im eighty years old. Im in capital preservation mode. Im not as engaged as I used to be though I do have an opinion and the opinions are the opinion of a long-term investor. I think the market is over-valued but the market is extremely bifurcated. You have"
X Link 2023-07-20T15:15Z 11.2K followers, 30.1K engagements

"Voss gets a shout out from industry legend Britt Harris at the [--] min mark for having "the best investment track record he is aware of." He also calls me out for having the worst grades of any of the 800+ in the history of the Titans of Investing program https://www.youtube.com/watchv=6JifEh1vR0I https://www.youtube.com/watchv=6JifEh1vR0I"
X Link 2023-08-04T18:32Z 11.2K followers, 14.1K engagements

"The Russell [----] Value Index is up only 12% since the end of [----]. Earnings next year expected to be up 166% from [----] levels"
X Link 2023-08-17T16:17Z 11.2K followers, 16K engagements

"$CROX's buyback is 17% of the shares out here. It's at an 11% FCF yield with mgmt (very credible) guiding to a 22% FCF CAGR next 3-years. They're growing core Crocs brand in every region and growth in Asia = +47% LTM. Insiders buying"
X Link 2023-08-17T23:43Z 11.2K followers, 142K engagements

"Equal wtd SP500 index fwd PE ratio is the lowest since at least [----] here at 14.8x [----] Ests R2K Value is at 9.5x trailing & 10.7x [----] ests (15x LT avg) on par w/ [----] average valuations. Really need earnings to collapse here or interest to skyrocket to justify valuations"
X Link 2023-09-13T20:23Z 11.2K followers, 16.7K engagements

"$CROX now at a 14.2% FCF yield on [----] estimates. FCF estimates are higher now than when the stock was a $180. Buyback authorization is also now equal to 18.5% of shares outstanding. $CROX's buyback is 17% of the shares out here. It's at an 11% FCF yield with mgmt (very credible) guiding to a 22% FCF CAGR next 3-years. They're growing core Crocs brand in every region and growth in Asia = +47% LTM. Insiders buying. $CROX's buyback is 17% of the shares out here. It's at an 11% FCF yield with mgmt (very credible) guiding to a 22% FCF CAGR next 3-years. They're growing core Crocs brand in every"
X Link 2023-09-15T19:16Z 11.2K followers, 79.6K engagements

"My $CROX tweets get up to 200x the engagement as some of my others How does it seem so loved by FinTwit yet so hated by the market overall I am using its all-time-high FCF yield as a proxy for it being so out of favor.was only higher in the 1H [--] panic +inventory flush. $CROX now at a 14.2% FCF yield on [----] estimates. FCF estimates are higher now than when the stock was a $180. Buyback authorization is also now equal to 18.5% of shares outstanding. $CROX now at a 14.2% FCF yield on [----] estimates. FCF estimates are higher now than when the stock was a $180. Buyback authorization is also now"
X Link 2023-09-15T21:07Z 11.2K followers, 21.7K engagements

"From Wedbust on $CROX this AM. Crox is the cheapest branded apparel/footwear stock in the public market despite having perhaps the highest margins & rapidly taking market share. Giving core Crocs the same multiple as no-growth lower margin Uggs means HeyDude is valued at 1x"
X Link 2023-09-19T15:54Z 11.2K followers, [----] engagements

"We (Voss) have established our largest position ever by cost (13-15% of portfolio at cost so far across different funds). Will reveal in Q3 letter in [--] weeks. So many stocks at all time low valuations (with upward revisions). This market is pretty juicy beneath the covers"
X Link 2023-09-21T15:50Z 11.2K followers, 28.3K engagements

"Birkenstock is the only shoe company that comes close to $CROX EBIT margins"
X Link 2023-09-21T19:12Z 11.2K followers, 17.2K engagements

"I think we rip from here as soon as rate hysteria/myopia abates. Inflation expectations moving down while GDP growth rate assumptions have doubled in the last 3mos & that's why rates are rising. Equal wtd S&P PE lowest since at least '10 10% cheaper than '11 w/ revisions surging"
X Link 2023-09-22T04:03Z 11.2K followers, 22.6K engagements

"🫣 Median Small Cap Drawdown. Only worse in modern times during the worst of the GFC and very briefly around the Covid lockdown announcement. This combined with record wide spread b/w QQQ/IWN and IWN at 9x earnings"
X Link 2023-10-04T23:19Z 11.2K followers, 15.5K engagements

"Right now small cap indices are lower than they were [--] months ago. Using monthly closing prices small caps were only lower on a rolling 6-yr basis in [--] months in all of history Sep. [----] and Mar. [----] (Feb. [--] = up marginally). Subsequent [--] [--] 36-mo returns were v strong"
X Link 2023-11-03T01:30Z 11.2K followers, 26.8K engagements

"Buy complexity confusion uncertainty and apathy at a discount. Sell clarity simplicity and exuberance at a premium"
X Link 2023-11-30T04:05Z 11.2K followers, 11.8K engagements

"$CROX.cheapest branded apparel/footwear company in public markets and the highest operating margins by far"
X Link 2024-01-08T14:58Z 11.2K followers, [----] engagements

"The bubble is not FANG (other than $TSLA which will have negative growth & negative FCF as soon as this Q and is 90% overvalued IMO) .the bubble is in the 2nd and 3rd tier (mostly) tech names (that are mostly still unprofitable) at 10-20x revenue not GOOGL at 23x earnings"
X Link 2024-01-29T22:23Z 11.2K followers, [----] engagements

""Fed's Powell: [--] basis point rate hike not being 'actively considered'" 5/4/22 "Fed hikes its benchmark interest rate by [----] percentage points" 6/15/22 Stop listening to/caring about what the Fed says"
X Link 2024-01-31T20:37Z 11.2K followers, 20.4K engagements

"Within the $IWM Value factor -9% YTD and Momentum +8%.quite the spread for 5-6 weeks"
X Link 2024-02-12T22:48Z 11.2K followers, 26.4K engagements

"Hundreds of stocks look like bubbles here. Even with higher rates and slower growth a large swath under the covers is at [----] valuation levels. Lots of ho-hum biz at 50x+ earnings or 10-20x revenue. Seems we are still setting up for the greatest speculative mania of all time"
X Link 2024-02-22T20:08Z 11.2K followers, 10K engagements

"Software stocks are near the [--] year low multiple on EV/NTM Gross Profit (Median). Who is the next M&A target h/t @jonrice80"
X Link 2024-04-17T17:44Z 11.2K followers, 11.6K engagements

"Is the $TSLA price reaction the dumbest/most inefficient reaction to corporate news in capital markets history +$100B added for licensing maps from Baidu when FSD dominance globally was long ago priced in. Tesla China registrations running -50% y/y"
X Link 2024-04-29T17:25Z 11.2K followers, 11.1K engagements

"The EV recession is so bad that even Elon is getting out of the business. - Jonas at MS conference $TSLA"
X Link 2024-05-15T17:05Z 11.2K followers, 24.2K engagements

"$SWI.cheapest software stock over $1B. Likely being shopped soon. 90%+ upside to 14x FCF"
X Link 2024-05-24T15:31Z 11.2K followers, 26K engagements

"$RTO.100% upside just from reverting to its own historical valuation"
X Link 2024-05-24T15:32Z 11.2K followers, 30.7K engagements

"$GENI 110% upside to 12x [----] EBITDA (will be doing a 40% EBITDA CAGR and 30% EBITDA margins)"
X Link 2024-05-24T15:33Z 11.2K followers, 16.7K engagements

"$IMXI 100% upside over the next [--] months if it just goes to 10x EPS"
X Link 2024-05-24T15:34Z 11.2K followers, [----] engagements

"$CRH is juicy here. 8x '25 EBITDA ( $MLM at 13x $VMC 14x $ROAD 13x) Think there was disappntmnt/selling from not being added to $SPY this Q Earnings revisions moving higher Base case PT $108 = 11.6x for N.A. segment 7x for European. 10x total a 30-40% discount to comps"
X Link 2024-06-21T17:57Z 11.2K followers, 13.9K engagements

"80% of "mega projects" haven't even broken ground yet. Nearly all of the IIJA funds will hit from 2025-2028. $CRH $ALTG"
X Link 2024-06-26T16:56Z 11.2K followers, 20.2K engagements

"$NVDA is not the bubble"
X Link 2024-09-10T19:54Z 11.2K followers, 304.4K engagements

"$CAVA insiders closing in on $1B of insider sales in the last [--] days and the stock rips higher every day"
X Link 2024-09-12T18:16Z 11.2K followers, [----] engagements

"$CAVA setting an all-time valuation record for a restaurant stock"
X Link 2024-10-11T19:36Z 11.2K followers, 72.2K engagements

"$PAR is growing 10% faster than $AGYS organically is larger by revenue its stock is more liquid it has less customer concentration (AGYS all Marriott) and yet.it trades for 1/2 AGYS's forward revenue multiple. Where do they shake out in 1-2 years"
X Link 2024-10-16T18:41Z 11.2K followers, 25.4K engagements

"Actively managed small cap funds shunning small caps"
X Link 2024-10-18T19:29Z 11.2K followers, 404.4K engagements

"The election hasn't changed anything except set off a speculative euphoria. Momentum factor vs Value factor blowing out to new wide on the year a 60% spread"
X Link 2024-11-07T22:50Z 11.2K followers, 12.8K engagements

"Add $ORCL to a growing list of stocks that are going parabolic on flat/negative earnings revisions. Up 70% in six months on flat EPS ests. [--] standard deviations expensive relative to its own 5-year history"
X Link 2024-11-07T23:55Z 11.2K followers, 10.9K engagements

"If you add up passives + Hill Path + "long term holders" of $PRKS (like Voss Barrow Hanley Semcoe etc.) you get to 93-94% of shares out and 25% of the float is short.with more buybacks coming. Nice set up"
X Link 2024-11-08T19:44Z 11.2K followers, [----] engagements

"We haven't seen euphoria like this in.three years"
X Link 2024-11-11T16:29Z 11.2K followers, [----] engagements

"Sheesh.the momentum factor/value factor is absolutely blowing out post election. Not what I would have expected.the most expensive cohort of stocks/recent winners going absolutely bonkers and Value is still meh. Now a 75%+ spread YTD"
X Link 2024-11-13T00:55Z 11.2K followers, 24.3K engagements

"$WMT up to 38x forward earnings estimates with 5% revenue growth. In the internet bubble peak multiple of 55x it was growing 26%+"
X Link 2024-12-03T21:21Z 11.2K followers, 44K engagements

"Oh also $WMT operating margin was 7% in [----] when it was growing mid-20s % vs 3.9% operating margins now. $WMT up to 38x forward earnings estimates with 5% revenue growth. In the internet bubble peak multiple of 55x it was growing 26%+. https://t.co/pMbWH1OCD2 $WMT up to 38x forward earnings estimates with 5% revenue growth. In the internet bubble peak multiple of 55x it was growing 26%+. https://t.co/pMbWH1OCD2"
X Link 2024-12-03T21:27Z 11.2K followers, 12.9K engagements

"Nasdaq up 2.84% MTD and Russell [----] -8.1%.this spread is in the 99.8th %ile since [----] over any rolling three week period.only brief time in late '99 early '01 and March [----] were worse"
X Link 2024-12-23T22:58Z 11.2K followers, 133.2K engagements

"value factor -18% ytd wow"
X Link 2024-12-31T22:18Z 11.2K followers, 67.9K engagements

"$IBM lol.how is this up The AI "book of business" They are growing 1% with higher multiples than $GOOGL"
X Link 2025-01-29T22:03Z 11.2K followers, [----] engagements

"We're stuck in groundhog day here.Momentum factor a quick 12.6% spread over the value factor YTD"
X Link 2025-02-04T22:11Z 11.2K followers, 47.2K engagements

"CapEx as a % of est. [----] sales Steel producers: $STLD: 4.9% $X: 6.1% $CLF: 3.3% Tech titans: $GOOGL: 21.5% $META: 31.8% $MSFT: 22.7%"
X Link 2025-02-05T02:46Z 11.2K followers, 48.3K engagements

"Lots of cheap small/mid caps out there again with a few seemingly hitting all-time low valuations somehow. What is on your radar that has never/rarely been cheaper"
X Link 2025-03-13T02:21Z 11.2K followers, 43.9K engagements

"Trade war with China Quick pile into $WMT at 38x. Stock up a few % since tariffs on their largest country of origin for merch went from 5% to 125%"
X Link 2025-04-11T17:51Z 11.2K followers, [----] engagements

"Has the market become permanently dumbed down and more inefficient in the age of social media"
X Link 2025-04-25T15:48Z 11.2K followers, 40.2K engagements

"joking aside I believe this is hands down the "most speculative bear market in history." A lot of securities with intrinsic values approximating $0 have absolutely ripped"
X Link 2025-04-25T18:51Z 11.2K followers, [----] engagements

"$CVNA approaching its [----] high.but now with the share count up 91%"
X Link 2025-05-14T16:04Z 11.2K followers, 51.6K engagements

"Top buyout candidates: $ECN CN (most likely by JV partner $SKY) $PHIN (most likely by $APO) $TTAM (most likely by $CRH) $FLYW (most likely by large strategic FinTech or a bank) $FIVN (most likely by partner $CRM) $POWL (by a larger strategic) $RTO (PE consortium) $CLBT (by $AXON)"
X Link 2025-07-01T20:16Z 11.2K followers, 24.2K engagements

"$FLYW ups buyback to $200M authorization. 16% of the company. $FLYW everyone panic selling it the last few weeks over stablecoin meanwhile: "Signed a partnership with a leading provider of stablecoin payment infrastructure to integrate stablecoin payment capabilities into Flywire's global payment network." $FLYW everyone panic selling it the last few weeks over stablecoin meanwhile: "Signed a partnership with a leading provider of stablecoin payment infrastructure to integrate stablecoin payment capabilities into Flywire's global payment network.""
X Link 2025-08-05T20:41Z 11.2K followers, 19.6K engagements

"ICYMI think $FLYW is a multi-bagger from here. disclosure: my firm owns 8% of the company https://vosscapital.substack.com/p/flywires-flywheel $FLYW ups buyback to $200M authorization. 16% of the company. https://vosscapital.substack.com/p/flywires-flywheel $FLYW ups buyback to $200M authorization. 16% of the company"
X Link 2025-08-08T16:11Z 11.2K followers, 16K engagements

""If you are an active manager and the last [--] weeks hasnt been a complete disaster of relative underperformance congratulations. I really couldnt design a worst set of factor performance metrics for fundamentally focused active managers"
X Link 2025-08-08T20:47Z 11.2K followers, 120.2K engagements

"than what weve experienced the last [--] days (On an EW basis both Quality And Value have had about as bad a [--] days relative performance as any since COVID)." the opening of a RayJay strategy note"
X Link 2025-08-08T20:47Z 11.2K followers, 11.3K engagements

"Sentiment check: an IPO of a company called "Bullish" that is backed by Cathie Wood that is losing $300M/year is a hot IPO"
X Link 2025-08-11T21:01Z 11.2K followers, 16.5K engagements

"We bought 5% of $FIVN. Narrative all wrong. Base case PT $45 on just 9x EBITDA"
X Link 2025-08-15T17:54Z 11.2K followers, 22.9K engagements

"We need a generational/sustainable bear market to wash this mentality out. Imagine working a 9-5 fiat job while Bitcoin breaks all-time highs to generational wealth. Dollar is down 10% YTD all employees got demoted. Highest alpha move is to quit working & study Bitcoin to develop conviction. That conviction allows you to go all in. No other way. Imagine working a 9-5 fiat job while Bitcoin breaks all-time highs to generational wealth. Dollar is down 10% YTD all employees got demoted. Highest alpha move is to quit working & study Bitcoin to develop conviction. That conviction allows you to go"
X Link 2025-08-15T19:29Z 11.2K followers, 18.9K engagements

"$CROX article in WSJ today. "she wears her Crocs for daily errands such as buying more Crocs." Still growing 30% y/y in China. $CROX https://t.co/eN87xKrPbn $CROX https://t.co/eN87xKrPbn"
X Link 2025-08-19T15:43Z 11.2K followers, 12.1K engagements

"Some of our holdings and their remaining buyback authorization as a % of shares out: $GFF: 10% $PRKS: 20% (40% of float pending new $500M approval) $CROX: 24% $PHIN: 10% $EEFT: 16% $FLYW: 14%"
X Link 2025-08-20T18:30Z 11.2K followers, 15.6K engagements

"$WMT: 4% revenue growth 6% EBITDA margins 2% FCF margins 14% ROIC. 41x [----] EPS estimates. $AMZN: 11% Revenue growth 25% EBITDA margins 6.5% FCF margins 15% ROIC. 28x [----] EPS estimates"
X Link 2025-10-14T18:55Z 11.2K followers, 62.1K engagements

"Of the top [--] constituents of the $IWM only one has an EV/Sales under 4x and only one is under 40x EV/EBIT. Four essentially have no revenue and five are not profitable"
X Link 2025-10-16T17:58Z 11.2K followers, 36.3K engagements

"Unprofitable Tech vs S&P [---] (from Goldman) currently in a 43% relative rally just since the start of July"
X Link 2025-10-16T20:16Z 11.2K followers, 23.2K engagements

"Value factor up 2% today 3-month Momentum -5%. source: Morgan Stanley Research"
X Link 2025-10-21T23:07Z 11.2K followers, 12.8K engagements

"Momo sell off at -13% over [--] days so far median momentum drawdown is 23%"
X Link 2025-10-22T18:55Z 11.2K followers, 13.3K engagements

Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1

Example response:

{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}

Schema:

Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1

Example response:

{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}

Schema:

Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1

Example response:

{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}

Schema:

Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

Example request:

curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1

Example response:

{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}

Schema:

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing