@AstutexAi Avatar @AstutexAi astutex.ai

astutex.ai posts on X about $deck, $www, $onon, luxury 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 fashion brands cryptocurrencies finance technology brands luxury brands countries social networks automotive brands currencies

Social topic influence $deck #10, $www #1, $onon #17, luxury, asics #433, in the, $nke, $7936t #433, $vfc #8, $rl #4

Top accounts mentioned or mentioned by @tickerplus @gansic966 @mikefritzell @fedex774 @electraheart99 @clarksquarecap @placerai @figueredocarlos @trampasalpoker @spyichika @iamngupta8 @r2discovery @benbonning @nitinkinvests @nitinkinvest @illerintwit @accioneafi @breadcrumbsre @bbbojangles @theproinvest

Top assets mentioned Deckers Outdoor, Corp. (DECK) On Holding AG (ONON) Nike Inc (NKE) VF Corp (VFC) Ralph Lauren Corp (RL) Lululemon Athletica Inc (LULU) Skechers U.S.A., Inc. (SKX) Amer Sports, Inc. (AS) Crocs, Inc. (CROX) Tapestry, Inc. (TPR) Life Time Group Holdings, Inc. (LTH) Savers Value Village, Inc. (SVV) VERAsity (VRA) Alphabet Inc Class A (GOOGL) Five Below, Inc. (FIVE) Under Armour Inc Class A (UAA) Columbia Sportswear Co (COLM) Steven Madden Ltd (SHOO) Planet Fitness, Inc. (PLNT) PVH Corp (PVH) AdShares (ADS) Birkenstock Holding plc (BIRK) Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI) SafeMoon (SFM) Carter's Inc. (CRI) Dollar Tree Inc (DLTR) Netflix Inc (NFLX) Burlington Stores, Inc. (BURL) Align Technology, Inc. (ALGN) Acushnet Holdings Corp. (GOLF) Abercrombie & Fitch Co. (ANF) Ross Stores, Inc. (ROST) Garmin Ltd. (GRMN)

Top Social Posts

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

"How sports products manufacturers are doing on Amazon $NKE $UAA improving $SKX $ADDDF stable $PMMAF $ASCCF losing"
X Link 2018-08-08T06:48Z [----] followers, [--] engagements

"Fashion/Retail/Apparel companies growing fastest in social media (Facebook+Instagram) $FRCOF $PPRUF $GES $BOSSY http://www.astutex.ai http://www.astutex.ai"
X Link 2018-08-09T13:29Z [----] followers, [--] engagements

"Fashion/Retail/Apparel companies growing fastest in social media (Facebook+Instagram) $PVH $GES $FRAN $WWW $DLTH $CROX $LULU $HIBB"
X Link 2018-08-23T16:17Z [----] followers, [--] engagements

"Whirlpool $WHR products are losing to competitors on Amazon - cumulative rating dropped significantly in July #altdata https://astutex.ai/Companies/Retailid=283 https://astutex.ai/Companies/Retailid=283"
X Link 2018-08-26T14:58Z [----] followers, [--] engagements

"Fashion/Retail/Apparel companies growing fastest in social media (Facebook+Instagram) $PPRUF $PVH $GES $SFRGF $CROX $SHOO $WWW $LULU"
X Link 2018-09-13T13:48Z [----] followers, [--] engagements

"Which companies are actively hiring and why - $DLTR $PIR $LOCO having troubles finding people $NTNX $FB $JACK expanding $MTN $ANF #AlternativeData"
X Link 2018-09-14T14:51Z [----] followers, [--] engagements

"Does company culture matter for stock performance Top [--] companies in terms of Corporate Culture delivered 63% average return during the last year (Source - Glassdoor) $HUBS $INST $ZEN $LULU $NTNX $WK $TWLO $FIVE #AlternativeData"
X Link 2018-09-14T15:24Z [----] followers, [--] engagements

"With tight labor market and job quitters at 17-Year high it is worth looking at companies with biggest increases in hiring and their respective company ratings - problems at $DLTR $PIR $AAN $JACK expansion at $PVH and $NTNX #AlternativeData"
X Link 2018-09-27T09:10Z [----] followers, [--] engagements

"Companies with accelerating aggregated search momentum YoY $NVDA $TWLO $APTI $HLF $ZEN $SMSOF #GoogleTrends #AlternativeData"
X Link 2018-10-01T12:53Z [----] followers, [--] engagements

"Seasonal effects in social media follower growth rates - consumers prepare for cold weather $GOOS $ZAL $SHOO $BCUCF $DECK $CRI $ANF"
X Link 2018-10-02T15:03Z [----] followers, [--] engagements

"Biggest increases in Instagram follower engagement last week - #Fendi at #MFW #DISNEYxPANDORA $RL at #PFW #RiccardoTisci new collection for $BRBY and others $LVMH $PNDZF $BOSSY $KER $JWN $CRI $GPRO #AlternativeData"
X Link 2018-10-03T13:55Z [----] followers, [--] engagements

"How sports products manufacturers are doing on Amazon $NKE $ADDDF peaked $UAA $SKX stable $ASCCF rebounding"
X Link 2018-10-04T06:32Z [----] followers, [--] engagements

"Companies with the lowest current rating based on website traffic correlation with stock performance $PGR $MCD $KR $TXRH $TLRD $BCOR $TKWY $JE $WING #ALGN #AlternativeData"
X Link 2018-10-11T08:49Z [----] followers, [--] engagements

"Biggest increases in Instagram follower engagement last week - $WWE #RiverdaleSeason3 on $NFLX #FILA and #UOHome at $URBN #RiccardoTisci new collection for $BRBY and others $GES $TIF $UAA #AlternativeData"
X Link 2018-10-11T16:12Z [----] followers, [--] engagements

"Although @realDonaldTrump denies that #ClimateChange is an issue - winters are getting colder and summers warmer and that is influencing performance of the companies - factor to include in your valuation models $VMC $CRI $DECK $CASY $SERV $HD $ROST $BURL $WEN $TSCO $FUN $AEO"
X Link 2018-11-16T21:11Z [----] followers, [--] engagements

"Black Friday analysis - biggest winners $NKE $GIL $KHC $PG $WDC $WWW biggest losers - $FOSL $HBI $SKX $COLM $KORS $PVH $ADS $FIT $HAS #AlternativeData"
X Link 2018-11-26T15:23Z [----] followers, [--] engagements

"Companies that reached new highs in social media follower engagement during Black Friday week - $GES $AMEAS $ASC $ASOS $MONC $CROX $SIG $DLTH #AlternativeData"
X Link 2018-11-27T09:03Z [----] followers, [--] engagements

"Companies with biggest changes in Employee Sentiment during 2H [----] improving - $CBOE $GOOS $JAL $LISP $TLRD $OXM deteriorating - $TGYM $TRUE $LRCX $STZ $TRVG $MLM #AlternativeData"
X Link 2018-11-29T08:45Z [----] followers, [--] engagements

"Companies that experienced a jump in website traffic during Black Friday week and having the highest current rating based on correlation with stock price $AAPL $COLM $COST $CROX $KTM $ETSY $PII $NKE $VFC $ZEN $WMT $ADSK $TGT $SFLY $SHOP $UAA $PVH $RL $ANF #AlternativeData"
X Link 2018-12-04T16:11Z [----] followers, [--] engagements

"We would be careful holding Wall Street darling $LULU into the earnings release as we see slowdown in Aggregated Search Social Media follower growth and engagement and #NLP sentiment is too positive although warm weather was a clear tailwind #AlternativeData"
X Link 2018-12-04T17:29Z [----] followers, [--] engagements

"Which companies and their respective brands are having the best product reviews on Amazon - $CRI clearly leads with Skip Hop Oshkosh and Simple Joys #AlternativeData $MAT $AMD $SJM $GT $EL $HBI $LVMH $WDC $SWK $CL $NWL $ADS"
X Link 2018-12-05T16:40Z [----] followers, [--] engagements

"Fastest growing companies on Instagram - $AAPL $GOOS $DECK $CROX $BOSS $COLM $DSW $GES $W $PNDRA $LPP $UAA $CRI $SFER $VFC $PVH $MONC $RL #AlternativeData"
X Link 2018-12-18T15:25Z [----] followers, [--] engagements

"Companies having the highest current rating based on website traffic correlation with stock price - are $ALGN $RL $SYMC set for a rebound #AlternativeData $CATO $JAL $SHOP $EFX $ETSY $BABA $ROST $CROX $NKE $AZO"
X Link 2018-12-18T17:40Z [----] followers, [--] engagements

"Companies growing fastest on Instagram (lower revenue per follower/engagement is better) $GOOS $AAPL $DECK $BOSS $GES $PNDORA $W $SFER $UAA $CRI $GCO $FOSL $RL $VFC $PVH $GRMN $ULTA #AlternativeData"
X Link 2019-01-01T12:50Z [----] followers, [--] engagements

"Last Year Review - Instagram Page Follower Growth in [----] - #1 is surprisingly Apple $AAPL $BOSS $LPP $NFLX $BOO $GES $W $KER $PVH $ADS $WMT $PNDORA $MONC $UAA $ELY $EL $ADBE $GPS $VFC $CRI $PUM $SFER $PVH #AlternativeData"
X Link 2019-01-02T17:43Z [----] followers, [--] engagements

"How sports products manufacturers are doing on Amazon And who did the best during Black Friday - $NKE clear winner $UAA up YoY $SKX $ASICS $ADS down ASPs mostly down $PUM $ADDDF #AlternativeData"
X Link 2019-01-09T14:51Z [----] followers, [--] engagements

"$ANF is our other top pick - we think Wall Street underestimates recent turnaround of #hollister aggregated search and website traffic momentum trending up and social media follower growth turned positive in 4Q [----] and improving #AlternativeData"
X Link 2019-01-17T15:33Z [----] followers, [--] engagements

"$FOSL watches are quickly going out of fashion - online retail rating decreased a whopping 68% YoY during Black Friday week #timex and #casio are now the leaders both in Men and Women Bestsellers lists on Amazon #AlternativeData $CSIOF https://astutex.ai/Companies/Retailid=111 https://astutex.ai/Companies/Retailid=111"
X Link 2019-01-22T18:05Z [----] followers, [--] engagements

"$COLM is reporting tomorrow AMC - #nlp sentiment trending down aggregated search negative and online retail rating substantially decreased YoY only website traffic is positive #AlternativeData https://astutex.ai/Companies/Retailid=67 https://astutex.ai/Companies/Retailid=67"
X Link 2019-02-06T14:31Z [----] followers, [--] engagements

"$UAA is up 6% today we mentioned it as one of the winners in the sportswear retail sector #AlternativeData $NKE $SKX $ASICS $ADDDF How sports products manufacturers are doing on Amazon And who did the best during Black Friday - $NKE clear winner $UAA up YoY $SKX $ASICS $ADS down ASPs mostly down $PUM $ADDDF #AlternativeData https://t.co/5J8v7KFnPk How sports products manufacturers are doing on Amazon And who did the best during Black Friday - $NKE clear winner $UAA up YoY $SKX $ASICS $ADS down ASPs mostly down $PUM $ADDDF #AlternativeData https://t.co/5J8v7KFnPk"
X Link 2019-02-12T15:45Z [----] followers, [--] engagements

"What was the most liked #ValentineDay post on Instagram yesterday $NFLX $GPRO $LVMH $SNE $HNNMY $VOW $DAI $WWE $LB $URBN $ITX $KER #AlternativeData"
X Link 2019-02-15T15:17Z [----] followers, [--] engagements

"It might be worth looking not only at follower and engagement growth on Instagram but also weekly growth of hashtags mentioning certain brand $ALGN $ADBE $GOOS $MONC $CRI $PVH $GES $UAA $EXPR $NKE $UAA $VFC $TPR $FIT $GPS $ASOS $RL $CPRI $ANF $BRBY $TIF $DECK #AlternativeData"
X Link 2019-02-19T17:43Z [----] followers, [--] engagements

"Companies having the highest current rating based on website traffic correlation with stock price $RL $ZEN $ANA $SFLY $SHOP $ASNA $DKILF $ETSY $ANF $JILL $ALGN $JAL #AlternativeData"
X Link 2019-02-20T15:38Z [----] followers, [--] engagements

"What are the most followed companies on #LinkedIn - absolute and relative to number of employees $NFLX looks like the most admired employer $RACE #2 $HUBS #6 $ASOS #8 #AlternativeData $GOOGL $AMZN $FB $MSFT $APPL $IBM $ACN $HES $TRIP $RCL $COP $EA $NVDA $IT $CRM $BRBY $CPRI"
X Link 2019-02-21T13:29Z [----] followers, [--] engagements

"As #5G debate is heating up we looked up which companies are mentioning this topic the most on their earnings calls $XLNX $SSNLF $SSNNF $QCOM $QRVO $KEYS $VZ $SWKS $AMT $ADI $DISH $JNPR $AVGO $FTNT $INTC $VIAV #AlternativeData"
X Link 2019-03-07T16:19Z [----] followers, [--] engagements

"Sometimes website traffic serves as a leading indicator for some unusual type of companies $A $LLY $TEL $MU #AlternativeData"
X Link 2019-03-29T18:35Z [----] followers, [--] engagements

"Our new best idea - long $CROX short $DECK strong weather correlation for both $CROX should benefit from now on as spring finally comes to the US business transformation full-speed all charts here: #AlternativeData https://drive.google.com/openid=1bPZn37iienRG_LZfiq8T3OjAffCs1LqW https://drive.google.com/openid=1bPZn37iienRG_LZfiq8T3OjAffCs1LqW"
X Link 2019-03-30T19:34Z [----] followers, [--] engagements

"Fun fact - GPS week number rollover (WNRO) that occured on the 6th of April caused a huge increase in website traffic on TomTom website as owners updated device software but also spike in TomTom sales on Amazon $TOM2 $TOMTOM #AlternativeData"
X Link 2019-04-15T14:45Z [----] followers, [--] engagements

"I have taken out my Invisalign and this is the album. - how important is #BillieEilish that shattered the all-time record for pre-adds on Apple Music for Invisalign sales Reporting on 24th of April $ALGN #AlternativeData"
X Link 2019-04-16T12:05Z [----] followers, [--] engagements

"$DPZ 1Q [----] same-store-sales should impress - Domino's gift card was either #2 or #3 in Restaurant Gift Cards on Amazon during January-March [----] (best quarterly reading ever #5 on average during 1Q 2018) #AlternativeData"
X Link 2019-04-17T16:40Z [----] followers, [--] engagements

"$CROX Retail comps up +8.7% stock +7% today Our new best idea - long $CROX short $DECK strong weather correlation for both $CROX should benefit from now on as spring finally comes to the US business transformation full-speed all charts here: https://t.co/W4uTtHIurE #AlternativeData https://t.co/vB1vu0SoAt Our new best idea - long $CROX short $DECK strong weather correlation for both $CROX should benefit from now on as spring finally comes to the US business transformation full-speed all charts here: https://t.co/W4uTtHIurE #AlternativeData https://t.co/vB1vu0SoAt"
X Link 2019-05-07T13:43Z [----] followers, [--] engagements

"#Uniqlo Instagram engagement jumps to all-time-high after Fast Retailing announces collab with #BTS on a new #BT21 collection #BT21xUniqlo $FRCOY $FRCOF $9983.JT #AlternativeData https://www.teenvogue.com/story/uniqlo-announced-fashion-collaboration-bt21 https://www.teenvogue.com/story/uniqlo-announced-fashion-collaboration-bt21"
X Link 2019-06-21T09:31Z [----] followers, [--] engagements

"Companies with biggest decreases in Glassdoor Company Ratings and CEO Approval rates year-to-date $OSTK $WTW $CROX $CLDR #AlternativeData"
X Link 2019-07-27T12:54Z [----] followers, [--] engagements

"app AppStore and Google Play rank (UK GER FR IT and SP population weighted) vs $BKNG stock price #AlternativeData http://Booking.com http://Booking.com"
X Link 2019-07-27T14:41Z [----] followers, [--] engagements

"Has "Brexit" become a non-event Number of mentions on company earnings calls trending down after the spike during February-April [----] $WIZZ $MDLZ $KO $WAT $VOW $CCL $PPG $KYG $ICE #AlternativeData"
X Link 2019-08-14T15:07Z [----] followers, [--] engagements

""Genetic Testing" Google searches YoY vs $ILMN stock price - time to jump in again #AlternativeData"
X Link 2019-09-10T09:53Z [----] followers, [--] engagements

"While $ALGN growth in the US is rebounding China is still problematic - Baidu Zhishu 'Invisalign' searches flat YoY #AlternativeData"
X Link 2019-10-16T11:47Z [----] followers, [--] engagements

"#Uniqlo is doing well in promoting its loyalty app - 10m Android + probably 20m iOs downloads among top [--] downloaded in Japan now $FRCOY $FRCOF $9983.JT"
X Link 2019-10-21T07:38Z [----] followers, [--] engagements

"$UAA benefitting the most from $NKE breakup with $AMZN #AlternativeData"
X Link 2019-12-26T13:56Z [----] followers, [--] engagements

"Pier [--] $PIR shuts down half of its stores and weighs bankruptcy Glassdoor Business Outlook was declining since June [----] and is currently 24%. Who else is at risk according to this score $VSTO $NE $GME $CSX $OSTK $GCO $GPRO $XRX $DDD $SIG $ASNA $HBI $HOG $SBH"
X Link 2020-01-08T18:20Z [----] followers, [--] engagements

"Millennial investor response (Robinhood accounts) to the coronavirus-linked stock meltdown - sell high-flyers $SPCE $TSLA $BABA $AMD $NVDA buy pharma $MRNA $INO $IBIO $NVAX $GILD $VXRT"
X Link 2020-02-28T07:26Z [----] followers, [--] engagements

"Update on millennial investor response (Robinhood accounts) to the coronavirus-linked stock meltdown $INO $F $DIS $PLUG $AAL $MRNA $ACB $IBIO $RCL $OPK $CODX $CPE"
X Link 2020-03-13T09:16Z [----] followers, [--] engagements

"$BKNG will be the structural winner from the blow-up in travel sector as capital intensive companies like $TUI $RCL $NCLH follow Thomas Cook watch for app reversal in Italian AppStore"
X Link 2020-03-13T09:43Z [----] followers, [--] engagements

"Halfords $HFD noted its cycling division has performed strongly in recent weeks as the public explored alternatives to public transport and looked for ways to stay healthy. $ACCG $ACGPF"
X Link 2020-05-10T09:43Z [----] followers, [--] engagements

"Accel up 17% today on 4x average volume $ACCG $ACGPF"
X Link 2020-05-11T17:04Z [----] followers, [--] engagements

"#Zynn developed by Kuaishou is #1 downloaded app in the US for [--] days in a row. Kuaishou recently received a $2 billion investment from Tencent $700.HK $TCEHY https://www.theverge.com/2020/5/29/21274994/zynn-tiktok-clone-pay-watch-videos-kuaishou-bytedance-rival https://www.theverge.com/2020/5/29/21274994/zynn-tiktok-clone-pay-watch-videos-kuaishou-bytedance-rival"
X Link 2020-05-31T09:31Z [----] followers, [--] engagements

"With outdoor sports booming $GRMN revenue estimates for a decline of 30% in 2Q and 14% in 3Q seem too low"
X Link 2020-06-23T14:20Z [----] followers, [--] engagements

"Update on $UHAL web traffic and Glassdoor Business Outlook - in 4Q [----] revenue should increase close to 30% given enough capacity"
X Link 2020-12-09T12:24Z [----] followers, [--] engagements

"Latest Astutex Trendspotting report is out $PNR $STMP $FIVE $MNST $PLNT $EXPE $GRPN $ABNB $SBUX $LYFT $LISP.SW $FUN $SEAS https://drive.google.com/file/d/1Igi7-so7JHBWbJr21b1D6l-i4ZMSGjDx/viewusp=sharing https://drive.google.com/file/d/1Igi7-so7JHBWbJr21b1D6l-i4ZMSGjDx/viewusp=sharing"
X Link 2021-04-12T13:46Z [----] followers, [--] engagements

"Semi-regular screen - Glassdoor Company rating [---] CEO Approval [--] Outlook [--] $NVDA $HUBS $SAP $ISRG $CRM $GOOGL $EQIX $INTU $ALGN $LULU $ADBE $HROM $MSFT $AKAM $MELI"
X Link 2021-04-14T09:55Z [----] followers, [--] engagements

"$COLM will deliver blowout results next week - outdoor activities strong cold weather performance footwear up 32% YoY (according to NPD) https://footwearnews.com/2021/business/retail/hiking-running-shoes-sales-increase-q1-2021-1203134058/ https://footwearnews.com/2021/business/retail/hiking-running-shoes-sales-increase-q1-2021-1203134058/"
X Link 2021-04-25T12:06Z [----] followers, [--] engagements

"Latest Astutex Trendspotting report trending companies - $NOVOB $WTB $EL $TOD.IM $TODGF $SSDOY $RMS.FP $EB $VIAC $LOGI $IRBT https://drive.google.com/file/d/1eVyYAYJ_WTMJVaEwHkI8fOmQu6BmNaq0/viewusp=sharing https://drive.google.com/file/d/1eVyYAYJ_WTMJVaEwHkI8fOmQu6BmNaq0/viewusp=sharing"
X Link 2021-06-29T08:45Z [----] followers, [--] engagements

"Here is the latest Astutex Trendspotting report companies to check - $VIAC $WTB $SSDOY $PORBF $FUBO $INTU $LOGI $IRBT $ELUXB https://drive.google.com/file/d/1KqCFUM1xwz8x4fSLqpMj7R1LEU_pdl79/viewusp=sharing https://drive.google.com/file/d/1KqCFUM1xwz8x4fSLqpMj7R1LEU_pdl79/viewusp=sharing"
X Link 2021-07-06T09:13Z [----] followers, [--] engagements

"Latest Astutex Trendspotting report trending companies - $VIAC $DIS $EB $CROX $BCUCF $OXM $PORBF $INTU $LOGI $IRBT $ELUXB $BVILF https://drive.google.com/file/d/1Tz7tYFnz-grBkYxntRl4QJHAeK8rDFgX/viewusp=sharing https://drive.google.com/file/d/1Tz7tYFnz-grBkYxntRl4QJHAeK8rDFgX/viewusp=sharing"
X Link 2021-07-12T12:44Z [----] followers, [--] engagements

"$NOVOB up 40% in [--] months semaglutide/ozempic going strong and btw it already had $3 bn revenue in [----] If you were wondering why we put $NOVOb as #1 trending in this report - the answer is 'semaglutide' Novo-Nordisk is up 27% since June 29th https://t.co/tg1AV1xRUY If you were wondering why we put $NOVOb as #1 trending in this report - the answer is 'semaglutide' Novo-Nordisk is up 27% since June 29th https://t.co/tg1AV1xRUY"
X Link 2021-11-03T12:07Z [----] followers, [--] engagements

"Latest Astutex Trendspotting report trending companies - $ETSY $DOCU $SKT $BIGC $SOFI $ATZ.CN $CAL $FIVE $BKE $TOD $SHOP https://drive.google.com/file/d/1wn0G7XDHa_Fg8Ox9rinpsmwjC3YlwoUe/viewusp=sharing https://drive.google.com/file/d/1wn0G7XDHa_Fg8Ox9rinpsmwjC3YlwoUe/viewusp=sharing"
X Link 2021-12-27T13:00Z [----] followers, [--] engagements

"$NIBEB Germany will seek to shake off its dependency on Russian gas with a new heating strategy focusing on district solutions and a mandate to make heat pumps mandatory as of [----]. https://www.euractiv.com/section/energy-environment/news/germanys-summer-package-to-focus-on-heating-sector-revamp/ https://www.euractiv.com/section/energy-environment/news/germanys-summer-package-to-focus-on-heating-sector-revamp/"
X Link 2022-05-16T05:26Z [----] followers, [--] engagements

"Let's see now how fast they can solve supply chain issues and chip availability will improve $NIBEB"
X Link 2022-05-19T16:19Z [----] followers, [--] engagements

"Few hand picked consumer discretionary businesses' 20D MA - 50D MA (VWAP) sorted from best to worst $ETSY $CROX $RMS.FP $NFLX $DECK $LULU $ALGN $PYPL $CRCT $FIVE $IRBT $GPRO"
X Link 2022-08-02T08:59Z [----] followers, [--] engagements

"Here are some facts why I thought it was a good idea to take some profits after 1Q pre-announcement given the environment: - #GAW increased prices 6% in March [----] and 14% revenue growth in 1Q23 is actually a deceleration from 2H22 - student debt payments are back to pre-covid"
X Link 2023-09-20T08:32Z [----] followers, [--] engagements

"Bitzee is going to be one of the hottest toys this holiday season - #3 in New and #23 in Best Sellers currently on Amazon PAW Patrol: The Mighty Movie release next week first feature film grossed $140 million globally this time [----] theatres vs [----] in [----] and two release"
X Link 2023-09-21T09:01Z [----] followers, [--] engagements

"@PhillipsRelic You are missing Bluey)) and its illiquid. but Spin Master is very cheap for sure"
X Link 2023-09-30T20:51Z [----] followers, [--] engagements

"#PAWPatrolTheMightyMovie wins weekend box office - $23 million domestic + $22 million international $TOY.TO $TOY.CN $SNMSF #PawPatrol has not only beaten #SAWX & #TheCreator at US #BoxOffice it also did it overseas in less markets with #PAWPatrolTheMightyMovie grossing 21.8M over [--] markets including #Australia & #NewZealands 1.3M where it debuted last week for a 23.1M intl. cume over [--] https://t.co/gV6aaN2hXS #PawPatrol has not only beaten #SAWX & #TheCreator at US #BoxOffice it also did it overseas in less markets with #PAWPatrolTheMightyMovie grossing 21.8M over [--] markets including"
X Link 2023-10-01T19:07Z [----] followers, [----] engagements

"We are launching a premium version of our Trendspotting report it is a comprehensive document combining latest weekly data from: Google Trends Reddit Wikipedia TikTok We will share it for free for a few weeks so that you can check it out and afterwards it will only be available to our paid subscribers"
X Link 2023-11-21T13:06Z [---] followers, [----] engagements

"Here is a brief look at the biggest manga/anime franchises historically and as of now. Toei Animation is an absolute king as it owns [--] evergreen properties + [--] reanimated big franchise: - One Piece is a best-selling manga that is still very popular (consistently ends up in Oricon Top 5) latest highly successful live-action Netflix adaptation will surely bring new fans to the original anime - Dragon Ball although original manga was serialized from [----] to [----] Toei managed to grow the property successfully with different anime versions (DBZ Super GT and upcoming Daima) and [--] feature films"
X Link 2023-12-04T12:47Z [---] followers, [---] engagements

"Few facts about anime market: - Crunchyroll biggest anime platform owned by $SONY has more than [---] million registered members including [--] million paid users after rapid subscriber growth during the pandemic when people binge-watched exotic content. Crunchyroll expects the anime industry will have more than [---] million fans globally by [----] outside markets in China and Japan of those around [---] million are expected to watch series on official websites. - Overseas anime sales overtook Japanese in [----] for the first time (though briefly came back in 2021) - Anime is big in LatAm Crunchyroll is"
X Link 2023-12-04T12:48Z [---] followers, [---] engagements

"Haikyuu - Another important IP with big fan base (2.3 million followers for JP + EN Twitter/X accounts) that ended in [----] - Two movies will be released to adapt the final arc [--] million trailer views - Haikyuu is a Slam Dunk of IG Port movies should do very well in Japan - Subreddit growing nicely in [----] - Further monetization options are not as clear as with Attack on Titan"
X Link 2023-12-04T15:09Z [---] followers, [---] engagements

"Kaiju No.8 - Another early days IP (10 volumes in circulation) that can become meaningful revenue contributor in [----] (collab with Studio Khara) - Japanese trailer has [---] million views in [--] year English trailer has [---] million views in [--] month - Timing is not bad as Godzilla scores big in US box office $11M opening weekend biggest ever for Japanese live action in the US - Kaiju No8 manga was #11 best-selling in [----] (3.7 million) according to Oricon #10 in [----] (3.1 million) and #14 in [----] (860K)"
X Link 2023-12-05T09:23Z [---] followers, [---] engagements

"Would be wise to take some profit here $4816 Toei $4816 looking good https://t.co/8Ne2NG7ywL Toei $4816 looking good https://t.co/8Ne2NG7ywL"
X Link 2023-12-26T12:05Z [--] followers, [---] engagements

"#SPY_FAMILY is more and more looking like $50 mil total JP box office - cumulative ticket pre-sales as of Day [--] tracking above Godzilla-1 ($31 mil cumulative) Kingdom III ($36 mil) and even The Boy and the Heron ($60.5 mil) and The First Slam Dunk ($112 mil). Was a good decision to make a family movie during holiday season - let's how it does during upcoming weekend $3791.TO Ticket pre-sales correlating very well with box office numbers - check for real-time data Japan BO Jan. [--] [--] #SPY_FAMILY $1.9M/ $24.35M (+21%). [--] #WISH $1M/ $16.2M (+28%) [--] # $0.8M /$18.3M (+6%) [--] #Wonka$0.5M/$12.86M"
X Link 2024-01-03T15:56Z [----] followers, [--] engagements

"#SPY_FAMILY is more and more looking like a $50 mil total JP box office - cumulative ticket pre-sales as of Day [--] tracking above Godzilla-1 ($31 mil cumulative) Kingdom III ($36 mil) and even The Boy and the Heron ($60.5 mil) and The First Slam Dunk ($112 mil). Was a good decision to make a family movie during holiday season - let's see how it does during upcoming weekend $3791.TO Ticket pre-sales correlating very well with box office numbers - check for real-time data Japan BO Jan. [--] [--] #SPY_FAMILY $1.9M/ $24.35M (+21%). [--] #WISH $1M/ $16.2M (+28%) [--] # $0.8M /$18.3M (+6%) 4"
X Link 2024-01-03T15:56Z [----] followers, [--] engagements

"#SPY_FAMILY is more and more looking like a $50 mil total JP box office - cumulative ticket pre-sales as of Day [--] tracking above Godzilla-1 ($31 mil cumulative) Kingdom III ($36 mil) and even The Boy and the Heron ($60.5 mil) and The First Slam Dunk ($112 mil). Was a good decision to make a family movie during holiday season let's see how it does during upcoming weekend. P.S. Ticket pre-sales correlating very well with box office numbers - check for real-time data $3791.TO Japan BO Jan. [--] [--] #SPY_FAMILY $1.9M/ $24.35M (+21%). [--] #WISH $1M/ $16.2M (+28%) [--] # $0.8M /$18.3M (+6%) 4"
X Link 2024-01-03T16:11Z [--] followers, [---] engagements

"@trampasalpoker Sold this one after Melissa & Doug acquisition terrible capital allocation (still better than buying back non-existing free-float bit not much) Toca Boca is a great business and biggest potential. Paw Patrol is an excellent global franchise but Bluey is eating their lunch now"
X Link 2024-01-14T10:07Z [---] followers, [--] engagements

"@trampasalpoker results released after market closed on Friday"
X Link 2024-01-16T07:06Z [----] followers, [--] engagements

"@trampasalpoker IG Port was a very good performer in [----] I assume many decided to reduce risk before earnings. And it's an illiquid stock"
X Link 2024-01-16T07:10Z [----] followers, [--] engagements

"@lauuzer Yes will not reach [--] bn I think but add also international box office. China is important and can play a major role as you see with The First Slam Dunk"
X Link 2024-01-24T15:29Z [----] followers, [---] engagements

"@AltayCapital Cover I also checked but did not like recent VTuber channel trends I also dont buy IPOs might do a post on it its actually interesting topic"
X Link 2024-01-29T04:44Z [---] followers, [--] engagements

"Okay then 😐 I hope @trampasalpoker you did not short it 😉 As Toei Animation $4816 is breaking down - few points on why we thought it makes sense to take some profits back in December 23: - Stock is pricey - even if they make [--] bn yen profit for FY [--] (guidance raised to [----] yen end of October FY [--] - [--] bn yen) - PE would be above https://t.co/ilYaJTvKAT As Toei Animation $4816 is breaking down - few points on why we thought it makes sense to take some profits back in December 23: - Stock is pricey - even if they make [--] bn yen profit for FY [--] (guidance raised to [----] yen end of October"
X Link 2024-02-01T07:32Z [----] followers, [---] engagements

"Some of you might be aware that this account is run by people from Swiss asset management boutique with $1.5 bn in AuM. Our best strategy (close to $300 mn) is a focused portfolio of just [--] stocks that have delivered a return of 2x the market since [----] with 90% stocks outperforming beta close to [--] outperformance in all years except [----] and average holding period of [--] years. Our style and approach are very different from what you find here but in case you are interested here are some insights how we do it. This framework is based on risk optimization the fewer things that can go wrong the"
X Link 2024-02-01T09:33Z [----] followers, [---] engagements

"@spyIchika Excellent and many thanks"
X Link 2024-02-01T15:12Z [----] followers, [--] engagements

"@ByJoshYe @AltayCapital nice 😉"
X Link 2024-02-06T08:18Z [----] followers, [----] engagements

"As IG Port $3791 is consolidating few points on the next catalysts: Spy x Family Code:White targets $80-$100 million global box office - $40 million Japan + $25-30 million China (based on Taiwan + Hong Kong BO from @spyIchika) North America release is scheduled for April [--] Based on our estimates IG Port should get [---] [--] bn licensing revenue from the movie alone (booked in 2025.5) and will have a positive effect for the rest of the franchise income a lot of Anya Forger merch will be sold (waku waku) Haikyu The Movie: Decisive Battle at the Garbage Dump release in [--] week in Japan Hong Kong"
X Link 2024-02-07T08:56Z [----] followers, [---] engagements

"Excellent write-up I would only add that after Wit was basically insolvent after 2019-21 losses there was a major shakeup and focus on long-term cash flow generating projects. If you read earlier interviews it was clear that between art and cash generation artists would choose art. But that had to change and it did change. Btw I also think they dropped AoT last season and Vinland Saga because it made no economic sense for them. Nonetheless they keep producing hits - Tengoku Daimakyo is in Top [--] best new anime series probably. And the fact that Wit and not Toei making TheOnePiece is quite"
X Link 2024-03-08T21:21Z [----] followers, [--] engagements

"Great stuff from Goldman on AI phases (does someone have presentation PDF): [--]. NVDA [--]. Infrastructure [--]. Enabled Revenues [--]. Productivity $NVDA $MSFT $AMZN $CRWD $META $MDB $INTU $NTNX $NOW $UBER $ACN $ADBE $QTWO $ADSK $CRM https://finimize.com/content/nvidias-just-the-start-goldman-says-the-ai-boom-will-have-four-phases https://finimize.com/content/nvidias-just-the-start-goldman-says-the-ai-boom-will-have-four-phases"
X Link 2024-03-22T13:09Z [----] followers, [---] engagements

"@spyIchika Those benefits are working like pure magic and spring break is a good tailwind"
X Link 2024-03-25T14:00Z [----] followers, [--] engagements

"@MikeFritzell Wow Nyon is really nice Almost congrats 😀"
X Link 2024-04-14T09:56Z [----] followers, [---] engagements

"@spyIchika I wonder how much Haikyu would do in Mainland China as it is already #6 in Highest Grossing Japanese Films in Taiwan of All Time and ahead of The Boy and the Heron 🔥🧐"
X Link 2024-05-06T10:45Z [----] followers, [---] engagements

"@ValuedRug1 @MikeFritzell they should yes"
X Link 2024-05-14T08:15Z [----] followers, [--] engagements

"@ValuedRug1 @MikeFritzell its not expensive relative to $DECK or $ONON given massive turnaround going on. op margin in the US is currently 1% as they invest a lot. this is a good article if you need some details https://footwearnews.com/business/business-news/asics-president-mitsuyuki-tominaga-interview-running-tennis-1203624860/ https://footwearnews.com/business/business-news/asics-president-mitsuyuki-tominaga-interview-running-tennis-1203624860/"
X Link 2024-05-14T08:29Z [----] followers, [---] engagements

"Earnings day moves for athletic footwear manufacturers $DECK still pending: Adidas $ADS.GY 8.6% Asics $7936 +20.7% Puma $PUM.GR +10.9% Skechers $SKX +11.2% On $ONON +18.2% Wolverine Worldwide $WWW +11.5% Running footwear momentum is accelerating after wholesale excess inventory cleanup in [----] volumes are up YoY in 1Q24 (as per $SKX results). Asics $7936 looks particularly interesting (apart of usual suspects $ONON and $DECK) Saucony performance should help transformation https://t.co/84cnX3hiXC Running footwear momentum is accelerating after wholesale excess inventory cleanup in [----] volumes"
X Link 2024-05-16T06:47Z [----] followers, [---] engagements

"Athletic shoe trade still intact $7936 $DECK Running footwear momentum is accelerating after wholesale excess inventory cleanup in [----] volumes are up YoY in 1Q24 (as per $SKX results). Asics $7936 looks particularly interesting (apart of usual suspects $ONON and $DECK) Saucony performance should help transformation https://t.co/84cnX3hiXC Running footwear momentum is accelerating after wholesale excess inventory cleanup in [----] volumes are up YoY in 1Q24 (as per $SKX results). Asics $7936 looks particularly interesting (apart of usual suspects $ONON and $DECK) Saucony performance should help"
X Link 2024-07-17T05:29Z [----] followers, [---] engagements

"Time to part with IG Port $3791 if Toei Animation $4816 chart is any guide Last update on IG Port $3791 for the time being as this selloff is getting silly: - Spy x Family Code:White first filler movie grossed $105 million already thanks to China $33 million during Golden Week its a huge franchise in Asia SxF subreddit growing 240% YoY - Haikyu https://t.co/of0fwfmRuH Last update on IG Port $3791 for the time being as this selloff is getting silly: - Spy x Family Code:White first filler movie grossed $105 million already thanks to China $33 million during Golden Week its a huge franchise in"
X Link 2024-07-22T07:00Z [----] followers, [---] engagements

"Asics $7936 +70% (in USD) $ONON +37% $DECK +17% $WWW +17% Running footwear momentum is accelerating after wholesale excess inventory cleanup in [----] volumes are up YoY in 1Q24 (as per $SKX results). Asics $7936 looks particularly interesting (apart of usual suspects $ONON and $DECK) Saucony performance should help transformation https://t.co/84cnX3hiXC Running footwear momentum is accelerating after wholesale excess inventory cleanup in [----] volumes are up YoY in 1Q24 (as per $SKX results). Asics $7936 looks particularly interesting (apart of usual suspects $ONON and $DECK) Saucony"
X Link 2024-08-23T07:27Z [----] followers, [---] engagements

"@LibertariusVM both stats are correct - hoka is slightly above the bottom of the range (lets say 1.1) and asics is close to top of the range (0.7) your data is also average for [--] months and asics went up like a lot in [--] months"
X Link 2024-08-28T12:02Z [----] followers, [--] engagements

"GenAI will certainly automate a lot of parts of investment research process as models improve. One area of application where it is good already now basic processing of huge amounts of financial documents for structured output"
X Link 2024-09-13T09:45Z [----] followers, [---] engagements

"We screen all Earnings Call transcripts we have access to and calculate a rating that consists of [--] parts 1) General Sentiment of a call + 2) Structured questions on Financial Performance during the quarter"
X Link 2024-09-13T09:46Z [----] followers, [---] engagements

"Companies with highest rated earnings calls (combined rating 36-38) outperform the market by 4.4% per quarter or 19% per annum (based on 2022-24 data). We also calculate performance with a base of T+1 to exclude earnings day gaps"
X Link 2024-09-13T09:46Z [----] followers, [---] engagements

"Here is the list of companies with highest rated earnings calls for the latest quarter: $IOT $S $CYBR $ADMA $ASPN $BLBD $HGTY $AXON $LTH $WING $LDOS $FIX $MANH $DECK $FSS"
X Link 2024-09-13T09:47Z [----] followers, [----] engagements

"Somehow $WWW thesis is always centered around #Saucony but #Merrell is also well positioned with GTX model - waterproof Gore-Tex running shoes will be on 🔥 this fall/winter season $ONON is doing very well too BTW. Just ordered myself these"
X Link 2024-10-04T12:30Z [----] followers, [---] engagements

"Crazy numbers on $VSCO fashion show 🤯 Let's see how sustainable this hype will be 🧐"
X Link 2024-10-21T15:54Z [----] followers, [---] engagements

"List of companies with best-rated earnings calls for the last month. Subscribe to our weekly Trendspotting report to get regular update (link in bio) $CTAS $MU $PM $FI $ENVA $VRT $APH $KBR $DLR $DECK $LTH $CACI $LHX"
X Link 2024-10-27T11:50Z [----] followers, [----] engagements

"$RL new entrant as #14 in The Lyst Index for 3Q $TPR +5 https://www.lyst.com/the-lyst-index/2024/q3/ https://www.lyst.com/the-lyst-index/2024/q3/"
X Link 2024-10-30T08:57Z [----] followers, [---] engagements

"Our Trendspotting report subscribers probably noticed some of the trending TikTok hashtags $RDDT Reddit's Daily Active Users are up 47% compared to last year. The stock is up 21% after hours. $RDDT https://t.co/f3sbEa1Yj2 Reddit's Daily Active Users are up 47% compared to last year. The stock is up 21% after hours. $RDDT https://t.co/f3sbEa1Yj2"
X Link 2024-10-30T14:08Z [----] followers, [---] engagements

"$WWW up 36% yesterday and 2x since this post still cheap relative to $DECK and $ONON 🚀🚀🚀 Running footwear momentum is accelerating after wholesale excess inventory cleanup in [----] volumes are up YoY in 1Q24 (as per $SKX results). Asics $7936 looks particularly interesting (apart of usual suspects $ONON and $DECK) Saucony performance should help transformation https://t.co/84cnX3hiXC Running footwear momentum is accelerating after wholesale excess inventory cleanup in [----] volumes are up YoY in 1Q24 (as per $SKX results). Asics $7936 looks particularly interesting (apart of usual suspects"
X Link 2024-11-08T16:42Z [----] followers, [----] engagements

"First time $NTRA appeared in our Trendspotting report in February [----] and then again in June [----] $NTRA Wow the timing couldn't be more perfect Stanley Druckenmiller raised his $NTRA stake by 80% to [-------] shares in Q3 near the beginning of another big rally.👇🏼 $NTRA is the top buy of Durckenmiller in Q3. His high confidence has to come from knowledge and experience. https://t.co/QNNB8FZ2Tn $NTRA Wow the timing couldn't be more perfect Stanley Druckenmiller raised his $NTRA stake by 80% to [-------] shares in Q3 near the beginning of another big rally.👇🏼 $NTRA is the top buy of"
X Link 2024-11-15T15:39Z [----] followers, [----] engagements

"Our Trendspotting subscribers probably noticed this in TikTok section $CELH $MNST Celsius energy drink volume up 9% with a 3.4% avg price drop for [--] wks thru Nov [--] per NielsenIQ. C4 energy volume up 13.1% with a 2.5% avg price decrease for [--] wks. Alani Nu volume up 39.7% on a modest 0.7% avg price cut for [--] wks. Celsius energy drink volume up 9% with a 3.4% avg price drop for [--] wks thru Nov [--] per NielsenIQ. C4 energy volume up 13.1% with a 2.5% avg price decrease for [--] wks. Alani Nu volume up 39.7% on a modest 0.7% avg price cut for [--] wks"
X Link 2024-11-20T16:20Z [----] followers, [---] engagements

"@MikeFritzell Prada 🫡"
X Link 2024-11-23T15:26Z [----] followers, [---] engagements

"@AccionEAFI Nope the whole yield curve moved up. Trump policies will be inflationary this is what worries Fed"
X Link 2024-12-18T20:04Z [----] followers, [---] engagements

"$NFLX is a king of content - first meaningful success also in video games #SquidGameUnleashed"
X Link 2024-12-24T08:48Z [----] followers, [---] engagements

"$ONON is in the [----] ICR Conference today management will participate in a fireside chat at 1:30 pm US Eastern Time a live webcast of the fireside chat will be available on the Companys investor relations website. Let's see what they have to say about 4Q24 should be a very strong quarter and positive read through also for $DECK $WWW"
X Link 2025-01-13T15:19Z [----] followers, [---] engagements

"300 million views in TikTok basically in [---] months $NTES 🎉 2.5M Milestone: Unbelievable Surprises Await 🎉 We've hit a massive [---] MILLION members and the celebration has only just begun 🚀 To kick things off we're throwing a mind-blowing special giveaway includes TWO AMD 7900XTX Graphics Cards 🎮💥 This is our BIG https://t.co/O0qqNu870B 🎉 2.5M Milestone: Unbelievable Surprises Await 🎉 We've hit a massive [---] MILLION members and the celebration has only just begun 🚀 To kick things off we're throwing a mind-blowing special giveaway includes TWO AMD 7900XTX Graphics Cards 🎮💥 This is our"
X Link 2025-01-14T14:18Z [----] followers, [----] engagements

"@IamNGupta8 @R2Discovery @TMThrustmaster $CRSR gross margin half of that of $GUI its a commoditized business"
X Link 2025-01-14T19:20Z [----] followers, [---] engagements

"@R2Discovery @IamNGupta8 Maybe important to say that people dont google Thrustmaster that much they know where to find it) setup for $GUI is very similar to 2020-21"
X Link 2025-01-14T19:47Z [----] followers, [--] engagements

"@IamNGupta8 @R2Discovery @TMThrustmaster Yes this is the right keyword to track - 33k according to Keyword Magic Tool from Semrush Thrustmaster joystick is just [---] would ignore it. But @R2Discovery is right on the rest of it. Biggest problem is liquidity"
X Link 2025-01-14T19:51Z [----] followers, [---] engagements

"Wow crazy 😮 $NTES [---] million views in TikTok basically in [---] months $NTES https://t.co/Pyx7HTOKGd [---] million views in TikTok basically in [---] months $NTES https://t.co/Pyx7HTOKGd"
X Link 2025-01-20T15:34Z [----] followers, [----] engagements

"Guillemot $GUI ready for 4Q24 update next week"
X Link 2025-01-23T11:39Z [----] followers, [----] engagements

"Elon Musk is not extremely popular in Germany $TSLA"
X Link 2025-01-26T16:23Z [----] followers, [---] engagements

"Evolution of most popular shoe models at independent Running Specialty channel and - Hoka still dominant but competition from Brooks Asics New Balance On and even Mizuno heating up. Good news most runners have several pairs $DECK $7936 $8022 $WWW $ONON $NKE $SKX http://RoadRunnerSports.com http://fleetfeet.com http://RoadRunnerSports.com http://fleetfeet.com http://RoadRunnerSports.com http://fleetfeet.com http://RoadRunnerSports.com http://fleetfeet.com"
X Link 2025-01-30T16:05Z [----] followers, [----] engagements

"WTF $GUI how is this even possible🧐 Guillemot $GUI 🤯 https://t.co/ywFrRwStmS Guillemot $GUI 🤯 https://t.co/ywFrRwStmS"
X Link 2025-01-31T08:13Z [----] followers, [----] engagements

"That point in time might be exactly today $DECK Hoka is for sure a leader in one of the fastest growing consumer categories international expansion is at full speed and Ugg momentum picking up (see latest Lyst index) but structural growth (market share gains and margin expansion) is probably over and at one point you have to Hoka is for sure a leader in one of the fastest growing consumer categories international expansion is at full speed and Ugg momentum picking up (see latest Lyst index) but structural growth (market share gains and margin expansion) is probably over and at one point you"
X Link 2025-01-31T15:08Z [----] followers, [----] engagements

"@IamNGupta8 Can I introduce you this little company called Asics I pitched in May last year 😆"
X Link 2025-01-31T16:08Z [----] followers, [--] engagements

"That escalated quickly - $DECK loses 200D MA more or less -30% from the top. Valuation does matter Hoka is for sure a leader in one of the fastest growing consumer categories international expansion is at full speed and Ugg momentum picking up (see latest Lyst index) but structural growth (market share gains and margin expansion) is probably over and at one point you have to Hoka is for sure a leader in one of the fastest growing consumer categories international expansion is at full speed and Ugg momentum picking up (see latest Lyst index) but structural growth (market share gains and margin"
X Link 2025-02-10T19:59Z [----] followers, [---] engagements

"I wonder what Druckenmiller's thesis on $SKX might be 🧐 Druckenmiller files his Q4 13F with new bets on $UAL $SKX $AMZN Top [--] Positions: [--]. $NTRA 15.17% [--]. $COHR 7.18% [--]. $WWD 5.48% [--]. $TEVA 5.33% [--]. $CPNG 5.26% -Top Buys: $TEVA $UAL $SKX $AMZN $SLM -Top Sales: $KRE $PM calls $FLUT $CPNG $AVGO -New https://t.co/FeQys3FzKs Druckenmiller files his Q4 13F with new bets on $UAL $SKX $AMZN Top [--] Positions: [--]. $NTRA 15.17% [--]. $COHR 7.18% [--]. $WWD 5.48% [--]. $TEVA 5.33% [--]. $CPNG 5.26% -Top Buys: $TEVA $UAL $SKX $AMZN $SLM -Top Sales: $KRE $PM calls $FLUT $CPNG $AVGO -New https://t.co/FeQys3FzKs"
X Link 2025-02-16T09:07Z [----] followers, [---] engagements

"Latest batch of best earnings calls in February $BGC $CYBR $CBRE $IRM $NVMI $SN $VTR $HOOD $RGA $TPR $PAHC $IDCC $AMSC $ITT Given today's pullback - here are some investment ideas based on recent earnings calls from our Trendspotting report $NVS $ATGE $CLS $EAT $GLW $NXT $RCL $FFIV $CR $SOFI $GE $FPH $ABT $APH $UAL https://t.co/PzkPWBXpmW Given today's pullback - here are some investment ideas based on recent earnings calls from our Trendspotting report $NVS $ATGE $CLS $EAT $GLW $NXT $RCL $FFIV $CR $SOFI $GE $FPH $ABT $APH $UAL https://t.co/PzkPWBXpmW"
X Link 2025-02-18T14:08Z [----] followers, [----] engagements

"ICYMI 👇👇 $DECK $ONON $7936 $WWW $GRMN What will be different in heterosexual dating [--] or [--] years from now Likely everything. If you had told me even [--] years ago that a popular dating forum today would be a bunch of people jogging together I would not have believed you. What will be different in heterosexual dating [--] or [--] years from now Likely everything. If you had told me even [--] years ago that a popular dating forum today would be a bunch of people jogging together I would not have believed you"
X Link 2025-02-20T12:09Z [----] followers, [----] engagements

"Time for Technogym to put all the data to work 🏋♂🏃♀$TGYM"
X Link 2025-02-21T15:39Z [----] followers, [---] engagements

"Clearly not an expert in the field but one company really stood out during our earnings season analysis - $BRKR seems to be oversold. CEO also thinks so having bought shares twice at around $50 for a total of $6 million (though he's worth a couple of billion) Frank at Cowen yesterday said that even if US academic spending is hit by 25% this year it'll only take $BRKR's sales growth from +5-7% to +3-5% (a scenario they see as unrealistic in any case - they've modelled 8%). Market seems to be implying a lot worse. https://t.co/EHl7JPKBWM Frank at Cowen yesterday said that even if US academic"
X Link 2025-03-10T13:21Z [----] followers, [----] engagements

"Sneaker stocks absolutely slaughtered with the rest of consumer cyclicals $DECK -48% from the top $WWW -45% $ONON -30% $SKX -29% Hoka is for sure a leader in one of the fastest growing consumer categories international expansion is at full speed and Ugg momentum picking up (see latest Lyst index) but structural growth (market share gains and margin expansion) is probably over and at one point you have to Hoka is for sure a leader in one of the fastest growing consumer categories international expansion is at full speed and Ugg momentum picking up (see latest Lyst index) but structural growth"
X Link 2025-03-13T14:04Z [----] followers, [---] engagements

"$LTH also good to go after secondary offering weakness $LTH reports outstanding results pre-market premium wellness market booming (average revenue per membership up 12.5% at $3160 for the year) CEO talks a lot about LT Digital AI supplement business longevity and its MIORA offering during the call. Then drops a secondary https://t.co/vx6h7jqlLF $LTH reports outstanding results pre-market premium wellness market booming (average revenue per membership up 12.5% at $3160 for the year) CEO talks a lot about LT Digital AI supplement business longevity and its MIORA offering during the call. Then"
X Link 2025-03-17T14:58Z [----] followers, [---] engagements

"Less $CAVA and $SG and more $SFM. Also few trending hashtags from our Trendspotting report 3m average of restaurant and bar retail sales growth fell sharply and further into negative territory in February https://t.co/osXWHbf6jG 3m average of restaurant and bar retail sales growth fell sharply and further into negative territory in February https://t.co/osXWHbf6jG"
X Link 2025-03-26T17:53Z [----] followers, [---] engagements

"@andrewcoye Risk/return much more balanced here for $DECK but Hoka quite mature already and Asics taking over"
X Link 2025-03-27T05:34Z [----] followers, [--] engagements

"Another great piece from - off-price and thrift stores are winning in apparel retail due to consumers prioritization of value and treasure-hunting $SVV worth to keep an eye on: - #1 in For-profit Thrift in secular and scale advantages long-term relationships with top non-profits - troubles in Canada mask healthy US business - loyal customers make 72% of purchases - AUR just $5 so online (Depop Poshmark Vinted etc) not a competitor - basically a $TJX / $BURL for second-hand stuff - stock sold-off as profitability outlook disappointed - $10 mil impact from new store investments + $6.5 mil"
X Link 2025-03-27T15:27Z [----] followers, [----] engagements

"$CROX and $BIRK in trouble $NKE Nike ReactX Rejuven8 was the top traded shoe on StockX in March. Nearly [-----] pairs were traded across all colorways. Are you gonna be grabbing a pair https://t.co/I5OY5mZIIT https://t.co/SmMo40OFLt Nike ReactX Rejuven8 was the top traded shoe on StockX in March. Nearly [-----] pairs were traded across all colorways. Are you gonna be grabbing a pair https://t.co/I5OY5mZIIT https://t.co/SmMo40OFLt"
X Link 2025-03-28T20:12Z [----] followers, [----] engagements

"$ONON is the new $LULU - it's cool it's fun it's still something fresh but valuation is respective. $LULU is the new $NKE - just downhill from here $LULU has the same problem as $NKE - too big to be cool great company but past its peak. Lewis Hamilton and Disney collabs are not healthy for the brand image long-term https://t.co/Mgqd59kXch $LULU has the same problem as $NKE - too big to be cool great company but past its peak. Lewis Hamilton and Disney collabs are not healthy for the brand image long-term https://t.co/Mgqd59kXch"
X Link 2025-03-29T09:54Z [----] followers, [----] engagements

"Honestly I think it's time for running shoes stocks to "run" weather is getting warmer $DECK $WWW $ONON Colder weather appears to have been the main cause of the running shoe stock carnage - Feb-Mar [--] were really bad relative to last year. Bottom coincided with Strava YoY rank improvement should recover as spring weather arrives $DECK $ONON $SKX $WWW https://t.co/DasKggI4RX Colder weather appears to have been the main cause of the running shoe stock carnage - Feb-Mar [--] were really bad relative to last year. Bottom coincided with Strava YoY rank improvement should recover as spring weather"
X Link 2025-04-02T14:01Z [----] followers, [----] engagements

"Closely watching $SVV for a potential breakout 🧐 Another great piece from https://t.co/dNN0apwfrm - off-price and thrift stores are winning in apparel retail due to consumers prioritization of value and treasure-hunting $SVV worth to keep an eye on: - #1 in For-profit Thrift in secular and scale advantages long-term https://t.co/Hs3Q80hXWg Another great piece from https://t.co/dNN0apwfrm - off-price and thrift stores are winning in apparel retail due to consumers prioritization of value and treasure-hunting $SVV worth to keep an eye on: - #1 in For-profit Thrift in secular and scale"
X Link 2025-04-02T16:42Z [----] followers, [---] engagements

"@breadcrumbsre Moodys and S&P should downgrade US sovereign rating this is banana republic stuff"
X Link 2025-04-10T06:44Z [----] followers, [---] engagements

"$SVV is strong again today so few points that are relevant to the thesis: - Pretty wild that none of the analysts on earnings calls mentioned CBC Marketplace piece about ValueVillage markups and outrage and boycott that followed afterwards - Pricing of items is done by computer software so obviously there could be mistakes/mismatches - This is not just Value Village issue there is a subreddit /ThriftGrift that is devoted to this topic and Goodwill is mentioned quite often - boycotts tend to pass SSS in Canada recovered pretty significantlyin 4Q24 also 1Q25 has easier comps as CBC story hit in"
X Link 2025-04-11T15:42Z [----] followers, [---] engagements

"Running shoe stocks are finally rebounding $SKX reports tomorrow AMC and its worth revisiting this FleetFeet CEO interviewQ1 [----] played out exactly as he predicted: Brooks dethroned Hoka as #1. Steve Cohen isnt just good at identifying policy pivots; hes also spot-on with footwear trends 🐐 $DECK $ONON $WWW $ASCCF Some excerpts from FleetFeet CEO interview - Brooks efforts to dethrone Hoka as No. [--] re-emergence of Nike in running struggles with On extreme growth and non-runners buying running shoes for casual wear https://t.co/FkaaOzL4bo $DECK $ONON $NKE $WWW https://t.co/oxG1cF3ADj Some"
X Link 2025-04-23T12:00Z [----] followers, [---] engagements

"$SFM comps 11.7% (though few one-offs - strike at competitor and harsh flu season) conservative guide of 5.5% -7.5% for the year not worried about competition as company still relatively small and was focusing on health enthusiast offering over the last few years now being in the sweet spot"
X Link 2025-05-01T09:01Z [----] followers, [---] engagements

"$DECK smoked again ah. Every street runner I see in Europe is wearing either Asics or Hoka. Hard to own the brands that are so ubiquitous. Hoka is for sure a leader in one of the fastest growing consumer categories international expansion is at full speed and Ugg momentum picking up (see latest Lyst index) but structural growth (market share gains and margin expansion) is probably over and at one point you have to Hoka is for sure a leader in one of the fastest growing consumer categories international expansion is at full speed and Ugg momentum picking up (see latest Lyst index) but"
X Link 2025-05-22T20:40Z [----] followers, [---] engagements

"Still early and many unknowns but Ito En $2593 is well positioned to benefit from matcha/healthy drinks replacing sugary sodas. Does it have pricing power Big question but rising Japanese culture influence and brand rich heritage certainly helps. Few slides from yesterday's presentation 👀👀👀 https://t.co/RcrvjoaIWm 👀👀👀 https://t.co/RcrvjoaIWm"
X Link 2025-06-03T09:42Z [----] followers, [----] engagements

"It's great to have Japan expert among subscribers 😎 Highly recommended to follow him and his advise on Ito En $2593P @AstutexAi I'm a fan. The commons are a pass. The preferred have same economic interest + slightly higher dividend at half the price. I routinely buy them on sale at Costco. The oolong tea ones are my favorite @AstutexAi I'm a fan. The commons are a pass. The preferred have same economic interest + slightly higher dividend at half the price. I routinely buy them on sale at Costco. The oolong tea ones are my favorite"
X Link 2025-06-03T09:53Z [----] followers, [---] engagements

"Sprouts Farmers Market $SFM ATH Sprouts Farmers Market $SFM is one of the companies that should continue to benefit from change in eating habits in favor of fresh and healthy food: - comparable store sales accelerated for [--] quarters in a row with a whopping 11.5% increase in 4Q24 EPS up 60% - company figured https://t.co/ixRaxHe9Tv Sprouts Farmers Market $SFM is one of the companies that should continue to benefit from change in eating habits in favor of fresh and healthy food: - comparable store sales accelerated for [--] quarters in a row with a whopping 11.5% increase in 4Q24 EPS up 60% -"
X Link 2025-06-03T10:06Z [----] followers, [---] engagements

"Video gaming is one of many industries where Chinese companies will dominate $NTES [---] million views in TikTok basically in [---] months $NTES https://t.co/Pyx7HTOKGd [---] million views in TikTok basically in [---] months $NTES https://t.co/Pyx7HTOKGd"
X Link 2025-06-05T11:00Z [----] followers, [---] engagements

"$LULU Americas comps -2% stock down 22% AH this story is over 🫡 $ONON is the new $LULU - it's cool it's fun it's still something fresh but valuation is respective. $LULU is the new $NKE - just downhill from here https://t.co/nKhiViS0Sl $ONON is the new $LULU - it's cool it's fun it's still something fresh but valuation is respective. $LULU is the new $NKE - just downhill from here https://t.co/nKhiViS0Sl"
X Link 2025-06-06T04:46Z [----] followers, [---] engagements

"One of the reasons $NFLX is doing so well is a huge potential for cutting content creation costs and widen superiority gap relative to other media companies. Here is also the slide from Toei Animation $4816 which invested in Preferred Networks Inc to implement AI in anime creation process The creative industries (such as video game developers animation studios etc.) and IP holders are likely to be the next ones to benefit most from the adoption of AI - lower production costs higher marketing budgets --- higher margins $3791 $4816 $NFLX $CDR.PW $UBI.FP The creative industries (such as video"
X Link 2025-06-13T09:02Z [----] followers, [---] engagements

"$LULU is simply not cool anymore Some pretty rough insider transcripts from @AlphaSenseInc on $LULU https://t.co/hQKsHiZMuG Some pretty rough insider transcripts from @AlphaSenseInc on $LULU https://t.co/hQKsHiZMuG"
X Link 2025-06-18T07:02Z [----] followers, [---] engagements

"@figueredocarlos You might have noticed I am not a big fan of $DECK and favor $WWW"
X Link 2025-06-19T12:57Z [----] followers, [----] engagements

"2 things are interesting regarding Strava downloads chart 1) remarkable growth in Germany 2) Brooks gaining back market share not only in the US $DECK $WWW $ONON @figueredocarlos You might have noticed I am not a big fan of $DECK and favor $WWW https://t.co/Ojso1ZLBRt @figueredocarlos You might have noticed I am not a big fan of $DECK and favor $WWW https://t.co/Ojso1ZLBRt"
X Link 2025-06-19T13:20Z [----] followers, [----] engagements

"@zacktanzx Not an expert but would not bet on quick turnaround have my doubts that Vans will shine again"
X Link 2025-06-27T10:41Z [----] followers, [--] engagements

"Given the U.S. dollars ongoing weakness its worth revisiting the companies that cited dollar strength in their earnings calls at the start of [----] since that effect is now likely to reverse: 1) Guidance cut because of USD strength $AMZN $DE $DEO $CL $BTU $COP $CCK $EFX $DG $MCHP $MAN $CLF $BTE 2) FX headwind but FY-25 guidance maintained $AXP $MDLZ $LHX $ARW $STZ $DLTR $JBHT $KEYS $UBER $ZBH $FLUT 3) Positive FX benefit $TTE $SSNLF $C $ADDYY $A $ALL $DAL $DELL $DPZ $ELF $ETSY 4) Guidance raised thanks to FX $MSFT $ACN $ALGN $ALV $CDV $DVDCF $FSLR $IT $HLT $MSTR $RJR $PPRUF"
X Link 2025-07-02T13:29Z [----] followers, [---] engagements

"@tickerplus they will beat [--] doubts about that 😎 $GRMN"
X Link 2025-07-07T20:12Z [----] followers, [----] engagements

"$SFM AppStore download rankings YoY improving again Sprouts Farmers Market $SFM is one of the companies that should continue to benefit from change in eating habits in favor of fresh and healthy food: - comparable store sales accelerated for [--] quarters in a row with a whopping 11.5% increase in 4Q24 EPS up 60% - company figured https://t.co/ixRaxHe9Tv Sprouts Farmers Market $SFM is one of the companies that should continue to benefit from change in eating habits in favor of fresh and healthy food: - comparable store sales accelerated for [--] quarters in a row with a whopping 11.5% increase in"
X Link 2025-07-10T08:30Z [----] followers, [---] engagements

"IG Port $3791 erased the whole Sanrio news gap and reports full-year results on Friday. Valuation is quite reasonable given momentum company has. Idea is clear - establish recurring revenue base from stable projects (80% of profits come from recurring franchises) with partners having small stakes in production committees and invest in own big projects. Few thoughts ahead and what i will be looking for: - All eyes on mid-term plan change beginning of the year company did not expect any growth in Licensing revenue post [------] movie boom but that might change - Video Production segment expected"
X Link 2025-07-10T09:29Z [----] followers, [---] engagements

"@tickerplus this is huge congrats"
X Link 2025-07-18T11:37Z [----] followers, [--] engagements

"In its July 17th article @Placer_ai explicitly flagged this weakness in comps at $CMG A must follow if you are into consumer stocks As far as I'm concerned the 5% drop in transactions in $CMG isn't being talked about enough. That's a medium-level canary-in-the-coal-mine for the US consumer. What do others think https://t.co/d2Gur5Kg9l As far as I'm concerned the 5% drop in transactions in $CMG isn't being talked about enough. That's a medium-level canary-in-the-coal-mine for the US consumer. What do others think https://t.co/d2Gur5Kg9l"
X Link 2025-07-24T15:34Z [----] followers, [---] engagements

"Wow $DECK domestic sales down 2.8% not sure it will hold the gains tomorrow"
X Link 2025-07-24T20:36Z [----] followers, [----] engagements

"Friendly reminder that you are paying 19x earnings for a company that will not grow this year $DECK Wow $DECK domestic sales down 2.8% not sure it will hold the gains tomorrow Wow $DECK domestic sales down 2.8% not sure it will hold the gains tomorrow"
X Link 2025-07-25T13:41Z [----] followers, [----] engagements

"Excellent thread with insights into running shoes segment $NKE $ADS $DECK $ONON $WWW Some running shoe color from a long time runner: Nike $NKE - Lost their edge years ago but the Pegasus Plus (tempo) and Vomero [--] (recovery) are pulling some runners back to the brand. Nike racing shoes are elite though. Both the alpha and vaporfly are the go-to for marathons. Some running shoe color from a long time runner: Nike $NKE - Lost their edge years ago but the Pegasus Plus (tempo) and Vomero [--] (recovery) are pulling some runners back to the brand. Nike racing shoes are elite though. Both the alpha"
X Link 2025-07-25T18:12Z [----] followers, [---] engagements

"@benbonning @deusexdividend Mizuno stock does look cheap and they are killing it both in running and lifestyle))"
X Link 2025-07-25T20:54Z [----] followers, [--] engagements

"I might be retarded but I am not wrong $DECK 😆 @AstutexAi Are you retarded They grew about 20% last quarter. @AstutexAi Are you retarded They grew about 20% last quarter"
X Link 2025-07-28T17:08Z [----] followers, [---] engagements

"$GRMN casually smashing estimates @tickerplus they will beat [--] doubts about that 😎 $GRMN https://t.co/RNLN426g6y @tickerplus they will beat [--] doubts about that 😎 $GRMN https://t.co/RNLN426g6y"
X Link 2025-07-30T11:31Z [----] followers, [--] engagements

"Even Bracken Darrell can't fix Vans and $VFC Well I guess I should congratulate the @Hedgeye team for standing by their $VFC short call. By the only ledger that matters (the stock price) they were right on $VFC related to earnings. Were they counting on a downgrade Amazing this swung (-30%) on the same information set in Well I guess I should congratulate the @Hedgeye team for standing by their $VFC short call. By the only ledger that matters (the stock price) they were right on $VFC related to earnings. Were they counting on a downgrade Amazing this swung (-30%) on the same information set in"
X Link 2025-07-31T14:32Z [----] followers, [----] engagements

"a lot of space for $WWW to run 🏃♂ $WWW down 20% after 4Q results and outlook quite puzzled with reaction TBH (i assume technically stock had to go to this [-----] support first which i think is a great entry point) and had to read through earnings call transcript whether i missed smth. so here are some thoughts: - https://t.co/8tUE5C1nsr $WWW down 20% after 4Q results and outlook quite puzzled with reaction TBH (i assume technically stock had to go to this [-----] support first which i think is a great entry point) and had to read through earnings call transcript whether i missed smth. so here"
X Link 2025-08-06T13:47Z [----] followers, [---] engagements

"People moved on $CROX not cool anymore $CROX and $BIRK in trouble $NKE https://t.co/ffBDB9G9tY $CROX and $BIRK in trouble $NKE https://t.co/ffBDB9G9tY"
X Link 2025-08-07T11:38Z [----] followers, [----] engagements

"Chris Hufnagel is an outstanding down-to-earth CEO $WWW Saucony and Merrell Drive Strong Q2 for Wolverine https://t.co/J3IvVt1Ij4 Saucony and Merrell Drive Strong Q2 for Wolverine https://t.co/J3IvVt1Ij4"
X Link 2025-08-07T11:48Z [----] followers, [---] engagements

"$RL entered Lyst Index on 23rd of October [----] (#11 in 2Q 2025) and it's turnaround was visible in the data already before. Kinda American Herms playbook The hottest brands right now according to the Lyst Index https://t.co/zU4ZXQlrIb The hottest brands right now according to the Lyst Index https://t.co/zU4ZXQlrIb"
X Link 2025-08-07T12:52Z [----] followers, [---] engagements

"Aaaaaand its back $DECK Friendly reminder that you are paying 19x earnings for a company that will not grow this year $DECK https://t.co/gXgxv6BfGf Friendly reminder that you are paying 19x earnings for a company that will not grow this year $DECK https://t.co/gXgxv6BfGf"
X Link 2025-08-07T16:39Z [----] followers, [----] engagements

"Sanrio $8136 results presented with no comments. Best-in-class IP powerhouse - mostly high-margin royalties tons of operating leverage and unlimited opportunities to implement AI for content production scaling. The only problem it has a Chinese competitor with sharp teeth - Labubu (and others that will follow). In any case - succession story that played out spectacularly Hello Kitty at 50: how the ultra-cute mascot took over youth culture https://t.co/oBHvO05Zfk Few facts on Sanrio $8136 - licensing powerhouse that shows no signs of slowing down: - Companys most well known character is Hello"
X Link 2025-08-08T07:58Z [----] followers, [----] engagements

"@fedex774 @tickerplus not so sure miniscule in the whole context. then shorts is more relevant but most probably a combination of a few"
X Link 2025-08-11T12:46Z [----] followers, [--] engagements

"@fedex774 maybe movie will help (should release in may 2026) but currently not a good look. also Miu Miu will have tough comps soon"
X Link 2025-08-11T13:08Z [----] followers, [--] engagements

"@BBbojangles @tickerplus yes yes you are right looks like they are flooding the social media but i would be seller of any spike this is not sustainable their time has passed (was also a big fan in [----] :)"
X Link 2025-08-11T13:12Z [----] followers, [--] engagements

"@fedex774 luxury is very uneven) there is Tapestry which gained a lot Ralph Lauren also Burberry turnaround gaining steam (Oasis tour helping :)"
X Link 2025-08-11T13:15Z [----] followers, [--] engagements

"@nitinkinvests Salomon/Arcteryx really figured what their DNA should be unlike $ONON and $LULU which are a little bit of everything now"
X Link 2025-08-11T17:11Z [----] followers, [---] engagements

"Japanese consumer goods stocks are an overlooked gold mine $7906 $7936 $8136"
X Link 2025-08-13T08:37Z [----] followers, [--] engagements

"@figueredocarlos It was trading below 200d MA also before and earnings release did not change that. I see double top on the chart. On the contrary Asics $WWW and $AS are at or close to all time high"
X Link 2025-08-13T16:13Z [----] followers, [--] engagements

"@Pibuffalo @figueredocarlos I actually did i think $NKE will underperform going forward. But good luck to you in any case)"
X Link 2025-08-13T16:43Z [----] followers, [--] engagements

"$SFM found support at 200W MA after solid results (slight beat with 10.2% comp on top of last year's 6.7% though disruption at UNFI and strong produce season helped). Hopefully should bounce from here (should it though). Market fears recent younger consumers attracted by social media not sticky Or Whole Foods wins them (back) Quite a few questions to ask yourself"
X Link 2025-08-13T18:48Z [----] followers, [---] engagements

"Everyone taking market share from Hoka $DECK Brooks Sees Double-Digit Global Revenue Growth for Second Consecutive Quarter https://t.co/lxOCyaGlHm Brooks Sees Double-Digit Global Revenue Growth for Second Consecutive Quarter https://t.co/lxOCyaGlHm"
X Link 2025-08-14T05:13Z [----] followers, [---] engagements

"New Vomeros are doing great but saying orders shift from $ONON to $NKE is stupid) growth will clearly decelerate its already happening in NA. they are chasing any revenue with these stupid ads - i see them everywhere online) and most of these models just look so so bad. looks more like influencer marketing pump and dump than thoughtful brand expansion no strategy whatsoever"
X Link 2025-08-14T14:44Z [----] followers, [---] engagements

"@BBbojangles @tickerplus Zendaya collab is great (white Zendaya shoes are the only ones i really like) Elmo marketing is great. but $15 bn market cap is way off when Asics is $20 and $AS is also $20"
X Link 2025-08-14T14:59Z [----] followers, [---] engagements

"@BBbojangles @AndrewP64090323 @tickerplus i wish you best of luck gentlemen all posts are just my humble opinion i've been wrong plenty of times 🙏"
X Link 2025-08-14T15:43Z [----] followers, [--] engagements

"@interw_123 Was more meant that i agree that $ONON growth peaked not that $NKE will meaningfully grow"
X Link 2025-08-16T17:59Z [----] followers, [---] engagements

"$LULU dip buyers might want to check this out @MaiusPartners @tickerplus https://t.co/dNN0apwfrm in-store traffic Alo vs Lulu in July would not bet on any $LULU recovery https://t.co/qB3c2e8Gdi @MaiusPartners @tickerplus https://t.co/dNN0apwfrm in-store traffic Alo vs Lulu in July would not bet on any $LULU recovery https://t.co/qB3c2e8Gdi"
X Link 2025-08-17T09:21Z [----] followers, [----] engagements

"We need to talk about Kevin capital allocation at $WWW When I bought $WWW in April [----] it was because of one reason - it was dirt cheap while having great brands in promising segments (Saucony in Running/Lifestyle and Merrell in Hike/Trail/Lifestyle) with turnaround under way. My hope was that they get rid of Sweaty Betty (who needs another yoga brand) and Work (conservatively at 1x Sales) pay down debt ($600 mn) and concentrate on [--] great opportunities they have. Fast forward to today: - stock is up 3x in [--] months - tougher comps for Saucony/Merrell in 2H [----] - Merrell losing ground to"
X Link 2025-08-18T09:50Z [----] followers, [----] engagements

"@fedex774 @AstutexAiAlerts Totally agree that is why it says " waaay too early" and "on watch") Speedcat rollout was below expectations so far"
X Link 2025-08-18T13:08Z [----] followers, [--] engagements

"Yepp exactly my thoughts about $ALGN and $LULU 1/11 🧵 THREAD: Googles reported search query growth may be AI-driven not human. 1/11 🧵 THREAD: Googles reported search query growth may be AI-driven not human"
X Link 2025-08-18T16:29Z [----] followers, [----] engagements

"Salomon killing it but Arc'teryx slowing down. Still largely Asia/China story but EMEA accelerating Americas weak $AS"
X Link 2025-08-19T14:28Z [----] followers, [----] engagements

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