@CrosscheckC CrosscheckC

CrosscheckC posts on X about $onew, $hzo, $you, $mcft the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] +5,890%
• [--] Month [------] -22%
• [--] Months [------] -25%
• [--] Year [-------] +13%

Mentions: [--] #

• [--] Week [--] +167%
• [--] Month [--] +39%
• [--] Months [--] +95%
• [--] Year [---] +3.70%

Followers: [-----] #

• [--] Week [-----] +0.53%
• [--] Month [-----] +1.90%
• [--] Months [-----] +11%
• [--] Year [-----] +28%

CreatorRank: undefined #

Social Influence

Social category influence stocks 25.69% finance 19.27% cryptocurrencies 19.27% automotive brands 5.5% currencies 3.67% technology brands 0.92%

Social topic influence $onew #7, $hzo #1, $you 12.84%, $mcft #2, $joby #54, $duol 11.93%, $mbuu #1, $cjtcn #1, $algt 11.01%, $krus 11.01%

Top accounts mentioned or mentioned by @deepsailcapital @bucketshopcap @madthunderdome @chairliftcap @chokha19 @ltmleverage @fundamentedge @davelougee @upslopecapital @scurvecap @jay21 @revcap @hfreflection @lfgcap @puppyeh1 @waterworldcapi1 @riskrewardskew @chariotinvest @nottigeranalyst @contrariancurse

Top assets mentioned Onewater Marine, Inc. (ONEW) CLEAR Secure, Inc. (YOU) Joby Aviation, Inc. (JOBY) Duolingo, Inc. (DUOL) Frontier Group Holdings, Inc. (ULCC) Archer Aviation Inc. (ACHR) Sun Country Airlines Holdings, Inc. (SNCY) Auroracoin (AUR) Polaris Inc. (PII) MetalCore (MCG) Mister Car Wash, Inc. (MCW) Patrick Industries Inc (PATK) Dutch Bros, Inc. (BROS) LCI Industries (LCII) Skywest Inc (SKYW) JetBlue Airways Corp (JBLU) Butterfly Network, Inc. (BFLY) United Airlines Holdings, Inc. (UAL) PoolTogether (POOL) Topgolf Callaway Brands Corp. (MODG) Soho House & Co Inc (SHCO) IonQ, Inc. (IONQ) The Upsider AI ($UP) Brunswick Corporation (BC) Oatly Group AB (OTLY) Udemy, Inc. (UDMY) Magic Eden (ME) Muhdo Hub (DNA) Spirit Airlines, Inc. (SAVE) Warby Parker, Inc. (WRBY) COCOCOIN (COCO) Rent the Runway, Inc. (RENT) Luminar Technologies, Inc. Class A Common Stock (LAZR) Old Dominion Freight Line Inc (ODFL) Coursera, Inc. (COUR) PKG Token (PKG) Generac Holdings Inc. (GNRC) The Scotts Miracle-Gro Company (SMG) Harley-Davidson, Inc. (HOG) Arbor Realty Trust, Inc. (ABR)

Top Social Posts

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

"@joelmcohen This the $duol $you $wrby guy"
X Link 2025-12-18T01:13Z [----] followers, [---] engagements

"@Pelicanwayre $SRFM did a similar press-release pump on being a customer of Palantir & settling payables w/ equity (construed as Palantir 'investing' in Surf Air)"
X Link 2026-01-12T19:32Z [----] followers, [---] engagements

"*Venu Holding Preliminary Q4 [----] Revenue Of $4.4M-$4.8M; FY25 Revenue Of $17.8M-$18.7M And how is the FY25 revenue range $900k wide if 4Q25 range is only $400k wide. do they not know how much they made in Q1-Q3 reports Am I missing something https://twitter.com/i/web/status/2016265487659811111 https://twitter.com/i/web/status/2016265487659811111"
X Link 2026-01-27T21:42Z [----] followers, [---] engagements

"@UpslopeCapital Psychological short interest was 40%"
X Link 2026-02-10T15:56Z [----] followers, [---] engagements

"@Chokha19 10x feels right / in-line with outdoor cyclical discretionary 15x feels high"
X Link 2026-02-10T17:32Z [----] followers, [---] engagements

"@Chokha19 I think there's a lot of downside to those boat names & that powersports are showing clear signs of inflection off the bottom. but I DO agree that FOXF should converge w/ group. expect outdoor peers come down to facilitate that. thanks for sharing"
X Link 2026-02-10T17:43Z [----] followers, [---] engagements

"@ltmleverage @AutismCapital Skeptical of the Official Narrative (tm)"
X Link 2026-02-11T12:28Z [----] followers, [--] engagements

"@TheRealBirnbaum $DUOL is a shitco and AI is just the excuse to markdown the previously silly terminal value"
X Link 2026-02-12T02:29Z [----] followers, [----] engagements

"@Jamshidkarimi17 @gurgavin And the people they sold to"
X Link 2022-09-16T02:54Z [----] followers, [--] engagements

"@S_curvecap @KvetchNRelease I propose a little more originality: - how does the promotional environment taste - if I was a number and that number was next quarter SSS would I be closer to 7% or 9% - whats the cadence of the cadence"
X Link 2022-11-22T02:35Z [----] followers, [--] engagements

"@DeepSailCapital Boats & powersport: $hzo $onew $mbuu $mcft $pii $patk US low cost carriers: $ulcc $algt $sncy Science projects/froth: $aur $joby $achr $rgti $ionq $soun $vuzi $rcat $rekr $iot High-flyer decels: $krus $duol $wise_ln Other: $kind $up $cjt_cn $iot $are $aht_ln $coco"
X Link 2025-01-13T17:47Z [----] followers, [----] engagements

"@pmje73 @MadThunderdome We do a lot of work on airfares advance purchase is off a cliff from late aug-oct and close in has weakened substantially last [--] weeks 2nd half of airlines earnings guides should decel from strong peak (esp $ha)"
X Link 2022-07-12T22:21Z [----] followers, [--] engagements

"@jay_21_ @MadThunderdome No Experiences over things Revenge travel Consumer balance sheet All reopening will recover to 150% of pre-COVID and grow 3x gdp forever Experiences over thingsssssss /s fave reopening shorts $ha $mcg $vcsa $skyw $ispo $sond"
X Link 2022-09-21T14:30Z [----] followers, [--] engagements

"@DeepSailCapital Boats: HZO ONEW MBUU MCFT Reopening Tagalongs: MCG HA SEAT VCSA Industrial Spec-Tech Cash-Fires: CJT CN DM VLD XMTR Science Projects: LILM JOBY Web-Ed/Reskilling: DUOL COUR UDMY"
X Link 2022-11-28T19:47Z [----] followers, [--] engagements

"@DeepSailCapital Science projects: $achr $joby $airo $beta $fly Boats: $mbuu $mcft $hzo $onew Other: $ulcc $fbyd $skyh $cjt_cn $nxdr $stub Probably drones too but hype might have legs for a bit"
X Link 2026-01-13T02:07Z [----] followers, 10.5K engagements

"@rev_cap @JigsawCap Right. Obv the highest ROIC deployment of excess cash is best. Whats under debate is the ROIC realization on this particular capex"
X Link 2026-02-16T12:41Z [----] followers, [---] engagements

"@ChairliftCap Screening & idea generation & first pass. Getting a long pipeline of unique ideas & quickly narrowing it down and forcing existing ideas to compete with new ideas"
X Link 2023-03-23T15:05Z [----] followers, [----] engagements

"@ChairliftCap Mixture - screen for text in company descriptions/notes reflecting a fad-du-jour or metrics like steadily declining margin -ve FCF and recent o/p and mult 1SD vs hist. For me it starts with what sort of situation is getting a thoughtless bid rn and trying to find examples"
X Link 2023-03-23T15:34Z [----] followers, [----] engagements

"@mycroftcap @hfreflection @Alpha_Theory Did both dif games. For an MM: playing for levered intrasector stock-selection Typical generalist SM: the sector-tilt also represents selection alpha IMO - SM who consciously/consistently/successfully takes sector tilts (arising from bottom up work) is good stock picking"
X Link 2023-04-01T17:59Z [----] followers, [----] engagements

"@lfg_cap @pekwat Faves: MODL EQRV HSP EEG GF FTW Least Faves: PORT"
X Link 2023-07-11T21:01Z [----] followers, [----] engagements

"@crazyjoedavola_ Sort by borrow availability"
X Link 2023-07-16T01:28Z [----] followers, [---] engagements

"@CoorsLightCEO"
X Link 2023-07-20T21:52Z [----] followers, [----] engagements

"@TheStalwart @yungmetronome How could this data possibly be remotely reliable"
X Link 2023-09-14T15:45Z [----] followers, [----] engagements

"@MRatable For the best shorts longs arent interested in entertaining the bear case. Value prop would be reversed"
X Link 2023-10-19T20:55Z [----] followers, [----] engagements

"@TheLAPurchaser Our maintenance capex is low most is growth"
X Link 2023-11-14T00:50Z [----] followers, [----] engagements

"@bucketshopcap Theres alotta money to be made in names you dont know better than mgmt and all ur competitors its faux pas to say that but sometimes bankshots in your core idea or having a large breadth of employable names to express thematic/short adjustments just makes more alpha"
X Link 2023-12-04T13:49Z [----] followers, [----] engagements

"@andrewryanatx @SamRo I will bet you $10k : $100 you cant flip [--] out of [---] heads with a quarter Dm me Will FaceTime Im serious easy money [--] u"
X Link 2024-01-06T02:12Z [----] followers, [----] engagements

"@puppyeh1 Dude - I never say things like this - but are you really gonna go round two on this one"
X Link 2024-01-28T05:49Z [----] followers, [----] engagements

"@MadThunderdome"
X Link 2024-02-04T03:36Z [----] followers, [----] engagements

"@Guruleaks1 This drained my last 2% of faith-in-system"
X Link 2024-03-21T02:10Z [----] followers, [----] engagements

"@Molson_Hart Brazilification - but its less about cronyism/corruption (which arent new) and more about technological advancement + global competition hollowing an American middle class that enjoyed a location-premium on labor for several decades"
X Link 2024-03-21T17:07Z [----] followers, 49.9K engagements

"@GrandTokamak Theres arb in calling any algorithm AI gets a multiple uplift. Airlines have been one of the biggest big-data users for decades. Little has changed. Airlines also love to say each year they achieved XXX millions in cost savings from YYY initiatives but never make money"
X Link 2024-05-11T18:13Z [----] followers, [----] engagements

"@S_curvecap More soldiers less scouts"
X Link 2024-06-29T03:07Z [----] followers, [----] engagements

"@hfreflection Great post thanks Ive also found that reading industry forums helpful for highlighting issues on the ground - while its noisy and full of sampling bias its also less infected with Wall Street narratives/echoes. Airline pilots pharma reps & auto/rv/boat dealers examples"
X Link 2024-07-18T20:59Z [----] followers, [----] engagements

"@muddywatersre Vocal helicopter is more real than commercial EVTOLs"
X Link 2024-09-12T15:19Z [----] followers, [----] engagements

"@dalibali2 Sector alpha is still alpha For a generalist sector alpha can be most of the alpha Intra-sector idio is great if youre levered and neutral"
X Link 2024-10-11T20:24Z [----] followers, [----] engagements

"@MadsCapital Its the most wonderful time of the year mgmt believoors in consumer cyclicals"
X Link 2024-10-23T22:20Z [----] followers, [----] engagements

"@DeepSailCapital LCC carriers: $ulcc $jblu $algt (mkt misunderstands competitive dynamic & costs -capitalizing RASM - wont materialize-casmx [--] guides ugly another one folds) Outdoor suppliers: PATK/LCII quality compounder - levered cyclical rollup - wholesale revisions-Rerate hard"
X Link 2024-10-31T19:18Z [----] followers, [----] engagements

"@bucketshopcap Seems to be mostly boomer PMs who genuinely think its materially useful to the research process in my personal opinion"
X Link 2025-06-22T23:47Z [----] followers, [----] engagements

"@sadvalueinvestr Looking back these guys were ahead of their time"
X Link 2025-06-25T17:09Z [----] followers, [----] engagements

"@FundamentEdge Yeah - I was able to back into my own verbatim family group texts in GPT2/TalkToTransformer in [----]. Also family members medical diagnoses. Just with prompts like: write me a conversation between person [--] full name name born DOB living in city and person [--] dob city"
X Link 2025-07-08T21:28Z [----] followers, 37K engagements

"@AJA_Cortes Torchys Tacos Beloved Texas chain after buyout it just tastes really bad"
X Link 2025-07-17T00:07Z [----] followers, [----] engagements

"@WaterworldCapi1 Only [--] sizes: - too big - too small"
X Link 2025-10-31T01:36Z [----] followers, [---] engagements

"@LongOnlyLarry Its the finest piece of value added research / primary work the sell side has done since 2014"
X Link 2025-10-31T02:51Z [----] followers, [----] engagements

"@inwoodcapital Factor neutrality is a thing"
X Link 2025-11-13T20:59Z [----] followers, [----] engagements

"@LSValue Flying taxis: $joby $achr $lilm $blde $evtl $embk Autonomous trucking: $tsp $aur Cash Incinerator Reopeners: $you $mcg $rent US Network Airlines: $aal $ha $skyw ESG/Lidar junk: $lidr $lazr $qs $gevo Probably boat dealers ltl truckers bnpl fashion ecom too"
X Link 2022-04-12T02:46Z [----] followers, [--] engagements

"@DeepSailCapital Assorted spec-tech: $sklz $ionq $smrt $nrdy $dm $mkfg $bfly $ionq Pet dtc: $frpt $trup $rovr $bark Reopener 0s: $mcg $rent $ha $sond Green promotions: $muln $goev $arvl Flying taxis/autonomous: $aur $tsp $eh $lilm $joby $blde $lidr $lazr Transports: $cjt $odfl Boats: $onew $hzo"
X Link 2022-09-01T15:09Z [----] followers, [--] engagements

"@Post_Market Boats: HZO ONEW MBUU MCFT Powersports: PII DOO CN Reopening: MCG HA"
X Link 2022-11-23T22:34Z [----] followers, [--] engagements

"@veryfinanceguy Excluding todays fiasco: Delta - good if youre expensing Southwest - good for out of pocket United - if u live in hub Delta American - u didnt rly need ur bags JetBlue - cheap lie flat if available Spirit - cancellations & brawls Hawaiian - pay triple for flower livery"
X Link 2022-12-27T21:00Z [----] followers, [----] engagements

"@manualofideas Its a long way down still for most former high fliers till they reach BK-risk/option value/equity-stub territory. If youre looking for that asymmetric u/d (less asymmetric when prob wtd) Id argue youll find more levered equity stubs with torque in industrials land - more debt"
X Link 2022-12-28T07:57Z [----] followers, [---] engagements

"@DeepSailCapital Cyclical peaks @ mmnt of truth: - Boats: $onew $hzo $mcft $mbuu $bc - $ctj_cn cargo overearner + ponzi Insider toxic-PIPE heist: $otly $lilm $goev Broken reopeners w/ hockeystick 2H cons: $mcg $seat $vcsa $algt Decel + CAC blowout: $duol $pd $cour $udmy Special victim unit: $ha"
X Link 2023-02-06T20:44Z [----] followers, [----] engagements

"@DeepSailCapital Still Boats: $hzo $onew $mbuu $mcft Web-ed: $cour $udmy $duol Broken growth/Unit Economics: $cjt_cn $mcg $you $bfly $kind $seat $sond $dkng $w $dm $xmtr $vmeo $vuzi US Ailrine w/ silly guides: $algt $ual $ulcc $sncy Materials (maybe): $pkg $bldr Special Victims Unit: $ha"
X Link 2023-03-14T14:46Z [----] followers, [----] engagements

"@marketplunger1 $vlrs - Mexican airline (ulcc) 3.5x NTM EBITDAR 30% FCF yield net cash x leases Durable hsd+ topline runway Pre-Covid: 15yr knife fight for MX air mkt Now: largest carrier in rational [--] plyr mkt Disloc: erngs pwr masked by FAA MX downgrade resolves 4Q Pair it Pair it"
X Link 2023-07-16T02:18Z [----] followers, [----] engagements

"@ShippingNews8 Having been on both sides the SM model wld benefit a lot from implementing aspects of podshop earnings season approach. Or should ignore short term. But evaluating/paying-mind-to daily reactions w/o measuring sector/mkt/factor impact or a window around print is counterproductive"
X Link 2023-08-30T16:57Z [----] followers, [----] engagements

"@FundamentEdge Section 4-6 are so good. Having gone from MM-SM reading those felt like watching my edge erode in real-time. Good content. Pls stop though"
X Link 2023-09-08T20:56Z [----] followers, 10.2K engagements

"@lfg_cap 7th circle of hell reserved for companies that only give changes in WC in the K and dont tell u what segment or opex line the consolidated add backs came out of"
X Link 2023-09-14T13:18Z [----] followers, [----] engagements

"@puppyeh1 SAVE is probably a zero standalone DOT has said theyll block it if DOJ doesnt Political will is very against the deals and more levers to pull than people may appreciate Dont think the concessions to date move the needle"
X Link 2023-09-21T04:01Z [----] followers, [----] engagements

"@bucketshopcap I genuinely thought/think GLP-1 thesis tweets are parodies of AI hype. I am now second guessing that but still pretty sure theyd jokes"
X Link 2023-10-07T02:04Z [----] followers, [----] engagements

"@guastywinds Yep - they usually try to paper over the cracks in the hull before it sinks These w signposts help w/ timing conviction & alpha capture Lotsa new little tricks: UP-C/TRA anti-dilutive exclusions op lease calcs contract accting ELOCs etc Thats ur pocket bein picked"
X Link 2023-10-11T02:59Z [----] followers, [----] engagements

"@DeepSailCapital Rec boating: esp dealers $hzo $onew NAM airl: esp $algt $ual $ulcc $sncy Airfreight: esp $CJT_CN $atsg eu peers Decel nonsense: $duol $you Evtols: $joby $achr $lilm B&M growth: $krus $bowl $bros $mcw Discret home: $alrm $gnrc $smg $pool $rdfn Maybe() guns freight brokers"
X Link 2023-10-25T18:10Z [----] followers, [----] engagements

"@DeepSailCapital Outdoor (esp boats): $hzo $onew $mbuu $mcft $hog $lcii $pii $doo.to $rgr $cwh $wgo $tho B&M growth concept: $krus $bowl $modg $bros $dnut $sg US Airlines: $algt $sncy $ulcc paired Airfreight: $CJT.TO $ATSG Nonsense: $shco $joby $achr $lilm $vuzi Proptech: $open $rdfn $smrt $rezi"
X Link 2023-11-10T23:00Z [----] followers, [----] engagements

"@RiskRewardSkew Im not even at a pod and theres some silliness to it but honestly when I see these takes I just see a wilful ignorance of how other market participants mandate/value-prop and alot of backpatting. Usually everyone else is so dumb isnt actually the explanation for anything"
X Link 2023-12-01T09:11Z [----] followers, [----] engagements

"@bucketshopcap I make a distinction between hoverage and coverage Coverage - have an updated model have met with management past 6mo and a price target Hoverage - stale model and I know the biz only updating when sector/theme is actionable. Incl tiny foothold/starter pos & idea bankshots"
X Link 2023-12-04T13:35Z [----] followers, [----] engagements

"@zerohedge Theoretically could GME now invest its cash balance in AMC puts and thus creating a recursive shitnado of self-referencing meme madness"
X Link 2023-12-06T22:55Z [----] followers, [----] engagements

"@ChairliftCap @thogge I agree. Pretty fun. Less politics than most jobs somewhat more meritocratic. Variety intellectually engaging. No manual labor. Pretty good pay against often unrealistic expectations"
X Link 2023-12-17T22:40Z [----] followers, [----] engagements

"@Chariot_Invest - movement of revisions & impact on the timing of alpha realization especially relative alpha. Shape of alpha - options [--] alpha capture [--] express fundamental views (not quant/arb nor all the retail nonsense) - IRR based research prioritization - beyond u/d: time-ability"
X Link 2023-12-31T00:37Z [----] followers, [----] engagements

"@Chariot_Invest A great book would just be like hundreds of case studies w/ contemporaneous news / sell side research / VIC chatter / estimates 13Fs idea dinner pitches etc. To vicariously live through the moments of truth signposts and what the zeitgeist right bef perception shifted"
X Link 2023-12-31T00:59Z [----] followers, [----] engagements

"@nottigeranalyst 4Q result / 1Q guide IMO is the hardest season. Cause its all about FY guide but its so early you just gotta guess what BS each management team can feasible make up and revise later. Meanwhile resetting the 12mo clock means msny on deck or back burner ideas are calling"
X Link 2024-01-05T03:04Z [----] followers, [----] engagements

"@nottigeranalyst @senatorcheese @bucketshopcap My bread & butter: self-sourced hard-to-use not mktd to wall st 3p data. Then mgmt/experts to triangulate/validate conclusions - then go check yipit & hope its totally wrong & everyones offsides. Thats my ideal alt data use. Looking [--] unit econ/mix/competition not sss"
X Link 2024-01-18T16:40Z [----] followers, [----] engagements

"@atelicinvest Nobody just has edge its sought/found & temporary & capacity constrained Inputs = time/labor Efficiency (alpha rtn / manhour) = pattern recognition & process & mandate/personality/capital friction Magnitude = creativity judgment divergent thinking Mkt isnt efficient"
X Link 2024-01-31T00:09Z [----] followers, [----] engagements

"@bucketshopcap @non_consensus Barra factors use consensus ests - this is why revisions still matter imo - esp in high op-leverage names. Post print - dumb move - street revises ntm eps - XYZ ticker goes from 1st to 5th decile barra beta on some EPS or rev-growth based measure - whips allowable exposures"
X Link 2024-06-18T13:33Z [----] followers, [----] engagements

"@partners_road Similarly [--] shorts: I imagine Im a sell sider w/ primary goal [--] raise numbers: - how will mgmt spin miss - how much does this enable me [--] raise [----] eps - did new info ruin the story I use to justify silly PT - if so did mgmt provide a replacement story [--] me [--] use"
X Link 2024-09-17T20:06Z [----] followers, [----] engagements

"@bucketshopcap When fundamental PMs tell me LLMs are meaningfully enhancing their analyst output/performance I get very skeptical of the quality of said analysts"
X Link 2024-09-23T14:52Z [----] followers, [----] engagements

"@ChipsAhoyCap Good firms generally dont publish their transcripts to save a couple hundred bucks and/or talk their book"
X Link 2024-10-03T13:04Z [----] followers, [----] engagements

"@kpottermn - Charting the y/y difference exaggerates the visual - Passenger volumes are driven by seat volumes you cant fly more people than seats - short term demand increase/decreases would be judged by unit price trends - scheduled seats accelerate after Oct back to 3Q growth Levels"
X Link 2024-10-09T14:58Z [----] followers, [----] engagements

"@rev_cap @sidprabhu @161phi @NickTimiraos @macrocredit I think asset price inflation key. Policy driven bubbles misallocate capital LT ofc Also ST erode meritocratic mechanisms Meritocracy = core [--] US productivity/cohesion Peers making $10m+ via: YOLO FartCoin / vaporware startups / Congress trading / Onlyfans etc. creates malaise"
X Link 2024-12-28T23:41Z [----] followers, [----] engagements

"@DeepSailCapital Dont short the crowded shorts Dont seek irrational counterparties Dont underwrite regulatory crackdowns Dont buy cheap cyclicals until end market inflects (even if youre a long term investor with DuRaTiOn to look thru the trough)"
X Link 2025-01-14T19:03Z [----] followers, [----] engagements

"@West4thCapital Great thread - yeah - agree timing/sizing is critical on shorts. Understanding the foundational points of the long thesis and being there in size when those assumptions break. Obvious shorts are the worst shorts focus is capturing the perception shift. Idea velocity helps"
X Link 2025-02-15T19:10Z [----] followers, [----] engagements

"@ContrarianCurse More simply: if a cyclical trough is priced as secular short buying the inflection/green-shoots can capture an acute repricing of midcycle earnings power w/ high operating leverage. And vice versa - short a cyclical peak priced as secular grower to capture acute TV repricing"
X Link 2025-07-17T23:52Z [----] followers, [----] engagements

"@calvinfroedge The short analyst. You regularly feud with FOIA administrators. You may have gotten some Belarusian expert network whistleblowers killed. You add back SBC and argue about it on X. You read the footnotes like a boomer. Your team hates you. Your PM says u cant eat alpha. Bonus $0"
X Link 2025-08-21T00:25Z [----] followers, [----] engagements

"@inglouriouscap That may be the worst named investment book Markets to retail first timers Content is complex special sits"
X Link 2025-10-31T14:02Z [----] followers, [----] engagements

"@ContrarianCurse Perhaps instead: a pod where shitco CFOs think theyre coming in to pump their shitco to retail But then its just Chris Hansen (either one) asking them to have a seat & answer questions from a panel of forensic accountants & then SEC enforcement is waiting outside to bash em"
X Link 2025-11-07T01:43Z [----] followers, [----] engagements

"@GavinSBaker My senior used to ask me Management said X and you think Y Do you think you know more than management No I dont but I think Im less conflicted & more aligned with accuracy / objectivity than whatever management communicates to the investing public"
X Link 2025-11-12T23:34Z [----] followers, [----] engagements

"@MadThunderdome Get the whole pronoun basket: $YOU $ME $WE $HIMS $SHE"
X Link 2022-05-19T19:47Z [----] followers, [--] engagements

"@DeepSailCapital Airline Labor Losers: $HA $UAL $SKYW Boats/UTV: $MBUU $MCFT $ONEW $HZO Reopener Junk: $MCG $SEAT $VCSA $SOND Science project & scams: $LILM $EH $MULN $VUZI"
X Link 2022-12-16T17:50Z [----] followers, [----] engagements

"@NegativeGW @MadThunderdome Boats: $mbuu $mcft $hzo $onew $bc Powersports: $pii $doo_cn LTL & express air cargo: $cjt_cn $saia $odfl US airlines: $ha $ual $sncy $algt Truck OEMs (not yet): $pcar $alsn Backyard (too late): $pool $swim $lesl $cook $gnrc $foxf"
X Link 2023-01-08T23:49Z [----] followers, [----] engagements

"@MadThunderdome $hzo $onew - boat dealers. Powerboat units volms are above [--] peak and 3x ASP mostly bought on LT loans. Massive demand pull fwd + suppl constr in Covid drove Dealers boat-sales GP 18% - 28%. promotions back inv building FP interest+++. Blew windfall on M&A & levered up"
X Link 2023-03-17T16:08Z [----] followers, [----] engagements

"@ChairliftCap Last year the best idea generation tool was simply going on the Robinhood app picking the dumbest company and clicking people also own lol"
X Link 2023-03-23T15:36Z [----] followers, [----] engagements

"@AltaFoxCapital @alixpasquet A lot of the value of podshops is in the transfer of economics from Investment Team - LP. They are Ryanair/Spirit unbundling the alpha from the PnL and undercutting making it up with scale and reliability. They pay labor less (fee % of alpha) adj for QOL & faster career growth"
X Link 2023-04-03T15:19Z [----] followers, [----] engagements

"@DeepSailCapital Overlevered overearning capex or floorpan-intensive consumer cyclicals with bad data and misunderstood decrementals trading above peers w/ $cjt_cn $onew $hzo $algt $ha $sncy Medium-term: $seat $you $trup $lilm $eh $joby $kind $pkg $duol $udmy $shco"
X Link 2023-06-06T17:34Z [----] followers, [----] engagements

"@DeepSailCapital Boats have imploded not in price: $mcft $mbuu $hzo $onew US dom fwd airfares off cliff: $ha $ulcc $jblu $sncy $jblu EVTOL squeeze; $lilm $eh $joby $schr High mult/cash incinerator/decel: $you $duol $krus $otly Freighter glut: $cjt_cn $atsg Maybe: $bfly $opk $dna $wk"
X Link 2023-07-17T15:52Z [----] followers, [----] engagements

"@jay_21_ Consumer facing industrial The supply chain bullwhip working its way thru the value chain is the gift that keeps giving and readthroughs are not being appropriately priced I guess everyones busy on AI expert calls"
X Link 2023-07-20T17:08Z [----] followers, [----] engagements

"@DeepSailCapital Still boats $mcft $mbuu $onew $mbuu Still US domestic air $HA $ALGT $SNCY $JBLU EVTOLs but mind factors: $joby $achr High-mult consumer decel: $krus $duol $you $smg $coco $otly Gene bs: $dna $flgt $me Misunderstood melting ponzi: $cjt_cn $shco Revisit: $kind $opra $seat"
X Link 2023-08-08T17:53Z [----] followers, [----] engagements

"@UpslopeCapital $DUOL $POOL $MCW $TFII_CN"
X Link 2023-09-14T15:21Z [----] followers, [----] engagements

"@bucketshopcap Decel before breakeven against a high mult but InVeStInG FoR GrOwtH $cjt_cn $krus $bowl $mcw $duol $bfly $bros $pool $wrby"
X Link 2023-11-03T01:03Z [----] followers, [----] engagements

"@RiskRewardSkew YOU are in biz to generate P&L. THEY are in biz to generate sector/factor neutral intrasector relative alpha. Their questions r useful for the latter. Market fees say healthy demand it If theyve met w/ mgmt 2x/qtr for all peers [--] yrs big picture is redundant Its a dif biz"
X Link 2023-11-30T21:13Z [----] followers, [----] engagements

"@DeepSailCapital Boats/powersports: $mbuu $hzo $mcft $onew $doo_cn $pii $hog Brick-and-mortar growth concept: $krus $bowl $modg $bros Autonomous/eVTOL: $joby $arch $aur $lilm Other: $you $abr $mpw $cjt_cn Maybe(): shoe fads life-science reits BNPL auto components"
X Link 2024-01-11T17:38Z [----] followers, [----] engagements

"@DeepSailCapital Rec Boating (sadboi summer): $mbuu $mcft $onew $hzo $lcii $patk US Air: $algt $ulcc $save $alk Freight: $atsg + ponzi $cjt_cn B&M growth concept: $krus $bros $mcw $bowl $modg High flyer decel (mind ur factors): $duol $you Junk (ditto): $shco $aur $joby $achr $mond $dna $me"
X Link 2024-03-05T17:06Z [----] followers, 10.1K engagements

"@FundamentEdge Idea well suited for current AI: case study collector I highlight a certain portion of stock chart perhaps fad breaking cyclical peak/trough. AI creates a case study including progression of headlines cons ests vs mults & variance 13F trend mgmt coms relative alpha curve"
X Link 2024-06-05T14:56Z [----] followers, [----] engagements

"@DeepSailCapital BOATS ARMAGEDDON: $mbuu $onew $mcft $hzo Expensive decels: $celh $you $cjt_cn $duol B&M growth: $krus $bowl $mcw $modg Outdoor / power-sport: $pii $doo_cn $mips_ss $lcii $patk $dom_ss US LCCs (still): $ulcc $algt $save $sncy Crowded donuts (smol): $aur $joby $achr $abr $mpw"
X Link 2024-06-07T15:31Z [----] followers, [----] engagements

"@DeepSailCapital Still boats more than ever: $onew $mbuu $mcft $onew $bc US LCCs (still): $ulcc $jblu $algt $save euro peers Powersports/boat-rv suppliers: $patk $LCII $dom_ss $doo $pii Selective froth/squeezy junk: $aur $achr $joby $smr $up Other: $celh $you $krus $smrt $de $agco $cyrx"
X Link 2024-07-31T14:13Z [----] followers, [----] engagements

"@DeepSailCapital $KRUS $YOU very rich again buyside bogey high good skew but timing hard $golf rounds played FINALLY rolled $cjt_cn Canadian cargo reads weak silly valuation & peak came early $joby $achr have to punt [----] commercialization more explicitly (vs soft move to Saudi launch)"
X Link 2024-10-31T19:22Z [----] followers, [----] engagements

"@StockJabber Great list - do you know of any public pitches or writeups that demonstrate creative usage of CMS spending data As a generalist its intrigued me but never dug in aside from some stuff on ACOs which was simplistic"
X Link 2025-01-14T02:36Z [----] followers, [---] engagements

"@WaterworldCapi1 For airlines: - Were at extreme p/e vs history (on super aggressive FY25 rasm ests) - Capacity reaccelerating breaking the story underpinning RASM ests - Fare data look sub-inflationary (vs costs growing faster) - lower fuel historically = lower mults excess capacity"
X Link 2025-03-07T17:06Z [----] followers, [----] engagements

"@DeepSailCapital Stuff not already down tons: $MCFT $PATK $SKYH $YOU Stuff down a lot but still like u/d: $HZO $ONEW $MCW $ULCC $RCAT $ONEW $HZO $ACHR $UP $LCII $MCW $SNCY $SKYW $IONQ $YOU $KRUS"
X Link 2025-03-10T19:26Z [----] followers, [----] engagements

"@DeepSailCapital These are typically great shorts alotta cargo companies did the same thing. Basically a customer discount executed thru balance sheet vs income statement"
X Link 2025-03-14T18:59Z [----] followers, [----] engagements

"@akramsrazor Oh but look at the friends we gained Fake flying taxis Fake quantum computing Democratized gambling Money laundering (sry fintech) Wreckless underwriting"
X Link 2025-11-05T03:31Z [----] followers, [----] engagements

"@Purpleskurp Thats not the bear case bear case is: MAUs will decel growth before meaningful paid conversion is achieved yet R&D will persist because its actually just S&M Bcuz users were never gonna pay - u can degrade the experience & convert few squeeze power users but MAUs decel"
X Link 2025-11-06T00:24Z [----] followers, [----] engagements

"@DeepSailCapital Airlines: ULCC ALGT (vs SNCY VLRS) Outdoor: MBUU MCFT HZO ONEW (vs powersports) Froth/Junk: VENU DPRO VUZI REKR ACHR HOVR AIRO FLY RDW High-Flyer Decel: KRUS PATK YOU"
X Link 2025-11-06T16:13Z [----] followers, [----] engagements

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