[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@FishtownCap Avatar @FishtownCap Fishtown Capital

Fishtown Capital posts on X about $hrb, cnc, $cnc, $aer the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXX #

Followers Line Chart

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XX% stocks XXXXX% cryptocurrencies XXXX% travel destinations XXXX% technology brands XXXX%

Social topic influence $hrb 12.86%, cnc 8.57%, $cnc 8.57%, $aer 4.29%, insurance 4.29%, eps 4.29%, 10x 4.29%, imo 4.29%, $60share 2.86%, $73ish XXXX%

Top accounts mentioned or mentioned by @kingdomcapadv @marcslans @rociousspelling @madisonlackey44 @sjoldvalueguy @tradernorway @siyul @christankerfund @quantcompounder @marc_slans @a_living_fossil @brokenmoats @andrewcoye @jonahlupton @thereal50972902 @suicide95518428 @unciacapital @puppyeh1 @pembridgecap @secretlyaninja

Top assets mentioned H&R Block, Inc. (HRB) Centene Corp (CNC) Aercap Holdings N.V. (AER) ArchLoot (AL) Thermo Fisher Scientific Inc. (TMO) Unifi Protocol DAO (UNFI) Veno Finance (VNO) Intuit Inc. (INTU) 2025 (2025)

Top Social Posts #


Top posts by engagements in the last XX hours

"They have a repurchase authorization in place already and were repurchasing shares. Most management teams stop repurchases when there's "trouble". Some good teams like at $DAC and $AER accelerate them. If $CNC puts up decent numbers and signals and intention to repurchase down here it will be a good day tomorrow"
@FishtownCap Avatar @FishtownCap on X 2025-07-24 20:21:25 UTC 4308 followers, XXX engagements

"$AL Air Lease Looks very strong at initial glance Q1 Adj. EPS $XXXX Beats $XXXX Sales $738.28M Beat $710.23M Another $XXXXX million in cash insurance recoveries Book Value above $XX will be $73ish after Q2. This should be $60/share"
@FishtownCap Avatar @FishtownCap on X 2025-05-05 20:30:28 UTC 4308 followers, 8630 engagements

"$HRB In summary: the most boring compounder on earth X. Half market EPS multiple 10x FCF returning all to shareholders X. Could squeeze again after Q4 X. A lot of repurchases coming very soon in a short window Please share and/or comment. What do we think"
@FishtownCap Avatar @FishtownCap on X 2025-07-22 20:30:02 UTC 4308 followers, XXX engagements

"$HRB +$2 today erased half the dumb post earnings drop I expect it all to be recovered (hopefully and then some) by week end. My back of the envelope math has them repurchasing XX% of the daily trading vol for the next X weeks around this price"
@FishtownCap Avatar @FishtownCap on X 2024-11-11 21:03:53 UTC 4308 followers, 1353 engagements

"@JohnHuber72 Largely my thesis when I bought a ton of $HRB at 6x FCF. Turns out they had some growth to go with it"
@FishtownCap Avatar @FishtownCap on X 2025-07-12 02:14:14 UTC 4308 followers, 1565 engagements

"@marc_slans Why Earnings will likely decline over the next year or two and its trading near multi years valuation highs"
@FishtownCap Avatar @FishtownCap on X 2025-07-25 01:35:48 UTC 4308 followers, XXX engagements

"$CNC "Medicaid has more bipartisan support now than at any time in history" (paraphrasing). - Sarah London CNC CEO who is extraordinarily impressive on this call"
@FishtownCap Avatar @FishtownCap on X 2025-07-25 13:12:03 UTC 4308 followers, 1791 engagements

"@us2traveller @brian_goldstone Yes they are in fact the causes of the problem. Find me someone that's able to show up to work XX hours a week and can't afford a small apartment or a room in a house somewhere. It's a nonsense talking point and it always has been"
@FishtownCap Avatar @FishtownCap on X 2025-07-25 18:00:41 UTC 4308 followers, XXX engagements

"$UNFI They guided to 2.5x leverage by YE26. They may reduce net debt $300m by then (to $1.6B.) That implies $XXX in EBITDA; but to have the confidence to guide to this now they're likely planning for $700m+ at 6x (reasonable multiple) that puts the stock $45"
@FishtownCap Avatar @FishtownCap on X 2025-07-16 19:33:35 UTC 4308 followers, 1412 engagements

"Shorted a bit of $VNO on this. I think this represents a huge risk to NYC Office and VNO has had a big recovery and is fully valued in my opinion anyhow"
@FishtownCap Avatar @FishtownCap on X 2025-06-12 14:02:28 UTC 4308 followers, 4571 engagements

"$HRB Q1 & Q2 Repurchases HRB returns XXX% of FCF to shareholders thru divs+buybacks. They spent $430m last year but this year it could be closer to $600m enough to retire X% of shares at $56/share. They do not repurchase during tax season; most happen in Aug Sep and Nov"
@FishtownCap Avatar @FishtownCap on X 2025-07-22 20:30:02 UTC 4308 followers, XXX engagements

"$CNC Welp. These are all but dead. Glad I bought calls and not shares But just went long shares here at $XXXXX - small position 3%. Famous last words that I'll almost certainly regret but I can't imagine what they could put out that didn't get priced in today. Dice roll. If tomorrow's report is even mildly positive this launches"
@FishtownCap Avatar @FishtownCap on X 2025-07-24 19:33:01 UTC 4308 followers, 4792 engagements

"Long $CNC $XX calls for XX cents into earnings. May pick up shares too. $XX - $XX on withdrawn guidance. Problems fixable (pricing) $TMO showing what happens when results aren't as bad as expected. Could pop into mid $30's fairly easy IMO"
@FishtownCap Avatar @FishtownCap on X 2025-07-23 16:20:12 UTC 4308 followers, 9788 engagements

"@marc_slans @BillBrewsterTBB Complex to measure and depends on how you think of float but I get you. Underwriting profits almost certainly will shrink over the next few years (entire industry not Berkshire specific.)"
@FishtownCap Avatar @FishtownCap on X 2025-07-25 03:11:29 UTC 4308 followers, XXX engagements

"@BluthCapital I called this when it was still hot"
@FishtownCap Avatar @FishtownCap on X 2025-07-27 22:14:14 UTC 4308 followers, XXX engagements

"This was a $XX stock less than a year ago and a $XX stock X weeks ago. The intrinsic values of these companies don't swing that much. Even $MOH's $XX EPS floor puts it at 8.4x trough earnings and I have to believe they baked in worst case everything. Maybe famous last words again but"
@FishtownCap Avatar @FishtownCap on X 2025-07-24 19:52:10 UTC 4308 followers, XXX engagements

"@marc_slans Its expensive considering the growth prospects IMO. you have treasuries and equities and a bunch of OpCos that trade higher than peers despite being worse run (outside insurance anyhow.)"
@FishtownCap Avatar @FishtownCap on X 2025-07-25 02:25:17 UTC 4308 followers, XXX engagements

"$HRB Q4 Beat CEO Jeff Jones basically has told you Q4 will be very good. Q3 Pre-tax earnings up XXX% with X% less S/O. Favorable tax rate this year will provide another XX cents EPS/$90m for repurchases"
@FishtownCap Avatar @FishtownCap on X 2025-07-22 20:30:01 UTC 4308 followers, XXX engagements

"H&R Block $HRB : New Old Idea While we squeezing anything w/ short interest let's peak at $HRB which squeezed after last Q4's earnings still has X% SI with this year's Q4 XX% better than last due to a tax benefit most of the bear case weakened + shares still at 10x FCF"
@FishtownCap Avatar @FishtownCap on X 2025-07-22 20:30:00 UTC 4308 followers, 3301 engagements

"$HRB While $XLF +25% YoY $HRB is flat & down XX% from Q3 earnings despite X. Repurchasing $400m in shares X. IRS Free File shut down X. Taxes again changing in FY26 with more itemizers w/ $40k SALT cap X. $INTU at YTD highs X. Had a very good tax season w/ likely Q4 beat"
@FishtownCap Avatar @FishtownCap on X 2025-07-22 20:30:01 UTC 4308 followers, XXX engagements

"@pepemoonboy @jacobkline8 Healthcare for a family of X is $30k/year. You cant drop your 9-5 with 900k. But I get the vibe here"
@FishtownCap Avatar @FishtownCap on X 2025-07-26 04:00:07 UTC 4308 followers, XXX engagements

"$AL Air Lease. This is a good time to ring the register and switch back to $AER. Book Value after subtracting prefs around $63-64 (thanks for those who corrected me) we're now at just a sub-10% discount. It was XX% a few weeks ago. $AER AerCap at a XX% premium BUT they're still due a lot of insurance claims. Once they receive those it's closer to a X% premium"
@FishtownCap Avatar @FishtownCap on X 2025-05-20 14:01:56 UTC 4308 followers, 4968 engagements

"@BasedStatistic IRS Direct File was effectively eliminated in the one big beautiful bill but besides that in person tax prep is where $HRB makes its money. This stock absolutely does better in risk-off markets which we are NOT IN right now"
@FishtownCap Avatar @FishtownCap on X 2025-07-27 01:37:55 UTC 4308 followers, XX engagements

"@kingdomcapadv Implies 585-615 adj EBITDA without the incident and an exit rate higher than that. If theyre guiding for 2.5x by YE26 they must be very confident in it and likely plan to hit it sooner. Implies a $700+ ebitda number for next year"
@FishtownCap Avatar @FishtownCap on X 2025-07-16 11:21:37 UTC 4308 followers, 2309 engagements

"$CNC Also listening to the call. Sees $XXXX this year and I have to believe that's very conservative since they do not want to guide down again. Will reprice and will likely be back to $5+ next year"
@FishtownCap Avatar @FishtownCap on X 2025-07-25 12:23:26 UTC 4307 followers, 4809 engagements

"@siyul Industry has been a steady grower for a long time. $CNC has lost 2/3rds of its value in a year over an industry wide pricing issue that should resolve next year"
@FishtownCap Avatar @FishtownCap on X 2025-07-25 00:50:46 UTC 4308 followers, XXX engagements