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@FishtownCap Avatar @FishtownCap Fishtown Capital

Fishtown Capital posts on X about money, $kmi, $unfi, insurance the most. They currently have XXXXX followers and 1107 posts still getting attention that total XXXXX engagements in the last XX hours.

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Social category influence stocks finance cryptocurrencies technology brands

Social topic influence money, $kmi #9, $unfi #9, insurance #458, $oke #8, $oklo8, $cvna, i wish, $dow, berkshire hathaway

Top assets mentioned Kinder Morgan Inc (KMI) Unifi Protocol DAO (UNFI) ONEOK, Inc. (OKE) Carvana Co. (CVNA) Dow Inc (DOW) Berkshire Hathaway Inc. (BRK.A) Berkshire Hathaway Inc Class B (BRK.B) Progressive Corp (PGR) Diageo plc (DEO) Atlassian Corporation PLC (TEAM) Danaher Corporation (DHR) Advanced Micro Devices (AMD) Cigna Corp (CI) Elevance Health Inc (ELV) Centene Corp (CNC) H&R Block, Inc. (HRB)

Top Social Posts #

Top posts by engagements in the last XX hours

"@kiwicarrotcake Probably some of that also I think Tech is just sucking the air (money) from everything. $OKLO+8% on $CVNA up X% etc. 1999 vibes"
X Link @FishtownCap 2025-10-15T14:15Z 4491 followers, XXX engagements

"$UNFI United Foods Hey sometimes its just math"
X Link @FishtownCap 2025-09-30T11:44Z 4491 followers, 2191 engagements

"@siyul I think so. I wish I understood this industry better. Them $DOW others all at multidecade lows"
X Link @FishtownCap 2025-10-11T14:48Z 4492 followers, 1045 engagements

"Berkshire Hathaway $BRK $BRKA $BRKB initial takes Insurance underwriting holding up well GEICO still doing very well. Industrial segment led by PCC earnings rebound but theres an insurance payment from a fire in Q2 results X months numbers more relevant Pilot is a disaster down XX% YoY. Its a $400m earner after tax they paid $14B for. Otherwise broad strength in service/retail/manufacturing The miss in Other was FX losses adjusting for this and results are mildly above last year. Good results one of the better ones Ive seen at first glance"
X Link @FishtownCap 2025-08-02T12:34Z 4492 followers, 6584 engagements

"$PGR Progessive -X% seems overdone considering they did "too well" in Florida. Multiple on the best insurance company not looking so high anymore. Added over 4m policies (12%) YoY"
X Link @FishtownCap 2025-10-15T13:57Z 4491 followers, 2542 engagements

"@Tintincapital My basic issue with all of these stocks is that they still aren't cheap enough given the headwinds. Funny I just flew out of EDI on Monday and was on Islay (where $DEO has some plants) a few days earlier"
X Link @FishtownCap 2025-09-24T16:45Z 4491 followers, XXX engagements

"@kiwicarrotcake It isn't. People are switching to Azure DevOps (ADO) a lot. I've used their products in my day job (JIRA Confluence) for a long time. I wouldn't short $TEAM but I wouldn't touch them long either"
X Link @FishtownCap 2025-10-02T14:19Z 4491 followers, XXX engagements

"@ArneUlland @iWard95008698 I personally know one of the Presidents at a big $DHR business and shes a toxic witch that destroys everything she touches. That they hired her makes the stock uninvestable to me"
X Link @FishtownCap 2025-10-05T15:07Z 4492 followers, XXX engagements

"$AMD So "could" contribute "over $100B" (note revenue not profit.) But $AMD has to give up XX% of itself ($35 billion worth or so as of this mornings pop.) 1999 level nonsense"
X Link @FishtownCap 2025-10-06T11:10Z 4491 followers, 1236 engagements

"@valuesci I think they all still do quite well from here. $CI is the least risky IMO $ELV a close 2nd $CNC has (or at least had. it's up XX% from my buy) the most upside"
X Link @FishtownCap 2025-09-11T16:44Z 4491 followers, XXX engagements

"@Hellmi96 Possible. Ive owned $KMI off and on and I passed when it was $XX because I thought it was pricey"
X Link @FishtownCap 2025-10-04T16:19Z 4491 followers, XX engagements

"Long $OKE - X% position. We're still doing this AI power thing right Even after the acquisitions $OKE still very long NG. OBBB beneficiary still guiding to mid/high single digit EBITDA growth. Just too cheap vs peers: reminder $KMI which hasn't grown EBITDA in X years"
X Link @FishtownCap 2025-09-26T13:42Z 4491 followers, 3080 engagements

"@valuedontlie $OKE 's acquisition spree that resulted in more oil exposure merger synergies taking longer than expected disappointing recent ROA numbers and recently I believe tax loss selling. I'll again point out that $KMI is up XX% from X years ago and its EBITDA has barely risen"
X Link @FishtownCap 2025-09-26T15:54Z 4492 followers, XXX engagements

"@KarlisZauers @MartinShkreli @db_fink @nocoiner0 @StanphylCap Lost a significant amount of money in real terms during an insane bull market. The best part is Mark still acts like hes some successful big shot on here. His hedge funds office is his apartment and his website doesnt let clients login. He has no LPs"
X Link @FishtownCap 2025-10-12T10:55Z 4491 followers, XXX engagements

"@BasedStatistic How do you figure $1M and $10M are roughly the same Yes medical is the biggest question mark retiring early youll need a regular policy and likely a supplemental of some sort. How did you retire at 24"
X Link @FishtownCap 2025-10-12T20:16Z 4492 followers, 2320 engagements

"@siyul Some businesses are easy to understand ( $HRB $UNFI) others require real industry knowledge to be consistently successful (biotech.) This is probably somewhere in the middle"
X Link @FishtownCap 2025-10-11T15:06Z 4491 followers, XXX engagements