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@FishtownCap Avatar @FishtownCap Fishtown Capital

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

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XX% stocks XX% cryptocurrencies #6907 technology brands X%

Social topic influence $unfi #3, unfi #3, $sbux #590, debt #1786, $300m #12, $gpn #7, $deo #16, $12b 4%, $105m 4%, cash flow X%

Top accounts mentioned or mentioned by @siyul @victaurs @aureliusltd28 @bfrankvalue @ramrulez1 @latestgecapital @jminvestment0 @jerrycap @waterworldcapi1 @hatfieldcapital @scurvecap @premarks @taobanker @nickalobeultra @marcslans @brandoliniparg @jm_investment0 @valuesci @steigerwaldvalu @realherbhoover

Top assets mentioned Unifi Protocol DAO (UNFI) Starbucks Corporation (SBUX) Global Payments Inc (GPN) Diageo plc (DEO) 4 (FOUR) ONEOK, Inc. (OKE) Kinetik Holdings Inc. Class A Common Stock (KNTK) Kraft Heinz Co (KHC) Dutch Bros Inc. (BROS) Fiserv, Inc. (FI) Fiserv Inc (FISV)

Top Social Posts

Top posts by engagements in the last XX hours

"Is $SBUX a short opportunity here 30x earnings. Operating income down from XX years ago. Debt $12B higher (20% less shares.) But tons of operational headwinds IMO the brand is a lot "less cool" than XX years ago"
X Link 2025-11-28T17:25Z 4620 followers, 2850 engagements

"$UNFI United Foods looks pretty solid. No surprises like yesterdays price action implied. Reaffirm guidance incl. FCF and thats w/ $300m of CapEx P/FCF of X for FY26 and probably 5x for FY27"
X Link 2025-12-02T12:27Z 4617 followers, 4619 engagements

"@JM_Investment0 @JerryCap What metric are you using to compare $GPN half the earnings multiple as $FOUR"
X Link 2025-12-02T15:06Z 4620 followers, XXX engagements

"@marc_slans It's probably not too relevant but I think it's a positive. Dude is the poster child for failing upward"
X Link 2025-12-08T14:49Z 4606 followers, XXX engagements

"So speaking of beaten down midstream what about Kinetic $KNTK Down XX% down to 2021 levels but Permian NG focused. 2026 EV/EBITDA 8-9x minimal Capex beyond XX. What dont we like"
X Link 2025-11-27T00:41Z 4608 followers, 1840 engagements

"@siyul $GPN Global Payments Because show me where on the P&L this business deserves a derating to 6x. Yes it's a competitive business so are banks telcos CPG supermarkets etc"
X Link 2025-12-05T23:29Z 4609 followers, 1001 engagements

"$SBUX Starbucks this aligns with my thoughts that the brand is stale. Noise from the union (which I think is silly pushes people away. Why shouldnt this drop like $DEO $KHC & other former consumer gems when folks realize its ex-growth & theres nothing a CEO can do to fix"
X Link 2025-11-28T22:51Z 4616 followers, 2694 engagements

"$UNFI United Foods Weird price action and relatively low volume. It seems to drop like this from time to time. Looking forward to earnings tomorrow"
X Link 2025-12-01T18:51Z 4617 followers, 2023 engagements

"$DEO Diageo Nearly cut in half since X years ago and still not cheap. Stop buying anything with a high teens+ P/E and no/negative growth. I don't care how strong the brand is. This is what happens and are economy is far from bad"
X Link 2025-11-06T17:54Z 4620 followers, 5973 engagements

"@bfrankvalue Who's selling Anyone that wants to take a massive tax loss or not show this on their year end book. but that selling has been happening for a while and maybe is nearly exhausted. If I was sitting on a 50-75% loss I'd sell and just hope to rebuy later"
X Link 2025-12-01T17:24Z 4617 followers, XXX engagements

"$UNFI Agreed (def. agree on sandbagged guidance.) Benefits from lower interest rates + likely we'll see a refi of their debt later this year. EV/EBITDA = 5x on YE26 numbers"
X Link 2025-12-03T16:21Z 4617 followers, 3075 engagements

"@Ramrulez1 I think theyre an acquisition target. Would be accretive for all of the larger players even at a 20-30% premium. But absent that why shouldnt this rebound back to $XX early next year"
X Link 2025-11-27T01:15Z 4620 followers, XX engagements

"Anyone have any insights/thoughts of Fiserv $FISV Back to 2017 levels down XX% this year and up on a day like today. That really looks like a bottom. I don't think it would take much of a turnaround for this to be up 50%+ next year"
X Link 2025-12-01T15:50Z 4620 followers, 8791 engagements

"$UNFI United Foods Guiding $300M annual FCF + $800m in EBITDA in 2028. 2028 EV: 3.4B (if price doesn't move) EV/EBITDA of X EPS @ 800m EBITDA - 250m D&A - 75m interest - XX tax = 400m $X EPS P/E=5. Nothing crazy returning to industry standard margin X year double"
X Link 2025-12-10T13:44Z 4620 followers, 5449 engagements

"@BrandoliniP_ARG I have not but I can. Why's it down so much this year"
X Link 2025-12-10T19:05Z 4620 followers, XXX engagements