@Investing501 Avatar @Investing501 Investing [---]

Investing [---] posts on X about $buks, $prka, $eix, $rick 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 finance 80.18% stocks 27.03% cryptocurrencies 4.5% countries 1.8% technology brands 0.9%

Social topic influence $buks 12.61%, $prka 6.31%, $eix #4, $rick 4.5%, ceo 4.5%, $bxp 3.6%, business 2.7%, $frmo #4, dividend 1.8%, $ktel 1.8%

Top accounts mentioned or mentioned by @hkuppy @joshyoung @focusedcompound @majgeoinvesting @wallstcynic @puppyeh1 @lptexas @dollarsanddata @geopremium @nickgillespie @mattwalshblog @ethicalskeptic @owennewkirk @bobbykkraft @nonamestocks @bkclaims @alluvialcapital @marcusframpton @shellenbergermd @toddwenning

Top assets mentioned Edison International (EIX) Boston Properties, Inc. (BXP) FRMO CORP (FRMO) Veno Finance (VNO) Genius Sports Limited (GENI) DraftKings Inc. Class A Common Stock (DKNG) HORIZON KINETICS HOLDING (HKHC) Devon Energy Corp (DVN) South Bow Corporation (SOBO) Flutter Entertainment plc (FLUT) Sportradar Group AG (SRAD) SIX (SIX) FUNtoken (FUN) Vail Resorts, Inc. (MTN) Southwestern Energy, Co. (SWN) Onewater Marine, Inc. (ONEW) Black Stone Minerals, L.P. (BSM) EQT, Corp. (EQT) Liberty Media Corporation Series A Liberty Formula One Common Stock (FWONA) Lamb Weston Holdings Inc (LW) Driven Brands Holdings Inc. (DRVN) SavePlanetEarth (SPE)

Top Social Posts

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

"$EKCS $4M company announces $85M contract https://www.otcmarkets.com/stock/EKCS/news/Electronic-Control-Security-Inc-Enters-into-Teaming-Agreement-for-a-Multi-Million-Dollar-Border-Project-in-North-Africaid=290534 https://www.otcmarkets.com/stock/EKCS/news/Electronic-Control-Security-Inc-Enters-into-Teaming-Agreement-for-a-Multi-Million-Dollar-Border-Project-in-North-Africaid=290534"
X Link 2021-02-18T18:07Z [----] followers, [--] engagements

"@FocusedCompound $PRKA. But you know that one already 🤣. FCNE $0.25 dividend on a $1.60 stock. Bingo halls in Texas. $BUKS Aerospace and casino in Kansas. Just bought their underlying land at casino on favorable terms"
X Link 2021-02-19T15:57Z [----] followers, [--] engagements

"@WallStCynic Wrote this one pager in December"
X Link 2021-04-09T15:24Z [----] followers, [--] engagements

"@puppyeh1 Have you read the latest Goehring & Rozencwajg letter Covers copper in detail"
X Link 2021-05-20T04:22Z [----] followers, [--] engagements

"@LPTexas Aren't these the same people that are pro-eviction bans"
X Link 2021-09-15T23:02Z [----] followers, [--] engagements

"$KTEL Tidbits from 10Q. The Infinity Mobile business continues to offer very big upside in revenue and OCF. Reengaged team that was selling 10K lines a month in CA ($54 a month per line in revenue)"
X Link 2021-11-13T17:54Z [----] followers, [--] engagements

"$RICK. Things you do not expect to hear on a conference call: "Now Eric one question that was submitted to me by a hot girl capital is you plan to open a Nashville location maybe a naughty honky tonk in the future""
X Link 2022-08-12T19:20Z [----] followers, [--] engagements

"$GLXZ Doing work on company since Microcap Club did an hour long video with CEO. I love all things gaming but never really looked at it much. Here is a reason to not just look at EBITDA. Because of floating rate debt int exp went from 20% to 75% of EBITDA"
X Link 2023-06-01T19:34Z [----] followers, [----] engagements

"$GLXZ They are paying 7.75%+ 5.06% on their debt. Interest expense consumes all their operating income for now Like the honesty of the CFO company can generate $4-$6M in FCF. Pretty simple story but certainly requires A LOT OF PATIENCE"
X Link 2023-06-01T19:42Z [----] followers, [----] engagements

"@dollarsanddata 155M warrants outstanding at exercise prices below $2.00 $320K in consulting fees expenses. $175K in professional management expenses. Sold 2.5M shares last spring at $1.00"
X Link 2021-04-15T20:22Z [----] followers, [--] engagements

"Working on a couple of companies for write ups on my substack blog and other places. $BTTR- building a pet food company to be sold in 3-5 years (Mgt has done it twice before) and $IDW- $10M EV comic book company with new CEO and asset-light model Catalogue could be worth 2-3X EV"
X Link 2022-02-05T15:45Z [----] followers, [--] engagements

"the PE ratio of [---] stocks in the S&P [---] is . 13.9X"
X Link 2022-07-08T21:33Z [----] followers, [--] engagements

"I was the housing analyst at David Tice & Assoc. during collapse of housing in 2008-2009. Predicted none of the public homebuilders would go bankrupt because of use of options on lots. With P/Es under [--] and 80% of BV thinking I should do a Substack on them. Thoughts"
X Link 2022-09-28T20:40Z [----] followers, [--] engagements

"Working on more [--] hour analysis for my substack Any companies you want covered $MMMB $CATO and a couple others are in the mix. Maybe a relook at $IDW. I like to focus on sub $500M companies when possible. https://investing501.substack.com/ https://investing501.substack.com/"
X Link 2022-09-15T17:45Z [----] followers, [--] engagements

"$EIX. who needs an analyst"
X Link 2025-10-31T21:31Z [----] followers, [---] engagements

"Who needs an analyst $SOBO"
X Link 2025-11-22T23:10Z [----] followers, [---] engagements

"$GENI $DKNG $FLUT $SRAD $BETZ If you are invested in any of these stocks you must read listen to the $GENI investor day. They go into great detail on prediction markets"
X Link 2025-12-04T22:05Z [----] followers, [---] engagements

"$DKNG. Clearly no one believes this will continue"
X Link 2026-02-13T21:02Z [----] followers, [----] engagements

"$GENI GENI announced that certain members of the mgt team and Board of Directors GeniusCo-Founderand CEO Mark Locke and Chairman Kenneth Kay and the Legend Founder purchased an aggregate of approximately 1.4M shares during the week ended Feb13 Investors"
X Link 2026-02-13T21:06Z [----] followers, [---] engagements

"$BUKS since 10/6 insiders have acquired 440K shares between $0.74 and $0.68 including 20K shares yesterday at $0.68 and $0.69 per share. Stock is down 12% today to $0.58 per share and 10X TTM EPS"
X Link 2023-10-19T16:44Z [----] followers, [----] engagements

"$BUKS Another day another Form 4"
X Link 2023-10-25T16:50Z [----] followers, [----] engagements

"$EQC Interest income Doubled YOY. $2.1B in cash $2.05B in market cap Rent NOI basically FLAT. They should change their name to CASHCO"
X Link 2023-10-30T20:40Z [----] followers, [----] engagements

"$SIX $FUN Merger CC thoughts. Not impressed. Other than cost synergies don't really see any classic reasons for merger. No real new revenue opportunies ($MTN Epic Pass this isn't). No new technology and guests will not go to other parks (too far). $FUN diluting their upside"
X Link 2023-11-03T23:23Z [----] followers, [----] engagements

"$BUKS Consistent Insider buying. Plus another 35K last two days. It is rare to see such sustained buying"
X Link 2023-11-17T16:17Z [----] followers, [---] engagements

"If investors pay a "High Price for Certainty" wouldn't the opposite be true "Paying a Low price for Uncertainty""
X Link 2023-11-18T21:47Z [----] followers, [----] engagements

"I was bored and put together a spreadsheet with the same store sames results for [--] restaurant chains going back [--] years. Provides some good perspective on long-term performance. Of course valuations and stock preformance pretty much reflecthing this already"
X Link 2023-11-27T15:47Z [----] followers, [----] engagements

"Am I the only one that still does spreadsheets by hand and not just exporting data to excel"
X Link 2023-11-29T17:24Z [----] followers, [---] engagements

"G&R Q3 report. @hkuppy @joshyoung"
X Link 2023-11-30T00:43Z [----] followers, 15.6K engagements

"$PRKA Van Voorhis sold his shares to Focused Compounding for $0.25 per share"
X Link 2023-12-15T18:38Z [----] followers, [----] engagements

"$PRKA new 8K. Shots fired"
X Link 2023-12-22T21:40Z [----] followers, 17.8K engagements

"$PRKA Lisa's response in 8K"
X Link 2023-12-22T22:34Z [----] followers, [----] engagements

"Reserch Pitch Framework"
X Link 2023-12-26T17:40Z [----] followers, [----] engagements

"@majgeoinvesting @GeoPremium I agree it is very interesting. Murray Stahl + Maran Capital is an interesting combination. Horizon is a really different type of money manager and I wonder if all their exchanges and crypto stuff come with it I think they are also in $WELX and $FRMO"
X Link 2023-12-26T17:45Z [----] followers, [---] engagements

"$PRKA 161K now for sale at $0.37. The plot thickens"
X Link 2023-12-28T16:26Z [----] followers, [----] engagements

"$PRKA New 8K by company"
X Link 2023-12-29T23:12Z [----] followers, 12.5K engagements

"$PRKA Dear Shareholder: You are cordially invited to attend a Special Meeting of Parks America Inc. a Nevada corporation (the Company). The Meeting will be held on Feb [--] [--] at [--] a.m. EST. The Special Meeting will be held in a virtual meeting format only via live audio"
X Link 2024-01-02T20:38Z [----] followers, [----] engagements

"$SWN Southwestern Energy Comstock Resources cut to Sell equivalent at Mizuho Jan. [--] [----] Southwestern Chesapeake Energy close to $17B merger deal - WSJ Jan. 05"
X Link 2024-01-07T19:43Z [----] followers, [---] engagements

"$BUKS $0.82 per share"
X Link 2024-01-10T18:24Z [----] followers, [----] engagements

"$ONEW I like the breakout of organic vs. acquisition"
X Link 2024-01-23T19:50Z [----] followers, [----] engagements

"$HFFG Reading the 10K. Came across this. I don't think that phrase means what you think it means"
X Link 2024-01-23T21:41Z [----] followers, [----] engagements

"$VNO Also calling bottom in retail leasing in NYC"
X Link 2024-02-15T00:16Z [----] followers, [---] engagements

"$RICK Restaurant comps of those that have reported. Yes two year stack is more important but I am being lazy"
X Link 2024-02-16T14:33Z [----] followers, [----] engagements

"$BSM. Call me shocked in 3-6 months when distribution is cut 20-30% and the retail yield whores sell the stock because they are surprised. I hope management doesn't use up any of their $150M buyback until that day"
X Link 2024-02-25T22:33Z [----] followers, [----] engagements

"$CRTA Unlike $EQT someone is reducing nat gas drilling in Marcellus"
X Link 2024-02-28T22:01Z [----] followers, [---] engagements

"$FWONA Sequoia Annual Letter"
X Link 2024-03-23T20:01Z [----] followers, [----] engagements

"$LW Back in the day we used to joke that you could short any company that was implementing a new ERP system because problems would always happen. I guess that is still the case"
X Link 2024-04-04T16:57Z [----] followers, [----] engagements

"Gotta love being involved in highly illiquid micro caps. I always have buy and sell orders in place because of the occasional random volatility. Have a sell order for [----] shares at $0.93 Trade today [----] shares sold @ $0.9297 Stock now 30K offered at $0.82. Happens a lot"
X Link 2024-04-11T16:41Z [----] followers, [----] engagements

"$FIP saw the company presentation at IDEAS Conference in Dallas late last year. Put it in the very interesting need to follow up with management pile. Never did. Stock is up 100% since then"
X Link 2024-04-23T20:36Z [----] followers, [---] engagements

"Horizon Kinetics"
X Link 2024-05-03T18:49Z [----] followers, [---] engagements

"$BUKS Generates more revenue from sportsbook than F&B However unlike $FLL they do not break down the EBITDA contribution"
X Link 2024-05-17T18:51Z [----] followers, [----] engagements

"I do like to read all the transcripts in one industry at one time. Great way to get feel for trends in industry changes happening in industry and how management teams are dealing with it (gives a good feel for quality of management)"
X Link 2024-05-18T21:37Z [----] followers, [----] engagements

"$BUKS Adjusting for the gain on sales transactions the company made about $0.11 per share not the $0.18 per share reported"
X Link 2024-07-25T14:57Z [----] followers, [----] engagements

"$BUKS at $1.00"
X Link 2024-08-19T16:59Z [----] followers, [---] engagements

"$BUKS Hungry Hungry Hippo showing big bid on $BUKS. Walking the stock up"
X Link 2024-08-30T16:34Z [----] followers, [---] engagements

"$DRVN Love reading quarterly letters. Laughing Waters is always a good source of ideas (up 39% this year) Ecclectic holdings. I am pretty sure this company they have invested in but not disclosed is Driven Brands. I am long the stock"
X Link 2025-01-17T20:41Z [----] followers, [----] engagements

"$STEW Anyone follow this CEF Used to be called something else. Largest holding in $SPE 42% in $BRK and selling at 20% discount"
X Link 2025-01-31T17:19Z [----] followers, [----] engagements

"$BUKS aviation backlog"
X Link 2025-07-05T19:55Z [----] followers, [----] engagements

"$BUKS Operating income rose more than net income. You need to adjust for various gain on sale gains in both years"
X Link 2025-07-05T20:05Z [----] followers, [---] engagements

"@nickgillespie $KTEL. restore the broadband payments that were not renwed a few years ago"
X Link 2025-07-16T21:08Z [----] followers, [---] engagements

"$RHP has made two good acquisitions of JW Marriott properties. However the "growth by acquisition" aspect of their business will be tough to continue. Few targets left"
X Link 2025-08-04T21:16Z [----] followers, [----] engagements

"$BUKS. Interesting there was 1.4M shares traded and the stock was unchanged"
X Link 2025-09-18T20:47Z [----] followers, [----] engagements

"$BUKS Daly has been filing Form 4s on those purchases the day 1M+ shares traded"
X Link 2025-09-22T19:45Z [----] followers, [---] engagements

"Horizon Kinetics Q2 call and presentation are out. Always worth reading. Since [----] the only ETF to achieve a 10% return $IAU https://horizonkinetics.com/whats-new/ https://horizonkinetics.com/whats-new/"
X Link 2025-08-20T12:52Z [----] followers, [---] engagements

"@MattWalshBlog I have been saying for weeks at some point people will start doing the math. If I am under [--] years old and healthy there is almost a 0% I will die from this. But in [--] weeks there is a 100% chance I will be broke. Then what happens"
X Link 2020-04-20T04:10Z [----] followers, [--] engagements

"@EthicalSkeptic Deaths were actually down in Texas and it appears that all [--] deaths reported in Houston where from 4/18 to 6/15. Only [--] deaths reported even occurred in June"
X Link 2020-06-18T00:08Z [----] followers, [--] engagements

"@OwenNewkirk This is Tim the Stars photographer. I am so sorry for your loss. There is a saying "We give them a few of our best years and they give us all of theirs." Peace to you and your family today"
X Link 2021-03-15T02:55Z [----] followers, [--] engagements

"@BobbyKKraft @NoNameStocks @bkclaims @majgeoinvesting @alluvialcapital @MarcusFrampton Trading strategies around blackout date. You might be able to get great prices on companies you fell comfortable owning forever. Dividend payers/stock buy backs/potential of being acquired. Have to trust management though"
X Link 2021-07-28T16:13Z [----] followers, [--] engagements

"$TLFA Filed [--] Qs and the 10K for [----]. Only two more Qs to go I believe. Then they will be current and should lose the stop sign and should be able to trade again at Schwab and Fidelity"
X Link 2021-09-03T17:42Z [----] followers, [--] engagements

"@hkuppy Hey Australia hold my Labatt's"
X Link 2022-02-14T22:51Z [----] followers, [--] engagements

"@hkuppy @joshyoung Horizon Q1 commentary is out. Must read for commodity investors and inflation worriers. https://horizonkinetics.com/whats-new/ https://horizonkinetics.com/whats-new/"
X Link 2022-05-04T22:20Z [----] followers, [--] engagements

"@ShellenbergerMD April of this year. Hmmm https://www.nbcnews.com/politics/politics-news/biden-administration-resume-leasing-oil-gas-drilling-federal-lands-rcna24646 https://www.nbcnews.com/politics/politics-news/biden-administration-resume-leasing-oil-gas-drilling-federal-lands-rcna24646"
X Link 2022-09-06T20:01Z [----] followers, [--] engagements

"$CATO Market cap $208M. Cash & Marketable Securities $153M. Generated FCF every year but [----]. Paying out $14M a year in dividends. Yeah I get it retail focused on lower end consumer sucks going into a recession"
X Link 2022-09-06T22:02Z [----] followers, [--] engagements

"One Hour Analysis: Full House Resorts CEO Dan Lee Thinks the Company Could Be Worth $30-$40 a Share in [----] Will it on Investing501 Newsletter https://investing501.substack.com/p/one-hour-analysis-full-house-resortsutm_source=twitter&utm_campaign=auto_share&s=w https://investing501.substack.com/p/one-hour-analysis-full-house-resortsutm_source=twitter&utm_campaign=auto_share&s=w"
X Link 2022-09-10T14:28Z [----] followers, [--] engagements

"With [--] year treasuries trading at 4% just think how much money $GOOG $AAPL $MSFT $BRK etc. are now earning on those hundreds of billions of dollars of cash"
X Link 2022-09-16T17:46Z [----] followers, [--] engagements

"The Elliott Investment letter is a must read. [--] pages of thoughtful analysis on inflation and the Fed and all things related"
X Link 2022-12-31T19:36Z [----] followers, 11.2K engagements

"I worked with Gregg for over [--] years and we still talk almost everyday. He is a thoughtful thinker and one of the best investment minds I know. Please check out his Substack blog on investing. Realtime thinking from a [--] year investment professional https://jahnke.substack.com/p/doing-the-one-hour-analysispublication_id=1217524&post_id=95434252&isFreemail=true https://jahnke.substack.com/p/doing-the-one-hour-analysispublication_id=1217524&post_id=95434252&isFreemail=true"
X Link 2023-01-09T03:16Z [----] followers, [----] engagements

"$HAL CC: On the supply side in the US an increased spend of almost 50% and activity growth of nearly 30% yielded a production increase of about 5%. @joshyoung @hkuppy"
X Link 2023-01-24T19:16Z [----] followers, 19.9K engagements

"@joshyoung That is trailing FCF. Cut that by 50% and see how it looks. As an example $DVN generated $6B in FCF in [----]. Probably will be around $2B max this year"
X Link 2023-02-17T19:50Z [----] followers, [----] engagements

"@ToddWenning So sorry for your loss. We give dogs a few of our best years and in return they give is all of theirs"
X Link 2023-02-17T21:13Z [----] followers, [---] engagements

"@FocusedCompound I believe they have said they think the NAV is north of $120 a share maybe $150 (depends on your cap rate assumptions). So if they offer to buy out shareholders at say $95 they can eventually capture that premium themselves"
X Link 2023-06-02T15:24Z [----] followers, [----] engagements

"If you go to conferences and do 1x1's. Come prepared. Read last couple of conference calls + presentation + 10Q and 10K. Don't waste mgt time byy asking questions you can find the answers to in those. Find out the "why & how" the business exists. 1/"
X Link 2023-06-09T00:47Z [----] followers, [----] engagements

"$EZPW A line in the cash flow statement you don't see every day"
X Link 2023-06-28T00:50Z [----] followers, [----] engagements

"$RMCF Starting due diligence on the company. Has some aspects that remind me of $MMMB and the potential to operationally improve margins by new mgt. just paying attention to detail. But this is a problem. 75% of franchisees operate only [--] store. Weak system right now"
X Link 2023-07-07T00:08Z [----] followers, [----] engagements

"@francis987_5 @roojoo3 As a shareholder I have to agree with the company as well. Not only have they not paid a control premium they actually got that last block of stock at $0.25 or a discount But I also think there does need to be a shakeup. Sell Missouri park Explain why Texas is performing poorly"
X Link 2023-12-30T18:10Z [----] followers, [---] engagements

"$RICK Wish every company had this detailed disclosure for SG&A"
X Link 2024-01-08T21:28Z [----] followers, [----] engagements

"$RICK Houston we have a problem. Two year SSS Stack at Bombshells is down 33.3%. Nothing like that in the entire restaurant universe. [----] Q1: Q2: +14% Q3: -12.3% Q4: -13.3% Q1 : -13.9% Q2: -12.1% Q3: -18.2% Q4: -20.3%"
X Link 2024-01-09T18:15Z [----] followers, [----] engagements

"$RICK CEO talks about not buying properties today because sellers are still using peak '22 numbers. Yet in [----] company spent $142M on acquisitions including a couple club in FL (Tooties revenue down 25% since then). 17% of EV. @Adam_Wyden Thoughts"
X Link 2024-04-11T19:17Z [----] followers, [----] engagements

"Is it just me or does this feel like a NYC Mayor election trade $JOE"
X Link 2025-11-04T01:36Z [----] followers, [---] engagements

"$DVN. All you need to know. Who needs analysts"
X Link 2025-11-06T18:59Z [----] followers, [----] engagements

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