@MaaizKhan Avatar @MaaizKhan Maaiz Khan

Maaiz Khan posts on X about $rely, $haypp, $immr, $bned 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 stocks 30% finance 30% technology brands 7% cryptocurrencies 3% countries 1% social networks 1% exchanges 1% fashion brands 1% luxury brands 1%

Social topic influence $rely #7, $haypp #2, $immr 8%, $bned 8%, ai 8%, $mktw 8%, growth 5%, business 4%, money 4%, $daln 4%

Top accounts mentioned or mentioned by @grok @doemgo @corporalcocopuf @evfcfaddict @acapitallp @joevalue @kairospraxis @thehonestticker @uzocapital @maxwellhouse99 @adamb1438 @dwarkeshsp @porterstansb @joinyellowbrick @simeonresearch @andrewrangeley @benthompson @mrdeepvalue @marginofdanger @levelsio

Top assets mentioned Remitly Global, Inc. (RELY) Barnes & Noble Education, Inc (BNED) Alphabet Inc Class A (GOOGL) REV Group, Inc. (REVG) British American Tobacco (BTI) Endeavor Group Holdings, Inc. (EDR) Bitcoin (BTC) Coinbase Global Inc. (COIN) Costco Hot Dog (COST) monday.com Ltd. (MNDY) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL)

Top Social Posts

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

"For $HAYPP there are [--] growth vectors here. [--]. 35% US NP growth YoY [--]. Increased online penetration from 3% as high as 20-30% (like sweden) [--]. Increased Usage per user. $BTI $BATS pouch consumption in the US has A TON of runway $BTI $BATS pouch consumption in the US has A TON of runway"
X Link 2026-02-13T18:37Z [----] followers, [---] engagements

"@evfcfaddict @SimeonResearch_ $HAYPP NP retailer $IWG Co-Working $RELY remittances $REVG Fire Truck and RVs $SBI (gold miner basket)"
X Link 2025-08-19T13:31Z [----] followers, [---] engagements

"Many modeling $HAYPP seem to forget to adjust for the 20% additional discount provided to online buyers in growth markets. This will turn into 100% marginal profit as US market matures"
X Link 2025-11-03T19:08Z [----] followers, [---] engagements

"$RELY - record $ sent per user - record transaction size growth - record Avg transaction size - record # transactions per active"
X Link 2025-11-05T22:47Z [----] followers, [----] engagements

"$EDR decides to switch to monthly subscriptions for Higher LTV/Conversion -- reduces FCF guide for Fy27 by 45% - Increases FY27-30 CAGR to 30%+. Stock down 40%"
X Link 2025-11-19T15:00Z [----] followers, [---] engagements

"I try to write up things while they're timely. Caught the Bottom on this post better than expected. $IMMR +20% in a couple of days isn't bad. This has a long way to go. Proxy battle likely $BNED inflection is clear and GAAP profitable now. This will only get better w/ better management. Worth $25+ to a Private buyer today. https://twitter.com/i/web/status/1993408534399361267 https://twitter.com/i/web/status/1993408534399361267"
X Link 2025-11-25T19:56Z [----] followers, [----] engagements

"@AndrewRangeley @ACapitalLP $IMMR - trading below liquidation value activist aggressive proxy battle likely owns 40% of BNED which looks to be a multibagger"
X Link 2025-12-03T21:54Z [----] followers, [----] engagements

"$BNED Finally starting to speak to investors with investor day planned post Q3 results. Now on track for $70M+ in EBITDA for 2026"
X Link 2026-01-20T16:15Z [----] followers, [---] engagements

"Some investors are worried about $HAYPP growth in the US. I just think of friends asking me to buy cartons for them at Duty free when I travel to save 8%. Then I look at HAYPP selling Zyn for 60% cheaper than what you can buy in NYC"
X Link 2026-01-22T17:17Z [----] followers, [----] engagements

"New post: the most addictive business model I've found. 90% customer retention. 0.5% marketing spend. 6x LTV/CAC. And a 50% price advantage that most US consumers don't know exists yet. $HAYPP"
X Link 2026-01-29T21:38Z [----] followers, [----] engagements

"@JoeValue $RELY"
X Link 2026-02-03T22:07Z [----] followers, [---] engagements

"$NTDOY now down 40% from Peak"
X Link 2026-02-05T16:58Z [----] followers, [---] engagements

"Feels kind of wild that $SEG is up 10% on the completion of $143M sale of Water street. This is after buyer went hard on $8.5M in deposits. And was announced long ago"
X Link 2026-02-06T19:17Z [----] followers, [---] engagements

"As a reminder $RELY looks extremely cheap here and has taken a leg down to [--] week lows along with SaaS names. Maybe because it meets rule of [--] AI wont disrupt remittances. Stablecoins are a tailwind. [----] PE [--] Remitly $RELY has a machine that turns $1 into $6. Wall Street sees a $300M marketing "expense." I see a high-return investment in a profit engine that's dismantling legacy players. Heres the math on why the market is getting this story completely wrong. 👇 https://t.co/kpU0AG7blk Remitly $RELY has a machine that turns $1 into $6. Wall Street sees a $300M marketing "expense." I see a"
X Link 2026-02-06T20:57Z [----] followers, [---] engagements

"@JoeValue Having some sweet / salty but reasonably healthy alternatives handy helps. I keep these puff protein bars with me usually for a sweet fix- and some rice/corn puff snack for snacking fix. Both low calorie or high protein options"
X Link 2026-02-08T14:42Z [----] followers, [---] engagements

"Great recap on $RELY Bought $RELY @ $12.82. It's a secular growth fintech with inflecting earnings & mgmt that's addressing s/h concerns. Thread on my long thesis why I disagree with shorts and the roadmap over the medium term (1/n) https://t.co/UR8BrrmlSI Bought $RELY @ $12.82. It's a secular growth fintech with inflecting earnings & mgmt that's addressing s/h concerns. Thread on my long thesis why I disagree with shorts and the roadmap over the medium term (1/n) https://t.co/UR8BrrmlSI"
X Link 2026-02-09T02:42Z [----] followers, [---] engagements

"$GOOG really flexing margin and growth across the board thanks to AI. META like ad improvements"
X Link 2026-02-09T14:26Z [----] followers, [---] engagements

"@KairosPraxis I think META has been doing that- Googl just seems to be behind in applying it to their use cases- ie. Lots of room at YouTube to increase ad value"
X Link 2026-02-09T23:16Z [----] followers, [--] engagements

"Phillipines trading about [---] standard deviations below 20yr Avg PE ratio at 9.4x. AI loser"
X Link 2026-02-10T03:42Z [----] followers, [---] engagements

"@ACapitalLP @TheHonestTicker @grok So how are you getting the it provider for $4.30"
X Link 2026-02-10T12:56Z [----] followers, [---] engagements

"$RELY initiated Buy by BOA at $18 this morning"
X Link 2026-02-10T14:40Z [----] followers, [---] engagements

"BofA "32% FCF CAGR 2026-2028" $RELY"
X Link 2026-02-10T14:42Z [----] followers, [---] engagements

"What if I told you there's a business growing 20%+ with 90% retention a fortress balance sheet and trading at 7x steady-state earnings The bear case doesn't lose you money. The base case doubles it. deep dive drops tomorrow morning. Link in bio"
X Link 2026-02-10T19:17Z [----] followers, [---] engagements

"$RELY cut 8% of workforce [----] positions. Getting serious about cash flow. H/t @Uzocapital"
X Link 2026-02-10T19:24Z [----] followers, [----] engagements

"@do_em_go Yah i don't think margins are there especially when you take out D&A -- all hyperscalers/model companies are still in Landgrab mode. I'm happy i don't have to figure out who wins here to make money. would rather move onto easier plays"
X Link 2026-02-10T20:34Z [----] followers, [--] engagements

"$MCB.TO might be getting interesting again with Oil finally waking up. Great product moat which will shine in a rising oil environment"
X Link 2026-02-10T20:55Z [----] followers, [---] engagements

"Agree with the sentiment here. I think @benthompson put it well in his most recent Sharp Tech episode. SaaS is under attack on all sides: [--]. Growth is in question w/ AI alternatives [--]. The cost of development has gone down - more competition will ensue in software as a result [--]. Fewer seats to sell SaaS into as layoffs result [--]. Investors looking at SaaS w/ limited growth prospects - will need to right size SBC/dilution for them to pay attention"
X Link 2026-02-10T21:30Z [----] followers, [--] engagements

"Throwback to crypto summer You could take out a $67000 loan today at 7.5% and buy [--] BTC. In [--] years youd owe the bank about $102000. Bitcoin in [--] years Maybe $500K$1M. Thats potentially a 510x return. Even if Bitcoin is only $100K you roughly break even. Sounds simple. Almost too simple. https://t.co/uLX934edg1 You could take out a $67000 loan today at 7.5% and buy [--] BTC. In [--] years youd owe the bank about $102000. Bitcoin in [--] years Maybe $500K$1M. Thats potentially a 510x return. Even if Bitcoin is only $100K you roughly break even. Sounds simple. Almost too simple."
X Link 2026-02-11T01:12Z [----] followers, [---] engagements

"@mr_deepvalue @corporalCocoPuf @maxwellhouse99 I find it funny when people think they know of the only way to make money in markets lots of ways to make money in markets and most wouldnt work for you- but that doesnt mean they dont for others"
X Link 2026-02-12T16:50Z [----] followers, [--] engagements

"On $GOOG worth noting how gemini3 Deepthink model has moved closer to Human reasoning levels w/ an 85% score on ARC-AGI-2. This compares to earlier models without reasoning capabilities scoring 0% on these tasks. //"
X Link 2026-02-12T17:33Z [----] followers, [---] engagements

"@do_em_go I applaud your ability to buy this as it hits new [--] wk lows Nice pitch though does seem oversold compared private market value"
X Link 2026-02-13T23:21Z [----] followers, [---] engagements

"@marginofdanger @grok what does the lawsuit linked allege"
X Link 2026-02-14T00:32Z [----] followers, [--] engagements

"Lots to update on the portfolio this week $RELY $IMMR $MKTW $BNED"
X Link 2025-11-07T16:35Z [----] followers, [----] engagements

"For every $1 Remitly spends on marketing it gets $6 back in gross profit. Strip out the growth spending and you're paying 4-6x earnings power for a 25%+ grower with founder-led management and just 3% market share. Removing the paywall on my Full breakdown 👇"
X Link 2026-02-06T21:15Z [----] followers, [---] engagements

"$HAYPP- people are wondering how Haypp grew 100%+ - US growth -Online penetration - AOV expansion Long runway for pouches. In August: "I believe the single most critical consideration for the potential of online penetration is consumption frequency on the individual user level." https://t.co/8V3dX36p3m Long runway for pouches. In August: "I believe the single most critical consideration for the potential of online penetration is consumption frequency on the individual user level." https://t.co/8V3dX36p3m"
X Link 2026-02-14T18:40Z [----] followers, [----] engagements

"$FTLF trading back in the range when it had half the revenue pre- Irwin Acq. (which was accretive). Also imagine the possible synergies yet to be reaped from a company that went bankrupt trying to build ketamine clinics instead of going DTC on supplements"
X Link 2026-02-10T21:01Z [----] followers, [---] engagements

"$HAYPP Customer acquisition alone is up 250% in US YoY Volume up 120%"
X Link 2026-02-13T13:12Z [----] followers, [----] engagements

"$SNWV Nearly cut in half. is this interesting here"
X Link 2026-02-10T14:47Z [----] followers, [---] engagements

"$NTDOY on memory. No impact next quarter. If prices stay elevated - there may be impact"
X Link 2026-02-10T21:31Z [----] followers, [---] engagements

"Worth Noting Coinbase charges 1.75% just to remove money from the platform now. Not taking into account the often higher fees to exchange crypto currencies. $RELY $WISE.L have no serious competition from crypto in their verticals"
X Link 2026-02-12T16:36Z [----] followers, [---] engagements

"@levelsio @jeiting Same here- when I queried my bot it realize sir wasnt using QMD"
X Link 2026-02-17T05:18Z [----] followers, [--] engagements

"@AdamB1438 @dwarkesh_sp Agreed-I think theres a view in AI circles that AI will lead to a step change in GDP growth via deploying robotics and intelligence. Some expect 10%+ GDP growth. That view seems to discount tech diffusion patterns and non-economic benefits"
X Link 2025-11-12T20:51Z [----] followers, [--] engagements

"@AdamB1438 @dwarkesh_sp True- ie. self driving should reduce cost of Ubers transport which would show up as negative growth by itself but probably equal out w/ greater use. Though lack of drivers getting paid would have a negative multiplier effect"
X Link 2025-11-12T23:46Z [----] followers, [--] engagements

"@MrMojoRisinX Who was the hedge fund manager that had a room full of Pennies as a lesson to his kids in value investing"
X Link 2025-11-13T00:49Z [----] followers, [--] engagements

"Instead of opening an hour earlier for Exec customers $COST shouldve invested in some App Devs. This is painful:"
X Link 2025-11-13T03:53Z [----] followers, [---] engagements

"AI is so accessible that even some of the stodgiest corporations have implemented it in meaningful ways. I'm surprised to still see the narrative that "AI is having no impact on the real economy" or that "AI demand is fleeting". Now that earnings season has pretty much wrapped up here is a 🧵on how different firms are using AI to enhance operations I'm surprised to still see the narrative that "AI is having no impact on the real economy" or that "AI demand is fleeting". Now that earnings season has pretty much wrapped up here is a 🧵on how different firms are using AI to enhance operations"
X Link 2025-11-13T04:18Z [----] followers, [----] engagements

"I've made every valuation mistake possible: Passed on Google at 30x (went up 5x) Passed on Amazon at 100x (went up 10x) Passed on Netflix at "no earnings" (went up 4x) Then I found a framework that actually works for tech. Here's what I wish I knew [--] years ago:"
X Link 2025-11-18T17:50Z [----] followers, [---] engagements

"@that_grey_beard Good find this is getting interesting"
X Link 2025-11-19T17:58Z [----] followers, [---] engagements

"Mamdani and Trump at this press conference today"
X Link 2025-11-22T05:55Z [----] followers, [---] engagements

"@Mr_Neutral_Man Can you help me [----] into these lol"
X Link 2025-11-22T06:02Z [----] followers, [---] engagements

"@maxwellhouse99 Have had this on my watchlist- but was never cheap thanks for highlighting"
X Link 2025-11-22T14:34Z [----] followers, [--] engagements

"@Daractenus @do_em_go @grok is this true"
X Link 2025-11-22T21:27Z [----] followers, [----] engagements

"@pernasresearch $MNDY"
X Link 2025-11-24T17:04Z [----] followers, [---] engagements

"I try to write up things while they're timely. Caught the Bottom on this post better than expected. $IMMR +20% in a couple of days isn't bad. This has a long way to go. Proxy battle incoming $BNED inflection is clear and GAAP profitable now. This will only get better w/ better management. Worth $25+ to a Private buyer today"
X Link 2025-11-25T19:53Z [----] followers, [--] engagements

"@bullsbayretail IMMR increases in value by $0.345 for every 1$ of BNED appreciation. BNED has more torque to BNED valuation"
X Link 2025-11-25T20:30Z [----] followers, [--] engagements

"$GOOG narrative shift is impressive. A year ago everyone was talking about how AI will kill search (even AAPL says so). Now $GOOG is the next $NVDA + $OpenAI thanks to their TPUs and leading models"
X Link 2025-11-25T22:10Z [----] followers, [---] engagements

"what buying back $121M(4.3%) at a discount looks like. $IWG.L"
X Link 2025-12-15T07:51Z [----] followers, [---] engagements

"Great role for young analysts here Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking sell-side equity research or asset management. Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking sell-side equity research or asset management"
X Link 2026-01-13T17:10Z [----] followers, [---] engagements

"38% returns in [----]. Haypp: +183% Monument Mining: +358% DALN: +143% And I'm still mad at myself. The SPY hedge cost me 3-4%. Should've bought 5x more DALN. Full breakdown of what worked what didn't and what I'm holding now: (link in Bio) https://twitter.com/i/web/status/2013688882080969015 https://twitter.com/i/web/status/2013688882080969015"
X Link 2026-01-20T19:03Z [----] followers, [---] engagements

"BNED catalysts are lining up. Runrating 5-6X FCF [--] year out. Activist pushing for an exit. Worth 150%+ to private buyer easily. Oligopoly position Long runway with 30% growth Profitability hidden by legacy retail until recently First Investor Day in years coming up"
X Link 2026-01-22T16:19Z [----] followers, [---] engagements

"@Uzocapital Agreed. Market seems to care more about margins next quarter than franchise value [--] years out. Currently there is zero reason to believe their US investments won't pay out above cost of capital"
X Link 2026-01-22T17:58Z [----] followers, [---] engagements

"@hcapinvesting 100% -- I'm all for them investing in US expansion especially w/ regards to geography and reducing shipping times"
X Link 2026-01-22T18:00Z [----] followers, [--] engagements

"$WOSG.L increases total US Rolex showrooms by 20%. Rolex is the largest driver of profits for WOSG. If you're bullish Rolex this is the best way to get exposure (as Rolex is a non-profit)"
X Link 2026-01-23T15:09Z [----] followers, [---] engagements

"Wow Im out of $DALN but didnt expect a bidding war here Alden/MNG up to $18.50/share https://t.co/n9sP96nDDd Alden/MNG up to $18.50/share https://t.co/n9sP96nDDd"
X Link 2025-08-19T13:26Z [----] followers, [---] engagements

"$NRDE up about 50% since i wrote it up in April. Despite the positive move i'm skeptical of the timeline here as foxconn does everything they can to slow down the proceedings. One positive is that Nu Ride has spent a bit less than what I was expecting over the last [--] Qs"
X Link 2025-09-03T17:08Z [----] followers, [---] engagements

"@310Value $WOSG shareholders rn"
X Link 2025-09-07T19:31Z [----] followers, [---] engagements

"$MKTW $17.25 majority buyout is way too cheap. Given the massive amount of cash flow the companys generating and the lightly used buyback- looks like an attempt to screw minority holders"
X Link 2025-10-30T16:39Z [----] followers, [---] engagements

"Full $MKTW update after Q3 Earnings and $17.25 buyout offer"
X Link 2025-11-07T20:54Z [----] followers, [---] engagements

"The market is pricing $RELY like marketing spend is a black hole. I'm pricing it like customer acquisition that compounds. Strip out growth capex 27% NOPAT margins. At $12 4x [----] earnings power. For a business growing 25%+ in a $2T market being forced digital. See Bio:"
X Link 2025-11-11T14:25Z [----] followers, [----] engagements

"$RELY is trading at 4x my [----] earnings power estimate. The market sees a company "burning" $300M/year on marketing. I see a machine that turns $1 into $6 in gross profit. Here's the full thesis on why this is a top-3 position: 🧵"
X Link 2025-11-11T15:02Z [----] followers, [----] engagements

"Remitly's "secret": they spend more on customer acquisition than anyone in the industry. $300M TTM in marketing vs Western Union (7x their volume) spending far less. Why For every $1 Remitly spends they generate $6 in gross profit over [--] years. LTV/CAC of 6x is elite"
X Link 2025-11-11T15:02Z [----] followers, [---] engagements

"Over the last [--] years: $905M in marketing spend $4.6B in LTV acquired And retention is 93%+ (90%+ of revenue from repeat customers). This isn't expense. It's growth capex. They're building an asset base of loyal profitable customers"
X Link 2025-11-11T15:02Z [----] followers, [---] engagements

"What if Remitly stopped growing With 93% retention they'd only need $10M in marketing to maintain current GP of $871M. That means $290M in marketing is discretionary growth capital. Add it back $250M in true earnings power TODAY at $3B market cap"
X Link 2025-11-11T15:02Z [----] followers, [---] engagements

"The earnings power framework exposes the market's mistake: strip out growth spend and $RELY is generating $2.80+ per share in normalized earnings by [----]. At $12.35 you're paying under 5x"
X Link 2025-11-11T22:38Z [----] followers, [----] engagements

"I bought more today. $RELY here feels like $META at $100. Remitly $RELY has a machine that turns $1 into $6. Wall Street sees a $300M marketing "expense." I see a high-return investment in a profit engine that's dismantling legacy players. Heres the math on why the market is getting this story completely wrong. 👇 https://t.co/kpU0AG7blk Remitly $RELY has a machine that turns $1 into $6. Wall Street sees a $300M marketing "expense." I see a high-return investment in a profit engine that's dismantling legacy players. Heres the math on why the market is getting this story completely wrong. 👇"
X Link 2025-11-11T23:54Z [----] followers, [---] engagements

"I've owned $IMMR and $BNED for about a year. Have tried reaching out to management w/ little luck to push for transparency. Mostly encouraged that there is a real activist pushing for change. The disregard for shareholders has been evident especially given MGMTs comp compared to ownership and lack of communication. I believe there's more than $11 in value to unlock here when taking into account the $BNED business in better hands. https://twitter.com/i/web/status/1991211088650649757 https://twitter.com/i/web/status/1991211088650649757"
X Link 2025-11-19T18:24Z [----] followers, [---] engagements

"$IMMR activist is pushing to close the massive NAV gap lower exec comp and better transparency: 70%+ upside"
X Link 2025-11-20T15:39Z [----] followers, [----] engagements

"$MKTW M&C is expecting some pushback on the buyout hence dissolving the TRA which costs them $7M based on book value or $0.17/shr. Prior takeovers of similar UP-C structure cos have been litigated for being unfair to minority shareholders"
X Link 2025-11-24T15:48Z [----] followers, [---] engagements

"$BNED Up 36% on volume as investigation comes to an end net debt down to $100M. FDC growth continues at 20% into FY26"
X Link 2025-11-25T15:27Z [----] followers, [----] engagements

"@cousinbalin $IMMR owns over a 1/3rd of $BNED"
X Link 2025-11-25T22:03Z [----] followers, [---] engagements

"@NestBetter Are in $RELY yet"
X Link 2025-11-28T16:23Z [----] followers, [---] engagements

"$RELY is rallying post investor day but there are multiples yet to go for this stock to be fairly valued. This continues to be one of the fattest pitches I see in the market today. My update is out at 7AM ET"
X Link 2025-12-12T05:31Z [----] followers, [----] engagements

"@JerryCap $RELY"
X Link 2025-12-31T15:35Z [----] followers, [---] engagements

"$MKTW should publicly reject the Monument and Cathedral Bid. $17.25 is way too cheap for this business after todays print. @porterstansb"
X Link 2026-01-22T15:02Z [----] followers, [---] engagements

"$MKTW reported $45M in CFO for [----] today. That puts Monument and Cathedral's $17.25 bid (currently being considered) at a 21% yield. From my November Post:"
X Link 2026-01-22T16:08Z [----] followers, [---] engagements

"@Adj_3bitda @porterstansb Would the stock be trading at $17 if $MKTW had rejected the bid"
X Link 2026-01-22T16:10Z [----] followers, [--] engagements

"@evfcfaddict Definitely fewer fat pitches lately. Plenty of cheap quality in non-core markets. But nothing like $DALN last year yet for me this year"
X Link 2026-01-27T15:58Z [----] followers, [---] engagements

"@TiehackCapital Wen next $DALN"
X Link 2026-01-27T23:09Z [----] followers, [---] engagements

"6.5x LTV/CAC on growth spend. 90% customer retention. The stock is down because theyre increasing growth spend"
X Link 2026-01-30T14:12Z [----] followers, [---] engagements

"I rode my position in $LEAT from $7 - $14 back down to $9. Fundamentals are still pretty clean - Much better company than when I bought it in terms of trends and Margin outlook. Do illiquid Microcaps Just bleed absent news"
X Link 2026-01-30T19:02Z [----] followers, [---] engagements

"@marketplunger1 You might be in the wrong ones- join the $MMY.V train"
X Link 2025-02-24T20:48Z [----] followers, [----] engagements

"My local Wawa sells these for $7. $Haypp has a long way to go. $PM has yet to introduce 9mg options in the US which should help accelerate smokers switching over"
X Link 2025-09-17T19:40Z [----] followers, [---] engagements

"I realized Ive had [--] multibaggers this year but most I didnt size well enough to hit triple digit returns. Only one was tangentially related to AI. $HAYPP - long term hold $TLN - sold too early $REVG- still executing $DALN- special situation Microcap Gold miners $ALTN - fastest double still cheap $SBI- still cheap $MMY- very cheap still Close: $MCB.TO $MKTW https://twitter.com/i/web/status/1978943913370013946 https://twitter.com/i/web/status/1978943913370013946"
X Link 2025-10-16T21:59Z [----] followers, [----] engagements

"Emerging markets continue to be a drag on profitability- but growth has continued at 91% YoY"
X Link 2025-11-05T15:42Z [----] followers, [--] engagements

"US market is the biggest single growth lever for $Haypp. As a result they continue to invest heavily in that segment w/ employees up to [---] from 200"
X Link 2025-11-05T15:42Z [----] followers, [---] engagements

"$IMMR activist campaign is heating up. $10+ in value to be unlocked via better management. Stock is trading at $5.88 today. And they own a gem in $BNED that should be worth much more w/ good management. Update will be out at 11AM ET. Link in Bio"
X Link 2025-11-20T00:07Z [----] followers, [---] engagements

"$HAYPP down on no news and thin volume. Adding here. This is one where future earnings growth and stock appreciation feels inevitable"
X Link 2026-01-15T12:45Z [----] followers, [---] engagements

"$HAYPP sell side is worried about US margins due to re-investment. Meanwhile HAYPP US is printing 60% Growth as Zyn is turned on in October"
X Link 2026-01-22T20:40Z [----] followers, [----] engagements

"Over the first [--] months of [----] $Haypp hemmoreged customers to competitors that found ways to stock ZYN. Now that it's back in stock and half the price of competitors - where do you think customers are"
X Link 2026-01-22T21:37Z [----] followers, [----] engagements

"@ragingbullcap @Divergent7651 Surprised. I think Velo Plus has Alp beat. But very close. Agree on $HAYPP - just posted my thoughts on it"
X Link 2026-01-29T21:39Z [----] followers, [---] engagements

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