@ValleyFallsRI Avatar @ValleyFallsRI Valley Falls

Valley Falls posts on X about $upwk, business, $tost, ai 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 32.8% technology brands 17.6% finance 16.8% cryptocurrencies 10.4% countries 6.4% social networks 5.6% travel destinations 0.8% products 0.8%

Social topic influence $upwk #1, business 8%, $tost #23, ai 7.2%, market cap #1957, $abnb #445, $hbb 6.4%, $fvrr #4, $duol 5.6%, $nyt #401

Top accounts mentioned or mentioned by @amit32883 @thezackzhu @menotomyvalue @the_zack_zhu @optionsmaster69 @chrisbloomstran @charliebilello @realestatetrent @ragweedcapital @mattscottcap @mupalsingh @benbstwits @richardhanania @eddy23426893861 @bkaellner @theretailbull @taychikeng @pythiar @zvickus @ycharts

Top assets mentioned Toast, Inc. (TOST) Airbnb, Inc. (ABNB) Hubble Protocol (HBB) Duolingo, Inc. (DUOL) New York Times Co. (NYT) Alibaba Group (BABA) COCOCOIN (COCO) Bostrom (BOOT) CH Robinson Worldwide Inc (CHRW) Crocs, Inc. (CROX) Vital Farms, Inc. (VITL) GE HealthCare Technologies Inc. Common Stock (GEHC) Born in [--] (19) Columbia Sportswear Co (COLM) CAVA Group, Inc. (CAVA) Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Hims & Hers Health, Inc. (HIMS) Torrid Holdings Inc. (CURV) Wormhole (W)

Top Social Posts

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

"@bkaellner Why even put 1% into it. If you believe in it but it with conviction serious weighting. If you dont dont buy a penny"
X Link 2022-01-08T03:29Z [---] followers, [--] engagements

"@theretailbull Dystopian nightmare is code for feeling pain as Alibaba stock continues to fall. How about waiting to see how revenue and earnings play out in [----] and [----]. If they plunge or really slow down than you can sell because the business isnt what you thought"
X Link 2022-04-21T16:35Z [---] followers, [--] engagements

"@taychikeng Wait until mainlanders own 8% plus of $BABA. Hold Tencent forev"
X Link 2024-10-05T02:34Z [---] followers, [---] engagements

"$NYT has $1.2 billion in cash and securities with no debt and a nicely profitable reoccurring business. A shame they produce such garbage content"
X Link 2026-02-05T06:34Z [---] followers, [---] engagements

"$NYT has a goal of returning half of FCF to shareholders. Such capitalists they are in the boardroom"
X Link 2026-02-05T07:24Z [---] followers, [---] engagements

"Feels so 20th century to have unions at the $NYT"
X Link 2026-02-05T07:41Z [---] followers, [---] engagements

"@PythiaR One day Amazon wont be the leader in e-commerce. One day we all die. One day the sun will implode. One day youll come up with a better take. Well maybe"
X Link 2022-03-31T00:09Z [---] followers, [--] engagements

"@zvickus @ChrisBloomstran Hope you have a strong stomach @zvickus youre gonna need it"
X Link 2022-11-22T03:13Z [---] followers, [--] engagements

"$COCO acquires Runa in [----]. CEO confident. [--] years later they shut down the brand. Time and time again I see acquisitions burn shareholder capital"
X Link 2025-07-30T13:09Z [---] followers, [---] engagements

"$TOST has 20% of market share in the U.S. Feel like that should be closer to 30% long term"
X Link 2026-02-13T02:56Z [---] followers, [----] engagements

"Fintech processing fees makes up 82% of $TOST revenue and only has 23% gross margins. Subscription services makes up just 15% of revenue but has 71% gross profit margins"
X Link 2026-02-13T02:28Z [----] followers, [---] engagements

"Laws of gravity starting to apply to $TOST growth with 24% of revenue growth in [----] and 28% in [----]. They are guiding for revenue growth of 21% in 2026"
X Link 2026-02-13T02:32Z [----] followers, [---] engagements

"@the_zack_zhu Well their market cap is 3X to 4X that of Toast so lets not give them too much pity. They were minting cash up until [----] until a sleeping giant awakened"
X Link 2026-02-13T04:14Z [----] followers, [--] engagements

"$TOST entered Australia in [----]. Now operating in U.S. / Canada / U.K. / Australia"
X Link 2026-02-13T06:29Z [----] followers, [---] engagements

"$TOST kicking out existing POS provider of [--] years for Carmines in NYC"
X Link 2026-02-13T06:33Z [----] followers, [---] engagements

"$TOST doing well in grocery chains and convenience stores"
X Link 2026-02-13T06:39Z [----] followers, [---] engagements

"$ABNB making solid progress in Brazil"
X Link 2026-02-14T14:04Z [----] followers, [---] engagements

"@charliebilello @ycharts Average gross margin between all [--] stocks is 50% see below:"
X Link 2022-01-08T16:16Z [----] followers, [--] engagements

"@realEstateTrent Lawyers and every other profession"
X Link 2022-04-07T12:48Z [----] followers, [--] engagements

"@zhengjeffrey3 @charliebilello Hide under your bed"
X Link 2022-05-12T15:44Z [----] followers, [--] engagements

"Edgar Online was acquired by $OTCM in Nov [----] for $3.5 million. Not a big deal because it's tiny relative to OTCM overall but did ChatGPT disrupt this business Revenues for Edgar declined 22% in 2024"
X Link 2025-07-24T18:37Z [----] followers, [----] engagements

"$BOOT guided for net income of $215 million for their current fiscal year which ends in [--] months. At a 26% CAGR they can double that in [--] years to $430 million in fiscal [----]. Entirely plausible given their strong track record. But a $5.6 bill valuation today on $215 mill in income This company sells cowboy and work boots. It's going to hit a wall at some point. https://twitter.com/i/web/status/1984310304503644271 https://twitter.com/i/web/status/1984310304503644271"
X Link 2025-10-31T17:23Z [----] followers, [---] engagements

"CH Robinson $CHRW the largest truckload freight broker on the market "
X Link 2025-11-21T20:27Z [---] followers, [---] engagements

"$CROX finishing [----] down 21%. China biz is a bright spot. HEYDUDE is a mess"
X Link 2025-12-30T08:04Z [---] followers, [---] engagements

"$GLGI down 45% in [----]. Lost one of their largest customers. Part of the risk of owning a smaller company with concentrated customers"
X Link 2025-12-30T08:11Z [---] followers, [---] engagements

"$OTCM up 2% for [----]. Another disappointing year for shareholders. Basically flat the last [--] years. (lots of divs though)"
X Link 2025-12-30T08:22Z [---] followers, [---] engagements

"$VITL down 14% in [----]. Expensive eggs"
X Link 2025-12-30T08:32Z [----] followers, [---] engagements

"$NYT up 33% in [----]. Nothing better for business than Trump getting elected"
X Link 2025-12-30T08:35Z [---] followers, [---] engagements

"Hamilton Beach $HBB claims #1 in small kitchen by units sold in their recent investor deck. Then a few slides down they claim they are #2. Which one is it"
X Link 2026-01-13T04:01Z [---] followers, [---] engagements

"@RagweedCapital Once bitten by $NAII twice shy"
X Link 2026-01-14T13:22Z [---] followers, [---] engagements

"$VASO needs to drop Vaso Technology their IT segment and Vaso Medical their product segment. The only segment that makes money is Vaso Healthcare the sales service for GE Healthcare an agreement that was recently renewed until [----]. Management could get this company to trade at a $75 to $100 million market cap by eliminating those unprofitable segments. https://twitter.com/i/web/status/2011635973516644396 https://twitter.com/i/web/status/2011635973516644396"
X Link 2026-01-15T03:06Z [---] followers, [---] engagements

"All the buy articles for $DUOL on Seeking Alpha are [--] years old college kids. Same demo for fintwit biggest bulls"
X Link 2026-02-01T11:08Z [---] followers, [---] engagements

"$TLYS starting off [----] down 26%. $44 mill market cap with $39 mill in cash. 7% reduction in stores during [----] ending with [---] stores. They had [---] stores back in [----] for context when operating income was $19 million. In [----] they did $568 million in revenue 30% gross margins with SGA at $149 million. For comparison they will do $546 million in revenue for [----] with SGA at $184 million. Waiting for Q4 results with the expectation sales are up 1% YoY. If they can lift F2026 comp sales to 5% between commerce and stores they will do $573 million in revenue. Comp sales are expected to be up 5%"
X Link 2026-02-02T06:36Z [---] followers, [---] engagements

"YouTube and Netflix have been incredibly sticky in terms of paid users. If a person signs up for $DUOL Duolingo the app will really push for a year long subscription up front. Why Probably because monthly subscribers dont last very long. And if someone signs up for a yearly subscription Are they renewing a 2nd year I think its rare. https://twitter.com/i/web/status/2018513399479722412 https://twitter.com/i/web/status/2018513399479722412"
X Link 2026-02-03T02:34Z [----] followers, [---] engagements

"$COLM with operating income of $207 million for [----]. That is the lowest operating income has been since [----] when they did $198 million aside from 2020-covid. For context in [----] they did $394 million"
X Link 2026-02-04T01:01Z [---] followers, [---] engagements

"Time for $AMNF to revive Chipotle with a killer pesto. Maybe $CAVA is the better fit"
X Link 2026-02-04T07:20Z [---] followers, [---] engagements

"Any $UPWK bears out there Struggling to see how this doesn't work out well in the next [--] months. They'll do $200 mill in FCF in [----] and grow that to $300 plus within [--] years. Got discipline and reduction of SBC - plus share repurchases of $200 mill. AI category growing at 50% YoY worth already $300 million in GSV. I can go on. What am I missing https://twitter.com/i/web/status/2019070968535429365 https://twitter.com/i/web/status/2019070968535429365"
X Link 2026-02-04T15:30Z [----] followers, [----] engagements

"$UPWK clients include ABNB MSFT NET"
X Link 2026-02-05T01:12Z [----] followers, [----] engagements

"@TihoBrkan If Tencent is worth $5 trillion as you have stated you should be averaging up in your position on this pullback. Do not let your very low cost basis warp your mind and prevent further buys"
X Link 2026-02-07T00:32Z [---] followers, [--] engagements

"How much has your traditional google search usage gone down in the last year or two Me Down 95% @firstadopter Search is literally accelerating Your pick for the year Microsoft is facing deeper and more existential disruption risk than Google Be serious for a single minute. @firstadopter Search is literally accelerating Your pick for the year Microsoft is facing deeper and more existential disruption risk than Google Be serious for a single minute"
X Link 2026-02-08T02:57Z [---] followers, [---] engagements

"$PRKA Parks America Texas park continues momentum in Q1 F2026 with revenue up 49% and segment income flipping from - 14% last year to + 23%"
X Link 2026-02-09T01:50Z [---] followers, [---] engagements

"$PRKA Georgia Park with rev up 6% and operating margins down 4% in Q1 F2026"
X Link 2026-02-09T01:54Z [---] followers, [---] engagements

"I assume the winter storm and cold weather that hit the U.S. will have a negative impact on Q2 F2026 for $PRKA"
X Link 2026-02-09T02:28Z [---] followers, [---] engagements

"Beijing is going through a lot of effort to repair its image and trading relations with other nations opening up business to foreign companies making travel visa free etc. For the last [--] years head of states constantly come to China to reset and strengthen ties. Why would Beijing go through all this trouble to improve bilateral trade and relations only to get involved militarily with Taiwan in a year or two [----] is often quoted as the year by western media and analysts. Need to make a bet on Polymarket and bet against the prevailing narrative."
X Link 2026-02-09T03:22Z [---] followers, [---] engagements

"2023 shareholder letter $UPWK CEO guided for 17% adj EBITDA in [----]. The ended up doing 22%. In [----] they'll do 28%. They are saying they can get to 35% by 2027"
X Link 2026-02-09T08:32Z [---] followers, [---] engagements

"@Noahpinion Whats their soft power export"
X Link 2026-02-09T09:53Z [----] followers, 13.7K engagements

"This is why its best to keep your investments private. Investing is hard enough you dont need the mental gymnastics of calling winners and losers for the world to hear and the biases that come with it. My $HIMS conviction has thus far been strengthened by the recent developments. Theyve jiujitsued a Danish big pharma company into a fight with the American populace. Legal knife fights are part of the business. My $HIMS conviction has thus far been strengthened by the recent developments. Theyve jiujitsued a Danish big pharma company into a fight with the American populace. Legal knife fights"
X Link 2026-02-09T15:29Z [---] followers, [---] engagements

"$UPWK [----] in the books with $248 million generated in cash from operations $223 million in FCF pre tax income of $153 million"
X Link 2026-02-10T02:33Z [---] followers, [---] engagements

"EBIT / EV for $UPWK now just under 8% on [----] numbers on AH share price of $14"
X Link 2026-02-10T02:43Z [---] followers, [---] engagements

"@mattscottcap They better hit their enterprise growth rate guide next [--] - [--] months or more pain to come. Enterprise is the key unlock for double digit revenue growth 2027-2028"
X Link 2026-02-10T05:21Z [---] followers, [--] engagements

"The only category on $UPWK that management frequently cites as being replaced by AI is writing and translation. Even work that is frequently cited as ripe for automation like legal or creative is growing nicely. The absolute binge hiring in [----] and [----] resulted in [--] subsequent years of weak GSV @mattscottcap Short term revenue headwind from low end tasks that now get completed by AI. Long term very interesting strategy and value at the agent - human intersection. @mattscottcap Short term revenue headwind from low end tasks that now get completed by AI. Long term very interesting strategy"
X Link 2026-02-10T06:50Z [----] followers, [---] engagements

"Keep going 🤌"
X Link 2026-02-11T15:39Z [---] followers, [---] engagements

"@amit32883 You ask me not to talk about you or to you and then tag me the next day"
X Link 2026-02-12T00:35Z [---] followers, [--] engagements

"@amit32883 Im down big on $DLTH so join the club. If we share with strangers on social media our portfolios they are going to get criticized. And why wouldnt they thats what makes a market"
X Link 2026-02-12T01:02Z [---] followers, [--] engagements

"Software was always cheap to build. So the cost of software is going lower. Incumbent software companies cant layoff their staff to compete against newer leaner AI entrants"
X Link 2026-02-13T01:42Z [----] followers, [---] engagements

"Crazy that $TOST has $200 billion in GPV and only gets to keep a sliver of that"
X Link 2026-02-13T02:40Z [----] followers, [---] engagements

"@1amInvesting @the_zack_zhu If Meituan were in the U.S. it would need another billion users like they have in China. Door Dash the largest we have in the US is at $75 billion market cap and their stock is also under pressure. Its not all rainbows for American companies"
X Link 2026-02-13T04:25Z [----] followers, [--] engagements

"Also worth pointing out they had 75% market share in food delivery prior to Taobao making a move. If youre a shareholder in Meituan and expect to maintain that large of market share without new entrants youre asking for trouble. Particularly when its a somewhat commoditized business delivering food. Of course easy for me to say this with hindsight but still https://twitter.com/i/web/status/2022166329050976452 https://twitter.com/i/web/status/2022166329050976452"
X Link 2026-02-13T04:29Z [----] followers, [--] engagements

"$ABNB [----] with just 10% YoY revenue growth. Boring old travel company now"
X Link 2026-02-13T08:17Z [----] followers, [---] engagements

"$ABNB earned $700 million in interest income in [----] so that should get cut down to about $450 million in [----]. $2.4 billion in interest income they've earned the last [--] years"
X Link 2026-02-13T08:27Z [----] followers, [---] engagements

"What's more durable - the demand for people to travel and stay in people's homes at $ABNB or the demand for restaurant owners to use $TOST software and for consumers to patronize said restaurants . Both eating out and travel are discretionary but travel is more discretionary than eating out . https://twitter.com/i/web/status/2022233488817344952 https://twitter.com/i/web/status/2022233488817344952"
X Link 2026-02-13T08:56Z [----] followers, [---] engagements

"@chitchatstocks $UPWK"
X Link 2026-02-13T09:35Z [----] followers, [---] engagements

"Dario Amodei has a very smackable face"
X Link 2026-02-14T01:41Z [----] followers, [---] engagements

"Chesky really trying to highlight their capital light approach $ABNB"
X Link 2026-02-14T14:09Z [----] followers, [---] engagements

"Traffic that comes from chatbots coverts at a higher rate than traditional search $ABNB"
X Link 2026-02-14T14:21Z [----] followers, [---] engagements

"$FVRR down 38% in [----]. AI is changing this business entirely. Moving upstream to enterprise. Be interesting to see how they and $UPWK do the next [--] years as AI does more and more"
X Link 2025-12-30T08:10Z [---] followers, [---] engagements

"2025 timeline explaining why sales were down at $HBB. Checks out but if Q4 revenue gross profit margin and operating income don't bounce high enough off poor Q3 results this stock is selling off 20% plus"
X Link 2026-01-13T04:06Z [----] followers, [---] engagements

"After seeing this $HBB should be selling off. Q4 [----] and Q1 [----] won't produce anything anyone will want to buy the stock on"
X Link 2026-01-13T04:11Z [---] followers, [---] engagements

"$FVRR with a $590 mill market cap today or EV around $350 mill. What does this company look like in 2028"
X Link 2026-01-26T06:24Z [---] followers, [---] engagements

"One glaring issue with $FVRR is the declining buyer pool. In Q3 [----] total active buyers amounted to [---] million down 12% YoY. Obviously you want the buyer pool to be growing but if they are transitioning to a platform for small business owners to enterprise level buyers then can't the platform exist profitability with a much smaller number of buyers https://twitter.com/i/web/status/2015682689316397553 https://twitter.com/i/web/status/2015682689316397553"
X Link 2026-01-26T07:06Z [---] followers, [---] engagements

"Winners win. Despite $UPWK being way more expensive than $FVRR it's the better company to own. Of course you don't have to own either but I think enterprise and SMB demand for freelance labor is going to be around for a long time"
X Link 2026-01-26T10:20Z [---] followers, [---] engagements

"$300 jobs or less make up just 5% of volume on $UPWK platform. GSV per client is $5000 and growing. Enterprise is where it's at. If you want a tiny job that AI can probably do go to $FVRR"
X Link 2026-01-27T02:04Z [---] followers, [---] engagements

"Went from all in on Container Store to sell at a big loss to all in on $CATO then selling part of $CATO to buy $CURV. $CURV [----] negative comps as follows: Q1: - 3.5% Q2: - 6.9% Q3: - 8.9% And $CURV has $269 mill net debt. Cant think of a more painful portfolio to watch week to week. https://twitter.com/i/web/status/2018228898094600418 https://twitter.com/i/web/status/2018228898094600418"
X Link 2026-02-02T07:44Z [---] followers, [---] engagements

"Small decrease in clients being offset by higher GSV and more long term work. At $5000 average spend per client $UPWK is in a different universe when compared to $FVRR at $300 per client. E.g. $UPWK active clients declining 7%. E.g. $UPWK active clients declining 7%"
X Link 2026-02-04T07:25Z [---] followers, [---] engagements

"$NAII has given back all it's gains after being up 30% + Amazing"
X Link 2026-02-04T15:34Z [---] followers, [---] engagements

"@amit32883 Hey you unblocked me Congrats. How you feeling about $CATO heading into 2026"
X Link 2026-02-10T06:12Z [---] followers, [--] engagements

"$TOST should do $800 to $900 mill in operating cash flows in [----] with around [---] mill shares outstanding getting us to around $1.30 in FCF after normal capex expectations. If the market can push the shares to $20 I'll take it"
X Link 2026-02-13T06:06Z [----] followers, [---] engagements

"$ABNB has little opportunity to deploy its cash flows so 82% of CF went into share repurchases in [----]. 72% of the $13 billion they've generated in cash flows the last [--] years have been used to buy back shares. And has share count gone down the last [--] years Nope"
X Link 2026-02-13T08:41Z [---] followers, [----] engagements

"$UPWK up 24% in [----]. AI changing how this model works. They are doing better than $FVRR"
X Link 2025-12-30T08:36Z [---] followers, [---] engagements

"$NYT has spent $23 million in AI litigation costs the last [--] years. No small amount to protect their IP from the AI bots"
X Link 2026-02-05T06:45Z [---] followers, [--] engagements

"The Athletic is the largest sports media company $NYT"
X Link 2026-02-05T07:12Z [---] followers, [---] engagements

"@MacroJason $FVRR and $UPWK operate in [--] different universes. $UPWK isnt going anywhere"
X Link 2026-02-14T14:35Z [---] followers, [--] engagements

"A 4X from liberation lows $W $W Wayfair getting crushed. Down 22%. $3.3 bill market cap. https://t.co/bP56FnYVrc $W Wayfair getting crushed. Down 22%. $3.3 bill market cap. https://t.co/bP56FnYVrc"
X Link 2026-01-22T03:46Z [---] followers, [---] engagements

"First trillion dollar Chinese company $TCEHY From a simple idea to a platform shaping everyday life. Weixin turns [--] in [----] marking a journey defined by connection creativity and tools designed to support people at scale. Celebrating [--] years of evolution and connection. #Weixin #WeChat https://t.co/A5zUTP3GlJ From a simple idea to a platform shaping everyday life. Weixin turns [--] in [----] marking a journey defined by connection creativity and tools designed to support people at scale. Celebrating [--] years of evolution and connection. #Weixin #WeChat https://t.co/A5zUTP3GlJ"
X Link 2026-01-22T11:26Z [----] followers, [---] engagements

"$UPWK to produce well over $200 million in FCF in [----]. [----] projection: $300M +"
X Link 2026-01-28T08:33Z [---] followers, [---] engagements

"@ruima Feel like WeChat emojis arent as good as iPhone"
X Link 2026-01-29T12:03Z [---] followers, [---] engagements

"@MenotomyValue $TOST is the only one worth owning at the right price. Wouldnt touch a Dorsey led company"
X Link 2026-01-31T09:50Z [---] followers, [---] engagements

"How is the co-founder and CTO of $DUOL founding a coffee company Certainly a distraction"
X Link 2026-02-01T12:50Z [---] followers, [---] engagements

"Crazy that $META did $115 billion in cash from operating activities for [----]. Haven't used Facebook in a decade and never used instagram. Never used Threads. What's App I use but it's not monetized and it's rare I use it. Guess I'm missing out on the family of apps experience"
X Link 2026-02-02T01:27Z [---] followers, [---] engagements

"When did computers start outperforming humans in chess [----]. How has demand to learn and play chess evolved since [----] Demand has exploded. This is one component of the bull case longs are making for $DUOL"
X Link 2026-02-02T08:55Z [---] followers, [---] engagements

"@MupalSingh As I said its one component. Cant address all bear narratives in one tweet. Do you think todays LLMs are used to learn chess or language on a consistent basis or this is only a narrative that will play out a year or two into the future"
X Link 2026-02-02T23:20Z [---] followers, [--] engagements

"@MupalSingh $DUOL has had an AI companion for some time. You can talk to Lilly and she talks back in the language youre learning"
X Link 2026-02-03T05:46Z [---] followers, [--] engagements

"$6 billion and going lower $DUOL"
X Link 2026-02-03T07:16Z [---] followers, [---] engagements

"Reddit $RDDT with a $34 billion market cap 😬"
X Link 2026-02-03T08:18Z [---] followers, [---] engagements

"The branding for food / instant delivery companies Meituan and Taobao is interesting. Orange jackets and helmets vs. yellow. In the U.S. nobody knows youre a food delivery person because youre in a car and dont have any logo. Do the food delivery or instant delivery guys in China only work for one company In the U.S. I feel like Uber Eats and Door Dash is on all the time for drivers to choose from. Also its all men in China doing delivery. In the U.S. women also deliver. @the_zack_zhu do the delivery guys only work for one company because Meituan and Alibaba dont allow it"
X Link 2026-02-03T11:17Z [---] followers, [----] engagements

"@the_zack_zhu Stock came out of the Stone Age along with PE ratio when they started crushing it with online orders [--] years ago. Walmart + has done exceedingly well. Just took them [--] years to figure it out"
X Link 2026-02-03T21:35Z [---] followers, [--] engagements

"Morgan Stanley says buy consumer discretionary. They've been calling for this for a few months now"
X Link 2026-02-04T02:16Z [---] followers, [---] engagements

"@QuipusCapital Not much from the names I follow but generally I agree fundamentals are improving in a broad basket the way MS has been calling. $ABNB at sub $100 for the wrong reasons would be compelling to consider"
X Link 2026-02-04T02:40Z [---] followers, [--] engagements

"$DUOL from $24.5 bill market cap to $5 bill in [--] months"
X Link 2026-02-04T05:14Z [---] followers, [---] engagements

"Fun fact: Under Greek corporate law each year companies are required to distribute to their shareholders at least 35% of after tax profit after deduction of statutory reserves"
X Link 2026-02-05T03:03Z [---] followers, [---] engagements

"@benbstwits Im skeptical it rolls off quickly. Most talent prefers to keep clients through the platform"
X Link 2026-02-05T07:15Z [---] followers, [--] engagements

"@benbstwits Source At its essence its a staffing business - which will always be in demand. The marketplace and AI overlay make it stronger vs traditional staffing companies and helps it scale"
X Link 2026-02-05T07:33Z [---] followers, [--] engagements

"Ding dong ding dong MEITUAN WILL ACQUIRE DINGDONG MAICAI News just broke that Meituan is acquiring instant retail company Dingdong Maicai. A few weeks ago there were rumours that JD was planning to buy Dingdong but the two parties did not reach an agreement quickly enough so Meituan stepped in https://t.co/npbsmqFn0h MEITUAN WILL ACQUIRE DINGDONG MAICAI News just broke that Meituan is acquiring instant retail company Dingdong Maicai. A few weeks ago there were rumours that JD was planning to buy Dingdong but the two parties did not reach an agreement quickly enough so Meituan stepped in"
X Link 2026-02-05T13:25Z [---] followers, [---] engagements

"If youre value oriented a bad investing decision should range from a loss of 25% to a gain of 25% over a [--] year holding period. Losing 50% or more on poor investment decisions is unacceptable"
X Link 2026-02-06T10:33Z [---] followers, [---] engagements

"@WSJ Another casualty from the Dominican Republic. How many people have to die from the toxic AC or drinks"
X Link 2022-05-27T01:35Z [---] followers, [--] engagements

"@StockJabber @realEstateTrent Response time attention to details a knack for making deals"
X Link 2023-04-25T20:58Z [----] followers, [---] engagements

"@HighyieldHarry She takes her shirt off at the end"
X Link 2024-01-12T15:54Z [---] followers, [----] engagements

"@FishtownCap Hey @ChrisBloomstran this is making the rounds care to comment"
X Link 2024-09-24T00:48Z [----] followers, [----] engagements

"So now the CEO @ClaudiavsCPG at Sow Good $SOWG has created a new social media account on X. Claudia while creating an account on X and declaring war may sound intuitive given how the market was completely blindsided and purged the stock (now down 64% from last weeks 3Q earnings) I suggest you consider [--] things: [--]. Delete this X account and stop doing investor presentations. In the early years of growing your business you should be almost anti-investor relations. It should be rare for you to want to speak with investors and do conferences. The RESULTS will speak for themselves and investors"
X Link 2024-11-20T21:54Z [---] followers, [----] engagements

"@RichardHanania Lol bad take"
X Link 2024-11-22T16:31Z [----] followers, [---] engagements

"@mihaljevic @MohnishPabrai Mohnish didnt need to start the Wagons Fund presumably. Why start a fund for retail To what end"
X Link 2025-01-20T15:52Z [----] followers, [---] engagements

"@RichardHanania Oh my friend . the feed in LinkedIn is the most vapid trifling content in the history of social media. You will last [--] weeks there"
X Link 2025-02-11T23:59Z [---] followers, [---] engagements

"@BrianTycangco Anytime $BABA is up 2.5% Brian thinks a pullback is healthy. God forbid it go up 40% in [--] months after being down 70% for [--] years 😄"
X Link 2025-02-13T01:41Z [----] followers, [----] engagements

"@EquityBrian If cloud only grows at 20% the market should sell $BABA off. Wu said multiple times Q4 was not representative of the growth rate (which grew at 18%) due to the holiday etc. Market should be expecting 25% to 30%"
X Link 2025-08-05T12:09Z [---] followers, [----] engagements

"Analyst asks a question on $HBB earnings calls referencing sales of $750 in [----] vs. sales of $650 million today and if they plan to grow at a "decent rate" CEO Scott Tidey questions the accuracy of the [----] revenue number and analyst shoots back it's from Value Line. Checks out the someone invested in $HBB would be using Value Line. https://twitter.com/i/web/status/1954196160836464902 https://twitter.com/i/web/status/1954196160836464902"
X Link 2025-08-09T15:00Z [----] followers, [---] engagements

"Back when Nacco spun out $HBB in [----] they said in their Q3 press release that being a public company would cost them $3 mill per year . As an independent public company Hamilton Beach Holding expects to incur annual incremental expenses of up to $3.0 millionpre-tax for the normal and customary expenses associated with being a public company such as expenses related to its public reporting obligations directors fees and insurance. https://twitter.com/i/web/status/1973922206687142253 https://twitter.com/i/web/status/1973922206687142253"
X Link 2025-10-03T01:25Z [----] followers, [---] engagements

"$HBB revenues increased 4.6% from [----] to [----]. Q1 [----] revenue is up 3.9% and then they get whacked with liberation day and retailers pausing orders. Revenue falls 18.5% in Q2. Fine checks out. The 125% tariff went back down to 10% on May 14th. Retailers had [---] days between May 14th to the end of Q3 on Sept [--] to order product from Hamilton Beach at the reduced tariff rate of 10% and get inventory levels up and yet they didn't. Why Why were revenues still down 15.3% in Q3 Either because consumer demand for Hamilton Beach product was weak in Q3 or the retailer was selling more product from"
X Link 2025-11-06T14:33Z [----] followers, [---] engagements

"Shark Ninja $SN grew cooking and beverage appliances 6% and food appliances 12% in Q3. They sell to the same retailers $HBB does. They took market share from Hamilton Beach. $HBB revenues increased 4.6% from [----] to [----]. Q1 [----] revenue is up 3.9% and then they get whacked with liberation day and retailers pausing orders. Revenue falls 18.5% in Q2. Fine checks out. The 125% tariff went back down to 10% on May 14th. Retailers had [---] days $HBB revenues increased 4.6% from [----] to [----]. Q1 [----] revenue is up 3.9% and then they get whacked with liberation day and retailers pausing orders."
X Link 2025-11-06T15:11Z [----] followers, [---] engagements

"$CATO down 20% in [----]. Old man Cato looking to become the oldest CEO in all of American retail apparel selling to young [--] year old women"
X Link 2025-12-30T08:01Z [---] followers, [---] engagements

"$HBB down 2% for [----]. Tough year with tariffs and retailers pausing orders. Competition is brutal in this space"
X Link 2025-12-30T08:12Z [----] followers, [---] engagements

"$COCO up 48% in [----]. Biggest coconut water company in the U.S. and the U.K"
X Link 2025-12-30T08:32Z [----] followers, [---] engagements

"$CATO has $79 million in cash and trades at a market cap of $59 million. Important to note that $4.7 mill of income this year is interest income. Strip out interest income and for the first [--] weeks they are at breakeven and expecting a Q4 loss"
X Link 2026-01-05T07:39Z [---] followers, [---] engagements

"How you feel when 80% of your net worth is in $CATO"
X Link 2025-11-24T15:39Z [---] followers, [---] engagements

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