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@ValleyFallsRI Valley FallsValley Falls posts on X about $hbb, $fvrr, $boot, $cri the most. They currently have XXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence cryptocurrencies XXXXX% finance XXXXX% countries XXXX% travel destinations XXXX%
Social topic influence $hbb #2, $fvrr 11.63%, $boot #19, $cri #98, $colm 4.65%, tariffs #1733, the first 4.65%, fine 4.65%, pausing 4.65%, $sn #13
Top accounts mentioned or mentioned by @gauravphoenix @robinhanson @capitalfang @cigarbuttz @taobanker @tiehackcapital @valuemaverick @ggquests @somewhereoutof @pittsburgh_pap @dismassetbkd @jerrycap
Top assets mentioned Hubble Protocol (HBB) Bostrom (BOOT) Carter's Inc. (CRI) Columbia Sportswear Co (COLM) SpaceN (SN) Shakita Inu (SHAK)
Top posts by engagements in the last XX hours
"$BOOT CEO says following a study done by a third party they can grow stores to 1200 total with a bigger TAM of $XX billon. (Their previous goal was XXX stores) How about you just look at your impressive ROI per store and look at how much space you have left and come to that conclusion yourself Do you really need a consulting firm to tell you that"
X Link 2025-10-31T17:05Z XXX followers, XXX engagements
"$BOOT guided for net income of $XXX million for their current fiscal year which ends in X months. At a XX% CAGR they can double that in X years to $XXX million in fiscal 2029. Entirely plausible given their strong track record. But a $XXX bill valuation today on $XXX mill in income This company sells cowboy and work boots. It's going to hit a wall at some point"
X Link 2025-10-31T17:23Z XXX followers, XXX engagements
"$BOOT saying their customers are more need based than fashion driven. A good thing when blue collar jobs are humming. Not a good thing when they aren't"
X Link 2025-10-31T17:46Z XXX followers, XXX engagements
"@gauravphoenix Another concern is competition which admittedly Im not up on. Feel like another competitor(s) with a savvy marketing team and similar strategy with family farms could do the same. Hypothetically could just leach on to the family farms that already sell to Vital to tap supply"
X Link 2025-11-24T01:49Z XXX followers, XXX engagements
"$CRI the leading baby and toddler clothing company in the U.S. has a tough road ahead with just XXX children per woman in 2024 and a complete stop to immigration. Can you imagine having to be a baby apparel company in South Korea though"
X Link 2025-10-27T15:07Z XXX followers, XXX engagements
"$160 million annualized impact from tariffs on $COLM X. Raise prices. X. Layoff staff. X. Get vendor price reductions. You only have X options"
X Link 2025-10-31T20:45Z XXX followers, XXX engagements
"Timothy Boyle is XX years old how much longer can this guy run Columbia $COLM"
X Link 2025-10-31T21:31Z XXX followers, XXX engagements
"Just glancing at Q3 for $HBB and it's ugly. - Cash USED by operating activities of $XX mill for the first X months of 2025 - a $XX mill swing negative YoY - Revenue declined XX% - Gross margins collapsed to XX% vs. XX% last Q3 (from tariff costs) - Operating profit of $XXX million down XX% YoY"
X Link 2025-11-05T22:01Z XXX followers, XXX engagements
"$HBB revenues increased XXX% from 2023 to 2024. Q1 2025 revenue is up XXX% and then they get whacked with liberation day and retailers pausing orders. Revenue falls XXXX% in Q2. Fine checks out. The XXX% tariff went back down to XX% on May 14th. Retailers had XXX days between May 14th to the end of Q3 on Sept XX to order product from Hamilton Beach at the reduced tariff rate of XX% and get inventory levels up and yet they didn't. Why Why were revenues still down XXXX% 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 XXX followers, XXX engagements
"Shark Ninja $SN grew cooking and beverage appliances X% and food appliances XX% in Q3. They sell to the same retailers $HBB does. They took market share from Hamilton Beach"
X Link 2025-11-06T15:11Z XXX followers, XXX engagements
"$HBB acquired Health Beacon in Feb of 2024 for $XXX million. It's a pretty simple device that reminds you to do your shots at home and then dispose of them. Revenue the first X months of 2025 for this product is at $XXX million up XXX% YoY. Impressive"
X Link 2025-11-06T15:26Z XXX followers, XXX engagements
"$AMNF should be selling pesto sauce to $SHAK for a nice LTO pesto burger"
X Link 2025-11-10T19:17Z XXX followers, XXX engagements
"Shark Ninja $SN beating the old stodgy $HBB"
X Link 2025-11-20T12:01Z XXX followers, XXX engagements
"@taobanker $CRI has too many stores closing + tariffs + debt + new management + too few kids being born"
X Link 2025-12-01T21:41Z XXX followers, XXX engagements
"$FVRR Fiverr (gig services company) laid off XXX people and they only had XXX total. A XX% reduction in headcount is certainly a confirmation that chat bots are impacting their business"
X Link 2025-10-16T19:58Z XXX followers, XXX engagements
"$UPWK take rate went from XXXX% in 2021 to XX% in 2024. Compare this to $FVRR which had a take rate of XXXX% in 2021 to XXXX% in 2024. Certainly an increasing take rate is better than a flat to declining one. Upwork is also double the size of Fiverr in terms of revenue"
X Link 2025-11-03T15:54Z XXX followers, XXX engagements
"Annual active buyers down XXXX% YoY at $FVRR in Q3 Annual active buyers down X% YoY at $UPWK in Q3 These marketplace platforms for service work are undergoing a big change with AI reducing demand "
X Link 2025-11-11T14:38Z XXX followers, XXX engagements
""We are no longer just a platform for fast lightweight freelance tasks" $FVRR"
X Link 2025-11-11T14:55Z XXX followers, XXX engagements
"Micha at $FVRR on AI impacting jobs"
X Link 2025-11-11T15:09Z XXX followers, XXX engagements
"Beijing has a reason to want success for one of its giants"
X Link 2025-12-09T18:03Z XXX followers, XXX engagements