@aresearchguy Avatar @aresearchguy A Research Guy

A Research Guy posts on X about $lulu, $clx, in the, stocks 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 38.86% finance 17.54% fashion brands 16.11% technology brands 4.74% cryptocurrencies 3.32% social networks 1.42% countries 0.95% automotive brands 0.95% travel destinations 0.47%

Social topic influence $lulu 15.64%, $clx 7.11%, in the 6.16%, stocks 4.27%, business 3.32%, $hsy 3.32%, money 2.84%, $keys 2.84%, term 2.84%, $gxo 2.37%

Top accounts mentioned or mentioned by @taobanker @jbulltard1 @lundeenne @ibarragan19 @snowmanllc @bucketshopcap @pegasusfund @investmenttalkk @hatfieldcapital @michaeljburry @mattjmcclintock @erickquay @jimmybutlercap @ginkgocap @ryanbuffalo01 @madscapital @anidesh7 @billackman @bremont @valuations

Top assets mentioned Lululemon Athletica Inc (LULU) Clorox Co (CLX) Hershey Co (HSY) KEYS (KEYS) GXO Logistics, Inc. (GXO) Zebra Technologies Corp. (ZBRA) Broadcom, Inc. (AVGO) Starbucks Corporation (SBUX) Otis Worldwide Corp (OTIS) Good Games Guild (GGG) Verisk Analytics, Inc. (VRSK) Microsoft Corp. (MSFT) Amphenol Corporation (APH) ITT Inc. (ITT) Thermo Fisher Scientific Inc. (TMO) Quest Diagnostics Inc (DGX) PKG Token (PKG) Crocs, Inc. (CROX) Alphabet Inc Class A (GOOGL) Lam Research Corporation (LRCX) Amazon.com, Inc. (AMZN) CAVA Group, Inc. (CAVA)

Top Social Posts

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

"I think $OTIS and $GGG might trade in the $80s forever"
X Link 2025-12-23T15:00Z [----] followers, [---] engagements

"$CLX chart incrementally more attractive as well technical + fundamental"
X Link 2026-01-06T14:41Z [----] followers, [---] engagements

"@Ibarragan19 no tapered it back in the 200s this is mostly driven by $CLX. LULU is my second largest currently actually drove some downside the last [---] weeks of the month. Was up 9-10% YTD at one point haha"
X Link 2026-02-01T21:19Z [----] followers, [--] engagements

"$LULU down 20%+ in a month on what lol Thank you"
X Link 2026-02-05T18:03Z [----] followers, [----] engagements

"Fuck off NYC Mayor Mamdani says America should look to Islam and the prophet Muhammad to support migration. https://t.co/Cjd7kfIkz2 NYC Mayor Mamdani says America should look to Islam and the prophet Muhammad to support migration. https://t.co/Cjd7kfIkz2"
X Link 2026-02-07T00:28Z [----] followers, [---] engagements

"Yeah this aint it chief lol"
X Link 2026-02-09T01:22Z [----] followers, [---] engagements

"lululemon Introduces Unrestricted Power A New Sensation for Strength Training $LULU https://www.businesswire.com/news/home/20260210009351/en/lululemon-Introduces-Unrestricted-Power-A-New-Sensation-for-Strength-Training https://www.businesswire.com/news/home/20260210009351/en/lululemon-Introduces-Unrestricted-Power-A-New-Sensation-for-Strength-Training"
X Link 2026-02-10T17:05Z [----] followers, [---] engagements

"is $VRSK going bankrupt asking for a friend should i spend some time here"
X Link 2026-02-11T14:00Z [----] followers, [---] engagements

"I am glad to be part of this number. JANUARY LAYOFFS SURGE TO 17-YEAR HIGH U.S. employers announced [------] layoffs in January up 205% from December and the highest January total since [----] according to Challenger Gray & Christmas. The surge was led by transportation with UPS planning up to [-----] job cuts JANUARY LAYOFFS SURGE TO 17-YEAR HIGH U.S. employers announced [------] layoffs in January up 205% from December and the highest January total since [----] according to Challenger Gray & Christmas. The surge was led by transportation with UPS planning up to [-----] job cuts"
X Link 2026-02-05T12:34Z [----] followers, [---] engagements

"People also forget there are literally other areas to invest your money there are other companies out there to buy shares of that are attractive. Mind blowing I know. People telling you today is a great buying opportunity are not your friends. Sit down and run a DCF on 185B Capex for a company that made only 132B in profits in all of [----] This is existential levels of investment. Microsoft Amazon Google all want to capture the pie People telling you today is a great buying opportunity are not your friends. Sit down and run a DCF on 185B Capex for a company that made only 132B in profits in"
X Link 2026-02-05T13:53Z [----] followers, [---] engagements

"lol Rap: Jake Bobo suffered broken hand in NFC Championship game. He's playing in the Super Bowl. Rap: Jake Bobo suffered broken hand in NFC Championship game. He's playing in the Super Bowl"
X Link 2026-02-08T23:28Z [----] followers, [---] engagements

"I mean are estimates gonna get destroyed"
X Link 2026-02-11T14:03Z [----] followers, [---] engagements

"The real bubble is everyone talking about the same stocks on here. Other areas are going to do well with or without AI"
X Link 2026-02-11T13:08Z [----] followers, [---] engagements

"I do believe knee jerk reactions create opportunities for LT investors so if you are smart enough I am sure there are opportunities in the current sell-off in the software part of the market. I also believe you should not force yourself to look at things you are not competent in"
X Link 2026-02-15T14:55Z [----] followers, [---] engagements

"Also the market can remain irrational longer than you can remain solvent. So"
X Link 2026-02-15T14:56Z [----] followers, [---] engagements

"I am looking for someone who is a shareholder of $APH Amphenol Corp and would like to schedule a time to chat via zoom / teams. Looking for deep insight into the biz. Anyone Pls RT"
X Link 2026-02-10T12:35Z [----] followers, [---] engagements

"$KEYS is a perfectly priced business if I say so myself updated all my numbers. It would take a 30-35% drawdown for me to get interested fantastic company. Firing on all cylinders. Probably wrong and probably greedy"
X Link 2025-11-25T16:32Z [----] followers, [---] engagements

"@HatfieldCapital holy fuck. Reminds me of [--] guys pricing lol"
X Link 2025-11-26T18:46Z [----] followers, [---] engagements

"@michaeljburry I own $lulu too. A lot of it. Would be curious to read a well-thought out thesis from you on the substack"
X Link 2025-11-26T23:47Z [----] followers, [----] engagements

"@taobanker None of those are new within the past 6-8 months. I disagree with this statement. Capital one has been there for over a year and its non-member applicable. Good way to clear inventory"
X Link 2025-11-27T18:15Z [----] followers, [---] engagements

"For those new followers I have my core competence list of stocks that include $ZBRA $LULU $OTIS $LRCX $AMZN $KEYS $HSY $GGG $DGX $AVGO $GXO $ITT $TMO. Ive built this list over the years where I am comfortable putting money. While it may seem like I talk about the same stocks thats because my zone of competence is not as wide as the bros who follow [---] on here and perfectly time top and bottoms. A few on my research list that takes time are $ICE $LOW $CLX $LMT $CNH $CMI Not worth diving into my PA strategy because thats irrelevant outside of my pinned tweet but these are the types of biz I"
X Link 2025-11-28T01:53Z [----] followers, [----] engagements

"@BillAckman @Bremont sorry bill these are ugly"
X Link 2025-11-29T15:14Z [----] followers, [--] engagements

"Ive officially released my full coverage I only add a new name maybe every 6-8 months. Example A is Ive been in and out of $ZBRA numerous times which has fared better than buying and holding it because of the demand pull forward and normalization during / after COVID. I own in the $250s again now. https://twitter.com/i/web/status/1994836719271591994 https://twitter.com/i/web/status/1994836719271591994"
X Link 2025-11-29T18:31Z [----] followers, [--] engagements

"@valuations_ Gotta BNPL those Nikes shoes and Lulu leggings ;)"
X Link 2025-12-03T13:24Z [----] followers, [---] engagements

"@MattJMcClintock sweatshirt hella comfy tho but yeah not a fan of the logo. However the new Polka drop is catching hype. My wife wants it. Help"
X Link 2025-12-03T22:41Z [----] followers, [---] engagements

"@snowmanllc We can add $CLX to my coverage list now. Thanks to @lundeen_ne"
X Link 2025-12-04T14:06Z [----] followers, [---] engagements

"@hambinocapital Congrats man Our 3rd is due Dec 17ish. you got a big baby on the way"
X Link 2025-12-04T14:53Z [----] followers, [--] engagements

"https://www.placer.ai/anchor/articles/is-lululemon-poised-for-a-holiday-rebound https://www.placer.ai/anchor/articles/is-lululemon-poised-for-a-holiday-rebound"
X Link 2025-12-04T19:12Z [----] followers, [---] engagements

"@ErickQuay I acquired all common shares I could possibly muster up. I will see you at $250"
X Link 2025-12-05T18:21Z [----] followers, [--] engagements

"Outside of tariffs and de minimis the company was going to $14.25+ this year. Outside factors. I think consensus revenue is too low over the next three years. My bear case is $10.5 in eps at 15x which basically I guess was around $157. Stock bottomed at $159. If management was smart enough to kitchen sink with tariffs and de minimis last Q then yeah they have real issues should be incremental upside from here given they guide more than halfway thru a Q. Also they dont guide with future buybacks baked in only current"
X Link 2025-12-05T19:52Z [----] followers, [---] engagements

"Kinda interesting that lululemon has pushed traffic to the app which is more difficult to track vs web search given early member drop access and such. Might be harder to take any alt data as value. Unsure of how much of a shift it would be. Personally I only use the app i don't go into a store or the normal website. Also there is only an iOS app not android. Why $lulu Apparently they left the android years ago and focused on the iOS ecosystem"
X Link 2025-12-06T19:56Z [----] followers, [----] engagements

"If anyone is interested in hiring a completely remote analyst/PM (circumstance I cant move) DM me. Would love to have some discussions with some small LO shops. My experience is a bit funky so would love to chat about it. Place Im at it is absolutely turning upside down and fundamentally going against my investment philosophy. I am more disappointed than mad. Private equity is destroying the RIA environment IMO. For color I am a LO analyst. I am also funny"
X Link 2025-12-08T13:29Z [----] followers, 16.2K engagements

"The way that they are restructuring internal models to include asset classes that generally dont make sense for some people. Granted it is up to the advisor on how to deploy the risk tolerance. But the private credit push (which I think is a fine place to be dependent on client needs) is being shoved every which way down advisors throats. Same with ETNs and hedged equity strategies. It just seems very weird to me"
X Link 2025-12-08T14:28Z [----] followers, [---] engagements

"@Ibarragan19 Nah I think earnings will come in BTE. They still have $880m on buybacks and probably authorize more. They should be loading the boat here"
X Link 2025-12-08T20:12Z [----] followers, [--] engagements

"Lululemon app downloads +181% m/m 7% y/y. MAU 49% m/m 11% y/y. $lulu"
X Link 2025-12-09T15:02Z [----] followers, [----] engagements

"$CLX Consumer Staples extreme cheap vs the index. Some would say this is an opportunity. Others would say this is the type of thing you see at the top (n.b. notice where it traded at the dot-com bubble peak vs the [----] financial crisis lows). from the Weekly ChartStorm: https://t.co/V8B2Xbiq3t Consumer Staples extreme cheap vs the index. Some would say this is an opportunity. Others would say this is the type of thing you see at the top (n.b. notice where it traded at the dot-com bubble peak vs the [----] financial crisis lows). from the Weekly ChartStorm: https://t.co/V8B2Xbiq3t"
X Link 2025-12-09T15:24Z [----] followers, [---] engagements

"@Breadcrumb_Cap I pretty much only buy the markdown stuff (seasonal inventory they tryna clear I dont care about having newest stuff) only a few things have been full price for me (because of the colors). If the stock ever went to $200+ Id gladly buy more 😂"
X Link 2025-12-10T15:31Z [----] followers, [--] engagements

"@JimmyButlerCap gang"
X Link 2025-12-11T18:39Z [----] followers, [--] engagements

"@JimmyButlerCap wasnt for sure how specific we wanted to get if i can do that one i will if not $zbra"
X Link 2025-12-11T18:39Z [----] followers, [--] engagements

"@k3ithmccullough Hedgeye still short"
X Link 2025-12-11T23:07Z [----] followers, [---] engagements

"Watchlist continues to be: $ggg no pt $itt no pt $dgx no pt $gxo (missed that one to re-add in the 40s) $60-65 pt $HSY no pt $PKG no pt $keys no pt"
X Link 2025-12-12T11:21Z [----] followers, [---] engagements

"Hard to fight someone working behind the scenes like this. https://www.prnewswire.com/news-releases/chip-wilson-comments-on-leadership-change-at-lululemon-302640131.html https://www.prnewswire.com/news-releases/chip-wilson-comments-on-leadership-change-at-lululemon-302640131.html"
X Link 2025-12-12T12:44Z [----] followers, [---] engagements

"@taobanker @lundeen_ne got me addicted to clorox wipes. i cant stop. downside seems limited relative to upside"
X Link 2025-12-12T14:13Z [----] followers, [---] engagements

"@bucketshopcap Buy $clx"
X Link 2025-12-13T20:45Z [----] followers, [---] engagements

"@west4thstreet Interesting. Havent heard of them until now I know they have zebra pay and such"
X Link 2025-12-13T23:28Z [----] followers, [---] engagements

"I think lowkey zebra has really good management. Before Burns was Anderson and he was very very savvy IMO. Nathan Winters also very good CFO. Hes managed tariffs and supply chain very well over the years. Stock price doesnt reflect it. But other reasons for that. Its in where I have bought in at different prices and sold at others. Almost too easy of a tradable security even tho I like them long term lol"
X Link 2025-12-13T23:32Z [----] followers, [---] engagements

"$CLX my largest"
X Link 2025-12-17T16:35Z [----] followers, [----] engagements

"Just had Cava for the first time. It was good. I wouldnt really compare it to Chipotle though"
X Link 2025-12-17T18:20Z [----] followers, [---] engagements

"$lulu look to want higher to $225-250"
X Link 2025-12-17T20:04Z [----] followers, [---] engagements

"I like CLX for a decent return back to $130-135 + 4.88% yield decent ROIIC and I am jobless so the r/r feels very good for me from here as a decent call trade position in my taxable account in the first [--] months of [----]. Tech continue downtrend = rotation into defensive. I own shares at $101.40 avg"
X Link 2025-12-17T20:45Z [----] followers, [--] engagements

"@Invesquotes Been there lol. $KEYS at $112 initiated buy at $143. Sold $175-185. Now its $200+ lol"
X Link 2025-12-18T16:46Z [----] followers, [---] engagements

"Trimmed back some $lulu stock at first target price added more to $clx. This is certainly not financial advice. Avg $clx cost $101.38 roughly [----] shares. A lot of good news getting baked into $lulu and a lot of FinTwit still hates it. Which is cool. Got a new idea brewing here soon. https://twitter.com/i/web/status/2001696213230395560 https://twitter.com/i/web/status/2001696213230395560"
X Link 2025-12-18T16:49Z [----] followers, [---] engagements

"@WaterworldCapi1 Im boring. lapping ERP inventory decent ROIC decent FCF decent yield decent ROA havent you heard Clorox uses AI"
X Link 2025-12-18T17:47Z [----] followers, [---] engagements

"Please give me the bear thesis for $CLX from sub $100 assuming estimates dont change from here to the downside (think its kind of unlikely)"
X Link 2025-12-22T16:16Z [----] followers, [---] engagements

"My expected time horizon to take my OW weight off is 6-8 months and then taper to core position like $lulu"
X Link 2025-12-22T16:23Z [----] followers, [---] engagements

"Clorox $CLX https://www.thecloroxcompany.com/blog/consumers-say-bye-to-the-year-of-brain-rot/ https://www.thecloroxcompany.com/blog/consumers-say-bye-to-the-year-of-brain-rot/"
X Link 2025-12-23T20:59Z [----] followers, [---] engagements

"Guess well find out eventually but I do know that we spend a decent amount of time at home and constantly cleaning. Pretty sure cleaning is a constant in life so Clorox should capitalize on that as long as they can fend off private labels / share. I dont see private as a super big risk given they have been around for a while and from what I have gathered a lot of ppl complain about the store brand kinds. Clorox gained share in bleach / disinfectant since [----]. Its not sexy but I dont think the downside is that bad relative to the upside in [----] - 2027"
X Link 2025-12-24T18:35Z [----] followers, [---] engagements

"A @lululemon x @WHOOP athletic wear collab where you can put the wearable inside the lululemon training shirts / underwear or something would be efficient. I know you can buy whoop specific gear that can hold the wearable I aint buying whoop clothing sorry. Good way to get back to the core performance wear (which is doing fantastic still by the way)"
X Link 2025-12-25T15:36Z [----] followers, [---] engagements

"Merry Christmas. My kids are pissed. $CLX"
X Link 2025-12-25T20:03Z [----] followers, [----] engagements

"You have a few things working in their favor over the next 12-18 months which include BTE earnings being driven by margin expansion and top-line growth. 2027+ incr. margins from new ERP better inventory accuracy/planning and a more normalized growth profile moving forward vs the previous 5-8 years. As long as they defend 40%+ gross margins (private label comp) I think its attractive here to $130-135"
X Link 2025-12-26T14:34Z [----] followers, [---] engagements

"@ErickQuay The colors and sizes suck Ive already gone through it I couldnt find anything (which means the good shit keeps selling out) lol. I cant find the we made too much section on the app I think they used this instead and shifted it over there"
X Link 2025-12-26T16:00Z [----] followers, [---] engagements

"Couldnt agree more with this take and it makes me feel like I have been more active this year than previous years. Between $TMO $GXO and $LULU all 30%+ moves at various times. @bucketshopcap this year has required the most trading of any in my career bc of this idiotic dynamic. entire years of returns happen in several weeks or worse days @bucketshopcap this year has required the most trading of any in my career bc of this idiotic dynamic. entire years of returns happen in several weeks or worse days"
X Link 2025-12-26T17:00Z [----] followers, [----] engagements

"Ever since I got laid off my Whoop metrics have sky rocketed in a positive way. Idk about correlation =/= causation here but 😂😂"
X Link 2025-12-27T11:53Z [----] followers, [---] engagements

"@PegasusFund Clorox lululemon maybe Zebra if they continue to repurchase shares and organic revenue growth accelerates"
X Link 2025-12-28T15:48Z [----] followers, [----] engagements

"Fidelity return data is phenomenal"
X Link 2025-12-28T16:43Z [----] followers, [----] engagements

""Well I think the headline is again our goals like -- we intend to grow EBIT margin [--] to [--] basis points. And generally we feel confident in our ability to do that. And it's -- and that would be net of any reinvestment that we'll make in the business." $CLX"
X Link 2025-12-29T13:38Z [----] followers, [----] engagements

"You can still snag some $CLX under $100 and get a slightly better avg price than me. Signing off until the new year a lot of stuff to get done. Have a good one"
X Link 2025-12-30T15:21Z [----] followers, [---] engagements

"@taobanker You beat me. Ugh"
X Link 2026-01-01T20:13Z [----] followers, [---] engagements

"What public company has the most gross margin risk in the next few years"
X Link 2026-01-04T16:44Z [----] followers, [----] engagements

"My engagement is garbage on this website"
X Link 2026-01-05T13:54Z [----] followers, [---] engagements

"@ginkgo_cap Clorox wipes @lundeen_ne"
X Link 2026-01-07T00:41Z [----] followers, [---] engagements

"Each time $CLX drops under $100 per share"
X Link 2026-01-07T16:14Z [----] followers, [---] engagements

"This is what Fidelity customers do on a daily basis for literal years on end as far back as I can remember. The same top 10-15 stocks over and over and over"
X Link 2025-04-27T13:43Z [----] followers, [---] engagements

"What in the fuck is Jeffs brands"
X Link 2025-04-30T13:14Z [----] followers, [---] engagements

"@taobanker Anti-polyester trend catches my eye but whats the difference between that cigs and fast food Does the consumer care that much"
X Link 2025-09-05T12:27Z [----] followers, [---] engagements

"I left one out I started reading $APH 10k because that business sort of falls into my area of competence. I want to start with an example of a good investment this year that hit fair value relatively quick (est HP was [--] years but the stock went up in [--] months after a 4-6 month flat/down return). GXO Logistics was a company I started buying almost the last day of December [----]. The long thesis was pretty simple its an easily forecasted business model long-term contracts margins are relatively easy to forecast + as automation scales in the warehouses margins scale as well. @P14Capital and I"
X Link 2025-11-28T14:13Z [----] followers, [---] engagements

"I am adding $PKG and $SAIA to the research list as well @snowmanllc and I went back and forth on $SAIA with good discussions"
X Link 2025-11-29T15:17Z [----] followers, [---] engagements

"@snowmanllc Last one to add because I keep forgetting my own coverage is $MSA"
X Link 2025-11-29T17:05Z [----] followers, [---] engagements

"$ZBRA was the no brainer DCA at $227 for me"
X Link 2025-12-04T14:52Z [----] followers, [---] engagements

"Highest conviction ideas still and PTs. Might actually write on a substack or re-build a website or write for someone else if interested. Would currently buy: $lulu $250-275 $clx $130-135 $zbra $325-350 $otis $101 - 106"
X Link 2025-12-12T11:20Z [----] followers, [----] engagements

"Zebra Technologies winding down Fetch isn't great burnt capital it's the only acquisition I can really think of that didn't turn out too well. Elo Touch more important. Market ignored Fetch"
X Link 2025-12-13T22:41Z [----] followers, [---] engagements

"@HatfieldCapital I invest and what I understand and Lulu made sense to me in the $170s 🤷♂. CLX pretty good here two. Both my largest positions rn"
X Link 2025-12-17T20:39Z [----] followers, [---] engagements

"@blondesnmoney What about $CMI"
X Link 2026-01-05T18:18Z [----] followers, [----] engagements

"@irbezek @retaox CLX value"
X Link 2026-01-07T01:14Z [----] followers, [---] engagements

"@taobanker $clx"
X Link 2026-01-07T17:02Z [----] followers, [---] engagements

"@taobanker Clorox is 5%. With 30% equity upside simply reverting to mean multiples if the next few Qs are BTE and EPS doesnt deteriorate. 24-26% ROIC. :D"
X Link 2026-01-07T17:07Z [----] followers, [---] engagements

"@winsteadscap and lululemon"
X Link 2026-02-03T20:23Z [----] followers, [--] engagements

"@PegasusFund Clorox and lululemon are cheap"
X Link 2026-02-06T03:12Z [----] followers, [---] engagements

"@MattJMcClintock Unbelievably impressive. Not sure how I ever looked over WMT. Never really came across my mind. I just follow a lot of supply chain websites and data cause I find it fascinating and follow $gxo"
X Link 2025-11-24T22:59Z [----] followers, [---] engagements

"TWRs ending Jan-26. Inception 23.69% 10YR 28.75% YTD 4.27%"
X Link 2026-02-01T00:46Z [----] followers, [---] engagements

"Michael Burry knows whats up @michaeljburry"
X Link 2026-02-02T18:54Z [----] followers, [---] engagements

"Not even Burry can keep this POS up. Elliot probably down 12% on their position they built probably expect some pressure more publicly soon. I added more the past week"
X Link 2026-02-03T22:35Z [----] followers, [---] engagements

"haha this website man. Ya'll are so funny"
X Link 2026-02-04T16:15Z [----] followers, [---] engagements

"TWRs ending Jan-26. Inception 23.69% 10YR 28.75% YTD 4.27%"
X Link 2026-02-01T00:46Z [----] followers, [---] engagements

"@RyanBuffalo01 You can still delete this"
X Link 2024-10-01T21:23Z [----] followers, 17.6K engagements

"Okay give me every single bear thesis on $LULU please. Other than fashion is a fad what is the serious downside financial case here over the next decade Preferably people who know the biz well"
X Link 2024-04-05T12:18Z [----] followers, 152.5K engagements

"The lack of knowledge surrounding $LULU on here with the continuous anecdotal takes on Vuori and Alo are creating an incredible opportunity in the stock so I might be a buyer soon"
X Link 2024-05-23T12:51Z [----] followers, 64.2K engagements

"Genuinely curious on this. when I talk to the average dad or friend or whatever. They do not and absolutely do not buy stocks based on valuation or risk/reward basis. They buy stocks that they know the names of and have done historically well and literally look at"
X Link 2024-06-29T15:24Z [----] followers, 45.2K engagements

"@bryan_johnson Have you tried one of these for longevity"
X Link 2025-04-06T21:26Z [----] followers, 11.3K engagements

"Saw Aubrey Plazas husband died by suicide. Life gets tough internal mental struggles are rarely seen from the outside. Know people (and a relative) who did the same. DMs always open no matter who you are. I get it and I know its said all the time but youre not alone"
X Link 2025-01-04T14:52Z [----] followers, 38.3K engagements

"@jbulltard1 I dont think Buffett cares about the short term. Dude is investing for the next [--] years 3-5 year return probably doesnt care especially when Apple carried him to the motherland"
X Link 2025-02-09T14:50Z [----] followers, [----] engagements

"@RyanBuffalo01 then you know when Rices court date is announced thats when they can make the decisions to suspend him if applicable. didnt happen before week [--] so thats why he can play"
X Link 2024-10-01T21:31Z [----] followers, [----] engagements

"I might have to double my $HSY position Monday Really excited to see such prominent promotion of Feastables in 7-Eleven It will take time but Im more confident than ever Feastables will ultimately take significant share from $HSY https://t.co/9sYUlOPmX6 Really excited to see such prominent promotion of Feastables in 7-Eleven It will take time but Im more confident than ever Feastables will ultimately take significant share from $HSY https://t.co/9sYUlOPmX6"
X Link 2024-05-05T15:15Z [----] followers, 11.7K engagements

"Really excited to see such prominent promotion of Feastables in 7-Eleven It will take time but Im more confident than ever Feastables will ultimately take significant share from $HSY"
X Link 2024-05-05T14:56Z 117.9K followers, 32.9K engagements

"The most basic of metrics. A lot of millionaires/deca millionaires. They just build the most simple portfolios with very shitty analysis. And they do fine. They could do better and could do much much worse. Is it intuition Is it simplicity Is it the bull market and most"
X Link 2024-06-29T15:26Z [----] followers, 35K engagements

"End your Friday on a positive note. ha ha ha get it #3"
X Link 2025-01-31T22:19Z [----] followers, [----] engagements

"@MadsCapital The juice can digest financial press releases faster than algos"
X Link 2025-02-21T12:04Z [----] followers, [----] engagements

"Is everyone gonna delete their tweets when the market is at all time highs in like [---] years"
X Link 2025-04-22T01:59Z [----] followers, 18.5K engagements

"Im inclined to think its the most tides rise over the 20+ year period"
X Link 2024-06-29T15:26Z [----] followers, [----] engagements

"Then again the lack of real analysts on this website is more likely the issue"
X Link 2024-05-23T12:54Z [----] followers, [----] engagements

"@InvestmentTalkk LULU 5.6% market share Up 60bps from [----] and up from 2.7% in [----]. This Vuori and Alo shit is ridiculous. US sports apparel is set to grow at 5.6% CAGR over the next [--] years Ga previous at 4.7% (accelerating)"
X Link 2024-05-23T13:01Z [----] followers, [----] engagements

"@MadsCapital JuiceLupton doesnt pay short term cap gains tax the short term cap gains pays him"
X Link 2025-01-31T01:17Z [----] followers, [----] engagements

"No one talks about $TJX on here. Odds are it has outperformed probably anything you own. Its destroyed the S&P since [----]. Fucking incredible"
X Link 2025-08-20T14:41Z [----] followers, [----] engagements

"Keysight is my personal largest holding read through his report and it was very good at all levels. Have seen Leandros analyst skills improve each year. Keysight' $KEYS origins date back to [----] despite the company IPOing in [----]. Keysight is today the leader in the test and measurement industry which despite sounding boring is the bedrock that enables major global innovations. I've just released a comprehensive report https://t.co/vDz2XkUdR0 Keysight' $KEYS origins date back to [----] despite the company IPOing in [----]. Keysight is today the leader in the test and measurement industry which"
X Link 2025-01-06T22:27Z [----] followers, [----] engagements

"Keysight' $KEYS origins date back to [----] despite the company IPOing in [----]. Keysight is today the leader in the test and measurement industry which despite sounding boring is the bedrock that enables major global innovations. I've just released a comprehensive report (+12000 words) on the company where I go over. ☑ The company's story (free) ☑ What it does (free) ☑ Financials ☑ Growth drivers ☑ Competition ☑ The moat ☑ The risks ☑ Management and incentives ☑ Capital allocation ☑ Valuation (including inverse DCF model) Hope you enjoy the report"
X Link 2025-01-02T12:10Z 55.1K followers, 36.8K engagements

"You ever read a business description in a 10k and still have barely any idea what is going on"
X Link 2025-05-29T13:18Z [----] followers, [---] engagements

"@InvestmentTalkk Lululemon and Mirror hands down greatest acquisition of all time (went to fucking zero baby) 😭😂"
X Link 2025-01-24T18:05Z [----] followers, [---] engagements

"@TwannsWorld Did you say thats it"
X Link 2024-10-23T11:09Z [----] followers, [----] engagements

"I love FinTwit in the sense you never actually know who you are talking to. They could be managing $1b $500m or $500k or nothing. And still be smart. (Or very fuckin stupid)"
X Link 2024-06-21T14:13Z [----] followers, [---] engagements

"@MadsPosting I have 3+ years of shitposting experience. Does that count"
X Link 2025-04-03T09:02Z [----] followers, [----] engagements

"The problem is that you paid almost 40x for $lulu in [----] its not that the company is doing bad its that you suck at buying stocks"
X Link 2025-04-01T15:18Z [----] followers, [----] engagements

"$LULU probably up 15% on their report after the bell as ppl realize the 40% pullback probably makes no sense in the greater scheme of things"
X Link 2024-06-04T12:28Z [----] followers, [----] engagements

"The bottom is in. 🙏"
X Link 2025-04-11T21:33Z [----] followers, [---] engagements

"Already up 200% YTD"
X Link 2025-01-01T06:49Z [----] followers, [---] engagements

"You may think I am full retard but my view is $lulu could rally 100% over the next 6-9 months. Will not delete if wrong"
X Link 2025-08-20T14:25Z [----] followers, [----] engagements

"Super micro computer auditor resigns stock down 35%. Months ago a client told me that he was disappointed I didnt see the value in super micro because it was going up everyday"
X Link 2024-10-30T13:10Z [----] followers, [---] engagements

"My god the feeling of coming across a new business (mid-cap) and the green lights just turn on. Gotta love it. Its been months. Dry period is over"
X Link 2025-01-23T20:49Z [----] followers, [---] engagements

"@StockJabber You did read Hersheys report right Increased market share across segments (all while Feastables has been losing market share since mid 2023)"
X Link 2024-05-05T15:16Z [----] followers, [---] engagements

"@warren_at These are guys that have been investing since the 90s. One has held Microsoft since the 90s and yes we discuss the [--] year period of no return on it but he held cause it was a good business worth a lot now. Thats just one"
X Link 2024-06-29T15:59Z [----] followers, [----] engagements

"My favorite is when people sound smart but their returns fucking suck"
X Link 2024-03-09T18:21Z [----] followers, [---] engagements

"$lulu gained market share in NA lmao Vuori and Alo boys in tears rn"
X Link 2024-06-05T21:26Z [----] followers, [---] engagements

"@JerryCap https://www.morganstanley.com/im/publication/insights/articles/article_stockmarketconcentration.pdf https://www.morganstanley.com/im/publication/insights/articles/article_stockmarketconcentration.pdf"
X Link 2024-10-28T17:19Z [----] followers, [----] engagements

"Im just letting you know you can buy $HSY here and wait 5-7 years and its probably higher. Im too much a simpleton to overcomplicate my personal thesis anymore. Its a good biz great op margins consistent FCF generation smart mgmt on pricing / volume"
X Link 2024-08-07T21:23Z [----] followers, [----] engagements

"@PegasusFund Define weakness in North America And no data I have seen showing China was accelerating thru the Q. Slowdown in growth vs negative growth is drastically different. Saw long as they mention improving NA sales trend think stock rips + shorts cover"
X Link 2024-12-05T11:33Z [----] followers, [--] engagements

"Why are you people so fucking fixated on what the S&P [---] does every fucking day. Holy fuck"
X Link 2025-01-15T21:11Z [----] followers, [----] engagements

"@ValueStockGeek You get to say i pay [--] & [--]. Managing partner i know has a neighbor who always talks about hes got money at Goldman and the guys getting ripped but who cares he has money at Goldman"
X Link 2024-06-30T15:15Z [----] followers, [----] engagements

"Obligatory Merry Christmas FinTwit post from never hedge to yours. 💠"
X Link 2024-12-25T14:45Z [----] followers, [---] engagements

"You buy Chinese stocks I buy Chinese-associated potential growth stocks $lulu We are not the same"
X Link 2024-09-27T13:36Z [----] followers, [----] engagements

"Fintwit time horizons are [--] minutes Im convinced. As with retail / clients. Incredible"
X Link 2024-06-26T13:18Z [----] followers, [----] engagements

"Getting asked about Santa Claus rally by family members like its some incredible time to just make a ton of money always gets me. Like what am I suppose to say Probabilities say stocks go up majority of the time. So if I say sure odds are Im right"
X Link 2024-12-26T13:32Z [----] followers, [----] engagements

"TWR since April [----]. +21.31%"
X Link 2024-03-31T13:27Z [----] followers, [----] engagements

"Ended up getting a [--] Civic Si. Handles very nicely stuff quality to price definitely worth it. Was too cheap to go for the Type R. Solid daily manual not the most power but the drive feels fantastic. Honda gang now. Kids love it too"
X Link 2024-12-11T13:14Z [----] followers, [---] engagements

"Why the fuck do you keep showing up on my Twitter feed. Im going to block you. My sister has filed a lawsuit against me. Here is a statement from my mom brothers and me: https://t.co/Nve0yokTSX My sister has filed a lawsuit against me. Here is a statement from my mom brothers and me: https://t.co/Nve0yokTSX"
X Link 2025-01-08T02:13Z [----] followers, [----] engagements

"My sister has filed a lawsuit against me. Here is a statement from my mom brothers and me:"
X Link 2025-01-07T23:59Z 4.4M followers, 7.7M engagements

"Technical analysis is watching $lulu stay above the 12dma and 21dma and bounce off the 200dma like [--] times in [--] weeks"
X Link 2024-11-29T16:14Z [----] followers, [----] engagements

"I was wrong on HSY and genuinely even though I think even though Ill be right longer term I see better opportunity think HSY may be flat for another year. Reallocating for now taking a -6.77% hit. Lol"
X Link 2024-11-20T14:39Z [----] followers, [---] engagements

"Nothing tops lululemon buying Mirror tho. Fire Megan frank and get a real capital allocator in there. CEO blaming shareholders for a bad acquisition is a first $CROX https://t.co/7qJ65EAmZB CEO blaming shareholders for a bad acquisition is a first $CROX https://t.co/7qJ65EAmZB"
X Link 2025-09-04T19:03Z [----] followers, [----] engagements

"CEO blaming shareholders for a bad acquisition is a first $CROX"
X Link 2025-09-04T18:50Z 23.4K followers, 74.8K engagements

"@bucketshopcap I think one of my goals is more so have majority of my assets eventually indexed but a little part of me will always invest in individuals securities. Less stress more family. Plan right. It also doesnt feel like work for me I love it too much"
X Link 2025-01-31T18:07Z [----] followers, [----] engagements

"Ive been pricing cars for over a month now bored of the Tesla and wanna drive something different now (preferably go back to a standard) but holy shit the prices of these cars used and new is absurd"
X Link 2024-10-14T11:45Z [----] followers, [---] engagements

"TWR's ending 7-31-2025 (Fidelity) Inception April [----]. 10YR CAGR 26.73% inception 23.08% YTD 25.29% After sizing up on my highest conviction over the past few months I trimmed it back pretty heavily and bought some new names"
X Link 2025-08-02T11:55Z [----] followers, [----] engagements

"Selling my car to Carvana has been an absolute pain in the ass fuck this company"
X Link 2024-12-26T14:29Z [----] followers, [---] engagements

"$lulu rallied roughly 67% last year from beg of August to beg dec not saying history repeats but I think a BTE or simply reiterated topline / bottom line (new buyback auth) feel like downside risk has been very priced in. Needham coming in today lowering PT on the same"
X Link 2025-08-29T16:33Z [----] followers, [----] engagements

"The incredible lack of research & due diligence here is incredible. $HSY Hersheys just reported revenue declines of 17%. CEO said consumers arent spending as much anymore. Either the CEO is saying that as a way to justify the decline and people are buying other types of chocolate or the consumer is really weakening. $HSY CEO: "Todays $HSY Hersheys just reported revenue declines of 17%. CEO said consumers arent spending as much anymore. Either the CEO is saying that as a way to justify the decline and people are buying other types of chocolate or the consumer is really weakening. $HSY CEO:"
X Link 2024-08-01T13:05Z [----] followers, [----] engagements

"$HSY Hersheys just reported revenue declines of 17%. CEO said consumers arent spending as much anymore. Either the CEO is saying that as a way to justify the decline and people are buying other types of chocolate or the consumer is really weakening. $HSY CEO: "Todays operating environment remains dynamic with consumers pulling back on discretionary spending. Our business has been impacted by these trends. https://twitter.com/i/web/status/1818977537013231783 https://twitter.com/i/web/status/1818977537013231783"
X Link 2024-08-01T11:50Z 326.4K followers, 61.8K engagements

"@jbulltard1 500k but probably [--] followers are real and not bought. lol"
X Link 2024-06-13T13:17Z [----] followers, [---] engagements

"Holy fuck Starbucks $SBUX Nice"
X Link 2024-08-13T12:07Z [----] followers, [---] engagements

"@KoyfinCharts it probably moves one way or the other"
X Link 2025-09-03T16:14Z [----] followers, [---] engagements

"Lululemon because no matter who wins womens tonka trucks look good in them So uh what stocks are we buying So uh what stocks are we buying"
X Link 2024-11-05T23:05Z [----] followers, [----] engagements

"So uh what stocks are we buying"
X Link 2024-11-05T15:06Z 23.3K followers, [----] engagements

"The biggest fucking problem is making retards like this rich in the first place. Then because they have money and they think theyre fucking smart. But really theyre dumb as a bag of rocks so they have to sell ass. Eventually itll all burn down. Hey theres a bubble https://t.co/GGe4x0xtG6 Hey theres a bubble https://t.co/GGe4x0xtG6"
X Link 2025-08-28T23:09Z [----] followers, [---] engagements

"Hey theres a bubble"
X Link 2025-08-28T03:19Z 474.3K followers, 790.8K engagements

"Wifey and I planned on doing an extension to our current house however the perfect house popped up and priced dropped 5% [--] weeks after listing we toured it we understand why it dropped and it needs to drop more so we started with a complete low ball offer"
X Link 2024-07-10T12:24Z [----] followers, [---] engagements

"@WolfofMStreet They have had over [--] decades to be disrupted I guess But agree its the biggest risk. Im not a fashion person I dont wear LuLu but the numbers are impressive"
X Link 2024-04-05T13:08Z [----] followers, [----] engagements

"This Sydney Sweeney stuff is showing who suffers from a severe mental illness and who doesnt"
X Link 2025-07-29T22:02Z [----] followers, [---] engagements

"@InvestmentTalkk Id argue LULU is going to do very well"
X Link 2024-05-23T13:01Z [----] followers, [----] engagements

"I am fully committed to creating my modern day Berkshire. It will be called Never Hedge Capital Holdings LLC. Min investment is $50"
X Link 2025-02-19T01:17Z [----] followers, [---] engagements

"Thank you everyone for explaining why futures are up I am sure this changes your long-term thesis on the businesses you own"
X Link 2025-04-23T10:19Z [----] followers, [----] engagements

"Are you fucking kidding me with this tweet 😂 $LULU Lulu lemon is touted as one of the biggest multibagger. But stock is only up 18X over last [--] years. That is just 18.5% CAGR which is good but not great $LULU Lulu lemon is touted as one of the biggest multibagger. But stock is only up 18X over last [--] years. That is just 18.5% CAGR which is good but not great"
X Link 2024-09-20T15:10Z [----] followers, [---] engagements

"$LULU Lulu lemon is touted as one of the biggest multibagger. But stock is only up 18X over last [--] years. That is just 18.5% CAGR which is good but not great"
X Link 2024-09-20T14:08Z [----] followers, [----] engagements

"dude shut the fuck up i always wanted to write a six-word story. here it is: ___ near the singularity; unclear which side. i always wanted to write a six-word story. here it is: ___ near the singularity; unclear which side"
X Link 2025-01-06T01:49Z [----] followers, [---] engagements

"i always wanted to write a six-word story. here it is: ___ near the singularity; unclear which side"
X Link 2025-01-04T18:00Z 4.4M followers, 4.9M engagements

"@Rebrand_As_Y I dont look NTM to begin with. Im talking longer term 5+ years interested in FCF durability and ability to maintain mid 50s GMs. Personally wouldnt pay more than 25x high end I am thinking 18-20x eps. but need to find that [----] EPS. DD just started today"
X Link 2024-04-05T18:26Z [----] followers, [----] engagements

"Heading to fam vaca in Turks. Will be mia for a week and a half. Bye"
X Link 2025-06-03T20:43Z [----] followers, [---] engagements

"@SixSigmaCapital Apple traded at 32x FY2 eps in August [----] stock is 82%+ higher and now trading at 32x FY2 EPS estimates"
X Link 2024-07-11T17:35Z [----] followers, [----] engagements

"Druck talking bull flags what a dawg"
X Link 2024-11-07T14:26Z [----] followers, [---] engagements

"@jbulltard1 These charts are so fucking funny to me. Was Apple spitting $100b in FCF in [----] Cant remember I was [--] years old"
X Link 2024-06-02T12:46Z [----] followers, [---] engagements

"@jbulltard1 GAAP op income crushed by like $3b those op margins crushed expectations"
X Link 2024-04-25T20:11Z [----] followers, [---] engagements

"Why does no one on this website talk about $AVGO Hock Tan is a legend"
X Link 2024-07-16T14:20Z [----] followers, [----] engagements

"Brother what I always buy $IVV in my Roth. It tracks the S&P [---]. Just found out there is a 3x S&P ETF $UPRO. For long term why would someone not hold 3x S&P ETF What am I missing https://t.co/LlLhMgyk3V I always buy $IVV in my Roth. It tracks the S&P [---]. Just found out there is a 3x S&P ETF $UPRO. For long term why would someone not hold 3x S&P ETF What am I missing https://t.co/LlLhMgyk3V"
X Link 2025-03-20T16:18Z [----] followers, [---] engagements

"I always buy $IVV in my Roth. It tracks the S&P [---]. Just found out there is a 3x S&P ETF $UPRO. For long term why would someone not hold 3x S&P ETF What am I missing"
X Link 2025-03-19T22:00Z 158.6K followers, 215.6K engagements

"After reading every fintwit analysts political takes for the past month"
X Link 2025-04-15T02:10Z [----] followers, [---] engagements

"This is actually hilarious"
X Link 2024-08-09T16:54Z [----] followers, [---] engagements

"How do they actually allow Cathie Wood to go on CNBC anymore"
X Link 2024-10-04T19:35Z [----] followers, [---] engagements

"Theres other semi solutions that arent NVDA. Also AVGO has been a powerhouse for years that no one on here talks about MF will be back to spitting off 50% FCF margins in no time. Im genuinely not following this. How did $AVGO add a quarter of a trillion dollars off its earnings last night Im genuinely not following this. How did $AVGO add a quarter of a trillion dollars off its earnings last night"
X Link 2024-12-14T16:42Z [----] followers, [----] engagements

"Im genuinely not following this. How did $AVGO add a quarter of a trillion dollars off its earnings last night"
X Link 2024-12-13T19:32Z 39.6K followers, 111K engagements

"Imagine thinking you need a Bloomberg terminal to be an investor/analyst"
X Link 2025-01-15T13:21Z [----] followers, [----] engagements

"@jbulltard1 yes. yes 100%"
X Link 2024-05-08T17:45Z [----] followers, [---] engagements

"Yesterday I told my [--] year old that we are going to start giving her more chores to do around the house and Ill pay her $5 a week if she does them. Her response I have money"
X Link 2025-01-20T13:51Z [----] followers, [---] engagements

"Jan [----] $SBUX calls are gonna be cheddar"
X Link 2024-08-09T21:00Z [----] followers, [---] engagements

"Goal is one book a month this year. January: @lundeen_ne @ginkgo_cap rec"
X Link 2025-02-01T12:24Z [----] followers, [---] engagements

"Seeing war in real time on the internet still wild to me. Casually just seeing videos of missiles blowing shit up drones etc death"
X Link 2024-11-21T19:57Z [----] followers, [---] engagements

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