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@caleb_harbert Caleb HarbertCaleb Harbert posts on X about $kss, debt, $29b, commercial real estate the most. They currently have XXX followers and X posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance XXXXX%
Social topic influence $kss 50%, debt 33.33%, $29b 16.67%, commercial real estate 16.67%, $1919b 16.67%, $1421b 16.67%, $498m 16.67%, $129m 16.67%, butt 16.67%, rates XXXXX%
Top accounts mentioned or mentioned by @kohls @kinggtrades @idknothingleft
Top assets mentioned Kohl's Corporation (KSS)
Top posts by engagements in the last XX hours
"$KSS is the Deep Value that no one is paying attention to. XX% of Net Debt paid off Q2 with X% declining sales and debt overstated by $2.9B $35+ TBV based on massive owned assets predominantly Commercial Real Estate owned free and clear Real EV: 5.7B EV/EBITDA: XXX NOT X I can keep going on and on about this but $KSS is selling at less than HALF its assets value that have also been depreciated off by half. In reality $KSS is selling at .46x dep assets to .23x what assets are most likely worth. Even with the $6-$16 or XXX% return since April lows $KSS still has another XXX% to XXX% to go off"
X Link @caleb_harbert 2025-10-28T15:22Z XXX followers, XXX engagements
"Why I love $kss Outside of massive CRE holdings is bc it has massive discretionary cashflow that is covered up by depreciation. One example the Adjusted Leverages attached show Q2 vs Q1 2025. As you can see change in Net Debt: Q1- $1.919B Q2- $1.421B Paid off $498M or XX% of Net Debt Even removing the one time $129M settlement has very little impact on overall results- adjusted result would have been only $369M or XX% net debt pay down. Why this is relevant Because Im a value investor and really care about destruction of shareholders value. Even with a X% sales decline $kss management posted"
X Link @caleb_harbert 2025-10-03T15:44Z XXX followers, XXX engagements
"I get what youre saying. To me until $KSS proves via earnings otherwise its purely an asset/BV deep value play. Or in Buffets terms a cigar butt that has several puffs left that are worth wayyy more than current MC. If any turn around on the sales side then its a major turn around play and no longer a cigar butt. Also as rates get cut further $kss underlying assets become worth more to the market. Cap Rates are directly correlated to interest rates"
X Link @caleb_harbert 2025-10-29T10:58Z XXX followers, XX engagements