@carpool_ceo the_Carpool_CEOthe_Carpool_CEO posts on X about $gultu, $aoiff, $pvl, $pbra the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 22% finance 16% cryptocurrencies 8% technology brands 2% countries 2% currencies 1%
Social topic influence $gultu 21%, $aoiff 17%, $pvl 16%, $pbra 13%, oil 13%, $ectm 12%, $hgtxu 11%, $ptalf 11%, $hun #58, $ec 7%
Top accounts mentioned or mentioned by @gardinerisland @vanktran10 @gwhispero @usroute41 @calvinfroedge @taobanker @blondesnmoney @tonyforever2003 @irbezek @investyman @valuebourne @lunatekfringe @triberuffner @bigcoveranch @patriot1776 @highbrowhaze @bigbamboointern @mrderivatives @xanthusholdings @riceforthought
Top assets mentioned Petroleo Brasileiro S.A.-Petrobras (PBR.A) Huntsman Corporation (HUN) Ecopetrol S.A (EC) ZIM Integrated Shipping Services Ltd. (ZIM) Dow Inc (DOW) LyondellBasell Industries NV (LYB) PolkaBridge (PBR) Campbell Soup Company (CPB) Western Union Co (WU) WEN Token (WEN) Kraft Heinz Co (KHC) Conagra Brands Inc (CAG) General Mills, Inc. (GIS) Kimberly Clark Corp (KMB) PayPal Holdings Inc (PYPL) Cal-Maine Foods Inc (CALM) Civitas Resources, Inc. (CIVI) H&R Block, Inc. (HRB) Mosaic Co (MOS) Kyndryl Holdings, Inc. (KD) AdvanSix Inc. (ASIX) SM Energy Company (SM) Lincoln National Corporation (LNC) 10s (10S) Americold Realty Trust, Inc. (COLD) Lineage, Inc. (LINE) Braskem S.A. American Depositary Shares (BAK) Lumen Technologies Inc (LUMN) Golden Ocean Group Limited Common Stock (GOGL)
Top posts by engagements in the last [--] hours
"Natty gas is mooning- need to take a hard look at the trusts. At first glance $ectm looks cheap but need to study. CC @GardinerIsland"
X Link 2025-11-11T22:45Z [----] followers, [---] engagements
"After [--] months of round [--] of owning $zim I exited the position today with a 32% gain as a risk mgmt move. It had become my largest position by a wide margin. Definitely lots of tailwinds and upside here as well as plenty of geopolitical uncertainty. Hope it sells for $50"
X Link 2026-01-08T22:37Z [----] followers, [----] engagements
"Anybody have some good ideas on stocks near their lows and ripe for selling puts I was selling quite a bit of $zim & the chemical names ($dow $hun $lyb) as of late but looking to expand"
X Link 2026-01-09T15:10Z [----] followers, [----] engagements
"New baby girl born this weekend so was inspired to buy a bunch of beaten down consumer staples. Reasonable share positions with covered calls and sold some LT puts at desired strikes. $CPB $CAG $GIS $KMB $KHC"
X Link 2026-01-12T16:00Z [----] followers, [---] engagements
"Anybody like $usea here The bull market no one has noticed yet. https://t.co/a5yijl3nKR The bull market no one has noticed yet. https://t.co/a5yijl3nKR"
X Link 2026-01-26T03:33Z [----] followers, [---] engagements
"Took a nice position in $mos today"
X Link 2026-01-29T23:27Z [----] followers, [---] engagements
"@calvinfroedge My massive $hun sold put position is having a fun day. $10 2028s still with wild premium"
X Link 2026-02-03T20:31Z [----] followers, [---] engagements
"@blondesnmoney It is wild to see the chaos. $wu was my shining star today 😂"
X Link 2026-02-06T01:46Z [----] followers, [---] engagements
"@Vanktran10 Looking at doing a similar move- may play short and long term"
X Link 2026-02-09T04:12Z [----] followers, [--] engagements
"@Vanktran10 Started long term- $35 strike for $7.10 or around 20% return on overall exposure. Bought back some $wu 7s that I had sold for $1.60 at $0.95 to keep overall exposure flat"
X Link 2026-02-09T15:23Z [----] followers, [--] engagements
"@Vanktran10 Agreed similar put exposure now on both with the exception that I also own a nice slug of $wu commons around an $8 avg"
X Link 2026-02-09T15:54Z [----] followers, [--] engagements
"@calvinfroedge $10 [----] $hun puts still commanding wild premium"
X Link 2026-02-11T00:47Z [----] followers, [---] engagements
"@Mr_Derivatives Sold puts on $kd and $pypl"
X Link 2026-02-11T01:57Z [----] followers, [---] engagements
"@blondesnmoney Well I bought a little starter position today 😂"
X Link 2026-02-11T21:00Z [----] followers, [---] engagements
"Added some more $asix. TBV $26ish. Current ratio at historic lows"
X Link 2026-02-12T18:20Z [----] followers, [---] engagements
"Anybody on here like $calm I bought a starter position in the low 70s and sold CCs on it. I love their scale balance sheet divi policy and their focus on higher margin offerings. That said the egg chart is tough so I was planning to add a good slug if we see 60s"
X Link 2026-01-17T17:43Z [----] followers, [---] engagements
"Added an @GardinerIsland special- $MEGI to the book. Also added $usea and topped off my $sm / $civi positions. All small"
X Link 2026-01-26T20:00Z [----] followers, [---] engagements
"Anybody taking a stab at BDCs here"
X Link 2026-02-06T14:18Z [----] followers, [---] engagements
"Nibbled at $lnc and $hrb today. Sold a few more long puts in $pypl (only tech in the portfolio) Bought back my $dow sold puts on the move up and sold a few more $hun $10 [----] putsreduced overall exposure in the trade"
X Link 2026-02-11T22:21Z [----] followers, [---] engagements
"$hun down a bunch today- tbv around $11. Very small common position. Very large sold put position on [----] $10s (premium avg around $2.50)"
X Link 2026-02-12T18:16Z [----] followers, [---] engagements
"Whats cheap to buy right now"
X Link 2026-02-13T00:57Z [----] followers, [---] engagements
"@Vanktran10 $hrb running"
X Link 2026-02-13T17:05Z [----] followers, [--] engagements
"Hey @Tonyforever2003 - what do you think of the impact to $pbr is with the VZ news"
X Link 2026-01-03T18:56Z [----] followers, [---] engagements
"@xanthusholdings I own a large slug of $pbr/a and have it as a long term income play- think we see just a near term impact"
X Link 2026-01-03T19:05Z [----] followers, [---] engagements
"@irbezek Where do $pbr and $ec go given these events"
X Link 2026-01-03T19:09Z [----] followers, [----] engagements
"@riceforthought @irbezek Correct- both have their own dynamics as well. Im currently out of $ec and have a decent position in $pbr/a"
X Link 2026-01-03T19:18Z [----] followers, [---] engagements
"@InvestyMan Yep like I said - lots of tailwinds but also a rapidly changing geopolitical landscape. Simply risk mgmt. I hope the $ZIM sale happens"
X Link 2026-01-09T11:49Z [----] followers, [---] engagements
"@CoveredOption How do you think the option conversion at merger would work for this one Sell a $20 1/1/28 $civi put for $4.00. Would the strike stay the same but the # of deliverable shares just change"
X Link 2026-01-09T16:14Z [----] followers, [---] engagements
"@Axtiti @rsnedz @InvestyMan @ZeeContrarian1 I never bought calls on $zim. Held a ton of shares. I sold some calls on them which I closed and still have some sold puts expiring next week (and I started selling those well before the Zee posts). I sold some more expiring today for some beer money"
X Link 2026-01-09T21:30Z [----] followers, [---] engagements
"@value_bourne Took an initial position yesterday. I like the balance sheet & scale. Also HQ is where I grew up"
X Link 2026-01-15T04:18Z [----] followers, [--] engagements
"@Breadcrumb_Cap @value_bourne Theyre going ex divi later this month for $0.72. Its a variable dividend policy. Very strong balance sheet"
X Link 2026-01-15T13:10Z [----] followers, [--] engagements
"@taobanker Also own a slug of $wen - folks may also defer from lower tier restaurants to value-type quick plays as belts tighten. Wendys should survive just fine IMO"
X Link 2026-01-17T19:15Z [----] followers, [---] engagements
"@rdd147 Nice Ive got a decent slug of $wen. Even if it muddles around Im fine collecting the divi and selling s/t covered calls"
X Link 2026-01-17T19:26Z [----] followers, [---] engagements
"@taobanker Im also bullish frozen. Might be wrong but when I think of what frozen food replaces its more the lower tier sit down chains with $15 burgers and chicken tenders. $wen still is quick with $5-$10 options"
X Link 2026-01-17T19:38Z [----] followers, [--] engagements
"@LunatekFringe Agreed. Its going ex divi later this month. If eggs stay here I think the share price might be a little bit challenged so Im holding on adding. That said I like the company"
X Link 2026-01-18T13:21Z [----] followers, [--] engagements
"@TribeRuffner I started a position last week. Love the scale and the balance sheet. Any concern that we see a dip with continued egg price weakness"
X Link 2026-01-20T01:43Z [----] followers, [--] engagements
"@TribeRuffner Agreed"
X Link 2026-01-20T02:01Z [----] followers, [--] engagements
"@traderboog @FahadMaow Great scale and balance sheet. A hold forever position but Im playing some covered call games on it too"
X Link 2026-01-23T00:20Z [----] followers, [--] engagements
"Big hockey stick on $lyb $dow $hun"
X Link 2025-12-10T20:23Z [----] followers, [---] engagements
"Anybody on the network like $rilyz Paid out [----] and priced at half with a coupon in between. Getting some input that once their filings happen it could get pop back quickly"
X Link 2025-09-12T22:22Z [----] followers, [---] engagements
"Bought [----] $rilyz"
X Link 2025-09-15T15:16Z [----] followers, [---] engagements
"Thinking about a $usea play - round [--] $USEA is all over the chart today over 3X volume. I picked more up https://t.co/mHTJ1aeEWd $USEA is all over the chart today over 3X volume. I picked more up https://t.co/mHTJ1aeEWd"
X Link 2025-11-14T22:29Z [----] followers, [---] engagements
"@DjAlexGregory Im on $lyb $dow $hun Own Common & sold puts. $lyb heaviest"
X Link 2025-12-03T03:26Z [----] followers, [---] engagements
"@GardinerIsland Ill take a look I like the holdings although saw a little oil in there"
X Link 2025-12-27T13:24Z [----] followers, [---] engagements
"Added a slug of $cpb pre divi"
X Link 2026-01-07T19:12Z [----] followers, [---] engagements
"@taobanker Agreed on the thesis- I think there will be more simple cooking at home vs lower tier restaurants especially as folks tighten their belts. Im on $cpb $cag $gis $khc $kmb in the staples segment. Also like $line $cold $nmd Starter in $calm as I think egg demand keeps growing"
X Link 2026-01-17T19:13Z [----] followers, [---] engagements
"@bigcoveranch Buying"
X Link 2026-01-30T15:04Z [----] followers, [---] engagements
"@GWhispero @GardinerIsland @mp4995491 Looks like the last few years they front loaded their admin costs in q1 and q2. Total for 2020: $617k Total for 2021: $564k YTD 2022: $396k (with [--] quarters to go) What a sweet deal for the administration"
X Link 2022-07-15T13:31Z [----] followers, [--] engagements
"Quick estimated forward yield snapshot of the trusts that I follow at todays commodity prices: $pvl $sjt $ectm $gultu"
X Link 2022-07-25T10:22Z [----] followers, [--] engagements
"$9 natty @GardinerIsland $ectm a steal right now. $gultu interesting at $0.05"
X Link 2022-07-26T12:03Z [----] followers, [--] engagements
"Each time I buy $ectm $sjt $gultu $pvl I think of the scene in Rounders where all the sharks are at the poker table in Atlantic City. We arent really playing with each other but not against each other either CC @GardinerIsland @astridwilde1 @USRoute41 @GWhispero & others"
X Link 2022-08-05T21:33Z [----] followers, [--] engagements
"Here are my updated estimations for the trusts I follow using static prices of $9.30NG and $86 WTI. $gultu $ectm $pvl $sjt $hgtxu"
X Link 2022-08-16T18:51Z [----] followers, [--] engagements
"@GardinerIsland Ill run an update for all the trusts based on todays close. $pvl and $gultu might be cheapest"
X Link 2022-08-19T21:18Z [----] followers, [--] engagements
"Im really going to think hard this weekend about another big $gultu add. I have a big position but price is pinned at $0.05 solely due to major holder liquidating"
X Link 2022-08-19T21:33Z [----] followers, [--] engagements
"Here is a summary of my estimated yield analysis using $9.25 NG and $90 oil for the trusts I follow. $gultu seems to be cheapest currently but next divi needs to step up. $pvl is my biggest currently with all theyve invested in capex. Heck of a run this week with $hgtxu"
X Link 2022-08-19T23:09Z [----] followers, [--] engagements
"@GardinerIsland Threw some more $gultu in the til"
X Link 2022-08-22T15:19Z [----] followers, [--] engagements
"Heres an update on my estimations for the trusts I follow using static values for oil and NG. $ectm $hgtxu $gultu all around same estimated yield but less liquid. I bought some $sjt today"
X Link 2022-08-31T18:16Z [----] followers, [--] engagements
"@Patriot____1776 @HighbrowHaze @GardinerIsland I mean avg volume is 220k- they have 8m to sell and have shown their hand that they want to sell. I just think we have a long time staying in the 3s unless oil pops hard and retail volume moons. HUGE wall of shares. Similar to recent $gultu price action. Nothing above $0.05"
X Link 2022-10-08T13:13Z [----] followers, [--] engagements
"@Patriot____1776 @HighbrowHaze @GardinerIsland Feels just like whats happening at $gultu. And they have tipped their hand at their initial sale area. IMO stuck in $3s for a long while"
X Link 2022-10-08T13:25Z [----] followers, [--] engagements
"@GardinerIsland Threw a little more $gultu and $hgtxu in the satchel"
X Link 2022-10-13T15:10Z [----] followers, [--] engagements
"@Dollar_Bill_100 Ill buy at end of day flush. Trimmed a little on rally except $gultu $hgtxu"
X Link 2022-10-13T15:20Z [----] followers, [--] engagements
"With the NG spike here is a view of the trusts I follow and their estimated/theoretical distribution assumptions using static commodity prices. I primarily use this to figure out whats cheaper than what. DYODD $hgtxu $pvl $gultu $sjt $ectm"
X Link 2022-11-07T12:04Z [----] followers, [--] engagements
"@JRW_in_the_Keys I may throw a big ole slug of $hgtxu and $gultu in the bag if I can get a decent price at open"
X Link 2022-11-13T20:18Z [----] followers, [--] engagements
"Happy Holidays everyone With [----] trading in the books below is my EOM December summary: YTD return on invested capital: +91% (Nov +100% Oct +101% Sept +90%) Current positions (no order): $SHIP $USEA $ZIM $BAK $AOIFF $PBR/a $PTALF $DHC $ILPT $LUMN $PFFA $RITM/d $QRTEP 👇"
X Link 2022-12-30T21:30Z [----] followers, [----] engagements
"Tracker positions: $GOGL $ECTM $GULTU $HGTXU $PVL $SJT $EC Cash + CDs at 46%"
X Link 2022-12-30T21:33Z [----] followers, [---] engagements
"Here is a snapshot of my estimates for the trusts I follow using static commodity prices for a year at $3.60 NG and $74 oil. Nothing looking cheapexcept $sjt possibly given the massive dislocation of the San Juan NG pricing (CC @gardinerisland) $pvl $gultu $sjt $ectm $hgtxu"
X Link 2023-01-06T11:25Z [----] followers, [----] engagements
"@akamaozu @DesatCap Are you sure $chkr sells via the San Juan basin pricing Ive never seen that in a 10k"
X Link 2023-01-31T09:18Z [----] followers, [---] engagements
"@DividendMaster Yes it does. Im thinking $pvl might start looking cheap quickly too. And maybe a new view of $ectm. I think $gultu is a dead duck I need to get meat on the $hgtxu research going. Its cheap but need to see if they got all their skeletons out of the closet"
X Link 2023-08-09T19:19Z [----] followers, [---] engagements
"@GWhispero $gultu"
X Link 2024-11-15T17:37Z [----] followers, [---] engagements
"@GWhispero What stake would $gultu have in it"
X Link 2024-12-24T16:10Z [----] followers, [---] engagements
"@GWhispero Secret is out with $gultu 2x since early November"
X Link 2024-12-24T16:13Z [----] followers, [---] engagements
"@USRoute41 Gimme $zim and $pbra"
X Link 2025-01-29T01:02Z [----] followers, [---] engagements
"$ectm with the divi announcement is starting to look attractive againmaybe What say you @GardinerIsland"
X Link 2025-02-19T22:58Z [----] followers, [---] engagements
"Anybody got their best bdc favorites $ofs"
X Link 2025-10-05T22:42Z [----] followers, [---] engagements
"@GardinerIsland $ectm the play"
X Link 2025-11-17T18:00Z [----] followers, [---] engagements
"@GardinerIsland Still a discount to nav on $ggn- you like it here given metals prices"
X Link 2025-12-27T02:14Z [----] followers, [---] engagements
"Hey #fintwit network- Ive got about 5% mining in my portfolio which has done well. Anybody have some cheap tickets that havent caught up to this silver run Potentially looking at $gnt & $ggn as plays (thx @GardinerIsland) and selling some lower strike puts on the big miners"
X Link 2025-12-28T13:58Z [----] followers, [---] engagements
"@calvinfroedge Started selling $hun puts in December. Even now $hun sold put premium as a % of exposure is outstanding"
X Link 2026-01-14T22:41Z [----] followers, [---] engagements
"@ed_fin $usea"
X Link 2026-01-26T02:59Z [----] followers, [--] engagements
"This means lots and lots of dividends for oil stocks $pbr $pvl $aoiff $ptalf $tga The Oil Market Is Going To Be Rangebound (🔓) https://t.co/j2qL0Io66S The Oil Market Is Going To Be Rangebound (🔓) https://t.co/j2qL0Io66S"
X Link 2022-06-29T20:45Z [----] followers, [--] engagements
"$aoiff An Open Letter to the Board of Directors of Africa Oil Corporation $AOI https://t.co/QZxwTaktjW An Open Letter to the Board of Directors of Africa Oil Corporation $AOI https://t.co/QZxwTaktjW"
X Link 2022-07-06T12:30Z [----] followers, [--] engagements
"@GardinerIsland $pbr $pvl $aoiff $ptalf all play well here"
X Link 2022-08-13T01:04Z [----] followers, [--] engagements
"Im riding $pbr/a and $pvl as my primary oil plays (heavy positions). Also a few long shots in the satchel (small positions): $aoiff - no debt massive oil potential $ptalf - should be debt free by EOY & begin divis $vtnr - mgmt blew it last quarter but large asset potential 😂 https://t.co/YKRAHbAGl7 😂 https://t.co/YKRAHbAGl7"
X Link 2022-08-21T14:11Z [----] followers, [--] engagements
"Long $pvl $pbr/a $aoiff $ptalf The "shocking problem" in oil supply right now. @crudegusher drills into the issues facing the energy market. $WTI https://t.co/cwKdaRO5e3 The "shocking problem" in oil supply right now. @crudegusher drills into the issues facing the energy market. $WTI https://t.co/cwKdaRO5e3"
X Link 2022-08-24T00:18Z [----] followers, [--] engagements
"Might throw a little more in the satchel today if we see a pullback $aoiff"
X Link 2022-10-11T10:38Z [----] followers, [--] engagements
"Makes me like my positions in $aoiff $ptalf $pbr/a $pvl BASED Jamie Dimon reemerges drops uncomfortable truth bombs: "We're getting energy completely wrong." Dimon argues the "green" energy fantasy has made the climate WORSE. We have it "completely backwards." https://t.co/La37VTA7CT BASED Jamie Dimon reemerges drops uncomfortable truth bombs: "We're getting energy completely wrong." Dimon argues the "green" energy fantasy has made the climate WORSE. We have it "completely backwards." https://t.co/La37VTA7CT"
X Link 2022-10-11T21:32Z [----] followers, [--] engagements
"One of my three foreign oil plays $ptalf $aoiff $pbr/a A new research note from Peel Hunt. The firm have a TP on the shares of 110p (currently trading at ca.40p) & state: PTAL remains in a strong financial position which should result in it moving into net cash by year end & being entirely debt free in 1Q23E. A new research note from Peel Hunt. The firm have a TP on the shares of 110p (currently trading at ca.40p) & state: PTAL remains in a strong financial position which should result in it moving into net cash by year end & being entirely debt free in 1Q23E"
X Link 2022-10-20T11:51Z [----] followers, [--] engagements
"$aoiff has been on a nice run with the buybacks/cancellations. Has become a sizeable position. No debt lots of cash flowing interests and a few pending home run plays 🤷♂"
X Link 2022-10-25T16:16Z [----] followers, [--] engagements
"I think Ill buy more oil today. $aoiff - the buybacks have a long way to go $ptalf - strong production from new online well $pbr/a - massive divi announced. Run Forrest run $vtnr - Ill buy after their dud earnings release next week"
X Link 2022-11-04T10:00Z [----] followers, [--] engagements
"@LunatekFringe Oil: $aoiff $ptalf $pbr/a $ec (watching $pvl) NG: cheapest is $hgtxu IMO"
X Link 2022-11-04T12:01Z [----] followers, [--] engagements
"WellIll just buy more oil 🤷♂ $aoiff $ptalf $ec $pvl $pbr/a *Yellen: U.S. Could Tap Strategic Petroleum Reserve if Russia Cuts Off Oil Exports -- WSJ Another brilliant plan *Yellen: U.S. Could Tap Strategic Petroleum Reserve if Russia Cuts Off Oil Exports -- WSJ Another brilliant plan"
X Link 2022-11-13T16:30Z [----] followers, [--] engagements
"Added 30% more $aoiff at $2.13-$2.16. Theyre still buying back shares guys (and have been buying in $2.40s)"
X Link 2022-11-18T15:15Z [----] followers, [--] engagements
"@GardinerIsland @USRoute41 @LogicalNumbers For energy Ive still got a bunch of $pbr/a $aoiff $ptalf & watching $ec- first time in a long while I didnt have a good natty gas hedge for my laundromats 😂"
X Link 2022-12-29T17:59Z [----] followers, [---] engagements
"$aoiff $aoi.to restarted their buyback activity a bit. https://africaoilcorp.com/site/assets/files/1796/africa_oil_corp__africa_oil_announces_results_of_share_buyback_p.pdf https://africaoilcorp.com/site/assets/files/1796/africa_oil_corp__africa_oil_announces_results_of_share_buyback_p.pdf"
X Link 2023-01-16T14:11Z [----] followers, [---] engagements
"Thats a bingo $ec $pbr/a $aoiff NO APRIL FOOLS DAY 🔥 [---] million b/d additional production cuts proposed by certain OPEC+ members RUS: [------] KSA: [------] IRQ: [------] UAE: [------] KWT: [------] KZT: [-----] Oman: [-----] Total: [-------] Will go up as more nations announce #OOTT #Oil NO APRIL FOOLS DAY 🔥 [---] million b/d additional production cuts proposed by certain OPEC+ members RUS: [------] KSA: [------] IRQ: [------] UAE: [------] KWT: [------] KZT: [-----] Oman: [-----] Total: [-------] Will go up as more nations announce #OOTT #Oil"
X Link 2023-04-02T14:55Z [----] followers, [----] engagements
"Chemicals guys going bananas $lyb $hun $dow $hun sold puts still bringing strong premium"
X Link 2026-01-14T18:49Z [----] followers, [---] engagements
"Anybody else think $vale is still cheap here I own a good slug"
X Link 2026-01-19T01:18Z [----] followers, [----] engagements
"Feels like $rio is setup for a banger 2H earnings and updated set of metal assumptions"
X Link 2026-01-20T02:45Z [----] followers, [---] engagements
"Added some $ggn today $GGN at 8% disco and NAV at 9yr high $GGN at 8% disco and NAV at 9yr high"
X Link 2026-01-27T17:23Z [----] followers, [---] engagements
"Anybody selling $unh puts here"
X Link 2026-01-27T22:39Z [----] followers, [----] engagements
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