@jlegacy33 Avatar @jlegacy33 jlegacy33

jlegacy33 posts on X about $pbi, $hlx, has been, $anf 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 17% finance 9% cryptocurrencies 6% technology brands 2% fashion brands 2% celebrities 1%

Social topic influence $pbi 4%, $hlx 4%, has been 3%, $anf 3%, $eat 3%, $urbn 3%, in the 3%, to the 2%, $crgy 2%, $lb 2%

Top accounts mentioned or mentioned by @tidefallcapital @capitalfang @leevalueroach @310value @ron284ron @acidinvestments @sfarringtonbkc @grok @mike10947310 @kingdomcapadv @rationalwalk @joshyoung @michaeljburry @ecommerceshares @altafoxcapital @bizalmanac @puppyeh1 @davidtaggart @brickcities @ncsisa

Top assets mentioned Abercrombie & Fitch Co. (ANF) Brinker International, Inc. (EAT) Urban Outfitters Inc (URBN) Crescent Energy Company (CRGY) LandBridge Company LLC (LB) Resideo Technologies, Inc. Common Stock (REZI) FRMO CORP (FRMO) HORIZON KINETICS HOLDING (HKHC) Roper Technologies Inc (ROP) Tyler Technologies, Inc. (TYL) Amplify Energy Corp. (AMPY) BOOM DAO (BOOM) Kosmos Energy Ltd. (KOS) REI Network (REI) Lyft, Inc. Class A Common Stock (LYFT) Versant Media Group, Inc. Class A Common Stock (VSNT) Asbury Automotive Group, Inc. (ABG) Unifi Protocol DAO (UNFI) Toll Brothers, Inc. (TOL) Steel Dynamics, Inc. (STLD) British American Tobacco (BTI) American Eagle Outfitters (AEO) Lululemon Athletica Inc (LULU) Bumble Inc. (BMBL) Texas Instruments (TXN) Motorola Solutions Inc (MSI) Arista Networks Inc (ANET) Hanesbrands Inc. (HBI) Liberty Energy Inc. (LBRT) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Doug The Duck (DOUG) REV Group, Inc. (REVG) Garrett Motion Inc. Common Stock (GTX) Embraer S.A. (ERJ)

Top Social Posts

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

"RT @FoundersPodcast: What Walt Disney and Steven Spielberg had in common: Relentless self-belief"
X Link 2025-03-30T10:15Z [---] followers, [--] engagements

"took the plunge on some best-in-class VMS names today. welcome $CSU.TO $ROP and $TYL to the portfolio. CSU and ROP are bona fide cheap here. TYL less so but that is one serious moat. as is often the case think mr market has gone too far"
X Link 2026-02-12T02:23Z [---] followers, [---] engagements

"@JoshYoung This is cheating obviously but I am in a bunch of energy names as deep value plays here: $akt/a.to $ampy $bne.to $boom $crgy $esi.to $fec.to $gfr $gte $hpk $joy.to $kos $obe $rei $soil.to $tusk $wti"
X Link 2025-12-16T20:34Z [---] followers, [----] engagements

"@michaeljburry @grok how common is [---] year bond issuance"
X Link 2026-02-09T18:38Z [---] followers, 17.6K engagements

"@ecommerceshares @ecommerceshares $lyft earnings review inbound"
X Link 2026-02-11T13:54Z [---] followers, [--] engagements

"@Mike10947310 @grok what is the nationa security event The airspace in el paso"
X Link 2026-02-11T16:13Z [---] followers, [----] engagements

"@grok @Mike10947310 @grok give me ideas of companies Mike is referring to as beneficiaries. Golden dome participants like $FEIM"
X Link 2026-02-11T16:17Z [---] followers, [---] engagements

"@acidinvestments You got SOLS though didnt you"
X Link 2026-02-12T03:36Z [---] followers, [--] engagements

"@acidinvestments Dont tell that to $vsnt owners"
X Link 2026-02-12T03:59Z [---] followers, [--] engagements

"@kingdomcapadv @SeekingAlpha Thanks for the update. Have a 5% position here largely because of what I perceive to be limited downside and the workout aspect should be totally uncorrelated with the pricey markets"
X Link 2025-01-21T15:17Z [---] followers, [--] engagements

"@rationalwalk FRMO = Financial Risk Managment Org. They have been hard assets / exchanges / and then crypto. Preparing for an inflationary world and sure enough here we are. World has really broken his way"
X Link 2025-01-24T13:12Z [---] followers, [--] engagements

"@ragingbullcap @SFarringtonBKC @danban__ Jeez seems tough to pull a comparison to DDS how many of these situations have played out like that one And how much of the credit goes to the deeply connected & engaged family management & control"
X Link 2025-01-24T19:55Z [---] followers, [---] engagements

"@willrayvalentin @kingdomcapadv is this Landbridge / TPL shade if so I wouldn't view that as any type of short term event driven situation. they require long time horizon"
X Link 2025-02-04T18:06Z [---] followers, [--] engagements

"@SebKrog Disagree unless you capitulate and sell out. [--] years is for sure a reasonable timetable for a thesis to play out. [--] is painful. Buffett says all the time we have a pretty good idea what will happen but have no idea when"
X Link 2025-02-10T17:39Z [---] followers, [---] engagements

"@lundeen_ne $SIRI looks to be waking up on the heels of your selling. You kept just 1/3 Watching for the technicals to confirm a trend changethen might be time to dive in"
X Link 2025-02-10T19:20Z [---] followers, [---] engagements

"@Bonhoeffer_KDS @CDInewsletter Its an interesting case. You attribute 100% of the margin inflection vs well established long term trends to consolidation and operating efficiencies Using $ABG for example: very consistent op % of 3-5.5% 07-19. Spiked 8.7% now back to 7%"
X Link 2025-02-11T15:42Z [---] followers, [--] engagements

"@Ron284Ron Nice thank you. Any guesses as to the catalyst that GAMCO sees here aside from the incredibly cheap stock for a co executing well"
X Link 2025-03-03T13:12Z [---] followers, [---] engagements

"@0xHorseman Disposed of $LB or am i dreaming that you were invested"
X Link 2025-03-03T15:15Z [---] followers, [---] engagements

"@leevalueroach Very long $EVC. Still totally puzzled by post earnings sell off"
X Link 2025-03-12T18:46Z [---] followers, [--] engagements

"@natstewart5 $EVC 🤩"
X Link 2025-03-13T15:40Z [---] followers, [---] engagements

"@orrdavid Waymo is everywhere in SF and it is a very high quality user experience. What are the economics though"
X Link 2025-03-23T11:10Z [---] followers, [---] engagements

"@leevalueroach Biggest wins in total dollar value = $MCS $LB $PBI $UNFI. Only $LB remains in the portfolio"
X Link 2025-04-01T16:37Z [---] followers, [---] engagements

"@TidefallCapital Ok but why bother with such a hard industry"
X Link 2025-05-22T01:59Z [---] followers, [---] engagements

"@AltaFoxCapital @Confidential25 Where was question [--] Assume it had to do with Hasbro"
X Link 2025-06-19T14:18Z [---] followers, [---] engagements

"@TidefallCapital Hard to fathom any more permanent impaired than the shocks to tobacco over time when large taxes implemented etc. Just seems crazy"
X Link 2025-06-20T17:22Z [---] followers, [--] engagements

"@TidefallCapital Sure - next gen became a tailwind for tobacco but point of lindy is that those businesses are probably going to find a lever to pull to figure out how to survive and thrive. BF survived prohibition - not long but gut says they will be ok in the end"
X Link 2025-06-21T12:49Z [---] followers, [--] engagements

"@DalFornoCapital @kingdomcapadv Agree industry structure works in their favor. I live in MN and one of the high quality local grocery players has signs up all over store saying supply shortages due to UNFI issue. Causing real disruption assume at least some risk of some client migration"
X Link 2025-06-23T14:15Z [---] followers, [--] engagements

"@RTelford_invest $NUTX - yes i cheated and screened to find it lol"
X Link 2025-07-01T23:47Z [---] followers, [----] engagements

"@bizalmanac BTW - screening for this returned only [--] names. $TOL is pretty interesting. $STLD is the biggest long term winner of the bunch"
X Link 2025-07-04T12:30Z [---] followers, [---] engagements

"@27XVII $LWAY"
X Link 2025-07-05T21:46Z [---] followers, [---] engagements

"@SFarringtonBKC $HLX"
X Link 2025-07-07T01:42Z [---] followers, [---] engagements

"@leevalueroach ACFN @majgeoinvesting"
X Link 2025-07-29T12:02Z [---] followers, [---] engagements

"@310Value Valuation had gotten over its skis. The size of a drawdown always needs context such as starting valuation levels"
X Link 2025-08-09T14:29Z [---] followers, [---] engagements

"@310Value Do you cover their most recent acquisition in that coverage What did you think of it from an allocation standpoint I know [--] about it - genuine It is obscuring the FCF metric on data aggregators"
X Link 2025-08-09T14:48Z [---] followers, [---] engagements

"@310Value Less important but what do you make of Murray ceasing his like clockwork daily buying at the end of june"
X Link 2025-08-09T14:54Z [---] followers, [---] engagements

"@310Value I guess he hasnt really just shifted to buying his CEF instead"
X Link 2025-08-09T14:56Z [---] followers, [---] engagements

"@JDP223 @310Value good call thanks. anybody in this thread invested in $RCG over the years he has been systematically buying the fund. how has it done for you if so doesn't seem to be a great time to buy with small discount but solid jockey bet DCA'd when it's larger"
X Link 2025-08-09T17:45Z [---] followers, [--] engagements

"@RagingVentures Bill Miller IV now CIO - https://millervalue.com/our-team/ https://millervalue.com/our-team/"
X Link 2025-08-21T15:28Z [---] followers, [--] engagements

"@puppyeh1 Bank account says yes"
X Link 2025-08-22T00:31Z [---] followers, [----] engagements

"@puppyeh1 First heard of him same place i first heard of youroaring kitty. He had seen him have a couple of big wins including party city at the time"
X Link 2025-08-22T00:34Z [---] followers, [--] engagements

"@leevalueroach Banana republic"
X Link 2025-08-25T18:00Z [---] followers, [--] engagements

"@david_katunaric Second $HLX - should be 100% higher"
X Link 2025-08-26T10:47Z [---] followers, [---] engagements

"@waterboycap @JohnHuber72 Valid - I actually made $ in $BTI too but exited too early. It was a lot cheaper than 13x fcf though. Dont get me wrong there is always a price that is attractive. Just has to be real cheap for me to consider going true large cap"
X Link 2025-08-26T19:47Z [---] followers, [---] engagements

"@CapitalFang have been spending time recently studying $ANF and $EAT - fascinating outsized winners in small cap land over the past [--] months. $ANF story seems to be running out of steam. Larger but seems $URBN may be taking the baton. Thoughts on it"
X Link 2025-08-27T12:12Z [---] followers, [---] engagements

"@CapitalFang $URBN still printing double digit growth in revs and gross profits on the yoy quarterlies. $ANF had a great streak that has ended"
X Link 2025-08-27T12:58Z [---] followers, [---] engagements

"@CapitalFang 👍 $ANF and $EAT runs lasted quite a while after hitting highs. Real $ to be made riding an impermanent wave of biz mo"
X Link 2025-08-27T13:38Z [---] followers, [--] engagements

"@CapitalFang I remember you being early on $EAT I believe. Did you stay in it and enjoy the wave of business and share price momentum that has ensued"
X Link 2025-08-27T20:26Z [---] followers, [--] engagements

"@CapitalFang Btw first glance the $URBN numbers look pretty solid Double digit increases yoy comparable store sales up etc. Will have to dig to see what mr market is finding disagreeable. Inventory"
X Link 2025-08-27T20:28Z [---] followers, [--] engagements

"@CapitalFang $AEO seems like it could be shaping up to fit the billwaiting to see at least one blowout quarter"
X Link 2025-08-27T21:26Z [---] followers, [--] engagements

"@ReneSellmann $LULU all day. Much more consistent over time. Double digit grower year in year out for [--] years and wildly profitable w great returns the whole time. Hitting an air pocket here but moat feels much more defensible as a quasi luxury item"
X Link 2025-08-29T11:31Z [---] followers, [---] engagements

"@TidefallCapital @TidefallCapital I have done zero work on $BMBL but I know you have so I thought I'd ask you.the chart is turning super constructive (since june/july) - any updated thoughts or idea what may be turning"
X Link 2025-09-15T15:07Z [---] followers, [---] engagements

"@DavidTaggart @TidefallCapital Ha. Thinking this may be more of a Peter Lynch stock. Cheapish growth backed by scuttlebutt. Phil fisher was texas instruments motorola etc. Jibbitz innovation aside"
X Link 2025-09-17T15:25Z [---] followers, [---] engagements

"@PeterZynch @DavidTaggart @TidefallCapital I am no expert but something like $ANET might be more up Phil Fishers alley"
X Link 2025-09-18T04:17Z [---] followers, [--] engagements

"@TidefallCapital A graph of the long term fundamentals sure looks like a quick fad burst"
X Link 2025-09-30T18:27Z [---] followers, [---] engagements

"@brickcities @TidefallCapital not exactly. that timberland page the co. was forecasted to grow earnings 25% in the current year 15% in the following year and 80% out to the 3-5 year forecast. does not sound like the street was pessimistic and also doesn't sound like current crox setup"
X Link 2025-10-01T18:53Z [---] followers, [--] engagements

"@brickcities @TidefallCapital I would also argue that timberland had a consistently solid operating history aside from [--] bad year before growth inflected up. crox mostly poor history with good bursts mixed in. seems like more of a fad to me"
X Link 2025-10-01T18:55Z [---] followers, [--] engagements

"@CapitalFang obviously these don't all have the same growth profile as FND.most not comparable in that way.but beaten down stalwart types. that group beat the index from here next 12"
X Link 2025-10-06T01:35Z [---] followers, [--] engagements

"@NCSI_SA $PBI - thesis playing out - still a window to get involved before they rid themselves of the bad co. Activist Kurt Wolf has full control and things happening rapidly now"
X Link 2024-07-13T13:19Z [---] followers, [---] engagements

"@NCSI_SA Also $HBI - champion has been an albatross and is coming out of the numbers in the near future. Disc. Long both $PBI and $HBI"
X Link 2024-07-13T13:21Z [---] followers, [---] engagements

"@joinyellowbrick @Whit_Huguley @eriksen_tim thanks - you are doing a great job - keep it up. i am also long $CZBS which of course made it easy to spot the mixup"
X Link 2024-08-26T17:49Z [---] followers, [---] engagements

"@rationalwalk Being the broad thinker you are I think you would really find him interesting. He is wildly intelligent independent thiner. He got involved in BTC back in [----]. Also the biggest long time investor in texas pacific land co"
X Link 2025-01-24T13:07Z [---] followers, [--] engagements

"@rationalwalk This writing a nice brief overview on his btc / crypto take - - FRMO website is an absolute treasure trove. Letters & call transcripts. As is Horizon Kinetics commentaries (his asset mgt firm) https://www.frmocorp.com/_content/letters/2017.pdf https://www.frmocorp.com/_content/letters/2017.pdf"
X Link 2025-01-24T13:11Z [---] followers, [--] engagements

"@Mike10947310 $LBRT Touted as best idea for [----] [--] months ago"
X Link 2025-02-22T18:58Z [---] followers, [---] engagements

"@Ron284Ron Dont like the direction of operating expenses but deferred revenue has climbed substantially this year. Should bode well for the future. Special div soon Long $GWOX"
X Link 2025-03-16T18:57Z [---] followers, [---] engagements

"@bizalmanac @bizalmanac - is it $ALSN"
X Link 2025-07-04T05:53Z [---] followers, [----] engagements

"@lhamtil $DOUG $FPH $PBI $ALCO Some examples of my solid wins YTD outside these themes in small cap land. $REVG would qualify though i sold out too early and no longer hold"
X Link 2025-07-31T17:47Z [---] followers, [---] engagements

"@310Value Btw - dont disagree on buybacks necessarily- managements dont exactly trade in their shares due to technicals but were coming upon levels rarely seen & seem to scream reversal"
X Link 2025-08-09T14:31Z [---] followers, [---] engagements

"@ecommerceshares They need it tho right Coming off their worst q since 2020do we know the cost for these partnerships and what type of returns can be expected from them Going to wait for the #s to inflect positively here. At least [--] blowout turnaround q"
X Link 2025-08-27T13:57Z [---] followers, [----] engagements

"@leevalueroach Eh sure but it is a market of stocks. Things like $HLX and $HTLD are plenty cheap enough to offer compelling returns over the intermediate term. Market doesnt want to wait for recovery"
X Link 2025-08-29T15:49Z [---] followers, [---] engagements

"@lhamtil 👀 $REZI $GTX lets see what happens hereboth trending in the right direction finally"
X Link 2025-09-01T14:37Z [---] followers, [---] engagements

"@CapitalFang nice idea. here are some other former "blue chip quality" names that have traded like crap - ACN ADBE BF.B CHDN CMCSA CPB DEO EXPO FDS GIS HRL IT JJSF JKHY KDP KHC KMX KVUE LULU MORN STZ TGT UPS"
X Link 2025-10-06T01:34Z [---] followers, [---] engagements

"@CapitalFang I think they pretty much always do but at some point there is a price where you hold your nose and buy no Take Brown-Forman. It is a 100+ year old staples company that survived prohibition. have to think they sort things out eventually.even if unclear today"
X Link 2025-10-06T02:02Z [---] followers, [--] engagements

"@TidefallCapital In this one for a trade. Could be painful for a bitbut high quality co with unassailable balance sheet. Hokas are great"
X Link 2025-10-24T13:33Z [---] followers, [---] engagements

"@AltaFoxCapital Connor-you are "houdini" on VIC yes have you spent any time thinking about the run $ERJ has been on Do you recall what made you exit after [--] quarter your great pitch turned out to be early but uptrend started late '22. did you ever think about reentering"
X Link 2025-11-02T13:42Z [---] followers, [--] engagements

"@jtourzan @compound248 nonsense. the difference in price point for Heinz vs. alternatives is marginal and I for one won't settle for any other ketchup. same applies to bounty for paper towels charmin for TP etc. maybe we'd come off of Tide in a pinch"
X Link 2025-11-02T14:53Z [---] followers, [--] engagements

"@AlexanderSoros @ZohranKMamdani Hahaha"
X Link 2025-11-05T13:51Z [---] followers, [--] engagements

"@leevalueroach $GTN has roundtripped its gainswonder what it takes to sustain any momentum"
X Link 2025-11-07T16:42Z [---] followers, [---] engagements

"@SFarringtonBKC The gold to oil ratio is telling and is going to have to be reconciled. My top [--] positions atm are $HLX and $OXY. Dont know how long ill have to wait for the market to respect the real economic value of their assets but content to chill & wait for it"
X Link 2025-11-08T00:24Z [---] followers, [---] engagements

"@SFarringtonBKC Oops fiserv"
X Link 2025-11-14T00:24Z [---] followers, [---] engagements

"@F_Compounders Not hard to see the appeal. Growing earnings and book value with double digit ROEs trading at 6x earnings and 1x book at the highs"
X Link 2025-11-15T23:13Z [---] followers, [---] engagements

"@Investor_NICK_ What show"
X Link 2025-11-23T01:54Z [---] followers, [---] engagements

"@jbulltard1 Probably correct here sir but when does the free cash flow"
X Link 2025-11-23T03:17Z [---] followers, [---] engagements

"@leevalueroach How about $OLN as a second order beneficiary"
X Link 2025-12-05T18:40Z [---] followers, [---] engagements

"@buccocapital Great salads really slick UX/UI expensive and they probably still lose $ on the salad i get. Probably not a biz model built to sustain real profit margins"
X Link 2025-12-15T20:00Z [---] followers, [---] engagements

"@cndlollapalooza just came across your handle while searching for posts about Wild Brain.your first post in a looong time seems noteworthy:) love to hear / read your thesis or thoughts after the peanuts transaction.beyond this prediction"
X Link 2025-12-20T21:31Z [---] followers, [--] engagements

"@finance_schmidt he had also filed a 13D on $PODC"
X Link 2025-12-28T06:41Z [---] followers, [--] engagements

"@rubicon59 @FromWhiteCastle what are the insiders doing"
X Link 2026-01-08T19:17Z [---] followers, [---] engagements

"Annual pilgrimage to the mecca for capitalists. This one hits different. RIP Charlie - not the same without you. Grateful to still have WEB in fine form"
X Link 2024-05-04T14:28Z [---] followers, [---] engagements

"OXY is super cheap against replacement cost here. Ought to do well looking 3-5 years out vs a market that figures to struggle"
X Link 2025-11-05T17:12Z [---] followers, [---] engagements

"David Byrnes Who Is The Sky Tour was an absolute joy. Spectacular"
X Link 2025-11-05T20:39Z [---] followers, [---] engagements

"I for one am thoroughly enjoying the flurry of activity from @michaeljburry - excited to see what comes next"
X Link 2025-11-20T01:19Z [---] followers, [---] engagements

"Re-entering $MCS herestock is trading right around book value q4 box office has been strong and [----] slate looks solid. Co. Buying back shares. Fan of their theaters think they do a nice job. I like it for a move north of $20 next 3-6 mos"
X Link 2025-12-31T17:48Z [---] followers, [----] engagements

"Did very well in the name in [----] almost bottom ($10) and top ($21.50) ticked it"
X Link 2025-12-31T17:51Z [---] followers, [---] engagements

"Would like to see the @Timberwolves trade for Tre Jones. Rob + Lenny + pick sufficient for Bulls"
X Link 2026-01-22T01:09Z [---] followers, [---] engagements

"@joinyellowbrick @AtaiCapital @Whit_Huguley That writeup has to be for $CZBS - not $CFG"
X Link 2024-08-26T16:05Z [---] followers, [---] engagements

"@Ron284Ron @Ron284Ron whats up with the Murray / hkhc shade Have you read / listened to him much Pretty smart dude. In terms of character ever looked @ $FRMO comp"
X Link 2025-08-09T02:11Z [---] followers, [---] engagements

"@Ron284Ron Or $HKHC comp How rare is this Not quite Buffett but cmon"
X Link 2025-08-09T02:14Z [---] followers, [---] engagements

"@Ron284Ron And yes I am long some $FRMO and $HKHC as a hedge and a jockey bet on him and Bregman. Feels like the world has tilted in the direction they thought it could"
X Link 2025-08-09T02:25Z [---] followers, [---] engagements

"@TiehackCapital well the market sure seems to like the news of the $REZI spin"
X Link 2025-09-29T17:04Z [---] followers, [---] engagements

"@JoshYoung haha I forgot to include $ACDC. i'm intentionally spreading around the exposure as I prefer to be broadly diversified in the space. gun to head: the $CRGY chart looks promising and big acquisition of $VTLE"
X Link 2025-12-16T20:40Z [---] followers, [----] engagements

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