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@stockthoughts81 Avatar @stockthoughts81 Uncovering Value

Uncovering Value posts on X about $cg, $dg, $casy, $kkr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

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Social category influence stocks cryptocurrencies finance celebrities musicians technology brands

Social topic influence $cg, $dg #14, $casy #4, $kkr, $apo, $bam, $bx, 6 months, money, deep dive

Top assets mentioned Carlyle Group, Inc. (CG) Decentral Games (DG) Casey's General Stores, Inc. (CASY) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Brookfield Asset Management Inc (BAM) Blackstone, Inc. (BX) Ares Protocol (ARES) Booking Holdings Inc (BKNG) Expedia Group Inc (EXPE) TJX Companies, Inc. (TJX) SafeMoon (SFM) Burlington Stores, Inc. (BURL) MURPHY USA INC. (MUSA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Me: $DG is up XX% from the lows but still down 50%+ from the Nov 2022 high. Based on the attached document (tweets from last X months) please explain why/what's going on for someone who is catching up. o3: Dollar Generals stock collapse began in late 2022 just after long-time operator Todd Vasos handed the reins to Jeff Owen. Sales growth slowed sharply store standards slipped shrink ballooned and the macro backdrop turned against DGs low-income shopper. By October 2023 the board conceded the experiment had failed and re-installed Vasos but by then the shares had cratered into the mid-$80s"
X Link @stockthoughts81 2025-07-02T19:11Z 10.2K followers, 6850 engagements

"Kicking off a new project: A 5-week deep dive into the world of publicly traded alts. $KKR $CG $APO $BX $BAM I'm writing a newsletter to explore the space as part of a creative program I am doing called Act Two. Im starting with a few open questions & would love your input:"
X Link @stockthoughts81 2025-09-07T22:28Z 10.2K followers, 7837 engagements

"How a convenience store became one of America's largest pizza chains $CASY"
X Link @stockthoughts81 2025-09-10T13:48Z 10.2K followers, 1977 engagements

"Dolly Parton at $DG Dont miss it"
X Link @stockthoughts81 2025-09-26T15:05Z 10.2K followers, XXX engagements

"I am considering narrowing my focus to the publicly traded alternative asset managers. I have two questions (retweets/replies appreciated): 1) What names should I include beyond $KKR $APO $BX $BAM $CG $ARES 2) Any recommended resources I plan on deep diving the space over the next month or two so I'm open to anything. Primers research writeups podcasts news coverage etc. Also please feel free to reach out if you cover the space and want a second opinion on anything. My DMs are open or feel free to email me: stockthoughts81 at gmail dot com"
X Link @stockthoughts81 2025-06-12T19:45Z 10.2K followers, 7625 engagements

"$EXPE and $BKNG make the cut"
X Link @stockthoughts81 2025-10-07T12:21Z 10.2K followers, 1911 engagements

"Carlyle to partner with Red Bull F1 team as private markets look to build brand awareness $CG"
X Link @stockthoughts81 2025-09-09T13:35Z 10.2K followers, XXX engagements

"$CG CEO at the Bernstein Strategic Decisions conference back in May (stock +45% since) "I tried to buy it personally during the sell-off and the lawyers wouldn't let me do it which I think doesn't seem right to me. But anyway I can say that at the conference I think.""
X Link @stockthoughts81 2025-09-14T16:16Z 10.2K followers, 1333 engagements

"@MrJulius007 @AnchorPointEq @310Value $CG looks well positioned via Fortitude Re. As a reinsurer they can pick blocks vs. chase retail volumes - arguably easier to keep pricing discipline (even if reinsurance heats up). YTD theyve closed $8B+; AUM tied to the Fortitude GA advisory is $70.9B (+50% since Apr 22)"
X Link @stockthoughts81 2025-09-14T17:15Z 10.2K followers, XXX engagements

"Any good ideas in the retail space lately Been working on $DG and in the process heard good things about $CASY $BURL $TJX $SFM. TJX and CASY around call it 25x EBIT BURL near 28x. BURL compounded earnings considerably higher over X 10y periods but it was also a turnaround so unsure if that continues. SFM - not really sure what is going on there. Huge run up and now giving a chunk of it back but dont know what caused it in the first place havent followed much"
X Link @stockthoughts81 2025-09-25T16:02Z 10.2K followers, 1147 engagements

"Great new writeup at bottom of thread $CASY $MUSA $ATD"
X Link @stockthoughts81 2025-10-15T20:55Z 10.2K followers, 3538 engagements