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@tierrapartners Avatar @tierrapartners Tierra Partners

Tierra Partners posts on X about $len, $dhi, $hd, $shw the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks X% finance X% cryptocurrencies XXXX%

Social topic influence $len #20, $dhi 1%, $hd 0.67%, $shw 0.67%, $low 0.67%, builders 0.67%, over the 0.67%, $podd 0.67%, 6969 0.33%, $nvr XXXX%

Top accounts mentioned or mentioned by @mortgagetruth @rev_cap @2x4caster @mattscottcap @compoundinglab @revcap @newslambert @maxthecomrade @roguishdavis @denverlabrador @jeffreycpacfa @friedoystercult @gloeschi @310value @semery17 @iridentdefender @compounds365 @loganmohtashami @fishtowncap @mikesimonsen

Top assets mentioned Lennar Corporation (LEN) D R Horton Inc (DHI) Home Depot, Inc. (HD) Sherwin-Williams Co (SHW) Lowes Companies Inc (LOW) Insulet, Corp. (PODD) NVR, Inc. (NVR) Medicalchain (MTN) Fair Isaac, Corp. (FICO) Effect.AI (EFX) KB Home (KBH)

Top Social Posts #

Top posts by engagements in the last XX hours

"$NVR short interest at a 7yr high"
X Link @tierrapartners 2025-10-08T15:50Z 3985 followers, XXX engagements

"$HD $SHW $LOW are almost XX% of $ITB"
X Link @tierrapartners 2025-10-01T20:00Z 3983 followers, XXX engagements

"@mattscottcap Yes. Have had a large allocation to individual builders for X years. TOL DHI PHM GRBK are 30%+ IRRs. They are fantastically run businesses with a wall of demand in front of them and cheap"
X Link @tierrapartners 2025-10-14T17:09Z 3985 followers, XX engagements

"Grok estimates that Marko Kolanovics calls generated an X% annualized over the last 10yrs vs XX% for the S&P. Tbh he was probably even or ahead going into covid. Good example of how digging in your heels just ruins otherwise decent takes"
X Link @tierrapartners 2025-10-12T17:32Z 3985 followers, XXX engagements

"780+ borrowers are almost half of all mortgage originations vs XX% XX years ago"
X Link @tierrapartners 2025-10-11T16:06Z 3985 followers, XXX engagements

"$MTN 1) eliminate the divvy 2) spin out non-mountain ops or better sell it to a SV REIT start-up ex-developable land reserves 3) bring in a new c-suite & 4) get back to basics by investing in mountain ops. The model worked while they were in acquisition mode. But that's over"
X Link @tierrapartners 2025-09-30T13:42Z 3985 followers, XXX engagements

"$DHI is outperforming $LEN because theyve managed the business better over the last few years"
X Link @tierrapartners 2025-09-27T11:48Z 3985 followers, 1467 engagements

"My man says $LEN will trade at 0.4x sales"
X Link @tierrapartners 2025-10-08T16:48Z 3985 followers, 1253 engagements

"$HD bouncing off the 200sma $LOW just under $SHW sells a lot of paint & has a crazy valuation"
X Link @tierrapartners 2025-10-14T14:12Z 3985 followers, XXX engagements

"And this has been at the expense of every other bucket. The primary reasons are Dodd-Frank & underwriting standards that didnt exist pre-GFC. One hand to wonder why underlying credit quality + the implicit GSE guarantee how agency MBS doesnt trade at like 50bps over UST"
X Link @tierrapartners 2025-10-11T16:12Z 3985 followers, XXX engagements

"@malinvested It would be interesting if the Fed did engage on this idea of MBS twist to at least bring in the spread another 30bps or so"
X Link @tierrapartners 2025-10-11T17:32Z 3984 followers, XX engagements

"The laggard of the four horsemen $LEN bounced nicely off the 200sma and now just surfing underneath the 50sma. Probably pops up & over to welcome 4Q"
X Link @tierrapartners 2025-09-30T17:55Z 3985 followers, XXX engagements

"Shot Chaser $FICO"
X Link @tierrapartners 2025-10-07T20:37Z 3984 followers, XXX engagements

"Post-earnings sell side estimates have $LEN '26 EPS +9% plus a current buyback yield of 6.8%. And '27 YoY EPS growth of 31%. I don't make the rules"
X Link @tierrapartners 2025-09-23T13:41Z 3984 followers, XXX engagements

"Last X years even worse at 5%"
X Link @tierrapartners 2025-10-12T17:37Z 3984 followers, XXX engagements

"@mattscottcap Why are there no updates on your $LEN short"
X Link @tierrapartners 2025-10-06T13:10Z 3984 followers, XXX engagements

"BlueOrca's entire bull thesis for EOFlow was this IP lawsuit that ultimately was rejected. Ironically EOFlow couldn't even cough up a nominal bond to proceed. Meanwhile EOFlow is dead in the water & $PODD +100%. Be careful what you take seriously on the intertubes"
X Link @tierrapartners 2025-10-03T12:24Z 3985 followers, XXX engagements

"$DHI one can reasonably argue what a decent forward multiple should be but these guys have managed the last three years spectacularly. And they've demonstrated they will buy shares when price gets irrationally low"
X Link @tierrapartners 2025-10-07T11:47Z 3985 followers, 1270 engagements

"$KBH sales $1.62b vs $1.59b est $XXXX eps vs $XXXX est"
X Link @tierrapartners 2025-09-24T20:11Z 3984 followers, 2739 engagements

"These accounts should just merge"
X Link @tierrapartners 2025-10-13T17:55Z 3983 followers, XXX engagements

"And it's not for lack of awareness. Everybody knows about BTC. They just don't think it's worth $112k"
X Link @tierrapartners 2025-10-14T14:24Z 3985 followers, XXX engagements

"Heckuva candle today $PODD It looked like it was cliff diving to oblivion this morning"
X Link @tierrapartners 2025-10-01T18:39Z 3984 followers, XXX engagements

"$LEN short interest at a 6yr high"
X Link @tierrapartners 2025-10-08T15:48Z 3985 followers, XXX engagements

"I asked @AlphaSenseInc GenAI to estimate $HON's post spin-off valuation estimate & cite comparables. I then asked it to ignore Elliott's letter & rely on comps only; it came up with at least XX% value created from Aersopace alone"
X Link @tierrapartners 2025-09-18T19:55Z 3984 followers, 4167 engagements

"This guy is going to absolutely flip when 10yr yields comes down further and CPI moderates"
X Link @tierrapartners 2025-10-13T09:10Z 3985 followers, XXX engagements

"New Home Sales are +6.5% and +5.4% in the Dallas and Houston markets. New home sales are running +80% vs 2019. Same for SF permits and multifam. h/t @NewsLambert"
X Link @tierrapartners 2025-10-14T13:17Z 3985 followers, XXX engagements

"@mattscottcap I added to LEN last week"
X Link @tierrapartners 2025-10-14T17:10Z 3985 followers, XX engagements

"These are not the kinds of adoption metrics you want to see if the goal is "asset class""
X Link @tierrapartners 2025-10-14T14:22Z 3985 followers, XXX engagements

"$DHI traded like it had a big block waiting for the close kind of day"
X Link @tierrapartners 2025-10-07T20:02Z 3984 followers, XXX engagements