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@ValleyFallsRI "@mudsandwiches Goldman Sachs Tech conference last month"
X Link @ValleyFallsRI 2025-10-14T15:33Z XXX followers, X engagements

"$BOOT stores do $XXX mill in revenue the first year they open. Once open and "mature" the do closer to $XXX million"
X Link @ValleyFallsRI 2025-09-16T13:19Z XXX followers, XXX engagements

"Back when Nacco spun out $HBB in 2017 they said in their Q3 press release that being a public company would cost them $X mill per year . As an independent public company Hamilton Beach Holding expects to incur annual incremental expenses of up to $XXX millionpre-tax for the normal and customary expenses associated with being a public company such as expenses related to its public reporting obligations directors fees and insurance"
X Link @ValleyFallsRI 2025-10-03T01:25Z XXX followers, XXX engagements

"I went to San Francisco a few weeks back and looked at getting an Airbnb. For whatever reason I ended up booking a hotel (Hyatt) in Union Square - through the Airbnb app. Good experience no issues hotel checked me in and never mentioned Airbnb"
X Link @ValleyFallsRI 2025-10-13T17:52Z XXX followers, XXX engagements

"Stores that served a higher concentration of Hispanics underperformed at $ROST"
X Link @ValleyFallsRI 2025-09-12T13:44Z XXX followers, XXX engagements

"$BOOT Boot Barn guiding for $XXX mill in net income for fiscal year 2026. $XXX bill market cap. At some point this company hits a brick wall and the stock collapses. Who is buying all these boots and western wear"
X Link @ValleyFallsRI 2025-09-15T13:48Z XXX followers, XXX engagements

"Brian Chesky at Airbnb echoing similar sentiments that Joe Tsai @joetsai1999 expressed regarding AI"
X Link @ValleyFallsRI 2025-10-13T18:23Z XXX followers, XXX engagements

""We have no intentions of being the first ones to go out with higher prices. We'll be watching the rest of the retail industry" $ROST commenting on how they will wait for competitors to raise prices first and then they will follow after"
X Link @ValleyFallsRI 2025-09-12T13:47Z XXX followers, XXX engagements

"$ROST guiding for $XXXX in EPS in 2025. EY of X% at todays share price of $XXX. Nothing to get excited about but more attractive than $BURL at a X% yield that includes debt and lower op margins"
X Link @ValleyFallsRI 2025-09-12T13:25Z XXX followers, XXX engagements

"Back in 2023 I guesstimated that $HIFS would have interest earning assets of $XXX billion by year end of 2028. Assuming no increase in the last XX weeks of 2025 and with X years left interest earning assets would have to increase XX% or XX% per year from 2026-2028. NIM of X% on $XXX bill gets you $XXX mill in NII. Est. of $XX mill of operating expenses Operating income of $XXX mill. After tax income of $XXX mill. "Average earning assets" only grew XXX% in 2024. And since Jan 2025 they have only grown XXX% for the first X months. Growth will really have to pick up in 2026 and 2027 for this"
X Link @ValleyFallsRI 2025-10-13T14:13Z XXX followers, XXX engagements

"Chip is an OG clean house at $LULU"
X Link @ValleyFallsRI 2025-10-09T00:51Z XXX followers, 1415 engagements

"$BURL Burlington Stores is going to earn $X per share this year and the share price is $XXX. Who is buying it at 31x forward earnings Sales will only be up X% this year. A mature but still growing company like this should trade at a X% earnings yield"
X Link @ValleyFallsRI 2025-09-11T17:55Z XXX followers, XXX engagements

"Here is a guy who spent a career at Pepsi and then Advance Auto only to jump aboard a ship that was halfway sunk. What does it say about his judgment to accept the offer and become CEO of $LESL Hes either naive and lacks judgement or he is in it for a quick buck"
X Link @ValleyFallsRI 2025-08-09T13:41Z XXX followers, 1108 engagements

"If you told your fellow investor friend that you had a XX% CAGR on a individual stock youve owned for X years what would their reaction be"
X Link @ValleyFallsRI 2025-10-13T00:37Z XXX followers, XXX engagements

"$BOOT has increased their merchandise margin by X% the last X years. Slow and steady each year"
X Link @ValleyFallsRI 2025-09-16T12:57Z XXX followers, XXX engagements

"Why doesnt Airbnb have a tab on their app with short video (reels) of amazing travel experiences @bchesky Customers can upload a video of the cool vacation house they are staying in the ocean the city etc. Then the Airbnb community can see where friends and family are traveling"
X Link @ValleyFallsRI 2025-10-13T18:11Z XXX followers, XXX engagements

"@shortbus_ace What do you make of the dudes like Peter Schiff who live on that shit island for half a year to not pay capital gains"
X Link @ValleyFallsRI 2025-10-12T22:11Z XXX followers, XX engagements

"Net of mitigation efforts $ANF is guiding for $XX million in additional costs from tariffs in 2025 - as of Q2. If you go back to Q4 2024 in their guide they estimate tariffs will cost them $X million for the full year 2025. What a hit to shareholders and consumers alike"
X Link @ValleyFallsRI 2025-10-13T16:07Z XXX followers, XXX engagements

"$ROST explaining their earnings growth equation"
X Link @ValleyFallsRI 2025-09-12T13:55Z XXX followers, XXX engagements

"@naveedlol Shenzhen or Shanghai for X months what are you choosing"
X Link @ValleyFallsRI 2025-10-13T22:11Z XXX followers, XXX engagements

"$COLM Columbia Sportswear down XX% YTD. Tariffs going to hit in the back half and into 2026. CEO said Columbia was the 81st largest duty payer in the U.S"
X Link @ValleyFallsRI 2025-10-01T15:36Z XXX followers, XXX engagements