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@sadandlonely_69 "When are we putting $APO into the nothing ever happens portfolio Shit getting rocked because of some random sun-prime auto lender blowing up is prime entry event for nothing ever happens. Dooooonnnnntttt carrrrreeeeeeee"
X Link @sadandlonely_69 2025-10-09T18:00Z XXX followers, 3022 engagements

"Under XX Alcohol Spending as a % of income historically correlates with the u25 unemployment rate very well. If I was XX living with my parents with no job & no money and prices were going up then I also wouldn't drink any alcohol $BUD $DEO $BF $TAP"
X Link @sadandlonely_69 2025-09-24T18:24Z XXX followers, XXX engagements

"@Rory_Johnston This isnt fair. Frequently its Bayway too"
X Link @sadandlonely_69 2025-10-17T15:30Z XXX followers, XX engagements

"Everyone knows I despise $TDG as a toxic cancer on the aerospace sector. But if TDG is out here doing dividend recaps after a XX% sell off on OE then its a buy. I dont make the rules 🤷♂"
X Link @sadandlonely_69 2025-08-13T15:22Z XXX followers, XXX engagements

"@JerryCap The CRE market is definitively starting to open up. Meanwhile the expected lifespan of the existing fleet is exploding as $BA and $AIR give up on even pretending to have a new plane before 2040. $CSGP $TDG"
X Link @sadandlonely_69 2025-10-16T14:11Z XXX followers, 1260 engagements

"$IGT / $BRSL is an unbelievable set up here. MASSIVE incoming flow. Comparable to $MPC Speedway and dominates the $RTX post P&W fuck up ASR. Meanwhile valuation on ass dividend just raised and both major lottos are 100mm right now. LONG"
X Link @sadandlonely_69 2025-07-29T13:35Z XXX followers, XXX engagements

"If you dont find it hilarious that the fintwit favorite special situations thesis around a California offshore oil producer (somehow getting Phil Mickelson involved) is getting BLITZED then we cant be friends $SOC"
X Link @sadandlonely_69 2025-10-14T23:15Z XXX followers, 2001 engagements

"I'm generally short $TROW cuz it has no value prop in equities and that will only get worse as the scaled multi strats scale their information advantage into TROW fee pressure. But then I read "The Bogle Effect" and omg i did not realize how assymetric outflows are in down mkts"
X Link @sadandlonely_69 2025-09-23T20:11Z XXX followers, XXX engagements

"$EXPE launched a new credit card program in July XX. $BKNG in Aug XX. As the OTAs become bigger and better flight aggregators their depth of reward applications expands massively over airlines. I dont get why youd continue using an airline CC"
X Link @sadandlonely_69 2025-09-17T17:23Z XXX followers, XXX engagements

"Love $TROW short in spots like this. If market actually goes down retirees panic and rotate into not underperforming passives. And if theres a credit problem all the dogshit expansion at OHA turns into losses. And if the market goes up well the TROW PMs still underweight momo"
X Link @sadandlonely_69 2025-10-10T16:16Z XXX followers, XXX engagements

"Nothing ever happens portfolio notching a very easy win here on $APO. When the street is freaking about a some auto shitco no one's ever heard of or twitter influencers are writing thoughtpieces about $JEF's underwriting standards that's an easy buy the dip & thx for the money"
X Link @sadandlonely_69 2025-10-14T16:46Z XXX followers, XXX engagements

"On $DLTR strong guidance & outlook a friendly reminder that sell side still capitalizes historically trough $DG EBITDA margins for essentially forever"
X Link @sadandlonely_69 2025-10-15T15:09Z XXX followers, XXX engagements

"So sell side axed chems 2025 rightfully so but only moderately to 2026 which means the implied improvement in fundies in 1Q26 is very large for $HUN $CE $DOW $LYB $OLN. Given 1Q seasonality is neutral and cuts take time to hit housing & capex 1Q numbers still need to be lower"
X Link @sadandlonely_69 2025-08-25T21:45Z XXX followers, XXX engagements

"@david_katunaric Rails fall into this category right now $CNI"
X Link @sadandlonely_69 2025-10-13T18:58Z XXX followers, XXX engagements

"@AndrewRangeley @mario_cibelli Im concerned that some of their more recent product moves look a lot like just becoming a bank for their customers. So absorbing credit risk in the search for customers. Appreciate any push back here"
X Link @sadandlonely_69 2025-10-13T23:27Z XXX followers, XXX engagements

"Holding off on alcohol complex for now. Going to wait for X of three buy signals on $BF: Kentucky barrels in storage start falling wholesale spec barrel prices start rising or $BF moves capital allocation to repos in a big way"
X Link @sadandlonely_69 2025-09-29T15:02Z XXX followers, XXX engagements

"@taobanker $CNI is better. Alberta is actually seeing real industrial volume opportunity. NGL exports via the west coast. Huge mines coming on in 2026. Data center build out moving north to NAMs cheapest gas"
X Link @sadandlonely_69 2025-10-11T16:24Z XXX followers, 2408 engagements

"A completely dead industrial & hard goods economy + NAM refineries running at max utilization is not classically thought of as a favorable set up for refining $PBF $VLO $MPC"
X Link @sadandlonely_69 2025-10-01T13:54Z XXX followers, XXX engagements

"Sell side assumes EBITDA margins below historical averages basically forever for $BF. Set up reminds me a lot of $DG last fall"
X Link @sadandlonely_69 2025-09-26T18:27Z XXX followers, XXX engagements