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@k3ithmccullough
"This is a "Show Me and Chase It" market $ADBE $LULU $DECK $FI"
X Link @k3ithmccullough 2025-09-27T18:27Z 2252 followers, XXX engagements
"@kkmaway @FedGuy12 Doesn't fit the narrative"
X Link @k3ithmccullough 2025-10-17T00:53Z 2255 followers, XX engagements
"@Citrini7 LMT earnings call (I think q1) said they had a stockpile that would last more than a year and then declined to give more detail than that"
X Link @k3ithmccullough 2025-10-12T17:53Z 2255 followers, 1057 engagements
"Markets were obviously pricing in a great resurgence of cooking oil imports from China-Trump negotiations to help bring down inflation and allow the Fed to cut XXX bps at the next meeting and unlock the housing market 8d chess"
X Link @k3ithmccullough 2025-10-14T23:58Z 2253 followers, 1166 engagements
"@Investor_NICK_ @OnodaCapital Sorry when a pfp of Charlie Sheen from Wall Street is tweeting about Japanese Bank liquidity ratios I know it is nonsense made to juice the twitter premium payouts and not actionable advice"
X Link @k3ithmccullough 2025-10-17T01:47Z 2255 followers, XX engagements
"That's more like it $LMT"
X Link @k3ithmccullough 2025-10-15T16:16Z 2253 followers, XXX engagements
"Why is $DECK down 4%"
X Link @k3ithmccullough 2025-09-25T17:51Z 2253 followers, 1498 engagements
"Why are all the payments companies cheap right now"
X Link @k3ithmccullough 2025-10-04T20:03Z 2253 followers, XXX engagements
"@FedGuy12 @kkmaway The explanation was that Fishback admitted to sharing the confidential data of his former employer to resolve his lawsuit and agreeing to a court-ordered injunction"
X Link @k3ithmccullough 2025-10-17T00:46Z 2255 followers, XX engagements
"$DECK grew sales XXXXX% through the GFC from the end of 2007 to the end of 2009 with UGGs making up for the weakness of other brands Crazy"
X Link @k3ithmccullough 2025-10-17T01:05Z 2255 followers, XXX engagements
"@trendfollower47 A lot of brands are doing dad shoe their comfort made them stand out even more than a new balance or a Saucony (both also doing well)"
X Link @k3ithmccullough 2025-10-14T18:14Z 2253 followers, XX engagements
"Newest look at the next attempt by $DECK to have a winning super shoe Source:"
X Link @k3ithmccullough 2025-10-13T15:05Z 2254 followers, XXX engagements
"@WarrenPies Not really smart enough to weigh in but ironically $CL seems to be dealing with debasement issues by foreign currency headwinds and commodities continuing to squeeze margins Also tariffs"
X Link @k3ithmccullough 2025-10-15T00:14Z 2255 followers, XXX engagements
"Did this strategy work or backfire for incumbents"
X Link @k3ithmccullough 2025-10-14T23:54Z 2255 followers, XXX engagements
"Margin Call is a fantasy about being a risk analyst whose analysis is taken seriously by bank management"
X Link @k3ithmccullough 2025-10-08T23:58Z 2255 followers, 380.3K engagements
"@jbulltard1 Both parties elect elites not that crazy Would an anti capitalist right winger be someone who took government stakes in corporations raised taxes on global trade and is in the process of implementing price controls"
X Link @k3ithmccullough 2025-10-17T01:13Z 2255 followers, XX engagements
"A lot can be learned by the absolute dominance that Asics corporation has shown in the past five years while $NKE and Adidas have had their missteps Most important I think is their willingness to innovate on new foam technologies"
X Link @k3ithmccullough 2025-10-13T21:38Z 2254 followers, XXX engagements
"JATM is thought to be the classified missile program that cost $LMT over $XXX billion in charges"
X Link @k3ithmccullough 2025-10-16T00:00Z 2253 followers, XXX engagements
"@jbulltard1 Ok glad to see you didn't push back on any of his anticapitalistic policies If literally every Democrat hates Pritzker how is he an elected official in a blue state"
X Link @k3ithmccullough 2025-10-17T01:19Z 2255 followers, XX engagements
""The U-Hawk has so far been an internally funded effort." As much as the stock is lambasted for garbage earnings charges I don't think there is any contest of which prime has the best capital management and balance sheet flexibility $LMT"
X Link @k3ithmccullough 2025-10-13T21:58Z 2253 followers, XXX engagements
"$SPGI DB research Discount to NTM P/E mult X year -X% X year -X% X year -X% XX year X% Pre Covid XX% $MCO was XX% higher post Covid $MSCI X% $FDS -26%"
X Link @k3ithmccullough 2025-09-27T16:45Z 2253 followers, XXX engagements