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@CapitalFang "$AHT - Q2 out. Comparable RevPAR down XXX% y/o/y with comparable total revenue up XXX% and comparable Hotel EBITDA up XXX% y/o/y. RevPAR varied by region - X hotels in DC area were down XXX% which may be tied to DOGE. And there's this on more asset sales:"
X Link @CapitalFang 2025-07-31T00:30Z 2285 followers, 1887 engagements

"OK - I'll rank 'em: X. $PRPL - multibagger with sales growth and GM expansion. Doesn't feel too early at all. X. $SNBR - potential multi-bagger if sales return to growth in '26. Risk/reward skews very positive though if strong stomach. X. $WHR - not exciting at all. Pass"
X Link @CapitalFang 2025-07-30T21:44Z 2285 followers, 4226 engagements

"Laughing that I was tagged on this post along with some real investing legends. Not sure I've said much on $SGI (relative to $SNBR or $PRPL) but obviously this stock will be an EPS and buyback powerhouse in an industry recovery. This is where the institutional money will flow"
X Link @CapitalFang 2025-10-12T15:27Z 2286 followers, 1859 engagements

"$AHT with a creative refi of premier Nashville property. Mortgage down by $49M with rate lowered by XXX bps. Offset by preferred equity increase of $53M (and a lower preferred rate of return) - don't know yet if brand new money or if they allocated existing preferred"
X Link @CapitalFang 2025-09-15T22:52Z 2285 followers, 1162 engagements

"$DPZ - update: the franchisees love the "best deal ever""
X Link @CapitalFang 2025-10-14T18:10Z 2286 followers, XXX engagements

""Weight" times at $PTLO just went down 50%"
X Link @CapitalFang 2025-10-13T21:22Z 2286 followers, 1688 engagements

"Taco Sunday. Added to oversold names on Friday that hit ridiculous levels. Still think employment outlook is a problem. Curious to see where the VIX settles out this time around"
X Link @CapitalFang 2025-10-12T20:57Z 2284 followers, 1483 engagements

"After posting on $FND the other day I started looking for other well-known (high-flyerish) names that have been absolutely smoked over the last XX days or so. Not sure it's like buying big tech in late 2022 but generally have done well buying low RSI periods in stuff like this"
X Link @CapitalFang 2025-10-05T00:22Z 2286 followers, 4387 engagements

"@kingdomcapadv Should change ticker to AIA to attract accidental buyers. Might end up where $HBI where it ends up getting acquired at a lower than desired price but worse things than getting a big move "all at once". I'm just sitting in the name watching paint dry"
X Link @CapitalFang 2025-10-13T18:13Z 2286 followers, XXX engagements

"$DPZ - update. Sounds like Q4 is off to a slow start in the US. If the consumer can't spend $XX or less on a large pizza things could get ugly"
X Link @CapitalFang 2025-10-14T13:27Z 2286 followers, 1059 engagements

"$AHT - selling San Diego Residence Inn for $42M. Per last 10-K there's about $28M mortgage balance. So $14Mish of NAV. On X million shares that's about $XXXX per share. On top of several hundred million in actual NAV from recent sales or refinancings. Somebody needs to care"
X Link @CapitalFang 2025-09-11T20:42Z 2285 followers, 3074 engagements

"$AHT - One can be for or against this deployment. I just want Monty to get some high RevPAR group revenue in DC area hotels from it while it lasts"
X Link @CapitalFang 2025-09-04T12:27Z 2286 followers, 1003 engagements

"$FND (2/2) X. Q2 TTM sales per avg store was down XXX% - best number in quite some time. So second derivative has turned positive - does that continue Housing cycle will drive positive SSS on a much larger store base but is that 2026 2027 or never Prob requires QE/YCC. 🤷♂"
X Link @CapitalFang 2025-10-05T19:50Z 2286 followers, XXX engagements

"Guess the Jefferies analyst who downgraded $DLTR to Underperform with a $XX PT last week has some explaining to do. Investor day news is quite good. Appreciate the chance to buy the stock at $XX though"
X Link @CapitalFang 2025-10-15T10:53Z 2286 followers, XXX engagements

"$FND (1/) X. Barring another leg down SSS declines are pretty much done X. Store growth of XX% since XX X. Non-comp productivity is back at XX% after falling below XX% in 2H '23 X. Sales per avg store was $24.6M in XX now $18.6M on TTM basis - down 25%. Where's the bottom"
X Link @CapitalFang 2025-10-05T19:50Z 2286 followers, 2515 engagements

"@ClarkinM My play is more that he'll try to take over $AHT at a premium (but ridiculously low price) once this is done and he gets the termination fee"
X Link @CapitalFang 2025-10-08T01:14Z 2285 followers, XXX engagements

"$CPS - XX% of sales were to $F in 2024 and F150 is the top platform. So stock hammered in the last week as we await implications of Novelis fire. Temporary blip as we await news on the refi. Reminds me of the dip in $UNFI which was an amazing buying opportunity"
X Link @CapitalFang 2025-10-11T16:40Z 2286 followers, 1644 engagements

"Well $AHT has $2.6B of floating rate debt. Nobody cares but they are poised to benefit massively from rate cuts"
X Link @CapitalFang 2025-09-11T12:52Z 2285 followers, 1356 engagements

"Update: $WBA gone. $HBI basically gone. $CPRI seeing signs of life. $VFC still waiting on Vans. $NWL not great but stock over done. I own these X. $NKE still no clue. $AAP trading at 33x earnings with negative FCF - seems nuts given competition"
X Link @CapitalFang 2025-08-14T11:59Z 2285 followers, 6778 engagements

"$CPS - guides to 10-30% EBITDA growth on flattish revenues based of weak vehicle production forecasts for NA and Europe. $600M+ of XXXX% debt due in 2027 (done at time of distress) that should be refinanced at much better rates. Just a matter of time for this coiled spring"
X Link @CapitalFang 2025-02-14T12:55Z 2285 followers, 4632 engagements

"$DPZ XXX% US SSS on top of XXX% last year vs. XXX% on top of XXX% in Q2. So 2-year trend held and the increased promotion stance is working (maybe less so for bottom line of franchisees). Given stock near 52-wk low into the print expect a decent bounce even in a weak tape"
X Link @CapitalFang 2025-10-14T10:42Z 2286 followers, 3025 engagements

"Termination fee on $AHT would be massive as far more hotels under mgmt. Possible route if Monty wants out of the biz entirely. IMO more likely is Monty taking AHT private at premium to current price but huge discount to NAV (see previous estimates). Could also all be BS. 🤷♂"
X Link @CapitalFang 2025-08-26T22:58Z 2285 followers, 1867 engagements

"So Ashford getting $480M from a sale to terminate the management contact. That's a windfall for Monty to take $AHT private. Very positive development here"
X Link @CapitalFang 2025-08-26T22:21Z 2286 followers, 6195 engagements

"$DPZ reports tomorrow morning. No position but seems like they are running the $XXXX unlimited topping promotion continuously (this wasn't done last year). Stock basically at XX week low. Curious to see U.S. SSS number"
X Link @CapitalFang 2025-10-13T22:40Z 2285 followers, 1901 engagements

"Mkt hedges painful until yesterday but have had high conviction the employment data would roll over and wouldn't take much of an "external" shock to bring some volatility back. Will investors look to sell winners now vs. defer to 2026 If nothing else mkt off cruise control"
X Link @CapitalFang 2025-10-11T13:29Z 2285 followers, 2648 engagements

"MONTY X LIFE $AHT $BHR Beyond parody"
X Link @CapitalFang 2025-08-05T17:37Z 2286 followers, 1678 engagements

"At the rate this shit is collapsing it's going to end up being much easier to just buy $HD or $LOW. $HD should probably rebrand from Home Depot to Data Center Depot to juice their stock"
X Link @CapitalFang 2025-10-10T11:07Z 2285 followers, 1479 engagements

"@MVSpelman If Monty/Ashford takes over $AHT there's no termination fee. Snap out of it"
X Link @CapitalFang 2025-08-27T13:17Z 2285 followers, XXX engagements

"Guess it's time to add $FND to the list. Stock chart reflects extreme pessimism for a category leader. Cycle will turn at some point. Feels far less speculative than some of my other plays in the space"
X Link @CapitalFang 2025-10-03T14:24Z 2286 followers, 2866 engagements

"$PLCE - they have revenue opportunities from licensing Gymboree more wholesale etc. But it's f'ing kids apparel - if they said they had a path back to $2B in revs nobody would believe it. Just execute on product and hope for incremental share gains. Know what you own"
X Link @CapitalFang 2025-09-18T15:34Z 2285 followers, 2323 engagements

"$AHT extends highland pool. Appraised asset value of $1.1B with loan balance of $733M so $380M of NAV - market cap of company is $37M. So 10x. Lol"
X Link @CapitalFang 2025-07-30T23:33Z 2285 followers, 1151 engagements

"$AHT / $BHR - Sadly Monty stays in Dallas but the superstars do not"
X Link @CapitalFang 2025-08-29T01:22Z 2286 followers, 1138 engagements