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@TeaBagCapital "@DarioCpx Rookie numbers"
X Link @TeaBagCapital 2025-10-20T12:36Z 1429 followers, XXX engagements

"@BubbleBeta @ConsensusGurus @partners_road @HitDaWallAgain Agreed. $CVNA is grossly overpriced does not and will not generate any meaningful cash flow and exists solely to pay fees to DriveTime. It is incentivized to sell as many units as possible make the income statement look good and stay alive"
X Link @TeaBagCapital 2025-10-24T01:59Z 1427 followers, XXX engagements

"@BubbleBeta @WaterworldCapi1 @FLinvestor_ We have been tracking prices for several grocers and the $SFM basket is pretty inline with increases at other stores. I am going with a very high comp comparison as the prime issue. Our traffic data shows pretty stable trends at SFM (other than CA)"
X Link @TeaBagCapital 2025-10-26T13:15Z 1428 followers, XXX engagements

"@WaterworldCapi1 @BubbleBeta @FLinvestor_ Just checked surprisingly in your market $SFM has been outperforming Trader Joes"
X Link @TeaBagCapital 2025-10-26T15:04Z 1428 followers, XXX engagements

"What happens to $SFM stock if it prints a X% to X% comp tomorrow"
X Link @TeaBagCapital 2025-10-29T02:19Z 1428 followers, XXX engagements

"There is a guy who panhandles at my Trader Joes. He has been there for SIX years. Must be a good gig"
X Link @TeaBagCapital 2025-10-29T02:37Z 1429 followers, XXX engagements

"Bad quarter for $CVNA. Contracting margins slowing growth issuing equity and imploding subprime market. $XX billion enterprise value is laughable"
X Link @TeaBagCapital 2025-10-30T02:28Z 1428 followers, 3155 engagements

"@andycyau @MFer_Jones_ @BeckonTim @thebrandonduck @AFMBlog @Ross__Hendricks @JohnPeart61788 @0choLoco What is your take on the cash flow statement"
X Link @TeaBagCapital 2025-10-30T03:18Z 1429 followers, XX engagements

"@depr248 List a few"
X Link @TeaBagCapital 2025-10-30T15:51Z 1428 followers, XXX engagements

"@depr248 Issuing equity is not a positive"
X Link @TeaBagCapital 2025-10-30T15:58Z 1429 followers, XX engagements

"2/3 through the quarter and $CPRT volumes are a disaster"
X Link @TeaBagCapital 2025-09-26T13:19Z 1428 followers, XXX engagements

"Big time share loss is underway. $CPRT"
X Link @TeaBagCapital 2025-09-27T13:18Z 1428 followers, 1030 engagements

"Just remember $CPRT tried to convince you that its competitive advantage was that it owned its real estate. lol"
X Link @TeaBagCapital 2025-09-27T13:20Z 1428 followers, XXX engagements

"@compoundpapi E&C as well. $STRL. Wont end well"
X Link @TeaBagCapital 2025-10-24T22:53Z 1428 followers, XX engagements

"@WaterworldCapi1 @BubbleBeta @FLinvestor_ Definitely ridiculous at $XXX. Ok here. A buy in the $80s. $SFM has a better mouse trap. Consumers love it"
X Link @TeaBagCapital 2025-10-26T14:06Z 1427 followers, XXX engagements

"Why would the world's most profitable and fastest growing used car lot need to issue equity $CVNA"
X Link @TeaBagCapital 2025-10-29T20:18Z 1428 followers, 4446 engagements

"@rule_of_law_guy @ConsensusGurus @SilbergleitJr Surprised they increased the size. What do you make of it"
X Link @TeaBagCapital 2025-10-30T03:19Z 1428 followers, XX engagements

"Can you say capitulation Time to buy $SFM"
X Link @TeaBagCapital 2025-10-30T18:31Z 1428 followers, XXX engagements