[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@caleb_harbert
"@babradeys Can you provide a link to where I can find info on what youre saying I need to see the math laid out to understand Thanks for the kind words trying to be as good an investor as possible. Plus I just love investing" @caleb_harbert on X 2025-07-27 20:44:57 UTC XXX followers, XX engagements
"$KSS News: $BLK is the first to disclose but upped their position by another XXX million shares and now owns XX% of @Kohls. Wait until more disclosures come out. 53M shares of 111M shares short as of last report" @caleb_harbert on X 2025-07-18 01:17:36 UTC XXX followers, XXX engagements
"This isnt a brag. Please dont take it that way. $kss open" @caleb_harbert on X 2025-07-22 13:31:04 UTC XXX followers, 83.5K engagements
"$KSS is my favorite deep value play but first one Ive ever invested in that also has pretty significant short squeeze potential. Most recent SI filings show shorts doubled down and increased their position Over that same period stock price rose $XXXX. Now up more than $2" @caleb_harbert on X 2025-07-22 11:06:49 UTC XXX followers, 1522 engagements
"@masked_investor BV is $XX. Still steep discount" @caleb_harbert on X 2025-07-24 18:17:07 UTC XXX followers, XX engagements
"My $kss @Kohls short trap story/hypothesis if I were a large institutional investor with long time horizons and infinite money. This is just a story/idea so take it for what its worth. Completely made up" @caleb_harbert on X 2025-07-26 14:13:19 UTC XXX followers, XXX engagements
"$KSS fyi: were +26% in the last week. B4 last two days trading on average about 5M shares a day with XX% short volume. No idea what actually happened but were still on a great trajectory" @caleb_harbert on X 2025-07-23 22:52:30 UTC XXX followers, 1006 engagements
"@kohls $kss in Speedway For the ugly stepchild of dead B&M retail world and now evidently a meme stock seems like we arent as dirty/dead/irrelevant as the market would like to claim this is on a Thursday around noon" @caleb_harbert on X 2025-07-24 20:51:00 UTC XXX followers, XXX engagements
"Heres my thoughts on $kss @Kohls and the short squeeze and all the hype. Going to beat this like a drum BV is $XX of CRE thats been depreciated by HALF. Do your own DD but even at $XX its selling at a XX% discount to assets. Im a value investor. Not a hype investor" @caleb_harbert on X 2025-07-22 14:54:45 UTC XXX followers, 4860 engagements
"$KSS @Kohls favorite meme yet. $5B to $10B + in CRE bought on average 20-25 years ago and depreciated off by about 1/2 so far nah definitely worth nothing" @caleb_harbert on X 2025-07-17 14:56:50 UTC XXX followers, XXX engagements
"Glad to see the broader market is starting to see $KSS @Kohls turning around. Id suggest going and visiting stores and talking to workers. Here in the Midwest Kolhs seems to be having a lot of success switching to private labels and running their promotions" @caleb_harbert on X 2025-07-08 11:34:04 UTC XXX followers, XXX engagements
"@JonathanCarmel5 @thehirschibar Im not much of a day trader. Ill let everyone know when I sell some so you all know to buy. Anytime I try the trimming and rebuying it skyrockets more" @caleb_harbert on X 2025-07-22 14:49:35 UTC XXX followers, XXX engagements
"Daily $KSS Post: MC $1B P:BV- 0.25x EBITDA $1.256B P:EBITDA 0.8x FCF: $565M P:FCF- 1.85x P:CRE- 0.1-0.2(My own made up metric) Owns $5B-$10B+ in CRE(Ave bought 2005) Real debt of $2B with X debt due till 2030 LoC w/ $1B free of $1.5B 2nd Most Shorted Stock" @caleb_harbert on X 2025-07-09 12:08:58 UTC XXX followers, XXX engagements
"$KSS Daily Post: 13Fs are starting to come out and $BLK upped their position +3.1M shares. Thats just under X% of total shares of @kohls. More to come by midAugust. So 53M shares short. Even $GS upped their bullishness. Again how do shorts cover their position FMV $35-$70" @caleb_harbert on X 2025-07-18 12:49:24 UTC XXX followers, XXX engagements
"@badvalla40301 One of my ffavs is $SD and love oil COs so always like looking" @caleb_harbert on X 2025-07-22 21:05:06 UTC XXX followers, XX engagements
"@LivingITMoney They burned almost $700M TTM and $279M last quarter alone. They have $596M in cash. Thats less than XX months runway at current burns. How" @caleb_harbert on X 2025-07-19 20:34:03 UTC XXX followers, XX engagements
"There are a lot of potential catalysts: i think $kss next earnings surprise is the easiest to guess coming up. They announced an SPV in May and rolled XX of XX DCs into it so something is brewing there. My Reddit group found XX listings of out lots at @kohls sites. Rate drops will be big etc" @caleb_harbert on X 2025-07-24 12:29:47 UTC XXX followers, XX engagements
"If you like $open you should love $kss. Open is purely a real estate play @Kohls owns $5b-$10b+ in CRE. Difference is $kss produces cash and $open consumes it. Open has $559M in cash and $3.277B total assets Liabilities is $2.632B and TTM -$696M op cashflow. They have less than X year runway currently" @caleb_harbert on X 2025-07-19 18:31:17 UTC XXX followers, XXX engagements
"@badvalla40301 Havent looked. Give me the overview and can look when I get time" @caleb_harbert on X 2025-07-22 21:02:29 UTC XXX followers, XX engagements
"Reddit team is killing it I love all the $KSS @Kohls memes the team is putting out. Heres today. Maybe fairly/unfairly marketing @Citadel but who knows. 🤣😂🤣" @caleb_harbert on X 2025-07-07 13:22:51 UTC XXX followers, XXX engagements
"@babradeys If Im willing to sell a CC then Im taking all the risk and minimizing the reward. $KSS is worth $35+ before factoring in shorts having to close. Who knows when it goes Tuesday could have just as easily gone to $XX or $XX How do you predict Rather than just gamble" @caleb_harbert on X 2025-07-27 20:36:10 UTC XXX followers, XX engagements
"I love $kss from a deep value perspective. Every time I dive in and run numbers its 3x to 7x undervalued next to any peer AND owns sooo much real estate its unreal. Do your own DD but @kohls is the biggest deal value out there. Glad I made a lot today but its nothing compared to intrinsic value" @caleb_harbert on X 2025-07-23 03:11:00 UTC XXX followers, 2206 engagements
"So actual EV is $5.4B so EV/EBITDA is 4.3x not XXXX as reported. $TGT is 7x; $TJX 19.51x; $GAP 6.59x; $ROST 14.07x; $DDS 6.92x Im not the biggest fan of EV/EBITDA bc it ignores assets held but even using a bad metric shows $KSS 50%-100% off comparatively" @caleb_harbert on X 2025-07-16 17:39:42 UTC XXX followers, XXX engagements
"$KSS Daily Update: Lets look at Price to BV $KSS: 0.25x $TJX: 16x+ $BURL: 11x $GAP: 2.5x $TGT: 3x Let that sink in @Kohls bought all their CRE 2016 or earlier and 95%+ before 2012 Their BV is practically ALL owned free and clear CRE of DEPRECIATED properties. Really think $KSS holdings is worth less than purchase price 15+ years ago" @caleb_harbert on X 2025-06-30 12:30:43 UTC XXX followers, XXX engagements
"@sarkoconsulting @badvalla40301 I dont think so either. I think we got a taste of the first margin call of many to come it just got hijacked by $open day trader momentum" @caleb_harbert on X 2025-07-27 20:33:48 UTC XXX followers, XX engagements
"Issue I see with a lot of this is we are supposed to grind in 20s build in 30s and grow in 40s. I think we have forgotten that overworking at the start and building wealth in horrible homes and continually trading up will get you there. Theres always a way. Most dont want to take it" @caleb_harbert on X 2025-07-25 02:47:47 UTC XXX followers, XXX engagements
"If you are interested to find out more about $kss @Kohls come visit our Reddit group. We have some of the best DD out there" @caleb_harbert on X 2025-07-22 01:48:26 UTC XXX followers, XXX engagements
"@Kohls $kss is printing at this Southside Indianapolis location XXX online order pickup bins with most full. Also not sure why we fix our biggest competitors $amzn largest pain point returns. I talk about it halfway through in the video" @caleb_harbert on X 2025-07-24 21:43:51 UTC XXX followers, XXX engagements
"@badvalla40301 @sarkoconsulting Im not that techy but out of everything I saw and ran numbers for I saw the same conclusion. This was the first stock I ever could get a feasible 100x return on far out of the money calls but were still in reasonable valuation ranges no short squeeze required" @caleb_harbert on X 2025-07-27 20:56:08 UTC XXX followers, XX engagements
"@Kohls $kss store visit in Carmel IN Least busy store Ive been to and definitely the messiest but this is me being critical. All in all for a dead brick and mortar store it seems to be doing pretty good" @caleb_harbert on X 2025-07-24 19:47:53 UTC XXX followers, XXX engagements