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@SFarringtonBKC
"@Tintincapital Would you rather $LND or $CRESY"
X Link @SFarringtonBKC 2025-10-14T22:33Z 6095 followers, XXX engagements
"@BarryRoland19 We subscribed to Reading Eggs a phonics app. Now my daughter is six and reading Nancy Drew for 7-10 year olds"
X Link @SFarringtonBKC 2025-10-11T18:20Z 6093 followers, 3122 engagements
"Good Housekeeping: $VET $LYB $ZIP $CRESY $IRS Keeping up with some portfolio company events"
X Link @SFarringtonBKC 2025-09-22T07:22Z 6092 followers, 2375 engagements
"@Matt_Kolb_ Yeah I bought a bit. @valuedontlie Colin is more enthusiastic about it than I am. But he's also probably better at timing the exact quarter when the market re-rates the multiple from balance sheet improvement"
X Link @SFarringtonBKC 2025-10-13T03:51Z 6096 followers, XX engagements
"@SummerSnowUSA It was the 20x levered crypto ecosystem. Thank God that stuff is mostly isolated from the stock market"
X Link @SFarringtonBKC 2025-10-12T00:40Z 6096 followers, XXX engagements
"Abacus Global Management Update $ABL (Paywalled)"
X Link @SFarringtonBKC 2025-09-14T08:27Z 6095 followers, 2106 engagements
"@TSOH_Investing 💯🎯 I am super bullish $CROX. Wrote about them on August 8th we could have done a crosspost"
X Link @SFarringtonBKC 2025-10-14T01:04Z 6095 followers, XXX engagements
"What I'm Buying This Week 10/11/2025 (Paywalled Video) Brown Friday Edition"
X Link @SFarringtonBKC 2025-10-11T20:13Z 6095 followers, 8168 engagements
"Objection Which Litigation Finance Firm is Superior Sustained: Burford Capital $BUR Vs. Manolete Partners $MANO.L"
X Link @SFarringtonBKC 2025-08-25T09:22Z 6095 followers, 10.2K engagements
"@fejau_inc I'm impressed that one doesn't show signs of information leak. $ABL gaining XX% friday before announcing an acquisition on Monday is sus"
X Link @SFarringtonBKC 2025-10-06T21:38Z 6098 followers, 10.7K engagements
"@lhamtil Has tech gotten better or has private equity bought all the good stuff"
X Link @SFarringtonBKC 2025-10-14T00:17Z 6095 followers, XXX engagements
"@Private_TryHard @George_Dubs_ I would be shocked at a sale given Coliseum's cost basis the rate cutting cycle and the two new partnerships to rollout to 45000 show rooms. Some kind of equity swap / partnership is more likely"
X Link @SFarringtonBKC 2025-10-13T21:57Z 6096 followers, XX engagements
"The Structure of a Commodity SupercycleMaybe. Taseko Mines $TGB After the huge rally in $HBM I have a new favorite junior copper miner"
X Link @SFarringtonBKC 2025-09-16T13:13Z 6095 followers, 3828 engagements
"@marketplunger1 Valeura is my favorite. Vermilion is my most hated bag. Writeups on both on my stack"
X Link @SFarringtonBKC 2025-09-08T15:10Z 6093 followers, 2138 engagements
"Well-Rounded investment thesis Firmly grounded in fundamentals I Support the marketing campaign it should Uplift the stock price Gravity Defying optimism for $CROX"
X Link @SFarringtonBKC 2025-10-01T15:57Z 6095 followers, 19.2K engagements
"The market crash on Friday was a fartcoin liquidation event or "Shart Squeeze" therefore I will be referring to Oct 10th 2025 as "Brown Friday." Thank you for your attention to this matter"
X Link @SFarringtonBKC 2025-10-11T13:34Z 6095 followers, 19.3K engagements
"@WinstonV99 Very cool. I have been advised that India is building carbon black capacity to export to the EU. I emailed $OEC investor relations for their sitrep"
X Link @SFarringtonBKC 2025-10-07T23:16Z 6095 followers, XXX engagements
"@George_Dubs_ @Private_TryHard XXX% is XXX% after short term capital gains. 1000% is XXX% after long term capital gains. Yes 8x for X years 2x for one year"
X Link @SFarringtonBKC 2025-10-13T22:42Z 6095 followers, XX engagements
"Trolls and Textbooks: Heads You Win Tails You Probably Still Win (Paywalled) A very rare risk / reward relationship. And a free annual subscription at random to someone who retweets this"
X Link @SFarringtonBKC 2025-10-10T07:29Z 6095 followers, 7176 engagements
"@LoneWolfTwit58 There are a lot of opportunities out there today but I like the midwestern founder led rollup"
X Link @SFarringtonBKC 2025-10-09T16:20Z 6098 followers, XX engagements
"Who has the most torque to platinum group prices Anglo American $ANGPY Impala Platinum $IMPUY Sibanye Stillwater $SBSW"
X Link @SFarringtonBKC 2024-08-07T12:00Z 6099 followers, 5582 engagements
"@Algebro77972 I am not good enough to see the catalysts in advance. But I can rotate money after something rallies"
X Link @SFarringtonBKC 2025-10-13T21:21Z 6094 followers, XX engagements
"@Raunav410657 @LoneWolfTwit58 The trucking market had a shock give it some time to see where prices equilibrate to. Right now everything is in flux"
X Link @SFarringtonBKC 2025-10-12T01:31Z 6096 followers, XX engagements
"Most shorted doesn't have to outperform the S&P XXX. It has to underperform the Mag X because it is providing leverage to long / short funds to buy the Mag X. As soon as the Mag X stop grinding higher the short closing will be righteous. Until then companies need idiosyncratic fundamental improvements to go up in share price and even then often their multiples compress along the way"
X Link @SFarringtonBKC 2025-10-14T22:39Z 6095 followers, XXX engagements
"@GardinerIsland How does he survive on that little income"
X Link @SFarringtonBKC 2025-10-13T14:03Z 6096 followers, XXX engagements
"@oilgastourist That's funny Turkey was their original market a decade ago before their pivot to Thailand"
X Link @SFarringtonBKC 2025-10-15T07:16Z 6095 followers, XXX engagements
"@longoption I'm buying $ROOT when my $CROX allocation is full"
X Link @SFarringtonBKC 2025-10-13T00:03Z 6096 followers, XXX engagements
"@RentYourStocks Auto loans a small market compared to housing. Probably can't bring down the system"
X Link @SFarringtonBKC 2025-10-04T17:00Z 6093 followers, XXX engagements
"The Revenge of Cathie Wood: PowerFleet Update $AIOT Will small software catch some froth in this market"
X Link @SFarringtonBKC 2025-10-15T08:32Z 6095 followers, 1259 engagements
"@jaginger I hate mortgage REITs so much but they might make for a good tactical trade under the right conditions. Not for my tastes though"
X Link @SFarringtonBKC 2025-10-15T00:37Z 6095 followers, XX engagements
"@taobanker Now do HeyDude :("
X Link @SFarringtonBKC 2025-10-10T12:24Z 6096 followers, XXX engagements
"Im not going to write it up because I focus on small caps and sometimes a midcap but Hormel $HRL has room to double if their cost saving initiatives are successful they have XX years of dividend growth they dont want to screw up and the current yield is 4.56%"
X Link @SFarringtonBKC 2025-09-01T04:38Z 6095 followers, 13.5K engagements
"@APKramar Plus mortgage rate improvements"
X Link @SFarringtonBKC 2025-10-11T14:55Z 6091 followers, XX engagements
"@lasse108 Did you see my other chem writeups $ASIX dnd $OEC"
X Link @SFarringtonBKC 2025-10-06T21:40Z 6095 followers, 1271 engagements
"I'll do another technicals video this weekend. Any ideas which tickers to look at"
X Link @SFarringtonBKC 2024-11-08T02:43Z 6095 followers, 1006 engagements
"$ABL back over $X. Short report now officially refuted by buyers"
X Link @SFarringtonBKC 2025-08-28T14:28Z 6094 followers, 3514 engagements
"@longoption @ModernDayInves 💯🎯 Investors still hate capital gains taxes. Those Apple shares haven't changed hands in XX years"
X Link @SFarringtonBKC 2025-10-12T15:03Z 6095 followers, XX engagements
"@AscendingBio @SmallCapKing2 What do you think of $SPRY's challenge to $AQST's no adcom ruling"
X Link @SFarringtonBKC 2025-10-09T17:40Z 6096 followers, XXX engagements
"@stoked_on_waves The tax savings would be roughly $XX million which if they can't use in the first year can be rolled out to later years. This generates a tax asset which improves the balance sheet. In 2022 ASIX payed $XX million in taxes. It's not huge but it's something"
X Link @SFarringtonBKC 2025-10-13T08:25Z 6095 followers, XX engagements
"My $CRESY and $IRS gonna print"
X Link @SFarringtonBKC 2025-10-12T17:18Z 6095 followers, 2727 engagements
"@LootDropCapital @taobanker They have a debt covenant that if net debt breaches 4.2x EBITDA they have to cut the dividend. Their guidance has them at 3.8x by the end of this year. It's close could go either way"
X Link @SFarringtonBKC 2025-10-11T06:26Z 6092 followers, XXX engagements
"@mikesimonsen This is because zero interest rate policy led builders to make bigger homes 500sqft bigger on average. Now there is a XX year shortage of starter homes for young families"
X Link @SFarringtonBKC 2025-10-12T22:36Z 6095 followers, XXX engagements
"JPow is finally indicating the end of Quantitative Tightening is nigh. Ending QT focusing on Mortgage Backed Securities could bring down mortgage spreads by 0.5%. It doesn't sound like much but it could incentivize a new wave of home equity loans for renovations"
X Link @SFarringtonBKC 2025-10-15T00:33Z 6095 followers, 2588 engagements
"Offshores Bogus Journey Turning Into Our Excellent Adventure $RIG $VAL $NE $SDRL"
X Link @SFarringtonBKC 2025-09-08T08:51Z 6095 followers, 14.6K engagements
"@the_engi_nerd Taylor Swift about to solve the fertility crisis"
X Link @SFarringtonBKC 2025-10-13T05:26Z 6096 followers, XXX engagements