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@jrjcapital "@SmallCapKing2 I dont think Michelin earnings are a good read through to $MPAA q2"
X Link @jrjcapital 2025-10-15T17:47Z XX followers, XX engagements

"@SmallCapKing2 I'm not saying tire replacement isn't relevant just that Michelin results aren't. Sales were weak in trucking/ag/OEM and they sell premium tires in the aftermarket when most are trading down. Think the fundamental drivers of demand for tire/brake replacement are still strong"
X Link @jrjcapital 2025-10-15T20:11Z XX followers, XX engagements

"Wrote up some updates on $SILC $MPAA and $RM. Having trouble getting comfortable with most new long ideas I'm coming across so it may just be updates on these three for a bit"
X Link @jrjcapital 2025-08-05T18:05Z XX followers, XXX engagements

"Latest update on $MPAA is out. Covered relevant topics such as $AZO earnings and the First Brands bankruptcy. Overall trends are still positive and I think the stock is still cheap"
X Link @jrjcapital 2025-10-01T23:05Z XX followers, XXX engagements