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@longbagzz "I am leaning bearish on housing which I normally play in the markets by shorting the homebuilders (spec LEN) and self storage reits. $LEN - normally trades on gross margin which is XXXX% last quarter and could go lower if home prices contract. They target XX% margins. Self storage ( $PSA $EXR and $CUBE and more recently $SMA) trade on yoy %chg in move in rates / "street rates" which is volatile month to month but improving or getting less worse than 2024. I am getting less bearish as the data comes out"
X Link @longbagzz 2025-09-30T15:31Z XX followers, XX engagements

"New REIT name I short: $ARE 1) An oversupplied lab real estate market 2) It's not a good long 3) leasing is weak (+MSD spreads - lease over lease growth rate)"
X Link @longbagzz 2025-10-07T22:00Z XX followers, XXX engagements

"Consumer land: Some ideas percolating / on my watchlist / or already long/short: X. Long Kroger $KR - If CPI stabilizing in X% range KR should benefit. Groceries are defensive in uncertain crazy times. X. Long Estee Lauder $EL - Improving organic growth rates from -ve HSD to LSD. Easier comps in FY H2 2026. X. Long Starbucks $SBUX - betting on the white girl. Think turnaround plan will playout but watching each quarter. G&A rationalization. Easier Q4 comp of -6%. Less conviction on this one. As always DYODD not investment advice. Happy Hunting"
X Link @longbagzz 2025-09-30T01:08Z XX followers, XXX engagements

"A lot of SaaS names have been out of favor with the popularity of AI. But one name I like is. $ZS - I am long Zscaler. A cybersecurity software company"
X Link @longbagzz 2025-10-02T12:43Z XX followers, XXX engagements

"$BGS another food dumpster fire. Personally brands I don't buy but also seem outdated. canola oil products and stuff from the 50's. Stock hasn't gone anywhere in XX years"
X Link @longbagzz 2025-10-14T08:07Z XX followers, XX engagements

"Seems like $HRL in the same boat. never looked at any of these food staples b4 but they all seem like pretty bad investments. at what price / FCF yield are these worth a buy"
X Link @longbagzz 2025-10-14T08:10Z XX followers, XX engagements

"Anyone follow $OMC closely or it's competitors $IPG $WPP.L $PUB.PA"
X Link @longbagzz 2025-10-12T02:51Z XX followers, XX engagements

"$7988.T - Nifco - anyone know why this car parts maker is up XX% in Q3"
X Link @longbagzz 2025-10-12T19:35Z XX followers, XX engagements

"Let it burn $COLD $LINE"
X Link @longbagzz 2025-09-30T23:44Z XX followers, XXX engagements