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@valuemap
"@BillAckman Great take What about $LULU"
X Link @valuemap 2025-10-13T14:51Z XX followers, XXX engagements
"@Ashton_1nvests $SFM didnt fully understand why Walmart can take them out now I do. Sold at 35$"
X Link @valuemap 2025-10-08T15:00Z XX followers, XXX engagements
"Share Buybacks (Last X Years): FY2025: 587K shares at avg $XXXXX (stock prices $88-90); cumulative since 2021: 3.8M at $86.32opportunistic at discounts GREAT Board Ownership: Co-founder Peter B. Orthwein holds XXX% (CEO) representing 2.2M+ sharesstrong skin in the game"
X Link @valuemap 2025-10-15T11:46Z XX followers, XX engagements
"Unlocking Thor Industries' Business Model: How the RV Giant Drives Revenue in a $50B+ Industry $THO Revenue Streams: Primarily through wholesale sales of RVs to independent dealers + RV components and aftermarket parts. In FY2025 total net sales hit $9.58B with XXXX% from RVs and X% from other segments"
X Link @valuemap 2025-10-13T12:25Z XX followers, XX engagements
"Thor Industries' Competitive Moat: Why THO Stands Out in the Crowded RV Arena $THO Competitive Advantages: X. Scale as the world's largest RV maker (the strongest MOAT - low input cost better negotiation). X. strong brand portfolio (they buying small RV all the time)"
X Link @valuemap 2025-10-14T12:28Z XX followers, XX engagements
"A new week brings a new ValueMap This month we focus on RVs exploring $CWH $THO and $WGO. Stay tuned ( not CWH's logo but still cool video)"
X Link @valuemap 2025-10-12T10:54Z XX followers, XX engagements
"@GuyTalksFinance I wounded what they life style is.5$ Starbucks"
X Link @valuemap 2025-10-15T16:22Z XX followers, XX engagements
"@Smartnetworth1 Warren Buffett just wanted to be a journalist and look what happened Wish you the best 📈"
X Link @valuemap 2025-10-15T12:00Z XX followers, XX engagements
"$THO Such strong market share They buy the new one and low cost them with cheeper input cost"
X Link @valuemap 2025-10-14T18:28Z XX followers, XX engagements
"Net Debt: $333M (long+short debt $920M minus cash $587M). They know how to pay their debt good job👋"
X Link @valuemap 2025-10-15T11:46Z XX followers, XX engagements
"@InvestingCanons Someone understands Intel"
X Link @valuemap 2025-10-15T16:24Z XX followers, X engagements