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@UrInsideMan "@taobanker I thought you were a LARP"
X Link @UrInsideMan 2025-10-15T16:04Z XXX followers, XX engagements

"So w/r/t $CROX fully writing down Heydude is about X Qs worth at this pace (maybe X if things worsen). So what They made a bad acq. (which is X% of their business). Bad acqs happen. Jibbitz was an elite acq. Feels like much ado about nothing. If I'm a shark I start circling"
X Link @UrInsideMan 2025-10-15T04:19Z XXX followers, XXX engagements

"If betting on oil and gas (i am) i like ec wes and et"
X Link @UrInsideMan 2025-10-15T02:43Z XXX followers, XX engagements

"@taobanker I assumed your "quant" was your dog (as mine is) and that "hedge fund analyst" = "securities autist""
X Link @UrInsideMan 2025-10-15T16:18Z XXX followers, XX engagements

"Bought $HON yesterday after digging into the Elliot/breakup case. I must say I like it. Feels far more like to be a GE than a UTI (and even then there's plenty of upside). Not an insta-bagger as people want but w/HON sitting on major support at XXX figured it was a good stab"
X Link @UrInsideMan 2025-10-14T19:12Z XXX followers, XXX engagements

"@taobanker @LootDropCapital @calvinfroedge $LYB does have a better cost structure w/cheaper feedstock access raised divvy when everyone else cut theirs and appears to be better managed. They have enough cash to weather the storm for a couple years (at least) and we have to be close to max pessimism"
X Link @UrInsideMan 2025-10-11T19:22Z XXX followers, XXX engagements

"@BenFranksAltEgo $WES also a fracking beneficiary with new acq"
X Link @UrInsideMan 2025-10-07T19:44Z XXX followers, XX engagements

"$DEO likely bottomed and i got shook out when it made new lows. Don't love their most recent ER (growth kinda anemic FCF yield of XXX% isn't a no-brainer long) but could be a decent long. Will probably sit out but I may be being a dunce"
X Link @UrInsideMan 2025-08-08T17:19Z XXX followers, XXX engagements