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@BushwoodCap "Latest 13F for @GavinSBaker. Notable new adds: Pure Storage $PSTG (5.7% portfolio) Dick's $DKS (4.8%) Ciena $CIEN (2.9%) Service Titan $TTAN (1.9%) First Solar $FSLR (1.8%) elf Beauty $ELF (1.7%) Sea Limited $SE (1.5%) Mercadolibre $MELI (1.3%) Rubrik $RBKR NuBank $NU"
X Link @BushwoodCap 2025-08-15T13:17Z 1414 followers, 62.4K engagements

"$BAC on headcount: Looking at the past three years we've been able to lower our headcount from a peak of 217000 to 213000 now"
X Link @BushwoodCap 2025-10-15T18:32Z 1414 followers, XX engagements

"Domino's $DPZ CEO on aggregators - $UBER $DASH etc: "So bullish. We deliver X in X pizza's in the US - not close to that w/ the aggregators. Multi-year tailwind for the business.""
X Link @BushwoodCap 2025-10-14T20:32Z 1413 followers, 5137 engagements

"$CME CEO Terry Duffy: We do more trading volume in the first hour of the day than we did in an entire week in the early 2000s"
X Link @BushwoodCap 2025-10-02T22:13Z 1414 followers, XXX engagements

"Delta $DAL on travel trends: Things are pretty good"
X Link @BushwoodCap 2025-10-13T14:38Z 1413 followers, XXX engagements

"@MattFoleyCap Eh they're a different kind of thing. Trott's making money other ways off Plank (family office services etc.) so he likes doing equity/warrant deals w/ hairy companies w/ billionaire founders & operators. Did same thing w/ $PARA. Not sure he's bullish on $UA"
X Link @BushwoodCap 2025-09-08T17:31Z 1413 followers, XXX engagements

"Office space = back. Businesses leased XX million square feet of additional Manhattan office space during the first nine months of 2025. Largest amount of new workspace rented for that period in 19"
X Link @BushwoodCap 2025-10-14T11:39Z 1413 followers, XXX engagements

"Results from @caseysgenstore: - EPS +20% - EBITDA +20% - OpEx +15% - Inside SSS +4.3% (lapping +6.7%) $CASY shares down slightly after-hours but +35% YTD"
X Link @BushwoodCap 2025-09-08T20:39Z 1411 followers, 1434 engagements

"Listening to the Kroger $KR call. Not usually focused on grocery stores but Aldis growth has my attentionI wanted a sense of how competition is doing. Closing stores layoffs doesnt look like the best time in grocery-land. At least for those not named Aldi or Trader Joe's"
X Link @BushwoodCap 2025-09-11T18:08Z 1413 followers, XXX engagements

"Seeing it everywhere but Bank of America called out AI as a major force in pushing expenses lowergiving the business operating leverage. $BAC 3Q: Revenue +11% Expenses +5% (Obviously $GS getting ready to cut headcount after great results yesterday similar news)"
X Link @BushwoodCap 2025-10-15T18:28Z 1413 followers, XXX engagements

"Betting stocks taking a beating on news from $HOOD. $DKNG (-10%) $FLUT (-9%) Prediction markets taking off . which isn't new information. Competition was always coming. But I guess the success they're having is the new information"
X Link @BushwoodCap 2025-09-30T16:03Z 1413 followers, 5290 engagements

"JPMorgan $JPM CFO on the consumer: "The consumer is resilient spending is strong and delinquency rates are coming in below expectations. Those are facts we cant escape.""
X Link @BushwoodCap 2025-10-15T14:18Z 1413 followers, XXX engagements

"BlackRock continues to kill it. - iShares record net inflows - Building a leading platform as public/private markets converge - Private market M&A going to push their fee earning potential much much higher $BLK +4% - shares at ATHs"
X Link @BushwoodCap 2025-10-14T17:51Z 1413 followers, XXX engagements

"Somebody talk me down: I want to buy $UA. This has to be a takeout target. And soon. It's been such a disaster they have to give up and sell it"
X Link @BushwoodCap 2025-08-08T18:17Z 1413 followers, 2245 engagements

"@buccocapital Caseys General Stores $CASY Analyst last qtr: why arent you increasing the guide $CASY mgmt: idk well see next qtr. check back"
X Link @BushwoodCap 2025-10-05T15:41Z 1413 followers, 3751 engagements

"Kinder Morgan $KMI on power demand: "Breadth and scope is enormous.""
X Link @BushwoodCap 2025-07-17T13:48Z 1411 followers, XXX engagements

"When did Delta $DAL become the airline for the rich Much higher exposure to higher income households than competitors"
X Link @BushwoodCap 2025-10-13T14:49Z 1413 followers, XXX engagements

"$DAL on 2026 travel demand: XX% of their corporate survey respondents expect 2026 travel volumes will increase or remain steady next year"
X Link @BushwoodCap 2025-10-13T14:41Z 1414 followers, XXX engagements

"Rule #1: Don't lose money. Rule #2: Always read the AutoZone $AZO call transcript to remember what great long-term capital allocation looks like"
X Link @BushwoodCap 2025-09-24T13:00Z 1413 followers, 1526 engagements

"Robinhood should just buy DraftKings and get it over with. $HOOD mkt cap = $125bn $DKNG mkt cap = $16bn Can do it w/ stock. Hat tip to Robinhoodinsane how far theyve come since 2020"
X Link @BushwoodCap 2025-10-14T00:15Z 1413 followers, XXX engagements

"Past XX years: $MSCI XX% annualized $SPY 15%"
X Link @BushwoodCap 2025-10-08T17:25Z 1411 followers, XXX engagements

"$AZO CEO on int'l expansion: "Lots of opportunity for us to continue to grow.""
X Link @BushwoodCap 2025-09-24T13:15Z 1413 followers, XXX engagements

"Stock picks from @barronsonline energy outlook The other FANG Diamondback Energy $FANG - Low-cost Permian operator - Discount to asset value - Potential M&A target for $XOM or $CVX"
X Link @BushwoodCap 2025-05-19T12:03Z 1413 followers, XXX engagements

"New York City is setting the pace. Manhattan leasing activity in 2025 has now surpassed its 2018-2019 levels. Nationwide office leasing remains about XX% below its prepandemic average per $CBRE"
X Link @BushwoodCap 2025-10-14T11:40Z 1413 followers, XXX engagements

"Larry Fink $BLK on "tokenization": - One of most exciting areas in financial mkts - Over XXX trillion dollars sitting in digital wallets"
X Link @BushwoodCap 2025-10-14T17:54Z 1413 followers, XXX engagements

"$DPZ CEO on delivery continued: If we are one X out of every X pizza deliveries off aggregators why we can't be that on What works on these platforms - scale price delivery speed and location - are universal"
X Link @BushwoodCap 2025-10-14T20:43Z 1413 followers, XXX engagements

"More from $AZO: continue to pound the drum on the int'l expansion opportunity. - Opened XX new stores in Mexico/Brazil in qtr - More than 1000 int'l stores now - XX% of total store base outside US and growing"
X Link @BushwoodCap 2025-09-24T13:03Z 1413 followers, XXX engagements

"Morningstar on $MSCI: Index business is a "crown jewel.""
X Link @BushwoodCap 2025-10-08T17:23Z 1413 followers, XXX engagements

"Roper Technologies $ROP - FinTwits favorite software company (behind Constellation of course) - in a XX% drawdown and 52-week low. Whats wrong and whos buying"
X Link @BushwoodCap 2025-09-17T18:05Z 1413 followers, XXX engagements

"Howmet Aerospace $HWM on aircraft backlogs: Extraordinarily high. Bullish for Transdigm and Heicothey dominate in aftermarket parts. Benefit from increased maintenance and parts replacement demand. $HEI $TDG"
X Link @BushwoodCap 2025-08-12T11:54Z 1413 followers, 4078 engagements

"@DMckdani ehh i wouldn't be shorting BlackRock. they are extremely diversified. taking some chances in growth areas but their core business (iShares/low-cost ETFs) is a finely tuned machine"
X Link @BushwoodCap 2025-10-14T18:04Z 1413 followers, XX engagements