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@zacktanzx "@Sr_11ss @brackendarrell Load up on shares. Timberland is on fucking fire"
X Link @zacktanzx 2025-10-06T18:56Z XXX followers, XXX engagements

"$VFC Timberland x Telfar collab dropped recently: Mid Pull-On Boots: Sold out all sizes Small Shopper Bag: Sold out Tall Pull-On Boots: Sold out all sizes A textbook case of brand equity premium in action"
X Link @zacktanzx 2025-10-09T19:31Z XXX followers, 2634 engagements

"$GAP Gap needs to be rerated now. Gap has transformed into a pop culture brand that tells relevant stories in creative ways. Its Katseye Denim campaign has boosted awareness globally especially among a demographic most likely to purchase beauty products. The beauty product market is massive making it an excellent growth driver for Gap and Old Navy"
X Link @zacktanzx 2025-09-05T08:54Z XXX followers, XXX engagements

"$VFC #Vans I could not agree more"
X Link @zacktanzx 2025-10-13T23:31Z XXX followers, 1500 engagements

"@Sr_11ss I think it was Three earnings before"
X Link @zacktanzx 2025-10-06T18:47Z XXX followers, XX engagements

"$VFC #JustinBieber The benefit of Vans collaborating with luxury brands like Valentino is that you get to leverage the star power of A-list celebrities that have the ability to start cultural trends. In this specific case Justin Fucking Bieber"
X Link @zacktanzx 2025-09-21T14:38Z XXX followers, 2470 engagements

"$AS $VFC Gotta thank Arcteryx for shooting themselves in the foot. Complete PR shitshow. The North Face will gain majority of their market share they had starting tomorrow"
X Link @zacktanzx 2025-09-21T13:53Z XXX followers, 3361 engagements

"$VFC The North Face like Timbs kicked off their China campaign. Theyve worked with a renowned actor to promote their brand. Bracken said the Vans China turnaround is still far out of reach. Relative to the progress of TNF and Timbs it is indeed miles behind"
X Link @zacktanzx 2025-09-27T14:30Z XXX followers, 2357 engagements

"$VFC The Vans brand is truly evolving and you know the stock price will eventually follow. As of April 2025 X% of goods entering the US are sourced from China. This pullback is a gift for us VF bulls. I loaded up more today :)"
X Link @zacktanzx 2025-10-10T17:43Z XXX followers, 1472 engagements

"$VFC Timberland and Altra sales growth leaked"
X Link @zacktanzx 2025-10-01T18:44Z XXX followers, 1644 engagements

"$VFC I dont think the market is pricing in Timberland APACs growth and premiumization efforts at all. TNF has achieved APAC growth since 2022 and I think Timberland will now start their run there. Ive attached APAC sales growth data points for both brands"
X Link @zacktanzx 2025-10-09T09:38Z XXX followers, 1803 engagements

"@DdEmerging @wallstengine You think Goldman sell-side analysts constantly having to think on how to keep their prestigious job in a volatile market have independent thinking"
X Link @zacktanzx 2025-10-13T18:25Z XXX followers, XX engagements

"$VFC #SZA #Vans SZAs burner account just posted photos of her working on new designs for Vans"
X Link @zacktanzx 2025-10-10T08:24Z XXX followers, 1121 engagements

"@EquityBrian This is not news for NIO every Chinese EV firm is using Amap"
X Link @zacktanzx 2025-10-14T00:09Z XXX followers, XX engagements

"$GNRC With 2Y rates falling from XXX% at the start of the year to XXXX% as of today the HELOC (Home Equity Line Of Credit) game is back on now. Increasing amount of homeowners will now tap into their home equity to spend on essential home improvements namely improvements that will continue to keep their lights on. Generac is also participating in other mega trends like the AI boom by providing reliable backup power sources to ensure XXX% uptime. They will benefit greatly in the coming years"
X Link @zacktanzx 2025-09-05T15:44Z XXX followers, XXX engagements

"@Kross_Roads $PYPL Any Middle East regional experts that are willing to share more color on the influence and market share of these firms"
X Link @zacktanzx 2025-10-05T03:52Z XXX followers, XXX engagements

"$SWK The past month we had two dissenting governors Bowman and Waller that argued for rate cuts stating that inflation is one-off price increase and citing weak job-growth. Today we have this strong push from the administration to oust Lisa Cook which could bolster the case for a more dovish Fed. This coupled with Trump's attack on J. Powell yesterday stating "Powell is hurting the housing industry" shows the administration's eagerness to start the construction and building cycle. Know where the puck is going I am buying shares of $SWK like no tomorrow"
X Link @zacktanzx 2025-08-20T14:28Z XXX followers, XXX engagements

"$AS Roughly XX% of Amer Sports valuation comes from Arcteryx. It was trading at XX billion on Friday that roughly values it at 13.5B. Growth will stall we use a 15.5x EBIT multiple on Arcteryx's 460M of EBIT = X B 13.5B - 7B Expect at least a XX% drop from Friday close"
X Link @zacktanzx 2025-09-22T14:04Z XXX followers, 1040 engagements

"$VFC The skate community has been collaborating with various streamers lately. Started with Nyjah with xQc then Uzi with Speed and now we have Tony Hawk and Kai. We are due for a skate resurgence and Vans will grow with the skate market"
X Link @zacktanzx 2025-09-27T16:24Z XXX followers, 1019 engagements

"$VFC $AS $NKE The North Face China brand ambassador marketing was done right. They are following the Anta Sports playbook which allowed Arcteryx Salomon to grow at exceptional rates in China. What makes TNF stands out its that they didnt nuke the Himalayas"
X Link @zacktanzx 2025-10-01T07:33Z XXX followers, 1980 engagements

"$SWK Average loan size down XXX% is disinflationary for housing prices 👍 Rate cuts are imminent. Buy the weakness to capitalize the housing boom in the next X years"
X Link @zacktanzx 2025-09-03T12:12Z XXX followers, XXX engagements

"$VFC $ASTS Follow him if you havent. He may be a kook when it comes to surfing but definitely not a kook when it comes to underwriting"
X Link @zacktanzx 2025-10-01T18:49Z XXX followers, 1997 engagements

"$VFC #BREAKING Timberland kicks off their APAC campaign. Posters are being posted in Shanghai/HK/Seoul. They filmed an ad and it is definitely one of the best ads Ive seen from VF APAC. If you know him you know he can move the needle for their brands relevance in APAC"
X Link @zacktanzx 2025-09-10T05:02Z XXX followers, 4264 engagements

"$VFC #Vans This is coming from someone working in product for Nike focusing on consumer insights. She is expecting a resurgence in the VANS slip-ons. Go read her article Whats not cool is cool"
X Link @zacktanzx 2025-10-14T01:04Z XXX followers, 1454 engagements

"$VFC #Vans VALENTINO X VANS IS OUT NOW ON THE VANS SITE. IT IS SELLING LIKE FUCKING HOT CAKES"
X Link @zacktanzx 2025-09-19T16:29Z XXX followers, 1816 engagements

"$SWK $INTC $VFC $XPEV $NVDA $PLTR And Jesus said : "So the last will be first and the first will be last""
X Link @zacktanzx 2025-08-19T14:33Z XXX followers, XXX engagements

"$VFC #LABUBU #TNF #POPMART Bears : "Everyone I know has a TNF jacket. Also given the extended winter season last year comps should be tough this year" What about the XX million Labubus out there and and the other XX million Lafufus They could use an outdoor jacket as well"
X Link @zacktanzx 2025-09-21T14:15Z XXX followers, 1288 engagements

"$VFC Vans OTW X Shoyoroll just dropped two designs. Sold out in X minutes"
X Link @zacktanzx 2025-10-09T19:08Z XXX followers, 1762 engagements

"$AS I am now short Amer Sports. XX% of Amer Sports valuation comes from Arcteryx. Its China sales grew XX% YoY prev. That number will now slow to numbers you can't imagine. Brand equity destroyed over night. Local gov is currently assessing damage. a hefty fine incoming"
X Link @zacktanzx 2025-09-22T14:17Z XXX followers, 1931 engagements