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@BanyanIM Banyan Capital
Banyan Capital posts on X about sentiment, goog, bears, debt the most. They currently have XX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Engagements: XX #
- X Months XXX +16%
- X Year XXXXX +493%
Mentions: X #
- X Months X -XX%
- X Year XX +467%
Followers: XX #
- X Months XX +221%
CreatorRank: undefined #
Social Influence #
Social category influence finance stocks
Social topic influence sentiment #862, goog, bears, debt, $lw, lw, momentum, llm, ads, metrics
Top assets mentioned Lamb Weston Holdings Inc (LW)
Top Social Posts #
Top posts by engagements in the last XX hours
"Two weeks late on the news cycle. are we seeing a business inflection in $LW Sentiment still poor but growth capex in the rear view volumes momentum silencing the ERP noise activism making needed changes. Hard to argue that they aren't the product geographic & scale leader"
X Link @BanyanIM 2025-10-16T17:16Z XX followers, XX engagements
"Any ounce of moat impairment tipped the scale. FICO with FHFA/CRAs CPRT with IAA taking share GOOG disrupted by LLM MA & V w/ antitrust etc (tried to stick with those that have network effects)"
X Link @BanyanIM 2025-10-15T20:31Z XX followers, XXX engagements
"Sure you can rationalize (even fairly credibly) away the moat bears. FICO might now have better unit econs IAA isn't acting overly competitive (actually raising pricing) GOOG ramped Gemini integrating ads MA/V settled & no pricing pressure. BUT I think that misses the point"
X Link @BanyanIM 2025-10-15T20:31Z XX followers, XXX engagements
"Sets the stage for double whamy of EPS and mult expansion. Mgmt seems to think so. raised debt to buyback shares in FY25. Bears would say its imprudent. Currently at +3x adj leverage ratio. With a secular decline or continued two tiered econ it could create some trouble"
X Link @BanyanIM 2025-10-16T17:17Z XX followers, XX engagements
"All said cap allocation is exciting here. DEF14A is an interesting read. Activism flipped the script on comp while capital is freeing up from capex completion. Comp from nominal sales & EBITDA hurdles to FCF & ROIC. No mention of per share metrics tho. Board only taking equity"
X Link @BanyanIM 2025-10-16T17:17Z XX followers, XX engagements
"Haven't seriously looked at the name in 1yr and no QSR expert. But see a premium asset with change/alignment in leadership & execution issues in the past at a sentiment trough with a path to outperform vs consensus. Macro & debt is concerning but all good investments carry risk"
X Link @BanyanIM 2025-10-16T17:17Z XX followers, XX engagements