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Valley Falls posts on X about $crmz, china, alibaba, debt the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance technology brands stocks countries automotive brands cryptocurrencies social networks fashion brands
Social topic influence $crmz, china, alibaba, debt, market cap, rates, balance sheet, byd, tangible, baba
Top assets mentioned Alibaba Group (BABA) Carter's Inc. (CRI) Wormhole (W) Alphabet Inc Class A (GOOGL) Lululemon Athletica Inc (LULU)
Top posts by engagements in the last XX hours
"Credit Risk Monitor $CRMZ 2024 revenue up X% YoY. Net income of $XXX mill or $XXXX per diluted share. "U.S. bankruptcy rates in 2024 were the highest since 2010." They continue to squirrel away capital and not return it to shareholders. $XX million in cash and investments earning sub 5%. YOU CAN RUN THIS BUINSESS VERY COMFORTABLY WITH LESS THAN X MILLION IN CASH. @CreditRiskMon" @ValleyFallsRI on X 2025-03-21 17:07:14 UTC XXX followers, 9786 engagements
"87% of net income in Q1 at $CRMZ was from interest income 😁 Management believes the decision to invest in U.S. Treasury security holdings with maturities ranging from XX to XX months reflected prudent risk management" @ValleyFallsRI on X 2025-07-24 16:57:39 UTC XXX followers, XXX engagements
"$CRMZ CreditRiskMonitor is not worth $XX million dollars folks. That $XX million in cash on the balance sheet Not going to shareholders. Never once has management bought back stock and hasn't paid a dividend in X years" @ValleyFallsRI on X 2024-11-07 14:11:23 UTC XXX followers, XXX engagements
"@ChineseEmbinUS @ChinaDaily Alibaba and BYD" @ValleyFallsRI on X 2025-07-24 18:43:04 UTC XXX followers, 30.6K engagements
"7% to X% cash return on tangible assets the last XX years no debt. $CRMZ could operate with $X million in cash around $XXX million in total tangible assets with no debt. This business without the cash hoarding generates XX% to XX% returns on tangible assets. Although the low returns from 2016 to 2020 are peculiar" @ValleyFallsRI on X 2024-08-20 18:44:21 UTC XXX followers, XXX engagements
"$BABA now has one grocery chain left after selling Sun Art and Intime. Freshippo was developed in house at Alibaba in 2015. It did $XX billion in GMV for fiscal 2025 and had its first full year of positive adjusted EBITDA. In the supermarket format which is a main format for stores over XX% of orders came from online. Joe Tsai has said anytime they made an acquisition it hasn't worked out well. Grow organically" @ValleyFallsRI on X 2025-06-27 03:30:56 UTC XXX followers, XXX engagements
"Carters $CRI comes out with Q2 results and they are dog shit. Tariffs not helping an already troubled business. "The Company has estimated that the gross pre-tax earnings impact of additional import duties under an additional baseline tariff of XX% for China XX% for Vietnam XX% for Indonesia and XX% for all other countries is expected to be approximately $XXX million to $XXX million on an annualized basis."" @ValleyFallsRI on X 2025-07-25 12:59:04 UTC XXX followers, XXX engagements
"How can Jerry Flum call his business $CRMZ extremely counter cyclical when during boom times 2021 they had their best year ever with XX% net profit margins Historically they average closer to X% net margins" @ValleyFallsRI on X 2024-08-20 18:12:23 UTC XXX followers, XXX engagements
"$W Wayfair opened a new outlet store in Orlando FL last month. All YouTubers and Google reviews point to how shocked they were at the high prices" @ValleyFallsRI on X 2025-07-17 16:49:54 UTC XXX followers, XXX engagements
"@investingichina No doubt itll be the first company in China to hit $1T market cap. WeChat UI blows IMO and is slow with pics and vids. Probably just my western aesthetic" @ValleyFallsRI on X 2025-07-25 10:53:11 UTC XXX followers, XXX engagements
"$LULU China 2024 - XX% of total revenue - $XXX mill segmented income - XX% comp sales growth - Opened XX new stores - Revenue up XX% YoY - majority of new store growth in 2025 will be in China - China is the best full price market globally per Q1 2025 call" @ValleyFallsRI on X 2025-07-22 18:45:30 UTC XXX followers, XXX engagements
"$CRMZ Credit Risk Monitor Q1: (published May 8) - Revenue up X% to $XXX mill - Net income of $159K - "Companies are going bankrupt at the fastest rate since 2010" - $XXXX mill in cash/investments and no debt $XX mill market cap. EV of $X mill" @ValleyFallsRI on X 2025-05-19 16:44:25 UTC XXX followers, XXX engagements
"@ReneSellmann What would you say the average multiple is for a company that consistently goes earnings at XX% per year In the U.S. Im guessing 22x to 26X" @ValleyFallsRI on X 2025-07-26 17:10:48 UTC XXX followers, XXX engagements