[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@partners_road Avatar @partners_road RiverRoadPartners

RiverRoadPartners posts on X about accounting, $bx, rare earth, lack of the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

Engagements Line Chart

Mentions: XX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence #

Social category influence stocks finance technology brands countries luxury brands fashion brands cryptocurrencies

Social topic influence accounting #219, $bx #1, rare earth, lack of #73, morgan stanley #160, $kmx #3, $eat, money, $56b, $ea

Top assets mentioned Blackstone, Inc. (BX) Morgan Stanley (MS) CarMax, Inc (KMX) Brinker International, Inc. (EAT) Electronic Arts Inc. (EA) Philip Morris International Inc. (PM) Merit Circle (MC) Walmart, Inc. (WMT) Jefferies Financial Group Inc. (JEF) PepsiCo, Inc. (PEP) Upstart Holdings, Inc. Common stock (UPST) Ralph Lauren Corp (RL) TransDigm Group, Inc. (TDG) Corpay, Inc. (CPAY) Costco Hot Dog (COST) Netflix Inc (NFLX) Carvana Co. (CVNA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Always interesting when you spend time with a CEO that lives/eats/breathes his business & is always looking for any edge he can exploit to improve the LT returns on the business. Kevin Hochman at $EAT fits the bill; just a relentless focus to test/measure/improve/execute"
X Link @partners_road 2025-09-17T16:46Z 15K followers, 5883 engagements

"@DasWreck You didnt read my post. Im not saying this is Wirecard. My post said that in a true fraud like Wirecard the money does not exist. It wasnt a negotiating tactic as you implied"
X Link @partners_road 2025-10-09T17:31Z 15K followers, XXX engagements

"Watching LBO cap structures: The proposed $56B $EA deal (per press reports) has nearly two-thirds of the deal funded with equity w/ debt accounting for a (comparatively) modest one-third. This compares to the pre-GFC era $44B TXU LBO which was 80%+ debt-funded (& ended badly)"
X Link @partners_road 2025-10-05T13:50Z 15K followers, 20.3K engagements

"Fraud not ltd to First Brands/Tricolor; After the close on 10/9 Air Water (4088 JP) announced an internal investigation had uncovered further indications of inappropriate accounting practices related to inventory (deferral of loss recognition). Accounting skills reqd today"
X Link @partners_road 2025-10-09T10:32Z 15K followers, 5829 engagements

"At the FT Private Capital Summit Rowan & $BX Pres. Jon Gray pointed the finger at banks for their exposure to 1st Brands & Tricolor but said the collapses were not signs of a systemic issue. Gray: Both were bank-led processesrejecting XXX% the canary in coal mine idea"
X Link @partners_road 2025-10-15T09:37Z 15K followers, 5564 engagements

"$PM was -X% this past week and is now -XX% from its mid-June 52-week high (though is still +27% YTD) given increased concern surrounding promotions/competition for ZYN in the USA. Will be interesting to handicap the upcoming print/guide"
X Link @partners_road 2025-10-04T13:44Z 15K followers, 3102 engagements

"@DasWreck The cash doesnt have to be there if it is an orchestrated fraud. Recall that Wirecard was said to be missing a few billion of cash and of course in the end they never had the cash that was said to be missing. It never existed"
X Link @partners_road 2025-10-09T17:08Z 15K followers, 1889 engagements

"LVMH $MC FP adding 36.5B euros to their market cap on the move today in Europe following the release of Q3 figures. $WMT added $40.6B to their market cap yesterday when they announced their partnership with OpenAI. Single day moves = to the total market caps of large corps"
X Link @partners_road 2025-10-15T09:24Z 15K followers, 3763 engagements

"Bernstein this morning highlighting the chart (and components) of $BIZD. Probably the handiest way of assessing how the Street is thinking about the health of the private credit markets"
X Link @partners_road 2025-10-13T12:26Z 15K followers, 4190 engagements

"Looking back it is truly remarkable that in his X years in office Biden did absolutely nothing to develop broader access to or promote manufacturing of critical components whether rare earth minerals or approved pharmaceutical ingredients). What a wasted costly opportunity"
X Link @partners_road 2025-10-10T23:27Z 15K followers, 13.2K engagements

"Within 3-4 years we will be talking about excess supplies of rare earth minerals and overcapacity of minerals processing. Chinas leverage on this issue is finite"
X Link @partners_road 2025-10-13T02:16Z 15K followers, 54K engagements

"Random Tuesday night in NYC at a very high-end restaurant and every table occupied. No recession here. Not even close"
X Link @partners_road 2025-10-15T01:14Z 15K followers, 37.2K engagements

"@DowdEdward Youre comparing $JEF and $BX I hope you dont make your own investment decisions"
X Link @partners_road 2025-10-09T23:03Z 15K followers, XXX engagements

"Bankers assume they companies want to go public and I dont think theres the same desire there used to be. For the largest most advantaged companies right now I cant think of much of a reason to go public. Lux Capitals Peter Hebert"
X Link @partners_road 2025-09-28T14:59Z 15K followers, 2858 engagements

"@jupiters_string Disagree: JP Morgan was involved in Tricolor and the Charlie Javice debacle; certainly points to a lack of proper due diligence in those situations. And they have the resources to conduct detailed DD if they want to (& obviously they should). Where did that process break down"
X Link @partners_road 2025-10-15T09:52Z 15K followers, XXX engagements

"Great slide deck from Morgan Stanley on Patek Philippe. Was not aware that a single family has had sole ownership of the company since the 1930s"
X Link @partners_road 2025-10-02T18:31Z 15K followers, 61.9K engagements

"2 CEO red flags in FT article today on $PEP: 1) Over the course of his tenure he became overly focused on quarterly earnings according to several former executives. 2) He has rankled some of his senior colleagues in particular by involving his wife Maria in corporate affairs"
X Link @partners_road 2025-10-15T09:48Z 15K followers, 5888 engagements

"@Alphaholic1 No"
X Link @partners_road 2025-10-15T01:31Z 15K followers, XXX engagements

"$UPST - ABS securitization data shows real deterioration in July & Aug of XX from older vintages (ie similar to what we see in auto lending as well: ex. $KMX). From 10/22-5/25 30+ day delinquencies ran 6%-8%. July was XXXX% and Aug. was 11.2%. These are v rapid increases"
X Link @partners_road 2025-09-29T00:21Z 15K followers, 11.2K engagements

"Ralph Lauren $RL really testing the limits on pricing. Double RL denim jeans at $XXX (as X example). Yet store packed and people were buying (largely Asian/Latam consumers from my view). Upcoming Analyst Day next month; unlikely to be disappointing even with high expects"
X Link @partners_road 2025-08-24T18:43Z 15K followers, 5381 engagements

"@CedarStResearch @ActAccordingly Agreed. Also think the days of monthly reporting and no conference calls on reporting date are coming to an end. Serves literally no purpose beyond stock volatility"
X Link @partners_road 2025-10-15T17:55Z 15K followers, XX engagements

"@BlueDuckCap The lack of any visible screen with a financial model or heavily annotated 10-Ks in organized piles calls into question the longevity of said fund"
X Link @partners_road 2025-10-15T01:29Z 15K followers, 10.8K engagements

"Looking through notes from a recent dinner with a long-time very successful hedge fund manager; X stand out: * Know why an opportunity exists * Extend your investing time horizon when everyone else is compressing theirs & * Ask the knowable questions & not the unknowable ones"
X Link @partners_road 2025-10-12T21:40Z 15K followers, 35.4K engagements

"Left out $TDG and $CPAY but otherwise spot on. And if $COST drops X% theyll make it a core position; just waiting for a better entry point"
X Link @partners_road 2025-08-31T12:34Z 15K followers, 5950 engagements

"@riskatscale Ok risk at scale"
X Link @partners_road 2025-10-13T00:02Z 15K followers, XXX engagements

"@BlueDuckCap No disrespect intended but my XX year old son has a better trading setup. Carry on"
X Link @partners_road 2025-10-15T02:16Z 15K followers, 123.6K engagements

"@Navi00T The Inflation Reduction Act All it accomplished was to increase inflation"
X Link @partners_road 2025-10-10T23:49Z 15K followers, XXX engagements

"Of the 2000 consumers surveyed by Morgan Stanley $CVNA dominates $KMX across multiple tests: X. In pricing $CVNA leads KMX by XX ppts X. In ease of website/app navigation $CVNA leads by X ppts and X. In trusted brand/customer experience $CVNA leads by X ppts"
X Link @partners_road 2025-10-06T10:18Z 15K followers, 2855 engagements