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@stockthoughts81 Avatar @stockthoughts81 Uncovering Value

Uncovering Value posts on X about $dg, $cg, $casy, $musa the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence stocks XXXXX% cryptocurrencies XXXX% celebrities XXXX% musicians XXXX% technology brands XXXX% finance XXXX%

Social topic influence $dg #13, $cg #5, $casy #2, $musa #2, dolly parton 2.04%, $bkng 2.04%, $expe 2.04%, 6 months 2.04%, money 2.04%, $kkr XXXX%

Top accounts mentioned or mentioned by @deepsailcapital @symmetryinvest @tsohinvesting @mrjulius007 @anchorpointeq @310value @bizalmanac @joinyellowbrick @variantmkt @interviewschat @wombliingfree @luxopesresearch @tomsmith839

Top assets mentioned Decentral Games (DG) Carlyle Group, Inc. (CG) Casey's General Stores, Inc. (CASY) MURPHY USA INC. (MUSA) Booking Holdings Inc (BKNG) Expedia Group Inc (EXPE) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Brookfield Asset Management Inc (BAM) Blackstone, Inc. (BX) TJX Companies, Inc. (TJX) SafeMoon (SFM) Burlington Stores, Inc. (BURL)

Top Social Posts #

Top posts by engagements in the last XX hours

"Dolly Parton at $DG Dont miss it"
X Link @stockthoughts81 2025-09-26T15:05Z 10.2K followers, XXX engagements

"$EXPE and $BKNG make the cut"
X Link @stockthoughts81 2025-10-07T12:21Z 10.2K followers, 1923 engagements

"Me: $DG is up XX% from the lows but still down 50%+ from the Nov 2022 high. Based on the attached document (tweets from last X months) please explain why/what's going on for someone who is catching up. o3: Dollar Generals stock collapse began in late 2022 just after long-time operator Todd Vasos handed the reins to Jeff Owen. Sales growth slowed sharply store standards slipped shrink ballooned and the macro backdrop turned against DGs low-income shopper. By October 2023 the board conceded the experiment had failed and re-installed Vasos but by then the shares had cratered into the mid-$80s"
X Link @stockthoughts81 2025-07-02T19:11Z 10.2K followers, 6854 engagements

"Kicking off a new project: A 5-week deep dive into the world of publicly traded alts. $KKR $CG $APO $BX $BAM I'm writing a newsletter to explore the space as part of a creative program I am doing called Act Two. Im starting with a few open questions & would love your input:"
X Link @stockthoughts81 2025-09-07T22:28Z 10.2K followers, 7886 engagements

"How a convenience store became one of America's largest pizza chains $CASY"
X Link @stockthoughts81 2025-09-10T13:48Z 10.2K followers, 1983 engagements

"$CG CEO at the Bernstein Strategic Decisions conference back in May (stock +45% since) "I tried to buy it personally during the sell-off and the lawyers wouldn't let me do it which I think doesn't seem right to me. But anyway I can say that at the conference I think.""
X Link @stockthoughts81 2025-09-14T16:16Z 10.2K followers, 1334 engagements

"@MrJulius007 @AnchorPointEq @310Value $CG looks well positioned via Fortitude Re. As a reinsurer they can pick blocks vs. chase retail volumes - arguably easier to keep pricing discipline (even if reinsurance heats up). YTD theyve closed $8B+; AUM tied to the Fortitude GA advisory is $70.9B (+50% since Apr 22)"
X Link @stockthoughts81 2025-09-14T17:15Z 10.2K followers, XXX engagements

"Any good ideas in the retail space lately Been working on $DG and in the process heard good things about $CASY $BURL $TJX $SFM. TJX and CASY around call it 25x EBIT BURL near 28x. BURL compounded earnings considerably higher over X 10y periods but it was also a turnaround so unsure if that continues. SFM - not really sure what is going on there. Huge run up and now giving a chunk of it back but dont know what caused it in the first place havent followed much"
X Link @stockthoughts81 2025-09-25T16:02Z 10.2K followers, 1155 engagements

"Digging into $MUSA; fuel retail is new to me. Any go-to primers on retail fuel economics Focused on cents-per-gallon margins: history volatility/knowability and how to frame valuation within context of that. DMs open"
X Link @stockthoughts81 2025-10-01T14:10Z 10.2K followers, XXX engagements

"Great new writeup at bottom of thread $CASY $MUSA $ATD"
X Link @stockthoughts81 2025-10-15T20:55Z 10.2K followers, 3690 engagements