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@taobanker Avatar @taobanker taobanker

taobanker posts on X about $bmel, $wen, debt, $tap the most. They currently have XXXXX followers and 1860 posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XXX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence stocks XXXX% finance XXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% exchanges #4030 fashion brands XXXX% social networks XXXX% technology brands XXXX%

Social topic influence $bmel #1, $wen #21, debt #1370, $tap #13, balance sheet #1566, $bbwi #2, $abfl #1, stocks 0.38%, $bmrry #1, $virt #14

Top accounts mentioned or mentioned by @vulmearj45663 @mazenjalloul @irbezek @volcrushed @optionsly @jnconkle @investornick @catnyanpital @valuedrift @investor_nick_ @johnie36149708 @saynototrading @johndoeknowsguy @strifenjustice @toiletkingcap @sfarringtonbkc @kingdomcapadv @invertedfragil1 @evrgn11112231 @andrewhfx

Top assets mentioned WEN Token (WEN) Molson Coors Beverage Co Class B (TAP) Bath & Body Works Inc (BBWI) Virtu Financial, Inc. Class A (VIRT) Boise Cascade Company (BCC) STARWOOD PROPERTY TRUST, INC. (STWD) Crocs, Inc. (CROX) Campbell Soup Company (CPB) Americold Realty Trust, Inc. (COLD) Burford Capital Limited (BUR) SafeMoon (SFM) Credbull (CBL) Heroes of NFT (HON) Nodecoin (NC) Booz Allen Hamilton Holding, Corp. (BAH) Target Corporation (TGT) Alliance Resource Partners LP (ARLP) Albertsons Companies, Inc. (ACI) Constellation Brands, Inc. Class A (STZ) Texas Roadhouse, Inc. (TXRH) Limitus (LMT) Flowers Foods, Inc. (FLO) United Parcel Service, Inc. (UPS) Hawaiian Electric Industries, Inc. (HE) Carter's Inc. (CRI) IPG Photonics Corporation (IPGP) Molina Healthcare, Inc. (MOH) Medicalchain (MTN) McDonald's Corp (MCD) Decentral Games (DG) Doximity, Inc. (DOCS) UNIPOLY (UNP) Stericycle Inc (SRCL) Pinterest, Inc. (PINS) WW International, Inc. Common Stock (WW) MediBloc (MED) Mid-America Apartment Communities Inc (MAA) Freshpet, Inc. (FRPT) Graphic Packaging Holding Company (GPK) Alcon Inc. Ordinary Shares (ALC) Diageo plc (DEO) Kimberly Clark Corp (KMB) Amerco (UHAL) Davita Inc (DVA) AquariusCoin (ARCO) Align Technology, Inc. (ALGN)

Top Social Posts #

Top posts by engagements in the last XX hours

"Idk who needs to hear this but $PINS is not trading at 20x earnings"
X Link @taobanker 2025-10-04T13:06Z 7907 followers, 1216 engagements

"It looks like $STZ "failed to disappoint" which is what I am predicting for $TAP moving forward"
X Link @taobanker 2025-10-06T21:09Z 7909 followers, 1039 engagements

"@optionsly Those are literally the biggest losers today. $TAP and $VLGEA and $ASBFY did alright"
X Link @taobanker 2025-10-10T20:50Z 7902 followers, XXX engagements

"$ww reorged but is still forecasted to have X% revenue decline with over XXX% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake"
X Link @taobanker 2025-09-07T17:43Z 7907 followers, 3141 engagements

"I think I'm gonna yeet $bmrry $bme.l tomorrow this is hk ridiculous"
X Link @taobanker 2025-06-10T20:02Z 7907 followers, XXX engagements

"I just took a look at the $SFM numbers again. They've put up some pretty awesome growth since COVID but they are also taking like XXX bps more gross margin still. it's very impressive they were able to reduce shares while putting up these numbers but the market is conflicted about how to normalize earnings. The market is thinking normalized earnings are between like $300mm and $700mm and it can't make up its mind. Meanwhile the street is wildly bulled up with like XX analysts who all believe it's GARP to the moon. Tough call here at 10x 2029 street numbers. Pass"
X Link @taobanker 2025-10-06T23:16Z 7908 followers, 1799 engagements

"$MAA crosses below the lowest street price target trading a 6.5+ cap XXX% dividend. Decent defensive option"
X Link @taobanker 2025-10-04T13:21Z 7905 followers, XXX engagements

"$txrh was kinda exactly what I expected it's not for me as an aristocratic person with impeccable taste but it's definitely delivering the value that americans are seeking (my dad loved it but he's easy to please) the place was already packed by 530"
X Link @taobanker 2025-10-14T22:15Z 7906 followers, 1202 engagements

"Is the bear case at $VIRT really just new CEO Sounds weak af"
X Link @taobanker 2025-09-19T16:01Z 7908 followers, XXX engagements

"Once again so many spectacular buys coming across my radar. Lots of tough choices. $BBWI trading cheap like $SBH and $ODP were very similar stats before they jumped huge $WEN approaching 10x lowest earnings estimate $MGPI jesus f christ this stock blew up $STWD underrated safety/rates trade"
X Link @taobanker 2025-09-29T17:18Z 7905 followers, 5505 engagements

"I've been pretty skeptical (on record) of $CBL as they have a reputation for being arguably the worst managers in the entire REIT industry. But it's probably a decent punt here all things considered"
X Link @taobanker 2025-07-14T15:44Z 7909 followers, 2892 engagements

"This chart of $CPB fwd EBIT estimates is literally insane"
X Link @taobanker 2025-10-09T20:04Z 7907 followers, 1016 engagements

"$HON: X% earnings yield X% buyback X% growth XX% IRR"
X Link @taobanker 2025-10-09T22:56Z 7906 followers, 9591 engagements

"Limestone barons ASSEMBLE $NC"
X Link @taobanker 2025-10-14T15:05Z 7906 followers, XXX engagements

"Is this the last chance to buy $VIRT before the singularity"
X Link @taobanker 2025-09-06T12:30Z 7903 followers, XXX engagements

"I think there's a really interesting crop of XX week lows here: $COLD $FRPT $GPK $MRTN $ALC $FLO $STZ $LOMA $DEO $TAP $KMB $UHAL $FRPH $KRYAY $BCC $WEN $BAH $TGT $DOM.L $DVA $BFS $UPS $ARCO $EPSN $ALGN"
X Link @taobanker 2025-09-18T21:00Z 7905 followers, 1887 engagements

"I doubt many people reading this realize that $BBWI has been averaging well over X% share count reduction in the last X years. I wonder if it gets no credit for buybacks simply because $BBBWQ had the same playbook and still went bankrupt. Is this a broken business model or are we buying a compounder for 8x earnings here"
X Link @taobanker 2025-09-30T21:22Z 7906 followers, 1387 engagements

"What price would you buy $ARLP at I would buy here but I read that they took an absolutely horrible pricing on a recent contract"
X Link @taobanker 2025-09-11T17:53Z 7905 followers, 1024 engagements

"Oh good grief. The first stock I initiated "micro-coverage" on $VLGEA dropped XX% after showing gross margin contraction in earnings. I break down earnings with this micro-update and explain why the gross margin miss might not be quite as bad as the market thinks. I give an updated price target in the full post which is free"
X Link @taobanker 2025-10-08T16:55Z 7908 followers, 1489 engagements

"My main question on $MGPI is whether their middleman distillery business makes the business less cyclical somehow or if they're just as fucked as everyone else"
X Link @taobanker 2025-09-17T01:57Z 7906 followers, XXX engagements

"@stocktalkweekly what about the debt"
X Link @taobanker 2025-10-13T01:41Z 7906 followers, 1157 engagements

"is buying $HE for 7.4x ebitda maybe something that we should do"
X Link @taobanker 2025-09-29T20:09Z 7905 followers, 1071 engagements

"It's strange how no one argues that $CMG pricing should be comped with Olive Garden now that it only trades at 36x"
X Link @taobanker 2025-10-09T23:13Z 7905 followers, 1012 engagements

"I'm thinking about how $ABF.L once sold for 6x fwd earnings and $CCHGY once sold for 10x fwd earnings. Which boring company is the equivalent today Best I can think of other than $BME.L is $CROX or maybe $CRI (but that's a bit small). I suppose you could argue $UGI is close at 11x"
X Link @taobanker 2025-08-12T18:03Z 7907 followers, 1288 engagements

"Is this the only bitcoin balance sheet play that isn't a total scam $ARLP"
X Link @taobanker 2025-09-05T19:35Z 7909 followers, 1339 engagements

"$GRND has paid down most of its debt and is printing cash while street expects it to grow top line by over XX% next year"
X Link @taobanker 2025-10-09T20:49Z 7906 followers, 3722 engagements

"Energy is historically the best stagflation asset class. It's probably time to be plowing back in imo But many e&p are overpriced so idk be selective"
X Link @taobanker 2025-10-13T08:27Z 7906 followers, 3581 engagements

"if investing in magnets worked why wouldn't investing in lasers work please keep replies to XX words or fewer. $nopmf $ipgp"
X Link @taobanker 2025-06-15T01:57Z 7903 followers, 1795 engagements

"real quick would it be better for me to buy nasdaq puts or russell puts here"
X Link @taobanker 2025-10-14T13:59Z 7906 followers, 1938 engagements

"Bro $FOX overwhelmingly needs to hire proofreaders who have graduated from high school"
X Link @taobanker 2025-10-09T12:32Z 7908 followers, 1011 engagements

"Shorts ramping (last XX days short interest) 🚨: $PBI XXX% -- XXXX% $ISSC XXX% -- XXX% $BBWI XXX% -- XXX% $SBH XXXX% -- XXXX% $LOVE XXXX% -- XXXX% $CROX XXX% -- XXXX% $MOH XXX% -- XXX% $MTN XXX% -- XXXX% $PTLO XXXX% -- 15.3%"
X Link @taobanker 2025-09-21T18:27Z 7905 followers, 3114 engagements

"Just had a terrible experience channel-checking $wen. My burgers were basically inedible w/ stale buns. The price hikes are one thing but the first time you deliver your customer an actual turd sandwich your brand is torched forever. This is supposed to be the one thing fast food companies are great at: delivering a consistent (or at least a minimum brand standard) experience. Now I can't stop thinking about how many people are getting served inedible food from $wen franchisees every day and that's the last time they ever eat at Wendy's. Ngl this whole experience has been a big motivator for"
X Link @taobanker 2025-10-10T00:53Z 7908 followers, 3462 engagements

"fuck me $aci was a layup"
X Link @taobanker 2025-10-14T13:29Z 7906 followers, 1307 engagements

"Just a reality check for anyone who's still hinged: This whole market is still underpinned by the belief that the Fed is going to "run it hot". People in 2021 were saying that the Fed "can't" raise rates. The Fed is still winding down its balance sheet. Good luck to all"
X Link @taobanker 2025-10-03T12:09Z 7903 followers, 9154 engagements

"It looks like someone is trying to short $WEN to X but I just don't see how that is a good idea"
X Link @taobanker 2025-10-09T20:26Z 7907 followers, 1289 engagements

"lowkey remember i wrote that post about dividend stocks a few weeks back and it got a bunch of likes so i realized it was dumb and rethought my strategy. ended up ditching $ups $tgt to focus on $moh $cnc since the thesis is simpler since it's based off pretty straightforward politics (money isn't real). along those lines I'm looking at $bah like I just know these guys are gonna rebound one way or another sure as goldman sachs. problem is the valuation just isn't there for me at 15x lowest earnings estimates. Guy like me could need this stock to fall another 20%"
X Link @taobanker 2025-09-24T21:57Z 7905 followers, 3031 engagements

"@cousinbalin No. That's where winners concentrate as I explained last year when everyone was freaking out about DOGE"
X Link @taobanker 2025-10-14T15:29Z 7906 followers, XX engagements

"@RoryRonan2 $sbux could fall to like $XX man that stock sucks ass $tgt seems ridiculously cheap but i don't really understand the details of how tariffs impact them $lulu tough call between this and $tgt i tihnk i lean towards $tgt because the amex deal feels kinda desperte"
X Link @taobanker 2025-10-14T00:20Z 7907 followers, XXX engagements

"200 POUND MAN DRINKS STARBUCKS GRANDE ICED WHITE FLAT AND DISCUSSES SUPERMARKET STOCKS"
X Link @taobanker 2025-10-08T14:31Z 7909 followers, 1047 engagements

"Here's my top euro buy list: $DOM.L $OLVAS $FILA.MI $CALT.MI $VIE.PA $FCC.MC Any objections I'm on the verge of pulling the trigger on all of these. Main hesitation is what if the dollar rallies"
X Link @taobanker 2025-09-02T22:21Z 7904 followers, 2024 engagements

"$VIRT enjoyooors -- anybody buying today"
X Link @taobanker 2025-09-17T15:22Z 7903 followers, XXX engagements

"Updated $MCD chart of greatness. avoid"
X Link @taobanker 2025-10-05T16:01Z 7908 followers, 4488 engagements

"$bme.l $bmrry what is there to say. it was too obviously cheap right out in the open for too long. I got suckered in here and now I'm getting UK'd"
X Link @taobanker 2025-07-15T11:54Z 7907 followers, 2793 engagements

"yikes $arlp got hit pretty hard recently"
X Link @taobanker 2025-08-20T22:10Z 7905 followers, 1030 engagements

"@Investor_NICK_ You been receiving any pushback Can be a tough sell versus $MCD or $YUM. Tell them they need to try the new tendies"
X Link @taobanker 2025-10-09T23:01Z 7908 followers, XXX engagements

"Might go long physical Crocs today after reading these reddit reviews"
X Link @taobanker 2025-10-09T16:26Z 7908 followers, 2464 engagements

"I just took a quick look at $BAH and it's too hard for me to tell what normalized / full-cycle earnings should look like. I marked it to revisit at a $XX price target"
X Link @taobanker 2025-09-04T12:07Z 7905 followers, 1190 engagements

"@Stl_MAR I think the place to be looking for risk is franchisees shutting down / failing . $MHGU looks like it's gonna bust. Major $wen franchisee"
X Link @taobanker 2025-10-09T23:57Z 7905 followers, XXX engagements

"@noul_t That's my go-to for the major multifamily REITs. I like their geography and how they manage the balance sheet / dividend conservatively. Hard to imagine it's a terrible buy here imo"
X Link @taobanker 2025-10-14T00:30Z 7909 followers, XXX engagements

"skating video game is the most realistic bull case for $vfc"
X Link @taobanker 2025-09-29T18:55Z 7904 followers, 1242 engagements

"Channel checking $TXRH with my dad later. It's gonna be a movie"
X Link @taobanker 2025-10-13T14:44Z 7906 followers, 1008 engagements

"How is pumping pesos in the open market fixing anything"
X Link @taobanker 2025-10-11T13:36Z 7904 followers, XXX engagements

"$TAP is the rare case of a "value" company that might actually be able to sustain its $1bb+ year cash flow in basically total stagnation. After all I mean that's what it has been doing for the last ten years. Basically they leveraged up to buy Miller spent like X years paying down the debt and now decided to plow buybacks. I think the market is so scarred from their terrible Miller acquisition that it is heavily discounting the buyback program even though it's clearly a serious one with over X% of outstanding shares doinked off since 2023. Not only can these dudes plow X% of shares per year"
X Link @taobanker 2025-09-20T15:53Z 7909 followers, 19K engagements

"I am now long $wen on the "tendy bounce" thesis. I do not think the tenders / sauces themselves are a gamechanger but this is the first thing management has done in over a year that wasn't a total disaster. Meanwhile $wen is one of my pet "d&a add back" stocks. Small position because I'm concerned about what happens if a franchisee like $mhgu goes under"
X Link @taobanker 2025-10-03T14:45Z 7904 followers, 1145 engagements

"Has anyone here done serious work on $WEN or does everyone just vibe-avoid it This is a free cash flow machine unless it falls off a cliff"
X Link @taobanker 2025-10-09T22:08Z 7907 followers, 4649 engagements

"$CROX is not a shoe company it is a platform for podiatric expression Few understand this"
X Link @taobanker 2025-10-10T12:28Z 7903 followers, 10.2K engagements

"@SaquonCapital what's your fav name waste names are a little more expensive and don't buy back shares at least the ones i follow"
X Link @taobanker 2025-10-11T18:06Z 7905 followers, XXX engagements

"This is a horribly douchey thing to tweet in the absence of fallen comrade Evergreen but how is it possible that a professional concentrated investor could end up in $BME.L instead of $ABF.L this year Literally a XX% performance difference and the only reason I diversified is that I ran out of risk to add to $ABF.L. Yeah I'm sorry but I'm bragging and also complaining here -- how exactly did I do so well here so easily How did everyone else miss this Will delete this tweet when SPX hits 6900 and $ABF.L plunges XX% on a XX bps margin miss"
X Link @taobanker 2025-08-11T15:54Z 7906 followers, XXX engagements

"why is $bur trading inverse $argt"
X Link @taobanker 2025-10-09T18:35Z 7908 followers, 1113 engagements

"@PantexCap This is all semantics but I think of doing new stuff / learning new things as a way to stay sharp / plateau. While studying textbooks when younger particularly math and science is how you actually get smarter"
X Link @taobanker 2025-10-12T13:55Z 7905 followers, XXX engagements

"$ABF.L buying $BME.L is a no brainer It's killing me that I don't get paid millions to dream up m&a deals all day"
X Link @taobanker 2025-06-24T22:29Z 7907 followers, 1293 engagements

"@waterboystocks Printing cash"
X Link @taobanker 2025-09-24T16:17Z 7909 followers, 1313 engagements

"listen i'm just gonna say this again scalpavelli has looked at a metric fuckton of blue chip large caps over the past few years.the valuation of $abf.l $asbfy is really hard to justify.you can read more about this situation on my blog. i'm down like X% and maxed out"
X Link @taobanker 2025-02-12T22:27Z 7907 followers, XXX engagements

"wait a minute so everyone is bullish on $adbe but it's just a timing thing that's usually a good time to buy"
X Link @taobanker 2025-10-14T14:46Z 7906 followers, XXX engagements

"$WEN earnings add-backs: Goodwill amort: $62mm Other (software amort): $23mm Restructuring/writedown: $9mm Loss on equity: $3mm SBC: $10mm (adding back half since stock price tanked) My dude that's $107mm of add-backs / cash flow on just $200mm of earnings It feels like I'm taking crazy pills looking at this"
X Link @taobanker 2025-10-09T23:07Z 7907 followers, 2087 engagements

"$STWD P/TBV"
X Link @taobanker 2025-10-07T11:47Z 7908 followers, XXX engagements

"Was on LinkedIn and came across a guy from my dorm in college. He had a stratospheric ascent to Partner at one of the megatech venture arms. Lo and behold I find his dad's profile -- dad is a heavy-hitting private equity legend / all-star like one tier below household name. Wow"
X Link @taobanker 2025-10-12T16:42Z 7909 followers, 28.2K engagements

"Wait a minute did our treasury secretary really buy $20bb of Argentine pesos Can someone explain how this isn't a giant scandal lmao"
X Link @taobanker 2025-10-11T13:35Z 7903 followers, 1982 engagements

"I think your risk adjusted returns + transparency are the best in the market on fintwit this year dude"
X Link @taobanker 2025-10-10T19:53Z 7909 followers, 9462 engagements

"$tap has bottomed imo"
X Link @taobanker 2025-09-29T16:45Z 7906 followers, XXX engagements

"I only need X stocks: $BZU.MI $GCC.MX $5233.T Simply own rocks around the world and you'll be fine"
X Link @taobanker 2025-10-03T12:51Z 7905 followers, 1004 engagements

"I can't believe I have to make this post but this does warrant a discussion. I am double-counting here but it seems like there's a lot of confusion on both sides. The issue here isn't that the growth (might) require capex beyond depreciation but that the buyback is being double-counted out of earnings. Not sure what I was thinking tbh. Share count go down make caveman brain happy"
X Link @taobanker 2025-10-10T08:48Z 7904 followers, 3028 engagements

"The only regime change that matters in this market is $bme.l going up"
X Link @taobanker 2025-09-23T09:29Z 7907 followers, XXX engagements

"Damodoran: I never buy more than X% As I've said many times before X% position limits is one of the simplest and most effective risk management rules for long only"
X Link @taobanker 2025-10-12T16:20Z 7906 followers, 27.8K engagements

"@leevalueroach I'm thinking there are better places to deploy $dg at this point"
X Link @taobanker 2025-09-27T20:26Z 7905 followers, XXX engagements

"can $cbl management be trusted to make good acquisitions"
X Link @taobanker 2025-08-03T01:15Z 7905 followers, XXX engagements

"I'm in $BBWI now. Here's what my numbers look like: - -XXX% X year share count CAGR - XXX% dividend - XX% discount to lowest street price target - XXXX% earnings yield - XX% net debt to market cap - Neutral working capital"
X Link @taobanker 2025-10-03T19:15Z 7905 followers, 3524 engagements

"$bme.l looks like it's about to go giga imo"
X Link @taobanker 2025-07-01T19:53Z 7907 followers, XXX engagements

"Sometimes you find a stock for the first time and it's so cheap that it makes no sense then you don't do anything and the market proves to you that it was too cheap. $TOKMAN $ANDR.VI"
X Link @taobanker 2025-01-28T19:27Z 7905 followers, XXX engagements

"@CatNyanpital spot a lot of $docs.l they been blowing up in italy"
X Link @taobanker 2025-07-19T15:12Z 7905 followers, XXX engagements

"I would love to have a wood guy who tells me when to buy $BCC"
X Link @taobanker 2025-09-25T01:18Z 7905 followers, 1447 engagements

"In X years $BBWI will either look like $BBW or $BBBWQ"
X Link @taobanker 2025-10-01T15:15Z 7905 followers, 1390 engagements

"@RandolphDuke7 @evrgn11112231 not sure if i'm following.if EPS is going up that pretty much says it all right"
X Link @taobanker 2025-10-11T18:51Z 7905 followers, XXX engagements

"Alright. We need a wood guy to speak up here on $BCC. This is hitting several signals for me: - XX% discount to lowest street price target - Net cash positive working capital - XXX% near-term earnings yield"
X Link @taobanker 2025-09-29T18:50Z 7905 followers, 1850 engagements

"$NC is the general contractor for $LAC's thacker pass which the government has now confirmed a X% stake in. Few understand this"
X Link @taobanker 2025-09-30T22:34Z 7907 followers, 2557 engagements

"Damn. At XX years old Trump met up with his granddaughter to play X holes of golf. When she asked him to play more he didn't hesitate and finished up a full round. It's legit over for those praying on Trump's downfall. He's going to live to 100"
X Link @taobanker 2025-10-12T01:06Z 7904 followers, 5199 engagements

"@JPSInvestments I never understood the point of buying that instead of $abf.l or $bme.l"
X Link @taobanker 2025-08-14T12:29Z 7907 followers, XXX engagements

"My current RSS list: $LMT $CROX $VIRT $MCS $NGS $MGPI $WEN $NCSM"
X Link @taobanker 2025-10-05T16:31Z 7907 followers, 2008 engagements

"$bmrry $bme.l this stock is significantly cheaper than $dg ever was"
X Link @taobanker 2025-06-13T21:10Z 7907 followers, 1042 engagements

"@But_The_Comps $TAP or $ASBFY"
X Link @taobanker 2025-10-14T00:31Z 7908 followers, XXX engagements

"Significant U.S. revenue: $FCC $ADRNY $BZU.MI $5233.T $BB.PA $FILA.MI $GCC.MX $GRUMAB"
X Link @taobanker 2025-08-06T23:36Z 7909 followers, 2246 engagements

"@tonyy982 Again this is semantics but knowledgeable and smarter are different. Learning new stuff is good for staying sharp and pleateauing but I think you can actually legitimately get smarter doing deep academic (namely math and science) learning when you're younger"
X Link @taobanker 2025-10-12T13:57Z 7904 followers, XX engagements

"Risk manager was telling me "maybe let's be more disciplined with hedging" after I tap danced my way out of having exposure during a few major events. So I said to myself okay let's have some discipline . wait for X% pullback"
X Link @taobanker 2025-10-14T14:20Z 7906 followers, XXX engagements

"The market is actually very simple: Every day it opens then $BCC goes down"
X Link @taobanker 2025-10-07T23:28Z 7905 followers, 1363 engagements

"$CPB yep listen i gotta pat myself on the back here. i told everyone when to buy when to sell and then to stay the fuck away. management covering up weakness with their dumbass feelgood slides. scalpavelli is permanently short bullshit copium management teams and permanently long straight-talkers"
X Link @taobanker 2025-09-29T17:09Z 7907 followers, XXX engagements

"$CNI is cheap too. I'm good with splitting the difference here"
X Link @taobanker 2025-10-11T17:15Z 7906 followers, 1696 engagements

"$docs.l working capital unwind worked exactly like i expected study working capital unwinds"
X Link @taobanker 2025-06-10T20:44Z 7905 followers, 1586 engagements

"I really can't think of a better microcosm for this year than buying up $vlgea for safety then it immediately crashing down to 8.5x earnings. Almost nothing that's had a cheap headline multiple this year has worked out for me to to the point that it's cartoonish. Definitely some lessons for me this year about how to sharpen up and avoid some lazy value trades at least but they do feel pretty heavy-handed"
X Link @taobanker 2025-10-07T23:22Z 7909 followers, 1415 engagements

"re: low beta stonks vs building a thoughtfully-diversified portfolio one idea i've floated a few times over the years is making $virt a core holding due to its strong diversification properties $virt now trading at multiples that are absurdly low not even really worth discussing street estimates but the company is paying a XXX% dividend and has been annihilating X% of shares per year on avg over last X years the company is basically irreplaceable in an oligopoly (market making) while also branching out to execution services the headline market cap $3.2bb intuitively seems way too low. should"
X Link @taobanker 2025-09-09T20:35Z 7908 followers, 2064 engagements

"Jesus.got some heavy hitters on my watchlist now. really hard to decide what to own here: $EPSN $BUR $MGPI $BCC $NL $WEN $OLVAS $STWD $BREE.L"
X Link @taobanker 2025-09-25T22:35Z 7909 followers, 1965 engagements

"$crrfy $ca.pa carrefour struggling lately. Think this is an opportunity to be decisive if you want to get on the french dividend bus"
X Link @taobanker 2025-06-17T00:00Z 7904 followers, 2243 engagements

"i sold my $fila.mi $bb.pa and $fcc.mc . it's just not worth holding these illiquid F tickers for me rn"
X Link @taobanker 2025-10-03T13:47Z 7907 followers, XXX engagements

"The thing with $HON and $KHC is that like so many spinoff stories such as $BHC there is always the question of where to stick the debt and how to divvy up overhead expenses. This confrontation with reality is sometimes a box best left unopened"
X Link @taobanker 2025-10-09T22:59Z 7904 followers, XXX engagements

"$aci brutal selloff.crazy how stocks either go straight up or straight down"
X Link @taobanker 2025-10-06T19:21Z 7905 followers, 1182 engagements

"Any lumber barons wanna chime in on $bcc This has all the trappings of a good cyclical setup imo. Big dividend payer. Spent a lot on acquisitions / capex. Clean balance sheet. Worth watching out here to try to catch a bottom"
X Link @taobanker 2025-09-24T21:30Z 7905 followers, 1111 engagements

"Thank you to everyone who participated in the discussions on IRR math. I'm honestly embarrassed that I was tweeting such silly things but hopefully people learned something. With that said: $UNP X% earnings yield X% growth (2027 street consensus: 8%) XX% IRR What would happen if we bought this"
X Link @taobanker 2025-10-11T15:39Z 7907 followers, 6147 engagements

"$BME.L will trade for XX x $250mm = XX% upside"
X Link @taobanker 2025-08-13T21:08Z 7907 followers, XXX engagements

"$bme.l +11% off the lows.these U.K. opening selloffs get crazy.no buyers due to stamp tax"
X Link @taobanker 2025-10-07T11:29Z 7907 followers, 1275 engagements

""cuba has the lowest tylenol use and the lowest autism rates" holy fucking christ RFK is so fucking god damn retarded"
X Link @taobanker 2025-10-09T17:05Z 7904 followers, 3768 engagements

"I think this guy hit the nail on the head. $BME.L $BMRRY already weakened by FTSE XXX boot in december last year posted an inventory build. The market did its classic working capital overreaction. At this price you're legitimately potentially looking at a generational money maker like buying $xom below $40"
X Link @taobanker 2025-06-16T17:46Z 7907 followers, 7547 engagements

"Damage report: $ELF - XXXX% $TER -XXX% $BABA -XXX% $DENN -XXX% $RES -XXX% $CMP -XXX% $CRI -XXX% $HLX -XXX% $GNK -XXX% $PKE -XXX% $FDX -XXX% $COLM -XXX% $ALRM -4.5%"
X Link @taobanker 2025-10-10T20:43Z 7909 followers, 4324 engagements

"@LootDropCapital china is crushing them all"
X Link @taobanker 2025-10-10T19:22Z 7904 followers, XXX engagements

"@ocinv123 damn bruh. so you quit $dxlg i'm genuinely rooting for you but yeah man concentrated investing is a brutal game"
X Link @taobanker 2025-10-13T01:14Z 7909 followers, XX engagements

"$maps the quality play in 2025 🚀 🚀 🚀"
X Link @taobanker 2025-08-05T08:48Z 7905 followers, 1650 engagements

"how much would $mtn be worth in a private market deal"
X Link @taobanker 2025-09-09T16:39Z 7905 followers, XXX engagements

"I'm cash strapped but I picked up tiny amounts of $esp $wen $cold $dpuky $dom.l here"
X Link @taobanker 2025-09-19T15:01Z 7905 followers, XXX engagements

"Almost got really excited about $bmrry $bme.l "overstated depreciation" then realized I was just looking at the absolutely insanity of IFRS cash flow statement. still think the stonk is too cheap but maybe more downgrades are looming"
X Link @taobanker 2025-03-23T03:58Z 7907 followers, 2220 engagements

"@CRSRBL1 I'm a boomer so I just figure everything in china is a scam but yeah that would be my go to chinese stock. sorry dont have anything useful to say there"
X Link @taobanker 2025-10-14T00:23Z 7903 followers, XX engagements

"I knew that shorting $spg was not a great idea. Probably not a terrible idea either if you have good longs -- but there are better shorts"
X Link @taobanker 2025-10-04T12:59Z 7903 followers, XXX engagements

"wow have been graciously getting educated about $stwd and coming around to appreciating this as a pretty special company. this company is invested across the entire real estate capital stack basically juicing up an equity sliver of real estate by leveraging up around XXX% to lend at a spread. meanwhile they also have a loan servicing division. trading at 1.1x TBV doesn't make sense to me and it doesn't seem like there are any reasonable comps around. this is probably the best one stop shop for real estate exposure imo. i would love to hear the bear case"
X Link @taobanker 2025-10-01T00:02Z 7908 followers, 5443 engagements

"$BBWI has a similar financial profile as $SBH which has nearly doubled and $ODP which has a takeout offer Few understand this"
X Link @taobanker 2025-09-25T23:05Z 7905 followers, XXX engagements

"Ask me about any stock dawg"
X Link @taobanker 2025-10-14T00:02Z 7906 followers, 2364 engagements

"I can't buy $brkr on Schwab online. tells me I need to call in.crazy"
X Link @taobanker 2025-09-03T14:17Z 7908 followers, 1829 engagements

"I'm reading the $TOKMAN deck as well as reddit conversations about tokmanni. Similar discounter setup as $bme.l with a fresher story / growth narrative but not as cheap on forward estimates. It looks like they've faced some macro + competitive headwinds plus struggled with integrating a major acquisition from july 2023. at 10x fwd earnings it seems pretty compelling but $bme.l is already so much cheaper larger and more proven of a business model"
X Link @taobanker 2025-09-06T16:27Z 7904 followers, 1677 engagements

"Arguments for or against $BUR at XXXX TBV"
X Link @taobanker 2025-09-30T14:47Z 7909 followers, XXX engagements

"$HE for 7.5x fwd ebitda"
X Link @taobanker 2025-09-23T11:37Z 7905 followers, 1167 engagements

"I have X% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"
X Link @taobanker 2025-07-22T21:32Z 7908 followers, 5011 engagements

"@evrgn11112231 Sorry bro we're gonna need you to deactivate again for $bme.l to go up again"
X Link @taobanker 2025-10-07T23:07Z 7907 followers, XXX engagements

"@BMarcham40867 I like these ones because they're well managed with significant U.S. revenue so it's like I own rocks domestically + around the world. $BZU.MI $GCC.MX $5233.T Plus $SRC.L is still buyable as a pure play (no cement)"
X Link @taobanker 2025-07-25T16:56Z 7905 followers, XXX engagements

"With Lockheed hyping up its own drone is there a credible buyer or $ktos If not could be a good short"
X Link @taobanker 2025-10-09T12:46Z 7906 followers, 2394 engagements

"Anyone else thinking of $bur as a solid diversifier here"
X Link @taobanker 2025-08-01T15:01Z 7909 followers, 1937 engagements

"Okay this is pretty interesting. Anyone been riding Hiscox here as it grinds higher Trading at less than 10x 2026 consensus. $HSX.L"
X Link @taobanker 2025-08-31T20:59Z 7909 followers, 1018 engagements

"@tradingrust but private burrito taxi inflation has been crazy tho"
X Link @taobanker 2025-10-13T18:29Z 7909 followers, XX engagements

"I feel like I'm one of the only people focusing on international listings with significant U.S. revenue: $KNBWY (25%+) $BZU.MI (50%) $GCC.MX (majority) $GRUMAB.MX (majority) $5233.T (majority of income) $BB.PA (30%) $YAMCY (20%+)"
X Link @taobanker 2025-07-03T19:20Z 7905 followers, 2128 engagements

"I think it's pretty cool that my fixed income quant managed to buy the bottom in TIPS after doing nothing for X years"
X Link @taobanker 2025-10-10T20:10Z 7904 followers, XXX engagements

"i have a XXX% position in $cold . largest REIT position in at least a year"
X Link @taobanker 2025-09-29T14:23Z 7905 followers, 4434 engagements

"I have traded this several times over the last few years. it's probably good for a boink here at least. But potentially worth a longer hold with rates coming down. We are going to see a massive bid for dividend yield if rates go any lower imo"
X Link @taobanker 2025-10-11T14:22Z 7905 followers, 2218 engagements

"$GFGSF I tweeted about this gold explorer a while back. It has a XX% stake from $AGI and Timothy Stabozs of seekingalpha is a large investor. I've already picked up pretty much as much as I can so have at it"
X Link @taobanker 2025-10-09T16:06Z 7907 followers, 1783 engagements

"@Twasluck1 god damnit man you're gonna roast me i bought $bb.pa $fila.mi and $fcc.mc"
X Link @taobanker 2025-09-18T20:30Z 7908 followers, XXX engagements

"Without knowing anything particular about this situation I see the debt loads and the stock prices and it just seems like there's way more downside across the board. That's why I took a break from the TiO2 trade after just a quick shot. Maybe $LYB products have a different situation but China is plowing everyone and valuations are only down like XX% from the peak with massive bloated balance sheets"
X Link @taobanker 2025-10-11T15:32Z 7909 followers, XXX engagements

"I would like to know if you're buying $SFM $ACI or $NGVC Today I loaded up on $VLGEA"
X Link @taobanker 2025-10-06T21:08Z 7907 followers, 1529 engagements

"@VulmearJ45663 The thing that kept me away from $FLO recently is that honesty i didn't know they owned tastykakes and some other junk food brands. They might be totally screwed. What campbells is doing is more stable than $FLO imo. I think it's all in trouble. Beer is a much simpler concept"
X Link @taobanker 2025-10-06T23:06Z 7905 followers, XX engagements

"Miller Lite and Coors Banquet been popping off lately yet you're still bearish $tap"
X Link @taobanker 2025-09-28T13:34Z 7906 followers, 1725 engagements

"$CPB gross margins is an insane bruh moment"
X Link @taobanker 2025-10-09T18:03Z 7907 followers, 1895 engagements

"Just saw that $NC scored another limestone mining contract. yep. Nacco is a one stop shop for oil & gas royalties contract coal mining limestone mining and mitigation services and of course lithium at $LAC thacker pass. Few understand this"
X Link @taobanker 2025-10-01T15:10Z 7906 followers, 1016 engagements

"$CROX acquired jibbitz for $20mm in 2006 jibbitz did over $200mm sales in 2024"
X Link @taobanker 2025-10-10T10:41Z 7905 followers, 7005 engagements

"is this the bull case for $cbl"
X Link @taobanker 2025-10-13T14:18Z 7907 followers, 1786 engagements

"Massive refi potential at $BBWI"
X Link @taobanker 2025-10-04T16:01Z 7906 followers, 1409 engagements

"Imagine just going XXX% long $stwd XXX% short $vnq and just being a legend for the rest of time"
X Link @taobanker 2025-10-06T17:51Z 7908 followers, XXX engagements

"@Tintincapital I've been looking at it on and off for years. The convertible bond is a gamechanger"
X Link @taobanker 2025-10-04T13:53Z 7905 followers, XXX engagements

"$MGPI historically this seems like a pretty fucking terrible business on all fronts that lucked their way into one temporarily successful brand during COVID. That said they did plow hundreds of millions into the business with windfall profits and the balance sheet is still decent -- better than decent actually since they issued a $200mm convertible due 2041 at XXXXX% interest. Distillery has been making $125mm+ per year. Branded + ingredients should be able to do $50mm+ combined. $50mm for corporate overhead and some interest. Add it all up and I'm thinking $100mm normalized free cash flow is"
X Link @taobanker 2025-10-04T13:41Z 7909 followers, 1322 engagements

"watched gattaca again with my dad. damn that's a good movie fr"
X Link @taobanker 2025-10-15T00:37Z 7906 followers, XXX engagements

"You know what's crazy is that $wen is arguably even cheaper than $dom.l here"
X Link @taobanker 2025-10-09T20:22Z 7901 followers, XXX engagements

"$COLD is selling at a XX% discount to the lowest street price target out of XX price targets after being consensus downgraded by XX% in the last year and you're bearish"
X Link @taobanker 2025-09-29T17:11Z 7905 followers, 3226 engagements

"Nuclear fusion Just lmao. My quant is building a datacenter powered purely by vacuum energy"
X Link @taobanker 2025-10-13T10:07Z 7905 followers, XXX engagements

"Anyone wanna share their $VZ take with the rest of the class"
X Link @taobanker 2025-10-09T20:33Z 7905 followers, 1067 engagements

"@evrgn11112231 Hmmm. interesting to hear that coming from you. don't you screen everything for a XX year outlook Is something stopping $UNP from averaging X% EPS growth for the next decade or is that just not cheap enough for you"
X Link @taobanker 2025-10-11T18:44Z 7905 followers, XXX engagements

"The real point of tokenization is so that blackrock can collateralized + seize everything you own in the next flash crash"
X Link @taobanker 2025-10-14T13:23Z 7906 followers, 1632 engagements

"My nasdaq vibe is nasdaq has to hold this level right here or it's over"
X Link @taobanker 2025-10-13T14:56Z 7905 followers, XXX engagements

"Wow $YELP this is worth reading"
X Link @taobanker 2025-08-13T15:23Z 7909 followers, 2104 engagements

"$SFM I've decided this is a pass for me here and something I would like to re-evaluate if it hits $9bb mrket cap"
X Link @taobanker 2025-10-06T23:16Z 7907 followers, 1549 engagements

"$CPB hit with brutal earnings estimate downgrades. This is lower than I ever expected revisions to get. It could be a buy here but I'm more focused on alcohol stocks which should also be immune to SNAP reform as a bonus"
X Link @taobanker 2025-10-06T21:58Z 7906 followers, 1004 engagements

"I own $bme.l because it's very cheap. But $abf.l is actually an incredibly good business too. Which is crazy. This is one of the most well-rounded defensive conglomerates on the market. But since it's in the U.K. it gets a 10x multiple. lmao"
X Link @taobanker 2025-07-02T01:24Z 7907 followers, 3570 engagements

"wow $bme.l $bmrry"
X Link @taobanker 2025-06-16T17:01Z 7903 followers, 1419 engagements

"If investing in magnets works (see $NOPMF) then shouldn't investing in lasers also work Can anyone disprove the above logic $IPGP"
X Link @taobanker 2025-08-11T22:14Z 7908 followers, 1876 engagements