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@taobanker Avatar @taobanker taobanker

No specific company is dominating the conversation. However, some stocks being discussed include $tap, $moh, $cnc, $yelp, $mgni, $abf.l, $bme.l, and $cold. The Supreme Court and US politics are also being mentioned, with some users discussing the potential impact on certain stocks.

Engagements: XXXXXX #

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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 XXXXX% finance XXXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX% currencies XXXX% fashion brands XXXX% social networks XXXX% musicians XXXX% automotive brands XXXX%

Social topic influence $tap #13, $bmel #1, if you 2.25%, dividend #453, stocks 1.69%, business 1.69%, market cap #628, debt #1586, $rcopa #1, strong XXXX%

Top accounts mentioned or mentioned by @nuggetcapital @jnconkle @capitalfang @kanye8210 @secrets4stocks @bobertbedford @hugomanenti @grok @joinyellowbrick @cmo040958 @stateslacker @saynototrading @johndoeknowsguy @oldmammoth69 @kerrisdalecap @blondesnmoney @mrneutralman @thebenschmark @zarathustracap @urinsideman

Top assets mentioned Molson Coors Beverage Co Class B (TAP) Procter & Gamble (PG) Nexa (NEXA) Limitus (LMT) Carter's Inc. (CRI) WEN Token (WEN) Medicalchain (MTN) MediBloc (MED) Americold Realty Trust, Inc. (COLD) Flowers Foods, Inc. (FLO) Abercrombie & Fitch Co. (ANF) CarGurus, Inc. Class A Common Stock (CARG) Acco Brands Corporation (ACCO) Alexandria Real Estate Equities Inc (ARE) Lineage, Inc. Common Stock (LINE) CarMax, Inc (KMX) Kodiak Gas Services, Inc. (KGS) Alphabet Inc Class A (GOOGL) Burford Capital Limited (BUR) STARWOOD PROPERTY TRUST, INC. (STWD) Lululemon Athletica Inc (LULU) Cross The Ages (CTA) Neural Protocol (NRP) Campbell Soup Company (CPB) WW International, Inc. Common Stock (WW) COPT Defense Properties (CDP) Highwoods Properties Inc. (HIW) TRONOX LIMITED CL A ORDINARY SHARES (TROX) CareCoin (CARE) Philip Morris International Inc. (PM) Robinhood Markets, Inc. (HOOD)

Top Social Posts

Top posts by engagements in the last XX hours

"The threshold between "that's interesting" and putting on exposure or forming a trading plan is everything. For example take insider buys on $trox recently or massive move in $msos. Did you "find it interesting" or did you think of a way to get the right amount of exposure in the right way. Personally I just found them interesting lol"
X Link 2025-08-19T16:02Z 8945 followers, XXX engagements

"Alright I couldn't resist the $FLO dividend. Picked some up again"
X Link 2025-09-15T17:48Z 8942 followers, 1201 engagements

"Your goal should be to become so big that when you blow up a small regional bank is forced to give you an interest free XX year loan $CARE"
X Link 2025-10-24T23:08Z 8945 followers, 1256 engagements

"Jesus facking christ $flo"
X Link 2025-11-19T22:27Z 8942 followers, 18.3K engagements

"money-incinerating nepo-retard management at $RDI has decided to prioritize installing heated seats as the company spirals toward bankruptcy"
X Link 2025-11-26T23:19Z 8942 followers, 1109 engagements

"Apparently Putin said he's serious fr this time about doing a deal $LMT"
X Link 2025-11-28T16:16Z 8942 followers, 1318 engagements

"Im gunna be honest there's a high probability that the illuminati has mind-reading tech bc a few weeks ago I was watching mortal kombat thinking "what if they made something like this but better" and now netflix literally just put out a new movie about a death tournament"
X Link 2025-11-30T00:38Z 8942 followers, 1145 engagements

"@AnshulPuri0 with philip morris controlling $hmsp i think there's plenty of upside"
X Link 2025-12-02T00:09Z 8945 followers, XXX engagements

"I like the guys on here who have their own proprietary buy/sell models. I wanna be like the Jim Simons of the indyquant group chat"
X Link 2025-12-04T15:26Z 8944 followers, XXX engagements

"@SayNoToTrading To be honest I lost my cool. I should have just lied and said i was looking at robinhood signup bonus. Schwab policy is that they need to see a competing offer. Since i threatened IBKR they just don't do anything. The stupidity of it all is what made me lose my cool"
X Link 2025-12-05T00:09Z 8944 followers, XXX engagements

"@AB1001_disciple Do you have an opinion on $4751 They own the popular horse racing video game Uma musume but it seems like google searches peaked mid year"
X Link 2025-12-05T22:28Z 8942 followers, XXX engagements

"damn. "what rumors have you heard" is an absolute banger and a half.will try to remember this one for next time i'm out irl"
X Link 2025-12-06T20:45Z 8942 followers, 1202 engagements

"@Arya__Deniz @BillAckman I XXX% agree with that but god damn they really make you think about that in california and nyc these days"
X Link 2025-12-07T20:09Z 8945 followers, XXX engagements

"@Arya__Deniz @BillAckman I totally get it. If living in nyc is what makes you feel alive wisdom is paying the fuckin taxes. People who move to florida seem to spend a lot of energy convincing themselves they made the right decision"
X Link 2025-12-07T20:13Z 8942 followers, XX engagements

"@Arya__Deniz @BillAckman I agree"
X Link 2025-12-07T20:16Z 8943 followers, XX engagements

"The whole point of a boxing match is that we need to be able to suspend disbelief and imagine these guys in a bout of fisticuffs. Allowing so much clinching that half of the fight is just the ref breaking up clinches ruins that. Boxing is not a serious sport unfortunately"
X Link 2025-12-07T21:43Z 8945 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 2025-01-28T19:27Z 8960 followers, XXX engagements

"$remyy $rco.pa edition"
X Link 2025-02-28T16:35Z 8964 followers, XXX 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 2025-06-16T17:46Z 8951 followers, 7697 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 2025-09-06T16:27Z 8951 followers, 1874 engagements

"don't hate me for this but i think $rco.pa works from here"
X Link 2025-09-18T22:29Z 8964 followers, XXX engagements

"International stocks that I really should buy here: $OLVAS I love what they're doing with recent acquisition spree $BA.BK it's dumb af not to own this airline/airport/hospital triple play"
X Link 2025-09-23T09:50Z 8962 followers, 1356 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 2025-09-25T22:35Z 8964 followers, 2289 engagements

"$PEW Grab-A-Gun online gun retailer and busted IPO seems dumb enough to work in this market"
X Link 2025-10-01T18:01Z 8950 followers, 2306 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 2025-10-03T13:47Z 8951 followers, 1000 engagements

"I saw that $ORR owns $GRUMAB.MX dominant tortilla player and share cannibal trading at 10-12x near term earnings"
X Link 2025-10-18T14:17Z 8950 followers, 7037 engagements

"The interesting thing about it $kos is that it isn't total dogshit which implies that it could 5x-10x if pricing recovers"
X Link 2025-10-20T20:09Z 8969 followers, 1780 engagements

"Just refreshed the rock tracker. Not much has changed in terms of the top picks. In my opinion $5233 $GCC.MX and $BZU.MI are the blue chips. $LOMA is interesting but look at it side by side with $GCC.MX and it's just like why take that risk"
X Link 2025-10-22T06:34Z 8951 followers, 3860 engagements

"At home elderly care up XXXX% y/y go all-in on $ADUS"
X Link 2025-10-24T13:12Z 8964 followers, 2579 engagements

"After expressing interest in $BZU.MI rocks report by @KerrisdaleCap I was graciously invited to a Zoom call with him and his top rocks analyst. I love the internet One nuance I learned about the rock + cement industry is that if you're sufficiently inland"
X Link 2025-10-27T16:08Z 8951 followers, 3146 engagements

"My airline quant told me i need to own $vlrs I have made so many bad decisions in the last X months Think I need a vacation"
X Link 2025-10-28T14:42Z 8968 followers, 1587 engagements

"Have you been watching what's going on in $MAA Absolute bludgeoning in this sunbelt REIT which is lightly-levered As I've been warning for a while real estate valuations remained too high relative to realcos. There are now good opportunities with $TLT breaking out"
X Link 2025-10-29T00:47Z 8945 followers, 2218 engagements

"Towerview has been bagholding $TRC for SEVENTEEN YEARS"
X Link 2025-10-30T18:34Z 8960 followers, XXX engagements

"$PTLO the mrket literally always trends in the right direction ever since crime was legalized"
X Link 2025-11-04T15:37Z 8964 followers, XXX engagements

"US Grocery Comp table $ACI $KR $VLGEA $IMKTA $WMK $SFM $NGVC Notes: - Surprised to see the breadth of sector shorting with even $WMK shorted - I think $SFM is buyable but it's a bet on their consumer sticking around w/ price hikes - Looking to re-enter $VLGEA after tax wash"
X Link 2025-11-04T18:05Z 8964 followers, 1590 engagements

"Howdy folks. I did another round of Sunday Market Prep this week on my blog. I also posted some thoughts on my experiences managing watchlists/spreadsheets: $BME.L $OMSE $TUSK $BBW $CROX $LULU $ANF $CRI"
X Link 2025-11-09T20:27Z 8951 followers, 3061 engagements

"give me the worst case scenario buying $geo here"
X Link 2025-11-13T21:49Z 8960 followers, 1906 engagements

"Holy shit. I'm looking into $CARG and I feel like I'm on the verge of actual alpha here and not just shitposting. Basically they have been committing the mortal sin (in this market) of weak top line but they have been winding down their shitty wholesale business"
X Link 2025-11-16T14:06Z 8963 followers, 19K engagements

"it really does say so much when management buys back shares aggressively see: $carg recently"
X Link 2025-11-16T14:26Z 8967 followers, 1906 engagements

"I've been informed that @KerrisdaleCap is hosting a $bzu.mi / cement spaces at noon EST. I will be joining and may ask some questions"
X Link 2025-11-17T16:40Z 8950 followers, XXX engagements

"@toiletkingcap buy $adus and $che never sell them this is financial advice"
X Link 2025-11-19T02:10Z 8960 followers, XXX engagements

"What is the last great investment recommendation Mike Green made Serious question. Off the top of my head: - Launched $CTA at the top - Has said to buy TIPS for like X years now - Commentary about passive flows makes zero sense to anyone who trades or even watches the market"
X Link 2025-11-19T15:49Z 8957 followers, 1194 engagements

"Man im going to be furious id they bail out OpenAI without bailing out $BME.L shareholders"
X Link 2025-11-20T13:13Z 8951 followers, XXX engagements

"Believing that these world-class assets will not recover long-term Is one of the most retarded beliefs someone could have $MTN"
X Link 2025-11-22T15:22Z 8964 followers, 4024 engagements

"I enjoyed reading this $fila.mi writeup would like to see someone directly compare it to $bb.pa"
X Link 2025-11-24T02:28Z 8951 followers, 1695 engagements

"Top two Spanish writeups I am interested in: $FCC.MC it's mostly a water and waste utility.controlled by slim group. 12-13x earnings.it's outrageous that I have to ask ppl to talk about this come on let's figure it out $IMC.MC cement / real estate spinoff of $FCC.MC"
X Link 2025-11-27T18:13Z 8964 followers, XXX engagements

"Not to brag but I'm breakeven on my $TAP cost basis now 😭"
X Link 2025-11-28T16:56Z 8952 followers, 1166 engagements

"Is anyone else thinking that tariffs on apparel going away is one of the most asymmetric market setups in quite some time"
X Link 2025-11-29T20:12Z 8950 followers, 4726 engagements

"@benbonning The thing that makes me so bullish about this sector is that the market previewed a reaction on supreme court day but i genuinely think the market just got distracted because so much is goign on. just leaving this opportunity hanging out there mispriced"
X Link 2025-11-29T20:15Z 8952 followers, XX engagements

"@kanye8210 @jnconkle I bought $WIIM but could only get a partial fill and was too lazy to ever top it off . i will probably sell in january for the long term gain $hmsp looks buyable and so does $mlbi"
X Link 2025-12-01T02:36Z 8964 followers, XXX engagements

"sold half my $anf to buy $fonr few understand this"
X Link 2025-12-01T15:05Z 8951 followers, 1570 engagements

"wow didn't even notice the $rco.pa collapse.market cap now inventory"
X Link 2025-12-01T17:45Z 8960 followers, XXX engagements

"It feels like I'm taking crazy pills when I think about how $abf.l is really a great conglomerate with no real issues and it just trades for 11x earnings just because it's listed in the U.K"
X Link 2025-12-01T18:47Z 8964 followers, XXX engagements

"PERMANENT INCOME PORTFOLIO: - Strong balance sheets - Lindy - International exposure $CET $NRP $HMSP.JK $MLBI.JK $MTN $BB.PA $ABF.L $TWE.AX $YAMCY $GRUMAB.MX $TAP $LMT"
X Link 2025-12-01T23:19Z 8950 followers, 1096 engagements

"$med i've never seen something blow up quite like this i mean this is really incredible"
X Link 2025-12-02T00:14Z 8947 followers, XXX engagements

"Once a stock like $iaux starts to run and get some momentum to it the entire narrative can change especially in an extended gold bull market. For example a classic late cycle gold miner sentiment is that the gold that's yet to be mined is valued more than current production"
X Link 2025-12-02T00:35Z 8963 followers, XXX engagements

"the top of $bur is when the argentina president says "trust me bro" the bottom of $bur is when everyone (myself included) believes their accounting is borderline fraud remilio"
X Link 2025-12-02T00:45Z 8964 followers, 1423 engagements

"$BB.PA listen most of you aren't ready for this conversation and that's ok but people need razor blades pens lighters and hairbrushes it's ok to buy this company at 10x earnings with no debt and a XXX% dividend even though it's french"
X Link 2025-12-02T22:55Z 8951 followers, 1301 engagements

"$IWB.MI why can't this piece of shit make a recovery this lowkey reminds me of $ors.mi. Why is it trading for 6x trailing earnings and 8x fwd earnings this is wild. gotta add this to the alcohol basket. $MGPI $TAP $IWB.MI $TSRYY i think these are the best alcohol stonks"
X Link 2025-12-02T23:22Z 8965 followers, XXX engagements

"@CapitalFang this one has just been a total disaster everyone hates this piece of trash good idea. how does it stack up versus $acco"
X Link 2025-12-03T14:28Z 8968 followers, XXX engagements

"$ACCO most of you aren't ready for this conversation"
X Link 2025-12-03T14:30Z 8968 followers, XXX engagements

"My quant hmu this morning encouraging me to get back into $TUSK here. teamwork. something that you love to see"
X Link 2025-12-03T19:28Z 8971 followers, XXX engagements

"@CapitalFang seems like $mcs could be a good opportunity with a light capex cycle ahead and last quarter showing progress"
X Link 2025-12-03T20:27Z 8950 followers, XXX engagements

"A great investor is someone who beats the S&P by XXX bps over XX years. A great trader is someone who makes like 100%+ a year until they have millions of dollars. Why exactly do we glorify investors"
X Link 2025-12-04T03:00Z 8966 followers, 81.9K engagements

"Hot take: You gotta decide whether you wanna be a big boy and buckle up here on $ARE"
X Link 2025-12-04T18:48Z 8951 followers, 2376 engagements

"Losers average down on losers Winners know that they're winners no matter what and add to $tap"
X Link 2025-12-05T15:10Z 8951 followers, 1108 engagements

"25%+ drawdown in cyberagent $4751 this is the creator of the now world famous -- after releasing in english -- horse girl racing video game. This is one of those trades where the street is not listening to women. Trading at 18x fwd earnings w/ net cash. That doesn't seem right"
X Link 2025-12-05T16:04Z 8960 followers, XXX engagements

"@JapanDeepValue1 @GothamsNomad Hheeheheh this is exactly the sort of slow moving narrative that allows me to buy at 5x ebitda as the business turns around"
X Link 2025-12-05T22:16Z 8944 followers, XXX engagements

"@AB1001_disciple Wow that's a big pullback in $5253 you long"
X Link 2025-12-05T22:26Z 8968 followers, XXX engagements

"@inflexion mature markets is probably an overly broad term for classifying cement. the U.S. market is in permanent shortage and must import. taiheiyo does sizeable export volume. the japanese market has been oversupplied for XX years and industry now pushing for profitability"
X Link 2025-12-05T22:27Z 8967 followers, XXX engagements

"@JayApted that seems like a very reasonable price it seems the market is concerned that covid was just one big bubble but it seems to me like these guys are good operators riding a long term secular wave now"
X Link 2025-12-05T23:08Z 8950 followers, XX engagements

"@JayApted @HugoManenti also note large special dividends in recent history smart family-run business for long-term benefit only reinvests where they see good opportunities this is a buy and it's better than $vlgea now $vlgea is unfortunately run by dummies"
X Link 2025-12-06T01:50Z 8964 followers, XXX engagements

"Price action is rarely definitive. It's all about finding those moments of asymmetric risk and letting go of the position once they pass. For example $WEN at the moment. It feels like they finally kitchen sinked it while tendies are their best product launch in years. Now"
X Link 2025-12-06T09:54Z 8962 followers, 1718 engagements

"jim bianco female 22-27 unemployment rate X% male 22-27 unemployment rate 7%-8% this is "the hive" in action. most males are literally just worthless to society. will be interesting to see how this resolves"
X Link 2025-12-06T16:09Z 8960 followers, 2777 engagements

"someone posted a few months ago that you should project all social interactions onto the space of cats either purring at each other or hissing at each other. once you start doing this you realize that words are totally meaningless in live social context"
X Link 2025-12-06T20:05Z 8971 followers, 2723 engagements

"@CapitalFang $cbrl to me seems completely blown out. they own a lot of real estate. it will be hard for them to disappoint with such low expectations imo"
X Link 2025-12-07T01:41Z 8967 followers, XXX engagements

"@CapitalFang I never really followed $JACK at some point i tweeted that I found the balance sheet too problematic and was going to just stay away. I'm a big balance sheet guy"
X Link 2025-12-07T02:16Z 8962 followers, XXX engagements

"@ClarkSquareCap My gut tells me texas isn't the answer for me but it's worth exploring with the XXX bps tax arb vs virginia"
X Link 2025-12-07T18:50Z 8945 followers, XXX engagements

"furious because i accidentally overpaid XX cents per share for taiheiyo cement"
X Link 2025-12-08T14:57Z 8965 followers, XXX engagements

"PSA: Remember to hedge"
X Link 2025-12-08T15:22Z 8958 followers, XXX engagements

"no one is talking about how good this tweet was"
X Link 2025-12-08T16:42Z 8964 followers, 1882 engagements

"@shortbus_ace @grok assess the validity of this claim from first principles"
X Link 2025-12-08T18:50Z 8965 followers, XXX engagements

"@jnconkle SOMEONE DUMPED A SHITLOAD OF $PG TODAY AND THAT HAS TO BE ILLEGAL SOMEHOW"
X Link 2025-12-09T01:42Z 8951 followers, XXX engagements

"@BobertBedford Exactly. Where else are you getting an 8%+ IRR like this"
X Link 2025-12-09T02:32Z 8954 followers, XXX engagements

"To be clear I mean trades with the trader labeled"
X Link 2025-12-09T17:49Z 8971 followers, XXX engagements

"Imagine having one of your bois plugged in lowkey live streaming the FOMC meeting to you & knowing that you'll get away with it because you're absolute dawgs gotta be a top all time feeling"
X Link 2025-12-09T18:40Z 8965 followers, XXX engagements

"A lot of people think Steinhardt's Market Wizards interview is completely arrogant but I will say he's one of the only guys who talks about how to be light on your feet and pick spots to take a stand without exposing yourself to known terrible risk mgmt such as stop losses"
X Link 2025-12-09T20:25Z 8971 followers, XXX engagements

"For example recently when I bought those $wmt puts I thought it was an interesting spot to take a stand After a week or so it wasn't really playing out like I was thinking so I basically timed out Now I might take another stab I'm not saying this is the ideal way to trade"
X Link 2025-12-09T20:25Z 8971 followers, XXX engagements

"@BobertBedford @blondesnmoney @louie_da_perl @GoForGrubes2 Hmm I remember when they had a US listing.that would be easier for me to buy. I'm looking at $MOS because gate city capital owns it and $KPLUY because i think it's kinda flying under the radar perpetually"
X Link 2025-12-09T20:31Z 8964 followers, XXX engagements

"$TAP it was priced in The price of $TAP may never change again in our lifetimes"
X Link 2025-11-04T13:14Z 8977 followers, 1134 engagements

"$tap might make a bid for $fevr.l the financials might mke sense if they fudge enough synergies"
X Link 2025-11-11T00:53Z 8977 followers, 1639 engagements

"Was just catching up on VIC pitches. One guy wrote an entire industry research report about GLP drugs and generational alcohol demand. His conclusion is to short $TAP. His analysis had zero mention of amortization or fcf. Guy thinks he's shorting 9x earnings instead of 7x lmao"
X Link 2025-11-15T02:34Z 8977 followers, 3659 engagements

"If you think about it after taking kitchen sink impairment charge $tap has now increased its GAAP earnings power which should surprise analysts / investors shorting on gaap numbers"
X Link 2025-11-15T23:01Z 8977 followers, 1197 engagements

"best boomer idea i got is still $tap and its not even close"
X Link 2025-11-20T22:44Z 8977 followers, 2181 engagements

"I'm gonna be super clear about this: BUY COMMODITY BEER $TAP"
X Link 2025-11-21T13:09Z 8977 followers, 4495 engagements

"@ChamliesCharles @BillBrewsterTBB @ShakerBall_Cap any thoughts on $avd"
X Link 2025-11-24T15:29Z 8978 followers, XX engagements

"$CPB $WEN $TAP I genuinely thought there was at least some slight edge in being aware of some accounting nuances / udgments such as amortization add-back or one-off m&a costs in hindsight it seems kind of obvious that such misunderstandings are exceedingly rare in mid+ cap"
X Link 2025-12-05T03:01Z 8976 followers, 1165 engagements

"HUGE Y/Y STREET PT DOWNGRADES $NVO -XX% $FRPT -XX% $BME.L -XX% $CAVA - XX% $KMX -XX% $LINE -XX% $COLD -XX% $ARE -XX% $PTLO -XX% $LULU -XX% $CRI -XX% IT'S ALL A BIG GAME OF GRAB ASS BETWEEN PODS AND STREET.GET IN WHERE YOU FIT IN AND SQUEEZE FIRM WHEN YOU FEEL TUSHY"
X Link 2025-12-09T01:35Z 8978 followers, 3528 engagements

"@OldMammoth69 The AI says it's merchandising inventory and product launches I mean they've been winning market share in a tough industry"
X Link 2025-12-10T18:13Z 8978 followers, XX engagements

"Some ideas for the week ahead type shit $TAP $GEOS $ACCO $CRWS $GOOG $CNC $TMO"
X Link 2025-06-22T15:45Z 8970 followers, 8454 engagements

"$TUSK XXX% net cash to market cap -XX% workingc apital XX% NPPE .4 TBV"
X Link 2025-10-23T22:34Z 8972 followers, 4692 engagements

"$COLD $LINE we have entered the puke zone. these stocks are ruining investing careers at this point. otherwise good real estate analysts completely missed the cyclical dynamics. that said cycles turn both ways.could be tons of money to be made here"
X Link 2025-11-11T19:08Z 8971 followers, 1778 engagements

"$MED -XXX% net debt to market cap -X% working capital XX% PPE"
X Link 2025-11-12T23:41Z 8972 followers, XXX engagements

"$EQT selling down another chunk of $KGS could be a great opportunity to add exposure to compression space"
X Link 2025-11-13T17:28Z 8973 followers, XXX engagements

"my quant was saying $cri is a goated tariff play"
X Link 2025-12-01T21:14Z 8972 followers, 1016 engagements

"$TUSK sells (their only) profitable unit for $30mm This is probably good news but I mean this is a really weird situation overall"
X Link 2025-12-02T22:49Z 8972 followers, XXX engagements

"@NuggetCapital @GhostofCMGI by definition if people arent skeptical when ur buying something is wrong here. i still dont have a position but like $cold this is how the cyclical game goes. Nugget you understand the deal this is a betting game timing is tough and no sure things. It's about the upside"
X Link 2025-12-05T00:19Z 8973 followers, 1074 engagements

"@NuggetCapital @PeterGFBarr dividend cuts are underrated catalysts look at that upside on $kss after the dividend cut flush lots of forced selling"
X Link 2025-12-05T01:40Z 8973 followers, 1111 engagements

"$dxlg up XX% on no news nothing simply because it was literally trading as a free company that is priced to do nothing except blow up straight to 0.this is upsetting. i need to be on top of situations like this"
X Link 2025-12-05T03:05Z 8973 followers, XXX engagements

"Daily reminder: The Fed balance sheet is at April 2020 size even though the economy grew a ton since then. Stonks are at all time highs. No one understands what is going on"
X Link 2025-12-08T23:28Z 8971 followers, 1500 engagements

"It's interesting how quantitative analysis is typically focused (necessarily) on market data as opposed to trader data / historical trades One wonders if the real edge of the multi managers is a giant database of trades"
X Link 2025-12-09T17:44Z 8972 followers, XXX engagements

"Incorrect. A bank is an entity with a state license to create new fiat deposits when it issues loans"
X Link 2025-12-09T21:06Z 8972 followers, 1346 engagements

"Dumb but effective mindset shift: Taking my price targets more seriously when they get to .9 of target instead of X and not stressing about all the ones stuck in the middle. Logically this makes no sense as I could simply shift all price targets but brain-wise it kinda helps"
X Link 2025-12-09T23:03Z 8973 followers, XXX engagements

"However I find their business logic sound. Furthermore California price gouging restrictions will be expiring soon. Additionally it sounds like the export terminal in Indonesia is nearing completion. Overall everything sounded good to me except the Philippines sucking"
X Link 2025-12-10T03:49Z 8973 followers, XXX engagements

"Just loaded up on $NEXA. It's thinly traded but I don't really care much about moving the price. Shit reminds me of $CNRD. If you buy it here you're either so right or so wrong X% or XX% just doesn't matter"
X Link 2025-11-12T15:20Z 8975 followers, 1269 engagements

"$ww reorged but is still forecasted to have XX% 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 2025-11-18T22:20Z 8976 followers, 2378 engagements

"Good afternoon folks. It's a bit rushed but I just put out my (bi)weekly recap and ideas for the week ahead. If you want to read the rest you're going to need to click some buttons. $LEGH $KMX $CARG $TLT $NCSM $UGI $LOVE $GTBIF $AMTM $TOKMAN $STWD $ANF"
X Link 2025-11-23T17:21Z 8976 followers, 8524 engagements

"what is a good price to buy $hypd"
X Link 2025-12-03T15:56Z 8975 followers, XXX engagements

"$IMC.MC completely ignored $1bb+ special situation in Spain . it's incredible. $1bb companies in Spain get less attention than a $10mm nanocap in Canada . that's the sweet smell of opportunity"
X Link 2025-12-04T14:52Z 8978 followers, 1572 engagements

"$PG GOD DAMN MAN LOOK WHAT THEY DID TO MY BOY IF GOLD WASN'T UP XXX% THIS YEAR A LOT OF BOOMERS WOULD BE HAVING A MENTAL HEALTH CRISIS"
X Link 2025-12-09T01:41Z 8981 followers, 2097 engagements

"I'm reviewing the full package and honestly Schwab is the better brokerage for me than IBKR even though I hate them and my rep. All I would really be gaining from IBKR is cheap international trading and better automated order types. I'd rather just trade F listings on schwab"
X Link 2025-12-09T14:51Z 8981 followers, 1013 engagements

"@RoryRonan2 Usually what it comes down to is wanting a certain lifestyle while also wnting to feel like you're saving for the future. Unfortunately NYC is literally just the max pain trade of making that tradeoff no matter what because you alwys want a better lifestyle in nyc"
X Link 2025-12-09T20:36Z 8981 followers, 12.8K engagements

"$CBRL looked like a news failure when it refused to die on that terrible earnings report $WEN massive piece of shit but very cheap when you really break down the financials into owner's earnings"
X Link 2025-12-10T22:48Z 8978 followers, XXX engagements

"$XPEL screens as kind of cheap but most of you aren't ready for that conversation: 15x earnings XX% revenue growth X% net cash position no dilution"
X Link 2025-09-26T23:10Z 8970 followers, 2389 engagements

"why is $mtn struggling in k shape recovery jack price. raise the bar. keep out poors"
X Link 2025-10-16T14:06Z 8971 followers, 1077 engagements

"Tired of being tossed around by the market recently I've spent some time taking a first pass at a long term dividend / bond alt basket. Note avg dividend is overstated due to $BME.L data issue. Thoughts $UNP $CNI $BAH $TAP $TGT $ABF.L $BME.L $LMT $NRP $CABGY $CCHGY $OLVAS"
X Link 2025-10-29T22:48Z 8970 followers, 1555 engagements

"$ABL listen all I'm saying is that these 3-6 month double dip washouts have been the market's go-to move for setting bottoms"
X Link 2025-10-31T20:48Z 8971 followers, 1024 engagements

"jfc citrini wrote a lot about gas. I ain't reading all that. Nice to see the compression shoutout tho with $KGS. Will ask my AI to summarize how it relates to $PNRG"
X Link 2025-11-01T15:45Z 8971 followers, 1108 engagements

"$MTN is less than 10x ebitda idk"
X Link 2025-11-06T21:42Z 8971 followers, XXX engagements

"Last post about $nexa but it's wild how people aren't even really talking about how their main product zinc has been surging in price for months. No one is even really sketching out a real bull case. But it's absolutely massive"
X Link 2025-11-13T17:00Z 8971 followers, 1024 engagements

"The backdrop: It was 2022. The market was in turmoil. No one knew where to turn but $DBMF number was going up. The solution: "Macro Strategist" Mike Green launches and aggressively markets competing product $CTA as a refuge from "passive flows" The outcome:"
X Link 2025-11-22T23:58Z 8970 followers, 1185 engagements

"- The result is that the E&P constantly have a weak negotiating stance versus the compression oligopoly especially after CCLP got absorbed by $KGS - The E&Ps are stuck in "Capex tango" they must pay the compression providers 15%+ ROIIC forever.they can never take capex hit"
X Link 2025-11-28T00:37Z 8970 followers, XXX engagements

"@NuggetCapital typo but it reminds me of $CDP reit that leases to defense industry. seems like a pretty unbeatable model. i'm wondering if they are beat up with the rest of reits but deserve a bigger premium"
X Link 2025-12-04T23:49Z 8970 followers, 2978 engagements

"$AMZN for 29x fwd earnings is honestly just making me mad about how I didn't buy Google for 16x fwd earnings. Is this even better than google at the moment The marketplace is all chinese trash. Idk"
X Link 2025-12-05T00:39Z 8971 followers, 26.1K engagements

"when you really think about it $cost has a lot of downside and not much upside like right now"
X Link 2025-12-06T00:45Z 8972 followers, 1543 engagements

"$HIW $APLE looking pretty decent here.my REIT quant has been messaging me for months about how $APLE is a lowkey world cup play since they have hotels in every major world cup market and also republican convention. no brainer long"
X Link 2025-12-06T16:27Z 8970 followers, 2660 engagements

"$alex takeunder by blackstone JV at XX% premium to manipulated XX week low.robbery"
X Link 2025-12-08T22:45Z 8971 followers, 1881 engagements

"25x lowest earnings estimate for $RCO.PA $REMYY If you believe that earnings estimates have bottomed that is probably a good buying opportunity"
X Link 2025-12-08T22:53Z 8972 followers, XXX engagements

"@AmbushC15225 I think $RCO.PA is better"
X Link 2025-12-08T23:28Z 8970 followers, XX engagements

"$PG LOW PRICE TARGET $XXX $PG PRICE: $XXX THIS IS LITERALLY THE BEST OPPORTUNITY UR GONNA GET LOL BUT W/E STAY ON THE SIDELINES THO AND LET REAL SCALPERS SCALP"
X Link 2025-12-09T01:46Z 8971 followers, 2876 engagements

"@deranged_exec Oof that sounds on point I've heard stories of those expensive vacations and they basically sound like humiliation rituals for HENRY professional couples I've heard that some of the vacation expenses are just completely out of line with any reasonable budgeting"
X Link 2025-12-09T21:41Z 8971 followers, XX engagements

"@JapanDeepValue1 Emerging markets seem to be a common trap in cement. The growth attracts investment which leads to excess competition. The key is in understanding and managing the geography -- the rocks / limestone. Limestone is very abundant in certain countries like Indonesia"
X Link 2025-12-10T03:53Z 8971 followers, XX engagements

"One time as a child maybe around XX I went to the movies and commented that the score was impeccable after then it won best score at the oscars that year. I don't even care about the oscars or movies that much this tweet is about how I've always had great taste in everything"
X Link 2025-12-10T04:33Z 8971 followers, 1099 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 2025-06-17T00:00Z 8972 followers, 2310 engagements

"Finally got filled on a X% position in Taiheiyo Cement $5233. I've been eyeing this one for a while now. Company has been buying back shares paying dividend and just completed a massive facility in the Philippines with plans to export some of the capacity. Crazy to think about how much money one can make owning this if Russell Napier's capex boom thesis continues to play out"
X Link 2025-07-02T00:58Z 8972 followers, 15.4K 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 2025-09-07T17:43Z 8972 followers, 5699 engagements

"$BME.L can be summarized as follows: TOO BIG & POPULAR TO BE TOO OBVIOUSLY TOO CHEAP FOR TOO LONG The longer something like this stays cheap the more it stinks"
X Link 2025-10-20T07:20Z 8972 followers, 9307 engagements

"Thinking about this rather excellent $NEXA writeup. Outstanding explanation of the mining cost accounting. Seems like main issue here is the debt but in many ways that's exactly what you want in a deep turnaround. I will be considering a full sized position"
X Link 2025-11-12T10:15Z 8972 followers, 4739 engagements

"Author of this $NEXA writeup lowkey left the best bit in the comments. a stream on XX% of their silver production on largest mine will be reduced to XX% within the year. massive value unlock. I am long"
X Link 2025-11-12T17:31Z 8971 followers, 1906 engagements

"You can tell how the war is developing from how $lmt trades. Actual peace deal likely incoming imo"
X Link 2025-11-25T14:19Z 8972 followers, 1967 engagements

"I'm convinced that I could squeeze a ton of juice out of some properly trained analysts But I'm also convinced that a proper hedge fund manager could patch up like 500bps a year of obvious leaks of mine"
X Link 2025-12-04T02:48Z 8972 followers, 1734 engagements

"after speaking with my schwab relationship guy this morning i fully understand what @SayNoToTrading meant when he said that you need to treat these guys like shit; they aren't there to help you and if you don't shut them down they'll try to sell you life insurance eventually"
X Link 2025-12-04T18:09Z 8972 followers, 2930 engagements

"@everyonehatesp1 how is $gldd doing here record backlog and chart looks incredible"
X Link 2025-12-05T01:21Z 8972 followers, XXX engagements

"Is $VRSK a high quality company with a long runway for growth"
X Link 2025-12-05T15:56Z 8971 followers, XXX engagements

"@JayApted @HugoManenti I think the issue with $ngvc is tht it's not clear what happened in the last year or two that made profits go up so much and now the one street analyst is still very optimistic that continued growth is easy it's pretty easy to imagine normalized earnings of $40mm w X% growth"
X Link 2025-12-06T01:54Z 8972 followers, XXX engagements

"if $yum spunoff taco bell the correct multiple would be 50x-60x as the most invincible lower k / trading down investment"
X Link 2025-12-06T02:20Z 8972 followers, XXX engagements

"@TheBenSchmark doesn't $hiw look pretty decent here"
X Link 2025-12-06T16:26Z 8972 followers, XXX engagements

"@JSE_Invest @Convertbond @DueDoctor yes we've all been aware of the molecule shortage for years.timing is everything.not many people get to make timely macro calls while having bloomberg credentials man"
X Link 2025-12-07T21:12Z 8972 followers, XX engagements

"lately i'm addicted to haribo mega roulettes just an absolutely goated candy"
X Link 2025-12-09T01:18Z 8972 followers, XXX engagements

"OH THANK GOD I WAS LOOKING AT $PG FINANCIALS AND COULDN'T BELIEVE THE INCREDIBLE GARBAGE I WAS SEEING THEN I REALIZED I STILL HAD $KMB FINANCIALS PULLED UP"
X Link 2025-12-09T01:59Z 8975 followers, 5778 engagements

"Opened up $CPB quarterly deck and saw that they're talking about premiumizationizing milano cookies lmao Absolute morons"
X Link 2025-12-09T18:44Z 8972 followers, 1366 engagements

"Just read through $5233 Taiheiyo Cement most recent Q&A session which was extensive. They noted that they will be holding a meeting about US operations soon. The market is sketched out because they have provided no #'s supporting the recent large acquisition"
X Link 2025-12-10T03:49Z 8972 followers, XXX engagements

"have sold a large chunk of my $nexa thank you to the awesome work that people did and shared on this name and congratulations if you trailed my extremely strong endorsement of that work which i basically said is one of the best pitches i saw this year"
X Link 2025-12-10T15:40Z 8972 followers, XXX engagements

"It's interesting to explain trades on the phone. Like I'm explaining $LOVE earnings and it's just like "they added some private equity guys to the board sector has been trading good on earnings more upside than downside" and really that's kind of the whole trade"
X Link 2025-12-10T17:19Z 8972 followers, XXX engagements

"@insolventXBT Let's hear the micropitch"
X Link 2025-12-10T17:53Z 8971 followers, XX engagements

"Incredible move in the $MOVE . how can you not be long bond vol here . Harley Bassman wrote it up in Grant's earlier this month "this is the wrong price" @evan_lorenz"
X Link 2025-11-28T18:20Z 8980 followers, 1088 engagements

"i have started to buy $ngvc which at this price i believe is a better deal than $vlgea as you pay up a bit more for an actual good management team with motion/vision"
X Link 2025-12-08T14:50Z 8980 followers, XXX engagements

"@KNovak80760 I feel like I should be stitching together a handful of niche quant strats at this point"
X Link 2025-12-09T17:45Z 8981 followers, XX engagements

"@PetramcoC yes"
X Link 2025-12-10T11:41Z 8979 followers, XX engagements

"If the British accent is already confirmed to be fake then the only variation between British Indian accents is how hard they're faking the British part. Kind of suss tbh"
X Link 2025-12-11T03:03Z 8980 followers, XXX engagements

"Everyone who has one cent less than me is a lazy stupid bum. Everyone who has one cent more than me is a greedy bastard who lied cheated and stole everything they have"
X Link 2025-12-10T16:02Z 8981 followers, 2107 engagements

"Sam Altman says OpenAI will have a revenue run-rate of $20bb by year end. Estimates of all-in costs seem to be around $20bb-$30bb. XX million retail chatGPT payers currently say approx $10bb revenue. So it sounds like the majority is enterprise / govt"
X Link 2025-12-11T11:47Z 8981 followers, XXX engagements

"white people be like "my child has hyperlexia" then it turns out that this just means their child can spell "Clorox""
X Link 2025-11-30T08:32Z 8974 followers, 1016 engagements

"Check this out. I'm buying $COF.PN for a XXX% coupon and XX% appreciation to par. Capital One makes more money than god on credit cards and people don't really understand exactly how good that business is. Perpetual XXX% dividend and will get called at par eventually (I think)"
X Link 2025-12-03T14:42Z 8974 followers, 1404 engagements

"$CDP is the rare non-serial-diluter REIT. Healthy leverage ratio. Trading at a 7+ cap. I always forget about this one but it's probably a top X most solid REIT. Anyone who knows their stuff disagree Maybe I'm missing something"
X Link 2025-12-05T00:22Z 8974 followers, 2883 engagements

"$BME.L PROBLEM HERE HAS BEEN THAT THIS WAS TOO CHEAP FOR OBVIOUS REASONS FOR TOO LONG INVERT THAT LOGIC AND YOU END UP WITH A TRADE LIKE $KMX TOO CHEAP FOR SLIGHTLY TECHNICAL REASONS FOR SHORT TIME PERIOD SIZING SHOULD BE UTILIZED IN SUCH MOMENTS TACTICALLY"
X Link 2025-12-09T01:52Z 8976 followers, XXX engagements

"Each child in NYC basically costs an extra $100k per year minimum.brutal"
X Link 2025-12-09T20:01Z 8978 followers, 444.8K engagements

"@deranged_exec i think this is "barely saving after maxing out retirement accounts" syndrome. there's no real struggle here except the arguably valid perception that saving for a rainy day or retirement is not really in the cards"
X Link 2025-12-09T20:05Z 8981 followers, 14.2K engagements

"Microsoft be like "Hey man I know you didn't ask for this and I know this might be horrible news and we didn't ask permission and we maybe destroyed all your work in progress but congratulations we successfully updated Windows and restarted while you were asleep.""
X Link 2025-12-10T13:53Z 8978 followers, 1805 engagements

"wow jim bianco is the first guy on bloomberg after fed decision.that man came up"
X Link 2025-12-10T19:05Z 8978 followers, XXX engagements

"Some ideas I'm interested in at the moment: $ARE it's an asymmetric moment to own this right now because the only thing most real estate investors know is that the fed just cut rates $TOKMAN listen do you want to own finnish discount stores or not cuz you gotta decide atp"
X Link 2025-12-10T22:48Z 8978 followers, XXX engagements

"$LOVE down XX% in premarket It looks like this quarter was pretty fail and I suppose Q4 guidance is disappointing the market as well but it (the guidance) looks pretty decent to me Down XX% seems a bit excessive. Hard to imagine they report $X EPS in Q4 and stonk is this low"
X Link 2025-12-11T12:30Z 8980 followers, XXX engagements