# ![@ActAccordingly Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::35499699.png) @ActAccordingly PAA Research

PAA Research posts on X about $zg, $csgp, $atge, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::35499699/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35499699/c:line/m:interactions.svg)

- [--] Week [------] +68%
- [--] Month [-------] +78%
- [--] Months [---------] +44%
- [--] Year [---------] +152%

### Mentions: [--] [#](/creator/twitter::35499699/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35499699/c:line/m:posts_active.svg)

- [--] Month [--] -65%
- [--] Months [---] -12%
- [--] Year [---] +103%

### Followers: [------] [#](/creator/twitter::35499699/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35499699/c:line/m:followers.svg)

- [--] Week [------] +0.06%
- [--] Month [------] +0.27%
- [--] Months [------] +4.10%
- [--] Year [------] +7.70%

### CreatorRank: [---------] [#](/creator/twitter::35499699/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35499699/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  66.91% [finance](/list/finance)  25.74% [cryptocurrencies](/list/cryptocurrencies)  20.59% [technology brands](/list/technology-brands)  6.62% [social networks](/list/social-networks)  1.47% [countries](/list/countries)  1.47% [automotive brands](/list/automotive-brands)  0.74% [fashion brands](/list/fashion-brands)  0.74% [financial services](/list/financial-services)  0.74% [currencies](/list/currencies)  0.74%

**Social topic influence**
[$zg](/topic/$zg) #13, [$csgp](/topic/$csgp) #9, [$atge](/topic/$atge) 2.94%, [stocks](/topic/stocks) #4939, [$open](/topic/$open) 2.94%, [$comp](/topic/$comp) 2.21%, [$rkt](/topic/$rkt) 2.21%, [$bbby](/topic/$bbby) 2.21%, [in the](/topic/in-the) 2.21%, [$gnrc](/topic/$gnrc) 2.21%

**Top accounts mentioned or mentioned by**
[@alderlaneeggs](/creator/undefined) [@consensusgurus](/creator/undefined) [@herbgreenberg](/creator/undefined) [@cedarstresearch](/creator/undefined) [@tzero](/creator/undefined) [@hiddenpivots](/creator/undefined) [@hedgefundgirl](/creator/undefined) [@streamex](/creator/undefined) [@katherinespur](/creator/undefined) [@runthecure](/creator/undefined) [@sleepysolcap](/creator/undefined) [@mac003c](/creator/undefined) [@danielsloeb1](/creator/undefined) [@jeffmacke](/creator/undefined) [@bedbathbeyond](/creator/undefined) [@tzeros](/creator/undefined) [@cnbc](/creator/undefined) [@uber](/creator/undefined) [@fundstrat](/creator/undefined) [@stocktavia](/creator/undefined)

**Top assets mentioned**
[Zillow Group, Inc. (ZG)](/topic/$zg) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Adtalem Global Education Inc. Common Shares (ATGE)](/topic/$atge) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Compound (COMP)](/topic/$comp) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Bed Bath & Beyond Inc (BBBY)](/topic/$bbby) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Aramark (ARMK)](/topic/$armk) [Equilibria Finance (EQB)](/topic/$eqb) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [Synchrony Financial (SYF)](/topic/$syf) [eXp World Holdings, Inc. Common Stock (EXPI)](/topic/$expi) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Doug The Duck (DOUG)](/topic/$doug) [Grand Canyon Education, Inc (LOPE)](/topic/$lope) [Strategic Education, Inc. Common Stock (STRA)](/topic/$stra) [Mastercard, Inc. (MA)](/topic/$ma) [Blackstone, Inc. (BX)](/topic/$bx) [NVR, Inc. (NVR)](/topic/$nvr) [Kroger Co (KR)](/topic/$kr) [VF Corp (VFC)](/topic/$vfc) [Hyper Pay (HPY)](/topic/$hpy) [BlueMove (MOVE)](/topic/$move) [Dolby Laboratories, Inc.Class A (DLB)](/topic/$dlb) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Decentral Games (DG)](/topic/$dg) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [DisChain (DIS)](/topic/$dis) [ShapeShift FOX Token (FOX)](/topic/$fox) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Roper Technologies Inc (ROP)](/topic/$rop) [SPDR GOLD ETF (GLD)](/topic/$gld) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [GammaSwap (GS)](/topic/$gs) [Morgan Stanley (MS)](/topic/$ms) [Progressive Corp (PGR)](/topic/$pgr) [New York Times Co. (NYT)](/topic/$nyt) [Fortune Brands Innovations, Inc. (FBIN)](/topic/$fbin) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Academy Sports & Outdoors, Inc. (ASO)](/topic/$aso) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Catcoin (CATS)](/topic/$cats) [Trex Company, Inc. (TREX)](/topic/$trex) [Tri Pointe Homes, Inc. (TPH)](/topic/$tph) [JAMES HARDIE INDUSTRIES plc. (JHX)](/topic/$jhx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I had to go back to [----] to get some quotes for this one. Not every day I can say that. $Z $ZG $CSGP $GOOG $HOUS $COMP $EXPI $RKT $DOUG https://www.pleaseactaccordingly.com/the-library https://www.pleaseactaccordingly.com/the-library"  
[X Link](https://x.com/ActAccordingly/status/2000687304680095841)  2025-12-15T21:59Z 23K followers, [----] engagements


"$TPL rallying on a data center deal is kind of funny given everything else going on today"  
[X Link](https://x.com/ActAccordingly/status/2001334222687211962)  2025-12-17T16:50Z 23K followers, [----] engagements


"If you're wondering how industrial companies are thinking about tariffs and the impact of the SCOTUS decision (coming tomorrow). Here are some comments from $AYI's CEO today. The headline: They expect the administration to find a work around even if SCOTUS rules against the tariffs. If somehow that doesn't happen don't expect companies to give back price increases overnight (if ever). https://twitter.com/i/web/status/2009343088406454542 https://twitter.com/i/web/status/2009343088406454542"  
[X Link](https://x.com/ActAccordingly/status/2009343088406454542)  2026-01-08T19:14Z 23K followers, [----] engagements


"First new issuance announcement on @tzero for [----]. Hoping for many more over the course of the year. Tokenized commodity trading makes a good amount of sense. $BBBY @streamex has tapped @tZERO to enable secondary trading of GLDY its gold-linked tokenized security on tZEROs regulated ATS. Regulated market structure remains essential for liquidity and price discovery as tZERO scales its cross-asset tokenized infrastructure as a service to a @streamex has tapped @tZERO to enable secondary trading of GLDY its gold-linked tokenized security on tZEROs regulated ATS. Regulated market structure"  
[X Link](https://x.com/anyuser/status/2013977833496797358)  2026-01-21T14:11Z 23K followers, [----] engagements


"Higher Education Crisis It's not Just AI $ATGE $LOPE $PRDO $STRA https://www.pleaseactaccordingly.com/the-library https://www.pleaseactaccordingly.com/the-library"  
[X Link](https://x.com/ActAccordingly/status/2014783200480948226)  2026-01-23T19:32Z 23K followers, [----] engagements


"Lots of talk of a software bottom on my feed over the past [--] or so trading days. This $ROP print isn't going to inspire confidence. I'm sure there are specifics to $ROP that caused them to miss. It's a brutal chart about to test the late [----] lows. Can these guys buy their way out of this problem Multiples are certainly looking better $IGV https://twitter.com/i/web/status/2016147684407623901 https://twitter.com/i/web/status/2016147684407623901"  
[X Link](https://x.com/ActAccordingly/status/2016147684407623901)  2026-01-27T13:54Z 23K followers, [----] engagements


"@herbgreenberg @KatherineSpur It's true I was not aware. We put out a lengthy piece on the space last week $ATGE $LOPE $PRDO $STRA"  
[X Link](https://x.com/ActAccordingly/status/2016235649666363677)  2026-01-27T19:43Z 23K followers, [---] engagements


"Goldbugs bitcoiners and others talking their own books are going to be apoplectic about this statement and will call for the end of days for fiat call the US a banana republic "this is africa" or some version of it. Some of those concerns are wildly valid. However there's no denying that $GLD and $SLV price action isn't 100% a referendum on fiat but more a function of current market structure on steroids: The [--] "P"'s who dominate price action: Passives People (Retail) Processors (algos) Positioning (shorts getting gamma squeezed) Pods (less relevant here) Yes Gold is still SOME type of"  
[X Link](https://x.com/ActAccordingly/status/2016607344042619144)  2026-01-28T20:20Z 23K followers, 12K engagements


"$ATGE continuing to have serious enrollment woes at Chamberlain is the most important takeaway from the print. From my perspective that platform is competitively impaired. If you've been around the block in the FPE space you're probably petrified about growth at Walden"  
[X Link](https://x.com/ActAccordingly/status/2016625066377650380)  2026-01-28T21:30Z 23K followers, [----] engagements


"Watching carefully. This would be a natural fit for @tzero $BBBY and $FIGR @RUNTheCure @tZERO We're talking - hope we find some things to do together. @RUNTheCure @tZERO We're talking - hope we find some things to do together"  
[X Link](https://x.com/ActAccordingly/status/2016677233583149125)  2026-01-29T00:58Z 23K followers, 16K engagements


"This is definitely not part of the market narrative. The S&P [---] energy sector (SPF) has outperformed the S&P [---] financials sector (SPN) by more than [----] bps OVER THE PAST 12-months. Even though large cap banks and the likes of $GS and $MS have been monsters. Overall group performance over the past year has been held down by some compounder bro favorites: $V $MA $BX $PGR As a result S&P [---] financials are only up 3.4% over the past 12-months. $XLF https://twitter.com/i/web/status/2017346914291736700 https://twitter.com/i/web/status/2017346914291736700"  
[X Link](https://x.com/ActAccordingly/status/2017346914291736700)  2026-01-30T21:19Z 23K followers, [----] engagements


"$TRUP: Desperate Times and More Desperate Measures https://www.pleaseactaccordingly.com/report/5688 https://www.pleaseactaccordingly.com/report/5688"  
[X Link](https://x.com/ActAccordingly/status/2019137089733108023)  2026-02-04T19:52Z 23K followers, [----] engagements


"@Sleepysolcap Actually $GNRC"  
[X Link](https://x.com/ActAccordingly/status/2020673733615104006)  2026-02-09T01:38Z 23K followers, [---] engagements


"We're all trying to get our arms around this UNPRECEDENTED single stock vol on headline/social media post risk related to AI. Figuring out AI winners and losers at this point remains a grand exercise in false precision. Doomsdayers rule the day for certain. I went back and looked at the stock prices of $NYT and McClatchy (blast from the past). Both stocks DOUBLED in the late 1990's after the Netscape IPO in August [----]. Perhaps people didn't understand that the internet would eviscerate their classified businesses or in the case of McClatchy the entire company right away but even into the"  
[X Link](https://x.com/ActAccordingly/status/2022024750701134087)  2026-02-12T19:07Z 23.1K followers, [----] engagements


"How the hell did Fink now formerly of $FBIN get the job to be CEO of $STZ Did anyone look at a stock price chart"  
[X Link](https://x.com/ActAccordingly/status/2022341411916443836)  2026-02-13T16:05Z 23.1K followers, [----] engagements


"Not shocking to anyone that's paying attention to consumer credit and spending trends these days but here are the comments from $ALLY that has the stock down. Separately $ASO comps were pretty miserable. Tough times for a big swath of the country right"  
[X Link](https://x.com/anyuser/status/1833494200454943185)  2024-09-10T13:14Z 23.1K followers, 22.4K engagements


"On a day in which people are digesting the announcement of unprecedented capacity expansion from $CAT's P&E division I present to you a cautionary tale from $TREX. Almost 4-years ago today $TREX announced a $400MM capacity expansion in Little Rock. Never mind that capacity expansion in composite decking was occurring EVERYWHERE at the time. Rates were near zero renovation spend was enormous and $TREX thought they could continue double digit organic growth forever. Now in [----] the company just guided 25% below the street for 4Q on topline and the space hasn't grown for 3-years. Will $TREX"  
[X Link](https://x.com/anyuser/status/1985820420012990684)  2025-11-04T21:24Z 23.1K followers, 19.1K engagements


"Question for my software experts: do you know of any management team that has expressed a willingness to slash revise or eliminate egregious SBC at this point Has it been mentioned on earnings calls or referenced in meetings These SBC levels were created based on the concept that human capital would leave without "golden handcuffs". I don't think the risk of software developers leaving is a factor at this point. $IGV"  
[X Link](https://x.com/ActAccordingly/status/2021789087330447631)  2026-02-12T03:30Z 23.1K followers, [----] engagements


"There's almost nothing in my feed about the $TPH takeout today. We talk about housing non-stop on this platform and no one views the purchase of a sizeable publicly traded homebuilder as a signal"  
[X Link](https://x.com/ActAccordingly/status/2022335799447134523)  2026-02-13T15:43Z 23.1K followers, [----] engagements


"@ConsensusGurus Didn't $NVR release that commentary in their 10-K filing from two days ago"  
[X Link](https://x.com/ActAccordingly/status/2022421559147925519)  2026-02-13T21:24Z 23.1K followers, [---] engagements


"This $JHX was once a sleepy building products company gaining share growing organically driving value for a stable shareholder base. One acquisition at the wrong point in the cycle and now it's a highly levered pod shop trading vehicle getting whipped around like a quantum computing stock. https://twitter.com/i/web/status/1990543010690715957 https://twitter.com/i/web/status/1990543010690715957"  
[X Link](https://x.com/ActAccordingly/status/1990543010690715957)  2025-11-17T22:10Z 23.1K followers, [----] engagements


"@mac003_c It's early days but I've been impressed thus far. Investors aren't thinking of $DOUG as a growth vehicle. yet. I think he's doing a lot of good things on the branding/recruiting front. Lots of opportunity here from a capital allocation perspective"  
[X Link](https://x.com/ActAccordingly/status/2019147144926752800)  2026-02-04T20:32Z 23K followers, [---] engagements


"$ATGE announces a name change to "Covista" which I guess sounds more like a healthcare company to them. It looks like they spent around $8MM on "strategic advise" related to the name change which they added back into their quarterly Adjusted EBITDA so they could report a headline beat. I guess they're hoping the algos don't recognize the old company once they go through the name change. https://twitter.com/i/web/status/2019396575433281767 https://twitter.com/i/web/status/2019396575433281767"  
[X Link](https://x.com/ActAccordingly/status/2019396575433281767)  2026-02-05T13:03Z 23K followers, [----] engagements


"Wow are they fading $RBLX and $RDDT out of the gates here. Be wary"  
[X Link](https://x.com/ActAccordingly/status/2019786145031168065)  2026-02-06T14:51Z 23K followers, [----] engagements


"$CSGP shareholders triggered right now"  
[X Link](https://x.com/ActAccordingly/status/2020649728007148010)  2026-02-09T00:03Z 23K followers, [----] engagements


"Shareholder value DESTRUCTION by way of stock buybacks champion of this earnings season: $HOG. Who's running IR over there Highlighting the 44MM shares repurchased over the past 4-5 years at MUCH higher levels while guiding to an operating loss for FY26 is the kind of messaging that has shareholders hate selling your stock. $HOG set to break through the COVID19 lows at the open. Lots of issues for this biz: secular demand leverage operational inefficiencies tariffs. At least channel inventories are lean. https://twitter.com/i/web/status/2021224285734306103"  
[X Link](https://x.com/ActAccordingly/status/2021224285734306103)  2026-02-10T14:06Z 23.1K followers, [----] engagements


"Few are buyers of this chart right now but I certainly am. #deflation"  
[X Link](https://x.com/ActAccordingly/status/2021229610050982037)  2026-02-10T14:27Z 23.1K followers, [----] engagements


"$Z/$ZG with a pretty solid print particularly on revenues. Mid-teens revenue growth with flat home prices and low single digits growth in EHS not too shabby. I respect that they didn't add-back higher legal expense to their Adjusted EBITDA a lot of other companies would have done that. It's quite clear they would have beaten handily on EBITDA in 4Q25 without those legal costs. It looks like higher legal spend will be a $13-$15MM drag on 1Q26 EBITDA without which the guidance would have been more or less inline with street. Is there any shareholder in the residential real estate services space"  
[X Link](https://x.com/ActAccordingly/status/2021344589857108067)  2026-02-10T22:04Z 23.1K followers, [----] engagements


"We've had a bearish stance on $CSGP for a while now in part because of the unprecedented capital incineration ongoing at The recent "medium term outlook" was a slap in the face to longer term shareholders. Today we see the response from @DanielSLoeb1. Hard to argue with a single word. $Z/$ZG and $RKT will benefit if Andy is finally pressured into jettisoning the financial albatross that is although truth be told the financial impact will be modest because $CSGP has failed colossally in its residential real estate endeavors (and there's trouble there too). We've written about this quite a bit."  
[X Link](https://x.com/ActAccordingly/status/2016152168873574486)  2026-01-27T14:11Z 23K followers, [----] engagements


"Did I miss @herbgreenberg on $WRLD today Every time that name blows up I think of Herb. Then I think of regional wrestling promotions (never forget your roots Herb). Then @jeffmacke who met Verne Gagne at the Mall of America in [----]. It's a surprisingly happy thought journey sparked by a payday lender Rough earnings season for financials. They were overdue for a pullback. https://twitter.com/i/web/status/2016191233140416847 https://twitter.com/i/web/status/2016191233140416847"  
[X Link](https://x.com/ActAccordingly/status/2016191233140416847)  2026-01-27T16:47Z 23K followers, [----] engagements


"The bull case for $GNRC. Grid instability makes backup power generation table stakes for a growing number of residential customers and commercial enterprises. Who is ready for some BLACK OUTS .and I don't mean the fun drunk kind. #electricity https://t.co/GwzGTJhtEC Who is ready for some BLACK OUTS .and I don't mean the fun drunk kind. #electricity https://t.co/GwzGTJhtEC"  
[X Link](https://x.com/ActAccordingly/status/2017219041945923823)  2026-01-30T12:51Z 23K followers, [----] engagements


"$BBBY Today @BedBathBeyond @tZEROs largest shareholder announced its agreement to acquire https://t.co/EMx0XMHz9m a platform focused on real-world asset finance and tokenized liquidity. https://t.co/EMx0XMHz9m will leverage tZEROs regulatory and operational infrastructure and Today @BedBathBeyond @tZEROs largest shareholder announced its agreement to acquire https://t.co/EMx0XMHz9m a platform focused on real-world asset finance and tokenized liquidity. https://t.co/EMx0XMHz9m will leverage tZEROs regulatory and operational infrastructure and"  
[X Link](https://x.com/ActAccordingly/status/2018329067485905221)  2026-02-02T14:22Z 23.1K followers, [----] engagements


"Listening to Dara fumble around in the dark on @CNBC to find excuses as to why $UBER missed consensus adjusted EPS expectations and then land on a tax rate issue which he then explained incorrectly was both excruciating and exhilarating to listen to. Not sure who does IR over @uber but that had to be one of the most painful [---] seconds of their professional career. https://twitter.com/i/web/status/2019033999998386481 https://twitter.com/i/web/status/2019033999998386481"  
[X Link](https://x.com/ActAccordingly/status/2019033999998386481)  2026-02-04T13:03Z 23K followers, [----] engagements


"I was pretty bearish on his company throughout most of his tenure at Anywhere/Realogy but you would be hard pressed to find someone in corporate American that navigated more treacherous waters more aptly than Ryan Schneider. It's not a surprise he's leaving $COMP but it is a loss for the company. https://twitter.com/i/web/status/2019141110031942079 https://twitter.com/i/web/status/2019141110031942079"  
[X Link](https://x.com/ActAccordingly/status/2019141110031942079)  2026-02-04T20:08Z 23K followers, [----] engagements


"I want to believe that there are some sharp IR people at the $MAGS at this point who have convinced the C-suite that starting at an absurdly high level for CAPEX guidance will ultimately be hugely rewarding for shareholders when they spend materially less otherwise this entire gambit is completely unforgiveable. No way you can spend this amount of money without incinerating capital in ways never before seen on this planet. I was there in '99-2000. $AMZN $GOOG $META $AAPL"  
[X Link](https://x.com/ActAccordingly/status/2019521177861951552)  2026-02-05T21:19Z 23K followers, [----] engagements


"@ConsensusGurus It would be strange but we know that people don't read SEC Filings so anything's possible with sleepy $NVR shareholders"  
[X Link](https://x.com/ActAccordingly/status/2022424533840597202)  2026-02-13T21:35Z 23.1K followers, [---] engagements


"To put the weakness of the enrollment intake at $TRUP in perspective: $LMND added roughly FOUR TIMES as many pets on a net basis quarter to quarter as $TRUP did in 2Q25. LMND is roughly half the size of TRUP from an enrollment perspective. $TRUP is hemorrhaging market share as it approaches stall speed. Thanks to @CedarStResearch for the data on pet insurance enrollment at $LMND"  
[X Link](https://x.com/ActAccordingly/status/1953819471119839488)  2025-08-08T14:03Z 22.1K followers, [----] engagements


"I think its increasingly useless to use historical S&P [---] valuation data and compare it to today without using the $RSP. Weighting is the primary driver of the multiple expansion. That's a problem and cause for discussion but simply presenting historical valuation multiples is a bit of apples and oranges at this point"  
[X Link](https://x.com/ActAccordingly/status/1954717256107352137)  2025-08-11T01:31Z 22.1K followers, [---] engagements


"No question multiples have expanded in many names but the concentration drives a lot of the mutliple expansion. I dont have this data but for anyone who does (@fundstrat) what does a chart of the valuation of the $RSP look like over time The market structure has changed with the ascension of passives pods and processors. Entities that are not valuation centric. Does valuation matter Of course but not nearly as much as it used to. Particularly in the short term"  
[X Link](https://x.com/ActAccordingly/status/1954719017601470931)  2025-08-11T01:38Z 22.2K followers, [---] engagements


"@CedarStResearch They've had huge moves for sure but probably still have room to go. I own $LAZ which I think will actually be acquired but has a nice AM franchise good advisory biz and some cyclical hedge on the restructuring side. Healthy FCF generator"  
[X Link](https://x.com/ActAccordingly/status/1955284026308121046)  2025-08-12T15:03Z 22.1K followers, [---] engagements


"We live in an age of wonder and humanity altering progress. Yes there are robots that can fold laundry now and the latest developments in AI are mind blowing but for my money the most fantastical development thus far in [----] has been the ongoing strength in SSS at Chili's. $EAT"  
[X Link](https://x.com/ActAccordingly/status/1955607151088443628)  2025-08-13T12:27Z 22.1K followers, [----] engagements


"One of the reasons I'm long $GNRC. "Price-Spikes & Blackouts": America's Power Crisis Is Just Getting Started https://t.co/vb51PEwHnb "Price-Spikes & Blackouts": America's Power Crisis Is Just Getting Started https://t.co/vb51PEwHnb"  
[X Link](https://x.com/ActAccordingly/status/1955752251881927011)  2025-08-13T22:04Z 22.4K followers, [----] engagements


"If $DDS can generate positive comps I guess the consumer still remains in pretty decent shape"  
[X Link](https://x.com/ActAccordingly/status/1955975213901905922)  2025-08-14T12:50Z 22.2K followers, [----] engagements


"During COVID19 when you couldn't find any protein in the aisles of my local Kroger there was always $BYND product stacked to the rafters. It was at that time that I laid out the short as a set it and forget it. Negative gross margins also helped. I never covered. What an absurd journey"  
[X Link](https://x.com/ActAccordingly/status/1956156563225276646)  2025-08-15T00:50Z 22.2K followers, [----] engagements


"@stocktavia No doubt that $OWL is swinging wildly"  
[X Link](https://x.com/ActAccordingly/status/1958241643322069215)  2025-08-20T18:56Z 22.2K followers, [---] engagements


"@Seawolfcap @HiddenPivots I'm in my local $KR twice a week still haven't ever seen anyone even stop at their refrigerator. It's going to be really interesting when $GIS enters this market shortly $FRPT"  
[X Link](https://x.com/ActAccordingly/status/1958327170562208250)  2025-08-21T00:35Z 22.2K followers, [---] engagements


"Two decently sized deals coming out of PE shops today: 1) Thomas Bravo buying $DAY for $12.2B 2) $BX bought electrical equipment services company Shermco for$1.6B My expectation is that we could enter an environment post labor day where there are multiple $1B+ deals announced almost every day"  
[X Link](https://x.com/ActAccordingly/status/1958537770424492487)  2025-08-21T14:32Z 22.2K followers, [----] engagements


"This is a good and thoughtful analysis of $VFC (which I own). Vans remains the lynchpin for the stock even as many other good things are happening (FCF generation growth at TNF/Timberland/Altra and massive cost cuts). There's more "heat" around the #Vans brand than there has been in some time but not yet "mass heat". Fortunately the bar remains low at Vans. (1/2) Circled back on $VFC and dug into the restructuring itself as well as current state of Vans. LT BOTE math easy to pitch but growth only "easy" in Excel. Bulls have a reasonable case but no slam dunk and yes there is a bear case."  
[X Link](https://x.com/ActAccordingly/status/1959998415242199174)  2025-08-25T15:16Z 22.3K followers, [----] engagements


"I couldn't agree more. Can anyone tell me the significance of Net Promoter Score on prospective business outcomes Forget the janky shallow surveys of current customers. Social listening is the cornerstone of modern comms. If youre not listening to what people say on Reddit X TikTok IG Threads etc youre missing your actual brand story and reputation. That's your actual NPS IRL. Forget the janky shallow surveys of current customers. Social listening is the cornerstone of modern comms. If youre not listening to what people say on Reddit X TikTok IG Threads etc youre missing your actual brand"  
[X Link](https://x.com/ActAccordingly/status/1960006771176575010)  2025-08-25T15:50Z 22.2K followers, [----] engagements


"@CarrisJake Yes candidly when public companies start touting NPS scores and fundis start to waver it often turns out to be a good short selling signal"  
[X Link](https://x.com/ActAccordingly/status/1960008532268306787)  2025-08-25T15:57Z 22.2K followers, [--] engagements


"@ConsensusGurus From my perspective Gary was always the GOAT (in this sector) of managing narrative and by proxy the stock price. That's a different yet equally as critical skillset. Laura is the best operator in this space bar none. $WSM $RH"  
[X Link](https://x.com/ActAccordingly/status/1960708028434399715)  2025-08-27T14:16Z 22.2K followers, [---] engagements


"@mmlionfund Right but what does that result tell you about this club"  
[X Link](https://x.com/ActAccordingly/status/1961062776257864037)  2025-08-28T13:46Z 22.2K followers, [--] engagements


"@CedarStResearch Is it too good to be true/sustainable Isn't that the golden rule in insurance $ROOT"  
[X Link](https://x.com/ActAccordingly/status/1961439568462581874)  2025-08-29T14:43Z 22.2K followers, [---] engagements


"With $AI blowing up I think it's hard to imagine unless you're of a certain age just how revered Siebel was as a tech/software entrepreneur in the late 1990s. Unlike most of what came to market in the late 1990s he built something of huge value and substance. His story with the elephant on safari is pretty wild"  
[X Link](https://x.com/ActAccordingly/status/1963541829573288372)  2025-09-04T09:57Z 22.2K followers, [----] engagements


"$PNC to acquire FirstBank for $4.1B. As I've said several times I continue to think we see a huge slew of M&A deals into year end. That could be particularly pronounced in the bank space where stocks have languished for years if not decades and regionals face heightened challenges from private lenders. @realsteveeisman"  
[X Link](https://x.com/ActAccordingly/status/1965027035643838657)  2025-09-08T12:18Z 22.4K followers, [----] engagements


"I own $ORCL and will be the first to tell you that I have no value added insights here. However the numbers for RPO and "projected" cloud infrastructure revenues literally made me laugh. These are so large I can't even get my mind around them"  
[X Link](https://x.com/ActAccordingly/status/1965509516826751257)  2025-09-09T20:16Z 22.2K followers, [----] engagements


"This is well worth a read. I don't think the AI/shipbuilding analog is a perfect fit but the conclusions for investors is: the ultimate value creation of AI will be for those companies that adopt the various tools created aggressively to drive revenue growth and cost reductions. Michael Mauboussin argued the same in which he pointed out that $NFLX was the biggest beneficiary of ubiquitous connectivity not any company in the comm. hardware space. Legendary venture investor @ganeumann flips the hottest assumption in business: AIs disruption is real he argues but the profits wont accrue where"  
[X Link](https://x.com/ActAccordingly/status/1966124492855631894)  2025-09-11T12:59Z 22.3K followers, [----] engagements


"@daddycapitalx I could be wrong but looking through their disclosures on Dickies and the former "work" division I thought maybe they're were operating at mid-to-high single digit EBITDA margins. $VFC"  
[X Link](https://x.com/ActAccordingly/status/1967593522837823950)  2025-09-15T14:17Z 22.3K followers, [---] engagements


"@CristinCulver @Compass @RobReffkin He's definitely an empire builder and has a clear vision. Relentlessly executing is a different story. $COMP has to actually execute operationally now a very different mandate"  
[X Link](https://x.com/ActAccordingly/status/1970142727259169046)  2025-09-22T15:06Z 22.3K followers, [---] engagements


"$COST is one of the best businesses ever created but I'm pretty hard pressed to find a reasonable bull case from here for an active manager that goes something beyond "It's Costco". Does someone have an argument as to how this company generates $40 in EPS Why are they buying back stock at these levels. The entire stock seems like a referendum on passive flows and algo mechanics. Yes there are many other names like this"  
[X Link](https://x.com/ActAccordingly/status/1971594486493937696)  2025-09-26T15:15Z 22.3K followers, [----] engagements


"If you're familiar with the history of the ILS space for rental property advertising and the marketing budgets for rental property managers overall you're probably like me and find this action from the FTC against $Z/$ZG and $RKT/#redfin as highly puzzling. Then again they're competing with $CSGP who has a history of pursuing litigation and acquisitions to "diminish" competition. Make your own conclusions"  
[X Link](https://x.com/ActAccordingly/status/1973100174726574127)  2025-09-30T18:58Z 22.4K followers, [----] engagements


"This is an interesting discussion. Dow theory has been highly predictive over time. However looking at the Dow transports and how it's calculated was an interesting exercise. Weightings determined by nominal stock prices and huge exposure to trucking companies $FDX and $UPS. When have the components of the Dow Transports been this structurally challenged"  
[X Link](https://x.com/ActAccordingly/status/1973555736627056864)  2025-10-02T01:08Z 22.3K followers, [----] engagements


"There are two things that I can't get out of my mind on $GOOG just anecdotes but they're powerful both from the @InvestLikeBest pod. 1) Barry Diller ($IAC) who is arguably the greatest genius in the business community over the past 50-60 years suggested the existing traffic acquisition model for the legacy media brands he owns (Food&Wine Southern Living etc.) was DEAD due to the decline of search. 2) Dylan Patel the founder of SemiAnalysis indicated that $ETSY gets 10% of its traffic now from ChatGPT. Maybe that's low maybe that's high relative to expectations but the number is growing and I"  
[X Link](https://x.com/ActAccordingly/status/1975977381958479924)  2025-10-08T17:31Z 22.4K followers, [----] engagements


"@ConsensusGurus @blondesnmoney It's just amazing. Every time there's an issue in the banking ecosystem there's $WAL front and center right in the fray. EVERY SINGLE TIME"  
[X Link](https://x.com/ActAccordingly/status/1978830552418439442)  2025-10-16T14:29Z 22.4K followers, [---] engagements


"In case you missed it here's my interview in this wknd's Barron's: http://t.co/xAeirXNL $OPEN $Z $APOL $PAY $MA $V $HPY $GPN $BGG $TTC http://stks.co/o0pU http://stks.co/o0pU"  
[X Link](https://x.com/ActAccordingly/status/219441296950046720)  2012-07-01T14:44Z 21.3K followers, [--] engagements


"This Best Buy deal sure looks like a Jimmy Lee special. Anyone who has walked the halls at $JPM knows exactly what I'm taking about $BBY"  
[X Link](https://x.com/ActAccordingly/status/232461434909495296)  2012-08-06T13:01Z 21.3K followers, [--] engagements


"After adjusting for mgmt guid. for a lower tax rate in FY13 it looks like $MCRS guided below the street by $0.06 on an operating basis"  
[X Link](https://x.com/ActAccordingly/status/238761585626202112)  2012-08-23T22:16Z 21.3K followers, [--] engagements


"$FBN secured a new credit agreement giving them ample liquidity through [----] to fund growth.I still like this as a microcap housing play"  
[X Link](https://x.com/ActAccordingly/status/251345074150072320)  2012-09-27T15:38Z 21.3K followers, [--] engagements


"Things I learned today in my effort to get a browser based version of Factset working: Citrix is not compatible with Chrome. $FDS $CTXS"  
[X Link](https://x.com/ActAccordingly/status/274254685727252480)  2012-11-29T20:53Z 21.3K followers, [--] engagements


"The $RICK 4Q12 earnings call was really something special. Q&A about airplanes REIT status & weather. They operate strip clubs"  
[X Link](https://x.com/ActAccordingly/status/301349531075874816)  2013-02-12T15:18Z 21.3K followers, [--] engagements


"Quite the whipsaw action in $LAD are the auto dealers stocks finally running out of steam $GPI $SAH $AN $ABG $KMX"  
[X Link](https://x.com/ActAccordingly/status/304250120797564928)  2013-02-20T15:24Z 21.3K followers, [--] engagements


"You know things are frothy when Wunderlich can elicit a 5-6% move in a stock based on an initiation with a buy rating $OPEN"  
[X Link](https://x.com/ActAccordingly/status/306786233269506048)  2013-02-27T15:21Z 21.3K followers, [--] engagements


"Last wk it was rumors about $YELP & $OPEN today $ZNGA. $YHOO's not buying everyone. $YELP makes a bit of sense but isn't the best tgt IMO"  
[X Link](https://x.com/ActAccordingly/status/311148916613738496)  2013-03-11T16:17Z 21.3K followers, [--] engagements


"Really interesting move by $MOVE to partner w/Xceligent to take on $CSGP in the commercial space. They paid a hefty price for #loopnet"  
[X Link](https://x.com/ActAccordingly/status/334636581145161729)  2013-05-15T11:49Z 21.3K followers, [--] engagements


"I've always felt that $CSGP would be a "dark horse" as a potential acquirer of $Z or $TRLA. Maybe there's an opportunity to partner as well"  
[X Link](https://x.com/ActAccordingly/status/334636995835985921)  2013-05-15T11:50Z 21.3K followers, [--] engagements


"@Hedge_FundGirl As a [--] yr old I was "interviewed" by the bro of Hugh Grant who worked at $JPM to see if I was "worthy" of covering $ARMK"  
[X Link](https://x.com/ActAccordingly/status/408266349526278144)  2013-12-04T16:07Z 21.3K followers, [--] engagements


"@Hedge_FundGirl I wound up covering the stockit wasn't a good biz then and I doubt things have improved materially under PE ownership $ARMK"  
[X Link](https://x.com/ActAccordingly/status/408266621891784704)  2013-12-04T16:08Z 21.3K followers, [--] engagements


"A breakout here for $DLB after a long period of consolidation. A return to growth is not far off for this FCF monster"  
[X Link](https://x.com/ActAccordingly/status/410850604429242369)  2013-12-11T19:16Z 21.3K followers, [--] engagements


"The Porch deal with $LOWE sure looks like a negative for $ANGI"  
[X Link](https://x.com/ActAccordingly/status/423088292763303936)  2014-01-14T13:44Z 22.3K followers, [--] engagements


"You have to tip your hat to the guys @PresciencePoint both for their work and their influence on stocks at this point $LKQ"  
[X Link](https://x.com/ActAccordingly/status/423514676501041153)  2014-01-15T17:59Z 21.3K followers, [--] engagements


"No question RT @firstadopter: $TTWO call: sales of WWE game "exceeded their expectations" "meaningful opportunity to grow this series""  
[X Link](https://x.com/ActAccordingly/status/430454858840559616)  2014-02-03T21:36Z 21.3K followers, [--] engagements


"At $TRLA's current take out multiple (let's see how that changes in [--] mos.) $MOVE would trade at $85-$90. Looking at you $CSGP #justsaying"  
[X Link](https://x.com/ActAccordingly/status/493753081352306691)  2014-07-28T13:41Z 21.3K followers, [--] engagements


"Concerned about the supposed 70% short interest in $ZU heading into the print W/this deceleration and Maveron LPs selling what's the worry"  
[X Link](https://x.com/ActAccordingly/status/529752966073679872)  2014-11-04T21:52Z 21.2K followers, [--] engagements


"Great read on the woeful state of game development particularly on mobile. $EA $ATVI $TTWO $KING $ZNGA http://t.co/RNZ7algGOd http://www.jeffwofford.com/p=1579 http://www.jeffwofford.com/p=1579"  
[X Link](https://x.com/ActAccordingly/status/555746168345735170)  2015-01-15T15:19Z 21.3K followers, [--] engagements


"$RLGY's national listings site has launched in a few mkts: http://t.co/6TxLRw57Sb Slogan: "All of the homes none of the games". $Z $NWS http://www.homesforsale.com/ http://www.homesforsale.com/"  
[X Link](https://x.com/ActAccordingly/status/570621975661404160)  2015-02-25T16:30Z 21.3K followers, [--] engagements


"Trulia v. MOVE: "Zillow acquired all of Trulia's outstanding stock. but did not acquire any of Trulia's assets" Ummm #WTF $Z $NWS"  
[X Link](https://x.com/ActAccordingly/status/570702671570706434)  2015-02-25T21:51Z 21.3K followers, [--] engagements


"A Must read for anyone following $Z $RLGY $RMAX $NWS RT @InmanNews: Special report: The bottom line on online leads http://t.co/WX7jfzKoYd http://bit.ly/1HGybBi http://bit.ly/1HGybBi"  
[X Link](https://x.com/ActAccordingly/status/575859042918219776)  2015-03-12T03:21Z 21.3K followers, [--] engagements


"Thanks $HCG $RON $NA #canadianhousing RT @AlderLaneeggs: @ActAccordingly Excellent piece I must say"  
[X Link](https://x.com/ActAccordingly/status/576386270810808321)  2015-03-13T14:16Z 21.3K followers, [--] engagements


"Can anyone tell me why a biz like $ARMK trades at 10x EBITDA I guess there's the delever and be acquired by PE again thesis anything else"  
[X Link](https://x.com/ActAccordingly/status/590528365599318018)  2015-04-21T14:51Z 21.3K followers, [--] engagements


"$CSGP buys ApartmentFinder grabs rental share. The end mkt is small & mature. $CSGP's M&A comes at the expense of $Z's aspirations for now"  
[X Link](https://x.com/ActAccordingly/status/593515214835855360)  2015-04-29T20:40Z 21.3K followers, [--] engagements


"We're approaching 50% alpha generation over the past 12- months for people in that long $KR / short $WFM pair trade"  
[X Link](https://x.com/ActAccordingly/status/596043075681722368)  2015-05-06T20:05Z 21.3K followers, [--] engagements


"$DLB buying back stock increased divvy & $AMC accelerating rollout of #dolbycinema. Vision and Voice should really add to growth in 2H16"  
[X Link](https://x.com/ActAccordingly/status/657013662192934912)  2015-10-22T02:00Z 21.3K followers, [--] engagements


"I'm almost certain $CSGP is the only company I know of that reference's $AMZN's Alexa for traffic data in their PRs. Am I missing any co's"  
[X Link](https://x.com/ActAccordingly/status/659540982741016577)  2015-10-29T01:23Z 21.3K followers, [--] engagements


"@BenRabidoux These guys are truly special. They provisioned at one bps on their $7.8B uninsured loan book. ONE $EQB"  
[X Link](https://x.com/ActAccordingly/status/665194415191949312)  2015-11-13T15:48Z 21.3K followers, [--] engagements


"$GPN buying $HPY for $100/share they've come a long way since the breach"  
[X Link](https://x.com/ActAccordingly/status/676876283192676352)  2015-12-15T21:27Z 21.3K followers, [--] engagements


"Relying on single variable "stress tests" for banks is a dangerous gambit. Higher PCLs w/asset growth & NIM expansion Not likely. $HCG $TD"  
[X Link](https://x.com/ActAccordingly/status/690558042866335744)  2016-01-22T15:34Z 21.3K followers, [--] engagements


"Last Q $NA stated they had no way to determine the value of #MapleFinancial yet held it at $160MM. Sums up accounting at Canadian banks"  
[X Link](https://x.com/ActAccordingly/status/696702544861622272)  2016-02-08T14:30Z 21.8K followers, [--] engagements


"Instead of excluding legal fees from EBITDA in [--] for $ZG you probably should ask why the co. is spending $60MM+ on a single lawsuit $NWS"  
[X Link](https://x.com/ActAccordingly/status/698160481526218752)  2016-02-12T15:03Z 21.3K followers, [--] engagements


"As Boston becomes part of the long case for $WYNN and the cash flow spigot opens w/Cotai the short case becomes harder and harder #TAM"  
[X Link](https://x.com/ActAccordingly/status/717847949431058432)  2016-04-06T22:54Z 21.3K followers, [--] engagements


"Protip: When the best casino operator/hotelier of the past [--] yrs buys close to $100MM of stock you should probably get involved too. $WYNN"  
[X Link](https://x.com/ActAccordingly/status/718099653615431681)  2016-04-07T15:34Z 21.3K followers, [--] engagements


"My kids were playing with some of my old matchbox cars. A [----] chevy blazer made in wait what. Macau $WYNN $LVS"  
[X Link](https://x.com/ActAccordingly/status/719210191754039297)  2016-04-10T17:07Z 21.3K followers, [--] engagements


"In a sea of earnings releases & conf. call's I think none is more important than that for $RHI the slowdown there shouldn't be ignored"  
[X Link](https://x.com/ActAccordingly/status/725324217915420672)  2016-04-27T14:02Z 21.3K followers, [--] engagements


"If you're wondering if you should "trust" this rally note the action in $BCS. Up a meager 2%. Unless that changes this bid gets faded hard"  
[X Link](https://x.com/ActAccordingly/status/747755740178243585)  2016-06-28T11:37Z 21.3K followers, [--] engagements


"Next $APO IR deck: Core competencies - Putting leverage on businesses in secular decline with heightened regulatory risk $ADT $APOL $DRII"  
[X Link](https://x.com/ActAccordingly/status/748153670773006336)  2016-06-29T13:58Z 21.3K followers, [--] engagements


"For Canadian housing followers: CMHC has reduced underwriting volume by $50B since [----]. In aggregate that's $200B+ over the past four years"  
[X Link](https://x.com/ActAccordingly/status/750532042480287744)  2016-07-06T03:29Z 21.3K followers, [--] engagements


"You're looking at some pretty sizeable rev growth deceleration at $CSGP with mgmt pushing off margin expansion AGAIN. New bookings down YOY"  
[X Link](https://x.com/ActAccordingly/status/758415693259874304)  2016-07-27T21:36Z 21.3K followers, [--] engagements


"$Z $ZG https://x.com/HageyRE/status/761228903889248257 @ActAccordingly totally. CEO summit was at $FB headquarters this week. Has a new RE division. If they're smart they'll doubledown https://x.com/HageyRE/status/761228903889248257 @ActAccordingly totally. CEO summit was at $FB headquarters this week. Has a new RE division. If they're smart they'll doubledown"  
[X Link](https://x.com/ActAccordingly/status/761229090791776256)  2016-08-04T15:55Z 21.3K followers, [--] engagements


"Many problematic statements in $BMO's 3Q16 economic outlook none more than this: " House prices continue to accelerate in Vancouver.""  
[X Link](https://x.com/ActAccordingly/status/768079319348502529)  2016-08-23T13:35Z 21.3K followers, [--] engagements


"$BMO PCLs increased to [--] bps in 3Q16 still pretending consumer credit perf isn't declining. $137MM in ACL on $44B uninsured mortgage book"  
[X Link](https://x.com/ActAccordingly/status/768080434685177857)  2016-08-23T13:40Z 21.3K followers, [--] engagements


"Meanwhile over at $BMO it looks like they've been understating RWAs this year. CET1 at 10% with absurdly low provisions and housing turning"  
[X Link](https://x.com/ActAccordingly/status/783315627561906176)  2016-10-04T14:39Z 21.3K followers, [--] engagements


"So $BCEI will miss an interest payment how do you think $RY $BMO $BNS have reserved for their exposures thus far #PCLfantasyland"  
[X Link](https://x.com/ActAccordingly/status/787026268336291840)  2016-10-14T20:24Z 21.3K followers, [--] engagements


"Query volume comscore showing slowing traffic for $ZG $Z. Did they back off mkting spend to make #s $NWS taking back share or saturation"  
[X Link](https://x.com/ActAccordingly/status/790951221620273153)  2016-10-25T16:20Z 21.3K followers, [--] engagements


"$BNS takes a [--] bps provision on its $193B Canadian residential mortgage loan book in 4Q16. Taking a page out of the Chuck Prince playbook"  
[X Link](https://x.com/ActAccordingly/status/803609629905326081)  2016-11-29T14:40Z 21.3K followers, [--] engagements


"That's $3MM in PCL's from $BNS on a residential mortgage book with $40B outstanding in Alberta Saskatchewan and Manitoba (43% uninsured)"  
[X Link](https://x.com/ActAccordingly/status/803610732130660352)  2016-11-29T14:45Z 21.3K followers, [--] engagements


"$DG disappoints on SSS and management thinks adding [----] more stores to the saturated marketplace will help. https://www.youtube.com/watchv=ghnhVj8Ymm0 https://www.youtube.com/watchv=ghnhVj8Ymm0"  
[X Link](https://x.com/ActAccordingly/status/804321956753473536)  2016-12-01T13:51Z 21.3K followers, [--] engagements


"$DG reports a (-0.1%) comp & spends [--] mins apologizing for it. $BIG [--] hrs later celebrates a 0% comp like they're growing like $ULTA"  
[X Link](https://x.com/ActAccordingly/status/804685289620992001)  2016-12-02T13:54Z 21.3K followers, [--] engagements


"Wow I haven't see a loan pool perform as poorly as $COF's taxi medallion portfolio since $ESI's PEAKS student loans. 80% charge off rate"  
[X Link](https://x.com/ActAccordingly/status/824005256933679104)  2017-01-24T21:25Z 21.3K followers, [--] engagements


"As you think about your wagers on the super bowl just keep in mind that Tom Brady is sponsored by $UAA and $DECK"  
[X Link](https://x.com/ActAccordingly/status/827268856225730560)  2017-02-02T21:33Z 21.4K followers, [--] engagements


""Hot" as in burning the house down $EQB https://x.com/CMPmagazine/status/831140889099591680 Congrats to Andrew Moor of #EquitableBank who has made the Canadian Mortgage Professional Hot List [----]. https://t.co/s7m7jkrsqC #CMPHotList https://t.co/EGUuyZGj8Y https://x.com/CMPmagazine/status/831140889099591680 Congrats to Andrew Moor of #EquitableBank who has made the Canadian Mortgage Professional Hot List [----]. https://t.co/s7m7jkrsqC #CMPHotList https://t.co/EGUuyZGj8Y"  
[X Link](https://x.com/ActAccordingly/status/831141736848224258)  2017-02-13T14:03Z 21.3K followers, [--] engagements


"Note to $GME mgmt take that nice FCF you still generate and buy sustainable EBITDA you do that and there's a bid for 24MM shares of stock"  
[X Link](https://x.com/ActAccordingly/status/845035172135391233)  2017-03-23T22:10Z 21.3K followers, [--] engagements


"$CREE and $HUBB throwing a cold dose of reality on the lighting market while $AYI wants everyone to believe the party is still rolling"  
[X Link](https://x.com/ActAccordingly/status/856983680841129984)  2017-04-25T21:30Z 21.4K followers, [--] engagements


"Which will be the first publicly traded bank in Canada to have zero PCLs in a quarter No doubt it was discussed in the $EQB board room"  
[X Link](https://x.com/ActAccordingly/status/895762731097370625)  2017-08-10T21:44Z 21.3K followers, [--] engagements


"$SYF should take a hit on this $JCP news. It's a 10%+ client for $SYF"  
[X Link](https://x.com/ActAccordingly/status/923900890687426560)  2017-10-27T13:15Z 21.3K followers, [--] engagements


"Add $BIG to the list of retailers riding the "Wambulance" about Wayfair. With furniture flattening out hard to see how we aren't looking at stall speed for $BIG. Wage inflation will be a big issue for them"  
[X Link](https://x.com/ActAccordingly/status/936604738803642368)  2017-12-01T14:35Z 21.3K followers, [--] engagements


"$Z $ZG https://x.com/InmanNews/status/951460699716440064 Zillow has potentially lost or accidentally deleted what appears to be thousands of video walkthrough tours uploaded by subscribers https://t.co/XvyRfgajEn https://x.com/InmanNews/status/951460699716440064 Zillow has potentially lost or accidentally deleted what appears to be thousands of video walkthrough tours uploaded by subscribers https://t.co/XvyRfgajEn"  
[X Link](https://x.com/ActAccordingly/status/951461199190876160)  2018-01-11T14:30Z 21.3K followers, [--] engagements


"I'm no captain Schadenfreude but I'm taking some delight in how this $ADT IPO has worked out for $APO. In the real world ADT is a co. generating $300MM in FCF with $9B in debt. In PE fantasy land ADT generates $2.2B of covenant adjusted EBITDA. You decide which matters"  
[X Link](https://x.com/ActAccordingly/status/954397136766070784)  2018-01-19T16:56Z 21.3K followers, [--] engagements


"According to Variety $FB and $AMZN could be potential bidders for $WWE's TV rights. Hard to see how $DIS doesn't bid as well. So maybe you have $FOX $AMZN $FB $DIS with bids and $CMCSK/NBCU trying to re-up. Last time there was effectively one bid. http://variety.com/2018/tv/news/wwe-set-to-celebrate-raw-anniversary-amid-speculation-about-the-companys-future-1202670259/ http://variety.com/2018/tv/news/wwe-set-to-celebrate-raw-anniversary-amid-speculation-about-the-companys-future-1202670259/"  
[X Link](https://x.com/ActAccordingly/status/955445753069096960)  2018-01-22T14:23Z 21.3K followers, [--] engagements


"Let's see if $COF IR and mgmt can top the 15+ references to credit "normalization" on the $SYF conf. call. Hard to top this comment from SYF: "Provision for loan losses increased $278 million to $1.4 billion primarily driven by credit normalization""  
[X Link](https://x.com/ActAccordingly/status/955924612616945664)  2018-01-23T22:06Z 21.3K followers, [--] engagements


"Important read on the changing media landscape and the upcoming renewals of TV rights for major sports entertainment franchises. $WWE $DIS $FOX $CMCSA $TWTR $AMZN $FB http://variety.com/2018/digital/features/olympics-rights-streaming-nbc-winter-games-1202680323/ http://variety.com/2018/digital/features/olympics-rights-streaming-nbc-winter-games-1202680323/"  
[X Link](https://x.com/ActAccordingly/status/958836147777626113)  2018-01-31T22:55Z 21.3K followers, [--] engagements


"80 mins into the $CSGP call and there have been dozens of references to Rentpath and Xceligence but not a single one to $FB or $Z/$ZG. I guess mgmt hopes investors won't focus on what really matters going forward"  
[X Link](https://x.com/ActAccordingly/status/966724224319713282)  2018-02-22T17:19Z 21.3K followers, [--] engagements


"Awful comps for $BIG lower EPS guide inventory up and cash flow guide for FY18 implies (-30%+) decline YOY. They're out of levers to pull for this biz as it gets squeezed on all sides"  
[X Link](https://x.com/ActAccordingly/status/972074411938414592)  2018-03-09T11:39Z 21.3K followers, [--] engagements


"Last takeaway: the $SIG credit book gets marked at a 28% haircut but somehow we're to believe that $AAN's Progressive book is fine A venn diagram of Progressive customers & $SIG borrowers just might be a perfect circle. This isn't exactly an endorsement of $COF $SYF $ADS either"  
[X Link](https://x.com/ActAccordingly/status/973930560769986561)  2018-03-14T14:35Z 21.3K followers, [--] engagements


"I learned some hard lessons 4-years ago as to how some will value businesses that achieve scale in the SMB channel with $OPEN and $MCRS. Even if those were awful deals for the acquirers I should have applied those lessons in my thinking on $GRUB $SQ $CTAS and others"  
[X Link](https://x.com/ActAccordingly/status/986680994962071553)  2018-04-18T19:00Z 21.3K followers, [--] engagements


"After having great success with the $ADT IPO the titans over at $APO have decided that they should bring Diamond Resorts public. #sarcasm I'm sure they improved the biz immensely in [--] mos. Or maybe just maybe they're worried about it blowing up before it they can get out"  
[X Link](https://x.com/ActAccordingly/status/987291509899825153)  2018-04-20T11:26Z 21.3K followers, [--] engagements


""Pacific Union estimates that [--] percent of its home sales in the Bay Area and [--] percent in Los Angeles last year closed without appearing on the MLS." $Z $ZG $RDFN $RLGY $RMAX $EXPI https://x.com/robhahn/status/999642618517745664 So much to think about here. #realestate #OffMLS #PacUnion https://t.co/zM44MTfnM3 https://x.com/robhahn/status/999642618517745664 So much to think about here. #realestate #OffMLS #PacUnion https://t.co/zM44MTfnM3"  
[X Link](https://x.com/ActAccordingly/status/999644245341372416)  2018-05-24T13:32Z 21.3K followers, [--] engagements


"Tomorrow's headlines today: $Z $ZG shares approach [--] week high as CEO sells close to 90% of his holdings"  
[X Link](https://x.com/ActAccordingly/status/999778629105090560)  2018-05-24T22:26Z 21.3K followers, [--] engagements

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