[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @BushwoodCap Carl Spackler Carl Spackler posts on X about $casy, $azo, earning, $bac the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::830073887631241218/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXX -XX% - X Months XXXXXXX +217% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::830073887631241218/posts_active)  - X Week XX -XXXX% - X Month XXX -XX% - X Months XXX +51% - X Year XXX +3.10% ### Followers: XXXXX [#](/creator/twitter::830073887631241218/followers)  - X Week XXXXX +0.28% - X Month XXXXX +1.30% - X Months XXXXX +36% - X Year XXXXX +26% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::830073887631241218/influencer_rank)  ### Social Influence [#](/creator/twitter::830073887631241218/influence) --- **Social category influence** [stocks](/list/stocks) XXXX% [finance](/list/finance) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [technology brands](/list/technology-brands) XXX% [countries](/list/countries) XXX% [travel destinations](/list/travel-destinations) XXX% **Social topic influence** [$casy](/topic/$casy) #8, [$azo](/topic/$azo) #14, [earning](/topic/earning) 0.6%, [$bac](/topic/$bac) 0.6%, [$dpz](/topic/$dpz) #9, [$ua](/topic/$ua) #9, [money](/topic/money) 0.6%, [$hood](/topic/$hood) 0.6%, [$dkng](/topic/$dkng) 0.6%, [prediction](/topic/prediction) XXX% **Top accounts mentioned or mentioned by** [@sfarringtonbkc](/creator/undefined) [@gavinsbaker](/creator/undefined) [@barronsonline](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@bizbreakdowns](/creator/undefined) [@chilis](/creator/undefined) [@caseysgenstore](/creator/undefined) [@tsohinvesting](/creator/undefined) [@wagiecapital](/creator/undefined) [@bizalmanac](/creator/undefined) [@lilly_lily_123](/creator/undefined) [@buccocapital](/creator/undefined) [@mattbelloni](/creator/undefined) [@acquiredfm](/creator/undefined) [@cubs](/creator/undefined) [@altcap](/creator/undefined) [@blastoisecap](/creator/undefined) [@mattfoleycap](/creator/undefined) [@upslopecapital](/creator/undefined) [@basilialukos](/creator/undefined) **Top assets mentioned** [Casey's General Stores, Inc. (CASY)](/topic/$casy) [Autozone Inc (AZO)](/topic/$azo) [Basis Cash (BAC)](/topic/$bac) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Under Armour Inc Class C (UA)](/topic/$ua) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [BlackCoin (BLK)](/topic/$blk) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Msci Inc (MSCI)](/topic/$msci) [Ciena Corporation (CIEN)](/topic/$cien) [Sea Limited (SE)](/topic/sea-limited) [MercadoLibre Inc (MELI)](/topic/$meli) [Pure Storage, Inc. (PSTG)](/topic/$pstg) [DarkShield Games Studio (DKS)](/topic/$dks) [ServiceTitan, Inc. Class A Common Stock (TTAN)](/topic/$ttan) [aelf (ELF)](/topic/$elf) [First Solar, Inc. (FSLR)](/topic/$fslr) [NuCypher (NU)](/topic/$nu) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Dash (DASH)](/topic/$dash) [CME Group Inc (CME)](/topic/$cme) [Paramount Global (PARA)](/topic/$para) [Bank of America (BAC)](/topic/bank-of-america) [GammaSwap (GS)](/topic/$gs) [Flutter Entertainment plc (FLUT)](/topic/$flut) [JPMorgan Chase (JPM)](/topic/$jpm) [BlackRock Inc (BLK)](/topic/blackrock) [Kinder Morgan Inc (KMI)](/topic/$kmi) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [FANG Token (FANG)](/topic/$fang) [Exxon Mobil (XOM)](/topic/$xom) [Convex Finance (CVX)](/topic/$cvx) [CBRE Group Inc (CBRE)](/topic/$cbre) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Roper Technologies Inc (ROP)](/topic/$rop) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Heima (HEI)](/topic/$hei) ### Top Social Posts [#](/creator/twitter::830073887631241218/posts) --- Top posts by engagements in the last XX hours "$CASY CEO on consumer trends: - Strong performance across all income cohorts - Those earning less than $50k/yr trailing other cohorts but still buying at healthy clip - Prepared food remains strong - Cigarettes under pressure but Caseys mix in that category less than industry" [X Link](https://x.com/BushwoodCap/status/1965418307592524137) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-09T14:13Z 1415 followers, XXX engagements "Latest 13F for @GavinSBaker. Notable new adds: Pure Storage $PSTG (5.7% portfolio) Dick's $DKS (4.8%) Ciena $CIEN (2.9%) Service Titan $TTAN (1.9%) First Solar $FSLR (1.8%) elf Beauty $ELF (1.7%) Sea Limited $SE (1.5%) Mercadolibre $MELI (1.3%) Rubrik $RBKR NuBank $NU" [X Link](https://x.com/BushwoodCap/status/1956344598386659757) [@BushwoodCap](/creator/x/BushwoodCap) 2025-08-15T13:17Z 1415 followers, 62.4K engagements "$BAC on headcount: Looking at the past three years we've been able to lower our headcount from a peak of 217000 to 213000 now" [X Link](https://x.com/BushwoodCap/status/1978529483079430160) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-15T18:32Z 1415 followers, XX engagements "Domino's $DPZ CEO on aggregators - $UBER $DASH etc: "So bullish. We deliver X in X pizza's in the US - not close to that w/ the aggregators. Multi-year tailwind for the business."" [X Link](https://x.com/BushwoodCap/status/1978197145959240074) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T20:32Z 1415 followers, 5768 engagements "$CME CEO Terry Duffy: We do more trading volume in the first hour of the day than we did in an entire week in the early 2000s" [X Link](https://x.com/BushwoodCap/status/1973874068719067544) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-02T22:13Z 1414 followers, XXX engagements "@MattFoleyCap Eh they're a different kind of thing. Trott's making money other ways off Plank (family office services etc.) so he likes doing equity/warrant deals w/ hairy companies w/ billionaire founders & operators. Did same thing w/ $PARA. Not sure he's bullish on $UA" [X Link](https://x.com/BushwoodCap/status/1965105693775856097) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-08T17:31Z 1415 followers, XXX engagements "Office space = back. Businesses leased XX million square feet of additional Manhattan office space during the first nine months of 2025. Largest amount of new workspace rented for that period in 19" [X Link](https://x.com/BushwoodCap/status/1978063194108113076) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T11:39Z 1415 followers, XXX engagements "Results from @caseysgenstore: - EPS +20% - EBITDA +20% - OpEx +15% - Inside SSS +4.3% (lapping +6.7%) $CASY shares down slightly after-hours but +35% YTD" [X Link](https://x.com/BushwoodCap/status/1965152966865994099) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-08T20:39Z 1415 followers, 1443 engagements "Seeing it everywhere but Bank of America called out AI as a major force in pushing expenses lowergiving the business operating leverage. $BAC 3Q: Revenue +11% Expenses +5% (Obviously $GS getting ready to cut headcount after great results yesterday similar news)" [X Link](https://x.com/BushwoodCap/status/1978528483119661148) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-15T18:28Z 1415 followers, XXX engagements "Betting stocks taking a beating on news from $HOOD. $DKNG (-10%) $FLUT (-9%) Prediction markets taking off . which isn't new information. Competition was always coming. But I guess the success they're having is the new information" [X Link](https://x.com/BushwoodCap/status/1973056161185251743) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-30T16:03Z 1415 followers, 5294 engagements "JPMorgan $JPM CFO on the consumer: "The consumer is resilient spending is strong and delinquency rates are coming in below expectations. Those are facts we cant escape."" [X Link](https://x.com/BushwoodCap/status/1978465414179864619) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-15T14:18Z 1415 followers, XXX engagements "BlackRock continues to kill it. - iShares record net inflows - Building a leading platform as public/private markets converge - Private market M&A going to push their fee earning potential much much higher $BLK +4% - shares at ATHs" [X Link](https://x.com/BushwoodCap/status/1978156824197988495) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T17:51Z 1414 followers, XXX engagements "Somebody talk me down: I want to buy $UA. This has to be a takeout target. And soon. It's been such a disaster they have to give up and sell it" [X Link](https://x.com/BushwoodCap/status/1953883402240712778) [@BushwoodCap](/creator/x/BushwoodCap) 2025-08-08T18:17Z 1415 followers, 2272 engagements "Some X million square feet of New York Citys trophy office space has been leased in the first half of 2025 surging ahead of other U.S. markets according to the real-estate data firm CoStar $CSGP" [X Link](https://x.com/BushwoodCap/status/1957409855578280259) [@BushwoodCap](/creator/x/BushwoodCap) 2025-08-18T11:50Z 1414 followers, XXX engagements "@buccocapital Caseys General Stores $CASY Analyst last qtr: why arent you increasing the guide $CASY mgmt: idk well see next qtr. check back" [X Link](https://x.com/BushwoodCap/status/1974862589097353388) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-05T15:41Z 1415 followers, 3757 engagements "Kinder Morgan $KMI on power demand: "Breadth and scope is enormous."" [X Link](https://x.com/BushwoodCap/status/1945843168080994476) [@BushwoodCap](/creator/x/BushwoodCap) 2025-07-17T13:48Z 1415 followers, XXX engagements "Rule #1: Don't lose money. Rule #2: Always read the AutoZone $AZO call transcript to remember what great long-term capital allocation looks like" [X Link](https://x.com/BushwoodCap/status/1970835745880592844) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-24T13:00Z 1414 followers, 1528 engagements "Robinhood should just buy DraftKings and get it over with. $HOOD mkt cap = $125bn $DKNG mkt cap = $16bn Can do it w/ stock. Hat tip to Robinhoodinsane how far theyve come since 2020" [X Link](https://x.com/BushwoodCap/status/1977890961985241402) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T00:15Z 1413 followers, XXX engagements "Past XX years: $MSCI XX% annualized $SPY 15%" [X Link](https://x.com/BushwoodCap/status/1975975825741857103) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-08T17:25Z 1415 followers, XXX engagements "Costar Group calls out Zillow $Z aggressive marketing tactics banning real estate agents who dont market listings on their platform. $CSGP offering boosted visibility for agents thats happening too and CEO personally visited w/ one this past week" [X Link](https://x.com/BushwoodCap/status/1947837545674354741) [@BushwoodCap](/creator/x/BushwoodCap) 2025-07-23T01:53Z 1415 followers, XXX engagements "$AZO CEO on int'l expansion: "Lots of opportunity for us to continue to grow."" [X Link](https://x.com/BushwoodCap/status/1970839477972287885) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-24T13:15Z 1414 followers, XXX engagements "Stock picks from @barronsonline energy outlook The other FANG Diamondback Energy $FANG - Low-cost Permian operator - Discount to asset value - Potential M&A target for $XOM or $CVX" [X Link](https://x.com/BushwoodCap/status/1924435656853389741) [@BushwoodCap](/creator/x/BushwoodCap) 2025-05-19T12:03Z 1415 followers, XXX engagements "New York City is setting the pace. Manhattan leasing activity in 2025 has now surpassed its 2018-2019 levels. Nationwide office leasing remains about XX% below its prepandemic average per $CBRE" [X Link](https://x.com/BushwoodCap/status/1978063466263892336) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T11:40Z 1415 followers, XXX engagements "Larry Fink $BLK on "tokenization": - One of most exciting areas in financial mkts - Over XXX trillion dollars sitting in digital wallets" [X Link](https://x.com/BushwoodCap/status/1978157372460691928) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T17:54Z 1414 followers, XXX engagements "$DPZ CEO on delivery continued: If we are one X out of every X pizza deliveries off aggregators why we can't be that on What works on these platforms - scale price delivery speed and location - are universal" [X Link](https://x.com/BushwoodCap/status/1978200028012298255) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-14T20:43Z 1415 followers, XXX engagements "Big earnings pop at JB Hunt. Freight up cycle here $JBHT CFO: Its no secret the market hasn't returned yet but the notable improvement in our financial performance should serve as a testament to our execution. Sales - flat Op income - +8%" [X Link](https://x.com/BushwoodCap/status/1978787391541223632) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-16T11:37Z 1415 followers, XXX engagements "More from $AZO: continue to pound the drum on the int'l expansion opportunity. - Opened XX new stores in Mexico/Brazil in qtr - More than 1000 int'l stores now - XX% of total store base outside US and growing" [X Link](https://x.com/BushwoodCap/status/1970836575043911709) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-24T13:03Z 1414 followers, XXX engagements "Morningstar on $MSCI: Index business is a "crown jewel."" [X Link](https://x.com/BushwoodCap/status/1975975331728326778) [@BushwoodCap](/creator/x/BushwoodCap) 2025-10-08T17:23Z 1415 followers, XXX engagements "Roper Technologies $ROP - FinTwits favorite software company (behind Constellation of course) - in a XX% drawdown and 52-week low. Whats wrong and whos buying" [X Link](https://x.com/BushwoodCap/status/1968375804989161827) [@BushwoodCap](/creator/x/BushwoodCap) 2025-09-17T18:05Z 1415 followers, XXX engagements "Howmet Aerospace $HWM on aircraft backlogs: Extraordinarily high. Bullish for Transdigm and Heicothey dominate in aftermarket parts. Benefit from increased maintenance and parts replacement demand. $HEI $TDG" [X Link](https://x.com/BushwoodCap/status/1955236568999903605) [@BushwoodCap](/creator/x/BushwoodCap) 2025-08-12T11:54Z 1415 followers, 4118 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@BushwoodCap Carl Spackler
Carl Spackler posts on X about $casy, $azo, earning, $bac the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX -XX%
- X Months XXXXXXX +217%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XXXX%
- X Month XXX -XX%
- X Months XXX +51%
- X Year XXX +3.10%
Followers: XXXXX #
- X Week XXXXX +0.28%
- X Month XXXXX +1.30%
- X Months XXXXX +36%
- X Year XXXXX +26%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXX% finance XXX% cryptocurrencies XXX% technology brands XXX% countries XXX% travel destinations XXX%
Social topic influence $casy #8, $azo #14, earning 0.6%, $bac 0.6%, $dpz #9, $ua #9, money 0.6%, $hood 0.6%, $dkng 0.6%, prediction XXX%
Top accounts mentioned or mentioned by @sfarringtonbkc @gavinsbaker @barronsonline @billbrewstertbb @bizbreakdowns @chilis @caseysgenstore @tsohinvesting @wagiecapital @bizalmanac @lilly_lily_123 @buccocapital @mattbelloni @acquiredfm @cubs @altcap @blastoisecap @mattfoleycap @upslopecapital @basilialukos
Top assets mentioned Casey's General Stores, Inc. (CASY) Autozone Inc (AZO) Basis Cash (BAC) Domino's Pizza Inc (DPZ) Under Armour Inc Class C (UA) Robinhood Markets, Inc. (HOOD) DraftKings Inc. Class A Common Stock (DKNG) BlackCoin (BLK) CoStar Group, Inc. (CSGP) Msci Inc (MSCI) Ciena Corporation (CIEN) Sea Limited (SE) MercadoLibre Inc (MELI) Pure Storage, Inc. (PSTG) DarkShield Games Studio (DKS) ServiceTitan, Inc. Class A Common Stock (TTAN) aelf (ELF) First Solar, Inc. (FSLR) NuCypher (NU) Uber Technologies, Inc. (UBER) Dash (DASH) CME Group Inc (CME) Paramount Global (PARA) Bank of America (BAC) GammaSwap (GS) Flutter Entertainment plc (FLUT) JPMorgan Chase (JPM) BlackRock Inc (BLK) Kinder Morgan Inc (KMI) SPDR S&P XXX ETF Trust (SPY) FANG Token (FANG) Exxon Mobil (XOM) Convex Finance (CVX) CBRE Group Inc (CBRE) J B Hunt Transport Services Inc (JBHT) Roper Technologies Inc (ROP) TransDigm Group, Inc. (TDG) Howmet Aerospace Inc (HWM) Heima (HEI)
Top Social Posts #
Top posts by engagements in the last XX hours
"$CASY CEO on consumer trends: - Strong performance across all income cohorts - Those earning less than $50k/yr trailing other cohorts but still buying at healthy clip - Prepared food remains strong - Cigarettes under pressure but Caseys mix in that category less than industry"
X Link @BushwoodCap 2025-09-09T14:13Z 1415 followers, XXX engagements
"Latest 13F for @GavinSBaker. Notable new adds: Pure Storage $PSTG (5.7% portfolio) Dick's $DKS (4.8%) Ciena $CIEN (2.9%) Service Titan $TTAN (1.9%) First Solar $FSLR (1.8%) elf Beauty $ELF (1.7%) Sea Limited $SE (1.5%) Mercadolibre $MELI (1.3%) Rubrik $RBKR NuBank $NU"
X Link @BushwoodCap 2025-08-15T13:17Z 1415 followers, 62.4K engagements
"$BAC on headcount: Looking at the past three years we've been able to lower our headcount from a peak of 217000 to 213000 now"
X Link @BushwoodCap 2025-10-15T18:32Z 1415 followers, XX engagements
"Domino's $DPZ CEO on aggregators - $UBER $DASH etc: "So bullish. We deliver X in X pizza's in the US - not close to that w/ the aggregators. Multi-year tailwind for the business.""
X Link @BushwoodCap 2025-10-14T20:32Z 1415 followers, 5768 engagements
"$CME CEO Terry Duffy: We do more trading volume in the first hour of the day than we did in an entire week in the early 2000s"
X Link @BushwoodCap 2025-10-02T22:13Z 1414 followers, XXX engagements
"@MattFoleyCap Eh they're a different kind of thing. Trott's making money other ways off Plank (family office services etc.) so he likes doing equity/warrant deals w/ hairy companies w/ billionaire founders & operators. Did same thing w/ $PARA. Not sure he's bullish on $UA"
X Link @BushwoodCap 2025-09-08T17:31Z 1415 followers, XXX engagements
"Office space = back. Businesses leased XX million square feet of additional Manhattan office space during the first nine months of 2025. Largest amount of new workspace rented for that period in 19"
X Link @BushwoodCap 2025-10-14T11:39Z 1415 followers, XXX engagements
"Results from @caseysgenstore: - EPS +20% - EBITDA +20% - OpEx +15% - Inside SSS +4.3% (lapping +6.7%) $CASY shares down slightly after-hours but +35% YTD"
X Link @BushwoodCap 2025-09-08T20:39Z 1415 followers, 1443 engagements
"Seeing it everywhere but Bank of America called out AI as a major force in pushing expenses lowergiving the business operating leverage. $BAC 3Q: Revenue +11% Expenses +5% (Obviously $GS getting ready to cut headcount after great results yesterday similar news)"
X Link @BushwoodCap 2025-10-15T18:28Z 1415 followers, XXX engagements
"Betting stocks taking a beating on news from $HOOD. $DKNG (-10%) $FLUT (-9%) Prediction markets taking off . which isn't new information. Competition was always coming. But I guess the success they're having is the new information"
X Link @BushwoodCap 2025-09-30T16:03Z 1415 followers, 5294 engagements
"JPMorgan $JPM CFO on the consumer: "The consumer is resilient spending is strong and delinquency rates are coming in below expectations. Those are facts we cant escape.""
X Link @BushwoodCap 2025-10-15T14:18Z 1415 followers, XXX engagements
"BlackRock continues to kill it. - iShares record net inflows - Building a leading platform as public/private markets converge - Private market M&A going to push their fee earning potential much much higher $BLK +4% - shares at ATHs"
X Link @BushwoodCap 2025-10-14T17:51Z 1414 followers, XXX engagements
"Somebody talk me down: I want to buy $UA. This has to be a takeout target. And soon. It's been such a disaster they have to give up and sell it"
X Link @BushwoodCap 2025-08-08T18:17Z 1415 followers, 2272 engagements
"Some X million square feet of New York Citys trophy office space has been leased in the first half of 2025 surging ahead of other U.S. markets according to the real-estate data firm CoStar $CSGP"
X Link @BushwoodCap 2025-08-18T11:50Z 1414 followers, XXX engagements
"@buccocapital Caseys General Stores $CASY Analyst last qtr: why arent you increasing the guide $CASY mgmt: idk well see next qtr. check back"
X Link @BushwoodCap 2025-10-05T15:41Z 1415 followers, 3757 engagements
"Kinder Morgan $KMI on power demand: "Breadth and scope is enormous.""
X Link @BushwoodCap 2025-07-17T13:48Z 1415 followers, XXX engagements
"Rule #1: Don't lose money. Rule #2: Always read the AutoZone $AZO call transcript to remember what great long-term capital allocation looks like"
X Link @BushwoodCap 2025-09-24T13:00Z 1414 followers, 1528 engagements
"Robinhood should just buy DraftKings and get it over with. $HOOD mkt cap = $125bn $DKNG mkt cap = $16bn Can do it w/ stock. Hat tip to Robinhoodinsane how far theyve come since 2020"
X Link @BushwoodCap 2025-10-14T00:15Z 1413 followers, XXX engagements
"Past XX years: $MSCI XX% annualized $SPY 15%"
X Link @BushwoodCap 2025-10-08T17:25Z 1415 followers, XXX engagements
"Costar Group calls out Zillow $Z aggressive marketing tactics banning real estate agents who dont market listings on their platform. $CSGP offering boosted visibility for agents thats happening too and CEO personally visited w/ one this past week"
X Link @BushwoodCap 2025-07-23T01:53Z 1415 followers, XXX engagements
"$AZO CEO on int'l expansion: "Lots of opportunity for us to continue to grow.""
X Link @BushwoodCap 2025-09-24T13:15Z 1414 followers, XXX engagements
"Stock picks from @barronsonline energy outlook The other FANG Diamondback Energy $FANG - Low-cost Permian operator - Discount to asset value - Potential M&A target for $XOM or $CVX"
X Link @BushwoodCap 2025-05-19T12:03Z 1415 followers, XXX engagements
"New York City is setting the pace. Manhattan leasing activity in 2025 has now surpassed its 2018-2019 levels. Nationwide office leasing remains about XX% below its prepandemic average per $CBRE"
X Link @BushwoodCap 2025-10-14T11:40Z 1415 followers, XXX engagements
"Larry Fink $BLK on "tokenization": - One of most exciting areas in financial mkts - Over XXX trillion dollars sitting in digital wallets"
X Link @BushwoodCap 2025-10-14T17:54Z 1414 followers, XXX engagements
"$DPZ CEO on delivery continued: If we are one X out of every X pizza deliveries off aggregators why we can't be that on What works on these platforms - scale price delivery speed and location - are universal"
X Link @BushwoodCap 2025-10-14T20:43Z 1415 followers, XXX engagements
"Big earnings pop at JB Hunt. Freight up cycle here $JBHT CFO: Its no secret the market hasn't returned yet but the notable improvement in our financial performance should serve as a testament to our execution. Sales - flat Op income - +8%"
X Link @BushwoodCap 2025-10-16T11:37Z 1415 followers, XXX engagements
"More from $AZO: continue to pound the drum on the int'l expansion opportunity. - Opened XX new stores in Mexico/Brazil in qtr - More than 1000 int'l stores now - XX% of total store base outside US and growing"
X Link @BushwoodCap 2025-09-24T13:03Z 1414 followers, XXX engagements
"Morningstar on $MSCI: Index business is a "crown jewel.""
X Link @BushwoodCap 2025-10-08T17:23Z 1415 followers, XXX engagements
"Roper Technologies $ROP - FinTwits favorite software company (behind Constellation of course) - in a XX% drawdown and 52-week low. Whats wrong and whos buying"
X Link @BushwoodCap 2025-09-17T18:05Z 1415 followers, XXX engagements
"Howmet Aerospace $HWM on aircraft backlogs: Extraordinarily high. Bullish for Transdigm and Heicothey dominate in aftermarket parts. Benefit from increased maintenance and parts replacement demand. $HEI $TDG"
X Link @BushwoodCap 2025-08-12T11:54Z 1415 followers, 4118 engagements