#  @CapitalFang EagleFangCapital
EagleFangCapital posts on X about $aht, debt, $plce, $hbi the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
### Engagements: [---] [#](/creator/twitter::1427732791014432780/interactions)
- [--] Week [-----] -35%
- [--] Month [------] -59%
- [--] Months [-------] +41%
- [--] Year [---------] +168%
### Mentions: [--] [#](/creator/twitter::1427732791014432780/posts_active)
- [--] Month [---] -43%
- [--] Months [---] +84%
- [--] Year [---] +165%
### Followers: [-----] [#](/creator/twitter::1427732791014432780/followers)
- [--] Week [-----] +0.12%
- [--] Month [-----] +0.69%
- [--] Months [-----] +15%
- [--] Year [-----] +37%
### CreatorRank: [---------] [#](/creator/twitter::1427732791014432780/influencer_rank)
### Social Influence
**Social category influence**
[finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [fashion brands](/list/fashion-brands) [countries](/list/countries) [technology brands](/list/technology-brands) [luxury brands](/list/luxury-brands) [social networks](/list/social-networks) [celebrities](/list/celebrities) [travel destinations](/list/travel-destinations)
**Social topic influence**
[$aht](/topic/$aht) #2, [debt](/topic/debt), [$plce](/topic/$plce), [$hbi](/topic/$hbi) #2, [$cps](/topic/$cps) #7, [$snbr](/topic/$snbr) #1, [in the](/topic/in-the), [aht](/topic/aht), [$vfc](/topic/$vfc) #45, [$prpl](/topic/$prpl) #3
**Top accounts mentioned or mentioned by**
[@kingdomcapadv](/creator/undefined) [@smallcapking2](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@bullsbayretail](/creator/undefined) [@roojoo3](/creator/undefined) [@basilialukos](/creator/undefined) [@taobanker](/creator/undefined) [@financeschmidt](/creator/undefined) [@joshlacey33](/creator/undefined) [@clarksquarecap](/creator/undefined) [@valuemaverick](/creator/undefined) [@bitmoreleverage](/creator/undefined) [@lifelags](/creator/undefined) [@valuemaverick1](/creator/undefined) [@fiercebeast](/creator/undefined) [@valleyfallsri](/creator/undefined) [@benfranksaltego](/creator/undefined) [@bullshark2012](/creator/undefined) [@stockthoughts81](/creator/undefined) [@convexititties](/creator/undefined)
**Top assets mentioned**
[AhaToken (AHT)](/topic/$aht) [Hanesbrands Inc. (HBI)](/topic/$hbi) [Cooper-Standard Automotive Inc. (CPS)](/topic/$cps) [VF Corp (VFC)](/topic/$vfc) [GEN Restaurant Group, Inc. (GENK)](/topic/$genk) [Newell Brands Inc (NWL)](/topic/$nwl) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Carter's Inc. (CRI)](/topic/$cri) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Whirlpool Corporation (WHR)](/topic/$whr) [Braemar Hotels & Resorts Inc. Common Stock (BHR)](/topic/$bhr) [Kohl's Corporation (KSS)](/topic/$kss) [Nike Inc (NKE)](/topic/$nke) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Dillards Inc. (DDS)](/topic/$dds) [RH (RH)](/topic/$rh) [O'Reilly Automotive Inc (ORLY)](/topic/$orly) [Walgreens Boots Alliance Inc (WBA)](/topic/$wba) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Superp (SUP)](/topic/$sup) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Autozone Inc (AZO)](/topic/$azo) [Dine Brands Global, Inc. (DIN)](/topic/$din) [Gildan Activewear Inc. (GIL)](/topic/$gil) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Mister Car Wash, Inc. (MCW)](/topic/$mcw) [Home Depot, Inc. (HD)](/topic/$hd)
### Top Social Posts
Top posts by engagements in the last [--] hours
"If [----] trash becomes [----] treasure $AHT is the [----] Great Pacific Garbage Patch - dilution hated management team covid/omicron etc. Can sentiment be any worse than it is right now Time to roll the dice that hard assets and a recovery win out in 2022"
[X Link](https://x.com/CapitalFang/status/1476569414006939654) 2021-12-30T15:02Z [----] followers, [--] engagements
"Will probably regret this but sticking my neck out anyway. $AHT has fallen from $11.38 to $6.85 in just over a week. They own [---] hotels. Higher inflation/interest rates should dampen new supply growth help maintain ADR. Biz travel/food & beverage can't be any worse"
[X Link](https://x.com/CapitalFang/status/1487054934101143556) 2022-01-28T13:28Z [----] followers, [--] engagements
"$AHT did $145M of hotel level EBITDA in Q2 of [----]. Hotel count was higher. Knock 15% off for a $123.5M comparable baseline. How does Q2 [----] compares to [----] hotel EBITDA (april revPAR was only down 7% from 2019) Down 10% would be $111M of hotel EBITDA (1/)"
[X Link](https://x.com/CapitalFang/status/1523110721629786112) 2022-05-08T01:21Z [----] followers, [--] engagements
"$AHT prelim Q2 results are out. Q2 RevPAR down 6% from [----] and June down 5%. Nashville LA and Austin above [----] levels. Upside in this name is massive if these trends continue to improve"
[X Link](https://x.com/CapitalFang/status/1545171322774458370) 2022-07-07T22:22Z [----] followers, [--] engagements
"No position in $RL but Cowen note says sales and margin estimates for [----] are too low. Wonder where we've heard that before Now imagine [----] sales and margin estimates too low on $PLCE.with them buying back 13-15% of the company in 2022"
[X Link](https://x.com/CapitalFang/status/1602292115094093825) 2022-12-12T13:19Z [----] followers, [--] engagements
"$CTRN doesn't have the cotton tailwinds of $PLCE $CRI $HBI but their inventories are at historic lows and balance sheet is great. Can take advantage of opportunistic inventory buys. Can buy back 30% of the company at these prices and still have $50-60M of cash left"
[X Link](https://x.com/CapitalFang/status/1638141913998974977) 2023-03-21T11:34Z [----] followers, [---] engagements
"$AHT Q1 prelim results out. Only 40% of hotels remain in cash traps after Q1 vs. 79% at year end. RevPAR up 30% y/o/y to $125 which seems in line with [----] levels. Paid down $45M to extend a $907M [--] hotel loan pool with BAML - by far their biggest extension test of 2023"
[X Link](https://x.com/CapitalFang/status/1645902910016966657) 2023-04-11T21:33Z [----] followers, [----] engagements
"$AHT - YTD they've finalized extensions on at least $1.3B of debt related to [--] hotels and paid down $95M of principal to make it $1.2B going forward. Have June extensions on another $1.2B of debt for [--] hotels. Get through that and paying off Oaktree s/b on the table"
[X Link](https://x.com/CapitalFang/status/1645916797735153665) 2023-04-11T22:28Z [----] followers, [---] engagements
"$HBI - slight beats on Revs and EPS and maintained full year guide. More importantly FCF guide is $430M on 350M shares. So over $1.20 per share on a $4.90 stock. This year's FCF boosted by inventory decline - next year will see margin improvements that begin 2H '23"
[X Link](https://x.com/CapitalFang/status/1653731492072235009) 2023-05-03T12:01Z [----] followers, [----] engagements
"$PLCE - the lower cotton/freight thesis is playing out per $HBI comments on conf call today. @SmallCapKing2 Yes - the product that $HBI is producing NOW is at [----] margin levels because lower cotton and freight is happening NOW and will flow through the P&L later this year. On Friday $CRI said the same and also said they will manage inventories tightly to reduce markdown risk. @SmallCapKing2 Yes - the product that $HBI is producing NOW is at [----] margin levels because lower cotton and freight is happening NOW and will flow through the P&L later this year. On Friday $CRI said the same and also"
[X Link](https://x.com/CapitalFang/status/1653774966691704834) 2023-05-03T14:54Z [----] followers, [----] engagements
"$CTRN - $ROST had 1% SSS in Q1. Their dd's concept (decent proxy for $CTRN) trailed Ross concept so was obviously negative. I'm keeping my -15%ish SSS estimate for Q1. Even with bounce back to $18 a pretty dire scenario is priced into the stock with it reflecting a $45M EV"
[X Link](https://x.com/CapitalFang/status/1659363379222310913) 2023-05-19T01:00Z [----] followers, [--] engagements
"$FL smoked with a miss and big guide down. Cited same macro/tax refund issues as everyone else this week but stock had high expectations into print because of new CEO. $HIBB likely down in sympathy - but at 5x '23 guide seems a guide down more than priced into stock"
[X Link](https://x.com/CapitalFang/status/1659528291034775552) 2023-05-19T11:55Z [----] followers, [--] engagements
"$FL had high expectations but really no self-help/major commodity relief like $PLCE does or cash at 70-80% of market cap like $CTRN. The macro issues are the same but setups very different. Again not expecting miracles from the print - just think bad news mostly priced in"
[X Link](https://x.com/CapitalFang/status/1659530509502803974) 2023-05-19T12:04Z [----] followers, [--] engagements
"@spartycapital Think they're a little more tied to a spring sports season than $FL - about 10% equipment which I assumes doesn't include cleats. Obviously wed to $NKE. So if they cut #s are we going to $7-8 or $4.50-$5.50 Feels like a lot is priced in but we'll see on Friday"
[X Link](https://x.com/CapitalFang/status/1661039506013802503) 2023-05-23T16:00Z [----] followers, [----] engagements
"$VFC guide looks more than good enough for a $19 stock into the print that's still paying $1.20 annual dividend after the cut. $NWL and $VFC are both hated stocks with recent dividend cuts that should bounce off historically low levels"
[X Link](https://x.com/CapitalFang/status/1661103324391694336) 2023-05-23T20:14Z [----] followers, [--] engagements
"@PlantainYumm It's not new for them. Including organized shrink where boxes just disappear from the back room of a store. It's new for $TGT apparently"
[X Link](https://x.com/CapitalFang/status/1662511269402877954) 2023-05-27T17:29Z [----] followers, [--] engagements
"@kingdomcapadv Always a distant #3 in the space and trying to compete with $ORLY in commercial isn't going to end well for $AAP"
[X Link](https://x.com/CapitalFang/status/1663892612548362241) 2023-05-31T12:58Z [----] followers, [---] engagements
"@kingdomcapadv @saltadogato @sharkbiotech Also how many retailers would tell you that e-commerce is their highest margin channel especially when offering free shipping on all orders You order one $4.99 graphic tee it's shipped for free. Even $AMZN makes you pay for Prime to get that option"
[X Link](https://x.com/CapitalFang/status/1664068493094912003) 2023-06-01T00:37Z [----] followers, [---] engagements
"$PLCE - getting comments about current liabilities current assets as somehow being disastrous. Invite skeptics to look at the balance sheet of $ORLY and $AZO.and look at their stock charts over [--] years. $PLCE not in their class but understanding the business models is key"
[X Link](https://x.com/CapitalFang/status/1665857983497076743) 2023-06-05T23:07Z [----] followers, [----] engagements
"@SmallCapKing2 $NWL is similar in some respects but also in the early phases of yet another operational turnaround. $ACCO pays you a nice yield to wait it out"
[X Link](https://x.com/CapitalFang/status/1669420712338116630) 2023-06-15T19:04Z [----] followers, [--] engagements
"$AHT solid Q2. Talked much about Nashville hotel here but how about Boston Hilton - $14.9M of TTM EBITDA w/ $98M debt. If worth $120-150M that's $22M-$52M net or $0.60-$1.42 per share. So just Nashville/Boston combined at $150-$200M or $4.16-$5.46 per share. Stock is $3.94"
[X Link](https://x.com/CapitalFang/status/1686683253372014593) 2023-08-02T10:19Z [----] followers, [----] engagements
"$HBI draws an activist shareholder. Activist + lower cotton/freight costs works for me. https://www.wsj.com/articles/hanesbrands-draws-activist-investor-seeking-to-shake-up-underwear-maker-1aa808b4 https://www.wsj.com/articles/hanesbrands-draws-activist-investor-seeking-to-shake-up-underwear-maker-1aa808b4"
[X Link](https://x.com/CapitalFang/status/1688872205034143744) 2023-08-08T11:18Z [----] followers, [---] engagements
"$HBI - bit of a guidedown but paying down debt ahead of schedule $450M of FCF this year on 350m shares lower cotton/freight kicks into full gear in Q4 and now an activist in there. '24 will see better operating performance and much lower debt"
[X Link](https://x.com/CapitalFang/status/1689598278428430336) 2023-08-10T11:23Z [----] followers, [----] engagements
"Now $TPR seems way too cheap sub $35. Amazing"
[X Link](https://x.com/CapitalFang/status/1689721103541792768) 2023-08-10T19:31Z [----] followers, [----] engagements
"$HT acquired for $10/share on common equity. Hotels valued at $370K/key. $AHT at $175K/key is $3.91B EV less $3.3B of net debt and $205M of preferred stock = $405M/36.6m shares for $11.06. At $200K/key it's $26.18. Doesn't adjust for recent defaults which are positive for $AHT"
[X Link](https://x.com/CapitalFang/status/1696132044475047949) 2023-08-28T12:06Z [----] followers, [----] engagements
"@TardyGuyhere28u $AHT or $HT"
[X Link](https://x.com/CapitalFang/status/1696159301474111659) 2023-08-28T13:54Z [----] followers, [---] engagements
"Dollar stores going in different directions. $DLTR (with ex $DG CEO now in charge) showing accelerating traffic at both banners with shrink as the only issue. $DG showing declining/negative traffic along with a host of issues - stock down from 52wk high. Rather play $DLTR here"
[X Link](https://x.com/CapitalFang/status/1697210521005576212) 2023-08-31T11:31Z [----] followers, [---] engagements
"@everyonehatesp1 @kingdomcapadv New auto production is nowhere near pre covid levels. Typically the auto parts retailer biz holds up very well during weak economic times. At least if you're $ORLY or $AZO. $AAP is a lost cause at the moment"
[X Link](https://x.com/CapitalFang/status/1697291502655869149) 2023-08-31T16:53Z [----] followers, [---] engagements
"$EXPR - Q2 out. Revs inline and adjusted EPS beat. Bonobos sales well ahead of expectations. SGA down y/o/y ex-one time items and cost reductions yet to hit. Express e-comm down 1% but stores down big (need to close more). 2H guide implies flattish EPS and thus positive EBITDA"
[X Link](https://x.com/CapitalFang/status/1699381918351995224) 2023-09-06T11:19Z [----] followers, [----] engagements
"@Investor143470 No. DXLG discloses depreciation as it's own line item on the P&L. EXPR would have store and DC depreciation in COGS and office depreciation in SGA so mostly in COGS. DC costs could be 5-7% of sales"
[X Link](https://x.com/CapitalFang/status/1699543421709328705) 2023-09-06T22:01Z [----] followers, [--] engagements
"@bullsbayretail Retail - unless you're $LULU $TJX or $ROST you don't get credit for performance. $ANF has actually held up well since the print though"
[X Link](https://x.com/CapitalFang/status/1699854912908115992) 2023-09-07T18:39Z [----] followers, [--] engagements
"@VCDaBear Don't know. Mill Road isn't selling. They just reiterated guidance on 8/31 along with the great new on the German plant restructuring/closure"
[X Link](https://x.com/anyuser/status/1701977648199536699) 2023-09-13T15:14Z [--] followers, [--] engagements
"$HBI exploring strategic options for Champion. Great news that will further enable debt paydown and allow them to refocus exclusively on core business as margins inflect back toward historical levels starting in Q3/Q4 of this year"
[X Link](https://x.com/CapitalFang/status/1704118521444057477) 2023-09-19T13:01Z [----] followers, [----] engagements
"@banana_capital_ @ideahive Did you look at the cash flow statement and see cash taxes paid"
[X Link](https://x.com/CapitalFang/status/1704500534261014555) 2023-09-20T14:19Z [----] followers, [--] engagements
"@AnansiStocks Yes. They are probably better off doing what the $FARM activists did. Say F the board representation and standstill and go buy more stock at a discount"
[X Link](https://x.com/CapitalFang/status/1705250044511691140) 2023-09-22T15:57Z [----] followers, [---] engagements
"@RaphiSavitz @SmallCapKing2 Ask your Bain Capital people what $PLCE did to their Gymboree biz. Answer should be: They crushed it and then bought the brands out of bankruptcy for a pittance"
[X Link](https://x.com/CapitalFang/status/1705583116264358294) 2023-09-23T14:01Z [----] followers, [---] engagements
"@SmallCapKing2 That's $CPRI and now $CHS taken out at huge premiums. One by a strategic and one by PE (actually strategic given their apparel holdings). Certainly seems like the SMART money is paying attention to current valuations"
[X Link](https://x.com/CapitalFang/status/1707384978026226139) 2023-09-28T13:21Z [----] followers, [----] engagements
"@AnansiStocks Yes - risk/reward for shorting these names doesn't look great if you can wake up to 50-75% take out premiums"
[X Link](https://x.com/CapitalFang/status/1707388827784937936) 2023-09-28T13:36Z [----] followers, [---] engagements
"Suppose we can add $NKE to the list. Up almost 8% in after hours on better than expected earnings"
[X Link](https://x.com/CapitalFang/status/1707554391736094882) 2023-09-29T00:34Z [----] followers, [----] engagements
"$PLCE - $60-65M of net income plus $22-24M of depreciation and significant working capital release in 2H '23. Balance sheet will improve dramatically.in a hurry"
[X Link](https://x.com/CapitalFang/status/1709550000118566973) 2023-10-04T12:44Z [----] followers, [----] engagements
"$DG brings back Vasos as CEO and updates guidance for FY [--]. Took down the high end of guidance but left low end intact. Given collapses in stocks since Q2 prints this may be good enough to stem the bleeding in $DG and $DLTR as well"
[X Link](https://x.com/CapitalFang/status/1712567712134603022) 2023-10-12T20:35Z [----] followers, [----] engagements
"And finally we get an $DLTR upgrade to buy from Goldman this morning"
[X Link](https://x.com/CapitalFang/status/1714213874755326356) 2023-10-17T09:36Z [----] followers, [---] engagements
"And now an activist reported to have a sizeable stake in $VFC. Further evidence of the thesis outlined here on 9/28"
[X Link](https://x.com/CapitalFang/status/1714281131762393474) 2023-10-17T14:04Z [----] followers, [----] engagements
"$NWL - a ton of moving pieces here as they finally try to get this mess operating like a unified business. But increased cash flow guide said operating margins up greater than [--] bps next year on lower sales and comfortable with dividend level. Self-harm turning to self-help"
[X Link](https://x.com/CapitalFang/status/1717917040604762188) 2023-10-27T14:51Z [----] followers, [---] engagements
"@kingdomcapadv $VFC is fine. Read the transcript"
[X Link](https://x.com/CapitalFang/status/1719119206455677416) 2023-10-30T22:28Z [----] followers, [----] engagements
"@kingdomcapadv $VFC CEO tonight: "I withdrew guidance in my early days [--] years ago Logitech had quickly reinstated at the appropriate time. There's no reason why we can't do the same here. To conclude this is a turnaround. I've been here before so I know what it takes.""
[X Link](https://x.com/CapitalFang/status/1719170823347400987) 2023-10-31T01:53Z [----] followers, [----] engagements
"@okieinvestor Why limit that chart to just [--] months You can go back [--] years or more and see how $AAP has never worked on a sustained basis. Look where $ORLY's stock price was after they acquired CSK back in 2008"
[X Link](https://x.com/CapitalFang/status/1719293963616522622) 2023-10-31T10:03Z [----] followers, [---] engagements
"@okieinvestor "So why are we removing guidance As a new CEO I want to hit our numbers. At the end of the day the first numbers I'm going to give you we will hit." - $VFC"
[X Link](https://x.com/CapitalFang/status/1719297605589451031) 2023-10-31T10:17Z [----] followers, [---] engagements
"@okieinvestor Fair enough. $AAP has just been a distant #3 for years. Many have tried. All have failed. 11-12 years ago at a conference I asked the $ORLY CFO what keeps him up at night. His response was "not much". Got a similar response from $AZO mgmt"
[X Link](https://x.com/CapitalFang/status/1719394183302009056) 2023-10-31T16:41Z [----] followers, [---] engagements
"$SUP - headline doesn't look great as the [--] analyst didn't account for lower aluminum pass through but real result is a slight cut to high end of EBITDA range and lower FCF due to one-time working capital bump to serve customers affected by the German plant closure"
[X Link](https://x.com/CapitalFang/status/1719678920906117457) 2023-11-01T11:32Z [----] followers, [----] engagements
"@michalispolakis Don't know. They are also replacing their worst tenants with better tenants. Just never gets a good FFO multiple due to high leverage"
[X Link](https://x.com/CapitalFang/status/1719785503858229426) 2023-11-01T18:36Z [----] followers, [--] engagements
"@SmallCapKing2 looking out [--] months - they'll be able to lock in [----] back to school season (late Q2/early Q3) at lower costs than this year"
[X Link](https://x.com/CapitalFang/status/1721615647233200147) 2023-11-06T19:48Z [----] followers, [---] engagements
"$VFC - Director bought 20k shares at $15.31 on Friday. Based on CEO comments I wouldn't be shocked to see Company reissue guidance as soon as there's more visibility into the holiday season"
[X Link](https://x.com/CapitalFang/status/1721661941033193894) 2023-11-06T22:52Z [----] followers, [---] engagements
"@AnansiStocks They did mention sub debt and/or equity capital in the press release in additional to tapping the $50M line of credit. Maybe people are taking the tax loss now and will revisit in [--] days"
[X Link](https://x.com/CapitalFang/status/1722761734375539031) 2023-11-09T23:42Z [----] followers, [---] engagements
"$HBI - Yes Champion still sucks (and up for sale) but gaining share in innerwear paying down debt with margin improvement coming in Q4 and beyond driving significant EBITDA growth and much lower leverage ratio. High on my list of companies that will grow earnings in '24"
[X Link](https://x.com/CapitalFang/status/1722983352339173430) 2023-11-10T14:23Z [----] followers, [---] engagements
"@kingdomcapadv @tortoiseinv UBS "upside case" - $PLCE does 5.9% OM in [----] and 6.6% OM in [----] as compared to 6.0% OM in [----] which was crap year hurt by Gymboree/Crazy [--] liquidation. And they will have 35-40% fewer stores in [----] and beyond vs. [----]. Maybe they are right on Q3 and very wrong after that"
[X Link](https://x.com/CapitalFang/status/1723390956450337121) 2023-11-11T17:23Z [----] followers, [---] engagements
"@kingdomcapadv @tortoiseinv I'm sure their pencils are much sharper on names like $NKE and $TJX vs. a name like $PLCE"
[X Link](https://x.com/CapitalFang/status/1723391664373268769) 2023-11-11T17:26Z [----] followers, [---] engagements
"$VFC - director buy on Friday of 20k shares at $14.58. Same director bought 20k at $15.31 on 11/3. Stock closed below both buys today"
[X Link](https://x.com/CapitalFang/status/1724193289727799643) 2023-11-13T22:31Z [----] followers, [---] engagements
"@Castra_Astra @SmallCapKing2 I don't think the company (or anyone) could predict all time record temperatures in October back in August. They're [--] weeks into a [--] week quarter. My guess is they were ahead of plan as of the date of the earnings call"
[X Link](https://x.com/CapitalFang/status/1724556786781356194) 2023-11-14T22:35Z [----] followers, [--] engagements
"$PLCE - thought sales would be $460M ish. They came in at $480M and they are projecting sales GROWTH in Q4. SGA was in line with my $103M estimate. I can live with a miss due to higher than expected distribution/fulfillment due to higher order volumes - they can fix that"
[X Link](https://x.com/CapitalFang/status/1725134766205223417) 2023-11-16T12:52Z [----] followers, [----] engagements
"I've posted about a lot of blowups lately - $VFC $SNBR $PRPL. And bought dips in others I didn't mention (until now): $BOWL $CROX $SKIN. $PLCE is the 7th name on the list and unlike the others they actually BEAT on revenues and raised top line guidance. Think about it"
[X Link](https://x.com/CapitalFang/status/1725210784681148784) 2023-11-16T17:54Z [----] followers, [----] engagements
"$HBI reaches cooperation agreement with Barrington Capital that includes [--] new board members. Seems there's a path to creating shareholder value here"
[X Link](https://x.com/CapitalFang/status/1725294740210327601) 2023-11-16T23:28Z [----] followers, [---] engagements
"$GPS - benefitting from being a total disaster last year - a lot of money can be made on total disaster to "OK". Wish I paid closer attention here but basically this is the play on $VFC in a nutshell"
[X Link](https://x.com/CapitalFang/status/1725492153646780445) 2023-11-17T12:32Z [----] followers, [---] engagements
"With UAW strike clearly behind us playing basket of auto related stocks: $CLF $CPS $MPAA and $SUP. $MPAA is aftermarket related and inflecting as improved pricing rolls through the P&L. $CPS growing sales/margins. $SUP is the one that has YET to rerate higher despite activist"
[X Link](https://x.com/CapitalFang/status/1725609139605258290) 2023-11-17T20:17Z [----] followers, [----] engagements
"@6d617474 @kingdomcapadv Closing [--] stores in Q4 for what they think is a rightsized number of [---] which will most be on short-term leases. They had 900+ in [----] and over [----] at peak. If $WMT wholesale works maybe they can close more due to customer overlap"
[X Link](https://x.com/CapitalFang/status/1726006724119638309) 2023-11-18T22:37Z [----] followers, [---] engagements
"@ValleyFallsRI @dharmavenger The dd's part of $ROST is most similar to $CTRN and they said sales trends improved. So who knows - the activist can't sell and if they decide it's time to use the $50m buyback then watch out"
[X Link](https://x.com/CapitalFang/status/1727835323990708530) 2023-11-23T23:43Z [----] followers, [---] engagements
"$DLTR - SSS 5.4% and transactions 7% strong at core banner. Fam Dollar lags but still positive - undergoing portfolio review. [--] cent hit to EPS from a voluntary recall. Q4 EPS guide looks ahead of street and full year adj for 12c legal charge looks $5.93-$6.05 vs. $5.96 cons"
[X Link](https://x.com/CapitalFang/status/1729829237622747282) 2023-11-29T11:46Z [----] followers, [---] engagements
"@kingdomcapadv Well they'd better reduce inventory over the holiday season. And collect that elusive tax refund"
[X Link](https://x.com/CapitalFang/status/1730203034066571414) 2023-11-30T12:32Z [----] followers, [---] engagements
"$EXPR -speculative af. $32M market cap. Crappy Q4 guide baked in. $200M in cost savings by y/e '25 (if get there). Next year could see positive EBITDA (tbd) $43M tax refund (finally) and new CEO said meaningful inventory reduction. Risk is it's a zero reward could be massive"
[X Link](https://x.com/CapitalFang/status/1730583303680348342) 2023-12-01T13:43Z [----] followers, [---] engagements
"$GCO - missed by [--] cents and took down guide by [--] cents. Stock ran up a ton this week (likely on $FL results). Keep in mind that they bought back a ton of stock in Q2 and now less than 11m shares o/s so EPS swings can be wild"
[X Link](https://x.com/CapitalFang/status/1730587013328281628) 2023-12-01T13:57Z [----] followers, [---] engagements
"$AHT - point is these [--] hotels sold for $138K and are far from the Company's best assets. So if you start looking at 20K rooms at $200K+ per key you're over $4B in value and 3.4B of net debt/preferred. So $600M on 36.5m shares or $16.43. Stock is $2.31"
[X Link](https://x.com/CapitalFang/status/1732527813280809186) 2023-12-06T22:29Z [----] followers, [----] engagements
"@SummerofGus1 If a Residence Inn in Manchester CT gets $138K/key what does a Nashville Renaissance or a Boston Back Bay Hilton get $200K/key for the rest is conservative. Will the market ever care Can't answer that"
[X Link](https://x.com/CapitalFang/status/1732535340437565584) 2023-12-06T22:59Z [----] followers, [--] engagements
"$AHT - Stirling is a new REIT created by Ashford Inc on 11/14/23. So I'll leave previous tweets up on the math while we all wonder what mgmt's angle is here. A new REIT for the limited service assets or more suspect motives [--] Resi Inns moved had solid EBITDA/debt yields"
[X Link](https://x.com/CapitalFang/status/1732605549852733566) 2023-12-07T03:38Z [----] followers, [----] engagements
"And now WSJ reports an $M buyout offer at $21 which is probably too low"
[X Link](https://x.com/CapitalFang/status/1733972439158178298) 2023-12-10T22:10Z [----] followers, [----] engagements
"@bullsbayretail $PLCE is underearning due to commodity costs (will change in 24) temporary operational issues (DC related and the drag from underperforming stores (will close). Ton of self-help there. $CTRN really needs a sales rebound from here due to minimal operational levers to pull"
[X Link](https://x.com/CapitalFang/status/1734194484504563916) 2023-12-11T12:52Z [----] followers, [---] engagements
"@SmallCapKing2 point is that online sales data stronger than expected is only one pillar. It's the cost of fulfilling those orders and whether Q3 was transitory or a permanent shift higher. I think it's the former but we won't really know until BTS '24"
[X Link](https://x.com/CapitalFang/status/1735727278623986161) 2023-12-15T18:23Z [----] followers, [---] engagements
"@SmallCapKing2 @JackH_4 And higher even with no minimums for shipping. Old Navy requires $50 minimum as a comparison despite much larger scale"
[X Link](https://x.com/CapitalFang/status/1735753579388911778) 2023-12-15T20:07Z [----] followers, [---] engagements
"$CTRN announces holiday season SSS of -0.3% which is a significant improvement over the down 6.2% in Q3. Reaffirmed all aspects of guidance. At $28 the biz has already priced in a significant SSS recovery in '24 - for me it's too early to make that call so I'm out for now"
[X Link](https://x.com/anyuser/status/1744343477062611056) 2024-01-08T13:01Z [--] followers, [---] engagements
"@BTaylorInvestor Don't know. I understand the bull case but I don't know what fixes the top line issues and makes women shop there vs. elsewhere"
[X Link](https://x.com/CapitalFang/status/1744363376782758339) 2024-01-08T14:20Z [----] followers, [--] engagements
"$SNBR - assume stock is down because of updated Blackrock filing showing reduced stake. Don't people remember that company was kicked out of S&P small cap [---] as of 12/4 which would have required FORCED selling by ETF/benchmark fund Ecstatic to get another shot sub $12.50"
[X Link](https://x.com/CapitalFang/status/1744773270761570672) 2024-01-09T17:28Z [----] followers, [----] engagements
"@AnswerReality Well didn't expect $TAST to explode at this time last year either. Just seemed like the worst of the inflationary pressures were close to behind them"
[X Link](https://x.com/anyuser/status/1744918990550434291) 2024-01-10T03:08Z [--] followers, [--] engagements
"@bullsbayretail @kingdomcapadv @thevalueguy24 @SmallCapKing2 I've been buying $VFC"
[X Link](https://x.com/CapitalFang/status/1747445042258608175) 2024-01-17T02:25Z [----] followers, [---] engagements
"@kingdomcapadv @BenFranksAltEgo @Bullshark_2012 @hasilp89 @rhunterh @RahimSIsmail Honestly I think $AHT wants to add assets at some point to get more money to $AINC. Isn't happening anytime soon at these leverage levels and these interest rates. The good news is they're through the extension tests and rates peaked. $BHR has common divvy and buybacks btw"
[X Link](https://x.com/CapitalFang/status/1748058758209552546) 2024-01-18T19:04Z [----] followers, [---] engagements
"$HBI - Champion bids due Feb [--] https://wwd.com/business-news/financial/champion-sale-process-bids-february-hanesbrands-goldman-1236136907/ https://wwd.com/business-news/financial/champion-sale-process-bids-february-hanesbrands-goldman-1236136907/"
[X Link](https://x.com/CapitalFang/status/1748091172919087486) 2024-01-18T21:13Z [----] followers, [----] engagements
"$VFC - new filing on cybersecurity incident states financial impact not expected to be material. Been buying this dip down to $15"
[X Link](https://x.com/CapitalFang/status/1748292311342031093) 2024-01-19T10:32Z [----] followers, [---] engagements
"$HBI - Will end '23 with roughly $3B in net debt and $1.5B of it at 9% because they waited until early '23 to refi. If Champion sells for $1.5B or higher will see significant interest savings plus cost reduction and focus on core/higher OM innerwear biz that gained share in Q3. $HBI - Champion bids due Feb [--] https://t.co/vfiTEjm3vo $HBI - Champion bids due Feb [--] https://t.co/vfiTEjm3vo"
[X Link](https://x.com/CapitalFang/status/1748304010178658360) 2024-01-19T11:18Z [----] followers, [----] engagements
"$HBI - stock is worth more than $4 even without Champion sale as lower cotton/freight (even with recent spike) drive significant GM recovery from Q4 '23 forward. But Champion deal at right price will be transformational. $HBI - Will end '23 with roughly $3B in net debt and $1.5B of it at 9% because they waited until early '23 to refi. If Champion sells for $1.5B or higher will see significant interest savings plus cost reduction and focus on core/higher OM innerwear biz that gained share in Q3. $HBI - Will end '23 with roughly $3B in net debt and $1.5B of it at 9% because they waited until"
[X Link](https://x.com/CapitalFang/status/1748320889920274552) 2024-01-19T12:25Z [----] followers, [----] engagements
"$PRPL - expected zig. Got zag. Went through numbers and transcripts again. They gained share in Q3. '24 looks like revenue growth [---] bps+ of GM improvement and possibly lower SGA. Small net cash position. Industry back to [----] levels so easy top line compares. Adding here. Just listened to $PRPL at ICR. While they didn't give specific beyond their last update CEO said Nov/Dec were their best months in long time. Expect major GM improvement in '24 with GM near 40% by year end. Looking for this year's $TAST at ICR ($1.50-8). Def could be this. Just listened to $PRPL at ICR. While they didn't"
[X Link](https://x.com/CapitalFang/status/1748417898228420849) 2024-01-19T18:51Z [----] followers, [---] engagements
"@Crowhurst68 @ragnarisapirate @VegasSki I'm right with you"
[X Link](https://x.com/CapitalFang/status/1749466818421408130) 2024-01-22T16:19Z [----] followers, [--] engagements
"$PRPL press release. Refi and reaffirms Q4 guidance. Largest shareholder involved in the deal. $PRPL - expected zig. Got zag. Went through numbers and transcripts again. They gained share in Q3. '24 looks like revenue growth [---] bps+ of GM improvement and possibly lower SGA. Small net cash position. Industry back to [----] levels so easy top line compares. Adding here. $PRPL - expected zig. Got zag. Went through numbers and transcripts again. They gained share in Q3. '24 looks like revenue growth [---] bps+ of GM improvement and possibly lower SGA. Small net cash position. Industry back to 2009"
[X Link](https://x.com/CapitalFang/status/1749918092241588235) 2024-01-23T22:12Z [----] followers, [----] engagements
"$LVMH strong. $AXP strong. $ETD written orders turning positive. If $RH business starts to inflect on that MUCH LOWER share count look out above. Willing to be early"
[X Link](https://x.com/CapitalFang/status/1750883403841294679) 2024-01-26T14:08Z [----] followers, [---] engagements
"$WHR - FCF guide for '24 of $550-650M includes $200-300M of cash usage in Europe division prior to expected sale in April. So run rate FCF on remaining core biz is $750M-$950M on 55m shares ($13.63-$17.27/sh). Appliance usage rates 2x pre-COVID - replacement cycle s/b accelerated"
[X Link](https://x.com/CapitalFang/status/1752315080354513073) 2024-01-30T12:57Z [----] followers, [----] engagements
"$WHR - said $400M of divdends in '24. On 55M shares that's $7.30 per share or a 6.6% yield on a $110 stock price. Paid quite well to wait and if the housing cycle accelerates later this year as rates fall could see sizable capital appreciation as well. $WHR - FCF guide for '24 of $550-650M includes $200-300M of cash usage in Europe division prior to expected sale in April. So run rate FCF on remaining core biz is $750M-$950M on 55m shares ($13.63-$17.27/sh). Appliance usage rates 2x pre-COVID - replacement cycle s/b accelerated $WHR - FCF guide for '24 of $550-650M includes $200-300M of cash"
[X Link](https://x.com/CapitalFang/status/1752374563113939477) 2024-01-30T16:53Z [----] followers, [----] engagements
"$CONN raises $250M from new ABS securitization of receivables. There's still strong demand for this paper in the marketplace"
[X Link](https://x.com/CapitalFang/status/1752747977075036248) 2024-01-31T17:37Z [----] followers, [---] engagements
"$VFC print tonight. Curious to see what's in store now that Bracken Darrell has spent a few months under the hood and may have some ideas on resurrecting Vans. Will they reinstitute guidance or is it still too early"
[X Link](https://x.com/CapitalFang/status/1754883515085152740) 2024-02-06T15:03Z [----] followers, [----] engagements
"$VFC - definitely a messy print. Ton of moving pieces. Main takeaway is that FCF set to improve - but not sure if that includes proceeds from sale of non-core assets or not. Willing to take shot on premise bottom is basically in. $VFC print tonight. Curious to see what's in store now that Bracken Darrell has spent a few months under the hood and may have some ideas on resurrecting Vans. Will they reinstitute guidance or is it still too early $VFC print tonight. Curious to see what's in store now that Bracken Darrell has spent a few months under the hood and may have some ideas on resurrecting"
[X Link](https://x.com/CapitalFang/status/1755207989848412406) 2024-02-07T12:32Z [----] followers, [----] engagements
"$PLCE - And now we have an encore: https://investor.childrensplace.com/static-files/b6ee28f3-bd18-486e-9169-e5673079bf4d $PLCE. Well here's a big buyer to say the least. https://t.co/7jt9CY7p9s https://investor.childrensplace.com/static-files/b6ee28f3-bd18-486e-9169-e5673079bf4d $PLCE. Well here's a big buyer to say the least. https://t.co/7jt9CY7p9s"
[X Link](https://x.com/CapitalFang/status/1757947962972332135) 2024-02-15T02:00Z [----] followers, [----] engagements
"@hasilp89 apparently. I've got a hotel REIT I'd like them to buy"
[X Link](https://x.com/CapitalFang/status/1757954071418355948) 2024-02-15T02:24Z [----] followers, [---] engagements
"$HBI - Guided to 42-48 cents in '24 as margin recovery flows through despite caution on consumer. Operating margin recovers to 8% range. More debt paydown expected. Stock worth more than $4.70 right now - what happens if get a good price for Champion"
[X Link](https://x.com/CapitalFang/status/1758101933133275225) 2024-02-15T12:12Z [----] followers, [---] engagements
"$HBI - core innerwear sales down 1% in Q4 vs. market down 5%. Segment operating margin of 21.1% up [----] bps y/o/y (not a $LYFT typo). If/when they sell Champion the "RemainCo" is a very profitable business"
[X Link](https://x.com/CapitalFang/status/1758112680848613861) 2024-02-15T12:55Z [----] followers, [----] engagements
"$AHT - reports prelim Q4 results. Adjusted FFO for year is [--] cents/share at midpoint. Stock is $1.67. Trading at 2.3x at peak of rate cycle and plans to sell assets/pay of Oaktree. Amazing"
[X Link](https://x.com/CapitalFang/status/1758117606312042885) 2024-02-15T13:14Z [----] followers, [----] engagements
"@JoeDoeKnowsGuy It's all non-recourse/hotel level except the Oaktree loan which they are in the process of paying off"
[X Link](https://x.com/CapitalFang/status/1758541301300023589) 2024-02-16T17:18Z [----] followers, [--] engagements
"$SNBR - beat lowered expectations. Guided to $125-145M of EBITDA on down sales and $60-80M of +FCF on 22.5m shares. Bottom should be in. $SNBR - burned $17M of cash through [--] months in crap year with elevated CAPEX. Now assume 100-200bps of GM improvement $50 of cost cuts and CAPEX of $20-30M instead of $60M. Interest expense will be higher and sales uncertainty remains but looks to be easily FCF+ in [----]. $SNBR - burned $17M of cash through [--] months in crap year with elevated CAPEX. Now assume 100-200bps of GM improvement $50 of cost cuts and CAPEX of $20-30M instead of $60M. Interest"
[X Link](https://x.com/CapitalFang/status/1760773429588832523) 2024-02-22T21:07Z [----] followers, [----] engagements
"@kingdomcapadv That will work. Cut the debt in half sell other non-core assets cut expenses more FCF potential for refi down the road. Stock should rerate"
[X Link](https://x.com/CapitalFang/status/1760787123697750122) 2024-02-22T22:02Z [----] followers, [---] engagements
"$CRI posts solid results (did miss on revenues) issues nice guide and raises dividend. Shows that $PLCE issues are company specific"
[X Link](https://x.com/CapitalFang/status/1762446588973142227) 2024-02-27T11:56Z [----] followers, [----] engagements
"@hummuslover75 $AAN (don't own) had a weak print but if you dig into the details the core biz is fine if at a cycle bottom. I can't make that same call on $RRGB - we'll see if traffic is positive against the easier compares starting in Q2"
[X Link](https://x.com/CapitalFang/status/1762975233881829587) 2024-02-28T22:57Z [----] followers, [---] engagements
"$WHR getting the boot from the S&P on 3/18. Sentiment here was already low despite the solid dividend yield. Worth a look if it takes another leg down. Another name that's bouncing along at the bottom of a cycle"
[X Link](https://x.com/CapitalFang/status/1763713552332751240) 2024-03-01T23:50Z [----] followers, [----] engagements
"@rev_cap They just paid out Q1. Agree the dividend payout is above their target ratio right now so we'll see if there's an industry bounce later this year"
[X Link](https://x.com/CapitalFang/status/1763721995017924849) 2024-03-02T00:24Z [----] followers, [---] engagements
"@ragnarisapirate Seeing increased distribution in my neck of the woods but the issue with them is if $COST gives them the boot it's game over. I've found the food OK (tried [--] diff items) but it's pricey relative to the rest of the frozen food aisle. Needs a strategic buyer imo"
[X Link](https://x.com/CapitalFang/status/1766845129065722209) 2024-03-10T15:14Z [----] followers, [---] engagements
"@ragnarisapirate convertible preferred with PIK. Point is that the $NCMI debt holders ended up with equity post restructuring and the high EBITDA/low capex biz model is already providing opportunity for buyback"
[X Link](https://x.com/CapitalFang/status/1770395226667888916) 2024-03-20T10:21Z [----] followers, [---] engagements
"$GM retail sales up 6% in the US in Q1. Down overall due to reduction in fleet. Bodes well for $SUP as GM is their largest customer at over 20% over total revenues"
[X Link](https://x.com/CapitalFang/status/1775197920800718875) 2024-04-02T16:25Z [----] followers, [----] engagements
"$F sales up 7% in the US in Q1 with larger vehicles (bigger wheels) up even more. Bodes well for $SUP as $F was #2 customer last year at 15% of sales. VW is 3rd also at 15% and Toyota is 4th at 11% for those wondering. $GM retail sales up 6% in the US in Q1. Down overall due to reduction in fleet. Bodes well for $SUP as GM is their largest customer at over 20% over total revenues. $GM retail sales up 6% in the US in Q1. Down overall due to reduction in fleet. Bodes well for $SUP as GM is their largest customer at over 20% over total revenues"
[X Link](https://x.com/CapitalFang/status/1775519914192695351) 2024-04-03T13:45Z [----] followers, [----] engagements
"@FantanaCap Why don't you focus on getting distribution for Sex Panther at $ULTA and Sephora"
[X Link](https://x.com/CapitalFang/status/1778178591127130336) 2024-04-10T21:49Z [----] followers, [---] engagements
"@SFarringtonBKC @valuedontlie I have never liked $TCS. But if you follow my feed you'll see I'm involved in $RH $PRPL and $SNBR on that premise. And keeping an eye on $WHR - although furniture/mattresses had a better comp for $CONN than appliances"
[X Link](https://x.com/CapitalFang/status/1778521475236155401) 2024-04-11T20:32Z [----] followers, [---] engagements
"$PLCE - Keep in mind this $90M replaces what was a $130M non binding facility from Gordon Bros so $40M less borrowed and at a better interest rate. $PLCE - gets another $90M from Mithaq with PIK terms to replace the Gordon Bros financing. Paying off the $50M term loan and some vendor balances. Very interesting development. $PLCE - gets another $90M from Mithaq with PIK terms to replace the Gordon Bros financing. Paying off the $50M term loan and some vendor balances. Very interesting development"
[X Link](https://x.com/CapitalFang/status/1780574029885178238) 2024-04-17T12:28Z [----] followers, [----] engagements
"@SmallCapKing2 Lol. It's only personal between you and $PLCE"
[X Link](https://x.com/CapitalFang/status/1781044115100094900) 2024-04-18T19:36Z [----] followers, [---] engagements
"$CLF buys back 6% of shares in Q1 and announces new $1.5B buyback. Assume they are just getting started"
[X Link](https://x.com/CapitalFang/status/1782501715318595899) 2024-04-22T20:08Z [----] followers, [----] engagements
"$CLF presentation: Bullish vehicle production forecast: also can't hurt $SUP or $CPS $GM beat and raise. Can't hurt $SUP to see their largest customer crushing it. $GM beat and raise. Can't hurt $SUP to see their largest customer crushing it"
[X Link](https://x.com/CapitalFang/status/1782746033866383716) 2024-04-23T12:19Z [----] followers, [----] engagements
"$CLF - given the number of times the CFO has mentioned buybacks in the first [--] minutes of this earnings call it's clear there's much much more to come. $CLF buys back 6% of shares in Q1 and announces new $1.5B buyback. Assume they are just getting started. $CLF buys back 6% of shares in Q1 and announces new $1.5B buyback. Assume they are just getting started"
[X Link](https://x.com/CapitalFang/status/1782751522595516426) 2024-04-23T12:40Z [----] followers, [----] engagements
"@dislocationhunt $CLF said 16m in their presentation on Tuesday compared to 15.7m in [----]. Believe $F was at 16-16.5m - even if that's SAAR you'd think production would have to ramp accordingly to meet it"
[X Link](https://x.com/CapitalFang/status/1783467348579520726) 2024-04-25T12:05Z [----] followers, [--] engagements
"$NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just off all time lows"
[X Link](https://x.com/CapitalFang/status/1783817490805424546) 2024-04-26T11:16Z [----] followers, [----] engagements
"$NWL call takeaways: [--]. Top line stabilization in 2H other than outdoor [--]. Q1 smallest Q of the year so not raising #s yet but sounded like days of downward revisions are clearly over. [--]. I'm more constructive now than I was before the call. Expect sell side will agree. $NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just off all time lows. $NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just"
[X Link](https://x.com/CapitalFang/status/1783893262203342874) 2024-04-26T16:17Z [----] followers, [---] engagements
"$CLF - company's buying. everyone else is apparently selling. $1.5B buyback and an RSI sub [--]. $CLF - given the number of times the CFO has mentioned buybacks in the first [--] minutes of this earnings call it's clear there's much much more to come. $CLF - given the number of times the CFO has mentioned buybacks in the first [--] minutes of this earnings call it's clear there's much much more to come"
[X Link](https://x.com/CapitalFang/status/1783903029470613912) 2024-04-26T16:56Z [----] followers, [----] engagements
"$AHT sells a small hotel at a 6% cap rate and finally rid of KEYS A and B pool hotels they strategically defaulted on last July. Still have assets for sale and Oaktree should be paid off by September. $AHT - market cap is $47M this one hotel sold for $70M above its mortgage balance. Most hated stock out there. Also the most dislocated to fair value. Should just do what they did with $AINC and see if they can take it private at $5. $AHT - market cap is $47M this one hotel sold for $70M above its mortgage balance. Most hated stock out there. Also the most dislocated to fair value. Should just"
[X Link](https://x.com/CapitalFang/status/1784892039118627028) 2024-04-29T10:26Z [----] followers, [----] engagements
"$CLF - insiders finally step up. https://www.clevelandcliffs.com/investors/sec-filings/all-sec-filings/content/0000764065-24-000126/0000764065-24-000126.pdf https://www.clevelandcliffs.com/investors/sec-filings/all-sec-filings/content/0000764065-24-000126/0000764065-24-000126.pdf"
[X Link](https://x.com/CapitalFang/status/1785681638577369218) 2024-05-01T14:44Z [----] followers, [----] engagements
"$CLF - and step up some more https://www.clevelandcliffs.com/investors/sec-filings/all-sec-filings/content/0000764065-24-000128/0000764065-24-000128.pdf $CLF - insiders finally step up. https://t.co/ARsGr1nFC3 https://www.clevelandcliffs.com/investors/sec-filings/all-sec-filings/content/0000764065-24-000128/0000764065-24-000128.pdf $CLF - insiders finally step up. https://t.co/ARsGr1nFC3"
[X Link](https://x.com/CapitalFang/status/1785823646574846274) 2024-05-02T00:08Z [----] followers, [---] engagements
"$AHT - Blackwells files a contested proxy and releases a "Monty Must Go" presentation on their website. https://blackwellscap.com/wp-content/uploads/2024/05/AHT-Deck-5.2.24-FINAL.pdf https://blackwellscap.com/wp-content/uploads/2024/05/AHT-Deck-5.2.24-FINAL.pdf"
[X Link](https://x.com/CapitalFang/status/1786021795767763371) 2024-05-02T13:15Z [----] followers, [----] engagements
"$AHT - and now it finally looks like rate cuts are coming based on today's employment report. Stars finally aligning for this turd. $AHT - this stuff is great but the more important point is that major hotels like Nashville Crystal City Marriott and Savannah Hyatt are worth FAR more than their debt AND multiples of the current market cap. As the sale of Boston Back Bay Hilton showed as well. $AHT - this stuff is great but the more important point is that major hotels like Nashville Crystal City Marriott and Savannah Hyatt are worth FAR more than their debt AND multiples of the current market"
[X Link](https://x.com/CapitalFang/status/1786374437631123751) 2024-05-03T12:37Z [----] followers, [----] engagements
"$AHT - More 🍿 https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/b0a35309-bf8e-4f1d-90d6-e772a0968765.html#EA0205260-DFAN14A_BLACKWELLS_HTM_a_002 $AHT - 🍿 https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/b0a35309-bf8e-4f1d-90d6-e772a0968765.html#EA0205260-DFAN14A_BLACKWELLS_HTM_a_002 $AHT - 🍿"
[X Link](https://x.com/CapitalFang/status/1787464705180627361) 2024-05-06T12:49Z [----] followers, [----] engagements
"$HBI - actually beat on EPS and maintained FY guide. No Champion update. But innerwear operating margin of 21.9% and gained [--] bps of share in the quarter. Stock should work from here even without Champion sale"
[X Link](https://x.com/CapitalFang/status/1788545556438008071) 2024-05-09T12:24Z [----] followers, [----] engagements
"$AHT - Wouldn't really complain if they raised all these extra proceeds post-Oaktree and then pulled the $AINC move and took it private at $5. But you need to be in the stock to benefit imo not waging an activist war with [----] shares. $AHT listed [--] assets for sale on 1/31/24. [--] have sold and [--] of remaining [--] are under some type of agreement. Expected remaining proceeds are $425M - only $234M of debt on [--] largest hotels that make up bulk of this: (Ritz Atlanta One Ocean Princeton Savannah Sea World). $AHT listed [--] assets for sale on 1/31/24. [--] have sold and [--] of remaining [--] are under some"
[X Link](https://x.com/CapitalFang/status/1788924244614611203) 2024-05-10T13:29Z [----] followers, [----] engagements
"$AHT - Activist campaign fails to shake up the board for now. Perhaps they should have started earlier. See what happens now. Meanwhile Company will continue to prove asset values far exceed debt and Oaktree will be paid off over next few months. $AHT - Wouldn't really complain if they raised all these extra proceeds post-Oaktree and then pulled the $AINC move and took it private at $5. But you need to be in the stock to benefit imo not waging an activist war with [----] shares. $AHT - Wouldn't really complain if they raised all these extra proceeds post-Oaktree and then pulled the $AINC move"
[X Link](https://x.com/CapitalFang/status/1790690350606287189) 2024-05-15T10:27Z [----] followers, [----] engagements
"$PLCE - Mithaq writes shareholder letter. Key takeaways: [--]. Will run biz for long-term. No more quarterly guidance or earnings calls. [--]. Focus on cash flow/debt paydown [--]. Free shipping min order - as said HERE after Q3. [--]. Expand owned DC. [--]. Will be rights offering - date TBD"
[X Link](https://x.com/CapitalFang/status/1793982929993113988) 2024-05-24T12:30Z [----] followers, [----] engagements
"$PLCE - some may not like no more earnings calls. But I direct you to another retailer with strong historical FCF that doesn't have quarterly earnings calls that shorts bet against for years - $DDS. $PLCE - Mithaq writes shareholder letter. Key takeaways: [--]. Will run biz for long-term. No more quarterly guidance or earnings calls. [--]. Focus on cash flow/debt paydown [--]. Free shipping min order - as said HERE after Q3. [--]. Expand owned DC. [--]. Will be rights offering - date TBD $PLCE - Mithaq writes shareholder letter. Key takeaways: [--]. Will run biz for long-term. No more quarterly guidance or"
[X Link](https://x.com/CapitalFang/status/1793992197139738768) 2024-05-24T13:07Z [----] followers, [----] engagements
"$PLCE - while there may be a myriad of issues here the Q3 print revealed major cost overruns on the shipping/DC side due to small order sizes. I'd think the change to $20 minimum order (still too low imo) protects margins and helps mitigate DC inefficiencies. $PLCE - Mithaq writes shareholder letter. Key takeaways: [--]. Will run biz for long-term. No more quarterly guidance or earnings calls. [--]. Focus on cash flow/debt paydown [--]. Free shipping min order - as said HERE after Q3. [--]. Expand owned DC. [--]. Will be rights offering - date TBD $PLCE - Mithaq writes shareholder letter. Key takeaways: 1."
[X Link](https://x.com/CapitalFang/status/1793995169014092023) 2024-05-24T13:19Z [----] followers, [---] engagements
"@kingdomcapadv [----] locations at $3M AUV 26% [--] wall 6% G&A is $600M of "well in the future" EBITDA plus cash on a $10B market cap. Seems much more than priced in but did this type of exercise on CMG way back in the day and they blew through all the assumptions. Gonna sit this one out"
[X Link](https://x.com/CapitalFang/status/1795855761047802022) 2024-05-29T16:32Z [----] followers, [---] engagements
"Kingsbury leaves $BURL for $KSS. Both companies report today and moving significantly in opposite directions. The grass is not greener. $KSS might be so bad it's actually good given the $2 annual dividend looks to stay"
[X Link](https://x.com/CapitalFang/status/1796149446805221793) 2024-05-30T11:59Z [----] followers, [----] engagements
"$KSS yield now over 10%. They own a ton of real estate. So it's basically a REIT paying 10% now. Why not Kingsbury leaves $BURL for $KSS. Both companies report today and moving significantly in opposite directions. The grass is not greener. $KSS might be so bad it's actually good given the $2 annual dividend looks to stay. Kingsbury leaves $BURL for $KSS. Both companies report today and moving significantly in opposite directions. The grass is not greener. $KSS might be so bad it's actually good given the $2 annual dividend looks to stay"
[X Link](https://x.com/CapitalFang/status/1796197719624552453) 2024-05-30T15:11Z [----] followers, [----] engagements
"$AHT - liquidation is certainly optimal for non-related party shareholders. But that's not going to happen. Either Monty takes it private at a discount to fair value (but premium to current price like $AINC) we wait for rate cuts or activist finds a path. My guess is door #1. $AHT sells [--] hotels incl One Ocean in Atl Bch FL for $87M ($451K/key). Think there's a $52M mortgage based on 10-K. Oaktree balance is $102M before this. More proof that Asset Value debt. Stock s/b much higher w/ or w/out Monty pulling the strings. $AHT sells [--] hotels incl One Ocean in Atl Bch FL for $87M ($451K/key)."
[X Link](https://x.com/CapitalFang/status/1797804488482549988) 2024-06-04T01:36Z [----] followers, [----] engagements
"@jayabacus I continue to believe asset values are at least $500M debt/pfd. There's 40m shares roughly. The market cap is $50M. This is why I'm holding my nose and buying despite mgmt issues"
[X Link](https://x.com/CapitalFang/status/1797906527854162080) 2024-06-04T08:21Z [----] followers, [--] engagements
"$AHT - There's $300M of Hotel EBITDA remaining after the asset sales and KEYS A&B defaults. That includes the excessive mgmt fees and doesn't include FF&E reserve. Call it a wash. After they pay off Oaktree there's $2.6-$2.65B of debt $230M cash and +/- $275M of preferred. 1/"
[X Link](https://x.com/CapitalFang/status/1798135629223698791) 2024-06-04T23:31Z [----] followers, [---] engagements
"$AHT - 8% cap rate is $3.75B value 9% is $3.33B 10% is $3B. Implies value above net debt/preferred of $330M - $1.08B. On [--] million shares that's $8.25 - $27 implied stock price. This compares to $1.15 closing price. Corrected to reflect all preferred"
[X Link](https://x.com/CapitalFang/status/1798136249221251104) 2024-06-04T23:34Z [----] followers, [----] engagements
"$HBI - net debt was $3.13B at the end of Q1. Proceeds plus FCF likely get this sub $2B by year end. TTM EBITDA is $631M and will grow even w/o Champion. So leverage ratio will now approach 2:1 and we could see return of buybacks/dividend in quarters ahead. $HBI sells Champion for $1.2B with potential for $1.5B. Expects net proceeds of $900M which will pay down debt. Company should see a valuation rerating as Champion was barely profitable while core innerwear has segment operating margins 20%. And far lower interest expense. $HBI sells Champion for $1.2B with potential for $1.5B. Expects net"
[X Link](https://x.com/CapitalFang/status/1798334938913312798) 2024-06-05T12:43Z [----] followers, [----] engagements
"$HBI - sent this when I expected $1B for Champion. Now $1.2B with potential for $1.5B. Happy to buy when others are selling. $HBI - actually beat on EPS and maintained FY guide. No Champion update. But innerwear operating margin of 21.9% and gained [--] bps of share in the quarter. Stock should work from here even without Champion sale. $HBI - actually beat on EPS and maintained FY guide. No Champion update. But innerwear operating margin of 21.9% and gained [--] bps of share in the quarter. Stock should work from here even without Champion sale"
[X Link](https://x.com/CapitalFang/status/1798358572230971549) 2024-06-05T14:17Z [----] followers, [----] engagements
"$AHT - looking more like door #1. Gets even easier for Monty to get it all for a "premium" if there's a voluntary delisting like on $AINC. Frustrated longer-term holders bail new money comes in at $1 - happy to take $2.50. Ironically he's the biggest winner if that happens. $AHT - liquidation is certainly optimal for non-related party shareholders. But that's not going to happen. Either Monty takes it private at a discount to fair value (but premium to current price like $AINC) we wait for rate cuts or activist finds a path. My guess is door #1. $AHT - liquidation is certainly optimal for"
[X Link](https://x.com/CapitalFang/status/1799176179959926834) 2024-06-07T20:26Z [----] followers, [----] engagements
"$AHT - this is what I'm talking about from $AINC. "125% premium." https://ashfordinc.q4ir.com/news-events/press-releases/news-details/2024/ASHFORD-INC.S-BOARD-OF-DIRECTORS-APPROVES-PLAN-TO-TERMINATE-REGISTRATION-OF-ITS-COMMON-STOCK/default.aspx $AHT - looking more like door #1. Gets even easier for Monty to get it all for a "premium" if there's a voluntary delisting like on $AINC. Frustrated longer-term holders bail new money comes in at $1 - happy to take $2.50. Ironically he's the biggest winner if that happens."
[X Link](https://x.com/CapitalFang/status/1799191681746801100) 2024-06-07T21:28Z [----] followers, [----] engagements
"$AHT - also once Oaktree is paid off the bankruptcy risk is just about completely off the table as all other debt is at the hotel level at reasonable EBITDA yields. So I don't think you get dilution here. Perhaps another R/S but my money is on a voluntary delist/Monty buyout. $AHT - looking more like door #1. Gets even easier for Monty to get it all for a "premium" if there's a voluntary delisting like on $AINC. Frustrated longer-term holders bail new money comes in at $1 - happy to take $2.50. Ironically he's the biggest winner if that happens. $AHT - looking more like door #1. Gets even"
[X Link](https://x.com/CapitalFang/status/1799464382008787182) 2024-06-08T15:31Z [----] followers, [----] engagements
"$AHT - a less corrupt corollary: once Oaktree paid off and asset sales end insiders are allowed to buy stock again and the Company can buy back stock like they are doing at $BHR. This is really what SHOULD happen if focus was on creating value for ALL shareholders. $AHT - also once Oaktree is paid off the bankruptcy risk is just about completely off the table as all other debt is at the hotel level at reasonable EBITDA yields. So I don't think you get dilution here. Perhaps another R/S but my money is on a voluntary delist/Monty buyout. $AHT - also once Oaktree is paid off the bankruptcy risk"
[X Link](https://x.com/CapitalFang/status/1799476044128243736) 2024-06-08T16:18Z [----] followers, [----] engagements
"$AHT - new independent board director seems to have a solid industry background. Hopefully is given the opportunity to add value. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2024/ASHFORD-HOSPITALITY-TRUST-ADDS-HOTEL-INDUSTRY-VETERAN-DAVE-JOHNSON-TO-BOARD-OF-DIRECTORS/default.aspx https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2024/ASHFORD-HOSPITALITY-TRUST-ADDS-HOTEL-INDUSTRY-VETERAN-DAVE-JOHNSON-TO-BOARD-OF-DIRECTORS/default.aspx"
[X Link](https://x.com/CapitalFang/status/1800141333065257236) 2024-06-10T12:21Z [----] followers, [----] engagements
"$HBI - Additionally Cotlook A (cotton) prices at [--] cents /lb - lowest levels since [----] and closing in on the long-term average cost of [--] cents/lb. Perhaps some gross margin upside in the second half of 2024/early [----]. $HBI - net debt was $3.13B at the end of Q1. Proceeds plus FCF likely get this sub $2B by year end. TTM EBITDA is $631M and will grow even w/o Champion. So leverage ratio will now approach 2:1 and we could see return of buybacks/dividend in quarters ahead. $HBI - net debt was $3.13B at the end of Q1. Proceeds plus FCF likely get this sub $2B by year end. TTM EBITDA is $631M"
[X Link](https://x.com/CapitalFang/status/1800867600270086472) 2024-06-12T12:27Z [----] followers, [----] engagements
"$PLAY with a massive miss. You can eat $20 bowls at $CAVA OR burn money on overpriced games at D&B but you can't do both"
[X Link](https://x.com/CapitalFang/status/1800984799525425211) 2024-06-12T20:13Z [----] followers, [----] engagements
"$AHT sells [--] hotels in Kennesaw GA at a 4.8% cap rate. Sale price $17.5M. Mortgage $10.8M. Balance goes toward Oaktree payoff (nearing the finish line there). MORE evidence hotels are worth substantially more than debt/preferred. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2024/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-SALE-OF-ADDITIONAL-SELECT-SERVICE-HOTELS/default.aspx https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2024/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-SALE-OF-ADDITIONAL-SELECT-SERVICE-HOTELS/default.aspx"
[X Link](https://x.com/CapitalFang/status/1801228061972541932) 2024-06-13T12:20Z [----] followers, [----] engagements
"$AHT - put another way the market cap is $42M. These [--] small hotels sold for $6.7M above their debt. Basically net 1/6 of market cap just from this. $AHT sells [--] hotels in Kennesaw GA at a 4.8% cap rate. Sale price $17.5M. Mortgage $10.8M. Balance goes toward Oaktree payoff (nearing the finish line there). MORE evidence hotels are worth substantially more than debt/preferred. https://t.co/fop3PpuKir $AHT sells [--] hotels in Kennesaw GA at a 4.8% cap rate. Sale price $17.5M. Mortgage $10.8M. Balance goes toward Oaktree payoff (nearing the finish line there). MORE evidence hotels are worth"
[X Link](https://x.com/CapitalFang/status/1801276369134878907) 2024-06-13T15:32Z [----] followers, [----] engagements
"$HBI - guided to 9.4% op margin in [----] WITH Champion. Surely goes above 10% ex-Champion: [--]. $4.3B in sales at 11% OM=$473M [--]. $2B in debt at 8%=$160M [--]. 24% tax rate=$75M [--]. NI of $238M/354m shares=$0.67/sh on $5 stock. Higher OM and lower int exp pushes EPS to $1 range"
[X Link](https://x.com/CapitalFang/status/1801340439947010537) 2024-06-13T19:46Z [----] followers, [----] engagements
"$AHT - put ANOTHER way these [--] small hotels accounted for $5.9M of $1.37B of total revenue in [----] (0.4% of total). So selling 0.4% of total revenues yielded proceeds after debt equal to 16% of the current market cap Unreal. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/b70a1526-eeb5-472c-93f0-93de33f56088.html $AHT - put another way the market cap is $42M. These [--] small hotels sold for $6.7M above their debt. Basically net 1/6 of market cap just from this. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/b70a1526-eeb5-472c-93f0-93de33f56088.html $AHT - put another way the market"
[X Link](https://x.com/CapitalFang/status/1801407737663811590) 2024-06-14T00:14Z [----] followers, [----] engagements
"$AHT - well. well. well. .SPOILER ALERT: we will be filing a lawsuit at Ashford as early as next week. Times up Montgomery .SPOILER ALERT: we will be filing a lawsuit at Ashford as early as next week. Times up Montgomery"
[X Link](https://x.com/CapitalFang/status/1801699687226896835) 2024-06-14T19:34Z [----] followers, [----] engagements
"@jaykay969 Liquidation would be fantastic"
[X Link](https://x.com/CapitalFang/status/1801701672156045361) 2024-06-14T19:42Z [----] followers, [---] engagements
"$HBI - 7.8% filer https://ir.hanesbrands.com/static-files/440239d3-6623-4d21-9975-b6d0f8458bb4 https://ir.hanesbrands.com/static-files/440239d3-6623-4d21-9975-b6d0f8458bb4"
[X Link](https://x.com/CapitalFang/status/1801719115226431966) 2024-06-14T20:51Z [----] followers, [----] engagements
"@anidesh7 $PLCE liquidity problems are pretty much solved. They should have inventory for BTS and the changes to min shipping will make a big difference y/o/y. But probably radio silence until late August/early Sept unless there's add'l mgmt changes or a rights offering. $8 range is nuts"
[X Link](https://x.com/CapitalFang/status/1801824590181597286) 2024-06-15T03:50Z [----] followers, [---] engagements
"$BHR / $AHT We've approached the point where I can't tell if this is a boardroom fight or a remake of Pee Wee's Big Adventure https://d18rn0p25nwr6d.cloudfront.net/CIK-0001574085/d12156f0-edf9-40a0-9d31-69f8af6f642c.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001574085/d12156f0-edf9-40a0-9d31-69f8af6f642c.html"
[X Link](https://x.com/CapitalFang/status/1803903870772355305) 2024-06-20T21:32Z [----] followers, [----] engagements
"@MBennettAshford [--] years of $AHT. Why The board works for the shareholders. Not vice versa"
[X Link](https://x.com/CapitalFang/status/1804629354548531386) 2024-06-22T21:35Z [----] followers, [---] engagements
"$AHT - One Ocean sale closed. Oaktree balance was $98M before any One Ocean proceeds so probably $60-65M post. More assets listed and cash on hand. Oaktree s/b out of the picture by Sept [--]. $AHT sells [--] hotels incl One Ocean in Atl Bch FL for $87M ($451K/key). Think there's a $52M mortgage based on 10-K. Oaktree balance is $102M before this. More proof that Asset Value debt. Stock s/b much higher w/ or w/out Monty pulling the strings. $AHT sells [--] hotels incl One Ocean in Atl Bch FL for $87M ($451K/key). Think there's a $52M mortgage based on 10-K. Oaktree balance is $102M before this. More"
[X Link](https://x.com/CapitalFang/status/1806437272146915836) 2024-06-27T21:19Z [----] followers, [----] engagements
"$AHT - My math is a little bit different but if net debt is 66% of gross assets it certainly implies $1B of net asset value AFTER preferred so in the $25/share range. Could be close to FCF neutral after Oaktree payoff even at 5.25% fed funds. Windfall if fed cuts rates. $AHT $AINC @DailyREITBeat @kingdomcapadv @GrantCardone @realEstateTrent @CapitalFang Ok so $AHT finally puts out a press release indicating a NAV for the remaining assets. Net Debt is now 66% of Gross Asset Quick math is with 98MM Oak Tree remaining is around 2.9B $AHT $AINC @DailyREITBeat @kingdomcapadv @GrantCardone"
[X Link](https://x.com/CapitalFang/status/1806678886010253509) 2024-06-28T13:19Z [----] followers, [----] engagements
"$AHT - released updated financials ex-One Ocean. They paid down an additional $14M on the [--] asset loan pool beyond the $52M piece on One Ocean which leaves about $19M to pay down Oaktree - likely putting the balance around $80M. Works for me. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/fb522478-1fc5-48ed-b55b-2e2373100ccb.html $AHT - One Ocean sale closed. Oaktree balance was $98M before any One Ocean proceeds so probably $60-65M post. More assets listed and cash on hand. Oaktree s/b out of the picture by Sept 30."
[X Link](https://x.com/CapitalFang/status/1808262483745841222) 2024-07-02T22:12Z [----] followers, [----] engagements
"@jojomostuff He cares if $BHR survives - he needs the fees to flow through from $AHT and $BHR to $AINC OR someone to pay him the termination fees. Clear both parties involved in this juvenile dispute only it in for themselves. But $BHR moves higher unless dumb people sell out to BW at $2.55"
[X Link](https://x.com/CapitalFang/status/1808609472345931887) 2024-07-03T21:11Z [----] followers, [---] engagements
"$AHT reports prelim Q2 RevPAR up 1.4%. Compared to down 1% in Q1. Easter shift hurt March and helped May. Biz is holding up fine. Also raised $25M in preferred stock in Q2-additional funding besides asset sales to pay off Oaktree"
[X Link](https://x.com/CapitalFang/status/1810285332992069880) 2024-07-08T12:10Z [----] followers, [----] engagements
"$BHR $AHT - The fight continues. Requesting Monty to let us nominate independent directors to the board. We know we will never agree but it is important for all shareholders to know $BHR $AHT https://t.co/VPhS20hta9 Requesting Monty to let us nominate independent directors to the board. We know we will never agree but it is important for all shareholders to know $BHR $AHT https://t.co/VPhS20hta9"
[X Link](https://x.com/CapitalFang/status/1810685646752579801) 2024-07-09T14:41Z [----] followers, [----] engagements
"@WAH0982 No - all of the issues raised pertain to $AHT as well"
[X Link](https://x.com/CapitalFang/status/1810687880345387076) 2024-07-09T14:50Z [----] followers, [---] engagements
"$BHR $AHT - Clear why activists focused on $BHR first. Remington arm of Ashford only manages 4/16 $BHR hotels vs. 61/90 $AHT hotels as of 12/31/23 so less involved in day to day. So just about the "external" advisory $$ paid to AINC vs. $$ to run $BHR independently. Stay tuned"
[X Link](https://x.com/CapitalFang/status/1811022151853510955) 2024-07-10T12:58Z [----] followers, [----] engagements
"$BSET looks interesting off this print: [--]. Just raised div to 80c/year - 6% yield [--]. Ex non-cash items reported breakeven Q on revs down 17% [--]. New restructuring will save $6M/year [--]. $60M in cash/investments and no debt on 9m share count When cycle turns it will print money"
[X Link](https://x.com/CapitalFang/status/1811158244053913620) 2024-07-10T21:59Z [----] followers, [----] engagements
"$CONN - ABS data out as of end of June. Payment rates continue to be solid. [----] vintage well into Class C paydown with plenty of A/R coverage. Further evidence that the current issues are with the retail biz - maybe Beryl provides a tailwind. Staying away until clarification"
[X Link](https://x.com/CapitalFang/status/1812964349578764415) 2024-07-15T21:35Z [----] followers, [----] engagements
"$CONN - Bloomberg saying BK is coming with store closings part of it. Conns Plans Mass Store Closings Ahead of Possible Bankruptcy - Bloomberg $CONN - ABS data out as of end of June. Payment rates continue to be solid. [----] vintage well into Class C paydown with plenty of A/R coverage. Further evidence that the current issues are with the retail biz - maybe Beryl provides a tailwind. Staying away until clarification. $CONN - ABS data out as of end of June. Payment rates continue to be solid. [----] vintage well into Class C paydown with plenty of A/R coverage. Further evidence that the current"
[X Link](https://x.com/CapitalFang/status/1813678376412123228) 2024-07-17T20:53Z [----] followers, [----] engagements
"$WHR - Cycle bottoming. Margins inflecting. FCF increasing. 7% dividend yield. $2.5B buyback authorization on $5.46B market cap (prob not much here near-term). Guided to $12 in ongoing EPS in '24 that will improve in '25. And still a buyout target. Taking my shot at $99"
[X Link](https://x.com/CapitalFang/status/1816967111207776378) 2024-07-26T22:41Z [----] followers, [----] engagements
"$NWL - turnaround becomes reality $NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just off all time lows. $NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just off all time lows"
[X Link](https://x.com/CapitalFang/status/1816968450188734784) 2024-07-26T22:46Z [----] followers, [----] engagements
"@joshlacey33 It's [--] cents annually on 9m shares ( incremental $720K) vs. saving $6M/year on the new restructuring. I think they can handle it"
[X Link](https://x.com/CapitalFang/status/1817588011909185975) 2024-07-28T15:48Z [----] followers, [--] engagements
"@BitMoreLeverage So assume you want the term loan upsized a bit if that's the route they go $172M cash plus $60M revolver plus FCF over next 6-7 months probably doesn't leave much remaining cash on the balance sheet esp if cycle turns + and they need working capital"
[X Link](https://x.com/CapitalFang/status/1821898214422847882) 2024-08-09T13:15Z [----] followers, [---] engagements
"$HBI - will look something like this in [----] (maybe 2H '25): [--]. Revs $3.6-$4B [--]. 15% OM or $570M [--]. Interest exp $100-150M (could refi at lower rates) [--]. NI of $315-350M at 25% tax rate. EPS of $0.89-$1 [--]. Hit 2.0-2.5x leverage and resume divs/buyback Massive rerating underway"
[X Link](https://x.com/CapitalFang/status/1822046311102702018) 2024-08-09T23:04Z [----] followers, [----] engagements
"@siyul $SUP and $CPS. Seems like most people are picking one horse or the other. I'm picking both. Outside of auto I like $SNBR - restructured biz to generate significant FCF in a VERY depressed industry cycle. Will benefit from any recovery/debt paydown/lower interest rates"
[X Link](https://x.com/CapitalFang/status/1825285082313003363) 2024-08-18T21:34Z [----] followers, [---] engagements
"@stockthoughts81 $HBI really f'd up by waiting until Feb/March [----] to refinance their debt. I assume they will pay off shorter-term maturities first and then deal with the [----] 9% notes later on as their credit profile improves/Fed cuts rates"
[X Link](https://x.com/CapitalFang/status/1826673885368254550) 2024-08-22T17:32Z [----] followers, [---] engagements
"$CTRN - well they kitchen sinked the old merchandise strategy in favor of a significant reset. Traffic continues to be positive - will it translate to improved sales Balance sheet provides a nice floor here but need to see 1-2 quarters evidence of real turnaround. $CTRN - still can't get there off Q2 print/updated guide unless stock takes a massive hit today. Interim CEO buy in July seems oddly timed. Unless this is kitchen sink. TBD. $CTRN - still can't get there off Q2 print/updated guide unless stock takes a massive hit today. Interim CEO buy in July seems oddly timed. Unless this is"
[X Link](https://x.com/CapitalFang/status/1828430211404161058) 2024-08-27T13:51Z [----] followers, [----] engagements
"@finance_schmidt So you are considering the operating leases as debt. Are you also considering the corresponding rental payments as interest expense or are they part of your EBITDA calcluation"
[X Link](https://x.com/CapitalFang/status/1829553418521792754) 2024-08-30T16:15Z [----] followers, [---] engagements
"@bullsbayretail $DDS stays quiet. $NVR stays quiet. If you run the biz right who cares"
[X Link](https://x.com/CapitalFang/status/1833888763384135808) 2024-09-11T15:22Z [----] followers, [---] engagements
"@kingdomcapadv $RRGB - The reports of its death are greatly exaggerated (at least for now.). Guidance cut post Q2 projected July weakness for rest of year. At conf today they said August/Sept to date shows improved trend to July. Investor sentiment in toilet - could easily bounce"
[X Link](https://x.com/CapitalFang/status/1835851500788064703) 2024-09-17T01:21Z [----] followers, [----] engagements
"$AHT - The art of the "steal" [--]. Mgmt continues to act in ways that don't benefit s/h [--]. Shareholders get frustrated and bail [--]. New shareholders get in a low cost basis [--]. Monty makes lowball offer at premium to "low cost basis" and gets approval. GAME OVER $AHT [--]. Stock near all-time low despite asset values far debt/pref. More asset sales in works - GOOD [--]. Oaktree close to being paid off - GOOD [--]. Fed cuts [--] bps - AHT has $2.7B of floating rate debt - GOOD [--]. Announces 1:10 R/S - WTAF [--]. Monty gonna steal it - TBD GROSS $AHT [--]. Stock near all-time low despite asset values far debt/pref."
[X Link](https://x.com/CapitalFang/status/1839440574379958315) 2024-09-26T23:03Z [----] followers, [----] engagements
"@WAH0982 No idea. My point is that net asset value is probably 10-12x the current stock price but management is so suspect that investors don't give a fuck. Even with obvious tailwinds"
[X Link](https://x.com/CapitalFang/status/1839595608866181336) 2024-09-27T09:19Z [----] followers, [---] engagements
"@MVSpelman Take a look at $BHR and what activists are doing and how it's going. If there's a positive outcome there then maybe there's hope. I own $AHT for the value dislocation.that keeps dislocating"
[X Link](https://x.com/CapitalFang/status/1839623935438053542) 2024-09-27T11:11Z [----] followers, [---] engagements
"$AHT - At least they are taking steps to maintain the NYSE listing (for now) which takes the $AINC delist/takeunder scenario off the table (for now). And news on asset sales/Oaktree could come at any time. $37M market cap vs. 750M to $1B net asset value. Worth a shot. $AHT [--]. Stock near all-time low despite asset values far debt/pref. More asset sales in works - GOOD [--]. Oaktree close to being paid off - GOOD [--]. Fed cuts [--] bps - AHT has $2.7B of floating rate debt - GOOD [--]. Announces 1:10 R/S - WTAF [--]. Monty gonna steal it - TBD GROSS $AHT [--]. Stock near all-time low despite asset values far"
[X Link](https://x.com/CapitalFang/status/1839720049155666307) 2024-09-27T17:33Z [----] followers, [----] engagements
"$NCMI is another R/S coming out of bankruptcy/restructuring that has worked as the box office recovers. So I assess these on a case by case basis rather than doctrine. Monty's twitter indicates he's chasing matters outside his businesses $AHT & $BHR at the moment. 🐇🕳🕳🕳 @BitMoreLeverage @JoeDoeKnowsGuy Dealt with [--] other R/S in last [--] months: [--]. $EXPR - total shitshow [--]. $RGS - worked out great on refi news [--]. $BNED - was part of the whole debt conversion/rights offering. Off highs but working out fine from $5 adjusted offering price. $AHT has tailwinds now "but Monty". @BitMoreLeverage"
[X Link](https://x.com/CapitalFang/status/1840372967059915080) 2024-09-29T12:48Z [----] followers, [----] engagements
"$AHT - as shown here action in the traded preferred securities certainly doesn't indicate financial distress. Quite the opposite. @stockgutter Exactly. Pretty good [--] month return on those plus dividends. If the true value of the biz was only $37M above the preferred then the charts wouldn't look like that. @stockgutter Exactly. Pretty good [--] month return on those plus dividends. If the true value of the biz was only $37M above the preferred then the charts wouldn't look like that"
[X Link](https://x.com/CapitalFang/status/1840380763801350374) 2024-09-29T13:19Z [----] followers, [----] engagements
"$AHT $BHR - while shareholders certainly aren't fans of Monty at the moment the first [--] minutes of this interview is def worth a listen. My read from this is he wants to use the new Stirling REIT as the growth vehicle and that's what "buys" $AHT. https://www.youtube.com/watchv=Hkdhe0vrlSE https://www.youtube.com/watchv=Hkdhe0vrlSE"
[X Link](https://x.com/CapitalFang/status/1842665577250177446) 2024-10-05T20:38Z [----] followers, [----] engagements
"$AHT - he wants to be a BUYER of hotels right now. Stirling is private and AHT contributed a few hotels near end of [----]. While balance sheet is much improved $AHT not in position to buy assets. Stirling could be and it's a private entity. Mechanics of this w/ $AHT TBD. $AHT $BHR - while shareholders certainly aren't fans of Monty at the moment the first [--] minutes of this interview is def worth a listen. My read from this is he wants to use the new Stirling REIT as the growth vehicle and that's what "buys" $AHT. https://t.co/XtUTh1KcZR $AHT $BHR - while shareholders certainly aren't fans of"
[X Link](https://x.com/CapitalFang/status/1842668295071076365) 2024-10-05T20:48Z [----] followers, [----] engagements
"$AHT - The Remington termination fee is a de facto poison pill to an outside buyer. But it also likely keeps it out of bankruptcy courts where contract could get broken. So a Monty entity is the buyer. I'd love to sell and move on but not at 72c vs. the actual 10-15x NAV. $AHT - he wants to be a BUYER of hotels right now. Stirling is private and AHT contributed a few hotels near end of [----]. While balance sheet is much improved $AHT not in position to buy assets. Stirling could be and it's a private entity. Mechanics of this w/ $AHT TBD. $AHT - he wants to be a BUYER of hotels right now."
[X Link](https://x.com/CapitalFang/status/1842679927856038375) 2024-10-05T21:35Z [----] followers, [----] engagements
"@nbaumann22 $AHT owns 99.4% of Stirling as of 12/31/23"
[X Link](https://x.com/CapitalFang/status/1842699436545429556) 2024-10-05T22:52Z [----] followers, [---] engagements
"$AHT - prelim results out. RevPAR down a bit y/o/y as slightly lower occupancy more than offsets a small increase in ADR. Monty telegraphed this is that interview where he alluded to a piece of biz travel being gone. No commentary on Oaktree loan or asset sales"
[X Link](https://x.com/CapitalFang/status/1843394787728130167) 2024-10-07T20:55Z [----] followers, [----] engagements
"$AHT - Turd keeps turding. Monty is King Arthur and shareholders are The Black Knight. @MVSpelman They are converting preferred as well at a shitty ratio. It's a turd - for all the reasons mentioned by many. But I'm holding and hoping for a hail mary based on the NAV of $500M-$1B. But who knows. @MVSpelman They are converting preferred as well at a shitty ratio. It's a turd - for all the reasons mentioned by many. But I'm holding and hoping for a hail mary based on the NAV of $500M-$1B. But who knows"
[X Link](https://x.com/CapitalFang/status/1844137193398562947) 2024-10-09T22:05Z [----] followers, [----] engagements
"@BitMoreLeverage $AINC s/h eventually got a 125% premium. Today's final jeopardy question is what will the $AHT share price/share count be when that "deal" comes"
[X Link](https://x.com/CapitalFang/status/1844147164060188945) 2024-10-09T22:45Z [----] followers, [---] engagements
"$RRGB 13D filed just now. Investors buying shares today to top off position at 8.7%. With better link: https://ir.redrobin.com/sec-filings/all-sec-filings https://ir.redrobin.com/sec-filings/all-sec-filings"
[X Link](https://x.com/CapitalFang/status/1844169891915628707) 2024-10-10T00:15Z [----] followers, [---] engagements
"While we're on the subject of avoiding death $WBA seems to be in the same boat. Far more complicated business than selling burgers but new CEO was in full command on the earnings call. Very intriguing setup after a precipitous decline. @kingdomcapadv $RRGB - The reports of its death are greatly exaggerated (at least for now.). Guidance cut post Q2 projected July weakness for rest of year. At conf today they said August/Sept to date shows improved trend to July. Investor sentiment in toilet - could easily bounce. @kingdomcapadv $RRGB - The reports of its death are greatly exaggerated (at least"
[X Link](https://x.com/CapitalFang/status/1846190469388112271) 2024-10-15T14:04Z [----] followers, [----] engagements
"$WBA parallel probably more with $VFC. Get a legit CEO and refocus on what matters. Monetize non-core assets and de-lever the balance sheet. While we're on the subject of avoiding death $WBA seems to be in the same boat. Far more complicated business than selling burgers but new CEO was in full command on the earnings call. Very intriguing setup after a precipitous decline. While we're on the subject of avoiding death $WBA seems to be in the same boat. Far more complicated business than selling burgers but new CEO was in full command on the earnings call. Very intriguing setup after a"
[X Link](https://x.com/CapitalFang/status/1846196388582830420) 2024-10-15T14:28Z [----] followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
### Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._
+ **start**: _The start time (unix timestamp) to go back to._
+ **end**: _The end time (unix timestamp) to stop at._
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```
Example response:
```json
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
```
Schema:
+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CapitalFang EagleFangCapital
EagleFangCapital posts on X about $aht, debt, $plce, $hbi the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -35%
- [--] Month [------] -59%
- [--] Months [-------] +41%
- [--] Year [---------] +168%
Mentions: [--] #
- [--] Month [---] -43%
- [--] Months [---] +84%
- [--] Year [---] +165%
Followers: [-----] #
- [--] Week [-----] +0.12%
- [--] Month [-----] +0.69%
- [--] Months [-----] +15%
- [--] Year [-----] +37%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks cryptocurrencies fashion brands countries technology brands luxury brands social networks celebrities travel destinations
Social topic influence $aht #2, debt, $plce, $hbi #2, $cps #7, $snbr #1, in the, aht, $vfc #45, $prpl #3
Top accounts mentioned or mentioned by @kingdomcapadv @smallcapking2 @sfarringtonbkc @bullsbayretail @roojoo3 @basilialukos @taobanker @financeschmidt @joshlacey33 @clarksquarecap @valuemaverick @bitmoreleverage @lifelags @valuemaverick1 @fiercebeast @valleyfallsri @benfranksaltego @bullshark2012 @stockthoughts81 @convexititties
Top assets mentioned AhaToken (AHT) Hanesbrands Inc. (HBI) Cooper-Standard Automotive Inc. (CPS) VF Corp (VFC) GEN Restaurant Group, Inc. (GENK) Newell Brands Inc (NWL) Capri Holdings Limited (CPRI) Advance Auto Parts, Inc. (AAP) Carter's Inc. (CRI) Abercrombie & Fitch Co. (ANF) Whirlpool Corporation (WHR) Braemar Hotels & Resorts Inc. Common Stock (BHR) Kohl's Corporation (KSS) Nike Inc (NKE) Portillo’s Inc. (PTLO) Dillards Inc. (DDS) RH (RH) O'Reilly Automotive Inc (ORLY) Walgreens Boots Alliance Inc (WBA) Deckers Outdoor, Corp. (DECK) Superp (SUP) CAVA Group, Inc. (CAVA) Somnigroup International Inc. (SGI) Autozone Inc (AZO) Dine Brands Global, Inc. (DIN) Gildan Activewear Inc. (GIL) Amazon.com, Inc. (AMZN) Cleveland-Cliffs, Inc. (CLF) Dollar Tree Inc (DLTR) Mister Car Wash, Inc. (MCW) Home Depot, Inc. (HD)
Top Social Posts
Top posts by engagements in the last [--] hours
"If [----] trash becomes [----] treasure $AHT is the [----] Great Pacific Garbage Patch - dilution hated management team covid/omicron etc. Can sentiment be any worse than it is right now Time to roll the dice that hard assets and a recovery win out in 2022"
X Link 2021-12-30T15:02Z [----] followers, [--] engagements
"Will probably regret this but sticking my neck out anyway. $AHT has fallen from $11.38 to $6.85 in just over a week. They own [---] hotels. Higher inflation/interest rates should dampen new supply growth help maintain ADR. Biz travel/food & beverage can't be any worse"
X Link 2022-01-28T13:28Z [----] followers, [--] engagements
"$AHT did $145M of hotel level EBITDA in Q2 of [----]. Hotel count was higher. Knock 15% off for a $123.5M comparable baseline. How does Q2 [----] compares to [----] hotel EBITDA (april revPAR was only down 7% from 2019) Down 10% would be $111M of hotel EBITDA (1/)"
X Link 2022-05-08T01:21Z [----] followers, [--] engagements
"$AHT prelim Q2 results are out. Q2 RevPAR down 6% from [----] and June down 5%. Nashville LA and Austin above [----] levels. Upside in this name is massive if these trends continue to improve"
X Link 2022-07-07T22:22Z [----] followers, [--] engagements
"No position in $RL but Cowen note says sales and margin estimates for [----] are too low. Wonder where we've heard that before Now imagine [----] sales and margin estimates too low on $PLCE.with them buying back 13-15% of the company in 2022"
X Link 2022-12-12T13:19Z [----] followers, [--] engagements
"$CTRN doesn't have the cotton tailwinds of $PLCE $CRI $HBI but their inventories are at historic lows and balance sheet is great. Can take advantage of opportunistic inventory buys. Can buy back 30% of the company at these prices and still have $50-60M of cash left"
X Link 2023-03-21T11:34Z [----] followers, [---] engagements
"$AHT Q1 prelim results out. Only 40% of hotels remain in cash traps after Q1 vs. 79% at year end. RevPAR up 30% y/o/y to $125 which seems in line with [----] levels. Paid down $45M to extend a $907M [--] hotel loan pool with BAML - by far their biggest extension test of 2023"
X Link 2023-04-11T21:33Z [----] followers, [----] engagements
"$AHT - YTD they've finalized extensions on at least $1.3B of debt related to [--] hotels and paid down $95M of principal to make it $1.2B going forward. Have June extensions on another $1.2B of debt for [--] hotels. Get through that and paying off Oaktree s/b on the table"
X Link 2023-04-11T22:28Z [----] followers, [---] engagements
"$HBI - slight beats on Revs and EPS and maintained full year guide. More importantly FCF guide is $430M on 350M shares. So over $1.20 per share on a $4.90 stock. This year's FCF boosted by inventory decline - next year will see margin improvements that begin 2H '23"
X Link 2023-05-03T12:01Z [----] followers, [----] engagements
"$PLCE - the lower cotton/freight thesis is playing out per $HBI comments on conf call today. @SmallCapKing2 Yes - the product that $HBI is producing NOW is at [----] margin levels because lower cotton and freight is happening NOW and will flow through the P&L later this year. On Friday $CRI said the same and also said they will manage inventories tightly to reduce markdown risk. @SmallCapKing2 Yes - the product that $HBI is producing NOW is at [----] margin levels because lower cotton and freight is happening NOW and will flow through the P&L later this year. On Friday $CRI said the same and also"
X Link 2023-05-03T14:54Z [----] followers, [----] engagements
"$CTRN - $ROST had 1% SSS in Q1. Their dd's concept (decent proxy for $CTRN) trailed Ross concept so was obviously negative. I'm keeping my -15%ish SSS estimate for Q1. Even with bounce back to $18 a pretty dire scenario is priced into the stock with it reflecting a $45M EV"
X Link 2023-05-19T01:00Z [----] followers, [--] engagements
"$FL smoked with a miss and big guide down. Cited same macro/tax refund issues as everyone else this week but stock had high expectations into print because of new CEO. $HIBB likely down in sympathy - but at 5x '23 guide seems a guide down more than priced into stock"
X Link 2023-05-19T11:55Z [----] followers, [--] engagements
"$FL had high expectations but really no self-help/major commodity relief like $PLCE does or cash at 70-80% of market cap like $CTRN. The macro issues are the same but setups very different. Again not expecting miracles from the print - just think bad news mostly priced in"
X Link 2023-05-19T12:04Z [----] followers, [--] engagements
"@spartycapital Think they're a little more tied to a spring sports season than $FL - about 10% equipment which I assumes doesn't include cleats. Obviously wed to $NKE. So if they cut #s are we going to $7-8 or $4.50-$5.50 Feels like a lot is priced in but we'll see on Friday"
X Link 2023-05-23T16:00Z [----] followers, [----] engagements
"$VFC guide looks more than good enough for a $19 stock into the print that's still paying $1.20 annual dividend after the cut. $NWL and $VFC are both hated stocks with recent dividend cuts that should bounce off historically low levels"
X Link 2023-05-23T20:14Z [----] followers, [--] engagements
"@PlantainYumm It's not new for them. Including organized shrink where boxes just disappear from the back room of a store. It's new for $TGT apparently"
X Link 2023-05-27T17:29Z [----] followers, [--] engagements
"@kingdomcapadv Always a distant #3 in the space and trying to compete with $ORLY in commercial isn't going to end well for $AAP"
X Link 2023-05-31T12:58Z [----] followers, [---] engagements
"@kingdomcapadv @saltadogato @sharkbiotech Also how many retailers would tell you that e-commerce is their highest margin channel especially when offering free shipping on all orders You order one $4.99 graphic tee it's shipped for free. Even $AMZN makes you pay for Prime to get that option"
X Link 2023-06-01T00:37Z [----] followers, [---] engagements
"$PLCE - getting comments about current liabilities current assets as somehow being disastrous. Invite skeptics to look at the balance sheet of $ORLY and $AZO.and look at their stock charts over [--] years. $PLCE not in their class but understanding the business models is key"
X Link 2023-06-05T23:07Z [----] followers, [----] engagements
"@SmallCapKing2 $NWL is similar in some respects but also in the early phases of yet another operational turnaround. $ACCO pays you a nice yield to wait it out"
X Link 2023-06-15T19:04Z [----] followers, [--] engagements
"$AHT solid Q2. Talked much about Nashville hotel here but how about Boston Hilton - $14.9M of TTM EBITDA w/ $98M debt. If worth $120-150M that's $22M-$52M net or $0.60-$1.42 per share. So just Nashville/Boston combined at $150-$200M or $4.16-$5.46 per share. Stock is $3.94"
X Link 2023-08-02T10:19Z [----] followers, [----] engagements
"$HBI draws an activist shareholder. Activist + lower cotton/freight costs works for me. https://www.wsj.com/articles/hanesbrands-draws-activist-investor-seeking-to-shake-up-underwear-maker-1aa808b4 https://www.wsj.com/articles/hanesbrands-draws-activist-investor-seeking-to-shake-up-underwear-maker-1aa808b4"
X Link 2023-08-08T11:18Z [----] followers, [---] engagements
"$HBI - bit of a guidedown but paying down debt ahead of schedule $450M of FCF this year on 350m shares lower cotton/freight kicks into full gear in Q4 and now an activist in there. '24 will see better operating performance and much lower debt"
X Link 2023-08-10T11:23Z [----] followers, [----] engagements
"Now $TPR seems way too cheap sub $35. Amazing"
X Link 2023-08-10T19:31Z [----] followers, [----] engagements
"$HT acquired for $10/share on common equity. Hotels valued at $370K/key. $AHT at $175K/key is $3.91B EV less $3.3B of net debt and $205M of preferred stock = $405M/36.6m shares for $11.06. At $200K/key it's $26.18. Doesn't adjust for recent defaults which are positive for $AHT"
X Link 2023-08-28T12:06Z [----] followers, [----] engagements
"@TardyGuyhere28u $AHT or $HT"
X Link 2023-08-28T13:54Z [----] followers, [---] engagements
"Dollar stores going in different directions. $DLTR (with ex $DG CEO now in charge) showing accelerating traffic at both banners with shrink as the only issue. $DG showing declining/negative traffic along with a host of issues - stock down from 52wk high. Rather play $DLTR here"
X Link 2023-08-31T11:31Z [----] followers, [---] engagements
"@everyonehatesp1 @kingdomcapadv New auto production is nowhere near pre covid levels. Typically the auto parts retailer biz holds up very well during weak economic times. At least if you're $ORLY or $AZO. $AAP is a lost cause at the moment"
X Link 2023-08-31T16:53Z [----] followers, [---] engagements
"$EXPR - Q2 out. Revs inline and adjusted EPS beat. Bonobos sales well ahead of expectations. SGA down y/o/y ex-one time items and cost reductions yet to hit. Express e-comm down 1% but stores down big (need to close more). 2H guide implies flattish EPS and thus positive EBITDA"
X Link 2023-09-06T11:19Z [----] followers, [----] engagements
"@Investor143470 No. DXLG discloses depreciation as it's own line item on the P&L. EXPR would have store and DC depreciation in COGS and office depreciation in SGA so mostly in COGS. DC costs could be 5-7% of sales"
X Link 2023-09-06T22:01Z [----] followers, [--] engagements
"@bullsbayretail Retail - unless you're $LULU $TJX or $ROST you don't get credit for performance. $ANF has actually held up well since the print though"
X Link 2023-09-07T18:39Z [----] followers, [--] engagements
"@VCDaBear Don't know. Mill Road isn't selling. They just reiterated guidance on 8/31 along with the great new on the German plant restructuring/closure"
X Link 2023-09-13T15:14Z [--] followers, [--] engagements
"$HBI exploring strategic options for Champion. Great news that will further enable debt paydown and allow them to refocus exclusively on core business as margins inflect back toward historical levels starting in Q3/Q4 of this year"
X Link 2023-09-19T13:01Z [----] followers, [----] engagements
"@banana_capital_ @ideahive Did you look at the cash flow statement and see cash taxes paid"
X Link 2023-09-20T14:19Z [----] followers, [--] engagements
"@AnansiStocks Yes. They are probably better off doing what the $FARM activists did. Say F the board representation and standstill and go buy more stock at a discount"
X Link 2023-09-22T15:57Z [----] followers, [---] engagements
"@RaphiSavitz @SmallCapKing2 Ask your Bain Capital people what $PLCE did to their Gymboree biz. Answer should be: They crushed it and then bought the brands out of bankruptcy for a pittance"
X Link 2023-09-23T14:01Z [----] followers, [---] engagements
"@SmallCapKing2 That's $CPRI and now $CHS taken out at huge premiums. One by a strategic and one by PE (actually strategic given their apparel holdings). Certainly seems like the SMART money is paying attention to current valuations"
X Link 2023-09-28T13:21Z [----] followers, [----] engagements
"@AnansiStocks Yes - risk/reward for shorting these names doesn't look great if you can wake up to 50-75% take out premiums"
X Link 2023-09-28T13:36Z [----] followers, [---] engagements
"Suppose we can add $NKE to the list. Up almost 8% in after hours on better than expected earnings"
X Link 2023-09-29T00:34Z [----] followers, [----] engagements
"$PLCE - $60-65M of net income plus $22-24M of depreciation and significant working capital release in 2H '23. Balance sheet will improve dramatically.in a hurry"
X Link 2023-10-04T12:44Z [----] followers, [----] engagements
"$DG brings back Vasos as CEO and updates guidance for FY [--]. Took down the high end of guidance but left low end intact. Given collapses in stocks since Q2 prints this may be good enough to stem the bleeding in $DG and $DLTR as well"
X Link 2023-10-12T20:35Z [----] followers, [----] engagements
"And finally we get an $DLTR upgrade to buy from Goldman this morning"
X Link 2023-10-17T09:36Z [----] followers, [---] engagements
"And now an activist reported to have a sizeable stake in $VFC. Further evidence of the thesis outlined here on 9/28"
X Link 2023-10-17T14:04Z [----] followers, [----] engagements
"$NWL - a ton of moving pieces here as they finally try to get this mess operating like a unified business. But increased cash flow guide said operating margins up greater than [--] bps next year on lower sales and comfortable with dividend level. Self-harm turning to self-help"
X Link 2023-10-27T14:51Z [----] followers, [---] engagements
"@kingdomcapadv $VFC is fine. Read the transcript"
X Link 2023-10-30T22:28Z [----] followers, [----] engagements
"@kingdomcapadv $VFC CEO tonight: "I withdrew guidance in my early days [--] years ago Logitech had quickly reinstated at the appropriate time. There's no reason why we can't do the same here. To conclude this is a turnaround. I've been here before so I know what it takes.""
X Link 2023-10-31T01:53Z [----] followers, [----] engagements
"@okieinvestor Why limit that chart to just [--] months You can go back [--] years or more and see how $AAP has never worked on a sustained basis. Look where $ORLY's stock price was after they acquired CSK back in 2008"
X Link 2023-10-31T10:03Z [----] followers, [---] engagements
"@okieinvestor "So why are we removing guidance As a new CEO I want to hit our numbers. At the end of the day the first numbers I'm going to give you we will hit." - $VFC"
X Link 2023-10-31T10:17Z [----] followers, [---] engagements
"@okieinvestor Fair enough. $AAP has just been a distant #3 for years. Many have tried. All have failed. 11-12 years ago at a conference I asked the $ORLY CFO what keeps him up at night. His response was "not much". Got a similar response from $AZO mgmt"
X Link 2023-10-31T16:41Z [----] followers, [---] engagements
"$SUP - headline doesn't look great as the [--] analyst didn't account for lower aluminum pass through but real result is a slight cut to high end of EBITDA range and lower FCF due to one-time working capital bump to serve customers affected by the German plant closure"
X Link 2023-11-01T11:32Z [----] followers, [----] engagements
"@michalispolakis Don't know. They are also replacing their worst tenants with better tenants. Just never gets a good FFO multiple due to high leverage"
X Link 2023-11-01T18:36Z [----] followers, [--] engagements
"@SmallCapKing2 looking out [--] months - they'll be able to lock in [----] back to school season (late Q2/early Q3) at lower costs than this year"
X Link 2023-11-06T19:48Z [----] followers, [---] engagements
"$VFC - Director bought 20k shares at $15.31 on Friday. Based on CEO comments I wouldn't be shocked to see Company reissue guidance as soon as there's more visibility into the holiday season"
X Link 2023-11-06T22:52Z [----] followers, [---] engagements
"@AnansiStocks They did mention sub debt and/or equity capital in the press release in additional to tapping the $50M line of credit. Maybe people are taking the tax loss now and will revisit in [--] days"
X Link 2023-11-09T23:42Z [----] followers, [---] engagements
"$HBI - Yes Champion still sucks (and up for sale) but gaining share in innerwear paying down debt with margin improvement coming in Q4 and beyond driving significant EBITDA growth and much lower leverage ratio. High on my list of companies that will grow earnings in '24"
X Link 2023-11-10T14:23Z [----] followers, [---] engagements
"@kingdomcapadv @tortoiseinv UBS "upside case" - $PLCE does 5.9% OM in [----] and 6.6% OM in [----] as compared to 6.0% OM in [----] which was crap year hurt by Gymboree/Crazy [--] liquidation. And they will have 35-40% fewer stores in [----] and beyond vs. [----]. Maybe they are right on Q3 and very wrong after that"
X Link 2023-11-11T17:23Z [----] followers, [---] engagements
"@kingdomcapadv @tortoiseinv I'm sure their pencils are much sharper on names like $NKE and $TJX vs. a name like $PLCE"
X Link 2023-11-11T17:26Z [----] followers, [---] engagements
"$VFC - director buy on Friday of 20k shares at $14.58. Same director bought 20k at $15.31 on 11/3. Stock closed below both buys today"
X Link 2023-11-13T22:31Z [----] followers, [---] engagements
"@Castra_Astra @SmallCapKing2 I don't think the company (or anyone) could predict all time record temperatures in October back in August. They're [--] weeks into a [--] week quarter. My guess is they were ahead of plan as of the date of the earnings call"
X Link 2023-11-14T22:35Z [----] followers, [--] engagements
"$PLCE - thought sales would be $460M ish. They came in at $480M and they are projecting sales GROWTH in Q4. SGA was in line with my $103M estimate. I can live with a miss due to higher than expected distribution/fulfillment due to higher order volumes - they can fix that"
X Link 2023-11-16T12:52Z [----] followers, [----] engagements
"I've posted about a lot of blowups lately - $VFC $SNBR $PRPL. And bought dips in others I didn't mention (until now): $BOWL $CROX $SKIN. $PLCE is the 7th name on the list and unlike the others they actually BEAT on revenues and raised top line guidance. Think about it"
X Link 2023-11-16T17:54Z [----] followers, [----] engagements
"$HBI reaches cooperation agreement with Barrington Capital that includes [--] new board members. Seems there's a path to creating shareholder value here"
X Link 2023-11-16T23:28Z [----] followers, [---] engagements
"$GPS - benefitting from being a total disaster last year - a lot of money can be made on total disaster to "OK". Wish I paid closer attention here but basically this is the play on $VFC in a nutshell"
X Link 2023-11-17T12:32Z [----] followers, [---] engagements
"With UAW strike clearly behind us playing basket of auto related stocks: $CLF $CPS $MPAA and $SUP. $MPAA is aftermarket related and inflecting as improved pricing rolls through the P&L. $CPS growing sales/margins. $SUP is the one that has YET to rerate higher despite activist"
X Link 2023-11-17T20:17Z [----] followers, [----] engagements
"@6d617474 @kingdomcapadv Closing [--] stores in Q4 for what they think is a rightsized number of [---] which will most be on short-term leases. They had 900+ in [----] and over [----] at peak. If $WMT wholesale works maybe they can close more due to customer overlap"
X Link 2023-11-18T22:37Z [----] followers, [---] engagements
"@ValleyFallsRI @dharmavenger The dd's part of $ROST is most similar to $CTRN and they said sales trends improved. So who knows - the activist can't sell and if they decide it's time to use the $50m buyback then watch out"
X Link 2023-11-23T23:43Z [----] followers, [---] engagements
"$DLTR - SSS 5.4% and transactions 7% strong at core banner. Fam Dollar lags but still positive - undergoing portfolio review. [--] cent hit to EPS from a voluntary recall. Q4 EPS guide looks ahead of street and full year adj for 12c legal charge looks $5.93-$6.05 vs. $5.96 cons"
X Link 2023-11-29T11:46Z [----] followers, [---] engagements
"@kingdomcapadv Well they'd better reduce inventory over the holiday season. And collect that elusive tax refund"
X Link 2023-11-30T12:32Z [----] followers, [---] engagements
"$EXPR -speculative af. $32M market cap. Crappy Q4 guide baked in. $200M in cost savings by y/e '25 (if get there). Next year could see positive EBITDA (tbd) $43M tax refund (finally) and new CEO said meaningful inventory reduction. Risk is it's a zero reward could be massive"
X Link 2023-12-01T13:43Z [----] followers, [---] engagements
"$GCO - missed by [--] cents and took down guide by [--] cents. Stock ran up a ton this week (likely on $FL results). Keep in mind that they bought back a ton of stock in Q2 and now less than 11m shares o/s so EPS swings can be wild"
X Link 2023-12-01T13:57Z [----] followers, [---] engagements
"$AHT - point is these [--] hotels sold for $138K and are far from the Company's best assets. So if you start looking at 20K rooms at $200K+ per key you're over $4B in value and 3.4B of net debt/preferred. So $600M on 36.5m shares or $16.43. Stock is $2.31"
X Link 2023-12-06T22:29Z [----] followers, [----] engagements
"@SummerofGus1 If a Residence Inn in Manchester CT gets $138K/key what does a Nashville Renaissance or a Boston Back Bay Hilton get $200K/key for the rest is conservative. Will the market ever care Can't answer that"
X Link 2023-12-06T22:59Z [----] followers, [--] engagements
"$AHT - Stirling is a new REIT created by Ashford Inc on 11/14/23. So I'll leave previous tweets up on the math while we all wonder what mgmt's angle is here. A new REIT for the limited service assets or more suspect motives [--] Resi Inns moved had solid EBITDA/debt yields"
X Link 2023-12-07T03:38Z [----] followers, [----] engagements
"And now WSJ reports an $M buyout offer at $21 which is probably too low"
X Link 2023-12-10T22:10Z [----] followers, [----] engagements
"@bullsbayretail $PLCE is underearning due to commodity costs (will change in 24) temporary operational issues (DC related and the drag from underperforming stores (will close). Ton of self-help there. $CTRN really needs a sales rebound from here due to minimal operational levers to pull"
X Link 2023-12-11T12:52Z [----] followers, [---] engagements
"@SmallCapKing2 point is that online sales data stronger than expected is only one pillar. It's the cost of fulfilling those orders and whether Q3 was transitory or a permanent shift higher. I think it's the former but we won't really know until BTS '24"
X Link 2023-12-15T18:23Z [----] followers, [---] engagements
"@SmallCapKing2 @JackH_4 And higher even with no minimums for shipping. Old Navy requires $50 minimum as a comparison despite much larger scale"
X Link 2023-12-15T20:07Z [----] followers, [---] engagements
"$CTRN announces holiday season SSS of -0.3% which is a significant improvement over the down 6.2% in Q3. Reaffirmed all aspects of guidance. At $28 the biz has already priced in a significant SSS recovery in '24 - for me it's too early to make that call so I'm out for now"
X Link 2024-01-08T13:01Z [--] followers, [---] engagements
"@BTaylorInvestor Don't know. I understand the bull case but I don't know what fixes the top line issues and makes women shop there vs. elsewhere"
X Link 2024-01-08T14:20Z [----] followers, [--] engagements
"$SNBR - assume stock is down because of updated Blackrock filing showing reduced stake. Don't people remember that company was kicked out of S&P small cap [---] as of 12/4 which would have required FORCED selling by ETF/benchmark fund Ecstatic to get another shot sub $12.50"
X Link 2024-01-09T17:28Z [----] followers, [----] engagements
"@AnswerReality Well didn't expect $TAST to explode at this time last year either. Just seemed like the worst of the inflationary pressures were close to behind them"
X Link 2024-01-10T03:08Z [--] followers, [--] engagements
"@bullsbayretail @kingdomcapadv @thevalueguy24 @SmallCapKing2 I've been buying $VFC"
X Link 2024-01-17T02:25Z [----] followers, [---] engagements
"@kingdomcapadv @BenFranksAltEgo @Bullshark_2012 @hasilp89 @rhunterh @RahimSIsmail Honestly I think $AHT wants to add assets at some point to get more money to $AINC. Isn't happening anytime soon at these leverage levels and these interest rates. The good news is they're through the extension tests and rates peaked. $BHR has common divvy and buybacks btw"
X Link 2024-01-18T19:04Z [----] followers, [---] engagements
"$HBI - Champion bids due Feb [--] https://wwd.com/business-news/financial/champion-sale-process-bids-february-hanesbrands-goldman-1236136907/ https://wwd.com/business-news/financial/champion-sale-process-bids-february-hanesbrands-goldman-1236136907/"
X Link 2024-01-18T21:13Z [----] followers, [----] engagements
"$VFC - new filing on cybersecurity incident states financial impact not expected to be material. Been buying this dip down to $15"
X Link 2024-01-19T10:32Z [----] followers, [---] engagements
"$HBI - Will end '23 with roughly $3B in net debt and $1.5B of it at 9% because they waited until early '23 to refi. If Champion sells for $1.5B or higher will see significant interest savings plus cost reduction and focus on core/higher OM innerwear biz that gained share in Q3. $HBI - Champion bids due Feb [--] https://t.co/vfiTEjm3vo $HBI - Champion bids due Feb [--] https://t.co/vfiTEjm3vo"
X Link 2024-01-19T11:18Z [----] followers, [----] engagements
"$HBI - stock is worth more than $4 even without Champion sale as lower cotton/freight (even with recent spike) drive significant GM recovery from Q4 '23 forward. But Champion deal at right price will be transformational. $HBI - Will end '23 with roughly $3B in net debt and $1.5B of it at 9% because they waited until early '23 to refi. If Champion sells for $1.5B or higher will see significant interest savings plus cost reduction and focus on core/higher OM innerwear biz that gained share in Q3. $HBI - Will end '23 with roughly $3B in net debt and $1.5B of it at 9% because they waited until"
X Link 2024-01-19T12:25Z [----] followers, [----] engagements
"$PRPL - expected zig. Got zag. Went through numbers and transcripts again. They gained share in Q3. '24 looks like revenue growth [---] bps+ of GM improvement and possibly lower SGA. Small net cash position. Industry back to [----] levels so easy top line compares. Adding here. Just listened to $PRPL at ICR. While they didn't give specific beyond their last update CEO said Nov/Dec were their best months in long time. Expect major GM improvement in '24 with GM near 40% by year end. Looking for this year's $TAST at ICR ($1.50-8). Def could be this. Just listened to $PRPL at ICR. While they didn't"
X Link 2024-01-19T18:51Z [----] followers, [---] engagements
"@Crowhurst68 @ragnarisapirate @VegasSki I'm right with you"
X Link 2024-01-22T16:19Z [----] followers, [--] engagements
"$PRPL press release. Refi and reaffirms Q4 guidance. Largest shareholder involved in the deal. $PRPL - expected zig. Got zag. Went through numbers and transcripts again. They gained share in Q3. '24 looks like revenue growth [---] bps+ of GM improvement and possibly lower SGA. Small net cash position. Industry back to [----] levels so easy top line compares. Adding here. $PRPL - expected zig. Got zag. Went through numbers and transcripts again. They gained share in Q3. '24 looks like revenue growth [---] bps+ of GM improvement and possibly lower SGA. Small net cash position. Industry back to 2009"
X Link 2024-01-23T22:12Z [----] followers, [----] engagements
"$LVMH strong. $AXP strong. $ETD written orders turning positive. If $RH business starts to inflect on that MUCH LOWER share count look out above. Willing to be early"
X Link 2024-01-26T14:08Z [----] followers, [---] engagements
"$WHR - FCF guide for '24 of $550-650M includes $200-300M of cash usage in Europe division prior to expected sale in April. So run rate FCF on remaining core biz is $750M-$950M on 55m shares ($13.63-$17.27/sh). Appliance usage rates 2x pre-COVID - replacement cycle s/b accelerated"
X Link 2024-01-30T12:57Z [----] followers, [----] engagements
"$WHR - said $400M of divdends in '24. On 55M shares that's $7.30 per share or a 6.6% yield on a $110 stock price. Paid quite well to wait and if the housing cycle accelerates later this year as rates fall could see sizable capital appreciation as well. $WHR - FCF guide for '24 of $550-650M includes $200-300M of cash usage in Europe division prior to expected sale in April. So run rate FCF on remaining core biz is $750M-$950M on 55m shares ($13.63-$17.27/sh). Appliance usage rates 2x pre-COVID - replacement cycle s/b accelerated $WHR - FCF guide for '24 of $550-650M includes $200-300M of cash"
X Link 2024-01-30T16:53Z [----] followers, [----] engagements
"$CONN raises $250M from new ABS securitization of receivables. There's still strong demand for this paper in the marketplace"
X Link 2024-01-31T17:37Z [----] followers, [---] engagements
"$VFC print tonight. Curious to see what's in store now that Bracken Darrell has spent a few months under the hood and may have some ideas on resurrecting Vans. Will they reinstitute guidance or is it still too early"
X Link 2024-02-06T15:03Z [----] followers, [----] engagements
"$VFC - definitely a messy print. Ton of moving pieces. Main takeaway is that FCF set to improve - but not sure if that includes proceeds from sale of non-core assets or not. Willing to take shot on premise bottom is basically in. $VFC print tonight. Curious to see what's in store now that Bracken Darrell has spent a few months under the hood and may have some ideas on resurrecting Vans. Will they reinstitute guidance or is it still too early $VFC print tonight. Curious to see what's in store now that Bracken Darrell has spent a few months under the hood and may have some ideas on resurrecting"
X Link 2024-02-07T12:32Z [----] followers, [----] engagements
"$PLCE - And now we have an encore: https://investor.childrensplace.com/static-files/b6ee28f3-bd18-486e-9169-e5673079bf4d $PLCE. Well here's a big buyer to say the least. https://t.co/7jt9CY7p9s https://investor.childrensplace.com/static-files/b6ee28f3-bd18-486e-9169-e5673079bf4d $PLCE. Well here's a big buyer to say the least. https://t.co/7jt9CY7p9s"
X Link 2024-02-15T02:00Z [----] followers, [----] engagements
"@hasilp89 apparently. I've got a hotel REIT I'd like them to buy"
X Link 2024-02-15T02:24Z [----] followers, [---] engagements
"$HBI - Guided to 42-48 cents in '24 as margin recovery flows through despite caution on consumer. Operating margin recovers to 8% range. More debt paydown expected. Stock worth more than $4.70 right now - what happens if get a good price for Champion"
X Link 2024-02-15T12:12Z [----] followers, [---] engagements
"$HBI - core innerwear sales down 1% in Q4 vs. market down 5%. Segment operating margin of 21.1% up [----] bps y/o/y (not a $LYFT typo). If/when they sell Champion the "RemainCo" is a very profitable business"
X Link 2024-02-15T12:55Z [----] followers, [----] engagements
"$AHT - reports prelim Q4 results. Adjusted FFO for year is [--] cents/share at midpoint. Stock is $1.67. Trading at 2.3x at peak of rate cycle and plans to sell assets/pay of Oaktree. Amazing"
X Link 2024-02-15T13:14Z [----] followers, [----] engagements
"@JoeDoeKnowsGuy It's all non-recourse/hotel level except the Oaktree loan which they are in the process of paying off"
X Link 2024-02-16T17:18Z [----] followers, [--] engagements
"$SNBR - beat lowered expectations. Guided to $125-145M of EBITDA on down sales and $60-80M of +FCF on 22.5m shares. Bottom should be in. $SNBR - burned $17M of cash through [--] months in crap year with elevated CAPEX. Now assume 100-200bps of GM improvement $50 of cost cuts and CAPEX of $20-30M instead of $60M. Interest expense will be higher and sales uncertainty remains but looks to be easily FCF+ in [----]. $SNBR - burned $17M of cash through [--] months in crap year with elevated CAPEX. Now assume 100-200bps of GM improvement $50 of cost cuts and CAPEX of $20-30M instead of $60M. Interest"
X Link 2024-02-22T21:07Z [----] followers, [----] engagements
"@kingdomcapadv That will work. Cut the debt in half sell other non-core assets cut expenses more FCF potential for refi down the road. Stock should rerate"
X Link 2024-02-22T22:02Z [----] followers, [---] engagements
"$CRI posts solid results (did miss on revenues) issues nice guide and raises dividend. Shows that $PLCE issues are company specific"
X Link 2024-02-27T11:56Z [----] followers, [----] engagements
"@hummuslover75 $AAN (don't own) had a weak print but if you dig into the details the core biz is fine if at a cycle bottom. I can't make that same call on $RRGB - we'll see if traffic is positive against the easier compares starting in Q2"
X Link 2024-02-28T22:57Z [----] followers, [---] engagements
"$WHR getting the boot from the S&P on 3/18. Sentiment here was already low despite the solid dividend yield. Worth a look if it takes another leg down. Another name that's bouncing along at the bottom of a cycle"
X Link 2024-03-01T23:50Z [----] followers, [----] engagements
"@rev_cap They just paid out Q1. Agree the dividend payout is above their target ratio right now so we'll see if there's an industry bounce later this year"
X Link 2024-03-02T00:24Z [----] followers, [---] engagements
"@ragnarisapirate Seeing increased distribution in my neck of the woods but the issue with them is if $COST gives them the boot it's game over. I've found the food OK (tried [--] diff items) but it's pricey relative to the rest of the frozen food aisle. Needs a strategic buyer imo"
X Link 2024-03-10T15:14Z [----] followers, [---] engagements
"@ragnarisapirate convertible preferred with PIK. Point is that the $NCMI debt holders ended up with equity post restructuring and the high EBITDA/low capex biz model is already providing opportunity for buyback"
X Link 2024-03-20T10:21Z [----] followers, [---] engagements
"$GM retail sales up 6% in the US in Q1. Down overall due to reduction in fleet. Bodes well for $SUP as GM is their largest customer at over 20% over total revenues"
X Link 2024-04-02T16:25Z [----] followers, [----] engagements
"$F sales up 7% in the US in Q1 with larger vehicles (bigger wheels) up even more. Bodes well for $SUP as $F was #2 customer last year at 15% of sales. VW is 3rd also at 15% and Toyota is 4th at 11% for those wondering. $GM retail sales up 6% in the US in Q1. Down overall due to reduction in fleet. Bodes well for $SUP as GM is their largest customer at over 20% over total revenues. $GM retail sales up 6% in the US in Q1. Down overall due to reduction in fleet. Bodes well for $SUP as GM is their largest customer at over 20% over total revenues"
X Link 2024-04-03T13:45Z [----] followers, [----] engagements
"@FantanaCap Why don't you focus on getting distribution for Sex Panther at $ULTA and Sephora"
X Link 2024-04-10T21:49Z [----] followers, [---] engagements
"@SFarringtonBKC @valuedontlie I have never liked $TCS. But if you follow my feed you'll see I'm involved in $RH $PRPL and $SNBR on that premise. And keeping an eye on $WHR - although furniture/mattresses had a better comp for $CONN than appliances"
X Link 2024-04-11T20:32Z [----] followers, [---] engagements
"$PLCE - Keep in mind this $90M replaces what was a $130M non binding facility from Gordon Bros so $40M less borrowed and at a better interest rate. $PLCE - gets another $90M from Mithaq with PIK terms to replace the Gordon Bros financing. Paying off the $50M term loan and some vendor balances. Very interesting development. $PLCE - gets another $90M from Mithaq with PIK terms to replace the Gordon Bros financing. Paying off the $50M term loan and some vendor balances. Very interesting development"
X Link 2024-04-17T12:28Z [----] followers, [----] engagements
"@SmallCapKing2 Lol. It's only personal between you and $PLCE"
X Link 2024-04-18T19:36Z [----] followers, [---] engagements
"$CLF buys back 6% of shares in Q1 and announces new $1.5B buyback. Assume they are just getting started"
X Link 2024-04-22T20:08Z [----] followers, [----] engagements
"$CLF presentation: Bullish vehicle production forecast: also can't hurt $SUP or $CPS $GM beat and raise. Can't hurt $SUP to see their largest customer crushing it. $GM beat and raise. Can't hurt $SUP to see their largest customer crushing it"
X Link 2024-04-23T12:19Z [----] followers, [----] engagements
"$CLF - given the number of times the CFO has mentioned buybacks in the first [--] minutes of this earnings call it's clear there's much much more to come. $CLF buys back 6% of shares in Q1 and announces new $1.5B buyback. Assume they are just getting started. $CLF buys back 6% of shares in Q1 and announces new $1.5B buyback. Assume they are just getting started"
X Link 2024-04-23T12:40Z [----] followers, [----] engagements
"@dislocationhunt $CLF said 16m in their presentation on Tuesday compared to 15.7m in [----]. Believe $F was at 16-16.5m - even if that's SAAR you'd think production would have to ramp accordingly to meet it"
X Link 2024-04-25T12:05Z [----] followers, [--] engagements
"$NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just off all time lows"
X Link 2024-04-26T11:16Z [----] followers, [----] engagements
"$NWL call takeaways: [--]. Top line stabilization in 2H other than outdoor [--]. Q1 smallest Q of the year so not raising #s yet but sounded like days of downward revisions are clearly over. [--]. I'm more constructive now than I was before the call. Expect sell side will agree. $NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just off all time lows. $NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just"
X Link 2024-04-26T16:17Z [----] followers, [---] engagements
"$CLF - company's buying. everyone else is apparently selling. $1.5B buyback and an RSI sub [--]. $CLF - given the number of times the CFO has mentioned buybacks in the first [--] minutes of this earnings call it's clear there's much much more to come. $CLF - given the number of times the CFO has mentioned buybacks in the first [--] minutes of this earnings call it's clear there's much much more to come"
X Link 2024-04-26T16:56Z [----] followers, [----] engagements
"$AHT sells a small hotel at a 6% cap rate and finally rid of KEYS A and B pool hotels they strategically defaulted on last July. Still have assets for sale and Oaktree should be paid off by September. $AHT - market cap is $47M this one hotel sold for $70M above its mortgage balance. Most hated stock out there. Also the most dislocated to fair value. Should just do what they did with $AINC and see if they can take it private at $5. $AHT - market cap is $47M this one hotel sold for $70M above its mortgage balance. Most hated stock out there. Also the most dislocated to fair value. Should just"
X Link 2024-04-29T10:26Z [----] followers, [----] engagements
"$CLF - insiders finally step up. https://www.clevelandcliffs.com/investors/sec-filings/all-sec-filings/content/0000764065-24-000126/0000764065-24-000126.pdf https://www.clevelandcliffs.com/investors/sec-filings/all-sec-filings/content/0000764065-24-000126/0000764065-24-000126.pdf"
X Link 2024-05-01T14:44Z [----] followers, [----] engagements
"$CLF - and step up some more https://www.clevelandcliffs.com/investors/sec-filings/all-sec-filings/content/0000764065-24-000128/0000764065-24-000128.pdf $CLF - insiders finally step up. https://t.co/ARsGr1nFC3 https://www.clevelandcliffs.com/investors/sec-filings/all-sec-filings/content/0000764065-24-000128/0000764065-24-000128.pdf $CLF - insiders finally step up. https://t.co/ARsGr1nFC3"
X Link 2024-05-02T00:08Z [----] followers, [---] engagements
"$AHT - Blackwells files a contested proxy and releases a "Monty Must Go" presentation on their website. https://blackwellscap.com/wp-content/uploads/2024/05/AHT-Deck-5.2.24-FINAL.pdf https://blackwellscap.com/wp-content/uploads/2024/05/AHT-Deck-5.2.24-FINAL.pdf"
X Link 2024-05-02T13:15Z [----] followers, [----] engagements
"$AHT - and now it finally looks like rate cuts are coming based on today's employment report. Stars finally aligning for this turd. $AHT - this stuff is great but the more important point is that major hotels like Nashville Crystal City Marriott and Savannah Hyatt are worth FAR more than their debt AND multiples of the current market cap. As the sale of Boston Back Bay Hilton showed as well. $AHT - this stuff is great but the more important point is that major hotels like Nashville Crystal City Marriott and Savannah Hyatt are worth FAR more than their debt AND multiples of the current market"
X Link 2024-05-03T12:37Z [----] followers, [----] engagements
"$AHT - More 🍿 https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/b0a35309-bf8e-4f1d-90d6-e772a0968765.html#EA0205260-DFAN14A_BLACKWELLS_HTM_a_002 $AHT - 🍿 https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/b0a35309-bf8e-4f1d-90d6-e772a0968765.html#EA0205260-DFAN14A_BLACKWELLS_HTM_a_002 $AHT - 🍿"
X Link 2024-05-06T12:49Z [----] followers, [----] engagements
"$HBI - actually beat on EPS and maintained FY guide. No Champion update. But innerwear operating margin of 21.9% and gained [--] bps of share in the quarter. Stock should work from here even without Champion sale"
X Link 2024-05-09T12:24Z [----] followers, [----] engagements
"$AHT - Wouldn't really complain if they raised all these extra proceeds post-Oaktree and then pulled the $AINC move and took it private at $5. But you need to be in the stock to benefit imo not waging an activist war with [----] shares. $AHT listed [--] assets for sale on 1/31/24. [--] have sold and [--] of remaining [--] are under some type of agreement. Expected remaining proceeds are $425M - only $234M of debt on [--] largest hotels that make up bulk of this: (Ritz Atlanta One Ocean Princeton Savannah Sea World). $AHT listed [--] assets for sale on 1/31/24. [--] have sold and [--] of remaining [--] are under some"
X Link 2024-05-10T13:29Z [----] followers, [----] engagements
"$AHT - Activist campaign fails to shake up the board for now. Perhaps they should have started earlier. See what happens now. Meanwhile Company will continue to prove asset values far exceed debt and Oaktree will be paid off over next few months. $AHT - Wouldn't really complain if they raised all these extra proceeds post-Oaktree and then pulled the $AINC move and took it private at $5. But you need to be in the stock to benefit imo not waging an activist war with [----] shares. $AHT - Wouldn't really complain if they raised all these extra proceeds post-Oaktree and then pulled the $AINC move"
X Link 2024-05-15T10:27Z [----] followers, [----] engagements
"$PLCE - Mithaq writes shareholder letter. Key takeaways: [--]. Will run biz for long-term. No more quarterly guidance or earnings calls. [--]. Focus on cash flow/debt paydown [--]. Free shipping min order - as said HERE after Q3. [--]. Expand owned DC. [--]. Will be rights offering - date TBD"
X Link 2024-05-24T12:30Z [----] followers, [----] engagements
"$PLCE - some may not like no more earnings calls. But I direct you to another retailer with strong historical FCF that doesn't have quarterly earnings calls that shorts bet against for years - $DDS. $PLCE - Mithaq writes shareholder letter. Key takeaways: [--]. Will run biz for long-term. No more quarterly guidance or earnings calls. [--]. Focus on cash flow/debt paydown [--]. Free shipping min order - as said HERE after Q3. [--]. Expand owned DC. [--]. Will be rights offering - date TBD $PLCE - Mithaq writes shareholder letter. Key takeaways: [--]. Will run biz for long-term. No more quarterly guidance or"
X Link 2024-05-24T13:07Z [----] followers, [----] engagements
"$PLCE - while there may be a myriad of issues here the Q3 print revealed major cost overruns on the shipping/DC side due to small order sizes. I'd think the change to $20 minimum order (still too low imo) protects margins and helps mitigate DC inefficiencies. $PLCE - Mithaq writes shareholder letter. Key takeaways: [--]. Will run biz for long-term. No more quarterly guidance or earnings calls. [--]. Focus on cash flow/debt paydown [--]. Free shipping min order - as said HERE after Q3. [--]. Expand owned DC. [--]. Will be rights offering - date TBD $PLCE - Mithaq writes shareholder letter. Key takeaways: 1."
X Link 2024-05-24T13:19Z [----] followers, [---] engagements
"@kingdomcapadv [----] locations at $3M AUV 26% [--] wall 6% G&A is $600M of "well in the future" EBITDA plus cash on a $10B market cap. Seems much more than priced in but did this type of exercise on CMG way back in the day and they blew through all the assumptions. Gonna sit this one out"
X Link 2024-05-29T16:32Z [----] followers, [---] engagements
"Kingsbury leaves $BURL for $KSS. Both companies report today and moving significantly in opposite directions. The grass is not greener. $KSS might be so bad it's actually good given the $2 annual dividend looks to stay"
X Link 2024-05-30T11:59Z [----] followers, [----] engagements
"$KSS yield now over 10%. They own a ton of real estate. So it's basically a REIT paying 10% now. Why not Kingsbury leaves $BURL for $KSS. Both companies report today and moving significantly in opposite directions. The grass is not greener. $KSS might be so bad it's actually good given the $2 annual dividend looks to stay. Kingsbury leaves $BURL for $KSS. Both companies report today and moving significantly in opposite directions. The grass is not greener. $KSS might be so bad it's actually good given the $2 annual dividend looks to stay"
X Link 2024-05-30T15:11Z [----] followers, [----] engagements
"$AHT - liquidation is certainly optimal for non-related party shareholders. But that's not going to happen. Either Monty takes it private at a discount to fair value (but premium to current price like $AINC) we wait for rate cuts or activist finds a path. My guess is door #1. $AHT sells [--] hotels incl One Ocean in Atl Bch FL for $87M ($451K/key). Think there's a $52M mortgage based on 10-K. Oaktree balance is $102M before this. More proof that Asset Value debt. Stock s/b much higher w/ or w/out Monty pulling the strings. $AHT sells [--] hotels incl One Ocean in Atl Bch FL for $87M ($451K/key)."
X Link 2024-06-04T01:36Z [----] followers, [----] engagements
"@jayabacus I continue to believe asset values are at least $500M debt/pfd. There's 40m shares roughly. The market cap is $50M. This is why I'm holding my nose and buying despite mgmt issues"
X Link 2024-06-04T08:21Z [----] followers, [--] engagements
"$AHT - There's $300M of Hotel EBITDA remaining after the asset sales and KEYS A&B defaults. That includes the excessive mgmt fees and doesn't include FF&E reserve. Call it a wash. After they pay off Oaktree there's $2.6-$2.65B of debt $230M cash and +/- $275M of preferred. 1/"
X Link 2024-06-04T23:31Z [----] followers, [---] engagements
"$AHT - 8% cap rate is $3.75B value 9% is $3.33B 10% is $3B. Implies value above net debt/preferred of $330M - $1.08B. On [--] million shares that's $8.25 - $27 implied stock price. This compares to $1.15 closing price. Corrected to reflect all preferred"
X Link 2024-06-04T23:34Z [----] followers, [----] engagements
"$HBI - net debt was $3.13B at the end of Q1. Proceeds plus FCF likely get this sub $2B by year end. TTM EBITDA is $631M and will grow even w/o Champion. So leverage ratio will now approach 2:1 and we could see return of buybacks/dividend in quarters ahead. $HBI sells Champion for $1.2B with potential for $1.5B. Expects net proceeds of $900M which will pay down debt. Company should see a valuation rerating as Champion was barely profitable while core innerwear has segment operating margins 20%. And far lower interest expense. $HBI sells Champion for $1.2B with potential for $1.5B. Expects net"
X Link 2024-06-05T12:43Z [----] followers, [----] engagements
"$HBI - sent this when I expected $1B for Champion. Now $1.2B with potential for $1.5B. Happy to buy when others are selling. $HBI - actually beat on EPS and maintained FY guide. No Champion update. But innerwear operating margin of 21.9% and gained [--] bps of share in the quarter. Stock should work from here even without Champion sale. $HBI - actually beat on EPS and maintained FY guide. No Champion update. But innerwear operating margin of 21.9% and gained [--] bps of share in the quarter. Stock should work from here even without Champion sale"
X Link 2024-06-05T14:17Z [----] followers, [----] engagements
"$AHT - looking more like door #1. Gets even easier for Monty to get it all for a "premium" if there's a voluntary delisting like on $AINC. Frustrated longer-term holders bail new money comes in at $1 - happy to take $2.50. Ironically he's the biggest winner if that happens. $AHT - liquidation is certainly optimal for non-related party shareholders. But that's not going to happen. Either Monty takes it private at a discount to fair value (but premium to current price like $AINC) we wait for rate cuts or activist finds a path. My guess is door #1. $AHT - liquidation is certainly optimal for"
X Link 2024-06-07T20:26Z [----] followers, [----] engagements
"$AHT - this is what I'm talking about from $AINC. "125% premium." https://ashfordinc.q4ir.com/news-events/press-releases/news-details/2024/ASHFORD-INC.S-BOARD-OF-DIRECTORS-APPROVES-PLAN-TO-TERMINATE-REGISTRATION-OF-ITS-COMMON-STOCK/default.aspx $AHT - looking more like door #1. Gets even easier for Monty to get it all for a "premium" if there's a voluntary delisting like on $AINC. Frustrated longer-term holders bail new money comes in at $1 - happy to take $2.50. Ironically he's the biggest winner if that happens."
X Link 2024-06-07T21:28Z [----] followers, [----] engagements
"$AHT - also once Oaktree is paid off the bankruptcy risk is just about completely off the table as all other debt is at the hotel level at reasonable EBITDA yields. So I don't think you get dilution here. Perhaps another R/S but my money is on a voluntary delist/Monty buyout. $AHT - looking more like door #1. Gets even easier for Monty to get it all for a "premium" if there's a voluntary delisting like on $AINC. Frustrated longer-term holders bail new money comes in at $1 - happy to take $2.50. Ironically he's the biggest winner if that happens. $AHT - looking more like door #1. Gets even"
X Link 2024-06-08T15:31Z [----] followers, [----] engagements
"$AHT - a less corrupt corollary: once Oaktree paid off and asset sales end insiders are allowed to buy stock again and the Company can buy back stock like they are doing at $BHR. This is really what SHOULD happen if focus was on creating value for ALL shareholders. $AHT - also once Oaktree is paid off the bankruptcy risk is just about completely off the table as all other debt is at the hotel level at reasonable EBITDA yields. So I don't think you get dilution here. Perhaps another R/S but my money is on a voluntary delist/Monty buyout. $AHT - also once Oaktree is paid off the bankruptcy risk"
X Link 2024-06-08T16:18Z [----] followers, [----] engagements
"$AHT - new independent board director seems to have a solid industry background. Hopefully is given the opportunity to add value. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2024/ASHFORD-HOSPITALITY-TRUST-ADDS-HOTEL-INDUSTRY-VETERAN-DAVE-JOHNSON-TO-BOARD-OF-DIRECTORS/default.aspx https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2024/ASHFORD-HOSPITALITY-TRUST-ADDS-HOTEL-INDUSTRY-VETERAN-DAVE-JOHNSON-TO-BOARD-OF-DIRECTORS/default.aspx"
X Link 2024-06-10T12:21Z [----] followers, [----] engagements
"$HBI - Additionally Cotlook A (cotton) prices at [--] cents /lb - lowest levels since [----] and closing in on the long-term average cost of [--] cents/lb. Perhaps some gross margin upside in the second half of 2024/early [----]. $HBI - net debt was $3.13B at the end of Q1. Proceeds plus FCF likely get this sub $2B by year end. TTM EBITDA is $631M and will grow even w/o Champion. So leverage ratio will now approach 2:1 and we could see return of buybacks/dividend in quarters ahead. $HBI - net debt was $3.13B at the end of Q1. Proceeds plus FCF likely get this sub $2B by year end. TTM EBITDA is $631M"
X Link 2024-06-12T12:27Z [----] followers, [----] engagements
"$PLAY with a massive miss. You can eat $20 bowls at $CAVA OR burn money on overpriced games at D&B but you can't do both"
X Link 2024-06-12T20:13Z [----] followers, [----] engagements
"$AHT sells [--] hotels in Kennesaw GA at a 4.8% cap rate. Sale price $17.5M. Mortgage $10.8M. Balance goes toward Oaktree payoff (nearing the finish line there). MORE evidence hotels are worth substantially more than debt/preferred. https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2024/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-SALE-OF-ADDITIONAL-SELECT-SERVICE-HOTELS/default.aspx https://ashfordhospitalitytrust.q4ir.com/investor/news/press-releases/press-release/2024/ASHFORD-HOSPITALITY-TRUST-ANNOUNCES-SALE-OF-ADDITIONAL-SELECT-SERVICE-HOTELS/default.aspx"
X Link 2024-06-13T12:20Z [----] followers, [----] engagements
"$AHT - put another way the market cap is $42M. These [--] small hotels sold for $6.7M above their debt. Basically net 1/6 of market cap just from this. $AHT sells [--] hotels in Kennesaw GA at a 4.8% cap rate. Sale price $17.5M. Mortgage $10.8M. Balance goes toward Oaktree payoff (nearing the finish line there). MORE evidence hotels are worth substantially more than debt/preferred. https://t.co/fop3PpuKir $AHT sells [--] hotels in Kennesaw GA at a 4.8% cap rate. Sale price $17.5M. Mortgage $10.8M. Balance goes toward Oaktree payoff (nearing the finish line there). MORE evidence hotels are worth"
X Link 2024-06-13T15:32Z [----] followers, [----] engagements
"$HBI - guided to 9.4% op margin in [----] WITH Champion. Surely goes above 10% ex-Champion: [--]. $4.3B in sales at 11% OM=$473M [--]. $2B in debt at 8%=$160M [--]. 24% tax rate=$75M [--]. NI of $238M/354m shares=$0.67/sh on $5 stock. Higher OM and lower int exp pushes EPS to $1 range"
X Link 2024-06-13T19:46Z [----] followers, [----] engagements
"$AHT - put ANOTHER way these [--] small hotels accounted for $5.9M of $1.37B of total revenue in [----] (0.4% of total). So selling 0.4% of total revenues yielded proceeds after debt equal to 16% of the current market cap Unreal. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/b70a1526-eeb5-472c-93f0-93de33f56088.html $AHT - put another way the market cap is $42M. These [--] small hotels sold for $6.7M above their debt. Basically net 1/6 of market cap just from this. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/b70a1526-eeb5-472c-93f0-93de33f56088.html $AHT - put another way the market"
X Link 2024-06-14T00:14Z [----] followers, [----] engagements
"$AHT - well. well. well. .SPOILER ALERT: we will be filing a lawsuit at Ashford as early as next week. Times up Montgomery .SPOILER ALERT: we will be filing a lawsuit at Ashford as early as next week. Times up Montgomery"
X Link 2024-06-14T19:34Z [----] followers, [----] engagements
"@jaykay969 Liquidation would be fantastic"
X Link 2024-06-14T19:42Z [----] followers, [---] engagements
"$HBI - 7.8% filer https://ir.hanesbrands.com/static-files/440239d3-6623-4d21-9975-b6d0f8458bb4 https://ir.hanesbrands.com/static-files/440239d3-6623-4d21-9975-b6d0f8458bb4"
X Link 2024-06-14T20:51Z [----] followers, [----] engagements
"@anidesh7 $PLCE liquidity problems are pretty much solved. They should have inventory for BTS and the changes to min shipping will make a big difference y/o/y. But probably radio silence until late August/early Sept unless there's add'l mgmt changes or a rights offering. $8 range is nuts"
X Link 2024-06-15T03:50Z [----] followers, [---] engagements
"$BHR / $AHT We've approached the point where I can't tell if this is a boardroom fight or a remake of Pee Wee's Big Adventure https://d18rn0p25nwr6d.cloudfront.net/CIK-0001574085/d12156f0-edf9-40a0-9d31-69f8af6f642c.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001574085/d12156f0-edf9-40a0-9d31-69f8af6f642c.html"
X Link 2024-06-20T21:32Z [----] followers, [----] engagements
"@MBennettAshford [--] years of $AHT. Why The board works for the shareholders. Not vice versa"
X Link 2024-06-22T21:35Z [----] followers, [---] engagements
"$AHT - One Ocean sale closed. Oaktree balance was $98M before any One Ocean proceeds so probably $60-65M post. More assets listed and cash on hand. Oaktree s/b out of the picture by Sept [--]. $AHT sells [--] hotels incl One Ocean in Atl Bch FL for $87M ($451K/key). Think there's a $52M mortgage based on 10-K. Oaktree balance is $102M before this. More proof that Asset Value debt. Stock s/b much higher w/ or w/out Monty pulling the strings. $AHT sells [--] hotels incl One Ocean in Atl Bch FL for $87M ($451K/key). Think there's a $52M mortgage based on 10-K. Oaktree balance is $102M before this. More"
X Link 2024-06-27T21:19Z [----] followers, [----] engagements
"$AHT - My math is a little bit different but if net debt is 66% of gross assets it certainly implies $1B of net asset value AFTER preferred so in the $25/share range. Could be close to FCF neutral after Oaktree payoff even at 5.25% fed funds. Windfall if fed cuts rates. $AHT $AINC @DailyREITBeat @kingdomcapadv @GrantCardone @realEstateTrent @CapitalFang Ok so $AHT finally puts out a press release indicating a NAV for the remaining assets. Net Debt is now 66% of Gross Asset Quick math is with 98MM Oak Tree remaining is around 2.9B $AHT $AINC @DailyREITBeat @kingdomcapadv @GrantCardone"
X Link 2024-06-28T13:19Z [----] followers, [----] engagements
"$AHT - released updated financials ex-One Ocean. They paid down an additional $14M on the [--] asset loan pool beyond the $52M piece on One Ocean which leaves about $19M to pay down Oaktree - likely putting the balance around $80M. Works for me. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001232582/fb522478-1fc5-48ed-b55b-2e2373100ccb.html $AHT - One Ocean sale closed. Oaktree balance was $98M before any One Ocean proceeds so probably $60-65M post. More assets listed and cash on hand. Oaktree s/b out of the picture by Sept 30."
X Link 2024-07-02T22:12Z [----] followers, [----] engagements
"@jojomostuff He cares if $BHR survives - he needs the fees to flow through from $AHT and $BHR to $AINC OR someone to pay him the termination fees. Clear both parties involved in this juvenile dispute only it in for themselves. But $BHR moves higher unless dumb people sell out to BW at $2.55"
X Link 2024-07-03T21:11Z [----] followers, [---] engagements
"$AHT reports prelim Q2 RevPAR up 1.4%. Compared to down 1% in Q1. Easter shift hurt March and helped May. Biz is holding up fine. Also raised $25M in preferred stock in Q2-additional funding besides asset sales to pay off Oaktree"
X Link 2024-07-08T12:10Z [----] followers, [----] engagements
"$BHR $AHT - The fight continues. Requesting Monty to let us nominate independent directors to the board. We know we will never agree but it is important for all shareholders to know $BHR $AHT https://t.co/VPhS20hta9 Requesting Monty to let us nominate independent directors to the board. We know we will never agree but it is important for all shareholders to know $BHR $AHT https://t.co/VPhS20hta9"
X Link 2024-07-09T14:41Z [----] followers, [----] engagements
"@WAH0982 No - all of the issues raised pertain to $AHT as well"
X Link 2024-07-09T14:50Z [----] followers, [---] engagements
"$BHR $AHT - Clear why activists focused on $BHR first. Remington arm of Ashford only manages 4/16 $BHR hotels vs. 61/90 $AHT hotels as of 12/31/23 so less involved in day to day. So just about the "external" advisory $$ paid to AINC vs. $$ to run $BHR independently. Stay tuned"
X Link 2024-07-10T12:58Z [----] followers, [----] engagements
"$BSET looks interesting off this print: [--]. Just raised div to 80c/year - 6% yield [--]. Ex non-cash items reported breakeven Q on revs down 17% [--]. New restructuring will save $6M/year [--]. $60M in cash/investments and no debt on 9m share count When cycle turns it will print money"
X Link 2024-07-10T21:59Z [----] followers, [----] engagements
"$CONN - ABS data out as of end of June. Payment rates continue to be solid. [----] vintage well into Class C paydown with plenty of A/R coverage. Further evidence that the current issues are with the retail biz - maybe Beryl provides a tailwind. Staying away until clarification"
X Link 2024-07-15T21:35Z [----] followers, [----] engagements
"$CONN - Bloomberg saying BK is coming with store closings part of it. Conns Plans Mass Store Closings Ahead of Possible Bankruptcy - Bloomberg $CONN - ABS data out as of end of June. Payment rates continue to be solid. [----] vintage well into Class C paydown with plenty of A/R coverage. Further evidence that the current issues are with the retail biz - maybe Beryl provides a tailwind. Staying away until clarification. $CONN - ABS data out as of end of June. Payment rates continue to be solid. [----] vintage well into Class C paydown with plenty of A/R coverage. Further evidence that the current"
X Link 2024-07-17T20:53Z [----] followers, [----] engagements
"$WHR - Cycle bottoming. Margins inflecting. FCF increasing. 7% dividend yield. $2.5B buyback authorization on $5.46B market cap (prob not much here near-term). Guided to $12 in ongoing EPS in '24 that will improve in '25. And still a buyout target. Taking my shot at $99"
X Link 2024-07-26T22:41Z [----] followers, [----] engagements
"$NWL - turnaround becomes reality $NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just off all time lows. $NWL finally showing signs that the multi-year operational turnaround is taking hold even as core sales still challenged. Encouraging with the stock just off all time lows"
X Link 2024-07-26T22:46Z [----] followers, [----] engagements
"@joshlacey33 It's [--] cents annually on 9m shares ( incremental $720K) vs. saving $6M/year on the new restructuring. I think they can handle it"
X Link 2024-07-28T15:48Z [----] followers, [--] engagements
"@BitMoreLeverage So assume you want the term loan upsized a bit if that's the route they go $172M cash plus $60M revolver plus FCF over next 6-7 months probably doesn't leave much remaining cash on the balance sheet esp if cycle turns + and they need working capital"
X Link 2024-08-09T13:15Z [----] followers, [---] engagements
"$HBI - will look something like this in [----] (maybe 2H '25): [--]. Revs $3.6-$4B [--]. 15% OM or $570M [--]. Interest exp $100-150M (could refi at lower rates) [--]. NI of $315-350M at 25% tax rate. EPS of $0.89-$1 [--]. Hit 2.0-2.5x leverage and resume divs/buyback Massive rerating underway"
X Link 2024-08-09T23:04Z [----] followers, [----] engagements
"@siyul $SUP and $CPS. Seems like most people are picking one horse or the other. I'm picking both. Outside of auto I like $SNBR - restructured biz to generate significant FCF in a VERY depressed industry cycle. Will benefit from any recovery/debt paydown/lower interest rates"
X Link 2024-08-18T21:34Z [----] followers, [---] engagements
"@stockthoughts81 $HBI really f'd up by waiting until Feb/March [----] to refinance their debt. I assume they will pay off shorter-term maturities first and then deal with the [----] 9% notes later on as their credit profile improves/Fed cuts rates"
X Link 2024-08-22T17:32Z [----] followers, [---] engagements
"$CTRN - well they kitchen sinked the old merchandise strategy in favor of a significant reset. Traffic continues to be positive - will it translate to improved sales Balance sheet provides a nice floor here but need to see 1-2 quarters evidence of real turnaround. $CTRN - still can't get there off Q2 print/updated guide unless stock takes a massive hit today. Interim CEO buy in July seems oddly timed. Unless this is kitchen sink. TBD. $CTRN - still can't get there off Q2 print/updated guide unless stock takes a massive hit today. Interim CEO buy in July seems oddly timed. Unless this is"
X Link 2024-08-27T13:51Z [----] followers, [----] engagements
"@finance_schmidt So you are considering the operating leases as debt. Are you also considering the corresponding rental payments as interest expense or are they part of your EBITDA calcluation"
X Link 2024-08-30T16:15Z [----] followers, [---] engagements
"@bullsbayretail $DDS stays quiet. $NVR stays quiet. If you run the biz right who cares"
X Link 2024-09-11T15:22Z [----] followers, [---] engagements
"@kingdomcapadv $RRGB - The reports of its death are greatly exaggerated (at least for now.). Guidance cut post Q2 projected July weakness for rest of year. At conf today they said August/Sept to date shows improved trend to July. Investor sentiment in toilet - could easily bounce"
X Link 2024-09-17T01:21Z [----] followers, [----] engagements
"$AHT - The art of the "steal" [--]. Mgmt continues to act in ways that don't benefit s/h [--]. Shareholders get frustrated and bail [--]. New shareholders get in a low cost basis [--]. Monty makes lowball offer at premium to "low cost basis" and gets approval. GAME OVER $AHT [--]. Stock near all-time low despite asset values far debt/pref. More asset sales in works - GOOD [--]. Oaktree close to being paid off - GOOD [--]. Fed cuts [--] bps - AHT has $2.7B of floating rate debt - GOOD [--]. Announces 1:10 R/S - WTAF [--]. Monty gonna steal it - TBD GROSS $AHT [--]. Stock near all-time low despite asset values far debt/pref."
X Link 2024-09-26T23:03Z [----] followers, [----] engagements
"@WAH0982 No idea. My point is that net asset value is probably 10-12x the current stock price but management is so suspect that investors don't give a fuck. Even with obvious tailwinds"
X Link 2024-09-27T09:19Z [----] followers, [---] engagements
"@MVSpelman Take a look at $BHR and what activists are doing and how it's going. If there's a positive outcome there then maybe there's hope. I own $AHT for the value dislocation.that keeps dislocating"
X Link 2024-09-27T11:11Z [----] followers, [---] engagements
"$AHT - At least they are taking steps to maintain the NYSE listing (for now) which takes the $AINC delist/takeunder scenario off the table (for now). And news on asset sales/Oaktree could come at any time. $37M market cap vs. 750M to $1B net asset value. Worth a shot. $AHT [--]. Stock near all-time low despite asset values far debt/pref. More asset sales in works - GOOD [--]. Oaktree close to being paid off - GOOD [--]. Fed cuts [--] bps - AHT has $2.7B of floating rate debt - GOOD [--]. Announces 1:10 R/S - WTAF [--]. Monty gonna steal it - TBD GROSS $AHT [--]. Stock near all-time low despite asset values far"
X Link 2024-09-27T17:33Z [----] followers, [----] engagements
"$NCMI is another R/S coming out of bankruptcy/restructuring that has worked as the box office recovers. So I assess these on a case by case basis rather than doctrine. Monty's twitter indicates he's chasing matters outside his businesses $AHT & $BHR at the moment. 🐇🕳🕳🕳 @BitMoreLeverage @JoeDoeKnowsGuy Dealt with [--] other R/S in last [--] months: [--]. $EXPR - total shitshow [--]. $RGS - worked out great on refi news [--]. $BNED - was part of the whole debt conversion/rights offering. Off highs but working out fine from $5 adjusted offering price. $AHT has tailwinds now "but Monty". @BitMoreLeverage"
X Link 2024-09-29T12:48Z [----] followers, [----] engagements
"$AHT - as shown here action in the traded preferred securities certainly doesn't indicate financial distress. Quite the opposite. @stockgutter Exactly. Pretty good [--] month return on those plus dividends. If the true value of the biz was only $37M above the preferred then the charts wouldn't look like that. @stockgutter Exactly. Pretty good [--] month return on those plus dividends. If the true value of the biz was only $37M above the preferred then the charts wouldn't look like that"
X Link 2024-09-29T13:19Z [----] followers, [----] engagements
"$AHT $BHR - while shareholders certainly aren't fans of Monty at the moment the first [--] minutes of this interview is def worth a listen. My read from this is he wants to use the new Stirling REIT as the growth vehicle and that's what "buys" $AHT. https://www.youtube.com/watchv=Hkdhe0vrlSE https://www.youtube.com/watchv=Hkdhe0vrlSE"
X Link 2024-10-05T20:38Z [----] followers, [----] engagements
"$AHT - he wants to be a BUYER of hotels right now. Stirling is private and AHT contributed a few hotels near end of [----]. While balance sheet is much improved $AHT not in position to buy assets. Stirling could be and it's a private entity. Mechanics of this w/ $AHT TBD. $AHT $BHR - while shareholders certainly aren't fans of Monty at the moment the first [--] minutes of this interview is def worth a listen. My read from this is he wants to use the new Stirling REIT as the growth vehicle and that's what "buys" $AHT. https://t.co/XtUTh1KcZR $AHT $BHR - while shareholders certainly aren't fans of"
X Link 2024-10-05T20:48Z [----] followers, [----] engagements
"$AHT - The Remington termination fee is a de facto poison pill to an outside buyer. But it also likely keeps it out of bankruptcy courts where contract could get broken. So a Monty entity is the buyer. I'd love to sell and move on but not at 72c vs. the actual 10-15x NAV. $AHT - he wants to be a BUYER of hotels right now. Stirling is private and AHT contributed a few hotels near end of [----]. While balance sheet is much improved $AHT not in position to buy assets. Stirling could be and it's a private entity. Mechanics of this w/ $AHT TBD. $AHT - he wants to be a BUYER of hotels right now."
X Link 2024-10-05T21:35Z [----] followers, [----] engagements
"@nbaumann22 $AHT owns 99.4% of Stirling as of 12/31/23"
X Link 2024-10-05T22:52Z [----] followers, [---] engagements
"$AHT - prelim results out. RevPAR down a bit y/o/y as slightly lower occupancy more than offsets a small increase in ADR. Monty telegraphed this is that interview where he alluded to a piece of biz travel being gone. No commentary on Oaktree loan or asset sales"
X Link 2024-10-07T20:55Z [----] followers, [----] engagements
"$AHT - Turd keeps turding. Monty is King Arthur and shareholders are The Black Knight. @MVSpelman They are converting preferred as well at a shitty ratio. It's a turd - for all the reasons mentioned by many. But I'm holding and hoping for a hail mary based on the NAV of $500M-$1B. But who knows. @MVSpelman They are converting preferred as well at a shitty ratio. It's a turd - for all the reasons mentioned by many. But I'm holding and hoping for a hail mary based on the NAV of $500M-$1B. But who knows"
X Link 2024-10-09T22:05Z [----] followers, [----] engagements
"@BitMoreLeverage $AINC s/h eventually got a 125% premium. Today's final jeopardy question is what will the $AHT share price/share count be when that "deal" comes"
X Link 2024-10-09T22:45Z [----] followers, [---] engagements
"$RRGB 13D filed just now. Investors buying shares today to top off position at 8.7%. With better link: https://ir.redrobin.com/sec-filings/all-sec-filings https://ir.redrobin.com/sec-filings/all-sec-filings"
X Link 2024-10-10T00:15Z [----] followers, [---] engagements
"While we're on the subject of avoiding death $WBA seems to be in the same boat. Far more complicated business than selling burgers but new CEO was in full command on the earnings call. Very intriguing setup after a precipitous decline. @kingdomcapadv $RRGB - The reports of its death are greatly exaggerated (at least for now.). Guidance cut post Q2 projected July weakness for rest of year. At conf today they said August/Sept to date shows improved trend to July. Investor sentiment in toilet - could easily bounce. @kingdomcapadv $RRGB - The reports of its death are greatly exaggerated (at least"
X Link 2024-10-15T14:04Z [----] followers, [----] engagements
"$WBA parallel probably more with $VFC. Get a legit CEO and refocus on what matters. Monetize non-core assets and de-lever the balance sheet. While we're on the subject of avoiding death $WBA seems to be in the same boat. Far more complicated business than selling burgers but new CEO was in full command on the earnings call. Very intriguing setup after a precipitous decline. While we're on the subject of avoiding death $WBA seems to be in the same boat. Far more complicated business than selling burgers but new CEO was in full command on the earnings call. Very intriguing setup after a"
X Link 2024-10-15T14:28Z [----] followers, [----] engagements
Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
- topic: Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $. required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_id: The [network]::[unique_id] for the influencer
- creator_network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_posts: total number of posts with interactions in the last [--] hours
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
- network: Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok required
- id: Provide the unique ID or screen name of the creator required
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
- creator_id: The [network]::[unique_id] for the influencer
- creator_name: The unique screen name for the influencer
- creator_display_name: The chosen display name for the influencer if available
- creator_avatar: The URL to the avatar for the creator
- creator_followers: number of followers the account has
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
- interactions_24h: Number of interactions in the last [--] hours
- topic_influence: an array of social topics and the creators ranking on each topic
- topic: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
- top_community: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
Creator Time Series
https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1
Get time series data on a creator.
input parameters:
- network: Influencer social network required
- id: The unique id or screen name of the creator required
- bucket: bucket time series data into hours or days. default is hours.
- interval: Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored.
- start: The start time (unix timestamp) to go back to.
- end: The end time (unix timestamp) to stop at.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
Example response:
{
"config": {
"network": "twitter",
"influencer_id": "twitter::988992203568562176",
"interval": "1w",
"start": 1769990400,
"end": 1770681600,
"bucket": "hour",
"name": "lunarcrush",
"remote_api": "danode1-13",
"generated": [----------]
},
"data": [
{
"time": 1769990400,
"followers": 305326,
"interactions": 717,
"posts_active": 14,
"creator_rank": [------]
}
]
}
Schema:
- config: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
- network: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
- interval: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
- start: Start/from unix timestamp (in seconds)
- end: End/to unix timestamp (in seconds)
- bucket: Data is generally bucketed into hours or days
- name: The full name of the asset
- generated: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
- time: A unix timestamp (in seconds)
- followers: The number of publicly displayed followers the creator has
- interactions: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
- posts_active: number of unique social posts with interactions
- creator_rank: ranking based on all posts in the last [--] hours that have interactions
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing