[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @FishtownCap Fishtown Capital Fishtown Capital posts on X about $unfi, $sbux, $deo, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::65545420/interactions)  - X Week XXXXXX +40% - X Month XXXXXXX +81% - X Months XXXXXXX -XX% - X Year XXXXXXXXX +77% ### Mentions: XX [#](/creator/twitter::65545420/posts_active)  - X Week XX -XX% - X Month XX -XX% - X Months XXX +12% - X Year XXX +72% ### Followers: XXXXX [#](/creator/twitter::65545420/followers)  - X Week XXXXX +0.48% - X Month XXXXX +1.40% - X Months XXXXX +9.10% - X Year XXXXX +56% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::65545420/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XX% [stocks](/list/stocks) XX% [cryptocurrencies](/list/cryptocurrencies) XX% [technology brands](/list/technology-brands) X% **Social topic influence** [$unfi](/topic/$unfi) #1, [$sbux](/topic/$sbux) 8%, [$deo](/topic/$deo) #7, [ceo](/topic/ceo) 8%, [$oke](/topic/$oke) 8%, [debt](/topic/debt) 8%, [$300m](/topic/$300m) #18, [$gpn](/topic/$gpn) 8%, [$khc](/topic/$khc) 4%, [$bros](/topic/$bros) X% **Top accounts mentioned or mentioned by** [@bfrankvalue](/creator/undefined) [@siyul](/creator/undefined) [@victaurs](/creator/undefined) [@aureliusltd28](/creator/undefined) [@ramrulez1](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@hatfieldcapital](/creator/undefined) [@scurvecap](/creator/undefined) [@premarks](/creator/undefined) [@jminvestment0](/creator/undefined) [@jerrycap](/creator/undefined) [@taobanker](/creator/undefined) [@nickalobeultra](/creator/undefined) [@marcslans](/creator/undefined) [@valuesci](/creator/undefined) [@leduke188](/creator/undefined) [@basedstatistic](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@blondesnmoney](/creator/undefined) [@jm_investment0](/creator/undefined) **Top assets mentioned** [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Starbucks Corporation (SBUX)](/topic/$sbux) [Diageo plc (DEO)](/topic/$deo) [ONEOK, Inc. (OKE)](/topic/$oke) [Global Payments Inc (GPN)](/topic/$gpn) [Kraft Heinz Co (KHC)](/topic/$khc) [Dutch Bros Inc. (BROS)](/topic/$bros) [Kinder Morgan Inc (KMI)](/topic/$kmi) [H&R Block, Inc. (HRB)](/topic/$hrb) [Centene Corp (CNC)](/topic/$cnc) [Fiserv, Inc. (FI)](/topic/$fi) [Fiserv Inc (FISV)](/topic/$fisv) [4 (FOUR)](/topic/$four) [Kinetik Holdings Inc. Class A Common Stock (KNTK)](/topic/$kntk) ### Top Social Posts Top posts by engagements in the last XX hours "$SBUX Starbucks this aligns with my thoughts that the brand is stale. Noise from the union (which I think is silly pushes people away. Why shouldnt this drop like $DEO $KHC & other former consumer gems when folks realize its ex-growth & theres nothing a CEO can do to fix" [X Link](https://x.com/FishtownCap/status/1994539690167603701) 2025-11-28T22:51Z 4608 followers, 2687 engagements "@bfrankvalue Who's selling Anyone that wants to take a massive tax loss or not show this on their year end book. but that selling has been happening for a while and maybe is nearly exhausted. If I was sitting on a 50-75% loss I'd sell and just hope to rebuy later" [X Link](https://x.com/FishtownCap/status/1995544431278047548) 2025-12-01T17:24Z 4607 followers, XXX engagements "Long $OKE - X% position. We're still doing this AI power thing right Even after the acquisitions $OKE still very long NG. OBBB beneficiary still guiding to mid/high single digit EBITDA growth. Just too cheap vs peers: reminder $KMI which hasn't grown EBITDA in X years" [X Link](https://x.com/FishtownCap/status/1971571087357227285) 2025-09-26T13:42Z 4606 followers, 13K engagements "$HRB H&R Block - Reiterated EPS guide $4.85-5 - Retired X% of shares 7.9m shares under $XX. - Opex down $12m YoY. good start keep going - IRS Directfile dead FTC issues cleared If expenses get under control they could smash EPS this year w/new CEO. Long and may longer" [X Link](https://x.com/FishtownCap/status/1986545130208436258) 2025-11-06T21:24Z 4606 followers, 1371 engagements "@Ramrulez1 I think theyre an acquisition target. Would be accretive for all of the larger players even at a 20-30% premium. But absent that why shouldnt this rebound back to $XX early next year" [X Link](https://x.com/FishtownCap/status/1993851120272461894) 2025-11-27T01:15Z 4606 followers, XX engagements "Is $SBUX a short opportunity here 30x earnings. Operating income down from XX years ago. Debt $12B higher (20% less shares.) But tons of operational headwinds IMO the brand is a lot "less cool" than XX years ago" [X Link](https://x.com/FishtownCap/status/1994457627997143384) 2025-11-28T17:25Z 4608 followers, 2829 engagements "@WaterworldCapi1 @HatfieldCapital @S_curvecap @P_Remarks It is I bought a small position today. I dont understand how $CNC north of $XX and this is under $150" [X Link](https://x.com/FishtownCap/status/1994480330427043939) 2025-11-28T18:55Z 4606 followers, XXX engagements "Anyone have any insights/thoughts of Fiserv $FISV Back to 2017 levels down XX% this year and up on a day like today. That really looks like a bottom. I don't think it would take much of a turnaround for this to be up 50%+ next year" [X Link](https://x.com/FishtownCap/status/1995520917544558768) 2025-12-01T15:50Z 4606 followers, 8755 engagements "$UNFI United Foods Weird price action and relatively low volume. It seems to drop like this from time to time. Looking forward to earnings tomorrow" [X Link](https://x.com/FishtownCap/status/1995566506806313041) 2025-12-01T18:51Z 4606 followers, 2013 engagements "$UNFI United Foods looks pretty solid. No surprises like yesterdays price action implied. Reaffirm guidance incl. FCF and thats w/ $300m of CapEx P/FCF of X for FY26 and probably 5x for FY27" [X Link](https://x.com/FishtownCap/status/1995832225577959495) 2025-12-02T12:27Z 4606 followers, 4504 engagements "@JM_Investment0 @JerryCap What metric are you using to compare $GPN half the earnings multiple as $FOUR" [X Link](https://x.com/FishtownCap/status/1995872302266015920) 2025-12-02T15:06Z 4607 followers, XXX engagements "$UNFI Agreed (def. agree on sandbagged guidance.) Benefits from lower interest rates + likely we'll see a refi of their debt later this year. EV/EBITDA = 5x on YE26 numbers" [X Link](https://x.com/FishtownCap/status/1996253444873543997) 2025-12-03T16:21Z 4606 followers, 3036 engagements "@marc_slans It's probably not too relevant but I think it's a positive. Dude is the poster child for failing upward" [X Link](https://x.com/FishtownCap/status/1998042224496726245) 2025-12-08T14:49Z 4606 followers, XXX engagements "$DEO Diageo Nearly cut in half since X years ago and still not cheap. Stop buying anything with a high teens+ P/E and no/negative growth. I don't care how strong the brand is. This is what happens and are economy is far from bad" [X Link](https://x.com/FishtownCap/status/1986492449821499422) 2025-11-06T17:54Z 4608 followers, 5908 engagements "@siyul $GPN Global Payments Because show me where on the P&L this business deserves a derating to 6x. Yes it's a competitive business so are banks telcos CPG supermarkets etc" [X Link](https://x.com/FishtownCap/status/1997085916863639677) 2025-12-05T23:29Z 4608 followers, XXX engagements "So speaking of beaten down midstream what about Kinetic $KNTK Down XX% down to 2021 levels but Permian NG focused. 2026 EV/EBITDA 8-9x minimal Capex beyond XX. What dont we like" [X Link](https://x.com/FishtownCap/status/1993842616920834332) 2025-11-27T00:41Z 4608 followers, 1840 engagements "$UNFI United Foods Guiding $300M annual FCF + $800m in EBITDA in 2028. 2028 EV: 3.4B (if price doesn't move) EV/EBITDA of X EPS @ 800m EBITDA - 250m D&A - 75m interest - XX tax = 400m $X EPS P/E=5. Nothing crazy returning to industry standard margin X year double" [X Link](https://x.com/FishtownCap/status/1998750675115921737) 2025-12-10T13:44Z 4608 followers, 1163 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@FishtownCap Fishtown Capital
Fishtown Capital posts on X about $unfi, $sbux, $deo, ceo the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +40%
- X Month XXXXXXX +81%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX +77%
Mentions: XX #
- X Week XX -XX%
- X Month XX -XX%
- X Months XXX +12%
- X Year XXX +72%
Followers: XXXXX #
- X Week XXXXX +0.48%
- X Month XXXXX +1.40%
- X Months XXXXX +9.10%
- X Year XXXXX +56%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XX% stocks XX% cryptocurrencies XX% technology brands X%
Social topic influence $unfi #1, $sbux 8%, $deo #7, ceo 8%, $oke 8%, debt 8%, $300m #18, $gpn 8%, $khc 4%, $bros X%
Top accounts mentioned or mentioned by @bfrankvalue @siyul @victaurs @aureliusltd28 @ramrulez1 @waterworldcapi1 @hatfieldcapital @scurvecap @premarks @jminvestment0 @jerrycap @taobanker @nickalobeultra @marcslans @valuesci @leduke188 @basedstatistic @joinyellowbrick @blondesnmoney @jm_investment0
Top assets mentioned Unifi Protocol DAO (UNFI) Starbucks Corporation (SBUX) Diageo plc (DEO) ONEOK, Inc. (OKE) Global Payments Inc (GPN) Kraft Heinz Co (KHC) Dutch Bros Inc. (BROS) Kinder Morgan Inc (KMI) H&R Block, Inc. (HRB) Centene Corp (CNC) Fiserv, Inc. (FI) Fiserv Inc (FISV) 4 (FOUR) Kinetik Holdings Inc. Class A Common Stock (KNTK)
Top Social Posts
Top posts by engagements in the last XX hours
"$SBUX Starbucks this aligns with my thoughts that the brand is stale. Noise from the union (which I think is silly pushes people away. Why shouldnt this drop like $DEO $KHC & other former consumer gems when folks realize its ex-growth & theres nothing a CEO can do to fix"
X Link 2025-11-28T22:51Z 4608 followers, 2687 engagements
"@bfrankvalue Who's selling Anyone that wants to take a massive tax loss or not show this on their year end book. but that selling has been happening for a while and maybe is nearly exhausted. If I was sitting on a 50-75% loss I'd sell and just hope to rebuy later"
X Link 2025-12-01T17:24Z 4607 followers, XXX engagements
"Long $OKE - X% position. We're still doing this AI power thing right Even after the acquisitions $OKE still very long NG. OBBB beneficiary still guiding to mid/high single digit EBITDA growth. Just too cheap vs peers: reminder $KMI which hasn't grown EBITDA in X years"
X Link 2025-09-26T13:42Z 4606 followers, 13K engagements
"$HRB H&R Block - Reiterated EPS guide $4.85-5 - Retired X% of shares 7.9m shares under $XX. - Opex down $12m YoY. good start keep going - IRS Directfile dead FTC issues cleared If expenses get under control they could smash EPS this year w/new CEO. Long and may longer"
X Link 2025-11-06T21:24Z 4606 followers, 1371 engagements
"@Ramrulez1 I think theyre an acquisition target. Would be accretive for all of the larger players even at a 20-30% premium. But absent that why shouldnt this rebound back to $XX early next year"
X Link 2025-11-27T01:15Z 4606 followers, XX engagements
"Is $SBUX a short opportunity here 30x earnings. Operating income down from XX years ago. Debt $12B higher (20% less shares.) But tons of operational headwinds IMO the brand is a lot "less cool" than XX years ago"
X Link 2025-11-28T17:25Z 4608 followers, 2829 engagements
"@WaterworldCapi1 @HatfieldCapital @S_curvecap @P_Remarks It is I bought a small position today. I dont understand how $CNC north of $XX and this is under $150"
X Link 2025-11-28T18:55Z 4606 followers, XXX engagements
"Anyone have any insights/thoughts of Fiserv $FISV Back to 2017 levels down XX% this year and up on a day like today. That really looks like a bottom. I don't think it would take much of a turnaround for this to be up 50%+ next year"
X Link 2025-12-01T15:50Z 4606 followers, 8755 engagements
"$UNFI United Foods Weird price action and relatively low volume. It seems to drop like this from time to time. Looking forward to earnings tomorrow"
X Link 2025-12-01T18:51Z 4606 followers, 2013 engagements
"$UNFI United Foods looks pretty solid. No surprises like yesterdays price action implied. Reaffirm guidance incl. FCF and thats w/ $300m of CapEx P/FCF of X for FY26 and probably 5x for FY27"
X Link 2025-12-02T12:27Z 4606 followers, 4504 engagements
"@JM_Investment0 @JerryCap What metric are you using to compare $GPN half the earnings multiple as $FOUR"
X Link 2025-12-02T15:06Z 4607 followers, XXX engagements
"$UNFI Agreed (def. agree on sandbagged guidance.) Benefits from lower interest rates + likely we'll see a refi of their debt later this year. EV/EBITDA = 5x on YE26 numbers"
X Link 2025-12-03T16:21Z 4606 followers, 3036 engagements
"@marc_slans It's probably not too relevant but I think it's a positive. Dude is the poster child for failing upward"
X Link 2025-12-08T14:49Z 4606 followers, XXX engagements
"$DEO Diageo Nearly cut in half since X years ago and still not cheap. Stop buying anything with a high teens+ P/E and no/negative growth. I don't care how strong the brand is. This is what happens and are economy is far from bad"
X Link 2025-11-06T17:54Z 4608 followers, 5908 engagements
"@siyul $GPN Global Payments Because show me where on the P&L this business deserves a derating to 6x. Yes it's a competitive business so are banks telcos CPG supermarkets etc"
X Link 2025-12-05T23:29Z 4608 followers, XXX engagements
"So speaking of beaten down midstream what about Kinetic $KNTK Down XX% down to 2021 levels but Permian NG focused. 2026 EV/EBITDA 8-9x minimal Capex beyond XX. What dont we like"
X Link 2025-11-27T00:41Z 4608 followers, 1840 engagements
"$UNFI United Foods Guiding $300M annual FCF + $800m in EBITDA in 2028. 2028 EV: 3.4B (if price doesn't move) EV/EBITDA of X EPS @ 800m EBITDA - 250m D&A - 75m interest - XX tax = 400m $X EPS P/E=5. Nothing crazy returning to industry standard margin X year double"
X Link 2025-12-10T13:44Z 4608 followers, 1163 engagements