#  @FishtownCap Fishtown Capital Fishtown Capital posts on X about $aer, money, debt, $gpn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::65545420/interactions)  - [--] Week [-------] -0.39% - [--] Month [-------] +231% - [--] Months [-------] -22% - [--] Year [---------] +47% ### Mentions: [--] [#](/creator/twitter::65545420/posts_active)  - [--] Week [--] -10% - [--] Month [---] +54% - [--] Months [---] +22% - [--] Year [---] +51% ### Followers: [-----] [#](/creator/twitter::65545420/followers)  - [--] Week [-----] +0.79% - [--] Month [-----] +2.90% - [--] Months [-----] +11% - [--] Year [-----] +43% ### CreatorRank: [---------] [#](/creator/twitter::65545420/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 50.52% [finance](/list/finance) 38.54% [technology brands](/list/technology-brands) 17.71% [cryptocurrencies](/list/cryptocurrencies) 11.46% [countries](/list/countries) 3.13% [automotive brands](/list/automotive-brands) 2.6% [social networks](/list/social-networks) 1.56% [celebrities](/list/celebrities) 1.56% [exchanges](/list/exchanges) 0.52% [fashion brands](/list/fashion-brands) 0.52% **Social topic influence** [$aer](/topic/$aer) #4, [money](/topic/money) 5.73%, [debt](/topic/debt) 5.21%, [$gpn](/topic/$gpn) #8, [$wlfc](/topic/$wlfc) #1, [$cnc](/topic/$cnc) #4, [$tsla](/topic/$tsla) 4.69%, [tsla](/topic/tsla) 4.69%, [$unfi](/topic/$unfi) 4.17%, [$ftai](/topic/$ftai) #12 **Top accounts mentioned or mentioned by** [@madisonlackey44](/creator/undefined) [@siyul](/creator/undefined) [@capitalobserver](/creator/undefined) [@adibmoti](/creator/undefined) [@crowdturtle](/creator/undefined) [@passdiv](/creator/undefined) [@violacapital](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@valuesci](/creator/undefined) [@rbptechnology](/creator/undefined) [@stockspy1](/creator/undefined) [@100xcompounding](/creator/undefined) [@milhemgroup](/creator/undefined) [@basedstatistic](/creator/undefined) [@captainroyen](/creator/undefined) [@saynototrading](/creator/undefined) [@reignots](/creator/undefined) [@pernasresearch](/creator/undefined) [@bluthcapital](/creator/undefined) [@theproinvest](/creator/undefined) **Top assets mentioned** [Aercap Holdings N.V. (AER)](/topic/$aer) [Global Payments Inc (GPN)](/topic/$gpn) [Centene Corp (CNC)](/topic/$cnc) [Tesla, Inc. (TSLA)](/topic/$tsla) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Energy Transfer, LP. (ET)](/topic/$et) [Elevance Health Inc (ELV)](/topic/$elv) [Cigna Corp (CI)](/topic/$ci) [H&R Block, Inc. (HRB)](/topic/$hrb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Fiserv Inc (FISV)](/topic/$fisv) [ONEOK, Inc. (OKE)](/topic/$oke) [UnitedHealth Group (UNH)](/topic/$unh) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Intuit Inc. (INTU)](/topic/$intu) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Kraft Heinz Co (KHC)](/topic/$khc) [ArchLoot (AL)](/topic/$al) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Wat (WAT)](/topic/$wat) [Walmart, Inc. (WMT)](/topic/$wmt) [Williams Companies Inc (WMB)](/topic/$wmb) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Alliance Fan Token (ALL)](/topic/$all) [Fiserv, Inc. (FI)](/topic/$fi) [Atlassian Corporation PLC (TEAM)](/topic/$team) [Oxygen (OXY)](/topic/$oxy) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Target Corporation (TGT)](/topic/$tgt) ### Top Social Posts Top posts by engagements in the last [--] hours "$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. To get in front of the ongoing DMs: No I don't know why $UNFI is down. Maybe people are jumpy before earnings No I have no reason to think they would set up an earnings report before an investor day and wildly disappoint. Yes I thought the guidance was conservative. To get in front of the ongoing DMs: No I don't know why $UNFI is down. Maybe people are jumpy before earnings No I have no reason to think they would set up an earnings report before" [X Link](https://x.com/FishtownCap/status/1995566506806313041) 2025-12-01T18:51Z [----] followers, [----] engagements "$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 [--] for FY26 and probably 5x for FY27. $105m Y/Y cash flow improvement 25% EBITDA growth Y/Y No ongoing weakness to call out from cyber attack Looks like $UNFI was fine after all $105m Y/Y cash flow improvement 25% EBITDA growth Y/Y No ongoing weakness to call out from cyber attack Looks like $UNFI was fine after all" [X Link](https://x.com/FishtownCap/status/1995832225577959495) 2025-12-02T12:27Z [----] followers, [----] engagements "$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. $UNFI at 15% FCF yield here. Great price for non cyclical name with great management. Guidance sounds heavily sandbagged as well. $UNFI at 15% FCF yield here. Great price for non cyclical name with great management. Guidance sounds heavily sandbagged as well" [X Link](https://x.com/FishtownCap/status/1996253444873543997) 2025-12-03T16:21Z [----] followers, [----] engagements "$GPN The math is that at 6x FCF you can grow EPS 17% just with repurchases. This is the definition of a margin of safety. Business could erode 2% a year and you still return 14-15%. Run the math. If $GPN grows EPS 8% to 10% a year for five years you get a bit over 60% earnings growth. You still need the multiple to drift from 6x to [--] or [--] times just to flirt with a double. That is a lot of execution risk for a business fighting better positioned competitors Run the math. If $GPN grows EPS 8% to 10% a year for five years you get a bit over 60% earnings growth. You still need the multiple to" [X Link](https://x.com/FishtownCap/status/1996765033485758654) 2025-12-05T02:14Z [----] followers, 20.4K engagements "But $XLU utilities trade at a 20x multiple not 6x. I need to make $GPN a much larger position if this is the bear case. At 6x earnings $GPN is priced like nothing good can happen and nothing truly bad will either. That is exactly how utilities trade. Stable serviceable and rarely re rated. If you need multiple expansion to make the thesis work you probably do not want a utility. At 6x earnings $GPN is priced like nothing good can happen and nothing truly bad will either. That is exactly how utilities trade. Stable serviceable and rarely re rated. If you need multiple expansion to make the" [X Link](https://x.com/FishtownCap/status/1996989236096991681) 2025-12-05T17:05Z [----] followers, [----] engagements "$UNFI United Foods Guiding $300M annual FCF + $800m in EBITDA in [----]. [----] EV: 3.4B (if price doesn't move) EV/EBITDA of [--] EPS @ 800m EBITDA - 250m D&A - 75m interest - [--] tax = 400m $7 EPS P/E=5. Nothing crazy returning to industry standard margin [--] year double" [X Link](https://x.com/FishtownCap/status/1998750675115921737) 2025-12-10T13:44Z [----] followers, 10.8K engagements "$UNFI United Foods: "market action" telling me I missed something. Folks complaining no one said "buyback." We back to levels from early this year before the guidance raised aggressively. They're currently paying down $375m of S+475 debt (term loan) and need to refi extend 27/28 debt. They should be fully focused on this for now and shouldn't talk buyback until debt is refinanced. People glossing over massive operational improvements because the financial engineering isn't aggressive enough This is the wrong focus. I don't like when my stocks go down either but come on. A token mention of" [X Link](https://x.com/FishtownCap/status/1999084440820064365) 2025-12-11T11:50Z [----] followers, 12.9K engagements "$UNFI United Foods They got the message. Repurchases under 3x leverage (90 days away.) Or until the S+475 term loan is paid off (3 quarters away) https://archive.fast-edgar.com/20251217/AO22Q22CU222T2Z2222D224ZMLBJR2X22272/ And now $UNFI is saying "buyback" https://archive.fast-edgar.com/20251217/AO22Q22CU222T2Z2222D224ZMLBJR2X22272/ And now $UNFI is saying "buyback"" [X Link](https://x.com/FishtownCap/status/2001433774307877076) 2025-12-17T23:26Z [----] followers, [----] engagements "$FTAI now up 14% on this news. $AER hasn't moved $WLFC up 1%. Pretty bullish for the sector and could tighten supply even further. $FTAI FTAI Aviation Gains on Engine Conversion Plan for Data Centers (Bloomberg) -- FTAI Aviation shares rose more than 10% on Tuesday after the company started a program to convert CFM56 engines to power new turbines built to provide energy for data centers. Production is https://t.co/1Myni5z9oY $FTAI FTAI Aviation Gains on Engine Conversion Plan for Data Centers (Bloomberg) -- FTAI Aviation shares rose more than 10% on Tuesday after the company started a program" [X Link](https://x.com/FishtownCap/status/2006047248472301598) 2025-12-30T16:58Z [----] followers, 10.3K engagements "Long $WLFC here small 2% position because I already have a ton of $AER. People were crazy about this last year at $200 but now at $140 no one cares about it. $FTAI now up 14% on this news. $AER hasn't moved $WLFC up 1%. Pretty bullish for the sector and could tighten supply even further. $FTAI now up 14% on this news. $AER hasn't moved $WLFC up 1%. Pretty bullish for the sector and could tighten supply even further" [X Link](https://x.com/FishtownCap/status/2008202157112369313) 2026-01-05T15:41Z [----] followers, [----] engagements "$UNFI United Foods insider buy. EV/EBITDA of [---] now likely going to 4x (or lower if they repurchase) in [--] years if the price doesn't move versus 10x for most of the industry. 🚨Insider Trade Alert🚨 Director Pappas James C has purchased [-----] shares in $UNFI UNITED NATURAL FOODS INC worth $573000.00 $UNFI current value: $33.27 Market: NYSE full disclosure: https://t.co/1Y5NCJunh2 Company Overview: United Natural Foods Inc. is a leading 🚨Insider Trade Alert🚨 Director Pappas James C has purchased [-----] shares in $UNFI UNITED NATURAL FOODS INC worth $573000.00 $UNFI current value: $33.27" [X Link](https://x.com/FishtownCap/status/2008535797038018711) 2026-01-06T13:47Z [----] followers, [----] engagements "$ET Energy Transfer That's a big jump in Adjusted EBITDA from the $16B (or slightly under) from this year especially since they entered into a bunch of longer term agreements this year (which hurt near term numbers.) This is before Warrior/Hugh Brinson comes online and a lot of assets come on in [----]. What's [----] EBITDA if this holds $18.5 These are big numbers. I might buy some calls if the CapEx number scares people off. https://twitter.com/i/web/status/2008543613584593230 https://twitter.com/i/web/status/2008543613584593230" [X Link](https://x.com/FishtownCap/status/2008543613584593230) 2026-01-06T14:18Z [----] followers, [----] engagements "$AER AerCap Issuing $900m of [----] debt at 4.125% and $850m [----] at 4.75%. Impressive stuff. https://archive.fast-edgar.com/20260106/AV2ZK222Z222I2Z2222F224ZR3LMZK62BV82/ https://archive.fast-edgar.com/20260106/AV2ZK222Z222I2Z2222F224ZR3LMZK62BV82/" [X Link](https://x.com/FishtownCap/status/2008995328356438249) 2026-01-07T20:13Z [----] followers, [----] engagements "@taobanker Why not $GPN over $PYPL" [X Link](https://x.com/FishtownCap/status/2010362394887831668) 2026-01-11T14:45Z [----] followers, [----] engagements "It's 2.9x levered before the acquisition. They floated 2-9 year debt for the acquisition and look at the rates Bond market does not look concerned. Tax loss selling and frustrated shareholders from [--] years of declines in a hated sector that includes $PYPL and $FISV which dropped 75% last year. https://twitter.com/i/web/status/2010503122251026936 https://twitter.com/i/web/status/2010503122251026936" [X Link](https://x.com/FishtownCap/status/2010503122251026936) 2026-01-12T00:04Z [----] followers, [---] engagements "$WLFC Willis Lease More reasonable valuation now versus $AER a lot more vs. $FTAI. Engines demand still extreme ending the money losing SAF biz using deals with Blackstone and Liberty Mutual $ to pivot to a asset-light service model. I see material upside to $15/share FY26 estimates (and it's less than 11x anyhow) and possible re-rate. A 15x multiple on $20 FY26 EPS = $300 stock. https://seekingalpha.com/article/4859382-willis-lease-finance-shift-to-asset-light-model-should-drive-shares-higher" [X Link](https://x.com/FishtownCap/status/2011447287415701702) 2026-01-14T14:36Z [----] followers, [----] engagements "$WLFC Willis Lease Infinite money glitch sell your engines into a JV and have your cash = market cap. Looking at their P&L taking Q3 annualizing normalizing tax rate and one-time expenses I get $5 in EPS more if the maintenance writedowns stop. With the growth they could do $25/share EPS in [----]. @FishtownCap @blondesnmoney @PhilTimyan Agree. $WLFC making moves like $FTAI w/ Blackstone and Liberty. What if they sell their engine portfolio into these entities book the $800M gain and then charge a management fee to manage it Remember the market cap of $WLFC only just crossed $1B. Value vs Poor" [X Link](https://x.com/FishtownCap/status/2011807275971756407) 2026-01-15T14:26Z [----] followers, [----] engagements "@Distressed_DIP @iDanielTran EV/EBITDA based on their $1.5 billion guide is 20x. This again is not cheap. It's very expensive. When does growth level off I'm very bullish on the sector but this valuation looks extreme. They're worth more than $AER right now" [X Link](https://x.com/FishtownCap/status/2011847816843575750) 2026-01-15T17:07Z [----] followers, [---] engagements "@JerryCap PREACH Also funny is $PYPL has a multiple 2x $GPN. Should be reversed" [X Link](https://x.com/FishtownCap/status/2012139341561393632) 2026-01-16T12:26Z [----] followers, [---] engagements "@bobspaysubstack @nachunja @navendu_c *put up numbers and repurchase shares hand over first. The P/FCF number on $GPN in particular is so low they can start taking out 3-4% of the shares PER QUARTER" [X Link](https://x.com/FishtownCap/status/2012209577501008057) 2026-01-16T17:05Z [----] followers, [---] engagements "@MadisonLackey44 All depends on what timeframe youre looking at Im [----] and since [----] Yes Since the start of [----] vs $AER $AL and $FTAI its underperformed by a massive amount" [X Link](https://x.com/FishtownCap/status/2012587379899453935) 2026-01-17T18:06Z [----] followers, [---] engagements "@siyul @RyeNotBerben Still long and strong on $UNFI" [X Link](https://x.com/FishtownCap/status/2016188503617319077) 2026-01-27T16:36Z [----] followers, [---] engagements "Berkshire Hathaway $BRK BRK.B [--] year return - 0% Performance matters as does Valuation. When you former is iffy and the later is too high youre going to have a bad time. Maybe approaching where they restart buybacks but if underwriting mean reverts it could go lower" [X Link](https://x.com/FishtownCap/status/2016382223948157342) 2026-01-28T05:25Z [----] followers, [----] engagements "@marginofdanger I'm going by what I read in the transcript so no" [X Link](https://x.com/FishtownCap/status/2017264746622287878) 2026-01-30T15:52Z [----] followers, [---] engagements "@CasinoCapital @ReturnsJourney You gents look at $FISV or $GPN" [X Link](https://x.com/FishtownCap/status/2017763879216959686) 2026-02-01T00:56Z [----] followers, [---] engagements "@bobspaysubstack I guess I don't really understand what core $PYPL is needed for. I'm probably not shopping anywhere online I wouldn't trust with a credit card in the first place. You don't even need Paypal on eBay anymore" [X Link](https://x.com/FishtownCap/status/2018778754970181704) 2026-02-03T20:08Z [----] followers, [----] engagements "@MadisonLackey44 I don't get it. Time to ignore it and check in on it in [--] days" [X Link](https://x.com/FishtownCap/status/2019157268974170332) 2026-02-04T21:13Z [----] followers, [--] engagements "@BadInvestr Been doing this a while. When one company drops hard on prerty good results the rest usually do too. Amazon hadnt really moved too much from the $MSFT drop so it didnt get priced in" [X Link](https://x.com/FishtownCap/status/2019538136313856470) 2026-02-05T22:26Z [----] followers, [--] engagements "@CaptainRoyen You could be right but man its going to look ugly for a while" [X Link](https://x.com/FishtownCap/status/2019573306366783848) 2026-02-06T00:46Z [----] followers, [---] engagements "@adibmoti @CapitalObserver Im not interested in any of these other than $CI. Theyre not nearly cheap enough for the risk. The all did earnings of at least $x thing this year and then kept walking them down" [X Link](https://x.com/FishtownCap/status/2019576472827228534) 2026-02-06T00:58Z [----] followers, [--] engagements "@rbptechnology Except there are no real terminal risk concerns with HRB. WU has lost 20% of revenue and 30% of gross profit since [----]. HRB has grown revenue and gross profit 20% since then and grown EPS 150% with buybacks" [X Link](https://x.com/FishtownCap/status/2019592066595188823) 2026-02-06T02:00Z [----] followers, [---] engagements "$AER $FTAI $WLFC AerCap indicated they are looking into the datacenter engine power conversion. Wants to make sure it's durable. Would participate directly (doing the conversions) or by selling the engines. Notes they have more engines than anyone in the world. AerCap $AER solid beat at $3.95 which including costs due to Spirit. [----] Core Earnings Guide: We started [----] at "8.50-9.50" which got walked up to $11 last quarter and finished at $11.42. FY26 guide started at $12-13 (+$1.8/share per their slide.) They'll walk this up [--] https://t.co/bbIIDgAjnp AerCap $AER solid beat at $3.95 which" [X Link](https://x.com/FishtownCap/status/2019776681133649939) 2026-02-06T14:14Z [----] followers, [----] engagements "@MadisonLackey44 Disgusting price action. No idea where the bottom is but think it's way higher a year from now" [X Link](https://x.com/FishtownCap/status/2019838918674510283) 2026-02-06T18:21Z [----] followers, [--] engagements "Its amazing. Amazons track record of pioneering new business is unparalleled. But folks have decided $200 billion in CapEx is too much negative FCF matters in the short term (it doesnt) and other of the other brain farts about why this is a bad move. UBS has them doing $14/share EPS in [----]. https://twitter.com/i/web/status/2020571378840207406 https://twitter.com/i/web/status/2020571378840207406" [X Link](https://x.com/FishtownCap/status/2020571378840207406) 2026-02-08T18:52Z [----] followers, [---] engagements "@PassDiv I think this is a bad way to think about partial ownership in a business. You want them to forgo high profitable reinvestment in the business to buy back stock or pay a dividend Why Where would Amazon be if they did this a decade ago" [X Link](https://x.com/FishtownCap/status/2020581326340899286) 2026-02-08T19:31Z [----] followers, [---] engagements "@PassDiv Sure. Those are income investors. This is a growth stock" [X Link](https://x.com/FishtownCap/status/2020657399120683508) 2026-02-09T00:34Z [----] followers, [--] engagements "@PassDiv $NVDA certainly. $META repurchased nothing in Q4 $GOOG was way down. Neither of these two will repurchase much in [----] unless they fund it thru debt issuance" [X Link](https://x.com/FishtownCap/status/2020663104057544857) 2026-02-09T00:56Z [----] followers, [---] engagements "@siyul Well trust and understanding the business you run. This was a lot of consecutive misses in guidance for $MOH" [X Link](https://x.com/FishtownCap/status/2020906449589698726) 2026-02-09T17:03Z [----] followers, [---] engagements "@Alvinsmom42 @Stockspy1 Your BD shares. What brokerage do you use I haven't seen mine yet" [X Link](https://x.com/FishtownCap/status/2021243444929126555) 2026-02-10T15:22Z [----] followers, [--] engagements "I think there's a technical dump in $WAT shares coming even after falling 13% yesterday. Downgrades across the board today on weak results but still not cheaper than $TMO or competitors. Shares will get distributed to former $BDX shareholders in the next few days and probably get sold regardless. The distributed shares need to get sold by all equal weight funds and any funds with dividend requirement. Not sure who's waiting to buy these shares. https://twitter.com/i/web/status/2021245290771001467 https://twitter.com/i/web/status/2021245290771001467" [X Link](https://x.com/FishtownCap/status/2021245290771001467) 2026-02-10T15:30Z [----] followers, [---] engagements "@Geiger_Capital The issue is that they just farm the "work" out to NGO's and it costs 10x as much. I'm not sure how relevant this is with regard to spending anymore" [X Link](https://x.com/FishtownCap/status/2021600783620333701) 2026-02-11T15:02Z [----] followers, [----] engagements "@risk_chief Unreal isn't it $INTU getting hit worse" [X Link](https://x.com/FishtownCap/status/2021612067132706943) 2026-02-11T15:47Z [----] followers, [---] engagements "@SayNoToTrading Bro stop using logic youre getting in the way of narrative. I think this is the silliest AI use case https://x.com/FishtownCap/status/2018812327672332521 $HRB H&R Block. Short call no change in strategy reiterate guide for FY26. Revenue decent growth YoY for the "off" quarters. Regarding the AI "threat". They mentioned that a large percentage of time spent in tax prep is Data Entry. How does AI ever "solve" this Tax software https://t.co/NWGUjEe3z2 https://x.com/FishtownCap/status/2018812327672332521 $HRB H&R Block. Short call no change in strategy reiterate guide for FY26." [X Link](https://x.com/FishtownCap/status/2021906635971866639) 2026-02-12T11:18Z [----] followers, [---] engagements "@100xCompounding I dont think this is the issue. Investors are as impatient as ever and FPHs holdings happen to all be in a state thats a fiscal basket case. I think if you replicated this in Florida it would be worth 3x as much today" [X Link](https://x.com/FishtownCap/status/2021936185766293545) 2026-02-12T13:15Z [----] followers, [---] engagements "@100xCompounding Look at the valuation difference and the performance between the two. That's my point. That said you can look at $JOE for a "what could go right" story here. languished for a long time and now look at it" [X Link](https://x.com/FishtownCap/status/2021959110535807016) 2026-02-12T14:46Z [----] followers, [--] engagements "@100xCompounding I think what JOE is doing has worked out pretty well for it. Would I touch at the current valuation No. But the "friendly jurisdiction" that people are migrating to versus the dumpster fire people are leaving matters when you need a 10+ year outlook right" [X Link](https://x.com/FishtownCap/status/2021960832310292483) 2026-02-12T14:53Z [----] followers, [--] engagements "@MarceloLima Spot on. I don't understand what justification there is with $WMT and $COST near 50x with $AMZN now trading at half that" [X Link](https://x.com/FishtownCap/status/2022067970521141404) 2026-02-12T21:59Z [----] followers, [----] engagements "@Reignots @pernasresearch How do you control this without handing the lead to China or someone else Very hard to keep things like this bottled up. Impossible actually" [X Link](https://x.com/FishtownCap/status/2022423183480283568) 2026-02-13T21:30Z [----] followers, [--] engagements "Berkshire Hathaway $BRK $BRKA $BRKB initial takes Insurance underwriting holding up well GEICO still doing very well. Industrial segment led by PCC earnings rebound but theres an insurance payment from a fire in Q2 results [--] months numbers more relevant Pilot is a *disaster* down 40% YoY. Its a $400m earner after tax they paid $14B for. Otherwise broad strength in service/retail/manufacturing The miss in Other was FX losses adjusting for this and results are mildly above last year. Good results one of the better ones Ive seen at first glance." [X Link](https://x.com/FishtownCap/status/1951622601433866616) 2025-08-02T12:34Z [----] followers, [----] engagements "$ET Purchased a slug of Jan2027 $17 calls for $1. They may win they may not but I don't think they're priced correctly. With the current guide they'll pay for $4.5 out of the $5.5 in CapEx right from cash flow. Sentiment could easily shift back to this group in [--] weeks. $ET Energy Transfer That's a big jump in Adjusted EBITDA from the $16B (or slightly under) from this year especially since they entered into a bunch of longer term agreements this year (which hurt near term numbers.) This is before Warrior/Hugh Brinson comes online and a lot https://t.co/5GhO6FVIFC $ET Energy Transfer That's" [X Link](https://x.com/FishtownCap/status/2008656136367403201) 2026-01-06T21:45Z [----] followers, [----] engagements "$GPN Global Payments back to flat on a day where CC value chain getting smoked. Short of a market meltdown I think it goes way higher from here. $GPN closed WPAY well ahead of sched. Should force sellside to UW the $20+ of EPS in [----] & byond. the fact it closed [--] days into '26 is very +'ve as they're actually executing (a change from past). Real FCF/shr $13 in '26 $15 in '27 $20+ in '28 6x '26 growing fcf/shr 20% $GPN closed WPAY well ahead of sched. Should force sellside to UW the $20+ of EPS in [----] & byond. the fact it closed [--] days into '26 is very +'ve as they're actually executing (a" [X Link](https://x.com/FishtownCap/status/2010754115207561423) 2026-01-12T16:41Z [----] followers, [----] engagements "$ET Energy Transfer Still think these calls are mispriced. These may win or lose. At $1.50 they're [--] cents in the money. That's a lot of potential upside to capture in a year for [--] cents especially since the winter just changed and natty market might be tighter for a while1. $ET Purchased a slug of Jan2027 $17 calls for $1. They may win they may not but I don't think they're priced correctly. With the current guide they'll pay for $4.5 out of the $5.5 in CapEx right from cash flow. Sentiment could easily shift back to this group in [--] weeks. $ET Purchased a slug of Jan2027 $17 calls for $1." [X Link](https://x.com/FishtownCap/status/2014350100605079799) 2026-01-22T14:51Z [----] followers, [----] engagements "OneOK $OKE Why shouldn't this re-rate back to high teen's like the rest of its peer group The peer group $KMI $WMB $TRGP $TRP $ENB is on average above where it was this time last year $OKE still -25%. Still long here" [X Link](https://x.com/FishtownCap/status/2015780041007775880) 2026-01-26T13:33Z [----] followers, [----] engagements "$UNH UnitedHealth At $295 it's 16x FY26 estimates of $17.75 & has PBM risk. $CI Cigna also a PBM but trades at 9x and not reliant on government. Was long $CNC $ELV last year. They've all rerated to low/mid teens vs high single digits. Not interested at these prices. @FishtownCap @RyeNotBerben Guessing youre not a buyer of $UNH after the sharp sell-off @FishtownCap @RyeNotBerben Guessing youre not a buyer of $UNH after the sharp sell-off" [X Link](https://x.com/FishtownCap/status/2016149081752543514) 2026-01-27T13:59Z [----] followers, [----] engagements "Anyone have thoughts on why RV maker Thor $THO is at/near a [--] week high $PII down 7% on margin pressures I'd imagine Thor has similar ones. $CWH still struggling. Oversupplied pricey market for RV's" [X Link](https://x.com/FishtownCap/status/2016226395853377729) 2026-01-27T19:06Z [----] followers, [----] engagements "$T AT&T more interesting here at $23.5 vs $28 Guide to $2B/quarter repurchase [--] EPS at $2.30 (10x) with double digit growth FCF $18B in [----] $19B+ in [----] and $21B+ in [----]. Always a risk they buy something else but this +5% div looking better than tbills. I like it here $T Earnings: - Revenues of $33.5 billion - Diluted EPS of $0.53 versus $0.56 in the year-ago quarter; adjusted EPS of $0.52 versus $0.43 in the year-ago quarter - Operating income of $5.8 billion; adjusted operating income of $6.1 billion - Net income of $4.2 billion; adjusted https://t.co/iRKwTi4cXb $T Earnings: - Revenues" [X Link](https://x.com/FishtownCap/status/2016493815935459642) 2026-01-28T12:49Z [----] followers, [----] engagements "$AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems sound so this is almost certainly the bottom go ahead and buy. I'm long $AMZN now in AH. Getting serious about OpEx and we may see some serious operating leverage in action. Trainium2 AWS advertising etc. I think there's a lot of upside to their EPS estimates. https://t.co/9U5z4uAC6k I'm long $AMZN now in AH. Getting serious about OpEx and we may see some serious operating leverage in action." [X Link](https://x.com/FishtownCap/status/2016907538210468015) 2026-01-29T16:13Z [----] followers, 14.3K engagements "@justfactstruth Tell them to buy $WLFC. Easy win for both companies" [X Link](https://x.com/FishtownCap/status/2017061839247421485) 2026-01-30T02:26Z [----] followers, [----] engagements "$GPN Greenlight Capital long Global Payments. Similar thesis to me. $V Payments volume grew 8% year-over-year in constant dollars $MA up 11%. I hope we see a $VZ up 10% type day here in a few weeks. https://imonkey-files.s3-us-west-1.amazonaws.com/2025-24-Greenlight%20Qlet.pdf https://imonkey-files.s3-us-west-1.amazonaws.com/2025-24-Greenlight%20Qlet.pdf" [X Link](https://x.com/FishtownCap/status/2017294296081223978) 2026-01-30T17:50Z [----] followers, [----] engagements "@compound248 @leevalueroach Exactly. $FISV and $GPN are both cheaper and more durable that Paypal IMO. Who even uses the core Paypal anymore outside Germany where it's apparently popular" [X Link](https://x.com/FishtownCap/status/2018751674169598262) 2026-02-03T18:21Z [----] followers, [---] engagements "$EPD Enterprise and implications for Energy Transfer $ET This is a massive ramp into [----] for EPD and ET may be similar. They have many projects coming online now-1H27. Huge Brinson alone is a $5-600m/year pipe. After [--] it's Desert SW and Dakota North. They'll find other projects but we may see a step down into the $4B growth CapEx range. https://twitter.com/i/web/status/2018780426920137153 https://twitter.com/i/web/status/2018780426920137153" [X Link](https://x.com/FishtownCap/status/2018780426920137153) 2026-02-03T20:15Z [----] followers, [----] engagements "$HRB H&R Block If the narrative is that out of control expenses from the new CEO is the reason the company has fallen from $52 to $37 it's not showing up in the numbers. "Other Wages" down YoY. looks like they're tightening the belt in the home office. Field wages SHOULD be up. Reiterated EBITDA guide which I think they smash. Will report back after the call with a helpful diagram on how I view the AI risk https://twitter.com/i/web/status/2018795878014730403 https://twitter.com/i/web/status/2018795878014730403" [X Link](https://x.com/FishtownCap/status/2018795878014730403) 2026-02-03T21:16Z [----] followers, [----] engagements "@Aesculapius1898 @compound248 @leevalueroach Discuss like an adult open yourself to the possibility that many of us know what TF we're doing. Yes $PYPL the least levered. I think its business is most at risk of disruption and it had a higher far multiple that $FISV and $GPN. I think they all can do OK from this level" [X Link](https://x.com/FishtownCap/status/2018796405658390875) 2026-02-03T21:19Z [----] followers, [---] engagements "$HRB H&R Block. Short call no change in strategy reiterate guide for FY26. Revenue decent growth YoY for the "off" quarters. Regarding the AI "threat". They mentioned that a large percentage of time spent in tax prep is Data Entry. How does AI ever "solve" this Tax software is already prompt-based and HRB already incorporating AI to "double check" things. We're worried about the customer who is going to [--]. Gather all of their sensitive documentation on their computer. [--]. Upload all their docs containing their SSN and financial info into an LLM. [--]. Hope the LLM asks all the right questions" [X Link](https://x.com/FishtownCap/status/2018812327672332521) 2026-02-03T22:22Z [----] followers, [----] engagements "@ZZZBBB12345 @horse__dragon Something to be said for this. I use the $HRB thick client software I pay $50/year and I'd only consider it or Turbotax. Not worth my time to find someone else. Other companies siphoning off the 1040EZ types is not a big impact to HRB" [X Link](https://x.com/FishtownCap/status/2018837636690145690) 2026-02-04T00:02Z [----] followers, [---] engagements "Last $HRB post I promise. Sitting here pouring over the numbers to decide if I want to override my own rule and add to a position that's gone in reverse. 6m ended Dec24 vs. 6m ended Dec23 Revenue +$10m Opex +$57m Net Loss YoY was unfavorable by $63m (higher tax rate.) After the full year ended Jun25 $HRB was revenue +150m expenses +128m taxes +8m net income +11m. This year 6m ended Dec25 vs. 6m ended Dec24 Rev +30m Opex +$14m Net loss is favorable $7m vs. PY The trend here improved 70m YoY and they did still grow NI last year. I see more tailwinds this year from higher NAC (OBBBA) than last." [X Link](https://x.com/FishtownCap/status/2018845786646159469) 2026-02-04T00:35Z [----] followers, [----] engagements "Is $FTAI (40x FY26 estimates) about to buy out $WLFC (14x FY26 Estimates about 9x my estimates) They usually trade somewhat together. @justfactstruth Tell them to buy $WLFC. Easy win for both companies. @justfactstruth Tell them to buy $WLFC. Easy win for both companies" [X Link](https://x.com/FishtownCap/status/2019095413626699875) 2026-02-04T17:07Z [----] followers, [----] engagements "$ALL Allstate Geez another $15 EPS quarter for a $200 stock. $34+ EPS this year. Stock still rangebound but this level of earnings is derisking it. 📊 $ALL Q4 EARNINGS -0.02% ✅ Earnings Beat Adj. EPS: $14.31 YoY: 86.57% (from $7.67) ❌ Revenue Miss Sales: $14.57B YoY: 5.92% (from $13.76B) 📊 $ALL Q4 EARNINGS -0.02% ✅ Earnings Beat Adj. EPS: $14.31 YoY: 86.57% (from $7.67) ❌ Revenue Miss Sales: $14.57B YoY: 5.92% (from $13.76B)" [X Link](https://x.com/FishtownCap/status/2019162498872508663) 2026-02-04T21:33Z [----] followers, [----] engagements "$UGI Corp Down marginally versus prior year despite colder weather. I was expecting stronger after $NJR release. Still very cheap. Might give back some of the run from October. $UGI UGI Reports First Quarter Results https://t.co/qJbRe739Bv $UGI UGI Reports First Quarter Results https://t.co/qJbRe739Bv" [X Link](https://x.com/FishtownCap/status/2019169325735698447) 2026-02-04T22:00Z [----] followers, [----] engagements "$HRB H&R Block Putting money where my mouth is long Aug $35 Calls at $2.75. We're back to [----] valuation on vibes. Personal taxes is an weak AI use case. We have cheap SW to do the calcs gathering and inputting the data is the work 5% dividend and buyback 10% of outstanding shares at this valuation. Silly. Last $HRB post I promise. Sitting here pouring over the numbers to decide if I want to override my own rule and add to a position that's gone in reverse. 6m ended Dec24 vs. 6m ended Dec23 Revenue +$10m Opex +$57m Net Loss YoY was unfavorable by $63m (higher tax rate.) After Last $HRB post I" [X Link](https://x.com/FishtownCap/status/2019493297761530248) 2026-02-05T19:28Z [----] followers, [----] engagements "OOOF $AMZN $AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems sound so this is almost certainly the bottom go ahead and buy. $AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems sound so this is almost certainly the bottom go ahead and buy" [X Link](https://x.com/FishtownCap/status/2019518025918251204) 2026-02-05T21:06Z [----] followers, [----] engagements "Back long $AMZN at $200. Will likely sell calls against it tomorrow. Probably will buy $MSFT too. I think this move is overdone $AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems sound so this is almost certainly the bottom go ahead and buy. $AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems" [X Link](https://x.com/FishtownCap/status/2019539424804294934) 2026-02-05T22:31Z [----] followers, 10.1K engagements "$AMZN Amazon At $200 its a forward P/E of 25x. For a company that used to trade at ♾ P/E because it was growing and cementing itself into everything. Its still investing in AWS one of the best businesses on the planet where growth is accelerating from a huge base while simultaneously having a core retail biz that stands to benefit from AI automation etc. But the CapEx is suddenly now bearish Why Wed rather them buy back shares or something Sometimes the market just loses its mind and sees everything as bearish. If CapEx came into at $100B shares would have dropped because out of growth or" [X Link](https://x.com/FishtownCap/status/2019596678941069479) 2026-02-06T02:19Z [----] followers, 40.8K engagements "AerCap $AER solid beat at $3.95 which including costs due to Spirit. [----] Core Earnings Guide: We started [----] at "8.50-9.50" which got walked up to $11 last quarter and finished at $11.42. FY26 guide started at $12-13 (+$1.8/share per their slide.) They'll walk this up [--] cents/quarter so likely $14.5-15 plus another $4+ in gain on sale. $WLFC read-thru Shannon Engine JV up 90% YoY. Forward P/E [---] debt to equity [----] vs. [----] last year. RoE 14% net spread 8%. still cheap https://twitter.com/i/web/status/2019753269711487139 https://twitter.com/i/web/status/2019753269711487139" [X Link](https://x.com/FishtownCap/status/2019753269711487139) 2026-02-06T12:41Z [----] followers, [----] engagements "@BluthCapital Numbers below. Theyll do $19 in EPS this year. Under promising is part of the strategy when repurchasing shares. He does a nice job every earnings call emphasizing long term value without pumping shares too much. https://x.com/FishtownCap/status/2019753269711487139 AerCap $AER solid beat at $3.95 which including costs due to Spirit. [----] Core Earnings Guide: We started [----] at "8.50-9.50" which got walked up to $11 last quarter and finished at $11.42. FY26 guide started at $12-13 (+$1.8/share per their slide.) They'll walk this up [--] https://t.co/bbIIDgAjnp" [X Link](https://x.com/FishtownCap/status/2020326833275957382) 2026-02-08T02:40Z [----] followers, [----] engagements "$AMZN This sentiment is a big reason why it sold off. Ignore that its an [--] bagger over [--] years measure from an arbitrary [--] year period. No discussion of biz growth moat or valuation. Just stock flat and capex so sell. @samsolid57 Amazon is the most overrated stock in the market. Ive owned it for seven years. The last [--] years the S&P has clobbered it. They can put up all the great numbers in the world but the stock wont keep up to S&P or QQQ. @samsolid57 Amazon is the most overrated stock in the market. Ive owned it for seven years. The last [--] years the S&P has clobbered it. They can put up" [X Link](https://x.com/FishtownCap/status/2020532925314273679) 2026-02-08T16:19Z [----] followers, 28.2K engagements "$WLFC Willis Lease is collaborating with CFM International to launch a program to extend the life of CFM56-5B + CFM56-7B engines by restoring core components instead of fully disassembling engines. Moving to a more service based model. I still have them at $25-30 EPS in FY26" [X Link](https://x.com/FishtownCap/status/2020955423654936584) 2026-02-09T20:18Z [----] followers, [----] engagements "$FISV I think $8 is pretty good for a reset year. Thought they could guide lower than that. [--] P/E probably rally today even with it down pre market $FISV Fiserv hat seine Q4-Zahlen vorgelegt Umsatz von $5284 Mrd. bertrifft die Erwartungen von $49 Mrd. Gewinn je Aktie von $199 bertrifft die Erwartungen von $190 Ausblick FY2026: Organisches Umsatzwachstum zwischen 1-3% Gewinn je Aktie zwischen $800-830 $FISV Fiserv hat seine Q4-Zahlen vorgelegt Umsatz von $5284 Mrd. bertrifft die Erwartungen von $49 Mrd. Gewinn je Aktie von $199 bertrifft die Erwartungen von $190 Ausblick FY2026: Organisches" [X Link](https://x.com/FishtownCap/status/2021197001812214143) 2026-02-10T12:18Z [----] followers, [----] engagements "@Stockspy1 Waters transaction my friend. you'll get shares of $WAT soon" [X Link](https://x.com/FishtownCap/status/2021238180809155025) 2026-02-10T15:01Z [----] followers, [--] engagements "@iBladesi As silly as me owning $ALL under $200 after just earning $35/share least year I suppose" [X Link](https://x.com/FishtownCap/status/2021258822908576054) 2026-02-10T16:23Z [----] followers, [---] engagements "@LAEQTY @BluthCapital Shannon Engine JV up 84% YoY $FTAI's turning these into data center powerplants now. Agree on management. I see some more tailwinds here and I don't think they'd give that guide without line of sight into a few dollars more" [X Link](https://x.com/FishtownCap/status/2021307538650570783) 2026-02-10T19:37Z [----] followers, [---] engagements "@BubbleBeta @CapitalObserver @retaox and it was -10% [--] weeks ago. Let me know where you predicted the AI panic where anything related to software including $INTU -50% $TEAM -75% $CRM -45% etc" [X Link](https://x.com/FishtownCap/status/2021635501011419402) 2026-02-11T17:20Z [----] followers, [---] engagements "$ET Energy Transfer reports next week. Crude up 10% and + a major cold snap since ET FY26 guidance on 1/6. There is a country mile in valuation gap between ET (8x) and $EPD (11x) $KMI (13.5x) $WMB (17x) Even $OKE now 11x. AI taking over $ET is investing primarily in natty $ET Purchased a slug of Jan2027 $17 calls for $1. They may win they may not but I don't think they're priced correctly. With the current guide they'll pay for $4.5 out of the $5.5 in CapEx right from cash flow. Sentiment could easily shift back to this group in [--] weeks. $ET Purchased a slug of Jan2027 $17 calls for $1. They" [X Link](https://x.com/FishtownCap/status/2021651503585317232) 2026-02-11T18:24Z [----] followers, [----] engagements "@jhurt__ @risk_chief How does the data entry piece go away" [X Link](https://x.com/FishtownCap/status/2021946225025757199) 2026-02-12T13:55Z [----] followers, [--] engagements "Willis Lease Finance Launches In-House Engine Module Restoration Capability Willis Module Shop $WLFC $FTAI Willis now doing module restoration $AER looking at engine conversions. Good luck $FTAI at 40x https://finance.yahoo.com/news/willis-lease-finance-corporation-launches-133000678.html Is $FTAI (40x FY26 estimates) about to buy out $WLFC (14x FY26 Estimates about 9x my estimates) They usually trade somewhat together. https://t.co/yLV5NBos5R https://finance.yahoo.com/news/willis-lease-finance-corporation-launches-133000678.html Is $FTAI (40x FY26 estimates) about to buy out $WLFC (14x FY26" [X Link](https://x.com/FishtownCap/status/2021946839889854613) 2026-02-12T13:57Z [----] followers, [----] engagements "Right now I'd agree. The narrative is going to be the narrative for a while. $INTU cut in half $CBZ down 70%. I generally pound the table when I see a near term catalyst and right now there really isn't one I'll admit. But I've heard "AI Taxes" for years now. It's just not an AI use case to me. https://twitter.com/i/web/status/2022311175371821274 https://twitter.com/i/web/status/2022311175371821274" [X Link](https://x.com/FishtownCap/status/2022311175371821274) 2026-02-13T14:05Z [----] followers, [--] engagements "@pernasresearch @Reignots Indeed it is. I'm not sure how good it would be the narrative would switch to "China gonna beat us" and everything might plummet" [X Link](https://x.com/FishtownCap/status/2022417251778073051) 2026-02-13T21:07Z [----] followers, [---] engagements "@okieinvestor Not sure but these are nearly all from Bangladesh and India and were going to get to turn off things by country soon" [X Link](https://x.com/FishtownCap/status/2022506395007094980) 2026-02-14T03:01Z [----] followers, [---] engagements "Molina $MOH -30%. This is nasty price action Q4 Loss $5 [----] guide. I wouldn't touch any of these stocks outside $CI. $UNH UnitedHealth At $295 it's 16x FY26 estimates of $17.75 & has PBM risk. $CI Cigna also a PBM but trades at 9x and not reliant on government. Was long $CNC $ELV last year. They've all rerated to low/mid teens vs high single digits. Not interested at these prices. $UNH UnitedHealth At $295 it's 16x FY26 estimates of $17.75 & has PBM risk. $CI Cigna also a PBM but trades at 9x and not reliant on government. Was long $CNC $ELV last year. They've all rerated to low/mid teens vs" [X Link](https://x.com/FishtownCap/status/2019523555621482988) 2026-02-05T21:28Z [----] followers, 10.3K engagements "@CapitalObserver $CNC down to $35. it almost looks like a short still" [X Link](https://x.com/FishtownCap/status/2019527795882229949) 2026-02-05T21:45Z [----] followers, [---] engagements "I think software stocks are about to rip. Will delete if wrong. 😀" [X Link](https://x.com/FishtownCap/status/2022351728776249604) 2026-02-13T16:46Z [----] followers, [----] engagements "Theres a significant lag between CapEx spend and revenue generation. Data centers dont build overnight. Im unclear of what maintenance expense would be. Its a low amount for data centers. I think were assigning a narrative to stock price action here. All of a sudden were acting like the folks running Google Amazon and MIcrosoft are idiots. https://twitter.com/i/web/status/2023072897070203104 https://twitter.com/i/web/status/2023072897070203104" [X Link](https://x.com/FishtownCap/status/2023072897070203104) 2026-02-15T16:32Z [----] followers, [--] engagements "$BRK buying probably shouldn't be a reason for a stock to go up anymore. $KHC $OXY $CB $SIRI $UNH Buffett stake Rumors Buffett has taken a stake in $UNH SI https://t.co/ObyJFV8V65 $UNH Buffett stake Rumors Buffett has taken a stake in $UNH SI https://t.co/ObyJFV8V65" [X Link](https://x.com/FishtownCap/status/1952774105544937858) 2025-08-05T16:50Z [----] followers, [----] engagements "@StockJabber @DeepSailCapital This trend has been in place for a while now more than half of engagement rings have lab grown diamonds. Why is $SIG a loser from this They're not mining the diamonds. If anything diamonds being more affordable probably lets them increase margins" [X Link](https://x.com/FishtownCap/status/1952776903409987922) 2025-08-05T17:01Z [----] followers, [---] engagements "@MadisonLackey44 I've learn to avoid non-growing businesses that are optically cheap but carry a lot of debt. This $OGN lots of names like this look great but can get chopped in half very quickly when business results miss expectations" [X Link](https://x.com/FishtownCap/status/1952777337105166407) 2025-08-05T17:02Z [----] followers, [---] engagements "@violacapital @kingdomcapadv @crowdturtle @MilhemGroup Fair enough - maybe need to kick the tires again here" [X Link](https://x.com/FishtownCap/status/1952818984719663592) 2025-08-05T19:48Z [----] followers, [---] engagements "@kingdomcapadv @violacapital @crowdturtle @MilhemGroup They're going to buy back $75m in shares. for a company doing $100m+ OCF per quarter. So we needed a debt offering to grab [--] months worth of cash for buybacks In this stupid market it probably goes up 10% on this news but this is bush league stuff" [X Link](https://x.com/FishtownCap/status/1952845251019981192) 2025-08-05T21:32Z [----] followers, [---] engagements "@Bullstkpicks @violacapital @kingdomcapadv @crowdturtle @MilhemGroup They're increasing leverage to buy back shares. Can it work Yes. Is it aggressive can it backfire Also yes. There's no such thing as a free lunch" [X Link](https://x.com/FishtownCap/status/1952848715774915071) 2025-08-05T21:46Z [----] followers, [---] engagements "@Bullstkpicks @violacapital @kingdomcapadv @crowdturtle @MilhemGroup Ok so why doesnt every company do this if its so super shareholder friendly and like totally bullish Who are the idiots on the other side of the trade" [X Link](https://x.com/FishtownCap/status/1952867434169540956) 2025-08-05T23:00Z [----] followers, [---] engagements "Have been kicking the tires on $CROX for a while but never pulled the trigger because Im dumb money in fashion. Solid quarter to guiding to an 11% sequential revenue drop Oof $CROX Crocs reports Q2 EPS $4.23 consensus $4.02 -- Q2 revenue $1.15B consensus $1.14B. -- Sees Q3 revenue down 9%-11% y/y $CROX Crocs reports Q2 EPS $4.23 consensus $4.02 -- Q2 revenue $1.15B consensus $1.14B. -- Sees Q3 revenue down 9%-11% y/y" [X Link](https://x.com/FishtownCap/status/1953419053399171550) 2025-08-07T11:32Z [----] followers, [----] engagements "@JamesHMackay They're certainly the biggest and very diverse but $CI and $ELV also buyback back shares and much cheaper I personally think $CNC has most upside on a [--] year roadmap. I'm kicking the tires on lots of these now but $UNH is less compelling to me" [X Link](https://x.com/FishtownCap/status/1953540857040159088) 2025-08-07T19:36Z [----] followers, [---] engagements "Finally listened to the Energy Transfer $ET call. Disclosed a 6x EBITDA number for this project. [---] year wait and hopefully they finish on time but $1B/year in EBITDA from this pipe. $ET Energy Transfer A $5.3B pipeline that wasn't even on their proposed project list Remember the guidance for sub $1 billion CapEx from a few years back That was fun. https://t.co/gjkQiPcEaz $ET Energy Transfer A $5.3B pipeline that wasn't even on their proposed project list Remember the guidance for sub $1 billion CapEx from a few years back That was fun. https://t.co/gjkQiPcEaz" [X Link](https://x.com/FishtownCap/status/1953640846924165393) 2025-08-08T02:14Z [----] followers, [----] engagements "Back in $CNC at $25.5. Also long $ELV at [-----] and $CI at $274. 2% positions each. Coffee can positions that I'll try not to pay attention to I think they're all up 30%+ in a year potentially more. Just sold the $CNC shares here at $29.5 - banked a good win and still have the $30 calls for today if it really takes off. Will hope to get back in shares lower. Just sold the $CNC shares here at $29.5 - banked a good win and still have the $30 calls for today if it really takes off. Will hope to get back in shares lower" [X Link](https://x.com/FishtownCap/status/1953850743800102946) 2025-08-08T16:08Z [----] followers, [----] engagements "@Greenbackd Down nearly 10% since last November. Hadn't realized that. $RSP looked weak enough as is" [X Link](https://x.com/FishtownCap/status/1953907315523866750) 2025-08-08T19:53Z [----] followers, [---] engagements "You have to dig around this because of all the noise from the IRS shifting tax deadlines around with Covid. They didnt lose money in [----] and [----] wasnt as strong as reported. They also changed their reporting periods to avoid this (their fiscal used to end April 30; its now June 30th.) NI this year will look weird until they report Tuesday because of tax rate (which is going to drop to almost zero in Q4.)" [X Link](https://x.com/FishtownCap/status/1954533353874759953) 2025-08-10T13:20Z [----] followers, [--] engagements "@The_Pro_Invest It is. 5% EBITDA growth for a 10x multiple company that's returning all the income via share repurchase and dividends is pretty cheap in this market. Dividend yield is getting reasonable too" [X Link](https://x.com/FishtownCap/status/1955376338484990374) 2025-08-12T21:10Z [----] followers, [--] engagements "@The_Pro_Invest It's a good long term purchase here. Dividend yield getting decent too agreed" [X Link](https://x.com/FishtownCap/status/1955697247703773512) 2025-08-13T18:25Z [----] followers, [--] engagements "@rev_cap I'm not sure of that. Democratic approval ratings are at all time lows" [X Link](https://x.com/FishtownCap/status/1956144958312005982) 2025-08-15T00:04Z [----] followers, [---] engagements "@rev_cap Multi decade lows for Democratic approval. This is the party that's sweeping midterms I doubt it. Besides lots of time between now and then this will all change" [X Link](https://x.com/FishtownCap/status/1956145930601947384) 2025-08-15T00:08Z [----] followers, [---] engagements "@valuesci I've poked around at this. You and my other smart friends like @siyul like the name. Anyone do a model where we know they're super profitable Not an expert in this space but it's an interesting idea" [X Link](https://x.com/FishtownCap/status/1956155822767010287) 2025-08-15T00:47Z [----] followers, [---] engagements "@ecommerceshares Panic selling is wild. $CNC - not a small company - went from $58 to $25 on similar issues" [X Link](https://x.com/FishtownCap/status/1956158676923760663) 2025-08-15T00:59Z [----] followers, [---] engagements "@Greenwaterbot11 @redpill_finance @rev_cap Have you looked in the mirror and realized you're a moron Literally nothing - *nothing* about cattle is tariff related. It's a combo of increased demand (steak is healthy)nd grain prices due to dry weather. CATTLE ARE PRODUCED HERE" [X Link](https://x.com/FishtownCap/status/1956160991865065579) 2025-08-15T01:08Z [----] followers, [---] engagements "$FICO I disagree. Its still 45x and Vantagescore is owned by the [--] firms that own all the credit data. What FICO does is pretty trivial at its core. I dont think their moat is worth much and they pushed pricing too far and got a competitor. Just my [--] cents. $FICO lows are in One of the best risk/reward in the market now $FICO lows are in One of the best risk/reward in the market now" [X Link](https://x.com/FishtownCap/status/1957942997649354863) 2025-08-19T23:09Z [----] followers, 49.8K engagements "@MrJulius007 @jefernandez8 You probably have a point. Yes I've interacted with lots of these folks unfortunately. Could get used more for where costs aren't passed on like credit cards with lower limits and things like that. Mortgages maybe not" [X Link](https://x.com/FishtownCap/status/1958136443349389557) 2025-08-20T11:58Z [----] followers, [---] engagements "@Tintincapital I don't think anything happens with $BRK until Warren steps down and they have plenty to fix with their existing businesses. Plus $CSX has run so much it would be another 25x acquisition for a company with shrinking operating income" [X Link](https://x.com/FishtownCap/status/1958151092417482838) 2025-08-20T12:56Z [----] followers, [---] engagements "@ineedsow @KerrisdaleCap Lol. Go read a bullish Tesla or Palantir article many of which are the wet dreams of the most naive investors on the planet and tell me with a straight face they deny sensationism" [X Link](https://x.com/FishtownCap/status/1958279492818043079) 2025-08-20T21:26Z [----] followers, [--] engagements "@pradeeepk @FullySynergized Which if it happens would put them at a mid 30x multiple I'd rather buy $MSFT today if I'm paying up for quality" [X Link](https://x.com/FishtownCap/status/1958861946377101474) 2025-08-22T12:00Z [----] followers, [---] engagements "@pradeeepk @FullySynergized $FICO got a good amount of pushback after the last couple rounds of hikes. Changes won't happen immediately but customers generally don't take a 4-5x cost increase in [--] years and do nothing. That said it could bounce and I wouldn't be short this either" [X Link](https://x.com/FishtownCap/status/1958862926032392386) 2025-08-22T12:04Z [----] followers, [---] engagements "@orrdavid @stoked_on_waves @DaBao_ Agree but what he has bet on has been terrible: $KHC $OXY airlines (sold at Covid lows) puked $WFC out at $25 etc" [X Link](https://x.com/FishtownCap/status/1959206761417547909) 2025-08-23T10:51Z [----] followers, [---] engagements "@orrdavid @DaBao_ @stoked_on_waves I know we disagree on $AER. Its a slow moving industry but Id be bearish on $BA before $AL and $AER Given the money printing around the world Id hardly bet on anything being cheaper [--] years out" [X Link](https://x.com/FishtownCap/status/1959208689878933576) 2025-08-23T10:58Z [----] followers, [---] engagements "Winning trade for sure but small (1% or so) relatively to their market cap. This is his biggest winner in a [--] year time span where the market double. Hes bought nothing besides this really despite a record cash holding. Davids correct and Ive said this before theyre too big to be buying individual stocks and companies anymore" [X Link](https://x.com/FishtownCap/status/1959214179065172113) 2025-08-23T11:20Z [----] followers, [--] engagements "@crowdturtle I guess I personally dont understand the need for the financial alchemy but 🤷🏻♂" [X Link](https://x.com/FishtownCap/status/1959346095332450698) 2025-08-23T20:04Z [----] followers, [---] engagements "@kingdomcapadv @CaptainRoyen @violacapital @UnclePennyBagz3 @crowdturtle I agree. It also will have a negative impact on refinancing existing debt. I don't like gimmicky stuff like this. [--]. Continue streamlining the business [--]. Use the cash to buy back shares and deleverage. It doesn't need to be complex" [X Link](https://x.com/FishtownCap/status/1959993320345579825) 2025-08-25T14:56Z [----] followers, [---] engagements "@MattJMcClintock Haven't looked at $NKE in a bit. surprised it bounced so hard" [X Link](https://x.com/FishtownCap/status/1960681197132021945) 2025-08-27T12:29Z [----] followers, [---] engagements "@TarekAntaki @crowdturtle Right here with you guys (except for $AER which has been on fire.)" [X Link](https://x.com/FishtownCap/status/1961260946741178604) 2025-08-29T02:53Z [----] followers, [--] engagements "@Jon_Costello_ Question Jon (and I only saw the article preview.) How much is the dip in ROE/ROCE just a reflection of $OKE having higher CapEx and a few longer running projects than in 21-23" [X Link](https://x.com/FishtownCap/status/1962881622778220592) 2025-09-02T14:13Z [----] followers, [---] engagements "@Jon_Costello_ Appreciate your thoughts thank you. Numbers could be better next year if they hit their [--] EBITDA target as very few organic projects finishing in [--]. Will see if this is just merger indigestion or deteriorating competitive position (or how much of each.)" [X Link](https://x.com/FishtownCap/status/1962884420982976559) 2025-09-02T14:24Z [----] followers, [--] engagements "@crowdturtle I'd rather see a balanced plan with repurchases and DEleveraging like $MO and others and drive a rerating that way but I'm a lower risk sort of person at this stage in my investing career. and I can't see M&A as a good thing here" [X Link](https://x.com/FishtownCap/status/1963033617132880094) 2025-09-03T00:17Z [----] followers, [---] engagements "Wild part in the CPG carnage is the worst performing co's have deleveraged a lot $KHC $30B debt in [----] - $18.6B $CAG $10.5 debt in [----] - $8B Both cut in half since [----] and not very obvious looking at the P&L's. But big narrative shift from quasi-UTE to vulnerable" [X Link](https://x.com/FishtownCap/status/1963208546088108387) 2025-09-03T11:52Z [----] followers, [----] engagements "@rbptechnology Yes that's the narrative shift I was mentioning. I like $HRL best for the reasons you list but I also think those positives are more than priced in (it's 17x versus 10x for the rest of the group.)" [X Link](https://x.com/FishtownCap/status/1963216537013071938) 2025-09-03T12:24Z [----] followers, [---] engagements "@The_Pro_Invest Generally agree and haven't touched them for this reason but they've absorbed a higher rate environment and this point and are starting to look a little interesting especially if they take another leg down on tax loss selling" [X Link](https://x.com/FishtownCap/status/1963217193807565179) 2025-09-03T12:27Z [----] followers, [--] engagements "$AEO love the story here but. Sales beat by a tiny amount guide to lower GM LSD sales growth no more buyback (&used debt to fund it) Guiding 3Q OpIncome -30m & Q4 OpIncome -20m YoY Doesn't seem like a +25% beat to me. Maybe +5%" [X Link](https://x.com/FishtownCap/status/1963346154638512522) 2025-09-03T20:59Z [----] followers, [----] engagements "@InvestsCletus They beat expectations certainly but they're still guiding down a lot YoY. FY23 Q3+Q4 OpIncome= $270m FY24 Q3+Q4=271m just guided FY25Q3+Q4 to $230m or so" [X Link](https://x.com/FishtownCap/status/1963347293454872815) 2025-09-03T21:04Z [----] followers, [---] engagements "@siyul 😂I'm glad you used the word "satisfactory" because anything stronger than that would surely anger the market gods" [X Link](https://x.com/FishtownCap/status/1963601971069293045) 2025-09-04T13:56Z [----] followers, [---] engagements "Centene $CNC Barclay's analyst who cut the PT looks has [--] years total professional experience per his LinkedIn. His track record is abysmal and he had a Buy on this when it was $60-75. Anyhow I added a few more shares here. https://www.tipranks.com/experts/analysts/andrew-mok-cfa #BARCLAYS analyst Andrew Mok who covers $CNC has the current 3rd biggest #pricetarget movement on AnaChart (04-Sep-2025 (12PM)) by downgrading from $45 to $33 with a decrease in potential upside change from $14.94(49.7%) to $2.94(9.78%) with a rating of Equal-Weight https://t.co/cjwXu8BrUE" [X Link](https://x.com/FishtownCap/status/1963657555072201084) 2025-09-04T17:36Z [----] followers, [----] engagements "@AggieCapitalist $NVDA story isn't about FCF yield it's about revenue durability. Do we think they'll be selling the more GPU's for higher margin [--] years from now or will it mean revert Get that answer right and you make a lot of money" [X Link](https://x.com/FishtownCap/status/1965153281015259145) 2025-09-08T20:40Z [----] followers, [---] engagements "@RogueWayve Similar EVs but Doles ebitda is over 50% higher. Even accounting for minority interests (so maybe 35% higher counting that) its a fairly big gap. Not a HR play but I could see this push back to upper teens after next few quarters when all their cash comes in" [X Link](https://x.com/FishtownCap/status/1965375295332253952) 2025-09-09T11:22Z [----] followers, [--] engagements "@DOMOCAPITAL Who's liquidating shares today Wow" [X Link](https://x.com/FishtownCap/status/1965424192624513029) 2025-09-09T14:36Z [----] followers, [---] engagements "I'm won't share the video of Charlie Kirk but it's heart wrenching. I pray for him and his family. I'm a political nomad but too many on the left celebrate violence cheered the attempt on Trump's life and constantly defend violence if it suits their political ends. You are who you associate with and I know who I'm never supporting again. Enough. Assassination culture is spreading on the left. Forty-eight percent of liberals say it would be at least somewhat justified to murder Elon Musk. Fifty-five percent said the same about Donald Trump. In California activists are naming ballot measures" [X Link](https://x.com/FishtownCap/status/1965874069665882327) 2025-09-10T20:24Z [----] followers, [----] engagements "@BasedStatistic @blondesnmoney @shortbus_ace I considered myself very centric for a long time but not anymore and I mostly blame one party for where we are" [X Link](https://x.com/FishtownCap/status/1965875216523080163) 2025-09-10T20:29Z [----] followers, [--] engagements "@valuesci Not too familiar with the name but crazy how many 20x companies have gotten chopped down to 12x this year as tech has sucked the air out of everything" [X Link](https://x.com/FishtownCap/status/1965928904516055287) 2025-09-11T00:02Z [----] followers, [---] engagements "I'm not above taking a victory lap. Centene $CNC up almost 30% from a week ago when the analyst with [--] years of investing experience cut the price target. Centene $CNC Barclay's analyst who cut the PT looks has [--] years total professional experience per his LinkedIn. His track record is abysmal and he had a Buy on this when it was $60-75. Anyhow I added a few more shares here. https://t.co/Duq8GlXLbG https://t.co/fBzt6yWqiW Centene $CNC Barclay's analyst who cut the PT looks has [--] years total professional experience per his LinkedIn. His track record is abysmal and he had a Buy on this when it" [X Link](https://x.com/FishtownCap/status/1966128856991150285) 2025-09-11T13:17Z [----] followers, [----] engagements "Also. adding $ELV here premarket at $315. Big news here from $CNC (IMO) was the repricing of [----] contracts. $ELV did not talk about that last week *I believe*. $CNC up 16% $ELV up [---] premarket. I'm not above taking a victory lap. Centene $CNC up almost 30% from a week ago when the analyst with [--] years of investing experience cut the price target. I'm not above taking a victory lap. Centene $CNC up almost 30% from a week ago when the analyst with [--] years of investing experience cut the price target" [X Link](https://x.com/FishtownCap/status/1966131886281076778) 2025-09-11T13:29Z [----] followers, [----] engagements "@SayNoToTrading I added to $ELV this morning. hang tight" [X Link](https://x.com/FishtownCap/status/1966160612406489100) 2025-09-11T15:23Z [----] followers, [---] engagements "@valuesci Yeah. I've been in and out of $CVS over the years and kicked myself for missing it in the $40's late last year. Pure panic/tax loss selling" [X Link](https://x.com/FishtownCap/status/1966199869284274296) 2025-09-11T17:59Z [----] followers, [--] engagements "@valuesci I don't really pay attention to Morningstar 😀 Cigna is 100% private insurance at this point (sold their small Medicare group this year) and haven't lowered estimates at all. 10x FY25 EPS but down 15-20% in sympathy with the group & buyback back shares" [X Link](https://x.com/FishtownCap/status/1966200615773876492) 2025-09-11T18:02Z [----] followers, [---] engagements "@JamesHMackay Bruh I don't even get a hat tip for pushing $CNC on you (I'm kidding.)" [X Link](https://x.com/FishtownCap/status/1966229196885340213) 2025-09-11T19:55Z [----] followers, [---] engagements "The weapon in question looks to be a single shot bolt action rifle. Short of banning all guns how do we think this is a "gun problem." No we absolutely have a Democrat problem. They're largely a corrupt evil group that has dehumanized the right over the past decade. My guess is this is the party you associate with. But I'd like to know your thoughts on the ethics of withholding IPV and HepB" [X Link](https://x.com/FishtownCap/status/1966241107370504533) 2025-09-11T20:43Z [----] followers, [--] engagements "@BlueDuckCap Buyout hopes Surprised they're not hitting an ATM here" [X Link](https://x.com/FishtownCap/status/1966250895483801727) 2025-09-11T21:21Z [----] followers, [---] engagements "@valuesci Yes and he added to $ELV in Q2 as well" [X Link](https://x.com/FishtownCap/status/1966538383531954213) 2025-09-12T16:24Z [----] followers, [---] engagements "@nums_over_narrs @GoForGrubes2 You talk about electric utes priced like AI plays but $AWK is at 25x" [X Link](https://x.com/FishtownCap/status/1966602790446244327) 2025-09-12T20:40Z [----] followers, [--] engagements "@NickTimiraos A "loan estimate". how about the actual loan docs" [X Link](https://x.com/FishtownCap/status/1966619531398263288) 2025-09-12T21:46Z [----] followers, 12.1K engagements "@RobertMarcin Were in the [--] sigma range on most valuation measures but sure why not" [X Link](https://x.com/FishtownCap/status/1966736136522334599) 2025-09-13T05:30Z [----] followers, [---] engagements "The concept of being supported by parents after college is wild to me. But yeah it's both. The index investing crowd is up 3-4x from [--] years ago. That's the scariest part of the fiscal hole we're in. $2T+ deficit with all of this" [X Link](https://x.com/FishtownCap/status/1966855842709319917) 2025-09-13T13:25Z [----] followers, [--] engagements "Walmart $WMT vs Target $TGT Just wild. WMT at a 40x P/E versus TGT at a 12x. Goes against the "poor/middle getting squeezed" narrative a bit" [X Link](https://x.com/FishtownCap/status/1966894343299690936) 2025-09-13T15:58Z [----] followers, [----] engagements "@StevenShadduck Tell that to Charlie Kirk or Iryna Zarutska. Sorry this doesnt work" [X Link](https://x.com/FishtownCap/status/1966955284158706121) 2025-09-13T20:00Z [----] followers, [---] engagements "@rbptechnology Wouldnt have guessed $TGT skewed more left but I have no data either way so maybe. Still a stark valuation difference. Walmart was a 15x stock for a longggg time" [X Link](https://x.com/FishtownCap/status/1966999021542846528) 2025-09-13T22:54Z [----] followers, [---] engagements "@sadvalueinvestr Has it ever changed your investment thesis As someone thats worked for public COs 100% of his career the amount that these are gamed Q to Q is wild" [X Link](https://x.com/FishtownCap/status/1967759966741418308) 2025-09-16T01:18Z [----] followers, [--] engagements "@Pembrokestcap @chrislhayes @David_Slotnick I missed that if that happened. That said: look at what the Biden administration did during COVID with the social media companies. I missed the outrage from these folks back then. Honestly canceling him was Colbert all over. An easy excuse to cancel a money losing show" [X Link](https://x.com/FishtownCap/status/1968487155510153550) 2025-09-18T01:28Z [----] followers, [--] engagements "@NickalobeUltra Ok Ive been kicking the tires on it. Even assuming Argentina is not an issue its not THAT cheap and big cash is 3+ years off" [X Link](https://x.com/FishtownCap/status/1969075584819941500) 2025-09-19T16:26Z [----] followers, [---] engagements "@GoForGrubes2 @MadisonLackey44 I might finally buy here. Name Ive looked at for a while" [X Link](https://x.com/FishtownCap/status/1969466671669608750) 2025-09-20T18:20Z [----] followers, [---] engagements "@SayNoToTrading @TSOH_Investing Wow - nice job nailing the dead bottom. Good argument to be made to invest here after a string of underwriting losses rather than when underwriting is strong. Still seems cheap to me and they've put up very good numbers lately" [X Link](https://x.com/FishtownCap/status/1970269158261612883) 2025-09-22T23:29Z [----] followers, [--] engagements "@SteigerwaldValu @Tintincapital Maybe The market for these is tough right now they want to cut costs not increase them. Our car driver was talking about how the environmentalists were trying to stop them from burning Peat too" [X Link](https://x.com/FishtownCap/status/1970934424532598997) 2025-09-24T19:32Z [----] followers, [--] engagements "I think the higher interest rate environment is one of the minor reasons. The major ones [--] The trend of the younger generation to not drink. [--] The moat of the "iconic" brands shrinking from celebrity brands and bespoke brands. - Titos went from unheard of to the #1 vodka and now they're launching Tequilla - Casamigos went from unheard of to a huge product - Aviator Gin etc. [--] Local niche brands. Philadelphia distilling sells a ton of Gin in Philly. I think the days of maintaining market share and case volume and pushing thru annual mild price increases like tobacco companies are long gone" [X Link](https://x.com/FishtownCap/status/1970948968461828587) 2025-09-24T20:30Z [----] followers, [---] engagements "$ET is one my top positions. "Better value" is a mixed bag and highly dependent on your tax position. I basically cannot sell $ET. I'll lose 70% of my investment to taxes. $OKE isn't going to pay cash taxes until [----] and it's 12x next years EPS estimates. I'd much rather pay capital gains on that then try to ever sell an MLP" [X Link](https://x.com/FishtownCap/status/1971581479483265186) 2025-09-26T14:23Z [----] followers, [---] engagements "@valuedontlie $OKE 's acquisition spree that resulted in more oil exposure merger synergies taking longer than expected disappointing recent ROA numbers and recently I believe tax loss selling. I'll again point out that $KMI is up 65% from [--] years ago and its EBITDA has barely risen" [X Link](https://x.com/FishtownCap/status/1971604179547549998) 2025-09-26T15:54Z [----] followers, [---] engagements "@WaterworldCapi1 I think we had a lot of window dressing over these last few days for end of Q3. Note: fully talking my book shorted $NVDA after hours today" [X Link](https://x.com/FishtownCap/status/1973209386278666304) 2025-10-01T02:12Z [----] followers, [---] engagements "You keep answering with factoids instead of responding to what Im saying. P/GP is nonsense. Comparing businesses without expenses is nonsense. Block looks expensive compared to peers because it is more expensive. $FI and plenty of others have great gross margins too. Maybe Blocks growth rate or business quality merit the premium thats fine. But looking at P/GP would make the folks publishing community adjusted EBITDA blush" [X Link](https://x.com/FishtownCap/status/1973547953240322315) 2025-10-02T00:37Z [----] followers, [---] engagements "@JulianLinStocks Fair point though I also take a dim view of using P/S for software companies too. But again why not just use earnings growth If $XYZ can hold the line on SG&A+R&D grow top line teens theyre could be a mid teens earnings multiple by 2027" [X Link](https://x.com/FishtownCap/status/1973560078637867134) 2025-10-02T01:26Z [----] followers, [--] engagements "@kiwicarrotcake It isn't. People are switching to Azure DevOps (ADO) a lot. I've used their products in my day job (JIRA Confluence) for a long time. I wouldn't short $TEAM but I wouldn't touch them long either" [X Link](https://x.com/FishtownCap/status/1973754790606979119) 2025-10-02T14:19Z [----] followers, [---] engagements "@CapitalObserver Very much agreed. and I'm bullish on GCP too but not cheap anymore. Even ignoring the AI threat slower advertising and the narrative coming back and it's back to $175" [X Link](https://x.com/FishtownCap/status/1974097805506674840) 2025-10-03T13:02Z [----] followers, [--] engagements "@ShafronTom Yeah hard to guess the maintenance timing but I think gain on sale will be juicy esp. with the weaker dollar as a tailwind" [X Link](https://x.com/FishtownCap/status/1974509957115470266) 2025-10-04T16:20Z [----] followers, [--] engagements "@Suicide95518428 @deedydas Many state school do not prioritize in state as out of state and international students pay more. UT system may be unique. My Alma mater (Udelaware) is 2/3rds out of state/international and it was a source of contention when I was there" [X Link](https://x.com/FishtownCap/status/1974851848764018803) 2025-10-05T14:59Z [----] followers, [--] engagements "$AMD So "could" contribute "over $100B" (note revenue not profit.) But $AMD has to give up 10% of itself ($35 billion worth or so as of this mornings pop.) [----] level nonsense. $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers deployment of [--] GW of AMDs upcoming MI450 chips https://t.co/zDcT1wNdDl $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual" [X Link](https://x.com/FishtownCap/status/1975156770084725017) 2025-10-06T11:10Z [----] followers, [----] engagements "@Vince85623723 Well the stock went up in the short term which can be the goal" [X Link](https://x.com/FishtownCap/status/1975157852571680993) 2025-10-06T11:15Z [----] followers, [--] engagements "@CHItraders Oneok doesn't own any oil refineries. NGL fractionator maybe Where did you see this" [X Link](https://x.com/FishtownCap/status/1975294750279565768) 2025-10-06T20:19Z [----] followers, [---] engagements "@BasedStatistic This is the hardest part as your account balance grows. When a 10% pullback loses you [--] years of work income it changes your risk tolerance a lot" [X Link](https://x.com/FishtownCap/status/1975695950581841980) 2025-10-07T22:53Z [----] followers, [---] engagements "@BasedStatistic If - and its a big IF - thats even true those are the kinds of people that end up losing a ton of it too. Thats not investing its gambling and there plenty of loss porn out there too" [X Link](https://x.com/FishtownCap/status/1975707113826754595) 2025-10-07T23:37Z [----] followers, [--] engagements "@MartinShkreli @db_fink @nocoiner0 @StanphylCap Pretty much" [X Link](https://x.com/FishtownCap/status/1977102998636810673) 2025-10-11T20:04Z [----] followers, [---] engagements "@KarlisZauers @MartinShkreli @db_fink @nocoiner0 @StanphylCap Lost a significant amount of money in real terms during an insane bull market. The best part is Mark still acts like hes some successful big shot on here. His hedge funds office is his apartment and his website doesnt let clients login. He has no LPs" [X Link](https://x.com/FishtownCap/status/1977327365706707275) 2025-10-12T10:55Z [----] followers, [---] engagements "@BasedStatistic How do you figure $1M and $10M are roughly the same Yes medical is the biggest question mark retiring early youll need a regular policy and likely a supplemental of some sort. How did you retire at 24" [X Link](https://x.com/FishtownCap/status/1977468555949216204) 2025-10-12T20:16Z [----] followers, [----] engagements "@kiwicarrotcake Probably some of that also I think Tech is just sucking the air (money) from everything. $OKLO+8% on $CVNA up 5% etc. [----] vibes" [X Link](https://x.com/FishtownCap/status/1978464765992194463) 2025-10-15T14:15Z [----] followers, [---] engagements "The fraud that is $TSLA is amazingly in plain sight and ignored. Tesla's offered 0% financing for up to [--] years() in the last [--] months of [----] in Norway. Now that it's gone Tesla's are getting outsold 10-1 by the 40kw Leaf and BMW i3 in [----] http://elbilstatistikk.no/ http://elbilstatistikk.no/" [X Link](https://x.com/FishtownCap/status/967190722792361989) 2018-02-24T00:13Z [----] followers, [--] engagements "Who wouldn't want to take a nice scenic walk or bike through an underground tunnel Nature is totally overrated anyhow. https://x.com/elonmusk/status/972233079342297088 Adjusting The Boring Company plan: all tunnels & Hyperloop will prioritize pedestrians & cyclists over cars https://x.com/elonmusk/status/972233079342297088 Adjusting The Boring Company plan: all tunnels & Hyperloop will prioritize pedestrians & cyclists over cars" [X Link](https://x.com/FishtownCap/status/972236867281281025) 2018-03-09T22:25Z [----] followers, [--] engagements "Wonder how todays recall will impact the resale value of all those used Model Ss $TSLA has to resell 🤔" [X Link](https://x.com/FishtownCap/status/979496059729858563) 2018-03-29T23:10Z [----] followers, [--] engagements "You're the CEO of the company who's autopilot product just killed someone and you're busy tweeting nonsense. $TSLA https://x.com/elonmusk/status/979893228160913408 Best music video art Ive seen in a while https://t.co/F2E4zDZMyM https://x.com/elonmusk/status/979893228160913408 Best music video art Ive seen in a while https://t.co/F2E4zDZMyM" [X Link](https://x.com/FishtownCap/status/979901272156524546) 2018-03-31T02:00Z [----] followers, [--] engagements "Actual $TSLA takeaways: They will sell 60-70k S/X units this year. Revenue is Q1 will be down 10% QoQ gross margin under 200M and net loss approaching $1 billion" [X Link](https://x.com/FishtownCap/status/981162240547217409) 2018-04-03T13:31Z [----] followers, [--] engagements "Absolutely correct. I think @elonmusk is especially on edge after his Model Y announcement which you KNOW he's been saving up did zero to move the stock. Even the die hard's realize it isn't credible. $TSLAQ $TSLA https://x.com/bluff_capital/status/984536215373443075 Even if someone's a bull a note: basically throwing a MASSIVE hissy fit at anyone who doesn't worship you is an enormous red flag. Companies deal with short sellers like mature adults (usually) not tweets about "place your bets" and PRs throwing accusations out left and right. https://x.com/bluff_capital/status/984536215373443075" [X Link](https://x.com/FishtownCap/status/984560184902148097) 2018-04-12T22:33Z [----] followers, [--] engagements "Please read especially the @elonmusk $TSLA supporters. https://x.com/reveal/status/986294387259748352 1/ So before yesterday's investigation came out @tesla released a statement accusing us of being an extremist organization whos working directly with union supporters to create a calculated disinformation campaign. A LOT to unpack right there. So lets do it. https://t.co/Yerg8DoWPW https://x.com/reveal/status/986294387259748352 1/ So before yesterday's investigation came out @tesla released a statement accusing us of being an extremist organization whos working directly with union supporters" [X Link](https://x.com/FishtownCap/status/986309910613852161) 2018-04-17T18:26Z [----] followers, [--] engagements "You lost around [---] million your stock and your bonds are both down and you're bragging $TSLA longs are going to get everything they deserve. https://x.com/elonmusk/status/991786023351869441 La la la https://t.co/rLQfmrcNO2 https://x.com/elonmusk/status/991786023351869441 La la la https://t.co/rLQfmrcNO2" [X Link](https://x.com/FishtownCap/status/991786870945206272) 2018-05-02T21:09Z [----] followers, [--] engagements "As a software professional I don't want any code on my car that's not directly related to the car functioning or navigation. This is just dangerous - Easter Eggs on an automobile. $TSLA https://x.com/elonmusk/status/998988641702526977 Were going to include some fun games as hidden Easter eggs in Tesla S X & [--]. What do you think would be most fun in a car using the center touch screen https://x.com/elonmusk/status/998988641702526977 Were going to include some fun games as hidden Easter eggs in Tesla S X & [--]. What do you think would be most fun in a car using the center touch screen" [X Link](https://x.com/FishtownCap/status/998989417082650627) 2018-05-22T18:10Z [----] followers, [--] engagements "Iron Man [--] Production issues and competition has pushed Stark Industries to the brink of bankruptcy. Tony Stark despondent and struggling with substance abuse turns to Twitter to wage an epic battle against his critics and the media. Arriving Summer [----] $TSLA" [X Link](https://x.com/FishtownCap/status/999637140563812352) 2018-05-24T13:04Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@FishtownCap Fishtown Capital
Fishtown Capital posts on X about $aer, money, debt, $gpn the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-------] -0.39%
- [--] Month [-------] +231%
- [--] Months [-------] -22%
- [--] Year [---------] +47%
Mentions: [--] #
- [--] Week [--] -10%
- [--] Month [---] +54%
- [--] Months [---] +22%
- [--] Year [---] +51%
Followers: [-----] #
- [--] Week [-----] +0.79%
- [--] Month [-----] +2.90%
- [--] Months [-----] +11%
- [--] Year [-----] +43%
CreatorRank: [---------] #
Social Influence
Social category influence stocks 50.52% finance 38.54% technology brands 17.71% cryptocurrencies 11.46% countries 3.13% automotive brands 2.6% social networks 1.56% celebrities 1.56% exchanges 0.52% fashion brands 0.52%
Social topic influence $aer #4, money 5.73%, debt 5.21%, $gpn #8, $wlfc #1, $cnc #4, $tsla 4.69%, tsla 4.69%, $unfi 4.17%, $ftai #12
Top accounts mentioned or mentioned by @madisonlackey44 @siyul @capitalobserver @adibmoti @crowdturtle @passdiv @violacapital @kingdomcapadv @valuesci @rbptechnology @stockspy1 @100xcompounding @milhemgroup @basedstatistic @captainroyen @saynototrading @reignots @pernasresearch @bluthcapital @theproinvest
Top assets mentioned Aercap Holdings N.V. (AER) Global Payments Inc (GPN) Centene Corp (CNC) Tesla, Inc. (TSLA) Unifi Protocol DAO (UNFI) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) Energy Transfer, LP. (ET) Elevance Health Inc (ELV) Cigna Corp (CI) H&R Block, Inc. (HRB) Amazon.com, Inc. (AMZN) PayPal Holdings Inc (PYPL) Fiserv Inc (FISV) ONEOK, Inc. (OKE) UnitedHealth Group (UNH) Microsoft Corp. (MSFT) NVIDIA Corp. (NVDA) Intuit Inc. (INTU) Kinder Morgan Inc (KMI) Kraft Heinz Co (KHC) ArchLoot (AL) Berkshire Hathaway Inc. (BRK.A) Berkshire Hathaway Inc Class B (BRK.B) Molina Healthcare, Inc. (MOH) Wat (WAT) Walmart, Inc. (WMT) Williams Companies Inc (WMB) Enterprise Products Partners, LP. (EPD) Alliance Fan Token (ALL) Fiserv, Inc. (FI) Atlassian Corporation PLC (TEAM) Oxygen (OXY) Fair Isaac, Corp. (FICO) Target Corporation (TGT)
Top Social Posts
Top posts by engagements in the last [--] hours
"$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. To get in front of the ongoing DMs: No I don't know why $UNFI is down. Maybe people are jumpy before earnings No I have no reason to think they would set up an earnings report before an investor day and wildly disappoint. Yes I thought the guidance was conservative. To get in front of the ongoing DMs: No I don't know why $UNFI is down. Maybe people are jumpy before earnings No I have no reason to think they would set up an earnings report before"
X Link 2025-12-01T18:51Z [----] followers, [----] engagements
"$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 [--] for FY26 and probably 5x for FY27. $105m Y/Y cash flow improvement 25% EBITDA growth Y/Y No ongoing weakness to call out from cyber attack Looks like $UNFI was fine after all $105m Y/Y cash flow improvement 25% EBITDA growth Y/Y No ongoing weakness to call out from cyber attack Looks like $UNFI was fine after all"
X Link 2025-12-02T12:27Z [----] followers, [----] engagements
"$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. $UNFI at 15% FCF yield here. Great price for non cyclical name with great management. Guidance sounds heavily sandbagged as well. $UNFI at 15% FCF yield here. Great price for non cyclical name with great management. Guidance sounds heavily sandbagged as well"
X Link 2025-12-03T16:21Z [----] followers, [----] engagements
"$GPN The math is that at 6x FCF you can grow EPS 17% just with repurchases. This is the definition of a margin of safety. Business could erode 2% a year and you still return 14-15%. Run the math. If $GPN grows EPS 8% to 10% a year for five years you get a bit over 60% earnings growth. You still need the multiple to drift from 6x to [--] or [--] times just to flirt with a double. That is a lot of execution risk for a business fighting better positioned competitors Run the math. If $GPN grows EPS 8% to 10% a year for five years you get a bit over 60% earnings growth. You still need the multiple to"
X Link 2025-12-05T02:14Z [----] followers, 20.4K engagements
"But $XLU utilities trade at a 20x multiple not 6x. I need to make $GPN a much larger position if this is the bear case. At 6x earnings $GPN is priced like nothing good can happen and nothing truly bad will either. That is exactly how utilities trade. Stable serviceable and rarely re rated. If you need multiple expansion to make the thesis work you probably do not want a utility. At 6x earnings $GPN is priced like nothing good can happen and nothing truly bad will either. That is exactly how utilities trade. Stable serviceable and rarely re rated. If you need multiple expansion to make the"
X Link 2025-12-05T17:05Z [----] followers, [----] engagements
"$UNFI United Foods Guiding $300M annual FCF + $800m in EBITDA in [----]. [----] EV: 3.4B (if price doesn't move) EV/EBITDA of [--] EPS @ 800m EBITDA - 250m D&A - 75m interest - [--] tax = 400m $7 EPS P/E=5. Nothing crazy returning to industry standard margin [--] year double"
X Link 2025-12-10T13:44Z [----] followers, 10.8K engagements
"$UNFI United Foods: "market action" telling me I missed something. Folks complaining no one said "buyback." We back to levels from early this year before the guidance raised aggressively. They're currently paying down $375m of S+475 debt (term loan) and need to refi extend 27/28 debt. They should be fully focused on this for now and shouldn't talk buyback until debt is refinanced. People glossing over massive operational improvements because the financial engineering isn't aggressive enough This is the wrong focus. I don't like when my stocks go down either but come on. A token mention of"
X Link 2025-12-11T11:50Z [----] followers, 12.9K engagements
"$UNFI United Foods They got the message. Repurchases under 3x leverage (90 days away.) Or until the S+475 term loan is paid off (3 quarters away) https://archive.fast-edgar.com/20251217/AO22Q22CU222T2Z2222D224ZMLBJR2X22272/ And now $UNFI is saying "buyback" https://archive.fast-edgar.com/20251217/AO22Q22CU222T2Z2222D224ZMLBJR2X22272/ And now $UNFI is saying "buyback""
X Link 2025-12-17T23:26Z [----] followers, [----] engagements
"$FTAI now up 14% on this news. $AER hasn't moved $WLFC up 1%. Pretty bullish for the sector and could tighten supply even further. $FTAI FTAI Aviation Gains on Engine Conversion Plan for Data Centers (Bloomberg) -- FTAI Aviation shares rose more than 10% on Tuesday after the company started a program to convert CFM56 engines to power new turbines built to provide energy for data centers. Production is https://t.co/1Myni5z9oY $FTAI FTAI Aviation Gains on Engine Conversion Plan for Data Centers (Bloomberg) -- FTAI Aviation shares rose more than 10% on Tuesday after the company started a program"
X Link 2025-12-30T16:58Z [----] followers, 10.3K engagements
"Long $WLFC here small 2% position because I already have a ton of $AER. People were crazy about this last year at $200 but now at $140 no one cares about it. $FTAI now up 14% on this news. $AER hasn't moved $WLFC up 1%. Pretty bullish for the sector and could tighten supply even further. $FTAI now up 14% on this news. $AER hasn't moved $WLFC up 1%. Pretty bullish for the sector and could tighten supply even further"
X Link 2026-01-05T15:41Z [----] followers, [----] engagements
"$UNFI United Foods insider buy. EV/EBITDA of [---] now likely going to 4x (or lower if they repurchase) in [--] years if the price doesn't move versus 10x for most of the industry. 🚨Insider Trade Alert🚨 Director Pappas James C has purchased [-----] shares in $UNFI UNITED NATURAL FOODS INC worth $573000.00 $UNFI current value: $33.27 Market: NYSE full disclosure: https://t.co/1Y5NCJunh2 Company Overview: United Natural Foods Inc. is a leading 🚨Insider Trade Alert🚨 Director Pappas James C has purchased [-----] shares in $UNFI UNITED NATURAL FOODS INC worth $573000.00 $UNFI current value: $33.27"
X Link 2026-01-06T13:47Z [----] followers, [----] engagements
"$ET Energy Transfer That's a big jump in Adjusted EBITDA from the $16B (or slightly under) from this year especially since they entered into a bunch of longer term agreements this year (which hurt near term numbers.) This is before Warrior/Hugh Brinson comes online and a lot of assets come on in [----]. What's [----] EBITDA if this holds $18.5 These are big numbers. I might buy some calls if the CapEx number scares people off. https://twitter.com/i/web/status/2008543613584593230 https://twitter.com/i/web/status/2008543613584593230"
X Link 2026-01-06T14:18Z [----] followers, [----] engagements
"$AER AerCap Issuing $900m of [----] debt at 4.125% and $850m [----] at 4.75%. Impressive stuff. https://archive.fast-edgar.com/20260106/AV2ZK222Z222I2Z2222F224ZR3LMZK62BV82/ https://archive.fast-edgar.com/20260106/AV2ZK222Z222I2Z2222F224ZR3LMZK62BV82/"
X Link 2026-01-07T20:13Z [----] followers, [----] engagements
"@taobanker Why not $GPN over $PYPL"
X Link 2026-01-11T14:45Z [----] followers, [----] engagements
"It's 2.9x levered before the acquisition. They floated 2-9 year debt for the acquisition and look at the rates Bond market does not look concerned. Tax loss selling and frustrated shareholders from [--] years of declines in a hated sector that includes $PYPL and $FISV which dropped 75% last year. https://twitter.com/i/web/status/2010503122251026936 https://twitter.com/i/web/status/2010503122251026936"
X Link 2026-01-12T00:04Z [----] followers, [---] engagements
"$WLFC Willis Lease More reasonable valuation now versus $AER a lot more vs. $FTAI. Engines demand still extreme ending the money losing SAF biz using deals with Blackstone and Liberty Mutual $ to pivot to a asset-light service model. I see material upside to $15/share FY26 estimates (and it's less than 11x anyhow) and possible re-rate. A 15x multiple on $20 FY26 EPS = $300 stock. https://seekingalpha.com/article/4859382-willis-lease-finance-shift-to-asset-light-model-should-drive-shares-higher"
X Link 2026-01-14T14:36Z [----] followers, [----] engagements
"$WLFC Willis Lease Infinite money glitch sell your engines into a JV and have your cash = market cap. Looking at their P&L taking Q3 annualizing normalizing tax rate and one-time expenses I get $5 in EPS more if the maintenance writedowns stop. With the growth they could do $25/share EPS in [----]. @FishtownCap @blondesnmoney @PhilTimyan Agree. $WLFC making moves like $FTAI w/ Blackstone and Liberty. What if they sell their engine portfolio into these entities book the $800M gain and then charge a management fee to manage it Remember the market cap of $WLFC only just crossed $1B. Value vs Poor"
X Link 2026-01-15T14:26Z [----] followers, [----] engagements
"@Distressed_DIP @iDanielTran EV/EBITDA based on their $1.5 billion guide is 20x. This again is not cheap. It's very expensive. When does growth level off I'm very bullish on the sector but this valuation looks extreme. They're worth more than $AER right now"
X Link 2026-01-15T17:07Z [----] followers, [---] engagements
"@JerryCap PREACH Also funny is $PYPL has a multiple 2x $GPN. Should be reversed"
X Link 2026-01-16T12:26Z [----] followers, [---] engagements
"@bobspaysubstack @nachunja @navendu_c *put up numbers and repurchase shares hand over first. The P/FCF number on $GPN in particular is so low they can start taking out 3-4% of the shares PER QUARTER"
X Link 2026-01-16T17:05Z [----] followers, [---] engagements
"@MadisonLackey44 All depends on what timeframe youre looking at Im [----] and since [----] Yes Since the start of [----] vs $AER $AL and $FTAI its underperformed by a massive amount"
X Link 2026-01-17T18:06Z [----] followers, [---] engagements
"@siyul @RyeNotBerben Still long and strong on $UNFI"
X Link 2026-01-27T16:36Z [----] followers, [---] engagements
"Berkshire Hathaway $BRK BRK.B [--] year return - 0% Performance matters as does Valuation. When you former is iffy and the later is too high youre going to have a bad time. Maybe approaching where they restart buybacks but if underwriting mean reverts it could go lower"
X Link 2026-01-28T05:25Z [----] followers, [----] engagements
"@marginofdanger I'm going by what I read in the transcript so no"
X Link 2026-01-30T15:52Z [----] followers, [---] engagements
"@CasinoCapital @ReturnsJourney You gents look at $FISV or $GPN"
X Link 2026-02-01T00:56Z [----] followers, [---] engagements
"@bobspaysubstack I guess I don't really understand what core $PYPL is needed for. I'm probably not shopping anywhere online I wouldn't trust with a credit card in the first place. You don't even need Paypal on eBay anymore"
X Link 2026-02-03T20:08Z [----] followers, [----] engagements
"@MadisonLackey44 I don't get it. Time to ignore it and check in on it in [--] days"
X Link 2026-02-04T21:13Z [----] followers, [--] engagements
"@BadInvestr Been doing this a while. When one company drops hard on prerty good results the rest usually do too. Amazon hadnt really moved too much from the $MSFT drop so it didnt get priced in"
X Link 2026-02-05T22:26Z [----] followers, [--] engagements
"@CaptainRoyen You could be right but man its going to look ugly for a while"
X Link 2026-02-06T00:46Z [----] followers, [---] engagements
"@adibmoti @CapitalObserver Im not interested in any of these other than $CI. Theyre not nearly cheap enough for the risk. The all did earnings of at least $x thing this year and then kept walking them down"
X Link 2026-02-06T00:58Z [----] followers, [--] engagements
"@rbptechnology Except there are no real terminal risk concerns with HRB. WU has lost 20% of revenue and 30% of gross profit since [----]. HRB has grown revenue and gross profit 20% since then and grown EPS 150% with buybacks"
X Link 2026-02-06T02:00Z [----] followers, [---] engagements
"$AER $FTAI $WLFC AerCap indicated they are looking into the datacenter engine power conversion. Wants to make sure it's durable. Would participate directly (doing the conversions) or by selling the engines. Notes they have more engines than anyone in the world. AerCap $AER solid beat at $3.95 which including costs due to Spirit. [----] Core Earnings Guide: We started [----] at "8.50-9.50" which got walked up to $11 last quarter and finished at $11.42. FY26 guide started at $12-13 (+$1.8/share per their slide.) They'll walk this up [--] https://t.co/bbIIDgAjnp AerCap $AER solid beat at $3.95 which"
X Link 2026-02-06T14:14Z [----] followers, [----] engagements
"@MadisonLackey44 Disgusting price action. No idea where the bottom is but think it's way higher a year from now"
X Link 2026-02-06T18:21Z [----] followers, [--] engagements
"Its amazing. Amazons track record of pioneering new business is unparalleled. But folks have decided $200 billion in CapEx is too much negative FCF matters in the short term (it doesnt) and other of the other brain farts about why this is a bad move. UBS has them doing $14/share EPS in [----]. https://twitter.com/i/web/status/2020571378840207406 https://twitter.com/i/web/status/2020571378840207406"
X Link 2026-02-08T18:52Z [----] followers, [---] engagements
"@PassDiv I think this is a bad way to think about partial ownership in a business. You want them to forgo high profitable reinvestment in the business to buy back stock or pay a dividend Why Where would Amazon be if they did this a decade ago"
X Link 2026-02-08T19:31Z [----] followers, [---] engagements
"@PassDiv Sure. Those are income investors. This is a growth stock"
X Link 2026-02-09T00:34Z [----] followers, [--] engagements
"@PassDiv $NVDA certainly. $META repurchased nothing in Q4 $GOOG was way down. Neither of these two will repurchase much in [----] unless they fund it thru debt issuance"
X Link 2026-02-09T00:56Z [----] followers, [---] engagements
"@siyul Well trust and understanding the business you run. This was a lot of consecutive misses in guidance for $MOH"
X Link 2026-02-09T17:03Z [----] followers, [---] engagements
"@Alvinsmom42 @Stockspy1 Your BD shares. What brokerage do you use I haven't seen mine yet"
X Link 2026-02-10T15:22Z [----] followers, [--] engagements
"I think there's a technical dump in $WAT shares coming even after falling 13% yesterday. Downgrades across the board today on weak results but still not cheaper than $TMO or competitors. Shares will get distributed to former $BDX shareholders in the next few days and probably get sold regardless. The distributed shares need to get sold by all equal weight funds and any funds with dividend requirement. Not sure who's waiting to buy these shares. https://twitter.com/i/web/status/2021245290771001467 https://twitter.com/i/web/status/2021245290771001467"
X Link 2026-02-10T15:30Z [----] followers, [---] engagements
"@Geiger_Capital The issue is that they just farm the "work" out to NGO's and it costs 10x as much. I'm not sure how relevant this is with regard to spending anymore"
X Link 2026-02-11T15:02Z [----] followers, [----] engagements
"@risk_chief Unreal isn't it $INTU getting hit worse"
X Link 2026-02-11T15:47Z [----] followers, [---] engagements
"@SayNoToTrading Bro stop using logic youre getting in the way of narrative. I think this is the silliest AI use case https://x.com/FishtownCap/status/2018812327672332521 $HRB H&R Block. Short call no change in strategy reiterate guide for FY26. Revenue decent growth YoY for the "off" quarters. Regarding the AI "threat". They mentioned that a large percentage of time spent in tax prep is Data Entry. How does AI ever "solve" this Tax software https://t.co/NWGUjEe3z2 https://x.com/FishtownCap/status/2018812327672332521 $HRB H&R Block. Short call no change in strategy reiterate guide for FY26."
X Link 2026-02-12T11:18Z [----] followers, [---] engagements
"@100xCompounding I dont think this is the issue. Investors are as impatient as ever and FPHs holdings happen to all be in a state thats a fiscal basket case. I think if you replicated this in Florida it would be worth 3x as much today"
X Link 2026-02-12T13:15Z [----] followers, [---] engagements
"@100xCompounding Look at the valuation difference and the performance between the two. That's my point. That said you can look at $JOE for a "what could go right" story here. languished for a long time and now look at it"
X Link 2026-02-12T14:46Z [----] followers, [--] engagements
"@100xCompounding I think what JOE is doing has worked out pretty well for it. Would I touch at the current valuation No. But the "friendly jurisdiction" that people are migrating to versus the dumpster fire people are leaving matters when you need a 10+ year outlook right"
X Link 2026-02-12T14:53Z [----] followers, [--] engagements
"@MarceloLima Spot on. I don't understand what justification there is with $WMT and $COST near 50x with $AMZN now trading at half that"
X Link 2026-02-12T21:59Z [----] followers, [----] engagements
"@Reignots @pernasresearch How do you control this without handing the lead to China or someone else Very hard to keep things like this bottled up. Impossible actually"
X Link 2026-02-13T21:30Z [----] followers, [--] engagements
"Berkshire Hathaway $BRK $BRKA $BRKB initial takes Insurance underwriting holding up well GEICO still doing very well. Industrial segment led by PCC earnings rebound but theres an insurance payment from a fire in Q2 results [--] months numbers more relevant Pilot is a disaster down 40% YoY. Its a $400m earner after tax they paid $14B for. Otherwise broad strength in service/retail/manufacturing The miss in Other was FX losses adjusting for this and results are mildly above last year. Good results one of the better ones Ive seen at first glance."
X Link 2025-08-02T12:34Z [----] followers, [----] engagements
"$ET Purchased a slug of Jan2027 $17 calls for $1. They may win they may not but I don't think they're priced correctly. With the current guide they'll pay for $4.5 out of the $5.5 in CapEx right from cash flow. Sentiment could easily shift back to this group in [--] weeks. $ET Energy Transfer That's a big jump in Adjusted EBITDA from the $16B (or slightly under) from this year especially since they entered into a bunch of longer term agreements this year (which hurt near term numbers.) This is before Warrior/Hugh Brinson comes online and a lot https://t.co/5GhO6FVIFC $ET Energy Transfer That's"
X Link 2026-01-06T21:45Z [----] followers, [----] engagements
"$GPN Global Payments back to flat on a day where CC value chain getting smoked. Short of a market meltdown I think it goes way higher from here. $GPN closed WPAY well ahead of sched. Should force sellside to UW the $20+ of EPS in [----] & byond. the fact it closed [--] days into '26 is very +'ve as they're actually executing (a change from past). Real FCF/shr $13 in '26 $15 in '27 $20+ in '28 6x '26 growing fcf/shr 20% $GPN closed WPAY well ahead of sched. Should force sellside to UW the $20+ of EPS in [----] & byond. the fact it closed [--] days into '26 is very +'ve as they're actually executing (a"
X Link 2026-01-12T16:41Z [----] followers, [----] engagements
"$ET Energy Transfer Still think these calls are mispriced. These may win or lose. At $1.50 they're [--] cents in the money. That's a lot of potential upside to capture in a year for [--] cents especially since the winter just changed and natty market might be tighter for a while1. $ET Purchased a slug of Jan2027 $17 calls for $1. They may win they may not but I don't think they're priced correctly. With the current guide they'll pay for $4.5 out of the $5.5 in CapEx right from cash flow. Sentiment could easily shift back to this group in [--] weeks. $ET Purchased a slug of Jan2027 $17 calls for $1."
X Link 2026-01-22T14:51Z [----] followers, [----] engagements
"OneOK $OKE Why shouldn't this re-rate back to high teen's like the rest of its peer group The peer group $KMI $WMB $TRGP $TRP $ENB is on average above where it was this time last year $OKE still -25%. Still long here"
X Link 2026-01-26T13:33Z [----] followers, [----] engagements
"$UNH UnitedHealth At $295 it's 16x FY26 estimates of $17.75 & has PBM risk. $CI Cigna also a PBM but trades at 9x and not reliant on government. Was long $CNC $ELV last year. They've all rerated to low/mid teens vs high single digits. Not interested at these prices. @FishtownCap @RyeNotBerben Guessing youre not a buyer of $UNH after the sharp sell-off @FishtownCap @RyeNotBerben Guessing youre not a buyer of $UNH after the sharp sell-off"
X Link 2026-01-27T13:59Z [----] followers, [----] engagements
"Anyone have thoughts on why RV maker Thor $THO is at/near a [--] week high $PII down 7% on margin pressures I'd imagine Thor has similar ones. $CWH still struggling. Oversupplied pricey market for RV's"
X Link 2026-01-27T19:06Z [----] followers, [----] engagements
"$T AT&T more interesting here at $23.5 vs $28 Guide to $2B/quarter repurchase [--] EPS at $2.30 (10x) with double digit growth FCF $18B in [----] $19B+ in [----] and $21B+ in [----]. Always a risk they buy something else but this +5% div looking better than tbills. I like it here $T Earnings: - Revenues of $33.5 billion - Diluted EPS of $0.53 versus $0.56 in the year-ago quarter; adjusted EPS of $0.52 versus $0.43 in the year-ago quarter - Operating income of $5.8 billion; adjusted operating income of $6.1 billion - Net income of $4.2 billion; adjusted https://t.co/iRKwTi4cXb $T Earnings: - Revenues"
X Link 2026-01-28T12:49Z [----] followers, [----] engagements
"$AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems sound so this is almost certainly the bottom go ahead and buy. I'm long $AMZN now in AH. Getting serious about OpEx and we may see some serious operating leverage in action. Trainium2 AWS advertising etc. I think there's a lot of upside to their EPS estimates. https://t.co/9U5z4uAC6k I'm long $AMZN now in AH. Getting serious about OpEx and we may see some serious operating leverage in action."
X Link 2026-01-29T16:13Z [----] followers, 14.3K engagements
"@justfactstruth Tell them to buy $WLFC. Easy win for both companies"
X Link 2026-01-30T02:26Z [----] followers, [----] engagements
"$GPN Greenlight Capital long Global Payments. Similar thesis to me. $V Payments volume grew 8% year-over-year in constant dollars $MA up 11%. I hope we see a $VZ up 10% type day here in a few weeks. https://imonkey-files.s3-us-west-1.amazonaws.com/2025-24-Greenlight%20Qlet.pdf https://imonkey-files.s3-us-west-1.amazonaws.com/2025-24-Greenlight%20Qlet.pdf"
X Link 2026-01-30T17:50Z [----] followers, [----] engagements
"@compound248 @leevalueroach Exactly. $FISV and $GPN are both cheaper and more durable that Paypal IMO. Who even uses the core Paypal anymore outside Germany where it's apparently popular"
X Link 2026-02-03T18:21Z [----] followers, [---] engagements
"$EPD Enterprise and implications for Energy Transfer $ET This is a massive ramp into [----] for EPD and ET may be similar. They have many projects coming online now-1H27. Huge Brinson alone is a $5-600m/year pipe. After [--] it's Desert SW and Dakota North. They'll find other projects but we may see a step down into the $4B growth CapEx range. https://twitter.com/i/web/status/2018780426920137153 https://twitter.com/i/web/status/2018780426920137153"
X Link 2026-02-03T20:15Z [----] followers, [----] engagements
"$HRB H&R Block If the narrative is that out of control expenses from the new CEO is the reason the company has fallen from $52 to $37 it's not showing up in the numbers. "Other Wages" down YoY. looks like they're tightening the belt in the home office. Field wages SHOULD be up. Reiterated EBITDA guide which I think they smash. Will report back after the call with a helpful diagram on how I view the AI risk https://twitter.com/i/web/status/2018795878014730403 https://twitter.com/i/web/status/2018795878014730403"
X Link 2026-02-03T21:16Z [----] followers, [----] engagements
"@Aesculapius1898 @compound248 @leevalueroach Discuss like an adult open yourself to the possibility that many of us know what TF we're doing. Yes $PYPL the least levered. I think its business is most at risk of disruption and it had a higher far multiple that $FISV and $GPN. I think they all can do OK from this level"
X Link 2026-02-03T21:19Z [----] followers, [---] engagements
"$HRB H&R Block. Short call no change in strategy reiterate guide for FY26. Revenue decent growth YoY for the "off" quarters. Regarding the AI "threat". They mentioned that a large percentage of time spent in tax prep is Data Entry. How does AI ever "solve" this Tax software is already prompt-based and HRB already incorporating AI to "double check" things. We're worried about the customer who is going to [--]. Gather all of their sensitive documentation on their computer. [--]. Upload all their docs containing their SSN and financial info into an LLM. [--]. Hope the LLM asks all the right questions"
X Link 2026-02-03T22:22Z [----] followers, [----] engagements
"@ZZZBBB12345 @horse__dragon Something to be said for this. I use the $HRB thick client software I pay $50/year and I'd only consider it or Turbotax. Not worth my time to find someone else. Other companies siphoning off the 1040EZ types is not a big impact to HRB"
X Link 2026-02-04T00:02Z [----] followers, [---] engagements
"Last $HRB post I promise. Sitting here pouring over the numbers to decide if I want to override my own rule and add to a position that's gone in reverse. 6m ended Dec24 vs. 6m ended Dec23 Revenue +$10m Opex +$57m Net Loss YoY was unfavorable by $63m (higher tax rate.) After the full year ended Jun25 $HRB was revenue +150m expenses +128m taxes +8m net income +11m. This year 6m ended Dec25 vs. 6m ended Dec24 Rev +30m Opex +$14m Net loss is favorable $7m vs. PY The trend here improved 70m YoY and they did still grow NI last year. I see more tailwinds this year from higher NAC (OBBBA) than last."
X Link 2026-02-04T00:35Z [----] followers, [----] engagements
"Is $FTAI (40x FY26 estimates) about to buy out $WLFC (14x FY26 Estimates about 9x my estimates) They usually trade somewhat together. @justfactstruth Tell them to buy $WLFC. Easy win for both companies. @justfactstruth Tell them to buy $WLFC. Easy win for both companies"
X Link 2026-02-04T17:07Z [----] followers, [----] engagements
"$ALL Allstate Geez another $15 EPS quarter for a $200 stock. $34+ EPS this year. Stock still rangebound but this level of earnings is derisking it. 📊 $ALL Q4 EARNINGS -0.02% ✅ Earnings Beat Adj. EPS: $14.31 YoY: 86.57% (from $7.67) ❌ Revenue Miss Sales: $14.57B YoY: 5.92% (from $13.76B) 📊 $ALL Q4 EARNINGS -0.02% ✅ Earnings Beat Adj. EPS: $14.31 YoY: 86.57% (from $7.67) ❌ Revenue Miss Sales: $14.57B YoY: 5.92% (from $13.76B)"
X Link 2026-02-04T21:33Z [----] followers, [----] engagements
"$UGI Corp Down marginally versus prior year despite colder weather. I was expecting stronger after $NJR release. Still very cheap. Might give back some of the run from October. $UGI UGI Reports First Quarter Results https://t.co/qJbRe739Bv $UGI UGI Reports First Quarter Results https://t.co/qJbRe739Bv"
X Link 2026-02-04T22:00Z [----] followers, [----] engagements
"$HRB H&R Block Putting money where my mouth is long Aug $35 Calls at $2.75. We're back to [----] valuation on vibes. Personal taxes is an weak AI use case. We have cheap SW to do the calcs gathering and inputting the data is the work 5% dividend and buyback 10% of outstanding shares at this valuation. Silly. Last $HRB post I promise. Sitting here pouring over the numbers to decide if I want to override my own rule and add to a position that's gone in reverse. 6m ended Dec24 vs. 6m ended Dec23 Revenue +$10m Opex +$57m Net Loss YoY was unfavorable by $63m (higher tax rate.) After Last $HRB post I"
X Link 2026-02-05T19:28Z [----] followers, [----] engagements
"OOOF $AMZN $AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems sound so this is almost certainly the bottom go ahead and buy. $AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems sound so this is almost certainly the bottom go ahead and buy"
X Link 2026-02-05T21:06Z [----] followers, [----] engagements
"Back long $AMZN at $200. Will likely sell calls against it tomorrow. Probably will buy $MSFT too. I think this move is overdone $AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems sound so this is almost certainly the bottom go ahead and buy. $AMZN well this sucked. Pulled the plug here at $237. More of a macro call. $MSFT's earnings weren't that bad. I think $AMZN does better but it could get ugly between now and the report. My logic seems"
X Link 2026-02-05T22:31Z [----] followers, 10.1K engagements
"$AMZN Amazon At $200 its a forward P/E of 25x. For a company that used to trade at ♾ P/E because it was growing and cementing itself into everything. Its still investing in AWS one of the best businesses on the planet where growth is accelerating from a huge base while simultaneously having a core retail biz that stands to benefit from AI automation etc. But the CapEx is suddenly now bearish Why Wed rather them buy back shares or something Sometimes the market just loses its mind and sees everything as bearish. If CapEx came into at $100B shares would have dropped because out of growth or"
X Link 2026-02-06T02:19Z [----] followers, 40.8K engagements
"AerCap $AER solid beat at $3.95 which including costs due to Spirit. [----] Core Earnings Guide: We started [----] at "8.50-9.50" which got walked up to $11 last quarter and finished at $11.42. FY26 guide started at $12-13 (+$1.8/share per their slide.) They'll walk this up [--] cents/quarter so likely $14.5-15 plus another $4+ in gain on sale. $WLFC read-thru Shannon Engine JV up 90% YoY. Forward P/E [---] debt to equity [----] vs. [----] last year. RoE 14% net spread 8%. still cheap https://twitter.com/i/web/status/2019753269711487139 https://twitter.com/i/web/status/2019753269711487139"
X Link 2026-02-06T12:41Z [----] followers, [----] engagements
"@BluthCapital Numbers below. Theyll do $19 in EPS this year. Under promising is part of the strategy when repurchasing shares. He does a nice job every earnings call emphasizing long term value without pumping shares too much. https://x.com/FishtownCap/status/2019753269711487139 AerCap $AER solid beat at $3.95 which including costs due to Spirit. [----] Core Earnings Guide: We started [----] at "8.50-9.50" which got walked up to $11 last quarter and finished at $11.42. FY26 guide started at $12-13 (+$1.8/share per their slide.) They'll walk this up [--] https://t.co/bbIIDgAjnp"
X Link 2026-02-08T02:40Z [----] followers, [----] engagements
"$AMZN This sentiment is a big reason why it sold off. Ignore that its an [--] bagger over [--] years measure from an arbitrary [--] year period. No discussion of biz growth moat or valuation. Just stock flat and capex so sell. @samsolid57 Amazon is the most overrated stock in the market. Ive owned it for seven years. The last [--] years the S&P has clobbered it. They can put up all the great numbers in the world but the stock wont keep up to S&P or QQQ. @samsolid57 Amazon is the most overrated stock in the market. Ive owned it for seven years. The last [--] years the S&P has clobbered it. They can put up"
X Link 2026-02-08T16:19Z [----] followers, 28.2K engagements
"$WLFC Willis Lease is collaborating with CFM International to launch a program to extend the life of CFM56-5B + CFM56-7B engines by restoring core components instead of fully disassembling engines. Moving to a more service based model. I still have them at $25-30 EPS in FY26"
X Link 2026-02-09T20:18Z [----] followers, [----] engagements
"$FISV I think $8 is pretty good for a reset year. Thought they could guide lower than that. [--] P/E probably rally today even with it down pre market $FISV Fiserv hat seine Q4-Zahlen vorgelegt Umsatz von $5284 Mrd. bertrifft die Erwartungen von $49 Mrd. Gewinn je Aktie von $199 bertrifft die Erwartungen von $190 Ausblick FY2026: Organisches Umsatzwachstum zwischen 1-3% Gewinn je Aktie zwischen $800-830 $FISV Fiserv hat seine Q4-Zahlen vorgelegt Umsatz von $5284 Mrd. bertrifft die Erwartungen von $49 Mrd. Gewinn je Aktie von $199 bertrifft die Erwartungen von $190 Ausblick FY2026: Organisches"
X Link 2026-02-10T12:18Z [----] followers, [----] engagements
"@Stockspy1 Waters transaction my friend. you'll get shares of $WAT soon"
X Link 2026-02-10T15:01Z [----] followers, [--] engagements
"@iBladesi As silly as me owning $ALL under $200 after just earning $35/share least year I suppose"
X Link 2026-02-10T16:23Z [----] followers, [---] engagements
"@LAEQTY @BluthCapital Shannon Engine JV up 84% YoY $FTAI's turning these into data center powerplants now. Agree on management. I see some more tailwinds here and I don't think they'd give that guide without line of sight into a few dollars more"
X Link 2026-02-10T19:37Z [----] followers, [---] engagements
"@BubbleBeta @CapitalObserver @retaox and it was -10% [--] weeks ago. Let me know where you predicted the AI panic where anything related to software including $INTU -50% $TEAM -75% $CRM -45% etc"
X Link 2026-02-11T17:20Z [----] followers, [---] engagements
"$ET Energy Transfer reports next week. Crude up 10% and + a major cold snap since ET FY26 guidance on 1/6. There is a country mile in valuation gap between ET (8x) and $EPD (11x) $KMI (13.5x) $WMB (17x) Even $OKE now 11x. AI taking over $ET is investing primarily in natty $ET Purchased a slug of Jan2027 $17 calls for $1. They may win they may not but I don't think they're priced correctly. With the current guide they'll pay for $4.5 out of the $5.5 in CapEx right from cash flow. Sentiment could easily shift back to this group in [--] weeks. $ET Purchased a slug of Jan2027 $17 calls for $1. They"
X Link 2026-02-11T18:24Z [----] followers, [----] engagements
"@jhurt__ @risk_chief How does the data entry piece go away"
X Link 2026-02-12T13:55Z [----] followers, [--] engagements
"Willis Lease Finance Launches In-House Engine Module Restoration Capability Willis Module Shop $WLFC $FTAI Willis now doing module restoration $AER looking at engine conversions. Good luck $FTAI at 40x https://finance.yahoo.com/news/willis-lease-finance-corporation-launches-133000678.html Is $FTAI (40x FY26 estimates) about to buy out $WLFC (14x FY26 Estimates about 9x my estimates) They usually trade somewhat together. https://t.co/yLV5NBos5R https://finance.yahoo.com/news/willis-lease-finance-corporation-launches-133000678.html Is $FTAI (40x FY26 estimates) about to buy out $WLFC (14x FY26"
X Link 2026-02-12T13:57Z [----] followers, [----] engagements
"Right now I'd agree. The narrative is going to be the narrative for a while. $INTU cut in half $CBZ down 70%. I generally pound the table when I see a near term catalyst and right now there really isn't one I'll admit. But I've heard "AI Taxes" for years now. It's just not an AI use case to me. https://twitter.com/i/web/status/2022311175371821274 https://twitter.com/i/web/status/2022311175371821274"
X Link 2026-02-13T14:05Z [----] followers, [--] engagements
"@pernasresearch @Reignots Indeed it is. I'm not sure how good it would be the narrative would switch to "China gonna beat us" and everything might plummet"
X Link 2026-02-13T21:07Z [----] followers, [---] engagements
"@okieinvestor Not sure but these are nearly all from Bangladesh and India and were going to get to turn off things by country soon"
X Link 2026-02-14T03:01Z [----] followers, [---] engagements
"Molina $MOH -30%. This is nasty price action Q4 Loss $5 [----] guide. I wouldn't touch any of these stocks outside $CI. $UNH UnitedHealth At $295 it's 16x FY26 estimates of $17.75 & has PBM risk. $CI Cigna also a PBM but trades at 9x and not reliant on government. Was long $CNC $ELV last year. They've all rerated to low/mid teens vs high single digits. Not interested at these prices. $UNH UnitedHealth At $295 it's 16x FY26 estimates of $17.75 & has PBM risk. $CI Cigna also a PBM but trades at 9x and not reliant on government. Was long $CNC $ELV last year. They've all rerated to low/mid teens vs"
X Link 2026-02-05T21:28Z [----] followers, 10.3K engagements
"@CapitalObserver $CNC down to $35. it almost looks like a short still"
X Link 2026-02-05T21:45Z [----] followers, [---] engagements
"I think software stocks are about to rip. Will delete if wrong. 😀"
X Link 2026-02-13T16:46Z [----] followers, [----] engagements
"Theres a significant lag between CapEx spend and revenue generation. Data centers dont build overnight. Im unclear of what maintenance expense would be. Its a low amount for data centers. I think were assigning a narrative to stock price action here. All of a sudden were acting like the folks running Google Amazon and MIcrosoft are idiots. https://twitter.com/i/web/status/2023072897070203104 https://twitter.com/i/web/status/2023072897070203104"
X Link 2026-02-15T16:32Z [----] followers, [--] engagements
"$BRK buying probably shouldn't be a reason for a stock to go up anymore. $KHC $OXY $CB $SIRI $UNH Buffett stake Rumors Buffett has taken a stake in $UNH SI https://t.co/ObyJFV8V65 $UNH Buffett stake Rumors Buffett has taken a stake in $UNH SI https://t.co/ObyJFV8V65"
X Link 2025-08-05T16:50Z [----] followers, [----] engagements
"@StockJabber @DeepSailCapital This trend has been in place for a while now more than half of engagement rings have lab grown diamonds. Why is $SIG a loser from this They're not mining the diamonds. If anything diamonds being more affordable probably lets them increase margins"
X Link 2025-08-05T17:01Z [----] followers, [---] engagements
"@MadisonLackey44 I've learn to avoid non-growing businesses that are optically cheap but carry a lot of debt. This $OGN lots of names like this look great but can get chopped in half very quickly when business results miss expectations"
X Link 2025-08-05T17:02Z [----] followers, [---] engagements
"@violacapital @kingdomcapadv @crowdturtle @MilhemGroup Fair enough - maybe need to kick the tires again here"
X Link 2025-08-05T19:48Z [----] followers, [---] engagements
"@kingdomcapadv @violacapital @crowdturtle @MilhemGroup They're going to buy back $75m in shares. for a company doing $100m+ OCF per quarter. So we needed a debt offering to grab [--] months worth of cash for buybacks In this stupid market it probably goes up 10% on this news but this is bush league stuff"
X Link 2025-08-05T21:32Z [----] followers, [---] engagements
"@Bullstkpicks @violacapital @kingdomcapadv @crowdturtle @MilhemGroup They're increasing leverage to buy back shares. Can it work Yes. Is it aggressive can it backfire Also yes. There's no such thing as a free lunch"
X Link 2025-08-05T21:46Z [----] followers, [---] engagements
"@Bullstkpicks @violacapital @kingdomcapadv @crowdturtle @MilhemGroup Ok so why doesnt every company do this if its so super shareholder friendly and like totally bullish Who are the idiots on the other side of the trade"
X Link 2025-08-05T23:00Z [----] followers, [---] engagements
"Have been kicking the tires on $CROX for a while but never pulled the trigger because Im dumb money in fashion. Solid quarter to guiding to an 11% sequential revenue drop Oof $CROX Crocs reports Q2 EPS $4.23 consensus $4.02 -- Q2 revenue $1.15B consensus $1.14B. -- Sees Q3 revenue down 9%-11% y/y $CROX Crocs reports Q2 EPS $4.23 consensus $4.02 -- Q2 revenue $1.15B consensus $1.14B. -- Sees Q3 revenue down 9%-11% y/y"
X Link 2025-08-07T11:32Z [----] followers, [----] engagements
"@JamesHMackay They're certainly the biggest and very diverse but $CI and $ELV also buyback back shares and much cheaper I personally think $CNC has most upside on a [--] year roadmap. I'm kicking the tires on lots of these now but $UNH is less compelling to me"
X Link 2025-08-07T19:36Z [----] followers, [---] engagements
"Finally listened to the Energy Transfer $ET call. Disclosed a 6x EBITDA number for this project. [---] year wait and hopefully they finish on time but $1B/year in EBITDA from this pipe. $ET Energy Transfer A $5.3B pipeline that wasn't even on their proposed project list Remember the guidance for sub $1 billion CapEx from a few years back That was fun. https://t.co/gjkQiPcEaz $ET Energy Transfer A $5.3B pipeline that wasn't even on their proposed project list Remember the guidance for sub $1 billion CapEx from a few years back That was fun. https://t.co/gjkQiPcEaz"
X Link 2025-08-08T02:14Z [----] followers, [----] engagements
"Back in $CNC at $25.5. Also long $ELV at [-----] and $CI at $274. 2% positions each. Coffee can positions that I'll try not to pay attention to I think they're all up 30%+ in a year potentially more. Just sold the $CNC shares here at $29.5 - banked a good win and still have the $30 calls for today if it really takes off. Will hope to get back in shares lower. Just sold the $CNC shares here at $29.5 - banked a good win and still have the $30 calls for today if it really takes off. Will hope to get back in shares lower"
X Link 2025-08-08T16:08Z [----] followers, [----] engagements
"@Greenbackd Down nearly 10% since last November. Hadn't realized that. $RSP looked weak enough as is"
X Link 2025-08-08T19:53Z [----] followers, [---] engagements
"You have to dig around this because of all the noise from the IRS shifting tax deadlines around with Covid. They didnt lose money in [----] and [----] wasnt as strong as reported. They also changed their reporting periods to avoid this (their fiscal used to end April 30; its now June 30th.) NI this year will look weird until they report Tuesday because of tax rate (which is going to drop to almost zero in Q4.)"
X Link 2025-08-10T13:20Z [----] followers, [--] engagements
"@The_Pro_Invest It is. 5% EBITDA growth for a 10x multiple company that's returning all the income via share repurchase and dividends is pretty cheap in this market. Dividend yield is getting reasonable too"
X Link 2025-08-12T21:10Z [----] followers, [--] engagements
"@The_Pro_Invest It's a good long term purchase here. Dividend yield getting decent too agreed"
X Link 2025-08-13T18:25Z [----] followers, [--] engagements
"@rev_cap I'm not sure of that. Democratic approval ratings are at all time lows"
X Link 2025-08-15T00:04Z [----] followers, [---] engagements
"@rev_cap Multi decade lows for Democratic approval. This is the party that's sweeping midterms I doubt it. Besides lots of time between now and then this will all change"
X Link 2025-08-15T00:08Z [----] followers, [---] engagements
"@valuesci I've poked around at this. You and my other smart friends like @siyul like the name. Anyone do a model where we know they're super profitable Not an expert in this space but it's an interesting idea"
X Link 2025-08-15T00:47Z [----] followers, [---] engagements
"@ecommerceshares Panic selling is wild. $CNC - not a small company - went from $58 to $25 on similar issues"
X Link 2025-08-15T00:59Z [----] followers, [---] engagements
"@Greenwaterbot11 @redpill_finance @rev_cap Have you looked in the mirror and realized you're a moron Literally nothing - nothing about cattle is tariff related. It's a combo of increased demand (steak is healthy)nd grain prices due to dry weather. CATTLE ARE PRODUCED HERE"
X Link 2025-08-15T01:08Z [----] followers, [---] engagements
"$FICO I disagree. Its still 45x and Vantagescore is owned by the [--] firms that own all the credit data. What FICO does is pretty trivial at its core. I dont think their moat is worth much and they pushed pricing too far and got a competitor. Just my [--] cents. $FICO lows are in One of the best risk/reward in the market now $FICO lows are in One of the best risk/reward in the market now"
X Link 2025-08-19T23:09Z [----] followers, 49.8K engagements
"@MrJulius007 @jefernandez8 You probably have a point. Yes I've interacted with lots of these folks unfortunately. Could get used more for where costs aren't passed on like credit cards with lower limits and things like that. Mortgages maybe not"
X Link 2025-08-20T11:58Z [----] followers, [---] engagements
"@Tintincapital I don't think anything happens with $BRK until Warren steps down and they have plenty to fix with their existing businesses. Plus $CSX has run so much it would be another 25x acquisition for a company with shrinking operating income"
X Link 2025-08-20T12:56Z [----] followers, [---] engagements
"@ineedsow @KerrisdaleCap Lol. Go read a bullish Tesla or Palantir article many of which are the wet dreams of the most naive investors on the planet and tell me with a straight face they deny sensationism"
X Link 2025-08-20T21:26Z [----] followers, [--] engagements
"@pradeeepk @FullySynergized Which if it happens would put them at a mid 30x multiple I'd rather buy $MSFT today if I'm paying up for quality"
X Link 2025-08-22T12:00Z [----] followers, [---] engagements
"@pradeeepk @FullySynergized $FICO got a good amount of pushback after the last couple rounds of hikes. Changes won't happen immediately but customers generally don't take a 4-5x cost increase in [--] years and do nothing. That said it could bounce and I wouldn't be short this either"
X Link 2025-08-22T12:04Z [----] followers, [---] engagements
"@orrdavid @stoked_on_waves @DaBao_ Agree but what he has bet on has been terrible: $KHC $OXY airlines (sold at Covid lows) puked $WFC out at $25 etc"
X Link 2025-08-23T10:51Z [----] followers, [---] engagements
"@orrdavid @DaBao_ @stoked_on_waves I know we disagree on $AER. Its a slow moving industry but Id be bearish on $BA before $AL and $AER Given the money printing around the world Id hardly bet on anything being cheaper [--] years out"
X Link 2025-08-23T10:58Z [----] followers, [---] engagements
"Winning trade for sure but small (1% or so) relatively to their market cap. This is his biggest winner in a [--] year time span where the market double. Hes bought nothing besides this really despite a record cash holding. Davids correct and Ive said this before theyre too big to be buying individual stocks and companies anymore"
X Link 2025-08-23T11:20Z [----] followers, [--] engagements
"@crowdturtle I guess I personally dont understand the need for the financial alchemy but 🤷🏻♂"
X Link 2025-08-23T20:04Z [----] followers, [---] engagements
"@kingdomcapadv @CaptainRoyen @violacapital @UnclePennyBagz3 @crowdturtle I agree. It also will have a negative impact on refinancing existing debt. I don't like gimmicky stuff like this. [--]. Continue streamlining the business [--]. Use the cash to buy back shares and deleverage. It doesn't need to be complex"
X Link 2025-08-25T14:56Z [----] followers, [---] engagements
"@MattJMcClintock Haven't looked at $NKE in a bit. surprised it bounced so hard"
X Link 2025-08-27T12:29Z [----] followers, [---] engagements
"@TarekAntaki @crowdturtle Right here with you guys (except for $AER which has been on fire.)"
X Link 2025-08-29T02:53Z [----] followers, [--] engagements
"@Jon_Costello_ Question Jon (and I only saw the article preview.) How much is the dip in ROE/ROCE just a reflection of $OKE having higher CapEx and a few longer running projects than in 21-23"
X Link 2025-09-02T14:13Z [----] followers, [---] engagements
"@Jon_Costello_ Appreciate your thoughts thank you. Numbers could be better next year if they hit their [--] EBITDA target as very few organic projects finishing in [--]. Will see if this is just merger indigestion or deteriorating competitive position (or how much of each.)"
X Link 2025-09-02T14:24Z [----] followers, [--] engagements
"@crowdturtle I'd rather see a balanced plan with repurchases and DEleveraging like $MO and others and drive a rerating that way but I'm a lower risk sort of person at this stage in my investing career. and I can't see M&A as a good thing here"
X Link 2025-09-03T00:17Z [----] followers, [---] engagements
"Wild part in the CPG carnage is the worst performing co's have deleveraged a lot $KHC $30B debt in [----] - $18.6B $CAG $10.5 debt in [----] - $8B Both cut in half since [----] and not very obvious looking at the P&L's. But big narrative shift from quasi-UTE to vulnerable"
X Link 2025-09-03T11:52Z [----] followers, [----] engagements
"@rbptechnology Yes that's the narrative shift I was mentioning. I like $HRL best for the reasons you list but I also think those positives are more than priced in (it's 17x versus 10x for the rest of the group.)"
X Link 2025-09-03T12:24Z [----] followers, [---] engagements
"@The_Pro_Invest Generally agree and haven't touched them for this reason but they've absorbed a higher rate environment and this point and are starting to look a little interesting especially if they take another leg down on tax loss selling"
X Link 2025-09-03T12:27Z [----] followers, [--] engagements
"$AEO love the story here but. Sales beat by a tiny amount guide to lower GM LSD sales growth no more buyback (&used debt to fund it) Guiding 3Q OpIncome -30m & Q4 OpIncome -20m YoY Doesn't seem like a +25% beat to me. Maybe +5%"
X Link 2025-09-03T20:59Z [----] followers, [----] engagements
"@InvestsCletus They beat expectations certainly but they're still guiding down a lot YoY. FY23 Q3+Q4 OpIncome= $270m FY24 Q3+Q4=271m just guided FY25Q3+Q4 to $230m or so"
X Link 2025-09-03T21:04Z [----] followers, [---] engagements
"@siyul 😂I'm glad you used the word "satisfactory" because anything stronger than that would surely anger the market gods"
X Link 2025-09-04T13:56Z [----] followers, [---] engagements
"Centene $CNC Barclay's analyst who cut the PT looks has [--] years total professional experience per his LinkedIn. His track record is abysmal and he had a Buy on this when it was $60-75. Anyhow I added a few more shares here. https://www.tipranks.com/experts/analysts/andrew-mok-cfa #BARCLAYS analyst Andrew Mok who covers $CNC has the current 3rd biggest #pricetarget movement on AnaChart (04-Sep-2025 (12PM)) by downgrading from $45 to $33 with a decrease in potential upside change from $14.94(49.7%) to $2.94(9.78%) with a rating of Equal-Weight https://t.co/cjwXu8BrUE"
X Link 2025-09-04T17:36Z [----] followers, [----] engagements
"@AggieCapitalist $NVDA story isn't about FCF yield it's about revenue durability. Do we think they'll be selling the more GPU's for higher margin [--] years from now or will it mean revert Get that answer right and you make a lot of money"
X Link 2025-09-08T20:40Z [----] followers, [---] engagements
"@RogueWayve Similar EVs but Doles ebitda is over 50% higher. Even accounting for minority interests (so maybe 35% higher counting that) its a fairly big gap. Not a HR play but I could see this push back to upper teens after next few quarters when all their cash comes in"
X Link 2025-09-09T11:22Z [----] followers, [--] engagements
"@DOMOCAPITAL Who's liquidating shares today Wow"
X Link 2025-09-09T14:36Z [----] followers, [---] engagements
"I'm won't share the video of Charlie Kirk but it's heart wrenching. I pray for him and his family. I'm a political nomad but too many on the left celebrate violence cheered the attempt on Trump's life and constantly defend violence if it suits their political ends. You are who you associate with and I know who I'm never supporting again. Enough. Assassination culture is spreading on the left. Forty-eight percent of liberals say it would be at least somewhat justified to murder Elon Musk. Fifty-five percent said the same about Donald Trump. In California activists are naming ballot measures"
X Link 2025-09-10T20:24Z [----] followers, [----] engagements
"@BasedStatistic @blondesnmoney @shortbus_ace I considered myself very centric for a long time but not anymore and I mostly blame one party for where we are"
X Link 2025-09-10T20:29Z [----] followers, [--] engagements
"@valuesci Not too familiar with the name but crazy how many 20x companies have gotten chopped down to 12x this year as tech has sucked the air out of everything"
X Link 2025-09-11T00:02Z [----] followers, [---] engagements
"I'm not above taking a victory lap. Centene $CNC up almost 30% from a week ago when the analyst with [--] years of investing experience cut the price target. Centene $CNC Barclay's analyst who cut the PT looks has [--] years total professional experience per his LinkedIn. His track record is abysmal and he had a Buy on this when it was $60-75. Anyhow I added a few more shares here. https://t.co/Duq8GlXLbG https://t.co/fBzt6yWqiW Centene $CNC Barclay's analyst who cut the PT looks has [--] years total professional experience per his LinkedIn. His track record is abysmal and he had a Buy on this when it"
X Link 2025-09-11T13:17Z [----] followers, [----] engagements
"Also. adding $ELV here premarket at $315. Big news here from $CNC (IMO) was the repricing of [----] contracts. $ELV did not talk about that last week I believe. $CNC up 16% $ELV up [---] premarket. I'm not above taking a victory lap. Centene $CNC up almost 30% from a week ago when the analyst with [--] years of investing experience cut the price target. I'm not above taking a victory lap. Centene $CNC up almost 30% from a week ago when the analyst with [--] years of investing experience cut the price target"
X Link 2025-09-11T13:29Z [----] followers, [----] engagements
"@SayNoToTrading I added to $ELV this morning. hang tight"
X Link 2025-09-11T15:23Z [----] followers, [---] engagements
"@valuesci Yeah. I've been in and out of $CVS over the years and kicked myself for missing it in the $40's late last year. Pure panic/tax loss selling"
X Link 2025-09-11T17:59Z [----] followers, [--] engagements
"@valuesci I don't really pay attention to Morningstar 😀 Cigna is 100% private insurance at this point (sold their small Medicare group this year) and haven't lowered estimates at all. 10x FY25 EPS but down 15-20% in sympathy with the group & buyback back shares"
X Link 2025-09-11T18:02Z [----] followers, [---] engagements
"@JamesHMackay Bruh I don't even get a hat tip for pushing $CNC on you (I'm kidding.)"
X Link 2025-09-11T19:55Z [----] followers, [---] engagements
"The weapon in question looks to be a single shot bolt action rifle. Short of banning all guns how do we think this is a "gun problem." No we absolutely have a Democrat problem. They're largely a corrupt evil group that has dehumanized the right over the past decade. My guess is this is the party you associate with. But I'd like to know your thoughts on the ethics of withholding IPV and HepB"
X Link 2025-09-11T20:43Z [----] followers, [--] engagements
"@BlueDuckCap Buyout hopes Surprised they're not hitting an ATM here"
X Link 2025-09-11T21:21Z [----] followers, [---] engagements
"@valuesci Yes and he added to $ELV in Q2 as well"
X Link 2025-09-12T16:24Z [----] followers, [---] engagements
"@nums_over_narrs @GoForGrubes2 You talk about electric utes priced like AI plays but $AWK is at 25x"
X Link 2025-09-12T20:40Z [----] followers, [--] engagements
"@NickTimiraos A "loan estimate". how about the actual loan docs"
X Link 2025-09-12T21:46Z [----] followers, 12.1K engagements
"@RobertMarcin Were in the [--] sigma range on most valuation measures but sure why not"
X Link 2025-09-13T05:30Z [----] followers, [---] engagements
"The concept of being supported by parents after college is wild to me. But yeah it's both. The index investing crowd is up 3-4x from [--] years ago. That's the scariest part of the fiscal hole we're in. $2T+ deficit with all of this"
X Link 2025-09-13T13:25Z [----] followers, [--] engagements
"Walmart $WMT vs Target $TGT Just wild. WMT at a 40x P/E versus TGT at a 12x. Goes against the "poor/middle getting squeezed" narrative a bit"
X Link 2025-09-13T15:58Z [----] followers, [----] engagements
"@StevenShadduck Tell that to Charlie Kirk or Iryna Zarutska. Sorry this doesnt work"
X Link 2025-09-13T20:00Z [----] followers, [---] engagements
"@rbptechnology Wouldnt have guessed $TGT skewed more left but I have no data either way so maybe. Still a stark valuation difference. Walmart was a 15x stock for a longggg time"
X Link 2025-09-13T22:54Z [----] followers, [---] engagements
"@sadvalueinvestr Has it ever changed your investment thesis As someone thats worked for public COs 100% of his career the amount that these are gamed Q to Q is wild"
X Link 2025-09-16T01:18Z [----] followers, [--] engagements
"@Pembrokestcap @chrislhayes @David_Slotnick I missed that if that happened. That said: look at what the Biden administration did during COVID with the social media companies. I missed the outrage from these folks back then. Honestly canceling him was Colbert all over. An easy excuse to cancel a money losing show"
X Link 2025-09-18T01:28Z [----] followers, [--] engagements
"@NickalobeUltra Ok Ive been kicking the tires on it. Even assuming Argentina is not an issue its not THAT cheap and big cash is 3+ years off"
X Link 2025-09-19T16:26Z [----] followers, [---] engagements
"@GoForGrubes2 @MadisonLackey44 I might finally buy here. Name Ive looked at for a while"
X Link 2025-09-20T18:20Z [----] followers, [---] engagements
"@SayNoToTrading @TSOH_Investing Wow - nice job nailing the dead bottom. Good argument to be made to invest here after a string of underwriting losses rather than when underwriting is strong. Still seems cheap to me and they've put up very good numbers lately"
X Link 2025-09-22T23:29Z [----] followers, [--] engagements
"@SteigerwaldValu @Tintincapital Maybe The market for these is tough right now they want to cut costs not increase them. Our car driver was talking about how the environmentalists were trying to stop them from burning Peat too"
X Link 2025-09-24T19:32Z [----] followers, [--] engagements
"I think the higher interest rate environment is one of the minor reasons. The major ones [--] The trend of the younger generation to not drink. [--] The moat of the "iconic" brands shrinking from celebrity brands and bespoke brands. - Titos went from unheard of to the #1 vodka and now they're launching Tequilla - Casamigos went from unheard of to a huge product - Aviator Gin etc. [--] Local niche brands. Philadelphia distilling sells a ton of Gin in Philly. I think the days of maintaining market share and case volume and pushing thru annual mild price increases like tobacco companies are long gone"
X Link 2025-09-24T20:30Z [----] followers, [---] engagements
"$ET is one my top positions. "Better value" is a mixed bag and highly dependent on your tax position. I basically cannot sell $ET. I'll lose 70% of my investment to taxes. $OKE isn't going to pay cash taxes until [----] and it's 12x next years EPS estimates. I'd much rather pay capital gains on that then try to ever sell an MLP"
X Link 2025-09-26T14:23Z [----] followers, [---] engagements
"@valuedontlie $OKE 's acquisition spree that resulted in more oil exposure merger synergies taking longer than expected disappointing recent ROA numbers and recently I believe tax loss selling. I'll again point out that $KMI is up 65% from [--] years ago and its EBITDA has barely risen"
X Link 2025-09-26T15:54Z [----] followers, [---] engagements
"@WaterworldCapi1 I think we had a lot of window dressing over these last few days for end of Q3. Note: fully talking my book shorted $NVDA after hours today"
X Link 2025-10-01T02:12Z [----] followers, [---] engagements
"You keep answering with factoids instead of responding to what Im saying. P/GP is nonsense. Comparing businesses without expenses is nonsense. Block looks expensive compared to peers because it is more expensive. $FI and plenty of others have great gross margins too. Maybe Blocks growth rate or business quality merit the premium thats fine. But looking at P/GP would make the folks publishing community adjusted EBITDA blush"
X Link 2025-10-02T00:37Z [----] followers, [---] engagements
"@JulianLinStocks Fair point though I also take a dim view of using P/S for software companies too. But again why not just use earnings growth If $XYZ can hold the line on SG&A+R&D grow top line teens theyre could be a mid teens earnings multiple by 2027"
X Link 2025-10-02T01:26Z [----] followers, [--] engagements
"@kiwicarrotcake It isn't. People are switching to Azure DevOps (ADO) a lot. I've used their products in my day job (JIRA Confluence) for a long time. I wouldn't short $TEAM but I wouldn't touch them long either"
X Link 2025-10-02T14:19Z [----] followers, [---] engagements
"@CapitalObserver Very much agreed. and I'm bullish on GCP too but not cheap anymore. Even ignoring the AI threat slower advertising and the narrative coming back and it's back to $175"
X Link 2025-10-03T13:02Z [----] followers, [--] engagements
"@ShafronTom Yeah hard to guess the maintenance timing but I think gain on sale will be juicy esp. with the weaker dollar as a tailwind"
X Link 2025-10-04T16:20Z [----] followers, [--] engagements
"@Suicide95518428 @deedydas Many state school do not prioritize in state as out of state and international students pay more. UT system may be unique. My Alma mater (Udelaware) is 2/3rds out of state/international and it was a source of contention when I was there"
X Link 2025-10-05T14:59Z [----] followers, [--] engagements
"$AMD So "could" contribute "over $100B" (note revenue not profit.) But $AMD has to give up 10% of itself ($35 billion worth or so as of this mornings pop.) [----] level nonsense. $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual revenue. OpenAI also has the option to acquire up to 10% of AMD stock at $0.01/shr. The agreement covers deployment of [--] GW of AMDs upcoming MI450 chips https://t.co/zDcT1wNdDl $AMD just signed a massive multi-year deal to supply AI chips to OpenAI that could generate tens of billions in annual"
X Link 2025-10-06T11:10Z [----] followers, [----] engagements
"@Vince85623723 Well the stock went up in the short term which can be the goal"
X Link 2025-10-06T11:15Z [----] followers, [--] engagements
"@CHItraders Oneok doesn't own any oil refineries. NGL fractionator maybe Where did you see this"
X Link 2025-10-06T20:19Z [----] followers, [---] engagements
"@BasedStatistic This is the hardest part as your account balance grows. When a 10% pullback loses you [--] years of work income it changes your risk tolerance a lot"
X Link 2025-10-07T22:53Z [----] followers, [---] engagements
"@BasedStatistic If - and its a big IF - thats even true those are the kinds of people that end up losing a ton of it too. Thats not investing its gambling and there plenty of loss porn out there too"
X Link 2025-10-07T23:37Z [----] followers, [--] engagements
"@MartinShkreli @db_fink @nocoiner0 @StanphylCap Pretty much"
X Link 2025-10-11T20:04Z [----] followers, [---] engagements
"@KarlisZauers @MartinShkreli @db_fink @nocoiner0 @StanphylCap Lost a significant amount of money in real terms during an insane bull market. The best part is Mark still acts like hes some successful big shot on here. His hedge funds office is his apartment and his website doesnt let clients login. He has no LPs"
X Link 2025-10-12T10:55Z [----] followers, [---] engagements
"@BasedStatistic How do you figure $1M and $10M are roughly the same Yes medical is the biggest question mark retiring early youll need a regular policy and likely a supplemental of some sort. How did you retire at 24"
X Link 2025-10-12T20:16Z [----] followers, [----] engagements
"@kiwicarrotcake Probably some of that also I think Tech is just sucking the air (money) from everything. $OKLO+8% on $CVNA up 5% etc. [----] vibes"
X Link 2025-10-15T14:15Z [----] followers, [---] engagements
"The fraud that is $TSLA is amazingly in plain sight and ignored. Tesla's offered 0% financing for up to [--] years() in the last [--] months of [----] in Norway. Now that it's gone Tesla's are getting outsold 10-1 by the 40kw Leaf and BMW i3 in [----] http://elbilstatistikk.no/ http://elbilstatistikk.no/"
X Link 2018-02-24T00:13Z [----] followers, [--] engagements
"Who wouldn't want to take a nice scenic walk or bike through an underground tunnel Nature is totally overrated anyhow. https://x.com/elonmusk/status/972233079342297088 Adjusting The Boring Company plan: all tunnels & Hyperloop will prioritize pedestrians & cyclists over cars https://x.com/elonmusk/status/972233079342297088 Adjusting The Boring Company plan: all tunnels & Hyperloop will prioritize pedestrians & cyclists over cars"
X Link 2018-03-09T22:25Z [----] followers, [--] engagements
"Wonder how todays recall will impact the resale value of all those used Model Ss $TSLA has to resell 🤔"
X Link 2018-03-29T23:10Z [----] followers, [--] engagements
"You're the CEO of the company who's autopilot product just killed someone and you're busy tweeting nonsense. $TSLA https://x.com/elonmusk/status/979893228160913408 Best music video art Ive seen in a while https://t.co/F2E4zDZMyM https://x.com/elonmusk/status/979893228160913408 Best music video art Ive seen in a while https://t.co/F2E4zDZMyM"
X Link 2018-03-31T02:00Z [----] followers, [--] engagements
"Actual $TSLA takeaways: They will sell 60-70k S/X units this year. Revenue is Q1 will be down 10% QoQ gross margin under 200M and net loss approaching $1 billion"
X Link 2018-04-03T13:31Z [----] followers, [--] engagements
"Absolutely correct. I think @elonmusk is especially on edge after his Model Y announcement which you KNOW he's been saving up did zero to move the stock. Even the die hard's realize it isn't credible. $TSLAQ $TSLA https://x.com/bluff_capital/status/984536215373443075 Even if someone's a bull a note: basically throwing a MASSIVE hissy fit at anyone who doesn't worship you is an enormous red flag. Companies deal with short sellers like mature adults (usually) not tweets about "place your bets" and PRs throwing accusations out left and right. https://x.com/bluff_capital/status/984536215373443075"
X Link 2018-04-12T22:33Z [----] followers, [--] engagements
"Please read especially the @elonmusk $TSLA supporters. https://x.com/reveal/status/986294387259748352 1/ So before yesterday's investigation came out @tesla released a statement accusing us of being an extremist organization whos working directly with union supporters to create a calculated disinformation campaign. A LOT to unpack right there. So lets do it. https://t.co/Yerg8DoWPW https://x.com/reveal/status/986294387259748352 1/ So before yesterday's investigation came out @tesla released a statement accusing us of being an extremist organization whos working directly with union supporters"
X Link 2018-04-17T18:26Z [----] followers, [--] engagements
"You lost around [---] million your stock and your bonds are both down and you're bragging $TSLA longs are going to get everything they deserve. https://x.com/elonmusk/status/991786023351869441 La la la https://t.co/rLQfmrcNO2 https://x.com/elonmusk/status/991786023351869441 La la la https://t.co/rLQfmrcNO2"
X Link 2018-05-02T21:09Z [----] followers, [--] engagements
"As a software professional I don't want any code on my car that's not directly related to the car functioning or navigation. This is just dangerous - Easter Eggs on an automobile. $TSLA https://x.com/elonmusk/status/998988641702526977 Were going to include some fun games as hidden Easter eggs in Tesla S X & [--]. What do you think would be most fun in a car using the center touch screen https://x.com/elonmusk/status/998988641702526977 Were going to include some fun games as hidden Easter eggs in Tesla S X & [--]. What do you think would be most fun in a car using the center touch screen"
X Link 2018-05-22T18:10Z [----] followers, [--] engagements
"Iron Man [--] Production issues and competition has pushed Stark Industries to the brink of bankruptcy. Tony Stark despondent and struggling with substance abuse turns to Twitter to wage an epic battle against his critics and the media. Arriving Summer [----] $TSLA"
X Link 2018-05-24T13:04Z [----] followers, [--] engagements
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