# ![@JustinSherfield Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::191991185.png) @JustinSherfield ᴎiƚꙅuႱ

ᴎiƚꙅuႱ posts on X about $adbe, $crox, $gddy, $amzn the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::191991185/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::191991185/c:line/m:interactions.svg)

- [--] Week [-----] -99%
- [--] Month [-------] +1,402%
- [--] Months [-------] +2,827%
- [--] Year [-------] +331%

### Mentions: [--] [#](/creator/twitter::191991185/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::191991185/c:line/m:posts_active.svg)

- [--] Week [--] +55%
- [--] Month [---] +51%
- [--] Months [---] +503%
- [--] Year [---] +154%

### Followers: [------] [#](/creator/twitter::191991185/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::191991185/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] +6.40%
- [--] Months [---] +2.60%
- [--] Year [---] +14%

### CreatorRank: [---------] [#](/creator/twitter::191991185/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::191991185/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [musicians](/list/musicians)  [celebrities](/list/celebrities) 

**Social topic influence**
[$adbe](/topic/$adbe), [$crox](/topic/$crox), [$gddy](/topic/$gddy) #6, [$amzn](/topic/$amzn) #1068, [$ulta](/topic/$ulta), [$googl](/topic/$googl), [$stz](/topic/$stz), [$nflx](/topic/$nflx), [$pypl](/topic/$pypl), [stocks](/topic/stocks)

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@qcapital2020](/creator/undefined) [@warrenbuffett](/creator/undefined) [@jakewujastyk](/creator/undefined) [@mrderivatives](/creator/undefined) [@billackman](/creator/undefined) [@mayhem4markets](/creator/undefined) [@tintincapital](/creator/undefined) [@theshortbear](/creator/undefined) [@valuestockgeek](/creator/undefined) [@marketplunger1](/creator/undefined) [@ccmbrett](/creator/undefined) [@retaox](/creator/undefined) [@mistressdivy](/creator/undefined) [@logicalthesis](/creator/undefined) [@pythiar](/creator/undefined) [@unusualwhales](/creator/undefined) [@stockmktnewz](/creator/undefined) [@contrarcap](/creator/undefined) [@repmtg](/creator/undefined)

**Top assets mentioned**
[Adobe, Inc. (ADBE)](/topic/$adbe) [Crocs, Inc. (CROX)](/topic/$crox) [GoDaddy, Inc. (GDDY)](/topic/$gddy) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Netflix Inc (NFLX)](/topic/$nflx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Kenvue Inc. (KVUE)](/topic/$kvue) [Deere & Company (DE)](/topic/$de) [Oxygen (OXY)](/topic/$oxy) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Metadium (META)](/topic/$meta) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Applied Materials, Inc. (AMAT)](/topic/$amat) [DisChain (DIS)](/topic/$dis) [Etsy Inc (ETSY)](/topic/$etsy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hershey Co (HSY)](/topic/$hsy) [Enphase Energy Inc (ENPH)](/topic/$enph) [Airbnb, Inc. (ABNB)](/topic/$abnb) [MercadoLibre Inc (MELI)](/topic/$meli) [Diageo plc (DEO)](/topic/$deo) [Novo-Nordisk (NVO)](/topic/$nvo) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Decentral Games (DG)](/topic/$dg) [Madison Square Garden Sports Corp. (MSGS)](/topic/$msgs) [Target Corporation (TGT)](/topic/$tgt) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [CatCoin (CAT)](/topic/$cat) [Markel, Corp. (MKL)](/topic/$mkl) [RAI Finance (SOFI)](/topic/$sofi) [Kraft Heinz Co (KHC)](/topic/$khc) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Liberty Media Corporation Series A Liberty SiriusXM Common Stock (LSXMA)](/topic/$lsxma) [Liberty Media Corporation Series C Liberty SiriusXM Common Stock (LSXMK)](/topic/$lsxmk) [Zoetis Inc (ZTS)](/topic/$zts) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Alibaba Group (BABA)](/topic/$baba) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Atkore Inc. (ATKR)](/topic/$atkr) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [UnitedHealth Group (UNH)](/topic/$unh) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Costco Hot Dog (COST)](/topic/$cost) [Symbotic Inc. Class A Common Stock (SYM)](/topic/$sym) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [4 (FOUR)](/topic/$four) [Sea Limited (SE)](/topic/$se) [Micron Technology, Inc. (MU)](/topic/$mu) [Discover Financial Services (DFS)](/topic/$dfs) [Stellantis N.V. (STLA)](/topic/$stla) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [Astera Labs, Inc. (ALAB)](/topic/$alab) [Guardant Health, Inc. Common Stock (GH)](/topic/$gh)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Theres some really exciting companies with tremendous growth runways happening in Asia right now $CPNG $SE $AGC $SFTBY $TCEHY $BABA $JD $PDD"  
[X Link](https://x.com/JustinSherfield/status/1387279347250130945)  2021-04-28T05:35Z [---] followers, [--] engagements


"$SRNGU @NatHarooni have you guys done any research on Ginkgo Bioworks Looks interesting https://www.barrons.com/articles/biotech-stocks-amyris-zymergen-gingko-bioworks-soaring-eagle-acquisition-51626478742 https://www.barrons.com/articles/biotech-stocks-amyris-zymergen-gingko-bioworks-soaring-eagle-acquisition-51626478742"  
[X Link](https://x.com/JustinSherfield/status/1418282025157419014)  2021-07-22T18:49Z [---] followers, [--] engagements


"Anyone have any opinions on HelloFresh stock $HELFY $HLFFF"  
[X Link](https://x.com/JustinSherfield/status/1550179757265809409)  2022-07-21T18:03Z [---] followers, [--] engagements


"I added more and now have an avg of $16.41. $PARA appears undervalued at current levels with a market cap of $13 billion and trading at a discount to book value. The company is a leader in entertainment with a strong portfolio of assets and long history of profitability. I believe $PARA is worth at least $28 per share today with good management who can conservatively grow intrinsic value in 3-5 years Initiated a position around $16.50 will look to add more on dips I believe $PARA is worth at least $28 per share today with good management who can conservatively grow intrinsic value in 3-5"  
[X Link](https://x.com/JustinSherfield/status/1613360659374440448)  2023-01-12T02:22Z [---] followers, [----] engagements


"Top [--] holdings 25% of Portfolio $GOOGL $META $TSM $ADYEY $ALLY"  
[X Link](https://x.com/JustinSherfield/status/1614005894945320960)  2023-01-13T21:06Z [---] followers, [---] engagements


"$RBB at support. [----] P/B. [--] x P/E. 2.9% dividend yield"  
[X Link](https://x.com/JustinSherfield/status/1618870218985725952)  2023-01-27T07:15Z [---] followers, [--] engagements


"$GOOGL $META $ADYEN $NFLX $ALLY $AMZN $TSM $AMAT $SCHW"  
[X Link](https://x.com/JustinSherfield/status/1662193920732971008)  2023-05-26T20:28Z [---] followers, [---] engagements


"Still waiting on these. $DIS $DPZ $ETSY $BAC"  
[X Link](https://x.com/JustinSherfield/status/1667222270056726529)  2023-06-09T17:28Z [---] followers, [--] engagements


"@ValueStockGeek $GOOGL $META and $TSM are about 20% of my portfolio. They were way too cheap in [--] imo"  
[X Link](https://x.com/JustinSherfield/status/1667224687041196032)  2023-06-09T17:38Z [---] followers, [---] engagements


"$DG never been cheaper on a P/E basis"  
[X Link](https://x.com/JustinSherfield/status/1668302782200446976)  2023-06-12T17:02Z [---] followers, [--] engagements


"$BLDR 3x P/E just [--] months ago for a quality business. Did not add fast enough on this one and so is only a small % of portfolio but has already more than doubled. Good idea to keep a watchlist of companies youd like to buy and set up alerts at prices youd like to own them at"  
[X Link](https://x.com/JustinSherfield/status/1668672460248748032)  2023-06-13T17:31Z [---] followers, [--] engagements


"The main risk for $NFLX right now is valuation"  
[X Link](https://x.com/JustinSherfield/status/1673792822636597248)  2023-06-27T20:38Z [---] followers, [--] engagements


"New highs for $BRK/B $BRK/A"  
[X Link](https://x.com/JustinSherfield/status/1683518583501094913)  2023-08-02T21:19Z [---] followers, [---] engagements


"$DIS owns 6% of $DKNG"  
[X Link](https://x.com/JustinSherfield/status/1687222130994274305)  2023-08-03T22:01Z [---] followers, [---] engagements


"Which one is it $PYPL"  
[X Link](https://x.com/JustinSherfield/status/1687567546688618496)  2023-08-04T20:53Z [---] followers, [---] engagements


"Reminiscing $BRK.B $BRK.A $BRK"  
[X Link](https://x.com/JustinSherfield/status/1688945398747172864)  2023-08-08T16:08Z [---] followers, [--] engagements


"If I would have just kept my [--] stock portfolio back in [----] I would have done better than all of the research Ive done 😅 And also a lesson in how your thesis/analysis can be wrong and you can still be right if there is enough margin of safety in price"  
[X Link](https://x.com/JustinSherfield/status/1694059143827726750)  2023-08-22T18:49Z [---] followers, [--] engagements


"$GME $AMC $SWN A lesson in buying and holding too"  
[X Link](https://x.com/JustinSherfield/status/1694059263583494594)  2023-08-22T18:49Z [---] followers, [---] engagements


"@JRambo0810 @Investor_NICK_ The short answer No $ETSY has never been as cheap as it is now at [--] x LTM FCF and 13.5x ntm FCF. If you havent looked into there unique competitive offering to consumers check it out. Think the R/R is favorable here"  
[X Link](https://x.com/JustinSherfield/status/1694755869895073968)  2023-08-24T16:57Z [---] followers, [---] engagements


"But what does this mean for us as a species How do we cope with the consequences of our actions How do we adapt to the changing environment How do we innovate and create solutions for the problems we face"  
[X Link](https://x.com/JustinSherfield/status/1696050089230479582)  2023-08-28T06:40Z [---] followers, [--] engagements


"How do we balance our needs and desires with the limits and opportunities of the Earth These are some of the questions that we need to ask ourselves in the Anthropocene Epoch"  
[X Link](https://x.com/JustinSherfield/status/1696050091654836630)  2023-08-28T06:40Z [---] followers, [--] engagements


"Current portfolio: $SIMO $GOOGL $ALLY $ETSY $DIS $ADYEN $NFLX $AMZN $AMAT $DPZ"  
[X Link](https://x.com/JustinSherfield/status/1697701331216327131)  2023-09-01T20:01Z [---] followers, [---] engagements


"Added to $ETSY & $ENPH"  
[X Link](https://x.com/JustinSherfield/status/1699831789341274246)  2023-09-07T17:07Z [---] followers, [---] engagements


"Nothing is guaranteed (I have my doubts) but who wouldnt want to play at Madison square Garden in the big apple $MSGS"  
[X Link](https://x.com/JustinSherfield/status/1701643415329595590)  2023-09-12T17:06Z [---] followers, [---] engagements


"You can get the highest yield in its history in $CCI 6.33% also paying low EV/sales of [--] which has historically been near bottoms. And lows in EV/EBIT"  
[X Link](https://x.com/JustinSherfield/status/1702384555074920550)  2023-09-14T18:11Z [---] followers, [---] engagements


"Check out the differences between $ENPH & $SEDG is the change in inventories comparing both of the companies in the LTM (35.8M) vs (493.9M) respectively. Paints an interesting picture of demand"  
[X Link](https://x.com/JustinSherfield/status/1704182095130808581)  2023-09-19T17:14Z [---] followers, [---] engagements


"The pain may be close to ending for $DG shareholders"  
[X Link](https://x.com/JustinSherfield/status/1704222407756751350)  2023-09-19T19:54Z [---] followers, [---] engagements


"$SPGI mean EV/EBIT since [----] is [----] Its currently at [----] How much is too much for a great business"  
[X Link](https://x.com/JustinSherfield/status/1705268278346776736)  2023-09-22T17:10Z [---] followers, [--] engagements


"Executives at one of the largest retail store chains in the United States made the opportunity cost decision that it was not worth it for them to operate stores in major wealthy cities including San Francisco NYC and Seattle because they calculated the theft they were incurring"  
[X Link](https://x.com/JustinSherfield/status/1707259342670684513)  2023-09-28T05:02Z [---] followers, [--] engagements


"$MU Call highlights: gross margin impact due to underutilization charges and inventory write-downs. mentioned an ongoing reduction in wafer capacity and an inventory target of [---] days. Operational expenses are expected to increase in the first quarter due to"  
[X Link](https://x.com/JustinSherfield/status/1707263442992918723)  2023-09-28T05:18Z [---] followers, [--] engagements


"estimate of low double-digit impact from China which has been lower in the first quarter. 💡 Mitigation efforts have helped reduce the net impact in China. 📊 They aim to achieve a market share for HBM3E similar to their DRAM supply share"  
[X Link](https://x.com/JustinSherfield/status/1707263447933866101)  2023-09-28T05:18Z [---] followers, [--] engagements


"🏗 Test and packaging CapEx could double next year with a significant portion dedicated to supporting HBM ramp. 💻 They expect robust growth in DRAM and NAND demand next year driven by higher value newer solutions"  
[X Link](https://x.com/JustinSherfield/status/1707263452358840548)  2023-09-28T05:18Z [---] followers, [--] engagements


"Based on historical Enterprise Value/Sales ratios the top [--] stocks in the QQQ are on average 55.7% overvalued. Again this is based on historical multiples not indicative of future results. Also ranked on EV/sales to avoid any abnormal disruptions that other metrics include"  
[X Link](https://x.com/anyuser/status/1708905418070937877)  2023-10-02T18:02Z [--] followers, [--] engagements


"This ranges from 78% undervalued based on historical multiples $META VS 405% overvalued $NVDA. Obviously the multiple expansion and contraction rhymes with the sentiment. But dont let sentiment be mistaken for performance"  
[X Link](https://x.com/JustinSherfield/status/1708906205958287767)  2023-10-02T18:06Z [---] followers, [--] engagements


"$DLTR and $DG have nearly identical market caps today but many metrics are different respectively ROIC 8.7% vs 12.2% EBIT margin 6.1% vs 8.0% P/E [-----] vs [----] [--] yr rev CAGR 6.3% vs 10.9% Revenues 29.3B vs 38.8B Op income 1.7B vs 3.1B One clearly differentiates itself"  
[X Link](https://x.com/JustinSherfield/status/1709632313368420438)  2023-10-04T18:11Z [---] followers, [---] engagements


"More often than not you are much better off buying an index fund unless you truly want to expend the energy and time it takes to learn about a company and the industry in which it operates"  
[X Link](https://x.com/JustinSherfield/status/1709783079068598322)  2023-10-05T04:10Z [---] followers, [--] engagements


"Lowest EV/sales in [--] years and within 10% of [--] lows. tempting $TGT"  
[X Link](https://x.com/JustinSherfield/status/1710321234603561469)  2023-10-06T15:48Z [---] followers, [---] engagements


"@BigBullCap Historic low in EV/sales bullish divergences forming on RSI and MACD showed up on my exhaustion screen as well hard not to see a favorable R/R here"  
[X Link](https://x.com/JustinSherfield/status/1710324768803893273)  2023-10-06T16:02Z [---] followers, [---] engagements


"$HSY has so many good brands. ugh trying to wait for a little bit cheaper"  
[X Link](https://x.com/JustinSherfield/status/1710522789718098164)  2023-10-07T05:09Z [---] followers, [--] engagements


"Every day as part of my investment process I run a few screens looking for different characteristics. One of the screens is an exhaustion screen which looks for stocks exhibiting a potential end of a downtrend. [--] stocks showed up on my screen Friday with peculiar timing $NOC $GD"  
[X Link](https://x.com/JustinSherfield/status/1711408081006145575)  2023-10-09T15:47Z [---] followers, [--] engagements


"Essentially meaning these stocks were being bought and bid up on Friday"  
[X Link](https://x.com/JustinSherfield/status/1711408488013054414)  2023-10-09T15:49Z [---] followers, [--] engagements


"$LHX and many energy names like $XOM as well"  
[X Link](https://x.com/JustinSherfield/status/1711419911942410612)  2023-10-09T16:34Z [---] followers, [--] engagements


"$TGT bouncing off that valuation support zone and divergences perfectly so far. RSI divergence not shown . Lots of volume at $130 zone may see a squeeze"  
[X Link](https://x.com/JustinSherfield/status/1711788594602672353)  2023-10-10T16:59Z [---] followers, [---] engagements


"8.76M global paid subscribers added for $NFLX a great example of how to create value by investing in quality content and expanding globally. The company has shown impressive growth while also raising prices to reflect its value proposition. I admire their execution"  
[X Link](https://x.com/JustinSherfield/status/1715054265562214517)  2023-10-19T17:16Z [---] followers, [--] engagements


"Added a small new position to portfolio today in $ULTA [--] times its been this cheap on EV/operating income basis in [--] and [--] incredible returns on capital"  
[X Link](https://x.com/JustinSherfield/status/1715064226136633746)  2023-10-19T17:55Z [---] followers, [---] engagements


"$ALB has never been cheaper on an Enterprise Value/Operating income basis"  
[X Link](https://x.com/JustinSherfield/status/1715236019027771798)  2023-10-20T05:18Z [---] followers, [---] engagements


"@The_Real_Fly A portfolio of $DG $ETSY $ENPH $TGT $JD should beat the indexes over the next few Years"  
[X Link](https://x.com/JustinSherfield/status/1715452959478473181)  2023-10-20T19:40Z [---] followers, [---] engagements


"This is a screen I run I call the dont short screen $NVDA $PDD $BKNG $PANW $ABNB $MELI $ANET $MAR $LULU $SNOW $TEAM"  
[X Link](https://x.com/JustinSherfield/status/1716516354029945221)  2023-10-23T18:06Z [---] followers, [----] engagements


"Hey @PacerETFs add $ETSY to the $COWZ etf"  
[X Link](https://x.com/JustinSherfield/status/1716890274109247797)  2023-10-24T18:51Z [---] followers, [--] engagements


"@marketplunger1 $DFS"  
[X Link](https://x.com/JustinSherfield/status/1717288166347153819)  2023-10-25T21:12Z [---] followers, [--] engagements


"$DG continues strong divergence"  
[X Link](https://x.com/JustinSherfield/status/1717548417264837018)  2023-10-26T14:27Z [---] followers, [--] engagements


"Value investing principles today in my view are less concerned about stocks being expensive in relation to history but expensive in relation to the opportunity cost that exists in fixed rates"  
[X Link](https://x.com/JustinSherfield/status/1718684217104802217)  2023-10-29T17:40Z [---] followers, [--] engagements


"$CROX expects [----] adjusted earnings of $11.55 and $11.85 per share compared with its previous outlook of $11.83 and $12.22. Analysts surveyed by Capital IQ expect $11.81. Even with the guidance downgrade Currently [--] [--] earnings"  
[X Link](https://x.com/JustinSherfield/status/1720113024005279888)  2023-11-02T16:17Z [---] followers, [---] engagements


"Congrats @WarrenBuffett what a trade $PARA"  
[X Link](https://x.com/JustinSherfield/status/1720476648900788291)  2023-11-03T16:22Z [---] followers, [---] engagements


"cant beat the engagement $CROX gets on socials"  
[X Link](https://x.com/JustinSherfield/status/1720575008622494205)  2023-11-03T22:53Z [---] followers, [---] engagements


"Current portfolio 110% net long due to some merger arbitrage positions that I believe are safe to add small amounts of leverage Top [--] (61% of portfolio) $ADYEN $ADYEY $GOOGL $SIMO $NFLX $ETSY $DIS $AMAT $AMZN $DPZ $ENPH"  
[X Link](https://x.com/JustinSherfield/status/1722675972842066409)  2023-11-09T18:02Z [---] followers, [---] engagements


"Other positions: $TSM $MKL $BRK.B $BRK.A $BLDR $LRCX $CROX $SAVE $CRWD $DFS $SOFI $ACI $STLA $ASML $ULTA $MANU $MSGS $ABNB $CAT $HSY"  
[X Link](https://x.com/JustinSherfield/status/1722676860700815396)  2023-11-09T18:05Z [---] followers, [---] engagements


"$COST trading like a 2.5% yielding equity bond with nominal growth when rates are at 5%"  
[X Link](https://x.com/JustinSherfield/status/1723065145818063124)  2023-11-10T19:48Z [---] followers, [---] engagements


"@JabroniCapital Could be hedging"  
[X Link](https://x.com/JustinSherfield/status/1724162703864836318)  2023-11-13T20:29Z [---] followers, [--] engagements


"Portfolio moving like penny stocks today $ENPH +16% $SAVE +11% $CROX +9% $BLDR +9% $ETSY +7%"  
[X Link](https://x.com/JustinSherfield/status/1724526135080583563)  2023-11-14T20:34Z [---] followers, [---] engagements


"Divergences show turning points well. Lets See if $DG can fill the gap"  
[X Link](https://x.com/JustinSherfield/status/1724547844512862532)  2023-11-14T22:00Z [---] followers, [---] engagements


"@CCM_Brett Why does $V / $MA deserve a 30x earnings multiple and $DFS only 6x"  
[X Link](https://x.com/JustinSherfield/status/1724675333004386508)  2023-11-15T06:26Z [---] followers, [--] engagements


"Wonder if Buffett is buying $KVUE"  
[X Link](https://x.com/JustinSherfield/status/1725564326940156109)  2023-11-17T17:19Z [---] followers, [---] engagements


"@ValueStockGeek Why $DE over $CAT"  
[X Link](https://x.com/JustinSherfield/status/1725567151631933898)  2023-11-17T17:30Z [---] followers, [---] engagements


"$KVUE @kenvue has one of the best brand portfolios Ive seen. Spinoffs on average outperform the market by about 10% for the first [--] years. Exceptional spinoffs (which my bias says $KVUE is) tend to do even better. Will slowly make this a top [--] position"  
[X Link](https://x.com/JustinSherfield/status/1725573485895000145)  2023-11-17T17:55Z [---] followers, [---] engagements


"RIP Charlie Munger one of my favorite investors but he was much more than that Here are a few of my favorite nuggets of wisdom from the 🐐 himself"  
[X Link](https://x.com/JustinSherfield/status/1729919675524579770)  2023-11-29T17:46Z [---] followers, [--] engagements


"$COST never fails to disappoint. Only 44x earnings here represents arguably the bargain of the century"  
[X Link](https://x.com/JustinSherfield/status/1734625549199286325)  2023-12-12T17:25Z [---] followers, [--] engagements


"Added position in $HSY @Hersheys valuation is still a little rich for my taste but an outstanding company that I will gladly add to at a lower price"  
[X Link](https://x.com/JustinSherfield/status/1736901874358648960)  2023-12-19T00:10Z [---] followers, [---] engagements


"Sold 1/2 position in $PANW $306 +118% from buys in Dec/Jan"  
[X Link](https://x.com/JustinSherfield/status/1737535104107651543)  2023-12-20T18:07Z [---] followers, [--] engagements


"A couple setups look good here $HSY $JD $SE"  
[X Link](https://x.com/JustinSherfield/status/1737937625452056936)  2023-12-21T20:46Z [---] followers, [---] engagements


"$Nke just under 30x earnings now #steal #sarcasm"  
[X Link](https://x.com/JustinSherfield/status/1744410117116936263)  2024-01-08T17:25Z [---] followers, [---] engagements


"What a run by $CRWD since Jan 23'"  
[X Link](https://x.com/JustinSherfield/status/1752403651833016492)  2024-01-30T18:49Z [---] followers, [--] engagements


"Added $DE to portfolio today. Will add more next week. Only time its ever been cheaper was in [--] briefly"  
[X Link](https://x.com/JustinSherfield/status/1758728331326103970)  2024-02-17T05:41Z [---] followers, [--] engagements


"Current Top 10: $GOOGL $ADYEN $ADYEY $DE $AMAT $AMZN $KVUE $DPZ $ENPH $NFLX $BLDR"  
[X Link](https://x.com/JustinSherfield/status/1762743915357302873)  2024-02-28T07:37Z [---] followers, [---] engagements


"@retaox $DE"  
[X Link](https://x.com/JustinSherfield/status/1763476925170040885)  2024-03-01T08:10Z [---] followers, [---] engagements


"$KVUE finally getting a bid off the long base"  
[X Link](https://x.com/JustinSherfield/status/1765427949686423915)  2024-03-06T17:23Z [---] followers, [--] engagements


"The universe is finally correcting. wonder when the next ATH for $COST will be. My bet is quite a while"  
[X Link](https://x.com/JustinSherfield/status/1766141317657288972)  2024-03-08T16:37Z [---] followers, [--] engagements


"@veazydoezit @elonmusk 1% will own 30% of Bitcoin too"  
[X Link](https://x.com/JustinSherfield/status/1767980420661141774)  2024-03-13T18:25Z [---] followers, [---] engagements


"$U new low in EV/Revenue"  
[X Link](https://x.com/JustinSherfield/status/1768690347067236623)  2024-03-15T17:26Z [---] followers, [--] engagements


"@LukeWolgram $ULTA"  
[X Link](https://x.com/JustinSherfield/status/1769953945600840149)  2024-03-19T05:07Z [---] followers, [----] engagements


"@qcapital2020 Dont show this to $VFC"  
[X Link](https://x.com/JustinSherfield/status/1770858857624985793)  2024-03-21T17:03Z [---] followers, [---] engagements


"@Rebrand_As_Y So was/is $DE"  
[X Link](https://x.com/JustinSherfield/status/1770861006471749729)  2024-03-21T17:12Z [---] followers, [---] engagements


"Added more $DE $LSXMA $LSXMK this week. Sold entire position in $ALLY. Trimmed $SIMO"  
[X Link](https://x.com/JustinSherfield/status/1771216414956740936)  2024-03-22T16:44Z [---] followers, [---] engagements


"If $WBA is going to move higher now is the time. Divergence entry"  
[X Link](https://x.com/JustinSherfield/status/1773418628744122474)  2024-03-28T18:35Z [---] followers, [--] engagements


"Will be interesting to see if $MSFT can avoid this double top in EV/Revenue. Revenue growth will have to accelerate dramatically to fill this valuation"  
[X Link](https://x.com/JustinSherfield/status/1773476206824067557)  2024-03-28T22:24Z [---] followers, [--] engagements


"@marketplunger1 now do $MSFT"  
[X Link](https://x.com/JustinSherfield/status/1776018330404708520)  2024-04-04T22:45Z [---] followers, [---] engagements


"@CompTortoise $DE at [--] x ebit in feb. $NFLX at [--] ebit in [--]. It happens"  
[X Link](https://x.com/JustinSherfield/status/1777515484537364497)  2024-04-09T01:54Z [---] followers, [---] engagements


"Hopefully an RSI of [--] is low enough for $SIRI"  
[X Link](https://x.com/JustinSherfield/status/1777733751868735520)  2024-04-09T16:22Z [---] followers, [---] engagements


"At first glance $UA $UAA looks cheap here"  
[X Link](https://x.com/JustinSherfield/status/1778116488307810748)  2024-04-10T17:43Z [---] followers, [---] engagements


"@BillAckman I think you paid about the same ebit multiple for $SBUX in [----] that its at today. Do you still think its a good investment today Im not convinced"  
[X Link](https://x.com/JustinSherfield/status/1778563336260780037)  2024-04-11T23:18Z [---] followers, [--] engagements


"12x ebit is still not expensive for $BLDR but cant believe I scooped some up at 3-4 x ebit in [--]. I should have bought much more. My hesitation was recession risk but in hindsight that was priced in pretty well"  
[X Link](https://x.com/JustinSherfield/status/1778855109549863092)  2024-04-12T18:38Z [---] followers, [--] engagements


"Added more $ULTA today"  
[X Link](https://x.com/JustinSherfield/status/1781399503628882376)  2024-04-19T19:08Z [---] followers, [--] engagements


"How does $SNOW get to a 100B mkt cap from here"  
[X Link](https://x.com/JustinSherfield/status/1782452980111036806)  2024-04-22T16:54Z [---] followers, [--] engagements


"@ValueSpotlight [--] $ABNB $CAT $HSY $PANW $ULTA"  
[X Link](https://x.com/JustinSherfield/status/1782499031740236080)  2024-04-22T19:57Z [---] followers, [---] engagements


"Truly flabbergasted $TSLA is up on these #s . Love the efficient market seeing cash from operations get absolutely decimated while capex at an all time high"  
[X Link](https://x.com/JustinSherfield/status/1783598896901697719)  2024-04-25T20:48Z [---] followers, [--] engagements


"For comparison $BYD $BYDDF cash from operations hitting all time high with lowered capex"  
[X Link](https://x.com/JustinSherfield/status/1783604793661063505)  2024-04-25T21:11Z [---] followers, [--] engagements


"I like $TSLA for the embedded call optionality of various expansions and think shares will probably be higher in [--] years but unless the equity gets cheaper the various future IRRs are hard to outweigh the risks"  
[X Link](https://x.com/JustinSherfield/status/1783605769176510974)  2024-04-25T21:15Z [---] followers, [--] engagements


"@mistressdivy $DE"  
[X Link](https://x.com/JustinSherfield/status/1785439901963665656)  2024-04-30T22:43Z [---] followers, [--] engagements


"$FIVE has [----] stores open. $DLTR [----] in the US over [-----] internationally. $DG has [-----]. $WMT has more than [-----]. $FIVE has tremendous room for growth"  
[X Link](https://x.com/JustinSherfield/status/1785746742262239459)  2024-05-01T19:02Z [---] followers, [---] engagements


"If you thought $SBUX had a bad qtr look again and you will see they actually had an awful qtr. Look at those negative free cash flow margins 👀 yikes Ill see you at $60"  
[X Link](https://x.com/JustinSherfield/status/1785762258662097356)  2024-05-01T20:04Z [---] followers, [--] engagements


"@DividendDudeYT They had negative free cash flow"  
[X Link](https://x.com/JustinSherfield/status/1785766568552771619)  2024-05-01T20:21Z [---] followers, [--] engagements


"What level of a confidence shaker would have to happen for $COST to not trade like a 2% yielding bond"  
[X Link](https://x.com/JustinSherfield/status/1786037010685386911)  2024-05-02T14:16Z [---] followers, [--] engagements


"The best investment strategy is to wait for the market to do something outrageously stupid and then capitalize when your risk is low. Ive been investing for [--] years first half or so being a learning curve and sense Ive only bought a handful of outrageously stupid bargains"  
[X Link](https://x.com/JustinSherfield/status/1786470242518188245)  2024-05-03T18:57Z [---] followers, [--] engagements


"Current top 10: $GOOGL $DE $ADYEN $ADYEY $AMAT $KVUE $AMZN $DPZ $ENPH $BLDR $BABA $BIDU $JD (Chinese basket) Others: $ULTA $TSM $DIS $NFLX $LSXMA $LSXMK $MKL $LRCX $CRWD $BRK.a $BRK.B $NVDA $ASML $OXY $ACI $ETSY $SOFI $STLA $HSY $DEO $ABNB $META $CAT $CROX"  
[X Link](https://x.com/JustinSherfield/status/1786472076767047883)  2024-05-03T19:05Z [---] followers, [----] engagements


"@LogicalThesis $ULTA wide moat share cannibal great free cash flows only time it was cheaper was GFC & COVID. briefly. Risk is consumer spending less but history tells us people will always care what they look like. Its the best thing I can find right now"  
[X Link](https://x.com/JustinSherfield/status/1786518881320026223)  2024-05-03T22:11Z [---] followers, [---] engagements


"@breakout_retest Same on $ULTA. I had limit orders on $TGT at $97 & $95 last October. Ive felt really stupid ever since 😅"  
[X Link](https://x.com/JustinSherfield/status/1786524200163012628)  2024-05-03T22:32Z [---] followers, [---] engagements


"$NTDOY $DIS"  
[X Link](https://x.com/JustinSherfield/status/1787705894828232718)  2024-05-07T04:47Z [---] followers, [---] engagements


"I have different scans I run looking for investment ideas. One of them is very similar to magic formula popularized by Joel Greenblatt. Of the top [--] on the screener over 5B mkt cap I currently own $ULTA $LSXMK $LSXMA $CROX Others of interest $MO $ATKR $MTCH $ALSN $MLI $LNG"  
[X Link](https://x.com/JustinSherfield/status/1787921090817442067)  2024-05-07T19:03Z [---] followers, [---] engagements


"Does $MTCH have a moat"  
[X Link](https://x.com/JustinSherfield/status/1787926700485132295)  2024-05-07T19:25Z [---] followers, [---] engagements


"@PythiaR @cap_zay Taken with a grain of salt of course but $NVDA is 36x forward today. In [--] Priceline went public at $16 a share and went as high as $88 on the FIRST day of trading. They were losing $30 per ticket sold. Just a different arena. More comparable to [--]. Productivity tailwind"  
[X Link](https://x.com/JustinSherfield/status/1788267784545378640)  2024-05-08T18:00Z [---] followers, [--] engagements


"$ABNB can continue to grow even if US market stagnates with expansions into other countries shares could surprise to the upside even with majority of US growth slowing. Still would like to see $100 share again. Should have added more @ [--]. Sizing & selling are [--] things I suck at"  
[X Link](https://x.com/JustinSherfield/status/1788321369765077145)  2024-05-08T21:33Z [---] followers, [--] engagements


"@PythiaR @viggy_krishnan Nothing like pure speculative theory to fuel an investment strategy"  
[X Link](https://x.com/JustinSherfield/status/1788354656382734395)  2024-05-08T23:45Z [---] followers, [---] engagements


"$EXPE is trading for 10x ebit"  
[X Link](https://x.com/JustinSherfield/status/1788652650076176620)  2024-05-09T19:29Z [---] followers, [--] engagements


"Time for some surprises to the upside $ULTA"  
[X Link](https://x.com/JustinSherfield/status/1789019904659910976)  2024-05-10T19:49Z [---] followers, [---] engagements


"All I have to do is live and die why do I have such an enigma with the In-between"  
[X Link](https://x.com/JustinSherfield/status/1789092355976704100)  2024-05-11T00:37Z [---] followers, [--] engagements


"Call me old fashioned but I dont think BlackRock and company should be able to mass accumulate SFH and other multi-family structures in the name of return on investment. Thats a quick bidding war to no where for families that need housing"  
[X Link](https://x.com/JustinSherfield/status/1789342064901267620)  2024-05-11T17:09Z [---] followers, [--] engagements


"@mistressdivy Put a limit at $342.80 for $ULTA and maybe youll get lucky 🤷🏻♂"  
[X Link](https://x.com/JustinSherfield/status/1790572794419540309)  2024-05-15T02:39Z [---] followers, [---] engagements


"@upholdings Reducing $VRSN for portfolio management reasons Shares sure have been punished recently"  
[X Link](https://x.com/JustinSherfield/status/1791151335875985772)  2024-05-16T16:58Z [---] followers, [---] engagements


"$ULTA revenue streams"  
[X Link](https://x.com/JustinSherfield/status/1791227299804717322)  2024-05-16T22:00Z [---] followers, [---] engagements


"I think Celtics got this @Original_Turner had [--] in the first [--] minutes of the game & finished with [--] and the worst plus/minus tied with @TyHaliburton22 the @celtics @jaytatum0 had the best plus/minus & all starters +. If @Pacers D cant lock down Tatum then series already over"  
[X Link](https://x.com/JustinSherfield/status/1793130853721333968)  2024-05-22T04:04Z [---] followers, [--] engagements


"Is $SIRI going out of business Stock sure is trading like it $LSXMK $LSXMA s&p inclusion cant come soon enough buybacks must look enticing here at a decade() low EV/EBIt ratio"  
[X Link](https://x.com/JustinSherfield/status/1793352373521535328)  2024-05-22T18:44Z [---] followers, [---] engagements


"Added more $ULTA & $LSXMK $LSXMA"  
[X Link](https://x.com/JustinSherfield/status/1794071349729849788)  2024-05-24T18:21Z [---] followers, [---] engagements


"Hard to believe its [----] and we still out here charging for checking accounts $WFC $SOFI"  
[X Link](https://x.com/JustinSherfield/status/1796278106812244046)  2024-05-30T20:30Z [---] followers, [---] engagements


"@qcapital2020 Short $LLY Lol"  
[X Link](https://x.com/JustinSherfield/status/1807854899553882476)  2024-07-01T19:12Z [---] followers, [----] engagements


"So @Doritos spicy nacho is far nacho cheese. Follow for more culinary tips"  
[X Link](https://x.com/JustinSherfield/status/1814472402052755852)  2024-07-20T01:28Z [---] followers, [--] engagements


"@CCM_Brett $ULTA"  
[X Link](https://x.com/JustinSherfield/status/1816888202818650529)  2024-07-26T17:27Z [---] followers, [--] engagements


"First time Ive seen $LULU in my magic formula screener above $10billion mkt cap. No position yet but intrigued by those unsustainable returns on capital"  
[X Link](https://x.com/JustinSherfield/status/1817996895605899513)  2024-07-29T18:53Z [---] followers, [---] engagements


"A [--] stock portfolio gets you [---] billion views per month $GOOG $GOOGL $META $BIDU"  
[X Link](https://x.com/JustinSherfield/status/1818727237853888575)  2024-07-31T19:15Z [---] followers, [---] engagements


"$FIVE went from compounding at 18.5% since [----] down to 8.8% based on this last years stock performance. Wild ride"  
[X Link](https://x.com/JustinSherfield/status/1819100799781556482)  2024-08-01T20:00Z [---] followers, [---] engagements


"@Mayhem4Markets Anytime a consumers purchasing power is eroded away so vehemently it puts strong downward pressure on demand. Im surprised its held up this long but increased money supply from Covid led to savings and access to credit which was largely unattainable for most in most of history"  
[X Link](https://x.com/JustinSherfield/status/1819181136486293606)  2024-08-02T01:19Z [---] followers, [---] engagements


"@finchat_io The ticker for vail is $MTN"  
[X Link](https://x.com/JustinSherfield/status/1820901771130372522)  2024-08-06T19:16Z [---] followers, [---] engagements


"Although several stocks may appear cheap compared to recent history we must not forget that we experienced a period of sustained historically low interest rates which caused valuations to rise because the opportunity cost of the risk-free rate was much lower"  
[X Link](https://x.com/JustinSherfield/status/1820907903848738855)  2024-08-06T19:40Z [---] followers, [--] engagements


"Rates were so low as the Fed was trying to spur inflation after the global financial crisis in [----]. Higher rates have a negative effect on growth lowering valuations even further. Just keep in mind that something that may seem cheap may just be reverting to the historical mean"  
[X Link](https://x.com/JustinSherfield/status/1820907905627123741)  2024-08-06T19:40Z [---] followers, [--] engagements


"@Tintincapital $ULTA"  
[X Link](https://x.com/JustinSherfield/status/1824178885052993905)  2024-08-15T20:18Z [---] followers, [--] engagements


"Current top 10: $GOOGL $DE $KVUE $AMAT $ADYEN $ADYEY $TSM $ULTA $AMZN $DPZ $DEO Others: $ASML $LRXC $BLDR $NFLX $ENPH $BABA $BIDU $LSXMA $LSXMK $MKL $DIS $BRK.A $BRK.B $CRWD $NVDA $OXY $ACI $SOFI $LULU $STLA $ETSY $ABNB $HSY $META $CAT $CROX $MANU $MSGS $HCA $PANW"  
[X Link](https://x.com/JustinSherfield/status/1824185003238216051)  2024-08-15T20:42Z [---] followers, [----] engagements


"$DIS is trading for the same share price as it was a decade ago"  
[X Link](https://x.com/JustinSherfield/status/1828930117814669759)  2024-08-28T22:58Z [---] followers, [--] engagements


"Added $ATKR to portfolio today"  
[X Link](https://x.com/JustinSherfield/status/1834321192146313346)  2024-09-12T20:00Z [---] followers, [---] engagements


"Cyclicals historically look cheap when they are expensive and vice versa. And Im prepared to be completely wrong here as I always protect the downside. But $ATKR looks bloody cheap here and has done everything right. I think demand stays there for cos products in next cycle Added $ATKR to portfolio today Added $ATKR to portfolio today"  
[X Link](https://x.com/JustinSherfield/status/1834693630151499972)  2024-09-13T20:40Z [---] followers, [---] engagements


"Added quite a bit more of $OXY this morning"  
[X Link](https://x.com/JustinSherfield/status/1839345146128933333)  2024-09-26T16:43Z [---] followers, [---] engagements


"When the dollar weakens it takes more dollars to buy the same amount of a commodity. This leads to an increase in the dollar-denominated price of the commodity making it more expensive. Also Increased demand from foreign buyers:"  
[X Link](https://x.com/JustinSherfield/status/1839722978172698963)  2024-09-27T17:45Z [---] followers, [--] engagements


"When the U.S. dollar weakens it becomes cheaper for buyers who use other currencies to purchase commodities that are priced in dollars. For example if the euro strengthens against the dollar European buyers can buy more oil gold or wheat for the same amount of euros"  
[X Link](https://x.com/JustinSherfield/status/1839722979674206588)  2024-09-27T17:45Z [---] followers, [--] engagements


"This increased demand from foreign buyers can push up prices. Another reason is Inflation hedging Commodities like gold are often seen as a hedge against inflation. When the dollar weakens inflation expectations can rise"  
[X Link](https://x.com/JustinSherfield/status/1839722981234459112)  2024-09-27T17:45Z [---] followers, [--] engagements


"Been adding more everyday including today $OXY This can reduce supply and push prices up as supply-demand dynamics shift. Reason #47 why I added more $OXY today This can reduce supply and push prices up as supply-demand dynamics shift. Reason #47 why I added more $OXY today"  
[X Link](https://x.com/JustinSherfield/status/1841187671647088676)  2024-10-01T18:45Z [---] followers, [---] engagements


"@Jake__Wujastyk $ENPH looks good here at support levels what do you think"  
[X Link](https://x.com/JustinSherfield/status/1844792377099092309)  2024-10-11T17:29Z [---] followers, [---] engagements


"A recipe for success. Surprisingly only has compounded by 10.6% over this period. Added more shares today $ULTA Ulta Beauty has reduced its shares count by 26% over the last [--] years. While growing EPS by 22% a year. $ULTA https://t.co/Z2LkL2k2Nt Ulta Beauty has reduced its shares count by 26% over the last [--] years. While growing EPS by 22% a year. $ULTA https://t.co/Z2LkL2k2Nt"  
[X Link](https://x.com/JustinSherfield/status/1846627148611944505)  2024-10-16T18:59Z [---] followers, [---] engagements


"For me one of the hardest parts of investing if you are choosing individual equities is when a stock checks off most boxes on your checklist but maybe misses [--] or [--] and you still want to buy but at some degree there is some intuition involved. The second hardest part is selling"  
[X Link](https://x.com/JustinSherfield/status/1846629999002243183)  2024-10-16T19:11Z [---] followers, [--] engagements


"Current top 10: $GOOGL $DE $AMAT $KVUE $ULTA $AMZN $TSM $ADYEY $ADYEN $DPZ $OXY Others: $DEO $LRCX $ASML $BLDR $NFLX $ENPH $SIRI $BIDU $MKL $BRK.A $BRK.B $ATKR $DIS $CRWD $NVDA $ACI $SOFI $LULU $ABNB $ETSY $MTN $HSY $META $CAT $MANU $MSGS $PANW $HCA $TAP"  
[X Link](https://x.com/JustinSherfield/status/1846635035027489149)  2024-10-16T19:31Z [---] followers, [----] engagements


"Ive traded $CROX twice now round trip. First time was in [--] I bought at $55 about 8x ebitda. I then sold almost my whole position around $100 in January [--]. I bought more shares in September of [--] under $90 about 7x ebitda and sold full position earlier this year around $130"  
[X Link](https://x.com/JustinSherfield/status/1853525013187695056)  2024-11-04T19:49Z [---] followers, [---] engagements


"If this MACD starts curling down watch out below multiple divergences playing out. Need conviction into new highs for this not to be a double top $NQ $ES $SPY $QQQ $MSFT $NVDA $AMZN $GOOGL"  
[X Link](https://x.com/JustinSherfield/status/1856451747927191665)  2024-11-12T21:39Z [---] followers, [---] engagements


"Sold entire $PANW $CRWD position. Im sure there is still room to run and I am always early selling but returns from these valuations & growth levels are not nearly as exciting as they were early [--]. Still believe cybersecurity is a long term bull but returns r higher elsewhere"  
[X Link](https://x.com/JustinSherfield/status/1864440572930609258)  2024-12-04T22:44Z [---] followers, [--] engagements


"$AMD https://www.techeblog.com/frontier-supercomputer-largest-universe-simulation/ref=thefuturist https://www.techeblog.com/frontier-supercomputer-largest-universe-simulation/ref=thefuturist"  
[X Link](https://x.com/JustinSherfield/status/1867819286905204954)  2024-12-14T06:29Z [---] followers, [--] engagements


"All time lows in most valuation metrics"  
[X Link](https://x.com/JustinSherfield/status/1869191229281649019)  2024-12-18T01:21Z [---] followers, [--] engagements


"FCF margins over 50% 50% discount to historical average valuations dividends and share buybacks will compound intrinsic value"  
[X Link](https://x.com/JustinSherfield/status/1869192271712964913)  2024-12-18T01:25Z [---] followers, [--] engagements


"Am I crazy for thinking $KHC looks like a decent IRR here"  
[X Link](https://x.com/JustinSherfield/status/1871280665892884648)  2024-12-23T19:44Z [---] followers, [--] engagements


"Any staying power left for $CVS half mean EV/Sales going back nearly [--] years. Whats a recovery look like here"  
[X Link](https://x.com/JustinSherfield/status/1872757020467851730)  2024-12-27T21:30Z [---] followers, [--] engagements


"Finally seeing an end to downward spiral of $DG Maybe at least for now"  
[X Link](https://x.com/JustinSherfield/status/1881795288685572188)  2025-01-21T20:05Z [---] followers, [---] engagements


"Did a lot of trimming this quarter. Current top 10: $AMZN $GOOGL $AMAT $BLDR $ADYEN $ADYEY $TSM $KVUE $OXY $MKL $ASML Others: $BIDU $LRCX $ATKR $ENPH $AMD $DEO $DPZ $CROX $HSY $KHC $ABNB Sold all $NFLX $ULTA $DE $BRK $DIS $CRWD $NVDA $ACI $SOFI $LULU $MTN $META $CAT $PANW"  
[X Link](https://x.com/JustinSherfield/status/1882505662757998711)  2025-01-23T19:08Z [---] followers, [----] engagements


"Anybody else find this chart interesting $MRK"  
[X Link](https://x.com/JustinSherfield/status/1889580500211405193)  2025-02-12T07:41Z [---] followers, [--] engagements


"They had $328 million in sales then $2.2 billion today. Gross margins down from 43% to 35% . Operating margins up from 1.9% to 17.3%. They have $100 million less cash on the balance sheet and 6x increase in debt. EV/sales valu about same. Within 20% of lowest 10yr EV/ebit"  
[X Link](https://x.com/JustinSherfield/status/1890484608023564638)  2025-02-14T19:33Z [---] followers, [--] engagements


"@Big_Black_Hawk @fightingants @jake_hansen_ @unusual_whales Ukraines parliament"  
[X Link](https://x.com/JustinSherfield/status/1895581484096110663)  2025-02-28T21:06Z [---] followers, [--] engagements


"@EK_Legend_pt3 @AesPolitics1 Some people make it really hard not to see why there should be a universal basic understanding of things in the world in order to vote"  
[X Link](https://x.com/JustinSherfield/status/1897003869324161240)  2025-03-04T19:19Z [---] followers, [--] engagements


"Sold the majority of my equity holdings. Still hold $BLDR $MKL $AMAT $TSM $KVUE $OXY"  
[X Link](https://x.com/JustinSherfield/status/1897341829965865032)  2025-03-05T17:41Z [---] followers, [---] engagements


"@42ndMoose @redleif_j @TheWatc47403040 @Royal62Records @rolecks2416042 @TheFungi669 Not really. They are moving production to a plant that has already been there since [----]. Its not creating new jobs. Just simply avoiding margin contraction. Give me a break. Find examples elsewhere lumber grain produce etc. TARIFFS HURT. Im sorry youll have to fafo"  
[X Link](https://x.com/JustinSherfield/status/1897507967932747800)  2025-03-06T04:42Z [---] followers, [--] engagements


"@FundasyInvestor $BLDR"  
[X Link](https://x.com/JustinSherfield/status/1898090910321459552)  2025-03-07T19:18Z [---] followers, [--] engagements


"$PDD @ 11x earnings breaking into a bull flag R/R vs us stock market right now with all of the uncertainty"  
[X Link](https://x.com/JustinSherfield/status/1899513165572198773)  2025-03-11T17:30Z [---] followers, [--] engagements


"@LLicket @buccocapital @POTUS Well he did start it"  
[X Link](https://x.com/JustinSherfield/status/1899516044521435582)  2025-03-11T17:41Z [---] followers, [--] engagements


"@StockMKTNewz $KSS"  
[X Link](https://x.com/JustinSherfield/status/1900337411529597142)  2025-03-14T00:05Z [---] followers, [---] engagements


"Lots of call buying in $MU before earnings"  
[X Link](https://x.com/JustinSherfield/status/1902794626521764180)  2025-03-20T18:49Z [---] followers, [---] engagements


"$PDD deserves to run a little here"  
[X Link](https://x.com/JustinSherfield/status/1902798839234564109)  2025-03-20T19:06Z [---] followers, [--] engagements


"@RollTideMabe @bill64bailey @DC_DeWitt @RemindMe_OfThis in [--] months"  
[X Link](https://x.com/JustinSherfield/status/1907694057364557835)  2025-04-03T07:18Z [---] followers, [---] engagements


"@adamsutton23 @danushman @Mayhem4Markets Where do you see your purchasing power decline so much We have had inflation after Covid spending but if youve followed the CPI it has come down alot and the fed was even getting close to lowering rates. Now we are going to have high inflation again and rates will rise if you"  
[X Link](https://x.com/JustinSherfield/status/1908424529879458176)  2025-04-05T07:40Z [---] followers, [--] engagements


"Bought $NVO @ $58"  
[X Link](https://x.com/JustinSherfield/status/1914397054320959570)  2025-04-21T19:13Z [---] followers, [--] engagements


"Added to $KHC this week https://seekingalpha.com/article/4701870-why-kraft-heinz-is-a-smart-buy-near-52-week-lowmailingid=35941006&messageid=dividend_ideas&serial=35941006.23434&source=email_dividend_ideas&utm_campaign=Dividend+Ideas+Launch+2024-07-03&utm_content=dividend_ideas_control&utm_medium=email&utm_source=seeking_alpha&utm_term=Dividend+%26+Income+Smart+List"  
[X Link](https://x.com/JustinSherfield/status/1914845228361769382)  2025-04-23T00:54Z [---] followers, [--] engagements


"The @Lakers held the @Timberwolves to [--] points in game [--] in a [----] @NBA playoffs game. defense wins championships right @NicoHarrisonGM @luka7doncic @KingJames"  
[X Link](https://x.com/JustinSherfield/status/1914903042673287650)  2025-04-23T04:43Z [---] followers, [--] engagements


"@TheShortBear $meli looking like candy"  
[X Link](https://x.com/JustinSherfield/status/1916350059513307455)  2025-04-27T04:33Z [---] followers, [---] engagements


"After its latest surge $MELI has caught up with my estimate of intrinsic value will continue to add on any meaningful dips"  
[X Link](https://x.com/JustinSherfield/status/1928723324148003004)  2025-05-31T08:00Z [---] followers, [---] engagements


"@dataslag @WendyDFW78 @GavinNewsom @realDonaldTrump Tell me more about your state and its miraculous efficient use of funds"  
[X Link](https://x.com/JustinSherfield/status/1931383416387498317)  2025-06-07T16:11Z [---] followers, [--] engagements


"Coors light alone would probably command 9B in a private sale. Now add miller blue moon etc $TAP honestly could command 1.5-2x current multiple"  
[X Link](https://x.com/JustinSherfield/status/1932957573520764951)  2025-06-12T00:26Z [---] followers, [--] engagements


"Id argue the probability is pretty high that $WMT sees $75 before all time highs again"  
[X Link](https://x.com/JustinSherfield/status/1932966141061939606)  2025-06-12T01:00Z [---] followers, [--] engagements


"$BF.B $BF.A valuation getting interesting here but would rather own $DEO at similiar valuation"  
[X Link](https://x.com/JustinSherfield/status/1935023903069585519)  2025-06-17T17:17Z [---] followers, [---] engagements


"And whats wild is a lot of what theyre experimenting with doesnt even have a biological reference point. Theyre stitching together entirely synthetic genetic code life that has literally never existed before dropping into yeast bacteria viruses Just seeing what happens"  
[X Link](https://x.com/JustinSherfield/status/1935033737785524651)  2025-06-17T17:56Z [---] followers, [--] engagements


"People assume theres heavy regulation and yeah on paper there is. But the reality is the underground biohacking scene and even some private companies are already ahead of the regulators. Theyre building life without fully knowing what kind of ripple effects could unfold"  
[X Link](https://x.com/JustinSherfield/status/1935033740293718378)  2025-06-17T17:56Z [---] followers, [--] engagements


"Not necessarily out of malice. more like curiosity mixed with hubris.All it would take is [--] small mutation one self replication loop nobody saw coming one accidental release into the wild and were dealing with a lifeform that nobody really understands or knows how to contain"  
[X Link](https://x.com/JustinSherfield/status/1935033742395097379)  2025-06-17T17:56Z [---] followers, [--] engagements


"Dont think you can go wrong holding energy names here. $OXY is my bet"  
[X Link](https://x.com/JustinSherfield/status/1935080101009571969)  2025-06-17T21:00Z [---] followers, [--] engagements


"Current portfolio: $UNH $OXY $KHC $ONDS $ELDN $STZ $TAP $MELI $MRK $HUN $SYM $ALAB $GH $ASML Sold the majority of my equity holdings. Still hold $BLDR $MKL $AMAT $TSM $KVUE $OXY Sold the majority of my equity holdings. Still hold $BLDR $MKL $AMAT $TSM $KVUE $OXY"  
[X Link](https://x.com/JustinSherfield/status/1935235382762946946)  2025-06-18T07:17Z [---] followers, [----] engagements


"Immigration remains essential: Even France and Sweden still rely on net migration for outright population growth. Culture counts too Shrinking birth rates are fundamentally an economic confidence problem. Governments must de-risk parenting at scale but scrappy"  
[X Link](https://x.com/JustinSherfield/status/1937915159261155753)  2025-06-25T16:45Z [---] followers, [--] engagements


"businesses can make decisive dents especially in childcare housing and financial planning. Pick one friction point design a lean solution that saves families real time or money and youll help nudge society back toward sustainable fertility while building a valuable company"  
[X Link](https://x.com/JustinSherfield/status/1937915161618317643)  2025-06-25T16:45Z [---] followers, [--] engagements


"@retaox $UNH"  
[X Link](https://x.com/JustinSherfield/status/1939574210118218133)  2025-06-30T06:38Z [---] followers, [---] engagements


"Some of the best trades Ive made have not been in the typical value category that is often defined by low price in relation to some sort of variable. Which is weird for me because Ive always thought of myself as a value investor. Yet when I look back at my home run trades"  
[X Link](https://x.com/JustinSherfield/status/1945582558273835135)  2025-07-16T20:33Z [---] followers, [--] engagements


"Theyve largely been in growth stocks like $SYM $ONDS $ALAB Not that buying value doesnt pay Ive had great trades in $NFLX $GOOGL $TSM $AMAT $META all when they were considered quantitatively by my estimate cheap. Still always fun to surprise yourself"  
[X Link](https://x.com/JustinSherfield/status/1945582560639373527)  2025-07-16T20:33Z [---] followers, [---] engagements


"Now this is the risk management required for trading Would require a [--] Loss streak for me to violate my overall risk management principle of never exceeding a drawdown past 10%. Good to use to understand how you can move the needle of risk to allow for negative variance to take place without causing much pain to capital or mental. https://t.co/odHVCkNZON Would require a [--] Loss streak for me to violate my overall risk management principle of never exceeding a drawdown past 10%. Good to use to understand how you can move the needle of risk to allow for negative variance to take place without"  
[X Link](https://x.com/JustinSherfield/status/1950952577698603382)  2025-07-31T16:11Z [---] followers, [--] engagements


"Whether a Dr lawyer or thief they all must acquire as many of the price system debt claims as possible to insure social prestige and continuing existence of themselves and families"  
[X Link](https://x.com/JustinSherfield/status/1965127592278982784)  2025-09-08T18:58Z [---] followers, [--] engagements


"Were at 08/09 bottom levels in EV/Revenue for $UPS dividend yield also at high. starting to look interesting valuation wise returned 1.3% over last [--] years starting from GFc lows about 4% still 20x cash flows"  
[X Link](https://x.com/JustinSherfield/status/1966212419300241580)  2025-09-11T18:49Z [---] followers, [---] engagements


"@Jake__Wujastyk $lulu $ttd $ingr $khc $crox"  
[X Link](https://x.com/JustinSherfield/status/1968071640576897308)  2025-09-16T21:56Z [---] followers, [---] engagements


"Added starter position in $KDP here trades at a historic trough EV/EBIT multiple meaning we are paying less for every dollar of operating profit than investors have at nearly any point in its public history $KDP is meaningfully discounted"  
[X Link](https://x.com/JustinSherfield/status/1968388124335292578)  2025-09-17T18:54Z [---] followers, [---] engagements


"The discount exists despite a wide moat of household beverage brands a dividend yield near the top of its peer group and a balance sheet capable of financing acquisitions. In short: strong cash flows a margin of safety and upside optionality. A rare mix at todays price"  
[X Link](https://x.com/JustinSherfield/status/1968388127007064205)  2025-09-17T18:54Z [---] followers, [--] engagements


"@Micro2Macr0 @MARA lots of call buying yesterday"  
[X Link](https://x.com/JustinSherfield/status/1968423531898925259)  2025-09-17T21:15Z [---] followers, [--] engagements


"still doing much more DD dont have a position at this moment but $ZTS is cheaper than it was during covid and the cheapest its been since 16/17 👀"  
[X Link](https://x.com/JustinSherfield/status/1968751649695977896)  2025-09-18T18:59Z [---] followers, [---] engagements

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