# ![@SFarringtonBKC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1632621359384723457.png) @SFarringtonBKC Stephen Farrington

Stephen Farrington posts on X about $abl, $rig, $nfe, $ptlo the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1632621359384723457/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1632621359384723457/c:line/m:interactions.svg)

- [--] Week [-------] -47%
- [--] Month [-------] +108%
- [--] Months [---------] +289%
- [--] Year [---------] +382%

### Mentions: [--] [#](/creator/twitter::1632621359384723457/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1632621359384723457/c:line/m:posts_active.svg)

- [--] Week [--] -81%
- [--] Month [---] -27%
- [--] Months [-----] +158%
- [--] Year [-----] +132%

### Followers: [-----] [#](/creator/twitter::1632621359384723457/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1632621359384723457/c:line/m:followers.svg)

- [--] Week [-----] +3.50%
- [--] Month [-----] +7%
- [--] Months [-----] +64%
- [--] Year [-----] +156%

### CreatorRank: [-------] [#](/creator/twitter::1632621359384723457/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1632621359384723457/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$abl](/topic/$abl) #1, [$rig](/topic/$rig) #51, [$nfe](/topic/$nfe), [$ptlo](/topic/$ptlo) #1, [debt](/topic/debt), [$doug](/topic/$doug), [$open](/topic/$open), [money](/topic/money), [stocks](/topic/stocks) #3261, [$mpw](/topic/$mpw)

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@marketplunger1](/creator/undefined) [@valuedontlie](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@blondesnmoney](/creator/undefined) [@dolorescapital](/creator/undefined) [@ashton1nvests](/creator/undefined) [@turb0kat](/creator/undefined) [@theroichannel](/creator/undefined) [@vulmearj45663](/creator/undefined) [@stockaholic5](/creator/undefined) [@lasse108](/creator/undefined) [@greenbackd](/creator/undefined) [@forcemajeure1](/creator/undefined) [@marketswithmay](/creator/undefined) [@theroyaltyking](/creator/undefined) [@pantexcap](/creator/undefined) [@capitalfang](/creator/undefined) [@lonewolftwit58](/creator/undefined) [@stocknews690137](/creator/undefined)

**Top assets mentioned**
[Airbloc (ABL)](/topic/$abl) [Transocean LTD. (RIG)](/topic/$rig) [Edu3Labs (NFE)](/topic/$nfe) [Portillo’s Inc. (PTLO)](/topic/$ptlo) [Doug The Duck (DOUG)](/topic/$doug) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Medical Properties Trust, Inc. (MPW)](/topic/$mpw) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Crocs, Inc. (CROX)](/topic/$crox) [Alta Equipment Group Inc. (ALTG)](/topic/$altg) [Validity (VAL)](/topic/$val) [Jackson Financial Inc. (JXN)](/topic/$jxn) [ProFrac Holding Corp. (ACDC)](/topic/$acdc) [Newell Brands Inc (NWL)](/topic/$nwl) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [VeChain (VET)](/topic/$vet) [Ecopetrol S.A (EC)](/topic/$ec) [Arbidex (ABX)](/topic/$abx) [Centrus Energy Corp. (LEU)](/topic/$leu) [Forward Air Corp (FWRD)](/topic/$fwrd) [Custom Truck One Source, Inc. (CTOS)](/topic/$ctos) [Noble Corporation (NE)](/topic/$ne) [Burford Capital Limited (BUR)](/topic/$bur) [EQIFi (EQX)](/topic/$eqx) [JOE (JOE)](/topic/$joe) [Black Stone Minerals, L.P. (BSM)](/topic/$bsm) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Degen (DEGEN)](/topic/degen) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [ARS Pharmaceuticals, Inc. (SPRY)](/topic/$spry) [Foot Locker, Inc. (FL)](/topic/$fl) [Decentral Games (DG)](/topic/$dg) [Seadrill Limited (SDRL)](/topic/$sdrl) [Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi) [Taseko Mines Limited (TGB)](/topic/$tgb) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Dine Brands Global, Inc. (DIN)](/topic/$din) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [SOLLENSYS CORP (SOLS)](/topic/$sols) [AdvanSix Inc. (ASIX)](/topic/$asix) [Coursera, Inc. (COUR)](/topic/$cour) [Kohl's Corporation (KSS)](/topic/$kss) [American Eagle Outfitters (AEO)](/topic/$aeo) [Beazer Homes USA, Inc. New (BZH)](/topic/$bzh) [Dollar Tree Inc (DLTR)](/topic/$dltr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@trentkelp @TommyDeepwater @ProvenReserves About three earnings calls ago management said they would if they need to but will try not to dilute. This management team is top notch they would only do a value added acquisition even if dilutive. A pullback in share price is always possible in this crazy market"  
[X Link](https://x.com/SFarringtonBKC/status/1702788046331019518)  2023-09-15T20:54Z [--] followers, [--] engagements


"@DanGreenhaus IRS income tax receipts are up 8.7% year over year for Q3. Hard to think the same nominal price of gasoline would be worse now. K shaped economy between renters and people with a fixed rate mortgage Nothing I can see explains it. With weekly data could easily be a fluke"  
[X Link](https://x.com/SFarringtonBKC/status/1709936531438485686)  2023-10-05T14:20Z [--] followers, [--] engagements


"@dyer440 That chart on energy consumption per capita.yikes. Why is the US falling faster than Canada / Australia Real gdp per capita contraction excluding CPI lies"  
[X Link](https://x.com/anyuser/status/1713667483775709431)  2023-10-15T21:25Z [--] followers, [--] engagements


"@Blind__Luck Existing home sales are in trouble. New build is scraping by because developers are offering 6.5% mortgages"  
[X Link](https://x.com/SFarringtonBKC/status/1720974524558999704)  2023-11-05T01:21Z [--] followers, [----] engagements


"@Blind__Luck I've been following earnings calls for $BZH $FOR $LSEA Beazer was holding cash waiting for cheap land and it never happened Landsea just did an acquisition to expand to Colorado. They are selling 2ish homes a month per development so they aren't in a hurry"  
[X Link](https://x.com/SFarringtonBKC/status/1720991276303065096)  2023-11-05T02:27Z [--] followers, [---] engagements


"@blondesnmoney $JXN is a spinoff from prudential one of the top variable annuity providers. Either its a trap that I am too stupid to see or its amazing. Let me know if I'm retarded"  
[X Link](https://x.com/SFarringtonBKC/status/1721332324220969441)  2023-11-06T01:03Z [--] followers, [---] engagements


"@argonbeam88 @CSuiteOperator @MarhelmData Ruining the catalyst is a real risk. $VTNR said they were trying not to on the last earnings call"  
[X Link](https://x.com/SFarringtonBKC/status/1721466498923856288)  2023-11-06T09:56Z [--] followers, [---] engagements


"@LasseNJohansen @chigrl Allegedly there are enough completions to keep steel prices high for years And after that steel export to the middle east for urbanization India uses tariffs they want to make their own steel for urbanization"  
[X Link](https://x.com/SFarringtonBKC/status/1723758660826943747)  2023-11-12T17:44Z [--] followers, [--] engagements


"@stockgutter $ROST"  
[X Link](https://x.com/SFarringtonBKC/status/1725654655995109664)  2023-11-17T23:18Z [--] followers, [--] engagements


"@Secrets4stocks @staffpro11 @calvinfroedge Palladium is for catalytic converters for trad cars and hybrids lithium is for EVs and hybrids. If hybrids are the future positive correlation if EV or ICE negative correlation"  
[X Link](https://x.com/SFarringtonBKC/status/1728462400251105351)  2023-11-25T17:15Z [--] followers, [---] engagements


"@tradeoilstocks I just sold mine to buy more $VET but then again I am retarded"  
[X Link](https://x.com/SFarringtonBKC/status/1729156026010857886)  2023-11-27T15:11Z [--] followers, [---] engagements


"@k71k71k71k71 Dollar cost averaging gives a below average price if the graph has a dip but an above average price if the graph has a hump"  
[X Link](https://x.com/SFarringtonBKC/status/1732012283176296461)  2023-12-05T12:21Z [--] followers, [--] engagements


"@StojBoj @Luke_Swanson_ Did the people have similar credit scores"  
[X Link](https://x.com/SFarringtonBKC/status/1735454383515582608)  2023-12-15T00:19Z [--] followers, [--] engagements


"@joe_bananas9 @determinanted They keep on buying stuff and the third party auditors mark it down. But ex the markdowns it looks cash flow positive to me. As for the brands as long as they sell them into a strong market"  
[X Link](https://x.com/SFarringtonBKC/status/1758696151002312793)  2024-02-17T03:33Z [--] followers, [--] engagements


"@doctorslernon @CSuiteOperator Capital markets are open for business financial conditions are easy. They bought a refinery for $75m and can probably sell 25% for $250m eliminating their debt"  
[X Link](https://x.com/SFarringtonBKC/status/1765747466563944617)  2024-03-07T14:32Z [--] followers, [--] engagements


"@RodAlzmann The JV is likely to go through capital markets are open but not on fire. They could refinance at 12% and struggle with no JV or sell legacy Louisiana business for $200m. JV is the best solution"  
[X Link](https://x.com/SFarringtonBKC/status/1768414331190845477)  2024-03-14T23:10Z [--] followers, [---] engagements


"@TgMacro Recent fund flows have been coming into stocks from short term bonds but not from money market. I have a suspicion that this money will grow at 5% a year from the interest it receives and never flow into stocks"  
[X Link](https://x.com/SFarringtonBKC/status/1768676555650146414)  2024-03-15T16:32Z [--] followers, [--] engagements


"@valuedontlie Thank you I'm long $RILY and if it short squeezes I'll look to rotate into other things. I was curious about $CONN but I'm in no hurry to start due diligence after the Covid durable goods pull forward"  
[X Link](https://x.com/SFarringtonBKC/status/1769890948048175550)  2024-03-19T00:57Z [--] followers, [---] engagements


"@Josh_Young_1 Could it be caused by drillers on properties such as $BSM having to committ to keeping a certain number of rigs running Is this common practice"  
[X Link](https://x.com/SFarringtonBKC/status/1770527346237272330)  2024-03-20T19:06Z [----] followers, [---] engagements


"@babayagaoptions @dasf1242weraf https://www.statnews.com/2024/03/26/steward-health-doctor-network-sale-to-unitedhealth/ https://www.statnews.com/2024/03/26/steward-health-doctor-network-sale-to-unitedhealth/"  
[X Link](https://x.com/SFarringtonBKC/status/1773024640362766772)  2024-03-27T16:29Z [--] followers, [---] engagements


"@smshfactor @fundstrat @fs_insight @carlquintanilla Carl Quintanilla is extreme That dude is so plain vanilla I bet his favorite food is tomato soup with a grilled cheese sandwich"  
[X Link](https://x.com/SFarringtonBKC/status/1773169203471663252)  2024-03-28T02:04Z [--] followers, [---] engagements


"@calvinfroedge I haven't posted anything about my longs but every single position got cut in half. I don't think you are targeted I think the value factor is systemically shorted for risk management of larger strategies"  
[X Link](https://x.com/SFarringtonBKC/status/1773820761536434386)  2024-03-29T21:13Z [--] followers, [--] engagements


"@valuedontlie @LukeWolgram Happened to me with $HBB"  
[X Link](https://x.com/SFarringtonBKC/status/1774171623840469186)  2024-03-30T20:27Z [----] followers, [---] engagements


"@kndistressed I was in $EQX around $4.09 and $HBM around $4.40 but I closed my positions around $5 when interactive brokers increased maintenance margin on a large position to 100%. Still mad I let them go"  
[X Link](https://x.com/SFarringtonBKC/status/1775619293717110885)  2024-04-03T20:20Z [----] followers, [---] engagements


"@mike_oil_invest I often find myself trying to persuade that politicians can't be that icompetent and maintain power but this is attributing a level of planning and control that I don't think they have"  
[X Link](https://x.com/SFarringtonBKC/status/1776780233900736731)  2024-04-07T01:13Z [--] followers, [--] engagements


"@blondesnmoney You're telling me the next trade is real estate"  
[X Link](https://x.com/SFarringtonBKC/status/1777843983948910957)  2024-04-09T23:40Z [--] followers, [--] engagements


"@valuedontlie @CapitalFang What's better barbell $TCS and $AAN or 1/3 in each with $CONN My thesis is that durables goods covid pullforward has wear off and return to normal someday"  
[X Link](https://x.com/SFarringtonBKC/status/1778510760252964870)  2024-04-11T19:49Z [----] followers, [---] engagements


"@CaptSJM67 @CSuiteOperator Everything above $20 on [---] cracks should be good for $VTNR. Still waiting for the results of the JV road show. Capital markets are open so should be a credible offer for 25%-50% of the refinery to fix the capital structure. RINs should recover in [----] after the IRA changes"  
[X Link](https://x.com/SFarringtonBKC/status/1778871185045909592)  2024-04-12T19:41Z [--] followers, [---] engagements


"@TinInvestor How fake is politics So fake that our greatest enemy waits until the stock market is closed to retaliate"  
[X Link](https://x.com/SFarringtonBKC/status/1778898238164103442)  2024-04-12T21:29Z [--] followers, [--] engagements


"@Hedgeye $JXN $JOE 50/50"  
[X Link](https://x.com/SFarringtonBKC/status/1780714599534448871)  2024-04-17T21:46Z [--] followers, [--] engagements


"@blondesnmoney $ILPT is being milked by their fund manager total long term trainwreck destroying shareholder value"  
[X Link](https://x.com/SFarringtonBKC/status/1781484053985726893)  2024-04-20T00:44Z [---] followers, [--] engagements


"@DeSean_is_the_1 I'm long $MPW but I have a sinking suspicion that there will only be [--] dividends this year. As a REIT they have to distribute 90% of profits but the huge markdown from the writeoff means they don't have to declare profits and the dividend is optional to management"  
[X Link](https://x.com/SFarringtonBKC/status/1782586884805333443)  2024-04-23T01:46Z [---] followers, [---] engagements


"@DonPalermo5 My contract at work wasn't renewed where can I get paid to pump stocks Sounds like a fun job"  
[X Link](https://x.com/SFarringtonBKC/status/1782872752728248462)  2024-04-23T20:42Z [--] followers, [--] engagements


"@StephenCFU_ $JOE $JXN $MPW"  
[X Link](https://x.com/SFarringtonBKC/status/1784237629573104041)  2024-04-27T15:06Z [---] followers, [---] engagements


"@lasse108 @SoundVision16 Floaters jackup plus debt is evaporating in real terms if you believe inflation stays 4%+. I'm looking for all the good assets with fixed rate debt I can find and using a bit o margin too"  
[X Link](https://x.com/SFarringtonBKC/status/1784839651947098526)  2024-04-29T06:58Z [---] followers, [--] engagements


"@youngpontiff @lasse108 Long $SBSW for Europe's largest lithium mine long $SBSW for Toyota's hybrids with catalytic converters"  
[X Link](https://x.com/SFarringtonBKC/status/1784840493219651733)  2024-04-29T07:01Z [---] followers, [---] engagements


"@Seawolfcap @Stocktwits Do you think they were affected by the $HOOD 3% IRA match"  
[X Link](https://x.com/SFarringtonBKC/status/1784968811671584975)  2024-04-29T15:31Z [---] followers, [---] engagements


"Uranium degens don't understand mining vs enrichment. $LEU is my new top pick"  
[X Link](https://x.com/SFarringtonBKC/status/1785701148411806103)  2024-05-01T16:01Z [---] followers, [---] engagements


"@blondesnmoney I was thinking short $DASH post pandemic. I don't hate the other three though"  
[X Link](https://x.com/SFarringtonBKC/status/1785800332934582538)  2024-05-01T22:35Z [---] followers, [---] engagements


"@SummerSnowUSA Why do you like $NMM over other dry bulkers I was in $EGLE until they agreed to be acquired at below NAV the bastards"  
[X Link](https://x.com/SFarringtonBKC/status/1785885309948854496)  2024-05-02T04:13Z [----] followers, [---] engagements


"@orrdavid Inflation most certainly comes in waves. Wheat prices seem to be inflecting gasoline is up and now industrial metals too. That will feed through the system. But the big risk is [--] trillion in home equity looking for a HELOC if rates fall"  
[X Link](https://x.com/SFarringtonBKC/status/1786069427672207602)  2024-05-02T16:25Z [---] followers, [--] engagements


"@JPLTO_ @BichonRedux Same problem as $VET punished for growth. Will pay off eventually"  
[X Link](https://x.com/SFarringtonBKC/status/1786070706184163741)  2024-05-02T16:30Z [---] followers, [--] engagements


"@morecef1 @BichonRedux The new CEO is from Home Depot logistics and allegedly $AAP's only problem is efficiency. Its s solid thesis. I bought at $50 but sold around $60 as I needed to free up margin from being a degen and getting squeezed"  
[X Link](https://x.com/SFarringtonBKC/status/1786080745099763817)  2024-05-02T17:10Z [---] followers, [---] engagements


"@PSand1234 I'm kinda bullish $FWRD at this price. I don't think the acquisition was terrible just that the CEOs botched execution. Destocking cycle should be over massive tailwind for logistics. What's your take"  
[X Link](https://x.com/SFarringtonBKC/status/1786377342484386153)  2024-05-03T12:48Z [---] followers, [--] engagements


"@Twasluck1 @Ultradeep3 Lol i was hoping @ultradeep3 would tell us why to avoid mid tier japanese cities not why you are going to japan but thank you for your prompt response :P"  
[X Link](https://x.com/SFarringtonBKC/status/1786780005856317657)  2024-05-04T15:28Z [---] followers, [--] engagements


"@robhawcroft @JavierBlas @opinion Some guys I deeply respect are all about $VAL over $RIG but in this case I can have the market leader the technology leader the management team leadership and the financial leverage all in one place. $RIG for me"  
[X Link](https://x.com/SFarringtonBKC/status/1786780484610953300)  2024-05-04T15:30Z [----] followers, [---] engagements


"@rock_boffin Energy mining dry bulk REITs finance"  
[X Link](https://x.com/SFarringtonBKC/status/1786811749896765844)  2024-05-04T17:34Z [---] followers, [---] engagements


"@MichaelAArouet George Selgin has a paper out quantifying recessions pre amd post gold standard. Not sure where you get #1 but it might not be solid"  
[X Link](https://x.com/SFarringtonBKC/status/1787097989334393246)  2024-05-05T12:32Z [---] followers, [--] engagements


"@CaptainRoyen Do you like them better than $ACDC"  
[X Link](https://x.com/SFarringtonBKC/status/1787625455807234410)  2024-05-06T23:28Z [----] followers, [---] engagements


"@Yentovon @SnarkyMcSnark85 @Steward @MassGov @SEIU @1199mass @BostonGlobe On an $MPW earnings call last year Aldag said that bankruptcy courts treat landlords pretty well. Guess he wasn't joking"  
[X Link](https://x.com/SFarringtonBKC/status/1788236900014129538)  2024-05-08T15:57Z [---] followers, [---] engagements


"@Geologo_Trader If the price moves do you buy the call back or let the stock go Do you have no capital gains tax to worry about as an Ozzy in Argentina"  
[X Link](https://x.com/SFarringtonBKC/status/1788306555277901960)  2024-05-08T20:34Z [---] followers, [---] engagements


"@TheWealthMiner Three stages exploration buildout operation. Risk/return decreasing as you go down those three. For me buildout is the sweet spot. Long $EQX"  
[X Link](https://x.com/SFarringtonBKC/status/1788631781299695750)  2024-05-09T18:07Z [----] followers, [----] engagements


"@SchrodingersAlt I'd compromise down to exile. Liberia sounds nice"  
[X Link](https://x.com/SFarringtonBKC/status/1788732464371753303)  2024-05-10T00:47Z [---] followers, [--] engagements


"@wabuffo @SteveMiran Relative loosening absolute tightening of the monetary base the rest of the fractional reserve money supply pyramid is"  
[X Link](https://x.com/SFarringtonBKC/status/1788898957008986501)  2024-05-10T11:48Z [---] followers, [--] engagements


"@DonPalermo5 I think assets sales are a part of their dumpster diving business model. A lot of those things will fetch a good price at the top of the cycle but not sure I would want to own them forever"  
[X Link](https://x.com/SFarringtonBKC/status/1789043106878304275)  2024-05-10T21:21Z [---] followers, [--] engagements


"@InvestInOnG @JohnArnoldFndtn I want to know"  
[X Link](https://x.com/SFarringtonBKC/status/1789695179529580940)  2024-05-12T16:32Z [---] followers, [---] engagements


"@NewcomerInvest @GrindeOptions $AMZN $SOFI I have no idea what I'm doing"  
[X Link](https://x.com/SFarringtonBKC/status/1789823467124105640)  2024-05-13T01:02Z [---] followers, [---] engagements


"@mineralstocks @somtam67 Do you like $UUUU for Vanadium"  
[X Link](https://x.com/SFarringtonBKC/status/1790200113693966616)  2024-05-14T01:59Z [---] followers, [---] engagements


"@NewcomerInvest @DrunkDividends They violate fiduciary redponsibilities when they push ESG agendas with other peoples trusted retirement money"  
[X Link](https://x.com/SFarringtonBKC/status/1790537009670287746)  2024-05-15T00:17Z [---] followers, [--] engagements


"@kab604 Forward wanted to acquire Omni's customers. Omni is a total logistics relationship that would use Forward or others for LTL needs. Forward wants those total relationships which they tried and failed to grow organically"  
[X Link](https://x.com/SFarringtonBKC/status/1790767700689535433)  2024-05-15T15:34Z [---] followers, [--] engagements


"@analytics_fb It might take time for the market to catch on but eventually small caps will be in an upswing capital markets will be open and the core business will keep earning and they will have no writedowns. No need to rush. I'm generating cash selling puts. Slow is fine"  
[X Link](https://x.com/SFarringtonBKC/status/1790783030149226948)  2024-05-15T16:35Z [---] followers, [--] engagements


"@DiMartinoBooth @mtmalinen does this signal indicate we are finishing up the tail end of a shallow recession"  
[X Link](https://x.com/SFarringtonBKC/status/1791092131093758456)  2024-05-16T13:03Z [---] followers, [---] engagements


"What are the big macro US trends Inflation Sunbelt migration K-shaped economy AI Reshoring of industry Destocking cycle Any others"  
[X Link](https://x.com/SFarringtonBKC/status/1791987727392477411)  2024-05-19T00:22Z [---] followers, [--] engagements


"@Josh_Young_1 @zerohedge @BarbarianCap A tech specialist told me that AI will be good at coding AI to be more efficient. Expect energy use to come down. That plus Wiliam Stanley Jevons The Coal Question"  
[X Link](https://x.com/SFarringtonBKC/status/1792358805545873651)  2024-05-20T00:56Z [---] followers, [---] engagements


"@ChefStonks_ I shorted $DLTR at $175 after the Family Dollar acquisition but I am a customer and those stores are always packed with a line at checkout. Short at your own risk"  
[X Link](https://x.com/SFarringtonBKC/status/1792524047500153036)  2024-05-20T11:53Z [---] followers, [--] engagements


"@ChefStonks_ $FIVE is much more upscale than $DLTR I don't think one informs about the other"  
[X Link](https://x.com/SFarringtonBKC/status/1792524270586802190)  2024-05-20T11:54Z [---] followers, [---] engagements


"@TRAVmoneyofmine Canada: good news guys no injuries resulting in time lost due to accidents this quarter South Africa: good news guys only three fatalities this quarter"  
[X Link](https://x.com/SFarringtonBKC/status/1794105561568469338)  2024-05-24T20:37Z [---] followers, [---] engagements


"Why Transocean $RIG is better than Valaris $VAL or Noble $NE"  
[X Link](https://x.com/anyuser/status/1796303226771255597)  2024-05-30T22:10Z [----] followers, 22K engagements


"I was going to write about ProFrac Holdings $ACDC but it turned into me dunking on Vermillion Energy $VET Sandridge Energy $SD and Peabody Energy $BTU instead"  
[X Link](https://x.com/SFarringtonBKC/status/1797350298211525002)  2024-06-02T19:31Z [----] followers, [----] engagements


"Writing an article on Sunday night before Roaring Kitty released his positions was a mistake No engagement. I think next time I will schedule a timed release LOL"  
[X Link](https://x.com/SFarringtonBKC/status/1797645064832942309)  2024-06-03T15:02Z [---] followers, [---] engagements


"@Dividend_Dollar A home with a mortgage is a leveraged currency short a call option on real estate prices a derivative that hedges again rent increases and a stealth savings vehicle. A home with a mortgage is a beautiful thing for the middle class"  
[X Link](https://x.com/SFarringtonBKC/status/1798392882363310368)  2024-06-05T16:34Z [---] followers, [--] engagements


"@typicalcapital I had done alright in Vitacoco $COCO for the same reason Keurig Dr Pepper $KDP had a toehold and it was cheap at the time"  
[X Link](https://x.com/SFarringtonBKC/status/1798427448419533015)  2024-06-05T18:51Z [---] followers, [---] engagements


"@InvestInOnG The Jones Act needs to go. So regressive on Puerto Rico and Hawaii"  
[X Link](https://x.com/SFarringtonBKC/status/1798586816007991344)  2024-06-06T05:24Z [---] followers, [--] engagements


"@MikeFritzell I saw $CROX on my insider buying screens when the CFO bought at $54 but I didn't understand their business and didn't buy. Then I met an elementary school kid at the pediatric dentist who told me everyone at school wears them"  
[X Link](https://x.com/SFarringtonBKC/status/1798699874168578340)  2024-06-06T12:54Z [---] followers, [---] engagements


"Why I love Sibanye Stillwater $SBSW and thus I hate myself"  
[X Link](https://x.com/SFarringtonBKC/status/1798759129236066416)  2024-06-06T16:49Z [---] followers, [----] engagements


"@SummerSnowUSA Those are all good points but international trade is already mostly between close neighbors ie US Mexico. When Sainsbury removed Russian products they only found [--] SKUs. Just did a writeup on $NWL dropping tomorrow. Trade has so much room to grow"  
[X Link](https://x.com/SFarringtonBKC/status/1798880562058596489)  2024-06-07T00:52Z [----] followers, [--] engagements


"Why Newell Brands' $NWL turnaround strategy is fundamentally sound"  
[X Link](https://x.com/SFarringtonBKC/status/1799048666063454294)  2024-06-07T12:00Z [----] followers, [----] engagements


"@EismanSteven When the market fully appreciates that stocks and bonds have flipped to positive correlation because inflation makes the fed unresponsive"  
[X Link](https://x.com/SFarringtonBKC/status/1799071543005434111)  2024-06-07T13:30Z [---] followers, [--] engagements


"@DeepSailCapital $WING but who knows how high it will fly first"  
[X Link](https://x.com/SFarringtonBKC/status/1799234397477974113)  2024-06-08T00:18Z [---] followers, [---] engagements


"@Investing501 Time and exponential earning growth for $JOE"  
[X Link](https://x.com/SFarringtonBKC/status/1799971590861418592)  2024-06-10T01:07Z [---] followers, [--] engagements


"Taking this for my $EQX writeup I love these Western media claims that the PBOC has stopped buying gold. This is one of the most premature conclusions I've seen in a long time. How can anyone confidently assert this based on a single report showing unchanged monthly holdings Moreover China isn't the only https://t.co/0TBWOq4QoY I love these Western media claims that the PBOC has stopped buying gold. This is one of the most premature conclusions I've seen in a long time. How can anyone confidently assert this based on a single report showing unchanged monthly holdings Moreover China isn't the"  
[X Link](https://x.com/SFarringtonBKC/status/1800169102973264066)  2024-06-10T14:12Z [----] followers, [---] engagements


"Borrowing this for $EQX writeup Gold Producers: Q1 [----] Results Top [--] by Gold Production (incl. AISC) [-------] - Newmont Corporation [------] - Barrick Gold [------] - Agnico Eagle Mines [------] - Zijin Mining [------] - Anglogold Ashanti [------] - Freeport-McMoRan [------] - Kinross Gold [------] - Gold Fields https://t.co/unTN6AAs2a Gold Producers: Q1 [----] Results Top [--] by Gold Production (incl. AISC) [-------] - Newmont Corporation [------] - Barrick Gold [------] - Agnico Eagle Mines [------] - Zijin Mining [------] - Anglogold Ashanti [------] - Freeport-McMoRan [------] - Kinross Gold [------] - Gold Fields"  
[X Link](https://x.com/SFarringtonBKC/status/1800207351766794294)  2024-06-10T16:44Z [----] followers, [---] engagements


"@MadsCapital $SBUX over $MCD"  
[X Link](https://x.com/SFarringtonBKC/status/1800318502227558874)  2024-06-11T00:05Z [---] followers, [---] engagements


"@mike_oil_invest Not every acquisition is bad just a lot of them are"  
[X Link](https://x.com/SFarringtonBKC/status/1800319407740309723)  2024-06-11T00:09Z [---] followers, [--] engagements


"Why I have a 7% position in GameStop $GME and how I bungled the trade. Why not Icahn Enterprises $IEP instead"  
[X Link](https://x.com/SFarringtonBKC/status/1800498213042241875)  2024-06-11T12:00Z [----] followers, [---] engagements


"@BuffaloBillCo People don't have friends they have social media"  
[X Link](https://x.com/SFarringtonBKC/status/1800588694161940901)  2024-06-11T17:59Z [---] followers, [---] engagements


"Why I chose Equinox Gold $EQX for my gold exposure"  
[X Link](https://x.com/SFarringtonBKC/status/1800860609585574070)  2024-06-12T12:00Z [----] followers, [---] engagements


"Kinda amazing to see restaurants in contraction outside of a recession. If we are outside of a recession"  
[X Link](https://x.com/SFarringtonBKC/status/1800994648808182012)  2024-06-12T20:52Z [---] followers, [---] engagements


"@marketplunger1 Day in the sun is coming and will last a decade. Portfolio managers will increase allocation for negative correlation which will cause outperformance. Ten years from now your Edward Jones advisors will be pushing energy and that will be the top"  
[X Link](https://x.com/SFarringtonBKC/status/1801226287924547968)  2024-06-13T12:13Z [---] followers, [---] engagements


"@rev_cap I'm super bullish the right REITs longer term fixed debt leases that adjust upwards with CPI. Sustained inflation will outweigh the pain from rising interest rates"  
[X Link](https://x.com/SFarringtonBKC/status/1801237568660426952)  2024-06-13T12:57Z [---] followers, [--] engagements


"@TwainsMustache Brazil is big enough to play the US and China off of each other like Saudi Arabia and India they will be huge winners in the next decade as they can resist being firmly in someone's sphere of influence"  
[X Link](https://x.com/SFarringtonBKC/status/1801237916464578627)  2024-06-13T12:59Z [---] followers, [--] engagements


"@Gugo907 Mexico hedging has been a consistent theory"  
[X Link](https://x.com/SFarringtonBKC/status/1801315642487837184)  2024-06-13T18:08Z [---] followers, [---] engagements


"When the stocks you love dont love you back Vermillion Energy $VET edition. For never was a story of worse fate than this of Vermillion and her degenerate"  
[X Link](https://x.com/SFarringtonBKC/status/1802672545482809445)  2024-06-17T12:00Z [----] followers, [---] engagements


"$AAN agrees to be taken private at [-----]. It could have easily been [--] when furniture comes back from the Covid pull forward. Hard to be in small caps"  
[X Link](https://x.com/SFarringtonBKC/status/1802681973254582540)  2024-06-17T12:37Z [----] followers, [---] engagements


"@GayBearRes Havana syndrome"  
[X Link](https://x.com/SFarringtonBKC/status/1802684256289710573)  2024-06-17T12:46Z [---] followers, [---] engagements


"@GringoInvesting Last earnings call $BTU management said previously planned decommissionings are getting delayed due to AI so domestic coal has a bit of life left"  
[X Link](https://x.com/SFarringtonBKC/status/1803468220273401936)  2024-06-19T16:41Z [---] followers, [---] engagements


"Will FOMO thaw out the housing market Nationwide prices are up 6.6% from last year per the Federal Housing Finance Agency: https://t.co/GBwQa2BayJ Nationwide prices are up 6.6% from last year per the Federal Housing Finance Agency: https://t.co/GBwQa2BayJ"  
[X Link](https://x.com/SFarringtonBKC/status/1803521171989635349)  2024-06-19T20:12Z [---] followers, [---] engagements


"End of destocking $FWRD Truckload Rejection rates broke above a crucial 5% level today. If this can hold through July 4th we will see continued momentum. LAX ONT ATL DAL are already in the 6-7% range. [--] hurricane sends this into a frenzy. Gulf coast markets are already in the 12%s due to produce. https://t.co/SL2uJzoVKN Truckload Rejection rates broke above a crucial 5% level today. If this can hold through July 4th we will see continued momentum. LAX ONT ATL DAL are already in the 6-7% range. [--] hurricane sends this into a frenzy. Gulf coast markets are already in the 12%s due to produce."  
[X Link](https://x.com/SFarringtonBKC/status/1803554333776040279)  2024-06-19T22:23Z [----] followers, [---] engagements


"How to punt into copper exploration like a muppet if you are late to the party: Ivanhoe Electric $IE Filo Corp $FIL"  
[X Link](https://x.com/SFarringtonBKC/status/1804122095896719436)  2024-06-21T12:00Z [----] followers, [---] engagements


"Rejections spiking destocking is over let's goooo $FWRD $PBI"  
[X Link](https://x.com/SFarringtonBKC/status/1804681027731796107)  2024-06-23T01:01Z [----] followers, [---] engagements


"Finding value in growth take your laptop to the beach for a one-decision stock the St Joe Company $JOE"  
[X Link](https://x.com/SFarringtonBKC/status/1805209263725576249)  2024-06-24T12:00Z [----] followers, [---] engagements


"@RocketPeen Thank you for the feedback. Any small caps you want to see me dive into"  
[X Link](https://x.com/SFarringtonBKC/status/1805706813582495863)  2024-06-25T20:57Z [---] followers, [--] engagements


"Destocking is over let's goooooo $FWRD Dry van outbound tender rejection rates at their highest levels since Dec [----]. https://t.co/A7DTjGhiHj Dry van outbound tender rejection rates at their highest levels since Dec [----]. https://t.co/A7DTjGhiHj"  
[X Link](https://x.com/SFarringtonBKC/status/1805816513376530613)  2024-06-26T04:13Z [----] followers, [---] engagements


"@staffpro11 Could it be lithium Derisking keliber would be amazeballs. But why due diligence in south africa unless suits want to use up their per diem at restaurants"  
[X Link](https://x.com/SFarringtonBKC/status/1805924640876859396)  2024-06-26T11:22Z [---] followers, [---] engagements


"How to punt into copper producers like a muppet (Part II): Hudbay Minerals $HBM Ero Copper $ERO and Taseko Mines $TGB"  
[X Link](https://x.com/SFarringtonBKC/status/1805934035673264194)  2024-06-26T12:00Z [----] followers, [----] engagements


"@BuffaloBillCo I think the whole business model is threatened. Mail order prescription drugs plus the FDA made all the over the counter drugs total garbage. I think people are just going to cannabis dispensaries instead"  
[X Link](https://x.com/SFarringtonBKC/status/1805997912125583414)  2024-06-26T16:13Z [---] followers, [--] engagements


"@MichaelAArouet Federal State Local and Entitlements I think the US is around 43% government spending as well"  
[X Link](https://x.com/SFarringtonBKC/status/1805998142141198622)  2024-06-26T16:14Z [---] followers, [---] engagements


"Steel/Meme type Pokemon I choose you Algoma Steel $ASTL and Cleveland Cliffs $CLF"  
[X Link](https://x.com/SFarringtonBKC/status/1806658808342589851)  2024-06-28T12:00Z [----] followers, [---] engagements


"@Patrykbh1 Should mean all logistics companies are about to get a tailwind"  
[X Link](https://x.com/SFarringtonBKC/status/1806660128998842764)  2024-06-28T12:05Z [---] followers, [--] engagements


"@frankoz95967943 @SantiagoAuFund That went from Carl Menger to Ludwig von Mises but you skipped Bohm Bawerk on interest rates"  
[X Link](https://x.com/SFarringtonBKC/status/1806843366736286105)  2024-06-29T00:13Z [---] followers, [--] engagements


"@CDInewsletter Does the toxoplasma gondii affect your risk tolerance"  
[X Link](https://x.com/SFarringtonBKC/status/1807756017511399793)  2024-07-01T12:39Z [---] followers, [---] engagements


"@Geiger_Capital Wouldn't $GEO be hurt by a remain in Mexico policy"  
[X Link](https://x.com/SFarringtonBKC/status/1807836271479279937)  2024-07-01T17:58Z [----] followers, [---] engagements


"@theroichannel No news so either the JV failed and Bank of America leaks material information or just market is as market does"  
[X Link](https://x.com/SFarringtonBKC/status/1808460823397892578)  2024-07-03T11:20Z [---] followers, [--] engagements


"That tall drink of water with the silver spoon up his investment: The GEO Group $GEO and CoreCivic $CXW"  
[X Link](https://x.com/SFarringtonBKC/status/1808470754998026513)  2024-07-03T12:00Z [----] followers, [---] engagements


"@Taoist_Master13 They talked about a custom build for a big celebrity on last earnings call. Honestly I don't understand modern marketing I'm waiting for the housing market to thaw"  
[X Link](https://x.com/SFarringtonBKC/status/1808654270633255389)  2024-07-04T00:09Z [---] followers, [--] engagements


"@rev_cap We bought in Florida in [----] it was crazy tight. Made a full price offer same day as listed and were declined. Inventory back to [----] isn't recessionary for Florida"  
[X Link](https://x.com/SFarringtonBKC/status/1808665466585399748)  2024-07-04T00:53Z [----] followers, [---] engagements


"@Convertbond The worship of power. The belief that the first place to try and solve problems is through government. The US is 90% bipartisan fascist"  
[X Link](https://x.com/SFarringtonBKC/status/1808666730341741045)  2024-07-04T00:58Z [---] followers, [---] engagements


"Forecasting threats to the Gold Oil Land Inflation Protection Strategy and Alliance Resource Partners $ARLP"  
[X Link](https://x.com/SFarringtonBKC/status/1809195533527056704)  2024-07-05T12:00Z [----] followers, [---] engagements


"@MaverickValue Or a good acquisition"  
[X Link](https://x.com/SFarringtonBKC/status/1809392379054395848)  2024-07-06T01:02Z [---] followers, [---] engagements


"@YellowLabLife For $VET with their Ireland nat gas they get way over $4. Market still hates them"  
[X Link](https://x.com/SFarringtonBKC/status/1809582829619036531)  2024-07-06T13:39Z [---] followers, [---] engagements


"@MaverickValue @west4thstreet The whole industry is down if they don't have a specific acquisition target in mind then the bond issuance was bad. But buying something cheaper than themselves would be accretive"  
[X Link](https://x.com/SFarringtonBKC/status/1809714399055130666)  2024-07-06T22:21Z [----] followers, [--] engagements


"@MaverickValue @west4thstreet All I can do is agree that the note is bad unless they do a hum dinger of a cheap acquisition. Which is not bad odds in a realtor bear market"  
[X Link](https://x.com/SFarringtonBKC/status/1809721850806551039)  2024-07-06T22:51Z [---] followers, [--] engagements


"Big money predicting rate cuts thawing the housing market would blow the door off the hinges for inflation Record flows into $TLT this week https://t.co/n5brPeaoI4 Record flows into $TLT this week https://t.co/n5brPeaoI4"  
[X Link](https://x.com/SFarringtonBKC/status/1809756043741642803)  2024-07-07T01:07Z [---] followers, [---] engagements


"@conorsen @ernietedeschi @IrvingSwisher They drop discouraged workers from the labor force. Statistics don't lie statisticians lie and they do it a lot"  
[X Link](https://x.com/SFarringtonBKC/status/1809928274253922345)  2024-07-07T12:31Z [---] followers, [--] engagements


"Stealing this for $UUUU writeup Uranium Production by Company [----] https://t.co/thJGUe8JPp Uranium Production by Company [----] https://t.co/thJGUe8JPp"  
[X Link](https://x.com/SFarringtonBKC/status/1810004406487683115)  2024-07-07T17:34Z [----] followers, [---] engagements


"@Nirvana12319 Last earnings call they said 2M full year [----] and an additional 4M "in the coming years" but I suspect they can't put a timeframe due to permitting uncertainty"  
[X Link](https://x.com/SFarringtonBKC/status/1810015897198706940)  2024-07-07T18:19Z [---] followers, [--] engagements


"Let's goooooo $FWRD $PBI Any logistics small cap value out there I don't know about I believe a recovery is in sight. Truckload Tender Volume(Blue) is up 20% since its low in Feb [----] while the amount of Carriers Available(Pink) is down 10% since its peak in Sept [----]. The Market is still in the shippers favor but the end is near. The gap is closing. https://t.co/Z7rcTyp9KB I believe a recovery is in sight. Truckload Tender Volume(Blue) is up 20% since its low in Feb [----] while the amount of Carriers Available(Pink) is down 10% since its peak in Sept [----]. The Market is still in the shippers"  
[X Link](https://x.com/SFarringtonBKC/status/1810530270522564720)  2024-07-09T04:23Z [----] followers, [---] engagements


"@rev_cap If the end of destocking coincides with a thawing of the housing market from reduced mortgage rates inflation gonna blow the door off the hinges"  
[X Link](https://x.com/SFarringtonBKC/status/1810530494305452332)  2024-07-09T04:24Z [---] followers, [--] engagements


"Manure I hate manure - Biff Tannon: CVR Partners $UAN CVR Energy $CVI"  
[X Link](https://x.com/SFarringtonBKC/status/1811007468647993474)  2024-07-10T12:00Z [----] followers, [---] engagements


"@Taoist_Master13 @SADIFAnalytics To be cash flow positive in this economy has been impressive"  
[X Link](https://x.com/SFarringtonBKC/status/1813002585542197266)  2024-07-16T00:07Z [---] followers, [--] engagements


"Got homebuilders $BZH $LSEA $JOE Homies lumber's downward recession momentum continues unabated. Almost no mill can make this shit profitably down here. If I was a homebuilder and had warehouses I'd be piling every grade and variety to the sky. P.S. your AI stocks are fucked. - your fren. 🐶🚬 https://t.co/MbwNimFRJN Homies lumber's downward recession momentum continues unabated. Almost no mill can make this shit profitably down here. If I was a homebuilder and had warehouses I'd be piling every grade and variety to the sky. P.S. your AI stocks are fucked. - your fren. 🐶🚬"  
[X Link](https://x.com/SFarringtonBKC/status/1813167456199839995)  2024-07-16T11:03Z [---] followers, [---] engagements


"I want this catch up trade $FWRD Does this relationship even matter anymore Is this a divergence Or nothing to worry about https://t.co/wkK0e2chKb Does this relationship even matter anymore Is this a divergence Or nothing to worry about https://t.co/wkK0e2chKb"  
[X Link](https://x.com/SFarringtonBKC/status/1813171819958182000)  2024-07-16T11:20Z [----] followers, [---] engagements


"@VulmearJ45663 I'm skeptical of the acquisition but a three year 3x is possible from cyclicality"  
[X Link](https://x.com/SFarringtonBKC/status/1813585147847168179)  2024-07-17T14:42Z [---] followers, [--] engagements


"@Josh_Young_1 Anything could go either way. The depletion rates on wells and the time to mobilize for new drilling could cause so many lags. We might find gas expensive under Trump and cheap afterward and have to listen to insufferable liberals say "see Trump wasn't good for oil""  
[X Link](https://x.com/SFarringtonBKC/status/1813636657436123624)  2024-07-17T18:07Z [----] followers, [---] engagements


"@theroichannel $ACDC up big as well. But all the small caps were rallying and they were coiled springs. $NWL is down since I wrote about them and Bloomberg thinks $CONN is going bankrupt"  
[X Link](https://x.com/SFarringtonBKC/status/1813732775519985961)  2024-07-18T00:29Z [----] followers, [---] engagements


"Maybe I've been too US centric No it's the kids who are wrong"  
[X Link](https://x.com/SFarringtonBKC/status/1815545720918986766)  2024-07-23T00:33Z [---] followers, [--] engagements


"@lvivroi I bet Novo Nordisk is throwing off the average. Similarly in the US I can find PE of [--] in small caps"  
[X Link](https://x.com/SFarringtonBKC/status/1815718646431322454)  2024-07-23T12:00Z [---] followers, [--] engagements


"@ValueStockGeek The unfunded social security and medicare liabilities by GAAP accounting rules should be on the balance sheet. That's another [---] trillion to [---] trillion. The US has negative shareholder equity by a lot but as the reserve currency cannot be illiquid"  
[X Link](https://x.com/SFarringtonBKC/status/1815719329435926854)  2024-07-23T12:03Z [---] followers, [---] engagements


"@Yentovon As a REIT they must pay out 90% but [----] has writedowns that show up in net income. Management considered suspending the dividend to pay down debt but eventually decided against it. [----] is when REIT rules force them to increase the dividend"  
[X Link](https://x.com/SFarringtonBKC/status/1815722842446614791)  2024-07-23T12:17Z [---] followers, [--] engagements


"@friedoystercult BMI and gender dependent. If the weight loss lowers heart disease risk more than increases the lung cancer risk"  
[X Link](https://x.com/SFarringtonBKC/status/1815886518671515845)  2024-07-23T23:07Z [---] followers, [--] engagements


"Welp one of my first paywalled "Ten bagger or bust" article stocks $CONN is filing for chapter [--] protection. I was personally hoping for a ten bagger before a bust. Still about a 20% chance of exiting chapter [--] without zeroing shareholders. Furniture retailer Conns has filed for bankruptcy amid lagging sales and trouble integrating a rival chain confirming an earlier Bloomberg report https://t.co/bTzM2M3F1j Furniture retailer Conns has filed for bankruptcy amid lagging sales and trouble integrating a rival chain confirming an earlier Bloomberg report https://t.co/bTzM2M3F1j"  
[X Link](https://x.com/SFarringtonBKC/status/1815977362804052230)  2024-07-24T05:08Z [----] followers, [---] engagements


"The first bust from the "Ten Bagger or Bust" portfolio: Conn's $CONN"  
[X Link](https://x.com/SFarringtonBKC/status/1816013290604036342)  2024-07-24T07:31Z [----] followers, [---] engagements


"Mnage trois with oil in California with the California Resources Corporation $CRC"  
[X Link](https://x.com/SFarringtonBKC/status/1816080897554485752)  2024-07-24T12:00Z [----] followers, [---] engagements


"@ChrisMozach They could sell the legacy Louisiana business they want at least $200 million for it and it's not clear that bid would be forthcoming right now. Based on the Ohio comp $200 million is on par but all renewables are down at the moment"  
[X Link](https://x.com/SFarringtonBKC/status/1816159298847715602)  2024-07-24T17:11Z [---] followers, [--] engagements


"@ChrisMozach Yeah selling the legacy Louisiana diesel recycling business is one way to clean up the balance sheet. They have options not many but some"  
[X Link](https://x.com/SFarringtonBKC/status/1816371155428675818)  2024-07-25T07:13Z [---] followers, [--] engagements


"Bullish oil stocks Hedge fund positioning in energy is the lowest it's been in decades. https://t.co/8cXn5IEAQf Hedge fund positioning in energy is the lowest it's been in decades. https://t.co/8cXn5IEAQf"  
[X Link](https://x.com/SFarringtonBKC/status/1816518612892680464)  2024-07-25T16:59Z [----] followers, [----] engagements


"@Kelly1010x I am allocated for it but things can always go on longer than I think"  
[X Link](https://x.com/SFarringtonBKC/status/1816521208453808395)  2024-07-25T17:09Z [----] followers, [--] engagements


"@BR_Kelleran After my last writeup I'm kinda liking $VAL as much as $RIG now. I don't want to harvest tax gains from switching but I do like them both"  
[X Link](https://x.com/SFarringtonBKC/status/1816528303853085043)  2024-07-25T17:37Z [----] followers, [---] engagements


"Anyone following Robert Half $RHI that can recommend a good summary"  
[X Link](https://x.com/SFarringtonBKC/status/1816554246432866689)  2024-07-25T19:20Z [----] followers, [---] engagements


"@ChrisMozach My drgenerate portfolio needs this to be true"  
[X Link](https://x.com/SFarringtonBKC/status/1816591618759102850)  2024-07-25T21:49Z [---] followers, [---] engagements


"Reversing [--] years of globalization There hasnt been this much factory construction in United States in over [---] years. LFG https://t.co/vAqc8ekAw1 There hasnt been this much factory construction in United States in over [---] years. LFG https://t.co/vAqc8ekAw1"  
[X Link](https://x.com/SFarringtonBKC/status/1816663435813310527)  2024-07-26T02:34Z [----] followers, [---] engagements


"@theroichannel $ALTG and $FWRD both"  
[X Link](https://x.com/SFarringtonBKC/status/1816689084552585272)  2024-07-26T04:16Z [----] followers, [---] engagements


"@PGSD Post on $AAP coming out at 8am"  
[X Link](https://x.com/SFarringtonBKC/status/1816711444462760394)  2024-07-26T05:45Z [----] followers, [---] engagements


"Havana Syndrome and Advance Auto Parts: $AAP"  
[X Link](https://x.com/SFarringtonBKC/status/1816805667455533528)  2024-07-26T12:00Z [----] followers, [---] engagements


"$NWL Out with a beat falling revenue but expanding margins. Turnaround is working Why Newell Brands' $NWL turnaround strategy is fundamentally sound. https://t.co/94P9Zl9sAe Why Newell Brands' $NWL turnaround strategy is fundamentally sound. https://t.co/94P9Zl9sAe"  
[X Link](https://x.com/SFarringtonBKC/status/1816825665536016526)  2024-07-26T13:19Z [----] followers, [---] engagements


"@wabuffo God I should make that my profile pic"  
[X Link](https://x.com/SFarringtonBKC/status/1816855169021125081)  2024-07-26T15:16Z [---] followers, [--] engagements


"@Greenbackd I heard you say on a podcast recently that your personal headwinds turned in about [----]. But isn't that just a switch from decline to stationary Any mean reversion here and you get to gravedance for decade"  
[X Link](https://x.com/SFarringtonBKC/status/1816856732469019098)  2024-07-26T15:22Z [---] followers, [--] engagements


"@orrdavid @AltayCapital Google's charge for click throughs is so high it's the same as a retail markup. $DTC's attempt to overcome is cross selling to their database of past customers"  
[X Link](https://x.com/SFarringtonBKC/status/1817308622390538319)  2024-07-27T21:18Z [---] followers, [--] engagements


"@AltayCapital @orrdavid Yeah the $DTC brands don't seem like obvious targets for cross selling. They need some razorblades business model to actually profit off acquired customers. But if they aren't burning cash too badly the cycle could just turn in their favor"  
[X Link](https://x.com/SFarringtonBKC/status/1817312491350663304)  2024-07-27T21:33Z [---] followers, [--] engagements


"@Josh_Young_1 @Google Google needs prosecution for this behavior crossing campaign contribution limits"  
[X Link](https://x.com/SFarringtonBKC/status/1817596093456146446)  2024-07-28T16:20Z [---] followers, [---] engagements


"@KyleAdamsStocks If you say small caps three times I will appear like Betelgeuse"  
[X Link](https://x.com/SFarringtonBKC/status/1817597459788345692)  2024-07-28T16:26Z [---] followers, [--] engagements


"@joinyellowbrick @antarcticapital @finance_schmidt @Mike10947310 @pernasresearch @AAGresearch @Divergent7651 Do they update the returns or do you do that"  
[X Link](https://x.com/SFarringtonBKC/status/1817632182011048199)  2024-07-28T18:44Z [---] followers, [---] engagements


"Looks like September rate cut is consensus right now. If true does the market rally or crash FED This week expect Powell to focus on (negative) labor market momentum to justify a Sept cut. The percentage of industries growing jobs (YOY) has fallen below 65%. Average recession begins w/ this number just above 60%. @3F_Research https://t.co/Cq8qrnGn03 FED This week expect Powell to focus on (negative) labor market momentum to justify a Sept cut. The percentage of industries growing jobs (YOY) has fallen below 65%. Average recession begins w/ this number just above 60%. @3F_Research"  
[X Link](https://x.com/SFarringtonBKC/status/1818081010178805797)  2024-07-30T00:27Z [----] followers, [---] engagements


"@JoeRetail2 @BichonRedux You got a good summary on $EVA I could look at"  
[X Link](https://x.com/SFarringtonBKC/status/1818475900662383022)  2024-07-31T02:36Z [---] followers, [--] engagements


"@10_ch_10 Why no nintendo"  
[X Link](https://x.com/SFarringtonBKC/status/1819023821220741317)  2024-08-01T14:54Z [---] followers, [---] engagements


"Unfreeze my housing market Whoa - with rate buy-downs homebuilders will likely be offering mortgages with 4-handles on the rate soon. https://t.co/2qeEMnnzY3 Whoa - with rate buy-downs homebuilders will likely be offering mortgages with 4-handles on the rate soon. https://t.co/2qeEMnnzY3"  
[X Link](https://x.com/SFarringtonBKC/status/1819633187678470278)  2024-08-03T07:15Z [---] followers, [---] engagements


"@JarmoFriman Hello viking descendant thank you for sharing my substack. Kippis Skol Which one do you use for cheers"  
[X Link](https://x.com/SFarringtonBKC/status/1819752250228814194)  2024-08-03T15:08Z [---] followers, [--] engagements


"Himebuilders adapting existing home sales still high @wabuffo My son works for a homebuilder in Dallas - they started offering 4.99% two weeks ago @wabuffo My son works for a homebuilder in Dallas - they started offering 4.99% two weeks ago"  
[X Link](https://x.com/SFarringtonBKC/status/1820100185835340145)  2024-08-04T14:11Z [---] followers, [---] engagements


"@WinstonV99 Yeah coming off the drug is a huge transition and it wouldn't surprise me if $MED's platform could fill that gap"  
[X Link](https://x.com/SFarringtonBKC/status/1820677813730418775)  2024-08-06T04:26Z [----] followers, [--] engagements


"It looks like $FWRD management kitchen sinked the quarter taking a full impairment on the Omni acquisition setting up Q3 and Q4 for positive cash flow. The market likes it. A lot of uncertainty was just removed. Tailwinds and Technicals Forward Air $FWRD is a fat pitch. https://t.co/v7CqZqeuRs Tailwinds and Technicals Forward Air $FWRD is a fat pitch. https://t.co/v7CqZqeuRs"  
[X Link](https://x.com/SFarringtonBKC/status/1821298143092412483)  2024-08-07T21:31Z [----] followers, [---] engagements


"@nastynastyelon @AncientSion I'll probably type up my thoughts tonight on all the recent earnings $FWRD $ACDC $NWL $VTNR $JAKK $JXN $MPW"  
[X Link](https://x.com/SFarringtonBKC/status/1821710444962189513)  2024-08-09T00:49Z [----] followers, [---] engagements


"Quarterly Update After Earnings: $JXN $FWRD $NWL $JAKK $MPW $ACDC $VTNR"  
[X Link](https://x.com/SFarringtonBKC/status/1821879104091852999)  2024-08-09T12:00Z [----] followers, [----] engagements


"Destocking is over $FWRD FreightWaves SONAR but in salmon https://t.co/pWt3k3pyM9 FreightWaves SONAR but in salmon https://t.co/pWt3k3pyM9"  
[X Link](https://x.com/SFarringtonBKC/status/1822072178109473019)  2024-08-10T00:47Z [----] followers, [---] engagements


"Even with $VET using "excess free cash flow" to throw shareholders some scraps after their drilling program that's still a huge share count reduction Canadian O&G annualized buyback and SCR estimates based on ongoing buybacks. #oott https://t.co/qExmu1eLlM Canadian O&G annualized buyback and SCR estimates based on ongoing buybacks. #oott https://t.co/qExmu1eLlM"  
[X Link](https://x.com/SFarringtonBKC/status/1822694824992268718)  2024-08-11T18:01Z [----] followers, [---] engagements


"Quarterly Update After Earnings: $NFE $MPW $EQX + Paywalled"  
[X Link](https://x.com/SFarringtonBKC/status/1822966264823976116)  2024-08-12T12:00Z [----] followers, [----] engagements


"Me overweight energy LOL Tuesday was a positive day for the bulls. not so much for energy tho https://t.co/hlpIFHq72r Tuesday was a positive day for the bulls. not so much for energy tho https://t.co/hlpIFHq72r"  
[X Link](https://x.com/SFarringtonBKC/status/1823511032326672444)  2024-08-14T00:04Z [----] followers, [---] engagements


"@ChrisMozach Ticker symbols give them to meeee"  
[X Link](https://x.com/SFarringtonBKC/status/1823526839979028710)  2024-08-14T01:07Z [----] followers, [--] engagements


"@Aureliusltd28 I've been following $RKT as a stealth fintech housing market recovery stock. I gave up after two CEO changes but maybe I should dive back in as mortgage rates are finally falling"  
[X Link](https://x.com/SFarringtonBKC/status/1823894139060003067)  2024-08-15T01:27Z [----] followers, [---] engagements


"@Josh_Young_1 Grok trying to own the libs by drilling in Alaska. This is Uno reverse black George Washington"  
[X Link](https://x.com/SFarringtonBKC/status/1824254237859033540)  2024-08-16T01:17Z [----] followers, [--] engagements


"@BuyCheapNPray Blackrock and Morgan Stanley both say capital markets are thawing. In [----] capital markets EBITDA was $280 million. Maybe short FUD costs $RILY clients but absent recessioncore business can earn its way out. Assuming Nomura doesn't force asset sales at bad valuations"  
[X Link](https://x.com/SFarringtonBKC/status/1824254769042518288)  2024-08-16T01:20Z [----] followers, [---] engagements


"@BuyCheapNPray Any asset sale at decent valuation and retiring debt at current discounts would help the balance sheet but Great American just won the bid to liquidate $CONN and that should be a fat stack of cash in H2 [----]. Not sure I would want to sell it now or if buyers are FUDed away"  
[X Link](https://x.com/SFarringtonBKC/status/1824257433407046065)  2024-08-16T01:30Z [----] followers, [---] engagements


"Capital markets heating up Wen small caps Big uptick in $5B+ M&A deals this year. "Transaction value totaled $123b as of July [--] already exceeding the $75b for full year 2023." https://t.co/bYUGZn8bAH Big uptick in $5B+ M&A deals this year. "Transaction value totaled $123b as of July [--] already exceeding the $75b for full year 2023." https://t.co/bYUGZn8bAH"  
[X Link](https://x.com/SFarringtonBKC/status/1824499337906491779)  2024-08-16T17:31Z [----] followers, [---] engagements


"@AncientSion @_triangulate_ It has better inside ownership than $VAL less debt than $RIG but focuses on dividends instead of buybacks"  
[X Link](https://x.com/SFarringtonBKC/status/1824509584884765157)  2024-08-16T18:12Z [----] followers, [---] engagements


"@hkuppy @charcware Some finance professionals move to Puerto Rico for the weather and the temporary tax advantages. Long fincas and machetes"  
[X Link](https://x.com/SFarringtonBKC/status/1824524875333034340)  2024-08-16T19:13Z [----] followers, [---] engagements


"@Aureliusltd28 Some of these midcaps looking good $AAP $DG maybe $FL $GT"  
[X Link](https://x.com/SFarringtonBKC/status/1824934104674292037)  2024-08-17T22:19Z [----] followers, [---] engagements


"@NuggetCapital I have a writeup on my s_bst_ck. Not paywalled. If I'm pump and dumping I'm doing it wrong. Everything I touch falls while $NVDA moons"  
[X Link](https://x.com/SFarringtonBKC/status/1824972717222686819)  2024-08-18T00:52Z [----] followers, [---] engagements


"Big Ag South of the Border: $CRESY $LND $IRS"  
[X Link](https://x.com/SFarringtonBKC/status/1825502981233737807)  2024-08-19T12:00Z [----] followers, [----] engagements


"@Yentovon Their guidance is that Steward will operate zero hospitals. But the lease terms have a buyout clause so its mostly on the auction winner whether they want to take over the lease or buy the hospital. $MPW guided that some of both would happen"  
[X Link](https://x.com/SFarringtonBKC/status/1825516311499407384)  2024-08-19T12:52Z [----] followers, [---] engagements


"Black is the New Black: Orion S.A. $OEC"  
[X Link](https://x.com/SFarringtonBKC/status/1826227764304941243)  2024-08-21T12:00Z [----] followers, [---] engagements


"$AAP down big today while executing their forecasted turnaround strategy. Probably a good price to nibble. Not grab on with both hands yet"  
[X Link](https://x.com/SFarringtonBKC/status/1826627958230188117)  2024-08-22T14:30Z [----] followers, [---] engagements


"Anyone still bullish $DTC"  
[X Link](https://x.com/SFarringtonBKC/status/1826815615585153453)  2024-08-23T02:55Z [----] followers, [---] engagements


"Is DTC DTF Down to finally execute on their strategy Solo Brands $DTC"  
[X Link](https://x.com/SFarringtonBKC/status/1826952528581599684)  2024-08-23T12:00Z [----] followers, [---] engagements


"Who has two thumbs and is overweight energy This guy Final market performance by sector from this past week [--] Real Estate +3.6%🟢 [--] Basic Materials +2.5%🟢 [--] Industrials +2.2%🟢 [--] Healthcare +2.1%🟢 [--] Consumer Cyclical +2.1%🟢 [--] Financial +1.9%🟢 [--] Consumer Defensive +1.8%🟢 [--] Comm Services +1.4%🟢 [--] Utilities +1.4%🟢 [--] Final market performance by sector from this past week [--] Real Estate +3.6%🟢 [--] Basic Materials +2.5%🟢 [--] Industrials +2.2%🟢 [--] Healthcare +2.1%🟢 [--] Consumer Cyclical +2.1%🟢 [--] Financial +1.9%🟢 [--] Consumer Defensive +1.8%🟢 [--] Comm Services +1.4%🟢 [--] Utilities +1.4%🟢 10"  
[X Link](https://x.com/SFarringtonBKC/status/1827151412343795993)  2024-08-24T01:10Z [----] followers, [---] engagements


"@MadsCapital $VET is in this picture and should pay attention"  
[X Link](https://x.com/SFarringtonBKC/status/1827831872044560661)  2024-08-25T22:14Z [----] followers, [---] engagements


"@Stockaholic5 @ViralRockets $AAP for the aging fleet and $GT if things are off to the races"  
[X Link](https://x.com/SFarringtonBKC/status/1827933230483268070)  2024-08-26T04:56Z [----] followers, [---] engagements


"Earnings Update Advance Auto Parts: $AAP"  
[X Link](https://x.com/SFarringtonBKC/status/1828039694120030713)  2024-08-26T12:00Z [----] followers, [---] engagements


"@BaxterThereal I wrote about it on my S_bst_ck post. Based on the comp for the Ohio sale it would be $200 million. But renewables have crashed since then so it's anyone's guess. On one hand private equity has $2 trillion to spend but on the other hand the seller is a bit distressed"  
[X Link](https://x.com/SFarringtonBKC/status/1828309122103570645)  2024-08-27T05:50Z [----] followers, [--] engagements


"1000 Subscriber Special: Feed the Gold Bugs"  
[X Link](https://x.com/SFarringtonBKC/status/1828764474737660192)  2024-08-28T12:00Z [----] followers, [---] engagements


"@VulmearJ45663 Glad to be [--] for [--] along with someone that experienced"  
[X Link](https://x.com/SFarringtonBKC/status/1828770336193835014)  2024-08-28T12:23Z [----] followers, [---] engagements


"@VulmearJ45663 My naive thinking is that this time around gold prices will be demand pull and not cost push so the gold miners don't necessarily have to underperform. But they certainly still could"  
[X Link](https://x.com/SFarringtonBKC/status/1828772869356306495)  2024-08-28T12:33Z [----] followers, [---] engagements

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