# ![@SJOldValueGuy Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1347896929410232323.png) @SJOldValueGuy WAVEguy 🌊 🏄

WAVEguy 🌊 🏄 posts on X about $wen, $pypl, $igv, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1347896929410232323/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347896929410232323/c:line/m:interactions.svg)

- [--] Week [-----] +39%
- [--] Month [------] +83%
- [--] Months [-------] -16%
- [--] Year [-------] -32%

### Mentions: [--] [#](/creator/twitter::1347896929410232323/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347896929410232323/c:line/m:posts_active.svg)

- [--] Month [--] -50%
- [--] Months [---] -38%
- [--] Year [---] +5.50%

### Followers: [-----] [#](/creator/twitter::1347896929410232323/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347896929410232323/c:line/m:followers.svg)

- [--] Week [-----] +0.29%
- [--] Month [-----] no change
- [--] Months [-----] +2.10%
- [--] Year [-----] +10%

### CreatorRank: [---------] [#](/creator/twitter::1347896929410232323/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1347896929410232323/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  49.04% [finance](/list/finance)  33.65% [technology brands](/list/technology-brands)  23.08% [cryptocurrencies](/list/cryptocurrencies)  19.23% [countries](/list/countries)  0.96%

**Social topic influence**
[$wen](/topic/$wen) #16, [$pypl](/topic/$pypl) 13.46%, [$igv](/topic/$igv) #41, [in the](/topic/in-the) 9.62%, [dividend](/topic/dividend) #475, [$vz](/topic/$vz) #122, [$adbe](/topic/$adbe) 8.65%, [ai](/topic/ai) 6.73%, [debt](/topic/debt) #1945, [ceo](/topic/ceo) 5.77%

**Top accounts mentioned or mentioned by**
[@agnostoxxx](/creator/undefined) [@themarketradar](/creator/undefined) [@mikezaccardi](/creator/undefined) [@tintincapital](/creator/undefined) [@jamiemcullough](/creator/undefined) [@dannydayan5](/creator/undefined) [@ibladesi](/creator/undefined) [@finvizcom](/creator/undefined) [@rdd147](/creator/undefined) [@valueseeker](/creator/undefined) [@snowbdr9](/creator/undefined) [@tpmrsignals](/creator/undefined) [@alphacharts](/creator/undefined) [@dt432123](/creator/undefined) [@mosinvesting](/creator/undefined) [@irbezek](/creator/undefined) [@88888saccount](/creator/undefined) [@apcapital](/creator/undefined) [@williamr2rclub](/creator/undefined) [@meetblossomapp](/creator/undefined)

**Top assets mentioned**
[WEN Token (WEN)](/topic/$wen) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Verizon Communications Inc. (VZ)](/topic/$vz) [Adobe, Inc. (ADBE)](/topic/$adbe) [T-Mobile (TMUS)](/topic/$tmus) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Western Union Co (WU)](/topic/$wu) [AT&T Inc. (T)](/topic/$t) [Salesforce Inc (CRM)](/topic/$crm) [Now Coin (NOW)](/topic/$now) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Global Payments Inc (GPN)](/topic/$gpn) [Intuit Inc. (INTU)](/topic/$intu) [Walmart, Inc. (WMT)](/topic/$wmt) [Kraft Heinz Co (KHC)](/topic/$khc) [RAI Finance (SOFI)](/topic/$sofi) [H&R Block, Inc. (HRB)](/topic/$hrb) [DIA (DIA)](/topic/$dia) [Crocs, Inc. (CROX)](/topic/$crox)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Its used in some browser based shopping and non Apple users. About half of users are international. $PYPL Its not a zero. But it could trade in the 30s and follow $GPN $WU and others where folks have to take of their growth playbook and think more value cigar 🚬 bud playbook. When we throw that cap 🧢 on you want the buy back yield and FCF yield to be high enough to account for decay in the business over [--] years or so. I.e. 30s. Double miss surprised the market. I thought they could do better than this. And sold the $44/$43 puts. Which I rolled down to low 30s."  
[X Link](https://x.com/SJOldValueGuy/status/2018780836133470285)  2026-02-03T20:17Z [----] followers, [---] engagements


"$WEN listening to call 📞 they do have a plan for US sales. They have a sense of urgency. They have alot of new offerings coming. And they have seen success at corporate stores. Later In the year I think we can see improve profitability and EPS despite flat to down sales. It will be a slow process but dividend should be safe. 7.7% at $7 they have about 34M left of buybacks and will be paying down debt slowly. FWD PE is 8/9x here. I think they can stabilize the U.S. side and improve AUV. Growth looking out 2-3 years will have to come from the international side. And yet if you look at how some"  
[X Link](https://x.com/SJOldValueGuy/status/2022313111273750695)  2026-02-13T14:13Z [----] followers, [---] engagements


"Hilarious. 😆 $6s back to $7.8 pre market round trip. $WEN this is what happened when 50% of the float is shorted and they all try to close out. Your repeat dividend cut was wrong 😑 shorts 🩳. $WEN"  
[X Link](https://x.com/SJOldValueGuy/status/2022324645903372342)  2026-02-13T14:59Z [----] followers, [---] engagements


"@MoS_Investing Kind of like that time self driving cars were predicted to be everywhere. Yea that was what [----] [--] years later. Self driving cars = original LLMs $IGV"  
[X Link](https://x.com/SJOldValueGuy/status/2023018445391249794)  2026-02-15T12:55Z [----] followers, [---] engagements


"I agree. $PYPL this is overdone. Its getting priced like $WU or $GPN. . Numerous examples of business transitioning from growth playbook to value over the years. Its at value levels and oversold In the $40s. $PYPL If retail 🤮 pukes shares into 30s near term or later this year either buybacks take over or someone will take it private. https://twitter.com/i/web/status/2018693301189157068 https://twitter.com/i/web/status/2018693301189157068"  
[X Link](https://x.com/SJOldValueGuy/status/2018693301189157068)  2026-02-03T14:29Z [----] followers, [---] engagements


"Thanks 🙏 $VZ strikes again. $XLP $IGV correlation is something to behold right now. Growth to defensive. TBD if this turns into anything. Everyone in the $T $TMUS $VZ space needs to read this below and take a breather. 👇 EM out there full on space X satellite 🛰 memeing everyone. 1.) There is a reason Echostar couldnt just become the 4th carrier. 2.) There is a reason cable cutting has moved to FWA Everyone in the $T $TMUS $VZ space needs to read this below and take a breather. 👇 EM out there full on space X satellite 🛰 memeing everyone. 1.) There is a reason Echostar couldnt just become"  
[X Link](https://x.com/anyuser/status/2019486222184239179)  2026-02-05T19:00Z [----] followers, [---] engagements


"Any of you 🐒 $IGV 🩳 shorts tried Claude cowork Or are you just chasing momentum into a hole 🕳 Try logging on. #ClaudeCode $ADBE $CRM 👇 There's this notion that the software industry is in decline and will be replaced by AI" he said at an event on Wednesday. "It is the most illogical thing in the world." The influential tech leader instead argued that AI will use and enhance existing software tools rather than completely reinventing them. https://twitter.com/i/web/status/2020163178567541156 https://twitter.com/i/web/status/2020163178567541156"  
[X Link](https://x.com/anyuser/status/2020163178567541156)  2026-02-07T15:50Z [----] followers, [---] engagements


"@irbezek @88888sAccount He is a meme 🐒 and hasnt actually used this in a real life application that matters. If he had he would understand the hallucinations and the limits of scaling laws. With that said the #Claude meme has to play out. $IGV"  
[X Link](https://x.com/SJOldValueGuy/status/2023053718812594564)  2026-02-15T15:16Z [----] followers, [--] engagements


"Not sure about the long term path for $IGV but a counter trend rally possibly next week looks likely. $IGV $CRM $ADBE all could pop 5-10% and no one should be surprised. 😮 The $IGV has only traded below a [--] RSI two times in it's [--] year history. Both times it was up double digits 90-days later. We think THIS time is the most attractive it has ever been. BUY SOFTWARE. BUY $IGV. https://t.co/oKv8p5QUpG The $IGV has only traded below a [--] RSI two times in it's [--] year history. Both times it was up double digits 90-days later. We think THIS time is the most attractive it has ever been. BUY"  
[X Link](https://x.com/anyuser/status/2020116496089801156)  2026-02-07T12:44Z [----] followers, [---] engagements


"@A_P_Capital Most of the work is DATA Entry how is AI 🤖 going to disrupt $INTU $HRB when the have already automated much of the work or you just have to physically type in"  
[X Link](https://x.com/SJOldValueGuy/status/2020215690863525896)  2026-02-07T19:18Z [----] followers, [---] engagements


"Probably here short term decent entry for starter position $ADBE build on the chop. $IGV oversold probably makes a counter trend move soon this week with Vana & Charm or next move. $IGV Drags $CRN $NOW $ADBR along . Then we will have to see if they can hold up at 8/10 SMA or roll over again. https://twitter.com/i/web/status/2020579339067408600 https://twitter.com/i/web/status/2020579339067408600"  
[X Link](https://x.com/SJOldValueGuy/status/2020579339067408600)  2026-02-08T19:23Z [----] followers, [---] engagements


"In fairness you could go back 5-10 years and they have never bought shares in a meaningful way-Right through [--] and [--] 🐻 $CRM $ADBE had some buying recently and [--] but not in the way you mean. I think this has more to do with SBC its true we have not seen [--] type blow up that brought meaningful buying in [--] and [--]. https://twitter.com/i/web/status/2020582197225476186 https://twitter.com/i/web/status/2020582197225476186"  
[X Link](https://x.com/SJOldValueGuy/status/2020582197225476186)  2026-02-08T19:35Z [----] followers, [----] engagements


"@agnostoxxx Also to your point if we get a small lift this week then they roll over there is still enough concentration risk to bring out more selling and hedging. Wash 🧼 out maybe a few more events similiar to [--]. Obviously [--] had rolling events"  
[X Link](https://x.com/SJOldValueGuy/status/2020583936066285880)  2026-02-08T19:42Z [----] followers, [---] engagements


"@JamieMcullough @agnostoxxx I agree. Forward [--] and Adobe 10/11. they should compress if growth slows. There is a small lift coming possibly this week if they roll over again. Probably get another knife. 🔪"  
[X Link](https://x.com/SJOldValueGuy/status/2020630442706448753)  2026-02-08T22:46Z [----] followers, [--] engagements


"@william_R2Rclub @meetblossomapp PEG under [--] its not expensive either & [--] isnt bad for 10%+ growth rate in both EPS and revenue. 👀 $ADBE"  
[X Link](https://x.com/SJOldValueGuy/status/2020653737128398962)  2026-02-09T00:19Z [----] followers, [--] engagements


"$ADBE like many in the SaaS space the negative sentiment misses that this AI destroys SaaS narrative (if true) will not play out over 1-2 years for big players but 5-10 years. And in the meantime they all have their own AI products productivity boosters LLMs etc. Adobe has firefly and new line up coming. Last quarter Digital media express and acrobat all stable. Digital media was re accelerating last quarter. Buybacks and price hikes will outrun any seat reductions which are being blamed on 🤖 AI when this is a broad economic trend of employees trimming work forces. Adobe own internal metrics"  
[X Link](https://x.com/SJOldValueGuy/status/2021202157081411914)  2026-02-10T12:38Z [----] followers, [---] engagements


"@VolumeStack I bought some $7.4 $WEN the should announce another buyback program later this year. 0-12 months. They can sustain 4-7% yield + the dividend of 7%. Market will question outlook and revenue"  
[X Link](https://x.com/SJOldValueGuy/status/2021332574929572036)  2026-02-10T21:16Z [----] followers, [--] engagements


"Ai 🤖 agents is the self driving car meme of [--]. Have we just forgotten about the time that all the OEMs were buying up every self driving startup and lidar company that existed It matters if this narrative plays out over one year or 10+ years. It matters if they augment humans vs replace them. https://twitter.com/i/web/status/2021570783055675477 https://twitter.com/i/web/status/2021570783055675477"  
[X Link](https://x.com/SJOldValueGuy/status/2021570783055675477)  2026-02-11T13:03Z [----] followers, [--] engagements


"@themarketradar We are still in the AI 🤖 disruption / SaaS ☠ meme narrative. even though I ultimately think this will be wrong. 😑 $IGV $ADBE $CRM $NOW These things have to play out. Just so hard to imagine this set up is more than a correction"  
[X Link](https://x.com/SJOldValueGuy/status/2021605427180404839)  2026-02-11T15:21Z [----] followers, [---] engagements


"If some of these software names dont bounce soon its a clear signal that revenue is slowing and flattening 6-12 months out. V bottom looking less likely $IGV chop favored. The narrative is seat count reduction and more competition. Well see. Pure price action / back test perspective broadly it still looks like 1997-1999 which has been the case for over a year. $SPY $DIA $QQQ https://twitter.com/i/web/status/2021684609235529882 https://twitter.com/i/web/status/2021684609235529882"  
[X Link](https://x.com/SJOldValueGuy/status/2021684609235529882)  2026-02-11T20:35Z [----] followers, [---] engagements


"@marketsday $crox strikes again. 👀"  
[X Link](https://x.com/SJOldValueGuy/status/2021928794710564959)  2026-02-12T12:46Z [----] followers, [--] engagements


"@trend_bullish Hilarious. $VZ one of the most hated names from the fall. Now up 25%"  
[X Link](https://x.com/SJOldValueGuy/status/2021968489196474470)  2026-02-12T15:23Z [----] followers, [--] engagements


"@agnostoxxx Looking forward to the great SaaS meme of [--] when these names actually throw off a legit counter trend move. (Vs [--] day whimper feels choppy hopes for a retail v bottom looks wrong so far) maybe some hidden leverage needs to drive one more puke 🤮 first"  
[X Link](https://x.com/SJOldValueGuy/status/2021970068922675607)  2026-02-12T15:30Z [----] followers, [---] engagements


"This is happening bc too many monkeys 🐒 keep trying to buy these SaaS companies with leverage high margin calls 2x ETFs shorting vol. Etc. meanwhile there brokers have been hedging them under the surface. yes that notice you received is a sign 🪧 when the brokers do daily and weekend stress tests. $IGV . If said monkey 🐒 would just buy normal shares this could unwind. 🔄 🔪 🩸 https://twitter.com/i/web/status/2021976075413111226 https://twitter.com/i/web/status/2021976075413111226"  
[X Link](https://x.com/SJOldValueGuy/status/2021976075413111226)  2026-02-12T15:53Z [----] followers, [---] engagements


"I agree its coming. But right now the main issue here is that there is a large group of monkeys 🐒 🐒 🐒. That are not just buying shares in SaaS. $IGV They are still loaded on LEVERAGE and they keep trying to 🐒 catch this 🔪 🔪knife 🩸 with calls 2x ETFs margin shorting vol. All the kind of monkey 🐒 BS 💩 that drives blow off in an uptrend . And it makes these names all unstable in a downtrend. Multiple brokers have been dropping letters and hedging these 🐒 out as they run stress tests and so their fiduciary duty to other clients. IBKR even sent me a note and I was already closed out from"  
[X Link](https://x.com/SJOldValueGuy/status/2021977811146215848)  2026-02-12T16:00Z [----] followers, [--] engagements


"Really heavy shorting 🩳 this afternoon on $WEN IBKR with [--] shares to borrow fee up. Does someone know something Or hedging"  
[X Link](https://x.com/SJOldValueGuy/status/2022019995237290016)  2026-02-12T18:48Z [----] followers, [---] engagements


"@DannyDayan5 @LynAldenContact A lot of names just crashing and popping. Sharp moves both directions"  
[X Link](https://x.com/SJOldValueGuy/status/2022076932322734188)  2026-02-12T22:34Z [----] followers, [---] engagements


"Thats pretty much what I expected. Slight beats but guide flat. And market keeps questioning the name. $WEN adding some more long here. $6s. Add more if we dip more. GL 🍀"  
[X Link](https://x.com/SJOldValueGuy/status/2022282459170189381)  2026-02-13T12:11Z [----] followers, [---] engagements


"$WEN while revenue guide is flat and market will assume its down for [----]. looks like they spent more money in their project fresh lowering EPS. Going to be a slow process. Fade the dips over the year. Patience"  
[X Link](https://x.com/SJOldValueGuy/status/2022288883006795992)  2026-02-13T12:36Z [----] followers, [---] engagements


"$WEN added $6.6 FCF yield is around 15% for [----] now which gets it to the 15-20% value area. Its going to be a choppy year but dips should be faded over the year. Dividend should be ok. 👌🏻 historically it gets chopped hard in light market liquidity conditions. They will have to use cash flow to pay down debt and reinvest in the brand. Next event is new CEO which will be another binary event. https://twitter.com/i/web/status/2022297814005318031 https://twitter.com/i/web/status/2022297814005318031"  
[X Link](https://x.com/SJOldValueGuy/status/2022297814005318031)  2026-02-13T13:12Z [----] followers, [--] engagements


"@iBladesi $WEN I bought more $6.6-$6.7. $6s are a buy. All year. Be on the look out for choppy dips. More are coming. This name historically has sharp moves. Both ways"  
[X Link](https://x.com/SJOldValueGuy/status/2022302909476516094)  2026-02-13T13:32Z [----] followers, [---] engagements


"@BullishWolf85 Monkey 🐒 shorts 🩳 doing dumb stuff. $WEN Zero shares available to borrow at close yesterday"  
[X Link](https://x.com/SJOldValueGuy/status/2022329510235128230)  2026-02-13T15:18Z [----] followers, [--] engagements


"@jonathanmaze @TheStalwart $WEN new ceo can change this . Next event. Q4 was well advertised over the last 1-3 months. They literally said this was coming on Q3 call. 📞"  
[X Link](https://x.com/SJOldValueGuy/status/2022337191645675806)  2026-02-13T15:48Z [----] followers, [---] engagements


"@themarketradar Agree. 👍 this narrative has been hilarious. Multiples were high in some cases. They are all neutral now. (Mostly)"  
[X Link](https://x.com/SJOldValueGuy/status/2022338242138480933)  2026-02-13T15:53Z [----] followers, [---] engagements


"Right & Maybe but that has historically required /been accompanied by a recession which is hard to imagine with lower rates and inflation ongoing fiscal. Looks more like just a narrative Rotation. Staples up Tech / consumer discretionary down. Narrative changes on who will see benefits. Staples are trying to cut jobs for example. https://twitter.com/i/web/status/2022388810060099829 https://twitter.com/i/web/status/2022388810060099829"  
[X Link](https://x.com/SJOldValueGuy/status/2022388810060099829)  2026-02-13T19:14Z [----] followers, [--] engagements


"Thanks. I stayed patient. Waited for the dip. I wasnt sure if it was before or after release. But have a slightly de risked position now. Where we can see what happens from here. Break even [---]. Slow process. Plenty of more chop. Probably for months/0-12. I would be surprised if they rip tomorrow. Bc that would take a sector rotation. Ideally $6s should give good cushion. The story is very simple. I favor they can get it back under control. It just could be slow 1-2 years"  
[X Link](https://x.com/SJOldValueGuy/status/2022389649663009024)  2026-02-13T19:17Z [----] followers, [--] engagements


"@bespokeinvest IBKR tightened some of the leverage requirements on concentrated holders of some of these names. $IGV looks like couple other players did as well. Broker stress testing"  
[X Link](https://x.com/SJOldValueGuy/status/2021762734145122454)  2026-02-12T01:46Z [----] followers, [---] engagements


"Fair thats the key issue. $WEN LBO from years ago really straddled them Trian and Nelson cashing outTrian was talking deals in [----]. The Combo: Can you spend more on project fresh dropping EPS this year while give 1/2 FCF to shareholders still continue about 30M or 15% of FCF buybacks authorized and remaining 60-70M FCF to debt -1.5%/yr and stabilize revenue. -1.5% a year is tiny. He said dividend is well covered for this year and he is committed to it. He specifically talked about this on the call. He said they are trying to take a balanced approach stabilize and drive AUV growth. I.e. less"  
[X Link](https://x.com/SJOldValueGuy/status/2022720233249632267)  2026-02-14T17:10Z [----] followers, [--] engagements


"@MikeZaccardi @finviz_com It is hilarious. 😆 $WMT and $COST [--] PE"  
[X Link](https://x.com/SJOldValueGuy/status/2023055315374329989)  2026-02-15T15:22Z [----] followers, [--] engagements


"$WEN I think there is a core and a path forward. Dividend is safe for [----] atleast. but the turnaround/process could be very slow. I Doubt there is a near term huge rush to jump in today with size. A few trading events ahead still. Yet fading slices to $6/$7 over the year can work. If we Backtest it model it recession scenario could be a problem more so than other names. But there is a terminal value here And they can get this under control in 1-3 years with execution. Seems like market is saying prove it but really its just in a downtrend. No one knows anything about how their project fresh"  
[X Link](https://x.com/SJOldValueGuy/status/2022709272044355620)  2026-02-14T16:27Z [----] followers, [---] engagements


"Yea. 100M-150M+ (out of the 200) vs 60-70 as suggested a year towards debt would be more likely to stabilize the stock price in combination with the refresh/operational excellence. Trian really straddled them here cashing out And fully leveraging their royalty fees. There cooperate stores are doing decent. Even just making progress here q/q would start to move it sideways. My point is just that there is a core customer here and they can stabilize but it may take a year or more. I see it chopping all year for ⚙ reasons. These issues have all been well disused for 6-12 months when they cut the"  
[X Link](https://x.com/SJOldValueGuy/status/2022756639699345894)  2026-02-14T19:35Z [----] followers, [--] engagements


"@rdd147 20% short interest. $WEN . It will be shorts 🩳 trading back and forth with other all year. And there entire thesis breaks down when each quarter [--] they do pay down debt and pay the dividend"  
[X Link](https://x.com/SJOldValueGuy/status/2022776190776295590)  2026-02-14T20:53Z [----] followers, [--] engagements


"@MikeZaccardi @finviz_com PEG near 5x $WMT passive in action efficient markets. Meanwhile dozens of decent small and mids at or below [--] w/ decent growth and yields"  
[X Link](https://x.com/SJOldValueGuy/status/2023055781952913456)  2026-02-15T15:24Z [----] followers, [--] engagements


"Yes. Thats why they cut the dividend. The combo of slowing U.S. sales and debt. They have to pay down debt stabilize earnings and revenue refresh the brand while hopefully maintaining the dividend and ideally some buybacks. If the can execute in a competitive environment price action starts going sideways. Friday will be an update on progress. Its always a judgment call on whether that inflection is now or a year away. https://twitter.com/i/web/status/2021906343876075719 https://twitter.com/i/web/status/2021906343876075719"  
[X Link](https://x.com/SJOldValueGuy/status/2021906343876075719)  2026-02-12T11:16Z [----] followers, [--] engagements


"There are also a few different ways to looks at the debt. I think they can pay it down and stabilize it. $WEN They have to execute on their refresh initiative and grow globally. The global side can work for them right now with dollar weakness. I think most of the chains $MCD $QSR $WEN can see a global lift with us flat to slightly down and maintain profitability. Leaving the negative debt ratio view aside which is basically a fair criticism because it is restrictive . The just pure total debt vs sales is really roughly in line with most peers. They have the capacity to pay. Like $MCD $JACK is"  
[X Link](https://x.com/SJOldValueGuy/status/2021949532334965096)  2026-02-12T14:08Z [----] followers, [--] engagements


"@MikeZaccardi @StockCharts $XLY sector just getting smoked 💨. But this still looks like rotation. K shaped economy wants lower rates"  
[X Link](https://x.com/SJOldValueGuy/status/2022298442928623860)  2026-02-13T13:14Z [----] followers, [--] engagements


"$WEN opened a solid starter position $7.4-$7.75 last couple weeks. Wendys is getting to a level where it can start to go sideways dips should be bought going forward dividend re invested. Asymmetrical set up is forming. There is still a core consumer who Visit their restaurants they have traffic and are not ☠. (Go visit one) The last $WEN ceo made a series of mistakes like breakfast 🥞 (for example) and last year they cut the dividend. Forward PE is around 9x. Dividend yield is 7.1% and is now at a sustainable level. They have Enough additional cash flow to pay down debt invest in their Fresh"  
[X Link](https://x.com/SJOldValueGuy/status/2021610325154427344)  2026-02-11T15:40Z [----] followers, [----] engagements


"$WEN here is previous 🐻 model from [----] w/ business erosion every year for [--] years in a row and another dividend cut. 👇 (closures every year negative growth like 25/26 but not a [----] recession through [--]. I did this a few months ago needs an update but its still mostly right) If we chop $6/$7 or even to $5-$7 0-12 months alot is already priced in which is why I suggested fading the slices. 🔪 🩸 With that said models break facts change and anything can happen to price with narrative in a downtrend. https://twitter.com/i/web/status/2022836294838018208"  
[X Link](https://x.com/SJOldValueGuy/status/2022836294838018208)  2026-02-15T00:52Z [----] followers, [--] engagements


"@SpecialSitsNews $WEN is at 3x EBITDA and it can pay down debt. 💸 There is a core that likes their frosty and still eats there"  
[X Link](https://x.com/SJOldValueGuy/status/2023195774625190318)  2026-02-16T00:40Z [----] followers, [--] engagements


"Boring. 🥱 $MTBA 6% yield. Sub [--] is a nice spot. folks cash/bond allocation. . $SHY or Tips can work as well. Rate move is back to coin 🪙 flip land. If we really stretch. Lets say [--] yr 4.5-5% . 5%+ pretty obvious. I would expect another round of slowing to show up . therefore fade that rate spike. Still looks like recession narrative coming out. Not a loss in faith on currency $UUP or another round of inflation. Not yet. Atleast. https://twitter.com/i/web/status/1851267554926362669 https://twitter.com/i/web/status/1851267554926362669"  
[X Link](https://x.com/SJOldValueGuy/status/1851267554926362669)  2024-10-29T14:19Z [----] followers, [---] engagements


"There are some value pockets. Newly issued MBS pays 6%. no credit risk. . Duration risk. $MTBA Most of the value pockets have cyclical dynamics to them. $UGI threads the needle 🪡 with both a stable utility core and upside. Deep value plays have credit risk. Most of those are in small/micro cap land. Or you sit in $SPY 3-8%. Basic hedging strategy . Say collars . Can do sorta ok. 👌🏻 And go full monkey 🐒 🚀 mode . Chase break outs and trends . https://twitter.com/i/web/status/1852025797206512059 https://twitter.com/i/web/status/1852025797206512059"  
[X Link](https://x.com/SJOldValueGuy/status/1852025797206512059)  2024-10-31T16:32Z [----] followers, [---] engagements


"Bayer. $BAYZF $BAYRY . Mostly agree with this article. $BAYN.GY Round up 🕳 continues. . Given those issues there is still probably a need for more Margin of safety. . We are tracking on the slow path for resolution. Outcome bands. https://seekingalpha.com/article/4736297-bayer-stock-assessing-upside-potential-after-q3-earnings#::text=Summaryupside%20in%20the%20long%20term https://seekingalpha.com/article/4736297-bayer-stock-assessing-upside-potential-after-q3-earnings#::text=Summaryupside%20in%20the%20long%20term"  
[X Link](https://x.com/SJOldValueGuy/status/1856804830406152443)  2024-11-13T21:02Z [----] followers, [---] engagements


"Kind of noteworthy that mortgage bonds are not participating here . $MBB $MTBA 4.3-4.7 . Probably top 10-30 yr Tbonds. 4.7-5.1 spot is another fade clear fade. $TLT Sideways chop continues. going to learn a lot with how these react to the next cut. . Thinking the move gets front run this time. As folks need to account for a pause. https://twitter.com/i/web/status/1866952533958148422 https://twitter.com/i/web/status/1866952533958148422"  
[X Link](https://x.com/SJOldValueGuy/status/1866952533958148422)  2024-12-11T21:05Z [----] followers, [---] engagements


"Update: How do we think this plays out this time $TLT $TMV $PFIX Bonds vs $SPY and one example on mortgage activity 👇 . housing stocks dont like this $DHI $LEN . and yet we think no mean reversion will occur Q1 Kind of a contrarian idea. 💡 🩳 $PFIX as we approach 4.7-5.3% zone 10-30 yrs $TLT $IEF. . 🎲. My conviction. Rises from here. . 4.1-4.4 is probably the correct [--] yr maybe 🤔 . 🚽 flush . Probably sets up nicely for some reversion. $TLT 79-82 . 🩳 Kind of a contrarian idea. 💡 🩳 $PFIX as we approach 4.7-5.3% zone 10-30 yrs $TLT $IEF. . 🎲. My conviction. Rises from here. . 4.1-4.4"  
[X Link](https://x.com/SJOldValueGuy/status/1877031453357113583)  2025-01-08T16:35Z [----] followers, [----] engagements


"Correlations back again. $TLT $USO . $PFIX . There is a trade coming. [--] yr. Somewhere between 4.7-5.3 . [---] now"  
[X Link](https://x.com/SJOldValueGuy/status/1877717009565147343)  2025-01-10T13:59Z [----] followers, [---] engagements


"Agree. I also bought $RSX at $3 before it froze. That would go back to $20 but its been liquidated. Still expect a ceasefire would deliver $10. Evraz will start trading again and be a 3x. Then CEe and used to have the telephone 📞 provider. Before they split. 1-2% assets. Figured. They could double in [--] years or be a zero. I guess we will see. Polymarket 👇 https://polymarket.com/event/russia-x-ukraine-ceasefire-in-2025 https://twitter.com/i/web/status/1897344988503027786 https://polymarket.com/event/russia-x-ukraine-ceasefire-in-2025 https://twitter.com/i/web/status/1897344988503027786"  
[X Link](https://x.com/SJOldValueGuy/status/1897344988503027786)  2025-03-05T17:54Z [----] followers, [---] engagements


"🤔 or [----] to [----]. Transition period. $TLT $IEF $PFIX The correct [--] yr price is probably about [---] to [---] . If for some reason your 20-30 yrs make it well north of 5% mortgage activity freezes again as [--] yr approaches 5% We all know what to do. [----] . I dont know 🤷♂. 🤔 a swing. $TLT 🩳 $PFIX https://twitter.com/i/web/status/1910671184154231029 https://twitter.com/i/web/status/1910671184154231029"  
[X Link](https://x.com/SJOldValueGuy/status/1910671184154231029)  2025-04-11T12:28Z [----] followers, [---] engagements


"$TLT $TIP $PFIX $IEF We cant model this stuff quite yet. Going to need another month probably 3-4. CBO will do this for us. Policy mix isnt clear yet let alone any of the cuts Bonds will cut through the noise over the coming weeks. $TLT Just as a reminder 👇 📊 . About the seasonality in deficits. Expect surplus next quarter after taxes which almost always happens when stocks are up the year before. https://twitter.com/i/web/status/1910731266934145374 https://twitter.com/i/web/status/1910731266934145374"  
[X Link](https://x.com/SJOldValueGuy/status/1910731266934145374)  2025-04-11T16:26Z [----] followers, [---] engagements


"😝.One name $WLN.PA creates software platforms and was a growth name from [--] to [--] and no longer is growing. . While the other focuses on physical cash remittance . Using its 200+ country agent network along the migrant corridor to allow unbanked to send money home. $WU 👍 same business model 🤪 Thorough Similar growth outlook . But one buying back 5-6% of shares at this $9 level . Outrunning -2-3% revenue headwinds . Which are specifically in N.A. . (Growing globally) . While paying a near 10% dividend. $WU again . Secular calls are going to be worthless this year and next. $WU stock price"  
[X Link](https://x.com/SJOldValueGuy/status/1919848964356243471)  2025-05-06T20:17Z [----] followers, [---] engagements


"@CCM_Brett Big mistake with growth names . Is Assuming . Growth goes on forever. Drawing a linear straight line . $RELY $WISE.L $WU . Note how they responded globally ex N.A. "  
[X Link](https://x.com/SJOldValueGuy/status/1920456720347746553)  2025-05-08T12:32Z [----] followers, [---] engagements


"@DimitryNakhla They are probably ready to start chopping sideways soon. Still not in value land by PEG. $RSG in particular was extrapolating forever price increases and then entire neighborhood started switching to $GFL in some markets"  
[X Link](https://x.com/SJOldValueGuy/status/1985451359559119141)  2025-11-03T20:57Z [----] followers, [---] engagements


"$KHC this makes zero sense if Berkshire does this. They already have ample cash and nothing to buy. There are several analogs from the past asset plays but pretty clear that $KHC will languish for many more quarters. There continues to be a level where it works. $19-$26 outcome band"  
[X Link](https://x.com/SJOldValueGuy/status/2013970924098277871)  2026-01-21T13:44Z [----] followers, [---] engagements


"@KevinHornerCS @SchwabNetwork @SchwabTrading $DOW Dow acting as a case study on how to trade TREND. While Not getting wrecked when its going down and potentially participate in a lift after a long period of sideways. $DOW up 10-20% from reasonable back tested signals"  
[X Link](https://x.com/SJOldValueGuy/status/2014065678358036600)  2026-01-21T20:00Z [----] followers, [--] engagements


"I own [--] share. Just enough to mentally have skin in game to follow it. $KHC I think there is a core that can stabilize. But multiple headwinds around this potential Berkshire sale MAHA GLPs store brands etc. The turn around would require major improvements in quality and brand. They really need a new strategy. There is probably an asset play level where it makes sense to size up. I think its under $20 though $15-$20. I am modeling it as asset play with more declines in revenue. I am struggling to see an imminent turnaround driver. I think probably Berkshire thinks the same and they may not"  
[X Link](https://x.com/SJOldValueGuy/status/2014342695116849245)  2026-01-22T14:21Z [----] followers, [--] engagements


"@SubuTrade It could be the top but $ZSL bros probably all need to be squeezed 1-2x . Shakeout. $SLV abundance of silver on sale places like EBAY . But this move isnt about US all about China"  
[X Link](https://x.com/SJOldValueGuy/status/2016148593611006254)  2026-01-27T13:57Z [----] followers, [---] engagements


"I dont think so either. $ZSL bros need to study [----]. Not just [----]. $SLV 🕵 that original big silver top played out over 2-3 months . And it was over 70%+ more extended from the [---] SMA. And it had an element of fraud to prick the bubble 🫧 We will get a big clue 🕵 over the next 1-3 days though. https://twitter.com/i/web/status/2016150305105179108 https://twitter.com/i/web/status/2016150305105179108"  
[X Link](https://x.com/SJOldValueGuy/status/2016150305105179108)  2026-01-27T14:04Z [----] followers, [---] engagements


"Next couple weeks should be interesting. A lot of negativity priced in. $TMUS multiple was too high. $T slightly stretched. Last year not respecting $VZ ability to push back. Thats all played out. Though. Positioning on $VZ $T $TMUS all overly negative going into earnings. As a group industry back drop remains healthy. I still think cable is the loser. https://twitter.com/i/web/status/2016162795956441163 https://twitter.com/i/web/status/2016162795956441163"  
[X Link](https://x.com/SJOldValueGuy/status/2016162795956441163)  2026-01-27T14:54Z [----] followers, [--] engagements


"@BookerFinancial And just like that. $T showing sector not dead ☠ $TMUS perhaps still needs a lower multiple. $VZ IMO can expand its multiple. Frontier etc"  
[X Link](https://x.com/SJOldValueGuy/status/2016522400326692969)  2026-01-28T14:43Z [----] followers, [--] engagements


"@sheslee You guys have all done really well. Congrats 🎊🍾"  
[X Link](https://x.com/SJOldValueGuy/status/2016529999386280227)  2026-01-28T15:13Z [----] followers, [---] engagements


"Debasement and gold aside. You need oil to get out of control to really have a meaningful spin up. Real wages are up. #PCE 2.5- 3% is not out of control. Its elevated relative to bonds for sure. $TLT sideways. Its not 70s stuff though. That entire meme is going to get cooked. That overlay chart going around. https://twitter.com/i/web/status/2016555381120454891 https://twitter.com/i/web/status/2016555381120454891"  
[X Link](https://x.com/SJOldValueGuy/status/2016555381120454891)  2026-01-28T16:54Z [----] followers, [---] engagements


"@compound248 There has to be a couple of these software names that can make a comeback later this year. Last year risk reward was $100-$200+ $NOW. $ADBE Step 1: sideways price action though"  
[X Link](https://x.com/SJOldValueGuy/status/2016874362339467342)  2026-01-29T14:01Z [----] followers, [---] engagements


"@Tintincapital $PYPL there is a trade here around earnings setting up"  
[X Link](https://x.com/SJOldValueGuy/status/2016964358434062350)  2026-01-29T19:59Z [----] followers, [---] engagements


"@Tintincapital EPS should beat. Revenue harder to say. I think if we sell off more tomorrow and Monday. There is a short term fade of excessive negative positioning. No view on the full year. $PYPL"  
[X Link](https://x.com/SJOldValueGuy/status/2016969290671382904)  2026-01-29T20:18Z [----] followers, [---] engagements


"@DTrades98 I added some long Earnings $PYPL size up really big only if we dip Friday or Monday more"  
[X Link](https://x.com/SJOldValueGuy/status/2016971598297698373)  2026-01-29T20:27Z [----] followers, [---] engagements


"@timothysykes Looks like that parabolic trend has broken down. $SLV Although I am reminded that [----] played out over [--] weeks and had another surge before the final breakdown. [----] chopped sideways for [--] months"  
[X Link](https://x.com/SJOldValueGuy/status/2017178501183361444)  2026-01-30T10:10Z [----] followers, [---] engagements


"@KrisPatel99 $VZ no reason why this name cant drift back to 44+ Arguably it should be more $48-$54 later this year or next year. $VZ"  
[X Link](https://x.com/SJOldValueGuy/status/2017230135963894252)  2026-01-30T13:35Z [----] followers, [---] engagements


"@WaveRiderAI $VZ breakout"  
[X Link](https://x.com/SJOldValueGuy/status/2017233199126962205)  2026-01-30T13:47Z [----] followers, [--] engagements


"@gregg_altimari @Tintincapital $PYPL [--] part trade but net long into earnings. Slight hedge. Works if we are slightly down flat or positive upside capped some. Will double size Monday if we dip again"  
[X Link](https://x.com/SJOldValueGuy/status/2017245927690441036)  2026-01-30T14:38Z [----] followers, [---] engagements


"@Julian_Trades1 While road ahead for $PYPL is rocky bears 🐻 are over their ⛷ 🎿 skis here into a likely EPS beat I disagree PayPal cant maintain buybacks. $PYPL oversold . Same thing as last quarter is about to play out"  
[X Link](https://x.com/SJOldValueGuy/status/2017260285413761529)  2026-01-30T15:35Z [----] followers, [---] engagements


"Yea $VZ Schulman just nut 🥜 🥊 punched some shorts. 🩳 if people did a back test in ceo changes they would have had some edge to this event. PayPal meme on him was getting to tard 🐒 levels. People forget he ripped the stock before [--] crash smoked tons of names. $PYPL is down from [----] because they were overvalued stay at home is over and Apple Pay / Google pay showed up. Buybacks and convergence Are taking $Vz back to 50s. $T $TMUS $VZ sector can compete rationally and remains healthy. https://twitter.com/i/web/status/2017261968948666713 https://twitter.com/i/web/status/2017261968948666713"  
[X Link](https://x.com/SJOldValueGuy/status/2017261968948666713)  2026-01-30T15:41Z [----] followers, [---] engagements


"@SpettroMagnate @jjfade23 Something for everyone. $SNDK bulls and bears And suddenly a bunch of folks (and us) are all up nicely YTD vs $SPY + 7-8%"  
[X Link](https://x.com/SJOldValueGuy/status/2017268978066878732)  2026-01-30T16:09Z [----] followers, [---] engagements


"@JontsMcKie IV on the downside in this thing is completely wrong right now $PYPL More likely flat or up. Its just kind of gotten caught up in a downtrend with liquidity coming out today"  
[X Link](https://x.com/SJOldValueGuy/status/2017304046999121937)  2026-01-30T18:28Z [----] followers, [---] engagements


"@rdd147 Hopefully the bros 😎 👋 high fiveing last week took profits at 68%+ YTD on $SLV . Opposed to riding it down to 8% YTD 👀 Looking at you Peter Schiff and dont give me the last year BS 💩. You just road it down 60% . After sitting on this trade for 5-6+ years"  
[X Link](https://x.com/SJOldValueGuy/status/2017307375464522125)  2026-01-30T18:42Z [----] followers, [---] engagements


"Looking out several years. Its not clear if its a value trap. 🪤 as far as getting back above $80+ and not really having a clear story vs Google pay / Apple Pay. Short term its oversold and positioning is excessively negative going into next week with an upcoming earnings that should beat on EPS. $PYPL Some of this +/- 10-14% pricing is excessive. https://twitter.com/i/web/status/2017341213846725103 https://twitter.com/i/web/status/2017341213846725103"  
[X Link](https://x.com/SJOldValueGuy/status/2017341213846725103)  2026-01-30T20:56Z [----] followers, [---] engagements


"@SergeyCYW What are your favorites"  
[X Link](https://x.com/SJOldValueGuy/status/2017599096966521005)  2026-01-31T14:01Z [----] followers, [---] engagements


"@ValueSeeker_ $PYPL they will beat on EPS Tuesday. If they beat on revenue as well the stock will bounce. A slight miss on revenue has arguably already been priced in. Decent trade set up well see Monday if this trade widens more"  
[X Link](https://x.com/SJOldValueGuy/status/2017606476341141990)  2026-01-31T14:30Z [----] followers, [---] engagements


"@DExpo2007 @ValueSeeker_ There is still a huge global base 400M+ slow bleed to Apple Pay/ Google pay etc but imminent demise is wrong. I dont disagree the path back to 100+ is not imminent"  
[X Link](https://x.com/SJOldValueGuy/status/2017653630875087148)  2026-01-31T17:38Z [----] followers, [--] engagements


"@2CommaInvestor There is a clear path to 30%+ total return. Possibly 40-60%. More importantly it will give dry gun powder when market pulls back. And has been uncorrelated at times. [----] for example. Or April 2025"  
[X Link](https://x.com/SJOldValueGuy/status/2017686589892108307)  2026-01-31T19:49Z [----] followers, [--] engagements


"@snowbdr9 @TPMRSignals @alphacharts Just in time for elections and the next great liquidity pump"  
[X Link](https://x.com/SJOldValueGuy/status/2017733958583144486)  2026-01-31T22:57Z [----] followers, [--] engagements


"@snowbdr9 @TPMRSignals @alphacharts It does feel like a simulation. As soon as it starts trending. Momentum piles right back in"  
[X Link](https://x.com/SJOldValueGuy/status/2017758203019157947)  2026-02-01T00:33Z [----] followers, [--] engagements


"@Maverick_Equity Good chart. 📊 amusing to me that if AI productivity gains actually come some of the companies most likely to benefit are dirt cheap. $IWM $XLP land"  
[X Link](https://x.com/SJOldValueGuy/status/2017978399243767916)  2026-02-01T15:08Z [----] followers, [--] engagements


"$VZ for example. We Sized up again at $38/$39 last month. ThenStock popped 10% Friday as ceo doubled down on more automation AI right But we are talking about automation and productivity boosts to the employees. And tripled down with EPS guide cost cuts reduced churn buybacks and dividend pull forward. Verizon has been a slow dumb lumbering thing for [--] years. Letting $TMUS out maneuver it for the last 3-5 years. Just one example there are many more that can get lean and compete. If we get lucky. Some of these will even sell off this year. Creating nice entrys. $PEP for example can do a lot."  
[X Link](https://x.com/SJOldValueGuy/status/2017980929029877771)  2026-02-01T15:18Z [----] followers, [--] engagements


"@CalebFranzen 👍 seems like it bottoms later this year somewhere around that level. It would be ideal to see a capitulation event to mark the low on one of the structured products / players new to the space then kind of news failure on event vs price"  
[X Link](https://x.com/SJOldValueGuy/status/2018399884894666784)  2026-02-02T19:03Z [----] followers, [--] engagements


"@CoorsLightCEO If folks get really lucky SaaS apocalypse takes $NOW back under $100 and then forms a floor sideways for months and $ADBE to mid 200s"  
[X Link](https://x.com/SJOldValueGuy/status/2018411006356013457)  2026-02-02T19:47Z [----] followers, [---] engagements


"@RentYourStocks @Abhi1592p $SOFi has a forward PE of [--] and slowing sales growth after a blow off now In a downtrend. 🤔 you guys really think these are the same set ups $PYPL"  
[X Link](https://x.com/SJOldValueGuy/status/2018437163256266913)  2026-02-02T21:31Z [----] followers, [---] engagements


"What was the sales growth each year for the last [--] years $SOFI Market is always looking at the forward 1st and 2nd derivative of growth years ahead (atleast [--] months ahead). Especially high flying growth names. Value playbook is completely different. Are $SOFI and $PYPL the same trade https://twitter.com/i/web/status/2018444223813701862 https://twitter.com/i/web/status/2018444223813701862"  
[X Link](https://x.com/SJOldValueGuy/status/2018444223813701862)  2026-02-02T21:59Z [----] followers, [---] engagements


"Its pretty charged ⚡ $PYPL and arguably positioning is excessive to the downside. You could see an outcome where its flat between +/-5% and wreck all the premium buyers in the +-10% area. Double beat is not priced in but a wild card. Market will be focused on revenue and guidance. https://twitter.com/i/web/status/2018449266809897274 https://twitter.com/i/web/status/2018449266809897274"  
[X Link](https://x.com/SJOldValueGuy/status/2018449266809897274)  2026-02-02T22:19Z [----] followers, [---] engagements


"@zohmbastic I just collared our position. $VZ hedged out. Still think Verizon can trade in the 50s. But thats probably too far too fast"  
[X Link](https://x.com/SJOldValueGuy/status/2018747148494365090)  2026-02-03T18:03Z [----] followers, [--] engagements


"The three that will probably work now crm adbe on counter trend move. Also may be wiser to just grab IGV. As I said. I want to see them chop sideways. And show buyers trying to get in and then rinsed with stops. Or the capitulation event with Vix pop. Those two usually give you breathing room if you are early"  
[X Link](https://x.com/SJOldValueGuy/status/2019176716887904624)  2026-02-04T22:30Z [----] followers, [--] engagements


"@MadisonLackey44 @FishtownCap To the original question. I also think HRB is getting sucked into intuit stuff but as you point out data entry is the rate limiting step. Do you guys think HPQ is just dead"  
[X Link](https://x.com/SJOldValueGuy/status/2019178315282538842)  2026-02-04T22:36Z [----] followers, [--] engagements


"@iBladesi $MOH big headwinds in this space"  
[X Link](https://x.com/SJOldValueGuy/status/2019530294249038178)  2026-02-05T21:55Z [----] followers, [---] engagements


"Agree 👇 . This should be everyones base case until proven otherwise. $SPY $QQQ This is uncommon: On Friday morning $VIX jumped above [--] while the S&P was within 3% of an all-time high. This also happened during the [----] and 2020/2021 melt-ups https://t.co/aG9nspga8T This is uncommon: On Friday morning $VIX jumped above [--] while the S&P was within 3% of an all-time high. This also happened during the [----] and 2020/2021 melt-ups https://t.co/aG9nspga8T"  
[X Link](https://x.com/SJOldValueGuy/status/1979988876052545639)  2025-10-19T19:11Z [----] followers, [---] engagements


"Everyone in the $T $TMUS $VZ space needs to read this below and take a breather. 👇 EM out there full on space X satellite 🛰 memeing everyone. 1.) There is a reason Echostar couldnt just become the 4th carrier. 2.) There is a reason cable cutting has moved to FWA while satellites 🛰 used in rural setting. $VZ new ceo EM buying spectrum and staples $XLP seeing rotation. Telecoms will bottom and bounce again as they have done numerous times. Nothing has changed except maybe the recondition that T Mobile story is just marketing functionally the 5G is the same. Bundling is the next story prices"  
[X Link](https://x.com/anyuser/status/1982213193855299691)  2025-10-25T22:30Z [----] followers, [----] engagements


"Good 👍 morning $KVUE @richtrades100 @RobertKennedyJr Yea its wild. 😜 $KVUE there is a swing opportunity here. see where positioning shifts into next week. @richtrades100 @RobertKennedyJr Yea its wild. 😜 $KVUE there is a swing opportunity here. see where positioning shifts into next week"  
[X Link](https://x.com/SJOldValueGuy/status/1985311522457886735)  2025-11-03T11:42Z [----] followers, [---] engagements

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