#  @Shmompounder CompoundShmompound CompoundShmompound posts on X about $idfb, $cash, sold, fed the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1451699698360856581/interactions)  - [--] Week [---] +871% - [--] Month [-----] +196% - [--] Months [-----] +340% - [--] Year [-----] -98% ### Mentions: [--] [#](/creator/twitter::1451699698360856581/posts_active)  - [--] Months [--] +45% - [--] Year [--] +21% ### Followers: [-----] [#](/creator/twitter::1451699698360856581/followers)  - [--] Week [---] -0.14% - [--] Month [---] +0.14% - [--] Months [---] -0.14% - [--] Year [---] +1.50% ### CreatorRank: [---------] [#](/creator/twitter::1451699698360856581/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [countries](/list/countries) [celebrities](/list/celebrities) [currencies](/list/currencies) [financial services](/list/financial-services) [social networks](/list/social-networks) [us election](/list/us-election) **Social topic influence** [$idfb](/topic/$idfb), [$cash](/topic/$cash), [sold](/topic/sold), [fed](/topic/fed), [in the](/topic/in-the), [$cphrf](/topic/$cphrf), [to the](/topic/to-the), [$gdrzf](/topic/$gdrzf), [$lion](/topic/$lion), [lion](/topic/lion) **Top accounts mentioned or mentioned by** [@fcfyplusg](/creator/undefined) [@wabuffo](/creator/undefined) [@cfrischer1](/creator/undefined) [@atelicinvest](/creator/undefined) [@babykswanson](/creator/undefined) [@rtelfordinvest](/creator/undefined) [@dkl1897](/creator/undefined) [@thedrugmoney](/creator/undefined) [@timyanbankalert](/creator/undefined) [@schornack](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@valuestalker](/creator/undefined) [@cedarstresearch](/creator/undefined) [@contrarian8888](/creator/undefined) [@thebenschmark](/creator/undefined) [@eriksentim](/creator/undefined) [@trailrockcap](/creator/undefined) [@lukewolgram](/creator/undefined) [@brownmarubozu](/creator/undefined) [@blondesnmoney](/creator/undefined) **Top assets mentioned** [Loaded Lions (LION)](/topic/$lion) [Clearwater Analytics Holdings, Inc. (CWAN)](/topic/$cwan) [PacWest Bancorp (PACW)](/topic/$pacw) [4 (FOUR)](/topic/$four) [M&T Bank Corporation (MTB)](/topic/$mtb) [Freicoin (FRC)](/topic/$frc) [Treehouse Foods, Inc. (THS)](/topic/$ths) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Century Aluminum Co (CENX)](/topic/$cenx) [Morgan Stanley (MS)](/topic/morgan-stanley) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [JPMorgan Chase (JPM)](/topic/$jpm) [Banc of California, Inc. (BANC)](/topic/$banc) [Spirit Airlines, Inc. (SAVE)](/topic/$save) [Paramount Global (PARA)](/topic/$para) [JOE (JOE)](/topic/$joe) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Amgen, Inc. (AMGN)](/topic/$amgn) [Starbucks Corporation (SBUX)](/topic/$sbux) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [tBTC (TBTC)](/topic/$tbtc) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Flex Ltd. Ordinary Shares (FLEX)](/topic/flex) ### Top Social Posts Top posts by engagements in the last [--] hours "$IDFB I can't figure out why this spread is so wide. Rather than ask more questions I bought some" [X Link](https://x.com/Shmompounder/status/1618987613737869314) 2023-01-27T15:01Z [---] followers, [---] engagements "Adding to $IDFB" [X Link](https://x.com/Shmompounder/status/1638976717237911554) 2023-03-23T18:51Z [---] followers, [---] engagements "Why are people dumpster diving $FRC and $PACW when you could buy $MTB off 25% in a month now trading at like 7x earnings" [X Link](https://x.com/Shmompounder/status/1639580610439118849) 2023-03-25T10:50Z [---] followers, [----] engagements "$IDFB 14% spread. adding more Only holdup is Fed approval" [X Link](https://x.com/Shmompounder/status/1640387269184966659) 2023-03-27T16:16Z [---] followers, [----] engagements "Bought a lot of $MTB and $IDFB today" [X Link](https://x.com/Shmompounder/status/1640435891142524928) 2023-03-27T19:29Z [---] followers, [---] engagements "BAWAG on $IDFB acquisition during 4/25 earnings call" [X Link](https://x.com/Shmompounder/status/1652035506970959892) 2023-04-28T19:42Z [---] followers, [---] engagements "Buying even more $IDFB today. Fingers crossed" [X Link](https://x.com/Shmompounder/status/1653411836073594880) 2023-05-02T14:51Z [---] followers, [---] engagements "@eriksen_tim Hey Tim I'm looking at the $IDFB call report. Can't find cost of funds or earning asset yield to get to a definitive NIM. Earnings release said they saw higher cost of deposits which pressured NII but cant find actual figures anywhere. All to say any idea if this is findable" [X Link](https://x.com/Shmompounder/status/1653905966407057411) 2023-05-03T23:34Z [---] followers, [---] engagements "@TrailRockCap Don't agree (but anything could happen) [--]. $IDFB way less complex - imo Fed reviewed and final hurdle is Marlette [--]. TD bailed - px absurd timeline is excuse [--]. BAWAG said they want it on 4/25 [--]. BAWAG wants charter - IDFB results just need to be better than catasrophic" [X Link](https://x.com/Shmompounder/status/1654112170643267584) 2023-05-04T13:14Z [---] followers, [---] engagements "$IDFB please Bank regulators might have to allow more mergers as a way out of the current midsize-bank turmoil https://t.co/jlbb7D7gnp Bank regulators might have to allow more mergers as a way out of the current midsize-bank turmoil https://t.co/jlbb7D7gnp" [X Link](https://x.com/Shmompounder/status/1657024635936940033) 2023-05-12T14:07Z [---] followers, [---] engagements "$RKT just sold my mortgage servicing to $JPM" [X Link](https://x.com/Shmompounder/status/1659249097499344922) 2023-05-18T17:26Z [---] followers, [--] engagements "@LukeWolgram $PLM getting bought for $2.11/sh. beats treasuries. koala likes it Still like $IDFB personally. $12.05/sh offer waiting on SF Fed to approve" [X Link](https://x.com/Shmompounder/status/1678432000036708356) 2023-07-10T15:52Z [---] followers, [----] engagements "Adding to $IDFB yet again after positive commentary from Bawag on earnings call Minute 50ish-53 https://www.bawaggroup.com/en/investor-relations/financial-results https://www.bawaggroup.com/en/investor-relations/financial-results" [X Link](https://x.com/Shmompounder/status/1682055196287877120) 2023-07-20T15:49Z [---] followers, [---] engagements "@cfrischer1 any thoughts on $IDFB workout" [X Link](https://x.com/Shmompounder/status/1682192556375900162) 2023-07-21T00:55Z [---] followers, [---] engagements "@BrownMarubozu you said on biz brew you look at financials. my largest position is $IDFB. being aquired by Bawag. any thoughts on why deal spread is at 25% other than it being overlooked given size" [X Link](https://x.com/Shmompounder/status/1682379355266207754) 2023-07-21T13:17Z [---] followers, [---] engagements "@blondesnmoney @TrentBlair19 $IDFB Being bought by Bawag in Austria for $12.05/sh. Trades $9.40ish today. Waiting on Fer approval. Been [--] years since Fed has denied a bank merger. Bawag mgmt reiterated commitment on July [--] earnings call" [X Link](https://x.com/Shmompounder/status/1682579232424067074) 2023-07-22T02:32Z [---] followers, [----] engagements "Bought more $PACWP . I dont understand how this wouldn't trade $25+ once $PACW $BANC trx closes" [X Link](https://x.com/Shmompounder/status/1688929416163020800) 2023-08-08T15:05Z [---] followers, [----] engagements "@atelicinvest @babykswanson It's $CPHRF" [X Link](https://x.com/Shmompounder/status/1689811481611673601) 2023-08-11T01:30Z [---] followers, [---] engagements "@mintzmyer My uninformed opinion. Almost sure to have opposite from desired impact. Equity capital raises pulling back on lending shifts in RWA profile. Meant to make banking safer but med and long term chokes off access to funds that many of their customers need in order to survive" [X Link](https://x.com/Shmompounder/status/1691277553955115008) 2023-08-15T02:36Z [---] followers, [---] engagements "@TSOH_Investing This feels like $GDRZF right now. Clear 3x in [--] months. Anytime I think this way I feel like I'm missing something though" [X Link](https://x.com/Shmompounder/status/1697997807611785458) 2023-09-02T15:39Z [---] followers, [----] engagements "This took way longer than it should have but glad to see $IDFB will close end of the month $IDFB 14% spread. adding more Only holdup is Fed approval https://t.co/1z7VMtxsqr $IDFB 14% spread. adding more Only holdup is Fed approval https://t.co/1z7VMtxsqr" [X Link](https://x.com/Shmompounder/status/1720445503744192909) 2023-11-03T14:19Z [---] followers, [---] engagements "Few thoughts: Such huge downside in $SAVE why would you not use options instead of own the underlying $PARA feels like one you look at [--] years from now and say "of course Buff dawg knew what he was doing"" [X Link](https://x.com/Shmompounder/status/1722263096126042226) 2023-11-08T14:41Z [---] followers, [----] engagements "@capitalemployed $CPHRF" [X Link](https://x.com/Shmompounder/status/1730003350312145036) 2023-11-29T23:18Z [---] followers, [---] engagements "@RTelford_invest Isn't this pretty much the @PaulAndreola model" [X Link](https://x.com/Shmompounder/status/1730960912788361281) 2023-12-02T14:43Z [---] followers, [---] engagements "I'm legitimately confused on $JOE. not saying it's a bad investment. just looking for someone to explain Is the idea to make some short term margin on land sales / new construction in order to get the population to prop up what will become a large company-owned CRE port" [X Link](https://x.com/Shmompounder/status/1737483713158484312) 2023-12-20T14:42Z [---] followers, [---] engagements "@DakotasTwits @Chrisbagmancap Do you have a link to this" [X Link](https://x.com/Shmompounder/status/1740819049821679660) 2023-12-29T19:36Z [---] followers, [--] engagements "@RTelford_invest Any common quantitative things you notice across the losers And separately do publish your holdings anywhere" [X Link](https://x.com/anyuser/status/1741298527194554761) 2023-12-31T03:21Z [--] followers, [---] engagements "@pembridge_cap @wabuffo @CapitalCap1tal @cfrischer1 It's been like [--] years since Durbin was put in place so likely a while longer. And they've got $2.5B asset runway left before they'd even have to worry about it" [X Link](https://x.com/Shmompounder/status/1743737586529534212) 2024-01-06T20:53Z [---] followers, [--] engagements "@dkl1897 Are you back in $GDRZF Or recovery still less likely" [X Link](https://x.com/Shmompounder/status/1744380037988557166) 2024-01-08T15:26Z [---] followers, [---] engagements "$CYTK $AMGN Psychokinetics $CYTK https://t.co/7kB226722j Psychokinetics $CYTK https://t.co/7kB226722j" [X Link](https://x.com/Shmompounder/status/1745566694712422605) 2024-01-11T22:01Z [---] followers, [----] engagements "@TheDrugMoney A knockoff roomba" [X Link](https://x.com/Shmompounder/status/1746106592515228080) 2024-01-13T09:47Z [---] followers, [--] engagements "Rules for thee but not for me @BillAckman $DPZ $SBUX $QSR $CMG Take a look at New Yorkers in [----] after a decade of economic exuberance. There were no gyms SoulCycles yoga classes or running shoes. There were no diets Ozempic USDA pyramids or degrees in nutrition science. Yet look at how lean everyone is. There is no obesity. Take a look at New Yorkers in [----] after a decade of economic exuberance. There were no gyms SoulCycles yoga classes or running shoes. There were no diets Ozempic USDA pyramids or degrees in nutrition science. Yet look at how lean everyone is. There is no obesity" [X Link](https://x.com/Shmompounder/status/1756684168254083221) 2024-02-11T14:18Z [---] followers, [---] engagements "With $TBTC back in the mid 3s I had to chew on a little" [X Link](https://x.com/Shmompounder/status/1758564150177919055) 2024-02-16T18:49Z [---] followers, [---] engagements "Sold $AEP.V after this tiny hot streak. Ready for all the hate haters. I still think it's a homerun long term given "sEcUlAr tAiLwInDs" but valuation feels stretched. Can buy a private truss manufacturer for what Like 3x EBITDA Would love for this to pull back 20%" [X Link](https://x.com/Shmompounder/status/1762825835109564779) 2024-02-28T13:03Z [---] followers, [----] engagements "@w0uterk_ But day to day there's very little pricing power. Buy lumber. Make truss/floor/wall. Add margin. Right now this is ballpark 20-25x fwd earnings. CAD housing needs are a long term thesis. And my belief is the vast majority of new holders aren't long term investors" [X Link](https://x.com/Shmompounder/status/1762889025793257722) 2024-02-28T17:14Z [---] followers, [---] engagements "@TheDrugMoney We have a dog and I finally bought a knock off roomba. Has been life changing w/ dog hair cleanup" [X Link](https://x.com/Shmompounder/status/1785336703453900879) 2024-04-30T15:53Z [---] followers, [--] engagements "@rosaticorp Had this happen as well. Hung up and called the county sheriffs office and the officer said "sir when we need you we just come pick you up we don't call first." That's always stuck w me as pretty logical in retrospect" [X Link](https://x.com/Shmompounder/status/1796733765240123804) 2024-06-01T02:41Z [---] followers, 361.6K engagements "@TimyanBankAlert What regulatory hurdles are there for these types of transactions 10% spread feels pretty wide still. I made a lot last year on $IDFB but it took forever" [X Link](https://x.com/Shmompounder/status/1798185626547667353) 2024-06-05T02:50Z [---] followers, [---] engagements "Been buying a decent amount of $SRG preferreds over the last few weeks. a lot of history with this name but believe within next 12-18 months. 16% return from current level. Get paid 8% annually to wait. They should easily be able to repay the term loan and preferred in full with the sale of either La Jolla or Aventura. They should easily be able to repay the term loan and preferred in full with the sale of either La Jolla or Aventura" [X Link](https://x.com/Shmompounder/status/1856088209119424571) 2024-11-11T21:34Z [---] followers, [---] engagements "His Board must love this $JPM Jamie Dimon of JPMorgan $JPM has said he no interest in joining the Trump administration: I havent had a boss in [--] years and Im not about ready to start.' Jamie Dimon of JPMorgan $JPM has said he no interest in joining the Trump administration: I havent had a boss in [--] years and Im not about ready to start.'" [X Link](https://x.com/Shmompounder/status/1858861114630500761) 2024-11-19T13:13Z [---] followers, [---] engagements "$VKTX if Twitter has taught me anything else you now buy it back to make 30% $VKTX if Twitter has taught me anything it's that this dog shaves off 30% or so after obesity week $VKTX if Twitter has taught me anything it's that this dog shaves off 30% or so after obesity week" [X Link](https://x.com/Shmompounder/status/1859444933368619474) 2024-11-21T03:53Z [---] followers, [----] engagements "@Schornack Similar to the idea of credit card interest rate caps" [X Link](https://x.com/Shmompounder/status/1867264259253506361) 2024-12-12T17:44Z [---] followers, [---] engagements "@stockspinoffss Any thoughts on more recent buyout speculation" [X Link](https://x.com/Shmompounder/status/1870123130770891198) 2024-12-20T15:04Z [---] followers, [--] engagements "@hedgefool @ToffCap Ballparking here if I've got the right numbers. $1.3B net debt $2.1B mkt cap 3.4B EV $350MM EBITDA 11-12x multiple 3.8-$4.2B buyout Flex the EBITDA multiple as you wish" [X Link](https://x.com/Shmompounder/status/1870125014298525924) 2024-12-20T15:12Z [---] followers, [--] engagements "@NonGaap Can you help me understand why this signals an acquisition I would think that these types of clauses are pretty normal in exec comp agreements I also have no idea what half of this language means though to be fair" [X Link](https://x.com/Shmompounder/status/1874527696908435636) 2025-01-01T18:46Z [---] followers, [---] engagements "This isn't a national security risk though because we will still have a domestically owned steel company $X @YellowLabLife U.S. STATE DEPT APPROVES POTENTIAL SALE OF ADVANCED MEDIUM-RANGE AIR-TO-AIR MISSILES TO JAPAN FOR ESTIMATED $3.64 BLN -PENTAGON U.S. STATE DEPT APPROVES POTENTIAL SALE OF ADVANCED MEDIUM-RANGE AIR-TO-AIR MISSILES TO JAPAN FOR ESTIMATED $3.64 BLN -PENTAGON" [X Link](https://x.com/Shmompounder/status/1874913208932446303) 2025-01-02T20:18Z [---] followers, [---] engagements "@CapArchHaddock This might be the longest liquidation on the planet but I'm still thinking preferreds get redeemed at par value so I'll hang and collect my money until then I guess" [X Link](https://x.com/Shmompounder/status/1876705587792126272) 2025-01-07T19:00Z [---] followers, [--] engagements "@danbakalarz LinkedIn said I had [--] out of [--] matching skills. But I'm a bit of a contrarian so I applied anyway" [X Link](https://x.com/Shmompounder/status/1876992373688857026) 2025-01-08T14:00Z [---] followers, [--] engagements "@PhillipsRelic So if you feel that the content biz is undervalued. which one of these do you currently buy Lgf.a" [X Link](https://x.com/Shmompounder/status/1900728639450173598) 2025-03-15T01:59Z [---] followers, [--] engagements "@InvestSpecial So basically the company has no option but to sell and everyone knows it Tough to fetch top dollar" [X Link](https://x.com/Shmompounder/status/1901940249938350380) 2025-03-18T10:14Z [---] followers, [---] engagements "@DolphinBoi6 @kingdomcapadv @leevalueroach Reminds me of $IDFB . no reason to believe it isn't happening" [X Link](https://x.com/Shmompounder/status/1915504930627920143) 2025-04-24T20:35Z [---] followers, [--] engagements "@kingdomcapadv I can't tell if this is a subtle jab or an honest remark haha" [X Link](https://x.com/Shmompounder/status/1921189298126065972) 2025-05-10T13:03Z [---] followers, [---] engagements "@everytimeicash Bill Im only here for $CASH discussion" [X Link](https://x.com/Shmompounder/status/1953543999954030797) 2025-08-07T19:49Z [---] followers, [--] engagements "@wabuffo @TheBigLong2019 @RussianBear @ajb_powell Sort of how I feel about it too. I look at how new the mgmt team is in the big picture v. total comp. I get the impression that their level of ownership compared to personal net worth is actually relatively substantial" [X Link](https://x.com/Shmompounder/status/1956740037669732365) 2025-08-16T15:29Z [---] followers, [--] engagements "@ValueStalker Question. what's the moratorium Once you convert need to wait [--] years to sell" [X Link](https://x.com/Shmompounder/status/1958543876735553938) 2025-08-21T14:57Z [---] followers, [---] engagements "@CedarStResearch @wabuffo I dont know. I guess And you could be right - maybe something more going on. But I believe it's just what mgmt is saying. Had to go back pretty far takes some time working through it and making sure they're doing it right" [X Link](https://x.com/Shmompounder/status/1961839074043396351) 2025-08-30T17:10Z [---] followers, [--] engagements "@CedarStResearch @wabuffo Also looks like shares o/s down another 300k or so since earnings as of August [--]. probably not buying in shares w any sort of material accounting issue unless you believe mgmt are bad actors" [X Link](https://x.com/Shmompounder/status/1961839447818833976) 2025-08-30T17:12Z [---] followers, [--] engagements "@JeffMacke Peloton Shirts Also Under Pressure" [X Link](https://x.com/Shmompounder/status/1973618058804732224) 2025-10-02T05:16Z [---] followers, [--] engagements "@ValueStalker Any updated thoughts on $LRFC Company is pretty quiet quarter to quarter" [X Link](https://x.com/Shmompounder/status/1624097698507894799) 2023-02-10T17:27Z [---] followers, [---] engagements "@dkl1897 Help a poor boy who isn't following this out. How are we getting to $3.22/sh for $GDRZF" [X Link](https://x.com/Shmompounder/status/1652990814727860225) 2023-05-01T10:58Z [---] followers, [---] engagements "@PhilTimyan @MaxfieldOnBanks @TimyanBankAlert @AmerantBank @colarion @oddballstocks @alluvialcapital @hazak1234 Is there any reason $CFST can't continue this run Still looks undervalued to me" [X Link](https://x.com/Shmompounder/status/1653381864147632133) 2023-05-02T12:52Z [---] followers, [---] engagements "@Keubiko @quakes99 We all know the rules when you pump your stock via a promoted tweet. Gonna guess there's no discoverable uranium here. $SKRR.V $SKKRF The next BIG story in the Athabasca Basin Sherman Dahl from SKRR Exploration speaks with Dev Randhawa from F3 Uranium on the recent LOI to acquire up to a 70% interest in F3's Clearwater West Project located in Saskatchewan. The next BIG story in the Athabasca Basin Sherman Dahl from SKRR Exploration speaks with Dev Randhawa from F3 Uranium on the recent LOI to acquire up to a 70% interest in F3's Clearwater West Project located in" [X Link](https://x.com/Shmompounder/status/1653871190694305792) 2023-05-03T21:16Z [---] followers, [---] engagements "Same playbook on $PACW tomorrow Sold $FRC 5.5/6.5 May [--] call spreads for $.12/pop Sold $FRC 5.5/6.5 May [--] call spreads for $.12/pop" [X Link](https://x.com/Shmompounder/status/1653871946168188932) 2023-05-03T21:19Z [---] followers, [---] engagements "@StockJabber Been looking at this as well. Good start is to simply look at principals who have blown up a BDC previously. Primary reason I stayed away from $LRFC and the Mount Logan complex. Prob a lot of these managers out there" [X Link](https://x.com/Shmompounder/status/1653907142015959041) 2023-05-03T23:39Z [---] followers, [---] engagements "@LionheartInves1 @capital_rainbow Any of these profitable" [X Link](https://x.com/Shmompounder/status/1659999412746084354) 2023-05-20T19:07Z [---] followers, [---] engagements "@ClarkSquareCap $GDRZF - claim against Venezuala for $1.1B. Shoukd trade $10/sh once Citgo sells in mid-2024. SCOTUS cert review is final hurdle - and I'd guess there's a 99% chance they deny cert" [X Link](https://x.com/Shmompounder/status/1696522319714492727) 2023-08-29T13:56Z [---] followers, [----] engagements "So $NLOP $SRG $STHO. I assume more I GET that some of these assets differ substantially from one another - office retail multi etc. But. it certainly feels like everyone and their brother in CRE/REIT space are spinning off "great deals" pretty haphazardly" [X Link](https://x.com/Shmompounder/status/1756502403560423892) 2024-02-11T02:16Z [---] followers, [---] engagements "10% of the way there. lets see something sub $1 on $APEUF and I'll come back and be a #trussboi Sold $AEP.V after this tiny hot streak. Ready for all the hate haters. I still think it's a homerun long term given "sEcUlAr tAiLwInDs" but valuation feels stretched. Can buy a private truss manufacturer for what Like 3x EBITDA Would love for this to pull back 20% Sold $AEP.V after this tiny hot streak. Ready for all the hate haters. I still think it's a homerun long term given "sEcUlAr tAiLwInDs" but valuation feels stretched. Can buy a private truss manufacturer for what Like 3x EBITDA Would love" [X Link](https://x.com/Shmompounder/status/1766427959752061097) 2024-03-09T11:36Z [---] followers, [---] engagements "Added to $CASH Pathward today" [X Link](https://x.com/Shmompounder/status/1978865841685807297) 2025-10-16T16:49Z [---] followers, [---] engagements "$LION MICHAEL - in theaters April [--] [----] #MichaelMovie https://t.co/CzmEuwTcFi MICHAEL - in theaters April [--] [----] #MichaelMovie https://t.co/CzmEuwTcFi" [X Link](https://x.com/anyuser/status/1986532344023363924) 2025-11-06T20:33Z [---] followers, [---] engagements "Im not very good at this. sold my $THS position on Friday [--] hour before the close" [X Link](https://x.com/anyuser/status/1987858501809627253) 2025-11-10T12:22Z [---] followers, [---] engagements "Can anyone explain $NN to me without using words like spectrum or broadband" [X Link](https://x.com/anyuser/status/1988764198109945931) 2025-11-13T00:21Z [---] followers, [----] engagements "Bought more $CASH today (Pathward)" [X Link](https://x.com/anyuser/status/1990540304265650440) 2025-11-17T21:59Z [---] followers, [---] engagements "Sold all of my $ZIM today" [X Link](https://x.com/anyuser/status/1993522602103685547) 2025-11-26T03:30Z [---] followers, [---] engagements "$GDOT $CASH I honestly have no idea if this is good or bad news for Pathward which I have a large position in. Less competition but it seems quite a bit of regulatory heat; which in my view is really the key risk to the space (silly things like bad loans aside). $GDOT - Green Dot Corporation Class A Common Stock $0.001 par value - 10Q - Updated Risk Factors Green Dots 10-Q risk factors now spotlight heavy reliance on a single BaaS partner and Walmart contract and competitive threats tech and regulatory disruption a $44M Fed penalty https://t.co/lKI8LrlU49 $GDOT - Green Dot Corporation Class A" [X Link](https://x.com/anyuser/status/1993646927691526494) 2025-11-26T11:44Z [---] followers, [---] engagements "@Biohazard3737 Honestly this chart also makes me wanna short $COST" [X Link](https://x.com/Shmompounder/status/1994926282581401925) 2025-11-30T00:27Z [---] followers, [---] engagements "@BULLReturns I feel like this is $BAK right now but it makes my stomach hurt buying it" [X Link](https://x.com/Shmompounder/status/2004608210628739492) 2025-12-26T17:40Z [---] followers, [---] engagements "@PurpleDrink_LLC Imagine Josh Allen with the Eagles offense Smith/Brown/Dotson/Goedert vs. Shakir/Palmer/Shavers/Kincaid" [X Link](https://x.com/Shmompounder/status/2004726606619939280) 2025-12-27T01:30Z [---] followers, [--] engagements "@sgdadinvest Got it. You and I may just have different return profiles I can see low $30s possibly. But even at $28 thats like a 15-16% return from here. Ill take that with limited downside risk and clarity before end of the month on price" [X Link](https://x.com/Shmompounder/status/2007605208428490868) 2026-01-04T00:09Z [---] followers, [--] engagements "@puppyeh1 NCLs appear high. Do you believe their underwriting is sound" [X Link](https://x.com/Shmompounder/status/2008129024544100830) 2026-01-05T10:50Z [---] followers, [---] engagements "$LION Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] https://t.co/k3rcWRJSvq Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] https://t.co/k3rcWRJSvq" [X Link](https://x.com/anyuser/status/2009964049292001685) 2026-01-10T12:22Z [---] followers, [---] engagements "@SmallCapSnipa $CENX has [---] MW available for sale" [X Link](https://x.com/Shmompounder/status/2010496519204450395) 2026-01-11T23:38Z [---] followers, [--] engagements "@fcfyplusg I still like it at $85. Sub 10x p/e. 30%+ ROATE. 2%+ ROAA. NCOs under control. Few billion in headroom still before Durbin matters. Buybacks are still the most efficient use of capital on almost every metric. The business is eating itself" [X Link](https://x.com/Shmompounder/status/2014925191474725043) 2026-01-24T04:56Z [---] followers, [--] engagements "@fcfyplusg Ill start with [--] first. ROATE mechanically increases as the equity shrinks. Higher ROATE = higher sustainable earnings = IRR support even at higher prices. EPS is compounding as the stock price increases. So yeah of course if you bought [--] hours ago your IRR is better" [X Link](https://x.com/Shmompounder/status/2014937345363947818) 2026-01-24T05:44Z [---] followers, [--] engagements "@fcfyplusg But low to mid-teens IRR from here without changing anything. Im personally fine w that. Throw in any flavor of organic EPS acceleration on top of buybacks or multiple expansion that differentiates this from a true bank and youre doing even better" [X Link](https://x.com/Shmompounder/status/2014938172673704226) 2026-01-24T05:47Z [---] followers, [--] engagements "@fcfyplusg I do believe theyve got levers with [--] and [--]. They could grow the HFI loan book by 50% and be fine w Durbin. But yes at some point theyre capped with that. It leaves no option but to pivot to [--] - if you cant hold loans you have to sell them. Thats what I tell myself lol" [X Link](https://x.com/Shmompounder/status/2014938775256735895) 2026-01-24T05:50Z [---] followers, [---] engagements "@fcfyplusg Yes this is one possible end game if they hit the Durbin cap and then cant find any way to grow the fee income side. I dont believe we are there yet. Mid-teens IRR is my assumption. But yes youre buying near term return knowing theres fewer growth options. Youre not wrong" [X Link](https://x.com/Shmompounder/status/2015041222432137240) 2026-01-24T12:37Z [---] followers, [---] engagements "@Eli_Albrecht Close the laptop and skate man. yolo" [X Link](https://x.com/Shmompounder/status/2015399129023648168) 2026-01-25T12:19Z [---] followers, [--] engagements "@contrarian8888 Looks interesting. Im struggling to understand the proportional equity product through RealCo. Is $blne just getting fee income in the trx or do they participate in the equity upside If participating isnt this super capital intensive w/ lack of payback period visibility" [X Link](https://x.com/Shmompounder/status/2015577778939142393) 2026-01-26T00:09Z [---] followers, [---] engagements "@contrarian8888 Super helpful thank you" [X Link](https://x.com/Shmompounder/status/2015582544431890777) 2026-01-26T00:28Z [---] followers, [---] engagements "@fcfyplusg Growth comes from three key areas (there are more): [--]. Continued turnover of the asset base into higher return loans [--]. Balance sheet velocity referenced in the earnings call a few times - high turnover fee income generating HFS loans [--]. Buying in shares at absurd prices" [X Link](https://x.com/Shmompounder/status/2014926080826556924) 2026-01-24T04:59Z [---] followers, [--] engagements "@fcfyplusg As with all banks credit risk and regulatory risk are the boogeymen" [X Link](https://x.com/Shmompounder/status/2014926537586254004) 2026-01-24T05:01Z [---] followers, [--] engagements "@Schornack Its better than nothing As a risk mitigant youd really like to block the traffic further upstream. Hubspot reporting can pick up at least some of the noise to ensure the marketing spend is worthwhile. Beyond traffic have you seen account opens Get a Digital person" [X Link](https://x.com/Shmompounder/status/2016158688470270040) 2026-01-27T14:37Z [---] followers, [--] engagements "@jonahmanning your exec search specialities arent in the areas Im qualified for - wondering who you would recommend for financial services exec search" [X Link](https://x.com/Shmompounder/status/2016965976735006843) 2026-01-29T20:05Z [---] followers, [--] engagements "Bought a small amount of $CZBS. just wake up in [--] years and hope it outperformed the market" [X Link](https://x.com/Shmompounder/status/1909604954773368970) 2025-04-08T13:51Z [---] followers, [---] engagements "Pathward with another great quarter $CASH" [X Link](https://x.com/anyuser/status/2014714971439993152) 2026-01-23T15:00Z [---] followers, [---] engagements "@scrancap81 Didnt they already basically provide earnings in prior call Curious what your view is that would result in such a large drawdown . Asking as Id prefer not to lose 15% in a day haha" [X Link](https://x.com/Shmompounder/status/2018393283983028551) 2026-02-02T18:37Z [---] followers, [--] engagements "@crypto_sim I dont know who @TheBenSchmark is in the real world; but so early to so many recent great ideas - $ACMR $CENX $CMPO No reason both names you gave cant be winners but theres track record here that I certainly wouldnt gloat against because of [--] weeks of relative performance" [X Link](https://x.com/Shmompounder/status/2022475153012048280) 2026-02-14T00:57Z [---] followers, [--] engagements "Now that buybacks are picking up I have a small $CPHRF position @atelicinvest @babykswanson And it is blindingly cheap. But capital allocation issues imo. They talk M&A a lot. Hard to believe that makes sense at 2x EV/FCF. Just buy back shares. @atelicinvest @babykswanson And it is blindingly cheap. But capital allocation issues imo. They talk M&A a lot. Hard to believe that makes sense at 2x EV/FCF. Just buy back shares" [X Link](https://x.com/Shmompounder/status/1723065303062434160) 2023-11-10T19:49Z [---] followers, [---] engagements "I may eat my words later but thank you to whoever is selling me $CPHRF at these levels" [X Link](https://x.com/Shmompounder/status/1748381535386898938) 2024-01-19T16:26Z [---] followers, [----] engagements "@evfcfaddict $cphrf" [X Link](https://x.com/Shmompounder/status/1760355237779370464) 2024-02-21T17:26Z [---] followers, [----] engagements "$CWAN sitting right there for you tomorrow Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit. https://t.co/3J3SeElrXL Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit. https://t.co/3J3SeElrXL" [X Link](https://x.com/anyuser/status/2014521301696684202) 2026-01-23T02:11Z [---] followers, [---] engagements "@Aureliusltd28 Why not $FOUR" [X Link](https://x.com/Shmompounder/status/2021680587556151605) 2026-02-11T20:19Z [---] followers, [---] engagements "Sold Pathward $CASH today. owned it in various size for [--] years Bought $FOUR purely because its cheap (so Im sure Ill lose money somehow) Pathward with another great quarter $CASH Pathward with another great quarter $CASH" [X Link](https://x.com/anyuser/status/2020986980197130395) 2026-02-09T22:23Z [---] followers, [---] engagements "@CVCResearch Willing to expand on your thoughts on $SPT" [X Link](https://x.com/Shmompounder/status/2022516823564951946) 2026-02-14T03:42Z [---] followers, [--] engagements "I just feel like $FISV is going to dump into the $30-40 range at some point in 1H [----] and will be an amazing buy at that price" [X Link](https://x.com/anyuser/status/2022838345374777648) 2026-02-15T01:00Z [---] followers, [---] engagements "Today wasnt ideal" [X Link](https://x.com/anyuser/status/2022046679873335423) 2026-02-12T20:34Z [---] followers, [--] engagements ".@AnthemBCBS_News @AnthemBCBS @NYDFS Anthem BCBS why are denying my [--] year old a procedure that will save his vision NY State insurance law requires a specialty peer to peer review and you continue to violate this law. #MedTwitter" [X Link](https://x.com/anyuser/status/2021608558261862758) 2026-02-11T15:33Z [----] followers, 52.3K engagements "Sold Pathward $CASH today. owned it in various size for [--] years Bought $FOUR purely because its cheap (so Im sure Ill lose money somehow) Pathward with another great quarter $CASH Pathward with another great quarter $CASH" [X Link](https://x.com/anyuser/status/2020986980197130395) 2026-02-09T22:23Z [---] followers, [---] engagements "Pathward with another great quarter $CASH" [X Link](https://x.com/anyuser/status/2014714971439993152) 2026-01-23T15:00Z [---] followers, [---] engagements "$CWAN sitting right there for you tomorrow Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit. https://t.co/3J3SeElrXL Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit. https://t.co/3J3SeElrXL" [X Link](https://x.com/anyuser/status/2014521301696684202) 2026-01-23T02:11Z [---] followers, [---] engagements "Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit" [X Link](https://x.com/anyuser/status/2014458661377040524) 2026-01-22T22:02Z 44K followers, 146.4K engagements "Sad. This one was taken from us too soon" [X Link](https://x.com/anyuser/status/2014684159399088271) 2026-01-23T12:58Z [---] followers, [--] engagements "Wow I wish I sized $TRUE larger. Sold at $2.53" [X Link](https://x.com/anyuser/status/2013983617458876698) 2026-01-21T14:34Z [---] followers, [---] engagements "$LION Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] https://t.co/k3rcWRJSvq Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] https://t.co/k3rcWRJSvq" [X Link](https://x.com/anyuser/status/2009964049292001685) 2026-01-10T12:22Z [---] followers, [---] engagements "Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] days later on Ascension Day May [--]. This could be one of the most ambitious Christian films ever made. https://twitter.com/i/web/status/2009412758207426806 https://twitter.com/i/web/status/2009412758207426806" [X Link](https://x.com/anyuser/status/2009412758207426806) 2026-01-08T23:51Z 451.5K followers, 4.2M engagements "The Housemaid earned $15.2 million over the weekend a barely-there 1% dip from the prior weekend. The R-rated film starring Sydney Sweeney and Amanda Seyfried has earned an impressive $75.7 million in North America and $133 million worldwide against a $35 million budget. http://bit.ly/4bgWoos http://bit.ly/4bgWoos" [X Link](https://x.com/anyuser/status/2007881086437847133) 2026-01-04T18:25Z 3.1M followers, 262.4K engagements "RT @TheBenSchmark: Morgan Stanley: As a result we believe alternative bids may come during the go-shop period which expires on January 2" [X Link](https://x.com/anyuser/status/2007196844821188817) 2026-01-02T21:06Z [---] followers, [--] engagements "Morgan Stanley: As a result we believe alternative bids may come during the go-shop period which expires on January 23rd. $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN" [X Link](https://x.com/anyuser/status/2003493489577980156) 2025-12-23T15:50Z [----] followers, [----] engagements "Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf" [X Link](https://x.com/anyuser/status/2002822792828584033) 2025-12-21T19:25Z [----] followers, [----] engagements "Lol holy shi* I thought this was a parody account Read the room man Happy Kwanzaa Minnesota Gwen and I are wishing all who celebrate a wonderful week of warmth health and unity. Happy Kwanzaa Minnesota Gwen and I are wishing all who celebrate a wonderful week of warmth health and unity" [X Link](https://x.com/anyuser/status/2005005694970232991) 2025-12-27T19:59Z [---] followers, [---] engagements "Happy Kwanzaa Minnesota Gwen and I are wishing all who celebrate a wonderful week of warmth health and unity" [X Link](https://x.com/anyuser/status/2004621960047661397) 2025-12-26T18:34Z 613.3K followers, 646.7K engagements "$GDOT $CASH I honestly have no idea if this is good or bad news for Pathward which I have a large position in. Less competition but it seems quite a bit of regulatory heat; which in my view is really the key risk to the space (silly things like bad loans aside). $GDOT - Green Dot Corporation Class A Common Stock $0.001 par value - 10Q - Updated Risk Factors Green Dots 10-Q risk factors now spotlight heavy reliance on a single BaaS partner and Walmart contract and competitive threats tech and regulatory disruption a $44M Fed penalty https://t.co/lKI8LrlU49 $GDOT - Green Dot Corporation Class A" [X Link](https://x.com/anyuser/status/1993646927691526494) 2025-11-26T11:44Z [---] followers, [---] engagements "$GDOT - Green Dot Corporation Class A Common Stock $0.001 par value - 10Q - Updated Risk Factors Green Dots 10-Q risk factors now spotlight heavy reliance on a single BaaS partner and Walmart contract and competitive threats tech and regulatory disruption a $44M Fed penalty new brokered deposit rule risks expanded compliance and litigation exposure debt constraints goodwill impairment and new risks from stockholder activism and speculative guidance. #BankingAsAService #StockholderActivism #LitigationExposure #RegulatoryRisk #RetailPartnership 🟢 Added 🟠Removed" [X Link](https://x.com/anyuser/status/1988040365082112408) 2025-11-11T00:25Z [----] followers, [---] engagements "Sold all of my $ZIM today" [X Link](https://x.com/anyuser/status/1993522602103685547) 2025-11-26T03:30Z [---] followers, [---] engagements "Bought more $CASH today (Pathward)" [X Link](https://x.com/anyuser/status/1990540304265650440) 2025-11-17T21:59Z [---] followers, [---] engagements "Can anyone explain $NN to me without using words like spectrum or broadband" [X Link](https://x.com/anyuser/status/1988764198109945931) 2025-11-13T00:21Z [---] followers, [----] engagements "Im not very good at this. sold my $THS position on Friday [--] hour before the close" [X Link](https://x.com/anyuser/status/1987858501809627253) 2025-11-10T12:22Z [---] followers, [---] engagements "$LION MICHAEL - in theaters April [--] [----] #MichaelMovie https://t.co/CzmEuwTcFi MICHAEL - in theaters April [--] [----] #MichaelMovie https://t.co/CzmEuwTcFi" [X Link](https://x.com/anyuser/status/1986532344023363924) 2025-11-06T20:33Z [---] followers, [---] engagements "MICHAEL - in theaters April [--] [----] #MichaelMovie" [X Link](https://x.com/anyuser/status/1986433491240640909) 2025-11-06T14:00Z 2.2M followers, 53.2M engagements "Credit deterioration $kre First Brands founder allegedly ran his company as a personal piggy bank How Patrick James spent it (per lawsuit): [--] exotic cars Celebrity personal trainer $3M NYC townhouse (5 years) $500K private chef (this year alone) How he got it: Doctored invoices diverted SPV https://t.co/UuXfv5POF2 First Brands founder allegedly ran his company as a personal piggy bank How Patrick James spent it (per lawsuit): [--] exotic cars Celebrity personal trainer $3M NYC townhouse (5 years) $500K private chef (this year alone) How he got it: Doctored invoices diverted SPV" [X Link](https://x.com/anyuser/status/1985734013890203795) 2025-11-04T15:40Z [---] followers, [---] engagements "First Brands founder allegedly ran his company as a personal piggy bank How Patrick James spent it (per lawsuit): [--] exotic cars Celebrity personal trainer $3M NYC townhouse (5 years) $500K private chef (this year alone) How he got it: Doctored invoices diverted SPV proceeds took $200M of Onset's $1B James: "Categorically denies baseless allegations"" [X Link](https://x.com/anyuser/status/1985725370075677010) 2025-11-04T15:06Z 44K followers, 52.3K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Shmompounder CompoundShmompound
CompoundShmompound posts on X about $idfb, $cash, sold, fed the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---] +871%
- [--] Month [-----] +196%
- [--] Months [-----] +340%
- [--] Year [-----] -98%
Mentions: [--] #
- [--] Months [--] +45%
- [--] Year [--] +21%
Followers: [-----] #
- [--] Week [---] -0.14%
- [--] Month [---] +0.14%
- [--] Months [---] -0.14%
- [--] Year [---] +1.50%
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance cryptocurrencies technology brands countries celebrities currencies financial services social networks us election
Social topic influence $idfb, $cash, sold, fed, in the, $cphrf, to the, $gdrzf, $lion, lion
Top accounts mentioned or mentioned by @fcfyplusg @wabuffo @cfrischer1 @atelicinvest @babykswanson @rtelfordinvest @dkl1897 @thedrugmoney @timyanbankalert @schornack @kingdomcapadv @valuestalker @cedarstresearch @contrarian8888 @thebenschmark @eriksentim @trailrockcap @lukewolgram @brownmarubozu @blondesnmoney
Top assets mentioned Loaded Lions (LION) Clearwater Analytics Holdings, Inc. (CWAN) PacWest Bancorp (PACW) 4 (FOUR) M&T Bank Corporation (MTB) Freicoin (FRC) Treehouse Foods, Inc. (THS) ZIM Integrated Shipping Services Ltd. (ZIM) Century Aluminum Co (CENX) Morgan Stanley (MS) Rocket Companies, Inc. (RKT) JPMorgan Chase (JPM) Banc of California, Inc. (BANC) Spirit Airlines, Inc. (SAVE) Paramount Global (PARA) JOE (JOE) Cytokinetics Inc. (CYTK) Amgen, Inc. (AMGN) Starbucks Corporation (SBUX) Restaurant Brands International Inc. (QSR) Domino's Pizza Inc (DPZ) Chipotle Mexican Grill, Inc. (CMG) tBTC (TBTC) Viking Therapeutics, Inc (VKTX) Flex Ltd. Ordinary Shares (FLEX)
Top Social Posts
Top posts by engagements in the last [--] hours
"$IDFB I can't figure out why this spread is so wide. Rather than ask more questions I bought some"
X Link 2023-01-27T15:01Z [---] followers, [---] engagements
"Adding to $IDFB"
X Link 2023-03-23T18:51Z [---] followers, [---] engagements
"Why are people dumpster diving $FRC and $PACW when you could buy $MTB off 25% in a month now trading at like 7x earnings"
X Link 2023-03-25T10:50Z [---] followers, [----] engagements
"$IDFB 14% spread. adding more Only holdup is Fed approval"
X Link 2023-03-27T16:16Z [---] followers, [----] engagements
"Bought a lot of $MTB and $IDFB today"
X Link 2023-03-27T19:29Z [---] followers, [---] engagements
"BAWAG on $IDFB acquisition during 4/25 earnings call"
X Link 2023-04-28T19:42Z [---] followers, [---] engagements
"Buying even more $IDFB today. Fingers crossed"
X Link 2023-05-02T14:51Z [---] followers, [---] engagements
"@eriksen_tim Hey Tim I'm looking at the $IDFB call report. Can't find cost of funds or earning asset yield to get to a definitive NIM. Earnings release said they saw higher cost of deposits which pressured NII but cant find actual figures anywhere. All to say any idea if this is findable"
X Link 2023-05-03T23:34Z [---] followers, [---] engagements
"@TrailRockCap Don't agree (but anything could happen) [--]. $IDFB way less complex - imo Fed reviewed and final hurdle is Marlette [--]. TD bailed - px absurd timeline is excuse [--]. BAWAG said they want it on 4/25 [--]. BAWAG wants charter - IDFB results just need to be better than catasrophic"
X Link 2023-05-04T13:14Z [---] followers, [---] engagements
"$IDFB please Bank regulators might have to allow more mergers as a way out of the current midsize-bank turmoil https://t.co/jlbb7D7gnp Bank regulators might have to allow more mergers as a way out of the current midsize-bank turmoil https://t.co/jlbb7D7gnp"
X Link 2023-05-12T14:07Z [---] followers, [---] engagements
"$RKT just sold my mortgage servicing to $JPM"
X Link 2023-05-18T17:26Z [---] followers, [--] engagements
"@LukeWolgram $PLM getting bought for $2.11/sh. beats treasuries. koala likes it Still like $IDFB personally. $12.05/sh offer waiting on SF Fed to approve"
X Link 2023-07-10T15:52Z [---] followers, [----] engagements
"Adding to $IDFB yet again after positive commentary from Bawag on earnings call Minute 50ish-53 https://www.bawaggroup.com/en/investor-relations/financial-results https://www.bawaggroup.com/en/investor-relations/financial-results"
X Link 2023-07-20T15:49Z [---] followers, [---] engagements
"@cfrischer1 any thoughts on $IDFB workout"
X Link 2023-07-21T00:55Z [---] followers, [---] engagements
"@BrownMarubozu you said on biz brew you look at financials. my largest position is $IDFB. being aquired by Bawag. any thoughts on why deal spread is at 25% other than it being overlooked given size"
X Link 2023-07-21T13:17Z [---] followers, [---] engagements
"@blondesnmoney @TrentBlair19 $IDFB Being bought by Bawag in Austria for $12.05/sh. Trades $9.40ish today. Waiting on Fer approval. Been [--] years since Fed has denied a bank merger. Bawag mgmt reiterated commitment on July [--] earnings call"
X Link 2023-07-22T02:32Z [---] followers, [----] engagements
"Bought more $PACWP . I dont understand how this wouldn't trade $25+ once $PACW $BANC trx closes"
X Link 2023-08-08T15:05Z [---] followers, [----] engagements
"@atelicinvest @babykswanson It's $CPHRF"
X Link 2023-08-11T01:30Z [---] followers, [---] engagements
"@mintzmyer My uninformed opinion. Almost sure to have opposite from desired impact. Equity capital raises pulling back on lending shifts in RWA profile. Meant to make banking safer but med and long term chokes off access to funds that many of their customers need in order to survive"
X Link 2023-08-15T02:36Z [---] followers, [---] engagements
"@TSOH_Investing This feels like $GDRZF right now. Clear 3x in [--] months. Anytime I think this way I feel like I'm missing something though"
X Link 2023-09-02T15:39Z [---] followers, [----] engagements
"This took way longer than it should have but glad to see $IDFB will close end of the month $IDFB 14% spread. adding more Only holdup is Fed approval https://t.co/1z7VMtxsqr $IDFB 14% spread. adding more Only holdup is Fed approval https://t.co/1z7VMtxsqr"
X Link 2023-11-03T14:19Z [---] followers, [---] engagements
"Few thoughts: Such huge downside in $SAVE why would you not use options instead of own the underlying $PARA feels like one you look at [--] years from now and say "of course Buff dawg knew what he was doing""
X Link 2023-11-08T14:41Z [---] followers, [----] engagements
"@capitalemployed $CPHRF"
X Link 2023-11-29T23:18Z [---] followers, [---] engagements
"@RTelford_invest Isn't this pretty much the @PaulAndreola model"
X Link 2023-12-02T14:43Z [---] followers, [---] engagements
"I'm legitimately confused on $JOE. not saying it's a bad investment. just looking for someone to explain Is the idea to make some short term margin on land sales / new construction in order to get the population to prop up what will become a large company-owned CRE port"
X Link 2023-12-20T14:42Z [---] followers, [---] engagements
"@DakotasTwits @Chrisbagmancap Do you have a link to this"
X Link 2023-12-29T19:36Z [---] followers, [--] engagements
"@RTelford_invest Any common quantitative things you notice across the losers And separately do publish your holdings anywhere"
X Link 2023-12-31T03:21Z [--] followers, [---] engagements
"@pembridge_cap @wabuffo @CapitalCap1tal @cfrischer1 It's been like [--] years since Durbin was put in place so likely a while longer. And they've got $2.5B asset runway left before they'd even have to worry about it"
X Link 2024-01-06T20:53Z [---] followers, [--] engagements
"@dkl1897 Are you back in $GDRZF Or recovery still less likely"
X Link 2024-01-08T15:26Z [---] followers, [---] engagements
"$CYTK $AMGN Psychokinetics $CYTK https://t.co/7kB226722j Psychokinetics $CYTK https://t.co/7kB226722j"
X Link 2024-01-11T22:01Z [---] followers, [----] engagements
"@TheDrugMoney A knockoff roomba"
X Link 2024-01-13T09:47Z [---] followers, [--] engagements
"Rules for thee but not for me @BillAckman $DPZ $SBUX $QSR $CMG Take a look at New Yorkers in [----] after a decade of economic exuberance. There were no gyms SoulCycles yoga classes or running shoes. There were no diets Ozempic USDA pyramids or degrees in nutrition science. Yet look at how lean everyone is. There is no obesity. Take a look at New Yorkers in [----] after a decade of economic exuberance. There were no gyms SoulCycles yoga classes or running shoes. There were no diets Ozempic USDA pyramids or degrees in nutrition science. Yet look at how lean everyone is. There is no obesity"
X Link 2024-02-11T14:18Z [---] followers, [---] engagements
"With $TBTC back in the mid 3s I had to chew on a little"
X Link 2024-02-16T18:49Z [---] followers, [---] engagements
"Sold $AEP.V after this tiny hot streak. Ready for all the hate haters. I still think it's a homerun long term given "sEcUlAr tAiLwInDs" but valuation feels stretched. Can buy a private truss manufacturer for what Like 3x EBITDA Would love for this to pull back 20%"
X Link 2024-02-28T13:03Z [---] followers, [----] engagements
"@w0uterk_ But day to day there's very little pricing power. Buy lumber. Make truss/floor/wall. Add margin. Right now this is ballpark 20-25x fwd earnings. CAD housing needs are a long term thesis. And my belief is the vast majority of new holders aren't long term investors"
X Link 2024-02-28T17:14Z [---] followers, [---] engagements
"@TheDrugMoney We have a dog and I finally bought a knock off roomba. Has been life changing w/ dog hair cleanup"
X Link 2024-04-30T15:53Z [---] followers, [--] engagements
"@rosaticorp Had this happen as well. Hung up and called the county sheriffs office and the officer said "sir when we need you we just come pick you up we don't call first." That's always stuck w me as pretty logical in retrospect"
X Link 2024-06-01T02:41Z [---] followers, 361.6K engagements
"@TimyanBankAlert What regulatory hurdles are there for these types of transactions 10% spread feels pretty wide still. I made a lot last year on $IDFB but it took forever"
X Link 2024-06-05T02:50Z [---] followers, [---] engagements
"Been buying a decent amount of $SRG preferreds over the last few weeks. a lot of history with this name but believe within next 12-18 months. 16% return from current level. Get paid 8% annually to wait. They should easily be able to repay the term loan and preferred in full with the sale of either La Jolla or Aventura. They should easily be able to repay the term loan and preferred in full with the sale of either La Jolla or Aventura"
X Link 2024-11-11T21:34Z [---] followers, [---] engagements
"His Board must love this $JPM Jamie Dimon of JPMorgan $JPM has said he no interest in joining the Trump administration: I havent had a boss in [--] years and Im not about ready to start.' Jamie Dimon of JPMorgan $JPM has said he no interest in joining the Trump administration: I havent had a boss in [--] years and Im not about ready to start.'"
X Link 2024-11-19T13:13Z [---] followers, [---] engagements
"$VKTX if Twitter has taught me anything else you now buy it back to make 30% $VKTX if Twitter has taught me anything it's that this dog shaves off 30% or so after obesity week $VKTX if Twitter has taught me anything it's that this dog shaves off 30% or so after obesity week"
X Link 2024-11-21T03:53Z [---] followers, [----] engagements
"@Schornack Similar to the idea of credit card interest rate caps"
X Link 2024-12-12T17:44Z [---] followers, [---] engagements
"@stockspinoffss Any thoughts on more recent buyout speculation"
X Link 2024-12-20T15:04Z [---] followers, [--] engagements
"@hedgefool @ToffCap Ballparking here if I've got the right numbers. $1.3B net debt $2.1B mkt cap 3.4B EV $350MM EBITDA 11-12x multiple 3.8-$4.2B buyout Flex the EBITDA multiple as you wish"
X Link 2024-12-20T15:12Z [---] followers, [--] engagements
"@NonGaap Can you help me understand why this signals an acquisition I would think that these types of clauses are pretty normal in exec comp agreements I also have no idea what half of this language means though to be fair"
X Link 2025-01-01T18:46Z [---] followers, [---] engagements
"This isn't a national security risk though because we will still have a domestically owned steel company $X @YellowLabLife U.S. STATE DEPT APPROVES POTENTIAL SALE OF ADVANCED MEDIUM-RANGE AIR-TO-AIR MISSILES TO JAPAN FOR ESTIMATED $3.64 BLN -PENTAGON U.S. STATE DEPT APPROVES POTENTIAL SALE OF ADVANCED MEDIUM-RANGE AIR-TO-AIR MISSILES TO JAPAN FOR ESTIMATED $3.64 BLN -PENTAGON"
X Link 2025-01-02T20:18Z [---] followers, [---] engagements
"@CapArchHaddock This might be the longest liquidation on the planet but I'm still thinking preferreds get redeemed at par value so I'll hang and collect my money until then I guess"
X Link 2025-01-07T19:00Z [---] followers, [--] engagements
"@danbakalarz LinkedIn said I had [--] out of [--] matching skills. But I'm a bit of a contrarian so I applied anyway"
X Link 2025-01-08T14:00Z [---] followers, [--] engagements
"@PhillipsRelic So if you feel that the content biz is undervalued. which one of these do you currently buy Lgf.a"
X Link 2025-03-15T01:59Z [---] followers, [--] engagements
"@InvestSpecial So basically the company has no option but to sell and everyone knows it Tough to fetch top dollar"
X Link 2025-03-18T10:14Z [---] followers, [---] engagements
"@DolphinBoi6 @kingdomcapadv @leevalueroach Reminds me of $IDFB . no reason to believe it isn't happening"
X Link 2025-04-24T20:35Z [---] followers, [--] engagements
"@kingdomcapadv I can't tell if this is a subtle jab or an honest remark haha"
X Link 2025-05-10T13:03Z [---] followers, [---] engagements
"@everytimeicash Bill Im only here for $CASH discussion"
X Link 2025-08-07T19:49Z [---] followers, [--] engagements
"@wabuffo @TheBigLong2019 @RussianBear @ajb_powell Sort of how I feel about it too. I look at how new the mgmt team is in the big picture v. total comp. I get the impression that their level of ownership compared to personal net worth is actually relatively substantial"
X Link 2025-08-16T15:29Z [---] followers, [--] engagements
"@ValueStalker Question. what's the moratorium Once you convert need to wait [--] years to sell"
X Link 2025-08-21T14:57Z [---] followers, [---] engagements
"@CedarStResearch @wabuffo I dont know. I guess And you could be right - maybe something more going on. But I believe it's just what mgmt is saying. Had to go back pretty far takes some time working through it and making sure they're doing it right"
X Link 2025-08-30T17:10Z [---] followers, [--] engagements
"@CedarStResearch @wabuffo Also looks like shares o/s down another 300k or so since earnings as of August [--]. probably not buying in shares w any sort of material accounting issue unless you believe mgmt are bad actors"
X Link 2025-08-30T17:12Z [---] followers, [--] engagements
"@JeffMacke Peloton Shirts Also Under Pressure"
X Link 2025-10-02T05:16Z [---] followers, [--] engagements
"@ValueStalker Any updated thoughts on $LRFC Company is pretty quiet quarter to quarter"
X Link 2023-02-10T17:27Z [---] followers, [---] engagements
"@dkl1897 Help a poor boy who isn't following this out. How are we getting to $3.22/sh for $GDRZF"
X Link 2023-05-01T10:58Z [---] followers, [---] engagements
"@PhilTimyan @MaxfieldOnBanks @TimyanBankAlert @AmerantBank @colarion @oddballstocks @alluvialcapital @hazak1234 Is there any reason $CFST can't continue this run Still looks undervalued to me"
X Link 2023-05-02T12:52Z [---] followers, [---] engagements
"@Keubiko @quakes99 We all know the rules when you pump your stock via a promoted tweet. Gonna guess there's no discoverable uranium here. $SKRR.V $SKKRF The next BIG story in the Athabasca Basin Sherman Dahl from SKRR Exploration speaks with Dev Randhawa from F3 Uranium on the recent LOI to acquire up to a 70% interest in F3's Clearwater West Project located in Saskatchewan. The next BIG story in the Athabasca Basin Sherman Dahl from SKRR Exploration speaks with Dev Randhawa from F3 Uranium on the recent LOI to acquire up to a 70% interest in F3's Clearwater West Project located in"
X Link 2023-05-03T21:16Z [---] followers, [---] engagements
"Same playbook on $PACW tomorrow Sold $FRC 5.5/6.5 May [--] call spreads for $.12/pop Sold $FRC 5.5/6.5 May [--] call spreads for $.12/pop"
X Link 2023-05-03T21:19Z [---] followers, [---] engagements
"@StockJabber Been looking at this as well. Good start is to simply look at principals who have blown up a BDC previously. Primary reason I stayed away from $LRFC and the Mount Logan complex. Prob a lot of these managers out there"
X Link 2023-05-03T23:39Z [---] followers, [---] engagements
"@LionheartInves1 @capital_rainbow Any of these profitable"
X Link 2023-05-20T19:07Z [---] followers, [---] engagements
"@ClarkSquareCap $GDRZF - claim against Venezuala for $1.1B. Shoukd trade $10/sh once Citgo sells in mid-2024. SCOTUS cert review is final hurdle - and I'd guess there's a 99% chance they deny cert"
X Link 2023-08-29T13:56Z [---] followers, [----] engagements
"So $NLOP $SRG $STHO. I assume more I GET that some of these assets differ substantially from one another - office retail multi etc. But. it certainly feels like everyone and their brother in CRE/REIT space are spinning off "great deals" pretty haphazardly"
X Link 2024-02-11T02:16Z [---] followers, [---] engagements
"10% of the way there. lets see something sub $1 on $APEUF and I'll come back and be a #trussboi Sold $AEP.V after this tiny hot streak. Ready for all the hate haters. I still think it's a homerun long term given "sEcUlAr tAiLwInDs" but valuation feels stretched. Can buy a private truss manufacturer for what Like 3x EBITDA Would love for this to pull back 20% Sold $AEP.V after this tiny hot streak. Ready for all the hate haters. I still think it's a homerun long term given "sEcUlAr tAiLwInDs" but valuation feels stretched. Can buy a private truss manufacturer for what Like 3x EBITDA Would love"
X Link 2024-03-09T11:36Z [---] followers, [---] engagements
"Added to $CASH Pathward today"
X Link 2025-10-16T16:49Z [---] followers, [---] engagements
"$LION MICHAEL - in theaters April [--] [----] #MichaelMovie https://t.co/CzmEuwTcFi MICHAEL - in theaters April [--] [----] #MichaelMovie https://t.co/CzmEuwTcFi"
X Link 2025-11-06T20:33Z [---] followers, [---] engagements
"Im not very good at this. sold my $THS position on Friday [--] hour before the close"
X Link 2025-11-10T12:22Z [---] followers, [---] engagements
"Can anyone explain $NN to me without using words like spectrum or broadband"
X Link 2025-11-13T00:21Z [---] followers, [----] engagements
"Bought more $CASH today (Pathward)"
X Link 2025-11-17T21:59Z [---] followers, [---] engagements
"Sold all of my $ZIM today"
X Link 2025-11-26T03:30Z [---] followers, [---] engagements
"$GDOT $CASH I honestly have no idea if this is good or bad news for Pathward which I have a large position in. Less competition but it seems quite a bit of regulatory heat; which in my view is really the key risk to the space (silly things like bad loans aside). $GDOT - Green Dot Corporation Class A Common Stock $0.001 par value - 10Q - Updated Risk Factors Green Dots 10-Q risk factors now spotlight heavy reliance on a single BaaS partner and Walmart contract and competitive threats tech and regulatory disruption a $44M Fed penalty https://t.co/lKI8LrlU49 $GDOT - Green Dot Corporation Class A"
X Link 2025-11-26T11:44Z [---] followers, [---] engagements
"@Biohazard3737 Honestly this chart also makes me wanna short $COST"
X Link 2025-11-30T00:27Z [---] followers, [---] engagements
"@BULLReturns I feel like this is $BAK right now but it makes my stomach hurt buying it"
X Link 2025-12-26T17:40Z [---] followers, [---] engagements
"@PurpleDrink_LLC Imagine Josh Allen with the Eagles offense Smith/Brown/Dotson/Goedert vs. Shakir/Palmer/Shavers/Kincaid"
X Link 2025-12-27T01:30Z [---] followers, [--] engagements
"@sgdadinvest Got it. You and I may just have different return profiles I can see low $30s possibly. But even at $28 thats like a 15-16% return from here. Ill take that with limited downside risk and clarity before end of the month on price"
X Link 2026-01-04T00:09Z [---] followers, [--] engagements
"@puppyeh1 NCLs appear high. Do you believe their underwriting is sound"
X Link 2026-01-05T10:50Z [---] followers, [---] engagements
"$LION Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] https://t.co/k3rcWRJSvq Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] https://t.co/k3rcWRJSvq"
X Link 2026-01-10T12:22Z [---] followers, [---] engagements
"@SmallCapSnipa $CENX has [---] MW available for sale"
X Link 2026-01-11T23:38Z [---] followers, [--] engagements
"@fcfyplusg I still like it at $85. Sub 10x p/e. 30%+ ROATE. 2%+ ROAA. NCOs under control. Few billion in headroom still before Durbin matters. Buybacks are still the most efficient use of capital on almost every metric. The business is eating itself"
X Link 2026-01-24T04:56Z [---] followers, [--] engagements
"@fcfyplusg Ill start with [--] first. ROATE mechanically increases as the equity shrinks. Higher ROATE = higher sustainable earnings = IRR support even at higher prices. EPS is compounding as the stock price increases. So yeah of course if you bought [--] hours ago your IRR is better"
X Link 2026-01-24T05:44Z [---] followers, [--] engagements
"@fcfyplusg But low to mid-teens IRR from here without changing anything. Im personally fine w that. Throw in any flavor of organic EPS acceleration on top of buybacks or multiple expansion that differentiates this from a true bank and youre doing even better"
X Link 2026-01-24T05:47Z [---] followers, [--] engagements
"@fcfyplusg I do believe theyve got levers with [--] and [--]. They could grow the HFI loan book by 50% and be fine w Durbin. But yes at some point theyre capped with that. It leaves no option but to pivot to [--] - if you cant hold loans you have to sell them. Thats what I tell myself lol"
X Link 2026-01-24T05:50Z [---] followers, [---] engagements
"@fcfyplusg Yes this is one possible end game if they hit the Durbin cap and then cant find any way to grow the fee income side. I dont believe we are there yet. Mid-teens IRR is my assumption. But yes youre buying near term return knowing theres fewer growth options. Youre not wrong"
X Link 2026-01-24T12:37Z [---] followers, [---] engagements
"@Eli_Albrecht Close the laptop and skate man. yolo"
X Link 2026-01-25T12:19Z [---] followers, [--] engagements
"@contrarian8888 Looks interesting. Im struggling to understand the proportional equity product through RealCo. Is $blne just getting fee income in the trx or do they participate in the equity upside If participating isnt this super capital intensive w/ lack of payback period visibility"
X Link 2026-01-26T00:09Z [---] followers, [---] engagements
"@contrarian8888 Super helpful thank you"
X Link 2026-01-26T00:28Z [---] followers, [---] engagements
"@fcfyplusg Growth comes from three key areas (there are more): [--]. Continued turnover of the asset base into higher return loans [--]. Balance sheet velocity referenced in the earnings call a few times - high turnover fee income generating HFS loans [--]. Buying in shares at absurd prices"
X Link 2026-01-24T04:59Z [---] followers, [--] engagements
"@fcfyplusg As with all banks credit risk and regulatory risk are the boogeymen"
X Link 2026-01-24T05:01Z [---] followers, [--] engagements
"@Schornack Its better than nothing As a risk mitigant youd really like to block the traffic further upstream. Hubspot reporting can pick up at least some of the noise to ensure the marketing spend is worthwhile. Beyond traffic have you seen account opens Get a Digital person"
X Link 2026-01-27T14:37Z [---] followers, [--] engagements
"@jonahmanning your exec search specialities arent in the areas Im qualified for - wondering who you would recommend for financial services exec search"
X Link 2026-01-29T20:05Z [---] followers, [--] engagements
"Bought a small amount of $CZBS. just wake up in [--] years and hope it outperformed the market"
X Link 2025-04-08T13:51Z [---] followers, [---] engagements
"Pathward with another great quarter $CASH"
X Link 2026-01-23T15:00Z [---] followers, [---] engagements
"@scrancap81 Didnt they already basically provide earnings in prior call Curious what your view is that would result in such a large drawdown . Asking as Id prefer not to lose 15% in a day haha"
X Link 2026-02-02T18:37Z [---] followers, [--] engagements
"@crypto_sim I dont know who @TheBenSchmark is in the real world; but so early to so many recent great ideas - $ACMR $CENX $CMPO No reason both names you gave cant be winners but theres track record here that I certainly wouldnt gloat against because of [--] weeks of relative performance"
X Link 2026-02-14T00:57Z [---] followers, [--] engagements
"Now that buybacks are picking up I have a small $CPHRF position @atelicinvest @babykswanson And it is blindingly cheap. But capital allocation issues imo. They talk M&A a lot. Hard to believe that makes sense at 2x EV/FCF. Just buy back shares. @atelicinvest @babykswanson And it is blindingly cheap. But capital allocation issues imo. They talk M&A a lot. Hard to believe that makes sense at 2x EV/FCF. Just buy back shares"
X Link 2023-11-10T19:49Z [---] followers, [---] engagements
"I may eat my words later but thank you to whoever is selling me $CPHRF at these levels"
X Link 2024-01-19T16:26Z [---] followers, [----] engagements
"@evfcfaddict $cphrf"
X Link 2024-02-21T17:26Z [---] followers, [----] engagements
"$CWAN sitting right there for you tomorrow Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit. https://t.co/3J3SeElrXL Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit. https://t.co/3J3SeElrXL"
X Link 2026-01-23T02:11Z [---] followers, [---] engagements
"@Aureliusltd28 Why not $FOUR"
X Link 2026-02-11T20:19Z [---] followers, [---] engagements
"Sold Pathward $CASH today. owned it in various size for [--] years Bought $FOUR purely because its cheap (so Im sure Ill lose money somehow) Pathward with another great quarter $CASH Pathward with another great quarter $CASH"
X Link 2026-02-09T22:23Z [---] followers, [---] engagements
"@CVCResearch Willing to expand on your thoughts on $SPT"
X Link 2026-02-14T03:42Z [---] followers, [--] engagements
"I just feel like $FISV is going to dump into the $30-40 range at some point in 1H [----] and will be an amazing buy at that price"
X Link 2026-02-15T01:00Z [---] followers, [---] engagements
"Today wasnt ideal"
X Link 2026-02-12T20:34Z [---] followers, [--] engagements
".@AnthemBCBS_News @AnthemBCBS @NYDFS Anthem BCBS why are denying my [--] year old a procedure that will save his vision NY State insurance law requires a specialty peer to peer review and you continue to violate this law. #MedTwitter"
X Link 2026-02-11T15:33Z [----] followers, 52.3K engagements
"Sold Pathward $CASH today. owned it in various size for [--] years Bought $FOUR purely because its cheap (so Im sure Ill lose money somehow) Pathward with another great quarter $CASH Pathward with another great quarter $CASH"
X Link 2026-02-09T22:23Z [---] followers, [---] engagements
"Pathward with another great quarter $CASH"
X Link 2026-01-23T15:00Z [---] followers, [---] engagements
"$CWAN sitting right there for you tomorrow Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit. https://t.co/3J3SeElrXL Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit. https://t.co/3J3SeElrXL"
X Link 2026-01-23T02:11Z [---] followers, [---] engagements
"Buried in the Thoma Bravo interview: Some public software companies are now unbuyable because SBC is so excessive PE cant afford to cash it out If SBC eats the equity PE isnt your exit"
X Link 2026-01-22T22:02Z 44K followers, 146.4K engagements
"Sad. This one was taken from us too soon"
X Link 2026-01-23T12:58Z [---] followers, [--] engagements
"Wow I wish I sized $TRUE larger. Sold at $2.53"
X Link 2026-01-21T14:34Z [---] followers, [---] engagements
"$LION Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] https://t.co/k3rcWRJSvq Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] https://t.co/k3rcWRJSvq"
X Link 2026-01-10T12:22Z [---] followers, [---] engagements
"Mel Gibson Spent [--] years writting the sequel to the Passion of the Christ with help from theologians & historians to ensure biblical accuracy. Filming began August [----] in Italy. The first part will premiere on Good Friday March [--] [----] and the second will be released [--] days later on Ascension Day May [--]. This could be one of the most ambitious Christian films ever made. https://twitter.com/i/web/status/2009412758207426806 https://twitter.com/i/web/status/2009412758207426806"
X Link 2026-01-08T23:51Z 451.5K followers, 4.2M engagements
"The Housemaid earned $15.2 million over the weekend a barely-there 1% dip from the prior weekend. The R-rated film starring Sydney Sweeney and Amanda Seyfried has earned an impressive $75.7 million in North America and $133 million worldwide against a $35 million budget. http://bit.ly/4bgWoos http://bit.ly/4bgWoos"
X Link 2026-01-04T18:25Z 3.1M followers, 262.4K engagements
"RT @TheBenSchmark: Morgan Stanley: As a result we believe alternative bids may come during the go-shop period which expires on January 2"
X Link 2026-01-02T21:06Z [---] followers, [--] engagements
"Morgan Stanley: As a result we believe alternative bids may come during the go-shop period which expires on January 23rd. $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN"
X Link 2025-12-23T15:50Z [----] followers, [----] engagements
"Reuters: Permira Warburg near $8.4 billion deal for Clearwater Analytics sources say Lets see what Starboard has to say about the price $CWAN Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf Waters cleared for $CWAN deal as Warburg & Permira (within weeks) in the mix with Starboard on deck. $30/share doesnt seem implausible https://t.co/hdzmTOeJcf"
X Link 2025-12-21T19:25Z [----] followers, [----] engagements
"Lol holy shi* I thought this was a parody account Read the room man Happy Kwanzaa Minnesota Gwen and I are wishing all who celebrate a wonderful week of warmth health and unity. Happy Kwanzaa Minnesota Gwen and I are wishing all who celebrate a wonderful week of warmth health and unity"
X Link 2025-12-27T19:59Z [---] followers, [---] engagements
"Happy Kwanzaa Minnesota Gwen and I are wishing all who celebrate a wonderful week of warmth health and unity"
X Link 2025-12-26T18:34Z 613.3K followers, 646.7K engagements
"$GDOT $CASH I honestly have no idea if this is good or bad news for Pathward which I have a large position in. Less competition but it seems quite a bit of regulatory heat; which in my view is really the key risk to the space (silly things like bad loans aside). $GDOT - Green Dot Corporation Class A Common Stock $0.001 par value - 10Q - Updated Risk Factors Green Dots 10-Q risk factors now spotlight heavy reliance on a single BaaS partner and Walmart contract and competitive threats tech and regulatory disruption a $44M Fed penalty https://t.co/lKI8LrlU49 $GDOT - Green Dot Corporation Class A"
X Link 2025-11-26T11:44Z [---] followers, [---] engagements
"$GDOT - Green Dot Corporation Class A Common Stock $0.001 par value - 10Q - Updated Risk Factors Green Dots 10-Q risk factors now spotlight heavy reliance on a single BaaS partner and Walmart contract and competitive threats tech and regulatory disruption a $44M Fed penalty new brokered deposit rule risks expanded compliance and litigation exposure debt constraints goodwill impairment and new risks from stockholder activism and speculative guidance. #BankingAsAService #StockholderActivism #LitigationExposure #RegulatoryRisk #RetailPartnership 🟢 Added 🟠Removed"
X Link 2025-11-11T00:25Z [----] followers, [---] engagements
"Sold all of my $ZIM today"
X Link 2025-11-26T03:30Z [---] followers, [---] engagements
"Bought more $CASH today (Pathward)"
X Link 2025-11-17T21:59Z [---] followers, [---] engagements
"Can anyone explain $NN to me without using words like spectrum or broadband"
X Link 2025-11-13T00:21Z [---] followers, [----] engagements
"Im not very good at this. sold my $THS position on Friday [--] hour before the close"
X Link 2025-11-10T12:22Z [---] followers, [---] engagements
"$LION MICHAEL - in theaters April [--] [----] #MichaelMovie https://t.co/CzmEuwTcFi MICHAEL - in theaters April [--] [----] #MichaelMovie https://t.co/CzmEuwTcFi"
X Link 2025-11-06T20:33Z [---] followers, [---] engagements
"MICHAEL - in theaters April [--] [----] #MichaelMovie"
X Link 2025-11-06T14:00Z 2.2M followers, 53.2M engagements
"Credit deterioration $kre First Brands founder allegedly ran his company as a personal piggy bank How Patrick James spent it (per lawsuit): [--] exotic cars Celebrity personal trainer $3M NYC townhouse (5 years) $500K private chef (this year alone) How he got it: Doctored invoices diverted SPV https://t.co/UuXfv5POF2 First Brands founder allegedly ran his company as a personal piggy bank How Patrick James spent it (per lawsuit): [--] exotic cars Celebrity personal trainer $3M NYC townhouse (5 years) $500K private chef (this year alone) How he got it: Doctored invoices diverted SPV"
X Link 2025-11-04T15:40Z [---] followers, [---] engagements
"First Brands founder allegedly ran his company as a personal piggy bank How Patrick James spent it (per lawsuit): [--] exotic cars Celebrity personal trainer $3M NYC townhouse (5 years) $500K private chef (this year alone) How he got it: Doctored invoices diverted SPV proceeds took $200M of Onset's $1B James: "Categorically denies baseless allegations""
X Link 2025-11-04T15:06Z 44K followers, 52.3K engagements
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