# ![@TeaBagCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1460504697333334016.png) @TeaBagCapital Milton Friedman

Milton Friedman posts on X about $cvna, $cmg, $wba, money the most. They currently have [-----] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1460504697333334016/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460504697333334016/c:line/m:interactions.svg)

- [--] Week [------] -54%
- [--] Month [------] +1,840%
- [--] Months [-------] +85%
- [--] Year [-------] +97%

### Mentions: [--] [#](/creator/twitter::1460504697333334016/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460504697333334016/c:line/m:posts_active.svg)

- [--] Month [--] -67%
- [--] Months [---] -19%
- [--] Year [---] -12%

### Followers: [-----] [#](/creator/twitter::1460504697333334016/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460504697333334016/c:line/m:followers.svg)

- [--] Week [-----] +0.40%
- [--] Month [-----] +4.50%
- [--] Months [-----] +15%
- [--] Year [-----] +45%

### CreatorRank: [-------] [#](/creator/twitter::1460504697333334016/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1460504697333334016/c:line/m:influencer_rank.svg)

### 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)  [automotive brands](/list/automotive-brands)  [us election](/list/us-election)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$cvna](/topic/$cvna) #9, [$cmg](/topic/$cmg), [$wba](/topic/$wba), [money](/topic/money), [cash flow](/topic/cash-flow) #30, [$cprt](/topic/$cprt), [$kmx](/topic/$kmx), [$cava](/topic/$cava), [inflation](/topic/inflation), [$sg](/topic/$sg)

**Top accounts mentioned or mentioned by**
[@bluechip1](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@bubblebeta](/creator/undefined) [@dannyocean555](/creator/undefined) [@whstancil](/creator/undefined) [@valuations](/creator/undefined) [@aarondrockwell](/creator/undefined) [@checksinc](/creator/undefined) [@jenniferbrett15](/creator/undefined) [@lkpreserve](/creator/undefined) [@warcriminalelmo](/creator/undefined) [@hiddemulder2](/creator/undefined) [@garyblack00](/creator/undefined) [@consensusgurus](/creator/undefined) [@mdwainwright](/creator/undefined) [@compoundpapi](/creator/undefined) [@depr248](/creator/undefined) [@silbergleitjr](/creator/undefined) [@hitdawallagain](/creator/undefined) [@partnersroad](/creator/undefined)

**Top assets mentioned**
[Carvana Co. (CVNA)](/topic/$cvna) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Walgreens Boots Alliance Inc (WBA)](/topic/$wba) [Copart, Inc. (CPRT)](/topic/$cprt) [CarMax, Inc (KMX)](/topic/$kmx) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Sweetgreen Inc. (SG)](/topic/$sg) [Five Below, Inc. (FIVE)](/topic/$five) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SafeMoon (SFM)](/topic/$sfm) [Etsy Inc (ETSY)](/topic/$etsy) [Starbucks Corporation (SBUX)](/topic/$sbux) [Planet Fitness, Inc. (PLNT)](/topic/$plnt) [Chewy, Inc. (CHWY)](/topic/$chwy) [Tesla, Inc. (TSLA)](/topic/$tsla) [Dutch Bros, Inc. (BROS)](/topic/$bros) [WOOF (WOOF)](/topic/$woof) [Savers Value Village, Inc. (SVV)](/topic/$svv) [Beacon Roofing Supply, Inc. (BECN)](/topic/$becn) [Wormhole (W)](/topic/$w) [Stericycle Inc (SRCL)](/topic/$srcl) [Warby Parker, Inc. (WRBY)](/topic/$wrby) [Brinker International, Inc. (EAT)](/topic/$eat) [CVS Health Corp (CVS)](/topic/$cvs) [WillScot Mobile Mini Holdings, Corp. (WSC)](/topic/$wsc) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Ritchie Bros. Auctioneers Incorporated (RBA)](/topic/$rba) [Decentral Games (DG)](/topic/$dg) [Unifirst Corp (UNF)](/topic/$unf) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Home Depot, Inc. (HD)](/topic/$hd) [DarkShield Games Studio (DKS)](/topic/$dks) [AutoNation, Inc. (AN)](/topic/$an) [Cintas Corporation (CTAS)](/topic/$ctas) [GMS Inc. (GMS)](/topic/$gms) [Bostrom (BOOT)](/topic/$boot)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@maffei_fake $METAQ"  
[X Link](https://x.com/TeaBagCapital/status/1489045157773205506)  2022-02-03T01:16Z [----] followers, [--] engagements


"If you loved $ETSY at $308 then you probably hate it at $68"  
[X Link](https://x.com/TeaBagCapital/status/1529176588906029058)  2022-05-24T19:04Z [----] followers, [--] engagements


"Age and alpha generation are highly correlated"  
[X Link](https://x.com/TeaBagCapital/status/1532471223996801035)  2022-06-02T21:16Z [----] followers, [--] engagements


"Poor $CHWY. Horrible quarter and DCF = $15 using street estimates that are ridiculously aggressive and going to come down. So sad"  
[X Link](https://x.com/TeaBagCapital/status/1564776776034918400)  2022-08-31T00:47Z [----] followers, [--] engagements


"$CMG is trading at $14 million per taco stand. Buy the burritos not the stock"  
[X Link](https://x.com/anyuser/status/1585041660622381062)  2022-10-25T22:52Z [----] followers, [--] engagements


"$CVS paying $10 bil for a company that owns [---] geriatric clinics. Big purchase price. How does it generate an appropriate return on this investment"  
[X Link](https://x.com/anyuser/status/1623301828824686598)  2023-02-08T12:44Z [----] followers, 20.7K engagements


"Anyone have the unit economics for the clinics $CVS just acquired"  
[X Link](https://x.com/TeaBagCapital/status/1623676827762827268)  2023-02-09T13:34Z [----] followers, [---] engagements


"Stopped paying attention to $AAP a few years ago. Why cant it get its act together"  
[X Link](https://x.com/TeaBagCapital/status/1629249321131466758)  2023-02-24T22:38Z [----] followers, [----] engagements


"Got an email from a friend who is a VC. Portfolio company just raised $50 mil. Guess where it had deposited the capital. He is ready to puke"  
[X Link](https://x.com/TeaBagCapital/status/1634408646745497600)  2023-03-11T04:19Z [----] followers, [---] engagements


"Have seen two recent $PTON store closures (Southwest and Midwest locations). Were these planned"  
[X Link](https://x.com/TeaBagCapital/status/1645571741815816192)  2023-04-10T23:37Z [----] followers, [---] engagements


"What does Ozempic do for pharmacy P&Ls $WBA $CVS"  
[X Link](https://x.com/TeaBagCapital/status/1648041876165914635)  2023-04-17T19:12Z [----] followers, [---] engagements


"If you like the self storage guys at 20x EBITDA the you have to love $WSC at 10x"  
[X Link](https://x.com/TeaBagCapital/status/1650252873433751553)  2023-04-23T21:38Z [----] followers, [----] engagements


"@Dkarbowitz @NotChaseColeman Not sure but I am going with the data on this one"  
[X Link](https://x.com/TeaBagCapital/status/1655399538872467457)  2023-05-08T02:29Z [----] followers, [--] engagements


"Ten years from now will it matter what happened with earnings today from $HD"  
[X Link](https://x.com/TeaBagCapital/status/1658652174547668996)  2023-05-17T01:54Z [---] followers, [--] engagements


"The more you know: $EXP has repurchased over 30% of its stock since [----]. Its wallboard division is generating 40% operating margins and its cement division is doing 25% op margins. Interesting stock"  
[X Link](https://x.com/anyuser/status/1659279971624407040)  2023-05-18T19:29Z [----] followers, [----] engagements


"$CPRT question. Now that $IAA is in more competent hands is it more or less likely to lose share"  
[X Link](https://x.com/TeaBagCapital/status/1659359006446571526)  2023-05-19T00:43Z [----] followers, [----] engagements


"@ComebackCap Keep your eye on California. $CPRT is way over indexed in that state. IAA now has more capacity there. Will be interesting to see what happens. Very profitable volumes in that state"  
[X Link](https://x.com/TeaBagCapital/status/1659362226355011586)  2023-05-19T00:55Z [---] followers, [--] engagements


"$FL when a good manager meets a bad business"  
[X Link](https://x.com/TeaBagCapital/status/1659529183465283586)  2023-05-19T11:59Z [----] followers, [---] engagements


"@ErnestWongBWM @chriswmayer On the other hand how are today's economics at $CPRT's Detroit yard compared to fifteen years ago"  
[X Link](https://x.com/TeaBagCapital/status/1659609685857648650)  2023-05-19T17:19Z [---] followers, [--] engagements


"The consumer slowed meaningfully in early April but has been on fire since mid April. $FL is an $FL issue"  
[X Link](https://x.com/TeaBagCapital/status/1659729990030700544)  2023-05-20T01:17Z [---] followers, [--] engagements


"@lhamtil I remember about [--] years ago $HD announced it was going all in on auto parts. Was a head scratcher"  
[X Link](https://x.com/TeaBagCapital/status/1661178413745426436)  2023-05-24T01:12Z [----] followers, [---] engagements


"@BlueDuckCap I agree with the bearish stance on $DIS but a goodwill write down is Irrelevant for the stock"  
[X Link](https://x.com/TeaBagCapital/status/1663691256503980034)  2023-05-30T23:38Z [---] followers, [--] engagements


"@OurWisconsinRev Now you have the option to move to MN IL or MI to get legally stoned. Enjoy"  
[X Link](https://x.com/TeaBagCapital/status/1663725022202961920)  2023-05-31T01:52Z [---] followers, [--] engagements


"@taylor_d_duran Victory laps in this business are always met with defeat. $TSLA"  
[X Link](https://x.com/TeaBagCapital/status/1667562087365726214)  2023-06-10T15:59Z [----] followers, [--] engagements


"@futureformerJD Buying stocks for yield never makes sense"  
[X Link](https://x.com/TeaBagCapital/status/1674556481432346624)  2023-06-29T23:15Z [---] followers, [--] engagements


"Want to sue Canada for polluting our air. Any lawyer out there willing to do it on a contingency basis"  
[X Link](https://x.com/TeaBagCapital/status/1674580430518099969)  2023-06-30T00:47Z [---] followers, [--] engagements


"@lhamtil @otiscap Hard to image EVs are not a negative for the retailers but they are definitely a positive for $CPRT and IAA. Insurers are quick to scrap them and they weigh a ton so crush other cars when involved in an accident"  
[X Link](https://x.com/TeaBagCapital/status/1675708615766818818)  2023-07-03T03:30Z [---] followers, [--] engagements


"A new study involving the entire adult population of Denmark found a clear link between cannabis abuse and mental illness writes Susan Pinker"  
[X Link](https://x.com/TeaBagCapital/status/1677986741909884928)  2023-07-10T15:02Z [---] followers, [----] engagements


"@texasrunnerDFW @GypsyD24 Disney is a Disney problem"  
[X Link](https://x.com/TeaBagCapital/status/1678571005596377088)  2023-07-11T01:04Z [----] followers, [---] engagements


"@rhunterh $ETSY and $W have similar market caps. Lol"  
[X Link](https://x.com/TeaBagCapital/status/1690127638931685376)  2023-08-11T22:26Z [---] followers, [--] engagements


"Why Doesn't $WBA go directly to the insurance companies and cut out the PBMs"  
[X Link](https://x.com/TeaBagCapital/status/1692276570793136279)  2023-08-17T20:45Z [----] followers, [---] engagements


"@ecommerceshares @Investor_NICK_ Reckless usage of stock comp. Management needs to go. $ETSY"  
[X Link](https://x.com/TeaBagCapital/status/1692641860798345562)  2023-08-18T20:57Z [---] followers, [---] engagements


"@W_Scott_Griffin $MTN $VMC $MLM $SRCL"  
[X Link](https://x.com/TeaBagCapital/status/1693105587507151263)  2023-08-20T03:40Z [---] followers, [---] engagements


"$DKS. $100 for a long"  
[X Link](https://x.com/TeaBagCapital/status/1694058097235444114)  2023-08-22T18:44Z [---] followers, [---] engagements


"Looks like we are back to the part of the market where stock splits create value. Youth wasted on the young"  
[X Link](https://x.com/TeaBagCapital/status/1694457177707000210)  2023-08-23T21:10Z [---] followers, [---] engagements


"$CVNA back to having a larger enterprise value than $KMX. Lol"  
[X Link](https://x.com/TeaBagCapital/status/1695180949342802268)  2023-08-25T21:06Z [----] followers, [---] engagements


"@DonMiami3 @MacroEdgeRes Population up 15% over that time. Adjust for this and still meaningfully more openings today"  
[X Link](https://x.com/TeaBagCapital/status/1695583614216343723)  2023-08-26T23:46Z [---] followers, [---] engagements


"One year from now inflation will be non existent real rates will be lower and real GDP growth will be running at a sustained rate of 1% to 2%"  
[X Link](https://x.com/TeaBagCapital/status/1695619743787425958)  2023-08-27T02:10Z [----] followers, [---] engagements


"Someone talk me out of taking a big position in $WBA"  
[X Link](https://x.com/TeaBagCapital/status/1696267525980377352)  2023-08-28T21:04Z [----] followers, [----] engagements


"@AnansiStocks @OpenOutcrier They should buy $PETS"  
[X Link](https://x.com/TeaBagCapital/status/1697421396027047987)  2023-09-01T01:29Z [---] followers, [---] engagements


"What is next for $CVNA It just blew its wad on a refi that converted interest expense into principal payments and the stock price now implies a serious ramp in volumes. $18 billion enterprise value. Bigger than $KMX. Yikes"  
[X Link](https://x.com/TeaBagCapital/status/1697710747634036838)  2023-09-01T20:39Z [----] followers, [---] engagements


"$WBA math: MVE: $20b Net Debt: $9b PV opioid settlement: $3b $ABC stock: $3b EV: $29b HC assets @ cost: $10b Intl assets: $10b Intl op income: $0.8b US assets (implied): $9b US op income: $3b"  
[X Link](https://x.com/TeaBagCapital/status/1698146946320310292)  2023-09-03T01:32Z [----] followers, [---] engagements


"Why did $WBA CEO and CFO move on They invested $17 billion in capital since she arrived and operating profit is flat over this period. FLAT. A competent CEO would have doubled op inc with that massive investment. The Board needs to go as well. Decades of destruction"  
[X Link](https://x.com/anyuser/status/1698452960089461167)  2023-09-03T21:48Z [----] followers, [----] engagements


"@TheBondFreak @JackFarley96 @RJWholeLoans Deflation incoming. Rates going a lot lower. Crisis averted"  
[X Link](https://x.com/TeaBagCapital/status/1699207854836576314)  2023-09-05T23:48Z [---] followers, [--] engagements


"Don't hear much about $ROL these days"  
[X Link](https://x.com/TeaBagCapital/status/1699753899312165185)  2023-09-07T11:58Z [----] followers, [---] engagements


"@Integrity4mkts What does that multiple imply for the value of $CVNA"  
[X Link](https://x.com/TeaBagCapital/status/1700132451148796106)  2023-09-08T13:02Z [---] followers, [---] engagements


"@MetacriticCap @CCM_Brett $400B. $WMTs market cap"  
[X Link](https://x.com/TeaBagCapital/status/1700311262712733731)  2023-09-09T00:52Z [---] followers, [--] engagements


"@ValueStockGeek Cut rates to 2% to 3% and grow money supply by 4% per year"  
[X Link](https://x.com/TeaBagCapital/status/1700489412553916659)  2023-09-09T12:40Z [---] followers, [--] engagements


"@fly4dat Strange. Dont know too many $1 trillion market cap companies that need to raise capital"  
[X Link](https://x.com/TeaBagCapital/status/1701367709127037033)  2023-09-11T22:50Z [---] followers, [---] engagements


"@mistman78 @mikej36 It is behaving exactly as it should. Inflation is when the prices of ALL goods and services are increasing. Inflation is over. Will be talking about deflation in 2024"  
[X Link](https://x.com/TeaBagCapital/status/1702285685825077573)  2023-09-14T11:38Z [---] followers, [--] engagements


"Used car dealer stocks acting as if a temporary stoppage of new car output will be perpetual. LOL. $KMX $AN $CVNA $VRM"  
[X Link](https://x.com/TeaBagCapital/status/1702414949174137297)  2023-09-14T20:12Z [----] followers, [---] engagements


"Levering the balance sheet is the last thing that a cyclical furniture retailer should do"  
[X Link](https://x.com/TeaBagCapital/status/1702801991032823835)  2023-09-15T21:50Z [---] followers, [----] engagements


"@UnicusResearch $CPRT $RBA"  
[X Link](https://x.com/TeaBagCapital/status/1703467669742084470)  2023-09-17T17:55Z [---] followers, [--] engagements


"What happens when you have the same amount of money chasing fewer goods and services You get inflation. The Fed is slowing the economy (reducing output) by raising rates. Inflationary unless it reduces money supply. Back asswards. Ban the Fed"  
[X Link](https://x.com/TeaBagCapital/status/1704315062591074697)  2023-09-20T02:02Z [---] followers, [---] engagements


"@taylor_d_duran Government spending means less private spending"  
[X Link](https://x.com/anyuser/status/1704326409848582469)  2023-09-20T02:47Z [--] followers, [--] engagements


"@ContrarianShort @gurgavin Should be cutting rates if oil goes vertical. Higher oil prices are a tax on the consumer"  
[X Link](https://x.com/TeaBagCapital/status/1704562406603571660)  2023-09-20T18:25Z [---] followers, [--] engagements


"Started shorting $CHWY in the $80s and kept going until it topped. Covered a few weeks ago at $20. Pissed I didnt get the bottom. Different form of regret everyday in this business. Chewy shares all time low. From $120 to $18 in two years. $CHWY 🐶 https://t.co/stcJ3erR7q Chewy shares all time low. From $120 to $18 in two years. $CHWY 🐶 https://t.co/stcJ3erR7q"  
[X Link](https://x.com/TeaBagCapital/status/1704674904899997941)  2023-09-21T01:52Z [----] followers, [---] engagements


"How will the GLP-1s impact the overloaded sugar drinks at $SBUX"  
[X Link](https://x.com/TeaBagCapital/status/1704912476331016492)  2023-09-21T17:36Z [---] followers, [---] engagements


"@Wwcap2 @wabuffo Increased output without a change in money supply is deflationary"  
[X Link](https://x.com/TeaBagCapital/status/1704933487818510476)  2023-09-21T18:59Z [---] followers, [--] engagements


"Everyone is talking about higher for longer as we are standing on deflation's doorstep. Typical"  
[X Link](https://x.com/TeaBagCapital/status/1704975468099719644)  2023-09-21T21:46Z [---] followers, [---] engagements


"@Robber_Baroness Money supply is shrinking. Will overwhelm the noise from UAW"  
[X Link](https://x.com/TeaBagCapital/status/1705013054151258254)  2023-09-22T00:16Z [---] followers, [--] engagements


"@jasonfurman @crampell When is the last time we had a shrinking money supply"  
[X Link](https://x.com/TeaBagCapital/status/1705047179155382597)  2023-09-22T02:31Z [---] followers, [---] engagements


"A friendly reminder to all the amateurs out there. You can't have inflation when money supply is shrinking"  
[X Link](https://x.com/TeaBagCapital/status/1705298992039383056)  2023-09-22T19:12Z [---] followers, [---] engagements


"@UpslopeCapital Yes. 40% of my long portfolio is pricing in perpetual decline in cash flow. Extraordinary gains ensue the few times this has happened in the past (been doing this for [--] years). Ridiculous value in small cap land"  
[X Link](https://x.com/TeaBagCapital/status/1705563334194409950)  2023-09-23T12:42Z [---] followers, [--] engagements


"Why isnt $SBUX a short"  
[X Link](https://x.com/TeaBagCapital/status/1705711287777231145)  2023-09-23T22:30Z [---] followers, [---] engagements


"Shorting $SBUX based on this tweet"  
[X Link](https://x.com/TeaBagCapital/status/1705762568600441203)  2023-09-24T01:54Z [---] followers, [--] engagements


"Deflation secured. Treasury Yields Are Headed Even Higher. Stocks Wont Like It"  
[X Link](https://x.com/TeaBagCapital/status/1705899843988668552)  2023-09-24T10:59Z [---] followers, [--] engagements


"Biden's America"  
[X Link](https://x.com/anyuser/status/1706750721570287946)  2023-09-26T19:20Z [--] followers, [--] engagements


"The stock market is the ultimate gas lighter"  
[X Link](https://x.com/TeaBagCapital/status/1706801941198573859)  2023-09-26T22:44Z [----] followers, [---] engagements


"The $IWM has a 10-year CAGR of a whopping 5%. Odds are good that it will outperform over the next ten years"  
[X Link](https://x.com/TeaBagCapital/status/1706863686336340029)  2023-09-27T02:49Z [----] followers, [---] engagements


"Had $CMG for dinner. Absolute garbage. Tragic"  
[X Link](https://x.com/TeaBagCapital/status/1707065442915827942)  2023-09-27T16:11Z [----] followers, [---] engagements


"Unusually large decline in inventory at $CVNA. Liquidating inventory through wholesale Desperate to move metal"  
[X Link](https://x.com/anyuser/status/1707074587568026005)  2023-09-27T16:47Z [--] followers, [---] engagements


"@scroogecapital Buyout or no buyout. You should be ashamed of yourself for owning that"  
[X Link](https://x.com/anyuser/status/1707380686540202080)  2023-09-28T13:04Z [--] followers, [---] engagements


"@BarrySchwartzBW Would be higher but for difficult weather in Australia and soft summer travel at US resorts"  
[X Link](https://x.com/TeaBagCapital/status/1707547831567794202)  2023-09-29T00:08Z [---] followers, [---] engagements


"$GNRC portable generators at $OLLI. 👀"  
[X Link](https://x.com/TeaBagCapital/status/1707747354038735016)  2023-09-29T13:21Z [----] followers, [---] engagements


"@moneydiscourse It should just sell the company to Cigna. $WBA"  
[X Link](https://x.com/TeaBagCapital/status/1707757497832939783)  2023-09-29T14:01Z [----] followers, [---] engagements


"$MTN. Interesting situation. Adjusted for its cost of equity and it is trading at same price as when it collapsed during Covid. Valuable assets. Not making any more mountains"  
[X Link](https://x.com/TeaBagCapital/status/1707863851968991640)  2023-09-29T21:04Z [----] followers, [---] engagements


"20% short interest in $PETS. Ballsy"  
[X Link](https://x.com/TeaBagCapital/status/1708899764438212657)  2023-10-02T17:40Z [---] followers, [---] engagements


"@dalibali2 @valuations_ How much did operating profit grow during the five years pre Covid"  
[X Link](https://x.com/TeaBagCapital/status/1708902982580867267)  2023-10-02T17:53Z [---] followers, [--] engagements


"Smart guy but he mistakenly put a [--] in front of the 3"  
[X Link](https://x.com/TeaBagCapital/status/1709036655242293385)  2023-10-03T02:44Z [---] followers, [---] engagements


"@caroljsroth Paid $30 for two burrito bowls at $CMG tonight. Actually tasted ok for once but not worth $30"  
[X Link](https://x.com/TeaBagCapital/status/1709044762152407269)  2023-10-03T03:16Z [---] followers, [--] engagements


"Money fleeing to the safe haven known as $WBA"  
[X Link](https://x.com/TeaBagCapital/status/1709224569893011861)  2023-10-03T15:11Z [----] followers, [---] engagements


"How do you get inflation when money supply is shrinking"  
[X Link](https://x.com/TeaBagCapital/status/1709225903526412606)  2023-10-03T15:16Z [---] followers, [---] engagements


"As the Fed shrinks its balance sheet. Lol"  
[X Link](https://x.com/TeaBagCapital/status/1709916983632834760)  2023-10-05T13:02Z [---] followers, [---] engagements


"Bought $OLLI a few years ago after it collapsed. Time to say goodbye. Swap it for $DG"  
[X Link](https://x.com/TeaBagCapital/status/1709953856711405687)  2023-10-05T15:29Z [----] followers, [----] engagements


"Someone correct me if I am wrong. It looks like during the five years prior to covid $DG grew operating income by a mere 4.5% per year. Weak"  
[X Link](https://x.com/TeaBagCapital/status/1710045248716472450)  2023-10-05T21:32Z [----] followers, [---] engagements


"To make matters worse the kitchen was absolutely filthy. Store should be condemned. $CMG"  
[X Link](https://x.com/TeaBagCapital/status/1710121260644970883)  2023-10-06T02:34Z [---] followers, [---] engagements


"Why are jobs growing but wages aren't Money supply is now longer growing. Always about money supply. Higher rates will ultimately cut off supply which will lead to the same amount of money chasing fewer goods - inflationary. Powell will confirm idiot status if he raises"  
[X Link](https://x.com/TeaBagCapital/status/1710280375480598599)  2023-10-06T13:06Z [---] followers, [---] engagements


"Not complicated. You win by being a differentiator or low-cost leader. You can't be a differentiator and be mass simultaneously. $CMG worked when it was much smaller with higher quality product. Too big now for quality. Game over"  
[X Link](https://x.com/TeaBagCapital/status/1710281316145504363)  2023-10-06T13:10Z [---] followers, [---] engagements


"CNBC: "Strong jobs and strong economy lead to inflation". Lol"  
[X Link](https://x.com/TeaBagCapital/status/1710294925110092180)  2023-10-06T14:04Z [----] followers, [---] engagements


"$SBUX is a short if the weight-loss drugs are taking over the world. Actually probably still a short without it"  
[X Link](https://x.com/TeaBagCapital/status/1710301384178802719)  2023-10-06T14:30Z [---] followers, [----] engagements


"Why doesn't $AMZN buy $WOOF"  
[X Link](https://x.com/TeaBagCapital/status/1710363136228757958)  2023-10-06T18:35Z [---] followers, [---] engagements


"@PythiaR Is it DEFAULT risk free"  
[X Link](https://x.com/TeaBagCapital/status/1710416596596855270)  2023-10-06T22:07Z [---] followers, [---] engagements


"@PythiaR Risk free from default risk aint what it used to be"  
[X Link](https://x.com/TeaBagCapital/status/1710717826229506539)  2023-10-07T18:04Z [---] followers, [--] engagements


"As I have been saying. Short $CMG Chipotle fans slam price hikes declining quality: Doesnt hit the way it used to https://t.co/DpNzZopBth https://t.co/WHIje65BTC Chipotle fans slam price hikes declining quality: Doesnt hit the way it used to https://t.co/DpNzZopBth https://t.co/WHIje65BTC"  
[X Link](https://x.com/TeaBagCapital/status/1710868160100880556)  2023-10-08T04:02Z [----] followers, [---] engagements


"@sinstockpapi Industrial products and building materials distribution"  
[X Link](https://x.com/TeaBagCapital/status/1711077790378783229)  2023-10-08T17:55Z [----] followers, [---] engagements


"@ComebackCap @sinstockpapi $WSC is underrated"  
[X Link](https://x.com/TeaBagCapital/status/1711080739951776210)  2023-10-08T18:06Z [---] followers, [---] engagements


"@Upper20sStCap Is $WBA full owned What about $DG $TGT $DIS"  
[X Link](https://x.com/TeaBagCapital/status/1711176867506508283)  2023-10-09T00:28Z [---] followers, [---] engagements


"@gurgavin Not as sad as what the $CMG kitchens look like. Absolute filth"  
[X Link](https://x.com/TeaBagCapital/status/1711185030372786556)  2023-10-09T01:01Z [---] followers, [--] engagements


"There is a non-zero chance that the new $WBA CEO blows up the PBMs by being the CEO of pharmacy chain"  
[X Link](https://x.com/TeaBagCapital/status/1712097710696706495)  2023-10-11T13:27Z [---] followers, [---] engagements


"Does $CMGs ROIC go up or down from here"  
[X Link](https://x.com/anyuser/status/1712281158233321823)  2023-10-12T01:36Z [--] followers, [---] engagements


"Adding to my short position. $SBUX"  
[X Link](https://x.com/TeaBagCapital/status/1712819190501884030)  2023-10-13T13:14Z [---] followers, [---] engagements


"$WBA reported an 86% decline in COVID vaccinations in its most recent quarter. $MRNA Breaking: Pfizer slashing guidance for the year. Stock -5% They blame low Covid vaccine or Paxlovid demand $PFE Moderna falling in sympathy $MRNA Breaking: Pfizer slashing guidance for the year. Stock -5% They blame low Covid vaccine or Paxlovid demand $PFE Moderna falling in sympathy $MRNA"  
[X Link](https://x.com/TeaBagCapital/status/1712944318942494926)  2023-10-13T21:32Z [----] followers, [---] engagements


"The equal weight S&P500 $RSP has gone nowhere since Biden took office. Elections have consequences"  
[X Link](https://x.com/TeaBagCapital/status/1713702418670551343)  2023-10-15T23:44Z [---] followers, [---] engagements


"$WBA $CVS and $RAD will be closing thousands of stores yet the pharmacists plan on going on strike. Lol. The market for pharmacist salaries is going a lot lower. Rite Aid filed for bankruptcy and is closing hundreds of stores $RAD Rite Aid filed for bankruptcy and is closing hundreds of stores $RAD"  
[X Link](https://x.com/TeaBagCapital/status/1713740459774812498)  2023-10-16T02:15Z [----] followers, [----] engagements


"Increasing output while maintaining money supply will help fight inflation. Powell is trying to reduce output which is inflationary. Misguided or intentional"  
[X Link](https://x.com/TeaBagCapital/status/1715198957649854917)  2023-10-20T02:51Z [---] followers, [---] engagements


"What is the bull case for $MCW"  
[X Link](https://x.com/TeaBagCapital/status/1715370983102488991)  2023-10-20T14:14Z [----] followers, [---] engagements


"$MRNA BREAKING: You can now sue the mRNA COVID vaccine" manufacturers for damages and the FDA is required to take the COVID vaccines off the market. This is YUGE https://t.co/keIvGNRimU BREAKING: You can now sue the mRNA COVID vaccine" manufacturers for damages and the FDA is required to take the COVID vaccines off the market. This is YUGE https://t.co/keIvGNRimU"  
[X Link](https://x.com/TeaBagCapital/status/1716232001357832400)  2023-10-22T23:16Z [----] followers, [---] engagements


"$CMG said it is not seeing any impact from Ozempic. How the hell would they know if it were impacting sales LOL"  
[X Link](https://x.com/anyuser/status/1717648418116440083)  2023-10-26T21:04Z [----] followers, [----] engagements


"@buysidebogey Stock price too high food prices too high and food quality too low. What could go wrong $CMG"  
[X Link](https://x.com/TeaBagCapital/status/1717660534680482244)  2023-10-26T21:52Z [---] followers, [---] engagements


"@axecap95 @buysidebogey Unit growth and food quality are inversely related. $CMG"  
[X Link](https://x.com/TeaBagCapital/status/1717715442871968074)  2023-10-27T01:30Z [---] followers, [--] engagements


"@taylor_d_duran @Convertbond Money supply is shrinking. Inflation is yesterdays news"  
[X Link](https://x.com/TeaBagCapital/status/1718082107421933954)  2023-10-28T01:47Z [---] followers, [--] engagements


"@UnicusResearch Money supply is shrinking. He should be cutting rates"  
[X Link](https://x.com/TeaBagCapital/status/1719906431485497505)  2023-11-02T02:37Z [---] followers, [--] engagements


"Just a friendly reminder that $CVNA has a larger enterprise value than $KMX. LOL"  
[X Link](https://x.com/TeaBagCapital/status/1720218138095009840)  2023-11-02T23:15Z [----] followers, [---] engagements


"$MCW is a buy. New Titanium car wash is excellent"  
[X Link](https://x.com/TeaBagCapital/status/1720219874541101306)  2023-11-02T23:22Z [----] followers, [---] engagements


"Kid forced me to go to $CMG. First ones there. Store was filthy. Nasty"  
[X Link](https://x.com/TeaBagCapital/status/1721213276376256535)  2023-11-05T17:09Z [---] followers, [----] engagements


"$CMG follow up: half of the carne asada was so fatty that it was inedible. Absolute garbage"  
[X Link](https://x.com/TeaBagCapital/status/1721217135790207289)  2023-11-05T17:25Z [---] followers, [---] engagements


"@lhamtil There is only one optimal capital structure: 100% equity"  
[X Link](https://x.com/TeaBagCapital/status/1724993636981424503)  2023-11-16T03:31Z [----] followers, [--] engagements


"What is the bull case for $ALGN Down a lot but estimates still look aggressive"  
[X Link](https://x.com/TeaBagCapital/status/1725609387455123895)  2023-11-17T20:18Z [---] followers, [---] engagements


"@rsandler21969 @TheAlphaThought We have a shrinking money supply slow productivity growth and near-zero population growth. Low rates will be the norm"  
[X Link](https://x.com/TeaBagCapital/status/1726336250096054538)  2023-11-19T20:26Z [---] followers, [---] engagements


"Short $CMG bro ordered a burr bro ordered a burr"  
[X Link](https://x.com/TeaBagCapital/status/1726780703814132010)  2023-11-21T01:52Z [----] followers, [---] engagements


"@taylor_d_duran Every single $CMG in my city is absolutely filthy"  
[X Link](https://x.com/TeaBagCapital/status/1726808182616367523)  2023-11-21T03:42Z [---] followers, [--] engagements


"@valuations_ If the market couldn't figure out how to deal with inflation wait until it has to figure out how to deal with deflation"  
[X Link](https://x.com/TeaBagCapital/status/1727022372631490796)  2023-11-21T17:53Z [---] followers, [--] engagements


"@diegobmilano @oracleof90402 Implies $250 for $EXPs cement assets with the stock at $175 plus you get the valuable wallboard assets"  
[X Link](https://x.com/TeaBagCapital/status/1727232768713867412)  2023-11-22T07:49Z [---] followers, [--] engagements


"@NathanGraviteh Nah. Have to draw a line. NHL is doing it correctly"  
[X Link](https://x.com/TeaBagCapital/status/1728133212004839928)  2023-11-24T19:27Z [---] followers, [---] engagements


"@Chariot_Invest @DAG_Investments So your chart tells you it WAS a great business"  
[X Link](https://x.com/TeaBagCapital/status/1729290375318151538)  2023-11-28T00:05Z [---] followers, [---] engagements


"For all the hype $ULTA has generated a five-year CAGR of 11%. Meh"  
[X Link](https://x.com/TeaBagCapital/status/1730676578646901044)  2023-12-01T19:53Z [---] followers, [---] engagements


"My teenage kid demanded Chipotle. $100 for three of us delivered. Ridiculous. $CMG We're in a restaurant bubble To now the point where going out to eat doesn't even make sense anymore. Just last week. PANERA: Family of [--] (4 young kids) - [--] entrees & [--] drinks was $73. LOCAL GRILL: [--] entrees [--] waters & [--] kid drinks - $78 (they also charged me a surprise https://t.co/YcrhsfJ35h We're in a restaurant bubble To now the point where going out to eat doesn't even make sense anymore. Just last week. PANERA: Family of [--] (4 young kids) - [--] entrees & [--] drinks was $73. LOCAL GRILL: [--] entrees [--] waters & 4"  
[X Link](https://x.com/TeaBagCapital/status/1730789298297880843)  2023-12-02T03:21Z [----] followers, [----] engagements


"@JRogrow @NewConstructs $ORLY is the differentiator and $AZO is the low cost leader. $AAP is caught in the middle. Not a good place to be and tough to get out of. Would anyone care if it went away"  
[X Link](https://x.com/TeaBagCapital/status/1732182993974833500)  2023-12-05T23:39Z [---] followers, [---] engagements


"Unusually large drop in $CPRT volumes at the auctions last few weeks"  
[X Link](https://x.com/TeaBagCapital/status/1732511213756498319)  2023-12-06T21:23Z [---] followers, [---] engagements


"Havent used $AMZN in months. Wild"  
[X Link](https://x.com/TeaBagCapital/status/1733480782453264587)  2023-12-09T13:36Z [---] followers, [---] engagements


"@Mike_Hunt_Sr @VXO150 Real rates are way too high and deflation is on its way. Next move is lower"  
[X Link](https://x.com/TeaBagCapital/status/1733705544949518681)  2023-12-10T04:29Z [---] followers, [--] engagements


"@oGambleoFuture @Mike_Hunt_Sr @VXO150 Deflation lower real rates or both"  
[X Link](https://x.com/TeaBagCapital/status/1733838815842693603)  2023-12-10T13:19Z [---] followers, [---] engagements


"@KobeissiLetter Too many overpaid marginal employees at $ETSY. This is a good start. CEO and CFO need to go. Wonder if an activist is working behind the scenes"  
[X Link](https://x.com/TeaBagCapital/status/1735128244444135906)  2023-12-14T02:43Z [---] followers, [--] engagements


"Over the past three years $ETSY has spent $1.7 bil on M&A/cap ex increased SBC from $65 mil to $300 mil and experienced a $170 mil (40%) decline in operating profit. Pure unadulterated destruction of shareholder value. CEO and CFO need to go"  
[X Link](https://x.com/anyuser/status/1735133641397662003)  2023-12-14T03:04Z [----] followers, 10.4K engagements


"Also after spending over $1 bil on R&D during this time its website still looks like garbage. $ETSY Over the past three years $ETSY has spent $1.7 bil on M&A/cap ex increased SBC from $65 mil to $300 mil and experienced a $170 mil (40%) decline in operating profit. Pure unadulterated destruction of shareholder value. CEO and CFO need to go. Over the past three years $ETSY has spent $1.7 bil on M&A/cap ex increased SBC from $65 mil to $300 mil and experienced a $170 mil (40%) decline in operating profit. Pure unadulterated destruction of shareholder value. CEO and CFO need to go"  
[X Link](https://x.com/TeaBagCapital/status/1735136844726034487)  2023-12-14T03:17Z [---] followers, [---] engagements


"$CHWY getting into the vet business. Headscratcher. How will the current vet partners feel about that"  
[X Link](https://x.com/anyuser/status/1735356886545743937)  2023-12-14T17:51Z [--] followers, [---] engagements


"@AnansiStocks Idiotic move by $CHWY. Acknowledging that its online business has peaked and it was a profitless endeavor. Might as well consolidate the industry by buying $WOOF and $PETS"  
[X Link](https://x.com/TeaBagCapital/status/1735410864864493828)  2023-12-14T21:26Z [----] followers, [---] engagements


"$CVNA comp analysis: EBIT 2023e: CVNA = $50m $KMX = $1.0b Vending Machine Contents: CVNA = Cars KMX = Candy bars Enterprise Value: CVNA = $18b KMX = $14b"  
[X Link](https://x.com/TeaBagCapital/status/1737202627266388184)  2023-12-19T20:05Z [----] followers, [----] engagements


"$CVNA listings in my market have gone from 60k at the beginning of the year down to 17k today. Yikes"  
[X Link](https://x.com/TeaBagCapital/status/1737285815540023704)  2023-12-20T01:36Z [---] followers, [----] engagements


"@InnocenceCapit1 TBD"  
[X Link](https://x.com/anyuser/status/1739824408917667947)  2023-12-27T01:43Z [--] followers, [---] engagements


"@ohcapideas You are on your own"  
[X Link](https://x.com/TeaBagCapital/status/1740043757213663613)  2023-12-27T16:15Z [---] followers, [--] engagements


"Short $CMG How is this worth $14 https://t.co/hpHlrqjix0 How is this worth $14 https://t.co/hpHlrqjix0"  
[X Link](https://x.com/TeaBagCapital/status/1740864606158074059)  2023-12-29T22:37Z [----] followers, [---] engagements


"@BradMunchen @X @Apple No one is forcing you to use this platform. The door to the exit is always open"  
[X Link](https://x.com/anyuser/status/1740897551640146183)  2023-12-30T00:48Z [--] followers, [---] engagements


"@Caerage @SteveGarver3 But the current havoc is OK OK"  
[X Link](https://x.com/TeaBagCapital/status/1741561093003034718)  2023-12-31T20:44Z [---] followers, [---] engagements


"@steamcafefl @Caerage I wasnt even talking about inflation"  
[X Link](https://x.com/TeaBagCapital/status/1741644716515405960)  2024-01-01T02:17Z [---] followers, [--] engagements


"Lol DEI is about finding the most qualified people for various roles who may otherwise have missed out through no fault of their own. Republicans are trying to dismantle DEI programs because they like the status quo where under-qualified well-connected white men routinely fail up. DEI is about finding the most qualified people for various roles who may otherwise have missed out through no fault of their own. Republicans are trying to dismantle DEI programs because they like the status quo where under-qualified well-connected white men routinely fail up"  
[X Link](https://x.com/anyuser/status/1742986379175600429)  2024-01-04T19:08Z [--] followers, [---] engagements


"What is the story with $SVV"  
[X Link](https://x.com/TeaBagCapital/status/1744882295197069509)  2024-01-10T00:42Z [----] followers, [---] engagements


"@FavaMandies Short $CMG"  
[X Link](https://x.com/anyuser/status/1744898105424941342)  2024-01-10T01:45Z [--] followers, [--] engagements


"@Integrity4mkts @LisaMonaco @BenFoldy Inventory in my market has collapsed from 60k units to 14k units. I guess we aren't going to make it up on volume"  
[X Link](https://x.com/TeaBagCapital/status/1745550022265966796)  2024-01-11T20:55Z [---] followers, [--] engagements


"@DonMiami3 @MacroEdgeRes 8.5% per year. They should raise prices even more. Their clientele can afford it. $MTN"  
[X Link](https://x.com/TeaBagCapital/status/1746025273559003498)  2024-01-13T04:23Z [---] followers, [---] engagements


"Is $SVV a long or short"  
[X Link](https://x.com/TeaBagCapital/status/1746283067168162103)  2024-01-13T21:28Z [----] followers, [----] engagements


"@Sankaty_Head Heard a lot of complaining about prices being too high. Surprised that comp was driven by traffic and not pricing. Wonder if that was the case in Q4"  
[X Link](https://x.com/TeaBagCapital/status/1746393627343888404)  2024-01-14T04:47Z [---] followers, [--] engagements


"Short $CMG. Chipotle $CMG has been one of my favorite stocks for a long time. I rode it up for a long time. Everything about $CMG is pure nonsense but the market loves nonsense. Now the jig is up. In my own research I've found a lot of nonsense moving through $CMG. -Increasing amount https://t.co/2zA8H0RRnt Chipotle $CMG has been one of my favorite stocks for a long time. I rode it up for a long time. Everything about $CMG is pure nonsense but the market loves nonsense. Now the jig is up. In my own research I've found a lot of nonsense moving through $CMG. -Increasing amount"  
[X Link](https://x.com/TeaBagCapital/status/1747120962946978247)  2024-01-16T04:57Z [---] followers, [----] engagements


"Short $CMG option 4: shove the whole thing up my ass option 4: shove the whole thing up my ass"  
[X Link](https://x.com/TeaBagCapital/status/1747535779247665235)  2024-01-17T08:26Z [---] followers, [---] engagements


"@acemoney21 @Sankaty_Head How long have they owned it"  
[X Link](https://x.com/anyuser/status/1748357681780302137)  2024-01-19T14:52Z [--] followers, [--] engagements


"$VRM kicks the bucket. $CVNA is next"  
[X Link](https://x.com/anyuser/status/1749575654100635981)  2024-01-22T23:31Z [----] followers, [----] engagements


"@ltmleverage The balance sheet gets weaker every day"  
[X Link](https://x.com/TeaBagCapital/status/1749580873983287618)  2024-01-22T23:52Z [---] followers, [---] engagements


"@Main_Ridge Purely due to huge inventory liquidation timing of fin receivables and cap ex deferral"  
[X Link](https://x.com/anyuser/status/1749631081064616134)  2024-01-23T03:12Z [--] followers, [--] engagements


"TEABAG CAPITAL DOWNGRADES $TSLA TO SELL. PRICE TARGET $30"  
[X Link](https://x.com/TeaBagCapital/status/1750457005628702957)  2024-01-25T09:54Z [---] followers, [---] engagements


"Short $CMG A steady stream of homeless stroll into the FiDi Chipotle walk upstairs and make a mess of the place. I was going to say there's nothing Chipotle can do but of course there is - they can close like so many other restaurants have had to do. 1/24/24. https://t.co/q9FVJFda37 A steady stream of homeless stroll into the FiDi Chipotle walk upstairs and make a mess of the place. I was going to say there's nothing Chipotle can do but of course there is - they can close like so many other restaurants have had to do. 1/24/24. https://t.co/q9FVJFda37"  
[X Link](https://x.com/TeaBagCapital/status/1750531530571837950)  2024-01-25T14:50Z [---] followers, [---] engagements


"Short $CMG Put on my Peter Lynch shoes for a visit to $CAVA today-- right at noon lunch rush (Haywood Rd Store Greenville SC). Located in one building with [--] Guys and CAVA side by side. The front and rear parking lots were 100% full I got last spot in rear lot (there is a front lot Put on my Peter Lynch shoes for a visit to $CAVA today-- right at noon lunch rush (Haywood Rd Store Greenville SC). Located in one building with [--] Guys and CAVA side by side. The front and rear parking lots were 100% full I got last spot in rear lot (there is a front lot"  
[X Link](https://x.com/TeaBagCapital/status/1750562547281883514)  2024-01-25T16:53Z [---] followers, [---] engagements


"At what price is $RIVN a buy"  
[X Link](https://x.com/TeaBagCapital/status/1750590168531447974)  2024-01-25T18:43Z [----] followers, [---] engagements


"@WaterworldCapi1 $CMG duh"  
[X Link](https://x.com/TeaBagCapital/status/1750902691608318362)  2024-01-26T15:25Z [---] followers, [---] engagements


"@rev_cap Buy $WBA FOR $20b and you have last mile logistics infrastructure in place overnight"  
[X Link](https://x.com/TeaBagCapital/status/1751230109439189079)  2024-01-27T13:06Z [---] followers, [---] engagements


"@WTIBull Exactly. Meaningful value creation is generated from the left hand side of the balance sheet not the right. Most buybacks destroy value"  
[X Link](https://x.com/TeaBagCapital/status/1751269422495354908)  2024-01-27T15:42Z [---] followers, [---] engagements


"@StanphylCap Lol. A $10 bil buyback on a $600 bil market cap. Useless. Stock would go down on this as cash is becoming precious for $TSLA"  
[X Link](https://x.com/TeaBagCapital/status/1751309367306076430)  2024-01-27T18:21Z [---] followers, [---] engagements


"Short $CAVA and $CMG Real life inflation Yall ever eat at Cava Its a bowl place similar to Chipotle. The bowl we always get is like $19-$20 Dude behind the counter said they just raised their prices and now that same exact bowl is $26 Thats a 25% increase in price But Biden tells us the Real life inflation Yall ever eat at Cava Its a bowl place similar to Chipotle. The bowl we always get is like $19-$20 Dude behind the counter said they just raised their prices and now that same exact bowl is $26 Thats a 25% increase in price But Biden tells us the"  
[X Link](https://x.com/TeaBagCapital/status/1753995338828894431)  2024-02-04T04:14Z [---] followers, [---] engagements


"Your friendly reminder that $CVNA once again has an enterprise value that makes it larger than $KMX"  
[X Link](https://x.com/TeaBagCapital/status/1755682815700615172)  2024-02-08T19:59Z [----] followers, [---] engagements


"Nikki Haley will be the new candidate for the Democrats"  
[X Link](https://x.com/TeaBagCapital/status/1755798141796790641)  2024-02-09T03:37Z [---] followers, [---] engagements


"@ComebackCap @sinstockpapi Love the acquisition"  
[X Link](https://x.com/TeaBagCapital/status/1755806069018841368)  2024-02-09T04:09Z [---] followers, [--] engagements


"Can we get the wallstreet bets guys to start a short squeeze on $PETS Thanks"  
[X Link](https://x.com/TeaBagCapital/status/1756017621508518008)  2024-02-09T18:10Z [---] followers, [---] engagements


"Despite my objection wife and kid got $CMG for lunch. Both spit it out after a few bites. Meat was disgusting. Cant be quality and mass simultaneously"  
[X Link](https://x.com/TeaBagCapital/status/1756766411823718630)  2024-02-11T19:45Z [---] followers, [---] engagements


"@KlendathuCap Bigger enterprise value than $KMX with 1/3 of its sales and no profits. A veritable bargain"  
[X Link](https://x.com/TeaBagCapital/status/1757201476647075939)  2024-02-13T00:34Z [---] followers, [--] engagements


"Several data points showing sporting goods sales are declining yet $DKS making new highs. Headscratcher"  
[X Link](https://x.com/TeaBagCapital/status/1758213633027248198)  2024-02-15T19:36Z [---] followers, [---] engagements


"@peoplesfabric No effect on the Lincoln Park liberals"  
[X Link](https://x.com/TeaBagCapital/status/1758637297262854410)  2024-02-16T23:39Z [---] followers, [---] engagements


"@checks_inc Index changes are always great contrarian bets"  
[X Link](https://x.com/TeaBagCapital/status/1760106287340151204)  2024-02-21T00:56Z [----] followers, [--] engagements


"$CVNA says stronger than ever. Checks notes balance sheet got weaker versus last quarter. Lol. Used car salesman"  
[X Link](https://x.com/anyuser/status/1760792983857770665)  2024-02-22T22:25Z [----] followers, [----] engagements


"@Integrity4mkts Cash flow negative in Q4 of $250 mil while debt went up by over $400 mil due to PIK plus cash burn. When share offering"  
[X Link](https://x.com/TeaBagCapital/status/1761103854890840203)  2024-02-23T19:00Z [---] followers, [---] engagements


"Short $CMG You have blood on your hands @ChipotleTweets https://t.co/dsu4wD1WeI You have blood on your hands @ChipotleTweets https://t.co/dsu4wD1WeI"  
[X Link](https://x.com/TeaBagCapital/status/1761483204412805355)  2024-02-24T20:08Z [---] followers, [---] engagements


"Just a friendly reminder that $CVNA is now worth two $KMX. lol"  
[X Link](https://x.com/TeaBagCapital/status/1762630039290470496)  2024-02-28T00:05Z [---] followers, [---] engagements


"@CannoliCapital EBITDA lol. Let's talk cash flow"  
[X Link](https://x.com/TeaBagCapital/status/1762661321911275664)  2024-02-28T02:09Z [---] followers, [--] engagements


"@InvResDynamics @blue_chip1 Pretty sure it still has $700m left from the ATM established during the restructuring"  
[X Link](https://x.com/TeaBagCapital/status/1763328936745078997)  2024-02-29T22:22Z [---] followers, [--] engagements


"@brianhildebrand So did we have climate change in [----] when we last set a record"  
[X Link](https://x.com/TeaBagCapital/status/1763386103321555198)  2024-03-01T02:09Z [---] followers, [--] engagements


"@DanRShafer We have a massive surplus as it is. Pot is not harmless. Get serious"  
[X Link](https://x.com/TeaBagCapital/status/1763397575107842547)  2024-03-01T02:55Z [---] followers, [---] engagements


"@Integrity4mkts $KMX sells a car for $27k and makes retail GPU of $2.3k. $CVNA is $23k and $2.8k. $CVNA GPU is fiction. Cash flow goes lower with unit growth. Debt and share count going higher. Going to be ugly when the voting machine is replaced with the scale"  
[X Link](https://x.com/TeaBagCapital/status/1763958210057179529)  2024-03-02T16:03Z [---] followers, [---] engagements


"@JRogrow @mjmauboussin Need to consider personal income tax rates when valuing corporate interest expense tax shield. Current tax code yields very little value to the corporate interest tax shield"  
[X Link](https://x.com/TeaBagCapital/status/1764846731059974427)  2024-03-05T02:53Z [---] followers, [--] engagements


"Someone give me the bull case for $DKS at $180"  
[X Link](https://x.com/TeaBagCapital/status/1765160371843707288)  2024-03-05T23:40Z [---] followers, [---] engagements


"@CavalierJohnson @JoeBiden Milwaukee is a murder capital of the US. Your opinion is meaningless"  
[X Link](https://x.com/TeaBagCapital/status/1766010320911282634)  2024-03-08T07:57Z [---] followers, [--] engagements


"$CVNA finance receivable reality. Over the past six years as a public company it has originated $28b and received $28.4b. $400m of excess cash flow on $28b. Gain on sale Lol"  
[X Link](https://x.com/TeaBagCapital/status/1766132004720922772)  2024-03-08T16:00Z [---] followers, [---] engagements


"@DannyOcean555 Plenty of tuck in acquisition targets and less cyclical than $BURL. How quickly is burl growing sq ft"  
[X Link](https://x.com/TeaBagCapital/status/1766238770477588842)  2024-03-08T23:05Z [---] followers, [---] engagements


"@DannyOcean555 I have never understood the love for $BURL. The guys running $SVV are pretty good"  
[X Link](https://x.com/TeaBagCapital/status/1766245451462738376)  2024-03-08T23:31Z [---] followers, [---] engagements


"@DanRShafer These kids should be going to trade schools. Horrible IRR for liberal arts degree"  
[X Link](https://x.com/TeaBagCapital/status/1767234836865937573)  2024-03-11T17:03Z [---] followers, [---] engagements


"@IsaacRowlett @Wisco___Nation Being a murder capital of the Midwest doesnt help. Need to bring down crime meaningfully to attract residents"  
[X Link](https://x.com/TeaBagCapital/status/1769476811090452752)  2024-03-17T21:32Z [---] followers, [--] engagements


"Why isn't the surge in immigration a positive for $CTAS and $UNF"  
[X Link](https://x.com/TeaBagCapital/status/1770531138299150714)  2024-03-20T19:21Z [----] followers, [---] engagements


"Will $CHWY ever make any real money"  
[X Link](https://x.com/TeaBagCapital/status/1770549161307349003)  2024-03-20T20:33Z [---] followers, [---] engagements


"$CHWY's boondoggle into vet clinics is a cry for help. Somebody get it a vet"  
[X Link](https://x.com/TeaBagCapital/status/1770552065917440153)  2024-03-20T20:44Z [----] followers, [----] engagements


"@RetirementRight Because raising them had no impact on inflation. Always a money supply issue"  
[X Link](https://x.com/TeaBagCapital/status/1770562771412774935)  2024-03-20T21:27Z [---] followers, [---] engagements


"Are there any clean $CMG stores left in this country Getting filthier by the day"  
[X Link](https://x.com/TeaBagCapital/status/1771147605893959733)  2024-03-22T12:11Z [---] followers, [---] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing