# ![@ValleyFallsRI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1004443127032242177.png) @ValleyFallsRI Valley Falls

Valley Falls posts on X about $baba, market cap, $hifs, debt the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1004443127032242177/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004443127032242177/c:line/m:interactions.svg)

- [--] Week [------] +228%
- [--] Month [------] +130%
- [--] Months [-------] -44%
- [--] Year [-------] -40%

### Mentions: [--] [#](/creator/twitter::1004443127032242177/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004443127032242177/c:line/m:posts_active.svg)

- [--] Month [---] -75%
- [--] Months [---] +84%
- [--] Year [-----] +159%

### Followers: [-----] [#](/creator/twitter::1004443127032242177/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004443127032242177/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +2.70%
- [--] Months [-----] +12%
- [--] Year [-----] +52%

### CreatorRank: [---------] [#](/creator/twitter::1004443127032242177/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1004443127032242177/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$baba](/topic/$baba), [market cap](/topic/market-cap) #1616, [$hifs](/topic/$hifs), [debt](/topic/debt), [$five](/topic/$five), [china](/topic/china), [tencent](/topic/tencent), [business](/topic/business), [$lulu](/topic/$lulu), [$otcm](/topic/$otcm)

**Top accounts mentioned or mentioned by**
[@thezackzhu](/creator/undefined) [@checksinc](/creator/undefined) [@quipuscapital](/creator/undefined) [@bullsbayretail](/creator/undefined) [@buccocapital](/creator/undefined) [@bryancaplan](/creator/undefined) [@benbstwits](/creator/undefined) [@gauravphoenix](/creator/undefined) [@tylerminix](/creator/undefined) [@commbankerguy](/creator/undefined) [@schornack](/creator/undefined) [@berkelkip](/creator/undefined) [@stockjabber](/creator/undefined) [@amit32883](/creator/undefined) [@joecassandra](/creator/undefined) [@dollarsanddata](/creator/undefined) [@chrisbloomstran](/creator/undefined) [@gator91](/creator/undefined) [@dalibali2](/creator/undefined) [@fivehundothundo](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Five Below, Inc. (FIVE)](/topic/$five) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Toast, Inc. (TOST)](/topic/$tost) [Wormhole (W)](/topic/$w) [Crocs, Inc. (CROX)](/topic/$crox) [Ross Stores, Inc. (ROST)](/topic/$rost) [CH Robinson Worldwide Inc (CHRW)](/topic/$chrw) [Hubble Protocol (HBB)](/topic/$hbb) [Shake Shack Inc. (SHAK)](/topic/$shak) [Bostrom (BOOT)](/topic/$boot) [New York Times Co. (NYT)](/topic/$nyt) [Carter's Inc. (CRI)](/topic/$cri) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [RXO, Inc. (RXO)](/topic/$rxo) [COCOCOIN (COCO)](/topic/$coco) [Columbia Sportswear Co (COLM)](/topic/$colm) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Decentral Games (DG)](/topic/$dg) [Home Depot, Inc. (HD)](/topic/$hd) [Duolingo, Inc.  (DUOL)](/topic/$duol) [FIGS, Inc (FIGS)](/topic/$figs) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Autozone Inc (AZO)](/topic/$azo) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@BRK_Student Care to share your biggest mistake 😊"  
[X Link](https://x.com/ValleyFallsRI/status/1444038082005770244)  2021-10-01T20:34Z [---] followers, [--] engagements


"Businesses that destroy shareholder value: Aurora Cannabis $ACB.TO (Cannabis Producer) 2009: 1M shares vs 169M today Fiverr $FVRR (Freelance Marketplace) 2017: 25M shares vs. 32M today Fubo TV (Sports Streaming) $FUBO 2017: 2M shares vs. 44M today"  
[X Link](https://x.com/ValleyFallsRI/status/1451962176088989697)  2021-10-23T17:22Z [---] followers, [--] engagements


"Gross profit margin in the retail sporting goods space (3 years average): $ASO Academy Sports: 28% $BGFV Big Five Sporting: 31% $DKS Dicks Sporting Goods: 29%"  
[X Link](https://x.com/ValleyFallsRI/status/1482423758199701508)  2022-01-15T18:45Z [---] followers, [--] engagements


"Gross profit margins in the residential home construction space (3 year average): $NVR NVR Inc 20% $MTH Meritage Homes 19% $CCS Century Communities 18%"  
[X Link](https://x.com/ValleyFallsRI/status/1482426565183029250)  2022-01-15T18:56Z [---] followers, [--] engagements


"Gross profit margins in the medical and pharmaceutical distribution space (3 year average): $CAH Cardinal Health 4% $ABC Amerisource Bergen 2% $MCK McKesson 5%"  
[X Link](https://x.com/ValleyFallsRI/status/1482428869844033546)  2022-01-15T19:05Z [---] followers, [--] engagements


"There were [---] Chinese companies listed in the U.S. with a combined market value of roughly $775 billion as of Sept. [--] this year according to the U.S.-China Economic and Security Review Commission. WSJ"  
[X Link](https://x.com/ValleyFallsRI/status/1603552642810187776)  2022-12-16T00:48Z [---] followers, [--] engagements


"A difficult hurdle stock investors must get past is thinking that because a certain return has been achieved in a faster time frame than expected its time to sell. If the business is doing well and the stock runs a bit ahead of the business - its not a good reason to sell"  
[X Link](https://x.com/ValleyFallsRI/status/1688587980821204992)  2023-08-07T16:46Z [---] followers, [--] engagements


"Average return on equity capital for Zumiez Citi Trends and Duluth Trading from [----] to [----] all retail apparel co's. (2021 and [----] figures were outliers) $CTRN 9.4% $DLTH 14.8% $ZUMZ 11.6%"  
[X Link](https://x.com/ValleyFallsRI/status/1690353312120360960)  2023-08-12T13:23Z [---] followers, [--] engagements


"Ross Stores ticker $ROST Insanely good at generating returns on shareholders equity. They have a formula that works"  
[X Link](https://x.com/ValleyFallsRI/status/1691160169571385344)  2023-08-14T18:49Z [---] followers, [---] engagements


"Check a stock you own . what percent of the assets are funded by debt Burlington Stores funds 89% of total assets by some form of debt $BURL"  
[X Link](https://x.com/ValleyFallsRI/status/1691497728553918474)  2023-08-15T17:10Z [---] followers, [---] engagements


"$BABA capital structure. 64% of assets are funded from retained earnings IPO and stock options (APIC) As of March of [----] they had $87 billion in retained earnings"  
[X Link](https://x.com/ValleyFallsRI/status/1691905526521622965)  2023-08-16T20:11Z [---] followers, [---] engagements


"When you are attempting to buy an undervalued stock and pin a fair value you have to estimate what the fair value is in the near future call it [--] - [--] months out. The market is discounting it today for a reason. That reason can be valid AND yet overstated. Example:"  
[X Link](https://x.com/ValleyFallsRI/status/1692917515154772270)  2023-08-19T15:12Z [---] followers, [--] engagements


"Retail apparel clothing companies had an awful [----]. Sales and earnings were down substantially from [----]. The market recognized this and wiped off 50% to 75% of the market cap of many companies. [--]. Were the markets concerns valid Yes. [--]. Were they overstated Yes"  
[X Link](https://x.com/ValleyFallsRI/status/1692917516694114537)  2023-08-19T15:12Z [---] followers, [--] engagements


"The usual reason a company becomes undervalued is because there is some short term headwind that may become a long term headwind. You have to decide whether its short or long and how overstated the threat is"  
[X Link](https://x.com/ValleyFallsRI/status/1692917521312051634)  2023-08-19T15:12Z [---] followers, [--] engagements


"Many participants in the market are looking [--] to [--] months out into the future. Look out [--] to [--] years in the future for an advantage"  
[X Link](https://x.com/anyuser/status/1692917522872270993)  2023-08-19T15:12Z [--] followers, [--] engagements


"@shaunrein What percent of your stock portfolio taxable and retirement are invested in Chinese cos vs rest of world"  
[X Link](https://x.com/ValleyFallsRI/status/1698856172214747224)  2023-09-05T00:30Z [---] followers, [--] engagements


"@BrokeMentality Still overvalued. Should be worth closer to $400 to $500M market cap"  
[X Link](https://x.com/ValleyFallsRI/status/1699585773152977012)  2023-09-07T00:49Z [---] followers, [--] engagements


"Most mature retail apparel co's are down on revenue and cash earnings for [----] vs. [----]. $ROST and $BURL are exceptions. $FIGS up on revenue down on earnings. (FIGS strictly online just one physical store)"  
[X Link](https://x.com/ValleyFallsRI/status/1700222955324580302)  2023-09-08T19:01Z [---] followers, [---] engagements


"We have told you that we hope to average a return of 15% on equity. [----] Chairmans Letter B.H"  
[X Link](https://x.com/ValleyFallsRI/status/1701647304535531748)  2023-09-12T17:21Z [---] followers, [--] engagements


"$BABA Alibaba and $TCEHY Tencent are both trading almost exactly where they were on the 1st of January [----]. [----] and [----] were both negative return years for both tech giants. Can they pull a positive year out the last [--] months or will they have [--] consecutive down years"  
[X Link](https://x.com/ValleyFallsRI/status/1702522683320156595)  2023-09-15T03:20Z [---] followers, [---] engagements


"@Tyler_Minix Yeah anyone who does has to feel comfortable knowing Beijing can be in the decision making process in the blink of any eye. Id argue against a proxy and go direct. Doesnt reduce the risk youre worried about. Can buy HK shares if you wanted too"  
[X Link](https://x.com/ValleyFallsRI/status/1702688793021538339)  2023-09-15T14:20Z [---] followers, [--] engagements


"@Tyler_Minix If you buy a proxy to indirectly hold another company you have to A) Not only value the indirect Co but the holding Co as well. This means both have to be undervalued at the same time for it to make sense. [--]. The proxy could sell the holding you want indirect exposure too"  
[X Link](https://x.com/ValleyFallsRI/status/1702732399526752438)  2023-09-15T17:13Z [---] followers, [--] engagements


"@Tyler_Minix Pabrai bought Prosus for exposure to Tencent to avoid the geopolitical risk and Prosus started selling tencent pretty soon after. Its just too complicated"  
[X Link](https://x.com/ValleyFallsRI/status/1702732901035442663)  2023-09-15T17:15Z [---] followers, [---] engagements


"@cssharesguy Potential trouble: [--]. Lots of office as a % of total loan book. [--]. Lots of class B and C office space. [--]. Variable rate lending or fixed lending but resetting (business loans)"  
[X Link](https://x.com/ValleyFallsRI/status/1702783047387504802)  2023-09-15T20:34Z [---] followers, [--] engagements


"@dividendking0 Cost is objective and no doubt one saves money buying in bulk. That aside: - If you dont have children its harder to appreciate. - incredibly clean and well organized. - cafeteria is fast and cheap (this is a big draw) - the customer dem is diverse and higher income"  
[X Link](https://x.com/ValleyFallsRI/status/1703139484156432704)  2023-09-16T20:11Z [---] followers, [--] engagements


"Macys $M market cap down just 87% from ATH. Here on a Sunday morning at Macy in Charlotte. 🥴 @Macys"  
[X Link](https://x.com/ValleyFallsRI/status/1703429960986198438)  2023-09-17T15:25Z [---] followers, [---] engagements


"@Macys Why would I say something to the manager Theyre the one that sees it and does nothing. Me saying something is pointless"  
[X Link](https://x.com/ValleyFallsRI/status/1703457766768009726)  2023-09-17T17:15Z [---] followers, [--] engagements


"@HeadGeekster @Macys You should go work for them youd do well at cleaning shoes off the floor"  
[X Link](https://x.com/ValleyFallsRI/status/1703815827605049390)  2023-09-18T16:58Z [---] followers, [--] engagements


"Joshua Siegal: You can go back as far as [----] to find data on return on assets in the banking sector. The ROA is generally .80 and [---] every year. Doesn't matter when rates were 20% or near 0%. Banks are spread lenders. They're not supposed to be interest rate prognosticators"  
[X Link](https://x.com/ValleyFallsRI/status/1705978932745359521)  2023-09-24T16:14Z [---] followers, [--] engagements


"Joshua Siegel: I learned my first day at Solomon Brothers a long time ago you don't bet interest rates. You hedge it. And a lot of the banks (recently) didn't hedge it"  
[X Link](https://x.com/ValleyFallsRI/status/1705979511773213060)  2023-09-24T16:16Z [---] followers, [--] engagements


"@commbankerguy Whats the average cost of deposits right now for community banks"  
[X Link](https://x.com/ValleyFallsRI/status/1706344323367792817)  2023-09-25T16:26Z [---] followers, [---] engagements


"@JoeCassandra Id make that case with your accounting background and profitable financial marketing firm you should reinvest dividend capital from Suite into public cos. Minority ownership is way easier if you can figure valuation. Or just reinvest in Suite if return on equity remains high"  
[X Link](https://x.com/ValleyFallsRI/status/1706387038491103562)  2023-09-25T19:15Z [---] followers, [---] engagements


"@APompliano Can we drop use of the word artificially How about they just suppressed interest rates. For some reason when people talk ZIRP era they find it necessary to use the word artificial. Is it artificial if rates hit 20% Its just the rate. Nothing artificial about any of it"  
[X Link](https://x.com/ValleyFallsRI/status/1706836452250652815)  2023-09-27T01:01Z [---] followers, [--] engagements


"@MRatable @APompliano If the rules states the fed sets the rates its not artificial everyone knows the rules. As if they hit your definition of sweet spot its then not artificial"  
[X Link](https://x.com/ValleyFallsRI/status/1706863882491290109)  2023-09-27T02:50Z [---] followers, [--] engagements


"@calvinfroedge Why are they half empty"  
[X Link](https://x.com/ValleyFallsRI/status/1707488101931561245)  2023-09-28T20:11Z [---] followers, [----] engagements


"@bryan_caplan @amazon Need to look at the cash flow statement. An enormous amount of D&A to add back to earnings over the years. Paints more of a staircase view of cash flow growth YoY. But yeah Covid was a tailwind"  
[X Link](https://x.com/ValleyFallsRI/status/1708996070871576705)  2023-10-03T00:03Z [---] followers, [--] engagements


"@dollarsanddata Your personal inflation rate could be way different than mine. Using a generic inflation rate across the board when calculating real rates doesnt seem to be most accurate way to figure anyones individual returns. You know all of this just sharing my opinion. Prefer nominal"  
[X Link](https://x.com/ValleyFallsRI/status/1709238794640044200)  2023-10-03T16:07Z [---] followers, [---] engagements


"@ACIPartnerhship Olives hairy men and tax evasion. First [--] thoughts when I think of Greece"  
[X Link](https://x.com/ValleyFallsRI/status/1709305463559381051)  2023-10-03T20:32Z [---] followers, [--] engagements


"I want to see 8% + mortgage rates. Bring the home prices down. https://x.com/NewsLambert/status/1711435460197695746s=20 #NEW @MBAMortgage @NAHBhome and @nardotrealtor just wrote a letter to Fed Chair Jerome Powell. Theyre asking for [--]. No more rate hikes [--]. The Fed to not sell off any of its MBS holdings until and unless the housing finance market has stabilized https://t.co/sTVm2exncS https://x.com/NewsLambert/status/1711435460197695746s=20 #NEW @MBAMortgage @NAHBhome and @nardotrealtor just wrote a letter to Fed Chair Jerome Powell. Theyre asking for [--]. No more rate hikes [--]. The Fed to not"  
[X Link](https://x.com/ValleyFallsRI/status/1711438042399920568)  2023-10-09T17:46Z [---] followers, [---] engagements


"@Tyler_Minix Argument being made lower interest rates will bring a lot of homes online and help with affordability. May be true but Id like to see what happens first with restrictive 7-8% rates for call it [--] + years. Sellers would blink first is my guess and drop prices big"  
[X Link](https://x.com/ValleyFallsRI/status/1711468059506913544)  2023-10-09T19:45Z [---] followers, [--] engagements


"Allbirds trading for less than $1 per share. Puke. $BIRD"  
[X Link](https://x.com/ValleyFallsRI/status/1711788452981661804)  2023-10-10T16:59Z [---] followers, [---] engagements


"$FIGS should be trading at half of current share price"  
[X Link](https://x.com/ValleyFallsRI/status/1711791001352667641)  2023-10-10T17:09Z [---] followers, [--] engagements


"@ArbiterValue Top pick for retail apparel right now The sports retailer"  
[X Link](https://x.com/ValleyFallsRI/status/1711838008150782233)  2023-10-10T20:16Z [---] followers, [--] engagements


"@dollarsanddata I'd be curious what percent of clients of Ritholtz Wealth Management have their money passively managed in index funds vs. actively managed funds/individual stocks"  
[X Link](https://x.com/ValleyFallsRI/status/1712451691075805281)  2023-10-12T12:54Z [---] followers, [---] engagements


"Federal funds rate ChatGPT: Current fed funds rate: 5.5%"  
[X Link](https://x.com/ValleyFallsRI/status/1712468596532859181)  2023-10-12T14:01Z [---] followers, [--] engagements


"@BenKChiang1 Valuation. What will they make in [----] Not enough to be worth $1 billion. Bad management way too much SBC high turnover in employees slowing top line and forced to go Omni which is a lot of capex. If you had a billion dollars would you buy the company"  
[X Link](https://x.com/ValleyFallsRI/status/1712831719852642781)  2023-10-13T14:04Z [---] followers, [--] engagements


"@McD_Investments Pretty sure management talked about the need to hedge in the future to avoid this scenario at the last annual meeting. This could have been averted to an extent and now they regret it"  
[X Link](https://x.com/ValleyFallsRI/status/1713164084726673445)  2023-10-14T12:05Z [---] followers, [---] engagements


"@Alex__Pitti They cant fix high cost of funding or existing loans. Those [--] factors improve as loans roll into new rates and lower fed funds rate. What they can do is continue to grow interest earning assets at 12% each year. They do that and the macro gods are kind we stand a chance"  
[X Link](https://x.com/ValleyFallsRI/status/1713752392133423241)  2023-10-16T03:03Z [---] followers, [--] engagements


"@Aureliusltd28 @AnonymousBanke8 Interesting take. I'd argue all commodity businesses have "the largest players" and that 95% of banks are playing the commodity game thus making the industry largely commoditized and super competitive"  
[X Link](https://x.com/ValleyFallsRI/status/1714688135664210320)  2023-10-18T17:01Z [---] followers, [--] engagements


"Utility companies typically have payout ratios of 60% to 80%. Duke Energy $DUK targets a payout ratio of between 65% and 75%. BHE reinvests its capital. Is there a comparable utility/energy company with low payout ratios that reinvests the bulk of their earnings"  
[X Link](https://x.com/ValleyFallsRI/status/1715057683521233198)  2023-10-19T17:29Z [---] followers, [---] engagements


"@BeijingDai Pretty well established that didnt happen via IDF. Take off the blinders"  
[X Link](https://x.com/ValleyFallsRI/status/1715183948416831636)  2023-10-20T01:51Z [---] followers, [---] engagements


"@Tyler_Minix I guess unless they get into new and other businesses there is not really anywhere new to expand All markets have their regulated monopoly in place"  
[X Link](https://x.com/ValleyFallsRI/status/1715372705506005169)  2023-10-20T14:21Z [---] followers, [--] engagements


"@TheCharlesHazel @TihoBrkan Ant going public is a possible catalyst"  
[X Link](https://x.com/ValleyFallsRI/status/1715835413649056008)  2023-10-21T21:00Z [---] followers, [--] engagements


"Home Goods $TJX shutting down the online commerce site after [--] years. Online commerce is tough and often isn't profitable for a lot of retail concepts"  
[X Link](https://x.com/ValleyFallsRI/status/1716447369963671895)  2023-10-23T13:31Z [---] followers, [---] engagements


"Only [--] months left on the year and Tencent $TCECHY and Alibaba $BABA are about to have [--] years straight of negative returns: YTD Alibaba - 10% Tencent -17% $BABA 2021: -49% [----] -27% [----] $TCECHY 2021: -19% 2022: -28% 2023: If [----] isn't green "  
[X Link](https://x.com/ValleyFallsRI/status/1717553396624851263)  2023-10-26T14:46Z [---] followers, [---] engagements


"@Alex__Pitti Bullish but dont own I see you gush over JD. Both are dirt cheap"  
[X Link](https://x.com/ValleyFallsRI/status/1717734872179966293)  2023-10-27T02:48Z [---] followers, [--] engagements


"Deposits can be a blessing and a curse. If I said a community bank with $4B in assets received $2 billion in deposits over a [--] year period and they were not allowed to buy securities they had to make loans how fast could they deploy the money with prudent underwriting"  
[X Link](https://x.com/ValleyFallsRI/status/1718682881499808114)  2023-10-29T17:35Z [---] followers, [---] engagements


"The rigid institutional design of savings and loans and the double digit interest rates in the late 1970's and the early 1980's combined to drive the banks deep into insolvency. The gov response only made matters worse when inadequately capitalized institutions were permitted"  
[X Link](https://x.com/ValleyFallsRI/status/1719092349463060555)  2023-10-30T20:42Z [---] followers, [---] engagements


"$HIFS investors waiting for the yield curve to normalize and profitability to come back"  
[X Link](https://x.com/ValleyFallsRI/status/1719428470042702205)  2023-10-31T18:57Z [---] followers, [---] engagements


"I marvel at $ROSS return on equity. Them and $TJX are just so good"  
[X Link](https://x.com/ValleyFallsRI/status/1719868695508320692)  2023-11-02T00:07Z [---] followers, [--] engagements


"$TOST (Toast the restaurant point of sale company) goes public at a $30 billion plus valuation in [----]. Founded in [----]. Today it's worth around $9 billion. Revenue in [----] was $665 million vs $3.3 billion TTM. Still unprofitable [--] years later"  
[X Link](https://x.com/ValleyFallsRI/status/1721635418888720592)  2023-11-06T21:07Z [---] followers, [----] engagements


"@JoeCassandra Asset depletion loan is also an option for high net worth individuals but with volatile income. Lenders takes total cash stocks bonds and divides it by certain amount of months to figure how much you can afford monthly payment"  
[X Link](https://x.com/ValleyFallsRI/status/1721872586068381943)  2023-11-07T12:49Z [---] followers, [---] engagements


"$LULU Lululemon CEO Calvin McDonald's total compensation was $15 million in 2022"  
[X Link](https://x.com/ValleyFallsRI/status/1721889417269518452)  2023-11-07T13:56Z [---] followers, [---] engagements


"$LULU Lululemon's stock had [--] years of negative returns from [----] to [----]. The company went public with a market cap of around $2 billion and today its worth $50 billion. For [--] years you had to stick it out in the doldrums to see a lot of that total return"  
[X Link](https://x.com/ValleyFallsRI/status/1721893730876359007)  2023-11-07T14:13Z [---] followers, [---] engagements


"Wilson created the name LuLulemon to have many 'L's so that it would sound western to Japanese buyers who often have difficulty pronouncing the letter and that the name otherwise "means nothing". How awesome. Our name means nothing I just want to fuck with the Japanese. $LULU"  
[X Link](https://x.com/ValleyFallsRI/status/1722030910550216844)  2023-11-07T23:18Z [---] followers, [--] engagements


"@AJButton2 Alibaba to the moon. Will go from $85 to $90 then back to $75 lol"  
[X Link](https://x.com/anyuser/status/1722066660813615398)  2023-11-08T01:41Z [----] followers, [---] engagements


"$TOST (Toast Inc.) principal accounting officer Michael Matlock selling shares on 11/7 before it sells off 20% on 11/8. He knows whats up"  
[X Link](https://x.com/ValleyFallsRI/status/1722263199507173431)  2023-11-08T14:41Z [---] followers, [---] engagements


"$LULU Lululemon has never had one year of negative revenue growth since going public in [----]. The average yoy revenue growth rate is 25% since 2010"  
[X Link](https://x.com/ValleyFallsRI/status/1722323656741708052)  2023-11-08T18:42Z [---] followers, [---] engagements


"$LULU Lululemon has averaged 14% after tax margins the last [--] years. Apples and oranges but for comparison to a mixed bag of retail apparel co's: After tax profit margins: Zumiez: 5% Citi Trends: 2.5% Duluth Trading: 5% Ross Stores: 8% Burlington Stores: 3% Tillys: 4%"  
[X Link](https://x.com/ValleyFallsRI/status/1722333140172132741)  2023-11-08T19:19Z [---] followers, [---] engagements


"$LULU Lululemon had only [--] stores in [----] when they went public. Today they have [---] +"  
[X Link](https://x.com/ValleyFallsRI/status/1722348384332239310)  2023-11-08T20:20Z [---] followers, [--] engagements


"In the prospectus for $LULU Lululemen published back in [----] they state that stores averaged sales of $1400 per square foot"  
[X Link](https://x.com/ValleyFallsRI/status/1722355770887430518)  2023-11-08T20:49Z [---] followers, [--] engagements


"$LULU Lululemon was traded on the TSX Toronto Stock Exchange but decided to delist from their in [----] because the trading was thin. Everyone traded on the Nasdaq listing"  
[X Link](https://x.com/ValleyFallsRI/status/1722357959462695156)  2023-11-08T20:58Z [---] followers, [---] engagements


"@commbankerguy What are [--] skills bankers at a fintech company will get you that you wouldnt get at a community bank"  
[X Link](https://x.com/ValleyFallsRI/status/1722782047981195438)  2023-11-10T01:03Z [---] followers, [---] engagements


"@commbankerguy Interesting. My first thought is that a banker needs to focus on underwriting. If I worked in IT at a community bank that I would be far more interested in Fintech. Obviously salary can lure all types away from community banks but not sold on new skills for bankers"  
[X Link](https://x.com/ValleyFallsRI/status/1722784703529246756)  2023-11-10T01:14Z [---] followers, [---] engagements


"@CurtQu @commbankerguy Curt what percent of underwriting is automated in [----] would you say And how does AI help when volumes are low"  
[X Link](https://x.com/ValleyFallsRI/status/1722794738485428733)  2023-11-10T01:54Z [---] followers, [--] engagements


"$LULU Lululemon was dead money from the summer of [----] to spring of [----]. [--] years of pain and suffering in an otherwise incredibly fruitful record. This shit is hard"  
[X Link](https://x.com/ValleyFallsRI/status/1724100574444917118)  2023-11-13T16:23Z [---] followers, [---] engagements


"$LULU Lululemon has grown store count at a 20% CAGR from [--] stores in [----] to [---] stores in [----]. The last [--] years store growth has slowed to 10% per year"  
[X Link](https://x.com/ValleyFallsRI/status/1724107413148557552)  2023-11-13T16:50Z [---] followers, [--] engagements


"$LULU Lululemon has had [--] CEO's over [--] years in business. [--] of those CEO's came on as Lulu was a public company from [----] to now. Despite the turnover the stock has done incredibly well. Makes me question the importance of long term management for "quality compounders""  
[X Link](https://x.com/ValleyFallsRI/status/1724162807262765465)  2023-11-13T20:30Z [---] followers, [---] engagements


"I suppose the adage that you want to buy a business an idiot can run because eventually one will could very well hold true in $LULU's case. Maybe not they all could have been competent enough. Another dynamic at play is the large ownership by the founder all these years"  
[X Link](https://x.com/ValleyFallsRI/status/1724162808269418650)  2023-11-13T20:30Z [---] followers, [--] engagements


"As of September [--] [----] Alibaba $BABA has retained earnings of $87 billion USD on the balance sheet. Total Shareholders Equity of $158 Billion USD. If the market takes it much lower it will trade at book value LOL. Current market cap of $200 Billion USD"  
[X Link](https://x.com/ValleyFallsRI/status/1725177992261914965)  2023-11-16T15:44Z [---] followers, [---] engagements


"Walmart store counts circa 2000: $WMT"  
[X Link](https://x.com/ValleyFallsRI/status/1725605871441285373)  2023-11-17T20:04Z [---] followers, [--] engagements


"@EquityBrian $BABA investors can talk about FCF and cash on the balance sheet until theyre blue. Taobao Tmall and Cloud have to grow consistently at double digits. Its what the market wants. That doesnt happen market will say no thanks"  
[X Link](https://x.com/ValleyFallsRI/status/1727004974906003528)  2023-11-21T16:44Z [---] followers, [----] engagements


"$DG shorts Dollar Stores: Last Week Tonight with John Oliver (HBO) via @YouTube https://youtu.be/p4QGOHahiVMsi=hPn1lC8nAWT_6DkU https://youtu.be/p4QGOHahiVMsi=hPn1lC8nAWT_6DkU"  
[X Link](https://x.com/ValleyFallsRI/status/1727418426103111739)  2023-11-22T20:07Z [---] followers, [---] engagements


"Good example of why investors should not look for inspiration by what other people say professionals or otherwise. What people say is useless. They often change their mind right or wrong. No opinion in this example. $PLCE"  
[X Link](https://x.com/ValleyFallsRI/status/1727476849062625571)  2023-11-22T23:59Z [---] followers, [----] engagements


"@CapitalFang @dharmavenger Yeah night and day Burlington TJX and Ross vs Citi Trends"  
[X Link](https://x.com/ValleyFallsRI/status/1727833630959931536)  2023-11-23T23:36Z [---] followers, [---] engagements


"$LULU one of the most successful DTC brands on the planet does 45% of sales in store and 45% online. The remaining 10% is comprised of pop up stores showrooms and wholesale"  
[X Link](https://x.com/ValleyFallsRI/status/1728462411886154188)  2023-11-25T17:15Z [---] followers, [---] engagements


"@bryan_caplan No the most unrealistic part of Breaking Bad is that a middle class wife with no criminal background like Skyler keeps her husbands drug dealing under wraps and then helps him"  
[X Link](https://x.com/ValleyFallsRI/status/1729513767682109628)  2023-11-28T14:53Z [---] followers, [---] engagements


"$PDD Pinduoduo revenue first [--] months of year $158 billion vs. $90 billion in [----]. Crushing it up 75% YoY. $BABA fading into the abyss"  
[X Link](https://x.com/ValleyFallsRI/status/1729518510139658604)  2023-11-28T15:12Z [---] followers, [---] engagements


"@ruima Pinduoduo revenue up 75% YoY. Best stock returns [--] years out from today $PDD $JD or $BABA"  
[X Link](https://x.com/ValleyFallsRI/status/1729655680166924722)  2023-11-29T00:17Z [---] followers, [----] engagements


"During the 2Q of [----] $LULU acquired MIRROR the in-home fitness company. The was the FIRST acquisition Lululemon had made and it was for $500 million. [----] 10K: A significant portion of the purchase price was allocated to goodwill and if our acquisition does not yield"  
[X Link](https://x.com/ValleyFallsRI/status/1729964354496344363)  2023-11-29T20:43Z [---] followers, [---] engagements


"expected returns we may be required to record impairment charges. Fast forward to 2022-2023: after tax impairment of $442 million on MIRROR and Peloton is now the exclusive digital fitness content provider for $LULU. Masterclass in wasting $500 million of shareholder money"  
[X Link](https://x.com/ValleyFallsRI/status/1729964355804860908)  2023-11-29T20:43Z [---] followers, [---] engagements


"$MSFT Microsoft revenue growth rates the last [--] years: Easily the slowest REV growth rates among big tech Americana"  
[X Link](https://x.com/ValleyFallsRI/status/1729979809562845679)  2023-11-29T21:45Z [---] followers, [--] engagements


"*Average* revenue growth rates the last [--] years: [--]. $META Meta 37% [--]. $NFLX Netflix 25% [--]. $GOOG Google 20% [--]. $AMZN Amazon 24% [--]. $MSFT Microsoft 11% [--]. $AAPL Apple 9% Largest co's in the world: Apple market cap $2.9 trillion and Microsoft $2.8 trillion"  
[X Link](https://x.com/ValleyFallsRI/status/1730224658060906652)  2023-11-30T13:57Z [---] followers, [---] engagements


"@JoeCassandra Purchase price and SF"  
[X Link](https://x.com/ValleyFallsRI/status/1734033411344310512)  2023-12-11T02:12Z [---] followers, [----] engagements


"$CHEF Chef's Warehouse has generated only $45 million in owners earnings COMBINED the last [--] years. And yet the business trades at a market cap of $1.1 billion. Never paid a dividend. 1% net profit margins. Terrible. For comparison $DIT Amcon Distributing has generated $60 million in owner earnings the last [--] years and trades at a market cap of $117 million. Of the $60 million in OE $48 million has been returned to shareholders via buybacks or dividends"  
[X Link](https://x.com/ValleyFallsRI/status/1734287480122126825)  2023-12-11T19:02Z [---] followers, [--] engagements


"@21stCentValue This is admission bombshells arent worth the time. Going the route of private equity is a half measure trying to save face. Within a few years $RICK will be fully divested from Bombshells. Would be better if they just did it now"  
[X Link](https://x.com/anyuser/status/1735643181054570744)  2023-12-15T12:49Z [--] followers, [---] engagements


"@csfinanceguy If existing stores have declining sales and youre just opening new stores to grow total revenue while the existing fleet is flat or declining you have a business in trouble. Existing stores should be matching inflation or better"  
[X Link](https://x.com/ValleyFallsRI/status/1735885749621248496)  2023-12-16T04:53Z [---] followers, [--] engagements


"@marketswithmay I would just look to what $BABA spins it off at. When it lists in Hong Kong it'll go @ a valuation of $10 to $20 billion"  
[X Link](https://x.com/ValleyFallsRI/status/1737511010112598089)  2023-12-20T16:31Z [---] followers, [---] engagements


"@marketswithmay"  
[X Link](https://x.com/ValleyFallsRI/status/1737513020870271286)  2023-12-20T16:39Z [---] followers, [--] engagements


"$SYY Sysco Foods hit a market cap of $26 billion in [----] while making $659 million in owner earnings. That is a 2.5% cash flow yield. It would take [--] long years (57% drawdown) for the stock to find a bottom at $11 billion in [----]. It took a total of [--] years for the stock to return to a market cap of $26 billion in [----]. If you bought at the peak in [----] and do not include dividends your CAGR as of [----] would be just shy of 2%"  
[X Link](https://x.com/ValleyFallsRI/status/1737540982688624980)  2023-12-20T18:30Z [---] followers, [---] engagements


"@value_invest12 Now do YoY increases [----] vs [----]. [----] vs [----]. It all balances out. Consumer is fine"  
[X Link](https://x.com/ValleyFallsRI/status/1737613565702586628)  2023-12-20T23:18Z [---] followers, [--] engagements


"@ValueStockGeek I dont know that global diversification is necessary. Are there not japanese companies that continued to do well after [--] And also if your individual stock is overvalued its on the investor to recognize that"  
[X Link](https://x.com/ValleyFallsRI/status/1737816101092835554)  2023-12-21T12:43Z [---] followers, [---] engagements


"$LULU Lululemon works with [--] manufactures across the globe to make their products. I was surprised China was not on the list as the main country of origin despite China having the most LuLu stores only behind the U.S. I wonder if that's intentional. Product manufacturing by country: Vietnam: 40% Cambodia: 14% Sri Lanka: 12% Bangladesh: 8% Indonesia: 7%"  
[X Link](https://x.com/ValleyFallsRI/status/1737842294127206638)  2023-12-21T14:27Z [---] followers, [---] engagements


"Look at the records of high return companies once they have amassed even $1 billion of equity capital. None that I know of has managed subsequently over a [--] year period to keep on earning 20% or more on equity while reinvesting all or substantially all of its earnings. Instead to sustain their high returns such companies have needed to shed a lot of capital by way of dividends or repurchases of stock. Their shareholders would have been far better off if all earnings could have been reinvested at the fat returns earned by these exceptional businesses. But the companies simply couldn't turn up"  
[X Link](https://x.com/ValleyFallsRI/status/1738222198966440012)  2023-12-22T15:37Z [---] followers, [--] engagements


"@Tyler_Minix @nikitabier Tax luxury goods more. Flat income tax 10-15% nationwide"  
[X Link](https://x.com/anyuser/status/1739449972108501090)  2023-12-26T00:56Z [--] followers, [--] engagements


"Im curious if the George Mason economist @bryan_caplan invests in individual stocks My guess is he just sticks to index funds. Its clear *making* money is not what motivates him. Ideas do. Id be curious to poll all the economists and see what percent of them invest their own money vs passively index. Wouldnt be surprised if it mirrored the general population despite their economic mastery"  
[X Link](https://x.com/ValleyFallsRI/status/1739724975219573175)  2023-12-26T19:08Z [---] followers, [--] engagements


"Alibaba $BABA stock returns the last [--] years: 2021: -47% 2022: -27% 2023: -16% [----] best guess"  
[X Link](https://x.com/anyuser/status/1742212967486136429)  2024-01-02T15:55Z [--] followers, [---] engagements


"Tencent $TCEHY stock returns the last [--] years: 2021: - 20% 2022: -27% 2023: -15% [----] best guess"  
[X Link](https://x.com/ValleyFallsRI/status/1742215182321922545)  2024-01-02T16:04Z [---] followers, [---] engagements


"Out of [--] publicly traded retail apparel companies here are the stocks that did best in [----]. [--]. Abercrombie Fitch + 274% [--]. Thred Up + 91% [--]. The Gap + 85% [--]. Real Real + 84% [--]. H&M + 60% [--]. Lululemon + 58% [--]. Chico FAS + 55% [--]. American Eagle + 47% [--]. Urban Outfitters + 47% Thred Up and Real Real are both deeply unprofitable so there is no chance I would have bought them. That leaves [--] out of [--] companies or 19% that generated outsized returns for 2023"  
[X Link](https://x.com/ValleyFallsRI/status/1742609253079171087)  2024-01-03T18:09Z [---] followers, [---] engagements


"42% income tax over $66K euros. What is preventing you from moving to Germany https://t.co/dUt90iA4qv What is preventing you from moving to Germany https://t.co/dUt90iA4qv"  
[X Link](https://x.com/ValleyFallsRI/status/1744763222517789154)  2024-01-09T16:49Z [---] followers, [---] engagements


"@stonkmetal CEO will divest eventually. Idea to look to private equity partnership is a half measure"  
[X Link](https://x.com/ValleyFallsRI/status/1744830824925544550)  2024-01-09T21:17Z [---] followers, [---] engagements


"@PaulAndreola $DLTH. Trades at sub $200M market cap and is worth $400 to $500M. At cyclical lows now. Normalized earnings bring back normalized valuation"  
[X Link](https://x.com/ValleyFallsRI/status/1744914934889070651)  2024-01-10T02:51Z [---] followers, [---] engagements


"@banana_capital_ Thats bananas"  
[X Link](https://x.com/ValleyFallsRI/status/1746161320959861090)  2024-01-13T13:24Z [---] followers, [--] engagements


"@banana_capital_ Duluth Trading. Trades sub $200M market cap and is work closer to $400 to $500 million on normalized earnings. At cyclical low now"  
[X Link](https://x.com/ValleyFallsRI/status/1746887494283493674)  2024-01-15T13:30Z [---] followers, [--] engagements


"A decline in a company's stock price/market cap can result in a "triggering event" which compels the company to do a "interim" impairment test. Case in point: Fluent - $FLNT Fluent performs an impairment analysis once per year but due to the decline of their stock they had perform an additional impairment test. They ended up writing off $110 million of the $165 million in Goodwill on their balance sheet. Over priced acquisitions are the norm 🤮"  
[X Link](https://x.com/ValleyFallsRI/status/1746913773636493450)  2024-01-15T15:14Z [---] followers, [--] engagements


"Auto Zone $AZO Last [--] years: + 7% average annual revenue growth rate + 12.5% average net profit margins Last [--] years: + $2.2 billion in average owner earnings or FCF Market cap: $44 billion. 5% owner earnings yield. Very nice company but not cheap enough"  
[X Link](https://x.com/ValleyFallsRI/status/1746932818230292552)  2024-01-15T16:30Z [---] followers, [---] engagements


"@thegr8observer1 Flanigans has averaged around $3 million in FCF or owner earnings the last [--] years. If a 6% yield is sufficient than by all means. I'm looking for no brainers"  
[X Link](https://x.com/ValleyFallsRI/status/1746970544556179858)  2024-01-15T19:00Z [---] followers, [--] engagements


"Top [--] Risk Factors $HIFS lists on their 10K: [--]. A downturn in local economic conditions could negatively impact the banks business. [--]. Reliance on the FHLB may adversely affect our liquidity and capital position. [--]. Fluctuations in interest rates or a sustained period of inversion between short term and long-term market interest rates may negatively impact the banks business"  
[X Link](https://x.com/ValleyFallsRI/status/1747280478036435300)  2024-01-16T15:31Z [---] followers, [---] engagements


"You know you're in trouble when this is the very first risk factor on the 10K for a company: We are dependent upon access to the capital markets bank credit facilities and short term vendor financing for liquidity needs. $BNED"  
[X Link](https://x.com/ValleyFallsRI/status/1747286503644930516)  2024-01-16T15:55Z [---] followers, [---] engagements


"@chasericker3 Was looking at Donalds comp when he ran things and his total comp package was around $25K to $40K per year Chad's now at $360K"  
[X Link](https://x.com/ValleyFallsRI/status/1748415728808567001)  2024-01-19T18:42Z [---] followers, [--] engagements


"Is it just me or is Amazon Inc. $AMZN the only company in the world that lists their Statement of Cash Flows first instead of last on their 10K"  
[X Link](https://x.com/ValleyFallsRI/status/1749821737846395391)  2024-01-23T15:49Z [---] followers, [---] engagements


"@pernasresearch @ChrisBloomstran "If not for Apple Berkshire would have woefully underperformed the S&P." This assumes they sit on their ass and do nothing with the $30 billion + they invested"  
[X Link](https://x.com/ValleyFallsRI/status/1749849724079759477)  2024-01-23T17:40Z [---] followers, [----] engagements


"@ebitdaddy90 6% IRR BRUH"  
[X Link](https://x.com/anyuser/status/1751045309487050842)  2024-01-27T00:51Z [--] followers, [--] engagements


"@justvalue2 Are they in Costco That would be cool"  
[X Link](https://x.com/ValleyFallsRI/status/1752806759217942942)  2024-01-31T21:31Z [---] followers, [--] engagements


"@justvalue2 Ricker is [--] ish and prime age to become CEO after Sato. Don't see why that's not a plausible outcome"  
[X Link](https://x.com/ValleyFallsRI/status/1753113662406135969)  2024-02-01T17:50Z [---] followers, [--] engagements


"Long Tencent No one can stop Chinese kids from playing games. https://t.co/J4lyPVudLK No one can stop Chinese kids from playing games. https://t.co/J4lyPVudLK"  
[X Link](https://x.com/ValleyFallsRI/status/1753264119522717710)  2024-02-02T03:48Z [---] followers, [--] engagements


"@bryan_caplan This is tough because you only have [--] female followers"  
[X Link](https://x.com/ValleyFallsRI/status/1753488539457917353)  2024-02-02T18:40Z [---] followers, [--] engagements


"Alibaba's $BABA balance sheet has been cash rich for awhile now. Over the last [--] years cash as a percentage of total tangible assets has averaged 35%. Would be better to see that number closer to 15%"  
[X Link](https://x.com/ValleyFallsRI/status/1757469249696563697)  2024-02-13T18:18Z [---] followers, [---] engagements


"No new share issuance no buybacks no dividends. Just reinvest 100% of operating cash flows back into the business. At the same multiple [--] years out the stock return will mirror the return on equity"  
[X Link](https://x.com/ValleyFallsRI/status/1758245042039251291)  2024-02-15T21:40Z [---] followers, [---] engagements


"@BTaylorInvestor Whats your estimate of earnings in [----] Fair value"  
[X Link](https://x.com/ValleyFallsRI/status/1758620076951863327)  2024-02-16T22:31Z [---] followers, [--] engagements


"I agree in spirit but what if a foreign country subsidies an industry and undercuts domestic producers. They just have to suck it up and lose out People have no idea how much poorer we are just because of trade restrictions and that is a really frustrating thing to realize. People have no idea how much poorer we are just because of trade restrictions and that is a really frustrating thing to realize"  
[X Link](https://x.com/ValleyFallsRI/status/1759214793502732794)  2024-02-18T13:54Z [---] followers, [---] engagements


"Retail apparel stocks: Revenue first [--] months of fiscal [----] vs. 2022: Cato Corp: - 8.1% Burlington: + 10.8% Destination XL: - 4.2% J. Jill: - 2.5% Lands End: - 6.6% Lululemon: + 20.1% Ross Stores: + 2.4% Tillys: - 8.3% Zumiez: -12.5% Citi Trends: - 9.0% Duluth Trading: - 2.4%"  
[X Link](https://x.com/ValleyFallsRI/status/1759968137284288784)  2024-02-20T15:47Z [---] followers, [---] engagements


"Agree. Aspiring investors need to spend hours each day reading Ks and Qs and thinking critically about those businesses. Its like a high school basketball player sitting on the couch watching Lebron play and thinking thats going to make him better. You have to put in the hours drilling. Focus on your own skill sets. So much time and potential is wasted away because people are too distracted reading watching reacting to what other investors are doing. You arent going to get better let alone great until you focus on your own game. So much time and potential is wasted away because people are too"  
[X Link](https://x.com/ValleyFallsRI/status/1760133229703528799)  2024-02-21T02:43Z [---] followers, [---] engagements


"@ArbiterValue I don't expect anything in the financials to materially change. Should be pretty in line with expectations. [----] is a new year though and an opportunity to lift margins grow top line 4% - 7% or both"  
[X Link](https://x.com/ValleyFallsRI/status/1760364692915003539)  2024-02-21T18:03Z [---] followers, [--] engagements


"Berkshire: $900 billion market cap"  
[X Link](https://x.com/ValleyFallsRI/status/1760808394804322473)  2024-02-22T23:26Z [---] followers, [---] engagements


"@aryavartx @SariArhoHavren Russia is nothing but a gas station. Only leverage they have. Beyond that theyre screwed. Theyre not even close to challenging US hegemony. China is still way behind US dominance but heading in the right direction provided they dont go too far command/marxist. TBD"  
[X Link](https://x.com/ValleyFallsRI/status/1761911207710093489)  2024-02-26T00:29Z [---] followers, [--] engagements


"@InvestRoiss Because Berkshire is a better value than the index. It often trades at fair value or a tad below. But youre right an index is also fine. Buying Berkshire is buying an ETF without an expense ratio"  
[X Link](https://x.com/ValleyFallsRI/status/1762096150365061482)  2024-02-26T12:43Z [---] followers, [---] engagements


"Retained earnings for the index are NOT reinvested at the return on equity. All retained earnings are spent purchasing expensive shares. Repurchases made at high prices destroy capital. Shares bought at today's [----] x PE earn 4.5% for shareholders not the index's 20% return on equity that one might expect. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1762488786066301334)  2024-02-27T14:44Z [---] followers, [--] engagements


"@QuipusCapital CTRN fully valued at todays price. Plausible it trades at a market cap of $350 million if operating cash flows hit $15 to $25 million this year"  
[X Link](https://x.com/ValleyFallsRI/status/1762494048580071593)  2024-02-27T15:05Z [---] followers, [--] engagements


"@QuipusCapital Based out of Puerto Rico all I know"  
[X Link](https://x.com/ValleyFallsRI/status/1762528501389816146)  2024-02-27T17:21Z [---] followers, [--] engagements


"Most of our portfolio businesses have opportunities to invest retained earnings at or above the return on equity of our portfolio. Some like Berkshire Hathaway can retain all profit and deploy it well. Others have the ability to reinvest some but not all profit and distribute the balance to shareholders as dividends. Companies like Costco and Dollar General fit the bill here. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1762558058754912442)  2024-02-27T19:19Z [---] followers, [--] engagements


"There are numerous interesting aspects to investing. One is that most people believe past performance is a guarantee of future results. Tech stocks at large flew close to the sun in [----] and saw their wings of wax melted sending them hurtling to earth. Unlike Icarus tech has multiple lives and like the Phoenix sprouted new wings and rose from the ashes. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1762867766283878774)  2024-02-28T15:50Z [---] followers, [--] engagements


"Chris Bloomstran throwing serious shade at China: "China's vision is about to unwind one of the most "successful" experiments in industrialization ever untaken. The reality is that China has no more vision than Ray Charles playing catch with Stevie Wonder.""  
[X Link](https://x.com/ValleyFallsRI/status/1762888322127372406)  2024-02-28T17:11Z [---] followers, [--] engagements


"China will deindustrialize and deurbanize. The communist government will collapse. Foreign direct investment is now negative for the first time since records were kept beginning in the 1990's. Foreign capital is leaving China. Chris Bloomstran the ultra China bear"  
[X Link](https://x.com/ValleyFallsRI/status/1762889621808042076)  2024-02-28T17:16Z [---] followers, [--] engagements


"China began industrializing in [----]. They had a front row seat watching Singapore President Lee Kuan Yew successfully industrialize his island with authoritarian capitalism. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1762890663643820060)  2024-02-28T17:21Z [---] followers, [--] engagements


"Berkshire has more tangible assets than any nonbank company in the world. That's an extraordinary thing given the company operates with net cash on the balance sheet meaning it holds more cash than it has debt outstanding. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1763256694476341259)  2024-02-29T17:35Z [---] followers, [--] engagements


"BNSF economically earns more than 13% on equity capital when profits are not depressed as at present. The railroad would not be nearly as profitable without Berkshire having committed as much growth capex in its early years of ownership. No longer however will the rail be a big source of accretive capital allocation. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1763566710118883374)  2024-03-01T14:07Z [---] followers, [---] engagements


"An insane amount of private equity and venture money is in competition to put money to work. Berkshire also has the issue of size. There aren't many $100 billion elephants roaming around. Given investable cash flow is running a high of $48 billion today Berkshire doesn't need elephants. Bagging one would be nice but blocking and tackling serves the company just fine. Berkshire buys knowable and predictable durable earning power but only does so when the price is right. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1763569130047737894)  2024-03-01T14:17Z [---] followers, [--] engagements


"When the Federal Reserve suppressed interest rates in late [----] and certainly during the pandemic Berkshire took to the debt markets. In addition to adding $12.9 billion in net debt during those two years they took the opportunity to materially lengthen the maturity of outstanding borrowings locking in record-low borrowing costs on very attractive terms. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1763569959974621251)  2024-03-01T14:20Z [---] followers, [--] engagements


"Paying no dividend Berkshire's share price will roughly match its return on equity over time plus or minus any expansion or contraction in its valuation. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1763570783899505066)  2024-03-01T14:23Z [---] followers, [--] engagements


"We find a range of Berkshire earning between 10% and 12% on equity capital a reasonable expectation. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1763573530833166797)  2024-03-01T14:34Z [---] followers, [--] engagements


"$FIGS the hospital scrubs clothing company had capital expenditures of $16 million in [----] vs an average of $3.7 million the last [--] years. Founders likes to peddle the notion they're the Lululemon of medical worker apparel. This company is worth $300 to $350 million today"  
[X Link](https://x.com/ValleyFallsRI/status/1763638571179659288)  2024-03-01T18:52Z [---] followers, [---] engagements


"$FIGS net profit margin lookin uggggly. 4% net profit margins the last [--] years. Lululemon operates on 14% net profit margins. I thought you were the next Lulu"  
[X Link](https://x.com/ValleyFallsRI/status/1763642638022885636)  2024-03-01T19:09Z [---] followers, [--] engagements


"$ROST Ross Stores grew book value by 13.5% from [----] to [----]. $4288 billion to $4871 billion Share value increased 19% in 2023"  
[X Link](https://x.com/ValleyFallsRI/status/1765382867461288041)  2024-03-06T14:24Z [---] followers, [--] engagements


"Total revenue at $ROST Ross Stores increased by 9% YoY [----] vs. [----]. $20.3 billion vs. $18.6 billion"  
[X Link](https://x.com/ValleyFallsRI/status/1765386168110063803)  2024-03-06T14:37Z [---] followers, [--] engagements


"$ROST Ross Stores finished [----] with 9.2% net profit margins. Their [--] year long term net profit margin average is 8.3%"  
[X Link](https://x.com/ValleyFallsRI/status/1765396952290640099)  2024-03-06T15:20Z [---] followers, [--] engagements


"$JD the e-commerce giant in China reported total revenue growth of 3.6% for [----] vs. [----]. How much of the slower growth is a result of demand pulled forward during covid vs. overall macro headwinds in China Mixture of both for sure. Remember Covid lockdowns lasted until very end of [----] for the Chinese. $1084 billion RMB vs. $1046 RMB Prior to [----] and [----] the previous top line revenue growth rates year over year were 20% + "  
[X Link](https://x.com/ValleyFallsRI/status/1765441302789808374)  2024-03-06T18:16Z [---] followers, [---] engagements


"Listening to management talk with a heavy accent on the earnings call"  
[X Link](https://x.com/ValleyFallsRI/status/1765753838512767436)  2024-03-07T14:58Z [---] followers, [--] engagements


"Burlington Stores $BURL increased tangible book value from $509 million to $711 million over the last fiscal year. A 39% increase"  
[X Link](https://x.com/ValleyFallsRI/status/1765793389054685212)  2024-03-07T17:35Z [---] followers, [--] engagements


"$BURL Burlington Stores net profit margin for [----] was 3.5% vs. 2.6% in [----]. Net profit margin average the last [--] years for Burlington is 3.1%. The highest it's ever been was in [----] at 6.4% The lowest its ever been was in [----] - 3.8%"  
[X Link](https://x.com/ValleyFallsRI/status/1765796979974492364)  2024-03-07T17:49Z [---] followers, [--] engagements


"@QuipusCapital Zumiez market cap the last [--] years. Look at all those juicy troughs to buy in at. Highly cyclical"  
[X Link](https://x.com/ValleyFallsRI/status/1765828633933840554)  2024-03-07T19:55Z [---] followers, [--] engagements


"In [----] stocks as a % of total assets on the Berkshire balance sheet made up 65%. In [----] stocks make up 35% of total assets. Chris Bloomstran"  
[X Link](https://x.com/ValleyFallsRI/status/1766152079783985265)  2024-03-08T17:20Z [---] followers, [---] engagements


"Thinking back to how investors looked at $HIFS during [----]. In March of [----] the fed started the first rate hike. Each ensuing month interest rates rose. But yet in September of [----] $HIFS shareholders still valued the firm at a market capitalization of $675 million. ($370 million today) The fed was telling the markets they would continue to raise rates aggressively. The shareholders in $HIFS either didn't believe the fed or just weren't paying attention. Had they known the terminal short term rate would end up at 5.25% I wonder if they would have sold in March of [----] when $HIFS was valued"  
[X Link](https://x.com/ValleyFallsRI/status/1766157273519313290)  2024-03-08T17:41Z [---] followers, [---] engagements


"Since there is very little in the corporate bond business that isn't callable you're advised to buy treasuries if you hope to profit from a fall in interest rates. Peter Lynch"  
[X Link](https://x.com/ValleyFallsRI/status/1767182895460815215)  2024-03-11T13:36Z [---] followers, [--] engagements


"A normal corporate balance sheet has 75% equity and 25% debt. Peter Lynch"  
[X Link](https://x.com/ValleyFallsRI/status/1767203262418072002)  2024-03-11T14:57Z [---] followers, [---] engagements


"Over the last [--] years Columbia Sportswear $COLM has paid dividends and bought back shares. $1.2 billion in share repurchases and $575 million in dividends paid. Columbia has generated $3 billion in operating cash flows the last [--] years. $1.8 billion or 60% of OCF's have been used to return money back to shareholders"  
[X Link](https://x.com/ValleyFallsRI/status/1767964017107022112)  2024-03-13T17:20Z [---] followers, [---] engagements


"As shareholders in public co's we often have our ownership diluted from RSU's and stock options. If you're ownership is diluted by 15% the company has to increase their earnings per share by 17.6% for you to earn the same amount"  
[X Link](https://x.com/ValleyFallsRI/status/1767981345362321554)  2024-03-13T18:29Z [---] followers, [----] engagements


"Joey Zwillinger the CEO of $BIRD Allbirds was fired/resigned this week. He was a terrible CEO. The company is a penny stock now. [--] years ago he went on CNBC and made the following statements as they went public: Going public is about creating results for shareholders. Everyone who is investing in this expects to get a significant return. There is no majority DTC retailer in the footwear business. That is an opportunity for us to unlock a ton of value. We see a very clear and short term path to profitability or we wouldnt be coming public Stock trades at [----] cents per share today. Be"  
[X Link](https://x.com/ValleyFallsRI/status/1768088825316679809)  2024-03-14T01:36Z [---] followers, [---] engagements


"Only this guy could make the TikTok ban about buying gold. The risk is #China retaliates for the #TikTokBan by selling Treasuries and buying #gold. $GLD liquidations provide a fortuitous buying opportunity. Americans will lose far more paying higher interest rates and consumer prices than the Chinese will lose on forgone TikTok profits. The risk is #China retaliates for the #TikTokBan by selling Treasuries and buying #gold. $GLD liquidations provide a fortuitous buying opportunity. Americans will lose far more paying higher interest rates and consumer prices than the Chinese will lose on"  
[X Link](https://x.com/ValleyFallsRI/status/1768106473547001938)  2024-03-14T02:46Z [---] followers, [---] engagements


"Only $LULU Lululemon can open stores in mass and be hugely profitable. Everyone else that's a DTC first company that tries to open stores fails. GO WHOLESALE"  
[X Link](https://x.com/ValleyFallsRI/status/1770073154989268995)  2024-03-19T13:01Z [---] followers, [--] engagements


"Tencent $TCEHY revenue grew 10% for [----] over [----]. A welcome return to growth after declining 1% in [----] over 2021"  
[X Link](https://x.com/ValleyFallsRI/status/1770453481490350225)  2024-03-20T14:12Z [---] followers, [---] engagements


"Tencent $TCEHY announcing they are going to double their share repurchases in [----] to over HKD100 billion"  
[X Link](https://x.com/ValleyFallsRI/status/1770455311003914348)  2024-03-20T14:20Z [---] followers, [---] engagements


"Investor does a [---] on $CATO Cato Corp in [--] months. Suppose it happens to the best of us"  
[X Link](https://x.com/ValleyFallsRI/status/1770863464929509807)  2024-03-21T17:22Z [---] followers, [---] engagements


"Nathan's Famous $NATH has an enormous amount of cash as a percentage of total tangible assets. Over the last [--] years cash has averaged 74% of total tangible assets on the balance sheet. (ROU assets not included in asset total)"  
[X Link](https://x.com/ValleyFallsRI/status/1771192651762557351)  2024-03-22T15:10Z [---] followers, [--] engagements


"@bryan_caplan Whats your fee"  
[X Link](https://x.com/ValleyFallsRI/status/1772782480476520873)  2024-03-27T00:27Z [---] followers, [--] engagements


"Matthew Hulett as of June [----] owns 3% of $PETS Pet Meds Express. Pet Meds Express hired him as CEO in [----]. Virtually all of the shares he owns were given to him. He bought a tiny amount out of his own pocket for $100K. The previous CEO Menders Akdag ran the company for [--] years and never had an unprofitable year. Shareholders have been dumping the stock since Matt was hired in [----]. This guy has no long tenure at any company. Jumps around every 2-4 years"  
[X Link](https://x.com/ValleyFallsRI/status/1773339926098006279)  2024-03-28T13:22Z [---] followers, [---] engagements


"Pet Meds Express $PETS looks incredibly cheap. It trades at a market cap of $100 million. The market has completely trashed this stock because of the new CEO Matt Hulett and his capital allocation decisions. This could be a 2x to 4x in 2-3 years if the CEO doesn't torpedo this longstanding profitable pet pharmacy business"  
[X Link](https://x.com/ValleyFallsRI/status/1773369258203898320)  2024-03-28T15:19Z [---] followers, [---] engagements


"$PETS in an earnings call pointing out they won't break out sales from their core business vs. the business they just acquired Why not They operate independently. Such an easy thing to do for your shareholders"  
[X Link](https://x.com/ValleyFallsRI/status/1773411469360607485)  2024-03-28T18:06Z [---] followers, [--] engagements


"Before Fox Factory $FOXF went public it was sold in [----] to Compass Diversified for $80 million. They held and grew it for [---] years and made a profit of $527 million when it went public. Small business owner --- Private Equity --- IPO Today it has a market cap of $2.2 billion"  
[X Link](https://x.com/ValleyFallsRI/status/1773718607576375786)  2024-03-29T14:27Z [---] followers, [---] engagements


"Interest rates as measured by the 30-year U.S. Treasury Bond may fall as low as 3% over the next [--] years. Long term U.S. government bond yields have averaged 4.3% over the past [--] centuries. Chris Bloomstran 2000"  
[X Link](https://x.com/ValleyFallsRI/status/1774777253882200427)  2024-04-01T12:34Z [---] followers, [--] engagements


"Checked out $PETS Pet Meds Express app and pulled the most recent reviews. The most recent [--] reviews averaged [---] stars Pet Meds is a melting ice cube. $700 million market cap down to $97 million in [--] years"  
[X Link](https://x.com/ValleyFallsRI/status/1774858282512912494)  2024-04-01T17:56Z [---] followers, [---] engagements


"Vanguard Blackrock and any other major investment fund is conspicuously absent from the beneficial ownership section of the proxy at $DLTH Duluth Holdings. I believe this has to do with such enormous ownership/control the chairman Stephen Schlect has"  
[X Link](https://x.com/ValleyFallsRI/status/1776283196839137508)  2024-04-05T16:18Z [---] followers, [---] engagements


"Most legacy small cap retail lifestyle apparel co's that are profitable but generally in maturity/stasis generate revenue growth somewhere between 2% to 5% annually. For comparison the blue chip $NKE Nike has the following average revenue growth rates: 2023: 10% YoY [--] Year Average: 7.3% [--] Year Average: 6.9% [--] year Average: 8% And $LULU Lululemon has generated 20% + revenue growth every year the last [--] years"  
[X Link](https://x.com/ValleyFallsRI/status/1776309539463205150)  2024-04-05T18:02Z [---] followers, [---] engagements


"$NKE Nike keeps cash as 20% of tangible assets on average over the last [--] years. Not including ROU operating lease faux assets"  
[X Link](https://x.com/ValleyFallsRI/status/1776331709417402648)  2024-04-05T19:30Z [---] followers, [---] engagements


"Nike's $NKE executive team had total compensation increase quite a bit from [----] to 2023: John Donahue the CEO had compensation go from $28 million to $32 million. The CFO and COO had even larger % increases in total comp:"  
[X Link](https://x.com/ValleyFallsRI/status/1777404081247490547)  2024-04-08T18:32Z [---] followers, [---] engagements


"$DLA Delta Apparel is a shitco that trades at a market cap of just $19 million. The company's cash flows are spotty but they have generated $131 million in operating cash flow the last [--] years. The reason they are so cheap is because they have $143 million in debt. They only have $44 million in tangible assets. Excludes goodwill intangibles and ROU assets. They have to sell off valuable assets or raise new equity"  
[X Link](https://x.com/ValleyFallsRI/status/1778083293499437162)  2024-04-10T15:31Z [---] followers, [----] engagements


"@finchat_io No. Maybe at a market cap of $100B or less"  
[X Link](https://x.com/ValleyFallsRI/status/1778161377380589971)  2024-04-10T20:41Z [---] followers, [----] engagements


"@ODCfan1 I think they have no choice but to sell Salt Lake to stay alive. And when they do they wont have any earning power left"  
[X Link](https://x.com/ValleyFallsRI/status/1778577837886210201)  2024-04-12T00:16Z [---] followers, [---] engagements


"@ODCfan1 Maybe youve heard of typos theyre a thing. Is it not the most valuable asset they have I thought it was correct me if wrong"  
[X Link](https://x.com/ValleyFallsRI/status/1778579524931792939)  2024-04-12T00:22Z [---] followers, [--] engagements


"@ODCfan1 So how much do earnings decline when Salt isnt apart of $DLA I genuinely dont know but I believe its a good chunk. And thats when they are profitable which is spotty"  
[X Link](https://x.com/ValleyFallsRI/status/1778580696665067944)  2024-04-12T00:27Z [---] followers, [---] engagements


"$PETS CEO fired. Stock up 5% on the news. Pet Meds Express $PETS looks incredibly cheap. It trades at a market cap of $100 million. The market has completely trashed this stock because of the new CEO Matt Hulett and his capital allocation decisions. This could be a 2x to 4x in 2-3 years if the CEO doesn't torpedo Pet Meds Express $PETS looks incredibly cheap. It trades at a market cap of $100 million. The market has completely trashed this stock because of the new CEO Matt Hulett and his capital allocation decisions. This could be a 2x to 4x in 2-3 years if the CEO doesn't torpedo"  
[X Link](https://x.com/ValleyFallsRI/status/1784959600959041736)  2024-04-29T14:55Z [---] followers, [---] engagements


"Lululemon $LULU and AutoZone $AZO both have pretax profit margin averages of 17% to 18%. A lot of retail is sub 5%. Any retail company operating above 10% consistently is crushing it"  
[X Link](https://x.com/ValleyFallsRI/status/1785298389665456395)  2024-04-30T13:21Z [---] followers, [---] engagements


"Becky: On March [--] Charlies will was filed with the County of Los Angeles. The first codicil contained an unusual provision. It reads Averaged out my long life has been a favored one made better by duty imposed by family tradition requiring righteousness and service. Therefore I follow an old practice that I wish was more common. Now inserting an ethical bequeath that gives priority not to property but to transmission of duty. If you were to make an ethical bequest to Berkshire shareholders what duties would you impose and why Warren: Id probably say read Charlie. I mean hes expressed it well"  
[X Link](https://x.com/anyuser/status/1787713436333334851)  2024-05-07T05:17Z [----] followers, [---] engagements


"Unifi $UFI has generated $350 million in total cash the last [--] years. Over the same [--] years they've spent $305 million in capital expenditures. And yet revenue has been negative to flat over those [--] years. If revenue and earnings are not growing after buying NEW assets it's all required maintenance capex no matter what the asset is. This company looks cheap using historical PE but quite expensive when using FCF. Insiders disagree"  
[X Link](https://x.com/ValleyFallsRI/status/1788270240494739850)  2024-05-08T18:10Z [---] followers, [---] engagements


"@bryan_caplan For the people that answered childhood is much more important than college as the reason I immediately think social desirability bias. Nonsense. You sent your kid there for the signaling and perceived or real higher levels of learning"  
[X Link](https://x.com/ValleyFallsRI/status/1788369633105310015)  2024-05-09T00:45Z [---] followers, [---] engagements


"Press release the company will not be holding a conference call to discuss its financial results I wouldnt want to either if I were them. Stock down 30%. $DLA $DLA Delta Apparel is a shitco that trades at a market cap of just $19 million. The company's cash flows are spotty but they have generated $131 million in operating cash flow the last [--] years. The reason they are so cheap is because they have $143 million in debt. They only $DLA Delta Apparel is a shitco that trades at a market cap of just $19 million. The company's cash flows are spotty but they have generated $131 million in"  
[X Link](https://x.com/ValleyFallsRI/status/1788579059829477784)  2024-05-09T14:37Z [---] followers, [---] engagements


"$CHRW C.H. Robinson on [----] freight markets: The market continues to experience weak demand combined with excess carrier capacity which is resulting in an oversupplied and very competitive market. These conditions are referred to as a soft market and have existed throughout most of [----] with transportation rates at or near the estimated cost to operate a truck"  
[X Link](https://x.com/ValleyFallsRI/status/1791461455838978475)  2024-05-17T13:31Z [---] followers, [--] engagements


"Average employee headcount at $CHRW C.H. Robinson was down 9% in [----] vs. [----]. Net income was down 65%. $325 million net income [----] $940 million net income 2022"  
[X Link](https://x.com/ValleyFallsRI/status/1791463099318321277)  2024-05-17T13:37Z [---] followers, [---] engagements


"CEO of $CHRW David Bozeman's total compensation for [----] was $27 million. In November of [----] he spent $149K to buy stock in the open market out of his own pocket. It's a tiny commitment and it has such a miniscule impact on net worth. Insiders - if you want to signal confidence to the market you need to buy $1M plus. Small cap's $500K"  
[X Link](https://x.com/ValleyFallsRI/status/1791480047653564848)  2024-05-17T14:45Z [---] followers, [---] engagements


"$UBER Uber Freight Division declined 25% in [----] for comparison $CHRW CH Robinson is one the largest if not the largest 3PL's (freight brokers) in the U.S. It's revenue in [----] was down 29% from [----]. $24.6 billion down to $17.5 Certainly has meaning in the context of business slowing down across the country and inflation cooling. https://t.co/G1Zuh11bgP $CHRW CH Robinson is one the largest if not the largest 3PL's (freight brokers) in the U.S. It's revenue in [----] was down 29% from [----]. $24.6 billion down to $17.5 Certainly has meaning in the context of business slowing down across the"  
[X Link](https://x.com/ValleyFallsRI/status/1791485771586629786)  2024-05-17T15:07Z [---] followers, [---] engagements

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