# ![@valuemaverick1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1265389013864787968.png) @valuemaverick1 Value Maverick

Value Maverick posts on X about $plce, money, $bark, debt the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1265389013864787968/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1265389013864787968/c:line/m:interactions.svg)

- [--] Week [-----] +0.61%
- [--] Month [------] +48%
- [--] Months [-------] -35%
- [--] Year [-------] +273%

### Mentions: [--] [#](/creator/twitter::1265389013864787968/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1265389013864787968/c:line/m:posts_active.svg)

- [--] Month [--] -59%
- [--] Months [---] +56%
- [--] Year [---] +126%

### Followers: [-------] [#](/creator/twitter::1265389013864787968/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1265389013864787968/c:line/m:followers.svg)

- [--] Week [-----] +0.08%
- [--] Month [-----] -0.17%
- [--] Months [-----] +4.10%
- [--] Year [-----] +12%

### CreatorRank: undefined [#](/creator/twitter::1265389013864787968/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1265389013864787968/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$plce](/topic/$plce), [money](/topic/money), [$bark](/topic/$bark) #31, [debt](/topic/debt), [business](/topic/business), [stocks](/topic/stocks), [elon musk](/topic/elon-musk), [market cap](/topic/market-cap), [china](/topic/china), [gymboree](/topic/gymboree)

**Top accounts mentioned or mentioned by**
[@fearmunger](/creator/undefined) [@anidesh7](/creator/undefined) [@marcuslemonis](/creator/undefined) [@grok](/creator/undefined) [@elonmusk](/creator/undefined) [@bsacamanov](/creator/undefined) [@gordongekko89](/creator/undefined) [@jediant](/creator/undefined) [@capitalfang](/creator/undefined) [@ryancohen](/creator/undefined) [@77augustwest72](/creator/undefined) [@ohare888](/creator/undefined) [@davide7ike](/creator/undefined) [@honorthebalzac](/creator/undefined) [@assfaceburner](/creator/undefined) [@georgejcip](/creator/undefined) [@molsonhart](/creator/undefined) [@bedbathbeyond](/creator/undefined) [@billackman](/creator/undefined) [@smallcapking2](/creator/undefined)

**Top assets mentioned**
[BARK, Inc. (BARK)](/topic/$bark) [UiPath, Inc. (PATH)](/topic/$path) [BirdMoney (BIRD)](/topic/$bird) [Bitcoin (BTC)](/topic/bitcoin) [Carvana Co. (CVNA)](/topic/$cvna) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Carter's Inc. (CRI)](/topic/$cri) [GameStop, Corp. (GME)](/topic/$gme) [Decentral Games (DG)](/topic/$dg) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Strategy (MSTR)](/topic/$mstr) [COTY INC (COTY)](/topic/$coty) [Apple, Inc. (AAPL)](/topic/$aapl) [Leslie's, Inc. (LESL)](/topic/$lesl) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Western Union Co (WU)](/topic/$wu) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Mattel, Inc. (MAT)](/topic/$mat) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [LightLink (LL)](/topic/$ll) [Kohl's Corporation (KSS)](/topic/$kss)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@sandiegosam @kingtutspacs @exSPACtations There are some pretty good businesses being spacd that would have been too small to IPO or not sexy enough. Just gotta dig"  
[X Link](https://x.com/valuemaverick1/status/1386092434048888832)  2021-04-24T22:59Z [----] followers, [--] engagements


"@Shinracapital That is an incredibly hard question as we are at all time highs. Nevertheless I would say $COTY silver and silver junior miners should do well for reasons that not correlated to each other"  
[X Link](https://x.com/valuemaverick1/status/1410208695171096576)  2021-06-30T12:08Z [----] followers, [--] engagements


"@jamesxlawrence @girdley It is lwan mowing. It is a commodity service that anyone with low skill can do. The added value would be landscape engineering and irrigation fixing"  
[X Link](https://x.com/valuemaverick1/status/1556620921514987520)  2022-08-08T12:38Z [----] followers, [--] engagements


"@serpinsider Very misleading. Many have spam or black listed"  
[X Link](https://x.com/valuemaverick1/status/1674613912434614272)  2023-06-30T03:04Z [----] followers, [---] engagements


"@ColbyDGuy Is it true he went on this mental health because of a financial contract loop hole"  
[X Link](https://x.com/valuemaverick1/status/1678486349060403215)  2023-07-10T19:29Z [----] followers, [---] engagements


"They are buying back stock now at the [----] range. Good CFO"  
[X Link](https://x.com/valuemaverick1/status/1698324267178266792)  2023-09-03T13:17Z [----] followers, [----] engagements


"@GoodLordJord Anything is possible. The best best best scenario is GM at 40% sga at 450mm sales stating at [---] billion or better and paying off all the debt. Retail companies before used to be no debt companies but 3% interest rates def got the evil wallstreet peep to leverage usa corps"  
[X Link](https://x.com/valuemaverick1/status/1699976628212838760)  2023-09-08T02:43Z [----] followers, [--] engagements


"Today I spent most of my Sunday working on the main thesis for how $expr can earn $3 to $5 a share in [----] calendar year. The three main levers to get this company to profitability is Leases GM expansion and new deals. I will explain how they fix below"  
[X Link](https://x.com/valuemaverick1/status/1701035024898801914)  2023-09-11T00:48Z [----] followers, [----] engagements


"Leases for $expr is the most critical component. Around [--] to 30% of the leases will expire in the [----] calendar year. The avg. cost of these leases are $60 per square foot and I estimated that the stores are way too large considering the inflation with labor marketing etc"  
[X Link](https://x.com/valuemaverick1/status/1701035460787654796)  2023-09-11T00:50Z [----] followers, [--] engagements


"@ErikKaiser Many women would prefer to be with a man that can communicate well satisfy her in bef and make a good living or have the ambition to than a man with no ambition and money and does not give a shit about her"  
[X Link](https://x.com/valuemaverick1/status/1703058530310189145)  2023-09-16T14:49Z [----] followers, [--] engagements


"I listened to the $bark Citi conference and am as bullish as ever and have kept adding to my position by dollar cost averaging. The thesis has changed a but but overall I am happy with the changes and the honesty/direct approach by Matt Meeker and new CFO. Here are a few points"  
[X Link](https://x.com/valuemaverick1/status/1704204841885540377)  2023-09-19T18:44Z [----] followers, [----] engagements


"I remember a time where some stocks still zoomed up with 8% interest rates. This is a cherry pickers market. Dig deep and research like no one else"  
[X Link](https://x.com/valuemaverick1/status/1704579249305276776)  2023-09-20T19:32Z [----] followers, [---] engagements


"@Cribdilla Small cap stocks yes other stuff maybe"  
[X Link](https://x.com/valuemaverick1/status/1704824599458754910)  2023-09-21T11:47Z [----] followers, [---] engagements


"@MichaelWigginsO The stock will be $3 to $5 by end of next year. Lot of stuff has been fixed snd not showing up yet on the income statement"  
[X Link](https://x.com/valuemaverick1/status/1707002670907613503)  2023-09-27T12:02Z [----] followers, [--] engagements


"@SemiCynic @ActAccordingly @ryancohen Not much money to release to be honest. And no logistics or anything just all website and transaction"  
[X Link](https://x.com/valuemaverick1/status/1707767106626814339)  2023-09-29T14:39Z [----] followers, [--] engagements


"@Safid_Deen I turned off after q2 with [--] minutes left. I knew where it was going. Lets see next week"  
[X Link](https://x.com/anyuser/status/1708871910589669462)  2023-10-02T15:49Z [--] followers, [--] engagements


"Unpopular take but I think the fed has done a fantastic job so far. I do not think they should rates at all for at least [--] years to wash away all of the shit businesses and get businesses to focus on profitability and dividend growth. The game of leverage for buybacks is over"  
[X Link](https://x.com/valuemaverick1/status/1708952878641992112)  2023-10-02T21:11Z [----] followers, [---] engagements


"@Integrity4mkts Actually he got my boss at the time to do a secondary with some warrants and we made money but not a lot from what I can remember. He was pushing Mongolia hard back then"  
[X Link](https://x.com/valuemaverick1/status/1709183786305425844)  2023-10-03T12:29Z [----] followers, [--] engagements


"@georgejcip @marcuslemonis You may be right. If the debt is fixed and low rate then he will be fine inflation takes care of it but if floating then yea bad news"  
[X Link](https://x.com/valuemaverick1/status/1709921025507398140)  2023-10-05T13:18Z [----] followers, [--] engagements


"Congrats to anyone that got a 3% mortgage at all time high real-estate prices. Eventually you will be underwater on the value of the home but the mortgage payment will be so low you will feel no pain or loss i do not think there is even a term for this in economics"  
[X Link](https://x.com/valuemaverick1/status/1710256771233730775)  2023-10-06T11:32Z [----] followers, [---] engagements


"@puppyeh1 How if you have no control"  
[X Link](https://x.com/valuemaverick1/status/1711563928654725256)  2023-10-10T02:06Z [----] followers, [----] engagements


"@ConorNeu Is there anyway for a small business to take advantage of these debt terms by making a deal with the people who signed up for this Because hard to get these terms. The issue seems to he if there is any collateral at all"  
[X Link](https://x.com/valuemaverick1/status/1717364827218149378)  2023-10-26T02:17Z [----] followers, [--] engagements


"@ConorNeu Is there a way to get a list of all the businesses that got this loan and have defaulted"  
[X Link](https://x.com/valuemaverick1/status/1717370514711196043)  2023-10-26T02:40Z [----] followers, [--] engagements


"@VanQuisHERphx1 @burrytracker Not true. Check his track record"  
[X Link](https://x.com/valuemaverick1/status/1718244461258359112)  2023-10-28T12:32Z [----] followers, [---] engagements


"@Cribdilla Well it kinda is. Depends on when you buy. It is one of the only businesses that you can raise prices based on wage growth or growth of money supply. Not the case for tech and other industries"  
[X Link](https://x.com/valuemaverick1/status/1720044966884278690)  2023-11-02T11:47Z [----] followers, [--] engagements


"@Metalpanthers Well. They can buy out his contract and save 33% of the remaining value which is $56mm cost to them. Or trade him back and eat $5mm for [--] years and save $16mm vs. buyout and maybe get a draft pick and prospect back. A deal can be done the issue is his skill not playoff style"  
[X Link](https://x.com/valuemaverick1/status/1722239955555225990)  2023-11-08T13:09Z [----] followers, [---] engagements


"@krugermacro $4 billion to keep stealing from people sounds like a win"  
[X Link](https://x.com/valuemaverick1/status/1726994317745807375)  2023-11-21T16:01Z [----] followers, [---] engagements


"If i do bank wire it will be $45 per person and the team is aroud [--] people. So $700 a month in fees. Paypal will charge me 0% with credit card but charge my team 3% to 10%. I also have to manually do this vs automatic for upwork"  
[X Link](https://x.com/valuemaverick1/status/1727001229035987291)  2023-11-21T16:29Z [----] followers, [---] engagements


"If Paypal did not hold peoples money hostage like they occasionally do I would move it all to Paypal. Crypto is would not mind but the fees can be worse than upwork. I convert they convert blah blah blah"  
[X Link](https://x.com/valuemaverick1/status/1727001696264663245)  2023-11-21T16:31Z [----] followers, [---] engagements


"@DanielSingerS No. Chatgpt please build me an e-commerce website that will hopefully one day do $50mm a year in revenue. Go Chatgpt please call this customer with an american accent and make the customer happy by offering discounts or free productgo. Sorry. No"  
[X Link](https://x.com/valuemaverick1/status/1727002961895899150)  2023-11-21T16:36Z [----] followers, [--] engagements


"@thesamparr He looks [--]. Not surprised"  
[X Link](https://x.com/valuemaverick1/status/1727356689052225968)  2023-11-22T16:01Z [----] followers, [----] engagements


"@JonOlson62 @miamiguydylan @NHLBruins Dumping occurs in all arenas. I bought tickets to a SF game vs dolphins last year in SF for $150 each in lower bowl. Those usually go for $15 for arizona games i am sure that happens nationwide not canada tho"  
[X Link](https://x.com/valuemaverick1/status/1727477503411802419)  2023-11-23T00:01Z [----] followers, [---] engagements


"@brentlsaunders @elonmusk @TuckerCarlson Dude you are not big pharma"  
[X Link](https://x.com/valuemaverick1/status/1730966283707920820)  2023-12-02T15:04Z [----] followers, [---] engagements


"@michaelpatron0 @GovRonDeSantis You have a mortgage on it If not. No need for insurance. Self insure"  
[X Link](https://x.com/valuemaverick1/status/1735329909088604330)  2023-12-14T16:04Z [----] followers, [--] engagements


"When everyone is saying the trade now is risk on it usually means the risks of loss of capital are greater. Many stocks have moved 50% to 75% off lows. I fear this may be a bull trap"  
[X Link](https://x.com/valuemaverick1/status/1736043980226167035)  2023-12-16T15:21Z [----] followers, [---] engagements


"@SMB_Attorney Happy for Detroit but I feel 49ers and Ravens is this years super bowl and ravens win it with Lamar"  
[X Link](https://x.com/valuemaverick1/status/1749230977497313402)  2024-01-22T00:42Z [----] followers, [---] engagements


"@puppyeh1 What are your top [--] small town in japan that are pretty/sightseeing. Not hiroshima kyoto fukuoka or angthing like that like small towns that are worth visiting. Himeji was cool"  
[X Link](https://x.com/valuemaverick1/status/1751942802282316013)  2024-01-29T12:18Z [----] followers, [---] engagements


"@mhp_guy I hate to break it to you but at 20k or below bitcoin your small mine will go bust and your miners will be worth [--] because they depreciate fast and new miners come out every year or so that is faster and faster. I also think your electrocity is not at [--] cents or lower"  
[X Link](https://x.com/valuemaverick1/status/1753448388626964893)  2024-02-02T16:00Z [----] followers, [----] engagements


"@mhp_guy Congrats Thank you for proving me wrong. Time will tell given me experience from [----] to today"  
[X Link](https://x.com/valuemaverick1/status/1753449306760098001)  2024-02-02T16:04Z [----] followers, [----] engagements


"@orrdavid David thank you for commenting in my work. Appreciate it. I do not disagree with your shoot from the hip assessment. I also like to see greenshoots to see if a turnaround is happeningx i saw it many times apple [----] deck [----] and many more. Lets see what happens with $expr"  
[X Link](https://x.com/valuemaverick1/status/1753485143363522989)  2024-02-02T18:26Z [----] followers, [---] engagements


"@orrdavid I do not think they are going bankrupt. Meeting with lenders does not mean bankruptcy. New CEO was a former CFO and if anything can come up given q4 is best cash flow quarter. Anyway lets see. I was bearish too but i started to see progress"  
[X Link](https://x.com/valuemaverick1/status/1753486082208141365)  2024-02-02T18:30Z [----] followers, [---] engagements


"@dd_capital @orrdavid Traffic keeps trending up. Not collapsing. Not spending on google ads. Website is better. New retail partners will help sell through and other new partners"  
[X Link](https://x.com/valuemaverick1/status/1753506041759740104)  2024-02-02T19:49Z [----] followers, [---] engagements


"@dd_capital @orrdavid Also buying hack stock paid down debt and will continue as they keep expanding cash flow with low stock price. New cfo is excellent in my opinion. So yea greenshoots"  
[X Link](https://x.com/valuemaverick1/status/1753556034533114085)  2024-02-02T23:08Z [----] followers, [---] engagements


"@credibleposts @orrdavid Been a brand around for a while with consistent revenues of billions for years. It has been operated poorly for a while. Others are thriving and just as old or older. $anf is perfect example. Fashion expert Nope"  
[X Link](https://x.com/valuemaverick1/status/1754577325755133986)  2024-02-05T18:46Z [----] followers, [--] engagements


"@kingdomcapadv If you like $chwy you must like $bark"  
[X Link](https://x.com/valuemaverick1/status/1754638739546980399)  2024-02-05T22:50Z [----] followers, [---] engagements


"@kingdomcapadv Do yourself a favor and read filings and listen to conference calls before you tweet next time"  
[X Link](https://x.com/valuemaverick1/status/1754639766249763263)  2024-02-05T22:54Z [----] followers, [---] engagements


"@compound248 Heat and panthers game cruise"  
[X Link](https://x.com/valuemaverick1/status/1756122990046003427)  2024-02-10T01:08Z [----] followers, [---] engagements


"@PetitRetard Taking 11% to 16% of gross revenue is all the profit. The investors should pull out their money"  
[X Link](https://x.com/valuemaverick1/status/1798311273605853529)  2024-06-05T11:09Z [----] followers, [----] engagements


"I am beginning to wonder if @TheRoaringKitty is backed by a hedge fund to form such a large position. Did he make $100mm on $gme in round [--] Maybe he did $nvda calls for the past [--] years. The size of his position is not small by any means"  
[X Link](https://x.com/valuemaverick1/status/1798892795987681763)  2024-06-07T01:40Z [----] followers, [---] engagements


"For the past few weeks I have been going through a rabbit hole of nano caps. A few observations. All the NYSE nano caps are bankrupt companies. No gems or interesting stories. High chance of delisting or bankruptcy. Only in severe drawdowns like [----] can you find bargains"  
[X Link](https://x.com/valuemaverick1/status/1802885840781136313)  2024-06-18T02:07Z [----] followers, [---] engagements


"I designate nano caps in the following labels. Dilution whores (the most dangerous of them all) Broken business model Zirp business model Bad mgmt but good product Special situations (mergers and unknown info)"  
[X Link](https://x.com/valuemaverick1/status/1802886444035211705)  2024-06-18T02:09Z [----] followers, [---] engagements


"The dilution whores are the worst. They show crazy growth in the top line balance sheet may look healthy but somehow every year boom a dilution. Then another. Then another. The way to spot them is crazy good story telling ceo that NEVER purchase shares and no end in sight"  
[X Link](https://x.com/valuemaverick1/status/1802887606344057014)  2024-06-18T02:14Z [----] followers, [---] engagements


"Broke business model. Low gross margins no competitive advantage management is all over the place and no matter how good the financials look (balance sheet) the business is pretty much dead"  
[X Link](https://x.com/valuemaverick1/status/1802888355052413087)  2024-06-18T02:17Z [----] followers, [---] engagements


"Bad management but good product is probably the best of them all. These are the [--] to potential [---] baggers. Sometimes it has some dilution but the traction has to be there. $celh is a great example. The product really helps make the story/business work. You gotta dig deep though"  
[X Link](https://x.com/valuemaverick1/status/1802889245499011494)  2024-06-18T02:21Z [----] followers, [---] engagements


"Special sits are the most intellectually intriguing. You have to piece puzzles together but also derermine if the new co is going to be any better than current co and what the management is going to so or what the market values the new co. There is arb here sometimes multi bagger"  
[X Link](https://x.com/valuemaverick1/status/1802889563490107655)  2024-06-18T02:22Z [----] followers, [---] engagements


"This is borderline a ZIRP business model or a broken one. Their interest expense has skyrocketed due to a receivables discount program. Now company is struggling badly. Only way for them to be OK is low interest rates. $mpaa insiders owning so little gives it away buyer beware"  
[X Link](https://x.com/valuemaverick1/status/1804842524730671313)  2024-06-23T11:42Z [----] followers, [---] engagements


"Here is an example of a broken business model that COULD BE A SPECIAL SITUATIONS PLAY. Shutting down business and merging with Nina footwear the owner is actually the same former CEO of $plce during boom time. $pik $nina (new ticker by year end)"  
[X Link](https://x.com/valuemaverick1/status/1804846166942630052)  2024-06-23T11:57Z [----] followers, [---] engagements


"I think I found a company that squandered its growth potential due to its absolutely insane dividend policy. More than $250mm was distributed to shareholders with barely any growth over [--] years. Why They stopped the dividend finally. $pets"  
[X Link](https://x.com/valuemaverick1/status/1805235327688163718)  2024-06-24T13:43Z [----] followers, [---] engagements


"I am looking deeply into $pets I think it was such a poorly run company for more than a decade yet a business that should be easily 3x larger if it did jot squander $250 million in dividends over the past decade. What is crazy is that execs own less than 2% of shares"  
[X Link](https://x.com/valuemaverick1/status/1805788339242471803)  2024-06-26T02:21Z [----] followers, [---] engagements


"The rabbit hole is getting deeper on $pets. I have watched [--] hours of interviews of the new CEO. I think the hire may be the best thing the company has done in a long time. These hires take time to impact because they will hire their own CFO CMO etc. lots to integrate"  
[X Link](https://x.com/valuemaverick1/status/1806191734868578732)  2024-06-27T05:04Z [----] followers, [---] engagements


"Here is a very crude summary of what I think the company can do this fiscal year and next. Today you are paying $26mm enterprise value for a $300mm business that can do 8% EBIT margin. Meaning a crazy IRR at todays stock price. There is some cash burn but I think stopped this Q"  
[X Link](https://x.com/valuemaverick1/status/1806193032938553386)  2024-06-27T05:09Z [----] followers, [---] engagements


"Stumbled upon $brlt just crazy. Down 90% from IPO. Founders own 91% of stock b class shares that is part of the problem market cap is $28mm but net cash is $100mmm slightly profitable but with looming recessions definitely not the best industry to be in. CEO founder hurting stk"  
[X Link](https://x.com/valuemaverick1/status/1807176578402484711)  2024-06-29T22:17Z [----] followers, [---] engagements


"The board of $LL not only needs to be completely fired but criminally prosecuted for how they have destroyed shareholder value not selling at significantly higher prices. Whenever you see no one on board of execs buying stock. Stay away. No matter how good upside it is"  
[X Link](https://x.com/valuemaverick1/status/1809744972071018993)  2024-07-07T00:23Z [----] followers, [---] engagements


"Sooooooo $rgf is already owned by PMC. Shareholders do not own the business never have most likely never will with 20% gross margins. The new financing is clear who daddy is. Penny warrants expiring [----] for 10% of company regardless if there is secondary. Note to self"  
[X Link](https://x.com/valuemaverick1/status/1809769594162172175)  2024-07-07T02:01Z [----] followers, [---] engagements


"Although @marcuslemonis has a lot to do with $byon and there is a chance that this company can compete with offsite and onsite brands (ross ikea etc) stock is cheap but can get cheaper. If fixed the company in [--] years can be running on all cylinders and be worth a billions"  
[X Link](https://x.com/valuemaverick1/status/1816486775814320363)  2024-07-25T14:52Z [----] followers, [---] engagements


"This is all about finding what management can do. The economy is weak on the consumer side and value prices retailers can thrive. $dg thrived during the crisis. So it is all about product price and people"  
[X Link](https://x.com/valuemaverick1/status/1816487052659331445)  2024-07-25T14:53Z [----] followers, [---] engagements


"Has anyone done any modeling or work in $LL looking at making a model to see what new board members can do with company. I am connecting dots here with F9brands and it starting to make sense"  
[X Link](https://x.com/valuemaverick1/status/1820564255806202261)  2024-08-05T20:55Z [----] followers, [----] engagements


"@BoxLongs Cabinets to go in believe is $50mm in revenues Not sure what total F9 brands is worth. But it seems like it would be good to merge with stock when it makes sense to. Now It does not at $25mm market cap"  
[X Link](https://x.com/valuemaverick1/status/1820921610414477653)  2024-08-06T20:35Z [----] followers, [--] engagements


"@lilinvestor @SmallCapKing2 Totally a buy and $pets too but i think we are close to bottom. I think bottom is like $2 to $3"  
[X Link](https://x.com/valuemaverick1/status/1821227562233647577)  2024-08-07T16:51Z [----] followers, [--] engagements


"As expected $pets reported shit results and marketcap is $70mm with $50mm in cash. They are burning 3mm a quarter now and I think the cash burn will stop within [--] months and next year turn a profit. The call says all the right things and with Petiq buyout downside is limited"  
[X Link](https://x.com/valuemaverick1/status/1821235582435258559)  2024-08-07T17:22Z [----] followers, [---] engagements


"@AlphaNerdling @razorpudding @beaniemaxi @FloridaUnemplo1 @travelamigo Hmmmm new account. Although I kinda agree with you. Sullivan is not for shareholders best interest only himself. Is he willing to lose money on stock purchase for something larger That is the question"  
[X Link](https://x.com/valuemaverick1/status/1821651345486893214)  2024-08-08T20:55Z [----] followers, [--] engagements


"@razorpudding @AlphaNerdling @beaniemaxi @FloridaUnemplo1 @travelamigo The share buy was a ticket to win proxy war clean out board not really to fix business. We do not know his true intentions but given track record he is in it for himself. Not the 90% of shareholders. That is my main concern of him"  
[X Link](https://x.com/valuemaverick1/status/1821664706626478501)  2024-08-08T21:48Z [----] followers, [--] engagements


"Sometimes I think I an a glutton for punished stocks that have declined 90% from their peak. It fascinates me how management teams can really mess a good thing. $LL and $pets are my two WTF I cant believe this is a nanocap"  
[X Link](https://x.com/valuemaverick1/status/1822642005056340434)  2024-08-11T14:31Z [----] followers, [---] engagements


"@Molson_Hart If only we can trust their stock market. All frauds"  
[X Link](https://x.com/valuemaverick1/status/1823130149023326456)  2024-08-12T22:51Z [----] followers, [---] engagements


"@WaltHudson If this were a tech stock it would be trading for billions easily $6 billion but given it is RV and not sexy it trades at crap valuation revenue growth for beyond can accelerate much faster than cwh"  
[X Link](https://x.com/valuemaverick1/status/1823808984140407126)  2024-08-14T19:48Z [----] followers, [--] engagements


"Getting this weird feeling that maybe $bird is like what cros was [--] years ago when stock hit $6 and was considered doomed. Management team of $bird seems pretty good main issue is cash burn is still high for this year"  
[X Link](https://x.com/valuemaverick1/status/1827383214232506560)  2024-08-24T16:31Z [----] followers, [---] engagements


"Made a list of nano/micro caps that I think have the potential to 5x to 10x over the next [--] to [--] years. But I can see them also drop 30% to 50% more. So far I have $ctrn new ceo low burn $bird new ceo high burn $pets new ceo low burn $bark (dont see it dropping given momentum)"  
[X Link](https://x.com/valuemaverick1/status/1830252448499527830)  2024-09-01T14:32Z [----] followers, [---] engagements


"$ctrn i like how the new ceo bought a ton of shares and a super large holder owns 30% of the company. New brands being added to their stores to bring more profitable or higher basket. But all these changes will not show for another [--] to [--] months. Hence why it can drop a bit more"  
[X Link](https://x.com/valuemaverick1/status/1830256455666331734)  2024-09-01T14:48Z [----] followers, [---] engagements


"$bird interests me because of $deck and $crox but how so many more shoe brands out there and i hate the SGA costs. New ceo has excellent background but new designs not until [----] burn still high needs to be breakeven asap"  
[X Link](https://x.com/valuemaverick1/status/1830257666125635833)  2024-09-01T14:53Z [----] followers, [---] engagements


"$pets i really like but ceo has not bought a single share open market. Has history of being profitable but zero growth. Lots of stuff needs to change and merger still not fully transitioned burn is slow though"  
[X Link](https://x.com/valuemaverick1/status/1830262593174544636)  2024-09-01T15:13Z [----] followers, [---] engagements


"@sabrams7 @KelseyS43188105 Either this is the right time or it still a bit too early. $deck was almost all 100% wholesale and then later went dtc but birds was 100% dtc and now going wholesale in eu and most likely the usa. There are just so many brands out there now compared to [--] years ago"  
[X Link](https://x.com/valuemaverick1/status/1831333007309033918)  2024-09-04T14:06Z [----] followers, [--] engagements


"@BluthCapital @Mr_Neutral_Man Get a blood sugar monitor and test it with all the foods in your house. Like eat it and then test blood.The baked breads there are the worstchicken was not far behind"  
[X Link](https://x.com/valuemaverick1/status/1831514702574125466)  2024-09-05T02:08Z [----] followers, [--] engagements


"@peonyKingOF Kidpik"  
[X Link](https://x.com/valuemaverick1/status/1831641937721307242)  2024-09-05T10:34Z [----] followers, [--] engagements


"Whoops ticker is $pik"  
[X Link](https://x.com/valuemaverick1/status/1831644493709217952)  2024-09-05T10:44Z [----] followers, [--] engagements


"@KobeissiLetter Then inflation. Massive inflation"  
[X Link](https://x.com/valuemaverick1/status/1831810077361369552)  2024-09-05T21:42Z [----] followers, [---] engagements


"So $pets just hired a good CFO. You can see where $pets is heading long-term but lots of low hanging fruit to fix. Can still drop 30% or more if cash burn continues but at $20 enterprise value they are priced for bankruptcy. Technically negative ev because building hq worth a lot"  
[X Link](https://x.com/valuemaverick1/status/1834586424072429648)  2024-09-13T13:34Z [----] followers, [---] engagements


"You forgot the increased taxes to the business owners and all the inflation due to handouts that causes the labor cost component to increase exponentially. I am always for a livable wage but handouts and obama phones etc. Im about to show you that companies that import products are more profitable under @KamalaHarris corp tax plan than under the Republican plan with tariffs This is a simplification. But the math is the math. Lets say you are a company that imports everything it sells and Im about to show you that companies that import products are more profitable under @KamalaHarris corp tax"  
[X Link](https://x.com/valuemaverick1/status/1834689095836057693)  2024-09-13T20:22Z [----] followers, [---] engagements


"@Bethazor1 i have a silly question. For opticals that are located in strip malls or plazas. What do you recommend or what have you seen from your experience opticals stores do to protect from break-ins etc. accordion metal shutters at close Or another alternative"  
[X Link](https://x.com/valuemaverick1/status/1834691194435068042)  2024-09-13T20:30Z [----] followers, [--] engagements


"Any value investor out there know the story of $asle always thought it was a good business down 90% in the past year or sodef revolver is hurting with high interest currently but is business that bad Too many new planes"  
[X Link](https://x.com/valuemaverick1/status/1834783600752861480)  2024-09-14T02:37Z [----] followers, [---] engagements


"This letter by Mithaq is a breath of fresh air wish all executive teams were like this. Yes talks a bit much about Buffett and Munger but the stuff they talk about $plce shows how much wasteful spending was happening inconsistencies debt being silly given inflation pressure. They did not mention how leases is as well but how can they when 100% of store bases is leases. Truth is most retail dies because of poor management inflation debtand inflation is costs of goods labor and leases. If you own your real estate yes you dont grow as fast and wall street hates it but you can keep prices low for"  
[X Link](https://x.com/valuemaverick1/status/1836212369057354231)  2024-09-18T01:15Z [----] followers, [---] engagements


"I can tell you first hand a-lot of these real estate twitter people are full of shit and are not really making as much money as they say they are OR are so much in debt that any day the house of cards of their empire will crash. I say this because why do real estate getting 5x levered return of 15% or 20%. It does not take much for that to go to $0 and bust. Here is a story when I started a mini journey on buying mortgage notes. I talked to a [--] to [--] year old hard money lender a few years ago and he said he first started by owning real estate then got so sick of dealing with tenants fixing"  
[X Link](https://x.com/valuemaverick1/status/1837262584099307587)  2024-09-20T22:48Z [----] followers, [----] engagements


"Anyone have the story on $crsr Stumbled upon it and am interested. Technically not cheap cheap but this is a top [--] brand in the space not sure if will get to bankruptcy type valuation scare"  
[X Link](https://x.com/valuemaverick1/status/1838052303523217450)  2024-09-23T03:06Z [----] followers, [---] engagements


"$sfix is down 39% today as a retailer their gross margins are pretty good the problem is the crazy $76mm in stock based compensation last year. If they got that to $0 the company has a chance to survive. These companies need to stop giving stock away like candy. This just proves that many companies are built so that the stock is the business not the business behind it all caused by VCs that fund poor business models but know the hype leading up to ipo is what really matters. Maybe $sfix can make it but the shenanigans has to stop. Give employees cash bonuses and if they want to buy stock they"  
[X Link](https://x.com/valuemaverick1/status/1839102480451260755)  2024-09-26T00:39Z [----] followers, [---] engagements


"@mt3209 @LynAldenContact Store of value nonsense Tell me you have never lived in a 3rd or 2nd world country or know what it is like to have to abandon your home and not be able to sell anything for any money. Not even able to take gold coins. You really have no clue what Bitcoin really does"  
[X Link](https://x.com/valuemaverick1/status/1839113435126145317)  2024-09-26T01:23Z [----] followers, [--] engagements


"At what point does $wba become a buy Enterprise value is $16 billion and it does about $2 to $3 billion in profit. That is an owner yield of 12.5% to 18.75% assuming profit does not collapse further. They definitely need to stop the dividend pay down debt tho. If they lower drug prices to bring in more traffic to the store they can be like a mini target. I need to dig deeper to understand all the problems though. Any thoughts from any investors out there"  
[X Link](https://x.com/valuemaverick1/status/1839255461649907888)  2024-09-26T10:47Z [----] followers, [----] engagements


"@LecatesChris i think it is implied dividend is going to be cut in half at the very least. I have not read the 10K yet so not sure about the other investments. You could argue with cost plus drugs and costco and pbm can always squeeze walgreens but money made is selling candy not drugs"  
[X Link](https://x.com/valuemaverick1/status/1839289581407186974)  2024-09-26T13:03Z [----] followers, [---] engagements


"@SightlyValue @LecatesChris So given all of this info what is conclusion"  
[X Link](https://x.com/valuemaverick1/status/1839467360387801169)  2024-09-27T00:49Z [----] followers, [--] engagements


"Plot twist. China controls these countries. The next China is: - not Mexico - not South America - not Central Asia - not Africa - not America with robots - and it is not India It is non-English speaking Southeast Asia     Vietnam Indonesia Malaysia Thailand Cambodia https://t.co/DCawW1zPrt The next China is: - not Mexico - not South America - not Central Asia - not Africa - not America with robots - and it is not India It is non-English speaking Southeast Asia     Vietnam Indonesia Malaysia Thailand Cambodia https://t.co/DCawW1zPrt"  
[X Link](https://x.com/valuemaverick1/status/1839650158662836592)  2024-09-27T12:55Z [----] followers, [---] engagements


"@RxflowR @Molson_Hart Cambodia is China"  
[X Link](https://x.com/valuemaverick1/status/1839657885992665269)  2024-09-27T13:26Z [----] followers, [---] engagements


"@CorneliaLake When the last bull capitulates it usually means it is time to buy. I think the bottom is in or close to it. I think the business can do well on its own and can with new products and profit they can pay down debt I think the quarters have been messy with all the changes etc"  
[X Link](https://x.com/valuemaverick1/status/1840267841817252090)  2024-09-29T05:50Z [----] followers, [--] engagements


"I found this article on $farm to be interesting. this guy used to be head of coffee for Nestle not a bad hire at all. Surprised actually. https://finance.yahoo.com/news/more-niches-mean-more-opportunity-112201310.html https://finance.yahoo.com/news/more-niches-mean-more-opportunity-112201310.html"  
[X Link](https://x.com/valuemaverick1/status/1840272782740930962)  2024-09-29T06:09Z [----] followers, [---] engagements


"@Stox_King @trader1sz @elonmusk Underrated tweet"  
[X Link](https://x.com/valuemaverick1/status/1840284051845812244)  2024-09-29T06:54Z [----] followers, [---] engagements


"@Molson_Hart They need like triple the nuclear power for that to happen and there is harely any infrastructure in cities and aprtments to put in charging ports. Will be decades before this happens"  
[X Link](https://x.com/valuemaverick1/status/1840377152123838664)  2024-09-29T13:04Z [----] followers, [----] engagements


"The mistake was even offering $777k probably worth $600k Ladies and gentlemen: I present to you the largest and dumbest illiquid market in the world. https://t.co/SjEmpIR4Y4 Ladies and gentlemen: I present to you the largest and dumbest illiquid market in the world. https://t.co/SjEmpIR4Y4"  
[X Link](https://x.com/valuemaverick1/status/1841839748626706747)  2024-10-03T13:56Z [----] followers, [---] engagements


"Been going deep into the $byon Piper call with @marcuslemonis which is the best call that lets you understand the future of the company. Here are a few bullet point points. [--]. Traditional ecommerce and discount ecommerce is broken and will be hard to make money. [--]. Bbb overstock and zulily attract specific demographics. Low income to upper middle income shoppers mostly women. Has 6.2nm customers can easily get that to [--] to 20mm over time. [--]. Data collected from the customers that purchase products will be used to sell other services. Like [--] to [--] other services and if each customer just buys"  
[X Link](https://x.com/valuemaverick1/status/1842939984971444576)  2024-10-06T14:48Z [----] followers, [----] engagements


"@77AugustWest72 Yes and no. Does it matter how you get the ebit as long as you get it"  
[X Link](https://x.com/valuemaverick1/status/1842961495736611110)  2024-10-06T16:13Z [----] followers, [---] engagements


"Here are raw notes. Holding a company data and fintech company lower cost of acquisition that consumer in a different. Asset light Affinity type model Products and services no inventory related to it and highly recurring revenue Ip and data monetization [--] key brands bed bath overstock and zulily Overstock for several decades etc. blockchain crypto (hopeful of value) Acquisition bullet to the head when they shut off different than bed bath and beyond Overstock 170mm run rate Previous management made bad decisions dropping for bbb domain Sequentially improving margins and decreasing SGA Soft"  
[X Link](https://x.com/valuemaverick1/status/1842987084145176844)  2024-10-06T17:55Z [----] followers, [---] engagements


"@77AugustWest72 Nice Yea I think the affiliate model is not questiontionable just more like how much will it really yield. I think the main business should still yueld 1% to 2% ebit and if they can get the the other 7% or mire with membership and other stuff than great"  
[X Link](https://x.com/valuemaverick1/status/1843013314022142310)  2024-10-06T19:39Z [----] followers, [---] engagements


"So lets see they are at $1.5 billion in revenues now. 1% ebit is $15mm then they have cash of $100mm but going to use half that in some of these deals. Then burn. So assume $0 cash. $500mm market cap is around .3x revenues. With optionality of other stuff. Feel like margin of safety for me is at $5 or $250mm marketcap. If the deals they do help grow revenues or ebit by 2x pr 5x then current valuation is justified or cheap"  
[X Link](https://x.com/valuemaverick1/status/1843014066924916957)  2024-10-06T19:42Z [----] followers, [--] engagements


"@77AugustWest72 Yea i think some may work and some may not. The only way it works is if the benefits far outweigh the cost. Like $99 a year but they get $1000 of benefits/savings per year. Costco is $139 and i get 2% and always cheaper gas and with card 3% on gas and 2% at costco"  
[X Link](https://x.com/valuemaverick1/status/1843016394822300068)  2024-10-06T19:52Z [----] followers, [--] engagements


"@77AugustWest72 Include dividends and its not bad. Yea we shall see about the rest"  
[X Link](https://x.com/valuemaverick1/status/1843024363542782005)  2024-10-06T20:23Z [----] followers, [--] engagements


"@Dhiren_jogia01 @77AugustWest72 @marcuslemonis What is"  
[X Link](https://x.com/valuemaverick1/status/1843033569033359656)  2024-10-06T21:00Z [----] followers, [--] engagements


"@77AugustWest72 I am aware. I have also experienced the other side. angel martinez with $deck steve jobs in [----] and a couple of others. It all depends. I agree with a lot of your concerns etc"  
[X Link](https://x.com/valuemaverick1/status/1843040170406465682)  2024-10-06T21:26Z [----] followers, [--] engagements


"The issue with Tampa and west coast is that the building code has been crap for decades. The way they do construction there is horrendous compared to South Florida after hurricane Andrew in [----]. So yes many will die and many homes will be gone mainly due to poor construction"  
[X Link](https://x.com/valuemaverick1/status/1843638815509864849)  2024-10-08T13:05Z [----] followers, [---] engagements


"@Molson_Hart @JeromySonne Oh Molsoni guess you need to go deeper. There are companies abroad that skim credit cards or do illegal gmabling and then they become affiliate marketers for large brands and use illegal/stolen money and wash with clean referral money. Happens daily"  
[X Link](https://x.com/valuemaverick1/status/1843639299495047433)  2024-10-08T13:07Z [----] followers, [---] engagements


"Agreed. I would like to propose something novel for your websites. Encourage people to add more items into their cart vs free shipping based on dollar value. The main reason TJ maxx and Ross succeed is because women go to buy a few things and end up with [--]. Websites are usually [--] or [--] transactions. An agent of change is always underestimated & unappreciated. Right or wrong good or bad agents of change are necessary for society. The ability to take chances that when right change society forever. Dont be swayed by those who cant see how to make the impossible possible. An agent of change is"  
[X Link](https://x.com/valuemaverick1/status/1845036144590819778)  2024-10-12T09:37Z [----] followers, [---] engagements


"@bethanyjbabcock Compare his scores vs asians and then he will see the reality vs the world not the small school or the usa for that matter"  
[X Link](https://x.com/valuemaverick1/status/1847789456943960336)  2024-10-19T23:58Z [----] followers, [---] engagements


"@bethanyjbabcock I tell kids all the time your competition is not your classmates it is the Indian or Chinese kid living in a small town with nothing to lose and parents working in a town [----] miles away in a factory slaving [--] hours a day"  
[X Link](https://x.com/valuemaverick1/status/1847789769494786107)  2024-10-19T23:59Z [----] followers, [--] engagements


"Noticed that there is a new 10% holder of $pets filing a 13G that reported this week. Supposedly started accumulating in April of this year and just in September bought [-----] shares to go over 10%. Just a husband and wife. $8 million dollar bet. Hmmmmmm"  
[X Link](https://x.com/valuemaverick1/status/1847822788880372026)  2024-10-20T02:10Z [----] followers, [---] engagements


"@TDogCali53 They had debt that was paid off and burning a ton a quarter. No need to be an asshole but the enovix battery icon on your profile says it all"  
[X Link](https://x.com/valuemaverick1/status/1848497994456613060)  2024-10-21T22:53Z [----] followers, [---] engagements


"@bear05447329 $34mm burn every quarter and getting better every wuarter sequentiallythe negatives of bad housing market this and this news could be close to peak negativity. Usually when i see X feed all negative on a stock and volume of tweets negative as well"  
[X Link](https://x.com/valuemaverick1/status/1849477218491126134)  2024-10-24T15:45Z [----] followers, [--] engagements


"@77AugustWest72 @Kyl0Z3n Wow these are both up 10x from Lows. Not much value there 🤣"  
[X Link](https://x.com/valuemaverick1/status/1849497007041229240)  2024-10-24T17:03Z [----] followers, [--] engagements


"@skupor We all know this was the best that happened to both $intc and $nvda. All the talent would have left and $nvda would have been a new co called something else"  
[X Link](https://x.com/valuemaverick1/status/1849507993093599562)  2024-10-24T17:47Z [----] followers, [---] engagements


"@fear_munger @NotaBubble @die_karl @marcuslemonis Not easy. I bet lots of people were saying $cvna was going to go bankrupt at $5 and now $200. $byon has a lot of work to do but the deals have not even started working yet so I think we are pretty close to bottom. Retail stocks can trade for almost nothing. $tcs perfect example"  
[X Link](https://x.com/valuemaverick1/status/1849526484463124630)  2024-10-24T19:00Z [----] followers, [---] engagements


"@NotaBubble @fear_munger @die_karl @marcuslemonis This is so true. The difference is that $cvna was highly levered it was either bust or moon and burberry is just same same. $byon has no leverage if so it would be trading at $1 now"  
[X Link](https://x.com/valuemaverick1/status/1849527456627044673)  2024-10-24T19:04Z [----] followers, [---] engagements


"@CommonSentient @NotaBubble @fear_munger @die_karl @marcuslemonis Yes hence bust or moon. I thought it would go bust given many were failing. Some people say $cvna is cooking its books tho"  
[X Link](https://x.com/valuemaverick1/status/1849567572502487357)  2024-10-24T21:44Z [----] followers, [--] engagements


"I assume the people that receive the money will be covering the costs but your point is valid. At what point do you think we should start to see impact I assume [--] months. Right now stock is in penalty box so no rush to buy. Can easily go to $3 to $5 just on tax loss harvesting this year"  
[X Link](https://x.com/valuemaverick1/status/1850145754360185089)  2024-10-26T12:01Z [----] followers, [--] engagements


"@elonmusk Launch Xtube"  
[X Link](https://x.com/valuemaverick1/status/1851014655923151189)  2024-10-28T21:34Z [----] followers, [---] engagements


"Why would $byon and @marcuslemonis do a [--] hour presentation touting the benefits of the deal and partnership with $tcs and others and let them go into bankruptcy. It makes the whole thesis a [--] not just $tcs but $kirk and $byon as well. I believe financing and deal gets done. I was going to post this exact language from the $TCS/$BYON agreement 8-K. The key language here is "a manner that is acceptable to the Purchaser ($BYON) in its SOLE DISCRETION." No way this deal closes as currently contemplated if at all IMO. The leases remain an issue. I was going to post this exact language from the"  
[X Link](https://x.com/valuemaverick1/status/1851638327897645417)  2024-10-30T14:52Z [----] followers, [----] engagements


"@OSA_Rochester You are not thinking long-term. I think @marcuslemonis is"  
[X Link](https://x.com/valuemaverick1/status/1851642577436447010)  2024-10-30T15:09Z [----] followers, [---] engagements


"@fear_munger @marcuslemonis You realize $tcs ebitda was like positive $3 for a shit quarter for most if not all of home furnishing retail I believe we are reaching peak pessimism for these stocks. $byon included"  
[X Link](https://x.com/valuemaverick1/status/1851731552696438988)  2024-10-30T21:03Z [----] followers, [---] engagements


"$tcs has the better customer profile that is wealthier which has a higher chance of buying all those other $byon services. Also the ceo of $tcs was from Sephora which knows how to build brands within a store like was done with all the LVMH brands within sephora. Point is he can execute a good strategy. Have you ever walked into a $tcs It is not JC Penney type clients. It is $100k income people. Most of home furnishing stocks and revenues are all down. Perfect storm. Covid craziness front loaded a lot of revenues and 7% interest rates"  
[X Link](https://x.com/valuemaverick1/status/1851748862785950005)  2024-10-30T22:11Z [----] followers, [---] engagements


"I believe you are right $cvna has the smell test of a fraud. Nothing adds up"  
[X Link](https://x.com/valuemaverick1/status/1851754848208724201)  2024-10-30T22:35Z [----] followers, [----] engagements


"@deusexdividend @OSA_Rochester One was 40% equity or interest with preferred the other was credit and .25% to 3.25% royalty. Its almost the same one takes from top one takes after ebit. Kirk is middle to upper middle class"  
[X Link](https://x.com/valuemaverick1/status/1851758523127889975)  2024-10-30T22:50Z [----] followers, [--] engagements


"@deusexdividend @OSA_Rochester Again $tcs is a $0 or +$30 on deal with creditors byon deal and some green shoots"  
[X Link](https://x.com/valuemaverick1/status/1851759650867220941)  2024-10-30T22:54Z [----] followers, [---] engagements


"@brokedamouf He probobaly used stock sales to cover his losses amd tries to sell loans at [--] cents in dollar or so"  
[X Link](https://x.com/valuemaverick1/status/1851783656878281176)  2024-10-31T00:30Z [----] followers, [---] engagements


"This is great for $bark and $pets. Over the lifetime they will have 2/3 pets or more if the couple splits up. If you go to asia you see a lot of older people with small dogs and treat then like their kids or worse. This push by the news media to get people to stop having children is wild. What is behind it https://t.co/R6mQ84rRpD This push by the news media to get people to stop having children is wild. What is behind it https://t.co/R6mQ84rRpD"  
[X Link](https://x.com/valuemaverick1/status/1853111853477417306)  2024-11-03T16:27Z [----] followers, [---] engagements


"Every time the @MiamiDolphins lose i think. [--]. players are deca millionaires. [--]. I will watch when I see they care to win. [--]. The @flapanthers are Stanley Cup Champions and the best athletes/team/management/owner in South Florida. Invest time and fanaticism wisely"  
[X Link](https://x.com/valuemaverick1/status/1853185368687862077)  2024-11-03T21:19Z [----] followers, [--] engagements


"The $bird results are horrendous in my opinion. It does not matter how much they cut their $5mm a month burn can only solved by selling more. Give 20% or more of the company to @taylorswift13 and then you can be a $ billion dollar brand. Stop being dumb and cheap. @Allbirds"  
[X Link](https://x.com/valuemaverick1/status/1854516344982520128)  2024-11-07T13:28Z [----] followers, [---] engagements


"@stocksandbjj @taylorswift13 @Allbirds Lol it could go down 50% more given the numbers lack of new products and marketing"  
[X Link](https://x.com/valuemaverick1/status/1854674419269935383)  2024-11-07T23:56Z [----] followers, [--] engagements


"@danielbroukhim Ohhhhhh interesting I love makeup and skincare businesses was long $coty at $3 and sold at $11. Will dig deep. Thank you"  
[X Link](https://x.com/valuemaverick1/status/1854708260051599837)  2024-11-08T02:11Z [----] followers, [---] engagements


"@danielbroukhim Yes looked at that one the founders are major pumpers. A bit too much imo"  
[X Link](https://x.com/valuemaverick1/status/1854709767916154973)  2024-11-08T02:17Z [----] followers, [--] engagements


"@danielbroukhim I understand the bitcoin mining part but not the AI part not sure how that makes money yet"  
[X Link](https://x.com/valuemaverick1/status/1854710572429742301)  2024-11-08T02:20Z [----] followers, [--] engagements


"@icyopro23 @MatthSG168 @MrZackMorris Sorry what is your thesis that this turns around and goes to $3"  
[X Link](https://x.com/valuemaverick1/status/1854952410973667716)  2024-11-08T18:21Z [----] followers, [--] engagements


"@icyopro23 @MatthSG168 @MrZackMorris Yes $250mm in inventory but without that you have no sales and yes it should be reduced drastically to help avoid bankruptcy. Anyway yes sentiment is very negative"  
[X Link](https://x.com/valuemaverick1/status/1854993452590567901)  2024-11-08T21:04Z [----] followers, [--] engagements


"Given $fosl results and new CEO I decided to start my due diligence on the business. I want to preface by saying that I think the business has a lot of fixing to do. They probably have too many brands and lots of costs to still cut snd the TAG program is only a piece and I think failing. It does not address the major issues or opportunities with the company. It just feels like a strategy done by consultants and number crunchers and no inspiration or bold moves to make the business better again. Time Magazine ranked $fosl number [--] worldwide for watches. This data was provided by Statista. How"  
[X Link](https://x.com/valuemaverick1/status/1855276627707470213)  2024-11-09T15:49Z [----] followers, [---] engagements


"@fear_munger @semrush I think $tcs is a way better asset than $kirk and more necessary for $byons vision. I own shares in both maybe I am biased"  
[X Link](https://x.com/valuemaverick1/status/1856049184711028865)  2024-11-11T18:59Z [----] followers, [---] engagements


"@fear_munger @chantznc @semrush @realDonaldTrump Not but at 5% mortgage you can get major move. I think $tcs goes to $10 to $20 on just small improvement and path to profitability. Much higher if proof they can pay down debt or refinance at good terms in [----]. It is now a call option"  
[X Link](https://x.com/valuemaverick1/status/1856059378245284105)  2024-11-11T19:40Z [----] followers, [---] engagements


"@Maya41382449 @fear_munger @chantznc @semrush @realDonaldTrump Jan or February"  
[X Link](https://x.com/valuemaverick1/status/1856133720559804604)  2024-11-12T00:35Z [----] followers, [---] engagements


"@fear_munger @chantznc @semrush @realDonaldTrump I think [--] to 6% is fine that is normal. 3% is one time phenomenon well at least if we dont turn into Japan"  
[X Link](https://x.com/valuemaverick1/status/1856133966811803783)  2024-11-12T00:36Z [----] followers, [--] engagements


"@fear_munger @marcuslemonis The bankers that are the lenders and help do the preferred shares are the same"  
[X Link](https://x.com/valuemaverick1/status/1856441482015547476)  2024-11-12T20:58Z [----] followers, [--] engagements


"$tcs is worth $40 to $60 just on getting back to normal margins and slowly reducing debt. That is very possible with the pipe and expanded reach of $byon platform. Having elfa on $byon website should def help. $tcs at $16mm mkt cap is no brainer. Strong brand. @die_karl Thats the idea. Same with $TCS if that deal goes through. If those businesses turn around with the help of Lemonis and $BYON then our stakes in $KIRK (and possibly $TCS) could end up being worth multiples more than we paid. This is about much more than licensing fees. @die_karl Thats the idea. Same with $TCS if that deal goes"  
[X Link](https://x.com/valuemaverick1/status/1856785629981675634)  2024-11-13T19:46Z [----] followers, [---] engagements


"This interview with the CEO of $bark was fascinating. As I suspected @BrooklynCarly is the real deal. I am still Pretty pissed they burned $200mm on like nothing with the amazon ceo but Matt confirmed that company now will be making $4 to $5mm in EBITDA which is High end of range. A few other points: High chance they will own their own manufacturing. My suspicion is they move it to Mexico and own it 100% and can do lower inventory snd less wait times given how fresh some of their products or partnershipsare some can be sourced in latam and some in asia if large quantity and in bulk this is my"  
[X Link](https://x.com/valuemaverick1/status/1857218630653485566)  2024-11-15T00:26Z [----] followers, [---] engagements


"Dear @elonmusk there is probably a multi billion dollar opportunity to fix the USPS. There are too many locations bad service and lots of pension liabilities. Pretty sure there is a way to close 33% to 50% of the locations not need to fire anyone but lease properties for profit"  
[X Link](https://x.com/valuemaverick1/status/1857600804883992776)  2024-11-16T01:45Z [----] followers, [---] engagements


"There are [-----] post office locations and [------] workers. The locations can easily drop to [-----] and cab move the works to larger hubs given volume transitioning. If you lease [-----] locations with avg locations of [----] at $20 a square foot that is easily $1 billion in profit"  
[X Link](https://x.com/valuemaverick1/status/1857601526690103301)  2024-11-16T01:48Z [----] followers, [---] engagements


"@stockgutter Yes i dont care 🤣 clearly i am mentioning this for the nations best interest. Sadly $1 billion is small amount compared to all the money sent to Ukraine and other bullshit but it is something. Just a pretty easy thing to do and no worker would be fired. Win win win"  
[X Link](https://x.com/valuemaverick1/status/1857603461736517661)  2024-11-16T01:55Z [----] followers, [--] engagements


"That is not all I would do. I would also cut the amount of deliveries for regular mail and compete more with ups and fedex in ground shipping. Focus on more profitable channels. Then over time. Optimize operations and slowly shrink workers via retirement etc. we dont need 630k postal workers. I think 400k is possible too"  
[X Link](https://x.com/valuemaverick1/status/1857604118447046711)  2024-11-16T01:58Z [----] followers, [--] engagements


"@cdonny_ Oh yea you can it is called bad management making just a few mistakes. Like a large buyback with debt a merger that makes no sense or talent leaving and being replaced by silly people"  
[X Link](https://x.com/valuemaverick1/status/1858570189987786932)  2024-11-18T17:57Z [----] followers, [---] engagements


"@77AugustWest72 @lilinvestor @Adinvestor Huh I am saying that they will own 40% of a business that has historically had and can still have excellent margins and a balance sheet that is not as levered as it seems to be"  
[X Link](https://x.com/valuemaverick1/status/1858608996657361035)  2024-11-18T20:31Z [----] followers, [--] engagements


"@EastGlacierMT @fear_munger @quadzilla_jr @lilinvestor @77AugustWest72 @Adinvestor @tZERO @GrainChainIO @marcuslemonis That is usually how preferred shares are that is because of the interest rate embedded in it until they convert. Given what $tcs is giving up retail space the price is not crazy. Stock was at $20 a few months ago. This can go to $100 to $200 just on a few improvements"  
[X Link](https://x.com/valuemaverick1/status/1858652135103025597)  2024-11-18T23:22Z [----] followers, [---] engagements


"Dont remind me. I bought in [----] and sold way too early. Does this return include $cmg spin off McDonalds $MCD has compounded at 18.5% annually since March [----] turning $25000 into $1000000. Probably one of the lowest-risk highest-reward investments of this century. McDonalds $MCD has compounded at 18.5% annually since March [----] turning $25000 into $1000000. Probably one of the lowest-risk highest-reward investments of this century"  
[X Link](https://x.com/valuemaverick1/status/1859059151915143227)  2024-11-20T02:20Z [----] followers, [---] engagements


"@bUrRpPPP Yes. $tcs is the real undervalued play of the [--]. Selling elfa alone on its is worth $500mm or more. Container store shell would be a $0 but if elfa would he sold in different places etc it could be a larger company"  
[X Link](https://x.com/valuemaverick1/status/1859273477145891305)  2024-11-20T16:31Z [----] followers, [--] engagements


"@David_Tracey I have many. Go to the border of Turkey and Greece. There you will find thousands of atms where turkish people buy bitcoin instead of storing lira in their bank account given nasty inflation. It is not a use case for US citizens but it is for Turkish people. I have more"  
[X Link](https://x.com/valuemaverick1/status/1859313157397008517)  2024-11-20T19:09Z [----] followers, 18.7K engagements


"@CB30A1 @David_Tracey Ask the brits who has their money in Cyprus bank account what happened to their deposits Like 50% cut to 0% loss. It should have happened in [----]. Bitcoin avoids that and also gold coins are heavy and impossible via airports"  
[X Link](https://x.com/valuemaverick1/status/1859319059428380847)  2024-11-20T19:33Z [----] followers, [----] engagements


"@pocketaces83 @fear_munger In poker there is a tell or something before you fold. Sure there are math/finance decision but there is also the qualitative part of it all. I ask just for curiosity to learn. Wish i had your bank roll tbh so all of this is coming from curiosity. Nothing else"  
[X Link](https://x.com/valuemaverick1/status/1859433523859402972)  2024-11-21T03:07Z [----] followers, [--] engagements


"@pocketaces83 @fear_munger They added shares the filings say so. You accusing them of lying They bought open market. Clear as day. All public info"  
[X Link](https://x.com/valuemaverick1/status/1859449593697538252)  2024-11-21T04:11Z [----] followers, [---] engagements


"@pocketaces83 @fear_munger Nothing makes sense it seems. You selling 600k shares in [--] days and LG buying 200k shares and Lemonis walking back his deal. Seems like a whole lotta of clusterfucking. 😆"  
[X Link](https://x.com/valuemaverick1/status/1859457880379805724)  2024-11-21T04:44Z [----] followers, [--] engagements


"@77AugustWest72 That is probably more like the truth. They realized they needed that $40mm since they are incinerating cash unlike $tcs that actually made money last quarter and has proven it can continue to make money as it has in the past"  
[X Link](https://x.com/valuemaverick1/status/1859620538794086556)  2024-11-21T15:31Z [----] followers, [---] engagements


"@bUrRpPPP I 1000% agree. This is a blessing in disguise for $tcs they learned a few things and can adapt themselves without $byon help. Just execute. Cut costs cut capex be cash flow positive and eventually everything will work out"  
[X Link](https://x.com/valuemaverick1/status/1859625600111022542)  2024-11-21T15:51Z [----] followers, [---] engagements


"I was thinking of how $bark could get to $1 billion in revenues and the clearest path there seems to be the airline. Ran some math and believe there is a demand for hundreds of flights a week where the ARPF is 60k to 100k. Maybe I am wrong but here it goes. A [---] plane has around [--] rows of [--] seats each row avg revenue per seat is $400 including first class. Or $76000 a flight. In order to convert that for dogs it would need to be [--] to [--] rows and looking at [--] sections/seats of [--] to [--] owners and [--] dog. The price for [--] pet and [--] owner would go from their current [----] to [----] maybe can add"  
[X Link](https://x.com/valuemaverick1/status/1860437140108103741)  2024-11-23T21:35Z [----] followers, [----] engagements


"Lets look at Freshpet $fprt which is now trading at $7.8 billion enterprise value with close to $1 billion in revenues and has been growing 20% to 30% a year like clockwork. Why is this business valued at 8x revenues Clearly the growth keeps coming and the failure of $pets or $bark not diversifying is how they got ahead. I do think a few things can or will happen. $frpt uses its stock currency to acquire companies in the space why Their gross margins are low and have never turned a profit. Their stock currency is their most valuable asset right now and if they ever want to be profitable they"  
[X Link](https://x.com/valuemaverick1/status/1860535111323717709)  2024-11-24T04:05Z [----] followers, [---] engagements


"Talked to large regional furniture store that does around $200mm in revenues. Ever since Trump got elected sales have been great for them. Peak pessimism seems to have past for most furniture or housing related businesses. $tcs should be fine"  
[X Link](https://x.com/valuemaverick1/status/1860752319782035536)  2024-11-24T18:28Z [----] followers, [---] engagements


"@Maya41382449 Thought question I think they can get refinancing done and they should cut more costs and stop expansion and capex to raise cash to improve leverage to redo the term loan. Also peak pessimism for industry just passed should post better numbers soon"  
[X Link](https://x.com/valuemaverick1/status/1860794124779065430)  2024-11-24T21:14Z [----] followers, [---] engagements


"The hardest part of investing is that sometimes you find amazing deals where you know you will not lose your capital but the re-rating will take a while then there are other amazing steals where you know it can do well on specific catalyst events but in the back of your mind you think could this go bankrupt It does not take much one stupid large buyback a few bad quarters and all of a sudden you have a different business. I believe that $Tcs is not a business that will go bankrupt or a bad business with an identity crisis it is a business that made a few bad decisions and in a perfect storm"  
[X Link](https://x.com/valuemaverick1/status/1860803510876418184)  2024-11-24T21:51Z [----] followers, [---] engagements


"Ever since $bark earnings volume has consistently been over [--] million shares traded. Either buyback in action or new holder accumulating. Still trading at .5 ev to revenues. If bark shows 10% top line next year we should trade [--] to 1.5x ev to revenues. Or $4 to $6"  
[X Link](https://x.com/valuemaverick1/status/1861112270232707108)  2024-11-25T18:18Z [----] followers, [---] engagements


"Serious question has anyone ever invested in a stock where Houlihan Lokey and FTI consulting involved does NOT turn into a bankruptcy and actually able to offer solutions that helped turn around a business"  
[X Link](https://x.com/valuemaverick1/status/1861119436549177472)  2024-11-25T18:47Z [----] followers, [---] engagements


"What is the story on $rzlv my frenemy @24Fox614 loves it at $7 and now $2. Smells like an AI pump and dump but google and Microsoft partnership seems legit. Does it make any money yet"  
[X Link](https://x.com/valuemaverick1/status/1861398504465154314)  2024-11-26T13:16Z [----] followers, [---] engagements


"I have no clue why $bark is up so much but I am seeing a rotation into small cap value and given Bark is in an inflection point to start growing again perhaps someone major is accumulating window dressing or a buyout (doubtful unless $6)"  
[X Link](https://x.com/valuemaverick1/status/1861474678289629646)  2024-11-26T18:18Z [----] followers, [---] engagements


"@Robel2405 I was way too early on $bark https://www.reddit.com/r/wallstreetbets/s/U8SE4txWIy https://www.reddit.com/r/wallstreetbets/s/U8SE4txWIy"  
[X Link](https://x.com/valuemaverick1/status/1861525320693633126)  2024-11-26T21:39Z [----] followers, [--] engagements


"Been following $swag for a year or so. I know the industry quite well. Business is profitable and trading at $20mm market cap with around $20mm in cash maybe more and $80 to $100mm in revenues. Business is growing [--] to 30% on organic and growth via acquisitions. The pure comp is 4imprint which is the largest public company and only 4% market share in a highly fragmented business and trades at 1.5x revenue. $swag should be trading at $4 to $5. Insiders own more than 50% of company oh yea they need to restate most of their financials because the company they used was a bit aggressive with"  
[X Link](https://x.com/valuemaverick1/status/1862211227599933779)  2024-11-28T19:05Z [----] followers, [---] engagements


"@RTelford_invest Where do you find a screener for all the picocaps. I think fin is barely has any"  
[X Link](https://x.com/valuemaverick1/status/1862216428776051163)  2024-11-28T19:26Z [----] followers, [---] engagements


"@RTelford_invest Yes thank you"  
[X Link](https://x.com/valuemaverick1/status/1862434045356908996)  2024-11-29T09:50Z [----] followers, [--] engagements


"@RTelford_invest Many of them are fraud though. 😆"  
[X Link](https://x.com/valuemaverick1/status/1862527707080278127)  2024-11-29T16:03Z [----] followers, [--] engagements


"@RTelford_invest Weird i did not see this message. Thank you"  
[X Link](https://x.com/valuemaverick1/status/1862623212477051200)  2024-11-29T22:22Z [----] followers, [--] engagements


"The power of X @elonmusk Then come on my new @FOXTV show and bring all of you with the product. Curious to see how it feels in person. @SPTV team will reach out. @Molson_Hart Then come on my new @FOXTV show and bring all of you with the product. Curious to see how it feels in person. @SPTV team will reach out. @Molson_Hart"  
[X Link](https://x.com/valuemaverick1/status/1862674973099200916)  2024-11-30T01:48Z [----] followers, [---] engagements


"Went to store and saw $bark box at $tgt"  
[X Link](https://x.com/valuemaverick1/status/1863675410883424640)  2024-12-02T20:03Z [----] followers, [----] engagements


"I love it when all these chart guys start to pop up for $bark My latest #technicalanalysis of penny stocks #Pennystocks $BARK $EXFY $JWEL $ZVIA https://t.co/l5hGW6DX4N https://t.co/IagSWObTp2 My latest #technicalanalysis of penny stocks #Pennystocks $BARK $EXFY $JWEL $ZVIA https://t.co/l5hGW6DX4N https://t.co/IagSWObTp2"  
[X Link](https://x.com/valuemaverick1/status/1865105408852967490)  2024-12-06T18:45Z [----] followers, [----] engagements


"Was a bit bored and wanted to dig deeper into the potential of routes or flights after the most recent @barkbox announcement There are [-----] flights a year from New York Area to South Florida If $bark is able to successfully grow I believe 5% of the flights could be with dogs and their people or around [----] flights a year this would be peak growth. So if we assume [----] flights at [--] to [--] tickets sold at $1000 a piece that is $30000 or $75mm to $100mm Thing is there are [--] to [--] million flights a year and it would not be far fetched to first focus on flights that are event or weekend specific"  
[X Link](https://x.com/valuemaverick1/status/1865217730267218207)  2024-12-07T02:12Z [----] followers, [---] engagements


"@PythiaR @Biohazard3737 That is silly. They can build a plant pretty quickly in the USA if needed and import all the top talent in the world if needed. Taiwan is already part of China you people just dont see it it is happening slowly. Via economics and politics"  
[X Link](https://x.com/valuemaverick1/status/1865406410516746618)  2024-12-07T14:42Z [----] followers, [---] engagements


"Checking out $fosl research i ended up buying this Zodiac on ebay for more than 50% off retail. I noticed some decent reviews in Youtube but not sure if it was paid marketing. Some were obvious. Some were not so much. Zodiac watch is fine automatic nice design but their pricing/marketing etc is wrong just with this brand. I also bought Michele in watch station and emailed to get an additional 15% off from the already reduced price too"  
[X Link](https://x.com/valuemaverick1/status/1866540683663700211)  2024-12-10T17:49Z [----] followers, [--] engagements


"This is how financial statements should be for all public companies. They are for every small business. [--]. You rarely find income statements this disaggregated nowadays. https://t.co/Z75Q0kUQ4B [--]. You rarely find income statements this disaggregated nowadays. https://t.co/Z75Q0kUQ4B"  
[X Link](https://x.com/valuemaverick1/status/1867205372412350687)  2024-12-12T13:50Z [----] followers, [---] engagements


"Kinda hard to get bullish a name when you see this Also shares outstanding keep rocketing too. $open even as rate cuts should be a boom for them the business is trading close to cash but burning cash like crazy. I would fire like 60% of the staff and cut shares to 0"  
[X Link](https://x.com/valuemaverick1/status/1868023110747726307)  2024-12-14T19:59Z [----] followers, [----] engagements


"These are the transactions I like to see $bark founders own 30mm shares or 25% of the company and the [--] sale was to cover taxes. Open market purchases when you already own a lot just adds to my conviction. Any out there similar to this"  
[X Link](https://x.com/valuemaverick1/status/1868023719958044882)  2024-12-14T20:02Z [----] followers, [---] engagements


"Sooo $rdzn looks interesting banks extended loan maturity a full year lockups another year too and growing founder bought back shares open market too. Anyone got any insight into the story"  
[X Link](https://x.com/valuemaverick1/status/1868036113665069404)  2024-12-14T20:51Z [----] followers, [---] engagements


"@Molson_Hart All those countries have excellent mass transportation and are 1/20 the size of the usa. Except China and Canada"  
[X Link](https://x.com/valuemaverick1/status/1868155468813885704)  2024-12-15T04:45Z [----] followers, [---] engagements


"MoneyLion $ML is one of those companies that went up 1000% in a year. The real opportunities are in the sub $300mm marketcap. Seems like sweet spot is $50 to $150mm when many things align. Wow what a move"  
[X Link](https://x.com/valuemaverick1/status/1868160950488211535)  2024-12-15T05:07Z [----] followers, [----] engagements


"@Honorthebalzac I sold most at $3.90 (took a loss) i did not like the advisors that were added. Not in $byon and luckily so. My largest position is $bark"  
[X Link](https://x.com/valuemaverick1/status/1868169768877859171)  2024-12-15T05:42Z [----] followers, [---] engagements


"@Honorthebalzac Most corporations need the cash to pay off debt so the rules are really for the large tech companies as for $byon need to see more traction on their business model"  
[X Link](https://x.com/valuemaverick1/status/1868185697674568032)  2024-12-15T06:45Z [----] followers, [---] engagements


"@Honorthebalzac Yea the crypto part is a wildcard. What do you value it at"  
[X Link](https://x.com/valuemaverick1/status/1868329669579464831)  2024-12-15T16:17Z [----] followers, [---] engagements


"Sorry but I disagree many of your/bull arguments were the same arguments when stock was at $30 and now $5. If anything it called avoiding to catch a falling knife. If you look at my timeline I did say I would buy $byon at $5 and now we are here and everything is worse now than back then. Getting to break even is [--] months best case scenario a lot of stuff needs to improve before that happens and so far no obvious green shoots yet. If they are able to monetize grain chain still with all the growth they say they are getting you would think someone would buy them already but that has not happened"  
[X Link](https://x.com/valuemaverick1/status/1868494734521438637)  2024-12-16T03:13Z [----] followers, [---] engagements

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