#  @cousinbalin balinsonoffundin balinsonoffundin posts on X about $odd, $ufpt, $caap, $abl the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1796509760549797888/interactions)  - [--] Week [-----] +9,922% - [--] Month [-----] +82% - [--] Months [------] +229% - [--] Year [------] +379% ### Mentions: [--] [#](/creator/twitter::1796509760549797888/posts_active)  - [--] Months [--] +84% - [--] Year [--] +342% ### Followers: [---] [#](/creator/twitter::1796509760549797888/followers)  - [--] Week [---] +1.90% - [--] Month [---] +1.90% - [--] Months [---] +41% - [--] Year [---] +203% ### CreatorRank: [---------] [#](/creator/twitter::1796509760549797888/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 15% [cryptocurrencies](/list/cryptocurrencies) 9% [finance](/list/finance) 8% [countries](/list/countries) 2% [currencies](/list/currencies) 1% **Social topic influence** [$odd](/topic/$odd) 20%, [$ufpt](/topic/$ufpt) 7%, [$caap](/topic/$caap) 6%, [$abl](/topic/$abl) 6%, [$twst](/topic/$twst) 5%, [$immr](/topic/$immr) 4%, [odd](/topic/odd) 3%, [business](/topic/business) 3%, [$bned](/topic/$bned) 3%, [$crmd](/topic/$crmd) 3% **Top accounts mentioned or mentioned by** [@sfarringtonbkc](/creator/undefined) [@chitchatstocks](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@thewiseic](/creator/undefined) [@taobanker](/creator/undefined) [@mufasacapital](/creator/undefined) [@mvcinvesting](/creator/undefined) [@marketplunger1](/creator/undefined) [@petermantas](/creator/undefined) [@rthaler](/creator/undefined) [@wearycenturion](/creator/undefined) [@blinklebloop](/creator/undefined) [@freightalley](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@esaagar](/creator/undefined) [@ashton1nvests](/creator/undefined) [@ccmbrett](/creator/undefined) [@valuedontlie](/creator/undefined) [@logicalthesis](/creator/undefined) [@thevaluetrade](/creator/undefined) **Top assets mentioned** [ODDITY Tech Ltd (ODD)](/topic/$odd) [Corporacion America Airports S.A. (CAAP)](/topic/$caap) [Airbloc (ABL)](/topic/$abl) [Twist Bioscience Corporation Common Stock (TWST)](/topic/$twst) [Barnes & Noble Education, Inc (BNED)](/topic/$bned) [Arbidex (ABX)](/topic/$abx) [Hawkins Inc (HWKN)](/topic/$hwkn) [NCR Atleos Corporation (NATL)](/topic/$natl) [Chain Bridge Bancorp, Inc. (CBNA)](/topic/$cbna) [Cavco Industries Inc. (CVCO)](/topic/$cvco) [United States Lime & Minerals (USLM)](/topic/$uslm) [Old Dominion Freight Line Inc (ODFL)](/topic/$odfl) [Alta Equipment Group Inc. (ALTG)](/topic/$altg) [Miami International Holdings, Inc. (MIAX)](/topic/$miax) [Knight-Swift Transportation Holdings, Inc. (KNX)](/topic/$knx) [Nextracker Inc. (NXT)](/topic/$nxt) [SafeMoon (SFM)](/topic/$sfm) [The Root Network (ROOT)](/topic/$root) [Riskified Ltd. (RSKD)](/topic/$rskd) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [Liberty Media Corporation Series A Liberty Braves Common Stock (BATRA)](/topic/$batra) [Jackson Financial Inc. (JXN)](/topic/$jxn) [uniQure N.V. (QURE)](/topic/$qure) ### Top Social Posts Top posts by engagements in the last [--] hours "@LogicalThesis $SJT" [X Link](https://x.com/cousinbalin/status/1988711843691679895) 2025-11-12T20:53Z [---] followers, [---] engagements "@TheValueTrade $ODD $ABX" [X Link](https://x.com/cousinbalin/status/2014996698284560642) 2026-01-24T09:40Z [---] followers, [---] engagements "@GrindeOptions $BYRN and $ALTG" [X Link](https://x.com/cousinbalin/status/2020211082720059693) 2026-02-07T19:00Z [---] followers, [---] engagements "@TheWiseIC $ODD Cosmetics company with rapid growth a mountain of cash recurring revenue and a new line of AI developed acne treatments launching. Also it's crazy cheap" [X Link](https://x.com/cousinbalin/status/2020474401779540025) 2026-02-08T12:26Z [---] followers, [--] engagements "@TheWiseIC $TWST Makers of synthetic DNA which is about to boom because of AI drug development. It also has stakes in DNA data storage" [X Link](https://x.com/cousinbalin/status/2020475006011003212) 2026-02-08T12:29Z [---] followers, [---] engagements "@peter_mantas I don't own enough $TWST" [X Link](https://x.com/cousinbalin/status/2021395665339974001) 2026-02-11T01:27Z [---] followers, [---] engagements "RT @R_Thaler: OK this was fun. I did not have doing a deep dive on Obamacare on my bingo card What I wish I had thought to say at the end" [X Link](https://x.com/cousinbalin/status/2019182457719763010) 2026-02-04T22:53Z [---] followers, [--] engagements "RT @R_Thaler: Jon was three hours and several coffees ahead of me in this discussion plus home court advantage. That said I think Jon som" [X Link](https://x.com/cousinbalin/status/2019472666558656765) 2026-02-05T18:06Z [---] followers, [--] engagements "RT @TheStalwart: Noticed this chart yesterday" [X Link](https://x.com/cousinbalin/status/2019774612431659487) 2026-02-06T14:06Z [---] followers, [--] engagements "RT @weary_centurion: $ODD The stock is priced like a dumpster fire Meanwhile SpoiledChild traffic growth is exploding +100% month over m" [X Link](https://x.com/cousinbalin/status/2020506392004812808) 2026-02-08T14:33Z [---] followers, [--] engagements "RT @ragingbullcap: $MIAX Doesn't seem like anyone understands the latent value in the 10% stake they retained in their sale of the MIAXdx f" [X Link](https://x.com/cousinbalin/status/2021920257506529712) 2026-02-12T12:12Z [---] followers, [--] engagements "RT @AbacusGM: "Always humbled when investors take the time to investigate and understand our business and even more grateful when they sha" [X Link](https://x.com/cousinbalin/status/2022000611911512261) 2026-02-12T17:31Z [---] followers, [--] engagements "@SpecialSitsNews Funny that it took the truckers down too $KNX and $HTLD down" [X Link](https://x.com/cousinbalin/status/2022108444669681678) 2026-02-13T00:39Z [---] followers, [----] engagements "RT @Claudia_Sahm: Great question. Drop in hiring happens every January. On a non-seasonally adjusted basis (left) we lost [---] million job" [X Link](https://x.com/cousinbalin/status/2022280047554351235) 2026-02-13T12:01Z [---] followers, [--] engagements "@SFarringtonBKC Not quite 5x but $HWKN and $NATL both did about 3x" [X Link](https://x.com/cousinbalin/status/2002720538557571453) 2025-12-21T12:39Z [---] followers, [---] engagements "RT @RepThomasMassie: 🧵1) This is significant because Kash Patel testified to Congress that FBI had no evidence of other sex traffickers. Th" [X Link](https://x.com/cousinbalin/status/2021061374965854470) 2026-02-10T03:19Z [---] followers, [----] engagements "@TheWiseIC What happened last week to torch this thing" [X Link](https://x.com/cousinbalin/status/2023072375806579088) 2026-02-15T16:30Z [---] followers, [---] engagements "@Mufasa_Capital @flamingquiver Loving this pick but curious how you chose to value the company" [X Link](https://x.com/cousinbalin/status/1945091864681472483) 2025-07-15T12:03Z [--] followers, [--] engagements "@ClarkSquareCap $CAAP Operator of airports across South America and Europe. Trading at a discount to other names in the sector because of perceived risk. However airports have huge moats (monopolies) and have great tailwinds" [X Link](https://x.com/cousinbalin/status/1945094883120668958) 2025-07-15T12:15Z [--] followers, [---] engagements "@SFarringtonBKC The sweater is the official clothing item of New England" [X Link](https://x.com/cousinbalin/status/1945481632762261554) 2025-07-16T13:52Z [--] followers, [--] engagements "@SFarringtonBKC Part of the short squeeze mania possibly" [X Link](https://x.com/cousinbalin/status/1948064073364738317) 2025-07-23T16:54Z [--] followers, [---] engagements "@SFarringtonBKC Even the non Reddit targets appear to be squeezing. Shorts are capitulating" [X Link](https://x.com/cousinbalin/status/1948066196181664122) 2025-07-23T17:02Z [--] followers, [---] engagements "@Blinklebloop $NXT Sold off on decent earnings with a mid teens P/E. They do utility solar which benefits from AI demand. They also just bought autonomous robots to service their installations" [X Link](https://x.com/cousinbalin/status/1950592295151055243) 2025-07-30T16:20Z [--] followers, [--] engagements "@taobanker Fair. $SFM also selling off with grocery growth" [X Link](https://x.com/cousinbalin/status/1952910490935673163) 2025-08-06T01:51Z [--] followers, [--] engagements "@Tintincapital $ODD had a beat and raise 20% plus growth and got shredded down to a reasonable valuation" [X Link](https://x.com/cousinbalin/status/1953593535841644640) 2025-08-07T23:06Z [--] followers, [---] engagements "@SFarringtonBKC Tangential idea.$IMMR. They are huge patent trolls that control a lot of haptic technology patents. They benefit a lot from some recent changes. It's getting really destroyed because they have a large holding in $BNED which is having some issues with getting their 10K out" [X Link](https://x.com/cousinbalin/status/1959978159123607576) 2025-08-25T13:56Z [--] followers, [---] engagements "$ROOT might be the only name that both growth focused and value focused accounts are simultaneously writing about right now" [X Link](https://x.com/cousinbalin/status/1963722176030228774) 2025-09-04T21:53Z [--] followers, [---] engagements "@chitchatstocks $ODD" [X Link](https://x.com/cousinbalin/status/1974110025867231671) 2025-10-03T13:51Z [--] followers, [---] engagements "@SFarringtonBKC @FreightAlley That was fast Thank you" [X Link](https://x.com/cousinbalin/status/1975866218012921942) 2025-10-08T10:09Z [--] followers, [--] engagements "@taobanker Do you worry at all about their concentration in the DC area" [X Link](https://x.com/cousinbalin/status/1978120788562600277) 2025-10-14T15:28Z [---] followers, [--] engagements "@Aureliusltd28 To invest: $CBNA. To use: local credit union" [X Link](https://x.com/cousinbalin/status/1928456062526509546) 2025-05-30T14:18Z [---] followers, [---] engagements "@wolfofharcourt $CVCO cavco $USLM US lime and minerals $ODFL Old Dominion freight $UFPT UFP technology $RSKD riskified" [X Link](https://x.com/cousinbalin/status/1929139480817995897) 2025-06-01T11:34Z [---] followers, [---] engagements "@wolfofharcourt $ODFL is a trucking company with a history of high returns. US trucking is in a recession but rates are showing signs of bottoming. $CVCO builds manufactured housing which is Cheaper than site built" [X Link](https://x.com/cousinbalin/status/1929145521156895080) 2025-06-01T11:58Z [---] followers, [---] engagements "@mvcinvesting $ODD is usually my answer here but it's had a solid run and is really expensive right now. $BNED is largely ignored as well. $TRNS is my other big selloff name to follow" [X Link](https://x.com/cousinbalin/status/1932900447263609004) 2025-06-11T20:39Z [---] followers, [---] engagements "@KyleAdamsStocks $BNED or $CBNA" [X Link](https://x.com/cousinbalin/status/1936503154897457196) 2025-06-21T19:15Z [---] followers, [---] engagements "@SFarringtonBKC $UFPT but it's not cheap right now. $CRMD because it IS cheap right now" [X Link](https://x.com/cousinbalin/status/1940707150810304951) 2025-07-03T09:40Z [---] followers, [---] engagements "@stonkmetal $UFPT makes medical device packaging. Valuation is about fair right now but an absolutely solid company" [X Link](https://x.com/cousinbalin/status/1948881087285035287) 2025-07-25T23:00Z [---] followers, [---] engagements "@FundasyInvestor Have you looked into $KINS at all Similar multiples and combined ratios but based on NYC instead of Florida" [X Link](https://x.com/cousinbalin/status/1961137511792521285) 2025-08-28T18:43Z [---] followers, [---] engagements "@taobanker I hadn't looked at $MGPI for awhile. Oof" [X Link](https://x.com/cousinbalin/status/1972745149848703302) 2025-09-29T19:27Z [---] followers, [---] engagements "@KyleAdamsStocks $UFPT.been a dog all year while the business grows" [X Link](https://x.com/cousinbalin/status/1974047469466988999) 2025-10-03T09:42Z [---] followers, [---] engagements "@SFarringtonBKC @FreightAlley Maybe a $HTLD update is due" [X Link](https://x.com/cousinbalin/status/1975673693557727626) 2025-10-07T21:24Z [---] followers, [--] engagements "@KyleAdamsStocks did you move markets with your $PPIH piece Thanks" [X Link](https://x.com/cousinbalin/status/1976293437746913684) 2025-10-09T14:27Z [---] followers, [----] engagements "@mvcinvesting $ODD. It's already cheap and at support. Happy to add here but I'll be even happier to add lower" [X Link](https://x.com/cousinbalin/status/1977006332428624105) 2025-10-11T13:40Z [---] followers, [---] engagements "@SFarringtonBKC $CAAP can accommodate all the lift offs. And join in" [X Link](https://x.com/cousinbalin/status/1977444603033768421) 2025-10-12T18:41Z [---] followers, [--] engagements "@SFarringtonBKC @marketswithmay @br0n_yr_aur Sniper move would be $FCNCA buying them all instead" [X Link](https://x.com/cousinbalin/status/1979229169448779961) 2025-10-17T16:53Z [---] followers, [---] engagements "@SFarringtonBKC @SummerSnowUSA How do you feel about this one vs. $IMMR Or do I have to wait for the thunder dome to happen" [X Link](https://x.com/cousinbalin/status/1980049298977935633) 2025-10-19T23:11Z [---] followers, [---] engagements "@UBERSOY1 I like Lord of the Rings more because it didn't crap out the ending" [X Link](https://x.com/cousinbalin/status/1980242926900002930) 2025-10-20T12:01Z [---] followers, [--] engagements "@chitchatstocks $ODD is beaten down with lots of new products in the pipeline" [X Link](https://x.com/cousinbalin/status/1980636017632960934) 2025-10-21T14:03Z [---] followers, [---] engagements "@QualityInvest5 $CAAP is even cheaper" [X Link](https://x.com/cousinbalin/status/1982043142322045096) 2025-10-25T11:14Z [---] followers, [---] engagements "@esaagar At least Iraq had backing from Congress" [X Link](https://x.com/cousinbalin/status/1982474299203338340) 2025-10-26T15:48Z [---] followers, [---] engagements "@HiddenValueGems $USLM mentioned strong data center sales in their earnings today. It's offsetting other weakness" [X Link](https://x.com/cousinbalin/status/1983684562002825541) 2025-10-29T23:57Z [---] followers, [---] engagements "Probably too close to earnings but $ODD should really start plowing their cash into a buyback now" [X Link](https://x.com/cousinbalin/status/1984076417001193480) 2025-10-31T01:54Z [---] followers, [---] engagements "@Ashton_1nvests $ODD" [X Link](https://x.com/cousinbalin/status/1984276611659870685) 2025-10-31T15:09Z [---] followers, [---] engagements "@Mufasa_Capital At this price you don't need much out of Oddity Labs to make it work. If their two existing brands grow at 10% for [--] years they'll be doing $1.2 billion in sales. And that's well below projections" [X Link](https://x.com/cousinbalin/status/1984277647837589929) 2025-10-31T15:13Z [---] followers, [--] engagements "@Mufasa_Capital $ABL is trading at 7-8x [----] guidance but has no P/E ratio backward looking. $SJC has no earnings but will as soon as their gas starts flowing next year" [X Link](https://x.com/cousinbalin/status/1985304306807898378) 2025-11-03T11:13Z [---] followers, [---] engagements "@esaagar Maybe we just need more time zones [--] would allow more flexibility to meet local needs. New England and Georgia have very different daylight hours but are both EST for example" [X Link](https://x.com/cousinbalin/status/1985348459956785469) 2025-11-03T14:08Z [---] followers, [--] engagements "@ReneSellmann $ODD all the way" [X Link](https://x.com/cousinbalin/status/1987268324288569463) 2025-11-08T21:17Z [---] followers, [---] engagements "@chitchatstocks @irbezek Which countries could $CAAP enter next" [X Link](https://x.com/cousinbalin/status/1988025772876153261) 2025-11-10T23:27Z [---] followers, [---] engagements "@BowTiedMara Bullish $CAAP" [X Link](https://x.com/cousinbalin/status/1988330331397910923) 2025-11-11T19:37Z [---] followers, [---] engagements "@Blinklebloop @joinyellowbrick @KerrisdaleCap @LongYield @bobspaysubstack @Unclestocknotes $CRMD even screening well now.is the market just ignoring this now" [X Link](https://x.com/cousinbalin/status/1990919575681003957) 2025-11-18T23:06Z [---] followers, [---] engagements "@ch1cken_t3nder Battle Creek Cleveland and St. Louis are all awesome" [X Link](https://x.com/cousinbalin/status/1991281140989407640) 2025-11-19T23:03Z [---] followers, [--] engagements "@Abacus_IR Can you provide any insight about the acquisition strategy going forward Should we expect more purchases and any areas your targeting Thanks" [X Link](https://x.com/cousinbalin/status/1991487968104829065) 2025-11-20T12:45Z [---] followers, [--] engagements "@mvcinvesting Said it before but $ODD is disgustingly cheap right now" [X Link](https://x.com/cousinbalin/status/1994158449987367012) 2025-11-27T21:36Z [---] followers, [---] engagements "@KyleAdamsStocks $ODD" [X Link](https://x.com/cousinbalin/status/1994567009628254472) 2025-11-29T00:40Z [---] followers, [---] engagements "@KyleAdamsStocks I generally avoid them as well as I'm notoriously bad at consumer trends. My wife uses their products which turned me on to them and the valuation is dirt cheap for what they are" [X Link](https://x.com/cousinbalin/status/1994577307848134733) 2025-11-29T01:21Z [---] followers, [--] engagements "@tracyalloway Some companies let goats graze around the panels and they just eat all the grass. Maybe goat replaced beef" [X Link](https://x.com/cousinbalin/status/1994747091554578819) 2025-11-29T12:35Z [---] followers, [--] engagements "@TheWrap You've got to go to [--] years and get Spinal Tap in there" [X Link](https://x.com/cousinbalin/status/2000590681505439800) 2025-12-15T15:36Z [---] followers, [----] engagements "@theficouple At 10% returns assuming $250000 at age [--]. you'd have $1.5 million in about [--] years. So retiring at age [--]. Also if you have $160k at [--] you'd get your $1.5 mil by 62-63. Math checks" [X Link](https://x.com/cousinbalin/status/2002459121107485046) 2025-12-20T19:20Z [---] followers, [--] engagements "@TheRoyaltyKing $ABL for you too" [X Link](https://x.com/cousinbalin/status/2003062853532827728) 2025-12-22T11:19Z [---] followers, [--] engagements "@chitchatstocks [--] years is roughly peak COVID "everything is online" bubble. Any insight on [--] or [--] year performance" [X Link](https://x.com/cousinbalin/status/2006437968668774723) 2025-12-31T18:51Z [---] followers, [--] engagements "@lasse108 $ODD $ABX $TWST" [X Link](https://x.com/cousinbalin/status/2007851981466128593) 2026-01-04T16:29Z [---] followers, [---] engagements "@growthrapidly $ODD 20% annual growth even before their new brands launch the market isn't close to pricing that in" [X Link](https://x.com/cousinbalin/status/2007854402837905773) 2026-01-04T16:39Z [---] followers, [---] engagements "@SFarringtonBKC Sort of interesting play is $CRMD. It's dirt cheap because of uncertainty about pricing in H2 of this year. However their primary drug lowers infection rates in dialysis patients and thus costs for providers. I feel like it's priced for failure with large upside if goes well" [X Link](https://x.com/cousinbalin/status/2008630493512626667) 2026-01-06T20:03Z [---] followers, [---] engagements "@weary_centurion They need to ramp up that buyback program. And work on their IR" [X Link](https://x.com/cousinbalin/status/2009744542103159071) 2026-01-09T21:50Z [---] followers, [---] engagements "@CCM_Brett Looked at it but didn't have massive multiple expansion in my thesis. Oh well" [X Link](https://x.com/cousinbalin/status/2010023095504179694) 2026-01-10T16:17Z [---] followers, [--] engagements "@SFarringtonBKC The counter argument I've heard is that if they lower rates that they will extend credit to fewer people. I'm not sure if that's inherently good or bad but I wonder if you have any thoughts on it" [X Link](https://x.com/cousinbalin/status/2010058250948059520) 2026-01-10T18:36Z [---] followers, [---] engagements "@CCM_Brett $ODD is in a 55% drawdown and trades under 20x" [X Link](https://x.com/cousinbalin/status/2010470185208307931) 2026-01-11T21:53Z [---] followers, [---] engagements "@valuedontlie Are you still tracking $NATL at all" [X Link](https://x.com/cousinbalin/status/2011447968705176009) 2026-01-14T14:39Z [---] followers, [---] engagements "@ConnerHursh Obviously because the only place to eat [--] hot dogs is a minor league baseball stadium on $1 hot dog night. Obviously" [X Link](https://x.com/cousinbalin/status/2014060564327055751) 2026-01-21T19:40Z [---] followers, [--] engagements "@chitchatstocks $KFS also great" [X Link](https://x.com/cousinbalin/status/1974504241373860136) 2025-10-04T15:57Z [---] followers, [---] engagements "@Ashton_1nvests $ODD. Just puts up gaudy numbers every quarter. $UFPT. Same" [X Link](https://x.com/cousinbalin/status/1987695050231325012) 2025-11-10T01:33Z [---] followers, [---] engagements "@StockChaser_ $UFPT Under earned for a few quarters due to some factory change issues and the market didn't like that. They make medical device packaging" [X Link](https://x.com/cousinbalin/status/2008136791770251407) 2026-01-05T11:21Z [---] followers, [--] engagements "@SFarringtonBKC Possible degen play.$OXM. Makes Tommy Bahama plus other brands. [----] P/S and I sider buying.tax refunds beget Hawaiian shirts" [X Link](https://x.com/cousinbalin/status/2010069673564615016) 2026-01-10T19:22Z [---] followers, [--] engagements "@YodaStockInvest None of the above $TWST $UFPT" [X Link](https://x.com/cousinbalin/status/2013058313764700457) 2026-01-19T01:17Z [---] followers, [--] engagements "@marketplunger1 any thoughts on why $IDR is getting sold while gold keeps going up Market gonna market" [X Link](https://x.com/cousinbalin/status/2016598138778226715) 2026-01-28T19:43Z [---] followers, [---] engagements "@taobanker $NGVC down a lot too. Probably more sector related than specific to the company" [X Link](https://x.com/cousinbalin/status/1952909979461013950) 2025-08-06T01:49Z [---] followers, [---] engagements "@TheGarpInvestor Also worth watching: $NGVC which is getting dragged down in sympathy has similar rates and a fraction of the hype" [X Link](https://x.com/cousinbalin/status/1984322338759066028) 2025-10-31T18:11Z [---] followers, [---] engagements "@valuedontlie $ABL $ODD I did not realize how far $THRY had fallen though" [X Link](https://x.com/cousinbalin/status/1984438670540358029) 2025-11-01T01:53Z [---] followers, [---] engagements "@SFarringtonBKC $TWST the best play I've found though not as cheap as it once was" [X Link](https://x.com/cousinbalin/status/2014782654483202421) 2026-01-23T19:29Z [---] followers, [---] engagements "@marketplunger1 I've held $HWKN for years. Not exactly bombed out but great business" [X Link](https://x.com/cousinbalin/status/1993075158475849743) 2025-11-24T21:52Z [---] followers, [----] engagements "@marketplunger1 $SJT" [X Link](https://x.com/cousinbalin/status/1997102575804354772) 2025-12-06T00:35Z [---] followers, [----] engagements "@JRogrow $BATRA owners waiting for an offer next" [X Link](https://x.com/cousinbalin/status/2011801325957161228) 2026-01-15T14:03Z [---] followers, [--] engagements "$ABL vs $7.the battle continues" [X Link](https://x.com/cousinbalin/status/1987924934098587747) 2025-11-10T16:46Z [---] followers, [---] engagements "@MaaizKhan $IMMR up in sympathy" [X Link](https://x.com/cousinbalin/status/1993432619825213500) 2025-11-25T21:32Z [---] followers, [---] engagements "@chitchatstocks $ODD $IMMR so far" [X Link](https://x.com/cousinbalin/status/1993694093281824855) 2025-11-26T14:51Z [---] followers, [---] engagements "@SFarringtonBKC Probably worth higher amounts but as a smaller investor I hope for $9. Hopefully there can be full year discount plans or other fun tiers. $BW and $ABL alone justify $20/month at this point" [X Link](https://x.com/cousinbalin/status/2002214800131276854) 2025-12-20T03:09Z [---] followers, [---] engagements "@hkuppy @HniReal $KINS is concentrated on the NYC area. Not reinsurance but might be useful" [X Link](https://x.com/cousinbalin/status/2004873855962149172) 2025-12-27T11:15Z [---] followers, [---] engagements "@chitchatstocks $ODD $JXN or $ABL" [X Link](https://x.com/cousinbalin/status/2005611720354718078) 2025-12-29T12:07Z [---] followers, [---] engagements "@BradoCapital $CAAP could be among the contenders to run their airports" [X Link](https://x.com/cousinbalin/status/2008140841823744009) 2026-01-05T11:37Z [---] followers, [--] engagements "RT @peter_mantas: I have written extensively about $QURE since mid-December (see the blog for all the posts) when the stock was around $20" [X Link](https://x.com/cousinbalin/status/2018844698899783907) 2026-02-04T00:30Z [---] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@cousinbalin balinsonoffundinbalinsonoffundin posts on X about $odd, $ufpt, $caap, $abl the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 15% cryptocurrencies 9% finance 8% countries 2% currencies 1%
Social topic influence $odd 20%, $ufpt 7%, $caap 6%, $abl 6%, $twst 5%, $immr 4%, odd 3%, business 3%, $bned 3%, $crmd 3%
Top accounts mentioned or mentioned by @sfarringtonbkc @chitchatstocks @kyleadamsstocks @thewiseic @taobanker @mufasacapital @mvcinvesting @marketplunger1 @petermantas @rthaler @wearycenturion @blinklebloop @freightalley @wolfofharcourt @esaagar @ashton1nvests @ccmbrett @valuedontlie @logicalthesis @thevaluetrade
Top assets mentioned ODDITY Tech Ltd (ODD) Corporacion America Airports S.A. (CAAP) Airbloc (ABL) Twist Bioscience Corporation Common Stock (TWST) Barnes & Noble Education, Inc (BNED) Arbidex (ABX) Hawkins Inc (HWKN) NCR Atleos Corporation (NATL) Chain Bridge Bancorp, Inc. (CBNA) Cavco Industries Inc. (CVCO) United States Lime & Minerals (USLM) Old Dominion Freight Line Inc (ODFL) Alta Equipment Group Inc. (ALTG) Miami International Holdings, Inc. (MIAX) Knight-Swift Transportation Holdings, Inc. (KNX) Nextracker Inc. (NXT) SafeMoon (SFM) The Root Network (ROOT) Riskified Ltd. (RSKD) First Citizens BancShares, Inc. (FCNCA) Liberty Media Corporation Series A Liberty Braves Common Stock (BATRA) Jackson Financial Inc. (JXN) uniQure N.V. (QURE)
Top posts by engagements in the last [--] hours
"@LogicalThesis $SJT"
X Link 2025-11-12T20:53Z [---] followers, [---] engagements
"@TheValueTrade $ODD $ABX"
X Link 2026-01-24T09:40Z [---] followers, [---] engagements
"@GrindeOptions $BYRN and $ALTG"
X Link 2026-02-07T19:00Z [---] followers, [---] engagements
"@TheWiseIC $ODD Cosmetics company with rapid growth a mountain of cash recurring revenue and a new line of AI developed acne treatments launching. Also it's crazy cheap"
X Link 2026-02-08T12:26Z [---] followers, [--] engagements
"@TheWiseIC $TWST Makers of synthetic DNA which is about to boom because of AI drug development. It also has stakes in DNA data storage"
X Link 2026-02-08T12:29Z [---] followers, [---] engagements
"@peter_mantas I don't own enough $TWST"
X Link 2026-02-11T01:27Z [---] followers, [---] engagements
"RT @R_Thaler: OK this was fun. I did not have doing a deep dive on Obamacare on my bingo card What I wish I had thought to say at the end"
X Link 2026-02-04T22:53Z [---] followers, [--] engagements
"RT @R_Thaler: Jon was three hours and several coffees ahead of me in this discussion plus home court advantage. That said I think Jon som"
X Link 2026-02-05T18:06Z [---] followers, [--] engagements
"RT @TheStalwart: Noticed this chart yesterday"
X Link 2026-02-06T14:06Z [---] followers, [--] engagements
"RT @weary_centurion: $ODD The stock is priced like a dumpster fire Meanwhile SpoiledChild traffic growth is exploding +100% month over m"
X Link 2026-02-08T14:33Z [---] followers, [--] engagements
"RT @ragingbullcap: $MIAX Doesn't seem like anyone understands the latent value in the 10% stake they retained in their sale of the MIAXdx f"
X Link 2026-02-12T12:12Z [---] followers, [--] engagements
"RT @AbacusGM: "Always humbled when investors take the time to investigate and understand our business and even more grateful when they sha"
X Link 2026-02-12T17:31Z [---] followers, [--] engagements
"@SpecialSitsNews Funny that it took the truckers down too $KNX and $HTLD down"
X Link 2026-02-13T00:39Z [---] followers, [----] engagements
"RT @Claudia_Sahm: Great question. Drop in hiring happens every January. On a non-seasonally adjusted basis (left) we lost [---] million job"
X Link 2026-02-13T12:01Z [---] followers, [--] engagements
"@SFarringtonBKC Not quite 5x but $HWKN and $NATL both did about 3x"
X Link 2025-12-21T12:39Z [---] followers, [---] engagements
"RT @RepThomasMassie: 🧵1) This is significant because Kash Patel testified to Congress that FBI had no evidence of other sex traffickers. Th"
X Link 2026-02-10T03:19Z [---] followers, [----] engagements
"@TheWiseIC What happened last week to torch this thing"
X Link 2026-02-15T16:30Z [---] followers, [---] engagements
"@Mufasa_Capital @flamingquiver Loving this pick but curious how you chose to value the company"
X Link 2025-07-15T12:03Z [--] followers, [--] engagements
"@ClarkSquareCap $CAAP Operator of airports across South America and Europe. Trading at a discount to other names in the sector because of perceived risk. However airports have huge moats (monopolies) and have great tailwinds"
X Link 2025-07-15T12:15Z [--] followers, [---] engagements
"@SFarringtonBKC The sweater is the official clothing item of New England"
X Link 2025-07-16T13:52Z [--] followers, [--] engagements
"@SFarringtonBKC Part of the short squeeze mania possibly"
X Link 2025-07-23T16:54Z [--] followers, [---] engagements
"@SFarringtonBKC Even the non Reddit targets appear to be squeezing. Shorts are capitulating"
X Link 2025-07-23T17:02Z [--] followers, [---] engagements
"@Blinklebloop $NXT Sold off on decent earnings with a mid teens P/E. They do utility solar which benefits from AI demand. They also just bought autonomous robots to service their installations"
X Link 2025-07-30T16:20Z [--] followers, [--] engagements
"@taobanker Fair. $SFM also selling off with grocery growth"
X Link 2025-08-06T01:51Z [--] followers, [--] engagements
"@Tintincapital $ODD had a beat and raise 20% plus growth and got shredded down to a reasonable valuation"
X Link 2025-08-07T23:06Z [--] followers, [---] engagements
"@SFarringtonBKC Tangential idea.$IMMR. They are huge patent trolls that control a lot of haptic technology patents. They benefit a lot from some recent changes. It's getting really destroyed because they have a large holding in $BNED which is having some issues with getting their 10K out"
X Link 2025-08-25T13:56Z [--] followers, [---] engagements
"$ROOT might be the only name that both growth focused and value focused accounts are simultaneously writing about right now"
X Link 2025-09-04T21:53Z [--] followers, [---] engagements
"@chitchatstocks $ODD"
X Link 2025-10-03T13:51Z [--] followers, [---] engagements
"@SFarringtonBKC @FreightAlley That was fast Thank you"
X Link 2025-10-08T10:09Z [--] followers, [--] engagements
"@taobanker Do you worry at all about their concentration in the DC area"
X Link 2025-10-14T15:28Z [---] followers, [--] engagements
"@Aureliusltd28 To invest: $CBNA. To use: local credit union"
X Link 2025-05-30T14:18Z [---] followers, [---] engagements
"@wolfofharcourt $CVCO cavco $USLM US lime and minerals $ODFL Old Dominion freight $UFPT UFP technology $RSKD riskified"
X Link 2025-06-01T11:34Z [---] followers, [---] engagements
"@wolfofharcourt $ODFL is a trucking company with a history of high returns. US trucking is in a recession but rates are showing signs of bottoming. $CVCO builds manufactured housing which is Cheaper than site built"
X Link 2025-06-01T11:58Z [---] followers, [---] engagements
"@mvcinvesting $ODD is usually my answer here but it's had a solid run and is really expensive right now. $BNED is largely ignored as well. $TRNS is my other big selloff name to follow"
X Link 2025-06-11T20:39Z [---] followers, [---] engagements
"@KyleAdamsStocks $BNED or $CBNA"
X Link 2025-06-21T19:15Z [---] followers, [---] engagements
"@SFarringtonBKC $UFPT but it's not cheap right now. $CRMD because it IS cheap right now"
X Link 2025-07-03T09:40Z [---] followers, [---] engagements
"@stonkmetal $UFPT makes medical device packaging. Valuation is about fair right now but an absolutely solid company"
X Link 2025-07-25T23:00Z [---] followers, [---] engagements
"@FundasyInvestor Have you looked into $KINS at all Similar multiples and combined ratios but based on NYC instead of Florida"
X Link 2025-08-28T18:43Z [---] followers, [---] engagements
"@taobanker I hadn't looked at $MGPI for awhile. Oof"
X Link 2025-09-29T19:27Z [---] followers, [---] engagements
"@KyleAdamsStocks $UFPT.been a dog all year while the business grows"
X Link 2025-10-03T09:42Z [---] followers, [---] engagements
"@SFarringtonBKC @FreightAlley Maybe a $HTLD update is due"
X Link 2025-10-07T21:24Z [---] followers, [--] engagements
"@KyleAdamsStocks did you move markets with your $PPIH piece Thanks"
X Link 2025-10-09T14:27Z [---] followers, [----] engagements
"@mvcinvesting $ODD. It's already cheap and at support. Happy to add here but I'll be even happier to add lower"
X Link 2025-10-11T13:40Z [---] followers, [---] engagements
"@SFarringtonBKC $CAAP can accommodate all the lift offs. And join in"
X Link 2025-10-12T18:41Z [---] followers, [--] engagements
"@SFarringtonBKC @marketswithmay @br0n_yr_aur Sniper move would be $FCNCA buying them all instead"
X Link 2025-10-17T16:53Z [---] followers, [---] engagements
"@SFarringtonBKC @SummerSnowUSA How do you feel about this one vs. $IMMR Or do I have to wait for the thunder dome to happen"
X Link 2025-10-19T23:11Z [---] followers, [---] engagements
"@UBERSOY1 I like Lord of the Rings more because it didn't crap out the ending"
X Link 2025-10-20T12:01Z [---] followers, [--] engagements
"@chitchatstocks $ODD is beaten down with lots of new products in the pipeline"
X Link 2025-10-21T14:03Z [---] followers, [---] engagements
"@QualityInvest5 $CAAP is even cheaper"
X Link 2025-10-25T11:14Z [---] followers, [---] engagements
"@esaagar At least Iraq had backing from Congress"
X Link 2025-10-26T15:48Z [---] followers, [---] engagements
"@HiddenValueGems $USLM mentioned strong data center sales in their earnings today. It's offsetting other weakness"
X Link 2025-10-29T23:57Z [---] followers, [---] engagements
"Probably too close to earnings but $ODD should really start plowing their cash into a buyback now"
X Link 2025-10-31T01:54Z [---] followers, [---] engagements
"@Ashton_1nvests $ODD"
X Link 2025-10-31T15:09Z [---] followers, [---] engagements
"@Mufasa_Capital At this price you don't need much out of Oddity Labs to make it work. If their two existing brands grow at 10% for [--] years they'll be doing $1.2 billion in sales. And that's well below projections"
X Link 2025-10-31T15:13Z [---] followers, [--] engagements
"@Mufasa_Capital $ABL is trading at 7-8x [----] guidance but has no P/E ratio backward looking. $SJC has no earnings but will as soon as their gas starts flowing next year"
X Link 2025-11-03T11:13Z [---] followers, [---] engagements
"@esaagar Maybe we just need more time zones [--] would allow more flexibility to meet local needs. New England and Georgia have very different daylight hours but are both EST for example"
X Link 2025-11-03T14:08Z [---] followers, [--] engagements
"@ReneSellmann $ODD all the way"
X Link 2025-11-08T21:17Z [---] followers, [---] engagements
"@chitchatstocks @irbezek Which countries could $CAAP enter next"
X Link 2025-11-10T23:27Z [---] followers, [---] engagements
"@BowTiedMara Bullish $CAAP"
X Link 2025-11-11T19:37Z [---] followers, [---] engagements
"@Blinklebloop @joinyellowbrick @KerrisdaleCap @LongYield @bobspaysubstack @Unclestocknotes $CRMD even screening well now.is the market just ignoring this now"
X Link 2025-11-18T23:06Z [---] followers, [---] engagements
"@ch1cken_t3nder Battle Creek Cleveland and St. Louis are all awesome"
X Link 2025-11-19T23:03Z [---] followers, [--] engagements
"@Abacus_IR Can you provide any insight about the acquisition strategy going forward Should we expect more purchases and any areas your targeting Thanks"
X Link 2025-11-20T12:45Z [---] followers, [--] engagements
"@mvcinvesting Said it before but $ODD is disgustingly cheap right now"
X Link 2025-11-27T21:36Z [---] followers, [---] engagements
"@KyleAdamsStocks $ODD"
X Link 2025-11-29T00:40Z [---] followers, [---] engagements
"@KyleAdamsStocks I generally avoid them as well as I'm notoriously bad at consumer trends. My wife uses their products which turned me on to them and the valuation is dirt cheap for what they are"
X Link 2025-11-29T01:21Z [---] followers, [--] engagements
"@tracyalloway Some companies let goats graze around the panels and they just eat all the grass. Maybe goat replaced beef"
X Link 2025-11-29T12:35Z [---] followers, [--] engagements
"@TheWrap You've got to go to [--] years and get Spinal Tap in there"
X Link 2025-12-15T15:36Z [---] followers, [----] engagements
"@theficouple At 10% returns assuming $250000 at age [--]. you'd have $1.5 million in about [--] years. So retiring at age [--]. Also if you have $160k at [--] you'd get your $1.5 mil by 62-63. Math checks"
X Link 2025-12-20T19:20Z [---] followers, [--] engagements
"@TheRoyaltyKing $ABL for you too"
X Link 2025-12-22T11:19Z [---] followers, [--] engagements
"@chitchatstocks [--] years is roughly peak COVID "everything is online" bubble. Any insight on [--] or [--] year performance"
X Link 2025-12-31T18:51Z [---] followers, [--] engagements
"@lasse108 $ODD $ABX $TWST"
X Link 2026-01-04T16:29Z [---] followers, [---] engagements
"@growthrapidly $ODD 20% annual growth even before their new brands launch the market isn't close to pricing that in"
X Link 2026-01-04T16:39Z [---] followers, [---] engagements
"@SFarringtonBKC Sort of interesting play is $CRMD. It's dirt cheap because of uncertainty about pricing in H2 of this year. However their primary drug lowers infection rates in dialysis patients and thus costs for providers. I feel like it's priced for failure with large upside if goes well"
X Link 2026-01-06T20:03Z [---] followers, [---] engagements
"@weary_centurion They need to ramp up that buyback program. And work on their IR"
X Link 2026-01-09T21:50Z [---] followers, [---] engagements
"@CCM_Brett Looked at it but didn't have massive multiple expansion in my thesis. Oh well"
X Link 2026-01-10T16:17Z [---] followers, [--] engagements
"@SFarringtonBKC The counter argument I've heard is that if they lower rates that they will extend credit to fewer people. I'm not sure if that's inherently good or bad but I wonder if you have any thoughts on it"
X Link 2026-01-10T18:36Z [---] followers, [---] engagements
"@CCM_Brett $ODD is in a 55% drawdown and trades under 20x"
X Link 2026-01-11T21:53Z [---] followers, [---] engagements
"@valuedontlie Are you still tracking $NATL at all"
X Link 2026-01-14T14:39Z [---] followers, [---] engagements
"@ConnerHursh Obviously because the only place to eat [--] hot dogs is a minor league baseball stadium on $1 hot dog night. Obviously"
X Link 2026-01-21T19:40Z [---] followers, [--] engagements
"@chitchatstocks $KFS also great"
X Link 2025-10-04T15:57Z [---] followers, [---] engagements
"@Ashton_1nvests $ODD. Just puts up gaudy numbers every quarter. $UFPT. Same"
X Link 2025-11-10T01:33Z [---] followers, [---] engagements
"@StockChaser_ $UFPT Under earned for a few quarters due to some factory change issues and the market didn't like that. They make medical device packaging"
X Link 2026-01-05T11:21Z [---] followers, [--] engagements
"@SFarringtonBKC Possible degen play.$OXM. Makes Tommy Bahama plus other brands. [----] P/S and I sider buying.tax refunds beget Hawaiian shirts"
X Link 2026-01-10T19:22Z [---] followers, [--] engagements
"@YodaStockInvest None of the above $TWST $UFPT"
X Link 2026-01-19T01:17Z [---] followers, [--] engagements
"@marketplunger1 any thoughts on why $IDR is getting sold while gold keeps going up Market gonna market"
X Link 2026-01-28T19:43Z [---] followers, [---] engagements
"@taobanker $NGVC down a lot too. Probably more sector related than specific to the company"
X Link 2025-08-06T01:49Z [---] followers, [---] engagements
"@TheGarpInvestor Also worth watching: $NGVC which is getting dragged down in sympathy has similar rates and a fraction of the hype"
X Link 2025-10-31T18:11Z [---] followers, [---] engagements
"@valuedontlie $ABL $ODD I did not realize how far $THRY had fallen though"
X Link 2025-11-01T01:53Z [---] followers, [---] engagements
"@SFarringtonBKC $TWST the best play I've found though not as cheap as it once was"
X Link 2026-01-23T19:29Z [---] followers, [---] engagements
"@marketplunger1 I've held $HWKN for years. Not exactly bombed out but great business"
X Link 2025-11-24T21:52Z [---] followers, [----] engagements
"@marketplunger1 $SJT"
X Link 2025-12-06T00:35Z [---] followers, [----] engagements
"@JRogrow $BATRA owners waiting for an offer next"
X Link 2026-01-15T14:03Z [---] followers, [--] engagements
"$ABL vs $7.the battle continues"
X Link 2025-11-10T16:46Z [---] followers, [---] engagements
"@MaaizKhan $IMMR up in sympathy"
X Link 2025-11-25T21:32Z [---] followers, [---] engagements
"@chitchatstocks $ODD $IMMR so far"
X Link 2025-11-26T14:51Z [---] followers, [---] engagements
"@SFarringtonBKC Probably worth higher amounts but as a smaller investor I hope for $9. Hopefully there can be full year discount plans or other fun tiers. $BW and $ABL alone justify $20/month at this point"
X Link 2025-12-20T03:09Z [---] followers, [---] engagements
"@hkuppy @HniReal $KINS is concentrated on the NYC area. Not reinsurance but might be useful"
X Link 2025-12-27T11:15Z [---] followers, [---] engagements
"@chitchatstocks $ODD $JXN or $ABL"
X Link 2025-12-29T12:07Z [---] followers, [---] engagements
"@BradoCapital $CAAP could be among the contenders to run their airports"
X Link 2026-01-05T11:37Z [---] followers, [--] engagements
"RT @peter_mantas: I have written extensively about $QURE since mid-December (see the blog for all the posts) when the stock was around $20"
X Link 2026-02-04T00:30Z [---] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::cousinbalin