# ![@publicompanies Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1405999367862079492.png) @publicompanies Marco

Marco posts on X about $svv, $sfm, $boot, cake the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1405999367862079492/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1405999367862079492/c:line/m:interactions.svg)

- [--] Week [---] +12%
- [--] Month [-------] +46%
- [--] Months [-------] +10,431%
- [--] Year [-------] +58,879%

### Mentions: [--] [#](/creator/twitter::1405999367862079492/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1405999367862079492/c:line/m:posts_active.svg)

- [--] Month [--] -73%
- [--] Months [--] +69%
- [--] Year [--] +438%

### Followers: [-------] [#](/creator/twitter::1405999367862079492/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1405999367862079492/c:line/m:followers.svg)

- [--] Month [--] -3.30%
- [--] Months [--] +18%
- [--] Year [--] +103%

### CreatorRank: undefined [#](/creator/twitter::1405999367862079492/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1405999367862079492/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)  [fashion brands](/list/fashion-brands)  [financial services](/list/financial-services)  [social networks](/list/social-networks) 

**Social topic influence**
[$svv](/topic/$svv) #5, [$sfm](/topic/$sfm), [$boot](/topic/$boot), [cake](/topic/cake), [growth](/topic/growth), [$fnd](/topic/$fnd), [$knsl](/topic/$knsl), [in the](/topic/in-the), [mark](/topic/mark), [debt](/topic/debt)

**Top accounts mentioned or mentioned by**
[@andrew1corpora1](/creator/undefined) [@eggfreecakeuk](/creator/undefined) [@fcompounders](/creator/undefined) [@tamburitip](/creator/undefined) [@dailycompoundng](/creator/undefined) [@briantycangco](/creator/undefined) [@youtube](/creator/undefined) [@businessinsider](/creator/undefined) [@tmfjaguar](/creator/undefined) [@equitybrian](/creator/undefined) [@evfcfaddict](/creator/undefined) [@investormexican](/creator/undefined) [@bendingspoons](/creator/undefined) [@corriere](/creator/undefined) [@sole24ore](/creator/undefined) [@astutexai](/creator/undefined) [@ceotech](/creator/undefined)

**Top assets mentioned**
[Savers Value Village, Inc. (SVV)](/topic/$svv) [SafeMoon (SFM)](/topic/$sfm) [Bostrom (BOOT)](/topic/$boot) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [MercadoLibre Inc (MELI)](/topic/$meli) [Five Below, Inc. (FIVE)](/topic/$five) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Bitcoin (BTC)](/topic/bitcoin) [TJX Companies, Inc. (TJX)](/topic/$tjx) [Tapestry, Inc. (TPR)](/topic/$tpr) [Ollie's Bargain Outlet Holdings, Inc. Common Stock (OLLI)](/topic/$olli) [Decentral Games (DG)](/topic/$dg) [Ralph Lauren Corp (RL)](/topic/$rl) [Ross Stores, Inc. (ROST)](/topic/$rost) [Burlington Stores, Inc. (BURL)](/topic/$burl) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Boot Barn Holdings, Inc. (BOOT)](/topic/boot-barn) [Costco Wholesale Corporation (COST)](/topic/costco) [Citigroup Inc (C)](/topic/citigroup)
### Top Social Posts
Top posts by engagements in the last [--] hours

"It's simple. The Cpc would avoid something happened in the Urss when It open free to capitalism without the necessary precautions (like adeguate law) that cause tremendusly economic crisys. So This Is happening whith the continuin regulation in the financial market"  
[X Link](https://x.com/publicompanies/status/1497605761471590408)  2022-02-26T16:13Z [--] followers, [--] engagements


"about "current account deficit" (which trade deficit is more important) Buffet had said: " As time passes and as claims against us grow we own less and less of what we produce" because since private/public istitutions buy more than they sell they pay goods/services with IOUs"  
[X Link](https://x.com/anyuser/status/1705512845658476597)  2023-09-23T09:22Z [--] followers, [--] engagements


"I think that is very undervalued the ASC [---] since FY2019. Because the Operating Lease now is in the balance sheet. But this item is not properly "debt". So you must adjust ROA and the Debt Ratio. At least in the retail sector with a lot physical stores"  
[X Link](https://x.com/anyuser/status/1708963196084633961)  2023-10-02T21:52Z [--] followers, [--] engagements


"These days when we look five years out we hope to be building 5G networks and metaverses bu if TAIWAN were taken OFFLINE we might find ourselves struggling to acquire dishwashers"  
[X Link](https://x.com/publicompanies/status/1787204965057925149)  2024-05-05T19:37Z [--] followers, [--] engagements


"Now alibaba is really at risk because with the business reclassifications you don't understand anything anymore the cloud for example grew by [--] but if you look at the revenue last year - [----] - it was [-----] RMB today - [----] - it is [------] RMB"  
[X Link](https://x.com/publicompanies/status/1790420674651050138)  2024-05-14T16:35Z [--] followers, [--] engagements


"Actually Alibaba decreased ADRs by 3.7%.not [---]. bad to declare something false. 2023: [----] ADR 2024: [----] ADR"  
[X Link](https://x.com/publicompanies/status/1791196482470600780)  2024-05-16T19:58Z [--] followers, [--] engagements


"I am noticing that in 22/23 inventory was at very high levels and as it has decreased operating cash flow has also increased and as a result valuations have gone way up. I suspected it but seeing it now is different. One had to act with conviction"  
[X Link](https://x.com/publicompanies/status/1792196125149327537)  2024-05-19T14:10Z [--] followers, [--] engagements


"Warren B. on the compensation committee was right: here the worms (Meridian) hired by FIVE BELOW: ""In fiscal [----] we engaged Meridian once again to review the competitiveness of compensation provided to the board. Following this review the "  
[X Link](https://x.com/publicompanies/status/1797564112161116167)  2024-06-03T09:40Z [--] followers, [--] engagements


""Sprouts saw outstanding second quarter results thanks to exceptional teamwork and strategic focus said Jack Sinclair chief executive officer of Sprouts Farmers Market. Customers are responding to our healthy product assortment and our unique in-store experience"  
[X Link](https://x.com/publicompanies/status/1818018813356425495)  2024-07-29T20:20Z [--] followers, [--] engagements


"as irrational as fear can be even this frantic race can ease it. the question is always the same: how much is it worth"  
[X Link](https://x.com/publicompanies/status/1840620662236307829)  2024-09-30T05:12Z [---] followers, [--] engagements


"@DailyCompoundng the financial "experts""  
[X Link](https://x.com/publicompanies/status/1840621616067199401)  2024-09-30T05:16Z [---] followers, [---] engagements


"@BrianTycangco I work in real estate if you need advice where to go in Mi"  
[X Link](https://x.com/publicompanies/status/1866104532570083523)  2024-12-09T12:56Z [--] followers, [--] engagements


"@andrew1corpora1 hi very difficult to evaluate I do not see particular catalysts other than the growing car market in china growing car exports and at the accounting level the receivables are very high for [--] years) in the cash flow st"  
[X Link](https://x.com/publicompanies/status/1875571747359224078)  2025-01-04T15:55Z [--] followers, [--] engagements


"@andrew1corpora1 (they could turn positively if the payments arrive soon. months. years. I do not know) in that case the CFlowOps rises. The rest of the balance sheet data for me do not vary much even if they are stable (some growing). it is a value in [----] i think"  
[X Link](https://x.com/publicompanies/status/1875571956218786254)  2025-01-04T15:56Z [--] followers, [--] engagements


"@andrew1corpora1 i think make very sense the price told by the board for the buyback [---] per share"  
[X Link](https://x.com/publicompanies/status/1875572111965876264)  2025-01-04T15:56Z [--] followers, [--] engagements


"@andrew1corpora1 one last thing to consider the debt is [---] M about but with cash and notes receiv. are negative"  
[X Link](https://x.com/publicompanies/status/1875580109283062014)  2025-01-04T16:28Z [--] followers, [--] engagements


"POOL CORP is very good business in all aspect but unfortunately with small sum of money i don't think is good investment at today valuation at around [---] it is"  
[X Link](https://x.com/publicompanies/status/1895575443723763807)  2025-02-28T20:42Z [--] followers, [--] engagements


"Has anyone studied TEXAS ROADHOUSE I think they only do comparable sales on company-owned restaurants not franchises right"  
[X Link](https://x.com/publicompanies/status/1898698890393608234)  2025-03-09T11:34Z [--] followers, [--] engagements


"I remember everyone talking about Evolution AB but then I wondered. but why with all the good numbers for so many years of small casinos Like Monarch. I don't know. Boh"  
[X Link](https://x.com/publicompanies/status/1917692302975459639)  2025-04-30T21:27Z [--] followers, [--] engagements


"Someone Is studying Savers $svv"  
[X Link](https://x.com/publicompanies/status/1919307490879037466)  2025-05-05T08:25Z [--] followers, [--] engagements


"And now Ted Weschler and Todd Combs Berkshire Hathaway"  
[X Link](https://x.com/publicompanies/status/1919841292596490553)  2025-05-06T19:46Z [--] followers, [--] engagements


"About Savers $SVV Retail Competition. We compete for customer spend with value retailers including off-price and other thrift operators. The thrift non profit sector is largely decentralized resulting in inconsistent shopping experiences from market to market"  
[X Link](https://x.com/publicompanies/status/1920182650028933346)  2025-05-07T18:23Z [--] followers, [--] engagements


"great job at Texas Roadhouse"  
[X Link](https://x.com/publicompanies/status/1920858528257892714)  2025-05-09T15:08Z [--] followers, [--] engagements


"Q125 TEXAS ROADHOUSE Head investor: So we did have 3.1% pricing in the first quarter. That drops down to 2.3% in the second and third quarter. So yes we are priced below the inflation guidance that we have. But that's typically --"  
[X Link](https://x.com/publicompanies/status/1920918412634607896)  2025-05-09T19:06Z [--] followers, [--] engagements


"Texas Roadhouse CEO shares winning strategies that turned restaurant cha. via @YouTube https://youtu.be/pU9Lq6byQKksi=WXPpbBJgkGCvjmnP https://youtu.be/pU9Lq6byQKksi=WXPpbBJgkGCvjmnP"  
[X Link](https://x.com/publicompanies/status/1921124276448485641)  2025-05-10T08:44Z [--] followers, [--] engagements


"BOOT BARN good results. great management"  
[X Link](https://x.com/publicompanies/status/1922749544896368911)  2025-05-14T20:23Z [--] followers, [--] engagements


"BOOT BARN. ROIC dal [----] al [----] [----] 76% 96% 107% 133% 371% 276% 153% [----] 187%"  
[X Link](https://x.com/publicompanies/status/1923672610480513531)  2025-05-17T09:31Z [--] followers, [--] engagements


"@F_Compounders $SVV i found this Company Is very very interesting. Seems have a business model that -for profit- in inique. If this Company can go throught It s Plan and the market respond Well i think It can be very good investiment. Monitoring I m in but very Little for now"  
[X Link](https://x.com/publicompanies/status/1926629247084282127)  2025-05-25T13:19Z [--] followers, [----] engagements


"Birkenstock like choose the partner and they haven't fear of missing someone for example they choose to don't sell at Foot Locker. The management seems that know what are doing"  
[X Link](https://x.com/publicompanies/status/1926670409623060747)  2025-05-25T16:03Z [--] followers, [--] engagements


"$googl Alphabet even today confirms itself as what it has always been"  
[X Link](https://x.com/publicompanies/status/1948120290086748188)  2025-07-23T20:37Z [--] followers, [--] engagements


"SPROUTS: Second Quarter Highlights: Net sales totaled $2.2 billion; a 17% increase from the same period in [----] Comparable store sales growth of 10.2% Diluted earnings per share of $1.35; compared to diluted earnings per share of $0.94 in the same period in 2024"  
[X Link](https://x.com/publicompanies/status/1950649157078721004)  2025-07-30T20:06Z [--] followers, [--] engagements


"i'm looking forward to worrying that the stores are so busy that we have to build other ones next door to them. CEO of $SFM"  
[X Link](https://x.com/publicompanies/status/1950953027008897506)  2025-07-31T16:13Z [--] followers, [--] engagements


"CEO $BOOT: new stores. payback in less than [--] years"  
[X Link](https://x.com/publicompanies/status/1951317129313014245)  2025-08-01T16:20Z [--] followers, [--] engagements


"CEO $FND .one of the most consequantial challenges we and others across our industry continue to face is mitigating the impact of tariffs on our products. "  
[X Link](https://x.com/publicompanies/status/1951689545977602324)  2025-08-02T17:00Z [--] followers, [--] engagements


"$fnd . reporting second quarter comparable store sales growth of 0.4% our first positive comparable store sales since the fourth quarter of 2022"  
[X Link](https://x.com/publicompanies/status/1951703129591808490)  2025-08-02T17:54Z [--] followers, [--] engagements


"$FND CEO: I do think -- we do like to think ourselves kind of Costco kind of we appeal to higher-end customers. We -- our income levels do slant higher. And if you walk in the store today you see the type of product that would appeal to a very expensive homes. So"  
[X Link](https://x.com/publicompanies/status/1951743433501991297)  2025-08-02T20:34Z [--] followers, [---] engagements


"i would like to know Steven Zaccone at Citigroup. seem he follow many of my companies"  
[X Link](https://x.com/publicompanies/status/1951745690217927092)  2025-08-02T20:43Z [--] followers, [--] engagements


"Lululemon should respond clearly to questions during calls"  
[X Link](https://x.com/publicompanies/status/1953825695013978149)  2025-08-08T14:28Z [--] followers, [--] engagements


"I suspected it was impossible for some superinvestor not to buy $LULU. These opportunities are very rare but it takes guts"  
[X Link](https://x.com/publicompanies/status/1956285019267215644)  2025-08-15T09:21Z [--] followers, [--] engagements


"KINSALE combined ratio and FLOAT in [--] years. Insurer in EXCESS AND SURPLUS LINES E&S. $kNSL #insurer #berkshire"  
[X Link](https://x.com/publicompanies/status/1956686326322925601)  2025-08-16T11:55Z [--] followers, [---] engagements


""QUOTE RATIO" (first column)and"NEW POLICY TO NEW SUBMISSION RATIO" (second c.) of $KNSL could reflect the discipline of disciplined people. - 2019-61.5-6.6 -2021-66.7-6.9 -2022-69.3-7.1 -2023-66.5-7.2 -2024-67 -7.3"  
[X Link](https://x.com/publicompanies/status/1956984603303932012)  2025-08-17T07:41Z [--] followers, [--] engagements


"Baidu is now too hard to evaluate"  
[X Link](https://x.com/publicompanies/status/1958218370568028394)  2025-08-20T17:23Z [--] followers, [--] engagements


"from 10k of kinsale: "We believe that we have differentiated ourselves from our competitors by effectively leveraging technology vigilantly controlling expenses and maintaining control over our underwriting and claims management." If you study the company this seem the true"  
[X Link](https://x.com/publicompanies/status/1958228930919285038)  2025-08-20T18:05Z [--] followers, [--] engagements


"Insurance companies that underwrite poorly are the ones that make mistakes and then go bust restoring the winners. But it takes time and no one knows how long"  
[X Link](https://x.com/publicompanies/status/1958229501319721310)  2025-08-20T18:07Z [--] followers, [--] engagements


"$LULU Lululemon is a company that needs to get a solid grasp on its maintenance and growth capital clearly distinguishing between the two. This is evident from their erratic growth rates and margins. Furthermore"  
[X Link](https://x.com/publicompanies/status/1958934762443198838)  2025-08-22T16:50Z [--] followers, [---] engagements


"management has confirmed this often discussing how growth-related costs have impacted the income statement as have tax provisions. If we can properly distinguish between maintenance and growth capital Lululemon's free cash flow could be enormous"  
[X Link](https://x.com/publicompanies/status/1958934853652459534)  2025-08-22T16:50Z [--] followers, [--] engagements


"Recently I have read about plans from companies such as FIVE BELOW and LULULEMON that talk about a TRIPLE-DOUBLE strategy (tripling stores and doubling revenue) or POWER OF THREE X [--] (doubling revenue). But my question is: why say such nonsense in reports Grow with"  
[X Link](https://x.com/publicompanies/status/1960386058475974949)  2025-08-26T16:57Z [--] followers, [--] engagements


"$KSPI from my point of view like declared by Kaspi "raiffeisen bank russia is a fully owned subsidiary of raiffeisen international one of austria's largest bank. the bank is under. supervision of the EU Central Bank and is not subject to any sanctions either at the group"  
[X Link](https://x.com/publicompanies/status/1966563943603646520)  2025-09-12T18:05Z [--] followers, [---] engagements


"**MARCO YEAR TO DATE TOTAL RETURN** [---] %"  
[X Link](https://x.com/publicompanies/status/1966568376710365690)  2025-09-12T18:23Z [--] followers, [--] engagements


"CEO $KSPI about Car e-commerce: "If you think in terms of the comparable business models I don't know maybe something like CarMax in the U.S. but"  
[X Link](https://x.com/publicompanies/status/1968369438920777816)  2025-09-17T17:40Z [--] followers, [---] engagements


"actually without building this huge dealerships would be a business which we have studied when we have been developing that service. And also maybe Carvana with its fully online experience but without expensive vending machines for the cars because people don't --"  
[X Link](https://x.com/publicompanies/status/1968369484697321920)  2025-09-17T17:40Z [--] followers, [--] engagements


"I went to Sprouts Farmers Market. The chain is growing fast and that might be bad news for Whole Foods. via @businessinsider $sfm https://www.businessinsider.com/sprouts-farmers-market-visit-fast-growing-price-competitive-grocery-chain-2025-10utmSource=twitter&utmContent=referral&utmTerm=topbar&referrer=twitter https://www.businessinsider.com/sprouts-farmers-market-visit-fast-growing-price-competitive-grocery-chain-2025-10utmSource=twitter&utmContent=referral&utmTerm=topbar&referrer=twitter"  
[X Link](https://x.com/publicompanies/status/2008469948352397487)  2026-01-06T09:25Z [--] followers, [---] engagements


"Great management for Boot Barn Floor & decor and Savers value v. updates in the next few days"  
[X Link](https://x.com/publicompanies/status/1951016460194628073)  2025-07-31T20:25Z [--] followers, [--] engagements


"$KSPI CEO Q3 2024: our take rate is driven quite substantially by value-added services which is delivered in advertising. So they are about 1.8% of our GMV. So again our take rate is not the result of repricing the seller fees or anything like that"  
[X Link](https://x.com/publicompanies/status/1969336365637627921)  2025-09-20T09:42Z [--] followers, [---] engagements


"December [--] 2025: Kinsale Capital Group Authorizes New $250 Million Share Repurchase Program"  
[X Link](https://x.com/publicompanies/status/2001661050781868338)  2025-12-18T14:29Z [--] followers, [--] engagements


"$KSPI HEPSIBURADA PRESIDENT Lomtadze (KASPI CEO): "The next era of leadership at Hepsiburada will be built with leaders who have risen through the ranks of the company." Well I hope so because KASPI was not supposed to interfere with management. as he has always stated"  
[X Link](https://x.com/publicompanies/status/2007399371558793652)  2026-01-03T10:31Z [--] followers, [---] engagements


"I just published a deep dive on $KNSL (Kinsale Capital Group). 📈 "CEO cities an example about the MOAT." https://marcosgr94.substack.com/p/knsl-kinsale-capital-group-inc https://marcosgr94.substack.com/p/knsl-kinsale-capital-group-inc"  
[X Link](https://x.com/publicompanies/status/2008160050171285929)  2026-01-05T12:54Z [--] followers, [---] engagements


"$SVV q4 2025: the United States ("U.S.") net sales increased 20.6%. Excluding the benefit of the 53rd week net sales increased 12.6% and comparable store sales increased 8.8%"  
[X Link](https://x.com/publicompanies/status/2010767988857667676)  2026-01-12T17:37Z [--] followers, [--] engagements


"$svv Capital Allocation: Consistent with its capital allocation strategy during the fourth quarter the Company repaid $20 million of principal under its [----] term loan facility and repurchased approximately [---] million shares of its common stock at a weighted average price of"  
[X Link](https://x.com/anyuser/status/2010768731706667185)  2026-01-12T17:39Z [--] followers, [--] engagements


"If $SVV can prove that its model can increase profitability as it scales it could be one of the most undervalued stocks seen in the US right now. It's difficult to predict at this point but when"  
[X Link](https://x.com/anyuser/status/2010769919202238544)  2026-01-12T17:44Z [--] followers, [--] engagements


"the China Securities Regulatory Commission probably will extend the stock connect Shanghai-London to Shenzhen Germany Switzerland. this is not seems a more closing market"  
[X Link](https://x.com/publicompanies/status/1504744132744552448)  2022-03-18T08:58Z [--] followers, [--] engagements


"@andrew1corpora1 I in [----] i only made this purchase. In the past years i bought: baba $sfm (3 years ago) fnd cake box boot barn and other"  
[X Link](https://x.com/publicompanies/status/1876378343769297274)  2025-01-06T21:20Z [--] followers, [--] engagements


"@andrew1corpora1 You"  
[X Link](https://x.com/publicompanies/status/1876378735638938053)  2025-01-06T21:22Z [--] followers, [--] engagements


"MONARCH $MCRI is very good business with about 30% of family ownership. Damn if only it had a more concrete and precise growth plan"  
[X Link](https://x.com/publicompanies/status/1883586458579341338)  2025-01-26T18:43Z [--] followers, [---] engagements


"I never seen something like this in Italy. Very attentive to a customer. I like it. Sprouts Farmer Market $SFM"  
[X Link](https://x.com/publicompanies/status/1893041016220856401)  2025-02-21T20:52Z [--] followers, [--] engagements


"".the potential earnings power we believe we can unlock over time as industry fundamentals improve." Floor&Decor"  
[X Link](https://x.com/publicompanies/status/1893729716927938897)  2025-02-23T18:28Z [--] followers, [--] engagements


"$SVV CEO: .In addition over the last several quarters our customer base has been getting younger and more affluent with a growing propensity to shop with us that is not driven by their economic circumstances"  
[X Link](https://x.com/publicompanies/status/1951593368175116588)  2025-08-02T10:38Z [--] followers, [--] engagements


"$SVV about Canada: As indicated after the first quarter we are far from declaring victory and still have work to do navigating a challenging economic landscape but are pleased with the progress we continue to see in the business"  
[X Link](https://x.com/publicompanies/status/1951596261422858481)  2025-08-02T10:49Z [--] followers, [--] engagements


"$birk "We have over [-----] high-quality touch points through our B2B partners compared to our own fleet of [--] doors.""  
[X Link](https://x.com/publicompanies/status/1956262407203918233)  2025-08-15T07:51Z [--] followers, [--] engagements


"CFO KROLO IVICA $BIRK: . and unlike our peers we own our supply chain.""  
[X Link](https://x.com/publicompanies/status/1956266135780827323)  2025-08-15T08:06Z [--] followers, [--] engagements


"@TMFJaguar I read your article on $fnd on Motley Fool. I have been a shareholder since [----] but this is the first time I have seen Munger mention it. Thank you very much it was very useful"  
[X Link](https://x.com/publicompanies/status/1959523390961631479)  2025-08-24T07:49Z [--] followers, [--] engagements


"@EquityBrian Hi. I'm in. I think it's because of the macro environment and the acquisition of a Turkish bank and e-commerce company"  
[X Link](https://x.com/publicompanies/status/1965396572654690615)  2025-09-09T12:47Z [--] followers, [---] engagements


"$CVCO Cavco Industries inc from 10K 25: In the fourth quarter of fiscal [----] the Company modified its extensive manufacturing brand lineup by changing all of its various trade names to a new unified brand under the Cavco name followed by the city its located in"  
[X Link](https://x.com/publicompanies/status/1979215671968793087)  2025-10-17T15:59Z [--] followers, [--] engagements


"$MCRI one again proud of the management"  
[X Link](https://x.com/publicompanies/status/1980728451909800372)  2025-10-21T20:10Z [--] followers, [--] engagements


"MONARCH CASINO & RESORT: In the third quarter of [----] the Company purchased on the open market [------] shares of its common stock for an aggregate amount of $11.3 million under its Repurchase Plan"  
[X Link](https://x.com/publicompanies/status/1980730067430109340)  2025-10-21T20:17Z [--] followers, [--] engagements


"Monarch Casino & Resort. $MCRI The company did not hold an earnings call continuing a Monarch tradition. Ultimately it's the facts that count"  
[X Link](https://x.com/publicompanies/status/1981005327933063240)  2025-10-22T14:30Z [--] followers, [--] engagements


"$knsl Kinsale excellent results. Details in the coming days"  
[X Link](https://x.com/publicompanies/status/1981728116964721102)  2025-10-24T14:22Z [--] followers, [---] engagements


"Kinsale's disciplined underwriting and low-cost business model is a consistent winner in an industry where the customers are intensely focused on cost. As the E&S market has become more competitive over the last [--] years Kinsale efficiency has become a"  
[X Link](https://x.com/publicompanies/status/1981733377217532304)  2025-10-24T14:43Z [--] followers, [--] engagements


"kinsale: "I would argue it works better in a competitive market because it makes our expense ratio more telling also the fastest-growing participants in the market today are largely funding companies whose risk-bearing"  
[X Link](https://x.com/publicompanies/status/1981736089271386345)  2025-10-24T14:54Z [--] followers, [--] engagements


"$SFM excellent results. Updates to follow"  
[X Link](https://x.com/publicompanies/status/1983634929205571850)  2025-10-29T20:39Z [--] followers, [---] engagements


"$BOOT Unexpected results excellent management. Updates to follow"  
[X Link](https://x.com/publicompanies/status/1983635045308100772)  2025-10-29T20:40Z [--] followers, [--] engagements


"BOOT BARN: NEW STORE: initial investment in less than [--] years. about pay back"  
[X Link](https://x.com/publicompanies/status/1983985123436679291)  2025-10-30T19:51Z [--] followers, [--] engagements


"$BOOT "now we believe that our total addressable market has expanded from [--] B to [--] B ""  
[X Link](https://x.com/publicompanies/status/1983986033726517321)  2025-10-30T19:55Z [--] followers, [--] engagements


"$BOOT: "we repurchased [------] shares. we finish the quarter with [--] Milion in cash and [--] debt"  
[X Link](https://x.com/publicompanies/status/1983993419564511374)  2025-10-30T20:24Z [--] followers, [--] engagements


"$FND Our disciplined approach to expansion and capital allocation is validated by the performance of recent store classes. Despite persistent macroeconomic pressures and a prolonged downturn in the hard surface flooring industry our [----] through"  
[X Link](https://x.com/publicompanies/status/1984908401046856031)  2025-11-02T09:00Z [--] followers, [--] engagements


"2024 store classes have achieved comparable store sales growth even when accounting for cannibalization. This performance highlights the resilience of our business model and our ability to grow our market share in a declining market"  
[X Link](https://x.com/publicompanies/status/1984908435893424570)  2025-11-02T09:00Z [--] followers, [--] engagements


"@evfcfaddict The same. Specialy in the small cap"  
[X Link](https://x.com/publicompanies/status/1986370783715754470)  2025-11-06T09:51Z [--] followers, [---] engagements


"great execution TEXAS ROADHOUSE"  
[X Link](https://x.com/publicompanies/status/1986542858111951223)  2025-11-06T21:15Z [--] followers, [--] engagements


"$TXRH CFO: Despite macro enviroment "strong performance. with all [--] brands delivering same store Sales growth""  
[X Link](https://x.com/publicompanies/status/1986722626849702034)  2025-11-07T09:09Z [--] followers, [--] engagements


"CEO KASPI Q3-25 "We have now [--] banks connecting to it and we have Alipay which enables our consumers to transact with the QR code in the countries where Alipay is present"  
[X Link](https://x.com/publicompanies/status/1987906893734346856)  2025-11-10T15:35Z [--] followers, [--] engagements


"And we have also introduced the functionality when users of Alipay coming to Kazakhstan can also transact with the Kaspi QR." This at my home is international payment"  
[X Link](https://x.com/publicompanies/status/1987906987791626379)  2025-11-10T15:35Z [--] followers, [--] engagements


"KASPI CEO: "As we are going for the restaurants vertical we also have integrated the third-party restaurant delivery platform. It's Glovo. It's a subsidiary of Delivery Hero in Kazakhstan. It's a top [--] player in the country. So now we have integrated them in our super app.""  
[X Link](https://x.com/publicompanies/status/1987909284903235813)  2025-11-10T15:44Z [--] followers, [---] engagements


"The integration in the "superapp" Kaspi merit close attention. This remember me Tencent"  
[X Link](https://x.com/publicompanies/status/1987909623328989474)  2025-11-10T15:46Z [--] followers, [--] engagements


"@InvestorMexican About SFM It was predicable. i mean. [--] PE ratio. Im in SFM since [----] and i dont sell nothing"  
[X Link](https://x.com/publicompanies/status/1991031167680729469)  2025-11-19T06:29Z [--] followers, [--] engagements


"$SFM https://www.goldderby.com/tv/2025/gordon-smith-pluribus-interview-empty-sprouts-store/ https://www.goldderby.com/tv/2025/gordon-smith-pluribus-interview-empty-sprouts-store/"  
[X Link](https://x.com/publicompanies/status/1993036948488016262)  2025-11-24T19:20Z [--] followers, [--] engagements


"Seems the acquisition of AMBALA by Cake Box PLC is not so good for now. The PROFIT BEFORE INCOME TAX of AMBALA for the 26weeks ended 28sept2025 was a Loss of [-------] . #cakeboxplc #cakebox"  
[X Link](https://x.com/publicompanies/status/1994370369155891330)  2025-11-28T11:38Z [--] followers, [---] engagements


"After hearing Cake Box's earnings call honestly in the next few months it's better for Ambala to show profitability because it is not respectful of shareholders to say one thing and then another. @eggfreecakeuk"  
[X Link](https://x.com/publicompanies/status/1995543649971830841)  2025-12-01T17:20Z [--] followers, [--] engagements


""Perhaps the most succint definition of the NVIDIA Way is that is JENSEN'S Way or that is simply JENSEN Himself" Tae Kim"  
[X Link](https://x.com/publicompanies/status/2005274273129410639)  2025-12-28T13:46Z [--] followers, [--] engagements


"$MELI Has anyone calculated MELI's free cash flow with maintenance capex thks"  
[X Link](https://x.com/publicompanies/status/2007173179278798896)  2026-01-02T19:32Z [--] followers, [---] engagements


"$MELI Since 2017a pivotal year due to the launch of Envios and Pago (2016)Mercado Libre has maintained an incredibly strong debt position. In fact as of FY [----] the company has no debt that it couldn't repay immediately"  
[X Link](https://x.com/publicompanies/status/2007494513271754970)  2026-01-03T16:49Z [--] followers, [---] engagements


"MERCADO LIBRE $MELI This is part [--]. The evaluation of the business and its executives will follow shortly. https://open.substack.com/pub/marcosgr94/p/mercado-libre-melir=6he8zi&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/marcosgr94/p/mercado-libre-melir=6he8zi&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/publicompanies/status/2008596073825321044)  2026-01-06T17:46Z [--] followers, [--] engagements


"MERCADO LIBRE $MELI Overview of Business https://open.substack.com/pub/marcosgr94/p/mercado-libre-melir=6he8zi&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/marcosgr94/p/mercado-libre-melir=6he8zi&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/publicompanies/status/2009917621450281139)  2026-01-10T09:17Z [--] followers, [--] engagements


"$BOOT The western wear retailer reported a third-quarter comparable sales increase of 5.7% exceeding the consensus estimate of 4.4%. Boot Barns earnings per share reached"  
[X Link](https://x.com/anyuser/status/2011069292813385904)  2026-01-13T13:34Z [--] followers, [--] engagements


"$2.79 significantly above the consensus expectation of $2.58. This strong performance contributes to the companys impressive last twelve months EPS of $6.81 and revenue growth of 17.82%"  
[X Link](https://x.com/anyuser/status/2011069310597271625)  2026-01-13T13:34Z [--] followers, [--] engagements


"Mixing two different brands in a single store could spell the end of Cake Box PLC's growth. This is clearly a gamble and gambles can end badly. @eggfreecakeuk Were proud to announce our new store in Sutton Coldfield We had a day of laughter and celebration on the high street with free cake slices and sundae giveaways mithai tasting all day and a visit from the Grinch for kids at the grand opening. https://t.co/OBkHuCW72R #Ambala https://t.co/Fd38aRHQjq Were proud to announce our new store in Sutton Coldfield We had a day of laughter and celebration on the high street with free cake slices and"  
[X Link](https://x.com/anyuser/status/2013303607777529949)  2026-01-19T17:32Z [--] followers, [--] engagements


"Buffett has always emphasized in his letters how amortization should almost always be added back (like goodwill from acquisitions) to earnings. This accounting rule has been exploited by geniuses of capital allocation such as Mark Leonard"  
[X Link](https://x.com/anyuser/status/2013691460483268945)  2026-01-20T19:13Z [--] followers, [--] engagements


"About BUBBLE: The tulip bubble lasted nearly four years. Just imagine how long bubbles with a more 'concrete' narrative could lastlike AI without immediate returns or Bitcoin. They could easily last twice or even three times as long"  
[X Link](https://x.com/anyuser/status/2014778220755784114)  2026-01-23T19:12Z [--] followers, [--] engagements


""Real Estate mfs making $600 a month from their rentals and when a pipe breaks lose all their profit for [--] years" Yes its true"  
[X Link](https://x.com/anyuser/status/2015029449910067292)  2026-01-24T11:50Z [--] followers, [--] engagements


"Grocery savings available through new Sprouts Rewards system app https://share.google/Ycxdp4aZCZwHVQqBu https://share.google/Ycxdp4aZCZwHVQqBu"  
[X Link](https://x.com/publicompanies/status/1989663942978015253)  2025-11-15T11:57Z [--] followers, [--] engagements


"KINSALE Capital Group deserves valuation"  
[X Link](https://x.com/publicompanies/status/1956633671013658851)  2025-08-16T08:26Z [--] followers, [--] engagements


"$SVV FY 2025: For the U.S. net sales increased 12.9%. Excluding the benefit of the 53rd week net sales increased 10.8% and comparable store sales increased 6.6%"  
[X Link](https://x.com/publicompanies/status/2010768170781376858)  2026-01-12T17:37Z [--] followers, [--] engagements


"@F_Compounders He was one of Buffett's early "lieutenants." In [----] he moved to Berkshire Hathaway where he served as Vice President until his retirement in the early 1990s"  
[X Link](https://x.com/publicompanies/status/2015500847480807593)  2026-01-25T19:03Z [--] followers, [---] engagements


"annual results"  
[X Link](https://x.com/anyuser/status/2008232510665240625)  2026-01-05T17:41Z [--] followers, [---] engagements


""The investment business is full of people who got famous for being right once in a row." - Howard Marks"  
[X Link](https://x.com/anyuser/status/2015015802261357017)  2026-01-24T10:56Z 485.2K followers, 70K engagements


""Real Estate mfs making $600 a month from their rentals and when a pipe breaks lose all their profit for [--] years" Yes its true"  
[X Link](https://x.com/anyuser/status/2015029449910067292)  2026-01-24T11:50Z [--] followers, [--] engagements


"About BUBBLE: The tulip bubble lasted nearly four years. Just imagine how long bubbles with a more 'concrete' narrative could lastlike AI without immediate returns or Bitcoin. They could easily last twice or even three times as long"  
[X Link](https://x.com/anyuser/status/2014778220755784114)  2026-01-23T19:12Z [--] followers, [--] engagements


"Buffett has always emphasized in his letters how amortization should almost always be added back (like goodwill from acquisitions) to earnings. This accounting rule has been exploited by geniuses of capital allocation such as Mark Leonard"  
[X Link](https://x.com/anyuser/status/2013691460483268945)  2026-01-20T19:13Z [--] followers, [--] engagements


"Mixing two different brands in a single store could spell the end of Cake Box PLC's growth. This is clearly a gamble and gambles can end badly. @eggfreecakeuk Were proud to announce our new store in Sutton Coldfield We had a day of laughter and celebration on the high street with free cake slices and sundae giveaways mithai tasting all day and a visit from the Grinch for kids at the grand opening. https://t.co/OBkHuCW72R #Ambala https://t.co/Fd38aRHQjq Were proud to announce our new store in Sutton Coldfield We had a day of laughter and celebration on the high street with free cake slices and"  
[X Link](https://x.com/anyuser/status/2013303607777529949)  2026-01-19T17:32Z [--] followers, [--] engagements


"Were proud to announce our new store in Sutton Coldfield We had a day of laughter and celebration on the high street with free cake slices and sundae giveaways mithai tasting all day and a visit from the Grinch for kids at the grand opening. #Ambala https://tinyurl.com/ambala2701 https://tinyurl.com/ambala2701"  
[X Link](https://x.com/anyuser/status/2013196711871623438)  2026-01-19T10:27Z [--] followers, [---] engagements


"@TamburiTIP Pi matricole verso la Borsa Partenza tech c' @bendingspoons via @Corriere https://www.tipspa.it/uploads/491ef765d7954968af966242b1849cc4.pdf https://www.tipspa.it/uploads/491ef765d7954968af966242b1849cc4.pdf"  
[X Link](https://x.com/anyuser/status/2013203662819008929)  2026-01-19T10:55Z [----] followers, [---] engagements


"Fact: - The S&P [---] has a P/E ratio of [----]. Over the last [--] years it has only reached these valuations in [----] [----] and [----]. - The S&P [---] has a Shiller P/E ratio of [----]. In the last [--] years it has only reached these valuations in 2000"  
[X Link](https://x.com/anyuser/status/2012827720560894095)  2026-01-18T10:01Z [--] followers, [--] engagements


"Regarding Tamburi Investment partners and Alpitour: @TamburiTIP https://substack.com/profile/392015358-marco-cap-allocation/note/c-200579046r=6he8zi https://substack.com/profile/392015358-marco-cap-allocation/note/c-200579046r=6he8zi"  
[X Link](https://x.com/anyuser/status/2012112286140530706)  2026-01-16T10:38Z [--] followers, [--] engagements


"President Xi Jinping has issued a clear warning to Chinese cadres: No one should harbour any illusions about escaping punishment. The anti-corruption campaign will not ease. His message is firm: those who serve as officials must not seek personal wealth and those who seek wealth should not be officialsto curb rent-seeking restrain undue capital influence and ensure governance serves the public interest. https://twitter.com/i/web/status/2011448345437626502 https://twitter.com/i/web/status/2011448345437626502"  
[X Link](https://x.com/anyuser/status/2011448345437626502)  2026-01-14T14:40Z 146.5K followers, 263K engagements


"optimistic but definitely worth paying attention to. [----] will be massive for $SVV now my largest position. Assuming 5% US and 0% Canada comp EPS should increase 75% (11x [----] EPS) https://t.co/B713KrQU8t [----] will be massive for $SVV now my largest position. Assuming 5% US and 0% Canada comp EPS should increase 75% (11x [----] EPS) https://t.co/B713KrQU8t"  
[X Link](https://x.com/anyuser/status/2011514850481225832)  2026-01-14T19:04Z [--] followers, [--] engagements


"2026 will be massive for $SVV now my largest position. Assuming 5% US and 0% Canada comp EPS should increase 75% (11x [----] EPS) Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature https://t.co/UoYyfP9L1Z Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature https://t.co/UoYyfP9L1Z"  
[X Link](https://x.com/anyuser/status/2011491385233273175)  2026-01-14T17:31Z [----] followers, [----] engagements


"Lose money for the firm and I will be understanding. Lose a shred of reputation for the firm and I will be ruthless. W. E. Buffett"  
[X Link](https://x.com/anyuser/status/2011335623718944780)  2026-01-14T07:12Z [--] followers, [--] engagements


"Cina il surplus commerciale del [----] vola a [-----] miliardi dollari export +55% - Il Sole [--] ORE @sole24ore https://www.ilsole24ore.com/art/cina-surplus-commerciale-2025-vola-1189-miliardi-dollari-export-55percento-AIUZbYr https://www.ilsole24ore.com/art/cina-surplus-commerciale-2025-vola-1189-miliardi-dollari-export-55percento-AIUZbYr"  
[X Link](https://x.com/anyuser/status/2011333983184056579)  2026-01-14T07:06Z [--] followers, [--] engagements


"$BOOT The western wear retailer reported a third-quarter comparable sales increase of 5.7% exceeding the consensus estimate of 4.4%. Boot Barns earnings per share reached"  
[X Link](https://x.com/anyuser/status/2011069292813385904)  2026-01-13T13:34Z [--] followers, [--] engagements


"$2.79 significantly above the consensus expectation of $2.58. This strong performance contributes to the companys impressive last twelve months EPS of $6.81 and revenue growth of 17.82%"  
[X Link](https://x.com/anyuser/status/2011069310597271625)  2026-01-13T13:34Z [--] followers, [--] engagements


"RT @AstutexAi: Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBIT"  
[X Link](https://x.com/anyuser/status/2011049545057358215)  2026-01-13T12:15Z [--] followers, [--] engagements


"Off-price comps from ICR pre-announcements: $FIVE +14.5% $CTRN +9.3% $SVV US comp +8.8%. Also Mark Walsh comments on EBITDA growth inflection as the 2024-25 store cohorts mature 'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG https://t.co/35E0njiVv3 'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG"  
[X Link](https://x.com/anyuser/status/2010992842731131123)  2026-01-13T08:30Z [----] followers, [----] engagements


"'Bifurcation' is the word of year in retail - flashing red in luxury $TPR $KER.FP $SFER $MC.FP $BRBY $RL and bullish for structural winners in off-price $TJX $FIVE $OLLI $ROST $BURL $SVV $DLTR $DG"  
[X Link](https://x.com/anyuser/status/2010639507687907728)  2026-01-12T09:06Z [----] followers, [----] engagements


"Apple conferma Google Gemini per migliorare Siri via @CeoTech https://www.ceotech.it/apple-conferma-google-gemini-per-migliorare-siri/ https://www.ceotech.it/apple-conferma-google-gemini-per-migliorare-siri/"  
[X Link](https://x.com/anyuser/status/2010788415118434536)  2026-01-12T18:58Z [--] followers, [--] engagements


"If $SVV can prove that its model can increase profitability as it scales it could be one of the most undervalued stocks seen in the US right now. It's difficult to predict at this point but when"  
[X Link](https://x.com/anyuser/status/2010769919202238544)  2026-01-12T17:44Z [--] followers, [--] engagements


"I started covering it at $9 it's hard to say it's not a bargain. I mean look at the cash flow. I think it will take at least two years from now to have some predictability"  
[X Link](https://x.com/anyuser/status/2010770084025802851)  2026-01-12T17:45Z [--] followers, [--] engagements


"$svv Capital Allocation: Consistent with its capital allocation strategy during the fourth quarter the Company repaid $20 million of principal under its [----] term loan facility and repurchased approximately [---] million shares of its common stock at a weighted average price of"  
[X Link](https://x.com/anyuser/status/2010768731706667185)  2026-01-12T17:39Z [--] followers, [--] engagements


"$8.75 excluding commissions pursuant to its share repurchase programs. As of the end of the fourth quarter the Company had approximately $41.7 million remaining under its share repurchase program"  
[X Link](https://x.com/anyuser/status/2010768751331815836)  2026-01-12T17:40Z [--] followers, [--] engagements

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