# ![@stockjock84 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::266121474.png) @stockjock84 Global Value Hunter

Global Value Hunter posts on X about $sbac, $tmus, googl, $ipgp the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::266121474/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266121474/c:line/m:interactions.svg)

- [--] Week [-----] +284%
- [--] Month [-----] +1,293%
- [--] Months [------] +59%
- [--] Year [-------] +3.90%

### Mentions: [--] [#](/creator/twitter::266121474/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266121474/c:line/m:posts_active.svg)

- [--] Months [---] +26%
- [--] Year [---] -17%

### Followers: [-----] [#](/creator/twitter::266121474/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266121474/c:line/m:followers.svg)

- [--] Week [-----] -0.07%
- [--] Month [-----] +0.07%
- [--] Months [-----] +0.56%
- [--] Year [-----] +1.80%

### CreatorRank: [-------] [#](/creator/twitter::266121474/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::266121474/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  82.2% [cryptocurrencies](/list/cryptocurrencies)  10.17% [finance](/list/finance)  6.78% [technology brands](/list/technology-brands)  6.78% [currencies](/list/currencies)  0.85%

**Social topic influence**
[$sbac](/topic/$sbac) 5.08%, [$tmus](/topic/$tmus) 3.39%, [googl](/topic/googl) 2.54%, [$ipgp](/topic/$ipgp) 2.54%, [$emn](/topic/$emn) 2.54%, [$mon](/topic/$mon) 2.54%, [in the](/topic/in-the) 1.69%, [$flut](/topic/$flut) #5, [biz](/topic/biz) #1057, [$hlt](/topic/$hlt) 1.69%

**Top accounts mentioned or mentioned by**
[@counterwisp](/creator/undefined) [@cundillcapital](/creator/undefined) [@bcg](/creator/undefined) [@citi](/creator/undefined) [@johnlegere](/creator/undefined) [@dutchbook](/creator/undefined) [@googlepay](/creator/undefined)

**Top assets mentioned**
[SBA Communications Corporation (SBAC)](/topic/$sbac) [T-Mobile (TMUS)](/topic/$tmus) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [Eastman Chemical Company (EMN)](/topic/$emn) [MON Protocol (MON)](/topic/$mon) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Crown Castle Inc (CCI)](/topic/$cci) [AT&T Inc. (T)](/topic/$t) [Coca-Cola Co (KO)](/topic/$ko) [Campbell Soup Company (CPB)](/topic/$cpb) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CNH INDUSTRIAL N.V. (CNHI)](/topic/$cnhi) [Flowserve Corporation (FLS)](/topic/$fls) [ITT Inc. (ITT)](/topic/$itt) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Carrier Global Corp (CARR)](/topic/$carr) [Watsco, Inc. (WSO)](/topic/$wso) [Lennox International, Inc. (LII)](/topic/$lii) [Novo-Nordisk (NVO)](/topic/$nvo) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Electroneum (ETN)](/topic/$etn) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [United Rentals, Inc. (URI)](/topic/$uri) [InterContinental Hotels Group Plc (IHG)](/topic/$ihg) [Verizon Communications Inc. (VZ)](/topic/verizon) [Coherent Inc (COHR)](/topic/$cohr) [MKS Instruments Inc (MKSI)](/topic/$mksi) [Dycom Industries, Inc. (DY)](/topic/$dy) [MasTec, Inc. (MTZ)](/topic/$mtz) [Corning Incorporated (GLW)](/topic/$glw) [PVH Corp (PVH)](/topic/$pvh) [DisChain (DIS)](/topic/$dis) [Conagra Brands Inc (CAG)](/topic/$cag) [J M Smucker Co (SJM)](/topic/$sjm) [General Mills, Inc. (GIS)](/topic/$gis) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Hershey Co (HSY)](/topic/$hsy) [Kraft Heinz Co (KHC)](/topic/$khc) [Schlumberger NV (SLB)](/topic/$slb) [Oceaneering International Inc. (OII)](/topic/$oii) [Heima (HEI)](/topic/$hei) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Fortune Brands Home & Security Inc (FBHS)](/topic/$fbhs) [Flowers Foods, Inc. (FLO)](/topic/$flo) [Hippo Protocol (HP)](/topic/$hp) [Patterson-UTI Energy Inc (PTEN)](/topic/$pten) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Broadcom, Inc. (AVGO)](/topic/$avgo) [NXP Semiconductors NV (NXPI)](/topic/$nxpi) [Liberty Global, plc. Class C (LBTYK)](/topic/$lbtyk) [Equinix Inc (EQIX)](/topic/$eqix) [Lam Research Corporation (LRCX)](/topic/$lrcx) [Mastercard, Inc. (MA)](/topic/$ma) [American Express Company (AXP)](/topic/$axp) [Peercoin (PPC)](/topic/$ppc) [Tyson Foods, Inc. (TSN)](/topic/$tsn) [F5 Inc (FFIV)](/topic/$ffiv) [Under Armour Inc Class C (UA)](/topic/$ua) [Celanese Corporation (CE)](/topic/$ce) [Wynn Resorts, Limited (WYNN)](/topic/$wynn) [COTY INC (COTY)](/topic/$coty) [Toll Brothers, Inc. (TOL)](/topic/$tol) [Lennar Corporation (LEN)](/topic/$len) [KB Home (KBH)](/topic/$kbh) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [Mosaic Co (MOS)](/topic/$mos) [Cognex, Corp. (CGNX)](/topic/$cgnx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"There were two recent Business Breakdowns in #HVAC -- i think it was $CARR and $WSO. Getting resi names pricing in the [----] inventory build hangover. Daikin was only one that didn't participate $LII"  
[X Link](https://x.com/stockjock84/status/1971657141628162135)  2025-09-26T19:24Z [----] followers, [----] engagements


"Epiroc responds to the Sandvik order #'s http://EPIB.SS http://EPIB.SS"  
[X Link](https://x.com/anyuser/status/1980345064238067810)  2025-10-20T18:47Z [----] followers, [---] engagements


"Round numbers amaze me. $NVO hit 1k in locals. will be closer to [---] tomorrow. 70% drawdown. and peak earnings probably in the rear view. $NOVOB.DC $NVO https://t.co/MLhZefMnP2 $NOVOB.DC $NVO https://t.co/MLhZefMnP2"  
[X Link](https://x.com/stockjock84/status/2018738881689264136)  2026-02-03T17:30Z [----] followers, [----] engagements


"Ok. Free food to make "predictions". sounds like a casino but less fun "Many of those at the event had never heard of Kalshi before." https://t.co/PbEtM8tXQw "Many of those at the event had never heard of Kalshi before." https://t.co/PbEtM8tXQw"  
[X Link](https://x.com/stockjock84/status/2018819543108583903)  2026-02-03T22:51Z [----] followers, [---] engagements


"What's the bull case $FLUT"  
[X Link](https://x.com/stockjock84/status/2018819827662823485)  2026-02-03T22:52Z [----] followers, [----] engagements


"GOOGL debt sale 7x oversubscribed. what do we think about that So the AMZN debt sale was 6x subscribed. what do we think about that So the AMZN debt sale was 6x subscribed. what do we think about that"  
[X Link](https://x.com/stockjock84/status/2020908346388214217)  2026-02-09T17:11Z [----] followers, [----] engagements


"Vertiv $VRT made new highs for the first time in awhile"  
[X Link](https://x.com/stockjock84/status/2020997714008281546)  2026-02-09T23:06Z [----] followers, [---] engagements


"waiting on electricals -- $ABB already went. $ETN $SU.FP $LR.FP"  
[X Link](https://x.com/stockjock84/status/2020998102694465830)  2026-02-09T23:07Z [----] followers, [---] engagements


"http://HEI.GY http://HEI.GY"  
[X Link](https://x.com/stockjock84/status/2022321658409705902)  2026-02-13T14:47Z [----] followers, [---] engagements


"So based upon what $DKNG said there is material downside to (20%) [----] numbers for both them and $FLUT. Appears like these biz models are actually getting disrupted"  
[X Link](https://x.com/stockjock84/status/2022323643917758713)  2026-02-13T14:55Z [----] followers, [----] engagements


"$KRE bouncing off ST support"  
[X Link](https://x.com/stockjock84/status/2022359272794001641)  2026-02-13T17:16Z [----] followers, [---] engagements


"and prior ATH. is that bullish"  
[X Link](https://x.com/stockjock84/status/2022359343665205437)  2026-02-13T17:16Z [----] followers, [---] engagements


"$URI -- decision time"  
[X Link](https://x.com/stockjock84/status/1993091270642741590)  2025-11-24T22:56Z [----] followers, [----] engagements


"@CundillCapital revisions are brutally negative. why if i look at est CF looks like true FCF is 1.25BN in F26 is that right do they have other cash obligations next couple of years outside of CAPEX and the 250-300mm of SBC"  
[X Link](https://x.com/stockjock84/status/2018824552051249480)  2026-02-03T23:10Z [----] followers, [---] engagements


"GEV accelerating out already doing as such. http://ENR.GY http://ENR.GY"  
[X Link](https://x.com/stockjock84/status/2020997813136506918)  2026-02-09T23:06Z [----] followers, [---] engagements


"@counterwisp I have had the view they are being disrupted. I am open minded to learning how they are not"  
[X Link](https://x.com/stockjock84/status/2022360893267308850)  2026-02-13T17:23Z [----] followers, [--] engagements


"@counterwisp top line trends are slowing a lot + it appears like it is getting more costly. isn't that the definition of biz model getting disrupted by my rough math it looks like [--] year revisions to EBITDA are nearly 40% for calendar 26"  
[X Link](https://x.com/stockjock84/status/2022364280209748432)  2026-02-13T17:36Z [----] followers, [--] engagements


"#Lodging $HLT $MAR $IHG $WYN $H"  
[X Link](https://x.com/stockjock84/status/928768939005566978)  2017-11-09T23:39Z [----] followers, [--] engagements


"#Robotics from @BCG -- [----] forecasts.which are proving too conservative"  
[X Link](https://x.com/stockjock84/status/929438076832768000)  2017-11-11T19:58Z [----] followers, [--] engagements


"$SBAC $AMT $CCI $T $VZ $S $TMUS Verizon AT&T announce plans to build and share hundreds of new cell towers http://www.fiercewireless.com/wireless/verizon-at-t-announce-plans-to-build-and-share-hundreds-new-cell-towers http://www.fiercewireless.com/wireless/verizon-at-t-announce-plans-to-build-and-share-hundreds-new-cell-towers"  
[X Link](https://x.com/stockjock84/status/930102745629065216)  2017-11-13T15:59Z [----] followers, [--] engagements


"One last run of top down sector dynamics. #sensors #vision #3d $CGNX $6861"  
[X Link](https://x.com/stockjock84/status/930197611469996044)  2017-11-13T22:16Z [----] followers, [--] engagements


"#lasters $COHR $IPGP $MKSI"  
[X Link](https://x.com/stockjock84/status/930201515691831297)  2017-11-13T22:31Z [----] followers, [--] engagements


"$CGNX Not a cheap stock. But positioning within robotics value chain is among the best. #machinevision 2/3 of sales. Patent protected huge FCF generator w/ sustainable high ROICs"  
[X Link](https://x.com/stockjock84/status/930914069552533505)  2017-11-15T21:43Z [----] followers, [--] engagements


"With all the focus on #malonecomplex let's take a look at what $KO is saying in #ATL"  
[X Link](https://x.com/stockjock84/status/931235143364366336)  2017-11-16T18:58Z [----] followers, [--] engagements


"#fiberize $DY $MTZ $COMM $GLW https://x.com/EventDrivenMgr/status/935948385357651970 https://x.com/EventDrivenMgr/status/935948385357651970"  
[X Link](https://x.com/stockjock84/status/935951498697207808)  2017-11-29T19:20Z [----] followers, [--] engagements


"#fiberize from $VZ #5G"  
[X Link](https://x.com/stockjock84/status/935994007683059713)  2017-11-29T22:08Z [----] followers, [--] engagements


"$CZR slides for HLV (1.1bn sale lease back + purchase of [--] acres on strip to build convention center) and Centaur transactions (purch of 1.7BN gaming assets in indy) #FCF"  
[X Link](https://x.com/stockjock84/status/936593356318236672)  2017-12-01T13:50Z [----] followers, [--] engagements


"$PVH on retail inventory control and discounting"  
[X Link](https://x.com/stockjock84/status/936992316442775553)  2017-12-02T16:15Z [----] followers, [--] engagements


"#memory cyclical or this time is different #CAPEX $MU $WDC $STX #DRAM #NAND"  
[X Link](https://x.com/stockjock84/status/937359196084998145)  2017-12-03T16:33Z [----] followers, [--] engagements


"$MSFT commentary on $AMD #EPYC"  
[X Link](https://x.com/stockjock84/status/938550112065908736)  2017-12-06T23:25Z [----] followers, [--] engagements


"$EMN continues to improve earnings quality"  
[X Link](https://x.com/stockjock84/status/939219968914284547)  2017-12-08T19:47Z [----] followers, [--] engagements


"$FOXA $DIS. $125 Taking into account launch costs Deteriorating economics Why [----] Looks Like a Make-or-Break Year for TV http://www.barrons.com/articles/why-2018-looks-like-a-make-or-break-year-for-tv-1512790945 http://www.barrons.com/articles/why-2018-looks-like-a-make-or-break-year-for-tv-1512790945"  
[X Link](https://x.com/stockjock84/status/939492309728681984)  2017-12-09T13:49Z [----] followers, [--] engagements


"#chickencycle $SAFM $PPC $TSN"  
[X Link](https://x.com/stockjock84/status/939525112860160000)  2017-12-09T16:00Z [----] followers, [--] engagements


"Food stocks from bern. What is right multiple $MDLZ $HSY w/ upside to FV. $KHC $CPB $K $GIS $SJM $CAG w/ downside"  
[X Link](https://x.com/stockjock84/status/939530474195750912)  2017-12-09T16:21Z [----] followers, [--] engagements


"#ecommerce #socialmedia $AMZN $FB $TWTR $SNAP"  
[X Link](https://x.com/stockjock84/status/940641578275758080)  2017-12-12T17:56Z [----] followers, [--] engagements


"Towers in [----] from JPM: FirstNet Sprint CAPEX TMUS [---]. $AMT $CCI $SBAC"  
[X Link](https://x.com/stockjock84/status/940934452791922690)  2017-12-13T13:20Z [----] followers, [--] engagements


"$PYPL #Venmo Just waiting for Pay with Venmo and the impacts to earnings model in 2020+"  
[X Link](https://x.com/stockjock84/status/941377209096458240)  2017-12-14T18:39Z [----] followers, [--] engagements


"$EMN 144mm shares @ $91 $13.4BN eq cap 20BN TEV. EBITDA of 2.15BN in [--] (from 2.3BN in '15) going to 2.3BN in [--]. FCF about to accelerate out. Rev growth has accelerated seq thru the year"  
[X Link](https://x.com/stockjock84/status/941409599705550848)  2017-12-14T20:48Z [----] followers, [--] engagements


"RF names doing their usual thing after big iPhone launch.here is a positive take. #contentgrowth $QRVO $SWKS $KN"  
[X Link](https://x.com/stockjock84/status/941658535196266496)  2017-12-15T13:17Z [----] followers, [--] engagements


"Ag Equipment $DE $CNHI $AGCO"  
[X Link](https://x.com/stockjock84/status/941761668127903744)  2017-12-15T20:07Z [----] followers, [--] engagements


"Tax bill impact on gaming and lodging. Look @ cash impact for $MGM"  
[X Link](https://x.com/stockjock84/status/942034459255296005)  2017-12-16T14:11Z [----] followers, [--] engagements


"$TEL analyst day slides. 352mm shares @ $96. $34BN equity cap $37BN TEV. EBITDA of 3.05BN in F18 (vs 2.84BN) going to 3.2BN in 19"  
[X Link](https://x.com/stockjock84/status/942037574075510784)  2017-12-16T14:23Z [----] followers, [--] engagements


"$MCD #FastFood"  
[X Link](https://x.com/stockjock84/status/943152778939109377)  2017-12-19T16:15Z [----] followers, [--] engagements


"German and US retail sales are clicking at nearly 6% nominal"  
[X Link](https://x.com/stockjock84/status/949644383430807552)  2018-01-06T14:10Z [----] followers, [--] engagements


"#energy focus on services. $OIH $SLB $OII #Borrdrilling $FLS $ITT"  
[X Link](https://x.com/stockjock84/status/949647163197460480)  2018-01-06T14:21Z [----] followers, [--] engagements


"get long $OIH and oil focused industrials $FLS $ITT https://x.com/Ralph_Acampora/status/950778737787850752 Light Crude is breaking above its resistance at [-----] today This unleashes my longer-term upside target to the low to mid 70s. https://x.com/Ralph_Acampora/status/950778737787850752 Light Crude is breaking above its resistance at [-----] today This unleashes my longer-term upside target to the low to mid 70s"  
[X Link](https://x.com/stockjock84/status/950778879186296834)  2018-01-09T17:18Z [----] followers, [--] engagements


"$SBAC trying to temper expectations on #FirstNet and $S @Citi TMT West Conf"  
[X Link](https://x.com/stockjock84/status/951586991581335553)  2018-01-11T22:49Z [----] followers, [--] engagements


"$KO upgrade this AM. https://x.com/stockjock84/status/910850577206259713 Consumer staples look terrible across board. Not saying anything new but charts look terrible. $KO looks strong on biz transformation https://x.com/stockjock84/status/910850577206259713 Consumer staples look terrible across board. Not saying anything new but charts look terrible. $KO looks strong on biz transformation"  
[X Link](https://x.com/stockjock84/status/951823957971349505)  2018-01-12T14:31Z [----] followers, [--] engagements


"$HEI construction / aggregates"  
[X Link](https://x.com/stockjock84/status/951866200287571968)  2018-01-12T17:19Z [----] followers, [--] engagements


"$COMM $CNK $ORLY Oscar Schafer: Loading Up on Auto Parts Off to the Movies https://www.barrons.com/articles/oscar-schafer-loading-up-on-auto-parts-off-to-the-movies-1516421304 https://www.barrons.com/articles/oscar-schafer-loading-up-on-auto-parts-off-to-the-movies-1516421304"  
[X Link](https://x.com/stockjock84/status/954735205683785729)  2018-01-20T15:19Z [----] followers, [--] engagements


"NA truck market running at peak. $PCAR $CNHI $NAV. PCAR margins don't follow thru (down q/q)"  
[X Link](https://x.com/stockjock84/status/958346872413863936)  2018-01-30T14:31Z [----] followers, [--] engagements


"$AAPL exiting the quarter with bloated iPhone channel inventory. $SWKS $AVGO $QRVO"  
[X Link](https://x.com/stockjock84/status/959795501494349826)  2018-02-03T14:27Z [----] followers, [--] engagements


"$FBHS solid macro fundamentals for housing. #LABOR constraints were cited many times throughout the call. Particularly for cabinetry biz"  
[X Link](https://x.com/stockjock84/status/959829704692944896)  2018-02-03T16:43Z [----] followers, [--] engagements


"$PYPL Starting to focus on the expense base. When will PYPL really start to leverage their SG&A. Seems like we are getting close"  
[X Link](https://x.com/stockjock84/status/960585642135687170)  2018-02-05T18:47Z [----] followers, [--] engagements


"#bakery #bimbo $FLO $ARYN.VX $CPB"  
[X Link](https://x.com/stockjock84/status/960599624536002560)  2018-02-05T19:42Z [----] followers, [--] engagements


"$EMR with a nice guide up"  
[X Link](https://x.com/stockjock84/status/960871266889723905)  2018-02-06T13:42Z [----] followers, [--] engagements


"$NOV on land rig new builds $HP $PTEN $NBR"  
[X Link](https://x.com/stockjock84/status/960962627613745158)  2018-02-06T19:45Z [----] followers, [--] engagements


"$MTCH #superlike"  
[X Link](https://x.com/stockjock84/status/960989907085922304)  2018-02-06T21:33Z [----] followers, [--] engagements


"#CAPEX for hyperscale #datacenter and Telcos. $T $VZ $TMUS $S"  
[X Link](https://x.com/stockjock84/status/961258379149807617)  2018-02-07T15:20Z [----] followers, [--] engagements


"Agco $AGCO $5.3BN eq cap $6.7BN TEV. $770mm of EBITDA in '18 and $850mm in '19"  
[X Link](https://x.com/stockjock84/status/961290832094646274)  2018-02-07T17:29Z [----] followers, [--] engagements


"Snippets from $AGCO call"  
[X Link](https://x.com/stockjock84/status/961300091318489088)  2018-02-07T18:06Z [----] followers, [--] engagements


"Still waiting on $NXPI"  
[X Link](https://x.com/stockjock84/status/961357782845927424)  2018-02-07T21:55Z [----] followers, [--] engagements


"$NXPI crushes expectations. Very asymmetric long here. $QCOM $AVGO. Revenues of $2.456BN vs cons of $2340 & EPS of $1.96 vs cons of [----]. [----] EPS is well north of $9/share"  
[X Link](https://x.com/stockjock84/status/961587267918843904)  2018-02-08T13:07Z [----] followers, [--] engagements


"$NXPI is a buy. Right here right now"  
[X Link](https://x.com/stockjock84/status/961641569064488960)  2018-02-08T16:43Z [----] followers, [--] engagements


"$TMUS CEO @JohnLegere doing what he does. #Cable #MVNO"  
[X Link](https://x.com/stockjock84/status/961659107534139393)  2018-02-08T17:52Z [----] followers, [--] engagements


"Poking fun of $CHTR and their #6G. $TMUS"  
[X Link](https://x.com/stockjock84/status/961659471872348160)  2018-02-08T17:54Z [----] followers, [--] engagements


"#datacenter $COR pricing trends weakening"  
[X Link](https://x.com/stockjock84/status/961672821549170688)  2018-02-08T18:47Z [----] followers, [--] engagements


"$MSFT #Azure vs #AWS Azure has been taking a larger share of the cloud market place"  
[X Link](https://x.com/stockjock84/status/962444956110610434)  2018-02-10T21:55Z [----] followers, [--] engagements


"$ULTI CFO at #GSTech2018 sounds pretty good"  
[X Link](https://x.com/stockjock84/status/963474119902859265)  2018-02-13T18:05Z [----] followers, [--] engagements


"$SWKS now up at #GSTech2018"  
[X Link](https://x.com/stockjock84/status/963533537227018242)  2018-02-13T22:01Z [----] followers, [--] engagements


"Will be focusing on $LBTYK and $EQIX while on train to Boston. Also need to reread conference calls from past few days $CSCO $HLT $WYN $AMAT"  
[X Link](https://x.com/stockjock84/status/964158392146292738)  2018-02-15T15:24Z [----] followers, [--] engagements


"$BA Boeing Is Killing It by Squeezing Its Suppliers https://www.bloomberg.com/news/features/2018-02-14/boeing-is-killing-it-by-squeezing-its-suppliers https://www.bloomberg.com/news/features/2018-02-14/boeing-is-killing-it-by-squeezing-its-suppliers"  
[X Link](https://x.com/stockjock84/status/964862580333383680)  2018-02-17T14:02Z [----] followers, [--] engagements


"Horseman's view on semis $SOX $AMAT $LRCX. Ht @Dutch_Book https://www.horsemancapital.com/marketviews/russell-clark/2018/02/semi-bad https://www.horsemancapital.com/marketviews/russell-clark/2018/02/semi-bad"  
[X Link](https://x.com/stockjock84/status/964885609272799233)  2018-02-17T15:33Z [----] followers, [--] engagements


"$NXPI time to book profits. Looks like major holders on board #riskarb https://x.com/stockjock84/status/961641569064488960 $NXPI is a buy. Right here right now https://x.com/stockjock84/status/961641569064488960 $NXPI is a buy. Right here right now"  
[X Link](https://x.com/stockjock84/status/965957708938645512)  2018-02-20T14:33Z [----] followers, [--] engagements


"$GOOGL $PYPL $V $MA $AXP Say hello to a better way to pay by Google @GooglePay https://www.blog.google/topics/shopping-payments/say-hello-to-google-pay/ https://www.blog.google/topics/shopping-payments/say-hello-to-google-pay/"  
[X Link](https://x.com/stockjock84/status/966306336219820034)  2018-02-21T13:39Z [----] followers, [--] engagements


"Las Vegas strip EBITDA is materially undervalued. $MGM $CZR"  
[X Link](https://x.com/stockjock84/status/966314537396899840)  2018-02-21T14:11Z [----] followers, [--] engagements


"$SAFM reports tomorrow. I have no view here. Pricing is worth noting. $PPC $TSN -- look at my feed for earlier opinion"  
[X Link](https://x.com/stockjock84/status/966407217674178560)  2018-02-21T20:20Z [----] followers, [--] engagements


"$SBAC CEO Stoops"  
[X Link](https://x.com/stockjock84/status/968498460491177984)  2018-02-27T14:50Z [----] followers, [--] engagements


"It is amazing to me that tower companies still need to explain to investors have revenues build in their business model $SBAC"  
[X Link](https://x.com/stockjock84/status/968499576171909120)  2018-02-27T14:54Z [----] followers, [--] engagements


"Does anyone have a strong view on $FFIV"  
[X Link](https://x.com/stockjock84/status/969645531487199233)  2018-03-02T18:48Z [----] followers, [--] engagements


"Would love people's perspective on $NWL. Company is under tremendous pressure here. Would be very surprised to see current management retain control"  
[X Link](https://x.com/stockjock84/status/970716184642510848)  2018-03-05T17:42Z [----] followers, [--] engagements


"For people close to $NLSN what happens here When does the company become too cheap to ignore What strategic moves can be made How do they participate in the industry going forward as things become more digital and other companies have access to data"  
[X Link](https://x.com/stockjock84/status/971109572558688257)  2018-03-06T19:45Z [----] followers, [--] engagements


"$NWL https://x.com/charles_norton1/status/971757188770402304 Another one bites the dust. fifth $NWL director resignation now just a few months before annual meeting. KEVIN CONROY IS SAID TO RESIGN FROM BOARD OF NEWELL BRANDS https://x.com/charles_norton1/status/971757188770402304 Another one bites the dust. fifth $NWL director resignation now just a few months before annual meeting. KEVIN CONROY IS SAID TO RESIGN FROM BOARD OF NEWELL BRANDS"  
[X Link](https://x.com/stockjock84/status/971760906236563456)  2018-03-08T14:53Z [----] followers, [--] engagements


"$SNAP $UA http://www.adweek.com/digital/how-under-armour-makes-its-snapchat-ads-in-5-seconds-or-less/ http://www.adweek.com/digital/how-under-armour-makes-its-snapchat-ads-in-5-seconds-or-less/"  
[X Link](https://x.com/stockjock84/status/971800534695817217)  2018-03-08T17:31Z [----] followers, [--] engagements


"$EMN with a solid bid underneath https://x.com/stockjock84/status/941409599705550848 $EMN 144mm shares @ $91 $13.4BN eq cap 20BN TEV. EBITDA of 2.15BN in [--] (from 2.3BN in '15) going to 2.3BN in [--]. FCF about to accelerate out. Rev growth has accelerated seq thru the year. https://t.co/DyED6vYjHc https://x.com/stockjock84/status/941409599705550848 $EMN 144mm shares @ $91 $13.4BN eq cap 20BN TEV. EBITDA of 2.15BN in [--] (from 2.3BN in '15) going to 2.3BN in [--]. FCF about to accelerate out. Rev growth has accelerated seq thru the year. https://t.co/DyED6vYjHc"  
[X Link](https://x.com/stockjock84/status/972132437974245378)  2018-03-09T15:30Z [----] followers, [--] engagements


"Missed this early in the week. $CE Celanese backs out of the JV w/ $BX for acetate tow biz. http://investors.celanese.com/file/IndexKeyFile=392657606 http://investors.celanese.com/file/IndexKeyFile=392657606"  
[X Link](https://x.com/stockjock84/status/977593026896949249)  2018-03-24T17:08Z [----] followers, [--] engagements


"$BAYN.GR $MON PF Bayer will be the largest ag player in the world"  
[X Link](https://x.com/stockjock84/status/977987405612544001)  2018-03-25T19:15Z [----] followers, [--] engagements


"#ag $BAYN.GR $MON Here are some historical figures on the seed market Monsanto generates 3/4 of its EBITDA from seeds while Bayer was historically more levered to chemicals"  
[X Link](https://x.com/stockjock84/status/977988647105581056)  2018-03-25T19:20Z [----] followers, [--] engagements


"$MON $BAYN.GR Monsanto's seeds continue to outperform the competition"  
[X Link](https://x.com/stockjock84/status/977992662954467331)  2018-03-25T19:36Z [----] followers, [--] engagements


"$DISH is now in the mid 30's. Risk/reward is becoming quite asymmetric https://x.com/stockjock84/status/971005948595712001 For those of you not paying attention $DISH is at 40/share. Levels we haven't seen since [----] https://x.com/stockjock84/status/971005948595712001 For those of you not paying attention $DISH is at 40/share. Levels we haven't seen since 2013"  
[X Link](https://x.com/stockjock84/status/978268297597681665)  2018-03-26T13:51Z [----] followers, [--] engagements


"$GDDY analyst day slides"  
[X Link](https://x.com/stockjock84/status/979365372397805568)  2018-03-29T14:31Z [----] followers, [--] engagements


"$GDDY TAM drives increasing ARPU over time"  
[X Link](https://x.com/stockjock84/status/979366741175361536)  2018-03-29T14:36Z [----] followers, [--] engagements


"Solid Macau numbers for March +22% vs street expectations in mid teens range. $LVS $WYNN $MGM"  
[X Link](https://x.com/stockjock84/status/980780543418732549)  2018-04-02T12:14Z [----] followers, [--] engagements


"Beauty Market $OR.FP $UN $PG $EL $COTY $4911"  
[X Link](https://x.com/stockjock84/status/982258564369604608)  2018-04-06T14:07Z [----] followers, [--] engagements


"Housing on the other hand.WAY undersupplied. $XHB $TOL $LEN $KBH $DHI"  
[X Link](https://x.com/stockjock84/status/983457590150647810)  2018-04-09T21:32Z [----] followers, [--] engagements


"Teen spending on beauty. very solid skin care growth. In store growth $ULTA $MC.FP"  
[X Link](https://x.com/stockjock84/status/983715344710807552)  2018-04-10T14:36Z [----] followers, [--] engagements


"#AG Softs continuing to look good. So much for the soybean freak out. Look at global supply.there isn't enough. $DWDP $BAYN.GR $NTR $MOS"  
[X Link](https://x.com/stockjock84/status/983734668217503744)  2018-04-10T15:53Z [----] followers, [--] engagements


"$CHTR mobile MVNO"  
[X Link](https://x.com/stockjock84/status/986245983783841799)  2018-04-17T14:12Z [----] followers, [--] engagements


"#automation #laser $IPGP a leader in fiber laser technology"  
[X Link](https://x.com/stockjock84/status/986643718500442112)  2018-04-18T16:32Z [----] followers, [--] engagements


"laser penetration is relatively low so there is potential for secular growth"  
[X Link](https://x.com/stockjock84/status/986644560758693888)  2018-04-18T16:36Z [----] followers, [--] engagements


"$IPGP -- fiber laser leader. Fiber will take increasing market share due to its superior performance / economics"  
[X Link](https://x.com/stockjock84/status/986644890661670914)  2018-04-18T16:37Z [----] followers, [--] engagements


"#CAPEX #CSP Cloud Service Providers -- marking up [----] capex growth $GOOGL $AMZN $MSFT $FB $AAPL"  
[X Link](https://x.com/stockjock84/status/990213328592097280)  2018-04-28T12:57Z [----] followers, [--] engagements


"Early cycle industrial markets. Peaking. As we have cited before in trucks -- $PCAR $NAV"  
[X Link](https://x.com/stockjock84/status/993484085099196418)  2018-05-07T13:33Z [----] followers, [--] engagements


"Macau market cap vs EBITDA"  
[X Link](https://x.com/stockjock84/status/993862411655483393)  2018-05-08T14:37Z [----] followers, [--] engagements


"$MTCH and $GDDY -- beat and raise"  
[X Link](https://x.com/stockjock84/status/994170116928622593)  2018-05-09T11:00Z [----] followers, [--] engagements


"$SBAC -- backlogs are at all time highs. Revenues to accelerate #JPMTMT"  
[X Link](https://x.com/stockjock84/status/997120560650956802)  2018-05-17T14:24Z [----] followers, [--] engagements


"$MHK -- 75mm shares at $210. 16BN equity cap 18.7BN TEV. The company is aggressively adding capacity impacting utilization. Inflation hitting margins. Pricing actions start to push through this quarter going forward. Expect significant margin ramp in 2019"  
[X Link](https://x.com/stockjock84/status/997473372144627717)  2018-05-18T13:45Z [----] followers, [--] engagements


"$MHK #thinklikeanowner capital allocation"  
[X Link](https://x.com/stockjock84/status/997481155531345920)  2018-05-18T14:16Z [----] followers, [--] engagements


"$WAB $GE https://www.wabtec.com/uploads/outlinedrawings/05.21.18-Wabtec%20and%20GE%20Transportation-to-Merge-Press-Release-Presentation.pdf https://www.wabtec.com/uploads/outlinedrawings/05.21.18-Wabtec%20and%20GE%20Transportation-to-Merge-Press-Release-Presentation.pdf"  
[X Link](https://x.com/stockjock84/status/998536682654879744)  2018-05-21T12:11Z [----] followers, [--] engagements


"$THS new CEO Steve Oakland (former $SJM) on #privatelabel"  
[X Link](https://x.com/stockjock84/status/998581388227108864)  2018-05-21T15:08Z [----] followers, [--] engagements


"$MHK annual letter snippets"  
[X Link](https://x.com/stockjock84/status/998909978563014658)  2018-05-22T12:54Z [----] followers, [--] engagements


"$MHK Lorberbaum's comments in [----] annual"  
[X Link](https://x.com/stockjock84/status/998910950693629958)  2018-05-22T12:58Z [----] followers, [--] engagements


"The risk/reward on $MHK is extremely attractive for intermediate/long term investors"  
[X Link](https://x.com/stockjock84/status/998924735932239873)  2018-05-22T13:53Z [----] followers, [--] engagements

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