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# ![@taobanker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1326694710933676033.png) @taobanker taobanker

taobanker posts on X about $bmel, $crox, $wen, $abfl the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1326694710933676033/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXX +28%
- X Months XXXXXXXXX +43%
- X Year XXXXXXXXX +164%

### Mentions: XXX [#](/creator/twitter::1326694710933676033/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:posts_active.svg)

- X Week XXX +3.10%
- X Month XXX -XX%
- X Months XXXXX +8%
- X Year XXXXX +164%

### Followers: XXXXX [#](/creator/twitter::1326694710933676033/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:followers.svg)

- X Week XXXXX +0.87%
- X Month XXXXX +3.80%
- X Months XXXXX +26%
- X Year XXXXX +240%

### CreatorRank: XXXXXXX [#](/creator/twitter::1326694710933676033/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1326694710933676033/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXX% [countries](/list/countries)  XXX% [social networks](/list/social-networks)  XXX% [exchanges](/list/exchanges)  XXX%

**Social topic influence**
[$bmel](/topic/$bmel) #2, [$crox](/topic/$crox) #11, [$wen](/topic/$wen) #16, [$abfl](/topic/$abfl) #1, [$gccmx](/topic/$gccmx) #1, [$bbwi](/topic/$bbwi) #6, [$tap](/topic/$tap) #1, [$5233t](/topic/$5233t) #2, [$bzumi](/topic/$bzumi) #1, [debt](/topic/debt) #2013

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@parth29192](/creator/undefined) [@lipko](/creator/undefined) [@evrgn11112231](/creator/undefined) [@benbonning](/creator/undefined) [@strifenjustice](/creator/undefined) [@benbstwits](/creator/undefined) [@vulmearj45663](/creator/undefined) [@optionsly](/creator/undefined) [@urinsideman](/creator/undefined) [@invertedfragil1](/creator/undefined) [@citizenpaul4](/creator/undefined) [@exclamotite69](/creator/undefined) [@thebenschmark](/creator/undefined) [@recoverytrade](/creator/undefined) [@lootdropcapital](/creator/undefined) [@danilomenshikov](/creator/undefined) [@ibladesi](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@catnyanpital](/creator/undefined)

**Top assets mentioned**
[Crocs, Inc. (CROX)](/topic/$crox) [WEN Token (WEN)](/topic/$wen) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Boise Cascade Company (BCC)](/topic/$bcc) [STARWOOD PROPERTY TRUST, INC. (STWD)](/topic/$stwd) [Burford Capital Limited (BUR)](/topic/$bur) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Campbell Soup Company (CPB)](/topic/$cpb) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [UNIPOLY (UNP)](/topic/$unp) [Carter's Inc. (CRI)](/topic/$cri) [Medicalchain (MTN)](/topic/$mtn) [Hawaiian Electric Industries, Inc. (HE)](/topic/$he) [Apple Hospitality REIT, Inc. (APLE)](/topic/$aple) [YELP INC. (YELP)](/topic/$yelp) [Limitus (LMT)](/topic/$lmt) [SafeMoon (SFM)](/topic/$sfm) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Nodecoin (NC)](/topic/$nc) [Stericycle Inc (SRCL)](/topic/$srcl) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [VF Corp (VFC)](/topic/$vfc) [Heroes of NFT (HON)](/topic/$hon) [Bitcoin (BTC)](/topic/bitcoin) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Credbull (CBL)](/topic/$cbl) [IPG Photonics Corporation (IPGP)](/topic/$ipgp) [pepe in a memes world (PEW)](/topic/$pew) [SuperWalk (GRND)](/topic/$grnd)
### Top Social Posts [#](/creator/twitter::1326694710933676033/posts)
---
Top posts by engagements in the last XX hours

"$PEW Grab-A-Gun online gun retailer and busted IPO seems dumb enough to work in this market"  
[X Link](https://x.com/taobanker/status/1973448124678205506) [@taobanker](/creator/x/taobanker) 2025-10-01T18:01Z 7974 followers, 2165 engagements


"$bme.l goes full retard issues accounting restatement and lower guidance $abf.l was always the better option"  
[X Link](https://x.com/taobanker/status/1980171719626436681) [@taobanker](/creator/x/taobanker) 2025-10-20T07:18Z 7975 followers, 1000 engagements


"In X years $BBWI will either look like $BBW or $BBBWQ"  
[X Link](https://x.com/taobanker/status/1973406392405926269) [@taobanker](/creator/x/taobanker) 2025-10-01T15:15Z 7975 followers, 1413 engagements


"Massive refi potential at $BBWI"  
[X Link](https://x.com/taobanker/status/1974505250250772835) [@taobanker](/creator/x/taobanker) 2025-10-04T16:01Z 7975 followers, 1598 engagements


"@sanskarimata $MEI I got no idea dawg how about you tell us about what's going on there rare earths: seems like this recent chatter about $codi is good enough for a boink"  
[X Link](https://x.com/taobanker/status/1977889152541573620) [@taobanker](/creator/x/taobanker) 2025-10-14T00:08Z 7975 followers, XXX engagements


"$OTLY how the fuck do you lose $200mm selling $800mm of oat mik Basedgod please crash the economy"  
[X Link](https://x.com/taobanker/status/1978271777710026894) [@taobanker](/creator/x/taobanker) 2025-10-15T01:28Z 7975 followers, XXX engagements


"long $grnd short $bmbl = free money"  
[X Link](https://x.com/taobanker/status/1978854277339619541) [@taobanker](/creator/x/taobanker) 2025-10-16T16:03Z 7975 followers, 1280 engagements


"I have a X% position in $bur now I like this because it feels like something i don't even really need to think about just good portfolio diversification is all"  
[X Link](https://x.com/taobanker/status/1980357720382558280) [@taobanker](/creator/x/taobanker) 2025-10-20T19:37Z 7974 followers, 2163 engagements


"$TAP laying off XXX people will prob save $25mm-$50mm per year. Buybacks at these prices are likely to compound at double digits. So imo the new Coors CEO has already generated around $500mm in value"  
[X Link](https://x.com/taobanker/status/1980621075244273787) [@taobanker](/creator/x/taobanker) 2025-10-21T13:03Z 7974 followers, 2928 engagements


"I've been trying to tell you guys: NYC is relatively cheap now. It's the tier 2/3 cities that have seen COL blow up in the last X years. I'm a trust fund brat and I've started rejecting prices in richmond virginia of all freaking places. $XX sandwiches. Few understand this"  
[X Link](https://x.com/taobanker/status/1980600998625251595) [@taobanker](/creator/x/taobanker) 2025-10-21T11:44Z 7974 followers, 20.6K engagements


"This is the financial singularity.pay attention"  
[X Link](https://x.com/taobanker/status/1980719426258497562) [@taobanker](/creator/x/taobanker) 2025-10-21T19:34Z 7974 followers, 3873 engagements


"Many many keen traders converged on this idea Note who those traders are. Think about what it will take to slow down the feedback loop of keen traders -- profitable ideas -- more capital following"  
[X Link](https://x.com/taobanker/status/1980719957924278451) [@taobanker](/creator/x/taobanker) 2025-10-21T19:36Z 7974 followers, XXX engagements


"listen i'm just gonna say this again scalpavelli has looked at a metric fuckton of blue chip large caps over the past few years.the valuation of $abf.l $asbfy is really hard to justify.you can read more about this situation on my blog. i'm down like X% and maxed out"  
[X Link](https://x.com/taobanker/status/1889803596163850717) [@taobanker](/creator/x/taobanker) 2025-02-12T22:27Z 7965 followers, XXX engagements


"$crrfy $ca.pa carrefour struggling lately. Think this is an opportunity to be decisive if you want to get on the french dividend bus"  
[X Link](https://x.com/taobanker/status/1934763165415596298) [@taobanker](/creator/x/taobanker) 2025-06-17T00:00Z 7967 followers, 2249 engagements


"I own $bme.l because it's very cheap. But $abf.l is actually an incredibly good business too. Which is crazy. This is one of the most well-rounded defensive conglomerates on the market. But since it's in the U.K. it gets a 10x multiple. lmao"  
[X Link](https://x.com/taobanker/status/1940219952671465644) [@taobanker](/creator/x/taobanker) 2025-07-02T01:24Z 7965 followers, 3577 engagements


"@dpinsen $gcc.mx $5233.t"  
[X Link](https://x.com/taobanker/status/1943802925043921230) [@taobanker](/creator/x/taobanker) 2025-07-11T22:41Z 7964 followers, XX engagements


"Significant U.S. revenue: $FCC $ADRNY $BZU.MI $5233.T $BB.PA $FILA.MI $GCC.MX $GRUMAB"  
[X Link](https://x.com/taobanker/status/1953238717507764523) [@taobanker](/creator/x/taobanker) 2025-08-06T23:36Z 7973 followers, 2258 engagements


"I'm thinking about how $ABF.L once sold for 6x fwd earnings and $CCHGY once sold for 10x fwd earnings. Which boring company is the equivalent today Best I can think of other than $BME.L is $CROX or maybe $CRI (but that's a bit small). I suppose you could argue $UGI is close at 11x"  
[X Link](https://x.com/taobanker/status/1955329226313506824) [@taobanker](/creator/x/taobanker) 2025-08-12T18:03Z 7965 followers, 1303 engagements


"Should I start a $BME.L support group to help everyone cope"  
[X Link](https://x.com/taobanker/status/1955629699251732756) [@taobanker](/creator/x/taobanker) 2025-08-13T13:57Z 7970 followers, 1350 engagements


"is there even any news on $bme.l or is this just the market reminding shareholders what life is like"  
[X Link](https://x.com/taobanker/status/1962875896647336187) [@taobanker](/creator/x/taobanker) 2025-09-02T13:50Z 7970 followers, XXX engagements


"I just took a quick look at $BAH and it's too hard for me to tell what normalized / full-cycle earnings should look like. I marked it to revisit at a $XX price target"  
[X Link](https://x.com/taobanker/status/1963574720697180247) [@taobanker](/creator/x/taobanker) 2025-09-04T12:07Z 7970 followers, 1215 engagements


"I'm reading the $TOKMAN deck as well as reddit conversations about tokmanni. Similar discounter setup as $bme.l with a fresher story / growth narrative but not as cheap on forward estimates. It looks like they've faced some macro + competitive headwinds plus struggled with integrating a major acquisition from july 2023. at 10x fwd earnings it seems pretty compelling but $bme.l is already so much cheaper larger and more proven of a business model"  
[X Link](https://x.com/taobanker/status/1964364863989567972) [@taobanker](/creator/x/taobanker) 2025-09-06T16:27Z 7970 followers, 1716 engagements


"$ww reorged but is still forecasted to have X% revenue decline with over XXX% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake"  
[X Link](https://x.com/taobanker/status/1964746274374377830) [@taobanker](/creator/x/taobanker) 2025-09-07T17:43Z 7966 followers, 3157 engagements


"Is $GPK a stock worth following long term What price would you like to buy it for today"  
[X Link](https://x.com/taobanker/status/1965207431824507073) [@taobanker](/creator/x/taobanker) 2025-09-09T00:15Z 7968 followers, XXX engagements


"how much would $mtn be worth in a private market deal"  
[X Link](https://x.com/taobanker/status/1965455099284877691) [@taobanker](/creator/x/taobanker) 2025-09-09T16:39Z 7970 followers, XXX engagements


"@StocksOddball @onebeggar it reminds me of $UHAL why get so excited over investing in real estate when you already have the best business model -- rock royalties"  
[X Link](https://x.com/taobanker/status/1968095578526716347) [@taobanker](/creator/x/taobanker) 2025-09-16T23:32Z 7970 followers, XXX engagements


"@Twasluck1 god damnit man you're gonna roast me i bought $bb.pa $fila.mi and $fcc.mc"  
[X Link](https://x.com/taobanker/status/1968774539183104342) [@taobanker](/creator/x/taobanker) 2025-09-18T20:30Z 7973 followers, XXX engagements


"Nice $COLD article out by @NuggetCapital . Love your blog. I got back in on Friday in small size. I always find it hard to hold REITs vs real estate comps like $TGT but it's hard for me to imagine income investors resisting this dividend.this seems like a solid trade at least"  
[X Link](https://x.com/taobanker/status/1969804953393774820) [@taobanker](/creator/x/taobanker) 2025-09-21T16:44Z 7966 followers, 3880 engagements


"Kind of embarassing to admit this but since I haven't held a REIT long term in a while I underestimated the tax treatment potential from return of capital. It depends tho. For example $NSA and $COLD have both labeled 20%+ of recent distributions as return of capital. That's a big tax tailwind if you're holding long term. However $MAA distros have involved almost no return of capital"  
[X Link](https://x.com/taobanker/status/1970043863659090347) [@taobanker](/creator/x/taobanker) 2025-09-22T08:33Z 7966 followers, 1532 engagements


"The only regime change that matters in this market is $bme.l going up"  
[X Link](https://x.com/taobanker/status/1970420339139399885) [@taobanker](/creator/x/taobanker) 2025-09-23T09:29Z 7973 followers, XXX engagements


"$HE for 7.5x fwd ebitda"  
[X Link](https://x.com/taobanker/status/1970452435115352276) [@taobanker](/creator/x/taobanker) 2025-09-23T11:37Z 7973 followers, 1185 engagements


"not many people would imagine trading $ESP and $VLGEA relative value but i'll be that guy"  
[X Link](https://x.com/taobanker/status/1970859341306900632) [@taobanker](/creator/x/taobanker) 2025-09-24T14:34Z 7970 followers, XXX engagements


"@waterboystocks Printing cash"  
[X Link](https://x.com/taobanker/status/1970885409598276035) [@taobanker](/creator/x/taobanker) 2025-09-24T16:17Z 7969 followers, 1326 engagements


"Any lumber barons wanna chime in on $bcc This has all the trappings of a good cyclical setup imo. Big dividend payer. Spent a lot on acquisitions / capex. Clean balance sheet. Worth watching out here to try to catch a bottom"  
[X Link](https://x.com/taobanker/status/1970964072322715898) [@taobanker](/creator/x/taobanker) 2025-09-24T21:30Z 7970 followers, 1115 engagements


"What do you guys think $FEIM 2027 or 2028 earnings could look like in the bull case"  
[X Link](https://x.com/taobanker/status/1971611843438530699) [@taobanker](/creator/x/taobanker) 2025-09-26T16:24Z 7968 followers, XXX engagements


"Miller Lite and Coors Banquet been popping off lately yet you're still bearish $tap"  
[X Link](https://x.com/taobanker/status/1972293840947359804) [@taobanker](/creator/x/taobanker) 2025-09-28T13:34Z 7973 followers, 1730 engagements


"i have a XXX% position in $cold . largest REIT position in at least a year"  
[X Link](https://x.com/taobanker/status/1972668683043401740) [@taobanker](/creator/x/taobanker) 2025-09-29T14:23Z 7966 followers, 4447 engagements


"I need you to shill me on $HE RIGHT NOW"  
[X Link](https://x.com/taobanker/status/1972694469993537591) [@taobanker](/creator/x/taobanker) 2025-09-29T16:06Z 7971 followers, XXX engagements


"$tap has bottomed imo"  
[X Link](https://x.com/taobanker/status/1972704198686093800) [@taobanker](/creator/x/taobanker) 2025-09-29T16:45Z 7971 followers, 3120 engagements


"$CPB yep listen i gotta pat myself on the back here. i told everyone when to buy when to sell and then to stay the fuck away. management covering up weakness with their dumbass feelgood slides. scalpavelli is permanently short bullshit copium management teams and permanently long straight-talkers"  
[X Link](https://x.com/taobanker/status/1972710213703671826) [@taobanker](/creator/x/taobanker) 2025-09-29T17:09Z 7964 followers, XXX engagements


"$COLD is selling at a XX% discount to the lowest street price target out of XX price targets after being consensus downgraded by XX% in the last year and you're bearish"  
[X Link](https://x.com/taobanker/status/1972710903217791097) [@taobanker](/creator/x/taobanker) 2025-09-29T17:11Z 7966 followers, 3232 engagements


"$MKC as i said many times the thesis "pricing power will normalize" is like generally not a good thesis without examining why pricing power has declined"  
[X Link](https://x.com/taobanker/status/1972716779719073854) [@taobanker](/creator/x/taobanker) 2025-09-29T17:35Z 7968 followers, 1003 engagements


"Alright. We need a wood guy to speak up here on $BCC. This is hitting several signals for me: - XX% discount to lowest street price target - Net cash positive working capital - XXX% near-term earnings yield"  
[X Link](https://x.com/taobanker/status/1972735750442766664) [@taobanker](/creator/x/taobanker) 2025-09-29T18:50Z 7970 followers, 1854 engagements


"skating video game is the most realistic bull case for $vfc"  
[X Link](https://x.com/taobanker/status/1972736926508810428) [@taobanker](/creator/x/taobanker) 2025-09-29T18:55Z 7968 followers, 1272 engagements


"is buying $HE for 7.4x ebitda maybe something that we should do"  
[X Link](https://x.com/taobanker/status/1972755639840669995) [@taobanker](/creator/x/taobanker) 2025-09-29T20:09Z 7973 followers, 1101 engagements


"My new fast food / fast casual guy is saying that $TXRH is legitimately insane. Like he says it's the best steakhouse chain and it's not even close. He said people are lining up before opening to go to $TXRH. I mean I feel like that's a pretty compelling fundamental story in this economy"  
[X Link](https://x.com/taobanker/status/1973093225024889101) [@taobanker](/creator/x/taobanker) 2025-09-30T18:30Z 7966 followers, 5467 engagements


"wow have been graciously getting educated about $stwd and coming around to appreciating this as a pretty special company. this company is invested across the entire real estate capital stack basically juicing up an equity sliver of real estate by leveraging up around XXX% to lend at a spread. meanwhile they also have a loan servicing division. trading at 1.1x TBV doesn't make sense to me and it doesn't seem like there are any reasonable comps around. this is probably the best one stop shop for real estate exposure imo. i would love to hear the bear case"  
[X Link](https://x.com/taobanker/status/1973176550854926741) [@taobanker](/creator/x/taobanker) 2025-10-01T00:02Z 7970 followers, 5549 engagements


"$CROX to $XXX by end of week or I'm releasing the documents about Yellen's mushroom trip"  
[X Link](https://x.com/taobanker/status/1973784661013778684) [@taobanker](/creator/x/taobanker) 2025-10-02T16:18Z 7968 followers, 1394 engagements


"$MAA crosses below the lowest street price target trading a 6.5+ cap XXX% dividend. Decent defensive option"  
[X Link](https://x.com/taobanker/status/1974464825234542865) [@taobanker](/creator/x/taobanker) 2025-10-04T13:21Z 7973 followers, XXX engagements


"@Tintincapital I've been looking at it on and off for years. The convertible bond is a gamechanger"  
[X Link](https://x.com/taobanker/status/1974472909604417576) [@taobanker](/creator/x/taobanker) 2025-10-04T13:53Z 7969 followers, XXX engagements


"Today's $crox selloff feels pretty polarized. Either someone desperate to dump fr / knows something or someone ninja attacked it on monday open to accumulate shares.personally i think its more likely the latter"  
[X Link](https://x.com/taobanker/status/1975245525411840132) [@taobanker](/creator/x/taobanker) 2025-10-06T17:03Z 7971 followers, 3279 engagements


"It looks like $STZ "failed to disappoint" which is what I am predicting for $TAP moving forward"  
[X Link](https://x.com/taobanker/status/1975307521310228799) [@taobanker](/creator/x/taobanker) 2025-10-06T21:09Z 7973 followers, 1058 engagements


"$STWD P/TBV"  
[X Link](https://x.com/taobanker/status/1975528499466395704) [@taobanker](/creator/x/taobanker) 2025-10-07T11:47Z 7970 followers, XXX engagements


"Some interesting TBV ratios: $APLE .86 $CRWS .98 $VLGEA XXXX $STWD XXXX $BUR 1.06"  
[X Link](https://x.com/taobanker/status/1975688824727511510) [@taobanker](/creator/x/taobanker) 2025-10-07T22:24Z 7973 followers, 1022 engagements


"The market is actually very simple: Every day it opens then $BCC goes down"  
[X Link](https://x.com/taobanker/status/1975704920809771274) [@taobanker](/creator/x/taobanker) 2025-10-07T23:28Z 7970 followers, 1367 engagements


"I'm trying to think of some of the absolute dumbest trades a real person could plausibly conceive of. Buying $CROX strictly due to Croctober is right there on the boundary. I'm long"  
[X Link](https://x.com/taobanker/status/1976007084815864204) [@taobanker](/creator/x/taobanker) 2025-10-08T19:29Z 7969 followers, 20K engagements


"Bro $FOX overwhelmingly needs to hire proofreaders who have graduated from high school"  
[X Link](https://x.com/taobanker/status/1976264403323433154) [@taobanker](/creator/x/taobanker) 2025-10-09T12:32Z 7971 followers, 1020 engagements


"With Lockheed hyping up its own drone is there a credible buyer or $ktos If not could be a good short"  
[X Link](https://x.com/taobanker/status/1976268077357551965) [@taobanker](/creator/x/taobanker) 2025-10-09T12:46Z 7971 followers, 2415 engagements


"$CROX went up XXXX% yesterday after the infamous "Croctober Flush" There are XX trading days remaining in Croctober which would compound to over a XX% return And that's ignoring the potential for momentum traders to join the party short squeezes $CROX treasury companies and physical Crocs ETFs This isn't investment advice this is simply math"  
[X Link](https://x.com/taobanker/status/1976272752181993579) [@taobanker](/creator/x/taobanker) 2025-10-09T13:05Z 7971 followers, 5697 engagements


"$CROX Watch + Starbucks sipping"  
[X Link](https://x.com/taobanker/status/1976285303079100886) [@taobanker](/creator/x/taobanker) 2025-10-09T13:55Z 7970 followers, XXX engagements


"why is $bur trading inverse $argt"  
[X Link](https://x.com/taobanker/status/1976355936580272493) [@taobanker](/creator/x/taobanker) 2025-10-09T18:35Z 7971 followers, 1221 engagements


"You know what's crazy is that $wen is arguably even cheaper than $dom.l here"  
[X Link](https://x.com/taobanker/status/1976382861260591319) [@taobanker](/creator/x/taobanker) 2025-10-09T20:22Z 7973 followers, XXX engagements


"It looks like someone is trying to short $WEN to X but I just don't see how that is a good idea"  
[X Link](https://x.com/taobanker/status/1976383718915969145) [@taobanker](/creator/x/taobanker) 2025-10-09T20:26Z 7965 followers, 1381 engagements


"Anyone wanna share their $VZ take with the rest of the class"  
[X Link](https://x.com/taobanker/status/1976385665051902283) [@taobanker](/creator/x/taobanker) 2025-10-09T20:33Z 7970 followers, 1091 engagements


"$LOVE as a potential private equity / takeunder target: - XX% net cash - formidable scale grew like crazy since covid - established brand - serious operating leverage + already makes money - fat to trim"  
[X Link](https://x.com/taobanker/status/1976388199137394806) [@taobanker](/creator/x/taobanker) 2025-10-09T20:44Z 7970 followers, 1562 engagements


"Has anyone here done serious work on $WEN or does everyone just vibe-avoid it This is a free cash flow machine unless it falls off a cliff"  
[X Link](https://x.com/taobanker/status/1976409341055131653) [@taobanker](/creator/x/taobanker) 2025-10-09T22:08Z 7966 followers, 4763 engagements


"$WEN earnings add-backs: Goodwill amort: $62mm Other (software amort): $23mm Restructuring/writedown: $9mm Loss on equity: $3mm SBC: $10mm (adding back half since stock price tanked) My dude that's $107mm of add-backs / cash flow on just $200mm of earnings It feels like I'm taking crazy pills looking at this"  
[X Link](https://x.com/taobanker/status/1976424338300575857) [@taobanker](/creator/x/taobanker) 2025-10-09T23:07Z 7965 followers, 2107 engagements


"Just had a terrible experience channel-checking $wen. My burgers were basically inedible w/ stale buns. The price hikes are one thing but the first time you deliver your customer an actual turd sandwich your brand is torched forever. This is supposed to be the one thing fast food companies are great at: delivering a consistent (or at least a minimum brand standard) experience. Now I can't stop thinking about how many people are getting served inedible food from $wen franchisees every day and that's the last time they ever eat at Wendy's. Ngl this whole experience has been a big motivator for"  
[X Link](https://x.com/taobanker/status/1976450961368306085) [@taobanker](/creator/x/taobanker) 2025-10-10T00:53Z 7965 followers, 3541 engagements


"@gus_finknottle What if it doesn't need any retained earnings to finance growth"  
[X Link](https://x.com/taobanker/status/1976561837626871954) [@taobanker](/creator/x/taobanker) 2025-10-10T08:13Z 7966 followers, XXX engagements


"I can't believe I have to make this post but this does warrant a discussion. I am double-counting here but it seems like there's a lot of confusion on both sides. The issue here isn't that the growth (might) require capex beyond depreciation but that the buyback is being double-counted out of earnings. Not sure what I was thinking tbh. Share count go down make caveman brain happy"  
[X Link](https://x.com/taobanker/status/1976570447308165288) [@taobanker](/creator/x/taobanker) 2025-10-10T08:48Z 7973 followers, 3052 engagements


"$CROX acquired jibbitz for $20mm in 2006 jibbitz did over $200mm sales in 2024"  
[X Link](https://x.com/taobanker/status/1976599044291203383) [@taobanker](/creator/x/taobanker) 2025-10-10T10:41Z 7969 followers, 7018 engagements


"@TorrasLuis What are some other small cap funds you like to follow"  
[X Link](https://x.com/taobanker/status/1976607736768135214) [@taobanker](/creator/x/taobanker) 2025-10-10T11:16Z 7968 followers, XXX engagements


"Damage report: $ELF - XXXX% $TER -XXX% $BABA -XXX% $DENN -XXX% $RES -XXX% $CMP -XXX% $CRI -XXX% $HLX -XXX% $GNK -XXX% $PKE -XXX% $FDX -XXX% $COLM -XXX% $ALRM -4.5%"  
[X Link](https://x.com/taobanker/status/1976750349085004271) [@taobanker](/creator/x/taobanker) 2025-10-10T20:43Z 7973 followers, 4380 engagements


"@optionsly Those are literally the biggest losers today. $TAP and $VLGEA and $ASBFY did alright"  
[X Link](https://x.com/taobanker/status/1976752322706579665) [@taobanker](/creator/x/taobanker) 2025-10-10T20:50Z 7973 followers, XXX engagements


"Damodoran: I never buy more than X% As I've said many times before X% position limits is one of the simplest and most effective risk management rules for long only"  
[X Link](https://x.com/taobanker/status/1977408965576474650) [@taobanker](/creator/x/taobanker) 2025-10-12T16:20Z 7965 followers, 27.9K engagements


"Was on LinkedIn and came across a guy from my dorm in college. He had a stratospheric ascent to Partner at one of the megatech venture arms. Lo and behold I find his dad's profile -- dad is a heavy-hitting private equity legend / all-star like one tier below household name. Wow"  
[X Link](https://x.com/taobanker/status/1977414552804593756) [@taobanker](/creator/x/taobanker) 2025-10-12T16:42Z 7971 followers, 28.2K engagements


"Wow. I asked ChatGPT 5-pro to analyze $DOM.L. It thought for XX minutes then wrote an analysis of $FUN. I don't even know what to say"  
[X Link](https://x.com/taobanker/status/1977489171775439037) [@taobanker](/creator/x/taobanker) 2025-10-12T21:38Z 7971 followers, 2786 engagements


"Channel checking $TXRH with my dad later. It's gonna be a movie"  
[X Link](https://x.com/taobanker/status/1977747183999791555) [@taobanker](/creator/x/taobanker) 2025-10-13T14:44Z 7967 followers, 1021 engagements


"Did Evercore cite me in their $YELP upgrade"  
[X Link](https://x.com/taobanker/status/1977791654313476308) [@taobanker](/creator/x/taobanker) 2025-10-13T17:40Z 7969 followers, 1663 engagements


"$yelp it feels like somebody knows something so i loaded up since im the only person in the whole market who is actually prepared for good news"  
[X Link](https://x.com/taobanker/status/1978134333773803972) [@taobanker](/creator/x/taobanker) 2025-10-14T16:22Z 7969 followers, 1377 engagements


"about to TITFU at $TXRH opening hour with my dad.will report back"  
[X Link](https://x.com/taobanker/status/1978179586744529376) [@taobanker](/creator/x/taobanker) 2025-10-14T19:22Z 7964 followers, 2035 engagements


"$txrh was kinda exactly what I expected it's not for me as an aristocratic person with impeccable taste but it's definitely delivering the value that americans are seeking (my dad loved it but he's easy to please) the place was already packed by 530"  
[X Link](https://x.com/taobanker/status/1978223190343069748) [@taobanker](/creator/x/taobanker) 2025-10-14T22:15Z 7964 followers, 1375 engagements


"$coda lmao imagine allowing scalpavelli to buy military technology on the open market trump is going to buy this back from me for $XX per share"  
[X Link](https://x.com/taobanker/status/1978493242447384599) [@taobanker](/creator/x/taobanker) 2025-10-15T16:08Z 7970 followers, XXX engagements


"@benbonning do you think $vfc / vans is primed for a good comeback here"  
[X Link](https://x.com/taobanker/status/1978494558695534790) [@taobanker](/creator/x/taobanker) 2025-10-15T16:13Z 7970 followers, XXX engagements


"What would be your advice for a retired doomer type who feels trapped in t-bills / TIPS A lot of boomers are totally trapped between fear of a market crash and realization that inflation is actually happening again. But they are getting obliterated by taxes"  
[X Link](https://x.com/taobanker/status/1978495213459927493) [@taobanker](/creator/x/taobanker) 2025-10-15T16:16Z 7969 followers, 1421 engagements


"One solution is $BOXX but that's kinda sketch imo What else out there is structured to defer interest income"  
[X Link](https://x.com/taobanker/status/1978495366652686676) [@taobanker](/creator/x/taobanker) 2025-10-15T16:17Z 7971 followers, XXX engagements


"I have been plowing buy button on $epsn. Listen I'll boil this down to what really matters. These guys are private equity bros that took over management of a $7mm ebitda midstream natty gathering asset + non-operator. They preserved a strong balance sheet dividend policy and"  
[X Link](https://x.com/taobanker/status/1978515768263262587) [@taobanker](/creator/x/taobanker) 2025-10-15T17:38Z 7970 followers, XXX engagements


"$bcc is this one of those things that there could be a shortage of in the future"  
[X Link](https://x.com/taobanker/status/1978568373119115413) [@taobanker](/creator/x/taobanker) 2025-10-15T21:07Z 7969 followers, XXX engagements


"forgot i had a massive $cold dividend incoming despite being a schizo scalper.feesgoodman"  
[X Link](https://x.com/taobanker/status/1978580325715357833) [@taobanker](/creator/x/taobanker) 2025-10-15T21:54Z 7964 followers, XXX engagements


"no one has tweeted about $tep.pa for over a month"  
[X Link](https://x.com/taobanker/status/1978737576128192642) [@taobanker](/creator/x/taobanker) 2025-10-16T08:19Z 7971 followers, 1166 engagements


"why is $mtn struggling in k shape recovery jack price. raise the bar. keep out poors"  
[X Link](https://x.com/taobanker/status/1978824930201313315) [@taobanker](/creator/x/taobanker) 2025-10-16T14:06Z 7971 followers, XXX engagements


"@StateSlacker Just increase the prices. I don't understand"  
[X Link](https://x.com/taobanker/status/1978859862751584753) [@taobanker](/creator/x/taobanker) 2025-10-16T16:25Z 7973 followers, XX engagements


"$BUR approaching TBV seems wrong. right"  
[X Link](https://x.com/taobanker/status/1978874899746681146) [@taobanker](/creator/x/taobanker) 2025-10-16T17:25Z 7973 followers, 1266 engagements


"Wow. I am seeing $SNAP short interest down XXX bps to XXX% in the last XX days"  
[X Link](https://x.com/taobanker/status/1978984132412670320) [@taobanker](/creator/x/taobanker) 2025-10-17T00:39Z 7970 followers, 1244 engagements


"nasdaq fighting for its life on verge of destructomode"  
[X Link](https://x.com/taobanker/status/1979209430555123924) [@taobanker](/creator/x/taobanker) 2025-10-17T15:34Z 7967 followers, 1192 engagements


"@noul_t $TAP kings calculating their X% 10-year forward IRR"  
[X Link](https://x.com/taobanker/status/1979209758373486669) [@taobanker](/creator/x/taobanker) 2025-10-17T15:35Z 7966 followers, XX engagements


"@BlackScholesMan i've been meaning to look into whether $cvi is investable or not"  
[X Link](https://x.com/taobanker/status/1979350675697078753) [@taobanker](/creator/x/taobanker) 2025-10-18T00:55Z 7971 followers, XXX engagements


"Why do we allow poor people with loud vehicles to terrorize society"  
[X Link](https://x.com/taobanker/status/1979531881809891349) [@taobanker](/creator/x/taobanker) 2025-10-18T12:55Z 7968 followers, 2016 engagements


"Insiders own XX% of $DSWL whcih now trades with XXX% net cash to market cap and less than 9x adj TTM earnings"  
[X Link](https://x.com/taobanker/status/1979551984576241867) [@taobanker](/creator/x/taobanker) 2025-10-18T14:15Z 7970 followers, 9652 engagements


"$APLE moderately leveraged hotel REIT trading for .86 TBV seems kind of wild"  
[X Link](https://x.com/taobanker/status/1979560280138076463) [@taobanker](/creator/x/taobanker) 2025-10-18T14:48Z 7969 followers, 1010 engagements


"This is big tech's greatest financial innovation since strongarming wall street into adjusting SBC out of the entire industry's headline earnings estimates"  
[X Link](https://x.com/taobanker/status/1979689936753512667) [@taobanker](/creator/x/taobanker) 2025-10-18T23:23Z 7973 followers, 4628 engagements


"Technology is fucking incredible. We have reduced the real cost of oil by like 90%. Think about that. The real rate of inflation should be negative. Politicians destroy all gains from productivity in addition to debasing the currency"  
[X Link](https://x.com/taobanker/status/1979691788735856685) [@taobanker](/creator/x/taobanker) 2025-10-18T23:31Z 7973 followers, 3217 engagements


"@DaniloMenshikov We had that with gold"  
[X Link](https://x.com/taobanker/status/1979694601855529154) [@taobanker](/creator/x/taobanker) 2025-10-18T23:42Z 7973 followers, XX engagements


"@DaniloMenshikov i agree that technologically bitcoin is the ideal reserve asset like gold was"  
[X Link](https://x.com/taobanker/status/1979695441068618150) [@taobanker](/creator/x/taobanker) 2025-10-18T23:45Z 7973 followers, XX engagements


"Bruh this is one of the oldest pitches of all time ya'll are literally crazy with the shitposts that gain traction"  
[X Link](https://x.com/taobanker/status/1979904167373095421) [@taobanker](/creator/x/taobanker) 2025-10-19T13:35Z 7964 followers, XXX engagements


"@CompoundingLab because of a XX% discount to intrinsic value"  
[X Link](https://x.com/taobanker/status/1979921789921718778) [@taobanker](/creator/x/taobanker) 2025-10-19T14:45Z 7966 followers, XXX engagements


"Mizuho announces intent to acquire a XX% stake in Tre Holdings. Tre Holdings has also been buying back shares. I'm thinking this might be a homerun but the street estimates are very weird predicting large decline in 2027 for some reason"  
[X Link](https://x.com/taobanker/status/1980010256722722979) [@taobanker](/creator/x/taobanker) 2025-10-19T20:36Z 7964 followers, 2323 engagements


"This is the most uncanny experience I have had with AI. It's a little scary. I opened a new ChatGPT project to experiment with training an investing assistant for myself. While testing it out I asked it to pick X Templeton-style longs.all X it chose were from my chat history"  
[X Link](https://x.com/taobanker/status/1980016452707971563) [@taobanker](/creator/x/taobanker) 2025-10-19T21:01Z 7970 followers, 2546 engagements


"@BlackScholesMan I asked for more info and basically ChatGPT store cliffnotes of your conversations for personal context to tailor your experience. Kind of like a sub-prompt for you personally. I kinda see how this makes sense but it shouldn't be a default or it will create super echo chambers"  
[X Link](https://x.com/taobanker/status/1980018487197147337) [@taobanker](/creator/x/taobanker) 2025-10-19T21:09Z 7970 followers, XXX engagements


"@everyonehatesp1 I'm just using the project mode on the website"  
[X Link](https://x.com/taobanker/status/1980030116102377643) [@taobanker](/creator/x/taobanker) 2025-10-19T21:55Z 7970 followers, XXX engagements


"Damn. like $LULU the reddit commentary is damning. $BME.L is losing out to Home Bargains and $PDD. They have jacked up prices and their stores are gross"  
[X Link](https://x.com/taobanker/status/1980180973598777605) [@taobanker](/creator/x/taobanker) 2025-10-20T07:55Z 7971 followers, 2175 engagements


"@WagieCapital 6th person i've seen post about this the financial singularity is getting closer every day"  
[X Link](https://x.com/taobanker/status/1980197346290917864) [@taobanker](/creator/x/taobanker) 2025-10-20T09:00Z 7964 followers, XX engagements


"$TAP announces XXX layoffs. Great news for shareholders"  
[X Link](https://x.com/taobanker/status/1980261944377377189) [@taobanker](/creator/x/taobanker) 2025-10-20T13:16Z 7970 followers, XXX engagements


"I feel like this isn't bullish"  
[X Link](https://x.com/taobanker/status/1980268234688401409) [@taobanker](/creator/x/taobanker) 2025-10-20T13:41Z 7969 followers, 1294 engagements


"@wolverineyack @RecoveryTrade i understand the capex cycle but they'll still get hammered in a downturn selling $XX movie tickets and hotel rooms"  
[X Link](https://x.com/taobanker/status/1980305444880175194) [@taobanker](/creator/x/taobanker) 2025-10-20T16:09Z 7968 followers, XX engagements


"@AncientSion they're the world leader in litigation finance nice little niche"  
[X Link](https://x.com/taobanker/status/1980361908688662556) [@taobanker](/creator/x/taobanker) 2025-10-20T19:54Z 7970 followers, XXX engagements


"Wow lmao we're finally in the green on fixed income + TIPS We've been burning off underwater CUSIPs for years now lol. Still holding on to Apple 2045 and 2046 TIPS"  
[X Link](https://x.com/taobanker/status/1980364877756768754) [@taobanker](/creator/x/taobanker) 2025-10-20T20:05Z 7970 followers, XXX engagements


"$bme.l looks like it's about to go giga imo"  
[X Link](https://x.com/taobanker/status/1940136665051537886) [@taobanker](/creator/x/taobanker) 2025-07-01T19:53Z 7970 followers, XXX engagements


"@optionsly This is one of the most shameful moments in fintwit history imo. guy never said a bad word about anyone else was never negative and was one of the top experts in $BME.L $ASML and $PRM"  
[X Link](https://x.com/taobanker/status/1952353881406460168) [@taobanker](/creator/x/taobanker) 2025-08-04T13:00Z 7971 followers, 1328 engagements


"$BME.L will trade for XX x $250mm = XX% upside"  
[X Link](https://x.com/taobanker/status/1955738290352460126) [@taobanker](/creator/x/taobanker) 2025-08-13T21:08Z 7971 followers, XXX engagements


"Average day in the life of a $BME.L shareholder. Everyone check in for today's roll call"  
[X Link](https://x.com/taobanker/status/1957471280115920923) [@taobanker](/creator/x/taobanker) 2025-08-18T15:54Z 7971 followers, 1116 engagements


"$BME.L up X% shouldn't this trigger a circuit breaker"  
[X Link](https://x.com/taobanker/status/1957721854900334765) [@taobanker](/creator/x/taobanker) 2025-08-19T08:30Z 7971 followers, 1440 engagements


"holy shit $wu"  
[X Link](https://x.com/taobanker/status/1960208457367228520) [@taobanker](/creator/x/taobanker) 2025-08-26T05:11Z 7971 followers, 1169 engagements


"I would love to have a wood guy who tells me when to buy $BCC"  
[X Link](https://x.com/taobanker/status/1971021344788959580) [@taobanker](/creator/x/taobanker) 2025-09-25T01:18Z 7971 followers, 1454 engagements


"Jesus.got some heavy hitters on my watchlist now. really hard to decide what to own here: $EPSN $BUR $MGPI $BCC $NL $WEN $OLVAS $STWD $BREE.L"  
[X Link](https://x.com/taobanker/status/1971342834864382355) [@taobanker](/creator/x/taobanker) 2025-09-25T22:35Z 7971 followers, 2018 engagements


"i sold my $fila.mi $bb.pa and $fcc.mc . it's just not worth holding these illiquid F tickers for me rn"  
[X Link](https://x.com/taobanker/status/1974109101774029213) [@taobanker](/creator/x/taobanker) 2025-10-03T13:47Z 7971 followers, XXX engagements


"My current RSS list: $LMT $CROX $VIRT $MCS $NGS $MGPI $WEN $NCSM"  
[X Link](https://x.com/taobanker/status/1974875196508303624) [@taobanker](/creator/x/taobanker) 2025-10-05T16:31Z 7970 followers, 2026 engagements


"I would like to know if you're buying $SFM $ACI or $NGVC Today I loaded up on $VLGEA"  
[X Link](https://x.com/taobanker/status/1975307295572828495) [@taobanker](/creator/x/taobanker) 2025-10-06T21:08Z 7971 followers, 1562 engagements


"I just took a look at the $SFM numbers again. They've put up some pretty awesome growth since COVID but they are also taking like XXX bps more gross margin still. it's very impressive they were able to reduce shares while putting up these numbers but the market is conflicted about how to normalize earnings. The market is thinking normalized earnings are between like $300mm and $700mm and it can't make up its mind. Meanwhile the street is wildly bulled up with like XX analysts who all believe it's GARP to the moon. Tough call here at 10x 2029 street numbers. Pass"  
[X Link](https://x.com/taobanker/status/1975339286183448633) [@taobanker](/creator/x/taobanker) 2025-10-06T23:16Z 7971 followers, 1806 engagements


"$SFM I've decided this is a pass for me here and something I would like to re-evaluate if it hits $9bb mrket cap"  
[X Link](https://x.com/taobanker/status/1975339400562397222) [@taobanker](/creator/x/taobanker) 2025-10-06T23:16Z 7971 followers, 1559 engagements


"$bme.l alright well that settles it. never buy anything optically cheap. buy accelerating top lines in the year's hot sector. never look at price"  
[X Link](https://x.com/taobanker/status/1975479618066129067) [@taobanker](/creator/x/taobanker) 2025-10-07T08:33Z 7970 followers, XXX engagements


"Thank you to everyone who participated in the discussions on IRR math. I'm honestly embarrassed that I was tweeting such silly things but hopefully people learned something. With that said: $UNP X% earnings yield X% growth (2027 street consensus: 8%) XX% IRR What would happen if we bought this"  
[X Link](https://x.com/taobanker/status/1977036439012389371) [@taobanker](/creator/x/taobanker) 2025-10-11T15:39Z 7972 followers, 6234 engagements


"is this the bull case for $cbl"  
[X Link](https://x.com/taobanker/status/1977740845764735312) [@taobanker](/creator/x/taobanker) 2025-10-13T14:18Z 7971 followers, 1821 engagements


"Oh my goodness. I gave the new ChatGPT 5-pro a prompt to write a Taiheiyo Cement memo with a couple dozen lines of rough notes to look for. It fucking nailed the main thesis right off the bat -- not just a turnaround / value trap but a margin expansion story"  
[X Link](https://x.com/taobanker/status/1978132110050288061) [@taobanker](/creator/x/taobanker) 2025-10-14T16:13Z 7971 followers, 1037 engagements


"@teddy_okuyama @CitizenPaul4 New potential Fintwit Japan HQ"  
[X Link](https://x.com/taobanker/status/1980038046431977910) [@taobanker](/creator/x/taobanker) 2025-10-19T22:27Z 7971 followers, XXX engagements


"Leaked Citadel Interview Question: What is the world's highest quality company and why is it Sanrio Corp"  
[X Link](https://x.com/taobanker/status/1980041479469814228) [@taobanker](/creator/x/taobanker) 2025-10-19T22:40Z 7971 followers, XXX engagements


"Shocking to see $BME.L get nuked like this today. There are simply no buyers in the U.K. when times get tough. Crazy thing is that debt to market cap is still only XX% even after shares seppuku'd. You really gotta pencil in a U.K. Great Depression Remix to justify this valuation"  
[X Link](https://x.com/taobanker/status/1980376270463791588) [@taobanker](/creator/x/taobanker) 2025-10-20T20:51Z 7970 followers, 1120 engagements


"Wow $YELP this is worth reading"  
[X Link](https://x.com/taobanker/status/1955651484890398778) [@taobanker](/creator/x/taobanker) 2025-08-13T15:23Z 7975 followers, 2145 engagements


"Is this the only bitcoin balance sheet play that isn't a total scam $ARLP"  
[X Link](https://x.com/taobanker/status/1964049647405522961) [@taobanker](/creator/x/taobanker) 2025-09-05T19:35Z 7975 followers, 1375 engagements


"Shorts ramping (last XX days short interest) 🚨: $PBI XXX% -- XXXX% $ISSC XXX% -- XXX% $BBWI XXX% -- XXX% $SBH XXXX% -- XXXX% $LOVE XXXX% -- XXXX% $CROX XXX% -- XXXX% $MOH XXX% -- XXX% $MTN XXX% -- XXXX% $PTLO XXXX% -- 15.3%"  
[X Link](https://x.com/taobanker/status/1969830769049960748) [@taobanker](/creator/x/taobanker) 2025-09-21T18:27Z 7975 followers, 3129 engagements


"I doubt many people reading this realize that $BBWI has been averaging well over X% share count reduction in the last X years. I wonder if it gets no credit for buybacks simply because $BBBWQ had the same playbook and still went bankrupt. Is this a broken business model or are we buying a compounder for 8x earnings here"  
[X Link](https://x.com/taobanker/status/1973136417581875572) [@taobanker](/creator/x/taobanker) 2025-09-30T21:22Z 7975 followers, 1460 engagements


"Idk who needs to hear this but $PINS is not trading at 20x earnings"  
[X Link](https://x.com/taobanker/status/1974461161551896638) [@taobanker](/creator/x/taobanker) 2025-10-04T13:06Z 7975 followers, 1229 engagements


"$CPB hit with brutal earnings estimate downgrades. This is lower than I ever expected revisions to get. It could be a buy here but I'm more focused on alcohol stocks which should also be immune to SNAP reform as a bonus"  
[X Link](https://x.com/taobanker/status/1975319831017865422) [@taobanker](/creator/x/taobanker) 2025-10-06T21:58Z 7975 followers, 1046 engagements


"$CPB gross margins is an insane bruh moment"  
[X Link](https://x.com/taobanker/status/1976347915083039136) [@taobanker](/creator/x/taobanker) 2025-10-09T18:03Z 7975 followers, 1961 engagements


"This chart of $CPB fwd EBIT estimates is literally insane"  
[X Link](https://x.com/taobanker/status/1976378137857667140) [@taobanker](/creator/x/taobanker) 2025-10-09T20:04Z 7975 followers, 1107 engagements


"It seems like the negative feedback about railroads is simply that their best days of EPS growth are behind them. For investors seeking a bond alternative that's pretty much exactly what you want to hear"  
[X Link](https://x.com/taobanker/status/1978991592980496759) [@taobanker](/creator/x/taobanker) 2025-10-17T01:08Z 7975 followers, 1478 engagements


"@evrgn11112231 Bonds are a tax hellscape.will take a look at $TDG"  
[X Link](https://x.com/taobanker/status/1978992920729354471) [@taobanker](/creator/x/taobanker) 2025-10-17T01:14Z 7974 followers, XXX engagements


"$BME.L can be summarized as follows: TOO BIG & POPULAR TO BE TOO OBVIOUSLY TOO CHEAP FOR TOO LONG The longer something like this stays cheap the more it stinks"  
[X Link](https://x.com/taobanker/status/1980172176159322618) [@taobanker](/creator/x/taobanker) 2025-10-20T07:20Z 7974 followers, 8243 engagements


"$ARLP is looking dirt cheap but most of yall quite simply are not ready for that conversation"  
[X Link](https://x.com/taobanker/status/1980783089954509264) [@taobanker](/creator/x/taobanker) 2025-10-21T23:47Z 7974 followers, XXX engagements


"If investing in magnets works (see $NOPMF) then shouldn't investing in lasers also work Can anyone disprove the above logic $IPGP"  
[X Link](https://x.com/taobanker/status/1955030039256502599) [@taobanker](/creator/x/taobanker) 2025-08-11T22:14Z 7972 followers, 1896 engagements


"$bme.l +11% off the lows.these U.K. opening selloffs get crazy.no buyers due to stamp tax"  
[X Link](https://x.com/taobanker/status/1975523957257261481) [@taobanker](/creator/x/taobanker) 2025-10-07T11:29Z 7972 followers, 1294 engagements


"@evrgn11112231 Sorry bro we're gonna need you to deactivate again for $bme.l to go up again"  
[X Link](https://x.com/taobanker/status/1975699516545507647) [@taobanker](/creator/x/taobanker) 2025-10-07T23:07Z 7972 followers, XXX engagements


"$GFGSF I tweeted about this gold explorer a while back. It has a XX% stake from $AGI and Timothy Stabozs of seekingalpha is a large investor. I've already picked up pretty much as much as I can so have at it"  
[X Link](https://x.com/taobanker/status/1976318431596249311) [@taobanker](/creator/x/taobanker) 2025-10-09T16:06Z 7974 followers, 1811 engagements


"@Investor_NICK_ You been receiving any pushback Can be a tough sell versus $MCD or $YUM. Tell them they need to try the new tendies"  
[X Link](https://x.com/taobanker/status/1976422921804673327) [@taobanker](/creator/x/taobanker) 2025-10-09T23:01Z 7972 followers, XXX engagements


"@evrgn11112231 Hmmm. interesting to hear that coming from you. don't you screen everything for a XX year outlook Is something stopping $UNP from averaging X% EPS growth for the next decade or is that just not cheap enough for you"  
[X Link](https://x.com/taobanker/status/1977082893131563407) [@taobanker](/creator/x/taobanker) 2025-10-11T18:44Z 7973 followers, XXX engagements


"Energy is historically the best stagflation asset class. It's probably time to be plowing back in imo But many e&p are overpriced so idk be selective"  
[X Link](https://x.com/taobanker/status/1977652346021966156) [@taobanker](/creator/x/taobanker) 2025-10-13T08:27Z 7972 followers, 3603 engagements


"Tax shield strategy for high cash allocation investors: - Switch all cash to $BOXX or long-dated box spreads - Take out margin loan and plow proceeds into same - Congratulations you are now deferring all of your interest income and can write off margin expense from STCG"  
[X Link](https://x.com/taobanker/status/1978500547733774668) [@taobanker](/creator/x/taobanker) 2025-10-15T16:37Z 7972 followers, XXX engagements


"Alternative to $BOXX: ITM LEAPs on $unp etc"  
[X Link](https://x.com/taobanker/status/1978502751551144057) [@taobanker](/creator/x/taobanker) 2025-10-15T16:46Z 7972 followers, XXX engagements


"$LOVE is trading for .5x gross profit w/ no debt but most of ya'll aren't ready for that conversation"  
[X Link](https://x.com/taobanker/status/1979592078423130222) [@taobanker](/creator/x/taobanker) 2025-10-18T16:55Z 7974 followers, 1445 engagements


"Five Guys is now a relatively good value because they held their standards at roughly CPI-level inflation while XX% of competition not only deteriorated but also doubled prices. They should make their stores more hospitable and/or invest in better delivery solutions"  
[X Link](https://x.com/taobanker/status/1980416302205530230) [@taobanker](/creator/x/taobanker) 2025-10-20T23:30Z 7974 followers, 1029 engagements


"@strifenjustice tried $wen a few times lately and it was so bad I think the stock may genuinely be uninvestable"  
[X Link](https://x.com/taobanker/status/1980417372516434236) [@taobanker](/creator/x/taobanker) 2025-10-20T23:34Z 7973 followers, XX engagements


"$BBWI has a similar financial profile as $SBH which has nearly doubled and $ODP which has a takeout offer Few understand this"  
[X Link](https://x.com/taobanker/status/1971350411979489490) [@taobanker](/creator/x/taobanker) 2025-09-25T23:05Z 7974 followers, 1001 engagements


"Once again so many spectacular buys coming across my radar. Lots of tough choices. $BBWI trading cheap like $SBH and $ODP were very similar stats before they jumped huge $WEN approaching 10x lowest earnings estimate $MGPI jesus f christ this stock blew up $STWD underrated safety/rates trade"  
[X Link](https://x.com/taobanker/status/1972712610416980089) [@taobanker](/creator/x/taobanker) 2025-09-29T17:18Z 7974 followers, 5567 engagements


"I'm in $BBWI now. Here's what my numbers look like: - -XXX% X year share count CAGR - XXX% dividend - XX% discount to lowest street price target - XXXX% earnings yield - XX% net debt to market cap - Neutral working capital"  
[X Link](https://x.com/taobanker/status/1974191548092068252) [@taobanker](/creator/x/taobanker) 2025-10-03T19:15Z 7974 followers, 3545 engagements


"Imagine if position sizing were as easy as using clothes dryers: I would simply choose "optimum" every single time"  
[X Link](https://x.com/taobanker/status/1978130171925283189) [@taobanker](/creator/x/taobanker) 2025-10-14T16:05Z 7974 followers, XXX engagements


"Real g's remember when $ozk had a similar scare that turned out to be nonsense"  
[X Link](https://x.com/taobanker/status/1979526649797652658) [@taobanker](/creator/x/taobanker) 2025-10-18T12:35Z 7975 followers, 1913 engagements


"@teddy_okuyama @CitizenPaul4 The stock is one Sanrio collab from 5x'ing"  
[X Link](https://x.com/taobanker/status/1980040978330218758) [@taobanker](/creator/x/taobanker) 2025-10-19T22:38Z 7975 followers, XXX engagements


"@Investor_NICK_ are the new tendies memeable"  
[X Link](https://x.com/taobanker/status/1980752257235783940) [@taobanker](/creator/x/taobanker) 2025-10-21T21:45Z 7975 followers, XXX engagements


"@capitalatrisk23 you've been on beast mode brah"  
[X Link](https://x.com/taobanker/status/1980782390650826762) [@taobanker](/creator/x/taobanker) 2025-10-21T23:44Z 7975 followers, XXX engagements


"@optionsly I'm getting into the post scarcity thing Technology has come too far. Turbo doomers are just completely out of line with reality. We're looking at more of a stagflation / dystopian type of issues than an economic collapse We are still in like inning X of a real genuine collapse"  
[X Link](https://x.com/taobanker/status/1980783936671457766) [@taobanker](/creator/x/taobanker) 2025-10-21T23:51Z 7975 followers, XXX engagements


"Almost got really excited about $bmrry $bme.l "overstated depreciation" then realized I was just looking at the absolutely insanity of IFRS cash flow statement. still think the stonk is too cheap but maybe more downgrades are looming"  
[X Link](https://x.com/taobanker/status/1903657673079283822) [@taobanker](/creator/x/taobanker) 2025-03-23T03:58Z 7974 followers, 2235 engagements


"I think I'm gonna yeet $bmrry $bme.l tomorrow this is hk ridiculous"  
[X Link](https://x.com/taobanker/status/1932528926196121779) [@taobanker](/creator/x/taobanker) 2025-06-10T20:02Z 7974 followers, XXX engagements


"$bmrry $bme.l this stock is significantly cheaper than $dg ever was"  
[X Link](https://x.com/taobanker/status/1933633007845584911) [@taobanker](/creator/x/taobanker) 2025-06-13T21:10Z 7974 followers, 1049 engagements


"if investing in magnets worked why wouldn't investing in lasers work please keep replies to XX words or fewer. $nopmf $ipgp"  
[X Link](https://x.com/taobanker/status/1934067727594893377) [@taobanker](/creator/x/taobanker) 2025-06-15T01:57Z 7973 followers, 1814 engagements


"wow $bme.l $bmrry"  
[X Link](https://x.com/taobanker/status/1934657656960037327) [@taobanker](/creator/x/taobanker) 2025-06-16T17:01Z 7974 followers, 1442 engagements


"I think this guy hit the nail on the head. $BME.L $BMRRY already weakened by FTSE XXX boot in december last year posted an inventory build. The market did its classic working capital overreaction. At this price you're legitimately potentially looking at a generational money maker like buying $xom below $40"  
[X Link](https://x.com/taobanker/status/1934668817252405550) [@taobanker](/creator/x/taobanker) 2025-06-16T17:46Z 7974 followers, 7582 engagements


"$ABF.L buying $BME.L is a no brainer It's killing me that I don't get paid millions to dream up m&a deals all day"  
[X Link](https://x.com/taobanker/status/1937639123918922013) [@taobanker](/creator/x/taobanker) 2025-06-24T22:29Z 7973 followers, 1300 engagements


"$bme.l $bmrry what is there to say. it was too obviously cheap right out in the open for too long. I got suckered in here and now I'm getting UK'd"  
[X Link](https://x.com/taobanker/status/1945089515900584427) [@taobanker](/creator/x/taobanker) 2025-07-15T11:54Z 7974 followers, 2811 engagements


"Some ideas for the week ahead: $HENKY $LMT $CRI $AEO"  
[X Link](https://x.com/taobanker/status/1949555641820786927) [@taobanker](/creator/x/taobanker) 2025-07-27T19:41Z 7973 followers, 3129 engagements


"can $cbl management be trusted to make good acquisitions"  
[X Link](https://x.com/taobanker/status/1951814099349963117) [@taobanker](/creator/x/taobanker) 2025-08-03T01:15Z 7973 followers, 1010 engagements


"This is a horribly douchey thing to tweet in the absence of fallen comrade Evergreen but how is it possible that a professional concentrated investor could end up in $BME.L instead of $ABF.L this year Literally a XX% performance difference and the only reason I diversified is that I ran out of risk to add to $ABF.L. Yeah I'm sorry but I'm bragging and also complaining here -- how exactly did I do so well here so easily How did everyone else miss this Will delete this tweet when SPX hits 6900 and $ABF.L plunges XX% on a XX bps margin miss"  
[X Link](https://x.com/taobanker/status/1954934565770076235) [@taobanker](/creator/x/taobanker) 2025-08-11T15:54Z 7973 followers, XXX engagements


"@JPSInvestments I never understood the point of buying that instead of $abf.l or $bme.l"  
[X Link](https://x.com/taobanker/status/1955970066807169395) [@taobanker](/creator/x/taobanker) 2025-08-14T12:29Z 7973 followers, XXX engagements


"What price would you buy $ARLP at I would buy here but I read that they took an absolutely horrible pricing on a recent contract"  
[X Link](https://x.com/taobanker/status/1966198348840620477) [@taobanker](/creator/x/taobanker) 2025-09-11T17:53Z 7973 followers, 1035 engagements


"$NC is the general contractor for $LAC's thacker pass which the government has now confirmed a X% stake in. Few understand this"  
[X Link](https://x.com/taobanker/status/1973154561146888217) [@taobanker](/creator/x/taobanker) 2025-09-30T22:34Z 7974 followers, 2717 engagements


"I knew that shorting $spg was not a great idea. Probably not a terrible idea either if you have good longs -- but there are better shorts"  
[X Link](https://x.com/taobanker/status/1974459241512747270) [@taobanker](/creator/x/taobanker) 2025-10-04T12:59Z 7974 followers, XXX engagements


"$aci brutal selloff.crazy how stocks either go straight up or straight down"  
[X Link](https://x.com/taobanker/status/1975280237308244264) [@taobanker](/creator/x/taobanker) 2025-10-06T19:21Z 7973 followers, 1192 engagements


"$HON: X% earnings yield X% buyback X% growth XX% IRR"  
[X Link](https://x.com/taobanker/status/1976421625957585008) [@taobanker](/creator/x/taobanker) 2025-10-09T22:56Z 7974 followers, 9727 engagements


"It's strange how no one argues that $CMG pricing should be comped with Olive Garden now that it only trades at 36x"  
[X Link](https://x.com/taobanker/status/1976425781590135210) [@taobanker](/creator/x/taobanker) 2025-10-09T23:13Z 7974 followers, 1021 engagements


"$CROX is not a shoe company it is a platform for podiatric expression Few understand this"  
[X Link](https://x.com/taobanker/status/1976625834221064551) [@taobanker](/creator/x/taobanker) 2025-10-10T12:28Z 7974 followers, 10.3K engagements


"Without knowing anything particular about this situation I see the debt loads and the stock prices and it just seems like there's way more downside across the board. That's why I took a break from the TiO2 trade after just a quick shot. Maybe $LYB products have a different situation but China is plowing everyone and valuations are only down like XX% from the peak with massive bloated balance sheets"  
[X Link](https://x.com/taobanker/status/1977034538904617435) [@taobanker](/creator/x/taobanker) 2025-10-11T15:32Z 7974 followers, XXX engagements


"@SaquonCapital what's your fav name waste names are a little more expensive and don't buy back shares at least the ones i follow"  
[X Link](https://x.com/taobanker/status/1977073237776646336) [@taobanker](/creator/x/taobanker) 2025-10-11T18:06Z 7973 followers, XXX engagements


"Limestone barons ASSEMBLE $NC"  
[X Link](https://x.com/taobanker/status/1978115051375480935) [@taobanker](/creator/x/taobanker) 2025-10-14T15:05Z 7974 followers, XXX engagements


"I'm taking it off my watchlist since it's a PFIC but if you're an international investor you should check out UK student housing REIT $UTG.L"  
[X Link](https://x.com/taobanker/status/1979297381519602131) [@taobanker](/creator/x/taobanker) 2025-10-17T21:24Z 7974 followers, XXX engagements


"I saw that $ORR owns $GRUMAB.MX dominant tortilla player and share cannibal trading at 10-12x near term earnings"  
[X Link](https://x.com/taobanker/status/1979552478388728176) [@taobanker](/creator/x/taobanker) 2025-10-18T14:17Z 7973 followers, 6735 engagements


"My hotel quant has been DMing me about $aple confirming my high level suspicions that it is pretty cheap. Triangulated with ChatGPT to get a property-level NAV of $XX per share. Probably good for a trade"  
[X Link](https://x.com/taobanker/status/1980375564868612419) [@taobanker](/creator/x/taobanker) 2025-10-20T20:48Z 7974 followers, 1026 engagements


"$NC steady lads"  
[X Link](https://x.com/taobanker/status/1980434844170743838) [@taobanker](/creator/x/taobanker) 2025-10-21T00:43Z 7974 followers, 1376 engagements


"Updated thoughts on rocks: - Currently own $BZU.MI $GCC.MX $SRC.L and some $5232 - $INTP getting quite cheap - $XXX looking hella cheap can't tell quite what's going on there tho -- seems like they get a lot of government subsidies - Hella fucking pissed off that I missed the big move in $1515 - Looking to buy more $5232 for US exposure"  
[X Link](https://x.com/taobanker/status/1894480804832842068) [@taobanker](/creator/x/taobanker) 2025-02-25T20:13Z 7975 followers, 1262 engagements


"I feel like I'm one of the only people focusing on international listings with significant U.S. revenue: $KNBWY (25%+) $BZU.MI (50%) $GCC.MX (majority) $GRUMAB.MX (majority) $5233.T (majority of income) $BB.PA (30%) $YAMCY (20%+)"  
[X Link](https://x.com/taobanker/status/1940853227857367546) [@taobanker](/creator/x/taobanker) 2025-07-03T19:20Z 7975 followers, 2141 engagements


"I have X% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"  
[X Link](https://x.com/taobanker/status/1947771763871649922) [@taobanker](/creator/x/taobanker) 2025-07-22T21:32Z 7975 followers, 5050 engagements


"@BMarcham40867 I like these ones because they're well managed with significant U.S. revenue so it's like I own rocks domestically + around the world. $BZU.MI $GCC.MX $5233.T Plus $SRC.L is still buyable as a pure play (no cement)"  
[X Link](https://x.com/taobanker/status/1948789356224737715) [@taobanker](/creator/x/taobanker) 2025-07-25T16:56Z 7975 followers, XXX engagements


"$MGNI suing google. Guess who the OG of suing google is if anyone wants to team up with them for fat settlements"  
[X Link](https://x.com/taobanker/status/1967940752782352458) [@taobanker](/creator/x/taobanker) 2025-09-16T13:16Z 7975 followers, 1141 engagements


"I only need X stocks: $BZU.MI $GCC.MX $5233.T Simply own rocks around the world and you'll be fine"  
[X Link](https://x.com/taobanker/status/1974094902289182868) [@taobanker](/creator/x/taobanker) 2025-10-03T12:51Z 7975 followers, 1042 engagements


"I'm spending a few minutes looking into this and it's just incredible what's going on in Japan. This is like the best shovel and garden tools company in the world and it's a $10mm market cap with a 60%+ public float. flat rev for 20+ years and X% ebitda margins lmao"  
[X Link](https://x.com/taobanker/status/1979932906383356173) [@taobanker](/creator/x/taobanker) 2025-10-19T15:29Z 7974 followers, 67K engagements


"@iBladesi hahah $wen makes me nervous im ngl aren't you all about the mortgage REITs team $stwd needs you @freecathflow tho i'm currently sold out of shares tbh"  
[X Link](https://x.com/taobanker/status/1980418211691876699) [@taobanker](/creator/x/taobanker) 2025-10-20T23:37Z 7975 followers, XXX engagements


"@stockgutter how does that provide cover for selling $smr"  
[X Link](https://x.com/taobanker/status/1980603458043433421) [@taobanker](/creator/x/taobanker) 2025-10-21T11:53Z 7975 followers, XXX engagements


"I would love price targets to buy $unp and $cni"  
[X Link](https://x.com/taobanker/status/1980647628787605544) [@taobanker](/creator/x/taobanker) 2025-10-21T14:49Z 7974 followers, XXX engagements


"also lol i just realized your name i literally singularity research. I may need to subscribe on that alone"  
[X Link](https://x.com/taobanker/status/1980721027916378229) [@taobanker](/creator/x/taobanker) 2025-10-21T19:41Z 7974 followers, XXX engagements


"Wow. I just noticed $ANF bouncing off XX week low. The stats here are insane. Prob my top retail idea now: Look at these stats: - XX% net cash - 6x-8x earnings estimates - XX% discount to lowest street price target - Avg'd XXX% share count reduction last X years"  
[X Link](https://x.com/taobanker/status/1980753125179900312) [@taobanker](/creator/x/taobanker) 2025-10-21T21:48Z 7974 followers, 2379 engagements


"$LULU one of the most frustrating parts about investing in turnarounds/value traps these days is that the "catalyst" is often a street upgrade like what the hell man scalpavelli's words weren't good enough for the market to buy into"  
[X Link](https://x.com/taobanker/status/1980796441657503916) [@taobanker](/creator/x/taobanker) 2025-10-22T00:40Z 7974 followers, 1552 engagements


"Just refreshed the rock tracker. Not much has changed in terms of the top picks. In my opinion $5233 $GCC.MX and $BZU.MI are the blue chips. $LOMA is interesting but look at it side by side with $GCC.MX and it's just like why take that risk"  
[X Link](https://x.com/taobanker/status/1980885333953986924) [@taobanker](/creator/x/taobanker) 2025-10-22T06:34Z 7974 followers, XXX engagements