# ![@valuations_ Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::730764444775661572.png) @valuations_ Valuations

Valuations posts on X about $nke, ai, stocks, $jack the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::730764444775661572/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::730764444775661572/c:line/m:interactions.svg)

- [--] Week [-------] -22%
- [--] Month [-------] -66%
- [--] Months [---------] +187%
- [--] Year [---------] +142%

### Mentions: [--] [#](/creator/twitter::730764444775661572/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::730764444775661572/c:line/m:posts_active.svg)

- [--] Month [---] -26%
- [--] Months [---] +165%
- [--] Year [---] +118%

### Followers: [------] [#](/creator/twitter::730764444775661572/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::730764444775661572/c:line/m:followers.svg)

- [--] Week [------] +0.29%
- [--] Month [------] +1.80%
- [--] Months [------] +8.30%
- [--] Year [------] +16%

### CreatorRank: [-------] [#](/creator/twitter::730764444775661572/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::730764444775661572/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$nke](/topic/$nke), [ai](/topic/ai), [stocks](/topic/stocks), [$jack](/topic/$jack), [meta](/topic/meta), [$ttwo](/topic/$ttwo) #27, [inflation](/topic/inflation), [if you](/topic/if-you), [future](/topic/future), [$meta](/topic/$meta)

**Top accounts mentioned or mentioned by**
[@waterworldcapi1](/creator/undefined) [@defiantclient2](/creator/undefined) [@astspacemobile](/creator/undefined) [@spacanpanman](/creator/undefined) [@thekookreport](/creator/undefined) [@bios4l](/creator/undefined) [@altact9253](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@kingtutcap](/creator/undefined) [@innocencecapit1](/creator/undefined) [@rebrandasy](/creator/undefined) [@pekwat](/creator/undefined) [@hackcelerity](/creator/undefined) [@scroogecapital](/creator/undefined) [@capzay](/creator/undefined) [@operationatm](/creator/undefined) [@buccocapital](/creator/undefined) [@dummycapital](/creator/undefined) [@premarks](/creator/undefined) [@danielsingers](/creator/undefined)

**Top assets mentioned**
[Nike Inc (NKE)](/topic/$nke) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Metadium (META)](/topic/$meta) [First Advantage Corporation (FA)](/topic/$fa) [DisChain (DIS)](/topic/$dis) [Adobe, Inc. (ADBE)](/topic/$adbe) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [British American Tobacco (BTI)](/topic/$bti) [Decentral Games (DG)](/topic/$dg) [Hershey Co (HSY)](/topic/$hsy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Hanesbrands Inc. (HBI)](/topic/$hbi) [Tesla, Inc. (TSLA)](/topic/$tsla) [Lamb Weston Holdings Inc (LW)](/topic/$lw) [Philip Morris International Inc. (PM)](/topic/$pm) [Crocs, Inc. (CROX)](/topic/$crox) [Netflix Inc (NFLX)](/topic/$nflx) [Hasbro, Inc. (HAS)](/topic/$has) [VF Corp (VFC)](/topic/$vfc) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Five Below, Inc. (FIVE)](/topic/$five) [Starbucks Corporation (SBUX)](/topic/$sbux) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [McDonald's Corp (MCD)](/topic/$mcd) [CVS Health Corp (CVS)](/topic/$cvs) [Signet Jewelers Limited (SIG)](/topic/$sig) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Match Group Inc (MTCH)](/topic/$mtch) [Carvana Co. (CVNA)](/topic/$cvna) [Mario Coin (COIN)](/topic/$coin) [Strategy (MSTR)](/topic/$mstr) [Diageo plc (DEO)](/topic/$deo) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [WEN Token (WEN)](/topic/$wen) [Pinterest, Inc. (PINS)](/topic/$pins) [GameStop, Corp. (GME)](/topic/$gme) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Roblox Corp. (RBLX)](/topic/$rblx) [Etsy Inc (ETSY)](/topic/$etsy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Question for the abyss Whats an Argentinian equity that generates most of its revenue from developed nations Theres a cash prize involved in you can find it/them and buy today after the MSCI news"  
[X Link](https://x.com/valuations_/status/1408462648543387648)  2021-06-25T16:30Z 17.6K followers, [--] engagements


"Anyone have a reasonable explanation for $CAR Growth is flat for last five years (before covid). 8% operating margin. +900% since march [----] lows. WFH and business travel headwinds. Purely macro influences on the auto market"  
[X Link](https://x.com/valuations_/status/1441056410842718208)  2021-09-23T15:06Z 16.6K followers, [--] engagements


"Anyone have strong opinions about $MLHR Has sold off -25% since the $KNL acquisition. Did they overpay H/T @Post_Market who nailed this call last year"  
[X Link](https://x.com/valuations_/status/1446114696839385098)  2021-10-07T14:06Z 17.7K followers, [--] engagements


"Take-Two Interactive Software Inc. Mobile Monster In The Making My first attempt at a Substack. $TTWO https://valuations.substack.com/p/take-two https://valuations.substack.com/p/take-two"  
[X Link](https://x.com/valuations_/status/1600500334132092930)  2022-12-07T14:39Z 16.6K followers, [--] engagements


"I like $RBLX clearly not a fad potential of the engine/platform is misunderstood. Growth in older age cohorts always my primary focus. That being said the idea that its worth 35% more than $TTWO is ludicrous"  
[X Link](https://x.com/valuations_/status/1626212934685982720)  2023-02-16T13:32Z 16.5K followers, 10.8K engagements


"When did the $MCD demographic shift to six-figure cool dad rocking Lulu chinos"  
[X Link](https://x.com/valuations_/status/1648401661399027712)  2023-04-18T19:02Z 17K followers, [----] engagements


"@InnocenceCapit1 @lhamtil Buy $CVS and stop crying"  
[X Link](https://x.com/valuations_/status/1659619810249150464)  2023-05-19T17:59Z 12.7K followers, [--] engagements


"Why is $DIS not a decent long here (If you have a strong political leaning in either direction please recuse yourself from responding)"  
[X Link](https://x.com/valuations_/status/1661793018691870720)  2023-05-25T18:00Z 12.4K followers, 60.4K engagements


"@ShortSightedCap $SIG $PYPL"  
[X Link](https://x.com/valuations_/status/1663604098401435648)  2023-05-30T17:51Z 12.5K followers, [--] engagements


"@DevinLaSarre Someone plz inform the market that this is bullish for $BTI and $PM"  
[X Link](https://x.com/valuations_/status/1663934559870943232)  2023-05-31T15:44Z 12.4K followers, [--] engagements


"Think $DIS will have a much easier time outperforming expectations from here"  
[X Link](https://x.com/valuations_/status/1666497956009107460)  2023-06-07T17:30Z 12.6K followers, [--] engagements


"Seems like $ABNB could be a great short *if* one is expecting recession: -Top line deceleration as travel cools -Rates get cut and bottom line implodes (1/3 of Q2 net income is interest income) -Second homes bought during covid hit the market and active listings recede"  
[X Link](https://x.com/valuations_/status/1691176437192232962)  2023-08-14T19:54Z 12.6K followers, [----] engagements


"@RomanSPQR Thinking about the past [---] years its been ideal conditions: -Remote work -Pent up travel demand -Low hurdle for second home hosts -Now higher rates boosting income while hosts have locked in [--] year fixed Now: -RTO -Travel slowing -Higher hurdle -Rates (maybe) peaked"  
[X Link](https://x.com/valuations_/status/1691239806674907140)  2023-08-15T00:06Z 12.7K followers, [--] engagements


"@RomanSPQR So I guess my question is why should we expect $ABNB results to outpace the already lofty expectations Rents come down those long term stays will wane too. And second homes will get sold if unemployment ticks up"  
[X Link](https://x.com/valuations_/status/1691240244207923208)  2023-08-15T00:07Z 12.5K followers, [---] engagements


"Say $PYPL set up is just like $META one more time. I dare you"  
[X Link](https://x.com/valuations_/status/1691489708432646144)  2023-08-15T16:39Z 17.1K followers, 45.6K engagements


"Speaking of $META this very precise analysis from [--] days ago has aged like fine milk"  
[X Link](https://x.com/valuations_/status/1691493900589154304)  2023-08-15T16:55Z 12.7K followers, [----] engagements


"@JigsawCap @WaterworldCapi1 @rebrandTBD @Frazier_Cap Market is absorbing the fact that Braintree is the growth engine panicking about margins while overestimating ApplePay/FedNow risk (bigger risk is probably competitors like Wise). Sentiment will reverse once margins have stabilized imo. Chriss cutting SBC should be a day [--] move"  
[X Link](https://x.com/valuations_/status/1691548418135752704)  2023-08-15T20:32Z 12.7K followers, [---] engagements


"@JigsawCap @WaterworldCapi1 @rebrandTBD @Frazier_Cap From EV perspective $PYPL is cheaper on pretty much every metric"  
[X Link](https://x.com/valuations_/status/1691569470261878858)  2023-08-15T21:56Z 12.6K followers, [---] engagements


"@kingdomcapadv Absolutely. And I still think the market value of $CMG is still wildly optimistic. But Im willing to bet Cavas results will fizzle as they tap the best costal locations and regardless of longer-term there will be sellers on lock up expiry"  
[X Link](https://x.com/valuations_/status/1691798219251151227)  2023-08-16T13:05Z 12.6K followers, [----] engagements


"$CVS getting rekt on Blue Shield CA dropping their PBM deal for some vague arrangement w/ Amazon and Cost Plus Drugs. Risk is other insurers follow suit. Cant help but want to fade anything Mark Cuban is involved in"  
[X Link](https://x.com/valuations_/status/1692159934581084370)  2023-08-17T13:02Z 12.7K followers, 16.9K engagements


"Expecting vol to keep getting bid/downside pressure into Jackson hole then Jays gonna rattle his boom-stick and swear hell keep hiking if you make him then the market pops anyway as hedges get closed. After that settles well get a better sense of direction"  
[X Link](https://x.com/valuations_/status/1692186480016552113)  2023-08-17T14:47Z 12.7K followers, [----] engagements


"CEO of $LOW sees housing supply constraints and inability to refi as bullish for home improvement 🤔"  
[X Link](https://x.com/valuations_/status/1694000214317969725)  2023-08-22T14:54Z 16K followers, [----] engagements


"@InnocenceCapit1 Massive pull forward in DIY from 2020-22 doubled the LIRA estimates over that period. Finally starting to tail off. Agree on project size mgmt cited pullback on big ticket. Most avoid large renovation during occupancy so idea of low fixed rates as a tailwind doesnt add up"  
[X Link](https://x.com/valuations_/status/1694059298735956109)  2023-08-22T18:49Z 12.5K followers, [---] engagements


"Someone plz give me the $STLA bear case. Why cant I just pair this one-to-one against any other automaker"  
[X Link](https://x.com/valuations_/status/1696650581400789143)  2023-08-29T22:26Z 12.4K followers, [----] engagements


"Decided Im not a let your winners run investor I have a take profits and move on personality. Base hits home runs"  
[X Link](https://x.com/valuations_/status/1697285525881942217)  2023-08-31T16:29Z 12.4K followers, 17.4K engagements


"@InnocenceCapit1 The true secret of the #neversell gang is theyd never owe taxes anyway because they buy story stocks at the top and dont have any gains to realize"  
[X Link](https://x.com/valuations_/status/1697309216455929958)  2023-08-31T18:03Z 12.6K followers, [---] engagements


"@Rebrand_As_Y Gonna short $CROX and long $RCL if I see these ugly ass shower shoes on my timeline again"  
[X Link](https://x.com/valuations_/status/1698126090894819764)  2023-09-03T00:09Z 12.7K followers, [---] engagements


"Is Twitter worth zero dollars now Because Elmo definitely destroyed the first half"  
[X Link](https://x.com/valuations_/status/1698841855839080787)  2023-09-04T23:33Z 12.6K followers, [----] engagements


"@cap_zay I think $DG is more of a compounder bro name but getting close. 17x still too pricey for the trash pandas"  
[X Link](https://x.com/valuations_/status/1699167028098281823)  2023-09-05T21:06Z 12.4K followers, [---] engagements


"Im willing to bet $SPWH (down 22% AH) shows up on Michael Burrys next 13F. Not an endorsement he just loves this shitco"  
[X Link](https://x.com/valuations_/status/1699529730440237382)  2023-09-06T21:07Z 12.6K followers, [----] engagements


"@NiceQuarterGuys @Rebrand_As_Y And I bought the dip on the downgrade this morning so its a guaranteed zero"  
[X Link](https://x.com/valuations_/status/1699825184767910083)  2023-09-07T16:41Z 12.7K followers, [---] engagements


"@WaterworldCapi1 $MGM is a good pair for your $CCL short"  
[X Link](https://x.com/valuations_/status/1700222229441818773)  2023-09-08T18:59Z 12.7K followers, [---] engagements


"@WaterworldCapi1 They do have a lot of Macau exposure that being said Technical analysis is a figment of the markets collective imagination"  
[X Link](https://x.com/valuations_/status/1700225302033740220)  2023-09-08T19:11Z 12.6K followers, [---] engagements


"@FredEarle4 @kingdomcapadv @danielsharriman @stoked_on_waves Its 1000% a shitco. Most of the debt is leases but no telling when anything will improve. Substantial risk of insolvency but 3x upside if someone can manage it"  
[X Link](https://x.com/valuations_/status/1700250352153702750)  2023-09-08T20:50Z 12.5K followers, [--] engagements


"@InnocenceCapit1 @TheGarpInvestor Estimates are too low going to do $8 EPS in [--] at 15x thats $120. DTC inflecting a megacap will overpay for ESPN. Probably dump some linear assets lighten up the debt load and w/ DTC profitable CNBC will be sucking off Iger and asking why it doesnt trade at 30x fw like NFLX"  
[X Link](https://x.com/anyuser/status/1700583079004578004)  2023-09-09T18:52Z [--] followers, [---] engagements


"@Rebrand_As_Y I disagree the league was less talented just different pre-hand check rule removal. Talent more skewed to defense and bigs"  
[X Link](https://x.com/valuations_/status/1700704092350476670)  2023-09-10T02:53Z 12.4K followers, [---] engagements


"@Rebrand_As_Y [--] yr age limit now. Moses Malone Garnett Kobe etc all started earlier. Sports medicine has evolved so injuries caught earlier so I agree careers probably average longer now. Influx of Euro players is a product of rule change to favor offense. Theyd get bullied in the 80s/90s"  
[X Link](https://x.com/valuations_/status/1700710630439981295)  2023-09-10T03:19Z 12.4K followers, [---] engagements


"@WaterworldCapi1 Tesla has spent $9B on R&D since [----]. $GM spent $10B on R&D in [----] alone"  
[X Link](https://x.com/valuations_/status/1701274349532225971)  2023-09-11T16:39Z 12.5K followers, [---] engagements


"Barclays expects the $RTX recall to cost roughly $7B. Since the profit warning theyve shed $19B of market cap"  
[X Link](https://x.com/valuations_/status/1701615027546198414)  2023-09-12T15:13Z 12.7K followers, [----] engagements


"Me in a quiet theater whispering to the person next to me: Technical analysis isnt reliable I cant believe these people have jobs"  
[X Link](https://x.com/valuations_/status/1701637312634052707)  2023-09-12T16:42Z 12.4K followers, [----] engagements


"@tr8derz Inverters getting commoditized. $ENPH tech is harder to replicate but NEM [---] just crushed California demand when rates were already killing it. Now you need a battery (minimum $10k). Gonna be a rough couple quarters"  
[X Link](https://x.com/valuations_/status/1701669780972003610)  2023-09-12T18:51Z 12.6K followers, [---] engagements


"I think $XYL might be a short"  
[X Link](https://x.com/valuations_/status/1701678631725220250)  2023-09-12T19:26Z 16.9K followers, [----] engagements


"Solid write up on $MTCH. George is a very sharp analyst"  
[X Link](https://x.com/valuations_/status/1701970552267723003)  2023-09-13T14:46Z 12.4K followers, [----] engagements


"@FLinvestor_ @Rebrand_As_Y Im just not equipped to evaluate the quality of the identity biz. Was always a delisting trade for me and most of that has played out"  
[X Link](https://x.com/valuations_/status/1702433960243122381)  2023-09-14T21:27Z 12.5K followers, [---] engagements


"@kingdomcapadv I still think $SIG has a lot of upside and is high beta so one can probably buy 20% lower again just depending on how RUT trades. Citigroup $C trades at a 50% discount to TBV. $1B in buybacks last Q and 5% dividend. Less risk than regionals if you expect the Fed to cut in [--] mo"  
[X Link](https://x.com/valuations_/status/1702504131150450840)  2023-09-15T02:06Z 12.7K followers, [---] engagements


"@buccocapital IDK this is pretty on brand for Musk"  
[X Link](https://x.com/valuations_/status/1702746558486421829)  2023-09-15T18:09Z 12.7K followers, [---] engagements


"@stoked_on_waves @kingdomcapadv Agree theres very little risk for them from higher rates but will to be it pops 15-20% on rate cuts because headline driven algos rule the market now"  
[X Link](https://x.com/valuations_/status/1702757745919926601)  2023-09-15T18:54Z 12.4K followers, [--] engagements


"@Alex__Pitti @ValueIdeaLog I was talking about $DG because Im a narcissist and have been looking at it so I assume everyone is talking about the thing Im interested in. But now that you mention it OP could be referring to Adyen or many others"  
[X Link](https://x.com/valuations_/status/1703804927435587987)  2023-09-18T16:15Z 12.7K followers, [---] engagements


"@Rebrand_As_Y Seems like its been too short of a window to call this definitive. Hell of a trade but dont think Jason DeBolts home sale will have a happy ending. Why is the index fund argument weak Especially for HF that dont seem to offer meaningful outperformance in downturns"  
[X Link](https://x.com/valuations_/status/1703811810850382159)  2023-09-18T16:42Z 12.7K followers, [---] engagements


"Anyone know which insurance company is about to get a shotgun blast through its bottom line from this $MGM hack"  
[X Link](https://x.com/valuations_/status/1704163830656635113)  2023-09-19T16:01Z 12.7K followers, [----] engagements


"I see some appealing aspects to $MCW at its current price but on what planet is this VIC author getting 20% ROIC Can someone explain this Genuinely confused here"  
[X Link](https://x.com/valuations_/status/1704182255286157478)  2023-09-19T17:14Z 12.7K followers, [----] engagements


"@ShitFund Hes right tho. Like the price of $BRK.B is an incredible value compared to investing in Semper Augustus to own the same things + some hot threads explaining why Cathie Wood is bad at math"  
[X Link](https://x.com/valuations_/status/1704834914959642942)  2023-09-21T12:28Z 12.7K followers, [---] engagements


"He knows the US cant service its debt at 5.5%. He knows grocery prices are coming down and $KR missed because of deflation on top of deflation. Yet hes using his large platform to convince you rates are going higher. I believe that long-term rates e.g 30-year rates will rise further from here. As such we remain short bonds through the ownership of swaptions. The world is a structurally different place than it was. The peace dividend is no more. The long-term deflationary effects of I believe that long-term rates e.g 30-year rates will rise further from here. As such we remain short bonds"  
[X Link](https://x.com/valuations_/status/1705201259777777926)  2023-09-22T12:43Z 16K followers, 11.6K engagements


"Energy bulls love to remind you how fossil fuels are responsible for our current quality of life yet never seem to be interested in improving upon it. Wonder why"  
[X Link](https://x.com/valuations_/status/1705569944325529862)  2023-09-23T13:08Z 12.4K followers, [----] engagements


"@FishtownCap @theyhatemetoo @ChrisRinvesting Yes hypotheses get tested and theories get refined over time. If you dont believe carbon emissions are changing the climate this conversation is probably moot to be honest we might as well argue about vaccines"  
[X Link](https://x.com/valuations_/status/1705634352816873472)  2023-09-23T17:24Z 12.7K followers, [--] engagements


"People mad that some schlub from New England yoloed his way to retirement and entertainment media capitalized on the false David v Goliath narrative. Meanwhile:"  
[X Link](https://x.com/valuations_/status/1706327508264919116)  2023-09-25T15:19Z 12.4K followers, [--] engagements


"Has anyone said the $DG set up is just like $META yet"  
[X Link](https://x.com/valuations_/status/1707387912722301425)  2023-09-28T13:32Z 16.6K followers, 25.6K engagements


"@WaterworldCapi1 $OPEN is the first that comes to mind. Broken business model (maybe the dumbest idea of all time). But so bombed out and feels like the trashiest names are about to have a year end fiesta so not something Id look to short right now"  
[X Link](https://x.com/valuations_/status/1707473247804260740)  2023-09-28T19:12Z 12.5K followers, [---] engagements


"@WaterworldCapi1 $PM is the only mega cap that will still exist [---] years from now. #Few"  
[X Link](https://x.com/valuations_/status/1707886112591802465)  2023-09-29T22:32Z 12.5K followers, [---] engagements


"Xitter going public via the Ackman SPARC feels like both the worst possible and most appropriate outcome. Cant wait to get long this dumpster fire that will no doubt 10x on its way to zero"  
[X Link](https://x.com/valuations_/status/1708488257636602171)  2023-10-01T14:25Z 12.6K followers, [----] engagements


"@FishtownCap Fed doesnt really set rates they set overnight rates for banks (FFR) but theyre always behind markets and FFR link to short term rates is pretty weak. Long end is sensitive to weak growth so I doubt hes still got the trade on if he believes the economy is slowing"  
[X Link](https://x.com/valuations_/status/1708899599166161065)  2023-10-02T17:39Z 12.6K followers, [---] engagements


"@realKunalAShah Possible but is it probable Id argue its unlikely"  
[X Link](https://x.com/valuations_/status/1708923674110414962)  2023-10-02T19:15Z 12.5K followers, [---] engagements


"@InnocenceCapit1 No brainers rarely exist. $DG certainly not one. Agree on growth but will still be HSD. Consumables now 81% of revenue up from 77% in [----]. Meh. Think theyll clear inventory and the current reports of DGs death will prove to be greatly exaggerated"  
[X Link](https://x.com/valuations_/status/1709025464889815370)  2023-10-03T01:59Z 12.7K followers, [---] engagements


"90% of my feed is talking about the yield curve. Rates have peaked"  
[X Link](https://x.com/valuations_/status/1709205189050449956)  2023-10-03T13:54Z 12.4K followers, 15.2K engagements


"The S&P [---] is down like 30%. BUY STOCKS"  
[X Link](https://x.com/valuations_/status/1709395997175275557)  2023-10-04T02:32Z 12.7K followers, 15.7K engagements


"Especially true for consumer discretionary with clean BS or enough cash flow to pay down debt. Either the consumer is strong and these stocks are way too cheap or yields are wrong and need to come down. Reality is probably somewhere in the middle"  
[X Link](https://x.com/valuations_/status/1709580840597061745)  2023-10-04T14:46Z 12.6K followers, [----] engagements


"Can I tell you a secret Inflation is cooling and people are employed. When people are employed they have money to spend. Thats good for stocks.* *exception being large purchases that require a lot of borrowed money"  
[X Link](https://x.com/valuations_/status/1710275729785864241)  2023-10-06T12:48Z 12.4K followers, [----] engagements


"Lots of people going to lose their minds when markets close green today"  
[X Link](https://x.com/valuations_/status/1710288498136408192)  2023-10-06T13:38Z 12.5K followers, 11.9K engagements


"@WaterworldCapi1 Was a bullish outcome. Positioning Options flow Vol compression Strong economy H4L (Fed is done) Might get a shakeout on gov shutdown risk otherwise time to get looong"  
[X Link](https://x.com/valuations_/status/1710325295126090025)  2023-10-06T16:05Z 12.4K followers, [---] engagements


"Bottom is in for $DIS. CC: @InnocenceCapit1 GLPs are raining from the sky no one will ever eat at Dominos again time to join the house of mouse"  
[X Link](https://x.com/valuations_/status/1710362029201191040)  2023-10-06T18:30Z 16K followers, 12.4K engagements


"Gotta love $DIS catching a bid because an octogenarian is averaging down and reigniting a proxy fight he already lost once. Markets are so stupid sometimes. (Not a complaint)"  
[X Link](https://x.com/valuations_/status/1711460644145553650)  2023-10-09T19:16Z 12.4K followers, [----] engagements


"*Defense stocks getting bid today is even dumber"  
[X Link](https://x.com/valuations_/status/1711460875557888460)  2023-10-09T19:17Z 12.6K followers, [---] engagements


"@inner_scorecard @UpslopeCapital Sure it increased somewhat. But does that increase make $LMT equity worth an additional $10B"  
[X Link](https://x.com/valuations_/status/1711470377023803602)  2023-10-09T19:55Z 12.4K followers, [---] engagements


"Combination of GLP-1 and nicotine synergistically reverses obesity and metabolic defects. For the ozempic is going to kill $BTI $PM tin foil hatters"  
[X Link](https://x.com/valuations_/status/1711527064237637848)  2023-10-09T23:40Z 12.7K followers, [----] engagements


"Can Ozempic help me stop overtrading"  
[X Link](https://x.com/valuations_/status/1712543262496665943)  2023-10-12T18:58Z 12.6K followers, [----] engagements


"Once the great rotation begins all that money hiding in mega cap tech is going straight into your illiquid no growth small cap value stock"  
[X Link](https://x.com/valuations_/status/1712598419460735253)  2023-10-12T22:37Z 12.5K followers, [----] engagements


"@OHare888 You know whatll get bid shit like $ETSY"  
[X Link](https://x.com/valuations_/status/1712601414743298506)  2023-10-12T22:49Z 12.4K followers, [----] engagements


"Todd Vasos pulling a Bob Iger except $DG is a simple business without any segments in terminal decline so he can just swoop in and take credit for the inevitable rebound. Love to see it"  
[X Link](https://x.com/valuations_/status/1712826719454064666)  2023-10-13T13:44Z 12.6K followers, [----] engagements


"Upper middle income soccer moms doing just fine. $ETSY probably a double in the next [--] months"  
[X Link](https://x.com/valuations_/status/1712894296272392651)  2023-10-13T18:13Z 12.5K followers, [----] engagements


"Themes to fade through 2024: WW3 Temu & Shein Impact of GLP-1 [--] year at 5% AI (98% of recently cited use cases) He who Musk not be named"  
[X Link](https://x.com/valuations_/status/1713232758431232359)  2023-10-14T16:38Z 12.7K followers, 39.5K engagements


"Mid-to-high teens FCF yield"  
[X Link](https://x.com/valuations_/status/1713967374167359596)  2023-10-16T17:17Z 12.6K followers, [----] engagements


"Is anything more painful than getting rekt by a short capitulating then watching it tank a month later"  
[X Link](https://x.com/valuations_/status/1714716939036356865)  2023-10-18T18:55Z 12.4K followers, 12.5K engagements


"@stoked_on_waves Wont matter dont need to hold to maturity. Fed is done. Have to think inflation is going to reignite to see any real downside"  
[X Link](https://x.com/valuations_/status/1715051605861757169)  2023-10-19T17:05Z 12.4K followers, [--] engagements


"@WaterworldCapi1 Everyone hates banks (justified) but $C given restructuring at [---] TBV & [---] P/E (-30% [--] year avg) is too cheap $DVA at 10x forward huge overreaction to GLP-1 impact. Share count down 50% in the last five years $MGM 12x fwd crushed on the hack. BetMGM + Japan = EPS growth"  
[X Link](https://x.com/valuations_/status/1716115774996357325)  2023-10-22T15:34Z 12.7K followers, [---] engagements


"@WaterworldCapi1 *P/E not really the right metric for MGM tbf. $ETSY looks cheap on FCF probably a buy if it gets puked on earnings Agree w/ you on $EXPE Im back on the bandwagon And I know you love $CROX. Not a fad 😘. $BIRK probably a buy under $30"  
[X Link](https://x.com/valuations_/status/1716116530403111291)  2023-10-22T15:37Z 12.6K followers, [---] engagements


"@WaterworldCapi1 Those are mostly my GARP traps. These are my value trap longs: $STLA $NTDOY $SIG $HAS $LOCO $BTI"  
[X Link](https://x.com/valuations_/status/1716212416810451040)  2023-10-22T21:58Z 12.4K followers, [---] engagements


"@WaterworldCapi1 I like $MAT too definitely cleaner but think $HAS IP is more valuable and eOne created a lot of hair thats getting dealt with which offers more upside. God loves ugly"  
[X Link](https://x.com/valuations_/status/1716233377869971877)  2023-10-22T23:21Z 12.4K followers, [---] engagements


"B*tcoin ETF hoopla setting up some great shorts. Sell the news"  
[X Link](https://x.com/valuations_/status/1716837744415289596)  2023-10-24T15:23Z 12.4K followers, [----] engagements


"@WaterworldCapi1 Dont forget $MARA and $RIOT. As soon as $ENVX solves clean energy they will print a ton of cash mining digital terrorist tokens"  
[X Link](https://x.com/valuations_/status/1716843398081221085)  2023-10-24T15:45Z 12.4K followers, [---] engagements


"I dont know who needs to hear this but the market isnt crashing. Just the trashiest names. Almost everything else you couldve bought at todays price three or four different times in the last few months"  
[X Link](https://x.com/valuations_/status/1717268996863742172)  2023-10-25T19:56Z 12.9K followers, [----] engagements


"@WaterworldCapi1 Double beat and raised guidance SELL IT NOW"  
[X Link](https://x.com/valuations_/status/1717285305274024437)  2023-10-25T21:01Z 12.6K followers, [---] engagements


"@WaterworldCapi1 Question is does this mean $HAS is gonna pop once they whiff estimates 🤔"  
[X Link](https://x.com/valuations_/status/1717285720392646919)  2023-10-25T21:03Z 12.5K followers, [---] engagements


"@akramsrazor @Crussian17 I have a hard time seeing other big hits coming from their IP. Lots of notes over-extrapolating. The vision of Greta Gerwig + star power of Robbie/Gosling made this a hit. Oppenheimer release helped meme it. Alter the recipe even slightly and it wouldve been a nothingburger"  
[X Link](https://x.com/valuations_/status/1717320503336263694)  2023-10-25T23:21Z 12.4K followers, [---] engagements


"@WaterworldCapi1 @UteRaptor Yeah I appreciate the heads up. Im just glad $MAT reported first. Sold $HAS when I saw the reaction. Shouldve dumped it at $70 a month ago smh"  
[X Link](https://x.com/valuations_/status/1717516762542133398)  2023-10-26T12:21Z 12.6K followers, [---] engagements


"Im sorry Doomers but people are way too bearish given the economic data"  
[X Link](https://x.com/valuations_/status/1717524194970480753)  2023-10-26T12:50Z 12.5K followers, [----] engagements


"@pekwat Not really what I meant yesterday. A lot of stuff is cheap. Tweet was in reference to people losing their minds because stuff like Uber was down 5% (despite being up 60% ytd) and MTCH is down 25% in a month but still +15% since May. But agree some pockets seeing real pain"  
[X Link](https://x.com/valuations_/status/1717580921119928506)  2023-10-26T16:36Z 12.4K followers, [---] engagements


"Dont overcomplicate things. Puru is bearish"  
[X Link](https://x.com/valuations_/status/1717964110313435368)  2023-10-27T17:58Z 12.4K followers, [----] engagements


"@hackcelerity @scroogecapital Id argue tightening hasnt had much of an effect and we nowhere close to pricing in a depression. I see deteriorating earnings as a result of a receding fiscal tidal wave and stocks have been moving on fundamentals for the first time in years. Many outside mag [--] have done ok"  
[X Link](https://x.com/valuations_/status/1718263381562671488)  2023-10-28T13:48Z 12.4K followers, [---] engagements


"@scroogecapital @hackcelerity I think at least three of these make sense. Cant anchor to bubble prices of [----]. MTCH and PYPL make much more sense today. Maybe theyre cheap. Maybe theyre still expensive. BAC of course impacted by HTM and cant say I follow PRFT"  
[X Link](https://x.com/valuations_/status/1718279165563338895)  2023-10-28T14:50Z 12.4K followers, [---] engagements


"@scroogecapital @hackcelerity Just noticed the rest of the thread. I wont bore with point by point but none of that looks crazy or extreme to me. All idiosyncratic. Lots of boom and bust. Some stuff that had been expensive because of EPS and rev growth that ground to a halt or reversed"  
[X Link](https://x.com/valuations_/status/1718280585528193205)  2023-10-28T14:56Z 12.4K followers, [---] engagements


"@scroogecapital @hackcelerity Even something like $HAS counterpoint would be $MAT has been fine. Or even video game Cos in comparison. I think Hasbro is interesting today. I went long when it hit this price earlier this year and nearly round tripped it. Not sure the set up today is much different"  
[X Link](https://x.com/valuations_/status/1718281403929133495)  2023-10-28T14:59Z 12.6K followers, [---] engagements


"@BluthCapital @scroogecapital @hackcelerity Im long but think theres a lot more to it than that. Still perceived as cyclical/hit driven at peak Switch until proven otherwise. Same for Japanese corporate culture $TTWO is up 30%. Its all relative"  
[X Link](https://x.com/valuations_/status/1718307837150200107)  2023-10-28T16:44Z 12.5K followers, [---] engagements


"@BluthCapital @scroogecapital @hackcelerity The movie wasnt a huge impact to bottom line but agree (along w/ the park) it signals willingness to finally monetize IP. While I think theyd be worth as much or more than ATVI in a buyout problem is theyll never sell so cant really factor in that premium"  
[X Link](https://x.com/valuations_/status/1718310006221889780)  2023-10-28T16:53Z 12.4K followers, [---] engagements


"Anyone else notice Amazon Prime delivery dates are consistently unreliable now"  
[X Link](https://x.com/valuations_/status/1718444219445149949)  2023-10-29T01:46Z 12.4K followers, 14.3K engagements


"@scroogecapital @hackcelerity @DummyCapital So I dont think Mag [--] is defying rates. Their cost of capital is less impacted by higher rates and they all (sic TSLA) have pricing power to offset the increase in cost of capital whereas MTCH doesnt. I also wouldnt use Non-GAAP for MTCH personally but its debatable"  
[X Link](https://x.com/valuations_/status/1718627441563062678)  2023-10-29T13:54Z 12.4K followers, [---] engagements


"@MichealTrope @scroogecapital @hackcelerity @DummyCapital They have pricing power. Youre blind if you dont see that. Wow ad spend is tied to economic growth I did not know that youre telling me for the first time. Sound like the same people on here who were bearish on Meta after it cratered"  
[X Link](https://x.com/valuations_/status/1718671389706833930)  2023-10-29T16:49Z 12.4K followers, [--] engagements


"@FishtownCap @scroogecapital @DummyCapital @MichealTrope @hackcelerity Looks like fw ml estimates have that happening by [----]. Not something Id bet on or against personally. Lots of levers to pull"  
[X Link](https://x.com/valuations_/status/1718690921250947259)  2023-10-29T18:07Z 12.4K followers, [--] engagements


"Funny how $TSLAQ is a small army that can be as conspiratorial and insane as the longs. Meanwhile one couldve made a small fortune just shorting $RIDE $NKLA $FSR $LCID $FUV $RIVN etc. Probably a lesson in that"  
[X Link](https://x.com/valuations_/status/1718737792665256017)  2023-10-29T21:13Z 12.5K followers, [----] engagements


"Fed pauses on Weds and bears better run for cover"  
[X Link](https://x.com/valuations_/status/1719082485475377485)  2023-10-30T20:02Z 12.4K followers, [----] engagements


"$MTCH transferring hands from Growth investors to GARP investors. Always a painful process but usually works out well if you dont catch the knife too early"  
[X Link](https://x.com/valuations_/status/1719734078063485297)  2023-11-01T15:12Z 12.5K followers, 14.3K engagements


"@DumbInvestorGuy Im long $DHR and $MDT as of last Friday. Small cap biotech is an ocean of FraudCos"  
[X Link](https://x.com/valuations_/status/1719734776272498705)  2023-11-01T15:14Z 12.5K followers, [---] engagements


"Update of my favorites: $BMY $C $CROX $CVS $DHR $DIS $DG $DUK $ETSY $HAS $HBI $LOCO $MDT $MTCH $NEE $PFE $PYPL $SYY $TGT $ULTA $VVV $VZ Long some not all. Not buying anything that hasnt reported. Expect em to bottom soon bounce then see retail selling in DEC. Caveat emptor. A lot of value bro names that got crushed this year and look cheap will probably get disgustingly cheap on tax loss selling then massively outperform in [----]. A lot of value bro names that got crushed this year and look cheap will probably get disgustingly cheap on tax loss selling then massively outperform in 2024"  
[X Link](https://x.com/valuations_/status/1719778833656889729)  2023-11-01T18:10Z 16K followers, 145.6K engagements


"@ShortSellaFella Check out the size of recent $ENPH insider buys and subsequent price action. Life comes at ya fast"  
[X Link](https://x.com/valuations_/status/1719785822373986377)  2023-11-01T18:37Z 12.5K followers, [---] engagements


"@cap_zay Gross margin in secular decline and too much concentration in skin care. I like $ULTA if it gets sold down to $350 or below"  
[X Link](https://x.com/valuations_/status/1719791259785806228)  2023-11-01T18:59Z 12.5K followers, [---] engagements


"@WaterworldCapi1 @pekwat Ser $CROX longs are eagerly awaiting your ladder gif"  
[X Link](https://x.com/valuations_/status/1720054873931268380)  2023-11-02T12:26Z 12.5K followers, [---] engagements


"@danielsharriman Price action in $MTCH looks like capitulation to me but some hair on it. Generally I like Bernard Kim and think they picked the right CEO this time. @GHadjia is a great follow to get up to speed on it. I have a 100bps $ULTA position but would love to add lower"  
[X Link](https://x.com/valuations_/status/1720159709058269447)  2023-11-02T19:23Z 12.6K followers, [---] engagements


"$EXPE just causally authorizing a buyback worth 33% of their float. Nice"  
[X Link](https://x.com/valuations_/status/1720173073499083081)  2023-11-02T20:16Z 12.7K followers, 23.9K engagements


"@kingdomcapadv Lol probably a similar level of terminal risk"  
[X Link](https://x.com/valuations_/status/1720173931423007122)  2023-11-02T20:19Z 12.6K followers, [----] engagements


"Stairs down elevator up"  
[X Link](https://x.com/valuations_/status/1720541359508213975)  2023-11-03T20:40Z 12.5K followers, [----] engagements


"Obviously a different environment but if $ATVI was worth $69B to Microsoft what premium can $TTWO command for its $26B EV"  
[X Link](https://x.com/valuations_/status/1720562935666503806)  2023-11-03T22:05Z 12.4K followers, [----] engagements


"@iBladesi Would think $NFLX $TCEHY $META the most likely candidates imo"  
[X Link](https://x.com/valuations_/status/1720576587660435608)  2023-11-03T22:59Z 12.5K followers, [--] engagements


"@WaterworldCapi1 @UteRaptor Yeah I agree Ive been complaining about its valuation for a while and its the same price it was [--] months ago while growth has decelerated. At least its worth less than $TTWO now"  
[X Link](https://x.com/valuations_/status/1721957205942124809)  2023-11-07T18:26Z 12.5K followers, [---] engagements


"How would you express a bearish position via options (excluding selling naked calls) when the options are very expensive but theyre expensive for good reason i.e. the underlying is likely to have a violent move"  
[X Link](https://x.com/valuations_/status/1721993607727796717)  2023-11-07T20:50Z 12.5K followers, [----] engagements


"*also worth mentioning the options are illiquid"  
[X Link](https://x.com/valuations_/status/1721993799545811336)  2023-11-07T20:51Z 12.5K followers, [---] engagements


"Pretty astounding how much exit liquidity was provided by public markets over the past three years. This is one person:"  
[X Link](https://x.com/valuations_/status/1723005005739721020)  2023-11-10T15:49Z 12.5K followers, 19.4K engagements


"@TarekAntaki Aside from the food itself its 13x EV/EBITDA which isnt wildly cheap imo. I also think the Del Taco acquisition was a mistake"  
[X Link](https://x.com/valuations_/status/1723037466427277570)  2023-11-10T17:58Z 12.6K followers, [---] engagements


"Anyone talking about CPI print being rigged is a loser. Sorry"  
[X Link](https://x.com/valuations_/status/1724802869617205655)  2023-11-15T14:53Z 12.5K followers, [----] engagements


"@kingkang80"  
[X Link](https://x.com/valuations_/status/1726649399907160453)  2023-11-20T17:11Z 12.7K followers, [--] engagements


"@rennyzucker Yes $WBA"  
[X Link](https://x.com/valuations_/status/1726669345437475275)  2023-11-20T18:30Z 15.6K followers, [---] engagements


"CPI going negative is good for equities right"  
[X Link](https://x.com/valuations_/status/1727011238713127331)  2023-11-21T17:09Z 12.5K followers, [----] engagements


"@PodContrarian Id say it was consensus in the summer until rates spiked and has only become consensus again since the recent CPI"  
[X Link](https://x.com/valuations_/status/1727401651714314585)  2023-11-22T19:00Z 12.5K followers, [--] engagements


"Happy Thanksgiving (I realize no one cares but) heres some napkin math on $HBI because Im bored. TTM revenue: $5.8B MKT Cap: $1.3B DEBT: $3.2B Currently shopping Champion assume $1.5B in revenue gets bought at .5x sales and all proceeds used to pay down senior notes"  
[X Link](https://x.com/valuations_/status/1727751433754448249)  2023-11-23T18:10Z 15.6K followers, 23.2K engagements


"Cheap but the problem is youre left with a boring stub that sells inner-wear. Stable biz but little brand value no growth and weak mgmt. Bright side is you get tailwinds from inventory cycle and cotton deflation. Okay back to eating"  
[X Link](https://x.com/valuations_/status/1727751437659345154)  2023-11-23T18:10Z 12.8K followers, [----] engagements


"@InnocenceCapit1 @John_Hempton I wonder how. [--] hours Who has that kind of time or energy"  
[X Link](https://x.com/valuations_/status/1728243159417930048)  2023-11-25T02:44Z 12.5K followers, [---] engagements


"Its a sardine but looks like a decent time to swing at Tezla. -X bleeding advertisers = increased odds of Elmo selling stock -IPO market is tepid = low risk of X HoldCo going public -Economy is a no-win for car sales (either demand or cost to borrow) -Chanos closing shop"  
[X Link](https://x.com/valuations_/status/1728825901667020982)  2023-11-26T17:19Z 12.6K followers, [----] engagements


"@TMTLongShort Id argue you can look at in a vacuum if you expect Elon to sell $10B in the near future. Further seems like the narrative on EVs has been moving the other way (below) and BYD growing stronger hurts the TSLA market share narrative more than OEMs"  
[X Link](https://x.com/valuations_/status/1729150699332833604)  2023-11-27T14:50Z 12.5K followers, [---] engagements


"@TMTLongShort Big risk is CT launch on the 30th and seasonality though its been weak through the recent rally"  
[X Link](https://x.com/valuations_/status/1729151220970135593)  2023-11-27T14:52Z 12.5K followers, [--] engagements


"Im sorry Permabulls but people are way too bullish given the economic data"  
[X Link](https://x.com/valuations_/status/1729241448019808540)  2023-11-27T20:51Z 12.5K followers, 20.4K engagements


"@winninghype @turbo_growth Inflation is not a tailwind"  
[X Link](https://x.com/valuations_/status/1729278446482894901)  2023-11-27T23:18Z 12.5K followers, [--] engagements


"@WaterworldCapi1 Depends on your definition of value. As a factor small cap value tilt will probably never work again thanks to Fama and French. But Id argue lots of value stocks have absolutely crushed i.e. $META $ANF $EXPE $TTWO etc"  
[X Link](https://x.com/valuations_/status/1729518638968004777)  2023-11-28T15:12Z 12.6K followers, [---] engagements


"@WaterworldCapi1 Its down 82% in the last two years and will probably be down another 82% tow years from now. Does a day (or months even) of getting pushed around by pods delta hedging etc matter"  
[X Link](https://x.com/valuations_/status/1730674957729005795)  2023-12-01T19:47Z 12.6K followers, [---] engagements


"@GjStocks LOL. Howd this work out for you"  
[X Link](https://x.com/valuations_/status/1730761281601520097)  2023-12-02T01:30Z 12.6K followers, [--] engagements


"@WaterworldCapi1 On the verge of unusable. Im at 3:1 tweets to add ratio and one of the tweets is somehow always Tucker Carlson (who I dont follow) in my following feed"  
[X Link](https://x.com/valuations_/status/1731383178810765798)  2023-12-03T18:41Z 12.6K followers, [---] engagements


"Hard to like $SIG into the print tomorrow. Nice run from June but dont like the exposure to middle-low end consumer + need to finance a large purchase. Should probably short it but Im not that ballsy"  
[X Link](https://x.com/valuations_/status/1731767665067188589)  2023-12-04T20:09Z 12.6K followers, [----] engagements


"Which one is GTA VI and which one is real I guess the metaverse is just Florida with micro-transactions"  
[X Link](https://x.com/valuations_/status/1731827772396294289)  2023-12-05T00:08Z 12.6K followers, [----] engagements


"Market has drifted sideways for three weeks. If youre overly bearish prepare for a gut punch"  
[X Link](https://x.com/valuations_/status/1732074935068336327)  2023-12-05T16:30Z 12.6K followers, [----] engagements


"$BTI longs right now PUUUURRRUUUU"  
[X Link](https://x.com/valuations_/status/1732399190360400231)  2023-12-06T13:58Z 12.6K followers, [----] engagements


"People really think GTA VI will underperform because the protagonist is a woman like Tomb Raider doesnt exist Come on. Compounder bros need to start pumping $TTWO it has legs"  
[X Link](https://x.com/valuations_/status/1732466591382859853)  2023-12-06T18:26Z 12.6K followers, [----] engagements


"@Sleepysolcap Richer than its peers based on what metrics"  
[X Link](https://x.com/valuations_/status/1732470511941414959)  2023-12-06T18:42Z 12.6K followers, [--] engagements


"@Sleepysolcap @DanielSingerS I think TTWO much more likely target. Ubisoft is a shitco and recent Tencent investment decreased chance of a buyout. Capcom is explicit in saying they wont sell. Could maybe make a case for Square Enix at this price but other than FF its trash and not that cheap"  
[X Link](https://x.com/valuations_/status/1732471209164685790)  2023-12-06T18:44Z 12.6K followers, [--] engagements


"@Sleepysolcap @DanielSingerS Need to look at the structure with Tencent and Guillemot hold co. Ubisoft buyout aint happening"  
[X Link](https://x.com/valuations_/status/1732473535678083509)  2023-12-06T18:54Z 12.6K followers, [--] engagements


"@WaterworldCapi1 Decent time to swing given any real conflict is years away if it ever materializes. How much more pessimism can get priced in That said Im not long. Regret not buying Tencent with a [--] handle"  
[X Link](https://x.com/valuations_/status/1733209471466557871)  2023-12-08T19:38Z 12.6K followers, [---] engagements


"@McFranchisee @jaapyft @jcolesimpson What would you estimate is the payback period Also what are your general thoughts about plant based meat becoming regular menu items"  
[X Link](https://x.com/valuations_/status/1733549740644811098)  2023-12-09T18:10Z 12.6K followers, [---] engagements


"@PeckedXDucks 🔮 $HBI sells Champion and is up 100% by 2H"  
[X Link](https://x.com/valuations_/status/1734263077498167487)  2023-12-11T17:25Z 12.6K followers, [---] engagements


"@Crussian17 If existing home sales pick up its because rates are down and prices are up. Supply still way too tight so plenty of demand for builders. Would need a big jump in unemployment before you see a meaningful drop in home prices"  
[X Link](https://x.com/valuations_/status/1734266477518430699)  2023-12-11T17:38Z 12.6K followers, [---] engagements


"My [----] predictions were too banal lets try again: -LLMs create a massive vol event triggering circuit breakers and intervention -Tobacco outperforms (Puru wins again) -Musk hosts Putin on spaces -Oil to $50 -Ackman hints at a [----] bid for president"  
[X Link](https://x.com/valuations_/status/1734306964077998587)  2023-12-11T20:19Z 12.6K followers, [----] engagements


"Seems like selling vol here is an extremely safe and intelligent thing to do. Basically free yield with absolutely no risk and has never ended badly"  
[X Link](https://x.com/valuations_/status/1734608893802889672)  2023-12-12T16:19Z 12.6K followers, [----] engagements


"Too many people on here talking about China names all the sudden"  
[X Link](https://x.com/valuations_/status/1734630074136031342)  2023-12-12T17:43Z 12.6K followers, [----] engagements


"@DeFiSurfer808 I think thats a bit of hindsight bias. Timing the move was difficult as rates didnt rise until well after inflation was running wild and there were real reasons to believe it was a transitory supply shock"  
[X Link](https://x.com/valuations_/status/1735309527837536480)  2023-12-14T14:43Z 12.6K followers, [---] engagements


"@rev_cap @WaterworldCapi1 I agree comps will get tougher next year but youre disregarding the massive investments they made during Covid and Jassys cost cutting which are the primary drivers of margin expansion"  
[X Link](https://x.com/valuations_/status/1735505360365252617)  2023-12-15T03:41Z 12.6K followers, [---] engagements


"Ok so $20 per hour min wage in California make expansion much less appealing and yes theres a lot of white space ex-cali but which untapped demographics are likely to buy $18 salads or wraps"  
[X Link](https://x.com/valuations_/status/1735717206372372956)  2023-12-15T17:43Z 17.6K followers, [----] engagements


"@WaterworldCapi1 I would be surprised if Baba revenue growth outpaces Tencent over the next [--] years. Id be in shock if their earnings growth outpaces Tencent without major restructuring that would have to impact the near term"  
[X Link](https://x.com/valuations_/status/1736778061960659313)  2023-12-18T15:58Z 12.6K followers, [---] engagements


"Step 1: Wait for the ETFs Step 2: Short them all to zero"  
[X Link](https://x.com/valuations_/status/1737135792315851124)  2023-12-19T15:40Z 12.6K followers, [----] engagements


"Funny watching people twist themselves into a pretzel to get bullish here. Just say you missed the rally and youre worried youll get fired if it keeps running so youd rather risk FOMOing in at the top"  
[X Link](https://x.com/valuations_/status/1737303198103421067)  2023-12-20T02:45Z 12.6K followers, [----] engagements


"@DummyCapital Purely based on the velocity of the move in the last two weeks. All gut no data so dont listen to me"  
[X Link](https://x.com/valuations_/status/1737323845567353067)  2023-12-20T04:07Z 12.6K followers, [---] engagements


"We have literally never been so back"  
[X Link](https://x.com/valuations_/status/1737522680788848658)  2023-12-20T17:17Z 12.6K followers, [----] engagements


"Torn because I want to short $WING at 17x sales lapping tough comps (sandwich + bone-in wing disinflation) and I dont believe the TAM. But theyre super cheap to open w/ surprisingly short payback period. Itll get deep fried whenever unit growth falters not sure thats 2024"  
[X Link](https://x.com/valuations_/status/1737559109673918887)  2023-12-20T19:42Z 12.7K followers, [----] engagements


"@A_P_Capital TBF theyve been really executing and if you believe the TAM you can justify todays price. Hard for me to think they get to [----] units at $2M AUV. Definitely looks like momo buying no idea who else would own it here"  
[X Link](https://x.com/valuations_/status/1737565532029587658)  2023-12-20T20:07Z 17.6K followers, [---] engagements


"I dont really understand the outrage about 0DTEs. They expire at the end of the day can they really have that much of an impact Someone whos good at math probably knows the reality but I will remain blissfully ignorant"  
[X Link](https://x.com/valuations_/status/1737897161097118100)  2023-12-21T18:05Z 12.7K followers, [----] engagements


"My friend you can buy overlevered US small caps that shouldve gone bankrupt [--] years ago but are once again rising from the grave and ready to 3x thanks to rates dropping. And you want to buy CHINA"  
[X Link](https://x.com/valuations_/status/1738222885003726985)  2023-12-22T15:40Z 12.7K followers, [----] engagements


"Is there one publicly traded cannabis company that isnt giant bag of absolute garbage Follow up question: why is Canada allowed to have an exchange at all How many fraudulent jr miners do we need"  
[X Link](https://x.com/valuations_/status/1743010635934556613)  2024-01-04T20:44Z 12.6K followers, 18.5K engagements


"@Deathswap1 @cap_zay Decent house alone is gonna cost like $2M"  
[X Link](https://x.com/valuations_/status/1746570781436575948)  2024-01-14T16:31Z 12.7K followers, [---] engagements


"Fidelity and others own similar stakes to me. Why dont they show up to work Guy is insanely rich with the financial literacy of an AMC ape"  
[X Link](https://x.com/valuations_/status/1747019539802710449)  2024-01-15T22:14Z 12.7K followers, [----] engagements


"@MetacriticCap IDK I think he gets too much credit for playing 4D chess vs just being impulsive and uninformed"  
[X Link](https://x.com/valuations_/status/1747023105481118195)  2024-01-15T22:29Z 12.6K followers, [---] engagements


"@WaterworldCapi1 $ABNB -Bookings estimates are too high. -Economy slows and top line will stagnate + net income gets whacked from lower rates -Their moat is overrated -Horrible customer service -Stupid valuation"  
[X Link](https://x.com/valuations_/status/1747295157505196379)  2024-01-16T16:30Z 12.4K followers, [---] engagements


"$VFC down like 85% and still trades at the same fw multiples of peers even with the assumption of a recovery. Why did this ever trade at such a premium"  
[X Link](https://x.com/valuations_/status/1747657656758898970)  2024-01-17T16:30Z 12.6K followers, [----] engagements


"The year is [----] and people are once again paying 50x for $NFLX. We have learned nothing. $NFLX at $700: Subs will pay $60 per month. They bought Squid Game for $21m and made $900m. $NFLX at $160: They have to spend a lot on content. Ackman is a genius for losing a lot of money I really respect him. $NFLX at $700: Subs will pay $60 per month. They bought Squid Game for $21m and made $900m. $NFLX at $160: They have to spend a lot on content. Ackman is a genius for losing a lot of money I really respect him"  
[X Link](https://x.com/anyuser/status/1749903439973548122)  2024-01-23T21:14Z [--] followers, 35.2K engagements


"@cbarron94 Yeah but AI bro. gives anyone a free pass to paint in exaggerated numbers there. Netflix is just a media co"  
[X Link](https://x.com/valuations_/status/1749905603248656629)  2024-01-23T21:23Z 12.6K followers, [---] engagements


"Electric car co should be down 25% on these numbers. But you couldve said that three quarters in a row now. I want to press if it were any other stonk Id press but for all I know itll close green tomorrow. I am a glutton for brain damage and shouldnt even be involved tbh"  
[X Link](https://x.com/valuations_/status/1750279280305881327)  2024-01-24T22:07Z 12.7K followers, [----] engagements


"I remain unshocked. $PYPL"  
[X Link](https://x.com/valuations_/status/1750610318592757898)  2024-01-25T20:03Z 12.7K followers, [----] engagements


"Whats the best site/resource a small retail business should use to recruit a new GM"  
[X Link](https://x.com/valuations_/status/1751634230801768823)  2024-01-28T15:51Z 12.6K followers, [----] engagements


"Would be amazing if someone scraped his tweets and backtested hedging the names he claimed to be long against ES NQ or ETFs. Pretty sure he wouldve blown up 20+ times over the last three years"  
[X Link](https://x.com/anyuser/status/1751678857244205564)  2024-01-28T18:49Z [--] followers, [----] engagements


"Why is Burberry not worth more than 7x ebitda Youre telling me one of these luxury holdcos like whatever monstrosity TPR and CPRI are soon to become wont pay more than 1.5x sales for Burberry"  
[X Link](https://x.com/valuations_/status/1752420277089366205)  2024-01-30T19:55Z 12.8K followers, [----] engagements


"@ChrisRinvesting Nah. Theres [----------] different low end accessible luxury brands"  
[X Link](https://x.com/valuations_/status/1752432467972391241)  2024-01-30T20:43Z 12.7K followers, [---] engagements


"@theunemployeda1 @BeforeTheOpen Go Go 60s at least. Outside of Burns/Volcker dont think I can name a Fed chair until Greenspan"  
[X Link](https://x.com/valuations_/status/1752796489813041602)  2024-01-31T20:50Z 12.7K followers, [--] engagements


"Unopened iPhone [--] sold for $200k at auction recently. What will an unopened Vision Pro be worth [--] years from now Vision Pro isn't just great it's the single greatest piece of tech ive ever used https://t.co/ArBgbkH0UR Vision Pro isn't just great it's the single greatest piece of tech ive ever used https://t.co/ArBgbkH0UR"  
[X Link](https://x.com/valuations_/status/1753976805072228539)  2024-02-04T03:00Z 12.7K followers, [----] engagements


"$CPRI at 22% gain if it closes at $57 and 25% downside to pre-deal price (could always go further on a break of course). Why would this get blocked Is the FTC concerned about an outlet mall monopoly in third tier accessible luxury"  
[X Link](https://x.com/valuations_/status/1754883973107573147)  2024-02-06T15:05Z 12.8K followers, [----] engagements


"Never want to get punched in the face w/ 30% down in a day but $CPRI is still a functional biz not on the verge of bankruptcy"  
[X Link](https://x.com/valuations_/status/1754884235939221762)  2024-02-06T15:06Z 12.7K followers, [----] engagements


"China bulls high-fiving meanwhile you couldve bought $NTDOY at $10 three months ago without the added cholesterol but whatever gets you out of bed I guess"  
[X Link](https://x.com/valuations_/status/1754892487532200034)  2024-02-06T15:39Z 12.7K followers, [----] engagements


"@pekwat Something about Chipotle where they have mastered the art of mediocrity and I just dont understand why its so widely loved. They are like the Taylor Swift of fast casual"  
[X Link](https://x.com/valuations_/status/1755021138684776679)  2024-02-07T00:10Z 17.6K followers, [---] engagements


"Time for the $RBLX is a Covid fad crowd to admit they were wrong. Yes its expensive"  
[X Link](https://x.com/valuations_/status/1755227284288720985)  2024-02-07T13:49Z 12.8K followers, [----] engagements


"@RomanSPQR Um no. $ABNB was already wildly successful pre-Covid and $CVNA is a shitco"  
[X Link](https://x.com/valuations_/status/1755233615011848438)  2024-02-07T14:14Z 12.7K followers, [---] engagements


"$DIS haters getting steamboat willied"  
[X Link](https://x.com/valuations_/status/1755345134441685048)  2024-02-07T21:37Z 12.8K followers, [----] engagements


"Anyone who says the market is broken should swap the word market with my investment process Maybe the market was broken when value worked. Maybe the market was broken when value worked"  
[X Link](https://x.com/valuations_/status/1756445759833297073)  2024-02-10T22:31Z 12.8K followers, 16.7K engagements


"10 months later I use Bard maybe five times per day and its saved me an unbelievable amount of time and effort on tedious work. Been using ChatGPT for a couple weeks now and honestly keep forgetting I have it. So far the number of times Ive thought oh this is a better search for ChatGPT than Google has been zero. Have seen a lot of great uses just none personally yet. Been using ChatGPT for a couple weeks now and honestly keep forgetting I have it. So far the number of times Ive thought oh this is a better search for ChatGPT than Google has been zero. Have seen a lot of great uses just none"  
[X Link](https://x.com/valuations_/status/1756669394523189307)  2024-02-11T13:19Z 12.8K followers, 27.7K engagements


"@Rebrand_As_Y What if I bought a small cap B&M retailer at .4x sales and sold it at .68x sales Is that part of the market broken Do I get to take credit for the gains or is every move irrational and nothing matters"  
[X Link](https://x.com/valuations_/status/1757116702410916311)  2024-02-12T18:57Z 12.8K followers, [---] engagements


"@YoungJustin @skaltered You buying the $HAS dip Every MTG fan I talk to passionately hates the dilution but also still seem to be addicted and have no intention to stop buying them"  
[X Link](https://x.com/valuations_/status/1757453961324638523)  2024-02-13T17:17Z 12.8K followers, [---] engagements

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