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[@ValleyFallsRI](/creator/twitter/ValleyFallsRI)
"$BOOT Boot Barn guiding for $XXX mill in net income for fiscal year 2026. $XXX bill market cap. At some point this company hits a brick wall and the stock collapses. Who is buying all these boots and western wear"  
[X Link](https://x.com/ValleyFallsRI/status/1967586427170103335) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-15T13:48Z XXX followers, XXX engagements


"$BOOT has increased their merchandise margin by X% the last X years. Slow and steady each year"  
[X Link](https://x.com/ValleyFallsRI/status/1967935805844046182) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-16T12:57Z XXX followers, XXX engagements


"$BOOT stores do $XXX mill in revenue the first year they open. Once open and "mature" the do closer to $XXX million"  
[X Link](https://x.com/ValleyFallsRI/status/1967941312562467154) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-16T13:19Z XXX followers, XXX engagements


"If $CROX were to offload HEYDUDE at basement prices would the market reward the stock or punish it"  
[X Link](https://x.com/ValleyFallsRI/status/1978816638955725027) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-10-16T13:33Z XXX followers, XXX engagements


"$BURL Burlington Stores is going to earn $X per share this year and the share price is $XXX. Who is buying it at 31x forward earnings Sales will only be up X% this year. A mature but still growing company like this should trade at a X% earnings yield"  
[X Link](https://x.com/ValleyFallsRI/status/1966199017014206673) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-11T17:55Z XXX followers, XXX engagements


"I went to San Francisco a few weeks back and looked at getting an Airbnb. For whatever reason I ended up booking a hotel (Hyatt) in Union Square - through the Airbnb app. Good experience no issues hotel checked me in and never mentioned Airbnb"  
[X Link](https://x.com/ValleyFallsRI/status/1977794577890148388) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-10-13T17:52Z XXX followers, XXX engagements


"$RXO said full truckload volume was down X% YoY in Q1. They didn't purchased Coyote until September of 2024 which should have increased full truckload revenue for them. How is full truckload volume down X% AFTER buying a freight brokerage for $X billion + Truckload is XX% of the truck brokerage"  
[X Link](https://x.com/ValleyFallsRI/status/1920495013449916876) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-05-08T15:04Z XXX followers, XXX engagements


"Here is a guy who spent a career at Pepsi and then Advance Auto only to jump aboard a ship that was halfway sunk. What does it say about his judgment to accept the offer and become CEO of $LESL Hes either naive and lacks judgement or he is in it for a quick buck"  
[X Link](https://x.com/ValleyFallsRI/status/1954176293831889322) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-08-09T13:41Z XXX followers, 1116 engagements


"$ROST guiding for $XXXX in EPS in 2025. EY of X% at todays share price of $XXX. Nothing to get excited about but more attractive than $BURL at a X% yield that includes debt and lower op margins"  
[X Link](https://x.com/ValleyFallsRI/status/1966493341303914838) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-12T13:25Z XXX followers, XXX engagements


"Stores that served a higher concentration of Hispanics underperformed at $ROST"  
[X Link](https://x.com/ValleyFallsRI/status/1966498235272351751) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-12T13:44Z XXX followers, XXX engagements


""We have no intentions of being the first ones to go out with higher prices. We'll be watching the rest of the retail industry" $ROST commenting on how they will wait for competitors to raise prices first and then they will follow after"  
[X Link](https://x.com/ValleyFallsRI/status/1966498916733493603) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-12T13:47Z XXX followers, XXX engagements


"$ROST explaining their earnings growth equation"  
[X Link](https://x.com/ValleyFallsRI/status/1966500892749767048) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-12T13:55Z XXX followers, XXX engagements


"Chip is an OG clean house at $LULU"  
[X Link](https://x.com/ValleyFallsRI/status/1976088105762632176) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-10-09T00:51Z XXX followers, 1428 engagements


"$ZUMZ out with relatively encouraging results. Europe sucks but overall comps up XX% for back to school in August. Women's comping great - footwear and hardgoods not as much. Zumiez was $XX per share in June - just X months ago. Up to $XX per share or up XX% from that low. As long as they continue momentum in Q3 this can easily get to $XX. I think if Europe doesn't turn around soon they should offload it"  
[X Link](https://x.com/ValleyFallsRI/status/1963934142933983442) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-09-05T11:56Z XXX followers, XXX engagements


"$FVRR Fiverr (gig services company) laid off XXX people and they only had XXX total. A XX% reduction in headcount is certainly a confirmation that chat bots are impacting their business"  
[X Link](https://x.com/ValleyFallsRI/status/1978913444356038764) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-10-16T19:58Z XXX followers, XXX engagements


"@gator_91 Ha what percent of his net worth is in bullion Sounds like a lot"  
[X Link](https://x.com/ValleyFallsRI/status/1980005322786812134) [@ValleyFallsRI](/creator/x/ValleyFallsRI) 2025-10-19T20:17Z XXX followers, XX engagements