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[@MultiMismanaged](/creator/twitter/MultiMismanaged)
"Public TK in California and soon to be in NYC and many other places is going to murder $BFAM. Already happening in CA one of their biggest states"  
[X Link](https://x.com/MultiMismanaged/status/1967612659303600189) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-09-15T15:33Z 1106 followers, 1554 engagements


"Added to my position in $BC today. Small cap melt-up and higher asset prices / greater liquidity drive consumers to buy expensive luxury toys. BC is still 6x prior peak EPS from 2022. We could easily get back there or exceed in the next couple years. Solid business trading at 20x trough of cycle EPS"  
[X Link](https://x.com/MultiMismanaged/status/1968710707395871226) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-09-18T16:16Z 1106 followers, XXX engagements


"$BC time for a catch-up. Stock is 6x to 8x mid-cycle eps and were going to go up from here with the stock market hitting all time highs and business-friendly policies. JPMorgan raised the firm's price target on Brunswick to $XX from $XX and keeps a Neutral rating on the shares after hosting investor meetings with management. The firm says Q3-to-date boat retail sales tracking flat year-over-year holding July's trend led by significant improvement within the value category. This aligns with Brunswick's expectation for retail boat units to finish fiscal 2025 at 23500 units the analyst tells"  
[X Link](https://x.com/MultiMismanaged/status/1970458133177729077) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-09-23T12:00Z 1104 followers, XXX engagements


"My take is that @pulte and the administration want the homebuilders to build more and reduce prices even if it hurts their margins / returns. This might hurt the homebuilder stocks in the short term but should help to kickstart housing turnover and help boost mortgage volumes for $RKT / $BLND"  
[X Link](https://x.com/MultiMismanaged/status/1975922030017937766) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-08T13:51Z 1104 followers, 1016 engagements


"@pulte Also explains market reaction with homebuilders down today but stocks like $BLDR and $LPX in the green"  
[X Link](https://x.com/MultiMismanaged/status/1975922813526548583) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-08T13:54Z 1104 followers, XXX engagements


"$ORCL pumps the market by talking about hypothetical AI infrastructure margins. If this pump fails the market is limit down. Watching this carefully into the close today"  
[X Link](https://x.com/MultiMismanaged/status/1978883204871262409) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-16T17:58Z 1104 followers, XXX engagements


"BPO names getting wrecked today on terrible TCS outlook. $ACN $INFY $WIT $CTSH. This is just the beginning. AI is not a good thing for outsourced IT body-shop model charging by the hour"  
[X Link](https://x.com/MultiMismanaged/status/1943305529394368586) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-07-10T13:45Z 1107 followers, 3052 engagements


"Recently initiated a new short in the child daycare center operator $BFAM (Bright Horizons). Putting aside the fact that they clearly have weak hiring and training practices demonstrated by horrible abuse at their Columbus Circle location the proliferation of Universal PreK lead by California is already pressuring enrollment and this pressure is going to continue to grow. If Mamdani is elected expect a big push towards Universal PreK in NYC. They are a premium product but clearly have issues with controls and California and New York are two of their biggest states. The stock still trades at"  
[X Link](https://x.com/MultiMismanaged/status/1960710717453090989) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-08-27T14:27Z 1106 followers, XXX engagements


"Here is a link not behind the paywall $BFAM"  
[X Link](https://x.com/MultiMismanaged/status/1960713023212966034) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-08-27T14:36Z 1107 followers, XXX engagements


"What happens when you put a lawyer in charge of a technology company $ACN"  
[X Link](https://x.com/MultiMismanaged/status/1972277189086453935) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-09-28T12:28Z 1106 followers, XXX engagements


"$RKT found support and now flipped green. Feels like the bottom is starting to come on the mortgage names. $BLND is starting to bottom is likely next"  
[X Link](https://x.com/MultiMismanaged/status/1976338899829182766) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-09T17:28Z 1107 followers, XXX engagements


"$TREE just planning to stay halted all day Been halted for XX minutes. Anyone have a clue what is going on"  
[X Link](https://x.com/MultiMismanaged/status/1977751496797061436) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-13T15:01Z 1107 followers, 1088 engagements


"Biggest area of opportunity in the market right now IMO. Seasonal weakness happening right on schedule expect an uplift in late October into November $RKT $BLND"  
[X Link](https://x.com/MultiMismanaged/status/1978495990039527647) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-15T16:19Z 1108 followers, 1083 engagements


"Weak $INFY and $WIT results don't bode well for $ACN. Growth continues to be stalled out. The secular pressures are likely just beginning"  
[X Link](https://x.com/MultiMismanaged/status/1978815350943686862) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-16T13:28Z 1108 followers, XXX engagements


"$KRE seems to be a good short here. $ZION and $WAL two big constituents reporting surprise credit problems. Hard to imagine that they are unique. Feels like a C&I credit cycle could be underway"  
[X Link](https://x.com/MultiMismanaged/status/1978814813288403239) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-16T13:26Z 1105 followers, 1369 engagements


"$BFAM never just one cockroach"  
[X Link](https://x.com/MultiMismanaged/status/1979877816901816737) [@MultiMismanaged](/creator/x/MultiMismanaged) 2025-10-19T11:50Z 1105 followers, XXX engagements