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[@taobanker](/creator/twitter/taobanker)
"Schwab Amex Plat: - 5x points on airfare/hotels - XXX points -- brokerage monies conversion - Brother you're getting XXX% cash back on travel - Plus free hotel room upgrades - We're practically getting paid to travel - Possible implications that @Investor_NICK_ is lifestylefrauding / pointsmaxxing"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946643461916025321) 2025-07-19 18:49:02 UTC 7005 followers, 5310 engagements


"It's not just completely desperate but also rather financially unimaginative of investment banks to require these non-recruitment attestation waivers. Basic incentives could fix this situation but management is so out of touch with their own firms popular perception AND basic regulatory principles (collusion) that this was really their best idea"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947670857821704277) 2025-07-22 14:51:33 UTC 7005 followers, XXX engagements


"It looks like $line is cheaper than $cold now right"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1941577126706282734) 2025-07-05 19:17:14 UTC 7004 followers, 1602 engagements


"Scott Bessent is sounding super confident in latest CNBC interview. He says that President Trump has fundamentally changed politics by introducing these new secondary tariffs on buyers of Russian oil"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947329208650211432) 2025-07-21 16:13:57 UTC 7005 followers, 1000 engagements


"Some ideas for the week ahead $TALK $LINE $MRTN $BME.L $BMRRY $DOM.L $DPUKY"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946979023478751325) 2025-07-20 17:02:26 UTC 7005 followers, 3895 engagements


"$LMT: X% earnings yield X% buyback X% growth XX% IRR"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947644119590777124) 2025-07-22 13:05:18 UTC 7005 followers, 4229 engagements


"This is fucked up but Jim Cramer is right here imo $cpb"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945635359741682140) 2025-07-17 00:03:12 UTC 6994 followers, XXX engagements


"Crypto dudes will talk about female intrasexual competition without realizing that whales are intrasexually outcompeting them by getting them to FOMO max risk into liquidation"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946008672431173899) 2025-07-18 00:46:37 UTC 6999 followers, XXX engagements


"Grok suggested a 60%-70% probability of significant delays or cost overruns on $BA F-47 program. $BA proposal claimed that they could produce F-47 cheaper than F-22. This was probably desperate and seen as existential for $BA defense segment. If $BA comes behind on timing $LMT can suggest expensive proposals to further invest in the F-35 program or perform additional F-22 upgrades. Meanwhile $LMT thinking smart and long term about preparing themselves for more exciting projects"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947235894152327620) 2025-07-21 10:03:09 UTC 7005 followers, 1700 engagements


"I've been pretty skeptical (on record) of $CBL as they have a reputation for being arguably the worst managers in the entire REIT industry. But it's probably a decent punt here all things considered"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944785168490734020) 2025-07-14 15:44:51 UTC 6994 followers, 2659 engagements


"Some rank-ordered ideas: - Generalist dummies like me losing money on $cnc and $moh -- I sold my $moh today - $ELMD finally below $XX I mean this price seems pretty reasonable but why is it being shorted Red flag. - $LINE bludgeoning continues.I don't fault anyone who's a buyer here - $VLGEA want to buy at the right price - $LULU in a world of pain trading for 20x the lowest street estimates Again this does not seem right to me but I do not currently have a position"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944870677024022982) 2025-07-14 21:24:38 UTC 6999 followers, 2373 engagements


"Modern health influencers be like "Today I went outside and walked." Wow"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946248776336789605) 2025-07-18 16:40:42 UTC 7005 followers, 4709 engagements


"just picked up some $VEOEY interesting french water/waste utility with solid financials / growth projections. Looks like they made successful acquisition(s) recently"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1740787138827006051) 2023-12-29 17:29:30 UTC 6993 followers, 2969 engagements


"Thinking about how many mid-large cap reversals I called badly this year and how well $brby $docs have worked out. Lesson seems to be that the barrier for a good entry is higher than i thought. You really want 1) a headline technical blowout like a dividend cut delisting failed block sale or kitchen sink quarter 2) wall street cluelessness about consumer brand sentiment 3) CEO admitting that everything sucks and everyone roasting them on twitter. $wba is there. $el probably close"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1862522500837453894) 2024-11-29 15:42:22 UTC 6994 followers, XXX engagements


"Classic countercyclical play: $MRTN cold-trucking specialists - Blown da fuqq out estimates - Pristine balance sheet - Critical for society"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945957632788894206) 2025-07-17 21:23:48 UTC 6997 followers, 1280 engagements


"I've been pounding $val warrants all week"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945860941494600051) 2025-07-17 14:59:35 UTC 7006 followers, 1270 engagements


"$CPB price target channel suggests we now need to wait for $XX to buy.at that point you gotta wonder whether panicans take this thing down to the GFC lows @ $25"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946956985313747385) 2025-07-20 15:34:52 UTC 7005 followers, 1336 engagements


"I don't understand what happened but I can't find that epic post where I shitted all over $cpb $flo $gis $cag $khc and gave price targets. This is a tragedy"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944820312773660677) 2025-07-14 18:04:30 UTC 6995 followers, 1500 engagements


"Never trust a data scientist who mixes up accuracy and precision"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947020251796812230) 2025-07-20 19:46:16 UTC 7005 followers, 1431 engagements


"$docs.l working capital unwind worked exactly like i expected study working capital unwinds"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1932539373381116309) 2025-06-10 20:44:26 UTC 6999 followers, 1550 engagements


"@Investor_NICK_ Maybe for airport maxis. Otherwise opportunity cost of other cards is too high. Make sure to hassle them every few years for a retention bonus at least bro"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946625005116146099) 2025-07-19 17:35:42 UTC 6995 followers, 1737 engagements


"@toiletkingcap My quant says that Xi was about to bring down the hammer then had a stroke and the princelings took over"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946755194026418194) 2025-07-20 02:13:01 UTC 6984 followers, XXX engagements


"$TRBR I think almost all of us underestimated how competitive this landscape is. There are like XX different startup protein bar brands floating around instagram these days. That said this actually makes me think more favorably of the Costco partnership. It highlights our competitive position as well as the reality that being an upstart in this business is NOT about making GAAP profits. It's way way too competitive and early to be focused on generating profit"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942637633215066600) 2025-07-08 17:31:18 UTC 6994 followers, 2260 engagements


"Current poorozone buy list: Staples: $BMRRY $ASBFY $CABGY $REMYY $JDW.L Olvi Oyj Rosenbauer Utilities: EVN AG FCC $VEOEY Stones: Buzzi $HDELY $SRC.L Resource shitcos: $EQNR $UMICY $NTOIY $KPLUY $SBO.VI $OMVKY $OTL Unsure/cheaper: $RBGLY $HENKY $KRYAY $CZMWY $CCHGY $VCISY $MARS.L $HKHHY $DEO $CFRUY Vidrala"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1863052145026552191) 2024-12-01 02:46:59 UTC 6996 followers, 2094 engagements


"I love how AmEx plat is basically just AmEx gold but worse and more expensive. The ultimate idiot tax. 5x on flights vs 4x on all dining and groceries + 3x on flights. "BUT IT'S PLATINUM" Study this for a masterclass in consumer marketing. My old credit cards VP was shocked when *metal cards* literally outperformed every other initiative we had. Yes people are retarded"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946619785787191321) 2025-07-19 17:14:58 UTC 6996 followers, 14.9K 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"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1934763165415596298) 2025-06-17 00:00:59 UTC 7005 followers, 1731 engagements


"go pull intelligent investor out of the trash can. congratulations. you are now qualified to buy $bb.pa"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942222885629645285) 2025-07-07 14:03:15 UTC 7005 followers, XXX engagements


"Coping with a mid-day damage report: $BB.PA -XXX% $PAX -XXX% $BLX -XXX% $DIS -XXX% $NVO -XXX% $HII -X% $PINS -XXX% $MTRX -XX% $PBF -XXXX% $REGN -XXX% $HDSN -XXX% $BYG.L -XXX% $EVC -XXX% $BURBY -6.1%"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1908213211381244032) 2025-04-04 17:40:57 UTC 7005 followers, 2557 engagements


"Concentrated investing a short story: "Thesis intact." "I added." "Ridiculous." "Adding again." "Breaking my rules here to add more." *Silence.*"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945891861924606145) 2025-07-17 17:02:27 UTC 6987 followers, 17.3K engagements


"$talk seems like a pretty reasonable speculation no"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946966165147758718) 2025-07-20 16:11:21 UTC 7005 followers, 4122 engagements


"great day to buy OFS imo i've been buying $res and $hlx"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944783143665271148) 2025-07-14 15:36:48 UTC 7004 followers, XXX engagements


"@volcrushed Nah I'm just trading up my gold (altho giving up 4x on dining is actually kinda crazy) .I'm a card minimalist"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946633413458346009) 2025-07-19 18:09:07 UTC 6994 followers, XXX engagements


"gd I can't stop thinking about doing crack cocaine ever since watching hunter biden explain how awesome it is"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947462545507246268) 2025-07-22 01:03:47 UTC 7005 followers, 1448 engagements


"went to $cava irl and they told me to wait XX minutes for braised lamb after i waited XX minutes for them to serve X people in front of me"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944911638122869047) 2025-07-15 00:07:23 UTC 6998 followers, 1160 engagements


"LinkedIn rejections pouring in. I apologize for my optimism last week. There are no jobs. You need to know somebody"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945877393979191757) 2025-07-17 16:04:58 UTC 7005 followers, 5311 engagements


"Shill me the case for $XXX $VAL share price"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947791144060076350) 2025-07-22 22:49:31 UTC 7005 followers, 1241 engagements


"Been adding to $cnc and $moh all week Generalist buying complicated shit I don't understand instead of basic shit like soup or rocks I deserve this"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943697697057173566) 2025-07-11 15:43:37 UTC 6994 followers, 1753 engagements


"Wow. Ponzi financing has now made its way into Costco financially engineered to a perfection such that retail is now holding a hot potato of restaurant gift cards lmao Add this to the list of reasons the economy hasn't cracked yet.on business side there are all sorts of alternative financing these days; on consumer side worst case people can turn to uber/doordash for income"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946661963267981363) 2025-07-19 20:02:33 UTC 6993 followers, 2709 engagements


"@ElementaryValue @marginofdanger oh brother what's the story with $FULO sometimes i wish there were only say 5000 stocks so that I could focus Lol"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1761234249884319959) 2024-02-24 03:39:01 UTC 7006 followers, XXX engagements


"I can't recommend enough that you do NOT take X% positions in your first few years of investing. For starters you need many reps at taking losses. Almost everyone starts out overconfident. Taking losses is a superpower because you get first hand experience about what it's like to be wrong. Once you've taken 100+ losses being wrong doesn't surprise you anymore. It's normal. You can admit it and get on with your day. But most people never get to that point"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945916670985245156) 2025-07-17 18:41:02 UTC 7005 followers, 34.8K engagements


"just got X new trubar flavors: - strawberry shortcake: this one is on the verge of greatness but for me a slight chemical aftertaste kinda ruins it. 6/10. - macchiatto: i could see this being a serious hit for sure. very innovative flavor. I need to think about my rating but this could be in my top X alongside choco mint and choco coconut"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1917325697820852661) 2025-04-29 21:10:43 UTC 6994 followers, 1231 engagements


"@AsymmetricRisx please tell us more or dm thanks"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946648872941502656) 2025-07-19 19:10:32 UTC 6993 followers, XXX engagements


"Rich moms and grandmas like being comfortable too. $LULU does not need to be an aspirational brand for influencers. Some of you still aren't fully understanding the flex that wearing Lululemon in fact is. "This is nice. I bought it and I didn't think about the price." The above is a more powerful lasting statement than "I'm wearing this because hot influencers are and I want to be like them." But again nothing new here. We need more women on wall street"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943487368800911424) 2025-07-11 01:47:51 UTC 7004 followers, 3407 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"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1934668817252405550) 2025-06-16 17:46:05 UTC 7005 followers, 6362 engagements


"This is a perfect explanation for Tiger Woods. Turns out the guy just had a slow metabolism. Who would have guessed Retardio"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946531798017618191) 2025-07-19 11:25:20 UTC 7005 followers, 1477 engagements


"Holy fuck LMAO. Within X years it's gone from "Taobanker is crazy for thinking he can trade against market makers" to this. Picture from reddit:"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946608437128765738) 2025-07-19 16:29:52 UTC 6996 followers, 11.9K engagements


"Ideas $TAP $NSA $COLD $SEB $BMRRY $ASBFY $MOH $IQV $TMO $BRKR $LULU $AEO $BAH"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1935076842714591444) 2025-06-17 20:47:25 UTC 6994 followers, 2544 engagements


"millennials are having babies and you're not bullish on $cri please explain yourself"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945504104786063756) 2025-07-16 15:21:38 UTC 6993 followers, XXX engagements


"I picked up a X% position in $LMT. In short I think the market is pricing in terminal risk too aggressively. I think the F-16 will continue to be competitive (+ an entry point to be able to buy more US technology) the F-22 has more runway for upgrades and the F-35 upgrades will be a resounding success. If Boeing stumbles on the F-47 all of that upside intensifies"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947692128756240584) 2025-07-22 16:16:04 UTC 7005 followers, 4045 engagements


"My source The Odyssey and this video of birds"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946532266340954499) 2025-07-19 11:27:11 UTC 6988 followers, 1273 engagements


"$ASBFY $ABF.L You don't really actually need to write any words to understand why this is a buy. These X charts are enough"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1893782029302428021) 2025-02-23 21:56:35 UTC 6987 followers, XXX engagements


"I don't use this term lightly but Erica the CEO of trubar is quite literally a marketing mastermind. It's like if Steve Jobs ran a nanocap CPG brand"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1897373690607886692) 2025-03-05 19:48:33 UTC 6995 followers, 1471 engagements


"There are broad price hikes being implemented across Japan. Suntory $2587.T is implementing massive price hikes domestically beginning in October. The street appears to be giving them the absolute bare minimum credit. Note gross margins don't even move. Same story at Asahi which has similarly depressed gross margins. Asahi trades at 12.7x 2026 earnings estimates Suntory trades at 13.3x with no debt"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945283031184326921) 2025-07-16 00:43:10 UTC 7006 followers, XXX engagements


"@invertedfragil1 yeah maybe a little poland $abf.l and $src.l and call it a day"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1891347924883313142) 2025-02-17 04:44:19 UTC 6987 followers, XXX engagements


"Earnings tomorrow: got a hot take Say something As a thought experiment I wish I took Burberry and Macy's into earnings.and you know what toss in $GEOS last second too $M $PLCE $ARCO $ECOR.L $BRBY.L $WSM $VITFF $CATO $SENEA $GEOS $NGVC $MATW $BNEFF $MBCF"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1724931714240094293) 2023-11-15 23:25:43 UTC 7005 followers, 2434 engagements


"rejected for $etsy interview even though I've worked at a competitor lol resume drops are literally pointless now"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945491202402345014) 2025-07-16 14:30:22 UTC 6996 followers, 2277 engagements


"If the Nasdaq closes up today i'm pivoting to crack"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947678538125217959) 2025-07-22 15:22:04 UTC 7005 followers, 1491 engagements


"Schwab price improvement masterrace reporting for duty"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946600679268659311) 2025-07-19 15:59:02 UTC 6993 followers, 1414 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"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945089515900584427) 2025-07-15 11:54:13 UTC 7005 followers, 2611 engagements


"E&P tracker update. Thoughts: - $KEI too promotional but i could take a stab if it sells off more - $CIVI short interest / insider selling no from me dawg - $PEYUF looks legit - $PARXF looking strong like always - $CVE looks buyable here for a large cap - meh in general"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1744504935880745102) 2024-01-08 23:42:42 UTC 6990 followers, 1984 engagements


"@evrgn11112231 you might like this basically like b&m in Finland"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946305166514241970) 2025-07-18 20:24:46 UTC 6986 followers, XXX engagements


"Apparently Xi has lowkey lost a lot of power over the last year"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946749360772874387) 2025-07-20 01:49:51 UTC 6994 followers, 2933 engagements


"Any wood bros wanna' give up some hot takes on $bcc"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946298612037632146) 2025-07-18 19:58:44 UTC 6999 followers, XXX engagements


"$cava expanded summer hours to 10:30-10:30. extremely desperate. expect stonk to tank"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945186645008842811) 2025-07-15 18:20:10 UTC 6997 followers, 1161 engagements


"I have X% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947771763871649922) 2025-07-22 21:32:31 UTC 7005 followers, 2416 engagements


"I bet reading this post as a $fvrr shareholder hits different lmao"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942017686218666170) 2025-07-07 00:27:51 UTC 7005 followers, 1608 engagements


"Which euro utility do you like more than $vie.pa $veoey or $fcc"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1936189461676933348) 2025-06-20 22:28:34 UTC 6998 followers, XXX engagements


"Alright listen. Serious mode guys. We need to figure out what we are buying between $moh $cnc and $unh. If you know what's going on here please help brodies out. I am clueless"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940419492439609636) 2025-07-02 14:37:12 UTC 6986 followers, 6643 engagements


"$umicy $umi.br interesting example of virtues of @Citrini7 basket approach. I waffled around and ultimately missed the big move. Goatrini saw the upside sized it accordingly didn't try to time it and worked on his garden. Lesson there"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1932457435148501375) 2025-06-10 15:18:50 UTC 7005 followers, 3801 engagements


"@DaBao_ Sigh. I only own $bme because I'm capped out on $abf"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945093053850489077) 2025-07-15 12:08:16 UTC 6984 followers, XXX engagements


"The Nasdaq should double its listing fees and send YTD screenshots of FTSE stonks to anyone who complains"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947766027376275892) 2025-07-22 21:09:43 UTC 7005 followers, XXX engagements


"$bb.pa is definitely a buy here. not looking to debate nerds on this one. the price is right"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942221366591168721) 2025-07-07 13:57:13 UTC 7005 followers, 1542 engagements


"This is why you unfortunately can't actually date long term out of your league in NYC. The city is ruthlessly efficient and you will get snipered. When I was going out with an XXX I literally got mogged by a lesbian at the bar who tried to steal her from me"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944064742248919286) 2025-07-12 16:02:08 UTC 7005 followers, 1174 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"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1894480804832842068) 2025-02-25 20:13:16 UTC 7006 followers, 1049 engagements


"anyone have thoughts on paying up a bit for $ngvc growth here"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943450355519684632) 2025-07-10 23:20:46 UTC 7004 followers, XXX engagements


"Any shipping bros wanna give up some hot takes on $matx"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946298566676267210) 2025-07-18 19:58:33 UTC 7004 followers, XXX engagements


"in my experience nearly everything can backfire say you sell covered calls now you could end up with short term gains on your calls while the long term gains you were "counting on" in your underlying vaporize lol or say you buy section 1256 hedges but lose money instead of make money on hedge -- now you're erasing hard fought long term gains"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947757652727238939) 2025-07-22 20:36:26 UTC 7005 followers, XXX engagements


"@CatNyanpital I think it's actually fragrances that are the bulk of it but it's a fairly diversified segment"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945513882451152999) 2025-07-16 16:00:30 UTC 6988 followers, XXX engagements


"Next aside from the whole loss thing you're simply getting more experience all around. How could you possibly know what justifies a massive position You don't know anything. By forcing yourself to fill your portfolio with more positions you will do more research and expose yourself to more ideas. Again reps"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945918766799331448) 2025-07-17 18:49:22 UTC 6994 followers, 14K engagements


"one of the best tells to go long on this website is when you see pod guys consoling each other that their short is still a good idea $brby.l $burby"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946158598523945364) 2025-07-18 10:42:22 UTC 7005 followers, XXX 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%+)"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940853227857367546) 2025-07-03 19:20:43 UTC 6999 followers, 1273 engagements


"$DOM.L down another X% since this post Guys. We are getting greedy here. This is potentially compounding at 15%-20% long term imo. You guys realize what they're used to eating in the U.K. right You could serve those guys modern Papa Johns and they would still eat it"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944902759142301977) 2025-07-14 23:32:06 UTC 6988 followers, 2481 engagements


"@niubi1988 i own $crmd whats the deal with cvtx"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944790735758205290) 2025-07-14 16:06:58 UTC 6999 followers, XXX engagements


"@RecoveryTrade I'm not sure that there are. $CPB owns two of the best potato chip brands the best pretzel brand the best peanut butter crackers brand goldfish and pepperidge farm (incl milanos). They are incredibly lindy compared to shitcos $CAG $KHC. $KRYAY however is interesting"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1697695539037442156) 2023-09-01 19:38:52 UTC 6994 followers, XXX 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"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1937639123918922013) 2025-06-24 22:29:01 UTC 6996 followers, 1159 engagements


"Crazy how the moment you enter Manhattan it's like hey you know what maybe ambition is a worthwhile character trait"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943763017033740719) 2025-07-11 20:03:11 UTC 7005 followers, 3274 engagements


"Since this post took off I'll give the final main point here: You are underestimating the benefits of diversification. You need to experiment with the principle that the whole can be greater than the sum of the parts. You need to see how rebalancing "works". You need to understand the marginal value that a position brings from complementing your portfolio construction in particular"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946023969775059253) 2025-07-18 01:47:24 UTC 6996 followers, 2580 engagements


"I bought some $mtch because of this apple payments thing"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940783667091304637) 2025-07-03 14:44:18 UTC 7005 followers, 1645 engagements


"@ShareholderSimp I mean if you did your own numbers and you feel confident in them that's one thing. But sell side numbers are made up"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946200345148801202) 2025-07-18 13:28:15 UTC 7005 followers, XX engagements


"$KR allowing everyone in the ghetto to check themselves out is pretty insane I must say"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944776727982469551) 2025-07-14 15:11:18 UTC 6984 followers, XXX engagements


"street analysts recently downgraded $lmt due to some sort of disappointment or low expectations over the f35 program Fundamentally this is not a serious outlook critics have hated on the f-35 since its inception for all the wrong reasons. they said it isn't a good dogfighter. that is like saying an elite sniper is a bad spearman. the f-35 ends conflicts before they would even begin pre-f-35 technology. the conflict in the middle east has been the best advertisement for the f-35 imaginable. it is absolutely essential to israel's operations and dominance. it can literally disable radar and"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946743236178874723) 2025-07-20 01:25:30 UTC 7005 followers, 2993 engagements


"The reason you need to force-feed your SVP bullet points is that gen-x has been oneshotted by ipad video games designed for toddlers Just sat next to one who played some variant of tetris on his phone for an hour straight -- zero interruptions -- and it was causing him noticeable stress as he took a deep breath every few minutes. The game appeared to be so simple as to serve as a useful screen for mental retardation. Up a few rows I could see a boomer doing the same on his ipad. Old people are retarded and this is a hill I'm willing to die on"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944556572820054414) 2025-07-14 00:36:29 UTC 6989 followers, 1801 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"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1889803596163850717) 2025-02-12 22:27:42 UTC 6998 followers, XXX engagements


"Just passed by $rdi angelika film center the city hits different when you have a watchlist of over 1000 stonks"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943856261646188934) 2025-07-12 02:13:42 UTC 6986 followers, XXX engagements


"Latin America & Asia (ex-Japan ex-tobacco ex-cement/limestone): - I own a little liverpool like .5% too lazy to get a proper fill - I think $pax is probably a good buy here.I've traded this stock a lot - $mlbi and $avia my top stocks to watch in indonesia. Super cheap if you believe growth is coming not that cheap if you don't believe growth is coming + scared of government - $enic is a pretty interesting play on hydro power - Would like to buy $arco bangkok airways $grumab $htc at the right price. Haven't heard the best things about $arco management and there's a lack of transparency on"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1906813255294595461) 2025-03-31 20:58:01 UTC 6993 followers, 1522 engagements


"@Investor_NICK_ you know about this bro this is huge"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946654072393568338) 2025-07-19 19:31:12 UTC 6993 followers, 1049 engagements


"@perp_ster @CapitalValor which country do you like more to invest in"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1941221096373748212) 2025-07-04 19:42:30 UTC 6996 followers, XX engagements


"@valuedrift Damn. $HMSP looking like a buy"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946602727976354074) 2025-07-19 16:07:11 UTC 6999 followers, XX engagements


"I retract this post and eagerly await my AmEx plat card. Excited to join the highest echelon of society and already feel bad for non-plat poors"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946630009327603869) 2025-07-19 17:55:35 UTC 6993 followers, 2693 engagements


"$TPC this is one of my biggest fumbles of the cycle. When companies with big backlogs and fixed contracts (that take time to burn off) turn around.the market never expects it. Fuuuuuck Is $MTRX closest analogy today"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945849205106286980) 2025-07-17 14:12:57 UTC 6999 followers, XXX engagements


"Interesting that $BB.PA bought back over 50k shares recently. X% of share count Apparently unphased by new buyback tax"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942314345272336800) 2025-07-07 20:06:41 UTC 7005 followers, 1132 engagements


"The light is gone from the eyes of the new Cava employee after just one week. I knew they were going to drag her down. This is sad as hell man"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946246243606208759) 2025-07-18 16:30:38 UTC 6997 followers, 2295 engagements


"$BB.PA: - XXX% dividend - X% discount to lowest street price target - XXXX% earnings yield - Net cash positive working capital"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1937274086398341582) 2025-06-23 22:18:29 UTC 7005 followers, 3674 engagements


"@lookdownnotup @CapitalShipyard @kingdomcapadv @david_katunaric what if the real play here is just going long $med poggers"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942324416089841970) 2025-07-07 20:46:42 UTC 6997 followers, XX engagements


"$WIIM this is possibly the cheapest stonk i've ever found. this is an insane price for a tobacco company paying a XX% dividend making huge investments"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1860829223214043528) 2024-11-24 23:33:54 UTC 6998 followers, 2170 engagements


"@MetacriticCap 6.8x ebitda including leases"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944827107940487506) 2025-07-14 18:31:30 UTC 6986 followers, XXX engagements


"You should check out my blog if you want to know which energy stonks I own"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945174334407950787) 2025-07-15 17:31:15 UTC 6989 followers, 4279 engagements


"I feel like I need to start suggesting shorts just to prove to everyone how easy it is (or alternatively to prove to myself that it isn't). For starters I 1000% agree with David Orr. I may talk on occasion about shorting a popular stock like $CMG but that is a total waste of time. I think I could find you XXX shorts you've never heard of without much trouble"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944904085041213548) 2025-07-14 23:37:23 UTC 6993 followers, 2302 engagements


"You have to love that uniquely American $LMT panic into the close. "What Lockheed isn't *working* anymore Dump it and split the proceeds between pre revenue raw earths and pre bankruptcy short squeezes.""  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947745890547925359) 2025-07-22 19:49:42 UTC 7005 followers, XXX engagements


"@volcrushed @extradeadjcb it really is XX% of the current shitposting meta for women"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947082680538927215) 2025-07-20 23:54:20 UTC 7005 followers, XXX engagements


"I'm genuinely thinking about doing the following: Posting the absolutely-admittedly shittiest DD ever (e.g. "I read they did current hype thing X years ago literally have no idea what the company is doing now i'm buying this purely to own dogshit hype factor in fact it might be some sort of scam) ______ Would anything be wrong with that Would it make a difference if I already owned any at the time Would it matter when I sold"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946342244895908211) 2025-07-18 22:52:07 UTC 6986 followers, 1234 engagements


"I have formally announced my candidacy for CEO of $WEN. Have a great weekend everyone"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946316150666592494) 2025-07-18 21:08:25 UTC 6993 followers, 5913 engagements


"Check out this guy's X part series on $fbio $fbiop"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942689614294048903) 2025-07-08 20:57:52 UTC 6994 followers, 1957 engagements


"Some ideas for the week ahead $GTBIF $WDAY $BUR $MTCH $CNC $MOH"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1941932625788068091) 2025-07-06 18:49:52 UTC 7005 followers, 7162 engagements


"$REGN has a reputation as a horrible employer $GMAB has a reputation as a fantastic employer This matters a lot in my opinion"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942968794239893570) 2025-07-09 15:27:13 UTC 7005 followers, 2238 engagements


"Finally got filled on a X% position in Taiheiyo Cement $5233. I've been eyeing this one for a while now. Company has been buying back shares paying dividend and just completed a massive facility in the Philippines with plans to export some of the capacity. Crazy to think about how much money one can make owning this if Russell Napier's capex boom thesis continues to play out"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940213514087669952) 2025-07-02 00:58:43 UTC 7005 followers, 15.1K engagements


"Alright this is actually fascinating and probably the most direct answer most of us will ever get about the whole price improvement thing. Now if Fidelity could just integrate reasonable international trading fees I might consider switching"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946603567265010161) 2025-07-19 16:10:31 UTC 6996 followers, 1488 engagements


"finally got some decent volume in $CURN one of the most illiquid stocks i've ever seen. an idea i stole from @DakotasTwits"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1707817489206272155) 2023-09-29 17:59:53 UTC 6996 followers, XXX engagements


"why is $moh $cnc pumping am i dumb for typing this instead of buying more rn"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942980256639390047) 2025-07-09 16:12:46 UTC 6999 followers, 1201 engagements


"$DTI busted OFS shitco SPAC now down XX% trading at 4x fwd ebitda w/ 1.5x ebitda in debt i can't tell if this is an opportunity so it's probably a pass the potential for value destruction and bag dumping in OFS shitcos is astronomical some clueless SPAC victims are now down XX% in X years and there's a reasonable chance they get wiped out maybe worth a stab at $XXXX or something"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945664555255845171) 2025-07-17 01:59:13 UTC 6999 followers, XXX 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"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940219952671465644) 2025-07-02 01:24:18 UTC 7005 followers, 3176 engagements


"$henky: -german adhesive tech consumer brands / laundry (persil) some beauty products -trading at 12x-15x fwd earnings -clean balance sheet very minimal debt -XX% of revenue from USA"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1911173717415309474) 2025-04-12 21:44:56 UTC 7005 followers, 1605 engagements


"I was going to make a bullish $CPB post on the back of @jbulltard1 bullish options flow signal but I see two pretty concerning signals: 1) $CPB lowest street target now lowered to $28.An absolute bludgeoning. In my research this is bearish 2) Furthermore shorts have aggressively ramped up in the last few weeks My best guess Rao's is turning into a disaster from excessive competition. One more puke incoming"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946230973542081012) 2025-07-18 15:29:57 UTC 6994 followers, 2462 engagements


"Some trade ideas for the week ahead $CRMD $GMAB $DEO $NSA"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1939343481131937885) 2025-06-29 15:21:31 UTC 6984 followers, 10.6K engagements


"$lmt is buying back $3bb shares a year and you're bearish"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947312862101205393) 2025-07-21 15:09:00 UTC 7005 followers, 4135 engagements


"@CatNyanpital spot a lot of $docs.l they been blowing up in italy"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946589001105789082) 2025-07-19 15:12:38 UTC 6989 followers, XX engagements


"It makes zero sense for $LMT to sell the F-35 at a lower price point than euro shitplanes. They should charge at least $200mm each"  
![@taobanker Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1326694710933676033.png) [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946733560913617121) 2025-07-20 00:47:04 UTC 7005 followers, 1274 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@taobanker "Schwab Amex Plat: - 5x points on airfare/hotels - XXX points -- brokerage monies conversion - Brother you're getting XXX% cash back on travel - Plus free hotel room upgrades - We're practically getting paid to travel - Possible implications that @Investor_NICK_ is lifestylefrauding / pointsmaxxing"
@taobanker Avatar @taobanker on X 2025-07-19 18:49:02 UTC 7005 followers, 5310 engagements

"It's not just completely desperate but also rather financially unimaginative of investment banks to require these non-recruitment attestation waivers. Basic incentives could fix this situation but management is so out of touch with their own firms popular perception AND basic regulatory principles (collusion) that this was really their best idea"
@taobanker Avatar @taobanker on X 2025-07-22 14:51:33 UTC 7005 followers, XXX engagements

"It looks like $line is cheaper than $cold now right"
@taobanker Avatar @taobanker on X 2025-07-05 19:17:14 UTC 7004 followers, 1602 engagements

"Scott Bessent is sounding super confident in latest CNBC interview. He says that President Trump has fundamentally changed politics by introducing these new secondary tariffs on buyers of Russian oil"
@taobanker Avatar @taobanker on X 2025-07-21 16:13:57 UTC 7005 followers, 1000 engagements

"Some ideas for the week ahead $TALK $LINE $MRTN $BME.L $BMRRY $DOM.L $DPUKY"
@taobanker Avatar @taobanker on X 2025-07-20 17:02:26 UTC 7005 followers, 3895 engagements

"$LMT: X% earnings yield X% buyback X% growth XX% IRR"
@taobanker Avatar @taobanker on X 2025-07-22 13:05:18 UTC 7005 followers, 4229 engagements

"This is fucked up but Jim Cramer is right here imo $cpb"
@taobanker Avatar @taobanker on X 2025-07-17 00:03:12 UTC 6994 followers, XXX engagements

"Crypto dudes will talk about female intrasexual competition without realizing that whales are intrasexually outcompeting them by getting them to FOMO max risk into liquidation"
@taobanker Avatar @taobanker on X 2025-07-18 00:46:37 UTC 6999 followers, XXX engagements

"Grok suggested a 60%-70% probability of significant delays or cost overruns on $BA F-47 program. $BA proposal claimed that they could produce F-47 cheaper than F-22. This was probably desperate and seen as existential for $BA defense segment. If $BA comes behind on timing $LMT can suggest expensive proposals to further invest in the F-35 program or perform additional F-22 upgrades. Meanwhile $LMT thinking smart and long term about preparing themselves for more exciting projects"
@taobanker Avatar @taobanker on X 2025-07-21 10:03:09 UTC 7005 followers, 1700 engagements

"I've been pretty skeptical (on record) of $CBL as they have a reputation for being arguably the worst managers in the entire REIT industry. But it's probably a decent punt here all things considered"
@taobanker Avatar @taobanker on X 2025-07-14 15:44:51 UTC 6994 followers, 2659 engagements

"Some rank-ordered ideas: - Generalist dummies like me losing money on $cnc and $moh -- I sold my $moh today - $ELMD finally below $XX I mean this price seems pretty reasonable but why is it being shorted Red flag. - $LINE bludgeoning continues.I don't fault anyone who's a buyer here - $VLGEA want to buy at the right price - $LULU in a world of pain trading for 20x the lowest street estimates Again this does not seem right to me but I do not currently have a position"
@taobanker Avatar @taobanker on X 2025-07-14 21:24:38 UTC 6999 followers, 2373 engagements

"Modern health influencers be like "Today I went outside and walked." Wow"
@taobanker Avatar @taobanker on X 2025-07-18 16:40:42 UTC 7005 followers, 4709 engagements

"just picked up some $VEOEY interesting french water/waste utility with solid financials / growth projections. Looks like they made successful acquisition(s) recently"
@taobanker Avatar @taobanker on X 2023-12-29 17:29:30 UTC 6993 followers, 2969 engagements

"Thinking about how many mid-large cap reversals I called badly this year and how well $brby $docs have worked out. Lesson seems to be that the barrier for a good entry is higher than i thought. You really want 1) a headline technical blowout like a dividend cut delisting failed block sale or kitchen sink quarter 2) wall street cluelessness about consumer brand sentiment 3) CEO admitting that everything sucks and everyone roasting them on twitter. $wba is there. $el probably close"
@taobanker Avatar @taobanker on X 2024-11-29 15:42:22 UTC 6994 followers, XXX engagements

"Classic countercyclical play: $MRTN cold-trucking specialists - Blown da fuqq out estimates - Pristine balance sheet - Critical for society"
@taobanker Avatar @taobanker on X 2025-07-17 21:23:48 UTC 6997 followers, 1280 engagements

"I've been pounding $val warrants all week"
@taobanker Avatar @taobanker on X 2025-07-17 14:59:35 UTC 7006 followers, 1270 engagements

"$CPB price target channel suggests we now need to wait for $XX to buy.at that point you gotta wonder whether panicans take this thing down to the GFC lows @ $25"
@taobanker Avatar @taobanker on X 2025-07-20 15:34:52 UTC 7005 followers, 1336 engagements

"I don't understand what happened but I can't find that epic post where I shitted all over $cpb $flo $gis $cag $khc and gave price targets. This is a tragedy"
@taobanker Avatar @taobanker on X 2025-07-14 18:04:30 UTC 6995 followers, 1500 engagements

"Never trust a data scientist who mixes up accuracy and precision"
@taobanker Avatar @taobanker on X 2025-07-20 19:46:16 UTC 7005 followers, 1431 engagements

"$docs.l working capital unwind worked exactly like i expected study working capital unwinds"
@taobanker Avatar @taobanker on X 2025-06-10 20:44:26 UTC 6999 followers, 1550 engagements

"@Investor_NICK_ Maybe for airport maxis. Otherwise opportunity cost of other cards is too high. Make sure to hassle them every few years for a retention bonus at least bro"
@taobanker Avatar @taobanker on X 2025-07-19 17:35:42 UTC 6995 followers, 1737 engagements

"@toiletkingcap My quant says that Xi was about to bring down the hammer then had a stroke and the princelings took over"
@taobanker Avatar @taobanker on X 2025-07-20 02:13:01 UTC 6984 followers, XXX engagements

"$TRBR I think almost all of us underestimated how competitive this landscape is. There are like XX different startup protein bar brands floating around instagram these days. That said this actually makes me think more favorably of the Costco partnership. It highlights our competitive position as well as the reality that being an upstart in this business is NOT about making GAAP profits. It's way way too competitive and early to be focused on generating profit"
@taobanker Avatar @taobanker on X 2025-07-08 17:31:18 UTC 6994 followers, 2260 engagements

"Current poorozone buy list: Staples: $BMRRY $ASBFY $CABGY $REMYY $JDW.L Olvi Oyj Rosenbauer Utilities: EVN AG FCC $VEOEY Stones: Buzzi $HDELY $SRC.L Resource shitcos: $EQNR $UMICY $NTOIY $KPLUY $SBO.VI $OMVKY $OTL Unsure/cheaper: $RBGLY $HENKY $KRYAY $CZMWY $CCHGY $VCISY $MARS.L $HKHHY $DEO $CFRUY Vidrala"
@taobanker Avatar @taobanker on X 2024-12-01 02:46:59 UTC 6996 followers, 2094 engagements

"I love how AmEx plat is basically just AmEx gold but worse and more expensive. The ultimate idiot tax. 5x on flights vs 4x on all dining and groceries + 3x on flights. "BUT IT'S PLATINUM" Study this for a masterclass in consumer marketing. My old credit cards VP was shocked when metal cards literally outperformed every other initiative we had. Yes people are retarded"
@taobanker Avatar @taobanker on X 2025-07-19 17:14:58 UTC 6996 followers, 14.9K 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"
@taobanker Avatar @taobanker on X 2025-06-17 00:00:59 UTC 7005 followers, 1731 engagements

"go pull intelligent investor out of the trash can. congratulations. you are now qualified to buy $bb.pa"
@taobanker Avatar @taobanker on X 2025-07-07 14:03:15 UTC 7005 followers, XXX engagements

"Coping with a mid-day damage report: $BB.PA -XXX% $PAX -XXX% $BLX -XXX% $DIS -XXX% $NVO -XXX% $HII -X% $PINS -XXX% $MTRX -XX% $PBF -XXXX% $REGN -XXX% $HDSN -XXX% $BYG.L -XXX% $EVC -XXX% $BURBY -6.1%"
@taobanker Avatar @taobanker on X 2025-04-04 17:40:57 UTC 7005 followers, 2557 engagements

"Concentrated investing a short story: "Thesis intact." "I added." "Ridiculous." "Adding again." "Breaking my rules here to add more." Silence."
@taobanker Avatar @taobanker on X 2025-07-17 17:02:27 UTC 6987 followers, 17.3K engagements

"$talk seems like a pretty reasonable speculation no"
@taobanker Avatar @taobanker on X 2025-07-20 16:11:21 UTC 7005 followers, 4122 engagements

"great day to buy OFS imo i've been buying $res and $hlx"
@taobanker Avatar @taobanker on X 2025-07-14 15:36:48 UTC 7004 followers, XXX engagements

"@volcrushed Nah I'm just trading up my gold (altho giving up 4x on dining is actually kinda crazy) .I'm a card minimalist"
@taobanker Avatar @taobanker on X 2025-07-19 18:09:07 UTC 6994 followers, XXX engagements

"gd I can't stop thinking about doing crack cocaine ever since watching hunter biden explain how awesome it is"
@taobanker Avatar @taobanker on X 2025-07-22 01:03:47 UTC 7005 followers, 1448 engagements

"went to $cava irl and they told me to wait XX minutes for braised lamb after i waited XX minutes for them to serve X people in front of me"
@taobanker Avatar @taobanker on X 2025-07-15 00:07:23 UTC 6998 followers, 1160 engagements

"LinkedIn rejections pouring in. I apologize for my optimism last week. There are no jobs. You need to know somebody"
@taobanker Avatar @taobanker on X 2025-07-17 16:04:58 UTC 7005 followers, 5311 engagements

"Shill me the case for $XXX $VAL share price"
@taobanker Avatar @taobanker on X 2025-07-22 22:49:31 UTC 7005 followers, 1241 engagements

"Been adding to $cnc and $moh all week Generalist buying complicated shit I don't understand instead of basic shit like soup or rocks I deserve this"
@taobanker Avatar @taobanker on X 2025-07-11 15:43:37 UTC 6994 followers, 1753 engagements

"Wow. Ponzi financing has now made its way into Costco financially engineered to a perfection such that retail is now holding a hot potato of restaurant gift cards lmao Add this to the list of reasons the economy hasn't cracked yet.on business side there are all sorts of alternative financing these days; on consumer side worst case people can turn to uber/doordash for income"
@taobanker Avatar @taobanker on X 2025-07-19 20:02:33 UTC 6993 followers, 2709 engagements

"@ElementaryValue @marginofdanger oh brother what's the story with $FULO sometimes i wish there were only say 5000 stocks so that I could focus Lol"
@taobanker Avatar @taobanker on X 2024-02-24 03:39:01 UTC 7006 followers, XXX engagements

"I can't recommend enough that you do NOT take X% positions in your first few years of investing. For starters you need many reps at taking losses. Almost everyone starts out overconfident. Taking losses is a superpower because you get first hand experience about what it's like to be wrong. Once you've taken 100+ losses being wrong doesn't surprise you anymore. It's normal. You can admit it and get on with your day. But most people never get to that point"
@taobanker Avatar @taobanker on X 2025-07-17 18:41:02 UTC 7005 followers, 34.8K engagements

"just got X new trubar flavors: - strawberry shortcake: this one is on the verge of greatness but for me a slight chemical aftertaste kinda ruins it. 6/10. - macchiatto: i could see this being a serious hit for sure. very innovative flavor. I need to think about my rating but this could be in my top X alongside choco mint and choco coconut"
@taobanker Avatar @taobanker on X 2025-04-29 21:10:43 UTC 6994 followers, 1231 engagements

"@AsymmetricRisx please tell us more or dm thanks"
@taobanker Avatar @taobanker on X 2025-07-19 19:10:32 UTC 6993 followers, XXX engagements

"Rich moms and grandmas like being comfortable too. $LULU does not need to be an aspirational brand for influencers. Some of you still aren't fully understanding the flex that wearing Lululemon in fact is. "This is nice. I bought it and I didn't think about the price." The above is a more powerful lasting statement than "I'm wearing this because hot influencers are and I want to be like them." But again nothing new here. We need more women on wall street"
@taobanker Avatar @taobanker on X 2025-07-11 01:47:51 UTC 7004 followers, 3407 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"
@taobanker Avatar @taobanker on X 2025-06-16 17:46:05 UTC 7005 followers, 6362 engagements

"This is a perfect explanation for Tiger Woods. Turns out the guy just had a slow metabolism. Who would have guessed Retardio"
@taobanker Avatar @taobanker on X 2025-07-19 11:25:20 UTC 7005 followers, 1477 engagements

"Holy fuck LMAO. Within X years it's gone from "Taobanker is crazy for thinking he can trade against market makers" to this. Picture from reddit:"
@taobanker Avatar @taobanker on X 2025-07-19 16:29:52 UTC 6996 followers, 11.9K engagements

"Ideas $TAP $NSA $COLD $SEB $BMRRY $ASBFY $MOH $IQV $TMO $BRKR $LULU $AEO $BAH"
@taobanker Avatar @taobanker on X 2025-06-17 20:47:25 UTC 6994 followers, 2544 engagements

"millennials are having babies and you're not bullish on $cri please explain yourself"
@taobanker Avatar @taobanker on X 2025-07-16 15:21:38 UTC 6993 followers, XXX engagements

"I picked up a X% position in $LMT. In short I think the market is pricing in terminal risk too aggressively. I think the F-16 will continue to be competitive (+ an entry point to be able to buy more US technology) the F-22 has more runway for upgrades and the F-35 upgrades will be a resounding success. If Boeing stumbles on the F-47 all of that upside intensifies"
@taobanker Avatar @taobanker on X 2025-07-22 16:16:04 UTC 7005 followers, 4045 engagements

"My source The Odyssey and this video of birds"
@taobanker Avatar @taobanker on X 2025-07-19 11:27:11 UTC 6988 followers, 1273 engagements

"$ASBFY $ABF.L You don't really actually need to write any words to understand why this is a buy. These X charts are enough"
@taobanker Avatar @taobanker on X 2025-02-23 21:56:35 UTC 6987 followers, XXX engagements

"I don't use this term lightly but Erica the CEO of trubar is quite literally a marketing mastermind. It's like if Steve Jobs ran a nanocap CPG brand"
@taobanker Avatar @taobanker on X 2025-03-05 19:48:33 UTC 6995 followers, 1471 engagements

"There are broad price hikes being implemented across Japan. Suntory $2587.T is implementing massive price hikes domestically beginning in October. The street appears to be giving them the absolute bare minimum credit. Note gross margins don't even move. Same story at Asahi which has similarly depressed gross margins. Asahi trades at 12.7x 2026 earnings estimates Suntory trades at 13.3x with no debt"
@taobanker Avatar @taobanker on X 2025-07-16 00:43:10 UTC 7006 followers, XXX engagements

"@invertedfragil1 yeah maybe a little poland $abf.l and $src.l and call it a day"
@taobanker Avatar @taobanker on X 2025-02-17 04:44:19 UTC 6987 followers, XXX engagements

"Earnings tomorrow: got a hot take Say something As a thought experiment I wish I took Burberry and Macy's into earnings.and you know what toss in $GEOS last second too $M $PLCE $ARCO $ECOR.L $BRBY.L $WSM $VITFF $CATO $SENEA $GEOS $NGVC $MATW $BNEFF $MBCF"
@taobanker Avatar @taobanker on X 2023-11-15 23:25:43 UTC 7005 followers, 2434 engagements

"rejected for $etsy interview even though I've worked at a competitor lol resume drops are literally pointless now"
@taobanker Avatar @taobanker on X 2025-07-16 14:30:22 UTC 6996 followers, 2277 engagements

"If the Nasdaq closes up today i'm pivoting to crack"
@taobanker Avatar @taobanker on X 2025-07-22 15:22:04 UTC 7005 followers, 1491 engagements

"Schwab price improvement masterrace reporting for duty"
@taobanker Avatar @taobanker on X 2025-07-19 15:59:02 UTC 6993 followers, 1414 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"
@taobanker Avatar @taobanker on X 2025-07-15 11:54:13 UTC 7005 followers, 2611 engagements

"E&P tracker update. Thoughts: - $KEI too promotional but i could take a stab if it sells off more - $CIVI short interest / insider selling no from me dawg - $PEYUF looks legit - $PARXF looking strong like always - $CVE looks buyable here for a large cap - meh in general"
@taobanker Avatar @taobanker on X 2024-01-08 23:42:42 UTC 6990 followers, 1984 engagements

"@evrgn11112231 you might like this basically like b&m in Finland"
@taobanker Avatar @taobanker on X 2025-07-18 20:24:46 UTC 6986 followers, XXX engagements

"Apparently Xi has lowkey lost a lot of power over the last year"
@taobanker Avatar @taobanker on X 2025-07-20 01:49:51 UTC 6994 followers, 2933 engagements

"Any wood bros wanna' give up some hot takes on $bcc"
@taobanker Avatar @taobanker on X 2025-07-18 19:58:44 UTC 6999 followers, XXX engagements

"$cava expanded summer hours to 10:30-10:30. extremely desperate. expect stonk to tank"
@taobanker Avatar @taobanker on X 2025-07-15 18:20:10 UTC 6997 followers, 1161 engagements

"I have X% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"
@taobanker Avatar @taobanker on X 2025-07-22 21:32:31 UTC 7005 followers, 2416 engagements

"I bet reading this post as a $fvrr shareholder hits different lmao"
@taobanker Avatar @taobanker on X 2025-07-07 00:27:51 UTC 7005 followers, 1608 engagements

"Which euro utility do you like more than $vie.pa $veoey or $fcc"
@taobanker Avatar @taobanker on X 2025-06-20 22:28:34 UTC 6998 followers, XXX engagements

"Alright listen. Serious mode guys. We need to figure out what we are buying between $moh $cnc and $unh. If you know what's going on here please help brodies out. I am clueless"
@taobanker Avatar @taobanker on X 2025-07-02 14:37:12 UTC 6986 followers, 6643 engagements

"$umicy $umi.br interesting example of virtues of @Citrini7 basket approach. I waffled around and ultimately missed the big move. Goatrini saw the upside sized it accordingly didn't try to time it and worked on his garden. Lesson there"
@taobanker Avatar @taobanker on X 2025-06-10 15:18:50 UTC 7005 followers, 3801 engagements

"@DaBao_ Sigh. I only own $bme because I'm capped out on $abf"
@taobanker Avatar @taobanker on X 2025-07-15 12:08:16 UTC 6984 followers, XXX engagements

"The Nasdaq should double its listing fees and send YTD screenshots of FTSE stonks to anyone who complains"
@taobanker Avatar @taobanker on X 2025-07-22 21:09:43 UTC 7005 followers, XXX engagements

"$bb.pa is definitely a buy here. not looking to debate nerds on this one. the price is right"
@taobanker Avatar @taobanker on X 2025-07-07 13:57:13 UTC 7005 followers, 1542 engagements

"This is why you unfortunately can't actually date long term out of your league in NYC. The city is ruthlessly efficient and you will get snipered. When I was going out with an XXX I literally got mogged by a lesbian at the bar who tried to steal her from me"
@taobanker Avatar @taobanker on X 2025-07-12 16:02:08 UTC 7005 followers, 1174 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"
@taobanker Avatar @taobanker on X 2025-02-25 20:13:16 UTC 7006 followers, 1049 engagements

"anyone have thoughts on paying up a bit for $ngvc growth here"
@taobanker Avatar @taobanker on X 2025-07-10 23:20:46 UTC 7004 followers, XXX engagements

"Any shipping bros wanna give up some hot takes on $matx"
@taobanker Avatar @taobanker on X 2025-07-18 19:58:33 UTC 7004 followers, XXX engagements

"in my experience nearly everything can backfire say you sell covered calls now you could end up with short term gains on your calls while the long term gains you were "counting on" in your underlying vaporize lol or say you buy section 1256 hedges but lose money instead of make money on hedge -- now you're erasing hard fought long term gains"
@taobanker Avatar @taobanker on X 2025-07-22 20:36:26 UTC 7005 followers, XXX engagements

"@CatNyanpital I think it's actually fragrances that are the bulk of it but it's a fairly diversified segment"
@taobanker Avatar @taobanker on X 2025-07-16 16:00:30 UTC 6988 followers, XXX engagements

"Next aside from the whole loss thing you're simply getting more experience all around. How could you possibly know what justifies a massive position You don't know anything. By forcing yourself to fill your portfolio with more positions you will do more research and expose yourself to more ideas. Again reps"
@taobanker Avatar @taobanker on X 2025-07-17 18:49:22 UTC 6994 followers, 14K engagements

"one of the best tells to go long on this website is when you see pod guys consoling each other that their short is still a good idea $brby.l $burby"
@taobanker Avatar @taobanker on X 2025-07-18 10:42:22 UTC 7005 followers, XXX 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%+)"
@taobanker Avatar @taobanker on X 2025-07-03 19:20:43 UTC 6999 followers, 1273 engagements

"$DOM.L down another X% since this post Guys. We are getting greedy here. This is potentially compounding at 15%-20% long term imo. You guys realize what they're used to eating in the U.K. right You could serve those guys modern Papa Johns and they would still eat it"
@taobanker Avatar @taobanker on X 2025-07-14 23:32:06 UTC 6988 followers, 2481 engagements

"@niubi1988 i own $crmd whats the deal with cvtx"
@taobanker Avatar @taobanker on X 2025-07-14 16:06:58 UTC 6999 followers, XXX engagements

"@RecoveryTrade I'm not sure that there are. $CPB owns two of the best potato chip brands the best pretzel brand the best peanut butter crackers brand goldfish and pepperidge farm (incl milanos). They are incredibly lindy compared to shitcos $CAG $KHC. $KRYAY however is interesting"
@taobanker Avatar @taobanker on X 2023-09-01 19:38:52 UTC 6994 followers, XXX 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"
@taobanker Avatar @taobanker on X 2025-06-24 22:29:01 UTC 6996 followers, 1159 engagements

"Crazy how the moment you enter Manhattan it's like hey you know what maybe ambition is a worthwhile character trait"
@taobanker Avatar @taobanker on X 2025-07-11 20:03:11 UTC 7005 followers, 3274 engagements

"Since this post took off I'll give the final main point here: You are underestimating the benefits of diversification. You need to experiment with the principle that the whole can be greater than the sum of the parts. You need to see how rebalancing "works". You need to understand the marginal value that a position brings from complementing your portfolio construction in particular"
@taobanker Avatar @taobanker on X 2025-07-18 01:47:24 UTC 6996 followers, 2580 engagements

"I bought some $mtch because of this apple payments thing"
@taobanker Avatar @taobanker on X 2025-07-03 14:44:18 UTC 7005 followers, 1645 engagements

"@ShareholderSimp I mean if you did your own numbers and you feel confident in them that's one thing. But sell side numbers are made up"
@taobanker Avatar @taobanker on X 2025-07-18 13:28:15 UTC 7005 followers, XX engagements

"$KR allowing everyone in the ghetto to check themselves out is pretty insane I must say"
@taobanker Avatar @taobanker on X 2025-07-14 15:11:18 UTC 6984 followers, XXX engagements

"street analysts recently downgraded $lmt due to some sort of disappointment or low expectations over the f35 program Fundamentally this is not a serious outlook critics have hated on the f-35 since its inception for all the wrong reasons. they said it isn't a good dogfighter. that is like saying an elite sniper is a bad spearman. the f-35 ends conflicts before they would even begin pre-f-35 technology. the conflict in the middle east has been the best advertisement for the f-35 imaginable. it is absolutely essential to israel's operations and dominance. it can literally disable radar and"
@taobanker Avatar @taobanker on X 2025-07-20 01:25:30 UTC 7005 followers, 2993 engagements

"The reason you need to force-feed your SVP bullet points is that gen-x has been oneshotted by ipad video games designed for toddlers Just sat next to one who played some variant of tetris on his phone for an hour straight -- zero interruptions -- and it was causing him noticeable stress as he took a deep breath every few minutes. The game appeared to be so simple as to serve as a useful screen for mental retardation. Up a few rows I could see a boomer doing the same on his ipad. Old people are retarded and this is a hill I'm willing to die on"
@taobanker Avatar @taobanker on X 2025-07-14 00:36:29 UTC 6989 followers, 1801 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"
@taobanker Avatar @taobanker on X 2025-02-12 22:27:42 UTC 6998 followers, XXX engagements

"Just passed by $rdi angelika film center the city hits different when you have a watchlist of over 1000 stonks"
@taobanker Avatar @taobanker on X 2025-07-12 02:13:42 UTC 6986 followers, XXX engagements

"Latin America & Asia (ex-Japan ex-tobacco ex-cement/limestone): - I own a little liverpool like .5% too lazy to get a proper fill - I think $pax is probably a good buy here.I've traded this stock a lot - $mlbi and $avia my top stocks to watch in indonesia. Super cheap if you believe growth is coming not that cheap if you don't believe growth is coming + scared of government - $enic is a pretty interesting play on hydro power - Would like to buy $arco bangkok airways $grumab $htc at the right price. Haven't heard the best things about $arco management and there's a lack of transparency on"
@taobanker Avatar @taobanker on X 2025-03-31 20:58:01 UTC 6993 followers, 1522 engagements

"@Investor_NICK_ you know about this bro this is huge"
@taobanker Avatar @taobanker on X 2025-07-19 19:31:12 UTC 6993 followers, 1049 engagements

"@perp_ster @CapitalValor which country do you like more to invest in"
@taobanker Avatar @taobanker on X 2025-07-04 19:42:30 UTC 6996 followers, XX engagements

"@valuedrift Damn. $HMSP looking like a buy"
@taobanker Avatar @taobanker on X 2025-07-19 16:07:11 UTC 6999 followers, XX engagements

"I retract this post and eagerly await my AmEx plat card. Excited to join the highest echelon of society and already feel bad for non-plat poors"
@taobanker Avatar @taobanker on X 2025-07-19 17:55:35 UTC 6993 followers, 2693 engagements

"$TPC this is one of my biggest fumbles of the cycle. When companies with big backlogs and fixed contracts (that take time to burn off) turn around.the market never expects it. Fuuuuuck Is $MTRX closest analogy today"
@taobanker Avatar @taobanker on X 2025-07-17 14:12:57 UTC 6999 followers, XXX engagements

"Interesting that $BB.PA bought back over 50k shares recently. X% of share count Apparently unphased by new buyback tax"
@taobanker Avatar @taobanker on X 2025-07-07 20:06:41 UTC 7005 followers, 1132 engagements

"The light is gone from the eyes of the new Cava employee after just one week. I knew they were going to drag her down. This is sad as hell man"
@taobanker Avatar @taobanker on X 2025-07-18 16:30:38 UTC 6997 followers, 2295 engagements

"$BB.PA: - XXX% dividend - X% discount to lowest street price target - XXXX% earnings yield - Net cash positive working capital"
@taobanker Avatar @taobanker on X 2025-06-23 22:18:29 UTC 7005 followers, 3674 engagements

"@lookdownnotup @CapitalShipyard @kingdomcapadv @david_katunaric what if the real play here is just going long $med poggers"
@taobanker Avatar @taobanker on X 2025-07-07 20:46:42 UTC 6997 followers, XX engagements

"$WIIM this is possibly the cheapest stonk i've ever found. this is an insane price for a tobacco company paying a XX% dividend making huge investments"
@taobanker Avatar @taobanker on X 2024-11-24 23:33:54 UTC 6998 followers, 2170 engagements

"@MetacriticCap 6.8x ebitda including leases"
@taobanker Avatar @taobanker on X 2025-07-14 18:31:30 UTC 6986 followers, XXX engagements

"You should check out my blog if you want to know which energy stonks I own"
@taobanker Avatar @taobanker on X 2025-07-15 17:31:15 UTC 6989 followers, 4279 engagements

"I feel like I need to start suggesting shorts just to prove to everyone how easy it is (or alternatively to prove to myself that it isn't). For starters I 1000% agree with David Orr. I may talk on occasion about shorting a popular stock like $CMG but that is a total waste of time. I think I could find you XXX shorts you've never heard of without much trouble"
@taobanker Avatar @taobanker on X 2025-07-14 23:37:23 UTC 6993 followers, 2302 engagements

"You have to love that uniquely American $LMT panic into the close. "What Lockheed isn't working anymore Dump it and split the proceeds between pre revenue raw earths and pre bankruptcy short squeezes.""
@taobanker Avatar @taobanker on X 2025-07-22 19:49:42 UTC 7005 followers, XXX engagements

"@volcrushed @extradeadjcb it really is XX% of the current shitposting meta for women"
@taobanker Avatar @taobanker on X 2025-07-20 23:54:20 UTC 7005 followers, XXX engagements

"I'm genuinely thinking about doing the following: Posting the absolutely-admittedly shittiest DD ever (e.g. "I read they did current hype thing X years ago literally have no idea what the company is doing now i'm buying this purely to own dogshit hype factor in fact it might be some sort of scam) ______ Would anything be wrong with that Would it make a difference if I already owned any at the time Would it matter when I sold"
@taobanker Avatar @taobanker on X 2025-07-18 22:52:07 UTC 6986 followers, 1234 engagements

"I have formally announced my candidacy for CEO of $WEN. Have a great weekend everyone"
@taobanker Avatar @taobanker on X 2025-07-18 21:08:25 UTC 6993 followers, 5913 engagements

"Check out this guy's X part series on $fbio $fbiop"
@taobanker Avatar @taobanker on X 2025-07-08 20:57:52 UTC 6994 followers, 1957 engagements

"Some ideas for the week ahead $GTBIF $WDAY $BUR $MTCH $CNC $MOH"
@taobanker Avatar @taobanker on X 2025-07-06 18:49:52 UTC 7005 followers, 7162 engagements

"$REGN has a reputation as a horrible employer $GMAB has a reputation as a fantastic employer This matters a lot in my opinion"
@taobanker Avatar @taobanker on X 2025-07-09 15:27:13 UTC 7005 followers, 2238 engagements

"Finally got filled on a X% position in Taiheiyo Cement $5233. I've been eyeing this one for a while now. Company has been buying back shares paying dividend and just completed a massive facility in the Philippines with plans to export some of the capacity. Crazy to think about how much money one can make owning this if Russell Napier's capex boom thesis continues to play out"
@taobanker Avatar @taobanker on X 2025-07-02 00:58:43 UTC 7005 followers, 15.1K engagements

"Alright this is actually fascinating and probably the most direct answer most of us will ever get about the whole price improvement thing. Now if Fidelity could just integrate reasonable international trading fees I might consider switching"
@taobanker Avatar @taobanker on X 2025-07-19 16:10:31 UTC 6996 followers, 1488 engagements

"finally got some decent volume in $CURN one of the most illiquid stocks i've ever seen. an idea i stole from @DakotasTwits"
@taobanker Avatar @taobanker on X 2023-09-29 17:59:53 UTC 6996 followers, XXX engagements

"why is $moh $cnc pumping am i dumb for typing this instead of buying more rn"
@taobanker Avatar @taobanker on X 2025-07-09 16:12:46 UTC 6999 followers, 1201 engagements

"$DTI busted OFS shitco SPAC now down XX% trading at 4x fwd ebitda w/ 1.5x ebitda in debt i can't tell if this is an opportunity so it's probably a pass the potential for value destruction and bag dumping in OFS shitcos is astronomical some clueless SPAC victims are now down XX% in X years and there's a reasonable chance they get wiped out maybe worth a stab at $XXXX or something"
@taobanker Avatar @taobanker on X 2025-07-17 01:59:13 UTC 6999 followers, XXX 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"
@taobanker Avatar @taobanker on X 2025-07-02 01:24:18 UTC 7005 followers, 3176 engagements

"$henky: -german adhesive tech consumer brands / laundry (persil) some beauty products -trading at 12x-15x fwd earnings -clean balance sheet very minimal debt -XX% of revenue from USA"
@taobanker Avatar @taobanker on X 2025-04-12 21:44:56 UTC 7005 followers, 1605 engagements

"I was going to make a bullish $CPB post on the back of @jbulltard1 bullish options flow signal but I see two pretty concerning signals: 1) $CPB lowest street target now lowered to $28.An absolute bludgeoning. In my research this is bearish 2) Furthermore shorts have aggressively ramped up in the last few weeks My best guess Rao's is turning into a disaster from excessive competition. One more puke incoming"
@taobanker Avatar @taobanker on X 2025-07-18 15:29:57 UTC 6994 followers, 2462 engagements

"Some trade ideas for the week ahead $CRMD $GMAB $DEO $NSA"
@taobanker Avatar @taobanker on X 2025-06-29 15:21:31 UTC 6984 followers, 10.6K engagements

"$lmt is buying back $3bb shares a year and you're bearish"
@taobanker Avatar @taobanker on X 2025-07-21 15:09:00 UTC 7005 followers, 4135 engagements

"@CatNyanpital spot a lot of $docs.l they been blowing up in italy"
@taobanker Avatar @taobanker on X 2025-07-19 15:12:38 UTC 6989 followers, XX engagements

"It makes zero sense for $LMT to sell the F-35 at a lower price point than euro shitplanes. They should charge at least $200mm each"
@taobanker Avatar @taobanker on X 2025-07-20 00:47:04 UTC 7005 followers, 1274 engagements

creator/twitter::1326694710933676033/posts
/creator/twitter::1326694710933676033/posts