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[@CapitalFang](/creator/twitter/CapitalFang)
"$AHT - Q2 out. Comparable RevPAR down XXX% y/o/y with comparable total revenue up XXX% and comparable Hotel EBITDA up XXX% y/o/y. RevPAR varied by region - X hotels in DC area were down XXX% which may be tied to DOGE. And there's this on more asset sales:"  
[X Link](https://x.com/CapitalFang/status/1950715683542868291) [@CapitalFang](/creator/x/CapitalFang) 2025-07-31T00:30Z 2294 followers, 1911 engagements


"$CPS - XX% of sales were to $F in 2024 and F150 is the top platform. So stock hammered in the last week as we await implications of Novelis fire. Temporary blip as we await news on the refi. Reminds me of the dip in $UNFI which was an amazing buying opportunity"  
[X Link](https://x.com/CapitalFang/status/1977051744367788087) [@CapitalFang](/creator/x/CapitalFang) 2025-10-11T16:40Z 2294 followers, 1754 engagements


"$DPZ reports tomorrow morning. No position but seems like they are running the $XXXX unlimited topping promotion continuously (this wasn't done last year). Stock basically at XX week low. Curious to see U.S. SSS number"  
[X Link](https://x.com/CapitalFang/status/1977867148358725981) [@CapitalFang](/creator/x/CapitalFang) 2025-10-13T22:40Z 2294 followers, 2074 engagements


"$DPZ XXX% US SSS on top of XXX% last year vs. XXX% on top of XXX% in Q2. So 2-year trend held and the increased promotion stance is working (maybe less so for bottom line of franchisees). Given stock near 52-wk low into the print expect a decent bounce even in a weak tape"  
[X Link](https://x.com/CapitalFang/status/1978048823173009704) [@CapitalFang](/creator/x/CapitalFang) 2025-10-14T10:42Z 2294 followers, 3395 engagements


"$DPZ - update. Sounds like Q4 is off to a slow start in the US. If the consumer can't spend $XX or less on a large pizza things could get ugly"  
[X Link](https://x.com/CapitalFang/status/1978090188107608345) [@CapitalFang](/creator/x/CapitalFang) 2025-10-14T13:27Z 2294 followers, 1150 engagements


"$DPZ - update: the franchisees love the "best deal ever""  
[X Link](https://x.com/CapitalFang/status/1978161616068694228) [@CapitalFang](/creator/x/CapitalFang) 2025-10-14T18:10Z 2294 followers, XXX engagements


"$AKA - Princess Polly is roughly half the biz which means it's a $300M biz with only XX US stores. One could easily make the argument that this brand alone is worth more than the $215M EV of the entire company"  
[X Link](https://x.com/CapitalFang/status/1978798341392928771) [@CapitalFang](/creator/x/CapitalFang) 2025-10-16T12:21Z 2294 followers, 1294 engagements


"Well I had some names on my list for buy on Russell deletion. Wasn't sure if it was already priced in but $NDLS move today showed it clearly wasn't. Stock had a massive move up in Jan/Feb and could repeat if positive SSS/traffic continues"  
[X Link](https://x.com/CapitalFang/status/1938691739327275303) [@CapitalFang](/creator/x/CapitalFang) 2025-06-27T20:11Z 2292 followers, XXX engagements


"OK - I'll rank 'em: X. $PRPL - multibagger with sales growth and GM expansion. Doesn't feel too early at all. X. $SNBR - potential multi-bagger if sales return to growth in '26. Risk/reward skews very positive though if strong stomach. X. $WHR - not exciting at all. Pass"  
[X Link](https://x.com/CapitalFang/status/1950673904114266400) [@CapitalFang](/creator/x/CapitalFang) 2025-07-30T21:44Z 2289 followers, 4231 engagements


"$AHT extends highland pool. Appraised asset value of $1.1B with loan balance of $733M so $380M of NAV - market cap of company is $37M. So 10x. Lol"  
[X Link](https://x.com/CapitalFang/status/1950701387958096172) [@CapitalFang](/creator/x/CapitalFang) 2025-07-30T23:33Z 2292 followers, 1153 engagements


"$AHT - so $334M of preferred. $1B of NAV less $334M of preferred = $666M net divided by 6m ish shares for $XXX stock price (UPON LIQUIDATION) vs. $XXXX current price. No way it's happening but math is math"  
[X Link](https://x.com/CapitalFang/status/1950905932373741776) [@CapitalFang](/creator/x/CapitalFang) 2025-07-31T13:06Z 2292 followers, 3380 engagements


"$JACK and $RRGB smashed - probably due to higher beef costs. $SHAK says up low teens in Q3. Feels like both companies have corporate level initiatives that matter far more than a spike in the commodity basket"  
[X Link](https://x.com/CapitalFang/status/1950958269721202840) [@CapitalFang](/creator/x/CapitalFang) 2025-07-31T16:34Z 2292 followers, 1242 engagements


"$AHT - more asset sales imminent"  
[X Link](https://x.com/CapitalFang/status/1950989618511331447) [@CapitalFang](/creator/x/CapitalFang) 2025-07-31T18:39Z 2292 followers, 1143 engagements


"MONTY X LIFE $AHT $BHR Beyond parody"  
[X Link](https://x.com/CapitalFang/status/1952786060548669456) [@CapitalFang](/creator/x/CapitalFang) 2025-08-05T17:37Z 2292 followers, 1694 engagements


"Termination fee on $AHT would be massive as far more hotels under mgmt. Possible route if Monty wants out of the biz entirely. IMO more likely is Monty taking AHT private at premium to current price but huge discount to NAV (see previous estimates). Could also all be BS. 🤷♂"  
[X Link](https://x.com/CapitalFang/status/1960476879217156257) [@CapitalFang](/creator/x/CapitalFang) 2025-08-26T22:58Z 2289 followers, 1869 engagements


"$AHT / $BHR - Sadly Monty stays in Dallas but the superstars do not"  
[X Link](https://x.com/CapitalFang/status/1961237925963923888) [@CapitalFang](/creator/x/CapitalFang) 2025-08-29T01:22Z 2292 followers, 1152 engagements


"$AHT - One can be for or against this deployment. I just want Monty to get some high RevPAR group revenue in DC area hotels from it while it lasts"  
[X Link](https://x.com/CapitalFang/status/1963579797767909655) [@CapitalFang](/creator/x/CapitalFang) 2025-09-04T12:27Z 2292 followers, 1047 engagements


"Well $AHT has $2.6B of floating rate debt. Nobody cares but they are poised to benefit massively from rate cuts"  
[X Link](https://x.com/CapitalFang/status/1966122615761940886) [@CapitalFang](/creator/x/CapitalFang) 2025-09-11T12:52Z 2292 followers, 1376 engagements


"$AHT - selling San Diego Residence Inn for $42M. Per last 10-K there's about $28M mortgage balance. So $14Mish of NAV. On X million shares that's about $XXXX per share. On top of several hundred million in actual NAV from recent sales or refinancings. Somebody needs to care"  
[X Link](https://x.com/CapitalFang/status/1966240910582423553) [@CapitalFang](/creator/x/CapitalFang) 2025-09-11T20:42Z 2292 followers, 3094 engagements


"$AHT with a creative refi of premier Nashville property. Mortgage down by $49M with rate lowered by XXX bps. Offset by preferred equity increase of $53M (and a lower preferred rate of return) - don't know yet if brand new money or if they allocated existing preferred"  
[X Link](https://x.com/CapitalFang/status/1967723195664085242) [@CapitalFang](/creator/x/CapitalFang) 2025-09-15T22:52Z 2292 followers, 1175 engagements


"$PLCE - they have revenue opportunities from licensing Gymboree more wholesale etc. But it's f'ing kids apparel - if they said they had a path back to $2B in revs nobody would believe it. Just execute on product and hope for incremental share gains. Know what you own"  
[X Link](https://x.com/CapitalFang/status/1968700227361165729) [@CapitalFang](/creator/x/CapitalFang) 2025-09-18T15:34Z 2292 followers, 2355 engagements


"$F hybrid sales up XXXX% in Q3. $CPS absolutely LOVES hybrid sales over ICE (engines not gov't agency) or EV"  
[X Link](https://x.com/CapitalFang/status/1973379296900030566) [@CapitalFang](/creator/x/CapitalFang) 2025-10-01T13:27Z 2290 followers, 2666 engagements


"Guess it's time to add $FND to the list. Stock chart reflects extreme pessimism for a category leader. Cycle will turn at some point. Feels far less speculative than some of my other plays in the space"  
[X Link](https://x.com/CapitalFang/status/1974118267192291773) [@CapitalFang](/creator/x/CapitalFang) 2025-10-03T14:24Z 2293 followers, 2878 engagements


"@ClarkinM My play is more that he'll try to take over $AHT at a premium (but ridiculously low price) once this is done and he gets the termination fee"  
[X Link](https://x.com/CapitalFang/status/1975731450055168190) [@CapitalFang](/creator/x/CapitalFang) 2025-10-08T01:14Z 2292 followers, XXX engagements


"Update: $WBA gone. $HBI basically gone. $CPRI seeing signs of life. $VFC still waiting on Vans. $NWL not great but stock over done. I own these X. $NKE still no clue. $AAP trading at 33x earnings with negative FCF - seems nuts given competition"  
[X Link](https://x.com/CapitalFang/status/1955962523964072438) [@CapitalFang](/creator/x/CapitalFang) 2025-08-14T11:59Z 2294 followers, 6787 engagements


"$PLCE - 2H cash flow from operations by year: 24: $77M (elevated inventory) 23: $126M 22: $45M (cotton spike) 21: $136M 20: $47M (COVID) 19: $155M 18: $129M 17: $143M 16: $124M Lower store count and revenues now plus bigger AMZN biz (diff payment terms) but trend is obvious"  
[X Link](https://x.com/CapitalFang/status/1964327460373159983) [@CapitalFang](/creator/x/CapitalFang) 2025-09-06T13:58Z 2294 followers, 1957 engagements


"At the rate this shit is collapsing it's going to end up being much easier to just buy $HD or $LOW. $HD should probably rebrand from Home Depot to Data Center Depot to juice their stock"  
[X Link](https://x.com/CapitalFang/status/1976605429137285145) [@CapitalFang](/creator/x/CapitalFang) 2025-10-10T11:07Z 2294 followers, 1511 engagements


"@Bullshark_2012 @waterboystocks Unlike $AHT this one is actually FCF positive and pays a common dividend that's yielding close to 6%. There are just no public equity buyers for this type of business model at the moment. But there are private buyers paying very attractive prices for individual hotels"  
[X Link](https://x.com/CapitalFang/status/1979636924370628981) [@CapitalFang](/creator/x/CapitalFang) 2025-10-18T19:53Z 2294 followers, XXX engagements


"Most of my ill-fated efforts on Hotel REITs have been focused on $AHT and $BHR. But almost the entire space trades at massive discounts to NAV even as individual asset sales validate NAV. Time has come for a non-Monty Bennett basket for yield and capital appreciation"  
[X Link](https://x.com/CapitalFang/status/1979948198148841815) [@CapitalFang](/creator/x/CapitalFang) 2025-10-19T16:30Z 2294 followers, 7258 engagements


"So Ashford getting $480M from a sale to terminate the management contact. That's a windfall for Monty to take $AHT private. Very positive development here"  
[X Link](https://x.com/CapitalFang/status/1960467664876323263) [@CapitalFang](/creator/x/CapitalFang) 2025-08-26T22:21Z 2293 followers, 6221 engagements


"After posting on $FND the other day I started looking for other well-known (high-flyerish) names that have been absolutely smoked over the last XX days or so. Not sure it's like buying big tech in late 2022 but generally have done well buying low RSI periods in stuff like this"  
[X Link](https://x.com/CapitalFang/status/1974631136153518517) [@CapitalFang](/creator/x/CapitalFang) 2025-10-05T00:22Z 2292 followers, 4408 engagements


"$FND (1/) X. Barring another leg down SSS declines are pretty much done X. Store growth of XX% since XX X. Non-comp productivity is back at XX% after falling below XX% in 2H '23 X. Sales per avg store was $24.6M in XX now $18.6M on TTM basis - down 25%. Where's the bottom"  
[X Link](https://x.com/CapitalFang/status/1974925211511517429) [@CapitalFang](/creator/x/CapitalFang) 2025-10-05T19:50Z 2293 followers, 2525 engagements


"$FND (2/2) X. Q2 TTM sales per avg store was down XXX% - best number in quite some time. So second derivative has turned positive - does that continue Housing cycle will drive positive SSS on a much larger store base but is that 2026 2027 or never Prob requires QE/YCC. 🤷♂"  
[X Link](https://x.com/CapitalFang/status/1974925212996247732) [@CapitalFang](/creator/x/CapitalFang) 2025-10-05T19:50Z 2293 followers, XXX engagements


"@kingdomcapadv Should change ticker to AIA to attract accidental buyers. Might end up where $HBI where it ends up getting acquired at a lower than desired price but worse things than getting a big move "all at once". I'm just sitting in the name watching paint dry"  
[X Link](https://x.com/CapitalFang/status/1977799910322786487) [@CapitalFang](/creator/x/CapitalFang) 2025-10-13T18:13Z 2294 followers, XXX engagements


"Guess the Jefferies analyst who downgraded $DLTR to Underperform with a $XX PT last week has some explaining to do. Investor day news is quite good. Appreciate the chance to buy the stock at $XX though"  
[X Link](https://x.com/CapitalFang/status/1978413865491628331) [@CapitalFang](/creator/x/CapitalFang) 2025-10-15T10:53Z 2294 followers, XXX engagements


"@waterboystocks The whole space is pretty much like that. I've posted on $AHT a bunch. And while management is as sleazy as it comes every time they either sell or refinance their assets it validates the value dislocation to NAV. Don't know what changes the narrative"  
[X Link](https://x.com/CapitalFang/status/1979614832535167461) [@CapitalFang](/creator/x/CapitalFang) 2025-10-18T18:25Z 2294 followers, XXX engagements


"@SmallCapKing2 Seems like they are shooting investors with lethal rather than non-lethal weapons. Is this all because the CEO sold stock under a 10b-5"  
[X Link](https://x.com/CapitalFang/status/1980301332235096189) [@CapitalFang](/creator/x/CapitalFang) 2025-10-20T15:53Z 2294 followers, XXX engagements