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[@mmlionfund](/creator/twitter/mmlionfund)
"Lululemon $LULU is currently facing a XX% drawdown. New players continue to enter the fitness apparel industry. No position held. @mjmauboussin base rates of returns by maximum drawdown $NKE $ONON $DECK"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1942227050091159842) 2025-07-07 14:19:48 UTC XXX followers, 1286 engagements


"Ryanair CEO in today's earnings call regarding European summer demand: "We are seeing robust demand into the summer this year. Traffic is modestly ahead as we would it XX% up on same day last year. But the pricing is reasonably strong. $UAL $DAL $EZJ $RYAAY $LHA $WIZZ $IAG $AF"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1947256811423232253) 2025-07-21 11:26:16 UTC XXX followers, XXX engagements


"$SPY is up XX% from April lows; $QQQ 35%. I believe the current market risk-reward setting is unfavorable. Despite solid company and macro data this week is a right time to reduce some positions imo. Plan to trim a significant portion of our $SHOP and $WWD holdings today"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1946179323976667479) 2025-07-18 12:04:43 UTC XXX followers, XX engagements


"$LMT Questionable management significant EPS guidance cut without prior announcement. Diluted EPS forecast lowered to $21.70$22.00 from $27.00$27.30 driven by $XXX billion in program losses and $XXX million in additional charges. $RTX $GD $LHX $BA"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1947627189177905468) 2025-07-22 11:58:01 UTC XXX followers, XXX engagements


"1997: Mark Holowesko highlighting the U.S. stock markets excess equating to XXXX% of GDP. Today its about XXX% of GDP. There's a caveat as S&P XXX companies now generate substantial global revenue inflating the Buffett Indicator. Still the number seems elevated $SPY $QQQ"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1947329531083108388) 2025-07-21 16:15:14 UTC XXX followers, XXX engagements


"Comparison of leading one-stop travel platforms using Booking Holdings $BKNG MakeMyTrip and Tripcom as proxies. $TCOM holds a XX% stake in $MMYT and owns Skyscanner. Chinas travel sector is set for a rebound watching $TCOM No position"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1932007507431739541) 2025-06-09 09:30:59 UTC XXX followers, XXX engagements


"Diageo $DEO is reportedly seeking a new CEO. Im skeptical this will address the core problem. In my view the alcohol beverage industry faces structural challenges as consumer preferences shift. Inflation is not the main reason as managements have been claiming. $STZ $BF.B $BUD"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1945444435736629373) 2025-07-16 11:24:32 UTC XXX followers, XXX engagements


"Incredible how incompetent Spain's government is. In the middle of an AI platform revolution and it restricts an industry leader like Broadcom $AVGO from entering the economy. Socialism kills innovation. $NVDA $SPY"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1944695344786280638) 2025-07-14 09:47:55 UTC XXX followers, 1490 engagements


"Coca-Cola FEMSA CEO in today's earnings call: "For the second half of 2025 we are adopting a prudent approach anticipating a challenging economic landscape. With personal consumption expenditures and remittances declining for two consecutive months we are preparing for a more complex environment to navigate." A challenging consumer environment was noted in Mexico and Colombia while Brazil demonstrated resilient consumption. $NU $DLO $STNE $KOF $KO"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1948077388979445793) 2025-07-23 17:46:57 UTC XXX followers, XX engagements


"European automakers are still facing many challenges. Stellantis's performance continues to decline while Volkswagen and Mercedes also reported disappointing earnings today all three withdrew their guidance. $STLA $TSLA $GM $MBG $BMW #Porsche $VOW"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1917513114435911963) 2025-04-30 09:35:26 UTC XXX followers, XXX engagements


"$GE big Q2 earnings report. Free cash flow nearly doubled to $2.1B up XX% year-over-year. $XXX billion backlog. Record deals with Qatar Airways and IAG. Commercial services profit expected to increase over XX% from 20242028. Commercial air traffic growing above GDP. Long. $BA"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1945806596031791267) 2025-07-17 11:23:38 UTC XXX followers, XXX engagements


"Since May $LION has seen significant insider transactions. Bloomberg recently reported a potential acquisition by $APO backed Legendary Entertainment. No position. Watching"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1944797480933011836) 2025-07-14 16:33:46 UTC XXX followers, XXX engagements


"Rogers Corporation $ROG down X% today after its CEO left the company and board. In 2021 DuPont $DD almost acquired Rogers for $XXX billion in an all-cash deal at $XXX per share but the transaction fell due to Chinese regulatory hurdles. Stock now trades at $XX per share"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1944808759043280932) 2025-07-14 17:18:35 UTC XXX followers, XXX engagements


"$AXP American Express CEO in today's earnings call: "You're seeing a little bit of a slowdown in airline not necessarily front of the cabin. You're seeing a little bit of a slowdown in lodging but again not necessarily on the high transactions. But goods and services continue to be resilient. Gen Zs & millennials continue to be consistent." $DAL $UAL $HLT $H $MARR"  
![@mmlionfund Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::153220527.png) [@mmlionfund](/creator/x/mmlionfund) on [X](/post/tweet/1946207549729993054) 2025-07-18 13:56:53 UTC XXX followers, XXX 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.]

@mmlionfund "Lululemon $LULU is currently facing a XX% drawdown. New players continue to enter the fitness apparel industry. No position held. @mjmauboussin base rates of returns by maximum drawdown $NKE $ONON $DECK"
@mmlionfund Avatar @mmlionfund on X 2025-07-07 14:19:48 UTC XXX followers, 1286 engagements

"Ryanair CEO in today's earnings call regarding European summer demand: "We are seeing robust demand into the summer this year. Traffic is modestly ahead as we would it XX% up on same day last year. But the pricing is reasonably strong. $UAL $DAL $EZJ $RYAAY $LHA $WIZZ $IAG $AF"
@mmlionfund Avatar @mmlionfund on X 2025-07-21 11:26:16 UTC XXX followers, XXX engagements

"$SPY is up XX% from April lows; $QQQ 35%. I believe the current market risk-reward setting is unfavorable. Despite solid company and macro data this week is a right time to reduce some positions imo. Plan to trim a significant portion of our $SHOP and $WWD holdings today"
@mmlionfund Avatar @mmlionfund on X 2025-07-18 12:04:43 UTC XXX followers, XX engagements

"$LMT Questionable management significant EPS guidance cut without prior announcement. Diluted EPS forecast lowered to $21.70$22.00 from $27.00$27.30 driven by $XXX billion in program losses and $XXX million in additional charges. $RTX $GD $LHX $BA"
@mmlionfund Avatar @mmlionfund on X 2025-07-22 11:58:01 UTC XXX followers, XXX engagements

"1997: Mark Holowesko highlighting the U.S. stock markets excess equating to XXXX% of GDP. Today its about XXX% of GDP. There's a caveat as S&P XXX companies now generate substantial global revenue inflating the Buffett Indicator. Still the number seems elevated $SPY $QQQ"
@mmlionfund Avatar @mmlionfund on X 2025-07-21 16:15:14 UTC XXX followers, XXX engagements

"Comparison of leading one-stop travel platforms using Booking Holdings $BKNG MakeMyTrip and Tripcom as proxies. $TCOM holds a XX% stake in $MMYT and owns Skyscanner. Chinas travel sector is set for a rebound watching $TCOM No position"
@mmlionfund Avatar @mmlionfund on X 2025-06-09 09:30:59 UTC XXX followers, XXX engagements

"Diageo $DEO is reportedly seeking a new CEO. Im skeptical this will address the core problem. In my view the alcohol beverage industry faces structural challenges as consumer preferences shift. Inflation is not the main reason as managements have been claiming. $STZ $BF.B $BUD"
@mmlionfund Avatar @mmlionfund on X 2025-07-16 11:24:32 UTC XXX followers, XXX engagements

"Incredible how incompetent Spain's government is. In the middle of an AI platform revolution and it restricts an industry leader like Broadcom $AVGO from entering the economy. Socialism kills innovation. $NVDA $SPY"
@mmlionfund Avatar @mmlionfund on X 2025-07-14 09:47:55 UTC XXX followers, 1490 engagements

"Coca-Cola FEMSA CEO in today's earnings call: "For the second half of 2025 we are adopting a prudent approach anticipating a challenging economic landscape. With personal consumption expenditures and remittances declining for two consecutive months we are preparing for a more complex environment to navigate." A challenging consumer environment was noted in Mexico and Colombia while Brazil demonstrated resilient consumption. $NU $DLO $STNE $KOF $KO"
@mmlionfund Avatar @mmlionfund on X 2025-07-23 17:46:57 UTC XXX followers, XX engagements

"European automakers are still facing many challenges. Stellantis's performance continues to decline while Volkswagen and Mercedes also reported disappointing earnings today all three withdrew their guidance. $STLA $TSLA $GM $MBG $BMW #Porsche $VOW"
@mmlionfund Avatar @mmlionfund on X 2025-04-30 09:35:26 UTC XXX followers, XXX engagements

"$GE big Q2 earnings report. Free cash flow nearly doubled to $2.1B up XX% year-over-year. $XXX billion backlog. Record deals with Qatar Airways and IAG. Commercial services profit expected to increase over XX% from 20242028. Commercial air traffic growing above GDP. Long. $BA"
@mmlionfund Avatar @mmlionfund on X 2025-07-17 11:23:38 UTC XXX followers, XXX engagements

"Since May $LION has seen significant insider transactions. Bloomberg recently reported a potential acquisition by $APO backed Legendary Entertainment. No position. Watching"
@mmlionfund Avatar @mmlionfund on X 2025-07-14 16:33:46 UTC XXX followers, XXX engagements

"Rogers Corporation $ROG down X% today after its CEO left the company and board. In 2021 DuPont $DD almost acquired Rogers for $XXX billion in an all-cash deal at $XXX per share but the transaction fell due to Chinese regulatory hurdles. Stock now trades at $XX per share"
@mmlionfund Avatar @mmlionfund on X 2025-07-14 17:18:35 UTC XXX followers, XXX engagements

"$AXP American Express CEO in today's earnings call: "You're seeing a little bit of a slowdown in airline not necessarily front of the cabin. You're seeing a little bit of a slowdown in lodging but again not necessarily on the high transactions. But goods and services continue to be resilient. Gen Zs & millennials continue to be consistent." $DAL $UAL $HLT $H $MARR"
@mmlionfund Avatar @mmlionfund on X 2025-07-18 13:56:53 UTC XXX followers, XXX engagements

creator/twitter::153220527/posts
/creator/twitter::153220527/posts