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[@waterboystocks](/creator/twitter/waterboystocks)
"$CVNA Stock is up about XX% since Hindenburg's short report in January. Subpoenaed by the SEC in June. Subprime auto delinquencies are climbing. Trades at lofty multiples of manipulated earnings. Write-up on substack:"  
[X Link](https://x.com/waterboystocks/status/1975979633654079775) [@waterboystocks](/creator/x/waterboystocks) 2025-10-08T17:40Z 1255 followers, 5364 engagements


"$LOW $BTU $AFL"  
[X Link](https://x.com/waterboystocks/status/1960042459192578502) [@waterboystocks](/creator/x/waterboystocks) 2025-08-25T18:11Z 1254 followers, XXX engagements


"$MCK CEO Tyler Sells $XXXX Million of Shares"  
[X Link](https://x.com/waterboystocks/status/1960081513762128171) [@waterboystocks](/creator/x/waterboystocks) 2025-08-25T20:47Z 1248 followers, XXX engagements


"$MFC has sold $XXX million of single-name CDS on corporate debt"  
[X Link](https://x.com/waterboystocks/status/1973502701658067424) [@waterboystocks](/creator/x/waterboystocks) 2025-10-01T21:38Z 1254 followers, XXX engagements


"$BBWI Home fragrance and body care retailer that is down XXXX% from its 52-week high. Trades at 7-8x forward free cash flow. Debt has been reduced. Aggressive share repurchases. New CEO from $NKE. Write-up on Substack:"  
[X Link](https://x.com/waterboystocks/status/1974155035836817472) [@waterboystocks](/creator/x/waterboystocks) 2025-10-03T16:50Z 1254 followers, 6598 engagements


"$DHIL Value-oriented asset manager with a $XXX million market cap. Dividends and buybacks have averaged $XXXX million over the last three years around a XX% yield on today's price. Current div yield is XXXX% Write-up on substack:"  
[X Link](https://x.com/waterboystocks/status/1978144099229376558) [@waterboystocks](/creator/x/waterboystocks) 2025-10-14T17:01Z 1248 followers, 1710 engagements


"@RecoveryTrade NOI/EV -- $XXX million / $XXX million. My qualm with $CLDT is that they authorized a $XX million buyback in May but have only repurchased $140000 of stock so far. The CEO also said on their last earnings call that they will ramp up buybacks just a little bit more"  
[X Link](https://x.com/waterboystocks/status/1979628059411243294) [@waterboystocks](/creator/x/waterboystocks) 2025-10-18T19:18Z 1248 followers, XXX engagements


"$TAP Fifth largest brewery in the world with a $XXX billion market cap. Stock is down XX% from its 52-week high. Trades at 6.4x free cash flow. Dividend yield is 4.26%. Net debt/EBITDA is down to 2.5x. Share buybacks are ramping. Write up on Substack:"  
[X Link](https://x.com/waterboystocks/status/1970884482493485343) [@waterboystocks](/creator/x/waterboystocks) 2025-09-24T16:14Z 1255 followers, 59.8K engagements


"$DEO has dropped about XX% from its highs in 2021 and still trades at 20x free cash flow"  
[X Link](https://x.com/waterboystocks/status/1972460153736921258) [@waterboystocks](/creator/x/waterboystocks) 2025-09-29T00:35Z 1255 followers, 2172 engagements


"$CRGB Spun off from AIG in 2022. Share count is down XXXX% since then. Major buybacks coming. Trades at 0.88x adjusted book value and 8.7x trailing EPS. Harris Associates Pzena Hotchis & Wiley and Arbiter all own shares. I'm weary of the balance sheet and don't like the stock. Write-up on substack:"  
[X Link](https://x.com/waterboystocks/status/1973435290963550593) [@waterboystocks](/creator/x/waterboystocks) 2025-10-01T17:10Z 1255 followers, 1177 engagements


"$KHC $LKQ $OLN $WPP $GTIM A journal entry of some depressed stocks "What about paying for KHC today For $XXXXX billion you get $XXX billion of earnings that are likely to drag though a fat XXXX% dividend awaits. KHC nibbles on their stock too. Plus theres speculation of a breakup. Supposedly KHC wants to spin off its grocery business and retain its flagship sauces and spreads. Because as of late Mars and Ferrero acquired Kellanova and WK Kellogg for XXXX and XXXX times trailing earnings. A galaxy away from KHCs 9.2x multiple.""  
[X Link](https://x.com/waterboystocks/status/1949878044002546000) [@waterboystocks](/creator/x/waterboystocks) 2025-07-28T17:02Z 1255 followers, 2677 engagements


"$CLDT Hotel REIT with a $XXXXX million market cap and a $XXXXX million enterprise value way below its investment portfolios book value of $XXXX billion. Trades at a cap rate of 17.8%. Debt has decreased and they're starting to repurchase shares -- Link in bio for write-up"  
[X Link](https://x.com/waterboystocks/status/1979234221777654212) [@waterboystocks](/creator/x/waterboystocks) 2025-10-17T17:13Z 1255 followers, 11.9K engagements


"$WU CEO McGranahan Buys $XXX Million of Shares"  
[X Link](https://x.com/waterboystocks/status/1960074528790597768) [@waterboystocks](/creator/x/waterboystocks) 2025-08-25T20:19Z 1255 followers, 3468 engagements


"$CMCSA Cable and media giant. Twenty-ninth largest company in the US by revenue. Stock is down XX% from its 52-week high. Market cap is $XXX billion. Trades at 6.8x free cash flow. Dividend yield is 4.43%. Net debt/EBITDA is 2.64x. Large buybacks. Link to write up in bio"  
[X Link](https://x.com/waterboystocks/status/1980683264521355712) [@waterboystocks](/creator/x/waterboystocks) 2025-10-21T17:11Z 1255 followers, 5382 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.]

@waterboystocks "$CVNA Stock is up about XX% since Hindenburg's short report in January. Subpoenaed by the SEC in June. Subprime auto delinquencies are climbing. Trades at lofty multiples of manipulated earnings. Write-up on substack:"
X Link @waterboystocks 2025-10-08T17:40Z 1255 followers, 5364 engagements

"$LOW $BTU $AFL"
X Link @waterboystocks 2025-08-25T18:11Z 1254 followers, XXX engagements

"$MCK CEO Tyler Sells $XXXX Million of Shares"
X Link @waterboystocks 2025-08-25T20:47Z 1248 followers, XXX engagements

"$MFC has sold $XXX million of single-name CDS on corporate debt"
X Link @waterboystocks 2025-10-01T21:38Z 1254 followers, XXX engagements

"$BBWI Home fragrance and body care retailer that is down XXXX% from its 52-week high. Trades at 7-8x forward free cash flow. Debt has been reduced. Aggressive share repurchases. New CEO from $NKE. Write-up on Substack:"
X Link @waterboystocks 2025-10-03T16:50Z 1254 followers, 6598 engagements

"$DHIL Value-oriented asset manager with a $XXX million market cap. Dividends and buybacks have averaged $XXXX million over the last three years around a XX% yield on today's price. Current div yield is XXXX% Write-up on substack:"
X Link @waterboystocks 2025-10-14T17:01Z 1248 followers, 1710 engagements

"@RecoveryTrade NOI/EV -- $XXX million / $XXX million. My qualm with $CLDT is that they authorized a $XX million buyback in May but have only repurchased $140000 of stock so far. The CEO also said on their last earnings call that they will ramp up buybacks just a little bit more"
X Link @waterboystocks 2025-10-18T19:18Z 1248 followers, XXX engagements

"$TAP Fifth largest brewery in the world with a $XXX billion market cap. Stock is down XX% from its 52-week high. Trades at 6.4x free cash flow. Dividend yield is 4.26%. Net debt/EBITDA is down to 2.5x. Share buybacks are ramping. Write up on Substack:"
X Link @waterboystocks 2025-09-24T16:14Z 1255 followers, 59.8K engagements

"$DEO has dropped about XX% from its highs in 2021 and still trades at 20x free cash flow"
X Link @waterboystocks 2025-09-29T00:35Z 1255 followers, 2172 engagements

"$CRGB Spun off from AIG in 2022. Share count is down XXXX% since then. Major buybacks coming. Trades at 0.88x adjusted book value and 8.7x trailing EPS. Harris Associates Pzena Hotchis & Wiley and Arbiter all own shares. I'm weary of the balance sheet and don't like the stock. Write-up on substack:"
X Link @waterboystocks 2025-10-01T17:10Z 1255 followers, 1177 engagements

"$KHC $LKQ $OLN $WPP $GTIM A journal entry of some depressed stocks "What about paying for KHC today For $XXXXX billion you get $XXX billion of earnings that are likely to drag though a fat XXXX% dividend awaits. KHC nibbles on their stock too. Plus theres speculation of a breakup. Supposedly KHC wants to spin off its grocery business and retain its flagship sauces and spreads. Because as of late Mars and Ferrero acquired Kellanova and WK Kellogg for XXXX and XXXX times trailing earnings. A galaxy away from KHCs 9.2x multiple.""
X Link @waterboystocks 2025-07-28T17:02Z 1255 followers, 2677 engagements

"$CLDT Hotel REIT with a $XXXXX million market cap and a $XXXXX million enterprise value way below its investment portfolios book value of $XXXX billion. Trades at a cap rate of 17.8%. Debt has decreased and they're starting to repurchase shares -- Link in bio for write-up"
X Link @waterboystocks 2025-10-17T17:13Z 1255 followers, 11.9K engagements

"$WU CEO McGranahan Buys $XXX Million of Shares"
X Link @waterboystocks 2025-08-25T20:19Z 1255 followers, 3468 engagements

"$CMCSA Cable and media giant. Twenty-ninth largest company in the US by revenue. Stock is down XX% from its 52-week high. Market cap is $XXX billion. Trades at 6.8x free cash flow. Dividend yield is 4.43%. Net debt/EBITDA is 2.64x. Large buybacks. Link to write up in bio"
X Link @waterboystocks 2025-10-21T17:11Z 1255 followers, 5382 engagements

creator/twitter::1614053337418301441/posts
/creator/twitter::1614053337418301441/posts