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[@jrjcapital](/creator/twitter/jrjcapital)
"Latest update on $MPAA is out. Covered relevant topics such as $AZO earnings and the First Brands bankruptcy. Overall trends are still positive and I think the stock is still cheap"  
[X Link](https://x.com/jrjcapital/status/1973524761448989103) [@jrjcapital](/creator/x/jrjcapital) 2025-10-01T23:05Z XX followers, XXX engagements


"@SmallCapKing2 I dont think Michelin earnings are a good read through to $MPAA q2"  
[X Link](https://x.com/jrjcapital/status/1978518030293275030) [@jrjcapital](/creator/x/jrjcapital) 2025-10-15T17:47Z XX followers, XX engagements


"@SmallCapKing2 I'm not saying tire replacement isn't relevant just that Michelin results aren't. Sales were weak in trucking/ag/OEM and they sell premium tires in the aftermarket when most are trading down. Think the fundamental drivers of demand for tire/brake replacement are still strong"  
[X Link](https://x.com/jrjcapital/status/1978554310846795979) [@jrjcapital](/creator/x/jrjcapital) 2025-10-15T20:11Z XX followers, XX engagements