[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.] [@LeadingEdgeTLE](/creator/twitter/LeadingEdgeTLE) "@realroseceline I love buybacks - much better than dividends from a tax perspective. Only thing to bear in mind is the price the company is paying for its stock. $CROX buying back works well. But if $TSLA was to buy back it would be a complete waste of capital"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945459406730068213) 2025-07-16 12:24:02 UTC XX followers, XXX engagements "@Spike_1567 @realroseceline 😅 . In a serious note I travel through SE Asia a lot - Crocs are hugely popular there even in public 🙄😄"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945552739599073675) 2025-07-16 18:34:54 UTC XX followers, XX engagements "@realroseceline These are my favourite kinds of compounders. Simple easy to understand businesses with a very low global store footprint which means their capital can be put to good use expanding their DTC business. $DECK valuation still seems high though compared to peers (e.g. $SKX $CRX)"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945384154842996768) 2025-07-16 07:25:00 UTC XX followers, XXX engagements "$SHAK spend an average of $2.8M to build a new store. Average Operating Profit per store is $780k. That is a return of XX% on capital deployed. These are my favourite kinds of compounders.Simple and Easy. Not cheap though. At a P/S of X it's less than $MCD but more than $TXRH"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945213482556624992) 2025-07-15 20:06:49 UTC XX followers, XX engagements "@Spike_1567 @realroseceline When I think of companies to invest in I like to think what I would do with their products. A show which can double up as mask in a horror movie is a solid pass 😀"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945384911449231495) 2025-07-16 07:28:01 UTC XX followers, XX engagements "@realroseceline @Spike_1567 Its not that much better - profit margins are neck on neck. Deckers is growing faster but not fast enough to justify a X times price to sales IMO"  [@LeadingEdgeTLE](/creator/x/LeadingEdgeTLE) on [X](/post/tweet/1945576834944380955) 2025-07-16 20:10:39 UTC XX followers, XX engagements
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@LeadingEdgeTLE
"@realroseceline I love buybacks - much better than dividends from a tax perspective. Only thing to bear in mind is the price the company is paying for its stock. $CROX buying back works well. But if $TSLA was to buy back it would be a complete waste of capital"
@LeadingEdgeTLE on X 2025-07-16 12:24:02 UTC XX followers, XXX engagements
"@Spike_1567 @realroseceline 😅 . In a serious note I travel through SE Asia a lot - Crocs are hugely popular there even in public 🙄😄" @LeadingEdgeTLE on X 2025-07-16 18:34:54 UTC XX followers, XX engagements
"@realroseceline These are my favourite kinds of compounders. Simple easy to understand businesses with a very low global store footprint which means their capital can be put to good use expanding their DTC business. $DECK valuation still seems high though compared to peers (e.g. $SKX $CRX)" @LeadingEdgeTLE on X 2025-07-16 07:25:00 UTC XX followers, XXX engagements
"$SHAK spend an average of $2.8M to build a new store. Average Operating Profit per store is $780k. That is a return of XX% on capital deployed. These are my favourite kinds of compounders.Simple and Easy. Not cheap though. At a P/S of X it's less than $MCD but more than $TXRH" @LeadingEdgeTLE on X 2025-07-15 20:06:49 UTC XX followers, XX engagements
"@Spike_1567 @realroseceline When I think of companies to invest in I like to think what I would do with their products. A show which can double up as mask in a horror movie is a solid pass 😀" @LeadingEdgeTLE on X 2025-07-16 07:28:01 UTC XX followers, XX engagements
"@realroseceline @Spike_1567 Its not that much better - profit margins are neck on neck. Deckers is growing faster but not fast enough to justify a X times price to sales IMO" @LeadingEdgeTLE on X 2025-07-16 20:10:39 UTC XX followers, XX engagements