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[@longbagzz](/creator/twitter/longbagzz)
"Consumer land: Some ideas percolating / on my watchlist / or already long/short: X. Long Kroger $KR - If CPI stabilizing in X% range KR should benefit. Groceries are defensive in uncertain crazy times. X. Long Estee Lauder $EL - Improving organic growth rates from -ve HSD to LSD. Easier comps in FY H2 2026. X. Long Starbucks $SBUX - betting on the white girl. Think turnaround plan will playout but watching each quarter. G&A rationalization. Easier Q4 comp of -6%. Less conviction on this one. As always DYODD not investment advice. Happy Hunting"  
[X Link](https://x.com/longbagzz/status/1972830911587594383) [@longbagzz](/creator/x/longbagzz) 2025-09-30T01:08Z XX followers, XXX engagements


"I am leaning bearish on housing which I normally play in the markets by shorting the homebuilders (spec LEN) and self storage reits. $LEN - normally trades on gross margin which is XXXX% last quarter and could go lower if home prices contract. They target XX% margins. Self storage ( $PSA $EXR and $CUBE and more recently $SMA) trade on yoy %chg in move in rates / "street rates" which is volatile month to month but improving or getting less worse than 2024. I am getting less bearish as the data comes out"  
[X Link](https://x.com/longbagzz/status/1973048004597706814) [@longbagzz](/creator/x/longbagzz) 2025-09-30T15:31Z XXX followers, XX engagements


"Let it burn $COLD $LINE"  
[X Link](https://x.com/longbagzz/status/1973172068289225150) [@longbagzz](/creator/x/longbagzz) 2025-09-30T23:44Z XXX followers, XXX engagements


"Anyone follow $OMC closely or it's competitors $IPG $WPP.L $PUB.PA"  
[X Link](https://x.com/longbagzz/status/1977205481249948012) [@longbagzz](/creator/x/longbagzz) 2025-10-12T02:51Z XXX followers, XX engagements


"$7988.T - Nifco - anyone know why this car parts maker is up XX% in Q3"  
[X Link](https://x.com/longbagzz/status/1977458230155509951) [@longbagzz](/creator/x/longbagzz) 2025-10-12T19:35Z XXX followers, XX engagements


"must have overpaid for a bunch of 'natural' food brands bc they've taken intangible/goodwill impairment every year since 2020. yeesh"  
[X Link](https://x.com/longbagzz/status/1978000891983941635) [@longbagzz](/creator/x/longbagzz) 2025-10-14T07:32Z XXX followers, XX engagements


"$BGS another food dumpster fire. Personally brands I don't buy but also seem outdated. canola oil products and stuff from the 50's. Stock hasn't gone anywhere in XX years"  
[X Link](https://x.com/longbagzz/status/1978009729822511290) [@longbagzz](/creator/x/longbagzz) 2025-10-14T08:07Z XXX followers, XX engagements


"@rev_cap so go long chinese equities lmk"  
[X Link](https://x.com/longbagzz/status/1980119618007023779) [@longbagzz](/creator/x/longbagzz) 2025-10-20T03:51Z XX followers, XXX engagements