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[@Heady_Creek](/creator/twitter/Heady_Creek)
"@Heady_Creek sold out of a portion of its position in $SONO over the last week to take advantage of a pullback in some other consumer discretionary stocks. One of them is $SN a company that shares a lot of the cultural and entrepreneurial spirit of $SONO. We think investors are focusing too closely on near term weakness in third party data a trend we think reverses in Q4 based on observed comparable sales in wholesale sell-through. Like $SONO there is an attachment-like quality to the product - once you get one Shark or Ninja Brand product you tend to have a great experience and buy more."  
[X Link](https://x.com/Heady_Creek/status/1975635380746788957) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-07T18:52Z XX followers, XXX engagements


"$MTN this business is in a tough spot. For the first time since introducing the EPIC pass attrition has now reached double digit %. Raising prices is not going to help and that seems to be the only thing management is telling investors as to why 2027 will be a better year than 2026. Cost savings aside of which most are non-cash the trough for earnings (if FY 2026 is the trough) is somewhere around $6/share and FY 2027 is unlikely to see much recovery maybe 5-10% earnings growth. We are below the street because we understand that the composition of passholders in 2026 will be much less"  
[X Link](https://x.com/Heady_Creek/status/1973446370649420289) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-01T17:54Z XX followers, XXX engagements


"Interesting piece on $MTN"  
[X Link](https://x.com/Heady_Creek/status/1978111228816805943) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-14T14:50Z XX followers, XXX engagements


"$MTN 3P data update suggests mix of Epic pass holders continues to deteriorate. Passes for veterans and military are growing while full-priced passes continue to decline. Retention continues to decline. The outlook for on-mountain revenue continues to worsen for $MTN"  
[X Link](https://x.com/Heady_Creek/status/1978808167501840589) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-16T13:00Z XX followers, XX engagements


"@Heady_Creek remains long $REAL a leader in secondhand luxury goods sold via physical and online marketplaces. In August we first posted our reasons for the investment. Now that the #WSJ is writing about the company we will likely take the opportunity to reduce our position and look for a better entry point before the company reports in November. The article failed to highlight a specific feature new to $REAL's business model - "Buy It Now" which is driving higher margins than general consignment and improving the quality and breadth of the data for higher-value goods. Authenticity of the"  
[X Link](https://x.com/Heady_Creek/status/1980283326452715900) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-20T14:41Z XX followers, XX engagements


"$BIRK is a name we like especially at these levels. even with the private equity overhang. The margins are phenomenal and resilient thanks to a hybrid distribution model and a product that consistently sells at full price. Our analysis of 3P data suggests the company is comping a strong sell-in period at DSW and that growth over Q4 and into Q1 2026 will shift towards their higher-margin DTC channels. We are modeling $XXXX in earnings for next year"  
[X Link](https://x.com/Heady_Creek/status/1980696770020798520) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-21T18:04Z XX followers, XX engagements


"Why buy $MP when you can buy $CLF at a much lower implied price per ton of never-to-be-mined rare earth"  
[X Link](https://x.com/Heady_Creek/status/1980697883948310554) [@Heady_Creek](/creator/x/Heady_Creek) 2025-10-21T18:09Z XX followers, XXX engagements