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[@investing303](/creator/twitter/investing303)
"What company would you pick Own both but want to consolidate. $BBWI or $IPAR. $BBWI is cheaper but $IPAR seems to have the better run way for growth"  
[X Link](https://x.com/investing303/status/1973024168322162798) [@investing303](/creator/x/investing303) 2025-09-30T13:56Z XXX followers, XXX engagements


"Sold out of $CNR. My thinking when I brought a couple of years ago was the massive margins and the buyback opportunities. It was an easy XX percent return. The reality was that coal is not controllable. The margins are gone"  
[X Link](https://x.com/investing303/status/1980792736279326862) [@investing303](/creator/x/investing303) 2025-10-22T00:26Z XXX followers, XX engagements


"Sold $BBWI as my thinking was the massive ROIC. Also flipped my bet to $IPAR which is a better compounder. BBWI is a cheap smell company and is buying back stock in a company that might not be around that long"  
[X Link](https://x.com/investing303/status/1980793198122529074) [@investing303](/creator/x/investing303) 2025-10-22T00:27Z XXX followers, XX engagements