[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.] [@plasticnewt3](/creator/twitter/plasticnewt3) "$QSR using definitional latitude to show flat system-wide sales growth. $QSR leans heavily on TH which is 40-45% of OI. SWS growth declining Y/Y for X quarters now (introduction of INTL segment muddy's calculations further back); MRQ has just turned negative as seen in pic rel unless you work in IR for $QSR then it was flat. I'd give the dbAccess Global Consumer Conference call from June a listen. The growth/bull case the CEO lays out strikes me as completely incoherent. Basically depends on TH expansion in Canada China acquisitions turning around and BK revitalization. My thoughts: TH brand"  [@plasticnewt3](/creator/x/plasticnewt3) on [X](/post/tweet/1949330169493086687) 2025-07-27 04:45:03 UTC 1619 followers, 1819 engagements "@Yield_Guy MC is actually slightly higher than $12.50B @ $XXXXX. S/O is 283881920 which excludes the pre-funded warrants (3855557) and other dilutive securities. You'll also have OI acquisition in H2. I like short strangles and short calls especially post OI"  [@plasticnewt3](/creator/x/plasticnewt3) on [X](/post/tweet/1948528599583080451) 2025-07-24 23:39:54 UTC 1612 followers, XXX engagements "@atelicinvest Honourable mentions: $KARE.AT $HITI.V $3908.HK"  [@plasticnewt3](/creator/x/plasticnewt3) on [X](/post/tweet/1948556367750696961) 2025-07-25 01:30:15 UTC 1616 followers, XXX engagements "Its Keynesian economics on steroids. House prices have effectively become an input to facilitate credit creation which was used as a cheap way to gin the economy. You miss the social fall out when your framework is simply a reductive accounting identity party trick. cc: WM SK"  [@plasticnewt3](/creator/x/plasticnewt3) on [X](/post/tweet/1948888485466673532) 2025-07-25 23:29:58 UTC 1618 followers, 1291 engagements "@atelicinvest LLM Source: Paywalled WallStreetMojo"  [@plasticnewt3](/creator/x/plasticnewt3) on [X](/post/tweet/1948878560506380584) 2025-07-25 22:50:31 UTC 1618 followers, 2005 engagements "@atelicinvest $1088.HK $AAC.ST $688111.SS $TABAK.PR $298A.T $XLY.TO $1277.HK"  [@plasticnewt3](/creator/x/plasticnewt3) on [X](/post/tweet/1948555081819062332) 2025-07-25 01:25:08 UTC 1616 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@plasticnewt3
"$QSR using definitional latitude to show flat system-wide sales growth. $QSR leans heavily on TH which is 40-45% of OI. SWS growth declining Y/Y for X quarters now (introduction of INTL segment muddy's calculations further back); MRQ has just turned negative as seen in pic rel unless you work in IR for $QSR then it was flat. I'd give the dbAccess Global Consumer Conference call from June a listen. The growth/bull case the CEO lays out strikes me as completely incoherent. Basically depends on TH expansion in Canada China acquisitions turning around and BK revitalization. My thoughts: TH brand"
@plasticnewt3 on X 2025-07-27 04:45:03 UTC 1619 followers, 1819 engagements
"@Yield_Guy MC is actually slightly higher than $12.50B @ $XXXXX. S/O is 283881920 which excludes the pre-funded warrants (3855557) and other dilutive securities. You'll also have OI acquisition in H2. I like short strangles and short calls especially post OI" @plasticnewt3 on X 2025-07-24 23:39:54 UTC 1612 followers, XXX engagements
"@atelicinvest Honourable mentions: $KARE.AT $HITI.V $3908.HK" @plasticnewt3 on X 2025-07-25 01:30:15 UTC 1616 followers, XXX engagements
"Its Keynesian economics on steroids. House prices have effectively become an input to facilitate credit creation which was used as a cheap way to gin the economy. You miss the social fall out when your framework is simply a reductive accounting identity party trick. cc: WM SK" @plasticnewt3 on X 2025-07-25 23:29:58 UTC 1618 followers, 1291 engagements
"@atelicinvest LLM Source: Paywalled WallStreetMojo" @plasticnewt3 on X 2025-07-25 22:50:31 UTC 1618 followers, 2005 engagements
"@atelicinvest $1088.HK $AAC.ST $688111.SS $TABAK.PR $298A.T $XLY.TO $1277.HK" @plasticnewt3 on X 2025-07-25 01:25:08 UTC 1616 followers, XXX engagements