[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.] [@ActAccordingly](/creator/twitter/ActAccordingly) "Phenomenal call on $HELE by @AlderLaneEggs. It all seems easy in retrospect. Truth be told relative to other great shorts this one did NOT have many violent rallies (50%+) against trend. It was a set it and forget it. Personally I'm more interested in the WEAK comments on hyrdroflask sales and the implications for $YETI. Every time I walk into a $DKS location the problem is staring at me in bright bold colors (and $XX dog bowls)"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1943282042894000298) 2025-07-10 12:11:58 UTC 21.9K followers, 15K engagements "Some people think this is a special company with exceptional management superior tech and a highly differentiated go to market strategy. Financially it has all the feels for a certain type of growth investor. Unfortunately for them they dont understand that $KNSL is a pricing and exclusions business that doesn't pay claims. Let's see how long these dynamics can last in a soft market. Good luck to them if they're under reserved or if some of these lawsuits go against them"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1945655968278393121) 2025-07-17 01:25:06 UTC 21.9K followers, XXX engagements "Believe it or not there was a 10-15 year period from around 2005-2020 where most institutional investors (particularly those at hedge funds) COMPLAINED about the lack of participation from retail investors. The idea was that it was too difficult to outflank other hedge funds. Well now we have retail driving the bus and in control of many stocks. Then you have passives and momentum algos bidding up retail winners. I don't hear too many institutional investors celebrating the development"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1945923393569587562) 2025-07-17 19:07:45 UTC 21.9K followers, 1964 engagements "Solid print from microcap furniture manufacturer $BSET a debt free company generating positive FCF in a furniture market that increasingly looks like it's reached a trough and is now growing modestly. $BSET has a XXX% dividend yield and a surprisingly good history of increasing dividends over time. The stock's trading around 2.5x prior peak EBITDA"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1943284627986092367) 2025-07-10 12:22:14 UTC 21.9K followers, 2271 engagements "On a day with a monster buyout premium for $K the $CAG reminder print is a reminder that the legacy food space has been a phenomenal category for short sellers. $PEP $FLO $GIS $LW $SJM $HRL $KHC have been great absolute return and SPECTACULAR alpha generators. I missed the entire trade. Does the $K deal signal the end of the short CPG food"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1943290758217310359) 2025-07-10 12:46:36 UTC 21.9K followers, 2472 engagements "I'm amazed at the magnitude of adoration for $KNSL on this platform and elsewhere. Everyone loves the company for its historic growth low combined ratio and returns. No one questions how those benchmarks were achieved (except us). Now that the mkt is clearly softening in some of their biggest verticals we're about to find out some things that might lead to serious cognitive dissonance for bulls here. Spoiler alert: there is no technology advantage at $KNSL"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1932168350408573117) 2025-06-09 20:10:07 UTC 21.9K followers, 4647 engagements "If the powers that be at $UNP and more importantly their advisors think that they can get approval to acquire $NSC what does that tell you about the M&A we're about to see across all of corporate America As the guys @StrategasRP so adroitly stated on the @EismanPlaybook this past week the price action in $LAZ $MC $EVR etc. are telling us we're about to see a massive M&A and IPO cycle. Merger Mondays are coming back in an enormous way IMO (I previously said post labor day but maybe sooner)"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1945957955649798223) 2025-07-17 21:25:05 UTC 21.9K followers, 2180 engagements "@blondesnmoney $KNSL has some really sharp guys at the top. Shrewd but there's very little after that. Have some fun check out the LinkedIn profiles of people that work there. Some clear commonalities emerge"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1945656802886226213) 2025-07-17 01:28:25 UTC 21.9K followers, XXX engagements "Sentiment check for small caps and the $RUT. XX% of people think we'll never see 2400+ in the $RUT again"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1947741232945316014) 2025-07-22 19:31:11 UTC 21.9K followers, 2966 engagements "Just doing some weekend reading on @Lynq_Network and the partnership between @tassatgroup Arca and @tzero. This platform in the #stablecoin space deserves more attention IMO given the size of the players involved in crypto FalconX Fireworks etc) as well as traditional players like US Bank. The product market fit is there. Key players are involved. Can they execute from here and get widespread adoption It could get really interesting $BYON"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1939064579037741538) 2025-06-28 20:53:16 UTC 21.9K followers, 5271 engagements "Something small that probably warrants more attention. Two small bank acquisitions were announced today. 1) $PB will acquire American Bank for $321MM 2) $BFC will purchase Centre X Banc for $174MM I'm pretty bullish on M&A particularly in the banking vertical given the current regulatory framework (or lack of) and the increasing pressure to compete with private lenders $KRE"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1946222088596926861) 2025-07-18 14:54:39 UTC 21.9K followers, 2120 engagements "I understand your sentiment on this but I know a lot of people who were teachers blue collar workers civil servants that have lived in their houses for 40+ years that are reluctant to sell because they don't want to pay the tax. The $500K exemption hasn't been touched in almost 30-years back when the median home price was $185K. No taxes seems extreme but they should probably raise the cap"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1947700319552422056) 2025-07-22 16:48:37 UTC 21.9K followers, 2487 engagements "Merger Monday's are coming back in a big way"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1947988221142368367) 2025-07-23 11:52:38 UTC 21.9K followers, 2667 engagements "Not much is being said about the progress at #lynq in the context of @tzero and $BYON at a time when attention to #stablecoins is at an all time high. #FalconX is now a #Lynq launch partner and is one of the largest digital asset prime brokerages with $1.5T in transaction volume in 2024. Momentum for Lynq continues to build quickly"  [@ActAccordingly](/creator/x/ActAccordingly) on [X](/post/tweet/1937521925749694895) 2025-06-24 14:43:19 UTC 21.9K followers, 21.5K 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.]
@ActAccordingly
"Phenomenal call on $HELE by @AlderLaneEggs. It all seems easy in retrospect. Truth be told relative to other great shorts this one did NOT have many violent rallies (50%+) against trend. It was a set it and forget it. Personally I'm more interested in the WEAK comments on hyrdroflask sales and the implications for $YETI. Every time I walk into a $DKS location the problem is staring at me in bright bold colors (and $XX dog bowls)"
@ActAccordingly on X 2025-07-10 12:11:58 UTC 21.9K followers, 15K engagements
"Some people think this is a special company with exceptional management superior tech and a highly differentiated go to market strategy. Financially it has all the feels for a certain type of growth investor. Unfortunately for them they dont understand that $KNSL is a pricing and exclusions business that doesn't pay claims. Let's see how long these dynamics can last in a soft market. Good luck to them if they're under reserved or if some of these lawsuits go against them" @ActAccordingly on X 2025-07-17 01:25:06 UTC 21.9K followers, XXX engagements
"Believe it or not there was a 10-15 year period from around 2005-2020 where most institutional investors (particularly those at hedge funds) COMPLAINED about the lack of participation from retail investors. The idea was that it was too difficult to outflank other hedge funds. Well now we have retail driving the bus and in control of many stocks. Then you have passives and momentum algos bidding up retail winners. I don't hear too many institutional investors celebrating the development" @ActAccordingly on X 2025-07-17 19:07:45 UTC 21.9K followers, 1964 engagements
"Solid print from microcap furniture manufacturer $BSET a debt free company generating positive FCF in a furniture market that increasingly looks like it's reached a trough and is now growing modestly. $BSET has a XXX% dividend yield and a surprisingly good history of increasing dividends over time. The stock's trading around 2.5x prior peak EBITDA" @ActAccordingly on X 2025-07-10 12:22:14 UTC 21.9K followers, 2271 engagements
"On a day with a monster buyout premium for $K the $CAG reminder print is a reminder that the legacy food space has been a phenomenal category for short sellers. $PEP $FLO $GIS $LW $SJM $HRL $KHC have been great absolute return and SPECTACULAR alpha generators. I missed the entire trade. Does the $K deal signal the end of the short CPG food" @ActAccordingly on X 2025-07-10 12:46:36 UTC 21.9K followers, 2472 engagements
"I'm amazed at the magnitude of adoration for $KNSL on this platform and elsewhere. Everyone loves the company for its historic growth low combined ratio and returns. No one questions how those benchmarks were achieved (except us). Now that the mkt is clearly softening in some of their biggest verticals we're about to find out some things that might lead to serious cognitive dissonance for bulls here. Spoiler alert: there is no technology advantage at $KNSL" @ActAccordingly on X 2025-06-09 20:10:07 UTC 21.9K followers, 4647 engagements
"If the powers that be at $UNP and more importantly their advisors think that they can get approval to acquire $NSC what does that tell you about the M&A we're about to see across all of corporate America As the guys @StrategasRP so adroitly stated on the @EismanPlaybook this past week the price action in $LAZ $MC $EVR etc. are telling us we're about to see a massive M&A and IPO cycle. Merger Mondays are coming back in an enormous way IMO (I previously said post labor day but maybe sooner)" @ActAccordingly on X 2025-07-17 21:25:05 UTC 21.9K followers, 2180 engagements
"@blondesnmoney $KNSL has some really sharp guys at the top. Shrewd but there's very little after that. Have some fun check out the LinkedIn profiles of people that work there. Some clear commonalities emerge" @ActAccordingly on X 2025-07-17 01:28:25 UTC 21.9K followers, XXX engagements
"Sentiment check for small caps and the $RUT. XX% of people think we'll never see 2400+ in the $RUT again" @ActAccordingly on X 2025-07-22 19:31:11 UTC 21.9K followers, 2966 engagements
"Just doing some weekend reading on @Lynq_Network and the partnership between @tassatgroup Arca and @tzero. This platform in the #stablecoin space deserves more attention IMO given the size of the players involved in crypto FalconX Fireworks etc) as well as traditional players like US Bank. The product market fit is there. Key players are involved. Can they execute from here and get widespread adoption It could get really interesting $BYON" @ActAccordingly on X 2025-06-28 20:53:16 UTC 21.9K followers, 5271 engagements
"Something small that probably warrants more attention. Two small bank acquisitions were announced today. 1) $PB will acquire American Bank for $321MM 2) $BFC will purchase Centre X Banc for $174MM I'm pretty bullish on M&A particularly in the banking vertical given the current regulatory framework (or lack of) and the increasing pressure to compete with private lenders $KRE" @ActAccordingly on X 2025-07-18 14:54:39 UTC 21.9K followers, 2120 engagements
"I understand your sentiment on this but I know a lot of people who were teachers blue collar workers civil servants that have lived in their houses for 40+ years that are reluctant to sell because they don't want to pay the tax. The $500K exemption hasn't been touched in almost 30-years back when the median home price was $185K. No taxes seems extreme but they should probably raise the cap" @ActAccordingly on X 2025-07-22 16:48:37 UTC 21.9K followers, 2487 engagements
"Merger Monday's are coming back in a big way" @ActAccordingly on X 2025-07-23 11:52:38 UTC 21.9K followers, 2667 engagements
"Not much is being said about the progress at #lynq in the context of @tzero and $BYON at a time when attention to #stablecoins is at an all time high. #FalconX is now a #Lynq launch partner and is one of the largest digital asset prime brokerages with $1.5T in transaction volume in 2024. Momentum for Lynq continues to build quickly" @ActAccordingly on X 2025-06-24 14:43:19 UTC 21.9K followers, 21.5K engagements