#  @Investing501 Investing [---] Investing [---] posts on X about in the, $prka, $rick, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1195082382/interactions)  - [--] Week [-----] +1,799% - [--] Month [-----] +30% - [--] Months [-------] +180% - [--] Year [-------] +1.40% ### Mentions: [--] [#](/creator/twitter::1195082382/posts_active)  - [--] Month [--] -99% - [--] Months [---] +104% - [--] Year [---] -0.91% ### Followers: [-----] [#](/creator/twitter::1195082382/followers)  - [--] Week [-----] -0.07% - [--] Month [-----] -0.15% - [--] Months [-----] +0.35% - [--] Year [-----] +2.50% ### CreatorRank: [---------] [#](/creator/twitter::1195082382/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 83.33% [stocks](/list/stocks) 24.56% [cryptocurrencies](/list/cryptocurrencies) 5.26% [technology brands](/list/technology-brands) 3.51% [countries](/list/countries) 1.75% [social networks](/list/social-networks) 0.88% **Social topic influence** [in the](/topic/in-the) 8.77%, [$prka](/topic/$prka) 7.89%, [$rick](/topic/$rick) 7.02%, [ceo](/topic/ceo) #4161, [market cap](/topic/market-cap) 5.26%, [$eix](/topic/$eix) 4.39%, [$bxp](/topic/$bxp) #7, [if you](/topic/if-you) 3.51%, [stocks](/topic/stocks) 3.51%, [$mmmb](/topic/$mmmb) 3.51% **Top accounts mentioned or mentioned by** [@hkuppy](/creator/undefined) [@joshyoung](/creator/undefined) [@focusedcompound](/creator/undefined) [@puppyeh1](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@wallstcynic](/creator/undefined) [@dollarsanddata](/creator/undefined) [@lptexas](/creator/undefined) [@shellenbergermd](/creator/undefined) [@bambroughkevin](/creator/undefined) [@ilovejaneadams](/creator/undefined) [@toddwenning](/creator/undefined) [@akwilk](/creator/undefined) [@junkbondinvest](/creator/undefined) [@francis9875](/creator/undefined) [@roojoo3](/creator/undefined) [@adamwyden](/creator/undefined) [@majgeoinvesting](/creator/undefined) [@geopremium](/creator/undefined) [@nickgillespie](/creator/undefined) **Top assets mentioned** [Edison International (EIX)](/topic/$eix) [Boston Properties, Inc. (BXP)](/topic/$bxp) [FRMO CORP (FRMO)](/topic/$frmo) [Genius Sports Limited (GENI)](/topic/$geni) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Veno Finance (VNO)](/topic/$vno) [Microsoft Corp. (MSFT)](/topic/$msft) [SYSCO Corporation (SYY)](/topic/$syy) [Flutter Entertainment plc (FLUT)](/topic/$flut) [Sportradar Group AG (SRAD)](/topic/$srad) [WEN Token (WEN)](/topic/$wen) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Halliburton Company (HAL)](/topic/$hal) [Devon Energy Corp (DVN)](/topic/$dvn) [MGM Resorts International (MGM)](/topic/$mgm) [The Howard Hughes Corporation (HHC)](/topic/$hhc) [JOE (JOE)](/topic/$joe) ### Top Social Posts Top posts by engagements in the last [--] hours "$GLXZ They are paying 7.75%+ 5.06% on their debt. Interest expense consumes all their operating income for now Like the honesty of the CFO company can generate $4-$6M in FCF. Pretty simple story but certainly requires A LOT OF PATIENCE" [X Link](https://x.com/Investing501/status/1664356851331350528) 2023-06-01T19:42Z [----] followers, [----] engagements "$BUKS $0.82 per share" [X Link](https://x.com/Investing501/status/1745149579798970554) 2024-01-10T18:24Z [----] followers, [----] engagements "$BUKS. Interesting there was 1.4M shares traded and the stock was unchanged" [X Link](https://x.com/Investing501/status/1968779033610457439) 2025-09-18T20:47Z [----] followers, [----] engagements "$EIX. who needs an analyst" [X Link](https://x.com/Investing501/status/1984372752082772097) 2025-10-31T21:31Z [----] followers, [---] engagements "$GENI $DKNG $FLUT $SRAD $BETZ If you are invested in any of these stocks you must read listen to the $GENI investor day. They go into great detail on prediction markets" [X Link](https://x.com/Investing501/status/1996702417556328636) 2025-12-04T22:05Z [----] followers, [---] engagements "$EKCS $4M company announces $85M contract https://www.otcmarkets.com/stock/EKCS/news/Electronic-Control-Security-Inc-Enters-into-Teaming-Agreement-for-a-Multi-Million-Dollar-Border-Project-in-North-Africaid=290534 https://www.otcmarkets.com/stock/EKCS/news/Electronic-Control-Security-Inc-Enters-into-Teaming-Agreement-for-a-Multi-Million-Dollar-Border-Project-in-North-Africaid=290534" [X Link](https://x.com/Investing501/status/1362463790814568452) 2021-02-18T18:07Z [----] followers, [--] engagements "@FocusedCompound $PRKA. But you know that one already 🤣. FCNE $0.25 dividend on a $1.60 stock. Bingo halls in Texas. $BUKS Aerospace and casino in Kansas. Just bought their underlying land at casino on favorable terms" [X Link](https://x.com/Investing501/status/1362793360109445125) 2021-02-19T15:57Z [----] followers, [--] engagements "@WallStCynic Wrote this one pager in December" [X Link](https://x.com/Investing501/status/1380542263772725250) 2021-04-09T15:24Z [----] followers, [--] engagements "@dollarsanddata 155M warrants outstanding at exercise prices below $2.00 $320K in consulting fees expenses. $175K in professional management expenses. Sold 2.5M shares last spring at $1.00" [X Link](https://x.com/Investing501/status/1382791501877374976) 2021-04-15T20:22Z [----] followers, [--] engagements "@puppyeh1 Have you read the latest Goehring & Rozencwajg letter Covers copper in detail" [X Link](https://x.com/Investing501/status/1395233409761521666) 2021-05-20T04:22Z [----] followers, [--] engagements "@LPTexas Aren't these the same people that are pro-eviction bans" [X Link](https://x.com/Investing501/status/1438276968202506243) 2021-09-15T23:02Z [----] followers, [--] engagements "$KTEL Tidbits from 10Q. The Infinity Mobile business continues to offer very big upside in revenue and OCF. Reengaged team that was selling 10K lines a month in CA ($54 a month per line in revenue)" [X Link](https://x.com/Investing501/status/1459580465204146187) 2021-11-13T17:54Z [----] followers, [--] engagements "Working on a couple of companies for write ups on my substack blog and other places. $BTTR- building a pet food company to be sold in 3-5 years (Mgt has done it twice before) and $IDW- $10M EV comic book company with new CEO and asset-light model Catalogue could be worth 2-3X EV" [X Link](https://x.com/Investing501/status/1489988522715009029) 2022-02-05T15:45Z [----] followers, [--] engagements "the PE ratio of [---] stocks in the S&P [---] is . 13.9X" [X Link](https://x.com/Investing501/status/1545521461405810689) 2022-07-08T21:33Z [----] followers, [--] engagements "$RICK. Things you do not expect to hear on a conference call: "Now Eric one question that was submitted to me by a hot girl capital is you plan to open a Nashville location maybe a naughty honky tonk in the future"" [X Link](https://x.com/Investing501/status/1558171463290609670) 2022-08-12T19:20Z [----] followers, [--] engagements "Working on more [--] hour analysis for my substack Any companies you want covered $MMMB $CATO and a couple others are in the mix. Maybe a relook at $IDW. I like to focus on sub $500M companies when possible. https://investing501.substack.com/ https://investing501.substack.com/" [X Link](https://x.com/Investing501/status/1570468898624913410) 2022-09-15T17:45Z [----] followers, [--] engagements "I was the housing analyst at David Tice & Assoc. during collapse of housing in 2008-2009. Predicted none of the public homebuilders would go bankrupt because of use of options on lots. With P/Es under [--] and 80% of BV thinking I should do a Substack on them. Thoughts" [X Link](https://x.com/Investing501/status/1575223909414150144) 2022-09-28T20:40Z [----] followers, [--] engagements "$GLXZ Doing work on company since Microcap Club did an hour long video with CEO. I love all things gaming but never really looked at it much. Here is a reason to not just look at EBITDA. Because of floating rate debt int exp went from 20% to 75% of EBITDA" [X Link](https://x.com/anyuser/status/1664354866951512064) 2023-06-01T19:34Z [----] followers, [----] engagements "$DKNG. Clearly no one believes this will continue" [X Link](https://x.com/Investing501/status/2022416124210794938) 2026-02-13T21:02Z [----] followers, [---] engagements "$GENI GENI announced that certain members of the mgt team and Board of Directors GeniusCo-Founderand CEO Mark Locke and Chairman Kenneth Kay and the Legend Founder purchased an aggregate of approximately 1.4M shares during the week ended Feb13 Investors" [X Link](https://x.com/Investing501/status/2022417038669660456) 2026-02-13T21:06Z [----] followers, [---] engagements "@hkuppy I am getting nervous that my twitter feed is becoming nothing but confirmation bias tweets about all my energy stocks and long-term thesis" [X Link](https://x.com/Investing501/status/1487075371279335424) 2022-01-28T14:49Z [----] followers, [--] engagements "$TLFA is now tradable regular way on Schwab" [X Link](https://x.com/Investing501/status/1488248282732281858) 2022-01-31T20:30Z [----] followers, [--] engagements "@hkuppy Hey Australia hold my Labatt's" [X Link](https://x.com/Investing501/status/1493357205256613894) 2022-02-14T22:51Z [----] followers, [--] engagements "$RICK at $65" [X Link](https://x.com/Investing501/status/1494085321381797892) 2022-02-16T23:04Z [----] followers, [--] engagements "$TLFA. 50K shares trades at $5 in [--] trades" [X Link](https://x.com/Investing501/status/1509195477274796032) 2022-03-30T15:46Z [----] followers, [--] engagements "https://www.freedomdaysolutions.com/post/energy-smuggling-good https://www.freedomdaysolutions.com/post/energy-smuggling-good" [X Link](https://x.com/Investing501/status/1515853269704364033) 2022-04-18T00:42Z [----] followers, [--] engagements "@hkuppy @joshyoung Horizon Q1 commentary is out. Must read for commodity investors and inflation worriers. https://horizonkinetics.com/whats-new/ https://horizonkinetics.com/whats-new/" [X Link](https://x.com/Investing501/status/1521978220303851521) 2022-05-04T22:20Z [----] followers, [--] engagements "$GCI guides to $160M-$180M of FCF $600M Market Cap" [X Link](https://x.com/Investing501/status/1523012390807162880) 2022-05-07T18:50Z [----] followers, [--] engagements "If everyone is thinking alike then somebody isn't thinking. George S. Patton" [X Link](https://x.com/Investing501/status/1527282820615651328) 2022-05-19T13:39Z [----] followers, [--] engagements "$ARKR has about $23M in cash after receiving tax refund and strong QTD results. $28M in debt (Not counting leases I know let the debate begin). $60M market cap. Highest cash to market cap restaurant name. $CHUY and $FRGI up there too. $WEN is 21%" [X Link](https://x.com/Investing501/status/1530233378720698369) 2022-05-27T17:04Z [----] followers, [--] engagements "@puppyeh1 Having worked with short sellers for a long time I would agree that the $RICK thesis is pretty weak and just rehashing old news that is irrelevant" [X Link](https://x.com/Investing501/status/1532561028797669392) 2022-06-03T03:13Z [----] followers, [--] engagements "My stocks have become corrected to the markets on down days and uncorrelated to the markets on up days" [X Link](https://x.com/Investing501/status/1540045746342428675) 2022-06-23T18:54Z [----] followers, [--] engagements "$TPL Presentation: Interesting. Contrary to the huge decline in DUCs overall in the industry $TPLs DUCs are rising" [X Link](https://x.com/anyuser/status/1561840814191427584) 2022-08-22T22:20Z [----] followers, [--] engagements "@ShellenbergerMD April of this year. Hmmm https://www.nbcnews.com/politics/politics-news/biden-administration-resume-leasing-oil-gas-drilling-federal-lands-rcna24646 https://www.nbcnews.com/politics/politics-news/biden-administration-resume-leasing-oil-gas-drilling-federal-lands-rcna24646" [X Link](https://x.com/Investing501/status/1567241658961362952) 2022-09-06T20:01Z [----] followers, [--] engagements "$CATO Market cap $208M. Cash & Marketable Securities $153M. Generated FCF every year but [----]. Paying out $14M a year in dividends. Yeah I get it retail focused on lower end consumer sucks going into a recession" [X Link](https://x.com/Investing501/status/1567272140071731202) 2022-09-06T22:02Z [----] followers, [--] engagements "One Hour Analysis: Full House Resorts CEO Dan Lee Thinks the Company Could Be Worth $30-$40 a Share in [----] Will it on Investing501 Newsletter https://investing501.substack.com/p/one-hour-analysis-full-house-resortsutm_source=twitter&utm_campaign=auto_share&s=w https://investing501.substack.com/p/one-hour-analysis-full-house-resortsutm_source=twitter&utm_campaign=auto_share&s=w" [X Link](https://x.com/Investing501/status/1568607279955562497) 2022-09-10T14:28Z [----] followers, [--] engagements "With [--] year treasuries trading at 4% just think how much money $GOOG $AAPL $MSFT $BRK etc. are now earning on those hundreds of billions of dollars of cash" [X Link](https://x.com/Investing501/status/1570831442200113152) 2022-09-16T17:46Z [----] followers, [--] engagements "@BambroughKevin" [X Link](https://x.com/Investing501/status/1571314361943359489) 2022-09-18T01:45Z [----] followers, [--] engagements "@iLoveJaneAdams I have asked that for over [--] years" [X Link](https://x.com/Investing501/status/1578111128772956161) 2022-10-06T19:53Z [----] followers, [--] engagements "The Elliott Investment letter is a must read. [--] pages of thoughtful analysis on inflation and the Fed and all things related" [X Link](https://x.com/Investing501/status/1609272309918928897) 2022-12-31T19:36Z [----] followers, 11.2K engagements "https://www.docdroid.net/1MgHFOK/elliott-letter-pdf https://www.docdroid.net/1MgHFOK/elliott-letter-pdf" [X Link](https://x.com/Investing501/status/1609277282304024577) 2022-12-31T19:56Z [----] followers, [----] engagements "I worked with Gregg for over [--] years and we still talk almost everyday. He is a thoughtful thinker and one of the best investment minds I know. Please check out his Substack blog on investing. Realtime thinking from a [--] year investment professional https://jahnke.substack.com/p/doing-the-one-hour-analysispublication_id=1217524&post_id=95434252&isFreemail=true https://jahnke.substack.com/p/doing-the-one-hour-analysispublication_id=1217524&post_id=95434252&isFreemail=true" [X Link](https://x.com/Investing501/status/1612287251785842688) 2023-01-09T03:16Z [----] followers, [----] engagements "My long-time friend and former co-worker is writing a very interest Substack on his investment process and is a great educational source and real-time thought journal. https://jahnke.substack.com/p/thinking-about-sector-weighting-2ndpublication_id=1217524&post_id=98272862&isFreemail=true https://jahnke.substack.com/p/thinking-about-sector-weighting-2ndpublication_id=1217524&post_id=98272862&isFreemail=true" [X Link](https://x.com/Investing501/status/1617302692312784897) 2023-01-22T23:26Z [----] followers, [----] engagements "$HAL CC: On the supply side in the US an increased spend of almost 50% and activity growth of nearly 30% yielded a production increase of about 5%. @joshyoung @hkuppy" [X Link](https://x.com/Investing501/status/1617964688427581441) 2023-01-24T19:16Z [----] followers, 19.9K engagements "$PRKA New CEO Lisa is refreshing. Responds to shareholder emails relatively quickly. Sets up an investor call and is excited to communicate with shareholders. Nice to see. 70% of float is tightly held so really less than $10M worth of stock avaiable to buy" [X Link](https://x.com/anyuser/status/1626662262411780096) 2023-02-17T19:17Z [----] followers, [----] engagements "@joshyoung That is trailing FCF. Cut that by 50% and see how it looks. As an example $DVN generated $6B in FCF in [----]. Probably will be around $2B max this year" [X Link](https://x.com/Investing501/status/1626670380520726530) 2023-02-17T19:50Z [----] followers, [----] engagements "@ToddWenning So sorry for your loss. We give dogs a few of our best years and in return they give is all of theirs" [X Link](https://x.com/Investing501/status/1626691330645676048) 2023-02-17T21:13Z [----] followers, [---] engagements "Did an [--] 1/2 hour interview with new $PRKA CEO. Hoping to have a Substack update within the next week or so. Same with management team at $DDEJF. Will have thoughts on $NROM/$BTBD 13D/A filing. This could be very big news. Also have some thoughts on $ALCO proxy news soon" [X Link](https://x.com/anyuser/status/1631033885935976455) 2023-03-01T20:49Z [----] followers, [----] engagements "@hkuppy I saw this quote today. "Unrealised losses on banks' securities books generally do not matter - until they coincide with deposit outflows." What is also important at an individual bank level is the what % of securities can be sold without realizing losses. Shorter duration wins" [X Link](https://x.com/Investing501/status/1634581673953075206) 2023-03-11T15:46Z [----] followers, [----] engagements "$MMMB. The adults continue to make progress on profitability and governance. This comment in PR is a significant change to guidance. The margins he is talking about 30%+ GM and 15% EBITDA Margin is similar to $AMNF (sells frozen pasta and Italian foods on west coast)" [X Link](https://x.com/anyuser/status/1651354599582846985) 2023-04-26T22:36Z [----] followers, [----] engagements "$MMMB conference call. Amazing the change in management style for the better" [X Link](https://x.com/Investing501/status/1651665398587162624) 2023-04-27T19:11Z [----] followers, [---] engagements "$IDW. I was very wrong on my thesis on this one. Ugh" [X Link](https://x.com/Investing501/status/1651766092736471041) 2023-04-28T01:51Z [----] followers, [----] engagements "@FocusedCompound I believe they have said they think the NAV is north of $120 a share maybe $150 (depends on your cap rate assumptions). So if they offer to buy out shareholders at say $95 they can eventually capture that premium themselves" [X Link](https://x.com/Investing501/status/1664654212771225601) 2023-06-02T15:24Z [----] followers, [----] engagements "If you go to conferences and do 1x1's. Come prepared. Read last couple of conference calls + presentation + 10Q and 10K. Don't waste mgt time byy asking questions you can find the answers to in those. Find out the "why & how" the business exists. 1/" [X Link](https://x.com/Investing501/status/1666970142264246295) 2023-06-09T00:47Z [----] followers, [----] engagements "$MGM Always pay attention to market cap and EV not just share price. Stock price is up 35% but market cap up only 10% due to 18% decrease in S/O. EV up only 6%" [X Link](https://x.com/anyuser/status/1668661008175439872) 2023-06-13T16:46Z [----] followers, [----] engagements "$EZPW A line in the cash flow statement you don't see every day" [X Link](https://x.com/Investing501/status/1673856432331010049) 2023-06-28T00:50Z [----] followers, [----] engagements "$RMCF Starting due diligence on the company. Has some aspects that remind me of $MMMB and the potential to operationally improve margins by new mgt. just paying attention to detail. But this is a problem. 75% of franchisees operate only [--] store. Weak system right now" [X Link](https://x.com/Investing501/status/1677107212198526976) 2023-07-07T00:08Z [----] followers, [----] engagements "$RMCF. What's the old saying about short a stock when they implement a new ERP system and buy it when it is done" [X Link](https://x.com/Investing501/status/1677108212942749697) 2023-07-07T00:12Z [----] followers, [----] engagements "$HHC $JOE $TRC $AXR $FOR $PYCO @hkuppy These [--] companies should merge into one. Together they would probably be the largest public land development company in the US" [X Link](https://x.com/anyuser/status/1677828722349490176) 2023-07-08T23:55Z [----] followers, [----] engagements "@AKWilk Down 18% is SSS at Bombshells is not good. That is by far the worst SSS report of the [--] public restaurant companies. What was once a promising growth vehicle has become a dud. I get that it is only 10% of OI but Eric needs to focus on integration and not acquisition now" [X Link](https://x.com/anyuser/status/1678806768967614471) 2023-07-11T16:41Z [----] followers, [----] engagements "@hkuppy FTC is dicking around with $69B $ATVI acquisition meanwhile in two hours the market cap of $MSFT increases 2X that amount" [X Link](https://x.com/anyuser/status/1681345809076322304) 2023-07-18T16:50Z [----] followers, [----] engagements "Broyhill Asset Management has an excellent report on $UMG. If you cannot find it DM me" [X Link](https://x.com/anyuser/status/1682074598718816257) 2023-07-20T17:06Z [----] followers, [----] engagements "@junkbondinvest Goldman" [X Link](https://x.com/Investing501/status/1683472031046594566) 2023-07-24T13:39Z [----] followers, [----] engagements "$NROM By my count the Mobley's own about 2.94M shares (excluding options/warrants/convertible). $BTBD owns 1.44M. It looks like if you exclude all those shares the vote was actually 8.6M to ZERO. Never have I seen such a one-sided shareholder vote against management" [X Link](https://x.com/anyuser/status/1683613387161305088) 2023-07-24T23:01Z [----] followers, [----] engagements "$EPD $NVDA. $EPD assets worth as much as $NVDA mkt cap We can only dream. Legacy Ridge Capital Management Q2 Letter" [X Link](https://x.com/anyuser/status/1685034238125527040) 2023-07-28T21:07Z [----] followers, [----] engagements "$RICK Service Revenue 99% gross margin. 👀👀" [X Link](https://x.com/anyuser/status/1689421690231537664) 2023-08-09T23:41Z [----] followers, [----] engagements "Going to LD Micro Main Event Next week. Doing [--] [--] on 1s Some companies I am talking to $LUXH $NEPH $RELL $RGF $LVO $SEED $GHM $INVE $CIA $ACU $ISSC $CXI $PYCO $DYAI $URG $UAVS $ALMU" [X Link](https://x.com/anyuser/status/1708499649328243036) 2023-10-01T15:10Z [----] followers, [----] engagements "$EQC Interest income Doubled YOY. $2.1B in cash $2.05B in market cap Rent NOI basically FLAT. They should change their name to CASHCO" [X Link](https://x.com/Investing501/status/1719092039487221997) 2023-10-30T20:40Z [----] followers, [----] engagements "$SIX $FUN Merger CC thoughts. Not impressed. Other than cost synergies don't really see any classic reasons for merger. No real new revenue opportunies ($MTN Epic Pass this isn't). No new technology and guests will not go to other parks (too far). $FUN diluting their upside" [X Link](https://x.com/anyuser/status/1720582589377863802) 2023-11-03T23:23Z [----] followers, [----] engagements "If investors pay a "High Price for Certainty" wouldn't the opposite be true "Paying a Low price for Uncertainty"" [X Link](https://x.com/Investing501/status/1725994104012632093) 2023-11-18T21:47Z [----] followers, [----] engagements "I was bored and put together a spreadsheet with the same store sames results for [--] restaurant chains going back [--] years. Provides some good perspective on long-term performance. Of course valuations and stock preformance pretty much reflecthing this already" [X Link](https://x.com/anyuser/status/1729165085271368008) 2023-11-27T15:47Z [----] followers, [----] engagements "Am I the only one that still does spreadsheets by hand and not just exporting data to excel" [X Link](https://x.com/Investing501/status/1729914189945176284) 2023-11-29T17:24Z [----] followers, [---] engagements "G&R Q3 report. @hkuppy @joshyoung" [X Link](https://x.com/anyuser/status/1730024769972543728) 2023-11-30T00:43Z [----] followers, 15.6K engagements "$PRKA Van Voorhis sold his shares to Focused Compounding for $0.25 per share" [X Link](https://x.com/anyuser/status/1735731098863243497) 2023-12-15T18:38Z [----] followers, [----] engagements "$PRKA new 8K. Shots fired" [X Link](https://x.com/anyuser/status/1738313476676755962) 2023-12-22T21:40Z [----] followers, 17.8K engagements "$PRKA Lisa's response in 8K" [X Link](https://x.com/anyuser/status/1738327067228356806) 2023-12-22T22:34Z [----] followers, [----] engagements "Reserch Pitch Framework" [X Link](https://x.com/Investing501/status/1739702822193520684) 2023-12-26T17:40Z [----] followers, [----] engagements "$PRKA 161K now for sale at $0.37. The plot thickens" [X Link](https://x.com/anyuser/status/1740408879165411803) 2023-12-28T16:26Z [----] followers, [----] engagements "$PRKA New 8K by company" [X Link](https://x.com/anyuser/status/1740873500431438327) 2023-12-29T23:12Z [----] followers, 12.5K engagements "@francis987_5 @roojoo3 As a shareholder I have to agree with the company as well. Not only have they not paid a control premium they actually got that last block of stock at $0.25 or a discount But I also think there does need to be a shakeup. Sell Missouri park Explain why Texas is performing poorly" [X Link](https://x.com/Investing501/status/1741159727520764207) 2023-12-30T18:10Z [----] followers, [---] engagements "$PRKA Dear Shareholder: You are cordially invited to attend a Special Meeting of Parks America Inc. a Nevada corporation (the Company). The Meeting will be held on Feb [--] [--] at [--] a.m. EST. The Special Meeting will be held in a virtual meeting format only via live audio" [X Link](https://x.com/anyuser/status/1742284372030423461) 2024-01-02T20:38Z [----] followers, [----] engagements "$RICK Wish every company had this detailed disclosure for SG&A" [X Link](https://x.com/Investing501/status/1744471118138773802) 2024-01-08T21:28Z [----] followers, [----] engagements "$RICK Houston we have a problem. Two year SSS Stack at Bombshells is down 33.3%. Nothing like that in the entire restaurant universe. [----] Q1: Q2: +14% Q3: -12.3% Q4: -13.3% Q1 : -13.9% Q2: -12.1% Q3: -18.2% Q4: -20.3%" [X Link](https://x.com/Investing501/status/1744784942599397414) 2024-01-09T18:15Z [----] followers, [----] engagements "$ONEW I like the breakout of organic vs. acquisition" [X Link](https://x.com/anyuser/status/1749882379844432363) 2024-01-23T19:50Z [----] followers, [----] engagements "$HFFG Reading the 10K. Came across this. I don't think that phrase means what you think it means" [X Link](https://x.com/anyuser/status/1749910284414652837) 2024-01-23T21:41Z [----] followers, [----] engagements "$VNO Also calling bottom in retail leasing in NYC" [X Link](https://x.com/anyuser/status/1757921818373988574) 2024-02-15T00:16Z [----] followers, [---] engagements "$RICK Restaurant comps of those that have reported. Yes two year stack is more important but I am being lazy" [X Link](https://x.com/Investing501/status/1758499738565984569) 2024-02-16T14:33Z [----] followers, [----] engagements "$BSM. Call me shocked in 3-6 months when distribution is cut 20-30% and the retail yield whores sell the stock because they are surprised. I hope management doesn't use up any of their $150M buyback until that day" [X Link](https://x.com/anyuser/status/1761882215330304338) 2024-02-25T22:33Z [----] followers, [----] engagements "$FWONA Sequoia Annual Letter" [X Link](https://x.com/Investing501/status/1771628426488680677) 2024-03-23T20:01Z [----] followers, [----] engagements "$LW Back in the day we used to joke that you could short any company that was implementing a new ERP system because problems would always happen. I guess that is still the case" [X Link](https://x.com/anyuser/status/1775930771519500710) 2024-04-04T16:57Z [----] followers, [----] engagements "Gotta love being involved in highly illiquid micro caps. I always have buy and sell orders in place because of the occasional random volatility. Have a sell order for [----] shares at $0.93 Trade today [----] shares sold @ $0.9297 Stock now 30K offered at $0.82. Happens a lot" [X Link](https://x.com/anyuser/status/1778463271374201308) 2024-04-11T16:41Z [----] followers, [----] engagements "$RICK CEO talks about not buying properties today because sellers are still using peak '22 numbers. Yet in [----] company spent $142M on acquisitions including a couple club in FL (Tooties revenue down 25% since then). 17% of EV. @Adam_Wyden Thoughts" [X Link](https://x.com/Investing501/status/1778502658384359889) 2024-04-11T19:17Z [----] followers, [----] engagements "$FIP saw the company presentation at IDEAS Conference in Dallas late last year. Put it in the very interesting need to follow up with management pile. Never did. Stock is up 100% since then" [X Link](https://x.com/Investing501/status/1782871214899315009) 2024-04-23T20:36Z [----] followers, [---] engagements "I do like to read all the transcripts in one industry at one time. Great way to get feel for trends in industry changes happening in industry and how management teams are dealing with it (gives a good feel for quality of management)" [X Link](https://x.com/Investing501/status/1791946252822696300) 2024-05-18T21:37Z [----] followers, [----] engagements "@majgeoinvesting @GeoPremium I agree it is very interesting. Murray Stahl + Maran Capital is an interesting combination. Horizon is a really different type of money manager and I wonder if all their exchanges and crypto stuff come with it I think they are also in $WELX and $FRMO" [X Link](https://x.com/Investing501/status/1739704090316120163) 2023-12-26T17:45Z [----] followers, [---] engagements "$SWN Southwestern Energy Comstock Resources cut to Sell equivalent at Mizuho Jan. [--] [----] Southwestern Chesapeake Energy close to $17B merger deal - WSJ Jan. 05" [X Link](https://x.com/Investing501/status/1744082322498941061) 2024-01-07T19:43Z [----] followers, [---] engagements "@nickgillespie $KTEL. restore the broadband payments that were not renwed a few years ago" [X Link](https://x.com/Investing501/status/1945591447933087991) 2025-07-16T21:08Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Investing501 Investing [---]Investing [---] posts on X about in the, $prka, $rick, ceo the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 83.33% stocks 24.56% cryptocurrencies 5.26% technology brands 3.51% countries 1.75% social networks 0.88%
Social topic influence in the 8.77%, $prka 7.89%, $rick 7.02%, ceo #4161, market cap 5.26%, $eix 4.39%, $bxp #7, if you 3.51%, stocks 3.51%, $mmmb 3.51%
Top accounts mentioned or mentioned by @hkuppy @joshyoung @focusedcompound @puppyeh1 @joinyellowbrick @wallstcynic @dollarsanddata @lptexas @shellenbergermd @bambroughkevin @ilovejaneadams @toddwenning @akwilk @junkbondinvest @francis9875 @roojoo3 @adamwyden @majgeoinvesting @geopremium @nickgillespie
Top assets mentioned Edison International (EIX) Boston Properties, Inc. (BXP) FRMO CORP (FRMO) Genius Sports Limited (GENI) DraftKings Inc. Class A Common Stock (DKNG) Veno Finance (VNO) Microsoft Corp. (MSFT) SYSCO Corporation (SYY) Flutter Entertainment plc (FLUT) Sportradar Group AG (SRAD) WEN Token (WEN) Texas Pacific Land, Corp. (TPL) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL) Halliburton Company (HAL) Devon Energy Corp (DVN) MGM Resorts International (MGM) The Howard Hughes Corporation (HHC) JOE (JOE)
Top posts by engagements in the last [--] hours
"$GLXZ They are paying 7.75%+ 5.06% on their debt. Interest expense consumes all their operating income for now Like the honesty of the CFO company can generate $4-$6M in FCF. Pretty simple story but certainly requires A LOT OF PATIENCE"
X Link 2023-06-01T19:42Z [----] followers, [----] engagements
"$BUKS $0.82 per share"
X Link 2024-01-10T18:24Z [----] followers, [----] engagements
"$BUKS. Interesting there was 1.4M shares traded and the stock was unchanged"
X Link 2025-09-18T20:47Z [----] followers, [----] engagements
"$EIX. who needs an analyst"
X Link 2025-10-31T21:31Z [----] followers, [---] engagements
"$GENI $DKNG $FLUT $SRAD $BETZ If you are invested in any of these stocks you must read listen to the $GENI investor day. They go into great detail on prediction markets"
X Link 2025-12-04T22:05Z [----] followers, [---] engagements
"$EKCS $4M company announces $85M contract https://www.otcmarkets.com/stock/EKCS/news/Electronic-Control-Security-Inc-Enters-into-Teaming-Agreement-for-a-Multi-Million-Dollar-Border-Project-in-North-Africaid=290534 https://www.otcmarkets.com/stock/EKCS/news/Electronic-Control-Security-Inc-Enters-into-Teaming-Agreement-for-a-Multi-Million-Dollar-Border-Project-in-North-Africaid=290534"
X Link 2021-02-18T18:07Z [----] followers, [--] engagements
"@FocusedCompound $PRKA. But you know that one already 🤣. FCNE $0.25 dividend on a $1.60 stock. Bingo halls in Texas. $BUKS Aerospace and casino in Kansas. Just bought their underlying land at casino on favorable terms"
X Link 2021-02-19T15:57Z [----] followers, [--] engagements
"@WallStCynic Wrote this one pager in December"
X Link 2021-04-09T15:24Z [----] followers, [--] engagements
"@dollarsanddata 155M warrants outstanding at exercise prices below $2.00 $320K in consulting fees expenses. $175K in professional management expenses. Sold 2.5M shares last spring at $1.00"
X Link 2021-04-15T20:22Z [----] followers, [--] engagements
"@puppyeh1 Have you read the latest Goehring & Rozencwajg letter Covers copper in detail"
X Link 2021-05-20T04:22Z [----] followers, [--] engagements
"@LPTexas Aren't these the same people that are pro-eviction bans"
X Link 2021-09-15T23:02Z [----] followers, [--] engagements
"$KTEL Tidbits from 10Q. The Infinity Mobile business continues to offer very big upside in revenue and OCF. Reengaged team that was selling 10K lines a month in CA ($54 a month per line in revenue)"
X Link 2021-11-13T17:54Z [----] followers, [--] engagements
"Working on a couple of companies for write ups on my substack blog and other places. $BTTR- building a pet food company to be sold in 3-5 years (Mgt has done it twice before) and $IDW- $10M EV comic book company with new CEO and asset-light model Catalogue could be worth 2-3X EV"
X Link 2022-02-05T15:45Z [----] followers, [--] engagements
"the PE ratio of [---] stocks in the S&P [---] is . 13.9X"
X Link 2022-07-08T21:33Z [----] followers, [--] engagements
"$RICK. Things you do not expect to hear on a conference call: "Now Eric one question that was submitted to me by a hot girl capital is you plan to open a Nashville location maybe a naughty honky tonk in the future""
X Link 2022-08-12T19:20Z [----] followers, [--] engagements
"Working on more [--] hour analysis for my substack Any companies you want covered $MMMB $CATO and a couple others are in the mix. Maybe a relook at $IDW. I like to focus on sub $500M companies when possible. https://investing501.substack.com/ https://investing501.substack.com/"
X Link 2022-09-15T17:45Z [----] followers, [--] engagements
"I was the housing analyst at David Tice & Assoc. during collapse of housing in 2008-2009. Predicted none of the public homebuilders would go bankrupt because of use of options on lots. With P/Es under [--] and 80% of BV thinking I should do a Substack on them. Thoughts"
X Link 2022-09-28T20:40Z [----] followers, [--] engagements
"$GLXZ Doing work on company since Microcap Club did an hour long video with CEO. I love all things gaming but never really looked at it much. Here is a reason to not just look at EBITDA. Because of floating rate debt int exp went from 20% to 75% of EBITDA"
X Link 2023-06-01T19:34Z [----] followers, [----] engagements
"$DKNG. Clearly no one believes this will continue"
X Link 2026-02-13T21:02Z [----] followers, [---] engagements
"$GENI GENI announced that certain members of the mgt team and Board of Directors GeniusCo-Founderand CEO Mark Locke and Chairman Kenneth Kay and the Legend Founder purchased an aggregate of approximately 1.4M shares during the week ended Feb13 Investors"
X Link 2026-02-13T21:06Z [----] followers, [---] engagements
"@hkuppy I am getting nervous that my twitter feed is becoming nothing but confirmation bias tweets about all my energy stocks and long-term thesis"
X Link 2022-01-28T14:49Z [----] followers, [--] engagements
"$TLFA is now tradable regular way on Schwab"
X Link 2022-01-31T20:30Z [----] followers, [--] engagements
"@hkuppy Hey Australia hold my Labatt's"
X Link 2022-02-14T22:51Z [----] followers, [--] engagements
"$RICK at $65"
X Link 2022-02-16T23:04Z [----] followers, [--] engagements
"$TLFA. 50K shares trades at $5 in [--] trades"
X Link 2022-03-30T15:46Z [----] followers, [--] engagements
"https://www.freedomdaysolutions.com/post/energy-smuggling-good https://www.freedomdaysolutions.com/post/energy-smuggling-good"
X Link 2022-04-18T00:42Z [----] followers, [--] engagements
"@hkuppy @joshyoung Horizon Q1 commentary is out. Must read for commodity investors and inflation worriers. https://horizonkinetics.com/whats-new/ https://horizonkinetics.com/whats-new/"
X Link 2022-05-04T22:20Z [----] followers, [--] engagements
"$GCI guides to $160M-$180M of FCF $600M Market Cap"
X Link 2022-05-07T18:50Z [----] followers, [--] engagements
"If everyone is thinking alike then somebody isn't thinking. George S. Patton"
X Link 2022-05-19T13:39Z [----] followers, [--] engagements
"$ARKR has about $23M in cash after receiving tax refund and strong QTD results. $28M in debt (Not counting leases I know let the debate begin). $60M market cap. Highest cash to market cap restaurant name. $CHUY and $FRGI up there too. $WEN is 21%"
X Link 2022-05-27T17:04Z [----] followers, [--] engagements
"@puppyeh1 Having worked with short sellers for a long time I would agree that the $RICK thesis is pretty weak and just rehashing old news that is irrelevant"
X Link 2022-06-03T03:13Z [----] followers, [--] engagements
"My stocks have become corrected to the markets on down days and uncorrelated to the markets on up days"
X Link 2022-06-23T18:54Z [----] followers, [--] engagements
"$TPL Presentation: Interesting. Contrary to the huge decline in DUCs overall in the industry $TPLs DUCs are rising"
X Link 2022-08-22T22:20Z [----] followers, [--] engagements
"@ShellenbergerMD April of this year. Hmmm https://www.nbcnews.com/politics/politics-news/biden-administration-resume-leasing-oil-gas-drilling-federal-lands-rcna24646 https://www.nbcnews.com/politics/politics-news/biden-administration-resume-leasing-oil-gas-drilling-federal-lands-rcna24646"
X Link 2022-09-06T20:01Z [----] followers, [--] engagements
"$CATO Market cap $208M. Cash & Marketable Securities $153M. Generated FCF every year but [----]. Paying out $14M a year in dividends. Yeah I get it retail focused on lower end consumer sucks going into a recession"
X Link 2022-09-06T22:02Z [----] followers, [--] engagements
"One Hour Analysis: Full House Resorts CEO Dan Lee Thinks the Company Could Be Worth $30-$40 a Share in [----] Will it on Investing501 Newsletter https://investing501.substack.com/p/one-hour-analysis-full-house-resortsutm_source=twitter&utm_campaign=auto_share&s=w https://investing501.substack.com/p/one-hour-analysis-full-house-resortsutm_source=twitter&utm_campaign=auto_share&s=w"
X Link 2022-09-10T14:28Z [----] followers, [--] engagements
"With [--] year treasuries trading at 4% just think how much money $GOOG $AAPL $MSFT $BRK etc. are now earning on those hundreds of billions of dollars of cash"
X Link 2022-09-16T17:46Z [----] followers, [--] engagements
"@BambroughKevin"
X Link 2022-09-18T01:45Z [----] followers, [--] engagements
"@iLoveJaneAdams I have asked that for over [--] years"
X Link 2022-10-06T19:53Z [----] followers, [--] engagements
"The Elliott Investment letter is a must read. [--] pages of thoughtful analysis on inflation and the Fed and all things related"
X Link 2022-12-31T19:36Z [----] followers, 11.2K engagements
"https://www.docdroid.net/1MgHFOK/elliott-letter-pdf https://www.docdroid.net/1MgHFOK/elliott-letter-pdf"
X Link 2022-12-31T19:56Z [----] followers, [----] engagements
"I worked with Gregg for over [--] years and we still talk almost everyday. He is a thoughtful thinker and one of the best investment minds I know. Please check out his Substack blog on investing. Realtime thinking from a [--] year investment professional https://jahnke.substack.com/p/doing-the-one-hour-analysispublication_id=1217524&post_id=95434252&isFreemail=true https://jahnke.substack.com/p/doing-the-one-hour-analysispublication_id=1217524&post_id=95434252&isFreemail=true"
X Link 2023-01-09T03:16Z [----] followers, [----] engagements
"My long-time friend and former co-worker is writing a very interest Substack on his investment process and is a great educational source and real-time thought journal. https://jahnke.substack.com/p/thinking-about-sector-weighting-2ndpublication_id=1217524&post_id=98272862&isFreemail=true https://jahnke.substack.com/p/thinking-about-sector-weighting-2ndpublication_id=1217524&post_id=98272862&isFreemail=true"
X Link 2023-01-22T23:26Z [----] followers, [----] engagements
"$HAL CC: On the supply side in the US an increased spend of almost 50% and activity growth of nearly 30% yielded a production increase of about 5%. @joshyoung @hkuppy"
X Link 2023-01-24T19:16Z [----] followers, 19.9K engagements
"$PRKA New CEO Lisa is refreshing. Responds to shareholder emails relatively quickly. Sets up an investor call and is excited to communicate with shareholders. Nice to see. 70% of float is tightly held so really less than $10M worth of stock avaiable to buy"
X Link 2023-02-17T19:17Z [----] followers, [----] engagements
"@joshyoung That is trailing FCF. Cut that by 50% and see how it looks. As an example $DVN generated $6B in FCF in [----]. Probably will be around $2B max this year"
X Link 2023-02-17T19:50Z [----] followers, [----] engagements
"@ToddWenning So sorry for your loss. We give dogs a few of our best years and in return they give is all of theirs"
X Link 2023-02-17T21:13Z [----] followers, [---] engagements
"Did an [--] 1/2 hour interview with new $PRKA CEO. Hoping to have a Substack update within the next week or so. Same with management team at $DDEJF. Will have thoughts on $NROM/$BTBD 13D/A filing. This could be very big news. Also have some thoughts on $ALCO proxy news soon"
X Link 2023-03-01T20:49Z [----] followers, [----] engagements
"@hkuppy I saw this quote today. "Unrealised losses on banks' securities books generally do not matter - until they coincide with deposit outflows." What is also important at an individual bank level is the what % of securities can be sold without realizing losses. Shorter duration wins"
X Link 2023-03-11T15:46Z [----] followers, [----] engagements
"$MMMB. The adults continue to make progress on profitability and governance. This comment in PR is a significant change to guidance. The margins he is talking about 30%+ GM and 15% EBITDA Margin is similar to $AMNF (sells frozen pasta and Italian foods on west coast)"
X Link 2023-04-26T22:36Z [----] followers, [----] engagements
"$MMMB conference call. Amazing the change in management style for the better"
X Link 2023-04-27T19:11Z [----] followers, [---] engagements
"$IDW. I was very wrong on my thesis on this one. Ugh"
X Link 2023-04-28T01:51Z [----] followers, [----] engagements
"@FocusedCompound I believe they have said they think the NAV is north of $120 a share maybe $150 (depends on your cap rate assumptions). So if they offer to buy out shareholders at say $95 they can eventually capture that premium themselves"
X Link 2023-06-02T15:24Z [----] followers, [----] engagements
"If you go to conferences and do 1x1's. Come prepared. Read last couple of conference calls + presentation + 10Q and 10K. Don't waste mgt time byy asking questions you can find the answers to in those. Find out the "why & how" the business exists. 1/"
X Link 2023-06-09T00:47Z [----] followers, [----] engagements
"$MGM Always pay attention to market cap and EV not just share price. Stock price is up 35% but market cap up only 10% due to 18% decrease in S/O. EV up only 6%"
X Link 2023-06-13T16:46Z [----] followers, [----] engagements
"$EZPW A line in the cash flow statement you don't see every day"
X Link 2023-06-28T00:50Z [----] followers, [----] engagements
"$RMCF Starting due diligence on the company. Has some aspects that remind me of $MMMB and the potential to operationally improve margins by new mgt. just paying attention to detail. But this is a problem. 75% of franchisees operate only [--] store. Weak system right now"
X Link 2023-07-07T00:08Z [----] followers, [----] engagements
"$RMCF. What's the old saying about short a stock when they implement a new ERP system and buy it when it is done"
X Link 2023-07-07T00:12Z [----] followers, [----] engagements
"$HHC $JOE $TRC $AXR $FOR $PYCO @hkuppy These [--] companies should merge into one. Together they would probably be the largest public land development company in the US"
X Link 2023-07-08T23:55Z [----] followers, [----] engagements
"@AKWilk Down 18% is SSS at Bombshells is not good. That is by far the worst SSS report of the [--] public restaurant companies. What was once a promising growth vehicle has become a dud. I get that it is only 10% of OI but Eric needs to focus on integration and not acquisition now"
X Link 2023-07-11T16:41Z [----] followers, [----] engagements
"@hkuppy FTC is dicking around with $69B $ATVI acquisition meanwhile in two hours the market cap of $MSFT increases 2X that amount"
X Link 2023-07-18T16:50Z [----] followers, [----] engagements
"Broyhill Asset Management has an excellent report on $UMG. If you cannot find it DM me"
X Link 2023-07-20T17:06Z [----] followers, [----] engagements
"@junkbondinvest Goldman"
X Link 2023-07-24T13:39Z [----] followers, [----] engagements
"$NROM By my count the Mobley's own about 2.94M shares (excluding options/warrants/convertible). $BTBD owns 1.44M. It looks like if you exclude all those shares the vote was actually 8.6M to ZERO. Never have I seen such a one-sided shareholder vote against management"
X Link 2023-07-24T23:01Z [----] followers, [----] engagements
"$EPD $NVDA. $EPD assets worth as much as $NVDA mkt cap We can only dream. Legacy Ridge Capital Management Q2 Letter"
X Link 2023-07-28T21:07Z [----] followers, [----] engagements
"$RICK Service Revenue 99% gross margin. 👀👀"
X Link 2023-08-09T23:41Z [----] followers, [----] engagements
"Going to LD Micro Main Event Next week. Doing [--] [--] on 1s Some companies I am talking to $LUXH $NEPH $RELL $RGF $LVO $SEED $GHM $INVE $CIA $ACU $ISSC $CXI $PYCO $DYAI $URG $UAVS $ALMU"
X Link 2023-10-01T15:10Z [----] followers, [----] engagements
"$EQC Interest income Doubled YOY. $2.1B in cash $2.05B in market cap Rent NOI basically FLAT. They should change their name to CASHCO"
X Link 2023-10-30T20:40Z [----] followers, [----] engagements
"$SIX $FUN Merger CC thoughts. Not impressed. Other than cost synergies don't really see any classic reasons for merger. No real new revenue opportunies ($MTN Epic Pass this isn't). No new technology and guests will not go to other parks (too far). $FUN diluting their upside"
X Link 2023-11-03T23:23Z [----] followers, [----] engagements
"If investors pay a "High Price for Certainty" wouldn't the opposite be true "Paying a Low price for Uncertainty""
X Link 2023-11-18T21:47Z [----] followers, [----] engagements
"I was bored and put together a spreadsheet with the same store sames results for [--] restaurant chains going back [--] years. Provides some good perspective on long-term performance. Of course valuations and stock preformance pretty much reflecthing this already"
X Link 2023-11-27T15:47Z [----] followers, [----] engagements
"Am I the only one that still does spreadsheets by hand and not just exporting data to excel"
X Link 2023-11-29T17:24Z [----] followers, [---] engagements
"G&R Q3 report. @hkuppy @joshyoung"
X Link 2023-11-30T00:43Z [----] followers, 15.6K engagements
"$PRKA Van Voorhis sold his shares to Focused Compounding for $0.25 per share"
X Link 2023-12-15T18:38Z [----] followers, [----] engagements
"$PRKA new 8K. Shots fired"
X Link 2023-12-22T21:40Z [----] followers, 17.8K engagements
"$PRKA Lisa's response in 8K"
X Link 2023-12-22T22:34Z [----] followers, [----] engagements
"Reserch Pitch Framework"
X Link 2023-12-26T17:40Z [----] followers, [----] engagements
"$PRKA 161K now for sale at $0.37. The plot thickens"
X Link 2023-12-28T16:26Z [----] followers, [----] engagements
"$PRKA New 8K by company"
X Link 2023-12-29T23:12Z [----] followers, 12.5K engagements
"@francis987_5 @roojoo3 As a shareholder I have to agree with the company as well. Not only have they not paid a control premium they actually got that last block of stock at $0.25 or a discount But I also think there does need to be a shakeup. Sell Missouri park Explain why Texas is performing poorly"
X Link 2023-12-30T18:10Z [----] followers, [---] engagements
"$PRKA Dear Shareholder: You are cordially invited to attend a Special Meeting of Parks America Inc. a Nevada corporation (the Company). The Meeting will be held on Feb [--] [--] at [--] a.m. EST. The Special Meeting will be held in a virtual meeting format only via live audio"
X Link 2024-01-02T20:38Z [----] followers, [----] engagements
"$RICK Wish every company had this detailed disclosure for SG&A"
X Link 2024-01-08T21:28Z [----] followers, [----] engagements
"$RICK Houston we have a problem. Two year SSS Stack at Bombshells is down 33.3%. Nothing like that in the entire restaurant universe. [----] Q1: Q2: +14% Q3: -12.3% Q4: -13.3% Q1 : -13.9% Q2: -12.1% Q3: -18.2% Q4: -20.3%"
X Link 2024-01-09T18:15Z [----] followers, [----] engagements
"$ONEW I like the breakout of organic vs. acquisition"
X Link 2024-01-23T19:50Z [----] followers, [----] engagements
"$HFFG Reading the 10K. Came across this. I don't think that phrase means what you think it means"
X Link 2024-01-23T21:41Z [----] followers, [----] engagements
"$VNO Also calling bottom in retail leasing in NYC"
X Link 2024-02-15T00:16Z [----] followers, [---] engagements
"$RICK Restaurant comps of those that have reported. Yes two year stack is more important but I am being lazy"
X Link 2024-02-16T14:33Z [----] followers, [----] engagements
"$BSM. Call me shocked in 3-6 months when distribution is cut 20-30% and the retail yield whores sell the stock because they are surprised. I hope management doesn't use up any of their $150M buyback until that day"
X Link 2024-02-25T22:33Z [----] followers, [----] engagements
"$FWONA Sequoia Annual Letter"
X Link 2024-03-23T20:01Z [----] followers, [----] engagements
"$LW Back in the day we used to joke that you could short any company that was implementing a new ERP system because problems would always happen. I guess that is still the case"
X Link 2024-04-04T16:57Z [----] followers, [----] engagements
"Gotta love being involved in highly illiquid micro caps. I always have buy and sell orders in place because of the occasional random volatility. Have a sell order for [----] shares at $0.93 Trade today [----] shares sold @ $0.9297 Stock now 30K offered at $0.82. Happens a lot"
X Link 2024-04-11T16:41Z [----] followers, [----] engagements
"$RICK CEO talks about not buying properties today because sellers are still using peak '22 numbers. Yet in [----] company spent $142M on acquisitions including a couple club in FL (Tooties revenue down 25% since then). 17% of EV. @Adam_Wyden Thoughts"
X Link 2024-04-11T19:17Z [----] followers, [----] engagements
"$FIP saw the company presentation at IDEAS Conference in Dallas late last year. Put it in the very interesting need to follow up with management pile. Never did. Stock is up 100% since then"
X Link 2024-04-23T20:36Z [----] followers, [---] engagements
"I do like to read all the transcripts in one industry at one time. Great way to get feel for trends in industry changes happening in industry and how management teams are dealing with it (gives a good feel for quality of management)"
X Link 2024-05-18T21:37Z [----] followers, [----] engagements
"@majgeoinvesting @GeoPremium I agree it is very interesting. Murray Stahl + Maran Capital is an interesting combination. Horizon is a really different type of money manager and I wonder if all their exchanges and crypto stuff come with it I think they are also in $WELX and $FRMO"
X Link 2023-12-26T17:45Z [----] followers, [---] engagements
"$SWN Southwestern Energy Comstock Resources cut to Sell equivalent at Mizuho Jan. [--] [----] Southwestern Chesapeake Energy close to $17B merger deal - WSJ Jan. 05"
X Link 2024-01-07T19:43Z [----] followers, [---] engagements
"@nickgillespie $KTEL. restore the broadband payments that were not renwed a few years ago"
X Link 2025-07-16T21:08Z [----] followers, [---] engagements
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