# ![@UrInsideMan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2326585578.png) @UrInsideMan G

G posts on X about $clbt, $lyb, $tri, ai the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2326585578/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2326585578/c:line/m:interactions.svg)

- [--] Week [-----] -67%
- [--] Month [------] +253%
- [--] Months [------] +101%
- [--] Year [------] +170%

### Mentions: [--] [#](/creator/twitter::2326585578/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2326585578/c:line/m:posts_active.svg)

- [--] Month [--] +47%
- [--] Months [---] +92%
- [--] Year [---] +107%

### Followers: [---] [#](/creator/twitter::2326585578/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2326585578/c:line/m:followers.svg)

- [--] Week [---] +1.50%
- [--] Month [---] +7%
- [--] Months [---] +18%
- [--] Year [---] +65%

### CreatorRank: [---------] [#](/creator/twitter::2326585578/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2326585578/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [nfl](/list/nfl)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$clbt](/topic/$clbt) #4, [$lyb](/topic/$lyb), [$tri](/topic/$tri) #6, [ai](/topic/ai), [money](/topic/money), [$ulta](/topic/$ulta), [$ec](/topic/$ec), [$bak](/topic/$bak), [stocks](/topic/stocks), [$sols](/topic/$sols)

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@orrdavid](/creator/undefined) [@blondesnmoney](/creator/undefined) [@calvinfroedge](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@pythiar](/creator/undefined) [@logicalthesis](/creator/undefined) [@atelicinvest](/creator/undefined) [@sleepysolcap](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@bichonredux](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@jktadave](/creator/undefined) [@jewishmccaffrey](/creator/undefined) [@nopeitslily](/creator/undefined) [@valuedrift](/creator/undefined) [@edgecgroup](/creator/undefined) [@coloradotravis](/creator/undefined) [@underdogfantasy](/creator/undefined) [@capitalvalor](/creator/undefined)

**Top assets mentioned**
[Cellebrite DI Ltd. Class A Ordinary Shares (CLBT)](/topic/$clbt) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Thomson Reuters Corporation (TRI)](/topic/$tri) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Ecopetrol S.A (EC)](/topic/$ec) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Dine Brands Global, Inc. (DIN)](/topic/$din) [S&P Global Inc (SPGI)](/topic/$spgi) [Crocs, Inc. (CROX)](/topic/$crox) [Huntsman Corporation (HUN)](/topic/$hun) [British American Tobacco (BTI)](/topic/$bti) [Diageo plc (DEO)](/topic/$deo) [Western Midstream Partners, LP. (WES)](/topic/$wes) [Conagra Brands Inc (CAG)](/topic/$cag) [American Eagle Outfitters (AEO)](/topic/$aeo) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [Carrier Global Corp (CARR)](/topic/$carr) [Intuit Inc. (INTU)](/topic/$intu) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Carvana Co. (CVNA)](/topic/$cvna) [General Mills, Inc. (GIS)](/topic/$gis) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [BlackRock Inc (BLK)](/topic/blackrock) [IonQ, Inc. (IONQ)](/topic/$ionq) [Oklo Inc. (OKLO)](/topic/$oklo) [Heroes of NFT (HON)](/topic/$hon) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Zoetis Inc (ZTS)](/topic/$zts) [Energy Transfer, LP. (ET)](/topic/$et) [Unity Software Inc. (U)](/topic/$u) [Western Union Co (WU)](/topic/$wu) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@LuoshengPeng I vehemently disagree with this take. SOFI's routinely been a good spot for higher earners to refinance and that's been who they focus on as those are precisely the types of folks SOFI wants for its flywheel effects. Biden using it as a political football seems a short-term issue"  
[X Link](https://x.com/UrInsideMan/status/1512126485875896322)  2022-04-07T17:53Z [---] followers, [--] engagements


"@DoombergT bullish for $CARR"  
[X Link](https://x.com/UrInsideMan/status/1611077721106354178)  2023-01-05T19:10Z [---] followers, [---] engagements


"Bought some $ulta. Have seen this movie before. -5% in a day on short term broader retail weakness despite beauty being rather resilient (per tgt) in what is typically a weak quarter. Will buy more on further weakness"  
[X Link](https://x.com/UrInsideMan/status/1659627671515480076)  2023-05-19T18:30Z [---] followers, [--] engagements


"@svrnco @orrdavid $30-50 is cheap when a chipotle meal costs $12-15. Im sure some i see are knockoffs but almost everyone in icu and every floor of midwest hospital was rocking them. That doesnt seem like fad adoption to me"  
[X Link](https://x.com/UrInsideMan/status/1693997717788426271)  2023-08-22T14:45Z [---] followers, [--] engagements


"Added some $ULTA here at 406-407"  
[X Link](https://x.com/UrInsideMan/status/1695088662122242272)  2023-08-25T15:00Z [---] followers, [---] engagements


"@InaTailHedged Its all symptomatic of octogenarians running shit. Of course theyre only thinking of short term wins they wont be here to deal with the ramifications"  
[X Link](https://x.com/UrInsideMan/status/1698082060139663840)  2023-09-02T21:14Z [---] followers, [--] engagements


"@coloradotravis I do believe hes missed the entire consumer electronics industry (TVs have only gotten better and cheaper) and plenty of industries have cut price and increased quality as theyve become more commoditized (e.g. DRAM chips). This aint bullish chamie"  
[X Link](https://x.com/UrInsideMan/status/1698107476590084217)  2023-09-02T22:55Z [---] followers, [---] engagements


"@BrownMarubozu This is why $apo continues to outperform"  
[X Link](https://x.com/UrInsideMan/status/1703032404124819646)  2023-09-16T13:05Z [---] followers, [--] engagements


"@JonahLupton This is precisely why a prudent investor should read the proxy materials (specifically the "DEF 14A") which explain what exec comp is tied to"  
[X Link](https://x.com/UrInsideMan/status/1704326680234393819)  2023-09-20T02:48Z [---] followers, [---] engagements


"@JakesFFootball Well that o-line is abysmal and they played the Bills/Steelers whereas the Saints schedule has been kinda easy and Carr's number are arguably worse (both with ratings in the 80s). Think Carr would've done better against those defenses I don't"  
[X Link](https://x.com/UrInsideMan/status/1707110465795416333)  2023-09-27T19:10Z [---] followers, [--] engagements


"@SenWarren It's not Powell. It's the 15+ years of low interest rates which punish savers and benefit existing asset holders and drove speculative money into real estate (which historically doesn't yield that much but still more than t-bills the past 15+ years)"  
[X Link](https://x.com/UrInsideMan/status/1709584554913059025)  2023-10-04T15:01Z [---] followers, [--] engagements


"@StockMKTNewz $ULTA"  
[X Link](https://x.com/UrInsideMan/status/1712502700137427025)  2023-10-12T16:17Z [---] followers, [--] engagements


"@GRomePow Aided by the federal reserve and government who did nothing to curb the moral hazard from the first bubble"  
[X Link](https://x.com/UrInsideMan/status/1715433098068820057)  2023-10-20T18:21Z [---] followers, [---] engagements


"@jeffkjeffk @calvinfroedge You can't analyze the full picture without considering the problematic lending schema. Loans underwritten at full sticker w/high rates and then are non-dischargeable in bankruptcy. Creates an obvious moral hazard for all but the [--] yo who bears the brunt of"  
[X Link](https://x.com/UrInsideMan/status/1716128970356220119)  2023-10-22T16:26Z [---] followers, [--] engagements


"@NimblewNumbers Unpopular opinion: jersey mikes philly cheesesteak is solid"  
[X Link](https://x.com/UrInsideMan/status/1726293633836736808)  2023-11-19T17:37Z [---] followers, [--] engagements


"@junkbondinvest $ULTA"  
[X Link](https://x.com/UrInsideMan/status/1727140680043057638)  2023-11-22T01:43Z [---] followers, [----] engagements


"@HawkinsSecurity @jbchoknows honestly i'd just roll with the niners D. You don't think they can a TO or two against Hurts"  
[X Link](https://x.com/UrInsideMan/status/1729896797189857454)  2023-11-29T16:15Z [---] followers, [--] engagements


"@JewishMcCaffrey @UnderdogFantasy Stafford daniel jones jordan love"  
[X Link](https://x.com/UrInsideMan/status/1734408938245038323)  2023-12-12T03:04Z [---] followers, [--] engagements


"Heres hoping stats hold but bb rundown end of reg season - bbm iv 32/150 (21.3%) [--] in top 10k // dk - 31/150 (20.7%). Not awful for first year taking BB seriously (i think) and being overweight dobbins daniel jones arich jefferson and cousins"  
[X Link](https://x.com/UrInsideMan/status/1734444546337972506)  2023-12-12T05:26Z [---] followers, [--] engagements


"@CorneliaLake $UTZ $SOFI $VRRM are all real businesses too"  
[X Link](https://x.com/UrInsideMan/status/1734951891988042023)  2023-12-13T15:02Z [---] followers, [---] engagements


"I dont know how or why but I suspect this company will be all over the news in our lifetimes for spectacularly imploding Blackstones [----] Holiday Video https://t.co/xbYxA4rZgt Blackstones [----] Holiday Video https://t.co/xbYxA4rZgt"  
[X Link](https://x.com/UrInsideMan/status/1735397268663255399)  2023-12-14T20:32Z [---] followers, [---] engagements


"@jpep20 Great beautiful game but a bit easy. Id ramp up difficulty"  
[X Link](https://x.com/UrInsideMan/status/1735926449553498431)  2023-12-16T07:34Z [---] followers, [--] engagements


"@BichonRedux @CapitalValor Perfectly reasonable for a middle class family to spend half its discretionary income on xmas"  
[X Link](https://x.com/UrInsideMan/status/1737952746135867862)  2023-12-21T21:46Z [---] followers, [--] engagements


"@coloradotravis It's very disheartening how shockingly uninformative the media has become.makes me wonder if it's always been this way or if things have gotten worse as they are forced to compete w/social media etc. for eyeballs where shock/awe/fear prevail"  
[X Link](https://x.com/UrInsideMan/status/1740580333974651203)  2023-12-29T03:47Z [---] followers, [--] engagements


"@coloradotravis I agree. I meant that conventional media having to compete w/social media forces their hand to play to the lowest common denominator since they're competing for the same eyeballs. Any idea if it used to be more balanced etc I recall there being better coverage even on [--] min"  
[X Link](https://x.com/UrInsideMan/status/1740581751809102282)  2023-12-29T03:53Z [---] followers, [--] engagements


"@calvinfroedge I mean what's the SBSW discount predicated on at this point Complete anarchy in South Africa Nationalization Froneman and his ilk have already taking matters into their own hands and have been building out additional infrastructure to support operations where lacing"  
[X Link](https://x.com/anyuser/status/1740755384288346172)  2023-12-29T15:23Z [--] followers, [---] engagements


"Heres a shocker: i bought more $ulta today"  
[X Link](https://x.com/UrInsideMan/status/1742586892401443033)  2024-01-03T16:41Z [---] followers, [--] engagements


"@jimiuorio Forgiveness Not really though debt holidays/jubilees have historical precedents. They should be dischargeable in bankruptcy like any unsecured debt which will automatically force underwriting to be better/more disciplined. The government made this mess and thats how to fix it"  
[X Link](https://x.com/UrInsideMan/status/1742929928629489989)  2024-01-04T15:24Z [---] followers, [--] engagements


"@CoopAFiasco He'll go first round if Bill is still at the reins. Hell they may trade up for him"  
[X Link](https://x.com/UrInsideMan/status/1743288219368575245)  2024-01-05T15:07Z [---] followers, [---] engagements


"@StockMarketNerd non-zero chance it goes through restructuring"  
[X Link](https://x.com/anyuser/status/1744755315222941839)  2024-01-09T16:17Z [--] followers, [---] engagements


"@JonahLupton How often does an "activist" actually make a difference these days I've seen numerous initial pops for a number of companies (Gamestop Disney Hasbro) but then nothing ends up changing too much at the fundamental business level"  
[X Link](https://x.com/UrInsideMan/status/1744770513749029117)  2024-01-09T17:18Z [---] followers, [---] engagements


"@StockMarketNerd I just meant more that I would tread extremely carefully if bottom fishing. There are plenty of iconic and strategically important companies like Boeing w/deep seated cultural rot that have zeroed equity holders or come very close to it (e.g. GE Sears)"  
[X Link](https://x.com/UrInsideMan/status/1744772367778295836)  2024-01-09T17:25Z [---] followers, [---] engagements


"@MikeFritzell Greenwald has a reasonably good articulation of what factors constitute a moat. The best heuristic is - would i be able to recreate the business and how much will it cost RCIs moat never struck me as anything another stripclub couldnt copy (and idk what the appeal is really)"  
[X Link](https://x.com/UrInsideMan/status/1744884431947456654)  2024-01-10T00:50Z [---] followers, [--] engagements


"@MikeFritzell To keep w/costco example (applies to amazon too) it built an exclusive network that can only be tapped by subscribers which enables better scale and better prices. Imagine trying to compete with that It would cost tens of billions easily. Thats a solid moat imho"  
[X Link](https://x.com/UrInsideMan/status/1744899378156831208)  2024-01-10T01:50Z [---] followers, [--] engagements


"@MichaelAArouet Why is it the healthcare system and not the food supply regulatory capture weak infrastructure and bad behaviors I imagine our massive amount of gun deaths compared to all those countries also makes a difference"  
[X Link](https://x.com/anyuser/status/1745473205446308255)  2024-01-11T15:50Z [--] followers, [--] engagements


"@SMB_Attorney @ECommDarren Some ppl are just rotten man. Its not a big % thankfully. But hes a bonafide con man going back to his preferred grift. Its often pathological with these people"  
[X Link](https://x.com/UrInsideMan/status/1749624711590371725)  2024-01-23T02:46Z [---] followers, [--] engagements


"@bucketshopcap Everyone read chip war and now "gets it". Don't get me wrong i loved the book and learned a lot but still don't F with the semis aside from ASML"  
[X Link](https://x.com/UrInsideMan/status/1750913109072507258)  2024-01-26T16:06Z [---] followers, [---] engagements


"@orrdavid Check out $atkr. A bit less cyclical with especially nice tailwinds rn"  
[X Link](https://x.com/UrInsideMan/status/1751290199999451149)  2024-01-27T17:04Z [---] followers, [---] engagements


"@willgund @JeffAmazonX @PalmerLuckey Just make the debts dischargeable in bankruptcy and the market will take care of itself. A few lenders will go bankrupt underwriting standards will reset tuitions will come down and it will normalize. Government distorted the market and led a growth in administrators + tuition"  
[X Link](https://x.com/UrInsideMan/status/1752184730685161476)  2024-01-30T04:19Z [---] followers, [---] engagements


"Mahomes v. Brady is an asinine discourse. Only [--] of them was actually with the female alpha sitting in their team's luxury box"  
[X Link](https://x.com/UrInsideMan/status/1752832682571034997)  2024-01-31T23:14Z [---] followers, [--] engagements


"@hekyoda Been reading a lot of economic history lately. we basically discovered in the late 30s that we could leverage deficit spending during times of war & keep the budget hawks at bay during "wartime" so we've been pretty keen on pushing the Keynesian philosophy to the max ever since"  
[X Link](https://x.com/UrInsideMan/status/1754206613521445023)  2024-02-04T18:13Z [---] followers, [---] engagements


"@hekyoda Put simply - conflicts let us run huge deficits which bolster some aspects of economy but like everything else when pushed to extremes (as I would argue it presently has) inevitably results in harms (e.g. inflationary pressures income inequality etc.)"  
[X Link](https://x.com/UrInsideMan/status/1754206977956413544)  2024-02-04T18:15Z [---] followers, [----] engagements


"@StealthQE4 Idk man. I think there's also some complete mismatch with expectations for a generation that grew up on social media. I lived in an apartment at [--] with [--] other dudes in a kinda sketchy area.that idyllic world of house + yard + kids by [--] or w/e is a thing of the past"  
[X Link](https://x.com/UrInsideMan/status/1755723828108398988)  2024-02-08T22:42Z [---] followers, [---] engagements


"@waltuuuhr @nope_its_lily Intuit will most likely own the AI tool and have a lot of the structure in place to implement it. They're definitely working on it"  
[X Link](https://x.com/UrInsideMan/status/1760716639836791123)  2024-02-22T17:22Z [---] followers, [--] engagements


"@calvinfroedge Am thinking inflation spike leading into Carter election bid (similar to Biden) caused by premature easing while deficit spending had gotten out of control due to Vietnam + bretton woods + inflationary feedback loops (similar to deficit today) sowed seeds [--] early 80s recession"  
[X Link](https://x.com/UrInsideMan/status/1762887679568420907)  2024-02-28T17:09Z [---] followers, [--] engagements


"@TheStalwart long speculative shit. He's a profligate spender who will push for low interest rates as it benefits him and his ilk as a large real estate owner"  
[X Link](https://x.com/UrInsideMan/status/1763626405445685759)  2024-03-01T18:04Z [---] followers, [--] engagements


"Added to $EC today for the first time in a while. Lots of noise. Issue boils down to: how much do i get paid at what price of oil (14-15% for [----] - better than most bonds). More importantly do I foresee further upside for oil from here Yes"  
[X Link](https://x.com/UrInsideMan/status/1764677188010246323)  2024-03-04T15:40Z [---] followers, [---] engagements


"Gitlin at $CARR making good on his promise to shed the lower margin businesses (5.8% op. margin in 2023) and focus on the core HVAC (15% op. margin in 2023). Love to see it"  
[X Link](https://x.com/UrInsideMan/status/1765433776664961303)  2024-03-06T17:46Z [---] followers, [--] engagements


"@orrdavid hence why I've loved $ULTA for a while now"  
[X Link](https://x.com/UrInsideMan/status/1766167785070035252)  2024-03-08T18:23Z [---] followers, [----] engagements


"@orrdavid I see it as a LOW/AZO-type play - share cannibal w/plenty of FCF targeting LDD (11-13%) S/H return (buybacks + HSD growth) and makeup market as a whole grows GDP. Brand-agnostic consumable product that's operating in a duopoly basically. Expansion beyond US likely gravy"  
[X Link](https://x.com/UrInsideMan/status/1766169400770494818)  2024-03-08T18:29Z [---] followers, [---] engagements


"@orrdavid For those who like sin stocks social media begets increased narcissism = more beauty products etc. So some secular growth too and it's got some recurring elements akin to COST (not quite exclusive membership but loyalty drives customers to stores). moat thus hard to disrupt"  
[X Link](https://x.com/UrInsideMan/status/1766169976992317901)  2024-03-08T18:31Z [---] followers, [---] engagements


"@HotDogCap The model could work but thrasio was a disaster on all fronts overpaid for acqs at peak multiples overhired lacked experience etc"  
[X Link](https://x.com/UrInsideMan/status/1766176201368883500)  2024-03-08T18:56Z [---] followers, [--] engagements


"$ULTA ER - call me old fashioned but i like strong solid growers who cannabilize shares. I try not to read too much into modest hiccups (especially since we just as op. margins bounce back). Love the Mexico expansion as it's a market i'm generally bullish on"  
[X Link](https://x.com/UrInsideMan/status/1768381477954220310)  2024-03-14T20:59Z [---] followers, [----] engagements


"Busy day at work but bought more $ulta $hdsn $sbsw today. Money 🤝 mouth"  
[X Link](https://x.com/UrInsideMan/status/1768681156717793746)  2024-03-15T16:50Z [---] followers, [---] engagements


"@Empty_America Modern medicine and an extensive push by george w. Bush administration to successfully suppress mother-infant spread (a major vector). One of Bushs greatest successes"  
[X Link](https://x.com/UrInsideMan/status/1768886678905831733)  2024-03-16T06:27Z [---] followers, [---] engagements


"@Empty_America Lots of folks still have aids but it made a real dent. Dealt with more than mother-infant spread just fyi"  
[X Link](https://x.com/UrInsideMan/status/1768887315429265918)  2024-03-16T06:29Z [---] followers, [--] engagements


"@LukeWolgram $ULTA though PE is right around 20x 2024EPS rn. They've been buying back since [----] IIRC. Margin fairly consistent even if not perfectly smooth like the street expects sometimes"  
[X Link](https://x.com/UrInsideMan/status/1769960599004532903)  2024-03-19T05:34Z [---] followers, [---] engagements


"added to TMDX HDSN and began tiering into new position - WSC. Thesis = basically URI [---] (rents the other key items needed for any major job w/add'l use cases beyond just construction excellent margins and merger further cements primacy + diversification)"  
[X Link](https://x.com/UrInsideMan/status/1774871545174721008)  2024-04-01T18:48Z [---] followers, [--] engagements


"@JRogrow *dividend yield + buyback yield. Not all return capital identically for various reasons"  
[X Link](https://x.com/UrInsideMan/status/1775569040427106564)  2024-04-03T17:00Z [---] followers, [--] engagements


"@BichonRedux @Citrini7 nope. forever middle class"  
[X Link](https://x.com/UrInsideMan/status/1776336025423433997)  2024-04-05T19:48Z [---] followers, [--] engagements


"@gregisenberg so is MTCH a terminal zero when it gets flooded w/AI bots and people go back to trying to date normally"  
[X Link](https://x.com/UrInsideMan/status/1777711978963755070)  2024-04-09T14:55Z [---] followers, [--] engagements


"@PythiaR Also competition seems fierce no Lots of random coffee shops in urban environments offering a better product and dutch bros seems to be coming for the insane sugary offerings no I do like the [--] sugar cold brew supermarket option tho"  
[X Link](https://x.com/UrInsideMan/status/1778080010445664499)  2024-04-10T15:18Z [---] followers, [---] engagements


"@Lifeinvestmoney He should merge all the corollas into [--] 16-wheeler"  
[X Link](https://x.com/UrInsideMan/status/1778635154249883804)  2024-04-12T04:04Z [---] followers, [--] engagements


"If biden is serious about taxing unrealized capital gains then weve really jumped the shark and i will begin planning my exit strategy"  
[X Link](https://x.com/UrInsideMan/status/1783317143141933229)  2024-04-25T02:08Z [---] followers, [--] engagements


"Think $MTCH is too cheap not to take a stab at roughly the same levels the company is buying stock back. See multiple paths to even more FCF generation than present and Hinge growth is impressive. Could realistically be a mid-HSD grower for years and return $$ to s/h"  
[X Link](https://x.com/UrInsideMan/status/1784961807674638649)  2024-04-29T15:03Z [---] followers, [---] engagements


"@LogicalThesis This economy no. In theory it should be fine.5% is nothing crazy"  
[X Link](https://x.com/UrInsideMan/status/1785049783603708336)  2024-04-29T20:53Z [---] followers, [---] engagements


"@BeedeMark @RotoStreetWolf Josh Allen is the GL back forever. Ray Davis may have value but suspect 600/6-7 tds is like best case w/no injury"  
[X Link](https://x.com/UrInsideMan/status/1785480165029532148)  2024-05-01T01:23Z [---] followers, [--] engagements


"@nope_its_lily that's why i think it recovers from here.hinge growth + buyback + tech labor softness (less SBC) + possible activist boost + otherwise good cash flow generation"  
[X Link](https://x.com/UrInsideMan/status/1786152896557375692)  2024-05-02T21:56Z [---] followers, [---] engagements


"@JewishMcCaffrey @UnderdogFantasy I think fading brooks will prove to be a mistake"  
[X Link](https://x.com/UrInsideMan/status/1787875759010300229)  2024-05-07T16:02Z [---] followers, [----] engagements


"Don't love ATKR results. Cyclicality bound to hurt at times. Still a solid capital allocator but pricing issues may persist w/weaker economy. It also grew to be a rather sizable position so trimming a bit"  
[X Link](https://x.com/UrInsideMan/status/1787915571389956338)  2024-05-07T18:41Z [---] followers, [--] engagements


"Thesis was pricing power would hold. It did not. I still think they're a good company so won't sell out completely and at 9-10x FWD EPS still rather cheap. But prudent risk mgmt suggests i should ramp this one down a bit"  
[X Link](https://x.com/UrInsideMan/status/1787917015782470022)  2024-05-07T18:46Z [---] followers, [--] engagements


"$MTCH mixed. Hinge growing like crazy RRP up total payers down (makes sense in tough macro); SBC annualized up (hate that); bought back 2% of float (solid) at avg of $35/sh; op. margin down but 20% is good. Optically cheap. not terminal. Probably too hard but i'm stubborn"  
[X Link](https://x.com/UrInsideMan/status/1787949130397954302)  2024-05-07T20:54Z [---] followers, [---] engagements


"@Rebrand_As_Y I'd back out SBC too (250-300M) since it doesn't look like that issue's getting addressed too favorably for s/h but still a nice FCF multiple even factoring that in"  
[X Link](https://x.com/UrInsideMan/status/1788254963895861697)  2024-05-08T17:09Z [---] followers, [----] engagements


"@StockMarketNerd Has anyone actually learned a language from it Genuinely curious"  
[X Link](https://x.com/UrInsideMan/status/1788323634794185130)  2024-05-08T21:42Z [---] followers, [---] engagements


"@SathyeshBhat @StockMarketNerd I get the appeal. I did it for a while too (1 yr). I just didn't see myself gaining any fluency (as compared to say a tutor or Rosetta Stone) after a year besides sheer memorization (learned more words). It's fun but i wonder if it's just a glorified video game basically"  
[X Link](https://x.com/UrInsideMan/status/1788334013448425894)  2024-05-08T22:23Z [---] followers, [--] engagements


"@GrandTokamak Tax cuts + raging deficit spending is a recipe for success"  
[X Link](https://x.com/UrInsideMan/status/1790046921442173246)  2024-05-13T15:50Z [---] followers, [--] engagements


"@InvestRoiss This is your best take. The green and chipotle variants kinda slap but still pale in comparison to the amazing sauces out there especially the homemade ones available in various latam countries"  
[X Link](https://x.com/UrInsideMan/status/1790741479154954662)  2024-05-15T13:50Z [---] followers, [--] engagements


"@calvinfroedge they tried to do the same thing under Reagan but it went nowhere. Pure political theater. None of them want to deal w/the heat that invariably follows setting monetary policy. The Fed is a convenient scapegoat"  
[X Link](https://x.com/UrInsideMan/status/1791313888274972731)  2024-05-17T03:44Z [---] followers, [--] engagements


"@StealthQE4 lots of real estate is debt-financed. if cost of that debt goes up -- rent goes up. there's some natural equilibrium but hard to say where it is. Lots of stupid regs in urban areas keep supply depressed too"  
[X Link](https://x.com/UrInsideMan/status/1791513164871327861)  2024-05-17T16:56Z [---] followers, [--] engagements


"@gurgavin $ULTA"  
[X Link](https://x.com/UrInsideMan/status/1791513607500366219)  2024-05-17T16:58Z [---] followers, [---] engagements


"@InvestRoiss Fashion brands at highs are hard. Easier to buy the shitty ones upon some cyclical trend change (all trends are cyclical) or just let this arena go entirely"  
[X Link](https://x.com/UrInsideMan/status/1792637883481727309)  2024-05-20T19:25Z [---] followers, [--] engagements


"@CarBusinessMan Stellantis"  
[X Link](https://x.com/UrInsideMan/status/1795275190722793605)  2024-05-28T02:05Z [---] followers, [---] engagements


"$DRVN likely bottomed around these levels. not a perfect company by any stretch but Take [--] looks legit enough and I'm a sucker for #2 players (a la Rob Wilson)"  
[X Link](https://x.com/UrInsideMan/status/1795949697372233744)  2024-05-29T22:45Z [---] followers, [---] engagements


"So our country's election will come down to a clown show that doesn't understanding basic econ vs. a convicted criminal (who doesn't seem to understand quite a bit). Seems not great"  
[X Link](https://x.com/UrInsideMan/status/1796323590838657494)  2024-05-30T23:31Z [---] followers, [--] engagements


"@ObscurValuation The US obsession w/overly hoppy bitter beer (i.e. IPAs) is mind-boggling. That being said our craft culture helps make up for it"  
[X Link](https://x.com/UrInsideMan/status/1796663718161371512)  2024-05-31T22:03Z [---] followers, [--] engagements


"@JewishMcCaffrey @UnderdogFantasy toughest choice for me as a fellow stan is AJB v. Bijan/Hall when presented. AJB has clear path to top [--] finish at most important position on UD whereas Bijan/Hall could be overall #1 but also play a volatile position w/better depth and JT/Saquon are often there in the 2nd"  
[X Link](https://x.com/UrInsideMan/status/1797336110961512545)  2024-06-02T18:34Z [---] followers, [---] engagements


"@banana_capital_ $CARR should be qualified. They sold the fire & security businesses"  
[X Link](https://x.com/UrInsideMan/status/1798731685099704470)  2024-06-06T15:00Z [---] followers, [--] engagements


"@nope_its_lily @eliant_capital @calvinfroedge @Citrini7 ICE v. EV - inputs/parts (also aligns with South Africa PGM plays) & dealers/OEMs (e.g. long STLA/short TSLA)"  
[X Link](https://x.com/UrInsideMan/status/1804212095459754265)  2024-06-21T17:57Z [---] followers, [---] engagements


"@nope_its_lily Manta - dope af peruvian food and great drinks. Fun neighborhood too"  
[X Link](https://x.com/UrInsideMan/status/1805072089222951138)  2024-06-24T02:54Z [---] followers, [---] engagements


"@lebron_ex $wsc"  
[X Link](https://x.com/UrInsideMan/status/1805074506966581469)  2024-06-24T03:04Z [---] followers, [---] engagements


"@lebron_ex Its merging w/its biggest competitor which is awaiting ftc approval. Notwithstanding that they lease a mission critical item (modular building) for a lot of work on sticky contracts (dampens cyclicality) Feels a lot like a mini $URI. FCF machine for a while"  
[X Link](https://x.com/UrInsideMan/status/1805084829844693004)  2024-06-24T03:45Z [---] followers, [--] engagements


"@AggieCapitalist $wsc too"  
[X Link](https://x.com/UrInsideMan/status/1806174482538643536)  2024-06-27T03:55Z [---] followers, [---] engagements


"@RotoStreetWolf Najee etienne"  
[X Link](https://x.com/UrInsideMan/status/1806768487399833857)  2024-06-28T19:15Z [---] followers, [---] engagements


"Did some digging last night and I can't get there on $CLPT. Competitors are massive (MEDT) and revenue recognition gives mgmt a ton of discretion to play games. If someone knows this co. better I'd love to know why I'm an idiot"  
[X Link](https://x.com/UrInsideMan/status/1811102349122846929)  2024-07-10T18:17Z [---] followers, [----] engagements


"@LoRezTrader Sounds bullish CLPT but there's just scale/authority that comes with being a well-known supplier vs. a smaller player"  
[X Link](https://x.com/UrInsideMan/status/1811106085941694867)  2024-07-10T18:31Z [---] followers, [---] engagements


"@YZR_Fantasy That this appears to be a consensus take leads me to believe he'll smash and everyone will be wrong"  
[X Link](https://x.com/UrInsideMan/status/1811904570185920908)  2024-07-12T23:24Z [---] followers, [---] engagements


"@orrdavid Didn't United try this w/Hilton and Hertz and it proved disastrous"  
[X Link](https://x.com/UrInsideMan/status/1813659319436796365)  2024-07-17T19:37Z [---] followers, [---] engagements


"@Ihartitz Stroud's been falling to a more palatable range lately"  
[X Link](https://x.com/UrInsideMan/status/1813996905929887993)  2024-07-18T17:58Z [---] followers, [---] engagements


"@PythiaR Not sure if this is trolling or not but informational asymmetry. People rely on those distributors to be more knowledgeable about the products (rightly or wrongly). Spotify doesnt have that relationship w/consumers"  
[X Link](https://x.com/UrInsideMan/status/1815750591613935656)  2024-07-23T14:07Z [---] followers, [--] engagements


"@fluke_van @FAmmiranteTFJ Well tbf Davante's woes seemed more tied to the old regime since Josh McDaniels has always been a disastrous head coach (unlike KOC) and I never thought Jimmy G was any good. There's validity to your point though. I tend to embrace uncertainty for fantasy"  
[X Link](https://x.com/UrInsideMan/status/1818668662498214058)  2024-07-31T15:22Z [---] followers, [--] engagements


"Out of $WSC for now (modest loss - roughly 10%) . Just going to rebalance into higher conviction names. Don't love seeing the declining utilization rates + additional merger delays. I may be very wrong. Still interested and will keep watching"  
[X Link](https://x.com/UrInsideMan/status/1819377190686839192)  2024-08-02T14:18Z [---] followers, [---] engagements


"@BestBallEnjoyer only to complete a stack i already had in place and other rooms not grossly deficient. I'm a big believer that stacks matter and a 3rd stack 6th RB 3rd TE 8th WR in a vacuum"  
[X Link](https://x.com/UrInsideMan/status/1819380757128699949)  2024-08-02T14:32Z [---] followers, [--] engagements


"@RotoSurgeon Rashee rices situation will take a while to play out (reminds me of kamara [--] yrs ago)"  
[X Link](https://x.com/UrInsideMan/status/1819502239133979062)  2024-08-02T22:35Z [---] followers, [---] engagements


"@petercnordberg Unfortunately when you operate in a high commoditized field (like law) this is often the main differentiator"  
[X Link](https://x.com/UrInsideMan/status/1821312429243941331)  2024-08-07T22:28Z [---] followers, [--] engagements


"Texans wr bears wr chiefs wr bengals rb dolphins rb steelers rb cowboys rb = $$"  
[X Link](https://x.com/UrInsideMan/status/1825180569551954038)  2024-08-18T14:38Z [---] followers, [--] engagements


"@JakobSanderson I think Maye needs [--] more solid preseason game or a modest appearance in relief of a blowout for the groundswell to force Mayo's hand"  
[X Link](https://x.com/UrInsideMan/status/1825550631584858323)  2024-08-19T15:09Z [---] followers, [--] engagements


"@LogicalThesis Some companies (like the banks) offer better terms to employees for home mortgages. Also working w/lenders grants some better rates"  
[X Link](https://x.com/UrInsideMan/status/1844221477899682123)  2024-10-10T03:40Z [---] followers, [--] engagements


"@irbezek What's ur favorite way to play Mexico CAAP"  
[X Link](https://x.com/UrInsideMan/status/1845981562363314234)  2024-10-15T00:14Z [---] followers, [---] engagements


"@JewishMcCaffrey This is what the 3% Russell Wilson exposure was for"  
[X Link](https://x.com/UrInsideMan/status/1848368745887961096)  2024-10-21T14:20Z [---] followers, [--] engagements


"@PythiaR DPZ borrowed cheap and engaged in buybacks for years. Would think lots of similarly situated firms beyond just tech"  
[X Link](https://x.com/UrInsideMan/status/1849915617740050663)  2024-10-25T20:47Z [---] followers, [---] engagements


"@PythiaR Almost certainly but there's also a good argument for the NVDA/MSFT/META/DPZ group generally being among the best capital allocators out there whereas the high div group usually denotes secularly challenged industries. Div aristocrats are a fun breed"  
[X Link](https://x.com/UrInsideMan/status/1849919820432802218)  2024-10-25T21:03Z [---] followers, [--] engagements


"Buying more $TMDX. Haven't added in a while but doubling down at this level. Will likely tier in since lots of hot money was clearly in this. Wish I sold more in the 150s/170s (trimmed a tiny bit for some expenses) since it seemed priced to perfection at that level but alas"  
[X Link](https://x.com/UrInsideMan/status/1851301154858377518)  2024-10-29T16:32Z [---] followers, [---] engagements


"@hershey14221 @RadnorCapital There are some really good books out there that teach you what to keep a close out for. Schilits Financial Shenanigans is great"  
[X Link](https://x.com/UrInsideMan/status/1853485447768326463)  2024-11-04T17:12Z [---] followers, [---] engagements


"@Apple_Moniker Don't love seeing margin miss their own estimates though but only so much they can do against industry dynamics. Issue is market's not known for patience and we could be waiting a while for that inflection"  
[X Link](https://x.com/UrInsideMan/status/1853593550195249188)  2024-11-05T00:21Z [---] followers, [--] engagements


"In hindsight Anthony Richardson and Lamar Jackson having similar ADPs was one of the more egregious by the FF community. Similar ceilings but one had [--] risk of in-season benching (and was reigning MVP) and the other's was at least 0"  
[X Link](https://x.com/UrInsideMan/status/1854921377360330897)  2024-11-08T16:18Z [---] followers, [--] engagements


"@rasetgrauu Margins continue to compress due to maintenance capex. Xvivo emerges to take mkt share. Tmdx adoption decelerates. Printed organs get there sooner accelerating terminal decline"  
[X Link](https://x.com/UrInsideMan/status/1855350658615906744)  2024-11-09T20:44Z [---] followers, [---] engagements


"@Apple_Moniker equity holders typically get $0 in a bankruptcy reorg. Presumably w/e value there is will go to pay off senior debt-holders. You can follow and buy the equity when it reorgs and re-lists if you're bullish/believe in the story"  
[X Link](https://x.com/UrInsideMan/status/1856499374643413201)  2024-11-13T00:48Z [---] followers, [---] engagements


"@Apple_Moniker Keep an eye on whether they file for Ch. [--] (liquidation) vs. Ch. [--] (reorg)"  
[X Link](https://x.com/UrInsideMan/status/1856505024815235389)  2024-11-13T01:11Z [---] followers, [--] engagements


"@polemicuss Whats the bear case Been watching this a while and im having a hard time coming up with a great one. Theyve routinely sourced deals so reasonable to project theyll keep doing so. Lagoretta isnt old. Patent cliffs have always existed but theyve executed"  
[X Link](https://x.com/UrInsideMan/status/1856727025999823220)  2024-11-13T15:53Z [---] followers, [---] engagements


"@taobanker TMDX"  
[X Link](https://x.com/UrInsideMan/status/1858703573086806245)  2024-11-19T02:47Z [---] followers, [--] engagements


"I think $PAGS is a buy at these levels. Started tiering in. Not sure you should follow. Outside of China and selling a tiny % of TMDX in the 170s haven't really nailed too many these days"  
[X Link](https://x.com/UrInsideMan/status/1859014561753690275)  2024-11-19T23:23Z [---] followers, [---] engagements


"@blondesnmoney Whatre we talking about here"  
[X Link](https://x.com/UrInsideMan/status/1859470669244690623)  2024-11-21T05:35Z [---] followers, [----] engagements


"@PythiaR Honestly strategic bitcoin reserve feels like max stupid no Let's all just pump a scarce asset to infinity Isn't this just every idiotic bubble on repeat"  
[X Link](https://x.com/UrInsideMan/status/1859688624574673137)  2024-11-21T20:01Z [---] followers, [---] engagements


"@taobanker go on"  
[X Link](https://x.com/UrInsideMan/status/1860509300013035815)  2024-11-24T02:22Z [---] followers, [--] engagements


"@taobanker does this qualify for the benefits if you're an NYC resident In other words does owning an ETF holding munis = same things as directly owning munis"  
[X Link](https://x.com/UrInsideMan/status/1860512424631185714)  2024-11-24T02:35Z [---] followers, [--] engagements


"@atelicinvest ok so there is something to this. When people do wildly insane shit it does throw the game off if you're trying to stick to optimal play. In the long run it ends up working out just fine but i've seen some bonkers shit at the poker tables (vegas/AC)"  
[X Link](https://x.com/UrInsideMan/status/1865164177972527357)  2024-12-06T22:39Z [---] followers, [---] engagements


"I'm probably wrong but $GTX gives me real $ALSN vibes. Bases for [--] years and then rips once outlook is less shitty. Still working on it but I may start tiering into this one soon"  
[X Link](https://x.com/UrInsideMan/status/1865263479919083867)  2024-12-07T05:14Z [---] followers, [---] engagements


"@hkuppy Bro youre not in fartcoin Have fun staying poor"  
[X Link](https://x.com/UrInsideMan/status/1865458512454668542)  2024-12-07T18:09Z [---] followers, [---] engagements


"@Wolfdog_Capital @taobanker Trump signed AIM Act into law. There's pretty good evidence to support HFCs as a bad greenhouse gas and it doesn't mess with oil & gas industry so no real reason for admin f w/it. AIM Act + Blue states + enviro friendly data centers/industrials may be enough of a tailwind"  
[X Link](https://x.com/UrInsideMan/status/1866164349473112399)  2024-12-09T16:53Z [---] followers, [---] engagements


"@taobanker Its just bagholder hopium. Issue is industrywide inventory build isnt depleting fast enough and data is a bit opaque so hdsns at mercy of market which mgmt is optimistic will turn eventually"  
[X Link](https://x.com/UrInsideMan/status/1866168405583167542)  2024-12-09T17:09Z [---] followers, [--] engagements


"@taobanker Its a bit unclear. A lot of virgin hfc manufacturers have allowances (some of which arent enforced as well as they should he) and as a whole industry went ham before new phase down went into effect. Im sure china plays some role but thats more of a guess"  
[X Link](https://x.com/UrInsideMan/status/1866170126677979304)  2024-12-09T17:16Z [---] followers, [--] engagements


"@Wwcap2 [--] can also be read as saying were not sure if we can monetize this"  
[X Link](https://x.com/UrInsideMan/status/1867080784861073771)  2024-12-12T05:35Z [---] followers, [---] engagements


"@valuedontlie $sbsw"  
[X Link](https://x.com/UrInsideMan/status/1869598215403946057)  2024-12-19T04:18Z [---] followers, [---] engagements


"Having a longing to get back in $ec and $vale given the hate rn. Theyve been kind to me in past. Downside appears to require a bigger macro call that im too dumb to make"  
[X Link](https://x.com/UrInsideMan/status/1870738351235674243)  2024-12-22T07:49Z [---] followers, [---] engagements


"@atelicinvest Im not so sure. More float to be invested could be a boon even if premiums deflate somewhat. Its not like ALL policies will be written to human-free fleets. Essentially bots will subsidize human drivers but with less payout ratio across board. What am i missing"  
[X Link](https://x.com/UrInsideMan/status/1870884912901038448)  2024-12-22T17:31Z [---] followers, [---] engagements


"@DheerajNam @atelicinvest Ah the self-insurance angle. Thats what i was missing"  
[X Link](https://x.com/UrInsideMan/status/1870901027777753278)  2024-12-22T18:35Z [---] followers, [---] engagements


"@blondesnmoney And for really crazy shit go North Korea style. Shoot up a school Whole family goes to prison. There is that pesky 8th amendment though"  
[X Link](https://x.com/UrInsideMan/status/1870996053958549820)  2024-12-23T00:53Z [---] followers, [---] engagements


"@JustinHerzig We talking about mcconkey and higgins"  
[X Link](https://x.com/UrInsideMan/status/1873160917644611914)  2024-12-29T00:15Z [---] followers, [---] engagements


"Penix is good"  
[X Link](https://x.com/UrInsideMan/status/1873582057378701675)  2024-12-30T04:09Z [---] followers, [--] engagements


"@SMB_Attorney This is certifiably your worst take. Hunter is a charles woodson level talent with elite wr stats. Shedeur couldve played qb at most programs but chose pops"  
[X Link](https://x.com/UrInsideMan/status/1873934639620120627)  2024-12-31T03:30Z [---] followers, [---] engagements


"Those [--] niners penalties negating kittle pts cost me like 20-30k"  
[X Link](https://x.com/UrInsideMan/status/1873948740308132099)  2024-12-31T04:26Z [---] followers, [--] engagements


"@CFBRep Onlyfans"  
[X Link](https://x.com/UrInsideMan/status/1874325057063051321)  2025-01-01T05:21Z [---] followers, [--] engagements


"@blondesnmoney Poverty parade is the perfect way to capture this sentiment. Im stealing this forever"  
[X Link](https://x.com/UrInsideMan/status/1875976706030506377)  2025-01-05T18:44Z [---] followers, [---] engagements


"@taobanker Ehh. So bananas are a funny fruit especially the exported ones. They're all genetic copies of one another and when disease hits it can kill that variant worldwide. Am randomly reading a book about Sam Zemurray (one of the OG banana men)"  
[X Link](https://x.com/UrInsideMan/status/1876422385949360620)  2025-01-07T00:15Z [---] followers, [--] engagements


"@taobanker That's the dumbest thing I've ever heard. Far more money in shitcos and garbage. Join me in the dumpster. There's plenty of room"  
[X Link](https://x.com/UrInsideMan/status/1876733228792345038)  2025-01-07T20:50Z [---] followers, [--] engagements


"@ericwhiteback Id take the card. The longevity of guys with wembys build (and in general) isnt guaranteed. For every giannis theres a porzingis who battled injuries whole career"  
[X Link](https://x.com/UrInsideMan/status/1877385650187485677)  2025-01-09T16:03Z [---] followers, [----] engagements


"@blondesnmoney Reason #1 to never go ev"  
[X Link](https://x.com/UrInsideMan/status/1877460936820215964)  2025-01-09T21:02Z [---] followers, [--] engagements


"@MadsCapital Jonah was short and put out the report"  
[X Link](https://x.com/UrInsideMan/status/1877743489745555488)  2025-01-10T15:45Z [---] followers, [---] engagements


"@blondesnmoney And they make Steel Reserve which I used to drink when I was a college alcoholic"  
[X Link](https://x.com/UrInsideMan/status/1877797825355911211)  2025-01-10T19:21Z [---] followers, [---] engagements


"@FAmmiranteTFJ Baseball allows it. Blame the mlb"  
[X Link](https://x.com/UrInsideMan/status/1879398921623278065)  2025-01-15T05:23Z [---] followers, [---] engagements


"@LogicalThesis Asymmetric bet. Shouldve left conservatorship a while ago b/c govt paid back. If its ever going to exit this is the perfect admin for it to happen and would net govt a pretty penny at IPO. Hard to say what its worth but def current mkt cap. 6-7x upside seems reasonable"  
[X Link](https://x.com/UrInsideMan/status/1880046317747204425)  2025-01-17T00:15Z [---] followers, [---] engagements


"@unusual_whales RE folks will get these at cheaper prices due to depressed cre market and re-let back to government. Its another grift"  
[X Link](https://x.com/UrInsideMan/status/1882103417038102837)  2025-01-22T16:29Z [---] followers, [--] engagements


"@KoyfinCharts Ralston Purina buying the St. Louis Blues"  
[X Link](https://x.com/UrInsideMan/status/1882900885736657289)  2025-01-24T21:18Z [---] followers, [---] engagements


"this looks like a good spot to short $RGTI. possibly $CVNA too"  
[X Link](https://x.com/UrInsideMan/status/1882902345509704141)  2025-01-24T21:24Z [---] followers, [---] engagements


"@friedoystercult and like low-hanging white collar work (copy basic legal documents easy math research questions)"  
[X Link](https://x.com/UrInsideMan/status/1882921493023388046)  2025-01-24T22:40Z [---] followers, [---] engagements


"@unusual_whales They rescinded the omb memo not the executive order per press secretary"  
[X Link](https://x.com/UrInsideMan/status/1884699754975641670)  2025-01-29T20:26Z [---] followers, [--] engagements


"Sold out of GTX this AM. Don't want to be exposed to autos if we go tariff crazy. Allocated more to EC and PM"  
[X Link](https://x.com/UrInsideMan/status/1885378608085995841)  2025-01-31T17:24Z [---] followers, [--] engagements


"@taobanker Is it Autodesk"  
[X Link](https://x.com/UrInsideMan/status/1885418150746796083)  2025-01-31T20:01Z [---] followers, [--] engagements


"@orrdavid @SowingAlphaSeed @QuietProsperity @svrnco @corporalCocoPuf Non-hater == fan. I respect ur hustle and contribution to this marketplace of ideas. You could totally be full of shit (its online after all) though you did launch an etf so that cuts against it somewhat. I can do any dates in april that work for you"  
[X Link](https://x.com/UrInsideMan/status/1887549707251064904)  2025-02-06T17:11Z [---] followers, [---] engagements


"@teechongyen $Ulta$mpc"  
[X Link](https://x.com/UrInsideMan/status/1888328278622032153)  2025-02-08T20:45Z [---] followers, [--] engagements


"@capitalatrisk23 In a way yes"  
[X Link](https://x.com/UrInsideMan/status/1889723111450243112)  2025-02-12T17:07Z [---] followers, [--] engagements


"@atelicinvest Also it really helps us part-time investors w/answering questions in financial statements etc. I've found that to be incredibly useful and generally links you to the correct answer. i've also noticed some more recent integration with SEC filings/IR pages which is huge"  
[X Link](https://x.com/UrInsideMan/status/1891879384392269960)  2025-02-18T15:56Z [---] followers, [---] engagements


"@taobanker @toiletkingcap $vlgea"  
[X Link](https://x.com/UrInsideMan/status/1895323466804666753)  2025-02-28T04:01Z [---] followers, [--] engagements


"@GuruFantasyWrld Isn't he just adonai mitchell 2.0"  
[X Link](https://x.com/UrInsideMan/status/1896611257761091737)  2025-03-03T17:18Z [---] followers, [---] engagements


"@taobanker Super favorable pricing dynamics (can expand production at less incremental costs given scale) rolled up regional operations and generally favorable tailwind in form of expanding TAM & mkt share gains"  
[X Link](https://x.com/UrInsideMan/status/1898370879140069835)  2025-03-08T13:51Z [---] followers, [---] engagements


"@Sleepysolcap $ec"  
[X Link](https://x.com/UrInsideMan/status/1901485135528071518)  2025-03-17T04:05Z [---] followers, [---] engagements


"Been buying $CLBT. Not like most software at all. Entrenched in all the right places basically monopoly AI helps mission critical in entire legal landscape (law enforcement all form of e-discovery etc.) and don't see reliance on devices ever decreasing so $$ should compound"  
[X Link](https://x.com/UrInsideMan/status/1902025881381454325)  2025-03-18T15:54Z [---] followers, [---] engagements


"And yet a single district court in Texas has enjoined tons of popular policy decisions most recently enjoining the FTC's rescission of non-competes Leavitt: If we live in a country where the will of the American people is subverted by a single judge in a single court we no longer live in a democracy https://t.co/bWyycFV8U1 Leavitt: If we live in a country where the will of the American people is subverted by a single judge in a single court we no longer live in a democracy https://t.co/bWyycFV8U1"  
[X Link](https://x.com/UrInsideMan/status/1902049175845343581)  2025-03-18T17:27Z [---] followers, [--] engagements


"Why doesnt $BTI work here Almost 9% fcf yield new categories business growing well (pouches growing 50%) canada/russia issue dealt with and you get paid 7+% to wait. Seems like a very reasonable investment even at 23x ttm earnings. Considering shifting pm gains or deploying $"  
[X Link](https://x.com/UrInsideMan/status/1903449706161643881)  2025-03-22T14:12Z [---] followers, [----] engagements


"@zoomyzoomm Ehhh. I dont think pm is a short. Think theyre both gonna eat in US"  
[X Link](https://x.com/UrInsideMan/status/1903802999253664013)  2025-03-23T13:36Z [---] followers, [--] engagements


"I did end up getting some $BTI today. Probably a top signal given how much traction post got but hard to walk away from what I see as a reasonably compelling thesis"  
[X Link](https://x.com/UrInsideMan/status/1904273705804476858)  2025-03-24T20:46Z [---] followers, [---] engagements


"@StockMarketNerd $CLBT"  
[X Link](https://x.com/UrInsideMan/status/1904535983162294640)  2025-03-25T14:08Z [---] followers, [---] engagements


"@zoomyzoomm Yes. Because you may want children and thats just not enough $$ to support a family (unless you go somewhere crazy cheap i guess)"  
[X Link](https://x.com/UrInsideMan/status/1906570192215220466)  2025-03-31T04:52Z [---] followers, [--] engagements


"@zoomyzoomm We're also only [--] months in. Market's going to have a tough time finding cause for optimism looking forward"  
[X Link](https://x.com/UrInsideMan/status/1907609765917741515)  2025-04-03T01:43Z [---] followers, [--] engagements


"bought more $CLBT today and I will continue buying more CLBT"  
[X Link](https://x.com/UrInsideMan/status/1907806135735681438)  2025-04-03T14:43Z [---] followers, [--] engagements


"@PythiaR Neither does $CLBT"  
[X Link](https://x.com/UrInsideMan/status/1907817537875607889)  2025-04-03T15:28Z [---] followers, [---] engagements


"Current real estate sellers are legit delusional"  
[X Link](https://x.com/UrInsideMan/status/1908036042994655323)  2025-04-04T05:56Z [---] followers, [--] engagements


"added to BTI and CLBT. Sold last bit of PM (seems a bit rich at this level and BTI/Velo appears to be coming for the Zyn crown) and last bit of FNMA (not sure how I feel about this team actually ending conservatorship)"  
[X Link](https://x.com/UrInsideMan/status/1909279300269871523)  2025-04-07T16:17Z [---] followers, [--] engagements


"@LogicalThesis Take a look at $clbt. Unlikely to be effected in any material way. I could even see it being somewhat counter cyclical (though it hasnt been around long enough for that hypothesis to get tested)"  
[X Link](https://x.com/UrInsideMan/status/1909389670980473055)  2025-04-07T23:35Z [---] followers, [--] engagements


"@CalebFranzen Despite the data clearly showing deflation now"  
[X Link](https://x.com/UrInsideMan/status/1910716006407807237)  2025-04-11T15:26Z [---] followers, [--] engagements


"@PreppingRemarks HDSN. A lot of their competitors are over-levered PE roll-ups and their balance sheet is pristine with room to engage in opportunistic M&A"  
[X Link](https://x.com/UrInsideMan/status/1910853245964034235)  2025-04-12T00:31Z [---] followers, [---] engagements


"@orrdavid The issue is the non-static nature of their holdings no If we're betting against a shitty team and word gets out couldn't they blow you out It's not like a swap on an MBS or CLO or other item where the swap is mismatched risk but the underlying vehicle is static once issued"  
[X Link](https://x.com/UrInsideMan/status/1912181441225461850)  2025-04-15T16:29Z [---] followers, [---] engagements


"@orrdavid Still seems too hard to price given dynamicism of holdings year to year. Maybe this is more of a kalshi-esque bet e.g. will fund x do better than last year"  
[X Link](https://x.com/UrInsideMan/status/1912338417603522666)  2025-04-16T02:53Z [---] followers, [--] engagements


"@atelicinvest @CapitalShipyard Hes also in a lot of low beta stuff with above avg div yields solid fcf generation (et wes ec caap mplx gprk). I have a couple of these names and have been thinking of just buying the etf"  
[X Link](https://x.com/UrInsideMan/status/1915232880583680126)  2025-04-24T02:34Z [---] followers, [--] engagements


"What doesn't get discussed enough is how mkt factors respond to government assistance. Guaranteed student loans - tuition skyrockets shitty institutions & worthless degrees proliferate. Rental vouchers - landlords have guaranteed floor (why lower rents)"  
[X Link](https://x.com/UrInsideMan/status/1915428559327215823)  2025-04-24T15:32Z [---] followers, [--] engagements


"@orrdavid You read Humble Investor yet He does a pretty scathing takedown of PE in it which seems pretty spot on"  
[X Link](https://x.com/UrInsideMan/status/1915574069149536461)  2025-04-25T01:10Z [---] followers, [--] engagements


"@junkbondinvest So is private credit just BDCs by another name w/o mark to market requirements"  
[X Link](https://x.com/UrInsideMan/status/1918361876716458022)  2025-05-02T17:48Z [---] followers, [---] engagements


"added $WAY and $GIS to the port. Added to existing IGIC position"  
[X Link](https://x.com/UrInsideMan/status/1919759225053425840)  2025-05-06T14:20Z [---] followers, [--] engagements


"@Sleepysolcap Can't ignore Youtube Waymo Cloud though. Not a bull myself but there's definitely more to it than there was to Intel"  
[X Link](https://x.com/UrInsideMan/status/1920135010520117299)  2025-05-07T15:13Z [---] followers, [----] engagements


"@DheerajNam $TALKW"  
[X Link](https://x.com/UrInsideMan/status/1920163133223489834)  2025-05-07T17:05Z [---] followers, [---] engagements


"Added more $clbt today. I heard nothing LT troubling. The ceo search is weird not a red flag but i wonder if interim guy wants the gig a la cheney or board is being picky"  
[X Link](https://x.com/UrInsideMan/status/1922883649717866604)  2025-05-15T05:16Z [---] followers, [---] engagements


"@stonkmetal This is definitely $CLBT. Just based on the #s"  
[X Link](https://x.com/UrInsideMan/status/1923066213682356545)  2025-05-15T17:21Z [---] followers, [---] engagements


"Were probably overdrafting the niners #4-5 receiving option (pearsall)"  
[X Link](https://x.com/UrInsideMan/status/1924333480835481938)  2025-05-19T05:17Z [---] followers, [--] engagements


"@sv_techie False claims act has 3x fines so can get hefty but unh is such a behemoth that it likely doesnt matter. Think 1-10B is in play. Now how it affect rev rate going forward is a legitimate question if theyve been goosing #s"  
[X Link](https://x.com/UrInsideMan/status/1924494716369813790)  2025-05-19T15:57Z [---] followers, [--] engagements


"@blondesnmoney I struggle to think of a time in history (except post ww2 baby boom) where this wasnt the case"  
[X Link](https://x.com/UrInsideMan/status/1925185761109799382)  2025-05-21T13:43Z [---] followers, [----] engagements


"@chamath Your point would make more sense if the Government wasn't simultaneously pushing for MORE deficit spending AND tax cuts. Also idk maybe if DOGE looked at the DOD and not nuclear safety mine safety and air traffic for cuts where people die if mistakes are made we'd be OK w/it"  
[X Link](https://x.com/UrInsideMan/status/1925303750098370979)  2025-05-21T21:32Z [---] followers, [---] engagements


"@taobanker While we're at it Waymo = 3x Uber since lower labor costs Gemini could leapfrog other AI LLMs since Google could just buy w/e it isn't able to do in-house and has much better data moat"  
[X Link](https://x.com/UrInsideMan/status/1930275380553830652)  2025-06-04T14:48Z [---] followers, [---] engagements


"@taobanker I'm only like 25% talking my book. Folks seem too keen to call AI LLMs Google's Kodak/IBM moment"  
[X Link](https://x.com/UrInsideMan/status/1930277301566001650)  2025-06-04T14:55Z [---] followers, [--] engagements


"@capitalatrisk23 Precisely. For-profit entities will use any prevailing narrative to maximize profits. Inflation Price increases. Supply chain issues Price increases. AI "efficiencies" Cut headcount. If markets weren't so ST-oriented it wouldn't be as bad. They're incentivized to do this"  
[X Link](https://x.com/UrInsideMan/status/1930640270669779202)  2025-06-05T14:58Z [---] followers, [--] engagements


"@zachweinberg Or just let higher interest wring out the excess from the housing market"  
[X Link](https://x.com/UrInsideMan/status/1938984908480733541)  2025-06-28T15:36Z [---] followers, [--] engagements

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