[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @partners_road RiverRoadPartners No critical information is available about RiverRoadPartners. The provided tweets discuss various companies and market trends, but none mention RiverRoadPartners specifically. As a result, it is not possible to summarize the most important current events related to RiverRoadPartners based on the given information. ### Engagements: XXXXX [#](/creator/twitter::1357867720407154689/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XXXX% - X Months XXXXXXXXX +135% - X Year XXXXXXXXX +355% ### Mentions: XX [#](/creator/twitter::1357867720407154689/posts_active)  - X Week XX +22% - X Month XXX +11% - X Months XXX +70% - X Year XXX +72% ### Followers: XXXXXX [#](/creator/twitter::1357867720407154689/followers)  - X Week XXXXXX -XXXX% - X Month XXXXXX +4% - X Months XXXXXX +66% - X Year XXXXXX +147% ### CreatorRank: XXXXXXX [#](/creator/twitter::1357867720407154689/influencer_rank)  ### Social Influence [#](/creator/twitter::1357867720407154689/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [fashion brands](/list/fashion-brands) [luxury brands](/list/luxury-brands) [technology brands](/list/technology-brands) [countries](/list/countries) [travel destinations](/list/travel-destinations) **Social topic influence** [$pm](/topic/$pm) #34, [$cvna](/topic/$cvna) #112, [$kmx](/topic/$kmx) #20, [morgan stanley](/topic/morgan-stanley), [$wmt](/topic/$wmt), [accounting](/topic/accounting) #86, [$bx](/topic/$bx) #52, [$csx](/topic/$csx), [$jbht](/topic/$jbht), [stocks](/topic/stocks) **Top accounts mentioned or mentioned by** [@consensusgurus](/creator/undefined) [@yankeegehrig4](/creator/undefined) [@marcslans](/creator/undefined) [@silbergleitjr](/creator/undefined) [@teabagcapital](/creator/undefined) [@valuestockgeek](/creator/undefined) [@devinlasarre](/creator/undefined) [@bubblebeta](/creator/undefined) [@lokoyacap](/creator/undefined) [@fiercebeast](/creator/undefined) [@tobaccoveggie](/creator/undefined) [@seawolfcap](/creator/undefined) [@revcap](/creator/undefined) [@elonmusk](/creator/undefined) [@citrini7](/creator/undefined) [@borrowedideas](/creator/undefined) [@billackman](/creator/undefined) [@jaredkubin](/creator/undefined) [@johnhempton](/creator/undefined) [@rebrandasy](/creator/undefined) **Top assets mentioned** [Philip Morris International Inc. (PM)](/topic/$pm) [Carvana Co. (CVNA)](/topic/$cvna) [CarMax, Inc (KMX)](/topic/$kmx) [Morgan Stanley (MS)](/topic/morgan-stanley) [Walmart, Inc. (WMT)](/topic/$wmt) [Blackstone, Inc. (BX)](/topic/$bx) [CSX Corporation (CSX)](/topic/$csx) [J B Hunt Transport Services Inc (JBHT)](/topic/$jbht) [Merit Circle (MC)](/topic/$mc) [Nike Inc (NKE)](/topic/$nke) [On Holding AG (ONON)](/topic/$onon) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [GM (GM)](/topic/$gm) [Progressive Corp (PGR)](/topic/$pgr) [PepsiCo, Inc. (PEP)](/topic/$pep) [Micron Technology, Inc. (MU)](/topic/$mu) ### Top Social Posts [#](/creator/twitter::1357867720407154689/posts) --- Top posts by engagements in the last XX hours "Nice to see trucking names up strongly today thanks to a superb earnings print by $JBHT which was +22% on the day. $CSX with solid numbers as well after the close tonight" [X Link](https://x.com/partners_road/status/1978937596232315065) [@partners_road](/creator/x/partners_road) 2025-10-16T21:34Z 15.1K followers, 5723 engagements "@BlueDuckCap The lack of any visible screen with a financial model or heavily annotated 10-Ks in organized piles calls into question the longevity of said fund" [X Link](https://x.com/partners_road/status/1978272038398632173) [@partners_road](/creator/x/partners_road) 2025-10-15T01:29Z 15.1K followers, 12.5K engagements "Last week the systematic trend-following community saw positioning in the US drop to the 75th percentile the lowest since July (per JP Morgans essential Tactical Positioning Monitor). This is a positive deleveraging event for the market partially de-risking sell-off magnitude" [X Link](https://x.com/partners_road/status/1979959744748994960) [@partners_road](/creator/x/partners_road) 2025-10-19T17:16Z 15.1K followers, 2934 engagements "$PM struggling to convince the Street that Zyns volume growth is real and not the result of literally giving cans away during the month of September. Once you start giving a product away you condition your consumer to expect promos; very hard to get that genie back in bottle" [X Link](https://x.com/partners_road/status/1980633131167420511) [@partners_road](/creator/x/partners_road) 2025-10-21T13:51Z 15.1K followers, 15.2K engagements "Price wars are bad for earnings and stock prices. $PM" [X Link](https://x.com/partners_road/status/1980667285523329472) [@partners_road](/creator/x/partners_road) 2025-10-21T16:07Z 15.1K followers, 9370 engagements "@alpha_q_capital That isnt why they gave it away. Those sound like offensive marketing campaigns to introduce a consumer to a product. $PM is doing defensive promotions because Velo is crushing them" [X Link](https://x.com/partners_road/status/1981044905431445878) [@partners_road](/creator/x/partners_road) 2025-10-22T17:08Z 15.1K followers, XXX engagements "Great slide deck from Morgan Stanley on Patek Philippe. Was not aware that a single family has had sole ownership of the company since the 1930s" [X Link](https://x.com/partners_road/status/1973818030099738945) [@partners_road](/creator/x/partners_road) 2025-10-02T18:31Z 15.1K followers, 62.1K engagements "Looking through notes from a recent dinner with a long-time very successful hedge fund manager; X stand out: * Know why an opportunity exists * Extend your investing time horizon when everyone else is compressing theirs & * Ask the knowable questions & not the unknowable ones" [X Link](https://x.com/partners_road/status/1977489546397790268) [@partners_road](/creator/x/partners_road) 2025-10-12T21:40Z 15.1K followers, 36.4K engagements "LVMH $MC FP adding 36.5B euros to their market cap on the move today in Europe following the release of Q3 figures. $WMT added $40.6B to their market cap yesterday when they announced their partnership with OpenAI. Single day moves = to the total market caps of large corps" [X Link](https://x.com/partners_road/status/1978391549810524383) [@partners_road](/creator/x/partners_road) 2025-10-15T09:24Z 15.1K followers, 6319 engagements "Multiple channel checks with specialty run store chain owners and uniformly positive on what $NKE is doing w/ product marketing and particularly with store service. Some worrisome commentary around $ONON which started a few months ago and has continued per these checks" [X Link](https://x.com/partners_road/status/1978854212931887536) [@partners_road](/creator/x/partners_road) 2025-10-16T16:03Z 15.1K followers, 4611 engagements "Liquidity tightness looks temporary to me due to a) tax days for corporates on 10/15 b) RRP drain c) TGA rebuilt d) heavy bill supply & e) money mkt funds extending their WAM into the Fed easing cycle. Tight liquidity + bank credit concerns aided the vol spike we saw today" [X Link](https://x.com/partners_road/status/1979002168142119147) [@partners_road](/creator/x/partners_road) 2025-10-17T01:50Z 15.1K followers, 9978 engagements "Bessents mandate entailed getting X things down: oil prices (lower CPI) 10-yr yields (lower mortgage rates) & the budget deficit (less crowding out of private sector borrowing). To the 1st a good headline: Saudi Arabia discussing a defence deal w/ the Trump administration" [X Link](https://x.com/partners_road/status/1979132677702738060) [@partners_road](/creator/x/partners_road) 2025-10-17T10:29Z 15.1K followers, 2434 engagements "To anyone who thinks the consumer is dead a X block walk down Prince St will quickly change your mind" [X Link](https://x.com/partners_road/status/1979597623989526709) [@partners_road](/creator/x/partners_road) 2025-10-18T17:17Z 15.1K followers, 16.3K engagements "US households have $61T in equities. A XX% move in these holdings is roughly 0.6%-1.0% to US GDP so the direction of the markets is a more material factor to the economy (up and down) than weve seen" [X Link](https://x.com/partners_road/status/1980207074622816426) [@partners_road](/creator/x/partners_road) 2025-10-20T09:38Z 15.1K followers, 5147 engagements "$UPST - ABS securitization data shows real deterioration in July & Aug of XX from older vintages (ie similar to what we see in auto lending as well: ex. $KMX). From 10/22-5/25 30+ day delinquencies ran 6%-8%. July was XXXX% and Aug. was 11.2%. These are v rapid increases" [X Link](https://x.com/partners_road/status/1972456601895547238) [@partners_road](/creator/x/partners_road) 2025-09-29T00:21Z 15.1K followers, 11.3K engagements "@ConsensusGurus @YankeeGehrig4 @SilbergleitJr I dont write upgrades. And you mention ABS issues as if $CVNA has to have them b/c other shitty lenders have them. But in spite of yrs of speculation they havent had them while darlings like $KMX have. So go on speculating about all the problems they supposedly have" [X Link](https://x.com/partners_road/status/1973587427584516467) [@partners_road](/creator/x/partners_road) 2025-10-02T03:14Z 15.1K followers, XXX engagements "@ConsensusGurus @YankeeGehrig4 @SilbergleitJr I look at the data thanks. As demonstrated here in multiple posts my look at the data led me to be short $KMX which is down XXXX% YTD. I have not. Earn short $CVNA which is up XXXX% YTD. So Im good but appreciate your concern" [X Link](https://x.com/partners_road/status/1973742083434500103) [@partners_road](/creator/x/partners_road) 2025-10-02T13:29Z 15.1K followers, XXX engagements "Fraud not ltd to First Brands/Tricolor; After the close on 10/9 Air Water (4088 JP) announced an internal investigation had uncovered further indications of inappropriate accounting practices related to inventory (deferral of loss recognition). Accounting skills reqd today" [X Link](https://x.com/partners_road/status/1976234185779184012) [@partners_road](/creator/x/partners_road) 2025-10-09T10:32Z 15.1K followers, 6185 engagements "Within 3-4 years we will be talking about excess supplies of rare earth minerals and overcapacity of minerals processing. Chinas leverage on this issue is finite" [X Link](https://x.com/partners_road/status/1977559120220983656) [@partners_road](/creator/x/partners_road) 2025-10-13T02:16Z 15.1K followers, 55.1K engagements "Everyone thinks VIX is telling the story and equities are wrong. Its the opposite - equities are telling the story and VIX is wrong" [X Link](https://x.com/partners_road/status/1979513633974706477) [@partners_road](/creator/x/partners_road) 2025-10-18T11:43Z 15.1K followers, 12.8K engagements "@ConsensusGurus Probably as accurate a call as yours has been on $CVNA" [X Link](https://x.com/partners_road/status/1979623837433208984) [@partners_road](/creator/x/partners_road) 2025-10-18T19:01Z 15.1K followers, 2078 engagements "In the mid-90s the US Cmmte on Foreign Invest in the US under the Clinton Admin approved the sale by $GM of Magnequench - an Indiana-based co that made rare earth magnets used in HDDs consumer electronics & jet guidance systems - to Chinese owners w/ close ties to Beijing" [X Link](https://x.com/partners_road/status/1979906756441424041) [@partners_road](/creator/x/partners_road) 2025-10-19T13:45Z 15.1K followers, 2896 engagements "@intelarb The product may be but the brand isnt addictive. That is what $PM is finding out" [X Link](https://x.com/partners_road/status/1980666018977734812) [@partners_road](/creator/x/partners_road) 2025-10-21T16:02Z 15.1K followers, XXX engagements "@CedarStResearch @ActAccordingly Agreed. Forcing investors to dig for footnotes in a completely separate release with minimal context around the FL change is counterproductive & completely unnecessary. $PGR is a great business and now cheap; mistakes like this are easily fixable either by mgmt or via activism" [X Link](https://x.com/partners_road/status/1978521826872504803) [@partners_road](/creator/x/partners_road) 2025-10-15T18:02Z 15.1K followers, XXX engagements "@pinstripe_cap @skarpaccio Thats not why they gave them away. Theyre getting killed by Velo from BAT. We get consumer trade data every X weeks and Velo has taken significant share so $PM was forced to respond with their Zyn promotion which hurt Q3 and will hurt them in Q4" [X Link](https://x.com/partners_road/status/1980696585458634789) [@partners_road](/creator/x/partners_road) 2025-10-21T18:04Z 15.1K followers, XXX engagements "At the FT Private Capital Summit Rowan & $BX Pres. Jon Gray pointed the finger at banks for their exposure to 1st Brands & Tricolor but said the collapses were not signs of a systemic issue. Gray: Both were bank-led processesrejecting XXX% the canary in coal mine idea" [X Link](https://x.com/partners_road/status/1978394798856745122) [@partners_road](/creator/x/partners_road) 2025-10-15T09:37Z 15.1K followers, 9045 engagements "@ConsensusGurus Thats likely why they will be wrong" [X Link](https://x.com/partners_road/status/1981360170350371079) [@partners_road](/creator/x/partners_road) 2025-10-23T14:00Z 15.1K followers, XXX engagements "Bankers assume they companies want to go public and I dont think theres the same desire there used to be. For the largest most advantaged companies right now I cant think of much of a reason to go public. Lux Capitals Peter Hebert" [X Link](https://x.com/partners_road/status/1972315202327851168) [@partners_road](/creator/x/partners_road) 2025-09-28T14:59Z 15.1K followers, 2937 engagements "Of the 2000 consumers surveyed by Morgan Stanley $CVNA dominates $KMX across multiple tests: X. In pricing $CVNA leads KMX by XX ppts X. In ease of website/app navigation $CVNA leads by X ppts and X. In trusted brand/customer experience $CVNA leads by X ppts" [X Link](https://x.com/partners_road/status/1975143684946694281) [@partners_road](/creator/x/partners_road) 2025-10-06T10:18Z 15.1K followers, 3102 engagements "@BubbleBeta @ConsensusGurus No. Im telling you that the data says that $CVNA will crush the numbers again this quarter and if the market is ignoring that it does so at its own risk. Not too hard to figure out" [X Link](https://x.com/partners_road/status/1981465085055844521) [@partners_road](/creator/x/partners_road) 2025-10-23T20:57Z 15.1K followers, XXX engagements "2 CEO red flags in FT article today on $PEP: 1) Over the course of his tenure he became overly focused on quarterly earnings according to several former executives. 2) He has rankled some of his senior colleagues in particular by involving his wife Maria in corporate affairs" [X Link](https://x.com/partners_road/status/1978397605097771166) [@partners_road](/creator/x/partners_road) 2025-10-15T09:48Z 15.1K followers, 10.4K engagements "Investors are underestimating AIs potential to make entire industries obsolete $BX Pres Jon Gray said adding the impact of AI was now top of our list when evaluating M&A. Weve told our credit & equity teams: address AI on the 1st pages of your investment memos. Of course" [X Link](https://x.com/partners_road/status/1979569305177194762) [@partners_road](/creator/x/partners_road) 2025-10-18T15:24Z 15.1K followers, 6013 engagements "There is an Asia-based technical analyst I like: doesnt make a lot of calls but when he does I pay attention. Hes now cautious on SK Hynix (+183% YTD). If hes right that Hynix pulls back wed likely see similar in (long-time fav) Micron $MU (+141% YTD) as memory moves in sync" [X Link](https://x.com/partners_road/status/1980212213425353005) [@partners_road](/creator/x/partners_road) 2025-10-20T09:59Z 15.1K followers, 4071 engagements "There is no better way to understand the current & future path of commerce (including totality) particularly that driven by AI than to spend X hours with $WMT management. They are not only miles ahead of every other retailer but are pushing OpenAIs own capabilities/skills" [X Link](https://x.com/partners_road/status/1980789903689703498) [@partners_road](/creator/x/partners_road) 2025-10-22T00:14Z 15.1K followers, 7584 engagements "With crude oil Evercore is forecasting what will be a record 1H XX surplus not witnessed since the depths of the COVID demand crater. Crude has entered a period of supply-driven surplus not seen since the mid-1980s and late-1999. For the consumer lower gas is a big tax cut" [X Link](https://x.com/partners_road/status/1981168611768025549) [@partners_road](/creator/x/partners_road) 2025-10-23T01:19Z 15.1K followers, 1869 engagements "@TeaBagCapital @ConsensusGurus @HitDaWallAgain @BubbleBeta Thank you. Anyone talking about cooking cash flows (whatever that means) has no idea what theyre talking about. You can use accounting tricks to manipulate earnings but cash is cash and an astute reader of a CF statement & related footnotes will spot any discrepancy" [X Link](https://x.com/partners_road/status/1981531921583886415) [@partners_road](/creator/x/partners_road) 2025-10-24T01:23Z 15.1K followers, 3104 engagements "@ConsensusGurus @TeaBagCapital @HitDaWallAgain @BubbleBeta I was short Wirecard you total asshat" [X Link](https://x.com/partners_road/status/1981535781253505434) [@partners_road](/creator/x/partners_road) 2025-10-24T01:38Z 15.1K followers, XXX engagements "@BubbleBeta @ConsensusGurus @TeaBagCapital @HitDaWallAgain Ok not every hedge fund was short Wirecard. Not even close. I first shorted Wirecard after the Zatarra report was released but I couldnt confirm it so I covered. I re-shorted X year before the collapse & kept that short position through the halt & to the ultimate collapse" [X Link](https://x.com/partners_road/status/1981537503111733697) [@partners_road](/creator/x/partners_road) 2025-10-24T01:45Z 15.1K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@partners_road RiverRoadPartners
No critical information is available about RiverRoadPartners. The provided tweets discuss various companies and market trends, but none mention RiverRoadPartners specifically. As a result, it is not possible to summarize the most important current events related to RiverRoadPartners based on the given information.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXXXX +135%
- X Year XXXXXXXXX +355%
Mentions: XX #
- X Week XX +22%
- X Month XXX +11%
- X Months XXX +70%
- X Year XXX +72%
Followers: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXX +4%
- X Months XXXXXX +66%
- X Year XXXXXX +147%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance fashion brands luxury brands technology brands countries travel destinations
Social topic influence $pm #34, $cvna #112, $kmx #20, morgan stanley, $wmt, accounting #86, $bx #52, $csx, $jbht, stocks
Top accounts mentioned or mentioned by @consensusgurus @yankeegehrig4 @marcslans @silbergleitjr @teabagcapital @valuestockgeek @devinlasarre @bubblebeta @lokoyacap @fiercebeast @tobaccoveggie @seawolfcap @revcap @elonmusk @citrini7 @borrowedideas @billackman @jaredkubin @johnhempton @rebrandasy
Top assets mentioned Philip Morris International Inc. (PM) Carvana Co. (CVNA) CarMax, Inc (KMX) Morgan Stanley (MS) Walmart, Inc. (WMT) Blackstone, Inc. (BX) CSX Corporation (CSX) J B Hunt Transport Services Inc (JBHT) Merit Circle (MC) Nike Inc (NKE) On Holding AG (ONON) Upstart Holdings, Inc. Common stock (UPST) GM (GM) Progressive Corp (PGR) PepsiCo, Inc. (PEP) Micron Technology, Inc. (MU)
Top Social Posts #
Top posts by engagements in the last XX hours
"Nice to see trucking names up strongly today thanks to a superb earnings print by $JBHT which was +22% on the day. $CSX with solid numbers as well after the close tonight"
X Link @partners_road 2025-10-16T21:34Z 15.1K followers, 5723 engagements
"@BlueDuckCap The lack of any visible screen with a financial model or heavily annotated 10-Ks in organized piles calls into question the longevity of said fund"
X Link @partners_road 2025-10-15T01:29Z 15.1K followers, 12.5K engagements
"Last week the systematic trend-following community saw positioning in the US drop to the 75th percentile the lowest since July (per JP Morgans essential Tactical Positioning Monitor). This is a positive deleveraging event for the market partially de-risking sell-off magnitude"
X Link @partners_road 2025-10-19T17:16Z 15.1K followers, 2934 engagements
"$PM struggling to convince the Street that Zyns volume growth is real and not the result of literally giving cans away during the month of September. Once you start giving a product away you condition your consumer to expect promos; very hard to get that genie back in bottle"
X Link @partners_road 2025-10-21T13:51Z 15.1K followers, 15.2K engagements
"Price wars are bad for earnings and stock prices. $PM"
X Link @partners_road 2025-10-21T16:07Z 15.1K followers, 9370 engagements
"@alpha_q_capital That isnt why they gave it away. Those sound like offensive marketing campaigns to introduce a consumer to a product. $PM is doing defensive promotions because Velo is crushing them"
X Link @partners_road 2025-10-22T17:08Z 15.1K followers, XXX engagements
"Great slide deck from Morgan Stanley on Patek Philippe. Was not aware that a single family has had sole ownership of the company since the 1930s"
X Link @partners_road 2025-10-02T18:31Z 15.1K followers, 62.1K engagements
"Looking through notes from a recent dinner with a long-time very successful hedge fund manager; X stand out: * Know why an opportunity exists * Extend your investing time horizon when everyone else is compressing theirs & * Ask the knowable questions & not the unknowable ones"
X Link @partners_road 2025-10-12T21:40Z 15.1K followers, 36.4K engagements
"LVMH $MC FP adding 36.5B euros to their market cap on the move today in Europe following the release of Q3 figures. $WMT added $40.6B to their market cap yesterday when they announced their partnership with OpenAI. Single day moves = to the total market caps of large corps"
X Link @partners_road 2025-10-15T09:24Z 15.1K followers, 6319 engagements
"Multiple channel checks with specialty run store chain owners and uniformly positive on what $NKE is doing w/ product marketing and particularly with store service. Some worrisome commentary around $ONON which started a few months ago and has continued per these checks"
X Link @partners_road 2025-10-16T16:03Z 15.1K followers, 4611 engagements
"Liquidity tightness looks temporary to me due to a) tax days for corporates on 10/15 b) RRP drain c) TGA rebuilt d) heavy bill supply & e) money mkt funds extending their WAM into the Fed easing cycle. Tight liquidity + bank credit concerns aided the vol spike we saw today"
X Link @partners_road 2025-10-17T01:50Z 15.1K followers, 9978 engagements
"Bessents mandate entailed getting X things down: oil prices (lower CPI) 10-yr yields (lower mortgage rates) & the budget deficit (less crowding out of private sector borrowing). To the 1st a good headline: Saudi Arabia discussing a defence deal w/ the Trump administration"
X Link @partners_road 2025-10-17T10:29Z 15.1K followers, 2434 engagements
"To anyone who thinks the consumer is dead a X block walk down Prince St will quickly change your mind"
X Link @partners_road 2025-10-18T17:17Z 15.1K followers, 16.3K engagements
"US households have $61T in equities. A XX% move in these holdings is roughly 0.6%-1.0% to US GDP so the direction of the markets is a more material factor to the economy (up and down) than weve seen"
X Link @partners_road 2025-10-20T09:38Z 15.1K followers, 5147 engagements
"$UPST - ABS securitization data shows real deterioration in July & Aug of XX from older vintages (ie similar to what we see in auto lending as well: ex. $KMX). From 10/22-5/25 30+ day delinquencies ran 6%-8%. July was XXXX% and Aug. was 11.2%. These are v rapid increases"
X Link @partners_road 2025-09-29T00:21Z 15.1K followers, 11.3K engagements
"@ConsensusGurus @YankeeGehrig4 @SilbergleitJr I dont write upgrades. And you mention ABS issues as if $CVNA has to have them b/c other shitty lenders have them. But in spite of yrs of speculation they havent had them while darlings like $KMX have. So go on speculating about all the problems they supposedly have"
X Link @partners_road 2025-10-02T03:14Z 15.1K followers, XXX engagements
"@ConsensusGurus @YankeeGehrig4 @SilbergleitJr I look at the data thanks. As demonstrated here in multiple posts my look at the data led me to be short $KMX which is down XXXX% YTD. I have not. Earn short $CVNA which is up XXXX% YTD. So Im good but appreciate your concern"
X Link @partners_road 2025-10-02T13:29Z 15.1K followers, XXX engagements
"Fraud not ltd to First Brands/Tricolor; After the close on 10/9 Air Water (4088 JP) announced an internal investigation had uncovered further indications of inappropriate accounting practices related to inventory (deferral of loss recognition). Accounting skills reqd today"
X Link @partners_road 2025-10-09T10:32Z 15.1K followers, 6185 engagements
"Within 3-4 years we will be talking about excess supplies of rare earth minerals and overcapacity of minerals processing. Chinas leverage on this issue is finite"
X Link @partners_road 2025-10-13T02:16Z 15.1K followers, 55.1K engagements
"Everyone thinks VIX is telling the story and equities are wrong. Its the opposite - equities are telling the story and VIX is wrong"
X Link @partners_road 2025-10-18T11:43Z 15.1K followers, 12.8K engagements
"@ConsensusGurus Probably as accurate a call as yours has been on $CVNA"
X Link @partners_road 2025-10-18T19:01Z 15.1K followers, 2078 engagements
"In the mid-90s the US Cmmte on Foreign Invest in the US under the Clinton Admin approved the sale by $GM of Magnequench - an Indiana-based co that made rare earth magnets used in HDDs consumer electronics & jet guidance systems - to Chinese owners w/ close ties to Beijing"
X Link @partners_road 2025-10-19T13:45Z 15.1K followers, 2896 engagements
"@intelarb The product may be but the brand isnt addictive. That is what $PM is finding out"
X Link @partners_road 2025-10-21T16:02Z 15.1K followers, XXX engagements
"@CedarStResearch @ActAccordingly Agreed. Forcing investors to dig for footnotes in a completely separate release with minimal context around the FL change is counterproductive & completely unnecessary. $PGR is a great business and now cheap; mistakes like this are easily fixable either by mgmt or via activism"
X Link @partners_road 2025-10-15T18:02Z 15.1K followers, XXX engagements
"@pinstripe_cap @skarpaccio Thats not why they gave them away. Theyre getting killed by Velo from BAT. We get consumer trade data every X weeks and Velo has taken significant share so $PM was forced to respond with their Zyn promotion which hurt Q3 and will hurt them in Q4"
X Link @partners_road 2025-10-21T18:04Z 15.1K followers, XXX engagements
"At the FT Private Capital Summit Rowan & $BX Pres. Jon Gray pointed the finger at banks for their exposure to 1st Brands & Tricolor but said the collapses were not signs of a systemic issue. Gray: Both were bank-led processesrejecting XXX% the canary in coal mine idea"
X Link @partners_road 2025-10-15T09:37Z 15.1K followers, 9045 engagements
"@ConsensusGurus Thats likely why they will be wrong"
X Link @partners_road 2025-10-23T14:00Z 15.1K followers, XXX engagements
"Bankers assume they companies want to go public and I dont think theres the same desire there used to be. For the largest most advantaged companies right now I cant think of much of a reason to go public. Lux Capitals Peter Hebert"
X Link @partners_road 2025-09-28T14:59Z 15.1K followers, 2937 engagements
"Of the 2000 consumers surveyed by Morgan Stanley $CVNA dominates $KMX across multiple tests: X. In pricing $CVNA leads KMX by XX ppts X. In ease of website/app navigation $CVNA leads by X ppts and X. In trusted brand/customer experience $CVNA leads by X ppts"
X Link @partners_road 2025-10-06T10:18Z 15.1K followers, 3102 engagements
"@BubbleBeta @ConsensusGurus No. Im telling you that the data says that $CVNA will crush the numbers again this quarter and if the market is ignoring that it does so at its own risk. Not too hard to figure out"
X Link @partners_road 2025-10-23T20:57Z 15.1K followers, XXX engagements
"2 CEO red flags in FT article today on $PEP: 1) Over the course of his tenure he became overly focused on quarterly earnings according to several former executives. 2) He has rankled some of his senior colleagues in particular by involving his wife Maria in corporate affairs"
X Link @partners_road 2025-10-15T09:48Z 15.1K followers, 10.4K engagements
"Investors are underestimating AIs potential to make entire industries obsolete $BX Pres Jon Gray said adding the impact of AI was now top of our list when evaluating M&A. Weve told our credit & equity teams: address AI on the 1st pages of your investment memos. Of course"
X Link @partners_road 2025-10-18T15:24Z 15.1K followers, 6013 engagements
"There is an Asia-based technical analyst I like: doesnt make a lot of calls but when he does I pay attention. Hes now cautious on SK Hynix (+183% YTD). If hes right that Hynix pulls back wed likely see similar in (long-time fav) Micron $MU (+141% YTD) as memory moves in sync"
X Link @partners_road 2025-10-20T09:59Z 15.1K followers, 4071 engagements
"There is no better way to understand the current & future path of commerce (including totality) particularly that driven by AI than to spend X hours with $WMT management. They are not only miles ahead of every other retailer but are pushing OpenAIs own capabilities/skills"
X Link @partners_road 2025-10-22T00:14Z 15.1K followers, 7584 engagements
"With crude oil Evercore is forecasting what will be a record 1H XX surplus not witnessed since the depths of the COVID demand crater. Crude has entered a period of supply-driven surplus not seen since the mid-1980s and late-1999. For the consumer lower gas is a big tax cut"
X Link @partners_road 2025-10-23T01:19Z 15.1K followers, 1869 engagements
"@TeaBagCapital @ConsensusGurus @HitDaWallAgain @BubbleBeta Thank you. Anyone talking about cooking cash flows (whatever that means) has no idea what theyre talking about. You can use accounting tricks to manipulate earnings but cash is cash and an astute reader of a CF statement & related footnotes will spot any discrepancy"
X Link @partners_road 2025-10-24T01:23Z 15.1K followers, 3104 engagements
"@ConsensusGurus @TeaBagCapital @HitDaWallAgain @BubbleBeta I was short Wirecard you total asshat"
X Link @partners_road 2025-10-24T01:38Z 15.1K followers, XXX engagements
"@BubbleBeta @ConsensusGurus @TeaBagCapital @HitDaWallAgain Ok not every hedge fund was short Wirecard. Not even close. I first shorted Wirecard after the Zatarra report was released but I couldnt confirm it so I covered. I re-shorted X year before the collapse & kept that short position through the halt & to the ultimate collapse"
X Link @partners_road 2025-10-24T01:45Z 15.1K followers, XX engagements