[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.] #  @taobanker taobanker taobanker posts on X about lmt, $lmt, $bmel, $moh the most. They currently have XXXXX followers and 5779 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1326694710933676033/interactions)  - X Week XXXXXXX -XXXX% - X Month XXXXXXX +55% - X Months XXXXXXXXX +248% - X Year XXXXXXXXX +92% ### Mentions: XXX [#](/creator/twitter::1326694710933676033/posts_active)  - X Week XXX -XX% - X Month XXX +40% - X Months XXXXX +29% - X Year XXXXX +94% ### Followers: XXXXX [#](/creator/twitter::1326694710933676033/followers)  - X Week XXXXX +2.20% - X Month XXXXX +6.10% - X Months XXXXX +143% - X Year XXXXX +231% ### CreatorRank: XXXXXXX [#](/creator/twitter::1326694710933676033/influencer_rank)  ### Social Influence [#](/creator/twitter::1326694710933676033/influence) --- **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) #4225 [countries](/list/countries) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) [social networks](/list/social-networks) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) #1279 [gaming](/list/gaming) **Social topic influence** [lmt](/topic/lmt) #22, [$lmt](/topic/$lmt) #18, [$bmel](/topic/$bmel) #2, [$moh](/topic/$moh), [$bmrry](/topic/$bmrry), [$bbpa](/topic/$bbpa), [$abfl](/topic/$abfl), [debt](/topic/debt), [$cpb](/topic/$cpb), [$cnc](/topic/$cnc) **Top assets mentioned** [Limitus (LMT)](/topic/$lmt) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Campbell Soup Company (CPB)](/topic/$cpb) [Centene Corp (CNC)](/topic/$cnc) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Stericycle Inc (SRCL)](/topic/$srcl) [Validity (VAL)](/topic/$val) [Doximity, Inc. (DOCS)](/topic/$docs) [CAVA Group, Inc. (CAVA)](/topic/$cava) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [National Storage Affiliates Trust (NSA)](/topic/$nsa) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Cryptalk (TALK)](/topic/$talk) [Diageo plc (DEO)](/topic/$deo) [Change (CAG)](/topic/$cag) [Kraft Heinz Co (KHC)](/topic/$khc) [Match Group Inc (MTCH)](/topic/$mtch) [Costco Wholesale Corporation (COST)](/topic/costco) [Boeing Co (BA)](/topic/$ba) [Credbull (CBL)](/topic/$cbl) [Matsons, Inc. (MATX)](/topic/$matx) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Exxon Mobil (XOM)](/topic/$xom) [Bruker, Corp. (BRKR)](/topic/$brkr) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Seaboard Corporation (SEB)](/topic/$seb) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [American Eagle Outfitters (AEO)](/topic/$aeo) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) ### Top Social Posts [#](/creator/twitter::1326694710933676033/posts) --- Top posts by engagements in the last XX hours "Grok suggested a 60%-70% probability of significant delays or cost overruns on $BA F-47 program. $BA proposal claimed that they could produce F-47 cheaper than F-22. This was probably desperate and seen as existential for $BA defense segment. If $BA comes behind on timing $LMT can suggest expensive proposals to further invest in the F-35 program or perform additional F-22 upgrades. Meanwhile $LMT thinking smart and long term about preparing themselves for more exciting projects"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947235894152327620) 2025-07-21 10:03:09 UTC 7005 followers, 1700 engagements "Crypto dudes will talk about female intrasexual competition without realizing that whales are intrasexually outcompeting them by getting them to FOMO max risk into liquidation"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946008672431173899) 2025-07-18 00:46:37 UTC 6999 followers, XXX engagements "I've been pretty skeptical (on record) of $CBL as they have a reputation for being arguably the worst managers in the entire REIT industry. But it's probably a decent punt here all things considered"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944785168490734020) 2025-07-14 15:44:51 UTC 6994 followers, 2659 engagements "LinkedIn rejections pouring in. I apologize for my optimism last week. There are no jobs. You need to know somebody"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945877393979191757) 2025-07-17 16:04:58 UTC 7005 followers, 5311 engagements "Shill me the case for $XXX $VAL share price"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947791144060076350) 2025-07-22 22:49:31 UTC 7005 followers, 1241 engagements "@AsymmetricRisx please tell us more or dm thanks"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946648872941502656) 2025-07-19 19:10:32 UTC 6993 followers, XXX engagements "Schwab price improvement masterrace reporting for duty"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946600679268659311) 2025-07-19 15:59:02 UTC 6993 followers, 1414 engagements "Any shipping bros wanna give up some hot takes on $matx"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946298566676267210) 2025-07-18 19:58:33 UTC 7004 followers, XXX engagements "street analysts recently downgraded $lmt due to some sort of disappointment or low expectations over the f35 program Fundamentally this is not a serious outlook critics have hated on the f-35 since its inception for all the wrong reasons. they said it isn't a good dogfighter. that is like saying an elite sniper is a bad spearman. the f-35 ends conflicts before they would even begin pre-f-35 technology. the conflict in the middle east has been the best advertisement for the f-35 imaginable. it is absolutely essential to israel's operations and dominance. it can literally disable radar and"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946743236178874723) 2025-07-20 01:25:30 UTC 7005 followers, 2993 engagements "I feel like I need to start suggesting shorts just to prove to everyone how easy it is (or alternatively to prove to myself that it isn't). For starters I 1000% agree with David Orr. I may talk on occasion about shorting a popular stock like $CMG but that is a total waste of time. I think I could find you XXX shorts you've never heard of without much trouble"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944904085041213548) 2025-07-14 23:37:23 UTC 6993 followers, 2302 engagements "$henky: -german adhesive tech consumer brands / laundry (persil) some beauty products -trading at 12x-15x fwd earnings -clean balance sheet very minimal debt -XX% of revenue from USA"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1911173717415309474) 2025-04-12 21:44:56 UTC 7005 followers, 1605 engagements "This is fucked up but Jim Cramer is right here imo $cpb"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945635359741682140) 2025-07-17 00:03:12 UTC 6994 followers, XXX engagements "Some rank-ordered ideas: - Generalist dummies like me losing money on $cnc and $moh -- I sold my $moh today - $ELMD finally below $XX I mean this price seems pretty reasonable but why is it being shorted Red flag. - $LINE bludgeoning continues.I don't fault anyone who's a buyer here - $VLGEA want to buy at the right price - $LULU in a world of pain trading for 20x the lowest street estimates Again this does not seem right to me but I do not currently have a position"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944870677024022982) 2025-07-14 21:24:38 UTC 6999 followers, 2373 engagements "Thinking about how many mid-large cap reversals I called badly this year and how well $brby $docs have worked out. Lesson seems to be that the barrier for a good entry is higher than i thought. You really want 1) a headline technical blowout like a dividend cut delisting failed block sale or kitchen sink quarter 2) wall street cluelessness about consumer brand sentiment 3) CEO admitting that everything sucks and everyone roasting them on twitter. $wba is there. $el probably close"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1862522500837453894) 2024-11-29 15:42:22 UTC 6994 followers, XXX engagements "$docs.l working capital unwind worked exactly like i expected study working capital unwinds"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1932539373381116309) 2025-06-10 20:44:26 UTC 6999 followers, 1550 engagements "I can't recommend enough that you do NOT take X% positions in your first few years of investing. For starters you need many reps at taking losses. Almost everyone starts out overconfident. Taking losses is a superpower because you get first hand experience about what it's like to be wrong. Once you've taken 100+ losses being wrong doesn't surprise you anymore. It's normal. You can admit it and get on with your day. But most people never get to that point"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945916670985245156) 2025-07-17 18:41:02 UTC 7005 followers, 34.8K engagements "Rich moms and grandmas like being comfortable too. $LULU does not need to be an aspirational brand for influencers. Some of you still aren't fully understanding the flex that wearing Lululemon in fact is. "This is nice. I bought it and I didn't think about the price." The above is a more powerful lasting statement than "I'm wearing this because hot influencers are and I want to be like them." But again nothing new here. We need more women on wall street"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943487368800911424) 2025-07-11 01:47:51 UTC 7004 followers, 3407 engagements "I think this guy hit the nail on the head. $BME.L $BMRRY already weakened by FTSE XXX boot in december last year posted an inventory build. The market did its classic working capital overreaction. At this price you're legitimately potentially looking at a generational money maker like buying $xom below $40"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1934668817252405550) 2025-06-16 17:46:05 UTC 7005 followers, 6362 engagements "This is a perfect explanation for Tiger Woods. Turns out the guy just had a slow metabolism. Who would have guessed Retardio"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946531798017618191) 2025-07-19 11:25:20 UTC 7005 followers, 1477 engagements "Ideas $TAP $NSA $COLD $SEB $BMRRY $ASBFY $MOH $IQV $TMO $BRKR $LULU $AEO $BAH"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1935076842714591444) 2025-06-17 20:47:25 UTC 6994 followers, 2544 engagements "There are broad price hikes being implemented across Japan. Suntory $2587.T is implementing massive price hikes domestically beginning in October. The street appears to be giving them the absolute bare minimum credit. Note gross margins don't even move. Same story at Asahi which has similarly depressed gross margins. Asahi trades at 12.7x 2026 earnings estimates Suntory trades at 13.3x with no debt"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945283031184326921) 2025-07-16 00:43:10 UTC 7006 followers, XXX engagements "If the Nasdaq closes up today i'm pivoting to crack"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947678538125217959) 2025-07-22 15:22:04 UTC 7005 followers, 1491 engagements "E&P tracker update. Thoughts: - $KEI too promotional but i could take a stab if it sells off more - $CIVI short interest / insider selling no from me dawg - $PEYUF looks legit - $PARXF looking strong like always - $CVE looks buyable here for a large cap - meh in general"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1744504935880745102) 2024-01-08 23:42:42 UTC 6990 followers, 1984 engagements "anyone have thoughts on paying up a bit for $ngvc growth here"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943450355519684632) 2025-07-10 23:20:46 UTC 7004 followers, XXX engagements "Next aside from the whole loss thing you're simply getting more experience all around. How could you possibly know what justifies a massive position You don't know anything. By forcing yourself to fill your portfolio with more positions you will do more research and expose yourself to more ideas. Again reps"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945918766799331448) 2025-07-17 18:49:22 UTC 6994 followers, 14K engagements "@valuedrift Damn. $HMSP looking like a buy"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946602727976354074) 2025-07-19 16:07:11 UTC 6999 followers, XX engagements "$BB.PA: - XXX% dividend - X% discount to lowest street price target - XXXX% earnings yield - Net cash positive working capital"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1937274086398341582) 2025-06-23 22:18:29 UTC 7005 followers, 3674 engagements "@MetacriticCap 6.8x ebitda including leases"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944827107940487506) 2025-07-14 18:31:30 UTC 6986 followers, XXX engagements "I have formally announced my candidacy for CEO of $WEN. Have a great weekend everyone"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946316150666592494) 2025-07-18 21:08:25 UTC 6993 followers, 5913 engagements "Check out this guy's X part series on $fbio $fbiop"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942689614294048903) 2025-07-08 20:57:52 UTC 6994 followers, 1957 engagements "$DTI busted OFS shitco SPAC now down XX% trading at 4x fwd ebitda w/ 1.5x ebitda in debt i can't tell if this is an opportunity so it's probably a pass the potential for value destruction and bag dumping in OFS shitcos is astronomical some clueless SPAC victims are now down XX% in X years and there's a reasonable chance they get wiped out maybe worth a stab at $XXXX or something"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945664555255845171) 2025-07-17 01:59:13 UTC 6999 followers, XXX engagements "It's not just completely desperate but also rather financially unimaginative of investment banks to require these non-recruitment attestation waivers. Basic incentives could fix this situation but management is so out of touch with their own firms popular perception AND basic regulatory principles (collusion) that this was really their best idea"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947670857821704277) 2025-07-22 14:51:33 UTC 7005 followers, XXX engagements "Scott Bessent is sounding super confident in latest CNBC interview. He says that President Trump has fundamentally changed politics by introducing these new secondary tariffs on buyers of Russian oil"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947329208650211432) 2025-07-21 16:13:57 UTC 7005 followers, 1000 engagements "Some ideas for the week ahead $TALK $LINE $MRTN $BME.L $BMRRY $DOM.L $DPUKY"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946979023478751325) 2025-07-20 17:02:26 UTC 7005 followers, 3895 engagements "Never trust a data scientist who mixes up accuracy and precision"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947020251796812230) 2025-07-20 19:46:16 UTC 7005 followers, 1431 engagements "I love how AmEx plat is basically just AmEx gold but worse and more expensive. The ultimate idiot tax. 5x on flights vs 4x on all dining and groceries + 3x on flights. "BUT IT'S PLATINUM" Study this for a masterclass in consumer marketing. My old credit cards VP was shocked when *metal cards* literally outperformed every other initiative we had. Yes people are retarded"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946619785787191321) 2025-07-19 17:14:58 UTC 6996 followers, 14.9K engagements "Been adding to $cnc and $moh all week Generalist buying complicated shit I don't understand instead of basic shit like soup or rocks I deserve this"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943697697057173566) 2025-07-11 15:43:37 UTC 6994 followers, 1753 engagements "@ElementaryValue @marginofdanger oh brother what's the story with $FULO sometimes i wish there were only say 5000 stocks so that I could focus Lol"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1761234249884319959) 2024-02-24 03:39:01 UTC 7006 followers, XXX engagements "just got X new trubar flavors: - strawberry shortcake: this one is on the verge of greatness but for me a slight chemical aftertaste kinda ruins it. 6/10. - macchiatto: i could see this being a serious hit for sure. very innovative flavor. I need to think about my rating but this could be in my top X alongside choco mint and choco coconut"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1917325697820852661) 2025-04-29 21:10:43 UTC 6994 followers, 1231 engagements "My source The Odyssey and this video of birds"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946532266340954499) 2025-07-19 11:27:11 UTC 6988 followers, 1273 engagements "$cava expanded summer hours to 10:30-10:30. extremely desperate. expect stonk to tank"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945186645008842811) 2025-07-15 18:20:10 UTC 6997 followers, 1161 engagements "$DOM.L down another X% since this post Guys. We are getting greedy here. This is potentially compounding at 15%-20% long term imo. You guys realize what they're used to eating in the U.K. right You could serve those guys modern Papa Johns and they would still eat it"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944902759142301977) 2025-07-14 23:32:06 UTC 6988 followers, 2481 engagements "Crazy how the moment you enter Manhattan it's like hey you know what maybe ambition is a worthwhile character trait"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943763017033740719) 2025-07-11 20:03:11 UTC 7005 followers, 3274 engagements "Since this post took off I'll give the final main point here: You are underestimating the benefits of diversification. You need to experiment with the principle that the whole can be greater than the sum of the parts. You need to see how rebalancing "works". You need to understand the marginal value that a position brings from complementing your portfolio construction in particular"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946023969775059253) 2025-07-18 01:47:24 UTC 6996 followers, 2580 engagements "listen i'm just gonna say this again scalpavelli has looked at a metric fuckton of blue chip large caps over the past few years.the valuation of $abf.l $asbfy is really hard to justify.you can read more about this situation on my blog. i'm down like X% and maxed out"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1889803596163850717) 2025-02-12 22:27:42 UTC 6998 followers, XXX engagements "@perp_ster @CapitalValor which country do you like more to invest in"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1941221096373748212) 2025-07-04 19:42:30 UTC 6996 followers, XX engagements "I retract this post and eagerly await my AmEx plat card. Excited to join the highest echelon of society and already feel bad for non-plat poors"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946630009327603869) 2025-07-19 17:55:35 UTC 6993 followers, 2693 engagements "@lookdownnotup @CapitalShipyard @kingdomcapadv @david_katunaric what if the real play here is just going long $med poggers"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942324416089841970) 2025-07-07 20:46:42 UTC 6997 followers, XX engagements "Finally got filled on a X% position in Taiheiyo Cement $5233. I've been eyeing this one for a while now. Company has been buying back shares paying dividend and just completed a massive facility in the Philippines with plans to export some of the capacity. Crazy to think about how much money one can make owning this if Russell Napier's capex boom thesis continues to play out"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940213514087669952) 2025-07-02 00:58:43 UTC 7005 followers, 15.1K engagements "Alright this is actually fascinating and probably the most direct answer most of us will ever get about the whole price improvement thing. Now if Fidelity could just integrate reasonable international trading fees I might consider switching"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946603567265010161) 2025-07-19 16:10:31 UTC 6996 followers, 1488 engagements "Some trade ideas for the week ahead $CRMD $GMAB $DEO $NSA"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1939343481131937885) 2025-06-29 15:21:31 UTC 6984 followers, 10.6K engagements "$lmt is buying back $3bb shares a year and you're bearish"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947312862101205393) 2025-07-21 15:09:00 UTC 7005 followers, 4135 engagements "It looks like $line is cheaper than $cold now right"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1941577126706282734) 2025-07-05 19:17:14 UTC 7004 followers, 1602 engagements "Modern health influencers be like "Today I went outside and walked." Wow"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946248776336789605) 2025-07-18 16:40:42 UTC 7005 followers, 4709 engagements "Classic countercyclical play: $MRTN cold-trucking specialists - Blown da fuqq out estimates - Pristine balance sheet - Critical for society"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945957632788894206) 2025-07-17 21:23:48 UTC 6997 followers, 1280 engagements "I've been pounding $val warrants all week"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945860941494600051) 2025-07-17 14:59:35 UTC 7006 followers, 1270 engagements "I don't understand what happened but I can't find that epic post where I shitted all over $cpb $flo $gis $cag $khc and gave price targets. This is a tragedy"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944820312773660677) 2025-07-14 18:04:30 UTC 6995 followers, 1500 engagements "$talk seems like a pretty reasonable speculation no"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946966165147758718) 2025-07-20 16:11:21 UTC 7005 followers, 4122 engagements "great day to buy OFS imo i've been buying $res and $hlx"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944783143665271148) 2025-07-14 15:36:48 UTC 7004 followers, XXX engagements "went to $cava irl and they told me to wait XX minutes for braised lamb after i waited XX minutes for them to serve X people in front of me"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944911638122869047) 2025-07-15 00:07:23 UTC 6998 followers, 1160 engagements "gd I can't stop thinking about doing crack cocaine ever since watching hunter biden explain how awesome it is"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947462545507246268) 2025-07-22 01:03:47 UTC 7005 followers, 1448 engagements "I don't use this term lightly but Erica the CEO of trubar is quite literally a marketing mastermind. It's like if Steve Jobs ran a nanocap CPG brand"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1897373690607886692) 2025-03-05 19:48:33 UTC 6995 followers, 1471 engagements "Which euro utility do you like more than $vie.pa $veoey or $fcc"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1936189461676933348) 2025-06-20 22:28:34 UTC 6998 followers, XXX engagements "@ShareholderSimp I mean if you did your own numbers and you feel confident in them that's one thing. But sell side numbers are made up"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946200345148801202) 2025-07-18 13:28:15 UTC 7005 followers, XX engagements "$KR allowing everyone in the ghetto to check themselves out is pretty insane I must say"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944776727982469551) 2025-07-14 15:11:18 UTC 6984 followers, XXX engagements "$WIIM this is possibly the cheapest stonk i've ever found. this is an insane price for a tobacco company paying a XX% dividend making huge investments"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1860829223214043528) 2024-11-24 23:33:54 UTC 6998 followers, 2170 engagements "You should check out my blog if you want to know which energy stonks I own"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945174334407950787) 2025-07-15 17:31:15 UTC 6989 followers, 4279 engagements "$REGN has a reputation as a horrible employer $GMAB has a reputation as a fantastic employer This matters a lot in my opinion"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942968794239893570) 2025-07-09 15:27:13 UTC 7005 followers, 2238 engagements "I own $bme.l because it's very cheap. But $abf.l is actually an incredibly good business too. Which is crazy. This is one of the most well-rounded defensive conglomerates on the market. But since it's in the U.K. it gets a 10x multiple. lmao"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940219952671465644) 2025-07-02 01:24:18 UTC 7005 followers, 3176 engagements "just picked up some $VEOEY interesting french water/waste utility with solid financials / growth projections. Looks like they made successful acquisition(s) recently"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1740787138827006051) 2023-12-29 17:29:30 UTC 6993 followers, 2969 engagements "$CPB price target channel suggests we now need to wait for $XX to buy.at that point you gotta wonder whether panicans take this thing down to the GFC lows @ $25"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946956985313747385) 2025-07-20 15:34:52 UTC 7005 followers, 1336 engagements "@toiletkingcap My quant says that Xi was about to bring down the hammer then had a stroke and the princelings took over"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946755194026418194) 2025-07-20 02:13:01 UTC 6984 followers, XXX engagements "go pull intelligent investor out of the trash can. congratulations. you are now qualified to buy $bb.pa"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942222885629645285) 2025-07-07 14:03:15 UTC 7005 followers, XXX engagements "Holy fuck LMAO. Within X years it's gone from "Taobanker is crazy for thinking he can trade against market makers" to this. Picture from reddit:"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946608437128765738) 2025-07-19 16:29:52 UTC 6996 followers, 11.9K engagements "I picked up a X% position in $LMT. In short I think the market is pricing in terminal risk too aggressively. I think the F-16 will continue to be competitive (+ an entry point to be able to buy more US technology) the F-22 has more runway for upgrades and the F-35 upgrades will be a resounding success. If Boeing stumbles on the F-47 all of that upside intensifies"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947692128756240584) 2025-07-22 16:16:04 UTC 7005 followers, 4045 engagements "Earnings tomorrow: got a hot take Say something As a thought experiment I wish I took Burberry and Macy's into earnings.and you know what toss in $GEOS last second too $M $PLCE $ARCO $ECOR.L $BRBY.L $WSM $VITFF $CATO $SENEA $GEOS $NGVC $MATW $BNEFF $MBCF"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1724931714240094293) 2023-11-15 23:25:43 UTC 7005 followers, 2434 engagements "rejected for $etsy interview even though I've worked at a competitor lol resume drops are literally pointless now"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945491202402345014) 2025-07-16 14:30:22 UTC 6996 followers, 2277 engagements "Apparently Xi has lowkey lost a lot of power over the last year"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946749360772874387) 2025-07-20 01:49:51 UTC 6994 followers, 2933 engagements "I bet reading this post as a $fvrr shareholder hits different lmao"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942017686218666170) 2025-07-07 00:27:51 UTC 7005 followers, 1608 engagements "Alright listen. Serious mode guys. We need to figure out what we are buying between $moh $cnc and $unh. If you know what's going on here please help brodies out. I am clueless"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940419492439609636) 2025-07-02 14:37:12 UTC 6986 followers, 6643 engagements "@DaBao_ Sigh. I only own $bme because I'm capped out on $abf"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945093053850489077) 2025-07-15 12:08:16 UTC 6984 followers, XXX engagements "The Nasdaq should double its listing fees and send YTD screenshots of FTSE stonks to anyone who complains"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947766027376275892) 2025-07-22 21:09:43 UTC 7005 followers, XXX engagements "@niubi1988 i own $crmd whats the deal with cvtx"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944790735758205290) 2025-07-14 16:06:58 UTC 6999 followers, XXX engagements "$ABF.L buying $BME.L is a no brainer It's killing me that I don't get paid millions to dream up m&a deals all day"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1937639123918922013) 2025-06-24 22:29:01 UTC 6996 followers, 1159 engagements "The reason you need to force-feed your SVP bullet points is that gen-x has been oneshotted by ipad video games designed for toddlers Just sat next to one who played some variant of tetris on his phone for an hour straight -- zero interruptions -- and it was causing him noticeable stress as he took a deep breath every few minutes. The game appeared to be so simple as to serve as a useful screen for mental retardation. Up a few rows I could see a boomer doing the same on his ipad. Old people are retarded and this is a hill I'm willing to die on"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944556572820054414) 2025-07-14 00:36:29 UTC 6989 followers, 1801 engagements "finally got some decent volume in $CURN one of the most illiquid stocks i've ever seen. an idea i stole from @DakotasTwits"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1707817489206272155) 2023-09-29 17:59:53 UTC 6996 followers, XXX engagements "why is $moh $cnc pumping am i dumb for typing this instead of buying more rn"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942980256639390047) 2025-07-09 16:12:46 UTC 6999 followers, 1201 engagements "I was going to make a bullish $CPB post on the back of @jbulltard1 bullish options flow signal but I see two pretty concerning signals: 1) $CPB lowest street target now lowered to $28.An absolute bludgeoning. In my research this is bearish 2) Furthermore shorts have aggressively ramped up in the last few weeks My best guess Rao's is turning into a disaster from excessive competition. One more puke incoming"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946230973542081012) 2025-07-18 15:29:57 UTC 6994 followers, 2462 engagements "@CatNyanpital spot a lot of $docs.l they been blowing up in italy"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946589001105789082) 2025-07-19 15:12:38 UTC 6989 followers, XX engagements "It makes zero sense for $LMT to sell the F-35 at a lower price point than euro shitplanes. They should charge at least $200mm each"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946733560913617121) 2025-07-20 00:47:04 UTC 7005 followers, 1274 engagements "$LMT: X% earnings yield X% buyback X% growth XX% IRR"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947644119590777124) 2025-07-22 13:05:18 UTC 7005 followers, 4229 engagements "@Investor_NICK_ Maybe for airport maxis. Otherwise opportunity cost of other cards is too high. Make sure to hassle them every few years for a retention bonus at least bro"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946625005116146099) 2025-07-19 17:35:42 UTC 6995 followers, 1737 engagements "$crrfy $ca.pa carrefour struggling lately. Think this is an opportunity to be decisive if you want to get on the french dividend bus"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1934763165415596298) 2025-06-17 00:00:59 UTC 7005 followers, 1731 engagements "This is why you unfortunately can't actually date long term out of your league in NYC. The city is ruthlessly efficient and you will get snipered. When I was going out with an XXX I literally got mogged by a lesbian at the bar who tried to steal her from me"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1944064742248919286) 2025-07-12 16:02:08 UTC 7005 followers, 1174 engagements "in my experience nearly everything can backfire say you sell covered calls now you could end up with short term gains on your calls while the long term gains you were "counting on" in your underlying vaporize lol or say you buy section 1256 hedges but lose money instead of make money on hedge -- now you're erasing hard fought long term gains"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947757652727238939) 2025-07-22 20:36:26 UTC 7005 followers, XXX engagements "one of the best tells to go long on this website is when you see pod guys consoling each other that their short is still a good idea $brby.l $burby"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946158598523945364) 2025-07-18 10:42:22 UTC 7005 followers, XXX engagements "I bought some $mtch because of this apple payments thing"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940783667091304637) 2025-07-03 14:44:18 UTC 7005 followers, 1645 engagements "Just passed by $rdi angelika film center the city hits different when you have a watchlist of over 1000 stonks"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1943856261646188934) 2025-07-12 02:13:42 UTC 6986 followers, XXX engagements "$TPC this is one of my biggest fumbles of the cycle. When companies with big backlogs and fixed contracts (that take time to burn off) turn around.the market never expects it. Fuuuuuck Is $MTRX closest analogy today"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945849205106286980) 2025-07-17 14:12:57 UTC 6999 followers, XXX engagements "You have to love that uniquely American $LMT panic into the close. "What Lockheed isn't *working* anymore Dump it and split the proceeds between pre revenue raw earths and pre bankruptcy short squeezes.""  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947745890547925359) 2025-07-22 19:49:42 UTC 7005 followers, XXX engagements "I'm genuinely thinking about doing the following: Posting the absolutely-admittedly shittiest DD ever (e.g. "I read they did current hype thing X years ago literally have no idea what the company is doing now i'm buying this purely to own dogshit hype factor in fact it might be some sort of scam) ______ Would anything be wrong with that Would it make a difference if I already owned any at the time Would it matter when I sold"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946342244895908211) 2025-07-18 22:52:07 UTC 6986 followers, 1234 engagements "Some ideas for the week ahead $GTBIF $WDAY $BUR $MTCH $CNC $MOH"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1941932625788068091) 2025-07-06 18:49:52 UTC 7005 followers, 7162 engagements "@volcrushed Nah I'm just trading up my gold (altho giving up 4x on dining is actually kinda crazy) .I'm a card minimalist"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946633413458346009) 2025-07-19 18:09:07 UTC 6994 followers, XXX engagements "$ASBFY $ABF.L You don't really actually need to write any words to understand why this is a buy. These X charts are enough"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1893782029302428021) 2025-02-23 21:56:35 UTC 6987 followers, XXX engagements "@invertedfragil1 yeah maybe a little poland $abf.l and $src.l and call it a day"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1891347924883313142) 2025-02-17 04:44:19 UTC 6987 followers, XXX engagements "$bme.l $bmrry what is there to say. it was too obviously cheap right out in the open for too long. I got suckered in here and now I'm getting UK'd"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945089515900584427) 2025-07-15 11:54:13 UTC 7005 followers, 2611 engagements "Any wood bros wanna' give up some hot takes on $bcc"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946298612037632146) 2025-07-18 19:58:44 UTC 6999 followers, XXX engagements "@CatNyanpital I think it's actually fragrances that are the bulk of it but it's a fairly diversified segment"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945513882451152999) 2025-07-16 16:00:30 UTC 6988 followers, XXX engagements "@RecoveryTrade I'm not sure that there are. $CPB owns two of the best potato chip brands the best pretzel brand the best peanut butter crackers brand goldfish and pepperidge farm (incl milanos). They are incredibly lindy compared to shitcos $CAG $KHC. $KRYAY however is interesting"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1697695539037442156) 2023-09-01 19:38:52 UTC 6994 followers, XXX engagements "@Investor_NICK_ you know about this bro this is huge"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946654072393568338) 2025-07-19 19:31:12 UTC 6993 followers, 1049 engagements "@volcrushed @extradeadjcb it really is XX% of the current shitposting meta for women"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947082680538927215) 2025-07-20 23:54:20 UTC 7005 followers, XXX engagements "Schwab Amex Plat: - 5x points on airfare/hotels - XXX points -- brokerage monies conversion - Brother you're getting XXX% cash back on travel - Plus free hotel room upgrades - We're practically getting paid to travel - Possible implications that @Investor_NICK_ is lifestylefrauding / pointsmaxxing"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946643461916025321) 2025-07-19 18:49:02 UTC 7005 followers, 5310 engagements "$TRBR I think almost all of us underestimated how competitive this landscape is. There are like XX different startup protein bar brands floating around instagram these days. That said this actually makes me think more favorably of the Costco partnership. It highlights our competitive position as well as the reality that being an upstart in this business is NOT about making GAAP profits. It's way way too competitive and early to be focused on generating profit"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942637633215066600) 2025-07-08 17:31:18 UTC 6994 followers, 2260 engagements "Current poorozone buy list: Staples: $BMRRY $ASBFY $CABGY $REMYY $JDW.L Olvi Oyj Rosenbauer Utilities: EVN AG FCC $VEOEY Stones: Buzzi $HDELY $SRC.L Resource shitcos: $EQNR $UMICY $NTOIY $KPLUY $SBO.VI $OMVKY $OTL Unsure/cheaper: $RBGLY $HENKY $KRYAY $CZMWY $CCHGY $VCISY $MARS.L $HKHHY $DEO $CFRUY Vidrala"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1863052145026552191) 2024-12-01 02:46:59 UTC 6996 followers, 2094 engagements "Coping with a mid-day damage report: $BB.PA -XXX% $PAX -XXX% $BLX -XXX% $DIS -XXX% $NVO -XXX% $HII -X% $PINS -XXX% $MTRX -XX% $PBF -XXXX% $REGN -XXX% $HDSN -XXX% $BYG.L -XXX% $EVC -XXX% $BURBY -6.1%"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1908213211381244032) 2025-04-04 17:40:57 UTC 7005 followers, 2557 engagements "Concentrated investing a short story: "Thesis intact." "I added." "Ridiculous." "Adding again." "Breaking my rules here to add more." *Silence.*"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945891861924606145) 2025-07-17 17:02:27 UTC 6987 followers, 17.3K engagements "Wow. Ponzi financing has now made its way into Costco financially engineered to a perfection such that retail is now holding a hot potato of restaurant gift cards lmao Add this to the list of reasons the economy hasn't cracked yet.on business side there are all sorts of alternative financing these days; on consumer side worst case people can turn to uber/doordash for income"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946661963267981363) 2025-07-19 20:02:33 UTC 6993 followers, 2709 engagements "millennials are having babies and you're not bullish on $cri please explain yourself"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1945504104786063756) 2025-07-16 15:21:38 UTC 6993 followers, XXX engagements "@evrgn11112231 you might like this basically like b&m in Finland"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946305166514241970) 2025-07-18 20:24:46 UTC 6986 followers, XXX engagements "I have X% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1947771763871649922) 2025-07-22 21:32:31 UTC 7005 followers, 2416 engagements "$umicy $umi.br interesting example of virtues of @Citrini7 basket approach. I waffled around and ultimately missed the big move. Goatrini saw the upside sized it accordingly didn't try to time it and worked on his garden. Lesson there"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1932457435148501375) 2025-06-10 15:18:50 UTC 7005 followers, 3801 engagements "$bb.pa is definitely a buy here. not looking to debate nerds on this one. the price is right"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942221366591168721) 2025-07-07 13:57:13 UTC 7005 followers, 1542 engagements "Updated thoughts on rocks: - Currently own $BZU.MI $GCC.MX $SRC.L and some $5232 - $INTP getting quite cheap - $XXX looking hella cheap can't tell quite what's going on there tho -- seems like they get a lot of government subsidies - Hella fucking pissed off that I missed the big move in $1515 - Looking to buy more $5232 for US exposure"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1894480804832842068) 2025-02-25 20:13:16 UTC 7006 followers, 1049 engagements "I feel like I'm one of the only people focusing on international listings with significant U.S. revenue: $KNBWY (25%+) $BZU.MI (50%) $GCC.MX (majority) $GRUMAB.MX (majority) $5233.T (majority of income) $BB.PA (30%) $YAMCY (20%+)"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1940853227857367546) 2025-07-03 19:20:43 UTC 6999 followers, 1273 engagements "Latin America & Asia (ex-Japan ex-tobacco ex-cement/limestone): - I own a little liverpool like .5% too lazy to get a proper fill - I think $pax is probably a good buy here.I've traded this stock a lot - $mlbi and $avia my top stocks to watch in indonesia. Super cheap if you believe growth is coming not that cheap if you don't believe growth is coming + scared of government - $enic is a pretty interesting play on hydro power - Would like to buy $arco bangkok airways $grumab $htc at the right price. Haven't heard the best things about $arco management and there's a lack of transparency on"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1906813255294595461) 2025-03-31 20:58:01 UTC 6993 followers, 1522 engagements "Interesting that $BB.PA bought back over 50k shares recently. X% of share count Apparently unphased by new buyback tax"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1942314345272336800) 2025-07-07 20:06:41 UTC 7005 followers, 1132 engagements "The light is gone from the eyes of the new Cava employee after just one week. I knew they were going to drag her down. This is sad as hell man"  [@taobanker](/creator/x/taobanker) on [X](/post/tweet/1946246243606208759) 2025-07-18 16:30:38 UTC 6997 followers, 2295 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.]
@taobanker taobanker
taobanker posts on X about lmt, $lmt, $bmel, $moh the most. They currently have XXXXX followers and 5779 posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XXXX%
- X Month XXXXXXX +55%
- X Months XXXXXXXXX +248%
- X Year XXXXXXXXX +92%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXX +40%
- X Months XXXXX +29%
- X Year XXXXX +94%
Followers: XXXXX #
- X Week XXXXX +2.20%
- X Month XXXXX +6.10%
- X Months XXXXX +143%
- X Year XXXXX +231%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence stocks finance cryptocurrencies #4225 countries fashion brands currencies social networks technology brands exchanges #1279 gaming
Social topic influence lmt #22, $lmt #18, $bmel #2, $moh, $bmrry, $bbpa, $abfl, debt, $cpb, $cnc
Top assets mentioned Limitus (LMT) Molina Healthcare, Inc. (MOH) Campbell Soup Company (CPB) Centene Corp (CNC) Lineage, Inc. Common Stock (LINE) Lululemon Athletica Inc (LULU) Stericycle Inc (SRCL) Validity (VAL) Doximity, Inc. (DOCS) CAVA Group, Inc. (CAVA) Regeneron Pharmaceuticals Inc (REGN) National Storage Affiliates Trust (NSA) Americold Realty Trust, Inc. (COLD) Cryptalk (TALK) Diageo plc (DEO) Change (CAG) Kraft Heinz Co (KHC) Match Group Inc (MTCH) Costco Wholesale Corporation (COST) Boeing Co (BA) Credbull (CBL) Matsons, Inc. (MATX) Chipotle Mexican Grill, Inc. (CMG) Exxon Mobil (XOM) Bruker, Corp. (BRKR) Iqvia Holdings Inc (IQV) Molson Coors Beverage Co Class B (TAP) Seaboard Corporation (SEB) Thermo Fisher Scientific Inc. (TMO) American Eagle Outfitters (AEO) Booz Allen Hamilton Holding, Corp. (BAH)
Top Social Posts #
Top posts by engagements in the last XX hours
"Grok suggested a 60%-70% probability of significant delays or cost overruns on $BA F-47 program. $BA proposal claimed that they could produce F-47 cheaper than F-22. This was probably desperate and seen as existential for $BA defense segment. If $BA comes behind on timing $LMT can suggest expensive proposals to further invest in the F-35 program or perform additional F-22 upgrades. Meanwhile $LMT thinking smart and long term about preparing themselves for more exciting projects"
@taobanker on X 2025-07-21 10:03:09 UTC 7005 followers, 1700 engagements
"Crypto dudes will talk about female intrasexual competition without realizing that whales are intrasexually outcompeting them by getting them to FOMO max risk into liquidation" @taobanker on X 2025-07-18 00:46:37 UTC 6999 followers, XXX engagements
"I've been pretty skeptical (on record) of $CBL as they have a reputation for being arguably the worst managers in the entire REIT industry. But it's probably a decent punt here all things considered" @taobanker on X 2025-07-14 15:44:51 UTC 6994 followers, 2659 engagements
"LinkedIn rejections pouring in. I apologize for my optimism last week. There are no jobs. You need to know somebody" @taobanker on X 2025-07-17 16:04:58 UTC 7005 followers, 5311 engagements
"Shill me the case for $XXX $VAL share price" @taobanker on X 2025-07-22 22:49:31 UTC 7005 followers, 1241 engagements
"@AsymmetricRisx please tell us more or dm thanks" @taobanker on X 2025-07-19 19:10:32 UTC 6993 followers, XXX engagements
"Schwab price improvement masterrace reporting for duty" @taobanker on X 2025-07-19 15:59:02 UTC 6993 followers, 1414 engagements
"Any shipping bros wanna give up some hot takes on $matx" @taobanker on X 2025-07-18 19:58:33 UTC 7004 followers, XXX engagements
"street analysts recently downgraded $lmt due to some sort of disappointment or low expectations over the f35 program Fundamentally this is not a serious outlook critics have hated on the f-35 since its inception for all the wrong reasons. they said it isn't a good dogfighter. that is like saying an elite sniper is a bad spearman. the f-35 ends conflicts before they would even begin pre-f-35 technology. the conflict in the middle east has been the best advertisement for the f-35 imaginable. it is absolutely essential to israel's operations and dominance. it can literally disable radar and" @taobanker on X 2025-07-20 01:25:30 UTC 7005 followers, 2993 engagements
"I feel like I need to start suggesting shorts just to prove to everyone how easy it is (or alternatively to prove to myself that it isn't). For starters I 1000% agree with David Orr. I may talk on occasion about shorting a popular stock like $CMG but that is a total waste of time. I think I could find you XXX shorts you've never heard of without much trouble" @taobanker on X 2025-07-14 23:37:23 UTC 6993 followers, 2302 engagements
"$henky: -german adhesive tech consumer brands / laundry (persil) some beauty products -trading at 12x-15x fwd earnings -clean balance sheet very minimal debt -XX% of revenue from USA" @taobanker on X 2025-04-12 21:44:56 UTC 7005 followers, 1605 engagements
"This is fucked up but Jim Cramer is right here imo $cpb" @taobanker on X 2025-07-17 00:03:12 UTC 6994 followers, XXX engagements
"Some rank-ordered ideas: - Generalist dummies like me losing money on $cnc and $moh -- I sold my $moh today - $ELMD finally below $XX I mean this price seems pretty reasonable but why is it being shorted Red flag. - $LINE bludgeoning continues.I don't fault anyone who's a buyer here - $VLGEA want to buy at the right price - $LULU in a world of pain trading for 20x the lowest street estimates Again this does not seem right to me but I do not currently have a position" @taobanker on X 2025-07-14 21:24:38 UTC 6999 followers, 2373 engagements
"Thinking about how many mid-large cap reversals I called badly this year and how well $brby $docs have worked out. Lesson seems to be that the barrier for a good entry is higher than i thought. You really want 1) a headline technical blowout like a dividend cut delisting failed block sale or kitchen sink quarter 2) wall street cluelessness about consumer brand sentiment 3) CEO admitting that everything sucks and everyone roasting them on twitter. $wba is there. $el probably close" @taobanker on X 2024-11-29 15:42:22 UTC 6994 followers, XXX engagements
"$docs.l working capital unwind worked exactly like i expected study working capital unwinds" @taobanker on X 2025-06-10 20:44:26 UTC 6999 followers, 1550 engagements
"I can't recommend enough that you do NOT take X% positions in your first few years of investing. For starters you need many reps at taking losses. Almost everyone starts out overconfident. Taking losses is a superpower because you get first hand experience about what it's like to be wrong. Once you've taken 100+ losses being wrong doesn't surprise you anymore. It's normal. You can admit it and get on with your day. But most people never get to that point" @taobanker on X 2025-07-17 18:41:02 UTC 7005 followers, 34.8K engagements
"Rich moms and grandmas like being comfortable too. $LULU does not need to be an aspirational brand for influencers. Some of you still aren't fully understanding the flex that wearing Lululemon in fact is. "This is nice. I bought it and I didn't think about the price." The above is a more powerful lasting statement than "I'm wearing this because hot influencers are and I want to be like them." But again nothing new here. We need more women on wall street" @taobanker on X 2025-07-11 01:47:51 UTC 7004 followers, 3407 engagements
"I think this guy hit the nail on the head. $BME.L $BMRRY already weakened by FTSE XXX boot in december last year posted an inventory build. The market did its classic working capital overreaction. At this price you're legitimately potentially looking at a generational money maker like buying $xom below $40" @taobanker on X 2025-06-16 17:46:05 UTC 7005 followers, 6362 engagements
"This is a perfect explanation for Tiger Woods. Turns out the guy just had a slow metabolism. Who would have guessed Retardio" @taobanker on X 2025-07-19 11:25:20 UTC 7005 followers, 1477 engagements
"Ideas $TAP $NSA $COLD $SEB $BMRRY $ASBFY $MOH $IQV $TMO $BRKR $LULU $AEO $BAH" @taobanker on X 2025-06-17 20:47:25 UTC 6994 followers, 2544 engagements
"There are broad price hikes being implemented across Japan. Suntory $2587.T is implementing massive price hikes domestically beginning in October. The street appears to be giving them the absolute bare minimum credit. Note gross margins don't even move. Same story at Asahi which has similarly depressed gross margins. Asahi trades at 12.7x 2026 earnings estimates Suntory trades at 13.3x with no debt" @taobanker on X 2025-07-16 00:43:10 UTC 7006 followers, XXX engagements
"If the Nasdaq closes up today i'm pivoting to crack" @taobanker on X 2025-07-22 15:22:04 UTC 7005 followers, 1491 engagements
"E&P tracker update. Thoughts: - $KEI too promotional but i could take a stab if it sells off more - $CIVI short interest / insider selling no from me dawg - $PEYUF looks legit - $PARXF looking strong like always - $CVE looks buyable here for a large cap - meh in general" @taobanker on X 2024-01-08 23:42:42 UTC 6990 followers, 1984 engagements
"anyone have thoughts on paying up a bit for $ngvc growth here" @taobanker on X 2025-07-10 23:20:46 UTC 7004 followers, XXX engagements
"Next aside from the whole loss thing you're simply getting more experience all around. How could you possibly know what justifies a massive position You don't know anything. By forcing yourself to fill your portfolio with more positions you will do more research and expose yourself to more ideas. Again reps" @taobanker on X 2025-07-17 18:49:22 UTC 6994 followers, 14K engagements
"@valuedrift Damn. $HMSP looking like a buy" @taobanker on X 2025-07-19 16:07:11 UTC 6999 followers, XX engagements
"$BB.PA: - XXX% dividend - X% discount to lowest street price target - XXXX% earnings yield - Net cash positive working capital" @taobanker on X 2025-06-23 22:18:29 UTC 7005 followers, 3674 engagements
"@MetacriticCap 6.8x ebitda including leases" @taobanker on X 2025-07-14 18:31:30 UTC 6986 followers, XXX engagements
"I have formally announced my candidacy for CEO of $WEN. Have a great weekend everyone" @taobanker on X 2025-07-18 21:08:25 UTC 6993 followers, 5913 engagements
"Check out this guy's X part series on $fbio $fbiop" @taobanker on X 2025-07-08 20:57:52 UTC 6994 followers, 1957 engagements
"$DTI busted OFS shitco SPAC now down XX% trading at 4x fwd ebitda w/ 1.5x ebitda in debt i can't tell if this is an opportunity so it's probably a pass the potential for value destruction and bag dumping in OFS shitcos is astronomical some clueless SPAC victims are now down XX% in X years and there's a reasonable chance they get wiped out maybe worth a stab at $XXXX or something" @taobanker on X 2025-07-17 01:59:13 UTC 6999 followers, XXX engagements
"It's not just completely desperate but also rather financially unimaginative of investment banks to require these non-recruitment attestation waivers. Basic incentives could fix this situation but management is so out of touch with their own firms popular perception AND basic regulatory principles (collusion) that this was really their best idea" @taobanker on X 2025-07-22 14:51:33 UTC 7005 followers, XXX engagements
"Scott Bessent is sounding super confident in latest CNBC interview. He says that President Trump has fundamentally changed politics by introducing these new secondary tariffs on buyers of Russian oil" @taobanker on X 2025-07-21 16:13:57 UTC 7005 followers, 1000 engagements
"Some ideas for the week ahead $TALK $LINE $MRTN $BME.L $BMRRY $DOM.L $DPUKY" @taobanker on X 2025-07-20 17:02:26 UTC 7005 followers, 3895 engagements
"Never trust a data scientist who mixes up accuracy and precision" @taobanker on X 2025-07-20 19:46:16 UTC 7005 followers, 1431 engagements
"I love how AmEx plat is basically just AmEx gold but worse and more expensive. The ultimate idiot tax. 5x on flights vs 4x on all dining and groceries + 3x on flights. "BUT IT'S PLATINUM" Study this for a masterclass in consumer marketing. My old credit cards VP was shocked when metal cards literally outperformed every other initiative we had. Yes people are retarded" @taobanker on X 2025-07-19 17:14:58 UTC 6996 followers, 14.9K engagements
"Been adding to $cnc and $moh all week Generalist buying complicated shit I don't understand instead of basic shit like soup or rocks I deserve this" @taobanker on X 2025-07-11 15:43:37 UTC 6994 followers, 1753 engagements
"@ElementaryValue @marginofdanger oh brother what's the story with $FULO sometimes i wish there were only say 5000 stocks so that I could focus Lol" @taobanker on X 2024-02-24 03:39:01 UTC 7006 followers, XXX engagements
"just got X new trubar flavors: - strawberry shortcake: this one is on the verge of greatness but for me a slight chemical aftertaste kinda ruins it. 6/10. - macchiatto: i could see this being a serious hit for sure. very innovative flavor. I need to think about my rating but this could be in my top X alongside choco mint and choco coconut" @taobanker on X 2025-04-29 21:10:43 UTC 6994 followers, 1231 engagements
"My source The Odyssey and this video of birds" @taobanker on X 2025-07-19 11:27:11 UTC 6988 followers, 1273 engagements
"$cava expanded summer hours to 10:30-10:30. extremely desperate. expect stonk to tank" @taobanker on X 2025-07-15 18:20:10 UTC 6997 followers, 1161 engagements
"$DOM.L down another X% since this post Guys. We are getting greedy here. This is potentially compounding at 15%-20% long term imo. You guys realize what they're used to eating in the U.K. right You could serve those guys modern Papa Johns and they would still eat it" @taobanker on X 2025-07-14 23:32:06 UTC 6988 followers, 2481 engagements
"Crazy how the moment you enter Manhattan it's like hey you know what maybe ambition is a worthwhile character trait" @taobanker on X 2025-07-11 20:03:11 UTC 7005 followers, 3274 engagements
"Since this post took off I'll give the final main point here: You are underestimating the benefits of diversification. You need to experiment with the principle that the whole can be greater than the sum of the parts. You need to see how rebalancing "works". You need to understand the marginal value that a position brings from complementing your portfolio construction in particular" @taobanker on X 2025-07-18 01:47:24 UTC 6996 followers, 2580 engagements
"listen i'm just gonna say this again scalpavelli has looked at a metric fuckton of blue chip large caps over the past few years.the valuation of $abf.l $asbfy is really hard to justify.you can read more about this situation on my blog. i'm down like X% and maxed out" @taobanker on X 2025-02-12 22:27:42 UTC 6998 followers, XXX engagements
"@perp_ster @CapitalValor which country do you like more to invest in" @taobanker on X 2025-07-04 19:42:30 UTC 6996 followers, XX engagements
"I retract this post and eagerly await my AmEx plat card. Excited to join the highest echelon of society and already feel bad for non-plat poors" @taobanker on X 2025-07-19 17:55:35 UTC 6993 followers, 2693 engagements
"@lookdownnotup @CapitalShipyard @kingdomcapadv @david_katunaric what if the real play here is just going long $med poggers" @taobanker on X 2025-07-07 20:46:42 UTC 6997 followers, XX engagements
"Finally got filled on a X% position in Taiheiyo Cement $5233. I've been eyeing this one for a while now. Company has been buying back shares paying dividend and just completed a massive facility in the Philippines with plans to export some of the capacity. Crazy to think about how much money one can make owning this if Russell Napier's capex boom thesis continues to play out" @taobanker on X 2025-07-02 00:58:43 UTC 7005 followers, 15.1K engagements
"Alright this is actually fascinating and probably the most direct answer most of us will ever get about the whole price improvement thing. Now if Fidelity could just integrate reasonable international trading fees I might consider switching" @taobanker on X 2025-07-19 16:10:31 UTC 6996 followers, 1488 engagements
"Some trade ideas for the week ahead $CRMD $GMAB $DEO $NSA" @taobanker on X 2025-06-29 15:21:31 UTC 6984 followers, 10.6K engagements
"$lmt is buying back $3bb shares a year and you're bearish" @taobanker on X 2025-07-21 15:09:00 UTC 7005 followers, 4135 engagements
"It looks like $line is cheaper than $cold now right" @taobanker on X 2025-07-05 19:17:14 UTC 7004 followers, 1602 engagements
"Modern health influencers be like "Today I went outside and walked." Wow" @taobanker on X 2025-07-18 16:40:42 UTC 7005 followers, 4709 engagements
"Classic countercyclical play: $MRTN cold-trucking specialists - Blown da fuqq out estimates - Pristine balance sheet - Critical for society" @taobanker on X 2025-07-17 21:23:48 UTC 6997 followers, 1280 engagements
"I've been pounding $val warrants all week" @taobanker on X 2025-07-17 14:59:35 UTC 7006 followers, 1270 engagements
"I don't understand what happened but I can't find that epic post where I shitted all over $cpb $flo $gis $cag $khc and gave price targets. This is a tragedy" @taobanker on X 2025-07-14 18:04:30 UTC 6995 followers, 1500 engagements
"$talk seems like a pretty reasonable speculation no" @taobanker on X 2025-07-20 16:11:21 UTC 7005 followers, 4122 engagements
"great day to buy OFS imo i've been buying $res and $hlx" @taobanker on X 2025-07-14 15:36:48 UTC 7004 followers, XXX engagements
"went to $cava irl and they told me to wait XX minutes for braised lamb after i waited XX minutes for them to serve X people in front of me" @taobanker on X 2025-07-15 00:07:23 UTC 6998 followers, 1160 engagements
"gd I can't stop thinking about doing crack cocaine ever since watching hunter biden explain how awesome it is" @taobanker on X 2025-07-22 01:03:47 UTC 7005 followers, 1448 engagements
"I don't use this term lightly but Erica the CEO of trubar is quite literally a marketing mastermind. It's like if Steve Jobs ran a nanocap CPG brand" @taobanker on X 2025-03-05 19:48:33 UTC 6995 followers, 1471 engagements
"Which euro utility do you like more than $vie.pa $veoey or $fcc" @taobanker on X 2025-06-20 22:28:34 UTC 6998 followers, XXX engagements
"@ShareholderSimp I mean if you did your own numbers and you feel confident in them that's one thing. But sell side numbers are made up" @taobanker on X 2025-07-18 13:28:15 UTC 7005 followers, XX engagements
"$KR allowing everyone in the ghetto to check themselves out is pretty insane I must say" @taobanker on X 2025-07-14 15:11:18 UTC 6984 followers, XXX engagements
"$WIIM this is possibly the cheapest stonk i've ever found. this is an insane price for a tobacco company paying a XX% dividend making huge investments" @taobanker on X 2024-11-24 23:33:54 UTC 6998 followers, 2170 engagements
"You should check out my blog if you want to know which energy stonks I own" @taobanker on X 2025-07-15 17:31:15 UTC 6989 followers, 4279 engagements
"$REGN has a reputation as a horrible employer $GMAB has a reputation as a fantastic employer This matters a lot in my opinion" @taobanker on X 2025-07-09 15:27:13 UTC 7005 followers, 2238 engagements
"I own $bme.l because it's very cheap. But $abf.l is actually an incredibly good business too. Which is crazy. This is one of the most well-rounded defensive conglomerates on the market. But since it's in the U.K. it gets a 10x multiple. lmao" @taobanker on X 2025-07-02 01:24:18 UTC 7005 followers, 3176 engagements
"just picked up some $VEOEY interesting french water/waste utility with solid financials / growth projections. Looks like they made successful acquisition(s) recently" @taobanker on X 2023-12-29 17:29:30 UTC 6993 followers, 2969 engagements
"$CPB price target channel suggests we now need to wait for $XX to buy.at that point you gotta wonder whether panicans take this thing down to the GFC lows @ $25" @taobanker on X 2025-07-20 15:34:52 UTC 7005 followers, 1336 engagements
"@toiletkingcap My quant says that Xi was about to bring down the hammer then had a stroke and the princelings took over" @taobanker on X 2025-07-20 02:13:01 UTC 6984 followers, XXX engagements
"go pull intelligent investor out of the trash can. congratulations. you are now qualified to buy $bb.pa" @taobanker on X 2025-07-07 14:03:15 UTC 7005 followers, XXX engagements
"Holy fuck LMAO. Within X years it's gone from "Taobanker is crazy for thinking he can trade against market makers" to this. Picture from reddit:" @taobanker on X 2025-07-19 16:29:52 UTC 6996 followers, 11.9K engagements
"I picked up a X% position in $LMT. In short I think the market is pricing in terminal risk too aggressively. I think the F-16 will continue to be competitive (+ an entry point to be able to buy more US technology) the F-22 has more runway for upgrades and the F-35 upgrades will be a resounding success. If Boeing stumbles on the F-47 all of that upside intensifies" @taobanker on X 2025-07-22 16:16:04 UTC 7005 followers, 4045 engagements
"Earnings tomorrow: got a hot take Say something As a thought experiment I wish I took Burberry and Macy's into earnings.and you know what toss in $GEOS last second too $M $PLCE $ARCO $ECOR.L $BRBY.L $WSM $VITFF $CATO $SENEA $GEOS $NGVC $MATW $BNEFF $MBCF" @taobanker on X 2023-11-15 23:25:43 UTC 7005 followers, 2434 engagements
"rejected for $etsy interview even though I've worked at a competitor lol resume drops are literally pointless now" @taobanker on X 2025-07-16 14:30:22 UTC 6996 followers, 2277 engagements
"Apparently Xi has lowkey lost a lot of power over the last year" @taobanker on X 2025-07-20 01:49:51 UTC 6994 followers, 2933 engagements
"I bet reading this post as a $fvrr shareholder hits different lmao" @taobanker on X 2025-07-07 00:27:51 UTC 7005 followers, 1608 engagements
"Alright listen. Serious mode guys. We need to figure out what we are buying between $moh $cnc and $unh. If you know what's going on here please help brodies out. I am clueless" @taobanker on X 2025-07-02 14:37:12 UTC 6986 followers, 6643 engagements
"@DaBao_ Sigh. I only own $bme because I'm capped out on $abf" @taobanker on X 2025-07-15 12:08:16 UTC 6984 followers, XXX engagements
"The Nasdaq should double its listing fees and send YTD screenshots of FTSE stonks to anyone who complains" @taobanker on X 2025-07-22 21:09:43 UTC 7005 followers, XXX engagements
"@niubi1988 i own $crmd whats the deal with cvtx" @taobanker on X 2025-07-14 16:06:58 UTC 6999 followers, XXX engagements
"$ABF.L buying $BME.L is a no brainer It's killing me that I don't get paid millions to dream up m&a deals all day" @taobanker on X 2025-06-24 22:29:01 UTC 6996 followers, 1159 engagements
"The reason you need to force-feed your SVP bullet points is that gen-x has been oneshotted by ipad video games designed for toddlers Just sat next to one who played some variant of tetris on his phone for an hour straight -- zero interruptions -- and it was causing him noticeable stress as he took a deep breath every few minutes. The game appeared to be so simple as to serve as a useful screen for mental retardation. Up a few rows I could see a boomer doing the same on his ipad. Old people are retarded and this is a hill I'm willing to die on" @taobanker on X 2025-07-14 00:36:29 UTC 6989 followers, 1801 engagements
"finally got some decent volume in $CURN one of the most illiquid stocks i've ever seen. an idea i stole from @DakotasTwits" @taobanker on X 2023-09-29 17:59:53 UTC 6996 followers, XXX engagements
"why is $moh $cnc pumping am i dumb for typing this instead of buying more rn" @taobanker on X 2025-07-09 16:12:46 UTC 6999 followers, 1201 engagements
"I was going to make a bullish $CPB post on the back of @jbulltard1 bullish options flow signal but I see two pretty concerning signals: 1) $CPB lowest street target now lowered to $28.An absolute bludgeoning. In my research this is bearish 2) Furthermore shorts have aggressively ramped up in the last few weeks My best guess Rao's is turning into a disaster from excessive competition. One more puke incoming" @taobanker on X 2025-07-18 15:29:57 UTC 6994 followers, 2462 engagements
"@CatNyanpital spot a lot of $docs.l they been blowing up in italy" @taobanker on X 2025-07-19 15:12:38 UTC 6989 followers, XX engagements
"It makes zero sense for $LMT to sell the F-35 at a lower price point than euro shitplanes. They should charge at least $200mm each" @taobanker on X 2025-07-20 00:47:04 UTC 7005 followers, 1274 engagements
"$LMT: X% earnings yield X% buyback X% growth XX% IRR" @taobanker on X 2025-07-22 13:05:18 UTC 7005 followers, 4229 engagements
"@Investor_NICK_ Maybe for airport maxis. Otherwise opportunity cost of other cards is too high. Make sure to hassle them every few years for a retention bonus at least bro" @taobanker on X 2025-07-19 17:35:42 UTC 6995 followers, 1737 engagements
"$crrfy $ca.pa carrefour struggling lately. Think this is an opportunity to be decisive if you want to get on the french dividend bus" @taobanker on X 2025-06-17 00:00:59 UTC 7005 followers, 1731 engagements
"This is why you unfortunately can't actually date long term out of your league in NYC. The city is ruthlessly efficient and you will get snipered. When I was going out with an XXX I literally got mogged by a lesbian at the bar who tried to steal her from me" @taobanker on X 2025-07-12 16:02:08 UTC 7005 followers, 1174 engagements
"in my experience nearly everything can backfire say you sell covered calls now you could end up with short term gains on your calls while the long term gains you were "counting on" in your underlying vaporize lol or say you buy section 1256 hedges but lose money instead of make money on hedge -- now you're erasing hard fought long term gains" @taobanker on X 2025-07-22 20:36:26 UTC 7005 followers, XXX engagements
"one of the best tells to go long on this website is when you see pod guys consoling each other that their short is still a good idea $brby.l $burby" @taobanker on X 2025-07-18 10:42:22 UTC 7005 followers, XXX engagements
"I bought some $mtch because of this apple payments thing" @taobanker on X 2025-07-03 14:44:18 UTC 7005 followers, 1645 engagements
"Just passed by $rdi angelika film center the city hits different when you have a watchlist of over 1000 stonks" @taobanker on X 2025-07-12 02:13:42 UTC 6986 followers, XXX engagements
"$TPC this is one of my biggest fumbles of the cycle. When companies with big backlogs and fixed contracts (that take time to burn off) turn around.the market never expects it. Fuuuuuck Is $MTRX closest analogy today" @taobanker on X 2025-07-17 14:12:57 UTC 6999 followers, XXX engagements
"You have to love that uniquely American $LMT panic into the close. "What Lockheed isn't working anymore Dump it and split the proceeds between pre revenue raw earths and pre bankruptcy short squeezes."" @taobanker on X 2025-07-22 19:49:42 UTC 7005 followers, XXX engagements
"I'm genuinely thinking about doing the following: Posting the absolutely-admittedly shittiest DD ever (e.g. "I read they did current hype thing X years ago literally have no idea what the company is doing now i'm buying this purely to own dogshit hype factor in fact it might be some sort of scam) ______ Would anything be wrong with that Would it make a difference if I already owned any at the time Would it matter when I sold" @taobanker on X 2025-07-18 22:52:07 UTC 6986 followers, 1234 engagements
"Some ideas for the week ahead $GTBIF $WDAY $BUR $MTCH $CNC $MOH" @taobanker on X 2025-07-06 18:49:52 UTC 7005 followers, 7162 engagements
"@volcrushed Nah I'm just trading up my gold (altho giving up 4x on dining is actually kinda crazy) .I'm a card minimalist" @taobanker on X 2025-07-19 18:09:07 UTC 6994 followers, XXX engagements
"$ASBFY $ABF.L You don't really actually need to write any words to understand why this is a buy. These X charts are enough" @taobanker on X 2025-02-23 21:56:35 UTC 6987 followers, XXX engagements
"@invertedfragil1 yeah maybe a little poland $abf.l and $src.l and call it a day" @taobanker on X 2025-02-17 04:44:19 UTC 6987 followers, XXX engagements
"$bme.l $bmrry what is there to say. it was too obviously cheap right out in the open for too long. I got suckered in here and now I'm getting UK'd" @taobanker on X 2025-07-15 11:54:13 UTC 7005 followers, 2611 engagements
"Any wood bros wanna' give up some hot takes on $bcc" @taobanker on X 2025-07-18 19:58:44 UTC 6999 followers, XXX engagements
"@CatNyanpital I think it's actually fragrances that are the bulk of it but it's a fairly diversified segment" @taobanker on X 2025-07-16 16:00:30 UTC 6988 followers, XXX engagements
"@RecoveryTrade I'm not sure that there are. $CPB owns two of the best potato chip brands the best pretzel brand the best peanut butter crackers brand goldfish and pepperidge farm (incl milanos). They are incredibly lindy compared to shitcos $CAG $KHC. $KRYAY however is interesting" @taobanker on X 2023-09-01 19:38:52 UTC 6994 followers, XXX engagements
"@Investor_NICK_ you know about this bro this is huge" @taobanker on X 2025-07-19 19:31:12 UTC 6993 followers, 1049 engagements
"@volcrushed @extradeadjcb it really is XX% of the current shitposting meta for women" @taobanker on X 2025-07-20 23:54:20 UTC 7005 followers, XXX engagements
"Schwab Amex Plat: - 5x points on airfare/hotels - XXX points -- brokerage monies conversion - Brother you're getting XXX% cash back on travel - Plus free hotel room upgrades - We're practically getting paid to travel - Possible implications that @Investor_NICK_ is lifestylefrauding / pointsmaxxing" @taobanker on X 2025-07-19 18:49:02 UTC 7005 followers, 5310 engagements
"$TRBR I think almost all of us underestimated how competitive this landscape is. There are like XX different startup protein bar brands floating around instagram these days. That said this actually makes me think more favorably of the Costco partnership. It highlights our competitive position as well as the reality that being an upstart in this business is NOT about making GAAP profits. It's way way too competitive and early to be focused on generating profit" @taobanker on X 2025-07-08 17:31:18 UTC 6994 followers, 2260 engagements
"Current poorozone buy list: Staples: $BMRRY $ASBFY $CABGY $REMYY $JDW.L Olvi Oyj Rosenbauer Utilities: EVN AG FCC $VEOEY Stones: Buzzi $HDELY $SRC.L Resource shitcos: $EQNR $UMICY $NTOIY $KPLUY $SBO.VI $OMVKY $OTL Unsure/cheaper: $RBGLY $HENKY $KRYAY $CZMWY $CCHGY $VCISY $MARS.L $HKHHY $DEO $CFRUY Vidrala" @taobanker on X 2024-12-01 02:46:59 UTC 6996 followers, 2094 engagements
"Coping with a mid-day damage report: $BB.PA -XXX% $PAX -XXX% $BLX -XXX% $DIS -XXX% $NVO -XXX% $HII -X% $PINS -XXX% $MTRX -XX% $PBF -XXXX% $REGN -XXX% $HDSN -XXX% $BYG.L -XXX% $EVC -XXX% $BURBY -6.1%" @taobanker on X 2025-04-04 17:40:57 UTC 7005 followers, 2557 engagements
"Concentrated investing a short story: "Thesis intact." "I added." "Ridiculous." "Adding again." "Breaking my rules here to add more." Silence." @taobanker on X 2025-07-17 17:02:27 UTC 6987 followers, 17.3K engagements
"Wow. Ponzi financing has now made its way into Costco financially engineered to a perfection such that retail is now holding a hot potato of restaurant gift cards lmao Add this to the list of reasons the economy hasn't cracked yet.on business side there are all sorts of alternative financing these days; on consumer side worst case people can turn to uber/doordash for income" @taobanker on X 2025-07-19 20:02:33 UTC 6993 followers, 2709 engagements
"millennials are having babies and you're not bullish on $cri please explain yourself" @taobanker on X 2025-07-16 15:21:38 UTC 6993 followers, XXX engagements
"@evrgn11112231 you might like this basically like b&m in Finland" @taobanker on X 2025-07-18 20:24:46 UTC 6986 followers, XXX engagements
"I have X% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD" @taobanker on X 2025-07-22 21:32:31 UTC 7005 followers, 2416 engagements
"$umicy $umi.br interesting example of virtues of @Citrini7 basket approach. I waffled around and ultimately missed the big move. Goatrini saw the upside sized it accordingly didn't try to time it and worked on his garden. Lesson there" @taobanker on X 2025-06-10 15:18:50 UTC 7005 followers, 3801 engagements
"$bb.pa is definitely a buy here. not looking to debate nerds on this one. the price is right" @taobanker on X 2025-07-07 13:57:13 UTC 7005 followers, 1542 engagements
"Updated thoughts on rocks: - Currently own $BZU.MI $GCC.MX $SRC.L and some $5232 - $INTP getting quite cheap - $XXX looking hella cheap can't tell quite what's going on there tho -- seems like they get a lot of government subsidies - Hella fucking pissed off that I missed the big move in $1515 - Looking to buy more $5232 for US exposure" @taobanker on X 2025-02-25 20:13:16 UTC 7006 followers, 1049 engagements
"I feel like I'm one of the only people focusing on international listings with significant U.S. revenue: $KNBWY (25%+) $BZU.MI (50%) $GCC.MX (majority) $GRUMAB.MX (majority) $5233.T (majority of income) $BB.PA (30%) $YAMCY (20%+)" @taobanker on X 2025-07-03 19:20:43 UTC 6999 followers, 1273 engagements
"Latin America & Asia (ex-Japan ex-tobacco ex-cement/limestone): - I own a little liverpool like .5% too lazy to get a proper fill - I think $pax is probably a good buy here.I've traded this stock a lot - $mlbi and $avia my top stocks to watch in indonesia. Super cheap if you believe growth is coming not that cheap if you don't believe growth is coming + scared of government - $enic is a pretty interesting play on hydro power - Would like to buy $arco bangkok airways $grumab $htc at the right price. Haven't heard the best things about $arco management and there's a lack of transparency on" @taobanker on X 2025-03-31 20:58:01 UTC 6993 followers, 1522 engagements
"Interesting that $BB.PA bought back over 50k shares recently. X% of share count Apparently unphased by new buyback tax" @taobanker on X 2025-07-07 20:06:41 UTC 7005 followers, 1132 engagements
"The light is gone from the eyes of the new Cava employee after just one week. I knew they were going to drag her down. This is sad as hell man" @taobanker on X 2025-07-18 16:30:38 UTC 6997 followers, 2295 engagements