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# ![@taobanker Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1326694710933676033.png) @taobanker taobanker

No specific company is dominating the conversation. However, some stocks being discussed include $tap, $moh, $cnc, $yelp, $mgni, $abf.l, $bme.l, and $cold. The Supreme Court and US politics are also being mentioned, with some users discussing the potential impact on certain stocks.

### Engagements: XXXXXX [#](/creator/twitter::1326694710933676033/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +26%
- X Months XXXXXXXXX +102%
- X Year XXXXXXXXX +277%

### Mentions: XXX [#](/creator/twitter::1326694710933676033/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:posts_active.svg)

- X Week XXX -XX%
- X Month XXXXX -XXXX%
- X Months XXXXX +80%
- X Year XXXXX +144%

### Followers: XXXXX [#](/creator/twitter::1326694710933676033/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:followers.svg)

- X Week XXXXX +0.82%
- X Month XXXXX +9.20%
- X Months XXXXX +37%
- X Year XXXXX +240%

### CreatorRank: XXXXXXX [#](/creator/twitter::1326694710933676033/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1326694710933676033/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [currencies](/list/currencies)  XXXX% [countries](/list/countries)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [musicians](/list/musicians)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$kmx](/topic/$kmx) #1, [$tap](/topic/$tap) #6, [money](/topic/money) 2.49%, [$bmel](/topic/$bmel) #1, [if you](/topic/if-you) 2.21%, [$5233t](/topic/$5233t) #1, [$bzumi](/topic/$bzumi) #1, [debt](/topic/debt) #1315, [stocks](/topic/stocks) #3284, [dividend](/topic/dividend) #665

**Top accounts mentioned or mentioned by**
[@nuggetcapital](/creator/undefined) [@jnconkle](/creator/undefined) [@capitalfang](/creator/undefined) [@kanye8210](/creator/undefined) [@secrets4stocks](/creator/undefined) [@bobertbedford](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@cmo040958](/creator/undefined) [@amstal2](/creator/undefined) [@hugomanenti](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@grok](/creator/undefined) [@stateslacker](/creator/undefined) [@saynototrading](/creator/undefined) [@flippyfloppy52](/creator/undefined) [@blondesnmoney](/creator/undefined) [@kerrisdalecap](/creator/undefined) [@pantexcap](/creator/undefined) [@mrneutralman](/creator/undefined) [@zarathustracap](/creator/undefined)

**Top assets mentioned**
[CarMax, Inc (KMX)](/topic/$kmx) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Procter & Gamble (PG)](/topic/$pg) [Carter's Inc. (CRI)](/topic/$cri) [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [MediBloc (MED)](/topic/$med) [Kodiak Gas Services, Inc. (KGS)](/topic/$kgs) [Nodecoin (NC)](/topic/$nc) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [Nexa (NEXA)](/topic/$nexa) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Limitus (LMT)](/topic/$lmt) [Flowers Foods, Inc. (FLO)](/topic/$flo) [Acco Brands Corporation (ACCO)](/topic/$acco) [Medicalchain (MTN)](/topic/$mtn) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [CoinEx Token (CET)](/topic/$cet) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [CarGurus, Inc. Class A Common Stock (CARG)](/topic/$carg) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Campbell Soup Company (CPB)](/topic/$cpb) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Mosaic Co (MOS)](/topic/$mos) [VF Corp (VFC)](/topic/$vfc) [Centene Corp (CNC)](/topic/$cnc) [Stericycle Inc (SRCL)](/topic/$srcl) [Target Corporation (TGT)](/topic/$tgt) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Alexander's Inc. (ALX)](/topic/$alx) [Innovative Solutions & Support (ISSC)](/topic/$issc) [aelf (ELF)](/topic/$elf) [Crocs, Inc. (CROX)](/topic/$crox) [Cross The Ages (CTA)](/topic/$cta) [Neural Protocol (NRP)](/topic/$nrp) [WEN Token (WEN)](/topic/$wen)
### Top Social Posts
Top posts by engagements in the last XX hours

"$MED -XXX% net debt to market cap -X% working capital XX% PPE"  
[X Link](https://x.com/taobanker/status/1988754088138535194)  2025-11-12T23:41Z 8950 followers, XXX engagements


"$ww reorged but is still forecasted to have XX% revenue decline with over XXX% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake"  
[X Link](https://x.com/taobanker/status/1990908013415158011)  2025-11-18T22:20Z 8951 followers, 2340 engagements


"A great investor is someone who beats the S&P by XXX bps over XX years. A great trader is someone who makes like 100%+ a year until they have millions of dollars. Why exactly do we glorify investors"  
[X Link](https://x.com/taobanker/status/1996414376023298508)  2025-12-04T03:00Z 8951 followers, 81.8K engagements


"Daily reminder: The Fed balance sheet is at April 2020 size even though the economy grew a ton since then. Stonks are at all time highs. No one understands what is going on"  
[X Link](https://x.com/taobanker/status/1998172847446143368)  2025-12-08T23:28Z 8951 followers, 1485 engagements


"$PG GOD DAMN MAN LOOK WHAT THEY DID TO MY BOY IF GOLD WASN'T UP XXX% THIS YEAR A LOT OF BOOMERS WOULD BE HAVING A MENTAL HEALTH CRISIS"  
[X Link](https://x.com/taobanker/status/1998206225838948670)  2025-12-09T01:41Z 8951 followers, 1972 engagements


"$med i've never seen something blow up quite like this i mean this is really incredible"  
[X Link](https://x.com/taobanker/status/1995647808825950683)  2025-12-02T00:14Z 8947 followers, XXX engagements


"To be clear I mean trades with the trader labeled"  
[X Link](https://x.com/taobanker/status/1998449924489556205)  2025-12-09T17:49Z 8951 followers, XXX engagements


"Opened up $CPB quarterly deck and saw that they're talking about premiumizationizing milano cookies lmao Absolute morons"  
[X Link](https://x.com/taobanker/status/1998463851679953122)  2025-12-09T18:44Z 8951 followers, 1201 engagements


"A lot of people think Steinhardt's Market Wizards interview is completely arrogant but I will say he's one of the only guys who talks about how to be light on your feet and pick spots to take a stand without exposing yourself to known terrible risk mgmt such as stop losses"  
[X Link](https://x.com/taobanker/status/1998489276527305067)  2025-12-09T20:25Z 8951 followers, XXX engagements


"$ww reorged but is still forecasted to have X% revenue decline with over XXX% of its current market cap in debt and negative working capital. why own this instead of $med which has a strong balance sheet and $lfmd stake"  
[X Link](https://x.com/taobanker/status/1964746274374377830)  2025-09-07T17:43Z 8951 followers, 5664 engagements


"Have you been watching what's going on in $MAA Absolute bludgeoning in this sunbelt REIT which is lightly-levered As I've been warning for a while real estate valuations remained too high relative to realcos. There are now good opportunities with $TLT breaking out"  
[X Link](https://x.com/taobanker/status/1983334728372760941)  2025-10-29T00:47Z 8945 followers, 2218 engagements


"I'm gonna be super clear about this: BUY COMMODITY BEER $TAP"  
[X Link](https://x.com/taobanker/status/1991856553499234411)  2025-11-21T13:09Z 8947 followers, 4485 engagements


"@CapitalFang I never really followed $JACK at some point i tweeted that I found the balance sheet too problematic and was going to just stay away. I'm a big balance sheet guy"  
[X Link](https://x.com/taobanker/status/1997490383018987992)  2025-12-07T02:16Z 8944 followers, XXX engagements


"$alex takeunder by blackstone JV at XX% premium to manipulated XX week low.robbery"  
[X Link](https://x.com/taobanker/status/1998161982650986496)  2025-12-08T22:45Z 8951 followers, 1868 engagements


"Imagine having one of your bois plugged in lowkey live streaming the FOMC meeting to you & knowing that you'll get away with it because you're absolute dawgs gotta be a top all time feeling"  
[X Link](https://x.com/taobanker/status/1998462728755683765)  2025-12-09T18:40Z 8951 followers, XXX engagements


"@BobertBedford @blondesnmoney @louie_da_perl @GoForGrubes2 Hmm I remember when they had a US listing.that would be easier for me to buy. I'm looking at $MOS because gate city capital owns it and $KPLUY because i think it's kinda flying under the radar perpetually"  
[X Link](https://x.com/taobanker/status/1998490628515397637)  2025-12-09T20:31Z 8951 followers, XX engagements


"Watchlist winners and losers going into the close: Losers $ADRNY $AD.AS -X% $LEGH -XXX% $CVCO -XXX% $VFC -XXX% $ECOR.L $ECRAF -XXX% Winners $GEOS +7.4% (fml) $FVRR +4.3% $GHM +3.5% $SMRT +3.3% $GSM +2.7%"  
[X Link](https://x.com/taobanker/status/1699140882866278879)  2023-09-05T19:22Z 8944 followers, 1001 engagements


"Sometimes you find a stock for the first time and it's so cheap that it makes no sense then you don't do anything and the market proves to you that it was too cheap. $TOKMAN $ANDR.VI"  
[X Link](https://x.com/taobanker/status/1884322397844918701)  2025-01-28T19:27Z 8944 followers, XXX engagements


"Just saw a portfolio of a hedge fund manager with $1bb+ whose AUM has been trickling away for years founded in 2000. Runs a "concentrated strategy with less than XX stocks". Over half his assets are in $AHT.L . Seems to have one analyst and looking to hire another. This industry is such a fracking grift it's not even funny. He already made his career yet still greedy to scam investors out of fees"  
[X Link](https://x.com/taobanker/status/1884789493078618451)  2025-01-30T02:23Z 8944 followers, 47.3K engagements


"$remyy $rco.pa edition"  
[X Link](https://x.com/taobanker/status/1895513069851382085)  2025-02-28T16:35Z 8944 followers, XXX 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"  
[X Link](https://x.com/taobanker/status/1934763165415596298)  2025-06-17T00:00Z 8951 followers, 2308 engagements


"Some ideas for the week ahead type shit $TAP $GEOS $ACCO $CRWS $GOOG $CNC $TMO"  
[X Link](https://x.com/taobanker/status/1936812893330387442)  2025-06-22T15:45Z 8944 followers, 8452 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"  
[X Link](https://x.com/taobanker/status/1940213514087669952)  2025-07-02T00:58Z 8951 followers, 15.4K engagements


"I have X% positions in: $BZU.MI $GCC.MX $SRC.L $5233.T $ABF.L $BME.L $NGS $PNRG $IAUX $CNRD"  
[X Link](https://x.com/taobanker/status/1947771763871649922)  2025-07-22T21:32Z 8944 followers, 5097 engagements


"Significant U.S. revenue: $FCC $ADRNY $BZU.MI $5233.T $BB.PA $FILA.MI $GCC.MX $GRUMAB"  
[X Link](https://x.com/taobanker/status/1953238717507764523)  2025-08-06T23:36Z 8950 followers, 2302 engagements


"The threshold between "that's interesting" and putting on exposure or forming a trading plan is everything. For example take insider buys on $trox recently or massive move in $msos. Did you "find it interesting" or did you think of a way to get the right amount of exposure in the right way. Personally I just found them interesting lol"  
[X Link](https://x.com/taobanker/status/1957835596824449472)  2025-08-19T16:02Z 8945 followers, XXX engagements


"Here's my top euro buy list: $DOM.L $OLVAS $FILA.MI $CALT.MI $VIE.PA $FCC.MC Any objections I'm on the verge of pulling the trigger on all of these. Main hesitation is what if the dollar rallies"  
[X Link](https://x.com/taobanker/status/1963004469131571308)  2025-09-02T22:21Z 8942 followers, 2175 engagements


"Alright I couldn't resist the $FLO dividend. Picked some up again"  
[X Link](https://x.com/taobanker/status/1967646810610208894)  2025-09-15T17:48Z 8942 followers, 1201 engagements


"don't hate me for this but i think $rco.pa works from here"  
[X Link](https://x.com/taobanker/status/1968804531220664343)  2025-09-18T22:29Z 8944 followers, XXX engagements


"lowkey remember i wrote that post about dividend stocks a few weeks back and it got a bunch of likes so i realized it was dumb and rethought my strategy. ended up ditching $ups $tgt to focus on $moh $cnc since the thesis is simpler since it's based off pretty straightforward politics (money isn't real). along those lines I'm looking at $bah like I just know these guys are gonna rebound one way or another sure as goldman sachs. problem is the valuation just isn't there for me at 15x lowest earnings estimates. Guy like me could need this stock to fall another 20%"  
[X Link](https://x.com/taobanker/status/1970970968462872917)  2025-09-24T21:57Z 8943 followers, 3162 engagements


"$ALX should sell off everything except bloomberg building then tokenize itself on the blockchain.whatever that means"  
[X Link](https://x.com/taobanker/status/1973155094716883141)  2025-09-30T22:36Z 8944 followers, XXX engagements


"$PEW Grab-A-Gun online gun retailer and busted IPO seems dumb enough to work in this market"  
[X Link](https://x.com/taobanker/status/1973448124678205506)  2025-10-01T18:01Z 8944 followers, 2304 engagements


"I only need X stocks: $BZU.MI $GCC.MX $5233.T Simply own rocks around the world and you'll be fine"  
[X Link](https://x.com/taobanker/status/1974094902289182868)  2025-10-03T12:51Z 8944 followers, 1104 engagements


"i sold my $fila.mi $bb.pa and $fcc.mc . it's just not worth holding these illiquid F tickers for me rn"  
[X Link](https://x.com/taobanker/status/1974109101774029213)  2025-10-03T13:47Z 8951 followers, 1000 engagements


"no one has tweeted about $tep.pa for over a month"  
[X Link](https://x.com/taobanker/status/1978737576128192642)  2025-10-16T08:19Z 8942 followers, 1684 engagements


"why is $mtn struggling in k shape recovery jack price. raise the bar. keep out poors"  
[X Link](https://x.com/taobanker/status/1978824930201313315)  2025-10-16T14:06Z 8945 followers, 1071 engagements


"I saw that $ORR owns $GRUMAB.MX dominant tortilla player and share cannibal trading at 10-12x near term earnings"  
[X Link](https://x.com/taobanker/status/1979552478388728176)  2025-10-18T14:17Z 8950 followers, 7033 engagements


"The interesting thing about it $kos is that it isn't total dogshit which implies that it could 5x-10x if pricing recovers"  
[X Link](https://x.com/taobanker/status/1980365711139828185)  2025-10-20T20:09Z 8941 followers, 1772 engagements


"What happened to $ISSC Was there news or did someone just turbo dump"  
[X Link](https://x.com/taobanker/status/1981120478006931656)  2025-10-22T22:08Z 8944 followers, 1337 engagements


"@KerrisdaleCap This space is rich with special situations and misvaluations. Next steps for you is to check out $GCC.MX $5233.T and $IMC.MC"  
[X Link](https://x.com/taobanker/status/1981805753858941134)  2025-10-24T19:31Z 8944 followers, 1513 engagements


"If you'll kindly note my proprietary adj rock earnings has neatly sorted $bzu.mi and $5233.t to the top of the actual smid cap cementcos on this list -- both are subjects of recent activist campaigns / long reports. this adj rock earnings thing is pretty kickass"  
[X Link](https://x.com/taobanker/status/1981852254715220350)  2025-10-24T22:36Z 8944 followers, 1685 engagements


"Your goal should be to become so big that when you blow up a small regional bank is forced to give you an interest free XX year loan $CARE"  
[X Link](https://x.com/taobanker/status/1981860449705701595)  2025-10-24T23:08Z 8945 followers, 1256 engagements


"holy shit $are got turbo nuked is it over"  
[X Link](https://x.com/taobanker/status/1983237428073685056)  2025-10-28T18:20Z 8944 followers, 1147 engagements


"Towerview has been bagholding $TRC for SEVENTEEN YEARS"  
[X Link](https://x.com/taobanker/status/1983965780086857762)  2025-10-30T18:34Z 8944 followers, XXX engagements


"$ISSC obvious comment Everyone sold for short term reasons"  
[X Link](https://x.com/taobanker/status/1983989395578564663)  2025-10-30T20:08Z 8944 followers, XXX engagements


"$ABL listen all I'm saying is that these 3-6 month double dip washouts have been the market's go-to move for setting bottoms"  
[X Link](https://x.com/taobanker/status/1984361898419343783)  2025-10-31T20:48Z 8943 followers, 1019 engagements


"jfc citrini wrote a lot about gas. I ain't reading all that. Nice to see the compression shoutout tho with $KGS. Will ask my AI to summarize how it relates to $PNRG"  
[X Link](https://x.com/taobanker/status/1984648070152265953)  2025-11-01T15:45Z 8944 followers, 1101 engagements


"US Grocery Comp table $ACI $KR $VLGEA $IMKTA $WMK $SFM $NGVC Notes: - Surprised to see the breadth of sector shorting with even $WMK shorted - I think $SFM is buyable but it's a bet on their consumer sticking around w/ price hikes - Looking to re-enter $VLGEA after tax wash"  
[X Link](https://x.com/taobanker/status/1985770503684948306)  2025-11-04T18:05Z 8945 followers, 1590 engagements


"Hey listen for any of you out there thinking about "slowing down" your activity one stock that's at the top of my list is $CET. It's a closed end fund that owns an insurance company stake + long term equity positions. Trades at a discount"  
[X Link](https://x.com/taobanker/status/1985819365137334669)  2025-11-04T21:20Z 8942 followers, XXX engagements


"$KMX closed at .75 TBV Please explain how you lose money buying here"  
[X Link](https://x.com/taobanker/status/1986551841870782748)  2025-11-06T21:50Z 8943 followers, 1836 engagements


"have you guys noticed that not a single person except me is talking about how $kmx is trading at .76 of tangible book value including some massively depreciated real estate and land at cost basis"  
[X Link](https://x.com/taobanker/status/1986868458345140715)  2025-11-07T18:48Z 8942 followers, 6693 engagements


"I'm dead serious at this price it would be wise for some larger company that's bullish on virginia to acquire $kmx to liquidate it and take over their richmond campus"  
[X Link](https://x.com/taobanker/status/1986872414551036395)  2025-11-07T19:04Z 8942 followers, XXX engagements


"if you're trying to get in after the riverroad beef this is as good as it gets w/ $KMX. last time i talked to this guy he was saying $ELF was going bankrupt before it doubled"  
[X Link](https://x.com/taobanker/status/1986873579057578303)  2025-11-07T19:09Z 8942 followers, XXX engagements


"Dudes like river road will devote half of their fund letter to Marcus Aurelius' Meditations then call you crazy + block you for suggesting $KMX isn't going bankrupt"  
[X Link](https://x.com/taobanker/status/1986905610529505759)  2025-11-07T21:16Z 8942 followers, 3195 engagements


"I just talked it out with ChatGPT. Came up with absolute worst case downside $XX for $KMX. If you wake up one day in the next year or so and you see it trading there it could be a good buy. Here's what it comes down to: 1) Used car loans got pretty insane these last few years"  
[X Link](https://x.com/taobanker/status/1987210616445038617)  2025-11-08T17:28Z 8942 followers, XXX engagements


"All American companies end up with the same issues $kmx"  
[X Link](https://x.com/taobanker/status/1987260791200919851)  2025-11-08T20:47Z 8942 followers, 2264 engagements


"$NC lowkey breaking out. You can read more about this contract limestone/coal miner and lead contractor of $LAC thacker pass project here:"  
[X Link](https://x.com/taobanker/status/1987948764720505015)  2025-11-10T18:21Z 8944 followers, 1959 engagements


"$tap might make a bid for $fevr.l the financials might mke sense if they fudge enough synergies"  
[X Link](https://x.com/taobanker/status/1988047489606259108)  2025-11-11T00:53Z 8945 followers, 1633 engagements


"Excellent new $NC article out by @Scav_Ledger"  
[X Link](https://x.com/taobanker/status/1988249322941505666)  2025-11-11T14:15Z 8944 followers, XXX engagements


"$KMX please DM me if riverroad covers"  
[X Link](https://x.com/taobanker/status/1988263661777899680)  2025-11-11T15:12Z 8944 followers, 1142 engagements


"$COLD $LINE we have entered the puke zone. these stocks are ruining investing careers at this point. otherwise good real estate analysts completely missed the cyclical dynamics. that said cycles turn both ways.could be tons of money to be made here"  
[X Link](https://x.com/taobanker/status/1988322952887296011)  2025-11-11T19:08Z 8944 followers, 1777 engagements


"@PantexCap It used to be the darling real estate subsector but it became overbuilt like crazy"  
[X Link](https://x.com/taobanker/status/1988408152254280095)  2025-11-12T00:47Z 8941 followers, XXX engagements


"Thinking about this rather excellent $NEXA writeup. Outstanding explanation of the mining cost accounting. Seems like main issue here is the debt but in many ways that's exactly what you want in a deep turnaround. I will be considering a full sized position"  
[X Link](https://x.com/taobanker/status/1988551251840168310)  2025-11-12T10:15Z 8945 followers, 4719 engagements


"Just loaded up on $NEXA. It's thinly traded but I don't really care much about moving the price. Shit reminds me of $CNRD. If you buy it here you're either so right or so wrong X% or XX% just doesn't matter"  
[X Link](https://x.com/taobanker/status/1988627853034856803)  2025-11-12T15:20Z 8945 followers, 1260 engagements


"Author of this $NEXA writeup lowkey left the best bit in the comments. a stream on XX% of their silver production on largest mine will be reduced to XX% within the year. massive value unlock. I am long"  
[X Link](https://x.com/taobanker/status/1988661040712983022)  2025-11-12T17:31Z 8945 followers, 1898 engagements


"I'm changing my mind again. $CROX $LULU $AEO $BBW all a bit suss at these prices imo. I think for many reasons the best risk-reward is to buckle up with $ANF and possibly $CRI but the latter requires more research"  
[X Link](https://x.com/taobanker/status/1988765858936840690)  2025-11-13T00:28Z 8940 followers, 1640 engagements


"$CMG hella bounced today Similar trade setup is $LINE at a XX% discount to the lowest street target probably good for a short term trade"  
[X Link](https://x.com/taobanker/status/1988798195070374338)  2025-11-13T02:36Z 8944 followers, 2141 engagements


"@tsxman $LINE arranged for delivery of my Giordano's pizza through $UPS partnership it seems. No complaints"  
[X Link](https://x.com/taobanker/status/1988810369591308460)  2025-11-13T03:25Z 8944 followers, XXX engagements


"Last post about $nexa but it's wild how people aren't even really talking about how their main product zinc has been surging in price for months. No one is even really sketching out a real bull case. But it's absolutely massive"  
[X Link](https://x.com/taobanker/status/1989015644843696374)  2025-11-13T17:00Z 8945 followers, 1006 engagements


"$EQT selling down another chunk of $KGS could be a great opportunity to add exposure to compression space"  
[X Link](https://x.com/taobanker/status/1989022548449689756)  2025-11-13T17:28Z 8944 followers, XXX engagements


"@blondesnmoney How about $ALX inspector You can brag to your bloomberg sales agent that you own the building"  
[X Link](https://x.com/taobanker/status/1989083235599732957)  2025-11-13T21:29Z 8944 followers, 1299 engagements


"Was just catching up on VIC pitches. One guy wrote an entire industry research report about GLP drugs and generational alcohol demand. His conclusion is to short $TAP. His analysis had zero mention of amortization or fcf. Guy thinks he's shorting 9x earnings instead of 7x lmao"  
[X Link](https://x.com/taobanker/status/1989522309762183310)  2025-11-15T02:34Z 8944 followers, 3655 engagements


"@EkamNarwal Some analysts believe growth will be as low as X% next year. However it still ends up outranking $CARG"  
[X Link](https://x.com/taobanker/status/1989834401727828214)  2025-11-15T23:14Z 8941 followers, XXX engagements


"it really does say so much when management buys back shares aggressively see: $carg recently"  
[X Link](https://x.com/taobanker/status/1990063916206964830)  2025-11-16T14:26Z 8941 followers, 1901 engagements


"Please explain how there's a better short in the market than $TR. What is the downside in selling this piece of shit at 31x earnings"  
[X Link](https://x.com/taobanker/status/1990976977181028656)  2025-11-19T02:54Z 8951 followers, XXX engagements


"What is the last great investment recommendation Mike Green made Serious question. Off the top of my head: - Launched $CTA at the top - Has said to buy TIPS for like X years now - Commentary about passive flows makes zero sense to anyone who trades or even watches the market"  
[X Link](https://x.com/taobanker/status/1991172063151927503)  2025-11-19T15:49Z 8943 followers, 1186 engagements


"@PythiaR the starting valuations are too high google was trading for 16x"  
[X Link](https://x.com/taobanker/status/1991179228230951420)  2025-11-19T16:18Z 8944 followers, 1252 engagements


"Jesus facking christ $flo"  
[X Link](https://x.com/taobanker/status/1991272086367547624)  2025-11-19T22:27Z 8942 followers, 18.3K engagements


"@Mr_Neutral_Man All the strength of positive momentum switched sides to negative momentum in the last few months. this is getting absolutely insane. I never would have imagined $COLD trading here"  
[X Link](https://x.com/taobanker/status/1991324659821015290)  2025-11-20T01:56Z 8943 followers, XXX engagements


"@AbraxasBridge @Mr_Neutral_Man @TheBenSchmark That guy's posts have saved me epic money on $cold"  
[X Link](https://x.com/taobanker/status/1991330067046113337)  2025-11-20T02:17Z 8944 followers, XXX engagements


"best boomer idea i got is still $tap and its not even close"  
[X Link](https://x.com/taobanker/status/1991638798543790107)  2025-11-20T22:44Z 8944 followers, 2166 engagements


"@APKramar my portfolio: everything keeps balancing each other out. can't gain any traction. been losing money trading while longer term holds have been gaining in aggregate. $nc $ngs breaking out. boomer stonks in general: anti-bubble / reverse momentum. go down every single day"  
[X Link](https://x.com/taobanker/status/1991668125906137113)  2025-11-21T00:40Z 8944 followers, XXX engagements


"@APKramar i think you can probably pass over $ngs here but $nc potentially has crazy upside so it would make more sense to buy a breakout"  
[X Link](https://x.com/taobanker/status/1991670938610331835)  2025-11-21T00:52Z 8944 followers, XX engagements


"$KMX is not just an auto-dealer This is a laughably wrong approach to valuing $KMX $KMX is primarily in the business of writing and securitizing / re-selling / loss-sharing loans"  
[X Link](https://x.com/taobanker/status/1992244886867964117)  2025-11-22T14:52Z 8944 followers, 1086 engagements


"Believing that these world-class assets will not recover long-term Is one of the most retarded beliefs someone could have $MTN"  
[X Link](https://x.com/taobanker/status/1992252430780961072)  2025-11-22T15:22Z 8942 followers, 4009 engagements


"Yeah let's just "wait and see" on this stock trading at like 7x earnings lol"  
[X Link](https://x.com/taobanker/status/1992309314988454048)  2025-11-22T19:08Z 8944 followers, 40.8K engagements


"The backdrop: It was 2022. The market was in turmoil. No one knew where to turn but $DBMF number was going up. The solution: "Macro Strategist" Mike Green launches and aggressively markets competing product $CTA as a refuge from "passive flows" The outcome:"  
[X Link](https://x.com/taobanker/status/1992382321568477334)  2025-11-22T23:58Z 8939 followers, 1124 engagements


"I enjoyed reading this $fila.mi writeup would like to see someone directly compare it to $bb.pa"  
[X Link](https://x.com/taobanker/status/1992782271963893844)  2025-11-24T02:28Z 8951 followers, 1693 engagements


"@ChamliesCharles @BillBrewsterTBB @ShakerBall_Cap any thoughts on $avd"  
[X Link](https://x.com/taobanker/status/1992979001087082571)  2025-11-24T15:29Z 8945 followers, XX engagements


"$anf wow this is certainly unusual price action to say the least"  
[X Link](https://x.com/taobanker/status/1992980799214465435)  2025-11-24T15:37Z 8943 followers, 2140 engagements


"$cbrl lowkey probably a buy on real estate holdings at this point do not @ me"  
[X Link](https://x.com/taobanker/status/1993084850404729204)  2025-11-24T22:30Z 8944 followers, XXX engagements


"Mike Green's article basically exaggerates peak spending needs relative to income. He has clearly made the prudent assumption that all savings were invested in $FIG and got zeroed out. Now that's conservative financial planning"  
[X Link](https://x.com/taobanker/status/1993236986296197261)  2025-11-25T08:35Z 8940 followers, 1463 engagements


"$ANF is the ultimate proof that BUYBACKS LITERALLY DO NOTHING TO THE SHARE PRICE IF THE MARKET HAS ANY TERMINAL CONCERNS WHATSOEVER. There is always some pod douche bag more than willing to absorb the volume in size"  
[X Link](https://x.com/taobanker/status/1993304008812044453)  2025-11-25T13:01Z 8941 followers, 8361 engagements


"You can tell how the war is developing from how $lmt trades. Actual peace deal likely incoming imo"  
[X Link](https://x.com/taobanker/status/1993323609423515700)  2025-11-25T14:19Z 8942 followers, 1963 engagements


"$KMX up XX% since @partners_road blocked me for teaching him what a balance sheet is AGAIN (after already teaching him on $ELF)"  
[X Link](https://x.com/taobanker/status/1993355879727394818)  2025-11-25T16:27Z 8944 followers, 1612 engagements


"Free golf bag + clubs abandoned outside spirit airlines FLL drop off"  
[X Link](https://x.com/taobanker/status/1993677898545545244)  2025-11-26T13:47Z 8943 followers, 1403 engagements


"money-incinerating nepo-retard management at $RDI has decided to prioritize installing heated seats as the company spirals toward bankruptcy"  
[X Link](https://x.com/taobanker/status/1993821902863769870)  2025-11-26T23:19Z 8942 followers, 1109 engagements


"This $CBL pitch was a great example of breaking down a balance sheet to understand what the real risk is versus the headline debt ratios"  
[X Link](https://x.com/taobanker/status/1993824637072056725)  2025-11-26T23:30Z 8939 followers, 2278 engagements


"@cmo040958 @ZarathustraCap An underrated practice is underwriting throughout a whole cycle / normalized earnings"  
[X Link](https://x.com/taobanker/status/1994131951679373569)  2025-11-27T19:51Z 8943 followers, XX engagements


"- The result is that the E&P constantly have a weak negotiating stance versus the compression oligopoly especially after CCLP got absorbed by $KGS - The E&Ps are stuck in "Capex tango" they must pay the compression providers 15%+ ROIIC forever.they can never take capex hit"  
[X Link](https://x.com/taobanker/status/1994203860760420699)  2025-11-28T00:37Z 8944 followers, XXX engagements


"- It's actually kind of optimal for compression providers that oil stays at a breakeven or slightly profitable price point because this relieves the risk of the industry overbuilding and subsequently busting $NGS $AROC $USAC $KGS"  
[X Link](https://x.com/taobanker/status/1994203862144536669)  2025-11-28T00:37Z 8944 followers, XXX engagements


"$KMX that's the type of trade where I need to call up people who got real money w high conviction and put my name on map somewhere"  
[X Link](https://x.com/taobanker/status/1994431805043146784)  2025-11-28T15:42Z 8944 followers, XXX engagements


"Apparently Putin said he's serious fr this time about doing a deal $LMT"  
[X Link](https://x.com/taobanker/status/1994440156619690463)  2025-11-28T16:16Z 8942 followers, 1318 engagements


"Not to brag but I'm breakeven on my $TAP cost basis now 😭"  
[X Link](https://x.com/taobanker/status/1994450374695043165)  2025-11-28T16:56Z 8944 followers, 1163 engagements


"ECONOMY RED ALERT 🚨 $X OFF $XX $MCD COUPON ON $DASH Have never seen this in the last few years This means middle class is hurting My call is for $MCD to trade down to $XXX on market pressure then beeline to $XXX as consumer down-trading narrative sets in"  
[X Link](https://x.com/taobanker/status/1994591021062394106)  2025-11-29T02:15Z 8943 followers, 2048 engagements


"@aresearchguy what would be a good price to buy $itt or $dgx"  
[X Link](https://x.com/taobanker/status/1994790548880679048)  2025-11-29T15:28Z 8944 followers, XX engagements


"Is anyone else thinking that tariffs on apparel going away is one of the most asymmetric market setups in quite some time"  
[X Link](https://x.com/taobanker/status/1994861978893128065)  2025-11-29T20:12Z 8943 followers, 4724 engagements


"Im gunna be honest there's a high probability that the illuminati has mind-reading tech bc a few weeks ago I was watching mortal kombat thinking "what if they made something like this but better" and now netflix literally just put out a new movie about a death tournament"  
[X Link](https://x.com/taobanker/status/1994929031939236289)  2025-11-30T00:38Z 8942 followers, 1145 engagements


"Alright alright shut the fuck up. What's the trade I didn't actually read any of this shit but imo the trade is $googl calls and $nvda calls. Am I wrong"  
[X Link](https://x.com/taobanker/status/1995121122904285648)  2025-11-30T13:21Z 8944 followers, 4736 engagements


"@jnconkle tobacco ser"  
[X Link](https://x.com/taobanker/status/1995262676180881618)  2025-11-30T22:44Z 8944 followers, XXX engagements


"@kanye8210 @jnconkle I bought $WIIM but could only get a partial fill and was too lazy to ever top it off . i will probably sell in january for the long term gain $hmsp looks buyable and so does $mlbi"  
[X Link](https://x.com/taobanker/status/1995321079661830473)  2025-12-01T02:36Z 8945 followers, XXX engagements


"@kanye8210 @jnconkle i mean looks like $ggrm is giving away their product for free basicallly"  
[X Link](https://x.com/taobanker/status/1995323609103876320)  2025-12-01T02:46Z 8943 followers, XXX engagements


"sold half my $anf to buy $fonr few understand this"  
[X Link](https://x.com/taobanker/status/1995509634107658523)  2025-12-01T15:05Z 8951 followers, 1570 engagements


"i hate the $anf price action i'm out selling is addictive"  
[X Link](https://x.com/taobanker/status/1995515306278625375)  2025-12-01T15:28Z 8941 followers, 1056 engagements


"no one is talking about how the skate video game can be a total gamechanger for vans $vfc fact of the matter is skating is one of the most lindy things ever.will NEVER go away therefore it's cyclical"  
[X Link](https://x.com/taobanker/status/1995527631542841825)  2025-12-01T16:17Z 8946 followers, 1123 engagements


"wow didn't even notice the $rco.pa collapse.market cap now inventory"  
[X Link](https://x.com/taobanker/status/1995549844887535856)  2025-12-01T17:45Z 8942 followers, XXX engagements


"my quant was saying $cri is a goated tariff play"  
[X Link](https://x.com/taobanker/status/1995602546136944845)  2025-12-01T21:14Z 8935 followers, 1006 engagements


"PERMANENT INCOME PORTFOLIO: - Strong balance sheets - Lindy - International exposure $CET $NRP $HMSP.JK $MLBI.JK $MTN $BB.PA $ABF.L $TWE.AX $YAMCY $GRUMAB.MX $TAP $LMT"  
[X Link](https://x.com/taobanker/status/1995633840648585541)  2025-12-01T23:19Z 8944 followers, 1090 engagements


"@AnshulPuri0 with philip morris controlling $hmsp i think there's plenty of upside"  
[X Link](https://x.com/taobanker/status/1995646455059829149)  2025-12-02T00:09Z 8945 followers, XXX engagements


"CNBC front page = time to buy $MAA $NEN"  
[X Link](https://x.com/taobanker/status/1995862511288275057)  2025-12-02T14:27Z 8944 followers, 6285 engagements


"$BB.PA listen most of you aren't ready for this conversation and that's ok but people need razor blades pens lighters and hairbrushes it's ok to buy this company at 10x earnings with no debt and a XXX% dividend even though it's french"  
[X Link](https://x.com/taobanker/status/1995990292235801062)  2025-12-02T22:55Z 8951 followers, 1301 engagements


"@CapitalFang this one has just been a total disaster everyone hates this piece of trash good idea. how does it stack up versus $acco"  
[X Link](https://x.com/taobanker/status/1996224989851169024)  2025-12-03T14:28Z 8944 followers, XXX engagements


"$ACCO most of you aren't ready for this conversation"  
[X Link](https://x.com/taobanker/status/1996225440323612712)  2025-12-03T14:30Z 8943 followers, XXX engagements


"I'm convinced that I could squeeze a ton of juice out of some properly trained analysts But I'm also convinced that a proper hedge fund manager could patch up like 500bps a year of obvious leaks of mine"  
[X Link](https://x.com/taobanker/status/1996411205775503863)  2025-12-04T02:48Z 8951 followers, 1733 engagements


"this is why i'm concerned to not own $txrh it seems like they found a business model that just works"  
[X Link](https://x.com/taobanker/status/1996585045629321675)  2025-12-04T14:19Z 8944 followers, XXX engagements


"I like the guys on here who have their own proprietary buy/sell models. I wanna be like the Jim Simons of the indyquant group chat"  
[X Link](https://x.com/taobanker/status/1996602071139709176)  2025-12-04T15:26Z 8944 followers, XXX engagements


"after speaking with my schwab relationship guy this morning i fully understand what @SayNoToTrading meant when he said that you need to treat these guys like shit; they aren't there to help you and if you don't shut them down they'll try to sell you life insurance eventually"  
[X Link](https://x.com/taobanker/status/1996643133673853255)  2025-12-04T18:09Z 8951 followers, 2929 engagements


"Hot take: You gotta decide whether you wanna be a big boy and buckle up here on $ARE"  
[X Link](https://x.com/taobanker/status/1996652749409439747)  2025-12-04T18:48Z 8944 followers, 2363 engagements


"@SayNoToTrading To be honest I lost my cool. I should have just lied and said i was looking at robinhood signup bonus. Schwab policy is that they need to see a competing offer. Since i threatened IBKR they just don't do anything. The stupidity of it all is what made me lose my cool"  
[X Link](https://x.com/taobanker/status/1996733711392653573)  2025-12-05T00:09Z 8944 followers, XXX engagements


"@NuggetCapital @GhostofCMGI by definition if people arent skeptical when ur buying something is wrong here. i still dont have a position but like $cold this is how the cyclical game goes. Nugget you understand the deal this is a betting game timing is tough and no sure things. It's about the upside"  
[X Link](https://x.com/taobanker/status/1996736216470114780)  2025-12-05T00:19Z 8941 followers, 1035 engagements


"$AMZN for 29x fwd earnings is honestly just making me mad about how I didn't buy Google for 16x fwd earnings. Is this even better than google at the moment The marketplace is all chinese trash. Idk"  
[X Link](https://x.com/taobanker/status/1996741196001984733)  2025-12-05T00:39Z 8943 followers, 26.1K engagements


"@everyonehatesp1 how is $gldd doing here record backlog and chart looks incredible"  
[X Link](https://x.com/taobanker/status/1996751731477422350)  2025-12-05T01:21Z 8951 followers, XXX engagements


"@NuggetCapital @PeterGFBarr dividend cuts are underrated catalysts look at that upside on $kss after the dividend cut flush lots of forced selling"  
[X Link](https://x.com/taobanker/status/1996756432440406313)  2025-12-05T01:40Z 8941 followers, 1085 engagements


"$CPB $WEN $TAP I genuinely thought there was at least some slight edge in being aware of some accounting nuances / udgments such as amortization add-back or one-off m&a costs in hindsight it seems kind of obvious that such misunderstandings are exceedingly rare in mid+ cap"  
[X Link](https://x.com/taobanker/status/1996776971603263775)  2025-12-05T03:01Z 8941 followers, 1150 engagements


"$dxlg up XX% on no news nothing simply because it was literally trading as a free company that is priced to do nothing except blow up straight to 0.this is upsetting. i need to be on top of situations like this"  
[X Link](https://x.com/taobanker/status/1996777832941580458)  2025-12-05T03:05Z 8943 followers, XXX engagements


"25%+ drawdown in cyberagent $4751 this is the creator of the now world famous -- after releasing in english -- horse girl racing video game. This is one of those trades where the street is not listening to women. Trading at 18x fwd earnings w/ net cash. That doesn't seem right"  
[X Link](https://x.com/taobanker/status/1996973859338080297)  2025-12-05T16:04Z 8943 followers, XXX engagements


"@AB1001_disciple Wow that's a big pullback in $5253 you long"  
[X Link](https://x.com/taobanker/status/1997069977052922040)  2025-12-05T22:26Z 8945 followers, XXX engagements


"@inflexion mature markets is probably an overly broad term for classifying cement. the U.S. market is in permanent shortage and must import. taiheiyo does sizeable export volume. the japanese market has been oversupplied for XX years and industry now pushing for profitability"  
[X Link](https://x.com/taobanker/status/1997070451299045615)  2025-12-05T22:27Z 8942 followers, XXX engagements


"@AB1001_disciple Do you have an opinion on $4751 They own the popular horse racing video game Uma musume but it seems like google searches peaked mid year"  
[X Link](https://x.com/taobanker/status/1997070650062606408)  2025-12-05T22:28Z 8942 followers, XXX engagements


"@JayApted that seems like a very reasonable price it seems the market is concerned that covid was just one big bubble but it seems to me like these guys are good operators riding a long term secular wave now"  
[X Link](https://x.com/taobanker/status/1997080781139968288)  2025-12-05T23:08Z 8942 followers, XX engagements


"Price action is rarely definitive. It's all about finding those moments of asymmetric risk and letting go of the position once they pass. For example $WEN at the moment. It feels like they finally kitchen sinked it while tendies are their best product launch in years. Now"  
[X Link](https://x.com/taobanker/status/1997243338580447387)  2025-12-06T09:54Z 8944 followers, 1713 engagements


"jim bianco female 22-27 unemployment rate X% male 22-27 unemployment rate 7%-8% this is "the hive" in action. most males are literally just worthless to society. will be interesting to see how this resolves"  
[X Link](https://x.com/taobanker/status/1997337647547559970)  2025-12-06T16:09Z 8942 followers, 2774 engagements


"someone posted a few months ago that you should project all social interactions onto the space of cats either purring at each other or hissing at each other. once you start doing this you realize that words are totally meaningless in live social context"  
[X Link](https://x.com/taobanker/status/1997397022593212687)  2025-12-06T20:05Z 8945 followers, 2721 engagements


"damn. "what rumors have you heard" is an absolute banger and a half.will try to remember this one for next time i'm out irl"  
[X Link](https://x.com/taobanker/status/1997407069989704024)  2025-12-06T20:45Z 8942 followers, 1202 engagements


"@CapitalFang $cbrl to me seems completely blown out. they own a lot of real estate. it will be hard for them to disappoint with such low expectations imo"  
[X Link](https://x.com/taobanker/status/1997481503278633165)  2025-12-07T01:41Z 8945 followers, XXX engagements


"@Arya__Deniz @BillAckman I XXX% agree with that but god damn they really make you think about that in california and nyc these days"  
[X Link](https://x.com/taobanker/status/1997760383927660830)  2025-12-07T20:09Z 8945 followers, XXX engagements


"@Arya__Deniz @BillAckman I totally get it. If living in nyc is what makes you feel alive wisdom is paying the fuckin taxes. People who move to florida seem to spend a lot of energy convincing themselves they made the right decision"  
[X Link](https://x.com/taobanker/status/1997761489382596923)  2025-12-07T20:13Z 8942 followers, XX engagements


"@Arya__Deniz @BillAckman I agree"  
[X Link](https://x.com/taobanker/status/1997762053310914907)  2025-12-07T20:16Z 8943 followers, XX engagements


"@JSE_Invest @Convertbond @DueDoctor yes we've all been aware of the molecule shortage for years.timing is everything.not many people get to make timely macro calls while having bloomberg credentials man"  
[X Link](https://x.com/taobanker/status/1997776368130515095)  2025-12-07T21:12Z 8942 followers, XX engagements


"The whole point of a boxing match is that we need to be able to suspend disbelief and imagine these guys in a bout of fisticuffs. Allowing so much clinching that half of the fight is just the ref breaking up clinches ruins that. Boxing is not a serious sport unfortunately"  
[X Link](https://x.com/taobanker/status/1997783943857180673)  2025-12-07T21:43Z 8945 followers, XXX engagements


"furious because i accidentally overpaid XX cents per share for taiheiyo cement"  
[X Link](https://x.com/taobanker/status/1998044301276975217)  2025-12-08T14:57Z 8942 followers, XXX engagements


"PSA: Remember to hedge"  
[X Link](https://x.com/taobanker/status/1998050565595529256)  2025-12-08T15:22Z 8942 followers, XXX engagements


"no one is talking about how good this tweet was"  
[X Link](https://x.com/taobanker/status/1998070647315136594)  2025-12-08T16:42Z 8942 followers, 1878 engagements


"@grok I mean I asked you pound for pound with no historical adjustments and you still went #1 with sugar ray robinson. Now listen I respect your opinions as much as anyone else's but are you telling me prime sugar ray could teleport in time and whoop floyd mayweather or whitaker"  
[X Link](https://x.com/taobanker/status/1998075632081838494)  2025-12-08T17:02Z 8941 followers, XX engagements


"@shortbus_ace @grok assess the validity of this claim from first principles"  
[X Link](https://x.com/taobanker/status/1998102999324070313)  2025-12-08T18:50Z 8944 followers, XXX engagements


"@grok @shortbus_ace That doesn't sound bad but I want to just rip the band aid off and get that generational classic loft in east village or similar not just some generic tribeca trash"  
[X Link](https://x.com/taobanker/status/1998103820262650283)  2025-12-08T18:54Z 8943 followers, XX engagements


"@deranged_exec Oof that sounds on point I've heard stories of those expensive vacations and they basically sound like humiliation rituals for HENRY professional couples I've heard that some of the vacation expenses are just completely out of line with any reasonable budgeting"  
[X Link](https://x.com/taobanker/status/1998508360875012496)  2025-12-09T21:41Z 8945 followers, X engagements


"Incredible move in the $MOVE . how can you not be long bond vol here . Harley Bassman wrote it up in Grant's earlier this month "this is the wrong price" @evan_lorenz"  
[X Link](https://x.com/taobanker/status/1994471482001428515)  2025-11-28T18:20Z 8944 followers, 1079 engagements


"@JapanDeepValue1 @GothamsNomad Hheeheheh this is exactly the sort of slow moving narrative that allows me to buy at 5x ebitda as the business turns around"  
[X Link](https://x.com/taobanker/status/1997067497032356249)  2025-12-05T22:16Z 8944 followers, XXX engagements


"if $yum spunoff taco bell the correct multiple would be 50x-60x as the most invincible lower k / trading down investment"  
[X Link](https://x.com/taobanker/status/1997128881048825955)  2025-12-06T02:20Z 8944 followers, XXX engagements


"@ClarkSquareCap My gut tells me texas isn't the answer for me but it's worth exploring with the XXX bps tax arb vs virginia"  
[X Link](https://x.com/taobanker/status/1997740544508997749)  2025-12-07T18:50Z 8945 followers, XXX engagements


"25x lowest earnings estimate for $RCO.PA $REMYY If you believe that earnings estimates have bottomed that is probably a good buying opportunity"  
[X Link](https://x.com/taobanker/status/1998163938253644151)  2025-12-08T22:53Z 8946 followers, XXX 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"  
[X Link](https://x.com/taobanker/status/1934668817252405550)  2025-06-16T17:46Z 8951 followers, 7697 engagements


"I'm reading the $TOKMAN deck as well as reddit conversations about tokmanni. Similar discounter setup as $bme.l with a fresher story / growth narrative but not as cheap on forward estimates. It looks like they've faced some macro + competitive headwinds plus struggled with integrating a major acquisition from july 2023. at 10x fwd earnings it seems pretty compelling but $bme.l is already so much cheaper larger and more proven of a business model"  
[X Link](https://x.com/taobanker/status/1964364863989567972)  2025-09-06T16:27Z 8951 followers, 1874 engagements


"$BME.L can be summarized as follows: TOO BIG & POPULAR TO BE TOO OBVIOUSLY TOO CHEAP FOR TOO LONG The longer something like this stays cheap the more it stinks"  
[X Link](https://x.com/taobanker/status/1980172176159322618)  2025-10-20T07:20Z 8951 followers, 9299 engagements


"Tired of being tossed around by the market recently I've spent some time taking a first pass at a long term dividend / bond alt basket. Note avg dividend is overstated due to $BME.L data issue. Thoughts $UNP $CNI $BAH $TAP $TGT $ABF.L $BME.L $LMT $NRP $CABGY $CCHGY $OLVAS"  
[X Link](https://x.com/taobanker/status/1983667208627843296)  2025-10-29T22:48Z 8951 followers, 1551 engagements


"$TAP it was priced in The price of $TAP may never change again in our lifetimes"  
[X Link](https://x.com/taobanker/status/1985697181257371709)  2025-11-04T13:14Z 8947 followers, 1131 engagements


"Howdy folks. I did another round of Sunday Market Prep this week on my blog. I also posted some thoughts on my experiences managing watchlists/spreadsheets: $BME.L $OMSE $TUSK $BBW $CROX $LULU $ANF $CRI"  
[X Link](https://x.com/taobanker/status/1987618032106058067)  2025-11-09T20:27Z 8951 followers, 3061 engagements


"Man im going to be furious id they bail out OpenAI without bailing out $BME.L shareholders"  
[X Link](https://x.com/taobanker/status/1991495187328299053)  2025-11-20T13:13Z 8951 followers, XXX engagements


"Good afternoon folks. It's a bit rushed but I just put out my (bi)weekly recap and ideas for the week ahead. If you want to read the rest you're going to need to click some buttons. $LEGH $KMX $CARG $TLT $NCSM $UGI $LOVE $GTBIF $AMTM $TOKMAN $STWD $ANF"  
[X Link](https://x.com/taobanker/status/1992644573261390010)  2025-11-23T17:21Z 8951 followers, 8192 engagements


"$IMC.MC completely ignored $1bb+ special situation in Spain . it's incredible. $1bb companies in Spain get less attention than a $10mm nanocap in Canada . that's the sweet smell of opportunity"  
[X Link](https://x.com/taobanker/status/1996593388112531605)  2025-12-04T14:52Z 8951 followers, 1525 engagements


"i have started to buy $ngvc which at this price i believe is a better deal than $vlgea as you pay up a bit more for an actual good management team with motion/vision"  
[X Link](https://x.com/taobanker/status/1998042428767621277)  2025-12-08T14:50Z 8951 followers, XXX engagements


"@AmbushC15225 I think $RCO.PA is better"  
[X Link](https://x.com/taobanker/status/1998172910972985626)  2025-12-08T23:28Z 8945 followers, XX engagements


"HUGE Y/Y STREET PT DOWNGRADES $NVO -XX% $FRPT -XX% $BME.L -XX% $CAVA - XX% $KMX -XX% $LINE -XX% $COLD -XX% $ARE -XX% $PTLO -XX% $LULU -XX% $CRI -XX% IT'S ALL A BIG GAME OF GRAB ASS BETWEEN PODS AND STREET.GET IN WHERE YOU FIT IN AND SQUEEZE FIRM WHEN YOU FEEL TUSHY"  
[X Link](https://x.com/taobanker/status/1998204817366512000)  2025-12-09T01:35Z 8951 followers, 3435 engagements


"@jnconkle SOMEONE DUMPED A SHITLOAD OF $PG TODAY AND THAT HAS TO BE ILLEGAL SOMEHOW"  
[X Link](https://x.com/taobanker/status/1998206610242732267)  2025-12-09T01:42Z 8951 followers, XXX engagements


"$BME.L PROBLEM HERE HAS BEEN THAT THIS WAS TOO CHEAP FOR OBVIOUS REASONS FOR TOO LONG INVERT THAT LOGIC AND YOU END UP WITH A TRADE LIKE $KMX TOO CHEAP FOR SLIGHTLY TECHNICAL REASONS FOR SHORT TIME PERIOD SIZING SHOULD BE UTILIZED IN SUCH MOMENTS TACTICALLY"  
[X Link](https://x.com/taobanker/status/1998209123322908697)  2025-12-09T01:52Z 8951 followers, XXX engagements


"OH THANK GOD I WAS LOOKING AT $PG FINANCIALS AND COULDN'T BELIEVE THE INCREDIBLE GARBAGE I WAS SEEING THEN I REALIZED I STILL HAD $KMB FINANCIALS PULLED UP"  
[X Link](https://x.com/taobanker/status/1998210962349047816)  2025-12-09T01:59Z 8951 followers, 5727 engagements


"I'm reviewing the full package and honestly Schwab is the better brokerage for me than IBKR even though I hate them and my rep. All I would really be gaining from IBKR is cheap international trading and better automated order types. I'd rather just trade F listings on schwab"  
[X Link](https://x.com/taobanker/status/1998405145395179798)  2025-12-09T14:51Z 8951 followers, XXX engagements


"It's interesting how quantitative analysis is typically focused (necessarily) on market data as opposed to trader data / historical trades One wonders if the real edge of the multi managers is a giant database of trades"  
[X Link](https://x.com/taobanker/status/1998448632614547719)  2025-12-09T17:44Z 8951 followers, XXX engagements


"For example recently when I bought those $wmt puts I thought it was an interesting spot to take a stand After a week or so it wasn't really playing out like I was thinking so I basically timed out Now I might take another stab I'm not saying this is the ideal way to trade"  
[X Link](https://x.com/taobanker/status/1998489278423204076)  2025-12-09T20:25Z 8951 followers, XXX engagements


"Dumb but effective mindset shift: Taking my price targets more seriously when they get to .9 of target instead of X and not stressing about all the ones stuck in the middle. Logically this makes no sense as I could simply shift all price targets but brain-wise it kinda helps"  
[X Link](https://x.com/taobanker/status/1998528995294679048)  2025-12-09T23:03Z 8951 followers, XXX 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"  
[X Link](https://x.com/taobanker/status/1894480804832842068)  2025-02-25T20:13Z 8947 followers, 1319 engagements


"Domestic cement bros it looks like results have come in pretty weak across the board with everyone blaming "weather". If you look at charts and history of cement cycles things start getting weird here unless onshoring efforts get more serious and data centers start impacting cement demand. Management teams have stronger balance sheets than ever before but they're scared to give that money back to shareholders because of the GFC. This is either an incredible time to buy or a classic value trap in domestic cement cycle. I think the best risk-reward by far is Taiheiyo since you're getting a fat"  
[X Link](https://x.com/taobanker/status/1955739329479000419)  2025-08-13T21:12Z 8947 followers, 2525 engagements


"Just refreshed the rock tracker. Not much has changed in terms of the top picks. In my opinion $5233 $GCC.MX and $BZU.MI are the blue chips. $LOMA is interesting but look at it side by side with $GCC.MX and it's just like why take that risk"  
[X Link](https://x.com/taobanker/status/1980885333953986924)  2025-10-22T06:34Z 8951 followers, 3860 engagements


"After expressing interest in $BZU.MI rocks report by @KerrisdaleCap I was graciously invited to a Zoom call with him and his top rocks analyst. I love the internet One nuance I learned about the rock + cement industry is that if you're sufficiently inland"  
[X Link](https://x.com/taobanker/status/1982841889842942061)  2025-10-27T16:08Z 8951 followers, 3146 engagements


"I've been informed that @KerrisdaleCap is hosting a $bzu.mi / cement spaces at noon EST. I will be joining and may ask some questions"  
[X Link](https://x.com/taobanker/status/1990459939505217668)  2025-11-17T16:40Z 8950 followers, XXX engagements


"@CapitalFang seems like $mcs could be a good opportunity with a light capex cycle ahead and last quarter showing progress"  
[X Link](https://x.com/taobanker/status/1996315434631446845)  2025-12-03T20:27Z 8950 followers, XXX engagements


"@JayApted @HugoManenti also note large special dividends in recent history smart family-run business for long-term benefit only reinvests where they see good opportunities this is a buy and it's better than $vlgea now $vlgea is unfortunately run by dummies"  
[X Link](https://x.com/taobanker/status/1997121359860629837)  2025-12-06T01:50Z 8951 followers, XXX engagements


"lately i'm addicted to haribo mega roulettes just an absolutely goated candy"  
[X Link](https://x.com/taobanker/status/1998200523938512916)  2025-12-09T01:18Z 8951 followers, XXX engagements


"$PG LOW PRICE TARGET $XXX $PG PRICE: $XXX THIS IS LITERALLY THE BEST OPPORTUNITY UR GONNA GET LOL BUT W/E STAY ON THE SIDELINES THO AND LET REAL SCALPERS SCALP"  
[X Link](https://x.com/taobanker/status/1998207487888249266)  2025-12-09T01:46Z 8951 followers, 2842 engagements


"@BobertBedford Exactly. Where else are you getting an 8%+ IRR like this"  
[X Link](https://x.com/taobanker/status/1998219115098743018)  2025-12-09T02:32Z 8951 followers, XXX engagements


"Just read through $5233 Taiheiyo Cement most recent Q&A session which was extensive. They noted that they will be holding a meeting about US operations soon. The market is sketched out because they have provided no #'s supporting the recent large acquisition"  
[X Link](https://x.com/taobanker/status/1998600952002335144)  2025-12-10T03:49Z 8951 followers, XXX engagements