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

taobanker posts on X about $bmel, $bmrry, $cold, $wen the most. They currently have XXXXX followers and 1859 posts still getting attention that total XXXXXX engagements in the last XX hours.

### 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 XXXXXXX +19%
- X Months XXXXXXXXX +41%
- X Year XXXXXXXXX +163%

### 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 +13%
- X Month XXX -XX%
- X Months XXXXX +4.80%
- X Year XXXXX +164%

### 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 +0.85%
- X Month XXXXX +3.50%
- X Months XXXXX +25%
- X Year XXXXX +239%

### 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 [#](/creator/twitter::1326694710933676033/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [finance](/list/finance)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [gaming](/list/gaming)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [exchanges](/list/exchanges)  XXXX%

**Social topic influence**
[$bmel](/topic/$bmel) #4, [$bmrry](/topic/$bmrry) #1, [$cold](/topic/$cold) #27, [$wen](/topic/$wen) #20, [$5233t](/topic/$5233t) #2, [debt](/topic/debt) #340, [$virt](/topic/$virt) #11, [$crox](/topic/$crox) #18, [$cpb](/topic/$cpb) #10, [stocks](/topic/stocks) XXXX%

**Top accounts mentioned or mentioned by**
[@vulmearj45663](/creator/undefined) [@mazenjalloul](/creator/undefined) [@volcrushed](/creator/undefined) [@optionsly](/creator/undefined) [@irbezek](/creator/undefined) [@jnconkle](/creator/undefined) [@investornick](/creator/undefined) [@catnyanpital](/creator/undefined) [@valuedrift](/creator/undefined) [@investor_nick_](/creator/undefined) [@johnie36149708](/creator/undefined) [@strifenjustice](/creator/undefined) [@saynototrading](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@parth29192](/creator/undefined) [@toiletkingcap](/creator/undefined) [@evrgn11112231](/creator/undefined) [@exclamotite69](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@danilomenshikov](/creator/undefined)

**Top assets mentioned**
[Americold Realty Trust, Inc. (COLD)](/topic/$cold) [WEN Token (WEN)](/topic/$wen) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [Crocs, Inc. (CROX)](/topic/$crox) [Campbell Soup Company (CPB)](/topic/$cpb) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Burford Capital Limited (BUR)](/topic/$bur) [Texas Roadhouse, Inc. (TXRH)](/topic/$txrh) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Carter's Inc. (CRI)](/topic/$cri) [YELP INC. (YELP)](/topic/$yelp) [Nodecoin (NC)](/topic/$nc) [CareCoin (CARE)](/topic/$care) [Stericycle Inc (SRCL)](/topic/$srcl) [SafeMoon (SFM)](/topic/$sfm) [UNIPOLY (UNP)](/topic/$unp) [Hawaiian Electric Industries, Inc. (HE)](/topic/$he) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Medicalchain (MTN)](/topic/$mtn) [Flowers Foods, Inc. (FLO)](/topic/$flo) [Centene Corp (CNC)](/topic/$cnc) [Credbull (CBL)](/topic/$cbl) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Starbucks Corporation (SBUX)](/topic/$sbux) [Target Corporation (TGT)](/topic/$tgt) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Churchill Downs, Inc. (CHDN)](/topic/$chdn) [VF Corp (VFC)](/topic/$vfc) [Pinterest, Inc. (PINS)](/topic/$pins) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Limitus (LMT)](/topic/$lmt) [Heroes of NFT (HON)](/topic/$hon) [Innovative Solutions & Support (ISSC)](/topic/$issc) [Charles River Laboratories Intl. Inc (CRL)](/topic/$crl) [American Eagle Outfitters (AEO)](/topic/$aeo) [Bitforex Token (BF)](/topic/$bf) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Decentral Games (DG)](/topic/$dg) [Perimeter Solutions, SA (PRM)](/topic/$prm) [Lithium Americas Corp. Common Shares (LAC)](/topic/$lac) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg)
### Top Social Posts [#](/creator/twitter::1326694710933676033/posts)
---
Top posts by engagements in the last XX hours

"is buying $HE for 7.4x ebitda maybe something that we should do"  
[X Link](https://x.com/taobanker/status/1972755639840669995) [@taobanker](/creator/x/taobanker) 2025-09-29T20:09Z 7947 followers, 1080 engagements


"Shorts ramping (last XX days short interest) 🚨: $PBI XXX% -- XXXX% $ISSC XXX% -- XXX% $BBWI XXX% -- XXX% $SBH XXXX% -- XXXX% $LOVE XXXX% -- XXXX% $CROX XXX% -- XXXX% $MOH XXX% -- XXX% $MTN XXX% -- XXXX% $PTLO XXXX% -- 15.3%"  
[X Link](https://x.com/taobanker/status/1969830769049960748) [@taobanker](/creator/x/taobanker) 2025-09-21T18:27Z 7946 followers, 3123 engagements


"$CPB hit with brutal earnings estimate downgrades. This is lower than I ever expected revisions to get. It could be a buy here but I'm more focused on alcohol stocks which should also be immune to SNAP reform as a bonus"  
[X Link](https://x.com/taobanker/status/1975319831017865422) [@taobanker](/creator/x/taobanker) 2025-10-06T21:58Z 7946 followers, 1026 engagements


"@VulmearJ45663 The thing that kept me away from $FLO recently is that honesty i didn't know they owned tastykakes and some other junk food brands. They might be totally screwed. What campbells is doing is more stable than $FLO imo. I think it's all in trouble. Beer is a much simpler concept"  
[X Link](https://x.com/taobanker/status/1975336949432086938) [@taobanker](/creator/x/taobanker) 2025-10-06T23:06Z 7946 followers, XX engagements


"Why do we allow poor people with loud vehicles to terrorize society"  
[X Link](https://x.com/taobanker/status/1979531881809891349) [@taobanker](/creator/x/taobanker) 2025-10-18T12:55Z 7946 followers, 2002 engagements


"shitstorm epicenter buy list: $mgpi $bf $tap $iqv $crl $cri $aeo $hvt $flo $cpb $moh $cnc $cold $imkta $bfs $wen"  
[X Link](https://x.com/taobanker/status/1930897027140907341) [@taobanker](/creator/x/taobanker) 2025-06-06T07:58Z 7936 followers, 1453 engagements


"I think I'm gonna yeet $bmrry $bme.l tomorrow this is hk ridiculous"  
[X Link](https://x.com/taobanker/status/1932528926196121779) [@taobanker](/creator/x/taobanker) 2025-06-10T20:02Z 7936 followers, XXX engagements


"$bmrry $bme.l this stock is significantly cheaper than $dg ever was"  
[X Link](https://x.com/taobanker/status/1933633007845584911) [@taobanker](/creator/x/taobanker) 2025-06-13T21:10Z 7936 followers, 1043 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"  
[X Link](https://x.com/taobanker/status/1945089515900584427) [@taobanker](/creator/x/taobanker) 2025-07-15T11:54Z 7936 followers, 2796 engagements


"@salim_najem @CitizenPaul4 taiheiyo cement"  
[X Link](https://x.com/taobanker/status/1948187307137171921) [@taobanker](/creator/x/taobanker) 2025-07-24T01:03Z 7936 followers, XX engagements


"can $cbl management be trusted to make good acquisitions"  
[X Link](https://x.com/taobanker/status/1951814099349963117) [@taobanker](/creator/x/taobanker) 2025-08-03T01:15Z 7936 followers, 1003 engagements


"Wow $YELP this is worth reading"  
[X Link](https://x.com/taobanker/status/1955651484890398778) [@taobanker](/creator/x/taobanker) 2025-08-13T15:23Z 7936 followers, 2133 engagements


"I just picked up X% positions in $FILA.MI and $BB.PA as boring euro dividend stonks"  
[X Link](https://x.com/taobanker/status/1963253018444365892) [@taobanker](/creator/x/taobanker) 2025-09-03T14:49Z 7937 followers, 2122 engagements


"I'm cash strapped but I picked up tiny amounts of $esp $wen $cold $dpuky $dom.l here"  
[X Link](https://x.com/taobanker/status/1969054159367291199) [@taobanker](/creator/x/taobanker) 2025-09-19T15:01Z 7936 followers, XXX engagements


"@orrdavid Not always the case. We recently had a pro on here concentrated in $asml $prm and $bmrry . much different situation"  
[X Link](https://x.com/taobanker/status/1970442053386682534) [@taobanker](/creator/x/taobanker) 2025-09-23T10:56Z 7936 followers, XXX engagements


"The thing about evergreen -- and so many others -- that you need to remember is. XX% of the pros on this app are terminally salty bitches. They never had the guts to take a real career risk. All they know is the style they've been taught. They don't believe that they have real alpha themselves. They feel like frauds because they should. And they're insecure as fuck"  
[X Link](https://x.com/taobanker/status/1970769280414138417) [@taobanker](/creator/x/taobanker) 2025-09-24T08:36Z 7936 followers, 2568 engagements


"i have a XXX% position in $cold . largest REIT position in at least a year"  
[X Link](https://x.com/taobanker/status/1972668683043401740) [@taobanker](/creator/x/taobanker) 2025-09-29T14:23Z 7937 followers, 4444 engagements


"$tap has bottomed imo"  
[X Link](https://x.com/taobanker/status/1972704198686093800) [@taobanker](/creator/x/taobanker) 2025-09-29T16:45Z 7936 followers, 3106 engagements


"My new fast food / fast casual guy is saying that $TXRH is legitimately insane. Like he says it's the best steakhouse chain and it's not even close. He said people are lining up before opening to go to $TXRH. I mean I feel like that's a pretty compelling fundamental story in this economy"  
[X Link](https://x.com/taobanker/status/1973093225024889101) [@taobanker](/creator/x/taobanker) 2025-09-30T18:30Z 7936 followers, 5464 engagements


"$NC is the general contractor for $LAC's thacker pass which the government has now confirmed a X% stake in. Few understand this"  
[X Link](https://x.com/taobanker/status/1973154561146888217) [@taobanker](/creator/x/taobanker) 2025-09-30T22:34Z 7936 followers, 2711 engagements


"Just saw that $NC scored another limestone mining contract. yep. Nacco is a one stop shop for oil & gas royalties contract coal mining limestone mining and mitigation services and of course lithium at $LAC thacker pass. Few understand this"  
[X Link](https://x.com/taobanker/status/1973405116930609582) [@taobanker](/creator/x/taobanker) 2025-10-01T15:10Z 7936 followers, 1049 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) [@taobanker](/creator/x/taobanker) 2025-10-03T12:51Z 7936 followers, 1014 engagements


"Massive refi potential at $BBWI"  
[X Link](https://x.com/taobanker/status/1974505250250772835) [@taobanker](/creator/x/taobanker) 2025-10-04T16:01Z 7935 followers, 1466 engagements


"200 POUND MAN DRINKS STARBUCKS GRANDE ICED WHITE FLAT AND DISCUSSES SUPERMARKET STOCKS"  
[X Link](https://x.com/taobanker/status/1975932002693259311) [@taobanker](/creator/x/taobanker) 2025-10-08T14:31Z 7936 followers, 1048 engagements


"Might go long physical Crocs today after reading these reddit reviews"  
[X Link](https://x.com/taobanker/status/1976323402370777118) [@taobanker](/creator/x/taobanker) 2025-10-09T16:26Z 7936 followers, 2471 engagements


"It looks like someone is trying to short $WEN to X but I just don't see how that is a good idea"  
[X Link](https://x.com/taobanker/status/1976383718915969145) [@taobanker](/creator/x/taobanker) 2025-10-09T20:26Z 7935 followers, 1362 engagements


"It's strange how no one argues that $CMG pricing should be comped with Olive Garden now that it only trades at 36x"  
[X Link](https://x.com/taobanker/status/1976425781590135210) [@taobanker](/creator/x/taobanker) 2025-10-09T23:13Z 7935 followers, 1018 engagements


"@gus_finknottle What if it doesn't need any retained earnings to finance growth"  
[X Link](https://x.com/taobanker/status/1976561837626871954) [@taobanker](/creator/x/taobanker) 2025-10-10T08:13Z 7936 followers, XXX engagements


"$CROX acquired jibbitz for $20mm in 2006 jibbitz did over $200mm sales in 2024"  
[X Link](https://x.com/taobanker/status/1976599044291203383) [@taobanker](/creator/x/taobanker) 2025-10-10T10:41Z 7937 followers, 7014 engagements


"I have traded this several times over the last few years. it's probably good for a boink here at least. But potentially worth a longer hold with rates coming down. We are going to see a massive bid for dividend yield if rates go any lower imo"  
[X Link](https://x.com/taobanker/status/1977016904318652769) [@taobanker](/creator/x/taobanker) 2025-10-11T14:22Z 7936 followers, 2234 engagements


"@RandolphDuke7 @evrgn11112231 not sure if i'm following.if EPS is going up that pretty much says it all right"  
[X Link](https://x.com/taobanker/status/1977084626582880349) [@taobanker](/creator/x/taobanker) 2025-10-11T18:51Z 7937 followers, XXX engagements


"Wow. I asked ChatGPT 5-pro to analyze $DOM.L. It thought for XX minutes then wrote an analysis of $FUN. I don't even know what to say"  
[X Link](https://x.com/taobanker/status/1977489171775439037) [@taobanker](/creator/x/taobanker) 2025-10-12T21:38Z 7937 followers, 2765 engagements


"is this the bull case for $cbl"  
[X Link](https://x.com/taobanker/status/1977740845764735312) [@taobanker](/creator/x/taobanker) 2025-10-13T14:18Z 7936 followers, 1813 engagements


"Channel checking $TXRH with my dad later. It's gonna be a movie"  
[X Link](https://x.com/taobanker/status/1977747183999791555) [@taobanker](/creator/x/taobanker) 2025-10-13T14:44Z 7936 followers, 1019 engagements


"fuck me $aci was a layup"  
[X Link](https://x.com/taobanker/status/1978090715008602138) [@taobanker](/creator/x/taobanker) 2025-10-14T13:29Z 7936 followers, 1428 engagements


"$txrh was kinda exactly what I expected it's not for me as an aristocratic person with impeccable taste but it's definitely delivering the value that americans are seeking (my dad loved it but he's easy to please) the place was already packed by 530"  
[X Link](https://x.com/taobanker/status/1978223190343069748) [@taobanker](/creator/x/taobanker) 2025-10-14T22:15Z 7935 followers, 1367 engagements


"$LGO on the move = blowoff sequence initiated maybe a good time to raise cash idk"  
[X Link](https://x.com/taobanker/status/1978450405026644234) [@taobanker](/creator/x/taobanker) 2025-10-15T13:18Z 7936 followers, 2082 engagements


"Virginia bank gang is this a good time to buy $CARE $NKSH"  
[X Link](https://x.com/taobanker/status/1978456583949463880) [@taobanker](/creator/x/taobanker) 2025-10-15T13:43Z 7937 followers, XXX engagements


"@Parth29192 @blueoutliercap fake news sorry"  
[X Link](https://x.com/taobanker/status/1978487106025513154) [@taobanker](/creator/x/taobanker) 2025-10-15T15:44Z 7936 followers, XXX engagements


"The fact that every now and then pure dogshit stocks are bid -- not in spite of being dogshit but *because of it* -- really elevates the whole concept of broad diversification"  
[X Link](https://x.com/taobanker/status/1978489305111859483) [@taobanker](/creator/x/taobanker) 2025-10-15T15:53Z 7936 followers, 1170 engagements


"@Parth29192 @blueoutliercap $acdc drowning in debt ultimate OFS turboshitco exit scam"  
[X Link](https://x.com/taobanker/status/1978490263656898857) [@taobanker](/creator/x/taobanker) 2025-10-15T15:56Z 7938 followers, XXX engagements


"@UrInsideMan The only time I'm LARPing is when I 1) pretend to be a hedge fund analyst whose PM does offsites at dave n busters 2) talk about my quant trying to escape"  
[X Link](https://x.com/taobanker/status/1978492698987307436) [@taobanker](/creator/x/taobanker) 2025-10-15T16:06Z 7936 followers, XX engagements


"@dahu7744 Yeah that's basically my first draft. Maybe I'm adding too much noise"  
[X Link](https://x.com/taobanker/status/1978515935540531617) [@taobanker](/creator/x/taobanker) 2025-10-15T17:38Z 7937 followers, XX engagements


"this is the craziest chart i've ever drawn . it literallly played out exactly like my crayons said"  
[X Link](https://x.com/taobanker/status/1978559217083498816) [@taobanker](/creator/x/taobanker) 2025-10-15T20:30Z 7937 followers, 3199 engagements


"$sbux bottom confirmed PSP (pumpkin spice pump) incoming"  
[X Link](https://x.com/taobanker/status/1978578294200025390) [@taobanker](/creator/x/taobanker) 2025-10-15T21:46Z 7935 followers, XXX engagements


"according to my original thesis the gold bull market will be defined by matching or exceeding the pace of the "line of greatness" (yellow line). But that line is only roughly $XXX per month. Suppose a 5+ year bull market that would put gold flirting with $10k by end of decade"  
[X Link](https://x.com/taobanker/status/1978616453457657886) [@taobanker](/creator/x/taobanker) 2025-10-16T00:18Z 7937 followers, XXX 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) [@taobanker](/creator/x/taobanker) 2025-10-16T14:06Z 7936 followers, XXX engagements


"Scott Bessent is talking about maybe like $20bb of industry buybacks versus a trillion dollar military budget"  
[X Link](https://x.com/taobanker/status/1978845118158258474) [@taobanker](/creator/x/taobanker) 2025-10-16T15:26Z 7935 followers, XXX engagements


"@StateSlacker Just increase the prices. I don't understand"  
[X Link](https://x.com/taobanker/status/1978859862751584753) [@taobanker](/creator/x/taobanker) 2025-10-16T16:25Z 7936 followers, XX engagements


"$CARE VA regional bank for XXXX TBV XXX T1C to market cap looks like the easiest displacement to me"  
[X Link](https://x.com/taobanker/status/1978969811968201126) [@taobanker](/creator/x/taobanker) 2025-10-16T23:42Z 7937 followers, 1496 engagements


"@BMarcham40867 I like these ones because they're well managed with significant U.S. revenue so it's like I own rocks domestically + around the world. $BZU.MI $GCC.MX $5233.T Plus $SRC.L is still buyable as a pure play (no cement)"  
[X Link](https://x.com/taobanker/status/1948789356224737715) [@taobanker](/creator/x/taobanker) 2025-07-25T16:56Z 7945 followers, XXX engagements


"Anyone else thinking of $bur as a solid diversifier here"  
[X Link](https://x.com/taobanker/status/1951297278196535492) [@taobanker](/creator/x/taobanker) 2025-08-01T15:01Z 7945 followers, 1942 engagements


"holy shit $wu"  
[X Link](https://x.com/taobanker/status/1960208457367228520) [@taobanker](/creator/x/taobanker) 2025-08-26T05:11Z 7945 followers, 1165 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) [@taobanker](/creator/x/taobanker) 2025-09-24T21:57Z 7945 followers, 3053 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) [@taobanker](/creator/x/taobanker) 2025-10-01T18:01Z 7945 followers, 2152 engagements


"I would like to know if you're buying $SFM $ACI or $NGVC Today I loaded up on $VLGEA"  
[X Link](https://x.com/taobanker/status/1975307295572828495) [@taobanker](/creator/x/taobanker) 2025-10-06T21:08Z 7945 followers, 1558 engagements


"I just took a look at the $SFM numbers again. They've put up some pretty awesome growth since COVID but they are also taking like XXX bps more gross margin still. it's very impressive they were able to reduce shares while putting up these numbers but the market is conflicted about how to normalize earnings. The market is thinking normalized earnings are between like $300mm and $700mm and it can't make up its mind. Meanwhile the street is wildly bulled up with like XX analysts who all believe it's GARP to the moon. Tough call here at 10x 2029 street numbers. Pass"  
[X Link](https://x.com/taobanker/status/1975339286183448633) [@taobanker](/creator/x/taobanker) 2025-10-06T23:16Z 7945 followers, 1804 engagements


"$SFM I've decided this is a pass for me here and something I would like to re-evaluate if it hits $9bb mrket cap"  
[X Link](https://x.com/taobanker/status/1975339400562397222) [@taobanker](/creator/x/taobanker) 2025-10-06T23:16Z 7945 followers, 1558 engagements


"why is $bur trading inverse $argt"  
[X Link](https://x.com/taobanker/status/1976355936580272493) [@taobanker](/creator/x/taobanker) 2025-10-09T18:35Z 7945 followers, 1206 engagements


"$BUR approaching TBV seems wrong. right"  
[X Link](https://x.com/taobanker/status/1978874899746681146) [@taobanker](/creator/x/taobanker) 2025-10-16T17:25Z 7945 followers, 1182 engagements


"the guy on cnbc was like "loans to illegal immigrants that left the country clearly a one off event" and the host was like brUH leTs chanGE thE toPiC yoUR TaLkInG PoiNTs ArE AsS"  
[X Link](https://x.com/taobanker/status/1979181918227775613) [@taobanker](/creator/x/taobanker) 2025-10-17T13:45Z 7945 followers, 1089 engagements


"If you listen to Trump recently he keeps explicitly saying that he needs tariffs for national security. The courts will be hesitant to restrain the limits of this argument because the President is elected specifically to make decisions of national security"  
[X Link](https://x.com/taobanker/status/1979246488065556595) [@taobanker](/creator/x/taobanker) 2025-10-17T18:01Z 7945 followers, XXX engagements


"@benbonning Well there are several layers of legal precedent to fall back on for tariffs. I think he is basically anticipating that the reciprocal tariffs are shot down and therefore planning to stretch the national security angle. Practically I believe he'll get almost everything he wants"  
[X Link](https://x.com/taobanker/status/1979250556842516824) [@taobanker](/creator/x/taobanker) 2025-10-17T18:18Z 7945 followers, XX engagements


"@JapanDeepValue1 bruh"  
[X Link](https://x.com/taobanker/status/1979258528578638203) [@taobanker](/creator/x/taobanker) 2025-10-17T18:49Z 7945 followers, XX engagements


"Technology is fucking incredible. We have reduced the real cost of oil by like 90%. Think about that. The real rate of inflation should be negative. Politicians destroy all gains from productivity in addition to debasing the currency"  
[X Link](https://x.com/taobanker/status/1979691788735856685) [@taobanker](/creator/x/taobanker) 2025-10-18T23:31Z 7947 followers, 3043 engagements


"@DaniloMenshikov i agree that technologically bitcoin is the ideal reserve asset like gold was"  
[X Link](https://x.com/taobanker/status/1979695441068618150) [@taobanker](/creator/x/taobanker) 2025-10-18T23:45Z 7946 followers, XX 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) [@taobanker](/creator/x/taobanker) 2025-02-25T20:13Z 7939 followers, 1249 engagements


"Almost got really excited about $bmrry $bme.l "overstated depreciation" then realized I was just looking at the absolutely insanity of IFRS cash flow statement. still think the stonk is too cheap but maybe more downgrades are looming"  
[X Link](https://x.com/taobanker/status/1903657673079283822) [@taobanker](/creator/x/taobanker) 2025-03-23T03:58Z 7943 followers, 2225 engagements


"if investing in magnets worked why wouldn't investing in lasers work please keep replies to XX words or fewer. $nopmf $ipgp"  
[X Link](https://x.com/taobanker/status/1934067727594893377) [@taobanker](/creator/x/taobanker) 2025-06-15T01:57Z 7944 followers, 1811 engagements


"wow $bme.l $bmrry"  
[X Link](https://x.com/taobanker/status/1934657656960037327) [@taobanker](/creator/x/taobanker) 2025-06-16T17:01Z 7943 followers, 1426 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) [@taobanker](/creator/x/taobanker) 2025-06-16T17:46Z 7943 followers, 7560 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"  
[X Link](https://x.com/taobanker/status/1940219952671465644) [@taobanker](/creator/x/taobanker) 2025-07-02T01:24Z 7943 followers, 3573 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) [@taobanker](/creator/x/taobanker) 2025-07-22T21:32Z 7939 followers, 5030 engagements


"It's pretty obvious to me that we'll still be racing horses in a 1000 years if society still exists. Should I just buy $CHDN"  
[X Link](https://x.com/taobanker/status/1949762172902322231) [@taobanker](/creator/x/taobanker) 2025-07-28T09:21Z 7944 followers, XXX engagements


"Praying $chdn blows up on shit earnings so that I can invest in horseracing"  
[X Link](https://x.com/taobanker/status/1951055959247159602) [@taobanker](/creator/x/taobanker) 2025-07-31T23:02Z 7944 followers, XXX 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) [@taobanker](/creator/x/taobanker) 2025-08-06T23:36Z 7942 followers, 2252 engagements


"I'm thinking about how $ABF.L once sold for 6x fwd earnings and $CCHGY once sold for 10x fwd earnings. Which boring company is the equivalent today Best I can think of other than $BME.L is $CROX or maybe $CRI (but that's a bit small). I suppose you could argue $UGI is close at 11x"  
[X Link](https://x.com/taobanker/status/1955329226313506824) [@taobanker](/creator/x/taobanker) 2025-08-12T18:03Z 7943 followers, 1294 engagements


"Average day in the life of a $BME.L shareholder. Everyone check in for today's roll call"  
[X Link](https://x.com/taobanker/status/1957471280115920923) [@taobanker](/creator/x/taobanker) 2025-08-18T15:54Z 7943 followers, 1099 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) [@taobanker](/creator/x/taobanker) 2025-09-02T22:21Z 7939 followers, 2049 engagements


"I just took a quick look at $BAH and it's too hard for me to tell what normalized / full-cycle earnings should look like. I marked it to revisit at a $XX price target"  
[X Link](https://x.com/taobanker/status/1963574720697180247) [@taobanker](/creator/x/taobanker) 2025-09-04T12:07Z 7944 followers, 1203 engagements


"Is this the last chance to buy $VIRT before the singularity"  
[X Link](https://x.com/taobanker/status/1964305148542419349) [@taobanker](/creator/x/taobanker) 2025-09-06T12:30Z 7941 followers, XXX 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) [@taobanker](/creator/x/taobanker) 2025-09-06T16:27Z 7943 followers, 1698 engagements


"re: low beta stonks vs building a thoughtfully-diversified portfolio one idea i've floated a few times over the years is making $virt a core holding due to its strong diversification properties $virt now trading at multiples that are absurdly low not even really worth discussing street estimates but the company is paying a XXX% dividend and has been annihilating X% of shares per year on avg over last X years the company is basically irreplaceable in an oligopoly (market making) while also branching out to execution services the headline market cap $3.2bb intuitively seems way too low. should"  
[X Link](https://x.com/taobanker/status/1965514427962417206) [@taobanker](/creator/x/taobanker) 2025-09-09T20:35Z 7941 followers, 2065 engagements


"My main question on $MGPI is whether their middleman distillery business makes the business less cyclical somehow or if they're just as fucked as everyone else"  
[X Link](https://x.com/taobanker/status/1968132134595596317) [@taobanker](/creator/x/taobanker) 2025-09-17T01:57Z 7940 followers, XXX engagements


"$VIRT enjoyooors -- anybody buying today"  
[X Link](https://x.com/taobanker/status/1968334678026518742) [@taobanker](/creator/x/taobanker) 2025-09-17T15:22Z 7941 followers, XXX engagements


"Is the bear case at $VIRT really just new CEO Sounds weak af"  
[X Link](https://x.com/taobanker/status/1969069362658037991) [@taobanker](/creator/x/taobanker) 2025-09-19T16:01Z 7941 followers, XXX engagements


"The only regime change that matters in this market is $bme.l going up"  
[X Link](https://x.com/taobanker/status/1970420339139399885) [@taobanker](/creator/x/taobanker) 2025-09-23T09:29Z 7943 followers, XXX engagements


"$HE for 7.5x fwd ebitda"  
[X Link](https://x.com/taobanker/status/1970452435115352276) [@taobanker](/creator/x/taobanker) 2025-09-23T11:37Z 7939 followers, 1180 engagements


"@waterboystocks Printing cash"  
[X Link](https://x.com/taobanker/status/1970885409598276035) [@taobanker](/creator/x/taobanker) 2025-09-24T16:17Z 7944 followers, 1324 engagements


"$CPB yep listen i gotta pat myself on the back here. i told everyone when to buy when to sell and then to stay the fuck away. management covering up weakness with their dumbass feelgood slides. scalpavelli is permanently short bullshit copium management teams and permanently long straight-talkers"  
[X Link](https://x.com/taobanker/status/1972710213703671826) [@taobanker](/creator/x/taobanker) 2025-09-29T17:09Z 7940 followers, XXX engagements


"$MKC as i said many times the thesis "pricing power will normalize" is like generally not a good thesis without examining why pricing power has declined"  
[X Link](https://x.com/taobanker/status/1972716779719073854) [@taobanker](/creator/x/taobanker) 2025-09-29T17:35Z 7944 followers, 1001 engagements


"skating video game is the most realistic bull case for $vfc"  
[X Link](https://x.com/taobanker/status/1972736926508810428) [@taobanker](/creator/x/taobanker) 2025-09-29T18:55Z 7944 followers, 1269 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) [@taobanker](/creator/x/taobanker) 2025-10-03T13:47Z 7938 followers, XXX engagements


"I knew that shorting $spg was not a great idea. Probably not a terrible idea either if you have good longs -- but there are better shorts"  
[X Link](https://x.com/taobanker/status/1974459241512747270) [@taobanker](/creator/x/taobanker) 2025-10-04T12:59Z 7943 followers, XXX engagements


"Idk who needs to hear this but $PINS is not trading at 20x earnings"  
[X Link](https://x.com/taobanker/status/1974461161551896638) [@taobanker](/creator/x/taobanker) 2025-10-04T13:06Z 7940 followers, 1220 engagements


"$MAA crosses below the lowest street price target trading a 6.5+ cap XXX% dividend. Decent defensive option"  
[X Link](https://x.com/taobanker/status/1974464825234542865) [@taobanker](/creator/x/taobanker) 2025-10-04T13:21Z 7940 followers, XXX engagements


"My current RSS list: $LMT $CROX $VIRT $MCS $NGS $MGPI $WEN $NCSM"  
[X Link](https://x.com/taobanker/status/1974875196508303624) [@taobanker](/creator/x/taobanker) 2025-10-05T16:31Z 7939 followers, 2019 engagements


"It looks like $STZ "failed to disappoint" which is what I am predicting for $TAP moving forward"  
[X Link](https://x.com/taobanker/status/1975307521310228799) [@taobanker](/creator/x/taobanker) 2025-10-06T21:09Z 7940 followers, 1049 engagements


"$bme.l alright well that settles it. never buy anything optically cheap. buy accelerating top lines in the year's hot sector. never look at price"  
[X Link](https://x.com/taobanker/status/1975479618066129067) [@taobanker](/creator/x/taobanker) 2025-10-07T08:33Z 7943 followers, XXX engagements


"$bme.l +11% off the lows.these U.K. opening selloffs get crazy.no buyers due to stamp tax"  
[X Link](https://x.com/taobanker/status/1975523957257261481) [@taobanker](/creator/x/taobanker) 2025-10-07T11:29Z 7943 followers, 1278 engagements


"@evrgn11112231 Sorry bro we're gonna need you to deactivate again for $bme.l to go up again"  
[X Link](https://x.com/taobanker/status/1975699516545507647) [@taobanker](/creator/x/taobanker) 2025-10-07T23:07Z 7943 followers, XXX engagements


""cuba has the lowest tylenol use and the lowest autism rates" holy fucking christ RFK is so fucking god damn retarded"  
[X Link](https://x.com/taobanker/status/1976333332909805754) [@taobanker](/creator/x/taobanker) 2025-10-09T17:05Z 7941 followers, 3781 engagements


"$CPB gross margins is an insane bruh moment"  
[X Link](https://x.com/taobanker/status/1976347915083039136) [@taobanker](/creator/x/taobanker) 2025-10-09T18:03Z 7940 followers, 1939 engagements


"This chart of $CPB fwd EBIT estimates is literally insane"  
[X Link](https://x.com/taobanker/status/1976378137857667140) [@taobanker](/creator/x/taobanker) 2025-10-09T20:04Z 7943 followers, 1079 engagements


"Anyone wanna share their $VZ take with the rest of the class"  
[X Link](https://x.com/taobanker/status/1976385665051902283) [@taobanker](/creator/x/taobanker) 2025-10-09T20:33Z 7945 followers, 1084 engagements


"$HON: X% earnings yield X% buyback X% growth XX% IRR"  
[X Link](https://x.com/taobanker/status/1976421625957585008) [@taobanker](/creator/x/taobanker) 2025-10-09T22:56Z 7942 followers, 9670 engagements


"The thing with $HON and $KHC is that like so many spinoff stories such as $BHC there is always the question of where to stick the debt and how to divvy up overhead expenses. This confrontation with reality is sometimes a box best left unopened"  
[X Link](https://x.com/taobanker/status/1976422339060662301) [@taobanker](/creator/x/taobanker) 2025-10-09T22:59Z 7939 followers, XXX engagements


"@Investor_NICK_ You been receiving any pushback Can be a tough sell versus $MCD or $YUM. Tell them they need to try the new tendies"  
[X Link](https://x.com/taobanker/status/1976422921804673327) [@taobanker](/creator/x/taobanker) 2025-10-09T23:01Z 7944 followers, XXX engagements


"@LootDropCapital china is crushing them all"  
[X Link](https://x.com/taobanker/status/1976730076092981325) [@taobanker](/creator/x/taobanker) 2025-10-10T19:22Z 7943 followers, XXX engagements


"Damage report: $ELF - XXXX% $TER -XXX% $BABA -XXX% $DENN -XXX% $RES -XXX% $CMP -XXX% $CRI -XXX% $HLX -XXX% $GNK -XXX% $PKE -XXX% $FDX -XXX% $COLM -XXX% $ALRM -4.5%"  
[X Link](https://x.com/taobanker/status/1976750349085004271) [@taobanker](/creator/x/taobanker) 2025-10-10T20:43Z 7943 followers, 4351 engagements


"@optionsly Those are literally the biggest losers today. $TAP and $VLGEA and $ASBFY did alright"  
[X Link](https://x.com/taobanker/status/1976752322706579665) [@taobanker](/creator/x/taobanker) 2025-10-10T20:50Z 7940 followers, XXX engagements


"Without knowing anything particular about this situation I see the debt loads and the stock prices and it just seems like there's way more downside across the board. That's why I took a break from the TiO2 trade after just a quick shot. Maybe $LYB products have a different situation but China is plowing everyone and valuations are only down like XX% from the peak with massive bloated balance sheets"  
[X Link](https://x.com/taobanker/status/1977034538904617435) [@taobanker](/creator/x/taobanker) 2025-10-11T15:32Z 7941 followers, XXX engagements


"Thank you to everyone who participated in the discussions on IRR math. I'm honestly embarrassed that I was tweeting such silly things but hopefully people learned something. With that said: $UNP X% earnings yield X% growth (2027 street consensus: 8%) XX% IRR What would happen if we bought this"  
[X Link](https://x.com/taobanker/status/1977036439012389371) [@taobanker](/creator/x/taobanker) 2025-10-11T15:39Z 7943 followers, 6206 engagements


"@SaquonCapital what's your fav name waste names are a little more expensive and don't buy back shares at least the ones i follow"  
[X Link](https://x.com/taobanker/status/1977073237776646336) [@taobanker](/creator/x/taobanker) 2025-10-11T18:06Z 7943 followers, XXX engagements


"@evrgn11112231 Hmmm. interesting to hear that coming from you. don't you screen everything for a XX year outlook Is something stopping $UNP from averaging X% EPS growth for the next decade or is that just not cheap enough for you"  
[X Link](https://x.com/taobanker/status/1977082893131563407) [@taobanker](/creator/x/taobanker) 2025-10-11T18:44Z 7943 followers, XXX engagements


"Damodoran: I never buy more than X% As I've said many times before X% position limits is one of the simplest and most effective risk management rules for long only"  
[X Link](https://x.com/taobanker/status/1977408965576474650) [@taobanker](/creator/x/taobanker) 2025-10-12T16:20Z 7941 followers, 27.9K engagements


"Energy is historically the best stagflation asset class. It's probably time to be plowing back in imo But many e&p are overpriced so idk be selective"  
[X Link](https://x.com/taobanker/status/1977652346021966156) [@taobanker](/creator/x/taobanker) 2025-10-13T08:27Z 7939 followers, 3601 engagements


"@RoryRonan2 $sbux could fall to like $XX man that stock sucks ass $tgt seems ridiculously cheap but i don't really understand the details of how tariffs impact them $lulu tough call between this and $tgt i tihnk i lean towards $tgt because the amex deal feels kinda desperte"  
[X Link](https://x.com/taobanker/status/1977892193546178730) [@taobanker](/creator/x/taobanker) 2025-10-14T00:20Z 7938 followers, XXX engagements


"@CRSRBL1 I'm a boomer so I just figure everything in china is a scam but yeah that would be my go to chinese stock. sorry dont have anything useful to say there"  
[X Link](https://x.com/taobanker/status/1977893031018713185) [@taobanker](/creator/x/taobanker) 2025-10-14T00:23Z 7945 followers, XXX engagements


"Limestone barons ASSEMBLE $NC"  
[X Link](https://x.com/taobanker/status/1978115051375480935) [@taobanker](/creator/x/taobanker) 2025-10-14T15:05Z 7942 followers, XXX engagements


"Oh my goodness. I gave the new ChatGPT 5-pro a prompt to write a Taiheiyo Cement memo with a couple dozen lines of rough notes to look for. It fucking nailed the main thesis right off the bat -- not just a turnaround / value trap but a margin expansion story"  
[X Link](https://x.com/taobanker/status/1978132110050288061) [@taobanker](/creator/x/taobanker) 2025-10-14T16:13Z 7944 followers, 1028 engagements


"about to TITFU at $TXRH opening hour with my dad.will report back"  
[X Link](https://x.com/taobanker/status/1978179586744529376) [@taobanker](/creator/x/taobanker) 2025-10-14T19:22Z 7940 followers, 2027 engagements


"@benbonning do you think $vfc / vans is primed for a good comeback here"  
[X Link](https://x.com/taobanker/status/1978494558695534790) [@taobanker](/creator/x/taobanker) 2025-10-15T16:13Z 7944 followers, XXX engagements


"Tax shield strategy for high cash allocation investors: - Switch all cash to $BOXX or long-dated box spreads - Take out margin loan and plow proceeds into same - Congratulations you are now deferring all of your interest income and can write off margin expense from STCG"  
[X Link](https://x.com/taobanker/status/1978500547733774668) [@taobanker](/creator/x/taobanker) 2025-10-15T16:37Z 7943 followers, XXX engagements


"Alternative to $BOXX: ITM LEAPs on $unp etc"  
[X Link](https://x.com/taobanker/status/1978502751551144057) [@taobanker](/creator/x/taobanker) 2025-10-15T16:46Z 7941 followers, XXX engagements


"I have been plowing buy button on $epsn. Listen I'll boil this down to what really matters. These guys are private equity bros that took over management of a $7mm ebitda midstream natty gathering asset + non-operator. They preserved a strong balance sheet dividend policy and"  
[X Link](https://x.com/taobanker/status/1978515768263262587) [@taobanker](/creator/x/taobanker) 2025-10-15T17:38Z 7940 followers, XXX engagements


"forgot i had a massive $cold dividend incoming despite being a schizo scalper.feesgoodman"  
[X Link](https://x.com/taobanker/status/1978580325715357833) [@taobanker](/creator/x/taobanker) 2025-10-15T21:54Z 7944 followers, XXX engagements


"no one has tweeted about $tep.pa for over a month"  
[X Link](https://x.com/taobanker/status/1978737576128192642) [@taobanker](/creator/x/taobanker) 2025-10-16T08:19Z 7942 followers, 1151 engagements


"All of my furus are perfectly hedged. This is why I have XX paid subscriptions"  
[X Link](https://x.com/taobanker/status/1978886606049116190) [@taobanker](/creator/x/taobanker) 2025-10-16T18:11Z 7941 followers, 1528 engagements


"@shortbus_ace so do I understand correctly that this is going to work out and the company is going to unwind this reserve which is currently over X% of market cap"  
[X Link](https://x.com/taobanker/status/1978979999760662620) [@taobanker](/creator/x/taobanker) 2025-10-17T00:22Z 7942 followers, XXX engagements


"Wow. I am seeing $SNAP short interest down XXX bps to XXX% in the last XX days"  
[X Link](https://x.com/taobanker/status/1978984132412670320) [@taobanker](/creator/x/taobanker) 2025-10-17T00:39Z 7943 followers, 1214 engagements


"It seems like the negative feedback about railroads is simply that their best days of EPS growth are behind them. For investors seeking a bond alternative that's pretty much exactly what you want to hear"  
[X Link](https://x.com/taobanker/status/1978991592980496759) [@taobanker](/creator/x/taobanker) 2025-10-17T01:08Z 7938 followers, 1463 engagements


"@evrgn11112231 Bonds are a tax hellscape.will take a look at $TDG"  
[X Link](https://x.com/taobanker/status/1978992920729354471) [@taobanker](/creator/x/taobanker) 2025-10-17T01:14Z 7941 followers, XXX engagements


"Please explain why I should buy a bank other than $CARE which is trading at book value in the greatest state in the nation"  
[X Link](https://x.com/taobanker/status/1979024878821839282) [@taobanker](/creator/x/taobanker) 2025-10-17T03:21Z 7941 followers, 1304 engagements


"Market was down over X% overnight If President Trump can end this recession before market open that will be truly impressive"  
[X Link](https://x.com/taobanker/status/1979159545722069454) [@taobanker](/creator/x/taobanker) 2025-10-17T12:16Z 7944 followers, 1664 engagements


"@Stephen11198316 I'd be operating out of the hospital bruh"  
[X Link](https://x.com/taobanker/status/1979164107010961416) [@taobanker](/creator/x/taobanker) 2025-10-17T12:34Z 7944 followers, XX engagements


""A lot of lending is done off the bank's books via private credit" Yes it's called a secondary lien. The bank takes a safer position. This is potentially an issue but it's also potentially increasing resilience Most discussions on this are totally nonsensical"  
[X Link](https://x.com/taobanker/status/1979165047923388622) [@taobanker](/creator/x/taobanker) 2025-10-17T12:38Z 7945 followers, 1054 engagements


"excited to listen to this @maxwiethe @orrdavid interview about his $ORR ETF launch. after soaring past $100mm AUM David is now printing cash on his ETF. This is the dream imo"  
[X Link](https://x.com/taobanker/status/1979169396464496924) [@taobanker](/creator/x/taobanker) 2025-10-17T12:55Z 7944 followers, 5051 engagements


"dude @maxwiethe you asked some heavy hitting questions in this interview. It was awesome. I really liked the market making discussion at the end"  
[X Link](https://x.com/taobanker/status/1979178062588551361) [@taobanker](/creator/x/taobanker) 2025-10-17T13:29Z 7939 followers, XXX engagements


"nasdaq fighting for its life on verge of destructomode"  
[X Link](https://x.com/taobanker/status/1979209430555123924) [@taobanker](/creator/x/taobanker) 2025-10-17T15:34Z 7938 followers, 1180 engagements


"@noul_t $TAP kings calculating their X% 10-year forward IRR"  
[X Link](https://x.com/taobanker/status/1979209758373486669) [@taobanker](/creator/x/taobanker) 2025-10-17T15:35Z 7940 followers, XX engagements


"@Fierce__beast @StockJabber So are you pretty sure that $PINS and $NRDS are cooked"  
[X Link](https://x.com/taobanker/status/1979284312001564899) [@taobanker](/creator/x/taobanker) 2025-10-17T20:32Z 7940 followers, XXX engagements


"@whhatisachoice Crab bucket toxicity is negtively correlated with real GDP growth"  
[X Link](https://x.com/taobanker/status/1979703877902701002) [@taobanker](/creator/x/taobanker) 2025-10-19T00:19Z 7943 followers, XX engagements


"Maybe: $OWLT $BMBL $NCLH $RDI $GRAB $TALK $SEMR $OPRA but idk tho frfr"  
[X Link](https://x.com/taobanker/status/1964326297892532670) [@taobanker](/creator/x/taobanker) 2025-09-06T13:54Z 7946 followers, 1376 engagements


"@TheBenSchmark @evan_lorenz Oh yeah. I remember your post. That's been an epic call. Ultimately I see this price as a place to take a stand w/ the recent price divergence between $cold and $line and $tlt off the bottom"  
[X Link](https://x.com/taobanker/status/1973072002261880871) [@taobanker](/creator/x/taobanker) 2025-09-30T17:06Z 7946 followers, XXX engagements


"With Lockheed hyping up its own drone is there a credible buyer or $ktos If not could be a good short"  
[X Link](https://x.com/taobanker/status/1976268077357551965) [@taobanker](/creator/x/taobanker) 2025-10-09T12:46Z 7946 followers, 2407 engagements


"$WEN earnings add-backs: Goodwill amort: $62mm Other (software amort): $23mm Restructuring/writedown: $9mm Loss on equity: $3mm SBC: $10mm (adding back half since stock price tanked) My dude that's $107mm of add-backs / cash flow on just $200mm of earnings It feels like I'm taking crazy pills looking at this"  
[X Link](https://x.com/taobanker/status/1976424338300575857) [@taobanker](/creator/x/taobanker) 2025-10-09T23:07Z 7946 followers, 2101 engagements


"I'm taking it off my watchlist since it's a PFIC but if you're an international investor you should check out UK student housing REIT $UTG.L"  
[X Link](https://x.com/taobanker/status/1979297381519602131) [@taobanker](/creator/x/taobanker) 2025-10-17T21:24Z 7946 followers, XXX engagements


"@DaniloMenshikov We had that with gold"  
[X Link](https://x.com/taobanker/status/1979694601855529154) [@taobanker](/creator/x/taobanker) 2025-10-18T23:42Z 7945 followers, XX engagements


"Jesus.got some heavy hitters on my watchlist now. really hard to decide what to own here: $EPSN $BUR $MGPI $BCC $NL $WEN $OLVAS $STWD $BREE.L"  
[X Link](https://x.com/taobanker/status/1971342834864382355) [@taobanker](/creator/x/taobanker) 2025-09-25T22:35Z 7946 followers, 2005 engagements


"Arguments for or against $BUR at XXXX TBV"  
[X Link](https://x.com/taobanker/status/1973037061394604511) [@taobanker](/creator/x/taobanker) 2025-09-30T14:47Z 7946 followers, 1001 engagements


"$LOVE as a potential private equity / takeunder target: - XX% net cash - formidable scale grew like crazy since covid - established brand - serious operating leverage + already makes money - fat to trim"  
[X Link](https://x.com/taobanker/status/1976388199137394806) [@taobanker](/creator/x/taobanker) 2025-10-09T20:44Z 7946 followers, 1545 engagements


"Was on LinkedIn and came across a guy from my dorm in college. He had a stratospheric ascent to Partner at one of the megatech venture arms. Lo and behold I find his dad's profile -- dad is a heavy-hitting private equity legend / all-star like one tier below household name. Wow"  
[X Link](https://x.com/taobanker/status/1977414552804593756) [@taobanker](/creator/x/taobanker) 2025-10-12T16:42Z 7946 followers, 28.2K engagements


"Did Evercore cite me in their $YELP upgrade"  
[X Link](https://x.com/taobanker/status/1977791654313476308) [@taobanker](/creator/x/taobanker) 2025-10-13T17:40Z 7946 followers, 1655 engagements


"$yelp it feels like somebody knows something so i loaded up since im the only person in the whole market who is actually prepared for good news"  
[X Link](https://x.com/taobanker/status/1978134333773803972) [@taobanker](/creator/x/taobanker) 2025-10-14T16:22Z 7945 followers, 1374 engagements


"Insiders own XX% of $DSWL whcih now trades with XXX% net cash to market cap and less than 9x adj TTM earnings"  
[X Link](https://x.com/taobanker/status/1979551984576241867) [@taobanker](/creator/x/taobanker) 2025-10-18T14:15Z 7946 followers, 8664 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) [@taobanker](/creator/x/taobanker) 2025-10-18T14:17Z 7946 followers, 6251 engagements


"$APLE moderately leveraged hotel REIT trading for .86 TBV seems kind of wild"  
[X Link](https://x.com/taobanker/status/1979560280138076463) [@taobanker](/creator/x/taobanker) 2025-10-18T14:48Z 7946 followers, XXX engagements


"This is big tech's greatest financial innovation since strongarming wall street into adjusting SBC out of the entire industry's headline earnings estimates"  
[X Link](https://x.com/taobanker/status/1979689936753512667) [@taobanker](/creator/x/taobanker) 2025-10-18T23:23Z 7946 followers, 4095 engagements


"Bruh this is one of the oldest pitches of all time ya'll are literally crazy with the shitposts that gain traction"  
[X Link](https://x.com/taobanker/status/1979904167373095421) [@taobanker](/creator/x/taobanker) 2025-10-19T13:35Z 7947 followers, XXX engagements


"What's the latest news on $GIFI This stock fell off my radar. Anyone bullish here Feels like it could pop off like $MTRX"  
[X Link](https://x.com/taobanker/status/1947764532912295972) [@taobanker](/creator/x/taobanker) 2025-07-22T21:03Z 7946 followers, XXX engagements


"Kind of embarassing to admit this but since I haven't held a REIT long term in a while I underestimated the tax treatment potential from return of capital. It depends tho. For example $NSA and $COLD have both labeled 20%+ of recent distributions as return of capital. That's a big tax tailwind if you're holding long term. However $MAA distros have involved almost no return of capital"  
[X Link](https://x.com/taobanker/status/1970043863659090347) [@taobanker](/creator/x/taobanker) 2025-09-22T08:33Z 7946 followers, 1531 engagements


"I'm trying to think of some of the absolute dumbest trades a real person could plausibly conceive of. Buying $CROX strictly due to Croctober is right there on the boundary. I'm long"  
[X Link](https://x.com/taobanker/status/1976007084815864204) [@taobanker](/creator/x/taobanker) 2025-10-08T19:29Z 7946 followers, 20K engagements


"@CompoundingLab because of a XX% discount to intrinsic value"  
[X Link](https://x.com/taobanker/status/1979921789921718778) [@taobanker](/creator/x/taobanker) 2025-10-19T14:45Z 7946 followers, XXX engagements