# ![@tmccutcheon3 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3325818719.png) @tmccutcheon3 Thomas McCutcheon

Thomas McCutcheon posts on X about $tpb, $ogn, cash flow, $pm the most. They currently have [------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::3325818719/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3325818719/c:line/m:interactions.svg)

- [--] Week [-----] +142%
- [--] Month [-----] +2,266%
- [--] Months [-----] +262%
- [--] Year [-----] +448%

### Mentions: [--] [#](/creator/twitter::3325818719/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3325818719/c:line/m:posts_active.svg)


### Followers: [------] [#](/creator/twitter::3325818719/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3325818719/c:line/m:followers.svg)

- [--] Week [--] no change
- [--] Month [--] +3.20%
- [--] Months [--] +23%
- [--] Year [--] +27%

### CreatorRank: [---------] [#](/creator/twitter::3325818719/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3325818719/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [currencies](/list/currencies)  [products](/list/products)  [financial services](/list/financial-services) 

**Social topic influence**
[$tpb](/topic/$tpb), [$ogn](/topic/$ogn), [cash flow](/topic/cash-flow), [$pm](/topic/$pm), [market cap](/topic/market-cap), [debt](/topic/debt), [$amr](/topic/$amr), [$mo](/topic/$mo), [business](/topic/business), [share](/topic/share)

**Top accounts mentioned or mentioned by**
[@boujeebanker](/creator/undefined) [@frepouch](/creator/undefined) [@lazereater](/creator/undefined) [@fcompounders](/creator/undefined) [@rauwkost1](/creator/undefined) [@tobaccoinsider](/creator/undefined) [@alppouch](/creator/undefined) [@prillacom](/creator/undefined) [@xebitda](/creator/undefined) [@nicotinecap](/creator/undefined) [@johndoeknowsguy](/creator/undefined) [@clarksquarecap](/creator/undefined) [@leevalueroach](/creator/undefined) [@investingcanons](/creator/undefined) [@mikeoilinvest](/creator/undefined) [@yeytothenas](/creator/undefined) [@xtimes1](/creator/undefined) [@healthstocks](/creator/undefined) [@investorx87](/creator/undefined) [@investspecial](/creator/undefined)

**Top assets mentioned**
[Origin Protocol (OGN)](/topic/$ogn) [Philip Morris International Inc. (PM)](/topic/$pm) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Altria Group Inc (MO)](/topic/$mo) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Genworth Financial, Inc. (GNW)](/topic/$gnw) [Monster Beverage Corp (MNST)](/topic/$mnst) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) [Archway (ARCH)](/topic/$arch) [Peabody Energy Corporation (BTU)](/topic/$btu) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Eli Lilly and Company (LLY)](/topic/$lly) [British American Tobacco (BTI)](/topic/$bti) [PepsiCo, Inc. (PEP)](/topic/$pep) [Boston Omaha Corporation (BOC)](/topic/$boc) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Fiserv Inc (FISV)](/topic/$fisv) [Domino's Pizza Inc (DPZ)](/topic/$dpz)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@boujee_banker I believe this was the pricing listed after the introductory offer as we have [----] listed for todays price"  
[X Link](https://x.com/anyuser/status/1710476701304532999)  2023-10-07T02:06Z [--] followers, [--] engagements


"@xEBITDA They participate in an IP business with a bunch of generics + nexplanon and the bio similar business. So they have some branded pricing lower but not much. After interest its 1.3B or profits on a capital base of 12B. The levered FCF looks great at 30+%"  
[X Link](https://x.com/tmccutcheon3/status/1710498966754709519)  2023-10-07T03:35Z [--] followers, [--] engagements


"@rauwkost1 @boujee_banker Did you notice the free cash flow numbers I calculated $-1B on the [--] months and +2.7B for Q3(1.2 of this is working capital based on transcript). OCF through 3Qs is -114k"  
[X Link](https://x.com/tmccutcheon3/status/1716952696408961186)  2023-10-24T22:59Z [--] followers, [--] engagements


"@boujee_banker @rauwkost1 There appeared to be quite a bit of BS in cash flow statement. I took net decrease in cash - dividends - 10500(short term CDs). Thats $1M in cash out the door for this years sustaining operations. The number increases to $2.2M when you add sept30-oct20 cash change"  
[X Link](https://x.com/tmccutcheon3/status/1716971315846930503)  2023-10-25T00:13Z [--] followers, [--] engagements


"@mike_oil_invest Did you ever look into Africa Oil $aoc They have a 6.2% interest in venus via impact oil and gas. No windfall taxes in Canada"  
[X Link](https://x.com/tmccutcheon3/status/1717401947530039749)  2023-10-26T04:45Z [--] followers, [--] engagements


"@YeyToTheNas I think they will do the BB and preemption on Nigeria if oil stays in range. I dont think they will bite on impact as it doesnt fit with where company is wrt its market cap. Our CFO is a degenerate just like us with 500k shares. Hes not diluting Nigeria for Venus"  
[X Link](https://x.com/tmccutcheon3/status/1731800833916850503)  2023-12-04T22:21Z [--] followers, [--] engagements


"Organon pharma $OGN $2B of ebit $525M in interest $200M taxes. $1.25B in fcf on a market cap of $2.8B. Why not make 40%+ returns on womens health and biosimilars"  
[X Link](https://x.com/tmccutcheon3/status/1733553400015474984)  2023-12-09T18:25Z [--] followers, [---] engagements


"@xEBITDA @x_times_1 Its high but youre still looking at 10%+ fcf returns on EV and 40%+ leveraged fcf return on market cap. Taxes + interest = 700M"  
[X Link](https://x.com/tmccutcheon3/status/1733554034672300099)  2023-12-09T18:27Z [--] followers, [--] engagements


"@health_stocks Lily gets to simplify their business. Organon gets another brand they can maximize. Long $OGN with 40% levered free cash returns on cost"  
[X Link](https://x.com/tmccutcheon3/status/1736834931785884049)  2023-12-18T19:44Z [--] followers, [---] engagements


"@InvestorX87 Great story. 5x cash flow as well. Marvelon/Mercilon have incremental revenues of $36M equating to 25% cash on cash return after taxes on 72M investment = management allocates capital decently well"  
[X Link](https://x.com/tmccutcheon3/status/1773453512975712456)  2024-03-28T20:54Z [--] followers, [--] engagements


"Ive been talking up $OGN for months and this Q1 Double Beat is fire. 6.5B annualized revenue Beats are being led by USD exposed growth segments (Nex+Biosims). 3.5x debt/ebitda by EOY24. $30 PT ahead of Q2 guidance raise"  
[X Link](https://x.com/tmccutcheon3/status/1787304447263085015)  2024-05-06T02:12Z [--] followers, [--] engagements


"Genworth looks like a good bet. 81% of enact(enact worth 5B) LTC Corp sends holdcorp money to pay taxes($50M/yr) every year and generates massive NOLs and has a LTC PBM(25% take on discounts at $GNW level not LTC level) in the works 550M of debt for 2.8B. Do your own research"  
[X Link](https://x.com/tmccutcheon3/status/1796348660181275118)  2024-05-31T01:11Z [--] followers, [--] engagements


"Genworth had an underwriting program to automate the process of writing LTC policies back in [----]. They called it Genius. Genworth ended up recognizing that those policies were sold too cheaply when they blew up the subsidiary $GNW"  
[X Link](https://x.com/tmccutcheon3/status/1796944603242770876)  2024-06-01T16:39Z [--] followers, [--] engagements


"@InvestSpecial Im worried a company trading at the value of the cash on its balance sheet is about to use 40% of it investing in printing newspapers. It will then continue to trade at the value of its cash as it potentially destroys more value going forward"  
[X Link](https://x.com/tmccutcheon3/status/1799156491850518733)  2024-06-07T19:08Z [---] followers, [--] engagements


"@tradedollarnut $hcc with a 3handle is thirst trap material"  
[X Link](https://x.com/tmccutcheon3/status/1826689544361791629)  2024-08-22T18:35Z [--] followers, [---] engagements


"If you want to make 25%+ a year dig into $TPB. Youll get 6% from fcf 10% growth from zig zag and stokers dip tobacco and then theyve got a nicotine pouch that makes up 4% of sales growing at 75% q/q 500%+ y/y. #dyor"  
[X Link](https://x.com/tmccutcheon3/status/1829560800370971095)  2024-08-30T16:44Z [---] followers, [---] engagements


"$HCC and $CEIX are the best names in coal. Low cost operators generate consistent returns through the business cycle. $Arch needs better transpo costs and $Amr spends too much on room and pillar. #coaltwitter"  
[X Link](https://x.com/tmccutcheon3/status/1830995652739785117)  2024-09-03T15:45Z [--] followers, [---] engagements


"@EnergyCredit1 Govt deficits increase bond issuance that crowds out private investment. You are correct that the world is too short term focused to take a hit to gdp growth now for faster future growth"  
[X Link](https://x.com/tmccutcheon3/status/1895232566590087319)  2025-02-27T22:00Z [--] followers, [---] engagements


"@nowayout8484 @mfwarder $HCC is the low cost producer of met coal. They use long walls have no unions and have multiple transpo options. $AMR is aggressively mid except they buyback a lot of stock"  
[X Link](https://x.com/tmccutcheon3/status/1895267717277720785)  2025-02-28T00:20Z [--] followers, [---] engagements


""When a company is selling a product with commodity-like economic characteristics being the low-cost producer is all-important." -Buffett $amr $btu"  
[X Link](https://x.com/tmccutcheon3/status/1896387616221909099)  2025-03-03T02:30Z [--] followers, [---] engagements


"This dividend cut was probably the right move. The company does need more capital to grow to take advantage of its fixed costs structure. Debt markets are maxed out and they cant dilute/merge at this price. This gets us to a rerate faster. $OGN"  
[X Link](https://x.com/tmccutcheon3/status/1918056969308426412)  2025-05-01T21:36Z [--] followers, [--] engagements


"@m_korinek The BD deals organon have done were pretty awesome imho. Emgality in its first year generated more revenue than it cost us. Marvelon sales are up massively. Vtama was a steal. We gave roiv 250M down for a drug that will generate 500M of revenue and roiv owner financed it. $ogn"  
[X Link](https://x.com/tmccutcheon3/status/1919521744399880326)  2025-05-05T22:37Z [--] followers, [--] engagements


"$TPB I am riding nicotine pouch growth thinking about Charlie Munger wave riding. Its hard to turn down 25% quarterly growth in pouches at 12.5x ebit in the best sector the past [---] years. TPB has more exposure to pouches per share than $PM. hoping for $MNST style returns"  
[X Link](https://x.com/tmccutcheon3/status/1922356712691954017)  2025-05-13T18:22Z [--] followers, [---] engagements


"@nicotinecap @lazereater Try 21%. In Q1 they did $22.3M in pouches on $106M of total revenue. That 22.3M has grown 25% per quarter for the past [--] quarters. $TPB"  
[X Link](https://x.com/tmccutcheon3/status/1944299115485041109)  2025-07-13T07:33Z [--] followers, [--] engagements


"Organon has a market cap of 2.6B Mgmt says 900M FCF with a 200M forex loss included Dollar is down 17% ytd against the euro $4B ex-us rev X (17%) = 680M fx profit 1.5B in fcf divided by 2.6B in market cap gets me an expected cash flow yield of 50%+ $ogn $mrk $LLY $roiv"  
[X Link](https://x.com/tmccutcheon3/status/1948598278485909730)  2025-07-25T04:16Z [--] followers, [---] engagements


"@JohnDoeKnowsGuy $TPB wont be able to hide any more after Q3 the entire company will be growing at 10% per quarter and accelerating"  
[X Link](https://x.com/tmccutcheon3/status/1954455784047165898)  2025-08-10T08:12Z [--] followers, [--] engagements


"@JohnDoeKnowsGuy $PM is Redbull $bti is coke $mo is Pepsi and $TPB is Monster"  
[X Link](https://x.com/tmccutcheon3/status/1955478432042897557)  2025-08-13T03:56Z [--] followers, [---] engagements


"@rauwkost1 Price for digital subs at $DALN increased from $5-6.93 per week sometime before 8/25 when I updated my model but after 6/30 when the quarter ended"  
[X Link](https://x.com/tmccutcheon3/status/1714678554103873541)  2023-10-18T16:23Z [--] followers, [---] engagements


"@boujee_banker What did you think of $DALN [--] month cash flow statement for 2023"  
[X Link](https://x.com/tmccutcheon3/status/1716677335619969530)  2023-10-24T04:45Z [--] followers, [---] engagements


"@typicalcapital $DALN is a very similar company with a much better balance sheet than $LEE. I bailed because I believe the paper version is still subsidizing the digital version"  
[X Link](https://x.com/tmccutcheon3/status/1745894112362889494)  2024-01-12T19:42Z [--] followers, [---] engagements


"$150M in cash and index funds. $57M in debt. [--] CRJ-200 planes worth $80M how much does air Wisconsin with its lease with American Airlines with yearly increases until [----] on these planes trade for $67M. $hrbr"  
[X Link](https://x.com/tmccutcheon3/status/1796378248894349672)  2024-05-31T03:08Z [--] followers, [---] engagements


"$IPM may be free if the lawsuit works out. Otherwise they trade at 1x sales with 50% margins in cyber security(GROWTH). 8M in net cash on 26M MC. Could be nothing could be stupidly cheap. Do your own Research and report back"  
[X Link](https://x.com/tmccutcheon3/status/1979256899708055807)  2025-10-17T18:43Z [--] followers, [--] engagements


"$CRMT looks cheap. $2B in aggregate receivables 770M of debt 220M Market Cap. Receivables paid back in [--] months"  
[X Link](https://x.com/tmccutcheon3/status/1980758404588081206)  2025-10-21T22:09Z [--] followers, [---] engagements


"@hedge_simply Pg [--] of the 2Q [----] report. Gross Contract Amount is 1.95B. Unearned finances charges of 437M are taken off then credit losses then we get down to 1.2B"  
[X Link](https://x.com/tmccutcheon3/status/1980813193355120851)  2025-10-22T01:47Z [--] followers, [---] engagements


"@DismAssetBkd Risk is that the business continues to get worse over time. In [----] or so down payments were 7.5% vs 5% today. Terms were [--] months instead of [--]. Credit ratings going up should counter this. I think itd be hard to lose half of the receivables due over [--] months to lose money"  
[X Link](https://x.com/tmccutcheon3/status/1981013951174541677)  2025-10-22T15:05Z [--] followers, [--] engagements


"At some point $CRMT can just sell the rest of the cars reduce headcount and let the receivables come in. The business isnt even in trouble until they stop selling cars"  
[X Link](https://x.com/tmccutcheon3/status/1981070172258771438)  2025-10-22T18:48Z [--] followers, [---] engagements


"I wonder if were going to see some $AMR sp results from organon $OGN. [--] years of forex losses on 75% of revs and LOE events have led to a lot of people writing off the company. The dollar dropped 11% in [--] quarter. Thats going to be massive on a company levered 4-1 like a house"  
[X Link](https://x.com/tmccutcheon3/status/1981472368603136354)  2025-10-23T21:26Z [--] followers, [---] engagements


"@nicotinecap @lazereater RFK uses Alp. $TPB"  
[X Link](https://x.com/tmccutcheon3/status/1982133962559398385)  2025-10-25T17:15Z [--] followers, [---] engagements


"@ClarkSquareCap Just buy $TPB. 10% quarterly company sales growth headlined by nicotine pouches. 20x earnings. Its a classic Davis triple play. The stock price will move faster than profits which will grow faster than revenue as margins expand. It also fits Mungers wave riding mental model"  
[X Link](https://x.com/tmccutcheon3/status/1982579053644398739)  2025-10-26T22:44Z [--] followers, [---] engagements


"Anyone else poking around $djco at these prices"  
[X Link](https://x.com/tmccutcheon3/status/1983563623839482251)  2025-10-29T15:56Z [--] followers, [---] engagements


"@ClarkSquareCap $IPM is Intelligent Protection Management they technically have 9M shares trading at $2 each. However they also have [--] million preferred convertible shares"  
[X Link](https://x.com/tmccutcheon3/status/1984851931387265248)  2025-11-02T05:15Z [--] followers, [---] engagements


"It absolutely gobsmacks me that Marlboro let Alp take the cowboy imagery from them for nicotine pouches. Incredible mistake. $TPB I cannot wait until their ambition turns international"  
[X Link](https://x.com/tmccutcheon3/status/1986443549869563947)  2025-11-06T14:40Z [--] followers, [---] engagements


"I dont love the Jada sale for $465M. 5x sales for debt reduction is good. Jada was growing at 20% yearly and is unlikely to ever face generic competition $OGN"  
[X Link](https://x.com/tmccutcheon3/status/1986800410280001647)  2025-11-07T14:18Z [--] followers, [---] engagements


"Watching $BOC. No need to be brave. Waiting for the dip to stop dipping"  
[X Link](https://x.com/tmccutcheon3/status/1989381947622395928)  2025-11-14T17:16Z [--] followers, [---] engagements


"@tobaccoinsider I really like the DTC model because of this. It is hard to steal the direct customer. No chance for them to be given other brands or see discounts. $TPB"  
[X Link](https://x.com/tmccutcheon3/status/1990720734633607319)  2025-11-18T09:56Z [--] followers, [---] engagements


"@boujee_banker @JackFarley96 So we gonna smoke an ounce of this Assets up Returns down While you MFers bounce to this"  
[X Link](https://x.com/tmccutcheon3/status/1990789241576829255)  2025-11-18T14:28Z [--] followers, [--] engagements


"@markoinny The difference between investing and gambling is hazy at best for the average investor who does little independent reading. People who sell these products will obviously disagree"  
[X Link](https://x.com/tmccutcheon3/status/1993351077681676469)  2025-11-25T16:08Z [--] followers, [---] engagements


"The debasement trade looked stronger at 7% inflation rates and $1500 gold. The economy is pretty Goldilocks right now"  
[X Link](https://x.com/tmccutcheon3/status/1995249609493631264)  2025-11-30T21:52Z [--] followers, [--] engagements


"This kind of top down analysis misses the point that its individual behavior and the negative consequences associated with bad behavior that drives individual outcomes. The system isnt perfect but its wrong to absolve the individual for the situation they find themselves in. The $140K Poverty Line Debate is Missing the Point Michael Green's viral claim that $140000 should be the new poverty line has been thoroughly debunked. Scott Winship Noah Smith Tyler Cowen and others have picked apart his methodology: he used Essex County NJ data (94th https://t.co/MhrtXsfrgC The $140K Poverty Line"  
[X Link](https://x.com/tmccutcheon3/status/1995897297314382078)  2025-12-02T16:46Z [--] followers, [--] engagements


"@SzczypkaTom @ecommerceshares Its not growth. They wont be able to charge more. This is the end of the business model where distribution was king. Now they are trying to buy IP to stay relevant"  
[X Link](https://x.com/tmccutcheon3/status/1997003355604881678)  2025-12-05T18:01Z [--] followers, [--] engagements


"@INArteCarloDoss Inflation is tame. Unemployment is at a healthy number even if it has trended up from a generational low. Gdpnow is 3.6% real. Interest rates are low. Goldilocks"  
[X Link](https://x.com/tmccutcheon3/status/2000963532397904302)  2025-12-16T16:17Z [--] followers, [---] engagements


"@lazereater @siriusfund Thank you. I dont suppose you have some idea for the current split between alp and fre"  
[X Link](https://x.com/tmccutcheon3/status/2006852853630197907)  2026-01-01T22:19Z [--] followers, [--] engagements


"@aggresivevalue Febezlement. What Charlie Munger called the wealth effect of investment embezzlement on the economy. One guy spends like he has investments. The embezzler spends his ill gotten gains"  
[X Link](https://x.com/tmccutcheon3/status/2008239755675554078)  2026-01-05T18:10Z [--] followers, [--] engagements


"@tobaccoinsider @caiguy Im not so sure about Altria not being a buyer. Does zig zag have overlap"  
[X Link](https://x.com/tmccutcheon3/status/2012254287506653494)  2026-01-16T20:03Z [--] followers, [--] engagements


"@Stamford_Sam @F_Compounders Thats a highly competitive industry. Ask intel what happened when they lost the leading edge"  
[X Link](https://x.com/tmccutcheon3/status/2013791054412103703)  2026-01-21T01:49Z [--] followers, [--] engagements


"@lloydjamesross @F_Compounders UNP competes against trucking"  
[X Link](https://x.com/tmccutcheon3/status/2013791181470101770)  2026-01-21T01:50Z [--] followers, [--] engagements


"@F_Compounders $BWXT monopoly on the nuclear navy $TPB nicotine doesnt compete on price $FISV core processing business"  
[X Link](https://x.com/tmccutcheon3/status/2013821599573557261)  2026-01-21T03:50Z [--] followers, [---] engagements


"@F_Compounders Has dominoes been flat for [--] years $dpz"  
[X Link](https://x.com/tmccutcheon3/status/2013978877945663710)  2026-01-21T14:15Z [--] followers, [---] engagements


"@tobaccoinsider Altria needs to spend money launching on Worldwide and try to get some organic growth going. Theres no need to panic acquire something again they have a long road in front of them"  
[X Link](https://x.com/tmccutcheon3/status/2015491924015071490)  2026-01-25T18:28Z [--] followers, [--] engagements


"Yikes. Marlboro volumes down 12.4% $TPB holders need to 2x the share price before $MO buys us on the cheap"  
[X Link](https://x.com/anyuser/status/2016896139904086049)  2026-01-29T15:28Z [--] followers, [---] engagements


"Derivatives + Banking + Commodities. Munger was right. Why make new mistakes when the old ones work so well $MRX"  
[X Link](https://x.com/tmccutcheon3/status/1994442875073896618)  2025-11-28T16:26Z [--] followers, [---] engagements


"@leevalueroach Have you found Organon $OGN yet Its priced for a 30% yearly contraction"  
[X Link](https://x.com/tmccutcheon3/status/2019046998977241251)  2026-02-04T13:54Z [--] followers, [---] engagements


"$PM looks like Zyn came in light on volumes but maintained 2/3 share at retail"  
[X Link](https://x.com/anyuser/status/2019760974916399387)  2026-02-06T13:11Z [--] followers, [--] engagements


"Live look at why index underperforms buy and hold. Maybe [--] good ideas on this list none of them at a good price and one PFIC in $rprx NEW: @cw_soong and I looked at the coming S&P [---] rebalance. Here's a list of some of the largest eligible names and some names that were close but likely don't quite qualify this time. https://t.co/2f2YSccs5n NEW: @cw_soong and I looked at the coming S&P [---] rebalance. Here's a list of some of the largest eligible names and some names that were close but likely don't quite qualify this time. https://t.co/2f2YSccs5n"  
[X Link](https://x.com/tmccutcheon3/status/1996727464052080950)  2025-12-04T23:44Z [--] followers, [---] engagements


"@DarkfireCapital How do you mentally get around the insider dealing with $TZOO Every time the stock goes up the founder sticks his hand out for his CEO brother to dab"  
[X Link](https://x.com/tmccutcheon3/status/2017363074907300004)  2026-01-30T22:23Z [--] followers, [---] engagements


"@ragingbullcap @Rebel94289165 Ive already upgraded it to Monster levels. $MNST $TPB @FREPouch @alppouch My only concern is that I cant buy Alp and Fre in the same order from TPB directly"  
[X Link](https://x.com/tmccutcheon3/status/2018853323991126157)  2026-02-04T01:05Z [--] followers, [---] engagements


"@lazereater @negligible_cap People only think they are addicted to Celsius"  
[X Link](https://x.com/tmccutcheon3/status/2020636471066230830)  2026-02-08T23:10Z [--] followers, [--] engagements


"$ogn Organon still looks cheap today. Picked up some more shares"  
[X Link](https://x.com/anyuser/status/2020975096081547510)  2026-02-09T21:36Z [--] followers, [--] engagements


"Someone paid me $540 for the option to sell me [---] shares of fisv at $55 in June. #MoneyforNothing"  
[X Link](https://x.com/anyuser/status/2021242173799170555)  2026-02-10T15:17Z [--] followers, [--] engagements


"Going through $PM slide deck. zyn losing share(slowly at retail) growing at 25% yoy. $tpb @alppouch @FREPouch"  
[X Link](https://x.com/anyuser/status/2020694106712989937)  2026-02-09T02:59Z [--] followers, [---] engagements


"@leevalueroach Organon $OGN makes $750M in cash flow for $1.9B of market cap. EV/ebitda of [--] in an industry that historically compounds well. You cant build their sales distribution platform and portfolio of drugs for less than their EV. Priced for perpetual -30% growth with flat outlook"  
[X Link](https://x.com/tmccutcheon3/status/2022706909606818143)  2026-02-14T16:18Z [--] followers, [----] engagements


"Someone paid me $540 for the option to sell me [---] shares of fisv at $55 in June. #MoneyforNothing"  
[X Link](https://x.com/anyuser/status/2021242173799170555)  2026-02-10T15:17Z [--] followers, [--] engagements


"$ogn Organon still looks cheap today. Picked up some more shares"  
[X Link](https://x.com/anyuser/status/2020975096081547510)  2026-02-09T21:36Z [--] followers, [--] engagements


"Going through $PM slide deck. zyn losing share(slowly at retail) growing at 25% yoy. $tpb @alppouch @FREPouch"  
[X Link](https://x.com/anyuser/status/2020694106712989937)  2026-02-09T02:59Z [--] followers, [---] engagements


"$PM looks like Zyn came in light on volumes but maintained 2/3 share at retail"  
[X Link](https://x.com/anyuser/status/2019760974916399387)  2026-02-06T13:11Z [--] followers, [--] engagements


"Now that bitcoin has to compete with AI for spare resources it should head to zero"  
[X Link](https://x.com/anyuser/status/2019508000193675393)  2026-02-05T20:26Z [--] followers, [--] engagements


"RT @prillacom: @FREPouch Mega Packs just landed at Prilla in six flavors with strengths ranging from 3mg to 15mg. The 100-count format h"  
[X Link](https://x.com/anyuser/status/2019487562922909872)  2026-02-05T19:05Z [--] followers, [--] engagements


"@FREPouch Mega Packs just landed at Prilla in six flavors with strengths ranging from 3mg to 15mg. The 100-count format has been popular for good reason. Shop the full range at today. http://Prilla.com A word from our partner @Prillacom: "Is [----] the year of the mega pack FRE's latest flavors have just arrived at Prilla The 100-count format has been popular for good reason - better value less frequent reordering and more efficient storage. FRE's expanded the lineup to https://t.co/YM3qOhO5pR http://Prilla.com A word from our partner @Prillacom: "Is [----] the year of the mega pack FRE's latest"  
[X Link](https://x.com/anyuser/status/2019459177282744486)  2026-02-05T17:12Z [---] followers, [----] engagements


"A word from our partner @Prillacom: "Is [----] the year of the mega pack FRE's latest flavors have just arrived at Prilla The 100-count format has been popular for good reason - better value less frequent reordering and more efficient storage. FRE's expanded the lineup to include Mint Sweet Watermelon Original Wintergreen and Lush. With the format resonating well with users it raises the question: will other brands follow with their own mega pack releases in 2026" Check them out here👇 https://prilla.com/us/fre-nicotine-pouches https://prilla.com/us/fre-nicotine-pouches"  
[X Link](https://x.com/anyuser/status/2019093341808337367)  2026-02-04T16:59Z 16.5K followers, [----] engagements


"If data is the new oil software stocks could go to -$37.63"  
[X Link](https://x.com/anyuser/status/2019151869462082013)  2026-02-04T20:51Z [----] followers, [----] engagements


"We all agree with @NickiMinaj. Even CNN is saying we want VOTER ID. Americans are DONE with fraud. PASS THE SAVE ACT"  
[X Link](https://x.com/anyuser/status/2018898896739536993)  2026-02-04T04:06Z 523.1K followers, 41.8K engagements


"#NewProfilePic"  
[X Link](https://x.com/anyuser/status/2018855892423426264)  2026-02-04T01:15Z [--] followers, [--] engagements


"Finally got my hands on some watermelon. Its outstanding. $TPB @TuckerCarlson is paying off with these flavors"  
[X Link](https://x.com/anyuser/status/2018459960192237863)  2026-02-02T23:02Z [--] followers, [---] engagements


"Yikes. Marlboro volumes down 12.4% $TPB holders need to 2x the share price before $MO buys us on the cheap"  
[X Link](https://x.com/anyuser/status/2016896139904086049)  2026-01-29T15:28Z [--] followers, [---] engagements


"While I breathe I hope"  
[X Link](https://x.com/anyuser/status/2014686692595073388)  2026-01-23T13:08Z [--] followers, [--] engagements


"$TPB will have to find a bigger market for the Indian production. Check out the Sweedish per cap consumption volume vs. the US. Carzy if we get anywhere close. They are seven years ahead of us"  
[X Link](https://x.com/anyuser/status/2013481835112677833)  2026-01-20T05:20Z [---] followers, [---] engagements


"RT @Benzinga: @InvestingCanons Simple ideas dont sell well to people who make a living sounding complex"  
[X Link](https://x.com/anyuser/status/2012113296221233342)  2026-01-16T10:42Z [--] followers, [--] engagements


"@InvestingCanons Simple ideas dont sell well to people who make a living sounding complex"  
[X Link](https://x.com/anyuser/status/2011956489141764293)  2026-01-16T00:19Z 323.1K followers, [---] engagements


"@VerizonSupport Ive had [--] cases open for 7+ days. What do your agents do They open them call the number get no response from the phone awaiting activation. Case closed. So much for the joy of buying a new iPhone @AppleSupport"  
[X Link](https://x.com/anyuser/status/2012001425270714844)  2026-01-16T03:18Z [--] followers, [--] engagements


"Case ID: MR-902650219-W01 Submitted Jan 6"  
[X Link](https://x.com/anyuser/status/2012003311751426453)  2026-01-16T03:25Z [--] followers, [--] engagements


"Ive spent 18+ hours working on this in store on the phone and online. Ridiculous. I cant believe I trust my business with these people"  
[X Link](https://x.com/anyuser/status/2012002015015289242)  2026-01-16T03:20Z [--] followers, [--] engagements


"I am long TACOs and short Big Mac. If TUNA comes down a little I may nibble. Do your own research Im not your advisor"  
[X Link](https://x.com/anyuser/status/2010441625508646912)  2026-01-11T20:00Z [--] followers, [--] engagements


"Syria Iran and now Venezuela. Russias allies continue to be whittled away as Putin refuses to stop one of the last few wars left under the Trump admin"  
[X Link](https://x.com/anyuser/status/2008236595619782909)  2026-01-05T17:58Z [--] followers, [--] engagements


"I think people are sleeping on Todd Combs taking over $JPM in a few years"  
[X Link](https://x.com/anyuser/status/1998868342485168441)  2025-12-10T21:32Z [--] followers, [--] engagements

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