# ![@waterboystocks Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1614053337418301441.png) @waterboystocks waterboy

No specific company named "Waterboy" appears in the provided tweets. However, various stocks are being discussed, including $TAP, $DEO, $CRGB, $CLDT, $CVNA, $CMCSA, $KHC, $BBWI, and $MCK, with topics ranging from share buybacks, dividend yields, and CEO actions. Several write-ups are also mentioned on Substack.

### Engagements: [-----] [#](/creator/twitter::1614053337418301441/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1614053337418301441/c:line/m:interactions.svg)

- [--] Week [-----] -98%
- [--] Month [-------] +235%
- [--] Months [-------] +457%
- [--] Year [-------] +316%

### Mentions: [--] [#](/creator/twitter::1614053337418301441/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1614053337418301441/c:line/m:posts_active.svg)

- [--] Week [--] -15%
- [--] Month [--] +76%
- [--] Months [---] +108%
- [--] Year [---] +138%

### Followers: [-----] [#](/creator/twitter::1614053337418301441/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1614053337418301441/c:line/m:followers.svg)

- [--] Week [-----] +0.38%
- [--] Month [-----] +27%
- [--] Months [-----] +113%
- [--] Year [-----] +207%

### CreatorRank: [---------] [#](/creator/twitter::1614053337418301441/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1614053337418301441/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  47.12% [stocks](/list/stocks)  41.35% [technology brands](/list/technology-brands)  5.77% [fashion brands](/list/fashion-brands)  4.81% [cryptocurrencies](/list/cryptocurrencies)  2.88% [automotive brands](/list/automotive-brands)  0.96% [financial services](/list/financial-services)  0.96% [countries](/list/countries)  0.96%

**Social topic influence**
[market cap](/topic/market-cap) 15.38%, [cash flow](/topic/cash-flow) 10.58%, [flow](/topic/flow) 10.58%, [stocks](/topic/stocks) 9.62%, [share](/topic/share) 9.62%, [dividend](/topic/dividend) 6.73%, [yield](/topic/yield) 6.73%, [ceo](/topic/ceo) 6.73%, [in the](/topic/in-the) 5.77%, [debt](/topic/debt) 5.77%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@mrneutralman](/creator/undefined) [@ragingbullcap](/creator/undefined) [@uzocapital](/creator/undefined) [@joshlacey33](/creator/undefined) [@johnhuber72s](/creator/undefined) [@atelicinvest](/creator/undefined) [@recoverytrade](/creator/undefined) [@curiosityinves](/creator/undefined) [@valuestalker](/creator/undefined) [@johnhuber72](/creator/undefined) [@brownmarubozu](/creator/undefined) [@leevalueroach](/creator/undefined) [@clarksquarecap](/creator/undefined) [@tiehackcapital](/creator/undefined) [@eriksentim](/creator/undefined) [@realassetsvalue](/creator/undefined) [@the_pro_invest](/creator/undefined) [@mzakaria](/creator/undefined) [@dismassetbkd](/creator/undefined)

**Top assets mentioned**
[Steven Madden Ltd (SHOO)](/topic/$shoo) [SR Bancorp, Inc. (SRBK)](/topic/$srbk) [Avidia Bancorp, Inc. (AVBC)](/topic/$avbc) [AMREP Corporation (AXR)](/topic/$axr) [Carvana Co. (CVNA)](/topic/$cvna) [PVH Corp (PVH)](/topic/$pvh) [Presidio Property Trust, Inc. (SQFT)](/topic/$sqft) [Clearwater Paper Corporation (CLW)](/topic/$clw) [Culp, Inc. (CULP)](/topic/$culp) [Falcon Finance (FF)](/topic/$ff) [Mosaic Co (MOS)](/topic/$mos) [CarMax, Inc (KMX)](/topic/$kmx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Davita Inc (DVA)](/topic/$dva) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Carter's Inc. (CRI)](/topic/$cri) [Kraft Heinz Co (KHC)](/topic/$khc) [LKQ Corporation (LKQ)](/topic/$lkq) [Olin Corp. (OLN)](/topic/$oln) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Metlife Inc (MET)](/topic/metlife) [Spotify Technology (SPOT)](/topic/$spot) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Apple, Inc. (AAPL)](/topic/$aapl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Natural Resource Partners ($NRP) A royalty on coal production trading at 4x free cash flow. I started following the stock when @ragingbullcap wrote about it in February. Subsequently notable investors have taken positions. The stock is very attractive at the current price. https://open.substack.com/pub/waterboyinvesting/p/natural-resource-partners-nrpr=32epni&utm_campaign=post&utm_medium=web https://open.substack.com/pub/waterboyinvesting/p/natural-resource-partners-nrpr=32epni&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/anyuser/status/1824624419681210577)  2024-08-17T01:48Z [----] followers, [---] engagements


"$SHOO write-up "Steve Madden trades for 8.93x earnings (trailing) and offers a 3.52% dividend yield. 3G Capital recently acquired Skechers for 15x earnings." https://waterboyinvesting.substack.com/p/steven-madden-ltd https://waterboyinvesting.substack.com/p/steven-madden-ltd"  
[X Link](https://x.com/anyuser/status/1921950387948470625)  2025-05-12T15:27Z [----] followers, [----] engagements


"Presidio Property Trust $SQFT is down 91.46% from its peak sporting a $5.3 million market cap and a $99.5 million enterprise value (levered [----] to 1). Maybe a smaller activist fund could liquidate and turn a nice profit"  
[X Link](https://x.com/anyuser/status/1938061098793766962)  2025-06-26T02:25Z [----] followers, [----] engagements


"$CRI Carter's is the largest branded marketer of apparel for babies and young children in the U.S. Guidance was cut due to tariff concerns the quarterly dividend was slashed from $0.80 to $0.25 and the stock is down 42% ytd. Trailing P/E is 5.9x. RWWM an RIA located in Sacramento filed a 13G last week reporting 11.18% ownership of the company. Per their latest 13F RWWM's top five holdings are $BABA $BRK.B $WFC $DJCO and $XOM"  
[X Link](https://x.com/anyuser/status/1942422289213186543)  2025-07-08T03:15Z [----] followers, [----] engagements


"$KHC $LKQ $OLN $WPP $GTIM A journal entry of some depressed stocks "What about paying for KHC today For $33.94 billion you get $3.7 billion of earnings that are likely to drag though a fat 5.58% dividend awaits. KHC nibbles on their stock too. Plus theres speculation of a breakup. Supposedly KHC wants to spin off its grocery business and retain its flagship sauces and spreads. Because as of late Mars and Ferrero acquired Kellanova and WK Kellogg for [----] and [----] times trailing earnings. A galaxy away from KHCs 9.2x multiple." https://waterboyinvesting.substack.com/p/stock-block"  
[X Link](https://x.com/waterboystocks/status/1949878044002546000)  2025-07-28T17:02Z [----] followers, [----] engagements


"The Right Stuff Why Walter Schloss Is Such a Great Investor (February [--] 1985) -- It's called Potlatch and it's a timber company out on the West Coast. It's not spectacular but it's got a lot of timber and I think the timber's worth a lot more than the market price of the stock. Now that's something you have to look at the figures for see how much money they put back into these plants and so forth. One of the drawbacks to it from some people's point of view is that management owns about 40% of the stock. So a lot of people say Oh I don't want that; it can't be taken over. But on the other"  
[X Link](https://x.com/waterboystocks/status/2000309324426686753)  2025-12-14T20:58Z [----] followers, [----] engagements


"Some stocks that are cheap relative to tangible book value $AXR $BRID $CLW $CULP $FF $HLX $IMKT.A $IPI $JAKK $MOS $LMNR $CLDT $SGA $ARE $STRS"  
[X Link](https://x.com/waterboystocks/status/2008375311398842452)  2026-01-06T03:09Z [----] followers, [----] engagements


"$CNVA is up 139.87% on the year. $KMX is down 42.3% on the year. $CVNA Stock is up about 80% since Hindenburg's short report in January. Subpoenaed by the SEC in June. Subprime auto delinquencies are climbing. Trades at lofty multiples of manipulated earnings. Write-up on substack: https://t.co/eFGePPM1z7 https://t.co/yabLSYvwjR $CVNA Stock is up about 80% since Hindenburg's short report in January. Subpoenaed by the SEC in June. Subprime auto delinquencies are climbing. Trades at lofty multiples of manipulated earnings. Write-up on substack: https://t.co/eFGePPM1z7 https://t.co/yabLSYvwjR"  
[X Link](https://x.com/waterboystocks/status/2009765573098344787)  2026-01-09T23:13Z [----] followers, [----] engagements


"ValueLines Lowest P/Es list (01/23/26) Out: Matador Resources Ziff Davis Meritage Homes TRI Pointe Homes Asbury Automotive. In: MGIC Investment Synchrony Financial Apogee Enterprises MetLife Kemper Corp"  
[X Link](https://x.com/waterboystocks/status/2014919179741388882)  2026-01-24T04:32Z [----] followers, [----] engagements


"this doubled sell -- https://waterboystocks.substack.com/p/steven-madden-ltd $SHOO write-up https://t.co/6eMiaM7LvN. "Steve Madden trades for 8.93x earnings (trailing) and offers a 3.52% dividend yield. 3G Capital recently acquired Skechers for 15x earnings." https://waterboystocks.substack.com/p/steven-madden-ltd $SHOO write-up https://t.co/6eMiaM7LvN. "Steve Madden trades for 8.93x earnings (trailing) and offers a 3.52% dividend yield. 3G Capital recently acquired Skechers for 15x earnings.""  
[X Link](https://x.com/waterboystocks/status/2015447065963446344)  2026-01-25T15:30Z [----] followers, [----] engagements


"Two apparel stocks that Im adding to my watchlist: $GIII and $PVH https://open.substack.com/pub/waterboystocks/p/two-apparel-stocks-that-im-addingr=32epni&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/waterboystocks/p/two-apparel-stocks-that-im-addingr=32epni&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/waterboystocks/status/2015934160301654385)  2026-01-26T23:45Z [----] followers, [----] engagements


"$PVH Delivering on its commitment under the PVH+ Plan to return excess cash to stockholders the Company repurchased [---] million shares of its common stock for $561 million in the first quarter through accelerated share repurchase (ASR) agreements and open market purchases. During the third quarter of [----] the ASR agreements were settled and the Company received an additional [---] million shares of its common stock bringing the total shares repurchased to [---] million for the first nine months of [----]. https://twitter.com/i/web/status/2015941790994710770"  
[X Link](https://x.com/waterboystocks/status/2015941790994710770)  2026-01-27T00:15Z [----] followers, [----] engagements


"Pzena Investment Mgmt which has been specializing in deep value since [----] and owns 13.7% of $PVH $PVH Delivering on its commitment under the PVH+ Plan to return excess cash to stockholders the Company repurchased [---] million shares of its common stock for $561 million in the first quarter through accelerated share repurchase (ASR) agreements and open market purchases. $PVH Delivering on its commitment under the PVH+ Plan to return excess cash to stockholders the Company repurchased [---] million shares of its common stock for $561 million in the first quarter through accelerated share"  
[X Link](https://x.com/waterboystocks/status/2015941931038343518)  2026-01-27T00:16Z [----] followers, [----] engagements


"$CLW seems like a Schloss stock. Schloss actually bought Potlatch in [--] and Clearwater was spun off from them in [--]. Clearwater trades at 0.36x book value. Debt jumped to $50 million in Q2 and now accounts for 50% of equity. Id like that lower given the low quality of earnings and lack of insider ownership/buying. But I do like their debt trend. CLW acquired a mill from Graphic Packaging for $700 million sold its consumer products division to Sodifel for $1.1 billion and used the $850 million of net proceeds to paydown debt. Now theyre a pure paperboard manufacturer an attractive acquisition"  
[X Link](https://x.com/waterboystocks/status/2016275501611118752)  2026-01-27T22:21Z [----] followers, [----] engagements


"$PYPL is down 84.5% over the past five years. Market cap is $39.0 billion. Free cash flow last year was $6.2 billion. Share buybacks totaled $6.1 billion. $PLTR is up 363.7% over the past five years. Market cap is $376.1 billion. Free cash flow last year was $449.6 million. Net share issuance totaled $627.4 million last year. https://twitter.com/i/web/status/2018909381803528289 https://twitter.com/i/web/status/2018909381803528289"  
[X Link](https://x.com/waterboystocks/status/2018909381803528289)  2026-02-04T04:48Z [----] followers, 52.9K engagements


"Great points thanks for sharing. I agree that was a very backward-looking post and the future is certainly all that matters. I don't understand either business but think it is intersting PayPal's market cap is 1/8 that of Palantir's. It's similar to $CVNA and $KMX $SPOT and $SIRI https://twitter.com/i/web/status/2019104662948069584 https://twitter.com/i/web/status/2019104662948069584"  
[X Link](https://x.com/waterboystocks/status/2019104662948069584)  2026-02-04T17:43Z [----] followers, [----] engagements


"Below is an interesting article explaining the games asset managers life insurance and retirement businesses are playing to juice their returns on equity. The influx of private equity into the U.S. life insurance and annuity market has altered what has traditionally been viewed as the safe and secure sector of the financial marketplace. In this new era U.S. life insurersmainly acquired by or partnered with private equity firmshave progressively shifted risk offshore primarily to Bermuda in the initial years. Although regulators and credit rating agencies have issued quiet warnings some astute"  
[X Link](https://x.com/waterboystocks/status/2019200896937365702)  2026-02-05T00:06Z [----] followers, [---] engagements


"$HNNA is a small asset manager with a $80 million market and $47 million enterprise value. $4.3 billion in AUM. Trailing EBIT of $13.2 million so trading at 3.5x EV/EBIT. CEO owns 26% of shares outstanding. $DHIL is set to be acquired by First Eagle for around 9x EV/EBIT"  
[X Link](https://x.com/waterboystocks/status/2019230114995908875)  2026-02-05T02:02Z [----] followers, [----] engagements


"$MCS owns [--] theatres and [---] screens across [--] states as well as [--] hotels. Stock is down about a third on the year. Market cap is $465 million and enterprise value is $800 million. Gross property and equipment is $1.5 billion. Of the [--] theaters $MCS owns 68% of the real estate beneath them. This segment produced roughly $80 million in EBITDA last year and the hotels $40 million. https://twitter.com/i/web/status/2019261059610341874 https://twitter.com/i/web/status/2019261059610341874"  
[X Link](https://x.com/waterboystocks/status/2019261059610341874)  2026-02-05T04:05Z [----] followers, [----] engagements


"$LGL market cap is $37 million. Cash on the balance sheet is $42 million. No debt. Mario and Marc Gabelli own nearly 40% of shares outstanding. Gabelli Funds another 8.5%. On Dec. [--] [----] Mario Gabelli purchased [-----] shares at $4.75 ($453088). Current price is $6.68"  
[X Link](https://x.com/waterboystocks/status/2019467236528840950)  2026-02-05T17:44Z [----] followers, [----] engagements


"$NEN great write up here -- "The portfolio consists of [----] apartment units [--] condos and about [------] square feet of commercial space. It is concentrated in Eastern Massachusetts with one property in Southern New Hampshire." "The JV portfolio includes [---] apartment units [-----] square feet of commercial space and a 50-car parking lot. NERAs affiliate The Hamilton Company serves as property manager for the portfolio and joint venture investments." "With $564 million of net debt (including unconsolidated JV net debt) and a $242 million market cap NERA trades at a 7.5% cap rate on my 2026"  
[X Link](https://x.com/waterboystocks/status/2019483889694306676)  2026-02-05T18:50Z [----] followers, [----] engagements


"$NVDA $AAPL $MSFT $AMZN $GOOG $META $TSLA make up 33% of the S&P [---]. The wealthiest 1% owns 50% of the stock market and the top decile owns 90%. This decile also accounts for 50% of consumer spending roughly 35% of GDP. Stocks go up confidence rises and spending follows so stocks go up. At some point this cycle will flip. S&P 500: [----] -- Shiller ratio is 40x so $170 of cyclically adjusted earnings. Capitalize this figure at 16x (long-term median) and the S&P 500's fair value is [----]. https://twitter.com/i/web/status/2019537384485036487 https://twitter.com/i/web/status/2019537384485036487"  
[X Link](https://x.com/waterboystocks/status/2019537384485036487)  2026-02-05T22:23Z [----] followers, [----] engagements


"@Uzocapital $CPH.TO pharma co with nice pipeline recently made a good acquisition + bringing a drug in-house and will bid for lucrative US license (MOB-015) earnings could double within the next few years"  
[X Link](https://x.com/anyuser/status/1826051368056226140)  2024-08-21T00:19Z [----] followers, [---] engagements


"$SRBK trades at 0.78x TBV per share -- "Share buybacks insider buys even hedge funds like Mangrove and Stilwell Value are buying the stock. Its a buying frenzy Now when does SRBK get bought" https://waterboystocks.substack.com/p/srbk https://waterboystocks.substack.com/p/srbk"  
[X Link](https://x.com/anyuser/status/1955341648059367515)  2025-08-12T18:52Z [----] followers, 10.9K engagements


"$AVBC $MKZR -- "Insider: Robert D. Cozzone CEO Trade: Bought $49999 (3436 shares @ $14.55) Ownership: +76% Company: Avidia Bancorp Inc. (AVBC) Market Cap: $294.12 million Avidia better than Nvidia" https://waterboystocks.substack.com/p/avbc-mkzr https://waterboystocks.substack.com/p/avbc-mkzr"  
[X Link](https://x.com/waterboystocks/status/1956472860614234578)  2025-08-15T21:47Z [----] followers, [---] engagements


"Marc Rowan Shows Mercy to Fraudster $APO Capital Group's Casey Gets Orange-Pilled $MSTR & Berkshire's Davita $DVA Substack: https://open.substack.com/pub/waterboystocks/p/marc-rowan-shows-mercy-to-fraudsterr=32epni&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/waterboystocks/p/marc-rowan-shows-mercy-to-fraudsterr=32epni&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1967689359844610520)  2025-09-15T20:37Z [----] followers, [----] engagements


"Managed care stocks have made the rounds among the value crowd but what about the providers $DVA Operates in a duopoly. Trades at 7x trailing free cash flow. Repurchased $1.4 billion of stock last year with $2.5 billion on the current program. $BRK owns 45%. Weschler owns 3%"  
[X Link](https://x.com/anyuser/status/1968432156587298994)  2025-09-17T21:49Z [----] followers, [----] engagements


"$CPHC $83.3 million market cap. Casino. Gate City owns 8.8%. Gabelli owns 11.2%. Black Diamond owns 16.8%. Insiders own 34%. Slot machines HHR or sports betting would improve valuation. Churchill Downs could acquire. Link in bio for write-up"  
[X Link](https://x.com/anyuser/status/1981759309479555185)  2025-10-24T16:26Z [----] followers, [----] engagements


"Burry on 8/2/1998 @ 4:08:00 PM -- "I agree on Fastenal. It is on my 'Buffett watch' list but I'm worried about it's relatively short history (short in Buffett terms that is). So I'm waiting on it. Anyone looking at Fair Isaac This looks to me like a Buffet company with Buffett qualities. It's been on my list for [--] mos now but I'm waiting for a Buffett-like price/return estimate. Mike" https://twitter.com/i/web/status/2014175978910810189 https://twitter.com/i/web/status/2014175978910810189"  
[X Link](https://x.com/waterboystocks/status/2014175978910810189)  2026-01-22T03:19Z [----] followers, [---] engagements


"$AXR insider buy"  
[X Link](https://x.com/waterboystocks/status/2022204914764808615)  2026-02-13T07:03Z [----] followers, [---] engagements


"https://open.substack.com/pub/waterboystocks/p/an-actuarial-approachr=6wst38&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/waterboystocks/p/an-actuarial-approachr=6wst38&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/waterboystocks/status/2022798971903856782)  2026-02-14T22:23Z [----] followers, [----] engagements


"$CROX $SHOO https://waterboystocks.substack.com/p/crox-shoo https://waterboystocks.substack.com/p/crox-shoo"  
[X Link](https://x.com/anyuser/status/1958523348977410157)  2025-08-21T13:35Z [----] followers, [----] engagements


"$PSIX might be a Chinese pump and dump -- https://waterboystocks.substack.com/p/psix https://waterboystocks.substack.com/p/psix"  
[X Link](https://x.com/waterboystocks/status/1958963479442071578)  2025-08-22T18:44Z [----] followers, [----] engagements


"$WU CEO McGranahan Buys $1.5 Million of Shares"  
[X Link](https://x.com/anyuser/status/1960074528790597768)  2025-08-25T20:19Z [----] followers, [----] engagements


"$ALSN COO Bohley Buys $265500 of Shares"  
[X Link](https://x.com/anyuser/status/1960075896813170829)  2025-08-25T20:24Z [----] followers, [---] engagements


"@joshlacey33 @JohnHuber72's piece "Thoughts on Ben Graham's 'Unpopular Large Caps': A Still-Effective Strategy" might have you think differently about large-caps. https://basehitinvesting.substack.com/p/thoughts-on-ben-grahams-unpopular https://basehitinvesting.substack.com/p/thoughts-on-ben-grahams-unpopular"  
[X Link](https://x.com/waterboystocks/status/1960419090834841638)  2025-08-26T19:08Z [----] followers, [---] engagements


"$PSIX Weichai sells another $7.83 million. Insiders have sold $92.3 million of stock within the last month"  
[X Link](https://x.com/waterboystocks/status/1961172417122066518)  2025-08-28T21:01Z [----] followers, [----] engagements


"$VIX -- https://waterboystocks.substack.com/p/it-takes-two-to-contango https://waterboystocks.substack.com/p/it-takes-two-to-contango"  
[X Link](https://x.com/anyuser/status/1961445094256754692)  2025-08-29T15:05Z [----] followers, [----] engagements


"$STZ drifted lower this week. Wrote about it some here: https://waterboystocks.substack.com/p/fiesta-con-berkshire $STZ -- Breaking to new lows. Trades at 13.7x free cash flow. They're cutting wine spirits brands and focusing on Modelo Corona and Pacifico. Beer operating income has grown at 6% 8% and 10% in [----] [----] and [----] respectively. Berkshire owns 7.6% of shares out. https://t.co/FSglSMF4ky https://waterboystocks.substack.com/p/fiesta-con-berkshire $STZ -- Breaking to new lows. Trades at 13.7x free cash flow. They're cutting wine spirits brands and focusing on Modelo Corona and"  
[X Link](https://x.com/anyuser/status/1963613565614788654)  2025-09-04T14:42Z [----] followers, [----] engagements


"$STZ -- Now at $140 trading at a roughly 8% free cash flow yield. Berkshire is likely buying some more here. $STZ -- Breaking to new lows. Trades at 13.7x free cash flow. They're cutting wine spirits brands and focusing on Modelo Corona and Pacifico. Beer operating income has grown at 6% 8% and 10% in [----] [----] and [----] respectively. Berkshire owns 7.6% of shares out. https://t.co/FSglSMF4ky $STZ -- Breaking to new lows. Trades at 13.7x free cash flow. They're cutting wine spirits brands and focusing on Modelo Corona and Pacifico. Beer operating income has grown at 6% 8% and 10% in [----] 2023"  
[X Link](https://x.com/anyuser/status/1966551500676886642)  2025-09-12T17:16Z [----] followers, [----] engagements


""I write 'Madoff-like' because the CCFLX has booked [--] positive months out of [--] for a 96% hit rate. Madoffs Fairfield Century Fund only had [---] positive months out of its entire [---] months for an inferior 92%." Substack: https://waterboystocks.substack.com/p/a-bone-to-pik-with-private-credit https://waterboystocks.substack.com/p/a-bone-to-pik-with-private-credit"  
[X Link](https://x.com/anyuser/status/1968367475848011792)  2025-09-17T17:32Z [----] followers, [----] engagements


"$JAKK Toy manufacturer with a $200 million market cap. Stock is off about 50% from its 52-week high. Trades at an EV/EBITDA of 3.83x (trailing) and an EV/FCF of 5.53x with a 5.56% divvy to boot. Balance sheet is good. Write-up on Substack: https://waterboystocks.substack.com/ https://waterboystocks.substack.com/"  
[X Link](https://x.com/anyuser/status/1970166254498623822)  2025-09-22T16:40Z [----] followers, 18.6K engagements


"In his recent Bloomberg article long-time $BRK.B investor Guy Spier writes "For [--] years my advantage as an investor was painstaking research. AI just made it worthless." I wrote about his views on Substack: https://waterboystocks.substack.com/p/guy-spier-is-bullish-on-ai https://waterboystocks.substack.com/p/guy-spier-is-bullish-on-ai"  
[X Link](https://x.com/anyuser/status/1971620920793223255)  2025-09-26T17:00Z [----] followers, [----] engagements


"$DEO has dropped about 60% from its highs in [----] and still trades at 20x free cash flow"  
[X Link](https://x.com/anyuser/status/1972460153736921258)  2025-09-29T00:35Z [----] followers, [----] engagements


"From AVM's [----] investor presentation"  
[X Link](https://x.com/waterboystocks/status/1972716769010999750)  2025-09-29T17:35Z [----] followers, [---] engagements


"$MFC has sold $118 million of single-name CDS on corporate debt"  
[X Link](https://x.com/anyuser/status/1973502701658067424)  2025-10-01T21:38Z [----] followers, [---] engagements


"$CVNA Stock is up about 80% since Hindenburg's short report in January. Subpoenaed by the SEC in June. Subprime auto delinquencies are climbing. Trades at lofty multiples of manipulated earnings. Write-up on substack: https://waterboystocks.substack.com/p/carvana https://waterboystocks.substack.com/p/carvana"  
[X Link](https://x.com/anyuser/status/1975979633654079775)  2025-10-08T17:40Z [----] followers, [----] engagements


"great site thanks @atelicinvest http://ticker-notes.com http://ticker-notes.com"  
[X Link](https://x.com/waterboystocks/status/1978511832844304850)  2025-10-15T17:22Z [----] followers, [----] engagements


"@RecoveryTrade NOI/EV -- $136 million / $766 million. My qualm with $CLDT is that they authorized a $25 million buyback in May but have only repurchased $140000 of stock so far. The CEO also said on their last earnings call that they will ramp up buybacks just a little bit more"  
[X Link](https://x.com/waterboystocks/status/1979628059411243294)  2025-10-18T19:18Z [----] followers, [---] engagements


"$PLTR bundles operating and maintenance services (O&M) into subscription and license sales rather than conservatively accounting for them as separate obligations like Snowflake Workday Salesforce etc"  
[X Link](https://x.com/waterboystocks/status/1989435590606307433)  2025-11-14T20:49Z [----] followers, [----] engagements


"$LMNR is an agribusiness and land development company with a $250 million market cap. Net asset value is around $600 million. Peter Nolan former managing partner at Leonard & Green owns 6.1% of the company. Write-up: https://waterboystocks.substack.com/p/limoneira https://waterboystocks.substack.com/p/limoneira"  
[X Link](https://x.com/waterboystocks/status/1996684329934884910)  2025-12-04T20:53Z [----] followers, [----] engagements


"$STRS -- https://waterboystocks.substack.com/p/stratus-propertiesutm_source=activity_item https://waterboystocks.substack.com/p/stratus-propertiesutm_source=activity_item"  
[X Link](https://x.com/waterboystocks/status/2014464655037759569)  2026-01-22T22:26Z [----] followers, [---] engagements


"Burry on shorting $KO-- 4/18/1997 @ 10:24:00 AM "What's there to understand about Coke The business is a KISS model. This gets to my value/short strategy. When people start claiming a business deserves a special valuation above all reasonable fundamental analysis (because of the "franchise" because there's so little institutional ownership for a big cap growth stock because Buffett's in it because global expansion will provide endless opportunity because ROE is so damned high because it's nearly a monopoly because Buffett's in it.) that's a short IMO.""  
[X Link](https://x.com/waterboystocks/status/2016044198563074336)  2026-01-27T07:02Z [----] followers, [----] engagements


""The first [--] securities were owned prior to [----]. I don't have a record of them. The rest are stocks owned in the 1990's. Stocks were owned by Walter & Edwin Schloss Associates." https://static1.squarespace.com/static/5886cbc4a5790a5c18741c5a/t/669f37b82eb5af1a35bfa05f/1721710521163/schloss+-+list+of+stocks+-+january+2007.pdf https://static1.squarespace.com/static/5886cbc4a5790a5c18741c5a/t/669f37b82eb5af1a35bfa05f/1721710521163/schloss+-+list+of+stocks+-+january+2007.pdf"  
[X Link](https://x.com/waterboystocks/status/2018845514960404549)  2026-02-04T00:34Z [----] followers, [----] engagements


"@CuriosityInves https://m.youtube.com/watchv=lEFAedtMQUA https://m.youtube.com/watchv=lEFAedtMQUA"  
[X Link](https://x.com/waterboystocks/status/1796998273980641760)  2024-06-01T20:12Z [----] followers, [---] engagements


"website idea a platform for all things qualitative no stock pitches or valuation stuff just focusing on businesses. users could submit research: a companys advantages management competitors customers suppliers etc. and their own experiences http://scuttle.com http://scuttle.com"  
[X Link](https://x.com/anyuser/status/1897050537708888175)  2025-03-04T22:24Z [----] followers, [---] engagements


"$SRBK buyback announcement. Trades at 0.64x BV. John Huber of Saber Capital has written about the stock here -- https://basehitinvesting.substack.com/p/a-gem-of-a-thrift-conversion $SRBK Stock Buybacks: On July [--] [----] SR Bancorp Inc. announced a stock repurchase program allowing the company to buy back up to 10% of its outstanding shares which amounts to [------] shares. https://t.co/5KpMszOuBV https://basehitinvesting.substack.com/p/a-gem-of-a-thrift-conversion $SRBK Stock Buybacks: On July [--] [----] SR Bancorp Inc. announced a stock repurchase program allowing the company to buy back up to 10%"  
[X Link](https://x.com/waterboystocks/status/1942688080433144041)  2025-07-08T20:51Z [----] followers, [----] engagements


"-- $CFND $LUMN $BRBR -- "Listed above are the cluster buys from last Friday filed post market. Loosely defined a cluster buy is a purchase from multiple insiders on the same day or over consecutive days." https://waterboystocks.substack.com/p/cfnd-lumn-brbr https://waterboystocks.substack.com/p/cfnd-lumn-brbr"  
[X Link](https://x.com/anyuser/status/1957460346651955232)  2025-08-18T15:11Z [----] followers, [----] engagements


"@ValueStalker you might like $SRBK -- https://waterboystocks.substack.com/p/srbk https://waterboystocks.substack.com/p/srbk"  
[X Link](https://x.com/waterboystocks/status/1958658685103927729)  2025-08-21T22:33Z [----] followers, [---] engagements


"Dan Sundheim's Ten Year Stock Picks $SMNEY $CLH -- https://waterboystocks.substack.com/p/dan-sundheims-ten-year-stock-picksutm_source=activity_item https://waterboystocks.substack.com/p/dan-sundheims-ten-year-stock-picksutm_source=activity_item"  
[X Link](https://x.com/waterboystocks/status/1986140170895434218)  2025-11-05T18:34Z [----] followers, [----] engagements


"$INVE is a net-net with a catalyst. Trades at $3.25 with fully diluted cash per share of $3.76. Small-cap activist Bradley Radoff owns 9.8% of shares and is pushing for a take-private. Write up: https://waterboystocks.substack.com/p/identivutm_source=activity_item https://waterboystocks.substack.com/p/identivutm_source=activity_item"  
[X Link](https://x.com/waterboystocks/status/1991571592678375884)  2025-11-20T18:17Z [----] followers, [----] engagements


"@JohnHuber72 @BrownMarubozu @leevalueroach ValueLine snapshot of Apple in [----] when Buffett was buying. 11x trailing earnings"  
[X Link](https://x.com/waterboystocks/status/2013002488983535682)  2026-01-18T21:36Z [----] followers, [---] engagements


"Malone $GLIBK"  
[X Link](https://x.com/waterboystocks/status/1958520908265759122)  2025-08-21T13:25Z [----] followers, [---] engagements


"$ONL "Board Determined Proposal Significantly Undervalues the Company and is Not in the Best Interests of Orion and its Stockholders" -- https://www.businesswire.com/news/home/20250709082078/en/Orion-Properties-Board-of-Directors-Unanimously-Rejects-Unsolicited-Proposal-from-Kawa-Capital-Management https://www.businesswire.com/news/home/20250709082078/en/Orion-Properties-Board-of-Directors-Unanimously-Rejects-Unsolicited-Proposal-from-Kawa-Capital-Management"  
[X Link](https://x.com/waterboystocks/status/1943369098236399945)  2025-07-10T17:57Z [----] followers, [---] engagements


"$DHIL Value-oriented asset manager with a $380 million market cap. Dividends and buybacks have averaged $56.2 million over the last three years around a 15% yield on today's price. Current div yield is 4.33% Write-up on substack: https://waterboystocks.substack.com/p/diamond-hill-investment-group https://waterboystocks.substack.com/p/diamond-hill-investment-group"  
[X Link](https://x.com/anyuser/status/1978144099229376558)  2025-10-14T17:01Z [----] followers, [----] engagements


"I am currently looking for an internship (on-site) at a value-oriented fund in the NYC/LA area. Eager to contribute meaningfully to a team. Please don't hesitate to reach out if you know of any opportunities; it would be greatly appreciated. @ClarkSquareCap"  
[X Link](https://x.com/anyuser/status/1783234981621645478)  2024-04-24T20:42Z [----] followers, 40.6K engagements


"British American Tobacco $BTI The stock is safe and cheap. https://open.substack.com/pub/waterboyinvesting/p/british-american-tobacco-btir=32epni&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/waterboyinvesting/p/british-american-tobacco-btir=32epni&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1808205635961737484)  2024-07-02T18:26Z [----] followers, [---] engagements


"For those interested in shorts I updated my thesis on $HPP (office REIT): I initially posted to SumZero in February and it has performed well but there is still significant downside. https://waterboyinvesting.substack.com/p/hudson-pacific-propertiesr=32epni https://waterboyinvesting.substack.com/p/hudson-pacific-propertiesr=32epni"  
[X Link](https://x.com/anyuser/status/1824526377456111733)  2024-08-16T19:19Z [----] followers, [----] engagements


"In [----] Realty Income $O a large-cap diversified REIT spun nearly all its office assets into a new independent entity: Orion Office REIT $ONL. For every ten shares of O shareholders received one share of ONL. But Office once associated with safety became a four-letter"  
[X Link](https://x.com/anyuser/status/1909323832638554414)  2025-04-07T19:14Z [----] followers, [---] engagements


"@TiehackCapital Gate City bought some $KSS last quarter making up 7.7% of the fund"  
[X Link](https://x.com/anyuser/status/1909678072871502001)  2025-04-08T18:41Z [----] followers, [---] engagements


"@Mr_Neutral_Man $RYN is a timberland REIT selling at a roughly 30% discount to NAV. Management has sold assets paid down debt and recently authorized a share repurchase program"  
[X Link](https://x.com/anyuser/status/1910720534570230147)  2025-04-11T15:44Z [----] followers, [---] engagements


"Steve Madden $SHOO - cut in half YTD trading at a roughly 11% FCF yield. Great documentary: https://www.youtube.com/watchv=ulpZF5HGgZ0 https://www.youtube.com/watchv=ulpZF5HGgZ0"  
[X Link](https://x.com/anyuser/status/1912256286894485921)  2025-04-15T21:26Z [----] followers, [---] engagements


"$ECRO https://cowboystatedaily.com/2024/09/13/kemmerer-coal-mine-operation-sold-to-southern-california-real-estate-company/ https://cowboystatedaily.com/2024/09/13/kemmerer-coal-mine-operation-sold-to-southern-california-real-estate-company/"  
[X Link](https://x.com/anyuser/status/1912354975201493495)  2025-04-16T03:58Z [----] followers, [---] engagements


"@eriksen_tim $SRBK you might find this bank interesting as well https://basehitinvesting.substack.com/p/a-gem-of-a-thrift-conversion https://basehitinvesting.substack.com/p/a-gem-of-a-thrift-conversion"  
[X Link](https://x.com/anyuser/status/1917019743682498691)  2025-04-29T00:54Z [----] followers, [---] engagements


"Alta Fox 13F"  
[X Link](https://x.com/anyuser/status/1923563253063614603)  2025-05-17T02:16Z [----] followers, [---] engagements


"$TRC Bulldog."Based on the final results the ten directors elected at the Annual Meeting are Steven A. Betts Gregory S. Bielli Denise Gammon Anthony L. Leggio Norman J. Metcalfe Jeffrey J. McCall Eric H. Speron Daniel R. Tisch Kenneth G. Yee and Andrew Dakos." $TRC Appointments: On May [--] [----] Tejon Ranch Co. held its Annual Shareholders Meeting where directors were elected and proposals including the appointment of Deloitte as auditors and an advisory vote on executive compensation were voted on. The election resulted in ten $TRC Appointments: On May [--] [----] Tejon Ranch Co. held its Annual"  
[X Link](https://x.com/anyuser/status/1924557840829841580)  2025-05-19T20:08Z [----] followers, [----] engagements


"$HPP "CREDIT HOURS FOR CORPORATE JET USAGE Our CEO Victor Coleman in his personal capacity entered into a program with Flexjet relating to an interest in a private aircraft for personal travel. Under its previous agreements that expired in July [----] the Company had certain"  
[X Link](https://x.com/anyuser/status/1933610388966551791)  2025-06-13T19:40Z [----] followers, [----] engagements


"$ONL confirmed its receipt today of an unsolicited non-binding indication of interest from Kawa Capital Management Inc. to potentially acquire all outstanding shares of common stock from the company for cash consideration of $2.50 per share. $ONL trades for $2.14"  
[X Link](https://x.com/anyuser/status/1936186944339558588)  2025-06-20T22:18Z [----] followers, [----] engagements


"@Mr_Neutral_Man @RealAssetsValue thanks for the kind words"  
[X Link](https://x.com/anyuser/status/1937185508750426213)  2025-06-23T16:26Z [----] followers, [---] engagements


"$SQFT up 194.52% today Presidio Property Trust $SQFT is down 91.46% from its peak sporting a $5.3 million market cap and a $99.5 million enterprise value (levered [----] to 1). Maybe a smaller activist fund could liquidate and turn a nice profit. https://t.co/P8Lween0It Presidio Property Trust $SQFT is down 91.46% from its peak sporting a $5.3 million market cap and a $99.5 million enterprise value (levered [----] to 1). Maybe a smaller activist fund could liquidate and turn a nice profit. https://t.co/P8Lween0It"  
[X Link](https://x.com/anyuser/status/1944810215515545940)  2025-07-14T17:24Z [----] followers, [----] engagements


"Farris Wilks a billion-dollar oil baron is rocking out with a $10 million purchase of $ACDC. The stock nearly halved last week"  
[X Link](https://x.com/anyuser/status/1957528270699917566)  2025-08-18T19:41Z [----] followers, [----] engagements


"$PSIX Weichai America Sells $3.48 million of Shares"  
[X Link](https://x.com/anyuser/status/1960086094495850794)  2025-08-25T21:05Z [----] followers, [----] engagements


"$CXI trades at an EV/EBITDA (LTM) of 1.65x and an EV/FCF (using a trailing three-year average) of 1.84x. Insiders are buying and they just announced an approval to repurchase 10% of float"  
[X Link](https://x.com/anyuser/status/1960125216203628916)  2025-08-25T23:40Z [----] followers, [----] engagements


"$PSIX another sale for $7.7 million"  
[X Link](https://x.com/anyuser/status/1960436246649655488)  2025-08-26T20:16Z [----] followers, [---] engagements


"$PSIX Weichai with another $4.6 million #PumpAndDump"  
[X Link](https://x.com/anyuser/status/1960840961657070020)  2025-08-27T23:04Z [----] followers, [----] engagements


"Burry bought a good chunk of $LULU last quarter but he's probably exited the position by now. He usually buys a stock within 10% to 15% of a [--] week low and sells if it breaks to a new one. Write up here: https://waterboystocks.substack.com/p/burry-shopped-50000-shares-of-lulu https://waterboystocks.substack.com/p/burry-shopped-50000-shares-of-lulu"  
[X Link](https://x.com/anyuser/status/1965120260010639664)  2025-09-08T18:29Z [----] followers, [----] engagements


"$ELV Trades at 11x free cash flow. Share count has shrunk by 8.5% over the last [--] months and $8 billion remains on the current authorization (11% of market cap). CEO bought $2.4 million of stock in July. Seth Klarman is buying as well"  
[X Link](https://x.com/anyuser/status/1966545176249418148)  2025-09-12T16:51Z [----] followers, [----] engagements


"$RICK -- Adam Wyden's Strip Club Bet https://waterboystocks.substack.com/ https://waterboystocks.substack.com/"  
[X Link](https://x.com/anyuser/status/1969097167982694622)  2025-09-19T17:52Z [----] followers, [----] engagements


"$TAP Fifth largest brewery in the world with a $8.5 billion market cap. Stock is down 31% from its 52-week high. Trades at 6.4x free cash flow. Dividend yield is 4.26%. Net debt/EBITDA is down to 2.5x. Share buybacks are ramping. Write up on Substack: https://waterboystocks.substack.com/p/molson-coors https://waterboystocks.substack.com/p/molson-coors"  
[X Link](https://x.com/anyuser/status/1970884482493485343)  2025-09-24T16:14Z [----] followers, 60.2K engagements


"$CRGB Spun off from AIG in [----]. Share count is down 14.8% since then. Major buybacks coming. Trades at 0.88x adjusted book value and 8.7x trailing EPS. Harris Associates Pzena Hotchis & Wiley and Arbiter all own shares. I'm weary of the balance sheet and don't like the stock. Write-up on substack: https://waterboystocks.substack.com/p/corebridge-financial https://waterboystocks.substack.com/p/corebridge-financial"  
[X Link](https://x.com/anyuser/status/1973435290963550593)  2025-10-01T17:10Z [----] followers, [----] engagements


"$BBWI Home fragrance and body care retailer that is down 37.9% from its 52-week high. Trades at 7-8x forward free cash flow. Debt has been reduced. Aggressive share repurchases. New CEO from $NKE. Write-up on Substack: https://waterboystocks.substack.com/p/bath-and-body-works https://waterboystocks.substack.com/p/bath-and-body-works"  
[X Link](https://x.com/anyuser/status/1974155035836817472)  2025-10-03T16:50Z [----] followers, [----] engagements


"$FC Leadership development company with a $247 million market cap and $216 million EV. Trades at an EV/FCF of 6x (trailing). Repurchased $8.3 million of stock last quarter"  
[X Link](https://x.com/anyuser/status/1974245763531354592)  2025-10-03T22:50Z [----] followers, [----] engagements


""Warren wants franchises and good businesses. We do too but were not willing to pay for them so we dont buy them. I guess we buy difficult businesses. As Warren would say he likes to row downstream and we like to row upstream." -- Walter Schloss (OID June [--] 1989)"  
[X Link](https://x.com/anyuser/status/1974747983234441282)  2025-10-05T08:06Z [----] followers, [---] engagements


"$CLDT Hotel REIT with a $309.5 million market cap and a $765.6 million enterprise value way below its investment portfolios book value of $1.14 billion. Trades at a cap rate of 17.8%. Debt has decreased and they're starting to repurchase shares -- Link in bio for write-up"  
[X Link](https://x.com/anyuser/status/1979234221777654212)  2025-10-17T17:13Z [----] followers, 14.5K engagements


"$CMCSA Cable and media giant. Twenty-ninth largest company in the US by revenue. Stock is down 34% from its 52-week high. Market cap is $110 billion. Trades at 6.8x free cash flow. Dividend yield is 4.43%. Net debt/EBITDA is 2.64x. Large buybacks. Link to write up in bio"  
[X Link](https://x.com/anyuser/status/1980683264521355712)  2025-10-21T17:11Z [----] followers, [----] engagements


"$SGA is a radio broadcaster with an $80 million market cap and $60 million EV. Trades at 0.5x book value. Trailing free cash flow yield is 12.4%. Dividend yield is 8%. Sold [--] towers for $10.7 million. Buyback inbound. Gate City owns 13.4%. Write up in bio"  
[X Link](https://x.com/anyuser/status/1983948172235059534)  2025-10-30T17:24Z [----] followers, [----] engagements


"Gate City Q3 13F. New position in $JAKK. Fully exited $BSET $DOUG. Added to $ALCO $BTU $HTLD $IMKTA $CPHC $FF and sold $EVC $HLX $MOS $CULP $AXR $TG"  
[X Link](https://x.com/anyuser/status/1989508503468429587)  2025-11-15T01:39Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing