[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LTValue [@qualitybargain](/creator/twitter/qualitybargain) on x 2278 followers Created: 2025-07-24 01:07:00 UTC Surprised to see no sell-off in $SHW after result. 2H and FY26 numbers look too high. Probably a good short if don't have near-term improvement in rate environment as will have negative revisions and already an expensive stock that the quality ppl are in love with (given it has legitimate share gain opportunity in PCG, is executing much better than peers, has leading share and barriers to entry etc., can grow PCG +HSD-LDD once cycle turns - but that is a while away...) XXX engagements  **Related Topics** [$shw](/topic/$shw) [stocks basic materials](/topic/stocks-basic-materials) [Post Link](https://x.com/qualitybargain/status/1948188131888636052)
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LTValue @qualitybargain on x 2278 followers
Created: 2025-07-24 01:07:00 UTC
Surprised to see no sell-off in $SHW after result. 2H and FY26 numbers look too high. Probably a good short if don't have near-term improvement in rate environment as will have negative revisions and already an expensive stock that the quality ppl are in love with (given it has legitimate share gain opportunity in PCG, is executing much better than peers, has leading share and barriers to entry etc., can grow PCG +HSD-LDD once cycle turns - but that is a while away...)
XXX engagements
Related Topics $shw stocks basic materials