Cool Stock Tweets #0

Solid follow through with $EAT today. Comps were good, commentary favorable. This group has been out of favor a long time. I own $CAKE, which has a compelling site growth story with North Italia and Flower Child on top of what should be favorable comps from the core. Cheap stock

— PAA Research (@ActAccordingly)
3:40 PM • Feb 1, 2024

I have no reason to think it will, but if $BABB started growing earnings it's the kind of stock that could be a 100 bagger.

If it's even maybe-credible that happens, it'll quickly go up 1,000%.

It's way too small for me to track anymore.

— David Orr (@orrdavid)
9:21 PM • Jan 15, 2024

$GMS Ray Jay Conf right now. Tracking well ahead of recent guide—new larger wins, wallboard prices +MSD last 2 wks, accel share gains, hi margin complimentary biz organically 2x in 3 yrs. 10x P/E vs peers at 15-20x (BLDR, BLD, IBP). Long runway for growth w strong balance sheet.

— catechwilliams@yahoo (@catechwilliams)
8:53 PM • Mar 5, 2024

Somebody talk me out of buying Smart Sand $SND .... Looks reasonably cheap on an asset basis and earnings/cashflow are improving. But the stock is a dud. What am I missing

— No Called Strikes Investing (@NCSI_SA)
7:44 PM • Mar 4, 2024

Based on the end of year data, is $AE trading at a 29% free cash flow yield on the market cap and 35% fcf yield on the EV (has net cash)?

— Steads (@winsteadscap)
8:22 PM • Mar 13, 2024

Lots of new demand for $CMPO

— Craig MCDermott (@Craig_McDermott)
1:25 PM • Mar 7, 2024

Expecting a run from the Trump-related basket this week:
$DWAC
$RUM
$PSQH
$BREZ
$FNMA

should $GEO be on this list?  what else?

— the gutter (@stockgutter)
3:47 PM • Mar 4, 2024

If the Boeing scandals get worse, Airbus heavy fleets (like $DAL) might start to pull ahead of the competition

Delta is already the best U.S. airline by far IMO and has a reputation for great maintenance

Wouldn’t be surprised if they pull ahead even more✈️

— Edwin Dorsey (@StockJabber)
3:58 PM • Mar 14, 2024

It’s $PFBX Proxy time and here comes The Stilwell Group again fighting the good fight again. sec.gov/Archives/edgar…

— Timyan Bank Alert (@TimyanBankAlert)
8:36 PM • Mar 12, 2024