Twitter Content

I publish detailed threads and tweets on individual stocks, sectors, industries and macro topics on Twitter. The below is an organized index of key threads and tweets I’ve done.

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Floor & Decor

Threads

Floor Covering Weekly Top 50 Flooring Retailers – 6/12/23

FND Salesmaster Acquisition – 6/8/23

FND Largest Supplier Thread – 6/6/23

FND Growth vs. ’19 – 5/31/23

FND vs. HD & LOW ’23 Guide vs. ’19 Performance (Update) – 5/24/23

FND Q1’23 Earnings Thread – 5/8/23

FND vs. HD & LOW Pro Mix – 3/14/23

FND Store Economics – 3/9/23

FND, HD & LOW ’23 Guide & vs. ’19 Performance – 3/6/23

FND Q4’22 Earnings Thread – 2/24/23

FND Working Capital Follow Up – 6/30/22

FND Sq/Ft vs. Peers – 6/20/22

FND Working Capital – 6/18/22

FND Q1’22 Review – 5/6/22

FND Investor Day Review – 3/17/22

FND Investment Overview – 3/12/22

Tweets

FND Sq/Ft vs. Peers Update (1) – 3/30/23

FND Sq/Ft vs. Peers Update (2) – 3/30/23

FND Market Share Update – 3/7/23

FND Store Opening Update – 1/5/23

FND Catalina Housing Turnover to Projects – 7/1/22

FND Flooring Brand vs. Salesperson Influence – 6/29/22

FND, SITE and POOL Peak to Trough – 6/21/22

FND vs. Interest Rates – 5/26/22

FND Independent Supplier Concentration – 5/26/22

FND Flooring Industry Revenue – 5/25/22

FND Flooring Industry Brand Recognition – 5/24/22

FND BRK.A Purchases – 5/21/22

FND vs. HD/LOW – 5/14/22

FND In Stock Availability – 5/14/22

FND Flooring Job Cost – 5/14/22

FND Customer Avg Income – 5/14/22

FND Mature Market Share – 5/13/22

FND Retail Conversion – 4/25/22

FND vs. Interest Rates – 4/24/22

Home Depot (HD)

Threads

HD Q1’23 Earnings – 5/22/23

HD Q4’22 Earnings – 2/22/23

Lowes (LOW)

Tweets

LOW Q1’23 Earnings Thread – 5/24/23

LOW Analyst Day Key Quote & Chart – 3/3/23

LOW Macro Commentary – 3/1/23

Maytronics (MTRN-IT)

Threads

MTRN-IT Investment Overview – 4/23/22

Pool Corp (POOL)

Threads

POOL Q2’22 Earnings – 7/24/22

POOL vs. SITE – 6/24/22

POOL Q1’22 Earnings – 4/22/22

POOL Investor Day Thread – 3/8/22

Tweets

POOL Market Share – 5/31/23

POOL Valuation Update – 6/17/22

POOL Contractor Backlogs – 5/21/22

Roblox (RBLX)

Threads

RBLX Growth Update – 1/20/23

RBLX LT Comp – 3/3/22

Tweets

RBLX Developer Slide – 3/22/22

Skechers (SKX)

Threads

SKX UBS Conference – 3/9/22

SiteOne Landscape Supply (SITE)

Threads

SITE ’23 Guidance vs. Peers (Update ) – 5/31/23

SITE Market Share – 6/7/23

SITE ’23 Guidance vs. Peers – 3/8/23

SITE Q2’22 Review – 8/3/22

POOL vs. SITE – 6/24/22

SITE Q1’22 Review – 5/4/22

SITE Q1’22 Pre Release Thoughts – 4/24/22

SITE Overview – 3/16/22

Tweets

SITE ’23 Guidance – 3/7/23

SITE Materials vs. Labor Cost – 7/6/22

SITE Valuation Update – 6/17/22

Spotify (SPOT)

Threads

SPOT Growth vs. Peers – 4/27/22

SPOT Q1’22 Review – 4/27/22

Trex (TREX)

Threads

Composite Decking I n d u s t r y Share – 6/7/23

TREX Web Traffic Market Share – 6/6/23

Composite Decking Market Share – 6/1/23

TREX Q4’22 Earnings – 3/1/23

Macro and Other

Threads

Zonda Home Improvement Outlook Insights – 6/8/23

NAHB RMI Thread – 5/23/23

JCHS Home Improvement Thread – 5/10/23

Migration Beneficiaries – 6/28/22

Lowes Oppenheimer Conference – 6/22/22

FND, OC, POOL, HD, and LOW ESPP – 5/16/22

Tweets

Existing Home Sales – 6/22/22

Existing Home Sales – 5/25/22

Millennial Home Buyers – 5/15/22