Prepared Remarks

@P_Remarks · joined 15 Jan 2011

34 990Followers

958Following

8 485Posts total

106.8KViews on collected posts

Последние посты

Prepared Remarks@P_Remarks3 Sep

@P_Remarks ONLY -30% MORE TO GO THEN 2.6K views · 20 likes · 0 reposts · 2 replies Open on X →

Prepared Remarks@P_Remarks3 Sep

@P_Remarks As a software guy, I kinda agree with this. Feel like we need one more puke tho, i.e. $AVGO below $300, $INTC at $80, etc. 1.2K views · 4 likes · 0 reposts · 1 replies Open on X →

Prepared Remarks@P_Remarks3 Sep

@P_Remarks who are you and what have you done with PR 2K views · 8 likes · 0 reposts · 1 replies Open on X →

Prepared Remarks@P_Remarks3 Sep

Seems like semi cap could be the trade into YE and 2027. Degrossed/momentum normalized + lots of model releases/token usage still vertical + more reasonable starting val’n 31.6K views · 265 likes · 7 reposts · 23 replies Open on X →

Prepared Remarks@P_Remarks28 Aug

MKSI is 13.5x ‘27 eps that’s probably too low 14.4K views · 91 likes · 0 reposts · 11 replies Open on X →

Prepared Remarks@P_Remarks28 Aug

This + all earnings catalysts in rearview + Warsh comments probably means chop around unless Ant shows reaccel https://t.co/sAnG2MnR0t 7K views · 42 likes · 1 reposts · 3 replies Open on X →

Prepared Remarks@P_Remarks28 Aug

Today’s move in AI capex stocks 9.3K views · 12 likes · 1 reposts · 10 replies Open on X →

Prepared Remarks@P_Remarks27 Aug

BBWI should not be a standalone public company. 6x fcf. Pretty ideal PE candidate 18.5K views · 66 likes · 0 reposts · 11 replies Open on X →

Prepared Remarks@P_Remarks25 Aug

@Ian_Vestments @BearForce_Won BBWI structurally higher margins, ROIC, loyalty program and repeat buyers/replenish based products, sales per sq ft >>> dks who is essentially a glorified reseller of nke 19.6K views · 2 likes · 0 reposts · 1 replies Open on X →

Prepared Remarks@P_Remarks25 Aug

@P_Remarks @BearForce_Won Idk the debt loaded onto bath and body + mall based retail… don’t get me wrong I’m v long into the print and think their is potential for fireworks if there is any real tailwind from ulta/amzn… bath and body def more upside but DKS the better biz imo 579 views · 0 likes · 0 reposts · 1 replies Open on X →

На фоне аккаунтов своего размера

10 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры8 156этот аккаунт924медиана для 10K–100K

Охват, %23.31%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %0.43%этот аккаунт1.52%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	8 156	924	8.83×
Охват (просмотры ÷ подписчики)	23.31%	3.62%	6.44×
Вовлечённость	0.43%	1.52%	0.28×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

57925 Aug

19.6K

18.5K27 Aug

9.3K28 Aug

14.4K

31.6K3 Sep

1.2K

2.6K

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.17%25 Aug

0.02%

0.42%27 Aug

0.25%28 Aug

0.66%

0.71%

0.94%3 Sep

0.44%

0.42%

0.85%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes65.0%510 in total

Reposts1.1%9 in total

Replies8.2%64 in total

Quotes0.5%4 in total

Bookmarks25.2%198 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Похожие аккаунты