@ASB_Partners ASB Partners

ASB Partners posts on X about $elal, $lrn, $fph, $trc the most. They currently have [-------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: [--] #

[--] Week [---] -45%
[--] Month [-----] +1,154%
[--] Months [-----] -59%
[--] Year [------] +412%

Mentions: [--] #

[--] Year [--] +8.30%

Followers: [-------] #

[--] Week [---] +1.20%
[--] Month [---] +29%
[--] Months [---] +48%
[--] Year [---] +168%

CreatorRank: [---------] #

Social Influence

Social category influence finance cryptocurrencies countries stocks technology brands gaming social networks nfl exchanges currencies

Social topic influence $elal, $lrn, $fph, $trc, $joe, israel, in the, $tase, debt, longterm

Top accounts mentioned or mentioned by @thenewsherald @bobrobotti @marginofdanger @bakersfieldcali @wsj @youtube @ragingventures @kevinlmak @paulbieber @dallascowboys @taseil @nayaxglobal @nayaxltd @chicagosmayor @timesofisrael @globesenglish @siemprepulpo @osarochester @dansdeals @joinyellowbrick

Top assets mentioned Stride, Inc. (LRN) JOE (JOE) Sphere Entertainment Co. (SPHR) The GEO Group, Inc. (GEO) United Airlines Holdings, Inc. (UAL) Validity (VAL) SATS (Ordinals) (SATS) Viasat Inc (VSAT) StarLink (STARL) Treasure (MAGIC)

Top Social Posts

Top posts by engagements in the last [--] hours

"$TASE.there will always be a need for local exchanges but the superiority of US equity markets cannot be understated https://mailchi.mp/verdadcap/the-american-liquidity-advantagee=86364fa8d6 https://mailchi.mp/verdadcap/the-american-liquidity-advantagee=86364fa8d6"
X Link 2024-07-08T14:44Z [---] followers, [--] engagements

"@KevinLMak Thanks for the great work on $SPHR.do you have a sense what % of their sg&a is variable versus fixedMSGE mostly has a variable workers (5000) so not great for operating leverage "
X Link 2023-11-16T17:15Z [--] followers, [---] engagements

"If this is what a negative article about $SPHR looks like then "
X Link 2023-11-16T17:35Z [--] followers, [---] engagements

"$VAL More than repricing from $200s to $400s is this is a multi-year contract"
X Link 2024-01-02T14:55Z [--] followers, [--] engagements

"$JOE .very important for the long-term thesis.NWF Beaches Airport in Bay County off to hot start in [----] already up 11% for passengers via @the_news_herald"
X Link 2024-03-05T21:34Z [--] followers, [--] engagements

"$JOE .'Incredible honor': Latitude Margaritaville Watersound town square receives national award via @the_news_herald"
X Link 2024-03-15T13:42Z [--] followers, [--] engagements

"$JOE.Not an unreasonable approach to real estate investing to just buy next to the top [--] beaches.Among the best: Panama City Beach named a top [--] beach in the United States by TripAdvisor via @the_news_herald https://www.newsherald.com/story/news/local/2024/03/22/panama-city-beach-earns-top-15-ranking-in-tripadvisors-best-beaches/72926959007/ https://www.newsherald.com/story/news/local/2024/03/22/panama-city-beach-earns-top-15-ranking-in-tripadvisors-best-beaches/72926959007/"
X Link 2024-03-22T11:43Z [---] followers, [---] engagements

"$JOE .any data point supporting the long-term demographic trends/economic health of the area are supportive for the LT thesis.Port Panama City is expanding again with help from federal state grants via @the_news_herald https://www.newsherald.com/story/news/local/2024/04/04/expansion-project-phase-2-of-east-terminal-work-should-kick-off-next-year/72855023007/ https://www.newsherald.com/story/news/local/2024/04/04/expansion-project-phase-2-of-east-terminal-work-should-kick-off-next-year/72855023007/"
X Link 2024-04-07T14:09Z [--] followers, [--] engagements

"$JOE.hard to believe this used to be called the "Redneck Rivera""
X Link 2024-05-07T16:28Z [---] followers, [--] engagements

"In today's WSJ.All of $TRC 40k units of single family homes are in the money at $900k/unit"
X Link 2024-05-28T12:10Z [---] followers, [---] engagements

"@PaulBieber If you like NRS and I do you should check out the Par Technology story $PAR"
X Link 2024-06-07T17:13Z [---] followers, [---] engagements

"$TRC.More development in Tejon's backyard.Warehouse proposed on farmland south of Bakersfield set for vote by county supervisors via @Bakersfieldcali https://www.bakersfield.com/news/warehouse-proposed-on-farmland-south-of-bakersfield-set-for-vote-by-county-supervisors/article_f5686bfa-3033-11ef-bb00-27e69e8edef9.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share"
X Link 2024-06-23T14:32Z [---] followers, [--] engagements

"$FVRR and $UPWK trade at 10x earnings and now pretty clear AI will be more of tailwind than headwind. .AI Work Assistants Need a Lot of Handholding https://www.wsj.com/articles/ai-work-assistants-need-a-lot-of-handholding-500c2bd8 https://www.wsj.com/articles/ai-work-assistants-need-a-lot-of-handholding-500c2bd8"
X Link 2024-06-26T13:15Z [--] followers, [--] engagements

"$SATS $VSAT .is it possible LEOs are not able to handle in flight wifi due to bandwidth concerns How many major commercial airlines has Starlink won Viasat Inc. - https://investors.viasat.com/news-releases/news-release-details/lot-polish-airlines-selects-viasat-deliver-flight-connectivity https://investors.viasat.com/news-releases/news-release-details/lot-polish-airlines-selects-viasat-deliver-flight-connectivity"
X Link 2024-07-25T12:04Z [--] followers, [---] engagements

"$TRC.Tejon Ranch seeks $62M public bond to double warehouses near Grapevine https://therealdeal.com/la/2024/07/25/tejon-ranch-seeks-62m-bond-for-warehouses-near-grapevine/ https://therealdeal.com/la/2024/07/25/tejon-ranch-seeks-62m-bond-for-warehouses-near-grapevine/"
X Link 2024-07-26T04:42Z [---] followers, [--] engagements

"Long $GILT.was dumped from its index earlier this year .Wall Streets Trash Contains Buried Treasure https://www.wsj.com/finance/stocks/wall-streets-trash-contains-buried-treasure-b22ad00d https://www.wsj.com/finance/stocks/wall-streets-trash-contains-buried-treasure-b22ad00d"
X Link 2024-08-14T12:53Z [---] followers, [--] engagements

"$VOXX sells another asset.Hard to envision any bad news coming out in the next couple of months as they deleverage and hopefully get the stock price up for a higher take out https://investors.voxxintl.com/news-releases/news-release-details/premium-audio-company-announces-acquisition-its-jamo-and-energy https://investors.voxxintl.com/news-releases/news-release-details/premium-audio-company-announces-acquisition-its-jamo-and-energy"
X Link 2024-09-03T13:35Z [---] followers, [---] engagements

"$VOXX here comes the good news as predicted. $2/share of gross debt paydown v. $5.5 stock price https://investors.voxxintl.com/news-releases/news-release-details/voxx-international-corporation-announces-successful-sale-its https://investors.voxxintl.com/news-releases/news-release-details/voxx-international-corporation-announces-successful-sale-its"
X Link 2024-09-05T12:44Z [---] followers, [---] engagements

"$GILT .confirmation that GILT's acquisition of Stellar Blu and firm backlog of $200mm in multi orbit antennas is going to drive revenue next year v. Total FY24 Revenue of $315mm"
X Link 2024-09-05T17:48Z [---] followers, [--] engagements

"$TRC.Constructive for TRC's [---] unit project.Apartments purchase sets new Bakersfield record via @Bakersfieldcali A 249-unit rental community in the city's southwest recently sold to Irvine-based private equity firm The Bascom Group for $56.6 million the highest price ever paid for a single apartment complex in Bakersfield. https://www.bakersfield.com/news/apartments-purchase-sets-new-bakersfield-record/article_e0625bc6-745d-11ef-b581-2f32cc513e9b.htmlutm_medium=social&utm_source=twitter&utm_campaign=user-share"
X Link 2024-09-17T15:14Z [---] followers, [---] engagements

"$VOXX entered its FY25 with $70mm in gross debt ($3/share).After the Sept. sale of their accessory biz for $28mm and the sale of their Orlando building for $20mm they will have paid down $2/share of gross debt.not bad for a $6.42 stock There's still more to go as relates to deleveraging as mgmt. hopes to be debt free by the end of the fiscal year In the meantime the Strategic Alternative Process is progressing with opening bid from Gentex at $5.5/share. Voxx International has sold its 114704-square-foot Lake Nona headquarters. Here are the details. https://t.co/G3o3uVvwkx Voxx International"
X Link 2024-10-06T16:16Z [---] followers, [---] engagements

"$VOXX $SONO.could Voxx's Klipsch be the beneficiary of the meltdown at Sonos.we'll find out tomorrow Craig Halum on Sonos: SONO Alex Fuhrman believes fundamentals are continuing to deteriorate for Sonos with first-time downloads of the Sonos app at their lowest levels in three years and down more than 30% y/y. With Thanksgiving just eight weeks away and the companys app continuing to give users problems Fuhrman thinks the company is likely to guide to FY25 (Sep-25) results well below consensus when Sonos reports Q4 results in mid-November. Shares rated Hold"
X Link 2024-10-09T13:17Z [---] followers, [---] engagements

"$TRC.this is the hope and might become reality if CA becomes less woke like the rest of the country https://www.wsj.com/business/energy-oil/one-of-the-hottest-stocks-in-the-oil-patch-is-a-defunct-19th-century-railroad-4b10a483st=Wwokaf https://www.wsj.com/business/energy-oil/one-of-the-hottest-stocks-in-the-oil-patch-is-a-defunct-19th-century-railroad-4b10a483st=Wwokaf"
X Link 2024-11-27T13:09Z [--] followers, [---] engagements

"Good free marketing for $GRAL.Grail has a $550mcap and $853mm in cash and no debt so the EV is -$303mm.The set up for the equity is compelling with: 1)Further cost cutting to push the cash burn down past [----] 2)Upcoming legislation in Congress to provide funding for MCEDs (this Cowboys thing will help);3)Readout from Pathfinder [--] which should be a slam dunk given tens of thousands of patients have already been tested and PPV has consistently landed around 40%; 4)Read out of NHS trial in [----] which has already pre released that the trial is consistent or doing better than previous trails Were"
X Link 2024-11-29T15:15Z [--] followers, [---] engagements

"$TRC.maybe there's hope for Mountain Village. https://www.nytimes.com/2024/12/30/us/grand-teton-park-wyoming-sale.html https://www.nytimes.com/2024/12/30/us/grand-teton-park-wyoming-sale.html"
X Link 2024-12-30T16:37Z [---] followers, [---] engagements

"Story keeps getting better for $GEO.President-elect Donald Trumps advisers will have to solve funding challenges and legal questions to make his proposed crackdown on illegal immigration a reality via @WSJ https://www.wsj.com/politics/policy/the-five-biggest-roadblocks-to-trumps-immigration-agenda-5bf75c43st=8SGsfw https://www.wsj.com/politics/policy/the-five-biggest-roadblocks-to-trumps-immigration-agenda-5bf75c43st=8SGsfw"
X Link 2025-01-02T21:14Z [---] followers, [---] engagements

"Kinda crazy this asset trades so cheaply as the design wins start rolling in that will bring this back to growth"
X Link 2025-01-13T13:48Z [---] followers, [--] engagements

"$LRN should trading at a higher EV/EBITDA multiple with all these school choice tail winds but it's actually trading at a lower forward multiple.1/🧵"
X Link 2025-01-28T17:21Z [---] followers, [---] engagements

"Long $TRC and $FPH.Hard to imagine Newsome saying this even a few months ago"
X Link 2025-03-03T17:23Z [---] followers, [---] engagements

"$MKFG $NNDM $SSYS $DM How much incremental evidence do we need that $MKFG is getting bought at $5/ v. current price of $4.6 next week.the [--] days for the CFIUS review are done April 14th and $NNDM needs to close within [--] days.great place to hide out with all this volatility"
X Link 2025-04-08T14:18Z [---] followers, [----] engagements

"They are going to eat the tariffs on behalf of their customers for the 30% of revenue that comes from Hardware https://ir.nayax.com/news/news-details/2025/Nayax-Holds-Hardware-Prices-Steady-to-Support-Its-U-S--Customers-Despite-New-U-S--Tariffs/default.aspx https://ir.nayax.com/news/news-details/2025/Nayax-Holds-Hardware-Prices-Steady-to-Support-Its-U-S--Customers-Despite-New-U-S--Tariffs/default.aspx"
X Link 2025-04-24T14:50Z [---] followers, [---] engagements

"Still lots of new products and OEM's who are going to market using Nayax hardware.imagine a Chipotle or Kroger putting one of these outside their stores for grab and go. https://youtu.be/MQL3bcZIkhksi=27HAHueBQqzNWQ6v&t=51 https://youtu.be/MQL3bcZIkhksi=27HAHueBQqzNWQ6v&t=51"
X Link 2025-04-24T14:50Z [---] followers, [---] engagements

"More importantly for the rest of [----] they expect to meet their guidance of $200mm in net income:"
X Link 2025-04-25T18:01Z [---] followers, [--] engagements

"The momentum and demand are accelerating at Great Park despite inflationary pressures and stubbornly high mortgage rates with record homesites (this is how FPH gets paid) and homes sold by FPHs customers:"
X Link 2025-04-25T18:01Z [---] followers, [--] engagements

"Could be constructive for Tejon's Agri. biz $TRC"
X Link 2025-04-29T13:17Z [---] followers, [---] engagements

"I don't know what was behind it but I appreciate that Nayax $NYAX is doing their earnings call on May 13th in English before their Hebrew call.it's just so hard to own a foreign stock if you think there is a time zone or language arbitrage.I wish other companies would follow suit @TASE_IL @NayaxGlobal @NayaxLTD"
X Link 2025-04-29T13:27Z [---] followers, [---] engagements

"Pearson $PSO reported.very different story than Stride $LRN.the results from Pearson's virtual schools sub were pretty mediocre"
X Link 2025-05-02T17:38Z [---] followers, [---] engagements

"$GEO update on Lawton sale.could be a nice shot of deleveraging"
X Link 2025-05-06T14:17Z [---] followers, [---] engagements

"$FPH deal with Hearthstone"
X Link 2025-06-20T13:37Z [---] followers, [---] engagements

"Time to party $FPH $TRC"
X Link 2025-07-01T15:09Z [---] followers, [---] engagements

"The specs on Luna are impressive and its gorgeous: 🌳 [--] heritage trees offering natural shade and peaceful places to unwind 🏀 [--] half basketball courts for friendly games and spontaneous shootouts 🏓 [--] pickleball courts (because everyones favorite sport deserves a place to shine) 🏊 [--] sparkling pools for cooling off or soaking in the sun 🔥 [--] outdoor kitchens made for weekend BBQs and neighborly get-togethers 🎠 One of Orange Countys largest playgrounds to inspire imaginations and spark new friendships 🌿 [--] acres of grassy lawn perfect for yoga picnics and everything in between"
X Link 2025-07-21T18:33Z [---] followers, [---] engagements

"$LRN.Im very humbled to share that I won SumZero's Top Stocks [----] Investment Competition A huge thank you to SumZero and the judges for the opportunity and to AlphaSense for sponsoring the event. Please DM if you want the write-up or the Slide Deck. Important Reminder: This is not investment advice. Do your own work. This is a long-term thesis and could be volatile. $LRN #Sumzero #AlphaSense #Stride https://twitter.com/i/web/status/2014012870451749319 https://twitter.com/i/web/status/2014012870451749319"
X Link 2026-01-21T16:31Z [---] followers, [----] engagements

"https://www.cbre.com/insights/podcasts/2024-ep4-you-might-think https://www.cbre.com/insights/podcasts/2024-ep4-you-might-think"
X Link 2024-01-23T16:55Z [---] followers, [---] engagements

"$ITRN and $PWFL (they bought Pointer which has an Israel Presence).potential negative given the decline in new car registrations (Q124) for their Israeli insurance-focused telemetry offering https://www.car-importers.org.il/assets/files/9461714910654.pdf https://www.car-importers.org.il/assets/files/9461714910654.pdf"
X Link 2024-05-07T13:12Z [---] followers, [---] engagements

"$TASE Highlights of Q124 Earnings🧵"
X Link 2024-05-27T14:58Z [---] followers, [---] engagements

"$ITRN $PWFL.unusual strength in the Israeli markets for SVR telematics"
X Link 2024-05-28T18:31Z [---] followers, [---] engagements

"$TASE is working hard to increase ADV"
X Link 2024-06-04T14:34Z [---] followers, [--] engagements

"$TASE is working hard to increase ADV"
X Link 2024-06-04T15:23Z [---] followers, [--] engagements

"$PWFL $ITRN.New car registrations still tracking down yoy.bad for PWFL's Pointer and Ituran who has more exposure to the new cars in Israel"
X Link 2024-06-06T14:09Z [---] followers, [---] engagements

"$VRE Insider buying and this.Anyone know what is going https://www.prnewswire.com/news-releases/veris-residential-inc-announces-withdrawal-of-public-offering-of-common-stock-302175385.html https://www.prnewswire.com/news-releases/veris-residential-inc-announces-withdrawal-of-public-offering-of-common-stock-302175385.html"
X Link 2024-06-25T15:24Z [---] followers, [--] engagements

"$SSTI near its lows and yet U.S. Gun Violence Is a Public-Health Crisis Surgeon General Warns https://www.wsj.com/us-news/u-s-gun-violence-is-a-public-health-crisis-surgeon-general-warns-7869ede2 https://www.wsj.com/us-news/u-s-gun-violence-is-a-public-health-crisis-surgeon-general-warns-7869ede2"
X Link 2024-06-26T13:15Z [---] followers, [---] engagements

"$TASE.Volumes for June a little below YTD #'s but tracking ahead of last https://info.tase.co.il/Eng/Statistics/StatRes/2024/Stat_125_MainIndicators_NIS_Eng_2024_06_443910.pdf https://info.tase.co.il/Eng/Statistics/StatRes/2024/Stat_125_MainIndicators_NIS_Eng_2024_06_443910.pdf"
X Link 2024-07-04T16:01Z [---] followers, [--] engagements

"Long $SSTI .pressure builds for Chicago to renew their contract Asked if he heard any gunfire after [--] were shot in his Austin neighborhood over July 4th weekend @ChicagosMayor didn't answer but said Austin has been "neglected." And we're calling BS on Johnson's story gunfire had him and his wife crawling on the floor to his kids' room. https://t.co/BbVvuovtb6 Asked if he heard any gunfire after [--] were shot in his Austin neighborhood over July 4th weekend @ChicagosMayor didn't answer but said Austin has been "neglected." And we're calling BS on Johnson's story gunfire had him and his wife"
X Link 2024-07-09T22:07Z [---] followers, [---] engagements

"$PCYO.Bodes well for sell through at Sky Ranch.Heard on the Street: Buying a fixer-upper used to be a much cheaper route to homeownership. Not anymore. via @WSJ No one is cheaper in the Denver Metro area with product starting in the $400000s https://www.wsj.com/economy/housing/this-old-house-home-buyers-best-deals-are-on-builders-lots-defc1311st=p7a2Ny https://www.wsj.com/economy/housing/this-old-house-home-buyers-best-deals-are-on-builders-lots-defc1311st=p7a2Ny"
X Link 2024-12-03T14:04Z [---] followers, [---] engagements

"$PCYO.short and sweet overview of the opportunity.Pure Cycle Corporation (NASDAQ: PCYO) via @YouTube https://youtu.be/fwiPqnNBrKgsi=xiIF7Y2vtNxcZixd https://youtu.be/fwiPqnNBrKgsi=xiIF7Y2vtNxcZixd"
X Link 2024-12-12T02:09Z [---] followers, [---] engagements

"Long $ELAL https://docsend.com/view/smc4m4y7du3g8rxn https://docsend.com/view/smc4m4y7du3g8rxn"
X Link 2024-12-30T15:43Z [---] followers, [---] engagements

"Lots of misunderstanding concerning new competition for $ELAL New Israeli airline hopes to launch Tel Aviv-New York route on January [--] via @timesofisrael https://www.timesofisrael.com/new-israeli-airline-hopes-to-launch-tel-aviv-new-york-route-on-january-21/ https://www.timesofisrael.com/new-israeli-airline-hopes-to-launch-tel-aviv-new-york-route-on-january-21/"
X Link 2024-12-31T18:56Z [---] followers, [---] engagements

"Many investors new to the $ELAL story are worried about new entrants but they overlook the barriers to entry and how much TechAir is charging just for pre sales which are discounted"
X Link 2024-12-31T18:56Z [---] followers, [--] engagements

"$ELAL has capped prices to NA at around $1900 and many fares are less than that:"
X Link 2024-12-31T18:56Z [---] followers, [---] engagements

"Everyday that passes it becomes more likely that [----] can become a repeat of [----] where $ELAL cleared over $1bil in FCF versus current market cap of $970mm.the market has totally mispriced this stock"
X Link 2024-12-31T18:56Z [---] followers, [---] engagements

"$SILC is eating it's own cooking and aggressively buying back their own stock:"
X Link 2025-01-13T13:48Z [---] followers, [---] engagements

"$ELAL Israeli press waking up to ELAL's setup in [----] but completely misses the valuation angle and the beautiful deleveraging.El Al stock keeps rising even as war winds down: via @GlobesEnglish https://iglob.es/en1499231 https://iglob.es/en1499231"
X Link 2025-01-13T14:17Z [---] followers, [---] engagements

"This pricing is higher than $ELAL's capped pricing announced in q324:"
X Link 2025-01-14T14:37Z [---] followers, [---] engagements

"$ELAL moving forward date for return of capital.great news 1/🧵"
X Link 2025-01-20T14:59Z [---] followers, [---] engagements

"$ELAL.anyone think ELAL has a chance at buying ICC-CAL Better or worse than Isracard Thanks"
X Link 2025-01-23T15:45Z [---] followers, [---] engagements

"All of the $ELAL Series [--] Warrants appear to have been converted.anyone have a theory what is going on"
X Link 2025-02-03T13:19Z [---] followers, [---] engagements

"As if we needed another reason to be long $ELAL"
X Link 2025-02-10T19:53Z [---] followers, [---] engagements

"$ELAL more confirmation that high prices will persist in new normal post the war"
X Link 2025-02-12T15:05Z [---] followers, [---] engagements

"Nice story about $ELAL"
X Link 2025-02-17T13:53Z [---] followers, [---] engagements

"$ELAL the market is starting to look through the underlying earnings power of this business post war and it should continue to be strong"
X Link 2025-02-18T15:58Z [---] followers, [---] engagements

"https://en.globes.co.il/en/article-el-al-stock-still-rising-despite-return-of-foreign-airlines-1001502388 https://en.globes.co.il/en/article-el-al-stock-still-rising-despite-return-of-foreign-airlines-1001502388"
X Link 2025-02-18T15:58Z [---] followers, [--] engagements

"The backdrop to the whole $ELAL thesis is this is great time for commercial aviation especially if you own most of your own fleet"
X Link 2025-02-18T15:58Z [---] followers, [---] engagements

"Important overhang removed from the $ELAL story today.TL;DR the Israeli gov't and $ELAL share security costs and ELAL has agreed to contribute more and has capped exposure at $13mm.next stop.the dividend"
X Link 2025-03-03T14:53Z [---] followers, [---] engagements

"Bullish nugget from Nano Dimension/Desktop Metal press release today for $MKFG deal @$5/share v. current price of $4.75"
X Link 2025-04-02T15:11Z [---] followers, [---] engagements

"https://d18rn0p25nwr6d.cloudfront.net/CIK-0001643303/d4c01e62-070b-4c28-bb2f-3ff8f2e049c3.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001643303/d4c01e62-070b-4c28-bb2f-3ff8f2e049c3.pdf"
X Link 2025-04-02T15:11Z [---] followers, [--] engagements

"ASB Partners Q125 Letter.with update on $ELAL thesis https://open.substack.com/pub/adambuckstein/p/asb-partners-q125-letterr=5t80c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/adambuckstein/p/asb-partners-q125-letterr=5t80c&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-04-07T15:34Z [---] followers, [--] engagements

"Five Point Holdings $FPH reported Q125 Earnings on 4/24/2025 which were pretty darn spectacular relative to other comps $HHH $PCYO for a land developer selling lots/acres to national homebuilders $LEN $KBH $TOL.surprising the stock isn't up more 1/🧵"
X Link 2025-04-25T18:01Z [---] followers, [---] engagements

"Hoping for a decision this week on the $312mm sale of Lawton which could be a nice deleveraging event for $GEO"
X Link 2025-05-19T13:15Z [---] followers, [----] engagements

"Good summary of the $FPH/Hearthstone transaction"
X Link 2025-06-26T12:21Z [---] followers, [---] engagements

"1/🧵On July [--] Five Point Holdings $FPH is unveiling its newest and final park (out of 8) in Great Park called Luna.It's hard for outsiders to fathom how non beach front property could sell for $11mm/acre but it all comes down to intelligent design of communities around parks which enable density (12-15 homes/acre) and access to some of the best public schools in CA and of course the weather in S. CA"
X Link 2025-07-21T18:33Z [---] followers, [----] engagements

"In spite of high mortgage rates [----] sqft homes are selling for $1.2mm which comes up to $700/sqft"
X Link 2025-07-21T18:33Z [---] followers, [---] engagements

"$FPH has [---] acres left in Great Park and they enjoy 42% of the economics.The EV is only $900mm so plenty of room for error before we start figuring out how much Valencia Candlestick and Hearthstone might be worth @BobRobotti @RagingVentures @marginofdanger"
X Link 2025-07-21T18:33Z [---] followers, [---] engagements

"$FPH thesis in one picture Austin metro population: [---] million LA metro population: [----] million https://t.co/JSsn1EWpiy Austin metro population: [---] million LA metro population: [----] million https://t.co/JSsn1EWpiy"
X Link 2025-09-09T12:08Z [---] followers, [---] engagements

"This could finally be the year for $NNDM and $SSYS https://www.stratasys.com/en/resources/blog/3d-printing-drones-uavs/utm_campaign=gen-uavdro https://www.stratasys.com/en/resources/blog/3d-printing-drones-uavs/utm_campaign=gen-uavdro"
X Link 2026-01-01T16:20Z [---] followers, [---] engagements

"$LRN Phew Strider the Fox is back starting Feb 12th. hopefully plenty of time to work through all these issues before enrollment begins for the 26/27 year"
X Link 2026-02-03T16:45Z [---] followers, [---] engagements

"$TASE .solid ADV in May https://info.tase.co.il/Eng/Statistics/StatRes/2024/Stat_125_MainIndicators_NIS_Eng_2024_05_442942.pdf https://info.tase.co.il/Eng/Statistics/StatRes/2024/Stat_125_MainIndicators_NIS_Eng_2024_05_442942.pdf"
X Link 2024-06-04T15:23Z [---] followers, [---] engagements

"@SiemprePulpo Have you looked at Avid Bioservices ($CDMO).they cite Lomza as their best comp"
X Link 2024-08-02T15:59Z [---] followers, [--] engagements

"TechAir is offering presale round trip tickets from Tel-Aviv to NY for $1550 and then fares will increase by 15-20% so fares will be more like $1900 for round trip"
X Link 2024-12-31T18:56Z [---] followers, [--] engagements

"Why would anyone trust a new startup with leased planes that is charging the same price as the incumbent that happens one of the safest airlines in the world"
X Link 2024-12-31T18:56Z [---] followers, [---] engagements

"$ELAL .Delta came out with great earnings today. regarding the question of when other Int. carriers are coming back to Israel.comm. aviation is booming and there is NO way you are letting a $200mm [---] that you are leasing sit around idle while you pay lease payments.therefore once Israel calms down you still need to wait a few months to bring the planes back to Israel b/c these planes have all been booked on other routes. https://ir.delta.com/news/news-details/2025/Delta-Air-Lines-Announces-December-Quarter-and-Full-Year-2024-Financial-Results/default.aspx"
X Link 2025-01-10T17:24Z [---] followers, [---] engagements

"$SILC. The recovery is in https://www.silicom-usa.com/news/cyber-security-leader-selects-silicom-edge-system/ https://www.silicom-usa.com/news/cyber-security-leader-selects-silicom-edge-system/"
X Link 2025-01-13T13:48Z [---] followers, [---] engagements

"$ELAL .This is the most granular analysis I've seen of the new capacity coming online.Arkia Now Selling Nonstop Flights Between JFK And Tel Aviv https://www.dansdeals.com/airfare-deals/israel-flights/arkia-now-selling-nonstop-flights-between-jfk-and-tel-aviv/ https://www.dansdeals.com/airfare-deals/israel-flights/arkia-now-selling-nonstop-flights-between-jfk-and-tel-aviv/"
X Link 2025-01-14T14:37Z [---] followers, [---] engagements

"$ELAL . In December [----] the Producer Price Index (PPI) for airline passenger services increased by 7.2%.just another data point pointing to the positive pricing environment"
X Link 2025-01-14T19:36Z [---] followers, [---] engagements

"$ELAL.even in the worse case with Delta coming back it's looks like Q225 will still be very strong for $ELAL"
X Link 2025-01-23T15:00Z [---] followers, [---] engagements

"Nice print from $ELAL.next stop is the dividend"
X Link 2025-03-12T15:45Z [---] followers, [---] engagements

"Letter Decision from Jude McCormick released today in the $DM $NNDM case which basically clears the Markforged $MKFG deal at $5/share v. current price of $4.46.the only risk was DOJ so this should close in the next couple of months"
X Link 2025-03-26T20:33Z [---] followers, [----] engagements

"How many Israeli's are going to fly Turkish Airways (part gov't owned) which was one of the top carriers at Ben Gurion pre Oct. 7th.it seems very likely that when everything settles out $ELAL will be earning a lot more than its run rate pre Oct. 7th which makes the stock very cheap https://twitter.com/i/web/status/1910697593577066873 https://twitter.com/i/web/status/1910697593577066873"
X Link 2025-04-11T14:13Z [---] followers, [---] engagements

"Relative to the Market Cap @ $5.50/share which is around $800mm (cash debt by year end) FPHs cheapness speaks for itself but there are [--] other outstanding assets in Valencia and Candlestick (starting construction next year)"
X Link 2025-04-25T18:01Z [---] followers, [---] engagements

"Beyond continuing execution at Great Park the biggest catalyst coming up is paying down and/or refinancing the $525mm 10.5% notes callable at [---] which will result in significant interest savings @BobRobotti @marginofdanger @OSA_Rochester"
X Link 2025-04-25T18:01Z [---] followers, [---] engagements

"Some good news for $ELAL on the London/Tel Aviv corridor.less competition from Virgin"
X Link 2025-04-28T14:27Z [---] followers, [---] engagements

"Another positive for $ELAL that Turkish Airways which was the #4 carrier at Ben Gurion has decided to forego their take-off and landing slots"
X Link 2025-04-28T20:17Z [---] followers, [---] engagements

"It will be interesting to see if foreign carriers continue adding capacity and/or they can hold on to their insurance.risk adverse travelers that remember all the cancelled flights of the last several months are likely to stay with $ELAL even if prices are higher"
X Link 2025-05-04T14:49Z [---] followers, [---] engagements

"$UAL statement on cancelled flights to Tel Aviv. $ELAL is still flying:"
X Link 2025-05-04T18:51Z [---] followers, [---] engagements

"Never thought I would see $ELAL with an ad spot on the front page of the WSJ.In English the translation is literally the most at-home in the world .meaning this is where Israelis will get the most at home feeling anywhere.In Israel the jingle is often used as a meme to make fun of how Israeli the service is .Amazing that even after this run up on an Enterprise Value Basis and after Fx $ELAL is till cheaper than it was before Oct. 7th https://twitter.com/i/web/status/1919409951333568997 https://twitter.com/i/web/status/1919409951333568997"
X Link 2025-05-05T15:12Z [---] followers, [---] engagements

"Looks like $ELAL could be added to the TA-35 in the future. Market cap of 6.4B ILS is closing in on $DIMRI at 6.57B ILS (smallest in the index). To qualify it first needs join the "Rimon Universe" (derivatives eligible stocks). Does anyone know how this works"
X Link 2025-05-11T15:39Z [---] followers, [---] engagements

"$UAL has stopped selling flights from Newark to Tel Aviv through June 12th.In the June quarter last year $ELAL generated $200mm of EBITDAR and substantial FCF.jet fuel has come down since then"
X Link 2025-05-12T20:54Z [---] followers, [---] engagements

"$ELAL on track to grow ASK with the addition of two 787's this year El Al Receives First Dreamliner In Updated Livery Named Acheinu Kol Beit Yisrael Via Air China https://t.co/TyvJmHAWNP El Al Receives First Dreamliner In Updated Livery Named Acheinu Kol Beit Yisrael Via Air China https://t.co/TyvJmHAWNP"
X Link 2025-05-16T15:49Z [---] followers, [---] engagements

"As relates to the long thesis in $ELAL common stock even after the strong recent performance.Amazing background from @DansDeals on the history of US Carrier Flights btwn the US and Israel.some interesting quotes. -Continental launched service to Tel Aviv in August [----] with their 777-200 just a year after the airline received their first [---]. Then CEO Gordon Bethune said that while most new routes take [--] months to become profitable Newark to Tel Aviv was profitable within [--] days. -United CEO Scott Kirby said that he had no interest in returning to Tel Aviv only to pull out for a third time."
X Link 2025-05-19T13:43Z [---] followers, [---] engagements

"While $DAL announced it's resuming Israel service there is going to be overhang that will benefit $ELAL"
X Link 2025-05-19T20:27Z [---] followers, [---] engagements

"This looks trivial but might be important for two reasons. [--]. It shows $ELAL is serious about ancillary revenues and getting to 8-10% of Rev. by [----] [--]. This isn't something they would implement if they were overly concerned by an aggressive regulator that was breathing down their neck. https://twitter.com/i/web/status/1924844019533656509 https://twitter.com/i/web/status/1924844019533656509"
X Link 2025-05-20T15:05Z [---] followers, [---] engagements

"Re: $ELAL .situation with the Houthis is unfortunately heating up"
X Link 2025-05-30T14:06Z [---] followers, [---] engagements

"If this is true that Delta's planes are fully booked for the summer and that is why they are slowly adding flights to Israel it could mean $ELAL continues to earn strong profits through Q425"
X Link 2025-06-05T20:31Z [---] followers, [---] engagements

"$ELAL's q225 could be crazy.it's unfortunate the geo political situation has gone on for so long to make this possible .for context in q224 $ELAL cleared $160mm in FCF after debt service v. current EV of $1.9bil including full dilution from Series 2- [--] warrants.That was the p&l with higher fuel prices in [----] which will continue to juice earnings as their hedges roll https://twitter.com/i/web/status/1932473693499797546 https://twitter.com/i/web/status/1932473693499797546"
X Link 2025-06-10T16:23Z [---] followers, [---] engagements

"Another data point for $ELAL pointing to a big q2"
X Link 2025-06-12T14:53Z [---] followers, [---] engagements

"Kudos to $ELAL for doing the right thing here"
X Link 2025-06-24T13:27Z [---] followers, [---] engagements

"$ELAL q325 early indications.last year in q324 $ELAL cleared $226mm in FCF and $627mm for the full year .EV is only $2.2bil"
X Link 2025-06-25T19:35Z [---] followers, [---] engagements

"It looks like the [--] day war cost $ELAL $50mm which is very manageable given they are sitting on $1.6bil in cash.hopefully the gov't can step in provide a fair resolution for all the passengers that were hurt by cancelled flights"
X Link 2025-07-08T14:53Z [---] followers, [---] engagements

"$ELAL the market still hasn't woken up to the reality that Ben Gurion is still supply constrained (especially going east to west) w/ the loss of Turkish and Pegasus.$WIZZ is who is likely to fill the gap has indicated that it will take them until the 2H of [----] to ramp capacity which leaves several more quarters until the market normalizes https://twitter.com/i/web/status/1970133018820878500 https://twitter.com/i/web/status/1970133018820878500"
X Link 2025-09-22T14:28Z [---] followers, [---] engagements

"If Gemini has the translation correct it appears that $ELAL has avoided paying damages in a class action lawsuit $ - " https://maya.tase.co.il/he/reports/1711768 https://maya.tase.co.il/he/reports/1711768"
X Link 2025-12-24T14:16Z [---] followers, [---] engagements

"$LRN.I'm really bullish on school from home but it was bothering me how could you deprive children the magic of a snow day. don't worry they got that too"
X Link 2026-01-26T13:01Z [---] followers, [----] engagements

"Highlights from the Stride Inc. $LRN call .The big question is can $LRN get back to double digit revenue growth next year.Mgmt. sounds very confident.They are on track to do $8/share in EPS this year. 1/x"
X Link 2026-01-28T02:49Z [---] followers, [----] engagements

"2/x It sounds like they are being cautious with the platform rollout and throttling back demand which bodes well for the upcoming school year and increases the likelihood they can get back to the FY25 Rev. growth"
X Link 2026-01-28T02:49Z [---] followers, [---] engagements

"4/x Before the platform issues which are now resolved $LRN traded at 20x which would take the stock $160"
X Link 2026-01-28T02:49Z [---] followers, [---] engagements

"Latest on Stride Inc. $LRN situation in NM which has created some volatility.TL;DR there was a bill proposed last week in NM that was less favorable for $LRN and the latest iteration approved yesterday is more favorable.we are talking about 3-4k students/250k.it's worth it to point out again that even in the worse case each of $LRN's schools is independent and there is very limited contagion risks across the different programs.IMO the most important takeaway is on the demand side.400 people came out to show their support.the more parents/students/teachers that enter the ecosystem the less the"
X Link 2026-02-10T15:50Z [---] followers, [---] engagements

"4/x Before the platform issues which are now resolved $LRN traded at 20x which would take the stock $160"
X Link 2026-01-28T02:49Z [---] followers, [---] engagements

"5/x In the meantime they are aggressively buying back their stock (this is only through 12/31) and it will be interesting to see from the 10Q if they bought more in January"
X Link 2026-01-28T02:49Z [---] followers, [---] engagements

"Some good news on the third anniversary of launching my Fund .I was chosen as one of the Final [--] Contestants in SumZero's Top Stocks [----] Competition. The Final Round will be held over Zoom this Thursday January 15th at 11am ET and it's open to the public.Registration link is below in the comments"
X Link 2026-01-14T23:39Z [---] followers, [---] engagements

"https://us06web.zoom.us/meeting/register/M9BH_7u5SbSnGsvq0tDTDQ#/registration https://us06web.zoom.us/meeting/register/M9BH_7u5SbSnGsvq0tDTDQ#/registration"
X Link 2026-01-14T23:39Z [---] followers, [---] engagements

"https://en.globes.co.il/en/article-uae-carriers-prove-lifeline-for-israeli-travelers-1001521650 https://en.globes.co.il/en/article-uae-carriers-prove-lifeline-for-israeli-travelers-1001521650"
X Link 2025-09-22T14:28Z [---] followers, [---] engagements

"John Malone mentions how he used the wisdom of the Taaalmud to help him build his cable empire (minute 7:30) via @YouTube https://youtu.be/QHF5NyVMhSosi=fFFxgLUAZp5hUNmS https://youtu.be/QHF5NyVMhSosi=fFFxgLUAZp5hUNmS"
X Link 2025-09-09T21:35Z [---] followers, [---] engagements

"Austin metro population: [---] million LA metro population: [----] million"
X Link 2025-09-08T13:16Z 112.4K followers, 46.9K engagements

"https://greatparkneighborhoods.com/luna-park-grand-openingutm_source=Iterable&utm_medium=email&utm_campaign=14263258 https://greatparkneighborhoods.com/luna-park-grand-openingutm_source=Iterable&utm_medium=email&utm_campaign=14263258"
X Link 2025-07-21T18:33Z [---] followers, [---] engagements

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