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@AlphaArkInvest Avatar @AlphaArkInvest Alpha Ark by Sophon

Alpha Ark by Sophon posts on X about $inpstas, $inpst, deep dive, $amzn the most. They currently have XXXXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.

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Social category influence stocks countries technology brands finance cryptocurrencies exchanges

Social topic influence $inpstas #7, $inpst #1, deep dive #341, $amzn #624, $fdx #230, $ups #54, $dhl #1, 2x #1326, carnival corporation #54, $ccl #52

Top assets mentioned Amazon.com, Inc. (AMZN) FedEx Corporation (FDX) United Parcel Service, Inc. (UPS) Carnival Corp (CCL) CYCLEAN (CCL) Edu3Labs (NFE) Alpha Metallurgical Resources, Inc. (AMR) Scorpio Tankers Inc. (STNG) New Fortress Energy Inc. Class A Common Stock (NFE) JOE (JOE) General Motors Company (GM) GM (GM)

Top Social Posts #

Top posts by engagements in the last XX hours

"We have just published a long-awaited write-up on InPost $INPST.AS $INPST. This is one of the most detailed deep dives we've done. This business offers a unique combination of strong competitive advantages and high growth potential. Through courier incentives automation and a scalable parcel locker network InPost can provide delivery services at approximately 30-40% lower prices and reduce delivery times by XXX to XXX days compared to its competitors like Amazon DPD UPS FedEx or DHL. Despite these lower prices InPost can maintain higher margins with our 2024E EBITDA margin of 34%. InPost is"
X Link @AlphaArkInvest 2025-01-13T05:58Z 1592 followers, 4168 engagements

"We are now taking a deep dive into: $NFE - New Fortress Energy $TKA.DE - Thyssenkrupp $AMR - Metallurgical Resources $FFH.TO - Fairfax $MLX - Metals X $FOA - Finance of America $STNG - Scorpio Tankers $SPCB - SuperCom $NMM - Navios Maritime Partners $SEG - Seaport Entertainment $AOI - Africa Oil $JOE - St Joe $CHCI - Comstock Holdings You can expect to see some of these covered on our substack in the near future Our long-awaited Superior Industries $SUP write-up is coming this week Let us know what other stocks we should consider"
X Link @AlphaArkInvest 2025-02-23T17:08Z 1591 followers, 14.2K engagements

"Today is the last day you can access our write-up on $INPST.AS for free: 👉 30-40% lower prices than $UPS $AMZN $FDX $DHL DPD 👉 0.5-1.0 day shorter delivery time 👉 XX% EBITDA Margin (2x more than the competition) 👉 0.2x 2024E PEG 👉 8x 2026E EV/EBITDA with XX% EBITDA growth projected that year 👉 11x 2026E P/FCFF with XX% FCFF increase projected the same year 👉 InPost is quickly expanding internationally and its margin growth is underestimated 👉 Recently concluded buyback program with more expected in the near future Its just a great undervalued growth play"
X Link @AlphaArkInvest 2025-01-15T17:18Z 1592 followers, 1400 engagements

"To date weve published several write-ups on the following high-conviction ideas : X. Valeura Energy $VLE.TO (quality & discount) - cyclical growth X. InPost $INPST.AS (quality & discount) - growth X. Carnival Corporation $CCL (discount) - turnaround X. Sky Harbour $SKYH (quality & discount) - growth X. Alico $ALCO (discount) - asset play X. General Motors $GM (discount) - cyclical turnaround We are currently researching several other ideas and we can confirm the following upcoming deep dives: X. Scorpio Tankers $STNG (quality & discount) - cyclical X. Boston Omaha $BOC (quality & discount) -"
X Link @AlphaArkInvest 2025-01-14T01:24Z 1592 followers, 1174 engagements

"We've just published the January Equity Update for our covered stocks: X. InPost $INPST.AS - Focus on international expansion despite growing competition X. Alico $ALCO - Capital allocation plan on the horizon X. Sky Harbour $SKYH - Reasons behind BOC cutting Its stake NASDAQ uplisting X. Carnival Corporation $CCL - Substantial savings from debt refinancing new ship joins Cunard X. Valeura Energy $VLE - Operational and financial updates for 4Q24 and 2025 guidance X. General Motors $GM - Strong earnings cautious guidance and glooming tariffs January - Monthly Equity Update"
X Link @AlphaArkInvest 2025-02-04T23:08Z 1591 followers, 1009 engagements

"When I see my $INPST.AS stock that cheap"
X Link @AlphaArkInvest 2025-01-16T22:07Z 1591 followers, XXX engagements

"$INPST.AS has an incredible pricing advantage Note that in Poland prices are higher than they could be (InPost is taking advantage of its dominant position) and in the UK the logistics network is just being developed. Over the long run this advantage combined with shorter delivery times should win $INPST.AS the first place and provides incredible pricing power"
X Link @AlphaArkInvest 2025-01-14T16:56Z 1592 followers, XXX engagements

"Heres the snippet of our pricing analysis for $INPST.AS The company has unprecedented cost advantages with 20-30% lower prices for national delivery and as much as XX% lower for international shipping (see the table below). Note that with the e-commerce volume contracts these could be even 10pp lower. Combine that with shorter delivery time and more convenient service and it becomes clear who will dominate the European market. When you layer in InPosts first mover advantage and valuation it becomes a great play. It is trading at 2025E 15x P/FCF X EV/EBITDA for the business that will most"
X Link @AlphaArkInvest 2025-01-13T21:41Z 1592 followers, XXX engagements

"Just a friendly reminder - the deep dive on $INPST.AS will be paywalled in a few hours. It is a cheap growth stock with a sustainable competitive edge and a great upside. You can find our analysis here: #investing"
X Link @AlphaArkInvest 2025-01-16T00:32Z 1592 followers, XXX engagements