@EasternRedSoul Eastern Red Soul

Eastern Red Soul posts on X about $zim, cash flow, conviction, insider the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Month [---] -7.10%
• [--] Months [-----] -95%
• [--] Year [------] +3,241%

Mentions: [--] #

Followers: [--] #

• [--] Month [--] +3%
• [--] Months [--] +6.30%

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

Social Influence

Social category influence finance 26.19% stocks 9.52% cryptocurrencies 7.14%

Social topic influence $zim 26.19%, cash flow 11.9%, conviction #823, insider 4.76%, $cvna #105, money 4.76%, $hcc 4.76%, $amr 4.76%, $arch 4.76%, $ceix 4.76%

Top accounts mentioned or mentioned by @tradedollarnut @jmgb @christankerfund @olaharaldmoen1 @eliglickman @erwinboydens @businessoflife @zimcom @danielhatchet @danielbraden18 @dmiko789 @zeecontrarian1 @puppyeh1 @siyul @andrewrangeley @cornelialake

Top assets mentioned ZIM Integrated Shipping Services Ltd. (ZIM) Carvana Co. (CVNA) Warrior Met Coal, Inc. (HCC) Alpha Metallurgical Resources, Inc. (AMR) Archway (ARCH) CONSOL Energy Inc. (CEIX) Atlassian Corporation PLC (TEAM) Micron Technology, Inc. (MU) Validity (VAL) Transocean LTD. (RIG) Tidewater, Inc. (TDW)

Top Social Posts

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

"🟢 $MANE insider bought $15.0M ENRIGHT PATRICK G (Director 10% Owner) Conviction: 74/100 http://insidersignal.app/trades http://insidersignal.app/trades"
X Link 2026-02-15T23:47Z [--] followers, [--] engagements

"🟢 $SGP insider bought $55.1M RA CAPITAL MANAGEMENT L.P. (Director 10% Owner) Conviction: 79/100 http://insidersignal.app/trades http://insidersignal.app/trades"
X Link 2026-02-15T23:48Z [--] followers, [--] engagements

"$CVNA selling continues - President Thomas Taira sold another $417K on Feb [--] at $399/share. That's [--] sales totaling $33M from this one exec since November. The C-suite has now offloaded $202M combined. Data: http://insidersignal.app http://insidersignal.app"
X Link 2026-02-15T23:56Z [--] followers, [---] engagements

"🔴 $CVNA cluster sell: [--] execs dumped $9.7M on the SAME DAY (Feb 2) CFO Mark Jenkins $5.2M COO Ben Huston $4.1M VP of Accounting $393K When the CFO COO and accountant all sell together not a coincidence. https://www.insidersignal.app/trades https://www.insidersignal.app/trades"
X Link 2026-02-15T23:58Z [--] followers, [---] engagements

"$TEAM - Atlassian director Scott Belsky bought $498K in stock across two open market purchases. Nov 3: [----] shares @ $170 Dec 1: [----] shares @ $148 He bought MORE as the price dropped. That's conviction. https://www.insidersignal.app/trades https://www.insidersignal.app/trades"
X Link 2026-02-16T00:00Z [--] followers, [---] engagements

"$MU insider buy: Director Teyin Liu loaded up on [-----] shares for $7.8M. He barely owned any stock before this. Went from [----] shares to [-----] in [--] hours. When a director 10x's their position with their own money that's a signal. https://www.insidersignal.app/trades https://www.insidersignal.app/trades"
X Link 2026-02-16T01:37Z [--] followers, [---] engagements

"@tradedollarnut Do you have an opinion on why the analysts are not pricing in the risk And what would cause them to change their opinion Q3/Q4 earnings"
X Link 2024-08-18T17:22Z [--] followers, [--] engagements

"@tradedollarnut Sounds like the real opportunity in coal today is to short all the coal stonks"
X Link 2024-08-18T17:44Z [--] followers, [--] engagements

"@tradedollarnut Do you feel the same about $hcc today"
X Link 2024-08-18T17:47Z [--] followers, [--] engagements

"@tradedollarnut @tradedollarnut do you have an opinion on why $ceix might have decided to go with $arch instead of $amr / $hcc"
X Link 2024-08-21T17:50Z [--] followers, [---] engagements

"@tradedollarnut Between now and deal closure do you suspect $arch might drop further IIRC $arch share holders getting [-----] shares of $ceix for each share of arch . If $arch drops then I think it would sweeten the deal if the end goal is buying $ceix ( assuming $ceix is expensive ) "
X Link 2024-08-21T20:01Z [--] followers, [---] engagements

"@tradedollarnut Curious why such a small bet compared to your other bets in private sector Are you hoping to build a position here"
X Link 2024-11-27T04:08Z [--] followers, [---] engagements

"@tradedollarnut Seems approaching [--] https://x.com/tradedollarnut/status/1871669309761790448s=46&t=y2xJpW5id7FdQAHilgwrbg $ceix/CORE [--] $80+ [--] $75-80 [--] $70-75 [--] $65-70 [--] $60-65 https://x.com/tradedollarnut/status/1871669309761790448s=46&t=y2xJpW5id7FdQAHilgwrbg $ceix/CORE [--] $80+ [--] $75-80 [--] $70-75 [--] $65-70 [--] $60-65"
X Link 2025-03-08T02:27Z [--] followers, [---] engagements

"@tradedollarnut why did you sell Bruce"
X Link 2025-03-14T15:45Z [--] followers, [--] engagements

"Even if $ZIM reports $10 fcf for the whole [----] still looks $100 stock to me. crazy how mispriced it is"
X Link 2025-03-15T15:37Z [--] followers, [----] engagements

"🚢 The Red Sea Crisis: A Boon for ZIM Integrated Shipping Services 🚢 A thread on how geopolitical tensions have led to increased freight rates benefiting companies like $ZIM. 🧵👇"
X Link 2025-03-16T15:19Z [--] followers, [---] engagements

"1/ The Crisis Unfolds In late [----] escalating conflicts in the Red Sea region disrupted major shipping routes. This turmoil led to increased freight rates as companies sought alternative longer routes to ensure the safety of their cargo"
X Link 2025-03-16T15:19Z [--] followers, [--] engagements

"5/ Dividend Payouts Reflecting its strong performance ZIM declared a Q4 [----] dividend of approximately $382 million or $3.17 per share. This brings the total dividends for [----] to about $961 million representing approximately 45% of the full-year net income"
X Link 2025-03-16T15:19Z [--] followers, [--] engagements

"6/ Market Skepticism Despite these impressive figures some analysts remain cautious. Concerns about declining freight rates geopolitical uncertainties and potential overcapacity have led to a conservative outlook for 2025"
X Link 2025-03-16T15:19Z [--] followers, [--] engagements

"7/ Looking Ahead ZIM projects adjusted EBITDA between $1.6 billion and $2.2 billion for [----]. While this is lower than 2024it still indicates a strong position in a volatile market.The company's strategic fleet enhancements including LNG-powered vessels positioning for future"
X Link 2025-03-16T15:19Z [--] followers, [--] engagements

"Look at [----] when $ZIM apparently "lost" money. Now check their cash flow statement from [----]. They still generated nearly $1B in free cash flow in what was considered their "worst" year"
X Link 2025-03-17T11:51Z [--] followers, [---] engagements

"What they actually had in [----] was an asset impairment charge hitting earnings on the income statementnothing to do with the free cash flow"
X Link 2025-03-17T11:51Z [--] followers, [---] engagements

"$ZIM's current valuation is plain stupid. Just look at their cash flow over the last few years: 2024: $3.5B free cash flow ($30/share) yet the stock trades under $19 LOL"
X Link 2025-03-17T11:51Z [--] followers, 17.9K engagements

"2021: $5B free cash flow again a record year"
X Link 2025-03-17T11:51Z [--] followers, [---] engagements

"2020 (COVID): $838M in free cash flow even during uncertainty"
X Link 2025-03-17T11:51Z [--] followers, [---] engagements

"@eli_glickman & ZIM management dont hype. They let the numbers speak and stay quietno flashy presentations no sugarcoating. Most investors think theyre sandbagging. Reality Theyre just brutally honest and conservatively grounded. $zim Exceptional CEOs dont sell their story to investors. They share what they are building - warts and all - and let like minded shareholders opt in. Exceptional CEOs dont sell their story to investors. They share what they are building - warts and all - and let like minded shareholders opt in"
X Link 2025-03-22T17:05Z [--] followers, [---] engagements

"@ErwinBoydens @BusinessOfLife This is not true. Their chinese built capacity ranges between 25% to 50% of total capacity. Read their latest earnings call transcript"
X Link 2025-03-23T08:43Z [--] followers, [--] engagements

"Urging $zim to initiate buyback Id encourage everyone to reach out to investors@zim.com to communicate a common buyback friendly sentiment"
X Link 2025-03-27T17:09Z [--] followers, [----] engagements

"With $ZIM it honestly feels like the big boys are running a game to screw over the retail crowd. The stock is so absurdly undervalued its almost insulting. The only shot at unlocking that value Bold deliberate action from management. Full stop. This whole situation is straight out of Billionsprice and value living in two different universes. You dont need to be Warren Buffett to see it. Hell a 9-year-old could glance at the numbers and say Wait this makes no sense. When Wall Street turns a blind eye its on management to rip the blindfold off and force the market to see whats sitting right in"
X Link 2025-04-02T18:46Z [--] followers, [----] engagements

"@tradedollarnut @DanielHatchet @christankerfund @danielbraden18 Isn't Wan hai more focussed on intra asia than trans pacific"
X Link 2025-06-09T19:47Z [--] followers, [---] engagements

"$ZIM is the breakout winner in AsiaUS trade (JOC data). JanApr [----] volumes up [--] % YoY (398 k TEU) vs overall imports +11 %. Market share [---] % now #7. While Maersk (-9 %) & CMA CGM (-5 %) slip ZIM keeps stacking boxes spot-heavy strategy paying off. 🚢📈"
X Link 2025-06-18T07:35Z [--] followers, [----] engagements

"@dmiko789 @ZeeContrarian1 because Houthis will only attack non-israeli ships if US intervenes in the middle east conflict"
X Link 2025-06-20T23:53Z [--] followers, [--] engagements

"@christankerfund Good for $zim"
X Link 2025-06-22T00:22Z [--] followers, [---] engagements

"@J_M_G_B_ @olaharaldmoen1 $ZIM only offers premium services on the USWC route and charges a markup over spot for faster delivery. But their main volumes are on the ChinaUSEC route where rates are still holding up. So the capacity pressure isnt felt equally"
X Link 2025-06-23T20:22Z [--] followers, [---] engagements

"@J_M_G_B_ I found this helpful to understand $zim's exposure- https://youtu.be/wp_oHKoF_70t=452 https://youtu.be/wp_oHKoF_70t=452"
X Link 2025-06-23T20:27Z [--] followers, [---] engagements

"@J_M_G_B_ @olaharaldmoen1 Not just on-time but regular"
X Link 2025-06-23T21:12Z [--] followers, [---] engagements

"@tradedollarnut so $zim and $amr do have something in common 🤣"
X Link 2025-06-26T00:10Z [--] followers, [---] engagements

"@tradedollarnut @J_M_G_B_ I think the markets just keep looking forward on this one and dont really care how much zim make this year "
X Link 2025-07-10T02:24Z [--] followers, [---] engagements

"@puppyeh1 Curious - do you look at any US based equities Reading your previous deep dives and they are gold"
X Link 2025-07-29T03:36Z [--] followers, [---] engagements

"@siyul $zim"
X Link 2025-08-06T21:41Z [--] followers, [---] engagements

"@tradedollarnut Have you looked at $grabw Seems coming out of decay"
X Link 2025-02-02T02:14Z [--] followers, [---] engagements

"@AndrewRangeley @CorneliaLake Thoughts on offshore $val $rig $tdw"
X Link 2026-01-06T03:01Z [--] followers, [---] engagements

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