@FragmentsValue FRAGMENTS Value

FRAGMENTS Value posts on X about $aapl, $nvda, $tsla, $msft the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

[--] Week [-----] -38%
[--] Month [------] +35%

Mentions: [--] #

[--] Week [--] -24%
[--] Month [---] no change

Followers: [---] #

[--] Week [---] +3.60%
[--] Month [---] +5.50%

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

Social Influence

Social category influence stocks 67.74% technology brands 46.77% cryptocurrencies 43.55% finance 42.74% automotive brands 37.1% financial services 14.52% exchanges 8.06% fashion brands 1.61% countries 0.81%

Social topic influence $aapl #192, $nvda #1401, $tsla #503, $msft #673, $amzn #1244, $meta 29.03%, meta 29.03%, $googl 26.61%, $qqq #883, deep 21.77%

Top accounts mentioned or mentioned by @solascapital1 @qualscreener

Top assets mentioned Apple, Inc. (AAPL) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Microsoft Corp. (MSFT) Amazon.com, Inc. (AMZN) Metadium (META) Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Netflix Inc (NFLX) SPDR S&P [---] ETF Trust (SPY) JPMorgan Chase (JPM) GameStop, Corp. (GME) Exxon Mobil (XOM) PureFi Protocol (UFI) Palantir Technologies Inc. (PLTR) Convex Finance (CVX) Intel Corporation (INTC) Walmart, Inc. (WMT) SPDR GOLD ETF (GLD) Basis Cash (BAC) UnitedHealth Group (UNH) Super Micro Computer, Inc. Common Stock (SMCI) Alibaba Group (BABA) DIA (DIA) GammaSwap (GS) Mario Coin (COIN) Clearwater Paper Corporation (CLW) Park Hotels & Resorts Inc. Common Stock (PK) Kohl's Corporation (KSS) AdvanSix Inc. (ASIX) Salesforce Inc (CRM) Oracle Corporation (ORCL) Broadcom, Inc. (AVGO) Cable One, Inc. (CABO) Berkshire Hathaway Inc Class B (BRK.B) Bitcoin (BTC) PayPal Holdings Inc (PYPL) Morgan Stanley (MS) Mastercard, Inc. (MA) DisChain (DIS) Ambac Financial Group, Inc. (AMBC) Cenovus Energy Inc. (CVE) The Toronto-Dominion Bank (TD) Brookfield Corporation (BN) Brookfield Asset Management Inc (BAM) Claros Mortgage Trust, Inc. (CMTG) Amplify Energy Corp. (AMPY) Taiwan Semiconductor (TSM) Costco Hot Dog (COST) Eli Lilly and Company (LLY) Now Coin (NOW) Adobe, Inc. (ADBE) Vixco (VIX)

Top Social Posts

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

"Mercer (NASDAQ: $MERC) is getting sold like a cheap stock again. Thats the trap. This isnt a pulp story. Its a calendar story. Mercer is a real business with real stuff on the balance sheet. And people look at that and assume theres a cushion. Our point is simpler: when things get bad that cushion does not turn into cash the way people think. It turns into discounts cuts and time. And when lenders and debt become the main problem the stock stops acting like you own the company and starts acting like maybe you get something later. The rules change. Thats why we wrote this update the way we"
X Link 2026-02-13T16:31Z [---] followers, [---] engagements

"FRAGMENTS Clearwater Paper Updated Deep Value Report Clearwater Paper is trading at 0.350.4 book and [---] sales after selling tissue for $1.06B and bolting on Augusta. 🧱📦 In todays Deep Value Report (Part 2) we map the new $CLW: asset base balance sheet survival math and what just OK margins are worth. 🔗 HERE: $CLW $MERC $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/clearwater-paper-2025-updated-deep https://cundilldeepvalue.substack.com/p/clearwater-paper-2025-updated-deep"
X Link 2025-11-20T13:03Z [---] followers, [---] engagements

"FRAGMENTS Clearwater Paper Updated Deep Value Report Insiders long in the high-teens to mid-$20s. A net-net shop (Peapod Lane Capital) with 3.07% of its portfolio in $CLW. 🧠 When the people writing the cheques treat a small-cap like a balance-sheet asymmetry I pay attention. New on FRAGMENTS: Deep Value Report Part [--] Clearwater Paper ($CLW) 👇 $CLW $MERC $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/clearwater-paper-2025-updated-deep"
X Link 2025-11-20T16:32Z [---] followers, [---] engagements

"Authentic Brands Group (ABG). ABG is the owner of logo rights. They buy the name the trademarks the brand rights then rent those rights back through licensing contracts. The operating company (or a partner) runs the business. ABG controls the terms: categories territories standards renewals minimum guarantees royalties. ABG owns the logo and gets paid for permission to use it. $NVDA https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-authentic https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-authentic"
X Link 2026-02-13T17:11Z [---] followers, [--] engagements

"What the fund managers were really saying this week: Lynch = back to business basics. Ackman = size money still wants cash machines (AI is upside not the whole case). Dalio = rulebook risk makes capital demand more protection. The common thread: process + durability Link in reply https://twitter.com/i/web/status/2022670915340017934 https://twitter.com/i/web/status/2022670915340017934"
X Link 2026-02-14T13:55Z [---] followers, [--] engagements

"Last call: todays single proof next stack is loaded $CABO $HPP $CLW $LAND $GTE each with a dated next check. Plus our Decision Line status into tomorrow. John Malone-style lesson in History Rhymes (build the pipe price follows). Doors close tonight. 🚪📊 $AOUT $KSS $WMT $QQQ $GLD $TGNA $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-plus-thursday-november https://twitter.com/i/web/status/1989017162435244294 https://cundilldeepvalue.substack.com/p/fragments-daily-plus-thursday-november"
X Link 2025-11-13T17:07Z [---] followers, [---] engagements

"Deep Value Report $CMTG 🧾🏢 This isnt cheap vs book. Its a credit workout + balance-sheet repair where the market still prices a forced ending. We rebuilt the book value step-down mapped problem assets and priced the equity in bear/base/bull no hero assumptions. If you like real underwriting (not vibes) dont miss this. 🔍 $CMTG $SPY $QQQ $IWM $DIA $TLT $HYG $LQD $XLF $XLRE $VNQ $SCHH $RITM $ABR $NLY $AGNC $BXMT $KREF $ARI $LADR $PMT $TRTX $STWD $WD $AFCG $HPP $VNO $BXP $SLG $KIM #DeepValue #Credit #CRE #REITs #SpecialSituations #FRAGMENTS"
X Link 2026-01-02T11:03Z [---] followers, [---] engagements

"I wrote a weekly piece that does one thing: turns the noise into basic money math. Feb [---] was simple: costs moved and the system is deciding who pays. So I tracked three inputs only: 1-what fund managers said in public media 2-what CEOs said in public media 3-what CEOs put in writing (letters + filings) No predictions just whats on record. Link in reply. https://twitter.com/i/web/status/2022723511798903090 https://twitter.com/i/web/status/2022723511798903090"
X Link 2026-02-14T17:24Z [---] followers, [--] engagements

"$NVDA $TSLA $GME"
X Link 2026-02-14T17:41Z [---] followers, [---] engagements

"FRAGMENTS Daily PLUS is out. Everyone is still debating AI multiples. Meanwhile the real fight is happening in conference rooms at 5:42 a.m. DEBT MATURITIES. OCCUPANCY. RENT ROLL. Thats todays FRAGMENTS. We explain: $PK debt map $ONL detox Why an industrial like $ASIX is a macro tell for who survives real cost cycles This isnt vibes. Its term sheets. $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-plus-friday-november-bb0"
X Link 2025-11-21T12:03Z [---] followers, [--] engagements

"READ THE ECONOMY 📡 13D/13G/poison pills = real money moving before the storyline. This weeks cast: AutoNation Saba Sprott Janus. Control value drifting away from quote. Here: $TRUE $AN $HFRO $PW $HYMC $NEXT $CAN $FRGE $IMUX $MNRO $DND $TPST #13D #13G https://twitter.com/i/web/status/2000629680412721194 https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce https://twitter.com/i/web/status/2000629680412721194 https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce"
X Link 2025-12-15T18:11Z [---] followers, [---] engagements

"Howard Marks has a line: in credit the risk isnt volatility its permanent loss. 🧠 $CMTG is that kind of tape: Q2 was the gut-punch Q3 was near-flat liquidity + term-loan path decide the ending insiders buying = market pricing too much bad outcome Below the fold = receipts. 🧾 $CMTG $JPM $GS $MS $BLK $KKR $ARES $APO $BX $OAK $RITM $NLY $AGNC $BXMT $KREF $ARI $LADR $TRTX $STWD $VICI $PLD $AMT $EQIX $DLR $BAM $BN $BRK.B $TSLA $NVDA $AAPL $META #ValueInvesting #Distressed #CreditCycle #RiskManagement #FRAGMENTS https://cundilldeepvalue.substack.com/p/claros-mortgage-trust-nyse-cmtg-deep-ddd"
X Link 2026-01-02T14:37Z [---] followers, [---] engagements

"DEEP VALUE REPORT $AMPY This is not a multiple expansion story. Its a waterfall: PV-10 debt ARO whatevers left for common. Assets are visible. The fight is capture. Full operator file is live. $SPY $QQQ $TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $NFLX $PLTR $AMD $INTC $COIN $GME $AMC $RIVN $NIO $BABA $TSM $XOM $CVX $OXY $COP $AMPY https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy"
X Link 2026-01-13T11:03Z [---] followers, [--] engagements

"DEEP VALUE REPORT Amplify Energy NYSE: $AMPY Not a growth story. A whats left after the bills story. I break it down in plain words: what the assets are worth per share what AMPY owes (debt + cleanup costs) how cash flow is protected (hedges) what it costs to run the wells (operating costs) what the stock looks like in bad / normal / good conditions No hype. Just the math in order. $SPY $QQQ $TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $NFLX $PLTR $AMD $INTC $COIN $GME $AMC $RIVN $NIO $BABA $TSM $XOM $CVX $OXY $COP $AMPY https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy"
X Link 2026-01-13T13:22Z [---] followers, [--] engagements

"DEEP VALUE REPORT $AMPY $AMPY trades like the market thinks ARO eats the equity. So we did the only work that matters: per-share asset map debt gravity ARO gravity hedges and operator unit economics. If the base holds the residual is real. If it doesnt its just a chart. $SPY $QQQ $TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $NFLX $PLTR $AMD $INTC $COIN $GME $AMC $RIVN $NIO $BABA $TSM $XOM $CVX $OXY $COP $AMPY https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy"
X Link 2026-01-13T14:17Z [---] followers, [---] engagements

"DEEP VALUE REPORT $AMPY Most cheap E&Ps die on two things: decline + cleanup bill timing. $AMPY is a clean case study: mature assets real liabilities real operator levers. No vibes. Just claims in order. Read it like a credit analyst then decide if common is mispriced. $SPY $QQQ $TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $NFLX $PLTR $AMD $INTC $COIN $GME $AMC $RIVN $NIO $BABA $TSM $XOM $CVX $OXY $COP $AMPY https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy"
X Link 2026-01-13T17:43Z [---] followers, [---] engagements

"DEEP VALUE REPORT UPDATED $ASIX. Integrated U.S. chemicals at a price that assumes the cycle never normalizes. This report prices the business the way Cundill would: assets per share replacement-cost bands and the balance-sheet runway. The question isnt sentiment. Its survivability. $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $BRK.B $JPM $BAC $GS $XOM $CVX $OXY $DOW $LYB $CF $MOS $NTR $NUE $CLF $FCX $CAT $DE $UPS $FDX $SPY $QQQ $IWM $ASIX https://cundilldeepvalue.substack.com/p/deep-value-report-updated-advansix https://cundilldeepvalue.substack.com/p/deep-value-report-updated-advansix"
X Link 2026-01-16T11:03Z [---] followers, [---] engagements

"Deep Value Report (Updated) on $RLJ. $RLJ at this price is a question: who owns the outcome the assets or the stack I mapped the footprint priced it in todays dollars then walked the claims above common. $RLJ $HST $PK $APLE $PEB $RHP $DRH $SHO $INN $MAR $HLT $IHG $H $BKNG $ABNB $EXPE $LYFT $UBER $JPM $GS $MS $BAC $WFC $V $MA $SPY $QQQ $IWM $TLT #DeepValue #Lodging #Credit #FRAGMENTS https://twitter.com/i/web/status/2016151960731209903 https://cundilldeepvalue.substack.com/p/deep-value-report-rlj-lodging-trust https://twitter.com/i/web/status/2016151960731209903"
X Link 2026-01-27T14:11Z [---] followers, [--] engagements

"Deep Value Report (Updated) on $RLJ. Whats in the RLJ file: asset map (per share) replacement cost bands capital stack + maturities insider/holder signals BEAR/BASE/BULL + what breaks it If you like investing as a process this ones for you. $RLJ $SPG $HST $PK $APLE $PEB $RHP $DRH $SHO $INN $CHSP $VICI $O $EQR $AVB $PLD $DLR $AMT $JPM $GS $MS $BAC $WFC $SPY $QQQ $IWM $TLT $HYG $LQD #DeepValue #REITs #Value #FRAGMENTS https://cundilldeepvalue.substack.com/p/deep-value-report-rlj-lodging-trust https://cundilldeepvalue.substack.com/p/deep-value-report-rlj-lodging-trust"
X Link 2026-01-27T17:51Z [---] followers, [--] engagements

"Orion Properties $ONL Permission Required. This wasnt a buyout story. It was a control story: time + debt + permission. May [--] [----] is the clock that matters. $ONL $SPY $QQQ $IWM $DIA $TSLA $AAPL $MSFT $NVDA $AMZN $META $GOOGL $NFLX $AMD $INTC $JPM $BAC $GS $MS $C $WFC $XOM $CVX $PFE $UNH $ABBV $JNJ $T $VZ $PLTR $CRM https://cundilldeepvalue.substack.com/p/orion-properties-onl-permission-required https://cundilldeepvalue.substack.com/p/orion-properties-onl-permission-required"
X Link 2026-01-28T00:03Z [---] followers, [---] engagements

"New Deep Value Report PEB. Its a capital structure review: who holds the debt what matures when liquidity buybacks preferred and the risk points that matter. $PEB $RLJ $INN $HPP $XIFR $AHT $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA $JPM $BAC $XOM $CVX $BRK.B $V $MA $UNH $LLY $AVGO $AMD $NFLX $COST $WMT $ORCL $CRM $INTC https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel"
X Link 2026-01-30T14:21Z [---] followers, [--] engagements

"WHOS NEXT Paramount. $PARA If you read Paramount as who offered more you missed the file. This episode is about control closability and why the deal you saw was the one that could actually clear. $MSFT $META $NVDA $MU $TSLA $NOW $UNH $SAP $AMZN $PLTR $ASML $AAPL $AVGO $AMD $SNDK $NFLX $IREN $INTC $GOOGL $ORCL $CVNA $VTIX $MP $BCRX $LMT $JOBY $SPY $QQQ $DIA $GME $AMC $COIN $MSTR $ADBE $SMCI https://twitter.com/i/web/status/2017283919360758024 https://cundilldeepvalue.substack.com/p/whos-next-series-paramount-global https://twitter.com/i/web/status/2017283919360758024"
X Link 2026-01-30T17:09Z [---] followers, [---] engagements

"Deep Value Report on Pebblebrook Hotel Trust (PEB) is out. Last quarter reviewed. Debt ladder mapped. Management actions documented. Bear / Base / Bull framed around the balance sheet. $PEB $RLJ $INN $HPP $XIFR $CMTG $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA $JPM $BAC $XOM $CVX $BRK.B $V $MA $UNH $LLY $AVGO $AMD $NFLX $COST $WMT $ORCL $CRM $INTC https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel"
X Link 2026-01-30T17:13Z [---] followers, [--] engagements

"Deep Value Report $BHM $BHM trades like a tiny illiquid stock with random assets. Thats the mistake. This is a structure file: rent engine + contractual-return engine + a debt clock + incentive design. If value isnt leaking small floats dont stay mispriced forever. Per-share proof decides everything. $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $AMD $INTC $NFLX $BRK.B $JPM $BAC $GS $MS $WFC $C $XOM $CVX $COP $O $PLD $AMT $CCI $SPG $VNQ $IYR $SCHD $QQQ $BXP $VNO $SLG $HIW $KRC $ARE #DeepValue #REITs #CreditCycle #PerShare #FRAGMENTS"
X Link 2026-02-03T17:11Z [---] followers, [--] engagements

"Insiders dont buy stories. They buy mispriced files. At $HURC multiple insiders bought stock during the downturn. Not options. Not grants. Cash purchases. Meanwhile at least one fund sized the position at 45% of its portfolio. Thats not a screen. Thats an underwriting decision. Deep value is not about calling the bottom. Its about paying less than the asset floor while waiting. $HURC $BRK.B $MKL $FFH $PGR $TRV $AJG $AIG $KNSL $WRB $CB $MET $PRU $BLK $BX $KKR $APO $ARES $TSKA $NVDA $BTC #DeepValue #InsiderBuying #AssetFloor #CycleInvesting"
X Link 2026-02-05T16:41Z [---] followers, [--] engagements

"$UFI is openly talking about strategic options. Not hype the setup is getting cleaner: asset sale debt down footprint leaner $20M annual savings flagged. Thats the kind of profile a strategic buyer can actually underwrite. $UFI #deepvalue #specialsituations #MNA https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague"
X Link 2026-02-06T00:41Z [---] followers, [--] engagements

"Hurco ( $HURC ) is being priced like a small cyclical that lost earnings. It is not being priced like what it actually is: a balance-sheet-heavy industrial with $30/sh in book value and $25/sh in net current assets. Deep value doesnt start with EPS. It starts when assets are mis-marked because the cycle is ugly. https://twitter.com/i/web/status/2019773287228690455 https://twitter.com/i/web/status/2019773287228690455"
X Link 2026-02-06T14:00Z [---] followers, [--] engagements

"Orion Properties $ONL Buyout offer The clean question for ONL is not who named a price. Its who controls the debtand what terms do they demand before May [----]. Link in the bio. If you want the simple mechanics version its here:"
X Link 2026-02-06T14:42Z [---] followers, [--] engagements

"https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week"
X Link 2026-02-07T12:39Z [---] followers, [--] engagements

"$AAPL $TSLA $NVDA $MSFT $AMZN $META $GOOGL $NFLX $AMD $GME"
X Link 2026-02-07T12:43Z [---] followers, [---] engagements

"Read it like an operator not a trader. Start with Investor Tape: what Griffin Peltz Harris actually warned about. Then CEO Media: how real companies talk about tariffs margins delays. Then What CEOs Wrote: the scoreboards that can be graded later. Full piece in bio This isnt about calling the market. Its about understanding how capital tightens quietly. $META #FRAGMENTS https://twitter.com/i/web/status/2020136214033277252 https://twitter.com/i/web/status/2020136214033277252"
X Link 2026-02-07T14:03Z [---] followers, [--] engagements

"https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-weekr=1fqo4l https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-weekr=1fqo4l"
X Link 2026-02-07T14:09Z [---] followers, [--] engagements

"$CAW $WLFI $RELX $ALMU $PLSE $GHOST $LIT $HD $CSCO $UA"
X Link 2026-02-07T14:12Z [---] followers, [---] engagements

"Markets sell narratives. This series ignores them. Ken Griffin Jon Gray Nelson Peltz Josh Harris Josh Wolfe all on record. We focus on documents and words that age badly if theyre wrong: shareholder letters earnings decks public CEO interviews investor remarks with names attached This week showed something important: tariffs became operating costs AI became a risk variable liquidity became a trust issue. Full piece in bio That shift shows up first in what people write. $TSLA https://twitter.com/i/web/status/2020151313724518854 https://twitter.com/i/web/status/2020151313724518854"
X Link 2026-02-07T15:03Z [---] followers, [--] engagements

"$TSLA $BTC $NVDA $META $L $DIS $GOOGL $ARKK $DPZ $ROKU"
X Link 2026-02-07T17:23Z [---] followers, [--] engagements

"Super Bowl day is the cleanest window to see the sports-betting machine in the open: acquisition promos variance retention. DraftKings is the public case file. Full piece in bio Read the system not the score. $DKNG #SuperBowl"
X Link 2026-02-08T14:03Z [---] followers, [---] engagements

"$AAPL $TSLA $NVDA $MSFT $AMZN $META $GOOGL $NFLX $AMD $GME"
X Link 2026-02-08T14:20Z [---] followers, [--] engagements

"This isnt a Super Bowl hype post. Its a structural note. Sports betting is now a distribution business: attention gets converted into installs deposits promos and repeat behavior. The game is just the loudest moment of the year where you can see the whole machine running in the open. DraftKings is the clean public case file for that shift. Not because its good or bad. Because it shows what happens when an old cash-flow model removes its last source of friction and moves onto the phone. Link in bio. $DKNG #FRAGMENTS"
X Link 2026-02-08T21:31Z [---] followers, [--] engagements

"$MSFT $NVDA $AMZN $PLTR $AMD $MU $AAPL $AVGO $META $NOW"
X Link 2026-02-08T21:37Z [---] followers, [--] engagements

"$RJET is not a regional headline. Its an ownership + contract situation. American 20.8%. United 22.3%. Delta 14.4%. When customers sit on the ownership list every contract reset and performance clause hits differently. Tomorrow: full Deep Value Report on RJET. Link in bio. #FRAGMENTS"
X Link 2026-02-09T13:41Z [---] followers, [--] engagements

"$DAL $UAL $GME $NVDA $AAPL $TSLA $NFLX $AAL"
X Link 2026-02-09T13:49Z [---] followers, [---] engagements

"https://cundilldeepvalue.substack.com/p/fragments-the-regional-supplier-that https://cundilldeepvalue.substack.com/p/fragments-the-regional-supplier-that"
X Link 2026-02-09T16:48Z [---] followers, [--] engagements

"$DAL $UAL $GME $NVDA $AAPL $TSLA $NFLX $AAL"
X Link 2026-02-09T16:48Z [---] followers, [---] engagements

"Deep Value Report on Republic Airways $RJET -RJET is a per-share balance sheet story. -Pro-forma equity is high-$20s per share. -The stock has been in the high-teens. The work is simple: price the assets list the claims then ask one question: can ops + refi stay under control Link for the Deep Value Report in bio #fragments https://twitter.com/i/web/status/2021220357194276902 https://twitter.com/i/web/status/2021220357194276902"
X Link 2026-02-10T13:51Z [---] followers, [--] engagements

"Deep Value Report on Republic Airways $RJET Three things drive RJET: -CPA terms (rates penalties utilization) -Reliability (completion factor / crew / maintenance) -The debt/refi calendar We mapped whats knowable today and what needs proof next in filings/calls. Link for the Deep Value Report in bio #fragments https://twitter.com/i/web/status/2021269682440024469 https://twitter.com/i/web/status/2021269682440024469"
X Link 2026-02-10T17:07Z [---] followers, [--] engagements

"$CPRX $SMCI $CELH $DGII $MEDP $GMAB $HRMY $LSCC $GOOGL $AMD"
X Link 2026-02-10T18:16Z [---] followers, [---] engagements

"Fund Manager Series Bruce Berkowitz (Fairholme). This article explains how his fund is built today: one very large position a few smaller ones to steady the fund and a lot of patience. Thats it. No theory. Link in bio. $TSLA"
X Link 2026-02-11T11:03Z [---] followers, [--] engagements

"Deep Value Report on Bluerock Homes Trust $BHM BHM looks like a tiny illiquid REIT with random assets if you skim it. The report forces the only question that matters: what does the company control what sits ahead of you in the stack and what is actually left for the Class A common per share. We start with the balance sheet then map the footprint (consolidated doors + the preferred equity book) then run it through the clock and the structure reality (NCI / UPREIT / external management). The goal is simple: separate what exists from who owns it. Link in bio."
X Link 2026-02-11T20:38Z [---] followers, [--] engagements

"Fund Manager Series Bruce Berkowitz (Fairholme). This is not about copying trades. Its about understanding what really happens when a fund puts most of its money into one idea. When it worksand when it gets uncomfortable. Link in bio. $GME"
X Link 2026-02-11T21:35Z [---] followers, [---] engagements

"New DEEP VALUE REPORT is out: $SGA (Saga Communications). This isnt a radio comeback piece. Its an ownership file on a small U.S. radio operator with real liquidity and a balance sheet the market doesnt trust (FCC licenses). We focus on one thing: per-share decisions what management can do what would prove it and what breaks it. Link in the bio. https://twitter.com/i/web/status/2021902855259472314 https://twitter.com/i/web/status/2021902855259472314"
X Link 2026-02-12T11:03Z [---] followers, [--] engagements

"$SSP $GTN $PARA $DIS $NFLX"
X Link 2026-02-13T14:18Z [---] followers, [--] engagements

"1998 wasnt about Russia it was about discovering the real leverage when the window suddenly shut. Same vibe today: calm charts hidden credit blind faith in liquidity always returns. Buffett said it best: Only when the tide goes out 🚨 $ASIX $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-plus-wednesday-november-1ff https://cundilldeepvalue.substack.com/p/fragments-daily-plus-wednesday-november-1ff"
X Link 2025-11-26T10:03Z [---] followers, [--] engagements

"$ASIX is a balance-sheet and cash-conversion story disguised as a commodity chart. We focus on what actually drives outcomes: working capital pricing lag uptime and covenant headroomthen we frame Bear/Base/Bull with explicit ranges. Bill Miller style: when the market extrapolates weakness quantify the asset. $AAPL $MSFT $NVDA $AMZN $META $GOOGL $NFLX $AMD $AVGO $INTC $ORCL $CRM $JPM $BAC $GS $XOM $CVX $OXY $DOW $LYB $CF $MOS $NTR $NUE $CLF $FCX $SPY $QQQ $IWM $ASIX https://cundilldeepvalue.substack.com/p/deep-value-report-updated-advansix"
X Link 2026-01-16T17:59Z [---] followers, [---] engagements

"SHADOW BUILDER SERIES. Authentic Brands Group (ABG). They dont buy factories. They buy logo rights then rent the name back to the market through contracts: categories territories standards renewals minimum guarantees royalties. This is what asset-light actually means. $TSLA https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-authentic https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-authentic"
X Link 2026-02-13T11:04Z [---] followers, [--] engagements

"$GME $NVDA $AAPL $TSLA"
X Link 2026-02-15T14:30Z [---] followers, [--] engagements

"$GME $NVDA $AAPL $TSLA $DIS $XOM"
X Link 2026-02-15T16:27Z [---] followers, [--] engagements

"🚨 NEW DEEP VALUE REPORT 🚨 Most people see $ASIX as a small cyclical chemical name. Solas Capital @solascapital1 quietly made it a top position (6% of their portfolio) and the company is now pulling real cash out of 45Q while the market prices it below conservative rebuild cost. If you hunt for true deep value youll want this one on your radar 👇 $ASIX $QQQ $PK $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP $HON $CE $EMN $HUN $DOW $LYB $OLN $WLK $CF $MOS $NTR https://cundilldeepvalue.substack.com/p/deep-value-report-advansix-asix-buying"
X Link 2025-11-28T16:29Z [---] followers, [---] engagements

"🚨 NEW DEEP VALUE REPORT 🚨 If you missed it this morning: We mapped $ASIX like an operator assets tax covenants downside floor buyout math. Left tail: scrap-value floor. Right tail: a tax-advantaged chemical system that could be worth [--] todays price if mid-cycle returns show up. 📈 DEEP VALUE REPORT AdvanSix (ASIX) Read before the crowd catches the 45Q story 👇 $ASIX $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP $HON $CE $EMN $HUN $DOW $LYB $OLN $WLK $CF $MOS $NTR"
X Link 2025-11-29T00:01Z [---] followers, [---] engagements

"DEEP VALUE REPORT OCTAVE SPECIALTY GROUP ( $OSG ) (ex- $AMBC) Updated When the CEO the chairman Michael Price and deep-value shops like Tontine Third Avenue and Repertoire are all writing 6-figure checks into the same name You can ignore the story but remember: they have more to lose than we do as small investors. Deep dive on $OSG (ex-$AMBC) HERE: 🧱📊 $MTG $RDNR $AGO $NMIH $EIG $STC $TIPT $ITIC $QQQ $NVDA $TSLA https://cundilldeepvalue.substack.com/p/deep-value-report-octave-specialty https://twitter.com/i/web/status/1996591068637188408"
X Link 2025-12-04T14:43Z [---] followers, [---] engagements

"DEEP VALUE REPORT OCTAVE SPECIALTY GROUP ( $OSG ) (ex- $AMBC) Updated Specialty platforms like $RYAN and $BRO trade at [--] book. $OSG Cleaned up the ghost of Ambac A- rated carrier + MGA platform + health benefits leg Still stuck around [---] book In today's Deep Value Report I break down Bear / Base and Bull cases. If you like mispricings Cundill Marks or Zell would read twice this ones for you. 🔍📈 HERE: $QQQ $NVDA $TSLA $CB $HIG $WRB $ALL $RE $RGA $PGR $AIZ $TRV $CNA $HCI https://cundilldeepvalue.substack.com/p/deep-value-report-octave-specialty"
X Link 2025-12-05T00:03Z [---] followers, [--] engagements

"Most coverage stops at: cyclical down wait for recovery. Thats where analysis ends. Thats where deep value begins. $HURC is a per-share asset file: cash receivables inventory not vibes. The entire thesis lives or dies on one variable: does inventory stay alive long enough to convert Ignore the mood. Force the math. $HURC $SPY $QQQ $IWM $DIA $VTI $ARKK $SMH $XLI $XLE $XLK $XLF $XLP $XLV $XLU $GDX $SLV $TLT $HYG $LQD $USO $GLD $DXY $BTC $ETH $COIN $MSTR $RIOT $MARA $SOFI $PLTR $SNOW $CRM $ADBE $AMAT $LRCX $TER $ASML $FANUY #DeepValue #WorkingCapital #AssetBased #NoNarrative"
X Link 2026-02-05T13:41Z [---] followers, [--] engagements

"$UFI Deep Value ConfirmedNot Discovered. Ive already published a Deep Value Report on Unifi Inc. This latest conference call didnt change the thesis it validated the setup. The key point isnt that UFI suddenly looks better. It doesnt. The key point is that management sounded like a team that understands what the market is missing and is actively looking for ways to increase shareholder value beyond a quarter-to-quarter operating recovery. The language matters. When a cyclical asset-heavy industrial company starts framing decisions through strategic avenues its a signal that the board is"
X Link 2026-02-05T17:04Z [---] followers, [--] engagements

"Not buyout rumors. This is the operator read: $UFI is making itself easier to finance and easier to integrate and management is clearly looking at strategic paths. If youve read Howard Marks or Buffett letters you know this pattern: balance sheet first options second. $UFI #deepvalue #stocks https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague https://twitter.com/i/web/status/2019758223763599725 https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague https://twitter.com/i/web/status/2019758223763599725"
X Link 2026-02-06T13:01Z [---] followers, [--] engagements

"DEEP VALUE REPORT Hurco Companies $HURC HURC isnt being priced like a solvent net-cash industrial with a real working-capital base its being priced like small cyclical losing money move on. This report forces the file per share: cash receivables inventory haircuts then Bear/Base/Bull bands. No romance. One question drives the whole thing: does the asset floor stay alive long enough to matter The link for the report is in the bio. https://twitter.com/i/web/status/2021585920189780195 https://twitter.com/i/web/status/2021585920189780195"
X Link 2026-02-11T14:03Z [---] followers, [--] engagements

"$UFI is back on our radar. Now management is talking about strategic options (merger) and that matters only when the balance sheet stops being the excuse. UFI stays deep value because this isnt about a perfect quarter. Its about a business becoming harder to break and the list of possible outcomes getting wider. Link for the full report in the bio. https://twitter.com/i/web/status/2021590143304392981 https://twitter.com/i/web/status/2021590143304392981"
X Link 2026-02-11T14:20Z [---] followers, [--] engagements

"Just published: my new Deep Value Report. This one is not a do you like the macro pitch. Its a per-share asset file built from the balance sheet first then stress-tested through the cycle. The market is treating $HURC like a small cyclical that loses money so nothing matters. The report treats it like what it is: an asset-heavy industrial where the only question is what the asset floor is worth per share while the cycle is ugly and what would confirm or kill that floor. If you care about asset floors inventory realism insider alignment and disciplined Bear/Base/Bull cases. Link in reply"
X Link 2026-02-13T18:10Z [---] followers, [---] engagements

"https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week-741 https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week-741"
X Link 2026-02-14T14:57Z [---] followers, [--] engagements

"$NVDA $TSLA $GME"
X Link 2026-02-14T17:41Z [---] followers, [---] engagements

"WHAT THEY WROTE & SAID THIS WEEK Shareholder letters What the CEOs were really saying: Tariffs pricing pressure input costs remodel delays different sectors same math. If price goes up and customers resist units fall. If the company eats the cost profit falls. If cash tightens plans get delayed. Then the written files (letters/filings) make it testable next quarter: did the key numbers improve yes or no (Link in reply)"
X Link 2026-02-14T22:11Z [---] followers, [--] engagements

"FRAGMENTS Case Study exists for one reason: Most investors dont lose money because they miss a chart. They lose money because they dont understand the process behind a great decision. So we rebuild decisions step by step in plain language so you can reuse the chain. This episode: Peter Cundills investment in Pan-Ocean Energy. https://cundilldeepvalue.substack.com/p/case-study-peter-cundill-pan-ocean https://cundilldeepvalue.substack.com/p/case-study-peter-cundill-pan-ocean"
X Link 2026-02-15T13:14Z [---] followers, [--] engagements

"https://cundilldeepvalue.substack.com/p/case-study-peter-cundill-pan-ocean https://cundilldeepvalue.substack.com/p/case-study-peter-cundill-pan-ocean"
X Link 2026-02-15T14:30Z [---] followers, [--] engagements

"Every FRAGMENTS Case Study follows the same discipline: What the market got wrong (the misprice) What protected the downside (the floor) Why the investor trusted the operator (allocator test) How reality was verified (not just a spreadsheet) What the timing risks were (control points) How value was realized (exit mechanics) What would have killed it (kill list) This one reconstructs Cundill Pan-Ocean Cash at Par Africa for Free. https://cundilldeepvalue.substack.com/p/case-study-peter-cundill-pan-ocean https://cundilldeepvalue.substack.com/p/case-study-peter-cundill-pan-ocean"
X Link 2026-02-15T14:43Z [---] followers, [--] engagements

"February is paperwork month. Not opinions. Not talk. Paper. This watchlist is simple: [--] names Im watching while the actual filings come out and the footnotes show whats real. Im not trying to sound smart. Im trying to stay honest. So for each name Im checking the same basic stuff: cash in bills out and when the big payments are due. If it holds it stays on the list. If it doesnt I move on. Three names are visible. Seven are inside PLUS. Link in reply"
X Link 2026-02-15T16:18Z [---] followers, [--] engagements

"https://cundilldeepvalue.substack.com/p/deep-value-watchlist-february-2026 https://cundilldeepvalue.substack.com/p/deep-value-watchlist-february-2026"
X Link 2026-02-15T16:19Z [---] followers, [--] engagements

"$GME $NVDA $AAPL $TSLA $DIS $XOM"
X Link 2026-02-15T16:19Z [---] followers, [--] engagements

"When a small industrial $UFI de-risks the balance sheet and starts weighing strategic options you ask one question: who could run this footprint better and what would they pay I mapped the buyer logic (Indorama / Far Eastern New Century / Nan Ya / Toray) + the deal math. $UFI #valueinvesting #microcaps https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague"
X Link 2026-02-06T02:31Z [---] followers, [--] engagements

"$SGA is real deep value. Saga is a small U.S. radio operator. Local stations. Local advertising. A steady unexciting business that most investors assume will slowly decline. The stock reflects that view. It trades as if erosion is inevitable impairments will come and nothing meaningful will change per share. But there is real cash on the balance sheet. And there are activists involved. That shifts the focus away from storytelling and toward behavior. The question is simple: Will management consistently use excess cash to retire shares while the stock is depressed If they do per-share value"
X Link 2026-02-13T18:04Z [---] followers, [--] engagements

"FRAGMENTS SHADOW BUILDER SERIES. This Authentic Brands Group (ABG) piece is not culture talk. Its a simple question: who owns the logo and who carries the operating load Once rights are separated from operations the economics change: renewals reset pricing minimums anchor cash partners can rotate under the same name. $GME https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-authentic https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-authentic"
X Link 2026-02-14T00:19Z [---] followers, [--] engagements

"The part people miss: airports are financeable. Once its financeable it becomes contractual (MAGs) political (caps) and inevitable (fees). Less greed. More system design. 🧠 $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA $AMD $INTC $NFLX $AVGO $SMCI $PLTR $COIN $BAC $JPM $GS $XOM $CVX $LLY $NVO $UNH $SPY $QQQ $IWM $DIA $GLD $TLT $BTC $ETH $ASUR $PAC $ASR $OMAB $AENA.MC #Macro #PricingPower #Regulation #Infra #FRAGMENTS https://cundilldeepvalue.substack.com/p/fragments-runway-as-alibi-how-airports https://cundilldeepvalue.substack.com/p/fragments-runway-as-alibi-how-airports"
X Link 2026-02-04T02:31Z [---] followers, [---] engagements

"Marty Whitman wasnt hunting great companies. He was hunting claims that could survive. Equity was never a story. It was a residual tranche competing with debt covenants liquidity and time. Most investors learn this after losing money. $BRK.B $MKL $JPM $GS $MS $BAC $WFC $C $AIG $MET $PRU $BLK $BX $KKR $APO $CG $OWL $ARES $OAK $KNSL $LNC $HIG $ALL $TRV $PFG $BEN $TROW $AMP $STT $BK $NDAQ $ICE $CME #SethKlarman #HowardMarks #BruceBerkowitz #DavidDreman #MichaelPrice #FRAGMENTS #ValueInvesting #DeepValue #CapitalStructure #Claims"
X Link 2026-02-04T11:03Z [---] followers, [--] engagements

"One chart that matters: revenue per passenger (right altitude not perfect comparability). 📊 ATL $8.46/enplanement Aena 16.37/pax YVR $25.4 CAD/pax Different line items. Same outcome: flow money. $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA $AMD $INTC $NFLX $AVGO $SMCI $PLTR $COIN $BAC $JPM $GS $XOM $CVX $LLY $NVO $UNH $SPY $QQQ $IWM $DIA $GLD $TLT $BTC $ETH $ASUR $PAC $ASR $OMAB $AENA.MC #Data #Airports #BusinessModel #Travel #FRAGMENTS https://cundilldeepvalue.substack.com/p/fragments-runway-as-alibi-how-airports https://cundilldeepvalue.substack.com/p/fragments-runway-as-alibi-how-airports"
X Link 2026-02-04T13:01Z [---] followers, [---] engagements

"Safe & cheap was never a slogan. It was a control system. Safe meant: well-financed no forced moves no clock working against you. Cheap meant: priced below what already exists not what someone hopes for. Most people still confuse price with safety. $GTN $CLW $CNC $PEB $HPP $BHM $OSG $MFA $FBRT $KRC $ARE $PVH $SGA $ASTL $GTE $XIFR $LAND $MERC $AFCG $CABO $CHR $VRA $ONL $RLJ $PK $AHT $RHP $EPR $SPG $MAC $WBD $PARA #BenjaminGraham #PaulSinger #JulianRobertson #JohnTempleton #JeremyGrantham #FRAGMENTS #Risk #BalanceSheet #Distressed #LongTerm"
X Link 2026-02-04T13:37Z [---] followers, [--] engagements

"You can be right on value and still lose if the structure removes your control. Whitman understood that. Thats why he read filings like a credit committee and ignored the noise. $AAPL $MSFT $GOOGL $AMZN $META $NVDA $TSLA $NFLX $DIS $INTC $IBM $ORCL $CSCO $ADBE $CRM $QCOM $AVGO $TXN $MU $AMD $PYPL $V $MA $AXP $COF $DFS $USB $PNC $SCHW $CBOE $ICE $SPGI $MCO #CharlieMunger #BillMiller #TomGayner #WilburRoss #FRAGMENTS #Investing #FileWork #ValueDiscipline #CapitalAllocation https://cundilldeepvalue.substack.com/p/fragments-fund-manager-series-marty"
X Link 2026-02-04T17:13Z [---] followers, [---] engagements

"Hurco ($HURC) is being priced like a small cyclical that lost earnings. It is not being priced like what it actually is: a balance-sheet-heavy industrial with $30/sh in book value and $25/sh in net current assets. Deep value doesnt start with EPS. It starts when assets are mis-marked because the cycle is ugly. $HURC $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $JPM $BAC $GS $MS $BRK.B $XOM $CVX $COP $UNH $LLY $JNJ $PFE $MRK $KO $PEP $COST $WMT $HD $LOW $CAT $DE $MMM $GE $RTX $LMT $NKE $DM $MTW $ITT $PH $ETN #DeepValue #AssetFloor #IndustrialCycle #BalanceSheet"
X Link 2026-02-05T11:03Z [---] followers, [--] engagements

"Hurco ($HURC) is being priced like a small cyclical that lost earnings. It is not being priced like what it actually is: a balance-sheet-heavy industrial with $30/sh in book value and $25/sh in net current assets. Deep value doesnt start with EPS. It starts when assets are mis-marked because the cycle is ugly. $AAPL $TSLA $NVDA $MSFT $AMZN $META $GOOGL $NFLX $AMD $INTC https://cundilldeepvalue.substack.com/p/deep-value-report-hurco-companies https://cundilldeepvalue.substack.com/p/deep-value-report-hurco-companies https://cundilldeepvalue.substack.com/p/deep-value-report-hurco-companies"
X Link 2026-02-05T16:45Z [---] followers, [--] engagements

"Deep Value Report $BHM Most investors keep asking: Is $BHM cheap vs NAV Wrong question. The right one is boring and lethal if ignored: What cash is real what assets are controlled what claims sit ahead of you and whats left per Class A share after the clock. Thats where mispricing lives. $PLTR $SNAP $SOFI $GME $AMC $BB $COIN $MSTR $MARA $RIOT https://cundilldeepvalue.substack.com/p/deep-value-report-bluerock-homes https://cundilldeepvalue.substack.com/p/deep-value-report-bluerock-homes"
X Link 2026-02-05T16:46Z [---] followers, [--] engagements

"Safe & cheap was never a slogan. It was a control system. Safe meant: well-financed no forced moves no clock working against you. Cheap meant: priced below what already exists not what someone hopes for. Most people still confuse price with safety. $SPY $QQQ $IWM $TSM $NIO $RIVN $LCID $BABA $PFE $UBER https://cundilldeepvalue.substack.com/p/fragments-fund-manager-series-marty https://cundilldeepvalue.substack.com/p/fragments-fund-manager-series-marty https://cundilldeepvalue.substack.com/p/fragments-fund-manager-series-marty"
X Link 2026-02-05T16:47Z [---] followers, [--] engagements

"The most durable businesses dont sell excitement. They sell repeatability. Seat licenses. Renewal behavior. Embedded workflows. Thats the engine behind Morningstar not star ratings not headlines. When a tool becomes default nobody debates it. They just open it. $AAPL $MSFT $GOOGL $META $AMZN $ORCL $ADBE $CRM $NOW $PITCH https://cundilldeepvalue.substack.com/p/ceo-founder-series-joe-mansueto https://cundilldeepvalue.substack.com/p/ceo-founder-series-joe-mansueto https://cundilldeepvalue.substack.com/p/ceo-founder-series-joe-mansueto"
X Link 2026-02-05T16:48Z [---] followers, [--] engagements

"Most people still talk about Mars like its brands and candy. Thats lazy. This weeks Shadow Builder is private capital allocation at institutional scale credit + regulators + deal tape not vibes. Not a brand story. More like a credit/regulator file the kind of thing Howard Marks would actually respect. $WMT https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-mars-inc https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-mars-inc https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-mars-inc"
X Link 2026-02-06T11:03Z [---] followers, [--] engagements

"$TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $AMD $PLTR $SMCI"
X Link 2026-02-06T11:39Z [---] followers, [---] engagements

"$TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $AMD $PLTR $SMCI"
X Link 2026-02-06T11:40Z [---] followers, [---] engagements

"http://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague http://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague"
X Link 2026-02-06T13:54Z [---] followers, [--] engagements

"$TSLA $BTC $ETH $AI $NVDA $SPY $AAPL $GME $SOL $DOGE"
X Link 2026-02-06T13:56Z [---] followers, [--] engagements

"http://cundilldeepvalue.substack.com/p/fragments-fund-manager-series-marty http://cundilldeepvalue.substack.com/p/fragments-fund-manager-series-marty"
X Link 2026-02-06T13:59Z [---] followers, [--] engagements

"$SPY $QQQ $IWM $TSM $NIO $RIVN $LCID $BABA $PFE $UBER"
X Link 2026-02-06T13:59Z [---] followers, [---] engagements

"$AAPL $TSLA $NVDA $MSFT $AMZN $META $GOOGL $NFLX $AMD $INTC"
X Link 2026-02-06T14:01Z [---] followers, [--] engagements

"http://cundilldeepvalue.substack.com/p/ceo-founder-series-joe-mansueto http://cundilldeepvalue.substack.com/p/ceo-founder-series-joe-mansueto"
X Link 2026-02-06T14:32Z [---] followers, [--] engagements

"$AAPL $MSFT $GOOGL $META $AMZN $ORCL $ADBE $CRM $NOW $PITCH"
X Link 2026-02-06T14:32Z [---] followers, [--] engagements

"$AAPL $MSFT $GOOGL $META $AMZN $ORCL $ADBE $CRM $BTC $PITCH"
X Link 2026-02-06T14:43Z [---] followers, [--] engagements

"📡 Deep Value Radar is live. Ugly stories. Hard assets. Mispriced floors. 👉 $UFI $CMTG $CRMT $CLW $CNC $HPP $ASTL $AFCG $VRA $CMCO $EHTH $GTE $AAPL $NVDA $TSLA $QQQ $MSFT $META $AMZN $GOOGL $NFLX https://open.substack.com/pub/cundilldeepvalue/p/deep-value-radar-september-2025-96fr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/deep-value-radar-september-2025-96fr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-06T16:31Z [---] followers, [---] engagements

"🚨 Deep Value Alert AMBAC🚨 Wall Street still sees wreckage. We see repricing. 📊 Full cockpit: balance sheet reset insider ownership catalysts. $AMBC at $8 = trades below even our bear case floor. Wall St says busted. We say repricing. $AMBC https://open.substack.com/pub/cundilldeepvalue/p/deep-value-report-ambac-ambcr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/deep-value-report-ambac-ambcr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-07T17:28Z [---] followers, [--] engagements

"🚨 Deep Value Alert AMBAC🚨 Wall Street still sees wreckage. We see repricing. 📊 Full cockpit: balance sheet reset insider ownership catalysts. $AMBC $MBI $MKL $RYAN $BRO $KNSL $QQQ $NVDA $AAPL $MSFT $JPM $VIX $SPY $META $UNG https://open.substack.com/pub/cundilldeepvalue/p/deep-value-report-ambac-ambcr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/deep-value-report-ambac-ambcr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-07T17:30Z [---] followers, [---] engagements

"🚨 Deep Value 🚨 $AMBC at $8 = trades below our bear case floor. Wall St sees wreckage. We see rebirth. Specialty pivot. Cash optionality. Insider conviction. [----] book = mispriced. $AMBC $MBI $MKL $RYAN $BRO $KNSL $QQQ $NVDA $AAPL $MSFT $JPM $VIX $SPY $META $UNG https://cundilldeepvalue.substack.com/p/deep-value-report-ambac-ambc https://cundilldeepvalue.substack.com/p/deep-value-report-ambac-ambc"
X Link 2025-10-08T18:51Z [---] followers, [---] engagements

"Hidden assets. Real catalysts. Deep value no noise. You either see it early or you dont. [--] free [--] locked.🔒 $UFI $CLW $CLDT $NVDA $TSLA $AAPL $MSFT $QQQ $SMCI $AMD $GOOG $META $SPY $VIX $BTC $ETH $XOM $CVX https://open.substack.com/pub/cundilldeepvalue/p/deep-value-watchlist-october-2025r=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/deep-value-watchlist-october-2025r=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-10-08T20:01Z [---] followers, [---] engagements

"Every cycle the market prices $MERC for extinction. Every cycle it survives. Debt refinanced. Liquidity real. Assets untouched. Full deep-value breakdown hidden PPA land and energy optionality: $MERC $CLW $XIFR $ASTL $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL https://twitter.com/i/web/status/1978838594715357479 https://cundilldeepvalue.substack.com/p/mercer-international-merc-deep-value https://twitter.com/i/web/status/1978838594715357479 https://cundilldeepvalue.substack.com/p/mercer-international-merc-deep-value"
X Link 2025-10-16T15:01Z [---] followers, [---] engagements

"🚨 Everyone saw Burry turned bullish. Few saw the edge: lag echo negative space. Not a how-toa way to see posture when headlines repeat. The 13F Mirage Seeing Burry Clearly 🔥👇 $CABO $ONL $VRA $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN https://cundilldeepvalue.substack.com/p/the-13f-mirage-seeing-burry-clearly https://cundilldeepvalue.substack.com/p/the-13f-mirage-seeing-burry-clearly"
X Link 2025-10-18T14:01Z [---] followers, [---] engagements

"Todays prove-it test: Brent $60 slowdown confirmed HY OAS [---] bps credit stress $CABO [---] value catching rotation If any of these fire the tape changes. Get the playbook in Daily PLUS. 🚨 HERE: $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META https://cundilldeepvalue.substack.com/p/daily-lite-tuesday-october-21-2025 https://cundilldeepvalue.substack.com/p/daily-lite-tuesday-october-21-2025"
X Link 2025-10-21T12:47Z [---] followers, [---] engagements

"🔥 NEW Fund Manager Series Bill Miller: Faith in the Fire. He beat the market [--] years straight. Then the market beat him. Conviction. Hubris. Survival. (Read before the bell.) #Fragments #DeepValue #BillMiller #Investing $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META $CNC $UNH $ONL https://twitter.com/i/web/status/1980968125844852819 https://cundilldeepvalue.substack.com/p/fund-manager-series-bill-miller-faith https://twitter.com/i/web/status/1980968125844852819 https://cundilldeepvalue.substack.com/p/fund-manager-series-bill-miller-faith"
X Link 2025-10-22T12:03Z [---] followers, [--] engagements

"Buffett once said The stock market is a device for transferring money from the impatient to the patient. Todays FRAGMENTS feels like that. Deep Value isnt dead its just not tweeting. $ONL $HPP Part [--] $CABO on deck. 👇 Read todays free slice $XOM $CVX $ASTL $CVE $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META $GME https://cundilldeepvalue.substack.com/p/fragments-daily-lite-wednesday-october https://cundilldeepvalue.substack.com/p/fragments-daily-lite-wednesday-october"
X Link 2025-10-22T15:29Z [---] followers, [---] engagements

"If you think nothings happening youre looking at the wrong screen. 👀 $GTN $CABO $HPP $MERC the mispriced backbone of the next cycle. Marks would smile. Buffett would wait. 📈 Weekend Plus is live read before the crowd wakes up. $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $QQQ $GLD $BABA $AMD $GOOGL $NFLX $SHOP https://cundilldeepvalue.substack.com/p/fragments-weekend-plus-saturday-october https://cundilldeepvalue.substack.com/p/fragments-weekend-plus-saturday-october"
X Link 2025-10-26T10:01Z [---] followers, [---] engagements

"🧠 When the gauges go dark you fall back on discipline. Inside todays Weekend Plus: Watchlist of [--] asset-heavy names Ticker-in-Focus: $PK with per-key math History Rhymes: from dot-com to [----] Marks + Buffett same message different accent If you like Howard Marks & Sam Zell this cockpit is for you. ✈ $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-weekend-plus-sunday-november-607 https://cundilldeepvalue.substack.com/p/fragments-weekend-plus-sunday-november-607"
X Link 2025-11-16T14:37Z [---] followers, [--] engagements

"new FRAGMENTS DAILY PLUS is live. Chemical plant control room. Charts on one screen CASH THIS WEEK on the other. Thats the whole market right now: AI multiples vs refi math. Druckenmiller Paulson ASIX. Come sit in the cockpit. ⚙📉 $ASIX $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-plus-monday-november-950 https://cundilldeepvalue.substack.com/p/fragments-daily-plus-monday-november-950"
X Link 2025-11-25T10:03Z [---] followers, [--] engagements

"Inside $CATO: dual-class control + a discount that can persist until assets get recognized. We priced Charlotte + York County land in brackets then built a no-double-counting SOTP per share. Asset memo not a retail story. $CATO $IWM $XRT $SPY $QQQ $DIA $TLT $HYG $LQD $XLY $XLP $XLF $XLK $XLI $XLE $SMH $GLD $SLV $USO $TSM $ASML $BABA $BRK.B $V $MA #AssetBased #SOTP #MicroCap #DeepValue #Investing https://twitter.com/i/web/status/2009649111499440359 https://cundilldeepvalue.substack.com/p/deep-value-report-cato-corp-cato https://twitter.com/i/web/status/2009649111499440359"
X Link 2026-01-09T15:31Z [---] followers, [---] engagements

"What matters in $CATO: cash + investments + inventory haircut math then real estate uplift (net of PP&E carry) then a governance/timeline discount. If operations stabilize the per-share range changes fast. Risks: burn rate monetization timing control. $CATO $WMT $TGT $COST $HD $LOW $M $KSS $TJX $ROST $BURL $GPS $ANF $AEO $URBN $LULU $NKE $DECK $VFC $LEVI $JWN $RL $BBY $DG $DLTR #DeepValueReport #Value #RiskManagement #CapitalAllocation #RetailStocks https://cundilldeepvalue.substack.com/p/deep-value-report-cato-corp-cato https://cundilldeepvalue.substack.com/p/deep-value-report-cato-corp-cato"
X Link 2026-01-09T19:01Z [---] followers, [--] engagements

"Just dropped my Deep Value Report (Updated) on Unifi ( $UFI). Stock trades like the assets are trash and the cycle never comes back. But book says $13/share price says $4. That gap is the whole fight. Balance sheet first. Everything else after. $UFI $SPY $QQQ $IWM $DIA $VIX $TLT $HYG $LQD $XLF $XLI $XLY $XLK $XLP $XLE $XLB $XLC $XLV $XBI $SMH $SOXX $TSLA $AAPL $NVDA $MSFT $AMZN $META $GOOGL $JPM $BAC https://twitter.com/i/web/status/2014292709973114946 https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse https://twitter.com/i/web/status/2014292709973114946"
X Link 2026-01-22T11:03Z [---] followers, [--] engagements

"$UFI is priced like a slow leak: inventory trap + ugly cycle + dont trust the turnaround. Fair. Thats the risk. But when you get 0.3x book in a real asset-heavy business youre not buying a story. Youre buying a scoreboard and waiting for proof. $UFI $CULP $GILD $NKE $COST $TGT $WMT $AMZN $XRT $XLY $XLP $XLI $XLB $XLE $KSS $M $GPS $RL $LEVI $VFC $TPR $HBI $UAA $UA $BURL $ROST $TJX $VZ $T $CSCO $INTC https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse"
X Link 2026-01-22T14:17Z [---] followers, [--] engagements

"What I like here: real assets real haircut and insiders who arent pretending. What I dont like: inventory can quietly murder book value. This is deep value the adult way assets debt discipline not vibes. Report is live. $UFI $BRK.B $KKR $BX $APO $JNK $HYG $LQD $TLT $XLI $XLB $XRT $SPY $IWM $DXY $GLD $SLV $CLF $X $NUE $STLD $AA $FCX $MOS $BHP $RIO $CAT $DE $GE $HON $MMM https://twitter.com/i/web/status/2014392869277274368 https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse https://twitter.com/i/web/status/2014392869277274368"
X Link 2026-01-22T17:41Z [---] followers, [---] engagements

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