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@InvestSpecial Avatar @InvestSpecial Dalius - Special Sits

Dalton Investments, a US-based activist fund, is urging Fuji Media (4676.T) to speed up asset sales, including a full spin-off of its real estate holdings, and focus on content creation to boost ROE, profitability, and close the conglomerate discount. This is Dalton's latest campaign, following their focus on Japan for decades, practicing value-driven constructive engagement. They push small-caps to unlock value through asset sales, capital returns, and more.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXX% cryptocurrencies #6946 currencies XXXX% social networks XXXX% technology brands XXXX%

Social topic influence arb #29, business 3.66%, investment #4491, $ocias #69, debt #1933, ceo 3.66%, ai 3.66%, to the 2.44%, $tic #3, hidden XXXX%

Top accounts mentioned or mentioned by @alluvialcapital @deepsailcapital @halviocapital @millervalue @joinyellowbrick @lonewolftwit58 @tourlite @luisvsanchez777 @dsmoak98 @capitalvoss @aboveavgodds @choiceequities @gwinvestors @massifcap @brownadvisory @davidein @kingdomcapadv @thefartingchimp @sysiphos_heir @ataicapital

Top assets mentioned Acuren Corporation (TIC) Acadia Healthcare Company, Inc. (ACHC) Apollo Global Management, Inc. (APO) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Goldman Sachs (GS) HSBC Holdings PLC (HSBC) Solana (SOL) Southwest Gas Holdings, Inc. (SWX) Topgolf Callaway Brands Corp. (MODG) Halozyme Therapeutics, Inc. (HALO) APi Group Corporation (APG) Planet Fitness, Inc. (PLNT) NVR, Inc. (NVR)

Top Social Posts

Top posts by engagements in the last XX hours

"$YEXT setup looks interesting. Yet another MBO weve covered on SSI in recent months. The spread to the CEO/Chairmans bid is about X% with minimal downside to pre-announcement. Decent chance of a bump or an overbid from a 3rd party. Link to the full write-up below"
X Link 2025-10-10T08:05Z 32.6K followers, 13.5K engagements

"Rollercoaster with $PZZA buyout rumors continues. After last weeks news that $APO withdrew its $64/share offer were back in the rumor mill. Now its TriArtisan the same PE firm buying $DENN rumored bid at $65/share. At this point just curious how it plays out"
X Link 2025-11-11T09:34Z 32.6K followers, 7224 engagements

"Im spending the weekend sifting through Q3 2025 investor letters. Cut the macro fluff kept the good stuff. Ended up with XX high conviction ideas. A few of these look like multibaggers. Lets dive in 🧵"
X Link 2025-11-29T12:25Z 32.6K followers, 121.1K engagements

"$PLRX is a biopharma net-net at XX% below year-end cash. - Tang Capital owns XX% (underwater here) - Only P1 asset remains (still moving forward) - Though mgmt just cut the Chief Biz and Chief Science officers - Strategic alts ongoing Feels primed for a Tang-style buyout"
X Link 2025-12-10T12:01Z 32.6K followers, 4819 engagements

"2/ aviclara181 (active 2007-present) - X wins - Member with one of the highest average ratings per pitch - Long/short value investor mostly focused on mid-cap equities - My favourite pitch: $TEVA 3x'ed in less than two years"
X Link 2025-12-02T10:34Z 32.6K followers, 3933 engagements

"8/ issambres839 (active 2003-present) - X wins - One of the longest-active members on VIC and tied for first in total wins - Focused on obscure beaten-down companies and industries (cannabis MLPs etc.) - My favourite pitch: PNWIF acquired by Staples in 2014"
X Link 2025-12-02T10:34Z 32.6K followers, 2753 engagements

"3/ $TIC pitch by @_Tourlite Provider of asset integrity services that keep industrial facilities safe and compliant. Recurring revenue driven by required inspections and maintenance across critical infrastructure a steady regulation-driven business model"
X Link 2025-11-29T12:25Z 32.6K followers, 10.2K engagements

"Just finished the new Goehring & Rozencwajg letter worth the time. Im not an energy or commodities guy but if you want a sense of where the market might be heading their letters are must-reads even if you disagree. Link below👇"
X Link 2025-11-30T12:08Z 32.6K followers, 51.5K engagements

"The ultimate 2026 Outlook reading list.📚 Ive aggregated the full year-ahead reports from the XX largest investment banks. Enjoy. 👇 1) Goldman Sachs: 2) J.P. Morgan: 3) HSBC: 4) Wells Fargo: 5) Barclays: 6) BNP Paribas: 7) Invesco: 8) LaSalle: 9) T. Rowe Price: 10) Allianz: 11) S&P Global: 12) BlackRock: 13) Deloitte: 14) ING: 15) LaSalle:"
X Link 2025-12-01T10:01Z 32.6K followers, 125.5K engagements

"My favorite M&A deals. A detailed list of the top XX underfollowed arb setups with expected overbids and wide spreads. Full research and pitches are available on SSI. P.S. The free trial for my blog expires tonight so be sure to check it out"
X Link 2025-12-03T19:00Z 32.6K followers, 13.2K engagements

"Timely merger arb w/ closing expected shortly. - Despite the recent sell-off on soft quarterly results the deal likely proceeds. - Buyer knew the issues yet still signed the def. agreement owns XX% and is fully committed to the turnaround. - The spread is way too wide"
X Link 2025-12-05T19:00Z 32.6K followers, 5616 engagements

"Potential multibagger pitch on $BKTI from @AtaiCapital - Mission-critical oligopoly with high switching costs - Exceptional operator driving a major turnaround - Realistic path to meaningful market share gains - Implied $190$250 equity value vs $XX today"
X Link 2025-12-08T19:31Z 32.6K followers, 25.1K engagements

"$SOL merger arb is moving fast. Shareholder approval just came in. The spread closed from XX% to 5%. This one continues to trade strangely. The spread widened earlier on no news and now despite shareholder approval it is still sitting at roughly 5%. Curious setup indeed"
X Link 2025-12-10T16:19Z 32.6K followers, 5678 engagements

"If anyone is interested in the $OCI setup I just made the pitch public. With slightly lower prices today and management's commitment to capital returns the situation is even more attractive today. For more details full pitch on $OCI.AS is here:"
X Link 2024-04-05T08:36Z 32.6K followers, 15.8K engagements

"$OCI.AS trades below net cash with a remainco operation for free. OCI has announced four major asset sales with combined net proceeds to exceed the companys enterprise value. Two special dividends (14.5/share and 4.2/share) have been announced and paid out. Another 4/share distribution will be returned to shareholders following the recent close of the final asset sale. At the current stock price of 7.5/share OCI trades below my pro-forma net cash estimate of 7.64/share. On top of that investors are getting the EU nitrogen operations with annual mid-cycle EBITDA guided at $150m (0.65/share)"
X Link 2025-07-02T08:55Z 32.6K followers, 18.4K engagements

"$OCI.AS will return $700m (2.87/sh) to shareholders on Sept X via a mix of capital repayment & special dividend (split TBD). Ex-div date: Aug XX. Shares trade near pro-forma net cash (incl. Fertiglobe escrow). Q2 in Aug should give a clean look at cash & PF financials potential re-rating after X major asset sales. Will reassess the position post Q2 results"
X Link 2025-08-12T12:10Z 32.6K followers, 6744 engagements

"$HAYPP trades at just 8x EV/2028 EBITDA is already FCF positive and is committed to returning excess cash. By 2030 it could generate annual cash flows approaching todays EV"
X Link 2025-08-27T07:59Z 32.6K followers, 6351 engagements

"Interesting pitch on $SWX by Silver Beech Capital SWXs hidden utility value unlocks as Centuri is deconsolidated debt is cut and growth/regulatory tailwinds kick in setting up 40%+ upside from here. Full letter below"
X Link 2025-09-08T09:10Z 32.6K followers, 7160 engagements

"Interesting pitch on $DERM from Summers Value Partners Emrosi new FDA-approved rosacea drug launched Apr XX. Already $15M+ run-rate patent thru 2039 $100M+ sales potential. Could drive profitability by XX PT $20"
X Link 2025-09-19T12:26Z 32.6K followers, 4782 engagements

"$ACHC finally might be getting sold. Two activists with a combined X% stake are pushing the medical facilities owner/operator to explore a sale. Certainly cheap at 7x fwd EBITDA but the staggered board is a big problem. Watching closely for further developments"
X Link 2025-10-03T12:07Z 32.6K followers, 10.8K engagements

"7/ @alluvialcapital is a well-known small-cap value & special sits fund manager. Not his first feature here but hes recently launched the Tactile Fund a blog and fund focused on long-term investments in companies with unique physical assets"
X Link 2025-10-15T09:00Z 32.6K followers, XXX engagements

"$ACHC has given back all of its activism-related pop in the stock price. This isnt surprising. The two activists clearly pushed for an immediate sale review while noting that the company had been approached by multiple parties. Yet almost a month of silence from management is quite telling theyre not giving up control easily. For now I dont see a clear path to success. More clarity is needed but if the stock continues to decline it could get cheap enough to make the long game from activists interesting. There already seems to be enough dissatisfaction among the broader shareholder base"
X Link 2025-10-23T09:49Z 32.6K followers, 6591 engagements

"Time for the occasional fintwit check-in👇 Whats the cheapest stock youre holding right now and why Preferably sub-$1B names no geography or industry limits"
X Link 2025-10-23T17:30Z 32.6K followers, 22.7K engagements

"1/ 3D Investment Partners A Singapore-based activist fund focused on operational overhauls and asset sales at underperforming companies. All of their activist campaigns are listed on their website. A link will be included in the file below"
X Link 2025-10-29T09:18Z 32.6K followers, 1090 engagements

"Here is 3D's latest campaign: 3D Investment Partners is pressing NS Solutions (2327.T) to break free from parent Nippon Steel arguing that conflicts of interest are suppressing margins growth and capital returns"
X Link 2025-10-29T09:18Z 32.6K followers, XXX engagements

"Here is Strategic's latest campaign: Activist is targeting GungHo Online Entertainment (3765.T) pushing for executive pay reform higher dividends and aggressive share cancellations to boost shareholder returns after years of weak performance"
X Link 2025-10-29T09:18Z 32.6K followers, XXX engagements

"Nice pitch on $LSEG.L from Eagle Capital Resilient recurring revenue Exposure to both rising markets + volatility Margin expansion as tech spend normalizes Strong capital allocation Mid-teens EPS growth 18x XX earnings Potential XX% multi-year IRR"
X Link 2025-11-14T11:33Z 32.6K followers, 11.4K engagements

"WSJ reports $MODG may have a buyer for Topgolf Leonard Green rumored at $1B Assuming thats equity value otherwise a big disappointment RemainCo at 10x EBITDA (seems fair) Not seeing much upside. Any thoughts"
X Link 2025-11-17T11:40Z 32.6K followers, 12.7K engagements

"Another non-binding MBO for the basket: $KW - Take-private led by CEO + $FFH.TO (31% combined stake) - Spread at X% - Offer looks light at first glance - But I just dont see the special committee rejecting it - Not overly excited given leverage + XX% downside Any thoughts"
X Link 2025-11-18T09:22Z 32.6K followers, 6766 engagements

"Bidding war back on at $WJL.AX - Few days ago $HALO (17%) bid 90c - Today BGH (18%) countered at 91c - After months of turmoil (activists questionable M&A CEO allegations earnings miss) a sale now looks likely - I just dont see either bidder going much higher from here"
X Link 2025-11-21T11:46Z 32.6K followers, 6147 engagements

"I read a lot of quarterly letters and most lately are about AI. Greenlights stood out: no internet-bubble history lesson or hype. Just simple questions reasoning and numbers. Quick and balanced read worth checking out👇"
X Link 2025-11-21T18:38Z 32.6K followers, 103.7K engagements

"While all the hype is on AI there are other breakthrough technologies evolving fast. Just read a great primer from @DeepSailCapital on the Cell & Gene Therapy space. If youre interested in this area its worth the read. Full piece below:"
X Link 2025-11-26T17:00Z 32.6K followers, 12K engagements

"New potential multibagger from @_Tourlite= $TIC - Regulation-driven industrial inspection + asset integrity platform with recurring revenue - Recent acquisitions add scale synergies and cross-sell upside - Clear parallels to $APG margin-inflection play in a regulated market"
X Link 2025-11-26T21:44Z 32.6K followers, 43.8K engagements

"As suspected $DSX XX% stake build since April has turned into a buyout for $GNK - A cash bid at $20.60/share (spread at 9%) - Bid at c. 0.8-0.9x NAV - Special committee reviewing - Poison pill adopted last month - Feels like this will be rejected Any thoughts"
X Link 2025-11-27T16:00Z 32.6K followers, 5939 engagements

"This setup offers meaningful downside protection. The core business trades at 2.6x EV/EBIT vs large HVAC peers in the high teens and niche industrials at least high-single-digit EV/EBITDA. Valuing MCCK at 7x EBITDA (recent private comps) implies $85/share vs $XX today"
X Link 2025-11-29T12:25Z 32.6K followers, 10K engagements

"Despite reaching breakeven and growing faster than most peers the mkt still values NURS.V like a niche wellness operator. Based on a reasonable 34x EV/Sales multiple $NURS.V is worth $8$11/share vs 5.3/share today with more upside if execution continues"
X Link 2025-11-29T12:25Z 32.6K followers, 7350 engagements

"8/ $XPOF pitch by @CapitalVoss Franchisor of boutique fitness brands with an asset-light recurring revenue model. Current valuation implies terminal decline but headline metrics mask strong unit economics. A highly asymmetric setup"
X Link 2025-11-29T12:25Z 32.6K followers, 6797 engagements

"$XPOF trades at 6x 2026 EBITDA vs. $PLNT at 2021x. Club Pilates alone likely does $105M EBITDA; at a conservative 1113x thats $13$17/share 2x todays price before giving any value to Pure Barre YogaSix BFT or StretchLab"
X Link 2025-11-29T12:25Z 32.6K followers, 6510 engagements

"1/ charlie479 (active 2001-2009) - X wins - Well-known in the value investing community (Norbert Lou) - One of the most legendary VIC runs with the highest win rate (6 out of X pitches) - My favourite pitch: $NVR a massive multibagger"
X Link 2025-12-02T10:34Z 32.6K followers, 4048 engagements

"3/ todd1123 (active 2008-present) - X wins - Majority of pitches are fixed-income security trades - Equity ideas are mostly focused on cyclical turnarounds - My favourite pitch: $CLMT +200% since (and hes back in)"
X Link 2025-12-02T10:34Z 32.6K followers, 3930 engagements

"5/ Ray Palmer (active 2013-present) - X wins - Top X by number of wins over the last decade - Special situations / event-driven investor focused on mid caps - Favourite pitch: Twitter merger arb returned XX% in five months"
X Link 2025-12-02T10:34Z 32.6K followers, 3006 engagements

"6/ will579 (active 2001-2014) - X wins - Retail-focused long/short equity investor - Long ideas skewed toward deep value - My favourite pitch: Eastman Kodak XXX% return on the short; filed Chapter XX less than two years"
X Link 2025-12-02T10:34Z 32.6K followers, 2935 engagements

"Merger arb with mispriced risk - XX% spread - Backed by holders controlling XX% of shares - Shareholder approval looks highly likely - No regulatory or antitrust overhang - Setup points to a clean Q1 XX close Subscribe to SSI for full access"
X Link 2025-12-02T15:59Z 32.6K followers, 4876 engagements

"I was clearly too conservative on $SCHL RE. - X property sales w/ $400m net proceeds vs my $200250m est. - Stock +30% since July yet no reaction to the sale announcement perhaps due to pricey leasebacks. - Even so looks cheap at 2.5x lease-adj. XX EBITDA. Any thoughts"
X Link 2025-12-05T16:03Z 32.6K followers, 12.7K engagements

"Interesting pitch by Black Bear Value Partners on $LXS.DE Lanxess is a specialty chemicals co selling its more cyclical and capital-intensive biz in favor of stickier lower-capital-intensity ones. Trades at a 15-20% mid-cycle FCF yield. Buybacks expected to kick in"
X Link 2025-10-30T13:06Z 32.6K followers, 6069 engagements

"Lots of talk lately about AI disrupting vertical software names like $CSU.TO. Im no software investor but I like to explore different areas for fun. Just read a great primer from @DeepSailCapital on VMS and the AI risk angle. Here is the full primer:"
X Link 2025-11-12T19:35Z 32.6K followers, 24.5K engagements

"Never-ending sale saga at $MX. A $30/shr deal collapsed in 2021 now the stock trades near $XXXX. This year $7/shr buyout rumors went nowhere. Now an XXX% activist has filed a 13D and is engaging with management. Strategic review ongoing. Anyone digging into this"
X Link 2025-11-27T11:10Z 32.6K followers, 9363 engagements

"Clear parallels to $APGs margin-inflection story in a regulated market. APG became a 5-bagger and TIC looks positioned on a similar trajectory. The recent acquisition adds scale synergies and cross-sell potential. Trades at a teens norm. 2027 FCF yield"
X Link 2025-11-29T12:25Z 32.6K followers, 9341 engagements

"7/ miser861 (active 2003-present) - X wins - One of the longest-tenured VIC members still active today - Global large-cap value ideas - My favourite pitch: $WFC returned XXX% in one year"
X Link 2025-12-02T10:34Z 32.6K followers, 2926 engagements

"9/ sandman898 (active 2004-2014) - X wins - Value-focused investor mostly in large caps - My favourite pitch: $FIS particularly love the line Shares have recently fallen out of favor due to misunderstood exposure to mortgages written right before the GFC"
X Link 2025-12-02T10:34Z 32.6K followers, 2660 engagements

"Silver Point Capital a large special sitsfocused fund continues to increase its stake and is now at 10%. EGM is on Dec XX. If we dont see a bump from $EM's management by then it looks like both Hillhouse and Silver Point will take the dissenting rights route"
X Link 2025-12-05T10:45Z 32.6K followers, 21.4K engagements

"Interesting pitch on $FLYW by @CapitalVoss Capital-light high-margin cross-border payments platform mispriced as a secular decliner. With 20%+ growth outside temp visa-hit markets and growing SaaS sales at just 2x sales. Potential multi-bagger on macro normalization"
X Link 2025-07-09T08:28Z 32.6K followers, 16.2K engagements

"$DND.TO is ripping up XX% since the end of Nov Co just settled with Onemove run by the former CEOs brother reinforcing the thesis that the board is a willing seller. As reminder Former CEO rumored to be pursuing a $5.72/shr buyout. IMO the easy money is already made"
X Link 2025-12-09T09:58Z 32.6K followers, 7630 engagements

"One of the best VIC shorts Ive read recently. $SMR is a major small modular reactor name first mover in the space. Truly impressive work by StockOperator. Essentially calling it promotional or even fraudulent. Stock is down XX% since the pitch more to go👇"
X Link 2025-12-10T19:00Z 32.6K followers, 8063 engagements