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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: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXX% cryptocurrencies #7190 social networks XXXX% technology brands XXXX% countries XXXX% exchanges XXXX%

Social topic influence arb #54, business 3.8%, acquisition #797, ceo 2.53%, investment 2.53%, $sol #212, closed #755, sol #975, $45share 2.53%, $tic #1

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

Top assets mentioned Solana (SOL) Acuren Corporation (TIC) Apollo Global Management, Inc. (APO) Halozyme Therapeutics, Inc. (HALO) Goldman Sachs (GS) HSBC Holdings PLC (HSBC) Alight, Inc. (ALIT) Flywire Corporation Voting Common Stock (FLYW) TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT) Telus Corporation (TU) Acadia Healthcare Company, Inc. (ACHC) Charles Schwab Corporation (SCHW) Wells Fargo & Co (WFC) StaFi (FIS) MX Token (MX) VERAsity (VRA) APi Group Corporation (APG) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA) Novo-Nordisk (NVO) NuScale Power Corporation (SMR)

Top Social Posts

Top posts by engagements in the last XX hours

"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, 7248 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, 6149 engagements

"Spread on $FONR privatization is way too wide. - Highly asymmetric setup - XX% spread with limited downside - Controlling family has no reason to keep it public - Def. agreement is likely soon p.s. currently offering 30-day free trial to my blog so be sure to check it out"
X Link 2025-12-01T19:11Z 32.6K followers, 8791 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, 13.3K 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, 25.3K 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, 125.9K 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, 17K engagements

"1/ New investment ideas from VIC 👇 Incl: $DNUT short $FIP $ALIT and $ZIMV $DNUT short pitch: Krispy Kreme glazed donut brand with a complicated turnaround story of debatable effectiveness Downside could be XXX% at QSR peer levels and bankruptcy is a probability. .👇"
X Link 2023-01-12T12:08Z 32.6K followers, 15.9K 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

"Great news for $TIXT stakeholders. The offer was bumped by XX% yesterday from $XXX to $4.5/share and about XX% since my post. TIXT will be acquired at 6.5x EBITDA which still feels somewhat low but the increase should satisfy shareholders"
X Link 2025-09-03T09:48Z 32.6K followers, 12K 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, 10.9K engagements

"$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, 13.6K 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, 6075 engagements

"Great outcome for $FRGE. Clearly I underestimated the potential synergies for a player like $SCHW. FRGE got bought out with a 100%+ premium at $45/share in cash. Its truly stunning how certain companies can be undervalued by the market"
X Link 2025-11-06T19:39Z 32.6K followers, 12.2K engagements

"Another ophthalmology acquisition by Alcon: $STAA (covered on SSI). - Setup has evolved since the original thesis but still interesting - New go-shop runs until Dec X - Several event-driven funds have now entered the trade Worth keeping on the radar"
X Link 2025-11-19T19:06Z 32.6K followers, 15.8K 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

"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, 9347 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, 51.6K 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, 2928 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, 2755 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, 2665 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, 4882 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, 12.8K 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, 5634 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, 7685 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, 5990 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

"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, 9384 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, 3015 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, 2941 engagements

"@ClarkSquareCap shared interesting thoughts on $VRA check his write-up for more details. In short: VRA got even cheaper since Fund X filed a 13D in January. Theyre now exploring a $30M sale-leaseback on one facility vs. a $54M EV. Could be getting interesting now"
X Link 2025-11-07T20:32Z 32.6K followers, 7198 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

"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, 44.2K 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, 3954 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, 3964 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, 4970 engagements

"3/ Dalton Investments U.S.-based Dalton Investments has been focusing on Japan for decades practicing value-driven constructive engagement and pushing small-caps to unlock value through asset sales capital returns and more. Again link to their campaigns below"
X Link 2025-10-29T09:18Z 32.6K followers, XXX engagements

"Couldnt agree more. @gatorcapital has one of the most impressive track records out there. True specialists with discipline. Compounding 20%+ annually for decades is no joke. Importantly their letters are always packed with ideas worth exploring for the rest of us"
X Link 2025-11-26T10:57Z 32.6K followers, 37.9K 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, 121.2K 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

"Some interesting thoughts from Vltava Fund @danielgladis on $NVO Not quite in my ballpark given the sheer size of the stock but its certainly interesting after the continued pullback in recent quarters"
X Link 2025-10-06T11:00Z 32.6K followers, 7802 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, 8900 engagements

"Happy to see such a quick outcome. $SOL spread fully closed. Taking chips off the table and moving on. Clean XX% profit in under a week"
X Link 2025-12-12T10:56Z 32.6K followers, 11.1K engagements