@JPSCapital JPS Capital

JPS Capital posts on X about debt, $clpr, $ncmi, $ccsi the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance stocks cryptocurrencies currencies countries technology brands

Social topic influence debt, $clpr #1, $ncmi, $ccsi, acquisition, $cbl, market, business, $sncr, $nexn #4

Top accounts mentioned or mentioned by @valuedontlie @fiercebeast @kingdomcapadv @investorcanna @russellgates @investspecial @siyul @bitmoreleverage @kyleadamsstocks @tiehackcapital @aggiecapitalist @capitalfang @blondesnmoney @dvsituations @jaysyoon @roojoo3 @fcompounders @alphaarkinvest @propshoplife @mrneutralman

Top assets mentioned Clipper Realty Inc. Common Stock (CLPR) Nexxen International Ltd. (NEXN) Laureate Education, Inc. Common Stock (LAUR) Ziff Davis, Inc. Common Stock (ZD) Superp (SUP) Alta Equipment Group Inc. (ALTG) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Flow (FLOW) Decentral Games (DG) Dollar Tree Inc (DLTR) Morpheus Infrastructure Node (MIND) Legacy Education Inc. (LGCY) ECOMI (OMI)

Top Social Posts

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

"@BitMoreLeverage What is your take on their decision to pay the preferred coupon as PIK"
X Link 2024-08-08T12:23Z [---] followers, [---] engagements

"@jaysyoon @kingdomcapadv That could be the case. The fact that they did not mention a TL restructuring also indicates to me that the pref may have been paid off therefore no need to amend the TL 'spring forward' provision"
X Link 2024-08-08T18:10Z [---] followers, [---] engagements

"@jaysyoon @kingdomcapadv Good catch. Seems to me that there must be a pre-negotiated liquidation amount for the pref payoff contingent on the closing of the Notes refi. Hopefully that means TPG took a haircut (similar to the 13% haircut the pref took on $JAKK pref redemption earlier this year.)"
X Link 2024-08-09T13:35Z [---] followers, [---] engagements

"@roojoo3 Any thoughts on $MRX vs. $FLOW whose trading revenues are tied much more closely to the VIX Also I cant imagine the M&A landscape is very long"
X Link 2024-08-14T11:53Z [--] followers, [---] engagements

"@roojoo3 Thanks had $FLOW on my watchlist but Ill check our $MRX as well. Any reason to be concerned that these business do not have big balance sheets/depositors and more liable to blow up in extreme volatility"
X Link 2024-08-14T12:04Z [---] followers, [---] engagements

"@GringoInvesting @CaptainRoyen Wym convertible holders are hedging by shorting"
X Link 2024-08-21T03:48Z [---] followers, [--] engagements

"@DannyOcean555 It looks like its been tracking other staffing co's which are trading at/near all time lows. $TBI $MAN $HQI etc. I believe it's not structural but employers/employees waiting on new hires/job changes until labor market certainty returns. There is def opportunity among them"
X Link 2024-10-01T02:30Z [---] followers, [---] engagements

"@OverlookedAlpha Thanks for the write up and great call. The low float must be why there's been no buybacks. Looks like management has paid out special dividends in the past and maybe we could see one given the net cash position soon"
X Link 2024-10-28T03:32Z [---] followers, [--] engagements

"@sotp_mike @F_Compounders @JohnHuber72 Divvys extract value from shares"
X Link 2024-12-22T14:04Z [--] followers, [--] engagements

"$CCSI -Currently trading at [--] P/E (25% FCF yield) -CCSI has underperformed due to one-off setbacks -Mgmt deleveraging the BS. -Attractive SaaS model (high ROIC high margins negative NWC) -Corporate segment revenue growth has been masked. https://seekingalpha.com/article/4745938gt=6b2bec4fc9efb17b https://seekingalpha.com/article/4745938gt=6b2bec4fc9efb17b"
X Link 2024-12-23T14:29Z [--] followers, [--] engagements

"@SmallCapKing2 @rhynopowered What were your conclusions on $PAYS Growth story looks great but richly priced and looks like they capitalize a lot of their software costs"
X Link 2024-12-27T22:32Z [--] followers, [---] engagements

"@premortes @REITR0B1424 Why $IIPR"
X Link 2024-12-30T23:08Z [--] followers, [--] engagements

"@jay_21_ $TH looks similarly cheap with a PE buyout offer at 5x EBITDA recently rejected. Focuses more on Permian housing and temporary immigrant facilities in TX and has net cash position"
X Link 2024-12-31T23:22Z [--] followers, [---] engagements

"Big +12% (+18% YTD) move in $CCSI today on no news. 3x average daily volume so a big buyer ahead of earnings"
X Link 2025-01-28T23:30Z [---] followers, [---] engagements

"$CCSI Solid earnings -Another $20M in debt paydown -Accelerating (5.5% norm YoY) Corporate Growth. '25 guide of 6.5%. Now 61% of sales -SoHo decline slowing -Consolidated rev. growth by '26 -'26 maturity addressed w/ CFO + revolver -Trading at 5.5x FCF yield 6.5x EV/EBITDA"
X Link 2025-02-20T02:04Z [---] followers, [---] engagements

"$CCSI Worth $800M - $1Bn MC (50-90% upside) but would be nice to see buybacks -Generating $120M+ CFO -Mgmt addressing leverage ($135M debt red. since Q4'23) -Recurring revs. (100.5%+ retention) -Capex elevated due to new product developments -Flat rev. growth in '25 -6x GAAP P/E"
X Link 2025-02-20T02:19Z [---] followers, [----] engagements

"@gnufs @JourneyToIthaka Any reason why this was 'hidden' from the 8K and only mentioned in the earnings transcripts This segment does $300M in revenues for $LNW"
X Link 2025-02-26T22:37Z [--] followers, [---] engagements

"$HOLX Worth a look if it keeps dropping. -Good business (40% ROIC) reasonably valued (11% earnings yield) -Good capital allocation (no div. 10% buybacks in [--] years) -Clean BS solid acquisitions -Leader in women health diagnostics good growth prospects despite temp. slowdown"
X Link 2025-02-28T18:07Z [---] followers, [---] engagements

"@BitMoreLeverage W/ 3.5x TL leverage covenant $SUP can afford $100M (on $170M '25 guide) in add'tl debt. Theres $40M in cash but w/ rates/operating environment its tight. The pref is an optional redemption (at board discretion). Feb chnge of control filing indicate potential full/partial sale"
X Link 2025-03-06T14:18Z [--] followers, [---] engagements

"@KAP_BoyettST @kingdomcapadv $TACT looks interesting as a take-private/buyout target given the cash balance. How are sales so volatile and losing money Seems like it should be a very stable cash flowing business"
X Link 2025-03-10T02:44Z [---] followers, [---] engagements

"$CXT -Sole supplier of USD paper since [----] -Prop. micro-optics security feature -50%+ ROIC (Capex 3% of sales) -10x Norm. OCF (before De La Rue integration) -20% EBIT Margin -WA [----] 5% debt -Owns 2.6m SF of manu. facility -Growth in attractive/recurring authentication business"
X Link 2025-03-19T20:26Z [--] followers, [--] engagements

"@olvehe This looks very interesting. Besides cut in guidance and small decline in SSS the sell-off seems overdone. Some comments: -How are you treating lease liabs w respect to debt -Views on exiting CEO -Remarkably similar to $DLTR $DG on turnover margins -When is re-dom complete"
X Link 2025-03-20T02:47Z [--] followers, [--] engagements

"@AlphaArkInvest @propshoplife The CEO implied on the Q4 call theyre in advanced discussions with the preferreds. CEO also was granted retention bonus in change of control. Likely a sale in the works. Theres 100m in leverage capacity under current TL covenant and equity dilution limited at a 70m market cap"
X Link 2025-03-21T03:15Z [--] followers, [---] engagements

"@AlphaArkInvest @propshoplife $SUP wouldnt be negotiating w TPG unless a favorable outcome was on the table given the board has discretion to pay the pref. No incentive to do so when they can keep PIKing at an effective 4.5%. Maybe TPG made a buyout offer or pref was restructured so they get some current pay"
X Link 2025-03-21T03:18Z [--] followers, [---] engagements

"@psmber @wolfofharcourt Thank you"
X Link 2025-03-25T12:20Z [--] followers, [---] engagements

"@DeItaone Fink wants you to buy his Blackrock sponsored ETF $IBIT so he can make his 25bps management fees off of you"
X Link 2025-03-31T16:46Z [--] followers, [---] engagements

"Irrational $LAUR is down today -MXN/USD rate at highest since 10/24 (like many currencies today) an earnings tailwind -Immune to rates (net cash) -Repurchasing stock at 8x EV/EBIT -Substantial RE (campus) holdings -Arguably benefits from tariffs (higher ed demand growth in EMs)"
X Link 2025-04-21T16:05Z [--] followers, [--] engagements

"@Mr_Neutral_Man Hermanns is a solid CEO. Owns 20% of $HQI so he must see significant value to offer an all-stock buyout. Turning $TBI into franchise model would fetch a much higher multiple and when the cycle turns back around he'd look brilliant"
X Link 2025-05-13T16:22Z [---] followers, [---] engagements

"$HAT.LN Great acquisition *Paying on 10x pre-tax earnings (5 turns lower than $FCFS) 1.7x NAV for leading share UK pawnbroker *Avg loan $500 6x higher than LatAm comps 2x higher than US) w/ focus on jewelry/gold +75% gain from my flag in April () https://x.com/JPSInvestments/status/1909322346671845861 $HAT.LN Largest UK pawnbroker -7x earnings -0.9x P/B -71% pledgebook margin (15% forfeit 65% LTV 2% interest rate/mo) -1.4x net debt -Rising consumer short term loan needs -Benefits from elevated gold prices (purchasing/scrapping) -Growth through acquisition organic openings"
X Link 2025-05-14T14:17Z [---] followers, [---] engagements

"$IRO.V credit @0xMaxFrancoeur -Microcap (14m USD) cow feedstock supplier -8x earnings (3.5x EV/EBITDA 5.1x EV/EBIT 4.1x P/CFO) -Trading 1x P/B (w/ net cash) -Growing MSD - HSD in stable end-market (taking market share) -Vertically integrated -70% insider ownership -15% ROIC"
X Link 2025-05-25T14:58Z [---] followers, [---] engagements

"$MER.L Leading UK social housing maintenance co. -5x EV/EBITe (3x P/CFO '24) -23% of shares repurchased in 2yrs -3bln order book (20% growth YoY) -Negative NWC w/ net cash pos. -High revenue visibility in LDD/HSD growth end-market -Affordable housing growth tailwind -15% ROIC"
X Link 2025-06-01T23:45Z [---] followers, [---] engagements

"@KyleAdamsStocks $MIND looks highly interesting. Any idea why cash conversion is weak"
X Link 2025-06-07T13:32Z [---] followers, [--] engagements

"$LGCY Impressive growth but low cash conversion -11x EV/EBIT (net cash) -28% organic enrollment growth (ex. acqs) w/ operating leverage -Integrating accretive CCMC acquisition -33% ROIC capital light -Tailwind from skilled medical workforce shortage -High insider ownership/buys"
X Link 2025-06-09T01:55Z [---] followers, [---] engagements

"@lennygrover $MIND looking much more attractive after the unwarranted sell off today"
X Link 2025-06-12T01:21Z [---] followers, [--] engagements

"@realroseceline Yes they are an SSP and DSP and have discussed monetizing the data that sits between those platforms. Competes with $TTD with a focus on CTV"
X Link 2025-06-13T03:58Z [---] followers, [--] engagements

"@TiehackCapital Might not have the most earnings acceleration but checks the rest of your boxes. $CBL https://x.com/JPSInvestments/status/1919412978790568102 $CBL Solid earnings -Reiterate guidance (3.4x 2025e low end FFO) -New 3% buyback authorization -16% implied cap rate (on low end NOI) -$53M add'tl TL paydown -YoY SS occupancy growth of 30bps to 89.4% [---] assets sold above book -All non-recourse financing w/ $9/share in cash https://x.com/JPSInvestments/status/1919412978790568102 $CBL Solid earnings -Reiterate guidance (3.4x 2025e low end FFO) -New 3% buyback authorization -16% implied"
X Link 2025-07-12T17:50Z [---] followers, [---] engagements

"@Fierce__beast Thanks. PP&E seems quite elevated for a business like this. What are they spending $100m on"
X Link 2025-07-13T12:20Z [---] followers, [---] engagements

"@InvestorCanna Thanks for reading Yes hoping to see that theyve started up buybacks again this year in next quarters filings. Weve only had the $36M from [----] so far but I anticipate a rise soon now that theyve met amo test once again on the term loan"
X Link 2025-07-14T20:57Z [---] followers, [---] engagements

"@InvestorCanna Ty for the thoughts. -Total revs have been flattish since spin in [----] and Corporate segment now close to 70% of revenues total (and growing MSD) -Mgmt indicated return to consolidated growth by [----] last Q -Theyre finding a nice niche in healthcare market with 100%+ retention"
X Link 2025-07-16T03:11Z [---] followers, [---] engagements

"@InvestorCanna The attractiveness of the business is also understated. Sticky revenues high margin high ROIC good end markets. The co. runs itself. I will check $CROX out. $THRY has a similar good co/bad co set up"
X Link 2025-07-16T12:15Z [---] followers, [---] engagements

"$BME.LN Discount retailer -3.1x P/CFO 8x earnings -15% FCF yield -New CEO redomiciling to Jersey to simplify structure enable buybacks -Targeting [--] new stores/yr -New DCs to improve margins -Euro version of $DG $DLTR trade Growing high-income consumer demand for value retail"
X Link 2025-07-22T20:42Z [---] followers, [----] engagements

"@russellgates_ @InvestSpecial Purchased in [----] for egregious $253M. Today: 6.5% cap on the retail = $120M + office worth $500 PSF (no recent $700+ PSF Soho trades). All-in conservative $175M. Some hidden value. Recent buybacks but blew $190M on $ losing acq & still FCF neg.could be cheaper Ty for idea"
X Link 2025-07-23T20:29Z [---] followers, [---] engagements

"@Fierce__beast The Denver asset has a ground lease on it and might have a debt assumption as well so misleading headline. $SCHD HQ probably worth $175 million to maybe $200 Definitely under cost basis but carrying value definitely below expected proceeds. @russellgates_ @InvestSpecial Purchased in [----] for egregious $253M. Today: 6.5% cap on the retail = $120M + office worth $500 PSF (no recent $700+ PSF Soho trades). All-in conservative $175M. Some hidden value. Recent buybacks but blew $190M on $ losing acq & still FCF neg.could be cheaper Ty for idea https://t.co/GSnRyFNs9z @russellgates_"
X Link 2025-07-26T23:49Z [---] followers, [---] engagements

"@russellgates_ @Calvsams @Fierce__beast @InvestSpecial Nobody underwriting a MF to office conversion at this asset would pay $1000 psf. Max value would be an owner-user or leasing the office space which maybe gets $40-$60 psf And youre capping at maybe 8% cap bc its SoHo Not sure but Im skeptical they can get back their basis"
X Link 2025-07-27T17:17Z [---] followers, [--] engagements

"@dog_in_a_suit $NCMI Would be nice to see some more buybacks. Based on industry commentary should be a strong Q2 but stock hasnt traded that way at all"
X Link 2025-08-05T02:42Z [---] followers, [---] engagements

"$NCMI -$40M net cash -Accelerated Q1 buybacks (2% of shares) + 2.5% divvy = 10% shareholder yield -New Q1 AMC contract enabling sale of 'platinum' spot ads pre-movie dismissed litigation -Analyst proj. 10% rev. growth in '26 should translate to 40% OIBDA growth"
X Link 2025-08-05T16:19Z [---] followers, [---] engagements

"@maninsuitnboots Back of envelope (PF for [--] W 45th Dean YoC 6.5% 250L vacancy) NOI $85m. You need 250L leased to get $100m. Handing keys on 250L its 6.7% cap w/ levered equity upside. Seems mgmt intends to hold Given 3% '31 paper why not. One assumes they've some confidence in leasing it"
X Link 2025-08-07T22:33Z [---] followers, [--] engagements

"@InvestorCanna Mgmt has not revealed terms but no TILCs in 141L renewal. Assuming flat renewal on 141: $33M AFFO - $12M 250L NOI + $9.5M Dean stab NOI = $30M AFFO. Divvy is $14M so 2x covered plus $30M in cash to bridge a shortfall. Interest should drop as they takeout Dean bridge loan"
X Link 2025-08-07T22:57Z [---] followers, [--] engagements

"$PAYS -200%+ growth rate in pharma segment (40% of revs) -Recurring endmarkets -50% share in plasma market -GM expansion (from 55% to 62%) -20x EV/'25e EBITDA +11M net cash guidance excl. $4 Gamma acq. synergies -Customer balance interest income ($2.5m) -36% insider ownership"
X Link 2025-08-11T15:29Z [---] followers, [---] engagements

"@BitMoreLeverage What are your thoughts on $NCMI"
X Link 2025-08-12T11:45Z [---] followers, [---] engagements

"@valuedontlie Definitely an opaque business. Their Sidoti conference pres helped a lot: Started a small position given the mispricing. Their product is not obsolete given $VZ contract extension SoftBank win. But limited pricing power/ competitive make it not a LT hold https://www.youtube.com/live/TTMpjuMZEasfeature=shared https://www.youtube.com/live/TTMpjuMZEasfeature=shared"
X Link 2025-08-18T22:38Z [---] followers, [---] engagements

"@Vinny_Daniel0 @ragingbullcap Goal posts keep shifting: in [----] they made the change from a strict 2% target to an average 2% and now this. The average investor is significantly under allocated to gold with this framework driving Fed decisions"
X Link 2025-08-22T17:27Z [---] followers, [----] engagements

"@2500capital Helpful overview which lead me to pass even with the price drop https://www.cedargrovecm.com/p/ipo-notes-kindcare-learning-center-klc https://www.cedargrovecm.com/p/ipo-notes-kindcare-learning-center-klc"
X Link 2025-08-23T18:48Z [---] followers, [--] engagements

"@ReturnsJourney @SaeschInv $LAUR"
X Link 2025-08-27T17:30Z [---] followers, [---] engagements

"$OMI Pure-play patient direct cap light model -$400-$700M est. disposition of low margin PH&S segment -Proceeds fully devoted to de-leverage -RemainCo (13% margins) trading at 5.0x EV/EBITDA -2025e 5x adj. earnings (3x FCF) -MSD organic growth tailwinds -Maturities in 2029/30"
X Link 2025-09-22T21:33Z [---] followers, [---] engagements

"@NicodemusCap @siyul Any view on sale value for P&HS segment"
X Link 2025-09-28T03:10Z [---] followers, [--] engagements

"@AggieCapitalist @MudlarkCapital Why not look into $ALTG They partner w/ more OEMs more verticals higher inventory turnover CEO with 16% ownership and good acquisition track record trading at 3x levered FCF. $TITN has lots of concentration risk with CNH"
X Link 2024-06-27T02:18Z [---] followers, [---] engagements

"@AggieCapitalist Would be interesting to see $ALTG as a strategic buyer. CEO has been aggressive and smart with new acquisitions and has a large focus on construction. Id much rather own the companies rolling up dealerships in this market than price takers (both are cheap today though)"
X Link 2024-07-31T21:23Z [---] followers, [---] engagements

"@AggieCapitalist Disregard. Thought this was referencing $TITN as they are the dealership partner of $CNH"
X Link 2024-07-31T21:25Z [---] followers, [---] engagements

"Be sure to like and share my latest Seeking Alpha article on Alta $ALTG. https://seekingalpha.com/article/4726885-alta-equipment-overlooked-undervalued https://seekingalpha.com/article/4726885-alta-equipment-overlooked-undervalued"
X Link 2024-10-15T16:00Z [---] followers, [---] engagements

"@CapitalFang @kingdomcapadv Don't think the $12M in $SUP deferred PIK income in a sidecar of a [----] vintage fund would cause any internal panic TPG has no concern for the common shareholder and wants to maximize its payoff (sooner the better) with little interest in owning"
X Link 2025-02-12T02:56Z [--] followers, [---] engagements

"@blondesnmoney Have you ever looked at $CPPTL JCPenny box store liquidation trust selling assets at 8.0% cap $60-70PSF. Would rather own $CBL's diversified in-line tenant base at $30-40psf NNN trading at 14-16% cap w/ non recourse optionality. Clear disconnect on $CBL liq. value as a comp"
X Link 2025-02-13T13:45Z [---] followers, [---] engagements

"@j88win88 Did you look at $LAUR US-listed/managed. Operate [--] campuses in Peru Mexico. 12x earnings 6x EBITDA own their own real estate in Peru net cash high 20%'s EBITDA margin competent mgmt w/ high ownership and 10% CAGR earnings growth targets thru [----]. Buying back stock"
X Link 2025-02-15T02:55Z [--] followers, [--] engagements

"$LAUR -8x EBIT w/ net cash -Growing revs 8-10% (FXN) w/ good operating leverage (30% EBITDA margin) -Growth in high margin online classes -7% shareholder return target in '25 (buybacks no regular divvy) -Negative NWC 40% ROIC -Substantial RE holdings -CEO owns $30m (0.8%)"
X Link 2025-02-21T15:30Z [--] followers, [--] engagements

"@leevalueroach @TrentBlair19 $CCSI -Continued buybacks and deleveraging -Return to consolidated growth expected in [----] -6% GAAP P/E -Highly attractive recurring (70% subscription) revenue base with new product tailwinds https://x.com/jpscapital/status/1892398569027412159s=46 $CCSI Worth $800M - $1Bn MC (50-90% upside) but would be nice to see buybacks -Generating $120M+ CFO -Mgmt addressing leverage ($135M debt red. since Q4'23) -Recurring revs. (100.5%+ retention) -Capex elevated due to new product developments -Flat rev. growth in '25 -6x GAAP P/E"
X Link 2025-02-28T14:49Z [---] followers, [----] engagements

"@gw_investing $HURC"
X Link 2025-03-19T21:37Z [---] followers, [--] engagements

"@Mr_Neutral_Man @blondesnmoney $CLPR looks cheap but very levered. And still some projects in the works. Any risk of dilution here"
X Link 2025-03-21T22:48Z [---] followers, [---] engagements

"5-Minute Value #2: Clipper Realty ($CLPR) NYC Multifamily REIT Equity Stub Trading for [--] cents on the Dollar https://jpinvestments.substack.com/ https://jpinvestments.substack.com/"
X Link 2025-04-02T14:16Z [---] followers, [---] engagements

"@leevalueroach $CLPR"
X Link 2025-04-04T20:13Z [---] followers, [---] engagements

"@askjussi The stock is trading as an equity stub at 6.5% implied cap rate (excluding Livingston assets). With WA mortgage fixed thru [----] and trading at 60-65% discount to NAV $CLPR has very limited downside with significant leverage on NYC rent growth. Great bet"
X Link 2025-04-08T16:30Z [---] followers, [--] engagements

"@kingdomcapadv $CLPR https://x.com/JPSInvestments/status/1907164230106612049 https://x.com/JPSInvestments/status/1907164230106612049"
X Link 2025-04-11T13:29Z [---] followers, [---] engagements

"$CCSI SaaS name caught in $QQQ selling. Let's not overthink it. -5x EV/EBITDA -3.5x GAAP P/E () -3x P/FCF (net of capex SBC interest) -Buybacks de-levering (3x leverage) -100%+ rev. retention serving mostly healthcare market -53% EBITDA margins -Greenblatt would be buying"
X Link 2025-04-21T16:26Z [---] followers, [---] engagements

"$CBL Solid earnings -Reiterate guidance (3.4x 2025e low end FFO) -New 3% buyback authorization -16% implied cap rate (on low end NOI) -$53M add'tl TL paydown -YoY SS occupancy growth of 30bps to 89.4% [---] assets sold above book -All non-recourse financing w/ $9/share in cash"
X Link 2025-05-05T15:24Z [---] followers, [----] engagements

"$CCSI is a beaten-down spinoff executing growth in its high retention enterprise business and de-levering with imminent share buybacks. Trading for 4.5x GAAP P/E. Write-up below and in bio"
X Link 2025-05-08T13:27Z [---] followers, [----] engagements

"$ZD looks interesting. -Lowest valuation in 15+ yrs -Repurchased 10% of s/o in last yr -4x EV/EBITDA 5.5x P/FCF (on low end guide before acqs.) -0.6x net leverage -'Active pipeline' of M&A -Diversified end-markets (mgmt claims 5% affected by AI summary) -OpenAI lawsuit upside"
X Link 2025-05-13T16:03Z [---] followers, [----] engagements

"@Fierce__beast $ZD should trade cheaply but tough to short given share price support (10% ann. buyback last Q) cash position low leverage. Yes earnings could fall w/o M&A but cash generative until then. Last [--] yrs CFO - M&A - capex: '24: +$66M '23: +$201M '22: +$126M '21: +$262M '20: -$77M"
X Link 2025-07-01T21:08Z [---] followers, [--] engagements

"@Fierce__beast Eh cant speak to $TTGT but M&A has supported growth at $ZD. Revenues have doubled in last [--] years and mgmt proved in [----] they can shut off M&A and still generate $200M+ of FCF. Theyve been pretty open about balancing M&A and buybacks"
X Link 2025-07-01T21:59Z [---] followers, [--] engagements

"@atelicinvest Check out my write up on $CCSI $CCSI is a beaten-down spinoff executing growth in its high retention enterprise business and de-levering with imminent share buybacks. Trading for 4.5x GAAP P/E. Write-up below and in bio. https://t.co/G2sFTm8DlU $CCSI is a beaten-down spinoff executing growth in its high retention enterprise business and de-levering with imminent share buybacks. Trading for 4.5x GAAP P/E. Write-up below and in bio. https://t.co/G2sFTm8DlU"
X Link 2025-07-24T20:34Z [---] followers, [---] engagements

"$TZOO looks interesting at these levels. Worth a closer look"
X Link 2025-07-25T21:23Z [---] followers, [---] engagements

"@CapitalFang Pref dilution still an overhang"
X Link 2025-07-30T23:48Z [---] followers, [---] engagements

"Some unexpected revenue acceleration from $ZD. Despite all the goodwill impairments from M&A revenue has been more resilient than the market is pricing in. $ZD looks interesting. -Lowest valuation in 15+ yrs -Repurchased 10% of s/o in last yr -4x EV/EBITDA 5.5x P/FCF (on low end guide before acqs.) -0.6x net leverage -'Active pipeline' of M&A -Diversified end-markets (mgmt claims 5% affected by AI summary) -OpenAI lawsuit upside https://t.co/D542l2M3cX $ZD looks interesting. -Lowest valuation in 15+ yrs -Repurchased 10% of s/o in last yr -4x EV/EBITDA 5.5x P/FCF (on low end guide before"
X Link 2025-08-07T16:49Z [---] followers, [---] engagements

"$CCSI Q2 earnings -$21M FCF (20% yield annualized) -$12M in share buybacks (12% of shares outstanding annualized) -$6M in debt reduction -7% rev. growth in Corporate segment (now 63% of revs) -Adj. net income guidance increased 4% -Trades 5.5x EV/EBITDA https://x.com/JPSInvestments/status/1920470619411402757 $CCSI is a beaten-down spinoff executing growth in its high retention enterprise business and de-levering with imminent share buybacks. Trading for 4.5x GAAP P/E. Write-up below and in bio. https://t.co/G2sFTm8DlU https://x.com/JPSInvestments/status/1920470619411402757 $CCSI is a"
X Link 2025-08-07T21:02Z [---] followers, [---] engagements

"@DV_Situations Great to finally see repurchases at $CCSI. $12M in the quarter. I suspect we'll accelerated debt paydown in Q3 (w/ excess cash) with the refi done and decline in interest exp. Matter of time before market recognizes crown jewel Corporate segment and views the co. as de-risked"
X Link 2025-08-07T21:06Z [---] followers, [---] engagements

"@Blinklebloop Nice to finally see some eyes on $CCSI. The repurchases have begun as mgmt has been indicating. Full yr of consolidated growth to come in '26. Corporate is the crown jewel of this business and mgmt is executing with de-levering buybacks. This is a business that runs itself"
X Link 2025-08-07T21:15Z [---] followers, [---] engagements

"@valuedontlie Ty for idea $SNCR -Customer concentration high -Unsure why debt is so expensive (new TL at 11.5% at pf 2.5x net debt/EBITDA) -Stripping out landline BT loss in [--] business growing 6-7% organic -Mgmt says they can win new logo this yr DD growth in 2-3 yrs -High op. leverage"
X Link 2025-08-08T17:41Z [---] followers, [---] engagements

"@taobanker Have you considered $GRG.L"
X Link 2025-08-14T12:28Z [---] followers, [---] engagements

"$SNCR Asset light white label cloud provider -Midpoint $17M FCF or 4x P/FCF ($33M tax refund received 6/30) -40% of MC in cash -Organic 4-6% growth -Asset light (78% gross 30% ebitda margins) -PF 2.2x net debt/EBITDA -New customer expected by YE (high concentration - AT&T VZ)"
X Link 2025-08-18T14:30Z [---] followers, [----] engagements

"@Fierce__beast Wouldnt think $HQI end markets are really impacted by AI"
X Link 2025-09-01T16:57Z [---] followers, [---] engagements

"$SVV Love the business model but expensive. Worth a follow if it ever drops. -Ares a controlling shareholder -20x pre-tax FCF (after [--] store growth capex) '25e -4%+ SSS '25e [---] new stores (7% of total) -3x levered at 9% wavg. rate dampening FCF -High SBC ($60M last yr)"
X Link 2025-09-02T17:51Z [---] followers, [---] engagements

"$LAUR +65% since my first flag in February. Truly a business that runs itself: high ROIC plenty of enrollment capacity scalable online business no debt EM higher ed tailwinds moat (largest campuses in Mexico Peru) cash flow plowed into buybacksweakening USD helped too $LAUR -8x EBIT w/ net cash -Growing revs 8-10% (FXN) w/ good operating leverage (30% EBITDA margin) -Growth in high margin online classes -7% shareholder return target in '25 (buybacks no regular divvy) -Negative NWC 40% ROIC -Substantial RE holdings -CEO owns $30m (0.8%) $LAUR -8x EBIT w/ net cash -Growing revs 8-10% (FXN) w/"
X Link 2025-09-19T13:52Z [---] followers, [---] engagements

"$LGCY For-profit secondary ed -10x EV/EBIT 24% ROIC -M&A track-record. $20M net cash dilution risk -40% rev. growth in FY25 -Counter () cyclical w/ exposure to vocational ed growth in short staffed medical end-markets (nurses sonography MRI techs etc.) -Insiders own 32%"
X Link 2025-09-29T01:33Z [---] followers, 18.3K engagements

"@valuedontlie Have you looked at $OMI Sale of legacy business to de-lever RemainCo is very cash generative with organic tailwinds in home healthcare. Lots of noise in cash flows right now temporary stranded costs but decent business and some small recent buybacks"
X Link 2025-10-02T21:26Z [---] followers, [---] engagements

"$SNCR Drifting lower -Non-fundamental forced selling from large shareholders ($RILY $MLCI) -Recent contract extensions new customer by YE -3.3x EV/EBITDA 4.5x EV/EBIT (3.4x P/FCF) -Refi complete (2x leverage) large cash position (buyback inflection) https://x.com/JPSInvestments/status/1957450062499287242 https://x.com/JPSInvestments/status/1957450062499287242"
X Link 2025-10-28T16:05Z [---] followers, [----] engagements

"$TZOO -New paid members growing rapidly (sacrificing short term EBIT margins for growth) -- mgmt guiding growth to accelerate -Extremely capital light -$8m net cash position -5x EV/EBIT on reversion to 20% margins -1/3 of shares repurchased since Q1 [----] -43% insider ownership"
X Link 2025-10-29T02:38Z [---] followers, [---] engagements

"$FI Seems like an overreaction (Trading 8x earnings guidance)"
X Link 2025-10-29T14:26Z [---] followers, [---] engagements

"@CapitalFang Thanks. Perhaps interesting if you believe in imminent mattress market recovery but have not seen any such indications"
X Link 2025-11-04T23:08Z [---] followers, [--] engagements

"$SEG Should NYC be this cheap -Burn slowing to $19m/qtr (incl SBC) or $8m/qtr (excl SBC) -14% YoY rev. growth (+13% seq. - seasonality) -$106m in unres. cash + $80m in net proceeds from [---] Water sale by YE (saving $8m/yr interest -0.6x P/B -Leasing momentum not baked in yet:"
X Link 2025-11-11T03:01Z [---] followers, [----] engagements

"$CSR Another MFR REIT alt review play -Class A/B assets in MW/Mtn West (13K units avg. [----] vintage) -Trading 7.7% cap 13.5x P/FFO -WA 3.8% debt w/ 50% of term maturing 2029+ -Recycling into Core/+ high NOI margin assets +60% upside on 6.0% cap T3 valuation (napkin #'s)"
X Link 2025-11-12T19:52Z [---] followers, [---] engagements

"@DadsInvestment @Im_Specter I guess insider ownership is a mitigant here but small company doing lots of M&A and they issued small amount of equity in their CCMCC acquisition so always risk. I own shares anyway - great value nice tailwinds and mgmt seems to be executing"
X Link 2025-11-14T21:38Z [---] followers, [--] engagements

"@FishtownCap What is the delayed tax credit"
X Link 2025-11-25T04:16Z [---] followers, [--] engagements

"@CParyse86296 Implied market cap including class B conversion at 6x outstanding units is $227M. Pref redemption at 1.4x MOIC is $1Bn + $1.4Bn net debt = $2.6Bn.at 9% cost of capital is $216M.vs. $250m normalized earnings so not much margin for safety here Or what am I missing"
X Link 2025-12-01T01:30Z [---] followers, [--] engagements

"@CParyse86296 Thanks for the detailed reply. $SPH cost of capital in high 6's low 7's. What are your thoughts on buying the B shares Wish I discovered this [--] months ago"
X Link 2025-12-01T15:48Z [---] followers, [---] engagements

"@Calvsams @russellgates_ @InvestSpecial Wow much more than I expected. Stock doesnt seem to care. No clue why $SCHL needs to lease back prime SoHo realty at $11M annually"
X Link 2025-12-02T15:26Z [---] followers, [---] engagements

"$SNCR acquired for $9/share 70% premium to yesterdays closing. $SNCR Drifting lower -Non-fundamental forced selling from large shareholders ($RILY $MLCI) -Recent contract extensions new customer by YE -3.3x EV/EBITDA 4.5x EV/EBIT (3.4x P/FCF) -Refi complete (2x leverage) large cash position (buyback inflection) https://t.co/zQv9BDYndm $SNCR Drifting lower -Non-fundamental forced selling from large shareholders ($RILY $MLCI) -Recent contract extensions new customer by YE -3.3x EV/EBITDA 4.5x EV/EBIT (3.4x P/FCF) -Refi complete (2x leverage) large cash position (buyback inflection)"
X Link 2025-12-04T14:59Z [---] followers, [---] engagements

"@siyul $ARE"
X Link 2025-12-11T17:38Z [---] followers, [---] engagements

"$PETS Dont typically look at merger arb but sell-off on Grant Cardones $4.25/share buyout offer is interesting Shares now at 17% discount to Cardones offer and 10% discount to SilverCape offer $55M in net cash on balance sheet so some downside protection as well"
X Link 2025-12-17T14:58Z [---] followers, [---] engagements

"@ToffCap Important to consider AR factoring program here which is $40M in interest expense excluded from operating income (even though debt not shown in balance sheet). I have [----] EBITDA - capex closer to $20M (net of AR interest) so about 17x EV/FCF.good set-up but not crazy cheap"
X Link 2025-12-23T17:05Z [---] followers, [--] engagements

"@Anonymo09273651 @TiehackCapital Seems like a legitimate concern which would immediately impact [----] rents. Particularly relevant given the mark to market opportunity on the large recent Belmont acquisition"
X Link 2026-01-07T16:54Z [---] followers, [---] engagements

"@randysteuart Fair to value based on EBITDA when co acquires to keep revenues flat Capital intensive business in that respect"
X Link 2026-01-18T04:37Z [---] followers, [--] engagements

"@GuyImpatient @DV_Situations Mix of buybacks and debt pay down with next maturity [--]. Recent quarters they have been growing cash balance to prep for the RCF closing. Thats done so cash will unwind in Q4-Q1 as theyve historically held $50-60M less on balance sheethopefully allocated mostly to buybacks"
X Link 2026-01-22T14:21Z [---] followers, [--] engagements

"$NEXN Q2 earnings -Mgmt continues to execute (12% earnings growth YoY) record quarter -Reaffirm guidance (5x EV/EBITDA [--] 10x P/FCF) -Repurchased 6.5% shares in quarter (34% since Mar 22) -Renewed VIDAA exclusivity thru [--] -$131M net cash -Conversion from IFRS to GAAP soon"
X Link 2025-08-13T12:46Z [---] followers, [---] engagements

"Buyback train keeps on rolling $NEXN"
X Link 2025-08-19T22:52Z [---] followers, [---] engagements

"$NEXN Another 0.7% of shares repurchased in August (8% annualized) plus new $20 million share repurchase authorization"
X Link 2025-09-09T13:20Z [---] followers, [---] engagements

"$DAVA starting to look interesting w/ shares in free-fall. -Now trading 10x P/E '26 but stalling growth -13% of shares repurchased in FY [----] -All-time low valuation -Capital light (1% of revs on capex) -Modestly leveraged (2x EBITDA/net debt)"
X Link 2025-09-25T15:44Z [---] followers, [----] engagements

"@siyul How is $CRTO so cheap 3x EV/EBITDA growing revenues and repurchased 10% of shares in 1H [----] with net cash on balance sheet. Whats the catch"
X Link 2025-10-20T03:57Z [---] followers, [---] engagements

"Under the radar. Another $NEXN share repurchase update.acceleration from recent months 1% of shares repurchased in Oct (11% ann.) -Aligned mgmt significant cash position (no debt) -Profitable despite advertising headwinds 3x EV/EBITDA MSD growth.underspending D&A"
X Link 2025-11-05T22:05Z [---] followers, [---] engagements

"@ragingbullcap The only plausible explanation. Hopefully get some positive leasing news on [--] Union Sq this Q"
X Link 2026-02-07T19:09Z [---] followers, [---] engagements

"$TZOO Priced for insolvency ($53M EV) but legacy business has $14M EBIT earnings power w/ recurring membership fee business +135% YTD growth at 90% GMs -Membership fees increased +25% in Dec -Temporary margin compression from growth marketing spend -Core ad revenues unaffected"
X Link 2026-02-09T21:03Z [---] followers, [---] engagements

"$CLPR -NYC multifamily REIT equity stub -10x P/FFO 55% below NAV -91% fixed debt (WA 4% rate [----] mat.) -Dean St. lease-up ($190M asset $9M stab. NOI by '26) -Optionality (non-recourse) on Livingston assets -NYC rent tailwinds attractive tax abatement deal on largest asset"
X Link 2025-04-01T20:12Z [---] followers, [---] engagements

"$CLPR Q1 Earnings [----] Livingston office lease was renewed with no TI's (+$10M NOI I excluded in my original analysis) -$34M cash-out refi on Dean St (NOI to show up in Q2/Q3) -Record revenues -Tradeouts (+15% new +8% renewals) -Sale of [--] W 65th slightly below my expectations"
X Link 2025-05-13T14:21Z [---] followers, [----] engagements

"@TiehackCapital Thanks for sharing. Any idea why $MNPP capitalizes 'below market leases' and 'in-place' leases. I have never seen that before. Also any insight into their marketable securities portfolio worth $71M with an alleged cost basis of $1M"
X Link 2025-05-28T03:08Z [---] followers, [---] engagements

"$CLPR trading stubbornly low despite positive news (141 Livingston renewal cashout Dean St. refi). Napkin math (post Dean St. stab.): -Implied 6.8% cap rate -6.5x P/FFO -55% NAV discount -$360K/MF unit (excl. office) Levered upside to NYC rents. Lowest multiple since IPO"
X Link 2025-06-06T18:26Z [---] followers, [---] engagements

"$NEXN Another 1.3% of shares outstanding repurchased in June (15% annualized) at 5x EV/EBITDA. Still another $140 million in cash remaining on the balance sheet and $16 million on repurchase authorization. $NEXN bought back 2.1% of shares outstanding in May alone (25% annualized) and still has $150 million in net cash on its balance sheet $NEXN bought back 2.1% of shares outstanding in May alone (25% annualized) and still has $150 million in net cash on its balance sheet"
X Link 2025-07-02T14:31Z [---] followers, [---] engagements

"Check out my (free) post on $CBL -Trading at 14% cap rate ($58 PSF) -3.7x P/FFO -21% FCF yield -All non-recourse debt with $9/share in case (leverage in line w peers) -Optionality on cash trapped assets -Buying back shares with 9%+ [----] dividend yield -Retail leasing tailwinds"
X Link 2025-07-14T14:46Z [---] followers, 21.2K engagements

"$CCSI Irrational 15% equity sell-off this week due to Moody's '28 Notes downgrade -New DDTL/facility priced flat to '26 Notes (SOFR+175 or 6%) -Interest exp drops w co. using excess cash to de-lever '26s -Fundamentals unchanged -Can now repurchase '28 Notes at bigger discount"
X Link 2025-07-16T02:39Z [---] followers, [----] engagements

"$CBL Significant sale on unencumbered asset The Promenade which should generate $2/share in cash (likely returned in the form of dividends given the expected corresponding +$50 million gain on sale). Sold at an 8.5% cap lending credence to management's $48/share NAV estimate"
X Link 2025-07-22T20:12Z [---] followers, [---] engagements

"$JCTC -70-yr operating history (1st unprofitable yr since '96 IPO) -0.5x P/TBV (lowest since GFC) -Unused unencum. manu facility for sale at $9m (75% of market cap) carried at $600K -Reduced China supplier exposure 70% -20% RiF in Q3 -Excess inventory mitigates tariffs for now"
X Link 2025-07-28T01:25Z [---] followers, [----] engagements

"$CBL continues to recycle capital from non-core asset sales into performing assets in growing markets through accretive acquisitions using non-recourse financing. Almost all equity from The Promenade sale put to work in this acquisition.should support FFO NOI growth"
X Link 2025-08-02T15:47Z [---] followers, [---] engagements

"$NCMI Capital light cinema ad platform -60% market share -11x '24 EV/EBITDA (80% FcF conv.) -Exclusive 11yr+ contracts w/ AMC Cinemark Regal -'23 restructure eliminated $1B in debt. Now 100% owner of Opco -Significant leverage to recovering box office (40% below '19 levels)"
X Link 2025-08-05T16:08Z [---] followers, [----] engagements

"@taobanker Have not looked into $ABF.L but will check it out. $BME.L is great value with buybacks imminent. $DPP.L is also a nice way to play it"
X Link 2025-08-14T12:33Z [---] followers, [---] engagements

"@ryan_nikodem @siyul Looks like SBC is quite high but still very cheap. I follow $NEXN as well which focuses on programmatic CTV also trading around 3.5x EBITDA with net cash and repurchasing shares. Both seem like good acquisition targets"
X Link 2025-10-20T16:22Z [---] followers, [---] engagements

"$CCSI Q3 out. Still cheap.high quality predictable earnings: -Trading 5.7x P/E (adj. ann. Q4 run-rate) -102% NRR in Corporate -6.1% YoY Corp growth (64% of revenues) -6x EV/EBITDA 7x EV/EBIT -$97M cash - more buybacks would be nice -2.5x levered +36% since my flag in May"
X Link 2025-11-05T21:49Z [---] followers, [---] engagements

"$CBL Long overdue"
X Link 2025-11-05T22:46Z [---] followers, [----] engagements

"$NCMI Great acquisition.going on offense -Solidifies leading cinema ad platform w/ dominant share (72%+ share attendance in top [--] DMAs) -$100-200m/yr in FCF (w/ bloated cap structure) through '19 -Retained screens in restructuring no debt ($340m EV w/ strong '26 box office)"
X Link 2025-11-18T21:10Z [---] followers, [---] engagements

"@valuedontlie $JCTC Fence and gate products. Trading 0.45x NCAV. Holding [--] acre land parcel for sale at $500K book value (probably worth multiples more). Still burning cash and tariff affected"
X Link 2025-11-21T13:48Z [---] followers, [---] engagements

"$HRB Looking interesting. -9x P/E 6.5x 2026e EV/EBITDA on 26% EBITDA margins growing LSD -90% ROIC 100% of FCF return to shareholders -3Y avg divvy + buyback yield: 12%+ -Significant sales from outgoing CEO -Tailwinds: franchise acquisitions IRS suspends free tax tool"
X Link 2025-11-25T03:46Z [---] followers, [----] engagements

"@KyleAdamsStocks $NCMI"
X Link 2025-11-29T02:54Z [---] followers, [---] engagements

"@KyleAdamsStocks $PAYS https://x.com/jpsinvestments/status/1954928058676252995s=46 $PAYS -200%+ growth rate in pharma segment (40% of revs) -Recurring endmarkets -50% share in plasma market -GM expansion (from 55% to 62%) -20x EV/'25e EBITDA +11M net cash guidance excl. $4 Gamma acq. synergies -Customer balance interest income ($2.5m) -36% insider ownership https://t.co/QffWBbNUNl https://x.com/jpsinvestments/status/1954928058676252995s=46 $PAYS -200%+ growth rate in pharma segment (40% of revs) -Recurring endmarkets -50% share in plasma market -GM expansion (from 55% to 62%) -20x EV/'25e"
X Link 2025-11-29T02:57Z [---] followers, [---] engagements

"@ToffCap $NCMI https://x.com/JPSInvestments/status/1952763555180109957s=20 $NCMI Capital light cinema ad platform -60% market share -11x '24 EV/EBITDA (80% FcF conv.) -Exclusive 11yr+ contracts w/ AMC Cinemark Regal -'23 restructure eliminated $1B in debt. Now 100% owner of Opco -Significant leverage to recovering box office (40% below '19 levels) https://t.co/en7LGMM2vl https://x.com/JPSInvestments/status/1952763555180109957s=20 $NCMI Capital light cinema ad platform -60% market share -11x '24 EV/EBITDA (80% FcF conv.) -Exclusive 11yr+ contracts w/ AMC Cinemark Regal -'23 restructure"
X Link 2025-12-01T15:51Z [---] followers, [---] engagements

"@realThomasNiel Congrats on the acquisition. Good call"
X Link 2025-12-04T14:56Z [---] followers, [--] engagements

"@valuedontlie Great call"
X Link 2025-12-04T15:31Z [---] followers, [--] engagements

"@Parth29192 I think so. Big Q4 coming up and great box office numbers from Zootopia. Nice slate of [----] releases so really should be a breakout year. I have a write up in the works on $NCMI. $4 is a great entry price"
X Link 2025-12-04T20:52Z [---] followers, [--] engagements

"$CBL +50% total return since my flag in July -Q3 occ. up +90bps +1% SS NOI growth -New $25M buyback program -1st analyst coverage at $45 PT -Recycling proceeds from Promenade into $180M purchase of 4-mall portfolio -Trading 5.3x P/FFO 14% cap rate -Continued financing wins:"
X Link 2025-12-16T16:51Z [---] followers, [---] engagements

"$CLPR -More insider purchases (50K shares) -Mamdani unlikely to control RGB until [----] (affecting [----] RS rents) -Mgmt anticipates lender consent on 141L shortly -Dean St NOI to show in Q1 -6x P/FFO (assuming handing keys on 250L) 7% cap rate -Levered exposure to NYC rent"
X Link 2026-01-02T15:03Z [---] followers, [---] engagements

"$CLPR 141L lender consent received (no default interest preserves 3.2% IO rate until '31) -Dean St. Flatbush capex rolling off in '26 -Dean St. NOI online in Q4 -Flatbush +20% YoY Q3 NOI growth() w/ ongoing Section [---] reimbursement increases -250L loan mod/re-leasing upside"
X Link 2026-01-05T20:50Z [---] followers, [---] engagements

"@F_Compounders $NCMI $TZOO"
X Link 2026-01-05T21:10Z [---] followers, [---] engagements

"@blondesnmoney Welcome to $CCV.AX club. Probably best publicly traded pawn option out there -4x EV/EBIT -Accretive franchise acquisitions -Value of scrap gold inventory held materially below book value -Expansion into UK market -Potential $EZPW buyout down the line"
X Link 2026-01-09T00:21Z [---] followers, [---] engagements

"$NCMI -5x 2026e EV/OIBDA -70% market share in cinema advertising -13+ year contracts with AMC Regal Cinemark -Capex 2% of revenues 100% cash conversion -$100M share repurchase authorization (30% of market cap). 6% buybacks TTM -67% incremental margin on attendance growth"
X Link 2026-01-15T15:28Z [---] followers, [---] engagements

"@PhillipsRelic This language proves that recent $NCMI sell off and broader exhibitor volatility is just market overreacting to fears that $WBD distribution model changes under $NFLX ownership (which I also view as unlikely to go through)"
X Link 2026-01-21T02:58Z [---] followers, [---] engagements

"$NFLX has repeatedly stated it will keep $WBD releases theatrical - market ignoring this key point. Vol on this news allows opp to buy $NCMI & exhibitors. [--] impact on short term earnings In unlikely event deal goes through DOJ may require 10+ yrs of theatrical releases from WBD https://t.co/lLXujPuv3q https://t.co/lLXujPuv3q"
X Link 2026-01-21T03:11Z [---] followers, [---] engagements

"@ClarkSquareCap $NCMI 70%+ cinema ad market share w 10-yr exclusivity w/ [--] major exhibitors -5.5x 2026e EV/OIBDA -70% incremental margins on attendance growth -10% TTM shareholder yield ($100M buyback program- 1/3 of market cap) -2-3% of rev. in capex -Nov. acquisition of #3 player at 4.5x OIBDA"
X Link 2026-02-09T21:50Z [---] followers, [----] engagements

"@valuedontlie How much do you think the Electrical segment is worth Doing $500-$600M in adj. operating income last couple years - worth 10x"
X Link 2026-02-11T12:46Z [---] followers, [--] engagements

"$CCSI Strong Q4 Earnings. Finally working+21% YTD against broad sell off in SaaS names -Guiding to consolidated revenue growth for first time since spin -350K shares repurchased in Q4 (7.2% annualized) -Corporate segment revenue growth accelerating to nearly double digits (now 2/3 of revenues)102% net revenue retention -4.5x 2026e adjusted EPS (assumes no buybacks deleveraging) -3x gross debt to EBITDA target hit -Mgmt to ramp up share repurchases in [----] -Multimillion Clarity AI product revenue accelerating https://twitter.com/i/web/status/2021618596489593002"
X Link 2026-02-11T16:13Z [---] followers, [---] engagements

"@DV_Situations Another $30M in FCF likely in Q1 and $75M in cash on balance sheet so $105M in cash to put to work through repurchases (20% of market cap). Mgmt executing operationally well. Just needs few good quarters of buybacks to squeeze this even higher"
X Link 2026-02-11T16:16Z [---] followers, [--] engagements

"Big positive move from $CLPR today and +17% in the past week on high volume. No new filings so perhaps some news on Livingston or some big buyer ahead of earnings"
X Link 2025-07-18T13:50Z [---] followers, [---] engagements

"$CLPR Q2 earnings -Record NOI (+5% YoY) FFO (+18% YoY) [----] Livingston lease renewal confirmed [----] Livingston vacancy upcoming can walk away non-recourse -Dean St. in lease up (33% occ.) -Renewal tradeouts +6% -4.5x P/AFFO 6.5% cap rate https://x.com/JPSInvestments/status/1922296058614288889 $CLPR Q1 Earnings [----] Livingston office lease was renewed with no TI's (+$10M NOI I excluded in my original analysis) -$34M cash-out refi on Dean St (NOI to show up in Q2/Q3) -Record revenues -Tradeouts (+15% new +8% renewals) -Sale of [--] W 65th slightly below my expectations"
X Link 2025-08-07T21:57Z [---] followers, [----] engagements

"$CLPR goes ex-dividend tomorrow at 2x covered 9.5% dividend. Still nearly 20% of market cap in cash. It pays to wait"
X Link 2025-08-20T16:07Z [---] followers, [---] engagements

"$CLPR Small insider purchase from CEO. His first open market purchase of shares since April 2020"
X Link 2025-08-25T00:47Z [---] followers, [----] engagements

"$CLPR NEW: Monthly data are out on rents in NYC. Avg for market rate units as of Jan [--] (w/ increase over past year) Manhattan: $5711 (+11.3%)All-time high Brooklyn: $4264 (+7.5%) NW Queens: $3997 (+10.6%)All-time high Latest sign of the urgent need for NYC to build vastly NEW: Monthly data are out on rents in NYC. Avg for market rate units as of Jan [--] (w/ increase over past year) Manhattan: $5711 (+11.3%)All-time high Brooklyn: $4264 (+7.5%) NW Queens: $3997 (+10.6%)All-time high Latest sign of the urgent need for NYC to build vastly"
X Link 2026-02-12T21:02Z [---] followers, [---] engagements

"NEW: Monthly data are out on rents in NYC. Avg for market rate units as of Jan [--] (w/ increase over past year) Manhattan: $5711 (+11.3%)All-time high Brooklyn: $4264 (+7.5%) NW Queens: $3997 (+10.6%)All-time high Latest sign of the urgent need for NYC to build vastly more housing and especially affordable housing"
X Link 2026-02-12T19:07Z 103.4K followers, 516K engagements

"Link (free) in bio"
X Link 2026-01-15T15:30Z [---] followers, [---] engagements

"$SNCR Buyout here. Lumine Group to Acquire Synchronoss Technologies Under the terms of the agreement Lumine Group will acquire Synchronoss for a purchase price of approximately $116.4 million (based on a cash price of $9.00 per share)"
X Link 2025-12-04T14:05Z [----] followers, [---] engagements

"$TZOO -Trading 6-7x earnings on Q3 implied Premium ARR w/ normalized marketing spend ($35M/yr) -Member fees growing 35% sequentially () w/ elevated marketing spend -Incremental ARR CAC by 1x+ -86%+ gross margins -$9M in net cash negative NWC -Stable advertising revenue"
X Link 2025-12-03T15:48Z [---] followers, [---] engagements

"$CBL Long overdue"
X Link 2025-11-05T22:46Z [---] followers, [----] engagements

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