@LDiscernment Avatar @LDiscernment Kairos Investment Research ♟️

Kairos Investment Research ♟️ posts on X about $nu, $apg, acquisition, $dfh the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

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

CreatorRank Line Chart

Social Influence

Social category influence finance 77.19% stocks 51.75% countries 9.65% cryptocurrencies 2.63% technology brands 1.75% currencies 0.88% exchanges 0.88%

Social topic influence $nu 18.42%, $apg 9.65%, acquisition #1033, $dfh 7.89%, $tic 7.02%, business 7.02%, $acpwa #3, $qxo #14, $ftai #23, has been 4.39%

Top accounts mentioned or mentioned by @joinyellowbrick @capstackcapital @jordonezjr @sempiternoinv @simeonresearch @rhbraathu @valueinvest12 @fcompounders @johnhuber72 @returnoncap @toffcap @speedwellllc @borrowedideas @kairosresearchnotep166777142utmsourcenotesshareactionr739h3 @erikrnf @lonewolftwit58 @davidkatunaric

Top assets mentioned NuCypher (NU) APi Group Corporation (APG) Dream Finders Homes, Inc. (DFH) Acuren Corporation (TIC) QXO, Inc. Common Stock (QXO) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) ContextLogic Inc. (LOGC) CSW Industrials, Inc. (CSW) Ategrity Specialty Insurance Company Holdings (ASIC) Kinsale Capital Group, Inc. (KNSL) Vistra, Corp. (VST) Constellation Energy Corp (CEG) MercadoLibre Inc (MELI) Builders FirstSource, Inc. (BLDR) NVR, Inc. (NVR) Skyward Specialty Insurance Group, Inc. (SKWD) Aaon Inc (AAON) EquipmentShare.com Inc Common Stock (EQPT) Alliance Laundry Holdings Inc. (ALH) Crane Holdings, Co. (CR) NRG Energy Inc (NRG) FirstService Corporation Common Shares (FSV) CoStar Group, Inc. (CSGP) Alphabet Inc Class A (GOOGL) CSW Industrials, Inc (CSWI) Oscar Health, Inc. (OSCR) BBB Foods Inc. (TBBB)

Top Social Posts

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

"Define Value investing. Value investing is dead. Value investing remains dead. And we have killed it. After years in what can be now called one of the worstr period for value investing many investors have packed their bags and called it quits. by @jordonezjr https://t.co/kPL0e0hPFV https://t.co/aQMNno8ZMx Value investing is dead. Value investing remains dead. And we have killed it. After years in what can be now called one of the worstr period for value investing many investors have packed their bags and called it quits. by @jordonezjr https://t.co/kPL0e0hPFV https://t.co/aQMNno8ZMx"
X Link 2026-01-24T21:49Z [----] followers, [----] engagements

"$ACP.WA releases [----] letter to shareholders. https://inwestor.asseco.com/en/about-asseco/press-releases/letter-from-the-chairman-of-the-supervisory-board-of-asseco-poland-sa-to-shareholders-5649/smclient=b58d950d-f2b7-11ef-ab4f-40a6b73c97e4&utm_source=salesmanago&utm_medium=email&utm_campaign=NEWSLETTR_IR_ENG https://inwestor.asseco.com/en/about-asseco/press-releases/letter-from-the-chairman-of-the-supervisory-board-of-asseco-poland-sa-to-shareholders-5649/smclient=b58d950d-f2b7-11ef-ab4f-40a6b73c97e4&utm_source=salesmanago&utm_medium=email&utm_campaign=NEWSLETTR_IR_ENG"
X Link 2026-01-23T14:45Z [----] followers, [---] engagements

"$LOGC advances US Salt acquisition and launches Fully Backstopped $115 Million Rights Offering Priced at $8.00 per share https://www.ir.wish.com/node/11966/pdf https://www.ir.wish.com/node/11966/pdf"
X Link 2026-01-23T16:36Z [----] followers, [----] engagements

"Managing opportunity cost is much harder than Buffett makes it sound. Answering the question is this the optimal place for my money is an art"
X Link 2026-01-24T01:14Z [----] followers, [---] engagements

"$APG completes acquisition of CertaSite"
X Link 2026-02-03T14:30Z [----] followers, [---] engagements

"$ACP.WA down bigly today -15% . Not exactly sure why. If the facts haven't changed I may add"
X Link 2026-02-04T15:10Z [----] followers, [----] engagements

"This probably explains the recent sell-off in $ACP.WA. Asseco is in a dispute with a large pension fund who owns 9% in Asseco and wants to retire 3% of the treasury shares. But those shares are supposed to be used to align CEO Adam Goral. The market is reacting poorly because alignment is a big part of the Asseco thesis. Could this have anything to do with $ACP.WA's crash yesterday https://t.co/8e9nhfpOWT Could this have anything to do with $ACP.WA's crash yesterday https://t.co/8e9nhfpOWT"
X Link 2026-02-05T15:43Z [----] followers, [----] engagements

"Here is my latest article in Tasmea $TEA.AX Tasmea is a founder-led industrial services compounder that crossed a scale inflection but healthy skepticism around the recent acquisition has the stock down 25%. I don't own it but am tempted. https://open.substack.com/pub/kairosresearch/p/tasmeautm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/kairosresearch/p/tasmeautm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-02-10T01:55Z [----] followers, [----] engagements

"$QXO is buying Kodiak Building Partners for $2.0 billion of cash and [----] million shares with QXO retaining the right to repurchase the shares at $40 per share. Kodiak is a decentralized building materials acquisition and investment firm. The company did $2.4 billion revenue in [----]. Their portfolio is diversified (40 companies [--] states) specializing in lumber gypsum construction supplies and kitchen interiors. https://s204.q4cdn.com/433193842/files/doc_news/2026/Feb/11/PDF-Final-PR_Kodiak_announcement_2-11-26_.pdf"
X Link 2026-02-11T14:00Z [----] followers, [----] engagements

"A few thoughts on $QXO s Kodiak deal. First The valuation is decent for building products distribution at 0.94x sales most fall between 0.7x-1.3x sales with EBITDA multiples around 7x11x. They didnt disclose EBITDA So we have to estimate. Kodiak does more value added stuff (trusses fabrication installs) so EBITDA margin is probably mid-single to high-single digits (8-12%) 8% = $192m 10%= $240m Per usual they expect integration to be margin accretive (scaled procurement network optimization AI-powered inventory management and other tech-enabled operating efficiencies) So if its 8% Brad can"
X Link 2026-02-11T14:39Z [----] followers, [---] engagements

"Here is my latest update of $FTAI and $QXO. I discuss FTAI Power and FTAIs valuation along with QXO and some of the potential acquisition targets. QXO will likely announce another deal soon. https://open.substack.com/pub/kairosresearch/p/ftai-power-and-qxos-next-aquistionr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/kairosresearch/p/ftai-power-and-qxos-next-aquistionr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-20T20:22Z [----] followers, [----] engagements

"Founder: We havent exited yet. Government: But you could. Founder: Government: Thatll be 36%. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-14T01:39Z [----] followers, [----] engagements

"$TIC completes merger with $NVEE This combination enhances our recurring revenue base unlocks compelling cross-sell potential and sets us up for long-term growth as a leading North American player in our sector - Tal Pizzey"
X Link 2025-08-04T20:39Z [----] followers, [----] engagements

"$ALH is a commercial/industrial laundry machine manufacturer (think laundromat) Just went public. Industry tailwinds are currently coming from growth in hotels multi-unit housing and healthcare. Resilient business model with somewhat predictable replacement cycles. Revenue growing at 16% Roughly 15x EBITDA by my estimation. CEO owns 5.6% of the company https://twitter.com/i/web/status/1988998162426785861 https://twitter.com/i/web/status/1988998162426785861"
X Link 2025-11-13T15:51Z [----] followers, [----] engagements

"$DFH releases its way long overdue [----] shareholder letter"
X Link 2025-12-29T23:24Z [----] followers, [----] engagements

"@Sempiterno_Inv @SimeonResearch_ Here's a few names I own already. Some are probably already stretched on valuation. $APG $TIC $CSW $FTAI $QXO $LOGC (small cap)"
X Link 2026-01-07T15:26Z [----] followers, [---] engagements

"Here is my most recent write up on ContextLogic $LOGC https://open.substack.com/pub/kairosresearch/p/contextlogicutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/kairosresearch/p/contextlogicutm_campaign=post-expanded-share&utm_medium=web"
X Link 2026-01-13T16:21Z [----] followers, [----] engagements

"$ASIC Ategreity is an interesting specialty e&s insurer that recently went public. Similar to $KNSL the company only writes policies in the e&s market but they target small business and are more tech focused. Founded by Stuart Zimmer an industry veteran and ceo and PM of Zimmer Partners and Zimmer Financial Services Group. Zimmer controls the company with over 80% ownership. Company is growing net premiums at 20%+. I may dig in a bit deeper when I have some more time. https://twitter.com/i/web/status/1953275080324333764 https://twitter.com/i/web/status/1953275080324333764"
X Link 2025-08-07T02:00Z [----] followers, 10.1K engagements

"$FTAI was a good bet at $150 I'm late to the game here but I recently went long $FTAI ($150). I had heard chatter about the name previously but was unfamiliar with the industry. After studying Crane Co I accidentally discovered FTAI and realized the inherent advantages in the aircraft parts industry. I'm late to the game here but I recently went long $FTAI ($150). I had heard chatter about the name previously but was unfamiliar with the industry. After studying Crane Co I accidentally discovered FTAI and realized the inherent advantages in the aircraft parts industry"
X Link 2026-01-06T19:54Z [----] followers, [----] engagements

"With FTAI power $FTAI is diversifying revenue and hedging against its heavy reliance on CFM56 aftermarket demand (vulnerable to fuel-price spikes supply-chain shifts and tech transitions) https://aviationweek.com/mro/emerging-technologies/mro-memo-ftai-pitches-cfm56-power-ai-boom https://aviationweek.com/mro/emerging-technologies/mro-memo-ftai-pitches-cfm56-power-ai-boom"
X Link 2026-01-11T20:33Z [----] followers, [----] engagements

"I'll be releasing a quick update on both $FTAI and $QXO soon it will detail FTAI Power and QXO's next potential acquisition"
X Link 2026-01-16T14:42Z [----] followers, [----] engagements

"@RHBraathu Yea absolutely. I'm very interested to see if he goes big or goes for a few mid sized deals"
X Link 2026-01-20T23:53Z [----] followers, [--] engagements

"@value_invest12 Taxing unrealized gains is like Venmo sending you a Reminder: You might receive money someday. Amount due: 36%"
X Link 2026-02-14T02:08Z [----] followers, [---] engagements

"$NU Its fun watching $NU successfully pull of the classic low end disruption play. [--]. Pick off the low hanging fruit the customers that incumbents dont value. [--]. Establish yourself and your brand. [--]. Start taking the fruit from the top of the tree the high value customers. $NU enters the travel segment by launching the "Global Account" for high-income customers. In partnership with Wise Platform users can transfer & host deposits between Brazilian Real USD & Euros at extremely low exchange fees along with MANY more perks all 100% on Nu's app $NU enters the travel segment by launching the"
X Link 2024-04-09T00:54Z [----] followers, [----] engagements

"$NU If I had to choose one thing that gives me confidence in $NU s future it would be the large and growing cohort of customers who use $NU as their primary account. 61% of now use it as their primary account. A primary account is defined as one where at least 50% of monthly post tax income is transferred out of the account in a given month excluding self transfers. These primary banking customers are the ones that usually stick around and tend to adopt other products driving ARPAC higher"
X Link 2024-04-13T16:10Z [----] followers, [----] engagements

"$NU Nubanks net interest margin would have been 19.2% rather than 18.3% had it not been for The Brazilian governments Desenrola debt renegotiation program that negatively impacted their interest expense line"
X Link 2024-04-20T15:58Z [----] followers, [----] engagements

"$NU This is under appreciated by investors in my opinion. The trend is towards digital and NuBank is leading the way in full digital adoption. Its true that certain countries may be more reluctant than others to adopt digital banking but ultimately the trend is only going one way. Towards digital. Latin America doesnt seem to be very reluctant at all but instead they seem to be excited to adopt digital banking. This is made evident by how $NU has increased their customer base by 25X since [----]. Further more its even more evident in how quickly users are using NU as their primary bank account"
X Link 2024-04-27T23:35Z [----] followers, 24.2K engagements

"$NU Ok so NuBank has [---] million customers but thats not what impresses me. What impresses me is how satisfied their customers are. $NU s NPS is almost three times higher than their competitors. This is also evidenced by their increasing engagement"
X Link 2024-05-09T00:31Z [----] followers, [----] engagements

"$NU NuBanks efficiency ratio reached another low. Its Amazing how the cost structure of some cloud based businesses cause them to suddenly display radical operating leverage. In [----] $0.91 out of each dollar in $NU s interest income went to operating expenses. Just a few years later only $0.32 out of each dollar"
X Link 2024-05-19T21:28Z [----] followers, [----] engagements

"$NU NuBank has the best IR material Ive come across. They clearly show what an investor wants and needs to know about the business. This is because the insiders are owners. The IR materials are created by owners for owners. Who doesn't love a few $NU slides https://t.co/cK3ARz4xMS Who doesn't love a few $NU slides https://t.co/cK3ARz4xMS"
X Link 2024-05-27T15:54Z [----] followers, [----] engagements

"$VST $CEG $NRG $VST Vistra Energy has been on a tear recently up almost 330% in the past year. Some other names as well. I borrowed the idea from Howard Marks portfolio a few years ago. Needless to say its turned out far better than expected. Heres the reasons its outperformed🧵"
X Link 2024-05-27T17:49Z [----] followers, 144.3K engagements

"Ai driven companies are looking for reliable quick solutions for power and they dont see regulated utilities filling the bill. Instead theyre turning to IPPs like $VST or $CEG and more traditional fuel sources like nuclear and natural gas"
X Link 2024-05-27T17:49Z [----] followers, [----] engagements

"$MELI I know Im late to the party on this one but the more I watch $MELI the more Impressed Ive become. Ive been considering taking a small position. The growth is fantastic. Margins are expanding ROIC is increasing and it appears to be relatively cheap on FCF basis like 18x TTM FCF. Am I missing something"
X Link 2024-05-28T00:57Z [----] followers, [----] engagements

"$BLDR Ive had my eye on Builders FirstSource for a while now. As a contractor in my day job I use their products often. Just like $DFH I think $BLDR is a premium company in a tough market. Heres a summary $BLDR 🧵"
X Link 2024-06-10T15:28Z [----] followers, [----] engagements

"$NU NuBanks investment customers continue to grow rapidly now with [--] million customers signed up. Although not a meaningful part of their operations I think Nuinvest has potential. Historically the culture in Brazil and some parts of LATAM is not nearly as investment oriented as America or Europe. Saving and compounding capital just isnt embedded into the culture. This is because of higher interest rates inflation less financial literacy and poor capital allocation on the part of corporations. My hope is that the combination of a new class of entrepreneurs in LATAM and more educated retail"
X Link 2024-06-14T15:02Z [----] followers, [----] engagements

"$NU $MELI Not only does Mexico having the highest unbanked population in Latin America only 12% of Mexicans have access to credit. Bullish. The Mexico Unbanked Opportunity Visualised Only 49% of adults in Mexico have access to a bank account leaving around [--] million unbanked customers. Strong growth driver for $NU $MELI https://t.co/1ECNERiu8s The Mexico Unbanked Opportunity Visualised Only 49% of adults in Mexico have access to a bank account leaving around [--] million unbanked customers. Strong growth driver for $NU $MELI https://t.co/1ECNERiu8s"
X Link 2024-06-26T00:49Z [----] followers, [----] engagements

"$FSV Firstservce is a very interesting platform serial acquirer thats consolidating a few niche industries. The biggest one that stands out to me is the restoration industry which I actually once worked in. Restorations is a very durable and non-cyclical construction/real estate service that provides remediation and reconstruction services after leaks/floods fires and also provides mold asbestos and biohazard removal. Its mostly paid through insurance claims and its emergency work so the cash flow is actually fairly predictable and certain. Insurance companies may try to haggle with you a bit"
X Link 2024-07-06T23:41Z [----] followers, 13.9K engagements

"$CSGP Costar has acquired quite the portfolio of businesses. Also 96% of their revenue is reoccurring derived from subscriptions that provide various entities in the real estate industry with info and analytics"
X Link 2024-07-09T16:10Z [----] followers, [----] engagements

"$SKYH Sky Harbour is essentially a build to rent luxury aviation hanger developer. But whats interesting is how their hanger prototype has been designed. [--]. Its door threshold is large enough to accommodate modern large private jets. These dont fit in existing hangers. [--]. But also its small enough (group 3) to not need a fire suppression system which is wildly expensive. This is important. Foam fire suppression systems can add 30-40% to the building cost of hangers. They also cost up to $40k each time theyre accidentally set off (which is often) and even more in lawsuits if the customers"
X Link 2024-07-10T14:26Z [----] followers, [----] engagements

"$SKYH In Sky Harbours Q3 [--] quarterly call they said that theyre targeting a 13-15% yield on cost and that they expect the unit economics of the business to enhance as they scale and target more Tier [--] markets. I went over a few scenarios based on rent costs build costs and OpEx numbers theyve disclosed and concluded theyll probably end up doing mid to high teen yield with an average of around 16%. In some Tier [--] markets this could be considerably higher (20% or more) if they can keep construction costs and OpEx down"
X Link 2024-07-17T23:07Z [----] followers, [----] engagements

"$NU NuBank is expected to do around $0.41 EPS for FY [----] That means its trading at 29x forward earnings. Thats not that very high for a dominant fintech growing at 60%+ It wouldnt be hard for NuBank to be doing a few billion in earnings over the next few years IMO"
X Link 2024-07-31T19:38Z [----] followers, [----] engagements

"$NU 🧵 In a year NuBank went from having almost no Mexico and Columbia deposits to $3.5 billion Sure much of this is because they offer attractive interest rates. But the high rates they pay depositors are an investment through which they attract more people to their platform"
X Link 2024-08-16T02:55Z [----] followers, [----] engagements

"@F_Compounders Maybe Im missing something but the savers value village bet doesnt make sense to me"
X Link 2024-08-16T20:12Z [----] followers, [---] engagements

"$NU A clip from the recent NU videocast NuBank co-founder Cris Junqueira explains their viral success in Mexico"
X Link 2024-08-19T20:29Z [----] followers, 18.2K engagements

"$NU $NU s co-founder talking about NuBanks long term plan to expand internationally and offer more than just financial services"
X Link 2024-08-20T20:09Z [----] followers, [----] engagements

"$GOOG 's P/E is near a [--] year low I added a little bit this morning"
X Link 2024-09-09T17:31Z [----] followers, 88.5K engagements

"Amazing book. I highly recommend it. Im going through it for the second time"
X Link 2024-09-15T02:20Z [----] followers, [----] engagements

"@JohnHuber72 Ive been a contractor for years. Ive never had one engineer call for anything other than Simpson. Theyre so deeply entrenched in the mind of engineers and chummy with the IBC and IRC it would seem as if homes couldnt be guilt before Simpson existed"
X Link 2024-09-22T20:47Z [----] followers, [----] engagements

"$NU Nus cloud first model allows them to capture large portions of a growing profit pool at lower costs and share those savings with customers. Cloud economics shared if you will. Nus secured lending starts at rates that are 20-30% lower than the industry. Listen"
X Link 2024-09-23T20:21Z [----] followers, [----] engagements

"$CSWI has been a beast since the spin-off in [----]. Yea its a boring industrial growth co. They acquire plumbing HVAC and lubricant brands. But it aint dumb if it works"
X Link 2024-10-04T22:52Z [----] followers, 37.3K engagements

"$APG $APG is definitely misunderstood at 16x FCF. This is not a construction company its a roll up primarily of low CapEx fire safety businesses that provide annual/ bi-annual inspections that are required by regulators. Im buying"
X Link 2024-10-13T20:44Z [----] followers, 47.4K engagements

"$NU Approximately 94.6% of NuBank employees owned $NU shares or share based incentive awards as of December 2023"
X Link 2024-11-02T15:37Z [----] followers, [----] engagements

"$NU NuBank now has [---] million customers in Brazil alone making up 57% of the adult population. Wild. Esta empresa impressionante"
X Link 2024-11-12T15:52Z [----] followers, 10.3K engagements

"$NU Added a [---] million customers this quarter. Total NU customers reached [-----] million. Deposits up 60% yoy Revenues up 56% yoy Adjusted Net income up 89% yoy $NU up 3.5% after hours"
X Link 2024-11-13T21:30Z [----] followers, [----] engagements

"@returnoncap Great names. But Its rare to get in these things at a reasonable price. Multiples have all more than doubled over the last 10Y. The odds of them doubling again going forward are low. If youre soley relying on EPS growth and no expansion EPS would have to increase a lot"
X Link 2024-11-15T00:12Z [----] followers, [----] engagements

"Been adding to $DFH I realize the residential construction market is likely in for a slow down next year. Regardless $DFH is a great company with premium management favorable long term secular tailwinds and trading at 7-8x forward earnings"
X Link 2024-11-19T16:51Z [----] followers, [----] engagements

"$OSCR Kushner and his firm Thrive Partners have been gobbling up shares of Oscar Health this month. $OSCR has seen huge growth and is expected to be GAAP profitable this year. High inside ownership including Kushner. Also Interesting side b2b (saas) business + Oscar"
X Link 2024-11-23T20:31Z [----] followers, [----] engagements

"$IGIC International General Insurance is an interesting specialty insurance company. Run by the Jabsheh family (dad & son) who have a 34% stake in the company. [--] yr average combined ratio: 86% Underwriting margin: 42% [--] yr average ROE: 14.2% Good track record managing insurance market cycles and shifting mix. Geographically diversified (200 countries) and diversified in the lines of specialty insurance they write (25 lines) Profitability driven and value per share focused. Trades at 1.8x book"
X Link 2024-11-25T00:17Z [----] followers, [----] engagements

"$NU CFO when you look at every single segment in which we play the less affluent the more affluent as well as the total market share we continue to gain new market share at a fairly good pace"
X Link 2024-11-29T21:14Z [----] followers, [----] engagements

"$NU trades at around 24x next years earnings and roughly 6x next years book value (my base case). For now Im not adding. I may revisit if it heads lower"
X Link 2024-12-01T03:08Z [----] followers, [----] engagements

"Acuren Corp is interesting. Its another Martin Franklin SPAC deal. They are working on getting listed on the NYSE. This is similar business model as $APG. Acuren is a roll up of companies providing statutorily required asset integrity services (testing inspections and consulting)"
X Link 2024-12-07T20:26Z [----] followers, 23.2K engagements

"5 takeaways from $DFH long overdue [----] shareholder letter 1/4 🧵 Success for $DFH is defined by compounding book value EPS and intrinsic value for shareholders at above market rates. Acquisition of Crescent Homes is exciting to them as it gave $DFH a foot into new markets and gave them control over an additional [----] lots"
X Link 2024-12-14T15:55Z [----] followers, [----] engagements

"Snatched up some more $DFH this morning. I think the housing market could be slow this year and DFH may not the hottest stock but it remains a quality builder with a long runway"
X Link 2025-01-11T00:26Z [----] followers, [----] engagements

"$TICA 95% of Acurens revenue is recurring. Much higher than $APG which is less than 60%"
X Link 2025-01-15T19:42Z [----] followers, [----] engagements

"$SKYH its absolutely possible (to have [--] campuses in 3-5 years) Im not giving any spoilers but I think it might be possible to exceed that as well -Tal Keinan Emerging growth virtual conference 78"
X Link 2025-01-15T21:09Z [----] followers, [----] engagements

"$TBBB Very high inside ownership. Founder is ex private equity. Fastest growing retailer in Mexico as measured by revenue (30%+) and same store sales (11%). Unique business model in Mexico. EBITDA Margins expanding Only downside: EV/EBITDA 22x"
X Link 2025-01-17T21:01Z [----] followers, [----] engagements

"$IBP isnt looking too bad. High inside ownership successful acquisition strategy oozing FCF. Industry slowdown may provide an opportunity"
X Link 2025-01-23T00:06Z [----] followers, [----] engagements

"The recent acquisition of Liberty Communities by $DFH could be the beginning of a big turning point in efficiency for Dream Finders. It also shows that $DFH is serious about modeling itself after $NVR by introducing integrated manufacturing capabilities into its operations"
X Link 2025-01-28T15:38Z [----] followers, [----] engagements

"$LEN $MRP Lennars REIT spin off Millrose Properties $MRP is live today. Up 8% https://www.thebuildersdaily.com/lennar-completes-millrose-spin-off-as-mrp-lights-up-the-nyse/ https://www.thebuildersdaily.com/lennar-completes-millrose-spin-off-as-mrp-lights-up-the-nyse/"
X Link 2025-02-07T20:56Z [----] followers, [----] engagements

"$DFH is basically flat since going public except revenue has doubled and EPS is up 140%"
X Link 2025-02-10T21:24Z [----] followers, [----] engagements

"$SCZC is a tiny California based bank trading on the otc. Anyone heard of them"
X Link 2025-02-13T17:14Z [----] followers, [---] engagements

"Check out my new write up on $FIHL Fidelis Insurance Group. Specialty insurer trading at 0.7x book value going GWP at a fast clip with a decent capital return program. https://kairosresearch.substack.com/p/fihl-a-cheap-specialty-insurer-tradingr=739h3 https://kairosresearch.substack.com/p/fihl-a-cheap-specialty-insurer-tradingr=739h3"
X Link 2025-02-14T01:45Z [----] followers, [---] engagements

"A study was done that looked at the correlation between levels of information and prediction accuracy in horse racing. It revealed that as information increased prediction accuracy remained the same or slightly worse. But confidence increased universally"
X Link 2025-02-14T20:14Z [----] followers, 14.9K engagements

"1/3 $BUKS is an interesting micro cap. I see that @ToffCap beat me to this one mentioned in January Two segments [--]. Aviation parts: 19% growth q3 flowing from Avcon Industries Inc. (aircraft mods) and BNC (defense) [--]. Casino management -Cyclical slow growth (-1% q3 yoy)"
X Link 2025-02-22T21:04Z [----] followers, [----] engagements

"1/4 $ASAI is sort of the Costco of Brazil. I've been there a few times when we visited my wife's family They are the largest and fastest growing pure play cash and carry in Brazil. Around [---] stores. Serving [---] million businesses and individuals Revenue is up 16x in [--] years"
X Link 2025-02-28T00:48Z [----] followers, 14.8K engagements

"$APG Martin Franklin has a knack for improving the businesses he is involved in. There is still more runway for margin expansion FCF conversion and recurring revenue at $APG Im also excited to see how the team at $TIC Acuren executes"
X Link 2025-02-28T01:46Z [----] followers, [----] engagements

"1/4 I recently took a position in $ACP.WA because it's reasonably priced and inheriting some $CSU.TO DNA via a 25% TSS (Topicus) investment. I've watched the Constellation kingdom expand over the years and never took a position because its always out of my value sweet spot"
X Link 2025-03-12T17:55Z [----] followers, [----] engagements

"Excellent episode. $DFH is one of my biggest positions. Zulupski is one of kind. Home building is likely in for a tough year which is why great management is key in navigating. 🎙New Podcast Dropped 🔺🔺🔺 Updates on Dream Finders Homes and Floor & Decor plus: 🔹 How $DFH decentralized operating model is similar to Constellation Software 🔹 Why use ROE over ROIC 🔹 Founder Operator vs Manager differences via $FND Links https://t.co/giJ2nUEDJj 🎙New Podcast Dropped 🔺🔺🔺 Updates on Dream Finders Homes and Floor & Decor plus: 🔹 How $DFH decentralized operating model is similar to"
X Link 2025-03-20T15:04Z [----] followers, [----] engagements

"Just finished my article on Asseco Poland $ACP.WA https://open.substack.com/pub/kairosresearch/p/asseco-polandr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/kairosresearch/p/asseco-polandr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-03-26T01:34Z [----] followers, [----] engagements

"$DFH Patrick Zulupski's stake in DFH is 97% + of his net worth and 1400x his base salary. To top it off his family and friends are also heavily invested. He is either gifted or insane. Im betting on the former"
X Link 2025-03-27T01:22Z [----] followers, 11K engagements

"@joinyellowbrick I cant imagine him leaving [---] B to his lieutenants to deal with. Its hardly manageable"
X Link 2025-04-04T19:49Z [----] followers, 39.9K engagements

"$TWFG Thats skin in the game alright. TWFG is a newly public Texas-based insurance broker. Founder is a stud launched his company in [----] with 10k in capital. You can read his bio below. https://twfg.com/blog/2014/12/profile-richard-gordy-bunch https://twfg.com/blog/2014/12/profile-richard-gordy-bunch"
X Link 2025-04-30T19:47Z [----] followers, [----] engagements

"In [----] Dwight Schar CEO of $NVR owned [------] shares of NVR which was 6.8% of the company. By [----] he had sold 45% of his shares and yet his interest had grown to 8.4% of the company. No one did buybacks quite like NVR"
X Link 2025-05-12T17:21Z [----] followers, 11.1K engagements

"$NU is a trip. Efficiency ratio has been cut in half since I first started buying. Cloud economics"
X Link 2025-05-14T00:00Z [----] followers, [----] engagements

"$BLDR is a cannibal"
X Link 2025-05-22T19:55Z [----] followers, 22.3K engagements

"$ULS UL Solutions is under-followed. I pitched it in January. It's up 44% since. I underestimated it. The company has high return on capital moat pricing power very low tariff risk because testing and certification don't require any materials. https://open.substack.com/pub/kairosresearch/p/ul-solutionsr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/kairosresearch/p/ul-solutionsr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-05-23T18:49Z [----] followers, [----] engagements

"Here is my latest article on the Acuren-NV5 merger $TIC $NVEE Summary: I'm long https://open.substack.com/pub/kairosresearch/p/acuren-nv5-mergerr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/kairosresearch/p/acuren-nv5-mergerr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-05-29T01:37Z [----] followers, [----] engagements

"$SKWD is up 79% since I took a position and wrote about it last May. It's not an "AI generational [---] bagger" It's just a no-name specialty insurer that's growing nicely and had a decent staring valuation. Didn't need to be a CFA to spot this one"
X Link 2025-06-03T01:26Z [----] followers, [----] engagements

"$APG has incredible margin improvement at the branch level from Inspection-first implementation"
X Link 2025-06-19T15:20Z [----] followers, [----] engagements

"Im happy to see $APG get more coverage from analysts like @Speedwell_LLC and @borrowed_ideas At the same time Im bummed that $APG is getting so much attention the cat is out of the bag. $TIC however is basically unknown to most analysts and investors"
X Link 2025-06-24T17:56Z [----] followers, 10.6K engagements

"$SSD It's underestimated how deeply Simpson Manufacturing is embedded into the construction industry. Below is part of a set of building plans for a potential client calling for Simpson hardware. I've never used anything else I've never seen a competitors product in real life because hardly even exist. https://twitter.com/i/web/status/1939128165450031107 https://twitter.com/i/web/status/1939128165450031107"
X Link 2025-06-29T01:05Z [----] followers, 18.2K engagements

"Latest update/article on $APG Laying out a reasonable path to $75 + per share. I know I'm a broken record on this one. But I promise after this I will stop talking about API for at least a few hours maybe even days. https://open.substack.com/pub/kairosresearch/p/api-group-a-reasonable-path-to-75r=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/kairosresearch/p/api-group-a-reasonable-path-to-75r=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-06-30T01:17Z [----] followers, [----] engagements

"$BEEP is interesting Parking infrastructure owner in midwest and southwest. NAV is $7+ per share. Stock trades at $4.50"
X Link 2025-07-02T19:39Z [----] followers, [----] engagements

"$AAON has a very particular competitive advantage. They operate the worlds best and most innovative HVAC manufacturing and research facilities. They can mass produce highly differentiated HVAC units on one single production line"
X Link 2025-07-12T00:48Z [----] followers, [----] engagements

"Here is my latest article on $AAON A unique and innovative HVAC manufacturer that is down 47% from ATH https://substack.com/@kairosresearch/note/p-166777142utm_source=notes-share-action&r=739h3 https://substack.com/@kairosresearch/note/p-166777142utm_source=notes-share-action&r=739h3"
X Link 2025-07-16T15:27Z [----] followers, [----] engagements

"$NVEE $TIC Most of NV5 and Acurens competitors trade at 12-14x EBITDA. $TIC Trades at 11x (350 million post-synergy EBITDA) IF all goes well it will trade closer to competitors. $APG went from 10x to 16x+ over a few years after the Chubb deal and a change in revenue mix"
X Link 2025-07-24T21:19Z [----] followers, [----] engagements

"$APG Revenue growth of 15.0% and 8.3% organic Net income $77 million yoy growth of 11.6% EBITDA of $272 million yoy growth of 17.7% EBITDA margin expansion of [--] basis to a record 13.7% Raising full-year guidance for net revenues and adjusted EBITDA I dont own enough"
X Link 2025-07-31T13:23Z [----] followers, [----] engagements

"Here is my latest article on Lindbergh $LDN.MI A tiny Italian company with a few niche businesses growing a fast clip reasonably valued with great management. https://open.substack.com/pub/kairosresearch/p/lindbergh-ldnmir=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/kairosresearch/p/lindbergh-ldnmir=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-08-05T00:40Z [----] followers, [----] engagements

"@erik_rnf @LoneWolfTwit58 Same"
X Link 2025-08-11T19:08Z [----] followers, [---] engagements

"$NU just continues to win and take market share"
X Link 2025-08-14T22:33Z [----] followers, [----] engagements

"In [----] $AMZN passed $LOW in terms of home improvement retail market share. Now knocking on $HD s door. $HD has 26% of the market and $AMZN is not far behind at 18%. Must say this was surprising to me"
X Link 2025-08-24T13:38Z [----] followers, 10.8K engagements

"$TGH.V Tornado Infrastructure is interesting. Although it's already a [--] bagger. It sells Hydrovac trucks which are becoming increasingly popular in construction for excavation because they don't run the risk of damaging underground pipes. Company has been crushing it for a few years now. 45% inside ownership. But this one is no secret. 14x forward EBITDA"
X Link 2025-08-27T22:55Z [----] followers, [----] engagements

"Jefferies initiated coverage on Acuren Corp. $TIC with a Buy rating and a $16.00 price target. They cited Acurens potential to expand EBITDA margins by approximately [---] basis points to 18% by [----]. I figured 18.5% - 19% by 2028"
X Link 2025-08-28T13:50Z [----] followers, [----] engagements

"Nothin quite as frustrating as a company that can't simply and clearly explain what they do in an annual report. We empower enterprises to reimagine possibilities by catalyzing paradigm shifts through data-driven insights and robust end-to-end solutions. bro just stop it"
X Link 2025-08-31T23:30Z [----] followers, [----] engagements

"$LGN is interesting. PE backed IPO. Engineering and consulting roll-up with 55% revenue flowing from data centers and life sciences. 20'-24' revenue CAGR of 30%. EV/EBITDA = [--] Competitors Comfort Systems $FIX and Stantec $STN currently trade in the 20x-25x range"
X Link 2025-10-23T14:17Z [----] followers, [----] engagements

"I think investors are pricing in decelerating P&C premium growth over the next few years. I havent looked into $ASIC too deeply but I assume its going to have the same multiple pressures as the rest. Some of these specialty insurance names will still do well over time no doubt ( $KNSL $SKWD $ASIC $IGIC ) but higher p/b ratios cant be justified going forward if premium growth is decelerating. https://www.carriermanagement.com/news/2025/07/24/277692.htm https://www.carriermanagement.com/news/2025/07/24/277692.htm"
X Link 2025-10-26T00:00Z [----] followers, [---] engagements

"Here is my latest report on $CSW industrials. A quality industrial acquirer facing temporary headwinds. https://open.substack.com/pub/kairosresearch/p/csw-industrialsr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/kairosresearch/p/csw-industrialsr=739h3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-11-26T00:47Z [----] followers, [----] engagements

"Tamea has been on my radar. Interesting idea. $TEA.AX: - Provides critical services across Australia - Growing revenue 30%+ - Growing earnings 30%+ - Projecting 30% EPS growth in [----] - 60% insider ownership (and buying more) - 15X [----] earnings - 90% recurring revenues https://t.co/RTTUeXR05q $TEA.AX: - Provides critical services across Australia - Growing revenue 30%+ - Growing earnings 30%+ - Projecting 30% EPS growth in [----] - 60% insider ownership (and buying more) - 15X [----] earnings - 90% recurring revenues https://t.co/RTTUeXR05q"
X Link 2025-11-26T23:31Z [----] followers, [----] engagements

"$FTAI's competitive advantage is that they are the world's largest owner of CFM56 engines. They own billions of dollars worth of engines and a million sq ft. of shop. This is what allows them mix and match module inventory to extend the life of engines. It's also what allows them to launch a new power program converting engines into turbines for power generation. They milk the CFM56 for every last dollar possible and are able to use the engines in a ways that other MRO shops and airlines can't. https://twitter.com/i/web/status/2006099114359169082"
X Link 2025-12-30T20:24Z [----] followers, [----] engagements

"Couple ideas for [----] that I like. They all have something in common they are in the early innings and have a talented management/board and have potential to become quality businesses. $TIC - I own some. This story is still shaping up. Asset integrity business with recurring revenue. Big transformative merger into an inspection and engineering powerhouse. overseen by Martin Franklin. More to come. $LOGC I also own some. David Abrams and a few others are rebuilding LOGC (WISH) as a serial acquirer to monetize $2.9B of NOLs by buying durable cash-generative businesses (starting with US Salt)"
X Link 2026-01-06T20:14Z [----] followers, 13.1K engagements

"@joinyellowbrick Markets are volatile. Subscription revenue is eternal"
X Link 2026-02-01T23:35Z [----] followers, [---] engagements

"@david_katunaric I cant believe it. And guru focus No thanks"
X Link 2026-02-04T18:20Z [----] followers, [---] engagements

"Working on a write up on The Toro Company $TTC Toro has produced a 24% average ROIC for the last decade and increased its dividend every year since the 1980s. The stock recently went on sale due to a slow down in sales and an unexpected non cash goodwill impairment"
X Link 2023-10-13T14:05Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing