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LongTermValue Research posts on X about $dhr, $psix, eps, $sei the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX%
Social topic influence $dhr 15.79%, $psix #7, eps 10.53%, $sei 5.26%, $cmi 5.26%, $cat 5.26%, $gnrc 5.26%, debt 5.26%, $mo 5.26%, $cron XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @r2discovery @valueinvest2020 @rubicon59 @tippiyogi @quantian1 @blondesnmoney @stockpursuit @theicahnist @orlandobravotb @realligercub
Top assets mentioned Danaher Corporation (DHR) Sei (SEI) Cummins Inc. (CMI) CatCoin (CAT) Generac Holdings Inc. (GNRC) Altria Group Inc (MO) Brookfield Corporation (BN)
Top posts by engagements in the last XX hours
"@ValueInvest2020 @rubicon59 $SEI $GNRC (agree much less lower AI exposure) $CMI $CAT. The more pure play AI companies trade at 30x XX and 24x XX. I dont feel its completely fair to comp to them given that $PSIX is definitely benefitting from a point in time in the supply/demand imbalance"
X Link @LTVresearch 2025-09-30T19:20Z XXX followers, XXX engagements
"$PSIX looking attractive again $XXX. Base case est. of $XXXX / $XXXX of EPS in '26 / '27 peers trade at 21.5x '26x & 16x '27 PE. Company should be debt free by YE and start to pile up cash on the B/S thru '26. Easy XX% upside as equity reprices to '27. Charts from BCA"
X Link @LTVresearch 2025-09-30T17:40Z XXX followers, 4334 engagements
"$CRON We are +60% since recommending the equity at a negative EV. It was a sleep well at night pitch in June and is now an asymmetric play on legalization. I would not rule out a takeout from $MO which owns XX% of the equity already and could easily pay XXX% above current prices"
X Link @LTVresearch 2025-09-29T20:07Z XXX followers, XXX engagements
"Quick math: $DHR at $XXXX EPS in XX. Grow at XX% (in line w/ 1725 cycle CAGR) $XXXX EPS in XX. HSD top-line low teens EPS. Slap 28.5x on that and youre at $XXX. Historic range: 26.5x avg NTM peaks 35x. Risk/reward skews cleanly up. Can easily see $XXX on better trends"
X Link @LTVresearch 2025-10-01T17:07Z XXX followers, XXX engagements
"@TippiYogi No push back here $DHR is a beast gushes cash. Imagine theyll do multi $bn add-ons in BioP & Life Sci over the N24mo while keeping leverage 2.0x net. Easy to see top line growing 10-12% with the inorganic and EPS into teens. Wouldnt be surprised with $XX of EPS in 2030"
X Link @LTVresearch 2025-10-02T17:26Z XXX followers, XXX engagements
"$DHR setting up for a compounder bro victory lap. Add another +15% and well be drowning in DBS/Kaizen/historical value creation posts. Pfizer deal is a big win for domestic bioprocessing and I expect more deals to come. Picked up some shares. $XXX by YE feels very doable"
X Link @LTVresearch 2025-10-01T17:05Z XXX followers, XXX engagements
"@TheIcahnist @OrlandoBravoTB @R2Discovery check out 8:25 when Orlando starts talking about AI tailwinds for cyber. And European firms are just going to opt for US cyber security firms defending against AI threats and not an onshore player like $ALLIX So bullish"
X Link @LTVresearch 2025-10-08T20:06Z XXX followers, 1003 engagements