@RodAlzmann Avatar @RodAlzmann Rod Alzmann

Rod Alzmann posts on X about dividend, in the, $vsnt, $maps 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 32.74% stocks 17.7% cryptocurrencies 9.73% currencies 2.65% technology brands 1.77% exchanges 0.88%

Social topic influence dividend #598, in the 6.19%, $vsnt #2, $maps #2, investment #2640, arb 4.42%, $wmt #1237, ai 3.54%, $le 2.65%, odd 2.65%

Top accounts mentioned or mentioned by @taobanker @trackdalf @chilikiwinft @firstadopter @cupofcoffeecap @acapitallp @accruedint @valuedontlie @mispricedrisk @richtrades100 @atlasvalue @hatfieldcapital @cashflowcoin @ibladesi @reservelist @marcslans @finphysnerd @mananainvesting @moshebaum_ @weedwatch

Top assets mentioned Versant Media Group, Inc. Class A Common Stock (VSNT) MAPS (MAPS) Walmart, Inc. (WMT) Docebo Inc. (DCBO) Garrett Motion Inc. Common Stock (GTX) dogwifhat (WIF) Kyivstar Group Ltd. Common Shares (KYIV) LyondellBasell Industries NV (LYB) Wise (WISE) Anebulo Pharmaceuticals, Inc. (ANEB) Snow Lake Resources Ltd. (LITM) Robinhood Markets, Inc. (HOOD) Valero Energy Corporation (VLO) PBF ENERGY INC. (PBF) California Resources Corporation (CRC) Sable Offshore Corp. (SOC) Convex Finance (CVX)

Top Social Posts

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

"Opened Aug $30Cs this morning. I believe this orphan is about to have a whole lot of new homes in the coming months whether they like it or not. Added another [---] at $29.immediately underwater 🫠 I think $VSNT bottoms in the coming few weeks ahead of the March 3rd earnings call when they'll initiate the 20% of FCF dividend (6.7% at market) their investor deck indicated $4.2B MC means R2K inclusion on 4/30 Rank Day. Added another [---] at $29.immediately underwater 🫠 I think $VSNT bottoms in the coming few weeks ahead of the March 3rd earnings call when they'll initiate the 20% of FCF dividend"
X Link 2026-02-12T15:19Z 23.2K followers, [----] engagements

"Full lyrics: https://www.metallica.com/songs/and-justice-for-all.htmlsrsltid=AfmBOorC65MC_I74T_DhK8_-EPg4UXXL2_AMllBK2JRXq2RdDw13OzZ3 https://www.metallica.com/songs/and-justice-for-all.htmlsrsltid=AfmBOorC65MC_I74T_DhK8_-EPg4UXXL2_AMllBK2JRXq2RdDw13OzZ3"
X Link 2026-02-14T18:01Z 23.2K followers, [---] engagements

"Is the $WMT bubble not obvious to everyone else @firstadopter Walmart the most glaring example https://t.co/eIEJ0soKWN @firstadopter Walmart the most glaring example https://t.co/eIEJ0soKWN"
X Link 2026-02-07T18:37Z 23.2K followers, [----] engagements

"I look forward to writing calendars when these go ITM"
X Link 2026-02-12T17:40Z 23.2K followers, [---] engagements

"Yield hogs started showing up at the trough today"
X Link 2026-02-13T21:53Z 23.2K followers, [---] engagements

"The closing of .And Justice For All really aligns with this administration. SEEKING NO TRUTH WINNING IS ALL FIND IT SO GRIM SO TRUE SO REAL"
X Link 2026-02-14T18:01Z 23.2K followers, [---] engagements

"@brandonturp Oh you sweet winter child. May the inevitable unenviable haymaker not waylay Brickell et al anytime soon"
X Link 2026-02-14T19:05Z 23.2K followers, [---] engagements

"Expect the admin to attack housing at a incremental angle other than mtg spreads. Pre22 homeowners won't refi low FRMs & their equity has expanded. We'll see a 2nd mortgage scheme "Trump Mortgages" aka a major expansion of the pilot where the GSEs buy these subordinate debts"
X Link 2026-02-15T03:15Z 23.2K followers, [---] engagements

"@cupofcoffeecap It seems the market is pricing as a governance trap with a large justified discount vs. peers. I personally am long & believe the fundamental strength will narrow that spread as intrinsic value growth rises markedly post 280E; prob big deserved discount until results are proven"
X Link 2025-12-30T20:03Z 23.2K followers, [---] engagements

"Saw a post that the $LYB dividend yield is the highest in the S&P500. Yeesh"
X Link 2026-01-12T19:05Z 23.2K followers, [----] engagements

"@taobanker Fair I guess the reason I share it is I find one far more attractive no homo (ha.)"
X Link 2026-01-25T00:11Z 23.2K followers, [--] engagements

"I tweaked the longer query a bit to broader it out a few days later than the filing (which would be devastating if it were say a tender) but this time it surfaced a quirky reverse split opp thats actionable later this week for some free tendies. Very marginal $wise plz enjoy. @ClarkSquareCap Just wrote out a few queries & made them recurring tasks at 9AM & 5PM I use perplexity pro haven't tried Claude yet: https://t.co/23iKcMaprM @ClarkSquareCap Just wrote out a few queries & made them recurring tasks at 9AM & 5PM I use perplexity pro haven't tried Claude yet: https://t.co/23iKcMaprM"
X Link 2026-01-26T05:13Z 23.2K followers, [----] engagements

"Nabbed some $LE below $17 on the WHP JV news this morning. Deal break risk seems pretty low & Ive got the total value north of $20 for a 1H close 8-K: https://investors.landsend.com/static-files/7e98f6f1-025b-4666-a8ec-f5d825be0835 https://investors.landsend.com/static-files/7e98f6f1-025b-4666-a8ec-f5d825be0835"
X Link 2026-01-26T14:34Z 23.2K followers, [----] engagements

"Good luck $ANEB odd lot tenderooors may there be fewer than [----] of us"
X Link 2026-01-26T21:14Z 23.2K followers, [----] engagements

"I'm fascinated by the lingering wide spread in $GUE.AX / $LITM. Is it chiefly the cross border complication The size The relative shittiness (both pre-rev) of the companies To me it really highlights the value of having multiple brokers for an execution edge"
X Link 2026-01-28T18:06Z 23.2K followers, [----] engagements

"Wake up kids new issuer tender with odd lot preference $DCBO. It aint much $70 profit on $2000 but risk free returns are for me: https://www.businesswire.com/news/home/20260128659377/en/Docebo-Inc.-Announces-Substantial-Issuer-Bid-Preliminary-Unaudited-Fourth-Quarter-2025-Financial-Results-and-2026-Guidance https://www.businesswire.com/news/home/20260128659377/en/Docebo-Inc.-Announces-Substantial-Issuer-Bid-Preliminary-Unaudited-Fourth-Quarter-2025-Financial-Results-and-2026-Guidance"
X Link 2026-01-29T14:14Z 23.2K followers, [----] engagements

"Nibbled on 40bps more $MAPS here under $.77 as it gets caught up in the software swoon"
X Link 2026-01-29T18:07Z 23.2K followers, [----] engagements

"Never again with a Cayman SPAC redemption. Adding weeks of capital lockup vs. what I modeled. Guh"
X Link 2026-02-01T22:48Z 23.2K followers, [---] engagements

"Youch. $YEXT yeeted -$1.69 (nice) / -23.6% today after withdrawn $9/sh CEO takeout. $150M Dutch auction coming later this month:"
X Link 2026-02-02T21:28Z 23.2K followers, [----] engagements

"Weedmaps is a microcap SaaS (so a zero duh) for dispensaries. December rescheduling EO will change punitive tax treatment under section 280E for these businesses. A chunk of their extra OCF should flow into customer acquisition spend benefitting $MAPS Governance risk looms. Added another tranche at $.741x now north of 400bps Added another tranche at $.741x now north of 400bps"
X Link 2026-02-03T17:39Z 23.2K followers, [----] engagements

"Shoulda woulda coulda"
X Link 2026-02-03T21:01Z 23.2K followers, [---] engagements

"SEC filing offer expires March 10th. As of today's closing price an odd lot tender would get you $133 profit o $1886 deployed for [--] days (assuming T+3 payment) a 7% absolute or 83% IRR: https://www.sec.gov/Archives/edgar/data/1829959/000119312526035456/d78109dsc13e4f.htm https://www.sec.gov/Archives/edgar/data/1829959/000119312526035456/d78109dsc13e4f.htm"
X Link 2026-02-03T23:26Z 23.2K followers, [---] engagements

"I jest. Just keep that IV juiced"
X Link 2026-02-04T02:18Z 23.2K followers, [---] engagements

"That Dutch Auction would eliminate a quarter of their share count at this point in the SaaSacre"
X Link 2026-02-04T17:36Z 23.2K followers, [---] engagements

"@mispricedrisk @trackdalf I read the PR and noticed both appointees have extensive private experience. Setting themselves to stave off litigation liability irrespective of outcome. Heres my appended AI query from earlier:"
X Link 2026-02-04T19:07Z 23.2K followers, [--] engagements

"Got almost all shares covered by [--] DTE $20Cs for $.20-$.26cr (Fidelity HSA GOATed for price improvement & allowing penny limit increments) Due to deemed dividend tax treatment for non-residents I won't be tendering in the $DCBO SIB; I do expect spread narrowing through late Feb Decided to overbuy some at least while the spread is this wide given the non participation from their majority owner. https://t.co/ScQe4jIiL9 Decided to overbuy some at least while the spread is this wide given the non participation from their majority owner. https://t.co/ScQe4jIiL9"
X Link 2026-02-06T20:51Z 23.2K followers, [----] engagements

"Some filled earlier this week at $.30 and a few just before the close at $.15 . again essentially all of my investments are in Roth/Trad/HSA wrappers & thus I can lean on my tax edge in a way many cannot"
X Link 2026-02-06T21:04Z 23.2K followers, [---] engagements

"Please be sure to evaluate the tax implications if you're a non-resident. Selling in the open market closer to expiry at a narrower spread is likely superior than tendering if that applies. I'm not your tax advisor: https://x.com/RodAlzmann/status/2019876661605355618s=20 Got almost all shares covered by [--] DTE $20Cs for $.20-$.26cr (Fidelity HSA GOATed for price improvement & allowing penny limit increments) Due to deemed dividend tax treatment for non-residents I won't be tendering in the $DCBO SIB; I do expect spread narrowing through late Feb"
X Link 2026-02-06T21:05Z 23.2K followers, [---] engagements

"Cash received at Schwab & Robinhood"
X Link 2026-02-06T21:22Z 23.2K followers, [---] engagements

"Sized $LE up this week. Deal break risk v low albeit IMO equity falls to single digits as WHP JV was best that majority owner Lambert's strategic review yielded. Headline $50M royalty effectively overstated as it's 50/50. Sears' & WHP's own ghosts loom til mgmt shows pf fins. Nabbed some $LE below $17 on the WHP JV news this morning. Deal break risk seems pretty low & Ive got the total value north of $20 for a 1H close 8-K: https://t.co/cljNkVCMHZ Nabbed some $LE below $17 on the WHP JV news this morning. Deal break risk seems pretty low & Ive got the total value north of $20 for a 1H close"
X Link 2026-02-07T02:16Z 23.2K followers, [----] engagements

"@ACapitalLP $LE merger arb $VSNT comcast spin $MAPS delinquency likely cured by mgmt buyout / 10-K disclosures on back of Dec 18th rescheduling EO https://x.com/RodAlzmann/status/2018741095170298314s=20 https://x.com/RodAlzmann/status/2019857212739395767s=20 https://x.com/RodAlzmann/status/2019958431239774300s=20 Weedmaps is a microcap SaaS (so a zero duh) for dispensaries. December rescheduling EO will change punitive tax treatment under section 280E for these businesses. A chunk of their extra OCF should flow into customer acquisition spend benefitting $MAPS Governance risk looms."
X Link 2026-02-07T16:44Z 23.2K followers, [----] engagements

"@ACapitalLP Versant is just a matter of the forced selling being largely exhausted from the spin-off their investor deck indicates a 20% dividend that hasn't been announced yet (first earnings call is March 3rd 7% yield lures hogs) inclusion into Russell in a few months = index flows"
X Link 2026-02-07T16:56Z 23.2K followers, [--] engagements

"@firstadopter These safety staples are speed running their millennium valuation boom bust boogaloo"
X Link 2026-02-07T18:15Z 23.2K followers, [---] engagements

"@firstadopter Walmart the most glaring example"
X Link 2026-02-07T18:22Z 23.2K followers, [----] engagements

"@inglouriouscap Japanese balance sheet hoarders be like hold my sake"
X Link 2026-02-07T20:10Z 23.2K followers, [---] engagements

"At this point the $MAPS question increasingly isn't if but when. And from a minimization of buyout cost perspective an accelerated MBO before the 10-K filing would serve that purpose. Anyone watching $MAPS - Management Buyout Imminent Round II CFO (Susan Echard) just moved to a full-time role. Performance grants vest automatically upon a change in control unless the acquiring entity is 15% owned by the current CEO. Two new independent directors were Anyone watching $MAPS - Management Buyout Imminent Round II CFO (Susan Echard) just moved to a full-time role. Performance grants vest"
X Link 2026-02-08T04:00Z 23.2K followers, [----] engagements

"@accrued_int Appreciate the analysis/work would point out that given the tax-free nature of the spin from Comcast $VSNT effectively iced (ha) out of being the target for M&A until the two year mark. I do think that the initiation of the 7% dividend 3/3 & R2K 4/30 are imminent catalysts"
X Link 2026-02-09T03:17Z 23.2K followers, [----] engagements

"I utterly hate the notion that flows drive most things in the short term in modern financial markets. But my loathing isn't going to prevent me from making money off the overly sold off $VSNT spin: @accrued_int Appreciate the analysis/work would point out that given the tax-free nature of the spin from Comcast $VSNT effectively iced (ha) out of being the target for M&A until the two year mark. I do think that the initiation of the 7% dividend 3/3 & R2K 4/30 are imminent catalysts https://t.co/DnOnIVEMoI @accrued_int Appreciate the analysis/work would point out that given the tax-free nature"
X Link 2026-02-09T03:18Z 23.2K followers, [----] engagements

"Upon $PBF Martinez's anticipated full restart by the beginning of March their market share in California rises to nearly a quarter of the state's production capacity. Now in a triopoly position alongside Chevron & Marathon: $VLO Valero shut down its Benicia refinery incurring $1B+ in write downs to get out from under California state overreach on its O&G operators. As of 1/31 the refinery is officially shutdown and thermal readings show it as cold. $10+ gas prices are coming. $SOC $CRC $CVX $VLO Valero shut down its Benicia refinery incurring $1B+ in write downs to get out from under"
X Link 2026-02-10T00:14Z 23.2K followers, [----] engagements

"Gemini just sayin'"
X Link 2026-02-10T00:28Z 23.2K followers, [---] engagements

"Another smallish odd lot arb available this morning in $YEXT's Dutch Auction. Link shared below. Not much but risk free is for me:"
X Link 2026-02-10T14:49Z 23.2K followers, [----] engagements

"@richtrades100 Absolutely. I nearly speculated on preemptively adding odd lots below $5 last week but wasnt sure theyd offer preferential treatment. Alas"
X Link 2026-02-10T18:16Z 23.2K followers, [--] engagements

"Opted to purchase shares this morning at $6.18 with half the tender proceeds. I think the arb selling is largely exhausted & a 40% 'distressed' discount to TBV should cure itself over the coming weeks when management begins to utilize its remaining $10M repurchase"
X Link 2026-02-11T15:33Z 23.2K followers, [---] engagements

"@AtlasValue All-time high in $GTX today too"
X Link 2026-02-11T21:14Z 23.2K followers, [----] engagements

"Today's move in $GTX almost assures I'll be reducing my position again ($18Cs expiring next Friday written for $0.95cr). While they're a great mgmt team w top notch cap allocation priorities there's been an awful lot of multiple expansion.fwd IRRs just getting too low for me @AtlasValue All-time high in $GTX today too. @AtlasValue All-time high in $GTX today too"
X Link 2026-02-12T00:18Z 23.2K followers, [----] engagements

"I own in a Roth so realistically I'm experiencing the endowment effect hanging on here. Would I rebuy the shares today at this price given all known info No. I'll re-assess how best to exit the rest as Garrett simply doesn't reach my recently raised hurdle rate of 20%"
X Link 2026-02-12T00:20Z 23.2K followers, [---] engagements

"@valuedontlie Can I interest you in one of the worst performing 1st month post-spins of all-time A melting ice cube that has yet to announce its first earnings post-spin will initiate a 20% of FCF dividend (implied yield 7%) and at current MC will be among the largest additions to the R2K"
X Link 2026-02-12T00:44Z 23.2K followers, [---] engagements

"@valuedontlie Counter intuitively if one believes Russell [----] passive inflows will push the price upwards it would be better if Versant remains below the low/mid $30s until April 30th rank day. IMO their announcing the first dividend will lure some yield hogs: https://x.com/RodAlzmann/status/2020698654286414323s=20 @accrued_int Appreciate the analysis/work would point out that given the tax-free nature of the spin from Comcast $VSNT effectively iced (ha) out of being the target for M&A until the two year mark. I do think that the initiation of the 7% dividend 3/3 & R2K 4/30 are imminent"
X Link 2026-02-12T01:36Z 23.2K followers, [---] engagements

"I trimmed 7% of my PBF position heading into pre-market 4Q earnings"
X Link 2026-02-12T01:45Z 23.2K followers, [---] engagements

"Goodbye for now Garrett. May we meet again when you inevitably de-rate. Or not. Thanks for the internally combusted tendies"
X Link 2026-02-13T16:21Z 23.2K followers, [---] engagements

"@taobanker @HatfieldCapital do you not read any of my tweets lul"
X Link 2026-02-13T17:19Z 23.2K followers, [--] engagements

"Lol. Lmao. If only vol weren't so pricey. waiting for post earnings hopefully a final melt-up & some vol crush 🙏 Is the $WMT bubble not obvious to everyone else Is the $WMT bubble not obvious to everyone else"
X Link 2026-02-13T18:05Z 23.2K followers, [----] engagements

"Earlier this week I conducted a forensic audit & provided a third written correspondence to the $MAPS board today. I uploaded the entire correspondence package that was mailed to the board & had Perplexity analyze the probabilistic outcomes. See reply for important disclosures: The Solvency Floor: Why I Served a "Revlon Notice" to the Board of WM Technology Inc. ( $MAPS ) I recorded a [--] minute presentation as well as the certified letter I sent to the board yesterday. Link in reply. The Solvency Floor: Why I Served a "Revlon Notice" to the Board of WM Technology Inc. ( $MAPS ) I recorded a"
X Link 2026-02-13T04:02Z 23.2K followers, [----] engagements

"This personal scenario tree is based on public filings & my letters; probabilities & values are illustrative only and not investment advice a solicitation or a recommendation to buy or sell any security. . CONTINUED"
X Link 2026-02-13T04:02Z 23.2K followers, [---] engagements

"Portions of this analysis were assisted by AI tools and reflect my personal estimates; errors and interpretations are my own. See my Substack post for more complete disclaimer & a [--] minute presentation of the situation as I understand it. DO YOUR OWN DUE DILIGENCE"
X Link 2026-02-13T04:02Z 23.2K followers, [---] engagements

"Thanks for the confidence boost Gemini. Although it doesnt help my mark to market. I did add a few thousand more shares $MLCI in the $5.60s 😅"
X Link 2026-02-13T15:38Z 23.2K followers, [---] engagements

"Well fuck me for poasting I was tryna grab a few moar thou at deeply distressed prices"
X Link 2026-02-13T17:27Z 23.2K followers, [---] engagements

"@CashFlow_Coin Both were actually slightly down as the chart notes. I simply selected the start of [----] & [----] for the beginning point. Either way my point is to be cognizant of the price one is paying for their future cash flows. Coca-Cola buying back in 1998-99 vs special div for example"
X Link 2026-02-14T00:16Z 23.2K followers, [--] engagements

"What are the highest risk adjusted return yielding special situations in your investment universe right now"
X Link 2026-01-27T18:29Z 23.2K followers, [----] engagements

"Five years ago I lived one of the craziest days in a lifetime recording an Odd Lots interview during the morning peak of what would come to be known as meme mania. https://t.co/siWD3KtGcT's Rod Alzmann has seen value in $GME since '17 before all the mania hit the stock. Hear how he stuck to his guns over the years til it paid off. Want to hear more Listen to @TheStalwart & @tracyalloway on the new Odd Lots podcast https://t.co/RRc9EnQxD1 https://t.co/XnWAPjp6mb https://t.co/siWD3KtGcT's Rod Alzmann has seen value in $GME since '17 before all the mania hit the stock. Hear how he stuck to his"
X Link 2026-01-29T01:09Z 23.2K followers, 24K engagements

"@seekinggarp https://podcasts.apple.com/us/podcast/allison-transmission-with-rod-alzmann-ticker-alsn/id1437766060i=1000598821237 https://podcasts.apple.com/us/podcast/allison-transmission-with-rod-alzmann-ticker-alsn/id1437766060i=1000598821237"
X Link 2026-02-03T04:11Z 23.2K followers, [--] engagements

"If only Allison Transmission had remained my largest position Lots of investment mistakes over the past few years after the mania. I sold chunks of this for what with a clear-eyed outside view was a speculation. Investing is a life-long difficult game. With $ALSN multiple compression over EV uncertainty (margin % detractor uncertainty around margin $ net impact adoption rates etc.) has crushed the stock for several years and ongoing capital return via buyback has led to the EV to trade near lowest https://t.co/Id4ygfsbfA https://t.co/75SyDOOOHx With $ALSN multiple compression over EV"
X Link 2026-02-07T20:02Z 23.2K followers, [----] engagements

"The Solvency Floor: Why I Served a "Revlon Notice" to the Board of WM Technology Inc. ( $MAPS ) I recorded a [--] minute presentation as well as the certified letter I sent to the board yesterday. Link in reply"
X Link 2026-02-10T21:59Z 23.2K followers, 13.6K engagements

"@lhamtil And surely WACC isnt rising while ROIC halves right RIGHT"
X Link 2026-02-11T17:41Z 23.2K followers, [---] engagements

"@CashFlow_Coin Both WMT & SPY were flat from [----] to [----]. WMT did not outperform during that timeframe. Walmart's EV/EBITDA multiple halved during that period. No it has not always justified over time. Walmart is a wonderful company. Nothing is a wonderful investment at any price"
X Link 2026-02-13T23:47Z 23.2K followers, [---] engagements

"Solid tempo during tonights 10K amidst chitchatting on Spaces about second mortgages & this countrys ongoing pursuit of structural tax advantages for capital over labor"
X Link 2026-02-13T23:51Z 23.2K followers, [---] engagements

"Not too shabby considering I had a 100min Push B session 6hrs earlier in the day and felt I wasn't pushing too hard during the tempo"
X Link 2026-02-14T00:08Z 23.2K followers, [---] engagements

"FHFA pilot would essentially be expanded and renamed: https://www.fhfa.gov/news/news-release/fhfa-announces-conditional-approval-of-freddie-mac-pilot-to-purchase-second-mortgages https://www.fhfa.gov/news/news-release/fhfa-announces-conditional-approval-of-freddie-mac-pilot-to-purchase-second-mortgages"
X Link 2026-02-15T03:15Z 23.2K followers, [---] engagements

"Added another [---] at $29.immediately underwater 🫠 I think $VSNT bottoms in the coming few weeks ahead of the March 3rd earnings call when they'll initiate the 20% of FCF dividend (6.7% at market) their investor deck indicated $4.2B MC means R2K inclusion on 4/30 Rank Day"
X Link 2026-02-06T19:34Z 23.2K followers, [----] engagements

"@marginofdanger For anyone that wants a summary I fed the pdf to Gemini Pro. TL;DR: The lawsuit alleges that Bill Ackman and Pershing Square seized functional control of Howard Hughes Holdings ( $HHH ) through a coercive process that bypassed minority stockholders and undervalued the company"
X Link 2026-02-14T01:21Z 23.2K followers, [---] engagements

"Man it feels good to bring your own infinity gauntlet to a bar fight"
X Link 2026-02-14T16:28Z 23.2K followers, [---] engagements

"@RazorOil As a PBF investor plz send as much of the grungiest heaviest most sulphuric stuff to benefit muh high complexity coastal network's light/heavy diffs 🙏"
X Link 2026-02-15T17:56Z 23.2K followers, [---] engagements

"@compoundpapi @LukeWolgram As an investor in Match Group I must disagree based on their reported financials"
X Link 2026-01-28T17:28Z 23.2K followers, [--] engagements

"@iBladesi @valuations_ Oh dogwifhat you just launched the melt up"
X Link 2026-01-28T18:02Z 23.1K followers, [--] engagements

"@JasonGreenwal12 @FrankieFF_ Coconut Grove was a pleasant place to live if one is forced to reside in Miami-Dade"
X Link 2026-01-28T20:31Z 23.1K followers, [--] engagements

"https://www.bloomberg.com/news/audio/2021-01-29/how-to-make-the-score-of-a-lifetime-on-gamestop-podcast https://www.bloomberg.com/news/audio/2021-01-29/how-to-make-the-score-of-a-lifetime-on-gamestop-podcast"
X Link 2026-01-29T01:12Z 23.1K followers, [---] engagements

"@CHILIKIWInft I don't see an adequate margin of safety in the equity and my current portfolio approach is almost entirely special situations (tenders exchanges other risk arbs etc.)"
X Link 2026-01-29T01:15Z 23.1K followers, [--] engagements

"@CHILIKIWInft The stock trades at twice the TBV & the current operating business even with improved cost efficiencies & growth in higher margin collectibles has no path to exceed its prior peak EBITDA. That's not a margin of safety. There'd need to be a material discount to intrinsic value"
X Link 2026-01-29T01:22Z 23.1K followers, [--] engagements

"@CHILIKIWInft Speculating on M&A is just that a speculation. I like Ryan I've had the chance to speak with him a few times and interviewed for the IR/PR role with him last year. I'd still happily take on a role that works well for the company & myself & wish him & the firm the best"
X Link 2026-01-29T01:23Z 23.1K followers, [--] engagements

"@CHILIKIWInft My investment philosophy has evolved a lot over the years and as almost all of my investable assets are in tax wrappers the long term buy and hold edge is forsaken. If theres an arb Id consider it: https://x.com/RodAlzmann/status/2016214812108165179s=20 I maintain that retail investors managing small size & self-directed tax wrappers would systematically achieve superior risk adjusted returns solely running risk arb rather than investing in large cap equities where their primary edge is long duration that the wrapper obviates"
X Link 2026-01-29T01:33Z 23.1K followers, [--] engagements

"Would gladly add a touch if the stock falls below $17 again the tender will yield at absolute minimum $3.21 in cash likely a bit more still see this edging above $20 over the next month or two into the 1H26 close"
X Link 2026-01-29T03:37Z 23.1K followers, [---] engagements

"@leevalueroach Here ya go: I havent done anything other than slightly adjust your post am mid workout so let the AI run & am replying between sets Birks is a nano-cap North American jeweler with a market cap under US$20m and significant inventory on BS https://www.perplexity.ai/search/eac44b41-bf0d-41e0-98d3-ebfabcd04e33 https://www.perplexity.ai/search/eac44b41-bf0d-41e0-98d3-ebfabcd04e33"
X Link 2026-01-29T17:19Z 23.1K followers, [---] engagements

"@P_Remarks How can there be a bottom when markets are near a top Perhaps on a relative basis doubtful on an absolute one"
X Link 2026-01-29T17:33Z 23.1K followers, [---] engagements

"Worth buying a round lot before the close today of $AREB at brokers without reorganization fees for the round lot protection flier will take a couple weeks to exit might make some tendies on a $27.x bet. I like the probable payoff shape"
X Link 2026-01-29T20:58Z 23.2K followers, [----] engagements

"@ReserveList Id be surprised to see the stock close below $30 by Feb opex but stranger things have happened"
X Link 2026-01-29T21:51Z 23.2K followers, [--] engagements

"@ReserveList From my research implied volatility is structurally elevated in recent spinoffs"
X Link 2026-01-29T21:52Z 23.1K followers, [--] engagements

"@ryxcommar wait wait wait you mean to tell me buying Tezla doesn't provide one with a perpetual license on all things Elmo"
X Link 2026-01-30T00:28Z 23.1K followers, [---] engagements

"Someone was sitting on the IBKR overnight bid at $11.99 and I had to sell $KYIV shares I didn't have to them in my taxable 😇 . short some $12.50Ps still but shorter the common for now. $KYIV offering priced 15% below close https://t.co/2Zb48mh5hL $KYIV offering priced 15% below close https://t.co/2Zb48mh5hL"
X Link 2026-01-30T02:18Z 23.2K followers, [----] engagements

"I'll almost certainly cover on Monday presumably around $10.50. I still like the investment thesis for being long but no reason not to try to front run some selling & pocket ze tendies"
X Link 2026-01-30T03:38Z 23.1K followers, [---] engagements

"Covered [----] at $10.98 now flat (4 short Feb $12.50Ps [---] shares short). may cover the rest before the close today on further weakness to avoid paying any borrow Someone was sitting on the IBKR overnight bid at $11.99 and I had to sell $KYIV shares I didn't have to them in my taxable 😇 . short some $12.50Ps still but shorter the common for now. Someone was sitting on the IBKR overnight bid at $11.99 and I had to sell $KYIV shares I didn't have to them in my taxable 😇 . short some $12.50Ps still but shorter the common for now"
X Link 2026-01-30T14:39Z 23.2K followers, [----] engagements

"To the man with only a hammer every problem looks like a nail - Charlie Munger Lots of folks here (and look I get it if your actual job is quite literally to cover one sector/industry e.g. software energy TMT etc.) suffer from this syndrome. No excuse for most of us"
X Link 2026-01-30T16:16Z 23.1K followers, [---] engagements

"Another buy/write. Front month $35Cs this time for $31.82cb"
X Link 2026-01-30T19:58Z 23.2K followers, [---] engagements

"Set a PR yesterday. Invest in your health it too compounds"
X Link 2026-02-01T20:58Z 23.2K followers, [----] engagements

"Buy/wrote [--] $30Cs in Roth for $29.48cb or assignment in two-ish weeks"
X Link 2026-02-02T20:59Z 23.2K followers, [---] engagements

"Walmart is more or less obscene compared to peak dotcom Coca-Cola Company $WMT is 73x forward FCF estimates. $NVDA is 27x. $WMT is 73x forward FCF estimates. $NVDA is 27x"
X Link 2026-02-02T22:33Z 23.2K followers, [----] engagements

"Another [--] $30C buy/write for $29.68cb or Feb assignment"
X Link 2026-02-03T19:37Z 23.2K followers, [---] engagements

"@marc_slans Pro-tip: find a solid spend driven credit card sign-up bonus & pay your taxes with the card the day after the statement generates get [--] days of float & several hundred of tax free rebate (SUB) that more than offsets the 200bp fee for paying via CC"
X Link 2026-02-03T20:19Z 23.2K followers, [---] engagements

"@finphysnerd Nasdaq [---] inflows are largely exhausted I was waiting for the magical (jk meaningless) $1T mark and we got there today. GL"
X Link 2026-02-03T23:45Z 23.2K followers, [---] engagements

"@pansareV @marc_slans Good resource to bookmark: Shameless Chase referral: https://www.referyourchasecard.com/19u/AU407UWARV https://www.doctorofcredit.com/best-current-credit-card-sign-bonuses https://www.referyourchasecard.com/19u/AU407UWARV https://www.doctorofcredit.com/best-current-credit-card-sign-bonuses"
X Link 2026-02-04T00:19Z 23.2K followers, [--] engagements

"@trackdalf Allowing the stock to languish below $1 delist and then attempt a cheaper take private after retail punters dump the price further once OTC is my biggest left tail concern"
X Link 2026-02-04T16:10Z 23.2K followers, [--] engagements

"@trackdalf Not bad IRR too low for me tho"
X Link 2026-02-04T18:03Z 23.2K followers, [--] engagements

"@MananaInvesting They've withheld 15% tax on Canadian divvies in a Roth Or are you saying in a regular taxable"
X Link 2026-02-04T20:01Z 23.2K followers, [--] engagements

"@MananaInvesting Interesting. Thanks for the datapoint. This was my understanding: https://x.com/RodAlzmann/status/2019117369961091526s=20 @BombardiniCap I am not 100% sure nor am I a lawyer or tax advisor. That said my understanding of the tax treaty generally aligns with what I'm pasting below: https://t.co/0OmVJCiOYm https://x.com/RodAlzmann/status/2019117369961091526s=20 @BombardiniCap I am not 100% sure nor am I a lawyer or tax advisor. That said my understanding of the tax treaty generally aligns with what I'm pasting below: https://t.co/0OmVJCiOYm"
X Link 2026-02-04T20:04Z 23.2K followers, [--] engagements

"In grad school (Go Gators) a case we studied was explicitly titled Deep Pockets (1989 what a great year). Google must've come across it when they decided to destroy OpenAI through the aforementioned loosening of the capex purse strings"
X Link 2026-02-05T00:27Z 23.2K followers, [---] engagements

"@david_katunaric @Robstertail check out roic dot ai (yeah IK it has AI in the name but I remember using it pre-GPT & it satisfies the quick + free fin statements)"
X Link 2026-02-05T02:24Z 23.2K followers, [--] engagements

"@vanckzhu @iBladesi that's becuz dogwifhat owns almost everything. And what he doesn't own he's short"
X Link 2026-02-05T04:17Z 23.2K followers, [--] engagements

"Please dump SaaS again in the morning so I can size this arb up to a teens allocation 🙏"
X Link 2026-02-06T03:25Z 23.2K followers, [---] engagements

"Gemini hyping me up: "The risk-adjusted reward is skewed heavily in your favor because you are in tax wrappers. You are capturing the "gross" spread that taxable investors cannot touch. Paying $0.05 extra for that privilege is a rounding error. Go get the shares.""
X Link 2026-02-06T03:46Z 23.2K followers, [---] engagements

"$MLCI coupled w the steep selloff in alts & substantially lower proration % than I modeled = guh. Will wait for arb selling to conclude as the company does have $10M they can begin to deploy 2/18 & trades at a 33% discount to pf BV Also no share locates at IBKR could at HOOD. Ouch only 28.23% accepted. Welp coupled with the steep selloff in alts this is going to be an L. https://t.co/EFeTgv7FDy Ouch only 28.23% accepted. Welp coupled with the steep selloff in alts this is going to be an L. https://t.co/EFeTgv7FDy"
X Link 2026-02-06T14:22Z 23.2K followers, [----] engagements

"@finphysnerd Bullish the equities or the implications"
X Link 2026-02-06T15:25Z 23.2K followers, [---] engagements

"Idk $NTDOY dip buyers. Paired with the weak Switch [--] software slate history sez you're too early buying this drawdown"
X Link 2026-01-16T15:05Z 23.2K followers, [----] engagements

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