@mispricedrisk Avatar @mispricedrisk mispriced

mispriced posts on X about $maps, $msos, $bio, $baba 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 stocks 34.57% cryptocurrencies 27.16% finance 14.81% countries 3.7% technology brands 2.47% celebrities 1.23% currencies 1.23%

Social topic influence $maps #2, $msos 7.41%, $bio 4.94%, $baba 4.94%, $googl 2.47%, this is 2.47%, $dhr 2.47%, $ame 2.47%, china 2.47%, $ce 2.47%

Top accounts mentioned or mentioned by @evfcfaddict @lastbearstandng @jamiecampbell @natey5t @hammanshares @google @googleads @elonmusk @sundarpichai @fcompounders @leviathancapit1 @frederik1234 @crussian17 @restructuring @lowconviction @negativealp @deuceswild221 @jbierne @valuestockgeek @lcinvesting

Top assets mentioned MAPS (MAPS) Bio Protocol (BIO) Alibaba Group (BABA) Alphabet Inc Class A (GOOGL) Danaher Corporation (DHR) AME Chain (AME) Celanese Corporation (CE) Taiwan Semiconductor (TSM) Crown Castle Inc (CCI) Cintas Corporation (CTAS) Unifirst Corp (UNF) CTS Corporation (CTS) IDEX Corporation (IEX) Trex Company, Inc. (TREX) Mister Car Wash, Inc. (MCW) Amazon.com, Inc. (AMZN) Royalty Pharma plc (RPRX) Fiserv, Inc. (FI) Costco Hot Dog (COST) Teledyne Technologies Incorporated (TDY) Icon Plc (ICLR) Validity (VAL) Seadrill Limited (SDRL) Noble Corporation (NE) Transocean LTD. (RIG) The GEO Group, Inc. (GEO) CoreCivic, Inc. (CXW) Philip Morris International Inc. (PM) 4 (FOUR) Evotec SE (EVO) Thermo Fisher Scientific Inc. (TMO) BIO-TECHNE Corp (TECH) Revvity, Inc. (RVTY) Wat (WAT) Repligen, Corp. (RGEN) Veeva Systems, Inc. (VEEV) Charles River Laboratories Intl. Inc (CRL) Iqvia Holdings Inc (IQV) aPriori (APR) O'Reilly Automotive Inc (ORLY) Advance Auto Parts, Inc. (AAP) Autozone Inc (AZO)

Top Social Posts

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

"$2bn industry 280E tax removal. I guess $1-1.5bn cash payers. Some % will be reinvested in marketing. $MAPS will get some % of that. Could be a big earnings bump for a company trading at $100m EV"
X Link 2025-12-20T02:15Z [---] followers, [---] engagements

"$MSOS is +50% from the bottom [--] simple points: - If you value them on EBITDA removing 280E is irrelevant - Much of the index is not cash paying tax so the cash flow impact is limited"
X Link 2025-12-22T08:15Z [---] followers, [---] engagements

"Taking down cheap shares everyday. yum yum yum My hedge is I don't care - Tepper $MAPS"
X Link 2025-12-23T21:47Z [---] followers, [---] engagements

"@jamiecampbell @natey5t @HammanShares @Google @GoogleAds @X @elonmusk @sundarpichai $MAPS"
X Link 2026-01-15T20:58Z [---] followers, [---] engagements

"@evfcfaddict $MAPS"
X Link 2026-01-27T18:44Z [---] followers, [---] engagements

"@F_Compounders modern day equivalent: $MAPS"
X Link 2026-02-05T20:15Z [---] followers, [---] engagements

"$MSOS $MAPS [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3 [--] million Americans are smoking weed 21+ days a month This is a full blown addiction crisis that even the NYT now says: "Its Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3"
X Link 2026-02-09T23:22Z [---] followers, [---] engagements

"What I like: old economy/industrials. high biz quality/ growth at a reasonable price. buying good businesses when they're having a bad time"
X Link 2024-07-14T03:23Z [---] followers, [---] engagements

"Top [--] PA positions (not advice): $RTO $BIO $LVMH $ROP $NSC $POST $CCI $VEEV $TSM $GOOGL"
X Link 2024-07-14T03:24Z [---] followers, [---] engagements

"Pencil in that small div and your pre-rerate return is low teens. Then you pick whatever multiple you want but I would contend defensive growers shouldn't trade below the market multiple"
X Link 2024-07-15T22:48Z [---] followers, [--] engagements

"People seem to have this view that $ROL is somehow amazing and $RTO is much worse. I would say they're more similar than different and this is the most similar their mix has ever been post TMX"
X Link 2024-07-15T22:50Z [---] followers, [---] engagements

"Here's an alternate scenario and why long $RTO / short $ROL is heresy until it's not. RTO is already the biggest pest business. With an activist and a decent mgmt team what if it's just the best pest business in [--] years They might already be denser than ROL"
X Link 2024-07-15T22:52Z [---] followers, [---] engagements

"I think there's a real case for these two to trade closer together somewhere in the middle of their current valuations"
X Link 2024-07-15T22:56Z [---] followers, [--] engagements

"Disc: long $RTO. no position in $ROL. no financial advice"
X Link 2024-07-15T22:56Z [---] followers, [---] engagements

"Feel free to hit me with the: but biz services is about execution look at $CTAS vs $UNF $VSTS. I would say $VSTS is basically the same set-up and its also interesting with Corvex owning a lot. but I just like pest more than uniforms"
X Link 2024-07-15T23:10Z [---] followers, [---] engagements

"$U is actually a really good asset highly strategic and a sleeper AI beneficiary. and its cheap. there I said it"
X Link 2024-07-16T22:10Z [---] followers, [---] engagements

"disc: long $U. have been long off and on for 2-3 years. bought back in since it stopped going down"
X Link 2024-07-16T22:12Z [---] followers, [---] engagements

"why big pharma return on R&D are poor. thanks for the spend umbrella though. better to be a $RXPX life sci tools enjoyer"
X Link 2024-07-25T01:59Z [---] followers, [---] engagements

"$BIO hard to ignore. whether you strip $SRT $DIM and look at RemainCo value or value RemainCo at your preferred mult and look thru at the discount for $SRT. What's the option value of having a chokehold on buying $SRT worth"
X Link 2024-07-25T02:01Z [---] followers, [---] engagements

"simple thesis: all $DHR formers running 1bn company"
X Link 2024-08-01T20:30Z [---] followers, [--] engagements

"$AME 21x 5% fcf yld"
X Link 2024-08-02T20:23Z [---] followers, [---] engagements

"$EL 13x earnings from just a few yrs ago now lets just wait for it to stop going down"
X Link 2024-08-02T20:25Z [---] followers, [---] engagements

"$CTS converge technology solutions 18% fcf yld. am I reading this right why's this hated"
X Link 2024-08-03T18:32Z [---] followers, [---] engagements

"would be long if I weren't negative industrial macro treasury-like cash yield with AME mgmt driving the ship. LDD EPS algo with not much mult risk. but just ok relative r/r after recent market drawdowns"
X Link 2024-08-03T18:34Z [---] followers, [---] engagements

"don't think $IEX at the same valuation with $AME makes much sense when AME OSG is superior"
X Link 2024-08-03T18:39Z [---] followers, [---] engagements

"why shouldn't I read into $TREX results for $AEP.V"
X Link 2024-08-09T16:25Z [---] followers, [---] engagements

"$FTV 17x earnings seems too low no"
X Link 2024-08-17T14:21Z [---] followers, [--] engagements

"$MCW seems hated. Not sure if adjustments are bogus. $300mm [----] EBITDA less $50mm maintenance implies $250mm maintenance FCF or 11-12% maintenance FCF yield. If PE is competing down new store economics why not grow slower and buy back shares"
X Link 2024-08-17T14:27Z [---] followers, [---] engagements

"@evfcfaddict $LVMH $RTO $FI $RPRX $AMZN"
X Link 2024-08-17T23:40Z [---] followers, [---] engagements

"@LeviathanCapit1 why is this not a commodity / why is OXY uniquely able to do this"
X Link 2024-08-21T22:33Z [---] followers, [----] engagements

"$AAP a world of hurt. still 20-25x this year's EPS. theoretically trough but seems like should fall more"
X Link 2024-08-22T13:39Z [---] followers, [---] engagements

"they will write case studies about this: $AAP vs. $ORLY and $AZO"
X Link 2024-08-22T13:42Z [---] followers, [---] engagements

"@Frederik_1234 why what does carbon capture have to do with oil asset base why can't any industrial do this - and just sell it to the oil companies"
X Link 2024-08-22T15:01Z [---] followers, [---] engagements

"@Crussian17 $ZM +12%"
X Link 2024-08-22T15:04Z [---] followers, [--] engagements

"enlighten me why when western companies don't return capital we call it compounding value but when chinese ones dont we call it FRAUD $BABA $JD $BIDU $PDD"
X Link 2024-08-23T01:41Z [---] followers, [---] engagements

"bro $COST is fine at 50x with a small div bro don't worry bro but $BABA with a 2% div + buyback we ain't ever seeing the cash bro"
X Link 2024-08-23T04:16Z [---] followers, [--] engagements

"@Restructuring__ @lowconviction"
X Link 2024-08-24T01:10Z [---] followers, [----] engagements

"@NegativeAlp @Deuceswild221 Ok lets say you're right. good luck to you man"
X Link 2024-09-12T00:15Z [---] followers, [--] engagements

"@JBierne $BAYN. $CVS. China Internet"
X Link 2024-09-13T13:55Z [---] followers, [---] engagements

"@LastBearStandng I'm talking all in terms of the warrant lotto hitting think you said it needs to be 850mm to hit I'm at [--] medical ebitda [--] passenger in [--]. 45*15 times = [---]. Think they maybe build some cash and you might hit [---] with the current cash base"
X Link 2024-09-13T23:43Z [---] followers, [--] engagements

"@LastBearStandng think I could stretch to [--] of ebitda all in '26. but even then I need people to not care about SBC and it trade 13-14x to hit my lotto. But I guess that's the point. It won't pay 1:55 if you dont need to stretch"
X Link 2024-09-13T23:51Z [---] followers, [--] engagements

"$CF pretty interesting. Simple business: increase nitrogen exposure reduce share count. Seems well-run/lean. Cycle not peaky. Massive buybacks. Ammonia for energy transition can add to earnings"
X Link 2024-09-26T15:36Z [---] followers, [---] engagements

"@ValueStockGeek I think you're wrong positioning is so bearish flows will push this up. valuation was never the question. question is whose incrementally buying the stock. question answered imo"
X Link 2024-09-27T15:28Z [---] followers, [---] engagements

"@LCinvesting how do you get comfortable with $tdy trading in the 20s p/e with 0-1 organic growth over time"
X Link 2024-10-01T23:28Z [---] followers, [---] engagements

"2021 bubble incoming long $YINN $CWEB buy every pullback"
X Link 2024-10-05T06:09Z [---] followers, [---] engagements

"$ICLR 16.5x '24 EPS"
X Link 2024-10-24T14:13Z [---] followers, [---] engagements

"@TheRealDavey2 @rusholmecapital 6.5x ebitda on [---] [----] ebitda is 15cad stock. assume 1bn [----] sales and 13% margin vs [--] pre covid"
X Link 2024-11-07T05:17Z [---] followers, [--] engagements

"$CE 9x trough eps. can it get worse yes. foundational eps should be $10+ can be 100$ stock on longer time frames. Dupont polymers clearly a bad deal but core AC still good assets. Will buy more in the high 40s if it gets there"
X Link 2025-02-19T23:00Z [---] followers, [---] engagements

"@Liftthatbid seems interesting. @hkuppy $VAL $SDRL $NE $RIG 1) Multiples on offshore don't seem uniquely cheap vs. traditional E&Ps 2) Is NAV the correct framework E.g. why not sell some ships and return cash If they can't are we anchored on past mis-allocation of capital"
X Link 2025-02-27T23:54Z [---] followers, [---] engagements

"@eliant_capital @BoxLongs new to the story wondering why $GEO $CXW didn't work under Trump 1st term"
X Link 2025-03-03T14:25Z [---] followers, [---] engagements

"@litcapital $PM = winner if USD weakens. EPS compounding low teens is assured without FX. Look back [--] yrs without the FX would have been well over $200 stock. If the new structure is weakening USD PM is still cheap here. Best in class staples growth = rerate potential"
X Link 2025-04-03T18:18Z [---] followers, [---] engagements

"wait why is $ce crushed today thought we were worried about new china supply for AC S/D"
X Link 2025-04-04T02:12Z [---] followers, [---] engagements

"did some work on $JELD given how beat up it's been and operating/financial leverage it should have to the cycle + some insider buys. Not a long yet"
X Link 2025-04-13T14:52Z [---] followers, [---] engagements

"- Newsflow prior to this moment is just directional uncertainty - Newsflow after rescheduling is directional magnitude Onto a long-term path to something better $MSOS"
X Link 2025-12-22T08:30Z [---] followers, [---] engagements

"Flying out of LIS Global Blue: working fine. Planet: machine doesn't work. No one live to help. Long queue poor customer exp $FOUR"
X Link 2025-12-31T09:36Z [---] followers, [---] engagements

"can someone walk me thru the left tail bear case on Evolution $EVO $EVVTY regulatory risk exposure: what ishow big remind me what the moat is"
X Link 2024-07-20T18:36Z [---] followers, [---] engagements

"$DHR buyback time to get ow life science tools. $TMO $DIM $SRT $RGEN $BIO $TECH $RVTY $WAT"
X Link 2024-07-24T00:54Z [---] followers, [---] engagements

"disc: long $VEEV $BIO $LAB $GXI $IQV or $CRL soon"
X Link 2024-07-25T01:57Z [---] followers, [---] engagements

"with this $LAB print sounds like somalogic $SLGC was the culprit. at what point do we re-underwrite if the deal was in fact insiders unfairly self-dealing disc: long $LAB"
X Link 2024-08-01T20:29Z [---] followers, [---] engagements

"$ALPM Precia - does anyone know it What's the story Seems interesting"
X Link 2024-08-30T01:19Z [---] followers, [---] engagements

"life comes at you fast. I'm out of $pdd after having my face smashed in. est at risk + momentum running + no buybacks = who will bid this us value that hasnt worked for the others. long $baba still. like the stock connect story for a 30-40% move"
X Link 2024-08-30T22:16Z [---] followers, [---] engagements

"@ToffCap pretty interesting but no longer looks cheapest of the group on my screen $APR curious if anyone has looked or has thoughts also never dug in to understand why $AAP was so much worse than $ORLY $AZO which scares me"
X Link 2024-09-25T23:22Z [---] followers, [---] engagements

"flipping $baba to $pdd is interesting conceptually here. but prob better to let momentum work itself out. pdd last call sounds like the low current mult is just underwriting margin risk"
X Link 2025-02-19T23:02Z [---] followers, [---] engagements

"The cannabis industry has been in a prolonged downturn. During this period MAPS took share. They went from 4.5x the size of #2 player Leafly in [----] to nearly 6x today. I think MAPS serves 40% of US dispensaries today"
X Link 2025-11-21T00:18Z [---] followers, [--] engagements

"In the LTM period MAPS had: $180m sales 95% GPM 18% EBITDA margins (ex SBC). Their cash generation should put +/- $15m onto the balance sheet every year"
X Link 2025-11-21T00:22Z [---] followers, [--] engagements

"The case for undervaluation is straightforward. Each $15m of cash added reduces today's EV by 23%. If nothing changes within [--] years it will have the entire market cap in cash"
X Link 2025-11-21T00:28Z [---] followers, [--] engagements

"Prediction markets price the odds of rescheduling before [----] at 50%+. This is not reflected in the share price of MAPS. So I'm long MAPS"
X Link 2025-11-21T00:45Z [---] followers, [---] engagements

"While $MSOS is also interesting $MAPS offers: - Don't have to pick a winner - Better balance sheet - Cheaper valuation - No legacy tax liabilities"
X Link 2025-11-21T00:48Z [---] followers, [---] engagements

"It's hard to walk away from the cheapness + upside. Either the financials are somehow misstated - in that case you got me - or this should do okay. The risk is 1) rescheduling doesn't happen 2) capital misallocation. But valuation cures a lot"
X Link 2025-11-21T00:51Z [---] followers, [---] engagements

"@Welborn_JohnL I don't have a good explanation but here are some possibilities: - $1 share price led to institutions selling - Market drawdown amplified for small cap/speculative areas"
X Link 2025-11-21T18:39Z [---] followers, [--] engagements

"$MAPS at $1.09 trades at: 3.8x EBITDA ex SBC 5.8x FCF ex SBC on LTM. Still interesting: incremental regulatory positive possible earnings inflection not priced in. With the run in $MSOS there's still discovery value here. NFA"
X Link 2025-12-13T15:00Z [---] followers, [---] engagements

"@ragingbullcap if only there's a dominant advertising provider that benefits from increased competitionšŸ¤”. $MAPS"
X Link 2025-12-15T21:59Z [---] followers, [---] engagements

"@misssmisato Do you see further amplification of the liquidity squeeze from related ETFs YOLO owns 50% MSOS CNBS also uses swaps for exposure TIA"
X Link 2025-12-17T22:00Z [---] followers, [--] engagements

"@V_arrell šŸ¤” "marijuana companies would obtain a $2.3 billion tax break. Marijuana business leaders have said they will use this infusion of funds to increase their marketing." $MAPS - yours for 3-4x LTM EBITDA. NFA"
X Link 2025-12-18T00:25Z [---] followers, [---] engagements

"Rescheduling is coming but shares are cheaper. $0.93. 3x EBITDA 4.5x UFCF"
X Link 2025-12-20T02:12Z [---] followers, [--] engagements

"@aleabitoreddit you should consider pumping $MAPS"
X Link 2026-01-19T22:23Z [---] followers, [---] engagements

"@RodAlzmann @trackdalf thoughts on their new board appointments + perm CFO"
X Link 2026-02-04T18:45Z [---] followers, [--] engagements

"$MAPS thread. Not financial advice. At today's closing price of $0.75 MAPS has a $128m market cap. Subtracting $63m net cash leaves $66m EV. It trades at 1.6x LTM EV/EBITDA. Removing SBC it still trades at 2x EBITDA 3.4x EBIT and 3x EBITDA - Capex"
X Link 2025-11-21T00:05Z [---] followers, [---] engagements

"MAPS sales is a proxy for dispensary marketing dollars. Dispensaries have limited marketing $ because they are not profitable. Dispensaries are not profitable because they are Schedule I federally"
X Link 2025-11-21T00:36Z [---] followers, [---] engagements

"Implications of Schedule I: - Pay tax on gross profit - No interstate commerce - No banking access - High cost of capital"
X Link 2025-11-21T00:38Z [---] followers, [---] engagements

"Descheduling is a realistic [--] year outcome: - Only way for Dems to one-up recapture "their issue" - Republicans know this $MSOS"
X Link 2025-12-22T08:26Z [---] followers, [---] engagements

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