@siyul Avatar @siyul Siyu Li

Siyu Li posts on X about gold, if you, market, in the 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 41.03% finance 29.91% technology brands 14.53% cryptocurrencies 8.55% countries 5.98% social networks 5.13% currencies 2.56%

Social topic influence gold 9.4%, if you 8.55%, market 8.55%, in the 7.69%, $moh #9, $db #90, biz #1822, $rddt #13, $armn #6, $usas #6

Top accounts mentioned or mentioned by @fishtowncap @alexand52371123 @formerlyaic @kingdomcapadv @capytalmgmt @jeffbeckmaddog @compoundingcap1 @sebkrog @natstewart5 @lars57360069 @nestbetter @gordonl14126126 @thekapg @urinsideman @deepicevalue @valuations @ryenotberben @shalinsshah @seethetrees1 @sfarringtonbkc

Top assets mentioned Molina Healthcare, Inc. (MOH) Deutsche Bank Aktiengesellschaft (DB) Reddit, Inc. (RDDT) Aris Mining Corporation (ARMN) Validity (VAL) Bitcoin Gold (BTG) Dole, plc (DOLE) PayPal Holdings Inc (PYPL) Shinhan Financial Group Co Ltd (SHG) Apartment Investment and Management Company (AIV) Centene Corp (CNC) UnitedHealth Group (UNH) Elevance Health Inc (ELV) CVS Health Corp (CVS) Alphabet Inc Class A (GOOGL) Unifi Protocol DAO (UNFI) Trade Desk, Inc. (TTD) Iagon (IAG) EQIFi (EQX) Palantir Technologies Inc. (PLTR) MGM Resorts International (MGM) IAC/InterActiveCorp Common Stock (IAC) TripAdvisor, Inc. (TRIP) RAI Finance (SOFI) Veno Finance (VNO) Dollar Tree Inc (DLTR) Centric Swap (CNS)

Top Social Posts

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

"My hat's off to the $SoFi 's IR/marketing team or whoever came up with this 😂: "Annual Net Income per Issued Share based on ROTCE assumptions". I mean if it had raised at $30/share the number would have looked even more stunning. https://twitter.com/i/web/status/2019892549792506155 https://twitter.com/i/web/status/2019892549792506155"
X Link 2026-02-06T21:54Z [----] followers, [----] engagements

"Good to read some bear thesis $RDDT https://x.com/Fierce__beast/status/2022007361322525051 $RDDT bear thesis: https://t.co/KijY5sCPdJ https://x.com/Fierce__beast/status/2022007361322525051 $RDDT bear thesis: https://t.co/KijY5sCPdJ"
X Link 2026-02-13T19:31Z [----] followers, [----] engagements

"Subscribe at under the hood (link in bio) for in-depth write-ups"
X Link 2026-02-14T13:46Z [----] followers, [---] engagements

"If you're interested in owning $DOLE it is currently on 10% off sale for a non-fundamental reason (a legacy owner unloading all its shares) The legacy owner (David Murdock 13% equity owner) is in his late 90s has no role whatsoever in the business and has long expressed his intent to exit. This is a classic 'fake insider' sale that carries negative sentiment but means little to the business fundamentals. fwiw McCann family(Chairman) owns 7.7% equity and hasn't sold a share. https://twitter.com/i/web/status/1963577269701468359 https://twitter.com/i/web/status/1963577269701468359"
X Link 2025-09-04T12:17Z [----] followers, 20.6K engagements

"What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers"
X Link 2025-09-20T17:52Z [----] followers, 106.3K engagements

"Aris Mining $ARMN $ARIS.TO up another 50% since the Oct revisit making it the 3rd 3x+ bagger (Other [--] are $DB $USAS) from UTH in the last [--] months. I'm excited about the next writeups: a key player in a decade-long growing sector facing temporary uncertainty trading at a deep discount both historically and among peers thus a rare deal. Plan to publish at "Under the Hood" sometime next week just in time for Cyber Monday Deal week. Link in bio. https://twitter.com/i/web/status/1994406501012681197 https://twitter.com/i/web/status/1994406501012681197"
X Link 2025-11-28T14:02Z [----] followers, [----] engagements

"Many "Under the Hood" portfolio winners were quality business sold at bargain price when the sector was max-hated. Some examples: 2022/23's GSI-B( $C $DB ) 2023's NYC REITs ( $VNO ) 2024's dollar stores ( $DLTR ) Early 2025's offshore drilling ( $VAL ) today I bring it to you the next one: Gov't sponsored Healthcare Insurers. Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed"
X Link 2025-12-04T17:36Z [----] followers, [----] engagements

"$DOLE Highlighted in Sep (at $13) when it dropped 10% due to sale pressure when the legacy owner passed away. At $15 today. I'm no chartist but $dole has been range-bound in the $12-15 for a while. Will it finally break through sing 'this time is different' song If you're interested in owning $DOLE it is currently on 10% off sale for a non-fundamental reason (a legacy owner unloading all its shares) The legacy owner (David Murdock 13% equity owner) is in his late 90s has no role whatsoever in the business and has long expressed https://t.co/rZUHduQJiE If you're interested in owning $DOLE it"
X Link 2025-12-11T16:30Z [----] followers, [----] engagements

"$UNFI I wrote it in July at $27 then it quickly rose to $43 and many readers missed it. It's down 30% to $32-33. If you missed it this is your 2nd chance. Its now cheaper than when I wrote it. The 15% higher price tag gets you previously unknown cyber-attack impacts (tiny) and mgt has since given/confirmed strong estimates for 2026-2027. I've known @kingdomcapadv and @FishtownCap for years and it's rare for us to agree on a stock (aka all fiercely independent😀). First time I recall us all strongly supporting a name at the same time. That alone might be worth your attention. See their latest"
X Link 2025-12-11T20:31Z [----] followers, [----] engagements

"@NestBetter Congrats appreciate a few exchanges we had this year. Is TZOO a play with catalysts or a legacy position"
X Link 2026-01-01T04:52Z [----] followers, [---] engagements

"$CNS from @mario_cibelli https://x.com/mario_cibelli/status/2007823399943278761s=20 A small cap sleeper that looks interesting for [----] is Cohen & Steers - a public money manager specializing in REITs. Insider buys a trough valuation at a possible cycle turn & an embedded hedge against AI/big tech rolling over make the [----] decline look overdone. $CNS (1/x) https://x.com/mario_cibelli/status/2007823399943278761s=20 A small cap sleeper that looks interesting for [----] is Cohen & Steers - a public money manager specializing in REITs. Insider buys a trough valuation at a possible cycle turn & an"
X Link 2026-01-05T15:25Z [----] followers, [----] engagements

"I haven't done "2025 review" piece for UTH newsletter as been busy preparing 1st idea writeup for [----]. I love the idea but isn't for everyone. Ideal if you: ✔Have excess cash and cautious about an overheated market; ✔Have a tax free/deferred account; ✔downside protection upside potential; ✔Content with 20% IRR; Shall be released this week. Subscribe - (@siyul)"
X Link 2026-01-06T21:01Z [----] followers, [----] engagements

"2026's first idea is live at "Under the Hood". Aimco $AIV trades at 20% below NAV. at first glance that sounds boring. isn't it My write-up argues no esp. if you have excess cash but are cautious about an overheated market: ✔ Upside bumps to 48% (to NAV) after next dividend payout (expected in 1H26) ✔ 15-22% IRR over 2-3 years with limited downside ✔ A clear and rapid liquidation path Credit goes to @Mr_Neutral_Man. He highlighted the idea after the $520Mn Brickwell sale in late Dec. https://twitter.com/i/web/status/2009257013709058417 https://twitter.com/i/web/status/2009257013709058417"
X Link 2026-01-08T13:32Z [----] followers, [----] engagements

"@ZVZZT_ any REITs idea you find compelling"
X Link 2026-01-08T14:14Z [----] followers, [---] engagements

"$AIV a multi-family REIT. Writeup: https://underhood.substack.com/p/why-aimcos-20-nav-discount-is-compelling https://underhood.substack.com/p/why-aimcos-20-nav-discount-is-compelling"
X Link 2026-01-08T22:01Z [----] followers, [---] engagements

"Behind its own (too modest) estimated liquidation value of $5.75 to $7.1/share $AIV offers: 50% upside to its NAV after projected 1H26 dividend and an attractive 15%-22% IRR over 2-3Y. It is a buy at $5.85-5.90 today. 2026's first idea is live at "Under the Hood". Aimco $AIV trades at 20% below NAV. at first glance that sounds boring. isn't it My write-up argues no esp. if you have excess cash but are cautious about an overheated market: ✔ Upside bumps to 48% (to NAV) after https://t.co/Zs47J5b568 2026's first idea is live at "Under the Hood". Aimco $AIV trades at 20% below NAV. at first"
X Link 2026-01-09T22:47Z [----] followers, [----] engagements

"Not close to adTech for a while but $TTD down 70% since [----] still caught my contrarian attention. A tough year for adTech except for $PERI and $MGNI. The other [--] ( $TDD $CRTO $PUBM $DV) are down 40%+. TTD got hit the hardest. Love to hear a merit-based Bull vs. Bear debate or any informed deep dive https://twitter.com/i/web/status/2011888411011862641 https://twitter.com/i/web/status/2011888411011862641"
X Link 2026-01-15T19:49Z [----] followers, [----] engagements

"I'm looking at my Deep Dive queue (potential asymmetric oppo at deep discounts). It gets: - Leading payment processor (60% off ATH) - a major gold miner at a rare discount (can't say that often today) - A high RoE bank (BDC conversion investors left) - An airplane engine lessor (price not fully caught up) - A REIT with desirable assets (60%+ off ATH) . and more And we are at ATH. What a bifurcated market and a stock-picker's ideal setup. https://twitter.com/i/web/status/2012164552230678537 https://twitter.com/i/web/status/2012164552230678537"
X Link 2026-01-16T14:06Z [----] followers, [----] engagements

"Unlike ultra-gold bulls touting dozens of mining stocks at once (do they do deep dives) I dig deep and only surface with rare high-conviction names. Not touting but track record matters. [----] Kirkland $KL 2.5x (exit via $AEM m&a Y23) [----] Karora $KRR.TO 2.5x (exit via m&a Y24) [----] Aris $ARMN 4x ($4.2-$17) [----] Americas $USAS 5x ($1.25-6.4) Kirkland was pre-public writing the other [--] I shared full analysis publicly (SeekingAlpha +"Under the Hood" substack since 2024) Working on a compelling mining idea for [----] plan to publish by end of Jan. Subscribe (link in bio) and stay tuned"
X Link 2026-01-18T16:01Z [----] followers, [----] engagements

"On Junior Mining Investing A big rookie trap I noticed is obsessing over numbers resource (Moz) AISC ($/oz) grade(g/t) annual production; Plug all in Excel BAM you get a bargain (or not). These metrics matter. but there is no edge in it. The real edge(s) mostly hidden; you have to dig deep to find them. Let me give an example: every mining winner starts with sensible acquisitions. I'm far less excited when a project was explored for years by giants (e.g. Barrick) they couldn't make it work sold penny for $. Now your company bought it and touted it as a 'bargain' They'd better have a damn good"
X Link 2026-01-21T22:48Z [----] followers, 19.1K engagements

"@capytalmgmt streaming as a biz model is superior but any deal (like B2Gold) out there"
X Link 2026-01-25T15:05Z [----] followers, [----] engagements

"As covered in my Mining Investing lesson [---] my latest write-up shows how to combine qualitative factors with quantitative metrics to analyze B2Gold and why it is the most compelling mid-tier miner. https://x.com/siyul/status/2015430576829047035s=20 On Junior Mining Investing A big rookie trap I noticed is obsessing over numbers resource (Moz) AISC ($/oz) grade(g/t) annual production; Plug all in Excel BAM you get a bargain (or not). These metrics matter. but there is no edge in it. The real edge(s) mostly https://x.com/siyul/status/2015430576829047035s=20 On Junior Mining Investing A big"
X Link 2026-01-25T21:39Z [----] followers, [----] engagements

""Trump admin proposes steady Medicare rates for 2027." With that news Healthcare sell-off 🩸 $MOH -4% $CNC -4% $ELV -6% $UNH -9% $CVS -11% Overreaction Let me use $MOH data (we flagged as buy in early Dec Y25): Medicare: ✅15% of total revenue ✅12-13% of total gross profit 1). 80% of its operating profit comes from Medicaid. $MOH's medicare exposure is small. 2). Molina (or other insurers) has a choice to exit unprofitable market (and it has done that before). 3). Gov making Medicare inoperable (for business) is unimaginable imo in a mid-term year. More insights like this at "Under the Hood""
X Link 2026-01-26T22:04Z [----] followers, [----] engagements

"Brutal price action in Healthcare today (Medicare flat rates news + uninspiring UNH ER) $MOH $CNC $ELV $UNH $CVS 📉7%- 📉20% In true contrarian fashion I'm removing the paywall on my Dec [----] deep dive into the gov't healthcare sector and highlighting $MOH as a standout pick. I remain bullish today given Molina's minimal Medicare exposure its ability to exit unprofitable markets and its Medicaid thesis remaining intact. This knee-jerk sell-off spells an opportunity imo. If you are contrarian in heart (excited when stocks are down) check it out; it is free to read today. Link in bio (and next"
X Link 2026-01-27T18:55Z [----] followers, [----] engagements

"Here it is: https://underhood.substack.com/p/from-obamacare-to-trumpcare-find https://underhood.substack.com/p/from-obamacare-to-trumpcare-find"
X Link 2026-01-27T19:23Z [----] followers, [---] engagements

"Gold Miner 'Printing' shares == UST printing money No. USTreasury prints money and gives it away (don't get me started on how we spent $ like drunken sailors). A good miner e.g. $BTG B2Gold 'printed' shares to make [--] acquisitions in [--] decades [--] are producing (sold 1) and project to generate $1Bn+ OCF in [----] at $7Bn+ valuation today. To know more about $BTG link in bio. Many good permabulls are in gold stocks because they think the US will just print money. But they forget that many gold miners just print shares - a longstanding trend see below. Will this time be different Doubt it. But price"
X Link 2026-01-28T16:53Z [----] followers, [----] engagements

"$LODE $50Mn offering at $2.75/share 35% dilution (up to 41% with over-allotment). Closed at $3.53/share last night. TL;DR: I have a small position and am exiting (15% loss) One might try to make sense of this raise but to me it is nearly indefensible. If it raises $ ($30Mn in Aug 25) laser focus on priority (PV recycling) 1st site build reach 20% capacity breakeven and show capability as it promised. Then as shareholders we can verify progress and assess whether a future raise is a smart ROIC choice. Instead no updates on metal's critical path used some raised $ for SSOF (a RE fund that co."
X Link 2026-01-29T14:06Z [----] followers, [----] engagements

"Most writers will highlight their previous write-ups when the price surges. Let me do the opposite today. $BTG my latest write-up idea📉10% with Gold decline today. Under $5/share 40%+ discount to a conservative fair value (when modeling gold at $3500/oz) and half the valuation compared to its peers. A compelling setup for a mid-tier gold miner. New write-up dropped: B2Gold a gold miner the most hated and mispriced mid-tier name in North America. My last two mining calls: ✅$ARMN (2024): $4.4-$20/share ✅$USAS (2025): $1.25-$9/share The same disciplined approach applies to this one. if you own"
X Link 2026-01-30T18:01Z [----] followers, 20.7K engagements

"You are right if I don't have the pos I wouldn't buy today. however [--] more things in addition to familiarity has value as you mentioned: [--]. I usually have a wide X-Y gap between 'buy till X' and 'sell unless Y'. case in point B2Gold I might continue to add till it hits $6 but won't consider selling under $9. (just a part of my investing style that I'm willing to be patient for fat pitch). [--]. tax consideration. Both raises the bar to sell. [--]. https://twitter.com/i/web/status/2018137996235555222 https://twitter.com/i/web/status/2018137996235555222"
X Link 2026-02-02T01:42Z [----] followers, [---] engagements

"Glad to report our "satisfactory records" remain strong with $DOLE [--] months in. Up 20% ($13 - $16) fwiw banana prices (both anecdotal & empirical) are rising. e.g. nearby Trader Joe increased from 19c to 23c. That 19c was there since [----] no kidding Not to be superstitious or look too much into the past😂 but when Fishtown and I both raise our hands and buy the records so far have been satisfactory both short and long term. Bookmarked for a revisit. $DOLE Not to be superstitious or look too much into the past😂 but when Fishtown and I both raise our hands and buy the records so far have been"
X Link 2026-02-02T16:56Z [----] followers, [----] engagements

"$LODE ❌$50Mn raise/dilution was bad optics but wasn't a thesis killer I can agree. ❌Saying 'fully funded' a day b4 the raise was inexcusable but still wasn't a thesis killer. ❌But last $30Mn raise (Aug '25) was to "laser focus on getting metal site [--] up (delivery by Dec'25 run hot in 1Q26)". We saw CEO's metal price posting often yet never mentioned Site [--] status. To be clear it is acceptable (and expected) to hear Site [--] issues delays and even budget overruns but radio silence Review the [--] above ask if you still don't see a thesis killer what could possibly be a thesis killer @AbdrazakAlmas"
X Link 2026-02-02T19:38Z [----] followers, [----] engagements

"always intrigued by long-term holders adding after a sizeable drawdown. What's missing in this piece is what has changed (or went wrong) since ATH The impression I got reading this post is "TTD did everything perfectly the market has been dead wrong". Is that right (i'm not familiar with the story but interested in it)"
X Link 2026-02-03T14:42Z [----] followers, [---] engagements

"@compound248 Tough You're too gentle with us shareholders"
X Link 2026-02-03T14:44Z [----] followers, [---] engagements

"I can tolerate a lot of pain😂 but not a grave dance from Palantir investors singing that $PLTR is a superior investment to $PYPL (which sadly has been true). Next [--] months from closing today who is a better performer $PYPL vs $PLTR My vote goes to Paypal (not a joke). And yes sheepishly still a shareholder (increasingly smaller position🤡) Imagine spending the last five years buying $PYPL because it looked cheap only to ride it down over 80% while dismissing $PLTR as expensive using traditional metrics in an market that still has no idea what the ceiling on AI actually is. Dont be a PainPal"
X Link 2026-02-03T14:53Z [----] followers, [----] engagements

"Valuation-wise obviously more demanding than when I recommended but still plenty of upside potential. Also I like its 'role' in UTH (Under the Hood) portfolio its added exposure in Korea maintaining banking exposure (as trimming $DB $C). Continue to maintain a full position. https://twitter.com/i/web/status/2018766958729072711 https://twitter.com/i/web/status/2018766958729072711"
X Link 2026-02-03T19:22Z [----] followers, [--] engagements

"When a DEEP value guy like Lee (only interested in deals priced 50c for a dollar) gets interested in PayPal you know $PYPL is in DEEP trouble. $40 billion market cap here. $37 billion enterprise value when you take into account long-term investments. $$5.5 billion free cash flow and $6 billion EBIT. Trading at like 6-7x cash flow. Guiding EPS down mid-single digits. Buying back stock. New CEO. Seems ok to me. Apparently $40 billion market cap here. $37 billion enterprise value when you take into account long-term investments. $$5.5 billion free cash flow and $6 billion EBIT. Trading at like"
X Link 2026-02-03T20:04Z [----] followers, 86.7K engagements

"4Y ago Tom Gardner from Motley Fool spotlighted [--] names as his "20% compounder for 10Y" picks. Shopify $SHOP Snowflake $SNOW Trade Desk $TTD I challenged him on the difficult (almost impossible) math (60x p/s and 50B+ Mkt Cap at that time). 4Y later: $SHOP -20% $SNOW -38% $TTD -65% This isn't to dunk on Tom. He had an exceptional record. The point is that even the smartest can get swept up in euphoria leaving valuation with no room for error. Today I ask the same Q about $PLTR. At $350Bn Mkt Cap and 80x P/S how will it work https://twitter.com/i/web/status/2018850254636909023"
X Link 2026-02-04T00:53Z [----] followers, 45.9K engagements

"This 2nd-chance $UNFI call from Dec '25 was timely up 23% ($32/33-$40) vs. SPY/QQQ down 1% to 4%. Tri amigos bull call not bad yea😄 @kingdomcapadv @FishtownCap & me. $UNFI I wrote it in July at $27 then it quickly rose to $43 and many readers missed it. It's down 30% to $32-33. If you missed it this is your 2nd chance. Its now cheaper than when I wrote it. The 15% higher price tag gets you previously unknown cyber-attack impacts $UNFI I wrote it in July at $27 then it quickly rose to $43 and many readers missed it. It's down 30% to $32-33. If you missed it this is your 2nd chance. Its now"
X Link 2026-02-05T16:59Z [----] followers, [----] engagements

"$MOH This represents X (and current market) sentiment which is: ✅Molina mgt can't even guide ✅Health insurers are uninvestable ✅Grave dance: M.Burry (whoever long) is dumb I got it it is easy for bears to grave dance on a bloodbath day. But "Untrustworthy mgt can't even guide" shows a lack of understanding of how the underlying pipeline works in gov't-sponsored healthcare. Not a dunk on Wasteland with many astute observations and insightful takes over the years. I remain convinced Molina is a compelling buy and fwiw I added $MOH this morning amid the bloodbath. Absurd guide down at health"
X Link 2026-02-06T15:28Z [----] followers, [----] engagements

"@formerlyaic It is not only that "Mali" risk is less and less important to the B2Gold portfolio but more importantly the risk imo is perceived as higher than the realities I laid out my thoughts in the writeup"
X Link 2026-02-09T20:49Z [----] followers, [---] engagements

"@17thfellow btw you clearly did your homework as shown by your citing 92.9% which imo is a very important number. Nice"
X Link 2026-02-09T21:37Z [----] followers, [---] engagements

"@Alexand52371123 That's a fair point. Investors hate it for a fair reason when you have bleeding economics while growing book"
X Link 2026-02-09T22:03Z [----] followers, [----] engagements

"@JeffBeckMadDog I don't think you are way off. TN/FL is [---] not [---]. So Benson & NY is $70 and I have Benson at $20mn so NY at $50. where do you get 23st and 9th ave property level NOI breakdown My estimate was $2.8Mn so cap rate sub 6"
X Link 2026-02-10T01:40Z [----] followers, [---] engagements

"@GordonL14126126 @Alexand52371123 how many Qs of keep missing another 100-200bps would put its bs to "fairly distressed' level. would like to see your napkin math. thanks"
X Link 2026-02-10T03:06Z [----] followers, [---] engagements

"@TheKapG noted your call-out on sports/video games. thanks"
X Link 2026-02-13T16:28Z [----] followers, [---] engagements

"Noticed a concerning trend in investing write-up. "ask a few Qs get AI answers boom an idea writeup". Often filled with polished facts comprehensive data and well-structured arguments but it lacks the soul of an investor with battlefield experience. At "Under the Hood" ofc we use AI but AI won't override my judgement to source select and highlight the most compelling ideas that's my sacred responsibility. That's my pledge. https://twitter.com/i/web/status/2022404093566665042 https://twitter.com/i/web/status/2022404093566665042"
X Link 2026-02-13T20:14Z [----] followers, [----] engagements

"@compoundingcap1 I find them reasonable but I don't buy anything from ads so i might not be a meaningful benchmark. Could you share a quick example"
X Link 2026-02-13T20:17Z [----] followers, [---] engagements

"@compoundingcap1 Interesting thanks for the inputs. as my use is mostly for company research so quite diverse (and random topics) i kinda take as a given that my ads are not targeted. And yes Meta's ads targeting is a killer"
X Link 2026-02-13T21:14Z [----] followers, [--] engagements

"@FishtownCap I have a small LT position in $BRKB that i never think about it prob a fair Q to think it through. You got a view"
X Link 2026-01-21T20:05Z [----] followers, [---] engagements

"New write-up dropped: B2Gold a gold miner the most hated and mispriced mid-tier name in North America. My last two mining calls: ✅$ARMN (2024): $4.4-$20/share ✅$USAS (2025): $1.25-$9/share The same disciplined approach applies to this one. if you own $IAG $EDV.TO $EQX $AGI or any mid-tier gold name or just want to know why the market's harsh verdict is understandable but short-sighted this one is worth reading. Link in bio https://twitter.com/i/web/status/2015430576829047035 https://twitter.com/i/web/status/2015430576829047035"
X Link 2026-01-25T14:24Z [----] followers, 46.2K engagements

"Rather than applauding Waymo's efforts to achieve self-driving our senator is fixated on why using non-US resources to achieve safety outcomes and more embarrassingly highlighting that as THE big find. Yesterday I got Waymo to admit they are using people [----] miles away in the Philippines tohelp guide their self-driving cars in the U.S. This should scare us all. It must end. Yesterday I got Waymo to admit they are using people [----] miles away in the Philippines tohelp guide their self-driving cars in the U.S. This should scare us all. It must end"
X Link 2026-02-06T21:37Z [----] followers, [----] engagements

"Dec '25 writeup (link in bio) https://x.com/siyul/status/1996594519324701125s=20 Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed https://t.co/FVXKr6rwqr https://x.com/siyul/status/1996594519324701125s=20 Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed"
X Link 2026-02-09T22:22Z [----] followers, [----] engagements

"@UrInsideMan Reddit's moderator community if you've not tried to publish there might not know is strong (and pain in the ass sometimes lol)"
X Link 2026-02-13T16:09Z [----] followers, [---] engagements

"@Valuemaverick @michaeljburry fwiw 75% of $moh's biz has nothing to do with "what this administration is saying. or . literally gutting the profits""
X Link 2026-02-09T17:11Z [----] followers, [----] engagements

"$EBAY Market cap surpassed $PYPL in early Feb the first time since its spinoff. At the peak in [----] $PYPL = 8x $EBAY"
X Link 2026-02-15T02:08Z [----] followers, [----] engagements

"A quick poll while researching $RDDT Do you add "Reddit" to your Google/Gemini search when seeking user reviews Yes and oft vist Reddit Yes but stay in Google Nah Yes and oft vist Reddit Yes but stay in Google Nah"
X Link 2026-02-16T18:00Z [----] followers, [----] engagements

"$VAL added at $31.28 (brutual 15% drawdown in 1w) It rebounded since I hope that was the bottom. What $31/share mean That's $2.2Bn MktCap $2.9Bn EV That's $275Mn for each active ship (total 8👇) and if we count [--] newly acquired DS13/14 that is $220Mn for each ship. At today Day Rate these ships rake in $160Mn a year. 30-35% EBITDA and high cash conversion they print $40Mn+ FCF/year each. $40Mn+ FcF at $220Mn valuation Call it crazy math. That doesn't count semi(2) Jackup (33) and 50% ARO which more than offset 0.7Bn debts. In $VAL Bull's eyes: We are f* back The reality😂. hope that's a"
X Link 2025-03-04T18:52Z [----] followers, 89.4K engagements

"pre-market casino moves: $MGM 📈11% Feel like the market God is watching my portfolio btw $IAC with 75% equity value tied to its $MGM ownership hasn't caught up with MGM's move yet. https://twitter.com/i/web/status/2019055425476239785 https://twitter.com/i/web/status/2019055425476239785"
X Link 2026-02-04T14:28Z [----] followers, [----] engagements

"$HIMS Wild the CEO responded to a retailer's "buy all-in" request. Not even "This is not investment advice." Stock down 50% since. ofc the "every-other-co-is-a-Trillion-dollar-oppo" guy stepped in and gave his endorsement too"
X Link 2026-02-08T03:38Z [----] followers, 15K engagements

"With $VAL at $76 after $RIG's all-stock offer this morning our Mar'25 Buy-the-dip (at $31/share) proved to be a buy at the bottom. Most forgot how brutal the sentiment toward offshore drilling was at the time with declining day rates ships out of contract etc. ofc luck is a factor but knowing what I own helps to stay steady and add during dark moments. I'm observing similar things today and will share my thoughts at "Under the Hood". Subscribe (link in bio) for updates. $VAL added at $31.28 (brutual 15% drawdown in 1w) It rebounded since I hope that was the bottom. What $31/share mean That's"
X Link 2026-02-09T15:06Z [----] followers, [----] engagements

"@FishtownCap If the trust proves to be the primary factor for this drawdown I'm more willing to double down from here. (i think trust issue is a bit over-hyped) We will see"
X Link 2026-02-09T16:02Z [----] followers, [---] engagements

"Is there a bucket big enough to hold either of their arrogance "every-other-stock-is-$1T-Oppo" Linares v.s. "every-other-one-is-blocked-or-dumb" Orr https://twitter.com/i/web/status/2021396384885432760 https://twitter.com/i/web/status/2021396384885432760"
X Link 2026-02-11T01:30Z [----] followers, [----] engagements

"A fairly balanced take on $RDDT re: Reddit / Google relationship. https://x.com/undrvalue/status/2022745057896583202s=20 Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers are hard to argue with. $2.2B in revenue up 69%. $530M in net income after [--] years of losses. Margin expansion. $1B buyback authorized. Its an ads biz. Reddit https://x.com/undrvalue/status/2022745057896583202s=20 Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers are hard to argue with. $2.2B in revenue up"
X Link 2026-02-15T03:33Z [----] followers, [----] engagements

"$SHG a top-tier bank 📈25% as it executes "My fav Banking Playbook" since July [----]. Adding $0.7/share div that's 27% return in [--] months outperforming: ✅ $XLF's 2% ✅3 SK peers (Hana $WF $KB ranged from 15%-20%) Quite a win for boring large foreign banks That together with $DB (3x+) $C (2x+) fair to say banking has treated us well. As promised the latest write-up is available at "Under the Hood." Like $C and $DB Shinhan FG a top-tier South Korean bank is executing my favorite banking playbook: ✅Profitable growth; ✅Curbing low RoTCE biz; ✅Buyback at deep discount to TBV. 9.5% RoTCE target 50%"
X Link 2026-01-21T18:59Z [----] followers, [----] engagements

"When I asked Gemini to rank trustworthiness among Reddit Expedia and TripAdvisor its answer stunned me. $RDDT $BKNG $EXPE $TRIP I didn't think a general-purpose user forum would beat travel-focused sites on travel/hotel recommendations. http://Hotels.com http://Booking.com http://Hotels.com http://Booking.com"
X Link 2026-02-16T19:22Z [----] followers, [----] engagements

"As promised the latest write-up is available at "Under the Hood." Like $C and $DB Shinhan FG a top-tier South Korean bank is executing my favorite banking playbook: ✅Profitable growth; ✅Curbing low RoTCE biz; ✅Buyback at deep discount to TBV. 9.5% RoTCE target 50% shareholder payout 0.61x P/TBV. Shinhan today reminds me of Deutsche Bank $DB in March [----] (2x since). Link in bio. Trimming $C at $85 (avg cost $40) Trimmed $DB at $30 (avg cost $11) Proceeds for a new position: Yet Another Deep-value Bank 0.6x P/TBV 9-10% RoTCE and aggressive shareholder payout. Plan to publish the write-up after"
X Link 2025-07-07T02:02Z [----] followers, 24K engagements

"I recently trimmed [--] mining positions $ARMN and $USAS. Both delivered good results. To maintain metal exposure I added $BTG imo the most compelling mid-tier gold miner (see below). Have more cash than idea. If you get a compelling mining name share it below with a quick pitch. I would love to hear it🙏 What makes $BTG a compelling buy. "Max Hate": its underperformance against mid-tier peers is jaw-dropping (chart below) logical but short-sighted. Status of major Hate Items: ✅"Large CapEx" is completed ✅"Goose Over-budget" is over ✅"Goose Initial Delays" is being https://t.co/4lNE3EEYjL What"
X Link 2026-01-30T01:19Z [----] followers, [----] engagements

"$BTG The value you get from any investing newsletter is not victory dances when 📈 (tbf I occasionally do that 😂) but buy-the-dip conviction backed by reasoning when the stock is 📉. If you've been following me for a long time you will agree I mean every word of it. Most writers will highlight their previous write-ups when the price surges. Let me do the opposite today. $BTG my latest write-up idea📉10% with Gold decline today. Under $5/share 40%+ discount to a conservative fair value (when modeling gold at $3500/oz) and half the Most writers will highlight their previous write-ups when the"
X Link 2026-02-09T17:00Z [----] followers, [----] engagements

"I'm long $MOH Molina Health a top gov't healthcare insurer down 70% from ATH and 60% last year. To my well-informed bear friends bring your best reasoning why it is still a short today. I would love to hear them and give my response. Just don't mention Michael Burry's name. https://twitter.com/i/web/status/2020968034504999068 https://twitter.com/i/web/status/2020968034504999068"
X Link 2026-02-09T21:08Z [----] followers, 41K engagements

"As a $MOH long ofc I read $OSCR 4Q25 ER. Oscar is a pure ACA Marketplace player. Its 4Q25 MLR at 95.4%. For 2026: It guides [----] to [----] bps MLR improvement AND 50% revenue increase. stock 📈 10% as if no one questions how it raises premiums significantly while adding members. What an investor base $OSCR got. (will read script to confirm if any sane mind exists😂) fwiw Molina projects a similar MLR improvement in Y26 but anticipates that only 1/3 of existing members will renew. And still nobody believed it. I'm long $MOH Molina Health a top gov't healthcare insurer down 70% from ATH and 60%"
X Link 2026-02-10T13:47Z [----] followers, [----] engagements

"$HOOD Vlad on "Huge prediction market (gambling) customers cross-sell retirement product oppo." b4 you laugh at him it makes total sense. The more you gamble the more likely you need to delay retirement and more valuable your 401k/IRA account is. it is the broken-glass-on-the-road strategy to boost tire-repair business 😂He figured it out. https://twitter.com/i/web/status/2021624211169530105 https://twitter.com/i/web/status/2021624211169530105"
X Link 2026-02-11T16:35Z [----] followers, [----] engagements

"As a contrarian investor nothing beats seeing a re-rating. First they laugh at you. Then they ignore you. Then they violently agree with you just 6-18 months too late. That's $VAL and $SHG recently. $VAL: $RIG bid offshore assets now become new gold $SHG: chip/memory demand surge Korean market ATH with a low IR market loves Korean banks now. Both ideas were published in "Under the Hood" in Feb and July '25. $VAL 2x+ $SHG 55%+. If you enjoy watching motions (or be part of it) like this (the consensus gets proven wrong) I think you won't be disappointed to find them (link in bio) earlier than"
X Link 2026-02-12T14:57Z [----] followers, [----] engagements

"Reddit $RDDT Not my typical "hard asset 50c-on-the-$" idea not even optically cheap but down bigly amid AI/software decline. Reddit is now "Internet Truth by collective human wisdom" previously held by Wikipedia imo. In my experience as a user and supported by data it deserves a 'built-differently' title. Check out the head-to-head chart how its ARPU YoY% vs $PINS $META $SNAP Surging today with some insider buying. Not to chase but worth adding to your mind map imo. Doing more work consider a write-up. Your thoughts/comments/user experience are welcome."
X Link 2026-02-13T15:49Z [----] followers, [----] engagements

"@DeepIceValue I don't know the details of their $PLTR debates. But I wouldn't ridicule Amit just because one is famed Burry the other is nobody Amit. The merit shall prevail not the fame"
X Link 2026-02-15T03:42Z [----] followers, [----] engagements

"@JeffBeckMadDog I need to go and dig the filings. My mental/napkin math always has it at 150Mn. (don't remember how i get it hope you are right thou)"
X Link 2026-02-10T15:15Z [----] followers, [--] engagements

"I said in July '25: " $SHG Shinhan today reminds me of Deutsche Bank $DB in March [----] (2x since)." Perfect execution since. In 4Q25 10% RoTCE 50% payout (half div half buyback) TBV 10%+ YoY. up 50% since July'25 still trade at 0.85-0.9x P/TBV with a strong Korean market backdrop. The 4th winning bank pick at "Under the Hood" since [----] As promised the latest write-up is available at "Under the Hood." Like $C and $DB Shinhan FG a top-tier South Korean bank is executing my favorite banking playbook: ✅Profitable growth; ✅Curbing low RoTCE biz; ✅Buyback at deep discount to TBV. 9.5% RoTCE target"
X Link 2026-02-11T15:02Z [----] followers, [----] engagements

""Reddit on Google search" poll results so far surprise me. Could be skewed by X algo + my followers' type. Repost so we get a diversified / larger poll. $RDDT $GOOG A quick poll while researching $RDDT Do you add "Reddit" to your Google/Gemini search when seeking user reviews A quick poll while researching $RDDT Do you add "Reddit" to your Google/Gemini search when seeking user reviews"
X Link 2026-02-17T13:46Z [----] followers, [---] engagements

"@joinyellowbrick Oh that's an invitation I can't say no :-) Not saying that $EVC is a good or bad investment. I briefly looked into it and don't think its "adTech is a great asset" thesis is ironclad"
X Link 2026-01-16T03:29Z [----] followers, [---] engagements

"@SixSigmaCapital that catalyst i have $MOH covering for it"
X Link 2026-01-16T17:27Z [----] followers, [---] engagements

"I'm floored that half replies with the same stock. $AUE.AX Anyone care to give a quick/strong pitch Found an ASX listed stock with very high probability of 3-5x returns in [----] at $4500 gold Found an ASX listed stock with very high probability of 3-5x returns in [----] at $4500 gold"
X Link 2026-01-18T21:57Z [----] followers, 15.8K engagements

"@MadolynMaddenMD @thebankzhar Do you still have a position and/or a view"
X Link 2026-01-20T00:05Z [----] followers, [---] engagements

"@valuations_ Apple gained about 2% market share since its [----] apple pay push and hasn't moved much since [----] being 2000bps+ behind Paypal in market share. quite underwhelming imo"
X Link 2026-01-20T15:04Z [----] followers, [---] engagements

"And every year if that status remains unchanged that's 10% FCF yield assuming price stays unchanged. Paypal's bull case in a conservative style isn't about Venmo stablecoin BNPL any of that. it is its crown-jewel branded capability remains relevant each year that's true it is 10% cheaper https://twitter.com/i/web/status/2013629691593216075 https://twitter.com/i/web/status/2013629691593216075"
X Link 2026-01-20T15:08Z [----] followers, [---] engagements

"@SebKrog @natstewart5 look no further than $TRIP in the last 5Y"
X Link 2026-01-20T17:52Z [----] followers, [---] engagements

"An 'intense' exchange with @valuations_ re: $PYPL I would love to hear more smart voices chiming in. fwiw I don't hold a strong view and am mostly open to hearing different PoV. @valuations_ The key Q is how much is narrative/perception vs. reality: e.g. "Apple Pay takes share in branded". What exactly does that refer to in-store online or across the board e.g. "Venmo the only attractive asset." Is that true These are tough Q in the current difficult @valuations_ The key Q is how much is narrative/perception vs. reality: e.g. "Apple Pay takes share in branded". What exactly does that refer to"
X Link 2026-01-20T18:11Z [----] followers, [----] engagements

"@FishtownCap $KHC"
X Link 2026-01-21T20:03Z [----] followers, [---] engagements

"Last post was Junior Mining Lesson 101: Qualitative factors Quantitative metrics Today (102) is "Follow the WorkNot ppt": You often see a team touting a dream asset in ppt 10Y mine life 200koz/year 2Moz total $1000 AISC $1Bn+ NPV we are ready to go. Market Cap $100Mn. It screams cheap Then you look at paperwork all from last owner 20Y ago no updates.(acquired it 5Y ago) Look at CapEx spent $200k exploring last 5Y. You ask what's processing capacity oh we need a new Mill. You ask what's your hoist capacity for the u/g mine. Oh it needs upgrade we haven't done yet. the list can go on. Gold"
X Link 2026-01-22T21:02Z [----] followers, [----] engagements

"@capytalmgmt what's your quick pitch on APM and 1712"
X Link 2026-01-25T18:32Z [----] followers, [---] engagements

"What makes $BTG a compelling buy. "Max Hate": its underperformance against mid-tier peers is jaw-dropping (chart below) logical but short-sighted. Status of major Hate Items: ✅"Large CapEx" is completed ✅"Goose Over-budget" is over ✅"Goose Initial Delays" is being resolved ✅"Gold prepay agreement" ends after 2Q26 (increase 180Mn FCF/quarter) ✅"Mali risk" is overblown. (Zijin's acquiring Allied Gold today shows market appetite). One more thing: Its re-rate doesn't require heroic assumption. It just needs to be business as usual with obstcales being removed. New write-up dropped: B2Gold a gold"
X Link 2026-01-26T17:31Z [----] followers, 16.3K engagements

"@FishtownCap @CDInewsletter i thought I throw a bunch forms at ChatGPT and it spits out my 1040"
X Link 2026-01-26T23:27Z [----] followers, [---] engagements

"@FishtownCap @RyeNotBerben CNC at [--] MOH at [---] Who could be the little genius to pull that off"
X Link 2026-01-27T15:27Z [----] followers, [---] engagements

"@FishtownCap @RyeNotBerben Knowing the problem is 90% path to the solution"
X Link 2026-01-27T16:34Z [----] followers, [--] engagements

"@Valueman53997 The market doesn't like Mali is not news. Zijin buying Allied shows a shrewd operator value it a lot more than the market collectively thinks"
X Link 2026-01-27T19:03Z [----] followers, [---] engagements

"@formerlyaic I'm familiar with i80. This thing needs many things to work (all stars aligned) for the investment to work. recent gold price surge def helps its odds but likely not an easy one"
X Link 2026-01-28T03:25Z [----] followers, [---] engagements

"@formerlyaic they didn't have the number to run its own Mill. Did that change or is it on toll agreement anything material change (since new ceo) make you think it shall work out Y26"
X Link 2026-01-28T03:54Z [----] followers, [--] engagements

"@ShalinSShah @SebKrog @natstewart5 I'm not close enough to form a view. If you do I'm open to hearing it"
X Link 2026-01-29T02:17Z [----] followers, [--] engagements

"@ShalinSShah @SebKrog @natstewart5 I grow increasingly hesitant to build a bull case based on peer valuations. (not specific to TRIP)"
X Link 2026-01-29T03:17Z [----] followers, [--] engagements

"@Lars57360069 You shall frame this and hang it on your wall"
X Link 2026-01-29T14:34Z [----] followers, [---] engagements

"$CVNA: Morgan Stanley on PT: we changed from $1 in [----] to $750 now on "robotaxi optionality". Nobody does it better: "When facts (or price) change we change our Mind." fwiw I haven't read Gotham City report. I like its approach and I heard "this is material" endorsement from a few folks I respect and that Eric pump guy is behind $CVNA. Now this a lot of signals allure me to take a look.😂 What were we doing here guys $cvna https://t.co/D32sbWMKME What were we doing here guys $cvna https://t.co/D32sbWMKME"
X Link 2026-01-29T15:58Z [----] followers, [----] engagements

"I heard Asante as a compelling oppo a few times the last few days. What give the confidence that it can hit the production ramp target in [----] (other than mgt's own projection) Do they have the infra and processing capacity do they have the drilling results to support that What's the math look like https://twitter.com/i/web/status/2017766215343653213 https://twitter.com/i/web/status/2017766215343653213"
X Link 2026-02-01T01:05Z [----] followers, [---] engagements

"@dirtcheapbanks Step 3b: Wake up to become an acquirer at 1.4x TBV"
X Link 2026-02-01T01:08Z [----] followers, [---] engagements

"Here is the problem when investors listen to Rick Rule's (or metal experts alike) advice on Gold. It is like you are in a steakhouse and want an unbiased opinion on "which is better: Beef or Pork" To most gold experts: "Invest Gold or Not" was never a question or a choice; it was is and always will be allegiance. Rick Rule: Were in a bull market - dont waste it. - In the 1970s the gold price fell [--] times by 30% or more - 1971-1975: Gold increased 6x from $35 to $200 - In [----] gold fell from $200 to $100 Everyone shaken out at $100 missed the move to $850 by [----] You have to"
X Link 2026-02-01T01:17Z [----] followers, [----] engagements

"@_SeanDavid Is 'beating earning' that meaningful (thus impressive) anymore given so much is allocated under CapEx and the line between growth vs maintenance CapEx is debatable"
X Link 2026-02-01T14:03Z [----] followers, [---] engagements

"@joe_oa it happens (to all authors) don't let that ruin your otherwise wonderful Sunday not even a minute"
X Link 2026-02-01T15:39Z [----] followers, [---] engagements

"First time ever I really feel: "The World is Eating Software" Wow - It is a relief for me with a sizeable exposure in mining banking drilling banana healthcare casinos RE except for a damn FinTech payment platform (who stays with software)😂"
X Link 2026-02-03T20:12Z [----] followers, [----] engagements

"@ArmsGarrett Appreciate the idea it looks interesting at first glance. However it reminds me of $ Dole back in 2021/2 somewhat similar storyline but hasn't worked like a winner yet (still holding)"
X Link 2026-02-04T14:21Z [----] followers, [---] engagements

"@NestBetter For me the real alternate reality would be a deep dive into Site [--] covering its progress/delays blocking issues challenges how we plan to address them and what that means for the timeline. Stock might not move but I would double down"
X Link 2026-02-04T15:44Z [----] followers, [---] engagements

"@ecommerceshares @FishtownCap That makes sense if it was previously preannounced when beating the guidance as well. Consistency is what matters. If you agree on that then I don't see an issue here"
X Link 2026-02-06T16:07Z [----] followers, [---] engagements

"$dole 2Q24 ✅YoY looked pale at first glance Yet like-for-like (as sold its progressive produce unit) Rev (2.1Bn) /Ebitda (125Mn) reached a 3Y high. ✅Fresh Veg unit: from Qtr of loss to breakeven last Q and $30Mn profit this Q. Yet investors seem to ignore/forget like-for-like initially punished the stock w/ 5% down and take 1/2 day back to green. The deleveraging story continues (net leverage ratio - 1.9x) and it continues to explore Fresh Veg biz sales. https://twitter.com/i/web/status/1823749748077027504 https://twitter.com/i/web/status/1823749748077027504"
X Link 2024-08-14T15:53Z [----] followers, [----] engagements

"What does $UPST do "If one invests equally in all our cohorts it expects an annual 9.6% return." Except our R&D loans. It incurred $125Mn FV loss for $806Mn total loans in [----]. https://twitter.com/i/web/status/1889504727097868297 https://twitter.com/i/web/status/1889504727097868297"
X Link 2025-02-12T02:40Z [----] followers, [----] engagements

"$LIB.V This quote intrigued me and I shall take a look. "I wasn't feeling comfortable executing that plan from Canada. I moved to the trailer in the texas supervised every single part of the process for [--] months." I know a lot of investors overlap re: $LIB.V and $LODE (have similarities). Not to beat the dead horse this CEO quote might suggest a fundamental difference between them. Disclaimer: No position in either. $LIB.V CEO Alex Wylie recently sat down with @MicroCapClub for an incredibly impressive interview. In this clip Alex talks about moving into a trailer at their Texas site to"
X Link 2026-02-03T15:16Z [----] followers, [----] engagements

"In August I discussed trimming $C and $DB adding $SHG and $FFIC. Today I discuss: ✅1000 bps outperformance of the two new positions ✅Their thesis-cementing 3Q25 results. ✅Large banks (GSIBs)' 3Q25 common themes. ✅My quick banking valuation tool and current thoughts on $C and $DB. (behind paywall) Link in bio https://twitter.com/i/web/status/1988240085037293954 https://twitter.com/i/web/status/1988240085037293954"
X Link 2025-11-11T13:39Z [----] followers, [----] engagements

"The portfolio move made based on this write-up has generated 13%+ pure alpha over the last [--] days. The move Buy $MOH (Molina Health) Sell 1/3 $VAL (Valaris) $MOH up 10% $VAL 3.5% since the writeup. Most noticeably $MOH has outperformed its peers since an early sign that market overpunishment is over. I paused the further move (I think a bit overdone) for now but plan to move more ( $VAL - $MOH) in the next 1-2 months. Read and subscribe UTH (link in bio) to get updates like this Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have"
X Link 2025-12-11T15:12Z [----] followers, [----] engagements

"$IAC down 13% to $28/share after a weak 3Q25 report. It was a depressing report its Meredith search biz deserves a haircut agreed. That said its $MGM stake is worth $26/share. It has 0.7Bn cash 9/share. I'm watching (not buying) but I must say it gets enticing here. https://twitter.com/i/web/status/1985461546441478653 https://twitter.com/i/web/status/1985461546441478653"
X Link 2025-11-03T21:38Z [----] followers, [----] engagements

"Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed top players $UNH $ELV $CNC $MOH $CVS and what I'm buying now (what I sold to fund) Available at "Under the Hood" link in bio"
X Link 2025-12-04T14:56Z [----] followers, 22.2K engagements

"$DECK from @andrewcoye hated consumer discretionary space depressed price yet lively brands (Ugg and Hoka). https://x.com/andrewcoye/status/2007087000206422283s=20 Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm https://x.com/andrewcoye/status/2007087000206422283s=20 Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial"
X Link 2026-01-05T15:24Z [----] followers, [----] engagements

"@irbezek @MadThunderdome $JDSU was only 20% smaller than $MSFT in y2000. Who is todays $jdsu"
X Link 2022-06-19T23:26Z [----] followers, [--] engagements

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