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@lundeen_ne "@CapitanoJacko @inglouriouscap His name is Wally Weitz"
X Link @lundeen_ne 2025-10-14T13:24Z XXX followers, XXX engagements

"@ohcapideas Who do you get your financial advice from The bitcoin wizard"
X Link @lundeen_ne 2025-10-14T18:02Z XXX followers, XXX engagements

"$OMC + $IPG XXXXX s/o $4.7B net debt $3B normalized FCF But even at $2.5B I think its worth over $100/sh Targeting $750M cost synergies by YE29 $139-$162/sh would be 15-20% IRR excl. div/buybacks Worst/best case X% / XX% outside of recession in which case will bag hold"
X Link @lundeen_ne 2025-10-06T15:12Z XXX followers, 1254 engagements

"Has any company ever said theyre not confident in their ability to deliver long-term growth / shareholder value"
X Link @lundeen_ne 2024-10-09T17:19Z XXX followers, 6840 engagements

"Li Lu with over $XX billion AUM has a $30M position in $SOC (assuming he wasnt the 1M block who sold) XXXX% position"
X Link @lundeen_ne 2025-09-28T00:41Z XXX followers, 14.4K engagements

"Wrote a short thing on $OMC + $IPG Can see some embedded OMC financials back to the 1990s at the bottom. I like OMC more but combined entity under John Wren will be one of those companies I wish I could buy all of and reinvest the cash somewhere else"
X Link @lundeen_ne 2025-10-08T19:46Z XXX followers, XXX engagements