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@Divergent7651 Avatar @Divergent7651 Divergent Capital

Divergent Capital posts on X about $alsn, $dan, $hon, hon the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence #

Social category influence finance stocks cryptocurrencies countries fashion brands #1324 exchanges

Social topic influence $alsn, $dan, $hon #2, hon #148, debt #170, china #2848, $deck #7, $280m, honeywell #6, $lulu #27

Top assets mentioned ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Heroes of NFT (HON) Deckers Outdoor, Corp. (DECK) Honeywell International Inc (HON) Lululemon Athletica Inc (LULU) Liberty Broadband Corporation Class C (LBRDK) General Electric Company (GE) TransDigm Group, Inc. (TDG) Raytheon Technologies Corp (RTX) Crocs, Inc. (CROX) GE HealthCare Technologies Inc. Common Stock (GEHC) Danaher Corporation (DHR) GE Vernova Inc. (GEV) Charter Communications Inc (CHTR) DuPont de Nemours Inc (DD)

Top Social Posts #

Top posts by engagements in the last XX hours

"Thread on potential spin-off idea: $LBRDK spin-off of GCI Liberty (GCI). Figures cited are taken from GCI's Form S1. Comments from management are taken from GCI Liberty conference call dated X June 2025. References to times are timestamps for conference call ("CC") recording"
@Divergent7651 Avatar @Divergent7651 on X 2025-06-30 04:16:54 UTC 2506 followers, 1076 engagements

"Some peer analysis for comparable businesses listed by $ALSN management in the Q1'25 investor relations presentation. Seems like the fear of electrification is really depressing $ALSN's valuation. Perhaps unduly so. (ROTA = return on tangible assets)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-20 23:59:21 UTC 2504 followers, XXX engagements

"@SFarringtonBKC Im not familiar with this angle. Would you mind elaborating"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-11 22:50:46 UTC 2503 followers, XXX engagements

"$HON spin of its aerospace division is interesting. Whole biz trades at P/FCF of 17X. Aerospace div is most profitable division. Capital light with FCF conversion of XX% and ROA of 23%. According to management comparable biz's for aero include $GE $TDG & $RTX. (1/2)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-11 03:41:16 UTC 2506 followers, 34.4K engagements

"No market reaction to $ALSN purchase of $DAN off-highway segment that management estimates will increase FCF by $280M or 40%. Approved by both boards. subject to reg apps. Due to close Q425. Cash + debt funded. No share dilution. XX% upside in near term Anyone looking at this"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-04 01:42:27 UTC 2503 followers, 1255 engagements

"@yzyg0 Catalyst will be continued strong business results. Market can only ignore them for so long. Just like with $DECK"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 01:02:28 UTC 2506 followers, XXX engagements

"6) Average per store results for each segment = total segment results / average number of stores open during current/prev year. Average stores open per segment for FY25/24: Americas = XXX China = XXX Rest of world = XXX (3/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 07:07:27 UTC 2506 followers, XXX engagements

"More potential value unlock for $HON shareholders via Quantinuum IPO"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-23 02:27:42 UTC 2510 followers, XXX engagements

"In a nutshell what's your best investment idea right now"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-26 20:54:05 UTC 2506 followers, 3327 engagements

"9) Caveats: a) NSOC may not = capex - D&A given other uses for cash described. b) NSOC likely vary by segment. Hence average NSOC figure not precise. Also effects pre-tax return on NSOC figs. c) China and ROW less mature than Americas. Returns could increase over time. (5/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 07:07:29 UTC 2506 followers, XXX engagements

"@3Plantey2 I agree but I already own $DECK and Im happy with my position size"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 01:04:35 UTC 2506 followers, XXX engagements

"Relatively equal in quality but without the growth of HOKA and UGG obviously"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-24 22:42:13 UTC 2502 followers, XXX engagements

"6) $3B share repurchase authorization outstanding with consistent repurchases being made: 7) Reasonable valuation: trades at 14.5x FY25 FCF (assuming D&A is = to maintenance capex) and a FCF yield of 6.8%. (4/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-27 23:10:18 UTC 2506 followers, XXX engagements

"I wouldn't be surprised if Chris Hohn ends up owning Honeywell aerospace. Seems like his kind of business - mission critical software and components for aircraft with pricing power. Unless he doesn't buy competitors to his current holdings"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-23 22:56:51 UTC 2501 followers, 2496 engagements

"Some things I like about $LULU: 1) Excellent margins: FY25 XX% gross margin XXXX% operating margins. 2) Excellent ROIC: XX% pre-tax return on tangible assets; XX% pre-tax return on equity with no LT debt. 3) Strong balance sheet: $1.3B in cash; no LT debt. (1/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-27 23:10:16 UTC 2506 followers, 9605 engagements

"Further to this thread and in addition to John Malone's explicit comments another interesting feature of $GLIBK's prospectus which seems to indicate Malone's desire to recreate a Liberty Media like entity is the "Ventures Group common stock". (1/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-17 09:06:53 UTC 2504 followers, XXX engagements

"Thinking through rough unit economics for $LULU. 1) capex includes new store openings. 2) Assuming D&A = maintenance capex then capex - D&A = money spent on new store openings. 3) For FY25 capex = $689.232M; D&A = 446.524M. Difference = $XXXXXXX on new stores. (1/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 07:07:25 UTC 2506 followers, 1723 engagements

"Trying to understand any reasons why $ALSN and $DAN deal may not close. This is reassuring. From $DAN Form 8K dated 13/06/2025"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-06 23:09:16 UTC 2503 followers, XXX engagements

"3) FY24 OH segment figures from $DAN latest 10-K: $2.8B revs $419M EBITDA $66M capex $460M segment net assets $280M FCF per $ALSN management investor presentation. 4) Acquisition expected to be "immediately accretive to $ALSN diluted EPS". (3/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-05 01:17:41 UTC 2506 followers, XXX engagements

"@f16g61s1g61 @BillyRa44191170 Thanks for sharing. Something to keep in mind. Where's this excerpted from"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-29 00:08:57 UTC 2504 followers, XX engagements

"Merger fantasy: $DECK buys $CROX with a Heydude divestiture/spinoff as a condition precedent. $DECK could double its earnings with an equally high quality business for less than what it would cost to achieve the same outcome via buybacks"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-24 22:40:43 UTC 2504 followers, 1013 engagements

"Seeing some broad similarities between $DECK and $LULU opportunities: biz has great margins and returns on capital; tariff fears; no long-term debt; lots of cash on BS; ongoing share repurchases; high growth rates for China and rest of world segments"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-27 21:34:38 UTC 2506 followers, XXX engagements

"Assuming $DAN returns the entire $550M of capital to shareholders via a dividend and with 145739284 shares out as of latest 30/04/25 10Q payment would be $XXXX and a XX% yield on current share price of $17.82"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-04 03:49:47 UTC 2503 followers, 1437 engagements

"$HON today is $GE pre-spin off though not quite as undervalued as $GE was. Multiple high-quality peer leading businesses being spun off that are ripe for revaluation to peer P/FCF multiples. Especially aerospace. + potential IPO of Quantinuum"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-27 00:22:39 UTC 2506 followers, 25.2K engagements

"7) At current prices the value attributed to the GCI stub is very low. $LBRDK trades at $96.16; $CHTR at $XXXXXX. XXXXX x $XXXXXX = $XXXX of $CHTR value per $LBRDK. $LBRDK $XXXXX - $XXXX = $XXXX per XXX GCI share. $XXXX x X = $XXXX implied value per GCI share. (4/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-06-30 04:16:57 UTC 2503 followers, XXX engagements

"@Smartonecapital If by synthetic buy you mean purchase GCI ahead of the spin off by purchasing LBRDA I dont think that would work now that the record date of XX June has passed. I may be misunderstanding you though"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-11 04:12:13 UTC 2501 followers, XX engagements

"Thread on a special situation idea: $ALSN purchase of $DAN "off-highway" ("OH") biz segment. Summary: XX% increase in $ALSN FCF from merger not currently priced in. Can profit from either (1) purchase of $ALSN stock; or (2) $ALSN Dec25 Feb26 or Dec26 call options. (1/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-05 01:17:40 UTC 2501 followers, 8935 engagements

"5) Growing segments: China YoY revenue growth 41.3%; operating income growth 51.2%. Rest of world YoY revenue growth: 26.8%; operating income growth 56%. (3/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-27 23:10:18 UTC 2506 followers, XXX engagements

"Am I crazy or are there $HON stock warrants listed on the Frankfurt stock exchange when you search Honeywell in IBKR"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-12 07:23:35 UTC 2500 followers, 1461 engagements

"@DurableCreators @cmo040958 Draft registration statement for qnity electronics is out. I noticed their injecting the biz with $4B of debt as per the pro forma statements whereas it had none previously. with $638M FCF net of $280M interest expense and with Entegris at 44x earnings might be interesting"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-26 08:33:24 UTC 2504 followers, XXX engagements

"$HON long-term debt is a thing of beauty. Low rates long dates"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-21 05:51:00 UTC 2506 followers, 1670 engagements

"Another interesting angle to the $ALSN $DAN deal is that $DAN will receive $2.4B in cash after taxes (more than its MC) repay $2B in debt return $550M to shareholders on or before closing and return $1B through to 2027 per management. Mediocre business though"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-04 02:52:39 UTC 2503 followers, XXX engagements

"7) Segment average per store operating income: Americas = $6.701M China = $3.668M Rest of world = $2.099M 8) Estimated segment per store pre-tax return on opening cost: Americas = XXX% China = XXXXX% Rest of world = XXXXX% (4/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 07:07:28 UTC 2506 followers, XXX engagements

"Interested to see how $GLIBA and $GLIBK begin trading tomorrow. Write-up in the usual place"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-15 02:01:58 UTC 2502 followers, 2241 engagements

"Both the problem and the opportunity with $HON is really made evident when you actually try to learn more about one of its segments. There's an information inefficiency caused by the consolidated reporting. There's not enough specific information for each of its segments"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-23 01:50:27 UTC 2502 followers, XXX engagements

"Any interesting special situations out there"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 23:21:41 UTC 2506 followers, XXX engagements

"$DD and $HON LEAPs seem mispriced given upcoming spinoffs"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 23:22:35 UTC 2506 followers, XXX engagements

"4) Strong X year operating history: FY21 - FY25: revs up 140%; operating income up 200%; diluted EPS up 225%; shares out down 5.2%; incremental pre-tax ROE of 100%. (2/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-27 23:10:17 UTC 2506 followers, XXX engagements

"$ALSN purchase of $DAN off-highway segment likely to also benefit on-highway sales and earnings in the long-term by allowing $ALSN to access international markets. Geographic breakdown of $ALSN sales highlights the opportunity"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-07 23:10:04 UTC 2503 followers, XXX engagements

"Form 8-K dated 18/06/2025 $DAN has repurchased 14268505 of its shares from Icahn Group. Share count reduced from 145739284 as at 18/04/2025 to 131470779. Again assuming return of $550M capital via dividend payment now increased from $XXXX to $XXXX. XX% yield"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-06 23:04:54 UTC 2501 followers, XXX engagements

"Factors supporting $ALSN $DAN deal approval: 1) Low product overlap: XX% $DAN revenues from non-transmission products. 2) Geographic separation: XX% of $ALSN sales in North America; XX% $DAN sales outside NA. 3) Rationale: vert integration geo expansion - not consolidation"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-08 22:52:53 UTC 2503 followers, XXX engagements

"This write-up raises an interesting counterpoint for $ALSN - electrification and commoditisation of transmissions. It reminded me that I know absolutely nothing about transmissions"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-07 23:38:10 UTC 2506 followers, 2777 engagements

"4) FY25 new store openings: XX in Americas; XX in China; X in APAC; one closed in EMEA = XX total net store openings. 5) Estimated FY25 average new store opening costs ("NSOC") = capex - D&A / net store openings. $242.708M/56 openings = $4.334M average NSOC (2/n)"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-28 07:07:26 UTC 2506 followers, XXX engagements

"Anyone experienced with merger arbitrage have a view on the likelihood of the $ALSN $DAN deal getting regulatory approval DMs open"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-16 03:55:17 UTC 2503 followers, XXX engagements

"I'm neither a US nor an EU attorney but talking through the relevant legal tests and the facts of the merger with Claude it seems likely that the $ALSN and $DAN off-high way transaction will gain regulatory approval in the US and the EU. The transaction enhances competition"
@Divergent7651 Avatar @Divergent7651 on X 2025-07-21 00:13:19 UTC 2503 followers, XXX engagements