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@Divergent7651 Avatar @Divergent7651 Divergent Capital

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

Engagements: XXXXX #

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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 XXXXX% stocks XXXXX% countries XXXXX% technology brands XXXX% cryptocurrencies XXXX% fashion brands XXXX%

Social topic influence $alsn #1, $dan #1, acquisition #541, $tpb 6.9%, $chtr #1, $cmcsa #9, $nxst #1, $mo #2, $crox #2, sentiment #53

Top accounts mentioned or mentioned by @oestaone @cparyse86296 @vanktran10 @prinsengrachtda @cheapstockguy @ragingbullcap @neversellnflx @lundeen_ne @rospark750 @facepalm195 @absreturnchaser @wcrelease @joinyellowbrick @newbinvest @natstewart5 @spencerpapay @tbone_1_ @codewithimanshu @ritzeradam @wealth_strats

Top assets mentioned ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Charter Communications Inc (CHTR) Comcast Corporation (CMCSA) Nexstar Media Group, Inc. Class A Common Stock (NXST) Altria Group Inc (MO) Crocs, Inc. (CROX) Ardana (DANA) TEGNA Inc. (TGNA)

Top Social Posts

Top posts by engagements in the last XX hours

"$ALSN $DAN proposed acquisition now approved in South Africa. Slowly but surely gaining regulatory approvals. U.S. still to come"
X Link 2025-10-15T09:54Z 3194 followers, XXX engagements

"Some names that look interesting to me: Japan exchange Group $8697.T - Japan tailwind Turning Point Brands $TPB - Increasing nicotine pouch exposure Baltic Classifieds Group $BCG.LN - pricing power Dalrymple Bay Infrastructure $DBI.AX - pricing power Anyone across these"
X Link 2025-10-07T10:23Z 3187 followers, 2034 engagements

"@CParyse86296 Looks interesting. What's the thesis"
X Link 2025-11-27T12:05Z 3187 followers, 1436 engagements

"@neversellnflx @Vanktran10 Do you have any take on this issue of dilution from the Cox deal I vaguely recall from the merger proxy document that Charter has an option to issue cash as opposed to stock for some of the convertible units its issuing which might result in fewer shares out post merger"
X Link 2025-12-09T13:58Z 3188 followers, XX engagements

"Just posted a new write-up that's free to read in the usual place. $ALSN $DAN"
X Link 2025-11-24T02:34Z 3194 followers, 1725 engagements

"Loosely thinking about a basket of stocks with abysmal sentiment high FCF yield decent share repurchase yield and/or dividend yield and potential near-term catalysts for valuation re-rating. Some ideas: 1) $ALSN 2) $CHTR 3) $CMCSA 4) $NXST 5) $MO 6) $CROX"
X Link 2025-12-12T06:09Z 3194 followers, 5875 engagements

"Just cancelled my Chatgpt subscription. Asked it to perform the simple task of extracting and comparing financial metrics over a series of years. The metrics are already set out in the biz's annual reports. Even directed it to the exact page and the exact heading. Couldn't do it"
X Link 2025-12-07T23:24Z 3194 followers, 71.8K engagements

"$ALSN - $DANA inc merger catalyst. Increases FCF expands On-Highway segment geography beyond NA additional EV products. $CHTR - Cox merger + completion of major capex cycle significantly increases FCFs. $CMCSA - Versant cable spinoff. May alleviate conglomerate discount"
X Link 2025-12-12T06:13Z 3194 followers, XXX engagements

"Indian competition regulator has approved $ALSN $DAN merger. Approvals in Austria Brazil and India to date. Poland and U.S. pending. Thesis is approvals likely due to:- 1) Low product overlap; and 2) Low geographic sales overlap"
X Link 2025-09-10T23:44Z 3188 followers, 1094 engagements

"Some brief thoughts on $TPB: 1) Large and increasing exposure to nicotine pouches: XX% of revs ($30.1M) in Q2'25 XX% QoQ growth ($22.3M) XXX% YoY growth guiding $100-$110M sales for FY25 (1/n)"
X Link 2025-10-09T08:42Z 3189 followers, 2068 engagements

"$ALSN pro forma cash flow factoring in $DAN acquisition - Form 8-K dated 07/11/'25. $987M FCF (Net income + D&A + amortisation + acquisition costs - capex + synergies). XXXX% FCF yield on current market cap. Share price = $XXXXX. 10x FCF =$118. 12x FCF = $142"
X Link 2025-11-15T00:09Z 3193 followers, XXX engagements

"Three special situations that I have on the go right now: 1) $ALSN $DAN merger arbitrage. $ALSN gains $280M FCF from deal. All regulatory approvals now obtained. Subject to finance. Pro forma combined TTM FCF of $987M. 10x multiple = $XXXXXX per share vs $XXXXX now. (1/3)"
X Link 2025-11-22T01:09Z 3189 followers, 2127 engagements

"@CheapStockGuy Thanks for reading. I didn't do much work on the $DAN side of the deal. But I did read management are paying down $2B of debt and returning $500M - $1B to shareholders. Could be something there"
X Link 2025-11-24T18:19Z 3190 followers, XX engagements

"What's your best idea/top position right now"
X Link 2025-11-27T06:07Z 3189 followers, 19.3K engagements

"@Vanktran10 Had a bit more of a look since I commented and the remainco looks interesting. Spinco not so much. The broadband segment of Comcast looks incredibly cheap with terrible sentiment. Much like charter"
X Link 2025-12-09T12:44Z 3188 followers, XX engagements

"More to come hopefully. $ALSN"
X Link 2025-12-10T23:55Z 3194 followers, XXX engagements

"$NXST - $TGNA merger - XX% increase in FCF (subject to reg approvals); 2026 election year earnings increase; sensitive to rates falling - high proportion of variable rate debt. $MO - nicotine pouch exposure via ON $CROX - buyout target. Skechers purchased for 2x $CROX MC"
X Link 2025-12-12T06:19Z 3194 followers, XXX engagements