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DuckPond Value Research posts on X about $dwl, $axl, blog, $alv the most. They currently have XXX followers and XXX posts still getting attention that total XX engagements in the last XX hours.
Social category influence cryptocurrencies finance stocks currencies automotive brands
Social topic influence $dwl, $axl, blog, $alv, $frvia, $fr, $sha0, $aptv, $dan, bre
Top assets mentioned Axelar (AXL) Alvey Chain (WALV) First Industrial Realty Trust, Inc. (FR) Aptiv PLC (APTV) WABnetwork (WAB) BorgWarner Inc. (BWA) Magna International (MGA) Liberty Global, plc. Class A (LBTYA) VinuChain (VC) Adient plc Ordinary Shares (ADNT) Lear Corporation (LEA) Concentra Group Holdings Parent, Inc. (CON)
Top posts by engagements in the last XX hours
"Tomorrow American Axle shareholders vote on the merger with Dowlais. Next week Dowlais will vote too. Arbitrage returns are declining but the merger remains compelling. I discussed the merger on my blog a few months ago. Link in bio. $DWL $AXL" @DuckPond_VR on X 2025-07-14 14:59:27 UTC XXX followers, XXX engagements
"Dowlais Part I is published. We will analyze Dowlais Autoparts & the industry cycle and its medium-term prospects. Tomorrow Part II covering individual and combination valuation with American Axle. Link in bio $DWL $AXL $DAN $GEST $MGA $BWA $FRVIA $APTV $WAB $1316 $SHA0 $FR $ALV $BRE" @DuckPond_VR on X 2025-03-21 15:37:08 UTC XXX followers, 1684 engagements
"๐List of contents in The Value Pond (link bio & answer) Full thesis published: 06/25 - Forvia(Autoparts) ๐ 03/25 - Dowlais (Autopats) ๐ 01/25 - Drger (Health Equipment) ๐ 10/24 - Liberty (Telcom) ๐ 10/24 - Biesse (Machinery) ๐ 07/24 - Grifols* (Pharma-Plasma) 03/24 - Mo-Bruk (Waste serv) ๐ 12/23 - Bayer AG (Agro-Pharma) ๐ Special situations 10/24 - Sunriseโ
01/24 - Capriโ Other articles 02/25 - Degiro: Value to Growth 07/24 - Opportunity cost applied to IAG 03/24 - Poland Macro Analysis Expected updates ๐ Thesis completed โ
Thesis failed โ *Grifols thesis & updates published on" @DuckPond_VR on X 2025-06-20 08:56:28 UTC XXX followers, 1252 engagements
"Jefferies on Forvia: ๐Forvia and Autoliv rated buy Schaeffler and Valeo hold. European partnership with BYD offers comfort against Chinese OEM competition risk. ๐Restructuring opportunities and potential from underperforming businesses. $FRVIA $ALV $SHA0 $FR" @DuckPond_VR on X 2025-07-02 14:40:42 UTC XXX followers, XXX engagements
"UBS Upgrades American Axle to buy with price objective of $X. Relaxed US emissions rules and Dowlais merge as main reasons. Check detailed AXL thesis on my blog. $AXL $DWL" @DuckPond_VR on X 2025-07-18 10:40:18 UTC XXX followers, XXX engagements
"Forvia +12% 1w. More to come here. Full thesis on my blog. ๐Link in bio. $FRVIA $FR $VC $ADNT $LEA $JMAT $HLE $DWL $DAN $CON $APTV $ALV" @DuckPond_VR on X 2025-06-27 07:49:40 UTC XXX followers, XXX engagements