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@HettyGreen2020 StartMakingSense CapitalStartMakingSense Capital posts on X about eos, $zion, $wal, $key the most. They currently have XXX followers and X posts still getting attention that total XX engagements in the last XX hours.
Social category influence stocks XX% finance XX% cryptocurrencies XXXX% currencies XXXX%
Social topic influence eos 25%, $zion 12.5%, $wal 12.5%, $key 12.5%, $cfg 12.5%, $fi 12.5%, $tfc 12.5%, $120m 12.5%, zion 12.5%, $45m XXXX%
Top accounts mentioned or mentioned by @cedarstresearch @elerianm @mariojr66
Top assets mentioned Zions Bancorporation, NA. (ZION) Walrus (WAL) Selfkey (KEY) Centrifuge (CFG) Fiserv, Inc. (FI) Truist Financial Corp (TFC) The Baldwin Insurance Group, Inc. Class A Common Stock (BWIN) Apollo Global Management, Inc. (APO)
Top posts by engagements in the last XX hours
"Appaloosa/Tepper's XX F esp interesting this time: Bought both $ZION and $WAL right before bad loan news. Tiny amounts tho. Bad news hits us all. New allocs to reg'l banks is notable though. Incl $TFC $KEY $CFG Also $120m new position in $FI which is down XX% since 9/30"
X Link 2025-11-25T14:42Z XXX followers, XXX engagements
"@CedarStResearch Must add earnouts and deferred pmt to PP. They said expect to pay them. Multiple is dilutive unless they get growth & huge synergies incl $45m of expense syn of $60m projected. Must draw $400m from revolver now. And puts $250m earnouts on balance sheet. 5x lev w/ EOs $BWIN"
X Link 2025-12-03T14:51Z XXX followers, XXX engagements
"@CedarStResearch They must draw. 90m cash on BS last qtr. Need to keep at least 50-60m cash. They said on call they expect to pay the EOs and fair value wont change much. Paid at X yr and X yr anny (soon). PP obv structured to avoid blowing out bank and rating agency leverage at close"
X Link 2025-12-03T15:04Z XXX followers, XXX engagements
"@elerianm Oh yes sign me up for all these levered middle market shitcos who arent public for a reason. Happy to pay XXXX% for the privilege instead of XXXX% for $VOO $APO"
X Link 2025-12-12T15:49Z XXX followers, 1072 engagements