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@RecoveryTrade Avatar @RecoveryTrade Another value investor

Another value investor posts on X about $bhf, pacific, discount, reit the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance XXXXX% travel destinations XXXX% stocks XXXX%

Social topic influence $bhf #30, pacific 2.29%, discount 2.29%, reit #52, hong #1753, hong kong #1397, kong 1.53%, $krc 0.76%, corp 0.76%, dividend yield XXXX%

Top accounts mentioned or mentioned by @mikefritzell @mr_neutral_man @valuepraya @thepupil11 @mrneutralman @irbezek @inflexiosearch @smartkarma @philhk @taobanker @realassetsvalue @tsxman @smalikjo @scalphunter_ @decipherintl @bitmoreleverage @andykh @snowballcaptial @thelonghappy @blondesnmoney

Top assets mentioned Brighthouse Financial, Inc. (BHF) Kilroy Realty Corp. (KRC) Americold Realty Trust, Inc. (COLD) Camden Property Trust (CPT) Cinemark Holdings, Inc. (CNK)

Top Social Posts #

Top posts by engagements in the last XX hours

"$KRC sells its corporate aircraft . Wait what Why does a west coast office REIT own a corporate jet"
X Link @RecoveryTrade 2025-02-12T17:55Z 2787 followers, 1022 engagements

"Anyone here own Tingyi Holding Corp Stock has undergone a major correction not clear if there is any fundamental basis for this. Attractive valuation (6x EBITDA 12x PE X% dividend yield) and decent historical compounding"
X Link @RecoveryTrade 2025-10-04T13:03Z 2792 followers, 2554 engagements

"Shares of (Hong Kong Ferry) are finally trading higher. Stock is net/net with cash equal to 1.2x mcap available for sale properties of 1.1x mcap and other properties equal to 2x mcap"
X Link @RecoveryTrade 2025-06-25T06:57Z 2792 followers, 10.2K engagements

"Controversial opinion but I believe that Swire Pacific (46% NAV disc) is way better value vs. Jardine Matheson (20% NAV disc)"
X Link @RecoveryTrade 2025-10-09T08:37Z 2787 followers, XXX engagements

"Hong Kong Ferry outperforming its parent Henderson Land which is issuing HK$8bn of CBs. Win/win would be asking its subs to pay a special dividend"
X Link @RecoveryTrade 2025-07-11T08:02Z 2792 followers, XXX engagements

"Anyone have views on $COLD Trading at sub 10x AFFO XXX% divvy yield XX% payout. ND is 6x Adj. EBITDA cap rate is XX. I've been lucky enough to stay clear. At these levels can't deny that it looks attractive"
X Link @RecoveryTrade 2025-09-06T15:05Z 2792 followers, 48.2K engagements

"@Andy__KH @SnowballCaptial Sales of just a few floors to a few tenants no arms-length sales to financial investors. Management is not able to sell below NAV which is a fake overvalued number"
X Link @RecoveryTrade 2025-10-09T09:27Z 2787 followers, XX engagements

"$BHF offer to be $65-70 with potential Mubadala and QIA co-investors. Bought a small amount of the prefs and commons earlier this week nearly zero implied deal odds. Post deal $BHF would logically need to expand its capital base seems unlikely prefs will be mistreated"
X Link @RecoveryTrade 2025-09-19T17:31Z 2787 followers, XXX engagements

"@Mr_Neutral_Man I hope this all plays out well I certainly am heavily invested but I am focused more on contra opinions given the extent of underperformance of large cap US multi"
X Link @RecoveryTrade 2025-10-17T03:09Z 2792 followers, XXX engagements

"@orrdavid Smilar case study is which holds a massive cash balance trades at deep NAV discount pays out a divvy with option to take scrip everyone takes scrip shares o/s grow rapidly and so on. Company trades at low beta to industry modest discount vs peers"
X Link @RecoveryTrade 2025-09-26T18:07Z 2788 followers, XXX engagements

"@blondesnmoney @Ponzian @yenoms I believe Brighthouses poor capital position limits its ability to be utilized as a piggy bank for private credit. If this is correct the buyer would need to improve the capital position of $BHF. I could be missing something here as Im not an insurance expert"
X Link @RecoveryTrade 2025-09-12T21:31Z 2787 followers, XXX engagements

"Sorry I correct myself the B shares of are at XX% NAV discount not XX% which is the A shares"
X Link @RecoveryTrade 2025-10-09T08:44Z 2785 followers, XXX engagements

"@Mr_Neutral_Man Interesting comment by $CPT in conference. Many REITs claiming they can develop to a X cap while private market trades below replacement value the two cannot be possible at the same time. IMO this highlights key risk factor of empire building by entrenched mgmt and dev't teams"
X Link @RecoveryTrade 2025-10-17T02:02Z 2792 followers, XXX engagements

"@Andy__KH @SnowballCaptial Jardine Matheson vs. Swire Pacific B Shares. These lines will cross again . I believe the catalyst could be JM announcing acquisitions - this is inevitable with so many PE dudes seconded into mgmt"
X Link @RecoveryTrade 2025-10-09T09:31Z 2787 followers, XX engagements

"@BitMoreLeverage Any thoughts on why $MCS theatre EBITDA recovery is trailing $CNK so much Last time I checked they are still XX% below peak EBITDA on theatres"
X Link @RecoveryTrade 2025-10-08T18:04Z 2785 followers, XXX engagements

"@MichaelAArouet Why wouldn't you compare housing with the return on credit funds"
X Link @RecoveryTrade 2025-10-17T00:28Z 2789 followers, XX engagements

"@Mr_Neutral_Man This sounds academic but its intellectually dishonest for REIT managers to be using cost of debt as a hurdle rate for development when they are XX% equity capitalized. I understand the long thesis but I am concerned about things that could undermine that"
X Link @RecoveryTrade 2025-10-17T03:21Z 2792 followers, XXX engagements

"@stoked_on_waves @blondesnmoney If those are really the only examples of downside then $BHF prefs at XX% yield are a steal"
X Link @RecoveryTrade 2025-09-20T07:44Z 2787 followers, XXX engagements

"Brighthouse Financial XXX% pref shares $BHFAP priced at XX% discount to redemption price w. current yield of 10%. Was trading at 25/sh one year ago. Anyone following this situation"
X Link @RecoveryTrade 2025-09-12T13:45Z 2792 followers, 6241 engagements

"@Andy__KH @SnowballCaptial Or just buy Swire Pacific better assets better valuation more simple etc"
X Link @RecoveryTrade 2025-10-09T09:41Z 2787 followers, XX engagements