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@siyul Avatar @siyul Siyu Li

Siyu Li posts on X about $val, $moh, if you, val the most. They currently have XXXXX followers and XX 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 stocks XXXXX% cryptocurrencies #2314 finance XXXXX% technology brands XXXX% currencies XXXX% social networks XXXX%

Social topic influence $val #2, $moh #2, if you 11.36%, val #137, $seg #1, $unfi #3, $db #33, business 4.55%, $vno #1, $glng #3

Top accounts mentioned or mentioned by @kingdomcapadv @fishtowncap @onion61314 @victaurs @sfarringtonbkc @antonchigurh97 @aureliusltd28 @fenmagne @jsmith8286 @steadycompound @valuesci @secretlyaninja @lacuahalonen @whirlybard @1035capital @ccmbrett @rippling @billcom @theziphyouq @brexhq

Top assets mentioned Validity (VAL) Molina Healthcare, Inc. (MOH) Unifi Protocol DAO (UNFI) Deutsche Bank Aktiengesellschaft (DB) Veno Finance (VNO) Golar LNG Ltd (GLNG) XCAD Network Play (PLAY) Braintrust (BTRST) Remitly Global, Inc. Common Stock (RELY) Elevance Health Inc (ELV) Centene Corp (CNC) Dollar Tree Inc (DLTR) Metadium (META) Sable Offshore Corp. (SOC) Burford Capital Limited (BUR) Booz Allen Hamilton Holding, Corp. (BAH) Fiserv Inc (FISV) Global Payments Inc (GPN) PayPal Holdings Inc (PYPL) UnitedHealth Group (UNH) CVS Health Corp (CVS) Medicalchain (MTN)

Top Social Posts

Top posts by engagements in the last XX hours

"Many "Under the Hood" portfolio winners were quality business sold at bargain price when the sector was max-hated. Some examples: 2022/23's GSI-B( $C $DB ) 2023's NYC REITs ( $VNO ) 2024's dollar stores ( $DLTR ) Early 2025's offshore drilling ( $VAL ) today I bring it to you the next one: Gov't sponsored Healthcare Insurers"
X Link 2025-12-04T17:36Z 7909 followers, 6401 engagements

"$GLNG Some intriguing development today. YPF's Vaca Muerta has massive natural gas reserves and has X large-scale projects. Golar/YPF is its LNG Phase I (6Mtpa Hilli and MKII). Shell was YPF's LNG Phase II partner. Shell announced today that it will exit the project prompting YPF to seek a new partner. "LNG Phase II" has 2030-31 online timeline matching Golar's pipeline (1 in production at least X in planning) well. What's the odds that it goes to Golar again Today $GLNG $XX attractively priced at the same level as b4 its YPF LNG1 announcement"
X Link 2025-12-05T01:58Z 7909 followers, 11.1K engagements

"$PLAY's ER today wraps up 3Q25 for all UTH "Under the Hood" portfolio companies with a satisfactory note. I plan to write 3Q25 "earnings/position/performance updates" by this weekend. Any specific names (total 17👇) you'd like me to comment on e.g. $SEG $PLAY $GLNG $LODE $MOH $VAL $ARMN $USAS $DOLE"
X Link 2025-12-10T15:55Z 7909 followers, 1384 engagements

"@kingdomcapadv @FishtownCap @secretlyaninja everyone said all that much here is the key Q what did you do today (plan to do tmr) serious Q as i'm contemplating"
X Link 2025-12-10T23:08Z 7909 followers, XXX engagements

"This position update (sell $VAL buy $MOH) generates serious alpha (9.5%) in X days"
X Link 2025-12-11T02:01Z 7909 followers, 4218 engagements

"The portfolio move made based on this write-up has generated 13%+ pure alpha over the last X days. The move Buy $MOH (Molina Health) Sell 1/3 $VAL (Valaris) $MOH up XX% $VAL XXX% since the writeup. Most noticeably $MOH has outperformed its peers since an early sign that market overpunishment is over. I paused the further move (I think a bit overdone) for now but plan to move more ( $VAL - $MOH) in the next 1-2 months. Read and subscribe UTH (link in bio) to get updates like this"
X Link 2025-12-11T15:12Z 7909 followers, 3095 engagements

"@LacuaHalonen @kingdomcapadv Like it at XX love it at XX. That's my $unfi line I stay with it"
X Link 2025-12-11T16:01Z 7909 followers, XX engagements

"No offense to Fenix whom I consider my investing braintrust🤝 But this $META what-if Q is like ask Tom Brady what will happen when it freezes/snows XX pts behind and X mins to go Rob Gronkowski is injured. You will get the same answer: "If you don't play to win don't play at all and LFG". I hope my European friend can resonate with this American sporting analogy"
X Link 2025-11-01T15:20Z 7902 followers, 2588 engagements

"At UTH ("Under the Hood") "Pick of the Year" is to challenge us in public and to have fun. Here are the picks since Y21: Y21's $DB ($10 - $XX now) Y22's $C ($40 - $XXX now) Y23's $VNO ($20 - exit in Y25 at $40) From 2024 ideas are published on UTH sub_stack. Y24's $SEG ($26 - $XX now) Y25's $VAL ($35 - $XX now) Remain long in all except $VNO. X criteria for the pick. "Quality Asset at Temporary Distress" and "2x in 3Y expected return" So far all meet the "2x in 3Y" bar except for $SEG (the jury is still out and I remain bullish). I'm compiling ideas for "UTH's Pick of the Year 2026". The"
X Link 2025-11-02T13:18Z 7903 followers, 2289 engagements

"I have respect for investors who continue to hold a deep-under-the-water position and discuss it openly & calmly. This one earns it with $SOC Not saying he is right or wrong; it is not about that. It is your process and mental agility to analyze info adjust view and make informed decisions in real-time. More importantly learn your strengths and weaknesses and improve along the way. Lastly don't let any stock define you. Cheers and happy investing everyone"
X Link 2025-11-15T15:16Z 7907 followers, 17.1K engagements

"@CCM_Brett If you are right what does $rely look like in EoY28"
X Link 2025-11-15T23:33Z 7906 followers, XXX engagements

"Who are old enough to remember the heated $RICK bull vs bear ring fights back then My takeaway The loudest fiercest voice spoken with XXX% confidence truth. Let me double down it is often the opposite"
X Link 2025-11-29T02:33Z 7897 followers, 13.6K engagements

"Agreed. In my view a subscription is not just about ideas but about access to a braintrust that dedicates its efforts to providing reliable/intelligent information to help you make better investment/portfolio decisions. In my experience (running a service) the braintrust part is hard; it is intangible and takes time and effort to earn especially online"
X Link 2025-12-02T01:55Z 7903 followers, XXX engagements

"@onion61314 ouch i like that lateral thinking though"
X Link 2025-12-05T02:09Z 7906 followers, XXX engagements

"@SFarringtonBKC 10x here 10x there. Really"
X Link 2025-12-05T18:47Z 7899 followers, XXX engagements

"For a fun Friday night🎇 share your best US-listed idea with a tagline pitch and I will offer my best-effort pushback or say you are right. Just tonight"
X Link 2025-12-05T22:09Z 7909 followers, 5678 engagements

"@JSmith8286 Wrong very often $bur $seg $play. couldn't count by both hands lol"
X Link 2025-12-05T22:56Z 7909 followers, XXX engagements

"If you already addressed it in your write-up pls point it out to me. The short report goes: "ABL claims to pay more than its competitors. Most of its competitors earn around 9-12% IRR and ABL claims XX% IRR." Without diving into details on the surface it makes sense to me it is a competitive and a relatively low-moat business 9-12% sounds more reasonable than XX% IRR. lmk what I miss"
X Link 2025-12-06T01:25Z 7898 followers, XXX engagements

"@AntonChigurh97 Is X% FCF yield sufficiently attractive I don't know the (consulting) space well enough but plenty of beat-down players e.g. $BAH (gov't exposure)"
X Link 2025-12-06T02:45Z 7899 followers, XXX engagements

"@victaurs Spot on. TBVPS since inception is the best bank-quality measurement. A bonus data point is its TBV growth source breakdown: operating profit FV adjustment and equity raise at a premium/discount"
X Link 2025-12-09T14:05Z 7908 followers, XXX engagements

"@SteadyCompound @JProkap surveys and credit card co value-added data services"
X Link 2025-12-10T21:47Z 7909 followers, XXX engagements

"Picking the next idea for the s/s write-up either could be the "UTH's Pick of 2026". They are: X. "70% off ATH 50%+ off NAV a premium REITs play"; X. "3x Ev/Ebitda aggressive buybacker a top ENT play" Which intrigues you more I will listen to your vote🔥 If you are an 'Under the Hood' sub pls mark it (like or comment) so I take note"
X Link 2025-12-11T17:16Z 7909 followers, XXX engagements

"What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers"
X Link 2025-09-20T17:52Z 7908 followers, 105.9K engagements

"$PTLO Reading its 2024 10k with Grok assistance. It gave me a wrong G&A figure yet XXX% confidence (even citing a page number). When I questioned it comforted me that SEC filings can be tricky to navigate (like I'm a 5th grader) Just too much and I decide to put Grok on the clinic"
X Link 2025-10-27T20:11Z 7908 followers, 3433 engagements

"$RELY Remitly has been on my watchlist for a while. I said I might take a serious look if it $15/share. Well it arrives today and now it's $12-13. I don't have an informed view. If anyone gets some insights/opinion would love to hear. Might add a bit of spice to a bull vs bear discovery. bull case from Mario @mario_cibelli vs bear case from @sprucepointcap"
X Link 2025-11-06T19:00Z 7908 followers, 4664 engagements

"$VAL at $XX 52WH nearly a double from early March when I pounded the table👇. Well the truth is I first pounded the table in late Feb at $36-37 with a write-up calling it my pick of 2025 for "Quality Biz at a temp Distress" only to see it drop XX% in a week. So I wasn't feeling like a hero when I pounded the table again but I was glad not to let price shake my conviction. This week I exited 1/3 of $VAL and built a new position in a healthcare insurer my current best idea for "Quality Biz at a Temp Distress". See my yday writeup at "Under the Hood" for details. Link in bio"
X Link 2025-12-05T15:49Z 7908 followers, 7755 engagements

"@valuesci @FishtownCap $FISV vs $GPN vs $PYPL head-to-head is an analysis i would like to read"
X Link 2025-12-06T03:14Z 7908 followers, XXX engagements

"Their jobs first and foremost are to create shareholder long-term value. I'm with KC on this I'm happy with not showing buyback catalyst today for a few reasons. a). gesture isn't that important. b). for $unfi debt reduction is equally important (if not more) even considering today's stock price"
X Link 2025-12-10T23:06Z 7909 followers, XXX engagements

"Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed top players $UNH $ELV $CNC $MOH $CVS and what I'm buying now (what I sold to fund) Available at "Under the Hood" link in bio"
X Link 2025-12-04T14:56Z 7909 followers, 11.7K engagements

"Are Healthcare Insurers Value or Value Trap today $CNC $MOH and $ELV have fallen 30-60% since EoY23 max hated by the mkt esp. those with heavy gov't healthcare exposure. They are easy to hate. Declining memberships deteriorating margins political dramas (on the chopping block under Trump's X post every other day) and many reasons to argue they are Value Traps. The variant views: 1Govt-sponsored healthcare has increased its share over the years (vs. employers or consumer out-of-pocket). 2Insurers play a vital role and are predictable businesses with a steady margin. 3They face a few one-time"
X Link 2025-12-07T15:42Z 7909 followers, 4871 engagements

"Position Updates I'm selling 1/3 of $VAL ($58)and buying $MOH the 6th-largest gov't healthcare insurer as discussed in the latest s/s write-up. Offshore investing sentiment improved bigly (even w/o oil price recovery) leading to XXX% rebound from March lows imo a bit over the ski for now. The sentiment towards $MOH (and other gov't healthcare) is understandably yet unjustifiably low as I laid out my variant view in the article. One thing I learnt is that Position adjustment is as important if not more than company analysis for overall portfolio performance"
X Link 2025-12-08T21:53Z 7909 followers, 11.8K engagements

"@Mr_Neutral_Man Well $mtn hasn't worked for almost XX years not sure scarcity argument stands"
X Link 2025-12-10T12:07Z 7909 followers, XXX engagements

"$UNFI I wrote it in July at $XX then it quickly rose to $XX and many readers missed it. It's down XX% to $32-33. If you missed it this is your 2nd chance. Its now cheaper than when I wrote it. The XX% higher price tag gets you previously unknown cyber-attack impacts (tiny) and mgt has since given/confirmed strong estimates for 2026-2027. I've known @kingdomcapadv and @FishtownCap for years and it's rare for us to agree on a stock (aka all fiercely independent😀). First time I recall us all strongly supporting a name at the same time. That alone might be worth your attention. See their latest"
X Link 2025-12-11T20:31Z 7909 followers, 2116 engagements