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@siyul Avatar @siyul Siyu Li

Siyu Li posts on X about hood, $db, $val, $bur the most. They currently have XXXXX followers and XXX 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 stocks finance cryptocurrencies #6671 countries exchanges technology brands currencies

Social topic influence hood #276, $db #5, $val, $bur, $soc, avg, playbook #51, banking #188, bur, ipo

Top assets mentioned Deutsche Bank Aktiengesellschaft (DB) Validity (VAL) Burford Capital Limited (BUR) Sable Offshore Corp. (SOC) JPMorgan Chase (JPM) Shinhan Financial Group Co Ltd (SHG) Unifi Protocol DAO (UNFI) Dollar Tree Inc (DLTR) Golar LNG Ltd (GLNG) Circle Internet Group, Inc. (CRCL) Mario Coin (COIN) Robinhood Markets, Inc. (HOOD) TripAdvisor, Inc. (TRIP) KB Financial Group Inc (KB) Woori Financial Group Inc. American Depositary Shares (each representing three (3) shares of Common Stock) (WF) Costco Wholesale Corporation (COST) Kohl's Corporation (KSS) Open Custody Protocol (OPEN) Walmart, Inc. (WMT) TJX Companies, Inc. (TJX) Decentral Games (DG) Five Below, Inc. (FIVE)

Top Social Posts #

Top posts by engagements in the last XX hours

"$VAL DS16/DS18 X 7G drillships receive 2.5Y contracts (starting late 2026) at $420k dayrate. DS16 is a seamless contract extension while DS18 after the current Chevron contract expires in 1Q26 will join DS16 to service OXY in GoM in 4Q26. High operating efficiency with seamless transition at a competitive market rate. Excellent news"
@siyul Avatar @siyul on X 2025-07-07 02:38:10 UTC 6663 followers, 6745 engagements

"$GLNG Market humbles me often and today's $GLNG 📉8% is one. It yells at me: "Everything is priced in stupid". In trying time you must go back to basics. Some napkin math to kick off: today news confirms $685Mn net fee model $200Mn OpEx (35Mn/Mpta) $485Mn Ebitda w/ Gimi's $150Mn gets to 635Mn 8x Ev/Ebitda (excluding commodity-linked fee). Fair to say the fixed portion is slightly underwhelming. Commodity-linked fee is hard to model. It captures XX% upside for FOB price $8/MMbtu which equates to $9.5-10/MMbtu TTF (including shipping cost to Europe). More moving pieces to unpack I will update"
@siyul Avatar @siyul on X 2025-05-02 17:54:52 UTC 6670 followers, 4717 engagements

"$BUR Today Judge Preska denied Argentina's request to stay the order (turnover its YPF shares) and extend the current stay deadline till 7/17. Argentina could be found in contempt of the court if it couldn't obtain relief from the court of appeals by 7/17. Argentina's legal strategy is to exhaust all possible legal procedural maneuvers before negotiation. We are nearing the end of that "procedural maneuvers" game"
@siyul Avatar @siyul on X 2025-07-14 16:45:05 UTC 6663 followers, 4821 engagements

"$BUR It is official. The Litigation Finance Tax was removed from the final version of the "One Big Beautiful Bill Act" signed into law on July X 2025. For us long-suffering $BUR bagholders with X big positive news in a week is our moment finally arriving XX% up since the notes"
@siyul Avatar @siyul on X 2025-07-05 20:39:24 UTC 6664 followers, 5357 engagements

"@Lipsman Viable or not I bet edc/cod will come up with something"
@siyul Avatar @siyul on X 2025-07-18 17:21:10 UTC 6662 followers, XXX engagements

"$SOC Quite some confusion about yday's ruling. Let's get to the substance diving into what's in it that led to a 30+% up in a day. Here is the core. The judge's view: the Plaintiff's main argument is project's great harm to the env which OSFM's Restart Plan review will assess. So let that process run its course. ("Why do I need to do anything now") The judge essentially denied the PI. As a consolation the Judge grants XX days between Sable completing all paperwork (e.g. RP review) and restarting the pipeline for EDC/CBD to flex their blocking muscles one more time. I have no doubt EDC/CBD is"
@siyul Avatar @siyul on X 2025-07-18 14:05:54 UTC 6673 followers, 10.3K engagements

"$COIN $HOOD $CRCL collectively $200Bn+ Market Cap trading 30x-60x-150x P/E (and arguably peak E with LTM strong equity/crypto market). What scenario/assumption led them to a combined $400Bn market cap Is it fair to call this 2021 like craziness FWIW I admire @SixSigmaCapital who often enters/exits trades with perfect timing and he certainly could be right again this time"
@siyul Avatar @siyul on X 2025-07-02 20:01:02 UTC 6669 followers, 3089 engagements

"@basadomente Thx. That could be a concern. Just milk or many other things Which region"
@siyul Avatar @siyul on X 2025-07-24 17:59:32 UTC 6673 followers, XX engagements

"Trimming $C at $XX (avg cost $40) Trimmed $DB at $XX (avg cost $11) Proceeds for a new position: Yet Another Deep-value Bank 0.6x P/TBV 9-10% RoTCE and aggressive shareholder payout. Plan to publish the write-up after July 4th holiday. Sign up at "Under the Hood" so you don't miss it"
@siyul Avatar @siyul on X 2025-06-30 14:19:54 UTC 6673 followers, 8568 engagements

"Cut the majority of unprofitable overseas retail cut high-risk distressed debt/muni-bond trading and reduce cash equities trading separate MEX/ready for IPO improve wealthMgt bigly (check out last 4Q results) remain top player in treasury/securities etc. You may push back. Is there anything earth-rattling I say No at high level cut unprofitable/hopeless stuff maintain its stronghold and turn around what's hopeful is all this is about. And to be frank there is nothing earth-shattering in banking ever. But trade at 40c on a dollar does it need anything earth-rattling to rerate"
@siyul Avatar @siyul on X 2025-07-22 21:23:11 UTC 6669 followers, 1826 engagements

"You heard that many times: on a 1/3/5/10 year horizon $C never beats $JPM. The underlying takeaway No need to be fancy in Dimon you trust and Citi never works. Here is my controversial take. Pick Jan 2025 as a starting point my bet is $C outperforms $JPY in the next 1/2/3 year horizon. What do you think btw Citi's 2Q25 results 🔥 anyone paying attention to its Wealth segment It is a solid turnaround as Andy Sieg promised and delivered. XXX% YoY EBT growth XXXX% RoTCE (breakeven 2Y ago)"
@siyul Avatar @siyul on X 2025-07-15 15:25:41 UTC 6674 followers, 5136 engagements

"In June's review "Under the Hood" had X underperforming ideas (out of XX active) since inception. With recent positive news (Starboard's X% stake in $TRIP and Judge's favored ruling in $BUR) both up XX% and turned positive. Now $SEG is the ONLY active UTH idea that has a negative return (-30%+) and underperforms the benchmark (S&P500) since publication. I'm not suggesting $SEG will have a huge run soon 😂 and tbf for the bearish takes e.g. its sizable cash burn capital-destructive NYC Mayor front-runner they are fair and legit. However if/when $SEG is/becomes perfect it won't trade at 20c on"
@siyul Avatar @siyul on X 2025-07-03 19:10:16 UTC 6664 followers, 2611 engagements

"$shg a quick 2q25 ER notes. Result looks solid XXXX% RoTCE QoQ improvement across all key segments except Card (slight decline) As I modeled it maintains dividend payout rate and aggressively ramp up buyback at 0.65x P/TBV. Total shareholder return might hit 43-45% by EoY25"
@siyul Avatar @siyul on X 2025-07-25 12:27:26 UTC 6673 followers, 1212 engagements

"My quick/partial response to what did $c guys achieve other than a higher stock price"
@siyul Avatar @siyul on X 2025-07-22 21:26:42 UTC 6668 followers, 1553 engagements

"The rumor that Turkiye NOC (TPAO) acquired X 7G drillships from Eldorado if proven true would effectively take X% global 7G capacity out of the market evidenced by Turkey's long-held energy independence ambition. More importantly 😂 to $VAL shareholders that leaves DS13 and DS14 the ONLY two brand-new drillships warm-stacked and ready to be called upon If/when that happens is $XX too much to ask for"
@siyul Avatar @siyul on X 2025-07-07 19:31:55 UTC 6669 followers, 3866 engagements

"$SHG UTH's latest banking pick up XX% since published X days ago (some lucky timing). Some asked why $SHG why not $KB $WF other X top South Korean banks listed in the US The truth is they probably would either work or not as a group. That said here are why I picked $SHG (Shinhan) over others: X. Historically Shinhan managed its credit risks better. During the Asian crisis Shinhan was the only one among this group that survived w/o government capital injection and intervention. X. Most Korean banks have a domestic focus and Shinhan has the most successful and prudent intl expansion with high"
@siyul Avatar @siyul on X 2025-07-09 14:48:28 UTC 6672 followers, 2369 engagements

"Four months after launching a paid version "Under the Hood" now has 1500+ subs and 100+ paid. I appreciate your support and UTH remains committed to its Day One goal: Quality Product at a Compelling Value (Be the Costco of Substack) Performance for all published ideas since inception: XXXX% (outperform SPY by 2x+)"
@siyul Avatar @siyul on X 2025-07-08 01:24:23 UTC 6663 followers, 8363 engagements

"$C Citi Tangible Book Value: $XXXXX (2Q25) Stock price: $XXXXX Recall when we 'fantasized' this thing could trade at TBV if it does x y z as promised 🥳 @Aureliusltd28 @BankingIp And the moment is almost here. There were many pushbacks along the way and frankly many have merit. But it worked bcs Citi (Jane Fraser) delivered what she ambitiously promised on Day X. Achievements are too long to list (need another post for that). Sick and tired of all Wall St big boys (except Dimon) talking. I repeat Jane has more balls than Weill Prince Pandit and Corbat combined and this time is likely different"
@siyul Avatar @siyul on X 2025-07-22 14:36:08 UTC 6664 followers, 9304 engagements

"Both @kingdomcapadv (on SeekingAlpha) and @SFarringtonBKC (on substack) provided excellent coverage on $UNFI check them out if you're interested in knowing more"
@siyul Avatar @siyul on X 2025-07-24 15:38:45 UTC 6673 followers, XXX engagements

"Focus on Your own Game Days like this week it is tempting to look at $KSS $OPEN and think : a. What if I joined the crowd or b. What are these clowns doing pumping shitcos for me neither is a healthy way of thinking. Being a disciplined investor - knowing yourself focusing on your game and refraining from judging others. In the long term the market is a fair place; it sorts things out and no need for you to be angry about the 'perceived' unjustified money someone made. Some people are built to thrive in a dynamic env like this and there is no right or wrong way to make money; the key is to"
@siyul Avatar @siyul on X 2025-07-22 15:46:07 UTC 6664 followers, 5382 engagements

"Operating Leverage is a magic word; you hear it but don't often see it. $DB Deutsche Bank's 2Q25 results showcase what effective operating leverage can do. A moderate X% YoY rev growth near flat expense XX% adj operating leverage - XX% YoY profit growth. 📈 X% today. More impressively 📈 XXX% YTD leading the GSIB pack by a wide margin"
@siyul Avatar @siyul on X 2025-07-24 19:39:18 UTC 6673 followers, 1014 engagements

"@JohnHuber72 @Aureliusltd28 @BankingIp Word. On $JPM I made a wild prediction early this month that $C outperforms $JPM in 1-2-3Y time frame starting from Jan 2025"
@siyul Avatar @siyul on X 2025-07-22 19:12:28 UTC 6665 followers, XXX engagements

"$VAL Announced today it sold its Valaris XXX JU for $108Mn that is 50x my estimated book value you read it right And it isn't a real surprise as it sold Valaris XXX and XXX in Apr XX at $62Mn each (at $2Mn book value). At this trend Valaris' XX Jackups alone will be worth 4x its Enterprise Value. What is Offshore Drilling Bros bear thesis today"
@siyul Avatar @siyul on X 2025-05-05 22:29:57 UTC 6672 followers, 31K engagements

"When I preach "Substance Over Style" and my son shows me this wsb msg that rips $DNUT 20%. Parenting is tougher than ever"
@siyul Avatar @siyul on X 2025-07-23 14:08:19 UTC 6673 followers, 1374 engagements

"Overlooked turnaround stories with catalysts. A notable theme at "Under the Hood" (UTH) is investing in turnarounds with a solid plan early promising results and upcoming catalysts yet remain overlooked. e.g. Dollar Tree ( $DLTR ) when UTH pitched it at $XX in Sep'24 its new management was executing a multi-pricing strategy reviewing FDO divestiture yet it was ignored by the market. Up 50%+ since. Similar stories were shared with Deutsche Bank (Mar'24) and Citi (Oct'23) both up 2x+ since. Our next write-up continues along the same path to showcase another credible turnaround story yet"
@siyul Avatar @siyul on X 2025-07-21 13:33:56 UTC 6672 followers, 1124 engagements

"$SOC a nice XX% bump in the last 1/2 hour. Closed at $28+ it has now arrived at the lower tip of what I consider a fair valuation range of $26-$42. Worth repeating: "Legal bets are inherently volatile and risky" and don't think for a second that volatility is behind us"
@siyul Avatar @siyul on X 2025-07-17 20:08:47 UTC 6673 followers, 12.1K engagements

"$VAL at $XX a stone's throw away from $XX a mini-milestone price that seemed so remote months ago. Up XX% since the post yet just hitting Jan 2025 price and a long way from 1Y ago. Re-read what I wrote in March every point I made remains relevant and one advantage of owning deeply distressed assets is when the stock rips (like 30-40-50%) you can still own it with the same thesis. That's where we are. Now I still hear bears speculating 2H25/Y26 day-rate decline risk despite multiple deals at a consistent market rate (420k/day for 7G) capacities being scrapped and/or taken out of the market"
@siyul Avatar @siyul on X 2025-07-08 18:12:54 UTC 6669 followers, 6924 engagements

"My latest write-up is out at "Under the Hood" (UTH) link in bio. It is $UNFI the largest natural food distributor in the US. It is yet another* turnaround story with a credible plan early promising results yet under-loved due to isolated adverse events / poor market perception I explain why its turnaround is here to stay and show 45%-150% upside potential in a base case valuation and 4x potential in a blue-sky scenario. *Similar to $DB and $DLTR both pitched at UTH in Mar/Sep 2024 up XXX% and XX% since"
@siyul Avatar @siyul on X 2025-07-24 15:18:04 UTC 6673 followers, 3984 engagements

"Put aside my respect for Cluseau; my more critical view is that Orr has no standing to judge the quality of an investor as he has not demonstrated the skills/temperaments required to be a good investor. btw I saw XX takes of this today on FinX: all screenshots; no reposts or quotes 😂 Does he block half of FinX"
@siyul Avatar @siyul on X 2025-07-23 01:23:17 UTC 6673 followers, 13K engagements

"At "Under the Hood" we analyzed retail space in Sep 2024 highlighted the sharp perf contrast (super-centers vs Dollar Store). $WMT $TJX vs $DLTR $DG $FIVE We explained why supercenters' outperformance was overdone and why we picked $DLTR as a compelling buy with short-term catalysts. Dollar Stores have since outperformed supercenters as a group and $DLTR led the pack with a XX% increase as it divested FDO unlocking its Sum-of-the-Parts potential as I laid out in my research. Removing the paywall for those interested in learning the "Under the Hood" research approach. (link in bio)"
@siyul Avatar @siyul on X 2025-07-18 23:06:45 UTC 6672 followers, 1981 engagements

"As promised the latest write-up is available at "Under the Hood." Like $C and $DB Shinhan FG a top-tier South Korean bank is executing my favorite banking playbook: ✅Profitable growth; ✅Curbing low RoTCE biz; ✅Buyback at deep discount to TBV. XXX% RoTCE target XX% shareholder payout 0.61x P/TBV. Shinhan today reminds me of Deutsche Bank $DB in March 2024 (2x since). Link in bio"
@siyul Avatar @siyul on X 2025-07-07 02:02:32 UTC 6673 followers, 16K engagements

"As promised $SOC write-up is out at "Under the Hood" now. As I hit the send button I noticed a X% drop as the Court overruled Sable's objection to the TRO. Worth repeating: "Legal bets are inherently volatile and risky." Thesis Highlights: X. Perception deviates from reality. X. If all regulatory hurdles are cleared its stock has XXX% to XXX% upside. X. Even considering all legal risks my model values it at $XX to $XX a XX% upside to the midpoint. (currently $23-24/share)"
@siyul Avatar @siyul on X 2025-06-10 20:00:45 UTC 6673 followers, 32.8K engagements