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@valuedontlie Avatar @valuedontlie Colin King

Colin King posts on X about $leg, $micc, $amrz, business the most. They currently have XXXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX%

Social topic influence $leg #4, $micc #332, $amrz 5.56%, business 5.56%, $zd 5.56%, hidden 5.56%, where are 5.56%, debt #1798, $crh 2.78%, $iac XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @basilialukos @stormshieldval @jpsinvestments @jefke00 @_forcemajeure_1 @sfarringtonbkc @samrosati @connorabene @vulmearj45663 @beelicapital @stockspinoffss @abroninvestor @310value @bfrankvalue @shravanrayhaan @section523 @guyimpatient @cryptoreview24 @bitmoreleverage

Top assets mentioned Leggett & Platt, Inc. (LEG) The Magnum Ice Cream Company N.V. (MICC) Amrize Ltd (AMRZ) Ziff Davis, Inc. Common Stock (ZD) CRH Public Limited Company (CRH) IAC/InterActiveCorp Common Stock (IAC) Molson Coors Beverage Co Class B (TAP) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Weyerhaeuser Co (WY) Somnigroup International Inc. (SGI) Comcast Corporation (CMCSA)

Top Social Posts

Top posts by engagements in the last XX hours

"Do these estimates adequately reflect the 2026-2027 outlook $MICC gave Stock is trading at 8x EBITDA and 12.5x earnings per these numbers"
X Link 2025-12-10T13:24Z 11.8K followers, 2127 engagements

"Holcim getting ready to spin-off their North American cement aggregates building supplies business Amrize $AMRZ Spin expected by 1H25 Recently held investor day and filed Form 10"
X Link 2025-04-18T15:37Z 11.8K followers, 19.7K engagements

"When researching a company I love digging up an old S-1 S-4 Form XX etc. Super detailed business and industry information you don't get in a typical 10-K. here's $AMRZ Form XX (upcoming spin) vs. $CRH 10-K So much detail in explaining how cement aggregates etc. work"
X Link 2025-04-22T12:40Z 11.8K followers, 5991 engagements

"Just thinking out loud. $IAC should spin/merge the dotdash/meredith (now people) biz with $ZD Combines levered B/S (IAC) with clean B/S (ZD) Scaled marketing resources + advertising clout. likely some cost out oppty. tons of cash flow. Too bad RMT doesn't work here"
X Link 2025-08-13T12:43Z 11.8K followers, 2202 engagements

"109 names on my watchlist tracker. XX% within XX% of 52wk low granted I sometimes start my search with 52wk lows :) so this is unlikely a representative sample"
X Link 2025-11-20T22:58Z 11.8K followers, 4797 engagements

"$TAP would be +20%"
X Link 2025-11-23T02:16Z 11.8K followers, 2699 engagements

"@Stormshieldval Will share some notes when I'm back in the office. virtually all of the "pieces" have comps at 10x EBITDA while $ZD sits at 3-4x. it's pretty absurd If I were an activist (someday) I'd be circling this thing pushing for a 4-bagger"
X Link 2025-11-28T21:07Z 11.8K followers, XXX engagements

"What are some companies youd like to see pursue a spin-off Where are the hidden gem segments hiding out there"
X Link 2025-12-03T15:23Z 11.8K followers, 13.8K engagements

"Some spins/splits/sales I'd love to see BAX - still room to split SWK - spin the fasteners biz ZD - just break up the whole damn thing ATNI - breakup Alaska telco from int'l telco PHIN - aftermarket parts would prob trade better NGVT - gimme the XX% EBITDA margin emission biz"
X Link 2025-12-04T13:48Z 11.8K followers, 4264 engagements

"Link to my write-up on $SNCR back in Sep 2025 (paywall removed):"
X Link 2025-12-04T15:25Z 11.8K followers, 2870 engagements

"@JPSInvestments These "balance sheet transformations" have worked out. $LEG is my last remaining bet in that category"
X Link 2025-12-04T15:36Z 11.8K followers, XXX engagements

"2 thoughts coming out of $NFLX / $WBD announcement: 1) spinco is going to get absolutely puked cant envision anyone wanting to hold this given this transaction 2) remaining media cos going to aggressively consolidate out of (perceived) necessity"
X Link 2025-12-05T21:07Z 11.8K followers, 6371 engagements

"$WY hosting first investor day in X years and giving financial targets to 2030 May have to take a look"
X Link 2025-12-07T13:38Z 11.8K followers, 9130 engagements

"$MICC Thought this might be a slam dunk spin but everything I'm reading says that 2026-2027 results are gonna suck. Capex jumping from X% (2024) to X% Advertising jumping from XXXX% (2024) to XX% Separation costs 365m in '26 & '150m in '27 Restructuring costs XXX% from 2025-2028 Working capital % sales from XXX% (2024) to XXX% No guidance for 2026 or 2027 only signaling 2028 and 2029. hmm"
X Link 2025-12-09T21:42Z 11.8K followers, 3795 engagements

"Whats your favorite multi-year plan idea i.e. management lays out X year targets and the company is 12-18 months into executing"
X Link 2025-08-18T17:09Z 11.8K followers, 15.2K engagements

"$LEG Wrote off $1bn from bedding products segment in 2023-2024. guessing this was mostly/entirely related to their 2019 acquisition of ECS for $1.25bn Ouch. Funded entirely with debt which essentially left the company where they are today (i.e. down from $40-50 to $9)"
X Link 2025-10-06T12:56Z 11.8K followers, 2069 engagements

"$LEG received all-stock buyout offer from $SGI at $XX per share I'd do the same if my stock were up XXX% over the past few years but this offer is way too low"
X Link 2025-12-01T17:57Z 11.8K followers, 1235 engagements

"RIP $SPCO Excerpt from trading journal back in May 2016 when I bought this at $XXXX on the back of a single press release"
X Link 2025-12-01T18:06Z 11.8K followers, 1844 engagements

"$VSNT cable network spin 2025E EBITDA $2.15bn (-10%) 2026E EBITDA $1.85-2bn (-7-14%) Net debt $2.25bn At 4-5x = $7.4-10bn EV or $5.15-7.75bn equity value 3.6bn CMCSA shares = $1.40-2.15 per share $CMCSA at $XX so this is a 15x spin ratio of a rapidly declining biz Hmm"
X Link 2025-12-10T14:18Z 11.8K followers, 1802 engagements

"What was your best performing holding in 2025 and did it line up with your original thesis How about worst performing holding too"
X Link 2025-12-11T13:46Z 11.8K followers, 5243 engagements