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@valuedontlie Avatar @valuedontlie Colin King

Colin King posts on X about $axta, $leg, debt, $cmcsa the most. They currently have XXXXXX 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: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

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

Social topic influence $axta 3.11%, $leg 1.04%, debt #1389, $cmcsa #52, $ce 0.52%, ce 0.52%, insider 0.52%, $atkr 0.52%, $1bn 0.52%, acquisition XXXX%

Top accounts mentioned or mentioned by @joinyellowbrick @sfarringtonbkc @kingdomcapadv @taobanker @stockspinoffss @fishtowncap @guyimpatient @lonewolftwit58 @section523 @acapitallp @jmail20201 @valleyfallsri @evantindell @capitalemployed @jjtejkl @rogercfr @inflexiosearch @tiehackcapital @dealintcb @jpsinvestments

Top assets mentioned Axalta Coating Systems Ltd. (AXTA) Legia Warsaw Fan Token (LEG) Comcast Corporation (CMCSA) Celanese Corporation (CE) Atkore Inc. (ATKR) Altria Group Inc (MO) Target Corporation (TGT) Molson Coors Beverage Co Class B (TAP) Selfkey (KEY) Kenvue Inc. (KVUE) Hormel Foods Corp (HRL) Convex Finance (CVX) HP Inc (HPQ) Stanley Black & Decker, Inc. (SWK) Amcor PLC (AMCR) 3M Co (MMM) LiquidLayer (LILA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Does anyone still follow / care about $AXTA Wasn't this a popular name years ago"
X Link @valuedontlie 2025-08-25T12:50Z 11.7K followers, 1416 engagements

"A trickle of insider buying at $CE"
X Link @valuedontlie 2025-08-19T19:06Z 11.7K followers, 2098 engagements

"Haven't heard a peep on $AXTA in years it feels like (Meryl Witmer pitched Barron's in 2016) 1) Decent business = specialty chem (light vehicle + commercial vehicle paints via body shops OEM + industrial) 2) Stock is basically flat since 2016 despite improved fundamentals since then. revenue +27% and EPS +2.3x 3) New management as of mid-2023 (former Meritor CEO/CFO sold that biz to Cummins) 4) Mgmt laid out 3-year plan (2024-2026) and essentially hit targets by end of 2025 and still finding ops improvements. decentralized P&L capex/productivity investments etc. 5) B/S historically levered"
X Link @valuedontlie 2025-09-16T13:34Z 11.6K followers, 5882 engagements

"Adding $AXTA to the list New mgmt as of 2023 2/3 through their 2026 plan"
X Link @valuedontlie 2025-09-15T20:06Z 11.6K followers, 1127 engagements

"Atkore International (ATKR) provides an update on planned strategic actions being taken to strengthen and improve the future financial returns for the Company Anyone still following $ATKR CEO change + strategic review"
X Link @valuedontlie 2025-10-02T13:07Z 11.7K followers, 1575 engagements

"$AXTA drifting lower"
X Link @valuedontlie 2025-09-25T12:53Z 11.6K followers, 1673 engagements

"@TiehackCapital Controlled company Whats the income statement look like"
X Link @valuedontlie 2025-10-11T21:18Z 11.6K followers, 1140 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 @valuedontlie 2025-10-06T12:56Z 11.7K followers, 1355 engagements

"$LEG with a helpful tariff heatmap across various sub-markets"
X Link @valuedontlie 2025-08-04T13:01Z 11.6K followers, 1387 engagements

"File this one away The market cannot look past declining assets/businesses even if highly profitable or cash generative or insanely cheap Stocks follow earnings MRNA suffering through this now"
X Link @valuedontlie 2025-10-12T12:24Z 11.7K followers, 1735 engagements

"$CVEO with an insanely underappreciated capital allocation framework. How many companies have you seen eliminate their dividend in favor of a XX% buyback followed by XX% of FCF going to buybacks thereafter"
X Link @valuedontlie 2025-08-23T00:37Z 11.7K followers, 15.5K engagements

"Did something happen at $AMPY recently"
X Link @valuedontlie 2025-09-26T18:44Z 11.7K followers, 2323 engagements

"Some cheap bigger caps trading at 4-6% dividend yields: $MO $TGT $TAP $HRL $KEY $CVX $HPQ $SWK $KVUE $AMCR $CMCSA"
X Link @valuedontlie 2025-09-22T18:15Z 11.7K followers, 6239 engagements

"Haven't looked at $MMM in a while but I like this slide"
X Link @valuedontlie 2025-10-13T17:51Z 11.7K followers, 3581 engagements

"Video walkthrough on Axalta Coatings $AXTA"
X Link @valuedontlie 2025-09-17T12:28Z 11.6K followers, 2760 engagements

"Any other hated industries on your list"
X Link @valuedontlie 2025-09-24T15:43Z 11.6K followers, 6798 engagements

"Did $LILA / $LILAK sell or spin something Or is this down move just based on (presumably crummy) fundamentals"
X Link @valuedontlie 2025-01-04T18:14Z 11.7K followers, 2801 engagements

"Does anyone prefer these longer format quick value recap posts Recent ones: $PTLO $AXTA $NATL $PBI"
X Link @valuedontlie 2025-10-03T13:31Z 11.7K followers, 2360 engagements

"$CMCSA Versant spin docs filed (timing is yearend 2025). It will almost certainly get a "melting ice cube" multiple. 1) Revenue declining at X% 2) EBITDA declining X% 3) Subs declining X% 4) $2.25bn net debt EBITDA was $4.4bn in 2019 and now $2.7bn. At 5x = $13.5bn EV less $2.25bn = $11.3bn equity value. On 3.7bn CMCSA shares out = $3/share so maybe XX% of current CMCSA share price. Maybe a good chance this gets puked into the spin. Looks like all capital allocation options will be on the table wonder where they'll take this thing over the next 3-5 years. Hmm"
X Link @valuedontlie 2025-10-10T13:12Z 11.7K followers, 2936 engagements

"@FishtownCap What happened to cause the price divergence"
X Link @valuedontlie 2025-09-26T15:35Z 11.7K followers, XXX engagements