# ![@ColubeatID Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::562972545.png) @ColubeatID Colubeat ID

Colubeat ID posts on X about debt, $pool, $vre, $alx the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::562972545/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::562972545/c:line/m:interactions.svg)

- [--] Week [-----] +105%
- [--] Month [------] +42%
- [--] Year [------] +22,420%

### Mentions: [--] [#](/creator/twitter::562972545/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::562972545/c:line/m:posts_active.svg)

- [--] Month [--] +46%
- [--] Year [--] +6,800%

### Followers: [---] [#](/creator/twitter::562972545/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::562972545/c:line/m:followers.svg)

- [--] Week [---] +11%
- [--] Month [---] +42%

### CreatorRank: [---------] [#](/creator/twitter::562972545/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::562972545/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  42.68% [stocks](/list/stocks)  25.61% [cryptocurrencies](/list/cryptocurrencies)  12.2% [currencies](/list/currencies)  2.44% [technology brands](/list/technology-brands)  1.22% [countries](/list/countries)  1.22%

**Social topic influence**
[debt](/topic/debt) 12.2%, [$pool](/topic/$pool) 10.98%, [$vre](/topic/$vre) #2, [$alx](/topic/$alx) #4, [$erf](/topic/$erf) 7.32%, [money](/topic/money) 6.1%, [ai](/topic/ai) 6.1%, [deep](/topic/deep) 6.1%, [flow](/topic/flow) 6.1%, [$frph](/topic/$frph) 6.1%

**Top accounts mentioned or mentioned by**
[@lonewolftwit58](/creator/undefined) [@mrneutralman](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@brookgatecap](/creator/undefined) [@capitaljurassic](/creator/undefined) [@citrini7](/creator/undefined) [@ldiscernment](/creator/undefined) [@investspecial](/creator/undefined) [@blacksailsrsch](/creator/undefined) [@realassetsvalue](/creator/undefined) [@kerrisdalecap](/creator/undefined) [@trackdalf](/creator/undefined) [@cdmcapital](/creator/undefined) [@apariciocadiz](/creator/undefined) [@galiciainvestor](/creator/undefined) [@joecool20250204](/creator/undefined) [@sauropodcapital](/creator/undefined)

**Top assets mentioned**
[PoolTogether (POOL)](/topic/$pool) [Alexander's Inc. (ALX)](/topic/$alx) [Enerplus Corporation (ERF)](/topic/$erf) [Acuren Corporation (TIC)](/topic/$tic) [Watsco, Inc. (WSO)](/topic/$wso) [APi Group Corporation (APG)](/topic/$apg) [Pentair PLC (PNR)](/topic/$pnr) [Hayward Holdings, Inc. (HAYW)](/topic/$hayw) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Good Games Guild (GGG)](/topic/$ggg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"If you want to understand why the price is dropping and what the report actually says about the dividend's future Ive posted my notes here👇.(3/3) https://open.substack.com/pub/colubeatid/p/update-alexanders-alx-fy-2025-resultsr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/colubeatid/p/update-alexanders-alx-fy-2025-resultsr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ColubeatID/status/2020887190243311962)  2026-02-09T15:47Z [---] followers, [----] engagements


"1/6 Boring companies that compound quietly Brutal moats roll-up potential predictable returns. [--] mid-caps quietly compounding tracking them closely 👀👇"  
[X Link](https://x.com/ColubeatID/status/2003446202160050599)  2025-12-23T12:42Z [---] followers, [---] engagements


"2/6 $WSO Watsco The undisputed king of HVAC distribution in the U.S. Exclusive contractor network high switching costs. Bolt-on M&A + recurring demand = a silent compounding machine 35-40% off highs 🔥"  
[X Link](https://x.com/ColubeatID/status/2003446205012181190)  2025-12-23T12:42Z [---] followers, [---] engagements


"Is Eurofins just a post-COVID hangover story 🧬 The market says yes. The numbers say no. I have analyzed every detail of Gilles Martins "cash-printing machine." Spoiler: We are at the exact inflection point. Full thesis coming soon. #Eurofins $ERF $ERF.PA #ValueInvesting"  
[X Link](https://x.com/ColubeatID/status/2004250791562142083)  2025-12-25T18:00Z [---] followers, [---] engagements


"🧵 How to win when a building looks "empty" Most investors see $ALX (Alexanders Inc.) and run: an NYC building with a massive empty retail space (ex-Home Depot) But management just pulled off a brilliant move to protect shareholders. Heres the deal: 👇"  
[X Link](https://x.com/ColubeatID/status/2005646340118937954)  2025-12-29T14:25Z [---] followers, [----] engagements


"2/ Context: [---] Lexington is a trophy asset but its split into two legal parts: The Top: Bloomberg HQ 100% full paying rent until [----]. The Bottom: Former Home Depot (Retail) 100% empty since the pandemic"  
[X Link](https://x.com/ColubeatID/status/2005646343570911475)  2025-12-29T14:25Z [---] followers, [---] engagements


"3/ $ALX had a $300M mortgage specifically on that empty bottom part. Even with no tenant they had to pay millions in interest every year. It was a massive cash drain on the companys profits"  
[X Link](https://x.com/ColubeatID/status/2005646347127648401)  2025-12-29T14:25Z [---] followers, [---] engagements


"6/ If in [----] they decide to sell just the retail portion or refinance it and the market is still weak the bank has agreed to forgive the remaining debt on that $167M chunk. The bank takes the risk; shareholders keep the upside. 📈"  
[X Link](https://x.com/ColubeatID/status/2005646356468449622)  2025-12-29T14:25Z [---] followers, [---] engagements


"7/ Why this is a win: $ALX pays a huge 8.3% dividend. Before this deal the empty space was eating the cash meant for shareholders. Now the dividend is much more secure. You get paid 8% to wait for a new tenant"  
[X Link](https://x.com/ColubeatID/status/2005646359148589276)  2025-12-29T14:25Z [---] followers, [---] engagements


"Most investors ignore Eurofins $ERF. "Growth is dead" they say. "Too complex." Theyre driving looking at the rearview mirror. After auditing cash flows assets and CEO incentives Ive found the biggest Price/Value gap in Europe. The thesis. 🧵👇"  
[X Link](https://x.com/ColubeatID/status/2009389210445426767)  2026-01-08T22:18Z [---] followers, [---] engagements


"I finalized this thesis a month ago at [--]. Today it trades at [--] (+19%). The market is waking up. 📈 Is it too late No. My targets remain unchanged. The "easy" money was made. The "big" money is still on the table"  
[X Link](https://x.com/ColubeatID/status/2009389227021148232)  2026-01-08T22:18Z [---] followers, [---] engagements


"While capital crowds into overextended multiples what if one of the best AI plays is a boring industrial co. flyin' under the radar ❌ Debt scares "tourists" ✅ 90% Rec. Rev ✅ 100% Data Center growth ✅ Led by Franklin Heads: 3x. Tails: -15%. Full thesis soon. 🔔 ON. $TIC"  
[X Link](https://x.com/ColubeatID/status/2011853385788768404)  2026-01-15T17:30Z [---] followers, [---] engagements


"@LoneWolfTwit58 Then were on the same side 🤝 Its the kind of play that requires some 'stomach' early on but really rewards conviction. Im publishing the valuation scenario analysis soon I think youll like seeing how the numbers stack up🫡"  
[X Link](https://x.com/ColubeatID/status/2012120171553656863)  2026-01-16T11:10Z [---] followers, [--] engagements


"Can you still find an industrial compounder led by Sir Martin Franklin ( $APG architect) trading at a deep discount Market consensus: A boring levered business. My view: The ultimate risk/reward play for [----]. Heres why $TIC is a hidden gem 👇"  
[X Link](https://x.com/ColubeatID/status/2013634406968095199)  2026-01-20T15:27Z [---] followers, [----] engagements


"@LoneWolfTwit58 @joinyellowbrick @Citrini7 @LDiscernment @InvestSpecial Appreciate it 🤝 Honestly with a story this messy I felt like 90% of the job was just untangling the wires to see what we actually own"  
[X Link](https://x.com/ColubeatID/status/2014384727008911431)  2026-01-22T17:08Z [---] followers, [---] engagements


"@KerrisdaleCap Good case but ROE is the issue IMO. $BZU has 1B+ cash at low yields while trading at 5x EBITDA (20% yield). No buybacks at [--] is a massive inefficiency. As long as they prioritize liquidity over returns that structural discount isn't going anywhere"  
[X Link](https://x.com/ColubeatID/status/2016299516844999069)  2026-01-27T23:57Z [---] followers, [--] engagements


"@trackdalf @CDMCapital Agreed on the maintenance revenue. But the market isn't just watching rates; it worries about the Home Depot/SRS deal ($18B). The real risk is HD compressing margins. If a price war starts that 'durability' gets tested. I'm long btw $POOL"  
[X Link](https://x.com/ColubeatID/status/2016337611250344262)  2026-01-28T02:28Z [---] followers, [--] engagements


"@AparicioCadiz Curious about your take on $POOL. The HD/SRS deal is a big change. Can they actually handle tech support for IoT and automation I suspect a bifurcation where HD takes the commodity volume and POOL keeps the specialized tech. Do you think the 30% gross margin floor holds"  
[X Link](https://x.com/ColubeatID/status/2016350675509080301)  2026-01-28T03:20Z [---] followers, [--] engagements


"@CapitalJurassic @BlackSailsRsch HD/Heritage has the scale but they don't have the technical depth for complex installs. The share loss is mostly macro noise from the construction slump. Specialized inventory and tech support matter more than minor price gaps. That service level is the defense. $POOL"  
[X Link](https://x.com/ColubeatID/status/2016372348878717043)  2026-01-28T04:46Z [---] followers, [--] engagements


"https://open.substack.com/pub/colubeatid/p/update-eurofins-scientific-erf-fyr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/colubeatid/p/update-eurofins-scientific-erf-fyr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ColubeatID/status/2016908928341184949)  2026-01-29T16:18Z [---] followers, [---] engagements


"@GaliciaInvestor Good thread. Been following $BZU for a while. IMO the cap-alloc is the real issue. Holding 1B+ in cash while trading 5x EBITDA (20% yield) is a massive ROE drag. No buybacks at 45-50 is hard to justify. Do you see the family prioritizing returns over liquidity anytime soon"  
[X Link](https://x.com/ColubeatID/status/2018034989703569857)  2026-02-01T18:53Z [---] followers, [---] engagements


"This obviously isn't the next Nvidia. Its gloves food packaging and cleaning supplies. Unsexy but companies stop running without them. While the market chases AI hype You can buy the discounted cash flow"  
[X Link](https://x.com/ColubeatID/status/2019081352721621163)  2026-02-04T16:11Z [---] followers, [--] engagements


"@brookgatecap Because certainty is expensive. If u wait for the report to prove the margn is safe the multiple re-rates & the entry is gone. Current val already prices in a margin drop. I trust the mix-shift data enough to buy the uncertainty rather than paying a prem for the proof later"  
[X Link](https://x.com/ColubeatID/status/2019760863951847706)  2026-02-06T13:11Z [---] followers, [--] engagements


"The report shows a company in a transition phase. Management is cutting interest costs and moving tenants to prepare for a property sale. The balance sheet looks messy right now because theyre making choices today to protect the cash flow for next year. (2/3)"  
[X Link](https://x.com/ColubeatID/status/2020887188511060407)  2026-02-09T15:47Z [---] followers, [---] engagements


"4/ The Solution: Theyve restructured the loan. Instead of one big debt they split it. The best part On the biggest chunk ($167M) they no longer have to write a cash check for interest every month"  
[X Link](https://x.com/ColubeatID/status/2005646350239850989)  2025-12-29T14:25Z [---] followers, [---] engagements


"5/ Instead of sending money to the bank that interest is simply added to the final balance of the loan in [----]. Immediate impact: $ALX saves about $9M in cash every single year. Thats money that stays in the company"  
[X Link](https://x.com/ColubeatID/status/2005646353972809988)  2025-12-29T14:25Z [---] followers, [---] engagements


"Ive been tracking $ALX for a while and following todays refinancing news its time to lay out the case. Here is the full investment thesis on why I believe the market is dead wrong about this Manhattan gem. Buying dollars for [--] cents. 👇 🧵 How to win when a building looks "empty" Most investors see $ALX (Alexanders Inc.) and run: an NYC building with a massive empty retail space (ex-Home Depot) But management just pulled off a brilliant move to protect shareholders. Heres the deal: 👇 https://t.co/WxGrhKaKQ1 🧵 How to win when a building looks "empty" Most investors see $ALX (Alexanders"  
[X Link](https://x.com/ColubeatID/status/2005768356599849382)  2025-12-29T22:30Z [---] followers, [---] engagements


"This isn't a 2-minute read. It's a deep dive into the "Hub & Spoke" moat the 59% ROCE on start-ups and the hidden BioPharma catalyst. Read the full thesis here: 👇👇👇 $ERF.PA $ERF $ERFSF #Investing #ValueInvesting #DeepValue https://open.substack.com/pub/colubeatid/p/eurofins-scientific-erfpar=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/colubeatid/p/eurofins-scientific-erfpar=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ColubeatID/status/2009389230318080153)  2026-01-08T22:18Z [---] followers, [---] engagements


"$ERF just reported. Headlines may look boring. The cash flow is the real signal. Just went through the numbers: *CAPEX: 4.5% (Expansion phase over) *FCF: +9% *US Margins: 27.9% The thesis is working. Full breakdown 👇👇"  
[X Link](https://x.com/ColubeatID/status/2016908926449484020)  2026-01-29T16:18Z [---] followers, [---] engagements


"@brookgatecap Fair question. We need to distinguish between Deflation and Margin Compression. Bunzl largely operates on a "cost-plus" model. Deflation (lower input costs) means lower prices for customers. This hurts the Top Line (Revenue) but the Gross Margin % is generally protected"  
[X Link](https://x.com/ColubeatID/status/2019407643639706003)  2026-02-05T13:47Z [---] followers, [--] engagements


"@BlackSailsRsch @CapitalJurassic The divergence is structural. $PNR/ $HAYW are pure equipment plays. POOL has heavy exposure to construction materials (hardscapes/commodities). Since New Build is frozen POOL loses volume on materials that OEMs don't touch. It is a mix variance not share loss. $POOL"  
[X Link](https://x.com/ColubeatID/status/2016354484968935800)  2026-01-28T03:35Z [---] followers, [--] engagements


"THE PERFECT GOLDEN CAGE: How to make money off those fleeing New York. Irreplaceable Skyscrapers mercenary management and a 40% Discount that Wall Street ignores. 👇 $VRE https://open.substack.com/pub/colubeatid/p/veris-residential-nyse-vre-the-deepr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/colubeatid/p/veris-residential-nyse-vre-the-deepr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1999227790466388143)  2025-12-11T21:20Z [---] followers, [---] engagements


"While everyone is entertained chasing AI or panicking over software sell-offs. 📉👀 A UK Dividend Aristocrat trading at a cyclical low. Its boring. Its essential. And it yields 9% FCF. Here is the thesis on Bunzl $BNZL $BNZL.L 🧵👇"  
[X Link](https://x.com/anyuser/status/2019081344379195639)  2026-02-04T16:11Z [---] followers, [----] engagements


"Full Deep Dive is live. "Nisbets" deal the US logistics fix and the detailed valuation model. If you like boring businesses that print cash this is for you. $BNZL $BNZL.L #BUNZL #UK👇"  
[X Link](https://x.com/anyuser/status/2019081353942151426)  2026-02-04T16:11Z [---] followers, [---] engagements


"https://open.substack.com/pub/colubeatid/p/bunzl-plc-lon-bnzlr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/colubeatid/p/bunzl-plc-lon-bnzlr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2019081355347271836)  2026-02-04T16:11Z [---] followers, [---] engagements


"$TIC New lows today. Structural drop. Classic liquidity event. Price is getting crushed by flow not fundamentals. Seller exhaustion is the signal to watch"  
[X Link](https://x.com/anyuser/status/2019484497192865891)  2026-02-05T18:53Z [---] followers, [---] engagements


"13D on $VRE. Erez Capital crossed 5% & demands a "strategic review" (aka: sell). The kicker Letter sent in Dec. Management kept it quiet for months. Thesis shifts from "debt survival" to "activist floor." The game just started. THE PERFECT GOLDEN CAGE: How to make money off those fleeing New York. Irreplaceable Skyscrapers mercenary management and a 40% Discount that Wall Street ignores. 👇 $VRE https://t.co/rAPBtWoA4i https://t.co/rNDVDvuIAm THE PERFECT GOLDEN CAGE: How to make money off those fleeing New York. Irreplaceable Skyscrapers mercenary management and a 40% Discount that Wall"  
[X Link](https://x.com/anyuser/status/2019566357554057345)  2026-02-06T00:18Z [---] followers, [---] engagements


"Bear case is that next report might show top-line drag so waiting feels safer. 9% FCF yield price already assumes a mess. Dont need a "good" print just "not terrible". If margins just hold the valuation floor is set & 3yr model implies 24% IRR. Proof kills the discount. While everyone is entertained chasing AI or panicking over software sell-offs. 📉👀 A UK Dividend Aristocrat trading at a cyclical low. Its boring. Its essential. And it yields 9% FCF. Here is the thesis on Bunzl $BNZL $BNZL.L 🧵👇 https://t.co/Nv1d6uPBLy While everyone is entertained chasing AI or panicking over software"  
[X Link](https://x.com/ColubeatID/status/2020566897134014480)  2026-02-08T18:34Z [---] followers, [---] engagements


"$ALX is down 14% today. Its easy to see that number and assume something went wrong. But after reading the 10-K I don't see any surprises. The market is reacting to a drop in revenue that we knew was coming months ago. (1/3)"  
[X Link](https://x.com/ColubeatID/status/2020887186048991333)  2026-02-09T15:47Z [---] followers, [----] engagements


"@Mr_Neutral_Man Markets overreacting to cash burn thats clearly temporary until Rego I sells. I dont see any surprises in the 10-K. Or am I missing something What do you think"  
[X Link](https://x.com/ColubeatID/status/2020890218589560875)  2026-02-09T15:59Z [---] followers, [---] engagements


"You do the research for days like today. If a drop scares you the work wasn't done. I'm comfortable because I know what's on the books. Its just about the numbers if you don't overcomplicate it. $ALX If you want to understand why the price is dropping and what the report actually says about the dividend's future Ive posted my notes here👇.(3/3) https://t.co/t9bRl6z0tT If you want to understand why the price is dropping and what the report actually says about the dividend's future Ive posted my notes here👇.(3/3) https://t.co/t9bRl6z0tT"  
[X Link](https://x.com/ColubeatID/status/2020976032493469751)  2026-02-09T21:40Z [---] followers, [---] engagements


"Most deep dives die a week after posting. I've updated $ERF Eurofins w/ actual FY25 results. The data shows the plan is working. New valuation is in & theres still a big gap to close. $ERF.PA Link in the 1st reply. 👇"  
[X Link](https://x.com/ColubeatID/status/2022001398897115505)  2026-02-12T17:34Z [---] followers, [---] engagements


"https://colubeatid.substack.com/p/eurofins-scientific-erfpar=392fuc https://colubeatid.substack.com/p/eurofins-scientific-erfpar=392fuc"  
[X Link](https://x.com/ColubeatID/status/2022001400839115212)  2026-02-12T17:34Z [---] followers, [--] engagements


"Ive added FY25 results to the main thesis. Summary is already out (Jan 29) but I'm keeping the analysis alive as a living doc. Easier to track everything in [--] spot. I'll update it w/ every report"  
[X Link](https://x.com/ColubeatID/status/2022003342344650943)  2026-02-12T17:42Z [---] followers, [--] engagements


"@Mr_Neutral_Man Is that $VRE🧐"  
[X Link](https://x.com/ColubeatID/status/1885664000735682600)  2025-02-01T12:18Z [---] followers, [---] engagements


"Philly Life Sciences has high vacancy (18.4% reg & 37% University City) reflecting VC/NIH funding cuts. This confirms market pressure and the risk of the "Carry Cost Trap" for $ARE and other lab landlords. Recovery is slow. #LifeSciences https://www.bisnow.com/philadelphia/news/life-sciences/wishcast-recovery-funding-crunch-university-city-132157 https://www.bisnow.com/philadelphia/news/life-sciences/wishcast-recovery-funding-crunch-university-city-132157"  
[X Link](https://x.com/ColubeatID/status/1997814658103914679)  2025-12-07T23:45Z [---] followers, [---] engagements


"Live like a millionaire near NYC w/o the cost Easy: Don't live in NYC. $VRE offers luxury [--] min from Wall St for $1/2 price. Tenants earn $390k/yr never leave. Buy this "Private Club" bargain price"  
[X Link](https://x.com/ColubeatID/status/1999228006103949576)  2025-12-11T21:21Z [--] followers, [--] engagements


"What has Warren Buffett seen in Pool Corp ($POOL) Has been aggressively buying shares since [----] and continues accumulating in [----] (now +9% ownership). Maybe you'll find the answer here Thread with my full investment thesis 👇 #WarrenBuffett #POOL #Investing"  
[X Link](https://x.com/ColubeatID/status/2002114366951579930)  2025-12-19T20:30Z [---] followers, [----] engagements


"$POOL isnt just a "pool company" Its a logistics monopoly with 400+ locations. -They control +50% of the US market. -If a contractor needs a part TODAY they go to POOL. No Amazon no Home Depot. Just $POOL"  
[X Link](https://x.com/ColubeatID/status/2002114371263295786)  2025-12-19T20:30Z [---] followers, [---] engagements


"-60% Recurring: Chemicals are a must. No chlorine = green swamp in 48h. -Captive Assets: Every new pool = [--] years of guaranteed income. -Resilient: Rates slow builds but NOT the upkeep of 5.4M pools. $POOL sells mandatory hygiene"  
[X Link](https://x.com/ColubeatID/status/2002114374396432874)  2025-12-19T20:30Z [---] followers, [---] engagements


"This is a Tier-1 Compounder. Even at the cycle bottom (2025) metrics most industrials envy: ✅ ROIC 18-19% (double-digit while sector suffers) ✅ Dividend: +16% CAGR growth ✅ Collects in [----] days cash is king"  
[X Link](https://x.com/ColubeatID/status/2002114377626103981)  2025-12-19T20:30Z [---] followers, [--] engagements


"The market is scared of high rates but theyre missing the cash. Normalizing for one-off tax noise (Hurricane Francine) $POOL is yielding a 6.5% Free Cash Flow. You're getting a monopoly at a cyclical discount"  
[X Link](https://x.com/ColubeatID/status/2002114379886833791)  2025-12-19T20:30Z [---] followers, [---] engagements


"Wonderful business at a fair price. "Price is what you pay value is what you get." What has Warren seen in $POOL Maybe you'll find the answer in my deep dive.👇"  
[X Link](https://x.com/ColubeatID/status/2002114382910849282)  2025-12-19T20:30Z [---] followers, [---] engagements


"3/6 $GGG Graco Industrial fluid-handling king (pumps coatings sealants). Consumables + mission-critical processes = high switching costs. ROIC 20% high margins brutal moat 🛡"  
[X Link](https://x.com/ColubeatID/status/2003446208883564964)  2025-12-23T12:42Z [---] followers, [--] engagements


"https://colubeatid.substack.com/p/alexanders-inc-nyse-alx https://colubeatid.substack.com/p/alexanders-inc-nyse-alx"  
[X Link](https://x.com/ColubeatID/status/2005768359368155624)  2025-12-29T22:30Z [---] followers, [--] engagements


"Here is the hidden gem nobody is talking about. In H2 [----] Eurofins bought its own labs for 443M. Why does this matter Because the replacement cost is [--] Billion. We effectively bought [----] of assets for [----]. And locked in an 8.1% instant yield on rent savings"  
[X Link](https://x.com/ColubeatID/status/2009389220427911541)  2026-01-08T22:18Z [---] followers, [--] engagements


"Imagine living in a rented house. The landlord offers to sell it to you for 40k. You know building it today costs 100k. And you stop paying rent forever. Would you buy it That is exactly what Gilles Martin (CEO) just did. Its defensive playing disguised as real estate"  
[X Link](https://x.com/ColubeatID/status/2009389222680035526)  2026-01-08T22:18Z [---] followers, [--] engagements


"@Mr_Neutral_Man My apologies to your family for the NYE hijack 😂 But glad the thread was useful. 13% is high conviction but when you strip down the debt structure and look at the NAV its hard not to size it up. Honored to be on the same boat with you🤝 5% for me"  
[X Link](https://x.com/ColubeatID/status/2012114091998073281)  2026-01-16T10:45Z [---] followers, [--] engagements


"@Mr_Neutral_Man Updated the deep dive with the latest restructuring data just now. If you have a moment to skim through the Valuation section let me know what you think👇 https://open.substack.com/pub/colubeatid/p/alexanders-inc-nyse-alxr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/colubeatid/p/alexanders-inc-nyse-alxr=392fuc&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/ColubeatID/status/2012119366876430479)  2026-01-16T11:06Z [---] followers, [--] engagements


"Ive modeled [--] scenarios to [----]. The result As Mohnish Pabrai says: "Dhandho" (Heads I win tails I don't lose much). -Bear: Limited downside (FCF is the parachute). -Bull: If mkt re-rates its a potential Multi-Bagger. The numbers if the thesis plays out: 👇"  
[X Link](https://x.com/ColubeatID/status/2013634411208618446)  2026-01-20T15:27Z [---] followers, [--] engagements


"Look at the chart below. Its the key. [--] Net Loss: $(39M) ❌ (Looks like losing money). [--] Amort: +$56M ✅ ("Ghost money" back to cash). The mkt sells the red number. We buy the green one.This accounting gap hands us the entry opp. 👇"  
[X Link](https://x.com/ColubeatID/status/2013634412693295162)  2026-01-20T15:27Z [---] followers, [---] engagements


"This isnt for speculators. Its for invs with a [----] horizon. In the full deep-dive: The Jockey: Martin Franklin's skin in the game. The Moat: 15yr relationships vs 2yr backlog. [--] Valuation Models (Price Targets) to [----]. Analysis is free. Asymmetry is real. Read it here: 👇"  
[X Link](https://x.com/ColubeatID/status/2013634414509498427)  2026-01-20T15:27Z [---] followers, [---] engagements


"@RealAssetsValue @joecool20250204 You nailed it with "manageable." Thats the key point. The total debt number looks scary on paper but the reality is different. I actually just posted some thoughts on exactly this"  
[X Link](https://x.com/ColubeatID/status/2015525066218344611)  2026-01-25T20:39Z [---] followers, [--] engagements


"Will [----] be $FRPH's year Honestly it doesn't matter. Im a partner here not a trader. Judging this by short-term price action is a mistake; real payoff belongs to the patient. Daily action Find other tickers. Execution leads. 👇 Rocks to Rents Machine: You're Buying a $38 asset for $23. I just published my first high-conviction note on Substack diving deep into FRP Holdings $FRPH.🚀 https://t.co/qwcecBLLy8 https://t.co/Uv1Yd3E49x Rocks to Rents Machine: You're Buying a $38 asset for $23. I just published my first high-conviction note on Substack diving deep into FRP Holdings $FRPH.🚀"  
[X Link](https://x.com/ColubeatID/status/2008303725140377673)  2026-01-05T22:24Z [---] followers, [---] engagements


"(2/6) Buybacks use cash needed for construction. Mgmt doesn't do it because they're developers not traders. They prioritize long-term asset growth over share count. Developing land into buildings creates more value than a one-time book value increase"  
[X Link](https://x.com/ColubeatID/status/2016546541889081756)  2026-01-28T16:18Z [---] followers, [--] engagements


"(3/6) Altman acquisition ($23.6m net) brings a development team in-house. They already build but this adds the personnel to manage more projects simultaneously. They swap cash for 15-20% IRR targets instead of holding undeveloped land"  
[X Link](https://x.com/ColubeatID/status/2016546543273234929)  2026-01-28T16:18Z [---] followers, [--] engagements


"Rocks to Rents Machine: You're Buying a $38 asset for $23. I just published my first high-conviction note on Substack diving deep into FRP Holdings $FRPH.🚀 https://open.substack.com/pub/colubeatid/p/frp-holdings-inc-nasdaq-frphr=392fuc&utm_campaign=post&utm_medium=web https://open.substack.com/pub/colubeatid/p/frp-holdings-inc-nasdaq-frphr=392fuc&utm_campaign=post&utm_medium=web"  
[X Link](https://x.com/ColubeatID/status/1997448435033571485)  2025-12-06T23:29Z [---] followers, [----] engagements


"$FRPH 100% margin mining cash to build luxury D.C. aprts. The market is giving you the entire RE portfolio for free when you buy the stock. It's a wealth compounding vehicle. Read the full thesis on the structural edge and the regulatory pivot that sets the price gap to close"  
[X Link](https://x.com/ColubeatID/status/1997448537878196264)  2025-12-06T23:30Z [---] followers, [---] engagements


"$FRPH Risk: MF NOI recovery may delay if an anti-business candidate wins. ✅: Altman Logistics buy (Industrial/FL) is the vital hedge. Bakers diversified perfectly. Thesis holds but reliance on Florida success jumped. https://www.bisnow.com/washington-dc/news/economic-development/dc-real-estate-leaders-anxious-about-mayors-race-as-bowser-steps-aside-132162 https://www.bisnow.com/washington-dc/news/economic-development/dc-real-estate-leaders-anxious-about-mayors-race-as-bowser-steps-aside-132162"  
[X Link](https://x.com/ColubeatID/status/1997812717139513453)  2025-12-07T23:37Z [---] followers, [---] engagements


"Huge inspiration for my $VRE thesis on Jersey City's dislocation came from the insights of @Mr_Neutral_Man & @RealAssetsValue. I've followed them for a while and their focus on irreplicable assets motivated me to write this. Hope they find this valuable🫡"  
[X Link](https://x.com/ColubeatID/status/1999231241996931280)  2025-12-11T21:34Z [---] followers, [---] engagements


"Wake up to Manhattan without paying Manhattan prices. That's the $VRE arbitrage. 🌉 Irreplaceable views premium amenities a vibrant community. and the market is treating it like it's worthless. Find out why it's a deep value play. #JerseyCity #Investing #RealEstate"  
[X Link](https://x.com/ColubeatID/status/2001765484165812504)  2025-12-18T21:24Z [---] followers, [---] engagements


"2/ Management plays 4D chess with debt. Look at Portside: They cleared $56M debt on Phase I to leave it "unencumbered." A strategic shield for [----] refinancings the market is totally missing"  
[X Link](https://x.com/ColubeatID/status/2001765492894159037)  2025-12-18T21:24Z [---] followers, [---] engagements


"3/ The endgame: Value crystallization. 💎 With 95% occupancy and a fortress balance sheet $VRE is a prime Private Equity target. Patience is the toll the market charges before proving you right"  
[X Link](https://x.com/ColubeatID/status/2001765495016460485)  2025-12-18T21:24Z [---] followers, [---] engagements


"@Mr_Neutral_Man Finally live The Eurofins $ERF deep dive on my profile @Mr_Neutral_Man I hope you find the time to read it and enjoy the analysis. Curious to hear what you think🫡"  
[X Link](https://x.com/ColubeatID/status/2009391367538315444)  2026-01-08T22:26Z [---] followers, [---] engagements


"@LoneWolfTwit58 Agree. Market's gonna take time to digest that debt. But for me it's about "prep first pull the trigger later." Id rather have the thesis ready & the co. on my radar now than scramble to study it once it's already pumped 20%. Deep dive is for conviction; timing is on you😉🎯"  
[X Link](https://x.com/ColubeatID/status/2011877973142749548)  2026-01-15T19:07Z [---] followers, [---] engagements


"Lets talk about the elephant in the room: $1.6B debt. 99% of invs see that on a screener & run. "Uninvestable" they say. Perfect. Better for us. The mkt is obsessed with "Next Q." This thesis is built on "Time Arbitrage." What it ignores is HOW that debt is paid down"  
[X Link](https://x.com/ColubeatID/status/2013634408801071554)  2026-01-20T15:27Z [---] followers, [---] engagements


"$TIC isnt what you think. Not just some legacy pipeline biz. They snapped up NV5: an engineering gem serving Data Centers & AI. Using "Old Econ" FCF to fuel "New Econ" growth. Classic "Picks & Shovels" play at a deep discount"  
[X Link](https://x.com/ColubeatID/status/2013634409925136532)  2026-01-20T15:27Z [---] followers, [---] engagements


"@LoneWolfTwit58 @joinyellowbrick @Citrini7 @LDiscernment @InvestSpecial Thank you Really appreciate the kind words and the share. Big respect for the names you tagged hope the deep dive adds value to the conversation. Its a complex story but the risk/reward felt too good not to share🫡"  
[X Link](https://x.com/ColubeatID/status/2014340422793859156)  2026-01-22T14:12Z [---] followers, [---] engagements


"Just passing through NY and got totally snowed in. Watching the courtyard fill up❄❄ Its quiet outside. Just like $VRE has been all month regarding the debt. Markets hate silence but honestly I think the plan is working. My Sunday thoughts 👇"  
[X Link](https://x.com/ColubeatID/status/2015522836555674104)  2026-01-25T20:31Z [---] followers, [---] engagements


"(1/5) 🧵Many ask about $FRPH. If NAV's $38 and price's $23 why aren't they buying back shares I've checked the capital allocation logic. Mgmt's putting the cash elsewhere"  
[X Link](https://x.com/ColubeatID/status/2016546539573784946)  2026-01-28T16:18Z [---] followers, [---] engagements


"4/6 $WTS Watts Water Technologies Water control & valve solutions for regulated plumbing + efficiency. Technical barriers + sustainability tailwinds. ROIC 1618%"  
[X Link](https://x.com/ColubeatID/status/2003446212381540837)  2025-12-23T12:42Z [---] followers, [--] engagements


"5/6 $CHE Chemed Recession-proof by design: healthcare + home emergencies as boring as it gets as powerful as it comes. Local density recurring demand brutal pricing power. Pure silent compounding"  
[X Link](https://x.com/ColubeatID/status/2003446216001224748)  2025-12-23T12:42Z [---] followers, [---] engagements

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