# ![@Divergent7651 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1567617836734119936.png) @Divergent7651 Divergent Capital

Divergent Capital posts on X about $cphto, business, acquisition, $haypp the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1567617836734119936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567617836734119936/c:line/m:interactions.svg)

- [--] Week [------] -41%
- [--] Month [-------] +222%
- [--] Months [---------] +551%
- [--] Year [---------] -32%

### Mentions: [--] [#](/creator/twitter::1567617836734119936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567617836734119936/c:line/m:posts_active.svg)

- [--] Week [--] -3.50%
- [--] Month [---] +11%
- [--] Months [---] +116%
- [--] Year [---] +128%

### Followers: [-----] [#](/creator/twitter::1567617836734119936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567617836734119936/c:line/m:followers.svg)

- [--] Week [-----] +1.30%
- [--] Month [-----] +5.50%
- [--] Months [-----] +41%
- [--] Year [-----] +60%

### CreatorRank: [---------] [#](/creator/twitter::1567617836734119936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567617836734119936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33.12% [stocks](/list/stocks)  29.22% [cryptocurrencies](/list/cryptocurrencies)  7.14% [countries](/list/countries)  7.14% [technology brands](/list/technology-brands)  4.55% [currencies](/list/currencies)  4.55% [exchanges](/list/exchanges)  1.95% [social networks](/list/social-networks)  1.95% [travel destinations](/list/travel-destinations)  0.65% [automotive brands](/list/automotive-brands)  0.65%

**Social topic influence**
[$cphto](/topic/$cphto) 24.68%, [business](/topic/business) 9.09%, [acquisition](/topic/acquisition) 9.09%, [$haypp](/topic/$haypp) 7.79%, [$chtr](/topic/$chtr) #7, [$alsn](/topic/$alsn) #16, [share](/topic/share) 5.84%, [if you](/topic/if-you) 5.19%, [$hon](/topic/$hon) #8, [market cap](/topic/market-cap) 5.19%

**Top accounts mentioned or mentioned by**
[@fifteencagr](/creator/undefined) [@heartofthesea](/creator/undefined) [@cornerstone127s](/creator/undefined) [@sebkrog](/creator/undefined) [@valueinvestjpn](/creator/undefined) [@ragingbullcap](/creator/undefined) [@qualitycap0](/creator/undefined) [@rorschachstocks](/creator/undefined) [@blondesnmoney](/creator/undefined) [@discountedtr](/creator/undefined) [@pedrolamento](/creator/undefined) [@masticmensch](/creator/undefined) [@playerzerozero1](/creator/undefined) [@smallcapdiscoveries](/creator/undefined) [@deepsailcapital](/creator/undefined) [@concavemmt](/creator/undefined) [@gardnerrhod](/creator/undefined) [@sowingalphaseed](/creator/undefined) [@cameronsarneve1](/creator/undefined) [@muralidharanvad](/creator/undefined)

**Top assets mentioned**
[Charter Communications Inc (CHTR)](/topic/$chtr) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Heroes of NFT (HON)](/topic/$hon) [Dana Incorporated (DAN)](/topic/$dan) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [AT&T Inc. (T)](/topic/$t) [Verizon Communications Inc. (VZ)](/topic/$vz) [Snap, Inc. (SNAP)](/topic/$snap) [Metadium (META)](/topic/$meta) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Crocs, Inc. (CROX)](/topic/$crox) [LandBridge Company LLC (LB)](/topic/$lb) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [General Electric Company (GE)](/topic/$ge) [Miami International Holdings, Inc. (MIAX)](/topic/$miax) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Honeywell International Inc (HON)](/topic/honeywell) [SATS (Ordinals) (SATS)](/topic/$sats)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Best spectrum asset monetisation plays"  
[X Link](https://x.com/Divergent7651/status/2008750530521395254)  2026-01-07T04:00Z [----] followers, [----] engagements


"If you like ASTS or Starlink via $SATS why would you not also own $IRDM IRDM has the same economic characteristics as SATS and Starlink (i.e. front loaded capex near-zero marginal costs producing very high margin incremental earnings) though with different target markets (Broadband is not a focus for $IRDM) supported by its unique competitive advantages (L Band Spectrum). $IRDM has already built and launched its constellation of satellites and won't need to replace them until [----]. Replacement cost of the constellation is $3B versus $400M in annual FCF generation with management recently"  
[X Link](https://x.com/Divergent7651/status/2018138774119792675)  2026-02-02T01:45Z [----] followers, [----] engagements


"Indian competition regulator has approved $ALSN $DAN merger. Approvals in Austria Brazil and India to date. Poland and U.S. pending. Thesis is approvals likely due to:- 1) Low product overlap; and 2) Low geographic sales overlap. https://www.devdiscourse.com/article/business/3621022-cci-approves-allison-transmissions-acquisition-of-danas-off-highway-business https://www.devdiscourse.com/article/business/3621022-cci-approves-allison-transmissions-acquisition-of-danas-off-highway-business"  
[X Link](https://x.com/Divergent7651/status/1965924430460411971)  2025-09-10T23:44Z [----] followers, [----] engagements


"Thinking about how to sift through Japan it occurred to me that you could try to find the Japanese counterpart of great business models. One name that came up is Japan Exchange Group ($8697.T) the owner and operator of the Tokyo Stock Exchange among others. (1/n)"  
[X Link](https://x.com/Divergent7651/status/1969955791932461215)  2025-09-22T02:43Z [----] followers, [----] engagements


"Some names that look interesting to me: Japan exchange Group $8697.T - Japan tailwind Turning Point Brands $TPB - Increasing nicotine pouch exposure Baltic Classifieds Group $BCG.LN - pricing power Dalrymple Bay Infrastructure $DBI.AX - pricing power Anyone across these"  
[X Link](https://x.com/Divergent7651/status/1975507235863212345)  2025-10-07T10:23Z [----] followers, [----] engagements


"Assuming completion of Alaska Plan not delayed estimate that $GLIBK will generate $910M cumulative FCF over next [--] years factoring in capex reduction and tax shield. That's 86% of the current equity value and 43% of the EV in the hands of John Malone. (1/n)"  
[X Link](https://x.com/Divergent7651/status/1984351701932159210)  2025-10-31T20:08Z [----] followers, [----] engagements


"For anyone interested the legal documents relating to $CPH.TO arbitration against Sun Pharma can be accessed here: cc @ragingbullcap https://jusmundi.com/en/document/other/en-cipher-pharmaceuticals-inc-v-sun-pharmaceutical-industries-inc-sun-pharmaceutical-industries-inc-s-memorandum-of-law-in-support-of-its-petition-to-partially-vacate-arbitration-award-wednesday-8th-october-2025"  
[X Link](https://x.com/Divergent7651/status/1991269028296569172)  2025-11-19T22:15Z [----] followers, [----] engagements


"What are your best themes and individual stock ideas for 2026"  
[X Link](https://x.com/Divergent7651/status/2008379132682571829)  2026-01-06T03:24Z [----] followers, [----] engagements


"@fifteenCAGR Horizon Kinetics letter available here: https://imonkey-files.s3-us-west-1.amazonaws.com/Q1-2023-Commentary_FINAL.pdf https://imonkey-files.s3-us-west-1.amazonaws.com/Q1-2023-Commentary_FINAL.pdf"  
[X Link](https://x.com/Divergent7651/status/2010537135728894123)  2026-01-12T02:19Z [----] followers, [---] engagements


"Anyone looking into $AMT right now Looks interesting"  
[X Link](https://x.com/Divergent7651/status/2014885691218657351)  2026-01-24T02:19Z [----] followers, [----] engagements


"Yeah I think @fifteenCAGR covered it at a high level. If you believe that cable broadband subscriber losses have the potential to moderate over the near-term $CHTR offers a highly leveraged bet (due to its equity value being such a small percentage of its enterprise value) on that outcome with some unique additional value drivers. Unique to $CHTR is its potential to benefit from (1) $5B incremental EBITDA from the Cox merger; (2) Potential for topline growth from offering converged mobile/broadband products to Cox's customer base which has a high proportion of broadband customers but a low"  
[X Link](https://x.com/Divergent7651/status/2016292088212816158)  2026-01-27T23:27Z [----] followers, [---] engagements


"Can anyone recommend an affordable API that gives you access to earnings call transcript text searches"  
[X Link](https://x.com/Divergent7651/status/2016971936979677292)  2026-01-29T20:29Z [----] followers, [----] engagements


"I was too busy focusing on cable and didn't think of the fact that scaling FWA has nearly 60%+ incremental EBITDA margins for providers as it uses existing infrastructure"  
[X Link](https://x.com/Divergent7651/status/2017381046476775477)  2026-01-30T23:34Z [----] followers, [----] engagements


"@heartof_thesea Maybe on a consolidated basis. FWA is probably a small component of total consolidated earnings. I haven't looked too closely yet. Just had a the realisation that FWA is high margin with low incremental costs. I think they're worth looking at right now. Specifically $T and $VZ"  
[X Link](https://x.com/Divergent7651/status/2017385807628415185)  2026-01-30T23:53Z [----] followers, [---] engagements


"@QualityCap0 @heartof_thesea I agree. Good for now. Probably not forever"  
[X Link](https://x.com/Divergent7651/status/2017400124889305521)  2026-01-31T00:50Z [----] followers, [---] engagements


"Can anyone recommend any genetic lineage/ancestry enzyme intelligence or other tests you can take that are helpful for understanding yourself and your unique characteristics"  
[X Link](https://x.com/Divergent7651/status/2018432815050960901)  2026-02-02T21:14Z [----] followers, [---] engagements


"Sold my CMCSA1 option contracts last session and recycled the proceeds into my $RCI.B calls. I realised the CMCSA1 contracts were an inefficient use of capital in comparison to my $RCI.B calls as the latter has a lower relative premium lower IV and higher leverage factor with a very achievable breakeven. Was also going to buy more $HON calls but the price ran away from me and the run up made my current position reach a level of my port at market that I dont want to exceed. https://twitter.com/i/web/status/2019236964915130643 https://twitter.com/i/web/status/2019236964915130643"  
[X Link](https://x.com/Divergent7651/status/2019236964915130643)  2026-02-05T02:29Z [----] followers, [---] engagements


"$RCI.B - sports entertainment assets worth at least $15B CAD hidden within a legacy telco business with management actively seeking to monetize these assets worth 55% of the current market cap. https://twitter.com/i/web/status/2019686947745402905 https://twitter.com/i/web/status/2019686947745402905"  
[X Link](https://x.com/Divergent7651/status/2019686947745402905)  2026-02-06T08:17Z [----] followers, [----] engagements


"@RorschachStocks What's the angle on $CCOI"  
[X Link](https://x.com/Divergent7651/status/2020017829651837082)  2026-02-07T06:12Z [----] followers, [---] engagements


"$ALSN pro forma cash flow factoring in $DAN acquisition - Form 8-K dated 07/11/'25. $987M FCF (Net income + D&A + amortisation + acquisition costs - capex + synergies). 14.5% FCF yield on current market cap. Share price = $81.73. 10x FCF =$118. 12x FCF = $142"  
[X Link](https://x.com/Divergent7651/status/1989485967326261282)  2025-11-15T00:09Z [----] followers, [----] engagements


"Just posted a new write-up that's free to read in the usual place. $ALSN $DAN"  
[X Link](https://x.com/Divergent7651/status/1992783811416092953)  2025-11-24T02:34Z [----] followers, [----] engagements


"What's your best idea/top position right now"  
[X Link](https://x.com/Divergent7651/status/1993924552955711924)  2025-11-27T06:07Z [----] followers, 19.7K engagements


"More to come hopefully. $ALSN"  
[X Link](https://x.com/Divergent7651/status/1998904328107733154)  2025-12-10T23:55Z [----] followers, [---] engagements


"Loosely thinking about a basket of stocks with abysmal sentiment high FCF yield decent share repurchase yield and/or dividend yield and potential near-term catalysts for valuation re-rating. Some ideas: 1) $ALSN 2) $CHTR 3) $CMCSA 4) $NXST 5) $MO 6) $CROX"  
[X Link](https://x.com/Divergent7651/status/1999361002786418706)  2025-12-12T06:09Z [----] followers, [----] engagements


"$ALSN - $DANA inc merger catalyst. Increases FCF expands On-Highway segment geography beyond NA additional EV products. $CHTR - Cox merger + completion of major capex cycle significantly increases FCFs. $CMCSA - Versant cable spinoff. May alleviate conglomerate discount"  
[X Link](https://x.com/Divergent7651/status/1999361983838323207)  2025-12-12T06:13Z [----] followers, [---] engagements


"$CHTR executive team "alignment scores" (equity ownership in dollars / annual base compensation) for FY24. Kudos to @blondesnmoney for coming up with the metric. Score of [--] is considered good. CEO's score is [--]. CFO's score is [----]. Charter's CEO Chris Winfrey and CFO Jessica Fischer also have $83.6M and $27M worth of stock and option awards respectively that vest in partial tranches on the achievement and sustainment of stock price hurdles *beginning* at $507. They otherwise expire worthless. Bottom line: the CEO and CFO are aligned with shareholders via significant insider ownership and are"  
[X Link](https://x.com/Divergent7651/status/2008003611595592122)  2026-01-05T02:32Z [----] followers, [----] engagements


"Bought some $TDS. Interested to hear thoughts on position sizing"  
[X Link](https://x.com/Divergent7651/status/2008999032178503758)  2026-01-07T20:27Z [----] followers, [----] engagements


"@fifteenCAGR 5% position for me. Definitely strong upside potential but leverage works both ways"  
[X Link](https://x.com/Divergent7651/status/2009406502856216709)  2026-01-08T23:26Z [----] followers, [---] engagements


"Thinking of following Murray Stahl into $MIAX. Hes made some recent purchases around this price"  
[X Link](https://x.com/Divergent7651/status/2010177801362796963)  2026-01-11T02:31Z [----] followers, [----] engagements


"Latest Horizon Kinetics letter is 🤌 https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf"  
[X Link](https://x.com/Divergent7651/status/2010503034724605968)  2026-01-12T00:04Z [----] followers, 29.8K engagements


"I'm putting this out there now for my own psychological benefit. $LB is a permanent holding. Meaning forever. Will never sell it. If I ever mention anything about selling it please strike me down. https://twitter.com/i/web/status/2010506445574508740 https://twitter.com/i/web/status/2010506445574508740"  
[X Link](https://x.com/Divergent7651/status/2010506445574508740)  2026-01-12T00:17Z [----] followers, 24.3K engagements


"@fifteenCAGR Read this post and its comments and then read the Horizon Kinetics letter that's referred to in the comments. https://x.com/ragingbullcap/status/1845857110434754614s=20 $LB By far my biggest mistake this year was getting wind that Murray Stahl was heavily invested in an upcoming IPO with an abundance of similarities to $TPL watching it surge on the IPO date and deciding I'd wait for a pullback to add because I couldn't stomach buying something https://t.co/FNXULQsnsW https://x.com/ragingbullcap/status/1845857110434754614s=20 $LB By far my biggest mistake this year was getting"  
[X Link](https://x.com/Divergent7651/status/2010536731167392035)  2026-01-12T02:18Z [----] followers, [----] engagements


"Horizon Kinetics owns $JPXGY in its inflation beneficiaries ETF. Interesting"  
[X Link](https://x.com/Divergent7651/status/2010861707527405709)  2026-01-12T23:49Z [----] followers, [----] engagements


"Bought some $MIAX. 5% position"  
[X Link](https://x.com/Divergent7651/status/2010869689438834750)  2026-01-13T00:21Z [----] followers, [----] engagements


"On the issue of $CHTR's subscriber churn and competition for broadband subscribers among cable vs fixed wireless access ("FWA") vs fiber products I think the below excerpt (taken from @cornerstone127's writeup) is a key insight. 1) Cable more than satisfies the internet needs of the average household. 2) Fiber products offer superior but irrelevant and unnecessary performance. Great for a niche of professional gamers and professionals working from home but not the average household. 3) Charter's existing network upgrade is closing the performance gap between cable and fiber and remains"  
[X Link](https://x.com/Divergent7651/status/2011964193415839878)  2026-01-16T00:50Z [----] followers, 24.7K engagements


"Decreased my $CHTR position at a small loss from 5% to 3%. Was a little overzealous with my initial position sizing. Keeping an open mind on this one"  
[X Link](https://x.com/Divergent7651/status/2012262911494996123)  2026-01-16T20:37Z [----] followers, [----] engagements


"Three of Murray Stahl's important insights on land: 1) Land is the only perpetual business asset; 2) Land becomes more scarce over time; 3) Land can serve different progressively higher-value functions over time. There appears to be a new higher value function that $TPL's land can now serve - data centres and power generation. I guess the difficult part is determining: (1) What's that future value worth now; and (2) Is that value already reflected in today's price. Or if that's too difficult you could just sidecar Murray Stahl who's been purchasing $TPL shares as recently as [--] Jan '26 at"  
[X Link](https://x.com/Divergent7651/status/2013449429869830203)  2026-01-20T03:12Z [----] followers, [----] engagements


"Missed out on [--] bagging a small amount of money I had in $ALSN [--] Feb [--] $105 calls that I bought for $0.55 that are now worth $7.20 due to impatience and doubting myself"  
[X Link](https://x.com/Divergent7651/status/2013932467112280251)  2026-01-21T11:11Z [----] followers, [----] engagements


"Sequoia Fund owns $CHTR and agrees with the view that the long-term economics of FWA are unsustainable for providers. Excerpt from their [--] Jan '25 letter. https://www.sequoiafund.com/wp-content/uploads/2025/01/Year-End-2024-Sequoia-Fund-Investor-Letter.pdf On the issue of $CHTR's subscriber churn and competition for broadband subscribers among cable vs fixed wireless access ("FWA") vs fiber products I think the below excerpt (taken from @cornerstone127's writeup) is a key insight. 1) Cable more than satisfies the internet needs https://t.co/6QL10IlAhf"  
[X Link](https://x.com/Divergent7651/status/2015226573176357204)  2026-01-25T00:53Z [----] followers, 17.3K engagements


"A new theme/playbook that I've been experimenting with recently is finding stocks that:- 1) Are perceived by the market as declining or stagnant; 2) Have a growing business segment a hidden unpriced asset or an upcoming catalyst (e.g. merger spinoff asset sales significant share repurchases turnaround efforts etc); 3) Have LEAPs available with a low implied volatility which (a) indicates that the market views a significant change in the business's value during the term of the option as unlikely despite point (2) above; and (b) means that the options are cheap. This disconnect between market"  
[X Link](https://x.com/Divergent7651/status/2015582313418256732)  2026-01-26T00:27Z [----] followers, [----] engagements


"$T Jun17'27 $30 Calls look cheap at $1.79 per contract. I like this style of thinking. Any other low IV + cheap LEAPs + unpriced catalyst plays out there Some that I own: $RCI.B $HON $VOD $CMCSA. I like this style of thinking. Any other low IV + cheap LEAPs + unpriced catalyst plays out there Some that I own: $RCI.B $HON $VOD $CMCSA"  
[X Link](https://x.com/Divergent7651/status/2020758200237301801)  2026-02-09T07:14Z [----] followers, [----] engagements


"$SNAP - I see the vision. My girlfriend has 10+ years worth of memories (photos videos) saved to her snapchat but not her mobile. Would be a monumental task to individually save all of those memories. Is it worth paying $3.99 a month to keep all those memories and avoid the inconvenience of having to save them I think so. https://twitter.com/i/web/status/2021034793899786290 https://twitter.com/i/web/status/2021034793899786290"  
[X Link](https://x.com/Divergent7651/status/2021034793899786290)  2026-02-10T01:33Z [----] followers, [----] engagements


"Bought some $SNAP common @ $5.29 and some Jan2128 $7 calls @ $1.61. 5% cumulative position"  
[X Link](https://x.com/Divergent7651/status/2021238688806539455)  2026-02-10T15:03Z [----] followers, [----] engagements


"$GLIBK setup is a little reminiscent of $CPH.TO. 1) Downside protection from a stable cash-generative legacy business that's dominant in its niche 2) Insider ownership with a good capital allocator 3) Upside optionality from tax shield decreasing capex and acquisitions"  
[X Link](https://x.com/Divergent7651/status/1982947427712999922)  2025-10-27T23:08Z [----] followers, [----] engagements


"John Malone's ownership of $GLIBA and $GLIBK has increased from 6.8% and 4.7% as at the date of the prospectus to 9.1% and 5.4% as at [--] November [----] per the rights offering S1"  
[X Link](https://x.com/Divergent7651/status/1986203828946149432)  2025-11-05T22:47Z [----] followers, [----] engagements


"Three special situations that I have on the go right now: 1) $ALSN $DAN merger arbitrage. $ALSN gains $280M FCF from deal. All regulatory approvals now obtained. Subject to finance. Pro forma combined TTM FCF of $987M. 10x multiple = $118.58 per share vs $84.32 now. (1/3)"  
[X Link](https://x.com/Divergent7651/status/1992037786338361474)  2025-11-22T01:09Z [----] followers, [----] engagements


"I'm now a cable cowboy. $CHTR $CMCSA $GLIBK"  
[X Link](https://x.com/Divergent7651/status/2008286028965286005)  2026-01-05T21:14Z [----] followers, [----] engagements


"Bought some $LB"  
[X Link](https://x.com/Divergent7651/status/2009664413931048970)  2026-01-09T16:31Z [----] followers, [----] engagements


"Legal research providers have taken a bit of a dive. Could be interesting. $RELX $TRI $WKL"  
[X Link](https://x.com/Divergent7651/status/2010213009369772452)  2026-01-11T04:51Z [----] followers, [----] engagements


"Increased $CHTR at $187 and $212. Now 5% up from 3.3%. Increased $RCI.B and Jul [--] '27 [--] calls. Now 7% cumulatively. If you like the $VOD or $VZ common & LEAPs combo you should really be looking at $RCI.B. Will post more about this soon. Bought $IRDM and IRDM Jul17'26 [--] Call. 3% cumulatively. https://twitter.com/i/web/status/2018424536526668278 https://twitter.com/i/web/status/2018424536526668278"  
[X Link](https://x.com/Divergent7651/status/2018424536526668278)  2026-02-02T20:41Z [----] followers, [----] engagements


"I like this style of thinking. Any other low IV + cheap LEAPs + unpriced catalyst plays out there Some that I own: $RCI.B $HON $VOD $CMCSA. $ASTS Verizon plans to reduce capex substantially moving forward. Plans to return 30% of market cap value back to shareholders over the next [--] years via buybacks and dividends. Although I believe Vodafone is the best MNO opportunity the Verizon LEAPs are cheap a nice sideplay https://t.co/ufUJ4lvSyn $ASTS Verizon plans to reduce capex substantially moving forward. Plans to return 30% of market cap value back to shareholders over the next [--] years via"  
[X Link](https://x.com/Divergent7651/status/2018600541946105866)  2026-02-03T08:20Z [----] followers, [----] engagements


"Gemini is trialling a new feature where the LLM draws on your previous conversations to customise your experience. But what its actually doing is coming up with completely irrelevant throw away references to previous conversations. I asked it about a supplement stack and at the end it threw in this gem: Since you're familiar with the Capital Cycle Im paying for this https://twitter.com/i/web/status/2022247872058855614 https://twitter.com/i/web/status/2022247872058855614"  
[X Link](https://x.com/Divergent7651/status/2022247872058855614)  2026-02-13T09:53Z [----] followers, [---] engagements


"Some good discussion of the competitive dynamics in the broadband industry in the below article: $CMCSA $CHTR $T $VZ https://ltir.substack.com/p/charter-communications-deep-dive-9b7 https://ltir.substack.com/p/charter-communications-deep-dive-9b7"  
[X Link](https://x.com/Divergent7651/status/2015314691120341387)  2026-01-25T06:43Z [----] followers, [----] engagements


"Some other important second order effects arising from $SNAP's revenue mix shifting from advertising revenues to memory storage revenues: 1) Improved Ad Targeting: Subscription billing provides 1st-party data points such as real names addresses billing information etc which bypasses Apple's privacy hurdles; 2) Negative Working Capital: Memory storage subscription revenues are paid for upfront in cash whereas advertising revenues are paid in arrears. These upfront payments can subsidise R&D spending; 3) Hardware Funnel: Memory storage and other paid service subscribers act as a pre-qualified"  
[X Link](https://x.com/Divergent7651/status/2021800248377848121)  2026-02-12T04:15Z [----] followers, [----] engagements


"@DiscountedTr I have nothing against David. Dont know much about the guy. But I saw his seeking alpha write ups multiple of his longs went bankrupt or lost like 99% of their market value"  
[X Link](https://x.com/Divergent7651/status/2018943493020995974)  2026-02-04T07:03Z [----] followers, 27K engagements


"Bought more $SNAP at $5. Now a 6% position including common and LEAPs. $SNAP is at a profitability inflection point due to the growth in its "other revenues". This category includes Snapchat+ Lens+ Snapchat Platinum and Memories Storage Plans. Snap does not explicitly disaggregate these products. Other revenues for FY25 were $745M up 67% YoY with Q4'25 at $232M up 22% QoQ equivalent to an annual run-rate of $928M or 18% of FY25 advertising revenues. The memories storage component of other revenues is very interesting. Memories are saved within the app rather than natively on the phone."  
[X Link](https://x.com/Divergent7651/status/2021794750492508217)  2026-02-12T03:53Z [----] followers, 12.6K engagements


"My $IRDM calls are up 104.55% in a single day. Might be the biggest single day gain on any individual position that I've had. Small position relative to the port though. Increased $CHTR at $187 and $212. Now 5% up from 3.3%. Increased $RCI.B and Jul [--] '27 [--] calls. Now 7% cumulatively. If you like the $VOD or $VZ common & LEAPs combo you should really be looking at $RCI.B. Will post more about this soon. Bought $IRDM and IRDM Jul17'26 [--] Increased $CHTR at $187 and $212. Now 5% up from 3.3%. Increased $RCI.B and Jul [--] '27 [--] calls. Now 7% cumulatively. If you like the $VOD or $VZ common &"  
[X Link](https://x.com/Divergent7651/status/2022050672926134553)  2026-02-12T20:50Z [----] followers, [----] engagements


"I may need to implement a new rule for myself requiring that I buy any idea that I think is good enough to post about. $FCX + 46.9% since [--] Oct '25. $TPL +31.8% since [--] Jan. $T Jun17'27 $30 Calls +45.8% since [--] Feb. Didn't buy any of them of course 😅 https://x.com/Divergent7651/status/2020758200237301801s=20 https://x.com/Divergent7651/status/2013449429869830203s=20 https://x.com/Divergent7651/status/1977326172871823550s=20 https://x.com/Divergent7651/status/2020758200237301801s=20 https://x.com/Divergent7651/status/2013449429869830203s=20"  
[X Link](https://x.com/Divergent7651/status/2022417189559754923)  2026-02-13T21:06Z [----] followers, [---] engagements


"Portfolio update: Weighting: $META: 46.63% $CROX: 23.81% $BRK.B: 19.53% Pre-tax total return net of brokerage fees since Inception (04/2021): 91.82% CAGR since inception: 24.18%"  
[X Link](https://x.com/anyuser/status/1772122084673462662)  2024-03-25T04:43Z [----] followers, 19K engagements


"$CPH thoughts. [--]. CEO owns 40% of the stock. [--]. Near term catalysts - MOB-015 launch 2025/2026 and large acquisition 2024/2025. [--]. Low P/E with possible expansion. [--]. History of good capital allocation via buybacks. [--]. [--] operating margins. 43% ROIC TTM"  
[X Link](https://x.com/anyuser/status/1788442613726716245)  2024-05-09T05:35Z [----] followers, [----] engagements


"Found something interesting today. Sub USD 20M market cap. 60% gross margins. 99% recurring revenues. CEO worked his way up in the business over [--] years. 30% of market cap in excess cash on balance sheet. No debt. Very high FCF margin"  
[X Link](https://x.com/anyuser/status/1792071357330854194)  2024-05-19T05:54Z [----] followers, 19.2K engagements


"My magnum opus $MOB.ST full investment thesis is now available on my substack including my valuation model and list of references. Feedback welcome via DMs. Thank you 🙏"  
[X Link](https://x.com/Divergent7651/status/1793821872041418788)  2024-05-24T01:50Z [----] followers, [----] engagements


"Which microcap businesses are you researching right now or would like to see written up"  
[X Link](https://x.com/anyuser/status/1797173569451184525)  2024-06-02T07:49Z [----] followers, 14.7K engagements


"Thanks to everyone who offered names. Some businesses Im thinking of delving into are: Zedcor - $ZDC.V Table Trac - $TBTC Terravest - $TVK Monarch Cement - $MCEM Which microcap businesses are you researching right now or would like to see written up Which microcap businesses are you researching right now or would like to see written up"  
[X Link](https://x.com/anyuser/status/1797417267778760880)  2024-06-02T23:57Z [----] followers, [----] engagements


"In a nutshell whats the thesis for your highest conviction bet that you currently own"  
[X Link](https://x.com/anyuser/status/1797576710172622998)  2024-06-03T10:30Z [----] followers, [----] engagements


"$MOB.ST - superior product protected by patent huge TAM royalty model high ROIC. $CPH.TO - occupies a niche 40% insider ownership [--] near term catalysts high ROIC. $BQE.V - 20+ year recurring revenues IP competitive advantage [--] long-term catalysts great management. In a nutshell whats the thesis for your highest conviction bet that you currently own In a nutshell whats the thesis for your highest conviction bet that you currently own"  
[X Link](https://x.com/Divergent7651/status/1797755001638662585)  2024-06-03T22:19Z [----] followers, [----] engagements


"In anticipation of my $HAYPP write-up being released in the next week or two I have removed the paywall for my full $CPH.TO investment thesis to allow prospective subscribers to get a feel for how I write and think about businesses. Available at the link my in bio"  
[X Link](https://x.com/Divergent7651/status/1806854733082325351)  2024-06-29T00:58Z [----] followers, [----] engagements


"Annual cigarette unit sales in $HAYPP markets (excl Sweden and Norway) is [--] billion annually. Haypps [----] nicotine pouch can volumes for [----] were [--] million across all markets. Thats less than 1% of the *approximate* TAM. Its early innings for this business"  
[X Link](https://x.com/anyuser/status/1809834417806012608)  2024-07-07T06:18Z [----] followers, [----] engagements


"Heres how the portfolio is looking these days: Moberg $MOB.ST - 35.49% Meta $META - 27.21% Haypp $HAYPP - 19.79% Cipher $CPH.TO - 17.51% Interested to see how my returns are over the next [--] years having just started investing in the microcap space. Portfolio update: Weighting: $META: 46.63% $CROX: 23.81% $BRK.B: 19.53% Pre-tax total return net of brokerage fees since Inception (04/2021): 91.82% CAGR since inception: 24.18% Portfolio update: Weighting: $META: 46.63% $CROX: 23.81% $BRK.B: 19.53% Pre-tax total return net of brokerage fees since Inception (04/2021): 91.82% CAGR since inception:"  
[X Link](https://x.com/anyuser/status/1810825576921629107)  2024-07-09T23:57Z [----] followers, 18.4K engagements


"Heres an excellent write-up of $CLPT for those interested: https://seekingalpha.com/article/4378927-clearpoint-neuro-becoming-worlds-pre-eminent-neurosurgery-platform https://seekingalpha.com/article/4378927-clearpoint-neuro-becoming-worlds-pre-eminent-neurosurgery-platform"  
[X Link](https://x.com/Divergent7651/status/1811938506706682271)  2024-07-13T01:39Z [----] followers, [----] engagements


"California Nanotechnologies $CNO.V seems like a fairly likely [--] bagger. What puts me off is the high probability of dilution moving forward. Am I wrong about that Is that just how it has to be If you're a holder how do you rationalize this downside"  
[X Link](https://x.com/anyuser/status/1815898201607766283)  2024-07-23T23:54Z [----] followers, [----] engagements


"Potential idea to write about: $28.6M USD MC. TTM P/E of [--]. [--] yr avg ROIC 23.77% Profitable and undervalued. Potential catalyst. Minimal dilution - 13% increase in shares out since [----]. No warrants. Employee options 1% of shares out. Any interest"  
[X Link](https://x.com/Divergent7651/status/1816621417561227617)  2024-07-25T23:47Z [----] followers, [----] engagements


"What is your favourite capital-light compounder business that has the potential to increase revenues and earnings without proportionate reinvestments of capital that's undervalued right now"  
[X Link](https://x.com/anyuser/status/1817709137322713392)  2024-07-28T23:50Z [----] followers, 78K engagements


"ContextVision AB $CONTX.OL is somewhat interesting. $42M USD market cap. Earns high-margin recurring medical imaging software licence revenues. Medical imaging software is embedded in imaging equipment. Revenues last for the equipment lifecycle. Typically [--] years"  
[X Link](https://x.com/Divergent7651/status/1817719135713030313)  2024-07-29T00:29Z [----] followers, [----] engagements


"$CPH.TO isnt done with its acquisitions Announcement refers to: 1) $25M of $65M credit facility remains available to provide financing to fuel Cipher's continued future growth plans. 2) Cipher plans to launch complementary products to Natroba across the US"  
[X Link](https://x.com/Divergent7651/status/1817895749033894004)  2024-07-29T12:11Z [----] followers, [----] engagements


"Here are my initial thoughts on $CPH.TO recently announced acquisition. More detailed thoughts to follow on the blog in the coming days. My attempted X thread is completely out of order so this is to supplement that"  
[X Link](https://x.com/anyuser/status/1818138118840897706)  2024-07-30T04:14Z [----] followers, [----] engagements


"Scabies affects 200-400 million people globally annually. If Spinosad patent is only registered in U.S. $CPH.TO has opportunity to sell the drug outside U.S. for full [--] year protection period. E.g. Canada. Prevalence is highest in developing countries too"  
[X Link](https://x.com/anyuser/status/1818444770999517612)  2024-07-31T00:33Z [----] followers, [----] engagements


"Cipher Absorica royalties for [----] were $6.1M USD. If we assume $CPH.TO royalty rate is 10% (figure unknown) then Sun Pharma's Absorica revs were $60M USD. If $CPH.TO brings Absorica in-house and earns a 30% operating margin that's $18M of operating income. Catalyst 5/ The second asset they acquired was the US sales team. This gives them more possibilities. First they can bring their Legacy drugs in house. This would end the relationship with SUN which has been a risk as SUN brought out an own drug as competitor to Absorbica. 5/ The second asset they acquired was the US sales team. This gives"  
[X Link](https://x.com/Divergent7651/status/1818489333713957314)  2024-07-31T03:30Z [----] followers, [----] engagements


"$CPH.TO market cap: $200M USD. CPH [----] operating income sources: 1) Natroba US: $12M USD 2) Absorica in-house: $18M USD 3) MOB-015 CA + legacy biz: $33.8M USD (per 08/23 SIB) 4) Natroba CA Natroba royalties MOB-015 US Base case total = $63.8M USD. MC/FY27 OI = 3x"  
[X Link](https://x.com/anyuser/status/1818534761864085577)  2024-07-31T06:30Z [----] followers, 10.3K engagements


"Just published some first blush thoughts on $CPH.TO Natroba acquisition on the blog. Not intended to be a deep-dive. Just some reflections on the limited info we have so far. Happy to discuss hope you enjoy and thank you for reading"  
[X Link](https://x.com/anyuser/status/1818849961062330708)  2024-08-01T03:23Z [----] followers, [----] engagements


"To my fellow $CPH.TO holders lets collaborate to research and compile some questions for management for the upcoming Q2 earnings call. Maybe we can send the questions to management as a block in advance of the call to get some useful information about this acquisition"  
[X Link](https://x.com/anyuser/status/1818978215010119765)  2024-08-01T11:52Z [----] followers, [----] engagements


"Thank you to everyone who has read my recent blog post on $CPH.TO Natroba acquisition. Its had a great reception so far. Free to read in the usual place"  
[X Link](https://x.com/anyuser/status/1819537323182510568)  2024-08-03T00:54Z [----] followers, [----] engagements


"Come to think of it Natroba having a 21% market share of the scabies treatment market in the US is not bad considering its only had FDA approval since [----]. It has come into a market dominated by a single product and taken 21% of the market in only [--] years. $CPH.TO"  
[X Link](https://x.com/anyuser/status/1821316001398714742)  2024-08-07T22:42Z [----] followers, [----] engagements


"A sneak peak at my upcoming blog post estimating the value of $CPH.TO sources of operating income post Natroba acquisition. You can't intelligently take advantage of market prices unless you know the approximate value of what you own. Figures are estimates and subject to change"  
[X Link](https://x.com/anyuser/status/1821763690447958154)  2024-08-09T04:21Z [----] followers, [----] engagements


"$HAYPP Q2 report is out"  
[X Link](https://x.com/Divergent7651/status/1821787416656801956)  2024-08-09T05:55Z [----] followers, 10.1K engagements


"$CPH.TO earnings call highlights: 1) Permethrin resistance is a global issue. Management believes this will unlock significant revenue and value streams for Natroba. 2) Natroba is the only scabies treatment in the U.S. with a complete cure"  
[X Link](https://x.com/anyuser/status/1821895127964774641)  2024-08-09T13:03Z [----] followers, 16K engagements


"$CPH.TO business is an ideal platform for acquisitions of additional products because the business throws off large amounts of cash with no internal uses for it. Capex is basically non-existent. Major risk is of a bad acquisition. But Craig and Bryan are earning our confidence"  
[X Link](https://x.com/Divergent7651/status/1822408032032354518)  2024-08-10T23:01Z [----] followers, [----] engagements


"From a message I just sent to a stack subscriber. Just one man's humble opinion. I could be wrong. $HAYPP"  
[X Link](https://x.com/Divergent7651/status/1822428211399348431)  2024-08-11T00:21Z [----] followers, [----] engagements


"$CPH.TO now has the three engines of multi-bag returns working in its favour: 1) Increasing EPS from catalysts - e.g. Natroba U.S. + Canada + global royalties MOB-015 Canada etc 2) A re-rating of the P/E ratio due to earnings growth 3) Decreasing shares out via buybacks"  
[X Link](https://x.com/Divergent7651/status/1822523844113916324)  2024-08-11T06:41Z [----] followers, [----] engagements


"I have just published my revised valuation of $CPH.TO in the usual place. The post identifies and estimates Cipher's sources of operating income post-Natroba acquisition for 2024-2031 and emphasises Cipher's current undervaluation relative to its potential future earnings. (1/3)"  
[X Link](https://x.com/anyuser/status/1822879654161838334)  2024-08-12T06:15Z [----] followers, 12.7K engagements


"This is going to lead to more accusations that Im @PedroLamento but Ive sacrificed some $Meta upon the altar of opportunity cost and have averaged up on $Haypp and $CPH.TO"  
[X Link](https://x.com/anyuser/status/1823259926778839051)  2024-08-13T07:26Z [----] followers, [----] engagements


"Now free to read in the usual place. $CPH.TO I have just published my revised valuation of $CPH.TO in the usual place. The post identifies and estimates Cipher's sources of operating income post-Natroba acquisition for 2024-2031 and emphasises Cipher's current undervaluation relative to its potential future earnings. (1/3) https://t.co/4y6aY5ZOMV I have just published my revised valuation of $CPH.TO in the usual place. The post identifies and estimates Cipher's sources of operating income post-Natroba acquisition for 2024-2031 and emphasises Cipher's current undervaluation relative to its"  
[X Link](https://x.com/Divergent7651/status/1823363727309328689)  2024-08-13T14:19Z [----] followers, [----] engagements


"Anyone interested in my $CPH.TO Q2 [----] earnings call notes Theyre just dot points in a word doc and mostly covered below but useful since theres no transcript right now. $CPH.TO earnings call highlights: 1) Permethrin resistance is a global issue. Management believes this will unlock significant revenue and value streams for Natroba. 2) Natroba is the only scabies treatment in the U.S. with a complete cure. $CPH.TO earnings call highlights: 1) Permethrin resistance is a global issue. Management believes this will unlock significant revenue and value streams for Natroba. 2) Natroba is the"  
[X Link](https://x.com/anyuser/status/1823895683876970565)  2024-08-15T01:33Z [----] followers, [----] engagements


"$CPH.TO Q2 [----] earnings call transcript thanks to @masticmensch. I recommend that you sit in a quiet room read this carefully and think about the implications of what was said. @Divergent7651 https://t.co/CtpMuiHkRi @Divergent7651 https://t.co/CtpMuiHkRi"  
[X Link](https://x.com/anyuser/status/1823905873863073829)  2024-08-15T02:13Z [----] followers, [----] engagements


"My $Haypp write-up preview is my first stack post to pass [----] views after being posted on [--] July this year. Thank you to everyone who has read it and offered feedback so far. It doesn't adequately cover regulatory risks though. So keep that in mind if you do read it"  
[X Link](https://x.com/Divergent7651/status/1823921173232836724)  2024-08-15T03:14Z [----] followers, [----] engagements


"Norwegian billionaire businessman Petter Stordalen has acquired a stake in $Haypp. Thanks to @playerzerozero1 https://bnngpt.com/searches/norwegian-investor-petter-stordalen-buys-stake-swedish-wSLZD5N @Divergent7651 This is good. This guy tends to make money. :) https://t.co/StwwKFnKAA https://bnngpt.com/searches/norwegian-investor-petter-stordalen-buys-stake-swedish-wSLZD5N @Divergent7651 This is good. This guy tends to make money. :) https://t.co/StwwKFnKAA"  
[X Link](https://x.com/anyuser/status/1824243784760299809)  2024-08-16T00:36Z [----] followers, [----] engagements


"For those who found $TVK.TO early what screening criteria were you using when you found it Are there criteria that are helpful for finding similar compounders"  
[X Link](https://x.com/anyuser/status/1824604270282543224)  2024-08-17T00:28Z [----] followers, 33.7K engagements


"Fintwit can be pretty amazing. I have strangers from the other side of the world reaching out offering resources favours feedback and ideas. There's too many to name but you know who you are and I just wanted to say thank you again"  
[X Link](https://x.com/Divergent7651/status/1824642132709388350)  2024-08-17T02:59Z [----] followers, [----] engagements


"The masculine urge to start your own Berkshire/Terravest and compound capital at 20%+ for [--] years and change the financial fortunes of the next three generations of your kin"  
[X Link](https://x.com/anyuser/status/1824709841962799271)  2024-08-17T07:28Z [----] followers, 44.2K engagements


"I'm just now learning about CANSLIM. $CPH.TO and $HAYPP came to mind during the section on the supply/demand for shares. Both have less than [--] million shares out and have tight floats due to high insider ownership (Cipher 40%+) and a strong base of large shareholders (Haypp). @Divergent7651 I was very early in my stock evaluation journey and was basically screening using CANSLIM. Paul and Trevor @smallcapdiscoveries have made the below CANSLIM video if you are not familiar. https://t.co/TBfRP2zqOZ @Divergent7651 I was very early in my stock evaluation journey and was basically screening"  
[X Link](https://x.com/Divergent7651/status/1825276110432829800)  2024-08-18T20:58Z [----] followers, [----] engagements


"Something interesting I came across. Saker Aviation $SKAS operates a helipad in Manhattan under a lease. The business is OTC listed and has 72% of its $10M market cap in net cash on its balance sheet. Seems like a special situation candidate - gain control force dividend"  
[X Link](https://x.com/anyuser/status/1825326632946880906)  2024-08-19T00:19Z [----] followers, 15.5K engagements


"As @SebKrog noted $CPH.TO new U.S. sales force means Cipher can also sell Lipofen directly. FY'23 Lipofen royalties were $2.2M USD. Assuming a 15% royalty rate = $14.6M USD in sales revs. At a 30% operating margin that's additional operating income of $4.38M USD. (1/2)"  
[X Link](https://x.com/anyuser/status/1825355588039270608)  2024-08-19T02:14Z [----] followers, [----] engagements


"For those who traveled abroad when they were in their 20s was it worth it or did it just set you back financially"  
[X Link](https://x.com/anyuser/status/1825376262728122865)  2024-08-19T03:36Z [----] followers, 866.2K engagements


"@SebKrog Im not sure if I want to 😅 but I am considering it"  
[X Link](https://x.com/Divergent7651/status/1825376867417030865)  2024-08-19T03:38Z [----] followers, 33.3K engagements


"@ValueInvestJpn My first trip as an adult was Japan earlier this year. Loved it and miss being there"  
[X Link](https://x.com/Divergent7651/status/1825379430564614191)  2024-08-19T03:49Z [----] followers, 32.4K engagements


"@ValueInvestJpn Add [--] years 😂 I just havent traveled much"  
[X Link](https://x.com/Divergent7651/status/1825391114934989015)  2024-08-19T04:35Z [----] followers, [----] engagements


"@DeepSailCapital Ill keep that in mind for my children one day 🙏"  
[X Link](https://x.com/Divergent7651/status/1825394947576778787)  2024-08-19T04:50Z [----] followers, 36.6K engagements


"@ConcaveMMT Scary and true"  
[X Link](https://x.com/Divergent7651/status/1825406957089653171)  2024-08-19T05:38Z [----] followers, 25.7K engagements


"@GardnerRhod Any regrets I dont think my Mazda [--] will appreciate too much if I sell it 😂"  
[X Link](https://x.com/anyuser/status/1825423160441024768)  2024-08-19T06:42Z [----] followers, 10.8K engagements


"Some will disagree and this is not a knock on anyone but one thing I dislike about micro/small cap investing is the tendency of some managements to meet with or provide information to certain shareholders and not others (1/n)"  
[X Link](https://x.com/Divergent7651/status/1825495184039444591)  2024-08-19T11:29Z [----] followers, 17.4K engagements


"Buffett has spoken about this previously. Frankly its unacceptable. Berkshire Hathaway really is the gold standard of corporate governance. End rant"  
[X Link](https://x.com/anyuser/status/1825495205258403843)  2024-08-19T11:29Z [----] followers, [----] engagements


"I never predict price movements but considering we were at $8 CAD before Natroba which doubled earnings $16 was kind of expected and makes sense. We have further to go yet $CPH.TO"  
[X Link](https://x.com/Divergent7651/status/1825674155066589668)  2024-08-19T23:20Z [----] followers, [----] engagements


"Chris puts more detail on the same conclusion I reached - if you expand your time horizon out just a few years $CPH.TO is still cheap relative to its future earnings notwithstanding the recent run up. $CPH.TO $CPHRF So just looking at the business today we have 1) $13M of ebitda from the legacy business 2) $13M from ParaPro. Subtract out $2.8M of interest expense $1M of SBC and fully tax it at 25% and we have earnings of $16.7M or [--] cents a share. $CPH.TO $CPHRF So just looking at the business today we have 1) $13M of ebitda from the legacy business 2) $13M from ParaPro. Subtract out $2.8M"  
[X Link](https://x.com/Divergent7651/status/1826414833765634471)  2024-08-22T00:23Z [----] followers, [----] engagements


"Whats the highest weighting youve ever had for a single investment For me it was 50% in $META at cost in 2022"  
[X Link](https://x.com/anyuser/status/1826441923491758357)  2024-08-22T02:11Z [----] followers, 20.1K engagements


"For those who have had multi-baggers on average how long did it take for those investments to achieve multi-bagger status"  
[X Link](https://x.com/anyuser/status/1826442120489828470)  2024-08-22T02:11Z [----] followers, 19.7K engagements


"My notes from the $CPH.TO interview: 1) Cipher's revenues more than doubled from Natroba acquisition. 2) Earnings have doubled on EBITDA metric. Natroba provides "almost identical EBITDA level". (1/n) $CPH.TO Craig Mull interview https://t.co/rUMiAGjano $CPH.TO Craig Mull interview https://t.co/rUMiAGjano"  
[X Link](https://x.com/anyuser/status/1826458517169115610)  2024-08-22T03:16Z [----] followers, 12.6K engagements


"3) Main competitor for Epuris in CA is accutane. Accutane still has 40% market share even though it's an inferior product. Management laser focused on taking market share from Accutane. 4) *Current* size of nail fungus treatment market in CA is $90M. (2/n)"  
[X Link](https://x.com/Divergent7651/status/1826458521493536823)  2024-08-22T03:17Z [----] followers, [----] engagements


"24) Craig's 3-5 yr vision: (1) Take permethrin U.S. market share and significantly increase revs and margins. (2) MOB-15 in Canada. (3) Revenues in hundreds of millions. (4) Market cap above [--] billion. (5) Nasdaq listing. (6) Migrate to U.S. market"  
[X Link](https://x.com/Divergent7651/status/1826458567651766684)  2024-08-22T03:17Z [----] followers, [----] engagements


"There you have it. The $CPH.TO blueprint for the next 3-5 years courtesy of the man at the helm. 24) Craig's 3-5 yr vision: (1) Take permethrin U.S. market share and significantly increase revs and margins. (2) MOB-15 in Canada. (3) Revenues in hundreds of millions. (4) Market cap above [--] billion. (5) Nasdaq listing. (6) Migrate to U.S. market. 24) Craig's 3-5 yr vision: (1) Take permethrin U.S. market share and significantly increase revs and margins. (2) MOB-15 in Canada. (3) Revenues in hundreds of millions. (4) Market cap above [--] billion. (5) Nasdaq listing. (6) Migrate to U.S. market"  
[X Link](https://x.com/Divergent7651/status/1826618247858586054)  2024-08-22T13:51Z [----] followers, [----] engagements


"I think we now have an explanation for why $CPH.TO management estimated 5% annual growth in the legacy business's revenues and earnings in the Sep'23 SIB filing - Epuris taking share from Accutane's 40% market share in Canada. 3) Main competitor for Epuris in CA is accutane. Accutane still has 40% market share even though it's an inferior product. Management laser focused on taking market share from Accutane. 4) *Current* size of nail fungus treatment market in CA is $90M. (2/n) 3) Main competitor for Epuris in CA is accutane. Accutane still has 40% market share even though it's an inferior"  
[X Link](https://x.com/Divergent7651/status/1827158921154576516)  2024-08-24T01:40Z [----] followers, [----] engagements


"I don't usually think about investments in these terms but I am curious. For my fellow $MOB.ST holders if the phase [--] readout in January '25 comes back with a high complete cure rate what kind of price action do you anticipate"  
[X Link](https://x.com/Divergent7651/status/1828059637611893244)  2024-08-26T13:19Z [----] followers, [----] engagements


"Started a portfolio for a family member with a very small amount of money: $MOB.ST - 30% $CPH.TO - 30% $HAYPP - 30% $CNO.V - 5% $AVCR - 5% Curious to see how it goes"  
[X Link](https://x.com/anyuser/status/1828303260215877832)  2024-08-27T05:27Z [----] followers, 67K engagements


"My free to read stack post containing my initial thoughts on $CPH.TO's Natroba acquisition is very close to reaching [----] views since being published on [--] August this year. Thank you to everyone who has read it so far and offered feedback. Much appreciated. Glad you enjoyed it"  
[X Link](https://x.com/anyuser/status/1828313665805918446)  2024-08-27T06:08Z [----] followers, [----] engagements


"My notes from the $CPH.TO Small Cap Discoveries Interview (1/n). Most important points: 1) confirmed pursuing MOB-015 U.S. rights; 2) confirmed want to bring Absorica/all [--] US products in-house; 3) more hints at near-term acquisition of complementary product for sales force"  
[X Link](https://x.com/Divergent7651/status/1828953971035386247)  2024-08-29T00:33Z [----] followers, 13.1K engagements


"Redeploying capital from concentrated appreciated positions into new businesses with higher forward expected values is something I learned from fintwit that I think has made me a better investor. I still struggle with it at times. Hard to give up a good thing that has worked. I remember a fairly unknown Swedish investor with 60% CAGR over [--] years wrote that "you don't diversify to protect the downside but to take part in the upside." Completely changed how I view diversification once I understood what he meant. Concentration isn't always optimal I remember a fairly unknown Swedish investor"  
[X Link](https://x.com/anyuser/status/1829747794208583980)  2024-08-31T05:07Z [----] followers, [----] engagements


"Who are the best microcap investors that you follow on X If youd like to recommend someone privately please feel free to DM me"  
[X Link](https://x.com/anyuser/status/1829791709460566261)  2024-08-31T08:01Z [----] followers, 39.8K engagements


"For those who have started a fund how did you go about attracting LPs What advice would you give to someone wanting to start a fund"  
[X Link](https://x.com/anyuser/status/1830484326519394386)  2024-09-02T05:54Z [----] followers, 162.1K engagements


"Putting my "bear" hat on and thinking aloud on some potential risks and concerns for $HAYPP. Appreciate your thoughts/responses (1/N). 1) It seems like there are fairly low barriers to entry for new online competitors - e.g. Prilla. What prevents new competitors from entering"  
[X Link](https://x.com/Divergent7651/status/1833383794373759375)  2024-09-10T05:55Z [----] followers, [----] engagements


"I keep a record of everything I've bought/sold since starting. I have used up my punch card 2x or more. My hit rate since inception hasn't been good. A handful of decisions were responsible for most of my gains. I've progressed towards quality concentration and less activity"  
[X Link](https://x.com/anyuser/status/1833446784095687167)  2024-09-10T10:05Z [----] followers, 10.6K engagements


"For current PMs and fund owners when you are hiring for an analyst does the prospective analyst's personal investing track record make a difference to you If so what kind of CAGR and timeframe would intrigue you (noting that we are talking about younger people starting out)"  
[X Link](https://x.com/anyuser/status/1834014475500044497)  2024-09-11T23:41Z [----] followers, [----] engagements


"What does it say about a person when they jump at the chance to prematurely try and dunk on someones perceived misfortune Nothing good"  
[X Link](https://x.com/Divergent7651/status/1834551301918904761)  2024-09-13T11:14Z [----] followers, [----] engagements


"This is 90% of my portfolio. I am being tested. Lets check back in six months. All part of the game"  
[X Link](https://x.com/anyuser/status/1834731176784974300)  2024-09-13T23:09Z [----] followers, 143.2K engagements


"@SowingAlphaSeed No because I did the work myself and came to my own views about the businesses. Whether or not people agree with me doesnt matter. Also people forget that fintwit is really a little microcosm. Beyond here I wouldnt say these are crowded at all though I could be wrong"  
[X Link](https://x.com/anyuser/status/1834732512851247438)  2024-09-13T23:14Z [----] followers, [----] engagements


"Investing is great when you're making money and everyone agrees with you. But how will you fare when you're down and being berated by strangers Will you hold to your convictions and coldly assess the facts I have my answer. You will get yours eventually too"  
[X Link](https://x.com/Divergent7651/status/1835106771377197268)  2024-09-15T00:02Z [----] followers, 11.2K engagements


"Just finished listening to the $MOB.ST conference call following the press release. Some thoughts: 1) The number of patients within a subset of total patients who achieved *clinical cure* was lower than expected. (1/n)"  
[X Link](https://x.com/Divergent7651/status/1835487580412084367)  2024-09-16T01:15Z [----] followers, 18.3K engagements


"Need some bears to tell me everything wrong with $CPH.TO and the risks they face from this point forward"  
[X Link](https://x.com/anyuser/status/1839105478112194761)  2024-09-26T00:51Z [----] followers, [----] engagements


"Brief notes from $CPH.TO Planet Microcap Interview: 1) U.S. anti-parasitic market = $165M USD annually. Natroba has 60% EBITDA margin. Allows estimate of operating income from Natroba. E.g. 50% market share = $49.5M USD OI. (1/2)"  
[X Link](https://x.com/Divergent7651/status/1839446963076645223)  2024-09-26T23:28Z [----] followers, [----] engagements


"Within my portfolio I have two very extreme opposite examples of why management is so important. $CPH.TO $MOB.ST"  
[X Link](https://x.com/Divergent7651/status/1840885770787439018)  2024-09-30T22:45Z [----] followers, [----] engagements


"$CPH.TO's new Chief Business Officer is Hamed Ghanei. Hamed was previously employed at Cipher between Aug '17 - Sep '19. Cipher's stock price performance during that time was not good. (1/5)"  
[X Link](https://x.com/Divergent7651/status/1843829311452901629)  2024-10-09T01:42Z [----] followers, [----] engagements


"When management makes the effort to report a business's results in this way for its owners it says something very positive about them IMO. Every business's annual report should include a [--] year summary with detailed unit economic metrics. Very few do. $AZO"  
[X Link](https://x.com/anyuser/status/1843832173658550693)  2024-10-09T01:53Z [----] followers, 10.4K engagements


"$CPH.TO Cipher filed copies of their ParaPRO asset purchase agreement their Credit Agreement with National Bank of Canada and a "Business Acquisition Report" on Sedar late yesterday evening"  
[X Link](https://x.com/anyuser/status/1844289949400797467)  2024-10-10T08:12Z [----] followers, [----] engagements


"87% gross margins 46% operating margin and 15.5% YoY sales growth. $CPH.TO"  
[X Link](https://x.com/Divergent7651/status/1844292415315902851)  2024-10-10T08:22Z [----] followers, 14.9K engagements


"Pro Forma consolidated income statement for year end [----] including Natroba $CPH.TO"  
[X Link](https://x.com/anyuser/status/1844294825694331319)  2024-10-10T08:32Z [----] followers, [----] engagements


"Thread on a special situation idea: $ALSN purchase of $DAN "off-highway" ("OH") biz segment. Summary: 39% increase in $ALSN FCF from merger not currently priced in. Can profit from either (1) purchase of $ALSN stock; or (2) $ALSN Dec25 Feb26 or Dec26 call options. (1/n)"  
[X Link](https://x.com/anyuser/status/1941305443214880792)  2025-07-05T01:17Z [----] followers, [----] engagements


"$HON spin of its aerospace division is interesting. Whole biz trades at P/FCF of 17X. Aerospace div is most profitable division. Capital light with FCF conversion of 91% and ROA of 23%. According to management comparable biz's for aero include $GE $TDG & $RTX. (1/2)"  
[X Link](https://x.com/anyuser/status/1943515910213415282)  2025-07-11T03:41Z [----] followers, 36.2K engagements


"Peer P/FCF multiples: $TDG: 45x $RTX: 28x $GE: 38x Average: [--] If $HON aero revalued to average of peer multiples (FY24 FCF of $3916M x 37) market cap = $144.892B. That's 95% of $HON's current market cap not accounting for value of [--] other segments. (2/2)"  
[X Link](https://x.com/anyuser/status/1943515913644577099)  2025-07-11T03:41Z [----] followers, [----] engagements


"Further to this thread and in addition to John Malone's explicit comments another interesting feature of $GLIBK's prospectus which seems to indicate Malone's desire to recreate a Liberty Media like entity is the "Ventures Group common stock". (1/n)"  
[X Link](https://x.com/Divergent7651/status/1945772182166249493)  2025-07-17T09:06Z [----] followers, [----] engagements


"I wouldn't be surprised if Chris Hohn ends up owning Honeywell aerospace. Seems like his kind of business - mission critical software and components for aircraft with pricing power. Unless he doesn't buy competitors to his current holdings"  
[X Link](https://x.com/anyuser/status/1948155378619072900)  2025-07-23T22:56Z [----] followers, [----] engagements


"$HON today is $GE pre-spin off though not quite as undervalued as $GE was. Multiple high-quality peer leading businesses being spun off that are ripe for revaluation to peer P/FCF multiples. Especially aerospace. + potential IPO of Quantinuum. https://valueinvestorsclub.com/idea/GENERAL_ELECTRIC_CO/2568391241 Its honestly incredibly how much value there was in the legacy $GE portfolio. Cytiva (now $DHR) is the dominant player in upstream bioprocessing. $GEV Vernova is riding an AI energy wave. Aerospace has a [--] year backlog with incredible pricing power. $GEHC is the one"  
[X Link](https://x.com/anyuser/status/1949264133729419453)  2025-07-27T00:22Z [----] followers, 26.5K engagements


"Some things I like about $LULU: 1) Excellent margins: FY25 59% gross margin 23.6% operating margins. 2) Excellent ROIC: 48% pre-tax return on tangible assets; 60% pre-tax return on equity with no LT debt. 3) Strong balance sheet: $1.3B in cash; no LT debt. (1/n)"  
[X Link](https://x.com/anyuser/status/1949608303086153994)  2025-07-27T23:10Z [----] followers, 10.3K engagements


"Thinking about how I pitched $HAYPP to a fund as part of a job application on [--] July [----] and it's now up 66%. Didn't get an interview"  
[X Link](https://x.com/anyuser/status/1950427436857905352)  2025-07-30T05:25Z [----] followers, [----] engagements


"Some mouthwatering figures if you ask me. $NVO"  
[X Link](https://x.com/anyuser/status/1950449890288640232)  2025-07-30T06:54Z [----] followers, [----] engagements


"Visualising some comps for $HON aerospace division. Slowly working on getting a blog post out on the spin off"  
[X Link](https://x.com/anyuser/status/1951801633966641644)  2025-08-03T00:25Z [----] followers, [----] engagements


"Form [--] Registration Statement now available for $HON first spin off entity - Solstice Advanced Materials. https://investor.honeywell.com/investor-resources/about-our-spin-offs https://investor.honeywell.com/investor-resources/about-our-spin-offs"  
[X Link](https://x.com/anyuser/status/1959483102281216344)  2025-08-24T05:09Z [----] followers, [----] engagements

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