# ![@FragmentsValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::880767941943451648.png) @FragmentsValue FRAGMENTS Value

FRAGMENTS Value posts on X about $nvda, $aapl, $tsla, $msft the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::880767941943451648/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::880767941943451648/c:line/m:interactions.svg)

- [--] Week [-----] -41%
- [--] Month [------] +50%

### Mentions: [--] [#](/creator/twitter::880767941943451648/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::880767941943451648/c:line/m:posts_active.svg)

- [--] Month [---] -23%

### Followers: [---] [#](/creator/twitter::880767941943451648/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::880767941943451648/c:line/m:followers.svg)

- [--] Week [---] +2.70%
- [--] Month [---] +4.60%

### CreatorRank: [---------] [#](/creator/twitter::880767941943451648/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::880767941943451648/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  76.67% [technology brands](/list/technology-brands)  53.33% [cryptocurrencies](/list/cryptocurrencies)  50% [finance](/list/finance)  45.83% [automotive brands](/list/automotive-brands)  43.33% [financial services](/list/financial-services)  #2757 [exchanges](/list/exchanges)  12.5% [countries](/list/countries)  2.5% [fashion brands](/list/fashion-brands)  1.67% [currencies](/list/currencies)  0.83%

**Social topic influence**
[$nvda](/topic/$nvda) #1359, [$aapl](/topic/$aapl) #587, [$tsla](/topic/$tsla) #512, [$msft](/topic/$msft) #570, [$amzn](/topic/$amzn) #1045, [$qqq](/topic/$qqq) #733, [$meta](/topic/$meta) #625, [meta](/topic/meta) 35%, [$googl](/topic/$googl) 28.33%, [nvda](/topic/nvda) #405

**Top accounts mentioned or mentioned by**
[@solascapital1](/creator/undefined) [@qualscreener](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [JPMorgan Chase (JPM)](/topic/$jpm) [Exxon Mobil (XOM)](/topic/$xom) [Netflix Inc (NFLX)](/topic/$nflx) [Convex Finance (CVX)](/topic/$cvx) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [PureFi Protocol (UFI)](/topic/$ufi) [UnitedHealth Group (UNH)](/topic/$unh) [GameStop, Corp. (GME)](/topic/$gme) [Intel Corporation (INTC)](/topic/$intc) [Cable One, Inc. (CABO)](/topic/$cabo) [Mario Coin (COIN)](/topic/$coin) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Cenovus Energy Inc. (CVE)](/topic/$cve) [The Toronto-Dominion Bank (TD)](/topic/$td) [Basis Cash (BAC)](/topic/$bac) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Brookfield Corporation (BN)](/topic/$bn) [GammaSwap (GS)](/topic/$gs) [Park Hotels & Resorts Inc. Common Stock (PK)](/topic/$pk) [Walmart, Inc. (WMT)](/topic/$wmt) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Alibaba Group (BABA)](/topic/$baba) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Morgan Stanley (MS)](/topic/$ms) [DIA (DIA)](/topic/$dia) [AdvanSix Inc. (ASIX)](/topic/$asix) [SPDR GOLD ETF (GLD)](/topic/$gld) [Kohl's Corporation (KSS)](/topic/$kss) [Oracle Corporation (ORCL)](/topic/$orcl) [Iris Energy Limited (IREN)](/topic/$iren) [Costco Hot Dog (COST)](/topic/$cost) [Delta Air Lines, Inc. (DAL)](/topic/$dal) [United Airlines Holdings, Inc. (UAL)](/topic/$ual) [American Airlines Group Inc (AAL)](/topic/$aal) [Ambac Financial Group, Inc. (AMBC)](/topic/$ambc) [Wells Fargo & Co (WFC)](/topic/$wfc) [Micron Technology, Inc. (MU)](/topic/$mu) [Paramount Global (PARA)](/topic/$para) [Eli Lilly and Company (LLY)](/topic/$lly) [DisChain (DIS)](/topic/$dis) [Centene Corp (CNC)](/topic/$cnc) [Shopify Inc (SHOP)](/topic/$shop) [Markel, Corp. (MKL)](/topic/$mkl) [Amplify Energy Corp. (AMPY)](/topic/$ampy) [Salesforce Inc (CRM)](/topic/$crm) [Verizon Communications Inc. (VZ)](/topic/$vz) [Now Coin (NOW)](/topic/$now) [Bitcoin (BTC)](/topic/$btc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Most coverage stops at: cyclical down wait for recovery. Thats where analysis ends. Thats where deep value begins. $HURC is a per-share asset file: cash receivables inventory not vibes. The entire thesis lives or dies on one variable: does inventory stay alive long enough to convert Ignore the mood. Force the math. $HURC $SPY $QQQ $IWM $DIA $VTI $ARKK $SMH $XLI $XLE $XLK $XLF $XLP $XLV $XLU $GDX $SLV $TLT $HYG $LQD $USO $GLD $DXY $BTC $ETH $COIN $MSTR $RIOT $MARA $SOFI $PLTR $SNOW $CRM $ADBE $AMAT $LRCX $TER $ASML $FANUY #DeepValue #WorkingCapital #AssetBased #NoNarrative"  
[X Link](https://x.com/FragmentsValue/status/2019405901925654784)  2026-02-05T13:41Z [---] followers, [--] engagements


"Insiders dont buy stories. They buy mispriced files. At $HURC multiple insiders bought stock during the downturn. Not options. Not grants. Cash purchases. Meanwhile at least one fund sized the position at 45% of its portfolio. Thats not a screen. Thats an underwriting decision. Deep value is not about calling the bottom. Its about paying less than the asset floor while waiting. $HURC $BRK.B $MKL $FFH $PGR $TRV $AJG $AIG $KNSL $WRB $CB $MET $PRU $BLK $BX $KKR $APO $ARES $TSKA $NVDA $BTC #DeepValue #InsiderBuying #AssetFloor #CycleInvesting"  
[X Link](https://x.com/FragmentsValue/status/2019451398295863788)  2026-02-05T16:41Z [---] followers, [--] engagements


"Hurco ( $HURC ) is being priced like a small cyclical that lost earnings. It is not being priced like what it actually is: a balance-sheet-heavy industrial with $30/sh in book value and $25/sh in net current assets. Deep value doesnt start with EPS. It starts when assets are mis-marked because the cycle is ugly. https://twitter.com/i/web/status/2019773287228690455 https://twitter.com/i/web/status/2019773287228690455"  
[X Link](https://x.com/FragmentsValue/status/2019773287228690455)  2026-02-06T14:00Z [---] followers, [--] engagements


"FRAGMENTS Daily PLUS is out. Everyone is still debating AI multiples. Meanwhile the real fight is happening in conference rooms at 5:42 a.m. DEBT MATURITIES. OCCUPANCY. RENT ROLL. Thats todays FRAGMENTS. We explain: $PK debt map $ONL detox Why an industrial like $ASIX is a macro tell for who survives real cost cycles This isnt vibes. Its term sheets. $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-plus-friday-november-bb0"  
[X Link](https://x.com/FragmentsValue/status/1991839762299376065)  2025-11-21T12:03Z [---] followers, [--] engagements


"1998 wasnt about Russia it was about discovering the real leverage when the window suddenly shut. Same vibe today: calm charts hidden credit blind faith in liquidity always returns. Buffett said it best: Only when the tide goes out 🚨 $ASIX $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-plus-wednesday-november-1ff https://cundilldeepvalue.substack.com/p/fragments-daily-plus-wednesday-november-1ff"  
[X Link](https://x.com/FragmentsValue/status/1993621501636202613)  2025-11-26T10:03Z [---] followers, [--] engagements


"🚨 NEW DEEP VALUE REPORT 🚨 Most people see $ASIX as a small cyclical chemical name. Solas Capital @solascapital1 quietly made it a top position (6% of their portfolio) and the company is now pulling real cash out of 45Q while the market prices it below conservative rebuild cost. If you hunt for true deep value youll want this one on your radar 👇 $ASIX $QQQ $PK $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP $HON $CE $EMN $HUN $DOW $LYB $OLN $WLK $CF $MOS $NTR https://cundilldeepvalue.substack.com/p/deep-value-report-advansix-asix-buying"  
[X Link](https://x.com/FragmentsValue/status/1994443417582268527)  2025-11-28T16:29Z [---] followers, [---] engagements


"🚨 NEW DEEP VALUE REPORT 🚨 If you missed it this morning: We mapped $ASIX like an operator assets tax covenants downside floor buyout math. Left tail: scrap-value floor. Right tail: a tax-advantaged chemical system that could be worth [--] todays price if mid-cycle returns show up. 📈 DEEP VALUE REPORT AdvanSix (ASIX) Read before the crowd catches the 45Q story 👇 $ASIX $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP $HON $CE $EMN $HUN $DOW $LYB $OLN $WLK $CF $MOS $NTR"  
[X Link](https://x.com/FragmentsValue/status/1994557167261597953)  2025-11-29T00:01Z [---] followers, [---] engagements


"DEEP VALUE REPORT OCTAVE SPECIALTY GROUP ( $OSG ) (ex- $AMBC) Updated When the CEO the chairman Michael Price and deep-value shops like Tontine Third Avenue and Repertoire are all writing 6-figure checks into the same name You can ignore the story but remember: they have more to lose than we do as small investors. Deep dive on $OSG (ex-$AMBC) HERE: 🧱📊 $MTG $RDNR $AGO $NMIH $EIG $STC $TIPT $ITIC $QQQ $NVDA $TSLA https://cundilldeepvalue.substack.com/p/deep-value-report-octave-specialty https://twitter.com/i/web/status/1996591068637188408"  
[X Link](https://x.com/FragmentsValue/status/1996591068637188408)  2025-12-04T14:43Z [---] followers, [---] engagements


"READ THE ECONOMY 📡 13D/13G/poison pills = real money moving before the storyline. This weeks cast: AutoNation Saba Sprott Janus. Control value drifting away from quote. Here: $TRUE $AN $HFRO $PW $HYMC $NEXT $CAN $FRGE $IMUX $MNRO $DND $TPST #13D #13G https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce"  
[X Link](https://x.com/FragmentsValue/status/2000629680412721194)  2025-12-15T18:11Z [---] followers, [---] engagements


"DEEP VALUE REPORT $AMPY This is not a multiple expansion story. Its a waterfall: PV-10 debt ARO whatevers left for common. Assets are visible. The fight is capture. Full operator file is live. $SPY $QQQ $TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $NFLX $PLTR $AMD $INTC $COIN $GME $AMC $RIVN $NIO $BABA $TSM $XOM $CVX $OXY $COP $AMPY https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy"  
[X Link](https://x.com/FragmentsValue/status/2011031218901696520)  2026-01-13T11:03Z [---] followers, [--] engagements


"DEEP VALUE REPORT Amplify Energy NYSE: $AMPY Not a growth story. A whats left after the bills story. I break it down in plain words: what the assets are worth per share what AMPY owes (debt + cleanup costs) how cash flow is protected (hedges) what it costs to run the wells (operating costs) what the stock looks like in bad / normal / good conditions No hype. Just the math in order. $SPY $QQQ $TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $NFLX $PLTR $AMD $INTC $COIN $GME $AMC $RIVN $NIO $BABA $TSM $XOM $CVX $OXY $COP $AMPY https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy"  
[X Link](https://x.com/FragmentsValue/status/2011066445824774235)  2026-01-13T13:22Z [---] followers, [--] engagements


"DEEP VALUE REPORT $AMPY $AMPY trades like the market thinks ARO eats the equity. So we did the only work that matters: per-share asset map debt gravity ARO gravity hedges and operator unit economics. If the base holds the residual is real. If it doesnt its just a chart. $SPY $QQQ $TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $NFLX $PLTR $AMD $INTC $COIN $GME $AMC $RIVN $NIO $BABA $TSM $XOM $CVX $OXY $COP $AMPY https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy"  
[X Link](https://x.com/FragmentsValue/status/2011080040834842818)  2026-01-13T14:17Z [---] followers, [---] engagements


"DEEP VALUE REPORT $AMPY Most cheap E&Ps die on two things: decline + cleanup bill timing. $AMPY is a clean case study: mature assets real liabilities real operator levers. No vibes. Just claims in order. Read it like a credit analyst then decide if common is mispriced. $SPY $QQQ $TSLA $NVDA $AAPL $MSFT $AMZN $META $GOOGL $NFLX $PLTR $AMD $INTC $COIN $GME $AMC $RIVN $NIO $BABA $TSM $XOM $CVX $OXY $COP $AMPY https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy https://cundilldeepvalue.substack.com/p/deep-value-report-amplify-energy"  
[X Link](https://x.com/FragmentsValue/status/2011131881807626296)  2026-01-13T17:43Z [---] followers, [---] engagements


"DEEP VALUE REPORT UPDATED $ASIX. Integrated U.S. chemicals at a price that assumes the cycle never normalizes. This report prices the business the way Cundill would: assets per share replacement-cost bands and the balance-sheet runway. The question isnt sentiment. Its survivability. $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $BRK.B $JPM $BAC $GS $XOM $CVX $OXY $DOW $LYB $CF $MOS $NTR $NUE $CLF $FCX $CAT $DE $UPS $FDX $SPY $QQQ $IWM $ASIX https://cundilldeepvalue.substack.com/p/deep-value-report-updated-advansix https://twitter.com/i/web/status/2012118382796263753"  
[X Link](https://x.com/FragmentsValue/status/2012118382796263753)  2026-01-16T11:03Z [---] followers, [---] engagements


"$ASIX is a balance-sheet and cash-conversion story disguised as a commodity chart. We focus on what actually drives outcomes: working capital pricing lag uptime and covenant headroomthen we frame Bear/Base/Bull with explicit ranges. Bill Miller style: when the market extrapolates weakness quantify the asset. $AAPL $MSFT $NVDA $AMZN $META $GOOGL $NFLX $AMD $AVGO $INTC $ORCL $CRM $JPM $BAC $GS $XOM $CVX $OXY $DOW $LYB $CF $MOS $NTR $NUE $CLF $FCX $SPY $QQQ $IWM $ASIX https://cundilldeepvalue.substack.com/p/deep-value-report-updated-advansix"  
[X Link](https://x.com/FragmentsValue/status/2012223072011702377)  2026-01-16T17:59Z [---] followers, [---] engagements


"Deep Value Report (Updated) on $RLJ. $RLJ at this price is a question: who owns the outcome the assets or the stack I mapped the footprint priced it in todays dollars then walked the claims above common. $RLJ $HST $PK $APLE $PEB $RHP $DRH $SHO $INN $MAR $HLT $IHG $H $BKNG $ABNB $EXPE $LYFT $UBER $JPM $GS $MS $BAC $WFC $V $MA $SPY $QQQ $IWM $TLT #DeepValue #Lodging #Credit #FRAGMENTS https://twitter.com/i/web/status/2016151960731209903 https://cundilldeepvalue.substack.com/p/deep-value-report-rlj-lodging-trust https://twitter.com/i/web/status/2016151960731209903"  
[X Link](https://x.com/FragmentsValue/status/2016151960731209903)  2026-01-27T14:11Z [---] followers, [--] engagements


"Orion Properties $ONL Permission Required. This wasnt a buyout story. It was a control story: time + debt + permission. May [--] [----] is the clock that matters. $ONL $SPY $QQQ $IWM $DIA $TSLA $AAPL $MSFT $NVDA $AMZN $META $GOOGL $NFLX $AMD $INTC $JPM $BAC $GS $MS $C $WFC $XOM $CVX $PFE $UNH $ABBV $JNJ $T $VZ $PLTR $CRM https://cundilldeepvalue.substack.com/p/orion-properties-onl-permission-required https://cundilldeepvalue.substack.com/p/orion-properties-onl-permission-required"  
[X Link](https://x.com/FragmentsValue/status/2016300942279246059)  2026-01-28T00:03Z [---] followers, [---] engagements


"WHOS NEXT Paramount. Paramount wasnt a normal auction. It was a controlled exit inside a regulated box with a clock the market didnt control. WHOS NEXT breaks down the mechanism not the narrative. $PSKY $PARA $SONY $APO $MSFT $META $NVDA $MU $TSLA $NOW $UNH $SAP $AMZN $PLTR $ASML $AAPL $AVGO $AMD $SNDK $NFLX $IREN $INTC $GOOGL $ORCL $CVNA $VTIX $MP $BCRX $LMT $JOBY $SPY $QQQ $DIA $GME $AMC $COIN $MSTR $ADBE $SMCI https://twitter.com/i/web/status/2017061956369207609 https://cundilldeepvalue.substack.com/p/whos-next-series-paramount-global https://twitter.com/i/web/status/2017061956369207609"  
[X Link](https://x.com/FragmentsValue/status/2017061956369207609)  2026-01-30T02:27Z [---] followers, [---] engagements


"New Deep Value Report PEB. Its a capital structure review: who holds the debt what matures when liquidity buybacks preferred and the risk points that matter. $PEB $RLJ $INN $HPP $XIFR $AHT $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA $JPM $BAC $XOM $CVX $BRK.B $V $MA $UNH $LLY $AVGO $AMD $NFLX $COST $WMT $ORCL $CRM $INTC https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel"  
[X Link](https://x.com/FragmentsValue/status/2017241640562246083)  2026-01-30T14:21Z [---] followers, [--] engagements


"WHOS NEXT Paramount. $PARA If you read Paramount as who offered more you missed the file. This episode is about control closability and why the deal you saw was the one that could actually clear. $MSFT $META $NVDA $MU $TSLA $NOW $UNH $SAP $AMZN $PLTR $ASML $AAPL $AVGO $AMD $SNDK $NFLX $IREN $INTC $GOOGL $ORCL $CVNA $VTIX $MP $BCRX $LMT $JOBY $SPY $QQQ $DIA $GME $AMC $COIN $MSTR $ADBE $SMCI https://twitter.com/i/web/status/2017283919360758024 https://cundilldeepvalue.substack.com/p/whos-next-series-paramount-global https://twitter.com/i/web/status/2017283919360758024"  
[X Link](https://x.com/FragmentsValue/status/2017283919360758024)  2026-01-30T17:09Z [---] followers, [---] engagements


"Deep Value Report on Pebblebrook Hotel Trust (PEB) is out. Last quarter reviewed. Debt ladder mapped. Management actions documented. Bear / Base / Bull framed around the balance sheet. $PEB $RLJ $INN $HPP $XIFR $CMTG $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA $JPM $BAC $XOM $CVX $BRK.B $V $MA $UNH $LLY $AVGO $AMD $NFLX $COST $WMT $ORCL $CRM $INTC https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel https://cundilldeepvalue.substack.com/p/deep-value-report-pebblebrook-hotel"  
[X Link](https://x.com/FragmentsValue/status/2017284926182142438)  2026-01-30T17:13Z [---] followers, [--] engagements


"Deep Value Report $BHM $BHM trades like a tiny illiquid stock with random assets. Thats the mistake. This is a structure file: rent engine + contractual-return engine + a debt clock + incentive design. If value isnt leaking small floats dont stay mispriced forever. Per-share proof decides everything. $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $AMD $INTC $NFLX $BRK.B $JPM $BAC $GS $MS $WFC $C $XOM $CVX $COP $O $PLD $AMT $CCI $SPG $VNQ $IYR $SCHD $QQQ $BXP $VNO $SLG $HIW $KRC $ARE #DeepValue #REITs #CreditCycle #PerShare #FRAGMENTS"  
[X Link](https://x.com/FragmentsValue/status/2018733974047412522)  2026-02-03T17:11Z [---] followers, [--] engagements


"Deep Value Report $BHM Most investors keep asking: Is $BHM cheap vs NAV Wrong question. The right one is boring and lethal if ignored: What cash is real what assets are controlled what claims sit ahead of you and whats left per Class A share after the clock. Thats where mispricing lives. $PLTR $SNAP $SOFI $GME $AMC $BB $COIN $MSTR $MARA $RIOT https://cundilldeepvalue.substack.com/p/deep-value-report-bluerock-homes https://cundilldeepvalue.substack.com/p/deep-value-report-bluerock-homes"  
[X Link](https://x.com/FragmentsValue/status/2019452493994791355)  2026-02-05T16:46Z [---] followers, [--] engagements


"$UFI Deep Value ConfirmedNot Discovered. Ive already published a Deep Value Report on Unifi Inc. This latest conference call didnt change the thesis it validated the setup. The key point isnt that UFI suddenly looks better. It doesnt. The key point is that management sounded like a team that understands what the market is missing and is actively looking for ways to increase shareholder value beyond a quarter-to-quarter operating recovery. The language matters. When a cyclical asset-heavy industrial company starts framing decisions through strategic avenues its a signal that the board is"  
[X Link](https://x.com/FragmentsValue/status/2019457236792222004)  2026-02-05T17:04Z [---] followers, [--] engagements


"$UFI is openly talking about strategic options. Not hype the setup is getting cleaner: asset sale debt down footprint leaner $20M annual savings flagged. Thats the kind of profile a strategic buyer can actually underwrite. $UFI #deepvalue #specialsituations #MNA https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague"  
[X Link](https://x.com/FragmentsValue/status/2019571995944353801)  2026-02-06T00:41Z [---] followers, [--] engagements


"Not buyout rumors. This is the operator read: $UFI is making itself easier to finance and easier to integrate and management is clearly looking at strategic paths. If youve read Howard Marks or Buffett letters you know this pattern: balance sheet first options second. $UFI #deepvalue #stocks https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague"  
[X Link](https://x.com/FragmentsValue/status/2019758223763599725)  2026-02-06T13:01Z [---] followers, [--] engagements


"Not buyout rumors. This is the operator read: $UFI is making itself easier to finance and easier to integrate and management is clearly looking at strategic paths. If youve read Howard Marks or Buffett letters you know this pattern: balance sheet first options second"  
[X Link](https://x.com/FragmentsValue/status/2019771618365423798)  2026-02-06T13:54Z [---] followers, [--] engagements


"http://cundilldeepvalue.substack.com/p/ceo-founder-series-joe-mansueto http://cundilldeepvalue.substack.com/p/ceo-founder-series-joe-mansueto"  
[X Link](https://x.com/FragmentsValue/status/2019781131206361241)  2026-02-06T14:32Z [---] followers, [--] engagements


"Orion Properties $ONL Buyout offer The clean question for ONL is not who named a price. Its who controls the debtand what terms do they demand before May [----]. Link in the bio. If you want the simple mechanics version its here:"  
[X Link](https://x.com/FragmentsValue/status/2019783711261159671)  2026-02-06T14:42Z [---] followers, [--] engagements


"https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week"  
[X Link](https://x.com/FragmentsValue/status/2020115310158725605)  2026-02-07T12:39Z [---] followers, [--] engagements


"$AAPL $TSLA $NVDA $MSFT $AMZN $META $GOOGL $NFLX $AMD $GME"  
[X Link](https://x.com/FragmentsValue/status/2020116120359903414)  2026-02-07T12:43Z [---] followers, [---] engagements


"Read it like an operator not a trader. Start with Investor Tape: what Griffin Peltz Harris actually warned about. Then CEO Media: how real companies talk about tariffs margins delays. Then What CEOs Wrote: the scoreboards that can be graded later. Full piece in bio This isnt about calling the market. Its about understanding how capital tightens quietly. $META #FRAGMENTS https://twitter.com/i/web/status/2020136214033277252 https://twitter.com/i/web/status/2020136214033277252"  
[X Link](https://x.com/FragmentsValue/status/2020136214033277252)  2026-02-07T14:03Z [---] followers, [--] engagements


"https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-weekr=1fqo4l https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-weekr=1fqo4l"  
[X Link](https://x.com/FragmentsValue/status/2020137877053616480)  2026-02-07T14:09Z [---] followers, [--] engagements


"$CAW $WLFI $RELX $ALMU $PLSE $GHOST $LIT $HD $CSCO $UA"  
[X Link](https://x.com/FragmentsValue/status/2020138492957745311)  2026-02-07T14:12Z [---] followers, [---] engagements


"Markets sell narratives. This series ignores them. Ken Griffin Jon Gray Nelson Peltz Josh Harris Josh Wolfe all on record. We focus on documents and words that age badly if theyre wrong: shareholder letters earnings decks public CEO interviews investor remarks with names attached This week showed something important: tariffs became operating costs AI became a risk variable liquidity became a trust issue. Full piece in bio That shift shows up first in what people write. $TSLA https://twitter.com/i/web/status/2020151313724518854 https://twitter.com/i/web/status/2020151313724518854"  
[X Link](https://x.com/FragmentsValue/status/2020151313724518854)  2026-02-07T15:03Z [---] followers, [--] engagements


"$TSLA $BTC $NVDA $META $L $DIS $GOOGL $ARKK $DPZ $ROKU"  
[X Link](https://x.com/FragmentsValue/status/2020186662962069909)  2026-02-07T17:23Z [---] followers, [--] engagements


"Super Bowl day is the cleanest window to see the sports-betting machine in the open: acquisition promos variance retention. DraftKings is the public case file. Full piece in bio Read the system not the score. $DKNG #SuperBowl"  
[X Link](https://x.com/FragmentsValue/status/2020498601709805751)  2026-02-08T14:03Z [---] followers, [---] engagements


"$AAPL $TSLA $NVDA $MSFT $AMZN $META $GOOGL $NFLX $AMD $GME"  
[X Link](https://x.com/FragmentsValue/status/2020502882462974190)  2026-02-08T14:20Z [---] followers, [--] engagements


"This isnt a Super Bowl hype post. Its a structural note. Sports betting is now a distribution business: attention gets converted into installs deposits promos and repeat behavior. The game is just the loudest moment of the year where you can see the whole machine running in the open. DraftKings is the clean public case file for that shift. Not because its good or bad. Because it shows what happens when an old cash-flow model removes its last source of friction and moves onto the phone. Link in bio. $DKNG #FRAGMENTS"  
[X Link](https://x.com/FragmentsValue/status/2020611344312189114)  2026-02-08T21:31Z [---] followers, [--] engagements


"$MSFT $NVDA $AMZN $PLTR $AMD $MU $AAPL $AVGO $META $NOW"  
[X Link](https://x.com/FragmentsValue/status/2020613083136172157)  2026-02-08T21:37Z [---] followers, [--] engagements


"$RJET is not a regional headline. Its an ownership + contract situation. American 20.8%. United 22.3%. Delta 14.4%. When customers sit on the ownership list every contract reset and performance clause hits differently. Tomorrow: full Deep Value Report on RJET. Link in bio. #FRAGMENTS"  
[X Link](https://x.com/FragmentsValue/status/2020855453198983570)  2026-02-09T13:41Z [---] followers, [--] engagements


"$DAL $UAL $GME $NVDA $AAPL $TSLA $NFLX $AAL"  
[X Link](https://x.com/FragmentsValue/status/2020857496034771448)  2026-02-09T13:49Z [---] followers, [---] engagements


"https://cundilldeepvalue.substack.com/p/fragments-the-regional-supplier-that https://cundilldeepvalue.substack.com/p/fragments-the-regional-supplier-that"  
[X Link](https://x.com/FragmentsValue/status/2020902552288563561)  2026-02-09T16:48Z [---] followers, [--] engagements


"$DAL $UAL $GME $NVDA $AAPL $TSLA $NFLX $AAL"  
[X Link](https://x.com/FragmentsValue/status/2020902639081230815)  2026-02-09T16:48Z [---] followers, [---] engagements


"Deep Value Report on Republic Airways $RJET -RJET is a per-share balance sheet story. -Pro-forma equity is high-$20s per share. -The stock has been in the high-teens. The work is simple: price the assets list the claims then ask one question: can ops + refi stay under control Link for the Deep Value Report in bio #fragments https://twitter.com/i/web/status/2021220357194276902 https://twitter.com/i/web/status/2021220357194276902"  
[X Link](https://x.com/FragmentsValue/status/2021220357194276902)  2026-02-10T13:51Z [---] followers, [--] engagements


"Deep Value Report on Republic Airways $RJET Three things drive RJET: -CPA terms (rates penalties utilization) -Reliability (completion factor / crew / maintenance) -The debt/refi calendar We mapped whats knowable today and what needs proof next in filings/calls. Link for the Deep Value Report in bio #fragments https://twitter.com/i/web/status/2021269682440024469 https://twitter.com/i/web/status/2021269682440024469"  
[X Link](https://x.com/FragmentsValue/status/2021269682440024469)  2026-02-10T17:07Z [---] followers, [--] engagements


"$CPRX $SMCI $CELH $DGII $MEDP $GMAB $HRMY $LSCC $GOOGL $AMD"  
[X Link](https://x.com/FragmentsValue/status/2021287104748093905)  2026-02-10T18:16Z [---] followers, [---] engagements


"Fund Manager Series Bruce Berkowitz (Fairholme). This article explains how his fund is built today: one very large position a few smaller ones to steady the fund and a lot of patience. Thats it. No theory. Link in bio. $TSLA"  
[X Link](https://x.com/FragmentsValue/status/2021540467071176835)  2026-02-11T11:03Z [---] followers, [--] engagements


"$UFI is back on our radar. Now management is talking about strategic options (merger) and that matters only when the balance sheet stops being the excuse. UFI stays deep value because this isnt about a perfect quarter. Its about a business becoming harder to break and the list of possible outcomes getting wider. Link for the full report in the bio. https://twitter.com/i/web/status/2021590143304392981 https://twitter.com/i/web/status/2021590143304392981"  
[X Link](https://x.com/FragmentsValue/status/2021590143304392981)  2026-02-11T14:20Z [---] followers, [--] engagements


"Deep Value Report on Bluerock Homes Trust $BHM BHM looks like a tiny illiquid REIT with random assets if you skim it. The report forces the only question that matters: what does the company control what sits ahead of you in the stack and what is actually left for the Class A common per share. We start with the balance sheet then map the footprint (consolidated doors + the preferred equity book) then run it through the clock and the structure reality (NCI / UPREIT / external management). The goal is simple: separate what exists from who owns it. Link in bio."  
[X Link](https://x.com/FragmentsValue/status/2021685203777867797)  2026-02-11T20:38Z [---] followers, [--] engagements


"Fund Manager Series Bruce Berkowitz (Fairholme). This is not about copying trades. Its about understanding what really happens when a fund puts most of its money into one idea. When it worksand when it gets uncomfortable. Link in bio. $GME"  
[X Link](https://x.com/FragmentsValue/status/2021699514285936931)  2026-02-11T21:35Z [---] followers, [---] engagements


"New DEEP VALUE REPORT is out: $SGA (Saga Communications). This isnt a radio comeback piece. Its an ownership file on a small U.S. radio operator with real liquidity and a balance sheet the market doesnt trust (FCC licenses). We focus on one thing: per-share decisions what management can do what would prove it and what breaks it. Link in the bio. https://twitter.com/i/web/status/2021902855259472314 https://twitter.com/i/web/status/2021902855259472314"  
[X Link](https://x.com/FragmentsValue/status/2021902855259472314)  2026-02-12T11:03Z [---] followers, [--] engagements


"SHADOW BUILDER SERIES. Authentic Brands Group (ABG). They dont buy factories. They buy logo rights then rent the name back to the market through contracts: categories territories standards renewals minimum guarantees royalties. This is what asset-light actually means. $TSLA https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-authentic https://cundilldeepvalue.substack.com/p/fragments-shadow-builder-authentic"  
[X Link](https://x.com/FragmentsValue/status/2022265494502326417)  2026-02-13T11:04Z [---] followers, [--] engagements


"https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week-741 https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week-741"  
[X Link](https://x.com/FragmentsValue/status/2022727655771246733)  2026-02-14T17:40Z [---] followers, [--] engagements


"$SSP $GTN $PARA $DIS $NFLX"  
[X Link](https://x.com/FragmentsValue/status/2022314381317411283)  2026-02-13T14:18Z [---] followers, [--] engagements


"Last call: todays single proof next stack is loaded $CABO $HPP $CLW $LAND $GTE each with a dated next check. Plus our Decision Line status into tomorrow. John Malone-style lesson in History Rhymes (build the pipe price follows). Doors close tonight. 🚪📊 $AOUT $KSS $WMT $QQQ $GLD $TGNA $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-plus-thursday-november https://cundilldeepvalue.substack.com/p/fragments-daily-plus-thursday-november"  
[X Link](https://x.com/FragmentsValue/status/1989017162435244294)  2025-11-13T17:07Z [---] followers, [---] engagements


"FRAGMENTS Clearwater Paper Updated Deep Value Report Clearwater Paper is trading at 0.350.4 book and [---] sales after selling tissue for $1.06B and bolting on Augusta. 🧱📦 In todays Deep Value Report (Part 2) we map the new $CLW: asset base balance sheet survival math and what just OK margins are worth. 🔗 HERE: $CLW $MERC $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/clearwater-paper-2025-updated-deep https://twitter.com/i/web/status/1991492473428881735"  
[X Link](https://x.com/FragmentsValue/status/1991492473428881735)  2025-11-20T13:03Z [---] followers, [---] engagements


"FRAGMENTS Clearwater Paper Updated Deep Value Report Insiders long in the high-teens to mid-$20s. A net-net shop (Peapod Lane Capital) with 3.07% of its portfolio in $CLW. 🧠 When the people writing the cheques treat a small-cap like a balance-sheet asymmetry I pay attention. New on FRAGMENTS: Deep Value Report Part [--] Clearwater Paper ($CLW) 👇 $CLW $MERC $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/clearwater-paper-2025-updated-deep"  
[X Link](https://x.com/FragmentsValue/status/1991545070550450601)  2025-11-20T16:32Z [---] followers, [---] engagements


"DEEP VALUE REPORT OCTAVE SPECIALTY GROUP ( $OSG ) (ex- $AMBC) Updated Specialty platforms like $RYAN and $BRO trade at [--] book. $OSG Cleaned up the ghost of Ambac A- rated carrier + MGA platform + health benefits leg Still stuck around [---] book In today's Deep Value Report I break down Bear / Base and Bull cases. If you like mispricings Cundill Marks or Zell would read twice this ones for you. 🔍📈 HERE: $QQQ $NVDA $TSLA $CB $HIG $WRB $ALL $RE $RGA $PGR $AIZ $TRV $CNA $HCI https://cundilldeepvalue.substack.com/p/deep-value-report-octave-specialty"  
[X Link](https://x.com/FragmentsValue/status/1996732123429196283)  2025-12-05T00:03Z [---] followers, [--] engagements


"Deep Value Report $CMTG 🧾🏢 This isnt cheap vs book. Its a credit workout + balance-sheet repair where the market still prices a forced ending. We rebuilt the book value step-down mapped problem assets and priced the equity in bear/base/bull no hero assumptions. If you like real underwriting (not vibes) dont miss this. 🔍 $CMTG $SPY $QQQ $IWM $DIA $TLT $HYG $LQD $XLF $XLRE $VNQ $SCHH $RITM $ABR $NLY $AGNC $BXMT $KREF $ARI $LADR $PMT $TRTX $STWD $WD $AFCG $HPP $VNO $BXP $SLG $KIM #DeepValue #Credit #CRE #REITs #SpecialSituations #FRAGMENTS"  
[X Link](https://x.com/FragmentsValue/status/2007044952744939995)  2026-01-02T11:03Z [---] followers, [---] engagements


"Howard Marks has a line: in credit the risk isnt volatility its permanent loss. 🧠 $CMTG is that kind of tape: Q2 was the gut-punch Q3 was near-flat liquidity + term-loan path decide the ending insiders buying = market pricing too much bad outcome Below the fold = receipts. 🧾 $CMTG $JPM $GS $MS $BLK $KKR $ARES $APO $BX $OAK $RITM $NLY $AGNC $BXMT $KREF $ARI $LADR $TRTX $STWD $VICI $PLD $AMT $EQIX $DLR $BAM $BN $BRK.B $TSLA $NVDA $AAPL $META #ValueInvesting #Distressed #CreditCycle #RiskManagement #FRAGMENTS https://cundilldeepvalue.substack.com/p/claros-mortgage-trust-nyse-cmtg-deep-ddd"  
[X Link](https://x.com/FragmentsValue/status/2007098807100883060)  2026-01-02T14:37Z [---] followers, [---] engagements


"When a small industrial $UFI de-risks the balance sheet and starts weighing strategic options you ask one question: who could run this footprint better and what would they pay I mapped the buyer logic (Indorama / Far Eastern New Century / Nan Ya / Toray) + the deal math. $UFI #valueinvesting #microcaps https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague https://cundilldeepvalue.substack.com/p/ufi-strategic-avenues-isnt-vague"  
[X Link](https://x.com/FragmentsValue/status/2019599678137110864)  2026-02-06T02:31Z [---] followers, [--] engagements


"DEEP VALUE REPORT Hurco Companies $HURC HURC isnt being priced like a solvent net-cash industrial with a real working-capital base its being priced like small cyclical losing money move on. This report forces the file per share: cash receivables inventory haircuts then Bear/Base/Bull bands. No romance. One question drives the whole thing: does the asset floor stay alive long enough to matter The link for the report is in the bio. https://twitter.com/i/web/status/2021585920189780195 https://twitter.com/i/web/status/2021585920189780195"  
[X Link](https://x.com/FragmentsValue/status/2021585920189780195)  2026-02-11T14:03Z [---] followers, [--] engagements


"Just published: my new Deep Value Report. This one is not a do you like the macro pitch. Its a per-share asset file built from the balance sheet first then stress-tested through the cycle. The market is treating $HURC like a small cyclical that loses money so nothing matters. The report treats it like what it is: an asset-heavy industrial where the only question is what the asset floor is worth per share while the cycle is ugly and what would confirm or kill that floor. If you care about asset floors inventory realism insider alignment and disciplined Bear/Base/Bull cases. Link in reply"  
[X Link](https://x.com/FragmentsValue/status/2022372800875446571)  2026-02-13T18:10Z [---] followers, [--] engagements


"What the fund managers were really saying this week: Lynch = back to business basics. Ackman = size money still wants cash machines (AI is upside not the whole case). Dalio = rulebook risk makes capital demand more protection. The common thread: process + durability Link in reply https://twitter.com/i/web/status/2022670915340017934 https://twitter.com/i/web/status/2022670915340017934"  
[X Link](https://x.com/FragmentsValue/status/2022670915340017934)  2026-02-14T13:55Z [---] followers, [--] engagements


"https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week-741 https://cundilldeepvalue.substack.com/p/what-they-wrote-and-said-this-week-741"  
[X Link](https://x.com/FragmentsValue/status/2022686615160701323)  2026-02-14T14:57Z [---] followers, [--] engagements


"I wrote a weekly piece that does one thing: turns the noise into basic money math. Feb [---] was simple: costs moved and the system is deciding who pays. So I tracked three inputs only: 1-what fund managers said in public media 2-what CEOs said in public media 3-what CEOs put in writing (letters + filings) No predictions just whats on record. Link in reply. https://twitter.com/i/web/status/2022723511798903090 https://twitter.com/i/web/status/2022723511798903090"  
[X Link](https://x.com/FragmentsValue/status/2022723511798903090)  2026-02-14T17:24Z [---] followers, [--] engagements


"$NVDA $TSLA $GME"  
[X Link](https://x.com/FragmentsValue/status/2022727807982338510)  2026-02-14T17:41Z [---] followers, [---] engagements


"$NVDA $TSLA $GME"  
[X Link](https://x.com/FragmentsValue/status/2022727846993760447)  2026-02-14T17:41Z [---] followers, [---] engagements


"Masayoshi Son saw a $47B dream. Buffett wouldve waited. Cundill wouldve smiled. Zell wouldve bid $0.20 on the dollar. The trap wasnt WeWork. It was human nature. 🧠 Investor Traps Episode 1: The Sunk Cost Mirage 👉 Read $CABO $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META $CNC $UNH $ONL https://cundilldeepvalue.substack.com/p/fragments-investor-traps-the-sunk https://twitter.com/i/web/status/1983504339005063556 https://cundilldeepvalue.substack.com/p/fragments-investor-traps-the-sunk https://cundilldeepvalue.substack.com/p/fragments-investor-traps-the-sunk"  
[X Link](https://x.com/FragmentsValue/status/1983504339005063556)  2025-10-29T12:01Z [---] followers, [---] engagements


"Buffett waited. Marks wrote memos. Zell danced on graves. Masayoshi Son wrote checks. The first Investor Trap drops today. 👉 FRAGMENTS The Sunk Cost Mirage $CABO $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META $CNC $UNH $ONL https://cundilldeepvalue.substack.com/p/fragments-investor-traps-the-sunk https://cundilldeepvalue.substack.com/p/fragments-investor-traps-the-sunk https://cundilldeepvalue.substack.com/p/fragments-investor-traps-the-sunk https://cundilldeepvalue.substack.com/p/fragments-investor-traps-the-sunk"  
[X Link](https://x.com/FragmentsValue/status/1983640232588152961)  2025-10-29T21:01Z [---] followers, [---] engagements


"🚨 Before the bell: credit calm curve waking up. Peter Lynch says know what you own. Todays Daily LITE shows where that matters$GTN $CABO $CNC $TAP. Join 100+ readers before the cockpit unlocks. 👉 Read: $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c"  
[X Link](https://x.com/FragmentsValue/status/1983821929929646170)  2025-10-30T09:03Z [---] followers, [---] engagements


"LIVE ✅ FRAGMENTS Daily LITE (Oct 30) Credit calm curve lifting in plain English [--] Prove-It Triggers for today Free Today: Thorndikes The Outsiders (capital allocation storytelling) Featuring $GTN $CABO $CNC $TAP HERE: $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c"  
[X Link](https://x.com/FragmentsValue/status/1983878300968874007)  2025-10-30T12:47Z [---] followers, [---] engagements


"If you only read one thing at lunch: this is it. Lynch discipline + Thorndike playbook where rerating starts first: $GTN election flow $CABO footprint $CNC reset $TAP deep value. 🟡 Daily LITE is free today $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c https://cundilldeepvalue.substack.com/p/fragments-daily-lite-thursday-october-d6c"  
[X Link](https://x.com/FragmentsValue/status/1983934672758333528)  2025-10-30T16:31Z [---] followers, [---] engagements


"Deep Value Report AMC Networks Inc $AMCX Mega-caps get the headlines but asymmetry lives in small messy content libraries that still throw cash. Our full map on AMCX is live. 📉 $AMCX $PARA $WBD $LGF.B $GTN $NXST $EVC $CURI $STGW $FOXA $NWSA $META $GOOGL $TTD $RBLX $SPOT $ROKU $NFLX $DIS $CMCSA https://cundilldeepvalue.substack.com/p/deep-value-report-amc-networks-amcx https://twitter.com/i/web/status/1997002783657263508 https://cundilldeepvalue.substack.com/p/deep-value-report-amc-networks-amcx https://cundilldeepvalue.substack.com/p/deep-value-report-amc-networks-amcx"  
[X Link](https://x.com/FragmentsValue/status/1997002783657263508)  2025-12-05T17:59Z [---] followers, [---] engagements


"READ THE ECONOMY 📡 13D/13G/poison pills = real money moving before the storyline. This weeks cast: AutoNation Saba Sprott Janus. Control value drifting away from quote. $TRUE $AN $HFRO $PW $HYMC $NEXT $CAN $FRGE $IMUX $MNRO $DND $TPST #13D #13G https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce https://cundilldeepvalue.substack.com/p/read-the-economy-what-13d-13g-and-5ce"  
[X Link](https://x.com/FragmentsValue/status/2000521970795118817)  2025-12-15T11:03Z [---] followers, [---] engagements


"🚨 New Deep Value Report (Updated Q3) Cable One $CABO Wall Street says cable is dead. Were reading the receipts: churn leverage cash time. This isnt a story stock. Its a network cash machine priced like a leak. 📡🧾 $CABO $CMCSA $CHTR $T $VZ $TMUS $LUMN $FYBR $ATUS $IRDM $MSFT $AAPL $AMZN $GOOGL $META $NFLX $DIS $NVDA $TSLA $SPY #DeepValue #Cable #Broadband #ValueInvesting #Markets #FRAGMENTS https://cundilldeepvalue.substack.com/p/deep-value-report-updated-cable-one https://cundilldeepvalue.substack.com/p/deep-value-report-updated-cable-one"  
[X Link](https://x.com/FragmentsValue/status/2004145849652121998)  2025-12-25T11:03Z [---] followers, [--] engagements


"The real question on $CABO isnt is cable hated Its: does the clock beat the plan or does the plan beat the clock We mapped: debt roll-down liquidity runway and the private value comp logic (yes the one buyers still pay for when the tape panics). $CABO $CHTR $CMCSA $WBD $PARA $DISH $VZ $TMUS $SPY $QQQ $NVDA $TSLA $AAPL $AMZN $META $MSFT $GOOGL $BRK.B $JPM $GS $UNH $XOM $CVX $LMT $LLY $AVGO $ADBE $ASML https://cundilldeepvalue.substack.com/p/deep-value-report-updated-cable-one https://cundilldeepvalue.substack.com/p/deep-value-report-updated-cable-one"  
[X Link](https://x.com/FragmentsValue/status/2004228393412256220)  2025-12-25T16:31Z [---] followers, [--] engagements


"Name-dropping time (because the market is a committee): When cable gets thrown in the uninvestable bin thats usually when the best work starts. Our $CABO Updated Report is built like an operator memo: what must be true what breaks it what unlocks it 🧠🔧 $CABO $CHTR $CMCSA $TMUS $VZ $T $LUMN $SPY $QQQ $NVDA $TSLA $AAPL $AMZN $META $MSFT $GOOGL $BRK.B $JPM $GS $UNH $XOM $CVX $LMT $LLY $AVGO $ADBE $ASML #DeepValue #Value #Broadband #Risk #CashFlow #FRAGMENTS https://cundilldeepvalue.substack.com/p/deep-value-report-updated-cable-one"  
[X Link](https://x.com/FragmentsValue/status/2004341639800611130)  2025-12-26T00:01Z [---] followers, [--] engagements


"FRAGMENTS CEO SERIES TOM GAYNER The most expensive risk is the one you didnt take. This isnt a biography. Its his decision filter. Link: $BRK.B $MKL $AAPL $MSFT $NVDA $AMZN $GOOGL $META $JPM $GS $MS $BAC $WFC $XOM $CVX $UNH $LLY $COST $AVGO #ValueInvesting #Markets #FRAGMENTS https://cundilldeepvalue.substack.com/p/ceo-series-tom-gayner-the-most-expensive https://cundilldeepvalue.substack.com/p/ceo-series-tom-gayner-the-most-expensive"  
[X Link](https://x.com/FragmentsValue/status/2006154082403385780)  2025-12-31T00:03Z [---] followers, [---] engagements


"FRAGMENTS CEO SERIES TOM GAYNER Omission is the cleanest mistake. No memo. No scar. Just a decade gone. Tonight: how Gayner fights that trap. Link: $BRK.B $MKL $AAPL $MSFT $NVDA $TSLA $AMZN $GOOGL $META $JPM $GS $MS $BAC $WFC $XOM $CVX $UNH $LLY $COST $AVGO #Investing #LongTerm #FRAGMENTS https://cundilldeepvalue.substack.com/p/ceo-series-tom-gayner-the-most-expensive https://cundilldeepvalue.substack.com/p/ceo-series-tom-gayner-the-most-expensive"  
[X Link](https://x.com/FragmentsValue/status/2006171698417066337)  2025-12-31T01:13Z [---] followers, [---] engagements


"FRAGMENTS CEO SERIES TOM GAYNER Fear loves the word discipline. Gayner built a system to catch it. If youve ever waited for clarity read this. Link: $BRK.B $MKL $AAPL $MSFT $NVDA $AMZN $GOOGL $META $JPM $GS $MS $BAC $WFC $XOM $CVX $UNH $LLY $COST $AVGO $AMD #CapitalAllocation #Risk #FRAGMENTS https://cundilldeepvalue.substack.com/p/ceo-series-tom-gayner-the-most-expensive https://cundilldeepvalue.substack.com/p/ceo-series-tom-gayner-the-most-expensive"  
[X Link](https://x.com/FragmentsValue/status/2006185790775415169)  2025-12-31T02:09Z [---] followers, [---] engagements


"CATO ($CATO) is priced like the balance sheet doesnt matter. We mapped liquidity priced the owned footprint and netted real estate uplift against PP&E carry to avoid double counting. Output: per-share asset range (bear/base/bull). $CATO $AAPL $TSLA $NVDA $MSFT $AMZN $META $GOOGL $NFLX $AMD $INTC $AVGO $ORCL $CRM $ADBE $PYPL $SHOP $UBER $COIN $PLTR $SOFI $DIS $NKE $JPM $SPY #DeepValue #ValueInvesting #SpecialSituations #SmallCaps #Stocks https://cundilldeepvalue.substack.com/p/deep-value-report-cato-corp-cato https://cundilldeepvalue.substack.com/p/deep-value-report-cato-corp-cato"  
[X Link](https://x.com/FragmentsValue/status/2009581667686515027)  2026-01-09T11:03Z [---] followers, [---] engagements


"$CABO $VRA $ONL All hated. All trading near asset floor. One has real bidders. The other insiders buying in silence. The maths in the cockpit. Full deep value report on $CABO next friday. Full radar live now $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN https://cundilldeepvalue.substack.com/p/deep-value-radar-october-2025-11b https://cundilldeepvalue.substack.com/p/deep-value-radar-october-2025-11b"  
[X Link](https://x.com/FragmentsValue/status/1979200982832812317)  2025-10-17T15:01Z [---] followers, [---] engagements


"🚨 Everyone saw Burry turned bullish. Few saw the edge: lag echo negative space. Not a how-toa way to see posture when headlines repeat. The 13F Mirage Seeing Burry Clearly 🔥👇 $CABO $ONL $VRA $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN https://twitter.com/i/web/status/1979548269781873055 https://cundilldeepvalue.substack.com/p/the-13f-mirage-seeing-burry-clearly https://twitter.com/i/web/status/1979548269781873055 https://cundilldeepvalue.substack.com/p/the-13f-mirage-seeing-burry-clearly"  
[X Link](https://x.com/FragmentsValue/status/1979548269781873055)  2025-10-18T14:01Z [---] followers, [---] engagements


"Burry 13F is late & partialthats the edge. Pattern page: pop cool-back signal. Echo page. Posture tickers. Inside (PLUS) ⚡ Dont read the list read the reaction $CABO $ONL $VRA $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN https://twitter.com/i/web/status/1979706310909481046 https://cundilldeepvalue.substack.com/p/the-13f-mirage-seeing-burry-clearly https://twitter.com/i/web/status/1979706310909481046 https://cundilldeepvalue.substack.com/p/the-13f-mirage-seeing-burry-clearly"  
[X Link](https://x.com/FragmentsValue/status/1979706310909481046)  2025-10-19T00:29Z [---] followers, [---] engagements


"👀 If a filing hides shorts/hedges/strikes why care Because conviction shows up in clusters persistence silence. Read the posture not the headline. The 13F Mirage Seeing Burry Clearly 🧠🔓 $CABO $ONL $VRA $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN https://twitter.com/i/web/status/1979932803157618754 https://cundilldeepvalue.substack.com/p/the-13f-mirage-seeing-burry-clearly https://twitter.com/i/web/status/1979932803157618754 https://cundilldeepvalue.substack.com/p/the-13f-mirage-seeing-burry-clearly"  
[X Link](https://x.com/FragmentsValue/status/1979932803157618754)  2025-10-19T15:29Z [---] followers, [---] engagements


"New: $ONL deep-value report 68.5% IG tenancy WALT 5.5y asset sales in motion CMBS [----]. See the value grids + liquidity runway and how a modest re-rating could play out. 🚀 Unlock the model #ONL #ValueInvesting $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META https://cundilldeepvalue.substack.com/p/deep-value-report-onl https://cundilldeepvalue.substack.com/p/deep-value-report-onl"  
[X Link](https://x.com/FragmentsValue/status/1980010961865154654)  2025-10-19T20:39Z [---] followers, [---] engagements


"$ONL isnt a story its a work-out priced like extinction. I break down the scenario TBV hidden assets (Deerfield 5-asset package JV) and the refi clocknumbers first noise last. Read before the prints hit. ⚡📊 #ONL #DeepValue #REITs $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META https://cundilldeepvalue.substack.com/p/deep-value-report-onl https://cundilldeepvalue.substack.com/p/deep-value-report-onl"  
[X Link](https://x.com/FragmentsValue/status/1980049572475850861)  2025-10-19T23:13Z [---] followers, [--] engagements


"The market prices $ONL at [---] TBV. My report maps bear/base/bull TBVPS the Deerfield land case and the catalysts that close the gap. If you want alpha not anecdotesstart here. 🔒📈 $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META https://cundilldeepvalue.substack.com/p/deep-value-report-onl https://cundilldeepvalue.substack.com/p/deep-value-report-onl"  
[X Link](https://x.com/FragmentsValue/status/1980260965636624748)  2025-10-20T13:13Z [---] followers, [---] engagements


"Buffett once said The stock market is a device for transferring money from the impatient to the patient. Todays FRAGMENTS feels like that. Deep Value isnt dead its just not tweeting. $ONL $HPP Part [--] $CABO on deck. 👇 Read todays free slice $XOM $CVX $ASTL $CVE $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META $GME https://twitter.com/i/web/status/1981019966678929631 https://cundilldeepvalue.substack.com/p/fragments-daily-lite-wednesday-october https://twitter.com/i/web/status/1981019966678929631 https://cundilldeepvalue.substack.com/p/fragments-daily-lite-wednesday-october"  
[X Link](https://x.com/FragmentsValue/status/1981019966678929631)  2025-10-22T15:29Z [---] followers, [---] engagements


"Friday Deep Value Report $CABO (Cable One) drops. Priced on free cash flow not GAAP noise. Last week $ONL resurrection. Yesterday $HPP Part [--] survival math. Tonight quiet tape loud edges. Catch up before the next asymmetry hits: $XOM $CVX $ASTL $CVE $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META $GME https://twitter.com/i/web/status/1981133717079736521 https://cundilldeepvalue.substack.com/p/fragments-daily-lite-wednesday-october https://twitter.com/i/web/status/1981133717079736521 https://cundilldeepvalue.substack.com/p/fragments-daily-lite-wednesday-october"  
[X Link](https://x.com/FragmentsValue/status/1981133717079736521)  2025-10-22T23:01Z [---] followers, [---] engagements


"The market prices $ONL at [---] TBV. Had a Buyout offer. My report maps bear/base/bull cases the Deerfield land case and the catalysts that close the gap. My Deep Value Report here. 🔒 $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $TD $NVDA $AAPL $MSFT $TSLA $AMZN $META https://cundilldeepvalue.substack.com/p/deep-value-report-onl https://cundilldeepvalue.substack.com/p/deep-value-report-onl"  
[X Link](https://x.com/FragmentsValue/status/1981352462515593476)  2025-10-23T13:30Z [---] followers, [---] engagements


"The market prices $ONL at [---] TBV. Had a Buyout offer. My report maps bear/base/bull cases the Deerfield land case and the catalysts that close the gap. My Deep Value Report here. 🔒 $XOM $CVX $ASTL $UFI $CVE $X $JPM $QQQ $GLD $NVDA $AAPL $MSFT $TSLA $AMZN $META https://cundilldeepvalue.substack.com/p/deep-value-report-onl https://cundilldeepvalue.substack.com/p/deep-value-report-onl"  
[X Link](https://x.com/FragmentsValue/status/1981819141309784553)  2025-10-24T20:24Z [---] followers, [---] engagements


"🚨You get ONE shot at this window. Tomorrow 08:01 ET we drop the Deep Value Watchlist: [--] tickers catalysts and the exact line where we walk if they crack. Were talking $GTN / $PKST / $ONL / $TAP / priced-like-trash-but-still-breathing names Sam Zell wouldve circled in red. 🔦 Read it before everyone pretends they saw it coming. 👇 $QQQ $GLD $TGNA $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $INTC $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-weekend-plus-sunday-november"  
[X Link](https://x.com/FragmentsValue/status/1985150685395231093)  2025-11-03T01:03Z [---] followers, [---] engagements


"DAILY PLUS is live 🧭 Watchlist Impact: straight cause/effect with one single proof next for each name. Example: $ONL (lease/8-K window) and $AMCX (carriage headline) +3 more inside. No vibes just receipts. 🔒 Join 100+ readers here: $QQQ $PKST $TSLA $NVDA $AAPL $AMZN $META $MSFT $PLTR $AMD $NFLX $GOOGL $UNH $BABA $PYPL $INTC $MU $WBD $SQ $COIN $ROKU $GME $GLD https://cundilldeepvalue.substack.com/p/fragments-daily-plus-wednesday-november-20b https://cundilldeepvalue.substack.com/p/fragments-daily-plus-wednesday-november-20b"  
[X Link](https://x.com/FragmentsValue/status/1988642191682707490)  2025-11-12T16:17Z [---] followers, [---] engagements


"new FRAGMENTS DAILY PLUS is live. Chemical plant control room. Charts on one screen CASH THIS WEEK on the other. Thats the whole market right now: AI multiples vs refi math. Druckenmiller Paulson ASIX. Come sit in the cockpit. ⚙📉 $ASIX $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-daily-plus-monday-november-950 https://cundilldeepvalue.substack.com/p/fragments-daily-plus-monday-november-950"  
[X Link](https://x.com/FragmentsValue/status/1993259114806333704)  2025-11-25T10:03Z [---] followers, [--] engagements


"💰 WHAT THEY WROTE SAID & BOUGHT THIS WEEK Insiders didnt buy the pretty charts this week. They bought the awkward prices. Meanwhile Griffin / Dimon / Tepper all signaled the same thing: 👉 calm safe. 🔒Here: $AIG $NKE $EP $CLPR $IMNM $MDBH $IRD $STRR $JPM $GS $MS $BAC $C $XOM $CVX $COP $SPY $QQQ $IWM $DIA $AAPL $MSFT $NVDA $META $AMZN #Insiders #Markets #MacroSignals #Investing #FRAGMENTS https://cundilldeepvalue.substack.com/p/what-they-wrote-said-and-bought-this-b0a https://cundilldeepvalue.substack.com/p/what-they-wrote-said-and-bought-this-b0a"  
[X Link](https://x.com/FragmentsValue/status/2007512534694195244)  2026-01-03T18:01Z [---] followers, [---] engagements


"Just dropped my Deep Value Report (Updated) on Unifi ( $UFI). Stock trades like the assets are trash and the cycle never comes back. But book says $13/share price says $4. That gap is the whole fight. Balance sheet first. Everything else after. $UFI $SPY $QQQ $IWM $DIA $VIX $TLT $HYG $LQD $XLF $XLI $XLY $XLK $XLP $XLE $XLB $XLC $XLV $XBI $SMH $SOXX $TSLA $AAPL $NVDA $MSFT $AMZN $META $GOOGL $JPM $BAC https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse"  
[X Link](https://x.com/FragmentsValue/status/2014292709973114946)  2026-01-22T11:03Z [---] followers, [--] engagements


"$UFI is priced like a slow leak: inventory trap + ugly cycle + dont trust the turnaround. Fair. Thats the risk. But when you get 0.3x book in a real asset-heavy business youre not buying a story. Youre buying a scoreboard and waiting for proof. $UFI $CULP $GILD $NKE $COST $TGT $WMT $AMZN $XRT $XLY $XLP $XLI $XLB $XLE $KSS $M $GPS $RL $LEVI $VFC $TPR $HBI $UAA $UA $BURL $ROST $TJX $VZ $T $CSCO $INTC https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse"  
[X Link](https://x.com/FragmentsValue/status/2014341533580005672)  2026-01-22T14:17Z [---] followers, [--] engagements


"What I like here: real assets real haircut and insiders who arent pretending. What I dont like: inventory can quietly murder book value. This is deep value the adult way assets debt discipline not vibes. Report is live. $UFI $BRK.B $KKR $BX $APO $JNK $HYG $LQD $TLT $XLI $XLB $XRT $SPY $IWM $DXY $GLD $SLV $CLF $X $NUE $STLD $AA $FCX $MOS $BHP $RIO $CAT $DE $GE $HON $MMM https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse https://cundilldeepvalue.substack.com/p/deep-value-report-updated-unifi-nyse"  
[X Link](https://x.com/FragmentsValue/status/2014392869277274368)  2026-01-22T17:41Z [---] followers, [---] engagements


"New report out on $INN. I priced the assets mapped the stack and put numbers on the range: BEAR / BASE / BULL. Full write-up is live. $INN $HST $PK $RHP $PEB $XHR $RLJ $SHO $DRH $APLE $MAR $HLT $SPY $QQQ $IWM $NVDA $TSLA $AAPL $MSFT $AMZN $GOOGL $META $PLTR $COIN $TSM $AMD $AVGO $SMCI $XOM $TLT https://cundilldeepvalue.substack.com/p/deep-value-report-summit-hotel-properties https://cundilldeepvalue.substack.com/p/deep-value-report-summit-hotel-properties"  
[X Link](https://x.com/FragmentsValue/status/2014750727328170339)  2026-01-23T17:23Z [---] followers, [--] engagements


"Orion Properties $ONL Permission Required. Most takes argue fair value. When the revolver is the deadline the credit agreement becomes the steering wheel. This piece maps the stack and the endgamesclean and simple: $ONL $HYG $LQD $TLT $IEF $BND $XLF $KRE $KBE $XLRE $VNQ $O $VICI $SPG $KIM $FRT $REG $EPR $DOC $WELL $VTR $SLG $BXP $KRC $HIW $ARE $EQIX $DLR $IRM $SCHD https://cundilldeepvalue.substack.com/p/orion-properties-onl-permission-required https://cundilldeepvalue.substack.com/p/orion-properties-onl-permission-required"  
[X Link](https://x.com/FragmentsValue/status/2016341207476244653)  2026-01-28T02:43Z [---] followers, [--] engagements


"Orion Properties $ONL Permission Required. The clean question for ONL is not who named a price. Its who controls the debtand what terms do they demand before May [----]. If you want the simple mechanics version its here: $ONL $RITM $NLY $AGNC $BXMT $STWD $KREF $ARI $LADR $AFCG $ABR $MTG $PMT $RWT $IVR $RKT $UWMC $COOP $HOUS $OPEN $Z $RDFN $LEN $DHI $PHM $TOL $MDC $KBH $ITB $XHB https://cundilldeepvalue.substack.com/p/orion-properties-onl-permission-required https://cundilldeepvalue.substack.com/p/orion-properties-onl-permission-required"  
[X Link](https://x.com/FragmentsValue/status/2016497236100694173)  2026-01-28T13:03Z [---] followers, [---] engagements


"WHOS NEXT Paramount Most takeover coverage is price + premium. This file is different: who could actually say yes what the FCC gate meant and why higher offers werent always real. $MSFT $META $NVDA $MU $TSLA $NOW $UNH $SAP $AMZN $PLTR $ASML $AAPL $AVGO $AMD $SNDK $NFLX $IREN $INTC $GOOGL $ORCL $CVNA $VTIX $MP $BCRX $LMT $JOBY $SPY $QQQ $DIA $GME $AMC $COIN $MSTR $ADBE $SMCI https://twitter.com/i/web/status/2017025843521081696 https://cundilldeepvalue.substack.com/p/whos-next-series-paramount-global https://twitter.com/i/web/status/2017025843521081696"  
[X Link](https://x.com/FragmentsValue/status/2017025843521081696)  2026-01-30T00:03Z [---] followers, [---] engagements


"Deep Value Report $BHM Most investors keep asking: Is $BHM cheap vs NAV Wrong question. The right one is boring and lethal if ignored: What cash is real what assets are controlled what claims sit ahead of you and whats left per Class A share after the clock. Thats where mispricing lives. $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $AMD $INTC $NFLX $BRK.B $JPM $BAC $GS $MS $WFC $C $XOM $CVX $COP $O $PLD $AMT $CCI $SPG $VNQ $IYR $SCHD $QQQ $BHR $AHT $XHR $PK $DRH $AIV #DeepValue #CapitalStructure #REITInvesting #Credit #AssetsNotStories"  
[X Link](https://x.com/FragmentsValue/status/2018679365261750493)  2026-02-03T13:34Z [---] followers, [--] engagements


"🚨 Deep Value Alert AMBAC🚨 Wall Street still sees wreckage. We see repricing. 📊 Full cockpit: balance sheet reset insider ownership catalysts. $AMBC at $8 = trades below even our bear case floor. Wall St says busted. We say repricing. $AMBC https://open.substack.com/pub/cundilldeepvalue/p/deep-value-report-ambac-ambcr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/deep-value-report-ambac-ambcr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FragmentsValue/status/1975614133161828608)  2025-10-07T17:28Z [---] followers, [--] engagements


"🚨 Deep Value Alert AMBAC🚨 Wall Street still sees wreckage. We see repricing. 📊 Full cockpit: balance sheet reset insider ownership catalysts. $AMBC $MBI $MKL $RYAN $BRO $KNSL $QQQ $NVDA $AAPL $MSFT $JPM $VIX $SPY $META $UNG https://open.substack.com/pub/cundilldeepvalue/p/deep-value-report-ambac-ambcr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/deep-value-report-ambac-ambcr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FragmentsValue/status/1975614783987851475)  2025-10-07T17:30Z [---] followers, [---] engagements


"🚨 New CEO Series Fragments Ed Bastian (Delta) vs the rest. Why tone on employees = hidden alpha in airlines. This first episode is free this week only. $AC.TO $DAL $UAL $AAL $LUV $AF.PA $RYAAY $BA.L $GE $SPR $QQQ $SPY $TSX $AAPL $NVDA https://open.substack.com/pub/cundilldeepvalue/p/ceo-series-ed-bastian-vs-the-restr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/ceo-series-ed-bastian-vs-the-restr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FragmentsValue/status/1975932489358365093)  2025-10-08T14:33Z [---] followers, [---] engagements


"I only fly on Delta crewed airplanes. Ed Bastian Most CEOs talk contracts. He talks people. Thats why Delta flies different. Fragments CEO Series free this week paid after. $AC.TO $DAL $UAL $AAL $LUV $RYAAY $GE $SPR $QQQ $SPY $TSX $AAPL $NVDA https://open.substack.com/pub/cundilldeepvalue/p/ceo-series-ed-bastian-vs-the-restr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/ceo-series-ed-bastian-vs-the-restr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FragmentsValue/status/1975977238698000555)  2025-10-08T17:31Z [---] followers, [---] engagements


"🚨 Deep Value 🚨 $AMBC at $8 = trades below our bear case floor. Wall St sees wreckage. We see rebirth. Specialty pivot. Cash optionality. Insider conviction. [----] book = mispriced. $AMBC $MBI $MKL $RYAN $BRO $KNSL $QQQ $NVDA $AAPL $MSFT $JPM $VIX $SPY $META $UNG https://cundilldeepvalue.substack.com/p/deep-value-report-ambac-ambc https://cundilldeepvalue.substack.com/p/deep-value-report-ambac-ambc"  
[X Link](https://x.com/FragmentsValue/status/1975997473920282720)  2025-10-08T18:51Z [---] followers, [---] engagements


"Airlines crash. Numbers collapse. Culture is the only asset that compounds. Ed Bastian (Delta) proves it Air Canada American United Different story. Read the full CEO Series link $AC.TO $DAL $UAL $AAL $LUV $RYAAY $BA.L $GE $SPR $QQQ $SPY $TSX https://open.substack.com/pub/cundilldeepvalue/p/ceo-series-ed-bastian-vs-the-restr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/cundilldeepvalue/p/ceo-series-ed-bastian-vs-the-restr=1fqo4l&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/FragmentsValue/status/1976014987416989854)  2025-10-08T20:01Z [---] followers, [---] engagements


"✈ Back to Canada Ben Smith built dtente in Paris. Air Canada now faces its own cultural cracks. The cycle might loop back to Montreal. Full deep-value report 👇 #Aircanada $AC.TO $SNCY $ALGT $CPA $JPM $BAC $NVDA $TSLA $AAPL $MSFT $QQQ $SMCI $AMD $GOOG $META $SPY $VIX $ETH $XOM $CVX $DAL $UAL $AAL $LUV https://cundilldeepvalue.substack.com/p/fragments-case-study-air-france-klm https://cundilldeepvalue.substack.com/p/fragments-case-study-air-france-klm"  
[X Link](https://x.com/FragmentsValue/status/1979246280611336596)  2025-10-17T18:01Z [---] followers, [---] engagements


"🧠 When the gauges go dark you fall back on discipline. Inside todays Weekend Plus: Watchlist of [--] asset-heavy names Ticker-in-Focus: $PK with per-key math History Rhymes: from dot-com to [----] Marks + Buffett same message different accent If you like Howard Marks & Sam Zell this cockpit is for you. ✈ $QQQ $PK $AOUT $OIL $KSS $WMT $GLD $SSP $BN $BAM $TSLA $NVDA $AAPL $AMZN $MSFT $PYPL $BABA $AMD $GOOGL $NFLX $UNH $COIN $SHOP https://cundilldeepvalue.substack.com/p/fragments-weekend-plus-sunday-november-607 https://twitter.com/i/web/status/1990066577388257333"  
[X Link](https://x.com/FragmentsValue/status/1990066577388257333)  2025-11-16T14:37Z [---] followers, [--] engagements


"I wrote a Deep Value Report (Updated) on $ONL -Orion Properties. ONL is priced as if its a foregone conclusion. One thing is clear: They got a buyout offer and turned it down at $2.50 then $2.75. There was a buyer for the company when sentiment was still terrible. The report takes them through what they own their financing runway and what breaks if things go wrong. $ONL $AAPL $MSFT $NVDA $AMZN $META $GOOGL $TSLA $JPM $XOM $BRK.B $AMD $NFLX $AVGO $BAC $SPG $BXP $VNO $SLG $O $CVX $UNH $COST $WMT $PG #DeepValue #CapitalStructure #REITs"  
[X Link](https://x.com/FragmentsValue/status/2011796175515422978)  2026-01-15T13:42Z [---] followers, [--] engagements


"CEO SERIES Nick Howley (TransDigm $TDG). This isnt pricing power. Its gates: certification paperwork time pressure and invoices that repeat because the fleet never stops needing parts. ✈🔒 HERE: Read it like an operator. Not a fanboy. $IREN $TSLA $ASTS $BTC $ONDS $XRP $GME $NBIS $OPEN $ETH $NVDA $AAPL $MSFT $AMZN $META $GOOGL $AMD $PLTR $COIN $MSTR $SPY $QQQ $TDG $HEI $RTX $GE $BA $LMT $NOC $HWM https://cundilldeepvalue.substack.com/p/ceo-series-nick-howley-transdigm https://cundilldeepvalue.substack.com/p/ceo-series-nick-howley-transdigm"  
[X Link](https://x.com/FragmentsValue/status/2013205546384445544)  2026-01-19T11:03Z [---] followers, [---] engagements


"CEO SERIES Nick Howley (TransDigm $TDG). Most people explain TransDigm like its a normal industrial. Its not. The business lives inside constraints: approved alternatives dispatch urgency and AOG decisions where nobody has time to negotiate a philosophy. HERE: Thats the machine. Thats the moat. ⚙ $IREN $TSLA $ASTS $BTC $ONDS $XRP $GME $NBIS $OPEN $ETH $NVDA $AAPL $MSFT $AMZN $META $GOOGL $AMD $PLTR $COIN $MSTR $SPY $QQQ $TDG $HEI $RTX $GE $BA $LMT $NOC $HWM https://cundilldeepvalue.substack.com/p/ceo-series-nick-howley-transdigm"  
[X Link](https://x.com/FragmentsValue/status/2013260407524532594)  2026-01-19T14:41Z [---] followers, [--] engagements


"CEO SERIES Nick Howley (TransDigm $TDG). TransDigm is controversial for a reason: when you own the gate the payer eventually notices. The question isnt is it nice. The question is: how durable are the gates when rules tighten HERE: Thats what this CEO Series is really about. 📄🧾 $IREN $TSLA $ASTS $BTC $ONDS $XRP $GME $NBIS $OPEN $ETH $NVDA $AAPL $MSFT $AMZN $META $GOOGL $AMD $PLTR $COIN $MSTR $SPY $QQQ $TDG $HEI $RTX $GE $BA $LMT $NOC $HWM https://twitter.com/i/web/status/2013306461028524455 https://cundilldeepvalue.substack.com/p/ceo-series-nick-howley-transdigm"  
[X Link](https://x.com/FragmentsValue/status/2013306461028524455)  2026-01-19T17:44Z [---] followers, [---] engagements


"FRAGMENTS piece: Shadow Builder Series IRVING (Case File). If you read the Irving file read it like an operator: outputs movement energy contracts. I also wrote what breaks it. $RY $TD $BNS $BMO $CM $SU $CNQ $TOU $PPL $FTS $EMA $BIP $BN $CNR $CP $ATD $MG $WSP $STN $NTR $TECK $LIF $XOM $CVX $VLO $MPC $UNP $NSC $IP $HII https://cundilldeepvalue.substack.com/p/fragments-shadow-builders-d2c https://cundilldeepvalue.substack.com/p/fragments-shadow-builders-d2c"  
[X Link](https://x.com/FragmentsValue/status/2014684793171251478)  2026-01-23T13:01Z [---] followers, [--] engagements


"Deep Value Report (Updated) on $RLJ. Whats in the RLJ file: asset map (per share) replacement cost bands capital stack + maturities insider/holder signals BEAR/BASE/BULL + what breaks it If you like investing as a process this ones for you. $RLJ $SPG $HST $PK $APLE $PEB $RHP $DRH $SHO $INN $CHSP $VICI $O $EQR $AVB $PLD $DLR $AMT $JPM $GS $MS $BAC $WFC $SPY $QQQ $IWM $TLT $HYG $LQD #DeepValue #REITs #Value #FRAGMENTS https://cundilldeepvalue.substack.com/p/deep-value-report-rlj-lodging-trust https://cundilldeepvalue.substack.com/p/deep-value-report-rlj-lodging-trust"  
[X Link](https://x.com/FragmentsValue/status/2016207325342884233)  2026-01-27T17:51Z [---] followers, [--] engagements

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