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# ![@InvestSpecial Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3095079461.png) @InvestSpecial Dalius - Special Sits

Dalius - Special Sits posts on X about investment, $lnsr, $imxi, $wu the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::3095079461/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3095079461/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +4.80%
- X Year XXXXXXXXX +39%

### Mentions: XX [#](/creator/twitter::3095079461/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3095079461/c:line/m:posts_active.svg)

- X Week XX +35%
- X Month XXX -XXXX%
- X Months XXX +50%
- X Year XXX +87%

### Followers: XXXXXX [#](/creator/twitter::3095079461/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3095079461/c:line/m:followers.svg)

- X Week XXXXXX +0.19%
- X Month XXXXXX +0.91%
- X Months XXXXXX +7%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::3095079461/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3095079461/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3095079461/influence)
---

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [exchanges](/list/exchanges)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[investment](/topic/investment) 2.25%, [$lnsr](/topic/$lnsr) #1, [$imxi](/topic/$imxi) #1, [$wu](/topic/$wu) #12, [over the](/topic/over-the) 1.69%, [sits](/topic/sits) #115, [$16share](/topic/$16share) #1, [$stho](/topic/$stho) #1, [$14share](/topic/$14share) #1, [$275share](/topic/$275share) #1

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@greystonecap](/creator/undefined) [@alluvialcapital](/creator/undefined) [@luisvsanchez777](/creator/undefined) [@doomberg](/creator/undefined) [@hindenburgres](/creator/undefined) [@danroller](/creator/undefined) [@mcpartnerships](/creator/undefined) [@ataicapital](/creator/undefined) [@greenhavenroad](/creator/undefined) [@thelonghappy](/creator/undefined) [@whithuguley](/creator/undefined) [@getiva3296](/creator/undefined) [@minotaurstocks](/creator/undefined) [@lord_of_biotech](/creator/undefined) [@raopranav](/creator/undefined) [@memyselfandi006](/creator/undefined) [@ideahive](/creator/undefined) [@bisoninterests](/creator/undefined) [@sebkrog](/creator/undefined)

**Top assets mentioned**
[Western Union Co (WU)](/topic/$wu) [Alcon Inc. Ordinary Shares (ALC)](/topic/$alc) [Golar LNG Ltd (GLNG)](/topic/$glng) [XNET Mobile (XNET)](/topic/$xnet) [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [Dexalot (ALOT)](/topic/$alot) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Churchill Downs, Inc. (CHDN)](/topic/$chdn) [Flagstar Financial, Inc. (FLG)](/topic/$flg) [TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)](/topic/$tixt) [Telus Corporation (TU)](/topic/$tu) [NerveNetwork (NVT)](/topic/$nvt) [Gigantix Wallet (GTX)](/topic/$gtx) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Neural Protocol (NRP)](/topic/$nrp) [Hawaiian Electric Industries, Inc. (HE)](/topic/$he) [SONM (SNM)](/topic/sonm) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Strive, Inc. (ASST)](/topic/$asst) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [SM Energy Company (SM)](/topic/$sm) [FIVE9, INC. (FIVN)](/topic/$fivn) [Acadia Healthcare Company, Inc. (ACHC)](/topic/$achc) [Akropolis (AKRO)](/topic/$akro) [Novo-Nordisk (NVO)](/topic/$nvo)
### Top Social Posts [#](/creator/twitter::3095079461/posts)
---
Top posts by engagements in the last XX hours

"Interesting thoughts on $CSU.TO by Akre Capital This is an especially interesting read following the recent drawdown driven by fears of AI disruption in vertical software and of course Leonards decision to step down. Full letter with more details below"  
[X Link](https://x.com/InvestSpecial/status/1978060465424224543) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-14T11:29Z 31K followers, 5012 engagements


"$IMXI / $WU Merger XX% Spread Worth a Look IMXI a remittances company is being acquired by its much larger peer Western Union. The offer is at $16/share in cash with closing expected in mid-2026. This is a strong strategic move to bolster WUs position in the U.S. market particularly in Latin America and the Caribbean where IMXI has a solid foothold. The combined company will control roughly XX% market share in the Latin American corridor making it the largest player with Remitly in second place at 20%. The deal comes at a large XX% premium and at 5x EBITDA which is a reasonable multiple"  
[X Link](https://x.com/InvestSpecial/status/1958114458716299509) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-20T10:30Z 31K followers, 16.7K engagements


"Interesting deep dive on $GLNG from @LuisVSanchez777 Leading FLNG vessels provider on the precipice of significant FCF inflection. EBITDA expected to 4x by 2030 as X major projects complete. Multibagger upside by 2030"  
[X Link](https://x.com/InvestSpecial/status/1971537039893188784) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-26T11:27Z 31K followers, 15.1K engagements


"Curious setup with US-listed Chinese company $XNET one of those net-nets that almost seems too good to be real. This is a Chinese tech firm providing cloud services and download management software. The company trades at around a $600m mcap versus $235m in net cash + an X% stake in Arashi a recently listed company on the Shanghai Stock Exchange. The implied value of said stake is at $1.3bn. In other words XNET trades at roughly a XX percent discount to net cash plus its Arashi stake while still running a profitable operating business. Moreover management recently stated it intends to explore"  
[X Link](https://x.com/InvestSpecial/status/1978011903059271758) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-14T08:16Z 31K followers, 8157 engagements


"How to find new investments (Part 2) Small-cap focused blogs are some of the best hunting grounds for idea generation. Here are XX more new blogs Ive been tracking over the past year 👇"  
[X Link](https://x.com/InvestSpecial/status/1978385568804311421) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, 12.5K engagements


"Just finished sifting through the Q1 hedge fund letters. Here are XX investment pitches that piqued my interest. Featuring names such as $DK $STHO $GOGO $KD and $ALOT among others. 👇"  
[X Link](https://x.com/InvestSpecial/status/1658774329230753792) [@InvestSpecial](/creator/x/InvestSpecial) 2023-05-17T09:59Z 31K followers, 95.7K engagements


"$STHO liquidation looks interesting. Potential upside in a 3-year liquidation scenario with an estimated value of $15.10/share vs the stock at $7.75/shr today. In a pronlonged liq scenario (5years) liquidation value comes around $9.6/shr provding decent downside protection 👇"  
[X Link](https://x.com/InvestSpecial/status/1949753446027915711) [@InvestSpecial](/creator/x/InvestSpecial) 2025-07-28T08:47Z 31K followers, 14.7K engagements


"$LNSR buyout by Alcon looks interesting after the recent selloff. Solid r/r with the stock below pre-announcement levels and the spread to $14/share cash offer at XX% + $2.75/share worth of CVR for free 👇"  
[X Link](https://x.com/InvestSpecial/status/1968274776096719012) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-17T11:24Z 31K followers, 14.7K engagements


"Interesting pitch on $TMDX from Infuse Asset Management. Potential multibagger with a significant moat and the only FDA-approved medtech device for transporting donor organs. Linking an earlier VIC article with more details below"  
[X Link](https://x.com/InvestSpecial/status/1976633818108121422) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-10T13:00Z 31K followers, 7771 engagements


"Interesting setup over at $LCX.V. This is a Canadian micro-cap O&G developer expected to return significant capital (c. XX% of mcap) to shareholders following the sale of certain assets. The sale proceeds account for roughly XX% of LCXs EV while the assets sold represent about 1/3rd of the companys total production. Management plans to distribute most of the proceeds to shareholders potentially amounting to around XX% of the current market cap. The dividend itself looks like the main catalyst. Large one-time distributions have historically triggered quick re-ratings continuing from the"  
[X Link](https://x.com/InvestSpecial/status/1980204845744476575) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-20T09:30Z 31K followers, 4670 engagements


"1/ New investment ideas from VIC 👇 Incl: $ROO.L $CHDN & $ASPS $ROO.L pitch: Food delivery business that operates in the UK Ireland France Italy and a few additional markets. ROO is cheap with 2/3 of the mcap in cash and a clear line-of-sight to FCF generation. .👇"  
[X Link](https://x.com/InvestSpecial/status/1647886695516327937) [@InvestSpecial](/creator/x/InvestSpecial) 2023-04-17T08:56Z 31K followers, 35.1K engagements


"$OCI.AS trades below net cash with a remainco operation for free. OCI has announced four major asset sales with combined net proceeds to exceed the companys enterprise value. Two special dividends (14.5/share and 4.2/share) have been announced and paid out. Another 4/share distribution will be returned to shareholders following the recent close of the final asset sale. At the current stock price of 7.5/share OCI trades below my pro-forma net cash estimate of 7.64/share. On top of that investors are getting the EU nitrogen operations with annual mid-cycle EBITDA guided at $150m (0.65/share)"  
[X Link](https://x.com/InvestSpecial/status/1940333372813054223) [@InvestSpecial](/creator/x/InvestSpecial) 2025-07-02T08:55Z 31K followers, 18.3K engagements


"$OCI.AS will return $700m (2.87/sh) to shareholders on Sept X via a mix of capital repayment & special dividend (split TBD). Ex-div date: Aug XX. Shares trade near pro-forma net cash (incl. Fertiglobe escrow). Q2 in Aug should give a clean look at cash & PF financials potential re-rating after X major asset sales. Will reassess the position post Q2 results"  
[X Link](https://x.com/InvestSpecial/status/1955240374890274934) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-12T12:10Z 31K followers, 6701 engagements


"Interesting pitch on $FLG by Black Bear Value Flagstar Financial trades at XX% of tangible book vs peers at 140160%. With cleanup nearly done and strong leadership risk is low and upside could reach 50150% in XX years"  
[X Link](https://x.com/InvestSpecial/status/1978821985254670829) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-16T13:55Z 31K followers, 5774 engagements


"8/ $MRO.L pitch by Alphyn Capital An aerospace supplier with two segments: Engines (35% of sales XX% of profits) and Structures. The Engine division is the crown jewel supplying parts for XX% of flying engines and all narrow-body aircraft"  
[X Link](https://x.com/InvestSpecial/status/1862796539787149689) [@InvestSpecial](/creator/x/InvestSpecial) 2024-11-30T09:51Z 31K followers, 5241 engagements


"Buyout of $TIXT by its parent $TU looks interesting. Lowball initial offer could be bumped after the special commitee review ends. The largest shareholder of TIXT a BPO and IT services business is TELUS Corp a $24bn Canadian telecom giant holding a XX% stake. TELUS has submitted a lowball offer to acquire the remaining shares at $3.40/share. The stock is currently trading above the bid at $XXXX. The board has promptly formed a special committee to review the transaction. There are a few things to like about this setup. The buyer is a highly credible and well-financed Canadian telecom player"  
[X Link](https://x.com/InvestSpecial/status/1935266459443163232) [@InvestSpecial](/creator/x/InvestSpecial) 2025-06-18T09:20Z 31K followers, 33.9K engagements


"Interesting pitch on $NVT from @UpslopeCapital Dominant player in electrical protection systems with XX% mkt shr pricing power and tailwinds from electrification and the IRA. Backed by solid FCF smart M&A and a leading position in enclosures seg. potential compounder"  
[X Link](https://x.com/InvestSpecial/status/1949779514407494100) [@InvestSpecial](/creator/x/InvestSpecial) 2025-07-28T10:30Z 31K followers, 7320 engagements


"Interesting thoughts on $GTX from Mcintyre Partnerships Multibagger upside by 2027 Full letter below"  
[X Link](https://x.com/InvestSpecial/status/1951943763808457031) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-03T09:50Z 31K followers, 16.4K engagements


"Great letter from Horizon Kinetics on opportunities in the Japanese stock market especially the section on owner-operated enterprises and their historical outperformance. Also a sharp look into Japanese corporate culture. Full letter below"  
[X Link](https://x.com/InvestSpecial/status/1955569085254918338) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-13T09:56Z 31K followers, 12.7K engagements


"full letter:"  
[X Link](https://x.com/InvestSpecial/status/1955569227680956903) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-13T09:56Z 31K followers, 3243 engagements


"@KyleTushaus Im aware of both setups for sure. I agree on $NRP and even pitched it on X. I havent looked into $HE for a while so I do need to give it another look. Thanks for the note"  
[X Link](https://x.com/InvestSpecial/status/1969999713907699912) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-22T05:38Z 31K followers, XXX engagements


"Just when you think the $SONM story is over it finds its way back into the spotlight. A few weeks ago X Main Capital a well-known small-cap fund established a X% stake. Stock is up c. XX% since and now trades close to expected proceeds from the sale of it's assets to Social Mobile. Great trade for X Main. Watching closely if this sale would actually close by Q4"  
[X Link](https://x.com/InvestSpecial/status/1970437662738653652) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-23T10:38Z 31K followers, 14.7K engagements


"$SMLR merger with $ASST looks intriguing yet completely nuts. The spread is massive around XX% today. This is the first crypto treasury roll-up with ASST acquiring SMLR at a 21.05x exchange ratio. The setup is highly fragile with both borrow and options extremely expensive. The deal will likely close but its a situation where youre running against the clock hoping that ASSTs price doesnt fall further. Thats especially problematic given the unclear closing timeline. ASST trades at a massive 2.2x premium to NAV far above nearly all BTC DATs which have all tanked since the summer peak. Even the"  
[X Link](https://x.com/InvestSpecial/status/1975533630035235081) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-07T12:08Z 31K followers, 4933 engagements


"Consolidation in Permian set to continue. Bloomberg reports that $CIVI plans to merge with another mid-sized peer $SM. Unfortunately its expected to be a merger of equals with no premium. The broader consolidation trend is worth watching for other potential deals"  
[X Link](https://x.com/InvestSpecial/status/1976177766384140540) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-09T06:47Z 31K followers, 6176 engagements


"$CMTL is up about XX% since the May post with most of that move occurring over the past month on basically no news. Either someone knows something and is quietly loading up or theres been some industry-related development that Ive clearly missed. In any case this looks like a good exit opportunity. Given that CMTL is a levered stub such sharp run-ups can happen occasionally. But beyond that the value unlock process has been dragging on for far too long at this point. As a reminder the debt repayments originally due in October which I initially thought might accelerate the process have been"  
[X Link](https://x.com/InvestSpecial/status/1976226139828895972) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-09T10:00Z 31K followers, 5434 engagements


"Interesting spin-off developing with $TNOM.HE. Talenom Oyj is a Scandinavian accounting services company that has developed proprietary accounting software over many years. About a year ago the company decided to separate the software business into a distinct segment and start offering it as a standalone service. The software segment currently accounts for around XX% of revenues and XX% of EBITDA. The company has now announced plans to spin off the software business into a separate entity in H1 2026. The combined company trades at around 7x 2025E EBITDA. Management guides for XX% growth in"  
[X Link](https://x.com/InvestSpecial/status/1976596069103657378) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-10T10:30Z 31K followers, 6169 engagements


"$PZZA buyout rumors swirling again. Apollo and Qatar Investment Fund reportedly in the mix. Talks suggest an offer near $64/share a big premium to current levels but that valuation feels a bit rich. Hard to see an offer coming in that high. Any thoughts"  
[X Link](https://x.com/InvestSpecial/status/1978076823503413597) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-14T12:34Z 31K followers, 14.2K engagements


"$PZZA is moving fast. StreetInsiders rumor was ignored at first but the market changed its tune once Reuters ran the same story yesterday. Stock up XX% pre-market to $XX. Lets see where this settles. Always interesting how info flows through investor networks"  
[X Link](https://x.com/InvestSpecial/status/1978348889087316107) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T06:35Z 31K followers, 7833 engagements


"7/ @alluvialcapital is a well-known small-cap value & special sits fund manager. Not his first feature here but hes recently launched the Tactile Fund a blog and fund focused on long-term investments in companies with unique physical assets"  
[X Link](https://x.com/InvestSpecial/status/1978385601389903976) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"I guess I was a bit too quick on this one. The spread has indeed narrowed and now stands at X% after the HSR review expired. The rest of the $IMXI / $WU spread comes down to the remaining timeline and some residual regulatory and shareholder approval risk"  
[X Link](https://x.com/InvestSpecial/status/1976208512381485187) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-09T08:50Z 31K followers, 5751 engagements


"Deal rationale is clear: $LNSR next-gen ALLY system is rapidly taking share in cataract surgery. Alcons 15-yr-old LenSx is outdated. Buying LNSR gives $ALC a modern platform + protects its dominant position in cataract surgery"  
[X Link](https://x.com/InvestSpecial/status/1968274778961350987) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-17T11:24Z 31K followers, XXX engagements


"FTC issued a Second Request since $ALC + $LNSR are the two largest players in femto-assisted cataract surgery. Still the deal is tiny vs. $ALCs $42B mkt cap and approval isnt unimaginable especially if Alcon agrees to divest its old tech"  
[X Link](https://x.com/InvestSpecial/status/1968274782086115754) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-17T11:24Z 31K followers, 3169 engagements


"First positive development in $IMXI / $WU merger. The spread stands at 13%. The HSR waiting period has expired without any concerns. Other regulatory approvals from state and financial regulatory bodies are still pending. The timeline remains long with the deal expected to close in mid-2026. However spread now feels too wide after HSR expiry. What are we missing here"  
[X Link](https://x.com/InvestSpecial/status/1975851004026388802) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-08T09:09Z 31K followers, 15K engagements


"Good review of the $MYX.AX litigation. I agree with all the points. The stock should continue to tick up closer to the original bid. Hopefully both sides agree to settle at a symbolic cut rather than dragging this out any further"  
[X Link](https://x.com/InvestSpecial/status/1978783731746738546) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-16T11:23Z 31K followers, 7328 engagements


"New SSI idea: Merger arb with a XX% spread The company is selling all assets to a business partner. Closing conditions appear likely to be met. Main risk is borrow availability though a few million USD in borrow is currently accessible for hedging"  
[X Link](https://x.com/InvestSpecial/status/1977673472865141009) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-13T09:51Z 31K followers, 3710 engagements


"Post example on Tactile Fund blog $SVITZR.CO: Worlds largest tugboat operator and only pure-play towage firm. Mission-critical niche with durable demand exclusive port contracts and mid-teens ROIC potential postMaersk spin-off. Stock got acquired soon after the post"  
[X Link](https://x.com/InvestSpecial/status/1978385604569149857) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"8/ @e_pap4 focuses on undervalued microcaps ignored by the market with some special sits mixed in. No specific industry or geography focus. Plenty of interesting setups for investors as long as small and illiquid does not deter you"  
[X Link](https://x.com/InvestSpecial/status/1978385606737543463) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"Interesting pitch on $FIVN from Voss Capital Mispriced at 2x ARR vs peers with reaccelerating growth cost cuts and AI tailwinds. Narrative shift or M&A could drive XX% upside. Full letter👇"  
[X Link](https://x.com/InvestSpecial/status/1963948409615765595) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-05T12:52Z 31K followers, 5576 engagements


"$ACHC finally might be getting sold. Two activists with a combined X% stake are pushing the medical facilities owner/operator to explore a sale. Certainly cheap at 7x fwd EBITDA but the staggered board is a big problem. Watching closely for further developments"  
[X Link](https://x.com/InvestSpecial/status/1974083885660320013) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-03T12:07Z 31K followers, 3782 engagements


"$ETNB competitor developing a MASH treatment $AKRO was just acquired by $NVO. Big pharma is clearly betting heavily on these drugs. Theres also an interesting CVR component attached to the AKRO deal. The offer is for $54/share in cash + $6/share in CVR and the stock currently trades at $54.08/share. The CVR payout is tied to the cirrhosis indication approval as well but with much stronger upside than in the case of ETNB. I havent looked into this in detail yet but its worth checking out"  
[X Link](https://x.com/InvestSpecial/status/1976643630484869147) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-10T13:39Z 31K followers, 5887 engagements


"Interesting pitch on $RLGT by @1MainCapital Cyclically challenged non-asset-based 3PL trading at X normalized EBITDA with a pristine balance sheet and net cash position to withstand the current downcycle"  
[X Link](https://x.com/InvestSpecial/status/1977729283423682955) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-13T13:33Z 31K followers, 3928 engagements


"6/ @investwithwes1 covers stocks globally with no specific size or industry focus. A value-investing blog with a clear process for picking each stock as part of a portfolio. Not the newest blog but one Ive started following over the past year more"  
[X Link](https://x.com/InvestSpecial/status/1978385596616704051) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"Recent post on InvestingWithWes blog $EVO.ST: Market-leading live casino provider with 60%+ margins strong cash generation and disciplined capital allocation. Expanding into regulated markets (U.S. LatAm) while maintaining dominance in live gaming"  
[X Link](https://x.com/InvestSpecial/status/1978385599133335905) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"Sspread on $LNSR is looking increasingly interesting. It has widened to XX% well below pre-announcement levels and the move is happening on essentially no news. This is especially interesting in light of Alcons $STAA acquisition which is likely to be blocked in a few days unless Alcon raises its bid. If that deal falls through I think there would be meaningfully more incentive for Alcon to get LNSR acquisition over the line. Any thoughts here"  
[X Link](https://x.com/InvestSpecial/status/1980285627896889782) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-20T14:51Z 31K followers, 10.9K engagements


"$NKTR is rumored to be a takeover target. No details have emerged yet but I wouldnt be surprised to see a takeout given the continued trial successes. If you want to take a closer look theres a guest pitch on SSI that Ill link below"  
[X Link](https://x.com/InvestSpecial/status/1980174339736764734) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-20T07:28Z 31K followers, 6418 engagements


"Interesting pitch on $CLAR by @LaughingH20Cap A potential sale appears to be looming at CLAR. The company trades below private market peers and management is incentivized to sell with the process already underway"  
[X Link](https://x.com/InvestSpecial/status/1980250145553015065) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-20T12:30Z 31K followers, 6201 engagements


"$SCHL is up XX% since the July post. No clear reason for this run-up. Q1 results were subpar and I havent seen any other news. Is the market just gaining more confidence in SCHLs ability to sell its real estate more easily (with rate-cut expectations rising) Anyways r/r not great anymore here"  
[X Link](https://x.com/InvestSpecial/status/1980555058468053439) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-21T08:41Z 31K followers, 4980 engagements