[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @InvestSpecial Dalius - Special Sits Dalton Investments, a US-based activist fund, is urging Fuji Media (4676.T) to speed up asset sales, including a full spin-off of its real estate holdings, and focus on content creation to boost ROE, profitability, and close the conglomerate discount. This is Dalton's latest campaign, following their focus on Japan for decades, practicing value-driven constructive engagement. They push small-caps to unlock value through asset sales, capital returns, and more. ### Engagements: XXXXX [#](/creator/twitter::3095079461/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX +57% - X Months XXXXXXXXX +155% - X Year XXXXXXXXX +58% ### Mentions: XX [#](/creator/twitter::3095079461/posts_active)  - X Week XXX -XX% - X Month XXX +18% - X Months XXX +148% - X Year XXX +125% ### Followers: XXXXXX [#](/creator/twitter::3095079461/followers)  - X Week XXXXXX +1.70% - X Month XXXXXX +4.40% - X Months XXXXXX +11% - X Year XXXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::3095079461/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXX% [countries](/list/countries) XXX% [cryptocurrencies](/list/cryptocurrencies) XXX% **Social topic influence** [business](/topic/business) 2.7%, [arb](/topic/arb) #75, [$xpof](/topic/$xpof) #1, [2x](/topic/2x) 1.8%, [debt](/topic/debt) #907, [$ocias](/topic/$ocias) #68, [investment](/topic/investment) #3563, [$tic](/topic/$tic) #1, [fitness](/topic/fitness) 0.9%, [strong](/topic/strong) XXX% **Top accounts mentioned or mentioned by** [@joinyellowbrick](/creator/undefined) [@deepsailcapital](/creator/undefined) [@alluvialcapital](/creator/undefined) [@halviocapital](/creator/undefined) [@millervalue](/creator/undefined) [@lonewolftwit58](/creator/undefined) [@luisvsanchez777](/creator/undefined) [@dsmoak98](/creator/undefined) [@whithuguley](/creator/undefined) [@headwaterscap](/creator/undefined) [@gatorcapital](/creator/undefined) [@fairlightcap](/creator/undefined) [@tourlite](/creator/undefined) [@aboveavgodds](/creator/undefined) [@choiceequities](/creator/undefined) [@gwinvestors](/creator/undefined) [@massifcap](/creator/undefined) [@brownadvisory](/creator/undefined) [@davidein](/creator/undefined) [@kingdomcapadv](/creator/undefined) **Top assets mentioned** [Acuren Corporation (TIC)](/topic/$tic) [Planet Fitness, Inc. (PLNT)](/topic/$plnt) [Golar LNG Ltd (GLNG)](/topic/$glng) [Hologic, Inc. (HOLX)](/topic/$holx) [MX Token (MX)](/topic/$mx) [APi Group Corporation (APG)](/topic/$apg) [Goldman Sachs (GS)](/topic/goldman-sachs) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [NVR, Inc. (NVR)](/topic/$nvr) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) ### Top Social Posts Top posts by engagements in the last XX hours "8/ $XPOF pitch by @CapitalVoss Franchisor of boutique fitness brands with an asset-light recurring revenue model. Current valuation implies terminal decline but headline metrics mask strong unit economics. A highly asymmetric setup" [X Link](https://x.com/InvestSpecial/status/1994744509163606324) 2025-11-29T12:25Z 32.6K followers, 6735 engagements "$XPOF trades at 6x 2026 EBITDA vs. $PLNT at 2021x. Club Pilates alone likely does $105M EBITDA; at a conservative 1113x thats $13$17/share 2x todays price before giving any value to Pure Barre YogaSix BFT or StretchLab" [X Link](https://x.com/InvestSpecial/status/1994744512053481821) 2025-11-29T12:25Z 32.6K followers, 6465 engagements "@LuisVSanchez777 @dsmoak98 @alluvialcapital 10/ $BIJ pitch by @gbcvalue Small-cap German-based omni-channel retailer that operates in the fashion jewelry and accessories space. Family-owned and operated company with an impressive and long-term track record of capital allocation in recession-resilient business" [X Link](https://x.com/InvestSpecial/status/1758067521201091063) 2024-02-15T09:55Z 32.6K followers, 5476 engagements "I was clearly too conservative on $SCHL RE. - X property sales w/ $400m net proceeds vs my $200250m est. - Stock +30% since July yet no reaction to the sale announcement perhaps due to pricey leasebacks. - Even so looks cheap at 2.5x lease-adj. XX EBITDA. Any thoughts" [X Link](https://x.com/InvestSpecial/status/1996973589774606557) 2025-12-05T16:03Z 32.6K followers, 12K engagements "If anyone is interested in the $OCI setup I just made the pitch public. With slightly lower prices today and management's commitment to capital returns the situation is even more attractive today. For more details full pitch on $OCI.AS is here:" [X Link](https://x.com/InvestSpecial/status/1776166951766659499) 2024-04-05T08:36Z 32.6K followers, 15.8K 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) 2025-09-26T11:27Z 32.5K followers, 18.9K engagements "Any thoughts on $HOLX free CVR setup HOLX is a $17bn mcap company being acquired by Blackstone and TPG for $76/share plus a $X CVR tied to sales performance in one of the segments. The stock currently trades at about a X% spread to the cash offer with the CVR effectively free. Moreover the downside to pre-announcement levels is only about 10%. Despite the size of the deal free CVR + limited downside made me want to take a closer look at this. The CVR payouts depend on revenue growth in the Breast Health segment over the next two years. The main issue is that the CVR payout looks very" [X Link](https://x.com/InvestSpecial/status/1982952953557483870) 2025-10-27T23:30Z 32.5K followers, 5816 engagements "Here is 3D's latest campaign: 3D Investment Partners is pressing NS Solutions (2327.T) to break free from parent Nippon Steel arguing that conflicts of interest are suppressing margins growth and capital returns" [X Link](https://x.com/InvestSpecial/status/1983463535234658409) 2025-10-29T09:18Z 32.5K followers, XXX engagements "3/ Dalton Investments U.S.-based Dalton Investments has been focusing on Japan for decades practicing value-driven constructive engagement and pushing small-caps to unlock value through asset sales capital returns and more. Again link to their campaigns below" [X Link](https://x.com/InvestSpecial/status/1983463546358055011) 2025-10-29T09:18Z 32.5K followers, XXX engagements "Here is Dalton's latest campaign: Activist is urging Fuji Media (4676.T) to speed up asset sales including a full spin-off of its real estate holdings and focus entirely on content creation to boost ROE profitability and close the conglomerate discount" [X Link](https://x.com/InvestSpecial/status/1983463549809893683) 2025-10-29T09:18Z 32.5K followers, XXX engagements "4/ Strategic Capital A Tokyo-based activist fund founded by veteran investor Tsuyoshi Maruki. Strategic Capital is known for targeting balance sheet inefficiencies (e.g. excessive cross-shareholdings cash hoards) at traditional Japanese companies" [X Link](https://x.com/InvestSpecial/status/1983463553014370510) 2025-10-29T09:18Z 32.5K followers, XXX engagements "Here is Strategic's latest campaign: Activist is targeting GungHo Online Entertainment (3765.T) pushing for executive pay reform higher dividends and aggressive share cancellations to boost shareholder returns after years of weak performance" [X Link](https://x.com/InvestSpecial/status/1983463556193624334) 2025-10-29T09:18Z 32.5K followers, XXX engagements "Never-ending sale saga at $MX. A $30/shr deal collapsed in 2021 now the stock trades near $XXXX. This year $7/shr buyout rumors went nowhere. Now an XXX% activist has filed a 13D and is engaging with management. Strategic review ongoing. Anyone digging into this" [X Link](https://x.com/InvestSpecial/status/1994000987296813441) 2025-11-27T11:10Z 32.5K followers, 9267 engagements "Based on the current pipeline new capacity could ramp to 45K units annually $300M revenue and XX% adj. EBITDA. Valuing the company at 20x mid-term EBITDA in line with precedent deals in the space suggests potential 6x upside" [X Link](https://x.com/InvestSpecial/status/1994744496555528541) 2025-11-29T12:25Z 32.5K followers, 7906 engagements "6/ $NBR pitch by @MillerValue Valued like a declining oilfield services driller but rapidly evolving into a tech-enabled automation and digital drilling platform. Recent acquisition doubles its high-margin tech segment adds synergies and accelerates FCF and deleveraging" [X Link](https://x.com/InvestSpecial/status/1994744499449258415) 2025-11-29T12:25Z 32.5K followers, 7899 engagements "Despite the transformation the market still misprices BEZ. An asset-light business with a durable niche shouldnt trade at a mid-single-digit multiple. The market remains anchored to its past. Fair value is at least 2x as execution continues and cash is deployed" [X Link](https://x.com/InvestSpecial/status/1994744522488910260) 2025-11-29T12:25Z 32.5K followers, 7793 engagements "Just finished the new Goehring & Rozencwajg letter worth the time. Im not an energy or commodities guy but if you want a sense of where the market might be heading their letters are must-reads even if you disagree. Link below👇" [X Link](https://x.com/InvestSpecial/status/1995102738619699511) 2025-11-30T12:08Z 32.5K followers, 30.5K engagements "41. @AboveAvgOdds (Value + SSI) XX. @Choice_Equities (Value + SSI) XX. @GWInvestors (Value + SSI) XX. @massifcap (Value + SSI) XX. @BrownAdvisory (Value) XX. @davidein (Value) XX. @HalvioCapital (Value) XX. @MillerValue (Value) XX. @kingdomcapadv (Value + Special Sits) XX. @RJInvMgmt (Value) XX. @BobRobotti (Value) XX. @TAMIM_A_M (Value) XX. @horosfunds (Value) XX. @CrossroadsOnX (Value) XX. @davidhpolansky from Immersion (Value) XX. @HorizonKinetics (Value) XX. @MattPetersonCFA (Value) XX. 13D Activist Fund (Special Sits) XX. Emeth Value (Value) XX. Rewey Asset Management (Value) XX. L1" [X Link](https://x.com/InvestSpecial/status/1996157516057546996) 2025-12-03T10:00Z 32.5K followers, 3455 engagements "$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) 2025-07-02T08:55Z 32.6K followers, 18.3K engagements "Interesting pitch on $DERM from Summers Value Partners Emrosi new FDA-approved rosacea drug launched Apr XX. Already $15M+ run-rate patent thru 2039 $100M+ sales potential. Could drive profitability by XX PT $20" [X Link](https://x.com/InvestSpecial/status/1969015297202889183) 2025-09-19T12:26Z 32.6K followers, 4774 engagements "Interesting pitch by Black Bear Value Partners on $LXS.DE Lanxess is a specialty chemicals co selling its more cyclical and capital-intensive biz in favor of stickier lower-capital-intensity ones. Trades at a 15-20% mid-cycle FCF yield. Buybacks expected to kick in" [X Link](https://x.com/InvestSpecial/status/1983883289006928382) 2025-10-30T13:06Z 32.6K followers, 6050 engagements "New potential multibagger from @_Tourlite= $TIC - Regulation-driven industrial inspection + asset integrity platform with recurring revenue - Recent acquisitions add scale synergies and cross-sell upside - Clear parallels to $APG margin-inflection play in a regulated market" [X Link](https://x.com/InvestSpecial/status/1993797913571713063) 2025-11-26T21:44Z 32.6K followers, 43.5K engagements "Im spending the weekend sifting through Q3 2025 investor letters. Cut the macro fluff kept the good stuff. Ended up with XX high conviction ideas. A few of these look like multibaggers. Lets dive in 🧵" [X Link](https://x.com/InvestSpecial/status/1994744462409335154) 2025-11-29T12:25Z 32.6K followers, 120.8K engagements "3/ $TIC pitch by @_Tourlite Provider of asset integrity services that keep industrial facilities safe and compliant. Recurring revenue driven by required inspections and maintenance across critical infrastructure a steady regulation-driven business model" [X Link](https://x.com/InvestSpecial/status/1994744484199117233) 2025-11-29T12:25Z 32.6K followers, 10K engagements "The ultimate 2026 Outlook reading list.📚 Ive aggregated the full year-ahead reports from the XX largest investment banks. Enjoy. 👇 1) Goldman Sachs: 2) J.P. Morgan: 3) HSBC: 4) Wells Fargo: 5) Barclays: 6) BNP Paribas: 7) Invesco: 8) LaSalle: 9) T. Rowe Price: 10) Allianz: 11) S&P Global: 12) BlackRock: 13) Deloitte: 14) ING: 15) LaSalle:" [X Link](https://x.com/InvestSpecial/status/1995433047823405322) 2025-12-01T10:01Z 32.6K followers, 124.5K engagements "1/ charlie479 (active 2001-2009) - X wins - Well-known in the value investing community (Norbert Lou) - One of the most legendary VIC runs with the highest win rate (6 out of X pitches) - My favourite pitch: $NVR a massive multibagger" [X Link](https://x.com/InvestSpecial/status/1995803851220230245) 2025-12-02T10:34Z 32.6K followers, 3989 engagements "2/ aviclara181 (active 2007-present) - X wins - Member with one of the highest average ratings per pitch - Long/short value investor mostly focused on mid-cap equities - My favourite pitch: $TEVA 3x'ed in less than two years" [X Link](https://x.com/InvestSpecial/status/1995803854135345512) 2025-12-02T10:34Z 32.6K followers, 3865 engagements "Asymmetric merger arb with capped downside - Improved bid in the next XXX months looks likely - Local billionaire controls XX% - Zero-premium offer lobbed - Activist just bought 5%+ above the bid P.S. The free trial for my blog expires tonight so be sure to check it out" [X Link](https://x.com/InvestSpecial/status/1996248067419545895) 2025-12-03T16:00Z 32.6K followers, 5934 engagements "My favorite M&A deals. A detailed list of the top XX underfollowed arb setups with expected overbids and wide spreads. Full research and pitches are available on SSI. P.S. The free trial for my blog expires tonight so be sure to check it out" [X Link](https://x.com/InvestSpecial/status/1996293360538321315) 2025-12-03T19:00Z 32.6K followers, 13K engagements "Silver Point Capital a large special sitsfocused fund continues to increase its stake and is now at 10%. EGM is on Dec XX. If we dont see a bump from $EM's management by then it looks like both Hillhouse and Silver Point will take the dissenting rights route" [X Link](https://x.com/InvestSpecial/status/1996893590476542185) 2025-12-05T10:45Z 32.6K followers, 21.1K engagements "Timely merger arb w/ closing expected shortly. - Despite the recent sell-off on soft quarterly results the deal likely proceeds. - Buyer knew the issues yet still signed the def. agreement owns XX% and is fully committed to the turnaround. - The spread is way too wide" [X Link](https://x.com/InvestSpecial/status/1997018136298545223) 2025-12-05T19:00Z 32.6K followers, 5393 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@InvestSpecial Dalius - Special Sits
Dalton Investments, a US-based activist fund, is urging Fuji Media (4676.T) to speed up asset sales, including a full spin-off of its real estate holdings, and focus on content creation to boost ROE, profitability, and close the conglomerate discount. This is Dalton's latest campaign, following their focus on Japan for decades, practicing value-driven constructive engagement. They push small-caps to unlock value through asset sales, capital returns, and more.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXX +57%
- X Months XXXXXXXXX +155%
- X Year XXXXXXXXX +58%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +18%
- X Months XXX +148%
- X Year XXX +125%
Followers: XXXXXX #
- X Week XXXXXX +1.70%
- X Month XXXXXX +4.40%
- X Months XXXXXX +11%
- X Year XXXXXX +19%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXX% countries XXX% cryptocurrencies XXX%
Social topic influence business 2.7%, arb #75, $xpof #1, 2x 1.8%, debt #907, $ocias #68, investment #3563, $tic #1, fitness 0.9%, strong XXX%
Top accounts mentioned or mentioned by @joinyellowbrick @deepsailcapital @alluvialcapital @halviocapital @millervalue @lonewolftwit58 @luisvsanchez777 @dsmoak98 @whithuguley @headwaterscap @gatorcapital @fairlightcap @tourlite @aboveavgodds @choiceequities @gwinvestors @massifcap @brownadvisory @davidein @kingdomcapadv
Top assets mentioned Acuren Corporation (TIC) Planet Fitness, Inc. (PLNT) Golar LNG Ltd (GLNG) Hologic, Inc. (HOLX) MX Token (MX) APi Group Corporation (APG) Goldman Sachs (GS) HSBC Holdings PLC (HSBC) NVR, Inc. (NVR) Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)
Top Social Posts
Top posts by engagements in the last XX hours
"8/ $XPOF pitch by @CapitalVoss Franchisor of boutique fitness brands with an asset-light recurring revenue model. Current valuation implies terminal decline but headline metrics mask strong unit economics. A highly asymmetric setup"
X Link 2025-11-29T12:25Z 32.6K followers, 6735 engagements
"$XPOF trades at 6x 2026 EBITDA vs. $PLNT at 2021x. Club Pilates alone likely does $105M EBITDA; at a conservative 1113x thats $13$17/share 2x todays price before giving any value to Pure Barre YogaSix BFT or StretchLab"
X Link 2025-11-29T12:25Z 32.6K followers, 6465 engagements
"@LuisVSanchez777 @dsmoak98 @alluvialcapital 10/ $BIJ pitch by @gbcvalue Small-cap German-based omni-channel retailer that operates in the fashion jewelry and accessories space. Family-owned and operated company with an impressive and long-term track record of capital allocation in recession-resilient business"
X Link 2024-02-15T09:55Z 32.6K followers, 5476 engagements
"I was clearly too conservative on $SCHL RE. - X property sales w/ $400m net proceeds vs my $200250m est. - Stock +30% since July yet no reaction to the sale announcement perhaps due to pricey leasebacks. - Even so looks cheap at 2.5x lease-adj. XX EBITDA. Any thoughts"
X Link 2025-12-05T16:03Z 32.6K followers, 12K engagements
"If anyone is interested in the $OCI setup I just made the pitch public. With slightly lower prices today and management's commitment to capital returns the situation is even more attractive today. For more details full pitch on $OCI.AS is here:"
X Link 2024-04-05T08:36Z 32.6K followers, 15.8K 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 2025-09-26T11:27Z 32.5K followers, 18.9K engagements
"Any thoughts on $HOLX free CVR setup HOLX is a $17bn mcap company being acquired by Blackstone and TPG for $76/share plus a $X CVR tied to sales performance in one of the segments. The stock currently trades at about a X% spread to the cash offer with the CVR effectively free. Moreover the downside to pre-announcement levels is only about 10%. Despite the size of the deal free CVR + limited downside made me want to take a closer look at this. The CVR payouts depend on revenue growth in the Breast Health segment over the next two years. The main issue is that the CVR payout looks very"
X Link 2025-10-27T23:30Z 32.5K followers, 5816 engagements
"Here is 3D's latest campaign: 3D Investment Partners is pressing NS Solutions (2327.T) to break free from parent Nippon Steel arguing that conflicts of interest are suppressing margins growth and capital returns"
X Link 2025-10-29T09:18Z 32.5K followers, XXX engagements
"3/ Dalton Investments U.S.-based Dalton Investments has been focusing on Japan for decades practicing value-driven constructive engagement and pushing small-caps to unlock value through asset sales capital returns and more. Again link to their campaigns below"
X Link 2025-10-29T09:18Z 32.5K followers, XXX engagements
"Here is Dalton's latest campaign: Activist is urging Fuji Media (4676.T) to speed up asset sales including a full spin-off of its real estate holdings and focus entirely on content creation to boost ROE profitability and close the conglomerate discount"
X Link 2025-10-29T09:18Z 32.5K followers, XXX engagements
"4/ Strategic Capital A Tokyo-based activist fund founded by veteran investor Tsuyoshi Maruki. Strategic Capital is known for targeting balance sheet inefficiencies (e.g. excessive cross-shareholdings cash hoards) at traditional Japanese companies"
X Link 2025-10-29T09:18Z 32.5K followers, XXX engagements
"Here is Strategic's latest campaign: Activist is targeting GungHo Online Entertainment (3765.T) pushing for executive pay reform higher dividends and aggressive share cancellations to boost shareholder returns after years of weak performance"
X Link 2025-10-29T09:18Z 32.5K followers, XXX engagements
"Never-ending sale saga at $MX. A $30/shr deal collapsed in 2021 now the stock trades near $XXXX. This year $7/shr buyout rumors went nowhere. Now an XXX% activist has filed a 13D and is engaging with management. Strategic review ongoing. Anyone digging into this"
X Link 2025-11-27T11:10Z 32.5K followers, 9267 engagements
"Based on the current pipeline new capacity could ramp to 45K units annually $300M revenue and XX% adj. EBITDA. Valuing the company at 20x mid-term EBITDA in line with precedent deals in the space suggests potential 6x upside"
X Link 2025-11-29T12:25Z 32.5K followers, 7906 engagements
"6/ $NBR pitch by @MillerValue Valued like a declining oilfield services driller but rapidly evolving into a tech-enabled automation and digital drilling platform. Recent acquisition doubles its high-margin tech segment adds synergies and accelerates FCF and deleveraging"
X Link 2025-11-29T12:25Z 32.5K followers, 7899 engagements
"Despite the transformation the market still misprices BEZ. An asset-light business with a durable niche shouldnt trade at a mid-single-digit multiple. The market remains anchored to its past. Fair value is at least 2x as execution continues and cash is deployed"
X Link 2025-11-29T12:25Z 32.5K followers, 7793 engagements
"Just finished the new Goehring & Rozencwajg letter worth the time. Im not an energy or commodities guy but if you want a sense of where the market might be heading their letters are must-reads even if you disagree. Link below👇"
X Link 2025-11-30T12:08Z 32.5K followers, 30.5K engagements
"41. @AboveAvgOdds (Value + SSI) XX. @Choice_Equities (Value + SSI) XX. @GWInvestors (Value + SSI) XX. @massifcap (Value + SSI) XX. @BrownAdvisory (Value) XX. @davidein (Value) XX. @HalvioCapital (Value) XX. @MillerValue (Value) XX. @kingdomcapadv (Value + Special Sits) XX. @RJInvMgmt (Value) XX. @BobRobotti (Value) XX. @TAMIM_A_M (Value) XX. @horosfunds (Value) XX. @CrossroadsOnX (Value) XX. @davidhpolansky from Immersion (Value) XX. @HorizonKinetics (Value) XX. @MattPetersonCFA (Value) XX. 13D Activist Fund (Special Sits) XX. Emeth Value (Value) XX. Rewey Asset Management (Value) XX. L1"
X Link 2025-12-03T10:00Z 32.5K followers, 3455 engagements
"$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 2025-07-02T08:55Z 32.6K followers, 18.3K engagements
"Interesting pitch on $DERM from Summers Value Partners Emrosi new FDA-approved rosacea drug launched Apr XX. Already $15M+ run-rate patent thru 2039 $100M+ sales potential. Could drive profitability by XX PT $20"
X Link 2025-09-19T12:26Z 32.6K followers, 4774 engagements
"Interesting pitch by Black Bear Value Partners on $LXS.DE Lanxess is a specialty chemicals co selling its more cyclical and capital-intensive biz in favor of stickier lower-capital-intensity ones. Trades at a 15-20% mid-cycle FCF yield. Buybacks expected to kick in"
X Link 2025-10-30T13:06Z 32.6K followers, 6050 engagements
"New potential multibagger from @_Tourlite= $TIC - Regulation-driven industrial inspection + asset integrity platform with recurring revenue - Recent acquisitions add scale synergies and cross-sell upside - Clear parallels to $APG margin-inflection play in a regulated market"
X Link 2025-11-26T21:44Z 32.6K followers, 43.5K engagements
"Im spending the weekend sifting through Q3 2025 investor letters. Cut the macro fluff kept the good stuff. Ended up with XX high conviction ideas. A few of these look like multibaggers. Lets dive in 🧵"
X Link 2025-11-29T12:25Z 32.6K followers, 120.8K engagements
"3/ $TIC pitch by @_Tourlite Provider of asset integrity services that keep industrial facilities safe and compliant. Recurring revenue driven by required inspections and maintenance across critical infrastructure a steady regulation-driven business model"
X Link 2025-11-29T12:25Z 32.6K followers, 10K engagements
"The ultimate 2026 Outlook reading list.📚 Ive aggregated the full year-ahead reports from the XX largest investment banks. Enjoy. 👇 1) Goldman Sachs: 2) J.P. Morgan: 3) HSBC: 4) Wells Fargo: 5) Barclays: 6) BNP Paribas: 7) Invesco: 8) LaSalle: 9) T. Rowe Price: 10) Allianz: 11) S&P Global: 12) BlackRock: 13) Deloitte: 14) ING: 15) LaSalle:"
X Link 2025-12-01T10:01Z 32.6K followers, 124.5K engagements
"1/ charlie479 (active 2001-2009) - X wins - Well-known in the value investing community (Norbert Lou) - One of the most legendary VIC runs with the highest win rate (6 out of X pitches) - My favourite pitch: $NVR a massive multibagger"
X Link 2025-12-02T10:34Z 32.6K followers, 3989 engagements
"2/ aviclara181 (active 2007-present) - X wins - Member with one of the highest average ratings per pitch - Long/short value investor mostly focused on mid-cap equities - My favourite pitch: $TEVA 3x'ed in less than two years"
X Link 2025-12-02T10:34Z 32.6K followers, 3865 engagements
"Asymmetric merger arb with capped downside - Improved bid in the next XXX months looks likely - Local billionaire controls XX% - Zero-premium offer lobbed - Activist just bought 5%+ above the bid P.S. The free trial for my blog expires tonight so be sure to check it out"
X Link 2025-12-03T16:00Z 32.6K followers, 5934 engagements
"My favorite M&A deals. A detailed list of the top XX underfollowed arb setups with expected overbids and wide spreads. Full research and pitches are available on SSI. P.S. The free trial for my blog expires tonight so be sure to check it out"
X Link 2025-12-03T19:00Z 32.6K followers, 13K engagements
"Silver Point Capital a large special sitsfocused fund continues to increase its stake and is now at 10%. EGM is on Dec XX. If we dont see a bump from $EM's management by then it looks like both Hillhouse and Silver Point will take the dissenting rights route"
X Link 2025-12-05T10:45Z 32.6K followers, 21.1K engagements
"Timely merger arb w/ closing expected shortly. - Despite the recent sell-off on soft quarterly results the deal likely proceeds. - Buyer knew the issues yet still signed the def. agreement owns XX% and is fully committed to the turnaround. - The spread is way too wide"
X Link 2025-12-05T19:00Z 32.6K followers, 5393 engagements