# ![@LeverageValueP Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1868970620995686400.png) @LeverageValueP Leverage Value Partners

Leverage Value Partners posts on X about $bti, $spgi, $bats, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1868970620995686400/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1868970620995686400/c:line/m:interactions.svg)

- [--] Week [------] +269%
- [--] Month [------] +133%
- [--] Months [------] -88%
- [--] Year [-------] +247%

### Mentions: [--] [#](/creator/twitter::1868970620995686400/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1868970620995686400/c:line/m:posts_active.svg)

- [--] Week [--] +4.80%
- [--] Month [--] +33%
- [--] Months [---] -74%
- [--] Year [---] +83%

### Followers: [-----] [#](/creator/twitter::1868970620995686400/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1868970620995686400/c:line/m:followers.svg)

- [--] Week [-----] +0.33%
- [--] Month [-----] +1.70%
- [--] Months [-----] +1.50%
- [--] Year [-----] +312%

### CreatorRank: [-------] [#](/creator/twitter::1868970620995686400/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1868970620995686400/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  44.86% [finance](/list/finance)  34.58% [cryptocurrencies](/list/cryptocurrencies)  7.48% [countries](/list/countries)  4.67% [financial services](/list/financial-services)  2.8% [exchanges](/list/exchanges)  0.93% [fashion brands](/list/fashion-brands)  0.93% [technology brands](/list/technology-brands)  0.93%

**Social topic influence**
[$bti](/topic/$bti) #12, [$spgi](/topic/$spgi) #59, [$bats](/topic/$bats) #14, [stocks](/topic/stocks) 5.61%, [strong](/topic/strong) 4.67%, [$cnq](/topic/$cnq) 4.67%, [$deo](/topic/$deo) #57, [dividend](/topic/dividend) #311, [$mo](/topic/$mo) 4.67%, [debt](/topic/debt) 3.74%

**Top accounts mentioned or mentioned by**
[@michaelaarouet](/creator/undefined) [@stockmktnewz](/creator/undefined) [@deitaone](/creator/undefined) [@geigercapital](/creator/undefined) [@qualityinvest5](/creator/undefined) [@zerohedge](/creator/undefined) [@kobeissiletter](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@wwillowresearch](/creator/undefined) [@joecarlsonshow](/creator/undefined) [@dividenddudex](/creator/undefined) [@boringbiz](/creator/undefined) [@ramcocapital](/creator/undefined) [@ericnuttall](/creator/undefined) [@tidefallcapital](/creator/undefined) [@marcslans](/creator/undefined) [@dividendtalks](/creator/undefined) [@bourboninsider](/creator/undefined) [@schuldensuehner](/creator/undefined) [@renesellmann](/creator/undefined)

**Top assets mentioned**
[British American Tobacco (BTI)](/topic/$bti) [S&P Global Inc (SPGI)](/topic/$spgi) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Diageo plc (DEO)](/topic/$deo) [Altria Group Inc (MO)](/topic/$mo) [iShares BTC Trust (IBIT)](/topic/$ibit) [Strategy (MSTR)](/topic/$mstr) [Philip Morris International Inc. (PM)](/topic/$pm) [BlackRock Inc (BLK)](/topic/blackrock) [Colgate-Palmolive Company (CL)](/topic/$cl) [Bitcoin (BTC)](/topic/bitcoin) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Fair Isaac, Corp. (FICO)](/topic/$fico) [BlackCoin (BLK)](/topic/$blk) [Ralph Lauren Corp (RL)](/topic/$rl) [Evotec SE (EVO)](/topic/$evo) [Ixcoin (IXC)](/topic/$ixc) [SPDR GOLD ETF (GLD)](/topic/$gld) [Decentral Games ICE (ICE)](/topic/$ice) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Moody's Corporation (MCO)](/topic/$mco) [Msci Inc (MSCI)](/topic/$msci) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Telus Corporation (TU)](/topic/$tu) [Rogers Communications, Inc. (RCI)](/topic/$rci) [BCE, Inc. (BCE)](/topic/$bce)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I still believe $BTI $BATS is one of the stocks with the most potential the market has to offer. It's a cash flow machine with strong brands and improving fundamentals"  
[X Link](https://x.com/LeverageValueP/status/1999867543054594166)  2025-12-13T15:42Z [----] followers, [----] engagements


"@RAMCOCAPITAL Why not 100X 🤠"  
[X Link](https://x.com/LeverageValueP/status/2022631727680885237)  2026-02-14T11:19Z [----] followers, [---] engagements


"@MichaelAArouet It's really destroyed Italy. different economies with different economic conditions can't have the same currency"  
[X Link](https://x.com/anyuser/status/1870726493745328199)  2024-12-22T07:02Z [----] followers, [----] engagements


"Great video from @ericnuttall. I'm bullish long-term on Canadian energy especially on $CNQ. You get oil sands and some gas exposure complemented with a 5% yield buybacks and great management. #oott Why "we remain bullish" on Canadian energy stocks: https://t.co/lcQHenngnD Why "we remain bullish" on Canadian energy stocks: https://t.co/lcQHenngnD"  
[X Link](https://x.com/LeverageValueP/status/1905286340691788021)  2025-03-27T15:50Z [----] followers, [----] engagements


"Alcohol stocks will be a great buys. For example look at Diageo $DEO. Great liquor brands but the real problem was (and still is) the valuation. Was [--] P/E now [--] and still expensive. When it will hit [--] P/E We might get a $BTI moment to buy this addictive products giant"  
[X Link](https://x.com/LeverageValueP/status/1936142553042370733)  2025-06-20T19:22Z [----] followers, 43.3K engagements


"$TCPC is a small weak BlackRock-managed BDC. I won't draw too many conclusions from this entity. $BLK 🚩 A BlackRock private debt fund expects to mark down the net value of its net assets 19% after a string of troubled loans weighed on results. The opaqueness must scare investors. 🚩 A BlackRock private debt fund expects to mark down the net value of its net assets 19% after a string of troubled loans weighed on results. The opaqueness must scare investors"  
[X Link](https://x.com/LeverageValueP/status/2014976237932810670)  2026-01-24T08:19Z [----] followers, [---] engagements


"@Geiger_Capital Split the G $DEO"  
[X Link](https://x.com/LeverageValueP/status/2017707143332262175)  2026-01-31T21:10Z [----] followers, [---] engagements


"@TidefallCapital $RL always had the style 🤣"  
[X Link](https://x.com/LeverageValueP/status/2020015116377551294)  2026-02-07T06:01Z [----] followers, [----] engagements


"@marc_slans Yes. Great price for this kind of quality"  
[X Link](https://x.com/LeverageValueP/status/2020017113344405688)  2026-02-07T06:09Z [----] followers, [---] engagements


"@DividendTalks Gotta love $SPGI at this price"  
[X Link](https://x.com/LeverageValueP/status/2020033941952971260)  2026-02-07T07:16Z [----] followers, [---] engagements


"@KobeissiLetter More red on $SPGI 🩸🫠"  
[X Link](https://x.com/LeverageValueP/status/2020156452984213819)  2026-02-07T15:23Z [----] followers, [--] engagements


"@BourbonInsider $SPGI great price"  
[X Link](https://x.com/LeverageValueP/status/2020239891117011455)  2026-02-07T20:54Z [----] followers, [----] engagements


"@Schuldensuehner $SPGI doesn't need to be here"  
[X Link](https://x.com/LeverageValueP/status/2020517862549418257)  2026-02-08T15:19Z [----] followers, [---] engagements


"@QualityInvest5 Bought more here. $SPGI under $450 is a bargain for a long-term hold"  
[X Link](https://x.com/LeverageValueP/status/2021278333204406499)  2026-02-10T17:41Z [----] followers, [---] engagements


"@DimitryNakhla Bullish $SPGI"  
[X Link](https://x.com/LeverageValueP/status/2021278587077153172)  2026-02-10T17:42Z [----] followers, [--] engagements


"@DimitryNakhla $SPGI 100%"  
[X Link](https://x.com/LeverageValueP/status/2021348565898101175)  2026-02-10T22:20Z [----] followers, [---] engagements


"@ReneSellmann Much better now. 20X is a good entry point"  
[X Link](https://x.com/LeverageValueP/status/2021455333177352325)  2026-02-11T05:24Z [----] followers, [---] engagements


"@F_Compounders $SPGI now 😵💫"  
[X Link](https://x.com/LeverageValueP/status/2021462082605154366)  2026-02-11T05:51Z [----] followers, [---] engagements


"Now that's an ugly chart. $DEO $DGE has been going straight down for five years now. Still waiting for it to be cheap cheap as $BTI $BATS was before the market re-rated. In short I'm still waiting for alcohol to have a Tobacco moment"  
[X Link](https://x.com/LeverageValueP/status/2012649838785990671)  2026-01-17T22:14Z [----] followers, [----] engagements


"Funny how quiet X is on Evolution Gaming $EVO $EVO.ST $EVVTY. Half a year ago everyone here pumped this stock. Stagnant price shook out most retail. Maybe thats exactly why its interesting again. Never follow the crowd"  
[X Link](https://x.com/LeverageValueP/status/2015405192968032513)  2026-01-25T12:43Z [----] followers, [----] engagements


"I think that some of the oilheads here will like a slice of ARAMCO $2222. $IXC $USO $CL #OOTT JUST IN: Saudi Arabias stock market Tadawul set to open up to all foreign investors tomorrow. https://t.co/PIg7pKmN9s JUST IN: Saudi Arabias stock market Tadawul set to open up to all foreign investors tomorrow. https://t.co/PIg7pKmN9s"  
[X Link](https://x.com/LeverageValueP/status/2017611018592018473)  2026-01-31T14:48Z [----] followers, [---] engagements


"Silver Gold and now Bitcoin. The dollar might have found its strength. All the "alternatives" got hit hard over this weekend. $SLV $GLD $BTC $IBIT $DXY"  
[X Link](https://x.com/LeverageValueP/status/2017696350217908374)  2026-01-31T20:27Z [----] followers, [---] engagements


"$MSTR got nuked. Saylor's leverage doesn't seem so smart now does it it's better to hold $BTC directly or through ETF like $IBIT"  
[X Link](https://x.com/LeverageValueP/status/2019436633632960966)  2026-02-05T15:43Z [----] followers, [---] engagements


"$MSTR is a crazy thing. Excessive leverage can break financial markets. I have been engaged in capital markets for [--] years and I can assure you that this is not a normal functioning market https://t.co/weyaUVgUqP I have been engaged in capital markets for [--] years and I can assure you that this is not a normal functioning market https://t.co/weyaUVgUqP"  
[X Link](https://x.com/LeverageValueP/status/2020014923825250701)  2026-02-07T06:01Z [----] followers, [---] engagements


"$SPGI Great entry point for a long term hold. Quality for a reasonable price"  
[X Link](https://x.com/LeverageValueP/status/2021293966373572743)  2026-02-10T18:43Z [----] followers, [---] engagements


"@QualityInvest5 Polymarket"  
[X Link](https://x.com/LeverageValueP/status/2022580435759296789)  2026-02-14T07:55Z [----] followers, [--] engagements


"@WWillowResearch That's inevitable. But I do believe that the new management won't find accretive M&A for this big a cash pile. They might just do a massive special divi"  
[X Link](https://x.com/LeverageValueP/status/2022709643877769217)  2026-02-14T16:28Z [----] followers, [--] engagements


"The big financial data meltdown. So Vibe coding can replace stock exchanges indexing and credit ratings AI wreaking havoc. $NDAQ $ICE $SPGI $MCO $MSCI"  
[X Link](https://x.com/LeverageValueP/status/2018785125816041973)  2026-02-03T20:34Z [----] followers, [----] engagements


"Turns out AI can't copy tobacco & nicotine. $BTI $BATS"  
[X Link](https://x.com/LeverageValueP/status/2020037475112976526)  2026-02-07T07:30Z [----] followers, [---] engagements


"@joecarlsonshow I know what I will do. $SPGI under $450 is a great long-term hold. You Can't vibe code proprietary data indices and credit rating"  
[X Link](https://x.com/LeverageValueP/status/2021286683732291597)  2026-02-10T18:14Z [----] followers, [----] engagements


"@TerryFranconia Polymarket kills them"  
[X Link](https://x.com/LeverageValueP/status/2022576562126688642)  2026-02-14T07:40Z [----] followers, [---] engagements


"@PSworldwide13 $CNQ"  
[X Link](https://x.com/LeverageValueP/status/2022688643215675829)  2026-02-14T15:05Z [----] followers, [---] engagements


"I am going to say something unimaginable. I believe that Berkshire Hathaway $BRK.B $BRK.A will pay a massive special dividend which will consume most of its cash pile. Size and "operational" management will lead to this"  
[X Link](https://x.com/LeverageValueP/status/2022698732287070625)  2026-02-14T15:45Z [----] followers, [---] engagements


"The CAD Teleco massacre isn't over. Dividend cuts are never priced in. $TU $RCI $BCE Looky looky. NCP was right about $BCE.TO $RCI.B $QBR.B and soon will be right about $T.TO when they cut the dividend and the company loses it multiple. Get out while you still can buy back after that. It is NOT priced in. Looky looky. NCP was right about $BCE.TO $RCI.B $QBR.B and soon will be right about $T.TO when they cut the dividend and the company loses it multiple. Get out while you still can buy back after that. It is NOT priced in"  
[X Link](https://x.com/LeverageValueP/status/2022614237856567768)  2026-02-14T10:09Z [----] followers, [---] engagements


"@Nostre_damus Saylor $MSTR"  
[X Link](https://x.com/LeverageValueP/status/2022745653697532401)  2026-02-14T18:51Z [----] followers, [--] engagements


"@zerohedge Bond market folded Trump"  
[X Link](https://x.com/LeverageValueP/status/1911049648313163868)  2025-04-12T13:31Z [----] followers, [----] engagements


"@Geiger_Capital Trump folded"  
[X Link](https://x.com/LeverageValueP/status/1911067685695222158)  2025-04-12T14:43Z [----] followers, [----] engagements


"@AutismCapital @SpergerResearch Maybe she uses inverse Cramer"  
[X Link](https://x.com/LeverageValueP/status/1911492985831006469)  2025-04-13T18:53Z [----] followers, [---] engagements


"@FirstSquawk Cracks are showing"  
[X Link](https://x.com/LeverageValueP/status/1911522698498355617)  2025-04-13T20:51Z [----] followers, [----] engagements


"@dlacalle_IA Inflation incoming"  
[X Link](https://x.com/LeverageValueP/status/1911696181563994118)  2025-04-14T08:21Z [----] followers, 10.4K engagements


"@zerohedge Good. Bond market is the key"  
[X Link](https://x.com/LeverageValueP/status/1911778017241715132)  2025-04-14T13:46Z [----] followers, [----] engagements


"@Geiger_Capital LatAm finally turning it's back to socialism"  
[X Link](https://x.com/LeverageValueP/status/1911780305431674898)  2025-04-14T13:55Z [----] followers, [----] engagements


"$CNQ is quality. Its the only oil stock I feel comfortable holding in size. The strong dividend and long reserve life help smooth out the ride. (Public) Canadian Natural Resources - Always Go With The Best $CNQ https://t.co/BI7yx50xEO https://t.co/UfEXv6H0Fz (Public) Canadian Natural Resources - Always Go With The Best $CNQ https://t.co/BI7yx50xEO https://t.co/UfEXv6H0Fz"  
[X Link](https://x.com/LeverageValueP/status/1911838615195308348)  2025-04-14T17:47Z [----] followers, [----] engagements


"@zerohedge April will be the month to see"  
[X Link](https://x.com/LeverageValueP/status/1912597269238477002)  2025-04-16T20:01Z [----] followers, [----] engagements


"Nicotine is the new king. Addiction is the strongest moat. $BTI $MO $PM $SPY"  
[X Link](https://x.com/anyuser/status/1913203159377342544)  2025-04-18T12:09Z [----] followers, [----] engagements


"Getting tired of saying this: Tobacco stocks are the perfect holding for today's market. $BTI $BATS $SPY"  
[X Link](https://x.com/anyuser/status/1914321887250784664)  2025-04-21T14:14Z [----] followers, [----] engagements


"@DividendDude_X You said it when it was under $500. And I guess you didn't bought it yet"  
[X Link](https://x.com/LeverageValueP/status/1918039779486138737)  2025-05-01T20:28Z [----] followers, [----] engagements


"@Mr_Derivatives Best contra sign: when everybody says the same thing it's time to inverse that"  
[X Link](https://x.com/LeverageValueP/status/1918196406004654144)  2025-05-02T06:50Z [----] followers, [----] engagements


"@StockMKTNewz [---] years of prespective give you that view"  
[X Link](https://x.com/LeverageValueP/status/1918686077918822406)  2025-05-03T15:16Z [----] followers, [----] engagements


"@CramerTracker Nothing is priced in"  
[X Link](https://x.com/LeverageValueP/status/1919423826753966556)  2025-05-05T16:07Z [----] followers, [----] engagements


"@DividendDude_X Be careful. 50% in one stock is a risky move"  
[X Link](https://x.com/LeverageValueP/status/1920157163500003610)  2025-05-07T16:41Z [----] followers, [----] engagements


"Time to buy some more $BTI I guess. Someone needs to help absorb Dart's selling pressure"  
[X Link](https://x.com/LeverageValueP/status/1920852932343304546)  2025-05-09T14:46Z [----] followers, [----] engagements


"@tobaccoinsider He is pushing down the stock. Good buying opportunity in my view"  
[X Link](https://x.com/LeverageValueP/status/1920857912471179510)  2025-05-09T15:06Z [----] followers, [----] engagements


"@StockMKTNewz"  
[X Link](https://x.com/LeverageValueP/status/1920887777031229676)  2025-05-09T17:05Z [----] followers, [----] engagements


"@DeItaone So they went to eat lunch 😂😂"  
[X Link](https://x.com/LeverageValueP/status/1921181200003092545)  2025-05-10T12:31Z [----] followers, [----] engagements


"@buccocapital Once the "Dividned" bros are in you know you are cooked"  
[X Link](https://x.com/LeverageValueP/status/1921296147559117252)  2025-05-10T20:07Z [----] followers, [----] engagements


"$PEP has done a full Rainbow move over the past [--] years. Are the brands broken Im starting to get a tingling feeling about the dividend"  
[X Link](https://x.com/anyuser/status/1921945490809053527)  2025-05-12T15:08Z [----] followers, 15.7K engagements


"I will buy more. Fundamentals are the same. A passing headwind gifts us a discount on $BTI $BATS.L Kenneth Dart's Spring MountainInvestments further reduces the BAT stake and now holds less than a 7% stake in BAT (vs. 10.5% a month ago) $bti $bats A third of the total holding (77.3 million shares) were sold in the last five weeks https://t.co/IeceJRA2Cs Kenneth Dart's Spring MountainInvestments further reduces the BAT stake and now holds less than a 7% stake in BAT (vs. 10.5% a month ago) $bti $bats A third of the total holding (77.3 million shares) were sold in the last five weeks"  
[X Link](https://x.com/LeverageValueP/status/1921957519007564057)  2025-05-12T15:55Z [----] followers, [----] engagements


"@StockMKTNewz Debt debt and more debt. America loves it"  
[X Link](https://x.com/LeverageValueP/status/1922643197647331531)  2025-05-14T13:20Z [----] followers, 14.2K engagements


"This will be epic for $BTI $BATS.L and $MO. Also a big win for the law and public safety HHS Secretary RFK Jr. re-iterated his commitment to remove illegal vapes from the U.S. market: We are gonna wipe them out. We are gonna get rid of all of them https://t.co/rkQmwhkTCw RFK Jr.s comments are in line with the recent statements of the new U.S. FDA Commissioner HHS Secretary RFK Jr. re-iterated his commitment to remove illegal vapes from the U.S. market: We are gonna wipe them out. We are gonna get rid of all of them https://t.co/rkQmwhkTCw RFK Jr.s comments are in line with the recent"  
[X Link](https://x.com/LeverageValueP/status/1922989448196710546)  2025-05-15T12:16Z [----] followers, [----] engagements


"Markets sometimes aren't efficient. BAT is superior to Altria in every metric yet the UK discount is so strong that $BTI is being ignored while $MO gets the love. @nicotinecap Company [--] has been burning cash for years has no big RRP and is fighting extinction. Company [--] is growing double digits is expanding its margins has stable volumes and has one of the best management teams in the market. Company [--] is in a big turnaround is the only full global https://t.co/aZOKJIPJOV @nicotinecap Company [--] has been burning cash for years has no big RRP and is fighting extinction. Company [--] is growing"  
[X Link](https://x.com/LeverageValueP/status/1923312036164854071)  2025-05-16T09:38Z [----] followers, [----] engagements


"@DeItaone And Trump thinks he can negotiate with those people 😂"  
[X Link](https://x.com/LeverageValueP/status/1923681895713218664)  2025-05-17T10:07Z [----] followers, [----] engagements


"@DeItaone My man doesn't know that costs always pass on to the customer"  
[X Link](https://x.com/LeverageValueP/status/1923751807148306852)  2025-05-17T14:45Z [----] followers, [----] engagements


"@KobeissiLetter $WMT has sub-3% net margins so they will surely pass it on"  
[X Link](https://x.com/LeverageValueP/status/1923752626904080773)  2025-05-17T14:49Z [----] followers, [----] engagements


"It's time for the federal government to cut Fannie and Freddie loose. They are essentially government-stock holdings with no remaining justification for continued control. It's time to return them to the free market. $FNMA $FMCC"  
[X Link](https://x.com/LeverageValueP/status/1924147841263370328)  2025-05-18T16:59Z [----] followers, 18.9K engagements


"@QualityInvest5 I don't like $UNH but CEO and insider buys are a good sign this isn't an Enron case"  
[X Link](https://x.com/LeverageValueP/status/1924455007102853515)  2025-05-19T13:20Z [----] followers, [---] engagements


"@MichaelAArouet Immigration from the 3rd islamic world can do that 🫤"  
[X Link](https://x.com/LeverageValueP/status/1926017509074801026)  2025-05-23T20:48Z [----] followers, [----] engagements


"Good strategic move. $BTI $BATS need to use all available cash to do more buybacks (and lower debt) to enhance shareholder value. British American Tobacco completed the block trade of [---] million ITC shares: 2.5% of ITCs issued ordinary share capital (more than previously communicated) $bti $bats https://t.co/IeceJRA2Cs - Net proceeds: [----] billion - Share buyback program increased by [---] million British American Tobacco completed the block trade of [---] million ITC shares: 2.5% of ITCs issued ordinary share capital (more than previously communicated) $bti $bats https://t.co/IeceJRA2Cs - Net"  
[X Link](https://x.com/LeverageValueP/status/1927651483115245909)  2025-05-28T09:01Z [----] followers, [----] engagements


"I see a lot of discussion around $BTI / $BATS trimming their ITC stake. In my view BAT is making a smart move by capitalizing on the premium multiple that ITC is trading at. Selling a stock at 24x P/E to buy back shares trading at 9x P/E makes a lot of sense"  
[X Link](https://x.com/LeverageValueP/status/1929272022170800602)  2025-06-01T20:21Z [----] followers, [---] engagements


"Solid update from the team at $BTI $BATS. I expect the stock to keep trending upward at a steady pace. BAT: H1 [----] Trading Update $bti $bats - H1 [----] revenue slightly ahead of guidance - U.S. to return to revenue & profit growth in H1 and FY25 Follow our live coverage: https://t.co/mxvNfz71LK FY25 Guidance: revenue growth of 1-2% operating profit growth of 1.5%-2.5% BAT: H1 [----] Trading Update $bti $bats - H1 [----] revenue slightly ahead of guidance - U.S. to return to revenue & profit growth in H1 and FY25 Follow our live coverage: https://t.co/mxvNfz71LK FY25 Guidance: revenue growth of"  
[X Link](https://x.com/LeverageValueP/status/1929820379146559585)  2025-06-03T08:40Z [----] followers, [----] engagements


"$BTI is really crushing itit's gone parabolic"  
[X Link](https://x.com/anyuser/status/1930647509044539792)  2025-06-05T15:26Z [----] followers, [----] engagements


"Why I don't invest in fashion & apparel exhibit A: $LULU"  
[X Link](https://x.com/LeverageValueP/status/1931077555055996973)  2025-06-06T19:55Z [----] followers, [----] engagements


"Tobacco is the cure for your portfolio. A VELO might help on the mental front too"  
[X Link](https://x.com/LeverageValueP/status/1932897456573788487)  2025-06-11T20:27Z [----] followers, [---] engagements


"The first three stocks show us that share buybacks aren't some magic formula that makes a stock go up. If done poorly dividends or debt paydown might be a better use of capital. 10y CAGR (inc. Dividneds): $MBI MBIA -3.13% $NAVI Navient 3.55% $BBBYQ Bad Bath & Beyond -55.26% Cannibal stocks: https://t.co/ebv1JTFmXU Cannibal stocks: https://t.co/ebv1JTFmXU"  
[X Link](https://x.com/LeverageValueP/status/1936345811211760071)  2025-06-21T08:49Z [----] followers, [---] engagements


"@StockMKTNewz $BTI. Nicotine is a strong investment thesis"  
[X Link](https://x.com/anyuser/status/1936433248957067695)  2025-06-21T14:37Z [----] followers, [----] engagements


"I believe $BTI $BATS still has upside from here. Considering the growth potential of Vuse and Velo along with the existing cigarette segment a 4.5% dividend yield seems like a reasonable target for fair value. Sunday Poll: At $49 (36) British American Tobacco shares are. $bti $bats - Overvalued - Fairly valued - Undervalued --- Past Polls: https://t.co/bf3VNNvV8U Sunday Poll: At $49 (36) British American Tobacco shares are. $bti $bats - Overvalued - Fairly valued - Undervalued --- Past Polls: https://t.co/bf3VNNvV8U"  
[X Link](https://x.com/LeverageValueP/status/1936826097011949594)  2025-06-22T16:38Z [----] followers, [----] engagements


"@BoringBiz_ Typical HR move"  
[X Link](https://x.com/LeverageValueP/status/1936872576917147880)  2025-06-22T19:43Z [----] followers, [----] engagements


"$BTI is still the most undervalued tobacco stock. Great brands will lead to golden future. Sunday Poll: 46% of the respondents think BAT shares are fairly-valued at $49 (36) while 43% see room for further price appreciation Sentiment on BAT is more positive than Altria and PMI at the current price levels $bti $bats $mo $pm --- Past polls: https://t.co/bf3VNNvV8U https://t.co/CdZMHOr8MW Sunday Poll: 46% of the respondents think BAT shares are fairly-valued at $49 (36) while 43% see room for further price appreciation Sentiment on BAT is more positive than Altria and PMI at the current price"  
[X Link](https://x.com/anyuser/status/1937233938075828261)  2025-06-23T19:38Z [----] followers, [----] engagements


"@leadlagreport Yes. Stimulus money quickly leave the masses pockets into the mega-corps"  
[X Link](https://x.com/LeverageValueP/status/1941478974863048748)  2025-07-05T12:47Z [----] followers, [----] engagements


"The disposable vape market is the Wild West rampant with poor quality control and toxic fumes. But a regulatory crackdown is coming and its paving the way for Big Tobacco $BTI to dominate with "safer" compliant alternatives. A massive market shift is underway. Geek Bar the best-selling disposable vape in the U.S. is in short supply https://t.co/VeqPClOaq1 In the game of regulatory Whac-A-Mole as Geek Bars footprint recedes space is opening up for new under-the-radar brands to take its place - just as Geek Bar once did Geek Bar the best-selling disposable vape in the U.S. is in short supply"  
[X Link](https://x.com/LeverageValueP/status/1941483292760604693)  2025-07-05T13:04Z [----] followers, [----] engagements


"This $FICO drop is a textbook case of valuation-induced volatility. Sure a new score competitor got into the $FNMA $FMCC arena (let them go free) but a 17% drop only happens when a stock gets that out of touch with reality. A moat leak is brutal at 60x P/E"  
[X Link](https://x.com/LeverageValueP/status/1942628546184392811)  2025-07-08T16:55Z [----] followers, [----] engagements


"@joecarlsonshow Well with $FICO valuation it was a matter of time until a reason will show up to slash the stock"  
[X Link](https://x.com/LeverageValueP/status/1942632992004005932)  2025-07-08T17:12Z [----] followers, [----] engagements


"@DeItaone He is crashing out"  
[X Link](https://x.com/LeverageValueP/status/1942634375599755536)  2025-07-08T17:18Z [----] followers, [----] engagements


"Nicotine never went anywhere. Addictive asset-light high yield high ROC brand and regulatory moat. Tobacco is king. $BTI $MO $PM $IMBBY"  
[X Link](https://x.com/anyuser/status/1943656984948986064)  2025-07-11T13:01Z [----] followers, [----] engagements


"@BillAckman Shame on IAG for this incident. They need to be held accountable"  
[X Link](https://x.com/LeverageValueP/status/1948445813849694370)  2025-07-24T18:10Z [----] followers, [----] engagements


"@MichaelAArouet Yes. Europe is the world leader in regulation 🤣"  
[X Link](https://x.com/LeverageValueP/status/1949001810984779899)  2025-07-26T07:00Z [----] followers, [----] engagements


"Juniper $JNPR rose fast in the '90s internet boom then crashed from overinvestment and oversupply despite tech success. $HPE just bought it for $14B. A reminder: even groundbreaking tech can lead to poor investor returns if hype fuels overcapacity. $NVDA $AMD"  
[X Link](https://x.com/LeverageValueP/status/1949379987552809384)  2025-07-27T08:03Z [----] followers, [---] engagements


"@MichaelAArouet [----] was such a big year. Gold Gold Gold"  
[X Link](https://x.com/LeverageValueP/status/1949383322733568085)  2025-07-27T08:16Z [----] followers, [---] engagements


"@BoringBiz_ He is *addicted* to the money"  
[X Link](https://x.com/LeverageValueP/status/1949466511137239052)  2025-07-27T13:46Z [----] followers, 11.9K engagements


"@StealthQE4 $DEO $STZ $BFB"  
[X Link](https://x.com/LeverageValueP/status/1970737593504448695)  2025-09-24T06:30Z [----] followers, [---] engagements


"@UnicusResearch $TCPC is bad"  
[X Link](https://x.com/LeverageValueP/status/2014946113187414197)  2026-01-24T06:19Z [----] followers, [---] engagements


"@ohcapideas Agree. $BUD is good but also $HEIA is decent buy for this trade"  
[X Link](https://x.com/LeverageValueP/status/1873307818004259246)  2024-12-29T09:59Z [----] followers, [---] engagements


"Finally this saga came to an end. Nippon Steel $NPSCY can really add value for US Steel $X. Might be good for the US steel industry long term. PRESIDENT TRUMP GREENLIGHTS NIPPON MERGER WITH US STEEL $X - CNBC PRESIDENT TRUMP GREENLIGHTS NIPPON MERGER WITH US STEEL $X - CNBC"  
[X Link](https://x.com/LeverageValueP/status/1926001374166204843)  2025-05-23T19:44Z [----] followers, [---] engagements


"The slide of Diageo continues. At $90 it is still expensive. It still needs to go down more for a "tobacco" moment in order to generate great returns. $DEO $DGE.L Alcohol stocks will be a great buys. For example look at Diageo $DEO. Great liquor brands but the real problem was (and still is) the valuation. Was [--] P/E now [--] and still expensive. When it will hit [--] P/E We might get a $BTI moment to buy this addictive products giant. https://t.co/J1ivp1gNM4 Alcohol stocks will be a great buys. For example look at Diageo $DEO. Great liquor brands but the real problem was (and still is) the"  
[X Link](https://x.com/LeverageValueP/status/1987055155075031548)  2025-11-08T07:10Z [----] followers, [---] engagements


"Cool mustache but this investor has been underperforming for years against the S&P [---]. His relatively new fund $WAGNX is up 2.59% since inception (2023) vs. $SPY's 41% returns. Mohnish Pabrai: "The Odds That The S&P Delivers over 5%/YEAR For The Next 10-15yrs Approximates ZERO" https://t.co/W392Qkm7X6 Mohnish Pabrai: "The Odds That The S&P Delivers over 5%/YEAR For The Next 10-15yrs Approximates ZERO" https://t.co/W392Qkm7X6"  
[X Link](https://x.com/LeverageValueP/status/1904212905937031437)  2025-03-24T16:45Z [----] followers, [---] engagements


"Trump announces a 25% tariff on foreign cars. This will be disastrous for car dealerships selling foreign cars. Guess what "Super-Investor" has exposure to dealerships That's correct the cool mustache man Pabrai. That's gonna hurt. $WAGNX $LAD $AN $ABG $GPI"  
[X Link](https://x.com/LeverageValueP/status/1905017270059008436)  2025-03-26T22:01Z [----] followers, [----] engagements


"And yet Canadian crude suffers toady 🥲 $CNQ Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for prestige & now we'd look bad if we lowered it https://t.co/MbWOGWECOY Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for prestige & now we'd"  
[X Link](https://x.com/anyuser/status/2008272097672388968)  2026-01-05T20:19Z [----] followers, [---] engagements


"And so it begins. $USO $CL $XLE $CNQ #OOTT Carrier strike group has arrived. Carrier strike group has arrived"  
[X Link](https://x.com/LeverageValueP/status/2015518193930895853)  2026-01-25T20:12Z [----] followers, [---] engagements


"CC funds like $JEPI $SPYI can be a valuable addition to a portfolio. During periods of volatility when the VIX spikes these funds generate higher premiums leading to increased payouts. This income can help investors stay the course providing an incentive to remain invested"  
[X Link](https://x.com/LeverageValueP/status/2015895673288237203)  2026-01-26T21:12Z [----] followers, [---] engagements


"Nothing's going on. Why would BlackRock $IBIT wait for the market to open to sell Bitcoin They need to track the price; this is the best way to track it. 🚨 BREAKING: BLACKROCK IS DUMPING HUNDREDS OF MILLIONS WORTH OF BTC AND ETH WHAT IS GOING ON https://t.co/XmdzHITW7B 🚨 BREAKING: BLACKROCK IS DUMPING HUNDREDS OF MILLIONS WORTH OF BTC AND ETH WHAT IS GOING ON https://t.co/XmdzHITW7B"  
[X Link](https://x.com/LeverageValueP/status/2017702825468256759)  2026-01-31T20:53Z [----] followers, [---] engagements


"Free to read article on my substack. Enjoy $PFFA $PFF $PGX PFFA: Why This Leveraged Preferred Shares ETF Should Be on Your Radar https://open.substack.com/pub/leveragevaluep/p/pffa-why-this-leveraged-preferredr=5enwmo&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/leveragevaluep/p/pffa-why-this-leveraged-preferredr=5enwmo&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/LeverageValueP/status/1999901781393035639)  2025-12-13T17:58Z [----] followers, [---] engagements


"The $XOM way of asking to subsidize. #OOTT (1/2) Exxon CEO Darren Woods' comments in the White House meeting about potentially making large new investments are VERY noncommittal though pledges near-term technical assessments. Need huge changes to commercial/legal frameworks. "Un-investible" right now but. #OOTT (1/2) Exxon CEO Darren Woods' comments in the White House meeting about potentially making large new investments are VERY noncommittal though pledges near-term technical assessments. Need huge changes to commercial/legal frameworks. "Un-investible" right now but. #OOTT"  
[X Link](https://x.com/LeverageValueP/status/2009903785427251208)  2026-01-10T08:22Z [----] followers, [---] engagements


"Trump is going into "hostile takeover" mode on Greenland 🙃 President Donald J. Trump has announced that he will impose a 10% tariff on all goods entering the United States from Denmark Finland France Germany the Netherlands Norway Sweden and the United Kingdom on February [--] until Denmark agrees to sell Greenland also citing https://t.co/845LSUarHY President Donald J. Trump has announced that he will impose a 10% tariff on all goods entering the United States from Denmark Finland France Germany the Netherlands Norway Sweden and the United Kingdom on February [--] until Denmark agrees to sell"  
[X Link](https://x.com/LeverageValueP/status/2012573486149964228)  2026-01-17T17:11Z [----] followers, [---] engagements


"Road to wealth: Bet yes - buy a plane ticket to Davos - infiltrate the summit - fart really hard 🤪 I bet $380 to win $12.57 that no one will audibly fart during Trump's speech in Davos. That's a 3% return in [--] days or 241% APR. Checked past WEF catering menus and they are mostly low fiber so this should be safe. https://t.co/yRDmadJO0E I bet $380 to win $12.57 that no one will audibly fart during Trump's speech in Davos. That's a 3% return in [--] days or 241% APR. Checked past WEF catering menus and they are mostly low fiber so this should be safe. https://t.co/yRDmadJO0E"  
[X Link](https://x.com/LeverageValueP/status/2012617717430243700)  2026-01-17T20:07Z [----] followers, [---] engagements


"Trump gonna move on Iran #OOTT $USO $BNO $XLE PRESIDENT TRUMP: Iran is looking at FREEDOM perhaps like never before. The USA stands ready to help https://t.co/xbYUgplo9o PRESIDENT TRUMP: Iran is looking at FREEDOM perhaps like never before. The USA stands ready to help https://t.co/xbYUgplo9o"  
[X Link](https://x.com/LeverageValueP/status/2010108938730254562)  2026-01-10T21:58Z [----] followers, [---] engagements


"@Tintincapital Nestl $NESN.SW is a great company and I think this is an excellent entry point. Id like to see the LOral stake sold as you mentioned which could make it a strong shareholder yield play"  
[X Link](https://x.com/LeverageValueP/status/1870829565091909783)  2024-12-22T13:51Z [----] followers, [---] engagements


"@yetundiscovered $NESN.SW is at a really good price. It offers a 4% yield and has a deeply rooted presence in consumer products. This company isnt going anywhere and its a pretty attractive entry price"  
[X Link](https://x.com/LeverageValueP/status/1873038087816921403)  2024-12-28T16:07Z [----] followers, [----] engagements

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