# ![@MaaizKhan Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::91210211.png) @MaaizKhan Maaiz Khan

Maaiz Khan posts on X about $rely, $immr, $bned, ai the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::91210211/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::91210211/c:line/m:interactions.svg)

- [--] Week [-----] +264%
- [--] Month [------] +357%
- [--] Months [------] +378%
- [--] Year [-------] +231%

### Mentions: [--] [#](/creator/twitter::91210211/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::91210211/c:line/m:posts_active.svg)

- [--] Week [--] +55%
- [--] Month [--] +148%
- [--] Months [---] +192%
- [--] Year [---] +280%

### Followers: [-----] [#](/creator/twitter::91210211/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::91210211/c:line/m:followers.svg)

- [--] Week [-----] +0.79%
- [--] Month [-----] +1.40%
- [--] Months [-----] +26%
- [--] Year [-----] +62%

### CreatorRank: [---------] [#](/creator/twitter::91210211/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::91210211/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  31% [stocks](/list/stocks)  30% [technology brands](/list/technology-brands)  7% [cryptocurrencies](/list/cryptocurrencies)  2% [social networks](/list/social-networks)  1% [exchanges](/list/exchanges)  1% [countries](/list/countries)  1% [fashion brands](/list/fashion-brands)  1% [luxury brands](/list/luxury-brands)  1%

**Social topic influence**
[$rely](/topic/$rely) #3, [$immr](/topic/$immr) #2, [$bned](/topic/$bned) #14, [ai](/topic/ai) 8%, [$mktw](/topic/$mktw) 7%, [business](/topic/business) 6%, [$haypp](/topic/$haypp) 6%, [money](/topic/money) 4%, [acquisition](/topic/acquisition) 3%, [$2t](/topic/$2t) 3%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@doemgo](/creator/undefined) [@corporalcocopuf](/creator/undefined) [@dwarkeshsp](/creator/undefined) [@uzocapital](/creator/undefined) [@joevalue](/creator/undefined) [@kairospraxis](/creator/undefined) [@acapitallp](/creator/undefined) [@thehonestticker](/creator/undefined) [@evfcfaddict](/creator/undefined) [@maxwellhouse99](/creator/undefined) [@adamb1438](/creator/undefined) [@porterstansb](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@jerrycap](/creator/undefined) [@benthompson](/creator/undefined) [@simeonresearch](/creator/undefined) [@andrewrangeley](/creator/undefined) [@mrdeepvalue](/creator/undefined) [@marginofdanger](/creator/undefined)

**Top assets mentioned**
[Remitly Global, Inc. (RELY)](/topic/$rely) [Barnes & Noble Education, Inc (BNED)](/topic/$bned) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Endeavor Group Holdings, Inc.  (EDR)](/topic/$edr) [REV Group, Inc. (REVG)](/topic/$revg) [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Carvana Co. (CVNA)](/topic/$cvna) [Costco Hot Dog (COST)](/topic/$cost) [monday.com Ltd. (MNDY)](/topic/$mndy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$RELY cut 8% of workforce [----] positions. Getting serious about cash flow. H/t @Uzocapital"  
[X Link](https://x.com/MaaizKhan/status/2021304347271827661)  2026-02-10T19:24Z [----] followers, [----] engagements


"$RELY - record $ sent per user - record transaction size growth - record Avg transaction size - record # transactions per active"  
[X Link](https://x.com/MaaizKhan/status/1986203638927134938)  2025-11-05T22:47Z [----] followers, [----] engagements


"Lots to update on the portfolio this week $RELY $IMMR $MKTW $BNED"  
[X Link](https://x.com/MaaizKhan/status/1986834910707924998)  2025-11-07T16:35Z [----] followers, [----] engagements


"The market is pricing $RELY like marketing spend is a black hole. I'm pricing it like customer acquisition that compounds. Strip out growth capex 27% NOPAT margins. At $12 4x [----] earnings power. For a business growing 25%+ in a $2T market being forced digital. See Bio:"  
[X Link](https://x.com/MaaizKhan/status/1988251700352716900)  2025-11-11T14:25Z [----] followers, [----] engagements


"The earnings power framework exposes the market's mistake: strip out growth spend and $RELY is generating $2.80+ per share in normalized earnings by [----]. At $12.35 you're paying under 5x"  
[X Link](https://x.com/MaaizKhan/status/1988375873855385696)  2025-11-11T22:38Z [----] followers, [----] engagements


"$EDR decides to switch to monthly subscriptions for Higher LTV/Conversion -- reduces FCF guide for Fy27 by 45% - Increases FY27-30 CAGR to 30%+. Stock down 40%"  
[X Link](https://x.com/MaaizKhan/status/1991159620950208967)  2025-11-19T15:00Z [----] followers, [---] engagements


"$IMMR activist campaign is heating up. $10+ in value to be unlocked via better management. Stock is trading at $5.88 today. And they own a gem in $BNED that should be worth much more w/ good management. Update will be out at 11AM ET. Link in Bio"  
[X Link](https://x.com/MaaizKhan/status/1991297356877426998)  2025-11-20T00:07Z [----] followers, [---] engagements


"$MKTW M&C is expecting some pushback on the buyout hence dissolving the TRA which costs them $7M based on book value or $0.17/shr. Prior takeovers of similar UP-C structure cos have been litigated for being unfair to minority shareholders"  
[X Link](https://x.com/MaaizKhan/status/1992983585624817704)  2025-11-24T15:48Z [----] followers, [---] engagements


"$RELY is rallying post investor day but there are multiples yet to go for this stock to be fairly valued. This continues to be one of the fattest pitches I see in the market today. My update is out at 7AM ET"  
[X Link](https://x.com/MaaizKhan/status/1999351372303728673)  2025-12-12T05:31Z [----] followers, [----] engagements


"@JerryCap $RELY"  
[X Link](https://x.com/MaaizKhan/status/2006388800998752637)  2025-12-31T15:35Z [----] followers, [---] engagements


"New post: the most addictive business model I've found. 90% customer retention. 0.5% marketing spend. 6x LTV/CAC. And a 50% price advantage that most US consumers don't know exists yet. $HAYPP"  
[X Link](https://x.com/MaaizKhan/status/2016989302832484817)  2026-01-29T21:38Z [----] followers, [---] engagements


"@JoeValue $RELY"  
[X Link](https://x.com/MaaizKhan/status/2018808557203050834)  2026-02-03T22:07Z [----] followers, [---] engagements


"Feels kind of wild that $SEG is up 10% on the completion of $143M sale of Water street. This is after buyer went hard on $8.5M in deposits. And was announced long ago"  
[X Link](https://x.com/MaaizKhan/status/2019852890815521144)  2026-02-06T19:17Z [----] followers, [---] engagements


"As a reminder $RELY looks extremely cheap here and has taken a leg down to [--] week lows along with SaaS names. Maybe because it meets rule of [--] AI wont disrupt remittances. Stablecoins are a tailwind. [----] PE [--] Remitly $RELY has a machine that turns $1 into $6. Wall Street sees a $300M marketing "expense." I see a high-return investment in a profit engine that's dismantling legacy players. Heres the math on why the market is getting this story completely wrong. 👇 https://t.co/kpU0AG7blk Remitly $RELY has a machine that turns $1 into $6. Wall Street sees a $300M marketing "expense." I see a"  
[X Link](https://x.com/MaaizKhan/status/2019878236486848931)  2026-02-06T20:57Z [----] followers, [---] engagements


"@JoeValue Having some sweet / salty but reasonably healthy alternatives handy helps. I keep these puff protein bars with me usually for a sweet fix- and some rice/corn puff snack for snacking fix. Both low calorie or high protein options"  
[X Link](https://x.com/MaaizKhan/status/2020508446936703215)  2026-02-08T14:42Z [----] followers, [---] engagements


"Great recap on $RELY Bought $RELY @ $12.82. It's a secular growth fintech with inflecting earnings & mgmt that's addressing s/h concerns. Thread on my long thesis why I disagree with shorts and the roadmap over the medium term (1/n) https://t.co/UR8BrrmlSI Bought $RELY @ $12.82. It's a secular growth fintech with inflecting earnings & mgmt that's addressing s/h concerns. Thread on my long thesis why I disagree with shorts and the roadmap over the medium term (1/n) https://t.co/UR8BrrmlSI"  
[X Link](https://x.com/MaaizKhan/status/2020689848697540948)  2026-02-09T02:42Z [----] followers, [---] engagements


"$GOOG really flexing margin and growth across the board thanks to AI. META like ad improvements"  
[X Link](https://x.com/MaaizKhan/status/2020866926138826859)  2026-02-09T14:26Z [----] followers, [---] engagements


"@KairosPraxis I think META has been doing that- Googl just seems to be behind in applying it to their use cases- ie. Lots of room at YouTube to increase ad value"  
[X Link](https://x.com/MaaizKhan/status/2021000159769850296)  2026-02-09T23:16Z [----] followers, [--] engagements


"Phillipines trading about [---] standard deviations below 20yr Avg PE ratio at 9.4x. AI loser"  
[X Link](https://x.com/MaaizKhan/status/2021067248157258158)  2026-02-10T03:42Z [----] followers, [---] engagements


"@ACapitalLP @TheHonestTicker @grok So how are you getting the it provider for $4.30"  
[X Link](https://x.com/MaaizKhan/status/2021206542545228100)  2026-02-10T12:56Z [----] followers, [---] engagements


"@do_em_go Yah i don't think margins are there especially when you take out D&A -- all hyperscalers/model companies are still in Landgrab mode. I'm happy i don't have to figure out who wins here to make money. would rather move onto easier plays"  
[X Link](https://x.com/MaaizKhan/status/2021321884852244809)  2026-02-10T20:34Z [----] followers, [--] engagements


"Agree with the sentiment here. I think @benthompson put it well in his most recent Sharp Tech episode. SaaS is under attack on all sides: [--]. Growth is in question w/ AI alternatives [--]. The cost of development has gone down - more competition will ensue in software as a result [--]. Fewer seats to sell SaaS into as layoffs result [--]. Investors looking at SaaS w/ limited growth prospects - will need to right size SBC/dilution for them to pay attention"  
[X Link](https://x.com/MaaizKhan/status/2021335930175619181)  2026-02-10T21:30Z [----] followers, [--] engagements


"@evfcfaddict @SimeonResearch_ $HAYPP NP retailer $IWG Co-Working $RELY remittances $REVG Fire Truck and RVs $SBI (gold miner basket)"  
[X Link](https://x.com/MaaizKhan/status/1957797513458520174)  2025-08-19T13:31Z [----] followers, [---] engagements


"$RELY initiated Buy by BOA at $18 this morning"  
[X Link](https://x.com/MaaizKhan/status/2021232904974606372)  2026-02-10T14:40Z [----] followers, [---] engagements


"BofA "32% FCF CAGR 2026-2028" $RELY"  
[X Link](https://x.com/MaaizKhan/status/2021233335679299846)  2026-02-10T14:42Z [----] followers, [---] engagements


"What if I told you there's a business growing 20%+ with 90% retention a fortress balance sheet and trading at 7x steady-state earnings The bear case doesn't lose you money. The base case doubles it. deep dive drops tomorrow morning. Link in bio"  
[X Link](https://x.com/MaaizKhan/status/2021302479867035746)  2026-02-10T19:17Z [----] followers, [---] engagements


"$MCB.TO might be getting interesting again with Oil finally waking up. Great product moat which will shine in a rising oil environment"  
[X Link](https://x.com/MaaizKhan/status/2021327159017517510)  2026-02-10T20:55Z [----] followers, [---] engagements


"Throwback to crypto summer You could take out a $67000 loan today at 7.5% and buy [--] BTC. In [--] years youd owe the bank about $102000. Bitcoin in [--] years Maybe $500K$1M. Thats potentially a 510x return. Even if Bitcoin is only $100K you roughly break even. Sounds simple. Almost too simple. https://t.co/uLX934edg1 You could take out a $67000 loan today at 7.5% and buy [--] BTC. In [--] years youd owe the bank about $102000. Bitcoin in [--] years Maybe $500K$1M. Thats potentially a 510x return. Even if Bitcoin is only $100K you roughly break even. Sounds simple. Almost too simple."  
[X Link](https://x.com/MaaizKhan/status/2021391913958715858)  2026-02-11T01:12Z [----] followers, [---] engagements


"@AndrewRangeley @ACapitalLP $IMMR - trading below liquidation value activist aggressive proxy battle likely owns 40% of BNED which looks to be a multibagger"  
[X Link](https://x.com/MaaizKhan/status/1996337307100869055)  2025-12-03T21:54Z [----] followers, [----] engagements


"$BNED Finally starting to speak to investors with investor day planned post Q3 results. Now on track for $70M+ in EBITDA for 2026"  
[X Link](https://x.com/MaaizKhan/status/2013646458730303929)  2026-01-20T16:15Z [----] followers, [---] engagements


"I try to write up things while they're timely. Caught the Bottom on this post better than expected. $IMMR +20% in a couple of days isn't bad. This has a long way to go. Proxy battle likely $BNED inflection is clear and GAAP profitable now. This will only get better w/ better management. Worth $25+ to a Private buyer today. https://twitter.com/i/web/status/1993408534399361267 https://twitter.com/i/web/status/1993408534399361267"  
[X Link](https://x.com/MaaizKhan/status/1993408534399361267)  2025-11-25T19:56Z [----] followers, [----] engagements


"Worth Noting Coinbase charges 1.75% just to remove money from the platform now. Not taking into account the often higher fees to exchange crypto currencies. $RELY $WISE.L have no serious competition from crypto in their verticals"  
[X Link](https://x.com/MaaizKhan/status/2021986679700304159)  2026-02-12T16:36Z [----] followers, [---] engagements


"@mr_deepvalue @corporalCocoPuf @maxwellhouse99 I find it funny when people think they know of the only way to make money in markets lots of ways to make money in markets and most wouldnt work for you- but that doesnt mean they dont for others"  
[X Link](https://x.com/MaaizKhan/status/2021990405307551760)  2026-02-12T16:50Z [----] followers, [--] engagements


"On $GOOG worth noting how gemini3 Deepthink model has moved closer to Human reasoning levels w/ an 85% score on ARC-AGI-2. This compares to earlier models without reasoning capabilities scoring 0% on these tasks. //"  
[X Link](https://x.com/MaaizKhan/status/2022001181946785855)  2026-02-12T17:33Z [----] followers, [---] engagements


"@do_em_go I applaud your ability to buy this as it hits new [--] wk lows Nice pitch though does seem oversold compared private market value"  
[X Link](https://x.com/MaaizKhan/status/2022451077279600676)  2026-02-13T23:21Z [----] followers, [--] engagements


"@marginofdanger @grok what does the lawsuit linked allege"  
[X Link](https://x.com/MaaizKhan/status/2022468918435279168)  2026-02-14T00:32Z [----] followers, [--] engagements


"Remitly's "secret": they spend more on customer acquisition than anyone in the industry. $300M TTM in marketing vs Western Union (7x their volume) spending far less. Why For every $1 Remitly spends they generate $6 in gross profit over [--] years. LTV/CAC of 6x is elite"  
[X Link](https://x.com/MaaizKhan/status/1988260961073905877)  2025-11-11T15:02Z [----] followers, [---] engagements


"Fast forward to Q3 [----]. The machine is working: Revenue: $419M (+25% YoY) Send volume: $19.5B (+35% YoY) Customers: 8.9M (+21% YoY) GAAP profit: $8.8M (5th straight quarter) Adj EBITDA: $61M (15% margin) Growing AND profitable"  
[X Link](https://x.com/MaaizKhan/status/1988260965595427226)  2025-11-11T15:02Z [----] followers, [---] engagements


"Three new growth vectors launched in 2025: Remitly Business: Volume doubled sequentially (TAM: $22T vs $2T consumer) Remitly One: 100K+ users in first quarter Flex nearly doubled Stablecoins: Live in US Argentina; improving treasury + expanding use cases"  
[X Link](https://x.com/MaaizKhan/status/1988260967378002103)  2025-11-11T15:02Z [----] followers, [--] engagements


"Why Remitly wins vs competitors: vs Western Union: Faster cheaper better UX. WU stuck in innovator's dilemma (can't abandon physical locations). vs Wise: Remitly wins when families need cash pickup (470K locations) speed matters or sending to emerging markets"  
[X Link](https://x.com/MaaizKhan/status/1988260968724353434)  2025-11-11T15:02Z [----] followers, [---] engagements


"Starting Jan [--] 2026: Federal govt taxes cash remittances at 1% of gross value. Digital transfers (Remitly) are exempt. This increases WU customer costs 10-30% overnight. Remitly has been taking share for years. This turbocharges the migration"  
[X Link](https://x.com/MaaizKhan/status/1988260970129433048)  2025-11-11T15:02Z [----] followers, [---] engagements


"CEO Matt Oppenheimer: -Founder CEO since launch -Owns $75M in stock -Salary: $290K -Declined equity grants for [--] years during sub-IPO trading A 1% stock move = $750K impact to him personally. This is an owner-operator"  
[X Link](https://x.com/MaaizKhan/status/1988260971488424066)  2025-11-11T15:02Z [----] followers, [---] engagements


"Here's the disconnect: Market treats $92M/quarter marketing as pure expense. I treat it as customer acquisition that compounds at 6:1 ROI. Strip out growth spend 27% NOPAT margins. At $12/share 4-6x [----] normalized earnings"  
[X Link](https://x.com/MaaizKhan/status/1988260972838920505)  2025-11-11T15:02Z [----] followers, [---] engagements


"2027 revenue (consensus): $2.27B Earnings power (no growth spend): EP-NOPAT: $619M EP-EPS: $2.80 Current price / EP: 4.4x Even including SBC as real cost: 5.9x For a business growing 25%+ with expanding TAM"  
[X Link](https://x.com/MaaizKhan/status/1988260974382440825)  2025-11-11T15:02Z [----] followers, [---] engagements


"Remitly has 3% global market share in remittances. The industry is $2T (consumer) + $22T (business). Legacy players control most of it but can't/won't digitize fast enough. Regulatory tailwind (1% tax) forces the migration starting in [--] days"  
[X Link](https://x.com/MaaizKhan/status/1988260975762379013)  2025-11-11T15:02Z [----] followers, [--] engagements


"The market is missing [--] things: - Marketing is growth capex with 6:1 ROI not expense - Jan [----] tax creates forced migration from cash to digital - New products (Business One stablecoins) expanding TAM significantly Result: paying 4x normalized earnings for quality growth"  
[X Link](https://x.com/MaaizKhan/status/1988260977129750724)  2025-11-11T15:02Z [----] followers, [---] engagements


"This is why $RELY is a top-3 position: ✅ Proven unit economics (6:1 LTV/CAC) ✅ Founder alignment ($75M personal stake) ✅ Execution (5 straight profitable quarters 35% volume growth) ✅ Structural tailwind (1% tax on cash starting Jan 1) ✅ Valuation (4-6x [----] EP)"  
[X Link](https://x.com/MaaizKhan/status/1988260978430025779)  2025-11-11T15:02Z [----] followers, [---] engagements


"@arx_global Yes its their fastest growing segment recently launched (though not material yet)"  
[X Link](https://x.com/MaaizKhan/status/1988376698975633440)  2025-11-11T22:42Z [----] followers, [--] engagements


"@P_Remarks @TidefallCapital what's the data under the hood saying"  
[X Link](https://x.com/MaaizKhan/status/1988394328428077173)  2025-11-11T23:52Z [----] followers, [---] engagements


"I remember people calling me a clown for betting on $CVNA at $4 As a value guy on here you wanna skip the stage where people are liking your posts and get right down to the part where you're being ridiculed As a value guy on here you wanna skip the stage where people are liking your posts and get right down to the part where you're being ridiculed"  
[X Link](https://x.com/MaaizKhan/status/1988584894465978820)  2025-11-12T12:29Z [----] followers, [---] engagements


"Got to love X for exchanges like this. @yummyCenturyEgg @MGardnerDA1235 @dylan55917 8/x) add this to the list of common sense and technical arguments that demonstrate how the [---] band is not messy. Assume the $NN bears will ignore this as they ignored the above points. https://t.co/wqpbmn33X7 @yummyCenturyEgg @MGardnerDA1235 @dylan55917 8/x) add this to the list of common sense and technical arguments that demonstrate how the [---] band is not messy. Assume the $NN bears will ignore this as they ignored the above points. https://t.co/wqpbmn33X7"  
[X Link](https://x.com/MaaizKhan/status/1988624439785722064)  2025-11-12T15:06Z [----] followers, [---] engagements


"Very much agree- I liked @dwarkesh_sp podcast with Andrew Karpathy w/ a similar view weve had computers smartphones etc- but neither meaningfully affected GDP growth rate One of my strongest beliefs is that its going to take 20+ years to get AI penetrated into the *real* economy. I filled out a piece of paper at a doctors office last week. One of my strongest beliefs is that its going to take 20+ years to get AI penetrated into the *real* economy. I filled out a piece of paper at a doctors office last week"  
[X Link](https://x.com/MaaizKhan/status/1988709792450506839)  2025-11-12T20:45Z [----] followers, [---] engagements


"@AdamB1438 @dwarkesh_sp Agreed-I think theres a view in AI circles that AI will lead to a step change in GDP growth via deploying robotics and intelligence. Some expect 10%+ GDP growth. That view seems to discount tech diffusion patterns and non-economic benefits"  
[X Link](https://x.com/MaaizKhan/status/1988711208502034890)  2025-11-12T20:51Z [----] followers, [--] engagements


"@AdamB1438 @dwarkesh_sp True- ie. self driving should reduce cost of Ubers transport which would show up as negative growth by itself but probably equal out w/ greater use. Though lack of drivers getting paid would have a negative multiplier effect"  
[X Link](https://x.com/MaaizKhan/status/1988755339227824210)  2025-11-12T23:46Z [----] followers, [--] engagements


"@MrMojoRisinX Who was the hedge fund manager that had a room full of Pennies as a lesson to his kids in value investing"  
[X Link](https://x.com/MaaizKhan/status/1988771189058408852)  2025-11-13T00:49Z [----] followers, [--] engagements


"Instead of opening an hour earlier for Exec customers $COST shouldve invested in some App Devs. This is painful:"  
[X Link](https://x.com/MaaizKhan/status/1988817551573545076)  2025-11-13T03:53Z [----] followers, [---] engagements


"AI is so accessible that even some of the stodgiest corporations have implemented it in meaningful ways. I'm surprised to still see the narrative that "AI is having no impact on the real economy" or that "AI demand is fleeting". Now that earnings season has pretty much wrapped up here is a 🧵on how different firms are using AI to enhance operations I'm surprised to still see the narrative that "AI is having no impact on the real economy" or that "AI demand is fleeting". Now that earnings season has pretty much wrapped up here is a 🧵on how different firms are using AI to enhance operations"  
[X Link](https://x.com/MaaizKhan/status/1988823698921415009)  2025-11-13T04:18Z [----] followers, [----] engagements


"I've made every valuation mistake possible: Passed on Google at 30x (went up 5x) Passed on Amazon at 100x (went up 10x) Passed on Netflix at "no earnings" (went up 4x) Then I found a framework that actually works for tech. Here's what I wish I knew [--] years ago:"  
[X Link](https://x.com/MaaizKhan/status/1990839942906351763)  2025-11-18T17:50Z [----] followers, [---] engagements


"@that_grey_beard Good find this is getting interesting"  
[X Link](https://x.com/MaaizKhan/status/1991204350866370787)  2025-11-19T17:58Z [----] followers, [---] engagements


"I've owned $IMMR and $BNED for about a year. Have tried reaching out to management w/ little luck to push for transparency. Mostly encouraged that there is a real activist pushing for change. The disregard for shareholders has been evident especially given MGMTs comp compared to ownership and lack of communication. I believe there's more than $11 in value to unlock here when taking into account the $BNED business in better hands. https://twitter.com/i/web/status/1991211088650649757 https://twitter.com/i/web/status/1991211088650649757"  
[X Link](https://x.com/MaaizKhan/status/1991211088650649757)  2025-11-19T18:24Z [----] followers, [---] engagements


"$IMMR activist is pushing to close the massive NAV gap lower exec comp and better transparency: 70%+ upside"  
[X Link](https://x.com/MaaizKhan/status/1991531780244197872)  2025-11-20T15:39Z [----] followers, [---] engagements


"Mamdani and Trump at this press conference today"  
[X Link](https://x.com/MaaizKhan/status/1992109566583341252)  2025-11-22T05:55Z [----] followers, [---] engagements


"@Mr_Neutral_Man Can you help me [----] into these lol"  
[X Link](https://x.com/MaaizKhan/status/1992111339326550072)  2025-11-22T06:02Z [----] followers, [---] engagements


"@maxwellhouse99 Have had this on my watchlist- but was never cheap thanks for highlighting"  
[X Link](https://x.com/MaaizKhan/status/1992240247233827219)  2025-11-22T14:34Z [----] followers, [--] engagements


"@Daractenus @do_em_go @grok is this true"  
[X Link](https://x.com/MaaizKhan/status/1992344148586959256)  2025-11-22T21:27Z [----] followers, [----] engagements


"@pernasresearch $MNDY"  
[X Link](https://x.com/MaaizKhan/status/1993002842253386231)  2025-11-24T17:04Z [----] followers, [---] engagements


"I try to write up things while they're timely. Caught the Bottom on this post better than expected. $IMMR +20% in a couple of days isn't bad. This has a long way to go. Proxy battle incoming $BNED inflection is clear and GAAP profitable now. This will only get better w/ better management. Worth $25+ to a Private buyer today"  
[X Link](https://x.com/MaaizKhan/status/1993407610960122116)  2025-11-25T19:53Z [----] followers, [--] engagements


"@bullsbayretail IMMR increases in value by $0.345 for every 1$ of BNED appreciation. BNED has more torque to BNED valuation"  
[X Link](https://x.com/MaaizKhan/status/1993416971803848939)  2025-11-25T20:30Z [----] followers, [--] engagements


"@cousinbalin $IMMR owns over a 1/3rd of $BNED"  
[X Link](https://x.com/MaaizKhan/status/1993440404390523303)  2025-11-25T22:03Z [----] followers, [---] engagements


"$GOOG narrative shift is impressive. A year ago everyone was talking about how AI will kill search (even AAPL says so). Now $GOOG is the next $NVDA + $OpenAI thanks to their TPUs and leading models"  
[X Link](https://x.com/MaaizKhan/status/1993442116979335670)  2025-11-25T22:10Z [----] followers, [---] engagements


"what buying back $121M(4.3%) at a discount looks like. $IWG.L"  
[X Link](https://x.com/MaaizKhan/status/2000473735246254425)  2025-12-15T07:51Z [----] followers, [---] engagements


"Great role for young analysts here Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking sell-side equity research or asset management. Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking sell-side equity research or asset management"  
[X Link](https://x.com/MaaizKhan/status/2011123694865973499)  2026-01-13T17:10Z [----] followers, [---] engagements


"$HAYPP down on no news and thin volume. Adding here. This is one where future earnings growth and stock appreciation feels inevitable"  
[X Link](https://x.com/MaaizKhan/status/2011781694785745105)  2026-01-15T12:45Z [----] followers, [---] engagements


"38% returns in [----]. Haypp: +183% Monument Mining: +358% DALN: +143% And I'm still mad at myself. The SPY hedge cost me 3-4%. Should've bought 5x more DALN. Full breakdown of what worked what didn't and what I'm holding now: (link in Bio) https://twitter.com/i/web/status/2013688882080969015 https://twitter.com/i/web/status/2013688882080969015"  
[X Link](https://x.com/MaaizKhan/status/2013688882080969015)  2026-01-20T19:03Z [----] followers, [---] engagements


"BNED catalysts are lining up. Runrating 5-6X FCF [--] year out. Activist pushing for an exit. Worth 150%+ to private buyer easily. Oligopoly position Long runway with 30% growth Profitability hidden by legacy retail until recently First Investor Day in years coming up"  
[X Link](https://x.com/MaaizKhan/status/2014372359642231144)  2026-01-22T16:19Z [----] followers, [---] engagements


"@Uzocapital Agreed. Market seems to care more about margins next quarter than franchise value [--] years out. Currently there is zero reason to believe their US investments won't pay out above cost of capital"  
[X Link](https://x.com/MaaizKhan/status/2014397279659016683)  2026-01-22T17:58Z [----] followers, [---] engagements


"@hcapinvesting 100% -- I'm all for them investing in US expansion especially w/ regards to geography and reducing shipping times"  
[X Link](https://x.com/MaaizKhan/status/2014397691602591913)  2026-01-22T18:00Z [----] followers, [--] engagements


"$WOSG.L increases total US Rolex showrooms by 20%. Rolex is the largest driver of profits for WOSG. If you're bullish Rolex this is the best way to get exposure (as Rolex is a non-profit)"  
[X Link](https://x.com/MaaizKhan/status/2014717126016209054)  2026-01-23T15:09Z [----] followers, [---] engagements


"Wow Im out of $DALN but didnt expect a bidding war here Alden/MNG up to $18.50/share https://t.co/n9sP96nDDd Alden/MNG up to $18.50/share https://t.co/n9sP96nDDd"  
[X Link](https://x.com/MaaizKhan/status/1957796250088071363)  2025-08-19T13:26Z [----] followers, [---] engagements


"@310Value $WOSG shareholders rn"  
[X Link](https://x.com/MaaizKhan/status/1964773499328979286)  2025-09-07T19:31Z [----] followers, [---] engagements


"Over the last [--] years: $905M in marketing spend $4.6B in LTV acquired And retention is 93%+ (90%+ of revenue from repeat customers). This isn't expense. It's growth capex. They're building an asset base of loyal profitable customers"  
[X Link](https://x.com/MaaizKhan/status/1988260962428649974)  2025-11-11T15:02Z [----] followers, [---] engagements


"What if Remitly stopped growing With 93% retention they'd only need $10M in marketing to maintain current GP of $871M. That means $290M in marketing is discretionary growth capital. Add it back $250M in true earnings power TODAY at $3B market cap"  
[X Link](https://x.com/MaaizKhan/status/1988260963800252747)  2025-11-11T15:02Z [----] followers, [---] engagements


"Some investors are worried about $HAYPP growth in the US. I just think of friends asking me to buy cartons for them at Duty free when I travel to save 8%. Then I look at HAYPP selling Zyn for 60% cheaper than what you can buy in NYC"  
[X Link](https://x.com/MaaizKhan/status/2014387064196702699)  2026-01-22T17:17Z [----] followers, [----] engagements


"$HAYPP sell side is worried about US margins due to re-investment. Meanwhile HAYPP US is printing 60% Growth as Zyn is turned on in October"  
[X Link](https://x.com/MaaizKhan/status/2014437950700847502)  2026-01-22T20:40Z [----] followers, [---] engagements


"@evfcfaddict Definitely fewer fat pitches lately. Plenty of cheap quality in non-core markets. But nothing like $DALN last year yet for me this year"  
[X Link](https://x.com/MaaizKhan/status/2016178974204785040)  2026-01-27T15:58Z [----] followers, [---] engagements


"@TiehackCapital Wen next $DALN"  
[X Link](https://x.com/MaaizKhan/status/2016287361756283204)  2026-01-27T23:09Z [----] followers, [---] engagements


"@ragingbullcap @Divergent7651 Surprised. I think Velo Plus has Alp beat. But very close. Agree on $HAYPP - just posted my thoughts on it"  
[X Link](https://x.com/MaaizKhan/status/2016989677312524793)  2026-01-29T21:39Z [----] followers, [---] engagements


"6.5x LTV/CAC on growth spend. 90% customer retention. The stock is down because theyre increasing growth spend"  
[X Link](https://x.com/MaaizKhan/status/2017239397096132968)  2026-01-30T14:12Z [----] followers, [---] engagements


"I rode my position in $LEAT from $7 - $14 back down to $9. Fundamentals are still pretty clean - Much better company than when I bought it in terms of trends and Margin outlook. Do illiquid Microcaps Just bleed absent news"  
[X Link](https://x.com/MaaizKhan/status/2017312442313736669)  2026-01-30T19:02Z [----] followers, [---] engagements


"$MKTW $17.25 majority buyout is way too cheap. Given the massive amount of cash flow the companys generating and the lightly used buyback- looks like an attempt to screw minority holders"  
[X Link](https://x.com/MaaizKhan/status/1983936768987554263)  2025-10-30T16:39Z [----] followers, [---] engagements


"Full $MKTW update after Q3 Earnings and $17.25 buyout offer"  
[X Link](https://x.com/MaaizKhan/status/1986900112958697611)  2025-11-07T20:54Z [----] followers, [---] engagements


"$RELY is trading at 4x my [----] earnings power estimate. The market sees a company "burning" $300M/year on marketing. I see a machine that turns $1 into $6 in gross profit. Here's the full thesis on why this is a top-3 position: 🧵"  
[X Link](https://x.com/MaaizKhan/status/1988260959622672574)  2025-11-11T15:02Z [----] followers, [----] engagements


"I bought more today. $RELY here feels like $META at $100. Remitly $RELY has a machine that turns $1 into $6. Wall Street sees a $300M marketing "expense." I see a high-return investment in a profit engine that's dismantling legacy players. Heres the math on why the market is getting this story completely wrong. 👇 https://t.co/kpU0AG7blk Remitly $RELY has a machine that turns $1 into $6. Wall Street sees a $300M marketing "expense." I see a high-return investment in a profit engine that's dismantling legacy players. Heres the math on why the market is getting this story completely wrong. 👇"  
[X Link](https://x.com/MaaizKhan/status/1988394872697766367)  2025-11-11T23:54Z [----] followers, [---] engagements


"$BNED Up 36% on volume as investigation comes to an end net debt down to $100M. FDC growth continues at 20% into FY26"  
[X Link](https://x.com/MaaizKhan/status/1993340850840211940)  2025-11-25T15:27Z [----] followers, [----] engagements


"@NestBetter Are in $RELY yet"  
[X Link](https://x.com/MaaizKhan/status/1994441972803662089)  2025-11-28T16:23Z [----] followers, [---] engagements


"$MKTW should publicly reject the Monument and Cathedral Bid. $17.25 is way too cheap for this business after todays print. @porterstansb"  
[X Link](https://x.com/MaaizKhan/status/2014353091814908038)  2026-01-22T15:02Z [----] followers, [---] engagements


"$MKTW reported $45M in CFO for [----] today. That puts Monument and Cathedral's $17.25 bid (currently being considered) at a 21% yield. From my November Post:"  
[X Link](https://x.com/MaaizKhan/status/2014369613564293357)  2026-01-22T16:08Z [----] followers, [---] engagements


"@Adj_3bitda @porterstansb Would the stock be trading at $17 if $MKTW had rejected the bid"  
[X Link](https://x.com/MaaizKhan/status/2014369987461251189)  2026-01-22T16:10Z [----] followers, [--] engagements


"@marketplunger1 You might be in the wrong ones- join the $MMY.V train"  
[X Link](https://x.com/MaaizKhan/status/1894127216830640585)  2025-02-24T20:48Z [----] followers, [----] engagements


"$NRDE up about 50% since i wrote it up in April. Despite the positive move i'm skeptical of the timeline here as foxconn does everything they can to slow down the proceedings. One positive is that Nu Ride has spent a bit less than what I was expecting over the last [--] Qs"  
[X Link](https://x.com/MaaizKhan/status/1963287987619582058)  2025-09-03T17:08Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing