[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.] #  @MinusCherry Minus Cherry Minus Cherry posts on X about $mh, ipo, 2x, has been the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1520667270107779072/interactions)  - X Week XXXXX +412% - X Month XXXXXX +1.40% - X Months XXXXXX +721% - X Year XXXXXX +19,864% ### Mentions: X [#](/creator/twitter::1520667270107779072/posts_active)  - X Week XX -XX% - X Month XX +30% - X Months XX +236% - X Year XX +2,500% ### Followers: XXX [#](/creator/twitter::1520667270107779072/followers)  - X Week XXX +9.70% - X Month XXX +22% - X Months XXX +117% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1520667270107779072/influencer_rank)  ### Social Influence [#](/creator/twitter::1520667270107779072/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% **Social topic influence** [$mh](/topic/$mh) 41.38%, [ipo](/topic/ipo) 10.34%, [2x](/topic/2x) 10.34%, [has been](/topic/has-been) 10.34%, [over the](/topic/over-the) 10.34%, [$581m](/topic/$581m) #1, [$1037m](/topic/$1037m) #1, [$cprt](/topic/$cprt) #81, [filed](/topic/filed) 6.9%, [market makers](/topic/market-makers) XXXX% **Top accounts mentioned or mentioned by** [@mapletreecap](/creator/undefined) [@rubicon59](/creator/undefined) [@stockgeektv](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@altafoxcapital](/creator/undefined) [@writedowncap](/creator/undefined) **Top assets mentioned** [McGraw Hill, Inc. (MH)](/topic/$mh) [Copart, Inc. (CPRT)](/topic/$cprt) [Verisign, Inc. (VRSN)](/topic/$vrsn) ### Top Social Posts [#](/creator/twitter::1520667270107779072/posts) --- Top posts by engagements in the last XX hours "Short-Bias $MH before they IPO today - TLDR; PE-backed IPOs perform bad $MH will be no stranger as high-leverage metrics screen well for quant shorts as market makers do what they do will see reverse-gamma which is multiplied by the fact this thing has XX% float. Additionally they're losing pricing quick tailwinds of school budgets being inflated post COVID are over / phasing out and publicly available contract and renewal documents indicate XX% discounting in just the last few months on renewals. See XX% - XX% downside. Last big point is that they've been underpaying author royalties for the" [X Link](https://x.com/MinusCherry/status/1948368880222527836) [@MinusCherry](/creator/x/MinusCherry) 2025-07-24T13:05Z XXX followers, XXX engagements "2) Diving deeper into the growth of the K-12 segment per MH's FY 2019 report the K-12 business was $581m. Using run-rate Q1 2026 figures that number is now at $1037m; a XXX% increase (almost 2x)" [X Link](https://x.com/MinusCherry/status/1956351460150530555) [@MinusCherry](/creator/x/MinusCherry) 2025-08-15T13:45Z XXX followers, XXX engagements "Also good thing to note is that $MH was targeting an initial "$19.00 and $XXXXX per share" range. They are now coming in at $XXXXX - makes you think about how roadshow demand actually looked since they raised XX% less than the mid-point of the range as of July 18th 2025. Likely had to cut price due to lower demand; thing might pop today / next few days but underlying investors clearly had to be convinced to take this on their books. Good context to have if considering a position. Lower proceeds raised also makes the leverage issue worse since they intended to pay-down debt here with the" [X Link](https://x.com/MinusCherry/status/1948379539991650656) [@MinusCherry](/creator/x/MinusCherry) 2025-07-24T13:47Z XXX followers, XXX engagements "1) A recent lawsuit filed by the former Global VP of Human Relations in April 2025 titled Christine Arnold vs. Copart Inc. reveals a culture at CPRT of executives showing up to meetings drunk being caught with prostitute at company sponsored events (and forcing HR to accommodate them) and a large male executive almost cornering the plaintiff and screaming at her when she spoke out against this internally" [X Link](https://x.com/MinusCherry/status/1965423513898041345) [@MinusCherry](/creator/x/MinusCherry) 2025-09-09T14:34Z XXX followers, 1076 engagements "4) $MH has been a major beneficiary of the post-COVID ESSER funding alongside Federal and State funding. In 2019 the K-12 business was $581m. Using run-rate Q1 2026 figures that number is now at $1037m; a XXX% increase (almost 2x). This is despite enrollments being down from 2019 - MH using NCES data stated that enrollments were at 56m for the year. Using the same source for 2023 (likely real-time) the number was at 49.5m a XX% decline. Yet MH grew the K-12 business by XXX% To compare the Higher Education segment (universities colleges etc.) just saw growth of XX% over the same period. The" [X Link](https://x.com/MinusCherry/status/1975197079338205391) [@MinusCherry](/creator/x/MinusCherry) 2025-10-06T13:50Z XXX followers, XX engagements "Quick note on recent controversy and potential red-flags @ $CPRT which is down XX% YTD so far and is down XX% from its peak share-price of $XXXXX. A recent lawsuit from the former VP of HR (worked at $CPRT for XX years) reveals a culture of "debauchery"; this comes at a time when $CPRT is in the most competitive environment they've been in over the last 4-5 years against an insurgent IAA and when company executives are said to show up to meetings drunk.it's not a good sign. See here & below:" [X Link](https://x.com/MinusCherry/status/1965423511230403043) [@MinusCherry](/creator/x/MinusCherry) 2025-09-09T14:34Z XXX followers, 10.8K engagements "1) More conviction in the $MH potential short (posted long form write-up on VIC will circulate post 45-day period) as they reported Q1 2026 earnings yesterday. The gave 2026 full-year guidance revenue growth of (4%).well below the long-term revenue growth range marketed of +5%. They claim it's due to the one-time cyclicity in the K-12 market and that FY 2026 will suffer from a lower fiscal budget for their end-market that should be rectified come FY 2027. I doubt it; see below:" [X Link](https://x.com/MinusCherry/status/1956351458250559909) [@MinusCherry](/creator/x/MinusCherry) 2025-08-15T13:45Z XXX followers, 4080 engagements "As an update on $MH it has been approximately two months since my initial post on VIC so I'm now able to share the contents of that write-up. While not as exciting as shorting at the expected $XX pre-IPO (when I started looking at the name) or $XX at IPO I don't foresee any of the headwinds impacting the stock + business going away anytime soon. See the thread below for more specifics but overall: 1) You have a majority owner (85%) that is incentivized to sell large chunks quickly post-lockup 2) XX% discounting for their K-12 segment (50% of revenues) 3) A recently revived lawsuit from" [X Link](https://x.com/MinusCherry/status/1975197065459224923) [@MinusCherry](/creator/x/MinusCherry) 2025-10-06T13:50Z XXX followers, XXX engagements "8) So when does management have to revise guidance down / we see this start to play out Well recently management has been using the new administration's stance on education as the reason why the K-12 segment has seen struggling growth and that once this year laps all should be back to normal. My issue with that is that I argue this downtrend is more structural than cyclical. What was cyclical was the growth in the segment now you're going to see lower government spending from both parties + lower municipal budgets for elementary and secondary school education. I believe that once management" [X Link](https://x.com/MinusCherry/status/1975197096501207534) [@MinusCherry](/creator/x/MinusCherry) 2025-10-06T13:50Z XXX followers, XXX engagements "$VRSN - was initially looking at as a long now flipped short over next XX months. Have more detailed notes I've written up that I can share if interested but general idea is that growth YTD is driven by high-churn registrars through rebates (can use ICANN monthly .Com data to find YTD aggregation. WayBack machine of these registrars shows discounting of XX% in some cases. These discounts are structured as rebates if registrars hit certain growth rates so all the investment falls on registrars. After reading through the data I see growth slowing into Q1 FY2026E and since these registrars" [X Link](https://x.com/MinusCherry/status/1978454813286232358) [@MinusCherry](/creator/x/MinusCherry) 2025-10-15T13:36Z XXX followers, 5802 engagements "3) In January 2021 a class-action lawsuit was filed by MH authors against MH claiming that they were underpaid royalties. The breach of contract claims centers on MHs alleged reduction or cessation of royalty payments on revenues generated through its online platform Connect. The case was dismissed in January 2022; however it was reopened in 2024. Cengage recently settled a class action lawsuit from authors alleging very similar violations. Lawsuit alleges for two online platforms MindTap and Cengage Unlimited. Cengage settled in November 2024 and announced in April 2025 that they are new" [X Link](https://x.com/MinusCherry/status/1975197075743596824) [@MinusCherry](/creator/x/MinusCherry) 2025-10-06T13:50Z XXX followers, XX engagements "3) This is despite enrollments being down from 2019 - $MH using NCES data stated that enrollments were at 56m for the year. Using the same source for 2023 (likely real-time) the number was at 49.5m a XX% decline. Yet $MH grew the K-12 business by 177%" [X Link](https://x.com/MinusCherry/status/1956351462650368506) [@MinusCherry](/creator/x/MinusCherry) 2025-08-15T13:45Z XXX followers, XXX engagements "$MH stock up XX% as Goldman sees XX% upside over the next 12-months. I wonder who the lead under-writer here was" [X Link](https://x.com/MinusCherry/status/1957461169293144379) [@MinusCherry](/creator/x/MinusCherry) 2025-08-18T15:14Z XXX followers, XXX engagements "While it isn't as exciting as when it was supposed to IPO at $XX or when it IPO'd at $XX I still believe $MH could be a good funding short given the above mentioned tailwinds aren't necessarily going away anytime soon. If this spikes back to $XX - $XX could be good to short into that spike" [X Link](https://x.com/MinusCherry/status/1975197100796239912) [@MinusCherry](/creator/x/MinusCherry) 2025-10-06T13:51Z XXX followers, XXX engagements "$MH Add it to the list not surprised to see this. - "The complaint cites at least 5900 instances of overcharges. In Osceola County one overcharge exceeded $279000. Another example cited by the state involved a textbook title sold to Miami-Dade County at a discount but offered to nine other districts at higher prices resulting in more than $250000 in additional costs."" [X Link](https://x.com/MinusCherry/status/1958204773770924275) [@MinusCherry](/creator/x/MinusCherry) 2025-08-20T16:29Z XXX followers, 1614 engagements "1) Platinum Equity owns XX% of the common stock and pension fund documents from The Santa Barbara County Employees Retirement System show they are currently in the market raising their next PE fund. Given $MH has done well for them on a MOIC (likely 2x) and given LPs focus on DPI and $MH being one of their better investments it's likely they sell post-lock up in January 2026. For context the 2022 fundraising process was rolled out in late 2021 so also likely that this rolls out late 2025 to time with the selling of the stake in January 2026 (timing works out really well for Platinum)" [X Link](https://x.com/MinusCherry/status/1975197068135104764) [@MinusCherry](/creator/x/MinusCherry) 2025-10-06T13:50Z XXX followers, XX engagements "6) This isn't' just a FY 2026 problem for $MH as is being portrayed but is a problem for the years ahead. Funny to also note how in the FY 2019 report for the K-12 business their TAM was $6.6b but as of today they market their TAM as $9.3b despite enrollments down 17%. Likely per customer revenues were up given inflated school board budgets but that's all reversing here" [X Link](https://x.com/MinusCherry/status/1956351469331882067) [@MinusCherry](/creator/x/MinusCherry) 2025-08-15T13:45Z XXX followers, XXX engagements "Is definitely a larger market cap name and has historically been relatively stable; can maybe be used as a hedge in a portfolio. Anyways have been looking at a few long ideas too as to not saturate this feed with a bunch of short ideas haha" [X Link](https://x.com/MinusCherry/status/1978455273732739452) [@MinusCherry](/creator/x/MinusCherry) 2025-10-15T13:37Z XXX followers, XXX engagements "5) Important to note K-12 business was XX% of business in FY 2019 and is now effectively XX% today. Given the materially higher mix and nominal growth rate $MH is extremely exposed to the multi-year trend of school board budgets being deflated back to the mean (less so cutting more so phasing out of temporary stimulus into the market)" [X Link](https://x.com/MinusCherry/status/1956351467209601510) [@MinusCherry](/creator/x/MinusCherry) 2025-08-15T13:45Z XXX followers, XXX engagements "4) To compare the Higher Education segment (Universities Colleges etc.) just saw growth of XX% over the same period; how did the K-12 segment growth this quickly Full write-up to be released on Substack mid-September covers this more (currently only on VIC) but purely driven by ESSER funding that expires next year" [X Link](https://x.com/MinusCherry/status/1956351465246650779) [@MinusCherry](/creator/x/MinusCherry) 2025-08-15T13:45Z XXX followers, XXX engagements "P.S. - Don't let yourself be exit liquidity" [X Link](https://x.com/MinusCherry/status/1948369416623693851) [@MinusCherry](/creator/x/MinusCherry) 2025-07-24T13:07Z XXX followers, XXX 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.]
@MinusCherry Minus Cherry
Minus Cherry posts on X about $mh, ipo, 2x, has been the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +412%
- X Month XXXXXX +1.40%
- X Months XXXXXX +721%
- X Year XXXXXX +19,864%
Mentions: X #
- X Week XX -XX%
- X Month XX +30%
- X Months XX +236%
- X Year XX +2,500%
Followers: XXX #
- X Week XXX +9.70%
- X Month XXX +22%
- X Months XXX +117%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXXX%
Social topic influence $mh 41.38%, ipo 10.34%, 2x 10.34%, has been 10.34%, over the 10.34%, $581m #1, $1037m #1, $cprt #81, filed 6.9%, market makers XXXX%
Top accounts mentioned or mentioned by @mapletreecap @rubicon59 @stockgeektv @joinyellowbrick @altafoxcapital @writedowncap
Top assets mentioned McGraw Hill, Inc. (MH) Copart, Inc. (CPRT) Verisign, Inc. (VRSN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Short-Bias $MH before they IPO today - TLDR; PE-backed IPOs perform bad $MH will be no stranger as high-leverage metrics screen well for quant shorts as market makers do what they do will see reverse-gamma which is multiplied by the fact this thing has XX% float. Additionally they're losing pricing quick tailwinds of school budgets being inflated post COVID are over / phasing out and publicly available contract and renewal documents indicate XX% discounting in just the last few months on renewals. See XX% - XX% downside. Last big point is that they've been underpaying author royalties for the"
X Link @MinusCherry 2025-07-24T13:05Z XXX followers, XXX engagements
"2) Diving deeper into the growth of the K-12 segment per MH's FY 2019 report the K-12 business was $581m. Using run-rate Q1 2026 figures that number is now at $1037m; a XXX% increase (almost 2x)"
X Link @MinusCherry 2025-08-15T13:45Z XXX followers, XXX engagements
"Also good thing to note is that $MH was targeting an initial "$19.00 and $XXXXX per share" range. They are now coming in at $XXXXX - makes you think about how roadshow demand actually looked since they raised XX% less than the mid-point of the range as of July 18th 2025. Likely had to cut price due to lower demand; thing might pop today / next few days but underlying investors clearly had to be convinced to take this on their books. Good context to have if considering a position. Lower proceeds raised also makes the leverage issue worse since they intended to pay-down debt here with the"
X Link @MinusCherry 2025-07-24T13:47Z XXX followers, XXX engagements
"1) A recent lawsuit filed by the former Global VP of Human Relations in April 2025 titled Christine Arnold vs. Copart Inc. reveals a culture at CPRT of executives showing up to meetings drunk being caught with prostitute at company sponsored events (and forcing HR to accommodate them) and a large male executive almost cornering the plaintiff and screaming at her when she spoke out against this internally"
X Link @MinusCherry 2025-09-09T14:34Z XXX followers, 1076 engagements
"4) $MH has been a major beneficiary of the post-COVID ESSER funding alongside Federal and State funding. In 2019 the K-12 business was $581m. Using run-rate Q1 2026 figures that number is now at $1037m; a XXX% increase (almost 2x). This is despite enrollments being down from 2019 - MH using NCES data stated that enrollments were at 56m for the year. Using the same source for 2023 (likely real-time) the number was at 49.5m a XX% decline. Yet MH grew the K-12 business by XXX% To compare the Higher Education segment (universities colleges etc.) just saw growth of XX% over the same period. The"
X Link @MinusCherry 2025-10-06T13:50Z XXX followers, XX engagements
"Quick note on recent controversy and potential red-flags @ $CPRT which is down XX% YTD so far and is down XX% from its peak share-price of $XXXXX. A recent lawsuit from the former VP of HR (worked at $CPRT for XX years) reveals a culture of "debauchery"; this comes at a time when $CPRT is in the most competitive environment they've been in over the last 4-5 years against an insurgent IAA and when company executives are said to show up to meetings drunk.it's not a good sign. See here & below:"
X Link @MinusCherry 2025-09-09T14:34Z XXX followers, 10.8K engagements
"1) More conviction in the $MH potential short (posted long form write-up on VIC will circulate post 45-day period) as they reported Q1 2026 earnings yesterday. The gave 2026 full-year guidance revenue growth of (4%).well below the long-term revenue growth range marketed of +5%. They claim it's due to the one-time cyclicity in the K-12 market and that FY 2026 will suffer from a lower fiscal budget for their end-market that should be rectified come FY 2027. I doubt it; see below:"
X Link @MinusCherry 2025-08-15T13:45Z XXX followers, 4080 engagements
"As an update on $MH it has been approximately two months since my initial post on VIC so I'm now able to share the contents of that write-up. While not as exciting as shorting at the expected $XX pre-IPO (when I started looking at the name) or $XX at IPO I don't foresee any of the headwinds impacting the stock + business going away anytime soon. See the thread below for more specifics but overall: 1) You have a majority owner (85%) that is incentivized to sell large chunks quickly post-lockup 2) XX% discounting for their K-12 segment (50% of revenues) 3) A recently revived lawsuit from"
X Link @MinusCherry 2025-10-06T13:50Z XXX followers, XXX engagements
"8) So when does management have to revise guidance down / we see this start to play out Well recently management has been using the new administration's stance on education as the reason why the K-12 segment has seen struggling growth and that once this year laps all should be back to normal. My issue with that is that I argue this downtrend is more structural than cyclical. What was cyclical was the growth in the segment now you're going to see lower government spending from both parties + lower municipal budgets for elementary and secondary school education. I believe that once management"
X Link @MinusCherry 2025-10-06T13:50Z XXX followers, XXX engagements
"$VRSN - was initially looking at as a long now flipped short over next XX months. Have more detailed notes I've written up that I can share if interested but general idea is that growth YTD is driven by high-churn registrars through rebates (can use ICANN monthly .Com data to find YTD aggregation. WayBack machine of these registrars shows discounting of XX% in some cases. These discounts are structured as rebates if registrars hit certain growth rates so all the investment falls on registrars. After reading through the data I see growth slowing into Q1 FY2026E and since these registrars"
X Link @MinusCherry 2025-10-15T13:36Z XXX followers, 5802 engagements
"3) In January 2021 a class-action lawsuit was filed by MH authors against MH claiming that they were underpaid royalties. The breach of contract claims centers on MHs alleged reduction or cessation of royalty payments on revenues generated through its online platform Connect. The case was dismissed in January 2022; however it was reopened in 2024. Cengage recently settled a class action lawsuit from authors alleging very similar violations. Lawsuit alleges for two online platforms MindTap and Cengage Unlimited. Cengage settled in November 2024 and announced in April 2025 that they are new"
X Link @MinusCherry 2025-10-06T13:50Z XXX followers, XX engagements
"3) This is despite enrollments being down from 2019 - $MH using NCES data stated that enrollments were at 56m for the year. Using the same source for 2023 (likely real-time) the number was at 49.5m a XX% decline. Yet $MH grew the K-12 business by 177%"
X Link @MinusCherry 2025-08-15T13:45Z XXX followers, XXX engagements
"$MH stock up XX% as Goldman sees XX% upside over the next 12-months. I wonder who the lead under-writer here was"
X Link @MinusCherry 2025-08-18T15:14Z XXX followers, XXX engagements
"While it isn't as exciting as when it was supposed to IPO at $XX or when it IPO'd at $XX I still believe $MH could be a good funding short given the above mentioned tailwinds aren't necessarily going away anytime soon. If this spikes back to $XX - $XX could be good to short into that spike"
X Link @MinusCherry 2025-10-06T13:51Z XXX followers, XXX engagements
"$MH Add it to the list not surprised to see this. - "The complaint cites at least 5900 instances of overcharges. In Osceola County one overcharge exceeded $279000. Another example cited by the state involved a textbook title sold to Miami-Dade County at a discount but offered to nine other districts at higher prices resulting in more than $250000 in additional costs.""
X Link @MinusCherry 2025-08-20T16:29Z XXX followers, 1614 engagements
"1) Platinum Equity owns XX% of the common stock and pension fund documents from The Santa Barbara County Employees Retirement System show they are currently in the market raising their next PE fund. Given $MH has done well for them on a MOIC (likely 2x) and given LPs focus on DPI and $MH being one of their better investments it's likely they sell post-lock up in January 2026. For context the 2022 fundraising process was rolled out in late 2021 so also likely that this rolls out late 2025 to time with the selling of the stake in January 2026 (timing works out really well for Platinum)"
X Link @MinusCherry 2025-10-06T13:50Z XXX followers, XX engagements
"6) This isn't' just a FY 2026 problem for $MH as is being portrayed but is a problem for the years ahead. Funny to also note how in the FY 2019 report for the K-12 business their TAM was $6.6b but as of today they market their TAM as $9.3b despite enrollments down 17%. Likely per customer revenues were up given inflated school board budgets but that's all reversing here"
X Link @MinusCherry 2025-08-15T13:45Z XXX followers, XXX engagements
"Is definitely a larger market cap name and has historically been relatively stable; can maybe be used as a hedge in a portfolio. Anyways have been looking at a few long ideas too as to not saturate this feed with a bunch of short ideas haha"
X Link @MinusCherry 2025-10-15T13:37Z XXX followers, XXX engagements
"5) Important to note K-12 business was XX% of business in FY 2019 and is now effectively XX% today. Given the materially higher mix and nominal growth rate $MH is extremely exposed to the multi-year trend of school board budgets being deflated back to the mean (less so cutting more so phasing out of temporary stimulus into the market)"
X Link @MinusCherry 2025-08-15T13:45Z XXX followers, XXX engagements
"4) To compare the Higher Education segment (Universities Colleges etc.) just saw growth of XX% over the same period; how did the K-12 segment growth this quickly Full write-up to be released on Substack mid-September covers this more (currently only on VIC) but purely driven by ESSER funding that expires next year"
X Link @MinusCherry 2025-08-15T13:45Z XXX followers, XXX engagements
"P.S. - Don't let yourself be exit liquidity"
X Link @MinusCherry 2025-07-24T13:07Z XXX followers, XXX engagements