[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.] #  @OSA_Rochester O'Keefe Stevens Advisory O'Keefe Stevens Advisory posts on X about $modg, business, $luck, the first the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1520071985878949893/interactions)  - X Week XXX -XX% - X Month XXXXX -XX% - X Months XXXXXX -XX% - X Year XXXXXXX +28% ### Mentions: X [#](/creator/twitter::1520071985878949893/posts_active)  - X Month XX -XX% - X Months XXX -XX% - X Year XXX +37% ### Followers: XXXXX [#](/creator/twitter::1520071985878949893/followers)  - X Week XXXXX +2.30% - X Month XXXXX +4.60% - X Months XXXXX +14% - X Year XXXXX +50% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1520071985878949893/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [$modg](/topic/$modg) #6, [business](/topic/business), [$luck](/topic/$luck) #3, [the first](/topic/the-first), [$bgc](/topic/$bgc), [$11b](/topic/$11b), [$770m](/topic/$770m), [dividend](/topic/dividend), [debt](/topic/debt), [core](/topic/core) **Top accounts mentioned or mentioned by** [@marcuslemonis](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@paulbunyancap](/creator/undefined) [@bitmoreleverage](/creator/undefined) [@travelamigo](/creator/undefined) [@davewelike](/creator/undefined) [@capitalrojas](/creator/undefined) [@olivierr](/creator/undefined) [@seekingalpha](/creator/undefined) [@jbbj1221](/creator/undefined) [@bleeckerst](/creator/undefined) [@steve382](/creator/undefined) [@shafrontom](/creator/undefined) [@toddforthree](/creator/undefined) [@stockspinoffss](/creator/undefined) [@_city_of_fury](/creator/undefined) [@lumbergame](/creator/undefined) [@equitymates](/creator/undefined) [@bioguru1986](/creator/undefined) [@edmundsec](/creator/undefined) **Top assets mentioned** [Topgolf Callaway Brands Corp. (MODG)](/topic/$modg) [BGC Group, Inc. Class A Common Stock (BGC)](/topic/$bgc) [School Hack Coin (SHC)](/topic/$shc) [Aercap Holdings N.V. (AER)](/topic/$aer) ### Top Social Posts Top posts by engagements in the last XX hours "$BGC - Notable step up in volume and OI yesterday both record days" [X Link](https://x.com/OSA_Rochester/status/1984221916354458105) 2025-10-31T11:32Z 1328 followers, XXX engagements "Interesting spread today with $LUCK -X% and $MODG +4%. Two businesses and fundamentals should be pretty correlated. Continue to think TopGolf is sold and investors are positioning for this event. Anything over $X for TopGolf and this stock rips" [X Link](https://x.com/OSA_Rochester/status/1981091062161527204) 2025-10-22T20:11Z 1327 followers, XXX engagements "$MODG reports AMC - Will be very interesting to see how both TopGolf and Club business is performing. The K-shaped economy continues to wreak havoc on all things tied to the middle and lower-end consumer. Golf skews higher however TopGolf skews across the board. Interested to hear how the value proposition has played out thus far with the half-off weekdays promotion. On the club side new launches are being announced. Any early takeaways will be important. Odyssey recently launched new square X square putters trying to take on LAB putters. No TopGolf CEO has been announced and we are 3+ months" [X Link](https://x.com/OSA_Rochester/status/1986513190390305110) 2025-11-06T19:17Z 1327 followers, XXX engagements "I think it's very strange JPM hasn't updated their $MODG thoughts since 8/7. We are past the typical window for them to update their thoughts/estimates. In their 8/7 piece they disclose TopGolf Callaway as an IB client and they expect to receive compensation within X months which coincides with Artie Starrs departing TopGolf. It all makes too much sense" [X Link](https://x.com/OSA_Rochester/status/1988329775459639625) 2025-11-11T19:35Z 1327 followers, XXX engagements "$MODG - As I have been predicting Callaway is selling TopGolf for $1.1B (phenomenal price) though it is retaining XX% interest net $770m of proceeds. Relative to what I was hoping for this is a great result. Negative - Was hoping to completely remove the TopGolf business and use proceeds to delever (they are) and repurchase stock (they will just to a lesser extent). I'd expect them to have the option to sell the remaining interest to Leonard Green over the next 3-5 years. B/S - Completely removes the leases/DLF liabilities + puts them at $100m net cash. Remain co EV of $1.9B. Stock should be" [X Link](https://x.com/OSA_Rochester/status/1990760130464326139) 2025-11-18T12:32Z 1327 followers, 1495 engagements "$MODG - Last-minute add to a Jefferies conference. New presentation on their IR website lays out the TopGolf sale rationale very well" [X Link](https://x.com/OSA_Rochester/status/1993358230999748774) 2025-11-25T16:36Z 1327 followers, XXX engagements "No comment on $LUCK increasing their dividend as a company that's already highly levered and cannot use all of their interest expense to offset taxes. Makes sense to divert cash to equity holders instead of debt given who owns the equity" [X Link](https://x.com/OSA_Rochester/status/1985824843552395618) 2025-11-04T21:41Z 1328 followers, XXX engagements "Really enjoyed chatting with @stockspinoffss about Topgolf Callaway and $MODG. We dug into the Topgolf sale capital structure what the XX% stake really represents and how the core golf business looks from here. Always fun to talk golf and investing at the same time" [X Link](https://x.com/OSA_Rochester/status/1996557256360407518) 2025-12-04T12:28Z 1328 followers, 5345 engagements "$SHC - Another nice print. Should have bought it after they missed the first qtr after the analyst day. Pretty good deleveraging story unfolding" [X Link](https://x.com/OSA_Rochester/status/1985681317476937830) 2025-11-04T12:11Z 1330 followers, XXX engagements "$AER - Obviously not apples to apples since every fleet is different but Steven Townend CEO of BOC Aviation mentioned on the Airline Economics podcast that in the first half of 2025 their appraised fair value of assets came in XX% above book value. He noted that narrow body lease rates are likely to plateau while wide body supply remains tight leading to higher lease rates" [X Link](https://x.com/OSA_Rochester/status/1997992969681485999) 2025-12-08T11:33Z 1330 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.]
@OSA_Rochester O'Keefe Stevens Advisory
O'Keefe Stevens Advisory posts on X about $modg, business, $luck, the first the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXX -XX%
- X Month XXXXX -XX%
- X Months XXXXXX -XX%
- X Year XXXXXXX +28%
Mentions: X #
- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX +37%
Followers: XXXXX #
- X Week XXXXX +2.30%
- X Month XXXXX +4.60%
- X Months XXXXX +14%
- X Year XXXXX +50%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance cryptocurrencies
Social topic influence $modg #6, business, $luck #3, the first, $bgc, $11b, $770m, dividend, debt, core
Top accounts mentioned or mentioned by @marcuslemonis @joinyellowbrick @paulbunyancap @bitmoreleverage @travelamigo @davewelike @capitalrojas @olivierr @seekingalpha @jbbj1221 @bleeckerst @steve382 @shafrontom @toddforthree @stockspinoffss @_city_of_fury @lumbergame @equitymates @bioguru1986 @edmundsec
Top assets mentioned Topgolf Callaway Brands Corp. (MODG) BGC Group, Inc. Class A Common Stock (BGC) School Hack Coin (SHC) Aercap Holdings N.V. (AER)
Top Social Posts
Top posts by engagements in the last XX hours
"$BGC - Notable step up in volume and OI yesterday both record days"
X Link 2025-10-31T11:32Z 1328 followers, XXX engagements
"Interesting spread today with $LUCK -X% and $MODG +4%. Two businesses and fundamentals should be pretty correlated. Continue to think TopGolf is sold and investors are positioning for this event. Anything over $X for TopGolf and this stock rips"
X Link 2025-10-22T20:11Z 1327 followers, XXX engagements
"$MODG reports AMC - Will be very interesting to see how both TopGolf and Club business is performing. The K-shaped economy continues to wreak havoc on all things tied to the middle and lower-end consumer. Golf skews higher however TopGolf skews across the board. Interested to hear how the value proposition has played out thus far with the half-off weekdays promotion. On the club side new launches are being announced. Any early takeaways will be important. Odyssey recently launched new square X square putters trying to take on LAB putters. No TopGolf CEO has been announced and we are 3+ months"
X Link 2025-11-06T19:17Z 1327 followers, XXX engagements
"I think it's very strange JPM hasn't updated their $MODG thoughts since 8/7. We are past the typical window for them to update their thoughts/estimates. In their 8/7 piece they disclose TopGolf Callaway as an IB client and they expect to receive compensation within X months which coincides with Artie Starrs departing TopGolf. It all makes too much sense"
X Link 2025-11-11T19:35Z 1327 followers, XXX engagements
"$MODG - As I have been predicting Callaway is selling TopGolf for $1.1B (phenomenal price) though it is retaining XX% interest net $770m of proceeds. Relative to what I was hoping for this is a great result. Negative - Was hoping to completely remove the TopGolf business and use proceeds to delever (they are) and repurchase stock (they will just to a lesser extent). I'd expect them to have the option to sell the remaining interest to Leonard Green over the next 3-5 years. B/S - Completely removes the leases/DLF liabilities + puts them at $100m net cash. Remain co EV of $1.9B. Stock should be"
X Link 2025-11-18T12:32Z 1327 followers, 1495 engagements
"$MODG - Last-minute add to a Jefferies conference. New presentation on their IR website lays out the TopGolf sale rationale very well"
X Link 2025-11-25T16:36Z 1327 followers, XXX engagements
"No comment on $LUCK increasing their dividend as a company that's already highly levered and cannot use all of their interest expense to offset taxes. Makes sense to divert cash to equity holders instead of debt given who owns the equity"
X Link 2025-11-04T21:41Z 1328 followers, XXX engagements
"Really enjoyed chatting with @stockspinoffss about Topgolf Callaway and $MODG. We dug into the Topgolf sale capital structure what the XX% stake really represents and how the core golf business looks from here. Always fun to talk golf and investing at the same time"
X Link 2025-12-04T12:28Z 1328 followers, 5345 engagements
"$SHC - Another nice print. Should have bought it after they missed the first qtr after the analyst day. Pretty good deleveraging story unfolding"
X Link 2025-11-04T12:11Z 1330 followers, XXX engagements
"$AER - Obviously not apples to apples since every fleet is different but Steven Townend CEO of BOC Aviation mentioned on the Airline Economics podcast that in the first half of 2025 their appraised fair value of assets came in XX% above book value. He noted that narrow body lease rates are likely to plateau while wide body supply remains tight leading to higher lease rates"
X Link 2025-12-08T11:33Z 1330 followers, XXX engagements