[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.] #  @RecoveryTrade Another value investor Another value investor posts on X about hong kong, $cold, upside, 2x the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1407791097812709377/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +34% - X Months XXXXXXX +323% - X Year XXXXXXX +50% ### Mentions: XX [#](/creator/twitter::1407791097812709377/posts_active)  - X Week XX +3.20% - X Month XX +23% - X Months XXX +46% - X Year XXX -XXXX% ### Followers: XXXXX [#](/creator/twitter::1407791097812709377/followers)  - X Week XXXXX +0.47% - X Month XXXXX +1.90% - X Months XXXXX +31% - X Year XXXXX +37% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1407791097812709377/influencer_rank)  ### Social Influence [#](/creator/twitter::1407791097812709377/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [travel destinations](/list/travel-destinations) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [hong kong](/topic/hong-kong) 1.48%, [$cold](/topic/$cold) 1.48%, [upside](/topic/upside) #899, [2x](/topic/2x) 0.74%, [$8bn](/topic/$8bn) 0.74%, [infra](/topic/infra) 0.74%, [dividend yield](/topic/dividend-yield) 0.74%, [decent](/topic/decent) 0.74%, [$bhf](/topic/$bhf) 0.74%, [$bhfap](/topic/$bhfap) XXXX% **Top accounts mentioned or mentioned by** [@mikefritzell](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@thepupil11](/creator/undefined) [@valuepraya](/creator/undefined) [@mrneutralman](/creator/undefined) [@irbezek](/creator/undefined) [@tsxman](/creator/undefined) [@realassetsvalue](/creator/undefined) [@philhk](/creator/undefined) [@smartkarma](/creator/undefined) [@inflexiosearch](/creator/undefined) [@taobanker](/creator/undefined) [@yetanothervalue](/creator/undefined) [@andrewrangeley](/creator/undefined) [@smalikjo](/creator/undefined) [@scalphunter_](/creator/undefined) [@thelonghappy](/creator/undefined) [@blondesnmoney](/creator/undefined) [@bitmoreleverage](/creator/undefined) [@yenoms](/creator/undefined) **Top assets mentioned** [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Brighthouse Financial, Inc. (BHF)](/topic/$bhf) [Coca-Cola Co (KO)](/topic/$ko) [Camden Property Trust (CPT)](/topic/$cpt) [Park Hotels & Resorts Inc. Common Stock (PK)](/topic/$pk) [Innova (INN)](/topic/$inn) ### Top Social Posts [#](/creator/twitter::1407791097812709377/posts) --- Top posts by engagements in the last XX hours "Admiring Swire Pacific's buyback activity" [X Link](https://x.com/RecoveryTrade/status/1661066063025704961) [@RecoveryTrade](/creator/x/RecoveryTrade) 2023-05-23T17:46Z 2794 followers, 3828 engagements "Shares of (Hong Kong Ferry) are finally trading higher. Stock is net/net with cash equal to 1.2x mcap available for sale properties of 1.1x mcap and other properties equal to 2x mcap" [X Link](https://x.com/RecoveryTrade/status/1937767008780869912) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-06-25T06:57Z 2798 followers, 10.2K engagements "Hong Kong Ferry outperforming its parent Henderson Land which is issuing HK$8bn of CBs. Win/win would be asking its subs to pay a special dividend" [X Link](https://x.com/RecoveryTrade/status/1943581746060235131) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-07-11T08:02Z 2798 followers, XXX engagements "Anyone have views on $COLD Trading at sub 10x AFFO XXX% divvy yield XX% payout. ND is 6x Adj. EBITDA cap rate is XX. I've been lucky enough to stay clear. At these levels can't deny that it looks attractive" [X Link](https://x.com/RecoveryTrade/status/1964344325619540049) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-09-06T15:05Z 2797 followers, 48.2K engagements "I've started buying $COLD and I expect to continue buying at these levels. At this valuation I also wouldn't be surprised if $COLD begins to attract infra PE interest. Extreme investor fatigue despite having decent fundamentals vs other dislocated REITs in recent years" [X Link](https://x.com/RecoveryTrade/status/1968047872517214693) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-09-16T20:22Z 2797 followers, 4643 engagements "Anyone here own Tingyi Holding Corp Stock has undergone a major correction not clear if there is any fundamental basis for this. Attractive valuation (6x EBITDA 12x PE X% dividend yield) and decent historical compounding" [X Link](https://x.com/RecoveryTrade/status/1974460400105361810) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-04T13:03Z 2797 followers, 2561 engagements "Brighthouse Financial XXX% pref shares $BHFAP priced at XX% discount to redemption price w. current yield of 10%. Was trading at 25/sh one year ago. Anyone following this situation" [X Link](https://x.com/RecoveryTrade/status/1966498453615501700) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-09-12T13:45Z 2798 followers, 6248 engagements "@Andy__KH @SnowballCaptial Sales of just a few floors to a few tenants no arms-length sales to financial investors. Management is not able to sell below NAV which is a fake overvalued number" [X Link](https://x.com/RecoveryTrade/status/1976217848319197652) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-09T09:27Z 2798 followers, XX engagements "@Andy__KH @SnowballCaptial Jardine Matheson vs. Swire Pacific B Shares. These lines will cross again . I believe the catalyst could be JM announcing acquisitions - this is inevitable with so many PE dudes seconded into mgmt" [X Link](https://x.com/RecoveryTrade/status/1976219016348958886) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-09T09:31Z 2798 followers, XX engagements "@Andy__KH @SnowballCaptial Or just buy Swire Pacific better assets better valuation more simple etc" [X Link](https://x.com/RecoveryTrade/status/1976221539805876592) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-09T09:41Z 2798 followers, XX engagements "@Mr_Neutral_Man I hope this all plays out well I certainly am heavily invested but I am focused more on contra opinions given the extent of underperformance of large cap US multi" [X Link](https://x.com/RecoveryTrade/status/1979021864417546420) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-17T03:09Z 2798 followers, XXX engagements "@Mr_Neutral_Man This sounds academic but its intellectually dishonest for REIT managers to be using cost of debt as a hurdle rate for development when they are XX% equity capitalized. I understand the long thesis but I am concerned about things that could undermine that" [X Link](https://x.com/RecoveryTrade/status/1979024899424330208) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-17T03:21Z 2798 followers, XXX engagements "Jardine Matheson $JM.SP finally catches a bid. Sell-side does not seem to understand the leverage created by its subcos trading at significant NAV discounts. If all of those discounts are unlocked upside is 3-4x from here" [X Link](https://x.com/RecoveryTrade/status/1945717844655968572) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-07-17T05:30Z 2798 followers, 8648 engagements "Amazed at the continued outperformance in I sold around $4/sh (below my $5/sh upside target) and never expected this. Seeing much better relative value in another net-net situation with fair value in the $7-9/sh range" [X Link](https://x.com/RecoveryTrade/status/1968053107306508713) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-09-16T20:43Z 2799 followers, XXX engagements "Controversial opinion but I believe that Swire Pacific (46% NAV disc) is way better value vs. Jardine Matheson (20% NAV disc)" [X Link](https://x.com/RecoveryTrade/status/1976205400350609575) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-09T08:37Z 2798 followers, XXX engagements "Sorry I correct myself the B shares of are at XX% NAV discount not XX% which is the A shares" [X Link](https://x.com/RecoveryTrade/status/1976207174654136474) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-09T08:44Z 2798 followers, XXX engagements "@niurn_writes Buying you get Swire Properties at market value (which trades at a XX% disc. to revalued NAV) and then getting Cathay Haeco and Asia Pac $KO bottling for free. Compares very favorably vs. JM in every respect" [X Link](https://x.com/RecoveryTrade/status/1976212075073634410) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-09T09:04Z 2798 followers, XX engagements "@MichaelAArouet Why wouldn't you compare housing with the return on credit funds" [X Link](https://x.com/RecoveryTrade/status/1978981295720890724) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-17T00:28Z 2799 followers, XX engagements "@Mr_Neutral_Man Interesting comment by $CPT in conference. Many REITs claiming they can develop to a X cap while private market trades below replacement value the two cannot be possible at the same time. IMO this highlights key risk factor of empire building by entrenched mgmt and dev't teams" [X Link](https://x.com/RecoveryTrade/status/1979005054460838019) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-17T02:02Z 2798 followers, XXX engagements "@waterboystocks How did you calculate the cap rate Ive owned $PK $INN and $RLJ all disasters for the last X years for similar reasons. Open ended question is whether this sector is a value trap given high capex and low single digit ROIC" [X Link](https://x.com/RecoveryTrade/status/1979404872127779022) [@RecoveryTrade](/creator/x/RecoveryTrade) 2025-10-18T04:31Z 2799 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.]
@RecoveryTrade Another value investor
Another value investor posts on X about hong kong, $cold, upside, 2x 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 XXXXX -XX%
- X Month XXXXXX +34%
- X Months XXXXXXX +323%
- X Year XXXXXXX +50%
Mentions: XX #
- X Week XX +3.20%
- X Month XX +23%
- X Months XXX +46%
- X Year XXX -XXXX%
Followers: XXXXX #
- X Week XXXXX +0.47%
- X Month XXXXX +1.90%
- X Months XXXXX +31%
- X Year XXXXX +37%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% travel destinations XXXX% stocks XXXX%
Social topic influence hong kong 1.48%, $cold 1.48%, upside #899, 2x 0.74%, $8bn 0.74%, infra 0.74%, dividend yield 0.74%, decent 0.74%, $bhf 0.74%, $bhfap XXXX%
Top accounts mentioned or mentioned by @mikefritzell @mr_neutral_man @thepupil11 @valuepraya @mrneutralman @irbezek @tsxman @realassetsvalue @philhk @smartkarma @inflexiosearch @taobanker @yetanothervalue @andrewrangeley @smalikjo @scalphunter_ @thelonghappy @blondesnmoney @bitmoreleverage @yenoms
Top assets mentioned Americold Realty Trust, Inc. (COLD) Brighthouse Financial, Inc. (BHF) Coca-Cola Co (KO) Camden Property Trust (CPT) Park Hotels & Resorts Inc. Common Stock (PK) Innova (INN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Admiring Swire Pacific's buyback activity"
X Link @RecoveryTrade 2023-05-23T17:46Z 2794 followers, 3828 engagements
"Shares of (Hong Kong Ferry) are finally trading higher. Stock is net/net with cash equal to 1.2x mcap available for sale properties of 1.1x mcap and other properties equal to 2x mcap"
X Link @RecoveryTrade 2025-06-25T06:57Z 2798 followers, 10.2K engagements
"Hong Kong Ferry outperforming its parent Henderson Land which is issuing HK$8bn of CBs. Win/win would be asking its subs to pay a special dividend"
X Link @RecoveryTrade 2025-07-11T08:02Z 2798 followers, XXX engagements
"Anyone have views on $COLD Trading at sub 10x AFFO XXX% divvy yield XX% payout. ND is 6x Adj. EBITDA cap rate is XX. I've been lucky enough to stay clear. At these levels can't deny that it looks attractive"
X Link @RecoveryTrade 2025-09-06T15:05Z 2797 followers, 48.2K engagements
"I've started buying $COLD and I expect to continue buying at these levels. At this valuation I also wouldn't be surprised if $COLD begins to attract infra PE interest. Extreme investor fatigue despite having decent fundamentals vs other dislocated REITs in recent years"
X Link @RecoveryTrade 2025-09-16T20:22Z 2797 followers, 4643 engagements
"Anyone here own Tingyi Holding Corp Stock has undergone a major correction not clear if there is any fundamental basis for this. Attractive valuation (6x EBITDA 12x PE X% dividend yield) and decent historical compounding"
X Link @RecoveryTrade 2025-10-04T13:03Z 2797 followers, 2561 engagements
"Brighthouse Financial XXX% pref shares $BHFAP priced at XX% discount to redemption price w. current yield of 10%. Was trading at 25/sh one year ago. Anyone following this situation"
X Link @RecoveryTrade 2025-09-12T13:45Z 2798 followers, 6248 engagements
"@Andy__KH @SnowballCaptial Sales of just a few floors to a few tenants no arms-length sales to financial investors. Management is not able to sell below NAV which is a fake overvalued number"
X Link @RecoveryTrade 2025-10-09T09:27Z 2798 followers, XX engagements
"@Andy__KH @SnowballCaptial Jardine Matheson vs. Swire Pacific B Shares. These lines will cross again . I believe the catalyst could be JM announcing acquisitions - this is inevitable with so many PE dudes seconded into mgmt"
X Link @RecoveryTrade 2025-10-09T09:31Z 2798 followers, XX engagements
"@Andy__KH @SnowballCaptial Or just buy Swire Pacific better assets better valuation more simple etc"
X Link @RecoveryTrade 2025-10-09T09:41Z 2798 followers, XX engagements
"@Mr_Neutral_Man I hope this all plays out well I certainly am heavily invested but I am focused more on contra opinions given the extent of underperformance of large cap US multi"
X Link @RecoveryTrade 2025-10-17T03:09Z 2798 followers, XXX engagements
"@Mr_Neutral_Man This sounds academic but its intellectually dishonest for REIT managers to be using cost of debt as a hurdle rate for development when they are XX% equity capitalized. I understand the long thesis but I am concerned about things that could undermine that"
X Link @RecoveryTrade 2025-10-17T03:21Z 2798 followers, XXX engagements
"Jardine Matheson $JM.SP finally catches a bid. Sell-side does not seem to understand the leverage created by its subcos trading at significant NAV discounts. If all of those discounts are unlocked upside is 3-4x from here"
X Link @RecoveryTrade 2025-07-17T05:30Z 2798 followers, 8648 engagements
"Amazed at the continued outperformance in I sold around $4/sh (below my $5/sh upside target) and never expected this. Seeing much better relative value in another net-net situation with fair value in the $7-9/sh range"
X Link @RecoveryTrade 2025-09-16T20:43Z 2799 followers, XXX engagements
"Controversial opinion but I believe that Swire Pacific (46% NAV disc) is way better value vs. Jardine Matheson (20% NAV disc)"
X Link @RecoveryTrade 2025-10-09T08:37Z 2798 followers, XXX engagements
"Sorry I correct myself the B shares of are at XX% NAV discount not XX% which is the A shares"
X Link @RecoveryTrade 2025-10-09T08:44Z 2798 followers, XXX engagements
"@niurn_writes Buying you get Swire Properties at market value (which trades at a XX% disc. to revalued NAV) and then getting Cathay Haeco and Asia Pac $KO bottling for free. Compares very favorably vs. JM in every respect"
X Link @RecoveryTrade 2025-10-09T09:04Z 2798 followers, XX engagements
"@MichaelAArouet Why wouldn't you compare housing with the return on credit funds"
X Link @RecoveryTrade 2025-10-17T00:28Z 2799 followers, XX engagements
"@Mr_Neutral_Man Interesting comment by $CPT in conference. Many REITs claiming they can develop to a X cap while private market trades below replacement value the two cannot be possible at the same time. IMO this highlights key risk factor of empire building by entrenched mgmt and dev't teams"
X Link @RecoveryTrade 2025-10-17T02:02Z 2798 followers, XXX engagements
"@waterboystocks How did you calculate the cap rate Ive owned $PK $INN and $RLJ all disasters for the last X years for similar reasons. Open ended question is whether this sector is a value trap given high capex and low single digit ROIC"
X Link @RecoveryTrade 2025-10-18T04:31Z 2799 followers, XXX engagements