# ![@StockForester Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1623642757058158595.png) @StockForester Stock Forester

Stock Forester posts on X about debt, $clmt, acquisition, $nwl the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1623642757058158595/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1623642757058158595/c:line/m:interactions.svg)

- [--] Week [---] +14%
- [--] Month [-----] +194%
- [--] Months [------] +955%
- [--] Year [------] +269%

### Mentions: [--] [#](/creator/twitter::1623642757058158595/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1623642757058158595/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] +27%
- [--] Months [--] +1,540%
- [--] Year [--] +378%

### Followers: [---] [#](/creator/twitter::1623642757058158595/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1623642757058158595/c:line/m:followers.svg)

- [--] Week [---] +0.45%
- [--] Month [---] +4.70%
- [--] Months [---] +86%
- [--] Year [---] +133%

### CreatorRank: undefined [#](/creator/twitter::1623642757058158595/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1623642757058158595/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  37% [stocks](/list/stocks)  15% [technology brands](/list/technology-brands)  4% [currencies](/list/currencies)  2% [social networks](/list/social-networks)  2% [automotive brands](/list/automotive-brands)  1% [travel destinations](/list/travel-destinations)  1% [countries](/list/countries)  1%

**Social topic influence**
[debt](/topic/debt) 11%, [$clmt](/topic/$clmt) 11%, [acquisition](/topic/acquisition) 10%, [$nwl](/topic/$nwl) 9%, [in the](/topic/in-the) 7%, [$nwlmi](/topic/$nwlmi) 5%, [$crox](/topic/$crox) #61, [$vmd](/topic/$vmd) 4%, [ceo](/topic/ceo) 3%, [ai](/topic/ai) 3%

**Top accounts mentioned or mentioned by**
[@andrewrangeley](/creator/undefined) [@berkelkip](/creator/undefined) [@sammccolgan](/creator/undefined) [@pedroleongarci2](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@hoherimmer](/creator/undefined) [@carlosmoram](/creator/undefined) [@randomguy5567](/creator/undefined) [@roojoo3](/creator/undefined) [@nesjamag](/creator/undefined) [@toffcap](/creator/undefined) [@hurdlerate](/creator/undefined) [@beentherecap](/creator/undefined) [@jefke00](/creator/undefined) [@chickenreaper](/creator/undefined) [@elcapimomentum](/creator/undefined) [@daringredients](/creator/undefined) [@dismassetbkd](/creator/undefined) [@lolkikko](/creator/undefined)

**Top assets mentioned**
[Newell Brands Inc (NWL)](/topic/$nwl) [Crocs, Inc. (CROX)](/topic/$crox) [AbbVie Inc (ABBV)](/topic/$abbv) [Capri Holdings Limited (CPRI)](/topic/$cpri) [Spotify Technology (SPOT)](/topic/spotify) [Superp (SUP)](/topic/$sup) [DAR Open Network (DAR)](/topic/$dar) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Metadium (META)](/topic/$meta) [The GEO Group, Inc. (GEO)](/topic/$geo) [CoreCivic, Inc. (CXW)](/topic/$cxw) [Altria Group Inc (MO)](/topic/$mo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NWL.MI $CA.PA The presentation was uploaded after the Carrefour acquisition I will share some thoughts below. Please let me know if you have any questions"  
[X Link](https://x.com/StockForester/status/1996328804852093393)  2025-12-03T21:20Z [---] followers, [---] engagements


"My new post on Logic Instrument $ALLOG.PA is now live A Rheinmetall $RHM.DE partner and play on Europe spending on Defence and Security. Feel free to comment or ask any questions You can find the link below"  
[X Link](https://x.com/StockForester/status/2013340855877161374)  2026-01-19T20:00Z [---] followers, [---] engagements


"I decided to do a smaller write-up to start the month of February. Lost of people have posted on $CROX but what does the opportunity really look like. You can find it in the usual place or use the link below"  
[X Link](https://x.com/StockForester/status/2019515745252831617)  2026-02-05T20:57Z [---] followers, [---] engagements


"Link to the article: https://open.substack.com/pub/stockforester/p/crocs-crox-the-durable-cash-machiner=24m037&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/stockforester/p/crocs-crox-the-durable-cash-machiner=24m037&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/StockForester/status/2019515748365004964)  2026-02-05T20:57Z [---] followers, [--] engagements


"Quick snapshot on what I believe the market is valuing $CROX at:"  
[X Link](https://x.com/StockForester/status/2019515750357299702)  2026-02-05T20:57Z [---] followers, [---] engagements


"$CROX is up +20% today📈 I was pretty spot on with the revenue for both Crocs and HEYDUDE. The margin on Crocs even though they have lower revenue is AMAZING. I will share my updated DCF model and IRR assumptions somewhere in the coming week based on the CC and guidance I decided to do a smaller write-up to start the month of February. Lost of people have posted on $CROX but what does the opportunity really look like. You can find it in the usual place or use the link below https://t.co/yWgJBJib8H I decided to do a smaller write-up to start the month of February. Lost of people have posted on"  
[X Link](https://x.com/StockForester/status/2021980910397378794)  2026-02-12T16:13Z [---] followers, [---] engagements


"Interview with CEO of $NWL.MI $NWL 1/2 - 15% of the products sold at Carrefour IT (soon to be GS) will be from their own factory (400m-500m) - Sees no point in maintaining high prices for distribution sees mostly problems with the A-labels"  
[X Link](https://x.com/StockForester/status/2014721761489674345)  2026-01-23T15:27Z [---] followers, [---] engagements


"YOU ARE ASKING CROCS THE CLOGS COMPANY ABOUT AI ARE YOU JOKING ME $CROX"  
[X Link](https://x.com/StockForester/status/2022359268008321391)  2026-02-13T17:16Z [---] followers, [--] engagements


"@KyleAdamsStocks I have a few but I think the easiest one is $NWL My write-up is a bit dated but thesis still holds: https://stockforester.substack.com/p/newlat-spasd=pf https://stockforester.substack.com/p/newlat-spasd=pf"  
[X Link](https://x.com/StockForester/status/1795349457116238128)  2024-05-28T07:00Z [---] followers, [--] engagements


"@HoherImmer The operation Do you mean the acquisition of Princes limited I do not think this fish is to big to fry ;). In all seriousness I understand where you are coming from but with managements experience and their own exposure to this deal (stock ownership and loan). It will be fine"  
[X Link](https://x.com/StockForester/status/1795351385011331199)  2024-05-28T07:08Z [---] followers, [--] engagements


"@AndrewRangeley $CPRI blocked merger with Tapestry court hearing in September but I do not know why they would block this deal. So many other fashion brands"  
[X Link](https://x.com/StockForester/status/1797337967414874576)  2024-06-02T18:42Z [---] followers, [---] engagements


"@Carlos_MoraM Most important for me was that the 188m EBITDA was pre any synergies so even the 34m in cost savings. Mitsubishi invested over 150m in CAPEX in the past [--] years $NWL.MI can profit from this for free"  
[X Link](https://x.com/StockForester/status/1798250575521288689)  2024-06-05T07:08Z [---] followers, [---] engagements


"@RandomGuy5567 1/2 The DoE loan can be used for refinancing existing debt as part of eligible projects. Source: https://www.hklaw.com/en/insights/publications/2023/06/energy-departments-lpo-turns-on https://www.hklaw.com/en/insights/publications/2023/06/energy-departments-lpo-turns-on"  
[X Link](https://x.com/StockForester/status/1828515957243093199)  2024-08-27T19:32Z [---] followers, [---] engagements


"After a large twitter space session it is fascinating to see that some stocks jump by being pitched. It seems wild some twitter accounts have "so much influence" on price action within certain stocks"  
[X Link](https://x.com/StockForester/status/1836039853638639904)  2024-09-17T13:49Z [---] followers, [---] engagements


"@roojoo3 @Nesjamag @ToffCap Only problem I have is I cannot see how they will change the FCF conversion I know they will not have a lot of CapEx but OpEx will stay high and they will need to invest when capacity is full. Have no history of serious shareholder returns (Share buyback and dividends)"  
[X Link](https://x.com/StockForester/status/1839222812088664229)  2024-09-26T08:37Z [---] followers, [--] engagements


"@hurdle_rate Most controversial stock market take"  
[X Link](https://x.com/StockForester/status/1839238939632173242)  2024-09-26T09:41Z [---] followers, [---] engagements


"The phenomenon sell the news is very accurate in this case. I Do not understand how immediate deleveraging and less risk to the business leads to -9% $CLMT"  
[X Link](https://x.com/StockForester/status/1847281090509033736)  2024-10-18T14:18Z [---] followers, [---] engagements


"Amazing business still under the radar believe it should hit at max a 10% FCF yield which is more than a double from this point. Assuming no M&A. Newlat Food $NWL BUY Target price raised to [----] 26E FCF Yield 24.1%. https://t.co/n3aP59faPR Newlat Food $NWL BUY Target price raised to [----] 26E FCF Yield 24.1%. https://t.co/n3aP59faPR"  
[X Link](https://x.com/StockForester/status/1865044446036771240)  2024-12-06T14:43Z [--] followers, [--] engagements


"Need some good podcasts that I can listen to on Spotify. Valuation Pitches Market sentiment whatever"  
[X Link](https://x.com/StockForester/status/1868972903745626334)  2024-12-17T10:53Z [--] followers, [--] engagements


"I just cannot understand where some investors get the time from to be concerned about what Powell says. If you are in extremely interest rate sensitive plays such as reverse mortgages fine but everything else is just a waste of time"  
[X Link](https://x.com/StockForester/status/1869501263760810397)  2024-12-18T21:53Z [--] followers, [--] engagements


"@BeenThereCap Long $CLMT but I am not holding this for that long of a period I will sell out when the following has happened and the company is priced accordingly: - DoE loan close (Intercompany loan + lease) - Possibly selling non-core assets - Turning MRL into an operating profit (Or sell)"  
[X Link](https://x.com/StockForester/status/1871589351785984285)  2024-12-24T16:10Z [--] followers, [----] engagements


"$CLMT closed now the company can finally put the throttle down. - Clean up the balance sheet and save cashflow. - Start Max-SAF expansion - Market realizing that their SAF asset is worth more than their current MC If all this goes decent I believe there is a lot of upside"  
[X Link](https://x.com/StockForester/status/1877846243839221877)  2025-01-10T22:33Z [--] followers, [----] engagements


"$KINO.L 87.5p offer - Expected a higher initial offer think it should be about 20% higher to see a 10x EBITDA multiple - Earnings should be out which would lower the multiple - Update on DCB should improve valuation - Perhaps Tim Scott counter offers Time will tell"  
[X Link](https://x.com/StockForester/status/1921963666762510615)  2025-05-12T16:20Z [---] followers, [---] engagements


"$SUP (no position) A major reason for the company being down 70% is management dodging any questions they could have received during the earnings call. They should have answered them. How can you not know that [--] of your largest clients are looking elsewhere"  
[X Link](https://x.com/StockForester/status/1921969253843923434)  2025-05-12T16:42Z [---] followers, [----] engagements


"Ladies and gentlemen the day Alluvial Capital disclosed their position NewPrincess dropped the news: the acquisition theyd been hinting at is now official. Ill be posting a full write-up covering whats happened since my [----] note and where I believe fair value stands today"  
[X Link](https://x.com/StockForester/status/1948649925719248956)  2025-07-25T07:42Z [---] followers, [---] engagements


"@jefke00 Yes this acquisition is something I did not really see coming since they presented the slide below at their last investor conference. So there might even be more to come"  
[X Link](https://x.com/StockForester/status/1948773473943273563)  2025-07-25T15:52Z [---] followers, [--] engagements


"First intuition is that this is a net negative for $CLMT since apparently in Europe biofuels are not profitable enough for Shell to build a plant. Other thought SW US producers will now export more to Europe and $CLMT can serve the US market. https://biofuels-news.com/news/shell-will-not-restart-construction-of-rotterdam-biofuels-plant/ https://biofuels-news.com/news/shell-will-not-restart-construction-of-rotterdam-biofuels-plant/"  
[X Link](https://x.com/StockForester/status/1963149150641426487)  2025-09-03T07:56Z [---] followers, [---] engagements


"Very good $CLMT news "Delta is working with the Port of Portland and other key stakeholders to enable a sustained market and delivery structure for SAF at the Port of Portland." https://news.delta.com/delta-partners-shell-and-port-portland-first-commercial-scale-saf-uplift-portland-international https://news.delta.com/delta-partners-shell-and-port-portland-first-commercial-scale-saf-uplift-portland-international"  
[X Link](https://x.com/StockForester/status/1963882388645175407)  2025-09-05T08:30Z [---] followers, [---] engagements


"@ChickenReaper In what way Doing a basic prompt to find out certain things about the company Do you let it analyse its balance sheet or P&L"  
[X Link](https://x.com/StockForester/status/1966465777990512941)  2025-09-12T11:35Z [---] followers, [--] engagements


"I believe it is trading near 15x my calculated cashflow which is a reasonable valuation (6.67% yield). Company has about 5x normal non-whichcraft Debt to EBITDA multiple. Acquisitions are going to be less due to their leverage in my opinion"  
[X Link](https://x.com/StockForester/status/1967641172597477445)  2025-09-15T17:26Z [---] followers, [--] engagements


"I agree especially interested in the opportunity that will arise in the next severe downturn. I believe just as previous cases have shown there will be great growth assets that are price for chapter [--]. Although at the moment companies trading above 10x or 20x P/S seems crazy. Zuck on AI CapEx bubble https://t.co/Ge3AMMLJq5 Zuck on AI CapEx bubble https://t.co/Ge3AMMLJq5"  
[X Link](https://x.com/StockForester/status/1969314294421455243)  2025-09-20T08:14Z [---] followers, [---] engagements


"For the two nerds and myself the stock dropped on a total value of 25.50420:"  
[X Link](https://x.com/StockForester/status/1978560902392627553)  2025-10-15T20:37Z [---] followers, [---] engagements


"Wrote a simple no-nonsense overview on Return on Equity (ROE) and the Price-to-Book (P/B) ratio two timeless metrics every investor should understand. Sometimes the basics are where the best insights hide 😉"  
[X Link](https://x.com/StockForester/status/1978912035132817922)  2025-10-16T19:52Z [---] followers, [--] engagements


"I was thinking and collecting information to start a write-up on $ANX but after this extensive deep dive I would just encourage everybody to read this. Just published another article on Anexo Group PLC $ANX.L Most importantly I think the current situation has turned into a Stag Hunt in which the minority is likely to do well. Full article in the BIO as always. https://t.co/J4rXQS3W9s Just published another article on Anexo Group PLC $ANX.L Most importantly I think the current situation has turned into a Stag Hunt in which the minority is likely to do well. Full article in the BIO as always."  
[X Link](https://x.com/StockForester/status/1928171403758456857)  2025-05-29T19:27Z [---] followers, [---] engagements


"Huge win for $CLMT. EPA has fully granted MRLs SREs and only [--] yr at Shreveport denied. Massive RIN liability relief + cash flow upside. Balance sheet cleaner earnings stronger. Im very bullish here. https://www.epa.gov/renewable-fuel-standard/august-2025-decisions-petitions-rfs-small-refinery-exemptions https://www.epa.gov/renewable-fuel-standard/august-2025-decisions-petitions-rfs-small-refinery-exemptions"  
[X Link](https://x.com/StockForester/status/1958933307254521932)  2025-08-22T16:44Z [---] followers, [----] engagements


"Writing up a new article on a company whose setup reminds me a lot of NewLat Food $NWL in its early days. Hope to finish it this week"  
[X Link](https://x.com/StockForester/status/1962940333429285233)  2025-09-02T18:06Z [---] followers, [---] engagements


"Great earnings from $NWL - EBITDA going to the historic average of +/- 8% - 44m NWC improvement & Reduced debt by 60m When the acquisitions have been integrated in Q4 I expect a guidance increase for 2025H2 and [----]. Rev [----] of 6.5B implies 520m in EBITDA Just saying"  
[X Link](https://x.com/StockForester/status/1965495141093048673)  2025-09-09T19:18Z [---] followers, [---] engagements


"Buying a company and getting it at just over 5x earnings and receiving more net cash than you pay. Leave it to the people at $NWL Incredible acquisition it seems"  
[X Link](https://x.com/StockForester/status/1973089895951351887)  2025-09-30T18:17Z [---] followers, [---] engagements


"$IVFH Announced leadership transition sends the stock down another 15% The price has gone to the same level it was in 2023"  
[X Link](https://x.com/StockForester/status/1975641942081094039)  2025-10-07T19:18Z [---] followers, [---] engagements


"$NWL price target increase 📈 to [-----] Find the report here: No impact from Carrefour is in this PT which will increase the value by quite a lot IMO. Expect more information on or before Oct [--] https://www.borsaitaliana.it/documenti/studi.htmfilename=/media/star/db/pdf/39971488.pdf https://www.borsaitaliana.it/documenti/studi.htmfilename=/media/star/db/pdf/39971488.pdf"  
[X Link](https://x.com/StockForester/status/1975944637220262383)  2025-10-08T15:21Z [---] followers, [---] engagements


"New podcast out on MRL with CEO Bruce Fleming. Must listen for $CLMT longs https://open.spotify.com/episode/5bjqhqTh0zlpoPkyonH8LFsi=Na8JSDOBSASjQCK-qEz-UQ https://open.spotify.com/episode/5bjqhqTh0zlpoPkyonH8LFsi=Na8JSDOBSASjQCK-qEz-UQ"  
[X Link](https://x.com/StockForester/status/1977837347741004121)  2025-10-13T20:42Z [---] followers, [---] engagements


"I completely missed this two seas capital has been increasing their $CLMT stake and now are above 5%. "Two Seas Capital LP seeks to generate outsized uncorrelated returns through investments in events with a legal or regulatory catalyst.""  
[X Link](https://x.com/StockForester/status/1979475443393647086)  2025-10-18T09:11Z [---] followers, [----] engagements


"@BerkelKip I do wonder how you got to the 4x EV/EBIT since I do not know how certain liabilities have developed over 2025H1. Perhaps you can give me the insight"  
[X Link](https://x.com/StockForester/status/1979481532638126468)  2025-10-18T09:35Z [---] followers, [---] engagements


"$NWL it is not great but not terrible either. - Newlat is putting in 200m for the new shares - Lowered the listing MC from 1.5B to aprox. 1.2B -Clearly the London market IPO appetite is low. - Capitalising the shareholder loan is ugly if it was previously excluded from debt"  
[X Link](https://x.com/StockForester/status/1980931754325336224)  2025-10-22T09:38Z [---] followers, [----] engagements


"I am still long $NWL but this has not been as successful as management had portrayed it. Especially curious of the"  
[X Link](https://x.com/StockForester/status/1980932380186874114)  2025-10-22T09:40Z [---] followers, [---] engagements


"@ElCapiMomentum Very interested in the prospectus $NWL could have offloaded some debt. That would mean lower debt additional cash. Very curious for the prospectus"  
[X Link](https://x.com/StockForester/status/1980943248089661898)  2025-10-22T10:24Z [---] followers, [---] engagements


"Princes prospectus is out🥳. Not bad using H1-2025 run-rate should be sold at about [--] EV/EBITDA. I may have made a mistake I did not read [---] pages in [--] minutes😅 https://princesgroupinvestors.com/wp-content/uploads/2025/10/Prospectus.pdf https://princesgroupinvestors.com/wp-content/uploads/2025/10/Prospectus.pdf"  
[X Link](https://x.com/StockForester/status/1980989701533339975)  2025-10-22T13:28Z [---] followers, [---] engagements


"New post is up More of an update on my previous wire-up of $CLMT With a revised valuation📊. Link in the description"  
[X Link](https://x.com/StockForester/status/1982521883343118835)  2025-10-26T18:57Z [---] followers, [----] engagements


"https://stockforester.substack.com/p/calumet-saf-first-cash-next https://stockforester.substack.com/p/calumet-saf-first-cash-next"  
[X Link](https://x.com/StockForester/status/1982521934127776046)  2025-10-26T18:57Z [---] followers, [---] engagements


"$CLMT management has clearly stated that they aim for a $800m total. They also mentioned more potential asset sales Might see a significant bite out of the 2027's. As soon as the 2027's are gone this or next year. Then we can get risk off take off"  
[X Link](https://x.com/StockForester/status/1982531202960773196)  2025-10-26T19:34Z [---] followers, [---] engagements


"$CLMT $DAR Thanks for the information Brett 2025: RIN glut = soft for RD/SAF. 202627: SRE reallocation flips RIN bank to deficit need +13B BBD gal. Tight D4s low imports = bullish RD/SAF but watch feedstock inflation. We're honored to be referenced by @DAR_Ingredients yesterday in their 3Q earnings presentation. There has been some confusion as the listed numbers are different than our baselines. To be clear Darling was not citing our work rather they've been using our tool to better https://t.co/KmGhDu2wLD We're honored to be referenced by @DAR_Ingredients yesterday in their 3Q earnings"  
[X Link](https://x.com/StockForester/status/1982532324517617679)  2025-10-26T19:38Z [---] followers, [----] engagements


"@DismAssetBkd What do you think is the risk of their Net Interest Margin spread decreasing due to their more expensive new ABL facility I get they want LT stability but this seems ridiculously expensive"  
[X Link](https://x.com/StockForester/status/1985095196103823638)  2025-11-02T21:22Z [---] followers, [--] engagements


"Working on a $CRMT write-up. Already covering debt/receivables NWC ROE/ROIC provisions. What else should I dig into NIM charge-offs delinquencies funding mix vintage losses"  
[X Link](https://x.com/StockForester/status/1985781212204470725)  2025-11-04T18:48Z [---] followers, [---] engagements


"New write-up is live. $CRMT Trading at a 0.3x Price to Book is to cheap You can find the link below"  
[X Link](https://x.com/StockForester/status/1987978138714841273)  2025-11-10T20:18Z [---] followers, [---] engagements


"@BerkelKip $CRMT and other who benefits from the lower bracket spending or repaying debt"  
[X Link](https://x.com/StockForester/status/1988334301809901846)  2025-11-11T19:53Z [---] followers, [---] engagements


"@sammccolgan 2) I mentioned the overcapacity for the same reason. I believe this is when we can see the true earnings power develop. I was counting on the AbbVie deal taking up meaningful capacity which would see margin expansion etc etc. Now I am wondering how will they make this up"  
[X Link](https://x.com/StockForester/status/1989643275905765552)  2025-11-15T10:34Z [---] followers, [---] engagements


"@pedroleongarci2 1) What is their outlook on M&A since we are now seeing a deflationary environment (food). 2) What is their plan with the Carrefour petrol stations 3) Progress on their M&A integration Diageo and Plasmon"  
[X Link](https://x.com/StockForester/status/1992710198436450395)  2025-11-23T21:41Z [---] followers, [---] engagements


"@pedroleongarci2 Thanks for the answers I do think it would take about 1-2 years to fully integrate Carrefour looking at the size of the acquisition"  
[X Link](https://x.com/StockForester/status/1993025734726570001)  2025-11-24T18:35Z [---] followers, [--] engagements


"@lol_kikko I have yet to see a company of which the CEO or upper management was engaging with shareholders via Social Media (Telegram Discord etc) has been beneficial to long-term shareholders. Often a simple pump"  
[X Link](https://x.com/StockForester/status/1995147742654710083)  2025-11-30T15:07Z [---] followers, [--] engagements


"$NWL.MI The acquisition of Carrefour Italia has been approved by the European Commission"  
[X Link](https://x.com/StockForester/status/1995577877254009183)  2025-12-01T19:36Z [---] followers, [---] engagements


"$NWL.MI NewPrinces just closed its acquisition of Carrefour Italia [----] guidance: 7bn revenue; 700m net profit and 1.1bn shareholders equity. Deal should push the Group into a net cash position of 150200m (ex IFRS 16) a 300m swing vs Sep 25"  
[X Link](https://x.com/StockForester/status/1995579954898276828)  2025-12-01T19:45Z [---] followers, [---] engagements


"Carrefour Italia + Plasmon are expected to add 200m EBITDA in [----] turbocharging cash generation. Pre-deal injections of 975m left Carrefour Italia with 400m net cash"  
[X Link](https://x.com/StockForester/status/1995580237955190998)  2025-12-01T19:46Z [---] followers, [---] engagements


"@CloneShameless I mean I expect management is able to give guidance at all times. Which is a better estimation to random numbers. Especially in this case when the company is reliant on the growth in these numbers"  
[X Link](https://x.com/StockForester/status/2002092868782203207)  2025-12-19T19:05Z [---] followers, [--] engagements


"@SFarringtonBKC You are posting [--] posts a month so people are paying less than $3 a post. Like said in other comments most people are indifferent between $5 and 15$. Subs growth does not increase due to a lower price. Quality Price"  
[X Link](https://x.com/StockForester/status/2002867396936413407)  2025-12-21T22:22Z [---] followers, [--] engagements


"@ClarkSquareCap $ALLOG.PA The companies name is Logic Instrument"  
[X Link](https://x.com/StockForester/status/2004958987285135669)  2025-12-27T16:54Z [---] followers, [---] engagements


"4/6 These adjustments stick through the first year though they soften after the first six months. The most important nuance: households that discontinue GLP-1s revert towards pre-adoption grocery spending and do not show a significant shift"  
[X Link](https://x.com/StockForester/status/2005035827978736100)  2025-12-27T21:59Z [---] followers, [--] engagements


"5/6 My takeaway: treat GLP-1 penetration as a moving macro factor for parts of consumer. I will be looking forward to management language in earnings calls"  
[X Link](https://x.com/StockForester/status/2005036076528980439)  2025-12-27T22:00Z [---] followers, [--] engagements


"Here are the valuations based on the numbers above"  
[X Link](https://x.com/StockForester/status/2005245346658853079)  2025-12-28T11:52Z [---] followers, [--] engagements


"My conclusion is that it is definitely not screaming cheap however the fact that Viemed: - Is growing organically YoY - Acquiring at [--] - [--] times EV / Adj EBITDA - Has a long pipeline of possible acquisitions - Buying back stock - Has a lot of gun powder left (debt)"  
[X Link](https://x.com/StockForester/status/2005245349141877086)  2025-12-28T11:52Z [---] followers, [--] engagements


""Investment Themes for the Year Ahead 2026"" is live on Substack. 🏁 My core bet is breadth in [----] small caps and value finally get a turn and we will most likely see the start of deflation Link below and in bio"  
[X Link](https://x.com/StockForester/status/2005387446914253033)  2025-12-28T21:16Z [---] followers, [---] engagements


"Every AI play is up again after a bad December. At what point does the tax-loss selling into year-end followed by the "New Years rally" become a self-fulfilling prophecy or is this already the case"  
[X Link](https://x.com/StockForester/status/2007144213633478709)  2026-01-02T17:37Z [---] followers, [--] engagements


"What a time for $CLMT finishing of the year already hinting to way better MRL margins - Major cost savings - Reduced debt by $220m - Monetized $90m in PTC - Eliminated a $300m RIN liability Looking forward to [----] and their execution🫡 https://calumet.investorroom.com/2026-01-05-Calumet-Provides-Preliminary-Fiscal-Year-2025-Selected-Financial-Results https://calumet.investorroom.com/2026-01-05-Calumet-Provides-Preliminary-Fiscal-Year-2025-Selected-Financial-Results"  
[X Link](https://x.com/StockForester/status/2008523828952265163)  2026-01-06T12:59Z [---] followers, [---] engagements


"Upsized offering at a lower price than most expected I feel like there will be a credit rating increase coming 9.45% of the shares outstanding is short not even talking about the available shares. Once max SAF and the RVO are out this will be a 47$-80$ stock📈 $CLMT Calumet Announces Pricing Of $405 Million Upsized Private Placement Of 9.75% Senior Notes Due [----]. Nice Considering the whisper rate from the book runners was "high 10's" Now the 2027's are completely cured. They'll get a credit rating upgrade on the back of this $CLMT Calumet Announces Pricing Of $405 Million Upsized Private"  
[X Link](https://x.com/StockForester/status/2009164345800814664)  2026-01-08T07:24Z [---] followers, [--] engagements


"1/9 Listened to the @YetAnotherValue podcast by @AndrewRangeley about The Theory of Weird Markets. I like the theory allot however there is a different angle that I want to highlight. First of all I agree that there will be less alpha in the obvious large cap plays"  
[X Link](https://x.com/StockForester/status/2012515031322067312)  2026-01-17T13:19Z [---] followers, [----] engagements


"3/9 I am using ChatGPT and other AI models a lot asking questions that I can look up myself but the advanced model does it in minutes whereas [--] years ago it would have taken me hours to find all this information"  
[X Link](https://x.com/StockForester/status/2012515035487072495)  2026-01-17T13:19Z [---] followers, [--] engagements


"4/9 Returning to the question of generating alpha. I already think anything above $5B in the US has very little real alpha opportunity outside of outrages multiple expansion"  
[X Link](https://x.com/StockForester/status/2012515037257064675)  2026-01-17T13:19Z [---] followers, [--] engagements


"5/9 There are nearly [------] sell side ratings in the S&P [---] that averages to nearly [--] per company which is obviously skewed to the larger companies but say that each company has at least [--]. Why would I a small investor know better and thus outperform https://insight.factset.com/where-are-analysts-most-optimistic-on-ratings-for-sp-500-companies-heading-into-2026 https://insight.factset.com/where-are-analysts-most-optimistic-on-ratings-for-sp-500-companies-heading-into-2026"  
[X Link](https://x.com/StockForester/status/2012515039211671756)  2026-01-17T13:19Z [---] followers, [--] engagements


"6/9 The belief that there will be no alpha except for weird situations is not highly highly unlikely. There are a few situations which I deem unlikely to be affected but most investors are not looking at these spaces"  
[X Link](https://x.com/StockForester/status/2012515041182896276)  2026-01-17T13:19Z [---] followers, [--] engagements


"This chart shows the monthly Buy Hold and Sell ratings for the S&P [---]. At the moment we have more Buy-ratings than in the peak of [----] and the same as [----] While the number of Holds just keeps on falling. Party like it's '99🥳 Seems like somewhat of a peak to me"  
[X Link](https://x.com/StockForester/status/2012517741119361427)  2026-01-17T13:29Z [---] followers, [--] engagements


"Buy Hold and Sell Ratings as a percentage per sector"  
[X Link](https://x.com/StockForester/status/2012517745649233986)  2026-01-17T13:29Z [---] followers, [--] engagements


"Source for anyone wondering: https://insight.factset.com/where-are-analysts-most-optimistic-on-ratings-for-sp-500-companies-heading-into-2026 https://insight.factset.com/where-are-analysts-most-optimistic-on-ratings-for-sp-500-companies-heading-into-2026"  
[X Link](https://x.com/StockForester/status/2012517747712831826)  2026-01-17T13:29Z [---] followers, [--] engagements


"@Zerosumgame33 Where did you get information about the 2d reactor You should include the idle part in the costs analysis. You do not think MaxSAF [---] will ever be completed"  
[X Link](https://x.com/StockForester/status/2012519638567882852)  2026-01-17T13:37Z [---] followers, [--] engagements


"- Mostly private label products will be sold aims to get to 50% in three years. - The redundancy fund has been revoked and it is expected that these employees will return to work (this is my interpretation) previously they were there because of the restructuring"  
[X Link](https://x.com/StockForester/status/2014721763137962249)  2026-01-23T15:27Z [---] followers, [---] engagements


"Source: https://www.corriere.it/economia/finanza/26_gennaio_19/carrefour-italia-mastrolia-al-debutto-con-gli-ex-gs-i-prodotti-del-gruppo-saranno-almeno-il-20-i-prezzi-non-e-nostro-interesse-d67b4ee2-7632-4a6c-a18f-389ffb7c7xlk.shtml https://www.corriere.it/economia/finanza/26_gennaio_19/carrefour-italia-mastrolia-al-debutto-con-gli-ex-gs-i-prodotti-del-gruppo-saranno-almeno-il-20-i-prezzi-non-e-nostro-interesse-d67b4ee2-7632-4a6c-a18f-389ffb7c7xlk.shtml"  
[X Link](https://x.com/StockForester/status/2014721764907962849)  2026-01-23T15:27Z [---] followers, [---] engagements


"@aseoane123 I agree with you that it would need to be a near monopoly in their supermarket. They can of course charge lower prices due to being the producer but other companies would definitely sue them"  
[X Link](https://x.com/StockForester/status/2015029314962518201)  2026-01-24T11:50Z [---] followers, [--] engagements


"Nice exit for $DNTL shareholders nice premium to what I believe this is worth. $DNTL I might be very wrong here but they have such a low ROIC. Inflation +1% organic growth how is this attractive at 9x EV/EBITDA while having massive debt overhang. I seriously want to understand it because I am very intrigued by the market opportunity they have. $DNTL I might be very wrong here but they have such a low ROIC. Inflation +1% organic growth how is this attractive at 9x EV/EBITDA while having massive debt overhang. I seriously want to understand it because I am very intrigued by the market"  
[X Link](https://x.com/StockForester/status/1972303063768858940)  2025-09-28T14:11Z [---] followers, [---] engagements


"This is the AIM market brother you should be glad you get a premium. $KITW $KITW.L $ANX $ANX.L We view the OEP offer for Kitwave as significantly undervaluing the business. We intend to vote AGAINST the current terms. In our view the premium does not reflect the business's quality or growth profile. #KITW $KITW.L $KITW We view the OEP offer for Kitwave as significantly undervaluing the business. We intend to vote AGAINST the current terms. In our view the premium does not reflect the business's quality or growth profile. #KITW $KITW.L $KITW"  
[X Link](https://x.com/StockForester/status/2014359782996475958)  2026-01-22T15:29Z [---] followers, [---] engagements


"1/3 At what point can we call the growth in substacks a bull market signal and thus expect a correction📈 In my opinion it reflects surplus confidence by investors and expected outperformance by the readers and investors"  
[X Link](https://x.com/StockForester/status/2016772832223515117)  2026-01-29T07:18Z [---] followers, [--] engagements


"$DNTL I might be very wrong here but they have such a low ROIC. Inflation +1% organic growth how is this attractive at 9x EV/EBITDA while having massive debt overhang. I seriously want to understand it because I am very intrigued by the market opportunity they have"  
[X Link](https://x.com/StockForester/status/1967639066880700557)  2025-09-15T17:18Z [---] followers, [---] engagements


"Net debt / PF Adjusted EBITDA after rent Ratio1 of 3.65x a decrease of 0.46x compared to the same period in [----]. "PF Adjusted EBITDA after rent" 🤯 Strip EBITDA then subtract lease payments + acquisition financing. "Management-engineered hybrid metric.""  
[X Link](https://x.com/StockForester/status/1967640475890065487)  2025-09-15T17:23Z [---] followers, [---] engagements


"$NWL.MI $CA.PA Master-franchisee Etruria Retail quits ahead of [----] to join Selex. Bad optics. Effect: less scale in central Italy weaker buying power and a question mark over how convincing NewPrinces new franchise model really is. @InverValueFund habr que estar atento a este tipo de situaciones nuevas: https://t.co/bn9lJmL1e7 @InverValueFund habr que estar atento a este tipo de situaciones nuevas: https://t.co/bn9lJmL1e7"  
[X Link](https://x.com/StockForester/status/1996333299091079446)  2025-12-03T21:38Z [---] followers, [---] engagements


"@chitchatstocks I will objectively say I would own all businesses at a reasonable price except for companies I have a moral objection to. $META $GEO $CXW $MO (smoking only kills no use)"  
[X Link](https://x.com/StockForester/status/2004981749332541839)  2025-12-27T18:24Z [---] followers, [---] engagements


"@TSS_HQ1 One of these has the highest average sales per fast food location in the US with one of the lowest prices and has a large green space to expand. $PTLO"  
[X Link](https://x.com/StockForester/status/2005031204291313838)  2025-12-27T21:41Z [---] followers, [---] engagements


"Accountability post because publicly sweating is oddly motivating: Promises: [--] Delivered: [---] - RoE article is live - $VMD update done (cost time than planned) - Competitor research still pending - ERP vendor = $THRY and I cant get my arms around it No excuses just reps. Three fresh deep dives coming to Substack: - ROE (when it works vs. when it lies for over-levered names) - $VMD update and a cheap and stronger competitor💪 - A sticky ERP vendor that looks mispriced at todays levels. 📈 Coming in the next weeks. Three fresh deep dives coming to Substack: - ROE (when it works vs. when it lies"  
[X Link](https://x.com/StockForester/status/2002813661891723766)  2025-12-21T18:49Z [---] followers, [---] engagements


"More on $THRY: this one is weirdly hard for me. I cant find the KPIs that cleanly track business performance. Management has not earned full trust and for some reason I just do not trust management gives me a selling me the stock vibe"  
[X Link](https://x.com/StockForester/status/2002814141766250609)  2025-12-21T18:51Z [---] followers, [---] engagements


"Three fresh deep dives coming to Substack: - ROE (when it works vs. when it lies for over-levered names) - $VMD update and a cheap and stronger competitor💪 - A sticky ERP vendor that looks mispriced at todays levels. 📈 Coming in the next weeks"  
[X Link](https://x.com/StockForester/status/1978548940677992458)  2025-10-15T19:50Z [---] followers, [---] engagements


"As promised $VMD Viemed has quietly gone from niche vent shop to diversified home care compounder revenue has grown about 21% a year since [----] the stock is on roughly 8x FCF in a sector without obvious secular decline: https://stockforester.substack.com/p/looking-back-at-viemed https://stockforester.substack.com/p/looking-back-at-viemed"  
[X Link](https://x.com/StockForester/status/1997346881353978267)  2025-12-06T16:46Z [---] followers, [---] engagements


"Recently I wrote an article about Viemed $VMD I have been looking how the recent acquisition of Quipt Medical $QIPT will possibly effect the valuation of Viemed In short: Viemed is definetly a buy here📊 I will go more into depth below"  
[X Link](https://x.com/StockForester/status/2005245336256918011)  2025-12-28T11:51Z [---] followers, [---] engagements


"@sammccolgan 1)I should have been more clear. On your substack you mentioned the AbbVie deal is officially finshed I referenced the conference call because I believe that shows that $NXGL is not sure where they stand at this moment"  
[X Link](https://x.com/StockForester/status/1989642865836789979)  2025-11-15T10:33Z [---] followers, [---] engagements

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