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# ![@TheBenSchmark Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1927589978.png) @TheBenSchmark JabroniCoin.USD

JabroniCoin.USD posts on X about $cold, $line, $cmpo, $ths the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1927589978/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927589978/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +99%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXXXX +28%

### Mentions: XX [#](/creator/twitter::1927589978/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927589978/c:line/m:posts_active.svg)

- X Week XX -XXXX%
- X Month XXX +41%
- X Months XXX +10%
- X Year XXX +3.40%

### Followers: XXXXX [#](/creator/twitter::1927589978/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927589978/c:line/m:followers.svg)

- X Week XXXXX +0.17%
- X Month XXXXX +2.80%
- X Months XXXXX +6.40%
- X Year XXXXX +17%

### CreatorRank: XXXXXXX [#](/creator/twitter::1927589978/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1927589978/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1927589978/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  #3094 [social networks](/list/social-networks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX%

**Social topic influence**
[$cold](/topic/$cold) #18, [$line](/topic/$line) #1, [$cmpo](/topic/$cmpo) #1, [$ths](/topic/$ths) #1, [$rhld](/topic/$rhld) #1, [mentions](/topic/mentions) #143, [acquisition](/topic/acquisition) #1214, [market cap](/topic/market-cap) 3.28%, [$cc](/topic/$cc) #3, [$qxo](/topic/$qxo) #6

**Top accounts mentioned or mentioned by**
[@tshirtnjeans2](/creator/undefined) [@tsxman](/creator/undefined) [@taobanker](/creator/undefined) [@institlpgp](/creator/undefined) [@citrini7](/creator/undefined) [@theweezguy](/creator/undefined) [@dannyocean555](/creator/undefined) [@abraxasbridge](/creator/undefined) [@raydalio](/creator/undefined) [@jonlitt](/creator/undefined) [@erictheumpire](/creator/undefined) [@recoverytrade](/creator/undefined) [@evanlorenz](/creator/undefined) [@profpaulnary](/creator/undefined) [@nuggetcapital](/creator/undefined) [@jehoshaphatrsch](/creator/undefined) [@west4thcapital](/creator/undefined) [@ebitdaddy90](/creator/undefined) [@aureliusltd28](/creator/undefined) [@wolfejosh](/creator/undefined)

**Top assets mentioned**
[Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [Treehouse Foods, Inc. (THS)](/topic/$ths) [The Chemours Company (CC)](/topic/$cc) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Honeywell International Inc (HON)](/topic/honeywell) [EQT, Corp. (EQT)](/topic/$eqt) [Century Aluminum Co (CENX)](/topic/$cenx) [Zillow Group, Inc. (ZG)](/topic/$zg) [WEN Token (WEN)](/topic/$wen) [General Mills, Inc. (GIS)](/topic/$gis) [Fiserv, Inc. (FI)](/topic/$fi) [CarMax, Inc (KMX)](/topic/$kmx) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg) [TripAdvisor, Inc. (TRIP)](/topic/$trip) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Mario Coin (COIN)](/topic/$coin)
### Top Social Posts [#](/creator/twitter::1927589978/posts)
---
Top posts by engagements in the last XX hours

"$RHLD has doubled & now has a market cap $500m. It gets a management fee of XX% of $CMPO EBITDA. Some napkin math shows what that might imply for $CMPO EBITDA & value. One of these securities might be mispriced🤷♂ (no position in RHLD)"  
[X Link](https://x.com/TheBenSchmark/status/1955647333271736442) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-08-13T15:07Z 5832 followers, 10.1K engagements


"It would be cool if new $COLD management is more upfront about the extent of volume oversupply doesnt call soft competitor pricing irrational and considers not gouging their customers. Perhaps they might take a look at some below the $LINE accounting items as well"  
[X Link](https://x.com/TheBenSchmark/status/1962953357875659214) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-02T18:58Z 5831 followers, 2724 engagements


"While I dont endorse the analysis here some others at risk: $COLD & $LINE : already facing demand issues oversupply issues and pricing guides at risk $WEN : high capex needs weak trends burger price wars shaping up pushed prices already. Dividend at risk"  
[X Link](https://x.com/TheBenSchmark/status/1965123847453385102) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-08T18:43Z 5833 followers, 1323 engagements


"To front-run Buffett I decided to start with the Cs $CMPO: David Cote at helm M&A growth imminent $CENX: commodity price spiking AI/power optionality $CC: low-cost trough cyclical refrigerant optionality $C: ex-shitco bank climbing ROTE $COLD: oversupply & weak demand"  
[X Link](https://x.com/TheBenSchmark/status/1966570222787162349) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-12T18:30Z 5832 followers, 1351 engagements


"Not sure if this is true and has never been instrumental in my bear case but if so another headwind for cold storage $LINE $COLD The decremental margins in these businesses are high and economic occupancy a lot higher than physical"  
[X Link](https://x.com/TheBenSchmark/status/1969865744717595115) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-21T20:46Z 5833 followers, 2003 engagements


"The sell-side is just starting to look at $COLD with sober eyes. JPM reducing estimates & downgrading (most of street still bullish) noting fixed-volume roll-off pricing (supply) issues and accounting items"  
[X Link](https://x.com/TheBenSchmark/status/1970874848416268319) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-24T15:35Z 5832 followers, 4482 engagements


"JPM takes down numbers on $LINE as both pricing pressure (oversupply & weak demand) and the operational intensity of these businesses coming into focus. Imho $COLD & $LINE should be valued like operating businesses on *real* FCF after true maintenance capex"  
[X Link](https://x.com/TheBenSchmark/status/1970924234160709706) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-24T18:52Z 5833 followers, 9130 engagements


"I remember it was only a few quarters ago when folks said no real capacity adds (supply has been largely non-existence Now the refrain is the glut wont last forever🥶🤷♂ I ask $COLD & $LINE bulls a simple question: What is the % of cubic feet of supply added since 2021"  
[X Link](https://x.com/TheBenSchmark/status/1971626220325601743) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-26T17:21Z 5833 followers, 1711 engagements


"The Cote Honeywell $CMPO M&A playbook might not be so different from the Jacobs $QXO playbook. The stocks are priced quite differently though"  
[X Link](https://x.com/TheBenSchmark/status/1971635318278574265) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-26T17:57Z 5832 followers, 6131 engagements


"Curious when $CMPO partnership with Fiserv yields a large Arculus authentication deal with a non-crypto bank or credit card company"  
[X Link](https://x.com/TheBenSchmark/status/1974102975913312699) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T13:23Z 5833 followers, 3026 engagements


"Street been slow to the negative impact of oversupply in cold storage on $COLD & $LINE. Keybanc highlighting it: XX% increase in Sq Ft But they still miss a key point: cubic feet is what matters & facility heights increased dramatically since XX. Real oversupply much higher"  
[X Link](https://x.com/TheBenSchmark/status/1974144376248152491) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T16:07Z 5833 followers, 1474 engagements


"Resolute Holdings getting bid upto all time highs with a $665m market cap. What does it imply for the immediacy and EBITDA potential of $CMPO first acquisition"  
[X Link](https://x.com/TheBenSchmark/status/1975197153762189588) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-06T13:51Z 5833 followers, 1713 engagements


"Keybanc gets credit for explicitly acknowledging Newer facilities have been built bigger & taller too which means cubic foot supply growth has been even more meaningful Waiting for an analyst to put a number on cubic ft of supply growth. (Hint: it aint pretty) $COLD $LINE"  
[X Link](https://x.com/TheBenSchmark/status/1975536421885862298) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-07T12:19Z 5833 followers, 1335 engagements


"RHLD now has a $700m market cap. What is the implied $CMPO forward EBITDA jump Ans how much EBITDA will they add in their first deal"  
[X Link](https://x.com/TheBenSchmark/status/1975957861684646159) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-08T16:14Z 5833 followers, 1525 engagements


"LNG demand is doubling and AI just throws gas on the $EQT thesis"  
[X Link](https://x.com/TheBenSchmark/status/1975998556021432478) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-08T18:55Z 5832 followers, 2398 engagements


"The CarMax $KMX halo was quite perplexing despite visible headwinds a broken bull thesis and a valuation that left little room for mistakes. LAD and ABG havent had the best operating environment but the valuation was undemanding"  
[X Link](https://x.com/TheBenSchmark/status/1976110162428710925) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-09T02:19Z 5833 followers, 1517 engagements


"Latest Newmark cold storage report: gap between supply & demand will be its widest on record in 2025 in XX supply will still outpace👀 Still *underestimating* supply by assuming 26ft height & XX% efficiency despite much taller automated facilities since XX $COLD $LINE"  
[X Link](https://x.com/TheBenSchmark/status/1976352083231244321) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-09T18:20Z 5833 followers, 3061 engagements


"A good reminder from Bob Brackkett on gas production as oil price crumbles: how much of it is associated gas and with oil-directed economics $EQT"  
[X Link](https://x.com/TheBenSchmark/status/1976725883861057753) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-10T19:05Z 5832 followers, 1115 engagements


"GLP-1 total scripts are going up and to the right. Besides $COLD & $LINE what are some other low-key GLP-1 losers"  
[X Link](https://x.com/TheBenSchmark/status/1977494272044585275) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-12T21:59Z 5832 followers, 4153 engagements


"@TheWeezGuy GLP-1 is low on my list of headwinds here but to be fair even the CEO of $COLD acknowledged it as a headwind. And scripts are only rising"  
[X Link](https://x.com/TheBenSchmark/status/1977513051181203823) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-12T23:13Z 5832 followers, XXX engagements


"@matthew_sigel $CMPO may be near XX week highs but doesnt act like a crypto-exposed equity despite Cotes VRT background. Thoughts"  
[X Link](https://x.com/TheBenSchmark/status/1977771107739726299) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-13T16:19Z 5833 followers, XXX engagements


"Newmark showing new supply wave of cold storage while pointing out that older facilities are the most structurally vacant & disadvantaged. Americold $COLD facilities are the oldest & least automated (with the highest maintenance capex needs). $LINE has newer & taller ones"  
[X Link](https://x.com/TheBenSchmark/status/1978146647646372322) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-14T17:11Z 5832 followers, 1474 engagements


"Mark Palmer at Benchmark raising $CMPO PT to $XX on core margin improvement and Arculus traction with 13x EBITDA multiple. Noting optionality from inevitable (and imminent) M&A"  
[X Link](https://x.com/TheBenSchmark/status/1978481415516762342) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-15T15:21Z 5833 followers, 1161 engagements


"UBS initiates on $COLD with a neutral noting excess capacity and rent declines. However they use CoStar square foot data to measure excess capacity & this significantly understates the real excess cubic ft of supply for reasons belabored before. Its worse than they think"  
[X Link](https://x.com/TheBenSchmark/status/1978505190031397237) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-15T16:56Z 5832 followers, XXX engagements


"Bernstein on $TRIP Management at a fork in the road"  
[X Link](https://x.com/TheBenSchmark/status/1978831869027225864) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-16T14:34Z 5832 followers, XXX engagements


"Noting increasing short interest YTD in thin-float David Cote controlled $CMPO Bold given it might be on the cusp of announcing a transformational Cote-style deal. $526m mcap $RHLD seems resolute in pricing this in already Or 3-factor authentication launch w $HOOD or $COIN"  
[X Link](https://x.com/TheBenSchmark/status/1960019526491267138) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-08-25T16:40Z 5834 followers, 2863 engagements


"Every $QXO initiation is telling. Value it on out year M&A plus extracted efficiency EBITDA. Effectively front-run the next few inevitable accretive deals. With $CMPO one can front-run David Cotes first deal that might be a beacon 🚨"  
[X Link](https://x.com/TheBenSchmark/status/1961130811924545773) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-08-28T18:16Z 5835 followers, 11.9K engagements


"Finally more analysts realizing theres real pricing erosion in cold storage after years of gouging and a now oversupplied market. Baird taking numbers down on $COLD & $LINE Further erosion in 2026 and pricing to continue being under pressure"  
[X Link](https://x.com/TheBenSchmark/status/1972696538616152136) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-29T16:14Z 5833 followers, 5169 engagements


"@tsxman The PE funded supply that entered 2021 onward can cut prices and offer discounts to get their occupancy up. Lets see how low the discounting can go and how much $COLD & $LINE above-spot fixed volume pricing is as it rolls off"  
[X Link](https://x.com/TheBenSchmark/status/1972719968882942384) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-29T17:47Z 5832 followers, 4436 engagements


"Barclays on $THS"  
[X Link](https://x.com/TheBenSchmark/status/1973012239151178057) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-30T13:09Z 5834 followers, 7998 engagements


"The original Reorg/Octus piece about the InvestIndustrial bid for $THS by Paola notes other bidders could emerge"  
[X Link](https://x.com/TheBenSchmark/status/1973021904803069999) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-30T13:47Z 5833 followers, 2092 engagements


"Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side)"  
[X Link](https://x.com/TheBenSchmark/status/1973033188026183876) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-30T14:32Z 5832 followers, 6483 engagements


"The original Reorg/Octus reporting about the InvestIndustrial $3bn bid for $THS by Paola notes other bidders could emerge Who would be the other bidders How much could they pay on top Seems like a snack-sized acquisition"  
[X Link](https://x.com/TheBenSchmark/status/1973109994699759851) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-30T19:37Z 5833 followers, 1700 engagements


"Lets see what kind of sale Jana can effectuate at $THS and who the other bidders might be"  
[X Link](https://x.com/TheBenSchmark/status/1973739939398557815) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-02T13:20Z 5833 followers, 2502 engagements


"The Reorg piece on $THS sale mentions multiple bidders. Could be financial buyers strategies and hybrid-platforms if they shake the tree. Food for thought. H/T @ProfPaulNary"  
[X Link](https://x.com/TheBenSchmark/status/1973822108305404102) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-02T18:47Z 5835 followers, 5091 engagements


"The Reorg/Octus reporting on the $3bn $THS deal noted other bidders could emerge and that InvestIndustrial already owns some Treehouse assets. Merger Monday How much more could other bidders pay Jana on the board"  
[X Link](https://x.com/TheBenSchmark/status/1974111997647352221) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T13:59Z 5834 followers, 11K engagements


"Treehouse Foods $THS was a nearly $XX stock when they announced an agreement with Jana Partners who after X years are still on the board. Lets see if they can finally unlock shareholder value and what price can they command if there are multiple bidders"  
[X Link](https://x.com/TheBenSchmark/status/1974141270873591948) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T15:55Z 5835 followers, 3094 engagements


"I expect similar commentary to Brad Jacobs & $QXO on David Cote & CompoSecure $CMPO (perhaps with a new name) when they do their first big acquisition. Organic and inorganic EBITDA multiplying. Merger Monday $RHLD already pricing it in"  
[X Link](https://x.com/TheBenSchmark/status/1974165564018110840) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T17:32Z 5834 followers, 4000 engagements


"$THS & $CMPO are my favourite merger-Monday candidates. Yours"  
[X Link](https://x.com/TheBenSchmark/status/1974201178989998521) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T19:53Z 5833 followers, 3597 engagements


"Investaindustrials Windoria merger creates a $4bn platform for private label acquisitions. This new platform also will enable further growth in other markets including through acquisitions. Who else is in the bidding for $THS"  
[X Link](https://x.com/TheBenSchmark/status/1975216315775525025) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-06T15:07Z 5833 followers, 4876 engagements


"Wow Keybanc almost does it Explicitly describes cold storage oversupply problem mentions why cubic ft matter (new heights & automation) but doesnt do the final math to convert XXXX% SF growth to cubic feet. So close Costar data + interpolation gets the answer. $COLD $LINE"  
[X Link](https://x.com/TheBenSchmark/status/1975249172116001133) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-06T17:17Z 5833 followers, 5040 engagements


"Wolfe finally does it Estimates cubic feet of supply growth since 2020 incorporating increasing heights. Mid 20s % cumulative volume growth in an industry with declining demand😬 Americold declining physical occupancy is telling $COLD winter below my $LINE 🤏🏽"  
[X Link](https://x.com/TheBenSchmark/status/1976670994627764492) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-10T15:27Z 5833 followers, 3700 engagements


"Newmark notes that most new cold storage developments are over 200k square feet & taking longer to lease up. This is true but *understates* the issue because these newer and larger facilities are also taller. More volume more unleased supply. More discounting at $COLD $LINE"  
[X Link](https://x.com/TheBenSchmark/status/1977797014050967637) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-13T18:02Z 5832 followers, 1235 engagements


"$CENX $EQT $CC"  
[X Link](https://x.com/TheBenSchmark/status/1978824672662663559) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-16T14:05Z 5835 followers, XXX engagements


"Signs of imminent David Cote M&A at $CMPO RHLD bid and market cap implied EBITDA jump RHLD mentioning FY profitability (EBITDA base needs to increase) NYSE uplist New CFO with Honeywell background appointed When QXO"  
[X Link](https://x.com/TheBenSchmark/status/1980281085675147624) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-20T14:32Z 5835 followers, 1107 engagements


"Still think Zestimates for the this company are too low $Z $ZG"  
[X Link](https://x.com/TheBenSchmark/status/1956435036313375180) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-08-15T19:17Z 5835 followers, 1485 engagements


"Bernstein upgrades Zillow with $XXX base target and $XXX if housing also normalizes. $Z $ZG"  
[X Link](https://x.com/TheBenSchmark/status/1968395035667308915) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-17T19:22Z 5835 followers, 1973 engagements


"Management evaluation firm on $THS CEO quite brutal. Selling the company to the highest bidder might to be the only path to value creation. Can Jana make it happen this time"  
[X Link](https://x.com/TheBenSchmark/status/1978487212741169544) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-15T15:44Z 5835 followers, 1457 engagements


"Octus and Chief Correspondent still have their Treehouse Foods $THS $3bn acquisition scoops live on their LinkedIn pages. So how many other bidders have emerged"  
[X Link](https://x.com/TheBenSchmark/status/1978816193189290347) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-16T13:31Z 5835 followers, 2077 engagements


"I $CC this in the near future"  
[X Link](https://x.com/TheBenSchmark/status/1980280744371949630) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-20T14:31Z 5835 followers, 1134 engagements


"Looking forward to seeing where Chemours $CC spin-off Solstice trades"  
[X Link](https://x.com/TheBenSchmark/status/1980317129904890263) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-20T16:56Z 5835 followers, 1200 engagements