# ![@UnderlyingValue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::494593619.png) @UnderlyingValue Andrew Pogue

Andrew Pogue posts on X about strong, ceo, investment, business the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::494593619/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::494593619/c:line/m:interactions.svg)

- [--] Week [-----] -27%
- [--] Month [------] +104%
- [--] Months [------] +3,481%

### Mentions: [--] [#](/creator/twitter::494593619/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::494593619/c:line/m:posts_active.svg)

- [--] Week [--] -17%
- [--] Month [--] +24%
- [--] Months [--] +4,300%

### Followers: [---] [#](/creator/twitter::494593619/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::494593619/c:line/m:followers.svg)

- [--] Week [---] +1.40%
- [--] Month [---] +5.70%
- [--] Months [---] +55%
- [--] Year [---] +62%

### CreatorRank: undefined [#](/creator/twitter::494593619/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::494593619/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [exchanges](/list/exchanges)  [fashion brands](/list/fashion-brands)  [luxury brands](/list/luxury-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[strong](/topic/strong), [ceo](/topic/ceo), [investment](/topic/investment), [business](/topic/business), [$bwen](/topic/$bwen), [$vst](/topic/$vst), [gas](/topic/gas), [in the](/topic/in-the), [dividend](/topic/dividend), [$shop](/topic/$shop)

**Top accounts mentioned or mentioned by**
[@section523](/creator/undefined) [@simeonresearch](/creator/undefined) [@bsacamanov](/creator/undefined) [@clarksquarecap](/creator/undefined) [@tobi](/creator/undefined) [@financeschmidt](/creator/undefined) [@atelicinvest](/creator/undefined) [@alluvialcapital](/creator/undefined) [@paulandreola](/creator/undefined) [@arneulland](/creator/undefined) [@iamchris42](/creator/undefined) [@deepsailcapital](/creator/undefined) [@nestbetter](/creator/undefined) [@billackmans](/creator/undefined) [@planetmicrocap](/creator/undefined) [@dvsituations](/creator/undefined) [@stocklogging](/creator/undefined) [@mebfaber](/creator/undefined) [@capitaloptimism](/creator/undefined) [@gavinsbaker](/creator/undefined)

**Top assets mentioned**
[Vistra, Corp. (VST)](/topic/$vst) [Shopify Inc (SHOP)](/topic/$shop) [Anebulo Pharmaceuticals, Inc.  (ANEB)](/topic/$aneb) [GE Vernova Inc. (GEV)](/topic/$gev) [InMode Ltd. Ordinary Shares (INMD)](/topic/$inmd) [Mattel, Inc. (MAT)](/topic/$mat) [YieldBasis (YB)](/topic/$yb) [Journey Medical Corporation (DERM)](/topic/$derm) [EGO (EGO)](/topic/$ego)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ANEB an interesting special situation/take private squeezing out shareholders with under [----] shares (and maybe up to [----] TBD) at $3.50. Currently trading at a 25%+ discount"  
[X Link](https://x.com/UnderlyingValue/status/1960392808566808876)  2025-08-26T17:24Z [---] followers, [----] engagements


"Shopify CEO and Founder @tobi trading paint with top IndyCar and former F1 path guys in the Rolex [--] at Daytona is awesome"  
[X Link](https://x.com/UnderlyingValue/status/2015137998137156092)  2026-01-24T19:01Z [---] followers, [---] engagements


"@finance_schmidt My takeaway from the call: buy Chrysos"  
[X Link](https://x.com/UnderlyingValue/status/2016198494399406152)  2026-01-27T17:15Z [---] followers, [---] engagements


"I only have a starter position in them as I do more DD. However I think they're at a critical inflection point. Their CapEx heavy machine builds (razor) are now cash generating machines (blades) that will further flywheel the business as alluded on the call. not accounting for the optionality of adding new element testing into the equation. https://twitter.com/i/web/status/2016216843988697429 https://twitter.com/i/web/status/2016216843988697429"  
[X Link](https://x.com/UnderlyingValue/status/2016216843988697429)  2026-01-27T18:28Z [---] followers, [--] engagements


"$BWEN announced after the bell EBITDA guidance of $9-10M completion of a divestiture that de-risks the balance sheet and a $3M buyback. Market cap is $50M https://finance.yahoo.com/quote/BWEN/ https://finance.yahoo.com/quote/BWEN/"  
[X Link](https://x.com/UnderlyingValue/status/1965913592349475285)  2025-09-10T23:01Z [---] followers, [---] engagements


"Here is an interview with the CEO and Founder of Hydreight ( $NURS.V I $HYDTF ) from yesterday that dives into the opportunity. Fair to say he is very optimistic about '26 and beyond https://www.youtube.com/watchv=mgkgtFOidlM&t=8s Hydreight Technologies ($NURS.V) could more than 10x their revenue over the next [--] months with a D2C platform they call 'the Shopify of healthcare.' Here is why I think their majority owner Victory Square ($VST.CN / $VSQTF) presents a better opportunity. 👇 (no paywall) https://www.youtube.com/watchv=mgkgtFOidlM&t=8s Hydreight Technologies ($NURS.V) could more than"  
[X Link](https://x.com/UnderlyingValue/status/1986469979320164774)  2025-11-06T16:25Z [---] followers, [----] engagements


"Upcoming earnings watch: -- Broadwind ( $BWEN): Strengthened their balance sheet with a $13M divestiture (lower margin div.). Guided to FY EBITDA of $9-10M vs $2.1M thru Q2. One of their division manufacturers gas turbines. $46M MC -- Journey Medical ( $DERM): Ramping up a treatment for Roscea (Emrosi) that is still in the first innings of its potential. https://twitter.com/i/web/status/1988322597935919246 https://twitter.com/i/web/status/1988322597935919246"  
[X Link](https://x.com/UnderlyingValue/status/1988322597935919246)  2025-11-11T19:07Z [---] followers, [---] engagements


"Broadwind - $BWEN MC = $60M Guided AEBITDA = $9-10M which backs out the gain on the sale of a division. Orders +108% sequentially. Market is starting to wake up to their long-term tailwinds as a domestic manufacture that is a key supplier of nat gas turbines and gearing solutions to the likes of GE Vernova and Siemens. More of a focus on higher margin precision manufacturing vs. heavy fabrication post a Q3 asset sale. https://twitter.com/i/web/status/1989013011760312428 https://twitter.com/i/web/status/1989013011760312428"  
[X Link](https://x.com/UnderlyingValue/status/1989013011760312428)  2025-11-13T16:50Z [---] followers, [---] engagements


"Company tied to power via nat gas turbine and gearing manufacturing hiding in plain sight. 100% domestic manufacturer. Sold off heavy machinery div to focus on higher margin precision manufacturing. Personal expectation for $15M+ in EBITDA next year -- they'll announce guidance next Q"  
[X Link](https://x.com/UnderlyingValue/status/1989844705123922083)  2025-11-15T23:55Z [---] followers, [---] engagements


"Over the last [--] months I have jumped back into actively investing in the public markets. My timeline has been: - Feb-March: Is there value out there Definitely yes - April - Oct: Putting money to work in the best global investments I can find across growth value and compounders. Talking to investors management teams going to conferences etc. - November onwards: Starting a substack and beginning to pitch my investments. Great for refreshing the thesis getting deep on numbers refresh with management etc. For those interested in learning what we own (my family) follow along here. New company"  
[X Link](https://x.com/UnderlyingValue/status/1993357359398502605)  2025-11-25T16:33Z [---] followers, [---] engagements


"Investment Pitch - Broadwind $BWEN : Trading at 8.5x AEBITDA. I think this U.S. based industrial supplier of components for the power ecosystem via tier [--] OEMs (e.g. GE Vernova) is under appreciated by investors. Read it (for free) here: https://underlyingvalue.substack.com/p/broadwind-bwen-252 https://underlyingvalue.substack.com/p/broadwind-bwen-252"  
[X Link](https://x.com/UnderlyingValue/status/1993420055284216299)  2025-11-25T20:42Z [---] followers, [----] engagements


"@Section523 I think youre 100% right"  
[X Link](https://x.com/UnderlyingValue/status/1993491391901843663)  2025-11-26T01:25Z [---] followers, [---] engagements


"@Section523 Whats your understanding there"  
[X Link](https://x.com/UnderlyingValue/status/1993654211972850170)  2025-11-26T12:12Z [---] followers, [--] engagements


"Broadwind ( $BWEN ) Better lucky than good. Up almost 30% since the write-up last week. Check it out here: https://underlyingvalue.substack.com/p/broadwind-bwen-252 Investment Pitch - Broadwind $BWEN : Trading at 8.5x AEBITDA. I think this U.S. based industrial supplier of components for the power ecosystem via tier [--] OEMs (e.g. GE Vernova) is under appreciated by investors. Read it (for free) here: https://t.co/sQGj1lnvao https://underlyingvalue.substack.com/p/broadwind-bwen-252 Investment Pitch - Broadwind $BWEN : Trading at 8.5x AEBITDA. I think this U.S. based industrial supplier of"  
[X Link](https://x.com/UnderlyingValue/status/1996269878630900107)  2025-12-03T17:26Z [---] followers, [---] engagements


"$GEO.TO supplies drill rigs for gold and copper (80:20). Operations are primarily in West Africa where the founder-operator Dave Harper (Australia-born) has grown the fleet from [--] to [---] rigs over [--] years while based in Ghana. Net cash 3x EV/EBITDA Ghanaian Cedi (primary operating currency) unexpectedly went through the roof in '25. https://twitter.com/i/web/status/2001025481953698304 https://twitter.com/i/web/status/2001025481953698304"  
[X Link](https://x.com/UnderlyingValue/status/2001025481953698304)  2025-12-16T20:23Z [---] followers, [---] engagements


"A few stocks that will pay you while you wait for their value to be realized: Evolution Gaming / $EVO.ST 70%+ market share with 50% FCF margins. 4% dividend yield and consistent share buybacks. Waiting for a self-inflicted wound in Europe and piracy in Asia to be resolved (hopefully). Both have been a painful but I think their LT tailwinds are significant. NewLake Capital / $NLCP Write-up available in bio. 11%+ dividend net cash REIT with significantly improved tenant base. Vail Resorts / $MTN Owner of Whistler Vail Park City Tahoe. Value of their irreplaceable properties is a multiple of"  
[X Link](https://x.com/UnderlyingValue/status/2005408476390883616)  2025-12-28T22:40Z [---] followers, [---] engagements


"@atelicinvest Paychex is so bad. Still a $40B stock"  
[X Link](https://x.com/UnderlyingValue/status/2013387149979103582)  2026-01-19T23:04Z [---] followers, [---] engagements


"Lendway ( $LDWY ) is a stock I was invested in earlier this year. I believe they are the largest lowest cost tulip producer in the United States. Unfortunately it is levered to the gills and had net debt of $70M versus a market cap of $6M. Oddly enough AirT owns a large piece of it and makes up the executive suite. Today they announced a rights offering that could triple the number of shares outstanding. It's a low margin business that has been impacted by high bulb prices after difficult growing seasons for the '25 and '26 selling periods. I'll be checking back this time next year to see if"  
[X Link](https://x.com/UnderlyingValue/status/2014820324790206953)  2026-01-23T21:59Z [---] followers, [---] engagements


"InMode ( $INMD ): Steel partners coming in with a bid for 51% of the company at $18. InMode has half its MC in net cash and trades at 4.5x ex-cash EBIT. It will be interesting to see how things develop. I have a small position"  
[X Link](https://x.com/UnderlyingValue/status/2017023665217659327)  2026-01-29T23:54Z [---] followers, [----] engagements


"@SimeonResearch_ No doubt. Their ability to gobble up market share is why the Pe vultures are circling InMode"  
[X Link](https://x.com/UnderlyingValue/status/2017039515521867924)  2026-01-30T00:57Z [---] followers, [---] engagements


"Three investment opportunities I'm watching closely in Q1: Gravity (GRVY): South Korean gaming company. Trades close to cash MC/E of 8x great margins expect strong near-term growth on recent game releases. The catalyst: Majority investor GungHo (publicly traded in JPN) has been under pressure from a local activist (Strategic Capital) this has resulted in their CEO getting replaced. Fun fact: The founder of GungHo is Masayoshi Sons little brother. I-Tech Interesting entry point with them down over 50% from previous highs. There are multiple value propositions. The main one: It allows large"  
[X Link](https://x.com/UnderlyingValue/status/2018073838739931627)  2026-02-01T21:27Z [---] followers, [---] engagements


"InMode ( $INMD ) There are lots of reasons why private equity should pursue an LBO of this market leader. With BoA now leading a bid process see why it's an attractive investment opportunity (free): https://open.substack.com/pub/underlyingvalue/p/inmode-inmd-low-risk-take-private InMode ( $INMD ): Steel partners coming in with a bid for 51% of the company at $18. InMode has half its MC in net cash and trades at 4.5x ex-cash EBIT. It will be interesting to see how things develop. I have a small position. https://open.substack.com/pub/underlyingvalue/p/inmode-inmd-low-risk-take-private InMode ("  
[X Link](https://x.com/UnderlyingValue/status/2018441784742031839)  2026-02-02T21:49Z [---] followers, [---] engagements


"Tim doesn't peacock. Very bullish re: $SODI Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB"  
[X Link](https://x.com/UnderlyingValue/status/2019095789306540378)  2026-02-04T17:08Z [---] followers, [---] engagements


"As previously mentioned I've been a buyer of gold stocks. especially those that have: growing production long reserve runways and a significant cost basis in depreciating currencies. Portfolio includes: $PLZL.ME & $EGO http://DRD.JO http://DRD.JO"  
[X Link](https://x.com/UnderlyingValue/status/1262853160999280642)  2020-05-19T21:10Z [---] followers, [--] engagements


"$CMTOY A lot of companies talk about being a steward for the shareholder few do it. Cementos Argos continues to execute their strategy at a very high level. Since their sale of their US assets they have been focused on dividends and buybacks. Their Caribbean Central American and Colombian assets are now showing their earnings power. *Numbers in COP MC = 13.7T / EV = 6.7T by my math / Q3 EBITDA = 374B Shoutout to @alluvialcapital through whom I originally found this opportunity. https://twitter.com/i/web/status/1988654471283646545 https://twitter.com/i/web/status/1988654471283646545"  
[X Link](https://x.com/UnderlyingValue/status/1988654471283646545)  2025-11-12T17:05Z [---] followers, [---] engagements


"I hope the buyer of $ECTM this week did so because of my article 😂. TTM yield of 17%+ expecting a big Q4 / Q1 nat gas up 100%+ YoY // More here: https://underlyingvalue.substack.com/p/a-defensive-micro-cap-yield-investment https://underlyingvalue.substack.com/p/a-defensive-micro-cap-yield-investment"  
[X Link](https://x.com/UnderlyingValue/status/1989039392414134442)  2025-11-13T18:35Z [---] followers, [---] engagements


"With nat gas (spot) up 40%+ year over year I believe the short-term setup for $ECTM is better than when I wrote this a few weeks ago: It should show some great operating leverage in Q4 & Q1. https://underlyingvalue.substack.com/p/a-defensive-micro-cap-yield-investment https://underlyingvalue.substack.com/p/a-defensive-micro-cap-yield-investment"  
[X Link](https://x.com/UnderlyingValue/status/1995218815920304375)  2025-11-30T19:50Z [---] followers, [---] engagements


"NewLake Capital ( $NCLP ) is up about 17% since profiling. I still think this net cash REIT is one of the best risk/rewards for capturing a 10%+ yield. CEO Anthony Coniglio is a strong operator navigating a difficult industry. Watch his [--] minute pitch here: https://sidoti.zoom.us/webinar/register/WN_utIm0AMkQbai6gpIyRtvBQ#/registration https://sidoti.zoom.us/webinar/register/WN_utIm0AMkQbai6gpIyRtvBQ#/registration"  
[X Link](https://x.com/UnderlyingValue/status/2019195592694722834)  2026-02-04T23:45Z [---] followers, [---] engagements


"BQE Water is a compounding gem out of Canada. They've designed a process to remove cyanide and selenium out of mining waste water. Strong trustworthy management. Capital light. Trades at 10x with a meaningful base of service revenue. Great industry tailwinds. Hard to build a position but I think you can sleep on it LT once you do. https://twitter.com/i/web/status/2020987416547672401 https://twitter.com/i/web/status/2020987416547672401"  
[X Link](https://x.com/UnderlyingValue/status/2020987416547672401)  2026-02-09T22:25Z [---] followers, [----] engagements


"Anebulo Pharmaceuticals ( $ANEB ) Company is looking to go private. They initially announced squeezing out shareholders with less than [----] - [----] shares to get under the delisting threshold. They changed that up and now have a $3.50 tender that is set to close in less than three weeks that favors 'odd-lot' shareholders with under [---] shares. Total offer is for 300K shares and will probably be oversubscribed. Regardless shares trade at $1.14 so the risk / reward is attractive. If it works out it's a nice steak dinner. ($3.50 - $1.14) x [--] = $233.64. Benefit from the panic selling of previous"  
[X Link](https://x.com/UnderlyingValue/status/2008671921152684285)  2026-01-06T22:47Z [---] followers, [---] engagements


"Atlas Energy ( $AESI ) is a company I rode down 25% this year. It's a fascinating company and remains on my watchlist but the narrative got muddy and I sold. Founded by the legendary Bud Brigham a true O&G pioneer - Atlas isn't just a sand fracking company low on the cost curve. They think about things differently. (1) Most of their sand comes from dredging instead of mining. This is a cheaper extraction process. (2) Last mile delivery is up to 75% of the frac sand expense (especially for northern white). What did they do Built a $400M+ () conveyer belt through the Permian all the way to New"  
[X Link](https://x.com/UnderlyingValue/status/2013258613419016524)  2026-01-19T14:33Z [---] followers, [---] engagements


"@BSacamanoV Their pivot into power (other than Moser which made sense) lost me. It's outside my circle of competence and I have no perspective how sustainable returns are"  
[X Link](https://x.com/UnderlyingValue/status/2022002186398667082)  2026-02-12T17:37Z [---] followers, [--] engagements


"I entered [----] perceiving myself as a long-term value investor. Less than a half year in and Im shorting bankrupt companies with borrow rates at 100%+. #WTF $HTZ $LTMAQ"  
[X Link](https://x.com/UnderlyingValue/status/1270838544152629253)  2020-06-10T22:01Z [---] followers, [--] engagements


"Recommendation: ProShares UltraShort 20+ (TBT) $19.94 - BUY http://t.co/NGeeHb4L http://wp.me/p2djSx-v http://wp.me/p2djSx-v"  
[X Link](https://x.com/UnderlyingValue/status/179801347917484035)  2012-03-14T05:29Z [---] followers, [--] engagements


"@PaulAndreola $URL 😉"  
[X Link](https://x.com/UnderlyingValue/status/1949179525658775942)  2025-07-26T18:46Z [---] followers, [----] engagements


"@ArneUlland Danaher"  
[X Link](https://x.com/UnderlyingValue/status/1960453810813592048)  2025-08-26T21:26Z [---] followers, [--] engagements


"My order finally filled. New owner of $WNMLA which has a MV of $2.54M More to come"  
[X Link](https://x.com/UnderlyingValue/status/425744939511599105)  2014-01-21T21:41Z [---] followers, [--] engagements


"$BSBR (Brazilian sub of $SAN) has been on a role. One of the few companies that I think has a sustainable 9% dividend. #GetPaid"  
[X Link](https://x.com/UnderlyingValue/status/449245983822848000)  2014-03-27T18:06Z [---] followers, [--] engagements


"Finally got a fill on small cap $PCHM. Strong growth and still trades at 4x earnings ex-cash with 62% gross margins. NI will be lower in [--] as they begin to pay taxes post use of carryforwards"  
[X Link](https://x.com/UnderlyingValue/status/1263627768526442502)  2020-05-22T00:28Z [---] followers, [--] engagements


"$PCHM. If you dont know them check them out. https://s3.amazonaws.com/com-pharmcheck-cdn/document-uploads/2020-Six-Mo.-Results-Letter-to-Stockholders.pdfmtime=20200729104605 https://s3.amazonaws.com/com-pharmcheck-cdn/document-uploads/2020-Six-Mo.-Results-Letter-to-Stockholders.pdfmtime=20200729104605"  
[X Link](https://x.com/UnderlyingValue/status/1288820135873011712)  2020-07-30T12:54Z [---] followers, [--] engagements


"@ClarkSquareCap Any thoughts on $DDI Seems like a similar story to my untrained eye"  
[X Link](https://x.com/UnderlyingValue/status/1954326652785438759)  2025-08-09T23:39Z [---] followers, [---] engagements


"@iam_chris42 Very unique. Waiting on the 8-K to drop which they said would be within days of the meeting Friday"  
[X Link](https://x.com/UnderlyingValue/status/1960452986305700336)  2025-08-26T21:23Z [---] followers, [---] engagements


"@ClarkSquareCap Shared earlier today // $ANEB an interesting special situation/take private squeezing out shareholders with under [----] shares (and maybe up to [----] TBD) at $3.50. Currently trading at a 25%+ discount"  
[X Link](https://x.com/UnderlyingValue/status/1960480642434756862)  2025-08-26T23:13Z [---] followers, [----] engagements


"$ILMN continues to execute at a high level under Jacob Thaysen who has done a hell of a job getting the ship back in order. Too bad that $GRAL purchase blew up in their face (up 5x since their forced spin)"  
[X Link](https://x.com/UnderlyingValue/status/1983990860216987770)  2025-10-30T20:14Z [---] followers, [---] engagements


"AI hyperscalers are projected to spend their full OCF on CapEx in the next [--] years"  
[X Link](https://x.com/UnderlyingValue/status/1985745494413623366)  2025-11-04T16:26Z [---] followers, [--] engagements


"With continued punching on the fiscal and monetary accelerator inflation is beginning to swing upward"  
[X Link](https://x.com/UnderlyingValue/status/1985745496351391996)  2025-11-04T16:26Z [---] followers, [--] engagements


"Relative strength of the dollar is below where it was [--] years ago. Since trade wars began this year there has been significant depreciation"  
[X Link](https://x.com/UnderlyingValue/status/1985745498939195498)  2025-11-04T16:26Z [---] followers, [--] engagements


"The Federal government needs to add $1.8T in debt a year to cover spending. Combined with what needs to be rolled over due to maturity this should result in $10T+ of issuance over the next [--] months"  
[X Link](https://x.com/UnderlyingValue/status/1985745501095149571)  2025-11-04T16:26Z [---] followers, [--] engagements


"Corporate credit spreads are at half their average"  
[X Link](https://x.com/UnderlyingValue/status/1985745503225856103)  2025-11-04T16:26Z [---] followers, [--] engagements


"Only 14% of US companies $100M+ in revenue are public"  
[X Link](https://x.com/UnderlyingValue/status/1985745505356542222)  2025-11-04T16:26Z [---] followers, [--] engagements


"Hydreight Technologies ($NURS.V) could more than 10x their revenue over the next [--] months with a D2C platform they call 'the Shopify of healthcare.' Here is why I think their majority owner Victory Square ($VST.CN / $VSQTF) presents a better opportunity. 👇 (no paywall)"  
[X Link](https://x.com/UnderlyingValue/status/1986115187695624239)  2025-11-05T16:55Z [---] followers, [----] engagements


"Building a portfolio for my parents. What do you include A few I'm considering: 🌊BQE Water - Designs and implements processes for water for mining companies market leader in Selenium and Cyanide decontamination. ⛏Kazatomprom - Low cost uranium producer with 20%+ share. Market maker. FCF machine. 🧬Illumina - Gene sequencing leader has gone from growth at all costs to a balance with the bottom line. 🏂Vail Resorts - Irreplaceable assets that are worth above EV. Buying back shares and leadership transfer back to Robert Katz. 🧑🔧Water Intelligence - Leak detection / plumbing company that has a"  
[X Link](https://x.com/UnderlyingValue/status/1986549293491380529)  2025-11-06T21:40Z [---] followers, [---] engagements


"Sanuwave ( $SNWV ) reported yesterday and the future looks bright. This is the first time the company is executing with a experienced sales team which was their primary bottleneck (imo). I expect this to be a multiplier effect as it's combined with a great product + Morgan Frank. Morgan is hands down my favorite CEO to listen to let me know your favorite quote from yesterday: https://viavid.webcasts.com/viewer/event.jspei=1741017&tp_key=73ef3b515a https://viavid.webcasts.com/viewer/event.jspei=1741017&tp_key=73ef3b515a"  
[X Link](https://x.com/UnderlyingValue/status/1987191275490324648)  2025-11-08T16:11Z [---] followers, [----] engagements


"@DeepSailCapital $VST and $BWEN"  
[X Link](https://x.com/UnderlyingValue/status/1987862728850219011)  2025-11-10T12:39Z [---] followers, [---] engagements


"From $VST to deep value. My next profile is a microcap natural gas royalty company that could pay back its enterprise value in dividends over the next two years. Check it out here: https://underlyingvalue.substack.com/p/a-defensive-micro-cap-yield-investment https://underlyingvalue.substack.com/p/a-defensive-micro-cap-yield-investment"  
[X Link](https://x.com/UnderlyingValue/status/1988435291166888226)  2025-11-12T02:34Z [---] followers, [---] engagements


"Hydreight ( $NURS) should issue [----] VSDHOne guidance in the coming weeks. I would not be surprised to see it indicate revenue 20x their whole business has done in the TTM (thru Q2). Learn more why re: I think $VST is the best way to take advantage of this unique opportunity: Math: 575K average orders a month x $55 CAD AOV to NURS x [--] = $379.5M / $18.5 TTM = 20.5x https://underlyingvalue.substack.com/p/vst https://underlyingvalue.substack.com/p/vst"  
[X Link](https://x.com/UnderlyingValue/status/1989786549995933708)  2025-11-15T20:04Z [---] followers, [----] engagements


"@NestBetter $VST and $BWEN for me"  
[X Link](https://x.com/UnderlyingValue/status/1989836717801836604)  2025-11-15T23:23Z [---] followers, [---] engagements


"Company tied to power via nat gas turbine and gearing manufacturing hiding in plain site. 100% domestic manufacturer. Sold off heavy machinery div to focus on higher margin precision manufacturing. Personal expectation for $15M+ in EBITDA next year -- they'll announce guidance next Q"  
[X Link](https://x.com/UnderlyingValue/status/1989843475911905456)  2025-11-15T23:50Z [---] followers, [--] engagements


"Three opportunities I haven't developed enough conviction to make an investment: $KNLG $IVFH and $QRHC Recent $KLNG drawdown could make it compelling here"  
[X Link](https://x.com/UnderlyingValue/status/1990107241656234182)  2025-11-16T17:18Z [---] followers, [---] engagements


"This will be interesting to join tomorrow. 1) Due to the systemic importance of these institutions. 2) I believe Ackman was recently at the White House with various other finance titans. In the aftermath Pulte has been very quiet. $FNMA $FMCC Please join us tomorrow 11/18 at 10:30am Eastern for our presentation on Fannie and Freddie. A Space open mic Q&A session will follow the presentation. https://t.co/fYtPWLaejf Please join us tomorrow 11/18 at 10:30am Eastern for our presentation on Fannie and Freddie. A Space open mic Q&A session will follow the presentation. https://t.co/fYtPWLaejf"  
[X Link](https://x.com/UnderlyingValue/status/1990517604453384474)  2025-11-17T20:29Z [---] followers, [---] engagements


"Here is @BillAckman's PSH deck from January. It will be interesting to see if anything changes materially in the presentation tomorrow $FNMA $FMCC // https://assets.pershingsquareholdings.com/2025/01/16112701/Fannie-Mae-Freddie-Mac-01-16-2025-Presentation.pdf https://assets.pershingsquareholdings.com/2025/01/16112701/Fannie-Mae-Freddie-Mac-01-16-2025-Presentation.pdf"  
[X Link](https://x.com/UnderlyingValue/status/1990524015119905051)  2025-11-17T20:54Z [---] followers, [---] engagements


"Excited to see what $KDOZF has in store for earnings tomorrow. This business is heavily weighted toward 2H. They're an ad company that focused on targeting [--] and under in a data secure way. Blue chip clients include McDonald's Lego and Mattel. A couple slides from @PlanetMicroCap conference that got me excited to start a position. Scheduled to speak with the CEO next week"  
[X Link](https://x.com/UnderlyingValue/status/1991174184345706544)  2025-11-19T15:58Z [---] followers, [---] engagements


"Cheaper way to play the $NVDA AI chip trade SK hynix (trades in SK and GER). On trailing numbers its 11x earnings and 20x FCF with HBM capacity effectively sold out through [----]. The bottlenecks are shifting from pure compute to power memory bandwidth and networking. Find out who is solving these issues"  
[X Link](https://x.com/UnderlyingValue/status/1991536229826064552)  2025-11-20T15:56Z [---] followers, [---] engagements


"Kidoz ( $KDOZF ) with a strong print. Revenue +60% YoY. Bottom line shadowed by $1.2M in non-capitalized R&D. I expect Q4 to be strong. Excited to see what $KDOZF has in store for earnings tomorrow. This business is heavily weighted toward 2H. They're an ad company that focused on targeting [--] and under in a data secure way. Blue chip clients include McDonald's Lego and Mattel. A couple slides from https://t.co/Jd0NBmLRL1 Excited to see what $KDOZF has in store for earnings tomorrow. This business is heavily weighted toward 2H. They're an ad company that focused on targeting [--] and under in a"  
[X Link](https://x.com/UnderlyingValue/status/1991629332528373896)  2025-11-20T22:06Z [---] followers, [---] engagements


"@DV_Situations What are you [--] expectations to get to 2.8x earnings Theyve guided to pay out a large portion of that wouldnt that result in a higher div %"  
[X Link](https://x.com/UnderlyingValue/status/1992297942502559881)  2025-11-22T18:23Z [---] followers, [---] engagements


"Schmid Group NV ( $SHMD ): Such a bizarre situation. Went public in May '24. Has not filled financial results since Q3 '24 (I believe). Now at the risk of getting delisted but gave this updated business report guiding for $100M in sales in '26 w/ 10%+ margins. Up 35% this year because why not https://www.nasdaq.com/press-release/schmids-update-positive-developments-market-leading-positive-outlook-2026-while-2025 https://www.nasdaq.com/press-release/schmids-update-positive-developments-market-leading-positive-outlook-2026-while-2025"  
[X Link](https://x.com/UnderlyingValue/status/1992696810910228601)  2025-11-23T20:48Z [---] followers, [----] engagements


"Hydreight ( $NURS.V ) reported post close and is beginning to show the hockey stick impact of VSDHOne. Sequential quarterly growth (Q2 - Q3 '25) - Topline up 95% to $10.5M - Net Income from $49K - $361K (CAD) See why I think Victory Square Technologies ( $VST / $VSQTF ) is the best way to invest in the opportunity: https://underlyingvalue.substack.com/p/vst https://underlyingvalue.substack.com/p/vst"  
[X Link](https://x.com/UnderlyingValue/status/1993909054100410805)  2025-11-27T05:05Z [---] followers, [----] engagements


"There was a line in the quarterly that caught my attention in a negative sense as it pertains to $VST (below). The CEO of VST said full share of their 10% interest will be received from '25 sales. Starting in Q1 '26 settlements will be quarterly"  
[X Link](https://x.com/UnderlyingValue/status/1994069129058206152)  2025-11-27T15:41Z [---] followers, [---] engagements


"ZoomD ( $ZOOM.V I $ZMDTF ) Topline declined 3% YoY but disciplined focus on cash generation remains. Trades at 10.5x EBITDA. Q4 '24 is a quarter they should lap favorably. They offer a better mousetrap for multi-national corporations looking for programmatic ad opportunities. Their roster of clients is top notch (Shein NBA etc). https://twitter.com/i/web/status/1994424667923226743 https://twitter.com/i/web/status/1994424667923226743"  
[X Link](https://x.com/UnderlyingValue/status/1994424667923226743)  2025-11-28T15:14Z [---] followers, [----] engagements


"Yuanbao ( $YB ) - A Chinese stock with too many questions for me to invest. Why in the world did you go public How will I get my capital back Over half their MC is in cash. If they announced buybacks/dividend the shares would rocket. I attempted to get in touch with the CFO without luck. Yuanbao Inc. (NASDAQ: YB) a leading technology driven online insurance distributor in China announced its unaudited financial results for the third quarter ended September [--] [----]. https://t.co/HqbCE7YIXk Yuanbao Inc. (NASDAQ: YB) a leading technology driven online insurance distributor in China announced its"  
[X Link](https://x.com/UnderlyingValue/status/1996242593311850860)  2025-12-03T15:38Z [---] followers, [--] engagements


"Yuanbao ( $YB ) - A Chinese company with too many questions for me to invest. Why in the world did you go public How will I get my capital back Over half their MC is in cash. If they announced buybacks/dividend the shares would rocket. I attempted to get in touch with the CFO without luck. Yuanbao Inc. (NASDAQ: YB) a leading technology driven online insurance distributor in China announced its unaudited financial results for the third quarter ended September [--] [----]. https://t.co/HqbCE7YIXk Yuanbao Inc. (NASDAQ: YB) a leading technology driven online insurance distributor in China announced"  
[X Link](https://x.com/UnderlyingValue/status/1996242785289285768)  2025-12-03T15:39Z [---] followers, [---] engagements


"@stock_logging @SimeonResearch_ Hard to get your capital back. This company didnt need to raise money in the public markets. Why are we the lucky ones"  
[X Link](https://x.com/UnderlyingValue/status/1996280765924143454)  2025-12-03T18:09Z [---] followers, [--] engagements


"Any international fund recommendations I respect what @MebFaber does and always like looking through $GVAL to see what it holds"  
[X Link](https://x.com/UnderlyingValue/status/1996995495269732619)  2025-12-05T17:30Z [---] followers, [---] engagements


"The pitch: 3x EV/EBITDA Net cash 1x TBV Founder operated Tailwinds through: Exposed 80:20 to gold & copper Contract pricing should rerate favorably Motivation to return capital to shareholders (buybacks dividend sale) Depreciating operating currency 👉 https://underlyingvalue.substack.com/p/my-favorite-opportunity-in-2026 https://underlyingvalue.substack.com/p/my-favorite-opportunity-in-2026"  
[X Link](https://x.com/UnderlyingValue/status/1997421086691225873)  2025-12-06T21:41Z [---] followers, [---] engagements


"Cameco vs Kazatomprom ( $CCJ vs $KAP.IL) // The valuation vs fundamental difference between these two is huge. Kazatomprom has production leverage similar to OPEC but is valued at a fraction of their Western peer"  
[X Link](https://x.com/UnderlyingValue/status/1998149219417489616)  2025-12-08T21:54Z [---] followers, [---] engagements


"@capitaloptimism Thus far Kazakhstan has done a good job toeing the line between China Russia and the US. We'll see if that sticks"  
[X Link](https://x.com/UnderlyingValue/status/1998161691767706017)  2025-12-08T22:44Z [---] followers, [--] engagements


"Zoomd ( $ZOMD I $ZMDTF ) By the end of the week I'm sending out a free analysis of the company. It will dive into the industry and business model. Is strong performance sustainable or is this a value trap Sign-up to get it here 👉 https://underlyingvalue.substack.com/ https://underlyingvalue.substack.com/"  
[X Link](https://x.com/UnderlyingValue/status/1998885438371877280)  2025-12-10T22:40Z [---] followers, [---] engagements


"When @GavinSBaker is on Invest Like the Best I make time to listen. A few of my favorite snippets: 14:40 - "Google has been sucking the economic oxygen out of the AI ecosystem" as the low cost producer. 47:20 - Leverage of rare earth minerals vs NVDA chips 49:10 - Walking through the dynamics of the industry 52:00 - AI data centers in space. I found this fascinating 1:19:15 - Being nice is free This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: -"  
[X Link](https://x.com/UnderlyingValue/status/1998969967493132324)  2025-12-11T04:15Z [---] followers, [---] engagements


"Zoomd Technologies ( $ZOMD.V $ZMDTF ) : A dive into the business model valuation and forward outlook. Capital light compounder or value trap Read it here (free): https://underlyingvalue.substack.com/p/zoomd-technologies-zomdv-zmdtf https://underlyingvalue.substack.com/p/zoomd-technologies-zomdv-zmdtf"  
[X Link](https://x.com/UnderlyingValue/status/1999499299412148601)  2025-12-12T15:19Z [---] followers, [----] engagements


"Zoomd ( $ZOMD $ZMDTF) carries more risk than may initially appear. I still see upside but investors shouldnt let a [--] EV/FCF multiple obscure what could go wrong. Free link in bio"  
[X Link](https://x.com/UnderlyingValue/status/1999627119681474694)  2025-12-12T23:47Z [---] followers, [---] engagements


"I love this investment: -- Net cash REIT (not a typo) -- Funds from ops (FFO) are 2.5x CCC yields. Currently has a 12% dividend yield. -- Publicly traded tenants have ran up 50%+ in the past week signaling a de-risking of their rental base"  
[X Link](https://x.com/UnderlyingValue/status/2000603573412037065)  2025-12-15T16:27Z [---] followers, [---] engagements


"$GEO.TO supplies drill rigs for gold and copper (80:20). Operations are primarily in West Africa where the founder-operator Dave Harper (Australia-born) has grown the fleet from [--] to [---] rigs over [--] years while based in Ghana. Net cash 3x EV/EBITDA Ghanian Cedi (primary operating currency) unexpectedly went through the roof in '25. Set up to print cash next year"  
[X Link](https://x.com/UnderlyingValue/status/2000974450230223122)  2025-12-16T17:00Z [---] followers, [---] engagements


"45 days into writing up my investments after 7+ months of research. More to come there are some great opportunities I'll be profiling soon. Many well off the beaten path with no coverage I can find. Recap of my seven profiles so far: REIT: Net cash; 16% FFO; 12% dividend; 0.75x TBV. Strong management with a catalyst on the way. Zoomd Technologies ( $ZOMD.V ): Trades at 45x on an EV-based multiple. This MarTech business has inflected to meaningful profitability after years of losses. I see a reasonable case for FY26 to extend the momentum. Geodrill ( $GEO.TO ): 3x EV/EBITDA. Supplies drill"  
[X Link](https://x.com/UnderlyingValue/status/2000987726745948295)  2025-12-16T17:53Z [---] followers, [---] engagements


"NewLake Capital Partners ( $NLCP ): Opening this post up with an update added after speaking with the CEO today. Cannabis REIT. Net cash; 16% FFO; 12% dividend; 0.75x TBV. Strong properly incented management. Why care Moving from a Schedule I to III should save their tenants $400M/year in taxes. Furthermore 60% of their portfolio is publicly traded and up an average of 100%+ in the past month. Tenant risk is now much lower. https://twitter.com/i/web/status/2001393941523173576 https://twitter.com/i/web/status/2001393941523173576"  
[X Link](https://x.com/UnderlyingValue/status/2001393941523173576)  2025-12-17T20:47Z [---] followers, [---] engagements


"NewLake ( $NLCP ) Continues to climb higher on the back of strong relative volume. Company goes ex-dividend ($.43 quarterly) on Wednesday. They've paid out $1.72 over the last year"  
[X Link](https://x.com/UnderlyingValue/status/2005749327076225210)  2025-12-29T21:14Z [---] followers, [---] engagements


"Victory Square / Hydreight ( $VST.CN I $NURS.V ) update. I've been quiet on this one recently. Hydreight's Q3 call (the day after Thanksgiving) was bad. Management did not have their metrics straight and delivery was unclear. Big red flag definitely not the 'shopify of healthcare' material. Since then they've indicated 1.3M orders placed (Dec. 18th). This implies 400K+ orders in Dec. Again you can do some napkin math and realize how large this is using an AOV of probably $20-$30 CAD. From a license standpoint they have [----] licenses vs original target of [----] (one customer needs a license for"  
[X Link](https://x.com/UnderlyingValue/status/2006381180963180816)  2025-12-31T15:05Z [---] followers, [----] engagements


"Yeah agree with that. That was the main confusion point on the Q3 call. From looking at some of their brands it seems like they can take different customer journeys. For example some try to sell the product first before checking all the needed regulatory hurdles (e.g. Doctor screening). https://twitter.com/i/web/status/2006383455928463453 https://twitter.com/i/web/status/2006383455928463453"  
[X Link](https://x.com/UnderlyingValue/status/2006383455928463453)  2025-12-31T15:14Z [---] followers, [--] engagements


"Writing up a company trading at 5x EV/FCF with near-term operational and balance-sheet catalysts. Recent developments in Venezuela add upside optionality but this is fundamentally an operating story - not a litigation bet. Full write-up out tomorrow"  
[X Link](https://x.com/UnderlyingValue/status/2007881333234892988)  2026-01-04T18:26Z [---] followers, [---] engagements


"New deep-value profile is out. Three transformative catalysts emerged for this investment in the past week: 1) Active operations in Venezuela 2) Sale of a minority stake worth 30% of enterprise value 3) Under-appreciated growth locked in for 2026"  
[X Link](https://x.com/UnderlyingValue/status/2008322400199291123)  2026-01-05T23:39Z [---] followers, [---] engagements


"Brent Beshore (@BrentBeshore) is equal parts brilliant and humble. Private equity is ruthless. It attracts and tarnishes some of the best and brightest minds we have. The reasons for this are too long for a tweet but some of the components are blind ambition mixed with perverse incentives short-term orientation zero sum thinking and a insatiable drive for more (AEBITDA). Therefore the strategy Brent and his team have successfully executed now for 15+ years stands out. Patience in a sea of instant gratification. Process instead of chaos. Equity instead of debt. When his firm (Permanent Equity)"  
[X Link](https://x.com/UnderlyingValue/status/2009629758850728402)  2026-01-09T14:14Z [---] followers, [--] engagements


"@ToffCap $RCHN ftw"  
[X Link](https://x.com/UnderlyingValue/status/2009629929030431099)  2026-01-09T14:14Z [---] followers, [---] engagements


"Kidoz ($KDOZ.V $KDOZF) is set up for a strong Q4. FY guidance of $18M implies 50%+ ($9.2M) of revenue landing in Q4 driving 25%+ YoY growth. Here is my take on the business model and investment opportunity: https://underlyingvalue.substack.com/p/kidoz-kdozf-kdozv https://underlyingvalue.substack.com/p/kidoz-kdozf-kdozv"  
[X Link](https://x.com/UnderlyingValue/status/2010043521584247195)  2026-01-10T17:38Z [---] followers, [---] engagements


"Andreessen Horowitz raised over 18% of all VC funds in the US in [----] -- more than the next two funds combined. Therefore when @pmarca talks it's good to listen. I found this to be a great way to invest [--] minutes: https://www.youtube.com/watchv=xRh2sVcNXQ8 https://www.youtube.com/watchv=xRh2sVcNXQ8"  
[X Link](https://x.com/UnderlyingValue/status/2010484402942583177)  2026-01-11T22:50Z [---] followers, [---] engagements


"Least expensive producing gold miner in the world On paper Steppe Gold ( $STGO.TO ) would be on the shortlist. The Mongolian miner (hello Ulaanbaatar) trades at 2x earnings of their past guide of 150K produced ounces for '26. Claims 70K ounces this year with 23K mined and 30K sold in Q4. Unfortunately far too many red flags. In the past [--] days -- CEO left auditor resigned CFO's wife sold shares. https://twitter.com/i/web/status/2012152548145156454 https://twitter.com/i/web/status/2012152548145156454"  
[X Link](https://x.com/UnderlyingValue/status/2012152548145156454)  2026-01-16T13:18Z [---] followers, [---] engagements


"Starting to buy a little $ZOMD.V. Thesis really hasn't changed since I wrote them up. Q4 is uncertain but I'm expecting a strong [----] with the Olympics and World Cup. I think Zoomd is structurally well positioned for ongoing tariff volatility and macro dislocation. Its platform enables customers to reallocate spend across geographies in real time allowing them to adapt quickly to shifting economics and regulatory friction. This flexibility should become more valuable not less in the current environment. The company trades at 3.5x FCF ex-cash."  
[X Link](https://x.com/UnderlyingValue/status/2013716979736289387)  2026-01-20T20:55Z [---] followers, [---] engagements


"My latest stock pitch is definitely not for everyone. This is a small-cap falling knife that trades [----] miles from where it generates 90%+ of revenue. It's priced for insolvency at .03x sales and boasts a negative enterprise value. Despite all the gloom I see reasons to be optimistic and have made it 4% of my current portfolio. https://twitter.com/i/web/status/2014480773722845228 https://twitter.com/i/web/status/2014480773722845228"  
[X Link](https://x.com/UnderlyingValue/status/2014480773722845228)  2026-01-22T23:30Z [---] followers, [---] engagements


"Nio ( $NIO ) might go down as one of the most impressive schemes to funnel money from the US to China. $10B raised through its ADR. Great consistency in their ability to incinerate about a third of their revenue despite impressive 'growth.'"  
[X Link](https://x.com/UnderlyingValue/status/2014760909298925816)  2026-01-23T18:03Z [---] followers, [---] engagements


"Blog post from yesterday on little known $WNMLA: http://t.co/j7bchJatpp #CheckIt http://underlyingvalueinvestor.com/2014/01/22/moving-to-the-value-micro-cap-otc/ http://underlyingvalueinvestor.com/2014/01/22/moving-to-the-value-micro-cap-otc/"  
[X Link](https://x.com/UnderlyingValue/status/426378981470773249)  2014-01-23T15:40Z [---] followers, [--] engagements


"You pretty much have to be a energy behemoth to get in on the #LNG game. $ORG.AX is a nice alternative (leagues better than #Cheniere)"  
[X Link](https://x.com/UnderlyingValue/status/497700815872991232)  2014-08-08T11:08Z [---] followers, [--] engagements

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