# ![@Vanktran10 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1973810258519994369.png) @Vanktran10 Van

Van posts on X about $chtr, $cmcsa, $wu, $lnc the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1973810258519994369/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973810258519994369/c:line/m:interactions.svg)

- [--] Week [-----] +295%
- [--] Month [-----] +13%

### Mentions: [--] [#](/creator/twitter::1973810258519994369/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973810258519994369/c:line/m:posts_active.svg)

- [--] Month [--] -62%

### Followers: [---] [#](/creator/twitter::1973810258519994369/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973810258519994369/c:line/m:followers.svg)

- [--] Week [---] +5.80%
- [--] Month [---] +9.60%

### CreatorRank: [---------] [#](/creator/twitter::1973810258519994369/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1973810258519994369/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$chtr](/topic/$chtr), [$cmcsa](/topic/$cmcsa), [$wu](/topic/$wu), [$lnc](/topic/$lnc) #1, [$ozk](/topic/$ozk), [dividend](/topic/dividend), [$ccsi](/topic/$ccsi) #3, [$ecpg](/topic/$ecpg), [cash flow](/topic/cash-flow), [$pypl](/topic/$pypl) #1976

**Top accounts mentioned or mentioned by**
[@robbiehendricks](/creator/undefined) [@carpool_ceo](/creator/undefined) [@divergent7651](/creator/undefined) [@fifteencagr](/creator/undefined) [@unknowncapital](/creator/undefined) [@mxschumacher](/creator/undefined) [@victaurs](/creator/undefined) [@investigato89](/creator/undefined) [@tidefallcapital](/creator/undefined) [@larryjamieson](/creator/undefined) [@carpoolceo](/creator/undefined) [@madisonlackey44](/creator/undefined) [@realryanhess](/creator/undefined) [@rodrigoethe](/creator/undefined) [@privateeyecap](/creator/undefined) [@teechongyen](/creator/undefined) [@millonariosanon](/creator/undefined) [@ohcapideas](/creator/undefined) [@kab604](/creator/undefined) [@fedwashreserve](/creator/undefined)

**Top assets mentioned**
[Charter Communications Inc (CHTR)](/topic/$chtr) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Western Union Co (WU)](/topic/$wu) [Lincoln National Corporation (LNC)](/topic/$lnc) [Bank OZK (OZK)](/topic/$ozk) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [H&R Block, Inc. (HRB)](/topic/$hrb) [Cable One, Inc. (CABO)](/topic/$cabo) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Synchrony Financial (SYF)](/topic/$syf) [Solana (SOL)](/topic/$sol) [Capital One Financial Corp. (COF)](/topic/$cof) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Travel + Leisure Co. (TNL)](/topic/$tnl) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Motorola Solutions Inc (MSI)](/topic/motorola)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Switching to real estate: Manufactured Housing Communities has to be one of the last frontiers for RE investing. The potential cash on cash return is very high with big equity upside dependent on the capital structure. High cash flow. #realestateinvesting #mobilehomeparks"  
[X Link](https://x.com/Vanktran10/status/1977699835810664605)  2025-10-13T11:35Z [--] followers, [---] engagements


"Probably going to add more $ozk. Forward PE at [----] and I think its a well run bank"  
[X Link](https://x.com/Vanktran10/status/1979204834994926024)  2025-10-17T15:16Z [---] followers, [---] engagements


"@victaurs $ozk is still a great buy and Ill be adding to my position. Well run bank with a very low forward PE. Ill keep buying if they stay at these levels"  
[X Link](https://x.com/Vanktran10/status/1979506669358108714)  2025-10-18T11:15Z [--] followers, [---] engagements


"@RealRyanHess @RodriGo_ethe Im in the same boat. I do think the setup of $ozk is interesting in that i believe LTV for loans is under 50%. NCO are rising but so are the reserves for loan losses. More than covers it so I feel pretty protected. Low PE still earning good profits Ill take the bet"  
[X Link](https://x.com/Vanktran10/status/1980242850169417893)  2025-10-20T12:01Z [--] followers, [---] engagements


"@investigato89 Yeah if I didnt already have a decent sized position I would of course keep buying Continues to get cheaper"  
[X Link](https://x.com/Vanktran10/status/1980248703006072857)  2025-10-20T12:24Z [--] followers, [--] engagements


"Im at my comfort limit with stock exposure right now but if dynamics shift Ill start looking at $CHTR. Subscriber losses are known but revenue and profitability have held up surprisingly well. Forward earnings [--]. Could be a value trap but risk/reward looks tilted toward upside"  
[X Link](https://x.com/Vanktran10/status/1981328113163538604)  2025-10-23T11:53Z [--] followers, [---] engagements


"Decided to go for it started a position in $CHTR for [----] shares @ $245.86 Forward earnings remain under [--] and cash flow looks durable even with subscriber pressure"  
[X Link](https://x.com/Vanktran10/status/1981716717379183010)  2025-10-24T13:37Z [--] followers, [---] engagements


"@PrivateEyeCap Im in the trade as well. Plenty of upside in my view the sectors been priced for structural decline but profitabilitys holding up. Forward PE still under [--]. Could be wrong but I think probability is that it goes higher than lower"  
[X Link](https://x.com/Vanktran10/status/1982094120001974760)  2025-10-25T14:37Z [--] followers, [--] engagements


"Current stock positions: $CMCSA $420.6k @ $34.6 $ECPG $358k @ $38 $WU $440k @ $10 $LNC $445k @ $33.4 $MRK $404k @ $90 $OZK $204.4k @ $42.79 $CHTR - $405.7k @ 245.86"  
[X Link](https://x.com/Vanktran10/status/1982397882004324842)  2025-10-26T10:44Z [---] followers, [----] engagements


"@investigato89 Agreed. I think it has good potential here and a chance at decent upside. Understand that key patents will be expiring in [----] but I think they are aware and working towards it"  
[X Link](https://x.com/Vanktran10/status/1982413952354296157)  2025-10-26T11:48Z [--] followers, [--] engagements


"Increased $OZK position modestly by [---] shares @ $45.78. Loan sizes remain 50% LTV; NCOs are rising but reserves cover them comfortably. Still trading around [--] forward earnings. Will add more if it dips further though my focus right now is building out $CHTR"  
[X Link](https://x.com/Vanktran10/status/1983122504962191760)  2025-10-28T10:43Z [---] followers, [---] engagements


"@teechongyen $WU $CMCSA $CHTR. I think all of them have a good risk profile at this point with their prices being so low. They all earn decent cash and low forward PEs so I think probability is skewed towards upside"  
[X Link](https://x.com/Vanktran10/status/1983146896198905961)  2025-10-28T12:20Z [--] followers, [---] engagements


"Picked up more $ECPG. Forward PE still under [--] strong earnings momentum and buybacks underway. Could be the start of a new credit cycle"  
[X Link](https://x.com/Vanktran10/status/1983296673477792226)  2025-10-28T22:15Z [---] followers, [---] engagements


"Another installation we are doing at a MHC near Las Vegas NV. 3be/2ba about [---] sq ft. Financed the total cost of the unit but is going to take about $25k for full installs. Hopefully cash flow about $400-$500/month so about 19-24% cash on cash return. Although decent return helps to improve communitys appearance and elevate the tenant/owner mix. Intangibles that will eventually get priced in on exit. Need about [--] more to infill all lots. #realestateinvesting #mobilehomeparks"  
[X Link](https://x.com/Vanktran10/status/1983862530268389504)  2025-10-30T11:44Z [--] followers, [---] engagements


"$WU has gone up like 15% in the past week or so partly because of earningspartly because of their announcement with $SOL I feel like it has more room to run but people are cautious. Still a pretty decently run company with solid fundamentals intact. Curious to see what happens"  
[X Link](https://x.com/Vanktran10/status/1984584639613415664)  2025-11-01T11:33Z [--] followers, [--] engagements


"@MillonariosAnon I am long both $CMCSA and $CHTR. Curious to see what happens with them both trading at such low valuation but are doing modestly well with good FCF and buybacks"  
[X Link](https://x.com/Vanktran10/status/1984587769168216249)  2025-11-01T11:46Z [--] followers, [---] engagements


"$CHTR and $CMCSA continue to interest me long term. I understand the subscriber losses but revenue and earnings have held steady through this transition. As bandwidth demand rises will other providers be able to truly keep pace with household needs They operate much like utilities high debt yes but also strong FCF ongoing buybacks and very low trading multiples. Possibility of the probability not working in my favor but I wonder if valuation gravity will do its thing"  
[X Link](https://x.com/Vanktran10/status/1985339358644412814)  2025-11-03T13:32Z [--] followers, [---] engagements


"@ohcapideas I have positions in both $CHTR and $CMCSA Hopefully not the case with $WBD. I think they have a good thing going right now and they will do well to just stay put and do more share buybacks"  
[X Link](https://x.com/Vanktran10/status/1986037291840844290)  2025-11-05T11:46Z [--] followers, [---] engagements


"I held $SYF for a long time. They were a really good company to feel safe in and were disciplined with management and buybacks. I ended up selling out around $65 but I think they have room to keep going. If they go back down i would love to get back in. $COF is good too and was undervalued for a long time. Their acquisition with discover was interesting and curious to see how it all works out. https://twitter.com/i/web/status/1986402719645774111 https://twitter.com/i/web/status/1986402719645774111"  
[X Link](https://x.com/Vanktran10/status/1986402719645774111)  2025-11-06T11:58Z [---] followers, [--] engagements


"Continuing to add to $OZK. I understand the CRE exposure concerns but the banks LTV is 50% trading around [--] earnings and NCOs are well covered. Yes defaults could accelerate but even then recovery rates could hold with te LTV cushion. If rates ease refis could pick up (already some signs last quarter). Have to wait and see. https://twitter.com/i/web/status/1987126783209013646 https://twitter.com/i/web/status/1987126783209013646"  
[X Link](https://x.com/Vanktran10/status/1987126783209013646)  2025-11-08T11:55Z [---] followers, [---] engagements


"$LNC reported adjusted EPS of $2.04 up 22% year over year. Strength across every segment: annuities +6% life +286% group protection +5% retirement plan income +5%. Book value/share (ex-AOCI) $69.66 RBC 420%. Still trades around [--] forward earnings but turnaround is starting to accelerate. https://twitter.com/i/web/status/1988216118402846812 https://twitter.com/i/web/status/1988216118402846812"  
[X Link](https://x.com/Vanktran10/status/1988216118402846812)  2025-11-11T12:03Z [---] followers, [---] engagements


"$WU reported adjusted EPS of $0.47 up slightly year over year with operating margins expanding to 20%. Consumer Services revenue +49% y/y (impressive but I dont know if sustainable) Branded Digital +7% revenue +12% transactions now 38% of total volume. Still trading around [--] forward PE. Buybacks and dividend continue to move forward and buybacks very attractive at these prices"  
[X Link](https://x.com/Vanktran10/status/1988217408222588997)  2025-11-11T12:09Z [--] followers, [---] engagements


"I do like looking at his portfolio and 13f because I think he has good insight. Sometimes Im confused about his big bets like against $NVDA and $PLTR. They dont seem like the asymmetric bets that would produce good returns. They seem more like they could potentially annihilate his portfolioeven if he is possibly right in the long term"  
[X Link](https://x.com/Vanktran10/status/1989312774246109190)  2025-11-14T12:41Z [--] followers, [---] engagements


"Closed out my $MRK position today. My blended cost basis was $90 so after roughly a year of holding this wasnt an ideal return basically flat. The recent acquisition isnt the direction I want for the portfolio. Exited at $92.44. Will revisit if valuation resets"  
[X Link](https://x.com/Vanktran10/status/1989347115823444101)  2025-11-14T14:58Z [--] followers, [---] engagements


"Current positions (cost basis included): $CMCSA $420.6K @ $34.62 $ECPG $303.7k @ $39.17 $WU $440K @ $10.00 $LNC $445K @ $33.40 $OZK $204.4K @ $42.79 $CHTR $405.7K @ $245.86"  
[X Link](https://x.com/Vanktran10/status/1989707627798860046)  2025-11-15T14:50Z [---] followers, [---] engagements


"I think you make some good points here. Ultimately I just dont see the asymmetry of bets that would make this worthwhile but thats just for me. Not saying he wont make money just saying that it seems tough with the exuberance of markets in general. Hes getting solid publicity and maybe thats worth it to him. I think if he wanted to go dark though he wouldnt be doing a blogpost. I think the point here is that he does make really interesting choices and especially his value plays are consistent. I probably subscribe more to the slow and steady compounding in the asymmetry of investments rather"  
[X Link](https://x.com/Vanktran10/status/1990062378495496328)  2025-11-16T14:20Z [--] followers, [--] engagements


"It seemed like a lot of rambling. $CMCSA does pay a dividend and its sustainable yet still trades below 7x forward PE. Also at this point isnt it evident that buying back shares for $CHTR especially here is probably more logical for tax efficiency and returning capital than dividends If youre looking at dividends for investing I really dont know how sustainable/lucrative that is. Id much rather see a company be aggressive with their buybacks at decent prices"  
[X Link](https://x.com/Vanktran10/status/1991710166044274726)  2025-11-21T03:28Z [--] followers, [---] engagements


"$CMCSA does pay a sustainable dividend. $CHTR could pay it as well but for tax efficiency purposes its better to buyback shares. He semi stops short of blaming Buffett for this mindset but Buffett has always been a proponent of buybacks at the right price. $CHTR is at the right price right now. Not totally clear on his thoughts here"  
[X Link](https://x.com/Vanktran10/status/1991845895563026443)  2025-11-21T12:27Z [--] followers, [---] engagements


"@kab604 I would rather see them go private do a Dutch tender offer for some shares or buyback a crazy amount of stock. Dividends are inefficient comparatively to return value to shareholders"  
[X Link](https://x.com/Vanktran10/status/1991849058240172187)  2025-11-21T12:39Z [--] followers, [--] engagements


"I keep seeing people criticize $CHTR over bad buybacks and too much debt. A few thoughts: [--]. Debt: Telecom balance sheets are always heavy. Charter is definitely high but management has been clear about bringing leverage back down over the next couple years. [--]. Buyback prices: Even the repurchases in the $400$450 range were roughly [---] earnings depending on whether youre using forward or trailing. Those arent crazy prices for this type of business. [--]. The real opportunity: If the stock stays cheap Id love to see them get more aggressive even a tender offer. This is where buybacks add real"  
[X Link](https://x.com/Vanktran10/status/1991852322981630268)  2025-11-21T12:52Z [---] followers, [---] engagements


"@fedwashreserve Im not sure where you are getting this from. They just bought back a high amount of stock in Q3if I remember correctly it was =7% and they have indicated they will continue. Do you mean their purchase capacity as designated by the board They can always just increase"  
[X Link](https://x.com/Vanktran10/status/1991910122927579561)  2025-11-21T16:42Z [--] followers, [--] engagements


"@inelegantinvest $SYF and $TNL. Bought during liberation day on some leverage"  
[X Link](https://x.com/Vanktran10/status/1993795435065123274)  2025-11-26T21:34Z [---] followers, [--] engagements


"@stockgutter The company continues to do pretty solidly so a bit confused as the downtrend recently. Hopefully it can start take breakout soon but the dividend is nice to keep holding on"  
[X Link](https://x.com/Vanktran10/status/1994385553807347766)  2025-11-28T12:39Z [--] followers, [--] engagements


"My strategy here is pretty simple: I scan for companies trading under [--] earnings with operating margins above 10% and revenue that isnt collapsing. Then I wait (sometimes impatiently) for fundamentals to stabilize and sentiment to turn. When valuation drifts back toward [--] I reassess the story and decide whether to hold or exit. Its a simple way to push probabilities in my favor cheap durable misunderstood businesses tend to revert faster than most expect. Usually sentiment is highly negative. Over time this approach has worked more often than not. Its not super clever but price and"  
[X Link](https://x.com/Vanktran10/status/1994765200013332496)  2025-11-29T13:47Z [--] followers, [--] engagements


"Some really good books in there I think it was in Waltons book where he even talks about going through the rival stores with his tape recorder so he could make mental notes to himself on what they needed to do better. I think he even gets escorted out by security because of this"  
[X Link](https://x.com/Vanktran10/status/1995453844395020376)  2025-12-01T11:24Z [---] followers, [--] engagements


"@TidefallCapital Retail is so unbelievably hard. Once you no longer have brand heat its difficult to regain. Things like $ANF $LULU $DECK struggle to find their way back to their peak. Theres a possibility to regain but it is super hard"  
[X Link](https://x.com/Vanktran10/status/1995480569912905933)  2025-12-01T13:10Z [---] followers, [---] engagements


"I think theres a lot to like about Phil Fisher but i think there are some cautionary tales in there as well. If Im not mistaken he held on to some stocks for a little too long (Motorola was one of his bigger holdings) and couldnt see the changing tide. The fundamental scuttlebutting is really good though"  
[X Link](https://x.com/Vanktran10/status/1995869717916254278)  2025-12-02T14:56Z [---] followers, [---] engagements


"@chuk_xyz Agreed. However even without a leveraged buyout I think there is a good chance things start to turn a bit for them at such a low valuation. Just reversion to a reasonable mean would make this a good play. Definitely long here"  
[X Link](https://x.com/Vanktran10/status/1996544376747749421)  2025-12-04T11:37Z [---] followers, [--] engagements


"Added more $CMCSA. Still like the setup 10%+ margins a solid dividend and [--] earnings is hard to ignore. At these prices the odds feel tilted in my favor. Still like my $CMCSA position. Was early but a business doing 10%+ profit margins a decent dividend and trading at [--] forward earnings is hard to come by and overlook. My only real worry is a $WBD acquisition. Companies often feel the need to do something and end up Still like my $CMCSA position. Was early but a business doing 10%+ profit margins a decent dividend and trading at [--] forward earnings is hard to come by and overlook. My only real"  
[X Link](https://x.com/Vanktran10/status/1996945591092551971)  2025-12-05T14:11Z [---] followers, [----] engagements


"Starting to look at $CHH as a potential position. Asset-light high-margin 12x forward earnings. Tempted to start a small position here; if it drifts closer to 10x Id likely size it into a normal concentrated position. Havent done full DD but will look in to it more closely. https://twitter.com/i/web/status/1997660578861486195 https://twitter.com/i/web/status/1997660578861486195"  
[X Link](https://x.com/Vanktran10/status/1997660578861486195)  2025-12-07T13:32Z [---] followers, [---] engagements


"@boujee_banker Long here. Lots to like about the company. Trading at an insane valuation. I think probability more skewed towards increase"  
[X Link](https://x.com/Vanktran10/status/1998181177656836225)  2025-12-09T00:01Z [---] followers, [--] engagements


"@Divergent7651 Agreed. Maybe once they spin off it will be rated higher. I have both $CMCSA and $CHTR as top [--] of my holdings. Not sure you can find cheaper companies with steady earnings but we will see how they shake out"  
[X Link](https://x.com/Vanktran10/status/1998375124404490698)  2025-12-09T12:52Z [---] followers, [---] engagements


"@victaurs $MBIN has had issues. Their NCO have risen and their coverage has not commensurate with that. $OZK is good right now for me. They are well managed and not totally understood. Management does a good job of risk reduction"  
[X Link](https://x.com/Vanktran10/status/1998430042704220603)  2025-12-09T16:30Z [---] followers, [---] engagements


"I visit vegas fairly often for work and they overcharge on such silly things. The customer service has also meaningfully declined and they arent really about creating an experience much anymore. You feel like you are being taken advantage of. Just my personal experience though"  
[X Link](https://x.com/Vanktran10/status/1998432117752307780)  2025-12-09T16:38Z [---] followers, [---] engagements


"For $WU Im really making a 2-part probability bet. [--] Base case (my main thesis): Its a cheap cash-generative business buying back stock and paying a big dividend. Even for a declining company I dont think the current multiple + yield are justified if revenues simply slow their decline and stabilize. In that scenario EPS is roughly flat and you get paid via buybacks/dividends and even a modest re-rating will be big upside. Rough numbers in my head: maybe 70% odds of this happening and deserves a higher multiple. 2Upside case (lower probability): Digital is growing fast (50%+ Q/Q recently)"  
[X Link](https://x.com/Vanktran10/status/1999084566431338523)  2025-12-11T11:51Z [---] followers, [--] engagements


"I think that in most things people tend to overestimate their skill and underestimate the role of luck. The analogy is probably apt in that people oftentimes credit a bad beat to being unlucky but a big win on their ability. For me learning about poker actually helped me to understand risk/reward a lot better. Thinking in terms of GTO and understanding that crap hands can win and good hands can lose helps you see the unpredictability of luck/chance. Even with pocket aces in THE against [--] opponents you typically have a 25% chance to lose. With that being said people rarely analyze their"  
[X Link](https://x.com/Vanktran10/status/2000040830648951071)  2025-12-14T03:11Z [---] followers, [---] engagements


"@N8RealEstate Good luck with that seems like a great price. Just purchased a [--] unit for $500k on seller financing so Im in the same boat"  
[X Link](https://x.com/Vanktran10/status/2000551152195407939)  2025-12-15T12:58Z [---] followers, [--] engagements


"@Aureliusltd28 $OZK is well managed and has guardrails to keep their portfolio from blowing up (50% LTV structured capital calls) and definitely more covered for NCOs than MBIN"  
[X Link](https://x.com/Vanktran10/status/2001273577803526650)  2025-12-17T12:49Z [---] followers, [---] engagements


"@TrendStoic Good company to invest in with good earnings. Been speculation about a ln activist investor hence the price rebound but unsure of that"  
[X Link](https://x.com/Vanktran10/status/2001615489269928306)  2025-12-18T11:28Z [---] followers, [--] engagements


"I think it depends on your risk tolerance. I like them both but for different reasons. $CMCSA is a bit more stable higher profit margins pays a dividend but is not as cheap. Its VSNT spinoff is interesting and not totally sure how that will change the rerating but either way probabilities are still good. $CHTR value is much lower and has more likelihood to go up. However it doesnt pay a dividend and debt is higher too. So it depends on what you value. The sector in general is out of favor and value for both is good. I feel comfortable owning both"  
[X Link](https://x.com/Vanktran10/status/2002373722687095154)  2025-12-20T13:41Z [---] followers, [--] engagements


"@ACIPartnerhship Not sure about $AMT but $CHTR and the whole sector has been underperforming. Cheap valuation though and capex is supposed to come down in the next year. Rerating could be in store"  
[X Link](https://x.com/Vanktran10/status/2003461409896825008)  2025-12-23T13:43Z [---] followers, [---] engagements


"One of the more interesting risk/reward setups in my book is $WU. The general view is that its a melting ice cube and revenues will just keep sliding. At todays price youve got a high dividend low-single-digit earnings multiple and steady buybacks. The question is: what if the decline is slower than feared revenue just flattens out for a while or there is small growth Could potentially be catalysts for a large move. Their stablecoin/digital initiatives are also interesting. Seems like investors are waiting to see how that can play out. https://twitter.com/i/web/status/2004540656589619429"  
[X Link](https://x.com/Vanktran10/status/2004540656589619429)  2025-12-26T13:11Z [---] followers, [---] engagements


"@TidefallCapital Seems like this happens a lot in bigger companies. Not taking enough risk and being stagnant"  
[X Link](https://x.com/Vanktran10/status/2004582719901348038)  2025-12-26T15:58Z [---] followers, [---] engagements


"@fifteenCAGR I havent but Ill take a look"  
[X Link](https://x.com/Vanktran10/status/2004606020891689338)  2025-12-26T17:31Z [---] followers, [---] engagements


"@Divergent7651 Ive done this before and it works great Nice to test your logic out especially if there is something idiosyncratic"  
[X Link](https://x.com/Vanktran10/status/2005068373106065887)  2025-12-28T00:08Z [---] followers, [--] engagements


"@Unknown_Capital Agreed. Even if rev just stays steady or declines slightly the company still looks good. If there is even a little growth then a healthy rerating should follow. Nice probabilistic bet for me"  
[X Link](https://x.com/Vanktran10/status/2005636898556195182)  2025-12-29T13:47Z [---] followers, [--] engagements


"@TheOneandOmsy I think this is pretty realistic. Going to take some time to ramp up stablecoins (or at all). But i do think there are positives for the company so we will see what happens"  
[X Link](https://x.com/Vanktran10/status/2007235475694927912)  2026-01-02T23:40Z [---] followers, [--] engagements


"@BrandonVanZee $OZK raises their dividend every quarter but hopefully earnings come in solid"  
[X Link](https://x.com/Vanktran10/status/2007236310315217129)  2026-01-02T23:43Z [---] followers, [--] engagements


"@Larryjamieson_ I think its in decline but not as bad as current sentiment. If revenue declines slightly more or stabilizes the stock will still do well. If it increases the stock will do really well"  
[X Link](https://x.com/Vanktran10/status/2007803705161290152)  2026-01-04T13:18Z [---] followers, [---] engagements


"@donttagme6969 @Larryjamieson_ I get what youre saying and that makes sense. However there are capacity limits to starlink and constraints that I dont believe have a real scalability in dense/populated areas compared to $CHTR"  
[X Link](https://x.com/Vanktran10/status/2007818125648261466)  2026-01-04T14:15Z [---] followers, [---] engagements


"@fifteenCAGR I sold it $42. Were you in $CMCSA"  
[X Link](https://x.com/Vanktran10/status/2008195154503770585)  2026-01-05T15:13Z [---] followers, [--] engagements


"Sized up both $CMCSA and $CHTR. Both names are one of the best risk rewards play that I can see in the market right now"  
[X Link](https://x.com/Vanktran10/status/2008581114877931972)  2026-01-06T16:47Z [---] followers, [----] engagements


"Agreed. I would want them to be more aggressive with their buybacks too but they mentioned that they cant over their debt ratios or they would be required to post more money for settlements. The dividend is crazy though and Id much rather them just stop it and buy an equal amount of their stock. Would save on multiple fronts and be accretive to shareholders https://twitter.com/i/web/status/2008939434331287772 https://twitter.com/i/web/status/2008939434331287772"  
[X Link](https://x.com/Vanktran10/status/2008939434331287772)  2026-01-07T16:31Z [---] followers, [--] engagements


"@Unknown_Capital All good signs. I think this is good news"  
[X Link](https://x.com/Vanktran10/status/2008940799803969786)  2026-01-07T16:36Z [---] followers, [--] engagements


"$ECPG reported EPS of $3.17 up 152% y/y with record collections and a 23% increase in portfolio purchases. Still trades below [---] forward earnings. Hopefully valuation and price start to converge. Seems like were at the start of a stronger credit cycle"  
[X Link](https://x.com/Vanktran10/status/1986203666957934795)  2025-11-05T22:47Z [---] followers, [---] engagements


"@YieldCurveBalI Good summary of the stock. $LNC continues to impress and hopefully that reflects more in the stock price"  
[X Link](https://x.com/Vanktran10/status/1987503255887495363)  2025-11-09T12:51Z [---] followers, [--] engagements


"A little late but $LNC and $WU both reported earnings and both did pretty well. Thesis still intact for both happy to keep them in the portfolio. Similar fundamentals: solid cash generation strong margins and valuations where value and price hopefully converge"  
[X Link](https://x.com/Vanktran10/status/1988215161984016694)  2025-11-11T12:00Z [---] followers, [---] engagements


"@Divergent7651 I still think $ECPG has some great numbers. The story of growth there is pretty impressive and because of the credit cycle that they are in"  
[X Link](https://x.com/Vanktran10/status/2008387537644011706)  2026-01-06T03:57Z [---] followers, [---] engagements


"@robbiehendricks Thanks for the breakdown Just curious if there was any consideration to refi after increasing cash flow The numbers are super solid so I was wondering if there was any desire to keep the asset take the initial capital (or more) and then redistribute or find the next asset"  
[X Link](https://x.com/Vanktran10/status/2016236164022468893)  2026-01-27T19:45Z [---] followers, [---] engagements


"@robbiehendricks Enlightening looking at big REITs debt stack and seeing their borrowing rate versus their lending rate. Educational to see how they can be much more aggressive with thinner margins especially with the large amounts of capital deployed"  
[X Link](https://x.com/Vanktran10/status/2016560495831240973)  2026-01-28T17:14Z [---] followers, [---] engagements


"@Unknown_Capital Solid earnings seems like a good start to turning the narrative/stock around"  
[X Link](https://x.com/Vanktran10/status/2017224657548808530)  2026-01-30T13:13Z [---] followers, [--] engagements


"@robbiehendricks It seems like it but Im assuming your yield is higher because of the extra operational tasks. I personally gravitate more towards these since I personally feel that the price I pay and my risk are positively correlateed. To me less risk in these types of rehabs"  
[X Link](https://x.com/Vanktran10/status/2017290360712794384)  2026-01-30T17:34Z [---] followers, [--] engagements


"@jhains2 Are you just playing the dividend I see what you mean. But $PRU is at 15x earnings versus $LNC is much less"  
[X Link](https://x.com/Vanktran10/status/2003495185511227829)  2025-12-23T15:57Z [---] followers, [--] engagements


"@fifteenCAGR Im already pretty concentrated in $CHTR so I feel comfortable with both. I like $WU too"  
[X Link](https://x.com/Vanktran10/status/2004589741942206619)  2025-12-26T16:26Z [---] followers, [---] engagements


"$OZK had solid earnings. Happy with the way the company is performing. Looking forward to the 10-Q and earnings transcripts"  
[X Link](https://x.com/Vanktran10/status/2013991016718905441)  2026-01-21T15:04Z [---] followers, [---] engagements


"We actually got a great buyer that paid $20k all cash for this unit. Win-win for everyone. Buyer gets a home thats fixed up and nice and pays just the space rent. Cant find that really anywhere. We make a very good return on our investment. Still get space rent as well so the cash flow continues for this space. Another home we just finished fixing up in our Northern CA community. Into the rehab for $5k. Well list it around $20k with $5k down and finance the rest over [--] years. All-in payment (home + space rent) will be $760/month. Really good return. Many of these older park"  
[X Link](https://x.com/anyuser/status/2017279580747518411)  2026-01-30T16:51Z [---] followers, [---] engagements


"@ErnieBrownII Im a manufactured dealer for our MHC that we have in CA/NV and work with Clayton. So far our go to homes are single wide 3/2 about [---] sq ft. All in price tag for the potential buyer is about $90-$95k for these homes. Pretty affordable"  
[X Link](https://x.com/Vanktran10/status/2018424695251693995)  2026-02-02T20:42Z [---] followers, [--] engagements


"@robbiehendricks Sheesh seems pretty risky not to disclose but I guess when youre on the verge of bankruptcy it doesnt really matter"  
[X Link](https://x.com/Vanktran10/status/2020215537800999367)  2026-02-07T19:18Z [---] followers, [---] engagements


"@PrefShares @IntrinsicInv Try $LNC $ECPG for smaller cap stocks. $CMCSA is a larger cap but trades at very low value. $CHTR is also related but I get why people are a bit freaked out. Im long all of them. Rev for all are solid earnings are decent"  
[X Link](https://x.com/Vanktran10/status/1995476436421919034)  2025-12-01T12:53Z [---] followers, [---] engagements


"Started a position in $CCSI. Nothing fancy: steady earner solid margins trading at [---] forward earnings. This is my third round-trip here; prior cycles were nicely profitable. Happy to keep buying near low single-digit P/E and trimming on rerates"  
[X Link](https://x.com/Vanktran10/status/1998032152672506002)  2025-12-08T14:09Z [---] followers, [----] engagements


"Current positions (cost basis included): $CCSI $159.3k @ $22.76 $CMCSA $571.7k @ $32.39 $ECPG $305k @ $41.46 $WU $440K @ $10.00 $LNC $445K @ $33.40 $OZK $248.9k @ $43.09 $CHTR $553.2 @ $231.46"  
[X Link](https://x.com/Vanktran10/status/1998731344478605596)  2025-12-10T12:27Z [---] followers, [---] engagements


"@UrInsideMan The company is good and I dont think $RELY is comparable. $WU is a lot more solid and makes good profits while $RELY is in the growth phase"  
[X Link](https://x.com/Vanktran10/status/1999105308048961894)  2025-12-11T13:13Z [---] followers, [--] engagements


"I still think $LNC has room to run: Core business stabilizing after a rough couple of years. Forward P/E still under [--] Balance sheet and earnings trends moving the right way If they eventually get to buybacks on top of this there are potentially multiple catalysts for further upside. https://twitter.com/i/web/status/2001620446345875665 https://twitter.com/i/web/status/2001620446345875665"  
[X Link](https://x.com/Vanktran10/status/2001620446345875665)  2025-12-18T11:47Z [---] followers, [---] engagements


"Adding more to the $CCSI position today. Started a position in $CCSI. Nothing fancy: steady earner solid margins trading at [---] forward earnings. This is my third round-trip here; prior cycles were nicely profitable. Happy to keep buying near low single-digit P/E and trimming on rerates. https://t.co/RJR9N24tCU Started a position in $CCSI. Nothing fancy: steady earner solid margins trading at [---] forward earnings. This is my third round-trip here; prior cycles were nicely profitable. Happy to keep buying near low single-digit P/E and trimming on rerates. https://t.co/RJR9N24tCU"  
[X Link](https://x.com/Vanktran10/status/2005696404107452664)  2025-12-29T17:44Z [---] followers, [---] engagements


"$CABO is an interesting setup. Same sector as $CMCSA and $CHTR but the stock keeps sliding. Dividend cut buybacks paused leverage high and revenue drifting down. In return you get a very low forward P/E in a depressed sector. Revenue is declining but not falling off a cliff. Im digging through the latest 10-Q now. If the risks look manageable it could be compelling. If theyre too messy or complicated Im happy to pass and move on to something more predictable and easy to understand. https://twitter.com/i/web/status/2011787194818576674 https://twitter.com/i/web/status/2011787194818576674"  
[X Link](https://x.com/Vanktran10/status/2011787194818576674)  2026-01-15T13:06Z [---] followers, [---] engagements


"Looking at the 10-K and 10-Q makes me not really interested in $CABO anymore. Although top line is down just 5% its starting to impact profit more proportionally. Although management is trying to project confidence the non existent buybacks dividend cut and lack of real direction makes me hesitant. Pricing power seems like it has hit its max and Im concerned revenue/profitability is more vulnerable. Could still bounce here just not sure its an asymmetric bet Im comfortable with. $CABO is an interesting setup. Same sector as $CMCSA and $CHTR but the stock keeps sliding. Dividend cut buybacks"  
[X Link](https://x.com/Vanktran10/status/2012157578705314155)  2026-01-16T13:38Z [---] followers, [---] engagements


"Im long but I think there are lots to like about the company. Trading at a really low forward PE targeting $60 FCF/share (not sure if they will hit that) buying back lots of stock and generally solid revenues. One big expense that they are saying is coming down is capex in [----] which would help boost FCF further to get to the $60 number"  
[X Link](https://x.com/Vanktran10/status/2013383500267954335)  2026-01-19T22:50Z [---] followers, [---] engagements


"Current positions (cost basis included): $CCSI $159.3k @ $22.76 $CMCSA $525.2k @ $30.45 $ECPG $280.7k @ $41.46 $WU $427.9K @ $10.00 $LNC $438K @ $33.40 $OZK $241.7k @ $43.09 $CHTR $585.2 @ $230.59"  
[X Link](https://x.com/anyuser/status/2016153158314250534)  2026-01-27T14:15Z [---] followers, [---] engagements


"$CMCSA and $CHTR both reported earnings that continue the investment thesis. Subs cancellation seem to be slowing cash flow still doing well and both at a forward PE that is very lowespecially $CHTR Overall pretty satisfied"  
[X Link](https://x.com/anyuser/status/2018692336545419495)  2026-02-03T14:25Z [---] followers, [---] engagements


"Buying more $WU. Thesis still the same. Market is tricky right now and dont see any value. Upped my other positions as well"  
[X Link](https://x.com/anyuser/status/2019054286869823555)  2026-02-04T14:23Z [---] followers, [---] engagements


"Sizing up $LNC Still feel like it has room to run"  
[X Link](https://x.com/anyuser/status/2019454957343371518)  2026-02-05T16:55Z [---] followers, [---] engagements


"Signed over contingencies yesterday for this so we should be closing at the end of the month. Ended up negotiating the first [--] years at 3.5% interest only then step up to 5% for remaining [--] years and [--] months deferred interest. Income statement is a bit of a mess but the last [--] months are showing net profits are quite strong. This is with the payroll being 60% expenses which is not desirable. So we are modeling a 40% overestimation of income from the seller but even then the deal looks really promising. Probably about 40% potential cash on cash annual return. A bit misleading because we will"  
[X Link](https://x.com/anyuser/status/2019760940452139519)  2026-02-06T13:11Z [---] followers, [---] engagements


"Yeah Im not interested here. The debt load is pretty large margins do seem like they are compressing and the dividend cut is not a great sign. I also think $CABO in general is more susceptible to being beat out by other companies. More rural areas. Not as concentrated in dense areas like $CMCSA and $CHTR. https://twitter.com/i/web/status/2020215231033799054 https://twitter.com/i/web/status/2020215231033799054"  
[X Link](https://x.com/Vanktran10/status/2020215231033799054)  2026-02-07T19:16Z [---] followers, [--] engagements


"Current positions (cost basis included): $CCSI $187.3k @ $22.70 $CMCSA $556.8k @ $30.51 $ECPG $324.9k @ $43.28 $WU $495.2k @ $10.00 $LNC $543.1 @ $34.54 $CHTR $585.2 @ $230.59 $PYPL [---] sold put contracts at $40. $9.02 average premium"  
[X Link](https://x.com/anyuser/status/2020843507645366480)  2026-02-09T12:53Z [---] followers, [---] engagements


"@carpool_ceo Seems like a good way to hedge your bet a bit"  
[X Link](https://x.com/Vanktran10/status/2020887826125217877)  2026-02-09T15:49Z [---] followers, [--] engagements


"$CCSI delivered strong results for Q4. GAAP $1.06 and adjust $1.41. Investment thesis remains the same and happy to continue holding here. Forward PE is still around 4x"  
[X Link](https://x.com/anyuser/status/2021255856474685651)  2026-02-10T16:12Z [---] followers, [---] engagements


"@carpool_ceo @blondesnmoney Highly interested here. Going to dig a little further"  
[X Link](https://x.com/Vanktran10/status/2021723958551441862)  2026-02-11T23:12Z [---] followers, [--] engagements


"Closed out my $OZK position with a modest gain 22%. I think there may be a bit more meat on the bones but wanted to move on to something with a bit more upside potential. If the stock drops again to the low 40s Ill buy back in"  
[X Link](https://x.com/anyuser/status/2019398300735275223)  2026-02-05T13:10Z [---] followers, [---] engagements


"Continued to sell $PYPL puts buy $LNC and just a little $CCSI $PYPL is becoming a bigger holding for me if shares get put to me. Overall still solid company. Break even price would imply about 6x forward earnings. $LNC has been dropping for the past month. Interested to see where earnings are at. Still a great value at these prices and forward earnings is around 5x. Happy to keep adding if it drops but I might cool off a bit on more purchases as its getting to be a more concentrated position. https://twitter.com/i/web/status/2021591672845644284"  
[X Link](https://x.com/anyuser/status/2021591672845644284)  2026-02-11T14:26Z [---] followers, [---] engagements


"Took a position in $HRB Forward PE of 6x for a company that I think is well ran. Fears of AI takeover are a bit overblown. I think there is still real value in brick and mortar stores and reputation and trust are hard to build. Could be wrong though. Im willing to make a bet to see how it plays out. https://twitter.com/i/web/status/2021958370593309099 https://twitter.com/i/web/status/2021958370593309099"  
[X Link](https://x.com/anyuser/status/2021958370593309099)  2026-02-12T14:43Z [---] followers, [---] engagements


"@mxschumacher Yeah definitely nice buybacks. They seem pretty aggressive with it and it feels like they are confident with their cash flow to be able to take on more debt to purchase shares"  
[X Link](https://x.com/Vanktran10/status/2022024058158911845)  2026-02-12T19:04Z [---] followers, [--] engagements


"I would definitely be on board for this but I think if they cut the dividend the people who chase dividends will sell and it could also signal weakness causing a sell off. They seem to have taken money from their revolving credit line to purchase some shares too but havent 100% verified this. Either way as a shareholder I hope they are taking note and purchasing aggressively at these prices. https://twitter.com/i/web/status/2022063208450994350 https://twitter.com/i/web/status/2022063208450994350"  
[X Link](https://x.com/Vanktran10/status/2022063208450994350)  2026-02-12T21:40Z [---] followers, [--] engagements


"Sold out of $CCSI Hate to do it as I think its still undervalued but need to make room for $HRB and $PYPL in the portfolio. Second round trip so far up about 40%. If it drops again Ill start buying at the low 20s"  
[X Link](https://x.com/anyuser/status/2022340741020950711)  2026-02-13T16:03Z [---] followers, [---] engagements


"Current positions (cost basis included): $CCSI $187.3k @ $22.70 $CMCSA $556.8k @ $30.51 $ECPG $324.9k @ $43.28 $WU $495.2k @ $10.00 $LNC $543.1 @ $34.54 $CHTR $585.2 @ $230.59 $PYPL [---] sold put contracts at $40. $9.02 average premium"  
[X Link](https://x.com/anyuser/status/2020843507645366480)  2026-02-09T12:53Z [---] followers, [---] engagements


"Sold out of $CCSI Hate to do it as I think its still undervalued but need to make room for $HRB and $PYPL in the portfolio. Second round trip so far up about 40%. If it drops again Ill start buying at the low 20s"  
[X Link](https://x.com/anyuser/status/2022340741020950711)  2026-02-13T16:03Z [---] followers, [---] engagements


"Ended up sizing up a bit more. If it drops Ill continue to add. Took a position in $HRB Forward PE of 6x for a company that I think is well ran. Fears of AI takeover are a bit overblown. I think there is still real value in brick and mortar stores and reputation and trust are hard to build. Could be wrong though. Im willing to make a https://t.co/kK8eqHNjh1 Took a position in $HRB Forward PE of 6x for a company that I think is well ran. Fears of AI takeover are a bit overblown. I think there is still real value in brick and mortar stores and reputation and trust are hard to build. Could be"  
[X Link](https://x.com/anyuser/status/2022013163483672702)  2026-02-12T18:21Z [---] followers, [---] engagements


"Took a position in $HRB Forward PE of 6x for a company that I think is well ran. Fears of AI takeover are a bit overblown. I think there is still real value in brick and mortar stores and reputation and trust are hard to build. Could be wrong though. Im willing to make a bet to see how it plays out. https://twitter.com/i/web/status/2021958370593309099 https://twitter.com/i/web/status/2021958370593309099"  
[X Link](https://x.com/anyuser/status/2021958370593309099)  2026-02-12T14:43Z [---] followers, [---] engagements


"Continued to sell $PYPL puts buy $LNC and just a little $CCSI $PYPL is becoming a bigger holding for me if shares get put to me. Overall still solid company. Break even price would imply about 6x forward earnings. $LNC has been dropping for the past month. Interested to see where earnings are at. Still a great value at these prices and forward earnings is around 5x. Happy to keep adding if it drops but I might cool off a bit on more purchases as its getting to be a more concentrated position. https://twitter.com/i/web/status/2021591672845644284"  
[X Link](https://x.com/anyuser/status/2021591672845644284)  2026-02-11T14:26Z [---] followers, [---] engagements


"$CCSI delivered strong results for Q4. GAAP $1.06 and adjust $1.41. Investment thesis remains the same and happy to continue holding here. Forward PE is still around 4x"  
[X Link](https://x.com/anyuser/status/2021255856474685651)  2026-02-10T16:12Z [---] followers, [---] engagements


"Not to be Naive but theres a part of me thats always astounded by the fees associated with investments. True for hedge funds too. Even when I was running a bigger shop we never charged more than .5% in total fees. Theres always a question of how to keep the lights on. Lawyers will push you to charge higher fees as well. Probably best to start with your own balance sheet and run a really tight ship and have expenses very controlled. Thats how you create better returns. Ive always had the theory that if you do well on the investment side and create great returns for your investors youll make"  
[X Link](https://x.com/anyuser/status/2020145704916906315)  2026-02-07T14:40Z [---] followers, [---] engagements


"People like Brandon post rage-bait on the assumption that people will be mad but they'll be paying attention to me. Perhaps I can convert those eyeballs to LPs. Well let's pay attention to Brandon's business. Brandon rose to internet fame through BiggerPockets before leaving to start his own company called Open Door Capital. Open Door is a typical real estate syndicator selling the dream of passive income to retail LPs. If you're going to invest in a real estate syndication you probably should know what the fees are. And while I thought you would never ask I happen to have some insight into"  
[X Link](https://x.com/anyuser/status/2019896733845569703)  2026-02-06T22:11Z 47.7K followers, 23K engagements


"Signed over contingencies yesterday for this so we should be closing at the end of the month. Ended up negotiating the first [--] years at 3.5% interest only then step up to 5% for remaining [--] years and [--] months deferred interest. Income statement is a bit of a mess but the last [--] months are showing net profits are quite strong. This is with the payroll being 60% expenses which is not desirable. So we are modeling a 40% overestimation of income from the seller but even then the deal looks really promising. Probably about 40% potential cash on cash annual return. A bit misleading because we will"  
[X Link](https://x.com/anyuser/status/2019760940452139519)  2026-02-06T13:11Z [---] followers, [---] engagements


"In escrow on a new 49-space MHC in CA. Purchase price is $950k ($20k per pad) with seller financing: $85k down [--] years at 5% interest-only. I also have a 3-year extension option at 5.5% I/O with a $15k fee that goes toward principal. Park is 65% occupied so [--] pads are vacant. Same playbook: clean up operations fix whats broken then infill over time. I wasnt really looking for another deal but terms like this are hard to pass up if DD checks out"  
[X Link](https://x.com/anyuser/status/2002351994711970195)  2025-12-20T12:14Z [---] followers, [---] engagements


"Sizing up $LNC Still feel like it has room to run"  
[X Link](https://x.com/anyuser/status/2019454957343371518)  2026-02-05T16:55Z [---] followers, [---] engagements


"Closed out my $OZK position with a modest gain 22%. I think there may be a bit more meat on the bones but wanted to move on to something with a bit more upside potential. If the stock drops again to the low 40s Ill buy back in"  
[X Link](https://x.com/anyuser/status/2019398300735275223)  2026-02-05T13:10Z [---] followers, [---] engagements


"Ended up selling some $PYPL puts here. I think the premium is worth it. Break even $32 which I can live with. Would imply about 6x forward earnings based on guidance. Happy to own the stock if it gets assigned to me. Maybe selling $PYPL put leaps might be an interesting strategy here too Maybe selling $PYPL put leaps might be an interesting strategy here too"  
[X Link](https://x.com/anyuser/status/2019089868589265152)  2026-02-04T16:45Z [---] followers, [---] engagements


"Maybe selling $PYPL put leaps might be an interesting strategy here too $PYPL looks very interesting. Headline and news is ugly but guidance is still at $5.41/share 7.8x forward earnings. Going to look a little deeper but may start taking a position here. $PYPL looks very interesting. Headline and news is ugly but guidance is still at $5.41/share 7.8x forward earnings. Going to look a little deeper but may start taking a position here"  
[X Link](https://x.com/anyuser/status/2018717862299418705)  2026-02-03T16:06Z [---] followers, [---] engagements


"Buying more $WU. Thesis still the same. Market is tricky right now and dont see any value. Upped my other positions as well"  
[X Link](https://x.com/anyuser/status/2019054286869823555)  2026-02-04T14:23Z [---] followers, [---] engagements


"$PYPL looks very interesting. Headline and news is ugly but guidance is still at $5.41/share 7.8x forward earnings. Going to look a little deeper but may start taking a position here"  
[X Link](https://x.com/anyuser/status/2018716187471835407)  2026-02-03T16:00Z [---] followers, [---] engagements


"$CMCSA and $CHTR both reported earnings that continue the investment thesis. Subs cancellation seem to be slowing cash flow still doing well and both at a forward PE that is very lowespecially $CHTR Overall pretty satisfied"  
[X Link](https://x.com/anyuser/status/2018692336545419495)  2026-02-03T14:25Z [---] followers, [---] engagements


"We actually got a great buyer that paid $20k all cash for this unit. Win-win for everyone. Buyer gets a home thats fixed up and nice and pays just the space rent. Cant find that really anywhere. We make a very good return on our investment. Still get space rent as well so the cash flow continues for this space. Another home we just finished fixing up in our Northern CA community. Into the rehab for $5k. Well list it around $20k with $5k down and finance the rest over [--] years. All-in payment (home + space rent) will be $760/month. Really good return. Many of these older park"  
[X Link](https://x.com/anyuser/status/2017279580747518411)  2026-01-30T16:51Z [---] followers, [---] engagements


"Another home we just finished fixing up in our Northern CA community. Into the rehab for $5k. Well list it around $20k with $5k down and finance the rest over [--] years. All-in payment (home + space rent) will be $760/month. Really good return. Many of these older park operators want to just sell the homes in poor condition but we like to fix it up and make them nice and presentable. We get higher returns nicer looking units in the park and better buyers/homeowners. More work for sure but bigger reward"  
[X Link](https://x.com/anyuser/status/2000914169298841630)  2025-12-16T13:01Z [---] followers, [---] engagements


"Current positions (cost basis included): $CCSI $159.3k @ $22.76 $CMCSA $525.2k @ $30.45 $ECPG $280.7k @ $41.46 $WU $427.9K @ $10.00 $LNC $438K @ $33.40 $OZK $241.7k @ $43.09 $CHTR $585.2 @ $230.59"  
[X Link](https://x.com/anyuser/status/2016153158314250534)  2026-01-27T14:15Z [---] followers, [---] engagements

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