# ![@bmb21 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::21585978.png) @bmb21 Ben Brostoff

Ben Brostoff posts on X about $mgm, debt, $eic, market cap the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::21585978/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21585978/c:line/m:interactions.svg)

- [--] Week [-----] +277%
- [--] Month [-----] -65%
- [--] Months [------] -30%
- [--] Year [-------] +5,311%

### Mentions: [--] [#](/creator/twitter::21585978/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21585978/c:line/m:posts_active.svg)

- [--] Week [--] -5.90%
- [--] Month [--] -3%
- [--] Months [--] +68%
- [--] Year [---] +1,433%

### Followers: [---] [#](/creator/twitter::21585978/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21585978/c:line/m:followers.svg)

- [--] Week [---] +0.50%
- [--] Month [---] +1.10%
- [--] Months [---] +22%
- [--] Year [---] +68%

### CreatorRank: [---------] [#](/creator/twitter::21585978/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::21585978/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  56% [finance](/list/finance)  40% [technology brands](/list/technology-brands)  11% [cryptocurrencies](/list/cryptocurrencies)  4% [currencies](/list/currencies)  1%

**Social topic influence**
[$mgm](/topic/$mgm) #14, [debt](/topic/debt) 10%, [$eic](/topic/$eic) #2, [market cap](/topic/market-cap) #511, [$blze](/topic/$blze) #11, [$ewcz](/topic/$ewcz) #4, [$mlci](/topic/$mlci) 7%, [ceo](/topic/ceo) 6%, [$amzn](/topic/$amzn) 5%, [$crox](/topic/$crox) 4%

**Top accounts mentioned or mentioned by**
[@swimswamnews](/creator/undefined) [@buccocapital](/creator/undefined) [@ibladesi](/creator/undefined) [@betmgm](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@hiddengemsinves](/creator/undefined) [@claudeai](/creator/undefined) [@cathiesark](/creator/undefined) [@stockjabber](/creator/undefined) [@arkinvest](/creator/undefined) [@cizzlebrands](/creator/undefined) [@stockhouse](/creator/undefined) [@thesharpiesharp](/creator/undefined) [@thomastayac](/creator/undefined) [@amadeopanoptes](/creator/undefined) [@chatgptapp](/creator/undefined) [@microcapclub](/creator/undefined) [@lions](/creator/undefined) [@stackinvesting](/creator/undefined) [@jbierne](/creator/undefined)

**Top assets mentioned**
[MGM Resorts International (MGM)](/topic/$mgm) [Eagle Point Income Company Inc. (EIC)](/topic/$eic) [Backblaze, Inc.  (BLZE)](/topic/$blze) [European Wax Center, Inc. (EWCZ)](/topic/$ewcz) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Crocs, Inc. (CROX)](/topic/$crox) [Bath & Body Works Inc (BBWI)](/topic/$bbwi) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Coursera, Inc. (COUR)](/topic/$cour) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Riot Platforms, Inc. (RIOT)](/topic/$riot) [WillScot Mobile Mini Holdings, Corp. (WSC)](/topic/$wsc) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Dell Technologies, Inc. (DELL)](/topic/dell) [Microsoft Corp. (MSFT)](/topic/$msft) [My Lovely Planet (MLC)](/topic/$mlc) [Runway Growth Finance Corp. (RWAY)](/topic/$rway) [ContextLogic Inc. (LOGC)](/topic/$logc) [Bausch�Health�Companies�Inc. (BHC)](/topic/$bhc) [Bausch & Lomb Corp (BLCO)](/topic/$blco) [Cloudflare, Inc. (NET)](/topic/$net) [F5 Inc (FFIV)](/topic/$ffiv) [Akamai Technologies, Inc. (AKAM)](/topic/$akam) [Udemy, Inc.  (UDMY)](/topic/$udmy) [Now Coin (NOW)](/topic/$now)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Happened to see @HiddenGemsInves 's post on ContextLogic $LOGC and realized Ted Goldthorpe (CEO - $MLC $PTMN $LRFC) is the chairman. Also chairman of $RWAY. Can't think of many triple CEO (soon to be two once BDCs merge) / double chairman-of-boards for public cos"  
[X Link](https://x.com/bmb21/status/1940458168989241692)  2025-07-02T17:10Z [---] followers, [----] engagements


"$EIC now a 10% discount to NAV - widest in close to a year. Owns BB tranches of CLOs (per company 0.04% default rate) and yields about 12% announced a $50m buyback authorization in June ($270m market cap)"  
[X Link](https://x.com/bmb21/status/1948524205139755319)  2025-07-24T23:22Z [---] followers, [---] engagements


"Some portfolio updates - $CROX $EIC $MGM $BLZE MA munis"  
[X Link](https://x.com/bmb21/status/1985023088317145289)  2025-11-02T16:35Z [---] followers, [---] engagements


"$EWCZ - I thought the two key parts of Q3 were: - 1) lowering amount of expected closures from 45-60 to 35-40 in part on initiatives working - 2) re-affirming net opener of centers in [--] At 7x EPS and FCF I think there is a case for earnings growth & multiple expansion"  
[X Link](https://x.com/bmb21/status/1988681839461224824)  2025-11-12T18:54Z [---] followers, [---] engagements


"Lessons learned from $BBWI $CROX and $EWCZ: a teens multiple can go mid single-digits quickly if growth & margins don't live up to expectations. If earnings stay flat this is a 50%+ drawdown on the stock"  
[X Link](https://x.com/bmb21/status/1992722381941403917)  2025-11-23T22:30Z [---] followers, [---] engagements


"Some tax-loss harvesting sell-off opps: $BLZE - still growing B2 25% at low-end and suggesting 30% is possible. 1.7x ARR 10x EV/EBITDA $EWCZ $BBWI - 20%+ FCF yields with new CEOs $WSC - just refinanced nearest maturity 3y out Baird upgraded on hitting bottom of cycle"  
[X Link](https://x.com/bmb21/status/1993049586399625587)  2025-11-24T20:10Z [---] followers, [---] engagements


"Some thoughts on Paulson increasing position in $BHC: - I think he thinks a sale of $BLCO is imminent - I think he may not have seen eye-to-eye with the Icahns and is betting on himself to realize value - The delevering story is alive with [----] maturity wall maybe going away"  
[X Link](https://x.com/bmb21/status/1995157054949056778)  2025-11-30T15:44Z [---] followers, [---] engagements


"Tender was 3.5x oversubscribed and 40% of shares participated so I think some of the selling pressure is those remaining shares selling (IMO likely former TURN shareholders). At $6 it's $60 of book ($10.26 of book as of 9/30/25). Management said they would do $10m more of tenders/buybacks in two years after merger close so I think at a certain price they have to move. But we really have to see a good set of quarters / some indication FRE will grow based on acquisitions or AUM expanding. https://twitter.com/i/web/status/2021219900765696412 https://twitter.com/i/web/status/2021219900765696412"  
[X Link](https://x.com/bmb21/status/2021219900765696412)  2026-02-10T13:49Z [---] followers, [--] engagements


"Kind of a thesis-breaking Q for $BLZE - if it is a growth story I don't think we should be seeing a restructuring plan or significant misses on B2 guide that was made before AI capex boom accelerated. https://twitter.com/i/web/status/1986455697014362237 https://twitter.com/i/web/status/1986455697014362237"  
[X Link](https://x.com/bmb21/status/1986455697014362237)  2025-11-06T15:28Z [---] followers, [---] engagements


"On $EWCZ - 20% FCF yield with 35% of market cap in cash and no refinancing risk in next decade. Great brand with SaaS-like recurring biz capex lite ($1m/y) and new CEO where 75% of incentive comp is double todays price. Paid post but will gift sub to those interested"  
[X Link](https://x.com/anyuser/status/1978849247286956249)  2025-10-16T15:43Z [---] followers, [---] engagements


"$EIC at an 18% discount to 10/31 NAV just bumped authorization last week and called pref ( $EICB ). Hard to say NAV is *that* overstated when the underlying is BB CLO debt. IMO discount is from cutting dividend bc of expected Fed rate cuts dividend investors selling"  
[X Link](https://x.com/anyuser/status/1990519081745912254)  2025-11-17T20:35Z [---] followers, [---] engagements


"Thoughts on $VALU and $COUR"  
[X Link](https://x.com/anyuser/status/2010098746319876499)  2026-01-10T21:17Z [---] followers, [----] engagements


"$EIC announced 12/31/25 NAV today still a 17% discount. They have made good on share buyback promises too down about 10% since they announced $50m authorization in June. Devil's advocate - dividend under pressure if rates keep going down and spreads stay tight. $EIC at an 18% discount to 10/31 NAV just bumped authorization last week and called pref ( $EICB ). Hard to say NAV is *that* overstated when the underlying is BB CLO debt. IMO discount is from cutting dividend bc of expected Fed rate cuts dividend investors selling. https://t.co/2tGI8eBbzi $EIC at an 18% discount to 10/31 NAV just"  
[X Link](https://x.com/anyuser/status/2010888591887778187)  2026-01-13T01:36Z [---] followers, [---] engagements


"Security-for-AI-agents is a growing category that Moltbot (sorry OpenClaw) is driving attention to. $NET is building products around OpenClaw and I think protecting agents becomes a focus for $AKAM $FFIV $PNAW and others. Besides $NET don't know that valuations capture this"  
[X Link](https://x.com/anyuser/status/2017987525520801946)  2026-02-01T15:44Z [---] followers, [---] engagements


"Guessing $MGM releasing earnings after bell today bc they inadvertently released financials yesterday. $1.11 of diluted EPS for Q4 and share count down 5%+ from last Q. Seems like a significant beat when analyst estimates were around $0.60"  
[X Link](https://x.com/anyuser/status/2019420053310185526)  2026-02-05T14:37Z [---] followers, [---] engagements


"Am liking the @claudeai In Excel plug-in. For $MGM it did a good job sourcing from SEC filings and figuring out the right way to model BetMGM distributions by understanding equity method accounting. I'm sure some of this model is wrong but it's a good start"  
[X Link](https://x.com/bmb21/status/2020189698212184358)  2026-02-07T17:35Z [---] followers, [---] engagements


"$COUR trading at around 3x taking out cash and post $UDMY looks cheap. Guiding to growth in [----] and just announced a record amount of new subs. History of dilution and perceived AI threat I think is reason for valuation. Buyback coming post-merger. cc: @buccocapital"  
[X Link](https://x.com/anyuser/status/2020525938627277133)  2026-02-08T15:51Z [---] followers, [----] engagements


"@buccocapital Full write-up https://stocktalknewsletter.substack.com/p/cour-quarter-mlci-tender-and-claude https://stocktalknewsletter.substack.com/p/cour-quarter-mlci-tender-and-claude"  
[X Link](https://x.com/bmb21/status/2020552752607219865)  2026-02-08T17:38Z [---] followers, [---] engagements


"On Claude for Excel in a few hours of use I saw: - Not accounting for 5:1 share split for $NOW - Making up SG&A for $COUR bc no 10-K filed yet Fixing as simple as prompting. Yes it can't do a full DCF on its own. But takes away pain of going SEC filings - model"  
[X Link](https://x.com/bmb21/status/2020587789998526740)  2026-02-08T19:57Z [---] followers, [---] engagements


"Just like code expecting it to one-shot everything I think is ridiculous. We are going to always see huge mistakes. But no doubt reviewing fixing improving prompts feedback loop to me is faster than old way of inputting all the data yourself for 10+ year history"  
[X Link](https://x.com/bmb21/status/2020588214763843587)  2026-02-08T19:59Z [---] followers, [---] engagements


"Did not expect to see a buyout so quickly by GA. $5.80 all cash maybe cheap relative to what you could DCF it to but still a nice return from October purchase. On $EWCZ - 20% FCF yield with 35% of market cap in cash and no refinancing risk in next decade. Great brand with SaaS-like recurring biz capex lite ($1m/y) and new CEO where 75% of incentive comp is double todays price. Paid post but will gift sub to those interested https://t.co/Fk8uBc4HTq On $EWCZ - 20% FCF yield with 35% of market cap in cash and no refinancing risk in next decade. Great brand with SaaS-like recurring biz capex lite"  
[X Link](https://x.com/bmb21/status/2021240104090509576)  2026-02-10T15:09Z [---] followers, [---] engagements


"$APO with a nice quarter that surprised on strength of fee related and spread related earnings. Somewhat apples to oranges but would be nice to see $MLCI with a similar Q"  
[X Link](https://x.com/bmb21/status/1985723344298393901)  2025-11-04T14:58Z [---] followers, [---] engagements


"$MLCI Q3 results are out - looks like TURN cash ($36m) and securities ($15m) rolled into asset management assets. The $10m of transaction fees (for an $122m microcap merger) took a bite out of cash. Comments from PR suggest we will hear something on tender tomorrow"  
[X Link](https://x.com/bmb21/status/1989109860584292836)  2025-11-13T23:15Z [---] followers, [---] engagements


"Don't own $TSSI anymore but I'm interested after this drawdown given that it seems like Q3 arguably had a lot of one time factors at play (power issues ERP issues new team etc) and they're signaling Q4 will set records on racks / integrations"  
[X Link](https://x.com/bmb21/status/1989341755549053013)  2025-11-14T14:36Z [---] followers, 15.3K engagements


"$MLCI announced tender will happen in next few weeks and management and board will not participate. $25m to happen in next 24m $15m of it in next few weeks. New news that management won't take money off table gives me a little more confidence in incentives"  
[X Link](https://x.com/bmb21/status/1989351245727805897)  2025-11-14T15:14Z [---] followers, [---] engagements


"What has gone wrong at $BBWI"  
[X Link](https://x.com/bmb21/status/1992639885367443816)  2025-11-23T17:02Z [---] followers, [---] engagements


"On $SNCR sale's impact on $MLCI and Anthropic's value to $AMZN"  
[X Link](https://x.com/bmb21/status/1997663668989743593)  2025-12-07T13:45Z [---] followers, [---] engagements


"$MLCI announced tender will happen at latest by first week of January . As expected $15m worth of shares at $9.43 implied book from announcement is $10.25/s (tender at 8% discount common as of yesterday 25% discount to BV). https://ir.mountlogan.com/news-events/press-releases/detail/104/mount-logan-capital-inc-initiates-shareholder-record-search-relating-to-expected-15-million-tender-offer On $SNCR sale's impact on $MLCI and Anthropic's value to $AMZN https://t.co/CquJEOfKur"  
[X Link](https://x.com/bmb21/status/1999105575427215868)  2025-12-11T13:14Z [---] followers, [---] engagements


"For the swimming fans out there - @swimswamnews ran one of my favorite excerpts from Trials this week . "Get Out" swims were a staple of my swimming days and nothing like having the fate of a practice depend on one person. https://swimswam.com/book-excerpt-trials-a-novel-for-swimmers-written-by-swimmer-and-author-ben-brostoff/ https://swimswam.com/book-excerpt-trials-a-novel-for-swimmers-written-by-swimmer-and-author-ben-brostoff/"  
[X Link](https://x.com/bmb21/status/1999168485813809319)  2025-12-11T17:24Z [---] followers, [----] engagements


"RT @swimswamnews: For the culture"  
[X Link](https://x.com/bmb21/status/1999204903101546703)  2025-12-11T19:49Z [---] followers, [--] engagements


"Interested to hear thoughts on $DPZ sitting at around 10y low on forward P/E. Stock is nearly flat over five years during which time: - EPS is up from $13.54 (FY 2021) to expected $17.50 (+29.5% 5.3% CAGR) - Store count is up from [-----] to [-----] (+22% 4% CAGR / 96% franchised) - Share count is down from 36m to 33.8m - Dividend is up $0.94 quarterly to $1.74 (+85% 13% CAGR) Not saying the stock deserved to trade at 34x in [----] - question is where does it deserve to trade now. Berkshire over the last year has increased stake by 25% no idea if this is a Buffett pick but still interested in what"  
[X Link](https://x.com/bmb21/status/2002830506518536399)  2025-12-21T19:56Z [---] followers, [---] engagements


"Excited to release new pod with @cathiesark - we talked about @StockJabber 's short thesis on @ARKInvest $ARKG 's long runway new positions in $DNKG and $TWTR the outlook for $NNDM $BLI and so much more. - iTunes - - Spot - https://open.spotify.com/episode/2x0rnJQ65Jmj0S1Fvrhfa0 https://podcasts.apple.com/us/podcast/phil-andrews-role-cathies-ark-in-ark-investing-community/id1508054190i=1000513505490 https://open.spotify.com/episode/2x0rnJQ65Jmj0S1Fvrhfa0 https://podcasts.apple.com/us/podcast/phil-andrews-role-cathies-ark-in-ark-investing-community/id1508054190i=1000513505490"  
[X Link](https://x.com/bmb21/status/1372679684144693249)  2021-03-18T22:41Z [---] followers, [--] engagements


"Some portfolio thoughts: $WSC $APO / $KKR v. $MLCI $CELH"  
[X Link](https://x.com/bmb21/status/1987909740836667407)  2025-11-10T15:46Z [---] followers, [----] engagements


"Enhanced Games SPAC valuation - 31x [----] *projected* EBITDA 7x sales. As a baseball and swimming fan where performance enhancing drugs have had lukewarm reception interested to see where they go to hit that $107m of [----] Games sales"  
[X Link](https://x.com/bmb21/status/1994452214169862619)  2025-11-28T17:03Z [---] followers, [---] engagements


"I don't think this is guaranteed to make it through $APADU shareholder approval (sometime 1H 2026); we will probably have more data on whether Enhanced strategy is working by then"  
[X Link](https://x.com/bmb21/status/1994452999142273514)  2025-11-28T17:07Z [---] followers, [--] engagements


"One of my favorite chapters from Trials was excerpted in @swimswamnews . The [---] IM I really wanted to write about; there's no other race like it. Give it a read and the book is free on Kindle Unlimited if you like it https://swimswam.com/book-excerpt-trials-a-novel-about-olympic-swimming-dreams-and-redemption/ https://swimswam.com/book-excerpt-trials-a-novel-about-olympic-swimming-dreams-and-redemption/"  
[X Link](https://x.com/bmb21/status/1995987343308709987)  2025-12-02T22:44Z [---] followers, [---] engagements


"RT @cizzlebrands: Founder & CEO of Cizzle Brands John Celenza joined @stockhouse to break down the acquisition of Flow Waters manufacturin"  
[X Link](https://x.com/bmb21/status/2009024898950127904)  2026-01-07T22:10Z [---] followers, [--] engagements


"$WSC's "Network Optimization Initiative" announced in 8-K yesterday IMO signals sale. Also I think Q3 was a chance to reset expectations and the more conservative guidance philosophy will lead to a lot of beat & raises. https://twitter.com/i/web/status/2003464291177886186 https://twitter.com/i/web/status/2003464291177886186"  
[X Link](https://x.com/anyuser/status/2003464291177886186)  2025-12-23T13:54Z [---] followers, [---] engagements


"To play the other side making 15% in two months may be greedy way out and $9.43 is 8% discount to book value. Company is growing FRE and at 15x on $20m of FRE you can get to $300m of EV - at $70m of corporate debt you're at a $20 share price at post-tender share count"  
[X Link](https://x.com/anyuser/status/2005728848714031555)  2025-12-29T19:53Z [---] followers, [---] engagements


"After four days with Clawdbot I'm convinced future phones computers IoT devices and voice assistants are going to look very different. Next upgrade cycle might surprise estimates $AAPL $GOOG $AMZN"  
[X Link](https://x.com/anyuser/status/2016998673977077782)  2026-01-29T22:15Z [---] followers, [---] engagements


"$BZH really pounding the table on buybacks"  
[X Link](https://x.com/bmb21/status/1918680570839597390)  2025-05-03T14:54Z [---] followers, [---] engagements


"Some thoughts on $BBWI $CROX and $EWCZ - all three trading at teens FCF yields and retiring shares quickly. Think debt situation is manageable on each. Yes maybe we see retail recession but long-term in DCF it's 1-2 years of earnings"  
[X Link](https://x.com/bmb21/status/1977718459493470383)  2025-10-13T12:49Z [---] followers, [----] engagements


"A preferred pitch at 10%+ current yield and 13%+ if called within next five years - $CCLDO. Healthcare cloud business with 40K+ providers using it and going EPS positive this year no debt. $CCLD converted Series A earlier this year and could double EPS by taking out this one"  
[X Link](https://x.com/bmb21/status/1984269442336121230)  2025-10-31T14:41Z [---] followers, [----] engagements


"CareCloud now paying double dividends on $CCLDO for [--] months starting next year to make up the [--] payments ($2.55/s) missed in [--] and [--]. Company is saying whole thing will be financed via cash flow. I think this deserves to trade at par. A preferred pitch at 10%+ current yield and 13%+ if called within next five years - $CCLDO. Healthcare cloud business with 40K+ providers using it and going EPS positive this year no debt. $CCLD converted Series A earlier this year and could double EPS by taking out this one. https://t.co/qSAnEYRukG A preferred pitch at 10%+ current yield and 13%+ if called"  
[X Link](https://x.com/bmb21/status/1987884075634299047)  2025-11-10T14:04Z [---] followers, [---] engagements


"$EWCZ re-affirming guidance seems like some progress with center closures and getting franchisees on track. $4.6m of buybacks in quarter (not nothing for $200m market cap) $45m left on authorization. 40% of market cap in cash. Call happening now"  
[X Link](https://x.com/bmb21/status/1988593347121094928)  2025-11-12T13:02Z [---] followers, [---] engagements


"@thesharpiesharp TRA for sure is drain on cash flow but can be waived if GA finds a deal (and there are comps from past where this has happened). $EWCZ only pays it if it has pre-tax income. You could include in EV to be conservative but a buyer of company IMO likely has GA waive it"  
[X Link](https://x.com/bmb21/status/2006043259454312899)  2025-12-30T16:42Z [---] followers, [--] engagements


"@thomastayac It's a good point and that's why I don't own CLO equity funds like $ECC . Playing devil's advocate CLO equity has returned 20s IRRs in certain years; also obviously manager plays a big role"  
[X Link](https://x.com/bmb21/status/1948553509479346535)  2025-07-25T01:18Z [---] followers, [---] engagements


"$EIC now a 10% discount with NAV at a four month high. From CEO yesterday: "I think I used the word cheap in the prepared remarks. So I mean I just look at the share price. looks like it's about a little more than 10% discount right now even close to 12%. I mean the CLO BB market for quality BBs is around par. This it's like buying quality CLO BBs at 88." Newest position is a CEF trading below NAV w/ 20% buyback authorization. $EIC owns 75% BB CLO debt & 25% CLO equity. Sold off on dividend cut due to SOFR going down 100bps & spreads closing - still yields 12%. Also long pref - $EICB $EICC"  
[X Link](https://x.com/bmb21/status/1955591777424908586)  2025-08-13T11:26Z [---] followers, [---] engagements


"On $BLZE - the downguide from 30% on B2 to 25-28% and the restructuring to support "Phase 2" of GTM + excuses on volatility with usage-based revenue hurts the long-term thesis. They do seem committed to growing B2 in 20s+ for [--] and beyond but this quarter was a step back"  
[X Link](https://x.com/bmb21/status/1986443846348054655)  2025-11-06T14:41Z [---] followers, [---] engagements


"@amadeopanoptes @iBladesi $EIC has been pounding the table on buybacks at a 10%+ discount - even after going from $13.99 to $13.34 over a month still about 17% off NAV here. We'll see if share count really goes down"  
[X Link](https://x.com/bmb21/status/1999169158551077002)  2025-12-11T17:27Z [---] followers, [--] engagements


"My book is free for Prime Day . Trials is a sports fiction novel / financial thriller you can read in one sitting perfect for the beach or plane. If you want to "trial" it I excerpted it in replies. Completely free until July 11th https://www.amazon.com/dp/B0F94JLN76 https://www.amazon.com/dp/B0F94JLN76"  
[X Link](https://x.com/anyuser/status/1942938139011477715)  2025-07-09T13:25Z [---] followers, 75.4K engagements


"A venture-type idea: Cizzle Brands parent of Cwench. Cwench at $10m in TTM sales in [---] years more than half of NHL and MLB drinking it. Fixture in Canadian youth hockey. Former BioSteel management team (sold to Canopy) lost bid to re-acquire it. $CZZL $CELH $MNST"  
[X Link](https://x.com/anyuser/status/1986108862915657819)  2025-11-05T16:30Z [---] followers, [----] engagements


"Reflections on being a top 0.1% @ChatGPTapp user - how I learned to prompt verifiable outcomes and why I expect to increase usage in 2026"  
[X Link](https://x.com/anyuser/status/2004216265779646926)  2025-12-25T15:42Z [---] followers, [---] engagements


"$MLCI announced today it's tendering 1.6m shares on 13m o/s (12%+) at $9.43 (trading at $8.20 now). Anything above the [---] will be tendered pro-rata and all shares up to the 2/2/26 5PM deadline are eligible. Management (3.5% owners) not participating. 15% upside right now"  
[X Link](https://x.com/anyuser/status/2005721121921040546)  2025-12-29T19:22Z [---] followers, [----] engagements


"Added to $CZZLF /( $CZZL on CBOE ) position after Flow asset acquisition - plant in Aurora ON management saying will do $18m (CAD) of EBITDA and ramp to possibly 40-50 in 2-3 years. Biggest customer (Beatbox) just acquired by Anheuser Busch. I think at current price stock is trading at around 3-4x 28' EBITDA (before any future EBITDA from CWENCH brand) and debt will pay down quickly (about $70m from $83m CAD accquisition some warrants and converts). Some other thoughts: - Manufacturing agreements are take-or-pay so locks in minimum margin / revenue for plant - Management is very familiar with"  
[X Link](https://x.com/anyuser/status/2007861679414034538)  2026-01-04T17:08Z [---] followers, [---] engagements


"This was a good pod from CEO John Celenza and former NFL player / CWENCH board member Ndamukong Suh https://www.youtube.com/watchv=YjNz9Kl03uw https://www.youtube.com/watchv=YjNz9Kl03uw"  
[X Link](https://x.com/anyuser/status/2007872532159082717)  2026-01-04T17:51Z [---] followers, [---] engagements


"Reviewing previous winners from @MicroCapClub - amazing to see the operating leverage in $SEZL from [----] to [----]. Revenue isn't even a double and op. income is up 4x+. Subscription revenue increased from 19% to 30% of revenue in 24' and doesn't incur transaction expenses. Also on 1000%+ growth on EPS the huge tax benefit from deferred tax assets & valuation allowance is driving a lot but still interesting to think about re: forward earnings for (former) microcaps. TL;DR - one road to 10xing earnings is more higher margin sales and big deferred tax asset."  
[X Link](https://x.com/anyuser/status/2007890676399112570)  2026-01-04T19:03Z [---] followers, [----] engagements


"Full write-up https://stocktalknewsletter.substack.com/p/cizzle-increasing-position-on-flowutm_source=publication-search https://stocktalknewsletter.substack.com/p/cizzle-increasing-position-on-flowutm_source=publication-search"  
[X Link](https://x.com/anyuser/status/2010045843542610333)  2026-01-10T17:47Z [---] followers, [--] engagements


"Doing some work on $MGM 's Q2 and really impressed with @BetMGM - expected to do $130mm in [----] rev. (for comp $DKNG should do $300 which includes DFS) industry leading market share and tailwinds from growing legalization. $DKNG currently bigger market cap ($13bn v. $12bn)"  
[X Link](https://x.com/bmb21/status/1300044516314025984)  2020-08-30T12:15Z [---] followers, [--] engagements


"I think we're going to see more NFL teams do this - @BetMGM partners with @Lions . Very bullish that teams are making betting part of the fan experience. https://investors.mgmresorts.com/investors/news-releases/press-release-details/2020/Detroit-Lions-Name-BetMGM-First-Official-Sports-Betting-Partner/default.aspx Doing some work on $MGM 's Q2 and really impressed with @BetMGM - expected to do $130mm in [----] rev. (for comp $DKNG should do $300 which includes DFS) industry leading market share and tailwinds from growing legalization. $DKNG currently bigger market cap ($13bn v. $12bn)."  
[X Link](https://x.com/bmb21/status/1302781274642411521)  2020-09-07T01:30Z [---] followers, [--] engagements


"I also didn't know that Signal's founders built world-class devops at $ETSY which as @StackInvesting points out wrote the book on much of best practices for devops today . Really like this point on how $FSLY is building a brain trust that will change how web apps are built"  
[X Link](https://x.com/bmb21/status/1307704393521860609)  2020-09-20T15:33Z [---] followers, [--] engagements


"Anyone know of good resources for sorting by buyback yield YTD Looking at this tweet https://x.com/beardedmiguel/status/1522660370246217729 @JBierne BRK ranks 140th YTD https://t.co/Jn20wqVpEU https://x.com/beardedmiguel/status/1522660370246217729 @JBierne BRK ranks 140th YTD https://t.co/Jn20wqVpEU"  
[X Link](https://x.com/bmb21/status/1522719922954121217)  2022-05-06T23:28Z [---] followers, [--] engagements


"Can you say more on this Hear you on the first two points. I like MLC independent of this deal and think they will benefit from uplisting management team also is great (CEO was at Apollo in big position for a while). Liquidation is a toss up who knows how SOR will handle and what the market for say Comscore is like at their size stake. On (3) I think TURN has been decently transparent on how NAV got to where it is. They have consistently owned 10-15 names and many havent panned out. Not the best stock picking over the last five years after they did a good job selling off the private assets"  
[X Link](https://x.com/bmb21/status/1885094452563169375)  2025-01-30T22:35Z [---] followers, [--] engagements


"$TSSI - Dell as 99%+ of revenue and low margins / competition in asset procurement are the big risks IMO. Upside - new management with AI focus and big runway (building new facility with 213K sq. foot lease) early signs of diversifying customer base with Walmart Bank of American and Microsoft last quarter looked like inflection point (+431% y/y on EBIT). I think there is a path to $2+ of earnings. 4% net income margins last quarter and margins will go up if Facilities Management and Systems Integration revenue goes up on % basis (these can both be near 50% gross margins versus 4% for asset"  
[X Link](https://x.com/bmb21/status/1893700571091050611)  2025-02-23T16:32Z [---] followers, [----] engagements


"Added more $BLZE - company is guiding to 30%+ B2 growth and adj. cash flow breakeven in Q4 of next year. Equity raise from a few months ago made liquidity not a concern IMO. AI is now a real part of the story with [--] of the top [--] customers being AI wins. AI should also increase ARPU (+12% y/y on B2) since these customers store more data. New GTM strategy seems promising as they had a $1m+ ACV win this quarter and did record sales bookings. ARPU right now is $645 for B2 customers so more upmarket wins will move this up fast. Even with more shares I still think 15x EV/25' EBITDA this is cheap"  
[X Link](https://x.com/bmb21/status/1894812335946273217)  2025-02-26T18:10Z [---] followers, [---] engagements


"$MGM - last three years of buyback $: 1.3bn 2.3bn 2.8bn. Stock is near a three year low. Currently 285.6m shares at $32 - $9.1bn market cap. In January alone they did $300m of buybacks. Don't need to have crazy expectations to get to double digit buyback yield for [----]. CFO just bought shares. CEO from last call: "And the stability in earnings of our regional properties then simply take the market value of our Macau stock at face value ignore the quantum leap we've made in sustainable market share performance and the expectation that our digital businesses are at a tipping point with BetMGM's"  
[X Link](https://x.com/bmb21/status/1898375848476217851)  2025-03-08T14:10Z [---] followers, [---] engagements


"$CPRI gave long-term guidance at its investor day on 2/19 - so if FUTURE is even close to accurate a high-teens op margin on $6.3bn of sales is close to $1bn of operating income. Company is currently a $2.5bn market cap"  
[X Link](https://x.com/bmb21/status/1900962893945868761)  2025-03-15T17:30Z [---] followers, [---] engagements


"@yenoms Thoughts on $NYMTI and $NYMTG (senior unsecured due 29/30) You get the preferred taking losses before you and a 9.125% coupon / both are trading below par"  
[X Link](https://x.com/bmb21/status/1901636347854565510)  2025-03-17T14:06Z [---] followers, [--] engagements


"$MGM: long-term earnings power with Vegas buyback and non-core asset sale tailwinds https://stocktalknewsletter.substack.com/p/mgm-long-term-earnings-power-with https://stocktalknewsletter.substack.com/p/mgm-long-term-earnings-power-with https://stocktalknewsletter.substack.com/p/mgm-long-term-earnings-power-with https://stocktalknewsletter.substack.com/p/mgm-long-term-earnings-power-with"  
[X Link](https://x.com/bmb21/status/1901765391950721407)  2025-03-17T22:39Z [---] followers, [---] engagements


"On $WEX given the low end of the tender is $148 I ended up selling May 16th puts for $6.78 at the $150 strike. This is a 4.5% unannualized yield (30%+ annualized) if the stock trades over [---] by 5/16 and if you get exercised you own the stock at a cost basis of $143.22. I would love to own WEX at that price with the benefit of 12.5%+ less shares assuming the tender goes through below [---]. On the flip side this doesnt give me the upside of a tender at the higher end of the range. But I like the downside protection and opportunity to own the stock long-term"  
[X Link](https://x.com/bmb21/status/1903446123752132673)  2025-03-22T13:58Z [---] followers, [---] engagements


"Grok query: "Look through all 8-K filings from the SEC website in the last seven business days. List all companies who authorized share buybacks or accelerated share repurchases. For each company link the 8-K and give a small excerpt with a notable quote." Results: $NWSA $AVGO $ECX . Filing dates and buyback amounts are accurate There are definitely more so revised the query to ask for at least [--] and only use Could be interesting thing to run periodically going forward. http://sec.gov http://sec.gov"  
[X Link](https://x.com/bmb21/status/1911108646416634103)  2025-04-12T17:26Z [---] followers, [---] engagements


"@Fierce__beast @RICKCLAGG Reasonable pushback - I agree the pricing power is limited here and I am probably being too bullish on EPS. Interested in what multiple you think this should trade at long-term; more work I do the more it seems this is very competitive and Dell outsources this biz for a reason"  
[X Link](https://x.com/bmb21/status/1913595265992245483)  2025-04-19T14:07Z [---] followers, [---] engagements


"$VNO annual letter - Steven Roth is the rare CEO who has actually timed buybacks well"  
[X Link](https://x.com/bmb21/status/1916520392316891602)  2025-04-27T15:50Z [---] followers, [---] engagements


"$MGM 5% buyback for Q1 and new authorization for $2bn more. BetMGM EBITDA positive ($22m) after $132m loss last year. This is a big underperformer since [----] despite resorts growth sports gambling legalization and share count basically cut in half"  
[X Link](https://x.com/bmb21/status/1917686719047950350)  2025-04-30T21:05Z [---] followers, [----] engagements


"Two thoughts on $TURN / Mt. Logan: - [---] owns 992K shares of $AREN which since 3/31 (when [---] reported $4.42 of NAV) is up 217%. This paper gain is about $3.7m or $0.37 of NAV. TURN is flat over this time - If NAV keeps going up relative to MLC NAV TURN's ownership of combined entity keeps going up (if deal passes). Split could be much different from 40-60 TURN/MLC in the prelim proxy"  
[X Link](https://x.com/bmb21/status/1918647115988791708)  2025-05-03T12:41Z [---] followers, [---] engagements


"$BLZE - I think the short report raises some valid concerns mainly on competition. If Wasabi has taken deals in the last few months that's a little scary. They have raised half a billion+ and could go public this year - sales process may get tougher. Some of the other issues raised are in the past. Valuation IMO bakes in concerns (12x EV/EBITDA 2x ARR and yes this isn't typical SaaS but does have operating leverage). If you believe management B2 will end [----] growing 30% and breakeven FCF. They called out controlling equity dilution this last quarter. On Wasabi / competition - they have won"  
[X Link](https://x.com/bmb21/status/1920632202540490920)  2025-05-09T00:09Z [---] followers, [---] engagements


"@Curious_Inves Reasonable point. That said would not short the stock here given the valuation liquidity short interest and guidance. I think it's a good set of products (you don't win against AWS S3 if not) that can become a good business - margins last few Qs are up growth could accelerate"  
[X Link](https://x.com/bmb21/status/1921623795866992962)  2025-05-11T17:49Z [---] followers, [--] engagements


"What are the odds $TURN is still holding onto $AREN 993K shares as of 3/31/25 so since they reported if same shares it's $7.5m gain (yes $AREN ran from $1.73 to $9.34 over this time). NAV is around $40m so pretty significant. Yes $SCNR drew down 40% since then"  
[X Link](https://x.com/bmb21/status/1924524168831271422)  2025-05-19T17:54Z [---] followers, [---] engagements


"Latest $TURN NAV I'm calculating based on 3/31 letter - $4.27. Overestimate speculation - they sold some $AREN as the stock ran 6x+. They also per the last proxy on the MLC deal if I'm reading right are going to have $6-7m of expenses and only get a $1m termination fee - so if this deal doesn't go through that's maybe $5m off NAV. Underestimate speculation - they deployed $8m+ of cash from $IVAC and $BCOV sales to new positions and have some gains. My thinking right now is if the deal was voted yes today my upside is maybe 7% for closing the discount. There is absolutely deal risk here. I'm"  
[X Link](https://x.com/bmb21/status/1926637884380979449)  2025-05-25T13:54Z [---] followers, [---] engagements


"Next post is on $EIC CEF that owns BB CLO debt tranches and some CLO equity. The fund just started trading at a discount because it cut the dividend but at end of day 1) BB CLOs have default rate of 4bps over the last [--] years and 2) due to CLO amortization fund has forcing function to give back capital at par over the next few years (30%+ of portfolio matures in 2028). Fund reported NAV yesterday as of 5/31 between $14.08 - $14.14 stock closed at $12.93. Over last three years mostly has traded at premium and now is at 8% discount in part since monthly distribution was cut from $0.20 to $0.13"  
[X Link](https://x.com/bmb21/status/1931346562090668369)  2025-06-07T13:44Z [---] followers, [---] engagements


"One more interesting research note on $EIC - Enstar owned 63% of fund in [----] at inception. Look how this ownership has decreased over time: - [----] - 63% - [----] - 63% - [----] - 62% - [----] - 54% - [----] - 45% - [----] - 29% - [----] - 15% I have to think this put some pressure on the stock. Not a CLO CEF expert so maybe this is normal but especially [----] & [----] I'd think this is impacting supply / demand"  
[X Link](https://x.com/bmb21/status/1934249073529192467)  2025-06-15T13:58Z [---] followers, [---] engagements


"@iBladesi @iBladesi Thoughts on the Series B & C (now SOFR + 5.345%) pref v. the common Looks like 9%/10% yield"  
[X Link](https://x.com/bmb21/status/1935001834243936339)  2025-06-17T15:49Z [---] followers, [--] engagements


"On MCP - seems reasonable to assume millions of MCP clients + servers need more compute (network calls context windows) and storage (more prompts w/ longer responses). @cursor_ai is leading the way here w/ growing MCP ecosystem. $BLZE $GOOG $AMZN $MSFT"  
[X Link](https://x.com/bmb21/status/1936811988438675857)  2025-06-22T15:42Z [---] followers, [---] engagements


"Definitely over my skis on this one but I like $RIOT because of advances they've made in AI/HPC infra since Starboard + D.E. Shaw got involved seven months ago. IMO there is a case for the stock here if you believe they can lease out [--] GW to hyperscalers / neoclouds. $CRWV / $CORZ deal and $ORCL / Crusoe are data points BTC miners can change"  
[X Link](https://x.com/bmb21/status/1940563047019614240)  2025-07-03T00:07Z [---] followers, [----] engagements


"Thought this was a notable quote from the last call - there's a suggestion here lease cash flows can be securitized which would be another financing source for $RIOT to grow. If the lessees are $MSFT / $META / $AMZN securitization is going to be cheap COF"  
[X Link](https://x.com/bmb21/status/1940573790838440332)  2025-07-03T00:50Z [---] followers, [---] engagements


"@rubicon59 @3Plantey2 The perpetual preferred ( $CCLDO ) has popped up for me a few times 11% current yield and trading at [----] on dollar / issued in [----] and actually was at par in Feb [--]. Agree common seems cheap but pref is nice return here versus risk"  
[X Link](https://x.com/bmb21/status/1940904396453490943)  2025-07-03T22:44Z [---] followers, [---] engagements


"Interesting change in $BLZE [----] v. [----] proxy - management is now comped on ARR and adj. FCF v. revenue and adj. EBITDA. My guess is new CFO (started in Aug. 2024) wanted to move away from EBITDA reporting bc of capex needs. Seems like a positive change - adj FCF is closer to true cash flow even though still adjusted. And prefer ARR to revenue as it will track closer to success of B2"  
[X Link](https://x.com/bmb21/status/1941497994349596916)  2025-07-05T14:02Z [---] followers, [---] engagements


"So $CRWV is buying $CORZ in all-stock at exchange ratio of [------] shares. At $159 on Coreweave (now price) this gets you to $159 * [------] = $19.6. $CORZ now is at $14. The deal is expected to close in Q4 per . The consensus take seems to be that the market is saying CoreWeave is due for a drawdown that makes Core Scientific's price make sense today (and deal risk). For anyone that owns shares of either let me know if my math below is right. I still think the data center lessor / lessee math in the post below applies on $RIOT and today is a buying opp with the stock drawing down."  
[X Link](https://x.com/bmb21/status/1942231207602761982)  2025-07-07T14:36Z [---] followers, [---] engagements


"I like this take and wonder if there is some deal risk now with $CORZ shareholders potentially voting no; the market is definitely voting no. This deal is a disaster for CORZ. No collar deal closes well-post lock-up. At CRWV IPO price it values CORZ at $5 / share It suggests CORZ was having issues delivering. This is desperate CORZ at $14 is a CRWV short at $116 with 0% borrow ahead of 95% of float opening This deal is a disaster for CORZ. No collar deal closes well-post lock-up. At CRWV IPO price it values CORZ at $5 / share It suggests CORZ was having issues delivering. This is desperate"  
[X Link](https://x.com/bmb21/status/1942233589317324830)  2025-07-07T14:45Z [---] followers, [---] engagements


"@Jorlev_11 I think diluted share count increased a lot. Last 10Q it was 363m I'm guessing $CORZ issued some shares since then and $CRWV is issuing shares as part of the deal. You'd need to have 440m shares to make math work on $9bn/$20.40 in the press release"  
[X Link](https://x.com/bmb21/status/1942304377022144561)  2025-07-07T19:27Z [---] followers, [--] engagements


"@jay_21_ Pretty popular picks but I liked The Nvidia Way Chip War and The Everything Store + Amazon Unbound. Also Stephen Wolfram's "What is ChatGPT Doing. And Why Does It Work" was a good breakdown of LLM inputs/outputs"  
[X Link](https://x.com/bmb21/status/1946949092761842078)  2025-07-20T15:03Z [---] followers, [--] engagements


"@marketplunger1 $CROX shareholder here - this did not work with HeyDude"  
[X Link](https://x.com/bmb21/status/1948174243302379657)  2025-07-24T00:11Z [---] followers, [---] engagements


"$MGM update - willing to believe Vegas softness was MGM Grand remodel. F1 coming in Q4. I buy Vegas can CAGR at 5% and BetMGM can be spun off. Liquidity + leverage are fine / they decreased capex guide. Buyback machine with authorization for $2bn more on $10bn market cap"  
[X Link](https://x.com/bmb21/status/1952033164718719214)  2025-08-03T15:45Z [---] followers, [---] engagements


"Returns wise you can get to 7% IRR in next ten years if: - P/E multiple goes to 10x (15x today) - Earnings stay flat ($750m in FY 2024) - Share count goes to 100m shares (need to average 17m shares bought back a year; they bought back 222m shares last [--] years / 44/y) That gets you to $75 stock / 7.6% IRR over a decade"  
[X Link](https://x.com/bmb21/status/1952034259541131584)  2025-08-03T15:50Z [---] followers, [--] engagements


"@NotebookLM 's video output for my latest post on $MGM . Pretty amazing stuff"  
[X Link](https://x.com/bmb21/status/1952171604441776317)  2025-08-04T00:55Z [---] followers, [--] engagements


"@Bryan0316 @PressDepress @kylesockwell Feels like a small lift to get a Netflix series following a few top names has worked for F1 and PGA. Given general interest in Ledecky / McIntosh and LA [----] angle I have to think NFLX would be interested too"  
[X Link](https://x.com/bmb21/status/1954161859793162629)  2025-08-09T12:44Z [---] followers, [---] engagements


"Full write-up https://stocktalknewsletter.substack.com/p/backblaze-b2-closes-in-on-30-cagr https://stocktalknewsletter.substack.com/p/backblaze-b2-closes-in-on-30-cagr"  
[X Link](https://x.com/bmb21/status/1955063326657892395)  2025-08-12T00:26Z [---] followers, [--] engagements


"@SJHvalueinvest You think it trades above $9.43 / merger price I think they would love to not tender shares so hopefully management incentivized to be strong out of gate. Already below GAAP book at that price"  
[X Link](https://x.com/bmb21/status/1966662864447361205)  2025-09-13T00:39Z [---] followers, [--] engagements


"@ObrenovicZeljko @Presssackbrot +1 they wrote it down and outside of that this current management team has a great track record. Debt they paid down quickly buybacks are back. I also wouldn't doubt HEYDUDE eventually produces some cash (I personally like the Wally)"  
[X Link](https://x.com/bmb21/status/1968097375739842864)  2025-09-16T23:39Z [---] followers, [--] engagements


"Smart apparel next move for @UnderArmour / software eating world: http://t.co/KTeAVRbXyp cc: @pmarca http://on.wsj.com/1ACc25S http://on.wsj.com/1ACc25S"  
[X Link](https://x.com/bmb21/status/571712503425736704)  2015-02-28T16:44Z [---] followers, [--] engagements

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