# ![@cardinalcap12 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2458421377.png) @cardinalcap12 Echidna

Echidna posts on X about $arw, $aer, $syf, money the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2458421377/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2458421377/c:line/m:interactions.svg)

- [--] Week [---] +3,611%
- [--] Month [---] +351%
- [--] Months [-----] +1,010%
- [--] Year [-----] -40%

### Mentions: [--] [#](/creator/twitter::2458421377/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2458421377/c:line/m:posts_active.svg)

- [--] Months [--] +525%
- [--] Year [--] +23%

### Followers: [---] [#](/creator/twitter::2458421377/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2458421377/c:line/m:followers.svg)

- [--] Week [---] -0.60%
- [--] Month [---] +0.61%
- [--] Months [---] +0.92%
- [--] Year [---] +0.46%

### CreatorRank: [---------] [#](/creator/twitter::2458421377/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2458421377/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  20.48% [finance](/list/finance)  18.07% [cryptocurrencies](/list/cryptocurrencies)  6.02% [technology brands](/list/technology-brands)  2.41% [celebrities](/list/celebrities)  1.2% [us election](/list/us-election)  1.2% [countries](/list/countries)  1.2%

**Social topic influence**
[$arw](/topic/$arw) 8.43%, [$aer](/topic/$aer) 6.02%, [$syf](/topic/$syf) 6.02%, [money](/topic/money) 6.02%, [$ally](/topic/$ally) 4.82%, [$cnc](/topic/$cnc) 3.61%, [$bery](/topic/$bery) 3.61%, [$ci](/topic/$ci) 3.61%, [$snx](/topic/$snx) 2.41%, [$al](/topic/$al) 2.41%

**Top accounts mentioned or mentioned by**
[@stephanedubail](/creator/undefined) [@buffettnormand](/creator/undefined) [@armsgarrett](/creator/undefined) [@foxcastlehold](/creator/undefined) [@cedarstresearch](/creator/undefined) [@kab604](/creator/undefined) [@luchesiphilippe](/creator/undefined) [@maffeifake](/creator/undefined) [@jonrice80](/creator/undefined) [@andrewhollingw](/creator/undefined) [@fundiescapital](/creator/undefined) [@winsteadscap](/creator/undefined) [@viceroyresearch](/creator/undefined) [@thijsbuitenhuis](/creator/undefined) [@jesselivermore](/creator/undefined) [@aramog](/creator/undefined) [@rolandgrender](/creator/undefined) [@sleepwellcap](/creator/undefined) [@mackinaccap](/creator/undefined) [@ccmryan](/creator/undefined)

**Top assets mentioned**
[Arrow Electronics, Inc. (ARW)](/topic/$arw) [Aercap Holdings N.V. (AER)](/topic/$aer) [Synchrony Financial (SYF)](/topic/$syf) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Centene Corp (CNC)](/topic/$cnc) [Berry Global Group, Inc. (BERY)](/topic/$bery) [Cigna Corp (CI)](/topic/$ci) [Synthetix (SNX)](/topic/$snx) [ArchLoot (AL)](/topic/$al) [British American Tobacco (BTI)](/topic/$bti) [Laboratory Corp. of America Holdings (LH)](/topic/$lh) [Quest Diagnostics Inc (DGX)](/topic/$dgx) [Bread Financial Holdings, Inc. (BFH)](/topic/$bfh) [Micron Technology, Inc. (MU)](/topic/$mu) [Aventus (AVT)](/topic/$avt) [Spirit Airlines, Inc. (SAVE)](/topic/spirit-airlines) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Capital One Financial Corp. (COF)](/topic/$cof) [DISH Network Corp (DISH)](/topic/$dish) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [Neurobro (BRO)](/topic/$bro) [Humana Inc (HUM)](/topic/$hum)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BOL.PA. Cyrille buying 1.9m Euros. 1st open market purchase that I have seen from him. Company trades below net cash. Probably nothing"  
[X Link](https://x.com/cardinalcap12/status/1973745561095516215)  2025-10-02T13:43Z [---] followers, [----] engagements


"RT @Jesse_Livermore: If you ever hear someone lament "nuclear waste" as some kind of problem with respect to the use of nuclear power it's"  
[X Link](https://x.com/cardinalcap12/status/1550183295316643842)  2022-07-21T18:17Z [---] followers, [--] engagements


"@aramog Long $CNC. This should help reduce the HBR"  
[X Link](https://x.com/cardinalcap12/status/2022494067666620510)  2026-02-14T02:12Z [---] followers, [---] engagements


"@maffei_fake 1.3bn of current ebitda Here is the [----] segment disclosure. 1.254bn without a corporate allocation"  
[X Link](https://x.com/cardinalcap12/status/1550210868599816196)  2022-07-21T20:07Z [---] followers, [--] engagements


"Good businesses with forward PEs below 9: $CNC $BFF.IT $ARW $BTI $BERY $PINFRA $SNX $LGEN.LN $AER $AL $LLOY.LN $2318 $Ally $175330"  
[X Link](https://x.com/cardinalcap12/status/1635730563494543368)  2023-03-14T19:52Z [---] followers, [----] engagements


"@RolandGrender Do you like any other distributors here"  
[X Link](https://x.com/cardinalcap12/status/1653408424061997058)  2023-05-02T14:37Z [---] followers, [--] engagements


"Long $LH and short $DGX seems like an interesting trade. LH is cheaper than DGX despite better organic growth over time. The CRO spin at LH should trade at a higher multiple than both LH and DGX. Caution: I know nothing about these companies"  
[X Link](https://x.com/cardinalcap12/status/1658140665073528835)  2023-05-15T16:01Z [---] followers, [--] engagements


"@ArmsGarrett Long $CI"  
[X Link](https://x.com/cardinalcap12/status/1660634288860151808)  2023-05-22T13:10Z [---] followers, [--] engagements


"@SleepwellCap $AER $CI $ARW $SNX $ALLY $SYF $BERY"  
[X Link](https://x.com/cardinalcap12/status/1661063422056841243)  2023-05-23T17:35Z [---] followers, [----] engagements


"@MackinacCap Why mess with $BFH when you can buy $SYF"  
[X Link](https://x.com/cardinalcap12/status/1663892361913548800)  2023-05-31T12:57Z [---] followers, [---] engagements


"@CCM_Ryan $ARW $SYF $CI $BERY $ALLY"  
[X Link](https://x.com/cardinalcap12/status/1664073804576964608)  2023-06-01T00:58Z [---] followers, [---] engagements


"@heartof_thesea $ARW and $MU. Good businesses but cyclical. Get a chance every [--] or [--] years"  
[X Link](https://x.com/cardinalcap12/status/1669163900787408897)  2023-06-15T02:04Z [---] followers, [---] engagements


"$AER $AL Aercap receives $645 from Aeroflot's insurers Paid in full. Still have $2.75bn claim against other insurers"  
[X Link](https://x.com/cardinalcap12/status/1699152964491886903)  2023-09-05T20:10Z [---] followers, [----] engagements


"$AER. The Russian plane recovery was 4.0% accretive to BVPS. The total accretion was 5.35% to BVPS after today's tender. Yet the stock is down 1.6% since the announcement. Gus Kelly also said at the recent DB conference that more recoveries were coming. Crazy"  
[X Link](https://x.com/cardinalcap12/status/1701597252681334896)  2023-09-12T14:02Z [---] followers, [---] engagements


"@AskeladdenTX @DeepSailCapital Are margins sustainable"  
[X Link](https://x.com/cardinalcap12/status/1707013650496532589)  2023-09-27T12:45Z [---] followers, [---] engagements


"@kab604 @Aureliusltd28 Sounds like $AER. So are they more of an originator who then packages loans and sells them to institutional funds"  
[X Link](https://x.com/cardinalcap12/status/1707366758242259044)  2023-09-28T12:08Z [---] followers, [---] engagements


"@crainsdetroit Instead of throwing money at uncertain concepts we should slash the income tax to zero and retain and attract people to our state"  
[X Link](https://x.com/cardinalcap12/status/1710272800705904775)  2023-10-06T12:36Z [---] followers, [--] engagements


"@jonrice80 Is this adjusted for SBC and working capital movements LTM net income is 900m and capex and D&A are equal"  
[X Link](https://x.com/cardinalcap12/status/1712175504244031626)  2023-10-11T18:37Z [---] followers, [---] engagements


"@jonrice80 Looks like the FCF net income is due to seasonal customer advances. The interest income from the float should be in net income so capitalizing the positive working capital doesn't seem right economically"  
[X Link](https://x.com/cardinalcap12/status/1712177830396600431)  2023-10-11T18:46Z [---] followers, [---] engagements


"@UpslopeCapital Probably $SYF"  
[X Link](https://x.com/cardinalcap12/status/1716981550640779668)  2023-10-25T00:54Z [---] followers, [---] engagements


"@andrewhollingw @fundhunter_co What else is owner managed high quality and trades at 5x"  
[X Link](https://x.com/cardinalcap12/status/1717979378305360227)  2023-10-27T18:59Z [---] followers, [--] engagements


"@ArmsGarrett @DV_Situations What do you think of the SYF and COF m/m DQ acceleration today"  
[X Link](https://x.com/cardinalcap12/status/1724878842911773147)  2023-11-15T19:55Z [---] followers, [--] engagements


"@fundiescapital Probably EPS accretive too as Trup loses money. I tried to find the insurance filings for Pets Best but couldn't (they seem to outsource some of the underwriting so there might not be any filings to find)"  
[X Link](https://x.com/cardinalcap12/status/1729483518319665365)  2023-11-28T12:52Z [---] followers, [---] engagements


"@fundiescapital Wasn't sure if this covered all underwriting or not. Unless SYF looks completely different from TRUP hard to understand the economics for JAB here. Will be interesting to see the mix of cash and stock"  
[X Link](https://x.com/cardinalcap12/status/1729486948106953043)  2023-11-28T13:06Z [---] followers, [--] engagements


"@FoxCastlehold Better than nothing but this does not move the needle. All shareholders in the constellation would be better off with another large tender at the BOL level despite paying a higher price for the same assets"  
[X Link](https://x.com/cardinalcap12/status/1749861965869048000)  2024-01-23T18:29Z [---] followers, [---] engagements


"Would someone PLEASE explain $ARW and $AVT to me They trade like death. Appear to be trough multiple on trough earnings with decent long-term growth prospects and good cap allocation. Why are they so hated Must be missing something"  
[X Link](https://x.com/cardinalcap12/status/1753452394208239863)  2024-02-02T16:16Z [---] followers, [----] engagements


"@FoxCastlehold Why do you think the family partially participated in the tender"  
[X Link](https://x.com/cardinalcap12/status/1770063077112725579)  2024-03-19T12:21Z [---] followers, [---] engagements


"@alc2022 @honam Stock comp was $250m last quarter up 48% y/y. True free cash flow is very negative. If this is such a beautiful flywheel why can't it make money. A mature business w/ network effects should not be loss making"  
[X Link](https://x.com/cardinalcap12/status/1780977566037192708)  2024-04-18T15:11Z [---] followers, [--] engagements


"@sagardeo @TSOH_Investing Why aren't they profitable at this scale"  
[X Link](https://x.com/cardinalcap12/status/1796265453616017522)  2024-05-30T19:40Z [---] followers, [--] engagements


"@andrewhollingw Ryanair is certainly the best European airline but the industry is still brutal. Huge price completion very capital intensive horrible regulation. Is this still a high quality company that can compound value"  
[X Link](https://x.com/cardinalcap12/status/1815774300206469260)  2024-07-23T15:41Z [---] followers, [---] engagements


"@elonmusk Turn immigration into a money maker for US. Set a level of immigration and then have all prospective immigrants submit bids. Money for gov + lead to import of high quality people that will contribute"  
[X Link](https://x.com/cardinalcap12/status/1837930533793181887)  2024-09-22T19:02Z [---] followers, [--] engagements


"@puppyeh1 He's going to win the popular vote too"  
[X Link](https://x.com/cardinalcap12/status/1853789439060803874)  2024-11-05T13:20Z [---] followers, [---] engagements


"@SwampFox8 @DataRepublican Why is 15% an important number At the current rate I think Trump wins the state by 15%. Not sure how that translates to the rest of the country given RDS competence + conservative moving to FL"  
[X Link](https://x.com/cardinalcap12/status/1853901883141771609)  2024-11-05T20:47Z [---] followers, [--] engagements


"@birenbomb @eric_neugeboren So are all remaining votes in NV from mail in ballots"  
[X Link](https://x.com/cardinalcap12/status/1854356585914798319)  2024-11-07T02:53Z [---] followers, [---] engagements


"@winsteadscap $arw"  
[X Link](https://x.com/cardinalcap12/status/1858959477959258581)  2024-11-19T19:44Z [---] followers, [----] engagements


"@winsteadscap ARW is selling at less than 9x [----] earnings (closer to trough earnings due to semi downturn) has repurchased 38% of its shares since [----] and grows organically through the cycle at GDP+ rates"  
[X Link](https://x.com/cardinalcap12/status/1858971847372771360)  2024-11-19T20:33Z [---] followers, [--] engagements


"$BME.ln Would love to speak to someone who is short or selling here. 50% return on equity growing stores in the UK and France easy to understand business model (discounted groceries and cheap general merchandise). Trades at 8.9x forward earnings"  
[X Link](https://x.com/cardinalcap12/status/1859232016480256465)  2024-11-20T13:47Z [---] followers, [---] engagements


"Will continue shouting into the void. Huge volumes and -18% over past [--] days. Founders probably sold out"  
[X Link](https://x.com/cardinalcap12/status/1859285719908225317)  2024-11-20T17:20Z [---] followers, [---] engagements


"@irbezek Why has the Mexican arm sold off Are MELI AMZN etc. eating their lunch"  
[X Link](https://x.com/cardinalcap12/status/1859319977326653937)  2024-11-20T19:36Z [---] followers, [---] engagements


"@jszhang0912 How would you compare to SNX"  
[X Link](https://x.com/cardinalcap12/status/1859444084550562187)  2024-11-21T03:49Z [---] followers, [--] engagements


"@FoxCastlehold who bought the huge chunk last week then"  
[X Link](https://x.com/cardinalcap12/status/1863636359333679506)  2024-12-02T17:28Z [---] followers, [---] engagements


"@viceroyresearch They may have moved offices but I don't think office location is a big deal in a business with many remote workers"  
[X Link](https://x.com/cardinalcap12/status/1864337580508041276)  2024-12-04T15:54Z [---] followers, [--] engagements


"@viceroyresearch The loopnet claims are also disingenuous. These appear to be subleases for parts of the office. Many companies are reducing CRE footprints right now. I don't see anything out of the ordinary"  
[X Link](https://x.com/cardinalcap12/status/1864337986772504991)  2024-12-04T15:56Z [---] followers, [--] engagements


"@AltaFoxCapital $ARW. EPS should be $30 as cycle improves vs. a stock at $119 today. Cheaper it gets the more stock management will buy. Shares out are down 8.4% per year over last [--] years"  
[X Link](https://x.com/cardinalcap12/status/1869115118271017428)  2024-12-17T20:19Z [---] followers, [----] engagements


"@ArmsGarrett Own this. Need the authorities to allow dividends again"  
[X Link](https://x.com/cardinalcap12/status/1880263612692066336)  2025-01-17T14:39Z [---] followers, [---] engagements


"@HedgeDirty Uber will not allow non-paying undesirable & violent bus passengers. It will be like Delta vs. Spirit Airlines. People will pay a lot of money for the same product to avoid having to deal with those people"  
[X Link](https://x.com/cardinalcap12/status/1923360153220362707)  2025-05-16T12:49Z [---] followers, [---] engagements


"@TeaBagCapital If I were Carvana I would make a stock offer for KMX. Huge synergies by putting KMX online on Carvana platform. Push more volume through KMX's stores and reconditioning facilities"  
[X Link](https://x.com/cardinalcap12/status/1971241375615287732)  2025-09-25T15:52Z [---] followers, [---] engagements


"@maffei_fake 1.254bn was the last disclosed EBITDA for Suddenlink in [----]. Hopefully [--] EBITDA is higher. At a 4% growth rate [----] ebitda would be 1.587bn. 20bn would be 12.6x which is consistent with other transactions. It's possible"  
[X Link](https://x.com/cardinalcap12/status/1550171875778633728)  2022-07-21T17:32Z [---] followers, [--] engagements


"@kab604 Where do you get 10x I get 350m in owners earnings per your definition LTM. I'm sure there are some acquisitions as well but don't get close to 570"  
[X Link](https://x.com/cardinalcap12/status/1950934423597138375)  2025-07-31T14:59Z [---] followers, [---] engagements


"@stephane_dubail @BuffettNormand @Boursier_com Hadn't seen that.good find Will be very anxious to see the results of the sample testing at large OEMs that is due to be released soon"  
[X Link](https://x.com/cardinalcap12/status/1991535142108819588)  2025-11-20T15:52Z [---] followers, [--] engagements


"@Thijsbuitenhuis How do these companies return to organic profit growth Chemicals industry isn't growing the Chinese don't work through distributors in the same way Western companies do and are gaining market share"  
[X Link](https://x.com/cardinalcap12/status/2009262095473180747)  2026-01-08T13:53Z [---] followers, [--] engagements


"@TesLad_6 $PCOA now. They are an investment company. Have launched two SPACs and have investments in a number of early stages private companies a significant pile of cash and NOLs"  
[X Link](https://x.com/cardinalcap12/status/1383611145953550337)  2021-04-18T02:39Z [---] followers, [--] engagements


"@CCM_Brett How is $AMZN not wildly profitable on $487bn of 3P GMV sales 25% take-rate at a 50% margin (Google search type margin) = 61bn in EBIT yet analysts have AMZN losing $3bn next year in the retail business"  
[X Link](https://x.com/cardinalcap12/status/1598389720651890702)  2022-12-01T18:53Z [---] followers, [--] engagements


"@tk_financial I like $COF but I like $SYF + $ALLY better"  
[X Link](https://x.com/cardinalcap12/status/1616445386196979712)  2023-01-20T14:39Z [---] followers, [--] engagements


"@1_adoy @17thStCap What do you think do the $DISH Dec [--] bonds at [--] cents Only one DISH Network bond matures before it + 2.5bn cash at Dish network and SATS. Above Charlie in cap structure + spectrum value"  
[X Link](https://x.com/cardinalcap12/status/1727514366776320199)  2023-11-23T02:28Z [---] followers, [---] engagements


"@kab604 What do you think normalized organic growth rates are for IMCD and Azelis"  
[X Link](https://x.com/cardinalcap12/status/1950900468072227272)  2025-07-31T12:44Z [---] followers, [---] engagements


"@ArmsGarrett @cheapskatevalue What about $CNC"  
[X Link](https://x.com/cardinalcap12/status/1990965525174780399)  2025-11-19T02:09Z [---] followers, [---] engagements


"@DavidRenanTrade So Vivendi down UMG up and Bollore flat. Doesn't seem logically consistent. The market appeared to be pricing in a few billion dollar destruction of value for a negative outcome but then didn't revalue at all after it appears BOL won the court case. I don't understand"  
[X Link](https://x.com/cardinalcap12/status/1991510389335683555)  2025-11-20T14:14Z [---] followers, [--] engagements


"@stephane_dubail @BuffettNormand How is BOL flat after this news Makes zero sense"  
[X Link](https://x.com/cardinalcap12/status/1991510615492554976)  2025-11-20T14:15Z [---] followers, [--] engagements


"@stephane_dubail @BuffettNormand They sold the crown jewels have simplified the layers have done a tender offer have started to buyback shares at all levels. Cap allocation has been great"  
[X Link](https://x.com/cardinalcap12/status/1991511974245724334)  2025-11-20T14:20Z [---] followers, [--] engagements


"@stephane_dubail @BuffettNormand Maybe. They don't pay themselves egregiously. They seem to be doing the right things to optimize value (sell freight forwarding sell ports shut down Autolib spin off UMG etc.). NAV/share has compounded nicely since pre-COVID (15% last time I checked)"  
[X Link](https://x.com/cardinalcap12/status/1991513950119424254)  2025-11-20T14:28Z [---] followers, [--] engagements


"@stephane_dubail @BuffettNormand The tender is pro minority shareholder. Optional to participate in. Either get a small bump and exit or stay invested and benefit from NAV/share accretion. I like the Rivaud simplification. For Bol to revalue it needs to have a simpler structure"  
[X Link](https://x.com/cardinalcap12/status/1991514970673250453)  2025-11-20T14:32Z [---] followers, [--] engagements


"@stephane_dubail @BuffettNormand Interesting. Where do you see this Does Omnium own other assets besides Bollore shares"  
[X Link](https://x.com/cardinalcap12/status/1991528261776802033)  2025-11-20T15:25Z [---] followers, [--] engagements


"@stephane_dubail @BuffettNormand @LuchesiPhilippe Does Omnium file financial statements with the AMF"  
[X Link](https://x.com/cardinalcap12/status/1991530014266040367)  2025-11-20T15:32Z [---] followers, [--] engagements


"@stephane_dubail @BuffettNormand She left the cars/battery business in [----] and Cyrille shut it down afterwards"  
[X Link](https://x.com/cardinalcap12/status/1991532624993734837)  2025-11-20T15:42Z [---] followers, [--] engagements


"@LuchesiPhilippe @stephane_dubail @BuffettNormand They have the consolidated statements which include Bollore et. all. I think Omnium is just a holding company with no other significant assets besides Bollore. Seems like a good alignment to me"  
[X Link](https://x.com/cardinalcap12/status/1991559141396214081)  2025-11-20T17:27Z [---] followers, [--] engagements


"@LuchesiPhilippe @stephane_dubail @BuffettNormand I suspect this is more due to dividends paid by Bollore and retained at Omnium as opposed to Omnium somewhat benefiting at the expense of Bollore"  
[X Link](https://x.com/cardinalcap12/status/1991562272439955600)  2025-11-20T17:40Z [---] followers, [---] engagements


"@CedarStResearch How about the insurance brokers such as $MMC or $BRO here"  
[X Link](https://x.com/cardinalcap12/status/1991582697958044003)  2025-11-20T19:01Z [---] followers, [---] engagements


"@CedarStResearch I think its a 96% combined ratio from the S1 at a 50% loss ratio (MGA commission varies with the loss ratio)"  
[X Link](https://x.com/cardinalcap12/status/1991605985497006481)  2025-11-20T20:34Z [---] followers, [--] engagements


"@CedarStResearch I don't think I'm wrong because I asked the CEO [--] days ago 17% = net commission to the MGAs. 43% commission from reinsurers to Accelerant - Accelerant keeps 8% - Passes 35% to the MGAs - MGAs pass 18% to retail brokers. Net = 17% to MGAs"  
[X Link](https://x.com/cardinalcap12/status/1991899247458070542)  2025-11-21T15:59Z [---] followers, [--] engagements


"@CedarStResearch The S1 spells it out clearly. You can check because their net underwriting results = 3% = 97% combined = what the reinsurers make at current loss ratios"  
[X Link](https://x.com/cardinalcap12/status/1991899430409441484)  2025-11-21T16:00Z [---] followers, [--] engagements


"@marginofdanger UMG up as well as it removes an overhang. I don't get the hate for BOL"  
[X Link](https://x.com/cardinalcap12/status/1991944037897732593)  2025-11-21T18:57Z [---] followers, [---] engagements


"@FoxCastlehold @Reignots No AMF announcement though so cant be bollore right Would have to disclose already if Im not mistaken"  
[X Link](https://x.com/cardinalcap12/status/1993382207680135580)  2025-11-25T18:12Z [---] followers, [--] engagements


"@infoxiao How can an individual use this in Gemini The personal context window isn't long enough"  
[X Link](https://x.com/cardinalcap12/status/1996549597695775206)  2025-12-04T11:58Z [---] followers, [---] engagements


"@Rojo_Research @Thijsbuitenhuis Is that evidence that the problem is related to Chinese supply which would be more prevalent in other regions like SEA"  
[X Link](https://x.com/cardinalcap12/status/2011805333405016432)  2026-01-15T14:19Z [---] followers, [--] engagements


"@HorizonKinetics How do you play this via picks and shovels"  
[X Link](https://x.com/cardinalcap12/status/2016564030668685505)  2026-01-28T17:28Z [---] followers, [--] engagements


"Centene's contracts typically have initial terms of three to five years with renewal extension options. Morningstar estimates that the company's average relationship length with state Medicaid plans is [--] years"  
[X Link](https://x.com/cardinalcap12/status/1652047896504565761)  2023-04-28T20:31Z [---] followers, [--] engagements


"Has a smaller company ever acquired a larger one at a premium I would also vote against this transaction. $CI Couple of thoughts on WSJ report that $CI and $HUM are in talks about a combination. Two large $CI holders tell me they would vote against any CI purchase of HUM given disparities in multiple (CI at 10x HUM at 16X) and resulting dilution. Perhaps "combination" means MOE or even Couple of thoughts on WSJ report that $CI and $HUM are in talks about a combination. Two large $CI holders tell me they would vote against any CI purchase of HUM given disparities in multiple (CI at 10x HUM at"  
[X Link](https://x.com/anyuser/status/1729932384617824302)  2023-11-29T18:36Z [---] followers, [----] engagements


"CFO's mom also bought shares 🤣"  
[X Link](https://x.com/cardinalcap12/status/1991133619822158119)  2025-11-19T13:17Z [---] followers, [---] engagements


"RT @DrJBhattacharya: On TV today Francis Collins doubled down on his lies and propaganda attack and on the Great Barrington Declaration. I"  
[X Link](https://x.com/cardinalcap12/status/1473126185701883905)  2021-12-21T03:00Z [---] followers, [----] engagements


"Additionally we estimate a 100% retention rate for Centene from [----] to [----] based on public Medicaid data. States pay providers the same revenue per member eliminating price competition during the RFP process"  
[X Link](https://x.com/cardinalcap12/status/1652047898576560136)  2023-04-28T20:31Z [---] followers, [--] engagements


"RT @BillAckman: If the election outcome is as I expected it should cause the large minority of the country who supported @KamalaHarris and"  
[X Link](https://x.com/cardinalcap12/status/1854022060470637050)  2024-11-06T04:44Z [---] followers, 27.5K engagements


"So Bollore won the court case but somehow the ruling is both bad for Vivendi (understandable) but inconsequential for Bollore.I realize the legal saga is not over but the odds have shifted more in Bollore's favor but the price hasn't changed"  
[X Link](https://x.com/cardinalcap12/status/1995880905618112927)  2025-12-02T15:41Z [---] followers, [---] engagements

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