[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @kingdomcapadv Kingdom Capital Kingdom Capital posts on X about $unfi, $aiv, debt, dividend the most. They currently have XXXXXX followers and 1571 posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1380531647829917696/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +3.80% - X Months XXXXXXXXX +3.80% - X Year XXXXXXXXX +6.60% ### Mentions: XX [#](/creator/twitter::1380531647829917696/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +99% - X Year XXX +46% ### Followers: XXXXXX [#](/creator/twitter::1380531647829917696/followers)  - X Week XXXXXX +0.33% - X Month XXXXXX +1.30% - X Months XXXXXX +14% - X Year XXXXXX +24% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1380531647829917696/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [stocks](/list/stocks) [countries](/list/countries) [currencies](/list/currencies) **Social topic influence** [$unfi](/topic/$unfi) #3, [$aiv](/topic/$aiv), [debt](/topic/debt) #1778, [dividend](/topic/dividend), [$562m](/topic/$562m) #1, [$90m](/topic/$90m), [$30m](/topic/$30m), [30m](/topic/30m), [$24b](/topic/$24b) #11, [market cap](/topic/market-cap) #934 **Top accounts mentioned or mentioned by** [@stokedonwaves](/creator/undefined) [@valuedontlie](/creator/undefined) [@rhunterh](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@mrneutralman](/creator/undefined) [@fishtowncap](/creator/undefined) [@acapitallp](/creator/undefined) [@siyul](/creator/undefined) [@clarksquarecap](/creator/undefined) [@toffcap](/creator/undefined) [@marketplunger1](/creator/undefined) [@realassetsvalue](/creator/undefined) [@taobanker](/creator/undefined) [@tradedollarnut](/creator/undefined) [@catapultcap](/creator/undefined) [@jay21](/creator/undefined) [@leevalueroach](/creator/undefined) [@capitalfang](/creator/undefined) [@valuations](/creator/undefined) [@mfwarder](/creator/undefined) **Top assets mentioned** [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Wise (WISE)](/topic/$wise) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Solana (SOL)](/topic/solana) [Dillards Inc. (DDS)](/topic/$dds) [Ardagh Metal Packaging S.A. (AMBP)](/topic/$ambp) [a.k.a. Brands Holding Corp. (AKA)](/topic/$aka) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) ### Top Social Posts Top posts by engagements in the last XX hours "Hope to see some of you at $UNFI investor day" [X Link](https://x.com/kingdomcapadv/status/1983186497315742092) 2025-10-28T14:58Z 11.3K followers, 2550 engagements "As we sit at $XX on $NLOP: End of Q3 cash: $40m Plus subsequent Q4 sales/vacancy/rent payments: $60m (coming back from $XXXX dividend) Think remaining worth $500m (half currently on market/under contract) - XX cap Need $310m net after dividend comes out to break even - XX cap" [X Link](https://x.com/kingdomcapadv/status/1995954362410225905) 2025-12-02T20:32Z 11.3K followers, 17K engagements "Im sure $WISE and $RELY are terrified" [X Link](https://x.com/kingdomcapadv/status/1983215937483395308) 2025-10-28T16:55Z 11.3K followers, 3235 engagements "@violacapital How are you modeling the bank monetizing They get some $$ for a stake in the originator platform and sell majority of the receivables" [X Link](https://x.com/kingdomcapadv/status/1990905389127528755) 2025-11-18T22:10Z 11.3K followers, XXX engagements "Were five years removed from being able to buy $DDS for less than $XX. Paying a $XX dividend this year" [X Link](https://x.com/kingdomcapadv/status/1991623254935761102) 2025-11-20T21:42Z 11.3K followers, 11.6K engagements "Plenty of high yielding stuff out there with hair often make poor longs b/c distress. What's some 10%+ yield today that's misunderstood by market Will accept equity/pref/debt ideas. For example I've been pretty vocal on $UNTC kind of expect a $AMBP or $BW pref submission" [X Link](https://x.com/kingdomcapadv/status/1964056201613762836) 2025-09-05T20:01Z 11.3K followers, 7784 engagements "@JulianKlymochko Theres $3m inside $PFX" [X Link](https://x.com/kingdomcapadv/status/1974653942245257468) 2025-10-05T01:52Z 11.3K followers, 3041 engagements "If markets were efficient one might expect $AIV to trade down from $XXXX yesterday by $XXXX less some 0-20% bump to account for investors dodging the dividend for tax purposes and getting back in. Instead stock now down more than dividend" [X Link](https://x.com/kingdomcapadv/status/1978881499656081658) 2025-10-16T17:51Z 11.3K followers, 3581 engagements "Is it finally $AIV time" [X Link](https://x.com/kingdomcapadv/status/1979157148035682367) 2025-10-17T12:06Z 11.3K followers, 4137 engagements "Looks like $AKA hit a speedbump getting supply out of China in Q3 low inventory driving a small sales decline. Management confirms Q4 has returned to growth. On the plus side they bought back XX% of the float in Q3:" [X Link](https://x.com/kingdomcapadv/status/1986190826238533704) 2025-11-05T21:56Z 11.3K followers, 2985 engagements "Kind of impressed $AMR just punted on discussing 2026 contracting" [X Link](https://x.com/kingdomcapadv/status/1986417791776280727) 2025-11-06T12:58Z 11.3K followers, 4915 engagements "Taking a look at the low end of the $AIV liquidation range for those following" [X Link](https://x.com/kingdomcapadv/status/1988820800221347889) 2025-11-13T04:06Z 11.3K followers, 9912 engagements "Refining $AIV for those that care: $X a share coming from Brickell path to close now laid out. So low end of range is $3.75*150 = $562m value Lets say $90m NOI ($788m debt) plus 34th which we mark at $30m ($18m expected NOI $XXX remining debt/development costs so XX% cap rate X years out) Preferred and development pipeline cancel each other out (150m each) Remaining cash/notes/investments cancelled by other liabilities and placeholder for wind down costs (180m each in total) and this includes stuff like the fake $33m mezz liability So ($90m *94% (property management) / cap rate) -$788 = $532" [X Link](https://x.com/kingdomcapadv/status/1988997384127299810) 2025-11-13T15:48Z 11.3K followers, 7529 engagements "Especially with the recent recovery appears $UNFI is trading with a basket of SNAP-impacted securities despite very little actual exposure to the program" [X Link](https://x.com/kingdomcapadv/status/1988713917829238976) 2025-11-12T21:02Z 11.3K followers, 3822 engagements "At $XX $UNFI is a $2.4B market cap $1.8B net debt. FY26 guide takes that to $1.5B likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m midpoint. I still think you're paying under 5.5x here" [X Link](https://x.com/kingdomcapadv/status/1981003086136287288) 2025-10-22T14:21Z 11.3K followers, 18.9K engagements "At $XX $UNFI is a $2.1B market cap $1.8B net debt. FY26 guide takes that to $1.5B likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m" midpoint. I still think you're paying 5x here" [X Link](https://x.com/kingdomcapadv/status/1990497665256501355) 2025-11-17T19:09Z 11.3K followers, 27K engagements "To get in front of the ongoing DMs: No I don't know why $UNFI is down. Maybe people are jumpy before earnings No I have no reason to think they would set up an earnings report before an investor day and wildly disappoint. Yes I thought the guidance was conservative" [X Link](https://x.com/kingdomcapadv/status/1995564092728508911) 2025-12-01T18:42Z 11.3K followers, 11.7K engagements "What I assume it feels like to bet against $UNFI and Matteo Tarditi" [X Link](https://x.com/kingdomcapadv/status/1995826104569852175) 2025-12-02T12:03Z 11.3K followers, 2740 engagements "$105m Y/Y cash flow improvement XX% EBITDA growth Y/Y No ongoing weakness to call out from cyber attack Looks like $UNFI was fine after all" [X Link](https://x.com/kingdomcapadv/status/1995827638191964348) 2025-12-02T12:09Z 11.3K followers, 9863 engagements "Sell-side coverage on $UNFI is pathetic. Take CFRA's updated numbers this week which appear to be modeling an annual cyber attack in Q4 going forward ()" [X Link](https://x.com/kingdomcapadv/status/1996320499962359843) 2025-12-03T20:47Z 11.3K followers, 5857 engagements "@marginofdanger @ACapitalLP @stockspinoffss Realized IRR doing a lot of lifting here when they ignore taxes on the Fortegra deal. Don't disagree they've done a decent job but the overhead & inefficient tax approach has destroyed a lot of otherwise good execution" [X Link](https://x.com/kingdomcapadv/status/1998108877938651345) 2025-12-08T19:14Z 11.3K followers, XXX engagements
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@kingdomcapadv Kingdom CapitalKingdom Capital posts on X about $unfi, $aiv, debt, dividend the most. They currently have XXXXXX followers and 1571 posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance cryptocurrencies stocks countries currencies
Social topic influence $unfi #3, $aiv, debt #1778, dividend, $562m #1, $90m, $30m, 30m, $24b #11, market cap #934
Top accounts mentioned or mentioned by @stokedonwaves @valuedontlie @rhunterh @waterworldcapi1 @mrneutralman @fishtowncap @acapitallp @siyul @clarksquarecap @toffcap @marketplunger1 @realassetsvalue @taobanker @tradedollarnut @catapultcap @jay21 @leevalueroach @capitalfang @valuations @mfwarder
Top assets mentioned Unifi Protocol DAO (UNFI) Apartment Investment and Management Company (AIV) Wise (WISE) Remitly Global, Inc. Common Stock (RELY) Solana (SOL) Dillards Inc. (DDS) Ardagh Metal Packaging S.A. (AMBP) a.k.a. Brands Holding Corp. (AKA) Alpha Metallurgical Resources, Inc. (AMR)
Top posts by engagements in the last XX hours
"Hope to see some of you at $UNFI investor day"
X Link 2025-10-28T14:58Z 11.3K followers, 2550 engagements
"As we sit at $XX on $NLOP: End of Q3 cash: $40m Plus subsequent Q4 sales/vacancy/rent payments: $60m (coming back from $XXXX dividend) Think remaining worth $500m (half currently on market/under contract) - XX cap Need $310m net after dividend comes out to break even - XX cap"
X Link 2025-12-02T20:32Z 11.3K followers, 17K engagements
"Im sure $WISE and $RELY are terrified"
X Link 2025-10-28T16:55Z 11.3K followers, 3235 engagements
"@violacapital How are you modeling the bank monetizing They get some $$ for a stake in the originator platform and sell majority of the receivables"
X Link 2025-11-18T22:10Z 11.3K followers, XXX engagements
"Were five years removed from being able to buy $DDS for less than $XX. Paying a $XX dividend this year"
X Link 2025-11-20T21:42Z 11.3K followers, 11.6K engagements
"Plenty of high yielding stuff out there with hair often make poor longs b/c distress. What's some 10%+ yield today that's misunderstood by market Will accept equity/pref/debt ideas. For example I've been pretty vocal on $UNTC kind of expect a $AMBP or $BW pref submission"
X Link 2025-09-05T20:01Z 11.3K followers, 7784 engagements
"@JulianKlymochko Theres $3m inside $PFX"
X Link 2025-10-05T01:52Z 11.3K followers, 3041 engagements
"If markets were efficient one might expect $AIV to trade down from $XXXX yesterday by $XXXX less some 0-20% bump to account for investors dodging the dividend for tax purposes and getting back in. Instead stock now down more than dividend"
X Link 2025-10-16T17:51Z 11.3K followers, 3581 engagements
"Is it finally $AIV time"
X Link 2025-10-17T12:06Z 11.3K followers, 4137 engagements
"Looks like $AKA hit a speedbump getting supply out of China in Q3 low inventory driving a small sales decline. Management confirms Q4 has returned to growth. On the plus side they bought back XX% of the float in Q3:"
X Link 2025-11-05T21:56Z 11.3K followers, 2985 engagements
"Kind of impressed $AMR just punted on discussing 2026 contracting"
X Link 2025-11-06T12:58Z 11.3K followers, 4915 engagements
"Taking a look at the low end of the $AIV liquidation range for those following"
X Link 2025-11-13T04:06Z 11.3K followers, 9912 engagements
"Refining $AIV for those that care: $X a share coming from Brickell path to close now laid out. So low end of range is $3.75*150 = $562m value Lets say $90m NOI ($788m debt) plus 34th which we mark at $30m ($18m expected NOI $XXX remining debt/development costs so XX% cap rate X years out) Preferred and development pipeline cancel each other out (150m each) Remaining cash/notes/investments cancelled by other liabilities and placeholder for wind down costs (180m each in total) and this includes stuff like the fake $33m mezz liability So ($90m *94% (property management) / cap rate) -$788 = $532"
X Link 2025-11-13T15:48Z 11.3K followers, 7529 engagements
"Especially with the recent recovery appears $UNFI is trading with a basket of SNAP-impacted securities despite very little actual exposure to the program"
X Link 2025-11-12T21:02Z 11.3K followers, 3822 engagements
"At $XX $UNFI is a $2.4B market cap $1.8B net debt. FY26 guide takes that to $1.5B likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m midpoint. I still think you're paying under 5.5x here"
X Link 2025-10-22T14:21Z 11.3K followers, 18.9K engagements
"At $XX $UNFI is a $2.1B market cap $1.8B net debt. FY26 guide takes that to $1.5B likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m" midpoint. I still think you're paying 5x here"
X Link 2025-11-17T19:09Z 11.3K followers, 27K engagements
"To get in front of the ongoing DMs: No I don't know why $UNFI is down. Maybe people are jumpy before earnings No I have no reason to think they would set up an earnings report before an investor day and wildly disappoint. Yes I thought the guidance was conservative"
X Link 2025-12-01T18:42Z 11.3K followers, 11.7K engagements
"What I assume it feels like to bet against $UNFI and Matteo Tarditi"
X Link 2025-12-02T12:03Z 11.3K followers, 2740 engagements
"$105m Y/Y cash flow improvement XX% EBITDA growth Y/Y No ongoing weakness to call out from cyber attack Looks like $UNFI was fine after all"
X Link 2025-12-02T12:09Z 11.3K followers, 9863 engagements
"Sell-side coverage on $UNFI is pathetic. Take CFRA's updated numbers this week which appear to be modeling an annual cyber attack in Q4 going forward ()"
X Link 2025-12-03T20:47Z 11.3K followers, 5857 engagements
"@marginofdanger @ACapitalLP @stockspinoffss Realized IRR doing a lot of lifting here when they ignore taxes on the Fortegra deal. Don't disagree they've done a decent job but the overhead & inefficient tax approach has destroyed a lot of otherwise good execution"
X Link 2025-12-08T19:14Z 11.3K followers, XXX engagements
/creator/twitter::kingdomcapadv