# ![@leevalueroach Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1686253469584273408.png) @leevalueroach Lee Roach

Lee Roach posts on X about cash flow, flow, $pypl, lee the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1686253469584273408/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1686253469584273408/c:line/m:interactions.svg)

- [--] Week [---------] +45%
- [--] Month [---------] +101%
- [--] Months [----------] +231%
- [--] Year [----------] +33,949%

### Mentions: [--] [#](/creator/twitter::1686253469584273408/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1686253469584273408/c:line/m:posts_active.svg)

- [--] Week [---] +19%
- [--] Month [---] +100%
- [--] Months [---] +59%
- [--] Year [-----] +675%

### Followers: [------] [#](/creator/twitter::1686253469584273408/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1686253469584273408/c:line/m:followers.svg)

- [--] Week [------] +5.90%
- [--] Month [------] +48%
- [--] Months [------] +119%
- [--] Year [------] +9,896%

### CreatorRank: [------] [#](/creator/twitter::1686253469584273408/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1686253469584273408/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #7003 [stocks](/list/stocks)  #1897 [technology brands](/list/technology-brands)  23.48% [cryptocurrencies](/list/cryptocurrencies)  #3911 [celebrities](/list/celebrities)  2.27% [countries](/list/countries)  1.52% [social networks](/list/social-networks)  0.76% [exchanges](/list/exchanges)  0.76%

**Social topic influence**
[cash flow](/topic/cash-flow) #24, [flow](/topic/flow) #505, [$pypl](/topic/$pypl) #20, [lee](/topic/lee) #232, [company](/topic/company) #642, [market cap](/topic/market-cap) #43, [stocks](/topic/stocks) #2733, [ai](/topic/ai) 7.58%, [ceo](/topic/ceo) #434, [gold](/topic/gold) 6.82%

**Top accounts mentioned or mentioned by**
[@ichlerne2](/creator/undefined) [@mower20101](/creator/undefined) [@saiyaninvestor](/creator/undefined) [@cariloncapital](/creator/undefined) [@escargot4u](/creator/undefined) [@sumeet2692](/creator/undefined) [@compoundinglab](/creator/undefined) [@valuechad](/creator/undefined) [@grok](/creator/undefined) [@redactedaeon](/creator/undefined) [@nopaininvesting](/creator/undefined) [@biblapmatch](/creator/undefined) [@quatoofcapital](/creator/undefined) [@aesculapius1898](/creator/undefined) [@jonhenryholt](/creator/undefined) [@alexanderk21144](/creator/undefined) [@fiatelpis](/creator/undefined) [@tennee989999](/creator/undefined) [@dumbobservation](/creator/undefined) [@worstfund](/creator/undefined)

**Top assets mentioned**
[PayPal Holdings Inc (PYPL)](/topic/$pypl) [Bitcoin (BTC)](/topic/bitcoin) [Iris Energy Limited (IREN)](/topic/$iren) [Angi Inc. Class A Common Stock (ANGI)](/topic/$angi) [The GEO Group, Inc. (GEO)](/topic/$geo) [Adobe, Inc. (ADBE)](/topic/$adbe) [CoreCivic, Inc. (CXW)](/topic/$cxw) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [ODDITY Tech Ltd (ODD)](/topic/$odd) [Tempus AI, Inc. (TEM)](/topic/$tem)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@jeff_bilbro You are an English professor who is also an editor of articles or books Man those professions are toast man"  
[X Link](https://x.com/leevalueroach/status/2021590177441775965)  2026-02-11T14:20Z 16.5K followers, 10.7K engagements


"$40 billion market cap here. $37 billion enterprise value when you take into account long-term investments. $$5.5 billion free cash flow and $6 billion EBIT. Trading at like 6-7x cash flow. Guiding EPS down mid-single digits. Buying back stock. New CEO. Seems ok to me. Apparently these growth dorks have never bought a melting ice cube before. Usually works out ok if you don't overpay PayPal $PYPL looks interesting here. Stock down 20% on weak earnings. All these growth guys just puking up shares here after they bought this crap at 2% free cash flow yield years ago. Now bottom feeder value"  
[X Link](https://x.com/leevalueroach/status/2018718324150927408)  2026-02-03T16:08Z 16.5K followers, 147.4K engagements


"Software stocks are beginning to look like deep value"  
[X Link](https://x.com/leevalueroach/status/2020273555129167916)  2026-02-07T23:08Z 16.5K followers, 24.3K engagements


"S&P Global getting smoked too"  
[X Link](https://x.com/leevalueroach/status/2021214870457217435)  2026-02-10T13:29Z 16.5K followers, [----] engagements


"I just built an extensive financial model in [--] minutes using Claude. The marginal cost of a financial analyst just dropped to $100 bucks per month. Its never been so over for analysts"  
[X Link](https://x.com/leevalueroach/status/2021331893132652920)  2026-02-10T21:14Z 16.5K followers, 43.6K engagements


"Here is the setup. $475 million market cap. $114 million net cash position. A $360 million enterprise value. The core business generating somewhere between $50-70 million of free cash flow per year. A 14-20% free cash flow yield depending on how you spin it. PE firms buy companies like this for 8-10x cash flow. Valuation if the company is sold is somewhere near $400-700 million. Here is the kicker. Per the last quarterly report the company reported a net position in physical metals mostly gold of $239 million on the balance sheet. The CEO has been buying precious metals for year and stacking."  
[X Link](https://x.com/leevalueroach/status/2021633910887587890)  2026-02-11T17:14Z 16.5K followers, 18.8K engagements


"@JonhenryHolt I have no idea what any of this means haha"  
[X Link](https://x.com/leevalueroach/status/2021646561915416851)  2026-02-11T18:04Z 16.5K followers, [---] engagements


"I hunt extreme value in micro & nano capsespecially sub-$5 stocks at deep discounts to book. Low debt hated sectors concentrated bets. I want the most mispriced names the market ignores and Ill rotate fast when better opportunities appear"  
[X Link](https://x.com/leevalueroach/status/1953860849765916778)  2025-08-08T16:48Z 15.6K followers, [----] engagements


"$CXW slamming the buyback"  
[X Link](https://x.com/leevalueroach/status/1987894094186549462)  2025-11-10T14:44Z 15.9K followers, [----] engagements


"Whats your favorite short term idea heading into [----] Something that has an impending catalyst. Mine was $NVRI but that just played out. I want to do some research. Pitch me your ideas"  
[X Link](https://x.com/leevalueroach/status/1994877593284145641)  2025-11-29T21:14Z 16.3K followers, [----] engagements


"Value investors buying oil stocks"  
[X Link](https://x.com/leevalueroach/status/1998519375054385475)  2025-12-09T22:25Z 15.8K followers, 968.5K engagements


"What is your best investment idea for 2026"  
[X Link](https://x.com/leevalueroach/status/2006854041327091874)  2026-01-01T22:24Z 16.4K followers, 14K engagements


"Never understood why retail investors with minimal capital are buying mega cap stocks. You cant get an edge there. The informational advantage is in the tiny companies that no one is talking about"  
[X Link](https://x.com/leevalueroach/status/2012925912036135221)  2026-01-18T16:31Z 16K followers, 309K engagements


"@DarkfireCapital @DaBao_ @JohnHuber72 @Tintincapital What alcohol companies do you like here"  
[X Link](https://x.com/leevalueroach/status/2013028887316365783)  2026-01-18T23:21Z 15.9K followers, [--] engagements


"@mikealfred What stocks do you like in the space"  
[X Link](https://x.com/leevalueroach/status/2013360174832943603)  2026-01-19T21:17Z 16.4K followers, [----] engagements


"@elonmusk Bruh Your Grok AI thingy was removing clothes of thousands of women"  
[X Link](https://x.com/leevalueroach/status/2013659469230543143)  2026-01-20T17:06Z 15.8K followers, 133.3K engagements


"@lynch_legacy Why that one"  
[X Link](https://x.com/leevalueroach/status/2013997604472803347)  2026-01-21T15:30Z 15.8K followers, [---] engagements


"Cant get there on the valuation in a lot of these junior miners suggested here. Many are priced to perfection imo. One I saw was trading at 8.0x EBITDA based on silver at $95. More than a decade payback once you consider sustaining capex. A massive account mentioned that one. Said it had 6-8x upside from memory. So hes either underwriting silver at $250/ounce or doesnt know how to model. Who knows where metal prices go but the equity values of these have exploded upwards. Seems like too much risk to underwrite a lot of these names and theres quite a lot of individuals interested in the space"  
[X Link](https://x.com/leevalueroach/status/2014152585645560156)  2026-01-22T01:46Z 16K followers, 17.2K engagements


"Precious metals investors making 50% returns in just January alone"  
[X Link](https://x.com/leevalueroach/status/2014486258056376543)  2026-01-22T23:52Z 15.9K followers, 200.4K engagements


"Found a deeply boring family-owned business with no IR no calls and no sell-side coverage. It owns massive amounts of hidden land. Trades at a trough multiple. Just went through a once-in-a-decade weather hit. At todays price youre buying the real estate and getting the operating business for free. See link in bio. Wrote it up. https://twitter.com/i/web/status/2016187218587431289 https://twitter.com/i/web/status/2016187218587431289"  
[X Link](https://x.com/leevalueroach/status/2016187218587431289)  2026-01-27T16:31Z 15.6K followers, 12.2K engagements


"My gold price target is $50000/oz. Global debt: $345 trillion. Gold ever mined: [---] billion oz. $345T 6.6B = $52k per ounce. Thats the price where gold actually balances the books. Another 10x to go and we hit my gold price target"  
[X Link](https://x.com/leevalueroach/status/2016363171267723699)  2026-01-28T04:10Z 15.9K followers, 195.3K engagements


"How she looks at you when she finds out you own [-----] ounces of gold"  
[X Link](https://x.com/leevalueroach/status/2016867292655616156)  2026-01-29T13:33Z 15.9K followers, [----] engagements


"Finding a lot of interesting companies that have gold or silver on their balance sheet and since they havent reported Q4 earnings the value hasnt been mark to marketed by the financial market yet. Should see a lot of these companies EPS increase as other income goes up once they report from gain on gold and silver holdings. https://twitter.com/i/web/status/2017205301380862185 https://twitter.com/i/web/status/2017205301380862185"  
[X Link](https://x.com/leevalueroach/status/2017205301380862185)  2026-01-30T11:56Z 15.9K followers, [----] engagements


"This is my quant"  
[X Link](https://x.com/leevalueroach/status/2017227023609892915)  2026-01-30T13:22Z 15.9K followers, 20.8K engagements


"Found a debt-free OTC cash shell trading below liquidation value. Negative EV ($1.5M). 0.8x book. Assets are basically cash + T-bills. CEO bought stock well above todays price and now controls most roles. Either a reverse merger a cash-back liquidation or the ice cube melts via SG&A. Classic net-net. High risk. High optionality. Definitely a trade not a marriage. Link in bio https://twitter.com/i/web/status/2017291229260640503 https://twitter.com/i/web/status/2017291229260640503"  
[X Link](https://x.com/leevalueroach/status/2017291229260640503)  2026-01-30T17:38Z 15.9K followers, [----] engagements


"The Bitcoin crowd is pretty pessimistic and upset. Time to buy some bitcoin"  
[X Link](https://x.com/leevalueroach/status/2018154078405062828)  2026-02-02T02:46Z 15.9K followers, [----] engagements


"Not buying $PYPL because it is not my style. I focus on microcaps. But love this price selloff and valuation here. I bet if you buy at $41 today you can get a nice quick flip. Tweeting this to see how good I am at "theoretically" flipping large cap dog shit $40 billion market cap here. $37 billion enterprise value when you take into account long-term investments. $$5.5 billion free cash flow and $6 billion EBIT. Trading at like 6-7x cash flow. Guiding EPS down mid-single digits. Buying back stock. New CEO. Seems ok to me. Apparently $40 billion market cap here. $37 billion enterprise value"  
[X Link](https://x.com/leevalueroach/status/2018747258720878929)  2026-02-03T18:03Z 15.9K followers, 16.6K engagements


"Growth at any price goobers will buy $PYPL at 0% free cash flow yield. But when free cash flow yield is at 16% the company is repurchasing shares in size and stock is near all time lows they puke panic and shake uncontrollably and refuse to touch the stock. Growth at any price goobers have never experience the pain of buying a television broadcaster with $300 million market cap $7 billion of debt and the stock falling 40% in a single day. https://twitter.com/i/web/status/2018772975395148181 https://twitter.com/i/web/status/2018772975395148181"  
[X Link](https://x.com/leevalueroach/status/2018772975395148181)  2026-02-03T19:45Z 16.3K followers, 13.5K engagements


"@PronkDaniel lol is this the $PYPL analysts"  
[X Link](https://x.com/leevalueroach/status/2018831246294659073)  2026-02-03T23:37Z 15.8K followers, [----] engagements


"@AlexanderK21144 Oh did they really I dont really follow the company. Just like when people freak out"  
[X Link](https://x.com/leevalueroach/status/2018831451660169626)  2026-02-03T23:38Z 16K followers, [---] engagements


"If Im looking at $PYPL then you know its in the absolute dumps. Because I only look at dogshit trash companies"  
[X Link](https://x.com/leevalueroach/status/2018847256070197409)  2026-02-04T00:41Z 16.2K followers, [----] engagements


"As a deep value trash diver news on $PYPL cutting costs and selling themselves to PE is music to my ears. I wish my entire portfolio would do this exact playbook. Almost every company I own has no reason to exist. They need to be sold and capital returned so I can recycle that into more trash. The growth hog mindset of buying assets at 0.005% free cash flow yield just had an aneurysm and ruined their trousers thinking about this. $PYPL hiring a HP guy is a signal that they're going to get skinned alive for their assets. They might be advertising themselves to PE firms who wants to take this"  
[X Link](https://x.com/leevalueroach/status/2019040293975126307)  2026-02-04T13:28Z 16.2K followers, 13.5K engagements


"@jfjgfjk What do you think new CEO does"  
[X Link](https://x.com/leevalueroach/status/2019065597363912942)  2026-02-04T15:08Z 15.8K followers, [----] engagements


"Your name just got flagged in the buys growth stocks at a 1% free cash flow yield and calls it investing database multiple times"  
[X Link](https://x.com/leevalueroach/status/2019070227221242179)  2026-02-04T15:27Z 15.9K followers, [----] engagements


"Dude who sells fleshlights is now the expert on $PYPL. These are the growth guys us value rodents are competing against. @leevalueroach Imagine a company that makes [--] billion in profit a year but lights it all on fire and will forever and which will never issue a dividend. How much is it worth @leevalueroach Imagine a company that makes [--] billion in profit a year but lights it all on fire and will forever and which will never issue a dividend. How much is it worth"  
[X Link](https://x.com/leevalueroach/status/2019091861780988199)  2026-02-04T16:53Z 15.9K followers, [----] engagements


"@FinPlan_CPA Ok whats its worth How much free cash flow are you modeling they will do in 2028"  
[X Link](https://x.com/leevalueroach/status/2019169008109396017)  2026-02-04T21:59Z 15.9K followers, [----] engagements


"@CYinvest How much free cash flow will they generate in [----] or 2029"  
[X Link](https://x.com/leevalueroach/status/2019169262422647049)  2026-02-04T22:00Z 16.1K followers, [----] engagements


"@FinPlan_CPA A CPA and CFP can't model out his expectations on this company and try to ballpark what free cash flows will be"  
[X Link](https://x.com/leevalueroach/status/2019174454144741646)  2026-02-04T22:21Z 15.9K followers, [----] engagements


"Davids best investment idea is T Bills Dudes cost of capital is like 3%. Id rather put all my money in a silly gold pet rock that a debt obligation that yields low single digits thats about to get obliterated by inflation. @leevalueroach T bills $VOO - anything other than dead money residual value for [--] years @leevalueroach T bills $VOO - anything other than dead money residual value for [--] years"  
[X Link](https://x.com/leevalueroach/status/2019207517403066752)  2026-02-05T00:32Z 15.5K followers, [--] engagements


"@FiatElpis Do you need terminal value if it cash flows the valuation in six years"  
[X Link](https://x.com/leevalueroach/status/2019207692624228601)  2026-02-05T00:33Z 15.9K followers, [----] engagements


"@RedactedAeon $2bn of EBITDA you say How much stock comp Whats capex"  
[X Link](https://x.com/leevalueroach/status/2019249281010651227)  2026-02-05T03:18Z 15.9K followers, [---] engagements


"Most of analysis on X: Stock up 40%: Generational compounder. Elite management. Infinite TAM. Stock down 40%: Fraud. Zero moat. Going to zero. Almost nobody opens the financials. They just reverse-engineer a narrative from the chart"  
[X Link](https://x.com/leevalueroach/status/2019381745112740103)  2026-02-05T12:05Z 15.9K followers, 23K engagements


"@StoneToldSteve I make 10% positions companies with real assets trading below cash. PayPal is way out of my circle of competence but its worth a small swing here imo"  
[X Link](https://x.com/leevalueroach/status/2019395225333166358)  2026-02-05T12:58Z 15.9K followers, [---] engagements


"Google is down 4% premarket. Bitcoin is death spiraling. PayPal is down 80% in five years. How will this impact the net nets I bought under the value of the cash on their balance sheet Im literally hyperventilating"  
[X Link](https://x.com/leevalueroach/status/2019396570689782003)  2026-02-05T13:03Z 16.3K followers, [----] engagements


"@kamikazecash Yeah a look at PayPal. They are guiding to $6 billion of free cash flow in [----] and $6 billion of share repurchases. The cash flow yield is double digits. And people are freaking out because it is "dying". I am not sure what dying means in this context"  
[X Link](https://x.com/leevalueroach/status/2019419299035910362)  2026-02-05T14:34Z 15.9K followers, [----] engagements


"@Escargot4U @saiyaninvestor @IchLerne2 @elonmusk Have you ever seen acquisitions that worked"  
[X Link](https://x.com/leevalueroach/status/2019439913360314653)  2026-02-05T15:56Z 15.9K followers, [--] engagements


"@Sumeet2692 What are you even babbling about What part of the topline is messed up And what are you talking about the CFO doesn't get the buyback math They are guiding to $6 billion of buybacks. That is 100% of their free cash flow guide for 2026"  
[X Link](https://x.com/leevalueroach/status/2019441767850926465)  2026-02-05T16:03Z 15.9K followers, [----] engagements


"@Sumeet2692 Oh no a slight decline. Better run for the hills. Looks like they bought back $1.5 billion of stock in Q4. They generated $2.0 billion of cash so used most of their cash to buy back stock in the quarter. I don't think you know how to read financials buddy"  
[X Link](https://x.com/leevalueroach/status/2019442832986001563)  2026-02-05T16:07Z 15.9K followers, [----] engagements


"@Sumeet2692 What are you talking about Recaping the balance sheet You want them to lever up and buyback stock"  
[X Link](https://x.com/leevalueroach/status/2019444586905469160)  2026-02-05T16:14Z 15.9K followers, [---] engagements


"@weary_centurion How did management "lie" to shareholders What was the lie"  
[X Link](https://x.com/leevalueroach/status/2019444797119893547)  2026-02-05T16:15Z 15.9K followers, [---] engagements


"@CompoundingLab How is free cash flow not enough That is how you value businesses. The company is guiding to $6 billion of free cash flow for [----] and $6 billion of buybacks. Have they talked about acquisitions"  
[X Link](https://x.com/leevalueroach/status/2019456105995264464)  2026-02-05T17:00Z 15.9K followers, [----] engagements


"@Tennee989999 @CompoundingLab ok well they turned on a dividend in Q4"  
[X Link](https://x.com/leevalueroach/status/2019462400521511385)  2026-02-05T17:25Z 15.9K followers, [---] engagements


"Bitcoin is down because there are more sellers. Bitcoin will go back up when there are more buyers"  
[X Link](https://x.com/leevalueroach/status/2019497150644617432)  2026-02-05T19:43Z 15.9K followers, [----] engagements


"Amazon guiding to $200 billion of capex in [----]. Last year they generated $130 billion of cash from operations. For the first time in at least a decade Amazon will not generate free cash flow"  
[X Link](https://x.com/leevalueroach/status/2019532014555214314)  2026-02-05T22:02Z 15.9K followers, 19.2K engagements


"Whoops I don't know $IREN other than it is a bitcoin miner and now is transitioning to some AI thing. What I do know is their financials look like dogshit. $17 billion valuation. $392 million of cash from operations. $1.3 billion of capex. Every post on the stock is super bullish and I don't know $IREN other than it is a bitcoin miner and now is transitioning to some AI thing. What I do know is their financials look like dogshit. $17 billion valuation. $392 million of cash from operations. $1.3 billion of capex. Every post on the stock is super bullish and"  
[X Link](https://x.com/leevalueroach/status/2019556293690945565)  2026-02-05T23:38Z 15.9K followers, 23.9K engagements


"What is your best stock idea right now And why"  
[X Link](https://x.com/leevalueroach/status/2000963824623739157)  2025-12-16T16:18Z 16.4K followers, 14.4K engagements


"Lets start with the math. $19m market cap. $10m cash. No debt. Then the market missed a completed asset sale that added $8.6m of cash already received. Pro-forma cash: $18.9m Pro-forma EV: $355k Thats not a typo. The market is valuing the remaining land mineral interests royalties and corporate shell at $0. NAV moves into the low-$11s. Stock trades well below it. This isnt future upside. The value is already crystallized. The math just hasnt been forced into the filings yet. These are the setups that disappear once the numbers stop being optional reading I laid out the full math filings and"  
[X Link](https://x.com/leevalueroach/status/2014026545468170616)  2026-01-21T17:25Z 16.4K followers, 60.6K engagements


"PayPal $PYPL looks interesting here. Stock down 20% on weak earnings. All these growth guys just puking up shares here after they bought this crap at 2% free cash flow yield years ago. Now bottom feeder value guys like me are circling. Things are probably not as bad as these growth dummies think. https://twitter.com/i/web/status/2018715033065177511 https://twitter.com/i/web/status/2018715033065177511"  
[X Link](https://x.com/leevalueroach/status/2018715033065177511)  2026-02-03T15:55Z 16.4K followers, 65.9K engagements


"Nice comparison between $PYPL and $PLTR. This guy writes great analysis on deep value trash. If him and I are both looking at PayPal then you know the sewer rat value guys who only buy the worst absolute garbage have arrived. We will pick up the scraps that the growth hogs missed. $PYPL is down 84.5% over the past five years. Market cap is $39.0 billion. Free cash flow last year was $6.2 billion. Share buybacks totaled $6.1 billion. $PLTR is up 363.7% over the past five years. Market cap is $376.1 billion. Free cash flow last year was $449.6 million. Net $PYPL is down 84.5% over the past five"  
[X Link](https://x.com/leevalueroach/status/2019009274144244161)  2026-02-04T11:24Z 16.4K followers, 39.3K engagements


"PayPal $PYPL game plan if I was CEO: - fire all 20k employees besides [--] people. - slash SBC to zero (not a tech stock anymore) - Aggressively buy back stock - Issue PR with announcing strategic alternatives - refresh all of the board and pay them $50k - sell non-core assets and return capital - market entire company to PE and strategics - sell company for $60-80 - watch growth hogs cry who bought at $300 https://twitter.com/i/web/status/2019098280601301290 https://twitter.com/i/web/status/2019098280601301290"  
[X Link](https://x.com/leevalueroach/status/2019098280601301290)  2026-02-04T17:18Z 16.4K followers, 23.5K engagements


"I don't know $IREN other than it is a bitcoin miner and now is transitioning to some AI thing. What I do know is their financials look like dogshit. $17 billion valuation. $392 million of cash from operations. $1.3 billion of capex. Every post on the stock is super bullish and overhyped. Idk why people buy stuff like this when they can literally buy public companies trading under cash profitable and can just flip these. https://twitter.com/i/web/status/2019107373575745711 https://twitter.com/i/web/status/2019107373575745711"  
[X Link](https://x.com/leevalueroach/status/2019107373575745711)  2026-02-04T17:54Z 16.4K followers, 77.1K engagements


"Look at this guy. He is selling $PYPL who is pushing close to a 20% free cash flow yield and now his best ideas are $ODD a $1.7 billion enterprise value and $100 million of cash flow and $TEM some AI crap with $9.5 billion market cap and just incinerated $250 million of cash flow. Dude probably bought PayPal at $300 thinking the company was going to grow to infinity. This is who we are competing against. Growth hogs who want the next hot thing they can dump on someone for a higher price. There has never been a better time to be a value investor. $PYPL PORTFOLIO UPDATE & THOUGHTS I wont be"  
[X Link](https://x.com/leevalueroach/status/2019437452629340582)  2026-02-05T15:46Z 16.4K followers, 17K engagements


"I see Western Union trading at a 10% free cash flow yield. PayPal is close to 20% here. So if PayPal trades in line with Western Union at a 10% free cash flow yield that would put the price target at $70 per share. 84% upside. @leevalueroach Will soon trade in line with Western Union @leevalueroach Will soon trade in line with Western Union"  
[X Link](https://x.com/leevalueroach/status/2019442451262435578)  2026-02-05T16:06Z 16.4K followers, 24.6K engagements


"@JuanRodrig07 Hey Juan Why don't you call up management and ask them if their guide on EPS includes the buybacks"  
[X Link](https://x.com/leevalueroach/status/2019478950355821047)  2026-02-05T18:31Z 16.5K followers, [----] engagements


"Economy seems healthy JUST IN: Klarna-like buy now pay later may soon be available for Americans renting homes/apartments per CNBC. JUST IN: Klarna-like buy now pay later may soon be available for Americans renting homes/apartments per CNBC"  
[X Link](https://x.com/leevalueroach/status/2019814310030213596)  2026-02-06T16:43Z 16.4K followers, [----] engagements


"Can someone help me run some technical analysis on this stock"  
[X Link](https://x.com/leevalueroach/status/2019855284441600275)  2026-02-06T19:26Z 16.4K followers, 12.9K engagements


"PayPal $PYPL went from market darling to market punching bag. Narrative collapsed. Multiple compression. Everyone moved on. But underneath the chaos you still have massive free cash flow billions in buybacks and a core payments network touching hundreds of millions of users. Sometimes deep value is just yesterdays growth stock after sentiment breaks. https://twitter.com/i/web/status/2020582017717444918 https://twitter.com/i/web/status/2020582017717444918"  
[X Link](https://x.com/leevalueroach/status/2020582017717444918)  2026-02-08T19:34Z 16.4K followers, 14.8K engagements


"This Transocean and Valaris all stock merger reminds me of when Tidewater started acquiring OSV vessels to tighten up the market. Same thing will happen here. Noble is probably a buy here"  
[X Link](https://x.com/leevalueroach/status/2020856875437130058)  2026-02-09T13:46Z 16.4K followers, 13K engagements


"@QTRResearch $PYPL is spitting off cash flow. I usually only focus on microcaps given the lack of competition but this looks too good here. Reminds me of Meta a few years ago when that got too cheap"  
[X Link](https://x.com/leevalueroach/status/2020971073572045205)  2026-02-09T21:20Z 16.5K followers, [----] engagements


"@jollyjim55 What will disrupt them"  
[X Link](https://x.com/leevalueroach/status/2021067686432702677)  2026-02-10T03:44Z 16.4K followers, [----] engagements


"@CarilonCapital Whats the downside here"  
[X Link](https://x.com/leevalueroach/status/2021067753025675573)  2026-02-10T03:44Z 16.4K followers, [----] engagements


"@RagweedCapital Yes it sucks when you buy it as a flip and then it 10x"  
[X Link](https://x.com/leevalueroach/status/2021421069505286330)  2026-02-11T03:08Z 16.4K followers, [---] engagements


"Watched some SeeDance [---] videos today. High quality realistic AI videos are here. You can prompt a video with a single sentence and it looks real. Anyone in the advertising or marketing industry is now in the horse and buggy industry. The marginal cost to create a video has dropped to $1.00. Anyone can build an ad with a single prompt. All of these fake marketing jobs are about to go poof"  
[X Link](https://x.com/leevalueroach/status/2021724799744025064)  2026-02-11T23:15Z 16.4K followers, [----] engagements


"Im finding dollars for fifty cents all over in the microcap space right now. I think theres more opportunity in this space today than any other time in history because theres an infinite amount of places to put your money. Most young guys I know are doing options sports betting and crypto. You tell them you are buying companies trading under the cash on the balance sheet and they gloss over. Perfect time to be a value investor"  
[X Link](https://x.com/leevalueroach/status/2014346667089367290)  2026-01-22T14:37Z 16.5K followers, 56.8K engagements


"In search of a nano-cap company that sells jewelry. Who the market forgot about. And not given the rise of gold and silver the inventory is now worth substantially more than the market cap"  
[X Link](https://x.com/leevalueroach/status/2016923149858726357)  2026-01-29T17:15Z 16.5K followers, 19.6K engagements


"I just wrote up one of the craziest companies I have found. A $67k market cap. $3.5 million of gold and silver on the balance sheet. Very little liabilities. Fascinating story that should be a Netflix documentary. If the issues are ever resolved and capital is returned could be a multi-bagger. Stock def has some hair. Probably more hair than is on my head. https://twitter.com/i/web/status/2018335680288506208 https://twitter.com/i/web/status/2018335680288506208"  
[X Link](https://x.com/leevalueroach/status/2018335680288506208)  2026-02-02T14:48Z 16.5K followers, 33K engagements


"There should be a rule that if a deep value industrial trades below liquidation value for years every director gets zero comp zero options no buybacks no bonuses and has to personally reimburse shareholders for every bullshit strategy deck and golf-course offsite while a cash-flowing factory gets priced like scrap metal. https://twitter.com/i/web/status/2018528094022246887 https://twitter.com/i/web/status/2018528094022246887"  
[X Link](https://x.com/leevalueroach/status/2018528094022246887)  2026-02-03T03:32Z 16.5K followers, [----] engagements


"Lmaooo $PYPL is a dying company This noob has never bought newspaper companies at 0.1x book with revenues falling 25%. Hes never bought radio companies losing 15% market share to Meta every quarter. Hes never bought Television broadcasters who would be toast without retransmission consent revenue. You think PayPal is dying You dont know a thing about dying companies. Stay in your lane growth hog. @leevalueroach I dont think it's that simple. Margins dropping user activity dropping. They are going to buy back [--] billion in shares but EPS will be flat to down in [----] This truly looks like a"  
[X Link](https://x.com/leevalueroach/status/2018854050163306871)  2026-02-04T01:08Z 16.5K followers, 36.3K engagements


"Asking some random guy how much free cash flow $IREN will generate after he told me I was looking at the stock in the wrong way. Not only is he not modeling out cash flows but he couldn't even ballpark it. Not sure how retail is valuing these companies other than hopes and dreams that they can sell to others at a higher price. Would love to see a model here. https://twitter.com/i/web/status/2019186555458290094 https://twitter.com/i/web/status/2019186555458290094"  
[X Link](https://x.com/leevalueroach/status/2019186555458290094)  2026-02-04T23:09Z 16.5K followers, 18.4K engagements


"@Slimvalue Bad results"  
[X Link](https://x.com/leevalueroach/status/2021225715518074930)  2026-02-10T14:12Z 16.5K followers, [--] engagements


"@NoPainInvesting Not sure if they will do that. I think the CEO has some screws loose"  
[X Link](https://x.com/leevalueroach/status/2021257907442991270)  2026-02-10T16:20Z 16.5K followers, [----] engagements


"I dont think I would ask Mark Yusko anything about investing given his performance. I once asked @MarkYusko what separates the absolute best [--] investors from the top 1% globally. His answer: "They cut their losers faster than anyone and they press their winners harder than anyone." I once asked @MarkYusko what separates the absolute best [--] investors from the top 1% globally. His answer: "They cut their losers faster than anyone and they press their winners harder than anyone.""  
[X Link](https://x.com/leevalueroach/status/1972618132050378984)  2025-09-29T11:03Z 16.5K followers, [----] engagements


"@your_margin Ok well not it is at $40 consider that"  
[X Link](https://x.com/leevalueroach/status/2019099390884102235)  2026-02-04T17:23Z 16.5K followers, [----] engagements


"Reading $PYPL comments on Seeking Alpha. They are hilarious. The company literally generated $2 billion of free cash flow in Q4 alone and $6.4 billion in full year [----]. I don't see how this is a dying company"  
[X Link](https://x.com/leevalueroach/status/2019418367367737569)  2026-02-05T14:30Z 16.5K followers, 10.2K engagements


"Trump just endorsed the Nexstar Media/TEGNA merger. You simply do not own enough dying media companies"  
[X Link](https://x.com/leevalueroach/status/2020162796982239630)  2026-02-07T15:48Z 16.5K followers, [----] engagements


"@DumbObservation You buying any"  
[X Link](https://x.com/leevalueroach/status/2021215377724723527)  2026-02-10T13:31Z 16.5K followers, [---] engagements


"Agree. You make your money back in essentially 6-7 years and underwriting at zero terminal value here. Guidance isn't even bad imo. Bad if you were buying at $300 but at $40 no. Company will hammer the buyback and new CEO is likely to cut costs. I could see some offers coming in too. https://twitter.com/i/web/status/2021255699456557479 https://twitter.com/i/web/status/2021255699456557479"  
[X Link](https://x.com/leevalueroach/status/2021255699456557479)  2026-02-10T16:11Z 16.5K followers, [----] engagements


"How is this: Chapter [--] Prologue Long before memory before the first Terran spark rose from ocean and stone there were the Alcaniz. They did not conquer. They cultivated. Across the galactic plain they drifted like patient gardeners scattering genetic seeds into young worlds tuning atmospheres nudging evolution with hands unseen. To emerging civilizations they were myth. To the stars themselves they were custodians of balance. And then without war or warning they vanished. Their citadels dimmed. Their orbital rings fell silent. Entire constellations waited for a voice that never returned. The"  
[X Link](https://x.com/leevalueroach/status/2021612044445725047)  2026-02-11T15:47Z 16.5K followers, [--] engagements


"If I was the new CEO of $PYPL I would do the Elon Musk Twitter strategy. Fire 90% of the tech smucks working there and cash flow this thing. Buy back as much stock as possible and then approach Elon and offer to sell it back to him on the cheap. Then Elon can stuff more of his non-cash flowing crap into the $PYPL shell. https://twitter.com/i/web/status/2018797261283893572 https://twitter.com/i/web/status/2018797261283893572"  
[X Link](https://x.com/leevalueroach/status/2018797261283893572)  2026-02-03T21:22Z 16.5K followers, 16.1K engagements


"Subprime porn lending just dropped. BREAKING: Americans will soon be able to use Klarnas buy now pay later option to subscribe to OnlyFans https://t.co/cDK3Z01NMJ BREAKING: Americans will soon be able to use Klarnas buy now pay later option to subscribe to OnlyFans https://t.co/cDK3Z01NMJ"  
[X Link](https://x.com/leevalueroach/status/2020241995973947494)  2026-02-07T21:03Z 16.5K followers, 47.3K engagements


"@convexititties I never said I was long this $ANGI. Where did you see me post that"  
[X Link](https://x.com/leevalueroach/status/2021628744549708053)  2026-02-11T16:53Z 16.5K followers, [----] engagements


"$ECRO appears to be mooning as deep value investors realize they can own a coal mine for free"  
[X Link](https://x.com/leevalueroach/status/1982857659440394600)  2025-10-27T17:11Z 16.5K followers, [----] engagements


"Give me a list of junior miners to buy. Looking for gold and silver miners. Feel like a basket of junior miners here could print. Dont know the space and want to get caught up"  
[X Link](https://x.com/leevalueroach/status/2013756945220485166)  2026-01-20T23:34Z 16.5K followers, 94.7K engagements


"Dont understand by people with minimal capital are focusing on $NVDA or anything like that. Plenty of great ideas that no one else is talking about. You guys like competing with the smartest minds I dont"  
[X Link](https://x.com/leevalueroach/status/2018467840437657977)  2026-02-02T23:33Z 16.5K followers, [----] engagements


"I just got this email in my inbox. Is this dude really pumping $ECRO here Incredible"  
[X Link](https://x.com/leevalueroach/status/2019464643287077270)  2026-02-05T17:34Z 16.5K followers, [----] engagements


"The "always invert" quote is the most overused Munger quote in existence that holdco guys doing 6% annualized returns use to justify for overpaying for some dumb company. Here is a better quote "buy cheap fucking stocks that no one else wants to own and don't care what other people are buying because you can do your own research and form an independent opinion on valuation" @leevalueroach Insert whatever investor you admire most the point is the same. Always invert instead of asking why whoever is buying X ask why he isnt buying Y. Once you go through that exercise you often realize that your"  
[X Link](https://x.com/leevalueroach/status/2021291151400301005)  2026-02-10T18:32Z 16.5K followers, [----] engagements


"@SharestepAI I want it free for [----] days"  
[X Link](https://x.com/leevalueroach/status/2021335437667860562)  2026-02-10T21:28Z 16.5K followers, [----] engagements


"This is my favorite kind of stock chart. I call it Wall Street Shits Blood Because of an EPS Miss. These are charts you pay attention to. These are charts you take advantage. These are deep value hog charts"  
[X Link](https://x.com/leevalueroach/status/2021373266846499106)  2026-02-10T23:58Z 16.5K followers, 122.8K engagements


"$GEO is way oversold here imo. Weaker guidance in [----] than market was expecting. Stock down 12% today and almost 50% in a year. The company will continue to execute and win long term contracts. $1.8 billion market cap. $69 million of cash. $1.5bn of debt per management commentary. $3.2 bn enterprise value. $490-510mm of EBITDA for [----]. So around 6.3-6.5x EV/EBITDA. They did $464mm of EBITDA last year. And bought back 4.9mm shares at $90.6mm. They will continue to hammer the buyback. Looks too cheap here for irreplaceable assets. https://twitter.com/i/web/status/2021958350842257759"  
[X Link](https://x.com/leevalueroach/status/2021958350842257759)  2026-02-12T14:43Z 16.5K followers, [----] engagements


"@C0deT0Zer0 Not really. 3.0x debt to EBITDA and lowest in companys history. Look at how much debt they had five years ago and progress they made on it. Debt is also backed by a portfolio of real estate assets worth billions"  
[X Link](https://x.com/leevalueroach/status/2021962054069113239)  2026-02-12T14:58Z 16.5K followers, [---] engagements


"Levering up to buy a Chinese ADR that trades in the Cayman Islands at 3x below liquidation value. Either I triple my net worth or my wife triples her dating pool"  
[X Link](https://x.com/leevalueroach/status/1961193084596936809)  2025-08-28T22:24Z 16.5K followers, 11.3K engagements


"Whats the best special situations stock you guys like right now"  
[X Link](https://x.com/leevalueroach/status/2016716418977292574)  2026-01-29T03:33Z 16.5K followers, 19.9K engagements


"Of course thats your contention. Youre a first-year deep value investor. You just finished The Intelligent Investor think net-nets are a cheat code and youre tweeting P/B ratios like theyre scripture. Right now its all about Ben Graham "margin of safety" "cigar butts" you even printed out a checklist. Next month youll discover Klarman and start saying things like risk is not volatility in casual conversation. By fall youll hit Greenblatt run a Magic Formula screen and convince yourself youve reverse-engineered Buffetts brain. Next year youll be at an obscure value conference in Omaha pitching"  
[X Link](https://x.com/anyuser/status/1928542157746385218)  2025-05-30T20:00Z 16.5K followers, 545.2K engagements


"@yieldsearcher Major event You don't think the Fed cutting rates and indicating we are going to inflate debt away as a major event"  
[X Link](https://x.com/anyuser/status/1965094532351230297)  2025-09-08T16:47Z 16.5K followers, [----] engagements


"Pretty insane 8-K that $ANGI just filed. They fired [---] employees from AI efficiencies. The company estimates it will save them $70-80 million annually. These are pretty high paying jobs too. Around $200-220k salaries just whacked. Margins at companies are about to explode but many people will be unemployed. https://twitter.com/i/web/status/2013000643481305175 https://twitter.com/i/web/status/2013000643481305175"  
[X Link](https://x.com/leevalueroach/status/2013000643481305175)  2026-01-18T21:28Z 16.5K followers, 194.5K engagements


"What stocks are we buying that will benefit from this major southern winter storm"  
[X Link](https://x.com/leevalueroach/status/2013997039277822277)  2026-01-21T15:28Z 16.5K followers, [----] engagements


"I worked third shift in a factory since high school. Found a book at a local thrift store called The Intelligent Investor. Started reading 10-Ks on my lunch break waiting for my bandmates to show up for practice and on my free time. Launched a newsletter to cover cheap stocks no one was talking about. Quit my job just a few days ago to focus on this full time. This feels surreal. The internet is a powerful thing. Can't wait to see what kind of stocks I can uncover now that I am at this full time. https://twitter.com/i/web/status/2015600605645947170"  
[X Link](https://x.com/leevalueroach/status/2015600605645947170)  2026-01-26T01:40Z 16.5K followers, 125K engagements


"Here is the thing with $PYPL. It is trading around 6.0x free cash flow. The question to ask yourself will the company generate enough free cash flow in six years to cover the entire valuation And will there be some sort of terminal value after six years If so this is a really cheap stock. https://twitter.com/i/web/status/2019080737857646808 https://twitter.com/i/web/status/2019080737857646808"  
[X Link](https://x.com/leevalueroach/status/2019080737857646808)  2026-02-04T16:08Z 16.5K followers, 51.4K engagements


"This guy is saying you need terminal value at PayPal $PYPL to make money because of the volatility and risk of their business model. He also says he doesnt think they will be around in five years. Funny. When I look at the financials revenue is up cash from operations is up and free cash flow is up over the past five years. I dont really understand what these growth hogs are actually talking about. To me this doesnt look like a dying business. It looks like a thriving business thats prints cash. Ive invested in companies that were truly dying. No one underwrites that stuff. And none of them"  
[X Link](https://x.com/leevalueroach/status/2019258713962356860)  2026-02-05T03:56Z 16.5K followers, 35.7K engagements


"Deep value investing is buying a dollar for [--] cents. Sounds simple. But here's why most people can't do it: That [--] cent price tag comes with bad headlines falling charts and your friends thinking you're insane. The discount exists because of the pain. No pain no discount. https://twitter.com/i/web/status/2019901293804888370 https://twitter.com/i/web/status/2019901293804888370"  
[X Link](https://x.com/leevalueroach/status/2019901293804888370)  2026-02-06T22:29Z 16.5K followers, 11.9K engagements


"AI is destroying the moats of once great SaaS and tech companies. Tech and growth investors will soon flood towards companies that are capex hogs and own real assets"  
[X Link](https://x.com/leevalueroach/status/2020620636683452834)  2026-02-08T22:07Z 16.5K followers, [----] engagements


"All of the levered broadcasters like $GTN and $SSP should fly at the open tomorrow after Trump endorsed the $NXST and $TGNA merger. The de-consolidation play is back on. And we are about to be in a heavy political spending environment"  
[X Link](https://x.com/leevalueroach/status/2020696775846502854)  2026-02-09T03:10Z 16.5K followers, [----] engagements


"DeepValueGoblin walked into the market while Narrativemaxxers were AI-pitchdeckposting and instantly CLOCKED MAXIMUM MULTIPLE COPE The Growthcel PM went full AdjustedEPSmaxxing polishing NON-GAAP AURA and screenshotting green candles while the balance sheet got quietly SKULLMOGGED by rates dilution and stock-based-comp bleed Meanwhile DeepValueGoblin DEEPLOCKED IN reading call reports footnotes and proxy filings nobody touches farming TBV discounts insider bid signals and spin-off mispricings while liquiditycels rage-sold nano caps at 0.6x book No hype. No CNBC catalyst farming. Just"  
[X Link](https://x.com/leevalueroach/status/2020985806924513375)  2026-02-09T22:18Z 16.5K followers, [----] engagements


"I usually only look at microcaps because theres less competition. But Adobe $ADBE looks really cheap. Around a $109 billion enterprise value. Net cash. Ten times free cash flow. Growing like crazy. And insane margins. What am I missing here All of these high quality companies are getting blown out because people are terrified of AI. Seems overdone imo. https://twitter.com/i/web/status/2021044697406345238 https://twitter.com/i/web/status/2021044697406345238"  
[X Link](https://x.com/leevalueroach/status/2021044697406345238)  2026-02-10T02:12Z 16.5K followers, 74.8K engagements


"School for the most part is the biggest waste of time. Only serves to create cheap labor by preventing people from actually learning things"  
[X Link](https://x.com/leevalueroach/status/2021319699418485097)  2026-02-10T20:25Z 16.5K followers, [----] engagements


"http://x.com/i/article/2021356646232952832 http://x.com/i/article/2021356646232952832"  
[X Link](https://x.com/leevalueroach/status/2021357774941147278)  2026-02-10T22:57Z 16.5K followers, 28K engagements


"There are very few assets you hold for ten years if you are a deep value investor. Deep value stocks have a puff or two of value left. Once you hit that puff you flick it back into the trash where it belongs. These trash stocks are for flipping churning and burning. Thats it. You dont hold deep value crap. @leevalueroach Is your whole portfolio just a bunch a value traps that you hold for [--] years and never make any money @leevalueroach Is your whole portfolio just a bunch a value traps that you hold for [--] years and never make any money"  
[X Link](https://x.com/leevalueroach/status/2021416228741320936)  2026-02-11T02:49Z 16.5K followers, 11.2K engagements


"Amodei has a thought experiment I can't stop thinking about. Imagine it's [----]. A new country appears overnight. [--] million citizens every one smarter than any Nobel Prize winner who has ever lived. They think [--] to [---] times faster than any human. They never sleep. They can use the internet control robots direct experiments and operate anything with a digital interface. What would a national security advisor say Amodei says the answer is obvious: "the single most serious national security threat we've faced in a century possibly ever." https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/leevalueroach/status/2021431014539637227)  2026-02-11T03:48Z 16.5K followers, 10.9K engagements


"The new CEO of PayPal $PYPL has an insane comp package that is tied to the stock price. If the stock goes up he gets a massive payout. Here is the rundown. Base salary is $1.45M. Target cash bonus is 200% of salary roughly $2.9M. Total cash comp is about $4.3M. Thats not where the upside is. The real pay is equity. He gets $20M in make-whole RSUs vesting over three years about $33M in [----] annual equity and a $22M target package lined up for [----]. But the key piece is the one-time $25M Stock Price PSU grant. This award pays based purely on stock performance over a [--] to [--] year window: +60%"  
[X Link](https://x.com/leevalueroach/status/2021650422641971568)  2026-02-11T18:19Z 16.5K followers, 71K engagements


"PayPal is top six most visited website this month and you goofies are underwriting that its dying. Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m [--]. CashApp - 22.3m [--]. Venmo - 20.2m [--]. DraftKings - 18.8m [--]. Zelle - 14.5m Notice something 👀 Top [--] visited financial websites this month: [--]. Yahoo Finance - 65.4m [--]. Robinhood - 40.9m [--]. Polymarket - 38.4m [--]. Coinbase - 29.7m [--]. Bank of America - 25.3m [--]. PayPal - 24.4m [--]. CashApp - 22.3m [--]. Venmo - 20.2m 9."  
[X Link](https://x.com/leevalueroach/status/2020485602664214632)  2026-02-08T13:11Z 16.5K followers, 64.2K engagements


"Good color here on $ADBE @leevalueroach Hey @leevalueroach I am in the e-commerce business. We pay for Adobe licenses for all employees. Right now I cant imagine canceling them and also I use it almost every single day. Recently a friend called who is also owns an e-commerce business. He lunched a new (1/2) @leevalueroach Hey @leevalueroach I am in the e-commerce business. We pay for Adobe licenses for all employees. Right now I cant imagine canceling them and also I use it almost every single day. Recently a friend called who is also owns an e-commerce business. He lunched a new (1/2)"  
[X Link](https://x.com/leevalueroach/status/2021190738843705556)  2026-02-10T11:53Z 16.5K followers, 13.7K engagements


"Going through $SPGI results. Stock is collapsing in pre-market trading. Down 16%. They are guiding to 6-8% revenue growth in [----]. EPS is slightly lower to $19.4-19.65. With a share price of $372 we get a P/E ratio around 19x. Still a rich valuation for a deep value investor like myself but I love selloffs like this. Probably worth a deeper dive. https://twitter.com/i/web/status/2021227480162464064 https://twitter.com/i/web/status/2021227480162464064"  
[X Link](https://x.com/leevalueroach/status/2021227480162464064)  2026-02-10T14:19Z 16.5K followers, 23K engagements


"I never ask why Buffett Icahn or Klarman is buying. Buffett is too big and hasn't been able to put any significant money to work besides in Treasuries. Icahn has massively underperformed via $IEP. Klarman has also had 4% annualized returns since [----]. He wrote a great book but damn. IMO you need to form your own opinions on valuations and ignore what giants in the industry are doing. @leevalueroach Whenever I see these situations I always first ask why isnt Buffett or Carl Icahn or Seth Klarman buying In the case of $PYPL I would say that payments is really not a great business mostly a race"  
[X Link](https://x.com/leevalueroach/status/2021277190936023274)  2026-02-10T17:36Z 16.5K followers, 22.3K engagements


"Few things to note from the $GEO earnings: 1) EPS looks much lower in [----] compared to [----]. [----] guide is $0.99-1.07. [----] EPS was $1.82. But we need to back out of the one-time asset sale of Lawton Correctional Facility in [----]. That generated a $232 million gain. Backing that asset sale out we get adjusted EBITDA in the $0.86 range for [----]. So for [----] EPS guide is higher. 2) Analysts estimates for [----] EPS was $1.27. So all of the models were anchored to this. EPS guide came in 20% lower than estimates. Stock is down 17%. Makes sense here. 3) But a lot of the future contracts are not"  
[X Link](https://x.com/leevalueroach/status/2021982554102833513)  2026-02-12T16:19Z 16.5K followers, [----] engagements


"The alcohol industry looks cheap. Volumes are flat to down sentiment is awful and everyone is extrapolating GLP-1s and sobriety culture forever. But - These brands throw off absurd cash - Pricing power still exists in spirits and premium beer - Marketing spend gets cut fast in downturns - Balance sheets are cleaner than people think Youre paying single-digit to low-teens multiples for global habits that have survived wars recessions and moral panics. This is what washed-out hated cash-generating industries look like right before they matter again."  
[X Link](https://x.com/leevalueroach/status/2013058537375597053)  2026-01-19T01:18Z 16.5K followers, 105K engagements


"Going through the $PYPL investor deck. They are guiding to $6 billion of adjusted free cash flow and $6 billion of repurchases. With a stock price of $40.77 and [---] million shares outstanding we have an equity value of $37.5 million. There is $8.0 billion of cash on the balance sheet $2.3 billion of short term investments and $4.3 billion of long-term investments. There is $9.9 billion of long-term debt. This gives us an enterprise value of $32.8 billion. Using the $6 billion of adjusted free cash flow we get a free cash flow yield on an equity basis of 16%. Using the $6 billion of free cash"  
[X Link](https://x.com/leevalueroach/status/2019423627041460348)  2026-02-05T14:51Z 16.5K followers, 76.6K engagements


"P/E is essentially worthless to look at here. All of these are extremely capital intensive industries. And Amazon is guiding to spending more capex this year than cash from operations. So they will have negative free cash flow. Probably one of the reasons why they trade at a P/E of [--] versus Walmart and Costco"  
[X Link](https://x.com/leevalueroach/status/2020988335590683009)  2026-02-09T22:29Z 16.5K followers, 10.8K engagements


"Moodys $MCO down 11% pre-market and almost 25% YTD. Need to dig in here. Superior business model and people absolutely losing their mind about AI"  
[X Link](https://x.com/leevalueroach/status/2021210617239990753)  2026-02-10T13:12Z 16.5K followers, 16.1K engagements


"Found a company that runs and HVAC business. $340 million enterprise value. Core business should do $50 million of free cash flow. But on their balance sheet as of last Q there was $280 million of metals mostly gold from my understanding. This could be worth $350-400 million when they report next. Crazy https://twitter.com/i/web/status/2021251777962647946 https://twitter.com/i/web/status/2021251777962647946"  
[X Link](https://x.com/leevalueroach/status/2021251777962647946)  2026-02-10T15:55Z 16.5K followers, 30K engagements


"Everything that I am reading is predicting that there will be white collar unemployment in numbers we cannot imagine due to AI. If this truly happens shorting office real estate is probably the move. And then housing in predominately white collar cities. If jobs are lost from AI we won't need offices and people will lose their homes because Americans suck at saving money"  
[X Link](https://x.com/leevalueroach/status/2021585681584124385)  2026-02-11T14:02Z 16.5K followers, 14.4K engagements


"It would be a huge vote of confidence if the management and board of PayPal $PYPL started buying stock in size in the open market. No more of this SBC crap"  
[X Link](https://x.com/leevalueroach/status/2021760507049541653)  2026-02-12T01:37Z 16.5K followers, 22.4K engagements


"At the current valuation for $PYPL you don't have to underwrite growth. In fact I don't even give a shit if there is growth or not. The company is trading at a high double digit free cash flow yield and hammering the buyback. Run this thing for cash. Never reinvest the capital into growth projects. Give me the cash back"  
[X Link](https://x.com/leevalueroach/status/2022055828618960948)  2026-02-12T21:10Z 16.5K followers, [----] engagements

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