# ![@lennygrover Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::46949424.png) @lennygrover Lenny Grover

Lenny Grover posts on X about debt, balance sheet, $googl, cash flow the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::46949424/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::46949424/c:line/m:interactions.svg)

- [--] Week [---] -87%
- [--] Month [-----] -24%
- [--] Months [------] -58%
- [--] Year [-------] +1,076%

### Mentions: [--] [#](/creator/twitter::46949424/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::46949424/c:line/m:posts_active.svg)

- [--] Week [--] no change
- [--] Month [--] -50%
- [--] Months [--] -31%
- [--] Year [---] +136%

### Followers: [---] [#](/creator/twitter::46949424/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::46949424/c:line/m:followers.svg)

- [--] Week [---] +0.21%
- [--] Month [---] +0.84%
- [--] Months [---] +5%
- [--] Year [---] +57%

### CreatorRank: undefined [#](/creator/twitter::46949424/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::46949424/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  48.6% [stocks](/list/stocks)  39.25% [cryptocurrencies](/list/cryptocurrencies)  15.89% [technology brands](/list/technology-brands)  11.21% [countries](/list/countries)  2.8% [social networks](/list/social-networks)  0.93% [fashion brands](/list/fashion-brands)  0.93% [celebrities](/list/celebrities)  0.93% [us election](/list/us-election)  0.93%

**Social topic influence**
[debt](/topic/debt) 10.28%, [balance sheet](/topic/balance-sheet) 8.41%, [$googl](/topic/$googl) 6.54%, [cash flow](/topic/cash-flow) #550, [money](/topic/money) 4.67%, [$dole](/topic/$dole) 4.67%, [strong](/topic/strong) 3.74%, [$senea](/topic/$senea) 3.74%, [$vlgea](/topic/$vlgea) 3.74%, [$fdp](/topic/$fdp) 3.74%

**Top accounts mentioned or mentioned by**
[@blondesnmoney](/creator/undefined) [@atelicinvest](/creator/undefined) [@thexcapitalist](/creator/undefined) [@jason](/creator/undefined) [@tlrufio](/creator/undefined) [@stealthqe4](/creator/undefined) [@vjfazzino](/creator/undefined) [@toffcap](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@jpsinvestments](/creator/undefined) [@fiercebeast](/creator/undefined) [@sharpeshark](/creator/undefined) [@thirdrailcap](/creator/undefined) [@jmihaljevic](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@edmoneys](/creator/undefined) [@nottigeranalyst](/creator/undefined) [@bluechip1](/creator/undefined) [@seawolfcap](/creator/undefined) [@ecommerceshares](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Dole, plc (DOLE)](/topic/$dole) [SpartanNash Co (SPTN)](/topic/$sptn) [Bitcoin (BTC)](/topic/bitcoin) [Adobe, Inc. (ADBE)](/topic/$adbe) [DoubleDown Interactive Co. Ltd. (DDI)](/topic/$ddi) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Coursera, Inc. (COUR)](/topic/$cour) [Tether (USDT)](/topic/tether) [USDC (USDC)](/topic/usdc) [Fartcoin (FARTCOIN)](/topic/fartcoin) [Innovative Industrial Properties, Inc. Common stock (IIPR)](/topic/$iipr) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Nexxen International Ltd. (NEXN)](/topic/$nexn) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni) [tBTC (TBTC)](/topic/$tbtc) [Newton Protocol (NEWT)](/topic/$newt) [AMERICAN ASSETS TRUST, INC. (AAT)](/topic/$aat) [Kite Realty Group Trust (KRG)](/topic/$krg) [Amphastar Pharmaceuticals, Inc. (AMPH)](/topic/$amph) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Costco Hot Dog (COST)](/topic/$cost) [Nextracker Inc. (NXT)](/topic/$nxt) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Gains (GAINS)](/topic/gains) [DisChain (DIS)](/topic/$dis) [Synapse (SYN)](/topic/synapse) [QuantumCore (QBS)](/topic/quantum) [Apple, Inc. (AAPL)](/topic/aapl) [Ethereum (ETH)](/topic/ethereum) [Tesla, Inc. (TSLA)](/topic/$tsla) [PT Telekomunikasi Indonesia (TLK)](/topic/$tlk)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Opened positions in $AAT & $KRG: REITs with high FFO yield covered dividends & quality assets. AAT stands to increase FFO (per CC) as it leases up [--] properties (La Jolla Commons [--] & One Beach Street). Debt is a concern but it seems serviceable for both even in a down market"  
[X Link](https://x.com/anyuser/status/1993088966808178939)  2025-11-24T22:46Z [---] followers, [----] engagements


"Added more $LIEN yesterday. It's still trading at a 20% discount to NAV despite strong credit performance to date and offering a high covered yield with low leverage. Opened $LIEN position today. Diversified portfolio of mostly 10+% yielding senior secured debt trading at a 20% discount to NAV. Low PIK interest % low leverage target; also low average borrower senior secured debt/EBITDA (1.4x). The big discount to NAV seems unjustified. Opened $LIEN position today. Diversified portfolio of mostly 10+% yielding senior secured debt trading at a 20% discount to NAV. Low PIK interest % low"  
[X Link](https://x.com/lennygrover/status/1990904855460745387)  2025-11-18T22:08Z [---] followers, [---] engagements


"Added more $DDI today another of my losers. It's a highly profitable cash flowing business with an EV near zero. It dropped because a selling shareholder did a secondary st $8. The company should have bought the block out of cash (but didn't). Opened a position in $DDI today. Like $GRVY was it's a highly profitable mobile gaming company valued at only slightly more than its net cash and investments. Their apps have good reviews and many downloads on both the Apple App Store and Google Play. https://t.co/1MMcZiH7Za Opened a position in $DDI today. Like $GRVY was it's a highly profitable mobile"  
[X Link](https://x.com/lennygrover/status/2001431189245079780)  2025-12-17T23:15Z [---] followers, [----] engagements


"Added to a long-term losing position today: $TZOO. Very low valuation. Also last Q they said they were getting a payback on marketing investments in one quarter. Subscription revenue recognition rules and immediate expensing of marketing costs makes GAAP results look bad"  
[X Link](https://x.com/lennygrover/status/2010839417926062190)  2026-01-12T22:20Z [---] followers, [----] engagements


"Added to one of my losing positions today: $EEFT. Very low P/E company with history of revenue growth. I thought it was cheap before and it has only gotten cheaper. I opened small positions in $EEFT and $AMPH today. $EEFT is cheap relative to its current earnings and cash flow and has been reducing share count with buybacks. It has a track record of both revenue and earnings growth that is likely to continue (as overall market-level spend I opened small positions in $EEFT and $AMPH today. $EEFT is cheap relative to its current earnings and cash flow and has been reducing share count with"  
[X Link](https://x.com/lennygrover/status/2011213043686920662)  2026-01-13T23:05Z [---] followers, [---] engagements


"Added a bit more $DDI yesterday. I still don't understand the valuation. Assuming Q4 roughly in line with Q3 accumulated net cash and investments should be roughly their market cap. And they have strong earnings power relative to their market cap as well. Added a bit more $DDI today at a slightly higher price. It is still quite cheap. The company should initiate a buyback as it has a very low EV despite despite generating strong earnings and cash flow. Added a bit more $DDI today at a slightly higher price. It is still quite cheap. The company should initiate a buyback as it has a very low EV"  
[X Link](https://x.com/lennygrover/status/2017616908237856807)  2026-01-31T15:12Z [---] followers, [----] engagements


"Well I definitely got $PYPL wrong. [----] forecast is weak. I'm curious what they will attribute the weakness to on the call and their strategy for addressing it. Added more $PYPL today. I don't understand the current valuation & bear case. Very low EV/FCF with + growth expected & cash used for large buybacks. Venmo & BNPL growing fast while recent bank application could improve margins. Added more $PYPL today. I don't understand the current valuation & bear case. Very low EV/FCF with + growth expected & cash used for large buybacks. Venmo & BNPL growing fast while recent bank application could"  
[X Link](https://x.com/lennygrover/status/2018673004369113137)  2026-02-03T13:08Z [---] followers, [----] engagements


"Am I the only one bullish on $FONR Cash and receivables less total liabilities accounts for a large share of their market cap they are consistently profitable annual revenue is up their P/B is [--] and their P/FCF is low"  
[X Link](https://x.com/lennygrover/status/1847339845255123392)  2024-10-18T18:11Z [---] followers, [---] engagements


"@ThirdRailCap I'm very glad they redeemed my FRG preferred stock ( $FRGAP ) at $25 when they took FRG private. It traded at a discount and had a fat yield. I guess I dodged a bullet. It was a small position"  
[X Link](https://x.com/lennygrover/status/1853185164441964862)  2024-11-03T21:19Z [---] followers, [---] engagements


"@JMihaljevic I bought $PSMT a while ago in part because I liked $COST but not the valuation. A little emerging market risk (and likely lower growth and total market size) in return for a valuation a value investor could like"  
[X Link](https://x.com/lennygrover/status/1855309118916993467)  2024-11-09T17:58Z [---] followers, [---] engagements


"@SFarringtonBKC @EdMoneys @thexcapitalist I looked at $COUR but they have a boatload (27M) of dilutive RSUs and options outstanding according to their most recent 10-Q Having that high a percentage of dilutive shares relative to its total capitalization is a red flag for me. https://www.sec.gov/ixdoc=/Archives/edgar/data/1651562/000165156224000058/cour-20240930.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1651562/000165156224000058/cour-20240930.htm"  
[X Link](https://x.com/lennygrover/status/1855318449041391750)  2024-11-09T18:36Z [---] followers, [--] engagements


"@nottigeranalyst I will have to experiment with NotebookLM for equity research. What types of questions is the system particularly good at responding to"  
[X Link](https://x.com/lennygrover/status/1855384194567839857)  2024-11-09T22:57Z [---] followers, [---] engagements


"What is the rationale for buying $MSTR It's a leveraged bag of BTC selling at a huge premium to the value of the BTC. Why not just buy BTC Its access to low cost debt to buy more BTC with no recourse to investors Seems like a very risky esoteric asset unworthy of the hype"  
[X Link](https://x.com/lennygrover/status/1855408343080116684)  2024-11-10T00:33Z [---] followers, [--] engagements


"@blue_chip1 Utility scale solar (i.e. my $FSLR position) has performed well over the last few years. I don't own $NXT but their recent performance also looks strong. There is a divergence between utility scale and residential solar (with increases in interest rates dampening resi demand)"  
[X Link](https://x.com/lennygrover/status/1855417054964126096)  2024-11-10T01:07Z [---] followers, [---] engagements


"@Jason I am surprised that #Tether has lasted as long as it has. Why would somebody who can pass KYC/AML use unaudited Tether instead of #USDC at the same par value Given recent WSJ reporting it may have (unsurprisingly) been used for nefarious activities"  
[X Link](https://x.com/lennygrover/status/1855709336598892583)  2024-11-10T20:29Z [---] followers, [--] engagements


"@blondesnmoney Congrats. I looked at $TAP as well given the low P/E. I couldn't get comfortable with the debt they had on a business that is subject to the whims of a fickle consumer--even for a small position. Maybe I'm just too risk averse"  
[X Link](https://x.com/lennygrover/status/1856765501378007127)  2024-11-13T18:26Z [---] followers, [---] engagements


"@TLRufio @StealthQE4 @VJFazzino I use the $SGOV and $BIL ETFs. The funds have relatively low fees are extremely liquid and can easily be traded from a normal brokerage account. I like that I can opportunistically pare my ETF positions to buy an attractively valued stock at any time"  
[X Link](https://x.com/lennygrover/status/1857056146420330628)  2024-11-14T13:41Z [---] followers, [--] engagements


"@VJFazzino @TLRufio @StealthQE4 I'm worried about the medium and long term effect of unsustainable US fiscal policy on long duration fixed income assets. I've thought about buying a small amount of longer duration TIPS but have just avoided duration to date"  
[X Link](https://x.com/lennygrover/status/1857060459255341271)  2024-11-14T13:58Z [---] followers, [--] engagements


"@Seawolfcap Also the tax code is regressive at the very high end of the income distribution. Dividend and long term capital gains rates significantly below those associated with earned income allow wealthy investors to pay lower rates than workers"  
[X Link](https://x.com/lennygrover/status/1857510567704924550)  2024-11-15T19:46Z [---] followers, [---] engagements


"@ecommerceshares There are some issues with $DIS: (1) debt from Fox acquisition (2) waning popularity of superhero movies (3) only so much they can raise average prices at their parks (+cyclicality and exposure to China in parks segment). Streaming has performed better than I expected though"  
[X Link](https://x.com/lennygrover/status/1857514099934114036)  2024-11-15T20:00Z [---] followers, [---] engagements


"I have followed Bitcoin and the crypto industry for years and appreciate you and $COIN trying to be good actors. But posting a chart like this without mentioning that money laundering is likely the "killer app" for stablecoins is a bit misleading. From a UN report "stablecoins such as USDT remain the cryptocurrency of choice of organized crime in East and Southeast Asia." From the WSJ "The federal government is investigating cryptocurrency company Tether for possible violations of sanctions and anti-money-laundering rules." etc."  
[X Link](https://x.com/lennygrover/status/1857561318615822428)  2024-11-15T23:08Z [---] followers, [---] engagements


".@StockJabber had an interesting short recommendation for $TDG today but didn't mention additive manufacturing at all (at least in the free email). That is the real disruption allowing many types of spare parts to be fabricated on demand to spec quite cheaply"  
[X Link](https://x.com/lennygrover/status/1859625381126385861)  2024-11-21T15:50Z [---] followers, [---] engagements


"I am wondering too. The downside seems limited-especially given that $MSTR issuing more common stock ATM underneath the debt. But there is risk (if BTC collapses completely) and given sky-high valuation premium to NAV for conversion and low/zero interest upside is speculative"  
[X Link](https://x.com/lennygrover/status/1859679803609170050)  2024-11-21T19:26Z [---] followers, [---] engagements


"@Jason I previously said $MSTR is doing to BTC what Archegos did to a few public stocks: borrow money to buy BTC pushing up the price then borrow against the (now more valuable) BTC to buy more BTC and repeat. Unlike Archegos it's transparent w/no deception. Still not sustainable"  
[X Link](https://x.com/lennygrover/status/1861109518429520323)  2024-11-25T18:07Z [---] followers, [---] engagements


"@BuffaloBillCo "Markets can remain irrational longer than you can remain solvent" - John Maynard Keynes. Two years ago I didn't think $GME would be worth nearly $13B Dogecoin's market cap would be higher than $F's and memecoin hype would dwarf the prior NFT bubble at the same time in 2024"  
[X Link](https://x.com/lennygrover/status/1861116172894183823)  2024-11-25T18:34Z [---] followers, [---] engagements


".@SenWarren Why aren't there congressional hearings on Synapse FinTechs and banks promised FDIC insurance on safe plain vanilla savings and transaction accounts. They don't know where the money went or who's owed what and some customers are being offered cents the dollar. 'I have no money': Thousands of Americans see their savings vanish in Synapse fintech crisis https://t.co/vIMEdzEbqC 'I have no money': Thousands of Americans see their savings vanish in Synapse fintech crisis https://t.co/vIMEdzEbqC"  
[X Link](https://x.com/lennygrover/status/1861186807607574926)  2024-11-25T23:14Z [---] followers, [--] engagements


"Actually it was the Bush tax cuts that were the biggest reason we swung to deficits during his presidency. We've never gotten back to a surplus since then. The full Bush-era tax cuts were the single biggest contributor to the deficit between [----] and [----] per the NYT. How did Washington go from surpluses in [----] to big deficits in [----] Mostly because of rising spending. https://t.co/fx6q0MzD7e How did Washington go from surpluses in [----] to big deficits in [----] Mostly because of rising spending. https://t.co/fx6q0MzD7e"  
[X Link](https://x.com/lennygrover/status/1861550390417801282)  2024-11-26T23:19Z [---] followers, [--] engagements


"@buccocapital $COUR had 29.5M outstanding RSUs and options per their last 10-K. They are heavily diluting shareholders with their share based compensation"  
[X Link](https://x.com/lennygrover/status/1862267943515496912)  2024-11-28T22:50Z [---] followers, [---] engagements


"Bought some more $DOLE today below my earlier cost basis. Have had relatively good luck with food/grocery stocks to date: $FDP $VLGEA $WMK and $SENEA. Only $SPTN has been a disappointment so far"  
[X Link](https://x.com/lennygrover/status/1864356923899830413)  2024-12-04T17:11Z [---] followers, [---] engagements


"Outside of money laundering why would any rational entity use USDT instead of USDC Given the opaque nature of USDT assets there is a risk of loss and no possibility of gain relative to the dollar peg. Laundering money seems like the only utility given that value prop. Hey guys the price of bitcoin broke 100k right as the US Treasury cites massive money laundering organizations that are all using the Tether fraud to launder money and evade sanctions. Great job guys. https://t.co/7oQdJaXrUg Hey guys the price of bitcoin broke 100k right as the US Treasury cites massive money laundering"  
[X Link](https://x.com/lennygrover/status/1864781405500088499)  2024-12-05T21:18Z [---] followers, [--] engagements


"$GOOG made significant progress in self-driving (Waymo) AI (Gemini) and now quantum computing. They are a big player in streaming/social (YouTube) SaaS (Apps) cloud/IaaS mobile (Android) and (obviously) ads and have limited/no China risk. Why is $GOOGL P/E $AAPL Introducing Willow our new state-of-the-art quantum computing chip with a breakthrough that can reduce errors exponentially as we scale up using more qubits cracking a 30-year challenge in the field. In benchmark tests Willow solved a standard computation in [--] mins that would Introducing Willow our new state-of-the-art quantum"  
[X Link](https://x.com/lennygrover/status/1866193086138695970)  2024-12-09T18:47Z [---] followers, [---] engagements


"I knew I was risking catching a falling knife buying $VIRC yesterday after a bad earnings report. Looks like I did It fits my non-China manufacturing theme and has a stronger balance sheet than in years past (which should significantly reduce annual interest expense)"  
[X Link](https://x.com/lennygrover/status/1866866303438561487)  2024-12-11T15:23Z [---] followers, [---] engagements


"@TidefallCapital If it were on Ethereum Fartcoin would cost gas to pass. #NerdJoke"  
[X Link](https://x.com/lennygrover/status/1866941444285718788)  2024-12-11T20:21Z [---] followers, [---] engagements


"@HedgeVision When the first model T came off the assembly line the market share of horse-drawn carriages was much higher"  
[X Link](https://x.com/lennygrover/status/1866942485144146136)  2024-12-11T20:25Z [---] followers, [---] engagements


"Opened a small position in $USIO yesterday. Good balance sheet; YoY growth in core business masked by loss of one large customer with positive growth outlook for next year; hitting profitability inflection point and trading at a reasonable valuation"  
[X Link](https://x.com/lennygrover/status/1867617755932795122)  2024-12-13T17:09Z [---] followers, [---] engagements


"@andrei_no_no @BagelC47 @joecarlsonshow Even worse $TSLA is relying on cameras alone for FSD while Waymo also uses Lidar as well. All things being equal Waymo's sensor suite should provide higher accuracy and resolution and handle low visibility conditions better"  
[X Link](https://x.com/lennygrover/status/1867642292745728342)  2024-12-13T18:46Z [---] followers, [--] engagements


"Recent talk of GenAI training exhausting all available Internet content likely bolsters the business case for $GOOG's Google Books which digitizes out of print publications. An interesting question to ponder is how much of the world's knowledge still exists only offline"  
[X Link](https://x.com/lennygrover/status/1867977716030738821)  2024-12-14T16:59Z [---] followers, [--] engagements


"Opened a small position in $TLK on 12/24. Telco with owned assets low leverage low EV/Revenue low EV/EBITDA. I also own $KT and $SKM with similar profiles. Starlink threat overblown as inferior to FTTH and even terrestrial fixed wireless (where available)"  
[X Link](https://x.com/lennygrover/status/1872293368434426240)  2024-12-26T14:48Z [---] followers, [---] engagements


"Opened small position in $IIPR earlier today. They have limited debt and preferred stock and can withstand a lengthy renegotiation or time to release the PharmaCann assets (with possibly a dividend cut). At less than book value and with an 11+% yield it seems worth the risk"  
[X Link](https://x.com/lennygrover/status/1874198339228754345)  2024-12-31T20:57Z [---] followers, [---] engagements


"@ToffCap I have been in $FF for a while. The biodiesel business has always been volatile but last quarter was bad for the chemicals segment as well. Their balance sheet is very strong; in addition to the net cash they also own their manufacturing facility. I'm holding at these prices"  
[X Link](https://x.com/lennygrover/status/1875958374418034751)  2025-01-05T17:31Z [---] followers, [---] engagements


"@AmadeusValue I've got a small $SNX position. I was attracted to its FCF yield relative to EV and easily serviceable debt relative to EBITDA. I am overweight technology; if you believe as I do that technology spend will grow (or at least keep pace with inflation) $SNX looks attractive"  
[X Link](https://x.com/lennygrover/status/1876309719750738034)  2025-01-06T16:47Z [---] followers, [---] engagements


"@accrued_int @RadnorCapital @OpenAI That is an important point. I think high purchase intent searches (big $ ad opportunities) will be less cannibalized by AI than informational and lower intent searches. AMZN was disappointed that customers weren't buying through their Echos. Shopping travel big $ services etc"  
[X Link](https://x.com/lennygrover/status/1876809772214710346)  2025-01-08T01:54Z [---] followers, [--] engagements


"Is @coinbase funding these loans using its own balance sheet If so this has me worried as a Coinbase customer. Auto-liquidation at an 86% value threshold does not fully mitigate the risk of volatility in Bitcoin (or other collateral). My article series for Seeking Alpha covered the blowup of FXCM when its auto-liquidation capability was inadequate in the face of the SNB de-peg. Years ago when I chose to set up an account with Coinbase its lack of margin lending (unlike many other exchanges) was a selling point from a stability standpoint. Your Terms of Service do specify that "All interests"  
[X Link](https://x.com/lennygrover/status/1879966637471695002)  2025-01-16T18:59Z [---] followers, [---] engagements


"@riyadosofian @TheCapitalistFI I own a bunch of $OPRA that I bought at much lower prices. They are growing cover their nice dividend and seem undervalued. However I didn't buy more b/c their meaningful search revenue may be at risk (Google antitrust case) and they are majority owned by a Chinese company"  
[X Link](https://x.com/lennygrover/status/1881391524963131428)  2025-01-20T17:21Z [---] followers, [---] engagements


"@ToffCap I bought $INMD a while ago and added more at lower prices. They have strong FCF and a low EV/FCF ratio. They continue to release new products and I don't see evidence of obsolescence or excessive competitive risk. Their market is cyclical (cosmetic procedures) though"  
[X Link](https://x.com/lennygrover/status/1882485308828353002)  2025-01-23T17:47Z [---] followers, [---] engagements


"@AggieCapitalist I recently opened a small position in $EEFT. They are not a remittance pure-play have a strong balance sheet and seem more likely to grow organically with inflation/GDP/payments in the markets they operate in. Have you dug in to the company What is your view"  
[X Link](https://x.com/lennygrover/status/1882617693926519227)  2025-01-24T02:33Z [---] followers, [--] engagements


"@TiehackCapital Where did you see this $LVWD is pink limited and is not limited to the expert market. If pink current companies are downgraded to pink limited they should still be tradable in brokerage accounts that support OTC trading"  
[X Link](https://x.com/lennygrover/status/1887198719394676952)  2025-02-05T17:56Z [---] followers, [---] engagements


"@BigBoyBern80872 Most companies with RSUs options and/or warrants outstanding indicate how many are outstanding (and the average strike price if applicable) in their 10-Ks. I find that disclosure much more useful than the income statement SBC line item"  
[X Link](https://x.com/lennygrover/status/1887918706178539897)  2025-02-07T17:37Z [---] followers, [--] engagements


"@jablamsky @MadsCapital @qcapital2020 I have a small long position in $UTHR that predates their recent pig kidney trial announcement. It is already a well run cash generating business with a strong balance sheet (that has pretty large optionality if xenotransplantation works out)"  
[X Link](https://x.com/lennygrover/status/1889389701771174150)  2025-02-11T19:03Z [---] followers, [--] engagements


"@MoritzMDrews I missed the .to extension and thought that somebody was in dire need of GLP-1 drugs I thought I was a frequent Chipotle customer"  
[X Link](https://x.com/lennygrover/status/1891932852347892105)  2025-02-18T19:28Z [---] followers, [---] engagements


"@Tintincapital I have seen value in food not just grocery stores. I like quality PP&E and earnings/cash flow yield. I have smallish positions in $FDP $DOLE $WMK $VLGEA $IMKTA $SENEA and $SPTN. Revenue should grow at least with food inflation. Barrier to entry is cost of fixed assets"  
[X Link](https://x.com/lennygrover/status/1892571516832784740)  2025-02-20T13:46Z [---] followers, [---] engagements


"Opened small position in $GENC today. Fortress balance sheet profitable large backlog in most recent report (6/30/24) valued at 1x book. While late 10K/10Q coupled with "weakness in internal controls" is very concerning the risk/reward tradeoff here seems attractive"  
[X Link](https://x.com/lennygrover/status/1892633886640758884)  2025-02-20T17:54Z [---] followers, [--] engagements


"It looks like my tweet from late December has aged well. $DOLE is up and still looks cheap relative to its [----] guidance despite a nice post-earnings move up today while Fartcoin ran out of gas. Bought some more $DOLE. I can't resist it at these prices. $8B revenue vertically integrated produce company at a EV/Rev of [----] EV/EBITDA of [--] and P/B [--] with low leverage and substantial owned assets. For a market cap of 50% more than Fartcoin Bought some more $DOLE. I can't resist it at these prices. $8B revenue vertically integrated produce company at a EV/Rev of [----] EV/EBITDA of [--] and P/B [--] with"  
[X Link](https://x.com/lennygrover/status/1894801097920847958)  2025-02-26T17:26Z [---] followers, [---] engagements


"It seems like Trump is intent on challenging Liz Truss' record for disastrous economic policies enacted shortly after entering office. Despite the market selloff and Atlanta Fed predicting a GDP contraction in Q1 it doesn't look like Trump or the GOP is going to change course"  
[X Link](https://x.com/lennygrover/status/1896931145939653097)  2025-03-04T14:30Z [---] followers, [--] engagements


"Just opened small position in $OSPN. It has sticky slow growing subscription revenue and an EV 4x ARR 10x EBITDA and 20x FCF. It has excess cash; its2.9% dividend is easily covered; cash flow should hopefully grow with inflation. Also limited dilution from stock comp"  
[X Link](https://x.com/lennygrover/status/1898076120873906187)  2025-03-07T18:19Z [---] followers, [----] engagements


"@Larryjamieson_ I completely agree though I review call transcripts rather than listen to the calls. Other company-specific public data can also be useful (news articles their website reviews app/website stats social mentions/stats etc.)"  
[X Link](https://x.com/lennygrover/status/1898740549269508365)  2025-03-09T14:19Z [---] followers, [---] engagements


"Opened a small position in $ETD. Likely beneficiary of tariffs given their manufacturing footprint in the US. Nice dividend yield low P/E and EV/EBITDA and dividend seems covered by FCF. Furniture industry cyclicality is a significant risk though"  
[X Link](https://x.com/lennygrover/status/1899166520984440869)  2025-03-10T18:32Z [---] followers, [---] engagements


"@jupiters_string @Upper20sStCap If there are RSUs equivalent to multiple % of dilution per year you would want to account for that in your valuation. A slow growing company with lots of annual dilution (irrespective of share price growth since they are RSUs) is worth a lot less than without the RSUs"  
[X Link](https://x.com/lennygrover/status/1901471769782894778)  2025-03-17T03:12Z [---] followers, [--] engagements


"@EquityBrian $FONR is up a bit since the post below but is still very undervalued. https://x.com/lennygrover/status/1899528447631712506t=VU5DNtXSAk_K7snvT2X7yQ&s=19 I added more $FONR today. The valuation is nuts-roughly current assets - total liabilities; most current assets are cash + receivables most "liabilities" are leases it is profitable and it has good PP&E (MRIs). I wish I could buy them out with their own balance sheet. https://x.com/lennygrover/status/1899528447631712506t=VU5DNtXSAk_K7snvT2X7yQ&s=19 I added more $FONR today. The valuation is nuts-roughly current assets - total"  
[X Link](https://x.com/lennygrover/status/1902052712339980496)  2025-03-18T17:41Z [---] followers, [----] engagements


"@wwwclaes There is a minority interest that gets cash paid out of operating cash flow. However you can look at the company reported financials to see how the effect plays out each quarter. The company balance sheet is strong and the net FCF yield seems high for a business of this type"  
[X Link](https://x.com/lennygrover/status/1902100817324253544)  2025-03-18T20:52Z [---] followers, [--] engagements


"Opened small position in $ALAR today. Strong balance sheet profitable and fully diluted EV/Rev2. NetNut is similar web data scraping service as $GRASS crypto project which has a fully diluted token value of $1B on estimated $30-40m annualized revenue. Interesting market"  
[X Link](https://x.com/lennygrover/status/1902788984151085096)  2025-03-20T18:27Z [---] followers, [----] engagements


"@ivnitish @genclips_ai I had this problem with users signed up for many trials. I added a hard paywall (for a PayPal subscription that costs $0 during the trial). PayPal accounts are [--] per person so I can verify the user hasn't had a prior trial before activating the account. http://Screener.co http://Screener.co"  
[X Link](https://x.com/lennygrover/status/1902813279069643260)  2025-03-20T20:03Z [---] followers, [---] engagements


"$VIRC + $ETD (furniture) $FSLR (solar panels) $JRSH (clothing) $OSK (vehicles) $GENC (machinery) $GBX (railcars) $CIX (security/marine) $BURCA (HVAC) $QEPC (flooring/home improvement) $ULBI + $ENS (batteries) $ESP (military) $FF (chemicals/biodiesel) $FRD + $MLI (metals) $KTCC (electronics) $MPX + $MCFT (boats) $CMT + $PLPC + $ELTK (other). ULBI+QEPC+PLPC+MLI+KTCC have modest China exposure"  
[X Link](https://x.com/lennygrover/status/1903131750017962245)  2025-03-21T17:09Z [---] followers, [---] engagements


"@thexcapitalist $NKE's high multiples were a mystery to me. Some nike sneakers were popular collectibles with long lines at stores for new releases. How many excess pairs of expensive sneakers were being sold to collectors beyond those actually being worn It seemed like a fad or bubble"  
[X Link](https://x.com/lennygrover/status/1903166370235208134)  2025-03-21T19:26Z [---] followers, [---] engagements


"@atelicinvest @DMetropolitan There is also a lot of deferred revenue offsetting the cash for $CRMZ. I have a small long position; it is an interesting business that has been conservatively run"  
[X Link](https://x.com/lennygrover/status/1903476484875878774)  2025-03-22T15:58Z [---] followers, [---] engagements


"@mikulaja I believe that's a departure from $AFRM which claims not to charge late fees. Since these loans are generally offered by the merchant at POS I wonder how many consumers are aware that a Klarna loan has late fees while an Affirm (and possibly other BNPL) loan does not"  
[X Link](https://x.com/lennygrover/status/1903518377299132450)  2025-03-22T18:45Z [---] followers, [---] engagements


"@leosheaux11 That is a very good point I looked at the original terms and didn't consider the period where the dividends were suspended. What was the duration of the period of suspended dividends"  
[X Link](https://x.com/lennygrover/status/1903521090917302299)  2025-03-22T18:56Z [---] followers, [--] engagements


"@MartinShkreli $AMC isn't a bad business. It is just buried under a crushing amount of debt. I'm an A-List subscriber; my theater seems as busy as pre-pandemic. $CNK has a lower debt load and seems to be doing OK while AMC is EBITDA positive. I don't own the stock b/c of debt and valuation"  
[X Link](https://x.com/lennygrover/status/1904244433500954852)  2025-03-24T18:50Z [---] followers, [----] engagements


"@taobanker I've got $FDP and $SEB and also $DOLE and $SENEA. I'd say SEB is the weakest of the four given its inconsistent earnings. In addition to food I've also got an allocation to grocery stores: $VLGEA $IMKTA $SPTN. I don't understand the low valuations in the sector"  
[X Link](https://x.com/lennygrover/status/1904421281136574527)  2025-03-25T06:33Z [---] followers, [---] engagements


"@finchat_io $TTD is very expensive relative to companies in their industry. I like SSPs (serving publishers while TTD serves advertisers) and own $NEXN and $MGNI. NEXN is very cheap with EV/EBITDA of [----] P/B of [----] forward P/E of [--] strong balance sheet and high FCF (source: Yahoo)"  
[X Link](https://x.com/lennygrover/status/1904984566722330764)  2025-03-26T19:51Z [---] followers, [---] engagements


"@01Core_Ben Waymo worth $50B; not profitable. $GOOGL big in search web ads social media (YT) SaaS (Apps) mobile (Android) AI (DeepMind Gemini AI Overviews) Cloud streaming for cord cutters (YT TV). Ad cyclicality a risk but they're well positioned in many growth markets. I'm long"  
[X Link](https://x.com/lennygrover/status/1906068636554399778)  2025-03-29T19:39Z [---] followers, [----] engagements


"Opened a small position in $TBTC. Strong balance sheet easily covered 2% forward dividend valuation of 4x recurring maintenance revenue and P/E12x. Some potential for growth too. It's a nice niche recurring revenue tech business. Very thinly traded and OTC though"  
[X Link](https://x.com/lennygrover/status/1906803429344723118)  2025-03-31T20:18Z [---] followers, [----] engagements


"Added to $GRVY position at $56. Profitable with crazy low EV; new game Ragnarok Idle Adventure Plus has 1M downloads and [---] rating on Google Play (with 1.3k ratings and [---] score on Apple). Trading at low EV because of capital allocation concerns (large excess cash balance)"  
[X Link](https://x.com/lennygrover/status/1909294643231006857)  2025-04-07T17:18Z [---] followers, [----] engagements


"Added to my $GOOGL position today. 20x earnings is a steal. Gemini [---] Pro looks like a hit; Google's new AI model tops LMArena. Search vulnerability to AI offset by leadership in growth markets like AI cloud SaaS autonomous vehicles streaming/social media mobile etc"  
[X Link](https://x.com/lennygrover/status/1909635181796802660)  2025-04-08T15:51Z [---] followers, [----] engagements


"@blondesnmoney I'm down on $IIPR. Tenant credit quality is the problem and seems a lot worse than I expected. They had two significant disclosures recently about tenant delinquency/defaults (Pharmacann in a March [--] 8-K and the others in a recent PR). The full impact is meaningful"  
[X Link](https://x.com/lennygrover/status/1909678123152519304)  2025-04-08T18:41Z [---] followers, [---] engagements


"I haven't seen anything on X from @zoomyzoomm recently. I hope he's not still leveraged long $PDD. Slow Friday huh https://t.co/T42vPtedB6 Slow Friday huh https://t.co/T42vPtedB6"  
[X Link](https://x.com/lennygrover/status/1909682229858513347)  2025-04-08T18:58Z [---] followers, [---] engagements


"@junkbondinvest In addition to suffering from GLP-1 drugs becoming available $WW lost Oprah (as an investor and director) early last year. She was fortunate to have previously sold a lot of her shares for a large profit"  
[X Link](https://x.com/lennygrover/status/1910119197570433411)  2025-04-09T23:54Z [---] followers, [---] engagements


"@charrisinvest Shhh. I'm long $NEWT and thinking of adding around book value. Strong earnings/dividend & focus on business loans w/personal guarantees (or SBA loans w/partial guarantees) suggests lower credit risk. I also like their SMB services (for addtl margin and customer acquisition)"  
[X Link](https://x.com/lennygrover/status/1913667122821214628)  2025-04-19T18:52Z [---] followers, [--] engagements


"@TomSmith839 SSPs that focus on publishers (i.e. $MGNI $NEXN (though they acquired a DSP) $PUBM) have been trading at more sensible valuations while $TTD a DSP that focuses on advertisers is in the stratosphere. That large discrepancy never made sense to me. I am long $MGNI and $NEXN"  
[X Link](https://x.com/lennygrover/status/1916173429838893289)  2025-04-26T16:52Z [---] followers, [---] engagements


"@CorpusCol $NEWT business loans tend to be senior and backed by personal guarantees. I am long and suspect their actual loss rates on delinquent or non-accrual loans is lower than average"  
[X Link](https://x.com/lennygrover/status/1919040688131350552)  2025-05-04T14:45Z [---] followers, [---] engagements


"@KobeissiLetter I think the bond market is concerned with the disastrous fiscal policy of the House budget bill. Increasing the deficit considerably from already high levels is unsustainable. Doing so while giving a massive tax cut to the rich at the expense of the poor is unconscionable"  
[X Link](https://x.com/lennygrover/status/1926771017541697785)  2025-05-25T22:43Z [---] followers, [----] engagements


"Added to my $TROW position (one of my losers) today. Low P/E and nice dividend. Revenue tied to AUM which is tied to asset prices. Recent market recovery should have increased AUM. I also think active management (unlike indexing/passive) is underappreciated at the moment"  
[X Link](https://x.com/lennygrover/status/1932086526701076629)  2025-06-09T14:44Z [---] followers, [----] engagements


"Opened new position in $PLYM. Strong rent growth FFO yield & dividend. Most of their debt is at lower than market rates so there's risk they'll need to refinance at higher rates. However if rates come down before then & that risk is gone the stock could move higher"  
[X Link](https://x.com/lennygrover/status/1932156411611677153)  2025-06-09T19:22Z [---] followers, [----] engagements


"@JPSInvestments That's true. For small companies like these (that often have customer concentration issues) I often keep just a small initial position (and don't double down). I address this risk with relatively broad diversification (well over [---] securities most positions relatively small)"  
[X Link](https://x.com/lennygrover/status/1932408323845840910)  2025-06-10T12:03Z [---] followers, [--] engagements


"Just opened position in $SAFE. REIT w/(mostly) inflation-adjusted ground leases has unrealized asset appreciation that's hard to monetize given [--] year leases. If they find an attractive way to recycle capital this could be a real winner. Otherwise the yield is acceptable"  
[X Link](https://x.com/lennygrover/status/1935409776868868393)  2025-06-18T18:50Z [---] followers, [---] engagements


"Added more $ATNI today. They just announced a dividend increase. Bought more $ATNI today one of my losers. Well covered 6.5% dividend reasonable debt-to-EBITDA and infrastructure value likely greatly exceeds current EV. Much of network only economical b/c built with subsidies so heavy terrestrial competition unlikely. Fiber satellite. Bought more $ATNI today one of my losers. Well covered 6.5% dividend reasonable debt-to-EBITDA and infrastructure value likely greatly exceeds current EV. Much of network only economical b/c built with subsidies so heavy terrestrial competition unlikely. Fiber"  
[X Link](https://x.com/lennygrover/status/1936112134053573036)  2025-06-20T17:21Z [---] followers, [----] engagements


"@KarstResearch Over the years I got bailed out of some of my worst investments by the crowd: Blackberry Sunworks and Bed Bath and Beyond just off the top of my head. They were small positions so it didn't have a material impact on the overall portfolio. But no complaints from me"  
[X Link](https://x.com/lennygrover/status/1936130843879391629)  2025-06-20T18:35Z [---] followers, [---] engagements


"@kyalbr They should also adopt dynamic pricing. A seat at a 4PM Wednesday showing is not worth the same as a 6PM Saturday showing. Similarly a ticket to a sure-to-be-sold-out first weekend showing of a summer blockbuster is not worth the same as the ticket to the indie film next door"  
[X Link](https://x.com/lennygrover/status/1936142487833186650)  2025-06-20T19:21Z [---] followers, 11.8K engagements


"@ContrarianCurse I'm holding on to $SSSS just to see the write-up on their decent-sized $CRWV position. It's trading for higher than its Q1 NAV but it could have a massive gain if Coreweave's price doesn't collapse before their shares are registered and can be sold"  
[X Link](https://x.com/lennygrover/status/1936146068770525353)  2025-06-20T19:36Z [---] followers, [---] engagements


"$SPTN is no longer a disappointment after today's big buyout announcement. I will miss the dividend though. Bought some more $DOLE today below my earlier cost basis. Have had relatively good luck with food/grocery stocks to date: $FDP $VLGEA $WMK and $SENEA. Only $SPTN has been a disappointment so far. Bought some more $DOLE today below my earlier cost basis. Have had relatively good luck with food/grocery stocks to date: $FDP $VLGEA $WMK and $SENEA. Only $SPTN has been a disappointment so far"  
[X Link](https://x.com/lennygrover/status/1937183096438226988)  2025-06-23T16:16Z [---] followers, [---] engagements


"@MattJMcClintock The apparel industry has been decimated. The damage is broad-based. I haven't seen a deep dive into why that is. I suspect squeezed consumers stopped paying a large premium for branded apparel given availability of much lower priced substitutes of only modestly lower quality"  
[X Link](https://x.com/lennygrover/status/1938708280496316416)  2025-06-27T21:17Z [---] followers, [---] engagements


"@Fierce__beast Q1 [----] PR had $283M in [----] FCF but poor showing in Q1. [----] guidance calls for =$505M adj EBITDA + rev growth. At JPMorgan (see Tikr) they said "we look to convert.50% to 55% of our EBITDA into free cash flow." I'd be happy with $100M FCF in [----] (5% FCF yield on EV)"  
[X Link](https://x.com/lennygrover/status/1939100803526013236)  2025-06-28T23:17Z [---] followers, [---] engagements


"@Fierce__beast Overall they expect single digit revenue growth in 2025; with the growth capex your estimates budget for that is a fair medium term estimate. I'd also assume margin expansion with scale. Growing co w/5-6% FCF yield on EV and some strong brands is hard to find in this market"  
[X Link](https://x.com/lennygrover/status/1939112014321770719)  2025-06-29T00:01Z [---] followers, [---] engagements


"Finally held my nose and opened position in $CBL. Good posts by @blondesnmoney @JPSInvestments & @Inves2grow made valuation cases based on FFO and implied P/sqft and pointed out CBL converted much of their debt to non-recourse. Retail/malls in decline but CBL is quite cheap"  
[X Link](https://x.com/lennygrover/status/1945536060127051923)  2025-07-16T17:28Z [---] followers, [----] engagements


"@zoomyzoomm Wow; there's actually one stock we have in common ( $OPRA ). Google antitrust enforcement is a risk to their search revenue but they've done a good job growing and diversifying revenue. The hefty dividend and strong FCF are nice features of what is otherwise a growth name"  
[X Link](https://x.com/lennygrover/status/1945637425671237893)  2025-07-17T00:11Z [---] followers, [---] engagements


"@rationalformula You're a bit late to the $TBTC party. https://x.com/lennygrover/status/1906803429344723118t=djdKMIB6SmxbSI5IN3jV6A&s=19 Opened a small position in $TBTC. Strong balance sheet easily covered 2% forward dividend valuation of 4x recurring maintenance revenue and P/E12x. Some potential for growth too. It's a nice niche recurring revenue tech business. Very thinly traded and OTC though. https://x.com/lennygrover/status/1906803429344723118t=djdKMIB6SmxbSI5IN3jV6A&s=19 Opened a small position in $TBTC. Strong balance sheet easily covered 2% forward dividend valuation of 4x recurring"  
[X Link](https://x.com/lennygrover/status/1948853898829005218)  2025-07-25T21:12Z [---] followers, [--] engagements


"@atelicinvest I've thought about adding AI natural language screening to but your observation is precisely why I don't do it. I invested in high quality data and LLMs are simply not reliable enough for 100% accurate structured SQL query and formula generation. http://Screener.co http://Screener.co"  
[X Link](https://x.com/lennygrover/status/1948859572174614808)  2025-07-25T21:35Z [---] followers, [----] engagements


"@blondesnmoney The CRE and mortgage concentration of their loan book don't bother you How do you analyze the credit quality and diversification of their loan book"  
[X Link](https://x.com/lennygrover/status/1951414434674397373)  2025-08-01T22:47Z [---] followers, [---] engagements


"@SharpeShark I have no $ADBE position but see risk. There are already other AI models for text-image & text-video generation. Future models may be better at editing media using natural language. The bear case isn't AI eating SaaS it is Adobe's core use cases being served in a new way"  
[X Link](https://x.com/lennygrover/status/1954574422183932060)  2025-08-10T16:03Z [---] followers, [----] engagements


"@atelicinvest There's a dichotomy: sites reliant on unbranded search referrals are declining while brands and/or sites with proprietary data/content useful to AI will still get branded traffic from search and/or a new licensing stream from AI (i.e. Reddit: people include "reddit" in query)"  
[X Link](https://x.com/lennygrover/status/1954942509764706413)  2025-08-11T16:26Z [---] followers, [--] engagements


"@patientinvestt If you are long $ADBE; you should at least be aware of "nano-banana" (in LMArena; see Reddit threads and other tweets for more info). The risk cited in my comment/thread below from Aug [--] may materialize even faster than I expected. https://x.com/lennygrover/status/1954582409946472785 @SharpeShark Seat contraction is a concern (which I agree doesn't justify the current valuation). The larger issue is obsolescence/competition. AI will likely provide a different better way of editing media (even for graphic designers). Other cos may be better positioned as market evolves."  
[X Link](https://x.com/lennygrover/status/1956439691609436577)  2025-08-15T19:35Z [---] followers, [---] engagements


"@blondesnmoney Google's nano-banana (now named Gemini-2.5-Flash-Image) lets you create and edit images using text prompts. That's already a threat to $ADBE Photoshop. And AI will only get better in the future"  
[X Link](https://x.com/lennygrover/status/1962988493170508115)  2025-09-02T21:18Z [---] followers, [---] engagements


"@heartof_thesea .@NanoBanana Create an image of a person wearing a Google logo shirt stealing a lunch bag from a person wearing an Adobe logo shirt"  
[X Link](https://x.com/lennygrover/status/1963721847733961202)  2025-09-04T21:52Z [---] followers, [----] engagements


"Opened position in $GPK at $20.60. Current FCF impacted by initial capex for Waco facility. Should have high FCF yield and lower leverage ratio in [----] and [----] when capex is lower and Waco facility is fully operational (per company presentation)"  
[X Link](https://x.com/lennygrover/status/1965504856376189373)  2025-09-09T19:57Z [---] followers, [---] engagements


"@CoorsLightCEO Phillip Morris's products are addictive. $ADBE's products/market are threatened by AI innovation (see Google's Nano Banana as just one example). I wouldn't buy $PM stock either; I think companies that knowingly sell products that sicken and/or kill their customers are awful"  
[X Link](https://x.com/lennygrover/status/1966236102941151322)  2025-09-11T20:23Z [---] followers, [---] engagements


"Corey Lewandowski May Have LIED ON CNN About Trump Email SPAM (Not Opt-In Some Claim Can't Opt Out) #TrumpSpam http://www.dailykos.com/stories/2016/7/1/1544278/-Corey-Lewandowski-May-Have-LIED-ON-CNN-About-Trump-Email-SPAM-Not-Opt-In-Some-Claim-Can-t-Opt-Out http://www.dailykos.com/stories/2016/7/1/1544278/-Corey-Lewandowski-May-Have-LIED-ON-CNN-About-Trump-Email-SPAM-Not-Opt-In-Some-Claim-Can-t-Opt-Out"  
[X Link](https://x.com/lennygrover/status/748887242823888901)  2016-07-01T14:33Z [---] followers, [--] engagements


"I wish good luck to the Presidential candidate w/Kremlin stooges on staff. Puppet #Manafort #ManafortCash #Sarcasm https://x.com/realDonaldTrump/status/627841345789558788 I wish good luck to all of the Republican candidates that traveled to California to beg for money etc. from the Koch Brothers. Puppets https://x.com/realDonaldTrump/status/627841345789558788 I wish good luck to all of the Republican candidates that traveled to California to beg for money etc. from the Koch Brothers. Puppets"  
[X Link](https://x.com/lennygrover/status/765250519744950272)  2016-08-15T18:15Z [---] followers, [--] engagements

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