# ![@mmtul Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::23835730.png) @mmtul mmtul

mmtul posts on X about $unf, $ctas, $dcth, imo the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::23835730/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::23835730/c:line/m:interactions.svg)

- [--] Week [---] +189%
- [--] Month [---] -50%
- [--] Months [-----] +928%
- [--] Year [-----] +124%

### Mentions: [--] [#](/creator/twitter::23835730/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::23835730/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::23835730/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::23835730/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] -0.47%
- [--] Months [---] -0.58%
- [--] Year [---] +6.60%

### CreatorRank: undefined [#](/creator/twitter::23835730/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::23835730/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [financial services](/list/financial-services)  [countries](/list/countries)  [currencies](/list/currencies) 

**Social topic influence**
[$unf](/topic/$unf), [$ctas](/topic/$ctas), [$dcth](/topic/$dcth), [imo](/topic/imo), [market](/topic/market), [market cap](/topic/market-cap), [in the](/topic/in-the), [growth](/topic/growth), [over the](/topic/over-the), [abstract](/topic/abstract)

**Top accounts mentioned or mentioned by**
[@flowbybobby](/creator/undefined) [@escapevlcty](/creator/undefined) [@internlon](/creator/undefined) [@slamcandie](/creator/undefined) [@tylerhardt](/creator/undefined) [@jk15181325](/creator/undefined) [@alexpitti](/creator/undefined) [@bsmith82536986](/creator/undefined) [@firstadopter](/creator/undefined)

**Top assets mentioned**
[Unifirst Corp (UNF)](/topic/$unf) [Cintas Corporation (CTAS)](/topic/$ctas) [Biogen Inc (BIIB)](/topic/$biib) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Walmart, Inc. (WMT)](/topic/$wmt) [Charter Communications Inc (CHTR)](/topic/$chtr) [JPMorgan Chase (JPM)](/topic/$jpm) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Cytokinetics Inc. (CYTK)](/topic/$cytk) [Exxon Mobil (XOM)](/topic/$xom) [Pioneer Natural Resources Co (PXD)](/topic/$pxd) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Paramount Global (PARA)](/topic/$para) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [USDC (USDC)](/topic/usdc) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [SATS (Ordinals) (SATS)](/topic/$sats) [Rally (RLY)](/topic/rally)
### Top Social Posts
Top posts by engagements in the last [--] hours

"In [----] $UNF could attempt a few weak arguments to substantiate their opposition to a sale. Now they can't. The enormous underperformance vs. the S&P and $CTAS is too great for anyone to defend for $UNF so no one can make the argument to go it alone with a straight face IMO. And even if $CTAS can't get the deal across the goal line what's wrong with the $UNF getting 10% of its market cap in cash for the exercise. Hard to argue that $275 is not a win and they might be able to get more. If they don't take it there seems to be a very good chance IMO of them presiding over a market share losing"  
[X Link](https://x.com/anyuser/status/2006145433467301999)  2025-12-30T23:28Z [---] followers, [---] engagements


"$UNF has ignored or declined prior very attractive offers from $CTAS to the detriment of all common shareholders per the decisions of the supervoting Croatti family IMO. There is no reason for this company to be public when the non-supervoting shareholders are blatantly discriminated against IMO. Given the past history of disregard for non-family shareholders and the obvious error of the boards decision-making in retrospect IMO (as demonstrated by years of lagging performance) the Boards decision to engage or not in a process to maximize shareholder value and consider offers should be a"  
[X Link](https://x.com/anyuser/status/2013771411785924747)  2026-01-21T00:31Z [---] followers, [---] engagements


"If the $UNF Class-B shareholders want stock and tax free exchange treatment $CTAS can offer cash and stock at the election of all holders and as long as 40% or more take stock those taking shares could defer taxes. If the deal was for 100% stock that would only require about 27M $CTAS shares which is less than 7% of the shares outstanding. Best case $CTAS would only need to offer about 11M shares to exceed the 40% or less than 3% of the shares outstanding. This transaction seems very doable and beneficial to everyone and again getting $350M in cash in the case of a failure (or close to 10% of"  
[X Link](https://x.com/anyuser/status/2008601447773229182)  2026-01-06T18:07Z [---] followers, [---] engagements


"$UNF continues the total stonewall approach - not willing to take any Q's about the $CTAS offer. But they did say they will report the results of the review being performed by their advisors (JPM and GS) when it's ready. The advisors would have to be deaf dumb and blind IMO to opine that shareholders would be better off with the status quo but it won't be the first time an advisor was paid enough to make a wrong decision IMO. https://twitter.com/i/web/status/2008906891443745185 https://twitter.com/i/web/status/2008906891443745185"  
[X Link](https://x.com/anyuser/status/2008906891443745185)  2026-01-07T14:21Z [---] followers, [---] engagements


"$UNF Sintros has been at it for [---] years. During his long tenure shareholders have lost enormous ground. EPS are up a measely 30% (about 3% per year) vs about 125% for the S&P [---] (and 300% for $CTAS). In whose hands would the company be better off If in over [--] years your "journey" has lead nowhere why should anyone want to continue to go on it with you. [---] years is clearly enough time to demonstrate competence or a lack thereof especially in an environment where others have done so much better. https://twitter.com/i/web/status/2008926057647243298"  
[X Link](https://x.com/mmtul/status/2008926057647243298)  2026-01-07T15:37Z [---] followers, [---] engagements


"@EscapeVlcty yes it's been very quiet for a long time. The other side of the coin is that there will be huge disappointment if after all this time nothing happens but it seems logical to me that the longer we go there should be only one answer to the question why is this taking so long"  
[X Link](https://x.com/mmtul/status/2016871990343123087)  2026-01-29T13:52Z [---] followers, [--] engagements


"Let's see.I can buy $WMT at 50x or CHTR at 5x. Admittedly not a totally rational comparison but I still think I'll go with the $CHTR"  
[X Link](https://x.com/anyuser/status/2022048111129210977)  2026-02-12T20:40Z [---] followers, [---] engagements


"$DCTH Met endpoints nice hazard ratios and statistical significance. Should alter the treatment paradigm. $DCTH 1-yr PFS: 54.7% combo vs 15.8% mono (HR [----] p0.001) ORR: 76% vs 40% OS: [----] vs [----] mo (HR [----] p=0.006) This is a massive clinically meaningful PFS delta and establishes real synergy between Hepzato and IO. $DCTH 1-yr PFS: 54.7% combo vs 15.8% mono (HR [----] p0.001) ORR: 76% vs 40% OS: [----] vs [----] mo (HR [----] p=0.006) This is a massive clinically meaningful PFS delta and establishes real synergy between Hepzato and IO"  
[X Link](https://x.com/anyuser/status/1979527191260975266)  2025-10-18T12:37Z [---] followers, [----] engagements


"Pre-Covid $UNF was making $9+ in EPS. Now it's annualizing in the 7's so an absolute decline of around 20% in almost [--] years. Over the same time $CTAS has doubled EPS (100%+ growth). The writing is on the wall. IMO $UNF board should be very thankful for this $CTAS offer. They have spurned prior offers with nothing to show for it and despite the value destruction still have the chance to come out with a win. https://twitter.com/i/web/status/2007155368665706802 https://twitter.com/i/web/status/2007155368665706802"  
[X Link](https://x.com/anyuser/status/2007155368665706802)  2026-01-02T18:21Z [---] followers, [---] engagements


"Sufficient time has elapsed since the offer was made and a quarterly earnings conference call is a high enough profile event that they should have been able to conclude and make a more definitive statement at this point IMO - especially since most of the facts (other than the $350 fee) are the same. There is very little incremental to consider. Perhaps the fact that they have not been definitive means it is much harder for them to decline the offer this time. https://twitter.com/i/web/status/2008908613977313390 https://twitter.com/i/web/status/2008908613977313390"  
[X Link](https://x.com/mmtul/status/2008908613977313390)  2026-01-07T14:28Z [---] followers, [--] engagements


"@InternLon $UNF For the reasons I have enumerated above I disagree that this is normal. More should have been said"  
[X Link](https://x.com/mmtul/status/2008909110029218216)  2026-01-07T14:30Z [---] followers, [--] engagements


"$UNF Perhaps counterintuitively IMO if the stock trades up they will have trouble stonewalling the offer. It it trades down they will feel more emboldened that they can once again get away with destroying potential shareholder value. Will be interesting"  
[X Link](https://x.com/anyuser/status/2008910104536457391)  2026-01-07T14:34Z [---] followers, [---] engagements


"$UNF $JPM is a key advisor for $UNF in this transaction but has also served $CTAS in important financings in the past"  
[X Link](https://x.com/anyuser/status/2008911917528601026)  2026-01-07T14:41Z [---] followers, [---] engagements


"@slamcandie $UNF $CTAS eps have grown at about 10x the rate that $UNF eps have grown over the [---] year Sintros reign. Isn't that long enough for even the blind to see what the proper course of action is vis-a-vis the $CTAS offer"  
[X Link](https://x.com/mmtul/status/2008926979291074889)  2026-01-07T15:41Z [---] followers, [--] engagements


"@TylerHardt $UNF I agree with your downside estimates but as opposed to [----] and a year ago management has had ample time to demonstrate competence and has failed IMO. Cynthia is now about [--]. Isn't it time to consider other options"  
[X Link](https://x.com/mmtul/status/2008929902544687575)  2026-01-07T15:53Z [---] followers, [--] engagements


"although I cannot recall them off the top of my head many times I have heard something to the effect of: "typically we do not comment on merger rumors or negotiations but in this case we have decided to make the following comments". Also the point I was making was that they have either stonewalled or dismissed two prior offers from Cintas and thus should be intimately familiar with the facts around any potential transaction with them such that two weeks should have been sufficient time to make an announcement as to whether they were going to dismiss again or engage."  
[X Link](https://x.com/mmtul/status/2008987190148386869)  2026-01-07T19:40Z [---] followers, [--] engagements


"@FlowbyBobby curious - stock up $4 after "whale selling". Why wasn't it reported as "whale buying""  
[X Link](https://x.com/mmtul/status/2011913183234080797)  2026-01-15T21:27Z [---] followers, [--] engagements


"@JK15181325 @FlowbyBobby How does he know the whale selling the call owns the stock Is he his broker"  
[X Link](https://x.com/mmtul/status/2011974864400224667)  2026-01-16T01:32Z [---] followers, [--] engagements


"Out of $Eisai ($ESALY) for now"  
[X Link](https://x.com/mmtul/status/580003041115504641)  2015-03-23T13:47Z [---] followers, [--] engagements


"Everyone knows how to BTFDip a strategy proven to be quite successful over the years largely due to the Fed put. Now the Fed explicitly brings you its corollary - the BTFPaper program"  
[X Link](https://x.com/mmtul/status/1635075346411438081)  2023-03-13T00:28Z [----] followers, [---] engagements


"$ILMN Management Uhhh Margins Uhhh Growth Uhhh China Uhhh Biotech spending on equip Uhh Valuation Uhhh. But wait 'til next year Nice to get the hall pass"  
[X Link](https://x.com/mmtul/status/1689712431512399872)  2023-08-10T18:56Z [---] followers, [---] engagements


"$ILMN well there was $5 of relatively pain free downside"  
[X Link](https://x.com/mmtul/status/1689996257282940928)  2023-08-11T13:44Z [---] followers, [---] engagements


"Looks to me like $XOM got a good deal for $PXD"  
[X Link](https://x.com/mmtul/status/1712102458237813155)  2023-10-11T13:46Z [---] followers, [---] engagements


"What was up with the #FastMoney ticker tonight $MSFT $AAPL. MSFT down [--] AAPL up [--]. Whered they get those prices from"  
[X Link](https://x.com/mmtul/status/1712606701000556959)  2023-10-12T23:10Z [---] followers, [---] engagements


"$C the ultimate R. Dangerfield stock. Closes down on the day and down over 4% from the first 1/2 hour"  
[X Link](https://x.com/mmtul/status/1712922554694762660)  2023-10-13T20:05Z [---] followers, [--] engagements


"Maybe some good Alzheimer's news from $BIIB albeit early"  
[X Link](https://x.com/mmtul/status/1717266168346513840)  2023-10-25T19:45Z [---] followers, [---] engagements


"When do you get a chance to buy an already FDA approved treatment in metastatic liver disease at under a $250M mkt cap that could be cash flow positive within the year and should be self-financing with the oppty to grow Rs to $500M+ longer term If they hit achievable goals 5x Rs is a typical valuation. I haven't exactly been recommending any bios during the debacle btw"  
[X Link](https://x.com/mmtul/status/1745283007634657409)  2024-01-11T03:14Z [---] followers, [--] engagements


"$DCTH Will be good for adoption and [----] revenue growth"  
[X Link](https://x.com/mmtul/status/1752697334637715734)  2024-01-31T14:16Z [---] followers, [---] engagements


"DCTH - It looks like a Bloomberg error - Bloomberg shows VIVO holding 855K shs down 1M but the 13G VIVO filing shows them holding 2.7M shares"  
[X Link](https://x.com/mmtul/status/1760715788036546852)  2024-02-22T17:18Z [---] followers, [--] engagements


"$DCTH My 1st one didn't post maybe because I attached the SEC filing but VIVO appears to own 2.7M shares up substantially not the 855K Bloomberg is showing"  
[X Link](https://x.com/mmtul/status/1760718977473421583)  2024-02-22T17:31Z [---] followers, [---] engagements


"@Alex__Pitti Plenty of work to be done and it will take a while for revenue from some of these sites to ramp but I think it de-risks the notion that this will just be a one-site wonder"  
[X Link](https://x.com/mmtul/status/1760860456216928604)  2024-02-23T02:53Z [---] followers, [--] engagements


"$PARA Where's Bill Hwang when you need him"  
[X Link](https://x.com/mmtul/status/1786484417117962303)  2024-05-03T19:54Z [---] followers, [---] engagements


"I agree that the rate of spending growth has to decelerate likely causing future supplier earnings to disappoint but in [----] it was easier to forecast a catastrophic decline in spending because so much of the spending was dependent on the formerly insanely hot IPO and secondary markets which had clearly shut down. This time the companies doing the lions share of the spending have incredible cash flow and although that free cash flow growth is now diminishing because of the spending they still have the wherewithal to spend. So now judging the rate of spending deceleration will be more about"  
[X Link](https://x.com/mmtul/status/1819708606058541108)  2024-08-03T12:15Z [---] followers, [--] engagements


"Definition of a biotech bear market - $KURA announces a deal and gets killed. Despite a pivotal stage asset ziftomenib likely addressing a billion dollar market and a deal which results in them having more cash on the balance sheet than their current market cap with $100's of millions more to come "near term" the stock was pummeled because it wasn't a buyout"  
[X Link](https://x.com/mmtul/status/1859738492739182887)  2024-11-21T23:19Z [---] followers, [----] engagements


"@bsmith82536986 Didn't seem so easy a few days ago but the potential here is outstanding - Fabry Hemophilia delivery platform - the balance sheet could become unrecognizable in a good way"  
[X Link](https://x.com/mmtul/status/1868697511642431838)  2024-12-16T16:39Z [---] followers, [--] engagements


"To kick problems off the apolitical Powell delayed rate hikes until he was confirmed which was clearly too late. Then apolitical Powell cuts [--] bpts into the Presidential election home stretch when he could have given the same speech and had the same FOMC meeting he had today. Inflation had not been banished the labor market was fine and the economy was growing at the same rate"  
[X Link](https://x.com/mmtul/status/1869557257840570580)  2024-12-19T01:35Z [---] followers, [--] engagements


"$KURA is there any other biotech with cash (about $750M and about $200M mkt cap) in excess of (a $550M) mkt cap with a decent chance of cash [--] months from now being current cash (i.e. no burn due to potential milestones)"  
[X Link](https://x.com/mmtul/status/1879191954388623385)  2025-01-14T15:40Z [---] followers, [---] engagements


"The problem is no or negative catalysts. A catalyst would be an investor taking a substantial position taking board seats and running a review - requiring a likely and high ROI to stay in business otherwise liquidation to realize full cash value. There are enough co.s that fit the bill enough bad management and high enough returns to warrant such activity"  
[X Link](https://x.com/mmtul/status/1884969579195064515)  2025-01-30T14:19Z [---] followers, [---] engagements


"$CYTK .Wait did 12-27-2023 (Sequoia "best case scenario") ever actually happen"  
[X Link](https://x.com/mmtul/status/1887957034475339861)  2025-02-07T20:10Z [---] followers, [---] engagements


"$CYTK Not exactly what you like to see - over the past [--] months CYTK's stock has been more than cut in half. The CEO has never bought and done nothing but exercise options and sell (similar story with the rest of execs)"  
[X Link](https://x.com/mmtul/status/1907155487486840955)  2025-04-01T19:37Z [---] followers, [----] engagements


"$CRCL Why would holders invest in a USDC and receive none of the interest income when they could invest in a TMMF and get most of the interest income What would the implications be for $CRCL's income statement"  
[X Link](https://x.com/mmtul/status/1936101406827540539)  2025-06-20T16:38Z [---] followers, [---] engagements


"$SRPT please answer this question: Why were more than [---] patients treated over many years none of whom died and now we have three AAV related deaths in less than [--] months. Why Could be coincidence could be manufacturing. Please provide answer"  
[X Link](https://x.com/anyuser/status/1948471851006542216)  2025-07-24T19:54Z [---] followers, [---] engagements


"Selling at a pitiful 8x NTM estimated EPS and FCF $BIIB should be ripe for shareholder activism"  
[X Link](https://x.com/mmtul/status/1951302296677011876)  2025-08-01T15:21Z [---] followers, [---] engagements


"at the time of my post $BIIB was [------] and the $SPY was [---]. $SPY closed at [------] and $BIIB closed at 131.95"  
[X Link](https://x.com/mmtul/status/1951375944809112023)  2025-08-01T20:14Z [---] followers, [--] engagements


"$DCTH To me a beat would be a surprise since the stock has been discounting the impact of a government required price discount since May. What I think is more important will be the results of the CHOPIN study which hopefully will show a survival benefit beyond what's already been shown. Those results should only be a month or two away"  
[X Link](https://x.com/anyuser/status/1952816770613436583)  2025-08-05T19:39Z [---] followers, [----] engagements


"$DCTH another solid quarter. CHOPIN news on combination with immune checkpoint inhibitors coming soon (presentation at ESMO) and short interest at all time highs for added fuel"  
[X Link](https://x.com/anyuser/status/1953078189493764192)  2025-08-06T12:58Z [---] followers, [---] engagements


"$DCTH Now very substantial and growing cash balance of $81M and no debt relative to market cap of 366M (285M net of cash). Strong FCF growth new potential indications undemanding valuation and takeout potential"  
[X Link](https://x.com/anyuser/status/1953081132376862945)  2025-08-06T13:10Z [---] followers, [----] engagements


"UK Irish austerity bad bec their Eco growtheurofantasy land Party on Eur. Bigger party= bigger hangover. Ask the y2k dot coms"  
[X Link](https://x.com/mmtul/status/195841456001388544)  2012-04-27T11:46Z [---] followers, [--] engagements


"@firstadopter Well anyone who has ever driven the Turnpike knows NJ was home to the refinery infrastructure supplying enormous demand so I guess they figured it was time to step up and get with the new program"  
[X Link](https://x.com/mmtul/status/1965919108454822073)  2025-09-10T23:23Z [---] followers, [--] engagements


"$DCTH Investors should get some clues about the long-awaited Chopin trial results tomorrow: Late-breaking abstract (LBA) deadline: The final deadline for submitting late-breaking abstracts was September [--] [----]. Outcome notifications: Presenting authors were notified of the outcome of their LBA submissions between September [--] and [--] [----]. LBA titles published online: The titles of the accepted late-breaking abstracts are expected to be available in the online program by September [--] 2025"  
[X Link](https://x.com/anyuser/status/1969087613651800258)  2025-09-19T17:14Z [---] followers, [----] engagements


"$SATS 9.8B (BV of spectrum VZ rumored bidding) + 23B (T cash) + 8.5B (SpaceX cash) + [---] (EV of SpaceX stock) + 5B (conservative est value of ongoing biz) + 2B (interest payments covered by SpaceX)+ 4B (cash currently on BS) =60.8B less 29.6B of debt = 31.2B equity value divided by 156M shares = $199 per share so plenty of wiggle room it seems"  
[X Link](https://x.com/mmtul/status/1973003261599727770)  2025-09-30T12:33Z [---] followers, [---] engagements


"Increased certainty-no improved prospects of sustainable fiscal approach-no more extend and pretend-yeah. Rally on"  
[X Link](https://x.com/mmtul/status/281097640819687425)  2012-12-18T18:04Z [----] followers, [--] engagements


"$Lew = just what we need. An extremely articulate knowledgeable proponent of deficit spending"  
[X Link](https://x.com/mmtul/status/289100628536467456)  2013-01-09T20:05Z [---] followers, [--] engagements


"$FREE on track to trade over 150% of its total market cap in one day"  
[X Link](https://x.com/mmtul/status/416653003534266368)  2013-12-27T19:33Z [----] followers, [--] engagements


"NG_F up 9% Oil up 0.7% today $DVN upgraded and with more gas exposure than $EOG. $EOG up more than $DVN (%). Moral-always buy $EOG"  
[X Link](https://x.com/mmtul/status/430788087774318592)  2014-02-04T19:40Z [----] followers, [--] engagements


"I know P/E doesn't matter. $KORS [--] $COLM [--] NKE [--] $UA 48"  
[X Link](https://x.com/mmtul/status/436884362123296768)  2014-02-21T15:25Z [----] followers, [--] engagements


"If you take out the $4.57 cash breakup fee $MON is selling at a PE discount to $DD which it hasn't for at least [--] yrs"  
[X Link](https://x.com/mmtul/status/776823890236571649)  2016-09-16T16:43Z [----] followers, [--] engagements


"And $EOG is the best not the worst in the group. Why these companies are given so much credit for habitually burning capital is beyond me"  
[X Link](https://x.com/mmtul/status/804036263661764608)  2016-11-30T18:55Z [----] followers, [--] engagements


"$EOG [----] peak eps [----] [----] peak oil price $108/bl [----] peak stock price $118.81 P/E 22.33"  
[X Link](https://x.com/mmtul/status/804421190932516865)  2016-12-01T20:25Z [----] followers, [--] engagements


"$FRED paid $1.1m per store $RAD was trading at $2m per store $CVS trades at $8.8m per store. At $2m/store $FRED would be $50/sh"  
[X Link](https://x.com/mmtul/status/811237485309296641)  2016-12-20T15:51Z [----] followers, [--] engagements


"Let's see.I can buy $WMT at 50x or CHTR at 5x. Admittedly not a totally rational comparison but I still think I'll go with the $CHTR"  
[X Link](https://x.com/anyuser/status/2022048111129210977)  2026-02-12T20:40Z [---] followers, [---] engagements


"$UNF $JPM is a key advisor for $UNF in this transaction but has also served $CTAS in important financings in the past"  
[X Link](https://x.com/anyuser/status/2008911917528601026)  2026-01-07T14:41Z [---] followers, [---] engagements


"$UNF has ignored or declined prior very attractive offers from $CTAS to the detriment of all common shareholders per the decisions of the supervoting Croatti family IMO. There is no reason for this company to be public when the non-supervoting shareholders are blatantly discriminated against IMO. Given the past history of disregard for non-family shareholders and the obvious error of the boards decision-making in retrospect IMO (as demonstrated by years of lagging performance) the Boards decision to engage or not in a process to maximize shareholder value and consider offers should be a"  
[X Link](https://x.com/anyuser/status/2013771411785924747)  2026-01-21T00:31Z [---] followers, [---] engagements


"$UNF Perhaps counterintuitively IMO if the stock trades up they will have trouble stonewalling the offer. It it trades down they will feel more emboldened that they can once again get away with destroying potential shareholder value. Will be interesting"  
[X Link](https://x.com/anyuser/status/2008910104536457391)  2026-01-07T14:34Z [---] followers, [---] engagements


"$UNF continues the total stonewall approach - not willing to take any Q's about the $CTAS offer. But they did say they will report the results of the review being performed by their advisors (JPM and GS) when it's ready. The advisors would have to be deaf dumb and blind IMO to opine that shareholders would be better off with the status quo but it won't be the first time an advisor was paid enough to make a wrong decision IMO. https://twitter.com/i/web/status/2008906891443745185 https://twitter.com/i/web/status/2008906891443745185"  
[X Link](https://x.com/anyuser/status/2008906891443745185)  2026-01-07T14:21Z [---] followers, [---] engagements


"If the $UNF Class-B shareholders want stock and tax free exchange treatment $CTAS can offer cash and stock at the election of all holders and as long as 40% or more take stock those taking shares could defer taxes. If the deal was for 100% stock that would only require about 27M $CTAS shares which is less than 7% of the shares outstanding. Best case $CTAS would only need to offer about 11M shares to exceed the 40% or less than 3% of the shares outstanding. This transaction seems very doable and beneficial to everyone and again getting $350M in cash in the case of a failure (or close to 10% of"  
[X Link](https://x.com/anyuser/status/2008601447773229182)  2026-01-06T18:07Z [---] followers, [---] engagements


"Pre-Covid $UNF was making $9+ in EPS. Now it's annualizing in the 7's so an absolute decline of around 20% in almost [--] years. Over the same time $CTAS has doubled EPS (100%+ growth). The writing is on the wall. IMO $UNF board should be very thankful for this $CTAS offer. They have spurned prior offers with nothing to show for it and despite the value destruction still have the chance to come out with a win. https://twitter.com/i/web/status/2007155368665706802 https://twitter.com/i/web/status/2007155368665706802"  
[X Link](https://x.com/anyuser/status/2007155368665706802)  2026-01-02T18:21Z [---] followers, [---] engagements


"In [----] $UNF could attempt a few weak arguments to substantiate their opposition to a sale. Now they can't. The enormous underperformance vs. the S&P and $CTAS is too great for anyone to defend for $UNF so no one can make the argument to go it alone with a straight face IMO. And even if $CTAS can't get the deal across the goal line what's wrong with the $UNF getting 10% of its market cap in cash for the exercise. Hard to argue that $275 is not a win and they might be able to get more. If they don't take it there seems to be a very good chance IMO of them presiding over a market share losing"  
[X Link](https://x.com/anyuser/status/2006145433467301999)  2025-12-30T23:28Z [---] followers, [---] engagements


"$DCTH Met endpoints nice hazard ratios and statistical significance. Should alter the treatment paradigm. $DCTH 1-yr PFS: 54.7% combo vs 15.8% mono (HR [----] p0.001) ORR: 76% vs 40% OS: [----] vs [----] mo (HR [----] p=0.006) This is a massive clinically meaningful PFS delta and establishes real synergy between Hepzato and IO. $DCTH 1-yr PFS: 54.7% combo vs 15.8% mono (HR [----] p0.001) ORR: 76% vs 40% OS: [----] vs [----] mo (HR [----] p=0.006) This is a massive clinically meaningful PFS delta and establishes real synergy between Hepzato and IO"  
[X Link](https://x.com/anyuser/status/1979527191260975266)  2025-10-18T12:37Z [---] followers, [----] engagements


"$DCTH 1-yr PFS: 54.7% combo vs 15.8% mono (HR [----] p0.001) ORR: 76% vs 40% OS: [----] vs [----] mo (HR [----] p=0.006) This is a massive clinically meaningful PFS delta and establishes real synergy between Hepzato and IO. I added to $DCTH at 11$ ahead of CHOPIN. Plausible biological synergy + a strong early signal + a binary catalyst that could move Hepzato into earlier lines / new indications = asymmetric upside I added to $DCTH at 11$ ahead of CHOPIN. Plausible biological synergy + a strong early signal + a binary catalyst that could move Hepzato into earlier lines / new indications = asymmetric"  
[X Link](https://x.com/anyuser/status/1979460438355251297)  2025-10-18T08:11Z [--] followers, [----] engagements


"$DCTH Combined Percutaneous Hepatic Perfusion with Ipilimumab plus Nivolumab in Metastatic Uveal Melanoma: a single center open-label randomized phase [--] study (CHOPIN) Saturday Oct [--] [----] 3:20 p.m. CET/9:20 a.m. EST Abstract Number: LBA59 Presenter: Ellen Kapiteijn MD"  
[X Link](https://x.com/anyuser/status/1979508930267983883)  2025-10-18T11:24Z [----] followers, [----] engagements


"$DCTH CHOPIN abstract released. "The addition of IPI/NVO to percutaneous hepatic perfusion significantly improves progression-free survival overall survival and best overall response rate but with manageable toxicity offering a promising new treatment paradigm ""  
[X Link](https://x.com/anyuser/status/1979322912420303340)  2025-10-17T23:05Z [---] followers, [----] engagements


"Bloomberg failed to pick up the Class B shares"  
[X Link](https://x.com/anyuser/status/1973066823420510298)  2025-09-30T16:46Z [---] followers, [--] engagements


"$DCTH Investors should get some clues about the long-awaited Chopin trial results tomorrow: Late-breaking abstract (LBA) deadline: The final deadline for submitting late-breaking abstracts was September [--] [----]. Outcome notifications: Presenting authors were notified of the outcome of their LBA submissions between September [--] and [--] [----]. LBA titles published online: The titles of the accepted late-breaking abstracts are expected to be available in the online program by September [--] 2025"  
[X Link](https://x.com/anyuser/status/1969087613651800258)  2025-09-19T17:14Z [---] followers, [----] engagements


"$DCTH Now very substantial and growing cash balance of $81M and no debt relative to market cap of 366M (285M net of cash). Strong FCF growth new potential indications undemanding valuation and takeout potential"  
[X Link](https://x.com/anyuser/status/1953081132376862945)  2025-08-06T13:10Z [---] followers, [----] engagements


"$DCTH another solid quarter. CHOPIN news on combination with immune checkpoint inhibitors coming soon (presentation at ESMO) and short interest at all time highs for added fuel"  
[X Link](https://x.com/anyuser/status/1953078189493764192)  2025-08-06T12:58Z [---] followers, [---] engagements


"$DCTH To me a beat would be a surprise since the stock has been discounting the impact of a government required price discount since May. What I think is more important will be the results of the CHOPIN study which hopefully will show a survival benefit beyond what's already been shown. Those results should only be a month or two away"  
[X Link](https://x.com/anyuser/status/1952816770613436583)  2025-08-05T19:39Z [---] followers, [----] engagements


"$SRPT please answer this question: Why were more than [---] patients treated over many years none of whom died and now we have three AAV related deaths in less than [--] months. Why Could be coincidence could be manufacturing. Please provide answer"  
[X Link](https://x.com/anyuser/status/1948471851006542216)  2025-07-24T19:54Z [---] followers, [---] engagements


"$SRPT This disgruntled Catalent employee seems to think there's a manufacturing issue. https://x.com/KavodCapital/status/1949939959718171065 https://x.com/KavodCapital/status/1949939959718171065"  
[X Link](https://x.com/anyuser/status/1952372950511890942)  2025-08-04T14:15Z [---] followers, [---] engagements

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