# ![@researchne89461 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1939641894654603264.png) @researchne89461 ShowMeTheIncentives

ShowMeTheIncentives posts on X about $bl, ceo, $shen, acquisition the most. They currently have [--] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1939641894654603264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939641894654603264/c:line/m:interactions.svg)

- [--] Week [---] -17%
- [--] Month [-----] -85%
- [--] Months [------] +3,329%

### Mentions: [--] [#](/creator/twitter::1939641894654603264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939641894654603264/c:line/m:posts_active.svg)

- [--] Month [--] -20%
- [--] Months [--] +1,900%

### Followers: [--] [#](/creator/twitter::1939641894654603264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939641894654603264/c:line/m:followers.svg)

- [--] Week [--] +3.10%
- [--] Month [--] +11%
- [--] Months [--] +4,850%

### CreatorRank: undefined [#](/creator/twitter::1939641894654603264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939641894654603264/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  29.85% [finance](/list/finance)  20.9% [technology brands](/list/technology-brands)  5.97% [exchanges](/list/exchanges)  5.97% [cryptocurrencies](/list/cryptocurrencies)  1.49%

**Social topic influence**
[$bl](/topic/$bl) 14.93%, [ceo](/topic/ceo) 11.94%, [$shen](/topic/$shen) 11.94%, [acquisition](/topic/acquisition) 10.45%, [$rpd](/topic/$rpd) 10.45%, [$fonr](/topic/$fonr) 10.45%, [$hsic](/topic/$hsic) 8.96%, [bl](/topic/bl) 7.46%, [$yext](/topic/$yext) 7.46%, [$nsts](/topic/$nsts) #1

**Top accounts mentioned or mentioned by**
[@acidinvestments](/creator/undefined) [@investspecial](/creator/undefined) [@acapitallp](/creator/undefined) [@dirtcheapbanks](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@clarksquarecap](/creator/undefined) [@offthetape](/creator/undefined) [@0xmerridew](/creator/undefined) [@valuedontlie](/creator/undefined) [@dannyocean555](/creator/undefined) [@17](/creator/undefined) [@08x](/creator/undefined) [@showmetheincentivesnotep180133641utmsourcenotesshareactionr4r7g5k](/creator/undefined) [@attorneycpa](/creator/undefined) [@shenjiaye](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@spookyjl](/creator/undefined) [@beaniemaxi](/creator/undefined) [@boxlongs](/creator/undefined) [@endthepods](/creator/undefined)

**Top assets mentioned**
[BlackLine, Inc. Common Stock (BL)](/topic/$bl) [Rapids (RPD)](/topic/$rpd) [Henry Schein, Inc. (HSIC)](/topic/$hsic) [NSTS Bancorp, Inc. (NSTS)](/topic/$nsts) [Sylvamo Corporation (SLVM)](/topic/$slvm) [Integral Ad Science Holding Corp. (IAS)](/topic/$ias) [Tenable Holdings, Inc. (TENB)](/topic/$tenb) [National Health Investors (NHI)](/topic/$nhi) [SAP SE (SAP)](/topic/sap-se) [Forward Air Corp (FWRD)](/topic/$fwrd) [FIVE9, INC. (FIVN)](/topic/$fivn) [LKQ Corporation (LKQ)](/topic/$lkq) [Hologic, Inc. (HOLX)](/topic/$holx) [PotlatchDeltic Corporation Common Stock (PCH)](/topic/$pch) [Qorvo Inc (QRVO)](/topic/$qrvo) [ArchLoot (AL)](/topic/$al) [Loaded Lions (LION)](/topic/$lion) [Riskified Ltd. (RSKD)](/topic/$rskd) [SuperWalk (GRND)](/topic/$grnd) [Generation Bio Co. (GBIO)](/topic/$gbio) [TaskUs, Inc.  (TASK)](/topic/taskus-inc) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Brookdale Senior Living, Inc. (BKD)](/topic/$bkd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS #ACCOMPLICE #ALTAFOX https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/anyuser/status/1958860812581220766)  2025-08-22T11:56Z [--] followers, [---] engagements


"@ACapitalLP $MNRO Icahn @'17%+ poison pill CEO w/$40 CIC. Autoservices turnround. Sale/Pep Boys combo. $NSTS Post-conversion thrift @'0.8x TBV. Shareholder sale vote passed insiders aligned.3-yr window open. $NHI -Silver tsunami REIT. NHC rents 65% below mkt w/26 reset CIC recut 2yrs"  
[X Link](https://x.com/researchne89461/status/2020217678493851790)  2026-02-07T19:26Z [--] followers, [---] engagements


"https://www.marketscreener.com/news/private-equity-firm-novacap-to-buy-integral-ad-science-in-1-9-billion-deal-ce7d58ddd08bf42d My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS #ACCOMPLICE #ALTAFOX https://t.co/im1vRMkCjg https://www.marketscreener.com/news/private-equity-firm-novacap-to-buy-integral-ad-science-in-1-9-billion-deal-ce7d58ddd08bf42d My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS"  
[X Link](https://x.com/anyuser/status/1970828253238841570)  2025-09-24T12:30Z [--] followers, [---] engagements


"$BL Engaged Capital submitted a demand to inspect books & records relating to the Boards handling of multiple acquisition offers including an actionable $66 offer from SAP SE & the formation & activities of the Boards Strategic Committee. Pressure building at $BL $BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it has maintained an independent strategic committee of the Board. for more than a year. Current members. are David Henshall who is serving as Chairperson Greg Hughes & Tom Unterman. $BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it"  
[X Link](https://x.com/anyuser/status/1993574712220471475)  2025-11-26T06:57Z [--] followers, [---] engagements


"If you liked Five9 at $200 you'll love it at $20 CX leader at 1.5x sales EV multiple activists circling (Pictet 8.5% w/ Anson/Legion on board) governance defenses crumbling CIC-ready CEO. #ShowMeTheIncentives. $FIVN FIVN https://substack.com/@showmetheincentives/note/p-180133641utm_source=notes-share-action&r=4r7g5k https://substack.com/@showmetheincentives/note/p-180133641utm_source=notes-share-action&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/2002825903534117259)  2025-12-21T19:38Z [--] followers, [---] engagements


"$NSTS Overcapitalized Illinois thrift trading at 0.8x TBV. Shareholder proposal for sale process passes; board hints at strategic alternatives. Insiders aligned via CIC payday. 3-year sale window now open. micro-cap bank special sit. #showmetheincentives"  
[X Link](https://x.com/researchne89461/status/2008297204822286535)  2026-01-05T21:59Z [--] followers, [---] engagements


"@dirtcheapbanks @Attorney_CPA He means you need a catalyst 🤓😂 $NSTS https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nsts https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nsts"  
[X Link](https://x.com/researchne89461/status/2018083932961489275)  2026-02-01T22:07Z [--] followers, [--] engagements


"@ShenJiaye Agreed. Really interested to see how $BL turns out & whether Clearlake knew about the SAP bid"  
[X Link](https://x.com/researchne89461/status/2020426591906738475)  2026-02-08T09:16Z [--] followers, [--] engagements


"@dirtcheapbanks Hope you were thinking of me "We are all dinosaurs " $NSTS https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nstsutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nstsutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/2020864154832089411)  2026-02-09T14:15Z [--] followers, [---] engagements


"$PRTH Thrown out w/ the SaaS bathwater CEO Priore (58% owner) bids $6-6.15 post-Q3 dip. Activists scream lowball ($17+ SOTP). Priore kills 3rd-party sale but Delaware MFW needs MoM vote. $170m financing easy w/$57M cash +$100m revolver. Bump on the cards #ShowMeTheIncentives"  
[X Link](https://x.com/researchne89461/status/2023520344355860526)  2026-02-16T22:10Z [--] followers, [--] engagements


"https://open.substack.com/pub/showmetheincentives/p/priority-technology-holdings-incutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/priority-technology-holdings-incutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/2023520643384594450)  2026-02-16T22:11Z [--] followers, [--] engagements


"$LKQ: No stranger to activists global aftermarket parts giant launched strategic review w/ full sale explicitly on table. Ancora & Ananym agitating for change. Self Service sold ($410m) Specialty/Europe next NA FCF beast at 0.85x sales. 7.5x EBITDA https://open.substack.com/pub/showmetheincentives/p/lkq-corp-lkqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/showmetheincentives/p/lkq-corp-lkqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/researchne89461/status/2021945693028634948)  2026-02-12T13:53Z [--] followers, [---] engagements


"My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://open.substack.com/pub/researchnewsletters1/p/shenandoah-telecommunications-nasdaqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/researchnewsletters1/p/shenandoah-telecommunications-nasdaqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1957819029222994128)  2025-08-19T14:56Z [--] followers, [---] engagements


"ECP chipping away. Another 30k shares. $SHEN https://www.sec.gov/Archives/edgar/data/354963/000164117225024983/xslF345X05/ownership.xml My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5 https://www.sec.gov/Archives/edgar/data/354963/000164117225024983/xslF345X05/ownership.xml My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a"  
[X Link](https://x.com/researchne89461/status/1958467409360068978)  2025-08-21T09:53Z [--] followers, [--] engagements


"@ClarkSquareCap $RPD Off the radar cybersecurity software co. whos business is inflecting. Add to that significant activist pressure from Jana insider alignment & 10% FCF Yield. Bonus points for Cannae interest to participate in a potential acquisition of the Issuer Link in bio"  
[X Link](https://x.com/researchne89461/status/1960594381234429964)  2025-08-27T06:45Z [--] followers, [---] engagements


"My latest note is on $FONR . Definitely an interesting one. Be careful out there https://open.substack.com/pub/researchnewsletters1/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/researchnewsletters1/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/1975104646340657291)  2025-10-06T07:43Z [--] followers, [----] engagements


"Where's the Barbarians emoji https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys Corporation to be Acquired by TriArtisan Capital Advisors $6.25 (best chicken-fingers out there) $KORE Kore Group Holdings Inc. Searchlight Iv Kor: SCHEDULE 13D/A $5 $LION *STEVE COHEN'S POINT72 https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys"  
[X Link](https://x.com/anyuser/status/1985678238341865834)  2025-11-04T11:59Z [--] followers, [---] engagements


"Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5 My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5"  
[X Link](https://x.com/anyuser/status/1993390077159109074)  2025-11-25T18:43Z [--] followers, [---] engagements


"@AggieCapitalist Why $RTO"  
[X Link](https://x.com/researchne89461/status/1940359467599843422)  2025-07-02T10:38Z [--] followers, [---] engagements


"BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an Exit Specialist at the Helm the company looks primed for a takeover $BL BL https://researchnewsletters1.substack.com/p/blackline-inc-and-the-exit-specialistr=4r7g5k https://researchnewsletters1.substack.com/p/blackline-inc-and-the-exit-specialistr=4r7g5k"  
[X Link](https://x.com/anyuser/status/1954936604184961203)  2025-08-11T16:03Z [--] followers, [---] engagements


"@zoomyzoomm @spooky_JL $FWRD [--] Omni Logistics. Absolute Shocker"  
[X Link](https://x.com/researchne89461/status/1960345460461240662)  2025-08-26T14:15Z [--] followers, [---] engagements


"@zoomyzoomm Rapid7 Inc $RPD https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1960442704149799313)  2025-08-26T20:42Z [--] followers, [--] engagements


"Yahoo Finance & Insider Monkey quoting me I know it's just an AI scrape but it's better than nothing https://finance.yahoo.com/news/blackline-inc-bl-bull-case-153223943.html BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an Exit Specialist at the Helm the company looks primed for a takeover $BL BL https://t.co/HIZroLBWzx https://finance.yahoo.com/news/blackline-inc-bl-bull-case-153223943.html BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an"  
[X Link](https://x.com/researchne89461/status/1966175830658396570)  2025-09-11T16:23Z [--] followers, [---] engagements


"@InvestSpecial Thanks for the response Dalius. Yes the business has pivoted & the fundamentals are changing. Likely the buyers balked at the price in '23 the ask is much more reasonable now. Most importantly Jana Cannae & the CEO stand to benefit substantially"  
[X Link](https://x.com/researchne89461/status/1970018221018542577)  2025-09-22T06:51Z [--] followers, [--] engagements


"@InvestSpecial Itd make my day if you could read my write up & subscribe https://open.substack.com/pub/researchnewsletters1/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/researchnewsletters1/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1970018742605172845)  2025-09-22T06:54Z [--] followers, [---] engagements


"My latest write up is on $YEXT The CEO wants to take it out for $9. https://open.substack.com/pub/researchnewsletters1/p/yext-inc-yextr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/researchnewsletters1/p/yext-inc-yextr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/researchne89461/status/1970172879749947807)  2025-09-22T17:06Z [--] followers, [----] engagements


"@acidinvestments Yup agreed. Was hoping for more. On to the next one. $BL $SHEN $RPD $HSIC $YEXT"  
[X Link](https://x.com/researchne89461/status/1970831154795393026)  2025-09-24T12:42Z [--] followers, [---] engagements


"@acidinvestments I think Blackline. $BL or $YEXT . $SHEN will probably be a slow burn. Need to add $RSKD to the list. Thanks"  
[X Link](https://x.com/researchne89461/status/1970851720302621116)  2025-09-24T14:04Z [--] followers, [---] engagements


"@beaniemaxi Agreed. https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1977649406712393792)  2025-10-13T08:15Z [--] followers, [--] engagements


"@BoxLongs Agreed. Think $30 would do it. https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1977649852747338114)  2025-10-13T08:17Z [--] followers, [--] engagements


"@acidinvestments With you on $FWRD bags (unfortunately). Don't like $GRND though. Super dodgy "we have to sell coz margin call" thesis"  
[X Link](https://x.com/researchne89461/status/1979199787535573364)  2025-10-17T14:56Z [--] followers, [----] engagements


"@acidinvestments $YEXT & $FONR both pretty interesting. I think they'll get resolved before y/e"  
[X Link](https://x.com/researchne89461/status/1981390251462455601)  2025-10-23T16:00Z [--] followers, [---] engagements


"@acidinvestments 🫡 https://open.substack.com/pub/showmetheincentives/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1981391027572527145)  2025-10-23T16:03Z [--] followers, [---] engagements


"@acidinvestments Heeeeeey Awesome thanks 🙌"  
[X Link](https://x.com/researchne89461/status/1981393343222604065)  2025-10-23T16:12Z [--] followers, [--] engagements


"@Off_The_Tape I didn't have $SAP on my bingo card but I'd take it 😅 https://open.substack.com/pub/showmetheincentives/p/blackline-inc-and-the-exit-specialistutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/blackline-inc-and-the-exit-specialistutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1983148358752711142)  2025-10-28T12:26Z [--] followers, [---] engagements


"@EndThePods @acidinvestments Have you looked at $HDSN Might be totally different ballpark but figured I'd ask anyway"  
[X Link](https://x.com/researchne89461/status/1985767009670386003)  2025-11-04T17:52Z [--] followers, [---] engagements


"@joinyellowbrick @a1b1c67eudhhd @Sbu_Mok @nicholasp66 @ClarkSquareCap I do That's me 😁 https://open.substack.com/pub/showmetheincentives/p/blackline-inc-and-the-exit-specialistutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/blackline-inc-and-the-exit-specialistutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1986784186317824189)  2025-11-07T13:13Z [--] followers, [--] engagements


"@mentalmodelcap https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1987112482922533205)  2025-11-08T10:58Z [--] followers, [--] engagements


"$FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters. My latest note is on $FONR . Definitely an interesting one. Be careful out there https://t.co/EUs4HxOMB8 https://t.co/QvvJCwbHfH My latest note is on $FONR . Definitely an interesting one. Be careful out there https://t.co/EUs4HxOMB8 https://t.co/QvvJCwbHfH"  
[X Link](https://x.com/anyuser/status/1987880517413294556)  2025-11-10T13:50Z [--] followers, [---] engagements


"$BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it has maintained an independent strategic committee of the Board. for more than a year. Current members. are David Henshall who is serving as Chairperson Greg Hughes & Tom Unterman. BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an Exit Specialist at the Helm the company looks primed for a takeover $BL BL https://t.co/HIZroLBWzx BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale."  
[X Link](https://x.com/anyuser/status/1987884494045528331)  2025-11-10T14:06Z [--] followers, [---] engagements


"@Off_The_Tape + $GBIO (maybe too small for you) $SLVM (poison pill) $FONR (CEO comment re: price)"  
[X Link](https://x.com/researchne89461/status/1988219491239796996)  2025-11-11T12:17Z [--] followers, [---] engagements


"@0xMerridew $FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters"  
[X Link](https://x.com/researchne89461/status/1988522163029119244)  2025-11-12T08:20Z [--] followers, [---] engagements


"@InvestSpecial Agreed it's very interesting here. They also quietly brought in a new CFO with deep experience across software + PE (ex Francisco Partners). Base $450K + $250K sign-on + 75% bonus target. But the kicker: $10m equity grant - 100% vests in change of control"  
[X Link](https://x.com/researchne89461/status/1989387792296898899)  2025-11-14T17:39Z [--] followers, [--] engagements


"@InvestSpecial https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/researchne89461/status/1989387833933795547)  2025-11-14T17:39Z [--] followers, [--] engagements


"@acidinvestments It was a classic unwanted spin off. Lots of DOGE negatives. Reminds me of $SLVM. Which incidentily appears to be in play"  
[X Link](https://x.com/researchne89461/status/1993377396385628680)  2025-11-25T17:53Z [--] followers, [--] engagements


"Barclays filed a 13G w/5.2% of the company. [-------] shares. Sounds like the full amount for ECP/ Hill City standstill. getting closer. My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5 My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5"  
[X Link](https://x.com/anyuser/status/1993391532381213090)  2025-11-25T18:49Z [--] followers, [---] engagements


"@CalgaryLeveen @ACapitalLP Think you're on to something re $SLVM 👍"  
[X Link](https://x.com/researchne89461/status/1995896366313169389)  2025-12-02T16:42Z [--] followers, [---] engagements


"@TaylorStCap I mean you could read the piece of you'd like. What's your read of [--] 13D filings & "actively engaging with the issuer""  
[X Link](https://x.com/researchne89461/status/2003112149842112589)  2025-12-22T14:35Z [--] followers, [--] engagements


"@valuedontlie Aw man so cool of you to do that. 🙌🫡"  
[X Link](https://x.com/researchne89461/status/2006757695727219162)  2026-01-01T16:01Z [--] followers, [--] engagements


"Activist Engaged ready to run proxy fight at BlackLine $BL . Getting Spicy 🌶 https://www.reuters.com/markets/wealth/activist-engaged-ready-run-proxy-fight-blackline-sources-say-2026-01-12/ $BL Engaged Capital submitted a demand to inspect books & records relating to the Boards handling of multiple acquisition offers including an actionable $66 offer from SAP SE & the formation & activities of the Boards Strategic Committee. Pressure building at $BL https://www.reuters.com/markets/wealth/activist-engaged-ready-run-proxy-fight-blackline-sources-say-2026-01-12/ $BL Engaged Capital submitted a"  
[X Link](https://x.com/anyuser/status/2010795132430471333)  2026-01-12T19:24Z [--] followers, [---] engagements


"scratch that Ed McKay says it's $10m annually $SHEN ECP will be happy with that https://www.sec.gov/Archives/edgar/data/354963/000117184325007857/exh_991.htm Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN https://www.sec.gov/Archives/edgar/data/354963/000117184325007857/exh_991.htm Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN"  
[X Link](https://x.com/anyuser/status/1999150293209256210)  2025-12-11T16:12Z [--] followers, [---] engagements


"$MNRO Consultant-led turnaround draws Icahn 17% & Gabelli 6% aggressive buys trigger poison pill. Interim fixer now perm CEO w/hefty equity vesting at $40/share. Incentives point to sale/unlock. 👇 #showmetheincentives https://open.substack.com/pub/showmetheincentives/p/monro-inc-mnroutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/monro-inc-mnroutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/2006480842890375621)  2025-12-31T21:41Z [--] followers, [----] engagements


"@DannyOcean555 @HatfieldCapital I think it's interesting here 3x sales. Some interesting language in the employee agreements too for the Co-CEO's. $TENB TENB https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/researchne89461/status/2002805638230069597)  2025-12-21T18:17Z [--] followers, [---] engagements


"@ChrisDeMuthJr @dirtcheapbanks & a catalyst https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nstsutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nstsutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/2020903816204337283)  2026-02-09T16:53Z [--] followers, [--] engagements


"@VolaDuck @zoomyzoomm I think KKR may come back to the table. Clock is ticking for Vista et. al. $IAS IAS https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/researchne89461/status/1958863232103272794)  2025-08-22T12:06Z [--] followers, [--] engagements


"Latest post out on Henry Schein $HSIC https://open.substack.com/pub/researchnewsletters1/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/researchnewsletters1/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1965795288192594313)  2025-09-10T15:11Z [--] followers, [---] engagements


"I wrote a note today on $TASK Really interesting situation w/ Blackstone & Co-Founders trying to take it out on the cheap. Two activists have come out against the offer noting a flawed process & will be voting against the proposal. https://open.substack.com/pub/showmetheincentives/p/taskus-inc-taskutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/taskus-inc-taskutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1975941599982207293)  2025-10-08T15:09Z [--] followers, [---] engagements


"Ready for some drama at Turtle Beach $TBCH Donerail controls the board buybacks are ramping mgmt dropped a poison pill & the "Value Enhancement Committee" has one job. https://open.substack.com/pub/showmetheincentives/p/turtle-beach-corp-tbchutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/turtle-beach-corp-tbchutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1982933674145533969)  2025-10-27T22:13Z [--] followers, [---] engagements


"@0xMerridew Like $YEXT I think $TBCH & $FONR are interesting too. Likely $HSIC too but maybe longer. https://open.substack.com/pub/showmetheincentives/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1986301506069438542)  2025-11-06T05:15Z [--] followers, [---] engagements


"@DannyOcean555 @ACapitalLP Really like $HSIC & $BLDR too. Think $SHEN is a dark horse. Re: SaaS I think $TENB $RPD & $BL https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1994079179034218758)  2025-11-27T16:21Z [--] followers, [---] engagements


"@valuedontlie $BL $HSIC & $RPD come to mind. $SLVM a bit of a dark horse too (not really activist)"  
[X Link](https://x.com/researchne89461/status/2000924148252729787)  2025-12-16T13:41Z [--] followers, [---] engagements


"$RPD Wrote a note on Rapid7 & why I think it's an interesting situation. Let me know your thoughts Any & All Feedback welcome #JANA #CANNAE #UBS #MERGER #RPD $RPD RPD #SHOWMETHEINCENTIVES https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k"  
[X Link](https://x.com/anyuser/status/1960347413962477819)  2025-08-26T14:23Z [--] followers, [---] engagements


"$RPD The market hated guidance. Stock was crushed. JANA stepping up for 200k shares in the hole. CEO Corey Thomas & two directors stepping up for a few k shares. Tells me a couple of things 1) they see value here 2) They are not in a process. https://www.sec.gov/Archives/edgar/data/1560327/000090266425005152/xslF345X05/ownership.xml $RPD Wrote a note on Rapid7 & why I think it's an interesting situation. Let me know your thoughts Any & All Feedback welcome https://t.co/gFiEopIJzh #JANA #CANNAE #UBS #MERGER #RPD $RPD RPD #SHOWMETHEINCENTIVES https://t.co/1VN0WIXDCs"  
[X Link](https://x.com/anyuser/status/1993581065009873046)  2025-11-26T07:22Z [--] followers, [---] engagements


"$TENB Insiders aligned. Co-CEO w/ deep ITM options + VERY specific change in control protections. Buybacks ramping & PE rumors swirling. @ 3x sales. #Showmetheincentives . https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/anyuser/status/1994513027463614764)  2025-11-28T21:05Z [--] followers, [---] engagements


"FONAR stockholders to receive $19.00 per share of common stock in an all-cash transaction. $FONR FONR #showmetheincentives $FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters. $FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters"  
[X Link](https://x.com/researchne89461/status/2005902303421673768)  2025-12-30T07:22Z [--] followers, [---] engagements


"$NHI Silver Tsunami REIT w/ an event kicker. L&B proxy scars NHC rents 65% below market (2026 reset). NEOs' CIC's updated. SHOP pivot + board purge = sale prep Senior Housing undersupply boom. FFO turning up. #ShowMeTheIncentives #REITs $BKD NHI https://showmetheincentives.substack.com/p/national-health-investors-inc-nhi https://showmetheincentives.substack.com/p/national-health-investors-inc-nhi"  
[X Link](https://x.com/anyuser/status/2017307475423179105)  2026-01-30T18:42Z [--] followers, [---] engagements

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