#  @sevencornerscap SevenCornersCapital SevenCornersCapital posts on X about $soc, $rily, $psh, $pshzf the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::755440926483476480/interactions)  - [--] Week [-----] +45% - [--] Month [------] +120% - [--] Months [------] +42% - [--] Year [-------] -36% ### Mentions: [--] [#](/creator/twitter::755440926483476480/posts_active)  - [--] Week [--] -84% - [--] Month [--] +33% - [--] Months [---] +46% - [--] Year [---] -10% ### Followers: [-----] [#](/creator/twitter::755440926483476480/followers)  - [--] Week [-----] +0.27% - [--] Month [-----] +4.70% - [--] Months [-----] +7.40% - [--] Year [-----] +18% ### CreatorRank: [---------] [#](/creator/twitter::755440926483476480/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 23.42% [finance](/list/finance) 22.52% [technology brands](/list/technology-brands) 7.21% [cryptocurrencies](/list/cryptocurrencies) 4.5% [fashion brands](/list/fashion-brands) 1.8% [countries](/list/countries) 1.8% [automotive brands](/list/automotive-brands) 0.9% [travel destinations](/list/travel-destinations) 0.9% [ncaa football](/list/ncaa-football) 0.9% **Social topic influence** [$soc](/topic/$soc) 11.71%, [$rily](/topic/$rily) 10.81%, [$psh](/topic/$psh) 8.11%, [$pshzf](/topic/$pshzf) 8.11%, [$staa](/topic/$staa) 8.11%, [$rilyp](/topic/$rilyp) 7.21%, [in the](/topic/in-the) 5.41%, [$amzn](/topic/$amzn) 4.5%, [link](/topic/link) 3.6%, [$gnw](/topic/$gnw) 3.6% **Top accounts mentioned or mentioned by** [@billackman](/creator/undefined) [@fasttradeking](/creator/undefined) [@hntrbrkmedia](/creator/undefined) [@whitneytilson](/creator/undefined) [@philmickelson](/creator/undefined) [@esghound](/creator/undefined) [@komatinskys](/creator/undefined) [@thebusyburr](/creator/undefined) [@riteaid](/creator/undefined) [@boardroomalpha](/creator/undefined) [@fs24264828](/creator/undefined) [@aureliusvalue](/creator/undefined) [@realdealleal](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@seawolfcap](/creator/undefined) [@servedpodcast](/creator/undefined) [@jcposadas12](/creator/undefined) [@thenarrenschiff](/creator/undefined) [@onodacapital](/creator/undefined) [@cornelialake](/creator/undefined) **Top assets mentioned** [Sable Offshore Corp. (SOC)](/topic/$soc) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Genworth Financial, Inc. (GNW)](/topic/$gnw) [MEI Pharma, Inc. (MEIP)](/topic/$meip) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Metadium (META)](/topic/$meta) [Radworks (RAD)](/topic/$rad) [Stader (SD)](/topic/$sd) [AT&T Inc. (T)](/topic/$t) [SIX (SIX)](/topic/$six) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Roivant Sciences Ltd. Common Shares (ROIV)](/topic/$roiv) [Immunovant, Inc. Common Stock (IMVT)](/topic/$imvt) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Brookfield Corporation (BN)](/topic/$bn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Spotify Technology (SPOT)](/topic/$spot) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Hilton Hotels Corporation Common Stock (HLT)](/topic/$hlt) [Nike Inc (NKE)](/topic/$nke) [8B People vs [-----] Billionaires (8B)](/topic/$8b) [DisChain (DIS)](/topic/$dis) [Starbucks Corporation (SBUX)](/topic/$sbux) [Shoulder Innovations, Inc. (SI)](/topic/$si) ### Top Social Posts Top posts by engagements in the last [--] hours "See original $AMR (fka Contura) 13D filing linked below along with letter to the BoD. He added to the pos as time went on which has been a massive home run investment. https://www.sec.gov/Archives/edgar/data/1704715/000092189521001902/sc13da212866003_07272021.htm https://www.sec.gov/Archives/edgar/data/1704715/000092189521001902/sc13da212866003_07272021.htm" [X Link](https://x.com/sevencornerscap/status/2019790439029583945) 2026-02-06T15:09Z [----] followers, [---] engagements "Link to full letter to $AMR BoD: https://www.sec.gov/Archives/edgar/data/1704715/000101359420000728/ex991cei13d-100720.htm https://www.sec.gov/Archives/edgar/data/1704715/000101359420000728/ex991cei13d-100720.htm" [X Link](https://x.com/sevencornerscap/status/2019791260203000171) 2026-02-06T15:12Z [----] followers, [---] engagements "Letter sent to $SIRI IR team today. Company is seemingly in terminal decline judging by the stock. Time to divest @HowardStern (who has clearly lost his fastball βΎβΎβΎ)" [X Link](https://x.com/sevencornerscap/status/1866526557902344648) 2024-12-10T16:53Z [----] followers, [----] engagements "Ppl are underestimating the $SOC 13G filed by Continental General on Feb 3rd (10MM sh pos). This ins co is run by the same person who got into $AMR big in [----] around $4.40/sh (now its $208/sh). He previously worked for @DanielSLoeb1 & is a brilliant nat resources investor IMHO" [X Link](https://x.com/sevencornerscap/status/2019788624405942662) 2026-02-06T15:01Z [----] followers, [----] engagements "Have to give credit where it is due (even tho he blocks me): @Biohazard3737 killed it on $ROIV & $IMVT. Investigated these but sadly never bot. Great calls there sir. π«‘π«‘π«‘" [X Link](https://x.com/sevencornerscap/status/2020956170073079813) 2026-02-09T20:21Z [----] followers, [---] engagements "Stress is placed on above-market earnings growth & ability to acquire large stakes easily in mega cap holdings. $UBER $AMZN $META $GOOG Pershing thinks the large capex spend is actually a good thing (they will be wise investments over the long term)" [X Link](https://x.com/sevencornerscap/status/2021611392273354945) 2026-02-11T15:44Z [----] followers, [---] engagements "So $PAR is down 56% over the past year & now they decide to pay for an acquisition with stock Wowshareholders be damned π" [X Link](https://x.com/sevencornerscap/status/2015787110809100485) 2026-01-26T14:01Z [----] followers, 14.9K engagements "That de-escalated quicklyππππ $GULTU That escalated quicklyπππ $GULTU https://t.co/VCJJIuGFI3 That escalated quicklyπππ $GULTU https://t.co/VCJJIuGFI3" [X Link](https://x.com/sevencornerscap/status/2016529302045491576) 2026-01-28T15:10Z [----] followers, [---] engagements "@FastTradeKing @kellyy_007 @hntrbrkmedia So you admit that @hntrbrkmedia is actually a market participant not a journalism entity Interesting $SOC" [X Link](https://x.com/sevencornerscap/status/2019793334978437439) 2026-02-06T15:20Z [----] followers, [---] engagements "100 years ago this week: Joseph P Kennedy Sr leads investor group that buys FBO Pictures for $1.1MM (with $200K down). This deal the cornerstone of the Kennedy Dynasty & Camelot merits only a brief notice in the @nytimes on page [--] of [--] of its 2/8/1926 edition. π" [X Link](https://x.com/sevencornerscap/status/2019863606246981637) 2026-02-06T19:59Z [----] followers, [---] engagements "Four Proposals have been submitted to Genworth $GNW for a vote at the [----] Annual Meeting of shareholders. See specific text of proposals attached. Will the co include these in the [----] proxy stmtor do they not give a damn about GNWs true owners cc: @Genworth BoD" [X Link](https://x.com/sevencornerscap/status/2019877564106568003) 2026-02-06T20:55Z [----] followers, [---] engagements "Pershing Square $PSH $PSHZF annual meeting news π¨π¨π¨: $META is now a 10% pos initiated in November. $AMZN is now a 13% pos" [X Link](https://x.com/sevencornerscap/status/2021608423641452979) 2026-02-11T15:33Z [----] followers, [---] engagements "Pershing thinks $BN could earn $7/sh in [----] a 25% CAGR (position established in May 2024)" [X Link](https://x.com/sevencornerscap/status/2021613014290493824) 2026-02-11T15:51Z [----] followers, [---] engagements "Pershing says $TSLA should partner with $UBER on AVs" [X Link](https://x.com/sevencornerscap/status/2021613213540831243) 2026-02-11T15:52Z [----] followers, [---] engagements "$AMZN could nearly double their retail profitability. Pershing average cost was $178/sh" [X Link](https://x.com/sevencornerscap/status/2021613731470311772) 2026-02-11T15:54Z [----] followers, [---] engagements "$UMG only trades at 17X earnings (excluding value of $SPOT ownership stake). Bollore stock overhang is holding stock back; also US listing has been delayed" [X Link](https://x.com/sevencornerscap/status/2021614376873070603) 2026-02-11T15:56Z [----] followers, [---] engagements "Pershing has sold out of his $HLT $CPKC & $CMG positions completely. (We already knew about the latter two). $HLT was a 4-bagger" [X Link](https://x.com/sevencornerscap/status/2021618668808147067) 2026-02-11T16:13Z [----] followers, [---] engagements "$NKE in the rearview. Bad investment. π³" [X Link](https://x.com/sevencornerscap/status/2021619049499664536) 2026-02-11T16:15Z [----] followers, [---] engagements "Kennedy made an estimated $4.25MM profit (or $425MM in todays $) on the deal in a little over [---] years cashing out less than a year before the [----] Crash (which he famously avoided completely)" [X Link](https://x.com/sevencornerscap/status/2019866920032596170) 2026-02-06T20:12Z [----] followers, [--] engagements "Seven Corners Capital blog post published 2/18/19: "Genworth: Updated SotP Calculation = $9.58/Share". $GNW https://www.sevencornerscapital.com/single-post/2019/02/18/Genworth-Updated-SotP-Calculation-958Share https://www.sevencornerscapital.com/single-post/2019/02/18/Genworth-Updated-SotP-Calculation-958Share" [X Link](https://x.com/sevencornerscap/status/1097623686532743168) 2019-02-18T22:27Z [----] followers, [--] engagements "@komatinskys @thebusyburr @riteaid What a surprise - $AMZN continues to run rings around $RAD introducing exciting new services. Bodaken et al fast asleep as usual. Shocker. https://www.businesswire.com/news/home/20200924005810/en/Introducing-Luna https://www.businesswire.com/news/home/20200924005810/en/Introducing-Luna" [X Link](https://x.com/sevencornerscap/status/1309543555099230209) 2020-09-25T17:21Z [----] followers, [--] engagements "@komatinskys @thebusyburr @riteaid $AMZN's market cap ($1.53T) is now 2767X that of $RAD ($553MM) () In early [----] $RAD's market cap ($8B) was 47X that of $AMZN ($170MM). So long $RAD.you were once relevant to investors (and consumers). Not much anymore thanks to your BoD" [X Link](https://x.com/sevencornerscap/status/1309549385492111361) 2020-09-25T17:44Z [----] followers, [--] engagements "@eriksen_tim Good luck with $NNUP. Former shareholder here. They are incorporated in MD for a reasonand not a good one (Im dealing with a similar situation also a MD co). Looks like you may have to sue" [X Link](https://x.com/sevencornerscap/status/1488712553488392196) 2022-02-02T03:15Z [----] followers, [--] engagements "Bizarre to see Blackwells settle with $RTL & $GNL. AR Global gets their extortionate $375MM payment (I think). Blackwells agrees to a 10-year standstill() Thought they had Weil et al nearly check-mated. Blackwells just blew all their activist street cred. Mind-blown" [X Link](https://x.com/sevencornerscap/status/1665809132216098817) 2023-06-05T19:53Z [----] followers, [---] engagements "This you Blackwells What a joke ππ€‘π€£ $GNL $RTL" [X Link](https://x.com/sevencornerscap/status/1665809587973365761) 2023-06-05T19:55Z [----] followers, [---] engagements "Very saddened to hear about the death of $VATE CEO Wayne Barr. Got to know him when he was CEO of $CCUR super friendly and overall just a good guy" [X Link](https://x.com/sevencornerscap/status/1683435929191473152) 2023-07-24T11:16Z [----] followers, [---] engagements "SCC Q3 [----] Portfolio Report: Holdings discussed include $PSH $PSHZF / $GNW / $SD / $MACK The SCC Portfolio finished Q3 [----] up 4% on the year versus up 12% for the S&P [---] (each including dividends received). Link to full report here: https://www.sevencornerscapital.com/blog https://www.sevencornerscapital.com/blog" [X Link](https://x.com/sevencornerscap/status/1709239098014151004) 2023-10-03T16:08Z [----] followers, [---] engagements "Nice settlement by Anson & Cable Car with $MEIP this AM. Shareholders get $1.75/sh back now + potential additional $9.33MM back depending on ME-344 data. Importantly ex-CEO Gold & conflicted Dir Kango are GONE. ADULTS ARE NOW IN CHARGE AT MEIP. πππ https://www.meipharma.com/press-releases/mei-pharma-enters-agreement-anson-funds-and-cable-car-capital https://www.meipharma.com/press-releases/mei-pharma-enters-agreement-anson-funds-and-cable-car-capital" [X Link](https://x.com/sevencornerscap/status/1719709159183048765) 2023-11-01T13:33Z [----] followers, [----] engagements "$PSH $PSHZF NAV about to break thru the $60/sh barrier for the first time. Stock about to go $40. Keep pushing forward @billackman" [X Link](https://x.com/sevencornerscap/status/1728483871950336353) 2023-11-25T18:40Z [----] followers, [---] engagements "@FriendlyBearSA @rtclark Also the Investor Day deck listed a hypothetical [----] EV for Badcock. Not what its worth today. Who knows whether this $390MM valuation will pan out but $RILY will continue to participate in the combined co & benefit if things turn around" [X Link](https://x.com/sevencornerscap/status/1736922414322167880) 2023-12-19T01:32Z [----] followers, [---] engagements "@boardroomalpha Aintabioh yeah the guy who completely sold out all his fellow shareholders last year by backing the $GNL & $RTL merger after calling it cockamamie. He has ZERO CREDIBILITY. https://www.businesswire.com/news/home/20230605005287/en/Global-Net-Lease-The-Necessity-Retail-REIT-and-AR-Global-Enter-into-Cooperation-Agreement-with-Blackwells-Capital https://www.businesswire.com/news/home/20230605005287/en/Global-Net-Lease-The-Necessity-Retail-REIT-and-AR-Global-Enter-into-Cooperation-Agreement-with-Blackwells-Capital" [X Link](https://x.com/sevencornerscap/status/1743431449460752611) 2024-01-06T00:37Z [----] followers, [--] engagements "@boardroomalpha Memba this Jason $GTL $RTL $DIS" [X Link](https://x.com/sevencornerscap/status/1743432232067637279) 2024-01-06T00:40Z [----] followers, [--] engagements "Cant the co simply fix a record date for the special meeting immediately prior to the recent stock sale to FC Then the entrenched Dir could still vote his old stock. Seems co has discretion on this point. π€«π€«π€« $PRKA https://www.sec.gov/Archives/edgar/data/1297937/000107878212001793/f8k071612_ex3z1.htm Focused Compounding Fund LP Issues Open Letter to the Board of Parks America Inc. https://t.co/TGNNBlagvJ $PRKA https://www.sec.gov/Archives/edgar/data/1297937/000107878212001793/f8k071612_ex3z1.htm Focused Compounding Fund LP Issues Open Letter to the Board of Parks America Inc." [X Link](https://x.com/sevencornerscap/status/1744450139320684802) 2024-01-08T20:04Z [----] followers, [----] engagements "FC is effectively asking for a special right of first refusal to buy stock in preference to all other shareholders (giving them change of control privileges for no/minimal premium). Not sure a judge will grant them this esp if it could imperil cos tax assets. $PRKA What is going on at $PRKA Is management legit trying to destroy shareholder value by issuing equity for zero Is there no protection other than our patron saint $GEOFF standing guard Serious question tho - I do not know all the details @FocusedCompound https://t.co/D9cTVb1fu8 What is going on at $PRKA Is management legit trying to" [X Link](https://x.com/sevencornerscap/status/1765038794603151785) 2024-03-05T15:36Z [----] followers, [----] engagements "Also capital raises are already governed by existing law (biz judgement rule entire fairness doctrine for related-party transactions etc). So dont see this lawsuit gaining much traction. But a nice win for the lawyers π $PRKA" [X Link](https://x.com/sevencornerscap/status/1765039519370494185) 2024-03-05T15:39Z [----] followers, [---] engagements "$PSH $PSHZF Annual shareholder letter out recently penned by the prolific @BillAckman. Fantastic read. Share price is now up 250% since we recommended backing BillAck & PSH in June [----]. πππ Link to full letter:" [X Link](https://x.com/sevencornerscap/status/1773069527925862411) 2024-03-27T19:28Z [----] followers, [---] engagements "Link to full SCC long thesis for $PSH $PSHZF: https://seekingalpha.com/article/4181122-ackman-is-back-time-to-back-ackman-via-pershing-square-holdings https://seekingalpha.com/article/4181122-ackman-is-back-time-to-back-ackman-via-pershing-square-holdings" [X Link](https://x.com/sevencornerscap/status/1773069929123652038) 2024-03-27T19:29Z [----] followers, [---] engagements "@KeithMcCullough @BillAckman Ok Boomerπ $PSH $PSHZF" [X Link](https://x.com/sevencornerscap/status/1820055147277386075) 2024-08-04T11:12Z [----] followers, [---] engagements "Theoretically he could have bot some $SBUX post 6/30 unlikely however. Updated NAV should be released tonight" [X Link](https://x.com/sevencornerscap/status/1823820067525861833) 2024-08-14T20:32Z [----] followers, [---] engagements "Interesting developments at $RILY today. Buyout offer by founder @ $7/sh. He knows big $ that could potentially help finance the deal (Elliott was original go-public investor). Sowill prefs continue to receive dividends $RILYP Shorts now on defense. π§" [X Link](https://x.com/sevencornerscap/status/1824438032411361576) 2024-08-16T13:28Z [----] followers, [----] engagements "Pretty good summary of $RILY situation by a SA poster attached (btw much more rational discussion on SA than listening to hyperventilating spastic bear Space calls). π Long $RILYP" [X Link](https://x.com/sevencornerscap/status/1825252356549665126) 2024-08-18T19:24Z [----] followers, [----] engagements "I will be in my 2nd home of NYC next week & the week after. βπ Any $RILY π§Έs want to meet up for a πΊ pls lmk πππ $RILYP" [X Link](https://x.com/sevencornerscap/status/1825271910709796964) 2024-08-18T20:41Z [----] followers, [----] engagements "Lower interest rates just around the corner which should be a boon for $RILY M&A & capital raise biz as well as consumer segments (including FRG). Despite shorts constant doom & gloom drumbeat a major near-term turnaround in the biz is entirely plausible IMHO. $RILYP" [X Link](https://x.com/sevencornerscap/status/1825699794032918826) 2024-08-20T01:02Z [----] followers, [----] engagements "@fs24264828 @AureliusValue @_Real_Deal_Leal @AlderLaneEggs @Seawolfcap Dont bother ccing ππ€‘. Coward is afraid & blocks me" [X Link](https://x.com/sevencornerscap/status/1846313767485034563) 2024-10-15T22:14Z [----] followers, [--] engagements "@fs24264828 @AureliusValue @_Real_Deal_Leal @AlderLaneEggs @Seawolfcap Where is my $SI tax writeoff goddamn it ππ€‘ says I am a former Silvergate long Give me my massive refund already πππ" [X Link](https://x.com/sevencornerscap/status/1846362411650998297) 2024-10-16T01:27Z [----] followers, [--] engagements "PDF of the full letter may be accessed here $RILY https://www.sevencornerscapital.com/_files/ugd/153e48_10a6df953dc74a8ea1f731224fdc4c3d.pdf https://www.sevencornerscapital.com/_files/ugd/153e48_10a6df953dc74a8ea1f731224fdc4c3d.pdf" [X Link](https://x.com/sevencornerscap/status/1859702818686578918) 2024-11-21T20:57Z [----] followers, [---] engagements "Note: If the $150MM of 13F securities was already included in the $530-540MM # in the NT-10Q for 9/30 then the $845MM # in the letter for 9/30 should instead be $695MM (160MM C/CE + 535MM loans rec/securities). Actual # is unclear from $RILY disclosures" [X Link](https://x.com/sevencornerscap/status/1859962901026722046) 2024-11-22T14:11Z [----] followers, [----] engagements "Interestingly $T stock was $127 on 10/1/1924 now its $23. Proves that what really counts in investing over the *very* LT is return of capital to shareholders (divs + spinoffs) rather than stock price appreciationwith $BRK being the exception proving the rule" [X Link](https://x.com/sevencornerscap/status/1873737270265778618) 2024-12-30T14:25Z [----] followers, [---] engagements "Granted adjusted for stock splits back to [----] $T stock price would be $1490. Still the stock price CAGR for $T over the past [---] years would only be about 2.5%" [X Link](https://x.com/sevencornerscap/status/1873743037815541806) 2024-12-30T14:48Z [----] followers, [---] engagements "$PSH $PSHZF $UMG To clarify today's $UMG press release posted below Pershing Square exercised its registration rights in UMG in order to catalyze a U.S. listing of the company. Our reg rights agreement requires that Pershing Square sell $500 million of UMG shares (of its current $3.3 billion https://t.co/ZA5Y2AgfYU To clarify today's $UMG press release posted below Pershing Square exercised its registration rights in UMG in order to catalyze a U.S. listing of the company. Our reg rights agreement requires that Pershing Square sell $500 million of UMG shares (of its current $3.3 billion" [X Link](https://x.com/sevencornerscap/status/1879702656605921694) 2025-01-16T01:30Z [----] followers, [---] engagements "$MEIP now trading for less than net cash of $23MM. Also has potential CVRs worth up to $9/sh (NOTE: 6.66MM shs O/S). Nice settlement by Anson & Cable Car with $MEIP this AM. Shareholders get $1.75/sh back now + potential additional $9.33MM back depending on ME-344 data. Importantly ex-CEO Gold & conflicted Dir Kango are GONE. ADULTS ARE NOW IN CHARGE AT MEIP. πππ https://t.co/s2jQ4r5nnU https://t.co/1uUl9NhTZr Nice settlement by Anson & Cable Car with $MEIP this AM. Shareholders get $1.75/sh back now + potential additional $9.33MM back depending on ME-344 data. Importantly ex-CEO Gold &" [X Link](https://x.com/sevencornerscap/status/1889823428754153502) 2025-02-12T23:46Z [----] followers, [---] engagements "Why did ππ€‘ delete all of his tweets in [----] Was he trying to hide something IF SO WHAT π€π€π€ $BYON $ENVX $TRUP $RILY $GLASF $MDXG $OSTK" [X Link](https://x.com/sevencornerscap/status/1892325872457183517) 2025-02-19T21:30Z [---] followers, [----] engagements "@WhitneyTilson @realDonaldTrump @NYCMayor Isnt NYCs congestion pricing a prime example of regressive taxation though If so why support it" [X Link](https://x.com/sevencornerscap/status/1892377098884423750) 2025-02-20T00:53Z [---] followers, [--] engagements "Methinks somebody has a Mail Order Brain ππβππ€‘ $ENVX $BYON" [X Link](https://x.com/sevencornerscap/status/1892696457741783368) 2025-02-20T22:02Z [---] followers, [---] engagements "Can somebody please do a wellness check on ππ€‘ Tks πππ $BYON $ENVX $RILY $RILYP" [X Link](https://x.com/sevencornerscap/status/1893050219895418993) 2025-02-21T21:28Z [---] followers, [----] engagements "Four shareholder proposals have been submitted for the [----] Genworth annual meeting: $GNW [--]. $ACT Enact stake strategic alternatives; [--]. Proxy access; [--]. CEO succession plan; and [--]. In-person annual meeting option. Check your proxy in April" [X Link](https://x.com/sevencornerscap/status/1894372800904769936) 2025-02-25T13:04Z [----] followers, [---] engagements "If $HHH board refuses @billackman most recent offer he should sell $PSH entire stake in HHH and move on to greener pastures. We $PSH & $PSHZF shareholders have underwritten enough pro bono work at HHH. Return on futher invested brain damage would not be worth it" [X Link](https://x.com/sevencornerscap/status/1895980871406272839) 2025-03-01T23:34Z [----] followers, [---] engagements "@BillAckman Need I go on Ok I willπ " [X Link](https://x.com/sevencornerscap/status/1943375905453142102) 2025-07-10T18:24Z [----] followers, [---] engagements "$MEIP catching a bid this week but no news (afaik). Something is up π€" [X Link](https://x.com/sevencornerscap/status/1945539100108284229) 2025-07-16T17:40Z [----] followers, [---] engagements "Another day another explosion in $RILY and $RILYP stock. π π€·βπ€·βπ€·β" [X Link](https://x.com/sevencornerscap/status/1945942377308287412) 2025-07-17T20:23Z [----] followers, [---] engagements "Well there we go $MEIP https://www.businesswire.com/news/home/20250718252887/en/MEI-Pharma-Announces-%24100000000-Private-Placement-to-Initiate-Litecoin-Treasury-Strategy-Becoming-First-and-Only-Publicly-Traded-LTC-Holder-on-a-National-Exchange https://www.businesswire.com/news/home/20250718252887/en/MEI-Pharma-Announces-%24100000000-Private-Placement-to-Initiate-Litecoin-Treasury-Strategy-Becoming-First-and-Only-Publicly-Traded-LTC-Holder-on-a-National-Exchange" [X Link](https://x.com/sevencornerscap/status/1946213458191495357) 2025-07-18T14:20Z [----] followers, [---] engagements "& $PSH $PSHZF doing what PSH usually does. @BillAckman is a (thankfully) a much better investor than tennis player πΎπΎπΎ" [X Link](https://x.com/sevencornerscap/status/1953127940968841425) 2025-08-06T16:16Z [----] followers, [---] engagements "Interesting verbiage included in Broadwood Cap 13D re $STAA last Friday (8/8). They plan to contact potential other strategic acquirers πππ Mgmt overhaul @ $STAA continues at pace. Key to note emphasis on (A) innovation & (B) cost cutting (in line with our prior letter to the BoD). Meanwhile LT holder Broadwood continues to hover up shares on the open market now own 12MM. Broadwood is highly concentrated. https://t.co/VsnuwKscKx Mgmt overhaul @ $STAA continues at pace. Key to note emphasis on (A) innovation & (B) cost cutting (in line with our prior letter to the BoD). Meanwhile LT holder" [X Link](https://x.com/sevencornerscap/status/1954979238651527488) 2025-08-11T18:52Z [----] followers, [---] engagements "πππ $STAA Broadwood (27% owner) says it will vote against Alcon merger citing inadequate process ans low sales price. Says Alcon initially offered $55 + $7 CVR now wants STAA on the cheap just as ops are turning around. https://finance.yahoo.com/news/broadwood-announces-intent-vote-against-110000028.html https://finance.yahoo.com/news/broadwood-announces-intent-vote-against-110000028.html" [X Link](https://x.com/sevencornerscap/status/1962857740159590787) 2025-09-02T12:38Z [----] followers, [----] engagements "What happened to @ricksCEO account $RICK" [X Link](https://x.com/sevencornerscap/status/1970235158721921251) 2025-09-22T21:14Z [----] followers, [---] engagements "A lot of $PAR bulls on here. Question for you all: Why does their GAAP bottomline never seem to improve with increased scale" [X Link](https://x.com/sevencornerscap/status/1970235599111234037) 2025-09-22T21:15Z [----] followers, [----] engagements "Somebody responded acquisitions & then deleted their post. I get that acquisitions make things short-term messy but this reminds me of $AGN Allergan a bit trying to hide poor economics behind half-baked non-GAAP earnings. π€·βπ€·βπ€·β" [X Link](https://x.com/sevencornerscap/status/1970451101594907116) 2025-09-23T11:32Z [----] followers, [---] engagements "In April I tried to interest Sandridge Energy $SD in making an offer of some kind for $AMPY (see below) but they apparently were asleep at the wheel. AMPY stock is up 140% since. So I emailed again SD today: WTF happened guys #frustrated" [X Link](https://x.com/sevencornerscap/status/1971309364112962007) 2025-09-25T20:22Z [----] followers, [----] engagements "Wow new Broadwood letter re $STAA discloses that STAA BoD chair was a consultant to Alcon when merger talks were underway. Hello conflict of interest anyone πππ Alcon needs to #RaiseTheOffer immediately https://www.sec.gov/Archives/edgar/data/718937/000121390025091197/ea0258631-defn14a_broad.htm#a_001 πππ $STAA Broadwood (27% owner) says it will vote against Alcon merger citing inadequate process ans low sales price. Says Alcon initially offered $55 + $7 CVR now wants STAA on the cheap just as ops are turning around. https://t.co/Z3K1Ku7aJB https://t.co/b2bDaMYvxU" [X Link](https://x.com/sevencornerscap/status/1971345358761623658) 2025-09-25T22:45Z [----] followers, [----] engagements "I have sent an email to $STAA IR (attached) & have received no response over the past two days. Perhaps this is an indication as to why shareholders are turning against the deal. The company doesnt care about them. π€·βπ€·βπ€·β" [X Link](https://x.com/sevencornerscap/status/1976019160980156446) 2025-10-08T20:17Z [----] followers, [----] engagements "Why I see a ridiculously over-the-top emotional post like this from a long it makes me want to investigate further. Just sayinalso I think @PhilMickelson is a smart guy in general (lefties usually are). $SOC I am out of $SOC save for a few left over call options which are immaterial at this point. I have lost twice the $ amount on Sable than I had lost on my prior biggest equity position loss. It is especially painful cause at the end of May it would have been my biggest winner I am out of $SOC save for a few left over call options which are immaterial at this point. I have lost twice the $" [X Link](https://x.com/sevencornerscap/status/1978567688717770793) 2025-10-15T21:04Z [----] followers, 25.2K engagements "Sable has now breached the $150 million current asset covenant on its loan with Exxon another poster says this is false cov only applied at original loan closing date. Anyone else want to chime in $SOC What's next for $SOC: The Death Spiral This isn't financial advice but I would caution everyone about the very real risk of becoming someone else's exit liquidity. The situation has deteriorated rapidly and the company is now in what can only be described as a death spiral. What's next for $SOC: The Death Spiral This isn't financial advice but I would caution everyone about the very real risk" [X Link](https://x.com/sevencornerscap/status/1978652345748652464) 2025-10-16T02:40Z [----] followers, [----] engagements "@Served_Podcast πβππβ podcast: How to Fix the ATPs Tennis Schedule https://soundcloud.com/scott-klarquist/reshaping_tennis_for_a_hotter_futuresi=d727fd55a549475fb2840127758f586e&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing https://soundcloud.com/scott-klarquist/reshaping_tennis_for_a_hotter_futuresi=d727fd55a549475fb2840127758f586e&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing" [X Link](https://x.com/sevencornerscap/status/1980089145201488143) 2025-10-20T01:50Z [----] followers, [--] engagements "They never responded. π€¬π€¬π€¬ Our shares have duly been voted NO accordingly. Ignoring the views of the true owners of the company has consequences. $STAA I have sent an email to $STAA IR (attached) & have received no response over the past two days. Perhaps this is an indication as to why shareholders are turning against the deal. The company doesnt care about them. π€·βπ€·βπ€·β https://t.co/F2PVxf0MZb I have sent an email to $STAA IR (attached) & have received no response over the past two days. Perhaps this is an indication as to why shareholders are turning against the deal. The company" [X Link](https://x.com/sevencornerscap/status/1980666627806097517) 2025-10-21T16:04Z [----] followers, [---] engagements "First @PhilMickelson with $SOC and now Travis Kelce with $SIX. Worlds are colliding here. π³π³π³ #Activists https://www.wsj.com/business/deals/travis-kelce-teams-up-with-investor-for-activist-campaign-at-six-flags-cb1d9369st=dpzt8E&reflink=article_copyURL_share https://www.wsj.com/business/deals/travis-kelce-teams-up-with-investor-for-activist-campaign-at-six-flags-cb1d9369st=dpzt8E&reflink=article_copyURL_share" [X Link](https://x.com/sevencornerscap/status/1980725336078967070) 2025-10-21T19:58Z [----] followers, [----] engagements "Check that ticker is now $FUN (instead of $SIX)" [X Link](https://x.com/sevencornerscap/status/1980725565868130602) 2025-10-21T19:59Z [----] followers, [---] engagements "So $OPEN (no discernible viable biz model limited to the US) is worth $5B yet $STAA (good biz model w/worldwide applicability temporarily interrupted) is only worth about $1.5B π§π§π§ I like my chances with STAA as a long-term hold if/when Alcon goes away" [X Link](https://x.com/sevencornerscap/status/1981129411270181160) 2025-10-22T22:43Z [----] followers, [---] engagements "Base case tomorrow: Meeting delayed (mgmt doesnt have the vote). Dont anticipate that Alcon raises offer although I would if I were them. GLTA $STAA" [X Link](https://x.com/sevencornerscap/status/1981131895464165656) 2025-10-22T22:53Z [----] followers, [---] engagements "Welp as expected $STAA" [X Link](https://x.com/sevencornerscap/status/1981395846236426273) 2025-10-23T16:22Z [----] followers, [---] engagements "@FastTradeKing @RemindMe_OfThis in [--] weeks π " [X Link](https://x.com/sevencornerscap/status/1981403860443775439) 2025-10-23T16:54Z [----] followers, [--] engagements "Hmmmas I was sayin (starts churning out deals under a biz-friendly Trump admin) $RILY $RILYP If (and its a big IF) $RILY turns things around operationally gets its financial reporting up to date starts issuing new prefs starts churning out deals under a biz-friendly Trump adminwhat will shorts do 10MM shares will need to be coveredsomehow. π€―π€―π€― https://t.co/IJEhciQSqi If (and its a big IF) $RILY turns things around operationally gets its financial reporting up to date starts issuing new prefs starts churning out deals under a biz-friendly Trump adminwhat will shorts do 10MM shares will need" [X Link](https://x.com/sevencornerscap/status/1986436270722044311) 2025-11-06T14:11Z [----] followers, [---] engagements "$RILY $RILYP https://www.brileysecurities.com/blog/b.riley-securities-releases-third-quarter-2025-business-update-and-financial-highlights https://www.brileysecurities.com/blog/b.riley-securities-releases-third-quarter-2025-business-update-and-financial-highlights" [X Link](https://x.com/sevencornerscap/status/1986436490109591670) 2025-11-06T14:12Z [----] followers, [---] engagements "Letter to $ABNB Investor Relations: ABNB re-entry into NYC market under Mamdani Administration cc: @ZohranKMamdani @bchesky @Airbnb" [X Link](https://x.com/sevencornerscap/status/1988269335966871615) 2025-11-11T15:35Z [----] followers, [---] engagements "πππ $CCUR sponsoring another SPAC (1st SPAC became Nextnav $NN) filed on Edgar on 12/23. Per the S-1 CCUR owns 32.4% of the founder shares. $CCUR CCUR Holdings is one of two managing members of the sponsor of new $287.5MM SPAC Spartacus Acquisition Corporation units trade under "TMTSU". Long CCUR. Latest S-1: https://t.co/t7KnHt6kPk https://t.co/lWdLNi67A0 $CCUR CCUR Holdings is one of two managing members of the sponsor of new $287.5MM SPAC Spartacus Acquisition Corporation units trade under "TMTSU". Long CCUR. Latest S-1: https://t.co/t7KnHt6kPk https://t.co/lWdLNi67A0" [X Link](https://x.com/sevencornerscap/status/2006033251379376532) 2025-12-30T16:02Z [----] followers, [---] engagements "@WhitneyTilson Stockholm Syndrome incoming π " [X Link](https://x.com/sevencornerscap/status/2006720940621869553) 2026-01-01T13:35Z [----] followers, [--] engagements "Now that $UA $UAA is sponsoring poker players(wth) I am seriously NOT considering buying their stock π€π€π€ Announcement: I am a now an @UnderArmour clothing guy and I am seriously considering buying [------] shares of their stock $UAA I will wear black and yellow UA track suits shoes sweatshirts and shirts. I have always loved the Under Armour brand #POSITIVITY https://t.co/ewP5Dd8F6g Announcement: I am a now an @UnderArmour clothing guy and I am seriously considering buying [------] shares of their stock $UAA I will wear black and yellow UA track suits shoes sweatshirts and shirts. I have" [X Link](https://x.com/sevencornerscap/status/2006848292077068373) 2026-01-01T22:01Z [----] followers, [---] engagements "@ESGhound @jcposadas12 @FastTradeKing Pretty surprised the shorts dont know about the Supremacy Clause or its ramifications. They were knee deep in all the legaleseoh well. $SOC" [X Link](https://x.com/sevencornerscap/status/2007180360803868947) 2026-01-02T20:01Z [----] followers, [---] engagements "@cfrischer1 The folks who brought you $NN are doing a new SPAC just fyi" [X Link](https://x.com/sevencornerscap/status/2007187035451457950) 2026-01-02T20:27Z [----] followers, [---] engagements "Congrats to @PhilMickelson & the other $SOC longs. The arc of the universe bends towards justice sayeth a wise man long ago. Why I see a ridiculously over-the-top emotional post like this from a long it makes me want to investigate further. Just sayinalso I think @PhilMickelson is a smart guy in general (lefties usually are). $SOC Why I see a ridiculously over-the-top emotional post like this from a long it makes me want to investigate further. Just sayinalso I think @PhilMickelson is a smart guy in general (lefties usually are). $SOC" [X Link](https://x.com/sevencornerscap/status/2007188681715843453) 2026-01-02T20:34Z [----] followers, [----] engagements "@ESGhound @jcposadas12 @FastTradeKing @UVALaw Tell me you cant cite a relevant case by not citing a relevant caseπ Fwiw your 3rd & 4th points are irrelevant as they are non-pertinent (& in any event the stock price should rise substantially in the coming year or two if I am correct in the legal analysis). GLTA $SOC" [X Link](https://x.com/sevencornerscap/status/2007196808498528648) 2026-01-02T21:06Z [----] followers, [---] engagements "Prominent $SOC short/hater/basher now admits their hedge fund is *long* $SOC & even brags about their low basis() typical behavior of these kind of shorts talking out of both sides of their mouths π€·βπ€·βπ€·β" [X Link](https://x.com/sevencornerscap/status/2007900281863037410) 2026-01-04T19:41Z [----] followers, [----] engagements "@NateSilver538 Clearly you are attempting to deter people from reading my post. The fact that [---] million people have already viewed a 4100-word post speaks for itself. It may not be interesting to you but it is important as a womans life career and reputation are at risk along with the @NateSilver538 Clearly you are attempting to deter people from reading my post. The fact that [---] million people have already viewed a 4100-word post speaks for itself. It may not be interesting to you but it is important as a womans life career and reputation are at risk along with the" [X Link](https://x.com/sevencornerscap/status/2007943146513019069) 2026-01-04T22:32Z [----] followers, [---] engagements "Gotta hand it to $STAA management for their abysmal buyout process π Broadwood was NEVER onboard from Day [--] yet these imbiciles (CEO Farrell looking at ya) barreled ahead trying to force things thru. Just idiots - GET RID OF THIS CRAP BoD ASAP" [X Link](https://x.com/sevencornerscap/status/2008554094966042910) 2026-01-06T14:59Z [----] followers, [---] engagements "@WhitneyTilson Meanwhile you said Zohran was off to a good start() π€£π€£π€£" [X Link](https://x.com/sevencornerscap/status/2008564996608061615) 2026-01-06T15:43Z [----] followers, [--] engagements "The $TSLAQ crowd continues to get dominatedπ https://t.co/RzNuclNfsR https://t.co/RzNuclNfsR" [X Link](https://x.com/sevencornerscap/status/2008653994286366937) 2026-01-06T21:36Z [----] followers, [---] engagements "What could possibly go wrong @hntrbrkmedia This thing is a disaster in the making π€£π€£π€£ $SOC" [X Link](https://x.com/sevencornerscap/status/2008923679799828528) 2026-01-07T15:28Z [----] followers, [----] engagements "Either they are admitting to insider trading (assuming the media co is a legit separate entity) or the media co is just their HF analysts work product (in which case its not journalism). Which is it @hntrbrkmedia $SOC" [X Link](https://x.com/sevencornerscap/status/2008925862960250988) 2026-01-07T15:37Z [----] followers, [---] engagements "@ESGhound @hntrbrkmedia I was a lawyer - submitted my retirement to the NY bar a few years ago. Thanks for asking though (BTW go look up the WSJ insider trading case Carpenter v US if you want some relevant $SOC legal knowledge π)" [X Link](https://x.com/sevencornerscap/status/2008927081783046392) 2026-01-07T15:41Z [----] followers, [---] engagements "@Served_Podcast @jon_wertheim A young player (just outside the ranking needed for automatic entry) could pay their expenses for the year with a wild card. Giving it instead to a semi-retired [--] yo who realistically cant win a match is absurd" [X Link](https://x.com/sevencornerscap/status/2009403643762758084) 2026-01-08T23:15Z [----] followers, [--] engagements "One of the strengths of our criminal justice system is the presumption of innocence & guarantee of due process for a defendant (no matter how reviled in public opinion). Better that [--] guilty go free than an innocent person wrongly convicted. Let all have their day in court I have been widely reviled (and worse) by many on social and mainstream media for giving $10000 to a @gofundme for Jonathan Ross the officer who tragically killed Renee Good. I had also attempted to support the gofundme for Renee Goods family but it was already closed as it I have been widely reviled (and worse) by many on" [X Link](https://x.com/sevencornerscap/status/2011231008264245318) 2026-01-14T00:16Z [----] followers, [--] engagements "Good idea @BillAckman. Skin in the game - incentives drive results. πππ Bill Ackman on how to fix the student loan crisis in America Worth a listen "I would require the university to be the first loss lender. Imagine a $100K student loan. The university has to be the credit support They have to be the junior most $10-15K below and then they have https://t.co/GvAWlYvmg7 Bill Ackman on how to fix the student loan crisis in America Worth a listen "I would require the university to be the first loss lender. Imagine a $100K student loan. The university has to be the credit support They have to" [X Link](https://x.com/sevencornerscap/status/2014072456361705562) 2026-01-21T20:27Z [----] followers, [---] engagements "@batman10023 I think Factset may be wrong. I reviewed all their 13Ds going back to the mid 2000s & I think they got in around $5/6 however I dont know what the average cost of their current holdings is (since they have sold & rebought over time)" [X Link](https://x.com/sevencornerscap/status/2014735200815570984) 2026-01-23T16:21Z [----] followers, [--] engagements "@TheNarrenschiff @OnodaCapital @CorneliaLake How so I posted all the receipts. No bit. Just objective datadraw your own conclusions" [X Link](https://x.com/sevencornerscap/status/2014738923499511853) 2026-01-23T16:36Z [----] followers, [---] engagements "@JulianKlymochko No its not. Beta is cope for losers who like to underperform" [X Link](https://x.com/sevencornerscap/status/2014740249147019394) 2026-01-23T16:41Z [----] followers, [---] engagements "@TheNarrenschiff @OnodaCapital @CorneliaLake FWIW @BillAckman is a national treasure. π€© You are correct on that one" [X Link](https://x.com/sevencornerscap/status/2014740671945404531) 2026-01-23T16:43Z [----] followers, [---] engagements "@lundeen_ne @KarstResearch Not since [----]. Since the. their returns are pretty crap. Sorry to burst your bubble" [X Link](https://x.com/sevencornerscap/status/2014747072499474751) 2026-01-23T17:08Z [----] followers, [---] engagements "Translation = why cant Alabama football be the only ones paying players its just not fair π’ Im so frustrated by whats going on in @NCAA right now. The decisions theyve made have seemed to ruin college sports and everything theyve always stood for. Above my pay grade but at what point do schools and coaches say enough is enough Hope it all gets fixed ASAP Im so frustrated by whats going on in @NCAA right now. The decisions theyve made have seemed to ruin college sports and everything theyve always stood for. Above my pay grade but at what point do schools and coaches say enough is enough Hope" [X Link](https://x.com/sevencornerscap/status/2014807902184149236) 2026-01-23T21:10Z [----] followers, [---] engagements "@ChrisTayeh Yes I am saying they are not good at investing. Maybe they were [--] years ago but that is irrelevant today" [X Link](https://x.com/sevencornerscap/status/2014808608836407772) 2026-01-23T21:13Z [----] followers, [--] engagements "These guys cant even beat a nonagenarian burdened with hundreds of billions to allocate π€£π€£π€£ Based on self-disclosure & public sources it appears this is the 2020-present track record of the main $SOC basher. Underperforming the S&P [---] by 30% during the period. So perhaps take their investment views with a grain of salt π€·β https://t.co/eOtvct3OZw Based on self-disclosure & public sources it appears this is the 2020-present track record of the main $SOC basher. Underperforming the S&P [---] by 30% during the period. So perhaps take their investment views with a grain of salt π€·β" [X Link](https://x.com/sevencornerscap/status/2015063696188326323) 2026-01-24T14:06Z [----] followers, [---] engagements "Ashlii Babbitt & Charlie Kirk shot dead. The Left: Well its sad but they basically had it coming. [--] MN anti-ICE protesters shot dead. The Right: Well it sad but they basically had it coming. Reality: All of these are tragic & avoidable & none of these people had it coming" [X Link](https://x.com/sevencornerscap/status/2015515646289756560) 2026-01-25T20:02Z [----] followers, [---] engagements "@ctcontact Keep begging ct ;)" [X Link](https://x.com/sevencornerscap/status/926483761243607042) 2017-11-03T16:18Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@sevencornerscap SevenCornersCapitalSevenCornersCapital posts on X about $soc, $rily, $psh, $pshzf the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence stocks 23.42% finance 22.52% technology brands 7.21% cryptocurrencies 4.5% fashion brands 1.8% countries 1.8% automotive brands 0.9% travel destinations 0.9% ncaa football 0.9%
Social topic influence $soc 11.71%, $rily 10.81%, $psh 8.11%, $pshzf 8.11%, $staa 8.11%, $rilyp 7.21%, in the 5.41%, $amzn 4.5%, link 3.6%, $gnw 3.6%
Top accounts mentioned or mentioned by @billackman @fasttradeking @hntrbrkmedia @whitneytilson @philmickelson @esghound @komatinskys @thebusyburr @riteaid @boardroomalpha @fs24264828 @aureliusvalue @realdealleal @alderlaneeggs @seawolfcap @servedpodcast @jcposadas12 @thenarrenschiff @onodacapital @cornelialake
Top assets mentioned Sable Offshore Corp. (SOC) Amazon.com, Inc. (AMZN) Genworth Financial, Inc. (GNW) MEI Pharma, Inc. (MEIP) Alpha Metallurgical Resources, Inc. (AMR) Enovix Corporation Common Stock (ENVX) Uber Technologies, Inc. (UBER) Metadium (META) Radworks (RAD) Stader (SD) AT&T Inc. (T) SIX (SIX) Sirius XM Holdings Inc (SIRI) Roivant Sciences Ltd. Common Shares (ROIV) Immunovant, Inc. Common Stock (IMVT) Alphabet Inc Class A (GOOGL) Brookfield Corporation (BN) Tesla, Inc. (TSLA) Spotify Technology (SPOT) Chipotle Mexican Grill, Inc. (CMG) Hilton Hotels Corporation Common Stock (HLT) Nike Inc (NKE) 8B People vs [-----] Billionaires (8B) DisChain (DIS) Starbucks Corporation (SBUX) Shoulder Innovations, Inc. (SI)
Top posts by engagements in the last [--] hours
"See original $AMR (fka Contura) 13D filing linked below along with letter to the BoD. He added to the pos as time went on which has been a massive home run investment. https://www.sec.gov/Archives/edgar/data/1704715/000092189521001902/sc13da212866003_07272021.htm https://www.sec.gov/Archives/edgar/data/1704715/000092189521001902/sc13da212866003_07272021.htm"
X Link 2026-02-06T15:09Z [----] followers, [---] engagements
"Link to full letter to $AMR BoD: https://www.sec.gov/Archives/edgar/data/1704715/000101359420000728/ex991cei13d-100720.htm https://www.sec.gov/Archives/edgar/data/1704715/000101359420000728/ex991cei13d-100720.htm"
X Link 2026-02-06T15:12Z [----] followers, [---] engagements
"Letter sent to $SIRI IR team today. Company is seemingly in terminal decline judging by the stock. Time to divest @HowardStern (who has clearly lost his fastball βΎβΎβΎ)"
X Link 2024-12-10T16:53Z [----] followers, [----] engagements
"Ppl are underestimating the $SOC 13G filed by Continental General on Feb 3rd (10MM sh pos). This ins co is run by the same person who got into $AMR big in [----] around $4.40/sh (now its $208/sh). He previously worked for @DanielSLoeb1 & is a brilliant nat resources investor IMHO"
X Link 2026-02-06T15:01Z [----] followers, [----] engagements
"Have to give credit where it is due (even tho he blocks me): @Biohazard3737 killed it on $ROIV & $IMVT. Investigated these but sadly never bot. Great calls there sir. π«‘π«‘π«‘"
X Link 2026-02-09T20:21Z [----] followers, [---] engagements
"Stress is placed on above-market earnings growth & ability to acquire large stakes easily in mega cap holdings. $UBER $AMZN $META $GOOG Pershing thinks the large capex spend is actually a good thing (they will be wise investments over the long term)"
X Link 2026-02-11T15:44Z [----] followers, [---] engagements
"So $PAR is down 56% over the past year & now they decide to pay for an acquisition with stock Wowshareholders be damned π"
X Link 2026-01-26T14:01Z [----] followers, 14.9K engagements
"That de-escalated quicklyππππ
$GULTU That escalated quicklyπππ $GULTU https://t.co/VCJJIuGFI3 That escalated quicklyπππ $GULTU https://t.co/VCJJIuGFI3"
X Link 2026-01-28T15:10Z [----] followers, [---] engagements
"@FastTradeKing @kellyy_007 @hntrbrkmedia So you admit that @hntrbrkmedia is actually a market participant not a journalism entity Interesting $SOC"
X Link 2026-02-06T15:20Z [----] followers, [---] engagements
"100 years ago this week: Joseph P Kennedy Sr leads investor group that buys FBO Pictures for $1.1MM (with $200K down). This deal the cornerstone of the Kennedy Dynasty & Camelot merits only a brief notice in the @nytimes on page [--] of [--] of its 2/8/1926 edition. π"
X Link 2026-02-06T19:59Z [----] followers, [---] engagements
"Four Proposals have been submitted to Genworth $GNW for a vote at the [----] Annual Meeting of shareholders. See specific text of proposals attached. Will the co include these in the [----] proxy stmtor do they not give a damn about GNWs true owners cc: @Genworth BoD"
X Link 2026-02-06T20:55Z [----] followers, [---] engagements
"Pershing Square $PSH $PSHZF annual meeting news π¨π¨π¨: $META is now a 10% pos initiated in November. $AMZN is now a 13% pos"
X Link 2026-02-11T15:33Z [----] followers, [---] engagements
"Pershing thinks $BN could earn $7/sh in [----] a 25% CAGR (position established in May 2024)"
X Link 2026-02-11T15:51Z [----] followers, [---] engagements
"Pershing says $TSLA should partner with $UBER on AVs"
X Link 2026-02-11T15:52Z [----] followers, [---] engagements
"$AMZN could nearly double their retail profitability. Pershing average cost was $178/sh"
X Link 2026-02-11T15:54Z [----] followers, [---] engagements
"$UMG only trades at 17X earnings (excluding value of $SPOT ownership stake). Bollore stock overhang is holding stock back; also US listing has been delayed"
X Link 2026-02-11T15:56Z [----] followers, [---] engagements
"Pershing has sold out of his $HLT $CPKC & $CMG positions completely. (We already knew about the latter two). $HLT was a 4-bagger"
X Link 2026-02-11T16:13Z [----] followers, [---] engagements
"$NKE in the rearview. Bad investment. π³"
X Link 2026-02-11T16:15Z [----] followers, [---] engagements
"Kennedy made an estimated $4.25MM profit (or $425MM in todays $) on the deal in a little over [---] years cashing out less than a year before the [----] Crash (which he famously avoided completely)"
X Link 2026-02-06T20:12Z [----] followers, [--] engagements
"Seven Corners Capital blog post published 2/18/19: "Genworth: Updated SotP Calculation = $9.58/Share". $GNW https://www.sevencornerscapital.com/single-post/2019/02/18/Genworth-Updated-SotP-Calculation-958Share https://www.sevencornerscapital.com/single-post/2019/02/18/Genworth-Updated-SotP-Calculation-958Share"
X Link 2019-02-18T22:27Z [----] followers, [--] engagements
"@komatinskys @thebusyburr @riteaid What a surprise - $AMZN continues to run rings around $RAD introducing exciting new services. Bodaken et al fast asleep as usual. Shocker. https://www.businesswire.com/news/home/20200924005810/en/Introducing-Luna https://www.businesswire.com/news/home/20200924005810/en/Introducing-Luna"
X Link 2020-09-25T17:21Z [----] followers, [--] engagements
"@komatinskys @thebusyburr @riteaid $AMZN's market cap ($1.53T) is now 2767X that of $RAD ($553MM) () In early [----] $RAD's market cap ($8B) was 47X that of $AMZN ($170MM). So long $RAD.you were once relevant to investors (and consumers). Not much anymore thanks to your BoD"
X Link 2020-09-25T17:44Z [----] followers, [--] engagements
"@eriksen_tim Good luck with $NNUP. Former shareholder here. They are incorporated in MD for a reasonand not a good one (Im dealing with a similar situation also a MD co). Looks like you may have to sue"
X Link 2022-02-02T03:15Z [----] followers, [--] engagements
"Bizarre to see Blackwells settle with $RTL & $GNL. AR Global gets their extortionate $375MM payment (I think). Blackwells agrees to a 10-year standstill() Thought they had Weil et al nearly check-mated. Blackwells just blew all their activist street cred. Mind-blown"
X Link 2023-06-05T19:53Z [----] followers, [---] engagements
"This you Blackwells What a joke ππ€‘π€£ $GNL $RTL"
X Link 2023-06-05T19:55Z [----] followers, [---] engagements
"Very saddened to hear about the death of $VATE CEO Wayne Barr. Got to know him when he was CEO of $CCUR super friendly and overall just a good guy"
X Link 2023-07-24T11:16Z [----] followers, [---] engagements
"SCC Q3 [----] Portfolio Report: Holdings discussed include $PSH $PSHZF / $GNW / $SD / $MACK The SCC Portfolio finished Q3 [----] up 4% on the year versus up 12% for the S&P [---] (each including dividends received). Link to full report here: https://www.sevencornerscapital.com/blog https://www.sevencornerscapital.com/blog"
X Link 2023-10-03T16:08Z [----] followers, [---] engagements
"Nice settlement by Anson & Cable Car with $MEIP this AM. Shareholders get $1.75/sh back now + potential additional $9.33MM back depending on ME-344 data. Importantly ex-CEO Gold & conflicted Dir Kango are GONE. ADULTS ARE NOW IN CHARGE AT MEIP. πππ https://www.meipharma.com/press-releases/mei-pharma-enters-agreement-anson-funds-and-cable-car-capital https://www.meipharma.com/press-releases/mei-pharma-enters-agreement-anson-funds-and-cable-car-capital"
X Link 2023-11-01T13:33Z [----] followers, [----] engagements
"$PSH $PSHZF NAV about to break thru the $60/sh barrier for the first time. Stock about to go $40. Keep pushing forward @billackman"
X Link 2023-11-25T18:40Z [----] followers, [---] engagements
"@FriendlyBearSA @rtclark Also the Investor Day deck listed a hypothetical [----] EV for Badcock. Not what its worth today. Who knows whether this $390MM valuation will pan out but $RILY will continue to participate in the combined co & benefit if things turn around"
X Link 2023-12-19T01:32Z [----] followers, [---] engagements
"@boardroomalpha Aintabioh yeah the guy who completely sold out all his fellow shareholders last year by backing the $GNL & $RTL merger after calling it cockamamie. He has ZERO CREDIBILITY. https://www.businesswire.com/news/home/20230605005287/en/Global-Net-Lease-The-Necessity-Retail-REIT-and-AR-Global-Enter-into-Cooperation-Agreement-with-Blackwells-Capital https://www.businesswire.com/news/home/20230605005287/en/Global-Net-Lease-The-Necessity-Retail-REIT-and-AR-Global-Enter-into-Cooperation-Agreement-with-Blackwells-Capital"
X Link 2024-01-06T00:37Z [----] followers, [--] engagements
"@boardroomalpha Memba this Jason $GTL $RTL $DIS"
X Link 2024-01-06T00:40Z [----] followers, [--] engagements
"Cant the co simply fix a record date for the special meeting immediately prior to the recent stock sale to FC Then the entrenched Dir could still vote his old stock. Seems co has discretion on this point. π€«π€«π€« $PRKA https://www.sec.gov/Archives/edgar/data/1297937/000107878212001793/f8k071612_ex3z1.htm Focused Compounding Fund LP Issues Open Letter to the Board of Parks America Inc. https://t.co/TGNNBlagvJ $PRKA https://www.sec.gov/Archives/edgar/data/1297937/000107878212001793/f8k071612_ex3z1.htm Focused Compounding Fund LP Issues Open Letter to the Board of Parks America Inc."
X Link 2024-01-08T20:04Z [----] followers, [----] engagements
"FC is effectively asking for a special right of first refusal to buy stock in preference to all other shareholders (giving them change of control privileges for no/minimal premium). Not sure a judge will grant them this esp if it could imperil cos tax assets. $PRKA What is going on at $PRKA Is management legit trying to destroy shareholder value by issuing equity for zero Is there no protection other than our patron saint $GEOFF standing guard Serious question tho - I do not know all the details @FocusedCompound https://t.co/D9cTVb1fu8 What is going on at $PRKA Is management legit trying to"
X Link 2024-03-05T15:36Z [----] followers, [----] engagements
"Also capital raises are already governed by existing law (biz judgement rule entire fairness doctrine for related-party transactions etc). So dont see this lawsuit gaining much traction. But a nice win for the lawyers π
$PRKA"
X Link 2024-03-05T15:39Z [----] followers, [---] engagements
"$PSH $PSHZF Annual shareholder letter out recently penned by the prolific @BillAckman. Fantastic read. Share price is now up 250% since we recommended backing BillAck & PSH in June [----]. πππ Link to full letter:"
X Link 2024-03-27T19:28Z [----] followers, [---] engagements
"Link to full SCC long thesis for $PSH $PSHZF: https://seekingalpha.com/article/4181122-ackman-is-back-time-to-back-ackman-via-pershing-square-holdings https://seekingalpha.com/article/4181122-ackman-is-back-time-to-back-ackman-via-pershing-square-holdings"
X Link 2024-03-27T19:29Z [----] followers, [---] engagements
"@KeithMcCullough @BillAckman Ok Boomerπ $PSH $PSHZF"
X Link 2024-08-04T11:12Z [----] followers, [---] engagements
"Theoretically he could have bot some $SBUX post 6/30 unlikely however. Updated NAV should be released tonight"
X Link 2024-08-14T20:32Z [----] followers, [---] engagements
"Interesting developments at $RILY today. Buyout offer by founder @ $7/sh. He knows big $ that could potentially help finance the deal (Elliott was original go-public investor). Sowill prefs continue to receive dividends $RILYP Shorts now on defense. π§"
X Link 2024-08-16T13:28Z [----] followers, [----] engagements
"Pretty good summary of $RILY situation by a SA poster attached (btw much more rational discussion on SA than listening to hyperventilating spastic bear Space calls). π Long $RILYP"
X Link 2024-08-18T19:24Z [----] followers, [----] engagements
"I will be in my 2nd home of NYC next week & the week after. βπ Any $RILY π§Έs want to meet up for a πΊ pls lmk πππ $RILYP"
X Link 2024-08-18T20:41Z [----] followers, [----] engagements
"Lower interest rates just around the corner which should be a boon for $RILY M&A & capital raise biz as well as consumer segments (including FRG). Despite shorts constant doom & gloom drumbeat a major near-term turnaround in the biz is entirely plausible IMHO. $RILYP"
X Link 2024-08-20T01:02Z [----] followers, [----] engagements
"@fs24264828 @AureliusValue @_Real_Deal_Leal @AlderLaneEggs @Seawolfcap Dont bother ccing ππ€‘. Coward is afraid & blocks me"
X Link 2024-10-15T22:14Z [----] followers, [--] engagements
"@fs24264828 @AureliusValue @_Real_Deal_Leal @AlderLaneEggs @Seawolfcap Where is my $SI tax writeoff goddamn it ππ€‘ says I am a former Silvergate long Give me my massive refund already πππ"
X Link 2024-10-16T01:27Z [----] followers, [--] engagements
"PDF of the full letter may be accessed here $RILY https://www.sevencornerscapital.com/_files/ugd/153e48_10a6df953dc74a8ea1f731224fdc4c3d.pdf https://www.sevencornerscapital.com/_files/ugd/153e48_10a6df953dc74a8ea1f731224fdc4c3d.pdf"
X Link 2024-11-21T20:57Z [----] followers, [---] engagements
"Note: If the $150MM of 13F securities was already included in the $530-540MM # in the NT-10Q for 9/30 then the $845MM # in the letter for 9/30 should instead be $695MM (160MM C/CE + 535MM loans rec/securities). Actual # is unclear from $RILY disclosures"
X Link 2024-11-22T14:11Z [----] followers, [----] engagements
"Interestingly $T stock was $127 on 10/1/1924 now its $23. Proves that what really counts in investing over the very LT is return of capital to shareholders (divs + spinoffs) rather than stock price appreciationwith $BRK being the exception proving the rule"
X Link 2024-12-30T14:25Z [----] followers, [---] engagements
"Granted adjusted for stock splits back to [----] $T stock price would be $1490. Still the stock price CAGR for $T over the past [---] years would only be about 2.5%"
X Link 2024-12-30T14:48Z [----] followers, [---] engagements
"$PSH $PSHZF $UMG To clarify today's $UMG press release posted below Pershing Square exercised its registration rights in UMG in order to catalyze a U.S. listing of the company. Our reg rights agreement requires that Pershing Square sell $500 million of UMG shares (of its current $3.3 billion https://t.co/ZA5Y2AgfYU To clarify today's $UMG press release posted below Pershing Square exercised its registration rights in UMG in order to catalyze a U.S. listing of the company. Our reg rights agreement requires that Pershing Square sell $500 million of UMG shares (of its current $3.3 billion"
X Link 2025-01-16T01:30Z [----] followers, [---] engagements
"$MEIP now trading for less than net cash of $23MM. Also has potential CVRs worth up to $9/sh (NOTE: 6.66MM shs O/S). Nice settlement by Anson & Cable Car with $MEIP this AM. Shareholders get $1.75/sh back now + potential additional $9.33MM back depending on ME-344 data. Importantly ex-CEO Gold & conflicted Dir Kango are GONE. ADULTS ARE NOW IN CHARGE AT MEIP. πππ https://t.co/s2jQ4r5nnU https://t.co/1uUl9NhTZr Nice settlement by Anson & Cable Car with $MEIP this AM. Shareholders get $1.75/sh back now + potential additional $9.33MM back depending on ME-344 data. Importantly ex-CEO Gold &"
X Link 2025-02-12T23:46Z [----] followers, [---] engagements
"Why did ππ€‘ delete all of his tweets in [----] Was he trying to hide something IF SO WHAT π€π€π€ $BYON $ENVX $TRUP $RILY $GLASF $MDXG $OSTK"
X Link 2025-02-19T21:30Z [---] followers, [----] engagements
"@WhitneyTilson @realDonaldTrump @NYCMayor Isnt NYCs congestion pricing a prime example of regressive taxation though If so why support it"
X Link 2025-02-20T00:53Z [---] followers, [--] engagements
"Methinks somebody has a Mail Order Brain ππβππ€‘ $ENVX $BYON"
X Link 2025-02-20T22:02Z [---] followers, [---] engagements
"Can somebody please do a wellness check on ππ€‘ Tks πππ $BYON $ENVX $RILY $RILYP"
X Link 2025-02-21T21:28Z [---] followers, [----] engagements
"Four shareholder proposals have been submitted for the [----] Genworth annual meeting: $GNW [--]. $ACT Enact stake strategic alternatives; [--]. Proxy access; [--]. CEO succession plan; and [--]. In-person annual meeting option. Check your proxy in April"
X Link 2025-02-25T13:04Z [----] followers, [---] engagements
"If $HHH board refuses @billackman most recent offer he should sell $PSH entire stake in HHH and move on to greener pastures. We $PSH & $PSHZF shareholders have underwritten enough pro bono work at HHH. Return on futher invested brain damage would not be worth it"
X Link 2025-03-01T23:34Z [----] followers, [---] engagements
"@BillAckman Need I go on Ok I willπ
"
X Link 2025-07-10T18:24Z [----] followers, [---] engagements
"$MEIP catching a bid this week but no news (afaik). Something is up π€"
X Link 2025-07-16T17:40Z [----] followers, [---] engagements
"Another day another explosion in $RILY and $RILYP stock. π
π€·βπ€·βπ€·β"
X Link 2025-07-17T20:23Z [----] followers, [---] engagements
"Well there we go $MEIP https://www.businesswire.com/news/home/20250718252887/en/MEI-Pharma-Announces-%24100000000-Private-Placement-to-Initiate-Litecoin-Treasury-Strategy-Becoming-First-and-Only-Publicly-Traded-LTC-Holder-on-a-National-Exchange https://www.businesswire.com/news/home/20250718252887/en/MEI-Pharma-Announces-%24100000000-Private-Placement-to-Initiate-Litecoin-Treasury-Strategy-Becoming-First-and-Only-Publicly-Traded-LTC-Holder-on-a-National-Exchange"
X Link 2025-07-18T14:20Z [----] followers, [---] engagements
"& $PSH $PSHZF doing what PSH usually does. @BillAckman is a (thankfully) a much better investor than tennis player πΎπΎπΎ"
X Link 2025-08-06T16:16Z [----] followers, [---] engagements
"Interesting verbiage included in Broadwood Cap 13D re $STAA last Friday (8/8). They plan to contact potential other strategic acquirers πππ Mgmt overhaul @ $STAA continues at pace. Key to note emphasis on (A) innovation & (B) cost cutting (in line with our prior letter to the BoD). Meanwhile LT holder Broadwood continues to hover up shares on the open market now own 12MM. Broadwood is highly concentrated. https://t.co/VsnuwKscKx Mgmt overhaul @ $STAA continues at pace. Key to note emphasis on (A) innovation & (B) cost cutting (in line with our prior letter to the BoD). Meanwhile LT holder"
X Link 2025-08-11T18:52Z [----] followers, [---] engagements
"πππ $STAA Broadwood (27% owner) says it will vote against Alcon merger citing inadequate process ans low sales price. Says Alcon initially offered $55 + $7 CVR now wants STAA on the cheap just as ops are turning around. https://finance.yahoo.com/news/broadwood-announces-intent-vote-against-110000028.html https://finance.yahoo.com/news/broadwood-announces-intent-vote-against-110000028.html"
X Link 2025-09-02T12:38Z [----] followers, [----] engagements
"What happened to @ricksCEO account $RICK"
X Link 2025-09-22T21:14Z [----] followers, [---] engagements
"A lot of $PAR bulls on here. Question for you all: Why does their GAAP bottomline never seem to improve with increased scale"
X Link 2025-09-22T21:15Z [----] followers, [----] engagements
"Somebody responded acquisitions & then deleted their post. I get that acquisitions make things short-term messy but this reminds me of $AGN Allergan a bit trying to hide poor economics behind half-baked non-GAAP earnings. π€·βπ€·βπ€·β"
X Link 2025-09-23T11:32Z [----] followers, [---] engagements
"In April I tried to interest Sandridge Energy $SD in making an offer of some kind for $AMPY (see below) but they apparently were asleep at the wheel. AMPY stock is up 140% since. So I emailed again SD today: WTF happened guys #frustrated"
X Link 2025-09-25T20:22Z [----] followers, [----] engagements
"Wow new Broadwood letter re $STAA discloses that STAA BoD chair was a consultant to Alcon when merger talks were underway. Hello conflict of interest anyone πππ Alcon needs to #RaiseTheOffer immediately https://www.sec.gov/Archives/edgar/data/718937/000121390025091197/ea0258631-defn14a_broad.htm#a_001 πππ $STAA Broadwood (27% owner) says it will vote against Alcon merger citing inadequate process ans low sales price. Says Alcon initially offered $55 + $7 CVR now wants STAA on the cheap just as ops are turning around. https://t.co/Z3K1Ku7aJB https://t.co/b2bDaMYvxU"
X Link 2025-09-25T22:45Z [----] followers, [----] engagements
"I have sent an email to $STAA IR (attached) & have received no response over the past two days. Perhaps this is an indication as to why shareholders are turning against the deal. The company doesnt care about them. π€·βπ€·βπ€·β"
X Link 2025-10-08T20:17Z [----] followers, [----] engagements
"Why I see a ridiculously over-the-top emotional post like this from a long it makes me want to investigate further. Just sayinalso I think @PhilMickelson is a smart guy in general (lefties usually are). $SOC I am out of $SOC save for a few left over call options which are immaterial at this point. I have lost twice the $ amount on Sable than I had lost on my prior biggest equity position loss. It is especially painful cause at the end of May it would have been my biggest winner I am out of $SOC save for a few left over call options which are immaterial at this point. I have lost twice the $"
X Link 2025-10-15T21:04Z [----] followers, 25.2K engagements
"Sable has now breached the $150 million current asset covenant on its loan with Exxon another poster says this is false cov only applied at original loan closing date. Anyone else want to chime in $SOC What's next for $SOC: The Death Spiral This isn't financial advice but I would caution everyone about the very real risk of becoming someone else's exit liquidity. The situation has deteriorated rapidly and the company is now in what can only be described as a death spiral. What's next for $SOC: The Death Spiral This isn't financial advice but I would caution everyone about the very real risk"
X Link 2025-10-16T02:40Z [----] followers, [----] engagements
"@Served_Podcast πβππβ podcast: How to Fix the ATPs Tennis Schedule https://soundcloud.com/scott-klarquist/reshaping_tennis_for_a_hotter_futuresi=d727fd55a549475fb2840127758f586e&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing https://soundcloud.com/scott-klarquist/reshaping_tennis_for_a_hotter_futuresi=d727fd55a549475fb2840127758f586e&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing"
X Link 2025-10-20T01:50Z [----] followers, [--] engagements
"They never responded. π€¬π€¬π€¬ Our shares have duly been voted NO accordingly. Ignoring the views of the true owners of the company has consequences. $STAA I have sent an email to $STAA IR (attached) & have received no response over the past two days. Perhaps this is an indication as to why shareholders are turning against the deal. The company doesnt care about them. π€·βπ€·βπ€·β https://t.co/F2PVxf0MZb I have sent an email to $STAA IR (attached) & have received no response over the past two days. Perhaps this is an indication as to why shareholders are turning against the deal. The company"
X Link 2025-10-21T16:04Z [----] followers, [---] engagements
"First @PhilMickelson with $SOC and now Travis Kelce with $SIX. Worlds are colliding here. π³π³π³ #Activists https://www.wsj.com/business/deals/travis-kelce-teams-up-with-investor-for-activist-campaign-at-six-flags-cb1d9369st=dpzt8E&reflink=article_copyURL_share https://www.wsj.com/business/deals/travis-kelce-teams-up-with-investor-for-activist-campaign-at-six-flags-cb1d9369st=dpzt8E&reflink=article_copyURL_share"
X Link 2025-10-21T19:58Z [----] followers, [----] engagements
"Check that ticker is now $FUN (instead of $SIX)"
X Link 2025-10-21T19:59Z [----] followers, [---] engagements
"So $OPEN (no discernible viable biz model limited to the US) is worth $5B yet $STAA (good biz model w/worldwide applicability temporarily interrupted) is only worth about $1.5B π§π§π§ I like my chances with STAA as a long-term hold if/when Alcon goes away"
X Link 2025-10-22T22:43Z [----] followers, [---] engagements
"Base case tomorrow: Meeting delayed (mgmt doesnt have the vote). Dont anticipate that Alcon raises offer although I would if I were them. GLTA $STAA"
X Link 2025-10-22T22:53Z [----] followers, [---] engagements
"Welp as expected $STAA"
X Link 2025-10-23T16:22Z [----] followers, [---] engagements
"@FastTradeKing @RemindMe_OfThis in [--] weeks π
"
X Link 2025-10-23T16:54Z [----] followers, [--] engagements
"Hmmmas I was sayin (starts churning out deals under a biz-friendly Trump admin) $RILY $RILYP If (and its a big IF) $RILY turns things around operationally gets its financial reporting up to date starts issuing new prefs starts churning out deals under a biz-friendly Trump adminwhat will shorts do 10MM shares will need to be coveredsomehow. π€―π€―π€― https://t.co/IJEhciQSqi If (and its a big IF) $RILY turns things around operationally gets its financial reporting up to date starts issuing new prefs starts churning out deals under a biz-friendly Trump adminwhat will shorts do 10MM shares will need"
X Link 2025-11-06T14:11Z [----] followers, [---] engagements
"$RILY $RILYP https://www.brileysecurities.com/blog/b.riley-securities-releases-third-quarter-2025-business-update-and-financial-highlights https://www.brileysecurities.com/blog/b.riley-securities-releases-third-quarter-2025-business-update-and-financial-highlights"
X Link 2025-11-06T14:12Z [----] followers, [---] engagements
"Letter to $ABNB Investor Relations: ABNB re-entry into NYC market under Mamdani Administration cc: @ZohranKMamdani @bchesky @Airbnb"
X Link 2025-11-11T15:35Z [----] followers, [---] engagements
"πππ $CCUR sponsoring another SPAC (1st SPAC became Nextnav $NN) filed on Edgar on 12/23. Per the S-1 CCUR owns 32.4% of the founder shares. $CCUR CCUR Holdings is one of two managing members of the sponsor of new $287.5MM SPAC Spartacus Acquisition Corporation units trade under "TMTSU". Long CCUR. Latest S-1: https://t.co/t7KnHt6kPk https://t.co/lWdLNi67A0 $CCUR CCUR Holdings is one of two managing members of the sponsor of new $287.5MM SPAC Spartacus Acquisition Corporation units trade under "TMTSU". Long CCUR. Latest S-1: https://t.co/t7KnHt6kPk https://t.co/lWdLNi67A0"
X Link 2025-12-30T16:02Z [----] followers, [---] engagements
"@WhitneyTilson Stockholm Syndrome incoming π
"
X Link 2026-01-01T13:35Z [----] followers, [--] engagements
"Now that $UA $UAA is sponsoring poker players(wth) I am seriously NOT considering buying their stock π€π€π€ Announcement: I am a now an @UnderArmour clothing guy and I am seriously considering buying [------] shares of their stock $UAA I will wear black and yellow UA track suits shoes sweatshirts and shirts. I have always loved the Under Armour brand #POSITIVITY https://t.co/ewP5Dd8F6g Announcement: I am a now an @UnderArmour clothing guy and I am seriously considering buying [------] shares of their stock $UAA I will wear black and yellow UA track suits shoes sweatshirts and shirts. I have"
X Link 2026-01-01T22:01Z [----] followers, [---] engagements
"@ESGhound @jcposadas12 @FastTradeKing Pretty surprised the shorts dont know about the Supremacy Clause or its ramifications. They were knee deep in all the legaleseoh well. $SOC"
X Link 2026-01-02T20:01Z [----] followers, [---] engagements
"@cfrischer1 The folks who brought you $NN are doing a new SPAC just fyi"
X Link 2026-01-02T20:27Z [----] followers, [---] engagements
"Congrats to @PhilMickelson & the other $SOC longs. The arc of the universe bends towards justice sayeth a wise man long ago. Why I see a ridiculously over-the-top emotional post like this from a long it makes me want to investigate further. Just sayinalso I think @PhilMickelson is a smart guy in general (lefties usually are). $SOC Why I see a ridiculously over-the-top emotional post like this from a long it makes me want to investigate further. Just sayinalso I think @PhilMickelson is a smart guy in general (lefties usually are). $SOC"
X Link 2026-01-02T20:34Z [----] followers, [----] engagements
"@ESGhound @jcposadas12 @FastTradeKing @UVALaw Tell me you cant cite a relevant case by not citing a relevant caseπ
Fwiw your 3rd & 4th points are irrelevant as they are non-pertinent (& in any event the stock price should rise substantially in the coming year or two if I am correct in the legal analysis). GLTA $SOC"
X Link 2026-01-02T21:06Z [----] followers, [---] engagements
"Prominent $SOC short/hater/basher now admits their hedge fund is long $SOC & even brags about their low basis() typical behavior of these kind of shorts talking out of both sides of their mouths π€·βπ€·βπ€·β"
X Link 2026-01-04T19:41Z [----] followers, [----] engagements
"@NateSilver538 Clearly you are attempting to deter people from reading my post. The fact that [---] million people have already viewed a 4100-word post speaks for itself. It may not be interesting to you but it is important as a womans life career and reputation are at risk along with the @NateSilver538 Clearly you are attempting to deter people from reading my post. The fact that [---] million people have already viewed a 4100-word post speaks for itself. It may not be interesting to you but it is important as a womans life career and reputation are at risk along with the"
X Link 2026-01-04T22:32Z [----] followers, [---] engagements
"Gotta hand it to $STAA management for their abysmal buyout process π Broadwood was NEVER onboard from Day [--] yet these imbiciles (CEO Farrell looking at ya) barreled ahead trying to force things thru. Just idiots - GET RID OF THIS CRAP BoD ASAP"
X Link 2026-01-06T14:59Z [----] followers, [---] engagements
"@WhitneyTilson Meanwhile you said Zohran was off to a good start() π€£π€£π€£"
X Link 2026-01-06T15:43Z [----] followers, [--] engagements
"The $TSLAQ crowd continues to get dominatedπ
https://t.co/RzNuclNfsR https://t.co/RzNuclNfsR"
X Link 2026-01-06T21:36Z [----] followers, [---] engagements
"What could possibly go wrong @hntrbrkmedia This thing is a disaster in the making π€£π€£π€£ $SOC"
X Link 2026-01-07T15:28Z [----] followers, [----] engagements
"Either they are admitting to insider trading (assuming the media co is a legit separate entity) or the media co is just their HF analysts work product (in which case its not journalism). Which is it @hntrbrkmedia $SOC"
X Link 2026-01-07T15:37Z [----] followers, [---] engagements
"@ESGhound @hntrbrkmedia I was a lawyer - submitted my retirement to the NY bar a few years ago. Thanks for asking though (BTW go look up the WSJ insider trading case Carpenter v US if you want some relevant $SOC legal knowledge π)"
X Link 2026-01-07T15:41Z [----] followers, [---] engagements
"@Served_Podcast @jon_wertheim A young player (just outside the ranking needed for automatic entry) could pay their expenses for the year with a wild card. Giving it instead to a semi-retired [--] yo who realistically cant win a match is absurd"
X Link 2026-01-08T23:15Z [----] followers, [--] engagements
"One of the strengths of our criminal justice system is the presumption of innocence & guarantee of due process for a defendant (no matter how reviled in public opinion). Better that [--] guilty go free than an innocent person wrongly convicted. Let all have their day in court I have been widely reviled (and worse) by many on social and mainstream media for giving $10000 to a @gofundme for Jonathan Ross the officer who tragically killed Renee Good. I had also attempted to support the gofundme for Renee Goods family but it was already closed as it I have been widely reviled (and worse) by many on"
X Link 2026-01-14T00:16Z [----] followers, [--] engagements
"Good idea @BillAckman. Skin in the game - incentives drive results. πππ Bill Ackman on how to fix the student loan crisis in America Worth a listen "I would require the university to be the first loss lender. Imagine a $100K student loan. The university has to be the credit support They have to be the junior most $10-15K below and then they have https://t.co/GvAWlYvmg7 Bill Ackman on how to fix the student loan crisis in America Worth a listen "I would require the university to be the first loss lender. Imagine a $100K student loan. The university has to be the credit support They have to"
X Link 2026-01-21T20:27Z [----] followers, [---] engagements
"@batman10023 I think Factset may be wrong. I reviewed all their 13Ds going back to the mid 2000s & I think they got in around $5/6 however I dont know what the average cost of their current holdings is (since they have sold & rebought over time)"
X Link 2026-01-23T16:21Z [----] followers, [--] engagements
"@TheNarrenschiff @OnodaCapital @CorneliaLake How so I posted all the receipts. No bit. Just objective datadraw your own conclusions"
X Link 2026-01-23T16:36Z [----] followers, [---] engagements
"@JulianKlymochko No its not. Beta is cope for losers who like to underperform"
X Link 2026-01-23T16:41Z [----] followers, [---] engagements
"@TheNarrenschiff @OnodaCapital @CorneliaLake FWIW @BillAckman is a national treasure. π€© You are correct on that one"
X Link 2026-01-23T16:43Z [----] followers, [---] engagements
"@lundeen_ne @KarstResearch Not since [----]. Since the. their returns are pretty crap. Sorry to burst your bubble"
X Link 2026-01-23T17:08Z [----] followers, [---] engagements
"Translation = why cant Alabama football be the only ones paying players its just not fair π’ Im so frustrated by whats going on in @NCAA right now. The decisions theyve made have seemed to ruin college sports and everything theyve always stood for. Above my pay grade but at what point do schools and coaches say enough is enough Hope it all gets fixed ASAP Im so frustrated by whats going on in @NCAA right now. The decisions theyve made have seemed to ruin college sports and everything theyve always stood for. Above my pay grade but at what point do schools and coaches say enough is enough Hope"
X Link 2026-01-23T21:10Z [----] followers, [---] engagements
"@ChrisTayeh Yes I am saying they are not good at investing. Maybe they were [--] years ago but that is irrelevant today"
X Link 2026-01-23T21:13Z [----] followers, [--] engagements
"These guys cant even beat a nonagenarian burdened with hundreds of billions to allocate π€£π€£π€£ Based on self-disclosure & public sources it appears this is the 2020-present track record of the main $SOC basher. Underperforming the S&P [---] by 30% during the period. So perhaps take their investment views with a grain of salt π€·β https://t.co/eOtvct3OZw Based on self-disclosure & public sources it appears this is the 2020-present track record of the main $SOC basher. Underperforming the S&P [---] by 30% during the period. So perhaps take their investment views with a grain of salt π€·β"
X Link 2026-01-24T14:06Z [----] followers, [---] engagements
"Ashlii Babbitt & Charlie Kirk shot dead. The Left: Well its sad but they basically had it coming. [--] MN anti-ICE protesters shot dead. The Right: Well it sad but they basically had it coming. Reality: All of these are tragic & avoidable & none of these people had it coming"
X Link 2026-01-25T20:02Z [----] followers, [---] engagements
"@ctcontact Keep begging ct ;)"
X Link 2017-11-03T16:18Z [----] followers, [--] engagements
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