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# ![@siyul Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::15592917.png) @siyul Siyu Li

Siyu Li posts on X about $val, $moh, moh, $elv the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::15592917/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15592917/c:line/m:interactions.svg)

- X Week XXXXXX +41%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +13%
- X Year XXXXXXXXX +166%

### Mentions: XX [#](/creator/twitter::15592917/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15592917/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +36%
- X Year XXX +47%

### Followers: XXXXX [#](/creator/twitter::15592917/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15592917/c:line/m:followers.svg)

- X Week XXXXX +0.92%
- X Month XXXXX +2.10%
- X Months XXXXX +24%
- X Year XXXXX +58%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::15592917/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15592917/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [social networks](/list/social-networks)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$val](/topic/$val) #9, [$moh](/topic/$moh) #1, [moh](/topic/moh) 6.67%, [$elv](/topic/$elv) #2, [$cnc](/topic/$cnc) #3, [what i](/topic/what-i) 4.44%, [$db](/topic/$db) #46, [business](/topic/business) 4.44%, [$vno](/topic/$vno) #2, [ceo](/topic/ceo) #3270

**Top accounts mentioned or mentioned by**
[@paulcerro](/creator/undefined) [@fenmagne](/creator/undefined) [@ragingbullcap](/creator/undefined) [@fishtowncap](/creator/undefined) [@victaurs](/creator/undefined) [@antonchigurh97](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@onion61314](/creator/undefined) [@fluctuscapital](/creator/undefined) [@valuesci](/creator/undefined) [@jsmith8286](/creator/undefined) [@aureliusltd28](/creator/undefined) [@whirlybard](/creator/undefined) [@1035capital](/creator/undefined) [@ccmbrett](/creator/undefined) [@clarksquarecap](/creator/undefined) [@acapitallp](/creator/undefined) [@rippling](/creator/undefined) [@billcom](/creator/undefined) [@theziphyouq](/creator/undefined)

**Top assets mentioned**
[Validity (VAL)](/topic/$val) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Elevance Health Inc (ELV)](/topic/$elv) [Centene Corp (CNC)](/topic/$cnc) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Veno Finance (VNO)](/topic/$vno) [Braintrust (BTRST)](/topic/braintrust) [UnitedHealth Group (UNH)](/topic/$unh) [CVS Health Corp (CVS)](/topic/$cvs) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Golar LNG Ltd (GLNG)](/topic/$glng) [Metadium (META)](/topic/$meta) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Fiserv Inc (FISV)](/topic/$fisv) [Global Payments Inc (GPN)](/topic/$gpn) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Burford Capital Limited (BUR)](/topic/$bur) [XCAD Network Play (PLAY)](/topic/$play)
### Top Social Posts
Top posts by engagements in the last XX hours

"Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed top players $UNH $ELV $CNC $MOH $CVS and what I'm buying now (what I sold to fund) Available at "Under the Hood" link in bio"  
[X Link](https://x.com/siyul/status/1996594519324701125)  2025-12-04T14:56Z 7897 followers, 8289 engagements


"Many "Under the Hood" portfolio winners were quality business sold at bargain price when the sector was max-hated. Some examples: 2022/23's GSI-B( $C $DB ) 2023's NYC REITs ( $VNO ) 2024's dollar stores ( $DLTR ) Early 2025's offshore drilling ( $VAL ) today I bring it to you the next one: Gov't sponsored Healthcare Insurers"  
[X Link](https://x.com/siyul/status/1996634660453986665)  2025-12-04T17:36Z 7897 followers, 6172 engagements


"$GLNG Some intriguing development today. YPF's Vaca Muerta has massive natural gas reserves and has X large-scale projects. Golar/YPF is its LNG Phase I (6Mtpa Hilli and MKII). Shell was YPF's LNG Phase II partner. Shell announced today that it will exit the project prompting YPF to seek a new partner. "LNG Phase II" has 2030-31 online timeline matching Golar's pipeline (1 in production at least X in planning) well. What's the odds that it goes to Golar again Today $GLNG $XX attractively priced at the same level as b4 its YPF LNG1 announcement"  
[X Link](https://x.com/siyul/status/1996761054429233198)  2025-12-05T01:58Z 7897 followers, 10.9K engagements


"Are Healthcare Insurers Value or Value Trap today $CNC $MOH and $ELV have fallen 30-60% since EoY23 max hated by the mkt esp. those with heavy gov't healthcare exposure. They are easy to hate. Declining memberships deteriorating margins political dramas (on the chopping block under Trump's X post every other day) and many reasons to argue they are Value Traps. The variant views: 1Govt-sponsored healthcare has increased its share over the years (vs. employers or consumer out-of-pocket). 2Insurers play a vital role and are predictable businesses with a steady margin. 3They face a few one-time"  
[X Link](https://x.com/siyul/status/1997693269946323055)  2025-12-07T15:42Z 7897 followers, 4540 engagements


"Nominate a stock that has an intriguing setup but lacks a comprehensive / updated write-up that I shall give it a shot"  
[X Link](https://x.com/siyul/status/1953204877460685204)  2025-08-06T21:21Z 7894 followers, 18.2K engagements


"I asked for the best ideas for "YTD underperformers" category. I'm floored by the quantity and quality of the replies. 50+ ideas I'm still organizing. Here is the 1st batch. Enjoy and thanks for your contributions"  
[X Link](https://x.com/siyul/status/1970219885415563744)  2025-09-22T20:13Z 7894 followers, 96.6K engagements


"Among 50+ ideas from my best ideas for 'YTD underperformers' thread I find $LODE the most intriguing. Over the last X weeks I reviewed SEC filings studied the industry setup exchanged thoughts with several involved investors and spoke with the CEO. I could easily write a '100 page' but I don't like long ones. I compiled the most relevant info into XX pages available at "Under the Hood" (link in bio) today. My special thanks to @whirlybard @1035_Capital for your insights your excellent write-ups and your openness to hear my pushback again and again lol. Disclaimer: I started a position in $LODE"  
[X Link](https://x.com/siyul/status/1977425186380005825)  2025-10-12T17:24Z 7896 followers, 65.2K engagements


"No offense to Fenix whom I consider my investing braintrust🤝 But this $META what-if Q is like ask Tom Brady what will happen when it freezes/snows XX pts behind and X mins to go Rob Gronkowski is injured. You will get the same answer: "If you don't play to win don't play at all and LFG". I hope my European friend can resonate with this American sporting analogy"  
[X Link](https://x.com/siyul/status/1984641817011163220)  2025-11-01T15:20Z 7896 followers, 2586 engagements


"Agreed. In my view a subscription is not just about ideas but about access to a braintrust that dedicates its efforts to providing reliable/intelligent information to help you make better investment/portfolio decisions. In my experience (running a service) the braintrust part is hard; it is intangible and takes time and effort to earn especially online"  
[X Link](https://x.com/siyul/status/1995673065519489486)  2025-12-02T01:55Z 7867 followers, XXX engagements


"$VAL at $XX 52WH nearly a double from early March when I pounded the table👇. Well the truth is I first pounded the table in late Feb at $36-37 with a write-up calling it my pick of 2025 for "Quality Biz at a temp Distress" only to see it drop XX% in a week. So I wasn't feeling like a hero when I pounded the table again but I was glad not to let price shake my conviction. This week I exited 1/3 of $VAL and built a new position in a healthcare insurer my current best idea for "Quality Biz at a Temp Distress". See my yday writeup at "Under the Hood" for details. Link in bio"  
[X Link](https://x.com/siyul/status/1996970180400877583)  2025-12-05T15:49Z 7899 followers, 7721 engagements


"For a fun Friday night🎇 share your best US-listed idea with a tagline pitch and I will offer my best-effort pushback or say you are right. Just tonight"  
[X Link](https://x.com/siyul/status/1997065883865231788)  2025-12-05T22:09Z 7899 followers, 5643 engagements


"@AntonChigurh97 Is X% FCF yield sufficiently attractive I don't know the (consulting) space well enough but plenty of beat-down players e.g. $BAH (gov't exposure)"  
[X Link](https://x.com/siyul/status/1997135249726136522)  2025-12-06T02:45Z 7899 followers, XXX engagements


"@valuesci @FishtownCap $FISV vs $GPN vs $PYPL head-to-head is an analysis i would like to read"  
[X Link](https://x.com/siyul/status/1997142696264180056)  2025-12-06T03:14Z 7898 followers, XXX engagements


"What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers"  
[X Link](https://x.com/siyul/status/1969459637637562625)  2025-09-20T17:52Z 7897 followers, 105.9K engagements


"At UTH ("Under the Hood") "Pick of the Year" is to challenge us in public and to have fun. Here are the picks since Y21: Y21's $DB ($10 - $XX now) Y22's $C ($40 - $XXX now) Y23's $VNO ($20 - exit in Y25 at $40) From 2024 ideas are published on UTH sub_stack. Y24's $SEG ($26 - $XX now) Y25's $VAL ($35 - $XX now) Remain long in all except $VNO. X criteria for the pick. "Quality Asset at Temporary Distress" and "2x in 3Y expected return" So far all meet the "2x in 3Y" bar except for $SEG (the jury is still out and I remain bullish). I'm compiling ideas for "UTH's Pick of the Year 2026". The"  
[X Link](https://x.com/siyul/status/1984973449245208960)  2025-11-02T13:18Z 7898 followers, 2287 engagements


"$RELY Remitly has been on my watchlist for a while. I said I might take a serious look if it $15/share. Well it arrives today and now it's $12-13. I don't have an informed view. If anyone gets some insights/opinion would love to hear. Might add a bit of spice to a bull vs bear discovery. bull case from Mario @mario_cibelli vs bear case from @sprucepointcap"  
[X Link](https://x.com/siyul/status/1986509065506209890)  2025-11-06T19:00Z 7898 followers, 4630 engagements


"@SFarringtonBKC 10x here 10x there. Really"  
[X Link](https://x.com/siyul/status/1997014931841991013)  2025-12-05T18:47Z 7899 followers, XXX engagements


"Position Updates I'm selling 1/3 of $VAL ($58)and buying $MOH the 6th-largest gov't healthcare insurer as discussed in the latest s/s write-up. Offshore investing sentiment improved bigly (even w/o oil price recovery) leading to XXX% rebound from March lows imo a bit over the ski for now. The sentiment towards $MOH (and other gov't healthcare) is understandably yet unjustifiably low as I laid out my variant view in the article. One thing I learnt is that Position adjustment is as important if not more than company analysis for overall portfolio performance"  
[X Link](https://x.com/siyul/status/1998148978001449190)  2025-12-08T21:53Z 7897 followers, 7428 engagements


"Who are old enough to remember the heated $RICK bull vs bear ring fights back then My takeaway The loudest fiercest voice spoken with XXX% confidence truth. Let me double down it is often the opposite"  
[X Link](https://x.com/siyul/status/1994595642757271929)  2025-11-29T02:33Z 7897 followers, 13.6K engagements


"@onion61314 ouch i like that lateral thinking though"  
[X Link](https://x.com/siyul/status/1996763905646104766)  2025-12-05T02:09Z 7897 followers, XXX engagements


"@JSmith8286 Wrong very often $bur $seg $play. couldn't count by both hands lol"  
[X Link](https://x.com/siyul/status/1997077750172012895)  2025-12-05T22:56Z 7897 followers, XXX engagements


"If you already addressed it in your write-up pls point it out to me. The short report goes: "ABL claims to pay more than its competitors. Most of its competitors earn around 9-12% IRR and ABL claims XX% IRR." Without diving into details on the surface it makes sense to me it is a competitive and a relatively low-moat business 9-12% sounds more reasonable than XX% IRR. lmk what I miss"  
[X Link](https://x.com/siyul/status/1997115262798029246)  2025-12-06T01:25Z 7897 followers, XXX engagements


"@victaurs Spot on. TBVPS since inception is the best bank-quality measurement. A bonus data point is its TBV growth source breakdown: operating profit FV adjustment and equity raise at a premium/discount"  
[X Link](https://x.com/siyul/status/1998393472160579650)  2025-12-09T14:05Z 7897 followers, XXX engagements