# ![@sprucepointcap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2371952437.png) @sprucepointcap Spruce Point Capital

Spruce Point Capital posts on X about $mnst, $uec, $ame, $you the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::2371952437/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2371952437/c:line/m:interactions.svg)

- [--] Week [------] +1,032%
- [--] Month [------] +1,864%
- [--] Months [-------] -48%
- [--] Year [---------] +64%

### Mentions: [--] [#](/creator/twitter::2371952437/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2371952437/c:line/m:posts_active.svg)

- [--] Week [--] -36%
- [--] Month [--] -24%
- [--] Months [---] -53%
- [--] Year [---] +25%

### Followers: [------] [#](/creator/twitter::2371952437/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2371952437/c:line/m:followers.svg)

- [--] Week [------] +0.20%
- [--] Month [------] +0.15%
- [--] Months [------] +0.59%
- [--] Year [------] +2.30%

### CreatorRank: [---------] [#](/creator/twitter::2371952437/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2371952437/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  54.78% [finance](/list/finance)  24.35% [cryptocurrencies](/list/cryptocurrencies)  18.26% [countries](/list/countries)  3.48% [technology brands](/list/technology-brands)  2.61% [exchanges](/list/exchanges)  1.74% [social networks](/list/social-networks)  0.87%

**Social topic influence**
[$mnst](/topic/$mnst) 9.57%, [$uec](/topic/$uec) 7.83%, [$ame](/topic/$ame) 6.96%, [$you](/topic/$you) 6.09%, [company](/topic/company) 4.35%, [$rezi](/topic/$rezi) #4, [$dkng](/topic/$dkng) #306, [cash flow](/topic/cash-flow) 2.61%, [accounting](/topic/accounting) 2.61%, [$msci](/topic/$msci) 2.61%

**Top accounts mentioned or mentioned by**
[@kalshi](/creator/undefined) [@nfl](/creator/undefined) [@sumzero](/creator/undefined) [@tsa](/creator/undefined) [@wsj](/creator/undefined) [@activ8insights](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@diligenthq](/creator/undefined) [@polymarket](/creator/undefined) [@goodrx](/creator/undefined) [@fincennews](/creator/undefined) [@remitly](/creator/undefined) [@dhsgov](/creator/undefined) [@secgov](/creator/undefined) [@thejusticedept](/creator/undefined) [@harvard](/creator/undefined) [@harvardhbs](/creator/undefined) [@fintwitai](/creator/undefined) [@raphisavitz](/creator/undefined) [@presciencefunds](/creator/undefined)

**Top assets mentioned**
[Monster Beverage Corp (MNST)](/topic/$mnst) [Uranium Energy Corp. (UEC)](/topic/$uec) [AME Chain (AME)](/topic/$ame) [CLEAR Secure, Inc. (YOU)](/topic/$you) [Resideo Technologies, Inc. Common Stock (REZI)](/topic/$rezi) [DraftKings Inc. Class A Common Stock (DKNG)](/topic/$dkng) [Msci Inc (MSCI)](/topic/$msci) [Greif, Inc. (GEF)](/topic/$gef) [AeroVironment, Inc. (AVAV)](/topic/$avav) [Remitly Global, Inc. (RELY)](/topic/$rely) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Coca-Cola Co (KO)](/topic/$ko) [PTC Inc (PTC)](/topic/$ptc) [Kratos Defense & Security Solutions, Inc. (KTOS)](/topic/$ktos) [GLOBANT S.A. (GLOB)](/topic/$glob) [Essential Utilities, Inc. (WTRG)](/topic/$wtrg) [Aether Games (AEG)](/topic/$aeg) [Honeywell International Inc (HON)](/topic/honeywell) [Newell Brands Inc (NWL)](/topic/$nwl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Genius Sports Limited (GENI)](/topic/$geni) [Super Group (SGHC) Limited (SGHC)](/topic/$sghc) [Novo-Nordisk (NVO)](/topic/$nvo) [Sleepless AI (AI)](/topic/$ai) [PROCEPT BioRobotics Corporation (PRCT)](/topic/$prct) [Figma, Inc. (FIG)](/topic/$fig) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [ZINC (ZINC)](/topic/$zinc) [National Beverage Corp. (FIZZ)](/topic/$fizz) [DarkShield Games Studio (DKS)](/topic/$dks) [NCR Corporation (NCR)](/topic/$ncr) [IBM (IBM)](/topic/$ibm) [Hippo Protocol (HP)](/topic/$hp) [DisChain (DIS)](/topic/$dis) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Dorman Products, Inc. New (DORM)](/topic/$dorm) [BRIXMOR PROPERTY GROUP INC. (BRX)](/topic/$brx) [Limitus (LMT)](/topic/$lmt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sign-up at for our shortest short report ever. A single document sourced 8000mi away we believe will change the narrative on a multi-bllion $ company and the 'accuracy' of its financial statements. http://www.sprucepointcap.com http://www.sprucepointcap.com"  
[X Link](https://x.com/sprucepointcap/status/2021720293375447401)  2026-02-11T22:57Z 45.2K followers, 20.7K engagements


"In March [----] we called $WTRG - the water utility roll up a short - and it has underperformed the utility index by 40%. Now this morning in what we view as a merger of desperation (all stock (no cash) little premium no headline quantified synergies) they are morphing corporate identities again. The CEO's comments about the deal read extremely bearish in our view especially with PFAS contamination costs looming large. https://twitter.com/i/web/status/1982778657258013050 https://twitter.com/i/web/status/1982778657258013050"  
[X Link](https://x.com/sprucepointcap/status/1982778657258013050)  2025-10-27T11:57Z 45.1K followers, [----] engagements


"Harsh reset of financial realities at $AEG which we wrote about approximately a year ago. Targets were disappointing to say the least and troubles linger in the U.S. where we pinpointed problems"  
[X Link](https://x.com/sprucepointcap/status/1998744530070200693)  2025-12-10T13:20Z 45.2K followers, [----] engagements


"We are pleased to issue a unique forensic report on a highly levered and troubled old spin-off from Honeywell named Resideo Technologies (NYSE: $REZI). After failing to achieve its goals and with adj. cash flow down over 30% since the [----] spin-off despite digesting over $2bn+ of acquisitions the Company claims a split-up is necessary to unlock value. We see this as a hail Mary to deflect from growing financial and accounting strains. We are asking the Board to suspend the split-up to evaluate issues we've identified with the Company's financial reporting and accounting. With few if any"  
[X Link](https://x.com/sprucepointcap/status/2016152797780000977)  2026-01-27T14:14Z 45.1K followers, [----] engagements


"Did you know that $REZI bought First Alert a company with a troubled past that was once used as an acquisition pawn by Sunbeam Corp to cover a massive accounting fraud with the illusion of successful restructuring First Alert later passed to Newell Brands $NWL which also played organic growth games and settled with the SEC. So this is who REZI bought the business from. Oh darn we just can't seem to reconcile REZI's revenue numbers around the time of the First Alert deal and understand the restructuring when the business was supposedly performing ahead of plan."  
[X Link](https://x.com/sprucepointcap/status/2016195392493302151)  2026-01-27T17:03Z 45.2K followers, [----] engagements


"$MSCI where's the free cash flow 2026E FCF guidance: $1.47 - $1.53bn vs $1.6bn est. LSD Proj FCF growth for [----]. Fastest growth in their business is capex going up 27%. Three of four segments appear weak. Index carrying the entire business but for how long One of the more enjoyable reports I've written. Woefully governance for a company in the ESG business. Worth another look https://www.sprucepointcap.com/research/msci https://www.sprucepointcap.com/research/msci"  
[X Link](https://x.com/sprucepointcap/status/2016496799444349266)  2026-01-28T13:01Z 45.1K followers, [----] engagements


"$SCSC big guidance cut and connection to $REZI. Just ask $GOOGL"  
[X Link](https://x.com/sprucepointcap/status/2019457151677202791)  2026-02-05T17:04Z 45.2K followers, [----] engagements


"Someone getting around to reading $MSCI new 10-K maybe not liking all the new jargon on "technical debt""  
[X Link](https://x.com/sprucepointcap/status/2021206469044306344)  2026-02-10T12:55Z 45.2K followers, [----] engagements


"Tired already of reading about the #FTXbankruptcy scandal Want to nibble on something new Tomorrow Nov 29th we'll release a unique forensic investigative report on a company that has faced past allegations of connections to mobsters and criminals http://www.sprucepointcap.com http://www.sprucepointcap.com"  
[X Link](https://x.com/anyuser/status/1597336087114174464)  2022-11-28T21:06Z 45.2K followers, [---] engagements


"I am pleased to announce that on February [--] [----] Spruce Point Capital Management was ranked #2 in Diligent's [----] short seller watchlist. cc: @diligentHQ"  
[X Link](https://x.com/anyuser/status/1892646754568278198)  2025-02-20T18:45Z 45.2K followers, 31.5K engagements


"Who could have predicted $DKNG sees Adj EBITDA $450-$550 vs $800-$900M exp"  
[X Link](https://x.com/anyuser/status/1986545817914929509)  2025-11-06T21:26Z 45.2K followers, [----] engagements


"The company is called Resideo Technologies $REZI but guess what they won't tell you how much they spend on Technology But go ahead trust management that a split up will unlock value. We've lost track of how many times companies that obscure capex spending and/or frequently miss projections end up sorely disappointing. https://twitter.com/i/web/status/2016172940077727779 https://twitter.com/i/web/status/2016172940077727779"  
[X Link](https://x.com/sprucepointcap/status/2016172940077727779)  2026-01-27T15:34Z 45.2K followers, [----] engagements


"I think this is a serious negative momentum quant signal if you're bullish on $REZI; Its direct peer $SCSC just cut its outlook for sales and margin. REZI is levered more than 4x Scansource"  
[X Link](https://x.com/sprucepointcap/status/2019410229214294255)  2026-02-05T13:58Z 45.2K followers, [----] engagements


"I've been waiting more than a decade to receive a thank you email from a Company subject to one of my short reports. You are very welcome $RELY. I approve this message"  
[X Link](https://x.com/sprucepointcap/status/2021621978919317976)  2026-02-11T16:26Z 45.2K followers, [----] engagements


"Following our #gaming successes with $DKNG and $GENI meet Super Group $SGHC Ltd an opaque and complex structured company based in Guernsey. Based on our forensic review we believe they sold a minority stake in their high margin South African subsidiary but continue to claim 100% ownership and include the financial results in their reporting. The company has reported multiple material weaknesses and recently dismissed its auditor. We believe the Company's EBTIDA is inflated by not including a non-controlling (minority) interest of $30m+. The Company is exposed to weakening fundamentals such as"  
[X Link](https://x.com/sprucepointcap/status/2021950184347906075)  2026-02-12T14:11Z 45.2K followers, [----] engagements


"And if you think #ED sales will be any easier for $HIMS while weight loss drug sales are impacted by the $NVO announcement @GoodRx is entering the mix: https://www.businesswire.com/news/home/20250610400981/en/GoodRx-Launches-New-Erectile-Dysfunction-Subscription-Service-to-Simplify-Access-and-Eliminate-Treatment-Barriers https://www.businesswire.com/news/home/20250610400981/en/GoodRx-Launches-New-Erectile-Dysfunction-Subscription-Service-to-Simplify-Access-and-Eliminate-Treatment-Barriers"  
[X Link](https://x.com/sprucepointcap/status/1937124477357441368)  2025-06-23T12:24Z 44.9K followers, [----] engagements


"Big news late yesterday from @FinCENnews - The Financial Crimes Enforcement Network - about three Mexican banks laundering money through illicit opioid trafficking. Some financial institutions have been partners with @remitly $RELY with "Page Not Found" now being shown when clicking on the link for at least one. In our report we identified a significant amount of legal and compliance personnel departures at Remitly. What's going on here"  
[X Link](https://x.com/sprucepointcap/status/1938219743179133371)  2025-06-26T12:56Z 44.9K followers, [----] engagements


"Style drift or seriously planning a push into energy ice cream Seems to us just more evidence the core energy drink market is saturated $MNST https://www.fastcompany.com/91359796/rite-aid-thrifty-ice-cream-brand-sold-to-monster-energy-execs https://www.fastcompany.com/91359796/rite-aid-thrifty-ice-cream-brand-sold-to-monster-energy-execs"  
[X Link](https://x.com/sprucepointcap/status/1939679248396018114)  2025-06-30T13:35Z 44.9K followers, [----] engagements


"My Greek is bad but $MNST looks like it is cheaper than water and they have to give away toys to promote it. and the bull case rests on European growth seriously"  
[X Link](https://x.com/sprucepointcap/status/1942259667129729426)  2025-07-07T16:29Z 44.9K followers, [----] engagements


"$MNST downgrade by Redburn-Atlantic on disbelief in margin expansion story. Redburn-Atlantic Downgrades $MNST to Neutral from Buy Lowers PT to $60 from $63 Analyst comments: "From [--] June [----] the US government raised its tariff on imported aluminium from 25% to 50%. As a result the US Midwest Premium a premium that is added to the aluminium spot Redburn-Atlantic Downgrades $MNST to Neutral from Buy Lowers PT to $60 from $63 Analyst comments: "From [--] June [----] the US government raised its tariff on imported aluminium from 25% to 50%. As a result the US Midwest Premium a premium that is added"  
[X Link](https://x.com/sprucepointcap/status/1942904467084779592)  2025-07-09T11:11Z 44.9K followers, [----] engagements


"This is a big negative for $YOU as the @TSA eliminates the need to remove shoes through security checks. This will reduce security check wait times and damages the most valuable benefit of the Clear business model in our view. https://www.tsa.gov/news/press/releases/2025/07/08/dhs-end-shoes-travel-policy https://www.tsa.gov/news/press/releases/2025/07/08/dhs-end-shoes-travel-policy"  
[X Link](https://x.com/sprucepointcap/status/1942905508567953450)  2025-07-09T11:15Z 44.9K followers, [----] engagements


"@WSJ This news damages the value proposition for $YOU Clear Secure https://www.sprucepointcap.com/research/clear-secure-inc https://www.sprucepointcap.com/research/clear-secure-inc"  
[X Link](https://x.com/sprucepointcap/status/1942918536952783169)  2025-07-09T12:07Z 44.9K followers, [---] engagements


"How's that margin expansion story going $MNST Recent channel checks at a major northeast retailer show it stuffed behind a pole"  
[X Link](https://x.com/sprucepointcap/status/1942946413609984397)  2025-07-09T13:58Z 44.9K followers, [----] engagements


"How's that margin story in Europe $MNST Meet Ever-G same monster size but 50% cheaper"  
[X Link](https://x.com/sprucepointcap/status/1943680793504579915)  2025-07-11T14:36Z 44.9K followers, [----] engagements


"How's that margin story in Europe $MNST #MonsterEnergy Were you aware that AG Barr a public company in the UK entered the energy drink category recently with its Rubicon RAW and is now gaining shelf space at Heathrow (5th busiest airport in the world). They're selling their own monster-sized 500ml energy drink at a 21% discount"  
[X Link](https://x.com/sprucepointcap/status/1944750061566484678)  2025-07-14T13:25Z 44.9K followers, [----] engagements


"It's official one of the most successful recent brands in the beverage space is now entering the energy drink market. Meet Liquid Death via @WSJ good luck $MNST #monstrenergy"  
[X Link](https://x.com/sprucepointcap/status/1945918262589448335)  2025-07-17T18:47Z 45K followers, [----] engagements


"Meet Liquid Death good luck $MNST as your competition intensifies Liquid Death the company known for its punk-lite branding and selling water in beer cans said its planning to release a line of energy drinks https://t.co/OPxtYY5EXU Liquid Death the company known for its punk-lite branding and selling water in beer cans said its planning to release a line of energy drinks https://t.co/OPxtYY5EXU"  
[X Link](https://x.com/sprucepointcap/status/1945918660733747308)  2025-07-17T18:48Z 45K followers, [----] engagements


"$MSCI had a horrible quarter with segment retention rate falling QoQ across every segment"  
[X Link](https://x.com/sprucepointcap/status/1947653339967000747)  2025-07-22T13:41Z 45K followers, [----] engagements


"the @DHSgov @TSA now helping families with a new program called "Families on the Fly" with a dedicated lane and discounts to come. This goes directly after $YOU #ClearSecure which markets to families but they don't offer a special family lane at all. https://www.tsa.gov/news/press/releases/2025/07/18/dhs-puts-families-first-families-fly-campaign https://www.tsa.gov/news/press/releases/2025/07/18/dhs-puts-families-first-families-fly-campaign"  
[X Link](https://x.com/sprucepointcap/status/1947662502059180436)  2025-07-22T14:18Z 44.9K followers, [----] engagements


"Meet Limbach Holdings (Nasdaq: $LMB) a [----] vintage #SPAC that we believe checks all the boxes as a short candidate. A weak business with aggressive accounting financial reporting extreme overvaluation and questionable governance and management. Oh and what's with the Board member failing to disclose her role at NewPower an #Enron spin-off that was a domino towards the collapse We see 20-50% downside risk. https://www.sprucepointcap.com/research/an-overheated-hvac-growth-story https://www.sprucepointcap.com/research/an-overheated-hvac-growth-story"  
[X Link](https://x.com/sprucepointcap/status/1947707763787755794)  2025-07-22T17:18Z 44.9K followers, [----] engagements


"C3 ai initiates a search for new CEO $AI due to health issues. We wish him a speedy recovery but this leaves a big vacuum at the company that will be difficult to fill"  
[X Link](https://x.com/sprucepointcap/status/1948371480829481362)  2025-07-24T13:15Z 44.9K followers, [----] engagements


"$PRCT CEO and Board member is retiring. We wrote our critical forensic report in January. https://www.sec.gov/ixdoc=/Archives/edgar/data/1588978/000162828025035979/prct-20250723.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/1588978/000162828025035979/prct-20250723.htm"  
[X Link](https://x.com/sprucepointcap/status/1948721971916591237)  2025-07-25T12:28Z 45K followers, [----] engagements


"Lawmakers Press FDA to Target Compounded Fake Weight-Loss Drugs $HIMS"  
[X Link](https://x.com/sprucepointcap/status/1948776387310997561)  2025-07-25T16:04Z 44.9K followers, [----] engagements


"Six Figma move higher for an ipo that priced $33/sh opens at $90 plus $FIG"  
[X Link](https://x.com/sprucepointcap/status/1950980228790018235)  2025-07-31T18:01Z 44.9K followers, [----] engagements


"What are $YOU hiding Clear suspended its shareholder letter and doesn't talk about customer acquisition costs or net retention. Sales and marketing +32% with net active CLEAR member adds -29% YoY. Now taking strategic impairment of investments. It's only going to get more difficult now that the TSA has implemented family plans and is taking action to speed up the lanes"  
[X Link](https://x.com/sprucepointcap/status/1952721668897477044)  2025-08-05T13:21Z 44.9K followers, [----] engagements


"$YOU Buying earnings stability through share repurchases. Otherwise where's the growth"  
[X Link](https://x.com/sprucepointcap/status/1952723957964018124)  2025-08-05T13:30Z 44.9K followers, [----] engagements


"Anyone wonder why $YOU didn't say a word about eGates after previously touting it was massively important to their future"  
[X Link](https://x.com/sprucepointcap/status/1952761465955336681)  2025-08-05T15:59Z 44.9K followers, [----] engagements


"$YOU no longer provided tax rate guidance what happened here to this statement: "Based on the current mix of share classes and United States corporate tax rates we continue to expect Full Year [----] GAAP tax rates to range between 17-20%.""  
[X Link](https://x.com/sprucepointcap/status/1952775879123235187)  2025-08-05T16:57Z 44.9K followers, [----] engagements


"$Z weak EBITDA guidance Q3 $150-$160 vs $160 est"  
[X Link](https://x.com/sprucepointcap/status/1953187700548485524)  2025-08-06T20:13Z 44.9K followers, [----] engagements


"Notice that $KO #Coke has not increased investment at all in $MNST to defend the market share loss"  
[X Link](https://x.com/sprucepointcap/status/1961407453859348692)  2025-08-29T12:35Z 44.9K followers, [----] engagements


"Watch out. We think $MNST is highly dependent on distribution through convenience stores and now $CELH is going to make a greater push. Only so much shelf space"  
[X Link](https://x.com/sprucepointcap/status/1961413248445530186)  2025-08-29T12:58Z 44.9K followers, [----] engagements


"$MNST has said in the past that the UK is its second biggest market outside of the US. Now the UK is planning to introduce a law to ban sales to kids under 16yrs old https://www.bbc.com/news/articles/c707074qdnko https://www.bbc.com/news/articles/c707074qdnko"  
[X Link](https://x.com/sprucepointcap/status/1963307077339599125)  2025-09-03T18:24Z 45K followers, [----] engagements


"Is $UEC really the vehicle that's going to lead the resurgence of #nuclear revival in America Given the CEO's documented connections to bad actors zero proven/probable reserves weak governance and no proven ability to produce at scale we think the recent share price performance is discounting perfection that won't likely be attained. Handling nuclear activities is a serious endeavor not an activity for promoters"  
[X Link](https://x.com/sprucepointcap/status/1968673895180825069)  2025-09-18T13:50Z 45K followers, 12K engagements


"Multiple $UEC SEC filings with sanctioned lawyers who engaged in schemes to defraud and slammed by @SECGov and @TheJusticeDept front and center"  
[X Link](https://x.com/sprucepointcap/status/1968677771472728295)  2025-09-18T14:05Z 45K followers, [----] engagements


"Early large investor in $UEC has a wrap sheet in the US and Canada and was completely banned from capital markets in British Columbia"  
[X Link](https://x.com/sprucepointcap/status/1968683838302834885)  2025-09-18T14:29Z 45K followers, [----] engagements


"Ok Twitter exclusive on $UEC. What do people make of this $UEC investing in a company Anfield Energy (AEC CN) at $0.10c when the market price is C$6.37/sh. Sweet heart deal and perfectly normal Thoughts"  
[X Link](https://x.com/sprucepointcap/status/1968687890889605371)  2025-09-18T14:45Z 45K followers, [----] engagements


"Is it normal that if you think you have a real and high quality #uranium asset base that you appoint a man that was barred from audits in #Canda to your Audit Committee Serious responses only please. $UEC"  
[X Link](https://x.com/sprucepointcap/status/1968693576893706263)  2025-09-18T15:08Z 45K followers, [----] engagements


"Thanks to @harvard @HarvardHBS for having me today to speak about short selling corporate accountability markets and activism"  
[X Link](https://x.com/sprucepointcap/status/1969055577524277448)  2025-09-19T15:06Z 45.1K followers, [----] engagements


"fascinating that no matter what the price of #uranium is (low when customers could lock-in advantages prices or high when uranium is right and in short supply) that $UEC can't seem to find an off-take partner that makes strategic sense for them"  
[X Link](https://x.com/sprucepointcap/status/1970900889549332962)  2025-09-24T17:19Z 45K followers, [----] engagements


"$UEC CEO already out working on his next promotion in case the #uranium gig doesn't pan out Have not seen this disclosed in UEC's SEC filings or his biography has anyone https://carbonroyalty.com/ https://carbonroyalty.com/"  
[X Link](https://x.com/sprucepointcap/status/1971238203022877064)  2025-09-25T15:39Z 45K followers, [----] engagements


"@FintwitAi How does your #AI algorithm small learning model process this $UEC https://www.sprucepointcap.com/research/uranium-energy-corporation https://www.sprucepointcap.com/research/uranium-energy-corporation"  
[X Link](https://x.com/sprucepointcap/status/1971617724640964958)  2025-09-26T16:47Z 45K followers, [---] engagements


"And in other news $UEC mining more shares while "the iron is hot". Already has $150m of cash no proven/probable reserves no dedicated customer agreements. But "raise money" while you can and for what exactly #uranium"  
[X Link](https://x.com/sprucepointcap/status/1974103239663759642)  2025-10-03T13:24Z 45.1K followers, [----] engagements


"Another record handle last night by @Kalshi on Thursday night @NFL football $64.8M. This beat the previous record which was set during the Sunday Night Football which was $63.8M. The Sunday Night game went into overtime and last night's game did not. We're anticipating another record NFL bet volume this weekend which would be more negative data points for $DKNG"  
[X Link](https://x.com/sprucepointcap/status/1974172950262599949)  2025-10-03T18:01Z 45.1K followers, [----] engagements


"Based on @Kalshi reporting they had a record week in the @NFL prediction betting market with +8% increase and that is with two fewer games this week vs. last. So in other words the trends against $DKNG are continuing"  
[X Link](https://x.com/sprucepointcap/status/1975555119346540960)  2025-10-07T13:33Z 45.1K followers, 10.3K engagements


"@RaphiSavitz @Kalshi @NFL better payouts. Low switching cost business so go with the platform that gives more $$"  
[X Link](https://x.com/sprucepointcap/status/1975573799019102691)  2025-10-07T14:47Z 45.1K followers, [---] engagements


"Nice call by @PrescienceFunds on $ZINC making a long call in Sept [----] ahead of Barrons' call this weekend for 40% upside"  
[X Link](https://x.com/sprucepointcap/status/491220109789122560)  2014-07-21T13:56Z 44K followers, [--] engagements


"We are long $FIZZ which has an energy drink. http://t.co/JQWuFJXkKi Cmon $KO come invest in us like you did $MNST http://www.nationalbeverage.com/products/rip-it/ http://www.nationalbeverage.com/products/rip-it/"  
[X Link](https://x.com/sprucepointcap/status/500275094531624960)  2014-08-15T13:37Z 44K followers, [--] engagements


"Here's one of our more favorite slides on $AME. Follow what insiders are doing they typically know best http://t.co/0J12tPpu1r"  
[X Link](https://x.com/sprucepointcap/status/532929171807539201)  2014-11-13T16:13Z 44K followers, [--] engagements


"Analysts can't model $AME w/70+ opcos; don't bother to update EPS #'s; disappointment looming w/no acquisitions in 5m http://t.co/SniWXUhx63"  
[X Link](https://x.com/sprucepointcap/status/552925748601057280)  2015-01-07T20:32Z 44K followers, [--] engagements


"$DKS soared on takeout news Wed; we've had big gains owning its supplier $ESCA1st recommend @sumzero @ $5.75 http://t.co/w6aLJ2QYIx"  
[X Link](https://x.com/sprucepointcap/status/553221499860295680)  2015-01-08T16:07Z 44K followers, [--] engagements


"We appreciate the support of our loyal readers and followers. The mkt appears to be speaking: $AME SI new highs. http://t.co/FM65WmMEZq"  
[X Link](https://x.com/sprucepointcap/status/555443766493212672)  2015-01-14T19:18Z 44K followers, [--] engagements


"In what distorted world do analysts push up price targets for $AME when its EPS growth rate was just cut in half. http://t.co/tvsgdRRBNU"  
[X Link](https://x.com/sprucepointcap/status/561328747870429185)  2015-01-31T01:02Z 44K followers, [--] engagements


"$YUM strong results from Taco Bell (sales +9% (3% unit + 6% SSS growth)) Operating margin +5.2% to 26.6%; $LEVY a good comp adding dips"  
[X Link](https://x.com/sprucepointcap/status/590846200443711488)  2015-04-22T11:54Z 44K followers, [--] engagements


"Pleased to issue our alternative research on $NCR with a strong sell. $NCR= $IBM = $HP a transformation with limited chance for success"  
[X Link](https://x.com/sprucepointcap/status/591211737673818112)  2015-04-23T12:07Z 44K followers, [--] engagements


"Reiterate short AMETEK $AME - [--] quotes from recent qtr caught our attention $AME streak of EPS meet/beats continues. http://t.co/BreEpYezjR"  
[X Link](https://x.com/sprucepointcap/status/594173397447352321)  2015-05-01T16:15Z 44K followers, [--] engagements


"The taco #activism wars are on $TACO +4.30% $YUM -0.80% $CMG +0.0%"  
[X Link](https://x.com/sprucepointcap/status/595313013059620864)  2015-05-04T19:44Z 44K followers, [--] engagements


"$YUM giving away free tacos here in Miami for Cinco de Mayo. Dilutive to earnings"  
[X Link](https://x.com/sprucepointcap/status/595595703990255616)  2015-05-05T14:27Z 44K followers, [--] engagements


"Congrats $TACO deal closed last night. Seeing beef prices tick down to an [--] month low could produce a nice tailwind http://t.co/aWBTCQ2HJY http://data.bls.gov/timeseries/APU0000703112 http://data.bls.gov/timeseries/APU0000703112"  
[X Link](https://x.com/sprucepointcap/status/616246122659622913)  2015-07-01T14:04Z 44K followers, [--] engagements


"$CRWN Cedar Cove program gets top ranking added on this media stock aversion dip from $DIS and $VIA http://t.co/PnKythxNz4 http://tvbythenumbers.zap2it.com/2015/08/06/cedar-cove-makes-hallmark-channel-the-most-watched-cable-network-on-saturday-night-in-live-3-ratings/444456/ http://tvbythenumbers.zap2it.com/2015/08/06/cedar-cove-makes-hallmark-channel-the-most-watched-cable-network-on-saturday-night-in-live-3-ratings/444456/"  
[X Link](https://x.com/sprucepointcap/status/629658587015548928)  2015-08-07T14:21Z 44K followers, [--] engagements


"Wall St. Analysts pay [--] attention to $CSTE rising lawsuit claims for silicosis disease its balance sheet can't sustain an adverse judgement"  
[X Link](https://x.com/sprucepointcap/status/634024975150751744)  2015-08-19T15:31Z 44K followers, [--] engagements


"$GEF creating new ways to hit earnings $0.20c benefit by changing venezeulan FX rate assumptions wi/out change would've missed EPS tgt"  
[X Link](https://x.com/sprucepointcap/status/639439023497441280)  2015-09-03T14:05Z 44K followers, [--] engagements


"$IT.TO / $ITTNF trading down on $AYA insider trading news. $AYA owns a piece of Intertain https://x.com/OpenOutcrier/status/712638201823793152 $AYA opens lower after insider trading charges brought by Quebec regulators against CEO (yesterday/premkt) https://x.com/OpenOutcrier/status/712638201823793152 $AYA opens lower after insider trading charges brought by Quebec regulators against CEO (yesterday/premkt)"  
[X Link](https://x.com/sprucepointcap/status/712639199527223296)  2016-03-23T13:56Z 44K followers, [--] engagements


"Activism in Action: Four CEOs of multibillion $ cos resign following Spruce Point research $GEF $CSTE $IT.TO $AME"  
[X Link](https://x.com/sprucepointcap/status/734741936733589504)  2016-05-23T13:45Z 44K followers, [--] engagements


"Opco this morning warning of more downside earnings risk in Ametek $AME. Will this be the 4th guide down in a row"  
[X Link](https://x.com/sprucepointcap/status/755057396955873280)  2016-07-18T15:11Z 44K followers, [--] engagements


"Spruce Point calls on S&P Committee to remove $AME under-performers not welcome in our benchmark/blue chip US index"  
[X Link](https://x.com/sprucepointcap/status/761198658880610304)  2016-08-04T13:54Z 44K followers, [--] engagements


"Our view that $ACM Capital sales are non-core validated. Seem to have problems liquidating $ACM is a show me story"  
[X Link](https://x.com/sprucepointcap/status/773514923133562880)  2016-09-07T13:35Z 44K followers, [--] engagements


"$ACM under some pressure under-performing E&C peers today getting closer to our first target level of $23"  
[X Link](https://x.com/sprucepointcap/status/774310171468296192)  2016-09-09T18:15Z 44K followers, [--] engagements


"$ACM bearish filing shows president of largest operating segment entered a stock sale program the day after it disclosed a material weakness"  
[X Link](https://x.com/sprucepointcap/status/778950382110248960)  2016-09-22T13:33Z 44K followers, [--] engagements


"$ACM seems to have a PR problem announces deal then details emerge its customer having problems paying it yet added $500m to backlog"  
[X Link](https://x.com/sprucepointcap/status/790547105156702208)  2016-10-24T13:34Z 44K followers, [--] engagements


"$ACM hasn't set an earnings date yet for year end earnings; in recent years they'd already established a date by now.we're waiting"  
[X Link](https://x.com/sprucepointcap/status/790913659983847424)  2016-10-25T13:51Z 44K followers, [--] engagements


"Another example of a big engineering/construction deal gone bust $AMFW -20% this AM. We're still waiting for $ACM to set an earnings date"  
[X Link](https://x.com/sprucepointcap/status/791622118362324993)  2016-10-27T12:46Z 44K followers, [--] engagements


"$ULTIs audit fees are abnormally low in relation to cloud software peers. Audit-related fees very high. Pay close attention"  
[X Link](https://x.com/sprucepointcap/status/808696569495224325)  2016-12-13T15:34Z 44K followers, [--] engagements


"Insightful new risk factors $BURL 10-K hope everyone is reading; Complex accounting Remember CEO came from Kohl's did a restatement"  
[X Link](https://x.com/sprucepointcap/status/842738323512868864)  2017-03-17T14:04Z 44K followers, [--] engagements


"Investors overlooking $PTCs CEO + CFO past association w/controversial companies that committed fraud + acctg restatements"  
[X Link](https://x.com/sprucepointcap/status/844926740568985600)  2017-03-23T15:00Z 44K followers, [--] engagements


"$PTC settled w/ DOJ/SEC for FCPA violations admitted forecasting errors+settling intl tax audits fin control issues + ethics worrisome"  
[X Link](https://x.com/sprucepointcap/status/844927029233504257)  2017-03-23T15:01Z 44K followers, [--] engagements


"Avg sell-side $PTC price tgt of $61/sh terrible risk/reward given stock is at peak valuation and discounting none of our serious concerns"  
[X Link](https://x.com/sprucepointcap/status/844927262864691200)  2017-03-23T15:02Z 44K followers, [--] engagements


"Our followers will recall our criticisms on $GEF they ousted the CEO and guided down after our report. $PTC restructuring abuse just as bad"  
[X Link](https://x.com/sprucepointcap/status/844959008968642565)  2017-03-23T17:08Z 44K followers, [--] engagements


"Very insightful comment on seeking alpha yesterday on $PTC one can only guess why management is not disclosing key information"  
[X Link](https://x.com/sprucepointcap/status/845268062672703490)  2017-03-24T13:36Z 44K followers, [--] engagements


"$PTC "response" to our report fails to answer any of our legitimate concerns. We advise all its stakeholders to exercise caution"  
[X Link](https://x.com/sprucepointcap/status/845333712782921730)  2017-03-24T17:57Z 44K followers, [--] engagements


"5th amendment to $PTC credit facility last night. Bankers clamping down on credit availbility More debt soon https://www.sec.gov/Archives/edgar/data/857005/000165495417002769/form8-kcreditfacilityamdn.htm https://www.sec.gov/Archives/edgar/data/857005/000165495417002769/form8-kcreditfacilityamdn.htm"  
[X Link](https://x.com/sprucepointcap/status/847804521816444928)  2017-03-31T13:35Z 44K followers, [--] engagements


"Nice to see efficient markets at work; $BURL CEO sells stock same day a strong buy recommendation is made by a new broker"  
[X Link](https://x.com/sprucepointcap/status/849978231486902272)  2017-04-06T13:32Z 44K followers, [--] engagements


"$WIX likes to report churn at the cohort level. Gross annual churn for subscriptions is roughly 48% double that of industry leader $GDDY"  
[X Link](https://x.com/sprucepointcap/status/854720805057572864)  2017-04-19T15:38Z 44.1K followers, [--] engagements


"Nice to see @bespokeinvest also negative on $BURL this weekend in @barronsonline"  
[X Link](https://x.com/sprucepointcap/status/856547534969470976)  2017-04-24T16:37Z 44K followers, [--] engagements


"@Diageo_NA In case you've not seen this it may be of interest to you since your #whiskey is produced here by $MGPI"  
[X Link](https://x.com/sprucepointcap/status/861590495872602112)  2017-05-08T14:35Z 44.2K followers, [--] engagements


"Warned u on $PTC a stock pump spinning a 'successful' SaaS conversion story 10Q now shows u why cash flow is illusive; CEO should resign"  
[X Link](https://x.com/sprucepointcap/status/863026008252981248)  2017-05-12T13:40Z 44.9K followers, [--] engagements


"Slowing growth of $DORM customers $AZO $ORLY $AAP and lack of innovative product makes this unlikely"  
[X Link](https://x.com/sprucepointcap/status/897816117183475712)  2017-08-16T13:43Z 44K followers, [--] engagements


"Downgrade $PTC cash flow+'18 EPS shortfall. Cash flow hasn't increased in multiple years. [--] analysts at buy none accurately model #skeptic"  
[X Link](https://x.com/sprucepointcap/status/923542393374289920)  2017-10-26T13:30Z 44K followers, [--] engagements


"Anyone catch $PTC changed charts cut its long-term growth outlook from 12% to 10% have to wonder if markets are broken#bubble #negative"  
[X Link](https://x.com/sprucepointcap/status/925000332517748738)  2017-10-30T14:03Z 44K followers, [--] engagements


"Anyone catch how $AVAV cannot stand behind its earnings guidance given in August Why not reiterate that too #negative #bearish"  
[X Link](https://x.com/sprucepointcap/status/928629395425816577)  2017-11-09T14:24Z 44K followers, [--] engagements


"Pleased to see Jefferies drop research coverage on $AVAV reported late friday they had a $37 price target (15% lower). #bearish #negative"  
[X Link](https://x.com/sprucepointcap/status/930078345802461184)  2017-11-13T14:22Z 44K followers, [--] engagements


"Pleased to see some respected hedge funds cut stakes in $PTC following some of Spruce Point's concerns thank you for following"  
[X Link](https://x.com/sprucepointcap/status/930795679995351040)  2017-11-15T13:52Z 44.9K followers, [--] engagements


"Historical precedent suggests that $O transition into negative SSR has generally been followed by 40%-50% share price declines $DDR $KIM $BRX"  
[X Link](https://x.com/sprucepointcap/status/961264341264855041)  2018-02-07T15:44Z 44K followers, [--] engagements


"$O essentially has the lowest remaining lease term and the highest amount of lease expirations over the next two years amongst peer group #REIT"  
[X Link](https://x.com/sprucepointcap/status/961267406986534917)  2018-02-07T15:56Z 44K followers, [--] engagements


"Based on SP Dividend Sustainability Index (DSI) $O dividend sustainability is currently at the lowest level since our data set began in [----] #REIT"  
[X Link](https://x.com/sprucepointcap/status/961267749573087232)  2018-02-07T15:57Z 44K followers, [--] engagements


"$O management team comprised almost solely of ex-investment bankers a group well versed in flattering financials with magic #REIT"  
[X Link](https://x.com/sprucepointcap/status/961268143292321792)  2018-02-07T15:59Z 44K followers, [--] engagements


"$ULTI after audit committee chair (who served at Lason - a fraud) and a surprise margin cut mid last year 10-K filed last night reveals a material weakness. Now see how they are starting to restate prior earnings #negative #bearish"  
[X Link](https://x.com/sprucepointcap/status/968498793976037376)  2018-02-27T14:51Z 44K followers, [--] engagements


"Maybe the SEC will get interested in seeing $ULTI executes dump stock furiously ahead of the recent filing the 10-K disclosing a restatement and expanded competition - is this material #bearish #negative"  
[X Link](https://x.com/sprucepointcap/status/968499478524321792)  2018-02-27T14:54Z 44K followers, [--] engagements


"It is not a stretch to see $TR continue to move to the low $20s once investors realize that EPS and cash flow can shrink further. Catalyst: Stock dividend paid next month lets see how many investors sell it #bearish"  
[X Link](https://x.com/sprucepointcap/status/971808311975841793)  2018-03-08T18:02Z 44K followers, [--] engagements


"Corporate assets $KTOS fastest growing segment where is the depreciation They don't generate cash flow and not buying their "adj EPS" #skeptic"  
[X Link](https://x.com/sprucepointcap/status/974664444646129665)  2018-03-16T15:11Z 44K followers, [--] engagements


"$GLOB is reluctant to discuss and appears to overstate its decelerating organic growth"  
[X Link](https://x.com/sprucepointcap/status/981549368661725186)  2018-04-04T15:09Z 44.9K followers, [--] engagements


"$WPP $GLOB largest investor investigation into its CEO Martin Sorrell ($GLOB Advisory Board member) for misuse of company assets and allegations of improper behavior could potentially lead to a major overhang on $GLOB share price"  
[X Link](https://x.com/sprucepointcap/status/981554854819745792)  2018-04-04T15:31Z 44.1K followers, [--] engagements


"Meanwhile Lockheed $LMT saying problems with F-35 jets not being accepted by pentagon. F-35 another top revenue program of $MRCY Mercury. Looking fwd to their view on it later in addition to SEWIP"  
[X Link](https://x.com/sprucepointcap/status/988804760571654144)  2018-04-24T15:40Z 44K followers, [--] engagements


"$MRCY valuation disconnect is baffling the lowest free cash flow margin and the highest valuation in the aerospace industry for peers $1.5bn market cap. We continue to see up to 80% long-term downside risk #valuationcorrection"  
[X Link](https://x.com/sprucepointcap/status/989133162096857088)  2018-04-25T13:24Z 44K followers, [--] engagements


"$USCR showing all the signs of another poorly organized roll-up hitting a wall. We've repeatedly illustrated names like this showing divergent GAAP / Non-GAAP and Cash Flow issues"  
[X Link](https://x.com/sprucepointcap/status/997110563321901057)  2018-05-17T13:44Z 44K followers, [--] engagements


"Good to see Credit Suisse downgrade the defense hardware industry this morning. We've been warning for months now that this is a frothy sector; buyer beware $KTOS $MRCY $AVAV #overvalued"  
[X Link](https://x.com/sprucepointcap/status/998921820001759232)  2018-05-22T13:41Z 44K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing