# ![@valuedontlie Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2671133647.png) @valuedontlie Colin King

Colin King posts on X about debt, balance sheet, cash flow, acquisition the most. They currently have [------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::2671133647/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2671133647/c:line/m:interactions.svg)

- [--] Week [------] -1.40%
- [--] Month [-------] -19%
- [--] Months [-------] +16%
- [--] Year [---------] +46%

### Mentions: [--] [#](/creator/twitter::2671133647/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2671133647/c:line/m:posts_active.svg)

- [--] Week [--] +7%
- [--] Month [--] -22%
- [--] Months [---] +29%
- [--] Year [---] +39%

### Followers: [------] [#](/creator/twitter::2671133647/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2671133647/c:line/m:followers.svg)

- [--] Week [------] +0.07%
- [--] Month [------] +0.06%
- [--] Months [------] +3.70%
- [--] Year [------] +15%

### CreatorRank: [---------] [#](/creator/twitter::2671133647/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2671133647/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [fashion brands](/list/fashion-brands)  [countries](/list/countries)  [luxury brands](/list/luxury-brands)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[debt](/topic/debt), [balance sheet](/topic/balance-sheet), [cash flow](/topic/cash-flow), [acquisition](/topic/acquisition), [stocks](/topic/stocks), [business](/topic/business), [market cap](/topic/market-cap), [$spco](/topic/$spco), [hmm](/topic/hmm), [$vtrs](/topic/$vtrs)

**Top accounts mentioned or mentioned by**
[@sfarringtonbkc](/creator/undefined) [@guyimpatient](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@fishtowncap](/creator/undefined) [@taobanker](/creator/undefined) [@basilialukos](/creator/undefined) [@toffcap](/creator/undefined) [@acapitallp](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@jpsinvestments](/creator/undefined) [@domocapital](/creator/undefined) [@jay21](/creator/undefined) [@stockspinoffss](/creator/undefined) [@vanckzhu](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@ccmbrett](/creator/undefined) [@natstewart5](/creator/undefined) [@davidkatunaric](/creator/undefined) [@rodalzmann](/creator/undefined) [@ragnarisapirate](/creator/undefined)

**Top assets mentioned**
[Viatris Inc (VTRS)](/topic/$vtrs) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA)](/topic/$teva) [Civeo Corporation (CVEO)](/topic/$cveo) [Ziff Davis, Inc. Common Stock (ZD)](/topic/$zd) [Garrett Motion Inc. Common Stock (GTX)](/topic/$gtx) [Solv Protocol (SOLV)](/topic/$solv) [Urban Outfitters Inc (URBN)](/topic/$urbn) [NCR Atleos Corporation (NATL)](/topic/$natl) [Berry Global Group, Inc. (BERY)](/topic/$bery) [Axalta Coating Systems Ltd. (AXTA)](/topic/$axta) [Stanley Black & Decker, Inc. (SWK)](/topic/$swk) [Open Text Corp (OTEX)](/topic/$otex) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [Danaher Corporation (DHR)](/topic/$dhr) [Crocs, Inc. (CROX)](/topic/$crox) [BABB (BAX)](/topic/$bax) [DXC Technology Co (DXC)](/topic/$dxc) [Origin Protocol (OGN)](/topic/$ogn) [Netflix Inc (NFLX)](/topic/$nflx) [3M Co (MMM)](/topic/$mmm) [Terex Corporation (TEX)](/topic/$tex) [Amplify Energy Corp. (AMPY)](/topic/$ampy) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [Dole, plc (DOLE)](/topic/$dole) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Atkore Inc. (ATKR)](/topic/$atkr) [Kenvue Inc. (KVUE)](/topic/$kvue) [Target Corporation (TGT)](/topic/$tgt) [KBR, Inc. (KBR)](/topic/$kbr) [Pfizer, Inc. (PFE)](/topic/$pfe) [MDU Resources Group, Inc. (MDU)](/topic/$mdu) [Ralliant Corporation (RAL)](/topic/$ral) [Hubble Protocol (HBB)](/topic/$hbb) [WK Kellogg Co (KLG)](/topic/$klg) [Sirius XM Holdings Inc (SIRI)](/topic/$siri)
### Top Social Posts
Top posts by engagements in the last [--] hours

"How does a smaller player like $AMCX survive in the content spending wars for DTC streaming subs"  
[X Link](https://x.com/valuedontlie/status/1560233433229565952)  2022-08-18T11:53Z 11.9K followers, [--] engagements


"@Craig_McDermott Any samples FRG is early Tyco back in the day Actuant I think fit the mold CFX didnt pan quite as intended"  
[X Link](https://x.com/valuedontlie/status/1567644155173543936)  2022-09-07T22:41Z 11.9K followers, [--] engagements


"@ToffCap Ask $DXC how thats working out"  
[X Link](https://x.com/valuedontlie/status/1661108883287318557)  2023-05-23T20:36Z 11.9K followers, [---] engagements


"Here are [--] recently "closed" positions for me. 1) $TEVA 3yrs of nothing. made progress on paying down debt but sales down & earnings/FCF flat. I like the $SDZ story a bit better once that starts trading. 2) $BERY held for 3yrs. bought as they were working through the RPC acquisition. accomplished that and shares did well. thesis is a bit different today (divs + buybacks) 3) $ZIMV maybe doesn't fully count since still own some shares. overbought during Mar2023 selloff. now just getting back to a "normal" sized position https://twitter.com/i/web/status/1703757761241133430"  
[X Link](https://x.com/valuedontlie/status/1703757761241133430)  2023-09-18T13:07Z 11.9K followers, [----] engagements


"$VSTO Sold ammo business (formerly RemainCo) for $1.9bn and lowered guidance on outdoor products (SpinCo) SpinCo updated guide: - Sales $1.275-1.325bn (down from $1.375-1.425bn) - EBITDA margin 7.75% to 8.25% (down from 12-13%) - EBITDA mid-point $104m (down from $175m)"  
[X Link](https://x.com/valuedontlie/status/1714266772465963359)  2023-10-17T13:07Z 11.9K followers, [----] engagements


"@rochonpapi Sandoz $SDZ - Recent spin from Novartis - Riding tailwinds in generic pharma and biosimilars - Industry best balance sheet opens up all cap allocation options - They plan to 2.5x FCF by [----] (16% CAGR)"  
[X Link](https://x.com/valuedontlie/status/1739454885853061482)  2023-12-26T01:15Z 11.9K followers, [----] engagements


"@ToffCap Pharma $VTRS $SDZ Retail $DLTH Healthcare $SOLV Energy $CVEO $VTOL Gaming $GLXZ Auto $SUP $PHIN Will look through my list for others"  
[X Link](https://x.com/valuedontlie/status/1812134335287300315)  2024-07-13T14:37Z 11.9K followers, [----] engagements


"$SDZ Q3 results Sales +11% (biosimilars +36%) Guidance = HSD sales growth / 20% EBITDA margins $17.3bn market cap + $3.5bn net debt = $20.8bn EV targeting $2.1bn EBITDA or 10x EBITDA Why pharma likes biosimilars. https://t.co/DoCmBEailx Why pharma likes biosimilars. https://t.co/DoCmBEailx"  
[X Link](https://x.com/valuedontlie/status/1853513514000040054)  2024-11-04T19:03Z 11.9K followers, [----] engagements


"Long generics $SDZ $TEVA $VTRS $OGN https://t.co/uqB6elGRlB https://t.co/uqB6elGRlB"  
[X Link](https://x.com/valuedontlie/status/1861577032531918858)  2024-11-27T01:05Z 11.9K followers, [----] engagements


"What's your favorite ex-US stock for [----] (haven't heard this one asked yet)"  
[X Link](https://x.com/valuedontlie/status/1869387643441860627)  2024-12-18T14:22Z 11.9K followers, 10.1K engagements


"Which company has the best 10-K youve ever seen Most informative best KPIs most transparent etc"  
[X Link](https://x.com/valuedontlie/status/1916195049286623596)  2025-04-26T18:17Z 11.9K followers, 14.9K engagements


"$CVEO has a [---] room lodge serving energy customers in Kitimat Its official: Canada is now an LNG-exporting nation. The Gaslog Glasgow just sailed out of Kitimat marking the first shipment to market. A historic day for energy trade and the communities that got us here. https://t.co/LYK0m2oUXl Its official: Canada is now an LNG-exporting nation. The Gaslog Glasgow just sailed out of Kitimat marking the first shipment to market. A historic day for energy trade and the communities that got us here. https://t.co/LYK0m2oUXl"  
[X Link](https://x.com/valuedontlie/status/1940038558762537029)  2025-07-01T13:23Z 11.9K followers, [----] engagements


"What's going on with $MNRO down 15% Results seem decent"  
[X Link](https://x.com/valuedontlie/status/1983588502232334676)  2025-10-29T17:35Z 11.9K followers, [----] engagements


"what other industries look like this right now"  
[X Link](https://x.com/valuedontlie/status/1991875245406322696)  2025-11-21T14:24Z 11.9K followers, [----] engagements


"@SFarringtonBKC $RILY brought me both $BW and $SNCR ideas Hoping for more small cap buyouts in 2026"  
[X Link](https://x.com/valuedontlie/status/1999516830453395888)  2025-12-12T16:28Z 11.9K followers, [---] engagements


"@SFarringtonBKC @jay_21_ And the price/value gap vs fast food is still super favorable for casual dining"  
[X Link](https://x.com/valuedontlie/status/2005101130305733104)  2025-12-28T02:18Z 11.9K followers, [---] engagements


"An early look at the FedEx Freight spin-off carve-out financials Not an entirely a stellar performer"  
[X Link](https://x.com/valuedontlie/status/2012893992434749903)  2026-01-18T14:25Z 11.9K followers, [----] engagements


"$LULU Having deja vu. hasn't this problem happened to $LULU before Having deja vu. hasn't this problem happened to $LULU before"  
[X Link](https://x.com/valuedontlie/status/2013937259934880094)  2026-01-21T11:30Z 11.9K followers, [----] engagements


"$ROCK down 20% today on Q4 guidance cut. $ROCK 1) Announces levering up for $1.34bn acquisition (vs. then market cap of $1.8bn) 2) Shares fall 22% to $47 3) Leverage jumps to 3.7x at close (ex-planned divestiture of renewables segment) 4) Deal is accretive to '25 EPS of $4.25 (11x) 5) Tied to weak resi end markets https://t.co/SzPDQtxqDT $ROCK 1) Announces levering up for $1.34bn acquisition (vs. then market cap of $1.8bn) 2) Shares fall 22% to $47 3) Leverage jumps to 3.7x at close (ex-planned divestiture of renewables segment) 4) Deal is accretive to '25 EPS of $4.25 (11x) 5) Tied to weak"  
[X Link](https://x.com/valuedontlie/status/2014034406990545066)  2026-01-21T17:56Z 11.9K followers, [----] engagements


"Is $NFLX a buy here 1) lots of noise from WBD buyout 2) trading below recent median multiples 3) still growing & winning 4) prob fine if they win or lose WBD bid sort of blasphemous from a deep value perspective but interesting to think about"  
[X Link](https://x.com/valuedontlie/status/2014354158124519501)  2026-01-22T15:07Z 11.9K followers, [----] engagements


"@MikeFritzell Our accounting firm offers an AI ledger option its a lower cost service since AI does most of the work. It still needs human review and only works well for certain businesses/sizes"  
[X Link](https://x.com/valuedontlie/status/2016471914466648555)  2026-01-28T11:22Z 11.9K followers, [---] engagements


"Latest article from @hkuppy makes me think of plenty of micro caps out there which are essentially small businesses Lumpy earnings but consistent over long stretches $CMPD $PDRX come to mind"  
[X Link](https://x.com/valuedontlie/status/1679248653502885889)  2023-07-12T21:57Z 11.9K followers, [----] engagements


"Here are rest of my notes: http://www.notion.so/Sigilon-Therapeutics-c472efd853404da0bdb6b0e93bdc7ba7pvs=4 http://www.notion.so/Sigilon-Therapeutics-c472efd853404da0bdb6b0e93bdc7ba7pvs=4"  
[X Link](https://x.com/valuedontlie/status/1683529360744038401)  2023-07-24T17:27Z 11.9K followers, [---] engagements


"$WOR Quick Value -- Worthington Industries Upcoming spin-off: 1) SteelCo $WS 2) Industrial conglomerate $WOR A thread 🧵"  
[X Link](https://x.com/valuedontlie/status/1730229209438511415)  2023-11-30T14:16Z 11.9K followers, [----] engagements


"$PDRX Went 7-8 months without moving and now inching higher. Super cheap and huge net cash position but expert market. Wonder if they'll do another special dividend in near future"  
[X Link](https://x.com/valuedontlie/status/1730617820294094867)  2023-12-01T16:00Z 11.9K followers, [----] engagements


"$GLXZ Why haven't they refinanced their debt at this point Significant gross cash position while interest eats into most of EBITDA"  
[X Link](https://x.com/valuedontlie/status/1792611495152341378)  2024-05-20T17:41Z 11.9K followers, [----] engagements


"$GLXZ deal not a bailout Good biz with a fixable balance sheet $GLXZ Why haven't they refinanced their debt at this point Significant gross cash position while interest eats into most of EBITDA https://t.co/DaZVvDMM0c $GLXZ Why haven't they refinanced their debt at this point Significant gross cash position while interest eats into most of EBITDA https://t.co/DaZVvDMM0c"  
[X Link](https://x.com/valuedontlie/status/1814105082394239178)  2024-07-19T01:08Z 11.9K followers, [----] engagements


"@KrisRymer @stockspinoffss Worked out well for XPO so curious what this will look like"  
[X Link](https://x.com/valuedontlie/status/1869879745925509205)  2024-12-19T22:57Z 11.9K followers, [--] engagements


"Looks like $RILY cleared path to next baby bond maturity. Just a guess but Id bet they sell comms biz to cover part of [----] maturities. That gets them flexibility into next wall of maturities in 2028"  
[X Link](https://x.com/valuedontlie/status/1897427518048661781)  2025-03-05T23:22Z 11.9K followers, [----] engagements


"What are you buying today"  
[X Link](https://x.com/valuedontlie/status/1899185696369508842)  2025-03-10T19:48Z 11.9K followers, 16.8K engagements


"@stockspinoffss @natstewart5 I've had a few decent special sit picks over the years. $DBD $STRZ $SDZNY $PHIN $MPC"  
[X Link](https://x.com/valuedontlie/status/1935407765268107303)  2025-06-18T18:42Z 11.9K followers, [----] engagements


"$DNOW $MRC Havent spent any time on this deal yet but synergy estimates seem low. Would assume some location consolidation over time. Says something about these businesses/industry that they feel the need to rapidly delever from 0.5x net leverage"  
[X Link](https://x.com/valuedontlie/status/1938494696944521375)  2025-06-27T07:08Z 11.9K followers, [----] engagements


"What happened with $IAC yesterday Down 13% on Q2 results"  
[X Link](https://x.com/valuedontlie/status/1953076591405482370)  2025-08-06T12:52Z 11.9K followers, [----] engagements


"@Tintincapital I think $IAC most interesting setup and perhaps most undeserved selloff Still unpacking. Lots of land mines out there"  
[X Link](https://x.com/valuedontlie/status/1953597095090565416)  2025-08-07T23:20Z 11.9K followers, [---] engagements


"What's an appropriate number of stocks for the watchlist Buddy just dropped me a note to add TUSK and RNGR to the list. Now up to [---] on the tracker. Thanks for your help folks. whittled the tracker down to [--] names and then added [--] from suggestions. https://t.co/S6iYoU6dbP Thanks for your help folks. whittled the tracker down to [--] names and then added [--] from suggestions. https://t.co/S6iYoU6dbP"  
[X Link](https://x.com/valuedontlie/status/1958889141904843073)  2025-08-22T13:49Z 11.9K followers, [----] engagements


"$LEG Wrote off $1bn from bedding products segment in 2023-2024. guessing this was mostly/entirely related to their [----] acquisition of ECS for $1.25bn Ouch. Funded entirely with debt which essentially left the company where they are today (i.e. down from $40-50 to $9)"  
[X Link](https://x.com/valuedontlie/status/1975183256741200166)  2025-10-06T12:56Z 11.9K followers, [----] engagements


"@david_katunaric CVEO DXT BDI provide lodging and accommodations to remote oilfield sites (its a nice business) VTOL provides helicopter transport to offshore rigs Tons of midstream players that are mostly fee for service"  
[X Link](https://x.com/valuedontlie/status/1982797292248637511)  2025-10-27T13:11Z 11.9K followers, [----] engagements


"Open letter to board of $GDEN from @AndrewRangeley Amounts to a take under at 1-2x EBITDA for OpCo stub. I own some shares and agree with Andrews thoughts on this one"  
[X Link](https://x.com/valuedontlie/status/1987871797564596597)  2025-11-10T13:15Z 11.9K followers, [----] engagements


"Need to avoid timing Quick Value write-ups with same day company earnings release. $DOLE up a bit this morning on 3Q25 results but still interesting here"  
[X Link](https://x.com/valuedontlie/status/1987900233762611533)  2025-11-10T15:08Z 11.9K followers, [----] engagements


"$DOLE 1) Vertically integrated produce supplier w/ #1-2 position in bananas pineapples grapes - lots of infrastructure here: 110k acres [---] facilities [--] ships etc. 2) Formed via [----] (levered) merger with Total Produce IPO at $16 3) Non-fundamental sell-off in Sep [----] from passing/liquidation of longtime owner & former CEO David Murdock (shares from $15 to $13) 4) Rev + EBITDA steadily growing pre-and-post merger. EBITA mostly flat $380-390m from '21-25 5) FCF + divestitures used to repay debt from '21-24 - capital allocation inflecting toward buybacks ($100m authorization 3Q25 = 8% s/o) 6)"  
[X Link](https://x.com/anyuser/status/1988594429767061613)  2025-11-12T13:07Z 11.9K followers, [----] engagements


"Always fascinating to see random spikes in older posts. either: 1) someone is researching the company; or 2) something is going on with the company. In this case $AXTA rumored in merger talks w/ Akzo Nobel biz Haven't heard a peep on $AXTA in years it feels like (Meryl Witmer pitched Barron's in 2016) 1) Decent business = specialty chem (light vehicle + commercial vehicle paints via body shops OEM + industrial) 2) Stock is basically flat since [----] despite improved fundamentals https://t.co/u9T9CjYWiq Haven't heard a peep on $AXTA in years it feels like (Meryl Witmer pitched Barron's in 2016)"  
[X Link](https://x.com/valuedontlie/status/1990624958695842065)  2025-11-18T03:35Z 11.9K followers, [----] engagements


"109 names on my watchlist tracker. 37% within 10% of 52wk low granted I sometimes start my search with 52wk lows :) so this is unlikely a representative sample Everywhere I look cheap stocks just getting cheaper. Everywhere I look cheap stocks just getting cheaper"  
[X Link](https://x.com/valuedontlie/status/1991642445055160396)  2025-11-20T22:58Z 11.9K followers, [----] engagements


"Who's on your list of clobbered names exposed to weak resi/housing/consumer HD SWK ROCK ATKR BLDR JELD TREX OC MAS probably tons of others which of these are actually interesting though"  
[X Link](https://x.com/valuedontlie/status/1991864927871787341)  2025-11-21T13:43Z 11.9K followers, [----] engagements


"Time to go long $SWK turnaround This little Black & Decker chainsaw is the mvp of my garage. I don't have a need for a gas-powered chainsaw and I've used this to cut up all sorts of things from fallen limbs to small stumps. https://t.co/7po3ZVpFwa This little Black & Decker chainsaw is the mvp of my garage. I don't have a need for a gas-powered chainsaw and I've used this to cut up all sorts of things from fallen limbs to small stumps. https://t.co/7po3ZVpFwa"  
[X Link](https://x.com/valuedontlie/status/1992995115921559986)  2025-11-24T16:33Z 11.9K followers, [----] engagements


"Thinking of buying $CMCSA $CNK in the wake of the WBD transaction [--] thoughts coming out of $NFLX / $WBD announcement: 1) spinco is going to get absolutely puked cant envision anyone wanting to hold this given this transaction 2) remaining media cos going to aggressively consolidate out of (perceived) necessity [--] thoughts coming out of $NFLX / $WBD announcement: 1) spinco is going to get absolutely puked cant envision anyone wanting to hold this given this transaction 2) remaining media cos going to aggressively consolidate out of (perceived) necessity"  
[X Link](https://x.com/valuedontlie/status/1997372921463844944)  2025-12-06T18:29Z 11.9K followers, [----] engagements


"$NGVT announcing another strategic review. getting closer to standalone emissions business. super niche low growth 50% EBITDA margins"  
[X Link](https://x.com/valuedontlie/status/1998123654115197179)  2025-12-08T20:12Z 11.9K followers, [----] engagements


"a running thread of quick value pitches"  
[X Link](https://x.com/anyuser/status/2011413258264293660)  2026-01-14T12:21Z 11.9K followers, [----] engagements


"1) $CNK beaten down movie theater chain. viewed as melting ice cube but very likely earnings will be higher next 2-3yrs as capital allocation inflects away from debt service toward buybacks https://x.com/valuedontlie/status/2011158081108132019s=20 $CNK quick value: 1) #3 movie theater operator in North America w/ 15% market share 2) theaters clobbered during COVID and again from [----] hollywood strikes -- industry box office sales 76% of pre-COVID levels 3) business model has [--] components: 1) ticket sales shared w/ https://t.co/CPJ2gv1IGw"  
[X Link](https://x.com/valuedontlie/status/2011413259635839298)  2026-01-14T12:21Z 11.9K followers, [---] engagements


"Sandoz on generics/biosimilar market: "the biosimilars and generics market is worth more than $250 billion and it's growing strongly. Driven by increasing share for biosimilars over the next decade we expect about $600 billion of loss of exclusivity opportunities creating a significant opportunity for expansion." https://twitter.com/i/web/status/2013670750591373769 https://twitter.com/i/web/status/2013670750591373769"  
[X Link](https://x.com/valuedontlie/status/2013670750591373769)  2026-01-20T17:51Z 11.9K followers, [---] engagements


"Having deja vu. hasn't this problem happened to $LULU before Lululemon pauses online sales of new workout line Get Low after see-through complaints https://t.co/EvBPG5uKgV https://t.co/jIoOsPE2Ey Lululemon pauses online sales of new workout line Get Low after see-through complaints https://t.co/EvBPG5uKgV https://t.co/jIoOsPE2Ey"  
[X Link](https://x.com/valuedontlie/status/2013740311088902619)  2026-01-20T22:27Z 11.9K followers, [----] engagements


"These "cheap tech" names just keep getting cheaper. An updated look at my "cheap tech" list Surprised $ZD trading at a discount to $CCSI despite a virtually debt-free balance sheet and better collection of businesses (IMO) https://t.co/JwghQSOQrJ An updated look at my "cheap tech" list Surprised $ZD trading at a discount to $CCSI despite a virtually debt-free balance sheet and better collection of businesses (IMO) https://t.co/JwghQSOQrJ"  
[X Link](https://x.com/anyuser/status/2018025013656293751)  2026-02-01T18:13Z 11.9K followers, [----] engagements


"@ShitFund This is one of those rite of passage stocks"  
[X Link](https://x.com/valuedontlie/status/2019273826920530294)  2026-02-05T04:56Z 11.9K followers, [---] engagements


"@FishtownCap Getting caught in broader AI short basket OBBBA seems like itd be tailwind"  
[X Link](https://x.com/valuedontlie/status/2019530363895177486)  2026-02-05T21:55Z 11.9K followers, [---] engagements


"What are your top [--] ideas for 2026-2027 (not just your favorite name) Some names I like here: ZD LEG ATNI STRZ SANG DNOW CMCSA A few other special sits too but these are prob at the top right now and each has a 2-3 yr horizon or longer"  
[X Link](https://x.com/valuedontlie/status/2006811812281594262)  2026-01-01T19:36Z 11.9K followers, 10.5K engagements


"Synchronoss $SNCR officially acquired by Lumine for $9/share No need for the paywall on this Sep [----] article anymore https://www.valuedontlie.com/p/quick-value-283-synchronoss-sncrutm_source=publication-search https://www.valuedontlie.com/p/quick-value-283-synchronoss-sncrutm_source=publication-search"  
[X Link](https://x.com/anyuser/status/2022316233694085613)  2026-02-13T14:25Z 11.9K followers, [----] engagements


"anyone have any good left for dead ideas stock prices that have dwindled (not falling knife) no commentary on twitter in months no Q&A on earnings calls etc"  
[X Link](https://x.com/valuedontlie/status/1374189015767859200)  2021-03-23T02:39Z 11.9K followers, [--] engagements


"Investment portfolio. - Market value $309bn - Cost basis +$28bn YoY - Apple stake $119bn at yearend - Occidental stake $12bn in equity method - Where did the old investment holdings table go"  
[X Link](https://x.com/valuedontlie/status/1630584088020107265)  2023-02-28T15:01Z 11.9K followers, [---] engagements


"@augustusville $MTCR still in the works"  
[X Link](https://x.com/valuedontlie/status/1667588638975184896)  2023-06-10T17:44Z 11.9K followers, [---] engagements


"Quick Value this week was Atmus Filtration $ATMU Recent IPO/split-off from Cummins $CMI"  
[X Link](https://x.com/valuedontlie/status/1671857841328607232)  2023-06-22T12:29Z 11.9K followers, [----] engagements


"$NATL CEO laying out FCF math over the next [--] quarters and potential uses for that cash. "not interested in paying a dividend" Anyone close to $NATL story This was the ATM piece of the NCR spin-off. analyst estimates close to $6 EPS in [----] and it's at $28. is this real Anyone close to $NATL story This was the ATM piece of the NCR spin-off. analyst estimates close to $6 EPS in [----] and it's at $28. is this real"  
[X Link](https://x.com/valuedontlie/status/1949904942312857907)  2025-07-28T18:49Z 11.9K followers, [----] engagements


"@SFarringtonBKC Has to be. slow erosion of revenue and earnings drifting for years constrained by dividend (relative to cash flow at least) Balance sheet is fine but the business is objectively "meh" Arguably not cheap enough for decade+ poor performance Market loves industrials tho"  
[X Link](https://x.com/valuedontlie/status/1953447495331176717)  2025-08-07T13:25Z 11.9K followers, [---] engagements


"Just thinking out loud. $IAC should spin/merge the dotdash/meredith (now people) biz with $ZD Combines levered B/S (IAC) with clean B/S (ZD) Scaled marketing resources + advertising clout. likely some cost out oppty. tons of cash flow. Too bad RMT doesn't work here"  
[X Link](https://x.com/valuedontlie/status/1955611070602805383)  2025-08-13T12:43Z 11.9K followers, [----] engagements


"$CVEO with an insanely underappreciated capital allocation framework. How many companies have you seen eliminate their dividend in favor of a 20% buyback followed by 75% of FCF going to buybacks thereafter Whats your favorite sub-$500M market cap company Provide the ticker and write a short blurb on what makes them great Whats your favorite sub-$500M market cap company Provide the ticker and write a short blurb on what makes them great"  
[X Link](https://x.com/valuedontlie/status/1959052267392233816)  2025-08-23T00:37Z 11.9K followers, 15.8K engagements


"@DealintCB Borderline liquidation value"  
[X Link](https://x.com/valuedontlie/status/1968781751116837156)  2025-09-18T20:58Z 11.9K followers, [---] engagements


"Atkore International (ATKR) provides an update on planned strategic actions being taken to strengthen and improve the future financial returns for the Company Anyone still following $ATKR CEO change + strategic review"  
[X Link](https://x.com/valuedontlie/status/1973736473649451389)  2025-10-02T13:07Z 11.9K followers, [----] engagements


"What are your favorite "down big" names right now On my list: MNRO DECK THRY BAX Heres where Ill be dumpster diving today. Already long a few of these. $JACK -63% $TTD: -58% $LULU: -56% $IT: -49% $THRY: -47% $WEN -47% $CNC: -42% $DOW: -40% $UNH: -39% $BBWI: -37% $BAH -34% $KVUE: -33% $TGT: -32% $FA: -31% $ACN: -29% $CMCSA: -27% $GIS: -26% $UPS: -23% $ADBE: Heres where Ill be dumpster diving today. Already long a few of these. $JACK -63% $TTD: -58% $LULU: -56% $IT: -49% $THRY: -47% $WEN -47% $CNC: -42% $DOW: -40% $UNH: -39% $BBWI: -37% $BAH -34% $KVUE: -33% $TGT: -32% $FA: -31% $ACN: -29%"  
[X Link](https://x.com/valuedontlie/status/1984323436294893707)  2025-10-31T18:15Z 11.9K followers, [----] engagements


"$STRZ filed 8-K this morning with incentive comp for CEO Jeff Hirsch. $12.5m incentive (8x base comp) based on hitting OIBDA targets and stock prices ranging from $25-50 through 2028"  
[X Link](https://x.com/valuedontlie/status/1990416480005955685)  2025-11-17T13:47Z 11.9K followers, [----] engagements


"Just memorializing where $AXTA/AKZO said they'll be financially for when I revisit this in a year or 2"  
[X Link](https://x.com/valuedontlie/status/1991137383006568475)  2025-11-19T13:32Z 11.9K followers, [----] engagements


"$LEG received all-stock buyout offer from $SGI at $12 per share I'd do the same if my stock were up 270% over the past few years but this offer is way too low"  
[X Link](https://x.com/valuedontlie/status/1995552747899211898)  2025-12-01T17:57Z 11.9K followers, [----] engagements


"What are some companies youd like to see pursue a spin-off Where are the hidden gem segments hiding out there"  
[X Link](https://x.com/valuedontlie/status/1996238939858882814)  2025-12-03T15:23Z 11.9K followers, 14K engagements


"Some spins/splits/sales I'd love to see BAX - still room to split SWK - spin the fasteners biz ZD - just break up the whole damn thing ATNI - breakup Alaska telco from int'l telco PHIN - aftermarket parts would prob trade better NGVT - gimme the 50% EBITDA margin emission biz What are some companies youd like to see pursue a spin-off Where are the hidden gem segments hiding out there What are some companies youd like to see pursue a spin-off Where are the hidden gem segments hiding out there"  
[X Link](https://x.com/valuedontlie/status/1996577227438162328)  2025-12-04T13:48Z 11.9K followers, [----] engagements


"@JPSInvestments These "balance sheet transformations" have worked out. $LEG is my last remaining bet in that category"  
[X Link](https://x.com/valuedontlie/status/1996604529228280064)  2025-12-04T15:36Z 11.9K followers, [---] engagements


"$WY hosting first investor day in [--] years and giving financial targets to [----] May have to take a look Whats your favorite multi-year plan idea i.e. management lays out [--] year targets and the company is 12-18 months into executing Whats your favorite multi-year plan idea i.e. management lays out [--] year targets and the company is 12-18 months into executing"  
[X Link](https://x.com/valuedontlie/status/1997662110583570841)  2025-12-07T13:38Z 11.9K followers, [----] engagements


"What's your favorite activist idea right now"  
[X Link](https://x.com/valuedontlie/status/2000923037135491214)  2025-12-16T13:36Z 11.9K followers, [----] engagements


"$CNK quick value: 1) #3 movie theater operator in North America w/ 15% market share 2) theaters clobbered during COVID and again from [----] hollywood strikes -- industry box office sales 76% of pre-COVID levels 3) business model has [--] components: 1) ticket sales shared w/ studios = 43-45% product margins; and 2) concession sales = 80%+ margins 4) despite industry headwinds [----] sales are 96% of [----] level (entirely via ticket pricing & concessions) 5) Movie Club loyalty members at 1.45m paying $10.99/month+ and growing 10% = largest paid member base among theaters and drive 30% of ticket sales"  
[X Link](https://x.com/valuedontlie/status/2011158081108132019)  2026-01-13T19:27Z 11.9K followers, [----] engagements


"4) $DOLE cheap bigcap delevered from [----] merger w/ Total Produce. not really a special sit but a nice earnings growth story over the next few years https://x.com/valuedontlie/status/1988594429767061613s=20 $DOLE 1) Vertically integrated produce supplier w/ #1-2 position in bananas pineapples grapes - lots of infrastructure here: 110k acres [---] facilities [--] ships etc. 2) Formed via [----] (levered) merger with Total Produce IPO at $16 3) Non-fundamental sell-off in Sep [----] https://t.co/gsOtlhwYZD https://x.com/valuedontlie/status/1988594429767061613s=20 $DOLE 1) Vertically integrated produce"  
[X Link](https://x.com/anyuser/status/2011413265457586605)  2026-01-14T12:21Z 11.9K followers, [----] engagements


"APTV a big relative underperformer in auto supply over the past [--] years. set to spin off their electrical business in 1Q26 Auto suppliers +8% already this year valuations have changed and many of these are shifting positions Still holding GTX and PHIN but potentially looking to move on I like APTV (both SpinCo & RemainCo) but its flying this year. Hmm https://t.co/3sSPNzFT7E Auto suppliers +8% already this year valuations have changed and many of these are shifting positions Still holding GTX and PHIN but potentially looking to move on I like APTV (both SpinCo & RemainCo) but its flying this"  
[X Link](https://x.com/valuedontlie/status/2012528289038934195)  2026-01-17T14:11Z 11.9K followers, [----] engagements


"RJ with $48 target on legacy software co $OTEX (currently at $30) Have always been interested in this one but not smart enough on their products/services Raymond James Energy top pick for 2026; Whitecap Ressources Price target 15$ 🛢📈 https://t.co/4UVKwNCHFU Raymond James Energy top pick for 2026; Whitecap Ressources Price target 15$ 🛢📈 https://t.co/4UVKwNCHFU"  
[X Link](https://x.com/valuedontlie/status/2012972835921142131)  2026-01-18T19:38Z 11.9K followers, [----] engagements


"@fatbowzi No one is 100% exposed to generics. But they needed that industry to stop cratering in order to return to growth"  
[X Link](https://x.com/valuedontlie/status/2013331428805648813)  2026-01-19T19:23Z 11.9K followers, [---] engagements


"Interesting divergence of returns in accommodations / lodging / modular rentals $CVEO big-time underperformer past 1yr/3yrs"  
[X Link](https://x.com/valuedontlie/status/2013637754085589168)  2026-01-20T15:40Z 11.9K followers, [----] engagements


"What is the most repulsive idea in your portfolio Full-on "ick" investing. like what are you ashamed to tell people you own"  
[X Link](https://x.com/valuedontlie/status/2013987699292803284)  2026-01-21T14:51Z 11.9K followers, [----] engagements


"$ALSN Caught this pitch from Meryl Witmer in Barron's roundtable and liked it. Here are my notes: 1) Dominant market share (80%) in transmissions for buses & class 6-8 trucks (on-highway) 2) Huge margins (30%+ EBITDA) but highly cyclical = long-run average P/E at 9-10x 3) Recently acquired off-highway business from $DAN for $2.7bn - adds $2.5bn sales & $350m EBITDA 4) Changes mix from 3% off-highway to 50% off-highway international from 22% to 44% transmissions now 50% of sales 5) Deal synergies + recovering end-markets + buybacks = EPS could hit $12+ by 2027-2028 (vs. $8-9 today) 6) Capital"  
[X Link](https://x.com/anyuser/status/2020248849378693445)  2026-02-07T21:30Z 11.9K followers, [----] engagements


"@KoyfinCharts Sandoz"  
[X Link](https://x.com/valuedontlie/status/2020676662484992466)  2026-02-09T01:50Z 11.9K followers, [---] engagements


"If a new (external) CEO joined a company 2yrs ago and cleaned things up while shares are flat would you still consider it a "management change" story"  
[X Link](https://x.com/anyuser/status/2020942778050674852)  2026-02-09T19:28Z 11.9K followers, [----] engagements


"@JPSInvestments Lear trades at 10x earnings with 6% EBITDA margins vs. EDS at 10%+ so I'd think it should trade at least in that range Using FCF as proxy ($200-300m) = $2-3bn+ fair value for EDS They expect cumulative FCF of $1bn from '26-28 which implies decent FCF growth too"  
[X Link](https://x.com/valuedontlie/status/2021586779321602215)  2026-02-11T14:07Z 11.9K followers, [--] engagements


"@RodAlzmann"  
[X Link](https://x.com/valuedontlie/status/2021751092116173311)  2026-02-12T00:59Z 11.9K followers, [---] engagements


"4) Cash & investments $167bn cash & treasuries $353bn equity portfolio ($174bn $AAPL) $29bn equity method investments ( $KHC $OXY ) TOTAL = $550bn or $255 per B share That's 60% of current share price in cash/investments"  
[X Link](https://x.com/valuedontlie/status/1762855806372835814)  2024-02-28T15:02Z 11.9K followers, [---] engagements


".@SFarringtonBKC is the only other person I know keeping tabs on cos from the $RILY universe $SNCR was a head scratcher for years but looks super interesting today Microcap software co they white label consumer "cloud storage" product for verizon att softbank. were levered 7x a few years ago just received tax refund at half market cap i expect they'll be 2.5x levered by yearend. trades at 4.5x EBITDA (it's a similar situation to $BW delever via DPI sale last Q) Fundamental picture tells the story itself. The Burning Question: Synchronoss Technologies (Paywalled) $SNCR Thank you to Colin King"  
[X Link](https://x.com/valuedontlie/status/1967221358347116789)  2025-09-14T13:38Z 11.9K followers, [----] engagements


"Previously looked at $APTV SpinCo. now unpacking RemainCo. It's the bigger growthier and higher margin side of the split (RC expects cumulative FCF 4x SC over next 3yrs) 1) Aptiv on a mission to shed ICE and low margin exposure since [----] Delphi spin 2) Remaining businesses = ADAS and infotainment products (intelligent systems) and connectors/cables (engineered components) 3) Fundamentals are good = 6% revenue CAGR since [----] split EBITDA margins 19% vs. spinco at 10% lots of FCF 4) "value creation framework" = targeting 4-7% sales growth 200bps margin expansion mid-teens EPS growth before"  
[X Link](https://x.com/valuedontlie/status/1995151727390072924)  2025-11-30T15:23Z 11.9K followers, [----] engagements


"Shoulda bought more $SNCR"  
[X Link](https://x.com/valuedontlie/status/1996586181178302629)  2025-12-04T14:23Z 11.9K followers, [----] engagements


"Link to my write-up on $SNCR back in Sep [----] (paywall removed): https://www.valuedontlie.com/p/quick-value-283-synchronoss-sncr Shoulda bought more $SNCR https://t.co/YfFVRCwiqT https://www.valuedontlie.com/p/quick-value-283-synchronoss-sncr Shoulda bought more $SNCR https://t.co/YfFVRCwiqT"  
[X Link](https://x.com/valuedontlie/status/1996601705291530615)  2025-12-04T15:25Z 11.9K followers, [----] engagements


"$BAH loses treasury contract shares down 12% today Entire government contractor group selling off lately"  
[X Link](https://x.com/valuedontlie/status/2015846511104385089)  2026-01-26T17:57Z 11.9K followers, [----] engagements


"What was your best performing holding in [----] and did it line up with your original thesis How about worst performing holding too"  
[X Link](https://x.com/valuedontlie/status/1999113477470683364)  2025-12-11T13:46Z 11.9K followers, [----] engagements


"2) $VSNT hammered post-spin from $CMCSA. consensus view is a BK melting ice cube but plenty of cash will get deployed before (or if) that happens https://x.com/valuedontlie/status/2005300219341078765s=20 $VSNT notes (spin-off from $CMCSA) 1) spin coming Jan [----] [--] share of VSNT for every [--] CMCSA = 145m s/o 2) linear cable networks (MSNBC CNBC Golf USA Networks etc.) -- sales declining 5% annually from 2016-2026E 3) initial [----] guide = $6.275bn sales (3-7% decline) & https://t.co/3Ic3m5abS2 https://x.com/valuedontlie/status/2005300219341078765s=20 $VSNT notes (spin-off from $CMCSA) 1) spin"  
[X Link](https://x.com/valuedontlie/status/2011413261565239372)  2026-01-14T12:21Z 11.9K followers, [---] engagements


"3) $APTV upcoming spin-off of electrical business (more of a traditional auto supplier) while RemainCo has a nice mix of high margin industrial components. earnings growing too RemainCo: SpinCo: https://x.com/valuedontlie/status/1993686782081118302s=20 https://x.com/valuedontlie/status/1995151727390072924s=20 A look at upcoming Aptiv spin-off coming in 1Q26. 1) SpinCo = electrical distribution systems (EDS) to be named Cyprium (no ticker yet) 2) EDS makes wire harnesses; cables that connect everything in your car (dashboard battery fuses lights etc.). it's the car's plumbing"  
[X Link](https://x.com/valuedontlie/status/2011413263654011266)  2026-01-14T12:21Z 11.9K followers, [----] engagements


"$OTEX becoming a management change story. [--] non-core divestitures and a new (external) CEO coming"  
[X Link](https://x.com/valuedontlie/status/2018717606237147360)  2026-02-03T16:05Z 11.9K followers, [----] engagements


"What a crusty 84yo sounds like on an earnings call"  
[X Link](https://x.com/anyuser/status/2019425959254900902)  2026-02-05T15:00Z 11.9K followers, [----] engagements


"$MAT Shares down 30% pre-market on Q4 results. guiding 8-16% EPS decline in FY26 (includes $400m buybacks) Will need to take another look at this one"  
[X Link](https://x.com/anyuser/status/2021578162904219786)  2026-02-11T13:32Z 11.9K followers, [----] engagements


"Ive missed a few outperforming spins lately Need to dial it in"  
[X Link](https://x.com/anyuser/status/2021730707895201814)  2026-02-11T23:38Z 11.9K followers, [----] engagements


"$HCMLF Upcoming spin of Holcim US business. I see $67bn USD market cap and combined (pre-spin) FCF at $4.3bn (15.5x) SpinCo (Amrize) did $1.64bn leaving RemainCo with $2.7bn Will be interesting to watch unfold"  
[X Link](https://x.com/valuedontlie/status/1902713485966057720)  2025-03-20T13:27Z 11.9K followers, [----] engagements


"Say the base business gets back to $400m EBITDA and they succeed with $55m synergies (at 100% retention) = $455m EBITDA Less $150m interest $85m capex zero tax ignore WC = $220m FCF Would take [--] quarters to hit 3x leverage target assuming they get to $220m FCF immediately"  
[X Link](https://x.com/valuedontlie/status/1930694675976863870)  2025-06-05T18:34Z 11.9K followers, [----] engagements


"And that level ($455m x [--] = $1.365bn debt) = 6.2x FCF which is close to my preferred comfort level All of this to say. This thing is "maybe" worth $30+ eventually but it'll be a long road I do own some $MAGN and it feels a bit like owning $BERY in the early days (highly levered repay debt fast load up for the next thing) https://twitter.com/i/web/status/1930696005764137470 https://twitter.com/i/web/status/1930696005764137470"  
[X Link](https://x.com/valuedontlie/status/1930696005764137470)  2025-06-05T18:39Z 11.9K followers, [----] engagements


"@taobanker Agreed. Even the "public LBO" theme doesn't always pan out cleanly. $BERY $TAP $CVEO $TEVA still meh despite repaying tons of debt + maintaining stable earnings I've gotten suckered into bad balance sheets but requires more accurate outlook on fwd results"  
[X Link](https://x.com/valuedontlie/status/1936820925078319363)  2025-06-22T16:17Z 11.9K followers, [---] engagements


"$MICC Thought this might be a slam dunk spin but everything I'm reading says that 2026-2027 results are gonna suck. Capex jumping from 4% (2024) to 5% Advertising jumping from 12.4% (2024) to 13% Separation costs 365m in '26 & '150m in '27 Restructuring costs 0.8% from 2025-2028 Working capital % sales from 3.3% (2024) to 4.5% No guidance for [----] or [----] only signaling [----] and [----]. hmm. https://twitter.com/i/web/status/1998508683479621635 https://twitter.com/i/web/status/1998508683479621635"  
[X Link](https://x.com/valuedontlie/status/1998508683479621635)  2025-12-09T21:42Z 11.9K followers, [----] engagements


"Do these estimates adequately reflect the 2026-2027 outlook $MICC gave Stock is trading at 8x EBITDA and 12.5x earnings per these numbers $MICC Thought this might be a slam dunk spin but everything I'm reading says that 2026-2027 results are gonna suck. Capex jumping from 4% (2024) to 5% Advertising jumping from 12.4% (2024) to 13% Separation costs 365m in '26 & '150m in '27 Restructuring costs 0.8% from $MICC Thought this might be a slam dunk spin but everything I'm reading says that 2026-2027 results are gonna suck. Capex jumping from 4% (2024) to 5% Advertising jumping from 12.4% (2024) to"  
[X Link](https://x.com/valuedontlie/status/1998745726868689226)  2025-12-10T13:24Z 11.9K followers, [----] engagements


"Covered the upcoming $BDX special sit this week - RMT transaction + recent $WAT appreciation = cheap stub "New BD" opportunity"  
[X Link](https://x.com/valuedontlie/status/2006368998401958229)  2025-12-31T14:17Z 11.9K followers, [----] engagements


"I like some of these alcohol stocks (long $TAP) but the industry isnt despised enough yet. Thinking back to generics after TEVA blew up it took nearly a decade for those stocks to catch a bid and they still trade at single digit multiples. Prob early still The alcohol industry looks cheap. Volumes are flat to down sentiment is awful and everyone is extrapolating GLP-1s and sobriety culture forever. But - These brands throw off absurd cash - Pricing power still exists in spirits and premium beer - Marketing spend gets cut The alcohol industry looks cheap. Volumes are flat to down sentiment is"  
[X Link](https://x.com/valuedontlie/status/2013062267193942169)  2026-01-19T01:33Z 11.9K followers, [----] engagements


"Ideas from Jan 26: 1) $TFX abandoned spin-off for divestiture + CEO change + buybacks 2) $KBR value + catalyst: upcoming spin (2H26) 3) $SXP.TO sale-leaseback capital returns + resuming M&A fundamentals inflecting 4) $CNK beaten down + capital allocation inflection"  
[X Link](https://x.com/anyuser/status/2018791306752037311)  2026-02-03T20:58Z 11.9K followers, [----] engagements


"A look at 18-year financial performance at $ALSN and [---] years of the recently acquired $DAN off-highway business"  
[X Link](https://x.com/anyuser/status/2020509184425439626)  2026-02-08T14:45Z 11.9K followers, [----] engagements


"Love this diagram of auto supplier universe cross-section of: (1) scale/revenue; (2) margin profile; and (3) cash conversion In the bullseye are $BWA $DCH and $APTV (long)"  
[X Link](https://x.com/anyuser/status/2022343431792840705)  2026-02-13T16:13Z 11.9K followers, [----] engagements


"@ragnarisapirate sort of like $SPCO. wonder what the investor base would think of that"  
[X Link](https://x.com/valuedontlie/status/1017444530214318080)  2018-07-12T16:24Z 11.9K followers, [--] engagements


"with $500m+ in annual revenue $FSNN continues to put out PR's touting 3-year $1.1m contracts. always a good sign"  
[X Link](https://x.com/valuedontlie/status/1052647247182204929)  2018-10-17T19:47Z 11.8K followers, [--] engagements


"$SPCO Q3 results out. https://backend.otcmarkets.com/otcapi/company/financial-report/205780/content https://backend.otcmarkets.com/otcapi/company/financial-report/205780/content"  
[X Link](https://x.com/valuedontlie/status/1060247486323920896)  2018-11-07T19:07Z 11.9K followers, [--] engagements


"$SPCO nearing double digit divvy yield again"  
[X Link](https://x.com/valuedontlie/status/1073393699483201542)  2018-12-14T01:46Z 11.9K followers, [--] engagements


"$SPCO Q2 results out. https://backend.otcmarkets.com/otcapi/company/financial-report/226613/content https://backend.otcmarkets.com/otcapi/company/financial-report/226613/content"  
[X Link](https://x.com/valuedontlie/status/1159171691291058177)  2019-08-07T18:37Z 11.9K followers, [--] engagements


"sad to see $SPCO with the shift in deploying cash. was a great run. i'm sure they could/will still have success from here"  
[X Link](https://x.com/valuedontlie/status/1172328119975284737)  2019-09-13T01:56Z 11.9K followers, [--] engagements


"$BRK 2-column method then and now: FY2016 -- 2/28/17 $423bn market cap $260bn cash & investments $163bn stub (8.4x non-ins pre-tax earnings) FY2019 -- 2/23/20 $560bn market cap $412bn cash & investments $148bn stub (6.7x non-ins pre-tax earnings)"  
[X Link](https://x.com/valuedontlie/status/1231739733493133313)  2020-02-24T00:36Z 11.8K followers, [--] engagements


"wow. pretty solid Q2 from $SPCO. https://backend.otcmarkets.com/otcapi/company/financial-report/253005/content https://backend.otcmarkets.com/otcapi/company/financial-report/253005/content"  
[X Link](https://x.com/valuedontlie/status/1288580341163319297)  2020-07-29T21:01Z 11.9K followers, [--] engagements


"$SPCO creeping back up into the high $2 range again. hmm. they recently scrapped the dividend ($0.15/sh) in favor of an M&A centric approach. have already done a few (very) small deals over the past few years"  
[X Link](https://x.com/valuedontlie/status/1306244106570493953)  2020-09-16T14:50Z 11.9K followers, [--] engagements


"some wide variations among the largest US banks"  
[X Link](https://x.com/valuedontlie/status/1317534486612103176)  2020-10-17T18:34Z 11.9K followers, [--] engagements


"interesting divergence. $HRB $BCOR"  
[X Link](https://x.com/valuedontlie/status/1341772261167140866)  2020-12-23T15:46Z 11.8K followers, [--] engagements


"decent write-up on $SPCO from VIC. i wouldn't call it cheap but it's worth following. https://valueinvestorsclub.com/idea/THE_STEPHAN_CO./4196444483 https://valueinvestorsclub.com/idea/THE_STEPHAN_CO./4196444483"  
[X Link](https://x.com/valuedontlie/status/1371519954760183813)  2021-03-15T17:53Z 11.9K followers, [--] engagements


"i've seen a few. $ADES has practically given up. $Y.TO despite the hype around $THRY $NLOK has been chucked aside"  
[X Link](https://x.com/valuedontlie/status/1374192891560652802)  2021-03-23T02:54Z 11.9K followers, [--] engagements


"$SPCO revenue grew 3.5% but gave up some margin"  
[X Link](https://x.com/valuedontlie/status/1390461309813198849)  2021-05-07T00:19Z 11.9K followers, [--] engagements


"@JimmyDaGreek76 The Texas IPPs -- $NRG and $VST Some pharmaceuticals (lots really) Several other random / goofy small-caps that have charts looking like this"  
[X Link](https://x.com/valuedontlie/status/1411482289972842498)  2021-07-04T00:29Z 11.8K followers, [--] engagements


"Quick Value for the week -- Vontier $VNT SpinCo from Fortive $FTV which itself was a Danaher $DHR SpinCo a few years ago"  
[X Link](https://x.com/valuedontlie/status/1482360811762982912)  2022-01-15T14:35Z 11.9K followers, [--] engagements


"Quick Value -- Perrigo Company $PRGO Fully transitioned from generics to consumer health. Trades around 10x earnings if they're successful in hitting $3.65-3.95 EPS target after latest acquisition"  
[X Link](https://x.com/valuedontlie/status/1511462748676403202)  2022-04-05T21:56Z 11.8K followers, [--] engagements


"What are some special sits that we're all looking at / own"  
[X Link](https://x.com/valuedontlie/status/1530896933597896706)  2022-05-29T13:00Z 11.7K followers, [---] engagements


"Has anyone done any work on $FTAI spin off Looks like the Form [--] was filed https://www.sec.gov/edgar/search/#/category=custom&forms=10-12B https://www.sec.gov/edgar/search/#/category=custom&forms=10-12B"  
[X Link](https://x.com/valuedontlie/status/1530993597520175104)  2022-05-29T19:24Z 11.8K followers, [--] engagements


"The $EHC home health spin has also filed a Form [--] recently. That business/industry has done well for $CHE https://www.sec.gov/Archives/edgar/data/0001803737/000114036122020493/ny20003604x5_ex99-1.htm#tUPF https://www.sec.gov/Archives/edgar/data/0001803737/000114036122020493/ny20003604x5_ex99-1.htm#tUPF"  
[X Link](https://x.com/valuedontlie/status/1530995489306451969)  2022-05-29T19:32Z 11.8K followers, [--] engagements


"@ragnarisapirate $TJX has a business model to benefit from this but generally it just sounds like lower margins across the board"  
[X Link](https://x.com/valuedontlie/status/1579647835557199873)  2022-10-11T01:39Z 11.9K followers, [--] engagements


"@CJ0pp3l $RILY $BEBE $SPCO $VTOL (unfortunately)"  
[X Link](https://x.com/valuedontlie/status/1596896106792689664)  2022-11-27T15:57Z 11.9K followers, [--] engagements


"This is a neat question - what stocks held for 3yrs Alternatively - whats your longest tenured stock Which portfolio names have you held for at least [--] full years For me it's $CSU.TO $TMO $DOO.TO $COST $EQB.TO $NA.TO Which portfolio names have you held for at least [--] full years For me it's $CSU.TO $TMO $DOO.TO $COST $EQB.TO $NA.TO"  
[X Link](https://x.com/valuedontlie/status/1596896864041041920)  2022-11-27T16:00Z 11.9K followers, [--] engagements


"Ive held these for 3yrs $RILY $BEBE $SPCO $VTOL (unfortunately) And SPCO is the longest tenured at this point"  
[X Link](https://x.com/valuedontlie/status/1596896865571987457)  2022-11-27T16:00Z 11.9K followers, [--] engagements


"What they do. [--] segments: 1) Merchant - POS/ecom pmt processing 2) Banking - software for bank tx processing 3) Capital Markets - software for securities tx processing"  
[X Link](https://x.com/valuedontlie/status/1600506504314060801)  2022-12-07T15:04Z 11.8K followers, [--] engagements


"Why it's interesting. 1) Big industry underperformance - $FIS with negative returns over 5yr stretch. has underperformed peers $GPN and $FISV and the overall market Usually a case for an expectations reset as investors throw in the towel"  
[X Link](https://x.com/valuedontlie/status/1600506511280820225)  2022-12-07T15:04Z 11.8K followers, [--] engagements


"@RitzerAdam @fin_capital Lets get some chopper demand going $VTOL"  
[X Link](https://x.com/valuedontlie/status/1606488569450725378)  2022-12-24T03:14Z 11.9K followers, [---] engagements


"What are some stocks that look like "easy" doubles this year No $WBD allowed"  
[X Link](https://x.com/valuedontlie/status/1612101848487579648)  2023-01-08T15:00Z 11.8K followers, 13.1K engagements


"They probably still go BK at some point but $RGS climbing out of a hole in their transition to franchise model"  
[X Link](https://x.com/valuedontlie/status/1620851726382235648)  2023-02-01T18:29Z 11.8K followers, [----] engagements


"YTD it's: - energy - utilities - healthcare - consumer staples"  
[X Link](https://x.com/valuedontlie/status/1622050857889013761)  2023-02-05T01:53Z 11.9K followers, [----] engagements


"Here are some individual candidates. S&P [---] is +7.7% YTD and -6% 1Y There are [--] stocks in R3K that are 0% YTD and -10% 1Y Some notables: $PG $PFE $SCHW $CVS $GE $MMM $WBA"  
[X Link](https://x.com/valuedontlie/status/1622233437586210816)  2023-02-05T13:59Z 11.9K followers, [----] engagements


"$ALJJ December results out. No one talking about this one. https://www.aljregionalholdings.com/image/ALJ+OTC+BB+Quarterly+Report%282022.12.31%29-V6.pdf https://www.aljregionalholdings.com/image/ALJ+OTC+BB+Quarterly+Report%282022.12.31%29-V6.pdf"  
[X Link](https://x.com/valuedontlie/status/1633468864477515779)  2023-03-08T14:05Z 11.9K followers, [----] engagements


"Looking at some of these WC/inventory unwind situations going into '23 On bright side - potential huge cash influxes in '23 Risk that tons of retailers/wholesalers rushing to unload inv in '23 = product losses/lower margins and/or too few consumer dollars to absorb it all [--]. Inventories elevated Combination of too much stuff and high costs thanks to '21-22 supply chain/pricing/etc Everyone trying to unwind working capital in [----] can they all do it Destocking coming Are there enough consumer $$ floating around to soak up all that excess https://t.co/IeZkp5Qqu2 [--]. Inventories elevated"  
[X Link](https://x.com/valuedontlie/status/1636353388689387521)  2023-03-16T13:07Z 11.8K followers, [----] engagements


"This is $NWL - '22 EBIT more or less inline w/ 2017-2020 - Op cash flew went from $1bn/yr to ($272m) in '22 - Built $1.4bn working capital in '21-22 - Before working capital op cash flow very stable $1bn from 2016-2022"  
[X Link](https://x.com/valuedontlie/status/1636353390409138178)  2023-03-16T13:07Z 11.8K followers, [----] engagements


"What is the largest "debt repayment" (cumulatively) in recent memory $TEVA has repaid a massive amount of debt over the years"  
[X Link](https://x.com/valuedontlie/status/1637101298993754112)  2023-03-18T14:39Z 11.9K followers, [----] engagements


"This week's Quick Value is Molson Coors $TAP A slow motion deleveraging story that's about to turn the corner"  
[X Link](https://x.com/valuedontlie/status/1642229109278355456)  2023-04-01T18:15Z 11.9K followers, [----] engagements


"And there's your $ALJJ takeunder"  
[X Link](https://x.com/valuedontlie/status/1645793510682136577)  2023-04-11T14:18Z 11.9K followers, [----] engagements


"@wabuffo Do you have an updated PF share count with the conversation + Series A buyback"  
[X Link](https://x.com/valuedontlie/status/1646497583794118656)  2023-04-13T12:56Z 11.8K followers, [----] engagements


"$ALJJ deal spread pretty wide considering the likelihood it goes through and timing (end of May). 12c on $1.85 = 6.5% in [--] days"  
[X Link](https://x.com/valuedontlie/status/1647986675157540864)  2023-04-17T15:33Z 11.9K followers, [----] engagements


"$ALJJ deal approved $1.97/share"  
[X Link](https://x.com/valuedontlie/status/1657415180777578499)  2023-05-13T15:59Z 11.9K followers, [----] engagements


"@CJ0pp3l $CVEO $DXT.TO $BDI.TO $TH Are the main players"  
[X Link](https://x.com/valuedontlie/status/1683489044204847107)  2023-07-24T14:47Z 11.9K followers, [----] engagements


"Anyone looked at this one or have better thoughts / math"  
[X Link](https://x.com/valuedontlie/status/1683529006006648832)  2023-07-24T17:26Z 11.9K followers, [---] engagements


"@MylesMarino1 Whats on the docket"  
[X Link](https://x.com/valuedontlie/status/1685754211223343104)  2023-07-30T20:48Z 11.7K followers, [---] engagements


"@vanckzhu Rolling it into something new or just banking it for later"  
[X Link](https://x.com/valuedontlie/status/1688734413578813445)  2023-08-08T02:10Z 11.8K followers, [---] engagements


"2) Symmetry Surgical $SSRG (2014) - Microcap spin-off from healthcare contract manufacturer - 8-9% share of reusable surgical instrument market - Spun with clean B/S (net cash) - Minimal capex (0.2% sales) - Huge FCF (18% FCF yield) Acquired 1.5yrs post-spin"  
[X Link](https://x.com/valuedontlie/status/1694734066417881113)  2023-08-24T15:31Z 11.9K followers, [---] engagements


"3) Stephan Co $SPCO (2016) I bought this one after reading a single press release and glancing at the financials; here was my note about it back then. It took only [--] minutes to realize it was a good bet. They've struggled a bit in recent years but it looks interesting again"  
[X Link](https://x.com/valuedontlie/status/1694734067793580230)  2023-08-24T15:31Z 11.9K followers, [---] engagements


"Everyone's chasing after the biosimilar market and it's easy to see why. - Huge time and cost barriers to entry - $23bn market growing 20% per year for the next decade - 10-30% discount to original vs. simple Generics at 80-85% discount"  
[X Link](https://x.com/valuedontlie/status/1699423326144241802)  2023-09-06T14:04Z 11.9K followers, [----] engagements


"$CVEO A tad anticlimactic but we have a capital allocation "announcement" - $0.25/share quarterly div (5% yield) - Leverage target 1-1.25x (at 1.2x now) - Buyback authorization: 5% s/o - Tuck-in acquisitions Haven't seen M&A since '18-19 but they hinted on last call hmm"  
[X Link](https://x.com/valuedontlie/status/1699806731079958586)  2023-09-07T15:28Z 11.9K followers, [----] engagements


"@taobanker Maybe I don't do a great job of always tagging them with "Microcap" in my database"  
[X Link](https://x.com/valuedontlie/status/1700499500584869976)  2023-09-09T13:20Z 11.9K followers, [---] engagements


"$GTX $PHIN Updated numbers for both names. Both companies ramping up buybacks (PHIN with new authorization announcement). Leverage is good sales and earnings moving in right direction buybacks flat share prices (in tight ranges too) crazy low valuations. Hmm"  
[X Link](https://x.com/valuedontlie/status/1701583442213761416)  2023-09-12T13:08Z 11.8K followers, [----] engagements


"What are the best small cap conglomerates out there Baby $BRK ideas welcomed"  
[X Link](https://x.com/valuedontlie/status/1702325830121349447)  2023-09-14T14:18Z 11.9K followers, 15.5K engagements


"How have your last [--] investment ideas played out"  
[X Link](https://x.com/valuedontlie/status/1703055559501479942)  2023-09-16T14:37Z 11.9K followers, [----] engagements


"Would you intentionally invest in a low quality business What are the conditions that would lead you to do so"  
[X Link](https://x.com/valuedontlie/status/1704517521565733260)  2023-09-20T15:27Z 11.9K followers, [----] engagements


"@marketplunger1 $CVEO for lodging and facilities management $VTOL for helicopter transport"  
[X Link](https://x.com/valuedontlie/status/1706797356052808112)  2023-09-26T22:26Z 11.9K followers, [----] engagements


"New post covering a very recent post-bankruptcy equity with little coverage. Check out link in bio"  
[X Link](https://x.com/valuedontlie/status/1708175797100388593)  2023-09-30T17:43Z 11.9K followers, [----] engagements


"@evfcfaddict Why is $LEAT a great business again"  
[X Link](https://x.com/valuedontlie/status/1710633422840873160)  2023-10-07T12:29Z 11.8K followers, [----] engagements


"Are there any studies or empirical data on stock prices that trade in a very tight range for multi-year period (with good or improving fundamentals) Best current example I can think of is $GTX which has been in a very tight range of $6-8/share for the past 2+ years"  
[X Link](https://x.com/valuedontlie/status/1713906890634055940)  2023-10-16T13:17Z 11.8K followers, [----] engagements


"$HRBR is another example"  
[X Link](https://x.com/valuedontlie/status/1713932181616091161)  2023-10-16T14:57Z 11.8K followers, [----] engagements


"$HRBR Share price flat (very flat) for [---] years straight. Minimal volatility too. Tricky to value. Lots of moving pieces with an old contract rolling off new one coming on and not fully ramped. How profitable is this thing actually Losses in 2018-2019 then big COVID stimulus in 2020-2021 revenue jump in [----]. What are management plans Clearly no desire to reinvest in fleet (i.e. run-off mode). Token buybacks dumping rest into ETFs and mutual funds. Management team owns zero stock too Clearly cheap relative to assets (even with preferred dilution). looks like it'll cost some cash to get new"  
[X Link](https://x.com/valuedontlie/status/1717593723461128233)  2023-10-26T17:27Z 11.8K followers, [----] engagements


"$CROX Lowered Q4 guide: Sales down 1-4% YoY EPS down 17% YoY FY23 EPS guide $11.70 so stock trading at 7x P/E. Comments suggest could see some weakness in 1H24 both on Crocs and HEYDUDE brands. market "waiting to see" what happens next year"  
[X Link](https://x.com/valuedontlie/status/1720503870290354314)  2023-11-03T18:11Z 11.9K followers, [----] engagements


"$UNTC Jumping in for a quick look at this name with the pending dividend announcement(s). Mainly for my own benefit to see whether I should be buying some shares. Will do a longer form post on it later this week. Will be interesting to see how it trades"  
[X Link](https://x.com/valuedontlie/status/1734210548055568655)  2023-12-11T13:56Z 11.8K followers, [----] engagements


"$BURBY Operating margins are less than half of $LVMH Is the store makeup a big driver of that Only half of the Burberry store footprint is full price stores. I don't think LVMH has any outlet or franchise locations"  
[X Link](https://x.com/valuedontlie/status/1750914744633172007)  2024-01-26T16:13Z 11.8K followers, [----] engagements


"@StockJabber @AlderLaneEggs Edwin I really respect your work but I think there are counterarguments to many of these points and nowhere on the list is any discussion of fundamentals on operating businesses"  
[X Link](https://x.com/valuedontlie/status/1753218166556098935)  2024-02-02T00:45Z 11.9K followers, [----] engagements


"3) Insurance performance Forces at play that led to +130% YoY earnings growth: [--]. Underwriting income went from breakeven past 4yrs to $5bn+ in [----] - prices hardening / fewer cat events [--]. Investment income +47% thanks to higher rates Extrapolate [----] results with caution"  
[X Link](https://x.com/valuedontlie/status/1762855802576994446)  2024-02-28T15:02Z 11.8K followers, [---] engagements


"$SDZ - Sales +10% YoY in 4Q23 - FY23 EBITDA margin 18.1% - FY24 guide: MSD sales growth / 20% EBITDA margin - FY28 guide: MSD growth / 24-26% EBITDA margin - Valuation: 10x EBITDA / 13x P/E - Targeting 2x FCF growth by 2028"  
[X Link](https://x.com/valuedontlie/status/1768274434371015022)  2024-03-14T13:54Z 11.9K followers, [----] engagements


"$AAN $UPBD Rent-to-own Q4 results -- revenue and earnings falling [----] outlook more of the same"  
[X Link](https://x.com/valuedontlie/status/1771942018001879168)  2024-03-24T16:47Z 11.7K followers, [----] engagements


"Quick Value - GE Vernova $GEV Upcoming spin-off of GE's power/renewables business on April 2nd. Took a look at what shares might be worth ahead of the spin"  
[X Link](https://x.com/valuedontlie/status/1772262418434965947)  2024-03-25T14:01Z 11.9K followers, [----] engagements


"$GEV getting lots of credit for the multi-year turnaround plan right out of the gate"  
[X Link](https://x.com/valuedontlie/status/1773348528930099607)  2024-03-28T13:56Z 11.9K followers, [----] engagements


"@CCM_Ryan Interesting. $HRBR has not been clear about their capital allocation intentions and the company is more or less controlled. any thoughts"  
[X Link](https://x.com/valuedontlie/status/1783176407373230308)  2024-04-24T16:49Z 11.9K followers, [----] engagements


"7/ Top earning segments in 2023: $123m loan book interest $61m communications $47m brand dividends $40m capital markets $36m "all other" $30m advisory $21m liquidation wealth mgmt/targus breakeven"  
[X Link](https://x.com/valuedontlie/status/1788182860324872467)  2024-05-08T12:23Z 11.8K followers, [---] engagements


"8/ Balance sheet $232m cash $1.09bn investments $532m loans receivable = $1.856bn cash & investments less $2.356 debt = $500m "net debt" $994m equities within that of which $263m is publicly traded stuff and $731m private All sorts of stuff in here -- $BW $SNCR $ALTG $DDI"  
[X Link](https://x.com/valuedontlie/status/1788182980923392462)  2024-05-08T12:23Z 11.8K followers, [----] engagements


"@Russ_Ashcraft These partial conversions are pretty rare. I doubt itll ever trade up there unless they fully convert but they dont need the capital Higher rates are really helping so maybe the earnings growth gets them there"  
[X Link](https://x.com/valuedontlie/status/1788569311700799591)  2024-05-09T13:58Z 11.8K followers, [--] engagements


"Quick Value - Burberry Group $BURBY Luxury retailer down 54% over the past year. what's going on 🧵"  
[X Link](https://x.com/valuedontlie/status/1791151653648835009)  2024-05-16T17:00Z 11.9K followers, 25.5K engagements


"Thisll get zero engagement but heres a link to the $BURBY write up https://www.valuedontlie.com/p/quick-value-216-burberry-group-plc Quick Value - Burberry Group $BURBY Luxury retailer down 54% over the past year. what's going on 🧵 https://t.co/HEfYn6soAd https://www.valuedontlie.com/p/quick-value-216-burberry-group-plc Quick Value - Burberry Group $BURBY Luxury retailer down 54% over the past year. what's going on 🧵 https://t.co/HEfYn6soAd"  
[X Link](https://x.com/valuedontlie/status/1792202314096513259)  2024-05-19T14:35Z 11.8K followers, [----] engagements


"Just glancing at $LEAT to see what the hype is all about. looks like a pretty unspectacular niche consumer products business honestly. Anyone follow it closely know what they did 2017-2019 to kickstart growth Prior to that it was no growth and spotty earnings"  
[X Link](https://x.com/valuedontlie/status/1792545057570251180)  2024-05-20T13:17Z 11.8K followers, [----] engagements


"@kingdomcapadv @jay_21_ Probably for a year and a half now"  
[X Link](https://x.com/valuedontlie/status/1792642965808001280)  2024-05-20T19:46Z 11.8K followers, [---] engagements


"Quick Value -- The Aaron's Company $AAN Lease-to-own (LTO) retailer hitting new lows 🧵"  
[X Link](https://x.com/valuedontlie/status/1795806563963211965)  2024-05-29T13:17Z 11.7K followers, [----] engagements


"$AAN To be acquired at $10/share. just wrote this one up a few weeks ago. maybe the RTO/value consumer is turning the corner Quick Value -- The Aaron's Company $AAN Lease-to-own (LTO) retailer hitting new lows 🧵 https://t.co/VPjxLXR3yj Quick Value -- The Aaron's Company $AAN Lease-to-own (LTO) retailer hitting new lows 🧵 https://t.co/VPjxLXR3yj"  
[X Link](https://x.com/valuedontlie/status/1802703561681211681)  2024-06-17T14:03Z 11.7K followers, [----] engagements


"$FUN $SIX Merger looks sort of interesting. tons of operating leverage but they convert a huge % of EBITDA into FCF. merger is a nice deleveraging event. C-Corp conversion for FUN. capital returns coming. Hmm"  
[X Link](https://x.com/valuedontlie/status/1810851550601904232)  2024-07-10T01:40Z 11.8K followers, [----] engagements


"$BURBY - CEO out - Dividend cut - Stock down 16% - Q1 retail sales down 21%"  
[X Link](https://x.com/valuedontlie/status/1812885259609940249)  2024-07-15T16:21Z 11.8K followers, [----] engagements


"Remember when $MHGU was a popular microcap Rolling up Wendy's franchisees Now [--] years of flat with minimal volatility Fundamentals crummy Anyone still following this"  
[X Link](https://x.com/valuedontlie/status/1815401271827796060)  2024-07-22T14:59Z 11.9K followers, [----] engagements


"Former spins with decent dividend yields per Barrons $KVUE $OGN $KTB $PHIN $SLVM Sorry $SOLV"  
[X Link](https://x.com/valuedontlie/status/1817555204117496041)  2024-07-28T13:38Z 11.7K followers, [----] engagements


"Quick Value -- Jacobs Solutions $J Splitting into [--] companies: 1) Professional services to E&C (planning design architecture etc.) 2) Spin/merge of Government services business (comp to $LDOS $BAH $CACI etc.) 🧵"  
[X Link](https://x.com/valuedontlie/status/1819359260934873474)  2024-08-02T13:07Z 11.9K followers, [----] engagements


"RemainCo 1) Big margin uplift shedding Gov't services (13-14%) 2) Solid outlook from regulatory / IRA bill / etc. 3) #1-2 position in most markets served 4) Retaining 7-8% interest in SpinCo 5) $7-8bn sales / $1bn EBITDA 6) Virtually zero net debt"  
[X Link](https://x.com/valuedontlie/status/1819359267079504053)  2024-08-02T13:07Z 11.9K followers, [---] engagements


"More valuation notes. Gov't services trading at 12-16x EBITDA and E&C at 10-20x. pre-spin $J at 13-14x right now $J shareholders get 55% of SpinCo (levered 4x) and 100% of unlevered RemainCo. both likely growing businesses Here are some hypothetical scenarios"  
[X Link](https://x.com/valuedontlie/status/1819359268744618044)  2024-08-02T13:07Z 11.9K followers, [---] engagements


"Lions Gate $LGF $LION looks pretty interesting. 1) Standalone studio biz at 13x OIBDA 2) Stub STARZ trading really cheap (4x OIBDA) 3) SPAC deal starts process of separating studio biz from STARZ 🧵"  
[X Link](https://x.com/valuedontlie/status/1839666348701446353)  2024-09-27T14:00Z 11.9K followers, [----] engagements


"There are [--] stocks and [--] businesses here: Stock 1) $LGF - owns 87.3% of $LION and 100% of STARZ 2) $LION - standalone studio biz Business 1) Studio - independent film/TV studio 20k+ title content library 2) STARZ - cable network transitioned(ing) to DTC streaming"  
[X Link](https://x.com/valuedontlie/status/1839666350161092903)  2024-09-27T14:00Z 11.8K followers, [---] engagements


"$NGVT CEO stepping down. back to lows"  
[X Link](https://x.com/valuedontlie/status/1841848326867595484)  2024-10-03T14:30Z 11.9K followers, [----] engagements

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