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

Colin King posts on X about cash flow, debt, business, market 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)  29.66% [stocks](/list/stocks)  27.59% [cryptocurrencies](/list/cryptocurrencies)  8.97% [countries](/list/countries)  2.07% [currencies](/list/currencies)  0.69% [luxury brands](/list/luxury-brands)  0.69% [technology brands](/list/technology-brands)  0.69%

**Social topic influence**
[cash flow](/topic/cash-flow) #435, [debt](/topic/debt) 6.21%, [business](/topic/business) 4.83%, [market](/topic/market) #2559, [ceo](/topic/ceo) 2.76%, [stocks](/topic/stocks) #4955, [$ral](/topic/$ral) 2.76%, [hmm](/topic/hmm) 2.76%, [what are](/topic/what-are) 2.07%, [$aptv](/topic/$aptv) #2

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@jpsinvestments](/creator/undefined) [@rodalzmann](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@guyimpatient](/creator/undefined) [@domocapital](/creator/undefined) [@fatbowzi](/creator/undefined) [@johnhuber72](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@jszhang0912](/creator/undefined) [@andrewrangeley](/creator/undefined) [@koyfincharts](/creator/undefined) [@altafoxcapital](/creator/undefined) [@taobanker](/creator/undefined) [@retaox](/creator/undefined) [@capitalemployed](/creator/undefined) [@blueprintsmb22](/creator/undefined) [@dannyocean555](/creator/undefined) [@acapitallp](/creator/undefined) [@qualitybargain](/creator/undefined)

**Top assets mentioned**
[Ralliant Corporation (RAL)](/topic/$ral) [Aptiv PLC (APTV)](/topic/$aptv) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Fastenal Company (FAST)](/topic/$fast) [Ziff Davis, Inc. Common Stock (ZD)](/topic/$zd) [Civeo Corporation (CVEO)](/topic/$cveo) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [The Magnum Ice Cream Company N.V. (MICC)](/topic/$micc) [Dole, plc (DOLE)](/topic/$dole) [KBR, Inc. (KBR)](/topic/$kbr) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Dana Incorporated (DAN)](/topic/$dan) [Fortive Corp (FTV)](/topic/$ftv) [Amplify Energy Corp. (AMPY)](/topic/$ampy) [Target Corporation (TGT)](/topic/$tgt) [WW Grainger Inc (GWW)](/topic/$gww) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [Leggett & Platt, Inc. (LEG)](/topic/$leg) [Somnigroup International Inc. (SGI)](/topic/$sgi) [Weyerhaeuser Co (WY)](/topic/$wy) [Versant Media Group, Inc. Class A Common Stock (VSNT)](/topic/$vsnt) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Open Text Corp (OTEX)](/topic/$otex) [Lear Corporation (LEA)](/topic/$lea) [Beldex (BDX)](/topic/$bdx) [Wat (WAT)](/topic/$wat) [Teleflex, Inc. (TFX)](/topic/$tfx) [Mattel, Inc. (MAT)](/topic/$mat)
### Top Social Posts
Top posts by engagements in the last [--] hours

"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


"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/valuedontlie/status/2022316233694085613)  2026-02-13T14:25Z 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


"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


"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


"$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


"$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 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


"$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


"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


"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


"@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


"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


"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


"$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


"$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


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


"$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


"$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


"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


"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


"Stock hammered lately"  
[X Link](https://x.com/valuedontlie/status/2018717837200634341)  2026-02-03T16:06Z 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/valuedontlie/status/2018791306752037311)  2026-02-03T20:58Z 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


"5) $KBR upcoming spin + trading at a big discount to government contractor peers. solid earnings growth & FCF https://x.com/valuedontlie/status/2015071717325152645s=20 $KBR quick value upcoming spin (2H26) of MTS segment (government contractor) 1) MTS segment (SpinCo) = government contractor; focus on space/logistics (vs. peers heavier into IT data cyber intelligence) 2) STS segment (RemainCo) = consulting services + IP licensing for https://t.co/kOTZUpyngb https://x.com/valuedontlie/status/2015071717325152645s=20 $KBR quick value upcoming spin (2H26) of MTS segment (government contractor) 1)"  
[X Link](https://x.com/valuedontlie/status/2019484660481355891)  2026-02-05T18:53Z 11.9K followers, [---] engagements


"1) cash flow support is known in acquisition loan vs unknown in startup/existing/project loan 2) purchase multiples (were) lower = more DSCR support 3) 10yr am on SBA 7a vs 4-7 C&I I think about this chart a lot. Why do SBA acquisition loans perfom better My answer: 3rd party diligence (buyer QofE deal team). None of that exists when a loan is made to an existing business or a start-up. Buyer diligence is the key. The deal team results in better https://t.co/vTEaWT7kKV I think about this chart a lot. Why do SBA acquisition loans perfom better My answer: 3rd party diligence (buyer QofE deal"  
[X Link](https://x.com/valuedontlie/status/2019912313155842101)  2026-02-06T23:13Z 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


"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


"This company sold a business unit in their fiscal 4Q25 and is virtually debt-free. what do we think"  
[X Link](https://x.com/valuedontlie/status/2020863002761953303)  2026-02-09T14:11Z 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/valuedontlie/status/2020942778050674852)  2026-02-09T19:28Z 11.9K followers, [----] engagements


"Vermont Flannel turns [--] years old in [----] Team did an amazing job telling the story and built a cool 90's throwback tee to celebrate. https://www.vermontflannel.com/blogs/blog/celebrating-35-years-of-flannel https://www.vermontflannel.com/blogs/blog/celebrating-35-years-of-flannel"  
[X Link](https://x.com/valuedontlie/status/2021273708539806207)  2026-02-10T17:23Z 11.9K followers, [---] engagements


"Today I'm pulling some flowers to water the weeds"  
[X Link](https://x.com/valuedontlie/status/2021281658155028613)  2026-02-10T17:54Z 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/valuedontlie/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/valuedontlie/status/2021730707895201814)  2026-02-11T23:38Z 11.9K followers, [----] engagements


"$ATNI Announces divestiture of US tower portfolio for $250-270m gross proceeds ($180-195m net) Net proceeds are 40-45% of current market ($425m) $10-13m hit to EBITDA on a full year basis I have shares trading at 5x EV/EBITDA with less than 1.8x leverage"  
[X Link](https://x.com/valuedontlie/status/2021968156261335055)  2026-02-12T15:22Z 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/valuedontlie/status/2022343431792840705)  2026-02-13T16:13Z 11.9K followers, [----] engagements


"If you couldn't tell writing up $FTV $RAL spin for tomorrow's newsletter (free) I'm fascinated by these businesses despite the stupid multiples they trade at. maybe something here though $FTV is cheapest and worst performing industrial conglomerate in the group Hmm. Converting EBITDA into FCF at an 83% clip is pretty impressive https://t.co/n0HbOD17b6 Converting EBITDA into FCF at an 83% clip is pretty impressive https://t.co/n0HbOD17b6"  
[X Link](https://x.com/valuedontlie/status/1936820260960637161)  2025-06-22T16:15Z 11.4K followers, [----] engagements


"Unallocated corporate costs as % of sales -- what's a reasonable amount Here's $HHS running at 5-7% with a [--] segment business (feels high)"  
[X Link](https://x.com/valuedontlie/status/1937114023301894559)  2025-06-23T11:42Z 11.6K followers, [----] engagements


"$PINC is another one at 10% of sales. granted they divested some businesses recently https://x.com/valuedontlie/status/1819745538507686293 $PINC needs an activist in there. botched ASR slow moving sale process for other non-core businesses and bloated corporate costs. Spending 10% sales and 25% of segment EBITDA on corporate costs cc @AltaFoxCapital https://t.co/DNxggfmM2y https://x.com/valuedontlie/status/1819745538507686293 $PINC needs an activist in there. botched ASR slow moving sale process for other non-core businesses and bloated corporate costs. Spending 10% sales and 25% of segment"  
[X Link](https://x.com/valuedontlie/status/1937114230584639782)  2025-06-23T11:43Z 11.5K followers, [----] engagements


"FTV set to spin-off Ralliant $RAL in a few days: 1) Ralliant (SpinCo) -- test & measurement + sensors & safety. "cash cow" focused on M&A + capital returns 2) Fortive (RemainCo) -- advanced healthcare solutions (AHS) & intelligent operating solutions (IOS). organic growth"  
[X Link](https://x.com/valuedontlie/status/1937503342332133394)  2025-06-24T13:29Z 11.4K followers, [---] engagements


"$RAL SpinCo $2.1bn sales / $430m FCF = flat from 2022-1Q25. includes $1.5bn acquisition in Jan [----]. Hmm. Mgmt targeting: 1) 3% organic growth + 1% M&A growth = 3-5% growth 2) S&S margins high-20s + T&M mid-teens to low-20s = low-to-mid-20s combined EBITDA margins 3) 2% capex = 95% FCF conversion ($1bn cumulative FCF through 2028) 4) $1bn net debt = 1.9x leverage Fundamentals at SpinCo look very meh"  
[X Link](https://x.com/valuedontlie/status/1937503347931570528)  2025-06-24T13:29Z 11.4K followers, [---] engagements


"$FTV RemainCo $4.1bn sales / $960m FCF = growing nicely. after years of M&A currently on a 3.5yr hiatus for major deals Mgmt targeting: 1) 3-4% organic growth (50% recurring) 2) 29% EBITDA margins (close to industry best-in-class) 3) HSD EPS growth 4) $1.2bn net debt = 1.7x leverage (targeting 2.5x gross debt) Fundamentals here look very solid and all/mostly organic. looks like an excellent business"  
[X Link](https://x.com/valuedontlie/status/1937503350053876196)  2025-06-24T13:29Z 11.4K followers, [---] engagements


"@taobanker Can you add net leverage to that Might also be a [--] year low"  
[X Link](https://x.com/valuedontlie/status/1938497614351372737)  2025-06-27T07:20Z 11.3K followers, [---] engagements


"@retaox Sandoz"  
[X Link](https://x.com/valuedontlie/status/1939438566750445818)  2025-06-29T21:39Z 11.4K followers, [----] engagements


"Starz $STRZ Recently spun off lions gate studio biz. Pure play DTC streaming with low exposure to linear cable (30% of revs). Was captive source of cash inside lions gate (ie overspend on content) and that will unwind next 1-2 years leading to tons of cash flow $16/sh x 16.8m s/o = $270m market cap + $615m net debt = $885m EV. Guiding to 15% margins or $200m OIBDA in [----] (4.4x EV/EBITDA). Management thinks they can hit 20% margins in a few years with simple levers. At 5.5x $200m = $23/sh vs $16. I think thats low. Deserves to trade at premium to AMCX at worst (less exposure to linear and"  
[X Link](https://x.com/valuedontlie/status/1939937230010663381)  2025-07-01T06:40Z 11.6K followers, [----] engagements


"$CNC about to fit this bill. flat share price since mid-2017 (8yrs) https://x.com/valuedontlie/status/1940231837558952354 @JohnHuber72 I think Dreman outlined a similar strategy too. Specifically stocks that were not falling knives but flatlining. Good opportunity for reset of investor expectations after a few years of sideways performance. This is one of my favorite places to find new ideas. https://x.com/valuedontlie/status/1940231837558952354 @JohnHuber72 I think Dreman outlined a similar strategy too. Specifically stocks that were not falling knives but flatlining. Good opportunity for"  
[X Link](https://x.com/valuedontlie/status/1940338647108342021)  2025-07-02T09:15Z 11.4K followers, [----] engagements


"@kingdomcapadv @capitalemployed Finally going to do some work on this one do you have a single write-up as best place to start"  
[X Link](https://x.com/valuedontlie/status/1940600207491940595)  2025-07-03T02:35Z 11.4K followers, [---] engagements


"$RAL spin-off trading at $45 on 113m s/o = $5bn market cap. FCF guide looks like a potential landmine compared to carve-out f/s. $1bn cumulative through [----] = $285-333m per year vs. $400m () 15-17x FCF. not quite there yet. Backdrop looks similar to [----] $KEYS spin"  
[X Link](https://x.com/valuedontlie/status/1941478134542631340)  2025-07-05T12:43Z 11.4K followers, [----] engagements


"John Train described Buffett's approach to managing the portfolio as: Sitting with "half a dozen or so core holdings plus a dozen or so held for possible resale" What are your core holdings right now"  
[X Link](https://x.com/valuedontlie/status/1941478659317002403)  2025-07-05T12:45Z 11.4K followers, [----] engagements


"@blueprintsmb22 Hmm Evelyn just called me about a loan approval"  
[X Link](https://x.com/valuedontlie/status/1944070779001360729)  2025-07-12T16:26Z 11.4K followers, [---] engagements


"@SFarringtonBKC likewise on BW. i like the entire cap structure (and LEAPs) refuse is strong word for UNFI. actively dislike as opposed to "not interested""  
[X Link](https://x.com/valuedontlie/status/1944140493748654571)  2025-07-12T21:03Z 11.4K followers, [---] engagements


"2006-2014 EPS basically flat then exploded through [----]. I find these coiled spring situations really fascinating. If you can find a good but nowhere business with some sort of regime change or strategy change. FD: I have no idea what changed at BRO from 06-14 to 14-24 [--]. Brown & Brown $BRO Brown & Brown is a serial acquirer of small independent insurance agencies and brokerages in the U.S. Their support/scale advantages help smaller agencies expand their business once under their umbrella. Total Return: +41900% https://t.co/dyDiu21DZI [--]. Brown & Brown $BRO Brown & Brown is a serial acquirer"  
[X Link](https://x.com/valuedontlie/status/1945189440244043944)  2025-07-15T18:31Z 11.4K followers, [----] engagements


"$BW - Quick Value E&C turnaround making progress on the balance sheet. After a dozen or so asset sales + divestitures since [----] it looks like they might finally be on sound footing. https://x.com/valuedontlie/status/1930646328574402782 Maybe I need to revisit $BW as a call option and the baby bonds as a legit investment here. 1) anticipate positive [----] cash flow 2) swapped $132m [----] debt to [----] at discount 3) asset sale for $20m 4) another asset sale for $177m 5) backlog / bookings +47% / +11% https://t.co/TQJqabCc6z https://x.com/valuedontlie/status/1930646328574402782 Maybe I need to"  
[X Link](https://x.com/valuedontlie/status/1947355921278992546)  2025-07-21T18:00Z 11.5K followers, [----] engagements


"1) Background + history E&C firm with [--] segments: renewable environmental thermal. Thermal is profitable workhorse. Revenue from mix of parts service and construction. See screenshot of corporate history / how they got into their current mess"  
[X Link](https://x.com/valuedontlie/status/1947355923132944772)  2025-07-21T18:00Z 11.4K followers, [--] engagements


"2) Starting with the bad news. Not going to sugarcoat the situation quite a bit of hair on it: - high leverage - maturity wall in [----] - no cash flow since [----] - earnings are heavily adjusted - "other" liabilities (prefs pension etc.)"  
[X Link](https://x.com/valuedontlie/status/1947355925485895722)  2025-07-21T18:00Z 11.5K followers, [---] engagements


"3) the good news. $BW is raising cash buying time and paying down debt 1) $120m divestitures in [----] + $200m in 1H25 2) swapped $130m debt for $100m w/ longer maturity 3) back to positive CF in '25 4) tendering for $70m debt at discount 5) backlog and bookings growing"  
[X Link](https://x.com/valuedontlie/status/1947355927486538145)  2025-07-21T18:00Z 11.5K followers, [---] engagements


"4) hydrogen call option BW developing hydrogen production (BrightLoop) technology on verge of commercialization Currently spending $9-10m per year Could see 10-50 tons/day by [----] = $40-100m per "plant" at 25% gross margin"  
[X Link](https://x.com/valuedontlie/status/1947355930158342376)  2025-07-21T18:00Z 11.4K followers, [---] engagements


"$AMPY announcing strategic update and CEO change Exploring sale of East Texas + Oklahoma assets which would make this nearly 100% oil-based CEO change unsurprising given prior management pushed for unsuccessful merger"  
[X Link](https://x.com/valuedontlie/status/1947699647792677084)  2025-07-22T16:45Z 11.6K followers, [----] engagements


"@DannyOcean555 @ACapitalLP Is PRKS asymmetric How so"  
[X Link](https://x.com/valuedontlie/status/1947804149103419811)  2025-07-22T23:41Z 11.4K followers, [---] engagements


"@GuyImpatient"  
[X Link](https://x.com/valuedontlie/status/1948176428685578682)  2025-07-24T00:20Z 11.4K followers, [---] engagements


"Markets might be crazy overpriced but at least you can buy Pfizer at [----] levels"  
[X Link](https://x.com/valuedontlie/status/1948797914433692048)  2025-07-25T17:30Z 11.4K followers, [----] engagements


"$STRZ bear thesis. they weren't included in $CHTR slide on "expensive" OTT package"  
[X Link](https://x.com/valuedontlie/status/1949177746191757342)  2025-07-26T18:39Z 11.6K followers, [----] engagements


"@qualitybargain Interesting. what's the TL trading at right now"  
[X Link](https://x.com/valuedontlie/status/1949980570064126016)  2025-07-28T23:49Z 11.4K followers, [---] engagements


"$UNFI Bumpy ride over the past 10yrs but entering an interesting point here. middle-innings turnaround + deleveraging story. A quick look"  
[X Link](https://x.com/valuedontlie/status/1950539291236380849)  2025-07-30T12:49Z 11.5K followers, [----] engagements


"Turnaround. New management laid out 3-year plan in Oct 2024: 1) Flat revenue (i.e. no growth from FY25-27) 2) EBITDA growth HSD (from $550m base) 3) FCF margin of 0.5% or better (by FY27) 4) Net leverage 2.5x by FY27 Note: UNFI is July yearend so nearing FY25 completion"  
[X Link](https://x.com/valuedontlie/status/1950539297804664845)  2025-07-30T12:49Z 11.6K followers, [---] engagements


"Turnaround. How are things going so far 1) Revenue growing ($31.7bn FY25 guide vs. $31bn plan) 2) EBITDA ahead of plan $575-615m for FY25 3) FCF ramping faster than expected (Oct24 guide = $100m now expect $200m) 4) Net leverage at 2.5x target by FY26 (full year early)"  
[X Link](https://x.com/valuedontlie/status/1950539300409426015)  2025-07-30T12:49Z 11.6K followers, [---] engagements


"If pacing ahead of 3-yr plan why are shares cheap 1) Debt - still sitting at 3.5x leverage and guiding 2.5x next year. need combo EBITDA growth & higher FCF 2) Cyber incident - $350-400m lost sales + $40-50m lost EBITDA. mgmt says "contained" but need to see"  
[X Link](https://x.com/valuedontlie/status/1950539302586232936)  2025-07-30T12:49Z 11.4K followers, [---] engagements


"So what are shares worth FY27 consensus = $650m EBITDA 61m s/o x $28 = $1.7bn cap + $1.6bn net debt (FY26 est.) = $3.3bn EV At 6-7x = $38-49 per share (16-30% IRR from todays $28/share) Maybe conservative too Estimates haven't "gotten ahead of themselves" just yet Hmm"  
[X Link](https://x.com/valuedontlie/status/1950539305186652602)  2025-07-30T12:49Z 11.4K followers, [---] engagements


"Earnings call had [--] nice quarter guys and the stock is down 20% Didnt see that coming"  
[X Link](https://x.com/valuedontlie/status/1950672617259884979)  2025-07-30T21:39Z 11.4K followers, [----] engagements


"@jjtejkl Reading and using financial statements (thrilling)"  
[X Link](https://x.com/valuedontlie/status/1952444389269102971)  2025-08-04T18:59Z 11.5K followers, [--] engagements


"My southwest flight purchase comes with [--] months of $SIRI Hmm"  
[X Link](https://x.com/valuedontlie/status/1953622888462135505)  2025-08-08T01:02Z 11.6K followers, [----] engagements


"Barrons arguing $PARA is interesting / could work because Ellisons are rich Outside money either dilutive or has a cost how much additional capital does this thing need"  
[X Link](https://x.com/valuedontlie/status/1954527982300672447)  2025-08-10T12:59Z 11.5K followers, [----] engagements


"Looking for some good additions to study/working music chill/lofi/downtempo Currently listening to: Attom Blackmill Barnacle Boi Blue Wednesday Wys Give me your deepest cuts"  
[X Link](https://x.com/valuedontlie/status/1955019260771831975)  2025-08-11T21:31Z 11.5K followers, [----] engagements


"Family is traveling which means I get some bonus free time to look at stocks this evening Thinking of doing a livestream review of my watchlist / stock tracker and crank out some updates real time"  
[X Link](https://x.com/valuedontlie/status/1955362742757687495)  2025-08-12T20:16Z 11.5K followers, [----] engagements


"Solid addition Also pandora still has best new music discovery IMO"  
[X Link](https://x.com/valuedontlie/status/1955808078466576813)  2025-08-14T01:45Z 11.5K followers, [----] engagements


"@_99Paul99 By generating substantial cash flow. they spend $600-700m per year on content spend and $378m of those CL are content payables This isn't an asset heavy business model so I wouldn't expect to see CA CL"  
[X Link](https://x.com/valuedontlie/status/1956320336938508342)  2025-08-15T11:41Z 11.6K followers, [--] engagements


"Will add some more thoughts later"  
[X Link](https://x.com/valuedontlie/status/1956529177332506649)  2025-08-16T01:31Z 11.6K followers, [----] engagements


"a) they already have a sizable customer base b) mid-tier offering not trying to be the core subscription (nflx prime ytv etc) c) I believe bundling will come back via aggregators (prime ytv etc) where you can get various packages of channels d) I believe theyre better positioned than some legacy cable channels where you cant see underlying sub trends (think CMCSA/WBD spins)"  
[X Link](https://x.com/valuedontlie/status/1956540169550451130)  2025-08-16T02:15Z 11.5K followers, [---] engagements


"@JPSInvestments How well do you understand the actual product itself Feels outside my wheelhouse"  
[X Link](https://x.com/valuedontlie/status/1957490874843054472)  2025-08-18T17:12Z 11.5K followers, [---] engagements


"Costco shrimp x st elmo cocktail sauce"  
[X Link](https://x.com/valuedontlie/status/1957562647294980411)  2025-08-18T21:57Z 11.5K followers, [----] engagements


"@JPSInvestments Thanks Agreed"  
[X Link](https://x.com/valuedontlie/status/1957573693447565753)  2025-08-18T22:41Z 11.6K followers, [--] engagements


"@CayucosCapital @LukeWolgram Sellers discretionary earnings. Basically cash flow + owner comp"  
[X Link](https://x.com/valuedontlie/status/1957614004848980456)  2025-08-19T01:22Z 11.5K followers, [--] engagements


"A trickle of insider buying at $CE"  
[X Link](https://x.com/valuedontlie/status/1957881985072001441)  2025-08-19T19:06Z 11.7K followers, [----] engagements


"Thanks for your help folks. whittled the tracker down to [--] names and then added [--] from suggestions. Doing another livestream at 8:30pm ET. why not. Doing another livestream at 8:30pm ET. why not"  
[X Link](https://x.com/valuedontlie/status/1958701834782351536)  2025-08-22T01:24Z 11.5K followers, [----] engagements


"If all alcohol (esp. beer) is secularly challenged. why haven't earnings multiples compressed more And why such a relative undervaluation to now underlevered $TAP"  
[X Link](https://x.com/valuedontlie/status/1958877064301314068)  2025-08-22T13:01Z 11.6K followers, [----] engagements


"Surprised PE isn't after this one. could leverage existing cash flow to buy the company and 1-2 dividend recaps later you have a stellar IRR/MOIC with minimal equity invested. Not like it's in secular decline or anything either. Market cap is $280m"  
[X Link](https://x.com/valuedontlie/status/1959054805441053130)  2025-08-23T00:47Z 11.5K followers, [----] engagements


"@dstressedcos Is that across all categories of alcohol or specific to the lower end "cheap" beers"  
[X Link](https://x.com/valuedontlie/status/1959081461643898951)  2025-08-23T02:33Z 11.5K followers, [--] engagements


"Both series of $BW baby bonds quickly approaching par. still hanging onto some equity (basically a call option) but prob time to move on from baby bonds Interesting how slowly the market digested the deleveraging moves here. $BW with a newly approved debt buyback plan $BW with a newly approved debt buyback plan"  
[X Link](https://x.com/valuedontlie/status/1960710334555005076)  2025-08-27T14:25Z 11.5K followers, [----] engagements


"How do you define "special situation""  
[X Link](https://x.com/valuedontlie/status/1961058183713333568)  2025-08-28T13:28Z 11.6K followers, [----] engagements


"Best way to game your company's dividend growth Take it out to [--] decimal places"  
[X Link](https://x.com/valuedontlie/status/1961082092172763562)  2025-08-28T15:03Z 11.6K followers, [----] engagements


"Re-segmenting reclassifying financial results and disc. ops are extremely irritating when you're trying to get a clear picture of a business over a [--] year stretch. Especially when results are reclassified back to an older reporting method"  
[X Link](https://x.com/valuedontlie/status/1962593093464580239)  2025-09-01T19:07Z 11.6K followers, [----] engagements


"Link to full write up https://www.valuedontlie.com/p/quick-value-282-live-pitney-bowes https://www.valuedontlie.com/p/quick-value-282-live-pitney-bowes"  
[X Link](https://x.com/valuedontlie/status/1963255933556953291)  2025-09-03T15:01Z 11.6K followers, [----] engagements


"@bullsbayretail @DOMOCAPITAL I mean sales are literally declining for over a decade segment earnings stable more recently (Dont get me wrong Im a fan of the story; but wouldnt call this growing just yet)"  
[X Link](https://x.com/valuedontlie/status/1963335205156212954)  2025-09-03T20:16Z 11.6K followers, [---] engagements


"@DOMOCAPITAL I'm seeing $420m in [----] and $500m in [----] per 4Q24 earnings release"  
[X Link](https://x.com/valuedontlie/status/1965098463672357116)  2025-09-08T17:02Z 11.6K followers, [---] engagements


"@DOMOCAPITAL Yea understood on the EBITDA multiples and agreed. My cash flow numbers are real (came from cash flow statement excluding disc ops). the $330m guide for [----] excludes any Rx costs from what I remember"  
[X Link](https://x.com/valuedontlie/status/1965109184070025535)  2025-09-08T17:45Z 11.6K followers, [---] engagements


"@atelicinvest Not amazing but consistently 10% of sales Balance sheet was/is the main problem (as is the case in most 4-5x EBITDA situations it seems)"  
[X Link](https://x.com/valuedontlie/status/1965234062886625453)  2025-09-09T02:01Z 11.6K followers, [---] engagements


"Interesting SMB listing. this is the sort of thing that prob doesn't interest searcher crowd but it's a sold earnings base and straightforward business model in a decent industry"  
[X Link](https://x.com/valuedontlie/status/1966485698258858146)  2025-09-12T12:55Z 11.6K followers, [----] engagements


"@TiehackCapital Per share net income flat for [--] years despite $5m higher revenue"  
[X Link](https://x.com/valuedontlie/status/1968126846165455076)  2025-09-17T01:36Z 11.6K followers, [----] engagements


"@SleepwellCap @compoundpapi @vanckzhu I dont think its a record store at $4m sales. Im guessing its instrument based maybe with services. Like a Sweetwater"  
[X Link](https://x.com/valuedontlie/status/1968433180421067051)  2025-09-17T21:53Z 11.6K followers, [---] engagements


"@KairosPraxis I love the setup honestly. [--] very distinct phases of company history since [----] CEO change happened in [----] Sold a business for very low multiple after FY25 which is impacting FY26 guide"  
[X Link](https://x.com/valuedontlie/status/1968817851642372255)  2025-09-18T23:22Z 11.6K followers, [----] engagements


"Is $FLR officially a negative EV with $SMR at $46-47"  
[X Link](https://x.com/valuedontlie/status/1969163272268988487)  2025-09-19T22:14Z 11.6K followers, [----] engagements


"@bizalmanac Have been meaning to look at EEFT"  
[X Link](https://x.com/valuedontlie/status/1970883260483076324)  2025-09-24T16:09Z 11.6K followers, [---] engagements


"$TGT bull case in a nutshell @porterstansb call me crazy but i'd much rather be long than short a consumer defensive retailer with 2x EBITDA in debt spitting off billions in free cash at a ttm PE of 10x and paying a 5% yield. still a staple beloved in-store experience for women. also their trail mix section is awesome @porterstansb call me crazy but i'd much rather be long than short a consumer defensive retailer with 2x EBITDA in debt spitting off billions in free cash at a ttm PE of 10x and paying a 5% yield. still a staple beloved in-store experience for women. also their trail mix section"  
[X Link](https://x.com/valuedontlie/status/1971381228076151135)  2025-09-26T01:08Z 11.6K followers, [----] engagements


"@FishtownCap What happened to cause the price divergence"  
[X Link](https://x.com/valuedontlie/status/1971599526856441938)  2025-09-26T15:35Z 11.7K followers, [---] engagements


"Did something happen at $AMPY recently"  
[X Link](https://x.com/valuedontlie/status/1971646954821374333)  2025-09-26T18:44Z 11.7K followers, [----] engagements


"@JohnHuber72 @kingdomcapadv @AKWilk @natstewart5 To some extent I am taking the side of more regular publishing :) I do write on [--] ideas per year - granted 5-10 of those are typically actionable and I (try to) call that out as they come @AKWilk Why do all posts need to be actionable high conviction ideas Those can come as they do but youre still researching and evaluating companies regularly. I enjoy working through my watchlist and to do pile in a weekly format. Even if not always immediately actionable. @AKWilk Why do all posts need to be actionable high conviction ideas Those can come as"  
[X Link](https://x.com/valuedontlie/status/1973396040586871151)  2025-10-01T14:34Z 11.6K followers, [---] engagements


"$KVUE now 5% yield Anyone working on this given all the tylenol press How do you handicap those risks Some cheap bigger caps trading at 4-6% dividend yields: $MO $TGT $TAP $HRL $KEY $CVX $HPQ $SWK $KVUE $AMCR $CMCSA Some cheap bigger caps trading at 4-6% dividend yields: $MO $TGT $TAP $HRL $KEY $CVX $HPQ $SWK $KVUE $AMCR $CMCSA"  
[X Link](https://x.com/valuedontlie/status/1973440100668153949)  2025-10-01T17:29Z 11.6K followers, [----] engagements


"How many of your holdings track performance using GAAP results No stock comp add-backs no restructuring add-backs not even intangible amortization"  
[X Link](https://x.com/valuedontlie/status/1975564519272280065)  2025-10-07T14:11Z 11.7K followers, [----] engagements


"@rogercfr Im not sure yet. I still think an RMT with WBD makes sense. Its also likely one of these will act as consolidator for smaller channels/networks. Theyll likely want an app to go OTT and then bank on vMVPD continuing to grow"  
[X Link](https://x.com/valuedontlie/status/1976652231412994054)  2025-10-10T14:13Z 11.6K followers, [---] engagements


"File this one away The market cannot look past declining assets/businesses even if highly profitable or cash generative or insanely cheap Stocks follow earnings MRNA suffering through this now"  
[X Link](https://x.com/valuedontlie/status/1977349583983251726)  2025-10-12T12:24Z 11.7K followers, [----] engagements


"If you were wondering why the latest rounds of QE have failed to create rampant inflation it's because of this: http://t.co/rZGXdoGbn2"  
[X Link](https://x.com/valuedontlie/status/555814698319609857)  2015-01-15T19:52Z 10K followers, [--] engagements


"hennessy small-cap japan fund $HJPSX average holding trades at 10x earnings 0.95x BV and 6x CF @ChrisMayerAgora"  
[X Link](https://x.com/valuedontlie/status/587969781342539776)  2015-04-14T13:24Z 10.4K followers, [--] engagements


"$GLCH wins $17.8m in arbitration against RW Baird http://t.co/ZEVESKWXH1 http://bit.ly/1G3IT2J http://bit.ly/1G3IT2J"  
[X Link](https://x.com/valuedontlie/status/611192890249883648)  2015-06-17T15:25Z 10K followers, [--] engagements


"$FAST 2Q15 http://t.co/2PqviGL8QF hands down this company provides the best quarterly releases http://bit.ly/1TzTryZ http://bit.ly/1TzTryZ"  
[X Link](https://x.com/valuedontlie/status/620955573014540288)  2015-07-14T13:58Z 10K followers, [--] engagements


"well timed @barronsonline $GRMN cutting outlook http://t.co/TuY77BrVhM http://bit.ly/1fLOtAU http://bit.ly/1fLOtAU"  
[X Link](https://x.com/valuedontlie/status/621672035702439936)  2015-07-16T13:25Z 10K followers, [--] engagements


"in 2Q15 $NFLX paid $1.27bn for additional streaming content while $TWC $CMCSA $CHTR $DTV $DISH had a combined $10.8bn in programming expense"  
[X Link](https://x.com/valuedontlie/status/634414105768689664)  2015-08-20T17:18Z 10K followers, [--] engagements


"durable goods vs. $FAST $GWW daily sales growth http://t.co/uq9mdNHN6j"  
[X Link](https://x.com/valuedontlie/status/637300770573000706)  2015-08-28T16:28Z 11.6K followers, [--] engagements


"is traditional retail really the appropriate comp set for $EBAY http://t.co/4a67o6hFWJ"  
[X Link](https://x.com/valuedontlie/status/639159613309472769)  2015-09-02T19:35Z 10K followers, [--] engagements


"Any thoughts out there on $ST In a way reminds me of $ADI which I regard as a very good business"  
[X Link](https://x.com/valuedontlie/status/652221902677778432)  2015-10-08T20:39Z 10K followers, [--] engagements


"$FAST 3Q15 best press release among public cos http://t.co/Eu9wuxFOPA http://bit.ly/1VQiJrR http://bit.ly/1VQiJrR"  
[X Link](https://x.com/valuedontlie/status/653930481680056320)  2015-10-13T13:49Z 10K followers, [--] engagements


"Quaterly comments from $GWW CEO http://t.co/aIwm5Qi8hW"  
[X Link](https://x.com/valuedontlie/status/655012113698717696)  2015-10-16T13:27Z 11.6K followers, [--] engagements


"prison facility operator $CXW seems cheap and to lesser extent peer $GEO - worries over rate rise prison occupancy fears"  
[X Link](https://x.com/valuedontlie/status/673905564552851456)  2015-12-07T16:43Z 10K followers, [--] engagements


"$XCO Q4 results - http://bit.ly/1SlKJ9a http://bit.ly/1SlKJ9a"  
[X Link](https://x.com/valuedontlie/status/705471870728929280)  2016-03-03T19:16Z 10K followers, [--] engagements


"What are the odds $AME combines with $FTV someday"  
[X Link](https://x.com/valuedontlie/status/740982127425163264)  2016-06-09T19:01Z 10K followers, [--] engagements


"$HON spinning off pos chemical company - AdvanSix Inc - http://bit.ly/2atKbxo http://bit.ly/2atKbxo"  
[X Link](https://x.com/valuedontlie/status/757933341240942592)  2016-07-26T13:39Z 10K followers, [--] engagements


"@webkowuite @rubicon59 HJPSX"  
[X Link](https://x.com/valuedontlie/status/774681269007372288)  2016-09-10T18:49Z 10.4K followers, [--] engagements


"@YoloCapMgt @17thStCap @BaseHitInvestor @TheSovaGroup @PlanMaestro EISMX -- guy has unbelievably low turnover and good numbers"  
[X Link](https://x.com/valuedontlie/status/795356897612337153)  2016-11-06T20:07Z 11.4K followers, [--] engagements


"@ERMICLLC @ValueDude $BDVB has had some wild swings since trading began. i thought Q1 results were better than expected. have been buying on swings"  
[X Link](https://x.com/valuedontlie/status/869911787885522945)  2017-05-31T13:41Z 11.4K followers, [--] engagements


"someone made quick $50 on $BDVB"  
[X Link](https://x.com/valuedontlie/status/875710638420570119)  2017-06-16T13:44Z 11.4K followers, [--] engagements


"this seems like a silly way to look at $RAD post-sale"  
[X Link](https://x.com/valuedontlie/status/880779895491768321)  2017-06-30T13:27Z 10K followers, [--] engagements


"$ARMK just raised my mfg co's biweekly prices by 26% from $95 to $120"  
[X Link](https://x.com/valuedontlie/status/901059304815550464)  2017-08-25T12:30Z 10K followers, [--] engagements


"$UWN sets comp targets for FY18. would put this at something like 5.2x EBITDA w 25% of market cap in cash on B/S. cc @ragnarisapirate"  
[X Link](https://x.com/valuedontlie/status/908016371942019072)  2017-09-13T17:15Z 10K followers, [--] engagements


"good overview of the $RSO situation -- https://seekingalpha.com/article/4115708-resource-capital-buy-good-news https://seekingalpha.com/article/4115708-resource-capital-buy-good-news"  
[X Link](https://x.com/valuedontlie/status/923206426608234497)  2017-10-25T15:15Z 10K followers, [--] engagements


"if you're not above making $100 -- might want to check out the $BDVB reverse split / go private deal"  
[X Link](https://x.com/valuedontlie/status/931637918724247553)  2017-11-17T21:39Z 11.4K followers, [--] engagements


"$AWLCF had both their recent "awards" pulled. ouchie"  
[X Link](https://x.com/valuedontlie/status/964139760083243009)  2018-02-15T14:10Z 10.6K followers, [--] engagements

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