# ![@valuefiend Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1935014978446311432.png) @valuefiend Valuefiend

Valuefiend posts on X about $vst, $ceg, $fll, $xifr the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1935014978446311432/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935014978446311432/c:line/m:interactions.svg)

- [--] Week [---] -25%
- [--] Month [---] +2,370%
- [--] Months [-----] +26,033%

### Mentions: [--] [#](/creator/twitter::1935014978446311432/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935014978446311432/c:line/m:posts_active.svg)


### Followers: [--] [#](/creator/twitter::1935014978446311432/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935014978446311432/c:line/m:followers.svg)

- [--] Week [--] +7%
- [--] Month [--] +18%
- [--] Months [--] +188%

### CreatorRank: undefined [#](/creator/twitter::1935014978446311432/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935014978446311432/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands) 

**Social topic influence**
[$vst](/topic/$vst), [$ceg](/topic/$ceg), [$fll](/topic/$fll), [$xifr](/topic/$xifr), [$bur](/topic/$bur), [$lrn](/topic/$lrn), [$four](/topic/$four) #47, [$bti](/topic/$bti), [$luxe](/topic/$luxe), [shutdown](/topic/shutdown)

**Top accounts mentioned or mentioned by**
[@valuedontlie](/creator/undefined) [@clarksquarecap](/creator/undefined) [@q4001234](/creator/undefined)

**Top assets mentioned**
[Vistra, Corp. (VST)](/topic/$vst) [Constellation Energy Corp (CEG)](/topic/$ceg) [Burford Capital Limited (BUR)](/topic/$bur) [Stride, Inc. (LRN)](/topic/$lrn) [4 (FOUR)](/topic/$four) [British American Tobacco (BTI)](/topic/$bti) [Clearway Energy, Inc. Class C Common Stock (CWEN)](/topic/$cwen) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Atlas Energy Solutions Inc. (AESI)](/topic/$aesi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BTI is catching a bid everyday at this point. Gut telling me to sell and rebuy when some inevitable selling pressure comes"  
[X Link](https://x.com/valuefiend/status/1953127959184785489)  2025-08-06T16:16Z [--] followers, [--] engagements


"@valuedontlie Have you ever/ recently looked at thryv holdings Havent done any work on it outside of listening the last couple of calls. Textbook good co/ bad co it seems. Former fintwit darling inflecting/ growing software business while the yellow pages business"  
[X Link](https://x.com/valuefiend/status/1958715178331382185)  2025-08-22T02:17Z [--] followers, [--] engagements


"Market is really eating the claims of $LUXE sell YOOX and shutdown Outnet. Got alerted to this by @ClarkSquareCap and looked [--] mins later to a 7% gain. Off Price luxury is truly getting the axe"  
[X Link](https://x.com/valuefiend/status/1963689686699741203)  2025-09-04T19:44Z [--] followers, [---] engagements


"For bring this one back into my view. Forced selling from yield focused retail and income/ high dividend funds has given the market quality renewable assets for a huge discount"  
[X Link](https://x.com/valuefiend/status/1966578638389711127)  2025-09-12T19:04Z [--] followers, [--] engagements


"You have a focused but still captive group from Next era running the show with a clear capital allocation plan approaching every dollar invested vs buybacks I think this is much closer to a $VST or $CEG now than $CWEN Then biggest couple of risks I see are"  
[X Link](https://x.com/valuefiend/status/1966578640470081678)  2025-09-12T19:04Z [--] followers, [--] engagements


"I think the rerate story is quite clear [--]. As much as the current admin has tried to hamstring Renewables development the US needs all the power it can get. These assets should be trading were they were post forced selling [--]. Cleaning up the capital structure"  
[X Link](https://x.com/valuefiend/status/1966578644836327647)  2025-09-12T19:04Z [--] followers, [--] engagements


"Through the buyout of CEPF financing makes the whole story more attractive. I could also see it being converted from a partnership to a corp. Making it inclusion in indexes or being a takeout target easier. This port. of assets seems quite complimentary to any ipp or tucked back"  
[X Link](https://x.com/valuefiend/status/1966578647025721788)  2025-09-12T19:04Z [--] followers, [--] engagements


"Into Nextera. With that $CEG $VST and $TLN trade for equity can be used as currency and this would be accretive per share [--]. Completely speculative but I think buybacks are closer than they might appear. CEPF [--] and [--] are taken off the books. CEPF [--] and some of CEPF [--] are"  
[X Link](https://x.com/valuefiend/status/1966578649487782137)  2025-09-12T19:04Z [--] followers, [--] engagements


"$aesi tough quarter with continued Permian weakness. Still think on the upswing they will have much more leverage than when they entered this weakness as their lead extends higher price operators shut operations down or go belly up"  
[X Link](https://x.com/valuefiend/status/1985476639342629147)  2025-11-03T22:38Z [--] followers, [---] engagements


"A couple days late to the print but I feel that the 25% move by $FLL is too punishing. They are coming in a bit soft in Chamonix and are seeing some negatives at other casinos but American place is blowing the doors off. Profitability is improving at Chamonix"  
[X Link](https://x.com/valuefiend/status/1955124883060392343)  2025-08-12T04:31Z [--] followers, [---] engagements


"@valuedontlie Just got past the high amort. debt and will have some cashflow optionality according to management"  
[X Link](https://x.com/valuefiend/status/1958715391498494042)  2025-08-22T02:18Z [--] followers, [--] engagements


"@valuedontlie Oops forgot the cashtag $THRY"  
[X Link](https://x.com/valuefiend/status/1958741181921132627)  2025-08-22T04:01Z [--] followers, [--] engagements


"Lil Thread: Just added $xifr in size across my portfolios. The sell off was entirely driven by switch from a an equity issuing unsustainable yieldco to a focused infrastructure vehicle closer to the IPPs that the market has loved. I want to thank @Q4001234"  
[X Link](https://x.com/valuefiend/status/1966578636108034515)  2025-09-12T19:04Z [--] followers, [---] engagements


"Complete capitulation on $FLL. Down in a straight up to the right day. Easily my biggest loser so far this year but I am so tempted to buy more. So cheap and like 50% down from Dan Lees block buys"  
[X Link](https://x.com/valuefiend/status/1977827551595905109)  2025-10-13T20:03Z [--] followers, [---] engagements


"$bur Woof was not expecting that the courts may send this to Argentina. Thought it was cheap even without YPF but if the markets are putting this much value into the case I think it get super interesting Millei has publicly said they would pay the $16B"  
[X Link](https://x.com/valuefiend/status/1983595988641313015)  2025-10-29T18:05Z [--] followers, [---] engagements


"$Bur is in an interesting spot. Has been a huge under-performer for me for the last [--] ish years even though business has performed well. Seems like the ypf timeline got extended (with additional terminal risk)"  
[X Link](https://x.com/valuefiend/status/1983595991006900284)  2025-10-29T18:05Z [--] followers, [---] engagements


"They should have cut that dividend before this quarter. Moser is going from a diversification play to reduce cyclicality to a potential growth driver with everyone gasping for every MW of gen they can get their hands on"  
[X Link](https://x.com/valuefiend/status/1985476641385075037)  2025-11-03T22:38Z [--] followers, [--] engagements


"Lead is still extending in sand even in a weak market power gen scaling accelerating and better balance sheet health is not a bad spot even on a ugly quarter"  
[X Link](https://x.com/valuefiend/status/1985476643335385456)  2025-11-03T22:38Z [--] followers, [--] engagements


"I dont know if a bid will come but I have to think that the valuation of Lumines bid for $sncr will have others taking a look. 4x forward earnings down 25% of highs of this year. Durable contracts with major telcos and a couple more likely to be signed near term"  
[X Link](https://x.com/valuefiend/status/1996982663777804448)  2025-12-05T16:39Z [--] followers, [---] engagements


"Does anyone have access to the note RBC released today on $xifr Would be interested in perusing it"  
[X Link](https://x.com/valuefiend/status/2008569009751683422)  2026-01-06T15:59Z [--] followers, [--] engagements


"I think $LRN is genuinely one of the most compelling quick pitches I have read/ listened to. There is a little hair with NM lawsuits but it objectively cheap and relatively cheap to history. Virtual schooling as much as I hate it continues to become more prevalent"  
[X Link](https://x.com/valuefiend/status/2014035293477720199)  2026-01-21T18:00Z [--] followers, [---] engagements


"This is a market leader consistent DD top and bottom line growth. The tech implementation woes are creating a great opportunity"  
[X Link](https://x.com/valuefiend/status/2014035295168000062)  2026-01-21T18:00Z [--] followers, [--] engagements


"https://open.spotify.com/episode/0p884pKI0US1NS5cZurS1asi=f6ckBq7ATquEf0KSTcT_IA&pi=7oyo458TRr6Zy&t=2 https://open.spotify.com/episode/0p884pKI0US1NS5cZurS1asi=f6ckBq7ATquEf0KSTcT_IA&pi=7oyo458TRr6Zy&t=2"  
[X Link](https://x.com/valuefiend/status/2014035296568926240)  2026-01-21T18:00Z [--] followers, [--] engagements


"Also DD FCF yield and buyback open for 1/6 of the system. This isnt private for profit college this is simply running a virtual schooling K-12. For outcomes it would be great if on par with your average school in the state but the student body is likely not close to the same"  
[X Link](https://x.com/valuefiend/status/2014039227634167951)  2026-01-21T18:15Z [--] followers, [--] engagements


"That was quick with $LRN 10% FCF yield is likely gone but still seems pretty cheap. Still seems like a good spot even if it is up 25% tomorrow. Haven't been able to dig into the number yet but want to see how much they were able to buyback"  
[X Link](https://x.com/valuefiend/status/2016267676356575539)  2026-01-27T21:50Z [--] followers, [---] engagements


"This PayPal sympathy trade for all of payments is nutty I understand $four is a bit of a battleground but it feels like this valuation is crazy if guidance is accurate"  
[X Link](https://x.com/valuefiend/status/2018728527647158326)  2026-02-03T16:49Z [--] followers, [---] engagements


"$four seems like it cant have more than 2-3 days before 3+% drop. Anyone who watches this thing everyday must need therapy"  
[X Link](https://x.com/valuefiend/status/2021988423926788477)  2026-02-12T16:43Z [--] followers, [---] engagements

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