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[@birdshire](/creator/twitter/birdshire)
"Need to have a closer look at $leg I think 🤔"  
[X Link](https://x.com/birdshire/status/1968353163418988766) [@birdshire](/creator/x/birdshire) 2025-09-17T16:35Z XXX followers, XXX engagements


"Im liking this simple little turnaround in a not-too-hard-to understand cash-generative business at a cyclical low. $leg is a durable components maker with deep vertical integration. Im watching cnet debt / trm adj. ebitda closely - must stay below the XXX covenant - it was tight in June; now its not. After the Aerospace sale for $XXX m after-tax pro-forma leverage drops to XXX which is a meaningful cushion. Other than that fly in the ointment the business is easy to understand: #1 integrated bedding components supplier at a cyclical low; restructuring mostly in the bag; balance sheet healing"  
[X Link](https://x.com/birdshire/status/1975900387610669525) [@birdshire](/creator/x/birdshire) 2025-10-08T12:25Z XXX followers, XXX engagements


"Where $baba $pypl and $ethm meet 😻"  
[X Link](https://x.com/birdshire/status/1979154686537052587) [@birdshire](/creator/x/birdshire) 2025-10-17T11:57Z XXX followers, XXX engagements