[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Aggie_CIO](/creator/twitter/Aggie_CIO) "@jonrice80 I wonder if we will ever find out if Par was actually in the bidding for Olo and just couldnt make the valuation work"  [@Aggie_CIO](/creator/x/Aggie_CIO) on [X](/post/tweet/1940828780123377985) 2025-07-03 17:43:34 UTC XXX followers, XXX engagements "@AggieCapitalist Should be a nice comp for $FIVN"  [@Aggie_CIO](/creator/x/Aggie_CIO) on [X](/post/tweet/1940233579235353077) 2025-07-02 02:18:27 UTC XXX followers, XXX engagements "$GPRE just filed a mixed shelf of $300M On July XX 2025 the Junior Notes with BlackRock come due at the end of the month (warrants decrease from $XX to $7). Similarly thats when Ancoras revolver expires. Ancora is running the ship and is already significantly down on its investment. I dont see why they would further dilute their equity position. Especially if they are trying to push for a sale of the company. (Which we know they have) $GPRE has also cut most of its capital expenditures for the year and stated it expects to be EBITDA positive for the remainder of the year (locked in by"  [@Aggie_CIO](/creator/x/Aggie_CIO) on [X](/post/tweet/1945813066739757549) 2025-07-17 11:49:21 UTC XXX followers, XXX engagements "$PAR should grow revenues subscription revenues XX% trades no where near 13x NTM sales (7-8x sub rev) 13x just subscription sales alone would imply 3.9Bn in EV for SaaS segment alone Not saying Par should trade at 13x NTM sales but it does show you how large of a gap there is between the haves and have nots in tech"  [@Aggie_CIO](/creator/x/Aggie_CIO) on [X](/post/tweet/1935186849661657588) 2025-06-18 04:04:33 UTC XXX followers, XXX engagements "$GPRE so from 83M loss to adding 130M in EBITDA (80-100 cash flow) a year over night"  [@Aggie_CIO](/creator/x/Aggie_CIO) on [X](/post/tweet/1946171581631168728) 2025-07-18 11:33:57 UTC XXX followers, XXX engagements "Just saw a $MTCH writeup hit VIC it was written X days after I posted our writeup Great writeup addresses the issues. Like to point out that the comments are focused on the company being taken private and that the bull case presented in the VIC writeup could be very conservative"  [@Aggie_CIO](/creator/x/Aggie_CIO) on [X](/post/tweet/1943379895822032984) 2025-07-10 18:40:48 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Aggie_CIO
"@jonrice80 I wonder if we will ever find out if Par was actually in the bidding for Olo and just couldnt make the valuation work"
@Aggie_CIO on X 2025-07-03 17:43:34 UTC XXX followers, XXX engagements
"@AggieCapitalist Should be a nice comp for $FIVN" @Aggie_CIO on X 2025-07-02 02:18:27 UTC XXX followers, XXX engagements
"$GPRE just filed a mixed shelf of $300M On July XX 2025 the Junior Notes with BlackRock come due at the end of the month (warrants decrease from $XX to $7). Similarly thats when Ancoras revolver expires. Ancora is running the ship and is already significantly down on its investment. I dont see why they would further dilute their equity position. Especially if they are trying to push for a sale of the company. (Which we know they have) $GPRE has also cut most of its capital expenditures for the year and stated it expects to be EBITDA positive for the remainder of the year (locked in by" @Aggie_CIO on X 2025-07-17 11:49:21 UTC XXX followers, XXX engagements
"$PAR should grow revenues subscription revenues XX% trades no where near 13x NTM sales (7-8x sub rev) 13x just subscription sales alone would imply 3.9Bn in EV for SaaS segment alone Not saying Par should trade at 13x NTM sales but it does show you how large of a gap there is between the haves and have nots in tech" @Aggie_CIO on X 2025-06-18 04:04:33 UTC XXX followers, XXX engagements
"$GPRE so from 83M loss to adding 130M in EBITDA (80-100 cash flow) a year over night" @Aggie_CIO on X 2025-07-18 11:33:57 UTC XXX followers, XXX engagements
"Just saw a $MTCH writeup hit VIC it was written X days after I posted our writeup Great writeup addresses the issues. Like to point out that the comments are focused on the company being taken private and that the bull case presented in the VIC writeup could be very conservative" @Aggie_CIO on X 2025-07-10 18:40:48 UTC XXX followers, XXX engagements