[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.]

[@acidinvestments](/creator/twitter/acidinvestments)
"Giving a shoutout to a friend's pitch @knightmarket_99 on $AT.L. Check it out"  
[X Link](https://x.com/acidinvestments/status/1973644837300871594) [@acidinvestments](/creator/x/acidinvestments) 2025-10-02T07:02Z 3208 followers, XXX engagements


"$ADYEN.AS lets go"  
[X Link](https://x.com/acidinvestments/status/1955999078128738581) [@acidinvestments](/creator/x/acidinvestments) 2025-08-14T14:24Z 3208 followers, XXX engagements


"Gumshoe and Irenic in $SSPG. likely a no-brainer take out. 3x EBITDA ex TFS. my gosh"  
[X Link](https://x.com/acidinvestments/status/1980226335428776360) [@acidinvestments](/creator/x/acidinvestments) 2025-10-20T10:55Z 3208 followers, 1040 engagements


"Oh no. $MOH. and $CNC sympathetic move down"  
[X Link](https://x.com/acidinvestments/status/1981166207467463014) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T01:10Z 3208 followers, 1809 engagements


"Travel spending is bankable. I would frequently be rushing to the train stations and just buy whatever i can from the stores nearby at p expensive pxes. quite inelastic cos hell no im not gna have an empty mouth/stomach on a 3-4h train ride"  
[X Link](https://x.com/acidinvestments/status/1981386732630397283) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:46Z 3208 followers, XXX engagements


"Guess this outperforms in 2026 $CNQ"  
[X Link](https://x.com/acidinvestments/status/1969949467530211812) [@acidinvestments](/creator/x/acidinvestments) 2025-09-22T02:18Z 3208 followers, 1473 engagements


"Think mkt shocked about the guidance revision down despite "no less". PR commentary bodes well for Medicaid biz actually (unlike $elv) - despite XX% MCR think mgmt sanguine about the trend of rate updates. Still ACA an issue but weird how $cnc sold off more than $OSCR"  
[X Link](https://x.com/acidinvestments/status/1981168865771212998) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T01:20Z 3208 followers, 1020 engagements


"Stock used to trade tight to WHSmith but has diverged lower post COVID. Even Avolta and the chinese peer trade at rich multiples. But that's not all SSP's TFS stake in India trades widely ahead of the parent co. Easily monetizable XX% of their stake in a few months time"  
[X Link](https://x.com/acidinvestments/status/1981387081780973699) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:47Z 3208 followers, XXX engagements


"Getting entire co now at like 5.5x EBITDA and ex TFS smt like 3+x EBITDA. Easy 7x ish smt like Avolta gets us XX% above where we are trading now and exactly XX% upside as Irenic triangulated publicly"  
[X Link](https://x.com/acidinvestments/status/1981387754119581975) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:50Z 3208 followers, XXX engagements


"bagholder at $FWRD. lucky to even that out a bit with $GRND so far (which I think has to/should be taken out in the current tape). But FWRD announced Q3 results date . note $WOW did that as well and got taken out right on the day of its Q2 earnings"  
[X Link](https://x.com/acidinvestments/status/1979182581301285310) [@acidinvestments](/creator/x/acidinvestments) 2025-10-17T13:47Z 3204 followers, 1892 engagements


"@finphysnerd @shravanrayhaan @RecoveryTrade @MrMojoRisinX @Arbtrader69 @hkuppy You find valuation still frothy here Currently at around 14x EBITDA. and potentially 10x on FY27 which doesnt seem to include the ad angle iirc"  
[X Link](https://x.com/acidinvestments/status/1981258998805643572) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T07:18Z 3207 followers, XXX engagements


"Slept through the $FWRD article. Unsurprising Apollo and Clearlake left in the fray now reaching out to strats (may be to force PE to firm up on the table). I was reading Yellow BK docks ytd for fun. had the sense of how valuable these LTL assets were"  
[X Link](https://x.com/acidinvestments/status/1980445779354612101) [@acidinvestments](/creator/x/acidinvestments) 2025-10-21T01:27Z 3208 followers, 2271 engagements


"What happeened to $ELV"  
[X Link](https://x.com/acidinvestments/status/1980632532296298890) [@acidinvestments](/creator/x/acidinvestments) 2025-10-21T13:49Z 3207 followers, XXX engagements


"$ELV weak commentary erased all premkt gains ytd but not down much. and other healthsurance dumped at open were all bid up well into the close. Lets see how $MOH reports post mkt later. Its all just p low volume dribbling for the adjacent players"  
[X Link](https://x.com/acidinvestments/status/1980932568532066583) [@acidinvestments](/creator/x/acidinvestments) 2025-10-22T09:41Z 3208 followers, 1153 engagements


"Mgmt alr ripped the bandaid off for $CNC - guiding to loss/b-e for ACA and guiding out to FY27 and acknowledging murky FY26. Another thing is while would love subsidy extension ACA could revert to pre21 levels and be extremely profitable. But mkt has no tolerance for any pain"  
[X Link](https://x.com/acidinvestments/status/1981170087634882872) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T01:25Z 3208 followers, XXX engagements


"large put buying. I felt the overall call transcript was q bullish actually exc timeline issues but no patience i guess for these things to turn. Even $MOH looks tasty here tbh"  
[X Link](https://x.com/acidinvestments/status/1981384283739869237) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:36Z 3208 followers, XXX engagements


"Some $cnc handholding here. happy to be pointed out if wrong but half of EPS drawdown CNC had guided down explicity and massively to the tune of 2.4bn in Q2 on ACA morbidity which it said may be revised upwards in sept/december. Not the same for $MOH im guessing"  
[X Link](https://x.com/acidinvestments/status/1981384129565643224) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T15:36Z 3208 followers, 1126 engagements


"@researchne89461 Minority squeezeouts for me only $GRND. Think happy to own on a break.dated a few girls who had gay besties and they just do things diff which not understood in hetero community. In itself feels wrongly comped against $MTCH and $BMBL. Time will tell. tho i prefer not"  
[X Link](https://x.com/acidinvestments/status/1981392341492781505) [@acidinvestments](/creator/x/acidinvestments) 2025-10-23T16:08Z 3208 followers, XXX engagements