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[@ROICicero](/creator/twitter/ROICicero)
"$APTV Sentiment bombed out and for good reason: auto production numbers are horrible (plus some questionable M&A). Yet with Thacker coming online (pending further delays) well have resources for EV build-out. Co. is also spinning off commoditized segment (EDS) early 2026"  
![@ROICicero Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482407809954242560.png) [@ROICicero](/creator/x/ROICicero) on [X](/post/tweet/1946062409224827350) 2025-07-18 04:20:09 UTC XXX followers, XXX engagements


"With $CABO CEO retiring I expect we see a successor with PE or strategic review experience being hired"  
![@ROICicero Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482407809954242560.png) [@ROICicero](/creator/x/ROICicero) on [X](/post/tweet/1930075356804911427) 2025-06-04 01:33:18 UTC XXX followers, XXX engagements


"$AMRZ Holcims spin off of NA business happening this Monday 6/23. I like the cement/aggregates business less optimistic on building envelope (more competitive & lower R&R rev. vs. Carlisle). Further PubCo dis-synergies of $XXXXX () are excluded from XX Adj. EBITDA figure"  
![@ROICicero Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482407809954242560.png) [@ROICicero](/creator/x/ROICicero) on [X](/post/tweet/1936585642286198945) 2025-06-22 00:42:51 UTC XXX followers, XXX engagements


"Market tops after Roaring Kitty pumps GME for a third time"  
![@ROICicero Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482407809954242560.png) [@ROICicero](/creator/x/ROICicero) on [X](/post/tweet/1948164165006233988) 2025-07-23 23:31:46 UTC XXX followers, XX engagements


"Bought puts on $PCAR last weekearnings estimates and industry commentary suggests a 2H rebound (for them and other MD/HD vehicle cos). Given elevated inventory levels and dismal order rates I see further downside. Balances +30 days past due have also risen"  
![@ROICicero Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482407809954242560.png) [@ROICicero](/creator/x/ROICicero) on [X](/post/tweet/1926794899086508512) 2025-05-26 00:17:56 UTC XXX followers, XXX engagements


"@ACapitalLP $WNC. More deep value than a special situation. Lawsuit damages have decreased from $450M to $110M. Liquidity larger than mkt cap: RCF availability of $330M and $100M sale leaseback cap (pursuant to lender discussions). Services segment growing with mid/high teens margins"  
![@ROICicero Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1482407809954242560.png) [@ROICicero](/creator/x/ROICicero) on [X](/post/tweet/1947429802060730855) 2025-07-21 22:53:40 UTC XXX followers, XX engagements