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[@Divergent7651](/creator/twitter/Divergent7651)
"Some interesting excerpts from Elliott's letter to $HON management: (1/n) 1) $HON has a portfolio of market leading assets with aerospace being its crown jewel. 2) $HON trades at a material discount to every single one of its diversified industrial and aerospace peers"  
[X Link](https://x.com/Divergent7651/status/1962386673444249669) [@Divergent7651](/creator/x/Divergent7651) 2025-09-01T05:26Z 2950 followers, 61.1K engagements


"Thinking about how to sift through Japan it occurred to me that you could try to find the Japanese counterpart of great business models. One name that came up is Japan Exchange Group ($8697.T) the owner and operator of the Tokyo Stock Exchange among others. (1/n)"  
[X Link](https://x.com/Divergent7651/status/1969955791932461215) [@Divergent7651](/creator/x/Divergent7651) 2025-09-22T02:43Z 2950 followers, 8076 engagements


"Some names that look interesting to me: Japan exchange Group $8697.T - Japan tailwind Turning Point Brands $TPB - Increasing nicotine pouch exposure Baltic Classifieds Group $BCG.LN - pricing power Dalrymple Bay Infrastructure $DBI.AX - pricing power Anyone across these"  
[X Link](https://x.com/Divergent7651/status/1975507235863212345) [@Divergent7651](/creator/x/Divergent7651) 2025-10-07T10:23Z 2950 followers, 1801 engagements


"@PrinsengrachtDA Elliott owns GCI Liberty"  
[X Link](https://x.com/Divergent7651/status/1975968602500251886) [@Divergent7651](/creator/x/Divergent7651) 2025-10-08T16:56Z 2953 followers, XX engagements


"From what I can tell $CPH.TO's Natroba is manufactured in the United States"  
[X Link](https://x.com/Divergent7651/status/1976940899063210141) [@Divergent7651](/creator/x/Divergent7651) 2025-10-11T09:20Z 2950 followers, 1289 engagements


"Some brief thoughts on $TPB: 1) Large and increasing exposure to nicotine pouches: XX% of revs ($30.1M) in Q2'25 XX% QoQ growth ($22.3M) XXX% YoY growth guiding $100-$110M sales for FY25 (1/n)"  
[X Link](https://x.com/Divergent7651/status/1976206525493350632) [@Divergent7651](/creator/x/Divergent7651) 2025-10-09T08:42Z 2951 followers, 1775 engagements


"2) Near term catalyst - NP production onshoring. Currently imported from India. George Baxter of Sabrepoint Capital estimates onshoring could reduce production cost per can from $XXXX to $XXXX per (-49%). $XXXX cost does not include XX Aug'25 India tariff. (2/n)"  
[X Link](https://x.com/Divergent7651/status/1976206527254995200) [@Divergent7651](/creator/x/Divergent7651) 2025-10-09T08:42Z 2950 followers, XXX engagements


"$FCX long-dated options are cheap 🤔"  
[X Link](https://x.com/Divergent7651/status/1977326172871823550) [@Divergent7651](/creator/x/Divergent7651) 2025-10-12T10:51Z 2950 followers, XXX engagements


"Increasing demand for copper-manganese sputtering targets are a potential AI-related tailwind for $HON Solstice Advanced Materials spin"  
[X Link](https://x.com/Divergent7651/status/1977328007263187181) [@Divergent7651](/creator/x/Divergent7651) 2025-10-12T10:58Z 2950 followers, 12.6K engagements