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[@Akston_Capital](/creator/twitter/Akston_Capital)
"Merger Monday - FineMark being acquired by Commerce Bancshares in $585m all-stock transaction. $FNBT shareholders receive XXXX shares of $CBSH which equates +55% premium to closing stock price and 1.6x TBV. Great outcome for shareholders after a choppy past few years"  
[X Link](https://x.com/Akston_Capital/status/1934595063511675273) [@Akston_Capital](/creator/x/Akston_Capital) 2025-06-16T12:53Z 9069 followers, 3204 engagements


"Link to press release:"  
[X Link](https://x.com/Akston_Capital/status/1934595204637487600) [@Akston_Capital](/creator/x/Akston_Capital) 2025-06-16T12:53Z 9069 followers, 1187 engagements


"Just got notice that my X% Federal Home Loan Bank bond is being called. This is first X% coupon that has been called this cycle (prior low was 6.15%). End of an era - I expect my remaining will be called soon. Redeploying capital into defensive stocks: $KMB $CLX $HRL $AMT $KVUE"  
[X Link](https://x.com/Akston_Capital/status/1976288093398254034) [@Akston_Capital](/creator/x/Akston_Capital) 2025-10-09T14:06Z 9069 followers, 4987 engagements


"Here was the original Agency bond trade thesis. Got the "rates down" part correct but didn't anticipate the equity market being at all-time highs when this happened. Grade the trade: B-"  
[X Link](https://x.com/Akston_Capital/status/1976289494828519652) [@Akston_Capital](/creator/x/Akston_Capital) 2025-10-09T14:11Z 9070 followers, 1226 engagements


"Although I play a doctor on the internet I am in fact not a real doctor. That said pregnant women probably shouldn't take acetaminophen (or anything) during pregnancy. But this doesn't mean $KVUE is facing a "big tobacco" type scandal or liability. Biggest risk I see is Tylenol sales are structurally lower going forward but it seems the valuation multiple compression we've already witnessed is more than pricing that in"  
[X Link](https://x.com/Akston_Capital/status/1965062765661601877) [@Akston_Capital](/creator/x/Akston_Capital) 2025-09-08T14:40Z 9070 followers, 1390 engagements


"Some "high quality" dividend stocks making new XX week lows. Seems like a good place to park capital with the market at all-time highs valuation multiples stretched and animal spirits running high Examples: Kimberly Clark - $KMB Church & Dwight - $CHD Hormel - $HRL UPS - $UPS"  
[X Link](https://x.com/Akston_Capital/status/1970551218599796932) [@Akston_Capital](/creator/x/Akston_Capital) 2025-09-23T18:09Z 9070 followers, 19.3K engagements


"I dont wish this on Jefferiesbut in 2008 hedge funds ganged up on Lehman Brother to establish short positions against $LEH and then pull their business primarily via prime brokerage accounts and financing. $JEF is a similar scrappy business model that is vulnerable to this kind of thing"  
[X Link](https://x.com/Akston_Capital/status/1978951331369877789) [@Akston_Capital](/creator/x/Akston_Capital) 2025-10-16T22:28Z 9070 followers, 118.9K engagements


"@Catahoula_Value @Ron284Ron Whats the bull case for $UHAL Started looking at it today for first time. Is it basically you get the storage biz for free at this valuation Went back XX yrs of cash flow stmts & the business rarely generates FCF. It seems very CAPEX heavy even before the push into storage"  
[X Link](https://x.com/Akston_Capital/status/1975716974044061811) [@Akston_Capital](/creator/x/Akston_Capital) 2025-10-08T00:16Z 9069 followers, XXX engagements


"@gr8t4ver Agreed - those are exactly the kind of names that I think offer this best risk/reward right now. I'm not long either of those (yet) but I do own $CPB and $DEO as well"  
[X Link](https://x.com/Akston_Capital/status/1976290245382693299) [@Akston_Capital](/creator/x/Akston_Capital) 2025-10-09T14:14Z 9069 followers, XXX engagements


"@SecScottBessent Love the sentiment. We also need comprehensive FDIC deposit insurance reform that levels the playing field for regional & community banks"  
[X Link](https://x.com/Akston_Capital/status/1976426496475660526) [@Akston_Capital](/creator/x/Akston_Capital) 2025-10-09T23:16Z 9069 followers, 1713 engagements


"Yeah the repost wasnt an endorsement of the original post. I was using it to highlight $JEF balance sheet is reliant on a dangerous funding model that is similar to the firms that fared the worst in 2008. JEF is more reliant on the sentiment of Wall Street than any of its competitors"  
[X Link](https://x.com/Akston_Capital/status/1978966350635671949) [@Akston_Capital](/creator/x/Akston_Capital) 2025-10-16T23:28Z 9068 followers, 3565 engagements