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[@10xValueMind](/creator/twitter/10xValueMind)
"@futurelaab @matt59606024 yes it requires a great strategic execution over long term but management is vocal about it I believe slowly and steadily $abcl will achieve success"  
[X Link](https://x.com/10xValueMind/status/1978090916784013565) [@10xValueMind](/creator/x/10xValueMind) 2025-10-14T13:30Z 1040 followers, XXX engagements


"why $ABCL could be a disruptive biotech: X. Founder-led w/ skin in the game (Carl Hansen) X. Massive TAM : from autoimmune to Cancer X. Tech moat + optionality -Trianni OrthoMab Tetragenetics X. AI+Biotech tailwind X. Smart capital allocation $750m+ liquidity no dilution"  
[X Link](https://x.com/10xValueMind/status/1953814932257943597) [@10xValueMind](/creator/x/10xValueMind) 2025-08-08T13:45Z 1040 followers, 3329 engagements


"underrated traits of $ABCL s CEO - Carl Hansen : X. metadata-first thinker (turns mistakes into assets) X. academic roots + operational grit X. patient enough to build infra others wont X. executed flawlessly when urgency hit (COVID mAbs) X. skin in the game still leading"  
[X Link](https://x.com/10xValueMind/status/1958611220199874830) [@10xValueMind](/creator/x/10xValueMind) 2025-08-21T19:24Z 1040 followers, 2912 engagements


"every layer I uncover on $ABCL it makes me more bullish. Deep dive is in progress and I will share it with you all soon. I would not sell a single share unless the fundamentals prove me wrong. NFA"  
[X Link](https://x.com/10xValueMind/status/1975947959780200505) [@10xValueMind](/creator/x/10xValueMind) 2025-10-08T15:34Z 1039 followers, 13.4K engagements


"early stage investing is really messy. they dont have perfect margins. they dont have cash flow. they are not discussed by analysts but if the TAM is massive the founder is mission-driven with skin in the game & the culture is built to last.its worth the risk ex $rklb $abcl"  
[X Link](https://x.com/10xValueMind/status/1976334341975515268) [@10xValueMind](/creator/x/10xValueMind) 2025-10-09T17:10Z 1039 followers, 1166 engagements


"I did DCA again into $ABCL today and will keep adding below $X. a company with proven discovery tech its own GMP facility phase X candidates and 100+ partnered programs does not deserve $2B valuation & I believe this is the best asymmetric opportunity in the market currently"  
[X Link](https://x.com/10xValueMind/status/1977831818914402333) [@10xValueMind](/creator/x/10xValueMind) 2025-10-13T20:20Z 1041 followers, 4759 engagements


"$ABCL back above X :) I would love to see it in double digits"  
[X Link](https://x.com/10xValueMind/status/1978542849453912138) [@10xValueMind](/creator/x/10xValueMind) 2025-10-15T19:25Z 1040 followers, 9253 engagements


"@StocksByJulian @AndrewDudum i hope $hims addresses these concerns. management integrity and optics around it matters to me. I am still long with the comp for long term but would be watching the management & culture closely now"  
[X Link](https://x.com/10xValueMind/status/1979226758231556577) [@10xValueMind](/creator/x/10xValueMind) 2025-10-17T16:43Z 1040 followers, 2503 engagements


"@Roekx4Reason @AndrewDudum right size is not that big but perception still matters. it is my largest position too and if something feels wrong (even if slightly) as an investor we should point that out"  
[X Link](https://x.com/10xValueMind/status/1979299939755917360) [@10xValueMind](/creator/x/10xValueMind) 2025-10-17T21:34Z 1041 followers, 1203 engagements


"$HIMS Being a shareholder it is hard to ignore the timing here. @AndrewDudum knew about his pre-scheduled 10b5-1 sales yet he chose to launch the menopause/Hers vertical right before that - fully aware it could drive a positive price reaction. then as the stock squeezed he leaned into the moment with that 👀 tweet. technically everything is within the rules. but optically it feels calculated - as if he wanted to surf the momentum right before those shares hit the market. when you are the face of a company built on trust and transparency those optics matter. i did not like it"  
[X Link](https://x.com/10xValueMind/status/1979218728135922009) [@10xValueMind](/creator/x/10xValueMind) 2025-10-17T16:11Z 1040 followers, 94.5K engagements


"I believe most people do not understand $ABCL at all and call it a speculative bet I am working on a deep dive so that investors can understand the company in simple terms. I will try to avoid biotech jargon so everyone can follow along. Please be patient with this first version (will post it before Nov 15). I was skeptical at first but now I have immense conviction. Apart from the financials (which are temporarily weak - maybe for another year) everything else about $ABCL is incredibly strong: the vision the strategy the roadmap the financial discipline the humble yet highly competent"  
[X Link](https://x.com/10xValueMind/status/1977919971721154967) [@10xValueMind](/creator/x/10xValueMind) 2025-10-14T02:10Z 1040 followers, 48.2K engagements


"$ABCL is moving on the right path with their TCE platform. perhaps using QSP models would help them more (reading more about it)"  
[X Link](https://x.com/10xValueMind/status/1979252008860135547) [@10xValueMind](/creator/x/10xValueMind) 2025-10-17T18:23Z 1040 followers, 5542 engagements


"most durable edges are process/data edges built on top of a proprietary product. the product generates the raw input the process/data layer converts it into a feedback moat that keeps growing over time. ex : $tsla $pltr $abcl $duol $amzn $crwd $hims $meli $rklb"  
[X Link](https://x.com/10xValueMind/status/1980148348792483902) [@10xValueMind](/creator/x/10xValueMind) 2025-10-20T05:45Z 1040 followers, XXX engagements