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[@JPSInvestments](/creator/twitter/JPSInvestments)
"Check out my (free) post on $CBL -Trading at XX% cap rate ($58 PSF) -3.7x P/FFO -XX% FCF yield -All non-recourse debt with $9/share in case (leverage in line w peers) -Optionality on cash trapped assets -Buying back shares with 9%+ 2025 dividend yield -Retail leasing tailwinds"  
[X Link](https://x.com/JPSInvestments/status/1944770385481724383) [@JPSInvestments](/creator/x/JPSInvestments) 2025-07-14T14:46Z XXX followers, 20.4K engagements


"$CBL Significant sale on unencumbered asset The Promenade which should generate $2/share in cash (likely returned in the form of dividends given the expected corresponding +$50 million gain on sale). Sold at an XXX% cap lending credence to management's $48/share NAV estimate"  
[X Link](https://x.com/JPSInvestments/status/1947751734144594099) [@JPSInvestments](/creator/x/JPSInvestments) 2025-07-22T20:12Z XXX followers, XXX engagements


"$CBL continues to recycle capital from non-core asset sales into performing assets in growing markets through accretive acquisitions using non-recourse financing. Almost all equity from The Promenade sale put to work in this acquisition.should support FFO NOI growth"  
[X Link](https://x.com/JPSInvestments/status/1951671086229184757) [@JPSInvestments](/creator/x/JPSInvestments) 2025-08-02T15:47Z XXX followers, XXX engagements


"@taobanker Have you considered $GRG.L"  
[X Link](https://x.com/JPSInvestments/status/1955969797524484382) [@JPSInvestments](/creator/x/JPSInvestments) 2025-08-14T12:28Z XXX followers, XXX engagements


"@taobanker Have not looked into $ABF.L but will check it out. $BME.L is great value with buybacks imminent. $DPP.L is also a nice way to play it"  
[X Link](https://x.com/JPSInvestments/status/1955971159310074293) [@JPSInvestments](/creator/x/JPSInvestments) 2025-08-14T12:33Z XXX followers, XXX engagements


"@siyul How is $CRTO so cheap 3x EV/EBITDA growing revenues and repurchased XX% of shares in 1H 2025 with net cash on balance sheet. Whats the catch"  
[X Link](https://x.com/JPSInvestments/status/1980121267769643245) [@JPSInvestments](/creator/x/JPSInvestments) 2025-10-20T03:57Z XXX followers, XXX engagements


"@ryan_nikodem @siyul Looks like SBC is quite high but still very cheap. I follow $NEXN as well which focuses on programmatic CTV also trading around 3.5x EBITDA with net cash and repurchasing shares. Both seem like good acquisition targets"  
[X Link](https://x.com/JPSInvestments/status/1980308600154370473) [@JPSInvestments](/creator/x/JPSInvestments) 2025-10-20T16:22Z XXX followers, XX engagements