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[@JPSInvestments](/creator/twitter/JPSInvestments)
"@InvestorCanna The attractiveness of the business is also understated. Sticky revenues high margin high ROIC good end markets. The co. runs itself. I will check $CROX out. $THRY has a similar good co/bad co set up"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1945457227050918166) 2025-07-16 12:15:22 UTC XXX followers, XXX engagements


"$BME.LN Discount retailer -3.1x P/CFO 8x earnings -XX% FCF yield -New CEO redomiciling to Jersey to simplify structure enable buybacks -Targeting XX new stores/yr -New DCs to improve margins -Euro version of $DG $DLTR trade Growing high-income consumer demand for value retail"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1947759111245803576) 2025-07-22 20:42:14 UTC XXX followers, 5305 engagements


"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"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1944770385481724383) 2025-07-14 14:46:06 UTC XXX followers, 19K engagements


"@russellgates_ @InvestSpecial Purchased in 2014 for egregious $253M. Today: XXX% cap on the retail = $120M + office worth $XXX PSF (no recent $700+ PSF Soho trades). All-in conservative $175M. Some hidden value. Recent buybacks but blew $190M on $ losing acq & still FCF neg.could be cheaper Ty for idea"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1948118315035234471) 2025-07-23 20:29:35 UTC XXX followers, XXX engagements


"@russellgates_ @Calvsams @Fierce__beast @InvestSpecial Nobody underwriting a MF to office conversion at this asset would pay $1000 psf. Max value would be an owner-user or leasing the office space which maybe gets $40-$60 psf And youre capping at maybe X% cap bc its SoHo Not sure but Im skeptical they can get back their basis"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1949519493237022969) 2025-07-27 17:17:22 UTC XXX followers, XX engagements


"$JCTC -70-yr operating history (1st unprofitable yr since '96 IPO) -0.5x P/TBV (lowest since GFC) -Unused unencum. manu facility for sale at $9m (75% of market cap) carried at $600K -Reduced China supplier exposure XX% -XX% RiF in Q3 -Excess inventory mitigates tariffs for now"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1949642327032496309) 2025-07-28 01:25:28 UTC XXX followers, XXX engagements


"@Fierce__beast The Denver asset has a ground lease on it and might have a debt assumption as well so misleading headline. $SCHD HQ probably worth $XXX million to maybe $XXX Definitely under cost basis but carrying value definitely below expected proceeds"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1949255823244644839) 2025-07-26 23:49:38 UTC XXX followers, XXX engagements


"@InvestorCanna Ty for the thoughts. -Total revs have been flattish since spin in 2021 and Corporate segment now close to XX% of revenues total (and growing MSD) -Mgmt indicated return to consolidated growth by 2026 last Q -Theyre finding a nice niche in healthcare market with 100%+ retention"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1945320382321271139) 2025-07-16 03:11:36 UTC XXX followers, XXX 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"  
![@JPSInvestments Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1795298457558589440.png) [@JPSInvestments](/creator/x/JPSInvestments) on [X](/post/tweet/1947751734144594099) 2025-07-22 20:12:55 UTC XXX followers, XXX engagements