[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@HettyGreen2020](/creator/twitter/HettyGreen2020) "$QXO Market clearly thinks $BLD may be in their sights. But prob not huge premium from here Big so not much competition in auction. $HD wont be back after SRS and $GMS Strategically fits good alternative after losing GMS"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1942943936470790480) 2025-07-09 13:48:27 UTC XX followers, XXX engagements "Why do cash rich mature often cyclical businesses pay stock comp Vast majority of employees sell it once it vests. Its such blather that stock makes people more virtuous owners $ABNB is a great example Plenty others $BRK doesnt but pays large cash amounts to its best"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1948091823202963876) 2025-07-23 18:44:19 UTC XX followers, XX engagements "@daardos For a cash flow view use their EBITDA table adjust non-cash items like SBC and D&A Current price still doesn't imply That much growth or op lev in next few years Be careful re. market cap. Share count is more 105m rn (depends). See filing. That's why $PGY isn't $XX right now"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1947703375430111356) 2025-07-22 17:00:45 UTC XX followers, XXX engagements "Would have huge synergies. Presumably Brad thinks $BLDR is grossly inefficient and can do much better BLDR was handed a pandemic gift but has been average at best for over a year and new CEO doesnt sound ready"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1943100199594778882) 2025-07-10 00:09:23 UTC XX followers, XXX engagements "@cmo040958 Maybe a little light but decent premium to todays price Its about a turn GMS and Beacon aligns with reasonable DCF imo $QXO wouldnt pay for synergies. Competitive auction Who If so maybe you must Tougher environment margins down not superbly managed last year"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1945627574207492110) 2025-07-16 23:32:16 UTC XX followers, XXX engagements "Danaher needs to re-hire Larry Culp Obvious right $DHR $GE $GEV"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1947628991239618605) 2025-07-22 12:05:11 UTC XX followers, XXX engagements "@daardos Exchangeable notes will be paid in cash unless they're idiots or severe problems.due 2029 Bottom X rows are in future space them out over a few years All others look ITM (sure some forfeits) but TSM trims dilution a bit 105m is round number Add margin of safety"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1947713120316674416) 2025-07-22 17:39:29 UTC XX followers, XXX engagements "@daardos Yup I didn't say delete that line. Gotta make an assumption. Risk retention is low it isn't a bank. Agree that's the appeal. if they have default problems again this is going back to $10-15"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1947706289389273165) 2025-07-22 17:12:20 UTC XX followers, XXX engagements "$QXO $BLDR napkin (incl BLDR April buyback and May notes) $160/sh PP=12x $1.9b '25E aebitda (mgmt midpt) 4.0x pf '25E net lev implies XX% cash on $2.9b pf '25E aebitda QXO would own XX% pf at $22/sh $22/sh is 14.5x $3.35b '26E aebitda Not advice"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1944402801104134293) 2025-07-13 14:25:27 UTC XX followers, 1319 engagements "@cmo040958 Got scared by tariffs Dunno prob not But its not that cheap imo Surely they want to find deals for less"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1948058168204144861) 2025-07-23 16:30:35 UTC XX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@HettyGreen2020
"$QXO Market clearly thinks $BLD may be in their sights. But prob not huge premium from here Big so not much competition in auction. $HD wont be back after SRS and $GMS Strategically fits good alternative after losing GMS"
@HettyGreen2020 on X 2025-07-09 13:48:27 UTC XX followers, XXX engagements
"Why do cash rich mature often cyclical businesses pay stock comp Vast majority of employees sell it once it vests. Its such blather that stock makes people more virtuous owners $ABNB is a great example Plenty others $BRK doesnt but pays large cash amounts to its best" @HettyGreen2020 on X 2025-07-23 18:44:19 UTC XX followers, XX engagements
"@daardos For a cash flow view use their EBITDA table adjust non-cash items like SBC and D&A Current price still doesn't imply That much growth or op lev in next few years Be careful re. market cap. Share count is more 105m rn (depends). See filing. That's why $PGY isn't $XX right now" @HettyGreen2020 on X 2025-07-22 17:00:45 UTC XX followers, XXX engagements
"Would have huge synergies. Presumably Brad thinks $BLDR is grossly inefficient and can do much better BLDR was handed a pandemic gift but has been average at best for over a year and new CEO doesnt sound ready" @HettyGreen2020 on X 2025-07-10 00:09:23 UTC XX followers, XXX engagements
"@cmo040958 Maybe a little light but decent premium to todays price Its about a turn GMS and Beacon aligns with reasonable DCF imo $QXO wouldnt pay for synergies. Competitive auction Who If so maybe you must Tougher environment margins down not superbly managed last year" @HettyGreen2020 on X 2025-07-16 23:32:16 UTC XX followers, XXX engagements
"Danaher needs to re-hire Larry Culp Obvious right $DHR $GE $GEV" @HettyGreen2020 on X 2025-07-22 12:05:11 UTC XX followers, XXX engagements
"@daardos Exchangeable notes will be paid in cash unless they're idiots or severe problems.due 2029 Bottom X rows are in future space them out over a few years All others look ITM (sure some forfeits) but TSM trims dilution a bit 105m is round number Add margin of safety" @HettyGreen2020 on X 2025-07-22 17:39:29 UTC XX followers, XXX engagements
"@daardos Yup I didn't say delete that line. Gotta make an assumption. Risk retention is low it isn't a bank. Agree that's the appeal. if they have default problems again this is going back to $10-15" @HettyGreen2020 on X 2025-07-22 17:12:20 UTC XX followers, XXX engagements
"$QXO $BLDR napkin (incl BLDR April buyback and May notes) $160/sh PP=12x $1.9b '25E aebitda (mgmt midpt) 4.0x pf '25E net lev implies XX% cash on $2.9b pf '25E aebitda QXO would own XX% pf at $22/sh $22/sh is 14.5x $3.35b '26E aebitda Not advice" @HettyGreen2020 on X 2025-07-13 14:25:27 UTC XX followers, 1319 engagements
"@cmo040958 Got scared by tariffs Dunno prob not But its not that cheap imo Surely they want to find deals for less" @HettyGreen2020 on X 2025-07-23 16:30:35 UTC XX followers, XX engagements