[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 "Think $BLDR is as likely. Esp with $BLD buying Progressive (installation) With the premium needed in all stock deal $QXO would prob own 44-47% PF. Brad as CEO obv Both firms know M&A and how to use a balance sheet Distro powerhouse Couple privates out there as well"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1943096119694610850) 2025-07-09 23:53:10 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 "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 $10-15"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1947706289389273165) 2025-07-22 17:12:20 UTC XX followers, XXX engagements "@cmo040958 Got scared by tariffs Dunno prob not But its not that cheap imo Surely they want to find deals for less"  [@HettyGreen2020](/creator/x/HettyGreen2020) on [X](/post/tweet/1948058168204144861) 2025-07-23 16:30:35 UTC XX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@HettyGreen2020
"$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
"Think $BLDR is as likely. Esp with $BLD buying Progressive (installation) With the premium needed in all stock deal $QXO would prob own 44-47% PF. Brad as CEO obv Both firms know M&A and how to use a balance sheet Distro powerhouse Couple privates out there as well" @HettyGreen2020 on X 2025-07-09 23:53:10 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
"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
"@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