LunarCrush LLM | creator/twitter::1917965357597241344/posts

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[@TanukiResearch](/creator/twitter/TanukiResearch)
"$THR. Thermon is a niche duopoly in thermal solutions thats moved beyond O&G into better end markets. Trades 13x unlevered earnings $1B EV under-levered and about to lap temporary headwinds. Rerate + M&A optionality"  
[X Link](https://x.com/TanukiResearch/status/1953172937751638137) [@TanukiResearch](/creator/x/TanukiResearch) 2025-08-06T19:14Z XXX followers, XXX engagements


"@AggieCapitalist CD&R and PIF just bought BASFs inferior coatings biz for a price that implies $AXTA at 50-60 its like XX 🤷♂"  
[X Link](https://x.com/TanukiResearch/status/1976795471881683155) [@TanukiResearch](/creator/x/TanukiResearch) 2025-10-10T23:42Z XXX followers, XXX 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.]

@TanukiResearch "$THR. Thermon is a niche duopoly in thermal solutions thats moved beyond O&G into better end markets. Trades 13x unlevered earnings $1B EV under-levered and about to lap temporary headwinds. Rerate + M&A optionality"
X Link @TanukiResearch 2025-08-06T19:14Z XXX followers, XXX engagements

"@AggieCapitalist CD&R and PIF just bought BASFs inferior coatings biz for a price that implies $AXTA at 50-60 its like XX 🤷♂"
X Link @TanukiResearch 2025-10-10T23:42Z XXX followers, XXX engagements