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[@AsifSuria](/creator/twitter/AsifSuria)
"Speaking of $VFC I was looking at Kontoor Brands $KTB following the sudden departure of their COO. Kontoor was spun out of V.F. Corp $VFC in 2019 with downmarket brands like Wrangler and Lee while $VFC held on to Vans The North Face JansSport Supreme and others. The two companies have had the exact opposite outcomes. While $KTB is up XX% since the spinoff $VFC is down exactly 82%. There was some positive momentum in $VFC last year after they appointed a new CEO who came over from Logitech $LOGI and decided to sell the Supreme brand. They took a small loss on the Supreme round trip but I"  
[X Link](https://x.com/AsifSuria/status/1950653388259229922) [@AsifSuria](/creator/x/AsifSuria) 2025-07-30T20:23Z 12.3K followers, 4994 engagements


"@MattJMcClintock And Mohamed El-Erian also bought $UA earlier this week. His first insider purchase since he joined the board in October 2018"  
[X Link](https://x.com/AsifSuria/status/1958764477220008071) [@AsifSuria](/creator/x/AsifSuria) 2025-08-22T05:33Z 12.3K followers, XXX engagements


"Considering the outcome with Rithm Capital $RITM acquiring Paramount Group $PGRE at a valuation of $XXXX billion or $XXXX per share in cash this insider buying finally worked out. The CEO was also buying earlier this year in March when the stock was trading at around the $X level. With Kawa Capital bidding $XXXX per share for Orion Properties $ONL commercial real estate might be finally showing signs of a bottom especially when it comes to markets like New York and San Francisco that took much longer to recover after COVID"  
[X Link](https://x.com/AsifSuria/status/1968388508890079524) [@AsifSuria](/creator/x/AsifSuria) 2025-09-17T18:56Z 12.3K followers, 4125 engagements


"This week we came across a cannibal that announced not one but two buybacks this year representing $XXX billion in total buyback authorization. If you are using a credit card issued by a retailer like TJX Dick's Sporting Goods or Lowe's you are using a card that was issued by Synchrony Financial $SYF The company which was spun out of GE in 2015 has processed more than $X trillion of purchases through its cards and is #1 in the U.S. in terms of cardholders. I happened to come across the company in June 2023 when I attended ValueX Vail and it was one of two ideas that I picked from that"  
[X Link](https://x.com/AsifSuria/status/1978875865233789194) [@AsifSuria](/creator/x/AsifSuria) 2025-10-16T17:29Z 12.3K followers, 1391 engagements


"The Under Armour $UA $UAA insider activity had felt intriguing to us at first but then when we saw a bunch of directors buy at the same time we dug deeper. In an insider weekends article covering John Paulson's purchase of Madrigal Pharmaceuticals $MDGL we wrote the following:"  
[X Link](https://x.com/AsifSuria/status/1965106180961042648) [@AsifSuria](/creator/x/AsifSuria) 2025-09-08T17:33Z 12.3K followers, 15.7K engagements


"@victaurs $FCNCB (cheaper than $FCNCA and higher votes but OTC) and possibly $COLB"  
[X Link](https://x.com/AsifSuria/status/1979238704788181428) [@AsifSuria](/creator/x/AsifSuria) 2025-10-17T17:30Z 12.3K followers, XXX engagements


"Sable Offshore $SOC is a battleground stock between longs and shorts and so far the shorts have been right. Noticed that a form X was filed today by XX% owner Pilgrim Global Advisors for a $XXXXX million purchase. Pilgrim was actually a seller earlier and it is interesting to see them turn around and buy here. What is even more interesting is that their 13-F points to a highly concentrated portfolio and their second largest position is Navios Maritime Partners $NMM a company that operates tankers. Maybe Pilgrim has more confidence in Sable's backup plan of transporting the oil by tankers if"  
[X Link](https://x.com/AsifSuria/status/1979330505830207872) [@AsifSuria](/creator/x/AsifSuria) 2025-10-17T23:35Z 12.3K followers, 31.7K engagements


"@mcspacface @FastTradeKing Yes indeed he did. I really don't understand this sudden string of purchases of $BHC by him. If the balance sheet wasn't as leveraged as it is then a take private could have made sense"  
[X Link](https://x.com/AsifSuria/status/1936137389510168730) [@AsifSuria](/creator/x/AsifSuria) 2025-06-20T19:01Z 12.3K followers, XXX engagements


"Wrote about SharkNinja $SN Expensify $EXFY and $PVH briefly today:"  
[X Link](https://x.com/AsifSuria/status/1943036923003732005) [@AsifSuria](/creator/x/AsifSuria) 2025-07-09T19:57Z 12.3K followers, 3852 engagements


"This is coming from a venture capitalist. Too much money chasing too few viable ideas. We are in 1999. Probably very late 1999"  
[X Link](https://x.com/AsifSuria/status/1978675953837457706) [@AsifSuria](/creator/x/AsifSuria) 2025-10-16T04:14Z 12.3K followers, 1710 engagements