[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.] [@lennygrover](/creator/twitter/lennygrover) "Opened a position in $DDI today. Like $GRVY was it's a highly profitable mobile gaming company valued at only slightly more than its net cash and investments. Their apps have good reviews and many downloads on both the Apple App Store and Google Play"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1933200139272823185) 2025-06-12 16:30:04 UTC XXX followers, 5590 engagements "@rationalformula You're a bit late to the $TBTC party"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1948853898829005218) 2025-07-25 21:12:32 UTC XXX followers, XX engagements "Opened $LIEN position today. Diversified portfolio of mostly 10+% yielding senior secured debt trading at a XX% discount to NAV. Low PIK interest % low leverage target; also low average borrower senior secured debt/EBITDA (1.4x). The big discount to NAV seems unjustified"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1939699824183660754) 2025-06-30 14:57:30 UTC XXX followers, 3028 engagements "@TiehackCapital I'm in $OTCM $QEPC & $SENEA but opened my positions a long time ago at lower prices. I've also got $CRMZ & am sitting on a small loss. I looked at $CNRD but couldn't get comfortable with it. They've had bad years in the recent past & are likely dependent on the Jones Act"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1927476171165311101) 2025-05-27 21:25:04 UTC XXX followers, XXX engagements "Opened a position in $CRTO. Low EV/FCF EV/EBITDA EV/Revenue. Strong balance sheet supporting share buybacks. I like the AdTech/online advertising/online marketing space (and have positions in $MGNI $NEXN $PERI $TRAD.ST $IZEA $GOOGL / $GOOG). I also have $OMC (ad agency)"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1934984897489420300) 2025-06-17 14:42:04 UTC XXX followers, 2941 engagements "@atelicinvest I've thought about adding AI natural language screening to but your observation is precisely why I don't do it. I invested in high quality data and LLMs are simply not reliable enough for XXX% accurate structured SQL query and formula generation"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1948859572174614808) 2025-07-25 21:35:04 UTC XXX followers, 3730 engagements "Finally held my nose and opened position in $CBL. Good posts by @blondesnmoney @JPSInvestments & @Inves2grow made valuation cases based on FFO and implied P/sqft and pointed out CBL converted much of their debt to non-recourse. Retail/malls in decline but CBL is quite cheap"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1945536060127051923) 2025-07-16 17:28:37 UTC XXX followers, 1767 engagements "@zoomyzoomm Wow; there's actually one stock we have in common ( $OPRA ). Google antitrust enforcement is a risk to their search revenue but they've done a good job growing and diversifying revenue. The hefty dividend and strong FCF are nice features of what is otherwise a growth name"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1945637425671237893) 2025-07-17 00:11:25 UTC XXX followers, XXX engagements "@finphysnerd I'm long $INMD. Cosmetic procedures not covered by insurance-market cyclical. Inflation squeezed middle income consumers who're less likely to make discretionary purchases. If biz recovers valuation will increase a lot. Strong balance sheet&cash flow-they can weather cycle"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1948534821824987537) 2025-07-25 00:04:38 UTC XXX followers, XXX engagements "@StockJabber @AKWilk I've also got a $RAVE position. They have a strong balance sheet and high FCF yield. I believe it is one of only three restaurant stocks I own (the others are $BABB and $LOCO)"  [@lennygrover](/creator/x/lennygrover) on [X](/post/tweet/1947765158178169290) 2025-07-22 21:06:16 UTC 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.]
@lennygrover
"Opened a position in $DDI today. Like $GRVY was it's a highly profitable mobile gaming company valued at only slightly more than its net cash and investments. Their apps have good reviews and many downloads on both the Apple App Store and Google Play"
@lennygrover on X 2025-06-12 16:30:04 UTC XXX followers, 5590 engagements
"@rationalformula You're a bit late to the $TBTC party" @lennygrover on X 2025-07-25 21:12:32 UTC XXX followers, XX engagements
"Opened $LIEN position today. Diversified portfolio of mostly 10+% yielding senior secured debt trading at a XX% discount to NAV. Low PIK interest % low leverage target; also low average borrower senior secured debt/EBITDA (1.4x). The big discount to NAV seems unjustified" @lennygrover on X 2025-06-30 14:57:30 UTC XXX followers, 3028 engagements
"@TiehackCapital I'm in $OTCM $QEPC & $SENEA but opened my positions a long time ago at lower prices. I've also got $CRMZ & am sitting on a small loss. I looked at $CNRD but couldn't get comfortable with it. They've had bad years in the recent past & are likely dependent on the Jones Act" @lennygrover on X 2025-05-27 21:25:04 UTC XXX followers, XXX engagements
"Opened a position in $CRTO. Low EV/FCF EV/EBITDA EV/Revenue. Strong balance sheet supporting share buybacks. I like the AdTech/online advertising/online marketing space (and have positions in $MGNI $NEXN $PERI $TRAD.ST $IZEA $GOOGL / $GOOG). I also have $OMC (ad agency)" @lennygrover on X 2025-06-17 14:42:04 UTC XXX followers, 2941 engagements
"@atelicinvest I've thought about adding AI natural language screening to but your observation is precisely why I don't do it. I invested in high quality data and LLMs are simply not reliable enough for XXX% accurate structured SQL query and formula generation" @lennygrover on X 2025-07-25 21:35:04 UTC XXX followers, 3730 engagements
"Finally held my nose and opened position in $CBL. Good posts by @blondesnmoney @JPSInvestments & @Inves2grow made valuation cases based on FFO and implied P/sqft and pointed out CBL converted much of their debt to non-recourse. Retail/malls in decline but CBL is quite cheap" @lennygrover on X 2025-07-16 17:28:37 UTC XXX followers, 1767 engagements
"@zoomyzoomm Wow; there's actually one stock we have in common ( $OPRA ). Google antitrust enforcement is a risk to their search revenue but they've done a good job growing and diversifying revenue. The hefty dividend and strong FCF are nice features of what is otherwise a growth name" @lennygrover on X 2025-07-17 00:11:25 UTC XXX followers, XXX engagements
"@finphysnerd I'm long $INMD. Cosmetic procedures not covered by insurance-market cyclical. Inflation squeezed middle income consumers who're less likely to make discretionary purchases. If biz recovers valuation will increase a lot. Strong balance sheet&cash flow-they can weather cycle" @lennygrover on X 2025-07-25 00:04:38 UTC XXX followers, XXX engagements
"@StockJabber @AKWilk I've also got a $RAVE position. They have a strong balance sheet and high FCF yield. I believe it is one of only three restaurant stocks I own (the others are $BABB and $LOCO)" @lennygrover on X 2025-07-22 21:06:16 UTC XXX followers, XXX engagements