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[@HalvioCapital](/creator/twitter/HalvioCapital)
"Came across the lawsuit that Ted Weschler was talking about in his last s/h letter where Cogent Communications bought Allied Riser. Cogent bought it for pennies on the dollar w/o having to call in the notes which gave them access to over $100m in cash and over $100m NOLs"  
[X Link](https://x.com/HalvioCapital/status/1967661907529376204) [@HalvioCapital](/creator/x/HalvioCapital) 2025-09-15T18:48Z 2301 followers, 3036 engagements


"Q3 2025 Letter is out Top X positions -Japanese basket $FILA.MI $CPH.TO $NLOP $MCCK"  
[X Link](https://x.com/HalvioCapital/status/1975182459105841472) [@HalvioCapital](/creator/x/HalvioCapital) 2025-10-06T12:52Z 2295 followers, 9625 engagements


"Lonseal Corporation (4224.T) is crazy cheap. Profitable net net at XX% of book. Tosoh Corp. owns XX% so could be a good parent-child take out"  
[X Link](https://x.com/HalvioCapital/status/1922110732470030578) [@HalvioCapital](/creator/x/HalvioCapital) 2025-05-13T02:04Z 2301 followers, XXX engagements


"$ITEX Itex Corporation is such an interesting little company. Its basically a barter exchange for small businesses with its own currency Itex Dollars thats been declining for years. Heres the balance sheet"  
[X Link](https://x.com/HalvioCapital/status/1979195594326368272) [@HalvioCapital](/creator/x/HalvioCapital) 2025-10-17T14:39Z 2301 followers, XXX engagements