[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.] #  @Divergent7651 Divergent Capital Divergent Capital posts on X about $hon, hon, $alsn, honeywell the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1567617836734119936/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +1,418% - X Months XXXXXX -XX% - X Year XXXXXXXXX +1,607% ### Mentions: XX [#](/creator/twitter::1567617836734119936/posts_active)  - X Week XX +2% - X Month XX +675% - X Months XX +352% - X Year XXX +95% ### Followers: XXXXX [#](/creator/twitter::1567617836734119936/followers)  - X Week XXXXX +1.20% - X Month XXXXX +8% - X Months XXXXX +8.10% - X Year XXXXX +225% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1567617836734119936/influencer_rank)  ### Social Influence [#](/creator/twitter::1567617836734119936/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [$hon](/topic/$hon) 11.76%, [hon](/topic/hon) 5.88%, [$alsn](/topic/$alsn) 4.41%, [honeywell](/topic/honeywell) #36, [$deck](/topic/$deck) 2.94%, [$glibk](/topic/$glibk) 2.94%, [$ge](/topic/$ge) 2.94%, [$crox](/topic/$crox) 1.47%, [$cphto](/topic/$cphto) 1.47%, [nicotine](/topic/nicotine) XXXX% **Top accounts mentioned or mentioned by** [@diogo70210](/creator/undefined) [@smartonecapital](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@orrdavid](/creator/undefined) [@at50w50882](/creator/undefined) [@andrewcoye](/creator/undefined) [@larryjamieson_](/creator/undefined) [@bsgcap](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@borndwnundr](/creator/undefined) [@o2408o2408](/creator/undefined) [@nestbetter](/creator/undefined) [@gekkoadvisors](/creator/undefined) [@mhansensdca](/creator/undefined) [@continu8n_funds](/creator/undefined) [@bduclaux](/creator/undefined) [@dgmarkoulis](/creator/undefined) [@sadboisumma](/creator/undefined) [@7week_sunday](/creator/undefined) [@bsg_cap](/creator/undefined) **Top assets mentioned** [Heroes of NFT (HON)](/topic/$hon) [ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Honeywell International Inc (HON)](/topic/honeywell) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [General Electric Company (GE)](/topic/$ge) [Crocs, Inc. (CROX)](/topic/$crox) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Raytheon Technologies Corp (RTX)](/topic/$rtx) ### Top Social Posts [#](/creator/twitter::1567617836734119936/posts) --- Top posts by engagements in the last XX hours "Merger fantasy: $DECK buys $CROX with a Heydude divestiture/spinoff as a condition precedent. $DECK could double its earnings with an equally high quality business for less than what it would cost to achieve the same outcome via buybacks"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1948513706666852748) 2025-07-24 22:40:43 UTC 2454 followers, XXX engagements "There are both economic and psychological benefits to owning businesses with consistent share repurchase programs. Even when the share price declines I feel that I'm better for it. $DECK $CPH.TO $ALSN"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945234819790549015) 2025-07-15 21:31:36 UTC 2450 followers, 1294 engagements "Caffeine + nicotine + creatine = business analysis machine"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947860057187823819) 2025-07-23 03:23:21 UTC 2447 followers, XXX engagements "$HON long-term debt is a thing of beauty. Low rates long dates"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947172438825140425) 2025-07-21 05:51:00 UTC 2454 followers, 1418 engagements "Half of the thread that I just wrote on $GLIBK didn't post and is now gone. But the other important point in the thread was that management contemplate using the venture group tracking stock as currency for acquisitions:"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945773555117085076) 2025-07-17 09:12:20 UTC 2450 followers, 1080 engagements "Interested to see how $GLIBA and $GLIBK begin trading tomorrow. Write-up in the usual place"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1944940470674841979) 2025-07-15 02:01:58 UTC 2451 followers, 2171 engagements "Both the problem and the opportunity with $HON is really made evident when you actually try to learn more about one of its segments. There's an information inefficiency caused by the consolidated reporting. There's not enough specific information for each of its segments"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947836677332103518) 2025-07-23 01:50:27 UTC 2454 followers, XXX engagements "Thinking aloud on some different ways to play the $HON spinoff. 1) Buy stock now and benefit from reval of all X spins to peer P/FCF multiples. 2) Purchase LEAPS and benefit from reval of all X spins with leverage. (1/n)"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945350701464609129) 2025-07-16 05:12:04 UTC 2450 followers, 1889 engagements "Relatively equal in quality but without the growth of HOKA and UGG obviously"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1948514080526139425) 2025-07-24 22:42:13 UTC 2454 followers, XXX engagements "Some peer analysis for comparable businesses listed by $ALSN management in the Q1'25 investor relations presentation. Seems like the fear of electrification is really depressing $ALSN's valuation. Perhaps unduly so. (ROTA = return on tangible assets)"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947083940000682492) 2025-07-20 23:59:21 UTC 2448 followers, XXX engagements "I wouldn't be surprised if Chris Hohn ends up owning Honeywell aerospace. Seems like his kind of business - mission critical software and components for aircraft with pricing power. Unless he doesn't buy competitors to his current holdings"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1948155378619072900) 2025-07-23 22:56:51 UTC 2454 followers, 2377 engagements "$HON spin of its aerospace division is interesting. Whole biz trades at P/FCF of 17X. Aerospace div is most profitable division. Capital light with FCF conversion of XX% and ROA of 23%. According to management comparable biz's for aero include $GE $TDG & $RTX. (1/2)"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1943515910213415282) 2025-07-11 03:41:16 UTC 2454 followers, 34.2K engagements "My napkin math estimate for $HON value post spinoff"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1944543383638393194) 2025-07-13 23:44:05 UTC 2450 followers, 1820 engagements "@orrdavid Hey David. Did you read or listen to anything in particular to get across Druck's ideas Appreciate any resources you can recommend. Thank you"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1948224778126713319) 2025-07-24 03:32:38 UTC 2448 followers, XXX engagements "More potential value unlock for $HON shareholders via Quantinuum IPO"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947846050217398542) 2025-07-23 02:27:42 UTC 2454 followers, XXX engagements "Ordinarily with merger arbitrage there's a risk that the deal could fail causing the initial rise in the acquirer's/target's stock to fall back to its pre-merger announcement price. But what happens when the market ascribes no value at all to the deal $ALSN"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947382103186018506) 2025-07-21 19:44:08 UTC 2450 followers, XXX engagements "Am I crazy or are there $HON stock warrants listed on the Frankfurt stock exchange when you search Honeywell in IBKR"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1943934245250249091) 2025-07-12 07:23:35 UTC 2450 followers, 1439 engagements "The $GE spinoff seems like a decent guide to how the $HON spinoff might turn out. Turned out very well for $GE"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1944642320269217821) 2025-07-14 06:17:13 UTC 2450 followers, XXX engagements "1) In You can be a Stock Market Genius Greenblatt discusses the Liberty Media ("LM") spinoff from Tele-Communications ("TC") calling it "one of the great spinoff opportunities of all time". Investors in the spinoff earned 10x their investment in less than X years. (2/n)"  [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945308636730843214) 2025-07-16 02:24:55 UTC 2448 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.]
Divergent Capital posts on X about $hon, hon, $alsn, honeywell the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence stocks XXXXX% cryptocurrencies XXXXX% finance XXXX% exchanges XXXX%
Social topic influence $hon 11.76%, hon 5.88%, $alsn 4.41%, honeywell #36, $deck 2.94%, $glibk 2.94%, $ge 2.94%, $crox 1.47%, $cphto 1.47%, nicotine XXXX%
Top accounts mentioned or mentioned by @diogo70210 @smartonecapital @sfarringtonbkc @orrdavid @at50w50882 @andrewcoye @larryjamieson_ @bsgcap @joinyellowbrick @borndwnundr @o2408o2408 @nestbetter @gekkoadvisors @mhansensdca @continu8n_funds @bduclaux @dgmarkoulis @sadboisumma @7week_sunday @bsg_cap
Top assets mentioned Heroes of NFT (HON) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Honeywell International Inc (HON) Deckers Outdoor, Corp. (DECK) General Electric Company (GE) Crocs, Inc. (CROX) TransDigm Group, Inc. (TDG) Raytheon Technologies Corp (RTX)
Top posts by engagements in the last XX hours
"Merger fantasy: $DECK buys $CROX with a Heydude divestiture/spinoff as a condition precedent. $DECK could double its earnings with an equally high quality business for less than what it would cost to achieve the same outcome via buybacks" @Divergent7651 on X 2025-07-24 22:40:43 UTC 2454 followers, XXX engagements
"There are both economic and psychological benefits to owning businesses with consistent share repurchase programs. Even when the share price declines I feel that I'm better for it. $DECK $CPH.TO $ALSN" @Divergent7651 on X 2025-07-15 21:31:36 UTC 2450 followers, 1294 engagements
"Caffeine + nicotine + creatine = business analysis machine" @Divergent7651 on X 2025-07-23 03:23:21 UTC 2447 followers, XXX engagements
"$HON long-term debt is a thing of beauty. Low rates long dates" @Divergent7651 on X 2025-07-21 05:51:00 UTC 2454 followers, 1418 engagements
"Half of the thread that I just wrote on $GLIBK didn't post and is now gone. But the other important point in the thread was that management contemplate using the venture group tracking stock as currency for acquisitions:" @Divergent7651 on X 2025-07-17 09:12:20 UTC 2450 followers, 1080 engagements
"Interested to see how $GLIBA and $GLIBK begin trading tomorrow. Write-up in the usual place" @Divergent7651 on X 2025-07-15 02:01:58 UTC 2451 followers, 2171 engagements
"Both the problem and the opportunity with $HON is really made evident when you actually try to learn more about one of its segments. There's an information inefficiency caused by the consolidated reporting. There's not enough specific information for each of its segments" @Divergent7651 on X 2025-07-23 01:50:27 UTC 2454 followers, XXX engagements
"Thinking aloud on some different ways to play the $HON spinoff. 1) Buy stock now and benefit from reval of all X spins to peer P/FCF multiples. 2) Purchase LEAPS and benefit from reval of all X spins with leverage. (1/n)" @Divergent7651 on X 2025-07-16 05:12:04 UTC 2450 followers, 1889 engagements
"Relatively equal in quality but without the growth of HOKA and UGG obviously" @Divergent7651 on X 2025-07-24 22:42:13 UTC 2454 followers, XXX engagements
"Some peer analysis for comparable businesses listed by $ALSN management in the Q1'25 investor relations presentation. Seems like the fear of electrification is really depressing $ALSN's valuation. Perhaps unduly so. (ROTA = return on tangible assets)" @Divergent7651 on X 2025-07-20 23:59:21 UTC 2448 followers, XXX engagements
"I wouldn't be surprised if Chris Hohn ends up owning Honeywell aerospace. Seems like his kind of business - mission critical software and components for aircraft with pricing power. Unless he doesn't buy competitors to his current holdings" @Divergent7651 on X 2025-07-23 22:56:51 UTC 2454 followers, 2377 engagements
"$HON spin of its aerospace division is interesting. Whole biz trades at P/FCF of 17X. Aerospace div is most profitable division. Capital light with FCF conversion of XX% and ROA of 23%. According to management comparable biz's for aero include $GE $TDG & $RTX. (1/2)" @Divergent7651 on X 2025-07-11 03:41:16 UTC 2454 followers, 34.2K engagements
"My napkin math estimate for $HON value post spinoff" @Divergent7651 on X 2025-07-13 23:44:05 UTC 2450 followers, 1820 engagements
"@orrdavid Hey David. Did you read or listen to anything in particular to get across Druck's ideas Appreciate any resources you can recommend. Thank you" @Divergent7651 on X 2025-07-24 03:32:38 UTC 2448 followers, XXX engagements
"More potential value unlock for $HON shareholders via Quantinuum IPO" @Divergent7651 on X 2025-07-23 02:27:42 UTC 2454 followers, XXX engagements
"Ordinarily with merger arbitrage there's a risk that the deal could fail causing the initial rise in the acquirer's/target's stock to fall back to its pre-merger announcement price. But what happens when the market ascribes no value at all to the deal $ALSN" @Divergent7651 on X 2025-07-21 19:44:08 UTC 2450 followers, XXX engagements
"Am I crazy or are there $HON stock warrants listed on the Frankfurt stock exchange when you search Honeywell in IBKR" @Divergent7651 on X 2025-07-12 07:23:35 UTC 2450 followers, 1439 engagements
"The $GE spinoff seems like a decent guide to how the $HON spinoff might turn out. Turned out very well for $GE" @Divergent7651 on X 2025-07-14 06:17:13 UTC 2450 followers, XXX engagements
"1) In You can be a Stock Market Genius Greenblatt discusses the Liberty Media ("LM") spinoff from Tele-Communications ("TC") calling it "one of the great spinoff opportunities of all time". Investors in the spinoff earned 10x their investment in less than X years. (2/n)" @Divergent7651 on X 2025-07-16 02:24:55 UTC 2448 followers, XXX engagements
/creator/x::Divergent7651