# ![@Divergent7651 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1567617836734119936.png) @Divergent7651 Divergent Capital

Divergent Capital posts on X about $cphto, in the, $haypp, acquisition the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1567617836734119936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567617836734119936/c:line/m:interactions.svg)

- [--] Week [------] +28%
- [--] Month [-------] +207%
- [--] Months [---------] +543%
- [--] Year [---------] -31%

### Mentions: [--] [#](/creator/twitter::1567617836734119936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567617836734119936/c:line/m:posts_active.svg)

- [--] Week [--] -5.20%
- [--] Month [---] -1.60%
- [--] Months [---] +110%
- [--] Year [---] +134%

### Followers: [-----] [#](/creator/twitter::1567617836734119936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567617836734119936/c:line/m:followers.svg)

- [--] Week [-----] +1.60%
- [--] Month [-----] +5.20%
- [--] Months [-----] +41%
- [--] Year [-----] +60%

### CreatorRank: [-------] [#](/creator/twitter::1567617836734119936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1567617836734119936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  31.58% [stocks](/list/stocks)  31.58% [countries](/list/countries)  9.02% [cryptocurrencies](/list/cryptocurrencies)  6.02% [technology brands](/list/technology-brands)  4.51% [currencies](/list/currencies)  3.01% [social networks](/list/social-networks)  2.26% [exchanges](/list/exchanges)  1.5% [nhl](/list/nhl)  0.75% [nba](/list/nba)  0.75%

**Social topic influence**
[$cphto](/topic/$cphto) 23.31%, [in the](/topic/in-the) 12.78%, [$haypp](/topic/$haypp) 12.03%, [acquisition](/topic/acquisition) 10.53%, [business](/topic/business) 9.02%, [$alsn](/topic/$alsn) #39, [$chtr](/topic/$chtr) #13, [$dan](/topic/$dan) 6.77%, [share](/topic/share) 6.02%, [products](/topic/products) #3970

**Top accounts mentioned or mentioned by**
[@fifteencagr](/creator/undefined) [@cornerstone127s](/creator/undefined) [@spacewalk0](/creator/undefined) [@donttagme6969](/creator/undefined) [@cparyse86296](/creator/undefined) [@nike__loss](/creator/undefined) [@blondesnmoney](/creator/undefined) [@discountedtr](/creator/undefined) [@rorschachstocks](/creator/undefined) [@pedrolamento](/creator/undefined) [@playerzerozero1](/creator/undefined) [@smallcapdiscoveries](/creator/undefined) [@sebkrog](/creator/undefined) [@valueinvestjpn](/creator/undefined) [@sowingalphaseed](/creator/undefined) [@alvarogomezolea](/creator/undefined) [@thomas_clay](/creator/undefined) [@vagabondrtw](/creator/undefined) [@kafka7invest](/creator/undefined) [@tidefallcapital](/creator/undefined)

**Top assets mentioned**
[ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Charter Communications Inc (CHTR)](/topic/$chtr) [Dana Incorporated (DAN)](/topic/$dan) [Heroes of NFT (HON)](/topic/$hon) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Snap, Inc. (SNAP)](/topic/$snap) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [LandBridge Company LLC (LB)](/topic/$lb) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [AT&T Inc. (T)](/topic/$t) [Verizon Communications Inc. (VZ)](/topic/$vz) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [General Electric Company (GE)](/topic/$ge) [Miami International Holdings, Inc. (MIAX)](/topic/$miax) [Metadium (META)](/topic/$meta) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Honeywell International Inc (HON)](/topic/honeywell) [Nexstar Media Group, Inc. Class A Common Stock (NXST)](/topic/$nxst) [Altria Group Inc (MO)](/topic/$mo) [Crocs, Inc. (CROX)](/topic/$crox) [Trump Derangement Syndrome (TDS)](/topic/$tds)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Is it just me or is $Haypp's management's commentary on the business's results completely at odds with the actual figures and trend of its key business metrics [--]. Commentary: "Highest number of quarterly active consumers. at [---] thousand". Reality: active customers in the growth markets segment declined 15% YoY from [------] in FY24 to [------] in FY25. 2) Commentary: "Further retention rate improvement". Reality: If retention truly improved year-over-year the active customer count would not have collapsed by 15% annually. 3) Commentary: "US and UK were strong drivers with NP volumes up 97% and"  
[X Link](https://x.com/Divergent7651/status/2023133422760382553)  2026-02-15T20:32Z [----] followers, [----] engagements


"What's your best idea/top position right now"  
[X Link](https://x.com/Divergent7651/status/1993924552955711924)  2025-11-27T06:07Z [----] followers, 19.7K engagements


"Some thoughts on the issue of insider selling by $SNAP's CEO Evan Spiegel: 1) In TTM Spiegel sold [--] million shares with a gross value of $32 million. 2) The TTM sales represent 2.8% of his total economic interest in the company. Spiegel retains equity exposure consisting of 129M shares with a market value of $625M. 3) Spiegel's annual compensation consists of:- a) Base salary: $1. b) Annual cash bonuses ("Non-Equity Incentive Plan Compensation"): $0. c) "All Other" compensation: $3.3M - $4.25M in personal security costs (paid directly to security firm) and limited personal use of corporate"  
[X Link](https://x.com/Divergent7651/status/2022965278603375008)  2026-02-15T09:24Z [----] followers, 19.6K engagements


"I sometimes think that $Haypp is a business that sounds great on paper but doesn't work in practice. It's supposed to be a brand agnostic platform whose value propositions are price assortment and convenience. But when Zyn is unavailable US customers churn off the platform. This seems to indicate that (1) customers don't value the platform they value the availability of Zyn; and (2) Haypp is unable (contrary to management's narrative) to get customers to try new products and cross-sell them. This seems to indicate that in the US market Haypp is currently just another pipeline for Zyn as"  
[X Link](https://x.com/Divergent7651/status/2022982126824808674)  2026-02-15T10:31Z [----] followers, [----] engagements


"Well you're talking about different methods for financing living expenses which I think is a matter of personal preference. For example he might prefer not to collateralize the stock given how volatile it is. And if he had done that in the past it would not have worked out well for him given the price decline whereas the sales are inconsequential relative to his remaining stake. https://twitter.com/i/web/status/2022984594774262172 https://twitter.com/i/web/status/2022984594774262172"  
[X Link](https://x.com/Divergent7651/status/2022984594774262172)  2026-02-15T10:41Z [----] followers, [---] engagements


"Funny that gymbros on instragram reels were ahead of the curve on this. They take cialis before the gym and the vasodilation gives you a better pump. Contrary to popular belief you won't get an erection after taking cialis if there's no sexual stimulation. Im [--] days into a 30-day tadalafil experiment after seeing a few other X fitness peeps talk about it Will share my experiences once done. https://t.co/ufh9jjbTc8 Im [--] days into a 30-day tadalafil experiment after seeing a few other X fitness peeps talk about it Will share my experiences once done. https://t.co/ufh9jjbTc8"  
[X Link](https://x.com/Divergent7651/status/2023250550515728653)  2026-02-16T04:18Z [----] followers, [----] engagements


"Indian competition regulator has approved $ALSN $DAN merger. Approvals in Austria Brazil and India to date. Poland and U.S. pending. Thesis is approvals likely due to:- 1) Low product overlap; and 2) Low geographic sales overlap. https://www.devdiscourse.com/article/business/3621022-cci-approves-allison-transmissions-acquisition-of-danas-off-highway-business https://www.devdiscourse.com/article/business/3621022-cci-approves-allison-transmissions-acquisition-of-danas-off-highway-business"  
[X Link](https://x.com/Divergent7651/status/1965924430460411971)  2025-09-10T23:44Z [----] followers, [----] engagements


"$GLIBK setup is a little reminiscent of $CPH.TO. 1) Downside protection from a stable cash-generative legacy business that's dominant in its niche 2) Insider ownership with a good capital allocator 3) Upside optionality from tax shield decreasing capex and acquisitions"  
[X Link](https://x.com/Divergent7651/status/1982947427712999922)  2025-10-27T23:08Z [----] followers, [----] engagements


"Assuming completion of Alaska Plan not delayed estimate that $GLIBK will generate $910M cumulative FCF over next [--] years factoring in capex reduction and tax shield. That's 86% of the current equity value and 43% of the EV in the hands of John Malone. (1/n)"  
[X Link](https://x.com/Divergent7651/status/1984351701932159210)  2025-10-31T20:08Z [----] followers, [----] engagements


"John Malone's ownership of $GLIBA and $GLIBK has increased from 6.8% and 4.7% as at the date of the prospectus to 9.1% and 5.4% as at [--] November [----] per the rights offering S1"  
[X Link](https://x.com/Divergent7651/status/1986203828946149432)  2025-11-05T22:47Z [----] followers, [----] engagements


"$ALSN pro forma cash flow factoring in $DAN acquisition - Form 8-K dated 07/11/'25. $987M FCF (Net income + D&A + amortisation + acquisition costs - capex + synergies). 14.5% FCF yield on current market cap. Share price = $81.73. 10x FCF =$118. 12x FCF = $142"  
[X Link](https://x.com/Divergent7651/status/1989485967326261282)  2025-11-15T00:09Z [----] followers, [----] engagements


"Three special situations that I have on the go right now: 1) $ALSN $DAN merger arbitrage. $ALSN gains $280M FCF from deal. All regulatory approvals now obtained. Subject to finance. Pro forma combined TTM FCF of $987M. 10x multiple = $118.58 per share vs $84.32 now. (1/3)"  
[X Link](https://x.com/Divergent7651/status/1992037786338361474)  2025-11-22T01:09Z [----] followers, [----] engagements


"Just posted a new write-up that's free to read in the usual place. $ALSN $DAN"  
[X Link](https://x.com/Divergent7651/status/1992783811416092953)  2025-11-24T02:34Z [----] followers, [----] engagements


"More to come hopefully. $ALSN"  
[X Link](https://x.com/Divergent7651/status/1998904328107733154)  2025-12-10T23:55Z [----] followers, [---] engagements


"Loosely thinking about a basket of stocks with abysmal sentiment high FCF yield decent share repurchase yield and/or dividend yield and potential near-term catalysts for valuation re-rating. Some ideas: 1) $ALSN 2) $CHTR 3) $CMCSA 4) $NXST 5) $MO 6) $CROX"  
[X Link](https://x.com/Divergent7651/status/1999361002786418706)  2025-12-12T06:09Z [----] followers, [----] engagements


"$ALSN - $DANA inc merger catalyst. Increases FCF expands On-Highway segment geography beyond NA additional EV products. $CHTR - Cox merger + completion of major capex cycle significantly increases FCFs. $CMCSA - Versant cable spinoff. May alleviate conglomerate discount"  
[X Link](https://x.com/Divergent7651/status/1999361983838323207)  2025-12-12T06:13Z [----] followers, [---] engagements


"$CHTR executive team "alignment scores" (equity ownership in dollars / annual base compensation) for FY24. Kudos to @blondesnmoney for coming up with the metric. Score of [--] is considered good. CEO's score is [--]. CFO's score is [----]. Charter's CEO Chris Winfrey and CFO Jessica Fischer also have $83.6M and $27M worth of stock and option awards respectively that vest in partial tranches on the achievement and sustainment of stock price hurdles *beginning* at $507. They otherwise expire worthless. Bottom line: the CEO and CFO are aligned with shareholders via significant insider ownership and are"  
[X Link](https://x.com/Divergent7651/status/2008003611595592122)  2026-01-05T02:32Z [----] followers, [----] engagements


"I'm now a cable cowboy. $CHTR $CMCSA $GLIBK"  
[X Link](https://x.com/Divergent7651/status/2008286028965286005)  2026-01-05T21:14Z [----] followers, [----] engagements


"What are your best themes and individual stock ideas for 2026"  
[X Link](https://x.com/Divergent7651/status/2008379132682571829)  2026-01-06T03:24Z [----] followers, [----] engagements


"Best spectrum asset monetisation plays"  
[X Link](https://x.com/Divergent7651/status/2008750530521395254)  2026-01-07T04:00Z [----] followers, [----] engagements


"Bought some $TDS. Interested to hear thoughts on position sizing"  
[X Link](https://x.com/Divergent7651/status/2008999032178503758)  2026-01-07T20:27Z [----] followers, [----] engagements


"Sold half my $Haypp position and will use the proceeds to purchase $TPB. Spreading out my bets on the nicotine pouch trend. Still consider these two as the best exposure at current prices though I'm open to suggestions. Not really that impressed with $Haypp's execution thus far although it's early days. $TPB on the other hand are killing it with FRE and ALP and still have some near term catalysts to benefit from like the onshoring of manufacturing. https://twitter.com/i/web/status/2009012546502840821 https://twitter.com/i/web/status/2009012546502840821"  
[X Link](https://x.com/Divergent7651/status/2009012546502840821)  2026-01-07T21:21Z [----] followers, [----] engagements


"Bought some $LB"  
[X Link](https://x.com/Divergent7651/status/2009664413931048970)  2026-01-09T16:31Z [----] followers, [----] engagements


"Thinking of following Murray Stahl into $MIAX. Hes made some recent purchases around this price"  
[X Link](https://x.com/Divergent7651/status/2010177801362796963)  2026-01-11T02:31Z [----] followers, [----] engagements


"Legal research providers have taken a bit of a dive. Could be interesting. $RELX $TRI $WKL"  
[X Link](https://x.com/Divergent7651/status/2010213009369772452)  2026-01-11T04:51Z [----] followers, [----] engagements


"I've discussed previously how $JPXGY has a policy of directly intervening in the Japanese public securities market by nudging publicly listed companies to return capital to shareholders and improve their market values and how these initiatives directly benefit $JPXGY's revenues and earnings. An argument could probably be made that these initiatives have the potential to create an apparent or actual conflict between $JPXGY's regulatory functions and its profit interest which is probably why other exchanges don't do this. It's somewhat self-serving. Hence $JPXGY's direct intervention approach"  
[X Link](https://x.com/Divergent7651/status/2010496304334745985)  2026-01-11T23:37Z [----] followers, [---] engagements


"Latest Horizon Kinetics letter is 🤌 https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf https://horizonkinetics.com/app/uploads/Founders-Letter-2026_Final.pdf"  
[X Link](https://x.com/Divergent7651/status/2010503034724605968)  2026-01-12T00:04Z [----] followers, 29.8K engagements


"I'm putting this out there now for my own psychological benefit. $LB is a permanent holding. Meaning forever. Will never sell it. If I ever mention anything about selling it please strike me down. https://twitter.com/i/web/status/2010506445574508740 https://twitter.com/i/web/status/2010506445574508740"  
[X Link](https://x.com/Divergent7651/status/2010506445574508740)  2026-01-12T00:17Z [----] followers, 24.3K engagements


"@fifteenCAGR Read this post and its comments and then read the Horizon Kinetics letter that's referred to in the comments. https://x.com/ragingbullcap/status/1845857110434754614s=20 $LB By far my biggest mistake this year was getting wind that Murray Stahl was heavily invested in an upcoming IPO with an abundance of similarities to $TPL watching it surge on the IPO date and deciding I'd wait for a pullback to add because I couldn't stomach buying something https://t.co/FNXULQsnsW https://x.com/ragingbullcap/status/1845857110434754614s=20 $LB By far my biggest mistake this year was getting"  
[X Link](https://x.com/Divergent7651/status/2010536731167392035)  2026-01-12T02:18Z [----] followers, [----] engagements


"@fifteenCAGR Horizon Kinetics letter available here: https://imonkey-files.s3-us-west-1.amazonaws.com/Q1-2023-Commentary_FINAL.pdf https://imonkey-files.s3-us-west-1.amazonaws.com/Q1-2023-Commentary_FINAL.pdf"  
[X Link](https://x.com/Divergent7651/status/2010537135728894123)  2026-01-12T02:19Z [----] followers, [---] engagements


"Bought some $MIAX. 5% position"  
[X Link](https://x.com/Divergent7651/status/2010869689438834750)  2026-01-13T00:21Z [----] followers, [----] engagements


"On the issue of $CHTR's subscriber churn and competition for broadband subscribers among cable vs fixed wireless access ("FWA") vs fiber products I think the below excerpt (taken from @cornerstone127's writeup) is a key insight. 1) Cable more than satisfies the internet needs of the average household. 2) Fiber products offer superior but irrelevant and unnecessary performance. Great for a niche of professional gamers and professionals working from home but not the average household. 3) Charter's existing network upgrade is closing the performance gap between cable and fiber and remains"  
[X Link](https://x.com/Divergent7651/status/2011964193415839878)  2026-01-16T00:50Z [----] followers, 24.7K engagements


"Decreased my $CHTR position at a small loss from 5% to 3%. Was a little overzealous with my initial position sizing. Keeping an open mind on this one"  
[X Link](https://x.com/Divergent7651/status/2012262911494996123)  2026-01-16T20:37Z [----] followers, [----] engagements


"Three of Murray Stahl's important insights on land: 1) Land is the only perpetual business asset; 2) Land becomes more scarce over time; 3) Land can serve different progressively higher-value functions over time. There appears to be a new higher value function that $TPL's land can now serve - data centres and power generation. I guess the difficult part is determining: (1) What's that future value worth now; and (2) Is that value already reflected in today's price. Or if that's too difficult you could just sidecar Murray Stahl who's been purchasing $TPL shares as recently as [--] Jan '26 at"  
[X Link](https://x.com/Divergent7651/status/2013449429869830203)  2026-01-20T03:12Z [----] followers, [----] engagements


"$RCI.B is kinda interesting. Canada's largest telco company. Trades at trough valuation like the rest of the industry but maintains modest topline growth. Market seems to be ignoring the Canadian sports franchise assets that are hidden within the business. $RCI.B owns 75% of Maple Leaf Sports and Entertainment Ltd (MLSE) which owns the Toronto Maple Leafs (NHL) Toronto Raptors (NBA) Toronto FC (MLS) the Toronto Argonauts (CFL) various minor league teams and the Scotiabank Arena. Management estimate the value of their 75% stake in MLSE at $15B CAD which is 28% of $RCI.B's $64150M CAD"  
[X Link](https://x.com/Divergent7651/status/2013718739200729123)  2026-01-20T21:02Z [----] followers, [----] engagements


"Missed out on [--] bagging a small amount of money I had in $ALSN [--] Feb [--] $105 calls that I bought for $0.55 that are now worth $7.20 due to impatience and doubting myself"  
[X Link](https://x.com/Divergent7651/status/2013932467112280251)  2026-01-21T11:11Z [----] followers, [----] engagements


"Sequoia Fund owns $CHTR and agrees with the view that the long-term economics of FWA are unsustainable for providers. Excerpt from their [--] Jan '25 letter. https://www.sequoiafund.com/wp-content/uploads/2025/01/Year-End-2024-Sequoia-Fund-Investor-Letter.pdf On the issue of $CHTR's subscriber churn and competition for broadband subscribers among cable vs fixed wireless access ("FWA") vs fiber products I think the below excerpt (taken from @cornerstone127's writeup) is a key insight. 1) Cable more than satisfies the internet needs https://t.co/6QL10IlAhf"  
[X Link](https://x.com/Divergent7651/status/2015226573176357204)  2026-01-25T00:53Z [----] followers, 17.4K engagements


"Some good discussion of the competitive dynamics in the broadband industry in the below article: $CMCSA $CHTR $T $VZ https://ltir.substack.com/p/charter-communications-deep-dive-9b7 https://ltir.substack.com/p/charter-communications-deep-dive-9b7"  
[X Link](https://x.com/Divergent7651/status/2015314691120341387)  2026-01-25T06:43Z [----] followers, [----] engagements


"A new theme/playbook that I've been experimenting with recently is finding stocks that:- 1) Are perceived by the market as declining or stagnant; 2) Have a growing business segment a hidden unpriced asset or an upcoming catalyst (e.g. merger spinoff asset sales significant share repurchases turnaround efforts etc); 3) Have LEAPs available with a low implied volatility which (a) indicates that the market views a significant change in the business's value during the term of the option as unlikely despite point (2) above; and (b) means that the options are cheap. This disconnect between market"  
[X Link](https://x.com/Divergent7651/status/2015582313418256732)  2026-01-26T00:27Z [----] followers, [----] engagements


"I was too busy focusing on cable and didn't think of the fact that scaling FWA has nearly 60%+ incremental EBITDA margins for providers as it uses existing infrastructure"  
[X Link](https://x.com/Divergent7651/status/2017381046476775477)  2026-01-30T23:34Z [----] followers, [----] engagements


"If you like ASTS or Starlink via $SATS why would you not also own $IRDM IRDM has the same economic characteristics as SATS and Starlink (i.e. front loaded capex near-zero marginal costs producing very high margin incremental earnings) though with different target markets (Broadband is not a focus for $IRDM) supported by its unique competitive advantages (L Band Spectrum). $IRDM has already built and launched its constellation of satellites and won't need to replace them until [----]. Replacement cost of the constellation is $3B versus $400M in annual FCF generation with management recently"  
[X Link](https://x.com/Divergent7651/status/2018138774119792675)  2026-02-02T01:45Z [----] followers, [----] engagements


"Increased $CHTR at $187 and $212. Now 5% up from 3.3%. Increased $RCI.B and Jul [--] '27 [--] calls. Now 7% cumulatively. If you like the $VOD or $VZ common & LEAPs combo you should really be looking at $RCI.B. Will post more about this soon. Bought $IRDM and IRDM Jul17'26 [--] Call. 3% cumulatively. https://twitter.com/i/web/status/2018424536526668278 https://twitter.com/i/web/status/2018424536526668278"  
[X Link](https://x.com/Divergent7651/status/2018424536526668278)  2026-02-02T20:41Z [----] followers, [----] engagements


"Can anyone recommend any genetic lineage/ancestry enzyme intelligence or other tests you can take that are helpful for understanding yourself and your unique characteristics"  
[X Link](https://x.com/Divergent7651/status/2018432815050960901)  2026-02-02T21:14Z [----] followers, [---] engagements


"I like this style of thinking. Any other low IV + cheap LEAPs + unpriced catalyst plays out there Some that I own: $RCI.B $HON $VOD $CMCSA. $ASTS Verizon plans to reduce capex substantially moving forward. Plans to return 30% of market cap value back to shareholders over the next [--] years via buybacks and dividends. Although I believe Vodafone is the best MNO opportunity the Verizon LEAPs are cheap a nice sideplay https://t.co/ufUJ4lvSyn $ASTS Verizon plans to reduce capex substantially moving forward. Plans to return 30% of market cap value back to shareholders over the next [--] years via"  
[X Link](https://x.com/Divergent7651/status/2018600541946105866)  2026-02-03T08:20Z [----] followers, [----] engagements


"@DiscountedTr I have nothing against David. Dont know much about the guy. But I saw his seeking alpha write ups multiple of his longs went bankrupt or lost like 99% of their market value"  
[X Link](https://x.com/Divergent7651/status/2018943493020995974)  2026-02-04T07:03Z [----] followers, 27K engagements


"@RorschachStocks What's the angle on $CCOI"  
[X Link](https://x.com/Divergent7651/status/2020017829651837082)  2026-02-07T06:12Z [----] followers, [---] engagements


"$T Jun17'27 $30 Calls look cheap at $1.79 per contract. I like this style of thinking. Any other low IV + cheap LEAPs + unpriced catalyst plays out there Some that I own: $RCI.B $HON $VOD $CMCSA. I like this style of thinking. Any other low IV + cheap LEAPs + unpriced catalyst plays out there Some that I own: $RCI.B $HON $VOD $CMCSA"  
[X Link](https://x.com/Divergent7651/status/2020758200237301801)  2026-02-09T07:14Z [----] followers, [----] engagements


"$SNAP - I see the vision. My girlfriend has 10+ years worth of memories (photos videos) saved to her snapchat but not her mobile. Would be a monumental task to individually save all of those memories. Is it worth paying $3.99 a month to keep all those memories and avoid the inconvenience of having to save them I think so. https://twitter.com/i/web/status/2021034793899786290 https://twitter.com/i/web/status/2021034793899786290"  
[X Link](https://x.com/Divergent7651/status/2021034793899786290)  2026-02-10T01:33Z [----] followers, [----] engagements


"Bought some $SNAP common @ $5.29 and some Jan2128 $7 calls @ $1.61. 5% cumulative position"  
[X Link](https://x.com/Divergent7651/status/2021238688806539455)  2026-02-10T15:03Z [----] followers, [----] engagements


"Bought some $SOLS at $79.32. 2.2% currently. Will take it up to 3.3% next session. Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the value chain from miners to enrichers Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday so Im also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every part of the"  
[X Link](https://x.com/Divergent7651/status/2022180189753798918)  2026-02-13T05:25Z [----] followers, [----] engagements


"Gemini is trialling a new feature where the LLM draws on your previous conversations to customise your experience. But what its actually doing is coming up with completely irrelevant throw away references to previous conversations. I asked it about a supplement stack and at the end it threw in this gem: Since you're familiar with the Capital Cycle Im paying for this https://twitter.com/i/web/status/2022247872058855614 https://twitter.com/i/web/status/2022247872058855614"  
[X Link](https://x.com/Divergent7651/status/2022247872058855614)  2026-02-13T09:53Z [----] followers, [---] engagements


"My $IRDM calls are up 104.55% in a single day. Might be the biggest single day gain on any individual position that I've had. Small position relative to the port though. Increased $CHTR at $187 and $212. Now 5% up from 3.3%. Increased $RCI.B and Jul [--] '27 [--] calls. Now 7% cumulatively. If you like the $VOD or $VZ common & LEAPs combo you should really be looking at $RCI.B. Will post more about this soon. Bought $IRDM and IRDM Jul17'26 [--] Increased $CHTR at $187 and $212. Now 5% up from 3.3%. Increased $RCI.B and Jul [--] '27 [--] calls. Now 7% cumulatively. If you like the $VOD or $VZ common &"  
[X Link](https://x.com/Divergent7651/status/2022050672926134553)  2026-02-12T20:50Z [----] followers, [----] engagements


"Horizon Kinetics owns $JPXGY in its inflation beneficiaries ETF. Interesting"  
[X Link](https://x.com/Divergent7651/status/2010861707527405709)  2026-01-12T23:49Z [----] followers, [----] engagements


"Bought more $SNAP at $5. Now a 6% position including common and LEAPs. $SNAP is at a profitability inflection point due to the growth in its "other revenues". This category includes Snapchat+ Lens+ Snapchat Platinum and Memories Storage Plans. Snap does not explicitly disaggregate these products. Other revenues for FY25 were $745M up 67% YoY with Q4'25 at $232M up 22% QoQ equivalent to an annual run-rate of $928M or 18% of FY25 advertising revenues. The memories storage component of other revenues is very interesting. Memories are saved within the app rather than natively on the phone."  
[X Link](https://x.com/Divergent7651/status/2021794750492508217)  2026-02-12T03:53Z [----] followers, 12.9K engagements


"Some other important second order effects arising from $SNAP's revenue mix shifting from advertising revenues to memory storage revenues: 1) Improved Ad Targeting: Subscription billing provides 1st-party data points such as real names addresses billing information etc which bypasses Apple's privacy hurdles; 2) Negative Working Capital: Memory storage subscription revenues are paid for upfront in cash whereas advertising revenues are paid in arrears. These upfront payments can subsidise R&D spending; 3) Hardware Funnel: Memory storage and other paid service subscribers act as a pre-qualified"  
[X Link](https://x.com/Divergent7651/status/2021800248377848121)  2026-02-12T04:15Z [----] followers, [----] engagements


"I may need to implement a new rule for myself requiring that I buy any idea that I think is good enough to post about. $FCX + 46.9% since [--] Oct '25. $TPL +31.8% since [--] Jan. $T Jun17'27 $30 Calls +45.8% since [--] Feb. Didn't buy any of them of course 😅 https://x.com/Divergent7651/status/2020758200237301801s=20 https://x.com/Divergent7651/status/2013449429869830203s=20 https://x.com/Divergent7651/status/1977326172871823550s=20 https://x.com/Divergent7651/status/2020758200237301801s=20 https://x.com/Divergent7651/status/2013449429869830203s=20"  
[X Link](https://x.com/Divergent7651/status/2022417189559754923)  2026-02-13T21:06Z [----] followers, [----] engagements


"@SpaceWalk0 That's exactly my point. They don't matter"  
[X Link](https://x.com/Divergent7651/status/2023104618339975620)  2026-02-15T18:38Z [----] followers, [---] engagements


"@donttagme6969 How so"  
[X Link](https://x.com/Divergent7651/status/2023279516941214048)  2026-02-16T06:13Z [----] followers, [--] engagements


"What is your favourite capital-light compounder business that has the potential to increase revenues and earnings without proportionate reinvestments of capital that's undervalued right now"  
[X Link](https://x.com/anyuser/status/1817709137322713392)  2024-07-28T23:50Z [----] followers, 78K engagements


"ContextVision AB $CONTX.OL is somewhat interesting. $42M USD market cap. Earns high-margin recurring medical imaging software licence revenues. Medical imaging software is embedded in imaging equipment. Revenues last for the equipment lifecycle. Typically [--] years"  
[X Link](https://x.com/anyuser/status/1817719135713030313)  2024-07-29T00:29Z [----] followers, [----] engagements


"$CPH.TO isnt done with its acquisitions Announcement refers to: 1) $25M of $65M credit facility remains available to provide financing to fuel Cipher's continued future growth plans. 2) Cipher plans to launch complementary products to Natroba across the US"  
[X Link](https://x.com/anyuser/status/1817895749033894004)  2024-07-29T12:11Z [----] followers, [----] engagements


"Here are my initial thoughts on $CPH.TO recently announced acquisition. More detailed thoughts to follow on the blog in the coming days. My attempted X thread is completely out of order so this is to supplement that"  
[X Link](https://x.com/anyuser/status/1818138118840897706)  2024-07-30T04:14Z [----] followers, [----] engagements


"Scabies affects 200-400 million people globally annually. If Spinosad patent is only registered in U.S. $CPH.TO has opportunity to sell the drug outside U.S. for full [--] year protection period. E.g. Canada. Prevalence is highest in developing countries too"  
[X Link](https://x.com/anyuser/status/1818444770999517612)  2024-07-31T00:33Z [----] followers, [----] engagements


"Cipher Absorica royalties for [----] were $6.1M USD. If we assume $CPH.TO royalty rate is 10% (figure unknown) then Sun Pharma's Absorica revs were $60M USD. If $CPH.TO brings Absorica in-house and earns a 30% operating margin that's $18M of operating income. Catalyst 5/ The second asset they acquired was the US sales team. This gives them more possibilities. First they can bring their Legacy drugs in house. This would end the relationship with SUN which has been a risk as SUN brought out an own drug as competitor to Absorbica. 5/ The second asset they acquired was the US sales team. This gives"  
[X Link](https://x.com/anyuser/status/1818489333713957314)  2024-07-31T03:30Z [----] followers, [----] engagements


"$CPH.TO market cap: $200M USD. CPH [----] operating income sources: 1) Natroba US: $12M USD 2) Absorica in-house: $18M USD 3) MOB-015 CA + legacy biz: $33.8M USD (per 08/23 SIB) 4) Natroba CA Natroba royalties MOB-015 US Base case total = $63.8M USD. MC/FY27 OI = 3x"  
[X Link](https://x.com/anyuser/status/1818534761864085577)  2024-07-31T06:30Z [----] followers, 10.3K engagements


"Just published some first blush thoughts on $CPH.TO Natroba acquisition on the blog. Not intended to be a deep-dive. Just some reflections on the limited info we have so far. Happy to discuss hope you enjoy and thank you for reading"  
[X Link](https://x.com/anyuser/status/1818849961062330708)  2024-08-01T03:23Z [----] followers, [----] engagements


"To my fellow $CPH.TO holders lets collaborate to research and compile some questions for management for the upcoming Q2 earnings call. Maybe we can send the questions to management as a block in advance of the call to get some useful information about this acquisition"  
[X Link](https://x.com/anyuser/status/1818978215010119765)  2024-08-01T11:52Z [----] followers, [----] engagements


"Thank you to everyone who has read my recent blog post on $CPH.TO Natroba acquisition. Its had a great reception so far. Free to read in the usual place"  
[X Link](https://x.com/anyuser/status/1819537323182510568)  2024-08-03T00:54Z [----] followers, [----] engagements


"Come to think of it Natroba having a 21% market share of the scabies treatment market in the US is not bad considering its only had FDA approval since [----]. It has come into a market dominated by a single product and taken 21% of the market in only [--] years. $CPH.TO"  
[X Link](https://x.com/anyuser/status/1821316001398714742)  2024-08-07T22:42Z [----] followers, [----] engagements


"A sneak peak at my upcoming blog post estimating the value of $CPH.TO sources of operating income post Natroba acquisition. You can't intelligently take advantage of market prices unless you know the approximate value of what you own. Figures are estimates and subject to change"  
[X Link](https://x.com/anyuser/status/1821763690447958154)  2024-08-09T04:21Z [----] followers, [----] engagements


"$CPH.TO earnings call highlights: 1) Permethrin resistance is a global issue. Management believes this will unlock significant revenue and value streams for Natroba. 2) Natroba is the only scabies treatment in the U.S. with a complete cure"  
[X Link](https://x.com/anyuser/status/1821895127964774641)  2024-08-09T13:03Z [----] followers, 16K engagements


"From a message I just sent to a stack subscriber. Just one man's humble opinion. I could be wrong. $HAYPP"  
[X Link](https://x.com/Divergent7651/status/1822428211399348431)  2024-08-11T00:21Z [----] followers, [----] engagements


"$CPH.TO now has the three engines of multi-bag returns working in its favour: 1) Increasing EPS from catalysts - e.g. Natroba U.S. + Canada + global royalties MOB-015 Canada etc 2) A re-rating of the P/E ratio due to earnings growth 3) Decreasing shares out via buybacks"  
[X Link](https://x.com/Divergent7651/status/1822523844113916324)  2024-08-11T06:41Z [----] followers, [----] engagements


"Just finished the final draft of my upcoming blog post revaluing $CPH.TO. Essentially if we expand our time horizon by a few years we see multiple earnings catalysts converging to provide significant additional upside from today's prices. Should be out in the next few days"  
[X Link](https://x.com/anyuser/status/1822834039482692067)  2024-08-12T03:14Z [----] followers, [----] engagements


"I have just published my revised valuation of $CPH.TO in the usual place. The post identifies and estimates Cipher's sources of operating income post-Natroba acquisition for 2024-2031 and emphasises Cipher's current undervaluation relative to its potential future earnings. (1/3)"  
[X Link](https://x.com/anyuser/status/1822879654161838334)  2024-08-12T06:15Z [----] followers, 12.7K engagements


"This is going to lead to more accusations that Im @PedroLamento but Ive sacrificed some $Meta upon the altar of opportunity cost and have averaged up on $Haypp and $CPH.TO"  
[X Link](https://x.com/anyuser/status/1823259926778839051)  2024-08-13T07:26Z [----] followers, [----] engagements


"Now free to read in the usual place. $CPH.TO I have just published my revised valuation of $CPH.TO in the usual place. The post identifies and estimates Cipher's sources of operating income post-Natroba acquisition for 2024-2031 and emphasises Cipher's current undervaluation relative to its potential future earnings. (1/3) https://t.co/4y6aY5ZOMV I have just published my revised valuation of $CPH.TO in the usual place. The post identifies and estimates Cipher's sources of operating income post-Natroba acquisition for 2024-2031 and emphasises Cipher's current undervaluation relative to its"  
[X Link](https://x.com/anyuser/status/1823363727309328689)  2024-08-13T14:19Z [----] followers, [----] engagements


"Anyone interested in my $CPH.TO Q2 [----] earnings call notes Theyre just dot points in a word doc and mostly covered below but useful since theres no transcript right now. $CPH.TO earnings call highlights: 1) Permethrin resistance is a global issue. Management believes this will unlock significant revenue and value streams for Natroba. 2) Natroba is the only scabies treatment in the U.S. with a complete cure. $CPH.TO earnings call highlights: 1) Permethrin resistance is a global issue. Management believes this will unlock significant revenue and value streams for Natroba. 2) Natroba is the"  
[X Link](https://x.com/anyuser/status/1823895683876970565)  2024-08-15T01:33Z [----] followers, [----] engagements


"My $Haypp write-up preview is my first stack post to pass [----] views after being posted on [--] July this year. Thank you to everyone who has read it and offered feedback so far. It doesn't adequately cover regulatory risks though. So keep that in mind if you do read it"  
[X Link](https://x.com/Divergent7651/status/1823921173232836724)  2024-08-15T03:14Z [----] followers, [----] engagements


"Norwegian billionaire businessman Petter Stordalen has acquired a stake in $Haypp. Thanks to @playerzerozero1 https://bnngpt.com/searches/norwegian-investor-petter-stordalen-buys-stake-swedish-wSLZD5N @Divergent7651 This is good. This guy tends to make money. :) https://t.co/StwwKFnKAA https://bnngpt.com/searches/norwegian-investor-petter-stordalen-buys-stake-swedish-wSLZD5N @Divergent7651 This is good. This guy tends to make money. :) https://t.co/StwwKFnKAA"  
[X Link](https://x.com/anyuser/status/1824243784760299809)  2024-08-16T00:36Z [----] followers, [----] engagements


"The masculine urge to start your own Berkshire/Terravest and compound capital at 20%+ for [--] years and change the financial fortunes of the next three generations of your kin"  
[X Link](https://x.com/anyuser/status/1824709841962799271)  2024-08-17T07:28Z [----] followers, 44.2K engagements


"I'm just now learning about CANSLIM. $CPH.TO and $HAYPP came to mind during the section on the supply/demand for shares. Both have less than [--] million shares out and have tight floats due to high insider ownership (Cipher 40%+) and a strong base of large shareholders (Haypp). @Divergent7651 I was very early in my stock evaluation journey and was basically screening using CANSLIM. Paul and Trevor @smallcapdiscoveries have made the below CANSLIM video if you are not familiar. https://t.co/TBfRP2zqOZ @Divergent7651 I was very early in my stock evaluation journey and was basically screening"  
[X Link](https://x.com/anyuser/status/1825276110432829800)  2024-08-18T20:58Z [----] followers, [----] engagements


"For those who traveled abroad when they were in their 20s was it worth it or did it just set you back financially"  
[X Link](https://x.com/anyuser/status/1825376262728122865)  2024-08-19T03:36Z [----] followers, 866.2K engagements


"@SebKrog Im not sure if I want to 😅 but I am considering it"  
[X Link](https://x.com/Divergent7651/status/1825376867417030865)  2024-08-19T03:38Z [----] followers, 33.3K engagements


"@ValueInvestJpn My first trip as an adult was Japan earlier this year. Loved it and miss being there"  
[X Link](https://x.com/Divergent7651/status/1825379430564614191)  2024-08-19T03:49Z [----] followers, 32.4K engagements


"Chris puts more detail on the same conclusion I reached - if you expand your time horizon out just a few years $CPH.TO is still cheap relative to its future earnings notwithstanding the recent run up. $CPH.TO $CPHRF So just looking at the business today we have 1) $13M of ebitda from the legacy business 2) $13M from ParaPro. Subtract out $2.8M of interest expense $1M of SBC and fully tax it at 25% and we have earnings of $16.7M or [--] cents a share. $CPH.TO $CPHRF So just looking at the business today we have 1) $13M of ebitda from the legacy business 2) $13M from ParaPro. Subtract out $2.8M"  
[X Link](https://x.com/anyuser/status/1826414833765634471)  2024-08-22T00:23Z [----] followers, [----] engagements


"Whats the highest weighting youve ever had for a single investment For me it was 50% in $META at cost in 2022"  
[X Link](https://x.com/Divergent7651/status/1826441923491758357)  2024-08-22T02:11Z [----] followers, 20.1K engagements


"For those who have had multi-baggers on average how long did it take for those investments to achieve multi-bagger status"  
[X Link](https://x.com/anyuser/status/1826442120489828470)  2024-08-22T02:11Z [----] followers, 19.7K engagements


"My notes from the $CPH.TO interview: 1) Cipher's revenues more than doubled from Natroba acquisition. 2) Earnings have doubled on EBITDA metric. Natroba provides "almost identical EBITDA level". (1/n) $CPH.TO Craig Mull interview https://t.co/rUMiAGjano $CPH.TO Craig Mull interview https://t.co/rUMiAGjano"  
[X Link](https://x.com/anyuser/status/1826458517169115610)  2024-08-22T03:16Z [----] followers, 12.6K engagements


"3) Main competitor for Epuris in CA is accutane. Accutane still has 40% market share even though it's an inferior product. Management laser focused on taking market share from Accutane. 4) *Current* size of nail fungus treatment market in CA is $90M. (2/n)"  
[X Link](https://x.com/anyuser/status/1826458521493536823)  2024-08-22T03:17Z [----] followers, [----] engagements


"24) Craig's 3-5 yr vision: (1) Take permethrin U.S. market share and significantly increase revs and margins. (2) MOB-15 in Canada. (3) Revenues in hundreds of millions. (4) Market cap above [--] billion. (5) Nasdaq listing. (6) Migrate to U.S. market"  
[X Link](https://x.com/Divergent7651/status/1826458567651766684)  2024-08-22T03:17Z [----] followers, [----] engagements


"There you have it. The $CPH.TO blueprint for the next 3-5 years courtesy of the man at the helm. 24) Craig's 3-5 yr vision: (1) Take permethrin U.S. market share and significantly increase revs and margins. (2) MOB-15 in Canada. (3) Revenues in hundreds of millions. (4) Market cap above [--] billion. (5) Nasdaq listing. (6) Migrate to U.S. market. 24) Craig's 3-5 yr vision: (1) Take permethrin U.S. market share and significantly increase revs and margins. (2) MOB-15 in Canada. (3) Revenues in hundreds of millions. (4) Market cap above [--] billion. (5) Nasdaq listing. (6) Migrate to U.S. market"  
[X Link](https://x.com/anyuser/status/1826618247858586054)  2024-08-22T13:51Z [----] followers, [----] engagements


"I think we now have an explanation for why $CPH.TO management estimated 5% annual growth in the legacy business's revenues and earnings in the Sep'23 SIB filing - Epuris taking share from Accutane's 40% market share in Canada. 3) Main competitor for Epuris in CA is accutane. Accutane still has 40% market share even though it's an inferior product. Management laser focused on taking market share from Accutane. 4) *Current* size of nail fungus treatment market in CA is $90M. (2/n) 3) Main competitor for Epuris in CA is accutane. Accutane still has 40% market share even though it's an inferior"  
[X Link](https://x.com/anyuser/status/1827158921154576516)  2024-08-24T01:40Z [----] followers, [----] engagements


"Seeing a lot of chatter around $CPH.TO right now. If youre curious about the business but havent delved into it yet there are plenty of write-ups and posts at the link in my bio and on my X page. Hope it helps"  
[X Link](https://x.com/anyuser/status/1827869951912468883)  2024-08-26T00:45Z [----] followers, [----] engagements


"Re its economic characteristics $HAYPP is one of the best businesses that I have ever come across and actually had the chance to buy. To me it's reminiscent of Mastercard in the sense that it's an excellent business that has some regulatory risk that scares people off"  
[X Link](https://x.com/anyuser/status/1828211722802561495)  2024-08-26T23:23Z [----] followers, [----] engagements


"Started a portfolio for a family member with a very small amount of money: $MOB.ST - 30% $CPH.TO - 30% $HAYPP - 30% $CNO.V - 5% $AVCR - 5% Curious to see how it goes"  
[X Link](https://x.com/anyuser/status/1828303260215877832)  2024-08-27T05:27Z [----] followers, 67K engagements


"My free to read stack post containing my initial thoughts on $CPH.TO's Natroba acquisition is very close to reaching [----] views since being published on [--] August this year. Thank you to everyone who has read it so far and offered feedback. Much appreciated. Glad you enjoyed it"  
[X Link](https://x.com/anyuser/status/1828313665805918446)  2024-08-27T06:08Z [----] followers, [----] engagements


"My notes from the $CPH.TO Small Cap Discoveries Interview (1/n). Most important points: 1) confirmed pursuing MOB-015 U.S. rights; 2) confirmed want to bring Absorica/all [--] US products in-house; 3) more hints at near-term acquisition of complementary product for sales force"  
[X Link](https://x.com/Divergent7651/status/1828953971035386247)  2024-08-29T00:33Z [----] followers, 13.1K engagements


"Redeploying capital from concentrated appreciated positions into new businesses with higher forward expected values is something I learned from fintwit that I think has made me a better investor. I still struggle with it at times. Hard to give up a good thing that has worked. I remember a fairly unknown Swedish investor with 60% CAGR over [--] years wrote that "you don't diversify to protect the downside but to take part in the upside." Completely changed how I view diversification once I understood what he meant. Concentration isn't always optimal I remember a fairly unknown Swedish investor"  
[X Link](https://x.com/anyuser/status/1829747794208583980)  2024-08-31T05:07Z [----] followers, [----] engagements


"Who are the best microcap investors that you follow on X If youd like to recommend someone privately please feel free to DM me"  
[X Link](https://x.com/anyuser/status/1829791709460566261)  2024-08-31T08:01Z [----] followers, 39.8K engagements


"Putting my "bear" hat on and thinking aloud on some potential risks and concerns for $HAYPP. Appreciate your thoughts/responses (1/N). 1) It seems like there are fairly low barriers to entry for new online competitors - e.g. Prilla. What prevents new competitors from entering"  
[X Link](https://x.com/anyuser/status/1833383794373759375)  2024-09-10T05:55Z [----] followers, [----] engagements


"I keep a record of everything I've bought/sold since starting. I have used up my punch card 2x or more. My hit rate since inception hasn't been good. A handful of decisions were responsible for most of my gains. I've progressed towards quality concentration and less activity"  
[X Link](https://x.com/Divergent7651/status/1833446784095687167)  2024-09-10T10:05Z [----] followers, 10.6K engagements


"For current PMs and fund owners when you are hiring for an analyst does the prospective analyst's personal investing track record make a difference to you If so what kind of CAGR and timeframe would intrigue you (noting that we are talking about younger people starting out)"  
[X Link](https://x.com/anyuser/status/1834014475500044497)  2024-09-11T23:41Z [----] followers, [----] engagements


"What does it say about a person when they jump at the chance to prematurely try and dunk on someones perceived misfortune Nothing good"  
[X Link](https://x.com/Divergent7651/status/1834551301918904761)  2024-09-13T11:14Z [----] followers, [----] engagements


"@SowingAlphaSeed No because I did the work myself and came to my own views about the businesses. Whether or not people agree with me doesnt matter. Also people forget that fintwit is really a little microcosm. Beyond here I wouldnt say these are crowded at all though I could be wrong"  
[X Link](https://x.com/anyuser/status/1834732512851247438)  2024-09-13T23:14Z [----] followers, [----] engagements


"Just finished listening to the $MOB.ST conference call following the press release. Some thoughts: 1) The number of patients within a subset of total patients who achieved *clinical cure* was lower than expected. (1/n)"  
[X Link](https://x.com/anyuser/status/1835487580412084367)  2024-09-16T01:15Z [----] followers, 18.3K engagements


"Need some bears to tell me everything wrong with $CPH.TO and the risks they face from this point forward"  
[X Link](https://x.com/anyuser/status/1839105478112194761)  2024-09-26T00:51Z [----] followers, [----] engagements


"Brief notes from $CPH.TO Planet Microcap Interview: 1) U.S. anti-parasitic market = $165M USD annually. Natroba has 60% EBITDA margin. Allows estimate of operating income from Natroba. E.g. 50% market share = $49.5M USD OI. (1/2)"  
[X Link](https://x.com/anyuser/status/1839446963076645223)  2024-09-26T23:28Z [----] followers, [----] engagements


"When management makes the effort to report a business's results in this way for its owners it says something very positive about them IMO. Every business's annual report should include a [--] year summary with detailed unit economic metrics. Very few do. $AZO"  
[X Link](https://x.com/Divergent7651/status/1843832173658550693)  2024-10-09T01:53Z [----] followers, 10.4K engagements


"$CPH.TO Cipher filed copies of their ParaPRO asset purchase agreement their Credit Agreement with National Bank of Canada and a "Business Acquisition Report" on Sedar late yesterday evening"  
[X Link](https://x.com/anyuser/status/1844289949400797467)  2024-10-10T08:12Z [----] followers, [----] engagements


"87% gross margins 46% operating margin and 15.5% YoY sales growth. $CPH.TO"  
[X Link](https://x.com/Divergent7651/status/1844292415315902851)  2024-10-10T08:22Z [----] followers, 14.9K engagements


"Pro Forma consolidated income statement for year end [----] including Natroba $CPH.TO"  
[X Link](https://x.com/anyuser/status/1844294825694331319)  2024-10-10T08:32Z [----] followers, [----] engagements


"Thread on a special situation idea: $ALSN purchase of $DAN "off-highway" ("OH") biz segment. Summary: 39% increase in $ALSN FCF from merger not currently priced in. Can profit from either (1) purchase of $ALSN stock; or (2) $ALSN Dec25 Feb26 or Dec26 call options. (1/n)"  
[X Link](https://x.com/anyuser/status/1941305443214880792)  2025-07-05T01:17Z [----] followers, [----] 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 91% and ROA of 23%. According to management comparable biz's for aero include $GE $TDG & $RTX. (1/2)"  
[X Link](https://x.com/Divergent7651/status/1943515910213415282)  2025-07-11T03:41Z [----] followers, 36.2K engagements


"Peer P/FCF multiples: $TDG: 45x $RTX: 28x $GE: 38x Average: [--] If $HON aero revalued to average of peer multiples (FY24 FCF of $3916M x 37) market cap = $144.892B. That's 95% of $HON's current market cap not accounting for value of [--] other segments. (2/2)"  
[X Link](https://x.com/anyuser/status/1943515913644577099)  2025-07-11T03:41Z [----] followers, [----] 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"  
[X Link](https://x.com/anyuser/status/1948155378619072900)  2025-07-23T22:56Z [----] followers, [----] engagements


"$HON today is $GE pre-spin off though not quite as undervalued as $GE was. Multiple high-quality peer leading businesses being spun off that are ripe for revaluation to peer P/FCF multiples. Especially aerospace. + potential IPO of Quantinuum. https://valueinvestorsclub.com/idea/GENERAL_ELECTRIC_CO/2568391241 Its honestly incredibly how much value there was in the legacy $GE portfolio. Cytiva (now $DHR) is the dominant player in upstream bioprocessing. $GEV Vernova is riding an AI energy wave. Aerospace has a [--] year backlog with incredible pricing power. $GEHC is the one"  
[X Link](https://x.com/Divergent7651/status/1949264133729419453)  2025-07-27T00:22Z [----] followers, 26.5K engagements


"Some things I like about $LULU: 1) Excellent margins: FY25 59% gross margin 23.6% operating margins. 2) Excellent ROIC: 48% pre-tax return on tangible assets; 60% pre-tax return on equity with no LT debt. 3) Strong balance sheet: $1.3B in cash; no LT debt. (1/n)"  
[X Link](https://x.com/anyuser/status/1949608303086153994)  2025-07-27T23:10Z [----] followers, 10.3K engagements


"Thinking about how I pitched $HAYPP to a fund as part of a job application on [--] July [----] and it's now up 66%. Didn't get an interview"  
[X Link](https://x.com/Divergent7651/status/1950427436857905352)  2025-07-30T05:25Z [----] followers, [----] engagements


"Some mouthwatering figures if you ask me. $NVO"  
[X Link](https://x.com/anyuser/status/1950449890288640232)  2025-07-30T06:54Z [----] followers, [----] engagements


"Visualising some comps for $HON aerospace division. Slowly working on getting a blog post out on the spin off"  
[X Link](https://x.com/Divergent7651/status/1951801633966641644)  2025-08-03T00:25Z [----] followers, [----] engagements


"Form [--] Registration Statement now available for $HON first spin off entity - Solstice Advanced Materials. https://investor.honeywell.com/investor-resources/about-our-spin-offs https://investor.honeywell.com/investor-resources/about-our-spin-offs"  
[X Link](https://x.com/anyuser/status/1959483102281216344)  2025-08-24T05:09Z [----] followers, [----] engagements


"$ALSN $DAN deal approved by competition regulator in Brazil. https://webadvocacy.com.br/2025/08/23/concorrencia-pelo-mundo-29/#CADE_aprova_aquisicao_da_Dana_OH_pela_Allison_Transmission https://webadvocacy.com.br/2025/08/23/concorrencia-pelo-mundo-29/#CADE_aprova_aquisicao_da_Dana_OH_pela_Allison_Transmission"  
[X Link](https://x.com/Divergent7651/status/1965184506887106630)  2025-09-08T22:44Z [----] followers, [---] engagements


"Reread my $HAYPP write-up thesis summary on the stack last night. Proud of that piece. Some ideas may prove wrong - e.g. comment that pouches are undifferentiated. I underestimated Zyn brand loyalty. More accurate to say low barriers to entry. But otherwise not too shabby"  
[X Link](https://x.com/Divergent7651/status/1967090272929821072)  2025-09-14T04:57Z [----] followers, [---] engagements


"Random $HAYPP thought - if producers of pouches raise prices $HAYPP can also raise prices while maintaining its price advantage to competitors while benefiting from the operating leverage that prices increases provide"  
[X Link](https://x.com/Divergent7651/status/1968250255390224525)  2025-09-17T09:46Z [----] followers, [----] engagements


"$ALSN $DAN merger approval obtained in China. https://www.samr.gov.cn/fldes/ajgs/wtjjz/art/2025/art_fa3524cfb027427894a177fe929466b6.html https://www.samr.gov.cn/fldes/ajgs/wtjjz/art/2025/art_fa3524cfb027427894a177fe929466b6.html"  
[X Link](https://x.com/Divergent7651/status/1968967700530548895)  2025-09-19T09:17Z [----] followers, [---] engagements


"Going to Bergen Norway next week. What should I do while Im there besides make some online $HAYPP orders"  
[X Link](https://x.com/Divergent7651/status/1970969944276996244)  2025-09-24T21:53Z [----] followers, [----] engagements


"$ALSN $DAN proposed acquisition now approved in South Africa. Slowly but surely gaining regulatory approvals. U.S. still to come. https://www.compcom.co.za/wp-content/uploads/2025/10/Statement-on-the-latest-decisions-taken-by-the-Commission-01-October-2025.pdf https://www.compcom.co.za/wp-content/uploads/2025/10/Statement-on-the-latest-decisions-taken-by-the-Commission-01-October-2025.pdf"  
[X Link](https://x.com/Divergent7651/status/1978398982696247456)  2025-10-15T09:54Z [----] followers, [---] engagements


"Interesting that John Malone is reducing his involvement at $CHTR and Liberty Media while simultaneously making on market purchases of $GLIBK and trying to increase his voting power above 50%. https://www.reuters.com/business/john-malone-step-down-chair-liberty-media-liberty-global-ft-reports-2025-10-29/ https://www.reuters.com/business/john-malone-step-down-chair-liberty-media-liberty-global-ft-reports-2025-10-29/"  
[X Link](https://x.com/Divergent7651/status/1983706673643712923)  2025-10-30T01:25Z [----] followers, [----] engagements


"$HAYPP is relying on SEO and word of mouth for customer acquisition. But what if consumers aren't searching for online sources of NPs because they're happy buying at retailers and gas stations The value is there but discovery and awareness seem poor. Am I being impatient"  
[X Link](https://x.com/Divergent7651/status/1991263501805842584)  2025-11-19T21:53Z [----] followers, [----] engagements


"@CParyse86296 Looks interesting. What's the thesis"  
[X Link](https://x.com/Divergent7651/status/1994014773516653033)  2025-11-27T12:05Z [----] followers, [----] engagements


"$TPB's ALP nicotine pouch product seems to benefit from a subtle advantage over its larger competitors' competing products: ALP's association with Tucker Carlson arguably creates a positive association between the ALP product and a certain set of conservative political values within the mind of the consumer. I think this outcome is reflected in the types of consumers that the product attracts. The significance of this is that $TPB has arguably found a way to achieve the benefits of advertising (i.e. creating a positive association between their product and a set of characteristics or values)"  
[X Link](https://x.com/Divergent7651/status/2014478722620129387)  2026-01-22T23:22Z [----] followers, [----] engagements


"My interactive brokers account doesn't provide me with pricing data for $HAYPP. I always have to google what the stock price is. Had no idea it was down. Kinda helpful actually. Might actually be a good thing to just turn off pricing data for all your holdings if possible and just see the total market value of your port to keep you from making poor decisions. https://twitter.com/i/web/status/2014838732130812120 https://twitter.com/i/web/status/2014838732130812120"  
[X Link](https://x.com/Divergent7651/status/2014838732130812120)  2026-01-23T23:12Z [----] followers, [----] engagements

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