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#  @Divergent7651 Divergent Capital
Divergent Capital posts on X about $alsn, $dan, $hon, longterm the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
### Engagements: XXXXX [#](/creator/twitter::1567617836734119936/interactions)
- X Week XXXXXX -XX%
- X Month XXXXXX +4,189%
- X Months XXXXXX -XX%
- X Year XXXXXXXXX +1,797%
### Mentions: XX [#](/creator/twitter::1567617836734119936/posts_active)
- X Week XX +15%
- X Month XX +1,433%
- X Months XX +327%
- X Year XXX +93%
### Followers: XXXXX [#](/creator/twitter::1567617836734119936/followers)
- X Week XXXXX +1.50%
- X Month XXXXX +7.80%
- X Months XXXXX +8.10%
- X Year XXXXX +225%
### CreatorRank: XXXXXXX [#](/creator/twitter::1567617836734119936/influencer_rank)
### Social Influence [#](/creator/twitter::1567617836734119936/influence)
---
**Social category influence**
[finance](/list/finance) XX% [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% [exchanges](/list/exchanges) XXXX%
**Social topic influence**
[$alsn](/topic/$alsn) #1, [$dan](/topic/$dan) 14.71%, [$hon](/topic/$hon) #9, [longterm](/topic/longterm) 4.41%, [debt](/topic/debt) 4.41%, [$ge](/topic/$ge) 4.41%, [$glibk](/topic/$glibk) 4.41%, [$280m](/topic/$280m) 4.41%, [market cap](/topic/market-cap) 2.94%, [$lbrdk](/topic/$lbrdk) XXXX%
**Top accounts mentioned or mentioned by**
[@smartonecapital](/creator/undefined) [@diogo70210](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@orrdavid](/creator/undefined) [@andrewcoye](/creator/undefined) [@larryjamieson_](/creator/undefined) [@bsgcap](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@o2408o2408](/creator/undefined) [@nestbetter](/creator/undefined) [@gekkoadvisors](/creator/undefined) [@at50w50882](/creator/undefined) [@mhansensdca](/creator/undefined) [@continu8n_funds](/creator/undefined) [@bduclaux](/creator/undefined) [@dgmarkoulis](/creator/undefined) [@sadboisumma](/creator/undefined) [@7week_sunday](/creator/undefined) [@bsg_cap](/creator/undefined) [@cmo040958](/creator/undefined)
**Top assets mentioned**
[ALLISON TRANSMISSION HOLDINGS, INC. (ALSN)](/topic/$alsn) [Heroes of NFT (HON)](/topic/$hon) [General Electric Company (GE)](/topic/$ge) [Liberty Broadband Corporation Class C (LBRDK)](/topic/$lbrdk) [Honeywell International Inc (HON)](/topic/honeywell) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Liberty Broadband, Corp. (LBRDA)](/topic/$lbrda)
### Top Social Posts [#](/creator/twitter::1567617836734119936/posts)
---
Top posts by engagements in the last XX hours
"Interesting to note that $ALSN was a long-term holding of Lou Simpson once upon a time"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1941717638050349275) 2025-07-06 04:35:34 UTC 2446 followers, XXX engagements
"Caffeine + nicotine + creatine = business analysis machine"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947860057187823819) 2025-07-23 03:23:21 UTC 2450 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 $ALSN"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945234819790549015) 2025-07-15 21:31:36 UTC 2449 followers, 1241 engagements
"$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 2450 followers, 1216 engagements
"As at XX March 2022 prior to the spinoff $GE had a market cap of $101.6B. Now the sum of the market caps of its three spun off entities is $453.9B"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1944648550861652279) 2025-07-14 06:41:59 UTC 2447 followers, 1118 engagements
"Another interesting angle to the $ALSN $DAN deal is that $DAN will receive $2.4B in cash after taxes (more than its MC) repay $2B in debt return $550M to shareholders on or before closing and return $1B through to 2027 per management. Mediocre business though"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1940966961409937844) 2025-07-04 02:52:39 UTC 2446 followers, XXX 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, 1075 engagements
"Thread on potential spin-off idea: $LBRDK spin-off of GCI Liberty (GCI). Figures cited are taken from GCI's Form S1. Comments from management are taken from GCI Liberty conference call dated X June 2025. References to times are timestamps for conference call ("CC") recording"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1939538612837880133) 2025-06-30 04:16:54 UTC 2448 followers, 1061 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 2450 followers, 2167 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 2450 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 2449 followers, 1860 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 2450 followers, XXX engagements
"5) $ALSN FY24 FCF $709M ($731M net income + $111M D&A + $10M amortization of intangibles + $3M amort of financing costs - $143M capex). 6) $ALSN market cap = $8.25B or 11.6x FCF. 7) Post merger FCF = $709M + $280M = $989M. (4/n)"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1941305454040318321) 2025-07-05 01:17:42 UTC 2448 followers, XXX engagements
"10) In sum LM & GCI similarities: (a) small size vs parent MC; (b) tight float - 28.7M shares; (c) insider incentives via stock ownership + potential future options; (d) biz value hidden - lower FY27 capex + $420M tax shield not factored in; (e) same management team"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945308665004671363) 2025-07-16 02:25:02 UTC 2447 followers, XXX engagements
"$ALSN purchase of $DAN off-highway segment likely to also benefit on-highway sales and earnings in the long-term by allowing $ALSN to access international markets. Geographic breakdown of $ALSN sales highlights the opportunity"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1942360495941640502) 2025-07-07 23:10:04 UTC 2447 followers, XXX engagements
"$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 2450 followers, 33.7K engagements
"Please heart this post if youre an Australia based fund manager"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947508764124590443) 2025-07-22 04:07:26 UTC 2445 followers, XXX engagements
"No market reaction to $ALSN purchase of $DAN off-highway segment that management estimates will increase FCF by $280M or 40%. Approved by both boards. subject to reg apps. Due to close Q425. Cash + debt funded. No share dilution. XX% upside in near term Anyone looking at this"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1940949293126533403) 2025-07-04 01:42:27 UTC 2446 followers, 1246 engagements
"8) Overlapping management team. LM was going to be controlled by the same group of managers as TC. GCI will be controlled by the same management team as Liberty B as per investor presentation transcript. Same management = better chance of success for spun off biz. (9/n)"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945308662341198270) 2025-07-16 02:25:01 UTC 2446 followers, XX engagements
"Another advantageous angle to this idea is that $ALSN is a consistent repurchaser of its own shares. With 2-3 more quarters until the deal closes $ALSN share count should be reduced even further by the time the deal closes leading to a higher per share revaluation post merger"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1941718752279797804) 2025-07-06 04:40:00 UTC 2446 followers, 1138 engagements
"Thread on a special situation idea: $ALSN purchase of $DAN "off-highway" ("OH") biz segment. Summary: XX% 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)"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1941305443214880792) 2025-07-05 01:17:40 UTC 2448 followers, 8866 engagements
"@Smartonecapital Each share of $LBRDA and $LBRDK is distributed XXX of a corresponding share of GCI. It's not a one for one distribution"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1943758611274203564) 2025-07-11 19:45:40 UTC 2447 followers, XX engagements
"Further to this thread and in addition to John Malone's explicit comments another interesting feature of $GLIBK's prospectus which seems to indicate Malone's desire to recreate a Liberty Media like entity is the "Ventures Group common stock". (1/n)"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945772182166249493) 2025-07-17 09:06:53 UTC 2446 followers, XXX 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, 1801 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 2450 followers, XX engagements
"Factors supporting $ALSN $DAN deal approval: 1) Low product overlap: XX% $DAN revenues from non-transmission products. 2) Geographic separation: XX% of $ALSN sales in North America; XX% $DAN sales outside NA. 3) Rationale: vert integration geo expansion - not consolidation"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1942718560335454599) 2025-07-08 22:52:53 UTC 2446 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 2450 followers, XXX engagements
"According to the NASDAQ website XXXXX% of $ALSN common shares are owned by institutional investors. that seems unusually high. Might explain the complete lack of a reaction to the merger announcement. Lemming dollars at work"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1942918524101656883) 2025-07-09 12:07:28 UTC 2446 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
"This write-up raises an interesting counterpoint for $ALSN - electrification and commoditisation of transmissions. It reminded me that I know absolutely nothing about transmissions"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1942367568687497648) 2025-07-07 23:38:10 UTC 2446 followers, 1617 engagements
"One interesting aspect of the $GLIBK spinoff that I didn't discuss in detail is John Malone's desire for GCI Liberty to become the "new Liberty Media". What does that mean exactly And what if any similarities are there between Liberty Media and GCI Liberty (1/n)"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945308633035940092) 2025-07-16 02:24:54 UTC 2448 followers, XXX engagements
"Anyone experienced with merger arbitrage have a view on the likelihood of the $ALSN $DAN deal getting regulatory approval DMs open"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1945331377169383787) 2025-07-16 03:55:17 UTC 2447 followers, XXX engagements
"Trying to understand any reasons why $ALSN and $DAN deal may not close. This is reassuring. From $DAN Form 8K dated 13/06/2025"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1941997906342670726) 2025-07-06 23:09:16 UTC 2447 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 2447 followers, 1427 engagements
"3) FY24 OH segment figures from $DAN latest 10-K: $2.8B revs $419M EBITDA $66M capex $460M segment net assets $280M FCF per $ALSN management investor presentation. 4) Acquisition expected to be "immediately accretive to $ALSN diluted EPS". (3/n)"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1941305449548308693) 2025-07-05 01:17:41 UTC 2447 followers, XXX 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 2448 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
"I'm neither a US nor an EU attorney but talking through the relevant legal tests and the facts of the merger with Claude it seems likely that the $ALSN and $DAN off-high way transaction will gain regulatory approval in the US and the EU. The transaction enhances competition"
 [@Divergent7651](/creator/x/Divergent7651) on [X](/post/tweet/1947087455368474956) 2025-07-21 00:13:19 UTC 2447 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.]
@Divergent7651 Divergent Capital
Divergent Capital posts on X about $alsn, $dan, $hon, longterm the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX +4,189%
- X Months XXXXXX -XX%
- X Year XXXXXXXXX +1,797%
Mentions: XX #
- X Week XX +15%
- X Month XX +1,433%
- X Months XX +327%
- X Year XXX +93%
Followers: XXXXX #
- X Week XXXXX +1.50%
- X Month XXXXX +7.80%
- X Months XXXXX +8.10%
- X Year XXXXX +225%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XX% stocks XXXXX% cryptocurrencies XXXXX% countries XXXX% exchanges XXXX%
Social topic influence $alsn #1, $dan 14.71%, $hon #9, longterm 4.41%, debt 4.41%, $ge 4.41%, $glibk 4.41%, $280m 4.41%, market cap 2.94%, $lbrdk XXXX%
Top accounts mentioned or mentioned by @smartonecapital @diogo70210 @sfarringtonbkc @orrdavid @andrewcoye @larryjamieson_ @bsgcap @joinyellowbrick @o2408o2408 @nestbetter @gekkoadvisors @at50w50882 @mhansensdca @continu8n_funds @bduclaux @dgmarkoulis @sadboisumma @7week_sunday @bsg_cap @cmo040958
Top assets mentioned ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Heroes of NFT (HON) General Electric Company (GE) Liberty Broadband Corporation Class C (LBRDK) Honeywell International Inc (HON) Deckers Outdoor, Corp. (DECK) TransDigm Group, Inc. (TDG) Raytheon Technologies Corp (RTX) Liberty Broadband, Corp. (LBRDA)
Top Social Posts #
Top posts by engagements in the last XX hours
"Interesting to note that $ALSN was a long-term holding of Lou Simpson once upon a time"
@Divergent7651 on X 2025-07-06 04:35:34 UTC 2446 followers, XXX engagements
"Caffeine + nicotine + creatine = business analysis machine" @Divergent7651 on X 2025-07-23 03:23:21 UTC 2450 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 $ALSN" @Divergent7651 on X 2025-07-15 21:31:36 UTC 2449 followers, 1241 engagements
"$HON long-term debt is a thing of beauty. Low rates long dates" @Divergent7651 on X 2025-07-21 05:51:00 UTC 2450 followers, 1216 engagements
"As at XX March 2022 prior to the spinoff $GE had a market cap of $101.6B. Now the sum of the market caps of its three spun off entities is $453.9B" @Divergent7651 on X 2025-07-14 06:41:59 UTC 2447 followers, 1118 engagements
"Another interesting angle to the $ALSN $DAN deal is that $DAN will receive $2.4B in cash after taxes (more than its MC) repay $2B in debt return $550M to shareholders on or before closing and return $1B through to 2027 per management. Mediocre business though" @Divergent7651 on X 2025-07-04 02:52:39 UTC 2446 followers, XXX 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, 1075 engagements
"Thread on potential spin-off idea: $LBRDK spin-off of GCI Liberty (GCI). Figures cited are taken from GCI's Form S1. Comments from management are taken from GCI Liberty conference call dated X June 2025. References to times are timestamps for conference call ("CC") recording" @Divergent7651 on X 2025-06-30 04:16:54 UTC 2448 followers, 1061 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 2450 followers, 2167 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 2450 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 2449 followers, 1860 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 2450 followers, XXX engagements
"5) $ALSN FY24 FCF $709M ($731M net income + $111M D&A + $10M amortization of intangibles + $3M amort of financing costs - $143M capex). 6) $ALSN market cap = $8.25B or 11.6x FCF. 7) Post merger FCF = $709M + $280M = $989M. (4/n)" @Divergent7651 on X 2025-07-05 01:17:42 UTC 2448 followers, XXX engagements
"10) In sum LM & GCI similarities: (a) small size vs parent MC; (b) tight float - 28.7M shares; (c) insider incentives via stock ownership + potential future options; (d) biz value hidden - lower FY27 capex + $420M tax shield not factored in; (e) same management team" @Divergent7651 on X 2025-07-16 02:25:02 UTC 2447 followers, XXX engagements
"$ALSN purchase of $DAN off-highway segment likely to also benefit on-highway sales and earnings in the long-term by allowing $ALSN to access international markets. Geographic breakdown of $ALSN sales highlights the opportunity" @Divergent7651 on X 2025-07-07 23:10:04 UTC 2447 followers, XXX engagements
"$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 2450 followers, 33.7K engagements
"Please heart this post if youre an Australia based fund manager" @Divergent7651 on X 2025-07-22 04:07:26 UTC 2445 followers, XXX engagements
"No market reaction to $ALSN purchase of $DAN off-highway segment that management estimates will increase FCF by $280M or 40%. Approved by both boards. subject to reg apps. Due to close Q425. Cash + debt funded. No share dilution. XX% upside in near term Anyone looking at this" @Divergent7651 on X 2025-07-04 01:42:27 UTC 2446 followers, 1246 engagements
"8) Overlapping management team. LM was going to be controlled by the same group of managers as TC. GCI will be controlled by the same management team as Liberty B as per investor presentation transcript. Same management = better chance of success for spun off biz. (9/n)" @Divergent7651 on X 2025-07-16 02:25:01 UTC 2446 followers, XX engagements
"Another advantageous angle to this idea is that $ALSN is a consistent repurchaser of its own shares. With 2-3 more quarters until the deal closes $ALSN share count should be reduced even further by the time the deal closes leading to a higher per share revaluation post merger" @Divergent7651 on X 2025-07-06 04:40:00 UTC 2446 followers, 1138 engagements
"Thread on a special situation idea: $ALSN purchase of $DAN "off-highway" ("OH") biz segment. Summary: XX% 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)" @Divergent7651 on X 2025-07-05 01:17:40 UTC 2448 followers, 8866 engagements
"@Smartonecapital Each share of $LBRDA and $LBRDK is distributed XXX of a corresponding share of GCI. It's not a one for one distribution" @Divergent7651 on X 2025-07-11 19:45:40 UTC 2447 followers, XX engagements
"Further to this thread and in addition to John Malone's explicit comments another interesting feature of $GLIBK's prospectus which seems to indicate Malone's desire to recreate a Liberty Media like entity is the "Ventures Group common stock". (1/n)" @Divergent7651 on X 2025-07-17 09:06:53 UTC 2446 followers, XXX engagements
"My napkin math estimate for $HON value post spinoff" @Divergent7651 on X 2025-07-13 23:44:05 UTC 2450 followers, 1801 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 2450 followers, XX engagements
"Factors supporting $ALSN $DAN deal approval: 1) Low product overlap: XX% $DAN revenues from non-transmission products. 2) Geographic separation: XX% of $ALSN sales in North America; XX% $DAN sales outside NA. 3) Rationale: vert integration geo expansion - not consolidation" @Divergent7651 on X 2025-07-08 22:52:53 UTC 2446 followers, XXX engagements
"More potential value unlock for $HON shareholders via Quantinuum IPO" @Divergent7651 on X 2025-07-23 02:27:42 UTC 2450 followers, XXX engagements
"According to the NASDAQ website XXXXX% of $ALSN common shares are owned by institutional investors. that seems unusually high. Might explain the complete lack of a reaction to the merger announcement. Lemming dollars at work" @Divergent7651 on X 2025-07-09 12:07:28 UTC 2446 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
"This write-up raises an interesting counterpoint for $ALSN - electrification and commoditisation of transmissions. It reminded me that I know absolutely nothing about transmissions" @Divergent7651 on X 2025-07-07 23:38:10 UTC 2446 followers, 1617 engagements
"One interesting aspect of the $GLIBK spinoff that I didn't discuss in detail is John Malone's desire for GCI Liberty to become the "new Liberty Media". What does that mean exactly And what if any similarities are there between Liberty Media and GCI Liberty (1/n)" @Divergent7651 on X 2025-07-16 02:24:54 UTC 2448 followers, XXX engagements
"Anyone experienced with merger arbitrage have a view on the likelihood of the $ALSN $DAN deal getting regulatory approval DMs open" @Divergent7651 on X 2025-07-16 03:55:17 UTC 2447 followers, XXX engagements
"Trying to understand any reasons why $ALSN and $DAN deal may not close. This is reassuring. From $DAN Form 8K dated 13/06/2025" @Divergent7651 on X 2025-07-06 23:09:16 UTC 2447 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 2447 followers, 1427 engagements
"3) FY24 OH segment figures from $DAN latest 10-K: $2.8B revs $419M EBITDA $66M capex $460M segment net assets $280M FCF per $ALSN management investor presentation. 4) Acquisition expected to be "immediately accretive to $ALSN diluted EPS". (3/n)" @Divergent7651 on X 2025-07-05 01:17:41 UTC 2447 followers, XXX 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 2448 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
"I'm neither a US nor an EU attorney but talking through the relevant legal tests and the facts of the merger with Claude it seems likely that the $ALSN and $DAN off-high way transaction will gain regulatory approval in the US and the EU. The transaction enhances competition" @Divergent7651 on X 2025-07-21 00:13:19 UTC 2447 followers, XXX engagements