# ![@HalvioCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::845019717131751428.png) @HalvioCapital Anthony

Anthony posts on X about japan, $tfgas, investment, $cphto the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::845019717131751428/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::845019717131751428/c:line/m:interactions.svg)

- [--] Week [---] -11%
- [--] Month [-----] -60%
- [--] Months [------] +51%
- [--] Year [-------] +23,376%

### Mentions: [--] [#](/creator/twitter::845019717131751428/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::845019717131751428/c:line/m:posts_active.svg)

- [--] Week [--] +50%
- [--] Month [--] +14%
- [--] Months [--] -6.40%
- [--] Year [--] +1,500%

### Followers: [-----] [#](/creator/twitter::845019717131751428/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::845019717131751428/c:line/m:followers.svg)

- [--] Week [-----] +1%
- [--] Month [-----] +2.70%
- [--] Months [-----] +206%
- [--] Year [-----] +1,644%

### CreatorRank: [---------] [#](/creator/twitter::845019717131751428/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::845019717131751428/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  38% [countries](/list/countries)  12% [cryptocurrencies](/list/cryptocurrencies)  4% [travel destinations](/list/travel-destinations)  2% [exchanges](/list/exchanges)  1% [nba](/list/nba)  1% [automotive brands](/list/automotive-brands)  1% [currencies](/list/currencies)  1%

**Social topic influence**
[japan](/topic/japan) 9%, [$tfgas](/topic/$tfgas) 7%, [investment](/topic/investment) 7%, [$cphto](/topic/$cphto) 7%, [$lnfto](/topic/$lnfto) 6%, [market cap](/topic/market-cap) 6%, [market](/topic/market) 6%, [business](/topic/business) 6%, [debt](/topic/debt) 5%, [reit](/topic/reit) 4%

**Top accounts mentioned or mentioned by**
[@clarksquarecap](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@altaycapital](/creator/undefined) [@sajkarsan](/creator/undefined) [@maxwellhouse99](/creator/undefined) [@franck29589715](/creator/undefined) [@marketplunger1](/creator/undefined) [@capitalemployed](/creator/undefined) [@sleepwellcap](/creator/undefined) [@dsmoak98](/creator/undefined) [@valuingdutchman](/creator/undefined) [@sophoninvest](/creator/undefined) [@chrisdemuthjr](/creator/undefined) [@frenchspecial](/creator/undefined) [@jinacapital](/creator/undefined) [@shamscharania](/creator/undefined) [@hughieforbes](/creator/undefined) [@63andconcerned](/creator/undefined) [@alecmazo](/creator/undefined) [@mufasacapital](/creator/undefined)

**Top assets mentioned**
[XRP (XRP)](/topic/xrp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Spotted a future REIT on the drive today. $LNF.TO"  
[X Link](https://x.com/anyuser/status/1924619181435048097)  2025-05-20T00:12Z [----] followers, [---] engagements


"57 out of 12333: An OTC Journey; A Couple of Names $QEPC $WSTL https://www.halviocapital.com/blog/a-journey-otc https://www.halviocapital.com/blog/a-journey-otc"  
[X Link](https://x.com/HalvioCapital/status/2020937325740687458)  2026-02-09T19:06Z [----] followers, [----] engagements


"Microcaps are fun because a $400m company can trade [---] shares and have the stock up 8%"  
[X Link](https://x.com/HalvioCapital/status/2017038632712864131)  2026-01-30T00:54Z [----] followers, [----] engagements


"I used to think Reitmans $RET.V was cheap from their large cash position but I dont know they cant seem to generate any fcf when you account for their lease payments. Could be why they announced a restructuring today"  
[X Link](https://x.com/HalvioCapital/status/2018507240827699309)  2026-02-03T02:10Z [----] followers, [----] engagements


"@SajKarsan Wish I knew. They did a [--] cent special dividend a couple years back IIRC. CEO is [--] and both daughters just left the company so maybe odds have something happening have gone up"  
[X Link](https://x.com/HalvioCapital/status/2021025632713572599)  2026-02-10T00:57Z [----] followers, [--] engagements


"$TFG.AS $TFG.L $TFG With a stock price of $14.9 and trading between 40-50% of NAV you get -Their largest component of NAV on the block (Equitix) that could bring in $16/share or $6/share in NAV"  
[X Link](https://x.com/anyuser/status/1900174148187332821)  2025-03-13T13:16Z [----] followers, [---] engagements


"-Potential tender offer from proceeds of the sale at significant discount to NAV that would create huge amounts of value -2% ownership of Ripple Labs that results in indirect look through XRP token value of 23.46/share"  
[X Link](https://x.com/HalvioCapital/status/1900174149634465870)  2025-03-13T13:16Z [----] followers, [----] engagements


"I calculate anywhere from 60%-230% upside if things occur how I lay out. Can read more at the link below https://www.halviocapital.com/blog/tetragon https://www.halviocapital.com/blog/tetragon"  
[X Link](https://x.com/HalvioCapital/status/1900174153363177878)  2025-03-13T13:16Z [----] followers, [---] engagements


"@ClarkSquareCap $TFG.AS 40-50% disc. to NAV. Largest asset they own Equitix is on the block. Sale could lead to tender offer at huge discount to NAV. Also own 2% of Ripple which could IPO this year or next year. Own $23/share indirect XRP token through Ripple against stock today at $15"  
[X Link](https://x.com/HalvioCapital/status/1902177954693570886)  2025-03-19T01:58Z [----] followers, [----] engagements


"@Sophoninvest Quality of Earnings by Thorton o'Glove. although Shenanigans is my favourite"  
[X Link](https://x.com/HalvioCapital/status/1902389574728307055)  2025-03-19T15:59Z [----] followers, [---] engagements


"Is Reitman's $RET.V not dirt cheap Stocks $2.3 with a market cap of $121m. Has $123 cash on the b/s owns its headquarters and distribution centre and is profitable. Book value $5.6/share. Adjusting for owned PP&E NAV is $6.3 a share"  
[X Link](https://x.com/anyuser/status/1904621385822973969)  2025-03-25T19:48Z [----] followers, [---] engagements


"Another fund looking to go activist in Japan https://www.wjbf.com/business/press-releases/ein-presswire/803991309/sapphireterra-capital-starts-japan-activism-engagement-investing/ https://www.wjbf.com/business/press-releases/ein-presswire/803991309/sapphireterra-capital-starts-japan-activism-engagement-investing/"  
[X Link](https://x.com/HalvioCapital/status/1913051115018403843)  2025-04-18T02:05Z [----] followers, [---] engagements


"@maxwellhouse99 $BRAG seems interesting. failed sales process cut stock in almost half. Great revenue and ebitda growth past few years due to tailwinds of iGaming becoming legal. Strategic could take it over and turn it profitable right away by cutting public co. costs. Trading 6- 8x ebitda"  
[X Link](https://x.com/HalvioCapital/status/1915918530664358088)  2025-04-25T23:59Z [----] followers, [---] engagements


"@maxwellhouse99 $TBL.TO has a major shareholder creeping up its ownership now at 74% and will prob. look to buyout minorities. Trading at 5x trailing earnings net of cash which is half the market cap. Largest distributor of building products in Canada and need to dilig. quality of biz. more"  
[X Link](https://x.com/HalvioCapital/status/1915918866183565417)  2025-04-26T00:00Z [----] followers, [---] engagements


"My list of crazy cheap Japan stocks keeps growing. Just came across a small cap K.F.C. Co. Ltd (3420.T). Sells construction materials for tunnel excavation. Probably not the greatest business in the world but:"  
[X Link](https://x.com/HalvioCapital/status/1916484568325947806)  2025-04-27T13:28Z [----] followers, [---] engagements


"What are the odds Strategic Capital gets all their demands at Gungho (3765.T parent of $GRVY) accepted being a 5% shareholder Seems ridiculously cheap with a mkt cap of 162B cash of 144B and last years op. income of 17.5B"  
[X Link](https://x.com/anyuser/status/1919456820659106012)  2025-05-05T18:19Z [----] followers, [----] engagements


"2 or [--] years ago someone on VIC pitched a Canadian microcap being bought out and argued it deserved a large bump due to the land value around Montreal which then did get a bump if I remember correctly. Anyone remember what company that was"  
[X Link](https://x.com/HalvioCapital/status/1921019436061905195)  2025-05-10T01:48Z [----] followers, [---] engagements


"New Post - Leon's $LNF.TO: A Real Estate Co. Masquerading as a Furniture Retailer -Leading furniture retailer in Canada -Stable profits and margins -Potential REIT of hidden real estate -Valuable land development project(s) -Est. 100% upside Read here: https://www.halviocapital.com/blog/leons-a-landbank-masquarading-as-a-furniture-retailer https://www.halviocapital.com/blog/leons-a-landbank-masquarading-as-a-furniture-retailer"  
[X Link](https://x.com/anyuser/status/1921610000058794182)  2025-05-11T16:55Z [----] followers, [----] engagements


"Lonseal Corporation (4224.T) is crazy cheap. Profitable net net at 35% of book. Tosoh Corp. owns 38% so could be a good parent-child take out"  
[X Link](https://x.com/anyuser/status/1922110732470030578)  2025-05-13T02:04Z [----] followers, [---] engagements


"Daiwa Computer (3816.T) Buy them for their net cash balance sheet and software business. Get the tomato production business for free"  
[X Link](https://x.com/anyuser/status/1923180529651736856)  2025-05-16T00:55Z [----] followers, [---] engagements


"@ChrisDeMuthJr Getting rid of the CRTs they do would save a few billion"  
[X Link](https://x.com/HalvioCapital/status/1924916406581129514)  2025-05-20T19:53Z [----] followers, [---] engagements


"New Post: A Profitable Japanese Logistics Company -0.52x Book Value and -3x EV/EBIT -Real Estate Greater Than The Market Cap -M&A in the Sector and then a Position Sizing Thought https://www.halviocapital.com/blog/a-japanese-and-a-portfolio-sizing-philosphy https://www.halviocapital.com/blog/a-japanese-and-a-portfolio-sizing-philosphy"  
[X Link](https://x.com/anyuser/status/1927697607297548547)  2025-05-28T12:04Z [----] followers, [---] engagements


"Not sure what to make of the fact that a 🎌Japanese co. who's business is IR consulting and proxy advising for publicly traded businesses has a price chart like this. Thought it would be the opposite given what's going on in Japan"  
[X Link](https://x.com/HalvioCapital/status/1928105630881001851)  2025-05-29T15:06Z [----] followers, [---] engagements


"Had to pull up one of the Buffett Partnership investments mentioned in here. Notice how he waits until the deal is announced to eliminate no deal announcement risk. Shareholder vote risk None Anti-trust risk Little to none Only real risk was timeline delay. New post with some more comments on portfolio strategy current opportunities and the importance of being flexible https://t.co/Vx5oX34eEM New post with some more comments on portfolio strategy current opportunities and the importance of being flexible https://t.co/Vx5oX34eEM"  
[X Link](https://x.com/HalvioCapital/status/1931043189743382855)  2025-06-06T17:39Z [----] followers, [---] engagements


"Furuno Electric (6814.T) has what might be feat of the year on the Tokyo Stock Exchange. Achieved their plan. [--] years ahead of schedule"  
[X Link](https://x.com/anyuser/status/1932470312232157261)  2025-06-10T16:10Z [----] followers, [---] engagements


"In two years: -Sales are up 39% -Obtained operating margin of 10% so op. income up 864% from 1525B to 13183B -increase dividends from 35/share to 75/share -Stock up roughly 200% Management now introducing ROIC and targeting shareholder returns"  
[X Link](https://x.com/anyuser/status/1932470314576814164)  2025-06-10T16:10Z [----] followers, [---] engagements


"Sent a letter to the board and management team of The Keihin Co. Ltd (9312.T) encouraging them to enact a share buyback that would help them with their goal of -closing their PBR discount -Earning 10% ROE https://www.halviocapital.com/blog/an-open-letter-to-the-keihin-co-ltd-9312t https://www.halviocapital.com/blog/an-open-letter-to-the-keihin-co-ltd-9312t"  
[X Link](https://x.com/anyuser/status/1932514110119559266)  2025-06-10T19:04Z [----] followers, 10.8K engagements


"@french_special @AltayCapital @Franck29589715 Incredible site. I wasn't aware of it. The more that shareholders speak up and get heard the better"  
[X Link](https://x.com/HalvioCapital/status/1932808174865662310)  2025-06-11T14:32Z [----] followers, [---] engagements


"This is also a great site to learn more about Keihin and some corporate changes they should enact @HalvioCapital @AltayCapital Hello Anthony we regrouped many French investors to do the same and even built a website for this (https://t.co/O3s6IkwKdA) . Happy to be in touch to know more about your plans (my dm are open or our emails are on the website). Cc : @Franck29589715 @HalvioCapital @AltayCapital Hello Anthony we regrouped many French investors to do the same and even built a website for this (https://t.co/O3s6IkwKdA) . Happy to be in touch to know more about your plans (my dm are open"  
[X Link](https://x.com/HalvioCapital/status/1932875005534040523)  2025-06-11T18:58Z [----] followers, [---] engagements


"Musashi Co. Ltd. (7521) is an interesting one from quick glance -Negative EV -NCAV of 19B vs 11.5B market cap (60% NCAV) -Net cash is DOUBLE the market cap -0.33x book value -profitable the past [--] years but for a small covid loss"  
[X Link](https://x.com/HalvioCapital/status/1933588827483841008)  2025-06-13T18:14Z [----] followers, [----] engagements


"-stable overall business not a lot of capex -they even have an IR presentation in English financials Link: https://www.musashinet.co.jp/ir/docs/data/factbook2024_e.pdf https://www.musashinet.co.jp/ir/docs/data/factbook2024_e.pdf"  
[X Link](https://x.com/anyuser/status/1933588829052494039)  2025-06-13T18:14Z [----] followers, [---] engagements


"@jinacapital It's Japan.plus some of their operating segments are potentially in dying industries (cash handling paper etc.)"  
[X Link](https://x.com/HalvioCapital/status/1933881016302686479)  2025-06-14T13:35Z [----] followers, [---] engagements


"$TFG.AS Nice to see some monetization of their largest asset (Equitix) although was hoping for a full sale which might still happen. https://www.tetragoninv.com/press-releases/tetragon-financial-group-limited-announces-sale-of-minority-equitix-stake-to-hunter-point-capital https://www.tetragoninv.com/press-releases/tetragon-financial-group-limited-announces-sale-of-minority-equitix-stake-to-hunter-point-capital"  
[X Link](https://x.com/HalvioCapital/status/1934625064781046222)  2025-06-16T14:52Z [----] followers, [---] engagements


"Anyone ever look at Tsutsumi Co. Ltd. (7937) This has been and probably will be a value trap but it has a squeaky clean balance sheet. The problem is there is a 51% controlling shareholder but an activist has recently shown up with this presentation"  
[X Link](https://x.com/anyuser/status/1935334896375140540)  2025-06-18T13:52Z [----] followers, [----] engagements


"The NBA values just keep going up. To think the clippers sold for $2B a few years ago or the Celtics just sold for $6B a couple months ago The Buss family purchased the Lakers in [----] for $67.5M and sold the franchise for $10B [--] years later per @ShamsCharania 🤯💰 https://t.co/6RWetixZVh The Buss family purchased the Lakers in [----] for $67.5M and sold the franchise for $10B [--] years later per @ShamsCharania 🤯💰 https://t.co/6RWetixZVh"  
[X Link](https://x.com/HalvioCapital/status/1935482171663262150)  2025-06-18T23:38Z [----] followers, [---] engagements


"Interesting liquidation to keep an eye on depending on payout timeline etc"  
[X Link](https://x.com/anyuser/status/1936611832816361881)  2025-06-22T02:26Z [----] followers, [---] engagements


"@hughieforbes Ya the highly liquid nature of the securities should mean a relatively quick liquidation i would assume"  
[X Link](https://x.com/HalvioCapital/status/1936776697518391422)  2025-06-22T13:22Z [----] followers, [--] engagements


"Updating some ideas I've written about $MHI.AX $PAC.AX $TFG.AS https://www.halviocapital.com/blog/some-stock-updates https://www.halviocapital.com/blog/some-stock-updates"  
[X Link](https://x.com/HalvioCapital/status/1937121899500187660)  2025-06-23T12:13Z [----] followers, [----] engagements


"Nice article about the logistics space in Japan highlighting Dalton's recent stake in Senko and 3D's Mitsui stake. Bodes well for Keihin as the sector is attracting more and more attention https://www.bloomberg.co.jp/news/articles/2025-06-24/SYCOHQT1UM0W00srnd=cojp-v2 https://www.bloomberg.co.jp/news/articles/2025-06-24/SYCOHQT1UM0W00srnd=cojp-v2"  
[X Link](https://x.com/anyuser/status/1938538634270978496)  2025-06-27T10:03Z [----] followers, [---] engagements


"@marketplunger1 The Rainmaker"  
[X Link](https://x.com/HalvioCapital/status/1938759777859088780)  2025-06-28T00:42Z [----] followers, [---] engagements


"Buffett LBOd a TV station for Grinell and made 281% over a few years. But if you look at return on equity contribution it was really 1905% after paying off the debt. Incredible"  
[X Link](https://x.com/anyuser/status/1938761220317733266)  2025-06-28T00:47Z [----] followers, [---] engagements


"@63andConcerned @Alec_Mazo He said "face" value I believe so if he thinks $FNMAS are worth par it's probably half that amount i.e about half the $1.3B"  
[X Link](https://x.com/HalvioCapital/status/1938952989324005615)  2025-06-28T13:29Z [----] followers, [--] engagements


"One reason why you can't run screens atleast in Japan that I'm noticing is TIKR doesn't include investment securities in the EV calculation. So they completely miscalculate true enterprise value. Bit of an edge if you're willing to go stock by stock then"  
[X Link](https://x.com/HalvioCapital/status/1939324535922176240)  2025-06-29T14:06Z [----] followers, [----] engagements


"@capitalemployed Cipher $CPH.TO. Huge cash generation as EBITDA = FCF and recently used their cash to buy ParaPRO which has 23% market share in lice/scabies market in the US. Can now take this drug worldwide. Already repaid 38% of the debt for the acq. and buying back stock. Tons of catalysts"  
[X Link](https://x.com/HalvioCapital/status/1939688827607773289)  2025-06-30T14:13Z [----] followers, [----] engagements


"I tweeted the other week about an activist campaigning at tsutsumi jewelry(7937.T) but there is also another company they are targeting Nissan Tokyo Sales Holdings (8291.T) https://shiftnissantokyo.com/ https://shiftnissantokyo.com/"  
[X Link](https://x.com/HalvioCapital/status/1939871769340375545)  2025-07-01T02:20Z [----] followers, [---] engagements


"Looks like an extra $1.5m or about $0.02/share can be added to the liquidation distribution of $MHI.AX just waiting on the shareholder vote date now"  
[X Link](https://x.com/HalvioCapital/status/1940595471321649173)  2025-07-03T02:16Z [----] followers, [---] engagements


"Looking forward to reading this this weekend"  
[X Link](https://x.com/HalvioCapital/status/1941291802776174612)  2025-07-05T00:23Z [----] followers, [----] engagements


"Some interesting names I'll have to look into more: -Kukbo Design 3.5x P/E 2x P/FCF 60% of market in net cash -Uzbek Commodity Exchange 4x P/E -Western Capital Resources 4x EV/FCF -TP ICAP 7x FCF/share looking to IPO its data business Looking forward to reading this this weekend https://t.co/UZfZmi4dqT Looking forward to reading this this weekend https://t.co/UZfZmi4dqT"  
[X Link](https://x.com/anyuser/status/1941557630474035316)  2025-07-05T17:59Z [----] followers, [----] engagements


"Chofu Seisakusho (5946.T) is a prime example of this. Looks like m. cap of 63.4B and EV of 48.6B compared to FY2024 EBIT 1.7B. Not very exciting. But if you read the b/s not included in that EV is 86.3B of LT sec.which takes this now into negative EV and a net-net stock. One reason why you can't run screens atleast in Japan that I'm noticing is TIKR doesn't include investment securities in the EV calculation. So they completely miscalculate true enterprise value. Bit of an edge if you're willing to go stock by stock then One reason why you can't run screens atleast in Japan that I'm noticing"  
[X Link](https://x.com/anyuser/status/1942014531359691147)  2025-07-07T00:15Z [----] followers, [----] engagements


"Came across an old AR from Leucadias Sperry & Hutchinson (S&H) investment. Everyone always talks about Buffetts Blue Chip Stamps investment but I rarely see Leucadias S&H investment mentioned that they bought via the Baldwin-United bankruptcy. https://archive.org/details/Sper1084_1970/mode/2up https://archive.org/details/Sper1084_1970/mode/2up"  
[X Link](https://x.com/HalvioCapital/status/1942741155076268494)  2025-07-09T00:22Z [----] followers, [---] engagements


"Q2 [----] Letter Top [--] positions -Japanese basket $FILA.MI $CPH.TO $NLOP $LNF.TO https://static1.squarespace.com/static/6771ff72f1421821bd094e6a/t/687070e325350510680120b3/1752199396835/Q2+2025+Letter+.pdf https://static1.squarespace.com/static/6771ff72f1421821bd094e6a/t/687070e325350510680120b3/1752199396835/Q2+2025+Letter+.pdf"  
[X Link](https://x.com/anyuser/status/1943658604587856334)  2025-07-11T13:08Z [----] followers, 30.6K engagements


"Does anyone know or any Canadian investors know how as a Canadian to buy OTC expert or grey market stocks IBRK only lets you sell them. I believe some banks do but curious how others have tried and done it"  
[X Link](https://x.com/anyuser/status/1944033397547929930)  2025-07-12T13:57Z [----] followers, [----] engagements


"@ClarkSquareCap $CPH.TO niche pharma. company. bought ParaPRO last year that doubled their business and gives them a platform to acquire more products and layer it on their sales team. EBITDA=FCF recently started buying back stock. EBITDA of 25m can easily double which would be 5.5x EV/FCF"  
[X Link](https://x.com/HalvioCapital/status/1944950180190806297)  2025-07-15T02:40Z [----] followers, [----] engagements


"I had two friends text me about stocks today. One asking about a Canadian mining company that's doubled and he knows someone who knows someone who is invested in it another gloating about his stock portfolio. Sign of the times"  
[X Link](https://x.com/HalvioCapital/status/1945989794158334147)  2025-07-17T23:31Z [----] followers, [---] engagements


"Some interesting ideas in here As promised here are the ideas from the thread with the question "What's your favorite non-US idea at the moment + Explain why you like it." Thanks to everyone who responded 🙏 Would appreciate a RT/like if you found this helpful https://t.co/VQt3ZLjYL1 As promised here are the ideas from the thread with the question "What's your favorite non-US idea at the moment + Explain why you like it." Thanks to everyone who responded 🙏 Would appreciate a RT/like if you found this helpful https://t.co/VQt3ZLjYL1"  
[X Link](https://x.com/HalvioCapital/status/1946042493604139247)  2025-07-18T03:01Z [----] followers, [---] engagements


"No comment on valuation but the businesses touching the VTuber space in Japan have just insane growth. Theres COVER Corp. (5253.T) which has gone from 5.7B in rev to 43.4B in rev in [--] years"  
[X Link](https://x.com/HalvioCapital/status/1946646459685687589)  2025-07-19T19:00Z [----] followers, [----] engagements


"With the recent run-up in $XRP over the past month (60%) to $3.5 thought itd be a good time to update $TFG.AS look through XRP value they own through their Ripple stake. Odds of them actually getting this is nil but still fun to calculate"  
[X Link](https://x.com/HalvioCapital/status/1947010958099882069)  2025-07-20T19:09Z [----] followers, [----] engagements


"Interesting article I read over the weekend about a niche elevator maintenance company in Japan. Too expensive for my tastes (EV/EBIT 43x) but a good read https://www.bloomberg.com/news/articles/2025-07-10/japan-succession-crisis-fuels-elevator-empire-6-000-stock-gain https://www.bloomberg.com/news/articles/2025-07-10/japan-succession-crisis-fuels-elevator-empire-6-000-stock-gain"  
[X Link](https://x.com/anyuser/status/1947088740297359831)  2025-07-21T00:18Z [----] followers, [---] engagements


"Interesting new activist presentation at Pasona Group (2168.T) Looks like insiders have about 46% and Oasis is at 5% right now. They've been in the same since [----] though [----] https://t.co/VG0TjAKoHv [----] https://t.co/VG0TjAKoHv"  
[X Link](https://x.com/HalvioCapital/status/1947814556731883602)  2025-07-23T00:22Z [----] followers, [----] engagements


"@SleepwellCap @joinyellowbrick @dsmoak98 @ValuingDutchman FILA's done a good job realizing half their DOMS stake so far and can still go down to 20% without affecting their aff. rights. Controlling s/h is friendly in my eyes and aligned with investors. I dont think the mkt should penalize FILA for owning a fast growing valuable company"  
[X Link](https://x.com/HalvioCapital/status/1948526377159815190)  2025-07-24T23:31Z [----] followers, [---] engagements


"Wonder what stock Buffet's talking about here"  
[X Link](https://x.com/HalvioCapital/status/1948532166209536433)  2025-07-24T23:54Z [----] followers, [---] engagements


"@Mufasa_Capital @joinyellowbrick @dsmoak98 @ValuingDutchman continued execution further debt paydown acquisitions smaller sale of DOMS stake. Although they're better just buying back stock here than making an acquisition"  
[X Link](https://x.com/HalvioCapital/status/1948717551430619371)  2025-07-25T12:10Z [----] followers, [---] engagements


"First large IPO in Canada this year is a levered REIT that owns luxury properties in NY that was significantly oversubscribed. Hoping this opens up the path for Leons now $LNF.TO https://www.theglobeandmail.com/business/article-go-residential-reit-american-luxury-rental-real-estate-canada-ipo/ https://www.theglobeandmail.com/business/article-go-residential-reit-american-luxury-rental-real-estate-canada-ipo/"  
[X Link](https://x.com/anyuser/status/1948720225404289326)  2025-07-25T12:21Z [----] followers, [----] engagements


"@sohaventures LA Times wants to go public and copy the same shareholder structure as Green Bay"  
[X Link](https://x.com/HalvioCapital/status/1948735702054654052)  2025-07-25T13:22Z [----] followers, [---] engagements


"Wrote about an illiquid security trading at 3x EV/FCF large share repurchases over the past 2-3 years all out of the public's eye with 50% of the market cap in net cash https://www.halviocapital.com/blog/an-expert-market-stock-at-4x-earnings-buying-back-tons-of-stock https://www.halviocapital.com/blog/an-expert-market-stock-at-4x-earnings-buying-back-tons-of-stock"  
[X Link](https://x.com/anyuser/status/1949869514167873914)  2025-07-28T16:28Z [----] followers, 12.3K engagements


"@AltayCapital I'm Canadian so I use questrade but the fees are higher than a typical trade. Someone recently told me National Bank here does it for $0. If you're not a Canadian resident I don't think you can use these platforms to buy them I read. Wish IBRK offered them"  
[X Link](https://x.com/anyuser/status/1949976164740555024)  2025-07-28T23:32Z [----] followers, [---] engagements


"Finally got around to listening to this. Incredible podcast. My favourite is how Pritzker always looks and studies the balance sheet to determine downside. Reminds me of Buffett's recent remark about how he studies balance sheets first Rainmakers is back with another episode. This time on the legendary investor Jay Pritzker. In his father's first ever TV appearance he tells a panel of fellow businessmen why he disdains the media for the ways they portray his family. [--] years later I give it my own shot. https://t.co/jPe3D9L5Sf Rainmakers is back with another episode. This time on the"  
[X Link](https://x.com/anyuser/status/1950619843335745784)  2025-07-30T18:09Z [----] followers, [----] engagements


"First time I believe that $TFG.AS actually discloses the number of Ripple shares they own. Tendering 3% back last month puts them at 3.95m now. And they're marking this investment at 50% of Ripple's actual value on their NAV reports. Which is now their 2nd largest holding"  
[X Link](https://x.com/HalvioCapital/status/1950728576933715969)  2025-07-31T01:21Z [----] followers, [----] engagements


"Going away for the week. Hoping to finally get to read some of these"  
[X Link](https://x.com/HalvioCapital/status/1952396367558517091)  2025-08-04T15:49Z [----] followers, [---] engagements


"$LNF.TO Keeps chugging along. Increased Q2 sales 4% YoY slight gross margin improvement in a tough environment increased dividend by 20% and Adj. diluted EPS for the quarter was $0.57"  
[X Link](https://x.com/HalvioCapital/status/1953995211937296532)  2025-08-09T01:42Z [----] followers, [---] engagements


"$CPH.TO Just had an incredible quarter. Highest quarter sales in company history at USD$13.4m. Its currently run rating at USD$25m EBITDA and Q3 coming up for Natroba is usually a stronger quarter. Also alluded to on the CC of potential price increases for Natroba"  
[X Link](https://x.com/HalvioCapital/status/1953995215712530470)  2025-08-09T01:42Z [----] followers, [---] engagements


"Continued pay down of debt from ParaPRO acquisition of $15m and $7m after the Q which puts debt at $18m so $22m in debt paydown in a couple months with access to a $72m line should they need it"  
[X Link](https://x.com/anyuser/status/1953995218430124280)  2025-08-09T01:42Z [----] followers, [---] engagements


"Paying down debt allows them lever back up if they find something worth buying but also with the increase in the stock price they can use their stock as currency if it reflects more of a fair value as well. And they bought back $2m stock with more occurring after the quarter"  
[X Link](https://x.com/anyuser/status/1953995220485345661)  2025-08-09T01:42Z [----] followers, [---] engagements


"Stock responded pretty nicely today up 14%. One thing I've learned is that excellent management teams continuously surprise to the upside and I believe that will happen here"  
[X Link](https://x.com/HalvioCapital/status/1953995222712782948)  2025-08-09T01:42Z [----] followers, [---] engagements


"Is Godot finally going to arrive $FNMA Trump seems to confirm [----] timing for Fannie Freddie IPO https://t.co/0FodpLAqwx Trump seems to confirm [----] timing for Fannie Freddie IPO https://t.co/0FodpLAqwx"  
[X Link](https://x.com/HalvioCapital/status/1954533039842681142)  2025-08-10T13:19Z [----] followers, [----] engagements


"Posted some thoughts on Buffett's Early Investments book; Looking through the Italian stock market https://www.halviocapital.com/blog/a-special-situation-italian-markets-buongourno-and-a https://www.halviocapital.com/blog/a-special-situation-italian-markets-buongourno-and-a"  
[X Link](https://x.com/HalvioCapital/status/1954887358848880815)  2025-08-11T12:47Z [----] followers, [----] engagements


"@ToffCap 100m investment equates to 0.5% stake in Ripple Labs. Ripple owns 41B XRP tokens so VVPRs look through XRP token ownership is technically approximately 211m. Multiply that by XRP price of [----] and they would own about the $696m"  
[X Link](https://x.com/anyuser/status/1955048748158964216)  2025-08-11T23:28Z [----] followers, [---] engagements


"@marketplunger1 Long $FNMA common"  
[X Link](https://x.com/HalvioCapital/status/1955252068635103441)  2025-08-12T12:56Z [----] followers, [---] engagements


"Still amazed at some stuff you can buy in the small cap space. Pine Trail REIT $PINE.UN has a mkt cap of 1.24m and owns [--] (one) medical building in Picton ON. Ive been there before its a beautiful small town. The FMV of the building is $3.4m and BV is $3.27m so 38% of BV"  
[X Link](https://x.com/anyuser/status/1956087193732325691)  2025-08-14T20:15Z [----] followers, [----] engagements


"It does $170K in NOI and would be more profitable private. No position just highlighting the potential value"  
[X Link](https://x.com/HalvioCapital/status/1956087195481342308)  2025-08-14T20:15Z [----] followers, [----] engagements


"Stumbled upon a value investing blog from over a decade ago. I'm a sucker for these. You can learn a lot from reading old write ups and seeing what happened after the fact. https://www.valueuncovered.com/ https://www.valueuncovered.com/"  
[X Link](https://x.com/HalvioCapital/status/1957248594236354897)  2025-08-18T01:10Z [----] followers, [----] engagements


"Appreciate the kind words @ClarkSquareCap. Everyone in this list including you are automatic follows @HalvioCapital only has [---] followers but he writes one of my favorite investment letters with really unique ideas. https://t.co/EEvMtVPXeE @HalvioCapital only has [---] followers but he writes one of my favorite investment letters with really unique ideas. https://t.co/EEvMtVPXeE"  
[X Link](https://x.com/HalvioCapital/status/1958366423044198750)  2025-08-21T03:11Z [----] followers, [----] engagements


"@SleepwellCap @ClarkSquareCap Thanks Too kind"  
[X Link](https://x.com/HalvioCapital/status/1958572357649318240)  2025-08-21T16:50Z [----] followers, [---] engagements


"New Post: A Left For Dead OTC Stock at Less Than 1x EV/FCF https://www.halviocapital.com/blog/00a8g6jl9puroa0wao4r86u4uaedqw https://www.halviocapital.com/blog/00a8g6jl9puroa0wao4r86u4uaedqw"  
[X Link](https://x.com/anyuser/status/1958866867134636039)  2025-08-22T12:20Z [----] followers, [----] engagements


"@waterboycap It's cheap but I don't know if it's that cheap. Are you netting out their total cash from EV Think a good portion of that is working capital. Also TSX is a joke. Max. they can repurchase is 1k a day. Makes no sense to be on that exchange anymore"  
[X Link](https://x.com/HalvioCapital/status/1960145061699887252)  2025-08-26T00:59Z [----] followers, [---] engagements


"Case Study: Warwick Valley Telephone Company This is more @joekraymond's lane but I came across an old article about Santa Monica's investment in Warwick and thought I'd put some of my notes to a post. https://www.halviocapital.com/blog/case-study-warwick-valley-telephone-company https://www.halviocapital.com/blog/case-study-warwick-valley-telephone-company"  
[X Link](https://x.com/HalvioCapital/status/1960329356737228999)  2025-08-26T13:11Z [----] followers, [----] engagements


"Nice story. Reminds me of Hunter Douglas a couple years back. Try to buyout minorities on the cheap. Minorities say no. Company then turns around and sells for multiples of what they were willing to pay a year or two later 36% per year for [--] years in a rock company. A little-known Tweedy Browne story. Link in bio. https://t.co/yuZoEqGCMZ 36% per year for [--] years in a rock company. A little-known Tweedy Browne story. Link in bio. https://t.co/yuZoEqGCMZ"  
[X Link](https://x.com/anyuser/status/1960540562701914373)  2025-08-27T03:11Z [----] followers, [----] engagements


"A few older funds that I wish had their letters public: -Gotham Capital (Joel Greenblatt) -Gotham Partners (@BillAckman's first fund) -Peninsula Capital Advisors (Ted Weschler's)"  
[X Link](https://x.com/HalvioCapital/status/1962150789394182152)  2025-08-31T13:49Z [----] followers, [----] engagements


"122B market cap 141B net cash and this is the number the company decides to buyback last yearguess it beats the previous years"  
[X Link](https://x.com/anyuser/status/1963057127338967317)  2025-09-03T01:51Z [----] followers, 14.2K engagements


"@orrdavid 4628.T Sk Kaken"  
[X Link](https://x.com/HalvioCapital/status/1963062975746408620)  2025-09-03T02:14Z [----] followers, [---] engagements


"@TheLongHappy 32% shareholder. Might be too difficult"  
[X Link](https://x.com/HalvioCapital/status/1963072523873976665)  2025-09-03T02:52Z [----] followers, [---] engagements


"This is incredible journalism and if true should come with massive repercussions. A backdoor payment work around to evade the salary cap is what it seems like BREAKING: Kawhi Leonard allegedly signed a $28M no-show job endorsement deal with a fraudulent tree-planting company secretly funded by $50M from Clippers owner Steve Ballmer per @PabloTorre Sources say it was all to circumvent the salary cap.😳 https://t.co/4eLiIrRelJ BREAKING: Kawhi Leonard allegedly signed a $28M no-show job endorsement deal with a fraudulent tree-planting company secretly funded by $50M from Clippers owner Steve"  
[X Link](https://x.com/HalvioCapital/status/1963216227381191128)  2025-09-03T12:23Z [----] followers, [----] engagements


"@atelicinvest Don't believe it's allowed in Ontario due to law. I've wondered the same thing"  
[X Link](https://x.com/HalvioCapital/status/1963303676438536196)  2025-09-03T18:10Z [----] followers, [---] engagements


"$CPH.TO $2m in cash flow a month would put them around net cash by the end of the year. With access to a $65m revolver when they need it to make another acquisition Why does Cipher Pharma still look compelling to us Find out in our latest interview with management $CPH.T https://t.co/ELXtJEevoV Why does Cipher Pharma still look compelling to us Find out in our latest interview with management $CPH.T https://t.co/ELXtJEevoV"  
[X Link](https://x.com/HalvioCapital/status/1963754815902675113)  2025-09-05T00:03Z [----] followers, [----] engagements


"Q3 [----] Letter is out Top [--] positions -Japanese basket $FILA.MI $CPH.TO $NLOP $MCCK https://static1.squarespace.com/static/6771ff72f1421821bd094e6a/t/68e395c7b1007143265fa638/1759745479062/Q3+2025+Letter+.pdf https://static1.squarespace.com/static/6771ff72f1421821bd094e6a/t/68e395c7b1007143265fa638/1759745479062/Q3+2025+Letter+.pdf"  
[X Link](https://x.com/HalvioCapital/status/1975182459105841472)  2025-10-06T12:52Z [----] followers, 10.2K engagements


"New Post: Small update on Mestek earnings $MCCK https://www.halviocapital.com/blog/mestek-inc-earnings-thoughts https://www.halviocapital.com/blog/mestek-inc-earnings-thoughts"  
[X Link](https://x.com/HalvioCapital/status/1989334701526692014)  2025-11-14T14:08Z [----] followers, [----] engagements


"Q4 [----] Letter is out Top [--] positions: Japanese basket $FILA.MI $CPH.TO $MCCK Cash https://static1.squarespace.com/static/6771ff72f1421821bd094e6a/t/695dbe727236ce6b029a799b/1767751282926/Q4+2025+Letter+.pdf https://static1.squarespace.com/static/6771ff72f1421821bd094e6a/t/695dbe727236ce6b029a799b/1767751282926/Q4+2025+Letter+.pdf"  
[X Link](https://x.com/HalvioCapital/status/2008901077836435562)  2026-01-07T13:58Z [----] followers, 16.6K engagements


"Wrote an update on some of the smaller positions in the portfolio $CZBS $TFG.AS $LNF.TO $EDU.AX $WRCS https://www.halviocapital.com/blog/update-on-some-smaller-positions https://www.halviocapital.com/blog/update-on-some-smaller-positions"  
[X Link](https://x.com/HalvioCapital/status/1975963418093027830)  2025-10-08T16:36Z [----] followers, [----] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Category Creators

https://lunarcrush.com/api4/public/category/:category/creators/v1

Get the top creators for a social category

input parameters:

+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "youtube::undefined",
      "creator_name": "airshowfansh",
      "creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
      "creator_followers": 79600000,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing