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# ![@InvestSpecial Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::3095079461.png) @InvestSpecial Dalius - Special Sits

Dalius - Special Sits posts on X about upside, over the, $rool, investment the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::3095079461/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3095079461/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +3.20%
- X Year XXXXXXXXX +34%

### Mentions: XX [#](/creator/twitter::3095079461/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3095079461/c:line/m:posts_active.svg)

- X Week XX +23%
- X Month XXX +8.30%
- X Months XXX +48%
- X Year XXX +81%

### Followers: XXXXXX [#](/creator/twitter::3095079461/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3095079461/c:line/m:followers.svg)

- X Week XXXXXX +0.24%
- X Month XXXXXX +0.96%
- X Months XXXXXX +7%
- X Year XXXXXX +17%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::3095079461/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::3095079461/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::3095079461/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  XXXX% [travel destinations](/list/travel-destinations)  XXX% [currencies](/list/currencies)  XXX% [luxury brands](/list/luxury-brands)  XXX%

**Social topic influence**
[upside](/topic/upside) #659, [over the](/topic/over-the) 1.52%, [$rool](/topic/$rool) #38, [investment](/topic/investment) 0.91%, [sits](/topic/sits) #482, [$imxi](/topic/$imxi) #1, [$wu](/topic/$wu) 0.91%, [asset management](/topic/asset-management) #111, [has been](/topic/has-been) 0.61%, [$daln](/topic/$daln) XXXX%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@greystonecap](/creator/undefined) [@linglingfool](/creator/undefined) [@alluvialcapital](/creator/undefined) [@luisvsanchez777](/creator/undefined) [@genxpolitico1](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@lulevtrading](/creator/undefined) [@ataicapital](/creator/undefined) [@crowhurst68](/creator/undefined) [@danroller](/creator/undefined) [@doomberg](/creator/undefined) [@arbstocktipster](/creator/undefined) [@nicoperjes](/creator/undefined) [@hindenburgres](/creator/undefined) [@obelixcapital](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@tickerplus](/creator/undefined) [@jpsinvestments](/creator/undefined) [@capitalvoss](/creator/undefined)

**Top assets mentioned**
[Western Union Co (WU)](/topic/$wu) [XNET Mobile (XNET)](/topic/$xnet) [Gigantix Wallet (GTX)](/topic/$gtx) [Semler Scientific, Inc. (SMLR)](/topic/$smlr) [Strive, Inc. (ASST)](/topic/$asst) [Acadia Healthcare Company, Inc. (ACHC)](/topic/$achc) [Flagstar Financial, Inc. (FLG)](/topic/$flg) [Akropolis (AKRO)](/topic/$akro) [Novo-Nordisk (NVO)](/topic/$nvo) [Churchill Downs, Inc. (CHDN)](/topic/$chdn) [TransMedics Group, Inc. Common Stock (TMDX)](/topic/$tmdx) [Neural Protocol (NRP)](/topic/$nrp) [Hawaiian Electric Industries, Inc. (HE)](/topic/$he) [Civitas Resources, Inc. (CIVI)](/topic/$civi) [SM Energy Company (SM)](/topic/$sm) [NerveNetwork (NVT)](/topic/$nvt) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)](/topic/$tixt) [Telus Corporation (TU)](/topic/$tu) [SONM (SNM)](/topic/sonm)
### Top Social Posts [#](/creator/twitter::3095079461/posts)
---
Top posts by engagements in the last XX hours

"$PZZA buyout rumors swirling again. Apollo and Qatar Investment Fund reportedly in the mix. Talks suggest an offer near $64/share a big premium to current levels but that valuation feels a bit rich. Hard to see an offer coming in that high. Any thoughts"  
[X Link](https://x.com/InvestSpecial/status/1978076823503413597) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-14T12:34Z 31K followers, 14K engagements


"Curious setup with US-listed Chinese company $XNET one of those net-nets that almost seems too good to be real. This is a Chinese tech firm providing cloud services and download management software. The company trades at around a $600m mcap versus $235m in net cash + an X% stake in Arashi a recently listed company on the Shanghai Stock Exchange. The implied value of said stake is at $1.3bn. In other words XNET trades at roughly a XX percent discount to net cash plus its Arashi stake while still running a profitable operating business. Moreover management recently stated it intends to explore"  
[X Link](https://x.com/InvestSpecial/status/1978011903059271758) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-14T08:16Z 31K followers, 8068 engagements


"$JMS.AX has continued to tick up slowly over the past weeks. One driver is continued buying by Australian activist fund Spheria Asset Management. They just disclosed an increased stake from X% to 6%. Full write up linked below"  
[X Link](https://x.com/InvestSpecial/status/1976218579184873719) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-09T09:30Z 31K followers, 8475 engagements


"3/ @FirstHillCap focuses on finding cheap companies with strong competitive moats mostly outside the U.S. Write-ups are concise and straight to the point no unnecessary fluff just the core thesis"  
[X Link](https://x.com/InvestSpecial/status/1978385581735313678) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"4/ $ROO.L valuation: Trades at 7.9x 2023 EBITDA 2.8x 2024 EBITDA and 1.0x 2026 EBITDA (versus consensus at 2023 EBITDA breakeven). A 15x EBITDA on 2026 EBITDA would result in XXX% upside from the current levels. Exp. gain: +500%. Full write-up:"  
[X Link](https://x.com/InvestSpecial/status/1647886714847862786) [@InvestSpecial](/creator/x/InvestSpecial) 2023-04-17T08:56Z 31K followers, 2114 engagements


"How to find new investments (Part 2) Small-cap focused blogs are some of the best hunting grounds for idea generation. Here are XX more new blogs Ive been tracking over the past year 👇"  
[X Link](https://x.com/InvestSpecial/status/1978385568804311421) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, 12.2K engagements


"8/ @e_pap4 focuses on undervalued microcaps ignored by the market with some special sits mixed in. No specific industry or geography focus. Plenty of interesting setups for investors as long as small and illiquid does not deter you"  
[X Link](https://x.com/InvestSpecial/status/1978385606737543463) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"$DALN drama continues but the trade is dead. Alden came back with $20/shr yet shortly after Gamco announced it intends to vote for Hearsts $16.50/shr offer. No one thinks Alden has a shot this is done. Still it's remarkable how much value is being left on the table"  
[X Link](https://x.com/InvestSpecial/status/1968642383521763740) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-18T11:44Z 31K followers, 8519 engagements


"Good review of the $MYX.AX litigation. I agree with all the points. The stock should continue to tick up closer to the original bid. Hopefully both sides agree to settle at a symbolic cut rather than dragging this out any further"  
[X Link](https://x.com/InvestSpecial/status/1978783731746738546) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-16T11:23Z 31K followers, 7077 engagements


"Quite a curious case over at $WALD. Waldencast owns several well-known makeup and medical cosmetics brands including some exposure to HA fillers. In mid-August the company announced a broad strategic alternatives process to maximize shareholder value. One or both of its brands will likely be sold with a potential XX% upside under relatively conservative assumptions. In the meantime the stock trades roughly around pre-announcement levels. While theres some downside risk if no sale is announced its unlikely to be catastrophic. Both brands continue to grow at a healthy pace Milk Makeup in the"  
[X Link](https://x.com/InvestSpecial/status/1977669599563850244) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-13T09:35Z 31K followers, 4366 engagements


"Interesting thoughts on $GTX from Mcintyre Partnerships Multibagger upside by 2027 Full letter below"  
[X Link](https://x.com/InvestSpecial/status/1951943763808457031) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-03T09:50Z 31K followers, 16.4K engagements


"Just read the latest Mauboussin article. A great piece on capital allocation with plenty of historical data on cash levels across different sectors and industries. Worth a read link below"  
[X Link](https://x.com/InvestSpecial/status/1975523088407187703) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-07T11:26Z 31K followers, 52.5K engagements


"$SMLR merger with $ASST looks intriguing yet completely nuts. The spread is massive around XX% today. This is the first crypto treasury roll-up with ASST acquiring SMLR at a 21.05x exchange ratio. The setup is highly fragile with both borrow and options extremely expensive. The deal will likely close but its a situation where youre running against the clock hoping that ASSTs price doesnt fall further. Thats especially problematic given the unclear closing timeline. ASST trades at a massive 2.2x premium to NAV far above nearly all BTC DATs which have all tanked since the summer peak. Even the"  
[X Link](https://x.com/InvestSpecial/status/1975533630035235081) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-07T12:08Z 31K followers, 4912 engagements


"6/ @investwithwes1 covers stocks globally with no specific size or industry focus. A value-investing blog with a clear process for picking each stock as part of a portfolio. Not the newest blog but one Ive started following over the past year more"  
[X Link](https://x.com/InvestSpecial/status/1978385596616704051) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"$SCPH merger closed as expected. sNDA was submitted by the end of September so were now on the clock for approval before Sept'26. If not by September approval by the end of 2026 seems highly likely for the $XXXX payout. Full write-up linked below"  
[X Link](https://x.com/InvestSpecial/status/1975868848114188478) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-08T10:20Z 31K followers, 6859 engagements


"First positive development in $IMXI / $WU merger. The spread stands at 13%. The HSR waiting period has expired without any concerns. Other regulatory approvals from state and financial regulatory bodies are still pending. The timeline remains long with the deal expected to close in mid-2026. However spread now feels too wide after HSR expiry. What are we missing here"  
[X Link](https://x.com/InvestSpecial/status/1975851004026388802) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-08T09:09Z 31K followers, 14.9K engagements


"$OCI.AS trades below net cash with a remainco operation for free. OCI has announced four major asset sales with combined net proceeds to exceed the companys enterprise value. Two special dividends (14.5/share and 4.2/share) have been announced and paid out. Another 4/share distribution will be returned to shareholders following the recent close of the final asset sale. At the current stock price of 7.5/share OCI trades below my pro-forma net cash estimate of 7.64/share. On top of that investors are getting the EU nitrogen operations with annual mid-cycle EBITDA guided at $150m (0.65/share)"  
[X Link](https://x.com/InvestSpecial/status/1940333372813054223) [@InvestSpecial](/creator/x/InvestSpecial) 2025-07-02T08:55Z 31K followers, 18.3K engagements


"2/ $ROO.L pitch: Consensus estimates are too low. ROO has sold off with the tech/growth meltdown notwithstanding solid financial performance through the end of COVID and the subsequent UK consumer crisis"  
[X Link](https://x.com/InvestSpecial/status/1647886696820736000) [@InvestSpecial](/creator/x/InvestSpecial) 2023-04-17T08:56Z 31K followers, 2031 engagements


"$ACHC finally might be getting sold. Two activists with a combined X% stake are pushing the medical facilities owner/operator to explore a sale. Certainly cheap at 7x fwd EBITDA but the staggered board is a big problem. Watching closely for further developments"  
[X Link](https://x.com/InvestSpecial/status/1974083885660320013) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-03T12:07Z 31K followers, 3740 engagements


"Recent post on FirstHills Investments blog $GPW.WA Operator of the Warsaw Stock Exchange; undervalued local monopoly with stable market services revenue and XXX% EBITDA growth target. Tech/data expansion and takeover optionality create asymmetric upside"  
[X Link](https://x.com/InvestSpecial/status/1978385584746901866) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"I guess I was a bit too quick on this one. The spread has indeed narrowed and now stands at X% after the HSR review expired. The rest of the $IMXI / $WU spread comes down to the remaining timeline and some residual regulatory and shareholder approval risk"  
[X Link](https://x.com/InvestSpecial/status/1976208512381485187) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-09T08:50Z 31K followers, 5699 engagements


"$HAYPP trades at just 8x EV/2028 EBITDA is already FCF positive and is committed to returning excess cash. By 2030 it could generate annual cash flows approaching todays EV"  
[X Link](https://x.com/InvestSpecial/status/1960613164418019728) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-27T07:59Z 31K followers, 6276 engagements


"Interesting pitch on $FLG by Black Bear Value Flagstar Financial trades at XX% of tangible book vs peers at 140160%. With cleanup nearly done and strong leadership risk is low and upside could reach 50150% in XX years"  
[X Link](https://x.com/InvestSpecial/status/1978821985254670829) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-16T13:55Z 31K followers, 5530 engagements


"Recent post on InvestingWithWes blog $EVO.ST: Market-leading live casino provider with 60%+ margins strong cash generation and disciplined capital allocation. Expanding into regulated markets (U.S. LatAm) while maintaining dominance in live gaming"  
[X Link](https://x.com/InvestSpecial/status/1978385599133335905) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"2/ $PRPO pitch by @DeepSailCapital Potential multibagger hidden in a microcap cancer diagnostics co with proprietary assay kits (HemeScreen IV-Cell) and its own CLIA lab. Valuation has been pushed down by going-concern language and temporary headwinds that are now behind it"  
[X Link](https://x.com/InvestSpecial/status/1960613167437906135) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-27T07:59Z 31K followers, 6898 engagements


"Full article:"  
[X Link](https://x.com/InvestSpecial/status/1975523173404663860) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-07T11:26Z 31K followers, 4834 engagements


"The $DALN drama is finally over. As expected Hearsts last bump was enough to push shareholders over the line. The offer has just been accepted"  
[X Link](https://x.com/InvestSpecial/status/1970834289316266354) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-24T12:54Z 31K followers, 5446 engagements


"$ETNB competitor developing a MASH treatment $AKRO was just acquired by $NVO. Big pharma is clearly betting heavily on these drugs. Theres also an interesting CVR component attached to the AKRO deal. The offer is for $54/share in cash + $6/share in CVR and the stock currently trades at $54.08/share. The CVR payout is tied to the cirrhosis indication approval as well but with much stronger upside than in the case of ETNB. I havent looked into this in detail yet but its worth checking out"  
[X Link](https://x.com/InvestSpecial/status/1976643630484869147) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-10T13:39Z 31K followers, 5781 engagements


"New SSI idea: Merger arb with a XX% spread The company is selling all assets to a business partner. Closing conditions appear likely to be met. Main risk is borrow availability though a few million USD in borrow is currently accessible for hedging"  
[X Link](https://x.com/InvestSpecial/status/1977673472865141009) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-13T09:51Z 31K followers, 3682 engagements


"1/ New investment ideas from VIC 👇 Incl: $ROO.L $CHDN & $ASPS $ROO.L pitch: Food delivery business that operates in the UK Ireland France Italy and a few additional markets. ROO is cheap with 2/3 of the mcap in cash and a clear line-of-sight to FCF generation. .👇"  
[X Link](https://x.com/InvestSpecial/status/1647886695516327937) [@InvestSpecial](/creator/x/InvestSpecial) 2023-04-17T08:56Z 31K followers, 35.1K engagements


"Interesting pitch on $TMDX from Infuse Asset Management. Potential multibagger with a significant moat and the only FDA-approved medtech device for transporting donor organs. Linking an earlier VIC article with more details below"  
[X Link](https://x.com/InvestSpecial/status/1976633818108121422) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-10T13:00Z 31K followers, 7482 engagements


"10 best ideas from Q2'2025 investor letters. Quite a few interesting picks with multibagger potential this quarter. Lets dive in👇"  
[X Link](https://x.com/InvestSpecial/status/1960613153445708068) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-27T07:59Z 31K followers, 99.1K engagements


"3/ $ROO.L pitch: Despite not being the country-level GMV leader ROO is leading in the most attractive sub-markets and has carved out a niche as the premium brand which yields higher average order values and better profitability despite the lower scale"  
[X Link](https://x.com/InvestSpecial/status/1647886709453930496) [@InvestSpecial](/creator/x/InvestSpecial) 2023-04-17T08:56Z 31K followers, 2020 engagements


"@KyleTushaus Im aware of both setups for sure. I agree on $NRP and even pitched it on X. I havent looked into $HE for a while so I do need to give it another look. Thanks for the note"  
[X Link](https://x.com/InvestSpecial/status/1969999713907699912) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-22T05:38Z 31K followers, XXX engagements


"Interesting thoughts on $CSU.TO by Akre Capital This is an especially interesting read following the recent drawdown driven by fears of AI disruption in vertical software and of course Leonards decision to step down. Full letter with more details below"  
[X Link](https://x.com/InvestSpecial/status/1978060465424224543) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-14T11:29Z 31K followers, 4885 engagements


"Consolidation in Permian set to continue. Bloomberg reports that $CIVI plans to merge with another mid-sized peer $SM. Unfortunately its expected to be a merger of equals with no premium. The broader consolidation trend is worth watching for other potential deals"  
[X Link](https://x.com/InvestSpecial/status/1976177766384140540) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-09T06:47Z 31K followers, 6141 engagements


"Any thoughts on $BHR preferreds BHR is an owner and operator of multiple luxury hotels including Ritz-Carlton Four Seasons and Hyatt properties. A few weeks ago the company announced a strategic review aimed at selling the entire business. A straight equity play looks far too uncertain given the leverage here but the preferreds look interesting. In particular $BHR.PB offers around XX% downside to pre-announcement levels and 50%+ upside if the company is sold with preferreds fully covered. The external advisor stands to receive a massive $480M termination fee so the sale is likely happening"  
[X Link](https://x.com/InvestSpecial/status/1975182287026184339) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-06T12:52Z 31K followers, 5446 engagements


"7/ @alluvialcapital is a well-known small-cap value & special sits fund manager. Not his first feature here but hes recently launched the Tactile Fund a blog and fund focused on long-term investments in companies with unique physical assets"  
[X Link](https://x.com/InvestSpecial/status/1978385601389903976) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"This 'odd lot' type play worked out nicely and faster than expected. You can see the full pitch here:"  
[X Link](https://x.com/InvestSpecial/status/1918239767310848272) [@InvestSpecial](/creator/x/InvestSpecial) 2025-05-02T09:42Z 31K followers, 7292 engagements


"Interesting pitch on $NVT from @UpslopeCapital Dominant player in electrical protection systems with XX% mkt shr pricing power and tailwinds from electrification and the IRA. Backed by solid FCF smart M&A and a leading position in enclosures seg. potential compounder"  
[X Link](https://x.com/InvestSpecial/status/1949779514407494100) [@InvestSpecial](/creator/x/InvestSpecial) 2025-07-28T10:30Z 31K followers, 7317 engagements


"Great letter from Horizon Kinetics on opportunities in the Japanese stock market especially the section on owner-operated enterprises and their historical outperformance. Also a sharp look into Japanese corporate culture. Full letter below"  
[X Link](https://x.com/InvestSpecial/status/1955569085254918338) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-13T09:56Z 31K followers, 12.7K engagements


"Post example on Tactile Fund blog $SVITZR.CO: Worlds largest tugboat operator and only pure-play towage firm. Mission-critical niche with durable demand exclusive port contracts and mid-teens ROIC potential postMaersk spin-off. Stock got acquired soon after the post"  
[X Link](https://x.com/InvestSpecial/status/1978385604569149857) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-15T09:00Z 31K followers, XXX engagements


"Buyout of $TIXT by its parent $TU looks interesting. Lowball initial offer could be bumped after the special commitee review ends. The largest shareholder of TIXT a BPO and IT services business is TELUS Corp a $24bn Canadian telecom giant holding a XX% stake. TELUS has submitted a lowball offer to acquire the remaining shares at $3.40/share. The stock is currently trading above the bid at $XXXX. The board has promptly formed a special committee to review the transaction. There are a few things to like about this setup. The buyer is a highly credible and well-financed Canadian telecom player"  
[X Link](https://x.com/InvestSpecial/status/1935266459443163232) [@InvestSpecial](/creator/x/InvestSpecial) 2025-06-18T09:20Z 31K followers, 33.8K engagements


"Just when you think the $SONM story is over it finds its way back into the spotlight. A few weeks ago X Main Capital a well-known small-cap fund established a X% stake. Stock is up c. XX% since and now trades close to expected proceeds from the sale of it's assets to Social Mobile. Great trade for X Main. Watching closely if this sale would actually close by Q4"  
[X Link](https://x.com/InvestSpecial/status/1970437662738653652) [@InvestSpecial](/creator/x/InvestSpecial) 2025-09-23T10:38Z 31K followers, 14.7K engagements


"$CMTL is up about XX% since the May post with most of that move occurring over the past month on basically no news. Either someone knows something and is quietly loading up or theres been some industry-related development that Ive clearly missed. In any case this looks like a good exit opportunity. Given that CMTL is a levered stub such sharp run-ups can happen occasionally. But beyond that the value unlock process has been dragging on for far too long at this point. As a reminder the debt repayments originally due in October which I initially thought might accelerate the process have been"  
[X Link](https://x.com/InvestSpecial/status/1976226139828895972) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-09T10:00Z 31K followers, 5371 engagements


"$IMXI / $WU Merger XX% Spread Worth a Look IMXI a remittances company is being acquired by its much larger peer Western Union. The offer is at $16/share in cash with closing expected in mid-2026. This is a strong strategic move to bolster WUs position in the U.S. market particularly in Latin America and the Caribbean where IMXI has a solid foothold. The combined company will control roughly XX% market share in the Latin American corridor making it the largest player with Remitly in second place at 20%. The deal comes at a large XX% premium and at 5x EBITDA which is a reasonable multiple"  
[X Link](https://x.com/InvestSpecial/status/1958114458716299509) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-20T10:30Z 31K followers, 16.6K engagements


"Interesting spin-off developing with $TNOM.HE. Talenom Oyj is a Scandinavian accounting services company that has developed proprietary accounting software over many years. About a year ago the company decided to separate the software business into a distinct segment and start offering it as a standalone service. The software segment currently accounts for around XX% of revenues and XX% of EBITDA. The company has now announced plans to spin off the software business into a separate entity in H1 2026. The combined company trades at around 7x 2025E EBITDA. Management guides for XX% growth in"  
[X Link](https://x.com/InvestSpecial/status/1976596069103657378) [@InvestSpecial](/creator/x/InvestSpecial) 2025-10-10T10:30Z 31K followers, 6137 engagements


"Interesting SOTP value-unlock play with Gamco as the leading activist at $MYE Myers Industries produces plastic and rubber products for industrial applications whether for storage or other material handling processes. The company is currently exploring a sale of its low-margin underperforming distribution segment whichif soldcould cover a third of net debt and more importantly crystallize the value of the material handling segment. Beyond that Gamco holds a XX% stake and launched an activist campaign in December 2024. The stock is up XX% since but I believe meaningful upside still remains."  
[X Link](https://x.com/InvestSpecial/status/1955186079314690135) [@InvestSpecial](/creator/x/InvestSpecial) 2025-08-12T08:34Z 31K followers, 13.3K engagements