[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.] #  @InvestSpecial Dalius - Special Sits Dalius - Special Sits posts on X about debt, $schl, $lee, $bned the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::3095079461/interactions)  - X Week XXXXXX +520% - X Month XXXXXXX +45% - X Months XXXXXXX -XX% - X Year XXXXXXXXX -XXXX% ### Mentions: XX [#](/creator/twitter::3095079461/posts_active)  - X Months XXX -XX% - X Year XXX -XX% ### Followers: XXXXXX [#](/creator/twitter::3095079461/followers)  - X Week XXXXXX +0.10% - X Month XXXXXX +0.79% - X Months XXXXXX +6.80% - X Year XXXXXX +17% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::3095079461/influencer_rank)  ### Social Influence [#](/creator/twitter::3095079461/influence) --- **Social category influence** [finance](/list/finance) **Social topic influence** [debt](/topic/debt), [$schl](/topic/$schl), [$lee](/topic/$lee), [$bned](/topic/$bned), [$200250m](/topic/$200250m), [$avir](/topic/$avir), [$jnce](/topic/$jnce), [$cveo](/topic/$cveo), [$smrt](/topic/$smrt), [$140m](/topic/$140m) **Top assets mentioned** [Kyndryl Holdings, Inc. (KD)](/topic/$kd) [Byepix (EPIX)](/topic/$epix) ### Top Social Posts [#](/creator/twitter::3095079461/posts) --- Top posts by engagements in the last XX hours "10/ $BNED down XX% BNED has underdelivered on its turnaround planburning cash issuing dilutive equity and struggling under significant leverage. That said some signs of progress have emerged with the stock up nearly XXX% over the past XX months"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1943228333883277783) 2025-07-10 08:38:32 UTC 30K followers, 2302 engagements "Hidden RE play over at $SCHL Prominent publisher and distributor of children's books is looking to monetize its prime NYC real estate assets. The sale of excess capacity at its HQs + retail space could fetch $200250m. Operations at 4x EV/EBITDA with zero net debt. 👇"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1947976239832010964) 2025-07-23 11:05:01 UTC 30K followers, 14.2K engagements "FYI a great thread is developing on one of my older $LEE posts jump in and join the discussion here:"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1947944292229546214) 2025-07-23 08:58:04 UTC 30K followers, 4122 engagements "For example he recently acquired $JNCE a busted biopharma going through a value-destructive reverse merger. As usual he offered to buy it at a slight discount to net cash plus XX% of CVR. Now he is trying to execute the same strategy at $AVIR. 13D:"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1661652436493164545) 2023-05-25 08:36:27 UTC 30K followers, 3776 engagements "Interesting setup over at $CVEO with a highly reputable activist involved. At its core the pitch rests on a combination of hidden assets growing earning power and the presence of a reputable activist Engine Capital (which owns 10%) already driving significant changes in capital allocation. My conservative estimate of upside excluding the value of underutilized assets suggests a XX% gain over XXX years compared to Engine Capitals estimate of 100%+ over the same period. A key aspect of the thesis is the ongoing capital return program. Engine Capital began its campaign in March 2025 pushing"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1945406803250122943) 2025-07-16 08:55:00 UTC 30K followers, 11.7K engagements "While this isnt exactly a story in my wheelhouse its not hopeless. Sales hit came mostly from low-margin hardware while SaaS grew XX% YoY. With $140M in cash improving unit economics and a renewed SaaS focus under new leadership $SMRT could still stage a turnaround"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1943228331626799610) 2025-07-10 08:38:32 UTC 30K followers, 1025 engagements "New Idea on SSI: Net-Net With Short Term Catalyst. Seemingly typical biopharma burning cash on science but an imminent catalyst could close the wide discount to net cash. Downside protected if a strategic review is forced by frustrated investors including a notable activist"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1948295400458240003) 2025-07-24 08:13:15 UTC 30K followers, 7761 engagements "$DALN has now turned into an interesting merger arb. The spread to the new $16.50/share cash offer is 11%. The offer appears clearly superior with committed financing and a reputable buyer. Downside to the committed $14/share bid is only 56%. Spread is too wide"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1948671894892544476) 2025-07-25 09:09:18 UTC 30K followers, 17.6K engagements ".108k sqft of excess office space could conservatively be sold for around $700/sqft in SoHo though Im not an expert and open to other views. That would amount to roughly $76m bringing the total to $230m more than enough to cover $SCHL debt and leave some cash on top"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1947976248183165140) 2025-07-23 11:05:03 UTC 30K followers, XXX engagements "Proceeds will be used to pay off debt and potentially return the rest to shareholders. So what's it worth 26k sqft of retail space exepcted to generate $11.1m rental rev with XX% NOI margin on that and cap rate of X% = $155m just for this. Co also has"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1947976245318385664) 2025-07-23 11:05:03 UTC 30K followers, XXX engagements "4/ $KFS.AX pitch by @GreenhavenRoad $KFS is an overlooked microcap ($225M mcap) running a modernized search fund platform. Led by a sharp turnaround CEO since 2018 theyre acquiring asset-light recurring revenue businesses at 5x EBITDA with $600M+ in tax NOLs as a kicker"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1928010757150527596) 2025-05-29 08:49:19 UTC 30K followers, 4341 engagements "Thats exactly what happened. A re-rating from a stupidly cheap 0.3x sales to a more reasonable 0.8x EV/Sales combined with meaningful EBIT improvement led to a XXX% return. $KD is a bit too large for me so I cant say with confidence what lies ahead for the company"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1938889988961395185) 2025-06-28 09:19:30 UTC 30K followers, 2260 engagements "As expected Kevin Tangs involvement was there for a reason. $ITOS is being acquired close to the conservative my liquidation value estimate with a cash offer of $10.047/share plus a CVR kicker: excess cash above $475M and XX% of the RemainCo pipeline assets. At the current run rate I dont see a meaningful case for distributions above $475M especially if the unrecognized tax liability is fully booked. That said below $10/share this was a decent optionality buy. Lets see how it plays out over the next few weeks with closing expected in Q3"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1947612164128178592) 2025-07-22 10:58:19 UTC 30K followers, 4917 engagements "A sale appears highly likely. The company has already hired independent evaluators and begun marketing the excess property. The assets are located at XXX Broadway in SoHo so they should be marketable even in the current environment"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1947976242554417158) 2025-07-23 11:05:02 UTC 30K followers, XXX engagements "This 'odd lot' type play worked out nicely and faster than expected. You can see the full pitch here:"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1918239767310848272) 2025-05-02 09:42:54 UTC 30K followers, 7280 engagements "1) $LEE & Hoffman might already be cooking a deal behind the scenes (likely if this proposal is accepted) or 2) mgmt rejects it files Ch.11 keeps control during BK and screws Hoffman + equity holders (as theyve done before). anyways this is a fun case to follow"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1947944290161770718) 2025-07-23 08:58:04 UTC 30K followers, 2650 engagements "Pure-play net-net biopharma plays with announced strategic reviews seem to be disappearing fast. Tang Capital has been especially active recently picking up a number of these names including $CRGX $KRON $IGMS and $ELEV. Recently $EPIX agreed to a similar type of setup. Some broken biopharmas pivoted into crypto treasury plays like $SONN which was up 10x on that deal. Yes thats the world we live inbut I digress. Not many of these plays remain on the market. So it might be worth looking into setups that are trading at massive discounts but still have not announced any strategic shifts or"  [@InvestSpecial](/creator/x/InvestSpecial) on [X](/post/tweet/1946130824211931376) 2025-07-18 08:52:00 UTC 30K followers, 7150 engagements
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@InvestSpecial Dalius - Special Sits
Dalius - Special Sits posts on X about debt, $schl, $lee, $bned the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXXX +520%
- X Month XXXXXXX +45%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XXXX%
Mentions: XX #
- X Months XXX -XX%
- X Year XXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.10%
- X Month XXXXXX +0.79%
- X Months XXXXXX +6.80%
- X Year XXXXXX +17%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance
Social topic influence debt, $schl, $lee, $bned, $200250m, $avir, $jnce, $cveo, $smrt, $140m
Top assets mentioned Kyndryl Holdings, Inc. (KD) Byepix (EPIX)
Top Social Posts #
Top posts by engagements in the last XX hours
"10/ $BNED down XX% BNED has underdelivered on its turnaround planburning cash issuing dilutive equity and struggling under significant leverage. That said some signs of progress have emerged with the stock up nearly XXX% over the past XX months"
@InvestSpecial on X 2025-07-10 08:38:32 UTC 30K followers, 2302 engagements
"Hidden RE play over at $SCHL Prominent publisher and distributor of children's books is looking to monetize its prime NYC real estate assets. The sale of excess capacity at its HQs + retail space could fetch $200250m. Operations at 4x EV/EBITDA with zero net debt. 👇" @InvestSpecial on X 2025-07-23 11:05:01 UTC 30K followers, 14.2K engagements
"FYI a great thread is developing on one of my older $LEE posts jump in and join the discussion here:" @InvestSpecial on X 2025-07-23 08:58:04 UTC 30K followers, 4122 engagements
"For example he recently acquired $JNCE a busted biopharma going through a value-destructive reverse merger. As usual he offered to buy it at a slight discount to net cash plus XX% of CVR. Now he is trying to execute the same strategy at $AVIR. 13D:" @InvestSpecial on X 2023-05-25 08:36:27 UTC 30K followers, 3776 engagements
"Interesting setup over at $CVEO with a highly reputable activist involved. At its core the pitch rests on a combination of hidden assets growing earning power and the presence of a reputable activist Engine Capital (which owns 10%) already driving significant changes in capital allocation. My conservative estimate of upside excluding the value of underutilized assets suggests a XX% gain over XXX years compared to Engine Capitals estimate of 100%+ over the same period. A key aspect of the thesis is the ongoing capital return program. Engine Capital began its campaign in March 2025 pushing" @InvestSpecial on X 2025-07-16 08:55:00 UTC 30K followers, 11.7K engagements
"While this isnt exactly a story in my wheelhouse its not hopeless. Sales hit came mostly from low-margin hardware while SaaS grew XX% YoY. With $140M in cash improving unit economics and a renewed SaaS focus under new leadership $SMRT could still stage a turnaround" @InvestSpecial on X 2025-07-10 08:38:32 UTC 30K followers, 1025 engagements
"New Idea on SSI: Net-Net With Short Term Catalyst. Seemingly typical biopharma burning cash on science but an imminent catalyst could close the wide discount to net cash. Downside protected if a strategic review is forced by frustrated investors including a notable activist" @InvestSpecial on X 2025-07-24 08:13:15 UTC 30K followers, 7761 engagements
"$DALN has now turned into an interesting merger arb. The spread to the new $16.50/share cash offer is 11%. The offer appears clearly superior with committed financing and a reputable buyer. Downside to the committed $14/share bid is only 56%. Spread is too wide" @InvestSpecial on X 2025-07-25 09:09:18 UTC 30K followers, 17.6K engagements
".108k sqft of excess office space could conservatively be sold for around $700/sqft in SoHo though Im not an expert and open to other views. That would amount to roughly $76m bringing the total to $230m more than enough to cover $SCHL debt and leave some cash on top" @InvestSpecial on X 2025-07-23 11:05:03 UTC 30K followers, XXX engagements
"Proceeds will be used to pay off debt and potentially return the rest to shareholders. So what's it worth 26k sqft of retail space exepcted to generate $11.1m rental rev with XX% NOI margin on that and cap rate of X% = $155m just for this. Co also has" @InvestSpecial on X 2025-07-23 11:05:03 UTC 30K followers, XXX engagements
"4/ $KFS.AX pitch by @GreenhavenRoad $KFS is an overlooked microcap ($225M mcap) running a modernized search fund platform. Led by a sharp turnaround CEO since 2018 theyre acquiring asset-light recurring revenue businesses at 5x EBITDA with $600M+ in tax NOLs as a kicker" @InvestSpecial on X 2025-05-29 08:49:19 UTC 30K followers, 4341 engagements
"Thats exactly what happened. A re-rating from a stupidly cheap 0.3x sales to a more reasonable 0.8x EV/Sales combined with meaningful EBIT improvement led to a XXX% return. $KD is a bit too large for me so I cant say with confidence what lies ahead for the company" @InvestSpecial on X 2025-06-28 09:19:30 UTC 30K followers, 2260 engagements
"As expected Kevin Tangs involvement was there for a reason. $ITOS is being acquired close to the conservative my liquidation value estimate with a cash offer of $10.047/share plus a CVR kicker: excess cash above $475M and XX% of the RemainCo pipeline assets. At the current run rate I dont see a meaningful case for distributions above $475M especially if the unrecognized tax liability is fully booked. That said below $10/share this was a decent optionality buy. Lets see how it plays out over the next few weeks with closing expected in Q3" @InvestSpecial on X 2025-07-22 10:58:19 UTC 30K followers, 4917 engagements
"A sale appears highly likely. The company has already hired independent evaluators and begun marketing the excess property. The assets are located at XXX Broadway in SoHo so they should be marketable even in the current environment" @InvestSpecial on X 2025-07-23 11:05:02 UTC 30K followers, XXX engagements
"This 'odd lot' type play worked out nicely and faster than expected. You can see the full pitch here:" @InvestSpecial on X 2025-05-02 09:42:54 UTC 30K followers, 7280 engagements
"1) $LEE & Hoffman might already be cooking a deal behind the scenes (likely if this proposal is accepted) or 2) mgmt rejects it files Ch.11 keeps control during BK and screws Hoffman + equity holders (as theyve done before). anyways this is a fun case to follow" @InvestSpecial on X 2025-07-23 08:58:04 UTC 30K followers, 2650 engagements
"Pure-play net-net biopharma plays with announced strategic reviews seem to be disappearing fast. Tang Capital has been especially active recently picking up a number of these names including $CRGX $KRON $IGMS and $ELEV. Recently $EPIX agreed to a similar type of setup. Some broken biopharmas pivoted into crypto treasury plays like $SONN which was up 10x on that deal. Yes thats the world we live inbut I digress. Not many of these plays remain on the market. So it might be worth looking into setups that are trading at massive discounts but still have not announced any strategic shifts or" @InvestSpecial on X 2025-07-18 08:52:00 UTC 30K followers, 7150 engagements