[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.] #  @KEDM_COM KEDM.com KEDM.com posts on X about maui, $unfi, business, $akzana the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1343646616566292482/interactions)  - X Week XXXXXX +59% - X Month XXXXXXX +447% - X Months XXXXXXX +1,175% - X Year XXXXXXX +20% ### Mentions: XX [#](/creator/twitter::1343646616566292482/posts_active)  - X Week XX -XX% - X Month XX +400% - X Months XX +244% - X Year XXX +79% ### Followers: XXXXXX [#](/creator/twitter::1343646616566292482/followers)  - X Week XXXXXX +0.40% - X Month XXXXXX +2.10% - X Months XXXXXX +4.10% - X Year XXXXXX +4% ### CreatorRank: XXXXXXX [#](/creator/twitter::1343646616566292482/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) #5410 [stocks](/list/stocks) XXXXX% [travel destinations](/list/travel-destinations) XXXX% [agencies](/list/agencies) XXX% [automotive brands](/list/automotive-brands) XXX% [countries](/list/countries) XXX% **Social topic influence** [maui](/topic/maui) #88, [$unfi](/topic/$unfi) #1, [business](/topic/business) 5.41%, [$akzana](/topic/$akzana) #1, [$axta](/topic/$axta) 5.41%, [$25bn](/topic/$25bn) 5.41%, [$mlp](/topic/$mlp) #1, [$rely](/topic/$rely) #16, [$bdx](/topic/$bdx) #44, [bdx](/topic/bdx) #39 **Top accounts mentioned or mentioned by** [@erikywr](/creator/undefined) [@toffcap](/creator/undefined) [@ab1001_disciple](/creator/undefined) [@rickhol34475697](/creator/undefined) [@kt_valueguy](/creator/undefined) **Top assets mentioned** [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Axalta Coating Systems Ltd. (AXTA)](/topic/$axta) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Beldex (BDX)](/topic/$bdx) [Marvell Technology Inc (MRVL)](/topic/marvell-tech) [Amcor PLC (AMCR)](/topic/$amcr) [Treehouse Foods, Inc. (THS)](/topic/$ths) [Wise (WISE)](/topic/$wise) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [Becton Dickinson and Co (BDX)](/topic/becton-dickinson) [Wat (WAT)](/topic/$wat) [Netflix Inc (NFLX)](/topic/$nflx) [Wild Beast Block (WBB)](/topic/$wbb) [Boyd Gaming Corporation (BYD)](/topic/$byd) ### Top Social Posts Top posts by engagements in the last XX hours "Announced Spin-off Monitor: KBR is planning to spin off its MissionTechnology Solutions business hoping to complete to spin by mid to late 2026. The MTS SpinCo plans to continue to scale as a critical government service provider while RemainCo New KBR will continue to build on its sustainable technology solutions business" [X Link](https://x.com/KEDM_COM/status/1973715345140490326) 2025-10-02T11:43Z 11K followers, 1058 engagements "Buyback Monitor: Marvell Tech MRVL announced a new $5b program (7%) with $1b being accelerated. Theyve pulled in well over $1b in the TTM" [X Link](https://x.com/KEDM_COM/status/1973715346830901607) 2025-10-02T11:43Z 11K followers, 1034 engagements "The new KEDM Weekly is out We added a lot more event-driven content and will continue to add going forward. Also don't forget this Fridays Happy Hour with Erik Renander @erik_ywr on HK property Macau casinos & Shenzhen tech. 🔗 $FEC.CN $AMCR $CBRN.NA $FII.FP $DOLE $IMCD.A $LEE $THS" [X Link](https://x.com/KEDM_COM/status/1991509514223284682) 2025-11-20T14:10Z 11K followers, 9810 engagements "Merger Note: When did no more large-scale M&A over the next few years become lets do a massive deal now Akzo Nobel $AKZA.NA is buying Axalta $AXTA in an all-stock transaction valued at around $25bn. A few interesting things here. (excerpt from Kliff Notes)" [X Link](https://x.com/KEDM_COM/status/1992677531107877146) 2025-11-23T19:32Z 11K followers, 1408 engagements "When did no more large-scale M&A over the next few years become lets do a massive deal now Akzo Nobel $AKZA.NA is buying Axalta $AXTA in an all-stock transaction valued at around $25bn. A few interesting things here" [X Link](https://x.com/KEDM_COM/status/1993373628667199788) 2025-11-25T17:38Z 11K followers, 1674 engagements "Certainly worth highlighting that Azelis $AZE largest shareholder EQT has agreed to sell roughly 44m shares reducing its stake to about XX% from 28%. The buyers include existing Azelis shareholders (e.g. Temasek JNE Partners and First Pacific Advisors). The large shareholder overhang has often been viewed as one of the main reasons for the companys discount vs its main peer $IMCD. These are very interesting and earnings resilient companies currently suffering from poor end-markets and in the case of Azelis still recovering from a few company-specific screw ups. If youre one of the few people" [X Link](https://x.com/KEDM_COM/status/1991126562079383981) 2025-11-19T12:49Z 11K followers, 42.9K engagements "If theres one company that has seen insiders massively accelerate open market purchases over the past few weeks its Maui Land & Pineapple $MLP. Insiders bought over $3m worth of shares" [X Link](https://x.com/KEDM_COM/status/1998125943517319611) 2025-12-08T20:22Z 11K followers, 19.7K engagements "We are updating our notes on interesting investor events. One of them is Remitly $RELY. The investor day is today on Dec X. We recently detailed the company in our payments write-up. The business achieved positive GAAP Net Income earlier this year" [X Link](https://x.com/KEDM_COM/status/1998425422695145954) 2025-12-09T16:12Z 11K followers, 1730 engagements "As a reminder $BDX is spinning its $3.3bn revenue biosciences & diagnostics units to Waters via a reverse Morris trust in early 2026" [X Link](https://x.com/KEDM_COM/status/1996693536901570613) 2025-12-04T21:30Z 11K followers, XXX engagements "The sales will have an overall positive impact on BDXs overall growth. In short BDXs growth and visibility profile will improve its balance sheet will be stronger and capital returns will be enhanced. Meanwhile $BDXs share price has dropped significantly in 2025. Worth keeping an eye on over the next few months" [X Link](https://x.com/KEDM_COM/status/1996693537862144162) 2025-12-04T21:30Z 11K followers, XXX engagements "New KEDM just published This weeks KEDM dives into the no-earnings companies of cross-border payments and highlights tons of interesting trade set-ups" [X Link](https://x.com/KEDM_COM/status/1990090699203813559) 2025-11-16T16:12Z 11K followers, 12.4K engagements "From Buffetts no-dividend to Bezoss no-earnings now were asking: "Can remittance players like $RELY $WISE $EEFT choose not to earn today to build an unassailable moat tomorrow"" [X Link](https://x.com/KEDM_COM/status/1990091295172481328) 2025-11-16T16:15Z 11K followers, 1672 engagements "Harwood Cap (4%) has been putting the screws on M&C Saatchi $SAA with sources saying the investor is pushing for strategic changes that could include a breakup or sale. The tension comes just after the company rejected an unsolicited offer from Brave Bison for its Singapore-based performance marketing unit arguing the offered 50m EV significantly undervalues what it considers a core part of its strategy. No surprises given the share prices performance over the past years. Expecting more here" [X Link](https://x.com/KEDM_COM/status/1991145436824871336) 2025-11-19T14:04Z 11K followers, 1321 engagements "Like Sohn-style ideas Vintra Capitals did a very interesting pitch on InPost $INPST.NA a high-growth parcel locker network across Europe with strong margins sold off on an Allegro spat + UK deal delays. Markets puking volatility; they see mispriced compounding. 📦📉" [X Link](https://x.com/KEDM_COM/status/1994186228795691066) 2025-11-27T23:27Z 11K followers, 3219 engagements "The European Commission cleared the planned acquisition of Becton Dickinson & Companys $BDX biosciences & diagnostic solutions businesses by Waters $WAT. This is a big step forward in an interesting deal" [X Link](https://x.com/KEDM_COM/status/1996693535853068300) 2025-12-04T21:30Z 11K followers, 1225 engagements "Also Bill X phases out many short-term rentals tightening supply and boosting the value of MLPs West Maui entitlements. Haliimaile remains the major upside with strong economics and meaningful catalysts expected from 2026 onward" [X Link](https://x.com/KEDM_COM/status/1998125946411380900) 2025-12-08T20:22Z 11K followers, 2077 engagements "We flagged Maui Land & Pineapple $MLP and much more recently in our KEDM Weekly. A new investing theme + tons of event-driven action each week for FREE. Don't miss out. Subscribe at" [X Link](https://x.com/KEDM_COM/status/1998737965267534142) 2025-12-10T12:54Z 11K followers, XXX engagements "$BYD EVs are XX% cheaper and might be better" [X Link](https://x.com/KEDM_COM/status/1996611922901504399) 2025-12-04T16:05Z 11K followers, 6110 engagements "From #China bear to bull: Why Erik flipped after Evergrande" [X Link](https://x.com/KEDM_COM/status/1998479511848116381) 2025-12-09T19:47Z 11K followers, XXX engagements "Today United Foods $UNFI is holding an investor day. Their 2021 Investor Day was hosted by a CEO whod already announced his departure. Since then Whole Foods has disproven part of the bear thesis by re-signing as a customer through 2032 but it has failed to deliver on margins until last year when distribution center (DC) consolidation and a focus on lean operations started to pay off" [X Link](https://x.com/KEDM_COM/status/1998804389784330500) 2025-12-10T17:17Z 11K followers, XXX engagements "$UNFI needs to show that further efficiencies are possible. Disposal targets could accelerate deleveraging. 6x this years EV / EBITDA and 7x FCF (which contains a WC tailwind) are cheap if operations improve from here" [X Link](https://x.com/KEDM_COM/status/1998804390916825385) 2025-12-10T17:17Z 11K followers, XXX engagements "However the US consumer is clearly weakening leading to top-line pressure and any guidance will probably be very conservative making an investment in $UNFI today potentially a bit too early. This one is on our list for when consumer spending recovers" [X Link](https://x.com/KEDM_COM/status/1998804393945080305) 2025-12-10T17:17Z 11K 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.]
@KEDM_COM KEDM.com
KEDM.com posts on X about maui, $unfi, business, $akzana the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +59%
- X Month XXXXXXX +447%
- X Months XXXXXXX +1,175%
- X Year XXXXXXX +20%
Mentions: XX #
- X Week XX -XX%
- X Month XX +400%
- X Months XX +244%
- X Year XXX +79%
Followers: XXXXXX #
- X Week XXXXXX +0.40%
- X Month XXXXXX +2.10%
- X Months XXXXXX +4.10%
- X Year XXXXXX +4%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies #5410 stocks XXXXX% travel destinations XXXX% agencies XXX% automotive brands XXX% countries XXX%
Social topic influence maui #88, $unfi #1, business 5.41%, $akzana #1, $axta 5.41%, $25bn 5.41%, $mlp #1, $rely #16, $bdx #44, bdx #39
Top accounts mentioned or mentioned by @erikywr @toffcap @ab1001_disciple @rickhol34475697 @kt_valueguy
Top assets mentioned Unifi Protocol DAO (UNFI) Axalta Coating Systems Ltd. (AXTA) Remitly Global, Inc. Common Stock (RELY) Beldex (BDX) Marvell Technology Inc (MRVL) Amcor PLC (AMCR) Treehouse Foods, Inc. (THS) Wise (WISE) Euronet Worldwide Inc (EEFT) Becton Dickinson and Co (BDX) Wat (WAT) Netflix Inc (NFLX) Wild Beast Block (WBB) Boyd Gaming Corporation (BYD)
Top Social Posts
Top posts by engagements in the last XX hours
"Announced Spin-off Monitor: KBR is planning to spin off its MissionTechnology Solutions business hoping to complete to spin by mid to late 2026. The MTS SpinCo plans to continue to scale as a critical government service provider while RemainCo New KBR will continue to build on its sustainable technology solutions business"
X Link 2025-10-02T11:43Z 11K followers, 1058 engagements
"Buyback Monitor: Marvell Tech MRVL announced a new $5b program (7%) with $1b being accelerated. Theyve pulled in well over $1b in the TTM"
X Link 2025-10-02T11:43Z 11K followers, 1034 engagements
"The new KEDM Weekly is out We added a lot more event-driven content and will continue to add going forward. Also don't forget this Fridays Happy Hour with Erik Renander @erik_ywr on HK property Macau casinos & Shenzhen tech. 🔗 $FEC.CN $AMCR $CBRN.NA $FII.FP $DOLE $IMCD.A $LEE $THS"
X Link 2025-11-20T14:10Z 11K followers, 9810 engagements
"Merger Note: When did no more large-scale M&A over the next few years become lets do a massive deal now Akzo Nobel $AKZA.NA is buying Axalta $AXTA in an all-stock transaction valued at around $25bn. A few interesting things here. (excerpt from Kliff Notes)"
X Link 2025-11-23T19:32Z 11K followers, 1408 engagements
"When did no more large-scale M&A over the next few years become lets do a massive deal now Akzo Nobel $AKZA.NA is buying Axalta $AXTA in an all-stock transaction valued at around $25bn. A few interesting things here"
X Link 2025-11-25T17:38Z 11K followers, 1674 engagements
"Certainly worth highlighting that Azelis $AZE largest shareholder EQT has agreed to sell roughly 44m shares reducing its stake to about XX% from 28%. The buyers include existing Azelis shareholders (e.g. Temasek JNE Partners and First Pacific Advisors). The large shareholder overhang has often been viewed as one of the main reasons for the companys discount vs its main peer $IMCD. These are very interesting and earnings resilient companies currently suffering from poor end-markets and in the case of Azelis still recovering from a few company-specific screw ups. If youre one of the few people"
X Link 2025-11-19T12:49Z 11K followers, 42.9K engagements
"If theres one company that has seen insiders massively accelerate open market purchases over the past few weeks its Maui Land & Pineapple $MLP. Insiders bought over $3m worth of shares"
X Link 2025-12-08T20:22Z 11K followers, 19.7K engagements
"We are updating our notes on interesting investor events. One of them is Remitly $RELY. The investor day is today on Dec X. We recently detailed the company in our payments write-up. The business achieved positive GAAP Net Income earlier this year"
X Link 2025-12-09T16:12Z 11K followers, 1730 engagements
"As a reminder $BDX is spinning its $3.3bn revenue biosciences & diagnostics units to Waters via a reverse Morris trust in early 2026"
X Link 2025-12-04T21:30Z 11K followers, XXX engagements
"The sales will have an overall positive impact on BDXs overall growth. In short BDXs growth and visibility profile will improve its balance sheet will be stronger and capital returns will be enhanced. Meanwhile $BDXs share price has dropped significantly in 2025. Worth keeping an eye on over the next few months"
X Link 2025-12-04T21:30Z 11K followers, XXX engagements
"New KEDM just published This weeks KEDM dives into the no-earnings companies of cross-border payments and highlights tons of interesting trade set-ups"
X Link 2025-11-16T16:12Z 11K followers, 12.4K engagements
"From Buffetts no-dividend to Bezoss no-earnings now were asking: "Can remittance players like $RELY $WISE $EEFT choose not to earn today to build an unassailable moat tomorrow""
X Link 2025-11-16T16:15Z 11K followers, 1672 engagements
"Harwood Cap (4%) has been putting the screws on M&C Saatchi $SAA with sources saying the investor is pushing for strategic changes that could include a breakup or sale. The tension comes just after the company rejected an unsolicited offer from Brave Bison for its Singapore-based performance marketing unit arguing the offered 50m EV significantly undervalues what it considers a core part of its strategy. No surprises given the share prices performance over the past years. Expecting more here"
X Link 2025-11-19T14:04Z 11K followers, 1321 engagements
"Like Sohn-style ideas Vintra Capitals did a very interesting pitch on InPost $INPST.NA a high-growth parcel locker network across Europe with strong margins sold off on an Allegro spat + UK deal delays. Markets puking volatility; they see mispriced compounding. 📦📉"
X Link 2025-11-27T23:27Z 11K followers, 3219 engagements
"The European Commission cleared the planned acquisition of Becton Dickinson & Companys $BDX biosciences & diagnostic solutions businesses by Waters $WAT. This is a big step forward in an interesting deal"
X Link 2025-12-04T21:30Z 11K followers, 1225 engagements
"Also Bill X phases out many short-term rentals tightening supply and boosting the value of MLPs West Maui entitlements. Haliimaile remains the major upside with strong economics and meaningful catalysts expected from 2026 onward"
X Link 2025-12-08T20:22Z 11K followers, 2077 engagements
"We flagged Maui Land & Pineapple $MLP and much more recently in our KEDM Weekly. A new investing theme + tons of event-driven action each week for FREE. Don't miss out. Subscribe at"
X Link 2025-12-10T12:54Z 11K followers, XXX engagements
"$BYD EVs are XX% cheaper and might be better"
X Link 2025-12-04T16:05Z 11K followers, 6110 engagements
"From #China bear to bull: Why Erik flipped after Evergrande"
X Link 2025-12-09T19:47Z 11K followers, XXX engagements
"Today United Foods $UNFI is holding an investor day. Their 2021 Investor Day was hosted by a CEO whod already announced his departure. Since then Whole Foods has disproven part of the bear thesis by re-signing as a customer through 2032 but it has failed to deliver on margins until last year when distribution center (DC) consolidation and a focus on lean operations started to pay off"
X Link 2025-12-10T17:17Z 11K followers, XXX engagements
"$UNFI needs to show that further efficiencies are possible. Disposal targets could accelerate deleveraging. 6x this years EV / EBITDA and 7x FCF (which contains a WC tailwind) are cheap if operations improve from here"
X Link 2025-12-10T17:17Z 11K followers, XXX engagements
"However the US consumer is clearly weakening leading to top-line pressure and any guidance will probably be very conservative making an investment in $UNFI today potentially a bit too early. This one is on our list for when consumer spending recovers"
X Link 2025-12-10T17:17Z 11K followers, XXX engagements