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# ![@LTVresearch Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1897419857156558848.png) @LTVresearch LongTermValue Research

LongTermValue Research posts on X about $psix, $hims, $sei, $cmi the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1897419857156558848/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1897419857156558848/c:line/m:interactions.svg)

- X Week XXXXX -XX%
- X Month XXXXX +264%
- X Months XXXXXX +868%

### Mentions: X [#](/creator/twitter::1897419857156558848/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1897419857156558848/c:line/m:posts_active.svg)

- X Week XX no change
- X Month XX +13%
- X Months XX +300%

### Followers: XXX [#](/creator/twitter::1897419857156558848/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1897419857156558848/c:line/m:followers.svg)

- X Week XXX +5.70%
- X Month XXX +26%
- X Months XXX +965%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1897419857156558848/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1897419857156558848/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1897419857156558848/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$psix](/topic/$psix) 9.09%, [$hims](/topic/$hims) #152, [$sei](/topic/$sei) 4.55%, [$cmi](/topic/$cmi) 4.55%, [$cat](/topic/$cat) 4.55%, [$gnrc](/topic/$gnrc) 4.55%, [debt](/topic/debt) 4.55%, [$nvo](/topic/$nvo) 4.55%, [bloomberg](/topic/bloomberg) 4.55%, [$lly](/topic/$lly) XXXX%

**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@r2discovery](/creator/undefined) [@valueinvest2020](/creator/undefined) [@rubicon59](/creator/undefined) [@tippiyogi](/creator/undefined) [@quantian1](/creator/undefined) [@stockpursuit](/creator/undefined) [@theicahnist](/creator/undefined) [@orlandobravotb](/creator/undefined) [@realligercub](/creator/undefined)

**Top assets mentioned**
[Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Sei (SEI)](/topic/$sei) [Cummins Inc. (CMI)](/topic/$cmi) [CatCoin (CAT)](/topic/$cat) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [Altria Group Inc (MO)](/topic/$mo) [Danaher Corporation (DHR)](/topic/$dhr)
### Top Social Posts [#](/creator/twitter::1897419857156558848/posts)
---
Top posts by engagements in the last XX hours

"@ValueInvest2020 @rubicon59 $SEI $GNRC (agree much less lower AI exposure) $CMI $CAT. The more pure play AI companies trade at 30x XX and 24x XX. I dont feel its completely fair to comp to them given that $PSIX is definitely benefitting from a point in time in the supply/demand imbalance"  
[X Link](https://x.com/LTVresearch/status/1973105621172933044) [@LTVresearch](/creator/x/LTVresearch) 2025-09-30T19:20Z XXX followers, XXX engagements


"$PSIX looking attractive again $XXX. Base case est. of $XXXX / $XXXX of EPS in '26 / '27 peers trade at 21.5x '26x & 16x '27 PE. Company should be debt free by YE and start to pile up cash on the B/S thru '26. Easy XX% upside as equity reprices to '27. Charts from BCA"  
[X Link](https://x.com/LTVresearch/status/1973080570197377421) [@LTVresearch](/creator/x/LTVresearch) 2025-09-30T17:40Z XXX followers, 4634 engagements


"Per Bloomberg on GLP-1s @ $XXX /mo implementation would be challenging especially as there's no detail on the proportion of patients the lower price would actually apply to. As such we view $NVO & $LLY negative share price moves as knee-jerk reactions $HIMS too I would add"  
[X Link](https://x.com/LTVresearch/status/1979293956551639230) [@LTVresearch](/creator/x/LTVresearch) 2025-10-17T21:10Z XXX followers, XXX engagements


"$CRON We are +60% since recommending the equity at a negative EV. It was a sleep well at night pitch in June and is now an asymmetric play on legalization. I would not rule out a takeout from $MO which owns XX% of the equity already and could easily pay XXX% above current prices"  
[X Link](https://x.com/LTVresearch/status/1972755047814684864) [@LTVresearch](/creator/x/LTVresearch) 2025-09-29T20:07Z XXX followers, XXX engagements


"I know $HIMS is a retail favorite and the recent credit card data has been weak(ish) but there's real upside from these prices on the back of the Menopause launch. You could make a pretty decent XXXX% IRR through 2030 if you can stomach the volatility and be disciplined on R/R"  
[X Link](https://x.com/LTVresearch/status/1978902679888814485) [@LTVresearch](/creator/x/LTVresearch) 2025-10-16T19:15Z XXX followers, XXX engagements


"$DHR setting up for a compounder bro victory lap. Add another +15% and well be drowning in DBS/Kaizen/historical value creation posts. Pfizer deal is a big win for domestic bioprocessing and I expect more deals to come. Picked up some shares. $XXX by YE feels very doable"  
[X Link](https://x.com/LTVresearch/status/1973434185676366321) [@LTVresearch](/creator/x/LTVresearch) 2025-10-01T17:05Z XXX followers, XXX engagements


"If ests are correct and inorganic rev is thoughtful (I model rev multiples in line w/ the recent Zava-Europe deal) can pencil to $1.3bn of EBITDA (20% margin guide) by '30. @ XX% FCF conv looking at $XXXX of FCF / sh. Growth HC should trade at 30x FCF good for XX% upside"  
[X Link](https://x.com/LTVresearch/status/1978902260185751832) [@LTVresearch](/creator/x/LTVresearch) 2025-10-16T19:13Z XXX followers, XXX engagements