# ![@PrivateEyeCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1287942046381035522.png) @PrivateEyeCap Private Eye Capital

Private Eye Capital posts on X about $cpt, $bx, $breit, $maa the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1287942046381035522/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287942046381035522/c:line/m:interactions.svg)

- [--] Week [-----] -57%
- [--] Month [------] +159%
- [--] Months [-------] +85%
- [--] Year [-------] -26%

### Mentions: [--] [#](/creator/twitter::1287942046381035522/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287942046381035522/c:line/m:posts_active.svg)

- [--] Month [--] -43%
- [--] Months [---] +46%
- [--] Year [---] -37%

### Followers: [-----] [#](/creator/twitter::1287942046381035522/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287942046381035522/c:line/m:followers.svg)

- [--] Week [-----] +0.11%
- [--] Month [-----] +0.61%
- [--] Months [-----] +6.90%
- [--] Year [-----] +9.30%

### CreatorRank: [---------] [#](/creator/twitter::1287942046381035522/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1287942046381035522/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  57% [finance](/list/finance)  22% [cryptocurrencies](/list/cryptocurrencies)  13% [financial services](/list/financial-services)  5% [technology brands](/list/technology-brands)  5% [currencies](/list/currencies)  1% [countries](/list/countries)  1%

**Social topic influence**
[$cpt](/topic/$cpt) #8, [$bx](/topic/$bx) 12%, [$breit](/topic/$breit) 12%, [$maa](/topic/$maa) 11%, [$udr](/topic/$udr) 10%, [$invh](/topic/$invh) #4, [$avb](/topic/$avb) 8%, [$amh](/topic/$amh) #3, [debt](/topic/debt) 6%, [$ess](/topic/$ess) 6%

**Top accounts mentioned or mentioned by**
[@askjussi](/creator/undefined) [@mrneutralman](/creator/undefined) [@headwaterscap](/creator/undefined) [@newmark](/creator/undefined) [@grandtokamak](/creator/undefined) [@btfdcapitalllc](/creator/undefined) [@recoverytrade](/creator/undefined) [@jayparsons](/creator/undefined) [@realassetsvalue](/creator/undefined) [@theweezguy](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@zarathustracap](/creator/undefined) [@bradleyjohnson2](/creator/undefined) [@nassaupoint](/creator/undefined) [@larrybukowski](/creator/undefined) [@thepupil11](/creator/undefined) [@analogcap](/creator/undefined) [@leveredlunatic](/creator/undefined) [@investspecial](/creator/undefined) [@yenoms](/creator/undefined)

**Top assets mentioned**
[Camden Property Trust (CPT)](/topic/$cpt) [Blackstone, Inc. (BX)](/topic/$bx) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [UDR, Inc. (UDR)](/topic/$udr) [Invitation Homes, Inc. (INVH)](/topic/$invh) [Autonomous Virtual Beings (AVB)](/topic/$avb) [American Homes [--] Rent (AMH)](/topic/$amh) [Earth [--] Essence (ESS)](/topic/$ess) [Equity Residential (EQR)](/topic/$eqr) [Driven Brands Holdings Inc. (DRVN)](/topic/$drvn) [Public Storage (PSA)](/topic/$psa) [Salesforce Inc (CRM)](/topic/$crm) [Workday Inc (WDAY)](/topic/$wday) [FrontView REIT, Inc. (FVR)](/topic/$fvr) [Independence Realty Trust Inc. (IRT)](/topic/$irt) [BRT Apartments Corp (BRT)](/topic/$brt) [Venice Token (VVV)](/topic/$vvv) [BRIXMOR PROPERTY GROUP INC. (BRX)](/topic/$brx) [Ethlas (ELS)](/topic/$els) [Spectrum Brands Holdings, Inc. (SPB)](/topic/$spb) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Extra Space Storage, Inc. (EXR)](/topic/$exr) [Curbline Properties Corp. (CURB)](/topic/$curb) [Microsoft Corp. (MSFT)](/topic/$msft) [Oracle Corporation (ORCL)](/topic/$orcl) [Apartment Income REIT Corp. (AIRC)](/topic/$airc) [Burning Rock Biotech Ltd. (BNR)](/topic/$bnr) [Somnium Space CUBEs (CUBE)](/topic/$cube) [National Storage Affiliates Trust (NSA)](/topic/$nsa) [National Retail Properties, Inc. (NNN)](/topic/$nnn) [Rexford Industrial Realty, Inc. (REXR)](/topic/$rexr) [Mister Car Wash, Inc.  (MCW)](/topic/$mcw) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Kimco Realty Corp (KIM)](/topic/$kim) [Kite Realty Group Trust (KRG)](/topic/$krg) [SITE Centers Corp. Common Shares (SITC)](/topic/$sitc) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [Zillow Group, Inc. (ZG)](/topic/$zg) [CBRE Group Inc (CBRE)](/topic/$cbre) [Jones Lang LaSalle, Inc. (JLL)](/topic/$jll) [Compound (COMP)](/topic/$comp) [Anyswap (ANY)](/topic/$any) [VICI Properties, Inc. (VICI)](/topic/$vici)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Anyone follow Shurgard $SHUR $SHUR.BB Looks to trade @ [--] cap. Strong SS NOI growth over the past decade + Accretive development. Much lower per capita selfstorage in Europe vs. US. W/ $PSA trading in the low 5s I wonder if they are interested in buying the 65% they don't own"  
[X Link](https://x.com/PrivateEyeCap/status/2022429638979653901)  2026-02-13T21:56Z [----] followers, [----] engagements


"$CSGP got little traction vs. $Z despite huge ad spend. I don't see why any new AI competitor will fare any better. http://Homes.com http://Homes.com"  
[X Link](https://x.com/PrivateEyeCap/status/2022363177720172745)  2026-02-13T17:32Z [----] followers, [---] engagements


"$Z $ZG -even if #AI allows for the rapid development of an identical platform/integration I don't see how it builds a leading consumer brand. See $CSGP's https://seekingalpha.com/article/4870096-zillow-ai-isnt-a-credible-threat-so-im-buying-the-plunge http://Homes.com https://seekingalpha.com/article/4870096-zillow-ai-isnt-a-credible-threat-so-im-buying-the-plunge http://Homes.com"  
[X Link](https://x.com/PrivateEyeCap/status/2022359703838482782)  2026-02-13T17:18Z [----] followers, [----] engagements


"I also think Zillow has done a good job of positioning Showcase as a premium exclusive feature that agents can use to solicit potential sellers. While iBuying was a fiasco this is a smart way to generate revenue from sellers agents https://www.youtube.com/watchv=Vl_QEFQ6EYc https://www.youtube.com/watchv=Vl_QEFQ6EYc"  
[X Link](https://x.com/PrivateEyeCap/status/2022441426047418593)  2026-02-13T22:43Z [----] followers, [---] engagements


"When CA portfolio is divested will be interesting to see % of proceeds used for buybacks vs. debt paydown vs. acqs/dev. At $106/sh I'd love to see them lean into the buyback"  
[X Link](https://x.com/PrivateEyeCap/status/2019524675890737415)  2026-02-05T21:32Z [----] followers, [---] engagements


"https://www.youtube.com/watchv=skpjCBCdfgw https://www.youtube.com/watchv=skpjCBCdfgw"  
[X Link](https://x.com/PrivateEyeCap/status/2022361749153075253)  2026-02-13T17:26Z [----] followers, [---] engagements


"4Q19 Invitation Homes traded for $300-314k/home; essentially in-line w/ median US home price 4Q25 (today) $INVH trades for $298k/home v. median US home price $400k+ #SFR #REITs $AMH"  
[X Link](https://x.com/PrivateEyeCap/status/1975666276229165334)  2025-10-07T20:55Z [----] followers, 10.9K engagements


"Tho SFR is not included in the FL zero property tax proposal if passed SFH would be worth more in hands of users so could see $INVH $AMH sell some FL homes (presumably @ favorable prices)& redeploy into other markets (&buybacks-INVH has $500m auth) https://www.realtor.com/news/trends/florida-property-taxes-eliminate-home-values-desantis/ https://www.realtor.com/news/trends/florida-property-taxes-eliminate-home-values-desantis/"  
[X Link](https://x.com/PrivateEyeCap/status/1996716142602092667)  2025-12-04T23:00Z [----] followers, [---] engagements


"$AMH $AVB $CPT $CSR $EQR $ESS $IRT $INVH $MAA $UDR $NXRT $BX $CBRE $JLL $BRT #REITs #Dividends https://www.privateeyecapital.com/why-im-ballz-deep-large-cap-us-residential-reits-in-500-words/ https://www.privateeyecapital.com/why-im-ballz-deep-large-cap-us-residential-reits-in-500-words/"  
[X Link](https://x.com/PrivateEyeCap/status/1997383692574994673)  2025-12-06T19:12Z [----] followers, [---] engagements


"Cap rates shown below are as of 3/31/25. $INVH now 6.5% (26e) and $284k/house $AMH 6.3% (26e) and $281k/house"  
[X Link](https://x.com/PrivateEyeCap/status/1999655328351490204)  2025-12-13T01:39Z [----] followers, [---] engagements


"$CPT really buying back shares. 1.8% during 4Q25 & another 1% thus far in 1Q26. Might Camden $CPT be the symbol (selling assets at [--] caps & buying back a meaningful chunk of stock at 6.5+) #REITtown needs Probably not.but maybe https://t.co/zSvKxGbTZ3 Might Camden $CPT be the symbol (selling assets at [--] caps & buying back a meaningful chunk of stock at 6.5+) #REITtown needs Probably not.but maybe https://t.co/zSvKxGbTZ3"  
[X Link](https://x.com/PrivateEyeCap/status/2019522505573298189)  2026-02-05T21:24Z [----] followers, 10.6K engagements


"https://www.youtube.com/watchv=yLrF5j7up9Q&list=RDyLrF5j7up9Q&start_radio=1 https://www.youtube.com/watchv=yLrF5j7up9Q&list=RDyLrF5j7up9Q&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/2019523275496517807)  2026-02-05T21:27Z [----] followers, [----] engagements


"https://www.youtube.com/watchv=FDePd-mHOL4&list=RDFDePd-mHOL4&start_radio=1 https://www.youtube.com/watchv=FDePd-mHOL4&list=RDFDePd-mHOL4&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/2022359707017785418)  2026-02-13T17:18Z [----] followers, [---] engagements


"I don't think the private listing network threat from $COMP $ANY as being too credible.Unlikely to be in best interest of sellers/buyers. Push back from states/MLS and $Z ban. Also ANY was super de-centralized-I don't see franchised agent groups taking directives from $COMP mgmt"  
[X Link](https://x.com/PrivateEyeCap/status/2022361481501659288)  2026-02-13T17:25Z [----] followers, [---] engagements


"https://www.youtube.com/watchv=dZOvSRNXL0c&list=RDdZOvSRNXL0c&start_radio=1 https://www.youtube.com/watchv=dZOvSRNXL0c&list=RDdZOvSRNXL0c&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/2022430299582574828)  2026-02-13T21:58Z [----] followers, [---] engagements


"https://www.youtube.com/watchv=wk1KgEB6Nuw https://www.youtube.com/watchv=wk1KgEB6Nuw"  
[X Link](https://x.com/PrivateEyeCap/status/2022442464573837532)  2026-02-13T22:47Z [----] followers, [---] engagements


"Busy day in publicly traded #CRE proposed M&A $KW $WSR $SNDA"  
[X Link](https://x.com/PrivateEyeCap/status/1985890697182896272)  2025-11-05T02:03Z [----] followers, [----] engagements


"$VVV comments @ GS conference. Quick lube (Valvoline/Take5/JiffyLube) taking share from other auto service providers. Lots of room to run. $DRVN"  
[X Link](https://x.com/PrivateEyeCap/status/1987138320514896291)  2025-11-08T12:41Z [----] followers, [---] engagements


"@Headwaters_Cap recent commentary on $DRVN $VVV $BYD.CA https://headwaterscapmgmt.com/wp-content/uploads/2025/10/HCM-Q3-25-Investor-Letter.pdf https://headwaterscapmgmt.com/wp-content/uploads/2025/10/HCM-Q3-25-Investor-Letter.pdf"  
[X Link](https://x.com/PrivateEyeCap/status/1988932871852331100)  2025-11-13T11:32Z [----] followers, [---] engagements


"https://www.youtube.com/watchv=Hk1nxO6onDE&list=RDHk1nxO6onDE&start_radio=1 https://www.youtube.com/watchv=Hk1nxO6onDE&list=RDHk1nxO6onDE&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/1999655380511502833)  2025-12-13T01:39Z [----] followers, [---] engagements


"Unlevered IRR estimates for some #REITs $CPT $MAA $UDR $ELS $INVH $CURB $BRX $VICI $FCPT"  
[X Link](https://x.com/PrivateEyeCap/status/1999658251214889428)  2025-12-13T01:50Z [----] followers, [----] engagements


"Bought $WDAY. DD grower @ 12.5x cal 2027e FCF. Mass corporate AI adoption is inevitable and $CRM & $WDAY will be essential in the planning&preparation/implementation/operation of these new tools. https://www.sgadvisers.com/assets/files/69/how-19th-and-20th-century-classics-inform-21st-century-tech-investing.pdf https://www.sgadvisers.com/assets/files/69/how-19th-and-20th-century-classics-inform-21st-century-tech-investing.pdf"  
[X Link](https://x.com/PrivateEyeCap/status/2012199475784171982)  2026-01-16T16:25Z [----] followers, [----] engagements


"Some more thoughts on last week's #SAAS massacre & why I'm buying Salesforce $CRM & Workday $WDAY. I also discuss why this might be ugly for next couple years $MSFT $ORCL https://www.privateeyecapital.com/why-im-buying-the-software-massacre/ https://www.privateeyecapital.com/why-im-buying-the-software-massacre/"  
[X Link](https://x.com/PrivateEyeCap/status/2012553289192099937)  2026-01-17T15:51Z [----] followers, [----] engagements


"@askjussi Would $PSA be willing to sell to PE Given the big discount @ which SHUR trades it seems like it makes more sense for PSA to issue it's own shares here to buyout SHUR"  
[X Link](https://x.com/PrivateEyeCap/status/2022666611111661975)  2026-02-14T13:37Z [----] followers, [--] engagements


"@TheWeezGuy right so we need to back out prop mgmt exp. but i don't want to back out the whole mgmt exp b/c it incls expenses for the 3rd party mgmt biz. so i use [--] mn in annual prop mgmt * [-----] (bringing [----] prop mgmt exp to 2025). [----] was last yr w/o any real prop mgmt rev"  
[X Link](https://x.com/PrivateEyeCap/status/2000980866135142653)  2025-12-16T17:26Z [----] followers, [--] engagements


"@Mr_Neutral_Man SS=Self storage c/b=could be. Having been involved w/ LAACO I was shocked by the price. Had thought Hathaways selling was unlikely but they had to at that price. That's a fair point on the debt tho basis is 4eva. Is your 4.3-4.4 [--] or 22# [--] was another mid teens NOI g for SS"  
[X Link](https://x.com/PrivateEyeCap/status/2002765092962685106)  2025-12-21T15:36Z [----] followers, [---] engagements


"@AggieCapitalist Mission critical/Sticky customers/Recurring revenue/huge FCF margins = Trash. #AI is everything. It will just magically transform all organizations overnight. Also I bot $WDAY & $CRM. https://www.sgadvisers.com/assets/files/69/how-19th-and-20th-century-classics-inform-21st-century-tech-investing.pdf https://www.sgadvisers.com/assets/files/69/how-19th-and-20th-century-classics-inform-21st-century-tech-investing.pdf"  
[X Link](https://x.com/PrivateEyeCap/status/2011915620342751316)  2026-01-15T21:37Z [----] followers, [---] engagements


"Here's a few more thoughts on why I'm buying #SAAS Salesforce $CRM and $WDAY as well as historical perspective on why this investment might suck for a couple years $MSFT $ORCL https://www.privateeyecapital.com/why-im-buying-the-software-massacre/ https://www.privateeyecapital.com/why-im-buying-the-software-massacre/"  
[X Link](https://x.com/PrivateEyeCap/status/2012550096253014089)  2026-01-17T15:38Z [----] followers, [--] engagements


"@ZarathustraCap @bradleyjohnson2 Will be interesting to see. The difference this time is the amount private capital chasing apartments is much higher than ever before. $BX's $BREIT alone raised $10 bn in equity in 1Q21 (lever it and were talking $20 bn+) per Q to invest (75% of BREIT is resi/industrial)"  
[X Link](https://x.com/PrivateEyeCap/status/1528022064287715328)  2022-05-21T14:37Z [----] followers, [--] engagements


"Putting it in context of the overall US #multifamily sales market - data from @Newmark $NMRK https://www.nmrk.com/storage-nmrk/uploads/documents/1Q22-US-Multifamily-Capital-Markets-Report.pdf https://www.nmrk.com/storage-nmrk/uploads/documents/1Q22-US-Multifamily-Capital-Markets-Report.pdf"  
[X Link](https://x.com/PrivateEyeCap/status/1534305562321510400)  2022-06-07T22:45Z [----] followers, [--] engagements


"@Newmark $BX $BREIT #multifamily #CRE"  
[X Link](https://x.com/PrivateEyeCap/status/1534306177718267904)  2022-06-07T22:47Z [----] followers, [--] engagements


"Starwood's $SREIT is another rapidly growing private #REIT. Launched in [----] it now boasts nearly $24 bn in assets (raised $2 bn in new equity in 1Q). SREIT loves #multifamily #CRE even more than $BX's $BREIT with a 66% allocation: #REITs #privateREITs https://www.starwoodnav.reit/wp-content/uploads/2022/04/SREIT-Presentation-Q1-2022.pdf https://www.starwoodnav.reit/wp-content/uploads/2022/04/SREIT-Presentation-Q1-2022.pdf"  
[X Link](https://x.com/PrivateEyeCap/status/1534499907700002816)  2022-06-08T11:37Z [----] followers, [--] engagements


"Annualize 1Q inflows would be $8+ bn. 50% LTV-$16 bn per year to deploy. 2/3 Multifamily allocation-$10 bn per year of MF to buy. So between $BREIT and $SREIT that is $40-50 bn worth of MF that they need to BUY EACH YEAR. Again compare to annual MF transaction levels:"  
[X Link](https://x.com/PrivateEyeCap/status/1534501320568123393)  2022-06-08T11:43Z [----] followers, [--] engagements


"@nassaupoint Good point. Some % of the annual sales volume from my Newmark slide are sub-institutional assets meaning that $BX $BREIT $SREIT are buying a larger % of inst quality assets"  
[X Link](https://x.com/PrivateEyeCap/status/1534510010243305472)  2022-06-08T12:17Z [----] followers, [--] engagements


"@GrandTokamak 3/Best #inflation protection in CRE space w/ leases repricing annually I think you'd have to be kind of insane to own Treasuries long term. If I were going to lock up capital for [--] years and could only choose between apartments at 3.75% cap and Treasuries I'd put 100% in apart"  
[X Link](https://x.com/PrivateEyeCap/status/1534874546355855360)  2022-06-09T12:26Z [----] followers, [--] engagements


"@GrandTokamak 4/I think fund flows into the space have long term legs. $BX $BREIT is a fund raising machine ($BREIT is $100 bn in AUM - it was started in 2016). They've made their intention clear where the capital is going. Same for $SREIT ($24 bn -started in 2017). $BAM is starting to"  
[X Link](https://x.com/PrivateEyeCap/status/1534875260478033920)  2022-06-09T12:29Z [----] followers, [--] engagements


"2/n Here's where we sit today. Given the huge leasing spreads on leases signed YTD it makes sense to look at the [----] #s which get the flow through of today's higher rent levels (doesn't bake in much future rent growth say 3% for 2023)"  
[X Link](https://x.com/PrivateEyeCap/status/1536746201961222144)  2022-06-14T16:23Z [----] followers, [--] engagements


"3/n $BX started $BREIT in [----] and we see a decline in caps from low [--] to high 3s. Bear in mind $AVB is typically selling from the bottom quartile/quintile of their portfolio - older assets/ not the best locations/ things they believe have the lowest hold period IRRs"  
[X Link](https://x.com/PrivateEyeCap/status/1536746935545057280)  2022-06-14T16:26Z [----] followers, [--] engagements


"In addition to the utter folly of trying to guess where share prices might be in 6-12 months (impossible/worthless endeavor) the sell-side fails to understand the STRUCTURAL change in not only REPE dry powder BUT also the RATE at which it grows (much of which is"  
[X Link](https://x.com/PrivateEyeCap/status/1550167455825162240)  2022-07-21T17:14Z [----] followers, [--] engagements


"in quasi permanent capital vehicles such as $BREIT). Old rules like 'don't buy into decelerating rent trends' much less relevant. Apartment #REITs are just 5% of the market - they are but a sideshow often mispriced -the private market is the REAL market. $ESS $UDR $AVB $MAA $CPT"  
[X Link](https://x.com/PrivateEyeCap/status/1550168080256364545)  2022-07-21T17:17Z [----] followers, [--] engagements


"@larry_bukowski @thepupil11 They love industrial but I'm not very familiar with the space. $INDT could be interesting to them. They don't like office at least not for $BREIT (forever hold). But they *might* be interested in JV partner $HPP where they can own the other 50% of the studio biz get some"  
[X Link](https://x.com/PrivateEyeCap/status/1550456957131059202)  2022-07-22T12:25Z [----] followers, [--] engagements


"The moral of the PEC-a-logue is 1/While inflation is taking its toll on many bizes multifamily is BENEFITTING as rents increase ahead of inflation 2/2023 earn in & continued strong leasing conditions - [----] will be another great year 3/ $BX / $BREIT continue to suck up flows"  
[X Link](https://x.com/PrivateEyeCap/status/1552042571240652800)  2022-07-26T21:25Z [----] followers, [--] engagements


"To $BX credit they avoided troubled areas like office/retail #CRE and were concentrated in the sunbelt. But the 2Q22 20% drawdown in $CPT $MAA (and $BX $BREIT's 'outperformance') were simply b/c public market investors panic $TLT sometimes which makes for an odd victory lap IMO"  
[X Link](https://x.com/PrivateEyeCap/status/1552789756525785088)  2022-07-28T22:55Z [----] followers, [--] engagements


"https://x.com/PrivateEyeCap/status/1534499907700002816 Starwood's $SREIT is another rapidly growing private #REIT. Launched in [----] it now boasts nearly $24 bn in assets (raised $2 bn in new equity in 1Q). SREIT loves #multifamily #CRE even more than $BX's $BREIT with a 66% allocation: https://t.co/umZHrLE4qz #REITs #privateREITs https://t.co/fg5Wmm8FRi https://x.com/PrivateEyeCap/status/1534499907700002816 Starwood's $SREIT is another rapidly growing private #REIT. Launched in [----] it now boasts nearly $24 bn in assets (raised $2 bn in new equity in 1Q). SREIT loves #multifamily #CRE even"  
[X Link](https://x.com/PrivateEyeCap/status/1555975184628101120)  2022-08-06T17:52Z [----] followers, [--] engagements


"ALSO.like $BX 's $BREIT despite share price carnage in MF #REITs $AVB $CPT $EQR $ESS $UDR $MAA $NXRT (all of which saw mid teens NOI growth YoY) and all of which acknowledged some level of decline in MF values (5-10%) $SREIT continues to report VERY smooth returns:"  
[X Link](https://x.com/PrivateEyeCap/status/1555978242082803712)  2022-08-06T18:04Z [----] followers, [--] engagements


"Seems like $SPB works out one way or another. If sale of HHI to Assa is quashed there is enough time to work down its debt load & stock is incredibly cheap @ 6x FCF. If sale to Assa does go through stock should move up 70-100% very quickly https://seekingalpha.com/article/4546869-spectrum-brands-7share-in-fcf-without-hhi-sale $SPB - anyone have a sense of how this works in practice i.e. how hard does Assa have to try to sell these brands to comply w/ HHI purchase agreement and placate DOJ Can Assa just demand an unrealistic price and say it tried https://t.co/ArFCZaYSYt"  
[X Link](https://x.com/PrivateEyeCap/status/1586474213652643840)  2022-10-29T21:45Z [----] followers, [--] engagements


"Great news for $SPB shareholders this am. With HHI $ASSAB now very likely to close I see $90+ in per share value here: $SPB Spectrum Brands' Statement on ASSA ABLOY's Proposed Sale of its Emtek and Smart Residential Business in the U.S. and Canada https://t.co/LDU5ahkhaj $SPB Spectrum Brands' Statement on ASSA ABLOY's Proposed Sale of its Emtek and Smart Residential Business in the U.S. and Canada https://t.co/LDU5ahkhaj"  
[X Link](https://x.com/PrivateEyeCap/status/1598656080145682432)  2022-12-02T12:31Z [----] followers, [--] engagements


"IMO $SPB is highly asymmetric even at $60 pre-market price. Here's my analysis showing how cheap $SPB is even in the (now very unlikely) event HHI does not close: https://seekingalpha.com/article/4546869-spectrum-brands-7share-in-fcf-without-hhi-sale https://seekingalpha.com/article/4546869-spectrum-brands-7share-in-fcf-without-hhi-sale"  
[X Link](https://x.com/PrivateEyeCap/status/1598656793827151874)  2022-12-02T12:34Z [----] followers, [--] engagements


"Bought small positions in battered UK micocaps $KGH (law firm @ 4x EPS) and $MOTR (similar-ish to $KMX looks to be 5x normalized EPS). Anyone have any other UK small/microcap favorites trading at nonsensical valuations"  
[X Link](https://x.com/PrivateEyeCap/status/1675932607899648000)  2023-07-03T18:20Z [----] followers, [----] engagements


"https://www.youtube.com/watchv=olzz82oRCMI&list=RDolzz82oRCMI&start_radio=1 https://www.youtube.com/watchv=olzz82oRCMI&list=RDolzz82oRCMI&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/1712583239490314399)  2023-10-12T21:37Z [----] followers, [---] engagements


"$SHC https://seekingalpha.com/article/4640433-sotera-health-great-business-discount https://seekingalpha.com/article/4640433-sotera-health-great-business-discount"  
[X Link](https://x.com/PrivateEyeCap/status/1712583377852018906)  2023-10-12T21:37Z [----] followers, [---] engagements


"@analogcap Didn't realize GA suits were that big of an overhang https://seekingalpha.com/news/4020927-sotera-health-to-pay-35m-to-settle-ethylene-oxide-exposure-claims-in-atlanta https://seekingalpha.com/news/4020927-sotera-health-to-pay-35m-to-settle-ethylene-oxide-exposure-claims-in-atlanta"  
[X Link](https://x.com/PrivateEyeCap/status/1714294899607224777)  2023-10-17T14:58Z [----] followers, [--] engagements


"$DRVN good overview of history/situation/unit economics/growth opp here. https://www.yetanothervalueblog.com/p/grizzlyrock-capitals-kyle-mowery https://www.yetanothervalueblog.com/p/grizzlyrock-capitals-kyle-mowery"  
[X Link](https://x.com/PrivateEyeCap/status/1988255994237866484)  2025-11-11T14:42Z [----] followers, [---] engagements


"With a deck here: https://www.grizzlyrockcapital.com/wp-content/uploads/2024/10/GrizzlyRock-Driven-Brands-Write-Up-October-2024.pdf https://www.grizzlyrockcapital.com/wp-content/uploads/2024/10/GrizzlyRock-Driven-Brands-Write-Up-October-2024.pdf"  
[X Link](https://x.com/PrivateEyeCap/status/1988256162672705697)  2025-11-11T14:43Z [----] followers, [---] engagements


"https://www.youtube.com/watchv=aNZpGVkJKso&list=RDaNZpGVkJKso&start_radio=1 https://www.youtube.com/watchv=aNZpGVkJKso&list=RDaNZpGVkJKso&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/1988257010299658476)  2025-11-11T14:46Z [----] followers, [---] engagements


"$AIRC -given tough financing environment I don't see a topper (also unlike [----] when there was an aggregation/portfolio premium today there is a discount) and divvy is suspended so I closed out position. Put some of the proceeds into $SBUX"  
[X Link](https://x.com/PrivateEyeCap/status/1777344151807516741)  2024-04-08T14:34Z [----] followers, [----] engagements


"Re: 5.9% for $AIRC. Seems to be some confusion given the JVs. Can't use cons debt ('Total Air Share' from pg [--] of 4Q supp which incls prefs.). For NOI annualize 4Q23 + 1% (4Q captures some 24e 'earn-in' NOI g). Proportionally consolidated (pg 20). Then deduct prop mgmt. 1/n $BX to buy $AIRC. At $39 this is like a 5.9% implied cap rate on my 2024e NOI (prop consolidated less prop mgmt expenses). Not great folks. https://t.co/5S5T8upLwF $BX to buy $AIRC. At $39 this is like a 5.9% implied cap rate on my 2024e NOI (prop consolidated less prop mgmt expenses). Not great folks."  
[X Link](https://x.com/PrivateEyeCap/status/1777432217335275940)  2024-04-08T20:23Z [----] followers, 12.5K engagements


"$CPT $MAA $UDR downgraded Oct [--] [----] by $BAC wizards at what looks to have been the absolute bottom and 2x upgraded today (at [--] wk high). You can have good news or (very) cheap #REITs folks. https://seekingalpha.com/news/4027003-maa-udr-camden-property-downgraded-at-bofa-due-to-sunbelt-exposure https://seekingalpha.com/news/4027003-maa-udr-camden-property-downgraded-at-bofa-due-to-sunbelt-exposure"  
[X Link](https://x.com/PrivateEyeCap/status/1823029991711342604)  2024-08-12T16:13Z [----] followers, [---] engagements


"$AVB issuing [---] mn shares here (5 cap on 2025e NOI). Presumably will be deployed into sunbelt acqs at a similar cap rate. $CPT $MAA $EQR $UDR https://investors.avalonbay.com/news-events/press-releases/detail/402/avalonbay-communities-inc-announces-public-offering-of-3200000-shares-of-common-stock https://investors.avalonbay.com/news-events/press-releases/detail/402/avalonbay-communities-inc-announces-public-offering-of-3200000-shares-of-common-stock"  
[X Link](https://x.com/PrivateEyeCap/status/1831818119385641456)  2024-09-05T22:14Z [----] followers, [----] engagements


"Grabbed a little Brenntag $BNR $BNR.DE Leading many-to-many chem distribution requiring lots of logistics. Tough to disrupt. Over-earned in 2021-23 making for rough comps in [--]. 13x 25e FCF seems cheap-ish. $UNVR $APO"  
[X Link](https://x.com/PrivateEyeCap/status/1851348516830130452)  2024-10-29T19:40Z [----] followers, [----] engagements


"Bot Big Yellow $BYG/ $BYG.LN UK's self stor leader. 4.7% div/6.6 cap (v. US SS #REITs 5.2-5.8 cap). 60% London-higher barrier to supply. Like every intn'l mkt per cap self stor a fraction of US levels. 3x ND/EBITDA. Develop to 8-9% yld. $PSA $CUBE $EXR $NSA $SAFE.LN $SHUR.BE"  
[X Link](https://x.com/PrivateEyeCap/status/1868647958788620316)  2024-12-16T13:22Z [----] followers, [----] engagements


"A few more #taxlossselling ideas from across the pond. $BFIT $BYG $KGH $BNR What are your favorite oversold international names https://www.privateeyecapital.com/tax-loss-selling-stocking-stuffer-addition-2/ https://www.privateeyecapital.com/tax-loss-selling-stocking-stuffer-addition-2/"  
[X Link](https://x.com/PrivateEyeCap/status/1869416065673118156)  2024-12-18T16:14Z [----] followers, [----] engagements


"https://www.youtube.com/watchv=sXhvCtqmhBs&list=RDsXhvCtqmhBs&start_radio=1 https://www.youtube.com/watchv=sXhvCtqmhBs&list=RDsXhvCtqmhBs&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/1957612250593693696)  2025-08-19T01:15Z [----] followers, [----] engagements


"Somehow I neglected to include $FVR $FVR $FVR $FVR $FVR"  
[X Link](https://x.com/PrivateEyeCap/status/1957614451261165711)  2025-08-19T01:23Z [----] followers, [---] engagements


"@LeveredLunatic $FCPT $NNN $STWD"  
[X Link](https://x.com/PrivateEyeCap/status/1957616973501853980)  2025-08-19T01:33Z [----] followers, [---] engagements


"Blackstone $BX issues a reminder to hug your #REITs w/ exploration of deal to acquire UK self-storage leader Big Yellow $BYG $BYG.LN $BYLOF https://seekingalpha.com/news/4503509-blackstone-reportedly-weighs-bid-for-uk-storage-landlord-big-yellow Bot Big Yellow $BYG/ $BYG.LN UK's self stor leader. 4.7% div/6.6 cap (v. US SS #REITs 5.2-5.8 cap). 60% London-higher barrier to supply. Like every intn'l mkt per cap self stor a fraction of US levels. 3x ND/EBITDA. Develop to 8-9% yld. $PSA $CUBE $EXR $NSA $SAFE.LN $SHUR.BE https://t.co/sLMZee6gfm"  
[X Link](https://x.com/PrivateEyeCap/status/1977684899550388648)  2025-10-13T10:36Z [----] followers, [----] engagements


"@BTFDCapitalLLC @RecoveryTrade generally i don't know that the capital alloc of most multi REITs creates meaningful value but i don't think they destroy. i do think that the SFR guys create some value w/ nice spread on capital recycling"  
[X Link](https://x.com/PrivateEyeCap/status/1986416774473261511)  2025-11-06T12:53Z [----] followers, [---] engagements


"@BTFDCapitalLLC @RecoveryTrade the buybacks everyone has announced are just little tokens not real value creation tools. i'd kind of like to see Elliot come in (as they did @ $REXR). these guys could all be a 1-3 turns of EBITDA more levered be super safe and create easy value via big buyback here"  
[X Link](https://x.com/PrivateEyeCap/status/1986417228783219003)  2025-11-06T12:55Z [----] followers, [--] engagements


"@InvestSpecial @Headwaters_Cap Driven $DRVN s/b delevered & able to do buybacks by [----]. I think you can use reasonably conservative assumptions &easily get north of $2/sh of [----] FCF on a maint capex basis"  
[X Link](https://x.com/PrivateEyeCap/status/1986850999269552188)  2025-11-07T17:39Z [----] followers, [---] engagements


"Bot more $DRVN on recent pullback. DRVN sold US car wash&de-levered below 4x (s/b sub 3x exiting 26). Fast growing Take [--] oil change is now 65% of EBITDA. Take [--] has mid single digit SSS g &can still double footprint. Stock can 2x+ over next [--] yrs IMO $VVV https://seekingalpha.com/article/4840760-driven-brands-a-stable-growing-business-at-less-than-9x-free-cash-flow 1/n I bought decent chunk of $DRVN. Too much debt+cap alloc/operational blunders+mgmt turnover-what's not to like Here's a good writeup (starts on pg 3) highlighting how we got here & what upside opportunity looks like:"  
[X Link](https://x.com/PrivateEyeCap/status/1987130955396751442)  2025-11-08T12:11Z [----] followers, [----] engagements


"https://www.youtube.com/watchv=QnccxyatrD0&list=RDQnccxyatrD0&start_radio=1 https://www.youtube.com/watchv=QnccxyatrD0&list=RDQnccxyatrD0&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/1987130958223487308)  2025-11-08T12:11Z [----] followers, [----] engagements


"While I like that Take [--] is now broken out separately I don't like that Auto Glass now (#2 behind Safelite) is now buried in corporate as this could (could) become quite valuable. More of a concern if Roark tried to buy out the float. $DRVN"  
[X Link](https://x.com/PrivateEyeCap/status/1988256639065944122)  2025-11-11T14:44Z [----] followers, [---] engagements


"https://www.youtube.com/watchv=AZKcl4-tcuo&list=RDAZKcl4-tcuo&start_radio=1 https://www.youtube.com/watchv=AZKcl4-tcuo&list=RDAZKcl4-tcuo&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/1998166831341646142)  2025-12-08T23:04Z [----] followers, [---] engagements


"#REITs are cheap. Public market sees them as toxic waste but private market is snapping them up.#REITs are only 5% of the market for most sub-sectors. Private market is the REAL market $UDR $MAA $CPT $AMH $INVH $WSR $EQR $AVB $ESS $CSR $NXRT $IRT $FR $REXR $VNQ $BX $APO $KKR"  
[X Link](https://x.com/PrivateEyeCap/status/1998169147503685881)  2025-12-08T23:13Z [----] followers, [---] engagements


"@Mr_Neutral_Man I like the assets/valuation. SS c/b poised for a rebound. But $CUBE's mgmt committed a cap allocation atrocity buying Storage West $LAACZ for $1.7bn/$384ft/3.7 cap @ top of SS supercycle in late [--]. Paid for it 45% shares (low [--] cap) &rest w/ debt. Looked bad then/worse now"  
[X Link](https://x.com/PrivateEyeCap/status/2002720447146905730)  2025-12-21T12:38Z [----] followers, [----] engagements


"Big PE loving #CRE today w/ Blackstone $BX buying Sun's $SUI's marina biz & Apollo $APO acquiring Bridge $BRDG. $ELS $KKR $CG $TPG #REITs #multifamily https://www.apollo.com/insights-news/pressreleases/2025/02/apollo-to-acquire-bridge-investment-group-3031108 https://www.suninc.com/news-releases https://www.apollo.com/insights-news/pressreleases/2025/02/apollo-to-acquire-bridge-investment-group-3031108 https://www.suninc.com/news-releases"  
[X Link](https://x.com/PrivateEyeCap/status/1894034056469217512)  2025-02-24T14:38Z [----] followers, [----] engagements


"I've never called a bottom. But $PIPR's #REITs analyst has: $UDR $MAA $CPT #contra #multifamily $EQR $AVB $ESS $INVH #REIT Headlines 10-31-2023 * Piper Sandler upgrades $AVB to Overweight from Neutral (lower price target by $3 to $194) * Piper Sandler downgrades $MAA to Neutral from Overweight (lower price target by $52 to $130) * Piper Sandler downgrades $CPT ($80) and $UDR ($30) to #REIT Headlines 10-31-2023 * Piper Sandler upgrades $AVB to Overweight from Neutral (lower price target by $3 to $194) * Piper Sandler downgrades $MAA to Neutral from Overweight (lower price target by $52 to"  
[X Link](https://x.com/PrivateEyeCap/status/1952317898451484892)  2025-08-04T10:37Z [----] followers, [----] engagements


"Getting back up to speed on $WSR which looks to be trading at a mid 8s imp cap rate. Any reason to think this new activist w/b successful where others have failed IIRC WSR BOD never engaged w/ bidder last year. $KIM $BRX #REITs $REG $KRG https://www.reuters.com/sustainability/boards-policy-regulation/whitestone-reit-may-face-board-challenge-by-hedge-fund-emmett-investment-sources-2025-08-21/ https://www.reuters.com/sustainability/boards-policy-regulation/whitestone-reit-may-face-board-challenge-by-hedge-fund-emmett-investment-sources-2025-08-21/"  
[X Link](https://x.com/PrivateEyeCap/status/1973802303019770259)  2025-10-02T17:28Z [----] followers, [---] engagements


"1/Only a moron buys an illiquid small cap -36% YTD heading into tax loss selling season. 2/I bot some Mister Carwash $MCW which is down 36% ytd https://seekingalpha.com/article/4829212-mr-carwash-too-cheap-at-9x-free-cash-flow https://seekingalpha.com/article/4829212-mr-carwash-too-cheap-at-9x-free-cash-flow"  
[X Link](https://x.com/PrivateEyeCap/status/1977793252247167220)  2025-10-13T17:47Z [----] followers, [----] engagements


"@Mr_Neutral_Man 26-27 Supply looks good for SS &moves are at/near generational lows (MF/SFR turnover near all time lows existing home tnxs at/near [--] yr lows). SS could see a nice pickup in rates/occ/NOI. Valuations of $EXR/ $PSA undemanding in high 5s. I might do a basket approach"  
[X Link](https://x.com/PrivateEyeCap/status/2002724166286663915)  2025-12-21T12:53Z [----] followers, [---] engagements


"$WD Walker & Dunlop (22 minutes in) 4Q23 #multifamily transaction cap rates 5-5.25%. https://www.youtube.com/watchv=brEpzXFYHU4&t=34s https://www.youtube.com/watchv=brEpzXFYHU4&t=34s"  
[X Link](https://x.com/PrivateEyeCap/status/1759298164144931044)  2024-02-18T19:25Z [----] followers, [----] engagements


"Bot a lil Diageo $DEO $DGE.L I've got @ 16x 6/25e EPS which is cheap relative to 10-15y hist valuation though IMO this is a good not great business w/ less competitive insulation / more consumer pref risk / greater economic sensitivity than I'd like"  
[X Link](https://x.com/PrivateEyeCap/status/1806863380755710145)  2024-06-29T01:32Z [----] followers, [----] engagements


"My article on $FVR: $O $ADC $FCPT $NNN $NTST $BNL $WPC #REITs #dividends $BRX $FRT $KIM $KRG $CURB $SITC https://seekingalpha.com/article/4771465-frontview-reit-buying-outparcels-6-5-percent-dividend-yieldv=1743221730&comments=show#comment-99951164 Bot some $FVR. [--] cap&$264/ft&11xAFFO. Closest #REIT peer is $FCPT which trades @ [---] cap&480ft&16xAFFO. FCPT is 1/2 Darden $DRI. Despite concentration that's a + for FCPT as DRI has consistently killed it in a tough casual dining sector. But I think valuation diff is too high."  
[X Link](https://x.com/PrivateEyeCap/status/1905933700618993871)  2025-03-29T10:42Z [----] followers, [----] engagements


"Some thoughts on 2Q25 Resi #REITs results & cap rates per door expected IRRs: $AVB $CPT $ESS $EQR $MAA $INVH $AMH $ELS $SUI $NXRT $CSR $BRT $UDR $VNQ $TLT https://www.privateeyecapital.com/2q25-resi-reit-thoughts-cap-rates-per-door-4yr-irr/ https://www.privateeyecapital.com/2q25-resi-reit-thoughts-cap-rates-per-door-4yr-irr/"  
[X Link](https://x.com/PrivateEyeCap/status/1951326087536848950)  2025-08-01T16:56Z [----] followers, 16.4K engagements


"@yenoms I think the medium term risk/reward is great here. We are on the other side of the wall of supply - $CPT call illustrates how myopic SS 'analysts' are on the next quarter are two despite imminent fall off in deliveries https://seekingalpha.com/article/4807965-camden-property-trust-cpt-q2-2025-earnings-call-transcript https://seekingalpha.com/article/4807965-camden-property-trust-cpt-q2-2025-earnings-call-transcript"  
[X Link](https://x.com/PrivateEyeCap/status/1951447662248734779)  2025-08-02T00:59Z [----] followers, [---] engagements


"@jayparsons https://www.youtube.com/watchv=xG4AhAnyqvE&list=RDxG4AhAnyqvE&start_radio=1 https://www.youtube.com/watchv=xG4AhAnyqvE&list=RDxG4AhAnyqvE&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/1951623174405128339)  2025-08-02T12:36Z [----] followers, [----] engagements


"@jayparsons My recent piece on $CPT $IRT $UDR $MAA #REITs #dividends https://seekingalpha.com/article/4808110-camden-property-trust-looking-ahead-an-imminent-inflection https://seekingalpha.com/article/4808110-camden-property-trust-looking-ahead-an-imminent-inflection"  
[X Link](https://x.com/PrivateEyeCap/status/1952008081560269262)  2025-08-03T14:06Z [----] followers, [---] engagements


"Great summary of recent $FVR results from @RealAssetsValue . Tenant issues largely addressed+ addn'l disclosure on tenants+historical renewal info= greater confidence. I value this the same way (7.5 cap fair value) & get to same NAV ($18.50) which is just a shade below IPO price. $FVR Q2 results were solid. Sold assets at 6.75% cap to acquire at 8.2% cap with longer WALT. Occupancy up bad debt running 25-50 bps. Portfolio "humming". Trades at 9.5% cap and 10x AFFO a 30% discount to my NAV estimate based on 7.5% cap rate / peer average AFFO multiple. https://t.co/ezcA3xEH1e $FVR Q2 results"  
[X Link](https://x.com/PrivateEyeCap/status/1956434875764150683)  2025-08-15T19:16Z [----] followers, [----] engagements


"In the wake of bid for $PLYM & recent progress on liquidation of $ELME $AIV $SITC which #REIT that shouldn't exist will be sold/liquidated next $AHH $BRT $WSR $CSR $AHH $BRT $WSR $CSR"  
[X Link](https://x.com/PrivateEyeCap/status/1957611638388842735)  2025-08-19T01:12Z [----] followers, [----] engagements


"$FVR CEO picking up a few more shares https://d18rn0p25nwr6d.cloudfront.net/CIK-0001988494/08dacd1d-a275-44ce-a368-b637f5e4c8ce.pdf Great summary of recent $FVR results from @RealAssetsValue . Tenant issues largely addressed+ addn'l disclosure on tenants+historical renewal info= greater confidence. I value this the same way (7.5 cap fair value) & get to same NAV ($18.50) which is just a shade below IPO price. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001988494/08dacd1d-a275-44ce-a368-b637f5e4c8ce.pdf Great summary of recent $FVR results from @RealAssetsValue . Tenant issues largely"  
[X Link](https://x.com/PrivateEyeCap/status/1958256014060376156)  2025-08-20T19:53Z [----] followers, [----] engagements


"re: $WSR IMO no reason to sell at [-----]. IMO fair value is in the range of 18-20/share @ 6.5-7 cap. TX/AZ shopping center assets are only increasing in value. That said it is subscale (high G&A burden) and I wouldn't mind seeing it put in play & sold if it fetches a full price"  
[X Link](https://x.com/PrivateEyeCap/status/1985893252872937851)  2025-11-05T02:13Z [----] followers, [---] engagements


"Might Camden $CPT be the symbol (selling assets at [--] caps & buying back a meaningful chunk of stock at 6.5+) #REITtown needs Probably not.but maybe This isn't the kind of share buyback that you deep value folks want but it's not bad either at 0.44% of the shares outstanding $CPT during a single quarter @AndrewRangeley Shares are now 7.5% cheaper than mgt's buyback price https://t.co/myfgFhwq2P This isn't the kind of share buyback that you deep value folks want but it's not bad either at 0.44% of the shares outstanding $CPT during a single quarter @AndrewRangeley Shares are now 7.5% cheaper"  
[X Link](https://x.com/PrivateEyeCap/status/1986908525289779681)  2025-11-07T21:28Z [----] followers, [----] engagements


"$AMH https://seekingalpha.com/article/4850860-american-homes-4-rent-low-risk-high-returnv=1765026700&comments=show#comment-101633192 https://seekingalpha.com/article/4850860-american-homes-4-rent-low-risk-high-returnv=1765026700&comments=show#comment-101633192"  
[X Link](https://x.com/PrivateEyeCap/status/1997380823444586749)  2025-12-06T19:01Z [----] followers, [---] engagements


"https://www.youtube.com/watchv=UX_OUkvkNfY&list=RDUX_OUkvkNfY&start_radio=1 https://www.youtube.com/watchv=UX_OUkvkNfY&list=RDUX_OUkvkNfY&start_radio=1"  
[X Link](https://x.com/PrivateEyeCap/status/1997381496546460036)  2025-12-06T19:03Z [----] followers, [---] engagements


"I believe $CRM (14x fwd FCFE) will significantly outperform $WMT (40x fwd FCFE) over the next [--] years and am positioned accordingly"  
[X Link](https://x.com/PrivateEyeCap/status/2011876445430432182)  2026-01-15T19:01Z [----] followers, [----] engagements


"https://www.youtube.com/watchv=fzDqfdmvw2o https://www.youtube.com/watchv=fzDqfdmvw2o"  
[X Link](https://x.com/PrivateEyeCap/status/2011876447514689812)  2026-01-15T19:01Z [----] followers, [----] engagements


"https://x.com/levie/status/2012353041782263965 AI brings down the cost of building software dramatically. And now everyone can write code for any use case they can think of. But nothing changes about the concept of core competencies in a company. Companies spend their finite resources on things that differentiate them and https://x.com/levie/status/2012353041782263965 AI brings down the cost of building software dramatically. And now everyone can write code for any use case they can think of. But nothing changes about the concept of core competencies in a company. Companies spend their finite"  
[X Link](https://x.com/PrivateEyeCap/status/2012676178960667128)  2026-01-17T23:59Z [----] followers, [----] engagements


"https://www.wsj.com/business/retail/amazon-orland-park-illinois-opening-13362c97 https://www.wsj.com/business/retail/amazon-orland-park-illinois-opening-13362c97"  
[X Link](https://x.com/PrivateEyeCap/status/2014032506576593314)  2026-01-21T17:49Z [----] followers, [---] engagements


"https://x.com/JaredSleeper/status/2014110386312593855 Full presentation: https://t.co/4Ltp5odZ5p https://x.com/JaredSleeper/status/2014110386312593855 Full presentation: https://t.co/4Ltp5odZ5p"  
[X Link](https://x.com/PrivateEyeCap/status/2014771241102590267)  2026-01-23T18:44Z [----] followers, [---] engagements

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