[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.] #  @TheBenSchmark JabroniCoin.USD JabroniCoin.USD posts on X about $cold, $line, $cmpo, $rhld the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1927589978/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +81% - X Months XXXXXXX -XXXX% - X Year XXXXXXXXX +27% ### Mentions: XX [#](/creator/twitter::1927589978/posts_active)  - X Week XX -XX% - X Month XXX +36% - X Months XXX +4.80% - X Year XXX +1.50% ### Followers: XXXXX [#](/creator/twitter::1927589978/followers)  - X Week XXXXX +0.17% - X Month XXXXX +3% - X Months XXXXX +6.40% - X Year XXXXX +17% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1927589978/influencer_rank)  ### Social Influence [#](/creator/twitter::1927589978/influence) --- **Social category influence** [stocks](/list/stocks) XXX% [finance](/list/finance) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [technology brands](/list/technology-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [$cold](/topic/$cold) #16, [$line](/topic/$line) #1, [$cmpo](/topic/$cmpo) #1, [$rhld](/topic/$rhld) #1, [$cc](/topic/$cc) #48, [$qxo](/topic/$qxo) #3, [$cenx](/topic/$cenx) #3, [mentions](/topic/mentions) #117, [pricing](/topic/pricing) #65, [acquisition](/topic/acquisition) #809 **Top accounts mentioned or mentioned by** [@tshirtnjeans2](/creator/undefined) [@tsxman](/creator/undefined) [@taobanker](/creator/undefined) [@theweezguy](/creator/undefined) [@jonlitt](/creator/undefined) [@dannyocean555](/creator/undefined) [@institlpgp](/creator/undefined) [@citrini7](/creator/undefined) [@abraxasbridge](/creator/undefined) [@jimjim90809850](/creator/undefined) [@raydalio](/creator/undefined) [@erictheumpire](/creator/undefined) [@profpaulnary](/creator/undefined) [@recoverytrade](/creator/undefined) [@evanlorenz](/creator/undefined) [@nuggetcapital](/creator/undefined) [@gatorcapital](/creator/undefined) [@milkencookies](/creator/undefined) [@ellliotttb](/creator/undefined) [@notquitemidlife](/creator/undefined) **Top assets mentioned** [Americold Realty Trust, Inc. (COLD)](/topic/$cold) [Lineage, Inc. Common Stock (LINE)](/topic/$line) [The Chemours Company (CC)](/topic/$cc) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [Century Aluminum Co (CENX)](/topic/$cenx) [EQT, Corp. (EQT)](/topic/$eqt) [Zillow Group, Inc. (ZG)](/topic/$zg) [Honeywell International Inc (HON)](/topic/honeywell) [Treehouse Foods, Inc. (THS)](/topic/$ths) [WEN Token (WEN)](/topic/$wen) [General Mills, Inc. (GIS)](/topic/$gis) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Fiserv, Inc. (FI)](/topic/$fi) [CarMax, Inc (KMX)](/topic/$kmx) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Asbury Automotive Group, Inc. (ABG)](/topic/$abg) [TripAdvisor, Inc. (TRIP)](/topic/$trip) ### Top Social Posts [#](/creator/twitter::1927589978/posts) --- Top posts by engagements in the last XX hours "Still think Zestimates for the this company are too low $Z $ZG" [X Link](https://x.com/TheBenSchmark/status/1956435036313375180) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-08-15T19:17Z 5832 followers, 1484 engagements "Bernstein upgrades Zillow with $XXX base target and $XXX if housing also normalizes. $Z $ZG" [X Link](https://x.com/TheBenSchmark/status/1968395035667308915) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-17T19:22Z 5832 followers, 1972 engagements "I expect similar commentary to Brad Jacobs & $QXO on David Cote & CompoSecure $CMPO (perhaps with a new name) when they do their first big acquisition. Organic and inorganic EBITDA multiplying. Merger Monday $RHLD already pricing it in" [X Link](https://x.com/TheBenSchmark/status/1974165564018110840) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T17:32Z 5832 followers, 3926 engagements "The sell-side is just starting to look at $COLD with sober eyes. JPM reducing estimates & downgrading (most of street still bullish) noting fixed-volume roll-off pricing (supply) issues and accounting items" [X Link](https://x.com/TheBenSchmark/status/1970874848416268319) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-24T15:35Z 5832 followers, 4481 engagements "@TheWeezGuy GLP-1 is low on my list of headwinds here but to be fair even the CEO of $COLD acknowledged it as a headwind. And scripts are only rising" [X Link](https://x.com/TheBenSchmark/status/1977513051181203823) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-12T23:13Z 5832 followers, XXX engagements "The Cote Honeywell $CMPO M&A playbook might not be so different from the Jacobs $QXO playbook. The stocks are priced quite differently though" [X Link](https://x.com/TheBenSchmark/status/1971635318278574265) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-26T17:57Z 5832 followers, 6126 engagements "@matthew_sigel $CMPO may be near XX week highs but doesnt act like a crypto-exposed equity despite Cotes VRT background. Thoughts" [X Link](https://x.com/TheBenSchmark/status/1977771107739726299) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-13T16:19Z 5832 followers, XXX engagements "To front-run Buffett I decided to start with the Cs $CMPO: David Cote at helm M&A growth imminent $CENX: commodity price spiking AI/power optionality $CC: low-cost trough cyclical refrigerant optionality $C: ex-shitco bank climbing ROTE $COLD: oversupply & weak demand" [X Link](https://x.com/TheBenSchmark/status/1966570222787162349) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-12T18:30Z 5831 followers, 1351 engagements "UBS initiates on $COLD with a neutral noting excess capacity and rent declines. However they use CoStar square foot data to measure excess capacity & this significantly understates the real excess cubic ft of supply for reasons belabored before. Its worse than they think" [X Link](https://x.com/TheBenSchmark/status/1978505190031397237) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-15T16:56Z 5832 followers, XXX engagements "Mark Palmer at Benchmark raising $CMPO PT to $XX on core margin improvement and Arculus traction with 13x EBITDA multiple. Noting optionality from inevitable (and imminent) M&A" [X Link](https://x.com/TheBenSchmark/status/1978481415516762342) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-15T15:21Z 5832 followers, 1131 engagements "$CENX $EQT $CC" [X Link](https://x.com/TheBenSchmark/status/1978824672662663559) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-16T14:05Z 5832 followers, XXX engagements "$RHLD has doubled & now has a market cap $500m. It gets a management fee of XX% of $CMPO EBITDA. Some napkin math shows what that might imply for $CMPO EBITDA & value. One of these securities might be mispriced🤷♂ (no position in RHLD)" [X Link](https://x.com/TheBenSchmark/status/1955647333271736442) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-08-13T15:07Z 5831 followers, 10.1K engagements "@Citrini7 @rwang07 True but 1) the Chinese sovereign semiconductor imperative also extends to mature nodes 2) $ACMR has enough exposure to memory & foundry thats increasing capex (SMIC Hua Hong YM Hynix) 3) the valuation is absurdly low" [X Link](https://x.com/TheBenSchmark/status/1960393145234932121) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-08-26T17:25Z 5833 followers, XXX engagements "Every $QXO initiation is telling. Value it on out year M&A plus extracted efficiency EBITDA. Effectively front-run the next few inevitable accretive deals. With $CMPO one can front-run David Cotes first deal that might be a beacon 🚨" [X Link](https://x.com/TheBenSchmark/status/1961130811924545773) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-08-28T18:16Z 5831 followers, 11.8K engagements "It would be cool if new $COLD management is more upfront about the extent of volume oversupply doesnt call soft competitor pricing irrational and considers not gouging their customers. Perhaps they might take a look at some below the $LINE accounting items as well" [X Link](https://x.com/TheBenSchmark/status/1962953357875659214) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-02T18:58Z 5831 followers, 2724 engagements "While I dont endorse the analysis here some others at risk: $COLD & $LINE : already facing demand issues oversupply issues and pricing guides at risk $WEN : high capex needs weak trends burger price wars shaping up pushed prices already. Dividend at risk" [X Link](https://x.com/TheBenSchmark/status/1965123847453385102) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-08T18:43Z 5831 followers, 1323 engagements "Not sure if this is true and has never been instrumental in my bear case but if so another headwind for cold storage $LINE $COLD The decremental margins in these businesses are high and economic occupancy a lot higher than physical" [X Link](https://x.com/TheBenSchmark/status/1969865744717595115) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-21T20:46Z 5831 followers, 2001 engagements "JPM takes down numbers on $LINE as both pricing pressure (oversupply & weak demand) and the operational intensity of these businesses coming into focus. Imho $COLD & $LINE should be valued like operating businesses on *real* FCF after true maintenance capex" [X Link](https://x.com/TheBenSchmark/status/1970924234160709706) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-24T18:52Z 5831 followers, 9125 engagements "I remember it was only a few quarters ago when folks said no real capacity adds (supply has been largely non-existence Now the refrain is the glut wont last forever🥶🤷♂ I ask $COLD & $LINE bulls a simple question: What is the % of cubic feet of supply added since 2021" [X Link](https://x.com/TheBenSchmark/status/1971626220325601743) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-26T17:21Z 5832 followers, 1707 engagements "Finally more analysts realizing theres real pricing erosion in cold storage after years of gouging and a now oversupplied market. Baird taking numbers down on $COLD & $LINE Further erosion in 2026 and pricing to continue being under pressure" [X Link](https://x.com/TheBenSchmark/status/1972696538616152136) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-29T16:14Z 5832 followers, 5153 engagements "@tsxman The PE funded supply that entered 2021 onward can cut prices and offer discounts to get their occupancy up. Lets see how low the discounting can go and how much $COLD & $LINE above-spot fixed volume pricing is as it rolls off" [X Link](https://x.com/TheBenSchmark/status/1972719968882942384) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-29T17:47Z 5832 followers, 4434 engagements "Barclays on $THS" [X Link](https://x.com/TheBenSchmark/status/1973012239151178057) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-30T13:09Z 5832 followers, 7870 engagements "Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side)" [X Link](https://x.com/TheBenSchmark/status/1973033188026183876) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-30T14:32Z 5832 followers, 6473 engagements "$EQT might be short for Equation From the smart and funny Bob Brackett at Bernstein: EQT is the simplest highest-beta lsrge cap E&P bet on the future of US gas & power"" [X Link](https://x.com/TheBenSchmark/status/1973072780171096320) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-09-30T17:09Z 5832 followers, 6773 engagements "TD Cowen reporting significant GW deployment acceleration from OpenAI Anthropic and Amazon. (Google TPUs for Anthropic.) And Microsoft returning to the market Bodes well for $CENX with XXX MW of power and water in Kentucky $AVGO ASICs and $CC cooling" [X Link](https://x.com/TheBenSchmark/status/1973815703540281471) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-02T18:21Z 5832 followers, 1700 engagements "Curious when $CMPO partnership with Fiserv yields a large Arculus authentication deal with a non-crypto bank or credit card company" [X Link](https://x.com/TheBenSchmark/status/1974102975913312699) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T13:23Z 5833 followers, 3026 engagements "Street been slow to the negative impact of oversupply in cold storage on $COLD & $LINE. Keybanc highlighting it: XX% increase in Sq Ft But they still miss a key point: cubic feet is what matters & facility heights increased dramatically since XX. Real oversupply much higher" [X Link](https://x.com/TheBenSchmark/status/1974144376248152491) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T16:07Z 5831 followers, 1465 engagements "$THS & $CMPO are my favourite merger-Monday candidates. Yours" [X Link](https://x.com/TheBenSchmark/status/1974201178989998521) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-03T19:53Z 5832 followers, 3587 engagements "Resolute Holdings getting bid upto all time highs with a $665m market cap. What does it imply for the immediacy and EBITDA potential of $CMPO first acquisition" [X Link](https://x.com/TheBenSchmark/status/1975197153762189588) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-06T13:51Z 5833 followers, 1713 engagements "UBS on the cool new datacenter opportunity for $CC A bet on server density increasing and direct cooling. A significant potential TAM & share of TAM while core refrigerants business should get highlighted by Solstice IPO" [X Link](https://x.com/TheBenSchmark/status/1975208438520308135) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-06T14:36Z 5832 followers, 15.2K engagements "Wow Keybanc almost does it Explicitly describes cold storage oversupply problem mentions why cubic ft matter (new heights & automation) but doesnt do the final math to convert XXXX% SF growth to cubic feet. So close Costar data + interpolation gets the answer. $COLD $LINE" [X Link](https://x.com/TheBenSchmark/status/1975249172116001133) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-06T17:17Z 5832 followers, 5025 engagements "@tangentstyle Thank you. The $LINE amended S-1 had an incredibly good short thesis. All one needed to do was to multiply by a taller height (and efficiency) factor since they were careful not to mention cubic feet" [X Link](https://x.com/TheBenSchmark/status/1975293122671427907) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-06T20:12Z 5833 followers, XXX engagements "Keybanc gets credit for explicitly acknowledging Newer facilities have been built bigger & taller too which means cubic foot supply growth has been even more meaningful Waiting for an analyst to put a number on cubic ft of supply growth. (Hint: it aint pretty) $COLD $LINE" [X Link](https://x.com/TheBenSchmark/status/1975536421885862298) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-07T12:19Z 5832 followers, 1327 engagements "TiO2 bottoming refrigerants getting a new IPO comp and cooling optionality with low cost producer $CC at a cheap valuation. Reminds me of $CENX a year ago" [X Link](https://x.com/TheBenSchmark/status/1975953805410996579) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-08T15:57Z 5832 followers, 1228 engagements "RHLD now has a $700m market cap. What is the implied $CMPO forward EBITDA jump Ans how much EBITDA will they add in their first deal" [X Link](https://x.com/TheBenSchmark/status/1975957861684646159) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-08T16:14Z 5833 followers, 1525 engagements "LNG demand is doubling and AI just throws gas on the $EQT thesis" [X Link](https://x.com/TheBenSchmark/status/1975998556021432478) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-08T18:55Z 5832 followers, 2390 engagements "The CarMax $KMX halo was quite perplexing despite visible headwinds a broken bull thesis and a valuation that left little room for mistakes. LAD and ABG havent had the best operating environment but the valuation was undemanding" [X Link](https://x.com/TheBenSchmark/status/1976110162428710925) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-09T02:19Z 5832 followers, 1500 engagements "Latest Newmark cold storage report: gap between supply & demand will be its widest on record in 2025 in XX supply will still outpace👀 Still *underestimating* supply by assuming 26ft height & XX% efficiency despite much taller automated facilities since XX $COLD $LINE" [X Link](https://x.com/TheBenSchmark/status/1976352083231244321) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-09T18:20Z 5832 followers, 3052 engagements "Wolfe finally does it Estimates cubic feet of supply growth since 2020 incorporating increasing heights. Mid 20s % cumulative volume growth in an industry with declining demand😬 Americold declining physical occupancy is telling $COLD winter below my $LINE 🤏🏽" [X Link](https://x.com/TheBenSchmark/status/1976670994627764492) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-10T15:27Z 5832 followers, 3664 engagements "GLP-1 total scripts are going up and to the right. Besides $COLD & $LINE what are some other low-key GLP-1 losers" [X Link](https://x.com/TheBenSchmark/status/1977494272044585275) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-12T21:59Z 5831 followers, 4149 engagements "Newmark notes that most new cold storage developments are over 200k square feet & taking longer to lease up. This is true but *understates* the issue because these newer and larger facilities are also taller. More volume more unleased supply. More discounting at $COLD $LINE" [X Link](https://x.com/TheBenSchmark/status/1977797014050967637) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-13T18:02Z 5832 followers, 1233 engagements "Newmark showing new supply wave of cold storage while pointing out that older facilities are the most structurally vacant & disadvantaged. Americold $COLD facilities are the oldest & least automated (with the highest maintenance capex needs). $LINE has newer & taller ones" [X Link](https://x.com/TheBenSchmark/status/1978146647646372322) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-14T17:11Z 5833 followers, 1449 engagements "Bernstein on $TRIP Management at a fork in the road" [X Link](https://x.com/TheBenSchmark/status/1978831869027225864) [@TheBenSchmark](/creator/x/TheBenSchmark) 2025-10-16T14:34Z 5833 followers, XXX engagements
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@TheBenSchmark JabroniCoin.USD
JabroniCoin.USD posts on X about $cold, $line, $cmpo, $rhld the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +81%
- X Months XXXXXXX -XXXX%
- X Year XXXXXXXXX +27%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +36%
- X Months XXX +4.80%
- X Year XXX +1.50%
Followers: XXXXX #
- X Week XXXXX +0.17%
- X Month XXXXX +3%
- X Months XXXXX +6.40%
- X Year XXXXX +17%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXX% finance XXX% cryptocurrencies XXXX% technology brands XXXX% fashion brands XXXX%
Social topic influence $cold #16, $line #1, $cmpo #1, $rhld #1, $cc #48, $qxo #3, $cenx #3, mentions #117, pricing #65, acquisition #809
Top accounts mentioned or mentioned by @tshirtnjeans2 @tsxman @taobanker @theweezguy @jonlitt @dannyocean555 @institlpgp @citrini7 @abraxasbridge @jimjim90809850 @raydalio @erictheumpire @profpaulnary @recoverytrade @evanlorenz @nuggetcapital @gatorcapital @milkencookies @ellliotttb @notquitemidlife
Top assets mentioned Americold Realty Trust, Inc. (COLD) Lineage, Inc. Common Stock (LINE) The Chemours Company (CC) QXO, Inc. Common Stock (QXO) Century Aluminum Co (CENX) EQT, Corp. (EQT) Zillow Group, Inc. (ZG) Honeywell International Inc (HON) Treehouse Foods, Inc. (THS) WEN Token (WEN) General Mills, Inc. (GIS) Broadcom, Inc. (AVGO) Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Fiserv, Inc. (FI) CarMax, Inc (KMX) Lithia Motors, Inc. (LAD) Asbury Automotive Group, Inc. (ABG) TripAdvisor, Inc. (TRIP)
Top Social Posts #
Top posts by engagements in the last XX hours
"Still think Zestimates for the this company are too low $Z $ZG"
X Link @TheBenSchmark 2025-08-15T19:17Z 5832 followers, 1484 engagements
"Bernstein upgrades Zillow with $XXX base target and $XXX if housing also normalizes. $Z $ZG"
X Link @TheBenSchmark 2025-09-17T19:22Z 5832 followers, 1972 engagements
"I expect similar commentary to Brad Jacobs & $QXO on David Cote & CompoSecure $CMPO (perhaps with a new name) when they do their first big acquisition. Organic and inorganic EBITDA multiplying. Merger Monday $RHLD already pricing it in"
X Link @TheBenSchmark 2025-10-03T17:32Z 5832 followers, 3926 engagements
"The sell-side is just starting to look at $COLD with sober eyes. JPM reducing estimates & downgrading (most of street still bullish) noting fixed-volume roll-off pricing (supply) issues and accounting items"
X Link @TheBenSchmark 2025-09-24T15:35Z 5832 followers, 4481 engagements
"@TheWeezGuy GLP-1 is low on my list of headwinds here but to be fair even the CEO of $COLD acknowledged it as a headwind. And scripts are only rising"
X Link @TheBenSchmark 2025-10-12T23:13Z 5832 followers, XXX engagements
"The Cote Honeywell $CMPO M&A playbook might not be so different from the Jacobs $QXO playbook. The stocks are priced quite differently though"
X Link @TheBenSchmark 2025-09-26T17:57Z 5832 followers, 6126 engagements
"@matthew_sigel $CMPO may be near XX week highs but doesnt act like a crypto-exposed equity despite Cotes VRT background. Thoughts"
X Link @TheBenSchmark 2025-10-13T16:19Z 5832 followers, XXX engagements
"To front-run Buffett I decided to start with the Cs $CMPO: David Cote at helm M&A growth imminent $CENX: commodity price spiking AI/power optionality $CC: low-cost trough cyclical refrigerant optionality $C: ex-shitco bank climbing ROTE $COLD: oversupply & weak demand"
X Link @TheBenSchmark 2025-09-12T18:30Z 5831 followers, 1351 engagements
"UBS initiates on $COLD with a neutral noting excess capacity and rent declines. However they use CoStar square foot data to measure excess capacity & this significantly understates the real excess cubic ft of supply for reasons belabored before. Its worse than they think"
X Link @TheBenSchmark 2025-10-15T16:56Z 5832 followers, XXX engagements
"Mark Palmer at Benchmark raising $CMPO PT to $XX on core margin improvement and Arculus traction with 13x EBITDA multiple. Noting optionality from inevitable (and imminent) M&A"
X Link @TheBenSchmark 2025-10-15T15:21Z 5832 followers, 1131 engagements
"$CENX $EQT $CC"
X Link @TheBenSchmark 2025-10-16T14:05Z 5832 followers, XXX engagements
"$RHLD has doubled & now has a market cap $500m. It gets a management fee of XX% of $CMPO EBITDA. Some napkin math shows what that might imply for $CMPO EBITDA & value. One of these securities might be mispriced🤷♂ (no position in RHLD)"
X Link @TheBenSchmark 2025-08-13T15:07Z 5831 followers, 10.1K engagements
"@Citrini7 @rwang07 True but 1) the Chinese sovereign semiconductor imperative also extends to mature nodes 2) $ACMR has enough exposure to memory & foundry thats increasing capex (SMIC Hua Hong YM Hynix) 3) the valuation is absurdly low"
X Link @TheBenSchmark 2025-08-26T17:25Z 5833 followers, XXX engagements
"Every $QXO initiation is telling. Value it on out year M&A plus extracted efficiency EBITDA. Effectively front-run the next few inevitable accretive deals. With $CMPO one can front-run David Cotes first deal that might be a beacon 🚨"
X Link @TheBenSchmark 2025-08-28T18:16Z 5831 followers, 11.8K engagements
"It would be cool if new $COLD management is more upfront about the extent of volume oversupply doesnt call soft competitor pricing irrational and considers not gouging their customers. Perhaps they might take a look at some below the $LINE accounting items as well"
X Link @TheBenSchmark 2025-09-02T18:58Z 5831 followers, 2724 engagements
"While I dont endorse the analysis here some others at risk: $COLD & $LINE : already facing demand issues oversupply issues and pricing guides at risk $WEN : high capex needs weak trends burger price wars shaping up pushed prices already. Dividend at risk"
X Link @TheBenSchmark 2025-09-08T18:43Z 5831 followers, 1323 engagements
"Not sure if this is true and has never been instrumental in my bear case but if so another headwind for cold storage $LINE $COLD The decremental margins in these businesses are high and economic occupancy a lot higher than physical"
X Link @TheBenSchmark 2025-09-21T20:46Z 5831 followers, 2001 engagements
"JPM takes down numbers on $LINE as both pricing pressure (oversupply & weak demand) and the operational intensity of these businesses coming into focus. Imho $COLD & $LINE should be valued like operating businesses on real FCF after true maintenance capex"
X Link @TheBenSchmark 2025-09-24T18:52Z 5831 followers, 9125 engagements
"I remember it was only a few quarters ago when folks said no real capacity adds (supply has been largely non-existence Now the refrain is the glut wont last forever🥶🤷♂ I ask $COLD & $LINE bulls a simple question: What is the % of cubic feet of supply added since 2021"
X Link @TheBenSchmark 2025-09-26T17:21Z 5832 followers, 1707 engagements
"Finally more analysts realizing theres real pricing erosion in cold storage after years of gouging and a now oversupplied market. Baird taking numbers down on $COLD & $LINE Further erosion in 2026 and pricing to continue being under pressure"
X Link @TheBenSchmark 2025-09-29T16:14Z 5832 followers, 5153 engagements
"@tsxman The PE funded supply that entered 2021 onward can cut prices and offer discounts to get their occupancy up. Lets see how low the discounting can go and how much $COLD & $LINE above-spot fixed volume pricing is as it rolls off"
X Link @TheBenSchmark 2025-09-29T17:47Z 5832 followers, 4434 engagements
"Barclays on $THS"
X Link @TheBenSchmark 2025-09-30T13:09Z 5832 followers, 7870 engagements
"Its funny how low-moat cold storage REITs $COLD & $LINE could be both AI-losers (on the cost side) and GLP-losers (on the revenue side)"
X Link @TheBenSchmark 2025-09-30T14:32Z 5832 followers, 6473 engagements
"$EQT might be short for Equation From the smart and funny Bob Brackett at Bernstein: EQT is the simplest highest-beta lsrge cap E&P bet on the future of US gas & power""
X Link @TheBenSchmark 2025-09-30T17:09Z 5832 followers, 6773 engagements
"TD Cowen reporting significant GW deployment acceleration from OpenAI Anthropic and Amazon. (Google TPUs for Anthropic.) And Microsoft returning to the market Bodes well for $CENX with XXX MW of power and water in Kentucky $AVGO ASICs and $CC cooling"
X Link @TheBenSchmark 2025-10-02T18:21Z 5832 followers, 1700 engagements
"Curious when $CMPO partnership with Fiserv yields a large Arculus authentication deal with a non-crypto bank or credit card company"
X Link @TheBenSchmark 2025-10-03T13:23Z 5833 followers, 3026 engagements
"Street been slow to the negative impact of oversupply in cold storage on $COLD & $LINE. Keybanc highlighting it: XX% increase in Sq Ft But they still miss a key point: cubic feet is what matters & facility heights increased dramatically since XX. Real oversupply much higher"
X Link @TheBenSchmark 2025-10-03T16:07Z 5831 followers, 1465 engagements
"$THS & $CMPO are my favourite merger-Monday candidates. Yours"
X Link @TheBenSchmark 2025-10-03T19:53Z 5832 followers, 3587 engagements
"Resolute Holdings getting bid upto all time highs with a $665m market cap. What does it imply for the immediacy and EBITDA potential of $CMPO first acquisition"
X Link @TheBenSchmark 2025-10-06T13:51Z 5833 followers, 1713 engagements
"UBS on the cool new datacenter opportunity for $CC A bet on server density increasing and direct cooling. A significant potential TAM & share of TAM while core refrigerants business should get highlighted by Solstice IPO"
X Link @TheBenSchmark 2025-10-06T14:36Z 5832 followers, 15.2K engagements
"Wow Keybanc almost does it Explicitly describes cold storage oversupply problem mentions why cubic ft matter (new heights & automation) but doesnt do the final math to convert XXXX% SF growth to cubic feet. So close Costar data + interpolation gets the answer. $COLD $LINE"
X Link @TheBenSchmark 2025-10-06T17:17Z 5832 followers, 5025 engagements
"@tangentstyle Thank you. The $LINE amended S-1 had an incredibly good short thesis. All one needed to do was to multiply by a taller height (and efficiency) factor since they were careful not to mention cubic feet"
X Link @TheBenSchmark 2025-10-06T20:12Z 5833 followers, XXX engagements
"Keybanc gets credit for explicitly acknowledging Newer facilities have been built bigger & taller too which means cubic foot supply growth has been even more meaningful Waiting for an analyst to put a number on cubic ft of supply growth. (Hint: it aint pretty) $COLD $LINE"
X Link @TheBenSchmark 2025-10-07T12:19Z 5832 followers, 1327 engagements
"TiO2 bottoming refrigerants getting a new IPO comp and cooling optionality with low cost producer $CC at a cheap valuation. Reminds me of $CENX a year ago"
X Link @TheBenSchmark 2025-10-08T15:57Z 5832 followers, 1228 engagements
"RHLD now has a $700m market cap. What is the implied $CMPO forward EBITDA jump Ans how much EBITDA will they add in their first deal"
X Link @TheBenSchmark 2025-10-08T16:14Z 5833 followers, 1525 engagements
"LNG demand is doubling and AI just throws gas on the $EQT thesis"
X Link @TheBenSchmark 2025-10-08T18:55Z 5832 followers, 2390 engagements
"The CarMax $KMX halo was quite perplexing despite visible headwinds a broken bull thesis and a valuation that left little room for mistakes. LAD and ABG havent had the best operating environment but the valuation was undemanding"
X Link @TheBenSchmark 2025-10-09T02:19Z 5832 followers, 1500 engagements
"Latest Newmark cold storage report: gap between supply & demand will be its widest on record in 2025 in XX supply will still outpace👀 Still underestimating supply by assuming 26ft height & XX% efficiency despite much taller automated facilities since XX $COLD $LINE"
X Link @TheBenSchmark 2025-10-09T18:20Z 5832 followers, 3052 engagements
"Wolfe finally does it Estimates cubic feet of supply growth since 2020 incorporating increasing heights. Mid 20s % cumulative volume growth in an industry with declining demand😬 Americold declining physical occupancy is telling $COLD winter below my $LINE 🤏🏽"
X Link @TheBenSchmark 2025-10-10T15:27Z 5832 followers, 3664 engagements
"GLP-1 total scripts are going up and to the right. Besides $COLD & $LINE what are some other low-key GLP-1 losers"
X Link @TheBenSchmark 2025-10-12T21:59Z 5831 followers, 4149 engagements
"Newmark notes that most new cold storage developments are over 200k square feet & taking longer to lease up. This is true but understates the issue because these newer and larger facilities are also taller. More volume more unleased supply. More discounting at $COLD $LINE"
X Link @TheBenSchmark 2025-10-13T18:02Z 5832 followers, 1233 engagements
"Newmark showing new supply wave of cold storage while pointing out that older facilities are the most structurally vacant & disadvantaged. Americold $COLD facilities are the oldest & least automated (with the highest maintenance capex needs). $LINE has newer & taller ones"
X Link @TheBenSchmark 2025-10-14T17:11Z 5833 followers, 1449 engagements
"Bernstein on $TRIP Management at a fork in the road"
X Link @TheBenSchmark 2025-10-16T14:34Z 5833 followers, XXX engagements