#  @TiehackCapital John W.
John W. posts on X about business, $daln, in the, investment the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1108945089844264960/interactions)

- [--] Week [-----] -93%
- [--] Month [-------] -23%
- [--] Months [---------] +158%
- [--] Year [---------] +315%
### Mentions: [--] [#](/creator/twitter::1108945089844264960/posts_active)

- [--] Week [--] -33%
- [--] Month [--] -18%
- [--] Months [---] +26%
- [--] Year [---] +108%
### Followers: [------] [#](/creator/twitter::1108945089844264960/followers)

- [--] Week [------] -0.07%
- [--] Month [------] +0.71%
- [--] Months [------] +8.30%
- [--] Year [------] +22%
### CreatorRank: [-------] [#](/creator/twitter::1108945089844264960/influencer_rank)

### Social Influence
**Social category influence**
[finance](/list/finance) 30% [stocks](/list/stocks) 4% [countries](/list/countries) 2% [cryptocurrencies](/list/cryptocurrencies) 2% [exchanges](/list/exchanges) 1%
**Social topic influence**
[business](/topic/business) 8%, [$daln](/topic/$daln) 8%, [in the](/topic/in-the) 8%, [investment](/topic/investment) 5%, [advice](/topic/advice) 4%, [market cap](/topic/market-cap) 4%, [balance sheet](/topic/balance-sheet) 4%, [$mcem](/topic/$mcem) 3%, [$100m](/topic/$100m) 3%, [$otcm](/topic/$otcm) 3%
**Top accounts mentioned or mentioned by**
[@joinyellowbrick](/creator/undefined) [@milhemgroup](/creator/undefined) [@jpsinvestments](/creator/undefined) [@anonymo09273651](/creator/undefined) [@yenoms](/creator/undefined) [@puppyeh1](/creator/undefined) [@clarksquarecap](/creator/undefined) [@dismassetbkd](/creator/undefined) [@handlerrich](/creator/undefined) [@taseen](/creator/undefined) [@patrickc](/creator/undefined) [@stripe](/creator/undefined) [@joncukierwar](/creator/undefined) [@rockwoodnotes](/creator/undefined) [@eriksentim](/creator/undefined) [@stockratic](/creator/undefined) [@spencerdotng](/creator/undefined) [@mirrerlamdan](/creator/undefined) [@thepupil11](/creator/undefined) [@anxanumc](/creator/undefined)
**Top assets mentioned**
[Laird Superfood, Inc. (LSF)](/topic/$lsf) [Born in [--] (19)](/topic/$19) [Alexander's Inc. (ALX)](/topic/$alx) [Sphere Entertainment Co. (SPHR)](/topic/$sphr) [REV Group, Inc. (REVG)](/topic/$revg) [Kohl's Corporation (KSS)](/topic/$kss)
### Top Social Posts
Top posts by engagements in the last [--] hours
"My oddball pick for [----] is the Bank of Guam (OTC:BKGM). Illiquid (80% insider owned) $2b of deposits big discount to TBV consistently profitable dominant franchise in US Pacific territories. Mid to high teens ROE and a $1b AUM trust business. Long $BKGM Not advice"
[X Link](https://x.com/TiehackCapital/status/2017676350518181979) 2026-01-31T19:08Z 16.7K followers, 19K engagements
"@MilhemGroup [--]. Governor is the daughter of the founder previously ran it & owns a bunch of stock. [--]. Any arrangements/transactions of concern [--]. Lol [--]. This happened [--] years ago and NPLs + credit losses seem to be under control. [--]. It is very illiquid and I only own a small position"
[X Link](https://x.com/TiehackCapital/status/2017690569787441542) 2026-01-31T20:04Z 16.7K followers, [---] engagements
"Couldnt resist buying some $8841"
[X Link](https://x.com/TiehackCapital/status/2018878712956309531) 2026-02-04T02:46Z 16.7K followers, [----] engagements
"Ive been buying $ALX for the past few days. Basically a 10+ year Bloomberg bond (ie NNN lease w/ rent bumps on BBG Tower that it has occupied since early 2000s) with some free upside on the Queens portfolio and BBG retail condo"
[X Link](https://x.com/TiehackCapital/status/2022347239059001537) 2026-02-13T16:28Z 16.7K followers, [----] engagements
"'24 $MCEM "guidance""
[X Link](https://x.com/anyuser/status/1778616968037236820) 2024-04-12T02:51Z 16.7K followers, [----] engagements
"Alden Global from the top rope. $16.50 bid on $DALN. Maybe a bump from Hearst"
[X Link](https://x.com/anyuser/status/1947802072495132864) 2025-07-22T23:32Z 16.7K followers, [----] engagements
"Southern Realty $SRLY is an interesting liquidation candidate. $1.1M net cash $2.0M MC. 40k acres of oil gas and mineral rights in central CA. Recently paid a special div and sold [---] acres of water rights for $420/acre. No position. Anyone follow this tiny oddball"
[X Link](https://x.com/anyuser/status/1964848989121229270) 2025-09-08T00:31Z 16.7K followers, [----] engagements
"Thank you SEC for protecting me from owning this family-run Ohio gem"
[X Link](https://x.com/anyuser/status/1968010009939497002) 2025-09-16T17:52Z 16.7K followers, 17.9K engagements
"Croatia-maxing"
[X Link](https://x.com/anyuser/status/1969350635087643041) 2025-09-20T10:39Z 16.7K followers, 17K engagements
"Recent mortgage restructuring is complicated but favorable"
[X Link](https://x.com/TiehackCapital/status/2022347241298796655) 2026-02-13T16:28Z 16.7K followers, [---] engagements
"New England Realty nearing 8% cap territoryMLP family-controlled illiquid rent control fears etc. I wouldnt be surprised if some of the big funds start poking around. Not advice. Long $NEN"
[X Link](https://x.com/TiehackCapital/status/2008940185602441368) 2026-01-07T16:33Z 16.6K followers, [----] engagements
"Holding. Its like a +/-12% LFCF yield for well-located New England RE imo superior to the Aimco assets in Warwick Marlborough Worcester etc. They do special divs all the time so the 40c quarterly div isnt an accurate representation of cap returns. The $100m was on one giant deal in Belmont. Ill DM you https://twitter.com/i/web/status/2008945972382937254 https://twitter.com/i/web/status/2008945972382937254"
[X Link](https://x.com/TiehackCapital/status/2008945972382937254) 2026-01-07T16:56Z 16.6K followers, [---] engagements
"@JPSInvestments @Anonymo09273651 definitely something to consider but Im not underwriting any immediate uplift in rents. If anything it solidifies comfort in future occupancy in the mid to high 90s. They should be able to turn over all Hill Estates leases prior to the regs go live if they do at all"
[X Link](https://x.com/TiehackCapital/status/2008948333264482585) 2026-01-07T17:06Z 16.6K followers, [---] engagements
"@yenoms @Anonymo09273651 @JPSInvestments Are there any prediction markets tracking it"
[X Link](https://x.com/TiehackCapital/status/2008968917616844987) 2026-01-07T18:28Z 16.6K followers, [---] engagements
"Hetty Green is an underrated figure in valueland. A shrewd investor that made many millions buying dirt cheap securities (banks railroads munis mortgage bonds) and real estate decades before Graham & Dodd. Reportedly died with $100M in 1916"
[X Link](https://x.com/TiehackCapital/status/2010105427636457669) 2026-01-10T21:44Z 16.6K followers, [--] engagements
"U.S. corporate bankruptcies increased for the third consecutive year. Total Chapter [--] and Chapter [--] bankruptcies climbed above [-----] about 18% higher than the 10-year average via CreditRiskMonitor $CRMZ"
[X Link](https://x.com/TiehackCapital/status/2011455868639055943) 2026-01-14T15:10Z 16.6K followers, [----] engagements
"$OTCM Q4 and year end trading stats:"
[X Link](https://x.com/TiehackCapital/status/2013058107509723293) 2026-01-19T01:17Z 16.6K followers, [----] engagements
"@DismAssetBkd What assumptions were used to arrive at a liquidation value of $7.31 per share"
[X Link](https://x.com/TiehackCapital/status/2013747168532721936) 2026-01-20T22:55Z 16.6K followers, [----] engagements
"Im typically skeptical of IPOs but is Wealthfront not a decent r/r here Consistent double digit growth lean team net cash position etc. Below valuation UBS offered in [----] AUM has tripled since"
[X Link](https://x.com/TiehackCapital/status/2014003618387562606) 2026-01-21T15:54Z 16.6K followers, [----] engagements
"$TLNE $3/share potential if fully-subscribed before June [--]. $116-122 offer. Good r/r at $110/share IMO. Long"
[X Link](https://x.com/TiehackCapital/status/1798367684511621542) 2024-06-05T14:54Z 16.6K followers, [----] engagements
"Hearst runs the risk of not winning the vote at $15 with a $18.50 bid on the table"
[X Link](https://x.com/TiehackCapital/status/1957853623062524171) 2025-08-19T17:14Z 16.6K followers, [----] engagements
"$DALN back to trading slightly above $15 deal price now"
[X Link](https://x.com/TiehackCapital/status/1960061439973962042) 2025-08-25T19:27Z 16.6K followers, [----] engagements
"@puppyeh1 Just plain epic. Congrats and happy new year"
[X Link](https://x.com/TiehackCapital/status/2005842717213880629) 2025-12-30T03:25Z 16.6K followers, [----] engagements
"$NLOP $6.75 special"
[X Link](https://x.com/TiehackCapital/status/2013720085509071101) 2026-01-20T21:07Z 16.6K followers, [----] engagements
"My best estimate is that Charlie Munger hosted somewhere between [------] and [--] million people for dinner in the final years of his life"
[X Link](https://x.com/TiehackCapital/status/2014390617116176646) 2026-01-22T17:32Z 16.7K followers, 68.5K engagements
"The Generals first PA investment in [--] years. I am grateful to @HandlerRich for bringing Neri and me the opportunity to invest in the @TASE_en the Tel Aviv Stock Exchange. The best businesses in the world are capital-light franchises which own the right to collect royalties on a compounding base of assets. TASE is a I am grateful to @HandlerRich for bringing Neri and me the opportunity to invest in the @TASE_en the Tel Aviv Stock Exchange. The best businesses in the world are capital-light franchises which own the right to collect royalties on a compounding base of assets. TASE is a"
[X Link](https://x.com/TiehackCapital/status/2014526906821939690) 2026-01-23T02:33Z 16.6K followers, 99.5K engagements
"$MCCK has run quite a bit but looks pretty cheapPrecious metal trading income in Q4 could be $100m lol. +/- 2x EV/EBITDA. Will Reed hold onto the commods or sell some"
[X Link](https://x.com/TiehackCapital/status/2017295414597194166) 2026-01-30T17:54Z 16.7K followers, [----] engagements
"Where can you trade $OJOC Its not expert market (as far as I know) and IB doesnt trade it due to clearing issues"
[X Link](https://x.com/TiehackCapital/status/1837196810525245944) 2024-09-20T18:27Z 16.7K followers, [----] engagements
"California Orchard $CAOX sitting at a $7m market cap. Owns [----] acres of glorious vineyards in Monterey CA. About 85% of its land is leased to TIAA/Nuveen. Everything touching wine including this gem of a vineyard landlord/royalty biz has been absolutely crushed. Wow"
[X Link](https://x.com/TiehackCapital/status/1998508468937118084) 2025-12-09T21:42Z 16.7K followers, 11.5K engagements
"Just received a call from an [--] year old A.D. Makepeace $MAKE shareholder of +/- [--] years that read my writeup from last year. He knows MAKE management and the board. Worked at the Boston Stock Exchange back in the day and was a market maker for Ocean Spray preferreds. Legend"
[X Link](https://x.com/TiehackCapital/status/2011468521285304476) 2026-01-14T16:00Z 16.7K followers, [----] engagements
"$TAIT $10m market cap $10m NCAV and owns a 50k SF building in Valencia CA that might be worth $10m Building might be sold because TAIT restructured the biz to focus on a lower volume/custom sales strategy. Solid margin of safety. Long a tiny $TAIT position"
[X Link](https://x.com/TiehackCapital/status/2016286192820519203) 2026-01-27T23:04Z 16.7K followers, [----] engagements
"@patrickc @stripe IPO"
[X Link](https://x.com/anyuser/status/1352044907762892800) 2021-01-21T00:06Z 16.7K followers, [--] engagements
"Alta Fox Capital first 13F"
[X Link](https://x.com/anyuser/status/1493689782765035521) 2022-02-15T20:52Z 16.7K followers, [---] engagements
"IN-N-OUT Burger is hiring an investment analyst for its family office"
[X Link](https://x.com/anyuser/status/1643008673424318464) 2023-04-03T21:52Z 16.7K followers, 407.2K engagements
"Anyone managed to buy $SGIC Closed at $0.005 on 1k volume two weeks ago.valuing the equity at $50k compared with managements $12.2 to $15.6 million NAV guidance for the upcoming liquidation.A fund did a tender last year and was only able to buy 20k shares"
[X Link](https://x.com/anyuser/status/1676246036350681088) 2023-07-04T15:06Z 16.7K followers, 10.3K engagements
"Astrid Buffett deep value gal"
[X Link](https://x.com/anyuser/status/1680224811002232834) 2023-07-15T14:36Z 16.7K followers, 89K engagements
"Laird Superfood trading at $1. [--] mil MC. Down 98% since IPO. $10 million of cash no debt. EF Hutton offered $3/share a year ago. Good brand should be put up for sale. Danone owns 10%. Just bought a tiny starter position $LSF"
[X Link](https://x.com/anyuser/status/1691873691137679605) 2023-08-16T18:04Z 16.7K followers, 40.2K engagements
"The final boss of special situations"
[X Link](https://x.com/anyuser/status/1723393108342165861) 2023-11-11T17:31Z 16.7K followers, [----] engagements
"Monarch Cement $MCEM is now my largest position. I would not be surprised to see this business fetch an unsolicited bid from PE or a strategic if the discount persists. DYODD I am often wrong"
[X Link](https://x.com/anyuser/status/1730709903751139724) 2023-12-01T22:06Z 16.7K followers, 21.9K engagements
"@ClarkSquareCap"
[X Link](https://x.com/anyuser/status/1748482218886869136) 2024-01-19T23:07Z 16.7K followers, [----] engagements
"Bought some $dakt South Dakota-based LED manufacturer a business PE would love to buy. Cheap on trailing earnings and growing margins. Some sex appeal tooEvery sports team owner wants their stadium looking like $SPHR"
[X Link](https://x.com/anyuser/status/1753241633569554641) 2024-02-02T02:19Z 16.7K followers, [----] engagements
".@JonCukierwar is just shooting the lights out"
[X Link](https://x.com/anyuser/status/1758519889373847670) 2024-02-16T15:53Z 16.7K followers, [----] engagements
"Not that anyone cares but I think DallasNews $DALN is close to profitability and maybe earns a few million bucks this year. Print will continue to shrink but lots of downside protection w/ hard assets. On the five-yard line of a decade-long turnaround. Disc: long"
[X Link](https://x.com/anyuser/status/1780243748913287443) 2024-04-16T14:35Z 16.7K followers, 17.1K engagements
"Buy cheap and pray lol Laird Superfood trading at $1. [--] mil MC. Down 98% since IPO. $10 million of cash no debt. EF Hutton offered $3/share a year ago. Good brand should be put up for sale. Danone owns 10%. Just bought a tiny starter position $LSF Laird Superfood trading at $1. [--] mil MC. Down 98% since IPO. $10 million of cash no debt. EF Hutton offered $3/share a year ago. Good brand should be put up for sale. Danone owns 10%. Just bought a tiny starter position $LSF"
[X Link](https://x.com/anyuser/status/1798393480042975555) 2024-06-05T16:36Z 16.7K followers, 35.8K engagements
"Deeply regret not buying a basket of Microcap Japanese net nets a year ago"
[X Link](https://x.com/anyuser/status/1801458974027337770) 2024-06-14T03:37Z 16.7K followers, [----] engagements
"This remains mispriced at $4 IMO [--]. modestly profitable operating business $1.5 million CFFO last Q [--]. $20 million property on the market [--]. $19 million of cash on the balance sheet and [--]. upcoming RIF that will save the company $5 million/year. Not advice Not that anyone cares but I think DallasNews $DALN is close to profitability and maybe earns a few million bucks this year. Print will continue to shrink but lots of downside protection w/ hard assets. On the five-yard line of a decade-long turnaround. Disc: long Not that anyone cares but I think DallasNews $DALN is close to profitability"
[X Link](https://x.com/anyuser/status/1821605193794089464) 2024-08-08T17:51Z 16.7K followers, 28.9K engagements
"Looks like Alta Fox is mega bullish $REVG holy moly"
[X Link](https://x.com/anyuser/status/1823836057705615632) 2024-08-14T21:36Z 16.7K followers, 49.9K engagements
"Here's a fun one. $CNRD received 20% of its market cap in cash but it won't show up in financials until next quarter. No position"
[X Link](https://x.com/anyuser/status/1823849449799712865) 2024-08-14T22:29Z 16.7K followers, [----] engagements
"$DALN is a turnaround situation that I believe offers a favorable risk/reward at current price. You have a pile of cash a property for sale a business cutting costs a forward EV in the single digit millions with the potential for a large capital return in the next [--] months. This remains mispriced at $4 IMO [--]. modestly profitable operating business $1.5 million CFFO last Q [--]. $20 million property on the market [--]. $19 million of cash on the balance sheet and [--]. upcoming RIF that will save the company $5 million/year. Not advice This remains mispriced at $4 IMO [--]. modestly profitable operating"
[X Link](https://x.com/anyuser/status/1829608205724610861) 2024-08-30T19:52Z 16.7K followers, 25K engagements
"I believe the Plano property will fetch between $25-40 million (but anything can happen.) Sales proceeds will likely accrue to shareholders in the form of a special dividend that may range from $2 to $6/share:"
[X Link](https://x.com/anyuser/status/1829608214817882290) 2024-08-30T19:52Z 16.7K followers, [----] engagements
"Sent to the loony bin by his children for betting his life savings on a Florida property. Sues his children after the investment returns 175x. St. James Investment Company Q3 [----] https://stjic.com/wp-content/uploads/2024/09/STJIC-Adviser-Letter-2024-Q3.pdf https://stjic.com/wp-content/uploads/2024/09/STJIC-Adviser-Letter-2024-Q3.pdf"
[X Link](https://x.com/anyuser/status/1839708339254559057) 2024-09-27T16:47Z 16.7K followers, 19.2K engagements
"Michael Price paid Max Heine $4 million for Heine Securities. Sold it eight years later for a bundle"
[X Link](https://x.com/anyuser/status/1850662130241986943) 2024-10-27T22:13Z 16.7K followers, [----] engagements
"Found an expert market stock at 2x earnings. Thank you SEC for saving me from owning this security lol"
[X Link](https://x.com/anyuser/status/1854724528485675203) 2024-11-08T03:16Z 16.7K followers, [----] engagements
"$DALN just announced its under contract to sell this property for $43.5 million I believe the Plano property will fetch between $25-40 million (but anything can happen.) Sales proceeds will likely accrue to shareholders in the form of a special dividend that may range from $2 to $6/share: https://t.co/vfFdJ1Zmp2 I believe the Plano property will fetch between $25-40 million (but anything can happen.) Sales proceeds will likely accrue to shareholders in the form of a special dividend that may range from $2 to $6/share: https://t.co/vfFdJ1Zmp2"
[X Link](https://x.com/anyuser/status/1869502869369659485) 2024-12-18T21:59Z 16.7K followers, 16.5K engagements
"Top [--] going into 2025"
[X Link](https://x.com/anyuser/status/1870889605198954996) 2024-12-22T17:50Z 16.7K followers, 60.5K engagements
"Doing some research on U.S. brick industry. Fascinating how many of these businesses are multi generation family-owned. You think PE wouldve rolled them all up by now"
[X Link](https://x.com/anyuser/status/1871567435780047220) 2024-12-24T14:43Z 16.7K followers, 32.3K engagements
"No position but this could be interesting. Gould holds big stakes in two listed REITS (OLP and BRT) worth about $130 million plus a large portfolio of owned RE. Probably worth a look under the hood. $GDVTZ Enters into a contract to sell a property. Sales for approx. $101 mil net cap gain of $86 mil. Proceeds will be used to purchase other properties and avail itself to [----] deferments. Should occur no later than 4/27. 6% deposit has been made. https://t.co/cLykEbftRg $GDVTZ Enters into a contract to sell a property. Sales for approx. $101 mil net cap gain of $86 mil. Proceeds will be used to"
[X Link](https://x.com/anyuser/status/1875745277635916029) 2025-01-05T03:24Z 16.7K followers, [----] engagements
"Pretty damn cool that Dan @ NoNameStocks third ever stock pitch was a life-changing 80-bagger in $HEMA"
[X Link](https://x.com/anyuser/status/1882970490719158774) 2025-01-25T01:55Z 16.7K followers, [----] engagements
"OTC Markets decided to sunset Pink Current market. Another wave of stocks headed to the expert market in July"
[X Link](https://x.com/anyuser/status/1886983409395773458) 2025-02-05T03:41Z 16.7K followers, 26.8K engagements
"I finally own an egregiously cheap basket of Japanese net-nets. Some names: $7122 $7887 $5918 $5921 $3435. About 10% of my PA"
[X Link](https://x.com/anyuser/status/1891229290580115593) 2025-02-16T20:52Z 16.7K followers, 30.2K engagements
"Theres a monopoly business trading at a +/- 20% FCF yield and its growing. Problem is you cant own it unless youre a dairy farmer in New Zealand lol. Its structured as a cooperative so maybe itll demutualize one day"
[X Link](https://x.com/anyuser/status/1894162201109238004) 2025-02-24T23:07Z 16.7K followers, 26.4K engagements
"You can buy shares in a top Swedish soccer franchise (AIK Fotboll AB) for 1.4x EV/EBITDA as its breaking season ticket sales records. Crazy illiquid and its a quasi-nonprofit Excellent logo. No position in this oddball"
[X Link](https://x.com/anyuser/status/1896579206227841113) 2025-03-03T15:11Z 16.7K followers, 16K engagements
"$0.1488/share liquidating distribution pays tomorrow. Sadly my stink bid never hit. Anyone managed to buy $SGIC Closed at $0.005 on 1k volume two weeks ago.valuing the equity at $50k compared with managements $12.2 to $15.6 million NAV guidance for the upcoming liquidation.A fund did a tender last year and was only able to buy 20k shares. Anyone managed to buy $SGIC Closed at $0.005 on 1k volume two weeks ago.valuing the equity at $50k compared with managements $12.2 to $15.6 million NAV guidance for the upcoming liquidation.A fund did a tender last year and was only able to buy 20k shares"
[X Link](https://x.com/anyuser/status/1896684887954100580) 2025-03-03T22:11Z 16.7K followers, [----] engagements
"Buffetts cocoa bean arbitrage when he was a 24-year old analyst for Ben Graham. Never gets old"
[X Link](https://x.com/anyuser/status/1903611367254376509) 2025-03-23T00:54Z 16.7K followers, 93.8K engagements
"Stuck my hand in the wood chipper and bought some $KSS today"
[X Link](https://x.com/anyuser/status/1907892578596303166) 2025-04-03T20:26Z 16.7K followers, [----] engagements
"Ive always been balance sheet / deep value-oriented but I find myself owning fewer shitcos and gradually embracing GARP. Its been difficult for me to make the transition"
[X Link](https://x.com/anyuser/status/1911149918896398687) 2025-04-12T20:10Z 16.7K followers, 21.1K engagements
"Everyone complains that fintwit has deteriorated and lost its mojo. Some great accounts have closed and there are some clowns but there are a bunch of under-appreciated nascent accounts. Sharp high-quality people and great stockpickers. Bullish"
[X Link](https://x.com/anyuser/status/1911944201220116635) 2025-04-15T00:46Z 16.7K followers, 25.2K engagements
"I cant believe this is the office of a $20 billion investment firm"
[X Link](https://x.com/anyuser/status/1913225149282762955) 2025-04-18T13:36Z 16.7K followers, 174.5K engagements
"Hearst owns: Austin American-Statesman Houston Chronicle San Antonio Express-News Beaumont Enterprise Laredo Morning Times Midland Daily News Plainview Herald It may want to establish a beachhead in Dallas. Perhaps it will acquire $DALN and package all TX news in one product"
[X Link](https://x.com/anyuser/status/1913625954708005107) 2025-04-19T16:09Z 16.7K followers, 23.1K engagements
"I dont own enough Monarch Cement"
[X Link](https://x.com/anyuser/status/1915077495834943681) 2025-04-23T16:17Z 16.7K followers, 17.9K engagements
"@puppyeh1 Never say never JR"
[X Link](https://x.com/anyuser/status/1918065981164834849) 2025-05-01T22:12Z 16.7K followers, [----] engagements
"OTCM may reignite revenue growth by converting non-paying pink sheeters to OTCID for 5-10k a pop annually starting in July. Thousands of ADRs and foreign shares apparently dont pay fees might pay up to avoid expert market or pink limited. Well see how it turns out"
[X Link](https://x.com/anyuser/status/1925906550532493794) 2025-05-23T13:27Z 16.7K followers, 19K engagements
"A little late to the party but just finished Ed Thorps memoir. Incredible story and entertaining read. Highly recommend"
[X Link](https://x.com/anyuser/status/1927043928601104714) 2025-05-26T16:47Z 16.7K followers, 10.9K engagements
"$DALN Hearst owns: Austin American-Statesman Houston Chronicle San Antonio Express-News Beaumont Enterprise Laredo Morning Times Midland Daily News Plainview Herald It may want to establish a beachhead in Dallas. Perhaps it will acquire $DALN and package all TX news in one product. Hearst owns: Austin American-Statesman Houston Chronicle San Antonio Express-News Beaumont Enterprise Laredo Morning Times Midland Daily News Plainview Herald It may want to establish a beachhead in Dallas. Perhaps it will acquire $DALN and package all TX news in one product"
[X Link](https://x.com/anyuser/status/1943281489006801222) 2025-07-10T12:09Z 16.7K followers, 22K engagements
"About [----] stocks on OTCID as of today with probably some laggards to come. Each issuer would've paid a $3500 one-time application fee and $7500 annual fees. $13-14M incremental revenue Should be a solid quarter. OTCM may reignite revenue growth by converting non-paying pink sheeters to OTCID for 5-10k a pop annually starting in July. Thousands of ADRs and foreign shares apparently dont pay fees might pay up to avoid expert market or pink limited. Well see how it turns out. OTCM may reignite revenue growth by converting non-paying pink sheeters to OTCID for 5-10k a pop annually starting in"
[X Link](https://x.com/anyuser/status/1943467432355528721) 2025-07-11T00:28Z 16.7K followers, [----] engagements
"Looking for the next idea. Preferably US-based cash-rich balance sheet is nice to have. Real estate angle would be welcome (easier for me to value). No levered shitcos. Accelerating earnings / top-line thats fundamentally misunderstood. What should I be looking at"
[X Link](https://x.com/anyuser/status/1944055468445315514) 2025-07-12T15:25Z 16.7K followers, 20.1K engagements
"@ClarkSquareCap $FCMC trophy hotel assets in Cannes and St Barth at 10-12x earnings. Tiny 7% public float. Barriere family owns 67% + Qataris own 26%. Squeeze out seems inevitable just dont know when"
[X Link](https://x.com/anyuser/status/1944889170918248822) 2025-07-14T22:38Z 16.7K followers, 24.6K engagements
"Under-followed special sits account The potential spin of $CZR's digital business is making $CZR look compelling. The digital business is growing revenues over 20% with EBITDA likely in the $300-$350mm range in [----] with a line of sight to $500mm+ in [----]. Given the tailwinds in sports betting and iGaming . . . 1/ The potential spin of $CZR's digital business is making $CZR look compelling. The digital business is growing revenues over 20% with EBITDA likely in the $300-$350mm range in [----] with a line of sight to $500mm+ in [----]. Given the tailwinds in sports betting and iGaming . . . 1/"
[X Link](https://x.com/anyuser/status/1950980300525461531) 2025-07-31T18:02Z 16.7K followers, [----] engagements
"Someone stop me from making it 50% I finally own an egregiously cheap basket of Japanese net-nets. Some names: $7122 $7887 $5918 $5921 $3435. About 10% of my PA https://t.co/LEOCqeSoqs I finally own an egregiously cheap basket of Japanese net-nets. Some names: $7122 $7887 $5918 $5921 $3435. About 10% of my PA https://t.co/LEOCqeSoqs"
[X Link](https://x.com/anyuser/status/1958354692171542728) 2025-08-21T02:25Z 16.7K followers, 11.9K engagements
"I am not a short seller but this list is probably useful https://www.otcmarkets.com/learn/prohibited-service-providers https://www.otcmarkets.com/learn/prohibited-service-providers"
[X Link](https://x.com/anyuser/status/1959977754079691124) 2025-08-25T13:54Z 16.7K followers, 10.3K engagements
"Alluvial Capitals Tactile Fund Holdings. Always worth a look at what Dave is up to"
[X Link](https://x.com/anyuser/status/1960420231257710950) 2025-08-26T19:13Z 16.7K followers, 45.4K engagements
"Full letter: https://mcusercontent.com/b5aa12c5c889b46c0f8288f6d/files/7b6d1884-f583-6a79-035e-ff8f7a5dab23/Tactile_Fund_Letter_to_Partners_2025_06_30.pdfutm_source=substack&utm_medium=email https://mcusercontent.com/b5aa12c5c889b46c0f8288f6d/files/7b6d1884-f583-6a79-035e-ff8f7a5dab23/Tactile_Fund_Letter_to_Partners_2025_06_30.pdfutm_source=substack&utm_medium=email"
[X Link](https://x.com/anyuser/status/1960425321725092245) 2025-08-26T19:33Z 16.7K followers, [----] engagements
"Why did I sell into the $TLN tender at $116. My goodness"
[X Link](https://x.com/anyuser/status/1962886221543178608) 2025-09-02T14:31Z 16.7K followers, [----] engagements
"Heres my QUCT SOTP. Please DM me if you have a strong view on the cattle ranch value"
[X Link](https://x.com/anyuser/status/1963784556982468647) 2025-09-05T02:01Z 16.7K followers, 10.3K engagements
"Pretty wild that Lehman Bros BK is still going [--] years later"
[X Link](https://x.com/anyuser/status/1964334950536069509) 2025-09-06T14:28Z 16.7K followers, [----] engagements
"Reminder to self: do not pass on a national stock exchange demutualization ever again"
[X Link](https://x.com/anyuser/status/1965412030011375945) 2025-09-09T13:48Z 16.7K followers, 11.5K engagements
"135-yr old niche industrial biz: makes clay sewer pipes. Consistently profitable sells to municipalities. Trades at like 1.5x LTM EBITDA. $9m net cash. Owns all of its real estate (50 acres) and a Wendys leased to a franchisee. Ill do a more detailed write up eventually"
[X Link](https://x.com/anyuser/status/1968050084224114950) 2025-09-16T20:31Z 16.7K followers, [----] engagements
"Seeing a lot of pitches like this one lately. I dont buy stocks in countries I wouldnt own a house. Perhaps Im missing some fat pitches but its a simple heuristic that works for me. Figure out what works for you. Steppe Cement trades at 0.92x TBV. Market cap is $52m vs TBV of $57m. The market is basically saying this business wont earn money again. EV/5Y FCF ratio = [--] P/5Y FCF ratio = [--] FCF has been positive 100% of the time in the last [--] years. The business sells cement in Steppe Cement trades at 0.92x TBV. Market cap is $52m vs TBV of $57m. The market is basically saying this business wont"
[X Link](https://x.com/anyuser/status/1971203351061856355) 2025-09-25T13:21Z 16.7K followers, 15.7K engagements
"Armanino Foods of Distinction $AMNF doesnt get enough credit"
[X Link](https://x.com/anyuser/status/1971977254675812808) 2025-09-27T16:36Z 16.7K followers, [----] engagements
"Finally got a copy of the $HRCR annual"
[X Link](https://x.com/anyuser/status/1972817411331227911) 2025-09-30T00:14Z 16.7K followers, 17.4K engagements
"Top positions. Very little activity this quarter. GLTA $MCEM $NEN $QUCT $FP.V $OTCM $FCMC $GWOX $BCY.SI (new)"
[X Link](https://x.com/anyuser/status/1973419409860595870) 2025-10-01T16:07Z 16.7K followers, 29.8K engagements
"TIL Yale owns a Dutch utility bond issued in [----] that still pays interest"
[X Link](https://x.com/anyuser/status/1973565526275440765) 2025-10-02T01:47Z 16.7K followers, 1.1M engagements
"Link: https://news.yale.edu/2015/09/22/living-artifact-dutch-golden-age-yale-s-367-year-old-water-bond-still-pays-interest https://news.yale.edu/2015/09/22/living-artifact-dutch-golden-age-yale-s-367-year-old-water-bond-still-pays-interest"
[X Link](https://x.com/anyuser/status/1973565622048211279) 2025-10-02T01:48Z 16.7K followers, 45.7K engagements
"Graeme Hart one of the richest men in NZ bought the Govt Print Office in the 90s for 1.4x earnings right out of grad school. His MBA thesis was about the LBO of a listed co called Rank Group Ltd which is now the name of his investment firm. Full circle pretty cool"
[X Link](https://x.com/anyuser/status/1974540254058361246) 2025-10-04T18:20Z 16.7K followers, 21.2K engagements
"Thank you @RockwoodNotes So stoked to finally read this"
[X Link](https://x.com/anyuser/status/1974632206342746154) 2025-10-05T00:26Z 16.7K followers, 15.3K engagements
"Not nearly as good r/r as when it was kicked out of the index and Harris pitched it but $SENEA still looks like a great bet here. Below tangible book RE nearly covers MC private label market leader at 7x P/E w/ potentially big uptick as consumer trades down. Long"
[X Link](https://x.com/anyuser/status/1986831331288928620) 2025-11-07T16:21Z 16.7K followers, [----] engagements
"Sage advice from @eriksen_tim"
[X Link](https://x.com/anyuser/status/1987340737088766162) 2025-11-09T02:05Z 16.7K followers, [----] engagements
"$OTCM $GWOX https://t.co/Uy7susEYOc $GWOX https://t.co/Uy7susEYOc"
[X Link](https://x.com/anyuser/status/1988732659355332901) 2025-11-12T22:16Z 16.7K followers, [----] engagements
### Topic Creators
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Category Creators
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
+ **category**: _Provide the category to get details for. A category must be all lower case and can only include letters, numbers, and spaces._ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
```
Example response:
```json
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creators List
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```
Example response:
```json
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
```
Schema:
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
---
### Creator
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**
Example request:
```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```
Example response:
```json
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
```
Schema:
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned
---
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TiehackCapital John W.John W. posts on X about business, $daln, in the, investment the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 30% stocks 4% countries 2% cryptocurrencies 2% exchanges 1%
Social topic influence business 8%, $daln 8%, in the 8%, investment 5%, advice 4%, market cap 4%, balance sheet 4%, $mcem 3%, $100m 3%, $otcm 3%
Top accounts mentioned or mentioned by @joinyellowbrick @milhemgroup @jpsinvestments @anonymo09273651 @yenoms @puppyeh1 @clarksquarecap @dismassetbkd @handlerrich @taseen @patrickc @stripe @joncukierwar @rockwoodnotes @eriksentim @stockratic @spencerdotng @mirrerlamdan @thepupil11 @anxanumc
Top assets mentioned Laird Superfood, Inc. (LSF) Born in [--] (19) Alexander's Inc. (ALX) Sphere Entertainment Co. (SPHR) REV Group, Inc. (REVG) Kohl's Corporation (KSS)
Top posts by engagements in the last [--] hours
"My oddball pick for [----] is the Bank of Guam (OTC:BKGM). Illiquid (80% insider owned) $2b of deposits big discount to TBV consistently profitable dominant franchise in US Pacific territories. Mid to high teens ROE and a $1b AUM trust business. Long $BKGM Not advice"
X Link 2026-01-31T19:08Z 16.7K followers, 19K engagements
"@MilhemGroup [--]. Governor is the daughter of the founder previously ran it & owns a bunch of stock. [--]. Any arrangements/transactions of concern [--]. Lol [--]. This happened [--] years ago and NPLs + credit losses seem to be under control. [--]. It is very illiquid and I only own a small position"
X Link 2026-01-31T20:04Z 16.7K followers, [---] engagements
"Couldnt resist buying some $8841"
X Link 2026-02-04T02:46Z 16.7K followers, [----] engagements
"Ive been buying $ALX for the past few days. Basically a 10+ year Bloomberg bond (ie NNN lease w/ rent bumps on BBG Tower that it has occupied since early 2000s) with some free upside on the Queens portfolio and BBG retail condo"
X Link 2026-02-13T16:28Z 16.7K followers, [----] engagements
"'24 $MCEM "guidance""
X Link 2024-04-12T02:51Z 16.7K followers, [----] engagements
"Alden Global from the top rope. $16.50 bid on $DALN. Maybe a bump from Hearst"
X Link 2025-07-22T23:32Z 16.7K followers, [----] engagements
"Southern Realty $SRLY is an interesting liquidation candidate. $1.1M net cash $2.0M MC. 40k acres of oil gas and mineral rights in central CA. Recently paid a special div and sold [---] acres of water rights for $420/acre. No position. Anyone follow this tiny oddball"
X Link 2025-09-08T00:31Z 16.7K followers, [----] engagements
"Thank you SEC for protecting me from owning this family-run Ohio gem"
X Link 2025-09-16T17:52Z 16.7K followers, 17.9K engagements
"Croatia-maxing"
X Link 2025-09-20T10:39Z 16.7K followers, 17K engagements
"Recent mortgage restructuring is complicated but favorable"
X Link 2026-02-13T16:28Z 16.7K followers, [---] engagements
"New England Realty nearing 8% cap territoryMLP family-controlled illiquid rent control fears etc. I wouldnt be surprised if some of the big funds start poking around. Not advice. Long $NEN"
X Link 2026-01-07T16:33Z 16.6K followers, [----] engagements
"Holding. Its like a +/-12% LFCF yield for well-located New England RE imo superior to the Aimco assets in Warwick Marlborough Worcester etc. They do special divs all the time so the 40c quarterly div isnt an accurate representation of cap returns. The $100m was on one giant deal in Belmont. Ill DM you https://twitter.com/i/web/status/2008945972382937254 https://twitter.com/i/web/status/2008945972382937254"
X Link 2026-01-07T16:56Z 16.6K followers, [---] engagements
"@JPSInvestments @Anonymo09273651 definitely something to consider but Im not underwriting any immediate uplift in rents. If anything it solidifies comfort in future occupancy in the mid to high 90s. They should be able to turn over all Hill Estates leases prior to the regs go live if they do at all"
X Link 2026-01-07T17:06Z 16.6K followers, [---] engagements
"@yenoms @Anonymo09273651 @JPSInvestments Are there any prediction markets tracking it"
X Link 2026-01-07T18:28Z 16.6K followers, [---] engagements
"Hetty Green is an underrated figure in valueland. A shrewd investor that made many millions buying dirt cheap securities (banks railroads munis mortgage bonds) and real estate decades before Graham & Dodd. Reportedly died with $100M in 1916"
X Link 2026-01-10T21:44Z 16.6K followers, [--] engagements
"U.S. corporate bankruptcies increased for the third consecutive year. Total Chapter [--] and Chapter [--] bankruptcies climbed above [-----] about 18% higher than the 10-year average via CreditRiskMonitor $CRMZ"
X Link 2026-01-14T15:10Z 16.6K followers, [----] engagements
"$OTCM Q4 and year end trading stats:"
X Link 2026-01-19T01:17Z 16.6K followers, [----] engagements
"@DismAssetBkd What assumptions were used to arrive at a liquidation value of $7.31 per share"
X Link 2026-01-20T22:55Z 16.6K followers, [----] engagements
"Im typically skeptical of IPOs but is Wealthfront not a decent r/r here Consistent double digit growth lean team net cash position etc. Below valuation UBS offered in [----] AUM has tripled since"
X Link 2026-01-21T15:54Z 16.6K followers, [----] engagements
"$TLNE $3/share potential if fully-subscribed before June [--]. $116-122 offer. Good r/r at $110/share IMO. Long"
X Link 2024-06-05T14:54Z 16.6K followers, [----] engagements
"Hearst runs the risk of not winning the vote at $15 with a $18.50 bid on the table"
X Link 2025-08-19T17:14Z 16.6K followers, [----] engagements
"$DALN back to trading slightly above $15 deal price now"
X Link 2025-08-25T19:27Z 16.6K followers, [----] engagements
"@puppyeh1 Just plain epic. Congrats and happy new year"
X Link 2025-12-30T03:25Z 16.6K followers, [----] engagements
"$NLOP $6.75 special"
X Link 2026-01-20T21:07Z 16.6K followers, [----] engagements
"My best estimate is that Charlie Munger hosted somewhere between [------] and [--] million people for dinner in the final years of his life"
X Link 2026-01-22T17:32Z 16.7K followers, 68.5K engagements
"The Generals first PA investment in [--] years. I am grateful to @HandlerRich for bringing Neri and me the opportunity to invest in the @TASE_en the Tel Aviv Stock Exchange. The best businesses in the world are capital-light franchises which own the right to collect royalties on a compounding base of assets. TASE is a I am grateful to @HandlerRich for bringing Neri and me the opportunity to invest in the @TASE_en the Tel Aviv Stock Exchange. The best businesses in the world are capital-light franchises which own the right to collect royalties on a compounding base of assets. TASE is a"
X Link 2026-01-23T02:33Z 16.6K followers, 99.5K engagements
"$MCCK has run quite a bit but looks pretty cheapPrecious metal trading income in Q4 could be $100m lol. +/- 2x EV/EBITDA. Will Reed hold onto the commods or sell some"
X Link 2026-01-30T17:54Z 16.7K followers, [----] engagements
"Where can you trade $OJOC Its not expert market (as far as I know) and IB doesnt trade it due to clearing issues"
X Link 2024-09-20T18:27Z 16.7K followers, [----] engagements
"California Orchard $CAOX sitting at a $7m market cap. Owns [----] acres of glorious vineyards in Monterey CA. About 85% of its land is leased to TIAA/Nuveen. Everything touching wine including this gem of a vineyard landlord/royalty biz has been absolutely crushed. Wow"
X Link 2025-12-09T21:42Z 16.7K followers, 11.5K engagements
"Just received a call from an [--] year old A.D. Makepeace $MAKE shareholder of +/- [--] years that read my writeup from last year. He knows MAKE management and the board. Worked at the Boston Stock Exchange back in the day and was a market maker for Ocean Spray preferreds. Legend"
X Link 2026-01-14T16:00Z 16.7K followers, [----] engagements
"$TAIT $10m market cap $10m NCAV and owns a 50k SF building in Valencia CA that might be worth $10m Building might be sold because TAIT restructured the biz to focus on a lower volume/custom sales strategy. Solid margin of safety. Long a tiny $TAIT position"
X Link 2026-01-27T23:04Z 16.7K followers, [----] engagements
"@patrickc @stripe IPO"
X Link 2021-01-21T00:06Z 16.7K followers, [--] engagements
"Alta Fox Capital first 13F"
X Link 2022-02-15T20:52Z 16.7K followers, [---] engagements
"IN-N-OUT Burger is hiring an investment analyst for its family office"
X Link 2023-04-03T21:52Z 16.7K followers, 407.2K engagements
"Anyone managed to buy $SGIC Closed at $0.005 on 1k volume two weeks ago.valuing the equity at $50k compared with managements $12.2 to $15.6 million NAV guidance for the upcoming liquidation.A fund did a tender last year and was only able to buy 20k shares"
X Link 2023-07-04T15:06Z 16.7K followers, 10.3K engagements
"Astrid Buffett deep value gal"
X Link 2023-07-15T14:36Z 16.7K followers, 89K engagements
"Laird Superfood trading at $1. [--] mil MC. Down 98% since IPO. $10 million of cash no debt. EF Hutton offered $3/share a year ago. Good brand should be put up for sale. Danone owns 10%. Just bought a tiny starter position $LSF"
X Link 2023-08-16T18:04Z 16.7K followers, 40.2K engagements
"The final boss of special situations"
X Link 2023-11-11T17:31Z 16.7K followers, [----] engagements
"Monarch Cement $MCEM is now my largest position. I would not be surprised to see this business fetch an unsolicited bid from PE or a strategic if the discount persists. DYODD I am often wrong"
X Link 2023-12-01T22:06Z 16.7K followers, 21.9K engagements
"@ClarkSquareCap"
X Link 2024-01-19T23:07Z 16.7K followers, [----] engagements
"Bought some $dakt South Dakota-based LED manufacturer a business PE would love to buy. Cheap on trailing earnings and growing margins. Some sex appeal tooEvery sports team owner wants their stadium looking like $SPHR"
X Link 2024-02-02T02:19Z 16.7K followers, [----] engagements
".@JonCukierwar is just shooting the lights out"
X Link 2024-02-16T15:53Z 16.7K followers, [----] engagements
"Not that anyone cares but I think DallasNews $DALN is close to profitability and maybe earns a few million bucks this year. Print will continue to shrink but lots of downside protection w/ hard assets. On the five-yard line of a decade-long turnaround. Disc: long"
X Link 2024-04-16T14:35Z 16.7K followers, 17.1K engagements
"Buy cheap and pray lol Laird Superfood trading at $1. [--] mil MC. Down 98% since IPO. $10 million of cash no debt. EF Hutton offered $3/share a year ago. Good brand should be put up for sale. Danone owns 10%. Just bought a tiny starter position $LSF Laird Superfood trading at $1. [--] mil MC. Down 98% since IPO. $10 million of cash no debt. EF Hutton offered $3/share a year ago. Good brand should be put up for sale. Danone owns 10%. Just bought a tiny starter position $LSF"
X Link 2024-06-05T16:36Z 16.7K followers, 35.8K engagements
"Deeply regret not buying a basket of Microcap Japanese net nets a year ago"
X Link 2024-06-14T03:37Z 16.7K followers, [----] engagements
"This remains mispriced at $4 IMO [--]. modestly profitable operating business $1.5 million CFFO last Q [--]. $20 million property on the market [--]. $19 million of cash on the balance sheet and [--]. upcoming RIF that will save the company $5 million/year. Not advice Not that anyone cares but I think DallasNews $DALN is close to profitability and maybe earns a few million bucks this year. Print will continue to shrink but lots of downside protection w/ hard assets. On the five-yard line of a decade-long turnaround. Disc: long Not that anyone cares but I think DallasNews $DALN is close to profitability"
X Link 2024-08-08T17:51Z 16.7K followers, 28.9K engagements
"Looks like Alta Fox is mega bullish $REVG holy moly"
X Link 2024-08-14T21:36Z 16.7K followers, 49.9K engagements
"Here's a fun one. $CNRD received 20% of its market cap in cash but it won't show up in financials until next quarter. No position"
X Link 2024-08-14T22:29Z 16.7K followers, [----] engagements
"$DALN is a turnaround situation that I believe offers a favorable risk/reward at current price. You have a pile of cash a property for sale a business cutting costs a forward EV in the single digit millions with the potential for a large capital return in the next [--] months. This remains mispriced at $4 IMO [--]. modestly profitable operating business $1.5 million CFFO last Q [--]. $20 million property on the market [--]. $19 million of cash on the balance sheet and [--]. upcoming RIF that will save the company $5 million/year. Not advice This remains mispriced at $4 IMO [--]. modestly profitable operating"
X Link 2024-08-30T19:52Z 16.7K followers, 25K engagements
"I believe the Plano property will fetch between $25-40 million (but anything can happen.) Sales proceeds will likely accrue to shareholders in the form of a special dividend that may range from $2 to $6/share:"
X Link 2024-08-30T19:52Z 16.7K followers, [----] engagements
"Sent to the loony bin by his children for betting his life savings on a Florida property. Sues his children after the investment returns 175x. St. James Investment Company Q3 [----] https://stjic.com/wp-content/uploads/2024/09/STJIC-Adviser-Letter-2024-Q3.pdf https://stjic.com/wp-content/uploads/2024/09/STJIC-Adviser-Letter-2024-Q3.pdf"
X Link 2024-09-27T16:47Z 16.7K followers, 19.2K engagements
"Michael Price paid Max Heine $4 million for Heine Securities. Sold it eight years later for a bundle"
X Link 2024-10-27T22:13Z 16.7K followers, [----] engagements
"Found an expert market stock at 2x earnings. Thank you SEC for saving me from owning this security lol"
X Link 2024-11-08T03:16Z 16.7K followers, [----] engagements
"$DALN just announced its under contract to sell this property for $43.5 million I believe the Plano property will fetch between $25-40 million (but anything can happen.) Sales proceeds will likely accrue to shareholders in the form of a special dividend that may range from $2 to $6/share: https://t.co/vfFdJ1Zmp2 I believe the Plano property will fetch between $25-40 million (but anything can happen.) Sales proceeds will likely accrue to shareholders in the form of a special dividend that may range from $2 to $6/share: https://t.co/vfFdJ1Zmp2"
X Link 2024-12-18T21:59Z 16.7K followers, 16.5K engagements
"Top [--] going into 2025"
X Link 2024-12-22T17:50Z 16.7K followers, 60.5K engagements
"Doing some research on U.S. brick industry. Fascinating how many of these businesses are multi generation family-owned. You think PE wouldve rolled them all up by now"
X Link 2024-12-24T14:43Z 16.7K followers, 32.3K engagements
"No position but this could be interesting. Gould holds big stakes in two listed REITS (OLP and BRT) worth about $130 million plus a large portfolio of owned RE. Probably worth a look under the hood. $GDVTZ Enters into a contract to sell a property. Sales for approx. $101 mil net cap gain of $86 mil. Proceeds will be used to purchase other properties and avail itself to [----] deferments. Should occur no later than 4/27. 6% deposit has been made. https://t.co/cLykEbftRg $GDVTZ Enters into a contract to sell a property. Sales for approx. $101 mil net cap gain of $86 mil. Proceeds will be used to"
X Link 2025-01-05T03:24Z 16.7K followers, [----] engagements
"Pretty damn cool that Dan @ NoNameStocks third ever stock pitch was a life-changing 80-bagger in $HEMA"
X Link 2025-01-25T01:55Z 16.7K followers, [----] engagements
"OTC Markets decided to sunset Pink Current market. Another wave of stocks headed to the expert market in July"
X Link 2025-02-05T03:41Z 16.7K followers, 26.8K engagements
"I finally own an egregiously cheap basket of Japanese net-nets. Some names: $7122 $7887 $5918 $5921 $3435. About 10% of my PA"
X Link 2025-02-16T20:52Z 16.7K followers, 30.2K engagements
"Theres a monopoly business trading at a +/- 20% FCF yield and its growing. Problem is you cant own it unless youre a dairy farmer in New Zealand lol. Its structured as a cooperative so maybe itll demutualize one day"
X Link 2025-02-24T23:07Z 16.7K followers, 26.4K engagements
"You can buy shares in a top Swedish soccer franchise (AIK Fotboll AB) for 1.4x EV/EBITDA as its breaking season ticket sales records. Crazy illiquid and its a quasi-nonprofit Excellent logo. No position in this oddball"
X Link 2025-03-03T15:11Z 16.7K followers, 16K engagements
"$0.1488/share liquidating distribution pays tomorrow. Sadly my stink bid never hit. Anyone managed to buy $SGIC Closed at $0.005 on 1k volume two weeks ago.valuing the equity at $50k compared with managements $12.2 to $15.6 million NAV guidance for the upcoming liquidation.A fund did a tender last year and was only able to buy 20k shares. Anyone managed to buy $SGIC Closed at $0.005 on 1k volume two weeks ago.valuing the equity at $50k compared with managements $12.2 to $15.6 million NAV guidance for the upcoming liquidation.A fund did a tender last year and was only able to buy 20k shares"
X Link 2025-03-03T22:11Z 16.7K followers, [----] engagements
"Buffetts cocoa bean arbitrage when he was a 24-year old analyst for Ben Graham. Never gets old"
X Link 2025-03-23T00:54Z 16.7K followers, 93.8K engagements
"Stuck my hand in the wood chipper and bought some $KSS today"
X Link 2025-04-03T20:26Z 16.7K followers, [----] engagements
"Ive always been balance sheet / deep value-oriented but I find myself owning fewer shitcos and gradually embracing GARP. Its been difficult for me to make the transition"
X Link 2025-04-12T20:10Z 16.7K followers, 21.1K engagements
"Everyone complains that fintwit has deteriorated and lost its mojo. Some great accounts have closed and there are some clowns but there are a bunch of under-appreciated nascent accounts. Sharp high-quality people and great stockpickers. Bullish"
X Link 2025-04-15T00:46Z 16.7K followers, 25.2K engagements
"I cant believe this is the office of a $20 billion investment firm"
X Link 2025-04-18T13:36Z 16.7K followers, 174.5K engagements
"Hearst owns: Austin American-Statesman Houston Chronicle San Antonio Express-News Beaumont Enterprise Laredo Morning Times Midland Daily News Plainview Herald It may want to establish a beachhead in Dallas. Perhaps it will acquire $DALN and package all TX news in one product"
X Link 2025-04-19T16:09Z 16.7K followers, 23.1K engagements
"I dont own enough Monarch Cement"
X Link 2025-04-23T16:17Z 16.7K followers, 17.9K engagements
"@puppyeh1 Never say never JR"
X Link 2025-05-01T22:12Z 16.7K followers, [----] engagements
"OTCM may reignite revenue growth by converting non-paying pink sheeters to OTCID for 5-10k a pop annually starting in July. Thousands of ADRs and foreign shares apparently dont pay fees might pay up to avoid expert market or pink limited. Well see how it turns out"
X Link 2025-05-23T13:27Z 16.7K followers, 19K engagements
"A little late to the party but just finished Ed Thorps memoir. Incredible story and entertaining read. Highly recommend"
X Link 2025-05-26T16:47Z 16.7K followers, 10.9K engagements
"$DALN Hearst owns: Austin American-Statesman Houston Chronicle San Antonio Express-News Beaumont Enterprise Laredo Morning Times Midland Daily News Plainview Herald It may want to establish a beachhead in Dallas. Perhaps it will acquire $DALN and package all TX news in one product. Hearst owns: Austin American-Statesman Houston Chronicle San Antonio Express-News Beaumont Enterprise Laredo Morning Times Midland Daily News Plainview Herald It may want to establish a beachhead in Dallas. Perhaps it will acquire $DALN and package all TX news in one product"
X Link 2025-07-10T12:09Z 16.7K followers, 22K engagements
"About [----] stocks on OTCID as of today with probably some laggards to come. Each issuer would've paid a $3500 one-time application fee and $7500 annual fees. $13-14M incremental revenue Should be a solid quarter. OTCM may reignite revenue growth by converting non-paying pink sheeters to OTCID for 5-10k a pop annually starting in July. Thousands of ADRs and foreign shares apparently dont pay fees might pay up to avoid expert market or pink limited. Well see how it turns out. OTCM may reignite revenue growth by converting non-paying pink sheeters to OTCID for 5-10k a pop annually starting in"
X Link 2025-07-11T00:28Z 16.7K followers, [----] engagements
"Looking for the next idea. Preferably US-based cash-rich balance sheet is nice to have. Real estate angle would be welcome (easier for me to value). No levered shitcos. Accelerating earnings / top-line thats fundamentally misunderstood. What should I be looking at"
X Link 2025-07-12T15:25Z 16.7K followers, 20.1K engagements
"@ClarkSquareCap $FCMC trophy hotel assets in Cannes and St Barth at 10-12x earnings. Tiny 7% public float. Barriere family owns 67% + Qataris own 26%. Squeeze out seems inevitable just dont know when"
X Link 2025-07-14T22:38Z 16.7K followers, 24.6K engagements
"Under-followed special sits account The potential spin of $CZR's digital business is making $CZR look compelling. The digital business is growing revenues over 20% with EBITDA likely in the $300-$350mm range in [----] with a line of sight to $500mm+ in [----]. Given the tailwinds in sports betting and iGaming . . . 1/ The potential spin of $CZR's digital business is making $CZR look compelling. The digital business is growing revenues over 20% with EBITDA likely in the $300-$350mm range in [----] with a line of sight to $500mm+ in [----]. Given the tailwinds in sports betting and iGaming . . . 1/"
X Link 2025-07-31T18:02Z 16.7K followers, [----] engagements
"Someone stop me from making it 50% I finally own an egregiously cheap basket of Japanese net-nets. Some names: $7122 $7887 $5918 $5921 $3435. About 10% of my PA https://t.co/LEOCqeSoqs I finally own an egregiously cheap basket of Japanese net-nets. Some names: $7122 $7887 $5918 $5921 $3435. About 10% of my PA https://t.co/LEOCqeSoqs"
X Link 2025-08-21T02:25Z 16.7K followers, 11.9K engagements
"I am not a short seller but this list is probably useful https://www.otcmarkets.com/learn/prohibited-service-providers https://www.otcmarkets.com/learn/prohibited-service-providers"
X Link 2025-08-25T13:54Z 16.7K followers, 10.3K engagements
"Alluvial Capitals Tactile Fund Holdings. Always worth a look at what Dave is up to"
X Link 2025-08-26T19:13Z 16.7K followers, 45.4K engagements
"Full letter: https://mcusercontent.com/b5aa12c5c889b46c0f8288f6d/files/7b6d1884-f583-6a79-035e-ff8f7a5dab23/Tactile_Fund_Letter_to_Partners_2025_06_30.pdfutm_source=substack&utm_medium=email https://mcusercontent.com/b5aa12c5c889b46c0f8288f6d/files/7b6d1884-f583-6a79-035e-ff8f7a5dab23/Tactile_Fund_Letter_to_Partners_2025_06_30.pdfutm_source=substack&utm_medium=email"
X Link 2025-08-26T19:33Z 16.7K followers, [----] engagements
"Why did I sell into the $TLN tender at $116. My goodness"
X Link 2025-09-02T14:31Z 16.7K followers, [----] engagements
"Heres my QUCT SOTP. Please DM me if you have a strong view on the cattle ranch value"
X Link 2025-09-05T02:01Z 16.7K followers, 10.3K engagements
"Pretty wild that Lehman Bros BK is still going [--] years later"
X Link 2025-09-06T14:28Z 16.7K followers, [----] engagements
"Reminder to self: do not pass on a national stock exchange demutualization ever again"
X Link 2025-09-09T13:48Z 16.7K followers, 11.5K engagements
"135-yr old niche industrial biz: makes clay sewer pipes. Consistently profitable sells to municipalities. Trades at like 1.5x LTM EBITDA. $9m net cash. Owns all of its real estate (50 acres) and a Wendys leased to a franchisee. Ill do a more detailed write up eventually"
X Link 2025-09-16T20:31Z 16.7K followers, [----] engagements
"Seeing a lot of pitches like this one lately. I dont buy stocks in countries I wouldnt own a house. Perhaps Im missing some fat pitches but its a simple heuristic that works for me. Figure out what works for you. Steppe Cement trades at 0.92x TBV. Market cap is $52m vs TBV of $57m. The market is basically saying this business wont earn money again. EV/5Y FCF ratio = [--] P/5Y FCF ratio = [--] FCF has been positive 100% of the time in the last [--] years. The business sells cement in Steppe Cement trades at 0.92x TBV. Market cap is $52m vs TBV of $57m. The market is basically saying this business wont"
X Link 2025-09-25T13:21Z 16.7K followers, 15.7K engagements
"Armanino Foods of Distinction $AMNF doesnt get enough credit"
X Link 2025-09-27T16:36Z 16.7K followers, [----] engagements
"Finally got a copy of the $HRCR annual"
X Link 2025-09-30T00:14Z 16.7K followers, 17.4K engagements
"Top positions. Very little activity this quarter. GLTA $MCEM $NEN $QUCT $FP.V $OTCM $FCMC $GWOX $BCY.SI (new)"
X Link 2025-10-01T16:07Z 16.7K followers, 29.8K engagements
"TIL Yale owns a Dutch utility bond issued in [----] that still pays interest"
X Link 2025-10-02T01:47Z 16.7K followers, 1.1M engagements
"Link: https://news.yale.edu/2015/09/22/living-artifact-dutch-golden-age-yale-s-367-year-old-water-bond-still-pays-interest https://news.yale.edu/2015/09/22/living-artifact-dutch-golden-age-yale-s-367-year-old-water-bond-still-pays-interest"
X Link 2025-10-02T01:48Z 16.7K followers, 45.7K engagements
"Graeme Hart one of the richest men in NZ bought the Govt Print Office in the 90s for 1.4x earnings right out of grad school. His MBA thesis was about the LBO of a listed co called Rank Group Ltd which is now the name of his investment firm. Full circle pretty cool"
X Link 2025-10-04T18:20Z 16.7K followers, 21.2K engagements
"Thank you @RockwoodNotes So stoked to finally read this"
X Link 2025-10-05T00:26Z 16.7K followers, 15.3K engagements
"Not nearly as good r/r as when it was kicked out of the index and Harris pitched it but $SENEA still looks like a great bet here. Below tangible book RE nearly covers MC private label market leader at 7x P/E w/ potentially big uptick as consumer trades down. Long"
X Link 2025-11-07T16:21Z 16.7K followers, [----] engagements
"Sage advice from @eriksen_tim"
X Link 2025-11-09T02:05Z 16.7K followers, [----] engagements
"$OTCM $GWOX https://t.co/Uy7susEYOc $GWOX https://t.co/Uy7susEYOc"
X Link 2025-11-12T22:16Z 16.7K followers, [----] engagements
https://lunarcrush.com/api4/public/topic/:topic/creators/v1
Get the top creators for a social topic
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
Example response:
{
"data": [
{
"creator_id": "twitter::1605310254085980161",
"creator_name": "Bitcoin_Teddy",
"creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
"creator_followers": 74293,
"creator_rank": 1,
"interactions_24h": [-------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/category/:category/creators/v1
Get the top creators for a social category
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/category/musicians/creators/v1
Example response:
{
"data": [
{
"creator_id": "youtube::undefined",
"creator_name": "airshowfansh",
"creator_avatar": "https://yt3.ggpht.com/cUuwxYNRoYoO_rnBAgPbze39nOMI_rUq0pVmHiM-Fz40TsRDmv8gZcUxvqxLF_bsGzhdVu4u9A=s88-c-k-c0x00ffffff-no-rj",
"creator_followers": 79600000,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creators/list/v1
Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
Example response:
{
"data": [
{
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_id": "44196397",
"creator_network": "twitter",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234295750,
"creator_posts": 3649,
"creator_rank": 1,
"interactions_24h": [---------]
}
]
}
Schema:
https://lunarcrush.com/api4/public/creator/:network/:id/v1
Get detail information on a specific creator
input parameters:
Example request:
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
Example response:
{
"data": {
"creator_id": "twitter::44196397",
"creator_name": "elonmusk",
"creator_display_name": "Elon Musk",
"creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
"creator_followers": 234296337,
"creator_rank": 2,
"interactions_24h": 318539577,
"topic_influence": [
{
"topic": "in the",
"count": 294,
"percent": 5.88,
"rank": [--]
}
],
"top_community": [
{
"creator_name": "grok",
"creator_display_name": "Grok",
"creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
"count": [---]
}
]
}
}
Schema:
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/x::TiehackCapital