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# ![@bfrankvalue Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::20920734.png) @bfrankvalue Brian Frank

Brian Frank posts on X about market cap, clover, debt, $pfgc the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::20920734/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20920734/c:line/m:interactions.svg)

- X Week XXX -XX%
- X Month XXXXX -XX%
- X Months XXXXXX +77%
- X Year XXXXXX -XX%

### Mentions: X [#](/creator/twitter::20920734/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20920734/c:line/m:posts_active.svg)

- X Week XX no change
- X Month XX +5%
- X Months XX +32%
- X Year XXX -XX%

### Followers: XXX [#](/creator/twitter::20920734/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20920734/c:line/m:followers.svg)

- X Week XXX +0.60%
- X Month XXX +1.60%
- X Months XXX +11%
- X Year XXX +3.90%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::20920734/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::20920734/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[market cap](/topic/market-cap) #991, [clover](/topic/clover) 14.29%, [debt](/topic/debt) #2083, [$pfgc](/topic/$pfgc) 7.14%, [food](/topic/food) 7.14%, [$usfd](/topic/$usfd) 7.14%, [$1b](/topic/$1b) 7.14%, [$gtx](/topic/$gtx) 7.14%, [$250mm](/topic/$250mm) 7.14%, [$dri](/topic/$dri) XXXX%

**Top accounts mentioned or mentioned by**
[@fishtowncap](/creator/undefined) [@valuedontlie](/creator/undefined)

**Top assets mentioned**
[Performance Food Group Company (PFGC)](/topic/$pfgc) [US Foods Holding Corp. (USFD)](/topic/$usfd) [Gigantix Wallet (GTX)](/topic/$gtx) [Darden Restaurants, Inc. (DRI)](/topic/$dri) [Trex Company, Inc. (TREX)](/topic/$trex) [4 (FOUR)](/topic/$four) [Toast, Inc. (TOST)](/topic/$tost)
### Top Social Posts
Top posts by engagements in the last XX hours

"$USFD $PFGC US Food and Performance Food Group terminate their merger talks. US Food announces $1b share repurchase which is about XXX% of their FCF and X% of the market cap"  
[X Link](https://x.com/bfrankvalue/status/1992976337213030627)  2025-11-24T15:19Z XXX followers, XXX engagements


"$GTX Garrett Motion announces $250mm share repurchase for 2026. That is about X% of the market cap for one of the biggest share cannibals in the market"  
[X Link](https://x.com/bfrankvalue/status/1996226249551720672)  2025-12-03T14:33Z XXX followers, XXX engagements


"$DRI Darden Restaurants (Olive Garden & Longhorn Steakhouse) guiding 2.5-3.5% same-store sales growth + total inflation of 3.0-3.5%. Does that mean sales in real terms will be flat"  
[X Link](https://x.com/bfrankvalue/status/1968668600186630205)  2025-09-18T13:29Z XXX followers, XXX engagements


"$TREX New guidance has XX% EBITDA margin on $1.15b of sales which is $325mm of EBITDA which is quite a miss on $380mm analyst expectations"  
[X Link](https://x.com/bfrankvalue/status/1985837075200118823)  2025-11-04T22:30Z XXX followers, XXX engagements


"@FishtownCap The valuation is quite low and certainly could bounce but the few physical business owners I have spoken to rate Clover as the worst payments option - behind $FOUR $TOST and private companies"  
[X Link](https://x.com/bfrankvalue/status/1995527325488644443)  2025-12-01T16:16Z XXX followers, XXX engagements


"Yes they should be throwing more money at Clover to effectively compete. Lack of features and functionality are the complaints I've heard. You're right financial segment is more than half the EBIT. Debt is half the EV now. Who is selling here and what is the bear case Analysts projecting $8b of FCF in 2026 market is clearly doubting that with a XX% FCF/Mcap yield. That is crazy cheap and they are plowing it into repurchases"  
[X Link](https://x.com/bfrankvalue/status/1995543146822807888)  2025-12-01T17:18Z XXX followers, XXX engagements


"$EPC My investment case for Edgewell Personal Care. Edgewell owns X core consumer brands: Shick Billie Hawaiian Tropic Banana Boat and Cremo. The company recently sold its feminine care division to Essity for $340mm and plans to pay down debt with the proceeds + 2026 FCF. This will bring Net Debt / EBITDA down to XXX from XXX. (1/7)"  
[X Link](https://x.com/bfrankvalue/status/1995611404758556828)  2025-12-01T21:50Z XXX followers, XXX engagements


"@valuedontlie No dividend until 2027 either. Public comps look like a better bet for now"  
[X Link](https://x.com/bfrankvalue/status/1998526132313022627)  2025-12-09T22:52Z XXX followers, XXX engagements