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# ![@kingdomcapadv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1380531647829917696.png) @kingdomcapadv Kingdom Capital

Kingdom Capital posts on X about $unfi, debt, if you, $hrbr the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1380531647829917696/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1380531647829917696/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXX +19%
- X Months XXXXXXXXX +8.50%
- X Year XXXXXXXXX +6.30%

### Mentions: XX [#](/creator/twitter::1380531647829917696/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1380531647829917696/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +100%
- X Year XXX +47%

### Followers: XXXXXX [#](/creator/twitter::1380531647829917696/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1380531647829917696/c:line/m:followers.svg)

- X Week XXXXXX +0.29%
- X Month XXXXXX +1.40%
- X Months XXXXXX +14%
- X Year XXXXXX +24%

### CreatorRank: XXXXXXX [#](/creator/twitter::1380531647829917696/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1380531647829917696/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #1817 [stocks](/list/stocks)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$unfi](/topic/$unfi) #1, [debt](/topic/debt) #151, [if you](/topic/if-you) 6.15%, [$hrbr](/topic/$hrbr) #3, [business](/topic/business) 6.15%, [market cap](/topic/market-cap) #32, [$pfx](/topic/$pfx) #1, [fine](/topic/fine) 4.62%, [$310m](/topic/$310m) 3.08%, [$21b](/topic/$21b) #1

**Top accounts mentioned or mentioned by**
[@secretlyaninja](/creator/undefined) [@siyul](/creator/undefined) [@stokedonwaves](/creator/undefined) [@jdepradoluengo](/creator/undefined) [@andrewrangeley](/creator/undefined) [@julianklymochko](/creator/undefined) [@leevalueroach](/creator/undefined) [@violacapital](/creator/undefined) [@toffcap](/creator/undefined) [@andrewstepner](/creator/undefined) [@turtlebayio](/creator/undefined) [@valuations](/creator/undefined) [@rolliecapital](/creator/undefined) [@pieterjanvhaute](/creator/undefined) [@thenarrenschiff](/creator/undefined) [@lundeen_ne](/creator/undefined) [@investspecial](/creator/undefined) [@acidinvestments](/creator/undefined) [@iancassel](/creator/undefined) [@dkbilson](/creator/undefined)

**Top assets mentioned**
[Unifi Protocol DAO (UNFI)](/topic/$unfi) [Remitly Global, Inc. Common Stock (RELY)](/topic/$rely) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Wise (WISE)](/topic/$wise) [Solana (SOL)](/topic/solana) [BARK, Inc. (BARK)](/topic/$bark) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Performance Food Group Company (PFGC)](/topic/$pfgc) [US Foods Holding Corp. (USFD)](/topic/$usfd) [Credbull (CBL)](/topic/$cbl)
### Top Social Posts
Top posts by engagements in the last XX hours

"As we sit at $XX on $NLOP: End of Q3 cash: $40m Plus subsequent Q4 sales/vacancy/rent payments: $60m (coming back from $XXXX dividend) Think remaining worth $500m (half currently on market/under contract) - XX cap Need $310m net after dividend comes out to break even - XX cap"  
[X Link](https://x.com/kingdomcapadv/status/1995954362410225905)  2025-12-02T20:32Z 11.3K followers, 17.3K engagements


"At $XX $UNFI is a $2.1B market cap $1.8B net debt. FY26 guide takes that to $1.5B likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m" midpoint. I still think you're paying 5x here"  
[X Link](https://x.com/kingdomcapadv/status/1990497665256501355)  2025-11-17T19:09Z 11.3K followers, 45.6K engagements


"$730m of EBITDA is AHEAD OF THE STREET $800m of FY28 EBITDA is AHEAD OF THE STREET These are high confidence achievable financial targets Lot of panicans exiting $UNFI today"  
[X Link](https://x.com/kingdomcapadv/status/1998842233135755758)  2025-12-10T19:48Z 11.3K followers, 9892 engagements


"@JulianKlymochko Theres $3m inside $PFX"  
[X Link](https://x.com/kingdomcapadv/status/1974653942245257468)  2025-10-05T01:52Z 11.3K followers, 3043 engagements


"@iancassel Hey I had one blow through my buy price today - and actually bought it"  
[X Link](https://x.com/kingdomcapadv/status/1986601112162721936)  2025-11-07T01:06Z 11.3K followers, 1006 engagements


"@lundeen_ne Sigh"  
[X Link](https://x.com/kingdomcapadv/status/1995919872845361157)  2025-12-02T18:15Z 11.3K followers, XXX engagements


"@AndrewRangeley There's also $SBSAA if you like sub $1M market cap companies trying to roll $310m of debt"  
[X Link](https://x.com/kingdomcapadv/status/1996333913313255881)  2025-12-03T21:41Z 11.3K followers, XXX engagements


"@marginofdanger @ACapitalLP @stockspinoffss Realized IRR doing a lot of lifting here when they ignore taxes on the Fortegra deal. Don't disagree they've done a decent job but the overhead & inefficient tax approach has destroyed a lot of otherwise good execution"  
[X Link](https://x.com/kingdomcapadv/status/1998108877938651345)  2025-12-08T19:14Z 11.3K followers, XXX engagements


"Hope to see some of you at $UNFI investor day"  
[X Link](https://x.com/kingdomcapadv/status/1983186497315742092)  2025-10-28T14:58Z 11.3K followers, 2628 engagements


"Im sure $WISE and $RELY are terrified"  
[X Link](https://x.com/kingdomcapadv/status/1983215937483395308)  2025-10-28T16:55Z 11.3K followers, 3236 engagements


"Especially with the recent recovery appears $UNFI is trading with a basket of SNAP-impacted securities despite very little actual exposure to the program"  
[X Link](https://x.com/kingdomcapadv/status/1988713917829238976)  2025-11-12T21:02Z 11.3K followers, 3861 engagements


"@turtlebay_io @stoked_on_waves Yeah once you back out property management. 37/0.6-400 = $215m or so should be the floor. I think XXX% more likely on new construction gets you another XXXX a share. 34th Ive been assuming at or below $50m net. Same each from Benson and unconsolidated pieces"  
[X Link](https://x.com/kingdomcapadv/status/1988762092292436351)  2025-11-13T00:13Z 11.3K followers, XXX engagements


"Refining $AIV for those that care: $X a share coming from Brickell path to close now laid out. So low end of range is $3.75*150 = $562m value Lets say $90m NOI ($788m debt) plus 34th which we mark at $30m ($18m expected NOI $XXX remining debt/development costs so XX% cap rate X years out) Preferred and development pipeline cancel each other out (150m each) Remaining cash/notes/investments cancelled by other liabilities and placeholder for wind down costs (180m each in total) and this includes stuff like the fake $33m mezz liability So ($90m *94% (property management) / cap rate) -$788 = $532"  
[X Link](https://x.com/kingdomcapadv/status/1988997384127299810)  2025-11-13T15:48Z 11.3K followers, 7545 engagements


"Yet to report: $PFX $85m MC $294m investments XX% discount to NAV X% LTM ROE X% PIK XX% credit/53% equity XXX% non-accrual (cost)/0% FV"  
[X Link](https://x.com/kingdomcapadv/status/1993685250535305609)  2025-11-26T14:16Z 11.3K followers, 3948 engagements


"To get in front of the ongoing DMs: No I don't know why $UNFI is down. Maybe people are jumpy before earnings No I have no reason to think they would set up an earnings report before an investor day and wildly disappoint. Yes I thought the guidance was conservative"  
[X Link](https://x.com/kingdomcapadv/status/1995564092728508911)  2025-12-01T18:42Z 11.3K followers, 11.8K engagements


"What I assume it feels like to bet against $UNFI and Matteo Tarditi"  
[X Link](https://x.com/kingdomcapadv/status/1995826104569852175)  2025-12-02T12:03Z 11.3K followers, 2820 engagements


"$105m Y/Y cash flow improvement XX% EBITDA growth Y/Y No ongoing weakness to call out from cyber attack Looks like $UNFI was fine after all"  
[X Link](https://x.com/kingdomcapadv/status/1995827638191964348)  2025-12-02T12:09Z 11.3K followers, 10.1K engagements


"Sell-side coverage on $UNFI is pathetic. Take CFRA's updated numbers this week which appear to be modeling an annual cyber attack in Q4 going forward ()"  
[X Link](https://x.com/kingdomcapadv/status/1996320499962359843)  2025-12-03T20:47Z 11.3K followers, 5992 engagements


"@secretlyaninja If you have an active buyback authorization and a desire to buy shares why on earth would you telegraph it"  
[X Link](https://x.com/kingdomcapadv/status/1998821327487070418)  2025-12-10T18:25Z 11.3K followers, XXX engagements


"@secretlyaninja They have publicly committed to getting leverage down I dont get what they gain by publicly committing to a buyback before it is time. If the stock stays down they get the opportunity. If it goes up people will whine less. Win-win"  
[X Link](https://x.com/kingdomcapadv/status/1998865471899378149)  2025-12-10T21:20Z 11.3K followers, XXX engagements


"@WaterworldCapi1 Yeah frankly disappointed that people were focused on Powell and not UNFI"  
[X Link](https://x.com/kingdomcapadv/status/1998908510235668689)  2025-12-11T00:11Z 11.3K followers, XXX engagements


"@ronaldm_67 Fullbeauty merger being reported"  
[X Link](https://x.com/kingdomcapadv/status/1999226494187643141)  2025-12-11T21:15Z 11.3K followers, XXX engagements


"@Wolfdog_Capital @siyul @valuations_ As are the mango ones"  
[X Link](https://x.com/kingdomcapadv/status/1999247325437263912)  2025-12-11T22:38Z 11.3K followers, XX engagements


"Have been able to verify that $HRBR is still operating"  
[X Link](https://x.com/kingdomcapadv/status/1824436586013958647)  2024-08-16T13:22Z 11.3K followers, 3955 engagements


"Still cant believe $BARK and $HRBR teamed up. Was not on my ICR bingo card"  
[X Link](https://x.com/kingdomcapadv/status/1887501097029316820)  2025-02-06T13:58Z 11.3K followers, 6254 engagements


"Feels like a great time for $HRBR to get current on the rest of their financials and do a take-under with all that excess cash"  
[X Link](https://x.com/kingdomcapadv/status/1909963438022914482)  2025-04-09T13:35Z 11.3K followers, 7914 engagements


"Kind of impressed $AMR just punted on discussing 2026 contracting"  
[X Link](https://x.com/kingdomcapadv/status/1986417791776280727)  2025-11-06T12:58Z 11.3K followers, 4928 engagements


"@deusexdividend @richtrades100 History will show that $HRBR sold too soon"  
[X Link](https://x.com/kingdomcapadv/status/1986873288564539736)  2025-11-07T19:08Z 11.3K followers, XXX engagements


"@stoked_on_waves Not sure why you would buy it given $RELY valuation"  
[X Link](https://x.com/kingdomcapadv/status/1992330085488275958)  2025-11-22T20:31Z 11.3K followers, 1675 engagements


"@AndrewRangeley Gotta be $ALTS"  
[X Link](https://x.com/kingdomcapadv/status/1996329345753702820)  2025-12-03T21:23Z 11.3K followers, 1871 engagements


"@secretlyaninja If only there was a buyback authorization active and a leverage target set to be hit this year"  
[X Link](https://x.com/kingdomcapadv/status/1998777336997597228)  2025-12-10T15:30Z 11.3K followers, XXX engagements


"@ToffCap Looking at the backlog pacing agree it should continue to grow. Also reported earnings are completely unadjusted. Defense business is worth a lot more than the EV"  
[X Link](https://x.com/kingdomcapadv/status/1998870841770258810)  2025-12-10T21:42Z 11.3K followers, XXX engagements


"@siyul @FishtownCap @secretlyaninja I went to the investor day and said thanks for turning this company around"  
[X Link](https://x.com/kingdomcapadv/status/1998892745034015147)  2025-12-10T23:09Z 11.3K followers, XXX engagements


"@RollieCapital Maybe they arent to concerned about people renting the stock for a few days hoping for an investor day pop"  
[X Link](https://x.com/kingdomcapadv/status/1999140720796422403)  2025-12-11T15:34Z 11.3K followers, XXX engagements


"@RollieCapital You could also argue they were giving some air cover to the neutrals/holds on $UNFI to finally upgrade the stock before they raise again"  
[X Link](https://x.com/kingdomcapadv/status/1999143089886154910)  2025-12-11T15:43Z 11.3K followers, XXX engagements


"Taking a look at the low end of the $AIV liquidation range for those following"  
[X Link](https://x.com/kingdomcapadv/status/1988820800221347889)  2025-11-13T04:06Z 11.3K followers, 9938 engagements


"Alright lets do this"  
[X Link](https://x.com/kingdomcapadv/status/1998754745360740803)  2025-12-10T14:00Z 11.3K followers, 14.5K engagements


"Created some bagholders today"  
[X Link](https://x.com/kingdomcapadv/status/1998806364324548747)  2025-12-10T17:25Z 11.3K followers, 11.5K engagements


"@jdepradoluengo They were still guiding to $100m of FCF last year halfway through their year and did $239m with a crippling cyber attack Imagine how much confidence they have that they are going north of $300m in out years to already be saying that"  
[X Link](https://x.com/kingdomcapadv/status/1998845979085386195)  2025-12-10T20:03Z 11.3K followers, XXX engagements


"@jdepradoluengo My point is the street already didnt believe them so what would raising numbers have done If they take FY27 FCF to $350m thats what the market needed to get excited Point of the day was to establish credibility"  
[X Link](https://x.com/kingdomcapadv/status/1998853315137065170)  2025-12-10T20:32Z 11.3K followers, XXX engagements


"Hate doing this again but At $XX $UNFI is a $1.9B market cap. FY26 guide takes net debt to $1.5B likely $1.4B after insurance & asset sales not in guide. Expect EBITDA to come in at $700m vs "high confidence $665m" midpoint. I think you're paying under 5x here"  
[X Link](https://x.com/kingdomcapadv/status/1999132025295389045)  2025-12-11T14:59Z 11.3K followers, 19.3K engagements


"@valuations_ Low margin distributor low margin grower of bananas on business quality $PFGC and $USFD get to trade over 25x earnings on similar margin profiles. $UNFI is about 15x midpoint of this year and looking at their guide should do $X shortly. Fine if you want to use that instead"  
[X Link](https://x.com/kingdomcapadv/status/1999139821084619107)  2025-12-11T15:30Z 11.3K followers, XXX engagements


"@PieterJanVHaute The natural business is growing just fine but is obscured by them selectively surrendering business in conventional that wasnt profitable. I dont have any problem with that"  
[X Link](https://x.com/kingdomcapadv/status/1999164527120691498)  2025-12-11T17:09Z 11.3K followers, XXX engagements


"Old flame $DXLG now running on buyout rumors after delaying their print a second time. How the mighty have fallen since 2021"  
[X Link](https://x.com/kingdomcapadv/status/1999194100688470217)  2025-12-11T19:06Z 11.3K followers, 9098 engagements


"Nice to see $PFX got out of First Brands in time:"  
[X Link](https://x.com/kingdomcapadv/status/1999463740329345407)  2025-12-12T12:57Z 11.3K followers, 3737 engagements


"Ran this by them and was told it was a good way to think about it: FY25 was around $150-200m before one-time WC benefits FY26 will be around $200-250m before one-time WC benefits FY27 will be around $300m with neutral WC (last of WC efficiency opportunity) FY28 will be around $300-350m before some headwind from WC growing with topline again"  
[X Link](https://x.com/kingdomcapadv/status/1999555310537863591)  2025-12-12T19:01Z 11.3K followers, XX engagements