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

Kingdom Capital posts on X about debt, $ecro, $aiv, $unfi the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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

- [--] Week [------] +19%
- [--] Month [-------] +108%
- [--] Months [---------] +13%
- [--] Year [---------] +12%

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

- [--] Week [--] +26%
- [--] Month [---] +12%
- [--] Months [---] +41%
- [--] Year [-----] +72%

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

- [--] Week [------] +0.22%
- [--] Month [------] +2.20%
- [--] Months [------] +7.20%
- [--] Year [------] +24%

### CreatorRank: [---------] [#](/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**
[stocks](/list/stocks)  30.84% [finance](/list/finance)  28.04% [cryptocurrencies](/list/cryptocurrencies)  14.02% [technology brands](/list/technology-brands)  4.67% [agencies](/list/agencies)  2.8% [social networks](/list/social-networks)  0.93% [countries](/list/countries)  0.93%

**Social topic influence**
[debt](/topic/debt) #1239, [$ecro](/topic/$ecro) 9.35%, [$aiv](/topic/$aiv) #1, [$unfi](/topic/$unfi) 8.41%, [market cap](/topic/market-cap) 6.54%, [business](/topic/business) 6.54%, [end of](/topic/end-of) 5.61%, [$pfx](/topic/$pfx) 5.61%, [if you](/topic/if-you) 4.67%, [$qvcga](/topic/$qvcga) #3

**Top accounts mentioned or mentioned by**
[@leevalueroach](/creator/undefined) [@ron284ron](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@nbeachny](/creator/undefined) [@stokedonwaves](/creator/undefined) [@onefoothurdle](/creator/undefined) [@vanckzhu](/creator/undefined) [@theotheraharon](/creator/undefined) [@mrneutralman](/creator/undefined) [@darkfirecapital](/creator/undefined) [@tarekantaki](/creator/undefined) [@clarksquarecap](/creator/undefined) [@siyul](/creator/undefined) [@larry_bukowski](/creator/undefined) [@valuenotdeadyet](/creator/undefined) [@bullsbayretail](/creator/undefined) [@kontrainvest](/creator/undefined) [@investseekers](/creator/undefined) [@guyimpatient](/creator/undefined) [@turtlebayio](/creator/undefined)

**Top assets mentioned**
[Apartment Investment and Management Company (AIV)](/topic/$aiv) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [WW International, Inc. Common Stock (WW)](/topic/$ww) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [A.K.A. Brands Holding Corp. (AKA)](/topic/$aka) [SITE Centers Corp. Common Shares (SITC)](/topic/$sitc) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Evotec SE (EVO)](/topic/$evo) [SafeMoon (SFM)](/topic/$sfm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Stader (SD)](/topic/$sd) [Mach Natural Resources LP (MNR)](/topic/$mnr) [GameStop, Corp. (GME)](/topic/$gme) [Novo-Nordisk (NVO)](/topic/$nvo) [WEN Token (WEN)](/topic/$wen)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@WaterworldCapi1 The team at $PBI levered up into a volume decline to buy back stock and has been cutting costs to keep EBITDA flat. Going to struggle to offset significant earnings deleveraging in 1H-26"  
[X Link](https://x.com/kingdomcapadv/status/2011279792168120438)  2026-01-14T03:30Z 11.6K followers, [---] engagements


"@vanckzhu @stoked_on_waves @theotheraharon Theres plenty of declining RE liquidation plays right now $NLOP $AIV $SITC $PKST (sorta)"  
[X Link](https://x.com/kingdomcapadv/status/1967709785035510269)  2025-09-15T21:59Z 11.6K followers, [----] engagements


"Between customer results the last few days and soft guidance affirmation in January think $MAGN earnings next week are pretty derisked. Not expecting fireworks either. As we enter [----] I think market is taking $MAGN annual shareholder letter today as an affirmation of guide from November. See what they say in February As we enter [----] I think market is taking $MAGN annual shareholder letter today as an affirmation of guide from November. See what they say in February"  
[X Link](https://x.com/kingdomcapadv/status/2016923261095882787)  2026-01-29T17:15Z 11.6K followers, [----] engagements


"A few years later I guess Ryan Cohen got the message. What makes the most sense for them to go after today Doesn't sound like they intend to focus on the gaming and adjacent space anymore. If you're $GME with a $7B market cap why don't you go make an all-stock offer for $FNKO or $HEAR and try to buy some cash flow Esports went nowhere NFT marketplace.lol selling TVs was hardly the answer. Surprised how little is happening over there. If you're $GME with a $7B market cap why don't you go make an all-stock offer for $FNKO or $HEAR and try to buy some cash flow Esports went nowhere NFT"  
[X Link](https://x.com/kingdomcapadv/status/2017335313765450205)  2026-01-30T20:33Z 11.6K followers, [----] engagements


"If $HIMS is (finally) being sent to the penalty box the businesses that have tried to respect IP should stand to benefit a lot. $WW FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs. FDA will take swift action against companies mass-marketing illegal copycat drugs claiming they are similar to FDA-approved products. The FDA cannot verify the quality safety or effectiveness of non-approved drugs"  
[X Link](https://x.com/kingdomcapadv/status/2019790236125978928)  2026-02-06T15:08Z 11.6K followers, [----] engagements


"For anyone thinking $HIMS is a long best I can tell there are three doors: 1) They infringed on SNAC 2) They didn't infringe and basically were selling a placebo while marketing it as effective 3) A non-trialed delivery method Aren't all three existential business risks @KontraInvest @investseekers They cant. $NVO has patent on SNAC to late 30s. If you just compound semaglutide in to a pill whiteout adding SNAC or other similar tech then its literally like eating a placebo. The acid in our stomach will immediately break down the pill and you would get ZERO effect. @KontraInvest @investseekers"  
[X Link](https://x.com/kingdomcapadv/status/2020893378058027170)  2026-02-09T16:11Z 11.6K followers, [----] engagements


"Musings in no particular order: I've talked about a bunch of CRE liquidations recently and still think you can pencil $NLOP to $25 and $AIV to $7 within about a [--] month window. Continue to see minimal downside risk to both at this price. This $WEN bounce feels like $JACK but likely won't see the same follow through Think the post-tender $MLCI selling should be done soon and people will realize this should trade near book. Getting benefit from $SNCR buyout in Q4 and much lower cost of capital going forward. $WATT tech seems extremely legit for a $10m EV business $HAIN Remainco seem more"  
[X Link](https://x.com/kingdomcapadv/status/2022337399934607743)  2026-02-13T15:49Z 11.6K followers, [----] engagements


"3/3 but didn't get the bonus space: deal with Tether to relieve balance sheet stress. Sounds like things will be easier in current Q My expectations for the $GOLD call tomorrow night: Rising prices are forcing them to carry a lot less inventory pressuring volumes Earnings pressured by backwardation for hedging costs and higher interest expense Margin % pressured by higher prices but gross revs way higher My expectations for the $GOLD call tomorrow night: Rising prices are forcing them to carry a lot less inventory pressuring volumes Earnings pressured by backwardation for hedging costs and"  
[X Link](https://x.com/kingdomcapadv/status/2019806691240686003)  2026-02-06T16:13Z 11.6K followers, [----] engagements


"About to test this theory @leevalueroach Best is subjective but $QVCGA $QVCGP both trading around that range only claims on the parentco that has over $241m cash 62% of cornerstone and equity in their underwater subs. Gets really interesting depending on the debt deal(s) below @leevalueroach Best is subjective but $QVCGA $QVCGP both trading around that range only claims on the parentco that has over $241m cash 62% of cornerstone and equity in their underwater subs. Gets really interesting depending on the debt deal(s) below"  
[X Link](https://x.com/kingdomcapadv/status/2021309225419296925)  2026-02-10T19:44Z 11.6K followers, [----] engagements


"Current market cap of $QVCGA is $25m Current trading value of $QVCGP is $80m There's no other claims on TopCo assets which at 3/31 was $241m cash & equity in LINTA and Cornerstone. Seems wrong. https://seekingalpha.com/article/4794324-qvc-group-at-a-crossroads-time-for-some-game-theory https://seekingalpha.com/article/4794324-qvc-group-at-a-crossroads-time-for-some-game-theory"  
[X Link](https://x.com/kingdomcapadv/status/1942945238865334426)  2025-07-09T13:53Z 11.6K followers, 13.2K engagements


"@GuyImpatient And people thought $THRY retention was bad"  
[X Link](https://x.com/kingdomcapadv/status/1988616653941125288)  2025-11-12T14:35Z 11.6K followers, [---] engagements


"Taking a look at the low end of the $AIV liquidation range for those following @turtlebay_io @stoked_on_waves $2 a share coming from Brickell. So low end of range is $3.75*150 = $562m value Lets say $90m NOI ($675m debt) plus 34th which we mark at $30m after $165m debt. Preferred and development pipeline cancel each other out (150m each) Remaining cash/notes/investments cancelled https://t.co/sh6FQSLzx5 @turtlebay_io @stoked_on_waves $2 a share coming from Brickell. So low end of range is $3.75*150 = $562m value Lets say $90m NOI ($675m debt) plus 34th which we mark at $30m after $165m debt."  
[X Link](https://x.com/kingdomcapadv/status/1988820800221347889)  2025-11-13T04:06Z 11.6K followers, 10.8K engagements


"Refining $AIV for those that care: $2 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 $150 remining debt/development costs so 10% cap rate [--] 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 11.6K followers, [----] 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 @kingdomcapadv There's under promising under under promising and under under under under promising. They did the latter after already under promising the prior week. It's fundamentally sound but they should have waited until January to not ruin people's year ends. @kingdomcapadv There's under promising under under promising and under under under under promising. They did the latter after already under promising the prior"  
[X Link](https://x.com/kingdomcapadv/status/1998842233135755758)  2025-12-10T19:48Z 11.6K followers, 10.3K engagements


"Hate doing this again but At $31 $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. At $35 $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. At $35 $UNFI is a $2.1B market cap $1.8B net debt. FY26 guide takes that to $1.5B likely"  
[X Link](https://x.com/kingdomcapadv/status/1999132025295389045)  2025-12-11T14:59Z 11.6K followers, 20.5K 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 $5 shortly. Fine if you want to use that instead"  
[X Link](https://x.com/kingdomcapadv/status/1999139821084619107)  2025-12-11T15:30Z 11.6K followers, [---] engagements


"Sounds like another $1 a share coming back in Q1 on $AIV $AIV Aimco Enters Agreement With LaTerra Capital In Partnership With Respark To Sell Its Portfolio Of Seven Apartment Properties Including [----] Units In Chicago Market For $455M $AIV Aimco Enters Agreement With LaTerra Capital In Partnership With Respark To Sell Its Portfolio Of Seven Apartment Properties Including [----] Units In Chicago Market For $455M"  
[X Link](https://x.com/kingdomcapadv/status/2000684853319078056)  2025-12-15T21:50Z 11.6K followers, [----] engagements


"And now $UNFI is saying "buyback" $UNFI United Foods: "market action" telling me I missed something. Folks complaining no one said "buyback." We back to levels from early this year before the guidance raised aggressively. They're currently paying down $375m of S+475 debt (term loan) and need to refi extend $UNFI United Foods: "market action" telling me I missed something. Folks complaining no one said "buyback." We back to levels from early this year before the guidance raised aggressively. They're currently paying down $375m of S+475 debt (term loan) and need to refi extend"  
[X Link](https://x.com/kingdomcapadv/status/2001402315136229651)  2025-12-17T21:21Z 11.6K followers, 11.6K engagements


"Confirmed - proxy has Atlanta under contract for $10.25m this month for $AIV https://www.sec.gov/Archives/edgar/data/922864/000119312525319425/d46589dprem14a.htm @nbeachny @larry_bukowski @Mr_Neutral_Man Also implies this is under contract for $10m https://t.co/Nqg1iXTMkk https://www.sec.gov/Archives/edgar/data/922864/000119312525319425/d46589dprem14a.htm @nbeachny @larry_bukowski @Mr_Neutral_Man Also implies this is under contract for $10m https://t.co/Nqg1iXTMkk"  
[X Link](https://x.com/kingdomcapadv/status/2003844645332426786)  2025-12-24T15:06Z 11.6K followers, [----] engagements


"@WaterworldCapi1 I think defense spending will continue to be strong - especially munitions/restocking. Favorite way to play is $NPK - backlog has exploded (sorry) with grenade orders and the defense segment likely worth 2x current EV. New 13D filer Albion River is legit"  
[X Link](https://x.com/kingdomcapadv/status/2005683499312025891)  2025-12-29T16:53Z 11.6K followers, [----] engagements


"@WaterworldCapi1 Also like the tail end of a basket of RE liquidations that are actively returning capital. $AIV $NLOP $SITC all provide pretty good IRRs from here"  
[X Link](https://x.com/kingdomcapadv/status/2005683854443765882)  2025-12-29T16:54Z 11.6K followers, [----] engagements


"The Kingdom Capital Advisors Q4 [----] letter is now available: https://www.kingdomcapitaladvisors.com/fund-letters/q4-2025 https://www.kingdomcapitaladvisors.com/fund-letters/q4-2025"  
[X Link](https://x.com/kingdomcapadv/status/2009247514269028412)  2026-01-08T12:55Z 11.6K followers, [----] engagements


"Once again no $GLXZ merger on the January agenda https://www.gaming.nv.gov/siteassets/content/about/agenda-disposition/2026jan-gcb-agenda.pdf No surprise $GLXZ $EVO merger left off Nevada GCB agenda for December https://t.co/3Fld1MDpes https://www.gaming.nv.gov/siteassets/content/about/agenda-disposition/2026jan-gcb-agenda.pdf No surprise $GLXZ $EVO merger left off Nevada GCB agenda for December https://t.co/3Fld1MDpes"  
[X Link](https://x.com/kingdomcapadv/status/2009289718819598684)  2026-01-08T15:42Z 11.6K followers, [----] engagements


"Hey Mr. Stanley what's your price target on $WW MS: Between $20-49. Sure but what's the base case MS: That is the base case the bear is $5 and the bull is $121"  
[X Link](https://x.com/kingdomcapadv/status/2011876451658707034)  2026-01-15T19:01Z 11.6K followers, [----] engagements


"@iancassel @PlanetMicroCap @BobbyKKraft See you at the $AKA hat wall in [--] months"  
[X Link](https://x.com/kingdomcapadv/status/2012179282991231131)  2026-01-16T15:05Z 11.6K followers, [----] engagements


"@one_foothurdle @nbeachny Youve got North American Lighting in there now too on top of Omnicom which should pull the final numbers up. Those two arent going to trade at 6x ABR. Donnelly is the big one left that likely wont get a good price"  
[X Link](https://x.com/kingdomcapadv/status/2013952159839035655)  2026-01-21T12:29Z 11.6K followers, [---] engagements


"@one_foothurdle @nbeachny KBR ABR disproportionally skews the latest scales. Omnicom is now your biggest weight"  
[X Link](https://x.com/kingdomcapadv/status/2013956225214349435)  2026-01-21T12:45Z 11.6K followers, [---] engagements


"@kiwicarrotcake Two months of people fretting about $SFM comps before they come out and calm everyone down"  
[X Link](https://x.com/kingdomcapadv/status/2014413808479994138)  2026-01-22T19:04Z 11.6K followers, [---] engagements


"Anyone surprised by how conservative $AIV liquidation range was should look no further than what happened to $ELME. Hope the new range includes a reserve for shareholder litigation"  
[X Link](https://x.com/kingdomcapadv/status/2015822324201558195)  2026-01-26T16:21Z 11.6K followers, [----] engagements


"@roojoo3 @John_Hempton Yeah [--] years later $BTU has almost bought back the shares to cover their [----] snafu"  
[X Link](https://x.com/kingdomcapadv/status/2016164721691328915)  2026-01-27T15:01Z 11.6K followers, [---] engagements


"Wow that seems like it could be really good for the primary Whole Foods distributor. $UNFI $AMZN is closing Amazon Go and Amazon Fresh stores saying it didnt find the right customer experience or economics to scale Amazon-branded grocery. Some locations will convert to Whole Foods. Amazon also plans 100+ new Whole Foods over the next few years and broader same-day https://t.co/lDLaEICTnS $AMZN is closing Amazon Go and Amazon Fresh stores saying it didnt find the right customer experience or economics to scale Amazon-branded grocery. Some locations will convert to Whole Foods. Amazon also"  
[X Link](https://x.com/kingdomcapadv/status/2016166383449423922)  2026-01-27T15:08Z 11.6K followers, [----] engagements


"@StockLearning_ [--] YEAR SUPPORTS I love TA"  
[X Link](https://x.com/kingdomcapadv/status/2016289697249603789)  2026-01-27T23:18Z 11.6K followers, [----] engagements


"@leevalueroach Like $BRLT that already has half their market cap in cash"  
[X Link](https://x.com/kingdomcapadv/status/2016930132842143782)  2026-01-29T17:43Z 11.6K followers, [----] engagements


"@DarkfireCapital Short interest on LVFN is wild to me. 20% short a net cash $70m market cap feels crowded"  
[X Link](https://x.com/kingdomcapadv/status/2016997021677134255)  2026-01-29T22:08Z 11.6K followers, [----] engagements


"@Ron284Ron If $NPK makes a new high and @Ron284Ron doesn't tweet about it did it even happen"  
[X Link](https://x.com/kingdomcapadv/status/2017251451009900904)  2026-01-30T14:59Z 11.6K followers, [---] engagements


"So $UNFI FY18 sales to WF - $3.7B. FY25: 7.9B. Now $14m per store real growth 5-6% ahead of inflation/store count in that window. [---] more stores by FY30 and not assuming continued real growth we're up to $12B into WF. That alone is MSD growth with rest of business flat. Wow that seems like it could be really good for the primary Whole Foods distributor. $UNFI Wow that seems like it could be really good for the primary Whole Foods distributor. $UNFI"  
[X Link](https://x.com/kingdomcapadv/status/2017276045863346177)  2026-01-30T16:37Z 11.6K followers, [----] engagements


"@Mr_Neutral_Man I'm guessing $BBY but hey maybe he launches a REIT"  
[X Link](https://x.com/kingdomcapadv/status/2018516414131535939)  2026-02-03T02:46Z 11.6K followers, [---] engagements


"@WaterworldCapi1 That you laddering CPRI"  
[X Link](https://x.com/kingdomcapadv/status/2018758391875727641)  2026-02-03T18:48Z 11.6K followers, [---] engagements


"Earnings out of $SMCI confirms demand hasnt gone anywhere. Now need to see how well $TSSI can execute Talking about setups into [----] with $TSSI you get: Bombed-out sentiment AI tailwinds Stock that was 2-4x current price that sold off due to: [--] quarter deferral of facility ramp Not without risk - but R/R better than it has been in a while Talking about setups into [----] with $TSSI you get: Bombed-out sentiment AI tailwinds Stock that was 2-4x current price that sold off due to: [--] quarter deferral of facility ramp Not without risk - but R/R better than it has been in a while"  
[X Link](https://x.com/kingdomcapadv/status/2019018596480147618)  2026-02-04T12:01Z 11.6K followers, [----] engagements


"@nuggy5 Nope"  
[X Link](https://x.com/kingdomcapadv/status/2019195126837571961)  2026-02-04T23:43Z 11.6K followers, [--] engagements


"Related: $GLXZ merger not on the February agenda Great question. The Nevada gaming regulator's recent notice outlined "presumptively prohibited" markets that might make it more difficult for $EVO to get regulatory approval to buy Galaxy https://t.co/RIBpekCyDS Great question. The Nevada gaming regulator's recent notice outlined "presumptively prohibited" markets that might make it more difficult for $EVO to get regulatory approval to buy Galaxy https://t.co/RIBpekCyDS"  
[X Link](https://x.com/kingdomcapadv/status/2019210433522016473)  2026-02-05T00:44Z 11.6K followers, [----] engagements


"@leevalueroach The fun nanocap with more NOLs than $WATT"  
[X Link](https://x.com/kingdomcapadv/status/2019495268014522381)  2026-02-05T19:36Z 11.6K followers, [---] engagements


"@TheTranscript_ Hey Claude just one more from me. Which stocks are likely to go up"  
[X Link](https://x.com/kingdomcapadv/status/2020613346555507143)  2026-02-08T21:38Z 11.6K followers, [----] engagements


"@bottombucketaf Bullish $UNFI"  
[X Link](https://x.com/kingdomcapadv/status/2020674714037846110)  2026-02-09T01:42Z 11.6K followers, [---] engagements


"@chipperPat Pappas was able to do something similar at $UNFI around 1%"  
[X Link](https://x.com/kingdomcapadv/status/2021225417319792856)  2026-02-10T14:11Z 11.6K followers, [---] engagements


"Related - $AMZN physical store channel is comping up 7% in this print which includes the struggling Go/Fresh offering that's being shut down. If you were reading through tough $SFM SSS guide to $UNFI that's being disproved here So $UNFI FY18 sales to WF - $3.7B. FY25: 7.9B. Now $14m per store real growth 5-6% ahead of inflation/store count in that window. [---] more stores by FY30 and not assuming continued real growth we're up to $12B into WF. That alone is MSD growth with rest of business flat. So $UNFI FY18 sales to WF - $3.7B. FY25: 7.9B. Now $14m per store real growth 5-6% ahead of"  
[X Link](https://x.com/kingdomcapadv/status/2019527538234835071)  2026-02-05T21:44Z 11.6K followers, [----] engagements


"Plenty of high yielding stuff out there with hair often make poor longs b/c distress. What's some 10%+ yield today that's misunderstood by market Will accept equity/pref/debt ideas. For example I've been pretty vocal on $UNTC kind of expect a $AMBP or $BW pref submission"  
[X Link](https://x.com/kingdomcapadv/status/1964056201613762836)  2025-09-05T20:01Z 11.6K followers, [----] engagements


"As expected - more to come on call tomorrow"  
[X Link](https://x.com/kingdomcapadv/status/2019180311838392706)  2026-02-04T22:44Z 11.6K followers, [----] engagements


"https://x.com/HHSGCMikeStuart/status/2019882833041608990s=20 Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and Cosmetic Act and applicable Title [--] provisions. https://x.com/HHSGCMikeStuart/status/2019882833041608990s=20 Based on a review of the applicable facts earlier today @HHSOGC referred Hims & Hers Health Inc. (Hims) to the Department of Justice for investigation for potential violations by Hims of the Federal Food Drug and"  
[X Link](https://x.com/kingdomcapadv/status/2019894375279476999)  2026-02-06T22:02Z 11.6K followers, [----] engagements


"https://seekingalpha.com/article/4867522-sunopta-gone-too-soon Thought I was going to be a $STKL shareholder for a lot longer they've built a nice little business with two quasi-monopolies in plant milk and fruit snacks. Think Refresco got a nice deal here. https://seekingalpha.com/article/4867522-sunopta-gone-too-soon Thought I was going to be a $STKL shareholder for a lot longer they've built a nice little business with two quasi-monopolies in plant milk and fruit snacks. Think Refresco got a nice deal here"  
[X Link](https://x.com/kingdomcapadv/status/2020866110837424369)  2026-02-09T14:23Z 11.6K followers, [----] engagements


"If $MLCI is looking to buy a smaller Alt. manager seems like a decent market to do it"  
[X Link](https://x.com/anyuser/status/2020889696952353222)  2026-02-09T15:57Z 11.6K followers, [----] engagements


"Bad news apparently $MAGN is being disrupted by AI today"  
[X Link](https://x.com/kingdomcapadv/status/2022007407434772585)  2026-02-12T17:58Z 11.6K followers, [---] engagements


"Tough scene when you have to pay someone to take your billboards $CCO $CCO Clear Channel Outdoor Holdings Inc. Signs Share Purchase Agreement to Sell its France Business to Equinox Industries https://t.co/gvKJgmsiHd $CCO Clear Channel Outdoor Holdings Inc. Signs Share Purchase Agreement to Sell its France Business to Equinox Industries https://t.co/gvKJgmsiHd"  
[X Link](https://x.com/kingdomcapadv/status/1714605314517934239)  2023-10-18T11:32Z 11.6K followers, [----] engagements


"@leevalueroach Best is subjective but $QVCGA $QVCGP both trading around that range only claims on the parentco that has over $241m cash 62% of cornerstone and equity in their underwater subs. Gets really interesting depending on the debt deal(s) below"  
[X Link](https://x.com/anyuser/status/1950021294092591315)  2025-07-29T02:31Z 11.6K followers, [----] engagements


"My expectations for the $GOLD call tomorrow night: Rising prices are forcing them to carry a lot less inventory pressuring volumes Earnings pressured by backwardation for hedging costs and higher interest expense Margin % pressured by higher prices but gross revs way higher As it relates to $GOLD f/k/a $AMRK still doesnt seem like the retail demand has really hit historic highs As it relates to $GOLD f/k/a $AMRK still doesnt seem like the retail demand has really hit historic highs"  
[X Link](https://x.com/anyuser/status/2019064126639656970)  2026-02-04T15:02Z 11.6K followers, [----] engagements


"Thought I was going to be a $STKL shareholder for a lot longer they've built a nice little business with two quasi-monopolies in plant milk and fruit snacks. Think Refresco got a nice deal here. Today's M&A and SPAC notes $STKL to be acquired by Refresco for US$6.50 cash per share 34.6% premium $1.2 billion $CAQU $200 million IPO $SSACU $150 million IPO https://t.co/46GldMNXQm Today's M&A and SPAC notes $STKL to be acquired by Refresco for US$6.50 cash per share 34.6% premium $1.2 billion $CAQU $200 million IPO $SSACU $150 million IPO https://t.co/46GldMNXQm"  
[X Link](https://x.com/anyuser/status/2019785237371203672)  2026-02-06T14:48Z 11.6K followers, [----] engagements


"After all the sales the pitches they finally got to pure play US and sold for a small premium. Tough to win on a public LBO like $CCO Tough scene when you have to pay someone to take your billboards $CCO Tough scene when you have to pay someone to take your billboards $CCO"  
[X Link](https://x.com/anyuser/status/2021228512389038344)  2026-02-10T14:23Z 11.6K followers, [----] engagements


"Apparently people only wanted to short $WW and $AKA (via DMs) As we enter [----] Which stock do I talk about that you most want to short (or are short) And why As we enter [----] Which stock do I talk about that you most want to short (or are short) And why"  
[X Link](https://x.com/kingdomcapadv/status/2008306469284852084)  2026-01-05T22:35Z 11.6K followers, [----] engagements


"As we enter [----] I think market is taking $MAGN annual shareholder letter today as an affirmation of guide from November. See what they say in February CG calling the bottom on household product demand which is what I'm looking for with $MAGN: https://t.co/zmZXt1Oiiv CG calling the bottom on household product demand which is what I'm looking for with $MAGN: https://t.co/zmZXt1Oiiv"  
[X Link](https://x.com/kingdomcapadv/status/2011522666931589498)  2026-01-14T19:35Z 11.6K followers, [----] engagements


"The $AIV shareholders approve but not without a bit of protest"  
[X Link](https://x.com/kingdomcapadv/status/2019902101904601340)  2026-02-06T22:32Z 11.6K followers, [----] engagements


"@Fierce__beast In the case of $WW the GLP-1 is pass through they make no margin selling the product"  
[X Link](https://x.com/kingdomcapadv/status/2021614507655561341)  2026-02-11T15:57Z 11.6K followers, [---] engagements


"@toptickcrypto @HJB2_0 Theres $SKM $ZM Pretty easy to get SpaceX via $SATS"  
[X Link](https://x.com/kingdomcapadv/status/2022293456479989833)  2026-02-13T12:55Z 11.6K followers, [----] engagements


"Just like that $HIMS is done compounding. Holy smokes. Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who depend on us Since launching the compounded semaglutide pill on our platform weve had constructive conversations with stakeholders across the industry. As a result we have decided to stop offering access to this treatment. We remain committed to the millions of Americans who"  
[X Link](https://x.com/kingdomcapadv/status/2020218379387248725)  2026-02-07T19:29Z 11.6K followers, 30K engagements


"So if $QVCGA files you have about $1B of (declining) EBITDA in OpCo with about $3.5B of debt with it trading around $0.30/dollar ( $QVCC $QVCD). creating around 1x"  
[X Link](https://x.com/kingdomcapadv/status/2022356761664196923)  2026-02-13T17:06Z 11.6K followers, [----] engagements


"Pretty sure multiple $PDER mines being affected by this Coronado announcement today will hear more with Q4 update in April"  
[X Link](https://x.com/kingdomcapadv/status/2022450555956981899)  2026-02-13T23:19Z 11.6K followers, [----] engagements


"To circle back since that answer wasn't very helpful: BBerg ALTD data doesn't include Amazon $PLCE's fastest growing channel. I'm not sure they're catching PJ Place/Gymboree/S&J either. Store count is down significantly Y/Y which would drive some of this delta $CRI said Oct was pacing -16% w/ weather so that's known. Said it was picking back up as it got cold in regions. Don't know what all this means for print on Thursday https://twitter.com/i/web/status/1724468217219801459 https://twitter.com/i/web/status/1724468217219801459"  
[X Link](https://x.com/kingdomcapadv/status/1724468217219801459)  2023-11-14T16:43Z 11.6K followers, [---] engagements


"@IncognitusC @GrandTokamak @MaverickValue The bigger issue is what cap rate are you applying to the $20m of SG&A"  
[X Link](https://x.com/kingdomcapadv/status/1797466092660789367)  2024-06-03T03:11Z 11.6K followers, [---] engagements


"The PR from $GENK today certainly sounds like they're considering the $CAVA approach at expansion (buy a underperformer like Zoe's and convert to their model). https://www.einnews.com/pr_news/730380662/gen-restaurant-group-inc-appoints-david-park-to-its-board-of-directors https://www.einnews.com/pr_news/730380662/gen-restaurant-group-inc-appoints-david-park-to-its-board-of-directors"  
[X Link](https://x.com/kingdomcapadv/status/1816500180784402666)  2024-07-25T15:46Z 11.6K followers, [----] engagements


"RE: $ECRO since I wrote it up someone shared the EIA data with me that shows what they've been selling coal for: $52 and $53/ton into Kemmerer in Q1 and Q2 this year is a lot higher than I was expecting https://www.eia.gov/coal/data/browser/#/shipments/plant/4162/freq=A&pin= @kingdomcapadv @eriksen_tim @1MainCapital @GreenhavenRoad @CrossroadsOnX $ECRO by Kingdom Capital Advisors Kingdom notes that the mine could be generating approximately $20 million in annual cash flow even though ECC Capital has a market cap of less than $10 million https://t.co/BiiD6lfrQx"  
[X Link](https://x.com/kingdomcapadv/status/1873774716991004768)  2024-12-30T16:54Z 11.6K followers, [----] engagements


"Congrats to whoever [--] bagged in the past year after they figured out what $ECRO buying Kemmerer could mean for the stock. Is the mine doing $25m/year in cash flow Look forward to the annual report in a couple months"  
[X Link](https://x.com/kingdomcapadv/status/1892968216403587098)  2025-02-21T16:02Z 11.6K followers, [----] engagements


"@6jykdryyb7 Have you read the $PFX filings about the arrangement They update the terms and amount quarterly"  
[X Link](https://x.com/kingdomcapadv/status/1893068047386050595)  2025-02-21T22:39Z 11.6K followers, [---] engagements


"If marginal thermal coal mines end up getting value out of this I know of one in Wyoming that is worth looking at $ECRO *TRUMP: WE NEED MORE THAN DOUBLE THE ELECTRICITY WE HAVE NOW *TRUMP: WE NEED MORE THAN DOUBLE THE ELECTRICITY WE HAVE NOW"  
[X Link](https://x.com/kingdomcapadv/status/1909699207365075277)  2025-04-08T20:05Z 11.6K followers, [----] engagements


"Trading for a $15m market cap today $ECRO $25m in book value (ex-nonrecourse VIEs) $19.5m FY24 net income from [--] months of Kemmerer ownership. Looks like NOLs getting deployed via $PFX relationship. This is bigger than an end-of-life mine https://www.otcmarkets.com/otcapi/company/financial-report/455023/content https://www.otcmarkets.com/otcapi/company/financial-report/455023/content"  
[X Link](https://x.com/kingdomcapadv/status/1912238853169246453)  2025-04-15T20:17Z 11.6K followers, 30.6K engagements


"My interest in $ECRO got me looking at $PFX which itself has a pretty interesting portfolio tied to some small and micro names like $ASPS $THRY $CPPTL $CBL etc. and trades at a mere 0.6x book value with aggressive buybacks & insider buying https://seekingalpha.com/article/4797604-phenixfin-trading-at-a-discount-to-book-with-hidden-tax-assets https://seekingalpha.com/article/4797604-phenixfin-trading-at-a-discount-to-book-with-hidden-tax-assets"  
[X Link](https://x.com/kingdomcapadv/status/1938335881980530874)  2025-06-26T20:37Z 11.6K followers, 11.7K engagements


"@BondKingJanusH1 @leevalueroach One of the best return track records of any land bank stock and people talk about them like this"  
[X Link](https://x.com/kingdomcapadv/status/1948093321970074068)  2025-07-23T18:50Z 11.6K followers, [---] engagements


"@RagweedCapital @leevalueroach Yeah $ECRO"  
[X Link](https://x.com/kingdomcapadv/status/1951246585234366968)  2025-08-01T11:40Z 11.6K followers, [---] engagements


"@hughieforbes If you're looking to add one that's overpriced check out $MVO"  
[X Link](https://x.com/kingdomcapadv/status/1953179139885941102)  2025-08-06T19:39Z 11.6K followers, [---] engagements


"@ToffCap Worth noting that the $500m of $PFX NOLs actually sits in their controlled $ECRO sub which has a $15m market cap. Same one that owns this coal mine: https://svinews.com/109766/lummis-welcomes-trump-labor-secretary-lori-chavez-deremer-to-kemmerer-touts-wyoming-coal/ https://svinews.com/109766/lummis-welcomes-trump-labor-secretary-lori-chavez-deremer-to-kemmerer-touts-wyoming-coal/"  
[X Link](https://x.com/kingdomcapadv/status/1955661040009810352)  2025-08-13T16:01Z 11.6K followers, [----] engagements


"Can they power it with Kemmerer coal $ECRO JUST IN: Wyoming becomes first US state to launch its own stablecoin. JUST IN: Wyoming becomes first US state to launch its own stablecoin"  
[X Link](https://x.com/kingdomcapadv/status/1957847930720649377)  2025-08-19T16:51Z 11.6K followers, [----] engagements


"@PantexCap If you believe this you should take a serious look at $AKA. Rolling out their Princess Polly store expansion comping well on very strong FY24 sales numbers execs given equity the requires $100 stock price to vest. Sub 10% float outside of PE and two founder owners"  
[X Link](https://x.com/kingdomcapadv/status/1960408941365490148)  2025-08-26T18:28Z 11.6K followers, [---] engagements


"@TarekAntaki @ClarkSquareCap They have - need about a 10% cap rate here on sales to get a meaningful return and I think thats a tough bar to clear with so much Denver exposure. $EQC had a double digit mark there with their liquidation I think"  
[X Link](https://x.com/kingdomcapadv/status/1960534436870807949)  2025-08-27T02:46Z 11.6K followers, [---] engagements


"@TarekAntaki @ClarkSquareCap Yeah - think the $CIO assets were better quality. Looks like the $EQC building sold for about a 12.5% cap in Denver which suggests the $FSP valuation is about right. I also have preferred $NLOP because they're cash generative while you wait. Good luck here"  
[X Link](https://x.com/kingdomcapadv/status/1960692175194202171)  2025-08-27T13:13Z 11.6K followers, [---] engagements


"@theotheraharon @vanckzhu @stoked_on_waves Sure throw $PGRE in there too why not"  
[X Link](https://x.com/kingdomcapadv/status/1967710369444663314)  2025-09-15T22:01Z 11.6K followers, [---] engagements


"@FishtownCap @catapultcap EBITDA should be over $400m next year on no growth and is seems like mid cycle here should be over $600m"  
[X Link](https://x.com/kingdomcapadv/status/1978788601392709897)  2025-10-16T11:42Z 11.6K followers, [---] engagements


"Yet to report: $PFX $85m MC $294m investments 45% discount to NAV 4% LTM ROE 5% PIK 47% credit/53% equity 2.5% non-accrual (cost)/0% FV 95% of listed BDCs have reported Q3 results. While private credit remains mired in negative sentiment third quarter results were broadly much better than expectations with average non-accruals declining -10bps to 1.6% while PIK increased +30bps to 8.3% NAV discounts remain https://t.co/beQH4kO9pA 95% of listed BDCs have reported Q3 results. While private credit remains mired in negative sentiment third quarter results were broadly much better than"  
[X Link](https://x.com/kingdomcapadv/status/1993685250535305609)  2025-11-26T14:16Z 11.6K followers, [----] engagements


"Really thought this was $THRY at first We are excited to announce a strategic partnership between OpenAI and Thrive Holdings. Through our partnership OpenAI will become an equity owner in Holdings and collectively we will set out to deliver frontier technology for our customers. For decades technology has We are excited to announce a strategic partnership between OpenAI and Thrive Holdings. Through our partnership OpenAI will become an equity owner in Holdings and collectively we will set out to deliver frontier technology for our customers. For decades technology has"  
[X Link](https://x.com/kingdomcapadv/status/1995500775431164270)  2025-12-01T14:30Z 11.6K followers, [----] engagements


"@marketplunger1 Took you long enough to join team $ECRO"  
[X Link](https://x.com/kingdomcapadv/status/1996398226937925880)  2025-12-04T01:56Z 11.6K followers, [----] engagements


"Old flame $DXLG now running on buyout rumors after delaying their print a second time. How the mighty have fallen since [----] Good to see $DXLG results today published at $0.27 in January and already up to $6. Debt paydown puts the EV at $400m and guidance raise keeps them 5-6x EBITDA 8x FCF. Might trade to $10 before the end of the year.wish I had kept full position https://t.co/eaL5Z0cKd3 Good to see $DXLG results today published at $0.27 in January and already up to $6. Debt paydown puts the EV at $400m and guidance raise keeps them 5-6x EBITDA 8x FCF. Might trade to $10 before the end of"  
[X Link](https://x.com/kingdomcapadv/status/1999194100688470217)  2025-12-11T19:06Z 11.6K followers, [----] engagements


"Nice to see $PFX got out of First Brands in time: My interest in $ECRO got me looking at $PFX which itself has a pretty interesting portfolio tied to some small and micro names like $ASPS $THRY $CPPTL $CBL etc. and trades at a mere 0.6x book value with aggressive buybacks & insider buying https://t.co/JNYLXzdB5D My interest in $ECRO got me looking at $PFX which itself has a pretty interesting portfolio tied to some small and micro names like $ASPS $THRY $CPPTL $CBL etc. and trades at a mere 0.6x book value with aggressive buybacks & insider buying https://t.co/JNYLXzdB5D"  
[X Link](https://x.com/kingdomcapadv/status/1999463740329345407)  2025-12-12T12:57Z 11.6K followers, [----] engagements


"@RealAssetsValue @scalphunter_ I've got about $1/share more from the remaining stabilized assets $2/share from the [----] vintage $2-3/share net from remaining portfolio/development assets/cash $3/share from Brickell/Chicago dividends Less $1/share to pay off pref Lands you $7-8 all in top end of range"  
[X Link](https://x.com/kingdomcapadv/status/2000931455191687442)  2025-12-16T14:10Z 11.6K followers, [---] engagements


"One of the worst parts of FinTwit is the discontent. If you can make IB money and not think youre rich youll never be happy. We end up in insane conversations about if $15m is enough to quit your job and if $200k/year income is the new poverty line. Greed can destroy you. If you are the 1% of the 1% of the 1% in investment banking you can get rich Otherwise its at best a path to middle upper class living in the most expensive cities in the country I did it and had no interest to keep going once I made this realization. Its a hamster wheel in If you are the 1% of the 1% of the 1% in investment"  
[X Link](https://x.com/kingdomcapadv/status/2014415769442959553)  2026-01-22T19:12Z 11.6K followers, 52.9K engagements


"Which companies are most worth meeting with at ICR this year"  
[X Link](https://x.com/kingdomcapadv/status/2008925283525460035)  2026-01-07T15:34Z 11.6K followers, [----] engagements


"Anyway heres my piece on the QVC setup: $QVCGA $QVCGB $QVCGP $QVCC $QVCD https://seekingalpha.com/article/4794324-qvc-group-at-a-crossroads-time-for-some-game-theory https://seekingalpha.com/article/4794324-qvc-group-at-a-crossroads-time-for-some-game-theory"  
[X Link](https://x.com/kingdomcapadv/status/1933124449945243696)  2025-06-12T11:29Z 11.6K followers, [----] engagements


"@BobGrayson15 @leevalueroach No LamboCoin treasury a huge oversight"  
[X Link](https://x.com/kingdomcapadv/status/1965438434216149348)  2025-09-09T15:33Z 11.6K followers, [--] engagements


"@one_foothurdle @nbeachny The numbers from @nbeachny above are pretty much the same as what I had. Im higher on Omnicom lower on Donnelly etc. but comes out pretty close"  
[X Link](https://x.com/kingdomcapadv/status/2013958423579123939)  2026-01-21T12:54Z 11.6K followers, [---] engagements


"A new Tom Ward SmashCo Mach Natural Resources $MNR is going public today with legacy ownership only a PE bro could love (note public isn't getting GP): Quick overview of the assets compared to smaller MidCon operators $SD and $UNTC using MNR S-1 data: https://x.com/WAR527/status/1715436750623948979s=20 Perhaps a better illustration with % ownership by the various contributors: https://t.co/oAxzjmJoyF https://x.com/WAR527/status/1715436750623948979s=20 Perhaps a better illustration with % ownership by the various contributors: https://t.co/oAxzjmJoyF"  
[X Link](https://x.com/kingdomcapadv/status/1717201185856278623)  2023-10-25T15:27Z 11.6K followers, 25.8K engagements


"Company waits all of [---] weeks to do their first big M&A with a $825m acquisition in Oklahoma $MNR https://crweworld.com/article/news-provided-by-pr-newswire/3222398/mach-natural-resources-adds-accretive-acquisition-in-anadarko-basin A new Tom Ward SmashCo Mach Natural Resources $MNR is going public today with legacy ownership only a PE bro could love (note public isn't getting GP): https://t.co/NcNcgAQCHI Quick overview of the assets compared to smaller MidCon operators $SD and $UNTC using MNR S-1 data:"  
[X Link](https://x.com/kingdomcapadv/status/1724072311811088612)  2023-11-13T14:30Z 11.6K followers, [----] engagements


"Gonna be the same as stuff like $CLBR or $CCCM - lots of people want to own this at $10 with a floor and dump it on retail when the floor goes away. Not good for markets but where the incentive to change You can put anything in a S-1 these days lmao Tbh if youre dumb enough to get behind anything that the king grifter Chamath is backing knowing his SPAC history and desire to steal your money its impossible to feel bad for you. Natural selection https://t.co/0Y9zvGOdSl You can put anything in a S-1 these days lmao Tbh if youre dumb enough to get behind anything that the king grifter Chamath is"  
[X Link](https://x.com/kingdomcapadv/status/1957922252177174725)  2025-08-19T21:46Z 11.6K followers, [----] engagements


"$2 a share coming from Brickell. So low end of range is $3.75*150 = $562m value Lets say $90m NOI ($675m debt) plus 34th which we mark at $30m after $165m debt. Preferred and development pipeline cancel each other out (150m each) Remaining cash/notes/investments cancelled by other liabilities and wind down costs (180m ish each) So ($90m *94% (property management) / cap rate) -$675 = $532 gets you a [--] cap which is worse than Boston without adjusting for property management"  
[X Link](https://x.com/kingdomcapadv/status/1988797245743899089)  2025-11-13T02:33Z 11.6K followers, [----] engagements


"Okay - sorry. Have been marking 34th street planned investment as "debt" which gave me a higher number forgot I was backing that extra out. So yeah $788m is fine 6.4% cap at low end after property management (same as Boston). I'm also netting out some fake liabilities and ignoring "assets" like the transferrable debt. https://twitter.com/i/web/status/1988989769448128513 https://twitter.com/i/web/status/1988989769448128513"  
[X Link](https://x.com/kingdomcapadv/status/1988989769448128513)  2025-11-13T15:18Z 11.6K followers, [---] engagements


"@ShaleTier7 The fellows at $VTNR went under too soon to bid $50m"  
[X Link](https://x.com/kingdomcapadv/status/2016237553414803684)  2026-01-27T19:51Z 11.6K followers, [---] engagements


"@HatfieldCapital @DarkfireCapital So did the general"  
[X Link](https://x.com/kingdomcapadv/status/2017014701612282080)  2026-01-29T23:19Z 11.6K followers, [---] engagements


"Think we're at the point where $X is a buy even if the Nippon deal doesn't go through"  
[X Link](https://x.com/kingdomcapadv/status/1791565711925457075)  2024-05-17T20:25Z 11.6K followers, 16.9K engagements


"@boujee_banker $MMTRS music royalties $ACTG has a large portion of IP licensing"  
[X Link](https://x.com/kingdomcapadv/status/1927221983017648380)  2025-05-27T04:35Z 11.6K followers, [---] engagements


"@violacapital How are you modeling the bank monetizing They get some $$ for a stake in the originator platform and sell majority of the receivables"  
[X Link](https://x.com/kingdomcapadv/status/1990905389127528755)  2025-11-18T22:10Z 11.6K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing