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# ![@marginofdanger Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1592654819147149312.png) @marginofdanger marginofdanger

marginofdanger posts on X about reit, $alex, business, $boivf the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1592654819147149312/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1592654819147149312/c:line/m:interactions.svg)

- X Week XXXXXX +1,359%
- X Month XXXXXX +41%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1592654819147149312/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1592654819147149312/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XX +32%
- X Months XXX +32%
- X Year XXX +18%

### Followers: XXXXX [#](/creator/twitter::1592654819147149312/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1592654819147149312/c:line/m:followers.svg)

- X Week XXXXX +0.42%
- X Month XXXXX +0.51%
- X Months XXXXX +8.80%
- X Year XXXXX +46%

### CreatorRank: XXXXXXX [#](/creator/twitter::1592654819147149312/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1592654819147149312/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #4571 [finance](/list/finance)  XX% [stocks](/list/stocks)  XX%

**Social topic influence**
[reit](/topic/reit) #5, [$alex](/topic/$alex) #4, [business](/topic/business) #3889, [$boivf](/topic/$boivf) 10%, [$600mm](/topic/$600mm) 10%, [$trc](/topic/$trc) 10%, [$2120share](/topic/$2120share) 10%, [$tipt](/topic/$tipt) 10%, [$18share](/topic/$18share) 10%, [tangible](/topic/tangible) XX%

**Top accounts mentioned or mentioned by**
[@ron284ron](/creator/undefined) [@acapitallp](/creator/undefined) [@thepupil11](/creator/undefined) [@mrneutralman](/creator/undefined) [@stockspinoffss](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@cryptoreview24](/creator/undefined) [@terribadrob](/creator/undefined) [@vik_mittal](/creator/undefined)

**Top assets mentioned**
[ALEX Lab (ALEX)](/topic/$alex) [MetaTrace (TRC)](/topic/$trc)
### Top Social Posts
Top posts by engagements in the last XX hours

"$ALEX is a pure play Hawaiian REIT with a portfolio of irreplaceable trophy assets primarily grocery anchored centers industrial parks and ground leases. Think of their cash flows as turbocharged treasuries with growth The business is subscale for the REIT universe and basically just below the radar as it backdoored into the REIT market by divesting its non-core taxable assets. This year the business has been doing fine and the company has beaten and raised throughout the year. The business is also underleveraged (mid 3s vs target range of 5-6x). On the most recent call they said they were"  
[X Link](https://x.com/marginofdanger/status/1986559602440479100)  2025-11-06T22:21Z 6858 followers, 24.2K engagements


"@ACapitalLP @stockspinoffss Or maybe they'll create value and it'll trade even better. This is not a bad management team:"  
[X Link](https://x.com/marginofdanger/status/1989810105655988512)  2025-11-15T21:37Z 6858 followers, XXX engagements


"Must be extreme fatigue in the $BOIVF structure when leak of judge decision causes Vivendi stock to go down XX% (good for Bollore) and $BOIVF has zero reaction"  
[X Link](https://x.com/marginofdanger/status/1991935200855732383)  2025-11-21T18:22Z 6857 followers, 4953 engagements


"$600mm casino opening a few miles north of $TRC next month"  
[X Link](https://x.com/marginofdanger/status/1979959301608505520)  2025-10-19T17:14Z 6857 followers, 3271 engagements


"$ALEX getting acquired by Blackstone for $21.20/share"  
[X Link](https://x.com/marginofdanger/status/1998160419270365671)  2025-12-08T22:39Z 6857 followers, 13.1K engagements


"$TIPT stock has dipped below $18/share post the shareholder vote to approve the Fortegra sale. My gut feeling is that Veradace and maybe some other likeminded shareholders are punting. As a reminder pro forma tangible book value per share is $24.60/share once the sale closes in mid 2026. Expect another XX months for management to deploy the cash into an insurance company acquisition (or something else). If we assume this converges to TBV by 12/31/26 the IRR is 36%. If we assume this converges to XX% of TBV by 6/30/27 the IRR is 15%. Pretty good risk/reward with pro forma cash providing 1.4x"  
[X Link](https://x.com/marginofdanger/status/1998529472447000693)  2025-12-09T23:05Z 6857 followers, 3030 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@marginofdanger Avatar @marginofdanger marginofdanger

marginofdanger posts on X about reit, $alex, business, $boivf the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

Engagements Line Chart

  • X Week XXXXXX +1,359%
  • X Month XXXXXX +41%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XX +32%
  • X Months XXX +32%
  • X Year XXX +18%

Followers: XXXXX #

Followers Line Chart

  • X Week XXXXX +0.42%
  • X Month XXXXX +0.51%
  • X Months XXXXX +8.80%
  • X Year XXXXX +46%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies #4571 finance XX% stocks XX%

Social topic influence reit #5, $alex #4, business #3889, $boivf 10%, $600mm 10%, $trc 10%, $2120share 10%, $tipt 10%, $18share 10%, tangible XX%

Top accounts mentioned or mentioned by @ron284ron @acapitallp @thepupil11 @mrneutralman @stockspinoffss @kingdomcapadv @cryptoreview24 @terribadrob @vik_mittal

Top assets mentioned ALEX Lab (ALEX) MetaTrace (TRC)

Top Social Posts

Top posts by engagements in the last XX hours

"$ALEX is a pure play Hawaiian REIT with a portfolio of irreplaceable trophy assets primarily grocery anchored centers industrial parks and ground leases. Think of their cash flows as turbocharged treasuries with growth The business is subscale for the REIT universe and basically just below the radar as it backdoored into the REIT market by divesting its non-core taxable assets. This year the business has been doing fine and the company has beaten and raised throughout the year. The business is also underleveraged (mid 3s vs target range of 5-6x). On the most recent call they said they were"
X Link 2025-11-06T22:21Z 6858 followers, 24.2K engagements

"@ACapitalLP @stockspinoffss Or maybe they'll create value and it'll trade even better. This is not a bad management team:"
X Link 2025-11-15T21:37Z 6858 followers, XXX engagements

"Must be extreme fatigue in the $BOIVF structure when leak of judge decision causes Vivendi stock to go down XX% (good for Bollore) and $BOIVF has zero reaction"
X Link 2025-11-21T18:22Z 6857 followers, 4953 engagements

"$600mm casino opening a few miles north of $TRC next month"
X Link 2025-10-19T17:14Z 6857 followers, 3271 engagements

"$ALEX getting acquired by Blackstone for $21.20/share"
X Link 2025-12-08T22:39Z 6857 followers, 13.1K engagements

"$TIPT stock has dipped below $18/share post the shareholder vote to approve the Fortegra sale. My gut feeling is that Veradace and maybe some other likeminded shareholders are punting. As a reminder pro forma tangible book value per share is $24.60/share once the sale closes in mid 2026. Expect another XX months for management to deploy the cash into an insurance company acquisition (or something else). If we assume this converges to TBV by 12/31/26 the IRR is 36%. If we assume this converges to XX% of TBV by 6/30/27 the IRR is 15%. Pretty good risk/reward with pro forma cash providing 1.4x"
X Link 2025-12-09T23:05Z 6857 followers, 3030 engagements

creator/x::marginofdanger
/creator/x::marginofdanger