[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.] #  @qualitybargain LTValue LTValue posts on X about market cap, stocks, debt, $123m the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::4544713933/interactions)  - X Week XXXXX +51% - X Month XXXXXX -XX% - X Months XXXXXXX +75% - X Year XXXXXXX +9,434% ### Mentions: X [#](/creator/twitter::4544713933/posts_active)  - X Months XX -XXXX% - X Year XX +523% ### Followers: XXXXX [#](/creator/twitter::4544713933/followers)  - X Week XXXXX +0.46% - X Month XXXXX +9.30% - X Months XXXXX +191% - X Year XXXXX +1,362% ### CreatorRank: XXXXXXX [#](/creator/twitter::4544713933/influencer_rank)  ### Social Influence [#](/creator/twitter::4544713933/influence) --- **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [currencies](/list/currencies) [technology brands](/list/technology-brands) **Social topic influence** [market cap](/topic/market-cap), [stocks](/topic/stocks), [debt](/topic/debt), [$123m](/topic/$123m), [$052330ks](/topic/$052330ks), [$hwm](/topic/$hwm), [$42bn](/topic/$42bn), [$fnf](/topic/$fnf), [fidelity national](/topic/fidelity-national), [life insurance](/topic/life-insurance) **Top assets mentioned** [Howmet Aerospace Inc (HWM)](/topic/$hwm) [Fidelity National Financial, Inc. (FNF)](/topic/$fnf) [F&G Annuities & Life, Inc. (FG)](/topic/$fg) [General Electric Company (GE)](/topic/$ge) [Boeing Co (BA)](/topic/$ba) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts [#](/creator/twitter::4544713933/posts) --- Top posts by engagements in the last XX hours "Not finding much of anything that looks attractive in quality compounder land at the moment. And not for lack of trying. Valuation vs. growth expectations of some UK stocks like Compass and Relx look ok and they aren't PMI/rate sensitive so should hold up well and continue to grow earnings. But not very exciting. 10-15% IRR type stocks. Then most of similar non-cyclical stocks in the US are on very extended multiples. I do like Rolls Royce $RR.LN $UBER and $TASE.IT as growth + self-help stories with insulation from general economy but need big balls/conviction on the earnings outlook as NTM"  [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1945254316769730821) 2025-07-15 22:49:04 UTC 2220 followers, 2215 engagements "Have just had a read and looked at numbers Backsolving for XX% 3yr IRR at today's price of XXX XX% payout ratio and paid end of period for simplicity and assuming 8x NTM PE exit multiple implies cut to VA consensus across FY26-28 as of 16-July of XX% in each yr. That's a big cut There is probably X% more of consensus downgrades to FY26-28 to go. At 8x exit is XXXX% IRR and 10x is XXXX% (incl. dividends). Clearly market is concerned about continued earnings downgrades. What's your view on likelihood/severity Any sense of the quality of the stores and assortment From GSR report: "We are"  [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1945332603453939994) 2025-07-16 04:00:09 UTC 2219 followers, XXX engagements "Kortek Corp $052330.KS - showed up on a NCAV screen looked interesting after reading for 30mins so sharing here. Microcap Korean net-net. Market cap US$123m float XX% of sh/out. Market cap today is XX% of NCAV with cash being XX% of NCAV. Current debt KRW 33.3bn non-current KRW 5.6bn against cash of KRW 99.5bn. Also has KRW 35.6bn of short-term deposits not incl. in cash equivalents. Manufactures industrial monitors for casino slot machines (has had global #1 market share for XX consecutive years) as well as medical retail/advertising and aviation control centres. Unsure of the mix. Most"  [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1945453648290746532) 2025-07-16 12:01:09 UTC 2227 followers, XXX engagements "I also cover $HWM FY25 EPS consensus is $XXXX I sit MSD above that and still think there's room for more positive revisions (they tend to guide conservatively but beat/raise through the year). FY26 consensus incremental EBITDA margin is XXXX% which implies decrease towards more normal level of price/margin gains vs. the XX% they've done over the last X quarters. Feels appropriate given FY25 will be a tough comp (recent blow-out margin results has largely been from re-setting the LTA contracts higher and that can't keep going on forever). They also talked about market should not expect XX% in"  [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1944585394940719430) 2025-07-14 02:31:01 UTC 2206 followers, XXX engagements "Has anyone looked at $FG the life insurance and fixed annuities business which is XX% owned by the title insurance business Fidelity National $FNF Showed up on one of my screens so I had a look at it Trades cheap at 0.7x BV (price $XXXXX vs. Q1 2025 BVPSof $43.31) after a weak Q1 (which mgmt see as short term) and not helped by poor free float (US$4.2bn market cap but only 21.2m out of 134.8m shares trade). Generates XX% ROE not a great business but could re-rate higher over time if they shift to more institutional flows and gain owned distribution both are higher margin. CEO and other"  [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1942768853190390081) 2025-07-09 02:12:44 UTC 2209 followers, 1802 engagements "Ming Fai Group $3828.HK - another one from NCAV screening US$80m market cap only XX% of free float. Has been highlighted before on here by several people incl. @MikeFritzell Manufacturer of consumable amenity products and accessories for hotel hospitality and travel industries (e.g. soaps toothbrushes slippers etc.). Has been a leading supplier for XX yrs. Production is based in Cambodia. Mostly weighted to hospitality supplies which is XX% of revenue and EBITDA. Geographic exposure to China and HK is largest at XX% and XX% but then also diversified across Europe North America other Asia."  [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1945656985434968482) 2025-07-17 01:29:08 UTC 2227 followers, 2312 engagements "From recent Hohn interviews he mentions narrow-body aerospace engines as an example quality investment thesis that he likes. Easy to look at the TCI 13F and see they have a very large position in $GE. Here is a basic learning plan for someone ramping up on this space. Must reads: Boeing and Airbus -- understand backlog and build rate dynamics. GE and Safran -- engine OEMs (CFM JV) at centre of the ecosystem. Also look at P&W (sits within RTX). Howmet -- key manufacturer of engine airfoils (other major player is PCC - owned by Berkshire). Other (optional): Rolls Royce -- key wide-body engine"  [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1924233389005275400) 2025-05-18 22:39:25 UTC 2224 followers, 40.2K engagements "Been doing some work on $UBER recently. Interesting to see how some of the Street doesnt model cash tax properly or account for it in valuation. Uber after years of losses turned GAAP profitable for the first time in 2023 and more meaningfully so in 2024. In the 10k they disclose $10.6bn of US federal/state NOLs and R&D credits. The majority are now considered 'more likely than not' to be realisable and most have unlimited carryforward (i.e. no expiry date). There are also sizable Dutch NOLs but I'm ignoring those as they aren't confident in being able to use the majority of these. This means"  [@qualitybargain](/creator/x/qualitybargain) on [X](/post/tweet/1943213017283596504) 2025-07-10 07:37:41 UTC 2227 followers, 3685 engagements
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@qualitybargain LTValue
LTValue posts on X about market cap, stocks, debt, $123m the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +51%
- X Month XXXXXX -XX%
- X Months XXXXXXX +75%
- X Year XXXXXXX +9,434%
Mentions: X #
- X Months XX -XXXX%
- X Year XX +523%
Followers: XXXXX #
- X Week XXXXX +0.46%
- X Month XXXXX +9.30%
- X Months XXXXX +191%
- X Year XXXXX +1,362%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance stocks currencies technology brands
Social topic influence market cap, stocks, debt, $123m, $052330ks, $hwm, $42bn, $fnf, fidelity national, life insurance
Top assets mentioned Howmet Aerospace Inc (HWM) Fidelity National Financial, Inc. (FNF) F&G Annuities & Life, Inc. (FG) General Electric Company (GE) Boeing Co (BA) Uber Technologies, Inc. (UBER)
Top Social Posts #
Top posts by engagements in the last XX hours
"Not finding much of anything that looks attractive in quality compounder land at the moment. And not for lack of trying. Valuation vs. growth expectations of some UK stocks like Compass and Relx look ok and they aren't PMI/rate sensitive so should hold up well and continue to grow earnings. But not very exciting. 10-15% IRR type stocks. Then most of similar non-cyclical stocks in the US are on very extended multiples. I do like Rolls Royce $RR.LN $UBER and $TASE.IT as growth + self-help stories with insulation from general economy but need big balls/conviction on the earnings outlook as NTM"
@qualitybargain on X 2025-07-15 22:49:04 UTC 2220 followers, 2215 engagements
"Have just had a read and looked at numbers Backsolving for XX% 3yr IRR at today's price of XXX XX% payout ratio and paid end of period for simplicity and assuming 8x NTM PE exit multiple implies cut to VA consensus across FY26-28 as of 16-July of XX% in each yr. That's a big cut There is probably X% more of consensus downgrades to FY26-28 to go. At 8x exit is XXXX% IRR and 10x is XXXX% (incl. dividends). Clearly market is concerned about continued earnings downgrades. What's your view on likelihood/severity Any sense of the quality of the stores and assortment From GSR report: "We are" @qualitybargain on X 2025-07-16 04:00:09 UTC 2219 followers, XXX engagements
"Kortek Corp $052330.KS - showed up on a NCAV screen looked interesting after reading for 30mins so sharing here. Microcap Korean net-net. Market cap US$123m float XX% of sh/out. Market cap today is XX% of NCAV with cash being XX% of NCAV. Current debt KRW 33.3bn non-current KRW 5.6bn against cash of KRW 99.5bn. Also has KRW 35.6bn of short-term deposits not incl. in cash equivalents. Manufactures industrial monitors for casino slot machines (has had global #1 market share for XX consecutive years) as well as medical retail/advertising and aviation control centres. Unsure of the mix. Most" @qualitybargain on X 2025-07-16 12:01:09 UTC 2227 followers, XXX engagements
"I also cover $HWM FY25 EPS consensus is $XXXX I sit MSD above that and still think there's room for more positive revisions (they tend to guide conservatively but beat/raise through the year). FY26 consensus incremental EBITDA margin is XXXX% which implies decrease towards more normal level of price/margin gains vs. the XX% they've done over the last X quarters. Feels appropriate given FY25 will be a tough comp (recent blow-out margin results has largely been from re-setting the LTA contracts higher and that can't keep going on forever). They also talked about market should not expect XX% in" @qualitybargain on X 2025-07-14 02:31:01 UTC 2206 followers, XXX engagements
"Has anyone looked at $FG the life insurance and fixed annuities business which is XX% owned by the title insurance business Fidelity National $FNF Showed up on one of my screens so I had a look at it Trades cheap at 0.7x BV (price $XXXXX vs. Q1 2025 BVPSof $43.31) after a weak Q1 (which mgmt see as short term) and not helped by poor free float (US$4.2bn market cap but only 21.2m out of 134.8m shares trade). Generates XX% ROE not a great business but could re-rate higher over time if they shift to more institutional flows and gain owned distribution both are higher margin. CEO and other" @qualitybargain on X 2025-07-09 02:12:44 UTC 2209 followers, 1802 engagements
"Ming Fai Group $3828.HK - another one from NCAV screening US$80m market cap only XX% of free float. Has been highlighted before on here by several people incl. @MikeFritzell Manufacturer of consumable amenity products and accessories for hotel hospitality and travel industries (e.g. soaps toothbrushes slippers etc.). Has been a leading supplier for XX yrs. Production is based in Cambodia. Mostly weighted to hospitality supplies which is XX% of revenue and EBITDA. Geographic exposure to China and HK is largest at XX% and XX% but then also diversified across Europe North America other Asia." @qualitybargain on X 2025-07-17 01:29:08 UTC 2227 followers, 2312 engagements
"From recent Hohn interviews he mentions narrow-body aerospace engines as an example quality investment thesis that he likes. Easy to look at the TCI 13F and see they have a very large position in $GE. Here is a basic learning plan for someone ramping up on this space. Must reads: Boeing and Airbus -- understand backlog and build rate dynamics. GE and Safran -- engine OEMs (CFM JV) at centre of the ecosystem. Also look at P&W (sits within RTX). Howmet -- key manufacturer of engine airfoils (other major player is PCC - owned by Berkshire). Other (optional): Rolls Royce -- key wide-body engine" @qualitybargain on X 2025-05-18 22:39:25 UTC 2224 followers, 40.2K engagements
"Been doing some work on $UBER recently. Interesting to see how some of the Street doesnt model cash tax properly or account for it in valuation. Uber after years of losses turned GAAP profitable for the first time in 2023 and more meaningfully so in 2024. In the 10k they disclose $10.6bn of US federal/state NOLs and R&D credits. The majority are now considered 'more likely than not' to be realisable and most have unlimited carryforward (i.e. no expiry date). There are also sizable Dutch NOLs but I'm ignoring those as they aren't confident in being able to use the majority of these. This means" @qualitybargain on X 2025-07-10 07:37:41 UTC 2227 followers, 3685 engagements