# ![@researchne89461 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1939641894654603264.png) @researchne89461 ShowMeTheIncentives

ShowMeTheIncentives posts on X about $bl, acquisition, $shen, ceo the most. They currently have [--] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1939641894654603264/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939641894654603264/c:line/m:interactions.svg)

- [--] Week [---] -17%
- [--] Month [-----] -85%
- [--] Months [------] +3,329%

### Mentions: [--] [#](/creator/twitter::1939641894654603264/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939641894654603264/c:line/m:posts_active.svg)

- [--] Month [--] -20%
- [--] Months [--] +1,900%

### Followers: [--] [#](/creator/twitter::1939641894654603264/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939641894654603264/c:line/m:followers.svg)

- [--] Week [--] +3.10%
- [--] Month [--] +11%
- [--] Months [--] +4,850%

### CreatorRank: undefined [#](/creator/twitter::1939641894654603264/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1939641894654603264/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [exchanges](/list/exchanges)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[$bl](/topic/$bl), [acquisition](/topic/acquisition), [$shen](/topic/$shen), [ceo](/topic/ceo), [$rpd](/topic/$rpd), [bl](/topic/bl), [$fonr](/topic/$fonr), [note](/topic/note), [$hsic](/topic/$hsic), [nasdaq](/topic/nasdaq)

**Top accounts mentioned or mentioned by**
[@acidinvestments](/creator/undefined) [@investspecial](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@acapitallp](/creator/undefined) [@dirtcheapbanks](/creator/undefined) [@clarksquarecap](/creator/undefined) [@offthetape](/creator/undefined) [@0xmerridew](/creator/undefined) [@valuedontlie](/creator/undefined) [@dannyocean555](/creator/undefined) [@showmetheincentivesnotep180133641utmsourcenotesshareactionr4r7g5k](/creator/undefined) [@17](/creator/undefined) [@aggiecapitalist](/creator/undefined) [@spookyjl](/creator/undefined) [@beaniemaxi](/creator/undefined) [@boxlongs](/creator/undefined) [@endthepods](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@a1b1c67eudhhd](/creator/undefined) [@sbumok](/creator/undefined)

**Top assets mentioned**
[BlackLine, Inc. Common Stock (BL)](/topic/$bl) [Rapids (RPD)](/topic/$rpd) [Henry Schein, Inc. (HSIC)](/topic/$hsic) [NSTS Bancorp, Inc. (NSTS)](/topic/$nsts) [Integral Ad Science Holding Corp. (IAS)](/topic/$ias) [Sylvamo Corporation (SLVM)](/topic/$slvm) [Tenable Holdings, Inc. (TENB)](/topic/$tenb) [SAP SE (SAP)](/topic/sap-se) [National Health Investors (NHI)](/topic/$nhi) [Hologic, Inc. (HOLX)](/topic/$holx) [PotlatchDeltic Corporation Common Stock (PCH)](/topic/$pch) [Qorvo Inc (QRVO)](/topic/$qrvo) [ArchLoot (AL)](/topic/$al) [Loaded Lions (LION)](/topic/$lion) [Forward Air Corp (FWRD)](/topic/$fwrd) [FIVE9, INC. (FIVN)](/topic/$fivn) [Brookdale Senior Living, Inc. (BKD)](/topic/$bkd) [LKQ Corporation (LKQ)](/topic/$lkq) [Riskified Ltd. (RSKD)](/topic/$rskd) [SuperWalk (GRND)](/topic/$grnd) [Generation Bio Co. (GBIO)](/topic/$gbio) [TaskUs, Inc.  (TASK)](/topic/taskus-inc) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://open.substack.com/pub/researchnewsletters1/p/shenandoah-telecommunications-nasdaqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/researchnewsletters1/p/shenandoah-telecommunications-nasdaqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1957819029222994128)  2025-08-19T14:56Z [--] followers, [---] engagements


"ECP chipping away. Another 30k shares. $SHEN https://www.sec.gov/Archives/edgar/data/354963/000164117225024983/xslF345X05/ownership.xml My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5 https://www.sec.gov/Archives/edgar/data/354963/000164117225024983/xslF345X05/ownership.xml My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a"  
[X Link](https://x.com/researchne89461/status/1958467409360068978)  2025-08-21T09:53Z [--] followers, [--] engagements


"@ClarkSquareCap $RPD Off the radar cybersecurity software co. whos business is inflecting. Add to that significant activist pressure from Jana insider alignment & 10% FCF Yield. Bonus points for Cannae interest to participate in a potential acquisition of the Issuer Link in bio"  
[X Link](https://x.com/researchne89461/status/1960594381234429964)  2025-08-27T06:45Z [--] followers, [---] engagements


"@AggieCapitalist Why $RTO"  
[X Link](https://x.com/researchne89461/status/1940359467599843422)  2025-07-02T10:38Z [--] followers, [---] engagements


"BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an Exit Specialist at the Helm the company looks primed for a takeover $BL BL https://researchnewsletters1.substack.com/p/blackline-inc-and-the-exit-specialistr=4r7g5k https://researchnewsletters1.substack.com/p/blackline-inc-and-the-exit-specialistr=4r7g5k"  
[X Link](https://x.com/anyuser/status/1954936604184961203)  2025-08-11T16:03Z [--] followers, [---] engagements


"@zoomyzoomm @spooky_JL $FWRD [--] Omni Logistics. Absolute Shocker"  
[X Link](https://x.com/researchne89461/status/1960345460461240662)  2025-08-26T14:15Z [--] followers, [---] engagements


"$RPD Wrote a note on Rapid7 & why I think it's an interesting situation. Let me know your thoughts Any & All Feedback welcome #JANA #CANNAE #UBS #MERGER #RPD $RPD RPD #SHOWMETHEINCENTIVES https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k"  
[X Link](https://x.com/anyuser/status/1960347413962477819)  2025-08-26T14:23Z [--] followers, [---] engagements


"@zoomyzoomm Rapid7 Inc $RPD https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1960442704149799313)  2025-08-26T20:42Z [--] followers, [--] engagements


"Yahoo Finance & Insider Monkey quoting me I know it's just an AI scrape but it's better than nothing https://finance.yahoo.com/news/blackline-inc-bl-bull-case-153223943.html BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an Exit Specialist at the Helm the company looks primed for a takeover $BL BL https://t.co/HIZroLBWzx https://finance.yahoo.com/news/blackline-inc-bl-bull-case-153223943.html BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an"  
[X Link](https://x.com/researchne89461/status/1966175830658396570)  2025-09-11T16:23Z [--] followers, [---] engagements


"@InvestSpecial Thanks for the response Dalius. Yes the business has pivoted & the fundamentals are changing. Likely the buyers balked at the price in '23 the ask is much more reasonable now. Most importantly Jana Cannae & the CEO stand to benefit substantially"  
[X Link](https://x.com/researchne89461/status/1970018221018542577)  2025-09-22T06:51Z [--] followers, [--] engagements


"@InvestSpecial Itd make my day if you could read my write up & subscribe https://open.substack.com/pub/researchnewsletters1/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/researchnewsletters1/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1970018742605172845)  2025-09-22T06:54Z [--] followers, [---] engagements


"My latest write up is on $YEXT The CEO wants to take it out for $9. https://open.substack.com/pub/researchnewsletters1/p/yext-inc-yextr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/researchnewsletters1/p/yext-inc-yextr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/researchne89461/status/1970172879749947807)  2025-09-22T17:06Z [--] followers, [----] engagements


"@acidinvestments Yup agreed. Was hoping for more. On to the next one. $BL $SHEN $RPD $HSIC $YEXT"  
[X Link](https://x.com/researchne89461/status/1970831154795393026)  2025-09-24T12:42Z [--] followers, [---] engagements


"@acidinvestments I think Blackline. $BL or $YEXT . $SHEN will probably be a slow burn. Need to add $RSKD to the list. Thanks"  
[X Link](https://x.com/researchne89461/status/1970851720302621116)  2025-09-24T14:04Z [--] followers, [---] engagements


"My latest note is on $FONR . Definitely an interesting one. Be careful out there https://open.substack.com/pub/researchnewsletters1/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/researchnewsletters1/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/1975104646340657291)  2025-10-06T07:43Z [--] followers, [----] engagements


"@beaniemaxi Agreed. https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1977649406712393792)  2025-10-13T08:15Z [--] followers, [--] engagements


"@BoxLongs Agreed. Think $30 would do it. https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1977649852747338114)  2025-10-13T08:17Z [--] followers, [--] engagements


"@acidinvestments With you on $FWRD bags (unfortunately). Don't like $GRND though. Super dodgy "we have to sell coz margin call" thesis"  
[X Link](https://x.com/researchne89461/status/1979199787535573364)  2025-10-17T14:56Z [--] followers, [----] engagements


"@acidinvestments $YEXT & $FONR both pretty interesting. I think they'll get resolved before y/e"  
[X Link](https://x.com/researchne89461/status/1981390251462455601)  2025-10-23T16:00Z [--] followers, [---] engagements


"@acidinvestments 🫡 https://open.substack.com/pub/showmetheincentives/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1981391027572527145)  2025-10-23T16:03Z [--] followers, [---] engagements


"@acidinvestments Heeeeeey Awesome thanks 🙌"  
[X Link](https://x.com/researchne89461/status/1981393343222604065)  2025-10-23T16:12Z [--] followers, [--] engagements


"@Off_The_Tape I didn't have $SAP on my bingo card but I'd take it 😅 https://open.substack.com/pub/showmetheincentives/p/blackline-inc-and-the-exit-specialistutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/blackline-inc-and-the-exit-specialistutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1983148358752711142)  2025-10-28T12:26Z [--] followers, [---] engagements


"@EndThePods @acidinvestments Have you looked at $HDSN Might be totally different ballpark but figured I'd ask anyway"  
[X Link](https://x.com/researchne89461/status/1985767009670386003)  2025-11-04T17:52Z [--] followers, [---] engagements


"@joinyellowbrick @a1b1c67eudhhd @Sbu_Mok @nicholasp66 @ClarkSquareCap I do That's me 😁 https://open.substack.com/pub/showmetheincentives/p/blackline-inc-and-the-exit-specialistutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/blackline-inc-and-the-exit-specialistutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1986784186317824189)  2025-11-07T13:13Z [--] followers, [--] engagements


"@mentalmodelcap https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1987112482922533205)  2025-11-08T10:58Z [--] followers, [--] engagements


"$FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters. My latest note is on $FONR . Definitely an interesting one. Be careful out there https://t.co/EUs4HxOMB8 https://t.co/QvvJCwbHfH My latest note is on $FONR . Definitely an interesting one. Be careful out there https://t.co/EUs4HxOMB8 https://t.co/QvvJCwbHfH"  
[X Link](https://x.com/anyuser/status/1987880517413294556)  2025-11-10T13:50Z [--] followers, [---] engagements


"$BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it has maintained an independent strategic committee of the Board. for more than a year. Current members. are David Henshall who is serving as Chairperson Greg Hughes & Tom Unterman. BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an Exit Specialist at the Helm the company looks primed for a takeover $BL BL https://t.co/HIZroLBWzx BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale."  
[X Link](https://x.com/anyuser/status/1987884494045528331)  2025-11-10T14:06Z [--] followers, [---] engagements


"@Off_The_Tape + $GBIO (maybe too small for you) $SLVM (poison pill) $FONR (CEO comment re: price)"  
[X Link](https://x.com/researchne89461/status/1988219491239796996)  2025-11-11T12:17Z [--] followers, [---] engagements


"@0xMerridew $FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters"  
[X Link](https://x.com/researchne89461/status/1988522163029119244)  2025-11-12T08:20Z [--] followers, [---] engagements


"@InvestSpecial Agreed it's very interesting here. They also quietly brought in a new CFO with deep experience across software + PE (ex Francisco Partners). Base $450K + $250K sign-on + 75% bonus target. But the kicker: $10m equity grant - 100% vests in change of control"  
[X Link](https://x.com/researchne89461/status/1989387792296898899)  2025-11-14T17:39Z [--] followers, [--] engagements


"@InvestSpecial https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/showmetheincentives/p/rapid7-inc-rpdr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/researchne89461/status/1989387833933795547)  2025-11-14T17:39Z [--] followers, [--] engagements


"@acidinvestments It was a classic unwanted spin off. Lots of DOGE negatives. Reminds me of $SLVM. Which incidentily appears to be in play"  
[X Link](https://x.com/researchne89461/status/1993377396385628680)  2025-11-25T17:53Z [--] followers, [--] engagements


"Barclays filed a 13G w/5.2% of the company. [-------] shares. Sounds like the full amount for ECP/ Hill City standstill. getting closer. My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5 My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5"  
[X Link](https://x.com/anyuser/status/1993391532381213090)  2025-11-25T18:49Z [--] followers, [---] engagements


"$RPD The market hated guidance. Stock was crushed. JANA stepping up for 200k shares in the hole. CEO Corey Thomas & two directors stepping up for a few k shares. Tells me a couple of things 1) they see value here 2) They are not in a process. https://www.sec.gov/Archives/edgar/data/1560327/000090266425005152/xslF345X05/ownership.xml $RPD Wrote a note on Rapid7 & why I think it's an interesting situation. Let me know your thoughts Any & All Feedback welcome https://t.co/gFiEopIJzh #JANA #CANNAE #UBS #MERGER #RPD $RPD RPD #SHOWMETHEINCENTIVES https://t.co/1VN0WIXDCs"  
[X Link](https://x.com/anyuser/status/1993581065009873046)  2025-11-26T07:22Z [--] followers, [---] engagements


"@CalgaryLeveen @ACapitalLP Think you're on to something re $SLVM 👍"  
[X Link](https://x.com/researchne89461/status/1995896366313169389)  2025-12-02T16:42Z [--] followers, [---] engagements


"@TaylorStCap I mean you could read the piece of you'd like. What's your read of [--] 13D filings & "actively engaging with the issuer""  
[X Link](https://x.com/researchne89461/status/2003112149842112589)  2025-12-22T14:35Z [--] followers, [--] engagements


"@valuedontlie Aw man so cool of you to do that. 🙌🫡"  
[X Link](https://x.com/researchne89461/status/2006757695727219162)  2026-01-01T16:01Z [--] followers, [--] engagements


"$NSTS Overcapitalized Illinois thrift trading at 0.8x TBV. Shareholder proposal for sale process passes; board hints at strategic alternatives. Insiders aligned via CIC payday. 3-year sale window now open. micro-cap bank special sit. #showmetheincentives"  
[X Link](https://x.com/anyuser/status/2008297204822286535)  2026-01-05T21:59Z [--] followers, [---] engagements


"@ACapitalLP $MNRO Icahn @'17%+ poison pill CEO w/$40 CIC. Autoservices turnround. Sale/Pep Boys combo. $NSTS Post-conversion thrift @'0.8x TBV. Shareholder sale vote passed insiders aligned.3-yr window open. $NHI -Silver tsunami REIT. NHC rents 65% below mkt w/26 reset CIC recut 2yrs"  
[X Link](https://x.com/researchne89461/status/2020217678493851790)  2026-02-07T19:26Z [--] followers, [---] engagements


"@DannyOcean555 @HatfieldCapital I think it's interesting here 3x sales. Some interesting language in the employee agreements too for the Co-CEO's. $TENB TENB https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/researchne89461/status/2002805638230069597)  2025-12-21T18:17Z [--] followers, [---] engagements


"@dirtcheapbanks Hope you were thinking of me "We are all dinosaurs " $NSTS https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nstsutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nstsutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/2020864154832089411)  2026-02-09T14:15Z [--] followers, [---] engagements


"@ChrisDeMuthJr @dirtcheapbanks & a catalyst https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nstsutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nstsutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/2020903816204337283)  2026-02-09T16:53Z [--] followers, [--] engagements


"My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS #ACCOMPLICE #ALTAFOX https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/anyuser/status/1958860812581220766)  2025-08-22T11:56Z [--] followers, [---] engagements


"@VolaDuck @zoomyzoomm I think KKR may come back to the table. Clock is ticking for Vista et. al. $IAS IAS https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/researchne89461/status/1958863232103272794)  2025-08-22T12:06Z [--] followers, [--] engagements


"Latest post out on Henry Schein $HSIC https://open.substack.com/pub/researchnewsletters1/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/researchnewsletters1/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1965795288192594313)  2025-09-10T15:11Z [--] followers, [---] engagements


"https://www.marketscreener.com/news/private-equity-firm-novacap-to-buy-integral-ad-science-in-1-9-billion-deal-ce7d58ddd08bf42d My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS #ACCOMPLICE #ALTAFOX https://t.co/im1vRMkCjg https://www.marketscreener.com/news/private-equity-firm-novacap-to-buy-integral-ad-science-in-1-9-billion-deal-ce7d58ddd08bf42d My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS"  
[X Link](https://x.com/anyuser/status/1970828253238841570)  2025-09-24T12:30Z [--] followers, [---] engagements


"I wrote a note today on $TASK Really interesting situation w/ Blackstone & Co-Founders trying to take it out on the cheap. Two activists have come out against the offer noting a flawed process & will be voting against the proposal. https://open.substack.com/pub/showmetheincentives/p/taskus-inc-taskutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/taskus-inc-taskutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1975941599982207293)  2025-10-08T15:09Z [--] followers, [---] engagements


"Ready for some drama at Turtle Beach $TBCH Donerail controls the board buybacks are ramping mgmt dropped a poison pill & the "Value Enhancement Committee" has one job. https://open.substack.com/pub/showmetheincentives/p/turtle-beach-corp-tbchutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/turtle-beach-corp-tbchutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1982933674145533969)  2025-10-27T22:13Z [--] followers, [---] engagements


"Where's the Barbarians emoji https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys Corporation to be Acquired by TriArtisan Capital Advisors $6.25 (best chicken-fingers out there) $KORE Kore Group Holdings Inc. Searchlight Iv Kor: SCHEDULE 13D/A $5 $LION *STEVE COHEN'S POINT72 https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys"  
[X Link](https://x.com/anyuser/status/1985678238341865834)  2025-11-04T11:59Z [--] followers, [---] engagements


"@0xMerridew Like $YEXT I think $TBCH & $FONR are interesting too. Likely $HSIC too but maybe longer. https://open.substack.com/pub/showmetheincentives/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1986301506069438542)  2025-11-06T05:15Z [--] followers, [---] engagements


"Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5 My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5"  
[X Link](https://x.com/anyuser/status/1993390077159109074)  2025-11-25T18:43Z [--] followers, [---] engagements


"$BL Engaged Capital submitted a demand to inspect books & records relating to the Boards handling of multiple acquisition offers including an actionable $66 offer from SAP SE & the formation & activities of the Boards Strategic Committee. Pressure building at $BL $BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it has maintained an independent strategic committee of the Board. for more than a year. Current members. are David Henshall who is serving as Chairperson Greg Hughes & Tom Unterman. $BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it"  
[X Link](https://x.com/anyuser/status/1993574712220471475)  2025-11-26T06:57Z [--] followers, [---] engagements


"@DannyOcean555 @ACapitalLP Really like $HSIC & $BLDR too. Think $SHEN is a dark horse. Re: SaaS I think $TENB $RPD & $BL https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/researchne89461/status/1994079179034218758)  2025-11-27T16:21Z [--] followers, [---] engagements


"scratch that Ed McKay says it's $10m annually $SHEN ECP will be happy with that https://www.sec.gov/Archives/edgar/data/354963/000117184325007857/exh_991.htm Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN https://www.sec.gov/Archives/edgar/data/354963/000117184325007857/exh_991.htm Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN"  
[X Link](https://x.com/anyuser/status/1999150293209256210)  2025-12-11T16:12Z [--] followers, [---] engagements


"@valuedontlie $BL $HSIC & $RPD come to mind. $SLVM a bit of a dark horse too (not really activist)"  
[X Link](https://x.com/researchne89461/status/2000924148252729787)  2025-12-16T13:41Z [--] followers, [---] engagements


"If you liked Five9 at $200 you'll love it at $20 CX leader at 1.5x sales EV multiple activists circling (Pictet 8.5% w/ Anson/Legion on board) governance defenses crumbling CIC-ready CEO. #ShowMeTheIncentives. $FIVN FIVN https://substack.com/@showmetheincentives/note/p-180133641utm_source=notes-share-action&r=4r7g5k https://substack.com/@showmetheincentives/note/p-180133641utm_source=notes-share-action&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/2002825903534117259)  2025-12-21T19:38Z [--] followers, [---] engagements


"$MNRO Consultant-led turnaround draws Icahn 17% & Gabelli 6% aggressive buys trigger poison pill. Interim fixer now perm CEO w/hefty equity vesting at $40/share. Incentives point to sale/unlock. 👇 #showmetheincentives https://open.substack.com/pub/showmetheincentives/p/monro-inc-mnroutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/monro-inc-mnroutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/2006480842890375621)  2025-12-31T21:41Z [--] followers, [----] engagements


"Activist Engaged ready to run proxy fight at BlackLine $BL . Getting Spicy 🌶 https://www.reuters.com/markets/wealth/activist-engaged-ready-run-proxy-fight-blackline-sources-say-2026-01-12/ $BL Engaged Capital submitted a demand to inspect books & records relating to the Boards handling of multiple acquisition offers including an actionable $66 offer from SAP SE & the formation & activities of the Boards Strategic Committee. Pressure building at $BL https://www.reuters.com/markets/wealth/activist-engaged-ready-run-proxy-fight-blackline-sources-say-2026-01-12/ $BL Engaged Capital submitted a"  
[X Link](https://x.com/anyuser/status/2010795132430471333)  2026-01-12T19:24Z [--] followers, [---] engagements


"$NHI Silver Tsunami REIT w/ an event kicker. L&B proxy scars NHC rents 65% below market (2026 reset). NEOs' CIC's updated. SHOP pivot + board purge = sale prep Senior Housing undersupply boom. FFO turning up. #ShowMeTheIncentives #REITs $BKD NHI https://showmetheincentives.substack.com/p/national-health-investors-inc-nhi https://showmetheincentives.substack.com/p/national-health-investors-inc-nhi"  
[X Link](https://x.com/anyuser/status/2017307475423179105)  2026-01-30T18:42Z [--] followers, [---] engagements


"@dirtcheapbanks @Attorney_CPA He means you need a catalyst 🤓😂 $NSTS https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nsts https://open.substack.com/pub/showmetheincentives/p/nsts-bancorp-inc-nsts"  
[X Link](https://x.com/researchne89461/status/2018083932961489275)  2026-02-01T22:07Z [--] followers, [--] engagements


"@ShenJiaye Agreed. Really interested to see how $BL turns out & whether Clearlake knew about the SAP bid"  
[X Link](https://x.com/researchne89461/status/2020426591906738475)  2026-02-08T09:16Z [--] followers, [--] engagements


"$TENB Insiders aligned. Co-CEO w/ deep ITM options + VERY specific change in control protections. Buybacks ramping & PE rumors swirling. @ 3x sales. #Showmetheincentives . https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/anyuser/status/1994513027463614764)  2025-11-28T21:05Z [--] followers, [---] engagements


"$LKQ: No stranger to activists global aftermarket parts giant launched strategic review w/ full sale explicitly on table. Ancora & Ananym agitating for change. Self Service sold ($410m) Specialty/Europe next NA FCF beast at 0.85x sales. 7.5x EBITDA https://open.substack.com/pub/showmetheincentives/p/lkq-corp-lkqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/showmetheincentives/p/lkq-corp-lkqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2021945693028634948)  2026-02-12T13:53Z [--] followers, [---] engagements


"https://www.marketscreener.com/news/private-equity-firm-novacap-to-buy-integral-ad-science-in-1-9-billion-deal-ce7d58ddd08bf42d My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS #ACCOMPLICE #ALTAFOX https://t.co/im1vRMkCjg https://www.marketscreener.com/news/private-equity-firm-novacap-to-buy-integral-ad-science-in-1-9-billion-deal-ce7d58ddd08bf42d My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS"  
[X Link](https://x.com/anyuser/status/1970828253238841570)  2025-09-24T12:30Z [--] followers, [---] engagements


"My latest post is on Integral Ad Science $IAS . I actually started writing this one up a while back. Any & All feedback welcome #IAS #VISTA #ATLAS #ACCOMPLICE #ALTAFOX https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/researchnewsletters1/p/integral-ad-science-holding-iasr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/anyuser/status/1958860812581220766)  2025-08-22T11:56Z [--] followers, [---] engagements


"$PRTH Thrown out w/ the SaaS bathwater CEO Priore (58% owner) bids $6-6.15 post-Q3 dip. Activists scream lowball ($17+ SOTP). Priore kills 3rd-party sale but Delaware MFW needs MoM vote. $170m financing easy w/$57M cash +$100m revolver. Bump on the cards #ShowMeTheIncentives"  
[X Link](https://x.com/anyuser/status/2023520344355860526)  2026-02-16T22:10Z [--] followers, [--] engagements


"https://open.substack.com/pub/showmetheincentives/p/priority-technology-holdings-incutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/priority-technology-holdings-incutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/2023520643384594450)  2026-02-16T22:11Z [--] followers, [--] engagements


"$LKQ: No stranger to activists global aftermarket parts giant launched strategic review w/ full sale explicitly on table. Ancora & Ananym agitating for change. Self Service sold ($410m) Specialty/Europe next NA FCF beast at 0.85x sales. 7.5x EBITDA https://open.substack.com/pub/showmetheincentives/p/lkq-corp-lkqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/showmetheincentives/p/lkq-corp-lkqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/2021945693028634948)  2026-02-12T13:53Z [--] followers, [---] engagements


"Event-Driven (deal recap + news): $CCO mubadala $2.43 cash. This was an event sit on my list since October ("Mubadala Capital Is Said to Explore Buying Clear Channel Outdoor). Cash merger will require HSR cfiUS etc. Closing est "by end Q3". Fair value for me is $2.35+ish (assuming no value for the shop). The Go-Shop is likely worthless but this is a very leveraged co so small changes in px barely affect the EV. Not much else on the tape so far besides $DVAX done $HI about to close and $AIV firmed up amounts/timing on some distributions. If you made it this far you are my hero. Pls"  
[X Link](https://x.com/anyuser/status/2021193355527405614)  2026-02-10T12:03Z [---] followers, [---] engagements


"$NHI Silver Tsunami REIT w/ an event kicker. L&B proxy scars NHC rents 65% below market (2026 reset). NEOs' CIC's updated. SHOP pivot + board purge = sale prep Senior Housing undersupply boom. FFO turning up. #ShowMeTheIncentives #REITs $BKD NHI https://showmetheincentives.substack.com/p/national-health-investors-inc-nhi https://showmetheincentives.substack.com/p/national-health-investors-inc-nhi"  
[X Link](https://x.com/anyuser/status/2017307475423179105)  2026-01-30T18:42Z [--] followers, [---] engagements


"Activist Engaged ready to run proxy fight at BlackLine $BL . Getting Spicy 🌶 https://www.reuters.com/markets/wealth/activist-engaged-ready-run-proxy-fight-blackline-sources-say-2026-01-12/ $BL Engaged Capital submitted a demand to inspect books & records relating to the Boards handling of multiple acquisition offers including an actionable $66 offer from SAP SE & the formation & activities of the Boards Strategic Committee. Pressure building at $BL https://www.reuters.com/markets/wealth/activist-engaged-ready-run-proxy-fight-blackline-sources-say-2026-01-12/ $BL Engaged Capital submitted a"  
[X Link](https://x.com/anyuser/status/2010795132430471333)  2026-01-12T19:24Z [--] followers, [---] engagements


"$BL Engaged Capital submitted a demand to inspect books & records relating to the Boards handling of multiple acquisition offers including an actionable $66 offer from SAP SE & the formation & activities of the Boards Strategic Committee. Pressure building at $BL $BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it has maintained an independent strategic committee of the Board. for more than a year. Current members. are David Henshall who is serving as Chairperson Greg Hughes & Tom Unterman. $BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it"  
[X Link](https://x.com/anyuser/status/1993574712220471475)  2025-11-26T06:57Z [--] followers, [---] engagements


"$NSTS Overcapitalized Illinois thrift trading at 0.8x TBV. Shareholder proposal for sale process passes; board hints at strategic alternatives. Insiders aligned via CIC payday. 3-year sale window now open. micro-cap bank special sit. #showmetheincentives"  
[X Link](https://x.com/anyuser/status/2008297204822286535)  2026-01-05T21:59Z [--] followers, [---] engagements


"$MNRO Consultant-led turnaround draws Icahn 17% & Gabelli 6% aggressive buys trigger poison pill. Interim fixer now perm CEO w/hefty equity vesting at $40/share. Incentives point to sale/unlock. 👇 #showmetheincentives https://open.substack.com/pub/showmetheincentives/p/monro-inc-mnroutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/showmetheincentives/p/monro-inc-mnroutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/2006480842890375621)  2025-12-31T21:41Z [--] followers, [----] engagements


"FONAR stockholders to receive $19.00 per share of common stock in an all-cash transaction. $FONR FONR #showmetheincentives $FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters. $FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters"  
[X Link](https://x.com/anyuser/status/2005902303421673768)  2025-12-30T07:22Z [--] followers, [---] engagements


"$FONR The group and the Special Committee continue to be engaged in negotiations related to the proposed going private transaction including a definitive price to be paid for the Company's securities and other related matters. My latest note is on $FONR . Definitely an interesting one. Be careful out there https://t.co/EUs4HxOMB8 https://t.co/QvvJCwbHfH My latest note is on $FONR . Definitely an interesting one. Be careful out there https://t.co/EUs4HxOMB8 https://t.co/QvvJCwbHfH"  
[X Link](https://x.com/anyuser/status/1987880517413294556)  2025-11-10T13:50Z [--] followers, [---] engagements


"If you liked Five9 at $200 you'll love it at $20 CX leader at 1.5x sales EV multiple activists circling (Pictet 8.5% w/ Anson/Legion on board) governance defenses crumbling CIC-ready CEO. #ShowMeTheIncentives. $FIVN FIVN https://substack.com/@showmetheincentives/note/p-180133641utm_source=notes-share-action&r=4r7g5k https://substack.com/@showmetheincentives/note/p-180133641utm_source=notes-share-action&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/2002825903534117259)  2025-12-21T19:38Z [--] followers, [---] engagements


"scratch that Ed McKay says it's $10m annually $SHEN ECP will be happy with that https://www.sec.gov/Archives/edgar/data/354963/000117184325007857/exh_991.htm Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN https://www.sec.gov/Archives/edgar/data/354963/000117184325007857/exh_991.htm Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN"  
[X Link](https://x.com/anyuser/status/1999150293209256210)  2025-12-11T16:12Z [--] followers, [---] engagements


"Shentel just refinanced their notes. Weighted Average coupon is now 5.69% vs 7.47% previously. Annual reduction in Int Exp $7.7m $SHEN My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5 My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5"  
[X Link](https://x.com/anyuser/status/1993390077159109074)  2025-11-25T18:43Z [--] followers, [---] engagements


"$TENB Insiders aligned. Co-CEO w/ deep ITM options + VERY specific change in control protections. Buybacks ramping & PE rumors swirling. @ 3x sales. #Showmetheincentives . https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/showmetheincentives/p/tenable-inc-tenbr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/anyuser/status/1994513027463614764)  2025-11-28T21:05Z [--] followers, [---] engagements


"$RPD The market hated guidance. Stock was crushed. JANA stepping up for 200k shares in the hole. CEO Corey Thomas & two directors stepping up for a few k shares. Tells me a couple of things 1) they see value here 2) They are not in a process. https://www.sec.gov/Archives/edgar/data/1560327/000090266425005152/xslF345X05/ownership.xml $RPD Wrote a note on Rapid7 & why I think it's an interesting situation. Let me know your thoughts Any & All Feedback welcome https://t.co/gFiEopIJzh #JANA #CANNAE #UBS #MERGER #RPD $RPD RPD #SHOWMETHEINCENTIVES https://t.co/1VN0WIXDCs"  
[X Link](https://x.com/anyuser/status/1993581065009873046)  2025-11-26T07:22Z [--] followers, [---] engagements


"$RPD Wrote a note on Rapid7 & why I think it's an interesting situation. Let me know your thoughts Any & All Feedback welcome #JANA #CANNAE #UBS #MERGER #RPD $RPD RPD #SHOWMETHEINCENTIVES https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k https://researchnewsletters1.substack.com/p/rapid7-inc-rpdr=4r7g5k"  
[X Link](https://x.com/anyuser/status/1960347413962477819)  2025-08-26T14:23Z [--] followers, [---] engagements


"$BL . In response to investor inquiry on Nov [--] [----] Blackline. disclosed it has maintained an independent strategic committee of the Board. for more than a year. Current members. are David Henshall who is serving as Chairperson Greg Hughes & Tom Unterman. BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an Exit Specialist at the Helm the company looks primed for a takeover $BL BL https://t.co/HIZroLBWzx BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale."  
[X Link](https://x.com/anyuser/status/1987884494045528331)  2025-11-10T14:06Z [--] followers, [---] engagements


"Barclays filed a 13G w/5.2% of the company. [-------] shares. Sounds like the full amount for ECP/ Hill City standstill. getting closer. My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5 My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://t.co/IfJT3CnWX5"  
[X Link](https://x.com/anyuser/status/1993391532381213090)  2025-11-25T18:49Z [--] followers, [---] engagements


"My second write up is on Shenandoah Telecommunications NASDAQ: SHEN Why Shentel Is Ripe for Acquisition: Insider Incentives and Key Players Driving a Takeover $SHEN Would welcome any feedback https://open.substack.com/pub/researchnewsletters1/p/shenandoah-telecommunications-nasdaqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/researchnewsletters1/p/shenandoah-telecommunications-nasdaqr=4r7g5k&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/anyuser/status/1957819029222994128)  2025-08-19T14:56Z [--] followers, [---] engagements


"BlackLine Inc. & The Exit Specialist I think BlackLine Inc. is getting it's house in order in preparation for a sale. With an Exit Specialist at the Helm the company looks primed for a takeover $BL BL https://researchnewsletters1.substack.com/p/blackline-inc-and-the-exit-specialistr=4r7g5k https://researchnewsletters1.substack.com/p/blackline-inc-and-the-exit-specialistr=4r7g5k"  
[X Link](https://x.com/anyuser/status/1954936604184961203)  2025-08-11T16:03Z [--] followers, [---] engagements


"My latest note is on $FONR . Definitely an interesting one. Be careful out there https://open.substack.com/pub/researchnewsletters1/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k https://open.substack.com/pub/researchnewsletters1/p/fonar-corporation-fonrutm_source=share&utm_medium=android&r=4r7g5k"  
[X Link](https://x.com/anyuser/status/1975104646340657291)  2025-10-06T07:43Z [--] followers, [----] engagements


"Where's the Barbarians emoji https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys Corporation to be Acquired by TriArtisan Capital Advisors $6.25 (best chicken-fingers out there) $KORE Kore Group Holdings Inc. Searchlight Iv Kor: SCHEDULE 13D/A $5 $LION *STEVE COHEN'S POINT72 https://open.substack.com/pub/showmetheincentives/p/henry-schein-inc-hsicutm_source=share&utm_medium=android&r=4r7g5k Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys"  
[X Link](https://x.com/anyuser/status/1985678238341865834)  2025-11-04T11:59Z [--] followers, [---] engagements


"Event-Driven News: eps: $HOLX $QRVO $AL $PCH $TBI $VTLE $DENN Dennys Corporation to be Acquired by TriArtisan Capital Advisors $6.25 (best chicken-fingers out there) $KORE Kore Group Holdings Inc. Searchlight Iv Kor: SCHEDULE 13D/A $5 $LION *STEVE COHEN'S POINT72 REPORTS 5.1% LIONSGATE STAKE (13g) $HSIC *KKR GETS RIGHT TO INCREASE HSIC STOCK OWNERSHIP UP TO 19.9% $CRGY *CRESCENT SAID TO SELL ASSETS TO AETHEL FOR MORE THAN $400 MLN $GT *GOODYEAR COMPLETES DIVESTITURE OF CHEMICAL BUSINESS $PRO Pros Holdings Inc.: DEFM14A 2025/11/03 hsr exp 11/24 vote 12/4 $STAA $ALC Alcon Releases Investor"  
[X Link](https://x.com/anyuser/status/1985673022104047949)  2025-11-04T11:38Z [---] followers, [----] engagements

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