# ![@siyul Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::15592917.png) @siyul Siyu Li

Siyu Li posts on X about $val, if you, market, gold the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::15592917/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15592917/c:line/m:interactions.svg)

- [--] Week [-------] -97%
- [--] Month [---------] +4,481%
- [--] Months [---------] +593%
- [--] Year [----------] +173%

### Mentions: [--] [#](/creator/twitter::15592917/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15592917/c:line/m:posts_active.svg)

- [--] Months [-----] +248%
- [--] Year [-----] +255%

### Followers: [-----] [#](/creator/twitter::15592917/followers)
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- [--] Week [-----] +1.70%
- [--] Month [-----] +8.10%
- [--] Months [-----] +27%
- [--] Year [-----] +64%

### CreatorRank: [-------] [#](/creator/twitter::15592917/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::15592917/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  41.67% [finance](/list/finance)  35.19% [cryptocurrencies](/list/cryptocurrencies)  14.81% [technology brands](/list/technology-brands)  8.33% [countries](/list/countries)  3.7% [currencies](/list/currencies)  2.78% [social networks](/list/social-networks)  2.78%

**Social topic influence**
[$val](/topic/$val) #49, [if you](/topic/if-you) 8.33%, [market](/topic/market) #3465, [gold](/topic/gold) 8.33%, [$db](/topic/$db) #89, [$moh](/topic/$moh) #13, [biz](/topic/biz) #1031, [deep](/topic/deep) 5.56%, [the most](/topic/the-most) 5.56%, [bear](/topic/bear) #1763

**Top accounts mentioned or mentioned by**
[@fishtowncap](/creator/undefined) [@alexand52371123](/creator/undefined) [@compoundingcap1](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@nestbetter](/creator/undefined) [@mariocibelli](/creator/undefined) [@capytalmgmt](/creator/undefined) [@ecommerceshares](/creator/undefined) [@formerlyaic](/creator/undefined) [@jeffbeckmaddog](/creator/undefined) [@gordonl14126126](/creator/undefined) [@thekapg](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@urinsideman](/creator/undefined) [@seethetrees1](/creator/undefined) [@zvzzt](/creator/undefined) [@ryenotberben](/creator/undefined) [@abdrazakalmas](/creator/undefined) [@deepvalueplay](/creator/undefined) [@broheim777](/creator/undefined)

**Top assets mentioned**
[Validity (VAL)](/topic/$val) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Dole, plc (DOLE)](/topic/$dole) [Aris Mining Corporation (ARMN)](/topic/$armn) [Bitcoin Gold (BTG)](/topic/$btg) [IAC/InterActiveCorp Common Stock (IAC)](/topic/$iac) [Shinhan Financial Group Co Ltd (SHG)](/topic/$shg) [Veno Finance (VNO)](/topic/$vno) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [Centene Corp (CNC)](/topic/$cnc) [UnitedHealth Group (UNH)](/topic/$unh) [Elevance Health Inc (ELV)](/topic/$elv) [CVS Health Corp (CVS)](/topic/$cvs) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Reddit, Inc.  (RDDT)](/topic/$rddt) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Trade Desk, Inc. (TTD)](/topic/$ttd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [MGM Resorts International (MGM)](/topic/$mgm) [Unifi Protocol DAO (UNFI)](/topic/$unfi) [Iagon (IAG)](/topic/$iag) [EQIFi (EQX)](/topic/$eqx) [Dollar Tree Inc (DLTR)](/topic/$dltr) [Centric Swap (CNS)](/topic/$cns) [Magnite, Inc. Common Stock (MGNI)](/topic/$mgni)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Nominate a stock that has an intriguing setup but lacks a comprehensive / updated write-up that I shall give it a shot"  
[X Link](https://x.com/siyul/status/1953204877460685204)  2025-08-06T21:21Z [----] followers, 18.3K engagements


"If you're interested in owning $DOLE it is currently on 10% off sale for a non-fundamental reason (a legacy owner unloading all its shares) The legacy owner (David Murdock 13% equity owner) is in his late 90s has no role whatsoever in the business and has long expressed his intent to exit. This is a classic 'fake insider' sale that carries negative sentiment but means little to the business fundamentals. fwiw McCann family(Chairman) owns 7.7% equity and hasn't sold a share. https://twitter.com/i/web/status/1963577269701468359 https://twitter.com/i/web/status/1963577269701468359"  
[X Link](https://x.com/siyul/status/1963577269701468359)  2025-09-04T12:17Z [----] followers, 20.6K engagements


"$DOLE 3Q25 ER tmr. Banana is an anti-inflation commodity price up 20% in the last [--] years and 2x since [----]. That said it shows some unusual YTD pricing strength. Stock flat in [--] years since IPO. Will this finally be the catalyst"  
[X Link](https://x.com/siyul/status/1987572936710992097)  2025-11-09T17:28Z [----] followers, [----] engagements


"Aris Mining $ARMN $ARIS.TO up another 50% since the Oct revisit making it the 3rd 3x+ bagger (Other [--] are $DB $USAS) from UTH in the last [--] months. I'm excited about the next writeups: a key player in a decade-long growing sector facing temporary uncertainty trading at a deep discount both historically and among peers thus a rare deal. Plan to publish at "Under the Hood" sometime next week just in time for Cyber Monday Deal week. Link in bio. https://twitter.com/i/web/status/1994406501012681197 https://twitter.com/i/web/status/1994406501012681197"  
[X Link](https://x.com/siyul/status/1994406501012681197)  2025-11-28T14:02Z [----] followers, [----] engagements


"Many "Under the Hood" portfolio winners were quality business sold at bargain price when the sector was max-hated. Some examples: 2022/23's GSI-B( $C $DB ) 2023's NYC REITs ( $VNO ) 2024's dollar stores ( $DLTR ) Early 2025's offshore drilling ( $VAL ) today I bring it to you the next one: Gov't sponsored Healthcare Insurers. Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed"  
[X Link](https://x.com/siyul/status/1996634660453986665)  2025-12-04T17:36Z [----] followers, [----] engagements


"$DOLE Highlighted in Sep (at $13) when it dropped 10% due to sale pressure when the legacy owner passed away. At $15 today. I'm no chartist but $dole has been range-bound in the $12-15 for a while. Will it finally break through sing 'this time is different' song If you're interested in owning $DOLE it is currently on 10% off sale for a non-fundamental reason (a legacy owner unloading all its shares) The legacy owner (David Murdock 13% equity owner) is in his late 90s has no role whatsoever in the business and has long expressed https://t.co/rZUHduQJiE If you're interested in owning $DOLE it"  
[X Link](https://x.com/siyul/status/1999154961142382717)  2025-12-11T16:30Z [----] followers, [----] engagements


"$DOLE closed at $15.6 18% up since I recommended it in Sep (was 10% off due to legacy owner estate sale). Notably it is up [--] of the last [--] days and has penetrated its long-held $12-15 range. If you're interested in owning $DOLE it is currently on 10% off sale for a non-fundamental reason (a legacy owner unloading all its shares) The legacy owner (David Murdock 13% equity owner) is in his late 90s has no role whatsoever in the business and has long expressed https://t.co/rZUHduQJiE If you're interested in owning $DOLE it is currently on 10% off sale for a non-fundamental reason (a legacy"  
[X Link](https://x.com/siyul/status/2000688333333119082)  2025-12-15T22:04Z [----] followers, [----] engagements


"@NestBetter Congrats appreciate a few exchanges we had this year. Is TZOO a play with catalysts or a legacy position"  
[X Link](https://x.com/siyul/status/2006589328470806577)  2026-01-01T04:52Z [----] followers, [---] engagements


"$CNS from @mario_cibelli https://x.com/mario_cibelli/status/2007823399943278761s=20 A small cap sleeper that looks interesting for [----] is Cohen & Steers - a public money manager specializing in REITs. Insider buys a trough valuation at a possible cycle turn & an embedded hedge against AI/big tech rolling over make the [----] decline look overdone. $CNS (1/x) https://x.com/mario_cibelli/status/2007823399943278761s=20 A small cap sleeper that looks interesting for [----] is Cohen & Steers - a public money manager specializing in REITs. Insider buys a trough valuation at a possible cycle turn & an"  
[X Link](https://x.com/siyul/status/2008198050507006269)  2026-01-05T15:25Z [----] followers, [----] engagements


"I haven't done "2025 review" piece for UTH newsletter as been busy preparing 1st idea writeup for [----]. I love the idea but isn't for everyone. Ideal if you: ✔Have excess cash and cautious about an overheated market; ✔Have a tax free/deferred account; ✔downside protection upside potential; ✔Content with 20% IRR; Shall be released this week. Subscribe - (@siyul)"  
[X Link](https://x.com/siyul/status/2008645038004424766)  2026-01-06T21:01Z [----] followers, [----] engagements


"@ZVZZT_ any REITs idea you find compelling"  
[X Link](https://x.com/siyul/status/2009267510701420963)  2026-01-08T14:14Z [----] followers, [---] engagements


"$AIV a multi-family REIT. Writeup: https://underhood.substack.com/p/why-aimcos-20-nav-discount-is-compelling https://underhood.substack.com/p/why-aimcos-20-nav-discount-is-compelling"  
[X Link](https://x.com/siyul/status/2009385045224517983)  2026-01-08T22:01Z [----] followers, [---] engagements


"Behind its own (too modest) estimated liquidation value of $5.75 to $7.1/share $AIV offers: 50% upside to its NAV after projected 1H26 dividend and an attractive 15%-22% IRR over 2-3Y. It is a buy at $5.85-5.90 today. 2026's first idea is live at "Under the Hood". Aimco $AIV trades at 20% below NAV. at first glance that sounds boring. isn't it My write-up argues no esp. if you have excess cash but are cautious about an overheated market: ✔ Upside bumps to 48% (to NAV) after https://t.co/Zs47J5b568 2026's first idea is live at "Under the Hood". Aimco $AIV trades at 20% below NAV. at first"  
[X Link](https://x.com/siyul/status/2009759082027135317)  2026-01-09T22:47Z [----] followers, [----] engagements


"30% alpha in just one month from this position update (trim $VAL buy $MOH) a month ago. $MOH has been on an absolute tear and remains a conviction hold. I explained why the setup is attractive and why the convenient narrative "Trump admin - medicaid cut - doomed industry" is wrong. I think $MOH has a long way to go: initial buy mid $140s added recently this week at $180. Link in bio (and next post) Position Updates I'm selling 1/3 of $VAL ($58)and buying $MOH the 6th-largest gov't healthcare insurer as discussed in the latest s/s write-up. Offshore investing sentiment improved bigly (even w/o"  
[X Link](https://x.com/siyul/status/2011460001894703550)  2026-01-14T15:26Z [----] followers, [----] engagements


"Not close to adTech for a while but $TTD down 70% since [----] still caught my contrarian attention. A tough year for adTech except for $PERI and $MGNI. The other [--] ( $TDD $CRTO $PUBM $DV) are down 40%+. TTD got hit the hardest. Love to hear a merit-based Bull vs. Bear debate or any informed deep dive https://twitter.com/i/web/status/2011888411011862641 https://twitter.com/i/web/status/2011888411011862641"  
[X Link](https://x.com/siyul/status/2011888411011862641)  2026-01-15T19:49Z [----] followers, [----] engagements


"I'm looking at my Deep Dive queue (potential asymmetric oppo at deep discounts). It gets: - Leading payment processor (60% off ATH) - a major gold miner at a rare discount (can't say that often today) - A high RoE bank (BDC conversion investors left) - An airplane engine lessor (price not fully caught up) - A REIT with desirable assets (60%+ off ATH) . and more And we are at ATH. What a bifurcated market and a stock-picker's ideal setup. https://twitter.com/i/web/status/2012164552230678537 https://twitter.com/i/web/status/2012164552230678537"  
[X Link](https://x.com/siyul/status/2012164552230678537)  2026-01-16T14:06Z [----] followers, [----] engagements


"@FishtownCap I have a small LT position in $BRKB that i never think about it prob a fair Q to think it through. You got a view"  
[X Link](https://x.com/siyul/status/2014066889459142799)  2026-01-21T20:05Z [----] followers, [---] engagements


"On Junior Mining Investing A big rookie trap I noticed is obsessing over numbers resource (Moz) AISC ($/oz) grade(g/t) annual production; Plug all in Excel BAM you get a bargain (or not). These metrics matter. but there is no edge in it. The real edge(s) mostly hidden; you have to dig deep to find them. Let me give an example: every mining winner starts with sensible acquisitions. I'm far less excited when a project was explored for years by giants (e.g. Barrick) they couldn't make it work sold penny for $. Now your company bought it and touted it as a 'bargain' They'd better have a damn good"  
[X Link](https://x.com/siyul/status/2014107881721757888)  2026-01-21T22:48Z [----] followers, 19.1K engagements


"@capytalmgmt streaming as a biz model is superior but any deal (like B2Gold) out there"  
[X Link](https://x.com/siyul/status/2015441019274240221)  2026-01-25T15:05Z [----] followers, [----] engagements


"As covered in my Mining Investing lesson [---] my latest write-up shows how to combine qualitative factors with quantitative metrics to analyze B2Gold and why it is the most compelling mid-tier miner. https://x.com/siyul/status/2015430576829047035s=20 On Junior Mining Investing A big rookie trap I noticed is obsessing over numbers resource (Moz) AISC ($/oz) grade(g/t) annual production; Plug all in Excel BAM you get a bargain (or not). These metrics matter. but there is no edge in it. The real edge(s) mostly https://x.com/siyul/status/2015430576829047035s=20 On Junior Mining Investing A big"  
[X Link](https://x.com/siyul/status/2015540028085313756)  2026-01-25T21:39Z [----] followers, [----] engagements


""Trump admin proposes steady Medicare rates for 2027." With that news Healthcare sell-off 🩸 $MOH -4% $CNC -4% $ELV -6% $UNH -9% $CVS -11% Overreaction Let me use $MOH data (we flagged as buy in early Dec Y25): Medicare: ✅15% of total revenue ✅12-13% of total gross profit 1). 80% of its operating profit comes from Medicaid. $MOH's medicare exposure is small. 2). Molina (or other insurers) has a choice to exit unprofitable market (and it has done that before). 3). Gov making Medicare inoperable (for business) is unimaginable imo in a mid-term year. More insights like this at "Under the Hood""  
[X Link](https://x.com/siyul/status/2015908805641445547)  2026-01-26T22:04Z [----] followers, [----] engagements


"@FishtownCap @RyeNotBerben Knowing the problem is 90% path to the solution"  
[X Link](https://x.com/siyul/status/2016188196233556070)  2026-01-27T16:34Z [----] followers, [--] engagements


"Here it is: https://underhood.substack.com/p/from-obamacare-to-trumpcare-find https://underhood.substack.com/p/from-obamacare-to-trumpcare-find"  
[X Link](https://x.com/siyul/status/2016230658977247326)  2026-01-27T19:23Z [----] followers, [---] engagements


"Gold Miner 'Printing' shares == UST printing money No. USTreasury prints money and gives it away (don't get me started on how we spent $ like drunken sailors). A good miner e.g. $BTG B2Gold 'printed' shares to make [--] acquisitions in [--] decades [--] are producing (sold 1) and project to generate $1Bn+ OCF in [----] at $7Bn+ valuation today. To know more about $BTG link in bio. Many good permabulls are in gold stocks because they think the US will just print money. But they forget that many gold miners just print shares - a longstanding trend see below. Will this time be different Doubt it. But price"  
[X Link](https://x.com/siyul/status/2016555159338328215)  2026-01-28T16:53Z [----] followers, [----] engagements


"$LODE $50Mn offering at $2.75/share 35% dilution (up to 41% with over-allotment). Closed at $3.53/share last night. TL;DR: I have a small position and am exiting (15% loss) One might try to make sense of this raise but to me it is nearly indefensible. If it raises $ ($30Mn in Aug 25) laser focus on priority (PV recycling) 1st site build reach 20% capacity breakeven and show capability as it promised. Then as shareholders we can verify progress and assess whether a future raise is a smart ROIC choice. Instead no updates on metal's critical path used some raised $ for SSOF (a RE fund that co."  
[X Link](https://x.com/siyul/status/2016875707519954963)  2026-01-29T14:06Z [----] followers, [----] engagements


"I recently trimmed [--] mining positions $ARMN and $USAS. Both delivered good results. To maintain metal exposure I added $BTG imo the most compelling mid-tier gold miner (see below). Have more cash than idea. If you get a compelling mining name share it below with a quick pitch. I would love to hear it🙏 What makes $BTG a compelling buy. "Max Hate": its underperformance against mid-tier peers is jaw-dropping (chart below) logical but short-sighted. Status of major Hate Items: ✅"Large CapEx" is completed ✅"Goose Over-budget" is over ✅"Goose Initial Delays" is being https://t.co/4lNE3EEYjL What"  
[X Link](https://x.com/siyul/status/2017045015248224344)  2026-01-30T01:19Z [----] followers, [----] engagements


"You are right if I don't have the pos I wouldn't buy today. however [--] more things in addition to familiarity has value as you mentioned: [--]. I usually have a wide X-Y gap between 'buy till X' and 'sell unless Y'. case in point B2Gold I might continue to add till it hits $6 but won't consider selling under $9. (just a part of my investing style that I'm willing to be patient for fat pitch). [--]. tax consideration. Both raises the bar to sell. [--]. https://twitter.com/i/web/status/2018137996235555222 https://twitter.com/i/web/status/2018137996235555222"  
[X Link](https://x.com/siyul/status/2018137996235555222)  2026-02-02T01:42Z [----] followers, [---] engagements


"Glad to report our "satisfactory records" remain strong with $DOLE [--] months in. Up 20% ($13 - $16) fwiw banana prices (both anecdotal & empirical) are rising. e.g. nearby Trader Joe increased from 19c to 23c. That 19c was there since [----] no kidding Not to be superstitious or look too much into the past😂 but when Fishtown and I both raise our hands and buy the records so far have been satisfactory both short and long term. Bookmarked for a revisit. $DOLE Not to be superstitious or look too much into the past😂 but when Fishtown and I both raise our hands and buy the records so far have been"  
[X Link](https://x.com/siyul/status/2018367831037956458)  2026-02-02T16:56Z [----] followers, [----] engagements


"$LODE ❌$50Mn raise/dilution was bad optics but wasn't a thesis killer I can agree. ❌Saying 'fully funded' a day b4 the raise was inexcusable but still wasn't a thesis killer. ❌But last $30Mn raise (Aug '25) was to "laser focus on getting metal site [--] up (delivery by Dec'25 run hot in 1Q26)". We saw CEO's metal price posting often yet never mentioned Site [--] status. To be clear it is acceptable (and expected) to hear Site [--] issues delays and even budget overruns but radio silence Review the [--] above ask if you still don't see a thesis killer what could possibly be a thesis killer @AbdrazakAlmas"  
[X Link](https://x.com/siyul/status/2018408807114867190)  2026-02-02T19:38Z [----] followers, [----] engagements


"always intrigued by long-term holders adding after a sizeable drawdown. What's missing in this piece is what has changed (or went wrong) since ATH The impression I got reading this post is "TTD did everything perfectly the market has been dead wrong". Is that right (i'm not familiar with the story but interested in it)"  
[X Link](https://x.com/siyul/status/2018696632481559030)  2026-02-03T14:42Z [----] followers, [---] engagements


"@compound248 Tough You're too gentle with us shareholders"  
[X Link](https://x.com/siyul/status/2018697171709690117)  2026-02-03T14:44Z [----] followers, [---] engagements


"I can tolerate a lot of pain😂 but not a grave dance from Palantir investors singing that $PLTR is a superior investment to $PYPL (which sadly has been true). Next [--] months from closing today who is a better performer $PYPL vs $PLTR My vote goes to Paypal (not a joke). And yes sheepishly still a shareholder (increasingly smaller position🤡) Imagine spending the last five years buying $PYPL because it looked cheap only to ride it down over 80% while dismissing $PLTR as expensive using traditional metrics in an market that still has no idea what the ceiling on AI actually is. Dont be a PainPal"  
[X Link](https://x.com/siyul/status/2018699424055148960)  2026-02-03T14:53Z [----] followers, [----] engagements


"Valuation-wise obviously more demanding than when I recommended but still plenty of upside potential. Also I like its 'role' in UTH (Under the Hood) portfolio its added exposure in Korea maintaining banking exposure (as trimming $DB $C). Continue to maintain a full position. https://twitter.com/i/web/status/2018766958729072711 https://twitter.com/i/web/status/2018766958729072711"  
[X Link](https://x.com/siyul/status/2018766958729072711)  2026-02-03T19:22Z [----] followers, [--] engagements


"When a DEEP value guy like Lee (only interested in deals priced 50c for a dollar) gets interested in PayPal you know $PYPL is in DEEP trouble. $40 billion market cap here. $37 billion enterprise value when you take into account long-term investments. $$5.5 billion free cash flow and $6 billion EBIT. Trading at like 6-7x cash flow. Guiding EPS down mid-single digits. Buying back stock. New CEO. Seems ok to me. Apparently $40 billion market cap here. $37 billion enterprise value when you take into account long-term investments. $$5.5 billion free cash flow and $6 billion EBIT. Trading at like"  
[X Link](https://x.com/siyul/status/2018777624026185872)  2026-02-03T20:04Z [----] followers, 86.7K engagements


"pre-market casino moves: $MGM 📈11% Feel like the market God is watching my portfolio btw $IAC with 75% equity value tied to its $MGM ownership hasn't caught up with MGM's move yet. https://twitter.com/i/web/status/2019055425476239785 https://twitter.com/i/web/status/2019055425476239785"  
[X Link](https://x.com/siyul/status/2019055425476239785)  2026-02-04T14:28Z [----] followers, [----] engagements


"@ecommerceshares @FishtownCap That makes sense if it was previously preannounced when beating the guidance as well. Consistency is what matters. If you agree on that then I don't see an issue here"  
[X Link](https://x.com/siyul/status/2019805104539574648)  2026-02-06T16:07Z [----] followers, [---] engagements


"@FishtownCap If the trust proves to be the primary factor for this drawdown I'm more willing to double down from here. (i think trust issue is a bit over-hyped) We will see"  
[X Link](https://x.com/siyul/status/2020891149448159728)  2026-02-09T16:02Z [----] followers, [---] engagements


"@Valuemaverick @michaeljburry fwiw 75% of $moh's biz has nothing to do with "what this administration is saying. or . literally gutting the profits""  
[X Link](https://x.com/siyul/status/2020908411458641987)  2026-02-09T17:11Z [----] followers, [----] engagements


"@formerlyaic It is not only that "Mali" risk is less and less important to the B2Gold portfolio but more importantly the risk imo is perceived as higher than the realities I laid out my thoughts in the writeup"  
[X Link](https://x.com/siyul/status/2020963294300049623)  2026-02-09T20:49Z [----] followers, [---] engagements


"@17thfellow btw you clearly did your homework as shown by your citing 92.9% which imo is a very important number. Nice"  
[X Link](https://x.com/siyul/status/2020975264042483802)  2026-02-09T21:37Z [----] followers, [---] engagements


"@Alexand52371123 That's a fair point. Investors hate it for a fair reason when you have bleeding economics while growing book"  
[X Link](https://x.com/siyul/status/2020981984156393869)  2026-02-09T22:03Z [----] followers, [----] engagements


"@JeffBeckMadDog I don't think you are way off. TN/FL is [---] not [---]. So Benson & NY is $70 and I have Benson at $20mn so NY at $50. where do you get 23st and 9th ave property level NOI breakdown My estimate was $2.8Mn so cap rate sub 6"  
[X Link](https://x.com/siyul/status/2021036557415956896)  2026-02-10T01:40Z [----] followers, [---] engagements


"@GordonL14126126 @Alexand52371123 how many Qs of keep missing another 100-200bps would put its bs to "fairly distressed' level. would like to see your napkin math. thanks"  
[X Link](https://x.com/siyul/status/2021058076204581012)  2026-02-10T03:06Z [----] followers, [---] engagements


"@TheKapG noted your call-out on sports/video games. thanks"  
[X Link](https://x.com/siyul/status/2022347031419683286)  2026-02-13T16:28Z [----] followers, [---] engagements


"@compoundingcap1 I find them reasonable but I don't buy anything from ads so i might not be a meaningful benchmark. Could you share a quick example"  
[X Link](https://x.com/siyul/status/2022404688998695315)  2026-02-13T20:17Z [----] followers, [---] engagements


"@compoundingcap1 Interesting thanks for the inputs. as my use is mostly for company research so quite diverse (and random topics) i kinda take as a given that my ads are not targeted. And yes Meta's ads targeting is a killer"  
[X Link](https://x.com/siyul/status/2022419234249412920)  2026-02-13T21:14Z [----] followers, [--] engagements


"What's your best idea that has a negative YTD performance Ideally 2-3 sentences explaining. When everyone is victory dancing their multi-baggers I want to hear from folks with conviction and doubling down on their underperformers"  
[X Link](https://x.com/siyul/status/1969459637637562625)  2025-09-20T17:52Z [----] followers, 106.3K engagements


"2026's first idea is live at "Under the Hood". Aimco $AIV trades at 20% below NAV. at first glance that sounds boring. isn't it My write-up argues no esp. if you have excess cash but are cautious about an overheated market: ✔ Upside bumps to 48% (to NAV) after next dividend payout (expected in 1H26) ✔ 15-22% IRR over 2-3 years with limited downside ✔ A clear and rapid liquidation path Credit goes to @Mr_Neutral_Man. He highlighted the idea after the $520Mn Brickwell sale in late Dec. https://twitter.com/i/web/status/2009257013709058417 https://twitter.com/i/web/status/2009257013709058417"  
[X Link](https://x.com/siyul/status/2009257013709058417)  2026-01-08T13:32Z [----] followers, [----] engagements


"Unlike ultra-gold bulls touting dozens of mining stocks at once (do they do deep dives) I dig deep and only surface with rare high-conviction names. Not touting but track record matters. [----] Kirkland $KL 2.5x (exit via $AEM m&a Y23) [----] Karora $KRR.TO 2.5x (exit via m&a Y24) [----] Aris $ARMN 4x ($4.2-$17) [----] Americas $USAS 5x ($1.25-6.4) Kirkland was pre-public writing the other [--] I shared full analysis publicly (SeekingAlpha +"Under the Hood" substack since 2024) Working on a compelling mining idea for [----] plan to publish by end of Jan. Subscribe (link in bio) and stay tuned"  
[X Link](https://x.com/siyul/status/2012918179824042229)  2026-01-18T16:01Z [----] followers, [----] engagements


"$SHG a top-tier bank 📈25% as it executes "My fav Banking Playbook" since July [----]. Adding $0.7/share div that's 27% return in [--] months outperforming: ✅ $XLF's 2% ✅3 SK peers (Hana $WF $KB ranged from 15%-20%) Quite a win for boring large foreign banks That together with $DB (3x+) $C (2x+) fair to say banking has treated us well. As promised the latest write-up is available at "Under the Hood." Like $C and $DB Shinhan FG a top-tier South Korean bank is executing my favorite banking playbook: ✅Profitable growth; ✅Curbing low RoTCE biz; ✅Buyback at deep discount to TBV. 9.5% RoTCE target 50%"  
[X Link](https://x.com/siyul/status/2014050174427890011)  2026-01-21T18:59Z [----] followers, [----] engagements


"Brutal price action in Healthcare today (Medicare flat rates news + uninspiring UNH ER) $MOH $CNC $ELV $UNH $CVS 📉7%- 📉20% In true contrarian fashion I'm removing the paywall on my Dec [----] deep dive into the gov't healthcare sector and highlighting $MOH as a standout pick. I remain bullish today given Molina's minimal Medicare exposure its ability to exit unprofitable markets and its Medicaid thesis remaining intact. This knee-jerk sell-off spells an opportunity imo. If you are contrarian in heart (excited when stocks are down) check it out; it is free to read today. Link in bio (and next"  
[X Link](https://x.com/siyul/status/2016223487778828448)  2026-01-27T18:55Z [----] followers, [----] engagements


"This 2nd-chance $UNFI call from Dec '25 was timely up 23% ($32/33-$40) vs. SPY/QQQ down 1% to 4%. Tri amigos bull call not bad yea😄 @kingdomcapadv @FishtownCap & me. $UNFI I wrote it in July at $27 then it quickly rose to $43 and many readers missed it. It's down 30% to $32-33. If you missed it this is your 2nd chance. Its now cheaper than when I wrote it. The 15% higher price tag gets you previously unknown cyber-attack impacts $UNFI I wrote it in July at $27 then it quickly rose to $43 and many readers missed it. It's down 30% to $32-33. If you missed it this is your 2nd chance. Its now"  
[X Link](https://x.com/siyul/status/2019455957495922829)  2026-02-05T16:59Z [----] followers, [----] engagements


"$MOH This represents X (and current market) sentiment which is: ✅Molina mgt can't even guide ✅Health insurers are uninvestable ✅Grave dance: M.Burry (whoever long) is dumb I got it it is easy for bears to grave dance on a bloodbath day. But "Untrustworthy mgt can't even guide" shows a lack of understanding of how the underlying pipeline works in gov't-sponsored healthcare. Not a dunk on Wasteland with many astute observations and insightful takes over the years. I remain convinced Molina is a compelling buy and fwiw I added $MOH this morning amid the bloodbath. Absurd guide down at health"  
[X Link](https://x.com/siyul/status/2019795403995021646)  2026-02-06T15:28Z [----] followers, [----] engagements


"Rather than applauding Waymo's efforts to achieve self-driving our senator is fixated on why using non-US resources to achieve safety outcomes and more embarrassingly highlighting that as THE big find. Yesterday I got Waymo to admit they are using people [----] miles away in the Philippines tohelp guide their self-driving cars in the U.S. This should scare us all. It must end. Yesterday I got Waymo to admit they are using people [----] miles away in the Philippines tohelp guide their self-driving cars in the U.S. This should scare us all. It must end"  
[X Link](https://x.com/siyul/status/2019888131390984382)  2026-02-06T21:37Z [----] followers, [----] engagements


"My hat's off to the $SoFi 's IR/marketing team or whoever came up with this 😂: "Annual Net Income per Issued Share based on ROTCE assumptions". I mean if it had raised at $30/share the number would have looked even more stunning. https://twitter.com/i/web/status/2019892549792506155 https://twitter.com/i/web/status/2019892549792506155"  
[X Link](https://x.com/siyul/status/2019892549792506155)  2026-02-06T21:54Z [----] followers, [----] engagements


"$HIMS Wild the CEO responded to a retailer's "buy all-in" request. Not even "This is not investment advice." Stock down 50% since. ofc the "every-other-co-is-a-Trillion-dollar-oppo" guy stepped in and gave his endorsement too"  
[X Link](https://x.com/siyul/status/2020341484562846046)  2026-02-08T03:38Z [----] followers, 14.9K engagements


"With $VAL at $76 after $RIG's all-stock offer this morning our Mar'25 Buy-the-dip (at $31/share) proved to be a buy at the bottom. Most forgot how brutal the sentiment toward offshore drilling was at the time with declining day rates ships out of contract etc. ofc luck is a factor but knowing what I own helps to stay steady and add during dark moments. I'm observing similar things today and will share my thoughts at "Under the Hood". Subscribe (link in bio) for updates. $VAL added at $31.28 (brutual 15% drawdown in 1w) It rebounded since I hope that was the bottom. What $31/share mean That's"  
[X Link](https://x.com/siyul/status/2020876908427169988)  2026-02-09T15:06Z [----] followers, [----] engagements


"$BTG The value you get from any investing newsletter is not victory dances when 📈 (tbf I occasionally do that 😂) but buy-the-dip conviction backed by reasoning when the stock is 📉. If you've been following me for a long time you will agree I mean every word of it. Most writers will highlight their previous write-ups when the price surges. Let me do the opposite today. $BTG my latest write-up idea📉10% with Gold decline today. Under $5/share 40%+ discount to a conservative fair value (when modeling gold at $3500/oz) and half the Most writers will highlight their previous write-ups when the"  
[X Link](https://x.com/siyul/status/2020905675807670275)  2026-02-09T17:00Z [----] followers, [----] engagements


"Dec '25 writeup (link in bio) https://x.com/siyul/status/1996594519324701125s=20 Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed https://t.co/FVXKr6rwqr https://x.com/siyul/status/1996594519324701125s=20 Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed"  
[X Link](https://x.com/siyul/status/2020986621953441904)  2026-02-09T22:22Z [----] followers, [----] engagements


"As a $MOH long ofc I read $OSCR 4Q25 ER. Oscar is a pure ACA Marketplace player. Its 4Q25 MLR at 95.4%. For 2026: It guides [----] to [----] bps MLR improvement AND 50% revenue increase. stock 📈 10% as if no one questions how it raises premiums significantly while adding members. What an investor base $OSCR got. (will read script to confirm if any sane mind exists😂) fwiw Molina projects a similar MLR improvement in Y26 but anticipates that only 1/3 of existing members will renew. And still nobody believed it. I'm long $MOH Molina Health a top gov't healthcare insurer down 70% from ATH and 60%"  
[X Link](https://x.com/siyul/status/2021219450658205961)  2026-02-10T13:47Z [----] followers, [----] engagements


"Is there a bucket big enough to hold either of their arrogance "every-other-stock-is-$1T-Oppo" Linares v.s. "every-other-one-is-blocked-or-dumb" Orr https://twitter.com/i/web/status/2021396384885432760 https://twitter.com/i/web/status/2021396384885432760"  
[X Link](https://x.com/siyul/status/2021396384885432760)  2026-02-11T01:30Z [----] followers, [----] engagements


"$HOOD Vlad on "Huge prediction market (gambling) customers cross-sell retirement product oppo." b4 you laugh at him it makes total sense. The more you gamble the more likely you need to delay retirement and more valuable your 401k/IRA account is. it is the broken-glass-on-the-road strategy to boost tire-repair business 😂He figured it out. https://twitter.com/i/web/status/2021624211169530105 https://twitter.com/i/web/status/2021624211169530105"  
[X Link](https://x.com/siyul/status/2021624211169530105)  2026-02-11T16:35Z [----] followers, [----] engagements


"@UrInsideMan Reddit's moderator community if you've not tried to publish there might not know is strong (and pain in the ass sometimes lol)"  
[X Link](https://x.com/siyul/status/2022342459125055534)  2026-02-13T16:09Z [----] followers, [---] engagements


"Subscribe at under the hood (link in bio) for in-depth write-ups"  
[X Link](https://x.com/siyul/status/2022668689632370863)  2026-02-14T13:46Z [----] followers, [---] engagements


"$UNFI I wrote it in July at $27 then it quickly rose to $43 and many readers missed it. It's down 30% to $32-33. If you missed it this is your 2nd chance. Its now cheaper than when I wrote it. The 15% higher price tag gets you previously unknown cyber-attack impacts (tiny) and mgt has since given/confirmed strong estimates for 2026-2027. I've known @kingdomcapadv and @FishtownCap for years and it's rare for us to agree on a stock (aka all fiercely independent😀). First time I recall us all strongly supporting a name at the same time. That alone might be worth your attention. See their latest"  
[X Link](https://x.com/siyul/status/1999215572655947843)  2025-12-11T20:31Z [----] followers, [----] engagements


"New write-up dropped: B2Gold a gold miner the most hated and mispriced mid-tier name in North America. My last two mining calls: ✅$ARMN (2024): $4.4-$20/share ✅$USAS (2025): $1.25-$9/share The same disciplined approach applies to this one. if you own $IAG $EDV.TO $EQX $AGI or any mid-tier gold name or just want to know why the market's harsh verdict is understandable but short-sighted this one is worth reading. Link in bio https://twitter.com/i/web/status/2015430576829047035 https://twitter.com/i/web/status/2015430576829047035"  
[X Link](https://x.com/siyul/status/2015430576829047035)  2026-01-25T14:24Z [----] followers, 46.1K engagements


"Most writers will highlight their previous write-ups when the price surges. Let me do the opposite today. $BTG my latest write-up idea📉10% with Gold decline today. Under $5/share 40%+ discount to a conservative fair value (when modeling gold at $3500/oz) and half the valuation compared to its peers. A compelling setup for a mid-tier gold miner. New write-up dropped: B2Gold a gold miner the most hated and mispriced mid-tier name in North America. My last two mining calls: ✅$ARMN (2024): $4.4-$20/share ✅$USAS (2025): $1.25-$9/share The same disciplined approach applies to this one. if you own"  
[X Link](https://x.com/siyul/status/2017297161340301648)  2026-01-30T18:01Z [----] followers, 20.7K engagements


"4Y ago Tom Gardner from Motley Fool spotlighted [--] names as his "20% compounder for 10Y" picks. Shopify $SHOP Snowflake $SNOW Trade Desk $TTD I challenged him on the difficult (almost impossible) math (60x p/s and 50B+ Mkt Cap at that time). 4Y later: $SHOP -20% $SNOW -38% $TTD -65% This isn't to dunk on Tom. He had an exceptional record. The point is that even the smartest can get swept up in euphoria leaving valuation with no room for error. Today I ask the same Q about $PLTR. At $350Bn Mkt Cap and 80x P/S how will it work https://twitter.com/i/web/status/2018850254636909023"  
[X Link](https://x.com/siyul/status/2018850254636909023)  2026-02-04T00:53Z [----] followers, 45.9K engagements


"I'm long $MOH Molina Health a top gov't healthcare insurer down 70% from ATH and 60% last year. To my well-informed bear friends bring your best reasoning why it is still a short today. I would love to hear them and give my response. Just don't mention Michael Burry's name. https://twitter.com/i/web/status/2020968034504999068 https://twitter.com/i/web/status/2020968034504999068"  
[X Link](https://x.com/siyul/status/2020968034504999068)  2026-02-09T21:08Z [----] followers, 40.9K engagements


"I said in July '25: " $SHG Shinhan today reminds me of Deutsche Bank $DB in March [----] (2x since)." Perfect execution since. In 4Q25 10% RoTCE 50% payout (half div half buyback) TBV 10%+ YoY. up 50% since July'25 still trade at 0.85-0.9x P/TBV with a strong Korean market backdrop. The 4th winning bank pick at "Under the Hood" since [----] As promised the latest write-up is available at "Under the Hood." Like $C and $DB Shinhan FG a top-tier South Korean bank is executing my favorite banking playbook: ✅Profitable growth; ✅Curbing low RoTCE biz; ✅Buyback at deep discount to TBV. 9.5% RoTCE target"  
[X Link](https://x.com/siyul/status/2021600843976360294)  2026-02-11T15:02Z [----] followers, [----] engagements


"As a contrarian investor nothing beats seeing a re-rating. First they laugh at you. Then they ignore you. Then they violently agree with you just 6-18 months too late. That's $VAL and $SHG recently. $VAL: $RIG bid offshore assets now become new gold $SHG: chip/memory demand surge Korean market ATH with a low IR market loves Korean banks now. Both ideas were published in "Under the Hood" in Feb and July '25. $VAL 2x+ $SHG 55%+. If you enjoy watching motions (or be part of it) like this (the consensus gets proven wrong) I think you won't be disappointed to find them (link in bio) earlier than"  
[X Link](https://x.com/siyul/status/2021961798467846632)  2026-02-12T14:57Z [----] followers, [----] engagements


"Reddit $RDDT Not my typical "hard asset 50c-on-the-$" idea not even optically cheap but down bigly amid AI/software decline. Reddit is now "Internet Truth by collective human wisdom" previously held by Wikipedia imo. In my experience as a user and supported by data it deserves a 'built-differently' title. Check out the head-to-head chart how its ARPU YoY% vs $PINS $META $SNAP Surging today with some insider buying. Not to chase but worth adding to your mind map imo. Doing more work consider a write-up. Your thoughts/comments/user experience are welcome."  
[X Link](https://x.com/siyul/status/2022337444071289151)  2026-02-13T15:49Z [----] followers, [----] engagements


"Good to read some bear thesis $RDDT https://x.com/Fierce__beast/status/2022007361322525051 $RDDT bear thesis: https://t.co/KijY5sCPdJ https://x.com/Fierce__beast/status/2022007361322525051 $RDDT bear thesis: https://t.co/KijY5sCPdJ"  
[X Link](https://x.com/siyul/status/2022393244563493325)  2026-02-13T19:31Z [----] followers, [----] engagements


"Noticed a concerning trend in investing write-up. "ask a few Qs get AI answers boom an idea writeup". Often filled with polished facts comprehensive data and well-structured arguments but it lacks the soul of an investor with battlefield experience. At "Under the Hood" ofc we use AI but AI won't override my judgement to source select and highlight the most compelling ideas that's my sacred responsibility. That's my pledge. https://twitter.com/i/web/status/2022404093566665042 https://twitter.com/i/web/status/2022404093566665042"  
[X Link](https://x.com/siyul/status/2022404093566665042)  2026-02-13T20:14Z [----] followers, [----] engagements


"$EBAY Market cap surpassed $PYPL in early Feb the first time since its spinoff. At the peak in [----] $PYPL = 8x $EBAY"  
[X Link](https://x.com/siyul/status/2022855408956666204)  2026-02-15T02:08Z [----] followers, [----] engagements


"A fairly balanced take on $RDDT re: Reddit / Google relationship. https://x.com/undrvalue/status/2022745057896583202s=20 Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers are hard to argue with. $2.2B in revenue up 69%. $530M in net income after [--] years of losses. Margin expansion. $1B buyback authorized. Its an ads biz. Reddit https://x.com/undrvalue/status/2022745057896583202s=20 Reddit $RDDT has been all over my feed and I wanted to put some thoughts together First - their [----] numbers are hard to argue with. $2.2B in revenue up"  
[X Link](https://x.com/siyul/status/2022876911202873817)  2026-02-15T03:33Z [----] followers, [----] engagements


"@DeepIceValue I don't know the details of their $PLTR debates. But I wouldn't ridicule Amit just because one is famed Burry the other is nobody Amit. The merit shall prevail not the fame"  
[X Link](https://x.com/siyul/status/2022879185816215707)  2026-02-15T03:42Z [----] followers, [---] engagements


"@dirtcheapbanks Step 3b: Wake up to become an acquirer at 1.4x TBV"  
[X Link](https://x.com/siyul/status/2017767062735638925)  2026-02-01T01:08Z [----] followers, [---] engagements


"Here is the problem when investors listen to Rick Rule's (or metal experts alike) advice on Gold. It is like you are in a steakhouse and want an unbiased opinion on "which is better: Beef or Pork" To most gold experts: "Invest Gold or Not" was never a question or a choice; it was is and always will be allegiance. Rick Rule: Were in a bull market - dont waste it. - In the 1970s the gold price fell [--] times by 30% or more - 1971-1975: Gold increased 6x from $35 to $200 - In [----] gold fell from $200 to $100 Everyone shaken out at $100 missed the move to $850 by [----] You have to"  
[X Link](https://x.com/siyul/status/2017769168154624463)  2026-02-01T01:17Z [----] followers, [----] engagements


"@_SeanDavid Is 'beating earning' that meaningful (thus impressive) anymore given so much is allocated under CapEx and the line between growth vs maintenance CapEx is debatable"  
[X Link](https://x.com/siyul/status/2017961929524826573)  2026-02-01T14:03Z [----] followers, [---] engagements


"@joe_oa it happens (to all authors) don't let that ruin your otherwise wonderful Sunday not even a minute"  
[X Link](https://x.com/siyul/status/2017986117891510392)  2026-02-01T15:39Z [----] followers, [---] engagements


"First time ever I really feel: "The World is Eating Software" Wow - It is a relief for me with a sizeable exposure in mining banking drilling banana healthcare casinos RE except for a damn FinTech payment platform (who stays with software)😂"  
[X Link](https://x.com/siyul/status/2018779663712354717)  2026-02-03T20:12Z [----] followers, [----] engagements


"@ArmsGarrett Appreciate the idea it looks interesting at first glance. However it reminds me of $ Dole back in 2021/2 somewhat similar storyline but hasn't worked like a winner yet (still holding)"  
[X Link](https://x.com/siyul/status/2019053721766727874)  2026-02-04T14:21Z [----] followers, [---] engagements


"@NestBetter For me the real alternate reality would be a deep dive into Site [--] covering its progress/delays blocking issues challenges how we plan to address them and what that means for the timeline. Stock might not move but I would double down"  
[X Link](https://x.com/siyul/status/2019074542845432021)  2026-02-04T15:44Z [----] followers, [---] engagements


"This co. picked the following as a compensation peer group in May [----]. Half* are 📉75% [--] zero ( $FRB $SVB ) since. Got to say the comp committee knows how to pick losers esp banks. Any guess which co is it❓ (hint: a bank) * $afrm $cvna $open $tree $rdfn $root $upst"  
[X Link](https://x.com/siyul/status/1656392558472200193)  2023-05-10T20:15Z [----] followers, [----] engagements


"$BABA Reading the same 1Q24 ER Investors from NY and HK think VERY (8%) differently. And that is a $190Bn mega-cap. How come and Who is right http://9988.HK http://9988.HK"  
[X Link](https://x.com/siyul/status/1790595514834075777)  2024-05-15T04:10Z [----] followers, [----] engagements


"$HHH Its Woodland office tower $130Mn loan was refinanced at 7.075% for 5Y. It shows Howard Hughes's asset strength & potentially some early signs of office rental revival. $SLG $VNO"  
[X Link](https://x.com/siyul/status/1801638953197387827)  2024-06-14T15:32Z [----] followers, [----] engagements


"What's your best high-leverage small-cap idea (roulette-style ok as long as great risk/reward😀)"  
[X Link](https://x.com/siyul/status/1824886590365131190)  2024-08-17T19:10Z [----] followers, 57.4K engagements


"1Q25 Earnings and Position Updates ✔Exit $IAC Add $HHH $SEG and $VAL ✔Selected Earning insights $SEG $VAL $BUR $TRIP ✔"Under the Hood" tracking performance Link in bio"  
[X Link](https://x.com/siyul/status/1923022153504432606)  2025-05-15T14:26Z [----] followers, [----] engagements


"@puppyeh1 @FishtownCap I'm thinking (hope) the same. The barrier to that path is that Asian players themselves are cheap too (e.g. BOC Aviation)"  
[X Link](https://x.com/siyul/status/1962859550882603427)  2025-09-02T12:45Z [----] followers, [---] engagements


"@FluctusCapital @Fenmagne I don't have a minimum return target per se case by case. Thanks for sharing ideas just note it's interesting to hear cannabis REITs' ideas as cannabis is on my research pipeline"  
[X Link](https://x.com/siyul/status/1965750835700531341)  2025-09-10T12:14Z [----] followers, [---] engagements


"$LODE 3Q25 ER no surprise all progress as expected. Up 7% today at $3.2/share 51Mn shares $30Mn net cash $130Mn EV 5% below early Oct when I published the writeup. To reiterate for $130Mn EV you get: ✅A conservative $80Mn fair value in Real Estate (for data center) equity interest and NOL. ✅80% Comstock metal a Solar Panel recycler with tech leadership and 5x+ TAM growth potential. ✅75% Bioleum a clean energy co with [--] pricing events valuing it at $0.5-1Bn. Among 50+ ideas from my best ideas for 'YTD underperformers' thread I find $LODE the most intriguing. Over the last [--] weeks I reviewed"  
[X Link](https://x.com/siyul/status/1983984393719808181)  2025-10-30T19:48Z [----] followers, [----] engagements


"At UTH ("Under the Hood") "Pick of the Year" is to challenge us in public and to have fun. Here are the picks since Y21: Y21's $DB ($10 - $35 now) Y22's $C ($40 - $100 now) Y23's $VNO ($20 - exit in Y25 at $40) From [----] ideas are published on UTH sub_stack. Y24's $SEG ($26 - $24 now) Y25's $VAL ($35 - $56 now) Remain long in all except $VNO. [--] criteria for the pick. "Quality Asset at Temporary Distress" and "2x in 3Y expected return" So far all meet the "2x in 3Y" bar except for $SEG (the jury is still out and I remain bullish). I'm compiling ideas for "UTH's Pick of the Year 2026". The"  
[X Link](https://x.com/siyul/status/1984973449245208960)  2025-11-02T13:18Z [----] followers, [----] engagements


"$IAC down 13% to $28/share after a weak 3Q25 report. It was a depressing report its Meredith search biz deserves a haircut agreed. That said its $MGM stake is worth $26/share. It has 0.7Bn cash 9/share. I'm watching (not buying) but I must say it gets enticing here. https://twitter.com/i/web/status/1985461546441478653 https://twitter.com/i/web/status/1985461546441478653"  
[X Link](https://x.com/siyul/status/1985461546441478653)  2025-11-03T21:38Z [----] followers, [----] engagements


"Looking back $IAC was another well-timed exit in May at UTH. https://x.com/siyul/status/1923413982854988067 In my recent update I discussed $IAC exit despite its sizeable (20%) discount to SOTP valuation and $HHH addition after Ackman's revised deal. https://t.co/7ZXclVvV2N https://x.com/siyul/status/1923413982854988067 In my recent update I discussed $IAC exit despite its sizeable (20%) discount to SOTP valuation and $HHH addition after Ackman's revised deal. https://t.co/7ZXclVvV2N"  
[X Link](https://x.com/siyul/status/1985462185796026843)  2025-11-03T21:40Z [----] followers, [----] engagements


"For a fun Friday night🎇 share your best US-listed idea with a tagline pitch and I will offer my best-effort pushback or say you are right. Just tonight"  
[X Link](https://x.com/siyul/status/1997065883865231788)  2025-12-05T22:09Z [----] followers, [----] engagements


"The portfolio move made based on this write-up has generated 13%+ pure alpha over the last [--] days. The move Buy $MOH (Molina Health) Sell 1/3 $VAL (Valaris) $MOH up 10% $VAL 3.5% since the writeup. Most noticeably $MOH has outperformed its peers since an early sign that market overpunishment is over. I paused the further move (I think a bit overdone) for now but plan to move more ( $VAL - $MOH) in the next 1-2 months. Read and subscribe UTH (link in bio) to get updates like this Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have"  
[X Link](https://x.com/siyul/status/1999135253684707650)  2025-12-11T15:12Z [----] followers, [----] engagements


"I'm floored that half replies with the same stock. $AUE.AX Anyone care to give a quick/strong pitch Found an ASX listed stock with very high probability of 3-5x returns in [----] at $4500 gold Found an ASX listed stock with very high probability of 3-5x returns in [----] at $4500 gold"  
[X Link](https://x.com/siyul/status/2013007988022292672)  2026-01-18T21:57Z [----] followers, 15.8K engagements


"$GLNG 1Q25ER clarifies its YPF contracts economics. I packed all info in the valuation table below. It includes [--] scenarios from no commodity upside to $12/MMBtu FOB Ebitda ranging from $0.84Bn to $1.2Bn/year At $39/share today it roughly trade at 7.7x 6.2x and 5.2x Ev/Ebitda in [--] scenarios. Note: Scenario [--] reflects TTF FOB price today ($10/MMBtu) Model excludes inflation adj (30% of US CPI after 5Y) Model excludes future vessel development EV includes $1.5Bn to complete MKII. https://twitter.com/i/web/status/1927396812647780539 https://twitter.com/i/web/status/1927396812647780539"  
[X Link](https://x.com/siyul/status/1927396812647780539)  2025-05-27T16:09Z [----] followers, 13K engagements


"@SFarringtonBKC @AndrewM61370616 I enjoyed your "sunk cost of knowledge in $RILY" lol. I spent time in $FRG case a while back and my impression is B Riley's involvement is more than "made a bad bet on a good faith investment". that said you made an interesting case here. might worth another look"  
[X Link](https://x.com/siyul/status/1943045743817699537)  2025-07-09T20:33Z [----] followers, [---] engagements


"$DECK from @andrewcoye hated consumer discretionary space depressed price yet lively brands (Ugg and Hoka). https://x.com/andrewcoye/status/2007087000206422283s=20 Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial [----] $LSXMK ( $SIRI) -(38)% The Dogstar [----] $AER +158% Compounding aerospace shortages 2026: Top Idea $DECK Deckers Outdoors $DECK was one of the worst performers in the S&P https://t.co/vBBnkSJyGm https://x.com/andrewcoye/status/2007087000206422283s=20 Shall we contribute to Top Ideas* for [----] Recap: [----] $GTX +99% Turbocharged industrial"  
[X Link](https://x.com/siyul/status/2008198047323598927)  2026-01-05T15:24Z [----] followers, [----] engagements


"$RELY Remitly has been on my watchlist for a while. I said I might take a serious look if it $15/share. Well it arrives today and now it's $12-13. I don't have an informed view. If anyone gets some insights/opinion would love to hear. Might add a bit of spice to a bull vs bear discovery. bull case from Mario @mario_cibelli vs bear case from @sprucepointcap https://twitter.com/i/web/status/1986509065506209890 https://twitter.com/i/web/status/1986509065506209890"  
[X Link](https://x.com/siyul/status/1986509065506209890)  2025-11-06T19:00Z [----] followers, [----] engagements


"Links Bear case: Bull case: https://www.youtube.com/watchv=3aXemRDOglM https://www.sprucepointcap.com/research/remitly-global-inc https://www.youtube.com/watchv=3aXemRDOglM https://www.sprucepointcap.com/research/remitly-global-inc"  
[X Link](https://x.com/siyul/status/1986511000816755178)  2025-11-06T19:08Z [----] followers, [----] engagements


"$FFIC a tiny community bank is up $3 ($12-15) 25%+ in [--] months vs $SPY 5% $XLF 2% $KRE 3%. Despite "Mandani discount large CRE exposure and unwilling-to-sell mgt team." $22 is parity to tangible book; still plenty of upside remains. UTH Position Updates - Banks: - Trimmed 25% $C $DB - Adding $SHG - Initiated a new community bank position $SHG Shinhan a top-tier Korean bank traded at [----] TBV and was featured on UTH in July. But a Community bank Are all of them being hated Yes and let me explain https://t.co/XsyIFPAkik UTH Position Updates - Banks: - Trimmed 25% $C $DB - Adding $SHG -"  
[X Link](https://x.com/siyul/status/1986855814330474856)  2025-11-07T17:58Z [----] followers, [----] engagements


"$VAL added at $31.28 (brutual 15% drawdown in 1w) It rebounded since I hope that was the bottom. What $31/share mean That's $2.2Bn MktCap $2.9Bn EV That's $275Mn for each active ship (total 8👇) and if we count [--] newly acquired DS13/14 that is $220Mn for each ship. At today Day Rate these ships rake in $160Mn a year. 30-35% EBITDA and high cash conversion they print $40Mn+ FCF/year each. $40Mn+ FcF at $220Mn valuation Call it crazy math. That doesn't count semi(2) Jackup (33) and 50% ARO which more than offset 0.7Bn debts. In $VAL Bull's eyes: We are f* back The reality😂. hope that's a"  
[X Link](https://x.com/siyul/status/1896997282190397864)  2025-03-04T18:52Z [----] followers, 89.4K engagements


"$VAL Announced today it sold its Valaris [---] JU for $108Mn that is 50x my estimated book value you read it right And it isn't a real surprise as it sold Valaris [---] and [---] in Apr [--] at $62Mn each (at $2Mn book value). At this trend Valaris' [--] Jackups alone will be worth 4x its Enterprise Value. What is Offshore Drilling Bros bear thesis today https://twitter.com/i/web/status/1919519964270104641 https://twitter.com/i/web/status/1919519964270104641"  
[X Link](https://x.com/siyul/status/1919519964270104641)  2025-05-05T22:29Z [----] followers, 31.6K engagements


"As promised the latest write-up is available at "Under the Hood." Like $C and $DB Shinhan FG a top-tier South Korean bank is executing my favorite banking playbook: ✅Profitable growth; ✅Curbing low RoTCE biz; ✅Buyback at deep discount to TBV. 9.5% RoTCE target 50% shareholder payout 0.61x P/TBV. Shinhan today reminds me of Deutsche Bank $DB in March [----] (2x since). Link in bio. Trimming $C at $85 (avg cost $40) Trimmed $DB at $30 (avg cost $11) Proceeds for a new position: Yet Another Deep-value Bank 0.6x P/TBV 9-10% RoTCE and aggressive shareholder payout. Plan to publish the write-up after"  
[X Link](https://x.com/siyul/status/1942041514042921444)  2025-07-07T02:02Z [----] followers, 24K engagements


"Contrarian Investing is to grasp the market consensus to have a variant view (why the market is wrong) and have data/reasoning to support it. In the latest work I discussed why gov't-sponsored healthcare insurers are being hated and why they deserve a look. I discussed top players $UNH $ELV $CNC $MOH $CVS and what I'm buying now (what I sold to fund) Available at "Under the Hood" link in bio"  
[X Link](https://x.com/siyul/status/1996594519324701125)  2025-12-04T14:56Z [----] followers, 22.1K engagements

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