[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @stockthoughts81 Uncovering Value Uncovering Value posts on X about $bn, insurance, $bnt, $bam the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::3078628062/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +81% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::3078628062/posts_active)  - X Week XX -XX% - X Month XX +66% - X Months XXX -XX% - X Year XXX +14% ### Followers: XXXXXX [#](/creator/twitter::3078628062/followers)  - X Week XXXXXX +0.12% - X Month XXXXXX +0.72% - X Months XXXXXX +2.90% - X Year XXXXXX +18% ### CreatorRank: XXXXXXX [#](/creator/twitter::3078628062/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) XX% [finance](/list/finance) XX% [cryptocurrencies](/list/cryptocurrencies) XX% [mlb](/list/mlb) X% [countries](/list/countries) X% **Social topic influence** [$bn](/topic/$bn) #9, [insurance](/topic/insurance) #336, [$bnt](/topic/$bnt) #10, [$bam](/topic/$bam) 16%, [$musa](/topic/$musa) #1, [$apo](/topic/$apo) #5, [retirement](/topic/retirement) 8%, [$cg](/topic/$cg) 8%, [acquisition](/topic/acquisition) 8%, [bnt](/topic/bnt) X% **Top accounts mentioned or mentioned by** [@arajbhandari](/creator/undefined) [@tschoenberg22](/creator/undefined) [@sarahsholder](/creator/undefined) [@310value](/creator/undefined) [@pythiar](/creator/undefined) [@lewistowncap](/creator/undefined) [@rumipartners](/creator/undefined) [@analogcap](/creator/undefined) [@tomsmith839](/creator/undefined) [@evrgn11112231](/creator/undefined) **Top assets mentioned** [Brookfield Corporation (BN)](/topic/$bn) [Bancor (BNT)](/topic/$bnt) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [MURPHY USA INC. (MUSA)](/topic/$musa) [Apollo Global Management, Inc. (APO)](/topic/$apo) [Carlyle Group, Inc. (CG)](/topic/$cg) [Casey's General Stores, Inc. (CASY)](/topic/$casy) [monday.com Ltd. Ordinary Shares (MNDY)](/topic/$mndy) [Decentral Games (DG)](/topic/$dg) [Dollar Tree Inc (DLTR)](/topic/$dltr) [KKR & Co, Inc. (KKR)](/topic/$kkr) [OwlDAO (OWL)](/topic/$owl) [Burford Capital Limited (BUR)](/topic/$bur) [Blackstone, Inc. (BX)](/topic/$bx) ### Top Social Posts Top posts by engagements in the last XX hours "On $BN plan value/investor day After skimming the deck and transcript - Plan Value itself is fairly transparent and they do a good job at least illustrating how they arrive at their estimate. The hard part is understanding the assumptions inside each bucket especially real estate and the 15x BWS DE multiple and whether those really make sense. Unlisted asset marks seems almost impossible to diligence other than from a culture perspective. Whether BWS deserves that multiple or has some left tail risk is a similar question. The DE multiple slides translate todays Plan Value into 27x today's DE" [X Link](https://x.com/stockthoughts81/status/1991132772769890591) 2025-11-19T13:13Z 10.3K followers, 1000 engagements "I was playing around with a $BN model that basically reflected real estate marked down a lot and still showing decent upside. If you push the stress test further and zero the real estate fair value while still letting roughly 30b of property-level debt flow through and hit BN you flip the story to symmetrical downside. Given that the whole pitch is non-recourse ring-fenced leverage that feels like a pretty aggressive way to wire the downside case. I am only on day three with this so for now it is just a note-to-self on how much hinges on what you assume can actually migrate up to BN. But IDK" [X Link](https://x.com/stockthoughts81/status/1991877173867626740) 2025-11-21T14:31Z 10.3K followers, 1419 engagements ""One Way to Solve the Retirement Savings Gap: Increase Availability of Annuities in 401(k) Plans" - CEO of Brookfield Wealth Solutions $BN" [X Link](https://x.com/stockthoughts81/status/1993501859282305199) 2025-11-26T02:07Z 10.3K followers, XXX engagements "$BN $BAM did this - from sept 2023 - end up being anything I cannot seem to find the report. UNITE HERE Releases Real Estate Runaround: How Brookfields Insurance Venture Offers Reward for Investors Risk for Retirees" [X Link](https://x.com/stockthoughts81/status/1995326549751410805) 2025-12-01T02:58Z 10.3K followers, 1467 engagements "I wonder what the diligence process looks like for $BN when they are buying insurers for 1x book. Especially in terms of how granular they can get on the policy analysis sample and surveying techniques for doing that effectively etc" [X Link](https://x.com/stockthoughts81/status/1995855190495498267) 2025-12-02T13:58Z 10.3K followers, 1545 engagements "Marc Rowan - yes there is systemic risk in the insurance industry. But Athene shouldn't be lumped in with that bucket and smaller ratings agencies isn't the place to focus. One area of concern is softer non-US regulations. $APO" [X Link](https://x.com/stockthoughts81/status/1998742779019526326) 2025-12-10T13:13Z 10.3K followers, 1354 engagements "Digging into $MUSA; fuel retail is new to me. Any go-to primers on retail fuel economics Focused on cents-per-gallon margins: history volatility/knowability and how to frame valuation within context of that. DMs open" [X Link](https://x.com/stockthoughts81/status/1973390021085331935) 2025-10-01T14:10Z 10.3K followers, XXX engagements "Great new writeup at bottom of thread $CASY $MUSA $ATD" [X Link](https://x.com/stockthoughts81/status/1978565464591667415) 2025-10-15T20:55Z 10.3K followers, 4304 engagements "Way underfollowed: former Accel-KKR Associate (and Detroit Tigers player) doing really in-depth software writeups @LewistownCap Just released this one on $MNDY" [X Link](https://x.com/stockthoughts81/status/1991172772748206298) 2025-11-19T15:52Z 10.3K followers, 1909 engagements "$BAM This was also good where Nima breaks down the leverage at the different entity levels. Kind of like a unit economics/transaction level example. And to me - it doesn't seem very levered at all How does this blow up (these numbers/structure somewhat dated but think picture still generally same) Individual asset level eg transmission line - probably has appropriate non-recourse project debt tied to stable CFs Then you have a listed perpetual LP vehicle like BIP. BIP's balance sheet holds equity stakes in a bunch of these kinds of underlying assets. They may have some modest recourse" [X Link](https://x.com/stockthoughts81/status/1991495470074458586) 2025-11-20T13:14Z 10.3K followers, 2837 engagements "Reserve split (approx.): BWS ( $BN $BNT) is XX% Annuity/FA X% Life. Fortitude ( $CG) is XX% Annuity XX% Life. BWS's annuity concentration is driven by the AEL acquisition while Fortitude's large Life share reflects its AIG runoff roots" [X Link](https://x.com/stockthoughts81/status/1992259569540862223) 2025-11-22T15:51Z 10.3K followers, XXX engagements "Brookfield took American National + AEL from $5b annuity production a year to $25b" [X Link](https://x.com/stockthoughts81/status/1994765766433149189) 2025-11-29T13:49Z 10.3K followers, XXX engagements "Earlier this year $BN contributed $3.5b of $BAM shares to $BNT in exchange for 42m shares and a $1.8b promissory note. I thought this was interesting. is this kind of intercompany loan standard practice with $BN Not sure how to think about. In 2024 they also moved $1b $BAM shares to help fund the AEL acquisition. Doesn't appear this 2025 one was for anything specific just capital growth as Flatt looks to reinvest there" [X Link](https://x.com/stockthoughts81/status/1995486965597134976) 2025-12-01T13:35Z 10.3K followers, 1025 engagements "Turns out $MUSA CFO departed to take the role at $ARKO" [X Link](https://x.com/stockthoughts81/status/1995523017447964866) 2025-12-01T15:58Z 10.3K followers, 1213 engagements "Does anyone know the best way to find statutory US insurance filings (schedule D etc.) for a given insurer I am looking at Argonaut Insurance Company NAIC Number 19801 NE domicile $BN $BNT" [X Link](https://x.com/stockthoughts81/status/1996219269684621400) 2025-12-03T14:05Z 10.3K followers, 1668 engagements "Me finding NAIC's InsData: "Oh nice I can download each entity's quarterly filings for only a few bucks" The $BNT entities org chart (there are two more pages not shown here: I like how it just says "Bruce Flatt" at the top" [X Link](https://x.com/stockthoughts81/status/1996580353671061801) 2025-12-04T14:00Z 10.3K followers, 1027 engagements "The Q3 2025 interim report shows $BN capitalizing $BNT mainly through in-kind transfers of Brookfield-ecosystem assets rather than cash. In June Brookfield contributed $XXX billion of BAM shares in exchange for Class C shares and a promissory note recorded in Due to related parties followed by a further $XXX million of contributed investments. The contractual $XXX billion equity commitment remains undrawn so recent balance-sheet growth is being driven by intercompany equity and debt. On the asset side these moves help push related-party investments from $XXXX billion at year-end 2024 to $18.3" [X Link](https://x.com/stockthoughts81/status/1996946450282869117) 2025-12-05T14:15Z 10.3K followers, 1469 engagements "Very well researched writeup on $DG $DLTR pricing/labor issues "More than two dozen current and former employees of the chain in XX states interviewed by the Guardian agreed that price discrepancies are the byproduct of the companys employment policies."" [X Link](https://x.com/stockthoughts81/status/1998050837868716112) 2025-12-08T15:23Z 10.3K followers, 2355 engagements "$MUSA on structurally higher fuel margins and the potential for further increases from cyclically depressed levels" [X Link](https://x.com/stockthoughts81/status/1987956584094298229) 2025-11-10T18:52Z 10.3K followers, 1111 engagements "Any recommendations for someone just looking at $BAM $BN for the first time" [X Link](https://x.com/stockthoughts81/status/1990613359528435771) 2025-11-18T02:49Z 10.3K followers, 4221 engagements "Interesting interview with @a_rajbhandari and @Tschoenberg22 by @sarahsholder about the systemic risks arising from PE's post-GFC entry into insurance" [X Link](https://x.com/stockthoughts81/status/1998392997730193793) 2025-12-09T14:03Z 10.3K followers, 2269 engagements "Why are the alts up today Is it something someone said at GS $APO $KKR $OWL $BX $CG $BUR leading the way on my watchlist today" [X Link](https://x.com/stockthoughts81/status/1998452436772512058) 2025-12-09T17:59Z 10.3K followers, 1612 engagements "@a_rajbhandari @Tschoenberg22 @sarahsholder Part X in the series - The Offshoring of Americas Retirement Savings Images below: 1) Reinsurance explained 2) $APO has highest portion of risk transferred to Bermuda and highest portion of that risk to its own entity" [X Link](https://x.com/stockthoughts81/status/1998750975411032568) 2025-12-10T13:45Z 10.3K followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@stockthoughts81 Uncovering Value
Uncovering Value posts on X about $bn, insurance, $bnt, $bam the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX -XX%
- X Month XXXXXX +81%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XX +66%
- X Months XXX -XX%
- X Year XXX +14%
Followers: XXXXXX #
- X Week XXXXXX +0.12%
- X Month XXXXXX +0.72%
- X Months XXXXXX +2.90%
- X Year XXXXXX +18%
CreatorRank: XXXXXXX #
Social Influence
Social category influence stocks XX% finance XX% cryptocurrencies XX% mlb X% countries X%
Social topic influence $bn #9, insurance #336, $bnt #10, $bam 16%, $musa #1, $apo #5, retirement 8%, $cg 8%, acquisition 8%, bnt X%
Top accounts mentioned or mentioned by @arajbhandari @tschoenberg22 @sarahsholder @310value @pythiar @lewistowncap @rumipartners @analogcap @tomsmith839 @evrgn11112231
Top assets mentioned Brookfield Corporation (BN) Bancor (BNT) Brookfield Asset Management Inc (BAM) MURPHY USA INC. (MUSA) Apollo Global Management, Inc. (APO) Carlyle Group, Inc. (CG) Casey's General Stores, Inc. (CASY) monday.com Ltd. Ordinary Shares (MNDY) Decentral Games (DG) Dollar Tree Inc (DLTR) KKR & Co, Inc. (KKR) OwlDAO (OWL) Burford Capital Limited (BUR) Blackstone, Inc. (BX)
Top Social Posts
Top posts by engagements in the last XX hours
"On $BN plan value/investor day After skimming the deck and transcript - Plan Value itself is fairly transparent and they do a good job at least illustrating how they arrive at their estimate. The hard part is understanding the assumptions inside each bucket especially real estate and the 15x BWS DE multiple and whether those really make sense. Unlisted asset marks seems almost impossible to diligence other than from a culture perspective. Whether BWS deserves that multiple or has some left tail risk is a similar question. The DE multiple slides translate todays Plan Value into 27x today's DE"
X Link 2025-11-19T13:13Z 10.3K followers, 1000 engagements
"I was playing around with a $BN model that basically reflected real estate marked down a lot and still showing decent upside. If you push the stress test further and zero the real estate fair value while still letting roughly 30b of property-level debt flow through and hit BN you flip the story to symmetrical downside. Given that the whole pitch is non-recourse ring-fenced leverage that feels like a pretty aggressive way to wire the downside case. I am only on day three with this so for now it is just a note-to-self on how much hinges on what you assume can actually migrate up to BN. But IDK"
X Link 2025-11-21T14:31Z 10.3K followers, 1419 engagements
""One Way to Solve the Retirement Savings Gap: Increase Availability of Annuities in 401(k) Plans" - CEO of Brookfield Wealth Solutions $BN"
X Link 2025-11-26T02:07Z 10.3K followers, XXX engagements
"$BN $BAM did this - from sept 2023 - end up being anything I cannot seem to find the report. UNITE HERE Releases Real Estate Runaround: How Brookfields Insurance Venture Offers Reward for Investors Risk for Retirees"
X Link 2025-12-01T02:58Z 10.3K followers, 1467 engagements
"I wonder what the diligence process looks like for $BN when they are buying insurers for 1x book. Especially in terms of how granular they can get on the policy analysis sample and surveying techniques for doing that effectively etc"
X Link 2025-12-02T13:58Z 10.3K followers, 1545 engagements
"Marc Rowan - yes there is systemic risk in the insurance industry. But Athene shouldn't be lumped in with that bucket and smaller ratings agencies isn't the place to focus. One area of concern is softer non-US regulations. $APO"
X Link 2025-12-10T13:13Z 10.3K followers, 1354 engagements
"Digging into $MUSA; fuel retail is new to me. Any go-to primers on retail fuel economics Focused on cents-per-gallon margins: history volatility/knowability and how to frame valuation within context of that. DMs open"
X Link 2025-10-01T14:10Z 10.3K followers, XXX engagements
"Great new writeup at bottom of thread $CASY $MUSA $ATD"
X Link 2025-10-15T20:55Z 10.3K followers, 4304 engagements
"Way underfollowed: former Accel-KKR Associate (and Detroit Tigers player) doing really in-depth software writeups @LewistownCap Just released this one on $MNDY"
X Link 2025-11-19T15:52Z 10.3K followers, 1909 engagements
"$BAM This was also good where Nima breaks down the leverage at the different entity levels. Kind of like a unit economics/transaction level example. And to me - it doesn't seem very levered at all How does this blow up (these numbers/structure somewhat dated but think picture still generally same) Individual asset level eg transmission line - probably has appropriate non-recourse project debt tied to stable CFs Then you have a listed perpetual LP vehicle like BIP. BIP's balance sheet holds equity stakes in a bunch of these kinds of underlying assets. They may have some modest recourse"
X Link 2025-11-20T13:14Z 10.3K followers, 2837 engagements
"Reserve split (approx.): BWS ( $BN $BNT) is XX% Annuity/FA X% Life. Fortitude ( $CG) is XX% Annuity XX% Life. BWS's annuity concentration is driven by the AEL acquisition while Fortitude's large Life share reflects its AIG runoff roots"
X Link 2025-11-22T15:51Z 10.3K followers, XXX engagements
"Brookfield took American National + AEL from $5b annuity production a year to $25b"
X Link 2025-11-29T13:49Z 10.3K followers, XXX engagements
"Earlier this year $BN contributed $3.5b of $BAM shares to $BNT in exchange for 42m shares and a $1.8b promissory note. I thought this was interesting. is this kind of intercompany loan standard practice with $BN Not sure how to think about. In 2024 they also moved $1b $BAM shares to help fund the AEL acquisition. Doesn't appear this 2025 one was for anything specific just capital growth as Flatt looks to reinvest there"
X Link 2025-12-01T13:35Z 10.3K followers, 1025 engagements
"Turns out $MUSA CFO departed to take the role at $ARKO"
X Link 2025-12-01T15:58Z 10.3K followers, 1213 engagements
"Does anyone know the best way to find statutory US insurance filings (schedule D etc.) for a given insurer I am looking at Argonaut Insurance Company NAIC Number 19801 NE domicile $BN $BNT"
X Link 2025-12-03T14:05Z 10.3K followers, 1668 engagements
"Me finding NAIC's InsData: "Oh nice I can download each entity's quarterly filings for only a few bucks" The $BNT entities org chart (there are two more pages not shown here: I like how it just says "Bruce Flatt" at the top"
X Link 2025-12-04T14:00Z 10.3K followers, 1027 engagements
"The Q3 2025 interim report shows $BN capitalizing $BNT mainly through in-kind transfers of Brookfield-ecosystem assets rather than cash. In June Brookfield contributed $XXX billion of BAM shares in exchange for Class C shares and a promissory note recorded in Due to related parties followed by a further $XXX million of contributed investments. The contractual $XXX billion equity commitment remains undrawn so recent balance-sheet growth is being driven by intercompany equity and debt. On the asset side these moves help push related-party investments from $XXXX billion at year-end 2024 to $18.3"
X Link 2025-12-05T14:15Z 10.3K followers, 1469 engagements
"Very well researched writeup on $DG $DLTR pricing/labor issues "More than two dozen current and former employees of the chain in XX states interviewed by the Guardian agreed that price discrepancies are the byproduct of the companys employment policies.""
X Link 2025-12-08T15:23Z 10.3K followers, 2355 engagements
"$MUSA on structurally higher fuel margins and the potential for further increases from cyclically depressed levels"
X Link 2025-11-10T18:52Z 10.3K followers, 1111 engagements
"Any recommendations for someone just looking at $BAM $BN for the first time"
X Link 2025-11-18T02:49Z 10.3K followers, 4221 engagements
"Interesting interview with @a_rajbhandari and @Tschoenberg22 by @sarahsholder about the systemic risks arising from PE's post-GFC entry into insurance"
X Link 2025-12-09T14:03Z 10.3K followers, 2269 engagements
"Why are the alts up today Is it something someone said at GS $APO $KKR $OWL $BX $CG $BUR leading the way on my watchlist today"
X Link 2025-12-09T17:59Z 10.3K followers, 1612 engagements
"@a_rajbhandari @Tschoenberg22 @sarahsholder Part X in the series - The Offshoring of Americas Retirement Savings Images below: 1) Reinsurance explained 2) $APO has highest portion of risk transferred to Bermuda and highest portion of that risk to its own entity"
X Link 2025-12-10T13:45Z 10.3K followers, XXX engagements