Who mentions $SGI most on Surfaced?

@valuedontlie (Colin King) mentions $SGI most — 3 mentions in the past 12 months.

When was $SGI first mentioned on Surfaced?

The earliest tracked mention of $SGI in the Surfaced archive was on Dec 1, 2025.

How many voices track $SGI?

2 FinTwit voices have mentioned $SGI 4 times in the past 12 months.

What kind of voices mention $SGI most?

$SGI is mentioned most by Long Research voices on Surfaced.

$SGI — FinTwit mentions on Surfaced

@valuedontlieJul 1, 2026 · 3:01 PM

$SGI $LEG merger math... these companies had similar margins a few years ago... wonder if SGI can get things back on track? $50m synergies only adds ~1.3% (~$4bn LEG revenue) wonder if there's more to this cost structure long-term hmm... https://t.co/4kiV6mGrWD

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@valuedontlieJun 30, 2026 · 3:25 PM

$SGI TL;DR version: 1) Dominant player in bedding industry with insanely deep vertical integration 2) Scooping up brands for decade+ now — Sealy, Mattress Firm, Dreams, now Leggett & Platt 3) Industry getting killed by weak home sales (correlated with new mattress purchase) and post pandemic / stimulus air bubble — industry running at ~70% of normal replacement volumes 4) Buying Leggett at ~10-12x EPS using stock trading at 24x 5) Should be multi-year 20-30% EPS grower from here (more if industry turns a corner)

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@tsoh_investingFeb 26, 2026 · 3:55 AM

U.S. Mattress Industry Volumes (from $SGI February 2026 Investor Deck) https://t.co/ECyx74fHMp

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@valuedontlieDec 1, 2025 · 5:57 PM

$LEG received all-stock buyout offer from $SGI at $12 per share I'd do the same if my stock were up ~270% over the past few years, but this offer is way too low https://t.co/RZ2yYgE0IY

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