

@valuedontlie engaged in 221 posts over the past 12 months, generating 291 cashtag mentions across 115 distinct tickers. The most frequently mentioned tickers were $STRZ with 15 mentions, $ZD with 13 mentions, and $BW with 11 mentions. Recent activity through May 2026 shows continued focus on deep fundamental analysis, with the voice publishing detailed writeups and valuation frameworks for companies under coverage.
Most recent posts center on $NVRI, where @valuedontlie provided post-spin valuation analysis citing a 1:3 share split ratio and calculating 2026-2028 EBITDA multiples. Earlier May activity included commentary on $GEN, describing it as a consumer SaaS business trading at 8-9x earnings with mid-teens earnings growth and significant free cash flow generation.
Colin King (@valuedontlie) is a FinTwit voice tracked on Surfaced in the Long Research category with 12.1k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.
Over the past 12 months, @valuedontlie's most-mentioned tickers are $STRZ, $ZD, $AXTA, $BW, $NATL — $STRZ leads with 15 mentions.
@valuedontlie's first tracked mention of $STRZ was on Jun 17, 2025.
In the past 12 months, @valuedontlie posted 215 times carrying cashtag mentions, totalling 285 mentions across 112 distinct tickers.