Colin King (@valuedontlie) is a FinTwit voice tracked on Surfaced in the Long Research category with 12.2k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @valuedontlie mention most?

Over the past 12 months, @valuedontlie's most-mentioned tickers are $STRZ, $ZD, $VSNT, $AXTA, $BW — $STRZ leads with 15 mentions.

When did @valuedontlie first mention $STRZ?

@valuedontlie's first tracked mention of $STRZ was on Jul 26, 2025.

How active is @valuedontlie?

In the past 12 months, @valuedontlie posted 236 times carrying cashtag mentions, totalling 307 mentions across 117 distinct tickers.

Colin King (@valuedontlie) on Surfaced

About this voice

@valuedontlie has posted 236 times in the past 12 months containing 307 cashtag mentions across 117 distinct tickers. The most frequently mentioned stocks are $STRZ with 18 mentions, $ZD with 14 mentions, and $BW with 11 mentions. Recent activity shows engagement with media and consumer stocks, with discussions spanning streaming consolidation strategy, dividend policy shifts, and restaurant equities.

AI-generated from tracked posts · updated Jul 18, 2026

@valuedontlieDec 12, 2025 · 4:19 PM

$BW biggest winner in 2025... tons of luck involved... my thesis was that the company was priced for BK in ~July but several divestitures and improving fundamentals were in place... did not predict data center deals + meme stock reaction

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@valuedontlieAug 27, 2025 · 2:25 PM

Both series of $BW baby bonds quickly approaching par... still hanging onto some equity (basically a call option), but prob time to move on from baby bonds Interesting how slowly the market digested the deleveraging moves here... https://t.co/j6ESzQtn8x

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@valuedontlieJul 21, 2025 · 6:00 PM

3) the good news... $BW is raising cash, buying time, and paying down debt 1) $120m divestitures in 2024 + ~$200m in 1H25 2) swapped $130m debt for $100m w/ longer maturity 3) back to positive CF in '25 4) tendering for $70m debt at discount 5) backlog and bookings growing https://t.co/6njndw8Rtc

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@valuedontlieJun 5, 2025 · 3:22 PM

Maybe I need to revisit $BW as a call option and the baby bonds as a legit investment here... 1) anticipate positive 2025 cash flow 2) swapped $132m 2026 debt to 2030 at discount 3) asset sale for $20m 4) another asset sale for $177m 5) backlog / bookings +47% / +11% https://t.co/TQJqabCc6z

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Colin King

Colin King

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