Asif Suria ✓

@AsifSuria · San Francisco Bay Area · joined 10 Mar 2009

Founder of @InsideArbitrage Co-host of The Special Situations Report podcast

12 944Followers

6 288Following

23 489Posts total

122.5KViews on collected posts

Latest posts

Asif Suria ✓@AsifSuria29 Aug

It takes courage to go against the current looking for opportunities that the market will not reward in the short-term. Times of turmoil is when we pay special attention to insiders and they led us to energy stock in mid-2020, regional banks in H1 2023, biotech companies in htt 2.2K views · 8 likes · 0 reposts · 1 replies Open on X →

Asif Suria ✓@AsifSuria28 Aug

With Director Eugene Kim's insider purchase of $CODI filed after hours yesterday, we now have six insiders that have purchased shares this month including the CFO, the COO, the Chairman and three directors. The stock has rebounded sharply after the Lugano Diamonds collapse and 4.2K views · 13 likes · 2 reposts · 2 replies Open on X →

Asif Suria ✓@AsifSuria28 Aug

The empire building at the Honeywell spinoff Solstice $SOLS came to an abrupt stop even before it started. In a highly unusual move, Solstice and Element Solutions $ESI decided to call off their merger. What makes this move particularly unusual is that neither party will have 3.1K views · 7 likes · 0 reposts · 1 replies Open on X →

Asif Suria ✓@AsifSuria26 Aug

$HLT , $MAR and increasingly $H seem to have a differing opinion. Hyatt went so far as to buy Playa Hotels & Resorts in June 2025 for $2.6 billion and by December, they had sold the physical hotels portfolio for $2 billion (excluding earnouts). 3.4K views · 9 likes · 0 reposts · 2 replies Open on X →

Asif Suria ✓@AsifSuria25 Aug

As someone who plans to be investing for the next 50 years, I prefer physical moats over intangible moats. Intangible moats are unbelievably lucrative, but also prone to overpricing and catastrophe risk. "Search" was the best business model ever created... until it wasn't. 61K views · 261 likes · 12 reposts · 16 replies Open on X →

Asif Suria ✓@AsifSuria16 Jul

AI is truly incredible…. @CODIequity @ACAPResearch $CODI It’s time for shareholders to win… https://t.co/w8KxzJfYDk 28.8K views · 15 likes · 2 reposts · 1 replies Open on X →

Asif Suria ✓@AsifSuria8 Jul

When we covered the Honeywell $HON spinoffs in a two-part spotlight idea last November and December, we were mostly interested in Honeywell Aerospace $HONA and mentioned that its advanced materials business Solstice $SOLS wasn't "as exciting a business". For a period of time, it 13.9K views · 32 likes · 4 reposts · 3 replies Open on X →

Asif Suria ✓@AsifSuria9 Apr

When browsing the website of a local library in the San Francisco Bay Area, I noticed that they had a list of books on their website called "Investing Books You Should Know". Considering South San Francisco is more the biotech capital of the West Coast and doesn't really stand 5.9K views · 22 likes · 1 reposts · 4 replies Open on X →

Against accounts of the same size

7 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views4 177this account1 026median for 10K–100K

Reach, %32.27%this account3.75%median for 10K–100K

Engagement, %0.36%this account1.68%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	4 177	1 026	4.07×
Reach (views ÷ followers)	32.27%	3.75%	8.61×
Engagement rate	0.36%	1.68%	0.21×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

5.9K9 Apr

13.9K8 Jul

28.8K16 Jul

61K25 Aug

3.4K26 Aug

3.1K28 Aug

4.2K

2.2K29 Aug

Last 8 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.46%9 Apr

0.29%8 Jul

0.07%16 Jul

0.48%25 Aug

0.36%26 Aug

0.26%28 Aug

0.41%

0.42%29 Aug

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.68%.

What the audience does

Likes81.0%367 in total

Reposts4.6%21 in total

Replies6.6%30 in total

Quotes1.5%7 in total

Bookmarks6.2%28 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

Followers by day

6 Sep

Daily snapshots since 06 Sep 2026; the dashed line is the starting count.