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Voss Capital

@CapitalVoss · Houston, TX · joined 10 Sep 2018

Value Oriented Special Situations https://t.co/G4gqDP6iLK

14 323Followers
1 097Following
203Posts total
120.6KViews on collected posts

Son gönderiler

@CapitalVoss Did a lot of work on $CLBT after the deSPAC but haven’t kept up with it. How are you thinking about Guardian manage/analyze uptake progress and how much of the long-term opportunity do you see as being from that side of the business? 477 views · 0 likes · 0 reposts · 0 replies Open on X →
@CapitalVoss What comps are you looking to and what gives you confidence they're still relevant with the very recent broader public market re-rating? Stock was trading at 70 7 months ago; it may not be a persistent public market problem. Totally agree management shouldn't be sh 183 views · 1 likes · 0 reposts · 0 replies Open on X →
@CapitalVoss Probably a stretch to call CHH "Asset-light" anymore. It was in the past. Now it has declining operating cash flows and exploding capex and franchise funding. Thats probably the main reason for the stock re-rating, not macro https://t.co/5kvvBRuvQa
1.5K views · 1 likes · 0 reposts · 1 replies Open on X →
@CapitalVoss No idea why so many smart people got so excited by PAR 800 views · 6 likes · 0 reposts · 1 replies Open on X →
@CapitalVoss What’s the postage bill for all these letters? 297 views · 0 likes · 0 reposts · 0 replies Open on X →
The Voss Q4 2025 Letter to Partners is up. Updates on $PAR, $FLYW, $CLBT, and new core idea $CHH, an asset light hotel franchisor that has rarely ever been cheaper. https://t.co/DTOoXGIN0M https://t.co/gjWBSHET4j
46.9K views · 125 likes · 6 reposts · 7 replies Open on X →
@CapitalVoss Interesting...my past comments aside on the company. I do applaud these activist campaigns you launched today. Concentrated shareholders should speak up and challenge boards and management teams that have failed shareholders through performance and in execution that 1.4K views · 4 likes · 0 reposts · 1 replies Open on X →
Voss Capital Issues Open Letter to the Board of Xponential Fitness $XPOF https://t.co/eGXBtb2MHT 14.4K views · 26 likes · 4 reposts · 1 replies Open on X →
Voss Capital Issues Open Letter to the Board of PAR Technology $PAR https://t.co/rxKYFAfK5C 44.3K views · 47 likes · 4 reposts · 7 replies Open on X →
Voss Capital Issues Open Letter to the Board of Euronet Worldwide $EEFT https://t.co/ZpE7cH201Q 10.4K views · 27 likes · 1 reposts · 1 replies Open on X →
Also a look back at our last 10 years: https://t.co/pMjVl6ENal 0 views · 55 likes · 3 reposts · 6 replies Open on X →

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

10.4K4 Mar
44.3K
14.4K
1.4K
46.9K
297
800
1.5K5 Mar
183
477

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.30%4 Mar
0.14%
0.23%
0.35%
0.30%
0.00%
0.88%
0.14%5 Mar
0.55%
0.00%

Reactions — likes, reposts, replies and quotes — divided by views.

What the audience does

Likes51.3%237 in total
Reposts3.2%15 in total
Replies4.1%19 in total
Quotes1.7%8 in total
Bookmarks39.6%183 in total

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

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

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