PrisonProfessors

Facing a 45-year prison sentence, Michael Santos didn't just survive—he strategized. Learn his 3-part plan for turning despair into growth through education, contribution, and support. A blueprint for resilience in the justice system. Read more! #PrisonStrategy #SecondChance #Reentry prisonprofessors.org/blog/strategy-…

A thank you to my friend @joceyreyes209 for encouraging me to "back up the truck" on $EOSE on March 3, 2026 @ $5.77. His recommendations age well! It's now the second largest position in my portfolio. Libertad!

@x_times_1 Appreciate your analysis. And great day today!

$INV up 18.75%... we haven't been this high since (checks chart) ... last Wednesday. The announcement today represents a fundamental change in the VALUE of Innventure. Why? 1.) Anyone who deeply studied the structure could understand that the holdco was burning through too much cash and would be forced to issue more stock every 6 months or so to fund Revinity and AreoFlex. Over time this would dilute the stock holders exposure to the Unicorn asset of Accelsius. Accelsius exposure is why most (if not all) shareholders hold the $INV shares. This made the investment case dramatically less attractive and created additional risk. Today the company committed that future cash would be raised on the balance sheets of the subsitary companies. While this may further dilute Innventure's holding of Aeroflex and Revinity, it will not dilute Innventure shareholders exposure to Accelsius -- where the real value is at the moment. 2.) The path to cash flow break even/profitability for Accelsius was not yet clear. Today the company declared line of sight to Cash Flow positive by year end 2026. Huge Statement! 3.) The company communicated 50M in new orders bookings - It is my belief that these are mainly related to Accelsius. 4.) The company committed to board changes to address oversight concerns. Where do we go from here? (My expectations - not financial advice) 1.) I anticipate continued large bookings for Accelsius in the first half of the year. (est 100M 1H) 2.) I anticipate 2026 Revenue to come in around 70-100M USD, back weighted. The company has previously communicated 100M run rate as the level needed for cash flow positive. 3.) I expect to hear that Innventure cash burn is cut to ~10-20M per year at the Innventure level (hopefully closer to 10M) as a result of getting these companies off the Innventure balance sheet from a funding perspective. This means that Innventure has ~2 years of cash on hand and no need for raises in the short term. My valuation model: 1.) I write Revinity and AeroFlex to zero in my model. They obviously have some value but I don't consider them at this time due to lack of track record and material orders. 2.) Innventure holds between 40 and 44% of the ownership in Accelsius as far as I can tell. Lets use 42%. 3.) Innventure has 78M shares per market cap. @ 665M strategic round and 42% ownership, the strategic round implies a value of 3.58/sh. Every share you buy below 3.58 is cheaper than JCI and Legrand paid for their ownership in Accelsius. @$100M revenue run rate at end of 2026 and cashflow breakeven, one would expect the company to be valued at 10x revenue or 1B USD. @44% ownership this would imply $5.64. HOWEVER: The market is forward looking and pulls forward the value using discounted cash flows. Additionally, this is a growth story from a very low base, so the market will evaluate 2027 revenue projections and growth performance. I would expect revenue in 2027 to be between 300M and 500M. Using the lower number, this implies 3B valuation for Accelsius. This implies a share price of $16.92 - perhaps at the end of 2026. I believe that the value of Innventure stock today is ~5.64 per share rising to ~10 per share at the end of the year and reaching $20/sh sometime in 2027. The market will reflect this value progressively as the company: 1.) Books orders 2.) Delivers are revenue ramp 3.) Communicates effectively. Final note: I believe that the impact of the JCI and Legrand strategic investment has been vastly undervalued. Both these companies are data center behemoths and have vast pipelines of data center orders in progress. I am sure they will bring Accelsius to the table on as many of these deals as they can since there is a dramatic energy cost savings and technology improvement for customers. This is in addition to Accelsius current 1B pipeline of opportunities. The upside here is incredible. We could be looking at a much faster ramp than I modeled above over the next 18-24 months. The world is yours, Accelsius! Go take it!

We choose our attitude, regardless of external circumstances. Many people are bitter. They are bitter and rotten inside whether they are in prison or in the broader society. To learn more about prison and the inspiring stories of resilience and recalibration visit our site. Prisonprofessors.org.

@MichaelGSantos @joceyreyes209 @AlderLaneEggs The bro-mance is adorable but i asked about general population 😂

$BBBY $CWH $TZROP $GLASF $ENVX Look who came out of the masterbatorum to throw shit like a monkey … the onlyfans ladies man and the guy that single handily blew up an $800m fund that was handed to him in less than a year and pumped the above crap for years most likely exiting after each of his pump campaigns costing those that believed his pumps millions of dollars. If I was the @SECGov I would subpoena his phone and trading records and tweets pumping the above crap while often with inferences that he was in possession of inside information. If I was the @SECGov I would focus on $BBY trades around the time frames Marcus Lemonis joined the Beyond BOD as well as the collapse of the stock after he went on a multi week pump campaign in march of 2024 a week before Lemonis famously abandoned his guidance. He slanderously states that he believes that I was “Tipped” about Eose’s most recent earnings miss. That is a lie! If I was him I would go back to doing what IMO he’s best at, masterbating ….. No life, no friends, horrific investor, adulterous husband and failure as a neighbor and friend. The list goes on and on. While he is at it he should go to the dentist and get those rotting teeth taken care of and look into his health issues that are causing him to look like a 90 year old creepy old man. Lastly, perhaps get the gastric bypass redone. The weight has come back in form of what appear to be even bigger man boobs.

Regardless of where we are or what external conditions exist, people choose to be bitter or live in gratitude. You asked a question. Many people live in bitterness. They may be in prison. They may be in society. We choose who we are and what we become, regardless of external conditions or our environment. Our attitude determines what we become. Cahodes chooses bitterness.

@MichaelGSantos @joceyreyes209 @AlderLaneEggs Are there alot of happy and chipper people in prison? Of course the attitude should be bitter....

@x_times_1 I was turned on to this company by my friend @joceyreyes209. He suggested I exit $EOSE at 17ish. He also recommend $TE, and I acted yesterday.

@MichaelGSantos Welcome! May you make alot of money on this trade!!

$inv strong performance in a very very bad market. Numerous people told me they started positions today. The breach of trust by Joe and Nathan has alot of people looking for other opportunities. Personally, $inv is one of the best I know. Here you are buying it below the price of the strategic partnerships with JCI and legrand, which were discounted already for the value add they bring!

Greg @joceyreyes209 has been a steady voice through the ups and downs on $EOSE. He flagged the entry under $1, suggested taking profits in the high $16s when it ran, warned against chasing back in, and pointed to revisiting below $9. That kind of timing and caution comes from someone who actually does the work—reading, researching, listening. I respect that approach a lot.

How much time will you actually serve on a federal sentence? We just launched a free Sentencing Calculator that projects your release date based on good time credits, RDAP, and the First Step Act. We tested it against a real 63-month sentence — the projection was within days of the actual outcome. Try it free 👇 prisonprofessors.org/sentence-calcu…

Just wrapped an intense week visiting 3 federal prisons — FCC Petersburg, FCI Fort Dix, and FCI Fairton — speaking with hundreds of men about sowing seeds for success at every stage. Big news: by year's end, every person in federal prison should have a personal tablet. @PrisonProfessor plans to donate hundreds of lessons to help people build tools for success inside and beyond. This work is personal. It started in a solitary cell with the Parable of the Talents. Many people invested in me — now I invest in others. You have a role too. Build your profile. Encourage preparation. Be part of the change. Together we're building measurable pathways to earn freedom through merit. 🔗 prisonprofessors.org #PrisonProfessors #JusticeReform #Reentry #SecondChances #EarnFreedom #CriminalJusticeReform

Advocacy begins with preparation — and this week reminded us why. On Monday, Michael spoke at FCC Petersburg about writing a new story. By Tuesday, a man named Andrew Stafford had already built his profile on our platform — completely on his own initiative. When Michael demonstrated the platform to the Deputy Director of the Federal Bureau of Prisons, that self-driven effort spoke louder than any pitch could. By Wednesday, wardens of every high-security federal prison were expressing enthusiasm for the work. That's advocacy in action. Not asking someone to speak for you — but building evidence that speaks for itself. If you or someone you love is navigating the justice system, start building your story today 👇 🔗 prisonprofessors.org/blog/advocacy-… #PrisonProfessors #Advocacy #CriminalJusticeReform #Reentry #SecondChances #Preparation #Accountability #JusticeReform #FederalPrison #BOP #IncarceratedVoices #ReentrySupport

“Preferential treatment” in federal prison? The bigger issue is lack of visibility—which fuels rumor + misinformation. Michael Santos breaks down what actually drives outcomes: security classification, transfers, policy discretion, and why learning the system helps anyone prepare for better results. Read: prisonprofessors.org/blog/preferent… #BOP #CriminalJustice #Reentry

@joceyreyes209 And for recommending that I take profits at $17!

@joceyreyes209 Thank you for leadership!

$EOSE …. $FLNC missed on the top line by 1%. Saw robust pipeline growth but massively missed on margins. If Eose meets or beats on the top line, Shows GM improvement and guides to $400m - $500m for 2026 the stock should do well. Unfortunately radio silence from the company is not constructive for share price at the moment. Many of us …. Myself included would have expected some large order announcements as well as a pre announcement on a Q4 revenue beat (like last year) by now.

In times of peace, prepare for war. In times of war, prepare for peace. Still building $BTC stack. #HODL and accumulate.

A text from Lauren this morning reminded me why we do this work. Her husband created a Prison Professors profile before surrendering—but never developed it. She didn't even know it existed. We're building a profile wizard: simple questions, step-by-step guidance. Not everyone can start with a full course. Some need a simpler entry point. Our job is to meet people where they are.