Zsolt

@EdgeCGroup My whole life I've only ever liked Coca-Cola, especially with flavors like Vanilla and Cherry. But since September 2nd, Pepsi has been my favorite. The taste of possible value releasing tastes so much better. $PEP

The cola wars remind us that strategy is about focus, not slogans. As the Wall Street Journal highlights, Coca-Cola doubled down on brand building by shedding bottling. PepsiCo kept the trucks, and margins, market share, and investor patience went with them. Activists are now pressing Pepsi to follow Coke’s playbook. It’s the same pattern we track at The Edge: when companies cling to complexity, they dilute value. When they focus, they unlock it. We were fortunate to help WSJ with Edge data for this piece, and it’s a reminder of why discipline matters not just for consumer staples, but for every investor portfolio. @Spencerjakab 👉 Full article here: wsj.com/business/retai…

@EdgeCGroup Great, you keep applying the pressure.💪

🚨 Fix Dine Brands: Time is Up $DIN The Edge Group is calling for a new chapter for Dine Brands. Given the company's stock decline of over 70% since 2021, the financial strain on franchisees, and the board's inaction, it is imperative that we demand improved leadership immediately. We are advocating for the inclusion of Tom Lewison, an experienced restaurant operator, and Chris Marshall, a financial leader who consistently achieves positive outcomes. These aren’t just names—they represent operational credibility, franchisee trust, and financial discipline. We believe Dine Brands must have a board that can execute, align, and unlock value. Anything less continues the same slide. — Jim Osman, Founder & CEO, The Edge Group prweb.com/releases/the-e…

@EdgeCGroup 💪

@Zsoltini Yes, it’s a good presentation. We are just about to put one online ourselves

Elliott’s $4B play at Pepsi isn’t passive. The likely targets: 🔹 Refranchise bottling (Coke did it in 2017, margins soared) 🔹 Split food vs. beverage for focus & value 🔹 $800M cost blitz in snacks Conglomerate comfort is over. $PEP

@EdgeCGroup It's beautiful how you're pushing for change and fighting to make things better for all shareholders. Go @EdgeCGroup 💪

We are calling for change in Dine Brands who own IHOP, Applebees and Fuzzys: $DIN restaurantdive.com/news/dine-bran…

@EdgeCGroup Berkshire Hathaway, with all its insurance knowledge, only invested $1.5B of its $350B capital in $UNH ($275B market cap). This "mini investment" makes me think they're not fully confident.

Buffett takes a position in UnitedHealth. Meanwhile these guys are updating their decks to: ‘Our thesis is Buffett’s thesis, but with more vests and less wisdom. $UNH 🙄

@EdgeCGroup It's beautiful how the media spins this investment. Berkshire Hathaway has $350 billion on the sidelines and invests only $1.6 billion in UNH, yet we have to read about it everywhere.

Congrats to everyone bragging about buying UnitedHealth at the bottom. 90% of you did not. 1% of you did. The other 9% are still lying to themselves. $UNH

@EdgeCGroup Is this what he means with building the Modern-Day Berkshire. 🤷‍♂️Beeing less focused

And probably a lot of crying involved.

@Fidias0 💪

The EU Commission Was Exposed

What a beautifull announcement. Elliott Announces Shareholders Vote for Change at Phillips 66 $PSX @streamline66. Lets break this company up. Lets Go💪That would be great to see real numbers instead of misleading information from Mark Lashier in the annual reports. 🤣

@EdgeCGroup @dferris1961 "You are so right, and I can't imagine selling $PSX with the proxy fight drama. Time would go by so slowly, and it would be so boring during May 🤣.

Still selling in May? Smart money isn’t. Here’s what they’re doing instead. My latest for Forbes: My interview with @dferris1961 is included too! forbes.com/sites/jimosman…

@EdgeCGroup 🤣💪

I hear most are looking to buy the dip. You’ll buy the dip. The dip will keep dipping. And then it hits you— You were the dip all along.

@EdgeCGroup Oh man, haha only a partiail Spin off. I remember the case study of Dan Loeb. That made so much sense.

The biggest obstacle to corporate breakups isn’t strategy—it’s culture. In regions like Japan and Europe, the instinct is to preserve legacy empires, not unlock value. That’s why the chip business stays stuck. $SONY

@EdgeCGroup Well, I don't know what's up with this company, but a CEO who steps down so soon, and the previous one was murdered. I think there are easier ways to make money on the stock market.

One thing I’ve learned in 35 years of investing: catching falling knives rarely ends well. Patience isn’t just a virtue, it’s a risk management tool. Let the blade hit the floor before you reach for value. $UNH

@Wftproof @nrc 💪! Amazing what you are doing!

@EdgeCGroup 🤣

A heartfelt thank you to Bill Ackman for once again doing his part in stabilizing global markets by signaling the bottom with impeccable emotional timing. Your public meltdowns remain one of the most reliable buy indicators we have.

@EdgeCGroup Oh yes sir I started to buy $PSX. Last friday. Beautiful right these discount days😆

I bought some $ECG, $SNDK and $AMTM today. A little $UBER and a little $BA Anyone grab a bargain ?

@EdgeCGroup great job 💪🏼

This breakup plan has the backing of senior insiders at Boeing. I know because they told me. Directly. $BA

@EdgeCGroup Thats the spirit !! 💪🏼

The woke Boeing police are now stalking me on social media. I clearly made some waves around there. 😂 $BA

@EdgeCGroup @Barchart Hahaha

Wait for it … @Barchart 😂