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Steven Kiel
@Steven_Kiel · 4 calls
Fund manager
Founder, president and chief investment officer of Arquitos Capital Management. He manages private funds focused on special situations and concentrated investments, and previously practiced law and served in the U.S. Army Reserves.
Individual calls
| Date | Contributor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-07-19 | Steven Kiel @Steven_Kiel Fund manager | LQDA | “@JRyan_1981 The current $80 stock is 6x cash flow or 17% cash flow yield. That's a great multiple even for a declining business. A business with growth prospects deserves a multiple much higher than that even if you assume $2 billion is peak sales.” | — | +10 | Tweet ↗ |
| 2026-07-17 | Steven Kiel @Steven_Kiel Fund manager | INSM | “Continued shady behavior from $INSM consistent with what I wrote in my investor letter a year ago about their trial results. This is a capital raising scheme disguised as science. Compare to $LQDA behavior and presentations. Nice work @BDC_Analyst” | — | -10 | Tweet ↗ |
| 2026-04-30 | Steven Kiel @Steven_Kiel Fund manager | LQDA | “$LQDA shares are extremely undervalued no matter the outcome. Consider math for a full '327 win, a loss and royalty, and a loss and permanent injunction for PH-ILD. A full win leads to $1.2 billion in 2027 revenue, 60% net margins, and a $UTHR multiple. That is $140 per share” | 2027 | +20 | Tweet ↗ |
| 2025-12-26 | Steven Kiel @Steven_Kiel Fund manager | ENDI | “I am grateful to David Sherman and the entire $ENDI team for their stewardship of the company. They salvaged what was previously a challenging investment for Arquitos. Arquitos continues to hold a significant investment and I look forward to see what the future holds!” | — | +10 | Tweet ↗ |