# Lee Roach (@leevalueroach) on x

- id: koinon:creator:x_leevalueroach
- url: https://koinonlink.com/kol/x/leevalueroach
- schema_version: 1.4

## Identity
- platform: x
- handle: leevalueroach
- platform_url: https://twitter.com/leevalueroach
- website: https://thevalueroad.substack.com/
- entity_type: creator
- person_id: Cross-platform identity not resolved for this creator.

## Reach
- followers: 30080
- following: 362
- posts_total: 5335
- posts_observed: 10
- posts_per_day: 4.525
- account_age_days: 1179
- verified: true
- size_tier: koc

## Engagement
- status: peak_post_only
- peak_post_engagement_rate: 0.0011
- best_post_interactions: 33
- measurement_source: x_post_interactions
- measurement_formula: interactions on one post — likes, or likes + reposts + replies depending on the discovery path (the two are not distinguishable in the stored data)
- comparable_pool: peak_interactions
- status_note: We have only the single best observed post, so no mean exists. peak_post_engagement_rate is an UPPER BOUND, systematically higher than an average — never compare it against an average rate.
- unit_note: engagement_rate and peak_post_engagement_rate are ratios (0-1); avg_interactions_per_post and best_post_interactions are absolute counts. Read status before reading any number: a null rate has several different causes and status says which one applies here.

## Content
- category: finance
- subcategory: investing
- category_confidence: 0.95
- category_source: derived_from_recent_content
- topics: Undervalued micro and nano cap stocks, Margin of safety and cheap stock analysis, Post-bankruptcy and NAV investing, Media sector regulatory changes and mergers
- bio: I’m interested in post bankruptcy, NAV, and undervalued micro and nano cap stocks. Margin of safety over everything. I write about cheap stocks.

## Audience (inferred)
- status: present
- description: Retail value investors focused on undervalued micro/nano-cap stocks, post-bankruptcy plays, and margin-of-safety opportunities
- roles: none
- seniority: consumer
- pain_points: Finding reliable information on obscure micro and nano cap stocks, Identifying true margin-of-safety opportunities before the market catches up, Tracking regulatory catalysts that affect specific sectors like media, Avoiding value traps in post-bankruptcy or NAV situations
- posts_analysed: 3
- confidence: 0.4

## Commercial (inferred)
- audience_buyer_fit: 0.4
- promotion_intent: 0.3
- open_to_collaboration: false
- contact: Koinon does not publish creator contact details.

## Quality signals
- authenticity_score: 86
- authenticity_basis: engagement_observed
- credibility_score: 86
- flagged_for_review: false
- koinon_bd_grade: C — measures Koinon partner-outreach fit, not creator quality
- interpretation: Signals for triage, not verdicts. A flag means the profile is worth a manual check.

## Evidence
- [x_leevalueroach#8a5821a0] Wrote this up few weeks ago. Looks like the stock played out. Power of cheap stocks. https://t.co/ers0LlWtiF (https://twitter.com/leevalueroach/status/2037172120564715752)
- [x_leevalueroach#f128cc4f] FCC approves station cap lifts. I would expect media mergers to pick up. I think $SSP will be a seller. $GTN will continue to do in market buys. $NXST needs to integrate TEGNA and then they will probably make a move again. $SBGI to sell ventures portfolio and try to merge with so
- [x_leevalueroach#4685943f] Sinclair $SBGI yesterday on station caps: Ripley emphasized an expected regulatory catalyst, saying, “we expect

## Provenance
Every inferred field below carries how it was produced. Facts stay facts; inferences stay inferences.

- audience.description: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- audience.roles: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- audience.seniority: source_type=ai_inferred, confidence=0.4, freshness_days=76, method=llm_persona_from_recent_content
- commercial.audience_buyer_fit: source_type=ai_inferred, confidence=0.6, freshness_days=77, method=llm_scorer — Relative signal within Koinon indexing, not a market-wide score.
- commercial.promotion_intent: source_type=ai_inferred, confidence=0.6, freshness_days=77, method=llm_scorer
- quality.anomaly_flags: source_type=heuristic, confidence=0.5, freshness_days=108, method=profile_snapshot_and_engagement_ratio_heuristic — Means "worth a manual check", NOT confirmed fraud. Flags can be wrong and are not a verdict about the person.
- quality.authenticity_score: source_type=heuristic, confidence=0.5, freshness_days=77, method=Profile-shape heuristic from a single snapshot (follower count, following ratio, account age, posting volume, verification), reduced for engagement red flags where post engagement was collected. Where only a follower count is available the score saturates at 58. — The input set differs by platform; do not compare this score across platforms.
- quality.koinon_bd_grade: source_type=ai_inferred, confidence=0.5, freshness_days=108, method=llm_partner_fit_classifier + fit_score >= 0.6 AND authenticity >= 60 => A; fit_score >= 0.4 AND authenticity >= 45 => B; else C. authenticity < 30 or a promotional-pattern flag => quarantine. — Koinon partner-outreach fit, not creator quality.
- reach.followers: source_type=observed, confidence=0.95, freshness_days=108, method=platform_profile

## Freshness
- profile_checked_days_ago: 108
- content_analysed_days_ago: 77
- audience_updated_days_ago: 76

## AI retrieval
- indexing_requests: 9
- user_triggered_requests: 0
- note: Being indexed in bulk is not the same as being retrieved to answer a question.

## This profile
- Claim or correct: https://koinonlink.com/claim?k=x_leevalueroach
- Request removal: https://koinonlink.com/claim?k=x_leevalueroach
- Terms: https://koinonlink.com/for-ai