@AitorGarcia Aitor Garcia

Aitor Garcia posts on X about $dkupl, $aldel, $at1, spain the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

[--] Week [-----] +82%
[--] Month [-----] +115%
[--] Months [-----] -11%
[--] Year [------] -69%

Mentions: [--] #

[--] Month [--] no change
[--] Months [--] -26%
[--] Year [--] +16%

Followers: [------] #

[--] Week [-----] no change
[--] Month [-----] +0.19%
[--] Months [-----] -0.87%
[--] Year [-----] +0.12%

CreatorRank: [---------] #

Social Influence

Social category influence finance countries cryptocurrencies stocks technology brands travel destinations currencies social networks automotive brands fashion brands

Social topic influence $dkupl, $aldel, $at1, spain, thailand, $glng #2, has been, $alitl, $clne, $alc

Top accounts mentioned or mentioned by @mikefritzell @frvalue @shotchange @returnsjourney @burzian @foxcastlehold @natevaluetw @investnh @marketplunger1 @orrdavid @sanchezfabradw @toffcap @hkuppy @ayusovalue @jjvelazs @clarksquarecap @dismissedeurope @gabcasla @frenchcmunger @erlfcf

Top assets mentioned Golar LNG Ltd (GLNG) Alcon Inc. Ordinary Shares (ALC) Santiment Network Token (SAN) Flow (FLOW) AmsterdamCoin (AMS) RIBBIT (RBT) Filecoin (FIL) SAP SE (SAP) Safe Haven (SHA) Nuveen AMT-Free Quality Municipal Income Fund (NEA) Okeanis Eco Tankers Corp. (ECO) Spirit Aerosystems Holdings, Inc. (SPR)

Top Social Posts

Top posts by engagements in the last [--] hours

"I am long $UMDK"
X Link 2020-08-20T14:53Z [----] followers, [--] engagements

"Sold today $UMDK at market close 12.45EUR Results at the end of the month might be outstanding with potential to still double your money from here but I am happy to walkaway with +45% in [--] days"
X Link 2020-09-09T18:10Z [----] followers, [--] engagements

"Delfingen $ALDEL +1033% today after results Still a long way to go :)"
X Link 2020-09-14T17:07Z [----] followers, [--] engagements

"@FrenchCMunger I own $ALLUX $ALGEV $PREC 💪"
X Link 2021-01-08T07:32Z [----] followers, [--] engagements

"🙈 $ALDEL not bad not bad https://delfingen.com/medias/pr-1s-2021-result.pdf https://delfingen.com/medias/pr-1s-2021-result.pdf"
X Link 2021-09-03T16:25Z [----] followers, [--] engagements

"2021 was a good year with +23.9%. But it left a bittersweet taste at the end. I was up almost +50% at the beginning of November. But last [--] months were pretty bad for $CLNE and $OSTK two of my largest positions on no news. [----] will be great for both🚀"
X Link 2022-01-02T10:40Z [----] followers, [--] engagements

"@FoxCastlehold Thanks Great to hear Dekuple $DKUPL is my favorite french stock 🙂"
X Link 2022-02-02T12:26Z [----] followers, [--] engagements

"Today I finally sold Umanis $ALUMS for [----] after the CGI acquisition offer received last month +744% (x8) since I bought first at [----] in aug2016 I also added to the position over the years: apr2019: +112% jul2019: +145% jan2020: +187% sep2020: +203%"
X Link 2022-04-25T17:53Z [----] followers, [--] engagements

"@FRValue I think these situations can be really good opportunities for small retail shareholders. High quality family companies with a very high percentage owned by the family. Very small free float and highly illiquid"
X Link 2022-05-02T17:22Z [----] followers, [--] engagements

"@FRValue In addition to $ALLUX I own [--] similar situations: Dekuple $DKUPL Vigneron family had 72% of shares in [----]. Now 75% Altia $ALC Spanish IT consulting firm. Founded in [----]. IPO in [----]. Founder owns 81% since IPO. He hasn't sold a single share since then"
X Link 2022-05-02T17:30Z [----] followers, [--] engagements

"@NateValuetw Aroundtown $AT1 Largest German diversified REIT. Offices Hotels and Residential. Similar thesis to Vonovia which somebody has mentioned in this thread as well. $AT1 presented results today EPRA NTA/share is [----] and it is trading around [--]. Ignored by the market"
X Link 2022-08-25T15:45Z [----] followers, [--] engagements

"@NateValuetw Dekuple $DKUPL My largest position as of today. I am in love with management. I have been a shareholder since [----]. Legacy business is a cashcow. Execution on the online marketing side is superb. Rebranding has rerated the stock but I think it should go much higher"
X Link 2022-08-25T15:48Z [----] followers, [--] engagements

"FY2022 in my portfolio: Worst performers: $OSTK Overstock $AT1 Aroundtown $VNA Vonovia $OCO Oroco Resources $CLNE Clean Energy Fuels $BLTG Blancco $PVL Plastivaloire"
X Link 2023-01-02T05:44Z [----] followers, [---] engagements

"7. Altia💻$ALC $ALC.MC Well-run IT consulting company out of La Corua that lately has acquired a good taste for M&A. Marketcap: [---] million Index: BME Growth Sector: IT Consulting/Software https://www.altia.es/ https://www.altia.es/"
X Link 2023-01-12T19:43Z [----] followers, [----] engagements

"8. Lingotes Especiales ⚙ $LGT $LGT.MC Producer of brake discs for brands likeFord Renault Volkswagen or John Deere. Marketcap: [--] million Index: Ibex Small Cap Sector: Automotive parts https://www.lingotes.com/ https://www.lingotes.com/"
X Link 2023-01-12T19:43Z [----] followers, [----] engagements

"I was wrong. @erl_fcf pointed out to me that Dassault Systemes has a larger market cap. Top [--] largest software companies in Europe: [--]. SAP [---] billion $SAP $SAP.DE [--]. Dassault Systemes [--] billion $DSY $DSY.PA [--]. Amadeus [--] billion $AMS $AMS.MC Any other big ones [--]. Amadeus ✈ $AMS $AMS.MC The undisputed worldwide leader in B2B software for the travel sector. Europes 2ndlargest software company after $SAP. Index: Ibex35 Marketcap: [--] billion Sector: Software/Travel Web:https://t.co/vOjonFwuae [--]. Amadeus ✈ $AMS $AMS.MC The undisputed worldwide leader in B2B software for the travel sector."
X Link 2023-01-14T11:40Z [----] followers, [----] engagements

"@AlderLaneEggs They need to be using Blancco software 😂 #BLTG $BLTG $SI"
X Link 2023-03-04T01:53Z [----] followers, [---] engagements

"@InvestNH $pmd Believe"
X Link 2023-04-07T11:19Z [----] followers, [---] engagements

"@shot_change Altia $ALC.MC $ALC Dkuple $DKUPL.PA $DKUPL Schaeffler $SHA.DE $SHA I guess I am taking into account valuation 🤣"
X Link 2023-05-24T10:59Z [----] followers, [----] engagements

"@GPTBioVersion Vonovia $VNA is a blue chip. Top quality. Indeed Aroundtown is riskier"
X Link 2023-05-30T17:40Z [----] followers, [---] engagements

""European property companies possible buyout preys" according to this Reuters article by @ywchen1 Aroundtown $AT1 and Merlin $MRL $MRL.MC mentioned in the article Summary: Either Germany economy implodes Or this is a takeover target Or this is a fraud Or this is a multibagger I have placed my bet. I have been wrong about this one for a long time. So please take your own risks Summary: Either Germany economy implodes Or this is a takeover target Or this is a fraud Or this is a multibagger I have placed my bet. I have been wrong about this one for a long time. So please take your own risks"
X Link 2023-06-13T16:07Z [----] followers, [----] engagements

"@RTelford_invest Robot SA in Spain 4.5m marketcap $RBT.MC $RBT"
X Link 2023-09-10T05:54Z [----] followers, [---] engagements

"@marketplunger1 In my portfolio: Brazil - Petrobras $PBR $PBR.A Italy - Landi Renzo $LNDR $LNDR.MI Spain - Nicolas Correa $NEA $NEA.MC United Kingdom - Atalaya Mining $ATYM $ATYM.L Germany - Schaeffler $SHA $SHA.DE"
X Link 2023-09-11T14:23Z [----] followers, [---] engagements

"Dkuple $DKUPL is always a top3 holding in my portfolio. I am a proud shareholder since Jan2014. Outstanding execution by management over the years turning a declining cashcow magazines business into a serial acquirer and an European leader in digital marketing. 📢La ppite de la semaine Dkuple $DKUPL Entreprise familiale franaise fonde en [----] et toujours majoritairement contrle Dkuple (ex ADL Partner) se positionne comme un acteur majeur du data marketing cross-canal. https://t.co/mLlNtW7bce 📢La ppite de la semaine Dkuple $DKUPL Entreprise familiale franaise fonde en [----] et toujours"
X Link 2023-09-12T05:11Z [----] followers, [----] engagements

"Serial acquirers keep serial-acquiring 3rd one this year 👍 And most likely there is still net cash in the balance sheet https://x.com/AgenceCalyptus/status/1704012448884216314 https://x.com/AgenceCalyptus/status/1704012448884216314"
X Link 2023-09-19T07:55Z [----] followers, [----] engagements

"I sold Applus $APPS $APPS.MC last week for [----] one of my [--] Spanish stock picks for this year. +53% YTD There is an ongoing bidding war between private equity groups. 1st bid offer came in June at [---] and there was a counteroffer two weeks ago at 9.75"
X Link 2023-09-25T15:55Z [----] followers, [--] engagements

"@SebKrog $ALLEX in France"
X Link 2023-09-28T12:31Z [----] followers, [---] engagements

"@ReturnsJourney Catalysts are mostly priced in If there are no catalysts in sight it means that in the future an unexpected catalyst might show up"
X Link 2023-10-02T13:49Z [----] followers, [---] engagements

"@HighyieldHarry @scocap7 Market crash"
X Link 2023-10-05T19:48Z [----] followers, [---] engagements

"@MikeFritzell Last week something similar happened in Spain:"
X Link 2023-11-24T06:35Z [----] followers, [---] engagements

"@FocusedCompound $pmd Turnaround. New management. Focusing more on fentanyl instead of weed"
X Link 2023-11-28T02:32Z [----] followers, [----] engagements

"@AbrilQuim $PMD Psychemedics Lder de deteccin de drogas a traves de muestras de cabello"
X Link 2023-12-05T12:14Z [----] followers, [--] engagements

"@orrdavid @MikeFritzell And Laos China basically owns the country now"
X Link 2023-12-13T04:38Z [----] followers, [--] engagements

"@sanchezfabraDW Gracias Todos los REITs para arriba Vamos Y yo creo que en total todavia no he hecho breakeven con toda mi exposicin a REITs (tb Vonovia y Merlin). Vonovia no me dio tiempo a ampliar abajo tan fuerte como Aroundtown"
X Link 2023-12-16T17:36Z [----] followers, [--] engagements

"@FoxCastlehold @ToffCap Dkuple $DKUPL"
X Link 2023-12-28T16:09Z [----] followers, [---] engagements

"My portfolio returns 2014-2023: [----] +27.5% [----] -0.9% [----] +23.9% [----] +17.2% [----] +20.9% [----] -15.8% [----] +29.8% [----] +7.5% [----] +24.1% [----] +44.4% CAGR 2014-2023 +16.7% My portfolio returns 2014-2022: [----] +44.4% [----] +24.1% [----] +7.5% [----] +29.8% [----] -15.8% [----] +20.9% [----] +17.2% [----] +23.9% [----] -0.9% CAGR 14-22 +15.5% My portfolio returns 2014-2022: [----] +44.4% [----] +24.1% [----] +7.5% [----] +29.8% [----] -15.8% [----] +20.9% [----] +17.2% [----] +23.9% [----] -0.9% CAGR 14-22 +15.5%"
X Link 2024-01-09T06:57Z [----] followers, 31.3K engagements

"These returns have greatly benefitted from all I have learned over the years in Twitter from many people. Thanks @FRValue @oddballstocks @LT3000Lyall @FrenchLynch @hkuppy @OriginalBraila @memyselfandi006 @matcasey @calvinfroedge @Finding_Moats"
X Link 2024-01-09T07:00Z [--] followers, [---] engagements

"And insiders bought quickly after publishing the news 🧐 $ALLEX #lexibook"
X Link 2024-01-11T01:35Z [----] followers, [----] engagements

"@kikemarchan Desde entonces distingo entre [--] tipos de persona: - Los que durante el covid se les caian las paredes encima y no se aguantaban a si mismos estando solos. - Los que disfrutaban de la paz de estar solos. Esta distincion excluye gente viviendo con hijos"
X Link 2024-03-14T04:46Z [----] followers, [--] engagements

"@javilop Long $TSLA Mola el cacharro"
X Link 2024-03-22T06:08Z [----] followers, [---] engagements

"@juanst Espectaculares Se pasan por el forro el plan de negocio Ventas [----] superiores a lo que planeaban para 2024"
X Link 2024-03-28T05:55Z [----] followers, [--] engagements

"@METhompson72 A bit later in 2005-2007 Spain did a similar move by selling a big part of its gold reserves🤦♂"
X Link 2024-03-29T01:24Z [----] followers, [--] engagements

"Nicolas Correa $NEA $NEA.MC orders backlog is on fire🔥 Stock price approaching all time highs reached in Jan2007 We have invested [--] million on [--] state-of-the-art machines from Nicols Correa S.A Two 12m x 3m x 1.5m Correa Axia Travelling Column machines and two 12.5m x 5m x 2m Correa Fox M Gantry Milling machines. 📧- machining@wecl.co.uk. 💻- https://t.co/pLAz6Odv4x #WECMachining https://t.co/vXdmoLqLfv We have invested [--] million on [--] state-of-the-art machines from Nicols Correa S.A Two 12m x 3m x 1.5m Correa Axia Travelling Column machines and two 12.5m x 5m x 2m Correa Fox M Gantry Milling"
X Link 2024-04-19T17:34Z [----] followers, [----] engagements

"@erik_ywr @marketplunger1 Eurobank with a LATAM flavor for growth. Mexico economy is booming & Brazil will not do bad with the current stage in the commodities cycle Regular investors in Spain still think they print shares with the scrip dividend while they are doing buybacks nonstop & healthy dividends"
X Link 2024-04-22T01:07Z [----] followers, [--] engagements

"Dkuple $DKUPL ownership evolution since 2013"
X Link 2024-04-25T02:12Z [----] followers, [---] engagements

"@AyusoValue Este dato de EEUU flojea un poco: https://x.com/HFI_Research/status/1785686382092210279 Wow this is not good. https://t.co/SoXy24F8yo https://x.com/HFI_Research/status/1785686382092210279 Wow this is not good. https://t.co/SoXy24F8yo"
X Link 2024-05-02T01:36Z [----] followers, [---] engagements

"@AyusoValue Ya solo EEUU Si es que solo con el desarrollo de India Indonesia frica el aumento de demanda va para rato"
X Link 2024-05-02T07:03Z [----] followers, [--] engagements

"@ReturnsJourney Try google with CNMV. And many investor relations websites delete old presentations Nicely classified: For example you select a country (eg Italy) and a sector (eg banks) and you get all of them I just want to from A to Z in a country in a fast way 😂"
X Link 2024-05-03T08:47Z [----] followers, [---] engagements

"@ValueEric Results today looked good to me. Market randomness. Maybe some big holder takes the opportunity of results day to exit"
X Link 2024-05-29T13:22Z [----] followers, [--] engagements

"@Cyril29793974 Beautiful day today $DKUPL"
X Link 2024-05-29T16:40Z [----] followers, [--] engagements

"@Burzian In terms of revenue not really Peak of Spanish economic bubble was [----]. They had a lot of trouble with debt to survive afterwards. Rock-solid balance sheet ever since after recovering"
X Link 2024-06-05T17:26Z [----] followers, [--] engagements

"@Burzian Yes cheap now compared to [----] definitely Also compared to European peers. Additionally growth prospects look good with nice backlog and investing a lot in expanding production capacity during next [--] years"
X Link 2024-06-06T01:17Z [----] followers, [---] engagements

"@Burzian Look at at the Balance Sheet difference today vs [----] And specially the [--] years of struggle afterwards"
X Link 2024-06-06T01:20Z [----] followers, [---] engagements

"During the last [--] to [--] years they have: A new CEO new CFO new company name new ticker finished cloud migration new outsourcing strategy to India done some M&As divested a bungled acquisition done back in [----] (their 1st ever)"
X Link 2024-07-01T17:45Z [----] followers, [---] engagements

"And most interestingly Mark Leonard from Constellation Software $CSU fame family and friends have started to buy shares since March https://x.com/red_dog_capital/status/1800598699154059359 $TBRG plot thickens. Leonard son buys more. TSS founder Strikwerda bought 5% of company. Strikwerda was VMS roll up (including healthcare) that became TSSsold to CSI in [--] and merged into Topicus in [--]. Clearly Leonard / CSI complex wants to get hands on this business. https://x.com/red_dog_capital/status/1800598699154059359 $TBRG plot thickens. Leonard son buys more. TSS founder Strikwerda bought 5% of"
X Link 2024-07-01T17:45Z [----] followers, [----] engagements

"Pinetree Capital bought [-----] shares of $TBRG in a transaction dated July 1st at an average cost of $10.51 per share Damien Leonard son of Mark Leonard from $CSU.TO is the President of Pinetree Capital 👍"
X Link 2024-07-03T11:03Z [----] followers, [---] engagements

"$AT1 Aroundtown issues a bond at 4.8% rated BBB+ by S&P. [--] times oversubscribed It doesn't seem investors are worried it will default on its debt German REIT trading now at [----] NAV https://www.aroundtown.de/newsDetail/110414 https://www.aroundtown.de/newsDetail/110414"
X Link 2024-07-09T17:57Z [----] followers, [---] engagements

"Indeed it was ridiculously cheap. And [--] is still ridiculously cheap 🤦♂ $ALLEX #lexibook $ALLEX #LEXIBOOK OPA [--] par action https://t.co/B1ecYtlSrT https://t.co/ETlVEJZHDO $ALLEX #LEXIBOOK OPA [--] par action https://t.co/B1ecYtlSrT https://t.co/ETlVEJZHDO"
X Link 2024-07-19T19:59Z [----] followers, [---] engagements

"@pablo90946022 De las [--] que he puesto $FLOW es la que ms probabilidades creo que hay de que estemos tocando fondo. La pia del viernes por cancelar el dividendo creo que es una gran oportunidad"
X Link 2024-07-29T14:44Z [----] followers, [--] engagements

"@sanchezfabraDW Tengo que leerlo. Ya me le hace un tiempo "Las partculas elementales" de Houellebecq y me gust. Lo que ms me fascina son las piruetas mentales que tienen que darse para que se cumpla el punto 2). Y lo estamos viendo"
X Link 2024-08-05T02:31Z [----] followers, [--] engagements

"It is $FLOW time I have added even more today. A no-brainer today at this price. In covidcrash Q1-2020 net income was 262m Q2-2020 113m and recently Q1-2024 46m. Marketcap is only 734m Since [----] they have added new products including providing liquidity to crypto ETPs Today it is time to add to my losers. Umicore $UMI.BR $UMI Sixt $SIX2.DE Flow Traders $FLOW The art of (not) catching bottoms. Not investment advice obviously😅 Today it is time to add to my losers. Umicore $UMI.BR $UMI Sixt $SIX2.DE Flow Traders $FLOW The art of (not) catching bottoms. Not investment advice obviously😅"
X Link 2024-08-05T09:21Z [----] followers, [---] engagements

"btw $FLOW is more or less the European equivalent of $VIRT from the US"
X Link 2024-08-05T09:23Z [----] followers, [---] engagements

"@pepiteseurope It has been on my watchlist since forever. I may have to take a new look and review it when I have time"
X Link 2024-08-26T09:19Z [----] followers, [--] engagements

"@jjvelazs De hecho retrocede. Inflation-adjusted"
X Link 2024-09-26T07:32Z [----] followers, [---] engagements

"@jjvelazs En julio estuve viendolos en Bangkok: Palmaron 4-0 https://www.bvb.de/de/en/news/news-overview/news.html/asia-tour-bvb-plays-in-thailand-and-japan.html https://www.bvb.de/de/en/news/news-overview/news.html/asia-tour-bvb-plays-in-thailand-and-japan.html"
X Link 2024-10-16T01:34Z [----] followers, [--] engagements

"3rd M&A this year. And the 2nd one announced since last week 🤣 It pretty much ensures $DKUPL double digit revenue growth for next year👍 https://x.com/AgenceCalyptus/status/1856230447925068036 $DKUPL Le Groupe @Dekuple_FR renforce sa prsence sur le march de la fidlisation avec une prise de participation majoritaire dans CoupdePoing Tlcharger le communiqu : https://t.co/qwqR9Ak8cH https://t.co/EALTnje2zv https://x.com/AgenceCalyptus/status/1856230447925068036 $DKUPL Le Groupe @Dekuple_FR renforce sa prsence sur le march de la fidlisation avec une prise de participation majoritaire dans"
X Link 2024-11-12T07:14Z [----] followers, [---] engagements

"@creandocartera 25% Ishares Msci Brazil ETF $EWZ 25% VanEck Gold Miners ETF $GDX 25% VanEck Oil Services ETF $OIH 25% Global X Uranium ETF $URA"
X Link 2024-12-31T10:21Z [----] followers, [---] engagements

"$DKUPL starting [----] strong with [--] new acquisitions Both in the Netherlands for a total of 7million yearly revenues https://www.globenewswire.com/news-release/2025/01/09/3006806/0/en/D%C3%A9kuple-accelerates-its-european-expansion-with-majority-stakes-in-Selmore-Amsterdam-and-DotControl-Rotterdam.html https://www.globenewswire.com/news-release/2025/01/09/3006806/0/en/D%C3%A9kuple-accelerates-its-european-expansion-with-majority-stakes-in-Selmore-Amsterdam-and-DotControl-Rotterdam.html"
X Link 2025-01-09T07:41Z [----] followers, [---] engagements

"Thailand keeps being an interesting real estate market for foreigners to invest"
X Link 2025-01-10T05:20Z [----] followers, [---] engagements

"By the way it is interesting that the top [--] countries in the list are authoritarian regimes. In that case Thailand sounds like a good place to park money"
X Link 2025-01-10T07:22Z [----] followers, [---] engagements

"Thailand fertility rate is [---] 😮 Japan is [---] Thailands Population Drops Below [--] Million as Births Hit 75-Year Low https://www.khaosodenglish.com/featured/2025/01/17/thailands-population-drops-below-66-million-as-births-hit-75-year-low/ https://www.khaosodenglish.com/featured/2025/01/17/thailands-population-drops-below-66-million-as-births-hit-75-year-low/"
X Link 2025-01-18T12:52Z [----] followers, [---] engagements

"10 years ago Ana Botin took the reins of Santander from his late father She has been heavily criticized ever since Numbers talk by themselves $SAN"
X Link 2025-02-05T07:36Z [----] followers, [----] engagements

"And we patient shareholders are seeing the results Around 15% of outstanding shares repurchased since [----] $SAN"
X Link 2025-02-05T07:39Z [----] followers, [---] engagements

"@ClarkSquareCap Aroundtown $AT1 a German REIT 40% office 30% residential 20% hotel 10% other Almost all assets in Germany a bit in London & Netherlands As of sep24 EPRA NTA [---] Now trading at [----] So -65% discount to NAV"
X Link 2025-03-19T07:05Z [----] followers, [---] engagements

"Just added to my position in HighCo $HCO.PA a French marketing & communications group They have announced today the sale of a noncore subsidiary representing 12.5% of gross profit and their intention to do a special dividend of [--] Stock now at 3.1"
X Link 2025-03-20T09:18Z [----] followers, [---] engagements

"That's over 30% dividend yield Company is profitable with 21m net cash in the balance sheet. Declining revenues due to the loss of a big customer which is mostly accounted for Here the news today: https://www.highco.com/en/wp-content/uploads/sites/5/2025/03/HighCo-CP-HOOK_FR_VDEF_EN.pdf https://www.highco.com/en/wp-content/uploads/sites/5/2025/03/HighCo-CP-HOOK_FR_VDEF_EN.pdf"
X Link 2025-03-20T09:20Z [----] followers, [---] engagements

"by the way 37% of the shares of HighCo are owned by WPP the world's largest advertising company"
X Link 2025-03-20T09:28Z [----] followers, [---] engagements

"$HCO.PA FY2024 results yesterday Likely dividend of [----] EUR this year. 39% dividend yield at current price"
X Link 2025-03-27T07:52Z [----] followers, [---] engagements

"@MikeFritzell I thought about buying Turkish Airlines stock several times. My favorite airline. But then I look at the Turkey politics mess and the Turkish lira remind myself that it still an airline and quickly forget about it 😂"
X Link 2025-03-30T07:19Z [----] followers, [--] engagements

"@MikeFritzell I thought about buying Turkish Airlines stock several times. My favorite airline. But then I look at the Turkey politics mess and the Turkish lira remind myself that it is still an airline and quickly forget about it 😂"
X Link 2025-03-30T07:22Z [----] followers, [---] engagements

"From the sunny Mediterranean island of Mallorca Robot $RBT $RBT.MC has recently published [----] yearly results. The best ever in the company history. [----] highest ever annual revenue & EBITDA H2-2024 highest ever semi-annual revenue & EBITDA [--]. Robot 🤖$RBT $RBT.MC Designs manufactures & deploys systems for the automation and control of buildings with a big focus in the hotel sector. Marketcap: [--] million Index: BME Growth Sector: Building automation systems Web:https://t.co/3Q2POxfyuF [--]. Robot 🤖$RBT $RBT.MC Designs manufactures & deploys systems for the automation and control of buildings"
X Link 2025-05-02T07:15Z [----] followers, [----] engagements

"Most importantly the debt is down and massively derisks the investment thesis. Net Debt Dec24 4.5m from 6.1m in Dec23 And Net Debt/EBITDA 2.1x from 11.3x"
X Link 2025-05-02T07:15Z [----] followers, [---] engagements

"How about the future Backlog for [----] is healthy And management expects "high single digit revenue growth for 2025""
X Link 2025-05-02T07:15Z [----] followers, [---] engagements

"Link to the FY2024 results: [---] pages shitty pdf in Spanish https://www.bmegrowth.es/docs/documentos/OtraInfRelevante/2025/04/05225_OtraInfRelev_20250430_1.pdf https://www.bmegrowth.es/docs/documentos/OtraInfRelevante/2025/04/05225_OtraInfRelev_20250430_1.pdf"
X Link 2025-05-02T07:28Z [----] followers, [---] engagements

"@orrdavid Very popular in Bangkok They choose their shop locations very well"
X Link 2025-05-09T17:35Z [----] followers, [---] engagements

"$DKUPL 3rd acquisition in [----]. Non-stop M&A After a creative agency located in Barcelona. Over 10m EUR annual revenue and over 5m EUR gross margin https://www.globenewswire.com/news-release/2025/05/20/3084525/0/en/After-a-Spanish-creative-agency-joins-the-D%C3%A9kuple-Group.html https://www.globenewswire.com/news-release/2025/05/20/3084525/0/en/After-a-Spanish-creative-agency-joins-the-D%C3%A9kuple-Group.html"
X Link 2025-05-20T12:38Z [----] followers, [---] engagements

"A nicer presentation has been published today: $RBT $RBT.MC It includes a new slide that shows that the backlog contracting trend is at all time monthly highs in May [----] https://www.bmegrowth.es/docs/documentos/OtraInfRelevante/2025/05/05225_OtraInfRelev_20250520.pdfyh7YLw https://www.bmegrowth.es/docs/documentos/OtraInfRelevante/2025/05/05225_OtraInfRelev_20250520.pdfyh7YLw"
X Link 2025-05-20T14:46Z [----] followers, [---] engagements

"@ErnestWongBWM Constellation software"
X Link 2025-06-11T20:44Z [----] followers, [---] engagements

"@AAGresearch @hkuppy Long Thailand 🤣"
X Link 2025-06-19T14:32Z [----] followers, [---] engagements

"@shot_change Great news Hopefully Greek stocks in Interactive Brokers soon"
X Link 2025-07-01T18:56Z [----] followers, [---] engagements

"@dollarsanddata I have just been [--] days in Greece. There was way too many Americans everywhere🤣 You cant feel that special after travelling so far & Americans still being the majority of tourists 2nd order effect: It has made all the touristy spots too expensive for all other nationalities"
X Link 2025-07-16T07:50Z [----] followers, [---] engagements

"@shot_change @ReturnsJourney @Basteph_ I buy Uniqlo quite a bit. Here in Bangkok there are several shops and it seems popular. I think it is mostly a shop for guys that dont care about clothes. Dont want to think just want plain shit with good price-quality Zara is more for women and guys that care a bit more"
X Link 2025-09-15T14:59Z [----] followers, [--] engagements

"From a Morgan Stanley report today: ". The equity market has placed Merlin $MRL.MC firmly within the AI basket; YTD Merlin share price correlation with US tech stocks such as Nvidia $NVDA Meta $META and Microsoft $MSFT is a staggering +93%.""
X Link 2025-10-06T07:35Z [----] followers, [---] engagements

"@xav2nice $ALDEL Great company in a hated sector nowadays Deeply undervalued"
X Link 2020-09-28T08:07Z [----] followers, [--] engagements

"And still a long way to go. +60% since September [--] Guidance up for Q4 Nice things happen when valuations are rock bottom in a hated industry (automotive parts) $ALDEL https://www.delfingen.com/medias/PR-DELFINGEN-Guidances.pdf https://www.delfingen.com/medias/PR-DELFINGEN-Guidances.pdf"
X Link 2020-12-24T00:46Z [----] followers, [--] engagements

"Euroland Corporate Target Price: 41EUR $ALDEL https://www.elcorp.com/documents/40/2020-12-27_23_00_Flash_Delfingen_28_decembre_2020.pdf https://www.elcorp.com/documents/40/2020-12-27_23_00_Flash_Delfingen_28_decembre_2020.pdf"
X Link 2020-12-29T09:26Z [----] followers, [--] engagements

"Nice Delfingen FY2020 results $ALDEL all time highs. and still cheap Will somebody start paying attention Trendfollowers Anyone 😂 https://delfingen.com/medias/pr-2020-annual-results.pdf https://delfingen.com/medias/pr-2020-annual-results.pdf"
X Link 2021-03-29T07:36Z [----] followers, [--] engagements

"$ALDEL +334% since August last year with my initial tweet. I heard rumors that it has been featured in Value Investors Club. Maybe some people are starting to pay attention. Still cheap😁"
X Link 2021-06-01T16:47Z [----] followers, [--] engagements

"@rditrych $AMS Amadeus $TCOM http://Trip.com http://Trip.com"
X Link 2022-03-24T01:33Z [----] followers, [--] engagements

"My portfolio returns 2014-2022: [----] +44.4% [----] +24.1% [----] +7.5% [----] +29.8% [----] -15.8% [----] +20.9% [----] +17.2% [----] +23.9% [----] -0.9% CAGR 14-22 +15.5% My portfolio returns 2014-2021: [----] +44.4% [----] +24.1% [----] +7.5% [----] +29.8% [----] -15.8% [----] +20.9% [----] +17.2% [----] +23.9% CAGR 14-21 +17.8% My portfolio returns 2014-2021: [----] +44.4% [----] +24.1% [----] +7.5% [----] +29.8% [----] -15.8% [----] +20.9% [----] +17.2% [----] +23.9% CAGR 14-21 +17.8%"
X Link 2023-01-02T05:42Z [----] followers, 35K engagements

"FY2022 in my portfolio: Top contributors: $GLNG Golar LNG $DKUPL Dekupl $INSW International Seaways $STNG Scorpio Tankers $TK Teekay $FIL Filo Mining $EVI Evi Industries"
X Link 2023-01-02T05:43Z [----] followers, [---] engagements

"@DaBao_ @ClarkSquareCap Exactly Unknown company. Unprofitable IPO in [----]. It went completely unnoticed. I also like the chance that it gets acquired by $JNJ or $ALC to protect their business or by others to enter the space"
X Link 2023-01-04T02:10Z [----] followers, [--] engagements

"10. Alquiber🚚 $ALQ $ALQ.MC A fast-growing vehicle leasing company with [--] sites throughout Spain. Marketcap: [--] million Index: BME Growth Sector: Car leasing https://corporate.alquiber.es/ https://corporate.alquiber.es/"
X Link 2023-01-12T19:43Z [----] followers, [----] engagements

"11. Asturiana de Laminados (elZinc) 🏠 $ELZ $ELZ.MC Develops & manufactures zinc productsfor the building industry. Mostly used in facades and roofing. Marketcap: [--] million Index: BME Growth Sector: Building materials https://elzinc.es/ https://elzinc.es/"
X Link 2023-01-12T19:43Z [----] followers, [----] engagements

"@Fritz844 Amazing any hidden champions in Thailand"
X Link 2023-02-22T07:58Z [----] followers, [---] engagements

"It owns a Hotel portfolio which meant trouble during Covid times. But should be recovering ok. Tenants are high quality too. 92% of portfolio are [--] or [--] stars hotels"
X Link 2023-05-29T20:34Z [----] followers, [----] engagements

"Residential real estate is 32% of the portfolio. The exposure is by owning a 60% stake in also listed Grand City Properties $GCP $GCP.DE GCP is 1.18billion marketcap thus AT1 stake is worth 700million. AT1 marketcap is 963million today. Again prime RE in top German cities"
X Link 2023-05-29T20:34Z [----] followers, [----] engagements

"@TreyHenninger $cpsi"
X Link 2023-10-28T03:46Z [----] followers, [---] engagements

"$ALLEX Lexibook is ridiculously cheap. They do toys licensing great IPs. Just published H1 report as of end-Sep. And Q3 as of end-Dec growing sales +7% H1 report here: https://www.lexibook.com/media/fininfo/file//l/e/lexibook_rapport_financier_semestriel_septembre_2023.pdf https://www.lexibook.com/media/fininfo/file//l/e/lexibook_rapport_financier_semestriel_septembre_2023.pdf"
X Link 2024-01-08T09:31Z [----] followers, [----] engagements

"FY2023 in my portfolio: Top contributors: $OET $ECO Okeanis Tankers $AT1 Aroundtown $BYON Beyond $TK Teekay $ALC Altia $ALKEY Keyrus $AUTL Autolus Therapeutics"
X Link 2024-01-09T06:58Z [----] followers, [----] engagements

"FY2023 in my portfolio: Worst performers: $CPSI CPSI $CLNE Clean Energy Fuels $OCO Oroco Resources $ALWIT Witbe $SNWV Sanuwave Health $FIL Filo $PMD Psychemedics"
X Link 2024-01-09T06:58Z [----] followers, [----] engagements

"@adrivalue @AlteraHealth Good to see $CPSI which I own at number [--] and [--]. Not the best investment so far for me"
X Link 2024-02-21T17:38Z [----] followers, [----] engagements

"Quite a bit of insider buying at $EBRO Worlds largest producer of rice and 2nd largest of pasta Brutal la compra de insiders en Ebro Foods $EBRO https://t.co/JNuAFyCWKP Brutal la compra de insiders en Ebro Foods $EBRO https://t.co/JNuAFyCWKP"
X Link 2024-04-29T19:19Z [----] followers, [----] engagements

"It seems like Sea Ltd $SEA is winning the e-commerce battle in Thailand to Alibaba $BABA"
X Link 2024-06-20T03:42Z [----] followers, [---] engagements

"Trubridge $TBRG was kicked out of the Russell2000 index today. It is a long-term hold of mine. Previously known as $CPSI. Last few months I have been heavily increasing my position below 10$ 9$ and then 8$. Today I bought a bit more just above 10$"
X Link 2024-07-01T17:45Z [----] followers, [----] engagements

"Alquiber $ALQ $ALQ.MC opens 1st international site in northern Italy near Milan Now [--] sites in Spain and [--] in Italy. It seems Alquiber is going to be a pioneer offering the flexible renting business model in Italy. If they execute well: growth runway secured. [--]. Alquiber🚚 $ALQ $ALQ.MC A fast-growing vehicle leasing company with [--] sites throughout Spain. Marketcap: [--] million Index: BME Growth Sector: Car leasing Web:https://t.co/BDtaCtFV1R [--]. Alquiber🚚 $ALQ $ALQ.MC A fast-growing vehicle leasing company with [--] sites throughout Spain. Marketcap: [--] million Index: BME Growth Sector: Car"
X Link 2024-11-05T02:58Z [----] followers, [---] engagements

"My portfolio returns 2014-2024: [----] +0.5% [----] +27.5% [----] -0.9% [----] +23.9% [----] +17.2% [----] +20.9% [----] -15.8% [----] +29.8% [----] +7.5% [----] +24.1% [----] +44.4% CAGR 2014-2024 +15.0% My portfolio returns 2014-2023: [----] +27.5% [----] -0.9% [----] +23.9% [----] +17.2% [----] +20.9% [----] -15.8% [----] +29.8% [----] +7.5% [----] +24.1% [----] +44.4% CAGR 2014-2023 +16.7% My portfolio returns 2014-2023: [----] +27.5% [----] -0.9% [----] +23.9% [----] +17.2% [----] +20.9% [----] -15.8% [----] +29.8% [----] +7.5% [----] +24.1% [----] +44.4% CAGR 2014-2023 +16.7%"
X Link 2025-01-06T18:25Z [----] followers, [----] engagements

"FY2024 in my portfolio: Top contributors: $GLNG Golar LNG $TBRG Trubridge $DKUPL Dekuple $AT1 Aroundtown $NMM Navios $SNWV Sanuwave Health $FIL Filo Mining"
X Link 2025-01-06T18:25Z [----] followers, [----] engagements

"FY2024 in my portfolio: Worst performers: $BYON Beyond $ALDEL Delfingen $CLNE Clean Energy Fuels $PVL Plastivaloire $AKW Akwel $ALITL IT Link $ALWIT Witbe"
X Link 2025-01-06T18:25Z [----] followers, [---] engagements

"Horos Iberia a well-known value fund in Spain has recently bought shares of Alquiber $ALQ $ALQ.MC https://www.estrategiasdeinversion.com/fondos/el-fondo-horos-value-iberia-ve-en-las-small-caps-n-822211 [--]. Alquiber🚚 $ALQ $ALQ.MC A fast-growing vehicle leasing company with [--] sites throughout Spain. Marketcap: [--] million Index: BME Growth Sector: Car leasing Web:https://t.co/BDtaCtFV1R https://www.estrategiasdeinversion.com/fondos/el-fondo-horos-value-iberia-ve-en-las-small-caps-n-822211 [--]. Alquiber🚚 $ALQ $ALQ.MC A fast-growing vehicle leasing company with [--] sites throughout Spain."
X Link 2025-07-01T14:29Z [----] followers, [----] engagements

"@DismissedEurope how much they bought back I guess it is a good sign after all these years they feel confident to do it without breaching covenants. Probably they have visibility on their backlog which gives them the reassurance $PVL"
X Link 2025-10-24T00:28Z [----] followers, [--] engagements

"@DismissedEurope If it becomes a 200m marketcap company that's a 5X ROI from here. So that's good invested money in buybacks now. Even a small bit it is worth it"
X Link 2025-10-24T00:29Z [----] followers, [--] engagements

"@compound100x I am cheering for Palantir 🤣 As Elon says: the most entertaining outcome is the most likely"
X Link 2025-10-28T12:51Z [----] followers, [--] engagements

"I bought some European nano/microcaps this week Small starter positions Spyrosoft 122m mkcap $SPR.WA $SPR BOA Concept 14m mkcap $ALBOA.PA $ALBOA Grolleau 8m mkcap $ALGRO.PA $ALGRO Vytrus Biotech 62m mkcap $VYT.MC $VYT Beware low liquidity high risk etc"
X Link 2025-11-14T13:20Z [----] followers, [---] engagements

"Net Debt Sep2025: [-----] million Deleveraging is finally happening at #Plastivaloire $PVL Value trap for years. but it may be now the time to multibag. if balance sheet keeps improving and the Euro auto industry doesn't implode😅 $PVL #GROUPEPLASTIVALOIRE : Amlioration des rsultats en 2024-2025 : Marge d'EBITDA de 9% // Rduction de l'endettement financier net de [---] M EUR https://t.co/IZcjHUX8XZ $PVL #GROUPEPLASTIVALOIRE : Amlioration des rsultats en 2024-2025 : Marge d'EBITDA de 9% // Rduction de l'endettement financier net de [---] M EUR https://t.co/IZcjHUX8XZ"
X Link 2025-12-16T20:35Z [----] followers, [---] engagements

"My portfolio returns 2014-2025: [----] +32.8% [----] +0.5% [----] +27.5% [----] -0.9% [----] +23.9% [----] +17.2% [----] +20.9% [----] -15.8% [----] +29.8% [----] +7.5% [----] +24.1% [----] +44.4% CAGR 2014-2025 +16.5% My portfolio returns 2014-2024: [----] +0.5% [----] +27.5% [----] -0.9% [----] +23.9% [----] +17.2% [----] +20.9% [----] -15.8% [----] +29.8% [----] +7.5% [----] +24.1% [----] +44.4% CAGR 2014-2024 +15.0% My portfolio returns 2014-2024: [----] +0.5% [----] +27.5% [----] -0.9% [----] +23.9% [----] +17.2% [----] +20.9% [----] -15.8% [----] +29.8% [----] +7.5% [----] +24.1% [----] +44.4% CAGR 2014-2024 +15.0%"
X Link 2026-01-07T18:22Z [----] followers, [---] engagements

"He couldn't tell me what stocks to buy. I did a bit of research and found out there is only a couple of pure plays. Everspin is $300 million marketcap looks interesting and not expensive $300 million is nothing for the datacenter memory big boys"
X Link 2026-01-20T18:42Z [----] followers, [---] engagements

"If "spintronics" ever goes mainstream related to the AI bubble we are currently living in I am sure people will find $MRAM A small out-of-character bet in my portfolio"
X Link 2026-01-20T18:42Z [----] followers, [---] engagements

"Just sold $ALFRE at 4.18EUR +283% Didn't dare to go for my first 4-bagger. 3-bagger is good enough. Cash will be needed soon http://Freelance.com http://Freelance.com"
X Link 2020-07-22T14:17Z [----] followers, [--] engagements

"$ALFRE I sold too early at 4.18EUR July [----]. 7.17EUR now. I did +283%. But could have been +558% at least. Selling is one of the most difficult parts of investing"
X Link 2021-08-25T11:45Z [----] followers, [--] engagements

"FY2021 in my portfolio: Top contributors: $DKUPL Dekupl $ALUMS Umanis $ALITL IT Link $TK Teekay $ALDEL Delfingen $GLNG Golar LNG $MT Maire Tecnimont $OCO Oroco Resources Worst performers: $OSTK Overstock $ALWIT Witbe $GOLD Barrick Gold $PVL Plastivaloire"
X Link 2022-01-02T10:48Z [----] followers, [--] engagements

"HighCo $HCO has some of the most carefully crafted financial reporting among French microcaps. Available in English They also have an excellent business. And a great policy for shareholders returns including buybacks & dividends Kudos to management https://www.highco.com/en/wp-content/uploads/sites/5/2022/03/HIGHCO_SFAF_MARS-2022_VDEF_EN_web.pdf https://www.highco.com/en/wp-content/uploads/sites/5/2022/03/HIGHCO_SFAF_MARS-2022_VDEF_EN_web.pdf"
X Link 2022-03-26T05:30Z [----] followers, [--] engagements

"$ALUMS has been one of my best investments so far And the 4th French IT consulting company in my portfolio getting acquired The others being: ITS Groupe: oct2019 Groupe Open: jul2020 Devoteam: jul2020"
X Link 2022-04-25T17:57Z [----] followers, [--] engagements

"I still have [--] more French IT consulting companies in my portfolio: Keyrus $ALKEY 67m marketcap IT Link $ALITL 48m marketcap Both small. With room for growth And quite undervalued by the market Hot space for acquisitions"
X Link 2022-04-25T18:04Z [----] followers, [--] engagements

"@AsduKreno $ALITL would be my 5th French IT company takeover🤞 https://x.com/AitorGarcia/status/1518650438861881345s=20&t=t5Z28srAKJ5JoW7sCskUQQ $ALUMS has been one of my best investments so far And the 4th French IT consulting company in my portfolio getting acquired The others being: ITS Groupe: oct2019 Groupe Open: jul2020 Devoteam: jul2020 https://x.com/AitorGarcia/status/1518650438861881345s=20&t=t5Z28srAKJ5JoW7sCskUQQ $ALUMS has been one of my best investments so far And the 4th French IT consulting company in my portfolio getting acquired The others being: ITS Groupe: oct2019 Groupe"
X Link 2022-05-18T10:18Z [----] followers, [--] engagements

"Good to see IT Link $ALITL doing some M&A. Putting their net cash to use https://www.zonebourse.com/cours/action/IT-LINK-5203/actualite/IT-Link-entre-en-negociation-exclusive-avec-RADeS-en-vue-de-l-acquisition-de-100-du-capital-42416179/ I still have [--] more French IT consulting companies in my portfolio: Keyrus $ALKEY 67m marketcap IT Link $ALITL 48m marketcap Both small. With room for growth And quite undervalued by the market Hot space for acquisitions"
X Link 2022-11-28T10:22Z [----] followers, [--] engagements

"1. Banco Santander 🏦 $SAN$SAN.MC Spain largest bank. However its largest markets are Brazil USA and UK. It also owns important banks in Mexico Chile Portugal or Poland. Index: Ibex35 Marketcap: [--] billion Sector: Banking https://www.santander.com/ https://www.santander.com/"
X Link 2023-01-12T19:43Z [----] followers, [----] engagements

"2. Amadeus ✈ $AMS $AMS.MC The undisputed worldwide leader in B2B software for the travel sector. Europes 2ndlargest software company after $SAP. Index: Ibex35 Marketcap: [--] billion Sector: Software/Travel https://amadeus.com/ https://amadeus.com/"
X Link 2023-01-12T19:43Z [----] followers, 10K engagements

"3. CIE Automotive 🚗$CIE $CIE.MC Auto parts such as roof systems or iron and aluminum structural components for major car brands. It owns over [---] sites around the world. Marketcap: [--] billion Index: Ibex Medium Cap Sector: Automotive parts https://cieautomotive.com/ https://cieautomotive.com/"
X Link 2023-01-12T19:43Z [----] followers, [--] engagements

"I have heavily increased my Aroundtown $AT1 $AT1.DE position today It is -90% since preCovid times. Ouch Probably having a large exposure to European REITs (also Vonovia $VNA.DE & Merlin $MRL.MC) during a rate hikes environment has been one of my worst mistakes last few years"
X Link 2023-05-29T20:34Z [----] followers, 19.6K engagements

"https://x.com/RaphaelGirault/status/1666062679499329536 OPAS [--] sur Keyrus. Prime de 59% propose par les fondateurs. https://t.co/g85jRahYlg https://x.com/RaphaelGirault/status/1666062679499329536 OPAS [--] sur Keyrus. Prime de 59% propose par les fondateurs. https://t.co/g85jRahYlg"
X Link 2023-06-06T13:45Z [----] followers, [---] engagements

"5 down [--] to go $ALITL IT Link is the only French IT consulting company left in my portfolio. Great value https://x.com/AitorGarcia/status/1518652103627255808 I still have [--] more French IT consulting companies in my portfolio: Keyrus $ALKEY 67m marketcap IT Link $ALITL 48m marketcap Both small. With room for growth And quite undervalued by the market Hot space for acquisitions https://x.com/AitorGarcia/status/1518652103627255808 I still have [--] more French IT consulting companies in my portfolio: Keyrus $ALKEY 67m marketcap IT Link $ALITL 48m marketcap Both small. With room for growth And quite"
X Link 2023-06-06T13:47Z [----] followers, [----] engagements

"@InvestNH $ALITL :) And I like it more than Keyrus"
X Link 2023-06-06T13:48Z [----] followers, [---] engagements

"Aroundtown $AT1 $AT1.DE will be uplisted today from SDAX to MDAX Perspectives for REITs now looking good with central banks guiding for rates cuts next year Hopefully next year Aroundtown will be relisted in MSCI World Roundtrip back from hell ongoing I have heavily increased my Aroundtown $AT1 $AT1.DE position today It is -90% since preCovid times. Ouch Probably having a large exposure to European REITs (also Vonovia $VNA.DE & Merlin $MRL.MC) during a rate hikes environment has been one of my worst mistakes last few years I have heavily increased my Aroundtown $AT1 $AT1.DE position today It"
X Link 2023-12-15T10:25Z [----] followers, [----] engagements

"@vanckzhu Take a look at Amadeus $AMS.MC"
X Link 2024-02-16T05:16Z [----] followers, [--] engagements

"A few days ago I had the pleasure to host fund manager @gabcasla for a dinner by the river here in Bangkok. He has been around here among other things to check on the good progress of NagaCorp$3918"
X Link 2024-04-09T17:50Z [----] followers, [----] engagements

"S&P: "German Residential REITs Remain Supported By Funding Access And Solid Rent Fundamentals" Looks positive for Vonovia $VNA & Aroundtown $AT1 https://www.spglobal.com/ratings/en/research/articles/240531-german-residential-reits-remain-supported-by-funding-access-and-solid-rent-fundamentals-13105311 https://www.spglobal.com/ratings/en/research/articles/240531-german-residential-reits-remain-supported-by-funding-access-and-solid-rent-fundamentals-13105311"
X Link 2024-06-05T05:18Z [----] followers, [---] engagements

"@psyopcapital Amadeus $AMS.MC"
X Link 2024-12-13T03:26Z [----] followers, [---] engagements

"FY2025 in my portfolio: Top contributors: $ECO Okeanis Tankers $GDX VanEck Gold Miners ETF $B Barrick Mining $TMQ Trilogy Metals $ALC Altia $HCO High Co $ARIS Aris Mining"
X Link 2026-01-07T18:22Z [----] followers, [---] engagements

"@ToffCap Amazing Q4 results and outlook 💪"
X Link 2026-01-29T12:27Z [----] followers, [--] engagements

"@LuxOpesResearch Great to see little HighCo $HCO $HCO.PA highlighted Amazing results. Outlook for gross profit growth in [----] is 17%"
X Link 2026-01-29T12:30Z [----] followers, [---] engagements

"Santander $SAN is up +117% in one year Today they announce they go shopping in the US and will become a Top10 bank in the country They get among many great assets a very complimentary footprint in the US northeast and a big presence in NYC the financial capital of the world [--] years ago Ana Botin took the reins of Santander from his late father She has been heavily criticized ever since Numbers talk by themselves $SAN https://t.co/EzzreBTcBY [--] years ago Ana Botin took the reins of Santander from his late father She has been heavily criticized ever since Numbers talk by themselves $SAN"
X Link 2026-02-04T12:29Z [----] followers, [----] engagements

"@carlosotermin top el guila🤣"
X Link 2026-02-07T07:40Z [----] followers, [---] engagements

"Today it is time to add to my losers. Umicore $UMI.BR $UMI Sixt $SIX2.DE Flow Traders $FLOW The art of (not) catching bottoms. Not investment advice obviously😅"
X Link 2024-07-29T11:59Z [----] followers, [----] engagements

"FY2025 in my portfolio: Worst performers: $GLNG Golar LNG $DKUPL Dekuple $GENK GEN Restaurant Group $KOS Kosmos Energy $ALWIT Witbe $CLNE Clean Energy Fuels $VNA Vonovia"
X Link 2026-01-07T18:22Z [----] followers, [---] engagements

"Long Golar LNG $GLNG since April2020 at $5.82. One of my Covid era "lockdown picks". Remarkable transformation since then. The tech is validated & operational excellence fully proven. Valuation hasn't caught up to the structural clarity we see today. Patience pays off. Hold $GLNG https://t.co/dywShu8s4Z $GLNG https://t.co/dywShu8s4Z"
X Link 2026-02-16T00:33Z [----] followers, [----] engagements

""There is only one success to be able to spend your life in your own way" - Christopher Morley"
X Link 2017-10-21T04:41Z [----] followers, [--] engagements

"$GLNG The rise of the floating gas factory https://t.co/2SfBL9aRJA The rise of the floating gas factory https://t.co/2SfBL9aRJA"
X Link 2026-02-15T19:26Z 16.3K followers, [----] engagements

"All thanks to this Andres Allende video by @goodinvestingc and the excellent articles and updates by @gabcasla Thanks https://www.youtube.com/watchv=VM7vTniS1kc https://www.youtube.com/watchv=VM7vTniS1kc"
X Link 2026-02-16T00:35Z [----] followers, [---] engagements

"Good 11min video report by @bbgoriginals on the state of the Thai economy https://www.youtube.com/watchv=KBfnZCfeA00 https://www.youtube.com/watchv=KBfnZCfeA00"
X Link 2026-02-15T06:13Z [----] followers, [---] engagements

"I have partnered closely with Chinese companies for several years. And this is always their natural instinct. For the life of me it is impossible for them to think differently. Focus is on working harder than anybody else to sell cheaper and cheaper. h/t @trader_ferg"
X Link 2026-02-14T10:05Z [----] followers, [---] engagements

"https://x.com/AngelicaOung/status/1921364873444986888 Because for some insane reason the Chinese companies dont focus on maximizing returns to shareholders but minimizing profits so you can kill your competitors. They call it being or involuted although Ive never understood the meaning of that term either in English or https://x.com/AngelicaOung/status/1921364873444986888 Because for some insane reason the Chinese companies dont focus on maximizing returns to shareholders but minimizing profits so you can kill your competitors. They call it being or involuted although Ive never understood the"
X Link 2026-02-14T10:05Z [----] followers, [---] engagements

"Because for some insane reason the Chinese companies dont focus on maximizing returns to shareholders but minimizing profits so you can kill your competitors. They call it being or involuted although Ive never understood the meaning of that term either in English or Chinese. I just know what it is. Imagine a German Mittelstand SME cornered the market in making some obscure but essential widget for more than a century and got the bright idea of outsourcing the manufacturing to China. For 8-15 years everything works beautiful. Costs plummet and even junior Chinese executives get to fly business"
X Link 2025-05-11T00:40Z 44.2K followers, 2.2M engagements

"Vytrus Biotech sold today $VYT.MC $VYT Good enough for me for a couple of months. I will keep an eye to reenter in the future"
X Link 2026-02-04T10:12Z [----] followers, [---] engagements

"We are hitting rock bottom. Or maybe not yet Will anything ever change in Thailand How Thailand became the sick man of Asia https://www.ft.com/content/e766f94f-7626-4b60-b997-44ca1b18a4e7 https://www.ft.com/content/e766f94f-7626-4b60-b997-44ca1b18a4e7"
X Link 2026-02-04T09:50Z [----] followers, [---] engagements

"".finance is an essentially humanistic profession." ".many of the people who do best in the financial industry have broad curiosity and a certain sense of whimsy not just really good Excel skills." 🎯 by @matt_levine"
X Link 2026-01-30T01:43Z [----] followers, [---] engagements

"Vietnam is eating Thailand for lunch https://www.bangkokpost.com/business/general/3183239/thailand-stalls-as-vietnam-surges https://www.bangkokpost.com/business/general/3183239/thailand-stalls-as-vietnam-surges"
X Link 2026-01-27T03:00Z [----] followers, [---] engagements

"But how could you live and have no story to tell - Fyodor Dostoevsky"
X Link 2026-01-20T19:38Z 39.9K followers, 73.3K engagements

"I broke character. I own a small position in $MRAM Everspin Technologies. I rarely buy any tech stocks. I've never even owned any MAG7. Yeah I know. What does $MRAM do Spintronics TBH I had no clue what spintronics was until [--] weeks ago but"
X Link 2026-01-20T18:42Z [----] followers, [---] engagements

"Very happy with the performance in [----] Mostly thanks to exposure to mining (gold silver copper tin) and shipping"
X Link 2026-01-07T18:22Z [----] followers, [---] engagements

"Is $ALGID finally waking up to the defense spending increase in France & Europe 🚨 Analyse/Update Flash de la Socit EGIDE Group $ALGID secteur Industrie de la Dfense et pourquoi je suis pass l'Achat. Elle est spcialise dansla conception et la production intgre de botiers connecteurs hermtiqueset de solutions de dissipation thermique pour https://t.co/8QXSs7Sv8i 🚨 Analyse/Update Flash de la Socit EGIDE Group $ALGID secteur Industrie de la Dfense et pourquoi je suis pass l'Achat. Elle est spcialise dansla conception et la production intgre de botiers connecteurs hermtiqueset de solutions de"
X Link 2025-12-12T15:09Z [----] followers, [----] engagements

"🚨 Analyse/Update Flash de la Socit EGIDE Group $ALGID secteur Industrie de la Dfense et pourquoi je suis pass l'Achat. Elle est spcialise dansla conception et la production intgre de botiers connecteurs hermtiqueset de solutions de dissipation thermique pour composants lectroniques sensibles destins laDfense larospatiale et la tlcommunication"
X Link 2025-12-12T13:47Z 11.5K followers, 14.4K engagements

"Sold all my position today over [--] I might reenter again in the future"
X Link 2025-12-22T10:28Z [----] followers, [---] engagements

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