@AyusoValue Avatar @AyusoValue Ayuso

Ayuso posts on X about $teq, in the, $plxpa, de la the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 24.59% stocks 10.66% countries 6.56% cryptocurrencies 4.92% technology brands 3.28% currencies 1.64% social networks 1.64% financial services 0.82% exchanges 0.82% automotive brands 0.82%

Social topic influence $teq #2, in the 6.56%, $plxpa #1, de la 4.92%, muy 4.1%, $glng #1, $oet 4.1%, market 3.28%, $tdw 3.28%, $cmbt 3.28%

Top accounts mentioned or mentioned by @stonkmetal @huntforcatalyst @satsfilip @clubdelvalue @yotam005 @reuters @micheleginv @energyrealist25 @treeending @rogerv80 @helmacin @michele_g_inv @ivnm88134717 @realrafito @lambdownunder @alpacacapital @eivindend @jerrycap @alluvialcapital @icebergdevalor

Top assets mentioned Golar LNG Ltd (GLNG) Tidewater, Inc. (TDW) EURONAV NV (CMBT) Okeanis Eco Tankers Corp. (ECO) Transocean LTD. (RIG) Validity (VAL) Frontline Ltd. (FRO) Golden Ocean Group Limited Common Stock (GOGL) Goldman Sachs (GS) Boston Omaha Corporation (BOC) Berkshire Hathaway Inc. (BRK.A) dHedge DAO (DHT) Noble Corporation (NE)

Top Social Posts

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

"Im honestly blown away that Claude integrated into Excel can build a full DCF model in [--] minutes just by answering [--] questions. A lot of tasks are becoming pure commodities if you dont keep up youre done"
X Link 2026-02-08T07:19Z 16.3K followers, 698.2K engagements

"Assuming the full regulatory impact in Brazil which I dont agree with here are Goldman Sachs earnings estimates for Pluxee and Edenred. I may get it wrong but I think a lot of money can be made in these two names. Like Goldman I have a preference for Edenred but both are screamingly cheap. $EDN.PA $PLX.PA"
X Link 2026-02-12T08:00Z 16.3K followers, [----] engagements

"The way offshore is ripping"
X Link 2026-02-13T20:12Z 16.3K followers, [----] engagements

"Hard assets long overlooked by many investors cannot be disrupted by IA"
X Link 2026-02-11T19:06Z 16.3K followers, 48.3K engagements

"Optionality $SQZ.L"
X Link 2026-02-13T08:49Z 16.3K followers, [----] engagements

"Still no slowdown on the horizon. So reality is that Vaca Muerta production is at ATH yet the headline is "Slowing Vaca Muerta oil activity could pose challenge for Argentina's Milei". Such a shame for @Reuters . https://t.co/EvhU1wdVB7 https://t.co/h7tYNclPI5 So reality is that Vaca Muerta production is at ATH yet the headline is "Slowing Vaca Muerta oil activity could pose challenge for Argentina's Milei". Such a shame for @Reuters . https://t.co/EvhU1wdVB7 https://t.co/h7tYNclPI5"
X Link 2026-02-14T07:38Z 16.3K followers, [----] engagements

"Teqnion $TEQ y Boston Omaha $BOC son dos muy buenos ejemplos de esto. Short every publicly traded holding company that wants to be the next Berkshire Hathaway. They always say the same things: - "Permanent capital - Patient compounders - Capital allocators - We read the same books as Buffett But they never say: - We generate massive cash Short every publicly traded holding company that wants to be the next Berkshire Hathaway. They always say the same things: - "Permanent capital - Patient compounders - Capital allocators - We read the same books as Buffett But they never say: - We generate"
X Link 2025-06-07T06:24Z 16.3K followers, 11K engagements

"Only one month into [----] and [--] VLCCs have already been ordered. Deliveries are still years away but this is exactly why cycles dont last. Capital returns 101"
X Link 2026-02-06T13:27Z 16.3K followers, 11.2K engagements

"Some notes about $TEQ results that the cult followers will probably overlook: - FY [--] organic net sales -5% & organic EBITA -10%. -40% of the Q4 Operating Profit comes from reverting earnouts which is not a good sign about acquisitions (remember Q3 impairment). - Mkt cap [-----] MSEK + [---] MSEK net debt (exc. leases) = [-----] MSEK EV - EBITDA (2025) = [---] MSEK-- [----] EV/ EBITDA These are facts no idea if the stock will go up or down tbh. No position. DYODD https://twitter.com/i/web/status/2022711976112353749 https://twitter.com/i/web/status/2022711976112353749"
X Link 2026-02-14T16:38Z 16.3K followers, 15.6K engagements

"$UMG $ODET $BOL.PA"
X Link 2024-11-10T08:28Z 16.3K followers, [----] engagements

"Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO"
X Link 2025-08-26T17:14Z 16.3K followers, [----] engagements

"Golar LNG Limited Announces Fixed Income Investor Meetings. $GLNG"
X Link 2025-09-22T06:50Z 16.3K followers, [----] engagements

"12h of global oil surplus solved. ✅ US TO BUY 1M BARRELS FOR STRATEGIC PETROLEUM RESERVE US TO BUY 1M BARRELS FOR STRATEGIC PETROLEUM RESERVE"
X Link 2025-10-21T18:32Z 16.3K followers, 13.2K engagements

"💣 $OET $ECO Rumors that after releasing Q4 guidance $OET will be renamed Okeanis Overperforming Tankers and the ticker changed to $KING. https://t.co/KoOiYGrCl9 Rumors that after releasing Q4 guidance $OET will be renamed Okeanis Overperforming Tankers and the ticker changed to $KING. https://t.co/KoOiYGrCl9"
X Link 2025-11-12T21:20Z 16.3K followers, [----] engagements

"January [----] delivery but. 97M$ per vessel though mitigated with the issuance of shares above NAV. (No position) $OET $ECO"
X Link 2025-11-18T21:31Z 16.3K followers, 12.9K engagements

"Despite Clarksons showing an average VLCC TCE of USD 105883/day for Q4 (bss ECO no scrubber) realized TCEs are often significantly lower as illustrated by this $DHT release. Not all vessels are open during rate spikes and this effect becomes more pronounced with larger vessels due to longer voyage durations. A typical VLCC only completes [--] voyages per year which is why the chartering desk is so critical. https://twitter.com/i/web/status/2011730822097735852 https://twitter.com/i/web/status/2011730822097735852"
X Link 2026-01-15T09:22Z 16.2K followers, [----] engagements

"Just a reminder that $GLXZ will be acquired at 3.2$ in Q1 most probably. Very illiquid though"
X Link 2026-01-16T17:29Z 16.3K followers, [----] engagements

"Once again sell-side analysts (UBS this time) are creating an opportunity by chasing the price and flipping their recommendation. Even when factoring in a worst-case scenario in Brazil which I personally dont buy the multiples at which $EDEN.PA trades are absurdly low for a business of this quality. https://twitter.com/i/web/status/2014689075635098018 https://twitter.com/i/web/status/2014689075635098018"
X Link 2026-01-23T13:18Z 16.3K followers, 14.7K engagements

"@IvnM88134717 La lnea de Brasil es bastante exagerada de hecho un juez ya la ha paralizado. Otros pases como Francia e Italia han metido regulaciones ms light pero podran llegar ms si. A estos precios es un riesgo que estoy dispuesto a asumir"
X Link 2026-01-23T15:49Z 16.3K followers, [---] engagements

"This is UBSs recommendation history on $EDEN.PA only to downgrade to Neutral after a 65% drawdown. Chasing price as usual. Sell-side is a joke"
X Link 2026-01-24T16:26Z 16.3K followers, [----] engagements

"$NE announces [--] new contract awards and you are not long OSVs"
X Link 2026-01-26T14:08Z 16.3K followers, [----] engagements

"$IVN.TO Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO https://t.co/9c3KTDQY8r Forget casinos lately the real entertainment is investing in DRC mines. $IVN.TO https://t.co/9c3KTDQY8r"
X Link 2026-01-26T15:32Z 16.3K followers, [----] engagements

"Pluxee has already repurchased 2.23% of its shares under the $100m buyback program. At todays prices that implies another 3.3% of shares retired over the next [--] months. Im perfectly fine if the stock goes nowhere in the meantime it only amplifies the impact. $PLX.PA"
X Link 2026-01-27T08:56Z 16.3K followers, 11.6K engagements

"Reminder $TLO.TO"
X Link 2026-01-27T14:46Z 16.3K followers, [----] engagements

"As expected but good news for $PLX.PA https://valor.globo.com/empresas/noticia/2026/01/27/depois-de-ticket-e-vr-pluxee-obtem-liminar-contra-decreto-do-vale-refeicao.ghtml# https://valor.globo.com/empresas/noticia/2026/01/27/depois-de-ticket-e-vr-pluxee-obtem-liminar-contra-decreto-do-vale-refeicao.ghtml#"
X Link 2026-01-27T19:21Z 16.3K followers, [----] engagements

"Another vessel sale reported at $TNK. The cash pile just keeps growing. What are they going to do with all that cash"
X Link 2026-02-02T08:00Z 16.3K followers, [----] engagements

"Pareto: Sinokor effectively controlling 1/3 of the MEG-availability over the coming month. And $FRO offering way above last done VLCC market getting very interesting"
X Link 2026-02-02T12:17Z 16.3K followers, [----] engagements

"Another 363k shares repurchased last week (0.25% of market cap). $PLX.PA Pluxee has already repurchased 2.23% of its shares under the $100m buyback program. At todays prices that implies another 3.3% of shares retired over the next [--] months. Im perfectly fine if the stock goes nowhere in the meantime it only amplifies the impact. $PLX.PA https://t.co/tyNNdUpOhv Pluxee has already repurchased 2.23% of its shares under the $100m buyback program. At todays prices that implies another 3.3% of shares retired over the next [--] months. Im perfectly fine if the stock goes nowhere in the meantime it"
X Link 2026-02-02T16:58Z 16.3K followers, [----] engagements

"@RealRafito Good luck following Pabrai"
X Link 2026-02-08T09:16Z 16.3K followers, 16.4K engagements

"@LambDownUnder Not at all Investing is much more than excel"
X Link 2026-02-08T13:09Z 16.3K followers, 11.5K engagements

"But I have [--] boomers in my replies saying Claude is worthless JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work JUST IN: Anthropic engineers have spent six months at Goldman building autonomous systems for time-intensive high-volume back-office work"
X Link 2026-02-08T20:13Z 16.2K followers, [----] engagements

"@Alpaca_Capital Totally right. You have those who say DCFs are useless those who claim building models is trivial and those who insist AI only hallucinates. Funny thing is they all seem to think comments like that make them look very smart"
X Link 2026-02-08T21:58Z 16.2K followers, [---] engagements

"BOOM 💣 *TRANSOCEAN TO BUY VALARIS IN STOCK DEAL VALUED AT ABOUT $5.8B $VAL $RIG"
X Link 2026-02-09T13:04Z 16.3K followers, 14.2K engagements

"Not so long ago we has to read that $RIG was not going to survive today they are buying $VAL 🤣 Nowadays anyone can express an opinion without knowing anything about the subject. Only long maturities are trading below par and even then at a reasonable yield for the type of bond and duration. Disc: no position. https://t.co/0Ulyrswk2p Nowadays anyone can express an opinion without knowing anything about the subject. Only long maturities are trading below par and even then at a reasonable yield for the type of bond and duration. Disc: no position. https://t.co/0Ulyrswk2p"
X Link 2026-02-09T13:09Z 16.3K followers, [----] engagements

"Positive for $GLNG $SQZ.L Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk Global LNG market is at risk of being tighter for longer 🚢 ⚠ Qatar is pushing back start of its massive expansion to end [----] Golden Pass plant in the US delayed to at least March Supply chain bottlenecks threaten to delay wrecked supply wave https://t.co/O88qYLOxhk"
X Link 2026-02-09T16:12Z 16.3K followers, [----] engagements

"Repurchase program update. Another 0.25% gone. $PLX.PA Another 363k shares repurchased last week (0.25% of market cap). $PLX.PA https://t.co/O9jq4SFnpj Another 363k shares repurchased last week (0.25% of market cap). $PLX.PA https://t.co/O9jq4SFnpj"
X Link 2026-02-09T17:02Z 16.3K followers, [----] engagements

"Two of us nailed the bottom me and this clown. $PLX.PA Same story with $PLX. They dont even bother to get the basics right: Pluxee has paid [----] per share in dividends this year which at yesterdays close implies a 3.5% dividend yield. Yet they discount the dividend from cash flows in the coming years while assuming a 0% yield. https://t.co/0hVgN7HF9D Same story with $PLX. They dont even bother to get the basics right: Pluxee has paid [----] per share in dividends this year which at yesterdays close implies a 3.5% dividend yield. Yet they discount the dividend from cash flows in the coming years"
X Link 2026-02-10T10:27Z 16.3K followers, [----] engagements

"@huntforcatalyst You were totally right sir"
X Link 2026-02-10T11:16Z 16.3K followers, [--] engagements

"@huntforcatalyst I reacted late but in time. https://x.com/AyusoValue/status/2019488012296474645s=20 A few portfolio moves I feel obliged to disclose as I have discussed these names quite extensively. Earlier this week I sold $TDW to add even more $GMS.L. Same sector but with a much more attractive valuation and a larger backlog. I may be wrong but I think there is a https://x.com/AyusoValue/status/2019488012296474645s=20 A few portfolio moves I feel obliged to disclose as I have discussed these names quite extensively. Earlier this week I sold $TDW to add even more $GMS.L. Same sector but"
X Link 2026-02-10T11:19Z 16.3K followers, [---] engagements

"@Michele_g_inv I own both"
X Link 2026-02-10T11:19Z 16.3K followers, [---] engagements

"@Michele_g_inv Good points I also like the diversification and think that the dividend yield should put a floor on the stock price"
X Link 2026-02-10T11:27Z 16.3K followers, [---] engagements

"@EnergyRealist25 I think its a gift at these prices. I prefer it over Pluxee"
X Link 2026-02-10T17:58Z 16.3K followers, [---] engagements

"They never get tired of winning. $OET $ECO @EivindEnd The Nikouria is actually [--] months TC to Koch at 90k per day @EivindEnd The Nikouria is actually [--] months TC to Koch at 90k per day"
X Link 2026-02-10T18:30Z 16.3K followers, [----] engagements

"Petrobras has released its Q4 [----] production report. Notably China and India have increased their share of the companys crude exports while Europes share has declined. A clear shift in trade flows and undoubtedly supportive for tanker ton-miles. $PBR $PBR.A"
X Link 2026-02-11T10:53Z 16.3K followers, [----] engagements

"@Treeending Lo que tiene no haber abierto el informe anual. 😂"
X Link 2026-02-12T09:35Z 16.3K followers, [---] engagements

"@Rogerv80 Pluxee no tiene caja neta"
X Link 2026-02-12T15:21Z 16.3K followers, [---] engagements

"@satsfilip Yes classic price-chasing behaviour from analysts. [----] is the target at 11x earnings"
X Link 2026-02-13T09:45Z 16.3K followers, [--] engagements

"@Helmacin On unrealized gains"
X Link 2026-02-14T07:28Z 16.3K followers, [---] engagements

"🔴 $TEQ 📉 Q2: Resultados pobres (de nuevo) de la empresa de culto. - Ventas orgnicas -3% (crecimiento solo por adquisiciones) - 60% del beneficio viene de revertir earn-outs = adquisiciones fallando Por qu no hacen impairment del goodwill si las adquisiciones van mal - Cash flow dbil + deuda disparndose 🚩 https://twitter.com/i/web/status/1947028135708430392 https://twitter.com/i/web/status/1947028135708430392"
X Link 2025-07-20T20:17Z 16.3K followers, [----] engagements

"Llega el primer impairment. $TEQ 🔴 $TEQ 📉 Q2: Resultados pobres (de nuevo) de la empresa de culto. - Ventas orgnicas -3% (crecimiento solo por adquisiciones) - 60% del beneficio viene de revertir earn-outs = adquisiciones fallando Por qu no hacen impairment del goodwill si las adquisiciones van mal - https://t.co/ac1Q3vicL3 🔴 $TEQ 📉 Q2: Resultados pobres (de nuevo) de la empresa de culto. - Ventas orgnicas -3% (crecimiento solo por adquisiciones) - 60% del beneficio viene de revertir earn-outs = adquisiciones fallando Por qu no hacen impairment del goodwill si las adquisiciones van mal -"
X Link 2025-10-09T14:56Z 16.3K followers, [----] engagements

"Probably early but I am selling here now that the stock is trading slightly below my price target of 10.7$/sh. Not a huge win but a very certain trade which adds to the $GOGL / $CMBT merger trade that I explained before. Still some juice left. $CMBT https://t.co/ZSFPngqmA2 Still some juice left. $CMBT https://t.co/ZSFPngqmA2"
X Link 2025-11-26T14:59Z 16.3K followers, [----] engagements

"I'm no longer involved but it's great to see Saverys delivering. $CMBT"
X Link 2026-02-09T08:19Z 16.3K followers, [----] engagements

"RT @ClubdelValue: Finalmente parece que $ZIM ser opada por Hapag. Aprovechaste esta oportunidad"
X Link 2026-02-15T13:33Z 16.3K followers, [--] engagements

"$CMBT has sold eight vessels generating total capital gains of USD 269.2m. Half of the profits after debt repayment will be distributed to shareholders. There are rumours that the buyer of the VLCCs is Sinokor which has also acquired additional VLCCs from other owners"
X Link 2026-01-07T21:15Z 16.3K followers, 12.3K engagements

"The beauty of market consolidation. Combined the companies will control 40% of global 7G capacity and importantly the vast majority of sidelined 7G capacity. (Pareto) $VAL $RIG"
X Link 2026-02-10T08:09Z 16.3K followers, [----] engagements

"Hard to justify such a low multiple with these forecasts. $PLX.PA"
X Link 2026-02-12T08:44Z 16.3K followers, [----] engagements

"Same story with $PLX. They dont even bother to get the basics right: Pluxee has paid [----] per share in dividends this year which at yesterdays close implies a 3.5% dividend yield. Yet they discount the dividend from cash flows in the coming years while assuming a 0% yield. Unless Im missing something in a few months well be thanking UBS for creating this opportunity. Once again sell-side analysts (UBS this time) are creating an opportunity by chasing the price and flipping their recommendation. Even when factoring in a worst-case scenario in Brazil which I personally dont buy the multiples at"
X Link 2026-01-24T07:49Z 16.3K followers, 17.2K engagements

"A few portfolio moves I feel obliged to disclose as I have discussed these names quite extensively. Earlier this week I sold $TDW to add even more $GMS.L. Same sector but with a much more attractive valuation and a larger backlog. I may be wrong but I think there is a meaningful risk of disappointment in the upcoming results if no share buybacks were executed during the last quarter. Separately early this afternoon I exited my position in $GLXZ. The realized loss was fairly small but the opportunity cost was significant. Despite insiders continuing to buy shares on an individual basis the"
X Link 2026-02-05T19:07Z 16.3K followers, [----] engagements

"Now updated with Marinakis & Angeliki orders. Still one and a half months to go in Q1. Only one month into [----] and [--] VLCCs have already been ordered. Deliveries are still years away but this is exactly why cycles dont last. Capital returns [---]. https://t.co/5Om0fQ7tjJ Only one month into [----] and [--] VLCCs have already been ordered. Deliveries are still years away but this is exactly why cycles dont last. Capital returns [---]. https://t.co/5Om0fQ7tjJ"
X Link 2026-02-11T16:50Z 16.3K followers, [----] engagements

"Prayers for JerryCrap. Damn Jerry @JerryCap maybe unblock me before trying to use your influence to cut me from a job in finance That'd be more honest. Not sure how well that speaks of you. If anyone important follows me you shouldn't block Jerry from a career in finance from my tweets. https://t.co/aOtmcCUK2g Damn Jerry @JerryCap maybe unblock me before trying to use your influence to cut me from a job in finance That'd be more honest. Not sure how well that speaks of you. If anyone important follows me you shouldn't block Jerry from a career in finance from my tweets. https://t.co/aOtmcCUK2g"
X Link 2026-02-12T10:48Z 16.3K followers, [----] engagements

"Very interesting podcast with Dave Waters undoubtedly a great fund manager @alluvialcapital Here is @alluvialcapital talking about the most memorable investment of his career Full Interview: https://t.co/GN3zdPMw0S https://t.co/qbQASPdO3a Here is @alluvialcapital talking about the most memorable investment of his career Full Interview: https://t.co/GN3zdPMw0S https://t.co/qbQASPdO3a"
X Link 2026-02-12T11:51Z 16.3K followers, [----] engagements

"Thats what they say as if they were even capable of meeting their current quotas. 🛢 SOME OPEC+ NATIONS SEE SCOPE TO RESUME SUPPLY HIKES IN APRIL - BBG *OPEC+ HASN'T DECIDED ON OUTPUT PLANS FOR APRIL YET: DELEGATES 🛢 SOME OPEC+ NATIONS SEE SCOPE TO RESUME SUPPLY HIKES IN APRIL - BBG *OPEC+ HASN'T DECIDED ON OUTPUT PLANS FOR APRIL YET: DELEGATES"
X Link 2026-02-13T12:30Z 16.3K followers, [----] engagements

"We must be very close to the end of Europe. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds. BREAKING: Netherlands House of Representatives approves 36% tax on unrealized capital gains in stocks crypto and bonds"
X Link 2026-02-14T05:38Z 16.3K followers, 12.7K engagements

"Congratulations to Juan Romero on his appointment as Global Head of Trading at Repsol. Im fortunate to know him and Im confident hell bring a revitalizing vision and energy to the role a fantastic step for both him and the company. $REP"
X Link 2026-02-14T07:16Z 16.3K followers, [----] engagements

"This company is a never-ending source of entertainment. Below is an interesting story published today in The Times. $TEQ $TEQ.ST https://archive.ph/oGcW4 https://archive.ph/oGcW4"
X Link 2026-02-14T19:01Z 16.3K 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

"Turns out the market isnt as foolish as the pumpers think $TEQ $TEQ.ST Some notes about $TEQ results that the cult followers will probably overlook: - FY [--] organic net sales -5% & organic EBITA -10%. -40% of the Q4 Operating Profit comes from reverting earnouts which is not a good sign about acquisitions (remember Q3 impairment). - Mkt cap https://t.co/03n8isyR3C Some notes about $TEQ results that the cult followers will probably overlook: - FY [--] organic net sales -5% & organic EBITA -10%. -40% of the Q4 Operating Profit comes from reverting earnouts which is not a good sign about"
X Link 2026-02-16T10:12Z 16.3K followers, [----] engagements

"Deustche about $GLNG. PT 55$"
X Link 2026-02-16T10:23Z 16.3K followers, [----] engagements

"Va cambiando ya la narrativa. $TEQ Me sorprende lo poco que cae Teqnion para los resultados que ha presentado y las red flag acumuladas. hasta que cambie la narrativa supongo. $TEQ https://t.co/8Hd4xMoNr7 Me sorprende lo poco que cae Teqnion para los resultados que ha presentado y las red flag acumuladas. hasta que cambie la narrativa supongo. $TEQ https://t.co/8Hd4xMoNr7"
X Link 2025-02-17T09:04Z 16.3K followers, [----] engagements

"Y alguno deca que $TEQ iba a cerrar bocas. 🤣 Me sorprende lo poco que cae Teqnion para los resultados que ha presentado y las red flag acumuladas. hasta que cambie la narrativa supongo. $TEQ https://t.co/8Hd4xMoNr7 Me sorprende lo poco que cae Teqnion para los resultados que ha presentado y las red flag acumuladas. hasta que cambie la narrativa supongo. $TEQ https://t.co/8Hd4xMoNr7"
X Link 2025-05-21T14:23Z 16.3K followers, [----] engagements

"$AFM.V Like money Buy $AFM.V Like money Buy $AFM.V"
X Link 2025-11-28T15:41Z 16.3K followers, [----] engagements

"$TDW $TDW is not only cheap but also well positioned for a major capital allocation move in the short term while waiting for a meaningful improvement in the offshore market from [----] onwards. https://t.co/9B1O0eA23s $TDW is not only cheap but also well positioned for a major capital allocation move in the short term while waiting for a meaningful improvement in the offshore market from [----] onwards. https://t.co/9B1O0eA23s"
X Link 2026-01-08T17:20Z 16.3K followers, [----] engagements

"Es increble como puedes pasar horas pelendote con un problema una tarde sin encontrar solucin y que a la maana siguiente consigas resolverlo en media hora. Las empresas deberan empezar a entender que no por estar ms horas en la oficina vas a ser ms productivo"
X Link 2019-11-16T11:35Z 16.3K followers, [---] engagements

"Mi ms sincera enhorabuena a @icebergdevalor por sus [---] primeros podcasts. Ideas independientes muy poco comentadas por la comunidad e investigadas a fondo. Y gratis👏"
X Link 2019-11-19T12:53Z 16.3K followers, [---] engagements

"I am glad to share with you my investment thesis on Okeanis Eco Tankers $OET I hope you enjoy it @SeekingAlpha https://seekingalpha.com/article/4335459-okeanis-eco-tankers-bargain-in-tanker-world https://seekingalpha.com/article/4335459-okeanis-eco-tankers-bargain-in-tanker-world"
X Link 2020-04-01T15:09Z 16.3K followers, [---] engagements

"An sigo flipando con la suerte que he tenido hoy. No solo no ha huido sino que se ha quedado un rato con nosotros"
X Link 2020-06-06T14:23Z 16.3K followers, [---] engagements

"Elige llevar una vida mediocre soando con vivir de las rentas a los [--]. Elige no salir a cenar para comprar [--] acc. de KHC. Elige dar el coazo a familiares y amigos con las bondades de la bolsa. Elige creerte superior cuando veas que les importa una mierda. Elige la vida"
X Link 2020-07-31T09:45Z 16.3K followers, [---] engagements

"Aunque no os interese Teekay estara muy bien que ayudrais a compartir y dar me gusta este video. Gabriel nos regala muchas horas de trabajo y hay que darle cario para que siga hacindolo $TK $TGP $TNK Anlisis de los resultados del grupo Teekay en [----] y recapitulacin de la tesis de inversin https://t.co/2SfbN0mSrS $TK $TGP $TNK Anlisis de los resultados del grupo Teekay en [----] y recapitulacin de la tesis de inversin https://t.co/2SfbN0mSrS"
X Link 2021-02-28T19:54Z 16.3K followers, [---] engagements

"Perfect combo"
X Link 2021-04-24T09:12Z 16.3K followers, [---] engagements

"Hoy es un da perfecto para comprobar que estamos mas pendientes de que al vecino no le vaya mejor que a nosotros que de que a nosotros nos vaya bien"
X Link 2021-05-19T13:23Z 16.3K followers, [--] engagements

"Pensad en el lado positivo dos semanas ms as y podremos sacar $BABA de la cartera de tapadillo diciendo "solo pesaba un 0'5%" como hacen algunos gestores 🤣"
X Link 2021-08-19T09:39Z 16.3K followers, [---] engagements

"Est muy lejos y lo veo difcil pero he decidido que si alguna vez el canal de youtube genera algo de dinero este ser donado ntegramente seguramente a protectoras de animales que tienen poqusimos medios"
X Link 2021-08-20T14:42Z 16.3K followers, [---] engagements

"Qu pattico es creerse superior a los dems por invertir en bolsa. Mucho complejo tienen algunos"
X Link 2021-08-28T12:45Z 16.3K followers, [---] engagements

"1. Es un invent. [--]. Hace [--] aos [--] euros eran una fortuna. [--]. No se poda invertir en indexados y menos de [--] en [--] euros. [--]. Es fcil a posteriori elegir el caballo ganador. De verdad es necesario inventarse cosas para promover la educacin financiera Ayer me enter de que un familiar lleva [--] aos jugando 20/semana en la lotera. Se ha gastado [------] durante todo este tiempo. Si hubiera invertido [--] cada semana en el S&P500 los ltimos [--] aos ahora su cartera valdra [-------]. La diferencia es acojonante Ayer me enter de que un familiar lleva [--] aos jugando 20/semana en la lotera. Se ha gastado"
X Link 2021-08-30T14:16Z 16.3K followers, [---] engagements

"No falla Explota algo en bolsa sean las criptos las empresas growth los barcos el nasdaq el uranio. Y a los minutos ya estn saliendo resentidos debajo de las piedras. Yo lo tengo claro bloqueo inmediato a esa gente no quiero ese tipo de vibraciones en mi vida"
X Link 2021-09-03T06:32Z 16.3K followers, [---] engagements

"Otro da ms que no se acaba el mundo. Recuerda que los pesimistas parecen ms inteligentes pero son los optimistas los que triunfan"
X Link 2021-09-23T15:44Z 16.3K followers, [---] engagements

"Por recapitular: @Rankia lanza un curso barato y dado por gente que sabe @iparatx tiene un enlace referido en el que dona su parte a una protectora de animales que le dije yo. Y el sinvergenza de @locodldividendo nos acusa de llevarnos dinero. Un poco de difusin estara genial"
X Link 2021-09-25T10:04Z 16.3K followers, [---] engagements

"Otro da que no se acaba el mundo. Suben los barcos sube el uranio sube el oil. Y eso que China se va al pozo segn dicen"
X Link 2021-09-27T14:40Z 16.3K followers, [---] engagements

"De estreno Un poquito ms lejos de la libertad financiera"
X Link 2021-10-16T10:50Z 16.3K followers, [---] engagements

"Tengo un pacto no escrito con mi chica por el que me toca hacer arroz si comemos en casa un da del finde. Hoy ha tocado con nscalos secreto ibrico y foie"
X Link 2021-10-23T12:27Z 16.3K followers, [---] engagements

"Todo el mundo flipando con el Metaverso y a mi me da una pereza terrible pensar hacia donde nos dirigimos como sociedad. Cada vez ms ganas de irme a vivir al campo y apartarme de tanta tontera"
X Link 2021-10-29T07:27Z 16.3K followers, [---] engagements

"Diane tena razn. El mundo est cambiando la msica est cambiando las drogas estn cambiando hasta los tos y tas estn cambiando. Dentro de unos aos no habr ni tios ni tas slo gilipollas"
X Link 2021-10-30T17:12Z 16.3K followers, [---] engagements

"Como aprovecharse del miedo a la nueva variante $MPCC $DAC $GSL $NMM"
X Link 2021-11-26T15:35Z 16.3K followers, [---] engagements

"+122% en [----] no porque sea mejor que nadie sino por tener los deberes hechos en varios sectores que lo han reventado y gracias a la ayuda de muchos amigos. Lo mejor es que tengo una conviccin altsima en [--] empresas para 2022: $GSL $ADT y $NMM"
X Link 2022-01-02T19:24Z 16.3K followers, [---] engagements

"Como un nio el da de Reyes 🙃"
X Link 2022-01-22T18:05Z 16.3K followers, [---] engagements

"53 analistas profesionales con recomendacin de compra y salen los listos de siempre a reirse de la gente que esperaba unos buenos resultados. Es la cara B de twitter por eso bloquear es su mejor funcin"
X Link 2022-02-03T12:26Z 16.3K followers, [---] engagements

"Despus de mucho trabajo nos hace mucha ilusin presentar @ClubdelValue una comunidad creada por @gabcasla @IcariaCap @Krevix y yo 🤘 Nos vemos este domingo a las 19:00 para presentarlo 🧨 No te lo puedes perder Regstrate aqu 👇 https://www.crowdcast.io/e/elclubdelvalue https://www.crowdcast.io/e/elclubdelvalue"
X Link 2022-03-03T21:39Z 16.3K followers, [---] engagements

"Se da la curiosa situacin de que llenas un tanker de LNG en EEUU y cuando llega a Europa o a Asia vale ms el cargamento que el barco. $FLNG"
X Link 2022-03-12T19:48Z 16.3K followers, [---] engagements

"Somos de mantener estas cosas en privado pero como haba un compromiso publico lo comparto: [---] euros donados a la AECC gracias a @LocosWallStreet. Muchas gracias por hacerlo posible 🙏"
X Link 2022-04-10T08:49Z 16.3K followers, [---] engagements

"No soy muy fan de Ackman especialmente por cosas que ha hecho en el pasado pero creo que ser capaz de cambiar de opinin cuando los hechos cambian es una virtud muy infravalorada. La mayora de la gente es muy reticente a admitir que se ha equivocado porque eso daa el ego"
X Link 2022-04-21T08:20Z 16.3K followers, [---] engagements

"Bajando tan rpido como mi cartera el ltimo mes. cc @ebitdaoperator"
X Link 2022-07-03T08:59Z 16.3K followers, [---] engagements

"Enormemente agradecido por el cario recibido por aqu 🙏 Vuelvo a sonreir gracias a este granuja que han puesto en mi vida unos amigos que no merezco"
X Link 2022-08-14T11:57Z 16.3K followers, [---] engagements

"La misma semana que me opan $LFG $DIS.MI y $TRMD superan +100% desde mis primeras compras cierro un corto a $SBLK con +10% y supero el +50% YTD algn bufn intenta burlarse por la put de $META con la que seguro que acabo ganando y si pierdo pues pierdo. Dais bastante pena. 😘"
X Link 2022-10-21T07:31Z 16.3K followers, [---] engagements

"Por tema profesional este ser el ultimo update de cartera a nivel personal para todo lo dems 👇@ClubdelValue"
X Link 2022-11-03T13:50Z 16.3K followers, [---] engagements

"Lo que de verdad necesita un pas con el 29.5% de paro juvenil. 🔴LTIMA HORA Snchez anuncia la financiacin del Interrail por Europa para jvenes de [--] a [--] aos este verano https://t.co/upp0BB2y36 https://t.co/TDg619wVxH 🔴LTIMA HORA Snchez anuncia la financiacin del Interrail por Europa para jvenes de [--] a [--] aos este verano https://t.co/upp0BB2y36 https://t.co/TDg619wVxH"
X Link 2023-05-06T13:41Z 16.3K followers, 18.9K engagements

"Tanker transits through Bab-el-Mandeb Strait last three months. Vortexa"
X Link 2024-01-07T11:14Z 16.3K followers, 25.9K engagements

"Okeanis has overdelivered and shown a spectacular capital allocation these years despite some hard times in the tanker market and always being subject to bad comments from misinformed individuals. $OET"
X Link 2024-01-24T11:21Z 16.3K followers, 13.4K engagements

"Me sorpende lo desapercibida que ha pasado esta noticia con lo que gusta el salseo por estos lares. https://www.elespanol.com/invertia/mis-finanzas/fondos-de-inversion/20250423/inveready-compra-mitad-true-value-hace-control-total-gestora/1003743725036_0.html https://www.elespanol.com/invertia/mis-finanzas/fondos-de-inversion/20250423/inveready-compra-mitad-true-value-hace-control-total-gestora/1003743725036_0.html"
X Link 2025-04-23T18:20Z 16.3K followers, 58.7K engagements

"Golar LNG Ltd $GLNG saw options trading volume of [----] contracts representing approximately [------] underlying shares or approximately 58.7% of GLNG's average daily trading volume over the past month of [------] shares. Particularly high volume was seen for the $45 strike call option expiring January [--] 2026 with [----] contracts trading so far today representing approximately [------] underlying shares of GLNG. https://twitter.com/i/web/status/1953411410186121451 https://twitter.com/i/web/status/1953411410186121451"
X Link 2025-08-07T11:02Z 16.3K followers, [----] engagements

"Over lunch last week Frontlines chartering team shared a sharp insight: utilization of vessels [--] years old has drastically decreased. Data from Vortexa shows that we are back to Dec [--] levels which combined with the rise in oil on water is putting extra pressure on the regular fleets utilization. $FRO"
X Link 2025-09-14T14:32Z 16.3K followers, [----] engagements

"So reality is that Vaca Muerta production is at ATH yet the headline is "Slowing Vaca Muerta oil activity could pose challenge for Argentina's Milei". Such a shame for @Reuters . https://www.reuters.com/business/energy/slowing-vaca-muerta-oil-activity-could-pose-challenge-argentinas-milei-2025-10-07/ https://www.reuters.com/business/energy/slowing-vaca-muerta-oil-activity-could-pose-challenge-argentinas-milei-2025-10-07/"
X Link 2025-10-07T15:44Z 16.3K followers, [----] engagements

"$CLCO shareholders can be very thankful to EPS for bailing them out. LNG shipping Rates continue to be abysmal. And will continue to be $CCEC $FLNG $CLCO https://t.co/LLWu8OFfWG LNG shipping Rates continue to be abysmal. And will continue to be $CCEC $FLNG $CLCO https://t.co/LLWu8OFfWG"
X Link 2025-10-09T12:45Z 16.3K followers, [----] engagements

"Gotta love the guy who was bullish all the way from $90 to $60 only to turn bearish at the bottom and still trusts Saudi will and intent"
X Link 2025-10-22T07:18Z 16.3K followers, 10.4K engagements

"Europe is dead. FRENCH CITIZENS TO PAY GLOBAL TAXES France just officially proposed global taxation for the National Budget of [----]. French citizens will pay taxes on their global income if they move to a region with tax 40% lower than France's. I've been warning you: European countries https://t.co/L9GMvWrphm FRENCH CITIZENS TO PAY GLOBAL TAXES France just officially proposed global taxation for the National Budget of [----]. French citizens will pay taxes on their global income if they move to a region with tax 40% lower than France's. I've been warning you: European countries"
X Link 2025-10-23T05:14Z 16.3K followers, 28.6K engagements

"Still early days worth at least [--] CAD. $REG.V So youre telling me that with gold and copper surging and M&A heating up you dont own $REG.V So youre telling me that with gold and copper surging and M&A heating up you dont own $REG.V"
X Link 2025-10-31T17:08Z 16.3K followers, [----] engagements

"ROAR $REG.V Still early days worth at least [--] CAD. $REG.V https://t.co/tgnBBJgen4 Still early days worth at least [--] CAD. $REG.V https://t.co/tgnBBJgen4"
X Link 2025-12-11T17:08Z 16.3K followers, [----] engagements

"@mirror_mystery I had a big position in $CMBT options to hedge the $GOGL acquisition and IBKR did very weird things those days"
X Link 2026-01-01T10:51Z 16.3K followers, [---] engagements

"Love me or hate me but you cant deny I share stock picks before they move unlike others who only talk about them after theyre already up. Credits to @Nortilus for this one $GMS.L Despite the recent price appreciation the contracts announced lately have de-risked the investment to the point that it looks like a no-brainer even at current levels. 4x EV/EBITDA further deleveraging coming shareholder returns a potential guidance upgrade and a HUGE Despite the recent price appreciation the contracts announced lately have de-risked the investment to the point that it looks like a no-brainer even at"
X Link 2026-01-28T13:19Z 16.3K followers, [----] engagements

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