@DeepMoatSociety Deep Moπ
°οΈt SocietyDeep Moπ °οΈt Society posts on X about $asts, $exor, $boc, $rklb the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence stocks 55% finance 24% automotive brands 9% financial services #812 cryptocurrencies 8% technology brands 6% luxury brands 5% countries 4% travel destinations 2% exchanges 1%
Social topic influence $asts #69, $exor 17%, $boc 15%, $rklb #65, $bn #8, $exoas 11%, $kfs 11%, $vinp 11%, $hhh 10%, $toiv 9%
Top accounts mentioned or mentioned by @galumay @mholz315 @mitchmartan98 @dissectmarkets @audittheherd @financejack44 @investincintel @mcagney @fluentinquality @gubloinvestor @toptickresearch @josmiguel71 @derwirtschafter @supermarius19 @anthonydibs @castrobeiras @astspacemobile @investinc_intel @spacex @starlink
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Boston Omaha Corporation (BOC) Rocket Lab USA, Inc. Common Stock (RKLB) Brookfield Corporation (BN) Vinci Partners Investments Ltd. (VINP) Howard Hughes Holdings Inc. (HHH) Figure Technology Solutions, Inc. (FIGR) KKR & Co, Inc. (KKR) Markel, Corp. (MKL) Ferrari N.V. (RACE) Stellantis N.V. (STLA) BlackCoin (BLK) Tempus AI, Inc. (TEM) Apollo Global Management, Inc. (APO) BlackRock Inc (BLK) Danaher Corporation (DHR) Lemonade, Inc. (LMND) Brookfield Asset Management Inc (BAM) Brookfield Renewable Partners L.P. (BEP) RAI Finance (SOFI) Nelnet, Inc. Class A (NNI) AS Roma Fan Token (ASR) Grupo Aeroportuario del Sureste, S.A. de C.V. American Depositary Shares (ASR) Clarivate Plc (CLVT) Ares Management, Corp. (ARES) MercadoLibre Inc (MELI) NuCypher (NU) Archer Aviation Inc. (ACHR) AT&T Inc. (T) Ethereum (ETH) Bitcoin (BTC) Taiwan Semiconductor (TSM) Moody's Corporation (MCO)
Top posts by engagements in the last [--] hours
"@SpaceX @Starlink Hopefully not D2C Sats youd be wasting your time otherwise. $ASTS has this covered. π§"
X Link 2026-02-15T09:05Z [----] followers, [---] engagements
"The $100 trillion migration to the blockchain isn't theory anymore - its happening in real-time. Its the largest unspoken mega trend I see before me. Well me and Larry Fink. $CEPT $SECZ $FIGR $BLK π¨ BREAKING: BlackRock is getting into DeFi. It bought Uniswap (UNI) tokens and listed BUIDL. BUIDL their $180B tokenized Treasury fund is now on Uniswap with Securitize handling institutional whitelisting and Wintermute providing liquidity. Then they bought the protocol https://t.co/FIKoHcSKKo π¨ BREAKING: BlackRock is getting into DeFi. It bought Uniswap (UNI) tokens and listed BUIDL. BUIDL their"
X Link 2026-02-11T20:18Z [----] followers, [---] engagements
"@AuditTheHerd @MitchMartan98 $TEM is likely to be my next position to be built out. The flywheel will keep compounding"
X Link 2026-02-14T23:30Z [----] followers, [--] engagements
"Optionality - re defining financial systems. First HELOCs then SMEs - FIGURE will power it all Equities and assets on chain. Borrow against them lend them - maximise your assets. The rails of the future. Efficient and transparent"
X Link 2026-02-14T21:59Z [----] followers, [--] engagements
"@FinanceJack44 I think ASMLs growth will be pretty strong for the foreseeable too. Insiders buying too. thats not happened in a while. Theres a great @AcquiredFM interviewing Morris Chang. Well worth a listen"
X Link 2026-02-14T23:00Z [----] followers, [--] engagements
"@Investinc_Intel @mcagney Network effect. Moving playlists would be a nightmare. its easy to switch banks imo"
X Link 2026-02-15T07:13Z [----] followers, [--] engagements
"Everything will be tokenised. KR1 have the picks and shovels ready for the gold rush $KR1 - they own the pipes and invest in the next gen of infrastructure This is how theyre setup ππΌ $CEPT $FIGR $ETH $BTC"
X Link 2026-02-16T07:07Z [----] followers, [--] engagements
"π The Great Re-Platforming: Wall Streets Move to the Digital Ledger We are no longer in the "pilot phase" of blockchain. As of early [----] the global financial system is undergoing a fundamental re-platforming. The "Tokenization of Everything" has moved from a whitepaper dream to a multi-trillion dollar institutional pipeline. π The Visionary: Larry Fink & $BLK BlackRock CEO Larry Fink has transitioned from a $BTC skeptic to the primary architect of the on-chain future. At Davos [----] Fink didn't mince words: Tokenization is not a cosmetic technology upgrade; it is the next major evolution in"
X Link 2026-02-16T07:30Z [----] followers, [--] engagements
"@FinanceJack44 Id trade $TSM for $ASML and sleep well at night"
X Link 2026-02-14T22:56Z [----] followers, [---] engagements
"@FluentInQuality Didnt realise how diversified theyve got. Itll be interesting to compare vs $MCO"
X Link 2026-02-16T07:35Z [----] followers, [--] engagements
"Founders with SIGNIFICANT skin in the game. Also nice to see Mr Druckenmiller in the mix too"
X Link 2026-02-14T21:52Z [----] followers, [--] engagements
"@Gubloinvestor Always drawn into $PGY so cheap and they seem to be executing so well. MarTech I struggle with a bit maybe haunted by the old days of $SEMR but perhaps $ZETA is worth a look. Maybe a $CRM acquisition in the future π"
X Link 2026-02-14T22:40Z [----] followers, [---] engagements
"Everyone makes mistakes - selling at $50 was very much one of them π₯² $PLTR As long as you learn - never selling my $ASTS or $RKLB $PLTR at $120 would really interest me. I've never owned the stock and have only ever watched from the sidelines. Yes the PE multiple is still insane but have you seen a business of this scale accelerate top-line at this rate ever $PLTR at $120 would really interest me. I've never owned the stock and have only ever watched from the sidelines. Yes the PE multiple is still insane but have you seen a business of this scale accelerate top-line at this rate ever"
X Link 2026-02-14T22:43Z [----] followers, [---] engagements
"@MitchMartan98 $TEM seem to be building a nice moat"
X Link 2026-02-14T22:49Z [----] followers, [---] engagements
"@galumay Blockchain makes opaque transparent and collapses costs by 10x for mortgage origination in this example. But tokenisation in general opens up so many asset classes to such wider audiences - venture debt infrastructure"
X Link 2026-02-14T23:04Z [----] followers, [--] engagements
"@MitchMartan98 @AuditTheHerd When the FDA approves monetisation of Ai algos ππΌ $TEM will hit new strides"
X Link 2026-02-14T23:28Z [----] followers, [--] engagements
"@dissectmarkets lithography machine (ASML) is the "printer" the photomask is the "stencil" or "master negative." For AI where performance is dictated by transistor density & interconnect speed photomasks have moved from being a simple component to a critical bottleneck"
X Link 2026-02-15T09:22Z [----] followers, [--] engagements
"@TopTickResearch @Securitize A thesis to indicate its not a race to the bottom Some tutes have this capability in house"
X Link 2026-02-06T11:53Z [----] followers, [----] engagements
"$FIGR Using blockchain tech to disrupt conventional mortgage origination. Lowering costs and speeding up - not just crypto buzzwords"
X Link 2026-02-14T21:49Z [----] followers, [---] engagements
"Everyones eyes are on AI but the convergence of using the utility of blockchain is the real story. Financial rails of the last [--] decades are being redefined and very few are watching. When they do it might be too late to take advantage. $FIGR $CEPT dyor not financial advice"
X Link 2026-02-14T22:05Z [----] followers, [---] engagements
"@SpacBobby Peter Beck is a visionary similar to Abel Avellan. So much so I have pictures of both framed on my desk. I could listen to Peter all day - π« iykyk"
X Link 2026-02-14T22:37Z [----] followers, [---] engagements
"@Gubloinvestor $FIGR or $CEPT - tokenising assets is being slept on. When $BLK moves everyone else moves"
X Link 2026-02-14T22:47Z [----] followers, [---] engagements
"If you ever want to learn something ALWAYS learn from a cartoon Swedish farming feline. $ASTS Lets discuss W/kg. The FM3- array is lighter. It has a weight reduction from [----] kg to [----] kg. And its 199m2. There is a 30m2 tail on top of that the PLM it adds extra solar array. 1/n https://t.co/TnMYMfAmu7 Lets discuss W/kg. The FM3- array is lighter. It has a weight reduction from [----] kg to [----] kg. And its 199m2. There is a 30m2 tail on top of that the PLM it adds extra solar array. 1/n https://t.co/TnMYMfAmu7"
X Link 2026-02-14T23:06Z [----] followers, [---] engagements
"Brookfield is a high quality generational compounder but a hard one to break down to others @NewcomerInvest does a great job $BN $KKR $APO First what is Brookfield Youre likely familiar with all sorts of Brookfield tickers such as $BN $BAM $BEP $BIP $BBU $BN is the controlling shareholder in all of these entities and allocates cash flows accordingly. https://t.co/PtkTnRzVkL First what is Brookfield Youre likely familiar with all sorts of Brookfield tickers such as $BN $BAM $BEP $BIP $BBU $BN is the controlling shareholder in all of these entities and allocates cash flows accordingly."
X Link 2026-02-14T23:27Z [----] followers, [---] engagements
"I enjoy fishing for ideas in super investor ponds. Chuck holds some quality names $SOPH is one Ive been looking at. Also shout out to @GreenhavenRoad who I follow closely too. Any other go toos $TEM $BN $ROP $DHR"
X Link 2026-02-15T08:42Z [----] followers, [---] engagements
"@dissectmarkets I enjoy an under appreciated AI bottleneck. $PLAB is another"
X Link 2026-02-15T08:44Z [----] followers, [--] engagements
"Visited the Louvre $ASTS"
X Link 2026-02-15T09:33Z [----] followers, [---] engagements
"@DarthPutinKGB And thats how our Kremlin likes it - aha ha ah ha"
X Link 2026-02-15T09:42Z [----] followers, [---] engagements
"@BrianFeroldi An important lesson. Stay invested. $ASTS or $RKLB are great examples then historically $AMZN"
X Link 2026-02-15T12:11Z [----] followers, [---] engagements
"Especially true for former SPACs - some quality amongst the chaff $SOFI $ASTS $RKLB $CEPT $MP The easiest way to make money is by watching negative sentiment on X for a certain stock reach a peak. Then you buy and forget. Rinse and repeat. The easiest way to make money is by watching negative sentiment on X for a certain stock reach a peak. Then you buy and forget. Rinse and repeat"
X Link 2026-02-16T07:17Z [----] followers, [---] engagements
"@RayDalio = Macro Heres a break down: π THE WORLD ORDER IS "UNDER DESTRUCTION" π The [----] Munich Security Conference just delivered a wake-up call to the global markets. The post-1945 rules-based era is officially over. Weve entered Stage [--] of the Big Cycle a period of "great disorder" where international law is replaced by the "Law of the Jungle." π The Leaders Have Spoken: Friedrich Merz (Germany): "The world order as it has stood for decades no longer exists." Emmanuel Macron (France): "Europe must prepare for war." Marco Rubio (USA): "The 'old world' is gone." In Ray Dalio's terms we"
X Link 2026-02-16T08:41Z [----] followers, [--] engagements
"π The Great Re-Platforming: Wall Streets Move to the Digital Ledger We are no longer in the "pilot phase" of blockchain. As of early [----] the global financial system is undergoing a fundamental re-platforming. The "Tokenization of Everything" has moved from a whitepaper dream to a multi-trillion dollar institutional pipeline. π The Visionary: Larry Fink & $BLK BlackRock CEO Larry Fink has transitioned from a $BTC skeptic to the primary architect of the on-chain future. At Davos [----] Fink didn't mince words: Tokenization is not a cosmetic technology upgrade; it is the next major evolution in"
X Link 2026-02-16T08:56Z [----] followers, [--] engagements
"@Investinc_Intel Woah My issue with $SOFI is what is the moat vs other neobanks Revolut Nu bank etc Interestingly the former $SOFI founder @mcagney now has $FIGR"
X Link 2026-02-14T22:53Z [----] followers, [---] engagements
"@Quality_stocksA $LMND $PL and $HHH for me"
X Link 2026-02-16T07:10Z [----] followers, [--] engagements
"@ericaltm Yeh I like it. A sleep at night hold imo"
X Link 2026-02-16T09:42Z [----] followers, [--] engagements
"@JosMiguel71 @derwirtschafter Because theyre aggressively expanding They literally have [--] yrs of materials stock piled to hedge rising costs"
X Link 2024-03-30T14:41Z [----] followers, [---] engagements
"@derwirtschafter @JosMiguel71 π @JosMiguel71 are you going to block all $BOC holders"
X Link 2024-03-30T14:53Z [----] followers, [---] engagements
"@oscar100_x π obsessed. You clearly think $BOC are selling hot cakes it takes time to lay fibre it takes time for new homes to be built once the fibre has been laid it takes time for people to move in. Add on top $BOC hoarding materials to counter the cost increases of future inflation"
X Link 2024-03-31T07:01Z [----] followers, [---] engagements
"@Govro12 Is the French name $allix Blink once for yes π
"
X Link 2024-04-01T01:19Z [----] followers, [---] engagements
"@SuperMarius19 One youve looked at ROICs dont look amazing but Ill be taking a deeper look certainly an interesting one"
X Link 2024-04-14T10:44Z [----] followers, [--] engagements
"@beavinvests $BOC Boston Omaha π $PSH.L Pershing Square Holdingsπ¨πΌπ¦³ $EXO.AS Exor NVπ $KFS Kingsway Financial Services π $VINP Vinci Partners π° $HHH Howard Hughes π $TOI.V Topicus πΎ $RKLB Rocket Labsπ $ASTS AST Spacemobile π° Take your pick π"
X Link 2024-05-12T12:53Z [----] followers, [----] engagements
"$KFS investor day πΏπ $BOC $DHR $TEQ $CSU $TOI.V $SDI https://kingsway-financial.com/wp-content/uploads/2024/05/Kingsway-May-2024-Investor-Day-Deck-1.pdf https://kingsway-financial.com/wp-content/uploads/2024/05/Kingsway-May-2024-Investor-Day-Deck-1.pdf"
X Link 2024-05-20T20:49Z [----] followers, [----] engagements
"Nice thread on $KFS π§΅ a lot to like π $MKL $BN $CSU $TEQ $BRK $KFS setting a pretty high bar https://t.co/qquX9gZszz $KFS setting a pretty high bar https://t.co/qquX9gZszz"
X Link 2024-05-21T13:00Z [----] followers, [----] engagements
"What we like to see @chitchatstocks π $NNI $KFS $BRK $BN $BRK Insider Transaction $BOC Frank H. Kenan II - [------] shares https://t.co/00DXT4nPWo https://t.co/W0JDGAtpwH Insider Transaction $BOC Frank H. Kenan II - [------] shares https://t.co/00DXT4nPWo https://t.co/W0JDGAtpwH"
X Link 2024-05-23T20:37Z [----] followers, [----] engagements
"Start of Q3 and [--] changed but $ASTS position is running riot π
$BOC $KFS $EXO.AS $HHH $VINP $RKLB $TOI.V Current holdings Q2 2024: $BOC Boston Omaha π $PSH.L Pershing Square Holdingsπ¨πΌπ¦³ $EXO.AS Exor NVπ $KFS Kingsway Financial Services π $VINP Vinci Partners π° $HHH Howard Hughes π $TOI.V Topicus πΎ $RKLB Rocket Labsπ $ASTS AST Spacemobile π° Positions sized accordingly Current holdings Q2 2024: $BOC Boston Omaha π $PSH.L Pershing Square Holdingsπ¨πΌπ¦³ $EXO.AS Exor NVπ $KFS Kingsway Financial Services π $VINP Vinci Partners π° $HHH Howard Hughes π $TOI.V Topicus πΎ $RKLB Rocket"
X Link 2024-06-02T12:50Z [----] followers, [----] engagements
"Up up up π long $VINP $BN $KKR $APO $VINP (FE)AUM up FR Revenues up more FRE up even more FRE/share up the most https://t.co/nEr8T2ig2b $VINP (FE)AUM up FR Revenues up more FRE up even more FRE/share up the most https://t.co/nEr8T2ig2b"
X Link 2024-08-07T21:01Z [----] followers, [----] engagements
"Whats more satisfying than finding a potential multi decade compounder is being early Very early π π $ASTS $BOC $RKLB $VINP $TOI.V $KFS"
X Link 2024-08-08T20:03Z [----] followers, [----] engagements
"$BOC earnings are out $MKL $PSH $BN $BRK Boston Omaha $BOC 10-Q results for Q2 [----] out now: https://t.co/3a1SQTQwtV https://t.co/TKK2pkDPrT Boston Omaha $BOC 10-Q results for Q2 [----] out now: https://t.co/3a1SQTQwtV https://t.co/TKK2pkDPrT"
X Link 2024-08-13T20:34Z [----] followers, [----] engagements
"Long $BOC $SKHY $DFH $MRK $BRK If take out the mkt value of $SKYH from $BOC at SKYH lows Dec [--] and compare to now its quite something in terms of what mkt values BOC at ex-SKYH Dec [--] BOC ex-SKYH = $800m Sept [--] BOC ex-SKYH = $285m For context rev was $81m now $101m and cash from ops was -$5m now $19m If take out the mkt value of $SKYH from $BOC at SKYH lows Dec [--] and compare to now its quite something in terms of what mkt values BOC at ex-SKYH Dec [--] BOC ex-SKYH = $800m Sept [--] BOC ex-SKYH = $285m For context rev was $81m now $101m and cash from ops was -$5m now $19m"
X Link 2024-09-13T18:21Z [----] followers, [----] engagements
"@bjmtweets $ASTS followed by $RKLB"
X Link 2025-02-15T09:44Z [----] followers, [---] engagements
"Well put by my good friend @always_invest. In @BillAckman I trust. $PSH $HHH $BRK $BN My thoughts on the $HHH deal from Pershing Square and @BillAckman https://t.co/EuDRTBIl6E $PSH https://t.co/kpCxhjYg1V My thoughts on the $HHH deal from Pershing Square and @BillAckman https://t.co/EuDRTBIl6E $PSH https://t.co/kpCxhjYg1V"
X Link 2025-02-20T17:50Z [----] followers, [---] engagements
"@StankoniaCap So youd be able to buy $HHH or $PSH if you want the additional exposure of the funds too"
X Link 2025-02-25T11:28Z [----] followers, [---] engagements
"$NNI $NNI Nelnet Reports Second Quarter [----] Results https://t.co/594NP1H5dW $NNI Nelnet Reports Second Quarter [----] Results https://t.co/594NP1H5dW"
X Link 2025-08-06T20:34Z [----] followers, [---] engagements
"@itschrisray What is the $onds thesis A defence roll up"
X Link 2026-01-18T15:13Z [----] followers, [----] engagements
"@AnthonyDiBs Exactly my take too. Only risk is margin of safety for valuation. but if you can get a potential 10x+ its well worth the risk/reward"
X Link 2026-01-23T15:22Z [----] followers, [---] engagements
"@AnthonyDiBs Yup and the humanoid uplift looks real. then youve fomo/realisation on top of the team executing. For once a nice small market cap as a base"
X Link 2026-01-23T15:41Z [----] followers, [--] engagements
"@chriswmayer Are you still long $HLMA.L"
X Link 2023-01-07T15:12Z [----] followers, [---] engagements
"@castrobeiras Out of your holdings $Exor (& $MKL) peaked my interest whats the thesis here Great capital allocation"
X Link 2023-08-14T06:40Z [----] followers, [---] engagements
"Putting principles into practise #exor $exor John Elkann is quietly transforming the fortune of one of Europes wealthiest families. Thrown into his role during an attempted management coup he is now working on his own vision This is his journey from novice to savvy capital allocator. https://t.co/y6ROtDJzh6 John Elkann is quietly transforming the fortune of one of Europes wealthiest families. Thrown into his role during an attempted management coup he is now working on his own vision This is his journey from novice to savvy capital allocator. https://t.co/y6ROtDJzh6"
X Link 2023-08-14T19:31Z [----] followers, [---] engagements
"@topsecretstocks And the moat Or competitor landscape"
X Link 2024-01-29T22:11Z [----] followers, [---] engagements
"@MichaelGielkens I wish they had margins and I need to learn about the companies competitor landscape better"
X Link 2024-02-08T10:06Z [----] followers, [--] engagements
"$ABB $ABBN.SW is a name Im always drawn too. ABB Ltd a Swiss tech giant at the forefront of electrification and automation. Why's ABB catching eyes Tailwinds are strong with the push for renewable energy and smart manufacturing. ABB's right there leading the charge. $FLNC $TSLA $STEM $BEP https://twitter.com/i/web/status/1756593057896472996 https://twitter.com/i/web/status/1756593057896472996"
X Link 2024-02-11T08:16Z [----] followers, [---] engagements
"$EXOR known for its holdings $RACE $STLA $PHIA focusing in on luxury tech and healthcare. Certainly key themes I feel have tailwinds. Here is a snapshot into their thinking. $BEAM $DHR $ARM $MC.PA"
X Link 2024-02-13T09:45Z [----] followers, [----] engagements
"Some of my watchlist wonders β¨ $TEQ- Teqnion $ASR - Grupo Aeroportuario del Sureste $X.TO - TMX $BC.MI - Brunello Cucinelli $VHI.TO - Vitalhub $MBB.DE - MBB $SKYH - Skyharbour $FSG.L Foresight Group Whats on yours π"
X Link 2024-02-13T22:20Z [----] followers, [----] engagements
"@castrobeiras Long $EXOR π"
X Link 2024-02-29T18:53Z [----] followers, [---] engagements
"Interesting $EXOR π€ $DNA π§"
X Link 2024-02-29T21:16Z [----] followers, [----] engagements
"Also $EXOR x $RXRX are these a glimpse in the direction Exor would like to push into"
X Link 2024-02-29T21:24Z [----] followers, [---] engagements
"$EXOR x $TEVA"
X Link 2024-02-29T21:37Z [----] followers, [---] engagements
"$EXOR making moves ones with recurring cash flows and nice margins $CLVT $BN $BRK $MKL https://www.exor.com/press-releases/2024-03-04/clarivate-and-exor-press-release https://www.exor.com/press-releases/2024-03-04/clarivate-and-exor-press-release"
X Link 2024-03-04T16:53Z [----] followers, [---] engagements
"Vinci Partners asset manager $VINP π€ Compass merger π£ π Creating a leading gateway for alternative asset management in latam π Expands offering to another [--] countries P/E [--] ROE 21% 48% margins Mini latam $KKR $APO $BAM $ARES in the making"
X Link 2024-03-08T22:14Z [----] followers, [---] engagements
"South America really offers some interesting opportunities. Here are some in my investing universe. ππΌ $MELI - Mercado Libre $NU - Nu Bank Group $VINP Vinci Partners $NVNI Nuvini $DLO dLocal $ASR - Grupo Aeroportuario del Sureste What are yours"
X Link 2024-03-09T17:28Z [----] followers, [----] engagements
"@nanalyzetweets $EXOR own $RACE among other holdings π
"
X Link 2024-03-14T20:42Z [----] followers, [---] engagements
"$STLA diversifying π§ in $EXOR we trust $ACHR $LILM $JOBY $ACHR 13D/A Stellantis increased stake from 14.8% to 15.1% https://t.co/OCUEedHKUw $ACHR 13D/A Stellantis increased stake from 14.8% to 15.1% https://t.co/OCUEedHKUw"
X Link 2024-03-14T22:01Z [----] followers, [----] engagements
"$STLA is spreading its wings Long $EXOR The goal is for Stellantis to mass produce Archers eVTOL aircraft as its exclusive contract manufacturer. Stellantis will provide up to $150 million of equity capital for potential draw by Archer at its discretion in [----] and [----]. Stellantis contribution will allow Archer to https://t.co/ApH5nQD85u The goal is for Stellantis to mass produce Archers eVTOL aircraft as its exclusive contract manufacturer. Stellantis will provide up to $150 million of equity capital for potential draw by Archer at its discretion in [----] and [----]. Stellantis contribution"
X Link 2024-03-15T21:08Z [----] followers, [---] engagements
"$EXOR $STLA $ACHR One of our strongest partnerships just got stronger. Today we announce that @Stellantis recently completed a series of open market purchases of [---] million shares of @flyarcher stock as we near our goal of bringing our Midnight aircraft to market in [----]. It was a pleasure https://t.co/AplBNRnNqt One of our strongest partnerships just got stronger. Today we announce that @Stellantis recently completed a series of open market purchases of [---] million shares of @flyarcher stock as we near our goal of bringing our Midnight aircraft to market in [----]. It was a pleasure"
X Link 2024-03-18T21:00Z [----] followers, [----] engagements
"Long $EXOR $RACE 100% of Ferrari owners spend money upgrading their car. These upgrades have 60-70% gross margins. $RACE 100% of Ferrari owners spend money upgrading their car. These upgrades have 60-70% gross margins. $RACE"
X Link 2024-03-25T17:22Z [----] followers, [---] engagements
"Family owned history of strong capital allocation and playing in the luxury tech and healthcare sectors - a core holding for me. Long $EXOR $BN $BRK $MKL $PSH $KKR In today's thread I will walk through the third biggest stock I hold in my portfolio. Exor N.V. ($EXO) is an Italian investment firm family-controlled with world-class capital allocation skills π§΅ https://t.co/BHpIbUuy3M In today's thread I will walk through the third biggest stock I hold in my portfolio. Exor N.V. ($EXO) is an Italian investment firm family-controlled with world-class capital allocation skills π§΅"
X Link 2024-03-26T19:36Z [----] followers, [----] engagements
"Long $EXOR ACQUISITION ALERT π¨ Clarivate $CLVT has announced an agreement to acquire the substantial majority of assets of MotionHall a technology start-up company serving the life sciences with industry vertical AI solutions. Monetary details of the acquisition were not revealed. https://t.co/7rfapoUOqw ACQUISITION ALERT π¨ Clarivate $CLVT has announced an agreement to acquire the substantial majority of assets of MotionHall a technology start-up company serving the life sciences with industry vertical AI solutions. Monetary details of the acquisition were not revealed."
X Link 2024-03-26T19:40Z [----] followers, [----] engagements
"@olensrud $EXOR π"
X Link 2024-03-31T21:19Z [----] followers, [---] engagements
"$EXO.AS compounding like clockwork $RACE $STLA $PHIA.AS $BN $BRK"
X Link 2024-04-11T07:04Z [----] followers, [----] engagements
"$NU expanding its offering to telco services π±πΆ Nubank has been approved by Brazil's National Telcom Agency to create its own virtual network operator (MVNO). NU will utilise the network infrastructure of Claro $T $VOD.L $MELI $VINP"
X Link 2024-04-14T20:33Z [----] followers, [----] engagements
"Its hard to replicate timeless luxury $RACE $EXO.AS $LVMH $RMS Enzo Ferrari's iconic quote "Ferrari will always deliver one car less than the market demands" remains deeply ingrained in $RACE's DNA until this day. While companies in this chart are leveraging different strategies they are all automakers. Comparing the EBIT margins (FY https://t.co/L6El179Gpc Enzo Ferrari's iconic quote "Ferrari will always deliver one car less than the market demands" remains deeply ingrained in $RACE's DNA until this day. While companies in this chart are leveraging different strategies they are all"
X Link 2024-04-15T17:38Z [----] followers, [----] engagements
"@JRogrow $EXO.AS π"
X Link 2024-04-17T17:41Z [----] followers, [---] engagements
"Current holdings Q2 2024: $BOC Boston Omaha π $PSH.L Pershing Square Holdingsπ¨πΌπ¦³ $EXO.AS Exor NVπ $KFS Kingsway Financial Services π $VINP Vinci Partners π° $HHH Howard Hughes π $TOI.V Topicus πΎ $RKLB Rocket Labsπ $ASTS AST Spacemobile π° Positions sized accordingly"
X Link 2024-04-17T18:17Z [----] followers, [----] engagements
"@ADHD_Capital $BOC $TOI.V $EXO.AS $PSH.L $KFS"
X Link 2024-04-20T15:37Z [----] followers, [----] engagements
"$VINP x Compass kicked off their latam take over Im sure there will be plenty more acquisitions to come $BN $KKR $APO $ARES $PX $BX"
X Link 2024-04-26T17:12Z [----] followers, [----] engagements
"https://uk.finance.yahoo.com/news/vinci-partners-expand-agribusiness-footprint-223000897.html https://uk.finance.yahoo.com/news/vinci-partners-expand-agribusiness-footprint-223000897.html"
X Link 2024-04-26T17:16Z [----] followers, [---] engagements
"Exors foresight worked well. They picked up Philips at a steal knowing they were playing the long game Long $EXO.AS Philips settles USD [---] billion Respironics litigation in the US (provision recognized of EUR [---] million). It also made a deal with insurers to pay [---] million of it. Is this the news Philips investors have been waiting for Philips settles USD [---] billion Respironics litigation in the US (provision recognized of EUR [---] million). It also made a deal with insurers to pay [---] million of it. Is this the news Philips investors have been waiting for"
X Link 2024-04-29T07:21Z [----] followers, [----] engagements
"@TomSmith839 Welcome to the club $EXO.AS π€ (Juventus) cant say its my favourite type of investment π"
X Link 2024-05-22T11:11Z [----] followers, [---] engagements
"Current holdings: $BOC Boston Omaha π $PSH.L Pershing Square Holdingsπ¨πΌπ¦³ $EXO.AS Exor NVπ $KFS Kingsway Financial Services π $ASTS AST Spacemobile π° $HHH Howard Hughes π $TOI.V Topicus πΎ $RKLB Rocket Labsπ $VINP Vinci Partners π° No buys or sells Q1 [--] (just adding to current positions) STS providing the gains due to funding from $T & $VZ more to come https://twitter.com/i/web/status/1800265570098508275 https://twitter.com/i/web/status/1800265570098508275"
X Link 2024-06-10T20:35Z [----] followers, [----] engagements
"Im liking the new moves by Adam π long $BOC $BN $EXOR $PSH $BRK *Boston Omaha Corporation Announces Adoption Of $20 Million Class A Common Stock Repurchase Program $BOC https://t.co/nWw6MpOxbQ *Boston Omaha Corporation Announces Adoption Of $20 Million Class A Common Stock Repurchase Program $BOC https://t.co/nWw6MpOxbQ"
X Link 2024-07-25T20:24Z [----] followers, [----] engagements
"Portfolio Update as of Q3 [----] $BOC Boston Omaha π $PSH.L Pershing Square Holdingsπ¨πΌπ¦³ $EXO.AS Exor NVπ $KFS Kingsway Financial Services π $ASTS AST Spacemobile π° $HHH Howard Hughes π $TOI.V Topicus πΎ $RKLB Rocket Labsπ $VINP Vinci Partners π° NEW $QXO - QXO π·"
X Link 2024-08-06T15:30Z [----] followers, [----] engagements
"@CCM_Brett any notable names to look at Or is it mainly the airports"
X Link 2025-02-05T10:21Z [----] followers, [----] engagements
"Portfolio performance since September [----] $ASTS $RKLB $HHH $LMND $KFS $TOI.V $BN $EXO"
X Link 2025-08-06T20:43Z [----] followers, [----] engagements
"Something known for 18months+ has come to fruition. FirstNet next $ASTS $RKLB AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program https://t.co/lJ82hZl6J4 https://t.co/LIaV5NYC4o AST SpaceMobile Awarded Prime Contract Position on U.S. Missile Defense Agency SHIELD Program https://t.co/lJ82hZl6J4 https://t.co/LIaV5NYC4o"
X Link 2026-01-16T12:23Z [----] followers, [---] engagements
"The most left field catalyst for $RKLB & $ASTS ever π½ BREAKING: Bank of England told to prepare for a market crash if the United States announces Alien Life. Helen McCaw who served as a senior analyst in financial security at the UKs central bank sounded the alarm. She has now written to Andrew Bailey the Banks governor urging BREAKING: Bank of England told to prepare for a market crash if the United States announces Alien Life. Helen McCaw who served as a senior analyst in financial security at the UKs central bank sounded the alarm. She has now written to Andrew Bailey the Banks governor"
X Link 2026-01-18T09:10Z [----] followers, [---] engagements
"RT @AST_SpaceMobile: World's largest commercial LEO spacecraft meets the world's largest cargo aircraften route to India. Many more coming"
X Link 2025-10-12T12:21Z [----] followers, [---] engagements
"Thats Disruption with a capital D. Long and loyal $LMND π $ASTS $RKLB $HHH Seriously can't ask for more than this $LMND π€―π https://t.co/qBZqz9ARa3 Seriously can't ask for more than this $LMND π€―π https://t.co/qBZqz9ARa3"
X Link 2025-11-05T19:57Z [----] followers, [---] engagements
"RT @AST_SpaceMobile: We welcomed Mirko Bibic CEO of Bell Canada along with members of his team to our Midland Texas facility for a clo"
X Link 2026-01-09T22:03Z [----] followers, [--] engagements
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