@Fenmagne Avatar @Fenmagne Fenix Vanlangerode

Fenix Vanlangerode posts on X about $ce, $hfg, $gxi, $tmv 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 stocks 50% finance 21.15% technology brands 16.35% cryptocurrencies 8.65% currencies 6.73% social networks 1.92% countries 1.92%

Social topic influence $ce #12, $hfg 17.31%, $gxi #1, $tmv #1, $din 10.58%, $dow 7.69%, $evk 7.69%, ceo 6.73%, $bpost 6.73%, $wln 6.73%

Top accounts mentioned or mentioned by @pjtugby @bananacapital @banana_capital_ @huntforcatalyst @joinyellowbrick @kab604 @phillen01 @notfomo @valueinvest12 @siyul @two_way_trader @value_invest12 @george_dubs_

Top assets mentioned Celanese Corporation (CE) Dine Brands Global, Inc. (DIN) Dow Inc (DOW) Berkshire Hathaway Inc Class B (BRK.B) Alltoscan (ATS) PayPal Holdings Inc (PYPL) Global Payments Inc (GPN) LyondellBasell Industries NV (LYB) British American Tobacco (BTI) Microsoft Corp. (MSFT) Evotec SE (EVO) Molina Healthcare, Inc. (MOH) Synternet (SYNT) Berkshire Hathaway Inc. (BRK.A) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD)

Top Social Posts

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

"Doubled my position in $GXI Gerresheimer at [-----] EUR per share today. Bought a 4.8% Position in $GXI Gerresheimer AG at [-----] EUR per share today. 1/15 Bought a 4.8% Position in $GXI Gerresheimer AG at [-----] EUR per share today. 1/15"
X Link 2025-10-14T10:47Z [---] followers, [----] engagements

"I saw two people I respect buying more $EVO today. I dived deep and agree its cheap but I think $EVO is worth about [---] SEK per share. With a 30% discount it becomes interesting (not a fat pitch) below [---] SEK. at [---] its not worth starting a position for me yet"
X Link 2026-01-14T19:31Z [---] followers, [----] engagements

"Bought a 3.3% position here in Global Payments Inc. $GPN at $67.72"
X Link 2026-02-03T20:23Z [---] followers, [----] engagements

"$MOH people are not having a good day. -31%"
X Link 2026-02-05T21:32Z [---] followers, [----] engagements

"Increased my TeamViewer $TMV total position by 50% (1.5x) today at [-----]. Co prob going to be a big AI winner with 1E acquisition. IT issues = big productivity loss and solving them faster and even before they arise = valuable. Execution risk is mitigated by this:"
X Link 2026-02-13T15:56Z [---] followers, [---] engagements

"Feels good being a $BTI $BATS shareholder since April [--] at [-------] GBX. I wish I had bought more. Tobacco regulations under Trump: ✅probably no menthol ban ✅new products allowed again (Velo [---] maybe more menthol vapes) flavored vape enforcement "I'll save vaping again" $BTI projects $5-10b in growth for next gen products during the trump admin https://t.co/VTZze817Cc Tobacco regulations under Trump: ✅probably no menthol ban ✅new products allowed again (Velo [---] maybe more menthol vapes) flavored vape enforcement "I'll save vaping again" $BTI projects $5-10b in growth for next gen products"
X Link 2024-12-16T00:43Z [---] followers, [----] engagements

"$SYNT.L $SYNT Synthomer's asymmetry"
X Link 2025-11-25T10:47Z [---] followers, [---] engagements

"$CE update: Scott Sutton leaves the board to take a CEO role elsewhere. Non-exec recent appointment no dispute. No impact on CEs operations or deleveraging thesis"
X Link 2026-01-07T19:28Z [---] followers, [---] engagements

"Portfolio Perf (Nominal %) - as of 02/02/2026 $CE -6.24% $BPOST +19.20% $CBL +26.21% $HFG -5.90% $GXI -16.98% $TMV -16.44% $DIN +52.01% $DOW +20.50% $BRK.B +62.93% $OSB +57.72% $SCHP +1.54% $EVK -13.68% $WPP +2.66% $MRN +20.43% $WLN -19.19% $EVS +23.89% $BATS +94.19% $VTY +22.99% Portfolio Perf (Nominal %) - as of 01/01/2026 $CE -10.74% $BPOST +12.61% $CBL +30.19% $HFG -1.08% $GXI -7.82% $TMV -11.78% $DIN +40.23% $DOW +0.58% $BRK.B +70.08% $OSB +62.96% $SCHP +12.75% $EVK -11.70% $WPP +16.38% $MRN +13.30% $WLN -9.30% $EVS +25.77% $BATS +84.18% $VTY +18.34% https://t.co/te0YAZRxdo Portfolio"
X Link 2026-02-02T15:27Z [---] followers, [----] engagements

"Bought a 4.2% position in $PYPL here at $42.71. Back in it after a bit more than a year. Sold $PYPL shares here at $84.465 Initial purchase on June [--] [----] at +33.51%. Added more on August [--] [----] at +48.12% October [--] [----] at +58.37% October [--] [----] at +70.77% and February [--] [----] at +57.40%. Total profit averages out to 54%. Sold $PYPL shares here at $84.465 Initial purchase on June [--] [----] at +33.51%. Added more on August [--] [----] at +48.12% October [--] [----] at +58.37% October [--] [----] at +70.77% and February [--] [----] at +57.40%. Total profit averages out to 54%"
X Link 2026-02-03T16:10Z [---] followers, [----] engagements

"Sold my entire position in $BATS here at [----] GBX per share. Nominal gain dividend incl. = 121.5% Annualized gain = 59.52% p.a. Feels good being a $BTI $BATS shareholder since April [--] at [-------] GBX. I wish I had bought more. Feels good being a $BTI $BATS shareholder since April [--] at [-------] GBX. I wish I had bought more"
X Link 2026-02-06T12:18Z [---] followers, [----] engagements

"Sold Paypal $PYPL here at $42 after deep diving. Here is my logic: Bought a 4.2% position in $PYPL here at $42.71. Back in it after a bit more than a year. Bought a 4.2% position in $PYPL here at $42.71. Back in it after a bit more than a year"
X Link 2026-02-10T15:40Z [---] followers, [----] engagements

"@banana_capital_ The real question isnt is PayPal dead its: can PayPal be a default credential inside agent checkout or does it get commoditized https://openai.com/index/buy-it-in-chatgpt/utm_source=chatgpt.com https://openai.com/index/buy-it-in-chatgpt/utm_source=chatgpt.com"
X Link 2026-02-10T16:36Z [---] followers, [--] engagements

"Doubled my position in $GXI here at [-----]. NFA. This investment just turned more speculative. A proper value investor would not have bought a company with accounting irregularities but I'm experimenting. I do not recommend anyone buy this. Doubled my position in $GXI Gerresheimer at [-----] EUR per share today. Doubled my position in $GXI Gerresheimer at [-----] EUR per share today"
X Link 2026-02-11T10:16Z [---] followers, [----] engagements

"KKR might have seen this in june and that's why they didn't buy at [--]. New management will prob fix everything and might sell to KKR for half the price. We will see in any case my cash based metrics shows normalized conservative OE at least 100m. Co is 658m now"
X Link 2026-02-11T10:35Z [---] followers, [---] engagements

"They are probably currently hardcore fixing everything. Accounting solved capex stopped debt repayment back to organic growth and divestments after that of dumb stuff. The business is nice management is bad"
X Link 2026-02-11T10:31Z [---] followers, [---] engagements

"Note on this they are still planning to do it just not this year"
X Link 2026-02-11T12:30Z [---] followers, [---] engagements

"Also announced they decided not to sell molded glass. Everything is going exactly against how it should be going"
X Link 2026-02-11T10:21Z [---] followers, [---] engagements

"Sold my whole position in $BRK.B Berkshire Hathaway today at $50634. Nominal gain: 71.33% Annualized: 12.96%"
X Link 2026-02-12T16:14Z [---] followers, [---] engagements

"Increased the $GPN position by 150% (x2.5) here at $69.6. Bought a 3.3% position here in Global Payments Inc. $GPN at $67.72. Bought a 3.3% position here in Global Payments Inc. $GPN at $67.72"
X Link 2026-02-12T16:56Z [---] followers, [---] engagements

"🧠 The microchip is the brain. 🛣 But brains need roads and a bridge. AT&S (VIE: $ATS) builds both: 🔹 IC substrates (bridge) 🔹 High-end PCBs (highway) 📉 I bought a 4.3% stake at [-----]. Full thesis 👇 https://open.substack.com/pub/fenixvanlangerode/p/at-and-s-vieats-when-a-cyclical-cashr=3jjyhy&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/fenixvanlangerode/p/at-and-s-vieats-when-a-cyclical-cashr=3jjyhy&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-07-20T20:41Z [---] followers, [----] engagements

"Anyone looked into UK chemicals Johnson Matthey $JMAT Victrex $VCT Croda $CRDA"
X Link 2025-08-25T17:48Z [---] followers, [---] engagements

"Bought a 2.8% position in $TMV.DE TeamViewer SE today at [-----]. NTM 7.5x P/E 11% FCF yield; 90% GM 43% EBITDA 98% retention. 1E/DEX adds auto-remediation cross-sell & higher ACV. Delevering to [---] active buybacks CEO bought [--]. Risks: $MSFT bundling SMB churn"
X Link 2025-09-15T08:52Z [---] followers, [----] engagements

"Doubled my $TMV.DE TeamViewer SE position here at [----]. Bought a 2.8% position in $TMV.DE TeamViewer SE today at [-----]. NTM 7.5x P/E 11% FCF yield; 90% GM 43% EBITDA 98% retention. 1E/DEX adds auto-remediation cross-sell & higher ACV. Delevering to [---] active buybacks CEO bought [--]. Risks: $MSFT bundling SMB churn. Bought a 2.8% position in $TMV.DE TeamViewer SE today at [-----]. NTM 7.5x P/E 11% FCF yield; 90% GM 43% EBITDA 98% retention. 1E/DEX adds auto-remediation cross-sell & higher ACV. Delevering to [---] active buybacks CEO bought [--]. Risks: $MSFT bundling SMB churn"
X Link 2025-10-22T09:16Z [---] followers, [----] engagements

"I took a 2.8% position in $WLN $WLN.PA Worldline at [----] yesterday. Not financial advice I'm probably going to lose it all but mathematically the upside is too high compared to the downside. Equity could be fully wiped diluted to hell but at [----] it's just too cheap"
X Link 2025-11-18T21:02Z [---] followers, [---] engagements

"I estimate normalized economic owner earnings (NEOE) (WC-neutral WC = 0) of $WLN $WLN.PA Worldline to be about 400m per year before [----]. Market cap post-dilution could be around 928m if 546m shares post dilution at today's [---] EUR. That's 2.32x NEOE very cheap"
X Link 2025-11-20T10:30Z [---] followers, [----] engagements

"Doubled again my $HFG Hellofresh position here at [----]. Doubled my $HFG Hellofresh position here at [----]. Crazy to think I sold at [--] less than a year ago. Doubled my $HFG Hellofresh position here at [----]. Crazy to think I sold at [--] less than a year ago"
X Link 2025-11-20T11:31Z [---] followers, [----] engagements

"$HFG buybacks"
X Link 2025-11-22T16:56Z [---] followers, [----] engagements

"$DIN Dine Brands up 32% since I bought [--] months ago. Insiders continue buying the stock. I started a 5% position in $DIN Dine Brands today at $22.915. Owner of Applebees + IHOP a misunderstood mostly-franchised cash generator. The setup today is asymmetric: downside cushioned by cash flow upside very material. 1/10 I started a 5% position in $DIN Dine Brands today at $22.915. Owner of Applebees + IHOP a misunderstood mostly-franchised cash generator. The setup today is asymmetric: downside cushioned by cash flow upside very material. 1/10"
X Link 2025-11-25T15:37Z [---] followers, [----] engagements

"$CE Celanese insiders continue to buy the stock. CEO and CFO bought $363k in December at around $41/share. In total this year insiders have bought $1.49M at around $47/share. Also: I still dont see any open-market insider sales in [----]. Just a reminder insiders bought $1M+ this year in $CE Celanese stock around $54-40. Also there was NO open-market insider selling (Form [--] code S) since Jan [--] [----]. https://t.co/rMkE7WjheI Just a reminder insiders bought $1M+ this year in $CE Celanese stock around $54-40. Also there was NO open-market insider selling (Form [--] code S) since Jan [--] 2025."
X Link 2025-12-14T01:27Z [---] followers, [----] engagements

"The trough may not be far for $WLN $WLN.PA. Interviews with the CEO and the Belgian BU head sound grounded and consistent. Problems are clearly acknowledged discipline is back and the focus is no longer growth at any cost"
X Link 2025-12-18T11:06Z [---] followers, [---] engagements

"$WLN $WLN.PA Worldline CEO Pierre-Antoine Vacheron says no M&A in the medium term pushing back on tie-up speculation (incl. Nexi). Priority shifts to organic growth: invest in tech/platforms improve customer service and strengthen execution before any external expansion"
X Link 2025-12-29T00:28Z [---] followers, [---] engagements

"Portfolio Perf (Nominal %) - as of 01/01/2026 $CE -10.74% $BPOST +12.61% $CBL +30.19% $HFG -1.08% $GXI -7.82% $TMV -11.78% $DIN +40.23% $DOW +0.58% $BRK.B +70.08% $OSB +62.96% $SCHP +12.75% $EVK -11.70% $WPP +16.38% $MRN +13.30% $WLN -9.30% $EVS +25.77% $BATS +84.18% $VTY +18.34% Portfolio Perf (Nominal %) - as of 01/12/2025 $CE -11.46% $BPOST +3.27% $CBL +18.19% $HFG -3.97% $GXI -10.70% $TMV -18.19% $DIN +33.42% $DOW +2.95% $BRK.B +72.35% $OSB +45.32% $SCHP +10.75% $EVK -12.82% $WPP +3.00% $MRN +3.56% $WLN -11.05% $EVS +19.97% $BATS +92.48% $VTY +21.00% https://t.co/DzazptK7YB Portfolio Perf"
X Link 2026-01-01T15:33Z [---] followers, [----] engagements

"Opened the fridge on New Year's I see $HFG on some product. - "Did you guys get back to ordering HelloFresh" I ask the house owners. - "Yeah we were spending too much on groceries and it's more convenient""
X Link 2026-01-06T00:34Z [---] followers, [----] engagements

"I see nobody else talking about it on fintwit but AT&S $ATS is quietly up a staggering 210% this year 🧠 The microchip is the brain. 🛣 But brains need roads and a bridge. AT&S (VIE: $ATS) builds both: 🔹 IC substrates (bridge) 🔹 High-end PCBs (highway) 📉 I bought a 4.3% stake at [-----]. Full thesis 👇 https://t.co/xxyFLVdwKR https://t.co/t4iwQ9SXS7 🧠 The microchip is the brain. 🛣 But brains need roads and a bridge. AT&S (VIE: $ATS) builds both: 🔹 IC substrates (bridge) 🔹 High-end PCBs (highway) 📉 I bought a 4.3% stake at [-----]. Full thesis 👇 https://t.co/xxyFLVdwKR"
X Link 2026-01-15T22:50Z [---] followers, [----] engagements

"@kab604 Agreed you're already long $GPN"
X Link 2026-01-30T17:59Z [---] followers, [---] engagements

"I wish I bought more. And didn't sell this early. $ATS AT&S. Such a good company $ATS might be a "I wish I bought more" case. Might quote this tweet. $ATS might be a "I wish I bought more" case. Might quote this tweet"
X Link 2026-02-05T18:59Z [---] followers, [----] engagements

"Third confirmed $1B+ hedge fund manager following me on substack. And at least [--] managing more than $100m. Might soon move the market at this speed. Second confirmed $1B+ hedge fund manager following me on substack. Also just passed [---] subscribers perfect way to start the year. Second confirmed $1B+ hedge fund manager following me on substack. Also just passed [---] subscribers perfect way to start the year"
X Link 2026-02-06T17:37Z [---] followers, 13.4K engagements

"@banana_capital_ Agreed but the case is dependent on AI checkout. If I buy through chatgpt paypal becomes 100% useless except if they find a place in the plumbing but then it's a race to the lowest price How fast do people adopt the new shopping experience"
X Link 2026-02-10T15:49Z [---] followers, [--] engagements

"@banana_capital_ Its not decades away: in-chat checkout already exists and Shopify/Visa are building agent commerce rails. Yes agents still checkout but checkout moves into the AI/OS layer so the PayPal button can lose relevance even though payments still exist"
X Link 2026-02-10T16:33Z [---] followers, [--] engagements

"@banana_capital_ Yes for payment processor but paypal is mostly a sale convertor through their button. They charge 3.5% fee for this service. If it becomes useless they get the commoditized amount which is what 1%. that's the diff from branded and unbranded payment and branded is going down"
X Link 2026-02-10T16:43Z [---] followers, [--] engagements

"@pjtugby @banana_capital_ But what makes you think there will be huge growth of TPV through AI checkout I agree they will get a slice but what size And at what net margins Even if they take a huge chunk say 1T they are only what 0.5% gross 0.2% post tax and costs That's 2B incremental"
X Link 2026-02-10T18:04Z [---] followers, [--] engagements

"@pjtugby @banana_capital_ You might be right but all this change is hard for me to quantify. Does PayPal get a good share of the market How much opex do they have on these new transactions What MOAT do they have Very hard and it sounds to me that the volume might go up but net margins will go down"
X Link 2026-02-10T18:34Z [---] followers, [--] engagements

"The news show lower EBITDA margins a write off much bigger impact from the accounting than planned impact on inventories accounting as well as a delayed FY2025 report + second auditor. It sounds very bad"
X Link 2026-02-11T10:18Z [---] followers, [---] engagements

"@PhilLen01 My AI says it's institutional plumbing around a long holder + GS asset management + lending/derivatives not Goldmans prop desk decided to buy the company"
X Link 2026-02-12T00:35Z [---] followers, [--] engagements

"@huntforcatalyst You need to buy before they show too much credibility because once they do the stock rerate fast usually. NFA tho"
X Link 2026-02-14T09:20Z [---] followers, [--] engagements

"Just published a deep dive on $DIN (Dine Brands - Applebees & IHOP). Why Mr. Market is mispricing it where the risks lie and how the upside could be multiples from here. Read it here 👉 https://open.substack.com/pub/fenixvanlangerode/p/applebees-ihop-a-3x-to-5x-opportunityr=3jjyhy&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true I started a 5% position in $DIN Dine Brands today at $22.915. Owner of Applebees + IHOP a misunderstood mostly-franchised cash generator. The setup today is asymmetric: downside cushioned by cash flow upside very material. 1/10"
X Link 2025-09-25T09:33Z [---] followers, [----] engagements

"I see $CE back above $100 by H2 [----] (2 years) as it deleverages with $700$1000M annual FCF refinances at lower rates amid Fed/ECB cuts and rides a demand recovery in autos and acetyl spreads. Thats a 54.3% annualized return from todays $42"
X Link 2025-09-25T11:52Z [---] followers, [---] engagements

"Just a reminder insiders bought $1M+ this year in $CE Celanese stock around $54-40. Also there was NO open-market insider selling (Form [--] code S) since Jan [--] 2025"
X Link 2025-09-25T20:40Z [---] followers, [----] engagements

"Portfolio Performance (Nominal gain/loss %) as of 01/10/2025 $BPOST +21.40% $CE 16.06% $CBL +7.18% $ATS +19.66% $DOW 1.14% $BRK.B +68.67% $OSB +43.66% $MRN +20.67% $HFG 6.62% $EVS +20.82% $BATS +71.02% $VTY +22.47% $DIN +13.92% $EVK 1.85% $TMV 4.95% Portfolio Performance (% Gain/Loss) as of 01/09/2025 $BPOST +15.22% $CE -4.67% $PSKY +22.65% $CBL +12.07% $ATS +4.89% $DOW +5.96% $BRK.B +70.20% $OSB +38.68% $SSUN +13.84% $MRN +13.54% $HFG +3.17% $WBD +62.20% $EVS +16.72% $BATS +81.25% $VTY +14.83% https://t.co/4SWFZ589Ta Portfolio Performance (% Gain/Loss) as of 01/09/2025 $BPOST +15.22% $CE"
X Link 2025-10-01T19:54Z [---] followers, [----] engagements

"$HFG HelloFresh down 6% after a USDA alert on possible listeria contamination in select U.S. ready meals (spinach from co-packer FreshRealm). My estimate is a 1030m one-off impact to FY25 mostly reputational and operational rather than structural. Att $HFG var hovleverantr till Coco & Carmen av spenat och vaktel var nytt fr mig https://t.co/WpPudyOmao Att $HFG var hovleverantr till Coco & Carmen av spenat och vaktel var nytt fr mig https://t.co/WpPudyOmao"
X Link 2025-10-07T09:07Z [---] followers, [----] engagements

"Bought a 4.8% Position in $GXI Gerresheimer AG at [-----] EUR per share today. 1/15"
X Link 2025-10-09T09:38Z [---] followers, [----] engagements

"So this week the price of $HFG reached [----] and my buy price was 6.79; then it went up to [----] (+15%) so I missed by [----]. Then $LYB reached [--] and I put my buy order [--] minutes after close when Monday will probably be a strong green. [--] very close misses"
X Link 2025-10-11T22:22Z [---] followers, [---] engagements

"Portfolio is now 30% chemicals. $CE $LYB $DOW $EVK"
X Link 2025-10-13T14:51Z [---] followers, [----] engagements

"$GXI Gerresheimer AG stock is back to [----] levels aka [--] years ago"
X Link 2025-10-14T10:54Z [---] followers, [----] engagements

"$GXI crashed because trust + execution + balance sheet optics all hit at once. BaFin audit headline multiple guidance cuts dividend slashed PE talks ended CFO changethen momentum selling. Heres what happened and why it looks overblown. 1/18"
X Link 2025-10-14T12:49Z [---] followers, [---] engagements

"Sold my whole $ATS AT&S position today at [----]. Nominal gain +55.1%. Annualized 455%. Great growth will probably increase even more long term but I like the profit here and have better capital rotation opportunities. Increased my position in AT&S $ATS by two-thirds following yesterday's results crash of 21%. Increased my position in AT&S $ATS by two-thirds following yesterday's results crash of 21%"
X Link 2025-10-22T10:43Z [---] followers, [----] engagements

"$DOW +12% on a less bad than feared Q3: smaller loss sequential spread improvement in PE/intermediates positive op cash visible cost-outs tighter capex. The market was positioned for worse so you get a relief + early-cycle turn bid. 1/6"
X Link 2025-10-23T14:32Z [---] followers, [---] engagements

"Earnings note on $MRN: soft top line (solar/SiC still weak) margin held 16% capex trimmed. Ive revised IV up despite the cut. Heres whyand why Im not adding yet. 1/12"
X Link 2025-10-26T10:57Z [---] followers, [---] engagements

"Everything from the report turned out to be true. $FMC is down 44% today to $16. The worst-case scenario of the bear report is higher than the current situation. My initial thesis was indeed partially flawed and I did well selling. Now looking more attractive so diving back in. Sold $FMC for $35.75 a 5.3% profit. The reason is that the short report highlights long-term weaknesses not sufficiently integrated into the valuation report. The margin of safety needs to be larger. It is still under intrinsic value though. Sold $FMC for $35.75 a 5.3% profit. The reason is that the short report"
X Link 2025-10-30T15:07Z [---] followers, [----] engagements

"Portfolio Performance (Nominal gain/loss %) as of 01/11/2025 $BPOST +15.77% $CE -18.84% $CBL +4.05% $GXI -7.75% $DOW +2.60% $BRK.B +61.59% $OSB +38.16% $DIN +7.88% $EVK -3.97% $TMV -19.80% $WPP -0.86% $MRN +4.04% $HFG -8.88% $EVS +23.72% $BATS +70.63% $VTY +18.90% Portfolio Performance (Nominal gain/loss %) as of 01/10/2025 $BPOST +21.40% $CE 16.06% $CBL +7.18% $ATS +19.66% $DOW 1.14% $BRK.B +68.67% $OSB +43.66% $MRN +20.67% $HFG 6.62% $EVS +20.82% $BATS +71.02% $VTY +22.47% $DIN +13.92% $EVK 1.85% $TMV 4.95% https://t.co/aWCn7k5Xqx Portfolio Performance (Nominal gain/loss %) as of 01/10/2025"
X Link 2025-11-01T10:48Z [---] followers, [----] engagements

"Less than a year in and @joinyellowbrick has become a Substack subscriber. I see this as a meaningful milestone Started posting with this account on July [--] [----] and after gaining followers thought it might be interesting to share the investment thesis via Substack. Now seven months in people are pledging money and managing partners of $1B+ hedge funds are subscribing. What a world. Started posting with this account on July [--] [----] and after gaining followers thought it might be interesting to share the investment thesis via Substack. Now seven months in people are pledging money and managing"
X Link 2025-11-01T17:14Z [---] followers, [----] engagements

"$TMV TeamViewer @ [----] FCFE yield: 16% Owner earnings yield: 15% EV/EBITDA (25E): [---] EV/ARR (25E): [---] Net leverage: 2.8"
X Link 2025-11-04T23:46Z [---] followers, [---] engagements

"Doubled my $HFG Hellofresh position here at [----]. Crazy to think I sold at [--] less than a year ago. Bought back a 4% position in $HFG Hellofresh at [-----] per share. Bought back a 4% position in $HFG Hellofresh at [-----] per share"
X Link 2025-11-05T09:49Z [---] followers, [----] engagements

"$HFG is dependent on execution does RTE reach profitability Can they stabilize the top-line decline Do they have many regulatory issues For that looking at the group CEO buying his stock helps"
X Link 2025-11-05T10:22Z [---] followers, [----] engagements

"Quick OE calculations for $HFG (million EUR)"
X Link 2025-11-05T13:42Z [---] followers, [----] engagements

"Current portfolio down 10% this month. Some reasons: $BPOST -1991% $CE -1759% (added) $TMV -3098% (added) $GXI -3207% (started) $HFG -1287% (added) $WPP -2697% (started) $DIN -1359%"
X Link 2025-11-05T15:50Z [---] followers, [----] engagements

"Knew I should have added $HFG $hfg https://t.co/eSz3HnYUkL $hfg https://t.co/eSz3HnYUkL"
X Link 2025-11-06T13:34Z [---] followers, [----] engagements

"In consumer staples Kraft-Heinz $KHC and Clorox $CLX are getting interesting. Haven't deep dived though"
X Link 2025-11-06T23:18Z [---] followers, [----] engagements

"$CE Celanese trading at $36 before earnings. Announces the official selling of Micromax to Element Solutions for $500m. A quick look at the last years economic owner earnings. If $7.13 OE for FY [----] it's currently trading at 19.8% OE and deleveraging"
X Link 2025-11-07T12:13Z [---] followers, [----] engagements

"$XFAB is back under my entry point from December last year. It seems I have both gotten the bottom and the top of this stock in [----]. I'm thinking about taking back a position under [--]. With a bit of luck someone will sell it at that price soon. I have today exited my $XFAB position at [--] a share. Average price bought: [-----]. Average date bought: [--] February [----]. Annualized return: 219.4%. Real return: 67%. https://t.co/DjUHqTg02U I have today exited my $XFAB position at [--] a share. Average price bought: [-----]. Average date bought: [--] February [----]. Annualized return: 219.4%. Real return: 67%."
X Link 2025-11-07T22:59Z [---] followers, [----] engagements

"I feel like the chemical sector is so crashed that you could buy any quality chemical company with some moat today (low cost for instance like $CE) and beat the S&P500 over the next five years"
X Link 2025-11-07T23:48Z [---] followers, [----] engagements

"I need $HFG $CE $GXI and $TMV to crash a bit more something like 10% so that I can double all my positions before it goes up. $CE will be hard though as it's my biggest position already"
X Link 2025-11-12T21:28Z [---] followers, [----] engagements

"I'm down 17.41% on $CE 25% on $TMV 18% on $GXI and 17% on $HFG"
X Link 2025-11-12T21:29Z [---] followers, [---] engagements

"Bought a 4% position in Sch Environnement $SCHP $SCHP.PA at [----] per share"
X Link 2025-11-14T10:10Z [---] followers, [----] engagements

"Soitec $SOI.PA is interesting actually. I recently reviewed it and currently think it's a good deal under [----]. Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to and that's exactly what Soitec has done. Recently it discovered a new application for https://t.co/uRVZIqCViK Soitec is a French company known for manufacturing SOI wafers using its patented Smart Cut technology. Great technology companies continue to find new markets to apply their technology to"
X Link 2025-11-25T18:35Z [---] followers, [---] engagements

"Two+ months ago I opened a 5% position in $DIN at $22.915 (see original thread). Stock is now $31.29 +36.5% in [--] days roughly a 460% annualized return on paper. Exactly the kind of cash-flow + mispricing setup I look for but way too early to declare victory. 1/9 I started a 5% position in $DIN Dine Brands today at $22.915. Owner of Applebees + IHOP a misunderstood mostly-franchised cash generator. The setup today is asymmetric: downside cushioned by cash flow upside very material. 1/10 I started a 5% position in $DIN Dine Brands today at $22.915. Owner of Applebees + IHOP a misunderstood"
X Link 2025-11-27T14:01Z [---] followers, [---] engagements

"My original thesis: $DIN is an asset-light franchisor (Applebees + IHOP) throwing off strong FCF with most value from royalties/rent and a long runway to deleverage and shrink the equity. Buy the cash machine while sentiment is washed out. Thats still broadly true. 2/9"
X Link 2025-11-27T14:02Z [---] followers, [--] engagements

"$CE my biggest position is trading at 2.33x [----] OCF and [---] TTM OCF. (For '23 it's even [---] if using the 10-K continuing ops OCF of $2.19bn) You can buy some chemicals companies for 2x operating cash flow right now. You can buy some chemicals companies for 2x operating cash flow right now"
X Link 2025-12-09T19:55Z [---] followers, [----] engagements

"Just leaving this here. $CE is well placed to go through this relative to valuation. I see capacity currently bottoming and will probably look much better in [----] which will start a rerating as the market anticipate even lower capacity stronger margins and for $CE less debt"
X Link 2025-12-09T21:15Z [---] followers, [----] engagements

"$CE $DOW Powell pumping my biggest positions with rate cuts. As I said 23h ago it can go up fast. If interest rates go down as it currently is looking like we could see an increased economic activity and lower refinancing costs for $CE. Additionally if China manages to restart their real estate demand everything could change even faster. If interest rates go down as it currently is looking like we could see an increased economic activity and lower refinancing costs for $CE. Additionally if China manages to restart their real estate demand everything could change even faster"
X Link 2025-12-10T20:40Z [---] followers, [----] engagements

"$CARD $CARD.L I screen stocks I find interesting and they pop up here when they reach my 'it's getting interesting' price. This way I can quickly locate the research and conduct deeper analysis to decide whether to take a position. $CARD I said I would buy around 85-90p and it's at 88p. https://t.co/cdFMezLaia I screen stocks I find interesting and they pop up here when they reach my 'it's getting interesting' price. This way I can quickly locate the research and conduct deeper analysis to decide whether to take a position. $CARD I said I would buy around 85-90p and it's at 88p."
X Link 2025-12-12T13:24Z [---] followers, [---] engagements

"Since that tweet: $BPOST +873% $CE +1992% $TMV -461% $GXI +1036% $HFG -949% $WPP +2389% $DIN +359%"
X Link 2025-12-12T15:05Z [---] followers, [---] engagements

"@NOTFOMO I will try to write something on Substack but I feel that after the dilution in January (500m basically doubling the shares) we should see a slow restart like what happened with Atos $ATO.PA last year (up 123% since then)"
X Link 2025-12-19T13:23Z [---] followers, [--] engagements

"$DOW now up 32.53% since I bought a position for my mom. I'm currently quite bullish on chemicals. I bought $DOW for my mom. I don't see how this could go bad The only main risk is China (or another country like that) making it a country-specific specialization and giving huge tax breaks and free demand for competition. I'm currently quite bullish on chemicals. I bought $DOW for my mom. I don't see how this could go bad The only main risk is China (or another country like that) making it a country-specific specialization and giving huge tax breaks and free demand for competition"
X Link 2026-01-14T19:35Z [---] followers, [---] engagements

"$MRN reported its FY2025 results. I think it's clear they are winning on the electrical power side but the cycle for advanced materials is longer so it looks flat. As soon as the cycle turns it will go much higher. We could see [--] by the end of [----]. Bought a 3.5% position in Mersen EPA: $MRN at [-----] per share. Trading near tangible book [---] EV/EBITDA [--] normalized FCF. Mission-critical supplier to semis EVs rail and energy. SiC and power electronics capex mostly complete; buybacks add support (30% market cap auth) Bought a 3.5% position in Mersen EPA: $MRN at [-----] per share. Trading near"
X Link 2026-01-29T17:54Z [---] followers, [---] engagements

"Not cheap enough for my taste but it depends on the view. My SOTP EV is 3345m implying equity of around 2163m which is quite conservative. That gives an entry price of around [--] per share"
X Link 2026-01-30T12:04Z [---] followers, [---] engagements

"Sold/removed (01/01 02/02): = None (no full positions closed) Added (new positions since 01/01): = None (no new tickers)"
X Link 2026-02-02T15:36Z [---] followers, [---] engagements

"Current Portfolio annualized return: +12.63%/yr Nominal gain: +9.37% since weighted avg buy date [--] May [----] (275 days) Boosts: $CBL $OSB $BRK.B $DIN $BPOST Drags: $CE $TMV $GXI $EVK $WLN"
X Link 2026-02-02T15:56Z [---] followers, [---] engagements

"Sold my entire position in $VTY (Vistry Group PLC) today at [-----] GBX. Performance: Nominal return (EUR): +18.47% Nominal return (GBP): +23.91% Annualized return (EUR): +16.51% p.a. Annualized return (GBP): +21.32% p.a. Started a position in $VTY Vistry Group PLC at [---] GBX. Started a position in $VTY Vistry Group PLC at [---] GBX"
X Link 2026-02-02T16:16Z [---] followers, [---] engagements

"Funny enough when all the $PYPL bulls (which I do not follow but still appear on my FYP) are apologizing for being wrong and capitulating the smart people are all buying. $PYPL has been one of my worst calls ever on X. Ill admit. I drew countless bull charts trying to pick a bottom on it since the $80s. If you want a laugh go search the ticker $PYPL under my handle. Good for a laugh. I dont delete tweets because I like to use these wrong $PYPL has been one of my worst calls ever on X. Ill admit. I drew countless bull charts trying to pick a bottom on it since the $80s. If you want a laugh go"
X Link 2026-02-03T22:41Z [---] followers, [----] engagements

"I like this free option. This means if he doesn't do too badly he might free up a few billion. Just 2B more some sign of back to growth some carve-outs/spin-offs Anything is value accretive at this point"
X Link 2026-02-03T22:50Z [---] followers, [---] engagements

"$1-2B increase in FCF realistic from cost cutting Not small compared to the $6B $PYPL made in FCF in 2025"
X Link 2026-02-03T23:27Z [---] followers, [---] engagements

"Took a 4.6% position in $EVK Evonik at [-----]. Normalized owner earnings yield of 17.6% for a specialty chemical company with 60% of EBITDA in monopolistic/oligopolistic competition is a good deal. Beware though the main owner is leaving creating an overhang"
X Link 2025-09-24T10:00Z [---] followers, [----] engagements

"Bought a 6.7% position in $LYB LyondellBasell Industries N.V at $45.605 a share at the open"
X Link 2025-10-13T14:48Z [---] followers, [----] engagements

"European chemicals go from breaking bad to breaking worse. $EVK mentioned. https://www.ft.com/content/fb65e2db-5ae4-4a06-8f53-cfcb871f9de8 https://www.ft.com/content/fb65e2db-5ae4-4a06-8f53-cfcb871f9de8"
X Link 2025-11-25T11:24Z [---] followers, [---] engagements

"But now isn't this company interesting It peaked in 2021; now nobody wants it anymore. Standing at $1.6B for $2.6B of sales. Isn't this a similar story to $HFG @value_invest12 To this date my worst investing mistake $TDOC. Sold at $36 in [----] for a 70% loss. Since then down another 75%. Lots of lessons learned and luckily not many $ were lost in absolute numbers. To this date my worst investing mistake $TDOC. Sold at $36 in [----] for a 70% loss. Since then down another 75%. Lots of lessons learned and luckily not many $ were lost in absolute numbers"
X Link 2024-12-26T01:59Z [---] followers, [----] engagements

"@siyul I like $TMV here. $WPP.L also getting interesting but I have again set a "outside circle of competence" additional MoS due to the complexity. The ones in this list might interest you but I haven't yet deep dived into them. Just a quick valuation which led them in there"
X Link 2025-09-20T19:57Z [---] followers, [----] engagements

"I'm having a lot of difficulty finding good 20% IRR opportunities. It feels like so many Japanese companies have had their run European defense nuclear and banks have had their run and almost everything is expensive in the US"
X Link 2025-06-11T22:09Z [---] followers, [----] engagements

"Anyone watching the Bitcoin miners quietly morph into AI/HPC infra plays $CORZ $IREN $BITF $HIVE echoes of the 2CRSi $AL2SI pivot: clean balance sheets dump low-margin ops redeploy power + cooling into GPUs"
X Link 2025-09-22T10:42Z [---] followers, [---] engagements

"$TMV 20% today. Why Mgmt cut ARR and anchored FY25 revenue to the low end even as they raised the margin guide. Growth downshift margin upshift multiple compresses hard. (1/16)"
X Link 2025-10-22T09:45Z [---] followers, [---] engagements

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