@Guyquity GUYQUITY π΄ββ οΈGUYQUITY π΄ββ οΈ posts on X about $ttnm, investment, $ltg, $nwl the most. They currently have [-----] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.
Social category influence finance 38.57% stocks 34.29% technology brands 7.14% cryptocurrencies 5.71% exchanges 2.86% countries 1.43% automotive brands 1.43%
Social topic influence $ttnm 11.43%, investment 10%, $ltg 10%, $nwl 8.57%, $eapi 8.57%, $blc 7.14%, $dgv 7.14%, $dava #5, $tep 5.71%, stocks 5.71%
Top accounts mentioned or mentioned by @returnsjourney @alexestebaranz @joinyellowbrick @invertirdesde0 @adriarivero @qualityvalue @bondouxthomas @viacapp @evfcfaddict @gabrielbenitezf @arneulland @economianuestra @patches1218 @ltgplc @generalatlantic @thetikr
Top assets mentioned Newell Brands Inc (NWL) Endava plc American Depositary Shares (DAVA) STMicroelectronics N.V. (STM) Sprott Inc. (SII) Berry Global Group, Inc. (BERY) Enerplus Corporation (ERF) Nomad Foods Limited (NOMD) PayPal Holdings Inc (PYPL) Coinbase Global Inc. (COIN) Mario Coin (COIN) Starbucks Corporation (SBUX) SS&C Technologies Holdings, Inc. (SSNC) GAMA Coin (GAMA) National Health Investors (NHI) Sabra Healthcare REIT, Inc. (SBRA) CareTrust REIT, Inc (CTRE) Micron Technology, Inc. (MU) Alphabet Inc Class A (GOOGL) Spirit Aerosystems Holdings, Inc. (SPR) STORE Capital, Corp. (STOR) Essential Properties Realty Trust, Inc. (EPRT) Kattana (KTN) Alibaba Group (BABA) Bitcoin (BTC) Pillar (PLR) Novo-Nordisk (NVO) UnitedHealth Group (UNH)
Top posts by engagements in the last [--] hours
"Endava AGM π΄β 7% of shareholders voted against the Remuneration Report. Another 12% abstained while voting on everything else. Nothing to see here captain. Buybacks to look busy stock options to loot the ship. The crew eats well. The owners walk the plank. $DAVA"
X Link 2025-12-14T00:02Z [----] followers, [----] engagements
"Information Services Corporation $ISC.to: The Globe reports [--] preliminary takeover offers incl. OMERS & pensions up to $58/sh. Boring cash flows attract serious capital. $ISC $ISC.to https://www.theglobeandmail.com/business/article-data-company-isc-receives-four-preliminary-takeover-offers/ https://www.theglobeandmail.com/business/article-data-company-isc-receives-four-preliminary-takeover-offers/"
X Link 2025-12-22T22:29Z [----] followers, [---] engagements
"TTNM has been deeply undervalued over the last year. With an economic & freight recovery likely ahead the upside now shifts to private owners. These deals usually go through. Capital would then be redeployed into a similar beaten-down cyclical"
X Link 2026-01-15T15:20Z [----] followers, [---] engagements
"FY2025 portfolio review is out on Substack. Performance what worked what didnt (yes $DAVA again) Q4 moves and how my risk framework is evolving as the portfolio grows. Tickers discussed: $FTK $GAMA $GAMA.L $SES $SES.MI $ISC.TO $NOMD $TTNM $TTNM.TO $DAVA $TEP Link in bio"
X Link 2026-01-21T13:16Z [----] followers, [---] engagements
"Healthcare REITs ( $NHI $SBRA $CTRE ) are also down 15%-20% during last quarter. Their operators are being impacted by the COVID longer than expected. Same as BABA case I consider this is a temporal problem and theyre all trading between 9-12x P/FFO I'll keep them fttb"
X Link 2021-10-03T21:54Z [---] followers, [--] engagements
"Not all were bad students. Top performing stocks were (20%): $ALUMS Umanis $STM STMicroelectronics $SII SII Group $GSY GoEasy and $MTY MTY Food. They are all trading at reasonable valuations I let them beπ"
X Link 2021-10-03T21:54Z [---] followers, [--] engagements
"13/ Dye & Durham $DND +12% opened a position in Q4 [----]. Got the idea from Spanish fintweet @invertirdesde0 and @adriarivero_ (accounts highly recommended) who published some good analysis and often publish updates. If the management executes properly the growth plan.ππ"
X Link 2022-01-04T12:28Z [---] followers, [--] engagements
"14/ Umanis $ALUMS +64% in [----] and 181% since first buy. Got the idea from @alex_estebaranz. It showed great resilience during the pandemic fully recovered now growing at 15-20% and improving margings. They recently announced some new adquisitions. Excellent outlook for 2022"
X Link 2022-01-04T12:28Z [---] followers, [--] engagements
"6/ BUYS: I increased my weight in Berry Global $BERY which I think is highly undervalued. I doubled my position in Paypal $PYPL after the correction I think it is now trading at a reasonable valuation"
X Link 2022-04-10T15:06Z [---] followers, [--] engagements
"7/ I have initiated recently new lines in CoinBase $COIN to get exposed to cryptocurrencies and in $KWEB to increase my weight in China Internet companies. In april I have increased again weight in Micron $MU and am planning to sell Umanis $ALUMS following a takeover bid"
X Link 2022-04-10T15:06Z [---] followers, [--] engagements
"1/ Top Buys during 2022: Alphabet $GOOG Nagarro $NA9 Starbucks $SBUX Berry Global $BERY Volkswagen $VOW3 Flatex Degiro $FTK Paypal $PYPL New positions: Spyrosoft $SPR Kraneshare $KWEB Coinbase $COIN Starbucks $SBUX Catana $CATG"
X Link 2023-01-08T18:11Z [---] followers, [---] engagements
"2/ Tops Sells 1: Received two take over bids - Umanis $ALUMNS and Store Capital $STOR Starbucks $SBUX again I entered in may and sold in December with 30% profit while everything kept going down and it was in the higher range of its valuation"
X Link 2023-01-08T18:11Z [---] followers, [---] engagements
"$SANT so. Market cap 1000M with 400M net finantial position (+60M of an extraordinary sale). Revenue 2022: [----] M Guidance 2023: [----] M (organic) + adquisitions Target 2025: revenue 2000M 260M EBITDA Looking forward to their annual report. https://www.kontron.ag/kontron-plans-earnings-growth-of-25-for-continuing-iot-operations-in-2023/ https://www.kontron.ag/kontron-plans-earnings-growth-of-25-for-continuing-iot-operations-in-2023/"
X Link 2023-01-16T20:50Z [---] followers, [---] engagements
"1/ It's my personal investment diary and a platform to discuss ideas with you. Expect 1-2 posts per month on investment gems and updates on my holdings. The blog is completely free and it will remain free since I don't plan to make a living as a content creator. #Investing"
X Link 2023-07-05T22:18Z [---] followers, [--] engagements
"2/ Lets move to my Portfolio Update: Q2 [----] π Relatively calm in terms of activity Q2 delivered a solid 3.5% gain propelling the year-to-date performance to 16.6%. I did open a few positions: -LT group $LTG -Teleperformance $TEP -Newlat Food $NWL -Levshares 3xPaypal $3PYP"
X Link 2023-07-05T22:18Z [---] followers, [---] engagements
"4/ π» Teleperformance $TEP Snagged this investment when the stock took a dip due to AI impact rumors. But hold your horses Management's explanation was rock-solid and insider buying has me buzzing with confidence. Check out @Quality__Value deep dive on this gem"
X Link 2023-07-05T22:18Z [---] followers, [---] engagements
"3 FLATEXDegiro $FTK: So they had a temporary dip due their margins but I'm not worried at all. Discover why I see great promise in their strong customer growth and solid revenue.πΉ [--] Solutions30 $S30: Impressive growth & recovering margins. Undervalued despite recent gainsπ©π"
X Link 2023-07-29T22:10Z [---] followers, [---] engagements
"5 MTY group $MTY: Strong results and openings on the rise Undervalued compared to peers. ππ and more. $NWL $ENX $LTG $3PYP $EPRT $TTNM $STM Click the link below to read the full article. Happy investing π"
X Link 2023-07-29T22:10Z [---] followers, [---] engagements
"π Check out this fantastic interview by with Ted Daniel CEO of Titanium Transportation Group $TTNM π Gain valuable insights into the company's future. Watch the interview here: #TTNM #smallcaps #investing"
X Link 2023-09-01T19:23Z [---] followers, [--] engagements
"π Just published a new watchlist update on my blog. This month's focus: 1/ Titanium Transportation Group $TTNM: Q2 results and strategic US acquisition ππΌ 2/ Kontron AG $KTN: Q2 results & new acquisitions. ππ»"
X Link 2023-09-03T22:13Z [---] followers, [---] engagements
"Solutions30 ($S30) plunged again after unveiling their H1 Report + new partnership for floating solar farm Key points: β
Revenue: Up 16.8% YoY π EBITDA Margin: 5.3% up +1.6% from [----] though lower than historicals (10%). β
2023 Outlook confirmed: 1b and improved margins"
X Link 2023-09-22T16:17Z [---] followers, [---] engagements
"Despite positive results the stock dropped by almost 20% after the report. More intriguing is that it's at the [----] level despite significant company growth: β
Revenue: Up by over 500% β
EBITDA: Increased by more than 400% β
Insider Alignment: owning 16% of shares no dilution"
X Link 2023-09-22T16:17Z [---] followers, [--] engagements
"For reminder: Market Cap 240M Short-term outlook: 1b sales EBITDA margin10% Mid-term goals (5-10 years): 2.5b sales EBITDA margin 15% - Namely: 10-20% & 15-30% revenue & EBITDA CAGR respectively The market's response is puzzling Oportunity or value trap #solutions30"
X Link 2023-09-22T16:17Z [---] followers, [--] engagements
"Hey everyone my latest blog post is here Join me for a deep dive into my Q3 [----] portfolio changes and some exciting new additions. Curious to know more Link on my profile. I'm introducing my latest acquisitions including a hidden gem in the Canadian Small Caps market a local monopoly with 15% growth ROE20% insiders well aligned and trading at just 5x EBITDA or 7-8x FCF π Your thoughts and insights are always encouraged. Don't miss the opportunity to be part of the discussion. #InvestmentJourney #PortfolioUpdate"
X Link 2023-10-11T17:04Z [---] followers, [--] engagements
"Just read an insightful blog post dissecting $EAPI EuroApi's profit warning π Offers a fresh perspective and is definitely worth a read. Check it out here: Also be sure to follow the brilliant author @bondoux_thomas https://thomsb2k.substack.com/p/euroapi-presentation-et-perspectives https://thomsb2k.substack.com/p/euroapi-presentation-et-perspectives"
X Link 2023-10-17T13:44Z [----] followers, [---] engagements
"I am not so positive about it. Softbank bidding farewell to $BABA could be linked to the slow down of their sales the limbo dance of their margins competition is rising and eating their toast shareholders tired of awaiting returns government receiving VIP dividends and fines dropping in like unexpected bombs. It is a circus πͺπ
#AlibabaDrama"
X Link 2023-11-19T08:19Z [---] followers, [---] engagements
"Hey there π Excited to share my latest blog post scheduled for tomorrow morning. It's got all the updates on my recent stock moves market insights and a special nod to Charlie Munger. Plus there's a new addition to my portfolio π Check it out in my bio. Happy reading"
X Link 2023-12-04T23:20Z [---] followers, [---] engagements
"Tomorrow's blog post covers the latest on SII Group $SII Kontron $SANT Information Service Corp $ISV Titanium Transportation Group $TTNM NewLat Food $NWL GoEasy $GSY and Berry Global $BERY"
X Link 2023-12-04T23:20Z [---] followers, [---] engagements
"Exciting news for SII Group $SII shareholders: we've received a tender offer at [--] per share featuring a premium of 33%. I'll be selling as the market reopens given the many opportunities right now. I entered this investment in May [----] and I'm parting ways with a remarkable return well over 400% I extend my gratitude to William Higgons and his #independanceetexpansion fund for inspiring my discovery of this gem. It happens to be one of their top holdings. SII Group embodies all the characteristics he seeks (small-cap high self-financing capacity high ROE family-owned non-exotic.) and a"
X Link 2023-12-12T21:10Z [---] followers, [---] engagements
"Psss. small cap familiar poca liquidez deuda alta (aunque manejable) y riesgo regulatorio. El gobierno puede limitar ciertos precios pero siendo una de las grandes de este nicho y estando tan diversificada. no me preocupa demasiado. Aunque todas estas cosas llevan siendo as mucho aos y la empresa est ahora en mnimos de valoracin. De momento he abierto una posicin pequeita. La lleva tb el fondo de Higgons. EuroApi todava no tienen CEO definitivo y cada nota de prensa que publican sube el pan y me tena nervioso. Est subiendo bastante desde que cay a [--] he vendido casi todo ya"
X Link 2024-02-05T23:18Z [---] followers, [--] engagements
"Hey everyone π Excited to share my newest investment blog post tomorrow morning. It's filled with updates on my recent moves focusing on my latest acquisition Bastide $BLC and updates on Kontron $KTN.de Information Service Corp $ISV and Digital Value $DGV. Dive in and let me know your thoughts. Happy investing Link in my bio"
X Link 2024-02-07T23:18Z [---] followers, [----] engagements
"Ahoy mates π΄β Set sail with me on another investment voyage tomorrow morning. Charting courses through turbulent markets spotlight on Endava $DAVA's unexpected dip and navigating through the latest with Eurofins $ERF GoEasy $GSY NewLat Food $NWL EuroApi $EAPI and more. Your insights are like treasure so share away π Link in my bio"
X Link 2024-03-06T23:31Z [---] followers, [---] engagements
"Just published a new blog post covering last month portfolio adjustments and insights on Information Service Corp $ISV Solutions30 $S30 Bastide $BLC Titanium Transportation Group $TTNM and STMicroelectronics $STM. Stay tuned for my Q1 portfolio update coming soon π΄β "
X Link 2024-04-05T13:04Z [---] followers, [----] engagements
"Bastide's new NHS deal in the business of breathing growth is but a deep inhale awayπ« $BLC is set to increase UK revenue by 20%. Since acquiring Baywater Healthcare in [----] which then had revenues of 27M they are on track to surpass 60M in [----] π¬"
X Link 2024-04-09T07:28Z [---] followers, [----] engagements
"Big news for Swiss investors We can now stash Bitcoin in our 3a pillar through @viacapp with the IShares Bitcoin Trust ETF from BlackRock hoisted on board. Great move by VIAC to embrace digital assets #Bitcoin #BTC π΄β "
X Link 2024-04-19T07:37Z [---] followers, [---] engagements
"Just posted a new blog update π Check out the latest on my investments in $NWL $VRLA $STM and $LTG. Plus I sold one company. Read more link in my bio"
X Link 2024-06-02T17:18Z [---] followers, [---] engagements
"Ahoy mates π I'll be sharing tomorrow my [----] Q2 Portfolio Update with my latest portfolio composition recent performance weight adjustments and why I decided to part ways with Newlat $NWL. Stay tuned Link in my bio. #Investing #PortfolioUpdate"
X Link 2024-07-04T22:48Z [---] followers, [----] engagements
"@ReturnsJourney Hi I understood not. In the notice they mentioned that they are in negotiations with credit institutions to cover the cost. They also noted that the acquisition is contingent on securing credit lines"
X Link 2024-09-04T14:10Z [---] followers, [---] engagements
"@ReturnsJourney For info $DGV has finally secured the 90m loan for the Italtel acquisition with an interest rate based on the 6-month Euribor + 2.25%. Theyll be paying 5m annually which is manageable"
X Link 2024-09-09T14:03Z [---] followers, [---] engagements
"Thanks mate Youve sent quite a fleet my way β. Glad to have new shipmates aboard π΄β Guy-Brush @Guyquity has [---] followers and one of the best selection of European Small cap growth and value stocks with an extended watchlist. on his stack I discovered the following companies. https://t.co/rmMVQobltg Guy-Brush @Guyquity has [---] followers and one of the best selection of European Small cap growth and value stocks with an extended watchlist. on his stack I discovered the following companies. https://t.co/rmMVQobltg"
X Link 2024-09-10T14:01Z [---] followers, [---] engagements
"Sure if this price holds itll be a bargain for General Atlantic. The company used to trade at 4x sales and 25x FCF. Too bad the board already unanimously ruled on. And we still dont really know how serious is the US regulatory issue. At normal times I would wait to sell but there are lots of opportunities right now"
X Link 2024-09-29T16:24Z [----] followers, [---] engagements
"@evfcfaddict Value Investing for dummies is not free but it is a very good text book for beginners well structured and easy to read. Starting with a little bit of history then understanding company financials and ratios"
X Link 2024-10-07T13:25Z [---] followers, [---] engagements
"@gabrielbenitezf This week I opened again a small position at [--] pences tomorrow we should have news $LTG"
X Link 2024-10-24T23:07Z [----] followers, [---] engagements
"Too cheap to ignore says I. $NVO got knocked around by big expectations but the business is still solid. @ArneUlland lays it out nicely there might be gold in the hold: β https://torghattencapital.substack.com/p/novo-nordisk-a-victim-of-its-own https://torghattencapital.substack.com/p/novo-nordisk-a-victim-of-its-own"
X Link 2025-06-10T21:13Z [---] followers, [---] engagements
"Buffet Tepper and Burry be loadin up on $UNH in Q2. The seas be stormy but these contrarian captains sail into the waves. Arrr fortune favors the bold"
X Link 2025-08-15T06:50Z [----] followers, [---] engagements
"The three favorite stocks of William Higgons $SII $CATG $ALGIL https://www.investisseur.tv/video/les-3-valeurs-preferees-de-william-higgons-sii-catana-et-guillin https://www.investisseur.tv/video/les-3-valeurs-preferees-de-william-higgons-sii-catana-et-guillin"
X Link 2022-12-16T22:48Z [----] followers, [---] engagements
"I have finally received in Degiro some meituan shares $9MD as a dividend distributed by Tencent $NNND. But they are not tradeable. is this normal Did it happened to somebody else @EconomiaNuestra sabes algo"
X Link 2023-01-05T14:31Z [----] followers, [---] engagements
"Hey everyone it's time for a quarterly update on my portfolio I'm happy to report a return of +11.7% this quarter which is pretty good. Here are some of the highlights:"
X Link 2023-04-09T22:41Z [----] followers, [---] engagements
"β
First I added [--] new positions to my portfolio including Titanium Transportation Group $TTNM Endava $DAVA Euroapi $EAPI and SS&C Technologies $SSNC"
X Link 2023-04-09T22:41Z [----] followers, [---] engagements
"Endava $DAVA and SS&C Technologies $SSNC: I took advantage of a market correction to enter these high-quality companies trading at pandemic levels. With its strong track record and growth potential these are attractive investment opportunities"
X Link 2023-04-09T22:41Z [----] followers, [---] engagements
"Euroapi $EAPI: As a spinoff of Sanofi Euroapi is poised to become one of the main players in the European CDMO sector of small molecules. Compared to its peers Euroapi is trading at an attractive valuation"
X Link 2023-04-09T22:41Z [----] followers, [---] engagements
"5/ π Newlat Food $NWL This Italian small-cap in the food industry is cooking up something special π
massive growth potential a killer business model and some rock-solid brands trading at 5x EV/EBITDA"
X Link 2023-07-05T22:18Z [----] followers, [---] engagements
"6/ π€ Levshares 3x Paypal $3PYP Already had a small position in PayPal and decided to use this product to maximize the returns when it (hopefully) bottomed at $60"
X Link 2023-07-05T22:18Z [----] followers, [---] engagements
"I regularly update my watchlist with comments on my blog see pic below. Not in the list yet but Im considering increasing my stake in Teleperformance $TEP and Eurofins $ERF. Also closely watching Amundi $AMUN and Airtel Africa $AAF. My top picks are $TTNM & $ISV. Actually Im feeling very bullish about my whole portfolio π"
X Link 2023-12-13T12:00Z [----] followers, [---] engagements
"$SANT $KTEK Last card finally revealed Kontron & Katek merge marks a pivotal moment in Kontron's ambitious growth strategy. This move includes plans to delist Katek SE and transform Katek products with Kontron's innovative IoT technology and upgraded margins. Watching the conf call now https://twitter.com/i/web/status/1747930453376430343 https://twitter.com/i/web/status/1747930453376430343"
X Link 2024-01-18T10:34Z [----] followers, [----] engagements
"Ive started reducing my position in EuroApi $EAPI and have initiated a new investment in Bastide Le Confort Medical $BLC"
X Link 2024-01-26T23:19Z [----] followers, [---] engagements
"What more will we find as they continue to open Pandora's box $EAPI π€― https://www.euroapi.com/en/full-year-2024-guidance-suspended-due-to-the-temporary-pause-of-API-production-at-the-Brindisi-site-in-Italy https://www.euroapi.com/en/full-year-2024-guidance-suspended-due-to-the-temporary-pause-of-API-production-at-the-Brindisi-site-in-Italy"
X Link 2024-03-15T07:55Z [----] followers, [---] engagements
"π¨ Ahoy mates Keep an eye on your inboxes π¬my latest portfolio update is on its way I cover my latest moves and significant developments for $STM $ERF $DGV $VRLA and more. Dont miss it β If you not yet subscribed link in my bio"
X Link 2024-09-02T19:57Z [----] followers, [----] engagements
"Highly recommend checking out this deep dive on Worldline $WLN by @Patches1218. It covers everything from management changes to market positioning and future growth potential. Definitely worth a read for anyone interested in the payments industry π New post for Worldline ( $WLN ) the largest payment service provider in Europe. (See π) WLN has significant competitive advantages but it has been severely mismanaged over the last decade primarily regarding M&A and investing in its offering and tech stack. Numerous New post for Worldline ( $WLN ) the largest payment service provider in Europe."
X Link 2024-09-24T21:34Z [----] followers, [---] engagements
"Learning Technologies Group $LTG He nailed it π Learning Technologies Group an upcoming 'forced' takeover British talent management company Learning Technologies Group also handles sensitive work for the US government. Will @LTGplc $LTG become American and could this yield a lucrative bid for outside shareholders https://t.co/Xu3OBDvHxC Learning Technologies Group an upcoming 'forced' takeover British talent management company Learning Technologies Group also handles sensitive work for the US government. Will @LTGplc $LTG become American and could this yield a lucrative bid for outside"
X Link 2024-09-29T12:53Z [----] followers, [---] engagements
"Rough seas today for $DGV after news broke of an investigation involving CEO Massimo Rossianother pirate caught in troubled waters. With about a third of their revenue coming from public contracts this hit really hard. Even if those involved are cleared the reputational damage could be severe making it harder to secure future contracts. If broader issues are uncovered we could see major disruptions contract cancellations or even legal penalties. My position is now just a fraction of what it was so for now Ill keep it onboard. Ill be watching closely and may abandon ship if things dont improve"
X Link 2024-10-16T17:07Z [----] followers, [----] engagements
"Read this article with the Godfather soundtrack πΆ. π $DGV #DigitalValue https://www.startmag.it/economia/massimo-rossi-digital-value-sogei/ https://www.startmag.it/economia/massimo-rossi-digital-value-sogei/"
X Link 2024-10-17T08:09Z [----] followers, [----] engagements
"Check your inboxes for my latest update This month I dive into moves on Stef SA $STF MTY Food $MTY Digital Value $DGV Eli Lilly $LLY & Learning Technologies Group $LTG. Looking forward to hearing your thoughts π΄β "
X Link 2024-11-04T15:35Z [----] followers, [----] engagements
"Offer at 9x EV/EBIT @generalatlantic this isnt a Black Friday deal. Hey I also have an alternative proposition: forget 9x aim for 15-20x and youre welcome to try again. Dear $LTG board pro tip: check @theTIKR next timeits cheaper than hiring Goldman Sachs π€"
X Link 2024-12-04T14:39Z [----] followers, [---] engagements
"Hi $WEX is conducting a share buyback (tender offer) intending to purchase up to $750 million of its stockabout 13% of its market capat a single price between $148 and $170. If you buy shares now your broker should allow you to participate in the tender and specify a sale price within that range. If you tender fewer than [---] shares (for example 99) those shares wont be subject to proration (they receive priority) so youll be able to sell them all as long as your tender price is at or below the final purchase price. Because the stock is currently trading around $150 which is near the lower end"
X Link 2025-03-13T22:27Z [----] followers, [---] engagements
"Back in April [----] I shared a post on $BLC Bastide explainin why I was adding hard. Since then +118%. And yet the stocks still trading below pre-COVID levels. Funny how the market panics about debt and forgets cash flow. Still looks cheap to me. π΄β #valueinvesting"
X Link 2025-07-06T09:44Z [----] followers, [----] engagements
"Heres the post from where I laid out the case: π Also if ye be followin $BLC dont sail alone give a follow to @ReturnsJourney a.k.a. Emerging Value. He posts solid updates more often than a lighthouse blinks https://guyquity.substack.com/i/143295857/bastide-blc https://guyquity.substack.com/i/143295857/bastide-blc"
X Link 2025-07-06T09:48Z [----] followers, [---] engagements
"Solid write-up on Nomad Foods $NOMD Follow this sailorπ $NOMD Nomad Foods : frozen food has a cold. Europe's frozen food leader trades at 6x earnings despite high cash generation. Time to take a look. https://t.co/7FgWlVoY9U https://t.co/S0Wby0ObYB $NOMD Nomad Foods : frozen food has a cold. Europe's frozen food leader trades at 6x earnings despite high cash generation. Time to take a look. https://t.co/7FgWlVoY9U https://t.co/S0Wby0ObYB"
X Link 2025-10-31T12:08Z [----] followers, [---] engagements
"Quiet compounders make the best treasure. My notes on Wavestone $WAVE $WAVE.pa Europes consulting gem are now live. Hoist your curiosity and sail to Guyquity β"
X Link 2025-11-05T10:49Z [----] followers, [---] engagements
"Titanium Transportation Group goes pirate π΄β $TTNM $TTNM.to $2.22/share all-cash +41% premium to last close Board + majority shareholders already in deal likely to pass Congrats to patient investors. That said this still feels too cheap"
X Link 2026-01-15T15:20Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing