@HerrKamrer Avatar @HerrKamrer HerrKamrer

HerrKamrer posts on X about att, $evo, det, evo 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 #1028 technology brands 17.76% finance #6945 currencies #792 luxury brands 3.74% fashion brands 3.74% countries 3.74% cryptocurrencies 1.87% social networks 0.93%

Social topic influence att #49, $evo #2, det #23, evo #10, som #113, $lvmh #1, $teq #1, har #123, $inve #1, $aapl #6

Top accounts mentioned or mentioned by @hanksweden @lvmhmannen @ilijabatljan @johanneskillman @abcpokerbi @dagensindustri @borskollennews @kvalitetsaktie @tripple65904021 @valuebymarkus @skarp_skytt @crwdvstr @thehonestticker @histaakees

Top assets mentioned Evotec SE (EVO) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) AstraZeneca PLC (AZN) Spirit Airlines, Inc. (SAVE) Fortinet Inc (FTNT) Alphabet Inc Class A (GOOGL) NVIDIA Corp. (NVDA) Carlsmed, Inc. (CARL) JOMA (JOMA) Saga (SAGA) Berkshire Hathaway Inc. (BRK.A) Palo Alto Networks Inc (PANW)

Top Social Posts

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

"Largest holdings as of today $LVMH $EVO $AAPL $TEQ $CSU $MSFT $INVE $ORp $AZN $BRK $LIFCO $SAVE $LATO $NOVO"
X Link 2023-10-04T18:16Z [----] followers, 60.6K engagements

"Largest holdings as of today $LVMH $EVO $AAPL $TEQ $INVE $BRK $MSFT $CSU $LATO $SAVE $LIFCO $AZN $NOVO Largest holdings as of today $LVMH $EVO $AAPL $TEQ $CSU $MSFT $INVE $ORp $AZN $BRK $LIFCO $SAVE $LATO $NOVO Largest holdings as of today $LVMH $EVO $AAPL $TEQ $CSU $MSFT $INVE $ORp $AZN $BRK $LIFCO $SAVE $LATO $NOVO"
X Link 2023-11-09T12:25Z [----] followers, 57.1K engagements

"@LVMHmannen Elle LIFCO kanske Ocks tappat en hel del"
X Link 2026-02-05T21:21Z [----] followers, [---] engagements

"I mina lngsiktiga portfljer gr jag inte s mkt frndringar mindre kningar/minskningar sker men innehaven frndras rtt sllan Dock gr jag trades d & d πŸ“ˆ Plockat upp lite aktier i veckan fr swing p ngra veckors sikt $FNOX $INDT $SKIS $BCm $ASMLa Ingen rek"
X Link 2023-08-10T21:57Z [----] followers, [----] engagements

"Analyshus tror p revansch fr lyxsektorn hjer prognos fr storbolagen Berenberg har reviderat sina prognoser fr flera ledande lyxbolag inklusive Herms $RMSp LVMH $MCp Analysen pekar p starka marknadspositioner & framtida tillvxtmjligheter πŸ‘œ https://www.borskollen.se/nyheter/27/analyshus-tror-pa-revansch-for-lyxsektorn-hojer-prognosen-for-storbolagen https://www.borskollen.se/nyheter/27/analyshus-tror-pa-revansch-for-lyxsektorn-hojer-prognosen-for-storbolagen"
X Link 2025-01-13T08:08Z [----] followers, [----] engagements

"Dags fr svenska fastigheter att terhmta lite mark frn kortsiktigt verslt lge Kanske 🏑 Testar en trade i Castellum $CAST John Mattson $JOMA och Sagax $SAGA Horisont [--] mnad bedmd uppsida 10-15% https://www.di.se/live/fastighetsfest-pa-fallande-bors/ https://www.di.se/live/fastighetsfest-pa-fallande-bors/"
X Link 2025-02-24T09:33Z [----] followers, [----] engagements

"@HankSweden Nr kper du πŸ˜‰"
X Link 2026-02-05T21:18Z [----] followers, [----] engagements

"Mm knns ju rimligt med viss riskhantering hr kan g rejlt sderut snabbt med krypto Man vill ju grna se en total utblsning dock inte ett person att gra bedmningen om vi r dr nu eller inte Har ingen krypto alls just nu faktiskt men brjar definitivt snegla p BTC Sen r frgan p vilket stt man ska ta expo Namnen du nmner r jag inte s familjr med om jag ska vara rlig Sen fr lat fr att fixa wallet s blir vl nn typ av syntetisk variant med fysisk backning eller typ strategy"
X Link 2026-02-05T21:26Z [----] followers, [---] engagements

"Idag kte man p rets strsta drawdown mer n -3% hrligt Aktivt frvaltade portfljerna -20% sedan ATH & alla konton -17% (igr) ger mkt $LVMH $EVO som kt p det Kan sga att det blev extra tunga vikter p gymmet idag. Nja nya tag imorgon Bttre tider kmr alltid πŸ’ͺ"
X Link 2023-09-25T18:33Z [----] followers, 28.1K engagements

"DNB: Kplge i Evolution efter svag kursutveckling Frutspr att $EVO livekasino kar intkterna med 26% p rsbasis i Q3 🧡 Upprepar kp riktkurs [-----] kr https://www.borskollen.se/nyheter/14/dnb-koplage-i-evolution-efter-svag-kursutveckling https://www.borskollen.se/nyheter/14/dnb-koplage-i-evolution-efter-svag-kursutveckling"
X Link 2023-10-08T10:33Z [----] followers, 38K engagements

"Insiderkp [---] miljoner Carlesund han gr det igen 😏 $EVO"
X Link 2023-11-12T13:51Z [----] followers, 83.9K engagements

"Styrelsen fr Evolution $EVO har beslutat om frvrv av egna aktier"
X Link 2023-11-23T16:19Z [----] followers, 39.2K engagements

"Largest holdings πŸ’Ό ➑ Constellation $CSU ➑ Microsoft $MSFT ➑ Herms $RMSp Byrna $BYRN ➑ Apple $AAPL Teqnion $TEQ ➑ Investor $INVE ➑ Lifco $LIFCO Atlas $ATCO (new) ➑ Berkshire $BRK ➑ Astra $AZN 🧡 Smaller / monitoringπŸ‘‡"
X Link 2025-08-03T11:28Z [----] followers, 20.4K engagements

"Testar ytterligare tv trades Gr det inte vgen kan man alltid lta de ligga i lngldan 😏 $ATCO $LIFCO"
X Link 2024-12-19T12:24Z [----] followers, [----] engagements

"Du fr [--] miljoner idag och i uppgift att stta ihop en buy&hold portflj πŸ’Ό - minst [--] max [--] innehav - endast enskilda aktier - alla lnder/marknader tilltna - alla aktier ska kpas nu direkt - fr inte rras p minst [--] r Vad kper du πŸ“ˆ KommenteraπŸ‘‡"
X Link 2025-03-15T21:14Z [----] followers, 74K engagements

"Portfolio update πŸ’Ό Teqnion $TEQ Berkshire $BRK Herms $RMSp Atlas Copco $ATCO FlatexDEGIRO $FTK Investor $INVE Constellation $CSU Lifco $LIFCO Byrna $BYRN Microsoft $MSFT Apple $AAPL Astra $AZN Bought more $TEQ in H2 [----] 20% LTV 🍭"
X Link 2026-01-09T07:33Z [----] followers, 12.2K engagements

"Bra lge att kliva p kvalitetsfrvrvaren Veckans aktie Carnegie $LIFCO En av brsens mest vlsktta seriefrvrvare Urstark lngsiktig historik rlig vinsttillvxt p nstan [--] procent Fjolret ett mellanr med [--] procents vinsttillvxt Multipelkontraktion har tyngt aktien Bttre medvind fr cykliska affrsomrden i r Fortsatta frvrv frmsta drivkraften Realistiskt med [----] procents rlig EBITA-tillvxt framt Vi rekommenderar KP med riktkurs [---] SEK https://www.carnegie.se/nyheter/case-bra-lage-att-kliva-pa-kvalitetsforvarvaren/ https://www.carnegie.se/nyheter/case-bra-lage-att-kliva-pa-kvalitetsforvarvaren/"
X Link 2026-02-05T18:35Z [----] followers, [----] engagements

"@JohannesKillman @AbcpokerBI 🀣 yes smbolags bsen r for real just nu"
X Link 2026-02-16T09:30Z [----] followers, [---] engagements

"Bra att det nu tydliggrs i @dagensindustri att #SBB inte gjort ngon nedskrivning. Vilket det felaktigt rapporterades om i helgen. Helt rtt av @ilija_batljan att st upp fr sitt bolag och aktiegarna πŸ’ͺ"
X Link 2022-04-04T08:21Z [----] followers, [---] engagements

"Mark- och miljdomstolen slr fast fast att #SBB och Nykpings kommun kan g vidare med den stora satsningen p att bygga en ny stadsdel precis bredvid resecentrum. Det r SBB:s enskilt strsta satsning ngonsin. https://www.fastighetsvarlden.se/notiser/ater-gront-ljus-for-sbbs-jatteprojekt/ https://www.fastighetsvarlden.se/notiser/ater-gront-ljus-for-sbbs-jatteprojekt/"
X Link 2022-06-20T09:36Z [----] followers, [--] engagements

"Vi r bara i brjan av digitaliseringen av kasino s r det. Ungefr [--] procent av kasinointkterna i vrlden r fortfarande landbaserade det r bara cirka [--] procent som r online. Alla vi som lever nu vet att det gr mot online - VD Martin Carlesund #EVO"
X Link 2022-09-04T10:04Z [----] followers, [--] engagements

"Hade igr frmnen att trffa och lyssna till Balders VD Erik Selin. Pratades ekonomi i allmnhet investeringar och givetvis fastighetsbranschen. #BALD 🧡 Ngra korta take-aways i nedan trd πŸ‘‡"
X Link 2022-10-07T16:23Z [----] followers, [---] engagements

"Som lngsiktig investerare skulle jag titta p siffrorna i #SBBs Q3 imorrn o inte bara p vad som hnder med aktien kl 09:00. Inte omjligt att vi ser ytterligare blankare tcka under dagen. Sen ska vi veta att de kmr gra allt fr att sga att rapporten r skit oavsett utfall"
X Link 2022-10-26T16:52Z [----] followers, [--] engagements

"En positiv nyhet infr [----] Brytpunkten fr statlig inkomstskatt hjs till [---] [---] kr (ca [--] [---] kr per mnad jmfrt med drygt [--] [---] kr 2022) nd trevligt πŸ’Έ"
X Link 2022-11-27T12:42Z [----] followers, [---] engagements

"Ilija Batljan - en frisk flkt i svenskt nringsliv som jobbar extremt hrt fr Sverige SBB anstllda kunder och fr oss aktiegare och smsparare. Vi behver fler entreprenrer som dig. Keep up the good work @ilija_batljan πŸ™ #SBB #finanstwitter #pratapengar"
X Link 2022-12-04T20:06Z [----] followers, [---] engagements

""An investor needs only two things to make a lot of money during a crisis; cash and the nerve to invest that cash when no one else is willing to." - Howard Marks"
X Link 2022-12-06T14:54Z [----] followers, [---] engagements

"SBB:s vd Ilija Batljan har p fredagen kpt [--] miljoner aktier i bolaget via Health Runner fr sammanlagt drygt [--] miljoner kronor enligt FI:s insynsregister #SBB"
X Link 2022-12-30T16:04Z [----] followers, 12.4K engagements

"Ensam kvar p #finanstwitter som inte gett upp hoppet om #EMBRAC πŸ˜… Mnga utmaningar och marknadens frtroende fr bolaget inte p topp s r det Men zoomar man ut och funderar p [---] eller [--] r s tror jag de kommer ha en plats i gamingvrlden 🌎 Duttkper sporadiskt πŸ‘‡"
X Link 2023-01-27T16:17Z [----] followers, 59.6K engagements

"Bernard Arnault Chairman & CEO fr $LVMH har tnkt p det hr med succession. Finns en setup dr hans fem barn (som alla jobbar i bolaget) ger 20% vardera i ett holdingbolag. gandet r drutver villkorat med att ingen av dem fr slja p - wait for it - [--] r 😏"
X Link 2023-02-23T06:03Z [----] followers, 18.5K engagements

"Nu r $EVO upp 75% sen lows i sept p straxt under [---] kr Avsaknaden av eufori p #finanstwitter sger mig att mnga slt bort sig Selling your winners and holding your losers is like cutting the flowers and watering the weeds - Peter Lynch SLJ INTE RIKTIGT BRA BOLAG 🍭"
X Link 2023-03-31T09:22Z [----] followers, 56.8K engagements

"$AAPL lanserar sparkonto med 415% https://www.di.se/live/apple-lanserar-sparkonto-med-hog-ranta/ https://www.di.se/live/apple-lanserar-sparkonto-med-hog-ranta/"
X Link 2023-04-17T14:44Z [----] followers, 36.1K engagements

"Hade i lrdags frmnen att f bli intervjuad av nyhetsbyrn Brskollen. Vi pratar om min strategi portflj personliga erfarenheter och investeringar i allmnhet πŸ“ˆ Ett stort tack till @borskollen_news det var ett sant nje av f vara med https://www.borskollen.se/nyheter/27/borskollen-intervju-med-investeraren-och-livsnjutaren-herr-kamrer πŸ“£ I veckans intervju som r en av vra mest uttmmande sjlvreflekterande och detaljrika fr du en chans att lra knna Twitterprofilen livsnjutaren och investeraren @HerrKamrer Denna intervju vill du inte missa stark rekommendation πŸ‘ŒπŸ‘‡ https://t.co/cOwkE3mvw4"
X Link 2023-04-18T10:40Z [----] followers, 275.6K engagements

"Insynskp $EVO 🎰"
X Link 2023-05-02T15:06Z [----] followers, 32.9K engagements

"VECKANS AKTIE Nordnet $SAVE Hr finns mer att hmta kp en vinnare p brsen. Skalbar tillvxt och en attraktivt vrderad aktie med fin potential. Dessutom en direktavkastning p 5%. Vi kper bolaget som tervnde till brsen i betydligt bttre form. - Di πŸ§΅πŸ‘‡trd"
X Link 2023-05-06T11:36Z [----] followers, 40.3K engagements

"Idag har jag och min fru extra mkt att fira och gldjas t πŸ₯‚ Tv stora milstolpar uppndda p samma dag av en slump Finns alltid en anledning till att njuta av ett glas eller som vr vn Churchill sa: In victory I deserve it. In defeat I need it - Winston Churchill $LVMH"
X Link 2023-05-09T18:10Z [----] followers, 30.6K engagements

"Jag tror att de som investerat i Avanza p allvar br vervga att byta till Nordnet - strre TAM/bttre tillvxtmjligheter d de finns i hela Norden jmfrt med Avanza som bara r i Sverige lgre konkurrens utanfr SE dessutom - stabilare & mer driftsker plattform $SAVE"
X Link 2023-06-05T07:53Z [----] followers, 54.7K engagements

"Investors VD kper aktier fr drygt en miljon kronor Johan Forssell har den [--] juli kpt [--] [---] aktier i Investor Aktierna kptes till kursen [-----] kr per aktie en affr p [--] [---] [---] kr $INVE"
X Link 2023-07-18T10:03Z [----] followers, 31K engagements

"Knns som det smller verallt just nu & det r helt klart utmanade tider Drfr extra kul att mina aktivt frvaltade portfljer (svensk & utlndskt) terigen passerar +50% YTD. Bla utnyttjat EUR-dippen genom att fylla p i $LVMH πŸ₯‚ Alla konton +41% YTD 🧡 Ngra ord i trd"
X Link 2023-07-22T12:43Z [----] followers, 54.9K engagements

"Lite sent men nu lyssnat p Q2 Slende hur mkt analytikerna fokuserar p kort sikt ett kvartal eller tv oroar sig fr ev avtagande tillvxt & kad konkurrens. Knns vl verdrivet om man lyssnar p konfan min slutsats blir att det r business as usual Solid leverans $EVO"
X Link 2023-07-24T11:46Z [----] followers, 26.9K engagements

"Sparar du 1000kr i mnaden i en fond utan avgifter tex Avanza Zero har du [--] miljon (med 8% avkastning) efter [--] r I en fond med 2% avgift fr du nja dig med ungefr [---] [---] kr efter [--] r En avgift p 2% under [--] r gr allts att vi frlorar runt 30% av vrt sparkapital"
X Link 2023-08-27T09:16Z [----] followers, 54.7K engagements

"Hrlig brs vi har just nu πŸ‘Ή Inget tycks heller f fart p vr svenska krona blivit en riktig no-go valuta Finns en hel del intressant drute just nu bla $EVO p P/E [--] fr FY2024 Sen fr man nog ha tlamod bsen kan skert fortstta ett tag Kpt lite somnar om 😎🏝"
X Link 2023-09-21T13:05Z [----] followers, 20.5K engagements

"Man kan nu kpa $EVO p P/E 166x fr helret [----] (konsensus-estimat) Tycker iaf jag r hyggligt attraktivt Vntar med spnning p bekrftelse frn @Kvalitetsaktie att ni kpt d vet man att det r kplge p riktigt 😊 🍭"
X Link 2023-09-28T12:05Z [----] followers, 40.6K engagements

"Idag ppnat en Buy & Hold portflj Tanken r att detta blir en del av mitt passivt frvaltade kapital dvs ej aktivt/ngra lpande frndringar. - Investor $INVE - LVMH $LVMH - Berkshire Hathaway $BRK En kul grej att titta tillbaka p om sg [--] r eller s 😏"
X Link 2023-11-01T10:14Z [----] followers, 67K engagements

"Kpt tillbaka alla $EVO nu 10Y har sannolikt toppat FED sa precis det marknaden ville hra igr Ssongsmssigt stark period i slutet av ret Magknslan r att det blir kanon Om inte ja d lser det sig i sinom tid nd varit bs vl lnge nu br vara dags fr en rekyl 😏"
X Link 2023-11-02T09:09Z [----] followers, 17.4K engagements

"$EVO - FCF yield: (57%) - ROIC: (271%) - ROE: (283%) Avg P/E [--] yr: (315x) P/E FY2024: (156x) πŸ‘‡ [--]. Evolution Gaming: https://t.co/rYEGkqH1JQ [--]. Evolution Gaming: https://t.co/rYEGkqH1JQ"
X Link 2023-11-05T16:42Z [----] followers, 29.9K engagements

"Moodys upgrades $LVMH long term credit rating to Aa3 earlier A1 outlook stableπŸ₯‚ https://www.moodys.com/credit-ratings/LVMH-Moet-Hennessy-Louis-Vuitton-SE-credit-rating-507350 https://www.moodys.com/credit-ratings/LVMH-Moet-Hennessy-Louis-Vuitton-SE-credit-rating-507350"
X Link 2023-11-23T10:54Z [----] followers, 10.1K engagements

"Vila i frid och tack fr all visdom Charlie En legend. Kr en tyst minut ikvll. $BRK"
X Link 2023-11-28T21:13Z [----] followers, [----] engagements

"Banbrytande USA-lansering fr Crazy Time Evolutions topprankade game show-spel $EVO"
X Link 2023-12-12T17:36Z [----] followers, [----] engagements

"Ngra aktier jag bevakar & r intresserad av att kpa om de kmr ner tillrckligt - Lngsiktiga case: Atlas Copco Nordnet Investor Loreal Hermes Nibe Tomra Google - Mer som trade: Fortnox (fr hgt p/e som long case) Castellum (rnteberoende) ASML (fr mkt Kina risk) 🍭"
X Link 2024-01-05T09:39Z [----] followers, 35.7K engagements

"$LVMH har handlat svagt p sistone -95% YTD zoomar vi ut ser det dock bttre ut +157% p 5yπŸ₯‚ Aktien hngde inte riktigt med i nov-dec uppgngen & haft det srskilt tufft p svagare dagar Vad kan det bero p & hur ska man agera som lngsiktigt investerare 🧡 Ngra ordπŸ‘‡"
X Link 2024-01-12T14:29Z [----] followers, 62.3K engagements

"Largest holdings as of today $LVMH $TEQ $AAPL $EVO $CDIp $CSU $MSFT $SAVE (bought more recently) $BRK $FTNT $AZN (trade) $CARL (trade) $NOVO $ORp $INVE $LATO $LIFCO +new MicroCap where I am currently building position Largest holdings as of today $LVMH $EVO $AAPL $TEQ $INVE $BRK $MSFT $CSU $LATO $SAVE $LIFCO $AZN $NOVO Largest holdings as of today $LVMH $EVO $AAPL $TEQ $INVE $BRK $MSFT $CSU $LATO $SAVE $LIFCO $AZN $NOVO"
X Link 2024-01-14T15:21Z [----] followers, 70K engagements

"Pltsligt hnder det πŸ€ Mitt strsta innehav s idag mr man sklart vldigt bra Hller p att g igenom rapporten s fr terkomma med kommentar Men definitivt en mycket solid leverans givet omvrldslget πŸ‘ŒπŸ» $MCp $LVMH πŸ₯‚"
X Link 2024-01-26T08:57Z [----] followers, 18.7K engagements

"Trevlig intervju i Di-TV πŸ“Ί med Evolutions VD Martin Carlesund Tycker Martin knns ngot mer optimistisk n vanligt pratar om att Q4 varit bra & hjer intervallet fr marginalml pga bttre visibilitet Oavsett reaktion r jag njd & kommer behlla mina aktier $EVO"
X Link 2024-02-01T06:50Z [----] followers, 10.9K engagements

"Intresserad av cyberskerhet men du vet inte vad du ska kpa Well fick precis nys om denna ETF Inget jag kper just nu pga varit rakt upp hr p sistone. Men har den i bevakningslistan ifall vi skulle f en rekyl hr tex ngon gng under ret 048% avgift enl Avanza πŸ”‘"
X Link 2024-02-05T16:11Z [----] followers, 23.2K engagements

"Largest holdings $LVMH $TEQ $EVO $AAPL $SAVE $CSU $MSFT $AZN (trade) $BRK $LUMEN (just bought at 97) $INVE $NVDA (trade) $TOM $LIFCO $LATO $ORp $PANW (trade) $FTNT Watchlist: $NOVO (0 but will buy on a dip)"
X Link 2024-02-25T10:38Z [----] followers, 54.7K engagements

"Dino Polska $DNP.WA -Grocery company focused on rural areas -One of the fastest-growing retail grocery networks in Poland by stores & revenue -Founder owns 51% -Scalable +42% EPS CAGR 2010-2023 202% ROIC 30% ROE (TTM) 🧡 Bought an initial position today a treadπŸ‘‡"
X Link 2024-03-22T15:03Z [----] followers, 66K engagements

"Thank you Mr Market $EVO 😏"
X Link 2024-03-22T16:03Z [----] followers, 20.6K engagements

"Evolution $EVO"
X Link 2024-04-13T11:45Z [----] followers, [----] engagements

"Largest holdings: $TEQ $LVMH $AAPL $BRK $EVO $CSU $MSFT $SHB (trade 97) $SAVE $NOVO (added some in the dip) $DNP.WA $FNOX (trade 61) $ORp $AZN $INVE $FTNT (re-entered [--] a bit lower size) $LATO $LIFCO $TOM 🍭 Largest holdings: $TEQ $LVMH $AAPL $EVO $CSU $MSFT $BRK $DNP.WA (new) $NOVO (just bought it back) $ORp (re-entered it in the dip) Smaller positions: $TOM $SAVE $INVE $LIFCO $LATO Very small: $NIBE (new) +877% YTD 🍭 Largest holdings: $TEQ $LVMH $AAPL $EVO $CSU $MSFT $BRK $DNP.WA (new) $NOVO (just bought it back) $ORp (re-entered it in the dip) Smaller positions: $TOM $SAVE $INVE $LIFCO"
X Link 2024-05-08T05:01Z [----] followers, 32.1K engagements

"7// You could also speculate that the talks about a potential higher tax rate on sports betting in Illinois could be something that have had a negative impact on the share price Does not effect EVO now but some might assume / weight the risk of this effecting EVO in the future"
X Link 2024-06-10T05:02Z [----] followers, [----] engagements

"8// Recommended podcast to understand $EVOs moat https://open.spotify.com/episode/1BaMJr6LCyRe7Uxy7q9PLgsi=OkqmqdbFQGypDbIPHUAdDw&context=spotify%3Ashow%3A409DefE06IKPhZzhDIDpH3 https://open.spotify.com/episode/1BaMJr6LCyRe7Uxy7q9PLgsi=OkqmqdbFQGypDbIPHUAdDw&context=spotify%3Ashow%3A409DefE06IKPhZzhDIDpH3"
X Link 2024-06-10T09:45Z [----] followers, [----] engagements

"The life of a concentrated investor My portfolio lately with a lot of $EVO $LVMH $TEQ πŸ“‰ High volatility is sometimes the price you pay to achieve superior returns But sooner or later the sun will shine again until then - I relax How is everyone else feeling today 🫠🫠"
X Link 2024-06-14T15:03Z [----] followers, 19K engagements

"Massiv potential till historiskt lgt pris - Di -Stark balansrkning & fina kassafldet borgar fr stora & kontinuerliga terkp -P [--] r skulle aktien kunna g 10x om det grs rtt $EVO Stter kp p en riktig vinstmaskin 🧡Hela artikelnπŸ‘‡ https://www.di.se/analys/kop-massiv-potential-till-historiskt-lagt-pris/ https://www.di.se/analys/kop-massiv-potential-till-historiskt-lagt-pris/"
X Link 2024-06-22T10:27Z [----] followers, 91.8K engagements

"Largest holdings $LVMH (added recently) $EVO (added substantially) $TEQ $CSU $BRK $AAPL $MSFT $ORp (new) $DNP.WA $INVE (added some May/June) Smaller right now $AZN $SAVE $LATO $LIFCO $RMSp $NVDA (trade) $FNOX $TOM 🍭 Largest holdings: $TEQ $LVMH $AAPL $BRK $EVO $CSU $MSFT $SHB (trade 97) $SAVE $NOVO (added some in the dip) $DNP.WA $FNOX (trade 61) $ORp $AZN $INVE $FTNT (re-entered [--] a bit lower size) $LATO $LIFCO $TOM 🍭 Largest holdings: $TEQ $LVMH $AAPL $BRK $EVO $CSU $MSFT $SHB (trade 97) $SAVE $NOVO (added some in the dip) $DNP.WA $FNOX (trade 61) $ORp $AZN $INVE $FTNT (re-entered [--] a"
X Link 2024-06-29T06:41Z [----] followers, 27K engagements

"I was perhaps a little bit early but I am glad I increased the size in $EVO substantially recently. Also happy to see the share is showing some positive signs here in the last couple of days. Now Ill basically just sit & wait. FY2025 valuation - EV/EBIT 121x - P/E 149x 🍭"
X Link 2024-07-09T19:28Z [----] followers, 14.8K engagements

"Evolution AB (publ) announces Capital Allocation Framework $EVO"
X Link 2024-07-18T20:32Z [----] followers, 43.8K engagements

"Insiderkp $EVO"
X Link 2024-07-19T10:33Z [----] followers, 26K engagements

"Portfolio πŸ’Ό 50% of the portfolio $TEQ $LVMH $CSU $EVO $AAPL $MSFT $RMSp $BRK $ORp $NOVO Small/Mid $ATCO $INVE $ASML $DNP.WA $NVDA $GOOGL $AZN $FNOX $SAVE $LIFCO $LATO $FTNT 🧡Some commentsπŸ‘‡"
X Link 2024-07-27T10:42Z [----] followers, 18.8K engagements

"ATH today πŸ“ˆ [--] holdings: $CSU $LVMH $NOVO $SAVE $MSFT $INVE $AAPL $BRK $EVO $FNOX $LIFCO $TEQ πŸ‘ŒπŸ»"
X Link 2024-08-29T17:39Z [----] followers, 26.7K engagements

"Great buying opportunity in Novo Nordisk $NOVO starting to emerge I do have a position and look to add further. Monitoring closely to see when the share start to bottom out could be very soon. If youre looking to buy at what level If youre not a buyer why not"
X Link 2024-10-07T08:03Z [----] followers, 43.2K engagements

"Being public with your portfolio comes with its challenges. In particular if you have some followers & use more complex strategies for example leverage. That said transparency is important. So Ive decided to try to be more open From today open on Shareville 🧡 A few wordsπŸ‘‡"
X Link 2024-11-03T10:49Z [----] followers, 22.7K engagements

"Insynskp $EVO"
X Link 2024-11-14T16:27Z [----] followers, 17.8K engagements

"$LVMH available at a Black Friday discount The company is trading at a Forward PE under 20x versus average 2725x I see absolutely no reason why after a cyclical downturn as we are experiencing today we shall not be in a position to recover - Bernard Arnault πŸ₯‚"
X Link 2024-11-25T08:28Z [----] followers, 40.1K engagements

"Veckans aktie AstraZeneca $AZN Den trygga brsjtten r misstrodd och utkastad i kylan av investerarna. Men bolaget str stadigt vxer snabbare n konkurrenterna och aktien r billig hur man n mter. Di rekommenderar kp. 🧡 Sammanfattning av hela artikeln πŸ‘‡"
X Link 2024-11-30T12:40Z [----] followers, 29.5K engagements

"ret stnger p 18% YTD ner ca 6% frn ATH som sattes i 9/12 Under ret (& nu) varit 50% exponerad mot Sverige/Europa s givet det tydlig veravkastning mot index Vill passa p att rikta ett STORT TACK till alla fljare & nska er ett Gott Nytt rπŸ₯‚πŸ₯³ Portflj in i 2025πŸ‘‡"
X Link 2024-12-31T10:37Z [----] followers, 10.5K engagements

"70% Margins 13x P/E. Really - Compounding Quality $EVO https://www.compoundingquality.net/p/wall-street-doesnt-get-it-againpublication_id=944416&utm_medium=email&utm_campaign=email-share&isFreemail=true&triedRedirect=true https://www.compoundingquality.net/p/wall-street-doesnt-get-it-againpublication_id=944416&utm_medium=email&utm_campaign=email-share&isFreemail=true&triedRedirect=true"
X Link 2025-02-01T19:07Z [----] followers, 25.9K engagements

"New MicroCap holding Byrna Technologies Inc $BYRN πŸ”₯ A personal defense technology company specializing in less-lethal personal security solutions - Fiscal [----] revenue grew +101% - Fiscal [----] earnings grew +256% Why A transformational shift in Byrna's advertising strategy that began in September [----] Great CEO. High insider ownership. Market Cap $700m. Listed in 🧡 Longer posts will follow but for now lets start with a short teaser πŸ‘‡"
X Link 2025-02-08T11:29Z [----] followers, 126.9K engagements

"Har alltid krt Eton skjortor 10r+. Nu kostar de dock 1700-2300 kr vilket tar emot litegrann rent principiellt. S extremt bra r de inte att de motiverar en premie p 70-100% mot en vanlig skjorta fr sg omkring 1000-lappen Vilka business skjortor kr ni πŸ‘”"
X Link 2025-02-16T08:33Z [----] followers, 97.8K engagements

"Min dep de senaste dagarna"
X Link 2025-03-05T16:07Z [----] followers, 16.2K engagements

"Alphabet $GOOGL nu terigen nere p p/e 15x fr FY2026. Sist vi sg denna vrdering hade aktien en vldigt fin utveckling drefter. Bill Ackman med flera kpte d. Fr vi samma utveckling nu Well allt handlar om tidshorisont P kort sikt har vi negativt tech sentiment flden ut frn USA och Trump som vevar dagligen. Men p lite sikt tycker jag nd Google p p/e [--] erbjuder hygglig r/r Global marknadsledare p sk med vad Charlie Munger benmnt kanske vrldens starkaste moat. Visst AI kommer och vissa snackar om att vi ska sluta googla och ska via ngon AI-tjnst istllet. S kommer skert vissa gra ibland. Men tror"
X Link 2025-03-29T07:06Z [----] followers, 25.4K engagements

"Nehepp - dags att trolla fram cash Dippen ska kpas. Kul med lite volla Vad kper #finanstwitter idag πŸ‘Ή"
X Link 2025-04-04T15:00Z [----] followers, 25K engagements

"Warren Buffett right now - having sold 50% of his stake in Apple $AAPL before he decline 🍎 - sitting with 300bUSD+ in cash He once again proves who is the boss The goat 🐐"
X Link 2025-04-09T06:15Z [----] followers, 21.9K engagements

"Om du ger Hemnet $HEM 🏑 Ta pengarna och spring aktien ska ner Jag frstr att man vill hja annonspriserna fr aktiegarnas skull men det brjar bli orimligt och det har gjort att vi bara annonserar p Hemnet om bostaden inte frst kan sljas i andra kanaler. https://www.di.se/nyheter/maklare-efter-prischocken-allt-fler-valjer-bort-hemnet/ https://www.di.se/nyheter/maklare-efter-prischocken-allt-fler-valjer-bort-hemnet/"
X Link 2025-05-10T19:48Z [----] followers, 49.2K engagements

"A Mini Berkshire in Europe Investment Case Chapters Group $CHG 🧡 Chapters Group is a European holding company owning [--] subsidiaries. Most of them operate in Vertical Market Software (VMS). Summary of full article by compounding quality πŸ‘‡ [--]. How does Chapters Group make money Chapters Group started [--] years ago as a small software startup called Medical Columbus. The company focused on improving procurement in German hospitals. After [--] years Medical Columbus sold its core software to a strategic buyer. At that point the company was a listed entity with a pile of cash. They now had two"
X Link 2025-07-06T13:53Z [----] followers, 46.6K engagements

"Okej just nu tycker mnga #EMBRAC ser oerhrt svag ut aktiegrafen allts. Bolaget r alla verens om gr bttre n ngonsin. Lt oss se vad massorna sger om 6-12 mn. D tror jag den str i [---]. Sparar denna tweet s fr vi se vad som sker. Oavsett r jag iaf extremt bullish"
X Link 2021-09-18T10:01Z [----] followers, [---] engagements

"#SBB Vad r en tillggskpeskilling fr ngot Lt mig frklara det p ett vldigt frenklat vis πŸ‘‡"
X Link 2022-04-02T17:02Z [----] followers, [---] engagements

"@Tripple65904021 Ge mig hiss pitchen fr $KERp"
X Link 2022-12-16T09:35Z [----] followers, [---] engagements

"Xact Norden Hgutdelandes utdelning hjs till [---] kronor per fondandel frn [---] kronor i fjol. Utdelningen delas upp p fyra utbetalningar p [---] kronor vardera med utbetalning i mars maj september och november. $XACTHDIV https://www.di.se/live/hojd-utdelning-for-xact-norden-hogutdelande/ https://www.di.se/live/hojd-utdelning-for-xact-norden-hogutdelande/"
X Link 2023-02-01T08:52Z [----] followers, 23K engagements

"Mina fem strsta innehav πŸ’Ό $LVMH $EVO $AAPL $INVE $MSFT πŸ‘‡"
X Link 2023-04-13T14:00Z [----] followers, 28.8K engagements

"Funderat p varfr ingen dragit igng ett fastighetsbolag med fokus p gated communities i Sverige Tror det skulle slja sanslst bra Slut p meddelandet"
X Link 2023-06-12T20:49Z [----] followers, 68.5K engagements

"Fantastiskt nd att ens strsta intresse brs & investeringar r bde allmnbildade & ngt man kan tjna pengar p Att sedan kunna dela det med likasinnade p #finanstwitter rπŸ‘ŒπŸ» Ser mkt fram emot [----] - nytt r nya mjligheter till kunskap & investeringar GOTT NYTT RπŸ₯‚πŸ₯³"
X Link 2023-12-31T11:53Z [----] followers, [----] engagements

"Har idag tagit in ett nytt bolag & kpt en position i Tomra $TOM Bygger upp mina positioner ver tid s detta r ett initial kp Kvalitetsbolag som rider p strukturell ESG trend inom tervinning & nya regleringar driver p tillvxten 🧡 Analys pgr p/e [--] FY2025 Largest holdings as of today $LVMH $TEQ $AAPL $EVO $CDIp $CSU $MSFT $SAVE (bought more recently) $BRK $FTNT $AZN (trade) $CARL (trade) $NOVO $ORp $INVE $LATO $LIFCO +new MicroCap where I am currently building position Largest holdings as of today $LVMH $TEQ $AAPL $EVO $CDIp $CSU $MSFT $SAVE (bought more recently) $BRK $FTNT $AZN (trade) $CARL"
X Link 2024-01-26T14:02Z [----] followers, 59.5K engagements

"Vikten av att verkligen frst vad du kper Att Avanzas USA fond exkluderat Nvidia r bara ett exempel p hur mnga aktrer vljer bort det ena & det andra pga ESG Vill du ha renodlad S&P500 exponering till lgst avgift vlj ETF ticker SPY5 kostar 003% (avanza visar fel)"
X Link 2024-03-11T08:56Z [----] followers, 19.4K engagements

"Time to change broker Bye bye Avanza & thank you for these years πŸ‘‹πŸΌ Youve done a lot for the stock-culture in Sweden but now Im out 😊 Lost about half of my YTD performance in the dip lately but still ok +6% atm when I leave Now starting fresh with new broker πŸ’ͺ"
X Link 2024-08-06T15:08Z [----] followers, 68.3K engagements

"Ngra investerings-regler som KAP tillmpar πŸ€“ - max 15% i ett innehav - ha minst omkring [--] bolag - max 30% i en enskild bransch - bolag som tjnar pengar - inga bolag som r beroende av en rvara - ingen belning Har du sjlv ngra regler du anvnder dig av πŸ“ˆ Obligatorisk lyssning fr svl den nya som erfarne investeraren 🎧 Tidlsa investeringstips frn Ola Brageborn Claes Vallin och Markus Ramstrm p Kvalittsaktiepodden Perfekt fr helgens promenad lprunda eller gympass πŸ‘ŒπŸ» https://t.co/qZ1Qn1bCez https://t.co/rgE1CSQIb2 Obligatorisk lyssning fr svl den nya som erfarne investeraren 🎧 Tidlsa"
X Link 2024-09-21T13:41Z [----] followers, 63.4K engagements

"Insider purchase. The live casino provider Evolution's North American Head Jacob Claesson has on Thursday bought [----] shares in the company for a total of just over SEK [---] million. The shares were bought for SEK [---] each $EVO $EVVTY"
X Link 2025-01-30T15:28Z [----] followers, 12.3K engagements

"Teqnion acquires Merridale Ltd $TEQ Teqnion AB has signed an agreement to acquire all outstanding shares in Merridale Ltd. Merridale Ltd. is one of the UK's leading commercial fuelling manufacturers capable of supplying installing and servicing a complete range of fuelling equipment from a single pump to a total turnkey package. The Merridale range includes fuel pumps fuel management systems tank gauges and ancillaries that are suitable for any size fleet from small operations to large fleets with multiple depots. The company was first established in [----] and now has systems installed at over"
X Link 2025-03-04T15:15Z [----] followers, [----] engagements

"Teqnion $TEQ πŸ“ˆ"
X Link 2025-03-11T15:50Z [----] followers, [----] engagements

"Teqnion $TEQ +12% p en vecka Svitt jag vet inga news frutom att R24 publicerats (ej hunnit lsa i detalj nnu) Men ngon gng ska det vl bottna och oftast sker det nr det ser som mrkast ut Inhemsk expo mot Sverige / UK kanske inte s dligt i dessa tider"
X Link 2025-03-28T11:23Z [----] followers, [----] engagements

"Teqnion AB has acquired all outstanding shares in MITAB i Forsbacka AB $TEQ MITAB has been a trusted provider of cremation installations since [----] supplying advanced furnaces and related equipment across the Nordic region. With deep expertise in design construction and installation MITAB supports both new builds and renovations of crematoriums. The company offers a comprehensive product line of furnaces with advanced control systems as well as casket handling and complete ash processing solutions. In addition to equipment MITAB provides project planning and consulting services to ensure"
X Link 2025-04-02T12:27Z [----] followers, [----] engagements

"-2% p OMX30 terminen efter Trumps Liberation Day tullar πŸ“ˆ Kan ofc vara stk kortsiktigt men tror inte man ska slja nu. Utan lr som mnga gnger fr s smningom visa sig vara ett bra kplge. Hur lnge man behver vnta innan det visar sig Ingen vet. Men du behver inte heller bry dig. Goes without saying men eftersom mnga tycks glmma det r det vrt att pminna om - nr man investerar r det en oerhrt stor frdel att vara lngsiktig srskilt eftersom 90% fokuserar fr mkt p kortsiktiga grejer och media verdriver oftast allt delux fr att slja mer tidningar Zooma ut fokusera p bolagen du ger och dess fundamenta"
X Link 2025-04-03T06:25Z [----] followers, [----] engagements

"Portfolio update πŸ’Ό -1024% YTD as we speak πŸ“ˆ Bought a lot of Investor Atlas Copco Largest holdings: $INVE $MSFT $TEQ $LVMH $AAPL $ATCO $BYRN $BRK $GOOGL $AZN $LIFCO $SAVE I am not selling. Rather buying Good luck out there πŸ’ͺ"
X Link 2025-04-04T12:13Z [----] followers, 10.1K engagements

"Hur agera i bsiga tider πŸ“‰ Finns ingen blueprint. Med efter att ha investerat i drygt [--] r har man snappat upp ngra grejer som funkar hyggligt 🧡 Tnkte frska mig p att gra en liten lista. Ni andra fr grna fylla pπŸ‘‡ - F inte panik & slj allt. Gller [--] av [---] sparare. Om du verkligen behver pengarna p kort sikt. D borde du aldrig kpt aktier. D fr du ta upp ditt misstag och slja allt direkt. Bara dra av plstret. Typ om du ska in med en kontantinsats om ngra veckor. Lr dig sedan av detta och placera inte pengar i aktier som du behver i din privatekonomi inom mnader/ngt r eller [--]. Men annars agera"
X Link 2025-04-05T06:40Z [----] followers, 43.3K engagements

"3 snabba - Sger tillflligt hejd till Teqnion $TEQ som bara r -157% YTD och sger hej till Investor $INVE - Byter mina LVMH $MCp mot Herms $RMSp buy quality cry once 😏 Fr dock se om det r lngsiktigt eller mer tillflligt motiveringen r vldigt enkel: Herms det bttre bolaget p alla parametrar frutom att de endast r ett mrke (lvmh mer diversifierat) samt att Herms har en frmga att outperforma nr det vl vnder upp (d brukar oftast de bsta bolagen komma tillbaka snabbast). Just nu med lite skakig konjunktur s str ven Herms emot bttre. Men frst mig rtt - jag gillar absolut LVMH och kommer skert ha"
X Link 2025-04-07T12:14Z [----] followers, 14.1K engagements

"$TEQ Q2 initial take: weak still struggling Profit after tax ended at [---] MSEK (345) strongly affected by the positive net effect of revaluation of earnout liabilities of [---] MSEK 🧡Adjusted for this non-operating metric profit after tax is down -36% compared to Q2 2024πŸ‘‡"
X Link 2025-07-19T07:16Z [----] followers, [----] engagements

"Teqnion $TEQ Q3 rapport βœ… Varit inne i en svacka men nu syns tydliga tecken p vndning Marknaden handlar upp aktien +13% p Q3 rapporten dr EBITA kar +63% Kpte en hel del aktien infr rapport och funderar p att kpa nnu mer Extrapolerar vi EPS fr Q3 (294) fr kommande helr dvs 294x4 som estimerad rlig EPS var det p/e 12x innan dagens reaktion och nu efter uppgngen p rapport omkring p/e [--] Fortfarande billigt om det lyckas vxa EPs 15% rligen vilket jag tror r nbart https://twitter.com/i/web/status/1980169483806286028 https://twitter.com/i/web/status/1980169483806286028"
X Link 2025-10-20T07:09Z [----] followers, [----] engagements

"@ValueByMarkus Great summary πŸ‘ Re-tweeting"
X Link 2025-10-21T06:04Z [----] followers, [---] engagements

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