@HugoManenti Avatar @HugoManenti Hugo Manenti

Hugo Manenti posts on X about $cnxc, ai, balance sheet, business the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance 43% stocks 15% countries 8% cryptocurrencies 3% travel destinations 1% automotive brands 1% technology brands 1%

Social topic influence $cnxc #1, ai 8%, balance sheet 8%, business 6%, stocks 6%, $amtm #5, $tep 4%, inflation 4%, space 3%, $iwg 3%

Top accounts mentioned or mentioned by @econstratpb @aggiecapitalist @blondesnmoney @agnostoxxx @bigorrin @dalibali2 @aureliusltd28 @casinocapital @concentrix @beentherecap @teddygambino @uzocapital @markdow @taobanker @buccocapital @rakoraja @roryjohnston @darioperkins @ajaxhamiltonian @jaynemesis

Top assets mentioned Concentrix Corporation Common Stock (CNXC) Amentum Holdings, Inc. (AMTM) FIVE9, INC. (FIVN) Flywire Corporation (FLYW) Matador Resources, Co. (MTDR) Powell Industries Inc (POWL) Cushman & Wakefield plc Ordinary Shares (CWK) CBRE Group Inc (CBRE) Jones Lang LaSalle, Inc. (JLL) 4 (FOUR) M&T Bank Corporation (MTB) PacWest Bancorp (PACW) Builders FirstSource, Inc. (BLDR) Lennar Corporation (LEN) D R Horton Inc (DHI) Euronet Worldwide Inc (EEFT) Herc Holdings Inc. (HRI) Wesco International Inc. (WCC) Xponential Fitness, Inc. (XPOF) Bitcoin (BTC) Arweave (AR)

Top Social Posts

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

"Gave thanks. still got hit Added back today on the drop. Backlog was never a question to me but margins were. This quarter we saw tangible progress and the guidance is for more. Importantly - margins embedded within the backlog are growing which will further support the bottom line over the medium term. Business is aplenty and $AMTM has the luxury of choice. My estimates are going higher and 15x should be a floor multiple for that type of business. Have to respect the market but the path to $45 seems ever clearer to me Grateful to @agnostoxxx for pumping my $AMTM bags. Today I shall give"
X Link 2026-02-10T16:26Z [----] followers, [---] engagements

"$POWL is the ticker. Sorry I don't make the rules. Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH Video message from Federal Reserve Chair Jerome H. Powell: https://t.co/5dfrkByGyX https://t.co/O4ecNaYaGH"
X Link 2026-01-12T16:02Z [----] followers, [---] engagements

"Say what you want about the LSE but a company down 9% just ahead of earnings would get a call from the regulator and be compelled to release earnings immediately. $CNXC @Concentrix"
X Link 2026-01-12T19:38Z [----] followers, [---] engagements

"Office companies dumped on the day the labour market finally shows signs of turning around. can't make it up. $CBRE $JLL $CWK $IWG"
X Link 2026-02-12T13:54Z [----] followers, [---] engagements

"$CNXC can raise a $600m bond at 6.5% but equity investors think it's a donut (2.5x EPS). interesting"
X Link 2026-02-13T10:26Z [----] followers, [----] engagements

"Grateful to @agnostoxxx for pumping my $AMTM bags. Today I shall give thanks. I have many more boomer stocks in store. For instance - a coworking space operator that doesn't elevate the world's consciousness but prints $ (writeup incoming). Opportune time to expand on my rationale for holding $AMTM as a large position. I started buying in April average cost $22. Amentum is a government subcontractor with its fingers in all the best pies: nuclear space drones missiles cyber and top secret programs. The Opportune time to expand on my rationale for holding $AMTM as a large position. I started"
X Link 2026-01-29T14:02Z [----] followers, [---] engagements

"BPO IT/data SaaS insurance brokers CRE services freight brokers. who next Is that the freakout climax or the start of a bear for all asst-light businesses"
X Link 2026-02-12T16:19Z [----] followers, [---] engagements

"Well $TEP.PA is up on the week so I guess AI is just a US thing $CNXC can raise a $600m bond at 6.5% but equity investors think it's a donut (2.5x EPS). interesting $CNXC can raise a $600m bond at 6.5% but equity investors think it's a donut (2.5x EPS). interesting"
X Link 2026-02-13T14:20Z [----] followers, [---] engagements

"@AggieCapitalist What's the narrative there Ai killing SaaS ok maybe somewhat. But payments like $FLYW or $FOUR especially niche & vertically integrated. I don't quite get it. Then $FIVN is approaching $CNXC valuation. Hmmm"
X Link 2026-02-03T17:01Z [----] followers, [---] engagements

"@AggieCapitalist Agreed. I was racking my brains and couldn't really produce a coherent bear pitch on $FLYW. It's the most demoralising - not even a strawman to fight. Patience"
X Link 2026-02-03T17:53Z [----] followers, [---] engagements

"@dalibali2 CRTO - 2x EBITDA"
X Link 2026-02-11T22:40Z [----] followers, [----] engagements

"@Aureliusltd28 Too many "quality" stocks with terminal values implying either MSD WACC or 10%+ growth forever. That said was CNXC at 3x EPS expensive I guess there's a bit of both"
X Link 2026-02-13T10:10Z [----] followers, [--] engagements

"@buccocapital No no Bucco only office REITs are to suffer Other than that AI agents will take flights buy Crocs and eat Chipotle - nothing to see here"
X Link 2026-02-13T20:48Z [----] followers, [----] engagements

"@agnostoxxx Turns out NVDA down = money moving further out the AI risk curve 😂"
X Link 2025-08-28T14:45Z [----] followers, [--] engagements

"@EconstratPB Robin's mad because Italy vs. Germany spreads have been tightening Spain is growing at 5x the rate of Germany Portugal and Greece have a budget surplus. yawn"
X Link 2025-08-29T13:34Z [----] followers, [--] engagements

"@blondesnmoney Tried playing both sides. oops"
X Link 2025-09-09T14:54Z [----] followers, [----] engagements

"@Big_Orrin Whats the point of OPEC though if they cant enforce a cut or not overproduce their quotas Could set the stage for a lot more vol in the oil market when people realise theres no police anymore"
X Link 2025-09-30T12:41Z [----] followers, [---] engagements

"@EconstratPB @Aureliusltd28 Our finances are third world but our legal tax and regulatory systems are truly world class 😅 Wealth tax is back on the table (and will absolutely be mis-spent) so I'd bring my $10 mil elsewhere eg Italy and its flat tax"
X Link 2025-10-07T16:49Z [----] followers, [--] engagements

"Important to remember what CRE consists of 👇 Its not uniform and its not all headed for a downturn (macro conditions allowing). From $MTB Q1 call"
X Link 2023-04-18T08:47Z [----] followers, [----] engagements

"🤡 $PACW $KRE Or is he doing it on purpose FED'S POWELL: UNDER THE BANKING STRESS FRC DRAWS A LINE. FED'S POWELL: UNDER THE BANKING STRESS FRC DRAWS A LINE"
X Link 2023-05-03T21:13Z [----] followers, [---] engagements

"@BeenThereCap We can't have nice things listed in London can we I'd rather ride it out as well but if they give us a 30% premium I may reinvest it into $PSN.L (or another) and be ok"
X Link 2024-04-23T16:54Z [----] followers, [---] engagements

"@BeenThereCap And there was nothing wrong with $BLDR in the first place Thankfully they are great capital allocators - bought back almost no shares in Q1 and will be gobbling them now"
X Link 2024-05-07T22:22Z [----] followers, [---] engagements

"My counter would be that $LEN is guiding to 87k deliveries in FY25 vs. 80k in FY24 and $DHI to 91k deliveries in FY25 vs 90k in FY24. Taking a margin cut but still growing volumes. Smaller builders may be more cautious but they may also be less exposed to areas with over-inventory I think it's too early to bet on lower starts and completions next year https://twitter.com/i/web/status/1870042493154406661 https://twitter.com/i/web/status/1870042493154406661"
X Link 2024-12-20T09:44Z [----] followers, [--] engagements

"Sending $CNXC back down to 4x earnings just as the business reaccelerates (implied Q4 guide 3% CC growth) seems unwise"
X Link 2025-06-27T13:01Z [----] followers, [---] engagements

"@TeddyGambino @rakoraja Going with the worst balance sheet haha More torque"
X Link 2025-07-30T12:47Z [----] followers, [---] engagements

"@Aureliusltd28 You want boring I raise you $EEFT"
X Link 2025-07-31T17:54Z [----] followers, [---] engagements

"Was actually funny seeing $CNXC tank on $TEP earnings - when the latter were indeed disappointing but only because of the non CX part of the business. CX accelerated to 3.5% growth in Q2. No humans left at the wheel I guess 🤷♂ @AggieCapitalist Anything CX related trades like AI will wipe it out next year. e.g. $CNXC at 4x EPS despite reaccelerating topline. $FIVN looks really interesting here. @AggieCapitalist Anything CX related trades like AI will wipe it out next year. e.g. $CNXC at 4x EPS despite reaccelerating topline. $FIVN looks really interesting here"
X Link 2025-07-31T20:40Z [----] followers, [----] engagements

"$CNXC getting super silly now. off 25% when the only news is its peer seeing accelerating sales. What gives Back to 4x EPS with reaccelerating sales. scratching my head"
X Link 2025-08-01T16:04Z [----] followers, [---] engagements

"If that really happens you really want to own equipment rental companies e.g. $HRI with a lot of torque. And electrical equipment e.g. $WCC. And many other names. It's a contrast with the weakness appearing in many sectors of the economy but supports the idea that the shift from consumption to investment / manufacturing is happening"
X Link 2025-08-10T10:11Z [----] followers, [--] engagements

"Tracking to the higher end of the guide - raised just a month ago crickets. $CNXC Was actually funny seeing $CNXC tank on $TEP earnings - when the latter were indeed disappointing but only because of the non CX part of the business. CX accelerated to 3.5% growth in Q2. No humans left at the wheel I guess 🤷♂ Was actually funny seeing $CNXC tank on $TEP earnings - when the latter were indeed disappointing but only because of the non CX part of the business. CX accelerated to 3.5% growth in Q2. No humans left at the wheel I guess 🤷♂"
X Link 2025-08-12T19:41Z [----] followers, [---] engagements

"$IWG noisy year but my FY26+ estimates are going higher. All KPIs trending positively excellent capital allocation. Not sure what's driving the stock price reaction today but I'm a buyer"
X Link 2025-08-19T08:31Z [----] followers, [----] engagements

"@Big_Orrin I know I used to own Encore Wire (bought out by Prysmian which is obviously doing fantastic). if someone can rationalise why copper miners and customers are getting shafted while refiners are propped up let me know"
X Link 2025-08-19T18:47Z [----] followers, [--] engagements

"Kind of fascinating to see Paul Scott advancing the "bear case" for $IWG with a view that is as confident as it is uninformed. "doesn't make any money" = how about $140 million of FCF to equity this year "unviable with higher interest rates" / finance costs have almost doubled = ever head of IFRS16 lease accounting diabolical balance sheet = in what world is low / negative working capital a bad thing Are supermarket balance sheets diabolical too And of course concluding with the cheap and ignorant WeWork reference. Not even realising that a competitor operating at negative gross margins might"
X Link 2025-08-21T10:22Z [----] followers, [----] engagements

"Yeah I'm an optimist. Fair point on RevPar. The pipeline calculation change was only discussed briefly in the Q&A. Unfortunately the US listing seems further down the priority list. My take is they probably do $535MM this year. Plus $35MM of additional management fee. Plus around $10MM of non recurring costs (ERP transition US GAAP transition etc.). Worka probably adds an extra $5M if their positive commentary is worth anything. That's $585MM. Owned will benefit from further cost efficiencies promotional prices rolling off with still higher occupancy. I think they get to $600M but I withdraw"
X Link 2025-08-21T15:31Z [----] followers, [---] engagements

"@AggieCapitalist If call centers were a zero then surely $CNXC and $TEP would show negative growth by now Sure proves your point about short attention spans and absence of nuance"
X Link 2025-09-04T16:32Z [----] followers, [---] engagements

"Given that you dont raise capital to then do buybacks / dividends the option value I can think of is M&A which makes it even worse to me 😅 If it helps tighten the spreads on upcoming refis its already something. But this goes so against the previously communicated equity story that it wont fly with shareholders imho. Hopefully not as bad as ACDC though"
X Link 2025-09-24T20:45Z [----] followers, [---] engagements

"@Rory_Johnston They do but they might have concluded that taking share and hurting competitors first is the way to get a stronger market down the line"
X Link 2025-10-19T19:40Z [----] followers, [---] engagements

"@EconstratPB Is that why they bought pesos Beef-collateralised swap lines. Nice. Maybe get some Malbec as well"
X Link 2025-10-20T13:42Z [----] followers, [---] engagements

"@darioperkins If he really thinks reducing the size of the balance sheet = money in peoples pockets then I may try to sell him a bridge"
X Link 2025-10-27T19:41Z [----] followers, [---] engagements

"@Big_Orrin Inflation adjusted Have they tried dividing it by the Feds balance sheet Theres plenty of oil to extract at $100 cost so even if it went there its unlikely it would last long"
X Link 2025-10-30T07:49Z [----] followers, [--] engagements

"$TEP smashes expectations for the CX business (up almost 5%) Chris Caldwell is buying and yet $CNXC just keeps leaking lower day after day. Soon at 3x PE. Insanity"
X Link 2025-11-06T14:46Z [----] followers, [----] engagements

"@Uzocapital $XPOF is another one of those stocks for which there is seemingly no price too low. Under 6x '26 earnings"
X Link 2025-11-07T15:28Z [----] followers, [---] engagements

"FCF is growing albeit slowly and the cyclicality is moderate - more or less tracking GDP. Very long-term customer relationships. FCF yield is 30% but most of that will go to paying down debt over the next couple of years. Buyback yield 7-8% and dividend yield 3-4%. It is however perceived to be on death row because of AI. I name Concentrix. Has not been fun. I am grateful to have IWG to make up for it"
X Link 2025-11-08T00:14Z [----] followers, [--] engagements

"@AjaxHamiltonian @EconstratPB Fair. I'd expect the people taking them to be overall less able to prepay but inflation might help. Still looks a lot like an interest-only mortgage to me"
X Link 2025-11-08T22:39Z [----] followers, 13.6K engagements

"@jaynemesis Agreed. People often forget the investment required in electricity grids to prevent the kind of things that happened in Spain. I dont think many investors have it on their radar"
X Link 2025-11-09T12:50Z [----] followers, [--] engagements

"@EconstratPB And those heroic assumptions wrt price growth Dude. Those new houses wont even last [--] years"
X Link 2025-11-09T14:37Z [----] followers, [----] engagements

"@EconstratPB I mean eventually the Fed will have to engineer it or face collapse. Buy gold when it hits targets I guess"
X Link 2025-11-09T14:41Z [----] followers, [--] engagements

"@CasinoCapital @OBR_UK @George_Osborne Productivity downgrade = raise taxes = kill investment and productivity. Quite the doom loop. Even more infuriating when one knows how poor data quality is"
X Link 2025-11-09T22:47Z [----] followers, [--] engagements

"@blondesnmoney How do you dare dunking on one of my top [--] holdings Cluseau Bond guys are right. It's all about capex. CRWV has an endless amount of capex ahead while RIG has zero growth capex and a crap but improving balance sheet"
X Link 2025-11-13T17:07Z [----] followers, [---] engagements

"@blondesnmoney Haha look at this beauty though Granted some of it at the expense of shareholders (capital raises) but still pretty impressive"
X Link 2025-11-13T17:21Z [----] followers, [--] engagements

"@blondesnmoney CRWV has the benefit of NVDA's backstop though so maybe bond guys should be more optimistic than equity investors"
X Link 2025-11-13T17:22Z [----] followers, [--] engagements

"We are correcting because the Fed is increasingly hawkish in the context of a softening economy. Little to do with AI or the shutdown. Sectors hit hardest are the ones that are most dependent on liquidity i.e. no-revenue / bad balance sheet small caps. Which are the ones that skyrocketed after Jackson Hole"
X Link 2025-11-13T18:45Z [----] followers, [---] engagements

"@LongOnlyLarry @RealPeterTeal $CNXC is at 2.6x FY26 EPS so yes they absolutely do. And sequential improvements in growth don't matter"
X Link 2025-11-19T14:58Z [----] followers, [---] engagements

"Didn't think I would live to see Citron pump one of my stocks. but here we are and the case is as clear as day. I would also mention the nuclear contract wins in the UK the golden dome opportunity etc. Many ways to win at only 10x earnings. $AMTM $AMTM - The Nuclear Monopoly at the Center of Trump's Nuclear Energy Dominance Trump just made AMTM the most important company in America that nobody's heard of.$55 UNDERSTAND WHAT THEY CONTROL: Amentum manages 90% of America's nuclear infrastructure for the DOE. Not $AMTM - The Nuclear Monopoly at the Center of Trump's Nuclear Energy Dominance Trump"
X Link 2025-11-19T17:09Z [----] followers, [---] engagements

"Right there is the key to understanding the current malaise - not inflation per se but rather wage growth no longer exceeding it. Especially at the bottom. Real wage growth is not part of the Fed mandate and the Trump admin is surprisingly silent on wages only communicating on inflation. Policymakers urgently need to accept that we are in a structurally different inflation regime and relieve pressure on the "real economy" NFP September was a big beat +119K (will be revised down just like July / August) Unemployment rate up to 4.4% But I noticed wage growth is now down to only +2.38% YoY"
X Link 2025-11-20T13:47Z [----] followers, [---] engagements

"@Big_Orrin @degiorgiod Its getting expensive in Bitcoin though"
X Link 2025-11-23T10:59Z [----] followers, [--] engagements

"@blondesnmoney Nice. I may stick with ONIT a little longer. The reverse mortgage business sale looks like a step towards buybacks or - maybe more likely - an outright sale. Not expecting to get to TBV but I think we can get a little closer still. Many other opportunities though"
X Link 2025-11-24T16:55Z [----] followers, [---] engagements

"@Retail_Guru Any evidence that this is (or not) mostly the middle-class consumer starting to trade down"
X Link 2025-11-25T13:24Z [----] followers, [--] engagements

"@mark_dow Buy as long as above MAs (and those move higher)"
X Link 2025-11-26T18:15Z [----] followers, [---] engagements

"Imho 2% inflation isn't happening outside of a recession which Trump will do everything in his power to avoid. His big problem is that he won't be able stack the FOMC with sycophants before the end of his term. So instead he needs a Chair that looks credible and not too compromised in order to get a majority of the FOMC to fall in line. Hassett is not that person. I honestly thought it'd be Rieder seemed the best fit to me"
X Link 2025-12-02T13:59Z [----] followers, [---] engagements

"@taobanker Getting too cheap to ignore. Very underfollowed. Or maybe everyone waiting for a tap of the 200DMA"
X Link 2025-12-04T17:16Z [----] followers, [--] engagements

"@mark_dow It's had every opportunity and "reason" to break down and yet it hasn't. I might eat those words later but it's notable to me. Also oil equities have been running ahead - especially services"
X Link 2025-12-04T17:20Z [----] followers, [---] engagements

"@Globalflows The wider trade imbalances grow the more cross-border capital flows are required to balance the system. March - April gave us a taste of what happens when it all reverses: dollar down bonds down equities down"
X Link 2025-12-05T10:28Z [----] followers, [--] engagements

"@Uzocapital $IWG.L pretty nice update yesterday. If they can maintain a run-rate of [----] openings per year then $1BN EBITDA becomes plausible by 2031-32. $250mm recurring management fee at 20x and $350mm "other" FCF at 10x and that's about a 3x return from here"
X Link 2025-12-05T16:25Z [----] followers, [---] engagements

"Theyre already there in Q3 but I doubt they can keep the pace all the way to [----] needs the macro to cooperate + can the market absorb 1000+ centers p.a. with no hit to the RevPar curve I prefer to be more conservative but even at $800mm or $900mm EBITDA the stock is a bargain https://twitter.com/i/web/status/1997005075802169400 https://twitter.com/i/web/status/1997005075802169400"
X Link 2025-12-05T18:08Z [----] followers, [---] engagements

"@TeddyGambino I thought it was pricey at first but the whole thing actually looks very very accretive for $AR"
X Link 2025-12-08T12:50Z [----] followers, [---] engagements

"@TXMCtrades Exit liquidity draped in philanthropy"
X Link 2025-12-18T14:17Z [----] followers, [---] engagements

"@VKMacro Yes. Simplest way to explain jump in consumption despite stagnant wages"
X Link 2025-12-23T22:19Z [----] followers, [---] engagements

"He's unfortunately very emboldened now that he feels he's succeeding. And that checks and balances are non existent. I'd also expect zero willingness from Europeans to have a shooting contest with the US over what they see as a block of ice with a few igloos. Hopefully this is just a threat to get something else in return. I wouldn't bet on it though. https://twitter.com/i/web/status/2008116441233367138 https://twitter.com/i/web/status/2008116441233367138"
X Link 2026-01-05T10:00Z [----] followers, [---] engagements

"@dig_list @Concentrix Let's see how the day ends :) Not a big technicals guy but I'd love to see a nice bullish hammer"
X Link 2026-01-13T15:10Z [----] followers, [--] engagements

"@CasinoCapital @John_Stepek Italy / Greece / Cyprus can offer pretty decent setups depending on your type of income ;)"
X Link 2026-01-13T21:46Z [----] followers, [--] engagements

"@HungStriker Bonds look more interesting imho - trade at 10cts on the $ but sit ahead of equity in the capital stack. Worst case in a restructuring = converted into equity"
X Link 2026-01-14T11:33Z [----] followers, [---] engagements

"@harrydunn88 Largest weights are almost all AI exposed + under the hood beaten down cyclical sectors are waking up after three years of coma. More to go imo"
X Link 2026-01-16T00:42Z [----] followers, [--] engagements

"Super interesting. $CNXC have been saying that the vast majority of CX AI pilots fail and actually launched a business to solve that. Some of the more specialised BPOs (still valued for death) might very well flip the script and win as AI integrators / managed services providers. Massive narrative violation https://ir.concentrix.com/news/news-details/2025/Concentrix-Launches-Agentic-Operating-Framework-to-Help-Enterprises-Solve-Key-Issues-Behind-Failed-AI-Deployments-09-18-2025/default.aspx"
X Link 2026-01-16T22:30Z [----] followers, [----] engagements

"Remember when our biggest worry was keeping the President awake Sigh. Let them drink diet soda. https://t.co/Rs7QF3Rg3o Let them drink diet soda. https://t.co/Rs7QF3Rg3o"
X Link 2026-01-20T09:30Z [----] followers, [---] engagements

"No crying in the casino until all your SaaS fintech adtech consulting data stocks to trade at 4x FCF just like $CNXC. Sorry"
X Link 2026-02-03T15:33Z [----] followers, [---] engagements

"Opportune time to expand on my rationale for holding $AMTM as a large position. I started buying in April average cost $22. Amentum is a government subcontractor with its fingers in all the best pies: nuclear space drones missiles cyber and top secret programs. The thesis was simple: - Its end markets criticality and already small margins insulates the company from DOGE type efforts and should result in steady backlog growth - Expect sustained MSD topline growth a little margin expansion debt paydown resulting in steady LDD EPS growth - This should cause it to trade much closer to the average"
X Link 2025-11-25T13:42Z [----] followers, [----] engagements

"(2/2) Now that the year is wrapped-up I remain positive on the stock and maintain the price target: - FY25 and FY26 guidance in line with room for upside given consistent beat and raise quarters this year - Backlog continuing to grow (1.2x book to bill this year) particularly in sexy areas (golden dome nuclear) - Increasing attention on the back of @CitronResearch post last week - DOGE didnt have teeth and is now wrapped up. Instead we are seeing increased investment into the areas where AMTM operates It seems that the stock will open higher on the back of the FY26 guide and backlog growth"
X Link 2025-11-25T13:44Z [----] followers, [---] engagements

"$CPA would be a real immediate winner from any normalisation in VZ. And - forgive the pun - completely flying under the radar. Since no one is talking how Copa Airlines/Holdings $CPA is a massive winner after Venezuela I will: 6.5x P/E the most profitable airline in the world unique Hub-Spoke model around Panama City Airport running only Boeing 737s about to add back to most profitable Venz routes. https://t.co/sdgkHrCNlI Since no one is talking how Copa Airlines/Holdings $CPA is a massive winner after Venezuela I will: 6.5x P/E the most profitable airline in the world unique Hub-Spoke model"
X Link 2026-01-06T13:45Z [----] followers, [---] engagements

"Trump: My own morality is only restraint on global power If you thought 2020-25 was wild. it was just an appetiser for 2026-30. Checks and balances are mostly gone and gloves are off"
X Link 2026-01-09T12:35Z [----] followers, [---] engagements

"I thought that'd amuse @agnostoxxx"
X Link 2026-01-12T16:24Z [----] followers, [--] engagements

"$CNXC solid results although guidance a little light. Very bullish commentary though - expectation for continued sequential growth acceleration and margin improvement. Faster growth higher quality and stickier revenue margins about to inflect higher. Yet still valued as if terminal value was zero. https://twitter.com/i/web/status/2011079803336540523 https://twitter.com/i/web/status/2011079803336540523"
X Link 2026-01-13T14:16Z [----] followers, [---] engagements

"Stock -11% pre market after -8% yesterday essentially trading at 3x EPS as per the - sandbagged - guide. At current share price dividend yield is 4% and buyback yield 7%"
X Link 2026-01-13T14:18Z [----] followers, [---] engagements

"Does that look like a dying business to you "A few data points: a 6% increase in the annual contract value of deals in the pipeline as we exited this year a 9% increase in new wins year-on-year a 14% increase in transformational deal values this year a 23% increase in cross-sell upsell deals this year and a 37% increase in values for our new service areas this year" $CNXC"
X Link 2026-01-13T14:53Z [----] followers, [---] engagements

"$VTY $VTY.L [----] in line although would have been a beat if not for the messy November budget. [----] guide includes 7% increase in completions lower construction costs end of legacy "Southern Division" costs return to positive cash. They righted the ship improved the cost structure invested in land counter-cyclically. just in time for market re-acceleration. They admitted to guiding very cautiously. Today's reaction is - again - a headscratcher. https://twitter.com/i/web/status/2011486416048451666 https://twitter.com/i/web/status/2011486416048451666"
X Link 2026-01-14T17:11Z [----] followers, [---] engagements

"Supreme Court is going to love that TRUMP: FLOATS TARIFF IF COUNTRIES 'DON'T GO ALONG' ON GREENLAND TRUMP: FLOATS TARIFF IF COUNTRIES 'DON'T GO ALONG' ON GREENLAND"
X Link 2026-01-16T17:15Z [----] followers, [---] engagements

"@taobanker @JayApted [--] consecutive years of comp growth and they get valued at a $TGT multiple Feels way too harsh"
X Link 2025-12-06T00:34Z [----] followers, [---] engagements

"@irbezek Copa and Latam Airlines. Gonna take a lot of flights to repatriate expats move diplomats oil execs tourists family visits etc"
X Link 2026-01-04T10:27Z [----] followers, [----] engagements

"@kab604 Been in it for [--] months priced for death while growing at 3%. go figure. I guess complexity is too hard for this market to handle. Wrote a short note recently if interested https://hugomanenti.substack.com/p/concentrix-cnxc-deep-dive-ai-roadkill https://hugomanenti.substack.com/p/concentrix-cnxc-deep-dive-ai-roadkill"
X Link 2026-01-28T19:12Z [----] followers, [---] engagements

"Well thankfully I started small and scaled in otherwise I'd be wiped out 😅 FCF has been messy with integration costs repayment of off-balance sheet liabilities and higher (growth) capex. Even then I expected better too - clearly repeated margins misses aren't helping. I think FY26 guidance is sandbagged though. I like $TEP's balance sheet and FCF better. However France has restrictions on buybacks and a high tax on dividends so it works less well for me. Let's see what they do now with their FCF. TEP's CX has also grown slightly faster largely due to mix. but I underweighted it due to the"
X Link 2026-01-28T19:48Z [----] followers, [---] engagements

"Yep agreed. In [--] months time youre likely back to 4-5x as you pay down $800mm of debt and FCF benefits from lower interest rates lower debt and - hopefully - a rebound in margins. TEP is already there and has optionality but management has been so evasive that it has raised questions marks for me. On the other hand CNXCs dividend raise really rubbed me the wrong way. https://twitter.com/i/web/status/2016606579320140274 https://twitter.com/i/web/status/2016606579320140274"
X Link 2026-01-28T20:17Z [----] followers, [---] engagements

"At the end of the day I feel that CNXC is a simpler business with clearer strategy and capital allocation policy. Less likely to surprise. TEP has potentially higher torque if FCF is used smartly and / or specialised services stabilises. No balance sheet constraints. But imo higher risk they mess it up https://twitter.com/i/web/status/2016607403249455398 https://twitter.com/i/web/status/2016607403249455398"
X Link 2026-01-28T20:20Z [----] followers, [--] engagements

"French corporate law Once you hold 10% of outstanding shares in treasury you need to cancel them before you can buy any more (requires an EGM usually held in conjunction with the AGM). Issue is you can only cancel those 10% once every [--] months so in practice you are capped at 5% on average on an ongoing basis That and the 8% tax is the reason why $CRTO (which is equally cheap) is moving HQs and listing to the US via Lux https://twitter.com/i/web/status/2016648525837455872 https://twitter.com/i/web/status/2016648525837455872"
X Link 2026-01-28T23:04Z [----] followers, [--] engagements

"@dalibali2 Are you talking about $CRTO"
X Link 2026-01-28T23:17Z [----] followers, [----] engagements

"Agreed it's the slow death of the tech GARP investor. Software fintech adtech. yikes. Criteo is interesting indeed. Google not phasing out third party cookies Doordash partnership US relocation to accelerate buybacks. no amount of good news can save the stock. 5x earnings. https://twitter.com/i/web/status/2016676561152594202 https://twitter.com/i/web/status/2016676561152594202"
X Link 2026-01-29T00:55Z [----] followers, [---] engagements

"@CasinoCapital You guys dont have Taxdown or equivalent Cost me [--] and did the job. Alternatively vibe code"
X Link 2026-01-31T18:51Z [----] followers, [---] engagements

"@dalibali2 Can you get agents to set up accounts Then it's a 10x"
X Link 2026-02-03T17:50Z [----] followers, [---] engagements

"@conorsen Yup. Unless it got to your stuff before it even touched SaaS / fintech etc. 😬"
X Link 2026-02-03T22:19Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing