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@ReneSellmann Avatar @ReneSellmann Rene Sellmann

Rene Sellmann posts on X about wise, $wise, business, $tigr the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Social Influence

Social category influence finance XXXXX% cryptocurrencies XXXX% stocks XXXXX% technology brands XXXX% countries X% social networks XXXX% celebrities XXXX% currencies XXXX% fashion brands XXXX%

Social topic influence wise #821, $wise #3, business 10.83%, $tigr #7, stablecoins #505, $hfg #1, stocks 4.17%, $atl #5, $futu #2, $eden #19

Top accounts mentioned or mentioned by @moneyflowinvest @stonkmetal @martinsjog @hsqueeze41963 @joinyellowbrick @wise @stonkmetals @tsaicapital @hurdlerate @bradocapital @pythiar @pythiars @toddwenning @brianferoldis @blondesnmoney @billiebillion1 @jakebarfields @johnhuber72 @mjmauboussin @honestmath

Top assets mentioned Wise (WISE) Eden (EDEN) monday.com Ltd. Ordinary Shares (MNDY) Paycom Software Inc (PAYC) Interactive Brokers Group, Inc. (IBKR) Duolingo, Inc. Class A Common Stock (DUOL) Novo-Nordisk (NVO) Metadium (META) Wixlar (WIX) Spotify Technology (SPOT) Amazon.com, Inc. (AMZN) ABCC Token (AT) 4 (FOUR) Cincinnati Financial Corporation (CINF) PayPal Holdings Inc (PYPL) Zoom Video Communications Inc (ZM) Mastercard, Inc. (MA) Robinhood Markets, Inc. (HOOD) Charles Schwab Corporation (SCHW) Autodesk Inc (ADSK) SAP SE (SAP) DisChain (DIS) Samsunspor Fan Token (SAM) Diageo plc (DEO) Lululemon Athletica Inc (LULU) Elcoin (EL)

Top Social Posts

Top posts by engagements in the last XX hours

"The tweet below from $Wise founder Kristo Krmann reminded me of Jeff Bezos' last letter as $AMZN CEO. Let's start with the short thread Krmann shared he wrote: Pay a screenshot is one of the coolest secret features on @wise. Just used it save NZ$225 of card fees and some hassle on a campervan rental. Then double checked that the robot got it right. And two clicks later voil As I wrote abov it reminded me instantly of Jeff Bezos final letter as Amazon CEO specifically the section where he quantifies how much time Amazon saves its customers. Bezos argued that Amazon didnt just lower prices; it"
X Link 2025-11-17T19:20Z 10.7K followers, 16.3K engagements

"Ashtead Technology is up XX% today. The user VP speculated below one of @stonkmetal's notes that this is potentially driven by someone finding insights in the LSE uplisting prospectus filed by $AT. I haven't dug in as I'm busy working on that new deep dive I mentioned here a few days ago. I wrote what I believe is a very solid analysis on my blog in which I cover what Ashtead does and what makes it a highly competitively advantaged company"
X Link 2025-10-02T17:44Z 10.7K followers, 2139 engagements

"Ashtead Technology's short interest remains a big mystery to me"
X Link 2025-10-29T12:09Z 10.7K followers, 1513 engagements

"I think managements commitment to buybacks at low valuations is sometimes overstated as a sign of capital allocation excellence. Not being an aggressive buyer of one's own stock is rarely a thesis breaker for me. In many cases and this may apply to Ashtead Technology for instance I actually prefer to see management reinvesting all of the cash flow back in the business. Of course it all comes down to opportunity cost. But even if internal business reinvestments generate a slightly lower quantifiable return strengthening the moat by reinvesting profits and extending the companys strategic"
X Link 2025-11-08T14:54Z 10.7K followers, 1998 engagements

"Dennis Hong is one of the few high-profile investors I know of that is betting big on $FOUR (tagging @stonkmetal) I also notice the $MNDY add"
X Link 2025-11-15T22:37Z 10.7K followers, 8395 engagements

"Impressive results by $FUTU Revenue up XXXX% year-over-year. Bottom line up triple digits YoY. Turns out the Chinese are just as degenerate gamblers as their US peers 😄 Will $TIGR move on these news"
X Link 2025-11-18T09:37Z 10.7K followers, 7139 engagements

"Druckenmiller basically admitted what most investors wont: You dont need to be early. You just need to recognize the wave and size up when the world changes"
X Link 2025-11-26T19:00Z 10.7K followers, 289.7K engagements

"According to my math $DUOL trades at a SBC-adjusted FCF yield of 3%. THREE PERCENT. I don't get all the hype around the "generational buying opportunity.""
X Link 2025-11-18T09:10Z 10.6K followers, 45.2K engagements

"$NVO back below $XX $WISE back below X $TIGR back below $X $MDNY back to $150-ish"
X Link 2025-11-20T15:42Z 10.6K followers, 2714 engagements

"Bucket 2: Good enough quality genuinely cheap Not elite businesses but possibly cheap enough to compensate for it: $INPST ✅ Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX $EVS ✅Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX $EDEN ✅ Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX This is Greenblatts sweet spot: solid companies at meaningfully discounted valuations"
X Link 2025-11-27T19:20Z 10.6K followers, XXX engagements

"Other companies scoring highly: $ZM $NOVOB $PAYC All quality XX and EV/EBIT in the XXX range The rare XXX quality score names: Only three companies break the XXX barrier: $EVO $HQI and $MA. Other high-scoring stocks are $SCHW $V are Timee $XXX $FUTU $HOOD $ADSK $IBKR and $AZA (and many more - it's my watchlist after all)"
X Link 2025-11-27T19:20Z 10.6K followers, 1025 engagements

"Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $XXX in 2021 a 3571% gain from its debut price of $XX per share in 2014. Today $Paycoms stock is down XX% from that peak and now trading in the $XXX range. In this thread Ill explore a) the stock & business performance of Paycom b) the factors behind Paycoms stock decline and c) Paycoms business model"
X Link 2024-07-02T15:57Z 10.7K followers, 138.9K engagements

"What's your take on BRP Inc.'s stock $DOO An average business trading at a price that may be a great setup for medium-term outperformance (mainly driven by multiple expansion) We're back to 2018 prices. Over the same time period revenue more than doubled. What sort of steady-state FCF margin can one reasonably underwrite How do you think about maintenance vs. growth reinvestments at $DOO's current stage in the business cycle Any good writeups worth reading I know @BradoCapital owns/owned the stock (). What's the elevator pitch here"
X Link 2024-10-22T17:00Z 10.7K followers, 1147 engagements

"Constellation Software $CSU is experiencing one of its biggest drawdowns ever pretty much only surpassed by the Jan 2019 XX% decline"
X Link 2025-09-25T17:19Z 10.7K followers, 9068 engagements

"I was talking to @stonkmetal this morning about the opportunity in $CSU. What I find interesting about the current discussion around Constellation Software is how controversial the valuation debate has become. @PythiaR did an excellent job of cutting through some of the noise on Twitter (see quoted tweet below). His breakdown shows that CSU isnt trading anywhere near the 30x FCF headlines that have been making the rounds but closer to 2225x depending on how you adjust for TOI/LMN and what assumptions you use for fully burdened free cash flow. Hes also right to remind people that looking at"
X Link 2025-09-26T08:23Z 10.7K followers, 35.9K engagements

"#16 - My takeaway from this Ashtead Technology insight $AT.L 1) Dont look for backlog or long-term contracts; instead track utilization rates pricing trends and geographic diversification. 2) Seasonal dips (especially Q1 and Q4) are normal. 3) The companys steady margins and strong cash conversion despite that volatility are precisely what make its execution model impressive"
X Link 2025-10-10T14:53Z 10.6K followers, XXX engagements

"The big positive from the Zalaris report - to me at least - is the LONG-term agreement with $SAP - XX years Admittedly at a higher cost but Ill take that. Really reduces the tail risk. Is anyone else following $ZAL"
X Link 2025-10-24T12:55Z 10.7K followers, 2114 engagements

"Wise built its moat by being counter-positioned against the banks. Now $WISE is facing a new counter-positioned competitor of its own: stablecoins. The disruptor becoming the disrupted a case study in strategic psychology. Full updated analysis of Wise vs. the stablecoin threat (link below)"
X Link 2025-10-29T18:35Z 10.7K followers, 2167 engagements

"You dont often get to watch this happen in real time: A company that built its moat through counter positioning now being counter-positioned $Wise vs. Stablecoins might be one of the most fascinating reversals in fintech. I discuss the idea in my new post below"
X Link 2025-10-30T15:45Z 10.7K followers, 2014 engagements

"Wise is back below its IPO price $WISE"
X Link 2025-11-03T15:23Z 10.7K followers, 1647 engagements

"On stablecoins $Wise remains cautious sticking to the "Apple playbook": focusing on execution watching quietly and waiting until the technology either proves itself to then copy it or collapses under its own complexity"
X Link 2025-11-06T09:22Z 10.7K followers, XXX engagements

"Uplisting in Q2 2026"
X Link 2025-11-06T09:22Z 10.7K followers, 1576 engagements

""Today around X% of Wises cross-border volume is driven by Wise Platform up from X% as reported at our Owners Day. We continue to expect this to increase materially to around XX% in the medium term and over XX% in our long-term vision." The $WISE thesis in a nutshell"
X Link 2025-11-06T09:31Z 10.7K followers, 1189 engagements

"Wise's NA revenue is pretty much on par with its UK revenue. That's the opportunity. $WISE "However to reach every potential customer we have recently launched marketing campaigns to increase brand awareness of Wise. We have rolled out campaigns in the UK US Canada and New Zealand to support our strong word-of-mouth growth in addition to a continuation of the successful campaigns we kicked off in Australia last year.""
X Link 2025-11-06T12:26Z 10.7K followers, 1787 engagements

"$Wise vs stablecoins "we have the best on-and-off ramps to make use of this new technology across the world. Furthermore if these challenges improve l'm actually personally quite excited if we can add something like this to move US dollars next to FedWire and Zelle and Venmo and other options that are there today for our own customers"
X Link 2025-11-06T13:00Z 10.7K followers, 1583 engagements

"Monday $MNDY at a new yearly low"
X Link 2025-11-11T20:58Z 10.7K followers, 1548 engagements

"I love the simplicity of this mental model. Some current examples off the top of my head: $DIS $SAM $DEO $EL $DUOL $EDEN $KER $LULU didn't quite make the cut but is also flat over X years or so"
X Link 2025-11-11T21:21Z 10.7K followers, 2242 engagements

"Multiples arent magic. Quite the opposite. Theyre just market cap divided by different layers of the income statement. @BrianFeroldis chart is one of the cleanest ways to learn this 👇🏻"
X Link 2025-11-15T18:16Z 10.7K followers, XXX engagements

"Considering these spectacular results by $FUTU and the fact that it now trades at around 17x annualized earnings the market is expecting $FUTU is approaching peak earnings I assume and the cycle may turn eventually"
X Link 2025-11-18T15:09Z 10.7K followers, 1334 engagements

"Why $WISE Investment thesis according to company material:"
X Link 2025-11-18T21:37Z 10.7K followers, 3378 engagements

"Now that $TIGR released the ER date can everybody chill again I think $TIGR is way too cheap here. Disclaimer: Im long. Bear thesis: peak earnings and"
X Link 2025-11-20T12:41Z 10.7K followers, 2696 engagements

"Constellation Software broke its decade-long uptrend A rare break below for $CSU As I'm learning often the longer and steeper the uptrend (multiple years without a XX% decline in the case of CSU; highly unusual) the more violent the reversion tends to be when it finally breaks"
X Link 2025-11-21T17:34Z 10.7K followers, 9394 engagements

"I very strongly resonate with @Jake___Barfields investment philosophy and so of course I enjoy the podcast below very much. Strong @JohnHuber72 and @mjmauboussin influence is very apparent. I hope I will have Jake on my podcast maybe sometime next year to chat $Inpst $wise and Timee"
X Link 2025-11-24T16:31Z 10.7K followers, 1325 engagements

"Im sharing my entire portfolio today (from smallest to largest position). No fluff. No hand-waving. No narratives. Just: Why I own what I own. A concise thesis for every position 1) Timee $215A"
X Link 2025-11-25T11:48Z 10.7K followers, 20.4K engagements

"Full investment thesis: "Timee Inc. A XX% CAGR Setup In One of Japan's Most Misunderstood Stocks""
X Link 2025-11-25T11:48Z 10.7K followers, 2431 engagements

"2) Edenred - $Eden"
X Link 2025-11-25T11:48Z 10.7K followers, 3059 engagements

""A XX% CAGR Setup in Europe Right Now How Regulatory Fear Has Crushed Edenred's Stock""
X Link 2025-11-25T11:48Z 10.7K followers, 2350 engagements

""Not All Reinvestment Is the Same: How Two Companies Reinvented Growth Strategies""
X Link 2025-11-25T11:48Z 10.6K followers, 1764 engagements

"8) Ashtead Technology - $AT.L"
X Link 2025-11-25T11:49Z 10.6K followers, 1946 engagements

""Trading Below XX Earnings Compounding at XX% One of the Highest-Quality Industrial Models You Can Still Buy Cheap""
X Link 2025-11-25T11:49Z 10.7K followers, 1747 engagements

"9) Wise - $WISE"
X Link 2025-11-25T11:49Z 10.7K followers, 1870 engagements

"Entry points matter. Ill working on my timing skills in the future - have been a fundamentals only guy. All four stocks were added this year. My entry prices in InPost and Timee were at roughly current levels. Timee is tiny. I bought a first small tranche of Edenred at around XX and then doubled down at XX - still a small position though. Recent developments in Brazil were not ideal - not a super high conviction hold but seems too cheap to me. 2026 will be a bit of a transition year so dont expect the stock to turn around anytime soon in those market. Similarly CMG has been a disappointing"
X Link 2025-11-25T18:29Z 10.7K followers, XXX engagements

"On Sunday I'm going to sit down with Mike to chat about all things $WISE. I can't wait because he's the most knowledgeable Wise investor I know"
X Link 2025-11-26T16:45Z 10.7K followers, 9920 engagements

"$WISE is trading close to its EV/Sales September 2024 lows. Is $WISE cheap here"
X Link 2025-11-27T19:50Z 10.7K followers, 4089 engagements

"@HSqueeze41963 It seems to be a meaningfully bigger business today too:"
X Link 2025-11-30T11:15Z 10.6K followers, XXX engagements

"Just finished recording We ended up talking for around two hours of which maybe XX minutes were recorded. This was a ton of fun () and I'm sure those interested in or following the $WISE thesis will find a lot of value in what Mike shared"
X Link 2025-11-30T20:56Z 10.7K followers, 5376 engagements

"Some companies pay high dividends. Some reinvest everything. But the one thing that actually matters Total return Great breakdown from @honest_math"
X Link 2025-12-01T11:45Z 10.6K followers, 1627 engagements

""Wise Receives Conditional Regulatory Approval to Launch in South Africa Marking Companys First License in Africa" - $WISE"
X Link 2025-12-02T14:52Z 10.7K followers, 4308 engagements

"Only XX% of post-pivot $HFG cohorts are retained after five months. So while in theory HelloFresh's business is a subscription-based business model it doesn't reap the rewards of this beautiful business model. Put differently unlike other recurring-subscription-revenue models HelloFreshs business is only in theory recurring with churn levels that effectively reset the customer base every few months"
X Link 2025-12-03T18:52Z 10.6K followers, 6792 engagements

"Do we know whether Rob Vinall's partner Andreas Lechner is still invested in HelloFresh I think he's a great investor just to be clear so if he's seeing value at these levels and still holding that'd be an interesting clue. $HFG"
X Link 2025-12-03T19:01Z 10.6K followers, 2500 engagements

"Quick update: I've been working hard on my HelloFresh $HFG deep dive but it will only drop next week as my family is coming over this weekend and I'm maybe halfway through right now. It's a fun one"
X Link 2025-12-05T14:33Z 10.7K followers, 2424 engagements

"Portfolio composition as of today 👇🏻 $WISE $IBKR $AT.L $BKHT $ZAL $TIGR $CMG.TO $EVO $EDEN $215A You can find deep dives and/or strategic stock commentary on all of the names on my blog"
X Link 2025-10-09T17:09Z 10.7K followers, 2591 engagements

"LVMH is finally back to (at least some) "growth" after many consecutive quarters of revenue declines $LVMH The beginning of the turnaround"
X Link 2025-10-14T15:50Z 10.7K followers, 10.9K engagements

"Ashtead Technologys short position continues to increase. It used to be the most shorted stock on the AIM before the recent uplisting. $AT.L"
X Link 2025-10-17T15:58Z 10.7K followers, 2102 engagements

"Wise reported H1 results today - $WISE Slowing revenue growth may be slightly concerning. EBT down YoY won't excite investors either. Interest income down YoY (as expected). What stood out to me are administrative expenses up 27%. Not sure what exactly is driving this While all of this may look slightly worrying at first glance the key business KPIs are still trending in the right direction. ✅ Active customers increased by XX% 🚀 Customer holdings up XX% ✅ XX% of payments were instant in the latest quarter. ✅ Cross-border volume has grown 24%"
X Link 2025-11-06T09:19Z 10.7K followers, 3112 engagements

"I just published a deep dive on Fever-Tree ✅ Royalty income with near-100% margins. ✅ Distribution leverage via Molson Coors. ✅ A balance sheet full of cash. $FEVR is no longer just a beverage stock its turning into a consumer-IP business with best-in-class economics. Why not adopt a similar model in Europe Celsius-like reach royalty-like margins. $CELH Link below"
X Link 2025-11-07T14:55Z 10.7K followers, 1428 engagements

"I just published a comprehensive portfolio update on the blog: ✅ Why I sold one stock despite a cheap valuation ✅ Detailed updates on Wise & InPost after their latest results ✅ What to make of Ashtead Technologys high short interest ✅ Three stocks I added to this week Read it here (link below):"
X Link 2025-11-09T13:09Z 10.7K followers, 2821 engagements

"Rochons ResMed purchase may be worth your attention $RMD"
X Link 2025-11-15T22:34Z 10.7K followers, 12.9K engagements

"NEW PODCAST EPISODE IS LIVE A deep dive into $Wise stablecoins & the future of cross-border payments with @moneyflowinvest Moat metrics misperceptions uplisting valuation everything. Tune in now (on Spotify Apple Substack -- link below)"
X Link 2025-12-01T15:31Z 10.7K followers, 5116 engagements

"HelloFresh's net income margin development over the last five years isn't particularly confidence-boosting. $HFG"
X Link 2025-12-03T15:27Z 10.7K followers, 7143 engagements

"I was reading $TIGR's earning call transcript yesterday. Below you find the key passages that stood out to me (discl.: I'm long): On account growth account quality and geographic expansion: ✅ "We have maintained our strategy of prioritizing user quality and product experience which has further improved our ROI and laid a solid foundation for ongoing profit growth. -- I discussed this in my deep dive; it's part of the investment thesis ✅ As of today we've already achieved our annual guidance of acquiring 150000 newly funded accounts. -- This means they already added at least another 18000"
X Link 2025-12-05T15:08Z 10.7K followers, 2758 engagements

"Interactive Brokers revenue over time - $IBKR In the aftermath of the GFC revenue got cut in half as trading volumes cratered and interest income nearly vanished as rates were slashed. A double whammy for a brokerage business. But this couldnt stop its long-term destiny"
X Link 2025-12-06T07:42Z 10.7K followers, 2465 engagements

"This is why time in the market beats almost everything. XX% doesnt look spectacular in year X. It looks ridiculous in year 30"
X Link 2025-12-06T15:49Z 10.7K followers, 29.2K engagements

"Some thoughts on the returns HelloFresh earned on the M&A side with a focus on the RTE side: Evaluating the returns HelloFresh has earned on the Factor acquisition is difficult because the Group still reports inconsistent profitability and the RTE segment remains loss-making. Hence a clean ROI calculation is highly speculative at this stage. What we can say however is that the current RTE segment is to a large extent the direct result of the Factor and Youfoodz acquisitions. At the time of the Factor deal the business was projected to generate roughly $100m of 2020 revenue against a $277m"
X Link 2025-12-07T20:28Z 10.7K followers, 1464 engagements

"1500 people listened to my conversation with @moneyflowinvest on $WISE already. That's fantastic. Thanks for tuning in"
X Link 2025-12-08T15:08Z 10.7K followers, 2379 engagements

"One of my favorite parts of equity analysis at the moment is digging into what the balance sheet tells you about the business operations"
X Link 2025-12-08T16:44Z 10.7K followers, 1951 engagements

"Today roughly eight years into my investing journey marks the day I started drawing lines on charts . $CSU $NVO $MNDY $AT.L"
X Link 2025-11-21T12:38Z 10.7K followers, 4046 engagements

"$HFG acquired Factor for $XXX million which represents roughly XX% of HFGs market cap). At the moment of acquisition (2020) Factor was on pace to generate roughly US $XXX million in full-year revenue (roughly XXX% of today's HelloFresh 9M annualized topline)"
X Link 2025-11-30T09:26Z 10.7K followers, 10.9K engagements

"Is Azelis really worth one's time $AZE At first glance this feels like a slow-growth low-margin decently "moaty" business. But slow growth coupled with low margins (unless there's a really high inventory turnover) usually puts you in the "just going to pass on this" bucket unless the stock trades at a single-digit multiple. Is future growth going to materially pick up What gives you confidence on that"
X Link 2025-09-28T13:21Z 10.7K followers, 2735 engagements

"Looking for the highest-quality businesses you know in the $500M$10B market cap range that trade at fair or cheap valuations. Looking for ideas that are still small enough to compound meaningfully but already show clear signs of quality. Go 👇🏻"
X Link 2025-11-08T16:38Z 10.7K followers, 17.9K engagements

"Ashtead Technology dropped almost -X% yesterday. I'd expect a period of heightened volatility for a while with forced fund flows (due to the uplisting) driving short-term share price performance. I believe Ashtead can (easily) be a multi-bagger over the next 5-10 years. I expect solid business performance combined with an eventual re-rating. Let's hope I'm right"
X Link 2025-10-07T13:39Z 10.7K followers, 1046 engagements

"As Robert Vinall's Business Owner Fund moved to Axxion we get slightly more insights into his current holdings. Carvana makes up a fifth of the portfolio $CVNA $PRX essentially a bet on $TCEHY is at XXXX% $META comes in at a XX% weight $WIX is a XXX% position. The Norwegian oil company represents roughly X% EDIT: Just realized the Netherlands exposure is Prosus"
X Link 2025-10-19T09:03Z 10.7K followers, 4154 engagements

"I'm taking a look at HelloFresh SE right now and will put together a write-up on the blog. The stock is pretty damn cheap (or cheap-looking) at 0.15x sales but the million-dollar question is whether $HFG's business model is a viable one (if it is the upside is material) or whether it's worth zero"
X Link 2025-11-29T17:00Z 10.7K followers, 5248 engagements

"$TIGR is a founder-led company that operates in an above-average industry posted a XX% revenue CAGR over the last three years (70% YoY growth last quarter) it trades at a single-digit NTM earnings multiple and with XX% net income margins I believe the company has still material operating leverage left in the tank $FUTU has almost 2x those margins. What am I missing I just added a little more. Charts below show $HOOD $SAVE $BULL $ETOR $IBKR and some other peers"
X Link 2025-12-05T15:18Z 10.7K followers, 6677 engagements

"Universal Music Group is trading at its lowest EV/EBIT multiple since going public - $UMG Its share price can't gain any momentum (-7% since IPO). Net income doubled (15% CAGR) and revenue is up XX% (11% CAGR) since IPO"
X Link 2025-12-07T19:32Z 10.7K followers, 26.7K engagements

"The big news today is Todd Combs leaving Berkshire Hathaway for JPMorgan and with that the quiet end of the Ted and Todd era. One of Warren Buffetts two crown-prince investors is walking away from the responsibility (and prestige) of helping manage roughly $XXX billion of Berkshires equity portfolio ($267B as of Q3 + hundreds of billions on cash) to instead run JPMorgans new $XX billion Strategic Investment Group. That looks like a sharp step down in AUM. which immediately raises the uncomfortable question: What really happened inside Berkshire here Officially we can only speculate. But when"
X Link 2025-12-08T15:48Z 10.7K followers, 30.5K engagements

"Adding the final touches to my HelloFresh analysis $HFG. Today Morgan Stanley downgraded HelloFresh and reduced its price target to XXXX from XXXX per share sending the stock down X% at one point. I think the range of outcomes is very wide here but I will say that you don't need heroic assumptions for this to become a homerun from the current market cap (the figures below are 5-year CAGRs). You basically just need the business model to work"
X Link 2025-12-09T17:21Z 10.7K followers, 5239 engagements

"Topicus with quite a ride this year up XX% at one point XX% down since and flat for the year now - $TOI"
X Link 2025-12-09T20:24Z 10.7K followers, 12.5K engagements