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@abroninvestor Avatar @abroninvestor Andrew Brown Dynastic Investor 🇦🇺🏴󠁧󠁢󠁥󠁮󠁧󠁿

Andrew Brown Dynastic Investor 🇦🇺🏴󠁧󠁢󠁥󠁮󠁧󠁿 posts on X about $exoas, debt, $race, $bolpa the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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Social Influence #

Social category influence finance XXXX% stocks XXXX% luxury brands XXXX% automotive brands XXXX% countries XXXX%

Social topic influence $exoas #10, debt 1.04%, $race #1817, $bolpa #8, $vivpa #4, $hmcax #1, iveco #97, $umgas #4, $halas #1, $uhrsw XXXX%

Top accounts mentioned or mentioned by @east72dynasty @specsitscapmgmt @ignore89039500 @foxcastlehold @galumay @ausbiztv @10footinvestor @equitymates @east72holdings @nrossett @sebgreenway @avidcommentator @samstrades @88888saccount @bakesview @berthonjones @pandavalue @michaelgielkens @adegranvilliers @luchesiphilippe

Top assets mentioned Ferrari N.V. (RACE) MANCHESTER UNITED PLC (MANU) Virtu Financial, Inc. Class A (VIRT) Carlyle Group, Inc. (CG) Carlisle Companies, Inc. (CSL) Fair Isaac, Corp. (FICO) News Corp Class B (NWS) Carvana Co. (CVNA)

Top Social Posts #

Top posts by engagements in the last XX hours

"If there was a more singularly useless earnings call in recent times than $GQG.AX - NOT because of the company - but the "I'm a sell side analyst and I have to show I'm on the call by asking a stupid question" I must have missed it. Half an hour of my day on Q&A I won't get back. The folks at the company must bang their heads against a wall off camera. Shares are at a fascinating juncture but of course the IPO in 2021 was excessively priced (to the benefit of $PAC.AX) FUM doubled since shares are lower as "proper" P/E adjusting out performance fees has halved. Value trap or great opportunity"
X Link @abroninvestor 2025-08-22T01:04Z 7376 followers, 2512 engagements

"There is much activity in the $BOL.PA galaxy at present after some hurried decision making backfired (the structure of the $VIV.PA split). Now the AMF has changed its mind after the event (Bollor did control VIV apparently) together with extreme stinginess on the Rivaud takeouts. Plus a gut feel that $UMG.AS may be perceived by the group as well priced. If your head is spinning may I commend two substacks: @graoully_1774 (Graoully on substack) explaining the $VIV.PA situation with great clarity and @FoxCastlehold (substack French Hidden Champions) on the numerous self control loops in the"
X Link @abroninvestor 2025-07-22T22:45Z 7377 followers, 4522 engagements

"Market value is $708million for the three listeds. No the $130m debt is ALL in CPF (BEFORE the acquisitions post balance date) But only around $40m of the $120m cash belongs to $HMC.AX as $80m is in CPF. So rough NAV at market is $XXX for the X REITS $247m for the XX% of CPF $40m cash = $995m/412.6m shares = $XXXX a share"
X Link @abroninvestor 2025-10-09T23:46Z 7377 followers, XXX engagements

"As a guide a bunch of European holdcos with funds businesses like Eurazeo 28bn fum and Wendel 39bn fum trade respectively at XX% and XX% DISCOUNT to NAV - so $HMC.AX at XX% premium and $18bn of fum doesn't stack up IMHO. Why people paid $XX for it is beyond comprehension"
X Link @abroninvestor 2025-10-10T00:00Z 7377 followers, XXX engagements

"$BOL.PA $VIV.PA $UMG.AS Interesting piece on Tay-Tay catalogue repurchase"
X Link @abroninvestor 2025-06-04T23:59Z 7377 followers, 1949 engagements

"$HAL.AS - a lot of one off benefits in the numbers but Boskalis is running hard & ditching the Aussie towage business. Big XX% gain in $SBMO.AS and XX% in $TE.PA helping NAV to grow + the $VPK.AS initiatives. Shares +5% The vd Vorms aren't dead - they were just sleeping. Long"
X Link @abroninvestor 2025-08-29T14:05Z 7377 followers, 1412 engagements

"The @East72Dynasty quarterly report to September is now out. Comments on $BOL.PA a lengthy piece on $EXO.AS and a more optimistic take on $UHR.SW plus the very definition of a value trap: $MANU"
X Link @abroninvestor 2025-10-05T23:39Z 7377 followers, 6036 engagements

"Some of the unwind of the passive madness in Australia's equity market has been very pronounced over the course of 2025. Some of that was accompanied by "it's a great company forget the price set and forget". The $FICO idea if you will. You've seen $CSL yesterday and a few others. One of Australia's best managed best culture businesses reports Monday but is currently trapped in deep cyclical (structural) headwinds in its two key markets and the shares have HALVED in the past 11months. Why because when you pay 26x EV/peak EBITA (for the time being) for a plumbing distributor and EBITA is now"
X Link @abroninvestor 2025-08-19T23:58Z 7377 followers, 2816 engagements

"Ever since I wrote about $MANU as a value trap the team has started playing better football (Sunday was really good) winning & the stock is up XX% on sketchy takeover speculation. 🤔🤔"
X Link @abroninvestor 2025-10-21T01:52Z 7377 followers, 1655 engagements

"PS Harajuku Swatch $UHR.SW had MoonSwatches yesterday (5 of XX models including Saturn but not Jupiter or Neptune). Best "arbitrage" was Nikka Single Malt Miyagikyo at 4400 from "organic" shop at Shimo-Kitazawa metro versus 10000 at airport duty free & A$155 (14000) here"
X Link @abroninvestor 2023-04-17T06:34Z 7376 followers, 1358 engagements

"$VIV.PA thread why is it so interesting but how reliant on football rights is it In 2024 investors hope - but not guaranteed - that the "controllers" (define how you like but probably has the surname "Bollor") - start to clean up the structure in an appropriate fashion. 1/7"
X Link @abroninvestor 2023-12-05T05:50Z 7375 followers, 8980 engagements

"@puppyeh1 Don't think you're wrong but the big change is that API is now controlled by Wesfarmers and $WOW.AX keep wanting in (but screwing up). The whole CW/ $HMC.AX super connected & media glowing"
X Link @abroninvestor 2023-12-11T00:51Z 7375 followers, XXX engagements

"$PPT.AX there appears to be some evidence that the Perpetual board are spending shareholders money on expensive proxy advisers like Sodali to fight Rodney Forrest. If that's the case the ex-Chair of ASIC Tony d'Aloisio might have some explaining to do in his role as Perpetual Chair since what they are doing is arguably ILLEGAL. (Advance Bank vs FAI). IMHO D'Aloisio should explain carefully or quit immediately"
X Link @abroninvestor 2024-09-28T04:11Z 7375 followers, 1960 engagements

"$DIE.BR transaction between Belron holders - makes D'Ieteren look very cheap cf our breakout at end September"
X Link @abroninvestor 2024-10-31T08:49Z 7376 followers, 2836 engagements

"2am Aussie time tomorrow morning - LVMH results $MC.PA more interesting than usual given some chinks if light at Swatch (for example)"
X Link @abroninvestor 2025-07-24T07:55Z 7374 followers, 1070 engagements

"The biggest publicly listed player in this space is Virtu $VIRT which currently does net trading income of US$2billion before overheads to put Jane Street in context - about 18x MORE than $VIRT in Q2"
X Link @abroninvestor 2025-09-04T05:16Z 7376 followers, 1996 engagements

"$NWS very logical in the end - but won't really solve the discounts"
X Link @abroninvestor 2025-09-08T22:46Z 7375 followers, 1051 engagements

"$EXO.AS Agnelli's proceeding slowly but surely - NAV+dividends = 14%pa since 2015. More opaque with more unlisted but $RACE down to XX% of gross NAV. If they do nothing will be pro-forma debt free post Iveco. Another buyback down the track - if you plot NAV/share versus net NAV the gap is perceptibly wide illustrating capital management. Estimated NAV/share at last night = XXX so XX% discount. Crazy that it is the same as some of the detritus of Euro holdcos in France and Belgium. Long"
X Link @abroninvestor 2025-09-18T03:38Z 7376 followers, 3740 engagements

"Sorry for the late reply. Bear case is that they haven't grown like the unlisted competition and everyone knows a lot about them as the only listed US player in liquidity provision. Only one listed peer $FLOW.AS and analsysts don't cover $VIRT that well (its a sort of competitor). Perception of excessively volatile earnings. All listed players in the adjacent inter dealer broker space are low P/E stocks - perception of blow-ups. $VIRT bought Knight Capital after it exploded on a single day. I have a core holding in the shares and will put up with volatility. Eventually I believe the company"
X Link @abroninvestor 2025-09-25T22:00Z 7376 followers, XXX engagements

"$EXO.AS the biggest positive change in value for Exor between Dec XX - XX June XX was Iveco $IVG.MI 541million then Ferrari $RACE 378million. So what was #3 at an estimated 147million Unless you know where to look you'll never get it"
X Link @abroninvestor 2025-09-27T07:32Z 7376 followers, 1555 engagements

"Amazingly something as bizarre as $CVNA was the third biggest individual contributor to $EXO.AS increase in value in first six months of 2025. Dont think theres any reference to it"
X Link @abroninvestor 2025-09-27T12:37Z 7376 followers, 1456 engagements

"$HAL.AS The German prothesis manufacturer Ottobock is listing to help repay Carlyle Group $CG and others loan to Nader Holding the private parent company (believe $MQG.AX involved here too) of 1.1billion (PIK) drawn in 2024 to buy back XX% of Ottobock from $EQT.ST about 582m pre fees going to Nader. Assuming no debt in Ottobock (NOT THE CASE - no financials for Ottobock SE & Co. KGaA filed since 2021) so we have to await the prospectus for an EV/EBITDA figure. But it will be a minimum 12.5x . $HAL.AS carry their XXXX% of Auxilium (about a quarter the size) at EV/EBITDA of 3.9x - just a minor"
X Link @abroninvestor 2025-09-29T07:28Z 7376 followers, 3938 engagements

"@JeffWeniger Mid 30's multiples (except $CG) of business value (Cap - NTA) to FRE plus hefty % of either fee earnings fum or total fum. Just hit an air pocket where any issues (hello private credit delinquencies) will compound"
X Link @abroninvestor 2025-10-08T21:31Z 7376 followers, 4083 engagements

"$EXO.AS after the fall in $RACE nearly matched by Exor updated NAV is XXXXXX at full market value of which XXX is listed equities (see through for $BIM.PA) XXXXX for unlisted XXXX for other XXXXX for effective cash including Iveco and (18.70) for debt and capitalised costs. XXXX% discount at prevailing XX stock price. Long"
X Link @abroninvestor 2025-10-09T23:22Z 7376 followers, 1839 engagements

"re $EXO.AS some of the GROTESQUE (and lazy) mis-reporting on the proposed Lady Rothschild divestment of her stake in @TheEconomist - looking at you @business and @Reuters and as for these @axios 🤡🤡- She owns XX% of ONE CLASS of shares not XX% of the business. That class of shares has strong voting rights but her stake has a XXXX% ECONOMIC interest in the business which IS worth 650million. Based on what Exor paid for their equivalent 1.26million "B" shares in 2015 (59.5m or XXXXX a share) she might get 12million ish (YES TWELVE) which is all really for the voting rights) not the crazy"
X Link @abroninvestor 2025-10-09T23:40Z 7376 followers, 1522 engagements

"@dlitten4 Discount is still XX% on that basis. You could also argue that via Exor you are buying RACE at X since there's 100net per share (before last night) of OTHER assets against an XX price. Why I am a very happy holder of $EXO.AS"
X Link @abroninvestor 2025-10-11T00:01Z 7376 followers, XXX engagements

"$RACE $EXO.AS dont want to be paying Horner with my $ John thank you very much. @IanSlaterPhoto1"
X Link @abroninvestor 2025-10-17T08:51Z 7376 followers, 2089 engagements