@chartdummie barrenwuffett
barrenwuffett posts on X about breakout, $bbwi, $fmc, $zim the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -59%
- [--] Month [-----] -43%
- [--] Months [------] +1,560%
Mentions: [--] #
- [--] Months [---] +269%
Followers: [---] #
- [--] Week [---] +3%
- [--] Month [---] +10%
- [--] Months [---] +42%
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Social Influence
Social category influence stocks 53% finance 25% cryptocurrencies 15% technology brands 7% countries 4% fashion brands 1% automotive brands 1%
Social topic influence breakout 14%, $bbwi 10%, $fmc 8%, $zim 8%, cash flow 7%, flow 7%, strong 6%, business 6%, in the 6%, $moh 6%
Top accounts mentioned or mentioned by @fromvalue @caesarcapitalz @simplywallst @sama @pipnet @mrderivatives @3orovik @billackman @nicrypto @shanaka86 @jseinvest @nikoliasgoninus @zeecontrarian1 @seantho98192182 @adamkhootrader
Top assets mentioned Bath & Body Works Inc (BBWI) FAME AI (FMC) ZIM Integrated Shipping Services Ltd. (ZIM) Molina Healthcare, Inc. (MOH) Bausch�Health�Companies�Inc. (BHC) MongoDB, Inc. (MDB) Centene Corp (CNC) PolkaBridge (PBR) Global Payments Inc (GPN) Transocean LTD. (RIG) Hims & Hers Health, Inc. (HIMS) Trade Desk, Inc. (TTD) Snap, Inc. (SNAP) Metadium (META) Bitcoin (BTC) Fiserv Inc (FISV) VeChain (VET) Bausch & Lomb Corp (BLCO) Davita Inc (DVA) PETROLEO BRASILEIRO S.A.-PETROBRAS ADS (PBR) GlobalFoundries (GFS) Coupang, Inc. (CPNG) Duolingo, Inc. (DUOL) ALLISON TRANSMISSION HOLDINGS, INC. (ALSN) Owens Corning (OC)
Top Social Posts
Top posts by engagements in the last [--] hours
"$FMC FMC has been extremely strong the last few days. Potentially building a flag now to take a breath. $FMC Breakout from the wedgepicture-perfect setup. https://t.co/gNHA5sJZE6 $FMC Breakout from the wedgepicture-perfect setup. https://t.co/gNHA5sJZE6"
X Link 2026-01-14T15:10Z [---] followers, [---] engagements
"$FMC FMC breaking out of the long-term downtrend. If we see an operational turn-around the stock could be at 30$ by next year"
X Link 2026-01-21T14:52Z [---] followers, [---] engagements
"$PBR Petroleo Brasileiro is a low risk energy play. Fundamentally undervalued and technically consolidating / breaking-out now"
X Link 2026-01-21T15:00Z [---] followers, [---] engagements
"The smell of a good short $MDB $MDB Gap closed ☑ https://t.co/lsrs9pLOyU $MDB Gap closed ☑ https://t.co/lsrs9pLOyU"
X Link 2026-02-04T18:04Z [---] followers, [--] engagements
"The problem with growth and valuation is that people just extrapolate it into the future indefinitely"
X Link 2026-02-11T15:18Z [---] followers, [--] engagements
"Coal is hated so much it looks like a hood buy. Thungela Resources"
X Link 2026-02-11T19:52Z [---] followers, [---] engagements
"$ZIM 🚢 ZIM Integrated Shipping ($ZIM): Deep Value Anomaly with a 25% p.a. Yield The market is pricing ZIM for collapse (P/E 2.06x P/TBV 0.53x) ignoring its superior 'Asset-Light' model & massive cash flow. ❌ NOT a Compounder: Its a cyclical commodity business with volatile returns & zero moat. ✅ TACTICAL STRONG BUY: Insane Yield: Expected Return 25% p.a. at current price level even after recent run-up Cash Floor: $1.95B in cash/securities provides a huge liquidity buffer. Hidden Safety: High "Debt" (1.41x D/E) is mainly IFRS [--] Lease Liabilities which provide operational flexibility to shed"
X Link 2025-11-29T08:56Z [---] followers, [----] engagements
"$BBWI Best set-ups come when sentiment is low 🎯 $BBWI The market seems to be pricing in extreme value destruction: -5% FCF decline for the next [--] years and a 14% discount rate (to reflect financial distress). Even during COVID the company generated $2.8 per share in cash flow (18% yield at current price). ROIC has https://t.co/2JkSYKm0hT $BBWI The market seems to be pricing in extreme value destruction: -5% FCF decline for the next [--] years and a 14% discount rate (to reflect financial distress). Even during COVID the company generated $2.8 per share in cash flow (18% yield at current"
X Link 2026-01-08T16:38Z [---] followers, [---] engagements
"$TALO TALOS Energy with a nice break-out of the flag"
X Link 2026-01-14T15:05Z [---] followers, [--] engagements
"$GFS took some time but the intel sympathy trade would have played out 💾 $GFS finally getting some attention now. 9.7% Pre-Market. https://t.co/Dt8igBjdtx $GFS finally getting some attention now. 9.7% Pre-Market. https://t.co/Dt8igBjdtx"
X Link 2026-01-22T06:16Z [---] followers, [---] engagements
"@FromValue @simplywallst Whats their moat again"
X Link 2026-02-07T03:00Z [---] followers, [---] engagements
"@sama Storytelling before the IPO. Nice try Scam Altman"
X Link 2026-02-09T21:59Z [---] followers, [--] engagements
"@pip_net Was wirklich Brauchbares (auer Ankerkraut) hat er geleistet"
X Link 2026-02-09T23:30Z [---] followers, [---] engagements
"@Mr_Derivatives Late to the Party"
X Link 2026-02-11T18:52Z [---] followers, [--] engagements
"@3orovik @BillAckman Show me the incentive and I show you the outcome"
X Link 2026-02-12T11:40Z [---] followers, [--] engagements
"$RIG Transocean Ltd. With oil exploration in the Gulf of Mexico and potentially off the coast of Venezuela soon there will be a need for deepwater exploration and therefore drilling ships. $RIG has near-monopoly on a specific type of drilling ships (certain depths and pressures). If day rates pick up this stock will print its market cap. https://twitter.com/i/web/status/2008565435810107774 https://twitter.com/i/web/status/2008565435810107774"
X Link 2026-01-06T15:44Z [---] followers, [----] engagements
"$MDB Gap closed ☑ $MDB MongoDB - Short was a bit early. https://t.co/MslZt0Scxb $MDB MongoDB - Short was a bit early. https://t.co/MslZt0Scxb"
X Link 2026-02-03T19:22Z [---] followers, [---] engagements
"$CPNG Coupang I like products that travel well. How is Coupang supposed to grow outside Korea Valuation has always been too high"
X Link 2026-02-06T02:27Z [---] followers, [---] engagements
"And it became the sell the news event 🗞🎯 $MOH Molina going strong into earnings in feb - could become a sell the news event. https://t.co/p0XoPCLZPe $MOH Molina going strong into earnings in feb - could become a sell the news event. https://t.co/p0XoPCLZPe"
X Link 2026-02-06T02:29Z [---] followers, [--] engagements
"$HIMS HIMSs getting smoked by trying to play David vs Goliath Good to see stocks getting hammered that dilute their shareholders"
X Link 2026-02-06T23:12Z [---] followers, [---] engagements
"Faster than expected - still no buy here. $TTD Not going to touch it before it goes under $27. https://t.co/gM4osQH1jq $TTD Not going to touch it before it goes under $27. https://t.co/gM4osQH1jq"
X Link 2026-02-06T23:14Z [---] followers, [--] engagements
"FAFO $SNAP $SNAP Best thing for Snap would be to be acquired by $META or another player in the space. Negative ROIC shareholder dilution etc. While technically the set-up could promise a bounce and there has been massive volume I won't touch the stock. https://t.co/603enrUFBJ $SNAP Best thing for Snap would be to be acquired by $META or another player in the space. Negative ROIC shareholder dilution etc. While technically the set-up could promise a bounce and there has been massive volume I won't touch the stock. https://t.co/603enrUFBJ"
X Link 2026-02-06T23:15Z [---] followers, [---] engagements
"Can someone explain the moat $DUOL has Its a language learning app that anyone can replicate correct Stock price reflects that "
X Link 2026-02-07T02:17Z [---] followers, [---] engagements
"When does Bitcoin pay a dividend again Bitcoin is just hidden government financing. Bitcoin is just hidden government financing"
X Link 2026-02-07T16:25Z [---] followers, [--] engagements
"Lanxess $LXS [--] to [--] 🎯✅ $LXS Lanxess AG Currently undervalued Fair Value at least [--]. Could be a good entry for a swing-trade now. https://t.co/4k7zPV9AMK $LXS Lanxess AG Currently undervalued Fair Value at least [--]. Could be a good entry for a swing-trade now. https://t.co/4k7zPV9AMK"
X Link 2026-02-10T12:05Z [---] followers, [--] engagements
"Love the Petrobras Setup $PBR $PBR This had a massive run since October 🎯🛢⛽ $PBR This had a massive run since October 🎯🛢⛽"
X Link 2026-02-11T14:45Z [---] followers, [--] engagements
"Nice BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading https://t.co/kK2BLQkE3t BLOCKFILLS HALTS WITHDRAWALS AMID CRYPTO TURMOIL Susquehanna-backed crypto lender BlockFills has suspended client deposits and withdrawals citing recent market volatility. The Chicago-based firm which serves [----] institutional clients and handled $60 bn in [----] trading https://t.co/kK2BLQkE3t"
X Link 2026-02-11T15:19Z [---] followers, [--] engagements
"Many finfluencers wont stay long in this markt"
X Link 2026-02-12T16:20Z [---] followers, [--] engagements
"Close to 50% + $RIG Transocean Ltd. With oil exploration in the Gulf of Mexico and potentially off the coast of Venezuela soon there will be a need for deepwater exploration and therefore drilling ships. $RIG has near-monopoly on a specific type of drilling ships (certain depths and https://t.co/yAjnTjDBIU $RIG Transocean Ltd. With oil exploration in the Gulf of Mexico and potentially off the coast of Venezuela soon there will be a need for deepwater exploration and therefore drilling ships. $RIG has near-monopoly on a specific type of drilling ships (certain depths and https://t.co/yAjnTjDBIU"
X Link 2026-02-13T18:45Z [---] followers, [--] engagements
"@nicrypto Its still more dollars chasing the same amount of goods"
X Link 2025-11-09T18:53Z [---] followers, [----] engagements
"$ZIM First attempt to break out of the long-term wedge while institutions seem to pile in $ZIM Integrated Shipping Assuming $7 FCF per share (the lowest in the past [--] years) 2% growth for the next [--] years -2% growth for the following [--] years and a 15% discount rate we arrive at a fair value of $45 which is 297% above current levels. Book value stands at https://t.co/b2SUkUr5Z6 $ZIM Integrated Shipping Assuming $7 FCF per share (the lowest in the past [--] years) 2% growth for the next [--] years -2% growth for the following [--] years and a 15% discount rate we arrive at a fair value of $45 which"
X Link 2025-11-13T14:47Z [---] followers, [----] engagements
"@shanaka86 Bro chill. Its below 0.4% of Berkshires market cap"
X Link 2025-11-15T12:07Z [---] followers, [---] engagements
"$BBWI The market seems to be pricing in extreme value destruction: -5% FCF decline for the next [--] years and a 14% discount rate (to reflect financial distress). Even during COVID the company generated $2.8 per share in cash flow (18% yield at current price). ROIC has declined but remains 14%. With a 70% reinvestment rate the company continues to create value contradicting the destruction thesis. My fair value estimate is $20 implying 10% annualized return even at that price and a 34% margin of safety. Add a $0.8 dividend per share (5.5% yield) ongoing buybacks and institutional accumulation."
X Link 2025-11-24T11:10Z [---] followers, [---] engagements
"$BBWI And up we go 🕯🚀 $BBWI The market seems to be pricing in extreme value destruction: -5% FCF decline for the next [--] years and a 14% discount rate (to reflect financial distress). Even during COVID the company generated $2.8 per share in cash flow (18% yield at current price). ROIC has https://t.co/2JkSYKm0hT $BBWI The market seems to be pricing in extreme value destruction: -5% FCF decline for the next [--] years and a 14% discount rate (to reflect financial distress). Even during COVID the company generated $2.8 per share in cash flow (18% yield at current price). ROIC has"
X Link 2025-11-25T21:09Z [---] followers, [--] engagements
"$ZIM Nice break-out bull-flag and further acceleration. Short-Squeeze possible and still undervalued. Still undervalued till [--] - 45$. Prepare for some pull-backs along the way. $ZIM First attempt to break out of the long-term wedge while institutions seem to pile in https://t.co/mVh2KpdrMU $ZIM First attempt to break out of the long-term wedge while institutions seem to pile in https://t.co/mVh2KpdrMU"
X Link 2025-11-25T21:11Z [---] followers, [----] engagements
"$ZIM Time for a nice short squeeze on this one 🍋 Latest $ZIM rumors is a new bid is in higher than the $20 from the mgmt bid 🔥🔥 https://t.co/nt7LIKYicU Latest $ZIM rumors is a new bid is in higher than the $20 from the mgmt bid 🔥🔥 https://t.co/nt7LIKYicU"
X Link 2025-11-26T16:23Z [---] followers, [---] engagements
"While the market is high there are still some attractively valued stocks with a great risk / reward profile. $JD. $GMAB $ALSN $OC $SHOFF $MOH $BMY $DAC $DEC $WAWIF $SNDVF $HOG $MGPI $AOS $TALO $BOSS $BBWI $ZIM $ES $FMC $BHC $CIVI $LEN $FISV"
X Link 2025-11-27T07:00Z [---] followers, [---] engagements
"📉 $BBWI: Deep Value or Value Trap Bath & Body Works ($BBWI) is priced for disaster (P/E 4.79x FCF Yield 30%) after cutting guidance & falling near 52-week lows. ❌ NOT a Compounder: Moat is narrowing due to "dupes" & increased promotion. Debt is high ($3.9B). Long-term growth is uncertain. ✅ DEEP VALUE Opportunity: Cash Floor: $946M TTM FCF provides massive buyback power/debt service. Valuation: Intrinsic value models point to $35-$42/share (current price $15.56). Market expects earnings to collapse not just stabilize. Catalysts: CEO pivot (Amazon entry SKU simplification) risks"
X Link 2025-11-29T08:30Z [---] followers, [---] engagements
"$BBWI Great push 22% in a matter of days 📉 $BBWI: Deep Value or Value Trap Bath & Body Works ($BBWI) is priced for disaster (P/E 4.79x FCF Yield 30%) after cutting guidance & falling near 52-week lows. ❌ NOT a Compounder: Moat is narrowing due to "dupes" & increased promotion. Debt is high ($3.9B). Long-term https://t.co/SVUjJzk1ku 📉 $BBWI: Deep Value or Value Trap Bath & Body Works ($BBWI) is priced for disaster (P/E 4.79x FCF Yield 30%) after cutting guidance & falling near 52-week lows. ❌ NOT a Compounder: Moat is narrowing due to "dupes" & increased promotion. Debt is high ($3.9B)."
X Link 2025-12-01T14:54Z [---] followers, [--] engagements
"$BHC One of the most leveraged yet interesting turnaround plays in the market right now. Has traded in a wide range for the last [--] years and never really broke out but appears to be improving operations and the balance sheet. $BHC Paulson sent it again: https://t.co/DjfCr08Hoi $BHC Paulson sent it again: https://t.co/DjfCr08Hoi"
X Link 2025-12-02T17:00Z [---] followers, [---] engagements
"@JSE_Invest Tell them Marlie"
X Link 2025-12-08T10:48Z [---] followers, [---] engagements
"$ZIM Bull-Flag forming"
X Link 2025-12-11T16:52Z [---] followers, [----] engagements
"$MOH with a nice push Gap Close next. $CNC guys $MOH as predicted 🏥💸 https://t.co/HWlvZWI5MA $CNC guys $MOH as predicted 🏥💸 https://t.co/HWlvZWI5MA"
X Link 2025-12-11T17:01Z [---] followers, [--] engagements
"$FISV Breakout from consolidation. Insiders buying negative news fully priced in Turnaround in play Play via selling puts or buying stock"
X Link 2025-12-11T17:04Z [---] followers, [---] engagements
"$ZIM Nice break-out of the flag. Next levels would be around 24$ 29$ and 44$"
X Link 2025-12-23T06:43Z [---] followers, [---] engagements
"VERMILION ENERGY ($VET / $VET.TO) Here is the [----] thesis: [--] The Valuation Gap: $VET trades at 2.4x EBITDA. Peers trade at 3.5x - 4.0x. A simple mean reversion drives a 60%+ return. [--] Cash Flow Monster: Generating 20% FCF Yield at conservative $70 WTI / $12 TTF. The [----] budget is fully funded with a $300M surplus for buybacks. [--] The Strategic Pivot: The Westbrick acquisition changed the DNA. Production is now 78% North American. The "Euro-Risk" discount is outdated; the balance sheet is fixed (1.4x Net Debt/FFO). [--] Free Option: You are buying the stable North American base for cheap and"
X Link 2026-01-03T09:25Z [---] followers, [----] engagements
"Bausch Health ($BHC) Price: $7.21 Target: $14.25 Upside: 100% Status: Deep Value / Turnaround The market is pricing $BHC for insolvency. The data shows a stabilized operator with a massive valuation disconnect. Here is the breakdown. The Valuation Anomaly (SOTP) The math is currently broken: $BHC owns 88% of Bausch + Lomb ($BLCO). Value of $BLCO stake: $4.6B. Current $BHC Market Cap: $2.7B. The market is assigning a negative enterprise value to the remaining business (Salix Solta). Investors are effectively getting the core operations for free. De-Risked & Growing The "Patent Cliff" bear case"
X Link 2026-01-05T08:34Z [---] followers, [---] engagements
"$MOH Flag - Consolidation - Break-Out aaand almost Gap-Close. $MOH with a nice push Gap Close next. https://t.co/Ng6pqcbE1e $MOH with a nice push Gap Close next. https://t.co/Ng6pqcbE1e"
X Link 2026-01-05T17:21Z [---] followers, [---] engagements
"$CNC completely shooting through the roof 🎯 This was called in July - up 50%. $CNC Centene Corp. Establishing a first position in Centene before Earnings on Friday. Fundamentally significantly undervalued but what we want to see is a clear structure and consolidation of the stock price or MACD Divergence. https://t.co/6alAaCxBBM $CNC Centene Corp. Establishing a first position in Centene before Earnings on Friday. Fundamentally significantly undervalued but what we want to see is a clear structure and consolidation of the stock price or MACD Divergence. https://t.co/6alAaCxBBM"
X Link 2026-01-05T18:48Z [---] followers, [---] engagements
"$BOSS Hugo Boss AG Not the best setup yet but definitely worth watching"
X Link 2026-01-07T07:44Z [---] followers, [--] engagements
"$CNC When valuation matters $CNC Centene Corp. Establishing a first position in Centene before Earnings on Friday. Fundamentally significantly undervalued but what we want to see is a clear structure and consolidation of the stock price or MACD Divergence. https://t.co/6alAaCxBBM $CNC Centene Corp. Establishing a first position in Centene before Earnings on Friday. Fundamentally significantly undervalued but what we want to see is a clear structure and consolidation of the stock price or MACD Divergence. https://t.co/6alAaCxBBM"
X Link 2026-01-08T16:34Z [---] followers, [--] engagements
"$NOMD Nomad Foods Fair Value of $15 so 20% Margin of Safety"
X Link 2026-01-08T17:37Z [---] followers, [---] engagements
"$CMCSA Comcast - Nice breakout from the flag 🎯"
X Link 2026-01-12T10:28Z [---] followers, [---] engagements
"$MOH Diamond structure an onwards 🎯 $MOH Molina going strong into earnings in feb - could become a sell the news event. https://t.co/p0XoPCLZPe $MOH Molina going strong into earnings in feb - could become a sell the news event. https://t.co/p0XoPCLZPe"
X Link 2026-01-14T15:07Z [---] followers, [---] engagements
"$BHC Bausch Health Companies is building a nice flag pattern. We need a breakout from the wedge. A potential catalyst could be today's conference (January 14th). Bausch Health ($BHC) Price: $7.21 Target: $14.25 Upside: 100% Status: Deep Value / Turnaround The market is pricing $BHC for insolvency. The data shows a stabilized operator with a massive valuation disconnect. Here is the breakdown. The Valuation Anomaly (SOTP) The math is https://t.co/HLDwwmaLHg Bausch Health ($BHC) Price: $7.21 Target: $14.25 Upside: 100% Status: Deep Value / Turnaround The market is pricing $BHC for insolvency."
X Link 2026-01-14T15:08Z [---] followers, [---] engagements
"@FromValue @nikoliasgoninus Where's Duolingo's moat"
X Link 2026-01-19T15:13Z [---] followers, [--] engagements
"$OSCR The stock is probably not moving because shareholders are being diluted. Most retail investors likely don't look at financial statements"
X Link 2026-01-21T08:23Z [---] followers, [---] engagements
"$LYFT While it looks reasonably priced shareholders are getting diluted by about 7% per year. Given the winner-takes-all dynamic where $LYFT might be crushed by $UBER or $TSLA this falls into the "too hard" bucket. The best case for the stock is if it gets acquired"
X Link 2026-01-21T08:27Z [---] followers, [--] engagements
"Realtek Semiconductor Corp. Looks like and interesting semi stock. Definitely worth investigating"
X Link 2026-01-21T10:16Z [---] followers, [--] engagements
"$MDB I do not short stocks but MongoDB does not look good on this cliff. 🦘 Negative return on capital increasing share count. An optimistic fair value would be $150 assuming 15% growth for [--] years and a low discount rate of 6%. Fundamentals however tell a different story. Pros: No debt and $4 FCF lately. Not financial advice. https://twitter.com/i/web/status/2014264614612004972 https://twitter.com/i/web/status/2014264614612004972"
X Link 2026-01-22T09:11Z [---] followers, [--] engagements
"Good reaction so far $VET VERMILION ENERGY ($VET / $VET.TO) Here is the [----] thesis: [--] The Valuation Gap: $VET trades at 2.4x EBITDA. Peers trade at 3.5x - 4.0x. A simple mean reversion drives a 60%+ return. [--] Cash Flow Monster: Generating 20% FCF Yield at conservative $70 WTI / $12 TTF. The [----] https://t.co/yQX1yIjLeG VERMILION ENERGY ($VET / $VET.TO) Here is the [----] thesis: [--] The Valuation Gap: $VET trades at 2.4x EBITDA. Peers trade at 3.5x - 4.0x. A simple mean reversion drives a 60%+ return. [--] Cash Flow Monster: Generating 20% FCF Yield at conservative $70 WTI / $12 TTF. The 2026"
X Link 2026-01-23T19:38Z [---] followers, [---] engagements
"@CaesarCapitalz Revenue growth is not equal to value creation"
X Link 2026-01-25T19:02Z [---] followers, [--] engagements
"@CaesarCapitalz You might not know that revenue growth can destroy value"
X Link 2026-01-25T19:21Z [---] followers, [--] engagements
"$HP Helmerich & Payne (1) Fundamentally very attractive valuation (2) Volatility Contraction Pattern and Support/Resistance Flip (3) MACD Divergence"
X Link 2025-07-19T19:44Z [---] followers, [--] engagements
"$XTB Set-Up going into next week"
X Link 2025-07-27T12:54Z [---] followers, [---] engagements
"$XTB Set-Up holding up so far. Could go down if we see a rotation within the tech sector the next few weeks"
X Link 2025-08-30T12:34Z [---] followers, [---] engagements
"$BHC Bausch Health Companies offers an interesting situation. The approx. 88% stake in Bausch + Lomb should be worth $12.6/share at current market prices. Bausch Health Companies should be worth around $9/share with a conservative estimate of operating cash flows of approx. $0.85/share. The question remains if Bausch Health will: 1.) Sell the stake in BLCO to improve financial strength 2.) If BHC operations improve enough to handle the $56 (pre-sale BLCO stake) per share. Margin of Safety: - 40% to operating value of BHC - 75% to BLCO stake - 185% to operating value + BLCO stake and"
X Link 2025-11-02T16:57Z [---] followers, [---] engagements
"$DVA DaVita Healthcare is currently selling off strongly as it seems Buffett has to sell to keep his share below 45% of the total float. The technical setup is not the best yet but it is definitely worth watching"
X Link 2026-01-07T08:21Z [---] followers, [---] engagements
"$DVA Even though DaVita looks cheap on a fundamental basis the impact of GLP-1 drugs on the business will be very damaging. If you can prevent dialysis by taking a weight loss drug who in their right mind would go through the ordeal of dialysis"
X Link 2026-01-14T12:14Z [---] followers, [---] engagements
"Growth is just being valued - theres is no difference between value investing and other types of investing Charlie Munger on value vs. growth investing: https://t.co/mIqBjZrpqg Charlie Munger on value vs. growth investing: https://t.co/mIqBjZrpqg"
X Link 2026-01-29T12:30Z [---] followers, [--] engagements
"@ZeeContrarian1 Every bull market has it's clown"
X Link 2026-01-29T22:43Z [---] followers, [---] engagements
"$FXPO Ferrexpo PLC (1) Fundamentally attractive valuation: Strong dependence on developments in Ukraine (2) Volatility Contraction Pattern (3) MACD Divergence"
X Link 2025-07-19T20:03Z [---] followers, [---] engagements
"$ACGL Arch Capital Earnings Play Set-Up"
X Link 2025-07-26T10:59Z [---] followers, [---] engagements
"$PNDORA / Pandora"
X Link 2025-08-13T16:52Z [---] followers, [---] engagements
"$GSL Global Ship Lease Bull Flag forming could see $ [--] in [--] - [--] weeks. NFA"
X Link 2025-08-31T17:41Z [---] followers, [---] engagements
"$CNC with nice break-out $MOL Molina next"
X Link 2025-09-09T15:38Z [---] followers, [---] engagements
"$GSL Set-Up played out very well and we might be in for another shot now: $GSL Global Ship Lease Bull Flag forming could see $ [--] in [--] - [--] weeks. NFA. https://t.co/qNnXKtj11k $GSL Global Ship Lease Bull Flag forming could see $ [--] in [--] - [--] weeks. NFA. https://t.co/qNnXKtj11k"
X Link 2025-10-26T16:07Z [---] followers, [---] engagements
"$GSL There we go $GSL Set-Up played out very well and we might be in for another shot now: https://t.co/Vt2gMn04St $GSL Set-Up played out very well and we might be in for another shot now: https://t.co/Vt2gMn04St"
X Link 2025-10-28T20:50Z [---] followers, [---] engagements
"$BBWI Nice run-up and consolidation. Gap close next then a run-up to $25 seems realistic in the next 3-4 months"
X Link 2025-12-11T16:58Z [---] followers, [---] engagements
"$FMC is a global leader in crop protection. The stock has drawn down over 80% and currently trades at levels implying a near-insolvency scenario. The Bull Thesis Asymmetric Valuation: Current price $13.32. Models (DCF Multiples EVA) indicate a Fair Value of $19.00 $24.00. This implies an upside of 40% 80%. Asset Discrepancy: FMC has $3.7B tied up in Working Capital (inventory/receivables). This figure is more than double the current Market Cap ($1.66B). Normalizing the inventory cycle would release significant Free Cash Flow. Underrated Moat: Despite patent cliffs for its flagship product"
X Link 2025-12-29T21:28Z [---] followers, [----] engagements
"$BBWI Gap Close now onwards and upwards $BBWI Bath & Body Works Inc. Nice breakout from the flag and almost closing the earnings gap. https://t.co/MTsKVf1VkE $BBWI Bath & Body Works Inc. Nice breakout from the flag and almost closing the earnings gap. https://t.co/MTsKVf1VkE"
X Link 2026-01-06T14:57Z [---] followers, [---] engagements
"$FMC nice move out of the wedge - time to consolidate before earnings / Indian business sale as catalyst $FMC is a global leader in crop protection. The stock has drawn down over 80% and currently trades at levels implying a near-insolvency scenario. The Bull Thesis Asymmetric Valuation: Current price $13.32. Models (DCF Multiples EVA) indicate a Fair Value of $19.00 $24.00. https://t.co/wmScq735oh $FMC is a global leader in crop protection. The stock has drawn down over 80% and currently trades at levels implying a near-insolvency scenario. The Bull Thesis Asymmetric Valuation: Current price"
X Link 2026-01-06T15:01Z [---] followers, [----] engagements
"That escalated quickly $FMC $FMC nice move out of the wedge - time to consolidate before earnings / Indian business sale as catalyst https://t.co/6N9mSNpfSY $FMC nice move out of the wedge - time to consolidate before earnings / Indian business sale as catalyst https://t.co/6N9mSNpfSY"
X Link 2026-01-06T20:52Z [---] followers, [---] engagements
"$GPN Global Payments Inc. Definitely a watch at current levels"
X Link 2026-01-07T10:02Z [---] followers, [---] engagements
"$FMC Breakout from the wedgepicture-perfect setup. $FMC nice move out of the wedge - time to consolidate before earnings / Indian business sale as catalyst https://t.co/6N9mSNpfSY $FMC nice move out of the wedge - time to consolidate before earnings / Indian business sale as catalyst https://t.co/6N9mSNpfSY"
X Link 2026-01-08T16:08Z [---] followers, [----] engagements
"$FXPO This is your set-up should we see an agreement with Ukraine. NFA"
X Link 2025-08-19T07:39Z [---] followers, [---] engagements
"$BBWI Bath & Body Works Inc. Nice breakout from the flag and almost closing the earnings gap. $BBWI The market seems to be pricing in extreme value destruction: -5% FCF decline for the next [--] years and a 14% discount rate (to reflect financial distress). Even during COVID the company generated $2.8 per share in cash flow (18% yield at current price). ROIC has https://t.co/2JkSYKm0hT $BBWI The market seems to be pricing in extreme value destruction: -5% FCF decline for the next [--] years and a 14% discount rate (to reflect financial distress). Even during COVID the company generated $2.8 per"
X Link 2026-01-02T18:56Z [---] followers, [---] engagements
"$GPN Global Payments Inc. While the chart looks promising the fundamentals tell a different story. Growth seems capped in a very competitive market. For now it's on the watchlist but not a buy for me. $GPN Global Payments Inc. Definitely a watch at current levels https://t.co/Rf63Gty5ct $GPN Global Payments Inc. Definitely a watch at current levels https://t.co/Rf63Gty5ct"
X Link 2026-01-07T11:36Z [---] followers, [---] engagements
"@SeanTho98192182 Thank you for the assessment. Without knowing $GPN too well you can see it in the numbers. It has been overvalued for a long time and price is just adjusting to value now. Probably going down a bit more from here"
X Link 2026-01-13T06:16Z [---] followers, [--] engagements
"$BBWI Called weeks ago beautiful run-up. $BBWI Bath & Body Works Inc. Nice breakout from the flag and almost closing the earnings gap. https://t.co/MTsKVf1VkE $BBWI Bath & Body Works Inc. Nice breakout from the flag and almost closing the earnings gap. https://t.co/MTsKVf1VkE"
X Link 2026-01-14T15:16Z [---] followers, [---] engagements
"$FMC Onwards and upwards 👆 $FMC FMC breaking out of the long-term downtrend. If we see an operational turn-around the stock could be at 30$ by next year. https://t.co/SYaoK721m7 $FMC FMC breaking out of the long-term downtrend. If we see an operational turn-around the stock could be at 30$ by next year. https://t.co/SYaoK721m7"
X Link 2026-01-21T21:02Z [---] followers, [---] engagements
"$ZIM Integrated Shipping Assuming $7 FCF per share (the lowest in the past [--] years) 2% growth for the next [--] years -2% growth for the following [--] years and a 15% discount rate we arrive at a fair value of $45 which is 297% above current levels. Book value stands at $33. Highly volatile business and financials but the bear case seems priced in. https://twitter.com/i/web/status/1983612327959339458 https://twitter.com/i/web/status/1983612327959339458"
X Link 2025-10-29T19:10Z [---] followers, [----] engagements
"$LXS Lanxess AG Currently undervalued Fair Value at least [--]. Could be a good entry for a swing-trade now"
X Link 2025-12-01T11:48Z [---] followers, [----] engagements
"$MOH Molina going strong into earnings in feb - could become a sell the news event. $MOH Flag - Consolidation - Break-Out aaand almost Gap-Close. https://t.co/BM0s2jlEfg $MOH Flag - Consolidation - Break-Out aaand almost Gap-Close. https://t.co/BM0s2jlEfg"
X Link 2026-01-06T15:41Z [---] followers, [---] engagements
"$SNAP Best thing for Snap would be to be acquired by $META or another player in the space. Negative ROIC shareholder dilution etc. While technically the set-up could promise a bounce and there has been massive volume I won't touch the stock"
X Link 2026-01-21T09:27Z [---] followers, [---] engagements
"$TTD Not going to touch it before it goes under $27"
X Link 2026-01-21T09:30Z [---] followers, [---] engagements
"$PBR This had a massive run since October 🎯🛢⛽ $PBR Petrobras Margin of safety 70% to $20 fair value per share. Low-cost oil producer [--] years of proven reserves attractive dividend yield. If oil prices rise this company should outperform. https://t.co/N2O1H5QPtv $PBR Petrobras Margin of safety 70% to $20 fair value per share. Low-cost oil producer [--] years of proven reserves attractive dividend yield. If oil prices rise this company should outperform. https://t.co/N2O1H5QPtv"
X Link 2026-01-29T12:41Z [---] followers, [---] engagements
"$MDB MongoDB - Short was a bit early. $MDB I do not short stocks but MongoDB does not look good on this cliff. 🦘 Negative return on capital increasing share count. An optimistic fair value would be $150 assuming 15% growth for [--] years and a low discount rate of 6%. Fundamentals however tell a different https://t.co/zDrfjMiGtC $MDB I do not short stocks but MongoDB does not look good on this cliff. 🦘 Negative return on capital increasing share count. An optimistic fair value would be $150 assuming 15% growth for [--] years and a low discount rate of 6%. Fundamentals however tell a different"
X Link 2026-01-29T16:11Z [---] followers, [---] engagements
"Bitcoin is just hidden government financing"
X Link 2026-02-01T01:28Z [---] followers, [--] engagements
"RT @adamkhootrader: Happy to hear that $HIMS going to get sued their ass off to $0 Those bastards have fu**ed with $NVO for the last time 😂"
X Link 2026-02-07T02:11Z [---] followers, [--] engagements
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