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@finphysnerd MylesMyles posts on X about ai, $bcgl, $wsc, if you the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% countries XXXXX% stocks XXXX% cryptocurrencies XXXX% technology brands XXXX% social networks XXX% exchanges XXX% currencies XXX%
Social topic influence ai 10.81%, $bcgl #1, $wsc #9, if you 5.41%, estonia #254, investment 5.41%, collection 5.41%, collection of #1688, debt 2.7%, wsc XXX%
Top accounts mentioned or mentioned by @joinyellowbrick @wcrelease @tomgrlla @desmondjywee @viktorspjut @abroninvestor @tom_grlla @tlivian @magicminto @jonathankeith2 @sowingalphaseed @stokedonwaves @exploitationcap @taobanker @1stlevelthinker @albomp @australianlabor @shravanrayhaan @noicewon11 @urinsideman
Top assets mentioned WillScot Mobile Mini Holdings, Corp. (WSC) Aston Villa Fan Token (AVL) FTI Consulting, Inc. (FCN) MURPHY USA INC. (MUSA) Stride (STRD)
Top posts by engagements in the last XX hours
"I really like the $WSC short thesis from @Jonathan_Keith2. The company seems like a bit of a joke. Ageing derelict storage units employees with brutal comments on Glassdoor a mountain of debt with declining revenue and utilisation rates. Seems simple and straightforward"
X Link 2025-08-10T11:58Z 5268 followers, 8292 engagements
"@tom_grlla Yeah if you look globally all of these classifieds cos are in freefall. $HEM.st $RMV.L $AUTO.L (is comparable) even $REA.ax in Aus though not as bad. After doing a bit of work on them recently I feel $BCG.L is the most attractive and least risky here"
X Link 2025-12-04T13:48Z 5267 followers, XXX engagements
"I already own a bit of UK but I need to dive back into it cause valuations continue to look very attractive. My only positions atm are $MWE.L $ASHM.L $JPEL.L and $HEIT.L"
X Link 2025-03-13T13:32Z 5267 followers, XXX engagements
"If you invest in international stocks and aren't looking at the UK at the moment I don't know what you're doing"
X Link 2025-04-29T03:22Z 5268 followers, 20.7K engagements
"Here's another example of what I talk about in here. A strategy of XXX% $AVGO/-100% $AVL returns XXXX% annually after borrow cost. While daily rebalancing is unrealistic weekly rebalancing only adds around X% in fees but usually improves returns as you get volatility drag"
X Link 2025-10-10T00:40Z 5267 followers, 2905 engagements
"$FCN when the company is repurchasing and the insiders are buying I think it's worth a look. Have put a small tracking position on. They do bankruptcy and restructuring consulting and has been a steadily growing profitable company that's likely a bit countercyclical too"
X Link 2025-10-27T13:31Z 5266 followers, 1297 engagements
"I like gas station owner Murphy USA $MUSA. Trading 16x earnings for a company that has been a very good long term value creator. Management is clear and direct with their goals and strategy. Great capital allocators with a XX% roic and a 50/50 split between repurchases and store"
X Link 2025-10-28T01:49Z 5266 followers, 19.4K engagements
"Looking at French infrastructure operator Vinci $DG.pa. High quality company with a great track record trading at a very reasonable valuation. However they're private equity like with their complete abuse of their often monopolistic infrastructure holdings (airports roads etc)"
X Link 2025-11-17T04:13Z 5266 followers, 5448 engagements
"These guys were slaughtered on earnings today down XX% but it really don't think they were that bad. X% revenue growth in spite of temporary headwinds in Estonia. Flagging some AI investment but EBITDA margins expected to remain mid 70s (currently 78%). More importantly"
X Link 2025-12-04T13:22Z 5268 followers, 7014 engagements
"@wcrelease @tom_grlla Looking into it I think Hemnet raised prices too aggressively. Plus short term the Swedish housing market looks rough. RMV is exposed to UK which is a rough economy to be exposed to (even compared to Baltics imo). They're also investing more in AI and growing slower"
X Link 2025-12-04T22:09Z 5265 followers, XXX engagements
"Has anybody looked at battery company Energizer Holdings $ENR A consumer staple with a duopoly in household batteries. Earnings have been stable with low growth long term. Meanwhile stock performance has been abysmal trading at decade low valuation. Guiding to $XXX eps would be"
X Link 2025-12-06T04:55Z 5267 followers, 9992 engagements
"@taobanker It's definitely interesting but it doesn't feel that cheap. The REIT valuations are expensive. Looking at consolidated profit it doesn't look that great just on book value"
X Link 2025-12-06T08:00Z 5267 followers, XXX engagements
"Euronext $ENX.pa is the operator of European stock exchanges for France Netherlands Belgium Ireland Portugal Italy and Norway. The company has triple earnings in the past X years and is effectively a monopoly in the markets it operates in. At 18x earnings it looks very"
X Link 2025-11-13T03:14Z 5266 followers, 11.3K engagements
"I've been doing well on shorts recently but for the record most of my shorts are less than .1% positions for me. The only shorts that are above .5% are $STRD at X% $WSC at .5% $CBA.AX at .5% (which is offset with other Aussie banks long) and $FOSL at .5%"
X Link 2025-11-14T13:55Z 5267 followers, 1952 engagements
"I really like the look of Baltic Classified $BCG.L right now. They run a collection of monopoly classifieds websites for cars house and others in the Baltic States. Their share price has been smashed this year with concerns about AI a tax on car sales in Estonia and one of"
X Link 2025-12-03T00:07Z 5267 followers, 11.4K engagements
"European gambling shitco $GMGI is paying for terrible AI generated ad slop on twitter. Am short"
X Link 2025-12-03T11:14Z 5266 followers, 1895 engagements
"@abroninvestor @1stlevelthinker @AlboMP @AustralianLabor Then you should understand why data like that is statistically significant Here's the surveys chatGPT could find I don't understand how you could think that this isn't popular"
X Link 2025-12-10T06:13Z 5267 followers, XXX engagements
"Everybody looks for big multibaggers but my favourite type of investment is a stable low downside low correlation 10-12% irr. You can get outsized returns with reratings or with good portfolio construction and leverage. Some examples: $S19.si $SET.si $INPP.L"
X Link 2025-12-10T11:22Z 5267 followers, 4969 engagements