@oscar100_x Oscar 100%

Oscar 100% posts on X about $ffhto, meta, debt, $cgeo the most. They currently have [---------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

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Social Influence

Social category influence finance stocks technology brands currencies countries cryptocurrencies social networks fashion brands automotive brands celebrities

Social topic influence $ffhto, meta, debt, $cgeo, inflation, $meta, money, $pags, $sdil, $watr

Top accounts mentioned or mentioned by @brownmarubozu @manuelfr99 @returnsjourney @apariciocadiz @blondesnmoney @pedrolamento @lukewolgram @vikingvan100 @worldstockss @tidefallcapital @josmiguel71 @sharpeshark @fundasyinvestor @gabcasla @hurdlerate @mdbbolsa @logicalthesis @davidkatunaric @moatman @janezno63305264

Top assets mentioned Metadium (META) PagSeguro Digital Ltd. (PAGS) Markel, Corp. (MKL) Evotec SE (EVO) NVIDIA Corp. (NVDA) Danaher Corporation (DHR) British American Tobacco (BTI) PayPal Holdings Inc (PYPL) Celsius Holdings, Inc. Common Stock (CELH) 3M Co (MMM) Tesla, Inc. (TSLA) Decentral Games (DG) Unifi Protocol DAO (UNFI) Boston Omaha Corporation (BOC) Alphabet Inc Class A (GOOGL) Berkshire Hathaway Inc Class B (BRK.B) Cheeseball (CB) Divi (DIVI) Apple, Inc. (AAPL) Chemed Corporation (CHE) Textron Inc. (TXT) Cleveland-Cliffs, Inc. (CLF) Hydra (HYDRA) Amazon.com, Inc. (AMZN) Thermo Fisher Scientific Inc. (TMO) Minted (MTD) Crocs, Inc. (CROX)

Top Social Posts

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

"$ASOS $ASC - An sabiendo que los problemas en la cadena de suministro les iban a afectar me apresur demasiado y compr caro. Error de falta de paciencia. A estos precios me parece que tiene mucho upside si siguen creciendo y normalizan mrgenes"
X Link 2022-05-06T18:19Z [----] followers, [--] engagements

"$EMBRAC - Posicin muy nueva sigo aprendiendo cada semana cosas nuevas sobre el negocio y sus adquisiciones. Por ahora lo veo todo muy bien. El CEO parece estar muy alineado con los accionistas"
X Link 2022-05-06T18:19Z [----] followers, [--] engagements

"$FB $META - Me interesa ver si en los resultados de los prximos trimestres cuando se solape con los cambios de privacidad de Apple logran recuperar un crecimiento mayor. $GOOGL - He ampliado fuerte hace poco por lo que el beneficio ha bajado mucho (antes 100%)"
X Link 2022-06-07T17:22Z [----] followers, [--] engagements

"$EMBRAC - Parece que el mercado se ha tomado bien los resultados a ver si cumplen con el guidance el ao que viene. $ASOS $ASC - Muy afectada por los problemas logsticos ayer publiqu un vdeo en mi canal entrando en detalle"
X Link 2022-06-07T17:22Z [----] followers, [--] engagements

"Guess my thoughts on SDI Group $SDI $SDI.L were correct. The market assigned a high multiple to one-off inflated earnings. Should have shorted it😅 Once we see next results we will see the real profit margin of the company. 15x normalized earnings is fair value to me. SDI Group FY23 Trading Update is out. $SDI $SDI.L ➡39% Revenue increase (4 acquisitions) ➡Flat Adjusted Profit Before Tax (margin compression) which was to be expected. ➡We should expect a 12% revenue decline in FY24 due to ending sales of PCR cameras (8.5m). Which might be https://t.co/HUInzvFlis SDI Group FY23 Trading Update"
X Link 2023-09-05T17:01Z [----] followers, 13.9K engagements

"@luisf_2000 @manuelfr99 Miras la cotizacin o los beneficios Este ao los de SDI caeran bastante pero aun as ni tan mal"
X Link 2024-03-23T14:24Z [----] followers, [---] engagements

"@manuelfr99 @luisf_2000 El fcf cambia mas que el ebit por el working capital"
X Link 2024-03-23T16:44Z [----] followers, [---] engagements

"@manuelfr99 @luisf_2000 Eso es un error EMO. No hay desaceleracin alguna en el segmento de sensores de SDI. Simplemente se terminaron unos contratos del segmento digital imaging que siempre fueron temporales por el covid y que haban dado beneficios extraordinarios a la empresa"
X Link 2024-03-23T17:35Z [----] followers, [---] engagements

"@manuelfr99 @luisf_2000 SDI nunca busc esa ciclicidad simplemente aparecieron los pedidos. NO es una empresa cclica. Le podria haber pasado a cualquiera no tiene nada de malo"
X Link 2024-03-23T17:57Z [----] followers, [---] engagements

"$WATR results came in much worse than I expected with a huge deceleration in revenue growth (+9% for H1 compared to +18% for Q1 which means that Q2 was flattish). Margins improvement is the only positive I can see here all else negative"
X Link 2023-09-19T07:03Z [----] followers, 21.2K engagements

"I love their product but how will this ever be profitable Do they need to 10x revenues or something $DHER"
X Link 2024-06-23T14:51Z [----] followers, [----] engagements

"5 months later my sale of $KIST at [---] looks better than most thought. Protecting capital is the most important thing: I sold after confiscatory taxes were announced. Also: Cyclicals are most expensive at low PEs. Got many things wrong in [----] but not this. Still learning. Esta maana he vendido mis $KIST a [---] gbx con un +35% aprox. No me fo de lo que puedan hacer los polticos con sus regulaciones si baja mucho volver a entrar pero no me sorprendera ver impuestos totalmente confiscatorios o topes de precio opto por sacar profits Esta maana he vendido mis $KIST a [---] gbx con un +35% aprox. No"
X Link 2023-02-14T17:25Z [----] followers, 21.7K engagements

"Finishing my Georgia Capital $CGEO writeup. It's taking me more than I thought Will try to post it tomorrow"
X Link 2023-02-25T18:54Z [----] followers, [----] engagements

"New Video: Georgia Capital trading at a 60% Discount to NAV with buybacks - Is it a Good Investment $CGEO $BGEO LINK: https://youtu.be/Shtc1Zx-edg https://youtu.be/Shtc1Zx-edg"
X Link 2023-02-28T18:26Z [----] followers, [----] engagements

"I don't know which company is cheaper. $BGEO or $CGEO What do you think Poll in next twit👇"
X Link 2023-03-06T18:48Z [----] followers, [----] engagements

"If we get nice discounts I am looking to add: Water Intelligence $WATR Auto Partner $APR.WA And maybe: United Natural Foods $UNFI What are you looking at"
X Link 2023-03-13T17:02Z [----] followers, 15.3K engagements

"I am so glad I did not do it 😂 The argument is very very convincing keep thinking I should increase positions in Energy. Check the video in the link below The argument is very very convincing keep thinking I should increase positions in Energy. Check the video in the link below"
X Link 2023-03-20T08:13Z [----] followers, [----] engagements

"Georgia Capital keeps selling non-strategic assets to deleverage the balance sheet and repurchase shares at over 60% discount to NAV $CGEO"
X Link 2023-03-31T06:31Z [----] followers, [----] engagements

"$CGEO announces new buyback program. Current market cap is 350M GBP. Great to see the company taking advantage of the big discount"
X Link 2023-04-12T06:20Z [----] followers, [----] engagements

"New Video: Georgia Capital Stock - FULL PRESENTATION $CGEO $BGEO LINK: https://youtu.be/6ojHjUauZ48 https://youtu.be/6ojHjUauZ48"
X Link 2023-04-15T13:02Z [----] followers, [----] engagements

"Best performers in the Life Sciences Tools and Services industry"
X Link 2023-04-23T10:00Z [----] followers, 16.5K engagements

"Irakli Gilauri keeps working hard to create value for Georgia Capital shareholders. Way to go $CGEO"
X Link 2023-05-10T06:51Z [----] followers, [----] engagements

"$BGEO results look great. Very good for Georgia Capital aswell $CGEO"
X Link 2023-05-17T19:36Z [----] followers, [----] engagements

"New Video: Kistos Lessons 3M Dividends Big Apple Sale and Meta Quest [--] $KIST $MMM $AAPL $META Random Market Thoughts Ep.2 Link: https://youtu.be/cZxSVL1jZuw https://youtu.be/cZxSVL1jZuw"
X Link 2023-06-04T13:45Z [----] followers, [----] engagements

"$CGEO back to highs"
X Link 2023-06-16T16:58Z [----] followers, [----] engagements

"Not looking bad. Remains deeply undervalued IMO. $CGEO @EFernandezVidal @AnalisisdeInver"
X Link 2023-07-11T16:15Z [----] followers, [----] engagements

"$CGEO 2Q23 nice results"
X Link 2023-08-15T08:12Z [----] followers, [----] engagements

"Looking good. Crazy thing is at [----] GBX it would still be like 40% discount to NAV. Buybacks are being very accretive last Q was 2.6% of shares bought back $CGEO"
X Link 2023-08-31T16:01Z [----] followers, [----] engagements

"@MarmotaValue @CDividendos Te he mandado un DM. Creo que tienes que dividir entre [--] esos EPS por el stock split que ha habido xd https://www.celsiusholdingsinc.com/2023/11/celsius-holdings-announces-three-for-one-stock-split/ https://www.celsiusholdingsinc.com/2023/11/celsius-holdings-announces-three-for-one-stock-split/"
X Link 2024-01-21T18:25Z [----] followers, [---] engagements

"$KIST net cash position is -183m including taxes and debt. Additionally there's an abandonment provision liability of -193m. Market cap is 130m but EV is higher. Windfall taxes stole all the energy crisis earnings and now earnings will be much lower. Austin's hands are tied"
X Link 2024-01-27T07:45Z [----] followers, [----] engagements

"wtf man should have bought $BGEO instead of $CGEO 😂"
X Link 2024-03-02T22:10Z [----] followers, [----] engagements

"Eurobank $EUROB one of Fairfax's top holdings $FFH.TO was a diluting bad bank for a long time but not anymore. Looks like the turn around is completed and it will now funnel dividends to Fairfax. It might rerate more also"
X Link 2024-03-07T20:03Z [----] followers, [----] engagements

"How many stores do you think Dino Polska $DNP.WA can realistically add without saturating this competitive market They have: 6% market share [----] stores Maybe they can double or triple the stores max Plus add gas stations Thoughts TY"
X Link 2024-03-17T07:21Z [----] followers, 22.9K engagements

"Thinking again about selling $CGEO. It was a nice ride. Very well managed company but: Not comfortable with geopolitical risk in the area Not comfortable with valuation of private businesses given risk $BGEO already at 6x earnings with maybe rates coming down"
X Link 2024-03-17T11:58Z [----] followers, [----] engagements

"$DNP.WA Analysts expecting 9% EBITDA margins / 20.9% revenue growth for [----] Dino had 8.3% Q4 margins and some problems scaling it's store opening which signals they might grow slower in the future. Less inflation will mean lower LFL growth also Still a great company"
X Link 2024-03-22T18:00Z [----] followers, [----] engagements

"1/n Some more thoughts on Dino Polska $DNP.WA as I try to lay a realistic or conservative scenario 🧵 SHORT-TERM ANALYSIS: I do think that in the sort-term Dino's margins will be pressured. Higher salaries will lead to higher operating costs Lower gross margin trends continue"
X Link 2024-03-23T09:58Z [----] followers, 64.8K engagements

"@Elkingnatinho Thanks If the index keeps doing a 15% cagr it will be very hard but I suspect it wont 😂 my UK cos have been biggest drag lately $WATR.L $SDI.L but I guess they should do better going forward"
X Link 2024-03-29T14:48Z [----] followers, [---] engagements

"So I perfectly timed the $CGEO sale at the top Maidan [---] #Georgia https://t.co/zp0hjgABm7 Maidan [---] #Georgia https://t.co/zp0hjgABm7"
X Link 2024-05-02T19:10Z [----] followers, [----] engagements

"Although $CGEO has fallen down a lot since I sold I think Im not getting back in. Too much risk in that country. Id rather sleep well at night. Some investors can stand it but I just cant take the risk of getting zeroed due to politics even if its small. Thinking again about selling $CGEO. It was a nice ride. Very well managed company but: Not comfortable with geopolitical risk in the area Not comfortable with valuation of private businesses given risk $BGEO already at 6x earnings with maybe rates coming down https://t.co/1LxDYn7ONG Thinking again about selling $CGEO. It was a nice ride. Very"
X Link 2024-05-15T21:34Z [----] followers, [----] engagements

"I have never witnessed a robbery as massive as what happened to Kistos in [----]. $KIST"
X Link 2024-05-20T05:49Z [----] followers, [----] engagements

"Well that was close. $CGEO Although $CGEO has fallen down a lot since I sold I think Im not getting back in. Too much risk in that country. Id rather sleep well at night. Some investors can stand it but I just cant take the risk of getting zeroed due to politics even if its small. Although $CGEO has fallen down a lot since I sold I think Im not getting back in. Too much risk in that country. Id rather sleep well at night. Some investors can stand it but I just cant take the risk of getting zeroed due to politics even if its small"
X Link 2024-06-07T12:50Z [----] followers, [----] engagements

"Wtf Dino just created a giant vending machine that has most of the items in a supermarket $DNP.WA"
X Link 2024-07-10T13:41Z [----] followers, 27.5K engagements

"How is it possible that software companies with such scale are not extremely profitable Atlassian $TEAM FY23: Revenue: 3322m Share Based Comp: 948m Operating margin: -7% Is this a charity"
X Link 2024-07-14T07:09Z [----] followers, [----] engagements

"@sharpeshark @ValueHunter7 that would be 2.5m USD on a country with 10m people earth has 7000m people US will have higher price"
X Link 2024-07-16T12:03Z [----] followers, [---] engagements

"Wow It's Teleperformance $TEP.PA This one is very popular in the spanish community Thoughts (haven't read the full article) Tomorrow at 10:30am I am exposing a $5 billion+ AI loser headed to zero. They claim to be an AI winner when in reality AI-powered competitors are about to destroy their business This is a multi-billion-dollar giant on a collision course with irrelevance Catch you tomorrow Tomorrow at 10:30am I am exposing a $5 billion+ AI loser headed to zero. They claim to be an AI winner when in reality AI-powered competitors are about to destroy their business This is a"
X Link 2024-07-18T15:20Z [----] followers, [----] engagements

"Investor relations are always funny guys 😅😂 $TEP.PA"
X Link 2024-07-18T15:24Z [----] followers, [----] engagements

"Ok so $EVO buys $GLXZ for 10% of yearly FCF but promises to do more buybacks from now on. Im fine with it. Shouldve always been a share cannibal"
X Link 2024-07-18T20:43Z [----] followers, [----] engagements

"Any company in Georgia sadly deserves a lower multiple for political risk. my beloved $EVO (which I hold) and $CGEO (which I sold) are included. Only thing you can do is just keep executing and buying back shares but this is just out of company control. $EVO could relocate On this date in [----] Russia launched it's full scale invasion of Georgia from land air and sea. The world's lack of reaction to this event is widely considered to be the catalyst for Russia's most recent global terror campaign. And every day Ukraine pays the price. https://t.co/KenDMP1RIm On this date in [----] Russia"
X Link 2024-08-08T06:14Z [----] followers, [----] engagements

"Interesante nueva forma de monetizacin para $FB 🎉 Subscriptions 🎉 Subscriptions allow creators to monetize and become closer to their followers through exclusive experiences: - Subscriber Lives - Subscriber Stories - Subscriber Badges We hope to add more creators to this test in the coming months. More to come. ✌🏼 https://t.co/SbFhN2QWMX 🎉 Subscriptions 🎉 Subscriptions allow creators to monetize and become closer to their followers through exclusive experiences: - Subscriber Lives - Subscriber Stories - Subscriber Badges We hope to add more creators to this test in the coming months."
X Link 2022-01-19T19:48Z [----] followers, [--] engagements

"@LocosWallStreet StoneCo Alibaba"
X Link 2022-08-04T10:19Z [----] followers, [--] engagements

"Was running a screen and $LEAT popped up. Is there any reason they shouldnt experience a bullwhip effect that lowers revenues and profit margins"
X Link 2023-01-26T19:22Z [----] followers, [----] engagements

"Today I started a new position on Georgia Capital PLC $CGEO. It will be the next writeup on my substack. Don't forget to subscribe to get the email This one took quite a bit to analyze. But I think it's worth it"
X Link 2023-02-16T20:10Z [----] followers, 14.6K engagements

"Georgia Capital $CGEO just published its annual results. NAV is [----] GBP and its trading at [--] GBP Discount is rising since $BGEO which is partially owned has kept going up this year. I will try to finish my writeup this week Make sure to subsribe to my substack"
X Link 2023-02-20T07:36Z [----] followers, [----] engagements

"The recent drawdown of $WATR Water Intelligence plc might be explained by the partial sale of Canaccord. They used to own 12% of the company and reduced to 11%. In a low liquidity stock this could explain part of the drawdown. Insiders are not selling. Fundamentals are good"
X Link 2023-02-23T07:39Z [----] followers, [----] engagements

"1/ Just started a new position in Dusk $DSK $DSK.AX at [-----] AUD It's trading at around [---] EV/FCF counting they do not generate any more FCF on H2 results. Obviously it's cheap for a reason as sales per store are going down however I do think the market has overreacted"
X Link 2023-02-26T23:20Z [----] followers, 25.8K engagements

"Roto-Rooter (owned by $CHE) is a comprable of Water Intelligence and keeps posting good results. Cant understand why $WATR is valued at a lower multiple when it offers so much more growth Guess it is an opportunity 🤷🏻♂"
X Link 2023-03-06T17:25Z [----] followers, [----] engagements

"How much can the Georgian Lari appreciate Pretty good for Georgia Capital that the country has a sane monetary policy and economic tailwinds $CGEO $BGEO"
X Link 2023-03-08T07:56Z [----] followers, [----] engagements

"Cash invested in acquisitions per year at Water Intelligence $WATR. Was [----] an anomaly"
X Link 2023-03-13T20:55Z [----] followers, [--] engagements

"Just saw my new Water Intelligence purchase order got filled today $WATR. It's the Top [--] position right now should end up being Top [--]. Back to valuations that were only seen before their growth strategy was successfuly proven"
X Link 2023-03-16T17:30Z [----] followers, 20.1K engagements

"New Video: Water Intelligence - A Compounder in the Water Infrastructure Industry $WATR Link: https://youtu.be/7IKyHGHke58 https://youtu.be/7IKyHGHke58"
X Link 2023-03-18T14:53Z [----] followers, 18.1K engagements

"For all those saying REITs are better than buying Real Estate directly. Have you considered the high fees and awfully growth incentivized management teams Great video by @SvenCarlin I am actually looking at Vonovia $VNA right now. They could do well if rates drop"
X Link 2023-03-19T16:27Z [----] followers, [----] engagements

"Looks like $BGEO is almost back to all time highs. Banking panic was an opportunity apparently. $CGEO benefits from this aswell. If the market thinks Bank of Georgia $BGEO is at any ways comparable to $SIVB and brings it down a bit more. It will be a good opportunity https://t.co/V3lNtziaWB If the market thinks Bank of Georgia $BGEO is at any ways comparable to $SIVB and brings it down a bit more. It will be a good opportunity https://t.co/V3lNtziaWB"
X Link 2023-04-24T15:32Z [----] followers, [----] engagements

"Was Ryman Healthcare $RYM "Killed by the Dividend"💀"
X Link 2023-04-25T13:24Z [----] followers, [----] engagements

"I have no question on how good a capital allocator Andrew Austin is but he himself said it in the interview: Windfall taxes mean your profits are stolen at high gas prices and you are left on your own at low gas prices Without the WFT today $KIST would be near all time highs"
X Link 2023-04-25T19:15Z [----] followers, [----] engagements

"Dusk $DSK $DSK.AX just appointed a new CEO with [--] years of experience in speciality retail 1/ Just started a new position in Dusk $DSK $DSK.AX at [-----] AUD It's trading at around [---] EV/FCF counting they do not generate any more FCF on H2 results. Obviously it's cheap for a reason as sales per store are going down however I do think the market has overreacted. https://t.co/CktgEgKuE2 1/ Just started a new position in Dusk $DSK $DSK.AX at [-----] AUD It's trading at around [---] EV/FCF counting they do not generate any more FCF on H2 results. Obviously it's cheap for a reason as sales per store"
X Link 2023-04-28T05:54Z [----] followers, [----] engagements

"Can someone explain what's the bull thesis for Boston Omaha Corporation $BOC ➡Book Value per Share has only grown at a 3.5% CAGR since [----] ❌Shares Outstanding CAGR 10.5% ➡Enterprise Value is 663M while revenue is only [--] million Read the letter but still don't get it 👀"
X Link 2023-05-09T16:29Z [----] followers, 34.7K engagements

"1/Can someone explain what's the bull thesis for Boston Omaha Corporation $BOC ➡Book Value per Share has only grown at a 3.5% CAGR since [----] ❌Shares Outstanding CAGR 10.5%🚩 ➡Enterprise Value is 663M. Revenue is only [--] million Read the letter but still don't get it🧵"
X Link 2023-05-09T16:32Z [----] followers, 37.6K engagements

"$WATR Water Intelligence just posted Q1 [----] results. All looks good to me 👌 Link: https://www.londonstockexchange.com/news-article/WATR/q1-trading-update/15949451 https://www.londonstockexchange.com/news-article/WATR/q1-trading-update/15949451"
X Link 2023-05-10T06:21Z [----] followers, 13.5K engagements

"SDI Group FY23 Trading Update is out. $SDI $SDI.L ➡39% Revenue increase (4 acquisitions) ➡Flat Adjusted Profit Before Tax (margin compression) which was to be expected. ➡We should expect a 12% revenue decline in FY24 due to ending sales of PCR cameras (8.5m). Which might be compensated with some acquisitions ➡"we expect to continue our buy and build strategy in FY24." I think the decline on PCR cameras might lead to a margin compression which might give a better entry point. Currently no position but following this great company"
X Link 2023-05-11T06:21Z [----] followers, 35K engagements

"Interesting read. $WATR's top competitor and comparable. Chemed Corporation $CHE is the owner of Roto-Rooter. $CHE Here's some weekend reading. https://t.co/NyqEczJ8aZ $CHE Here's some weekend reading. https://t.co/NyqEczJ8aZ"
X Link 2023-05-22T20:59Z [----] followers, [----] engagements

"Why is everyone so surprised on the $KIST tax rate It was announced months ago. People expected somehow they would not have to pay WFT There was a lot of time to sell in this case just my opinion Seeing the results for Kistos #kist and them paying a 90% tax rate I think we can now officially call the Netherlands and UK banana republics. This was a de-facto nationalization But lets pay Qatar (slavery + doesnt care for environment) a ton of money to import their LNG Seeing the results for Kistos #kist and them paying a 90% tax rate I think we can now officially call the Netherlands and UK"
X Link 2023-05-30T14:38Z [----] followers, [----] engagements

"Water Intelligence $WATR [----] audited results (this is old news though just audited) https://www.londonstockexchange.com/news-article/WATR/audited-results-for-year-ended-31-december-2022/16007295 https://www.londonstockexchange.com/news-article/WATR/audited-results-for-year-ended-31-december-2022/16007295"
X Link 2023-06-21T06:34Z [----] followers, [----] engagements

"$WATR announces a small franchise reacquisition"
X Link 2023-07-24T07:05Z [----] followers, 15.1K engagements

"Roto-Rooter posting bad results $CHE. I think $WATR will have a great 2024-2025 with lots of organic growth margin expansion and a lower multiple"
X Link 2023-07-28T08:44Z [----] followers, [----] engagements

"If $SDI does a covid hangover roundtrip I might be in"
X Link 2023-08-01T11:35Z [----] followers, [----] engagements

"$SDI FY23 results come with an impairment and lower margins. I expect FY24 to have even less margins from the loss of 8M high margin sales of Atik covid cameras. No position yet but its in the watchlist"
X Link 2023-08-08T06:36Z [----] followers, [----] engagements

"Pick one (and answer why below) $LVC $EVO Livechat Software $LVC Evolution AB $EVO See results Livechat Software $LVC Evolution AB $EVO See results"
X Link 2023-08-21T16:00Z [----] followers, [----] engagements

"Yeah I tend to agree. Would be fairly easy to copy Livechat and Im sure many competitors are doing it. Much harder to copy EVO (but also some competitors doing it). One thing I like about $LVC is that it distributes all earnings. $EVO is doing some overpriced acquisitions (maybe out of necessity) and holding cash in balance sheet. $EVO does seem like it has a big moat and regulatory risk spreaded amongst many countries. Thanks https://twitter.com/i/web/status/1693656380941512909 https://twitter.com/i/web/status/1693656380941512909"
X Link 2023-08-21T16:08Z [----] followers, [---] engagements

"$MAJ shows a 15% decline in EBIT due to inflation in personnel costs. $TEP had flattish net income due to financial costs. The market is forward looking so people must be thinking that margins will deteriorate in the future. If this does not happen $TEP is cheap. No position"
X Link 2023-08-26T08:08Z [----] followers, [--] engagements

"$SDI Group starting to get interesting got to do more research though. Here is some evidence on how covid has impacted the profit margin. Even after adding 20M in sales through acquisitions adjusted profit before tax will fall in FY2024"
X Link 2023-10-05T16:28Z [----] followers, [----] engagements

"After some more research on Livechat Software $LVC I had to discard it. Biggest problem is that it has a 3% monthly churn rate which means that they lose 3% of their customers every month or 36% every year. In theory it is normal in SMB SaaS but I find it too high. The industry has huge tailwinds (e-customer support) so they should be able to grow anyways. But a business that has to replace [--] out of every [--] customers per year looks like it could run into some problems eventually. Not saying it won't be a good pick going forward or anything. It's a capital light business that can grow while"
X Link 2023-11-05T07:30Z [----] followers, [----] engagements

"Quick maths on $TEP I'm probably wrong so make your own numbers. Combined net income in '22 with $MAJ is 814m however there will be 2B of new debt which will cost around 120m extra so net income will go down to around 694m. P/E of [--] with 6.5x earnings of debt. Not counting synergies also not counting lower net income due to margin compression on Majorel (and maybe TEP going forward after loss of covid contracts). Doesnt scream dirt cheap with this debt but if they deleverage properly in the next years while buying back shares I could see a re-rating. Not for me though I don't know how this"
X Link 2023-11-06T22:09Z [----] followers, 28.8K engagements

"Summary: If the stock is at a 5x P/E and is not buying back 20% of the shares per year it's a scam Just Smash the Buybacks https://t.co/PWJh6jRsU2 Just Smash the Buybacks https://t.co/PWJh6jRsU2"
X Link 2023-11-27T22:36Z [----] followers, [----] engagements

"$TXT $LVC for those of you who dont know. Text used to recognize revenues in full when annual subscriptions were paid that led to overstating the revenues. Profit margins will probably go down once revenues are revised lower while expenses remain the same. Przenielimy publikacj raportu za I poow roku na [--] grudnia. Przepraszamy wszystkich ale prace zwizane https://t.co/13YbVaarXf. z kwesti rozpoznania przychodw ktre sygnalizowalimy zajy wicej czasu zarwno nam jak i firmie audytorskiej. https://t.co/6hLUqdKnHj Przenielimy publikacj raportu za I poow roku na [--] grudnia. Przepraszamy wszystkich"
X Link 2023-11-29T06:20Z [----] followers, [----] engagements

"During the last weeks I completed my SDI Group position. For quite some time I disliked it since investors were buying peak covid-inflated earnings. If I'm not wrong I think they can do 7.5m FCF ex-WK in FY2024 which would put it at 14.5x FCF multiple today. $SDI.L $SDI @investwithwes1 I finally bought at [--] gbx. Although not as much as I wanted. I was among the only ones here saying $SDI.L had covid-inflated earnings that had to go down for quite some time lol At [--] gbx it was around 13x FCF for FY2024 excluding working capital (my estimates) @investwithwes1 I finally bought at [--] gbx."
X Link 2023-12-03T09:12Z [----] followers, [----] engagements

"Water Intelligence $WATR results keep being weak. In theory trained technicians should have started generating revenue in Q3 but revenue is flat YoY. Salesforce will be implemented Q1-2024. Pretty bad they reported for a [--] month period to hide a bad Q3 lol"
X Link 2023-12-05T07:25Z [----] followers, 10.2K engagements

"Not much impact. Looking good 👍 Ebit 90m would have been [--] with old revenue recognition $LVC $TXT https://investor.text.com/report/preliminary-financial-results-for-the-first-half-of-the-2023-24-financial-year $TXT $LVC for those of you who dont know. Text used to recognize revenues in full when annual subscriptions were paid that led to overstating the revenues. Profit margins will probably go down once revenues are revised lower while expenses remain the same. https://investor.text.com/report/preliminary-financial-results-for-the-first-half-of-the-2023-24-financial-year $TXT $LVC for"
X Link 2023-12-05T18:11Z [----] followers, [----] engagements

"OK SDI Group results were horrible and they just removed the guidance they confirmed last month lmao. Tried selling at the open but I couldn't due to illiquidity. Guess I will have to baghold it now. Sad to see a decent profit go away :/ $SDI $SDI.L"
X Link 2023-12-07T08:17Z [----] followers, 20.8K engagements

"It's amazing how earnings are going back to FY2021 levels after all those acquisitions. $SDI.L $SDI Maybe this are depressed earnings IDK OK SDI Group results were horrible and they just removed the guidance they confirmed last month lmao. Tried selling at the open but I couldn't due to illiquidity. Guess I will have to baghold it now. Sad to see a decent profit go away :/ $SDI $SDI.L https://t.co/uXjaYmNIlz OK SDI Group results were horrible and they just removed the guidance they confirmed last month lmao. Tried selling at the open but I couldn't due to illiquidity. Guess I will have to"
X Link 2023-12-07T08:57Z [----] followers, [----] engagements

"Updating the $SDI.L $SDI list of events totally mindblowing: Get one-off covid-inflated earnings Buy covid-inflated businesses Use inflated earnings to measure ROIC muh we have 34% ROIC retail bids the stock to 200p (40x normalized FCF) Goodwill impairments from covid acquisitions "the Board expects that the results for the full year will be delivered in line with market expectations" which means earnings will be down 20% "We now expect to report FY24 adjusted profit before tax of between 7.9m and 8.4m." Earnings down 20% AGAIN LOL Someone had to say it 😂"
X Link 2023-12-07T13:59Z [----] followers, [----] engagements

"Some more numbers on $SDI $SDI.L From FY19-23 SDI invested 48m in acquisitions using the covid profits of digital imaging. Those acquisitions improved sensors and control which now is the dominant segment. But I'm not sure the ROIC has been high enough. Digital imaging is now well below pre-covid profit levels maybe it is a temporary issue due to destocking and it can recover as management says. https://twitter.com/i/web/status/1733046911899156717 https://twitter.com/i/web/status/1733046911899156717"
X Link 2023-12-08T08:52Z [----] followers, [----] engagements

"I'm considering writing an article to share my updated thoughts on SDI Group PLC. Would you be interested $SDI $SDI.L Yes No Yes No"
X Link 2023-12-11T18:00Z [----] followers, [----] engagements

"New blog post link in my bio. SDI Group PLC - Is it worth it $SDI $SDI.L"
X Link 2023-12-16T09:40Z [----] followers, 17.2K engagements

"Guess we could have seen this coming . He refused to buy significant amount of shares because he was planning to step down as a CEO $SDI $SDI.L"
X Link 2024-01-22T07:32Z [----] followers, 11.9K engagements

"Btw: Andrew Austin can totally pull this out. But it's not going to be easy and he could fail IMO. No position I'll just watch for now"
X Link 2024-01-27T08:02Z [----] followers, [----] engagements

"The insurance segment is low margin but I'm happy to see some organic growth $WATR"
X Link 2024-02-01T08:01Z [----] followers, [----] engagements

"Part of @muddywatersre short report is actually a good long thesis on Fairfax's capital allocation $FFH.TO $FRFHF $FFH.CN: Fairfax knew their stock was extremely cheap below book value and was already buying back shares in 2020-2021 Fairfax knew they were going to get gains on their books due to mark ups and pretty good fundamentals Fairfax set up a Total Return Swap to make shareholders profit EVEN MORE from those gains in book value getting exposed in the long side to the gains of their own stock And somehow this is bad for shareholders It's actually a genius move. Bet on your own stock"
X Link 2024-02-09T18:11Z [----] followers, [----] engagements

"Water Intelligence ended up having a decent [----] despite tough macro conditions. PBT +13%. New acquisition announced. Hope [----] can show margin improvements and more acquisitions now that headquarter and salesforce costs should stop growing. $WATR"
X Link 2024-02-15T07:39Z [----] followers, [----] engagements

"Fairfax Financial $FFH.TO now has a four year visibility of 4B operating income. It's impossible to know the exact EPS since it will depend on investment returns but even if we assume 0% returns and 0% growth of op. income the conservative case looks something like this:"
X Link 2024-02-17T07:41Z [----] followers, 11.4K engagements

"Bought back into $CGEO. Will probably sell if it reaches [----] gbx though sold it some months ago at [----] to fund more $PAGS purchases but clearly I should have sold something else. First world problems though"
X Link 2024-02-22T12:19Z [----] followers, [----] engagements

"Water Intelligence $WATR has been pretty disappointing since they started investing in the salesforce CRM and training new technicians resulting in EPS not growing as fast as in the past and multiple compression. I think it is cheap now that they are finishing those investments"
X Link 2024-03-10T08:30Z [----] followers, [----] engagements

"Looking good. $CGEO Im still not very comfortable with geopolitical risk though. Bought back into $CGEO. Will probably sell if it reaches [----] gbx though sold it some months ago at [----] to fund more $PAGS purchases but clearly I should have sold something else. First world problems though. Bought back into $CGEO. Will probably sell if it reaches [----] gbx though sold it some months ago at [----] to fund more $PAGS purchases but clearly I should have sold something else. First world problems though"
X Link 2024-03-13T16:57Z [----] followers, [----] engagements

"I really dont get the levered low cost gyms. The return on capital employed looks very low even on a normalized environment. All that debt adds a lot of risk which the market isnt even pricing in $BFIT"
X Link 2024-03-16T06:26Z [----] followers, [----] engagements

"Now do the same video with net loss from operations 😂🚩 $BOC"
X Link 2024-03-28T06:05Z [----] followers, 11.7K engagements

"Just curious trying to understand cable cos better. What is $CHTR spending all that capex on if they are not growing revenues I've been told that cable co's should ignore depreciation expense. But it seems very wrong"
X Link 2024-03-30T19:49Z [----] followers, [----] engagements

"$BOC has been investing a lot of capital at very low rates of return. A cumulative capex of over 120m and cash acquisitions of over 300m got them 16m of cash from operations before maintenance capex after overhead expenses. Yes I re-read the [----] shareholder letter"
X Link 2024-03-31T06:30Z [----] followers, [----] engagements

"@BankingIp $boc $BOC has been investing a lot of capital at very low rates of return. A cumulative capex of over 120m and cash acquisitions of over 300m got them 16m of cash from operations before maintenance capex after overhead expenses. Yes I re-read the [----] shareholder letter. https://t.co/MkXJvXTd4E $BOC has been investing a lot of capital at very low rates of return. A cumulative capex of over 120m and cash acquisitions of over 300m got them 16m of cash from operations before maintenance capex after overhead expenses. Yes I re-read the [----] shareholder letter. https://t.co/MkXJvXTd4E"
X Link 2024-03-31T06:31Z [----] followers, [---] engagements

"I suspect that most of the Boston Omaha pumper accounts on X might be somehow related to the company. Will start blocking. Please comment below $BOC"
X Link 2024-04-02T19:26Z [----] followers, [----] engagements

"How to profit from this Is it really such a big change in energy demand Thoughts"
X Link 2024-05-04T11:40Z [----] followers, 82.5K engagements

"New franchise reacquisition by Water Intelligence $WATR. Tbh I almost thought I would die waiting before they started to do M&A again. Hope that with Salesforce implemented we can see more of these and increased efficiency. Hasnt been a great investment thus far"
X Link 2024-05-09T06:51Z [----] followers, [----] engagements

"Water Intelligence Q1-2024 $WATR Revenue +6% PBT +14% Revenue and PBT should grow faster for the rest of the year as Q1 does not include their latest acquisition. Still not impressive at all but not bad either I think it improves meaningfully going forward"
X Link 2024-05-16T06:26Z [----] followers, [----] engagements

"Is US healthcare really so bad $UNH Ok this clip about navigating the American Healthcare System from the recent South Park ozempic special (which was brilliant) needs to be the opening of every healthcare conference panel https://t.co/hsIlyG4eln Ok this clip about navigating the American Healthcare System from the recent South Park ozempic special (which was brilliant) needs to be the opening of every healthcare conference panel https://t.co/hsIlyG4eln"
X Link 2024-05-26T19:33Z [----] followers, [----] engagements

"if the TA mumbo jumbo works it should go up now right $FFH.TO $FRFHF"
X Link 2024-06-24T07:13Z [----] followers, [----] engagements

"Water Intelligence's FY23 results are out Profit Before Tax recovered to all time highs and is expected to keep growing in FY24 $WATR $WATR.L"
X Link 2024-06-27T07:04Z [----] followers, [----] engagements

"IDK how Water Intelligence does not do very well long-term. Just read the [----] report. Their plan looks great and achievable. So many capital allocation possibilities on a growing market. I overpaid 1st but recent dips allowed me to increase my position near breakeven now. $WATR"
X Link 2024-06-27T10:40Z [----] followers, [----] engagements

"Looks like Fairfax will be selling Stelco at a premium. $FFH.TO $STLC $CLF $STLC Cleveland-Cliffs announced the acquisition of Stelco Holdings for a total enterprise value of around $2.5 billion. $CLF $STLC Cleveland-Cliffs announced the acquisition of Stelco Holdings for a total enterprise value of around $2.5 billion"
X Link 2024-07-15T10:49Z [----] followers, [----] engagements

"Any $TEQ shareholder thoughts on 24% of Q2 [----] profit before tax being due to an 11m gain in "Other operating income and expenses" TY"
X Link 2024-07-21T14:50Z [----] followers, [----] engagements

"@ReturnsJourney $teq is much better than boston omaha. Honestly the amount of bullshit at boston omaha was hallucinating. But idk if $teq deserves current valuation and I doubt management honesty"
X Link 2024-07-21T18:18Z [----] followers, [----] engagements

"@Citrini7 Wonder what $TEP.PA shareholders think"
X Link 2024-07-29T12:04Z [----] followers, [---] engagements

"Bought some Tenaz energy $TNZ the past days found about it in a Youtube channel that cannot be named because they don't seem to like me but it's such a good acquisition lol. I think it still has more upside just on this deal"
X Link 2024-07-31T20:10Z [----] followers, [----] engagements

"@Secrets4stocks Theres several cults in spanish fintwit. They dont like anyone 🤷🏻"
X Link 2024-07-31T20:24Z [----] followers, [---] engagements

"New Teqnion acquisition (not a meme) $TEQ 1.3m revenue (1% of teqnion revenues) price not disclosed I just don't get this company but maybe Im missing something"
X Link 2024-08-02T14:23Z [----] followers, [----] engagements

"Concentrated my portfolio on the top ideas now only own (ordered by size): $FFH.TO $SDI.L $IGIC $WATR.L $META $MOB.ST $EVO $U.UN $TNZ"
X Link 2024-08-06T13:58Z [----] followers, [----] engagements

"Added more $TNZ After the success of Afentra #AET and Seplat #SEPL I think I have found the next lucrative Oil & Gas investment: Tenaz $TNZ acquires NOBV for 165m EUR w/o dilution. The same ingredients as before: very cheap cash flow generative underinvested assets https://t.co/416XmiKKBh After the success of Afentra #AET and Seplat #SEPL I think I have found the next lucrative Oil & Gas investment: Tenaz $TNZ acquires NOBV for 165m EUR w/o dilution. The same ingredients as before: very cheap cash flow generative underinvested assets https://t.co/416XmiKKBh"
X Link 2024-08-09T13:40Z [----] followers, [----] engagements

"Not very relevant but shows commitment to more acquisitions and a very promising business plan $WATR"
X Link 2024-08-13T08:08Z [----] followers, [----] engagements

"$EVO 🚨 Evolution Georgia workers begin hunger strike demand 100% pay rise 👉 https://t.co/YWhSXO9B0d $EVO #Georgia #strike 🚨 Evolution Georgia workers begin hunger strike demand 100% pay rise 👉 https://t.co/YWhSXO9B0d $EVO #Georgia #strike"
X Link 2024-08-16T20:20Z [----] followers, [----] engagements

"Ooof Do you think we are in a "New Oil Supercycle" Have been hearing this for some time. Poll below👇 https://t.co/fXTBgNHD6P Do you think we are in a "New Oil Supercycle" Have been hearing this for some time. Poll below👇 https://t.co/fXTBgNHD6P"
X Link 2024-09-07T10:31Z [----] followers, [----] engagements

"Btw: i am an official uranium bagholder"
X Link 2024-09-07T10:40Z [----] followers, [----] engagements

"$FFH.TO On a TTM basis (to 9/30/23) $FFH.TO has bought back 1m shares. Combined with dividends of $15/sh thats a shareholder yield north of 6%. I expect the buybacks will pick up post October if the valuation remains constrained factoring in 3-5% BV growth per quarter. https://t.co/HhVEPAkMb0 On a TTM basis (to 9/30/23) $FFH.TO has bought back 1m shares. Combined with dividends of $15/sh thats a shareholder yield north of 6%. I expect the buybacks will pick up post October if the valuation remains constrained factoring in 3-5% BV growth per quarter. https://t.co/HhVEPAkMb0"
X Link 2024-09-11T08:22Z [----] followers, [----] engagements

"Me podis decir acciones polacas de crecimiento que estn baratas y sean de calidad Gracias The selloff has made Polish stocks the cheapest ever relative to developing peers. The WIG20 now trades at a 43% discount to the MSCI Emerging Markets Index compared with a valuation premium of more than 100% in [----] and near parity as late as last October. https://t.co/lv95nD5sOU The selloff has made Polish stocks the cheapest ever relative to developing peers. The WIG20 now trades at a 43% discount to the MSCI Emerging Markets Index compared with a valuation premium of more than 100% in [----] and near"
X Link 2022-07-06T07:26Z [----] followers, [--] engagements

"Cul es la empresa de oil ms barata a da de hoy para beneficiarse de esto US crude storage with SPR falls below [---] million bbls. https://t.co/lJppR7fPP0 US crude storage with SPR falls below [---] million bbls. https://t.co/lJppR7fPP0"
X Link 2022-07-27T14:45Z [----] followers, [--] engagements

"Any opinions on $WBD [---] billion in debt and [--] billion in equity. -LTM FCF (excluding changes in working Capital and SBC) is 10.6B EV/FCF(adj) = [---] Market cap/FCF(adj) = [---] John Malone is in the Board with 0.8% of shares and said he considers it a long-term investment"
X Link 2023-01-02T16:03Z [----] followers, [----] engagements

"Creating a short video on $WBD and it's possibly good returns through debt repayments for my YouTube channel. Should be uploaded this afternoon"
X Link 2023-01-06T09:33Z [----] followers, [----] engagements

"Lowe's $LOW has been buying back it's shares with cash flows and debt (shares outstanding -10% YoY). Some data: Net Debt: 34.3B EBITDA: 14.1B Free Cash Flow: 8.2B Net Debt/EBITDA: 2.4x Net Debt/FCF: 4.2x They will slow down the speed once they reach Debt/EBITDA of [----] (soon)"
X Link 2023-01-08T08:20Z [----] followers, 11.2K engagements

"My napkin numbers on Alphabet $GOOGL $GOOG 🧵 If Search grows at 10% YouTube ads at 15% Network at 8% other at 15% and Cloud slowly goes down from 38% to 20% growth: Revenue in [----] will be double than in [----]. *assuming a continued slowdown in [--] and recovery by 24"
X Link 2023-01-22T11:24Z [----] followers, 27.3K engagements

"Whats your opinion on Real Estate prices in major European cities going forward Its going down Its going up Its going down Its going up"
X Link 2023-01-30T18:57Z [----] followers, [----] engagements

"Quick comments on Markel earnings $MKL: Nothing Special good earnings. Book value looks low at [---] but it will go back up once bonds near expiration date. They are executing properly. Profit margin on Markel Ventures is too low though. Holding at this level"
X Link 2023-02-02T20:18Z [----] followers, [----] engagements

"Geo Energy is paying out more than half of profits to shareholders. I agree it should be 100% and all in buybacks but still I think it's misspriced. 28% dividend yield 57% payout ratio $RE4"
X Link 2023-02-27T17:27Z [----] followers, [----] engagements

"Started a new position in Hydratec Industries $HYDRA. Probably last time I post about this one since it's very illiquid. EPS of [--] on a [--] EUR stock with a 8% dividend yield. I was afraid of a big decrease in profit margins but they posted a very good result in H2"
X Link 2023-03-03T15:57Z [----] followers, 22K engagements

"If the market thinks Bank of Georgia $BGEO is at any ways comparable to $SIVB and brings it down a bit more. It will be a good opportunity"
X Link 2023-03-10T16:30Z [----] followers, [----] engagements

"Bank of Georgia looks fine to me $BGEO"
X Link 2023-03-13T20:13Z [----] followers, [----] engagements

"There's a possibility that interest rates might end up dropping fast. This is a risk for Fairfax Financial $FFH.TO $FFH. Let's do some quick math on the effect of dropping rates 👇🧵"
X Link 2023-03-18T16:04Z [----] followers, [----] engagements

"$UNFI at a [----] price to sales ratio with a mean of 0.30x after an unloved acquisition that they are still digesting. As they agressively pay down debt it should re-rate a lot. Full explanation in my YouTube channel: https://youtu.be/ow05UprDo_Q https://youtu.be/ow05UprDo_Q"
X Link 2023-03-23T18:00Z [----] followers, [----] engagements

"New Video: Markel Corporation is using Warren Buffett's Investing Strategy (EXPLAINED) $MKL $BRK $BRK.B $BRK.A $BRKB LINK: https://youtu.be/hgjKY8oxnAk https://youtu.be/hgjKY8oxnAk"
X Link 2023-04-02T13:02Z [----] followers, [----] engagements

"$MKL is a great buy now. Quick note: book value kept increasing this years (and is currently depressed due to bond and stock drawdowns). Multiple compressed. Additionally: Book value does not correctly represent Ventures earnings. Bond portfolio will earn more with high rates pretty rough [--] years for everybodys second favorite insurer. $MKL https://t.co/mfXo1yMNV6 pretty rough [--] years for everybodys second favorite insurer. $MKL https://t.co/mfXo1yMNV6"
X Link 2023-04-06T11:17Z [----] followers, 27.9K engagements

"Cloudfare $NET keeps reporting non-GAAP net income that the market doesn't really care about. Will they understand or keep bashing the head against the wall ignoring SBC"
X Link 2023-04-28T18:00Z [----] followers, [----] engagements

"New Substack Post On Waiting For a Fat Pitch and Swinging Hard My thoughts on Catalysts the $META Drama $MMM and the Stanley Druckenmiller interview. Hope you can 💙 and 🔄it Link: https://oscar100.substack.com/p/on-waiting-for-a-fat-pitch-and-swinging https://oscar100.substack.com/p/on-waiting-for-a-fat-pitch-and-swinging"
X Link 2023-05-04T19:08Z [----] followers, [----] engagements

"What a beast $BGEO"
X Link 2023-05-05T17:15Z [----] followers, [----] engagements

"I have $MMM and some other stocks in a Watchlist of stocks that are going down. For this ones I will try to be patient until there is a fundamental change to the better. This were my comments on s u b s t a c k"
X Link 2023-05-10T21:13Z [----] followers, [----] engagements

"I already shared this. But I want to share it again since it is sooo sooo good. Want to understand Insurance Check this out $FFH.TO $BRK $BRK.B $MKL P.S Subscribe to @_OliverSung 's Blog. Just read this one but it looks great This write-up on Fairfax may be the most important I post in a while. $FFH $FFH.TO https://t.co/wgKBCf5OBg This write-up on Fairfax may be the most important I post in a while. $FFH $FFH.TO https://t.co/wgKBCf5OBg"
X Link 2023-05-13T07:00Z [----] followers, [----] engagements

"Buffett might be looking to buy all of $OXY or take a control position for some reason. He keeps adding. I think it would be a great addition to Berkshire's private businesses. It would produce a ton of FCF at high oil prices (but not much at low prices) $BRKB"
X Link 2023-05-16T17:30Z [----] followers, [----] engagements

"Someone messed up at Markel and spammed my email with old reports hahahahahaha. You are forgiven $MKL"
X Link 2023-05-17T16:15Z [----] followers, [----] engagements

"If I was to add to any of my existing positions it would probably be $UNFI or $FFH.TO. 2% cash available only though"
X Link 2023-05-17T19:46Z [----] followers, [--] engagements

"4/ 2024: Gross profit = 92810511= + 1072B Total Operating Expenses - 593B Operating Income = 479B At current price $META would be at 13x [----] EBIT (if this scenario comes to play). But it will all depend on revenue growth and company not taking up costs again"
X Link 2023-05-19T17:25Z [----] followers, [--] engagements

"Why does "EPS Normalized" not include SBC for $PYPL stock in @theTIKR Isn't SBC a Normal expense Lol. All this services are great for first time screening but always re-check everything"
X Link 2023-05-20T23:41Z [----] followers, [--] engagements

"@FI_investor @ReturnsJourney Yeah just that $PYPL forward PE is [--] not [--] looks like databases take analysts numbers which dont include SBC on normalized earnings since the company excludes it"
X Link 2023-05-21T07:43Z [----] followers, [---] engagements

"Discussing PayPal Stock with Olivier Marz @ReturnsJourney - FULL [--] Hour ANALYSIS $PYPL"
X Link 2023-05-21T13:00Z [----] followers, [--] engagements

"New Video: Discussing PayPal Stock with Olivier Marz @ReturnsJourney - FULL [--] Hour ANALYSIS $PYPL LINK:"
X Link 2023-05-21T14:12Z [----] followers, [--] engagements

"@ReturnsJourney $MKL"
X Link 2023-05-22T06:14Z [----] followers, [---] engagements

"Something I hate about big tech is the huge regulatory risks $META"
X Link 2023-05-22T11:33Z [----] followers, [--] engagements

"Looking forward for the AI agent. What do you think Is this possible Will AI change the world as we know it Looks like $MSFT wants to be the first $10 trillion company. Should $GOOG and $AMZN be afraid I got no idea 🤷"
X Link 2023-05-22T19:49Z [----] followers, [--] engagements

"Pretty crazy how office REITs went from outperforming for decades to underperforming since the financial crisis to getting destroyed due to WFH $VNO"
X Link 2023-05-22T21:10Z [----] followers, [----] engagements

"@DimmuBurgers Yup"
X Link 2023-05-24T04:46Z [----] followers, [---] engagements

"My bottom three positions are doing really bad fundamentally since I bought them $DSK $EMBRAC $ASC.L. Thats [--] out of [--] but its still a drag on performance. I am not adding to any of them currently. P.S: I am confident that big winners end up compensating all losers long-term New blog post: Portfolio Review - May [----] (and some thoughts) My learning curve Concentration and Catalysts on undervalued stocks https://t.co/MRZ93TUum2 https://t.co/skefPwcw1Z New blog post: Portfolio Review - May [----] (and some thoughts) My learning curve Concentration and Catalysts on undervalued stocks"
X Link 2023-05-24T05:54Z [----] followers, [----] engagements

"I would argue $META should trade at at around 20x EBIT in [----] considering: Revenue growth will continue with positive margin implications Excluding Reality Labs losses it would be cheaper although I think you should not fully exclude them That would be 950B market cap"
X Link 2023-05-25T06:01Z [----] followers, [--] engagements

"@Fritz844 I agree that valuations are low. But capital allocation is ridiculously bad on most companies. Holding cash or reinvesting it instead of buying back shares. Many pay out a dividend when its clearly not the smart thing to do at low single digit earnings. Do shareholders matter"
X Link 2023-05-25T06:39Z [----] followers, [---] engagements

"Good thing mostly $META but also other positions are doing well this year. Else this wouldve been another bad year for me. Missing the years when everything I bought at least doubled lol. Market has become much harder"
X Link 2023-05-25T17:48Z [----] followers, [--] engagements

"Dropbox $DBX and Paypal $PYPL are both similar stories where market is pricing them at a lowish multiple compared to growth because of perceived terminal risk. Any investor who can predict if the risk will materialize might make a good investment. I have no clue atm"
X Link 2023-05-27T08:47Z [----] followers, [--] engagements

"So many $NVDA shorts are looking backwards instead of forward while Druckenmiller has sized it as a big position (he probably exits it at some point though). You need to know one thing: If AI really means demand for chips will go up massively both profit margins and revenue can"
X Link 2023-05-27T10:44Z [----] followers, [--] engagements

"Random Market Thoughts Ep.1 $NVDA shorts vs Druckenmiller $META Cost Cuts Farifax Financial's investment income $FFH.TO Oil in China Trying this new format comment below if you like it Link:"
X Link 2023-05-28T11:49Z [----] followers, [--] engagements

"Agree with everything stated here $NVDA. There is a lot to learn from Value Investors in this piece. You forgot to mention that Druckenmiller was long with a lot of exposure just because he thought earnings would be much higher than analyst estimates even if multiple was high"
X Link 2023-05-29T15:50Z [----] followers, [--] engagements

"Sold $HYDRA and almost doubled $FFH.TO exposure. Will make a portfolio update post on substack later when I arrive home"
X Link 2023-05-29T15:52Z [----] followers, [--] engagements

"Why does $MMM keep the dividend They should fully remove it and buyback shares like crazy. It's the smart thing to do but I guess they have a "King" reputation to maintain. A real King would buyback 10% of the shares at this valuation"
X Link 2023-05-30T17:56Z [----] followers, 31.5K engagements

"Remove the dividend and go all in buybacks of $MMM stock @3M - Shareholders will love it"
X Link 2023-05-30T20:56Z [----] followers, [--] engagements

"I think Zuck cut the fat on Family of Apps to be able to pursue his metaverse ambitions without investor pressure. I think he succeeded pretty much after this rally so Reality Labs is here to stay. At least I hope it gets better there 🤞 $META"
X Link 2023-06-01T06:10Z [----] followers, [----] engagements

"Added some more $UNFI to bring it up to 5.7% of the portfolio. Nothing new I just feel like there is a ton of upside if they can pay down the debt P.S Some people are thinking I am bearish on $META because of my metaverse hate-tweets but it's my first position currently lol"
X Link 2023-06-01T18:26Z [----] followers, [----] engagements

"New Video: Warren Buffett is Bullish Oil and $OXY - But Why Link: https://youtu.be/CiZxITpmFa4 https://youtu.be/CiZxITpmFa4"
X Link 2023-06-03T12:04Z [----] followers, [----] engagements

"Will $AAPL be the first one to make money with the metaverse 3499$ headset 🤣 I think they will find a way to blow some billions even with this price"
X Link 2023-06-05T19:17Z [----] followers, [--] engagements

"Apple device looks [---] times cooler. Cmon Zuck you can do better $META"
X Link 2023-06-05T20:59Z [----] followers, [--] engagements

"Will post a video reviewing $UNFI earnings soon. I think its a temporary issue a very low margin company has huge swings in EPS with a small change in gross margin. Once contracts get renewed it should be solved. It will take some time though. My average cost is 24.3"
X Link 2023-06-07T15:30Z [----] followers, [----] engagements

"United Natural Foods Q3 [----] Results Update $UNFI"
X Link 2023-06-07T20:44Z [----] followers, [--] engagements

"@stonkmetal Yeah I know $DHR and $TMO have also been affected by loss of covid revenues though"
X Link 2023-06-11T10:44Z [----] followers, [---] engagements

"Would you rather invest in $XPEL or $TSLA if you are looking for growth I'd probably prefer Xpel"
X Link 2023-06-11T15:44Z [----] followers, [----] engagements

"2/ XPEL sells software and database of film patterns to installers that helps them deal with the variability of car models (80.000 designs). The installer will be able to print film cutouts that match the size and shape of vehicle models. It saves TIME and decreases ERRORS"
X Link 2023-06-15T17:35Z [----] followers, [---] engagements

"3/ Competiton includes: 3M $MMM and Eastman Chemical $EMN but they do not have such a good software and are focused on other product lines. This is just a tiny fraction of their revenues. So no wonder they don't care as much"
X Link 2023-06-15T17:35Z [----] followers, [---] engagements

"Life Science Tools and Services - Sector Analysis. One of the most resilient sectors in the market. Great hunting ground for compounders. Make sure to check out my new writeup. Link in bio. $TMO $DHR $MTD $A $SRT $DIM $ERF.PA $WAT $SDI.L"
X Link 2023-06-17T06:58Z [----] followers, 59.1K engagements

"Anyone else got the silly looking shoe but forgot to buy the stock 🤣 $CROX"
X Link 2023-06-17T16:09Z [----] followers, [--] engagements

"Sartorius $DIM shows how growth company margins should evolve as they scale and become more efficient. ✅Gross margins stay flat while probably they have better cost advantages increasing the value for clients ✅Operating margins go up as operating expenses are a lower and lower percentage of revenues ✅Small and constant yearly improvements lead to huge long-term results"
X Link 2023-06-18T10:48Z [----] followers, [----] engagements

"OK so out of all the companies profiled I am mostly interested in Danaher $DHR (and Eurofins $ERF.PA but I already own it). $TMO is more expensive than $DHR with similar long-term EPS growth. $DIM issued a profit warning and I cant predict how biotech market will evolve. Life Science Tools and Services - Sector Analysis. One of the most resilient sectors in the market. Great hunting ground for compounders. Make sure to check out my new writeup. Link in bio. $TMO $DHR $MTD $A $SRT $DIM $ERF.PA $WAT $SDI.L https://t.co/NOCKmECrvg Life Science Tools and Services - Sector Analysis. One of the"
X Link 2023-06-19T16:44Z [----] followers, [----] engagements

"Not bad at all $META We want more of this and less of the metaverse. Thank you Zuck. SHEIN started using WhatsApp's distribution channel to connect with its customers. https://t.co/pFDienHEY4 SHEIN started using WhatsApp's distribution channel to connect with its customers. https://t.co/pFDienHEY4"
X Link 2023-06-19T16:58Z [----] followers, [----] engagements

"A couple of years ago I was reading that buying a REIT was the same as buying a property but without having to deal with tenants. Well. nope They do NOT have [--] year fixed loans They have huge management fees"
X Link 2023-06-20T18:30Z [----] followers, 17K engagements

"Anyone else feeling this Many stocks going down/sideways. Only a few up. Macro environment is really bad its hard to get a stock rerating in this environment. Most stocks I analyze have deteriorating fundamentals. How are you doing The market feels a bit like a landmine field. Hard to get big reratings but easy to mess up big and buy a loser that goes down a lot. Do you share this feeling https://t.co/fYfIMC6kf3 The market feels a bit like a landmine field. Hard to get big reratings but easy to mess up big and buy a loser that goes down a lot. Do you share this feeling https://t.co/fYfIMC6kf3"
X Link 2023-06-21T15:34Z [----] followers, 12.4K engagements

"@yagues92 Est claro que el SP500 lo sostienen pocas empresas una de ellas $META que la llevo (aunque el ao pasado era lo contrario). Nose si agrupar las smallcaps en un grupo tiene sentido por ejemplo Auto Partner $APR.WA va bien"
X Link 2023-06-21T15:43Z [----] followers, [---] engagements

"Discovered @Borlaug_ 's Substack great resource for Life Science related companies. The Bioprocessing article is great for understanding Sartorius $DIM. Make sure to check it out. Link is his bio"
X Link 2023-06-21T18:39Z [----] followers, [---] engagements

"Its crazy how bad the market prices one-time sales and high profit margins. Example: $DIM and their covid inflated profit margin and revenues were priced as if it was going to last forever for some months"
X Link 2023-06-21T21:27Z [----] followers, [----] engagements

"Does $META hit [---] when Zuck destroys Elon in a cage fight 🤣"
X Link 2023-06-22T20:43Z [----] followers, [----] engagements

"Real Estate Stocks - When Dividends Are Bad Capital Allocation"
X Link 2023-06-24T13:00Z [----] followers, [--] engagements

"Disney $DIS cash from operations is down a lot in the past years. Analysts are expecting FCF to recover pretty fast. Any thoughts"
X Link 2023-06-25T11:53Z [----] followers, [----] engagements

"@yagues92 @investordotdev Yo tambien me refiero al forward por ahi anda"
X Link 2023-06-26T20:58Z [----] followers, [--] engagements

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