@pepiteseurope Thibault Mambour - Freya-Finance
Thibault Mambour - Freya-Finance posts on X about money, silver, $alphl, debt the most. They currently have [---] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.
Engagements: [---------] #
Mentions: [--] #
Followers: [---] #
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries technology brands cryptocurrencies automotive brands currencies exchanges travel destinations celebrities
Social topic influence money, silver, $alphl, debt, switzerland, xiaomi #1242, $adyen #47, china, i am, portugal
Top accounts mentioned or mentioned by @capitalatrisk23 @govro12 @returnsjourney @shotchange @tintincapital @ecommerceshares @iggyoninvesting @lionelwoodllc @dxd2r2msj4 @investroiss @investwithwes1 @davidkatunaric @hkuppy @memyselfandi006 @skiingswimming1 @evfcfaddict @dutchinvestors @vk250382 @721wvt @divinelylevered
Top assets mentioned Fiserv, Inc. (FI) Santiment Network Token (SAN) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) XPENG INC. (XPEV) Joystream (JOY) NVIDIA Corp. (NVDA) Mastercard, Inc. (MA)
Top Social Posts
Top posts by engagements in the last [--] hours
"nice financials from $pbr took a small position with $ec. This lead my O&G portfolio of $vtl $joy & $sd"
X Link 2023-03-02T15:31Z [---] followers, [---] engagements
"In Latin America the discrepancies between [--] giants Mexico and Brazil is striking"
X Link 2023-03-10T14:33Z [---] followers, [--] engagements
"Opened a small position on a micro french cap: Moulinvest $almou + insider purchase + family majority stake + great growth story + great infrastructure (took advantage on the skyrocketing price of past [--] years to build state of the art machinery and buildings) - lumber price"
X Link 2023-05-09T07:42Z [---] followers, [---] engagements
"There is always discussion about political risk when you invest in emerging / frontier markets but maybe we underestimate this factor for developed countries The UK's largest oil producer Harbour Energy says the windfall tax saw its profits drop from [---] billion to [--] million last year. As a result it is cutting jobs axing UK projects & looking to invest outside the UK. We are run by idiots. https://t.co/0Kj4ADR6Op The UK's largest oil producer Harbour Energy says the windfall tax saw its profits drop from [---] billion to [--] million last year. As a result it is cutting jobs axing UK projects &"
X Link 2023-05-15T00:59Z [---] followers, [--] engagements
"@ReturnsJourney Tough day for $blc looks like a fund pulling the plug but let see"
X Link 2023-09-21T22:01Z [--] followers, [---] engagements
"@IggyOnInvesting Own $kist :)"
X Link 2023-09-22T10:57Z [---] followers, [---] engagements
"@ReturnsJourney Today is a happier day for $blc shareholder we can join the dance :)"
X Link 2023-09-22T19:18Z [--] followers, [--] engagements
"How do you call a company trading at [---] M for an Ebitda at 102M $blc"
X Link 2023-10-18T16:31Z [--] followers, [--] engagements
"smart move when your return suck you can use the tax deduction schema"
X Link 2023-10-22T20:31Z [--] followers, [--] engagements
"@FrenchyGil @pierremeriaux @CecileDuflot @SNCFConnect @trainline_fr oui mais c'est la loi qui les y obligent seul les compagnies nationales ont le droit de vendre au rel prix"
X Link 2023-12-09T12:29Z [--] followers, [--] engagements
"@CCM_Brett Alpha group $alph.l - clean balance sheet (100m+ in cash) - growing very well with great (amazing) management - expanding to other verticals using the cash from interest rate to accelerate it"
X Link 2024-01-03T07:39Z [--] followers, [---] engagements
"@DesmondShum For me the problem with China is coming from its government until the ant financial ipo nothing was stopping China to take over as tech leader until Xi said the party is over since then I have less confidence"
X Link 2024-01-21T13:56Z [--] followers, [---] engagements
"@MebFaber Barack obama did [--] terms and could almost be the son of the last [--] presidents"
X Link 2024-01-22T12:22Z [--] followers, [--] engagements
"close to yolo everything on $alph.l almost a third of the market cap in cash 10%+ of growth huge beneficiary of 'high' interest rate"
X Link 2024-01-26T21:22Z [--] followers, [--] engagements
"central banks not reducing their interest rates are good news for $alph.l"
X Link 2024-02-01T08:48Z [--] followers, [--] engagements
"@ReturnsJourney I mean guys you are not fair he was long [--] shares or [---] This is a life changing position Btw I own some etf that contained $nvda can I also do some victory lap"
X Link 2024-02-14T15:41Z [--] followers, [---] engagements
"$lcid saying they will only produce [-----] vehicles vs an estimation of 22.500+ . it is way to expensive a 8B$"
X Link 2024-02-21T21:12Z [--] followers, [---] engagements
"and $rivn [------] deliveries vs [------] expected "
X Link 2024-02-21T21:16Z [--] followers, [--] engagements
"I sold my $gte for $pxt I think $gte is most undervalued in case of an oil bull market but I am not a biggest fan of their [----] numbers and all the money going to buyback while not using part for debt re-purchase and increasing debt"
X Link 2024-02-23T09:43Z [---] followers, [---] engagements
"@Loris_Dalleau Salesforce"
X Link 2024-03-03T19:46Z [--] followers, [---] engagements
"@IggyOnInvesting At least your getting closer to belgium ;)"
X Link 2024-03-06T10:38Z [--] followers, [---] engagements
"@IggyOnInvesting @MichelVer55595 Unrealized gains Will they give you tax deduction for unrealised losses"
X Link 2024-03-07T06:52Z [---] followers, [--] engagements
"@ParthenosCap but the problem is that for now their revenues are decreasing "
X Link 2024-03-11T15:26Z [---] followers, [--] engagements
"$ma and $v green on the news that they will reduce their transaction fees "
X Link 2024-03-26T14:23Z [---] followers, [--] engagements
"interesting take on the visa / mastercard settlement Longer post feel free to skip Notable Stuff from the Visa-Mastercard Settlement Agreement Here are a few items of note in the Visa and Mastercard Settlement Agreement filed today (yet to be approved by the court). Main Takeaway. I think the equilibrium of costs and https://t.co/79dq9GBJ3X Longer post feel free to skip Notable Stuff from the Visa-Mastercard Settlement Agreement Here are a few items of note in the Visa and Mastercard Settlement Agreement filed today (yet to be approved by the court). Main Takeaway. I think the"
X Link 2024-03-31T21:49Z [---] followers, [---] engagements
"@bencoates1 zurich and switzerland is missing :)"
X Link 2024-04-09T12:48Z [---] followers, [---] engagements
"ok so PE of [--] for negative growth sounds reasonable "
X Link 2024-04-17T16:02Z [---] followers, [---] engagements
"$alwec.pa published its results: revenues up 11.2% EBITDA up 20.8% and net results standing at [---] up 21.2% and net cash of 8M all this for 56M of market cap . I love small cap (btw there is also a small dividend share re-purchase and expected double digit growth)"
X Link 2024-04-18T07:21Z [---] followers, [----] engagements
"@dxd2r2msj4 to be fair the track record of those politicians are not really in the favour of the lse :)"
X Link 2024-04-22T20:37Z [---] followers, [--] engagements
"@dxd2r2msj4 yes but how would they do it (and for which result) It's been years that people are urging the government to help put back money on the stock market and not just bonds without success . pushing IPOs (of quality) is a much harder task"
X Link 2024-04-23T09:34Z [---] followers, [--] engagements
"in [----] we are using server destined for edge-computing to replace fossil fuel based heater in public space $al2si.pa"
X Link 2024-04-23T11:22Z [---] followers, [---] engagements
"Very nice podcast @unscriped_fm one of my favorite investment strategy sadly not that easy of access . https://podcasts.apple.com/ch/podcast/investing-unscripted/id1638200302i=1000652722129 https://podcasts.apple.com/ch/podcast/investing-unscripted/id1638200302i=1000652722129"
X Link 2024-04-23T17:15Z [---] followers, [--] engagements
"Good Q1 numbers for $SAB1L"
X Link 2024-04-29T18:09Z [---] followers, [--] engagements
"Good results from Santander as well $san"
X Link 2024-04-30T10:18Z [---] followers, [---] engagements
"@InvestRoiss to be fair local competitor can outcompete big american companies (uber vs bolt / lime / .) and it is not new in Belgium we had quick that resisted very well (the small) Mc Donald's back in the days. But we need people to create - and capital to fund them"
X Link 2024-04-30T10:45Z [---] followers, [---] engagements
"@InvestRoiss yes I agree but my point is that money is not everything and many european companies showed that you can outcompete the american deep pocket often they are less talked about due to less big name / marketing expenses (knime vs alteryx affinity vs adobe mistral vs openai .)"
X Link 2024-04-30T11:24Z [---] followers, [---] engagements
"Link in the bio :)"
X Link 2024-05-02T09:17Z [---] followers, [---] engagements
"$expl.pa doing a small acquisition to help its international footprint seems a smart move"
X Link 2024-05-13T20:14Z [---] followers, [---] engagements
"@shot_change at least Taylor Swift concerts are good for the US inflation numbers with the amount of americans spending their dollars on this side of the atlantic it should help reduce (a bit) the demand (25% of spectator in the paris shows were from the US)"
X Link 2024-05-15T13:44Z [---] followers, [--] engagements
"Opened a new small position (60 shares at 12.01) on $nu after the q1 results. A company I follow for some time already valuation is still expensive for me but the cost leader on its markets. If it would go down I will increase my position"
X Link 2024-05-15T17:30Z [---] followers, [---] engagements
"Good q1 results for bastide $blc.pa. Lets see if it will help keep the momentum"
X Link 2024-05-15T20:18Z [---] followers, [---] engagements
"@Strslkchn Thank you Ill have a look :)"
X Link 2024-05-22T22:03Z [---] followers, [--] engagements
"@IggyOnInvesting @banana_capital_ Love is a strong word for ryanair"
X Link 2024-05-22T22:05Z [---] followers, [--] engagements
"had an order for $wise.l at 695p because didn't want to make it at 700p good choice as it is now above 750p "
X Link 2024-06-13T12:27Z [---] followers, [---] engagements
"Santander $san Buy Now Pay Later Zinia with already signed partnership with Apple and opened discussion with Amazon for European rollout . Stock down because why not"
X Link 2024-06-21T11:14Z [---] followers, [---] engagements
"want to add $gm.mi and but tough decisions to make as I am low on liquidity . http://ml.br http://ml.br"
X Link 2024-07-02T20:07Z [---] followers, [---] engagements
"swap my $bfit for $ml.br better quality name that won't provide as huge (potential) upside but steady upward tide decent dividend and with a good ROIC / ROE"
X Link 2024-07-03T07:22Z [---] followers, [---] engagements
"sold [--] $bfit at [-----] to buy [--] $ml.br at 82.65"
X Link 2024-07-03T08:01Z [---] followers, [---] engagements
"@HansenAdam I am wondering if taking the time on flat stage at [--] km could help reduce the stress in the peloton Because it is already helping to take the same time if there is no problem but GC riders will still stay close to the front to not loose few seconds if peloton split"
X Link 2024-07-09T09:50Z [---] followers, [---] engagements
"@shot_change target at [---] a share I didn't knew mormon were the new hype post-ai "
X Link 2024-07-15T17:54Z [---] followers, [--] engagements
"@shot_change No Britney spears on drugs"
X Link 2024-07-19T18:22Z [---] followers, [---] engagements
"@investwithwes1 agree but they demonstrate again that they have discipline and that they take the money of the company seriously by not doing crazy M&A (only cobase for a relatively small amount for an interesting product) and using part of the 'over earning' into share buyback"
X Link 2024-07-23T16:55Z [---] followers, [--] engagements
"@investwithwes1 worst case if interest rate goes to [--] you have a PE of [--] with [---] M in cash "
X Link 2024-07-23T16:57Z [---] followers, [--] engagements
"let's see what it could lead to this new european payment policy in short it could help fintech compete and move upward in the value chain https://www.ecb.europa.eu/press/intro/news/html/ecb.mipnews240719.en.html https://www.ecb.europa.eu/press/intro/news/html/ecb.mipnews240719.en.html"
X Link 2024-07-23T20:58Z [---] followers, [--] engagements
"santander $san raising its guidance who said big banks cannot provide good surprise"
X Link 2024-07-24T10:20Z [---] followers, [---] engagements
"$now up 12%+ I don't get how such a bad product can have such traction . Marketing / sales super power I guess"
X Link 2024-07-25T14:51Z [---] followers, [--] engagements
"@juha_remes I buy things I like to use / spend quite some money on. I am not a big fan of airline but I do like how easyjet is run / their offer and I do think their attempt at easyjet holidays is quite promising and could be a company changer (by providing stable cash flow)"
X Link 2024-07-29T19:45Z [---] followers, [---] engagements
"how can a company of more than [--] trillion $ can jump by 12% Bigger company are not supposed to be less volatile than shitco $nvda"
X Link 2024-07-31T15:47Z [---] followers, [---] engagements
"For all the AI folks this 55% ytd was done by a company renting washing machine . $phtm"
X Link 2024-08-01T21:01Z [---] followers, [---] engagements
"I wouldn't be surprise if Wall Street would close green "
X Link 2024-08-02T16:08Z [---] followers, [--] engagements
"@capitalatrisk23 Or it could be that semi are back to normal as being a cyclical sector"
X Link 2024-08-09T10:33Z [---] followers, [--] engagements
"steep increase in price for Wix $wix premium plan from 312.0EUR to 408.00EUR . could be a big help for the top line if retention stays high but massive increase "
X Link 2024-08-12T07:54Z [---] followers, [---] engagements
"@ReturnsJourney @david_katunaric huge level of immigration is actually the reason why minimum salary are staying so low in portugal - you can do very painful economic reforms that work but if you flood the market population is not reaping the benefits of the hardship "
X Link 2024-08-12T08:15Z [---] followers, [--] engagements
"@capitalatrisk23 nice numbers 😍 Always impressed by their numbers Let's see if the next market will be Argentina - once mexico and columbia is more under control"
X Link 2024-08-14T10:25Z [---] followers, [--] engagements
"@shot_change but belgian retirees might cash the nice capital gain before the tax (based on the straight line it went up lots of capital gain to be taxed)"
X Link 2024-08-14T15:53Z [---] followers, [--] engagements
"@shot_change I was hoping the same at [----] but sometimes the market lives his own life without you :)"
X Link 2024-08-14T17:43Z [---] followers, [--] engagements
"Opened a position on $jcq.pa [--] shares at [----]. Well run family business not expensive with a share buyback and deleveraging"
X Link 2024-08-26T08:48Z [---] followers, [---] engagements
"Sold my $pxt at [-----] will re-allocate to my repsol $rep position better management and stability"
X Link 2024-08-29T19:25Z [---] followers, [---] engagements
"@ReturnsJourney with the highest growth in the highest margin business"
X Link 2024-08-30T14:37Z [---] followers, [---] engagements
"I still need to do deep dive and potentially write up but in short: $nea.mc: - Family business - steady growth (high single to low double digits) - Net cash - sub [--] PE - decent yield (more than 3.5%) - H1 number were very good (Net result 6.75M for a market cap of [--] M)"
X Link 2024-09-02T07:55Z [---] followers, [---] engagements
"for the trim in $san.mc (150 at 4.457): - position was important (more than 7%) - opportunistically bought some at [--] which made my position size bigger than expected - still important position"
X Link 2024-09-02T07:58Z [---] followers, [--] engagements
"for $RJF.mc - [---] at [----] (btw $nea.mc was [--] at 6.96): - double digit growth (or close to it) - diverse portfolio (cdmo drugs complementary products .) - internationalisation - Family owned - low debt - PE of [--] - Goal is to increase margin in the coming years"
X Link 2024-09-02T08:00Z [---] followers, [---] engagements
"for $mar.ls - [---] at 1.645: - [--] main businesses - Metal construction and Repair / naval construction - Repair / Naval has a very good positioning with nice wins and growth with further growth coming - H1 Net results 11M for 160M market cap - Net cash - Located in my town"
X Link 2024-09-02T08:14Z [---] followers, [---] engagements
"@ReturnsJourney agree but I prefer to focus on other names. Probably I will be wrong and valuation is not that high but I needed some cash to fund the above "
X Link 2024-09-02T11:25Z [---] followers, [--] engagements
"@Stefan78172733 I mean we all know that a lot of companies are doing parallel imports to Russia . even german car companies"
X Link 2024-09-02T11:27Z [---] followers, [--] engagements
"@ReturnsJourney @hkuppy @Setarco22128598 That is the most striking thing when you arrive in Switzerland"
X Link 2024-09-02T18:01Z [---] followers, [---] engagements
"interesting analysis of Roblox $rblx: 'Obviously Roblox has a costs problem. Over the last twelve months it has averaged $138 in costs for every $100 in revenue.' https://www.matthewball.co/all/roblox2024 https://www.matthewball.co/all/roblox2024"
X Link 2024-09-04T14:53Z [---] followers, [---] engagements
"Added [--] $wise at 650p"
X Link 2024-09-06T07:50Z [---] followers, [---] engagements
"@Tintincapital in switzerland twint is QR code based and is huge (for some merchants much more than CC volume) maybe we need to see a good incumbent to integrate well Pix (or let the younger generation get used to it)"
X Link 2024-09-06T14:19Z [---] followers, [---] engagements
"@Tintincapital we have apple / google pay + contactless debit and credit card so I would say more or less what is in the US. But in few EU countries Debit card is quite big (e.g. in Germany and Belgium) and we have quite few localised payment method (bancontact in belgium ideal in NL .)"
X Link 2024-09-06T14:26Z [---] followers, [---] engagements
"Continued sell-of post results on my darling $alph.l If it continues to go down Ill be obliged to buy more"
X Link 2024-09-06T20:34Z [---] followers, [---] engagements
"@Nesjamag @Tintincapital Bancontact and payconiq are together now know lots of people using bancontact / qr code to pay online"
X Link 2024-09-07T12:04Z [---] followers, [--] engagements
"important change for $alph.l sad to see a founder leaving but having somebody with a good track record and [--] years with important responsibilities take over I am not overly concerned. Let's see in the future how it will be translated in actions"
X Link 2024-09-10T07:55Z [---] followers, [---] engagements
"they seem positive about the future of the company the new CEO and future ex-CEO doing some important purchase"
X Link 2024-09-11T14:06Z [---] followers, [--] engagements
"60k + 75k of share buyback that is close 03% of the outstanding shares"
X Link 2024-09-11T14:12Z [---] followers, [--] engagements
"@capitalatrisk23 I am not convinced on activist maybe better for the performance of a stock (there are a lot of chapter [--] in us) and I dont know if it results in positive impact for a country I would be more in favour of more longer term investors (probably theyll be activists in a way)"
X Link 2024-09-13T12:53Z [---] followers, [--] engagements
"@shot_change But AGI is close (as close as the autopilot of tesla maybe closer "
X Link 2024-09-13T18:39Z [---] followers, [--] engagements
"@shot_change Last time I went to the playground some americans thought I was a pro basketball player . where are my monster returns on micro cap"
X Link 2024-09-14T10:13Z [---] followers, [--] engagements
"@RealHerbHoover I always want to make my position bigger and bigger but then I hear / see those stories and I think it is not the worst idea to be (relatively) diversified"
X Link 2024-09-14T10:15Z [---] followers, [---] engagements
"@shot_change maserati above porsche maybe before it joined stellantis . (seems the french like to kill italian brands)"
X Link 2024-09-14T11:56Z [---] followers, [--] engagements
"@shot_change @be_haddaway @memyselfandi006 You have the same in Switzerland youll pay taxes on capital gains if it becomes your profession (also up to judgement)"
X Link 2024-09-16T07:52Z [---] followers, [--] engagements
"official communication https://www.glinttglobal.com/wp-content/uploads/2024/09/013426020240912_Comunicado-Resultados-1oSem2024.pdf https://www.glinttglobal.com/wp-content/uploads/2024/09/013426020240912_Comunicado-Resultados-1oSem2024.pdf"
X Link 2024-09-16T09:32Z [---] followers, [--] engagements
"this is not good $alboa.pa"
X Link 2024-09-17T17:49Z [---] followers, [---] engagements
"sold my $bur position at 13.54$ and will do the same with my Pax $327 tomorrow morning and will reinvest 2/3 of it in $rkw.l The narrative behind it is that I want to have bigger position in great quality compounder"
X Link 2024-09-17T18:59Z [---] followers, [---] engagements
"@QuantStrategist @memyselfandi006 They provide shield for management as they can blame the consultants for the poor outcome"
X Link 2024-09-20T11:05Z [---] followers, [--] engagements
"@shot_change It is something I never understood . when you see the successes of costco or lotus it seems to work in the long run for the (patient) shareholder and bonus you dont need to pay so much your broker for the back and forth in different stocks"
X Link 2024-09-20T11:08Z [---] followers, [---] engagements
"latest presentation $jcq.pa https://docs.publicnow.com/viewDochash_primary=D2D5B6AEBC5DEC7D6707247C6E0E6F3039584E0F https://docs.publicnow.com/viewDochash_primary=D2D5B6AEBC5DEC7D6707247C6E0E6F3039584E0F"
X Link 2024-09-24T07:51Z [---] followers, [---] engagements
"every time I am thinking to add to a french position; the government always find new ways to surprise me https://www.zonebourse.com/actualite-bourse/France-Une-taxe-exceptionnelle-sur-les-grands-groupes-envisagee-presse-47959872/ https://www.zonebourse.com/actualite-bourse/France-Une-taxe-exceptionnelle-sur-les-grands-groupes-envisagee-presse-47959872/"
X Link 2024-09-29T20:44Z [---] followers, [----] engagements
"@ReturnsJourney competition is coming from non credit card landscape; let's see how it can play out but pix in brazil and all the local players in europe are doing good (and for cheaper). Let's see how it evolves with the EPI"
X Link 2024-10-29T21:13Z [---] followers, [--] engagements
"Opened a position on texaf for [--] shares at [----] - REIT and investor in the DRC I am trying to add more exposure to africa and other more dynamic country from a demography perspective (like latin america as well)"
X Link 2025-01-20T16:31Z [---] followers, [---] engagements
"how it will impact $nu and other brazilian banks"
X Link 2025-01-24T20:07Z [---] followers, [----] engagements
"@Reignots @ReturnsJourney How Inter could be net benefit as Pix payments are low (no ) fees vs card payment It should / will impact the bottom line no"
X Link 2025-01-25T00:03Z [---] followers, [--] engagements
"@Tintincapital But will the trend continue or Pix will start to take market share from Card instead of cash (as cash share is getting smaller) I never tried (though saw some store supporting it also in Portugal) but those APM could start hurting the card tail wind / moat"
X Link 2025-01-25T00:09Z [---] followers, [---] engagements
"@Tintincapital I am 100% agree pix is an amazing addition don't get me wrong. For the points I find it a very american thing in europe CC are much less loved (though we have less perks) but we still use them but I am not sure the full trend in Brazil / latin america"
X Link 2025-01-25T12:41Z [---] followers, [--] engagements
"@Tintincapital Having said that a good bank will always be able to leverage its environment and I have a position in $nu as I like their execution (and the move away from cash is a tailwind for them as people need account which normal bank don't do). I am just trying to play devil's advocate"
X Link 2025-01-25T12:43Z [---] followers, [---] engagements
"@Tintincapital it is a fintech in IAAS; but I found few of them with no dividend with some growth $bbsn; $trt; $eye; $igp; $dxrx; $spa; $sft But it is not the majority for sure"
X Link 2025-01-27T11:30Z [---] followers, [---] engagements
"@capitalatrisk23 if countries really go through even a [---] or 3% target; that it a lot of additional revenues; could even push the entire market as it could boost the economies. Rheinmetall is a stretch for me; but IDR is cheap even without this tailwind"
X Link 2025-03-03T11:57Z [---] followers, [--] engagements
"@capitalatrisk23 Actually always been a bit disappointed on the confort of byd / mg. It is alright but prefers the ev6 for example. But seeing their price (even less without tariffs) it is a good offering"
X Link 2025-05-14T07:18Z [---] followers, [--] engagements
"@boreddividend @ReturnsJourney leading I am not sure most competitive potentially but a kia or even volkswagen are still nicer and more comfortable than byd or mg (xpeng seems nicer never been in one so couldn't say)"
X Link 2025-06-13T09:22Z [---] followers, [--] engagements
"@capitalatrisk23 @skiingswimming1 I hesitate on the electric chain to go to solar panels producer . everybody is bearish but when I see the valuation of a first solar "
X Link 2025-06-25T09:05Z [---] followers, [--] engagements
"@capitalatrisk23 @skiingswimming1 problem is that I find them relatively expensive . I am waiting for a pullback (that probably will never come) but legrand at PE22 is a bit high for me :/"
X Link 2025-06-25T14:49Z [---] followers, [--] engagements
"@IggyOnInvesting honestly when you see at what conditions microstrategy can raise debt I honestly can only understand them to continue to do it (but who are those investors)"
X Link 2025-06-26T07:57Z [---] followers, [--] engagements
"@srg444 @hkuppy @porterstansb there is no question about usage but where are the revenues and even more on the bottom line openai anthropic and others are far from there. When you subsidise usage (like an uber eats) it is easy to do good numbers"
X Link 2025-06-27T07:40Z [---] followers, [---] engagements
"@govro12 While japanese producer only have to pay way less than that of the final product"
X Link 2025-07-27T20:33Z [---] followers, [--] engagements
"@capitalatrisk23 correct . although price increased a lot with this influx (I mean obviously in the areas not too bad of brux) . I had a friend that worked as summer job cleaning in the parliament (15an hour [--] years ago) after midday lots of condom in the bins . hard working interns"
X Link 2025-07-28T09:53Z [---] followers, [--] engagements
"@capitalatrisk23 ahah true :p sometimes they do leave the office to go to coldplay concerts"
X Link 2025-07-28T09:58Z [---] followers, [--] engagements
"@capitalatrisk23 You start wondering where you should start establishing yourself (and family) seems like the us is not the best place for high profile people "
X Link 2025-07-29T20:05Z [---] followers, [--] engagements
"@PPointpass31044 @capitalatrisk23 well deserved I cannot agree. wealth disparity is a big issue - yes killing people - no it won't solve any problems. You think the sackler will care Poor and middle class will just live in worst condition rich will pay protection like in SA or Brazil"
X Link 2025-07-30T07:52Z [---] followers, [--] engagements
"euronext seems to increase its offer already on Hellenic Exchange from [---] to [----] seems like the market is still not taking seriously this offer as we are trading at [----]. The good H1 result might not help . let's see where the battle takes us still not selling"
X Link 2025-07-31T07:30Z [---] followers, [---] engagements
"@capitalatrisk23 seeing the pop yesterday of 25% I was sure something was going on . happy to make friend along the way seems that they have closer ties behind the curtain or under the table "
X Link 2025-08-06T12:03Z [---] followers, [--] engagements
"@capitalatrisk23 bollor tried to do this with better condition without success last year . but sadly portugal being portugal; I wouldn't be surprise this goes like a letter at the post"
X Link 2025-08-06T12:05Z [---] followers, [--] engagements
"@PantexCap to be fair a lot of such software are not great . servicenow was one of the worst build I touched in my life but they understood that user don't decide "
X Link 2025-08-12T07:28Z [---] followers, [--] engagements
"@ReturnsJourney correct paypal is still a must have and leader in lacking local alternative countries (germany france) i am just not that sure of their competitive edge . but at their current valuation I guess you have some margin of safety"
X Link 2025-08-12T08:39Z [---] followers, [---] engagements
"@capitalatrisk23 to be fair at least it was up which is something surprising for a euro stock . On the other hand when you look at post result blood bath for non Mag7 we can be happy :)"
X Link 2025-08-13T08:40Z [---] followers, [--] engagements
"@govro12 How do you see impacting alphabet Should it be negative on the cloud segment"
X Link 2025-08-24T15:10Z [---] followers, [---] engagements
"@ecommerceshares @AcPotango to be honest excel and basic workflow automation (can be done with UI tools) could have already removed a lot of jobs not sure why it never happened . maybe lack of proper crisis or too much cheap labor available"
X Link 2025-09-17T09:42Z [---] followers, [--] engagements
"@capitalatrisk23 @W98AB @Tintincapital which I find funny because numbers across the board are still quite good unemployment is not that bad vs GFC or Euro crisis. People are just expecting employees to fight for them"
X Link 2025-09-19T09:36Z [---] followers, [--] engagements
"@capitalatrisk23 Problem is that nexi is also in trouble I suspect some war will have to open between those [--] to fight to be saved vs incumbents"
X Link 2025-09-21T19:23Z [---] followers, [--] engagements
"@capitalatrisk23 @pandawatch88 I am talking about the worldline acquiring :) and for Twint what is even more important is not only their 20% stake but that they are the acquirer behind most transactions (I want to say all but I think now Twint is letting people do settlement)"
X Link 2025-09-22T08:28Z [---] followers, [---] engagements
"@capitalatrisk23 Came to this realisation few months ago that as long as such money flow lets sail with it (open a position on sk hynix). And we didnt even open the potential of national safety to poor public money to beat china"
X Link 2025-09-22T17:09Z [---] followers, [--] engagements
"@Pxyc3 as long as you get free money why would it change. "show me your incentives I'll tell you the results" . this is really a cancer in portugal to appropriately invest in correct sectors as all are done through europe funds"
X Link 2025-09-23T07:37Z [---] followers, [--] engagements
"@jeuasommenulle Was thinking the same :) for sure France is helping them get it through so they are not the worst ones"
X Link 2025-09-24T21:34Z [---] followers, [--] engagements
"@govro12 seems like only deal with OpenAi allows you to close green :)"
X Link 2025-10-06T14:37Z [---] followers, [--] engagements
"Initiated a position on another player of lumber with Poujoulat $alpjt small cap exccellent growth good management strategy to grow outside of France starting to materialise. At those lumber price not very expensive and if / when price increase real cash machine"
X Link 2023-05-15T07:21Z [---] followers, [---] engagements
"And finally entered Cake Box Holdings $cbox franchiser of cake store in UK. Good management franchiser so very nice cash machine valuation got hammered but insider purchase and still growing"
X Link 2023-05-15T09:14Z [---] followers, [---] engagements
"@Ex0d1c_CS Nothing shiny (rental car $otoel refineries $moh care product (sarantis) infrastructure (piraeus port)) but access to such good management at the price they were / are trading is crazy to me"
X Link 2023-05-27T21:05Z [---] followers, [--] engagements
"Looking into turkish shares $aefes and $ccola which are looking very interestingly valued does anybody follow those"
X Link 2023-06-06T15:21Z [---] followers, [---] engagements
"@sinstockpapi Also $blc (bastide le confort) cheap in a secular trend due to ageing population $vyt (vytrus biotech) nano cap with interesting tech that is highly profitable"
X Link 2023-09-07T19:01Z [---] followers, [---] engagements
"@capitalemployed $alboa good leadership [----] is a transitionary year and been punished for it. 10M in cash for 22M in capi"
X Link 2023-11-29T20:39Z [---] followers, [---] engagements
"@FoxCastlehold @ToffCap $alboa"
X Link 2023-12-28T15:19Z [---] followers, [---] engagements
"My main positions going into 2024: - $alph.l - 20% - $alboa.pa - 15% - $otoel - 15% - $327 - 15% - $blc.pa - 10% - $gte - 10% - $joy - 8% - $jmt.ls - 3% - $vyt - 2% - $AQX - 2%"
X Link 2024-01-02T17:18Z [---] followers, [---] engagements
"important change in my portfolio allocation: until my performance of own pick improve I will go toward 30% of my portfolio for own choice the rest will be invested in good allocators: - independance & expansion Small Europe - Idi $idip.pa - Rockwood $rkw.l - Tamburi $tip"
X Link 2024-03-05T13:22Z [---] followers, [---] engagements
"And reduced position of $alph.l $otoel and $glint to between [--] to 10% of the portfolio as well as $blc.pa to 2.5% (I will stop to fight the market and let it run) Added a small position on $alwec.pa and $mlsdn.pa - micro cap at dirt cheap valuation and $bfit"
X Link 2024-03-11T11:13Z [---] followers, [----] engagements
"Opened a position on $wosg nice and calm business in a very interesting / defensive industry. Confident at a couple years timeframe that the current valuation is very interesting"
X Link 2024-03-22T21:17Z [---] followers, [---] engagements
"discovered giverny capital @GivernyCapital very interesting and well written annual letter https://aqfd.docsend.com/view/3ufr28iinehvcgez https://aqfd.docsend.com/view/3ufr28iinehvcgez"
X Link 2024-04-01T12:45Z [---] followers, [---] engagements
"Does anybody have knowledge on QT Group - $QTCOM products They are communicating a lot on being open-source but looks to me a lot of smoke . Definitely doesn't look like open-source I'm used to (they don't even put a link to their github repo on their website .)"
X Link 2024-04-19T07:22Z [---] followers, [---] engagements
"when your french shitco valued at [--] million start to do communication in english you know that they are looking for cash $ALHPI"
X Link 2024-04-22T19:37Z [---] followers, [---] engagements
"@evfcfaddict @Adrian05871008 they said pluxee is down because of the low growth in europe https://www.zonebourse.com/cours/action/PLUXEE-N-V-164508055/actualite/Les-actions-de-Pluxee-chutent-en-raison-de-la-faiblesse-des-ventes-en-Europe-au-troisieme-trimestre-47307312/ https://www.zonebourse.com/cours/action/PLUXEE-N-V-164508055/actualite/Les-actions-de-Pluxee-chutent-en-raison-de-la-faiblesse-des-ventes-en-Europe-au-troisieme-trimestre-47307312/"
X Link 2024-07-04T08:31Z [---] followers, [---] engagements
"how come that $wise.l confirms its perspectives it is up 5% while the communication of those perspectives made the share price fall last month"
X Link 2024-07-16T08:49Z [---] followers, [---] engagements
"good results for H1 of vytrus $vyt +38% EBITDA"
X Link 2024-07-16T13:50Z [---] followers, [---] engagements
"trading update from $alph.l boring stock that - as always - is delivering with net cash https://www.londonstockexchange.com/news-article/ALPH/trading-update/16580407 https://www.londonstockexchange.com/news-article/ALPH/trading-update/16580407"
X Link 2024-07-23T08:33Z [---] followers, [---] engagements
"And funny to see that the hated low cost easyjet $ezj published good results vs the darling ryanair "
X Link 2024-07-24T11:50Z [---] followers, [---] engagements
"$jmt very red . if it continues to drop a bit more I'll buy more (my buying price is at 15)"
X Link 2024-07-25T09:57Z [---] followers, [---] engagements
"$aqx yesterday $pxt today tough days"
X Link 2024-08-29T19:32Z [---] followers, [---] engagements
"@ReturnsJourney I like $alboa but it is going quite down lately but Im mainly staying outside french smid I have not too much hope in what tax the government is going create while most management get lured by dilutive financing as soon as there is an issue"
X Link 2024-09-13T18:32Z [---] followers, [---] engagements
"Open a starting position on $foa Finance of America should be increased over time. I always wanted to Invest in reverse mortgage and it is less risky to own a portfolio than specific units"
X Link 2025-02-03T21:01Z [---] followers, [---] engagements
"just learned that there is an etf God Bless America $yall . packed with all the expected names like Tesla Palantir Nvidia CostCo "
X Link 2025-08-17T10:38Z [---] followers, [---] engagements
"@ecommerceshares Wasnt he advertising that it was a non profit so that AI can benefit to human kind"
X Link 2025-10-14T20:15Z [---] followers, [---] engagements
"small cap in aim is the only place where there are so little liquidity that a little disappointment turns into blood bath . Added quite a few of Finseta $fin.l we are getting at 3x EBITDA of [----] (ok [----] will be less due to investment but I suspect it to go higher in 2026/7)"
X Link 2025-10-15T10:17Z [---] followers, [---] engagements
"@capitalatrisk23 Yeah I like that one although I own it through rockwood strategic. But the fund manager is saying quite a lot of good stuff on them (uk business at least)"
X Link 2025-10-23T20:08Z [---] followers, [--] engagements
"french banks BNP & Societe generale are part of the consortium in the $38B financing of Oracle . WTF"
X Link 2025-10-24T07:50Z [---] followers, [---] engagements
"Xiaomi stating that its phones will need to see their price increase due to price hike in memory chips good news for Sk Hynix and Micron"
X Link 2025-10-24T08:28Z [---] followers, [---] engagements
"@ecommerceshares even xiaomi is putting a warning that it will lead to increase price in their smartphone"
X Link 2025-10-24T09:20Z [---] followers, [---] engagements
"@Tintincapital @100baggerhunt worldline better no 🤡🤡"
X Link 2025-10-24T10:40Z [---] followers, [--] engagements
"@capitalatrisk23 Let's keep it saved when the headlines comes that Germany lacks energy . (btw netherlands already in energy deprivation)"
X Link 2025-10-25T21:44Z [---] followers, [--] engagements
"Is this insider trading or something similar Seems like we are in the metavers Power to the Players https://t.co/4Hw6G7i7aW Power to the Players https://t.co/4Hw6G7i7aW"
X Link 2025-10-27T09:03Z [---] followers, [---] engagements
"@govro12 because people wants to get the influencer status to be able to 'live the good life'. I know few that as soon as they got a bit big on Tiktok go on YT as it is the only platform you can actually make money"
X Link 2025-10-27T14:17Z [---] followers, [--] engagements
"sk hynix $HY9H trading like a shitco wouldn't be on my bingo list"
X Link 2025-10-28T11:02Z [---] followers, [---] engagements
"@fuckthedip Dun ct les data center a boit beaucoup"
X Link 2025-10-28T21:31Z [---] followers, [---] engagements
"I have been wrong about $FI . I'll close the position -30% hurt but believed the company / management was stronger and that they wouldn't continuously lowering guidance. Tbf at 90$ might work LT but lost trust in company & management Holy cow Fiserv $FI is down more than 20% in pre-market trading after releasing Q3 [----] results https://t.co/yE4eVgb1IJ Holy cow Fiserv $FI is down more than 20% in pre-market trading after releasing Q3 [----] results https://t.co/yE4eVgb1IJ"
X Link 2025-10-29T11:40Z [---] followers, [----] engagements
"@govro12 also problem is that if you look at publication of companies they are ok from US consumers. Probably we underestimate the share of consumption done by wealthy"
X Link 2025-10-29T14:37Z [---] followers, [--] engagements
"@Tintincapital good luck :) I do think valuation is "attractive" but I don't like the management anymore. And leverage could be an issue if revenue growth is not coming back. I wasn't expecting a -40% to exist the company but sometimes life is not good"
X Link 2025-10-29T14:42Z [---] followers, [---] engagements
"@govro12 paypal numbers were not too great either from a number of transaction view. Adyen were good though might still have hope"
X Link 2025-10-29T14:58Z [---] followers, [--] engagements
"In this tough day thanks to $fi the results of the big cloud provider is showing one thing cloud is still alive and their spending spree is stronger than ever. Google cloud is even increase their capex expectation. Looks good for Sk Hynix"
X Link 2025-10-29T21:59Z [---] followers, [---] engagements
"@govro12 @david_katunaric I would also argue that this arms race is almost beneficial for google as in head to head they see to deliver and will be able to keep it longer than all the competitors (MS maybe can keep up but OpenAi is a part subsidy) The biggest threat is the chinese open source model"
X Link 2025-10-30T09:13Z [---] followers, [--] engagements
"$gte I never got them and same issue for a lot of US companies . highly levered companies that when they make a bit more money use it for share buyback instead of part SBB and to reduce debt . And when the tide turns they need to scrap stupid deal for funding "
X Link 2025-10-31T08:53Z [---] followers, [---] engagements
"@ecommerceshares and Apple has its own cpu & gpu designed in house :) For me this chart screams one thing: bullish RAM"
X Link 2025-10-31T11:49Z [---] followers, [----] engagements
"@Mahmoutii @KevnBurrows you can see with most publication US consumers is (very) weak . from SBUX to Fiserv (or Puig) it is tough out there (only hope is huge growth in other markets). Personally I am interested in $Wen but have to wait the publication very volatile market for publication"
X Link 2025-10-31T11:55Z [---] followers, [---] engagements
"@MikkosUsername @ecommerceshares I am more team sk hynix but should benefit too :)"
X Link 2025-10-31T15:46Z [---] followers, [--] engagements
"@capitalatrisk23 This is what vw is doing with xpeng and even renault developed their twingo from china"
X Link 2025-11-07T13:45Z [---] followers, [----] engagements
"@ecommerceshares @sarangnaeun Stupid question but do you trim the position along the way or keep full position until numbers change"
X Link 2025-11-11T11:05Z [---] followers, [--] engagements
"@govro12 Why $cnr instead of other infra with better growth (Like airport) looks like a very slow grower (although nice monopoly)"
X Link 2025-11-14T16:41Z [---] followers, [---] engagements
"this is as succinct as you can do for a press release"
X Link 2025-11-14T21:03Z [---] followers, [---] engagements
"@govro12 as google is a big part of your portfolio how do you align this (this is the reason for me to not be invested in Google missing huge amount of money but don't like their (non) privacy focus)"
X Link 2025-12-01T18:25Z [---] followers, [--] engagements
"@MikeFritzell seems to be the cheapest country related etf (using PE) out there or at the very least one of the cheapest"
X Link 2025-12-02T16:15Z [---] followers, [--] engagements
"@ecommerceshares they actually silently build all the hardware to power AI tools. mac mini or any other m chip hardware are power beast for their price category x86 is far from there imo"
X Link 2025-12-02T21:28Z [---] followers, [--] engagements
"@govro12 @wolfejosh yes this is what I see around me maybe only for short term. I use nano banana to get images but I am no user of Adobe. Talking to marketing guy in my company he likes AI generated images it helps to get faster output but always have a bit of fine tuning and he uses adobe then"
X Link 2025-12-09T11:05Z [---] followers, [--] engagements
"Bullish $v visa Stripe is now rolling out USD-settled stablecoin payments across Ethereum Base and Polygon https://t.co/7yLghL28vS Stripe is now rolling out USD-settled stablecoin payments across Ethereum Base and Polygon https://t.co/7yLghL28vS"
X Link 2025-12-09T21:08Z [---] followers, [--] engagements
"since the news; b3 is going down while it is actually very promising . how many people will jump on cheap equities or even better juicy bonds https://fintech.global/2025/12/12/interactive-brokers-adds-brazil-b3-exchange-trading-access/#::text=Interactive%20Brokers%2C%20an%20automated%20globaleligible%20clients%20outside%20the%20country https://fintech.global/2025/12/12/interactive-brokers-adds-brazil-b3-exchange-trading-access/#::text=Interactive%20Brokers%2C%20an%20automated%20globaleligible%20clients%20outside%20the%20country"
X Link 2025-12-17T21:56Z [---] followers, [--] engagements
"@ecommerceshares @dogbreath5484 and you also play other technologies as well robotic self driving car even smartphone . Main threat I see for now is in a couple of years if some chinese company comes to the party"
X Link 2025-12-18T08:34Z [---] followers, [--] engagements
"@govro12 tbh there is not much you can buy from US outside software . and they have an hegemony for now in that space sadly . (this is why I guess you have so alphabet in your portfolio :) )"
X Link 2025-12-23T15:11Z [---] followers, [--] engagements
"@govro12 I was just reacting to the original thread that from an employee / professional standing it is easy to not buy american until it touches software sadly . I wish europe had alternative but our governments prefers to give to the US . For owning US tech hard to do without "
X Link 2025-12-23T15:33Z [---] followers, [--] engagements
"@govro12 Indeed - probably the best in delivering useful product - I still don't get why they dismissed so much small companies or startup I guess they consider they have enough growth without. The day that change I don't see stripe with their crazy high price sustaining them "
X Link 2025-12-23T15:50Z [---] followers, [--] engagements
"@govro12 And louis vuiton (from worldline). But I am saying on the small size. We get a lot of deal / contact because adyen told them they are not interested (and stripe are too expensive)"
X Link 2025-12-23T15:57Z [---] followers, [--] engagements
"@govro12 Adyen is cheap but if you are too small they just don't consider you nor provide service. We had quite a few coming to us like that. Also now with ISV / sharing PayFac revenues with partners I don't see them strongly pushing there that could hurt the topline growth midterm"
X Link 2025-12-23T16:17Z [---] followers, [--] engagements
"@capitalatrisk23 you can answer at least better than the french budget :)"
X Link 2025-12-24T23:09Z [---] followers, [--] engagements
"@capitalatrisk23 one down https://www.reuters.com/business/aegon-move-headquarters-us-announces-400-million-euro-buyback-2026-2025-12-10/ https://www.reuters.com/business/aegon-move-headquarters-us-announces-400-million-euro-buyback-2026-2025-12-10/"
X Link 2025-12-29T11:48Z [---] followers, [--] engagements
"@capitalatrisk23 and sadly they couldn't ask more help from european governments (maybe exception of switzerland and andorra) . such a shame when you see how Europe used to lead US in technological advancement in the [--] / [--] "
X Link 2025-12-29T14:58Z [---] followers, [--] engagements
"@capitalatrisk23 I mean some points from US economy can be said (bubble and co) but this is crazy if he thinks this. Just to start Renault doesnt even engineer his electric cars in Europe (and its thermal engine are part chinese)"
X Link 2025-12-29T20:51Z [---] followers, [--] engagements
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