@skiingswimming1 Avatar @skiingswimming1 EuropeanQualityStocks

EuropeanQualityStocks posts on X about $4x0, stocks, $mux, debt 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 41.18% stocks 25.49% technology brands 11.76% cryptocurrencies 6.86% countries 3.92% fashion brands 3.92% luxury brands 2.94% social networks 2.94% financial services 1.96% currencies 1.96%

Social topic influence $4x0 12.75%, stocks 11.76%, $mux 10.78%, debt 7.84%, $ftc 7.84%, in the 6.86%, market 6.86%, ai 5.88%, target 5.88%, ceo 5.88%

Top accounts mentioned or mentioned by @blondesnmoney @capitalatrisk23 @marketplunger1 @marginofdanger @hkuppy @dkhos @deepsailcapital @offtherun @billackman @aggiecapitalist @comminvest @orlandobravotb @jerrycap @kyleadamsstocks @tintincapital @ecommerceshares @gothamresearch @contrariancurse @iggyoninvesting @jimpgillies

Top assets mentioned Feathercoin (FTC) Builders FirstSource, Inc. (BLDR) Amer Sports, Inc. (AS) Boise Cascade Company (BCC) Medicle (MDI) Uber Technologies, Inc. (UBER) QXO, Inc. Common Stock (QXO) Global Business Travel Group, Inc. (GBTG) Vail Resorts, Inc. (MTN) Abercrombie & Fitch Co. (ANF) GE Vernova Inc. (GEV) RigoBlock (GRG) Beacon Roofing Supply, Inc. (BECN) Ferguson plc (FERG) NVR, Inc. (NVR) Sprott Inc. (SII) Fair Isaac, Corp. (FICO) Nike Inc (NKE)

Top Social Posts

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

"@AggieCapitalist Wisetech is the same $WTC all freight forwarders and logistics companies who tried building in-house are moving to WTC"
X Link 2026-02-10T21:12Z [---] followers, [---] engagements

"Companies like $BLDR $BCC $BECN are nice growing businesses. Home Depot bought SRS for $20bn last month. maybe Brad was looking at that one and it fell through. SaintGobain Ferguson and Holcim have big US businesses. Plenty of others like Watsco on the industrial side"
X Link 2024-04-26T20:19Z [---] followers, [---] engagements

"Druck always said to buy first then do DD. Thanks to @hkuppy @marketplunger1 Major Drilling Group $MDI basically picks and shovels to gold miners and geared to junior miners exploration capex. net cash pos. doing small buybacks. results in [--] weeks. 20x fwd PE. 10x [----] peak"
X Link 2025-11-30T09:26Z [---] followers, [---] engagements

"@Comm_Invest Major Drilling International $MDI"
X Link 2025-12-04T23:26Z [---] followers, [---] engagements

"$GBTG high conviction that GBT will get taken out soon by a software PE like @OrlandoBravoTB or even Uber @dkhos Perfect example of software co that you can gut cost with AI and has threat from agentic AI but also embedded position with corporates"
X Link 2025-12-20T16:41Z [---] followers, [---] engagements

"Bought during one of my christmas walks brainstorming sesh $BFSA German/Spanish zinc refiner with good US exposure (korea zinc just partnered with US govt on smelters). Has leverage but has derated to c 12x PE. Main risk is german auto exposure $VTY"
X Link 2025-12-30T16:26Z [---] followers, [---] engagements

"Vistry was a much loved UK housebuilder pretending to be a UK version of $NVR but ended up being too early and a bit of a fraud. but at 10xPE with limited debt its probably a takeover target. Thinking of increasing position on WIZZ and happy holder of Filtronic $FTC at ATH"
X Link 2025-12-30T16:26Z [---] followers, [---] engagements

"$QXO raising another $1bn from apollo $BLDR and $BCC are obviously in play needs to acquire before the summer"
X Link 2026-01-05T12:25Z [---] followers, [----] engagements

"And now $QXO raising another $1.8bn from Temasek and and others bringing total raised to $3bn $BLDR is definitely a target now given current $13bn market cap +30% premium. Peak market cap in [----] was $25bn. So deal is doable but deal probably structures as cash + shares. $QXO raising another $1bn from apollo $BLDR and $BCC are obviously in play needs to acquire before the summer https://t.co/ILtinpP0Ls $QXO raising another $1bn from apollo $BLDR and $BCC are obviously in play needs to acquire before the summer https://t.co/ILtinpP0Ls"
X Link 2026-01-12T10:37Z [---] followers, [---] engagements

"@marginofdanger have had it on watchlist for many years now but $MTN need to cut unsustainable dividend and pay down debt. wont rerate until they address the 3bn of debt"
X Link 2026-01-15T21:27Z [---] followers, [----] engagements

"@marginofdanger theyve already cut opex to the bone by fully staffing the resort with argentinians ( who are amazing btw) $mtn"
X Link 2026-01-15T22:28Z [---] followers, [---] engagements

"@marketplunger1 congrats - ive moved to $SII calls for short term action and continue to hold gold miners longer term. $MDI looks interesting but own a starter position"
X Link 2026-01-20T19:41Z [---] followers, [---] engagements

"@JerryCap Teleperformance and CNXC (call center stocks) are a perfect example of stocks and valuations going lower every year. 20x to 5x PE can happen LOs can take time to throw in the towel and when they do selling pressure is forever azelis similar"
X Link 2026-01-26T00:23Z [---] followers, [---] engagements

"has $QXO $BLDR bid leaked BLDR +10% on no news. I think QXO bid at $200 share price or $30bn EV is possible"
X Link 2026-02-03T15:33Z [---] followers, [----] engagements

"Experian is funny. mgmt is a bunch of clowns 🤡 Shares down 30% on a month on AI fears and they buy random AI mortgage startups. Spent billions last few years on random startups with no return instead of buying back shares or reducing leverage wont touch until its lower"
X Link 2026-02-03T20:46Z [---] followers, [---] engagements

"Catching falling knives Havent pulled the trigger yet but keeping eye on $TEP if it crosses below 3bn market cap sitting on c 800m of FCF Can see how it gets worse if they miss results and there is still 3bn of debt. So might think twice Experian $EXPN has collapsed"
X Link 2026-02-11T19:05Z [---] followers, [---] engagements

"its still on 18x PE but with 1bn buyback now on $22bn market cap soon it will be interesting. Horrible management need to stop buying startups Need to raise prices like $FICO and/or an activist like LSE got today still on sidelines but watching both closely"
X Link 2026-02-11T19:05Z [---] followers, [---] engagements

"$AS Amer Sports down -20% since Investor Day in September on china tariffs and chip wilson selling to push LuLu remains great opportunity. salomon only getting started in US. Arcteryx is the new Gucci in China buying more on monday $ANF also looks interesting again Arcetryx is becoming the Gucci of china $AS shares down today -5% as beat/growth was priced in but its all about Gyna. +40% growth in China on 50% prior year comp is crazy. Q2 smallest Q. on the call co repeatedly said they were sold out of. Massive opp with women/shoes Arcetryx is becoming the Gucci of china $AS shares down today"
X Link 2025-10-25T14:07Z [---] followers, [----] engagements

"Long Amer Sports $AS and Short NIKe $NKE continues to be a great trade in sportswear/China. Only own one leg in PA as puts are always too risky for me to go short"
X Link 2025-12-19T12:48Z [---] followers, [---] engagements

"Wisetech $WTC looks interesting in the midst of software sell-off. dominant position in logistics software $TEP Teleperformance on like 4x PE is probably the shittiest AI risk stock but at some point you have to own (despite 3x debt)"
X Link 2026-02-03T20:47Z [---] followers, [----] engagements

"Agree. Research analysts are absolutely useless noobs sometimes. perplexity was the main delta in the results. really wierd language used. $400m of pure profit. and yet they only ask once on the call. shit stock retarded CEO. agree looks like they are renegotating it. $Snap very little said about this on the call - in the investor letter this was the [--] and only mention of the deal "Our Q1 revenue guidance range excludes any potential revenue from the Perplexity integration as we have yet to mutually agree on a path to a https://t.co/forVS8bLTf $Snap very little said about this on the call -"
X Link 2026-02-05T02:13Z [---] followers, [---] engagements

"$LSEG is still dogshit. Refinitiv is garbage can see LSEG going down another 50% today LO sold massively on the activist news today and stock still down"
X Link 2026-02-11T19:11Z [---] followers, [---] engagements

"great set of interim results from Filtronic $FTC today no formal upgrade to guidance (done last month) but great growth 25m sales( (9m last year) and 7m PAT (-1m last year) no detailed guidance but already about 65% of FY25 cons PAT (11m) new sites employees customers 🚀🚀 Filtronic $FTC +25% past 5d. Another upgraded trading update. Best way to play the growth of SpaceX/Starlink and other defence companies. Still small at 200m market cap so can be a multibagger from here. Company hiring new management recently Filtronic $FTC +25% past 5d. Another upgraded trading update. Best way to play the"
X Link 2025-02-04T07:29Z [---] followers, [----] engagements

"Another +15% upgrade this morning as SpaxeX/Starlink orders keep on coming through for Filtronic $FTC 🚀🚀 great set of interim results from Filtronic $FTC today no formal upgrade to guidance (done last month) but great growth 25m sales( (9m last year) and 7m PAT (-1m last year) no detailed guidance but already about 65% of FY25 cons PAT (11m) new sites employees customers 🚀🚀 great set of interim results from Filtronic $FTC today no formal upgrade to guidance (done last month) but great growth 25m sales( (9m last year) and 7m PAT (-1m last year) no detailed guidance but already about 65% of"
X Link 2025-02-10T07:13Z [---] followers, [----] engagements

"@KyleAdamsStocks Take a look at Filtronic plc $PLC linkedin. 🚀 emoji is warranted"
X Link 2025-02-15T20:39Z [---] followers, [---] engagements

"+250% in $RHM Rheinmetall in under [--] years probably time to take some chips off the table 🤨"
X Link 2025-02-17T16:29Z [---] followers, [---] engagements

"@Tintincapital Man Edenred is a massive risk from regulation. They exist due to tax loophole and they completely overcharge restaurants for the service compared to visa interchange fees melting ice cube"
X Link 2025-02-18T10:42Z [---] followers, [---] engagements

"$4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU defence stocks are up 10x since [----] Steyr is a 80m mkt cap doing 10m of EBIT in [----] and targetting 40m EBIT in [----] Big demand for their engines only overhand is big $MUX 70% stake"
X Link 2025-02-20T10:17Z [---] followers, 14.3K engagements

"@capitalatrisk23 Steyr Motors $4X0 microcap at $80m mkt cap but still v cheap at below 10x PE builds motors for tanks etc"
X Link 2025-02-23T22:54Z [---] followers, [---] engagements

"@capitalatrisk23 Will take a look at Indra. Yh looks 4X0 is high risk. Has been bankrupt before. To be honest you probably think im a crazy small cap investor. I have 95% of my assets in etfs and like JPM/META/AMZN/DKNG. i like playing around on small-cap land for the remaining 5%"
X Link 2025-02-24T19:49Z [---] followers, [---] engagements

"@blondesnmoney dont forget Steyr Motors - 4X0 - makes diesel engines for tanks and offboard motors for the navy seals. at 10x current PE and 3x fy27"
X Link 2025-03-01T02:10Z [---] followers, [---] engagements

"@blondesnmoney One of the few defense stocks that havent gone bananas parabolic in Europe is small cap Steyr Motors $4X0 on 4x FY27 EBIt"
X Link 2025-03-03T13:43Z [---] followers, [---] engagements

"@ecommerceshares Citadel had a 1% disclosed short position on Rheinmetal ffs 😂 pod clowns"
X Link 2025-03-04T02:13Z [---] followers, [---] engagements

"Mutares is back baby 🔥 riding DAX /Defence stimulus train. Turnaround specialist owning small EU defense (steyr) transformers (Efacec) Gas turbines Auto suppliers etc Mutares $MUX I feel like im wasting my time looking at a small cap with a activist short @GothamResearch . So many red flags at MUX. Buying lossmaking businesses from owners. Very limited disclosure. However - i see a small sliver of opportunity and its due to the assets Mutares $MUX I feel like im wasting my time looking at a small cap with a activist short @GothamResearch . So many red flags at MUX. Buying lossmaking"
X Link 2025-03-05T09:08Z [---] followers, [---] engagements

"Steyr Motors $4X0 Super simple back of envelope maths 40m EBIT in [----] at 10x multiple is a 400m mkt cap stock (no debt) Thats puts the target price at [--] 100%+ above current [--]. Only overhang is $MUX stake DAX is on fire 🔥 $4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU defence stocks are up 10x since [----] Steyr is a 80m mkt cap doing 10m of EBIT in [----] and targetting 40m EBIT in [----] Big demand for their engines only overhand is big $MUX 70% stake https://t.co/WNzg6pyIMh $4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU"
X Link 2025-03-06T08:35Z [---] followers, [----] engagements

"Steyr Motors $4X0 signs major development agreement with Rheinmetall $RHM as suggested by yours truly in a volatile market. small cap EU defense is a great place to hide from pod degrossing Steyr Motors $4X0 Super simple back of envelope maths 40m EBIT in [----] at 10x multiple is a 400m mkt cap stock (no debt) Thats puts the target price at [--] 100%+ above current [--]. Only overhang is $MUX stake DAX is on fire 🔥 Steyr Motors $4X0 Super simple back of envelope maths 40m EBIT in [----] at 10x multiple is a 400m mkt cap stock (no debt) Thats puts the target price at [--] 100%+ above current [--]. Only"
X Link 2025-03-11T08:00Z [---] followers, [----] engagements

"$4X0 Steyr motors hit [--] Euros today +200% in less than a month. I still think the Steyr is worth easilly [--] per share and thats FY27 EBIT of 40m on 10x earnings. And thats before any growth from the Rheinmetal partnership Feels wierd not to prim position $4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU defence stocks are up 10x since [----] Steyr is a 80m mkt cap doing 10m of EBIT in [----] and targetting 40m EBIT in [----] Big demand for their engines only overhand is big $MUX 70% stake https://t.co/WNzg6pyIMh $4X0 Steyr Motors is a hidden european defence small"
X Link 2025-03-13T15:19Z [---] followers, [----] engagements

"@ContrarianCurse Tusa (JPM) Is great but very dense notes. Vasilescu (Exane) is great in consumer aswell"
X Link 2025-03-15T17:55Z [---] followers, [----] engagements

"Anyone on twitter following the Versace deal Im struggling to understand why Prada is buying Versace on 2x Sales for 1.5bn when its lossmaking isnt Zegna $ZGN a better target for prada to create a lux conglomerate investindustrial needs a exit after a few years underwater"
X Link 2025-03-16T23:06Z [---] followers, [---] engagements

"Steyr Motors up another +40% today and now at [---] or 1.8bn mkt cap. $MUX Mutaress 70% stake is worth 1.2bn nearly 2x its mkt cap. Market clearly thinks Steyr is a temporary meme stock but I think EU defence is a structusl winner Mutares has loads of other assets $4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU defence stocks are up 10x since [----] Steyr is a 80m mkt cap doing 10m of EBIT in [----] and targetting 40m EBIT in [----] Big demand for their engines only overhand is big $MUX 70% stake https://t.co/WNzg6pyIMh $4X0 Steyr Motors is a hidden european defence"
X Link 2025-03-18T09:38Z [---] followers, [----] engagements

"That it can monetize including Efacec in 2027+ which makes electrical transfomers (Look at siemens energy share price which has also gone bananas)"
X Link 2025-03-18T09:38Z [---] followers, [---] engagements

"Stock Idea: Following my 20x in Steyr Motors. What other stocks do I have my eye on. Filtronic plc (200m) has similar characteristics. The thesis always has to be simple and exponential if works. 1) big supplier to SpaceX 2) Opp to win work with new EU LEO satelite netwks"
X Link 2025-03-19T13:09Z [---] followers, [----] engagements

"@DeepSailCapital Tejon Ranch $TRC Eric Sperion @off_the_run"
X Link 2025-03-22T02:55Z [---] followers, [---] engagements

"Bloomberg about [--] weeks late to the Steyr Story. I got in at [--] and sold at 100-200 missing the top at [---] (1.8bn) Now at [--] or 350m mkt cap its probably a decent entry point but Mutares is likely to be selling. Better to buy Mutares now IMO $4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU defence stocks are up 10x since [----] Steyr is a 80m mkt cap doing 10m of EBIT in [----] and targetting 40m EBIT in [----] Big demand for their engines only overhand is big $MUX 70% stake https://t.co/WNzg6pyIMh $4X0 Steyr Motors is a hidden european defence small cap."
X Link 2025-03-26T09:04Z [---] followers, [----] engagements

"One of my worst performing investments in the pst [--] years have been $ASML and $ASMI. Its a clear reminder that valuation does matter and that passive flows have propped up stocks artificially. What else is at risk. $COST and $WMT at 40x+ PE feel risky. Better to own TUI ag"
X Link 2025-03-26T20:11Z [---] followers, [----] engagements

"@IggyOnInvesting @IggyOnInvesting $VTY seems to be everywhere on X. The story seems legit on paper. but has anyone actually done any boots on the ground research. What reputation does VTY have ex employees Suppliers. Often stories that look good on excel miss stuff like company culture"
X Link 2025-04-12T19:28Z [---] followers, [---] engagements

"@blondesnmoney @blondesnmoney Take a look at $IDR Idaho Strategic which is also a gold miner and owns a bunch of RE land in Idaho @marketplunger1 has been pushing it. Well written write up"
X Link 2025-04-16T16:04Z [---] followers, [---] engagements

"Anyone on here looking at $ANF . Plenty of consumer risk but you can argue deminimis being cut should lead to Temu/Shein leaving the US which leaves ANF quite well positioned. Add to it being net cash and big 1.2bn buyback authorized vs $4bn mkt @JimPGillies @MattJMcClintock"
X Link 2025-04-20T16:01Z [---] followers, [----] engagements

"@blondesnmoney @blondesnmoney Another Services stock that trades at stupid multiples is Rollins. $ROl 50x PE for Pest Control CTAS is just infinitely better than competitors like Unifirst or Vestis so they take share every year"
X Link 2025-04-21T19:55Z [---] followers, [----] engagements

"@InvestingVisual $FTC - Filtronic plc in the UK. Selling RF equipment to SpaceX and other satelites/Defence $ITM power in UK. Hydrogen play $IBKR - the Costco of trading $FLUT/DKNG - gaming growing massively still"
X Link 2025-04-27T02:17Z [---] followers, [---] engagements

"As expected another Upgrade to FY25 and [--] Guidance. Not quantified but my guess is that Amazon launching their new satelite constellation might help. Filtronic $FTC 🚀 Another +15% upgrade this morning as SpaxeX/Starlink orders keep on coming through for Filtronic $FTC 🚀🚀 https://t.co/OXij5BZyMC Another +15% upgrade this morning as SpaxeX/Starlink orders keep on coming through for Filtronic $FTC 🚀🚀 https://t.co/OXij5BZyMC"
X Link 2025-05-06T06:07Z [---] followers, [----] engagements

"$AS +17% today Arcteryx is the new Gucci and LVMH of China growing +40% once again i have a position but too small and too scared to go balls deep in the april sell off up 30% just this month on $AS but once again didnt size it properly. Debating whether to average up Arcteryx could become the Gucci of china. next few years. could be explosive growth. As chinese move from handbags to sportswear see interesting linkedin posts https://t.co/aDdVRVWRyq up 30% just this month on $AS but once again didnt size it properly. Debating whether to average up Arcteryx could become the Gucci of china. next"
X Link 2025-05-20T19:20Z [---] followers, [---] engagements

"@LongOnlyLarry Exane in Europe is very very good"
X Link 2025-05-30T16:46Z [---] followers, [---] engagements

"Glad I held onto my ITM Power $ITM through the past [--] years. +100% last month new CEO has turned biz around new contracts being signed all year one of the few hydrogen companies with cash in the bank (200m+) Plenty of UK hydrogen projects still to be announced"
X Link 2025-06-02T09:27Z [---] followers, [----] engagements

"@capitalatrisk23 Great reply I agree with you on electrical supply chain. Stuff like Siemens Schneider ABB GE Vernova or even cables like Prysiam. Mutares is super messy (own autos sadly) but they own a nice transformer business in Efacec"
X Link 2025-06-24T19:56Z [---] followers, [---] engagements

"Greggs $GRG -13% today. Great buying opportunity. A stock i can own and forget about it for LT. Net cash BS. Investing in supply chain and new stores. Well run. 13x PE now. Small FY profit d/g driven by hot weather. Has had issues in recent years (NI hikes min wage) so derated"
X Link 2025-07-02T07:26Z [---] followers, [----] engagements

"Hi @BillAckman Have you thought about Greggs $GRG Its similar to some of your other bets like $SBUX and $CMG lowest cost operator in UK. Pret was bought by JAB for 1.5bn. Costa by coke for 5bn. Net cash and has been taking market share by investing into supply chain Greggs $GRG -13% today. Great buying opportunity. A stock i can own and forget about it for LT. Net cash BS. Investing in supply chain and new stores. Well run. 13x PE now. Small FY profit d/g driven by hot weather. Has had issues in recent years (NI hikes min wage) so derated https://t.co/f7j54MhEO5 Greggs $GRG -13% today. Great"
X Link 2025-07-02T09:11Z [---] followers, [---] engagements

"Sharing my portfolio as of 1st July [----] for those that follow. Q2 has been a good quarter with money made buying dip in April including MU AMD METa and Calls now sold (IBKR VRT) Mix across my ISAs and investment accounts. Apologies in advance for the chart crime"
X Link 2025-07-05T17:52Z [---] followers, [----] engagements

"@capitalatrisk23 not sure about sodexo. i wouldnt touch it imo. wont be a cintas anytime soon but i owned HFG in [----] and sold but i probably should take a look again given all shitcos rallying uber at ATHs german small caps like AG1 - auto1 have also rallied hard"
X Link 2025-07-15T17:41Z [---] followers, [---] engagements

"One of my goals is to post more diary like entries: I bought $BME last month as I though cheap PE (7x) potential GBPUSD GM tailwind and near term hot UK summer would help sales. Todays -8% SP reaction on Q1 trading was a dissapointment. I bought some more. Im probably making"
X Link 2025-07-15T19:30Z [---] followers, [---] engagements

"$AS Amer Sports +11% today share price reaction was all positioning holding atleast until sep Arcteryx CMD if shares continue to 🚀 $AS Buying Amer Sports this morning on results slight miss vs buyside whisper while results are amazing Arcteryx is taking massive share from LVMH and Kering in China as consumers become more sports/health focused and are encouraged not to show off $AS Buying Amer Sports this morning on results slight miss vs buyside whisper while results are amazing Arcteryx is taking massive share from LVMH and Kering in China as consumers become more sports/health focused and"
X Link 2025-08-22T18:15Z [---] followers, [---] engagements

"Tempted to buy Azelis and IMCD in europe given they are now sub 15x PE and have historically traded like quality compounders above 25x but leverage keeps me away hard for small caps to work unlesd they have earnings momentum or buybacks"
X Link 2025-11-07T22:05Z [---] followers, [---] engagements

"Starting to buy some $BLDR below $100 . small positions still so much bleeding in the market Anything with debt or small cap is getting destroyed. So many 52w lows $SKYH $BME.LN $DKNG $IMCD all in my watchlist but will go lower first"
X Link 2025-11-17T21:03Z [---] followers, [---] engagements

"@breadcrumbsre Agree 100% in europe. any compounder that has leverage is not AI and misses slightly is getting wrecked. Instead value stuff like ACS/CABK is soaring Azelis and IMCD great example Consumer like pernod"
X Link 2025-11-18T17:44Z [---] followers, [----] engagements

"@marketplunger1 basket of Azelis and IMCD 🤟🏼 im buying slowly given they still have chunky debt on them so might take a few quarters"
X Link 2025-11-24T21:45Z [---] followers, [----] engagements

"$GBTG announces its for sale according to BBG small position and have been waiting for it to work biz that someone like thoma bravo or uber can buy and take massive cost out @dkhos @thomabravo massive market share and sticky base recent $navn ipo not helpful $GBTG up 16% today and breaking $7. Stock is barely covered by sellside and [--] interest on fintwit. Ive been bullish because GBT is one of those stocks that will be able to use AI to take cost out and hold onto benefits give sticky customer base. CWT deal is kicker on top. $GBTG up 16% today and breaking $7. Stock is barely covered by"
X Link 2025-11-24T23:21Z [---] followers, [---] engagements

"$GEV up 15% today $ENR up 15x since the [----] low. and Mutares $MUX still hasnt sold any of the turbine or electrical transformer businesses it bought in [----]. @Mutares_SE you guys are incompetent or there is serious value in Efacec Guascor NEM energy (ex SIEEnergy units)"
X Link 2025-12-10T15:19Z [---] followers, [---] engagements

"Portfolio update for myself +41% performance in [----] driven mostly in H1 including $MU $FTC Gold Miners and calls during TACO Tariff madness Always good to do year end excercise as have assets across [--] platforms and I think I have too much UK exposure"
X Link 2025-12-31T17:22Z [---] followers, [---] engagements

"Forgot the 10x I made on Steyr Motors $4XO when it went up 20x in a few days. one of the craziest charts ive seen in a while. Steyr probably looking interesting again now that Mutares is out and RHM continues to do M&A"
X Link 2025-12-31T17:29Z [---] followers, [---] engagements

"James Hardie in Australia but with a big US business and trading at cheap multiples is probably also a target $JHX"
X Link 2026-01-12T10:43Z [---] followers, [---] engagements

"@marginofdanger i love skiing at Vail dont get me wrong assets are amazing. but expansion into europe is a mistake Baron Capital sitting on big loas"
X Link 2026-01-15T22:25Z [---] followers, [---] engagements

"@Maximus_Holla could also bid for james hardie which has been in trouble recently. BCC is now too small for them. Rexel"
X Link 2026-01-16T23:25Z [---] followers, [---] engagements

"XAU GOLD going Parabolic now cleared $4.820k and going to $5k glad i havent sold my KGC B NEM SGD and IDR from Q125 but regret not buying more debating buying picks and shovels like MDI or Cap Good companies but better bet is probably shitty juniors"
X Link 2026-01-21T01:37Z [---] followers, [---] engagements

"@blondesnmoney short Experian $EXPN credit bureau and AI loser"
X Link 2026-01-27T22:04Z [---] followers, [---] engagements

"my thoughts: Hellofresh $HFG One of the issues was that HFG was covered by TMT analysts when its not really Internet or Software business at all. It should be covered by industrial or consumer analysts who understand EV/EBIT valuation FCF conversion not just GMV multiples"
X Link 2024-03-09T20:52Z [---] followers, [---] engagements

"@DeepSailCapital Hellofresh $HFG is one of the most shorted stocks in europe. over 10% of free float. Sub 1bn market cap and cash generative"
X Link 2024-06-11T17:32Z [---] followers, [----] engagements

"@teledeporte @rtve @AlvaroMorata @SEFutbol Podeis cambiar el ngulo de la camara de rtve. se ve una mierda la perspectiva. parece un partido de segunda division"
X Link 2024-07-09T19:06Z [---] followers, [---] engagements

"Doesnt explain why Bhupi who was waiting for over [--] years to be CEO is leaving but clearly there has been a very bloody boardmeeting. expect alot of TEP lifers to leave. unsure what shares do here $TEP"
X Link 2024-08-28T20:20Z [---] followers, [----] engagements

"@kab604 Mate thats pure corporate spiel - Daniel Julien is not giving up his chairman position without a fight. His plan was to give up CEO role and continue as chairman for future. There was clearly a very messy situation. $TEP . This is clearly a coup for Mr. Moulay Hafid"
X Link 2024-08-29T07:33Z [---] followers, [---] engagements

"$TEP down -4% today. I think market is picking up on release from Friday which suggests Deputy CEO did not leave. but may have been fired. Not 100% sure here but its definitely a messy situation as Majorel is effectively taking over TEP. RNS shows a termination indemnity. Shock Coup detat at Teleperformance $TEP. takeover next Majorel chairman and CEO taking over. Bloodbath Very very bad news that CEO designate Bhupi is leaving who was well liked by market. Good news though Daniel Julien is leaving as cleans up corp governance. whats next 🧵 Shock Coup detat at Teleperformance $TEP. takeover"
X Link 2024-09-02T11:09Z [---] followers, [----] engagements

"@off_the_run @Nitorcap TRC is adding [--] new board members is this the catalyst for the company to finally take shareholders seriously instead of running the company for management/board perks HHH @BillAckman or $JOE playbook"
X Link 2024-11-06T14:04Z [---] followers, [---] engagements

"Rheinmetall $RHM one of the reasons im bullish and see positive catalysts is that Rheinmetall is bidding for the replacement contract to the Bradley IFV in a consortium with Anduril Team lynx has a big chance of beating General Dynamics given palmer lucky is in Trumps orbit"
X Link 2024-11-19T20:04Z [---] followers, [---] engagements

"JET2 with a beat and raise FY25 guidance results this morning. growing sales +15% and PBT +20% Should be a positive readacross to $TUI which reports in a few weeks on [--] Dec and still trades on 7x PE"
X Link 2024-11-21T07:52Z [---] followers, [---] engagements

"@hkuppy Not worried at all about St Joe share price - it has years of growth and house sales ahead of it. Beautiful sandy coastline with properties that have a bit of altitude above sea level due to being on sand dunes and less prone to flooding"
X Link 2024-12-19T13:41Z [---] followers, [---] engagements

"@JohnLeFevre @elonmusk i agree with alot of elons points but john here explains the other side well"
X Link 2024-12-28T18:18Z [---] followers, [---] engagements

"8% Ryanair. hasnt work at all this year as co is sacrificing prices to win market share. It also missed opp in holidays (JET2). However it remains well priced and doing buybacks. Great CEO. Market leader. long term holding. Better idea would have been IAG on biz class pricing"
X Link 2025-01-01T23:47Z [---] followers, [---] engagements

"@Geiger_Capital @Speculator_io On the small cap side take a look at Steyr Motors $4X0 which makes motors for EU tanks and US navy seal boats. Still trades on 4x FY27 PE"
X Link 2025-03-03T21:05Z [---] followers, [---] engagements

"@TaxesAreTheftGQ @MichaelGielkens They also own Efacec (electrical transformers). That asset should also be worth a few hundred million given where Siemens Energy Scheinder Powell are trading on"
X Link 2025-03-06T15:56Z [---] followers, [--] engagements

"Sorry for the spam but I cant not post daily on Steyr Motors $4X0 when it goes up 15% daily and is now at [--] 300% in a month Only regret is my small position and not backing up the truck @blondesnmoney $4X0 Steyr motors hit [--] Euros today +200% in less than a month. I still think the Steyr is worth easilly [--] per share and thats FY27 EBIT of 40m on 10x earnings. And thats before any growth from the Rheinmetal partnership Feels wierd not to prim position $4X0 Steyr motors hit [--] Euros today +200% in less than a month. I still think the Steyr is worth easilly [--] per share and thats FY27 EBIT of"
X Link 2025-03-14T08:38Z [---] followers, [----] engagements

"Congrats to the brave souls that followed me on this nanocap $4X0 Steyr motord that is now a German meme stock. up 70% today on newsflow ahead of results tomorrow only regret is keeping this a small position $4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU defence stocks are up 10x since [----] Steyr is a 80m mkt cap doing 10m of EBIT in [----] and targetting 40m EBIT in [----] Big demand for their engines only overhand is big $MUX 70% stake https://t.co/WNzg6pyIMh $4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU defence stocks are"
X Link 2025-03-14T21:08Z [---] followers, [----] engagements

"@blondesnmoney @jnconkle i regret not dumping my whole ISA in Steyr Motors $4X0 when it was at 80m mkt cap and instead only buying a small position. could have retired 😂😂"
X Link 2025-03-15T15:23Z [---] followers, [---] engagements

"Steyr Motors +100% today Crossing [---] crazy meme stock moves hard to think i was pushing it at [--] probably time to trim a bit and invest in Mutares $MUX Congrats to the brave souls that followed me on this nanocap $4X0 Steyr motord that is now a German meme stock. up 70% today on newsflow ahead of results tomorrow only regret is keeping this a small position Congrats to the brave souls that followed me on this nanocap $4X0 Steyr motord that is now a German meme stock. up 70% today on newsflow ahead of results tomorrow only regret is keeping this a small position"
X Link 2025-03-17T11:14Z [---] followers, [----] engagements

"@CapitalValor Mutares has a mkt cap of 700m while Steyr st [---] has a mkt cap of 1.6bn. Mutaress 70% stake is worth 1.1bn so 150% of its market cap. Mutares has other assets like Efacec Electrical transformers that could also be sold for a nice sum"
X Link 2025-03-18T09:33Z [---] followers, [---] engagements

"Why am i bullish. 1) its an opportunity to invest in a leading supplier of SpaceX which is on fire 2) most importantly I see opp to win new work as Europe/Others looks to create its own competitor to Starlink like Kuiper Eutelsat ASTS 3) its also a play on EU defence spending"
X Link 2025-03-19T13:09Z [---] followers, [---] engagements

"SpaceX LEO satelites deorbit naturally after [--] years"
X Link 2025-03-19T13:09Z [---] followers, [---] engagements

"@ToffCap @foso_defensivo @blondesnmoney @Uzocapital @marketplunger1 @capitalatrisk23 @JulyAeternum"
X Link 2025-03-19T13:09Z [---] followers, [---] engagements

"@jeuasommenulle @VerisureUK Verisure was planning to IPO in Q2 this year so no surprise PE has cut costs to the bone before IPO 😂 PE is sitting on so much garbage assets"
X Link 2025-04-22T19:08Z [---] followers, [---] engagements

"$MUX down -16% today. At first glance everything ive learned in finance tells me to stay away 1)german midcap 2) Delayed accounts 3) activist short sellers. But I think they own great EU assets. Spanish grid shutdown proves some of their hard assets are 🔥 like Steyr"
X Link 2025-04-29T11:46Z [---] followers, [---] engagements

"$FTC will keep on winning Defence and Space contracts. Its still a sub 250m market cap business but probably already worth 4x that. Biggest position in my portfolio. They also keep on hiring great people on the bis development side 🚀 As expected another Upgrade to FY25 and [--] Guidance. Not quantified but my guess is that Amazon launching their new satelite constellation might help. Filtronic $FTC 🚀 https://t.co/qKHaUQSx7W As expected another Upgrade to FY25 and [--] Guidance. Not quantified but my guess is that Amazon launching their new satelite constellation might help. Filtronic $FTC 🚀"
X Link 2025-05-15T06:09Z [---] followers, [----] engagements

"I dont own enough $FTC Filtronic another small contract this morning with Leonardo for Airborne Radars. FTC is exposed to [--] Supercycle demand tailwinds: [--]. EU defence Spending [--]. LEO Satelite internet (Starlink+ others) Ill keep on banging the drum $FTC will keep on winning Defence and Space contracts. Its still a sub 250m market cap business but probably already worth 4x that. Biggest position in my portfolio. They also keep on hiring great people on the bis development side 🚀 https://t.co/clYeJXdaln $FTC will keep on winning Defence and Space contracts. Its still a sub 250m market cap"
X Link 2025-05-29T06:37Z [---] followers, [----] engagements

"ITM massive short squeeze happening right now. +250% off the lows in May. Still only 500m market cap giving me Steyr Motors vibes Great set of results from beaten down ITM power $ITM ITM power and the rest of the hydrogen companies have been absolute dogs in recent years at incinerating investor capital and optimism. today could be a turning point. Another upgraded EBITDA and Cash guidance Great set of results from beaten down ITM power $ITM ITM power and the rest of the hydrogen companies have been absolute dogs in recent years at incinerating investor capital and optimism. today could be a"
X Link 2025-06-04T09:01Z [---] followers, [---] engagements

"Need to trim gaming DKNG and FLTR as have too much exposure and underperformed on predicition markets. Happy with core longs. G miners will still work. Should have owned more UBS JPM and RYAYY"
X Link 2025-12-31T17:22Z [---] followers, [---] engagements

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