@value_invest12 Value Investigator

Value Investigator posts on X about $ww, growth, $baba, baba the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

Engagements: [-----] #

• [--] Week [------] +8.40%
• [--] Month [-------] +5.90%
• [--] Months [---------] -14%
• [--] Year [---------] -54%

Mentions: [--] #

• [--] Week [--] -24%
• [--] Month [---] +52%
• [--] Months [---] +14%
• [--] Year [---] -0.77%

Followers: [------] #

• [--] Week [------] +0.05%
• [--] Month [------] +0.51%
• [--] Months [------] +3.50%
• [--] Year [------] +10%

CreatorRank: [-------] #

Social Influence

Social category influence stocks 47.62% finance 29.37% technology brands 26.98% countries 7.94% cryptocurrencies 4.76% social networks 3.17% celebrities 2.38% currencies 1.59% exchanges 0.79% luxury brands 0.79%

Social topic influence $ww #6, growth 10.32%, $baba 9.52%, baba 9.52%, ai 8.73%, $nvo #183, in the 7.14%, market #1399, novo 7.14%, share 7.14%

Top accounts mentioned or mentioned by @alvarofaraco @letushead @firebathiro @thecapitalgame @knicksman12 @oteroceledon @ritmussk @geniusahead @gluen64 @lt_harris_ @tulipojm @uboat159 @breadcrumbsre @ltharris @kobeissiletter @investbookie @kab604 @fenmagne @notfomo @milanpualic

Top assets mentioned WW International, Inc. Common Stock (WW) Alibaba Group (BABA) Novo-Nordisk (NVO) Metadium (META) Fenerbahçe Token (FB) Alphabet Inc Class A (GOOGL) Hims & Hers Health, Inc. (HIMS) Oscar Health, Inc. (OSCR) Bumble Inc. (BMBL) Amazon.com, Inc. (AMZN) Sea Limited (SE) Salesforce Inc (CRM) Celsius Holdings, Inc. Common Stock (CELH) Teladoc Health, Inc. (TDOC) Netflix Inc (NFLX) The Root Network (ROOT) Duolingo, Inc. (DUOL) Shift4 Payments, Inc. (FOUR)

Top Social Posts

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

"AI is destroying software moats and the market is repricing the entire sector. But there is a category of skills AI cannot replace: the ones that live in your head. New deep dive on a company that I think is the biggest mispricing in the SAAS selloff. $DUOL Link in bio"
X Link 2026-02-15T20:37Z 32.9K followers, 16.5K engagements

"@lt_harris_ No. There was hardly any news. Guidance comes in March"
X Link 2026-02-15T21:28Z 32.9K followers, [---] engagements

"Still cant believe the Dutch really did this. Imagine you own some shitcoin that goes from [---] to [---]. By year end you owe [---]. Then the shitcoin goes to [---] and you are broke. @KobeissiLetter Taxing unrealized gains is basically: Congrats on your paper profits now pay us in real cash. @KobeissiLetter Taxing unrealized gains is basically: Congrats on your paper profits now pay us in real cash"
X Link 2026-02-14T07:56Z 32.9K followers, 13.7K engagements

"I think he wanted to say Russia LISTEN CLOSELY: Rep. Massie just said the quiet part out loud. The reason they're hiding the Epstein files "Epstein had close ties to our own intelligence agencies and Israel's intelligence agencies." This is the real story https://t.co/ve3jLAdrzE LISTEN CLOSELY: Rep. Massie just said the quiet part out loud. The reason they're hiding the Epstein files "Epstein had close ties to our own intelligence agencies and Israel's intelligence agencies." This is the real story https://t.co/ve3jLAdrzE"
X Link 2026-02-14T20:47Z 32.9K followers, [----] engagements

"@invest_bookie Heres the track record of my writeups"
X Link 2026-02-16T07:57Z 32.9K followers, [--] engagements

"Fellow Oscar Health investor still owns 16.84% (up from 14.32% in Q3). The only current position disclosed in Thrive Capitals 13F. $OSCR be Josh Kushner born June [--] [----] in Livingston NJ be born into a real-estate dynasty (aka Nepo Baby) dad gets convicted for tax evasion & witness tampering (oof) your big brother plans to take over the world go to Harvard (class of 08) Catching the startup bug https://t.co/uCe03wY1z1 be Josh Kushner born June [--] [----] in Livingston NJ be born into a real-estate dynasty (aka Nepo Baby) dad gets convicted for tax evasion & witness tampering (oof) your big"
X Link 2025-11-28T06:10Z 32.9K followers, 17.1K engagements

"My top [--] positions going into 2026: 1) WW International $WW 22% 2) Shift4 Payments $FOUR 10% 3) Novo Nordisk $NVO 10% 4) Bumble $BMBL 9% 5) Oscar Health $OSCR 9% Elevator Pitches below 👇"
X Link 2026-01-02T12:06Z 32.9K followers, 27.6K engagements

"Ive wasted so many hours on SAAS companies only to give up every time I got to the stock based compensation line. How great for employees to capture all the value generation. Nothing left for shareholders. SaaS equity performance since Nov [--] is -27% versus Nasdaq +50%. Insane https://t.co/FetTkpkG1n SaaS equity performance since Nov [--] is -27% versus Nasdaq +50%. Insane https://t.co/FetTkpkG1n"
X Link 2026-01-22T22:05Z 32.9K followers, 11.1K engagements

"Ive held Teleperformance for a while based on cheapness but Id like to see anyone explaining me how this company will thrive in [--] years from today. AI gonna eat it for breakfast. @kab604 @Fenmagne @NOTFOMO Think about it whats easier: instruct an AI or a below average intelligent human: teach and adhere to set of company specific instructions be emphatic and adapt to customer mood (AI has no emotions or pride) have a pleasant accent free clear to understand voice I @kab604 @Fenmagne @NOTFOMO Think about it whats easier: instruct an AI or a below average intelligent human: teach and adhere to"
X Link 2026-01-26T10:27Z 32.9K followers, [----] engagements

"$BMBL catching a bid"
X Link 2026-01-26T17:32Z 32.9K followers, [----] engagements

"Extreme cheapness"
X Link 2026-01-30T21:00Z 32.9K followers, [----] engagements

"@OteroCeledon Those and more. Shift4 Oscar HelloFresh"
X Link 2026-01-31T05:26Z 32.9K followers, [---] engagements

"@Milan_Pualic HelloFresh bumble Weightwatchers"
X Link 2026-01-31T08:49Z 32.9K followers, [---] engagements

"SK Hynix The Memory Supercycle is here. New reports from Morgan Stanley est. - Samsung's net profit $163.0B USD - SK Hynix's $120.9B USD. That would make Samsung the most profitable company in the world even more than $NVDA and $GOOGL. Here are the top [--] rankings: [--]. Samsung https://t.co/EllvfY0dxq The Memory Supercycle is here. New reports from Morgan Stanley est. - Samsung's net profit $163.0B USD - SK Hynix's $120.9B USD. That would make Samsung the most profitable company in the world even more than $NVDA and $GOOGL. Here are the top [--] rankings: [--]. Samsung https://t.co/EllvfY0dxq"
X Link 2026-02-03T05:48Z 32.9K followers, [----] engagements

"Google guides [----] Capex of $175-185B Just to put that in perspective [----] net income was $132B $GOOG 👀"
X Link 2026-02-04T21:19Z 32.9K followers, 13.4K engagements

"@CasinoCapital Consensus Ebitda for [----] is 1.07B Guidance for SBC for [----] is 1.13B Does it make any sense"
X Link 2026-02-05T08:15Z 32.9K followers, [----] engagements

"@ritmus_sk Do you think thats legal 🤣"
X Link 2026-02-05T14:29Z 32.9K followers, [--] engagements

"Claude Opus [---] roasting $HIMS on the wannabe oral Wegovy copy 😁 HIMS: A Hair Loss App That Decided Its Smarter Than Novo Nordisk These clowns went from peddling boner pills in millennial-pink packaging to essentially telling the pharmaceutical world: Hold my kombucha were doing oral peptide delivery now. No clinical trials no FDA review no bioavailability data just vibes and a compounding pharmacy. Lets call the product what it actually is. They took a molecule that gets obliterated by stomach acid shoved it into a pill using god-knows-what formulation tested it on exactly zero human beings"
X Link 2026-02-05T19:38Z 32.9K followers, 13.2K engagements

"Game over for $HIMS and the gang Justice for $NVO Good for $WW Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar https://t.co/2KMBRodPvV Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and"
X Link 2026-02-07T06:03Z 32.9K followers, [----] engagements

"Rough ride for $HIMS shareholders. Perhaps thats because the driver in the seat is absolutely reckless $HIMS I was up 300%+ more than once in [----]. I'm now down 12% on my $HIMS position. Imagine going through all of that and still holding. This is what long-term holders go through. 🫡 https://t.co/Mj2SteBb0G $HIMS I was up 300%+ more than once in [----]. I'm now down 12% on my $HIMS position. Imagine going through all of that and still holding. This is what long-term holders go through. 🫡 https://t.co/Mj2SteBb0G"
X Link 2026-02-07T07:54Z 32.9K followers, [----] engagements

"Nice idea. The paradox of dating apps is they earn more if their users DONT find the perfect match too early. If AI allows dating apps to match REALLY well the price needs to go up. Long term should drive up dating app usage (endless supply of new singles). $BMBL $MTCH GAI $GRND https://t.co/MypfuxVmxe GAI $GRND https://t.co/MypfuxVmxe"
X Link 2026-02-08T10:17Z 32.9K followers, [----] engagements

"Novo Nordisk just had the most dramatic week in its history. -27% in three days $49 knockoff launched FDA stepped in Compounders may be finished This may mark a structural turning point for both $NVO and my largest position $WW. For full breakdown see link in bio"
X Link 2026-02-08T14:23Z 32.9K followers, 22.5K engagements

"Bring it all down JUST IN: Multiple members of Congress are on their way to the DOJ to view the unredacted Epstein Files. JUST IN: Multiple members of Congress are on their way to the DOJ to view the unredacted Epstein Files"
X Link 2026-02-09T20:34Z 32.9K followers, [----] engagements

"Oscar Health with a Giga [----] outlook. Revenue guidance of $18.9b (+61%) $350 million earnings from operations vs [----] market cap. SGA expense ratio scaling to 16% vs 17.5% in [----] and 19.1% in [----]. $OSCR"
X Link 2026-02-10T11:58Z 32.9K followers, [----] engagements

"Yes thats what the next years will be about. A few winners many losers. And then some that get sold off but will do ok. The trick is to buy 1) companies not being hit bad by AI 2) stocks that are already down so bad and cheap that it just cant get any lower. So the market is really making the rounds to every subsector and yelling "BOO AI" huh Today it's brokers. Clown show. https://t.co/1Vk8hMIWhQ So the market is really making the rounds to every subsector and yelling "BOO AI" huh Today it's brokers. Clown show. https://t.co/1Vk8hMIWhQ"
X Link 2026-02-10T21:10Z 32.9K followers, [----] engagements

"EV/EBITDA of 30x: "priced for bankruptcy" Still a 4.5b entreprise value. As the knock off GLP-1 business ends Ebitda falls by how much Now add the lawsuits. Wouldnt touch $HIMS Every piece of bad news is priced into $HIMS. Basically priced for bankruptcy at the moment. Meanwhile strong cash flows and balance sheet. Old and new verticals growing. Every piece of bad news is priced into $HIMS. Basically priced for bankruptcy at the moment. Meanwhile strong cash flows and balance sheet. Old and new verticals growing"
X Link 2026-02-11T06:37Z 32.9K followers, 14.7K engagements

"Thats how little it takes for Oscar to 3x by [----]. $OSCR $OSCR CEO: Our stock price should be between $45-$55 a share. He says 2.5% net margin gets 0.5x sales multiple in insurance industry while 5% gets 1x. They are now guiding for 50% top-line growth this year with 1% operating margin. Assuming just 15% top-line growth for https://t.co/pVDJeNYIUT $OSCR CEO: Our stock price should be between $45-$55 a share. He says 2.5% net margin gets 0.5x sales multiple in insurance industry while 5% gets 1x. They are now guiding for 50% top-line growth this year with 1% operating margin. Assuming just"
X Link 2026-02-11T10:41Z 32.9K followers, [----] engagements

"@geniusahead If only that mattered going forward for shareholders that invested post chapter 11"
X Link 2026-02-11T10:49Z 32.9K followers, [--] engagements

"January [----] Portfolio update: Tencent at a 35% discount SoftBank uniquely positioned for the AI decade HelloFresh at a 20%+ FCF yield Link to full write up in bio"
X Link 2026-01-20T22:21Z 32.9K followers, 16K engagements

"Oral Wegovy off to a strong start. $NVO $WW Symphony data out. Wegovy pill sales for week [--] was TRx [-----] Up from [----] last week. Thats more than what Zepbound sold in week [--] Meaning those data we will get next Friday. This is crazy. Remember this is still not including all the online telehealt and NovoCare. We Symphony data out. Wegovy pill sales for week [--] was TRx [-----] Up from [----] last week. Thats more than what Zepbound sold in week [--] Meaning those data we will get next Friday. This is crazy. Remember this is still not including all the online telehealt and NovoCare. We"
X Link 2026-01-23T08:38Z 32.9K followers, [----] engagements

"If you wanna see a really really beaten down stock look no further than $WW. Absolutely brutal. I dont see how anyone without massive conviction can keep sticking to it. Typically a good signal that the bottom is in. Still my largest position by far with 16% 😮💨 $WW is interesting because the stock rallies off the lows to hit $35/share as it should with the release of Wegovy oral that caused so much demand on their site it crashed it Then $AMZN enters with offering the pill on Jan [--] which I described in detail below why it's not the https://t.co/81c4wx5wSR $WW is interesting because the"
X Link 2026-01-27T19:32Z 32.9K followers, 13.4K engagements

"Wegovy pill about to be advertised to [---] Million Americans at the Super Bowl. $NVO $WW $NVO warming up for Super Bowl +100 million Americans will learn more about wegovy pill at Super Bowl. In general users of wegovy and Zepbound is about 75% women and only about 25% men. One of the key focus for launch of wegovy pill is middle aged men with BMI 27-35 $NVO warming up for Super Bowl +100 million Americans will learn more about wegovy pill at Super Bowl. In general users of wegovy and Zepbound is about 75% women and only about 25% men. One of the key focus for launch of wegovy pill is middle"
X Link 2026-01-28T22:32Z 32.9K followers, [----] engagements

"Probably not a bad indicator for Weight Watchers $WW Even if Mr Efficient and the short sellers disagree for now RO ceo @ZReitano confirming launch of Wegovy pill has had an influx of new customers seeking the newly launched pill version of Wegovy to lose weight including men who have shied away from taking the popular injection form Ro CEO Zach Reitano said. Especially men are a primary RO ceo @ZReitano confirming launch of Wegovy pill has had an influx of new customers seeking the newly launched pill version of Wegovy to lose weight including men who have shied away from taking the popular"
X Link 2026-01-30T20:03Z 32.9K followers, [----] engagements

"Gotta respect the criminal energy 🙈 $HIMS 🚨 BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH 🤯🤯🤯 https://t.co/jMTHdJJP0l 🚨 BREAKING: $HIMS SAYS IT WILL SELL A COPY OF NOVO NORDISK'S WEGOVY PILL AT $49/MONTH 🤯🤯🤯 https://t.co/jMTHdJJP0l"
X Link 2026-02-05T14:36Z 32.9K followers, [----] engagements

"@ritmus_sk By the way if Novo doesnt sue the s*** out of HIMS you bet $WW will do the same. Been there before"
X Link 2026-02-05T14:43Z 32.9K followers, [---] engagements

"Mr Market really doesnt like Weight Watchers $WW 3.3x EV/Ebitda Market cap at $187 million with $170 million cash on the balance sheet in Q3 (now much higher) can pay debt down in 2-3ys. [--] million subscribers with an average monthly subscription revenue of $19 share implies a valuation $60 per subscriber https://twitter.com/i/web/status/2019474857948303549 https://twitter.com/i/web/status/2019474857948303549"
X Link 2026-02-05T18:15Z 32.9K followers, [----] engagements

"Buffett on quantitative investing vs qualitative investing: No insight is required on the quantitative sidethe figures should hit you over the head with a baseball bat"
X Link 2026-02-05T18:19Z 32.9K followers, [----] engagements

"Wait till Mr Market figures out that $WW might eventually also shine on the qualitative side ☺ The really sensational ideas I have had over the years have been heavily weighted toward the qualitative side where I have had a high-probability insight"
X Link 2026-02-05T18:22Z 32.9K followers, [----] engagements

"@letushead Pay attention to clinical subscriber growth. Stock is cheap alone relative to the shrinking subscriber business. Its a cigar butt at least. All the future value is in clinical subscribers"
X Link 2026-02-05T19:00Z 32.9K followers, [---] engagements

"Any gaslighting attempts regarding the Epstein files are so revealing. Tells you immediately which media politicians or online celebrities cant be trusted anymore. The ultimate filter in an era of noise. The Russiagating is not just a great source of comedy it also reveals the preparedness of influential people to throw away all credibility to protect their masters https://t.co/kPJ1xNwCzq The Russiagating is not just a great source of comedy it also reveals the preparedness of influential people to throw away all credibility to protect their masters https://t.co/kPJ1xNwCzq"
X Link 2026-02-08T20:41Z 32.9K followers, [----] engagements

"Why fight the oral glp supercycle when you can join it Make America Slim Again - MASA $NVO $WW Unbelievable how many of these ads are GLP-1s. What a fat fucking pathetic country we are Unbelievable how many of these ads are GLP-1s. What a fat fucking pathetic country we are"
X Link 2026-02-09T12:55Z 32.9K followers, [----] engagements

"Comparing Weightwatchers to $HIMS EV/EBITDA of 3.6x vs 30x Oh and $WW doesnt have the FDA coming after their GLP-1 knock off operations. Instead WW is actually partnering with Novo Nordisk and Eli Lilly and even offers Oral Wegovy. EV/EBITDA of 30x: "priced for bankruptcy" Still a 4.5b entreprise value. As the knock off GLP-1 business ends Ebitda falls by how much Now add the lawsuits. Wouldnt touch $HIMS EV/EBITDA of 30x: "priced for bankruptcy" Still a 4.5b entreprise value. As the knock off GLP-1 business ends Ebitda falls by how much Now add the lawsuits. Wouldnt touch $HIMS"
X Link 2026-02-11T07:50Z 32.9K followers, [----] engagements

"🤤 Duolingo stock is down 70% in the past six months. https://t.co/5HhzLzeY3D Duolingo stock is down 70% in the past six months. https://t.co/5HhzLzeY3D"
X Link 2026-02-11T23:10Z 32.9K followers, 10.4K engagements

"Wow I used to respect the Dutch for being quite upfront. They had nobody loud enough to prevent this utter nonsense BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains. BREAKING: Netherlands House of Representatives has approved a 36% tax on unrealized capital gains"
X Link 2026-02-13T20:28Z 32.9K followers, [----] engagements

"@JohnnyB_222 No way this is crazy. Which country"
X Link 2026-02-14T11:07Z 32.9K followers, [---] engagements

"@gluen64 Could be an opportunity. But Im far less optimistic about ai disruption risk vs Duolingo"
X Link 2026-02-16T07:58Z 32.9K followers, [--] engagements

"4.3% say Tiktok is their favorite social media app. Guess who owns the top3 $FB"
X Link 2022-02-17T05:02Z 32.9K followers, [---] engagements

"Facebook now at less than 10x [----] operating income from family of apps. $FB"
X Link 2022-02-17T21:03Z 32.9K followers, [---] engagements

"Facebook now at 8.2x [----] operating earnings from family of apps. 7.3x ex Cash. $FB"
X Link 2022-04-27T18:21Z 32.9K followers, [---] engagements

"$FB now at 7.8x EV/EBITDA"
X Link 2022-06-12T22:07Z 32.9K followers, [---] engagements

"$META x Salesforce"
X Link 2022-09-20T12:48Z 32.9K followers, [---] engagements

"$META -5% after hours following a narrow miss of expectations by an irrelevant competitor Cant make this shit up"
X Link 2022-10-20T20:22Z 32.9K followers, [---] engagements

"Germany inflation falls to 8.6% in December after 11.3% in November. 10.7% was expected 👀"
X Link 2023-01-03T13:04Z 32.9K followers, 44.5K engagements

"$Meta quietly up 47% from the low in November. That was crazy. Still is"
X Link 2023-01-06T18:43Z 32.9K followers, 76K engagements

"Bring it on $META ChatGPT is 'not particularly innovative' and 'nothing revolutionary' says Meta's chief AI scientist https://t.co/mWuCBxq15n by @TiernanRayTech ChatGPT is 'not particularly innovative' and 'nothing revolutionary' says Meta's chief AI scientist https://t.co/mWuCBxq15n by @TiernanRayTech"
X Link 2023-01-23T20:02Z 32.9K followers, 73.6K engagements

"Bought a 7% position in TLT (20y US treasury ETF) yielding 4.1%. Its been a long time since bonds appeared this attractive to me. I anticipate LT bond yields will normalize to a 3% yield over 2-3ys. 12% income return over 3ys + significant price appreciation if Im right on rates coming down would lead to 15% CAGR. Likely negative correlation to equities as a plus if the FED blows things up (watching out for commercial real estate loans and banks)"
X Link 2023-07-27T17:21Z 32.9K followers, 210.4K engagements

"$SE adds a cash a casual $477m in cash in Q2. Almost $2b annualized. Market cap less cash ($6.5b) is now some $22b Deep value"
X Link 2023-08-15T10:48Z 32.9K followers, 58.3K engagements

"Germany CPI down to 3.2% (-0.4% month over month). Inflation in Europe as in the US is arguably dead and the tentacles of insanely high interest rates are about to fall off from the consumer. Whats the single best stock to play the normalization My top pick here is Hellofresh. Down 58% from September highs the company now trades at some 5.8x Ebitda. Easy to see it rerating to 15-20x EBITDA upon normalization of growth rates next 1-2ys"
X Link 2023-11-29T13:38Z 32.9K followers, [----] engagements

"People of Fintwit what return do you expect for your personal portfolio in [----] Share highest conviction position in comments and please retweet for representativness. 5% 10% 20% 15% 5% 10% 20% 15%"
X Link 2023-12-22T18:01Z 32.9K followers, [----] engagements

"If $BABA ADRs are a worthless piece of paper why did Alibaba repurchase $9.5 billion worth of it in [----] To "rip off" international shareholders Your feelings vs the evidence 👆 Alibabas share repurchase program still has $11.7 billion left to go as of Dec.31"
X Link 2024-01-23T15:07Z 32.9K followers, 37.2K engagements

"Alibaba Q4: revenue growth 5% adjusted Ebitda +1% adjusted EPS -2% reduced share count 3.3% in [----] Increased share repurchase program by $25b to $35.3b $BABA"
X Link 2024-02-07T12:08Z 32.9K followers, 40.7K engagements

"$JD reports Q4 & FY 2023: revenue growth 3.6% (1.7% in Q3) [----] free cash flow $5.7b (up 14.3%) - 16.9% FCF yield announced $3b buyback program (9% of market cap) announced $1.2b dividend - 3.6% dividend yield $27.8b cash and investments vs $34b market cap"
X Link 2024-03-06T11:44Z 32.9K followers, 23.8K engagements

"@Danice777 @0_7_user @byVNTY Was sind deine Ratschlge fr die Messerfachkrfte und Gruppenvergewaltiger"
X Link 2024-05-28T17:22Z 32.9K followers, 12.4K engagements

"@Hartes_Geld @PolizeiMannheim @Bundeskanzler @BILD Und ihr wagt es besoffene Kinder auf Sylt sozial zu vernichten weil sie ein Lied gegen diese Auslnder singen"
X Link 2024-05-31T18:05Z 32.9K followers, 12.4K engagements

"@_FriedrichMerz Whrenddessen kommen weiter Hunderttausende pro Jahr ins Land nachdem unter Merkel alle Dmme gebrochen sind. Strzenberger wurde vom Verfassungschutz beobachtet der Djihadist nicht. Die Kontrolle ist lngst verloren gegangen"
X Link 2024-06-02T18:58Z 32.9K followers, [----] engagements

"@ABaerbock Whrenddessen kommen weiter Hunderttausende pro Jahr ins Land. Strzenberger wurde vom Verfassungschutz beobachtet der Djihadist nicht. Die Kontrolle ist lngst verloren gegangen"
X Link 2024-06-02T19:10Z 32.9K followers, 10.7K engagements

"@wideawake_media Common sense is reborn"
X Link 2024-06-19T19:49Z 32.9K followers, 26.6K engagements

"@ainyrockstar Unsere Gesetze und Normen im Umgang mit Strafttern stammen aus einer anderen Zeit. High Trust Society ist nicht mehr und christliche Vergebung wird von denen nur als Schwche ausgelegt und als Anstiftung zum Weitermachen. Das Strafgesetz sollte komplett berarbeitet werden"
X Link 2024-06-20T19:15Z 32.9K followers, 17.6K engagements

"Increased my HelloFresh from 15% to 20%. Best risk / reward Ive seen since Meta at $90. $HFG"
X Link 2024-06-28T09:55Z 32.9K followers, 88.7K engagements

"What a great find. Unproven nature of RTE is about the major argument of Hellofresh bears. $HFG Hey short sellers in $HFG remember one thing: just because you cant see the play doesnt mean its not there. I found a RTE company in Finland (Feelia subsidiary company of Fodelia which is listed) that currently delivers 10%+ EBIT and rising. Its trading at P/S [---]. https://t.co/T47xVFWayN Hey short sellers in $HFG remember one thing: just because you cant see the play doesnt mean its not there. I found a RTE company in Finland (Feelia subsidiary company of Fodelia which is listed) that currently"
X Link 2024-07-31T11:51Z 32.9K followers, [----] engagements

"@YveK22 Sie haben Deutschland binnen [--] Jahren in ein Hllenloch verwandelt"
X Link 2024-09-17T17:30Z 32.9K followers, 34K engagements

"HelloFresh significantly beats Q3 Ebitda guidance"
X Link 2024-10-25T11:44Z 32.9K followers, 31.9K engagements

"Can Starmer survive this In [----] Gordon Brown issued a circular to all UK police forces which effectively stated "do not prosecute these rape gangs these children are making a lifestyle choice." Starmer was director of public prosecutions at the time of this circular"
X Link 2025-01-02T19:33Z 32.9K followers, 34.4K engagements

"@Sarahw9111 Considered a lifestyle choice by highest order. Hope there will be justice one day Can Starmer survive this In [----] Gordon Brown issued a circular to all UK police forces which effectively stated "do not prosecute these rape gangs these children are making a lifestyle choice." Starmer was director of public prosecutions at the time of this circular. https://t.co/VE2eOhghDw Can Starmer survive this In [----] Gordon Brown issued a circular to all UK police forces which effectively stated "do not prosecute these rape gangs these children are making a lifestyle choice." Starmer was"
X Link 2025-01-02T19:53Z 32.9K followers, 12.9K engagements

"The 🐐: Warren Buffett with a 19.9% CAGR over the [--] years since [----]. 5502284% total return 👀"
X Link 2025-02-22T14:44Z 32.9K followers, 14.1K engagements

"In what world is Carvana not a tariff winner $CVNA"
X Link 2025-04-03T18:40Z 32.9K followers, 24.9K engagements

"Of course Google and Amazon will greatly suffer from China tariffs on their non-existing China segments 🙄"
X Link 2025-04-04T11:56Z 32.9K followers, 92.3K engagements

"Sold my remaining Google position. I was (and still am) very positive on their AI but they just dont get any meaningful user traction with Gemini vs ChatGPT. Thats a big problem especially with ChatGPT killing it with o3. Google cloud is their life insurance at this point. But even at a valuation of 12x sales its only worth $520b 27% of todays market cap"
X Link 2025-04-22T16:11Z 32.9K followers, 92.6K engagements

"Very good thread on Oscar Health. A 20% grower at a [----] PE of 5.4x. Id say pretty good chance for a 4-5x in [--] years. $OSCR $OSCR is a 5x opportunity everybody ignores. Revenues are exploding it has just become profitable and it's trading at just [--] times [----] earnings and Michael Burry is buying too. Here is why it's an asymmetric opportunity now: 🧵 https://t.co/T5TCs89H8n $OSCR is a 5x opportunity everybody ignores. Revenues are exploding it has just become profitable and it's trading at just [--] times [----] earnings and Michael Burry is buying too. Here is why it's an asymmetric opportunity"
X Link 2025-04-27T14:40Z 32.9K followers, 39.9K engagements

"New writeup on Prosus When a company trades at a 35% discount to NAV compounds assets at double digit rates and then buys back shares at that discount to turbocharge returnsyouve got a compounding machine Link in bio - enjoy"
X Link 2025-05-25T18:32Z 32.9K followers, 40.4K engagements

"(1/2) SK Hynix is up 60% yet yet still trades at a forward PE of 5.7x. IMO one of the best AI chip plays out there. SK Hynix owns roughly [--] % of the global high-bandwidth memory market making it the clear leader in HBM"
X Link 2025-06-24T11:13Z 32.9K followers, 18.9K engagements

"Two observations: 1) Havent seen investors this exuberant since [----]. 2) Havent seen the economy this bad since Covid. I find the combination of 1) & 2) mildly concerning"
X Link 2025-09-19T09:56Z 32.9K followers, 11.8K engagements

"Alibaba has such a run this year but still trades at only 17.5x next year earnings. Thats little for what is arguably Chinas best AI play. $BABA"
X Link 2025-10-01T05:22Z 32.9K followers, 12.7K engagements

"Talking about AI stocks getting all the attention Imagine how distorted the market is when you can buy the producer of the holy grail of pharma at a forward PE of [--] and the arguably best corresponding telehealth platform at 5x EV/EBITDA Ive been writing about oral GLP-1s all year. Last night the final uncertainty disappeared. Oral Wegovy is approved supply is ready and the sales cycle begins in January. Check out my new write-up on the implications for $NVO and WeightWatchers $WW. https://t.co/ffIWuSyGk5 Ive been writing about oral GLP-1s all year. Last night the final uncertainty"
X Link 2025-12-23T14:37Z 32.9K followers, [----] engagements

"I cant think of any platform better positioned than Weight watchers to transition people from GLP-1s to permanent weight loss while lowering dosage and eventually getting fully off the drugs and maintain weight loss and a healthy lifestyle. Market cap of [---] million is a joke 👏🏼 this 👏🏼 is 👏🏼 why 👏🏼 behavioral 👏🏼 changes 👏🏼 are 👏🏼 critical $WW "Studies show that after stopping the drugs people typically regain lost weight within about [---] years. And any improvements in blood sugar blood pressure or cholesterol are reversed." https://t.co/TAzhZ6HMwS 👏🏼 this 👏🏼 is 👏🏼 why"
X Link 2026-01-28T19:12Z 32.9K followers, [----] engagements

"For those $WW might not be the best platform. I think the market will be huge and WW path is what most people ultimately want and what many employers / insurers would be ready to pay for. WW has started to collect and share superior results and they should only get better to prove their effectiveness. Quite the flywheel and the market doesnt price this at all. Market doesnt even price the dying core business correctly. Its at a PE of [--] on [----] earnings. https://twitter.com/i/web/status/2016592175287423243 https://twitter.com/i/web/status/2016592175287423243"
X Link 2026-01-28T19:20Z 32.9K followers, [---] engagements

"Performance: YTD: 53.2% Q2: 10.0% CAGR since inception: 42.9% Current Portfolio: $SFTBY 22% Prosus 12% $BABA 10% $FB 10% Hellofresh 10% $AMZN 10% $CRM 10% $CELH 10% $TDOC 5%"
X Link 2021-06-30T20:07Z 32.9K followers, [---] engagements

"Prosus at a 50% discount to NAV this morning. $PRX $TCEHY Owning some of the finest collection of digital growth companies: 2/3s Tencent (itself undervalued) 1/4 private companies (edtech/fintech) 8% cash in a market that is otherwise anything but cheap"
X Link 2021-07-06T07:22Z 32.9K followers, [---] engagements

"$BABA June Quarter Results: 34% revenue growth 29% cloud revenue growth 90% Lazada order growth share buyback program increased to $15bn 3.7bn repurchased since April [--] 💥"
X Link 2021-08-03T11:09Z 32.9K followers, [---] engagements

"China market regulator draft news👇 at least to me this doesnt sound like the end of the world for Alibaba and Tencent. $BABA $TCEHY"
X Link 2021-08-17T07:47Z 32.9K followers, [---] engagements

"Market cap of $SE now 34.4% of $BABA. while: revenues are not even 20% of $BABAs earnings(). losing $1.6bn p.a. vs earning $23.2bn having 3.9% of $BABAs revenue. Sure its growing much faster and doesnt currently have to deal with the Chinese regulator"
X Link 2021-08-17T14:55Z 32.9K followers, [---] engagements

"This nights wealth distribution announcement of $7.7 billion by Tencent made me change my mind on Chinese stocks. I can handle A LOT of big tech regulation but I cannot handle my wealth being redistributed to the people of China. $BABA $TCEHY https://www.laprensalatina.com/tencent-vows-7-7-billion-in-boost-to-beijings-wealth-redistribution-efforts/ https://www.laprensalatina.com/tencent-vows-7-7-billion-in-boost-to-beijings-wealth-redistribution-efforts/"
X Link 2021-08-19T21:11Z 32.9K followers, [---] engagements

"Portfolio as of August 27: 10% $SFTBY 10% $AMZN 10% $CRM 10% $FB 10% $NFLX 10% $HFG 10% $CELH 5% $KAHOT 5% $UPST 5% $PTON 5% $TDOC 5% $Z 5% $SPOT"
X Link 2021-08-27T15:21Z 32.9K followers, [---] engagements

"Google Q4: 32% revenue growth 37.6% EPS growth 44.6% Google cloud growth - [----] PE of [----] - [----] PE ex Cash: [----] $GOOG"
X Link 2022-02-01T21:12Z 32.9K followers, [---] engagements

"Has FANG ever been that cheap $FB at a PE of 16x $AMZN at 15x AWS sales (e-commerce for free) $NFLX at a PE of 17.5x $GOOG at a PE of 20x and I dont even own any of those names currently. What a crazy market"
X Link 2022-05-03T04:46Z 32.9K followers, [---] engagements

"Not even a Rolex is protecting you in this bear market"
X Link 2022-08-20T10:26Z 32.9K followers, [---] engagements

"Pleased to share my $META write-up is out Why Meta is a great business with a long growth runway and a growing moat. Bear case: 15% CAGR next [--] years with 4% growth Base case: 11x next [--] years still writing off metaverse Details below: https://modernvalueinvesting.substack.com/p/meta-platforms https://modernvalueinvesting.substack.com/p/meta-platforms"
X Link 2022-08-21T19:08Z 32.9K followers, [---] engagements

"$Meta at 6.0x EV / Ebitda (2021) Company is virtually debt free"
X Link 2022-09-26T18:34Z 32.9K followers, [---] engagements

"$META has six new friends in the Metaverse: Microsoft (Teams XBox Games 365) Epic Games NBC Accenture Peacock Zoom"
X Link 2022-10-11T19:37Z 32.9K followers, [---] engagements

"Once in a life A Once in a Lifetime Opportunity in German Residential Real Estate Stocks🏘💰 1/ Vonovia $LEG $TAG $GCP currently trade at a 67% discount to NAV with a potential 200% mid term upside. It's a rare opportunity to buy into this market at a bargain price"
X Link 2023-04-21T13:11Z 32.9K followers, 74.8K engagements

"Inflation down to 3.0% despite: - shelter inflation still at 7.8% - with its 34% weight in CPI shelter hence caused 2.7% out of the 3.0% Inflation ex shelter is this 0.3%. Every real time rent index is at 0% Were at some 0.2% inflation at this point. Crazy stuff. FED must live in an alternative universe not emergency cutting here"
X Link 2023-07-12T12:43Z 32.9K followers, 129.9K engagements

"By the end of July my portfolio was up 167% YTD. Below is my current positioning. Stay tuned for updates. Planning a number of writeups in the months and weeks to come"
X Link 2023-08-01T20:25Z 32.9K followers, 76.9K engagements

"$SE now at 9.2x EV/EBITDA (Q2 annualized). Peak $Meta craziness was I think EV/Ebitda of [--] Whereby IMO long term growth prospects for $SE are much stronger than for $META"
X Link 2023-08-16T05:59Z 32.9K followers, 73.6K engagements

"$TLT investors having locked in 4.9% next 25ys when were back to ZIRP"
X Link 2023-10-03T15:48Z 32.9K followers, 40.9K engagements

"iShares emerging markets ETF is flat since 2007"
X Link 2023-11-22T20:15Z 32.9K followers, 49.6K engagements

"2023 Performance: 174% Check out what it took to deliver such a performance with a long-only equity portfolio (Spoiler: still licking [----] wounds). Nevertheless I am pleased and proud my CAGR since [----] is back to 20%. Wishing everyone a very successful 2024"
X Link 2023-12-29T21:57Z 32.9K followers, 107.8K engagements

"If by [----] Tesla sells [--] million cars a year (up from 1.8m in 2023) at an average sales price of $50k (currently $45k) total revenue from automotive would be $252b. At a net margin of 10% this gets us to annual earnings of $25b. At a 20x P/E the value of the automotive business in [----] would be $500b. Discounted at a 10% rate the present value would be $192b. The current market cap of Tesla is $755b"
X Link 2024-01-05T22:26Z 32.9K followers, 114.1K engagements

"The higher it goes the more investors want to have it. At $150 $BABA will be widely considered "de-risked""
X Link 2024-01-23T14:40Z 32.9K followers, 28.3K engagements

"$JD looking very good here: $5.5b free cash flow last 12m 15% FCF yield on market cap of $37b Taking into account net cash it gets crazy cheap: cash and short term investments: $34.3b short and long term debt $6.5 b - net cash about $27.8b or 74% of market cap 👀"
X Link 2024-01-26T19:13Z 32.9K followers, 84.1K engagements

"New writeup: The Investment Case for Chinese Stocks 1) Depressing Performance and Sentiment around Chinese stocks 2) Significant triggers for a Reversal 3) Why my consideration of the risk/reward leads to a 20% China exposure $BABA $JD $YY $FINV Link in bio (free)"
X Link 2024-01-28T13:29Z 32.9K followers, 78.2K engagements

"Bought a 5% position in $ROOT. Posted incredible improvements in business performance in Q4: growth margins. But still priced for bankruptcy. Sometimes even a 50% move on earnings is not enough. IMO good chances that $ROOT delivers a [----] type Carvana performance. The best part is the long term. Phenomenal idea and now it seems also execution"
X Link 2024-02-23T15:14Z 32.9K followers, 53.6K engagements

"@EvaVlaar @Reuters That hes born in the UK makes things even worse: failed integration even in the second generation. Yet we should accept any more new arrivals"
X Link 2024-07-31T16:07Z 32.9K followers, 15.3K engagements

"Amazon now flat since [--] years. -21% inflation adjusted. $AMZN"
X Link 2024-08-03T08:32Z 32.9K followers, 93.1K engagements

"Hellofresh CEO with a massive insider purchase. $HFG #HelloFresh CEO Dominik Richter just bought over 10M in $HFG shares at [----] per share. https://t.co/gBhNww0PhP #HelloFresh CEO Dominik Richter just bought over 10M in $HFG shares at [----] per share. https://t.co/gBhNww0PhP"
X Link 2024-09-10T16:11Z 32.9K followers, 47.5K engagements

"New writeup on $BMBL I like Bumble at the current share price: P/E Ratio of 5x very aggressive share buybacks online dating is not going anywhere IMO its essential online real estate Link in bio"
X Link 2025-01-22T21:17Z 32.9K followers, 40.1K engagements

"Palantir now at 87x sales while diluting shareholders 7.3% a year. They need to 10x sales to ever grow into their valuation. But at the current dilution thats not enough as share count doubles every 10ys at current pace. Palantir needs to 20x sales over 10ys for an IRR of 0"
X Link 2025-02-06T20:47Z 32.9K followers, 698.5K engagements

"Root insurance now a 10x since I bought my 5% position little less than [--] year ago. $ROOT Bought a 5% position in $ROOT. Posted incredible improvements in business performance in Q4: growth margins. But still priced for bankruptcy. Sometimes even a 50% move on earnings is not enough. IMO good chances that $ROOT delivers a [----] type Carvana performance. The best Bought a 5% position in $ROOT. Posted incredible improvements in business performance in Q4: growth margins. But still priced for bankruptcy. Sometimes even a 50% move on earnings is not enough. IMO good chances that $ROOT delivers a"
X Link 2025-02-13T19:38Z 32.9K followers, 39.6K engagements

"Bumble with a Carvana-esque -95%. Do your own research but I think its trading at a 35% FCF yield here while buying back a boatload of shares. Incredible $BMBL"
X Link 2025-04-09T14:22Z 32.9K followers, 103.7K engagements

"At todays share price a $76.8k position in Park Hotels and Resorts makes you the owner of exactly one of their 25k beautiful hotel rooms. Replacement cost per room was $792k before tariffs increased that even more. I made $PK a 10% position today"
X Link 2025-04-11T20:04Z 32.9K followers, 111.3K engagements

"Portfolio Update [----] Q1 Check out why I am (very) optimistic even in the face of macroeconomic chaos. Link in bio (free)"
X Link 2025-04-12T21:24Z 32.9K followers, 38.1K engagements

"Google Search and other revenue growth year over year: [----] Q4: +12.5% [----] Q1: +9.8% Could be nothing. Could be ChatGPT starting to bite. $GOOG"
X Link 2025-04-24T20:17Z 32.9K followers, 45.1K engagements

"1/14 Alibaba is mis-priced because the market still thinks e-commerce but the real story is its cloud arm. Think AWS in 2015only trading at a fraction of the parents value. Heres why Alibaba Cloud is the clearest near-term catalyst and the biggest long-term driver of $BABA"
X Link 2025-06-17T09:53Z 32.9K followers, 44.3K engagements

"Mr Market panic selling Novo Nordisk to 10x forward earnings is another one for the history books. $NVO $NVO Q2 Earnings Call My Notes I just listened through Novo Nordisks Q2 earnings call. As expected we didnt get much new info ahead of the CEO transition tomorrow but I still took some notes. International Operations Around 90% of people with obesity and diabetes live $NVO Q2 Earnings Call My Notes I just listened through Novo Nordisks Q2 earnings call. As expected we didnt get much new info ahead of the CEO transition tomorrow but I still took some notes. International Operations Around"
X Link 2025-08-06T19:11Z 32.9K followers, 36K engagements

"New write-up: Novo Nordisk: A wonderful company at a wonderful price Why I think we got the most important trigger for a sustainable reversal this morning. $NVO"
X Link 2025-08-07T14:04Z 32.9K followers, 30K engagements

"Alibaba Cloud growth accelerates from 18% to 26%. Triple-digit growth in AI-related product revenue 👀 $BABA"
X Link 2025-08-29T10:11Z 32.9K followers, 18.3K engagements

"Novo Nordisk making my Sunday 😎 $NVO"
X Link 2025-08-31T10:28Z 32.9K followers, 129.9K engagements

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