[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@patient_capital "TGV Partners Fund thinks Fuchs SE $FPE.DE is undervalued. Shares of the world's largest independent lubricant manufacturer have de-rated from 20x net earnings to 12x for the common shares (the preferred shares trade at a premium). Full pitch here: @memyselfandi006 has also written about Fuchs in September 2024 (Fuchs SE A Hidden Champion Greased for Growth after a XX year consolidation phase) here:"
X Link @patient_capital 2025-02-12T16:17Z 3672 followers, 2962 engagements

"TGV Partners Fund thinks FILA Holdings $081660.KS is significantly undervalued. Many investors know the brand and associate it with the tennis world of the 80s but few have followed FILA's transformation into a South Korean success story and its entry into the golfing business. At the end of the 1980s Yoon Soo (Gene) Yoon convinced FILA to move its shoe production to South Korea. He was later tasked with building FILAs local retail presence and became the company's highest paid employee. Following a MBO in 2007 Gene Yoon became FILA's largest shareholder and together with his family owns 36%"
X Link @patient_capital 2024-07-18T13:30Z 3672 followers, 6877 engagements

"In 2001 Tencent was near insolvency after burning through IDG & PCCW funding. Dot-com meltdown froze follow-up financing. Yahoo passed to buy it. Enter David Wallerstein who invested $32M for $NPN at $60m valuation. $PROSY still holds XX% worth $127B (4000x IRR 40%+)"
X Link @patient_capital 2025-04-18T11:20Z 3672 followers, 2058 engagements