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@timothym1ai "We have sold out of Korea Electric Power $KEP for a XX% gain and Nexans $NEX.PA for XX% gain. $KEP likely has more to run but we've found more interesting opportunities where we believe the asymmetry is higher. Stay tuned"
X Link @timothym1ai 2025-08-24T12:12Z XXX followers, XXX engagements

"@EquityBrian The quoted figures are wrong. JD Health is already consolidated in the financialsso it's being double counted. This was a poor analysis that unfortunately gained traction. Side note: we are bullish JD but we don't like misleading metrics"
X Link @timothym1ai 2025-09-27T15:43Z XXX followers, XXX engagements