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@ValueIsaac2002
"Publishing a concise report on a very attractive opportunity in the next few days. Was a hot topic XX months ago but sentiment has faded as the stock drifted lower despite: Very stable & resilient business XX% upside to a very conservative NAV XX% FCF yield"
X Link @ValueIsaac2002 2025-10-16T08:12Z 1749 followers, 4362 engagements
"I just published my research report on $DR.to (Link in bio) a former FinTwit darling thats been flying under the radar lately. Its trading at a XX% FCF yield offers +71% upside to NAV and is buying back shares like theres no tomorrow"
X Link @ValueIsaac2002 2025-10-17T13:35Z 1750 followers, 13.7K engagements
"$ITECH.ST - Quick thoughts on Q3FY25 Revenue: X% / +10% ex-FX Gross Margin: XX% (up from 53%) EBIT: 11M SEK (+17% YoY) -Macro backdrop for shipping stays negative though sentiment improved after summer especially in tankers"
X Link @ValueIsaac2002 2025-10-17T07:43Z 1750 followers, 1654 engagements
"- YTD XX% volume decline for new ship production - Strategic uncertainty remains around geopolitics & decarbonization - Customers: CMP +18% YTD strong growth from others too: PPG +116% Jotun +113% Kansai Paint +113%"
X Link @ValueIsaac2002 2025-10-17T07:43Z 1750 followers, XXX engagements
"$SUP.L - Acquisition of SlimFast UK & EU Unaudited (FY ending XX Dec 2024): Revenues: XXXX million Adjusted gross profit: XXX million Gross margin: XX % Total consideration: XXXX million Includes XXX million of deferred consideration payable in XX months"
X Link @ValueIsaac2002 2025-10-20T09:39Z 1750 followers, 7807 engagements