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@Tintincapital "@PeterDodds15 @Investy_ Actually. adding back in Full Year SBC and I am indeed at that 2025 AEBITDA forecast"
X Link @Tintincapital 2025-10-01T11:35Z 5888 followers, XXX engagements

"When I see a low P/E it's almost always due to one or more of the following: X. Fraud X. Dying business X. Low probability turn-around X. Extremely Illiquid nanocap X. Temporary over-earning X. Extreme revenue concentration X. Looming debt wall X. Looming disruption X. Burning cash XX. History of dilution XX. Polish Chinese Venture-listed shitco XX. Terrible capital allocation XX. Ill-timed capex XX. Heavy management turnover"
X Link @Tintincapital 2025-05-25T15:01Z 5888 followers, 158.7K engagements

"@WallStreetApes @highly_illiquid It's a free country and he's not bothering anyone. Who cares"
X Link @Tintincapital 2025-10-03T20:59Z 5888 followers, 4409 engagements

"8 figure idea. There are no asset allocation ETFs with munis. Clever marketing + first mover advantage. Sell to $ubs (they'll buy anything)"
X Link @Tintincapital 2025-10-02T21:31Z 5886 followers, 2048 engagements

"Added Diageo (again) this morning. Yes yes I know. People are drinking less. But they're also drinking better. This is what separates alcohol from cigarettes: Smokers rarely 'trade up' for more premium cigs. Cigarettes are a commodity like light beer. Diageo has X labels that earn $X Billion per year. Few Spirits companies are better positioned for premiumization"
X Link @Tintincapital 2025-09-24T15:48Z 5885 followers, 6295 engagements

"YTD/Q2: +40% Long: $lulu $se $4527.T $nu $adyey $wmmvy $dlo $sofw.ta $axp $6622.T $lacomer.mx $grab $nsrgy $sugr.v $wat.ax Cash: -X% No Hedges"
X Link @Tintincapital 2025-06-30T20:22Z 5887 followers, 56.5K engagements

"$adyen popping this morning on seemingly no news. Perhaps the payments industry is finally ready to end it's arbitrary slump. (Don't @ me about stablecoins.) The most levered precarious companies usually lead the way out. (Hello $wln.pa) Might see $four up bigly today. I have a position though I'm still researching. Ultimately $four wasn't being uniquely punished. The entire industry was"
X Link @Tintincapital 2025-10-02T13:07Z 5886 followers, 3665 engagements

"Me once again looking at UK listed stocks after getting priced out of US/EU"
X Link @Tintincapital 2025-07-14T22:59Z 5888 followers, 3369 engagements

"On thin ice as a generalist but. $unp and $nsc will merge to create an efficient East-West rail line. Customers will now deal with just one company for west-east rail freight. Everybody wins $csx and BNSF are likely to merge to compete. Buffett has cash and would want that deal. Regulators would like it too as it prevents a monopoly from UNP/NSC. That leaves $cni and $cp. $cp has Mexican near-shoring as a tailwind at least. $cni will be the 3rd/4th alternative to the mega mergers above. A customer in Boston will need to negotiate freight from two carriers- one of which will offer a deal to"
X Link @Tintincapital 2025-08-20T10:31Z 5885 followers, 3235 engagements

"When an asset bubble pops it doesn't necessarily take people by surprise. Most know it's a bubble but invest anyway. They think they're Soros when they are actually Newton. Consider this excellent quote from 'Irrational Exuberance' by @RobertJShiller:"
X Link @Tintincapital 2025-10-15T00:56Z 5885 followers, 6148 engagements

"7 Interesting defensive names that are both down YTD and yet green today (a rare combo): ELF cosmetics: $elf Ingles Grocery/Land Trust: $imkta Alimentation Couche Tard: $atd.to Ulta cosmetics $ulta Kraft Heinz: $khc Karat Packaging $krt OTC Markets $otcm"
X Link @Tintincapital 2025-04-21T18:57Z 5885 followers, 4191 engagements

"My take is that gov shutdown will end with no bipartisan agreement on enhanced subsidies. They will be renewed after a vote sometime in November (though with some minor limitations). Either I'm wrong or Health Insurance stocks aren't pricing this in. $cnc $moh"
X Link @Tintincapital 2025-10-04T16:50Z 5886 followers, 2191 engagements

"Teleperformance: My thesis is simple: XX% of revenue is from service calls. If a customer is upset you don't risk making things worse by referring them to a computer. Not Yet. Will go long $tep.pa via $tlpfy at the open. You are all invited to my funeral"
X Link @Tintincapital 2024-03-12T09:47Z 5884 followers, 4598 engagements

"@GabGrowth My ranking from best to less best based upon current valuation and long term prospects: X. $intr X. $nu X. Tie- $meli $se X. $dlo X. $grab"
X Link @Tintincapital 2025-09-30T12:51Z 5883 followers, 1359 engagements

"Gold is at RSI XX $tlt is breaking out $dxy at support Consumer Staples $gis $cag $cpb are yielding 5%+ Crude in the 50's Stonks near ATHs. ----- Forget the current tariffs or any other battage du jour for a moment. How do you explain all of this"
X Link @Tintincapital 2025-10-13T12:19Z 5885 followers, 4666 engagements

"I've added $cpb and $gis to the port in recent days. Also put the brakes on via a small ever-crowded $arkk short. Purpose is to beef up my low beta stuff and hedge the higher beta stuff. Plus CPG valuations look extremely attractive right now"
X Link @Tintincapital 2025-10-15T11:20Z 5885 followers, 1071 engagements

"If $arkk closes above $XXX this week then I'll short it out of spite"
X Link @Tintincapital 2025-10-06T17:35Z 5886 followers, 3341 engagements

"Sure it has a ton more upside. But not interested in owning long term. Not much of a trader- don't have stomach for it. For that reason I'm out. Cashed out $cnc calls for XXX% gain stock for XX% gain. And $elv for a XX% gain"
X Link @Tintincapital 2025-10-02T19:38Z 5885 followers, 9154 engagements

"Finally getting around to reading up on $odd. Very interesting 🧐"
X Link @Tintincapital 2025-08-17T11:20Z 5886 followers, 3286 engagements

"Interesting news from Teleperformance $tep.pa Founder Chairman and CEO Daniel Julien will be XX in X months and has laid out succession plans. They're bringing back Majorel CEO and new Chairman will be owner of Private Equity co Saham (already owns X% of TEP via Majorel)"
X Link @Tintincapital 2024-08-29T09:19Z 5884 followers, 9851 engagements

"Bought some $gld puts. Couldn't help myself"
X Link @Tintincapital 2025-10-14T20:36Z 5885 followers, 3388 engagements

"@taobanker Totally. The days of these low yield debt issuances were the glory days. $deo and $ri.pa issues X% coupon bonds in 2019. Some Japanese company issued a XX yr bond for like X% in 2021 😅"
X Link @Tintincapital 2025-10-04T14:01Z 5886 followers, XXX engagements

"@optionsly I like $intr but $nu is amongst the most efficient banks on earth with an efficacy ratio of 28%. You can actually get super high ROE unlike other banks. $nu is way ahead in scale and network effects from what I have gathered. The best play may be to own both"
X Link @Tintincapital 2025-08-29T03:20Z 5883 followers, XXX engagements

"Of course. And the engines are made in the US. Honeywell (American company) is a key Tier X supplier) But the really challenging stuff- aka avionics/ flight control etc- are performed by French teams. Honestly it's more of a design issue rather than a build quality issue. So we need to bring them over whoever they are"
X Link @Tintincapital 2025-10-07T17:41Z 5886 followers, XXX engagements

"See yall in November. I'm going in. Cover to Cover. $adp.pa"
X Link @Tintincapital 2025-10-06T11:44Z 5886 followers, 2883 engagements

"@SteigerwaldValu Seems logical but I just can't bring myself to touch mining companies. For every potential catalyst (that occurs 1/20 years) there are XX potential black-swan ball-busting thesis breakers 😂"
X Link @Tintincapital 2025-10-15T11:43Z 5885 followers, XXX engagements

"@ReturnsJourney Pricemart $psmt Pluxee Belfuse $belfb Unicharm $8113.T Obayashi $1802.T I think I could come up with a lot of these after some though"
X Link @Tintincapital 2025-08-27T18:14Z 5885 followers, 1401 engagements

"YTD/Q3: +42.73% Long: $se $cnc + calls $4527.T $nu $dlo $nesn.sw $sofw.ta $adyey $6622.T $wmmvy $axp $elv $glasf $grab $lacomer.mx $alhgr.pa $sugr.v $wat.ax $ptlo (leaps) Cash: -XX% No Hedges"
X Link @Tintincapital 2025-09-30T20:05Z 5885 followers, 19.4K engagements