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@eftegarie "$MRX Marex looks cheap here at $XX. Marex is a market maker and clearing house. They also help farmers airlines etc with hedging commodity prices. There was a short report on it but the allegations seem nitpicky. Im still undecided"
X Link @eftegarie 2025-09-30T16:09Z 1237 followers, 1087 engagements

"$DOCS.L Dr Martens the iconic shoe brand looks cheap here with a XX% FCF yield. I wish it landed on my radar during the tariff lows in April shares already ran up XX% since"
X Link @eftegarie 2025-07-25T08:01Z 1238 followers, XXX engagements

"My weird flex is that I have never paid a capital gains tax in my life. The perks of being a Dutch citizen"
X Link @eftegarie 2025-10-13T08:35Z 1237 followers, XXX engagements

"$RPD Rapid7 an American cybersecurity company was unprofitable for over a decade. Now they're finally at the inflection point of printing money. They just posted earnings per share of $XXXX. I'm a lazy and Low IQ person. Let's just take this number and annualize it (x4). We get $XXXX earnings per share per year. $RPD's stock price is $XXXXX but we'll round it to $XX to keep things simple. This would imply a Forward PE ratio of XXXX. Very cheap for an American cybersecurity firm that gets very stable revenue streams. Please tell me what I'm missing I know growth has slowed down a lot and"
X Link @eftegarie 2025-08-08T00:14Z 1238 followers, 1322 engagements

"@finphysnerd Reminds me of $DNP.WA Dino Polska a Polish discounter"
X Link @eftegarie 2025-10-08T09:13Z 1238 followers, XXX engagements

"Im looking into $CWAN Clearwater. Really cool company trading for cheap"
X Link @eftegarie 2025-08-13T02:25Z 1238 followers, 2870 engagements

"@devineni6 Heres $TGT Target. It got a Strong Buy rating with XX% upside. If anyone wants the full report which contains many pages just DM me your email"
X Link @eftegarie 2025-10-14T03:51Z 1238 followers, XX engagements

"lmfao at this $MRX Marex trader threatening the counterparty to beat his ass 😭😭😭"
X Link @eftegarie 2025-10-08T23:55Z 1238 followers, XXX engagements

"@Luce_On_TSLA Their competition is other popular remittance services in developing countries. But $RELY Remitly has an excellent network allowing locals to cash out payments in ways they want that other services dont offer"
X Link @eftegarie 2025-09-21T16:02Z 1238 followers, XXX engagements

"$EPD Enterprise Products Partners received a Strong Buy recommendation from ValuationBot with a fair share price of $XX in the base case scenario for XX% upside potential. If anyone wants the full report which contains many pages just DM me your email"
X Link @eftegarie 2025-10-14T22:13Z 1238 followers, XXX engagements

"Wild mispricing: X. $JD owns XX% of $6618 JD Health a $XX billion spin-off. X. JDs stake in JD Health alone is worth $19B today. X. JD also has $30B in cash (60% of its market cap). X. In other words: Their cash + JD Health stake alone are worth roughly JDs market cap. The rest is free. The market is pricing $X for JDs core business 🤡. Crazy"
X Link @eftegarie 2025-09-25T08:32Z 1238 followers, 212.6K engagements

"@Breadcrumb_Cap $UMG.AS Universal Music Group got a Sell rating with XX% downside potential in the base case scenario. Ouch"
X Link @eftegarie 2025-10-14T22:11Z 1238 followers, XX engagements

"@freephoenix18 A few cheap stocks I really like: $KSPI Kaspi $RNG RingCentral $RELY Remitly $GCT GigaCloud $JD JD"
X Link @eftegarie 2025-09-29T18:46Z 1238 followers, XXX engagements

"Revenue per employee: $HIMS $1.2M $BMBL $850K $GCT $770K $KSPI $635K $RNG $570K $ZETA $530K $RELY $522K"
X Link @eftegarie 2025-08-13T21:18Z 1237 followers, XXX engagements

"Which cheap stock do you think is a great buy here"
X Link @eftegarie 2025-10-15T09:15Z 1238 followers, XXX engagements

"Recommendation: Buy $DOCN DigitalOcean for $2956. The business: DigitalOcean is an American web hosting company. They make money by renting out slices of their servers to businesses and individuals myself included. I'm a longtime happy customer. People choose DigitalOcean because they're affordable and their servers are easy to set up. Their interface and documentation are also great. This combo earned them a loyal fan base among startups and indie developers. Now moving on to the stock. Thesis: After years of losses $DOCN recently turned profitable and it now trades at only XX LTM PE and 15x"
X Link @eftegarie 2025-08-12T13:04Z 1238 followers, 3231 engagements

"Recommendation: Buy $OGN Organon shares for $XXXX. The company: Organon is a womens healthcare company that spun out of $MRK Merck & Co in 2021. Nexplanon is their top product its the little arm implant that prevents pregnancy and accounts for XX% of revenues. But Organon is diversified and their portfolio consists of 70+ medicines & products including creams for people with skin problems and pills for cholesterol bone-health etc. Valuation: At just 3x earnings and over XX% FCF yield its INSANELY cheap. But the big elephant in the room is their debt. Merck loaded Organon with debt before they"
X Link @eftegarie 2025-07-16T16:57Z 1238 followers, 3762 engagements

"$RNG RingCentral declined X% for no apparent reason. So I just sold my $RNG shares as they inched closer to my avg cost basis and replaced them with cheap calls instead. Call options give me similar upside exposure for a fraction of the capital"
X Link @eftegarie 2025-09-30T20:13Z 1238 followers, XXX engagements

"Recommendation: Buy $RPD Rapid7 Inc for $XXXXX Rapid7 is an American cybersecurity firm with a market cap of $1.3B. They make money by selling subscriptions to big clients like hospitals banks and Fortune XXX companies that need protection for their computers. Rapid7 serves over 11000 customers many of whom signed multi-year contracts. For Rapid7s software to work well it must get deeply integrated into the clients systems which makes it costly and disruptive for them to switch. In other words Rapid7 has its clients by the balls. This business model generates steady and predictable revenues."
X Link @eftegarie 2025-09-24T19:18Z 1238 followers, XXX engagements

"$TGT Target looks cheap at 10x earnings. I ran it through ValuationBot which gave gave the stock a Strong Buy recommendation with an estimated value of $XXX per share for XX% upside in the base case scenario. If you want the full report for free just DM me your email"
X Link @eftegarie 2025-10-06T11:02Z 1238 followers, 3388 engagements

"Met up with my good friend @AJButton2 over a meal we discussed: - chinese stocks like $BABA $JD $PDD - trump crashing the markets - random gossip about our mutuals - and then we browsed around the supermarket like a gay couple and made fun of the weird fish they were selling"
X Link @eftegarie 2025-10-11T12:34Z 1238 followers, 1998 engagements

"@sighyam I dont know who you are but if youre in Bangkok we should meet and the coffee is on me 💯"
X Link @eftegarie 2025-10-12T15:59Z 1238 followers, XXX engagements

"I just ran $CHA Chagee through ValuationBot. The result is insane: the fair share price is $XXX (Rmb975). Thats XXX% upside from here. Chagee is criminally undervalued at these prices. I can share the full report with anyone just DM me your email"
X Link @eftegarie 2025-09-18T17:48Z 1238 followers, 1943 engagements

"$RELY Remitly recently became profitable. Heres their FCF per share (TTM). Remitly will keep growing and print much more money in the future. $RELY is a strong candidate to become a multibagger"
X Link @eftegarie 2025-09-21T14:47Z 1238 followers, 2194 engagements

"$VIRT Virtu Financial is a market maker that gains from volatility and disorder. During the COVID crash $VIRT shares quickly jumped XX% and continued to go up until they'd roughly doubled in price. They report earnings tomorrow. #antifragile"
X Link @eftegarie 2025-07-29T18:43Z 1238 followers, XXX engagements

"@TJTheWheelDeal $NVO Novo Nordisk $GCT GigaCloud $BMBL Bumble $KSPI Kaspi to name a few. all potential doubles from here"
X Link @eftegarie 2025-10-13T12:22Z 1237 followers, XXX engagements

"Jake Paul is getting trolled to death by AI generated videos"
X Link @eftegarie 2025-10-12T18:09Z 1238 followers, 1145 engagements

"My conservative asset allocation which I call The Persian Portfolio has returned over XX% YTD. It consists of MSCI World (50%) Gold (25%) and Long Term Treasuries (25%) rebalanced yearly. Easy does it. $VT $IAU $TLT"
X Link @eftegarie 2025-10-06T03:06Z 1238 followers, XXX engagements

"I have over XXX ValuationBot credits. If you reply to me with an interesting stock ticker I will run it and share the result for free. ValuationBot researches a company in depth crunches years of financials and then calculates its fair share price"
X Link @eftegarie 2025-10-14T03:16Z 1238 followers, XXX engagements

"$CHA Chagee trades at 10x earnings and a free cash flow yield of 11%. In the last two years revenues DOUBLED. Insanely cheap for a premium growth story"
X Link @eftegarie 2025-09-12T20:32Z 1239 followers, 1382 engagements

"@100baggerhunt Im long $DLO and $RELY. Two great companies"
X Link @eftegarie 2025-10-10T08:53Z 1237 followers, XXX engagements

"@HatedMoats Novo has the cash and expertise to fix this Correct. Long $NVO"
X Link @eftegarie 2025-10-14T22:52Z 1238 followers, XXX engagements

"@GoldShimmy @finphysnerd Are you holding #ESEA here The forward P/E ratio for 2026 and 2027 is also around X 4x. If its widely known that theres a glut coming it should be higher. But this estimate is from a very limited nr of analysts so could easily be off"
X Link @eftegarie 2025-09-08T15:59Z 1238 followers, XX engagements

"@joecarlsonshow $RPD Rapid7 an American cybersecurity firm with stable and growing revenues from enterprise contracts trading at 10x NTM P/E"
X Link @eftegarie 2025-08-30T08:19Z 1238 followers, XXX engagements

"$RPD Rapid7 is an American cybersecurity firm. They get subscription revenues from enterprise customers (nice). Think hospitals banks governments etc. Yet $RPD shares are trading at only 10x forward P/E and a XX% FCF yield. What am I missing here"
X Link @eftegarie 2025-09-01T14:11Z 1238 followers, XXX engagements

"@itsjacksworld I should have settled in Buenos Aires instead of Bangkok"
X Link @eftegarie 2025-10-15T04:10Z 1238 followers, XX engagements

"$LULU Lululemon did some field research today exploring their Bangkok store. It had XX customers inside. Prices for this brand are absurdly high. $XXX for mens shorts. $XXX for a thin long sleeve. But hip people love it"
X Link @eftegarie 2025-10-02T11:14Z 1239 followers, 10.6K engagements

"@DividendGrowth @CDInewsletter Well explained"
X Link @eftegarie 2025-10-10T07:49Z 1239 followers, XX engagements

"$RPD Rapid7 is a small $1.3B cybersecurity firm. Ten years ago shares traded at $XX. Since then revenues have increased by XX times yet the stock is still lower at $20/share. Yes there was massive dilution; shares outstanding have more than doubled since then. And they've been deeply unprofitable and burning cash for most of that time. But that's now changing. Rapid7 is now posting profits and the forward PE is 'only' 11x. Their FCF yield is 12%. I considered buying some long-duration call options but calls on this name are expensive which tells us many expect the stock to go up. What do you"
X Link @eftegarie 2025-08-03T05:46Z 1238 followers, 1234 engagements

"Tinder parent $MTCH Match Group announces bid on rival $BMBL Bumble for $XX per share pending regulatory approval"
X Link @eftegarie 2025-10-10T10:39Z 1238 followers, XXX engagements

"Long $RELY Remitly"
X Link @eftegarie 2025-08-10T23:38Z 1238 followers, 1148 engagements

"Recommendation: Buy $ASO Academy Sports and Outdoors for $XXXXX The business: Academy is a small $3.5B American retail chain founded in 1938. They sell outdoor stuff. Think clothes fishing and hunting gear backpacks bicycles etc. Today they operate XXX stores in XX US states mostly in the south. And they plan to increase their store base by XX% over time. Thesis: $ASO shares are cheap. The stock trades at 9x fwd earnings and a XXX% FCF yield. This thing prints cash which they mainly use to buy back shares. They've reduced their share count by XX% over the last year alone. And -XX% since 2021."
X Link @eftegarie 2025-07-30T06:40Z 1238 followers, XXX engagements

"$NNDM Nano Dimension is a $380M company that produces industrial-grade 3D printing machines for complex stuff like printing circuit boards. It sits on a huge cash pile and trades below its net asset value. Thanks to @shravanrayhaan for tipping me on this"
X Link @eftegarie 2025-10-09T08:49Z 1238 followers, 3639 engagements

"New long dated options just dropped for $RELY Remitly with expiry dates in Jan 2027 (489d) and Jan 2028 (860d). I think these expiries just went live as there is no price data on it yet (weekend). But if the price is right Ill cop some calls"
X Link @eftegarie 2025-09-14T00:00Z 1237 followers, XXX engagements

"I'm happy to see $RPD Rapid7 decline X% today after earnings. Why Because I've never bought their shares. If it declines further I will reconsider. I love how stable their revenue flows are. No cyclicality. I wanna see it dump further until I buy"
X Link @eftegarie 2025-08-08T19:17Z 1237 followers, XXX engagements

"$DOCN DigitalOcean is up XX% since this recommendation barely two months ago 👇🏽"
X Link @eftegarie 2025-10-09T17:44Z 1238 followers, XXX engagements

"$ASO Academy Sports is still crazy cheap and totally slept on. They massively reduced their shares outstanding with a whopping -XXX% CAGR since Q2 of 2021 😳. This is a buyback monster"
X Link @eftegarie 2025-10-11T12:36Z 1238 followers, XXX engagements