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@DB_Silver_Fox "Researching the product the competition and the history of cognac: $RCO.PA; $MC.PA; $RI.PA"
@DB_Silver_Fox on X 2025-03-22 10:13:26 UTC XXX followers, 1487 engagements

"Too much negativity priced into $RCO.PA shares. Just a personal opinion. This is an unique product and a great company with a moat"
@DB_Silver_Fox on X 2025-07-04 18:30:55 UTC XXX followers, XXX engagements

"Bought some more $TFF.PA I was looking at $TFF.PA for a long time and and have initiated a position around 25-27 EUR. Now at these prices 18-19 euro per share I am going to increase the weight of this company. Knowledge is nothing without action . Ode to The Fallen Cask Once crowned among compounding kings A quiet lord of oaken rings TFF stood firm through storm and flame Its barrels etched with gilded name. The vintners came the whisky cried The market drank the charts complied. A steward strong with time its shield A fortress built on cask and yield. But whispers stirred through cellar air"
@DB_Silver_Fox on X 2025-07-23 13:41:19 UTC XXX followers, 1786 engagements

"As you know I am quite bullish on $RCO.PA from these levels. I think the long-term survival risk of the spirits and wine industry is highly overstated :) After the recovery of the finished goods products / branded products producers ($RCO.PA $RI.PA $DGE.L etc.) the recovery of the supply chain actors will develop (think of $ZV.MI $TFF.PA and alike) Spirits and wine industry is highly resilient rewarding industry for those who know how to make a good product. Overpaying for M&A is the biggest drawback I see. Wish you good luck 🦉🍀"
@DB_Silver_Fox on X 2025-07-07 13:13:32 UTC XXX followers, XXX engagements

"Spirits & Wine industry and the most important players in it"
@DB_Silver_Fox on X 2025-07-24 09:02:47 UTC XXX followers, XXX engagements

"Bought more $TFF.PA I have a significant exposure to the spirits industry. $RCO.PA close to XX% weight close to XX euro per share weighted average price. $TFF.PA close to XXX% weight with close to XX euro per share WAP. This is not an investment advice. Do you own due diligence"
@DB_Silver_Fox on X 2025-03-17 10:46:17 UTC XXX followers, XXX engagements