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@nmarathe_rtc "$SNAP should change its ticker to $SBC. It is long overdue ()/"
X Link @nmarathe_rtc 2025-08-05T20:42Z XXX followers, XXX engagements

"$HFG.DE (HelloFresh) is great example of a situation where the baby the bathwater and the bathtub (;) have all been kicked to the curb-side. While path of least resistance for the stock is still down for now one cannot bottom tick it. Long and willing buyer of dips from here"
X Link @nmarathe_rtc 2024-05-17T16:01Z XXX followers, XXX engagements

"$HFG.DE Capital Markets Day was so good. Dankeschn to Daniel and the IR team for putting it together so well. While all the speakers were great I gotta say Dominik is off the charts impressive in terms of how insightful he is⚡ Onwards 👊@HelloFresh @ulf_huse"
X Link @nmarathe_rtc 2025-03-20T16:21Z XXX followers, 1310 engagements

"Weve spent a lot of time on $CMRC seems like an excellent opportunity and quite asymmetric. Trades cheap at 1x EV/S for a XX% gross margin business with a cleanish balance sheet and no cash burn. aEBITDAm% is now at X% with SBC being X% of revs (not a big issue) (1/10)"
X Link @nmarathe_rtc 2025-10-03T16:43Z XXX followers, 11.7K engagements