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@Wexboy_Value "#KR1 trades down while NAV goes 55p+: NAV: 100M/$135M NAV/Share: 56.7p Share Price: 39p P/B: XXXX Ever seen an upcoming #LSE listing #compound its NAV/intrinsic val per share +62% pa/8400%+ over 9+ yrs and still sell for a sub-0.7 P/B $KR1.L $KR1.AQ $KROEF $K4H.F"
X Link @Wexboy_Value 2025-10-07T04:15Z 9431 followers, 2106 engagements

"$BOL.PA $ODET.PA $UMG.AS $VIV.PA At 4.70/share.#Bollore now on a XX% FV discount"
X Link @Wexboy_Value 2025-09-19T18:36Z 9429 followers, 1461 engagements

"$MC.PA #LVMH #luxury:"
X Link @Wexboy_Value 2025-09-12T18:47Z 9431 followers, XXX engagements

"Sweet Jesus imagine pandering to this. .Kamala actually manages to be just as pathetic (& delusional) here as Hillary was post-Trump election beating"
X Link @Wexboy_Value 2025-10-15T16:01Z 9431 followers, XXX engagements

"This is Nick Roditis US-listed portfolio:"
X Link @Wexboy_Value 2025-04-17T19:28Z 9429 followers, 1700 engagements

"So $GOOGL is trading $250+ again & is just X% off its ATHs. And $AAPL is looking pretty much the same here"
X Link @Wexboy_Value 2025-10-15T15:35Z 9431 followers, XXX engagements

"The only thing dumber than thinking Christopher Columbus actually discovered America. .is nutters like this also blaming him for all the genocide & slavery"
X Link @Wexboy_Value 2025-10-13T18:43Z 9431 followers, 1069 engagements

"$DCC.L XX yrs later #DCC FINALLY abandons its venture capital/conglomerate roots & goes all-in on its Energy divisionHealthcare to be sold Technology options will be finalized in next XX mths & resulting cash returned to shareholdersstock up +15%:"
X Link @Wexboy_Value 2024-11-12T13:18Z 9433 followers, 2236 engagements

"$GL9.IR $TET.L ANY #Glanbia (0.75 P/S) acq'n is prob dilutive/value-destroying eg Flavor Producers (3.5+ P/S) a yr ago. .but THIS cd be their best opp ever to buy #Treatt on a XXXX P/S & #TET down (76)% vs. ATHs IF revenue/cost synergies cd work:"
X Link @Wexboy_Value 2025-04-06T15:16Z 9429 followers, 2411 engagements

"$1913.HK #Prada + Scarlett Johansson ="
X Link @Wexboy_Value 2025-09-17T04:17Z 9430 followers, 1113 engagements

"$NESN.SW $OR.PA Yes #Nestle def interesting - people thk of candy but real revenue drivers are coffee & petcare - as with most FMCG cos I dont like the 2.9x net debt multiple but sig. offset by its XX% stake in #LOreal:"
X Link @Wexboy_Value 2025-10-08T16:55Z 9432 followers, XXX engagements

"$DGE.L $RCO.PA $RI.PA $CPR.MI Beverage sector serves up cheap drinks for all:"
X Link @Wexboy_Value 2024-06-01T12:45Z 9431 followers, 1420 engagements

"$REC.L Great time to consider #Record now #REC's back at the 55p/share level. .passive/dynamic FX hedging biz AUM at a $108B ATH strong bal sht sticky recurring revenue EPS up 80%+ in the last X yrs XX P/E & an XXX% yield top X hldg for me:"
X Link @Wexboy_Value 2025-10-14T14:31Z 9431 followers, XXX engagements

"France contemplates the end of the Fifth Republic:"
X Link @Wexboy_Value 2025-10-14T19:37Z 9431 followers, XXX engagements

"OMG its a month later & Ive literally just realised the new iPhone XX ONLY comes in THREE (rather ugly) colours WTFs going on I just presumed $AAPL actually offered the usual wider/nicer selection of colours/styles"
X Link @Wexboy_Value 2025-10-10T21:58Z 9430 followers, XXX engagements

"@GC26sag $175/share tender was in June. #TFG last marked its stake at $425M as of end-Aug per $121+/share #RippleLabs private mkt price. New $250/share tender offer announced Sep. Private mkt price now $209+ so tht's $22M coming from the tender & $715M for #TFG's remaining stake"
X Link @Wexboy_Value 2025-10-08T18:26Z 9430 followers, XX engagements

"$DGE.L $RI.PA Hang on I thght we all agreed the liquor stock bear mkt was finally OVER. .so why are #Diageo sub-1750p & #PernodRicard sub-84.00 here leaving their stocks FLAT over the last 13/19 years respectively"
X Link @Wexboy_Value 2025-09-26T14:49Z 9433 followers, XXX engagements

"$ARB.L $ARBK The OG UK #crypto-stonk: Three wks after confirming shrhldrs will have 'their shares cancelled & extinguished' in a restructuring alternative to an insolvent bankruptcy. .#ARB muppets are STILL paying 3.5p+/$34M for the co's equity"
X Link @Wexboy_Value 2025-07-21T11:18Z 9433 followers, 2689 engagements

"Not to mention the Smarter Web ber-punter today who literally tried to argue these new #SWC warrants somehow meant y'day's placing. .was actually at a PREMIUM 🤣🤡"
X Link @Wexboy_Value 2025-10-07T17:24Z 9433 followers, XXX engagements

"$MGM Imagine paying good money for THIS. 👇😳"
X Link @Wexboy_Value 2025-09-03T15:50Z 9433 followers, XXX engagements

"$SWC $SWC.AQ $TSWCF Even Webleys claiming this wks instl placing was done at NO DISCOUNT if so I guess those new warrants are worthless so surely he can throw shrhldrs a few million to prove it after all #SWC alrdy has 106M wts o/s whats a few million MORE"
X Link @Wexboy_Value 2025-10-11T21:43Z 9431 followers, 1384 engagements

"$BN $BAM #Brookfield to acquire remaining XX% stake in #Oaktree that it doesnt currently own for $3B:"
X Link @Wexboy_Value 2025-10-13T15:30Z 9431 followers, XXX engagements

"$GL9.IR $TET.L I'll say it again surely this is a do-or-die opportunity for #Glanbia to acquire #Treatt. .and it wdn't even be dilutive at this point with #TET P/S multiple now on a 15%+ discount to Glanbia"
X Link @Wexboy_Value 2025-07-24T11:06Z 9429 followers, 2045 engagements

"$APO confirms the launch of Apollo Sports Capital with its managed funds having alrdy deployed $17B to date in the broader space:"
X Link @Wexboy_Value 2025-09-29T16:33Z 9433 followers, 1243 engagements

"fyi: It's easy to miss - 'cos the logos are so tiny - but on the #LSE website many co's post their social media a/c links on the top right of their quote page:"
X Link @Wexboy_Value 2025-10-03T13:34Z 9431 followers, XXX engagements

"$EXO.AS $RACE.MI $STLAM.MI $CNH $PHIA.AS 2024 #Exor Shareholder Letter from John Elkann:"
X Link @Wexboy_Value 2025-03-27T17:22Z 9433 followers, 1796 engagements

"$SWC $SWC.AQ $TSWCF $3M8.F #SWC dumps another (5)% & mNAV is (apparently) even more sub-1.00 now per #SWCs IR website 🤷♂ so cmon wheres the RNS confirming the ATM is canceled & theyre implementing a new share buyback programme 🧐🤡🤣"
X Link @Wexboy_Value 2025-10-15T12:58Z 9431 followers, XXX engagements

"Taking a look at the charts its hldgs suffered a huge reversal from Apr ($233M MtM)/May ($266M) to end-Jul ($173M). .but on avg/back-of-the-envelope they're MUCH higher now so it seems pretty conservative to assume a +$76M reval today (reverting to the avg Apr/May MtM)"
X Link @Wexboy_Value 2025-09-10T15:58Z 9432 followers, XXX engagements

"$GL9.IR Tirln sold a 6.8%/230M stake this wk at 13.55/share (a XXX% disct) with #Glanbia buying back/canceling 2.9%/7.4M of those shares. .Tirln retains an XX% stake in Glanbia"
X Link @Wexboy_Value 2025-10-03T16:20Z 9430 followers, XXX engagements

"$ARB.L $ARBK Talk abt snatching annihilation from the jaws of victory $BTC exploded from $7K to $119K since it IPOed but #ArgoBlockchain shareholders will NEVER see a single penny from the #Helios project or even their #ARB shares"
X Link @Wexboy_Value 2025-08-15T13:14Z 9431 followers, 1963 engagements

"$FWONK #McLaren CEO.teams are 'writing checks' to get into #F1:"
X Link @Wexboy_Value 2025-09-27T23:06Z 9432 followers, XXX engagements

"$BC.MI $RACE.MI #luxury I mean you coulda just been buying #Ferrari on a cheaper P/E multiple all along 🧐🤷♂"
X Link @Wexboy_Value 2025-09-25T21:03Z 9433 followers, XXX engagements

"In reality what $RELY is actually offering here is a $9.99/month subscription service to build a new recurring revenue stream"
X Link @Wexboy_Value 2025-09-23T15:42Z 9431 followers, 1172 engagements

"$TFG.AS $GLXY $8473.T 'Dormant' XX% #Fortress stake in #TFG still intriguing esp. now its $0.4B #RippleLabs stake is XX% (or XX% per last tender offer) of #TFG's heavily disctd mkt cap. .as I'm sure Novogratz (ex-Fortress*) & SBI Hldgs* are aware *Both ex-#SoftBank"
X Link @Wexboy_Value 2025-09-04T15:54Z 9431 followers, 1094 engagements

"Who knewZoomer body shame wd be the undoing of $LULU"
X Link @Wexboy_Value 2025-10-06T18:29Z 9429 followers, 1176 engagements