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@ulf_huse "Og der var stub'en igjen priset til negativ verdi 🧐 .som leverte i snitt 200m+ EBIT i 2018-2023 vs mcap p 750m"
@ulf_huse on X 2025-06-11 08:25:32 UTC 8694 followers, 14.8K engagements

"High occupancy observed in Dubrovnik $TUI PE6x 👀"
@ulf_huse on X 2025-07-21 11:13:58 UTC 8695 followers, 8927 engagements

"THYSSENKRUPP MARINE HAVE ROADSHOWS IN NEW YORK THIS WEEK. MIGHT BRING SOME NEW BUYERS IN TKA. THANK YOU FOR YOUR ATTENTION TO THIS MATTER $TKA $TKMS"
@ulf_huse on X 2025-07-07 14:08:34 UTC 8695 followers, 10.4K engagements

"Why is renault trading at XX% FCFY for 2025 $RNO"
@ulf_huse on X 2025-07-16 12:19:06 UTC 8696 followers, 8751 engagements

"Legger ved en liten update p sum of the parts i $NORTHM. Aksjen har knapt holdt tritt med utviklingen i eiendelene. Fremdeles P/NAV 035x (ish)"
@ulf_huse on X 2025-07-17 17:30:10 UTC 8695 followers, 9749 engagements

"Its time for a Thyssenkrupp thread. $TKA I have spent X weeks on the case and every time I take a deeper look I find a new part that covers the entire market capand with a net cash position at 2x market cap. This is a potential multibagger with a lot of triggers coming up"
@ulf_huse on X 2025-01-26 10:45:15 UTC 8695 followers, 390.9K engagements

"Visiting Berlin now for $HFG Capital markets day. Any fellow shareholders free for dinner tonight hmu😃"
@ulf_huse on X 2025-03-19 12:47:00 UTC 8694 followers, 27.4K engagements

"TKMS with first ever investor pres Spinoff possibly in Oct👀 Two notes: Pic1&2: Market to double: revenue from 21bn to 42bn Pic3&4: margins to double - XX% in reach 420m EBIT potentially 200m next year Peers trading at 24x fwd - X per sh"
@ulf_huse on X 2025-06-30 19:41:52 UTC 8693 followers, 15.1K engagements

"De store blir dyrere og konsentrasjons-risk er kt voldsomt for index eiere siste 20r som flge av at alle skal eie de samme selskapene Bare takke og bukke for mulighetene dette gir stock pickers Utfallsrommet ker ogs voldsomt men treffer man p caset s er oppsiden stor"
@ulf_huse on X 2025-02-28 07:16:00 UTC 8693 followers, 22.1K engagements

"Long $IFISH vs short $MOWI m vre rets alpha-trade"
@ulf_huse on X 2021-01-18 10:47:39 UTC 8689 followers, XX engagements

"European car companies are basically being given away for free"
@ulf_huse on X 2025-07-17 17:31:59 UTC 8695 followers, 12.3K engagements