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@East72Dynasty "@East72Dynasty Monthly NTA sheet for May 2024. Given our A$ base currency well X% headwind in the month. $CAT.AX $AVAP.L $CFR.SW were significant positive contributors"
X Link @East72Dynasty 2024-06-03T23:53Z 3110 followers, 2359 engagements

"$VIRT a mammoth result in a conducive environment to lessen the blow of not hearing one of our favourite CEO's Doug Cifu on the late night (for us) earnings call in future. The shares have been a slow burn as folks struggled to grasp the nature of profitability and attributed (in our view) too low a multiple to it. We are excited for its future development in rapidly changing markets and it remains a Top X position at 9x P/E in @East72Dynasty $VIRT is a beacon of capital management practice having bought back XX% of its shares in 4.5years at a current P/E well below 6x"
X Link @East72Dynasty 2025-07-30T13:27Z 3111 followers, 1533 engagements

"East XX Dynasty Trust June 2023 Quarterly Report #2. A significant XX page feature on $BOL.PA Bollor - its history and satellite companies $UMG.PA $VIV.PA and the amazing $ODET.PA"
X Link @East72Dynasty 2023-07-05T23:36Z 3110 followers, 21K engagements

"$MMB.PA nice numbers in Q3 for Lagardre. we also have travel retail exposure to $AVOL.SW"
X Link @East72Dynasty 2024-10-17T22:33Z 3110 followers, 1624 engagements

"$BOL.PA The Bollor bids for Cambodge Moncey & Artois are ruled non compliant by the AMF regulatory body. This whole exercise has been so poor & mean spirited but could be classed a tactical error rather than strategic. Lets hope they learn from it"
X Link @East72Dynasty 2025-04-17T21:57Z 3110 followers, 4860 engagements

"$HAL.AS $VPK.AS AVTL IPO successfully away yesterday at Rp235 a share"
X Link @East72Dynasty 2025-06-03T12:23Z 3110 followers, 1127 engagements

"Our Quarterly Report to XX June 2025 was made public this morning featuring CK Hutchison ($0001.HK) ten years after its formation from Cheung Kong & Hutchison Whampoa. After a poor decade for shareholders beneficial change appears on the horizon"
X Link @East72Dynasty 2025-07-09T01:21Z 3110 followers, 6551 engagements

"For the many of you who took in the presentation on $HAL.AS from the Weird Shit Investing conference in HK in June I hope you picked up last night's spectacular half-year results. Here's the front page - Boskalis certainly delivering at present plus uplifts in the value f investments"
X Link @East72Dynasty 2025-08-29T13:57Z 3110 followers, 2245 engagements

"We hold $HAL.AS in Dynasty Trust and wrote it up in detail last September. BTW $VPK.AS accounts are difficult.as this announcement shows.but highlights the treasure trove nature of the vd Vorm's master company"
X Link @East72Dynasty 2025-05-25T06:00Z 3110 followers, 3157 engagements

"@East72Dynasty $EXO.AS $BOL.PA $UHR.SW and the definitional value trap $MANU in our Quarterly Report to XX September"
X Link @East72Dynasty 2025-10-05T23:35Z 3110 followers, XXX engagements