@PhilippHaas_ir Avatar @PhilippHaas_ir Philipp Haas - investresearch

Philipp Haas - investresearch posts on X about ai, und, $tzoo, stocks the most. They currently have [-----] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

Mentions: [--] #

Mentions Line Chart

Followers: [-----] #

Followers Line Chart

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks 32.26% finance 24.73% countries 15.05% technology brands 11.83% cryptocurrencies 6.45% currencies 4.3% social networks 2.15% vc firms 1.08% automotive brands 1.08% us election 1.08%

Social topic influence ai 5.38%, und 5.38%, $tzoo 4.3%, stocks 4.3%, $intr 4.3%, $tpg 4.3%, strong 3.23%, ein 3.23%, $pypl 3.23%, ipo 3.23%

Top accounts mentioned or mentioned by @stwboerse @valueinvest12 @oracleofireland @thelonghappy @renesellmann @libertashh @remouherek @strslkchn @evfcfaddict @daviddiranko @investroiss @geldhoch2 @citronresearch @michaelfrazis @fabianhn87 @rrhoover @gspier @billackman @nerioxman @rzitelmann

Top assets mentioned Interlay (INTR) TPG Inc. (TPG) PayPal Holdings Inc (PYPL) Kaspi.kz Joint Stock Company (KSPI) Paycom Software Inc (PAYC) Bumble Inc. (BMBL) PagSeguro Digital Ltd. (PAGS) Angi Inc. Class A Common Stock (ANGI) ODDITY Tech Ltd (ODD) Pinterest, Inc. (PINS) Kyivstar Group Ltd. Common Shares (KYIV) Walmart, Inc. (WMT) Amazon.com, Inc. (AMZN) NuCypher (NU) GROW Token (GROW) Tesla, Inc. (TSLA) Plug Power, Inc. (PLUG) AMC Entertainment Holdings, Inc. (AMC) NVIDIA Corp. (NVDA) Broadcom, Inc. (AVGO) Bitcoin (BTC) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"Would be the ultimate irony: America loses its (software) hegemony because of AI: AI democratizes coding/software value shifts back to user/distribution layer while Mag7 morph from high-margin platforms into capex-heavy utilities what pops the US market ETF bubble"
X Link 2026-02-05T20:14Z [----] followers, [----] engagements

"Oddity Tech : When Your Wifes Makeup Routine Meets Cutting-Edge AI An Undervalued Growth Story $ODD https://open.substack.com/pub/investresearch/p/oddity-tech-when-your-wifes-makeupr=1jl2fw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/investresearch/p/oddity-tech-when-your-wifes-makeupr=1jl2fw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-11T07:42Z [----] followers, [---] engagements

"Teamviewer $TMV.DE is not a growth company anymore and shows where SaaS could be trading at. However at [--] times earnings lot is priced in and when the management would change the stock could double fast.More https://investresearch.substack.com/p/saas-at-5x-earnings-teamviewers-rocky https://investresearch.substack.com/p/saas-at-5x-earnings-teamviewers-rocky"
X Link 2026-02-10T14:49Z [----] followers, [---] engagements

"$PINS Pinterest a buy now Why the stock is not so cheap as it seams but also lot of negativity is priced in. More here: https://substack.com/home/post/p-187891553 https://substack.com/home/post/p-187891553"
X Link 2026-02-13T19:26Z [----] followers, [---] engagements

"Maybe German military capacity is really slowly awaking Today we are at the first German-Ukrainian joint venture which is already producing drones for the Ukrainian Army. Today I received the first jointly made attack drone. We saw the production line and the first flight of the drone. This is modern Ukrainian technology. https://t.co/cGeXBOXkYw Today we are at the first German-Ukrainian joint venture which is already producing drones for the Ukrainian Army. Today I received the first jointly made attack drone. We saw the production line and the first flight of the drone. This is modern"
X Link 2026-02-13T20:00Z [----] followers, [---] engagements

"$ADYEN got thrown out with the market bathwater after a 20% drop on a modest guidance miss but the fundamentals remain strong: 21% revenue growth 53% EBITDA margins a unified global payments platform Could this be a rare long-term buy opportunity More here: https://investresearch.substack.com/p/adyen-the-hidden-gem-emerging-from https://investresearch.substack.com/p/adyen-the-hidden-gem-emerging-from"
X Link 2026-02-14T16:22Z [----] followers, [----] engagements

"How Kyivstar $KYIV is Building Ukraines Digital Future and would benefit from peace as only US listed Ucraine pure play https://open.substack.com/pub/investresearch/p/how-kyivstar-kyiv-is-building-ukrainesr=1jl2fw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/investresearch/p/how-kyivstar-kyiv-is-building-ukrainesr=1jl2fw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-02-15T12:49Z [----] followers, [---] engagements

"🚀 Kinnevik ($KINV B) is an European VC trading at a 34% discount to NAV (89 SEK vs [---] SEK)cash-rich & primed for startup rebound Here's why I'm bullish: Portfolio gems like TravelPerk growing 50% YoY core holdings +35% revenue 46% upside to NAV + 10-15% IRR from exits = 20-30% annual potential Cheaper Euro talent + policy tailwinds US froth DYOR https://twitter.com/i/web/status/1983153537665106373 https://twitter.com/i/web/status/1983153537665106373"
X Link 2025-10-28T12:47Z [----] followers, [----] engagements

"Meine These zu $TZOO auch gut zusammengefasst und m.E. eine spannende Aktie fr [----]. Dazu kommt noch ein mglicher Januareffekt nach Tax Loss Selling und Window Dressing Travelzoo ($TZOO) and why the market may be mispricing it: It is not a broken travel business. Its an asset-light media + marketplace platform transitioning to a subscription model. The stock is priced as if the business is structurally impaired. Thats the mistake. 1/N Travelzoo ($TZOO) and why the market may be mispricing it: It is not a broken travel business. Its an asset-light media + marketplace platform transitioning to"
X Link 2026-01-05T12:42Z [----] followers, [----] engagements

"@value_invest12 Yeah on real earnings most US SaaS companies are still not attractive although slowly getting there like $PAYC In Japan you find attractive SaaS stocks and in Europe $TMV.DE shows how cheap a stock can become"
X Link 2026-01-23T09:57Z [----] followers, [---] engagements

"Travelzoo ($TZOO) seriously mispriced Debt-free $65M mcap trades at 5x forward earnings. Core biz cyclical pivoting hard to high-margin subscriptions (Travelzoo Club now 16% of rev growing fast). Accounting mismatch: CAC expensed upfront revenue deferred margins look ugly now but flywheel is spinning. Huge upside if sub model scales. Thoughts 📈 #valueinvesting #travelstocks https://twitter.com/i/web/status/2016864206566424896 https://twitter.com/i/web/status/2016864206566424896"
X Link 2026-01-29T13:21Z [----] followers, [---] engagements

"Is $TIGR the cheapest broker stock on the planet 📈 Mobile-first brokerage crushing it: 30% revenue CAGR margins exploding to 20-25% trading at low-teens P/E while growing EPS 30%/yr. There could be 50%+ annual upside to [----]. Asymmetric setup. Read: https://investresearch.substack.com/p/up-fintech-holding-tigr-the-cheapest https://investresearch.substack.com/p/up-fintech-holding-tigr-the-cheapest"
X Link 2026-01-30T07:17Z [----] followers, [----] engagements

"🚀 [--] Stocks to Watch February [----] (Investresearch) [--] On the Beach asset-light travel growth cheap valuation [--] TBC Bank banking growth in Georgia & Uzbekistan [--] Steico takeover potential via Kingspan [--] Wix AI + no-code heavy buybacks undervalued [--] Pluxee deep-value spin-off with 1bn+ cash ⚠ No investment advice 📊 Balanced mix of growth value & special situations https://twitter.com/i/web/status/2018234025890979973 https://twitter.com/i/web/status/2018234025890979973"
X Link 2026-02-02T08:04Z [----] followers, [----] engagements

"$BMBL Bumble trades at 4x [----] earnings. There is some debt but the brand value is there and verified and trusted users are worth sth When the return to growth stock should rerate. More un sbstack: https://investresearch.substack.com/p/bumble-inc-bmbl-a-value-trap-or-the https://investresearch.substack.com/p/bumble-inc-bmbl-a-value-trap-or-the"
X Link 2026-02-03T13:23Z [----] followers, [----] engagements

"The 'SaaS is dead' narrative due to the AI threat is somewhat understandable and will certainly hit a few companies but applying it to classifieds marketplaces is one of the dumbest narratives I've heardespecially since the leading platforms are using AI themselves and own the data. https://twitter.com/i/web/status/2019098108177621432 https://twitter.com/i/web/status/2019098108177621432"
X Link 2026-02-04T17:17Z [----] followers, [----] engagements

"Also a thing I couldnt imagine would be possible: Walmart $WMT ist trading at [--] times earnings 2026e while Amazon $AMZN is at under [--] now.at Paypal $PYPL at [--]. The stock market in 2026"
X Link 2026-02-05T16:30Z [----] followers, [----] engagements

"For me one of the best opportunities to invest in Latin America in a +25% growth but 10-11 PE Ratio Company is Inter&CO $INTR the leading Neobank after $NU. Super App and US expansion could be further catalysts More here: https://investresearch.substack.com/p/inter-and-co-nasdaq-intr-a-deep-dive https://investresearch.substack.com/p/inter-and-co-nasdaq-intr-a-deep-dive"
X Link 2026-02-06T10:50Z [----] followers, [----] engagements

"@stwboerse Sbc a real costs otherwise companies like atlassian would be a no brainer buy"
X Link 2026-02-07T12:26Z [----] followers, [---] engagements

"$grow Want exposure to Revolut and Europes top-tier VC portfolio at a discount Molten Ventures is the key. 🚀 Get the full breakdown here: https://investresearch.substack.com/p/like-to-invest-in-revolut-with-discount https://investresearch.substack.com/p/like-to-invest-in-revolut-with-discount"
X Link 2026-02-09T10:30Z [----] followers, [---] engagements

"@stwboerse Ja meine Frau arbeitet auch in dem Sektor im Sales und es luft eigentlich super. Auch etwas Neues ein Crash den man nicht in den Zahlen sieht"
X Link 2026-02-11T16:09Z [----] followers, [----] engagements

"One of the best low-risk ways to play a potential recovery in Ukraine ProCredit Bank ($PCZ). As a German-regulated lender deeply rooted in the region they are poised to manage a significant share of reconstruction loans. Trading well below BV a return to peace could be the ultimate catalyst to rerate the stock to book value and more. More on Sstack: https://investresearch.substack.com/p/procredit-holding-a-hidden-gem-banking https://investresearch.substack.com/p/procredit-holding-a-hidden-gem-banking"
X Link 2026-02-05T09:32Z [----] followers, [----] engagements

"@libertas_HH Entwicklungshilfe Brokratie und Sozialstaat"
X Link 2026-02-12T10:03Z [----] followers, [----] engagements

"Paycom ($PAYC) isnt expensive tech its mispriced tech at 11x forward real earnings High margins recurring revenue strong FCF When expectations reset cheap quality wins. More on Sbtack here: https://investresearch.substack.com/p/the-hidden-gem-in-payroll-why-paycomutm_source=publication-search https://investresearch.substack.com/p/the-hidden-gem-in-payroll-why-paycomutm_source=publication-search"
X Link 2026-02-12T13:13Z [----] followers, [---] engagements

"M&A ALERT: Bain Capital launches takeover for Inforich ($9338) with an MBO offer at 4560/sharea massive 117% premium: 📈 Revenue: 14.4B (+35% YoY) Board backs the deal. Big exit for the ChargeSPOT operator. Small position for Haas invest4 innovation fund"
X Link 2026-02-16T10:54Z [----] followers, [----] engagements

"Kurzes Update zu #Tesla #TSLA mit @remouherek https://youtu.be/J6dBxQ-8dk8 https://youtu.be/J6dBxQ-8dk8"
X Link 2022-11-30T13:02Z [----] followers, [--] engagements

"@OracleofIreland Sth has to happen with expedia. Maybe a MBO From the pure numbers maybe the cheapest western internet company no advice"
X Link 2023-10-05T19:04Z [----] followers, [----] engagements

"@OracleofIreland Or the founders with the cash from the dividend. They took cash off the table at the IPO and should have the money for it. New management team should be close to them"
X Link 2023-10-06T08:56Z [----] followers, [--] engagements

"@Strslkchn Because"
X Link 2023-10-24T08:24Z [----] followers, [---] engagements

"Darum hat Paypal #pypl heute gedreht. Gutes Interview mit dem neues CEO auf CNN"
X Link 2024-01-17T20:24Z [----] followers, [--] engagements

"Das Kursziel von -94% von vor [--] Jahren bei Plug Power $PLUG war wohl noch zu konservativ:"
X Link 2024-01-18T15:11Z [----] followers, [---] engagements

"@evfcfaddict @DavidDiranko @InvestRoiss I did also a video on them some time ago"
X Link 2024-02-13T07:35Z [----] followers, [----] engagements

"Vielleicht ist es langsam ein grsseres Risiko kein China und vor allem USA ber ETFs zu haben This may be the most important chart you see all week all month and all year. US equities are topping at the exact same time that Chinese equities have bottomed. The HSI is also showing signs of reversing now which I cover closely and publicly here. This does not need to be https://t.co/70AqwGaU7k This may be the most important chart you see all week all month and all year. US equities are topping at the exact same time that Chinese equities have bottomed. The HSI is also showing signs of reversing"
X Link 2024-02-26T23:49Z [----] followers, [----] engagements

"@geldhoch2 Naja bis [----] gab es schon eine und davor war es auch "kommunistisch""
X Link 2024-02-27T08:19Z [----] followers, [--] engagements

"In den USA fllt die 6% Provisionspflicht beim Immobilienkauf. Wird den Markt wohl strker verndern. Negativ fr Makler und auch Immobilienportale wie $ZG Positiv fr Immobilienkufer und auch Hypothekenanbieter/Vergleiche wie $Tree oder $NRDS + $RKT - Sonst noch Ideen"
X Link 2024-03-15T22:46Z [----] followers, [--] engagements

"@CitronResearch Have a look at $Zepp is more comparable to $GRMN and even cheaper"
X Link 2024-04-24T14:57Z [----] followers, [---] engagements

"Eigentlich ist es einer der grten Skandale der BRD dass eine Entscheidung die zur Abwanderung der Industrie die den Strom fr alle teurer macht und zu mehr CO2 Ausstssen fhrt gegen Expertenmeinung und Volksmeinung von einer Sekte manipulativ durchgesetzt wird"
X Link 2024-04-25T08:15Z [----] followers, [--] engagements

"@TheLongHappy Best ideas"
X Link 2024-04-26T12:07Z [----] followers, [---] engagements

"@michaelfrazis Market could be huge in some years and stock has hype potential as a green hightech ai defense stock"
X Link 2024-05-08T07:44Z [----] followers, [---] engagements

"$GME vorbrslich 48% im Plus weil ein Twitter Account eine Meme postet"
X Link 2024-05-13T13:22Z [----] followers, [--] engagements

"Lang&Schwarz $LUS mit guten Q1 Zahlen von [---] EPS bei einem Aktienkurs von [--] Euro. Profitiert von mehr Handelsaktivitt (Auch bei Meme Aktien wie $GME und $AMC) und auch steigenden Zinsen. Q2 sollte auch gut laufen - (Keine Beratung bin investiert)"
X Link 2024-05-17T10:42Z [----] followers, [--] engagements

"@FabianHN87 N Zinsen sind schon ein Faktor z.B Cashquote bei Wikifolio das macht bei der Market Cap schon was aus"
X Link 2024-05-17T11:11Z [----] followers, [--] engagements

"$NVDA Nvdia ist soviel wert wie der Dax. Ist das gerechtfertigt Mal schauen wie die Brse am Widerstand auf die Zahlen reagiert. Die zyklische Komponente und eigene Chips der Hyperscaler werden m. E unterschtzt"
X Link 2024-05-22T18:35Z [----] followers, [--] engagements

"@rrhoover The platform group in Germany $tpg"
X Link 2024-05-28T17:17Z [----] followers, [---] engagements

"@GSpier @BillAckman @NeriOxman Yeah me too. Seychelles are better"
X Link 2024-06-02T23:10Z [----] followers, [---] engagements

"@stwboerse Das was ich gesehen habe ist nett aber auch nicht bahnbrechend (Email Fehler Korrektur in [----] individuelle Emojis.). Und ja eigentlich schwach dass man das nicht selber hinbekommt"
X Link 2024-06-11T15:25Z [----] followers, [--] engagements

"@RZitelmann Wir sollten in Deutschland mehr Milei wagen"
X Link 2024-06-21T10:46Z [----] followers, [--] engagements

"@stwboerse Ja die fallhhe im Nasdaq ist auch wegen ETF Schwemme extrem hoch. Sich auch mal Bewertungen von Firmen wie Costco Broadcom oder Cintas anschauen.das kauft man beim ETF alles mit. Hat lange gut funktioniert muss aber nicht fr die Zukunft so sein"
X Link 2024-07-25T07:52Z [----] followers, [--] engagements

"@focusonline Das sind sichere Herkunftslnder Danke Grne"
X Link 2024-07-26T09:20Z [----] followers, [--] engagements

"Das interessante an diesem Crash/Korrektur ist dass der USD schwcher wird. Das liegt am Auflsen des Yen Carry Trades d.h. viele Investoren waren Short im Yen und haben damit Nasdaq ETF und Bitcoin etc. gekauft was jetzt um die Ohren fliegt. Nebenwerte werden noch attraktiver"
X Link 2024-08-05T14:20Z [----] followers, [--] engagements

"So schlimm dass sogar nun China Tech zum Safe haven wird"
X Link 2024-08-05T19:12Z [----] followers, [---] engagements

"@JonNeuscheler Ja $BKNG war m.E. immer eigentlich besser und gnstiger"
X Link 2024-08-07T12:59Z [----] followers, [--] engagements

"Ganz guter zusammenfassedner Artikel zur Platform Group mit Video $TPG https://www.sharedeals.de/the-platform-group-warum-die-aktie-wohl-bald-jeder-kennt/utm_source=FN&utm_medium=rss&utm_campaign=the-platform-group-warum-die-aktie-wohl-bald-jeder-kennt https://www.sharedeals.de/the-platform-group-warum-die-aktie-wohl-bald-jeder-kennt/utm_source=FN&utm_medium=rss&utm_campaign=the-platform-group-warum-die-aktie-wohl-bald-jeder-kennt"
X Link 2024-09-09T09:21Z [----] followers, [---] engagements

"Die wahrscheinlich beste Aktie der letzten 10-20 Jahre - jetzt noch interessant Constellation Software $CSU.TO"
X Link 2024-09-13T11:55Z [----] followers, [--] engagements

"The Platform Group $TPG erhht Guidance fr [--] und [--] erneut: https://corporate.the-platform-group.com/news/the-platform-group-ag-the-platform-group-raises-sales-and-earnings-forecast-for-2024/7fc132a3-89e5-43a6-89de-be952424472b/ https://corporate.the-platform-group.com/news/the-platform-group-ag-the-platform-group-raises-sales-and-earnings-forecast-for-2024/7fc132a3-89e5-43a6-89de-be952424472b/"
X Link 2024-09-27T10:24Z [----] followers, [---] engagements

"Wer hat noch Ideen von Aktien die bei einem Trump Wahlsieg profitieren wrden $Tsla und $Hood wegen Nhe des Management zu Trump z.B"
X Link 2024-10-09T07:46Z [----] followers, [--] engagements

"Kontron ist als IOT Wachstumsplay nun mit einstelligen KGV bewertet. In meinem aktuellen CEO Interview Video mit Hannes Niederhauser kann man sich einen ganz guten berblick verschaffen.(Link in Bio)"
X Link 2024-10-12T11:21Z [----] followers, [--] engagements

"@ToffCap Why not playing it through Heliad with a discount and an upcoming Raisin IPO as a catalyst"
X Link 2024-10-16T13:43Z [----] followers, [---] engagements

"@stwboerse Was wir bisher sehen und nutzen sind Modelle wie ChatGPT die Mehrwert bieten aber die Zahlungsbereitschaft ist auch begrenzt. Privatkunden sind gewohnt alles umsonst zu bekommen und der Unterschied zwischen den Modellen ist berschaubar. Habe zb Grok bei Twitter Premium dabei"
X Link 2024-10-18T13:21Z [----] followers, [--] engagements

"Anhand der Zahlen von $BKNG $Meta und $GooGl kann man einmal mehr sagen. Die Weltwirtschaft "is doing fine" selbst Europa. Es ist vor allem ein deutsches Problem was einerseits strukturell ist (Automotive) aber auch an einer wirtschaftsfeindlichen Politik liegt"
X Link 2024-10-31T08:17Z [----] followers, [----] engagements

"EIL: Scholz entlsst Lindner Ende der Ampelkolation Bichen viel Politik fr einen Tag.;) Was passiert jetzt Neuwahlen - Groko Bahamas Jamaika Schwarz/Gelbe oder Rot/Grn Minderheit Mal schauen was die deutschen Nebenwerte morgen draus machen"
X Link 2024-11-06T19:58Z [----] followers, [---] engagements

"Es ist vorbei. Schon vor dem Fall von Homs. Mal schauen was jetzt kommt. Breaking: Officially confirmed Bashar al-#Assad left #Syria with his family. Breaking: Officially confirmed Bashar al-#Assad left #Syria with his family"
X Link 2024-12-06T17:38Z [----] followers, [----] engagements

"@ClarkSquareCap Have a look at $tpg the platform group. They own fashionette and are already profitable and are coming now to the US"
X Link 2025-01-16T16:56Z [----] followers, [---] engagements

"@ReturnsJourney Risk is lower than [--] years ago when they were trading at [--] times earnings and low interest ratewith those prices a lot is priced in"
X Link 2025-01-22T21:39Z [----] followers, [--] engagements

"@VladBastion Have a look at $intr"
X Link 2025-02-25T09:12Z [----] followers, [---] engagements

"@value_invest12 Well but their core business was not under real threat in the past"
X Link 2025-03-31T14:36Z [----] followers, [---] engagements

"@rev_cap $INTR $KSPI $PAGS $STNE; $HSBK VEF AB VNV Global All single digit PE Ratio with double digit growth or 60% Discount to NAV"
X Link 2025-04-11T12:58Z [----] followers, [----] engagements

"@goldoilstonks @alexeliasson With Interactive Brokers - or with the Haas invest4 innovation fund ;)"
X Link 2025-07-01T16:09Z [----] followers, [--] engagements

"@TheLongHappy Have a look at $tigr"
X Link 2025-09-19T10:01Z [----] followers, [---] engagements

"Das wre wirklich mal was Gutes German Chancellor Merz calls for single European stock exchange https://t.co/62NGSaeXfG German Chancellor Merz calls for single European stock exchange https://t.co/62NGSaeXfG"
X Link 2025-10-16T20:15Z [----] followers, [----] engagements

"$GFG should start an strategic review and set itself up for sale For a PE or strategic investor the value should be much higher (no advice) When I look at the $WISH deal I can't help but thinking about Global Fashion Group $GFG and its huge amount of NOLs. https://t.co/7J8krXiiGX Anyone knows Cannell Capital Compared to Wish GFG Is also a much better business with [--] of the [--] businesses that have been quite https://t.co/dqZ8uDxGtg When I look at the $WISH deal I can't help but thinking about Global Fashion Group $GFG and its huge amount of NOLs. https://t.co/7J8krXiiGX Anyone knows Cannell"
X Link 2024-03-08T13:15Z [----] followers, [----] engagements

"@jevgenijs Well $intr is at single digits and grows similar"
X Link 2024-12-24T08:19Z [----] followers, [----] engagements

"@long_equity The platform group $tpg yoc"
X Link 2025-02-15T12:13Z [----] followers, [---] engagements

"@aktieblogg Also have a look at platform group $tpg its a german company and no country risk"
X Link 2025-07-15T17:39Z [----] followers, [----] engagements

"A hidden Italian software gem: SYS-DAT a serial acquirer in vertical software similar to Constellation Software or Topicus. 💻 Focused on niche B2B tools (ERP AI Cybersecurity Cloud) 🏢 Buying small software firms improving + integrating them 💰 Valuation: 20x PE EV/Sales [---] 67% organic growth 📈 Potential compounder with [--] founder families still in charge Not hype but steady profitable under-the-radar. Could SYS-DAT become Italys Constellation Software ✨ #Investing #Stocks #SYS_DAT #Software #Acquisitions #Fintech (Video in bio🎥)"
X Link 2025-10-26T14:42Z [----] followers, [----] engagements

"🚀 (KSPI): The Super App Crushing It in Emerging Markets Kazakhstan's Tencent-like ecosystem: 15M users 69% daily engagement 50% margins. Q2 rev +16% to $2B NI +7%. Trading at 7.6x P/Ebargain vs. peers Turkey expansion via Hepsiburada unlocks 100M consumers. Quality compounder with moat. $KSPI http://Kaspi.kz http://Kaspi.kz http://Kaspi.kz http://Kaspi.kz"
X Link 2025-10-27T12:07Z [----] followers, [----] engagements

"Big news PayPal partners with OpenAI to become the first payments wallet in ChatGPT. 💳 Instantly pay track orders & enjoy buyer protectionall without leaving the chat. Conversational commerce is here Congrats was not part of my Investment Case #ChatGPT #PYPL #AI #FinTech"
X Link 2025-10-28T10:46Z [----] followers, [---] engagements

"🚀 [--] Interesting Stocks for November [----] From to to a global mix of growth value & dividends 💸 [--] Sixt ($SIX3) Premium car rental goes global 🌎 (USA expansion 5% yield) [--] PagSeguro ($PAGS) Payment + small biz banking [--] Atlassian ($TEAM) SaaS titan still innovating 🤖 [--] ($KSPI ) The super app of Central Asia [--] Vitec Software ($VIT) Scandinavian software roll-up powerhouse http://Kaspi.kz http://Kaspi.kz"
X Link 2025-10-30T13:03Z [----] followers, [----] engagements

"🚨 $FI (Fiserv) down 40% after guidance cut & management shake-up. Still strong cash flow + buybacks but $26B debt is heavy. If growth returns this could be a classic turnaround play. Not broken just bruised"
X Link 2025-11-09T15:30Z [----] followers, [----] engagements

"@Mike10947310 Primoco $PRIU.PR - They build drones which are used in Ukraine and have a possible partnership with Rheinmetall. Already profitable and growing nicely. However listed in Czech Republic"
X Link 2026-01-08T15:58Z [----] followers, [----] engagements

"Is X a fraud I never signed up to Premium+ and the Downgrade of the plan doesnt work. @TwitterDE"
X Link 2026-01-15T13:44Z [----] followers, [---] engagements

"Aus aktuellem Anla: Die [--] Besonderheiten meines Aktienfonds im Video vorgestellt: https://www.youtube.com/watchv=VebRpDMPA-A https://www.youtube.com/watchv=VebRpDMPA-A"
X Link 2023-04-14T08:12Z [----] followers, 14K engagements

"Profile Systems & Software $PROF knnte nach den bernahmen von $EPSIL und Entersoft ein nchster interessanter griechischer Softwareplay sein. Fokus Finanzen und faire Bewertung bei gutem defensivem Wachstum. /keine Beratung+ bin investiert"
X Link 2025-07-03T10:58Z [----] followers, [---] engagements

"Now even US stocks get cheap and interesting especially small caps like Bumble $Bmbl Travelzoo $TZOO Angi $ANGI but also Paypal $PYPL"
X Link 2025-11-18T15:28Z [----] followers, [----] engagements

"$Angi baut [---] Stellen ab. Aktie reagiert positiv da auch schon davor gnstig und ein normaler Handwerkermarkt nicht schlecht fr die Firma ist. Nutze MyHammer auch ab und zu was zum Konzern gehrt"
X Link 2026-01-08T15:53Z [----] followers, [----] engagements

"$KHC is down 80% from its peak. It was supposed to be the ultimate Buffett "compounder." Instead it became a cautionary tale. 🚩 Even with the best backing you can't ignore: Structural growth Valuation The long term eventually prices everything. 🧵"
X Link 2026-01-21T19:15Z [----] followers, [----] engagements

"CSG's blockbuster IPO debut is impressiveshares up 30% today after pricing at 25B valuation. But it looks richly priced in this hot defence rally. Meanwhile fellow Czech player Primoco UAV ($PRIUA.PR) trades at a fraction of that multiplewith pure drone focus and stronger long-term growth potential in ISR/UAS. Worth a closer look. 🚁📈 #Defence #Drones #CzechStocks" https://twitter.com/i/web/status/2014674121519415414 https://twitter.com/i/web/status/2014674121519415414"
X Link 2026-01-23T12:18Z [----] followers, [---] engagements

"$meta is a zero because everybody will vibe code his own social network"
X Link 2026-01-24T17:31Z [----] followers, [----] engagements

"@memyselfandi006 Nice but 50% discount you get also at listed vc s who are working for not against the shareholder"
X Link 2026-01-27T11:07Z [----] followers, [---] engagements

"Sometimes it is that simple. There are/were also some quant funds in it. Was definitely too expensive at [--] USD but now. They did real USD EPS with the old model in [----]. With the subscription it should be more (129 2026e = PE/ Ration below [--] for an US Stock ). Brand and emails also worth sth. https://twitter.com/i/web/status/2016198059890233440 https://twitter.com/i/web/status/2016198059890233440"
X Link 2026-01-27T17:14Z [----] followers, [--] engagements

"Here you find more info to $TZOO: https://investresearch.substack.com/p/travelzoo-tzoo-at-5-times-earnings https://investresearch.substack.com/p/travelzoo-tzoo-at-5-times-earnings"
X Link 2026-01-29T13:21Z [----] followers, [---] engagements

"Discover this French hidden gem: STIF leader in explosion protection for Battery Energy Storage Systems (BESS) With grids shifting to solar/wind + EVs BESS demand is booming to stabilize energy. Safety is non-negotiable: thermal runaway risks require certified vents & panels. STIF's VIGILEX systems deliver passive mission-critical protection for containers from Tesla BYD CATL Sungrow Fluence & more. BESS now 46% of revenue [----] results crushed targets: 90.5M revenue (+48% YoY) BESS segment 41.4M (+41%). Fresh CATL deals Texas plant expansion and innovations solidify global leadership in this"
X Link 2026-01-30T10:06Z [----] followers, [---] engagements

"Der investresearch Aktien Adventskalender startet: Heute mit Tomra Systems $TOM.OL: https://youtu.be/37SVHvVlPmc https://youtu.be/37SVHvVlPmc"
X Link 2023-12-01T13:45Z [----] followers, [---] engagements

"Exploring Trainline Stock: A Compelling Opportunity in Europes Rail Booking Market https://open.substack.com/pub/investresearch/p/exploring-trainline-stock-a-compellingr=1jl2fw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/investresearch/p/exploring-trainline-stock-a-compellingr=1jl2fw&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2026-01-29T12:48Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing