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@abroninvestor Avatar @abroninvestor Andrew Brown Dynastic Investor ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ

Andrew Brown Dynastic Investor ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ posts on X about $aptax, $exoas, debt, $virt the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance XXXX% stocks XXXX% automotive brands XXXX% luxury brands XXXX% countries XXX% exchanges XXXX% travel destinations XXXX%

Social topic influence $aptax #39, $exoas #4, debt #1459, $virt #20, $race #1248, $halas #1, iveco #66, the only 0.38%, $wtcax #10, $mqgax #5

Top accounts mentioned or mentioned by @east72dynasty @ignore89039500 @specsitscapmgmt @ausbiztv @foxcastlehold @downundervalue @nrossett @financialreview @galumay @equitymates @claudedwalker @adegranvilliers @east72holdings @puppyeh1 @jjs24jjs @88888saccount @rodneyforrest00 @rothetob @reignots @michaelgielkens

Top assets mentioned Virtu Financial, Inc. Class A (VIRT) Ferrari N.V. (RACE) Carlyle Group, Inc. (CG) Affirm Holdings, Inc. Class A Common Stock (AFRM) KKR & Co, Inc. (KKR) Western Midstream Partners, LP. (WES) Carlisle Companies, Inc. (CSL) Fair Isaac, Corp. (FICO) MANCHESTER UNITED PLC (MANU) Morgan Stanley (MS) Brown-Forman Corporation Class B (BF.B) CNH INDUSTRIAL N.V. (CNH) Carvana Co. (CVNA) Cisco Systems Inc (CSCO)

Top Social Posts #

Top posts by engagements in the last XX hours

"re $EXO.AS some of the GROTESQUE (and lazy) mis-reporting on the proposed Lady Rothschild divestment of her stake in @TheEconomist - looking at you @business and @Reuters and as for these @axios ๐Ÿคก๐Ÿคก- She owns XX% of ONE CLASS of shares not XX% of the business. That class of shares has strong voting rights but her stake has a XXXX% ECONOMIC interest in the business which IS worth 650million. Based on what Exor paid for their equivalent 1.26million "B" shares in 2015 (59.5m or XXXXX a share) she might get 12million ish (YES TWELVE) which is all really for the voting rights) not the crazy"
X Link @abroninvestor 2025-10-09T23:40Z 7365 followers, 1423 engagements

"Is $MFG.AX now the Deterra $DRR.AX of financial services"
X Link @abroninvestor 2025-02-20T01:20Z 7366 followers, 1516 engagements

"Sorry for the late reply. Bear case is that they haven't grown like the unlisted competition and everyone knows a lot about them as the only listed US player in liquidity provision. Only one listed peer $FLOW.AS and analsysts don't cover $VIRT that well (its a sort of competitor). Perception of excessively volatile earnings. All listed players in the adjacent inter dealer broker space are low P/E stocks - perception of blow-ups. $VIRT bought Knight Capital after it exploded on a single day. I have a core holding in the shares and will put up with volatility. Eventually I believe the company"
X Link @abroninvestor 2025-09-25T22:00Z 7369 followers, XXX engagements

"$AFRM now down to XX being XX% above IPO (49) but way off the opening day XX. Rerating of $APT.AX & $SZL.AX listing on NASDAQ now not so obvious. Or have investors twigged that BNPL is competitive & CACLTV at present"
X Link @abroninvestor 2021-05-05T19:56Z 7365 followers, XX engagements

"$WTC.AX more accounting chicanery. $75m of capitalised software. EV/"proper CFbased EBITDA" = 80.1x FY21 ($8.7m of rent down the bottom as well). This stock is just a well orchestrated short squeeze"
X Link @abroninvestor 2021-08-24T23:31Z 7365 followers, XX engagements

"1/n In all the congratulatory media regarding $APT.AX I hope someone analyses this morning's results properly. The last six months suggest why the boys want to sell. Every metric is going the wrong way in H2 FY21. Lower fees (3%) bad debt costs (1.1% sales cf X% last X halves)"
X Link @abroninvestor 2021-08-24T23:15Z 7367 followers, XX engagements

"@longhorncapital has stumbled on what should be $WES.AX next growth vertical. Here's a clue - the family paid 19x EV/EBITDA to buy the stake back. $MQG.AX $CG and $KKR were amongst the debt financiers"
X Link @abroninvestor 2025-08-21T02:07Z 7365 followers, XXX engagements

"@MrJPL No worries. Needed to be done (even pre $RACE)"
X Link @abroninvestor 2025-10-13T05:13Z 7366 followers, XXX engagements

"@ignore89039500 When you analyse the $WES.AX acquisition of $CML.AX ( yes the old stock code) one of the poorest but least critiqued acquisitions in Australian history"
X Link @abroninvestor 2023-08-22T11:26Z 7369 followers, XXX engagements

"Just about conquered one of the great intellectual challenges set by mad German scientists engineers & mathematicians: deconsolidate $VOW.DE A lot of hidden away related party disclosures but what's a few billion between friends. Panadol time"
X Link @abroninvestor 2023-03-15T01:43Z 7365 followers, XXX engagements

"Assume somebody got given a trillion dollar "growth" mandate to fill by 4.10pm today. GAAP. $KGN.AX +8.8%; $APT.AX +6.3% $EML.AX +6.3%; $RBL.AX +6.1% - or did somebody have extra wine at lunch"
X Link @abroninvestor 2020-08-14T06:31Z 7366 followers, XX engagements

"@ignore89039500 Not sure how easy it is to get rid of $MFG.AX The fact Formica started advertising the fact MFG was the only way to invest in BJ suggests there had been resisted overtures by the Greed Factory to extract them in favour of a more compatible partner/"cooler model""
X Link @abroninvestor 2025-04-23T22:50Z 7365 followers, XXX engagements

"Some of the unwind of the passive madness in Australia's equity market has been very pronounced over the course of 2025. Some of that was accompanied by "it's a great company forget the price set and forget". The $FICO idea if you will. You've seen $CSL yesterday and a few others. One of Australia's best managed best culture businesses reports Monday but is currently trapped in deep cyclical (structural) headwinds in its two key markets and the shares have HALVED in the past 11months. Why because when you pay 26x EV/peak EBITA (for the time being) for a plumbing distributor and EBITA is now"
X Link @abroninvestor 2025-08-19T23:58Z 7366 followers, 2804 engagements

"1/n No recommendations just pointers. Two stocks where you can buy identical or similar LISTED things at major discounts to the UNLISTED counterpart. $MGF.AX The obvious which many are doing. Magellan Global Fund closed units at a XXXX% discount to NAV"
X Link @abroninvestor 2022-10-25T01:34Z 7365 followers, XX engagements

"With the $SOL.AX $BKW.AX cross shareholding shortly to be laid to rest I had reason to revisit Jagot J 2017 judgement against $PPT.AX minority oppression case with its lengthy exposition of the lead up to the X December 2011 Souls AGM. One of the great AGM's as this correspondent to the @FinancialReview opined"
X Link @abroninvestor 2025-06-14T00:56Z 7365 followers, 1052 engagements

"@JeffWeniger Mid 30's multiples (except $CG) of business value (Cap - NTA) to FRE plus hefty % of either fee earnings fum or total fum. Just hit an air pocket where any issues (hello private credit delinquencies) will compound"
X Link @abroninvestor 2025-10-08T21:31Z 7366 followers, 4075 engagements

"We've hear this stuff from Chanticleer about nasty offshore short sellers before. Didn't work out too well. Same arguments on $WTC.AX basically. Yeah sorry low blow but you think Tony would learn"
X Link @abroninvestor 2019-10-22T03:40Z 7365 followers, XX engagements

"The @East72Dynasty quarterly report to September is now out. Comments on $BOL.PA a lengthy piece on $EXO.AS and a more optimistic take on $UHR.SW plus the very definition of a value trap: $MANU"
X Link @abroninvestor 2025-10-05T23:39Z 7366 followers, 5780 engagements

"$HAL.AS $VPK.AS Pending IPO of Aegis Terminal in India. VPK owns XXXX% falling to 42.1%. Will value residual holding at 1112million cf VPK market cap of 4.6billion but VPK taking no equity off table it appears. You have to delve very deep in VPK annual report to find a mention. Carrying value of JV/associate is miniscule. $HAL.AS own XX% of VPK. VPK P/E 13x. Acknowledge its financial engineering but allied to more transparent disclosure in HAL annual report maybe the "international men of mystery" are getting a message"
X Link @abroninvestor 2025-05-25T04:54Z 7366 followers, 4996 engagements

"@daanwwillemsen @East72Dynasty Arguably it hates Exor even more as when we devalue these it STILL trades at over a XX % discount with low costs & substantially a see through listed portfolio"
X Link @abroninvestor 2025-10-09T07:10Z 7366 followers, XXX engagements

"Your list of stuff to short"
X Link @abroninvestor 2025-10-13T05:12Z 7366 followers, 1090 engagements

"$VIV.PA thread why is it so interesting but how reliant on football rights is it In 2024 investors hope - but not guaranteed - that the "controllers" (define how you like but probably has the surname "Bollor") - start to clean up the structure in an appropriate fashion. 1/7"
X Link @abroninvestor 2023-12-05T05:50Z 7364 followers, 8975 engagements

"$APT.AX advancing at a rate of $3m per word in the Morgan Stanley X pager (5 of compliance well spaced X of "research")"
X Link @abroninvestor 2020-08-25T01:28Z 7365 followers, XX engagements

"If there was a more singularly useless earnings call in recent times than $GQG.AX - NOT because of the company - but the "I'm a sell side analyst and I have to show I'm on the call by asking a stupid question" I must have missed it. Half an hour of my day on Q&A I won't get back. The folks at the company must bang their heads against a wall off camera. Shares are at a fascinating juncture but of course the IPO in 2021 was excessively priced (to the benefit of $PAC.AX) FUM doubled since shares are lower as "proper" P/E adjusting out performance fees has halved. Value trap or great opportunity"
X Link @abroninvestor 2025-08-22T01:04Z 7365 followers, 2504 engagements

"That's only Penfolds David. The rest is a bit "meh". The usual H2 weighting issue (prep for another downgrade). On my numbers TWE trades in line with $DGE.L and $BF.B but ahead of $RI.PA (as it should). I can see why the board think shares are cheap but wonder (open question) if they have an inflated view of the value of their premium portfolio. The whole sector is down XX% in 12months (28-39% for the majors). Something about this company tells me it's your Dad's stock (business) not yours. More interesting but"
X Link @abroninvestor 2025-06-24T03:04Z 7365 followers, XXX engagements

"@dlitten4 Discount is still XX% on that basis. You could also argue that via Exor you are buying RACE at X since there's 100net per share (before last night) of OTHER assets against an XX price. Why I am a very happy holder of $EXO.AS"
X Link @abroninvestor 2025-10-11T00:01Z 7365 followers, XX engagements

"No more than saying that $CNH is really challenged for a long period under Trump policies & with its debt it will really struggle. Stellaris is valued at cash backing in the adjusted model. Its just a way of saying - the market hates these two companies so lets properly impair them. No argument with your comments - its just to remove them from the equation as a factor"
X Link @abroninvestor 2025-10-08T13:48Z 7366 followers, XXX engagements

"Told you the $REH.AX call would be interesting. Everything from struggling to innovate as Victorian based staff don't go to office competition back to where it was 20-30years ago "not orderly" ongoing staff departures in US to competitors US housing frozen & so price the only differentiator. Probably the most REALISTIC earnings call this season in Australia. 30x P/E before todays open with consensus estimates too high. Have a listen - no nonsense stuff this is what it is like out there at the pointy end including Australia's largest player in its industry. No position"
X Link @abroninvestor 2025-08-24T23:50Z 7365 followers, 3385 engagements

"Amazingly something as bizarre as $CVNA was the third biggest individual contributor to $EXO.AS increase in value in first six months of 2025. Dont think theres any reference to it"
X Link @abroninvestor 2025-09-27T12:37Z 7366 followers, 1428 engagements

"$EDV.AX In a business with conflicting capital management priorities between the three key businesses and a desperate need to properly separate from $WOW.AX why would you be paying away $350million a year in dividends EDV is NOT Woolworths. By enshrining a hefty dividend rate the board has stuffed itself - let alone management's poor execution on the IT front & buggering around with small acquisitions. This business wins on scale - in every respect. No position"
X Link @abroninvestor 2025-08-04T01:26Z 7366 followers, 2765 engagements

"@fmcbill @ignore89039500 Very low profile bloke indeed $QAN.AX $WDS.AX + aerial๐Ÿ“"
X Link @abroninvestor 2023-03-07T22:53Z 7367 followers, XXX engagements

"1/n Sometimes companies screw themselves over with little signals in unnecessary announcements. This little number from $APT.AX after market on 19/8/20 is IMHO one such instance. Firstly it's perfectly legal. Just a lot of folks didn't read footnote 1"
X Link @abroninvestor 2020-09-01T03:02Z 7365 followers, XX engagements

"Market value is $708million for the three listeds. No the $130m debt is ALL in CPF (BEFORE the acquisitions post balance date) But only around $40m of the $120m cash belongs to $HMC.AX as $80m is in CPF. So rough NAV at market is $XXX for the X REITS $247m for the XX% of CPF $40m cash = $995m/412.6m shares = $XXXX a share"
X Link @abroninvestor 2025-10-09T23:46Z 7365 followers, XXX engagements

"1/n On @ausbiztv this morning talking VALUE vs growth investing I noted: (1) If u bought $CSCO in March 2000 you had 9%pa profit growth & lost one-third of your $$$ in XX years - good business stupid price paid; (2) noted how $APT.AX direct you to meaningless profit measures"
X Link @abroninvestor 2020-11-26T00:58Z 7366 followers, XX engagements

"Must be time for $MS to run out a new model for $APT.AX being worth $XXX and go to court to reject the merger"
X Link @abroninvestor 2021-12-16T22:31Z 7367 followers, XX engagements

"@PandaValue They done 2x 1billion in past three years However there will be more to come when Iveco & the reinsurance vehicles are run-off & Ora divested. No argument John should be buying as much as he can"
X Link @abroninvestor 2025-10-09T23:43Z 7366 followers, XXX engagements

"Well. At the other end of the "baffle them with BS" spectrum to $ANZ.AX is the latest caravan presentation to the sophisticates at $MQG.AX Don't think $LIC.AX would dare attempt an ANZ style effort. Might tell too much.Too many degrees in "media and communications" methinks"
X Link @abroninvestor 2024-05-06T23:38Z 7366 followers, 1804 engagements

"@IanSlaterPhoto1 @A45Y_UK Lamborghini is an Audi in a dress"
X Link @abroninvestor 2025-10-14T06:57Z 7366 followers, XX engagements

"$EXO.AS Agnelli's proceeding slowly but surely - NAV+dividends = 14%pa since 2015. More opaque with more unlisted but $RACE down to XX% of gross NAV. If they do nothing will be pro-forma debt free post Iveco. Another buyback down the track - if you plot NAV/share versus net NAV the gap is perceptibly wide illustrating capital management. Estimated NAV/share at last night = XXX so XX% discount. Crazy that it is the same as some of the detritus of Euro holdcos in France and Belgium. Long"
X Link @abroninvestor 2025-09-18T03:38Z 7365 followers, 3720 engagements

"$HAL.AS The German prothesis manufacturer Ottobock is listing to help repay Carlyle Group $CG and others loan to Nader Holding the private parent company (believe $MQG.AX involved here too) of 1.1billion (PIK) drawn in 2024 to buy back XX% of Ottobock from $EQT.ST about 582m pre fees going to Nader. Assuming no debt in Ottobock (NOT THE CASE - no financials for Ottobock SE & Co. KGaA filed since 2021) so we have to await the prospectus for an EV/EBITDA figure. But it will be a minimum 12.5x . $HAL.AS carry their XXXX% of Auxilium (about a quarter the size) at EV/EBITDA of 3.9x - just a minor"
X Link @abroninvestor 2025-09-29T07:28Z 7366 followers, 3806 engagements

"$EXO.AS the biggest positive change in value for Exor between Dec XX - XX June XX was Iveco $IVG.MI 541million then Ferrari $RACE 378million. So what was #3 at an estimated 147million Unless you know where to look you'll never get it"
X Link @abroninvestor 2025-09-27T07:32Z 7365 followers, 1519 engagements

"2nd July: Citibank release gushing report on $APT.AX with massively upgraded price target ($27.10 up to $64.25) & big EBITDA/margin growth. 7th July: Citi on ticket to raise $1bn in various ways. Absolutely no connection whatever"
X Link @abroninvestor 2020-07-06T23:23Z 7366 followers, XXX engagements

"Nearly time for a $X taco $GYG.AX to dull the memory of $GQG.AX"
X Link @abroninvestor 2025-08-22T01:28Z 7365 followers, 1317 engagements

"@ignore89039500 @AmritaAhuja @sezzleinc Due to the lack of regulation they have particularly spectacular money laundering capabilities as well. Just because $SQ paid a spectacularly stupid amount of money for the unprofitable $APT.AX (albeit in scrip) doesn't mean the regulator owe a duty to make it work"
X Link @abroninvestor 2023-03-14T22:02Z 7366 followers, XXX engagements

"$BOL.PA $VIV.PA $UMG.AS Interesting piece on Tay-Tay catalogue repurchase"
X Link @abroninvestor 2025-06-04T23:59Z 7366 followers, 1944 engagements

"2am Aussie time tomorrow morning - LVMH results $MC.PA more interesting than usual given some chinks if light at Swatch (for example)"
X Link @abroninvestor 2025-07-24T07:55Z 7365 followers, 1069 engagements

"$VIRT late nights in Sydney once a quarter won't be the same with Doug Cifu stepping down"
X Link @abroninvestor 2025-07-30T11:05Z 7366 followers, 1011 engagements

"@John_Hempton Must be that $1.26billion of market cap $APT.AX added today as we all know they will generate another $60million of annual earnings because.it's Friday"
X Link @abroninvestor 2020-08-14T06:29Z 7366 followers, XX engagements

"Mr. Jonas has perfectly explained $APT.AX & indeed the whole NASDAQ complex in one paragraph. A tick from me high or not"
X Link @abroninvestor 2020-07-08T20:36Z 7366 followers, XX engagements

"As a guide a bunch of European holdcos with funds businesses like Eurazeo 28bn fum and Wendel 39bn fum trade respectively at XX% and XX% DISCOUNT to NAV - so $HMC.AX at XX% premium and $18bn of fum doesn't stack up IMHO. Why people paid $XX for it is beyond comprehension"
X Link @abroninvestor 2025-10-10T00:00Z 7366 followers, XXX engagements

"This is my pet topic. Lazy broker analysts just take management's adjusted EBITDA which is BS in XX% of cases in Australia. I always take out software spend SBC AND RENT Get to a real FCF. It's like mining explorers who count salaries as "exploration" & capitalise it"
X Link @abroninvestor 2021-05-13T21:45Z 7365 followers, XX engagements

"The biggest publicly listed player in this space is Virtu $VIRT which currently does net trading income of US$2billion before overheads to put Jane Street in context - about 18x MORE than $VIRT in Q2"
X Link @abroninvestor 2025-09-04T05:16Z 7366 followers, 1981 engagements

"My presentation on $HAL.AS from "Weird Sh*t Investing" conference in Hong Kong put on by @uv_shares @lorenz_swen is now on the @East72Dynasty website"
X Link @abroninvestor 2025-07-04T08:32Z 7365 followers, 21.6K engagements

"@ignore89039500 @AmritaAhuja please take your BS on these dreadful products back to America (they were invented here) Clearly like yer man from @sezzleinc you think some of us have never looked under the bonnet. They are loans. Full stop"
X Link @abroninvestor 2023-03-14T21:57Z 7365 followers, XXX engagements

"Still a lot of 'playing the woman' in the $WTC.AX response. Not sure they hit the numbers head on which is essential in dealing with these reports"
X Link @abroninvestor 2019-10-19T06:31Z 7365 followers, XX engagements

"$VIRT biggest daily adj net trading income through a quarter (excluding asset sale) since Q1 2021. Biggest was COVID Q1 2020 $12.65m; then "meme stocks" Q1 2021 $11.742m then Q2 2020 bounce $XXXXXX. Last quarter is #4 at $9.157m. Great exit result for Doug Cifu. TTM P/E 9.2x Long"
X Link @abroninvestor 2025-07-30T11:51Z 7365 followers, 1142 engagements

"$HAL.AS - a lot of one off benefits in the numbers but Boskalis is running hard & ditching the Aussie towage business. Big XX% gain in $SBMO.AS and XX% in $TE.PA helping NAV to grow + the $VPK.AS initiatives. Shares +5% The vd Vorms aren't dead - they were just sleeping. Long"
X Link @abroninvestor 2025-08-29T14:05Z 7365 followers, 1402 engagements

"$EXO.AS after the fall in $RACE nearly matched by Exor updated NAV is XXXXXX at full market value of which XXX is listed equities (see through for $BIM.PA) XXXXX for unlisted XXXX for other XXXXX for effective cash including Iveco and (18.70) for debt and capitalised costs. XXXX% discount at prevailing XX stock price. Long"
X Link @abroninvestor 2025-10-09T23:22Z 7366 followers, 1741 engagements

"BTW until $EDV.AX was spun if you read the article you understand why $COL.AX got utterly left behind on liquor by $WOW.AX Aldi are way smarter than people imagine in this area"
X Link @abroninvestor 2024-03-09T09:28Z 7365 followers, 1337 engagements