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@abroninvestor Andrew Brown Dynastic Investor 🇦🇺🏴Andrew Brown Dynastic Investor 🇦🇺🏴 posts on X about $exoas, $bolpa, $diebr, $vivpa the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% countries XXXX% stocks XXXX% luxury brands XXXX% automotive brands XXXX% cryptocurrencies XXXX%
Social topic influence $exoas #9, $bolpa #4, $diebr 10.42%, $vivpa 8.33%, $umgas 6.25%, if you 6.25%, debt 6.25%, $halas #1, $vpkas 4.17%, market cap XXXX%
Top accounts mentioned or mentioned by @mikefritzell @east72dynasty @sage_simian @sagesimian @xero @foxcastlehold @financialreview @l3gzz04 @gazlarking @finphysnerd @awscloud @cfainstitute @uvshares @lorenzswen @graoully1774 @manutd @jamtarts @gwinvestors @hefmark @cmkusher
Top assets mentioned Ferrari N.V. (RACE) MANCHESTER UNITED PLC (MANU) Credit Suisse Group (CS) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"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: $MANU"
X Link 2025-10-05T23:39Z 7465 followers, 6589 engagements
"$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. $HAL.AS own XX% of VPK. VPK P/E 13x. Acknowledge its financial engineering but allied to more transparent disclosure in HAL annual report maybe the "international men of mystery" are getting a message"
X Link 2025-05-25T04:54Z 7466 followers, 5111 engagements
"$BOL.PA $VIV.PA $UMG.AS Interesting piece on Tay-Tay catalogue repurchase"
X Link 2025-06-04T23:59Z 7466 followers, 1969 engagements
"There is much activity in the $BOL.PA galaxy at present after some hurried decision making backfired (the structure of the $VIV.PA split). Now the AMF has changed its mind after the event (Bollor did control VIV apparently) together with extreme stinginess on the Rivaud takeouts. Plus a gut feel that $UMG.AS may be perceived by the group as well priced. If your head is spinning may I commend two substacks: @graoully_1774 (Graoully on substack) explaining the $VIV.PA situation with great clarity and @FoxCastlehold (substack French Hidden Champions) on the numerous self control loops in the"
X Link 2025-07-22T22:45Z 7465 followers, 4558 engagements
"Might be time for a re-read in light of the very recent demise of one of the central characters. The old Bank Leumi accounts"
X Link 2025-11-11T01:19Z 7465 followers, 1614 engagements
"Here are the relevant slides from their XXXX% owner who reported last week: D'Ieteren Group (pronounced Deeteren) listed in Brussels $DIE.BR - a 10.2billion automotive & related family controlled based conglomerate. We proudly own in @East72Dynasty and that (half share of) Belron is one of our favourite businesses in the portfolio. DYOR"
X Link 2024-03-12T01:05Z 7464 followers, 2763 engagements
"regarding my prior thread on $DIE.BR - one reason I love them is they define FCF correctly tell you all the working capital moves (and why) and elsewhere in the group (Treasury) explain they too got caught up to the tune of 95million with the Credit Suisse Supply Chain Fund when rates were negative and how they've dealt with it. Amazing how far this shitbag reached isn't it. Bundaberg to Bruxelles"
X Link 2024-03-12T05:10Z 7465 followers, 1914 engagements
"$LRK.AX rivalling $DRR.AX for worst board on ASX. Cant execute so they deliver control to one of their mates at below market in exchange for barrels. So Randall can now shop the company to the world. If you vote to allow this deal through you are utterly mad. I follow the company but have no exposure. Obviously one of the board members read about LMT"
X Link 2024-07-29T03:03Z 7465 followers, 3976 engagements
"$DIE.BR transaction between Belron holders - makes D'Ieteren look very cheap cf our breakout at end September"
X Link 2024-10-31T08:49Z 7465 followers, 2879 engagements
"Taking a break from @ausbiztv for time being after just over X years of contributing. My little slot once a month on the second Tuesday has - in the past XX months - brought you global stocks no-one else in Australia talks about: Socit des Bains $BAIN.PA Universal Music $UMG.AS Compagnie de L'Odet $ODET.PA Laurent-Perrier $LPE.PA Vivendi $VIV.PA Pershing Square $PSH.AS Softbank Group Corp $9984.T Sphere $SPHR D'Ieteren $DIE.BR HK Shanghai Hotels $45.HK Bollor $BOL.PA Robertet $RBT.PA Lagardre $MMB.PA Sportradar $SRAD Avation PLC $AVAP.L and Safilo $SFL.MI some have done very well others are"
X Link 2024-11-11T23:31Z 7463 followers, 2556 engagements
"$CAN.L $BOL.PA Good decision to move on"
X Link 2025-02-17T03:22Z 7464 followers, 1392 engagements
"$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 $VPK.AS initiatives. Shares +5% The vd Vorms aren't dead - they were just sleeping. Long"
X Link 2025-08-29T14:05Z 7465 followers, 1471 engagements
"$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 2025-10-09T23:22Z 7463 followers, 1960 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 $EXO.AS"
X Link 2025-10-11T00:01Z 7463 followers, XXX engagements
"$LLC.AX Solved it in three seconds. Don't buy at the top and sell at the bottom don't pay your staff egregious remuneration and don't ignore your shareholders with conceit about "we know best". For a sub A$4bn market cap company Mr Lombardo's daily routine and planning garner a large and ongoing amount of @FinancialReview newsprint"
X Link 2025-11-12T22:05Z 7463 followers, 1803 engagements
"@VanIsleInvestor 🤣🤣🤣🤣 theyre cheap $CBA.AX THATS what you call an expensive bank. 30x P/EV next to no bad debt charges"
X Link 2025-11-13T07:07Z 7465 followers, XXX engagements
"$BOL.PA $VIV.PA Seriously Ms Bernal - the European Court of Human Rights You hardly own any shares"
X Link 2025-11-19T13:21Z 7463 followers, 1963 engagements
"I appeared earlier this week on a pod by "Poor Millionaires" interviewed by James Faulkner talking about the lessons from $EXO.As $DIE.BR and $RBT.PA as dynasties. Enjoy"
X Link 2025-11-20T09:06Z 7465 followers, 8393 engagements
"So bitcoin was down X% on Monday and is up X% today. Why No-one can tell you the cause only the effect ($19billion liquidations etc). Apart from placing yourself at the behest of controlling whales and rolling dice what earthly use is this stuff unless you live in Zimbabwe Argentina or another hyper-inflation country or need to hide the asset"
X Link 2025-12-02T19:58Z 7465 followers, 6065 engagements
"@MikeFritzell If you want to tear up money give it to $TWE.AX along with an air ticket to America. Its always been the same with Australians (Fosters)"
X Link 2025-12-04T05:46Z 7466 followers, 1894 engagements
"@valuedontlie $DIE.BR spinning Belron"
X Link 2025-12-04T18:19Z 7465 followers, XXX engagements
"@finphysnerd @1stlevelthinker @AlboMP @AustralianLabor I have a degree in econometrics Myles"
X Link 2025-12-10T06:10Z 7463 followers, XX engagements
"$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 2025-09-18T03:38Z 7464 followers, 3783 engagements
"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 🤡🤡- 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 2025-10-09T23:40Z 7464 followers, 1688 engagements
"@LaraInTheMiddle Just eat this. Tastes the same"
X Link 2025-12-10T23:16Z 7465 followers, XX engagements