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@finphysnerd MylesMyles posts on X about $bcgl, ai, business, $wsc the most. They currently have XXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.
Social category influence finance XXXXX% countries XXXXX% cryptocurrencies XXXX% stocks XXXX% technology brands XXXX% social networks XXXX% exchanges XXXX% currencies XXXX%
Social topic influence $bcgl #1, ai 9.09%, business 6.06%, $wsc 6.06%, collection 6.06%, collection of 6.06%, estonia 6.06%, has been 6.06%, if you 6.06%, investment XXXX%
Top accounts mentioned or mentioned by @joinyellowbrick @wcrelease @shravanrayhaan @tomgrlla @abroninvestor @tom_grlla @tlivian @magicminto @equiteer @sowingalphaseed @exploitationcap @taobanker @1stlevelthinker @albomp @australianlabor @jonathankeith2 @orrdavid @urinsideman @fierce__beast @noicewon11
Top assets mentioned WillScot Mobile Mini Holdings, Corp. (WSC) Aston Villa Fan Token (AVL) Stride (STRD)
Top posts by engagements in the last XX hours
"Here's another example of what I talk about in here. A strategy of XXX% $AVGO/-100% $AVL returns XXXX% annually after borrow cost. While daily rebalancing is unrealistic weekly rebalancing only adds around X% in fees but usually improves returns as you get volatility drag"
X Link 2025-10-10T00:40Z 5268 followers, 2908 engagements
"Looking at French infrastructure operator Vinci $DG.pa. High quality company with a great track record trading at a very reasonable valuation. However they're private equity like with their complete abuse of their often monopolistic infrastructure holdings (airports roads etc)"
X Link 2025-11-17T04:13Z 5266 followers, 5449 engagements
"@equiteer_ @shravanrayhaan Maybe. The fact that theyre returning a lot of capital seperates them from a lot of value traps imo. Obviously doesn't matter if the business turns to shit"
X Link 2025-11-24T08:27Z 5266 followers, XXX engagements
"Euronext $ENX.pa is the operator of European stock exchanges for France Netherlands Belgium Ireland Portugal Italy and Norway. The company has triple earnings in the past X years and is effectively a monopoly in the markets it operates in. At 18x earnings it looks very"
X Link 2025-11-13T03:14Z 5266 followers, 11.3K engagements
"I've been doing well on shorts recently but for the record most of my shorts are less than .1% positions for me. The only shorts that are above .5% are $STRD at X% $WSC at .5% $CBA.AX at .5% (which is offset with other Aussie banks long) and $FOSL at .5%"
X Link 2025-11-14T13:55Z 5267 followers, 1952 engagements
"I really like the look of Baltic Classified $BCG.L right now. They run a collection of monopoly classifieds websites for cars house and others in the Baltic States. Their share price has been smashed this year with concerns about AI a tax on car sales in Estonia and one of"
X Link 2025-12-03T00:07Z 5267 followers, 11.4K engagements
"@taobanker It's definitely interesting but it doesn't feel that cheap. The REIT valuations are expensive. Looking at consolidated profit it doesn't look that great just on book value"
X Link 2025-12-06T08:00Z 5267 followers, XXX engagements
"@abroninvestor @1stlevelthinker @AlboMP @AustralianLabor Then you should understand why data like that is statistically significant Here's the surveys chatGPT could find I don't understand how you could think that this isn't popular"
X Link 2025-12-10T06:13Z 5267 followers, XXX engagements
"If you invest in international stocks and aren't looking at the UK at the moment I don't know what you're doing"
X Link 2025-04-29T03:22Z 5268 followers, 20.7K engagements
"I really like the $WSC short thesis from @Jonathan_Keith2. The company seems like a bit of a joke. Ageing derelict storage units employees with brutal comments on Glassdoor a mountain of debt with declining revenue and utilisation rates. Seems simple and straightforward"
X Link 2025-08-10T11:58Z 5268 followers, 8292 engagements
"Bought my first Hikari Tsushin ($9435.T) shares today. It makes sense as a way to gain diversified exposure to Japan as an outsider. Additionally my portfolio is now large enough that It's not too large a position because of round lots (minimum purchase sizes in Japan)"
X Link 2025-09-03T06:14Z 5268 followers, 8041 engagements
"European gambling shitco $GMGI is paying for terrible AI generated ad slop on twitter. Am short"
X Link 2025-12-03T11:14Z 5267 followers, 1899 engagements
"These guys were slaughtered on earnings today down XX% but it really don't think they were that bad. X% revenue growth in spite of temporary headwinds in Estonia. Flagging some AI investment but EBITDA margins expected to remain mid 70s (currently 78%). More importantly"
X Link 2025-12-04T13:22Z 5267 followers, 7032 engagements
"@tom_grlla Yeah if you look globally all of these classifieds cos are in freefall. $HEM.st $RMV.L $AUTO.L (is comparable) even $REA.ax in Aus though not as bad. After doing a bit of work on them recently I feel $BCG.L is the most attractive and least risky here"
X Link 2025-12-04T13:48Z 5269 followers, XXX engagements
"Everybody looks for big multibaggers but my favourite type of investment is a stable low downside low correlation 10-12% irr. You can get outsized returns with reratings or with good portfolio construction and leverage. Some examples: $S19.si $SET.si $INPP.L"
X Link 2025-12-10T11:22Z 5268 followers, 4977 engagements