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@govro12 Avatar @govro12 govro12

govro12 posts on X about debt, cash flow, glass bottle, canada the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

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Mentions: X #

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Followers: XXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance stocks countries luxury brands technology brands

Social topic influence debt, cash flow, glass bottle, canada, canadian, stagflation, le, gulfstream, bombardier, dol

Top assets mentioned Alphabet Inc Class A (GOOGL)

Top Social Posts #

Top posts by engagements in the last XX hours

"@evfcfaddict yes its trading below equity - 25euro of tangible assets per shares. Inventory mostly logs and "merreins" are valued at 450m like you said. I foresee a reduction in inventory to FCF should come but got burn once so I am careful with this mgt. They need to be scared by debt"
@govro12 Avatar @govro12 on X 2025-07-15 16:31:58 UTC XXX followers, XXX engagements

"@SutjeSH Beer business is good although aluminium is replacing in NA not sure in Europe. Europe might have access to cheap aluminium from Canada to avoid XX% tariff. Maybe glass bottle in usa is a tariff play lol"
@govro12 Avatar @govro12 on X 2025-07-24 15:05:01 UTC XXX followers, XX engagements

"@shot_change Americans will drink their way through 2028 and stagflation with Scotch XX% and bourbon X% with the ocasionnal threat canadian whiskey XX% tequila XX% cognac XX% negroni 30%"
@govro12 Avatar @govro12 on X 2025-07-16 14:43:57 UTC XXX followers, XXX engagements

"@shot_change @cermrew @equitybaron @SutjeSH @evfcfaddict @DavidDiranko @david_katunaric @Aksel465 @dipinvest @RichardWedekin1 @systvest La doria getting private in 2021 at a ridiculous pe without any recourse for non controlling shareholders. Although the same can be said with Logistec. I prefer now leveraged co with MOAT where I know that cash flow will Go (paying debt) - transdigm is a good example"
@govro12 Avatar @govro12 on X 2025-07-19 15:20:39 UTC XXX followers, XXX engagements

"@shot_change @cermrew @equitybaron @SutjeSH @evfcfaddict @DavidDiranko @david_katunaric @Aksel465 @dipinvest @RichardWedekin1 @systvest Bombardier is the perfect example same industry as transdigm high moat duopoly with gulfstream - high debt but with a clear direction to repay the debt based on history - with mgt excuting in French le couteau entre les dents in cutting debt with cash flow"
@govro12 Avatar @govro12 on X 2025-07-19 15:27:44 UTC XXX followers, XXX engagements

"Valuation check and rumblings of top5: $GOOG $BBD.b $ADYEN $DOL $MCEM on wintergems. A lot of rumblings. enjoy Trade carefully"
@govro12 Avatar @govro12 on X 2025-07-06 19:07:17 UTC XXX followers, 4098 engagements