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@invdiary Avatar @invdiary Investment Diary

Investment Diary posts on X about $altnl, $mmyv, stocks, $thsl the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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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 XXXXX% stocks XXXXX% technology brands XXX% currencies XXXX% countries XXXX%

Social topic influence $altnl #1, $mmyv 10.34%, stocks #3099, $thsl #2, $solgl 6.9%, $jagto 6.9%, $somav 6.9%, positions 6.9%, investment #2066, debt XXX%

Top accounts mentioned or mentioned by @goldforecast @oddhootcapital @edissuper @3plantey2 @valueeric @huuumeee @walter_schloss @premski_sgp @davidkatunaric @valueinvest12 @premskisgp @silversanta @silver__santa @maks_kolomiets @optofinance1 @julesnftz

Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Mastercard, Inc. (MA)

Top Social Posts #

Top posts by engagements in the last XX hours

"Sekisovskoe mine of $ALTN.L has XXXX mln oz of gold plus more XXXX mln oz is below 800m underground. If you consider the production target of 100k oz/year you calculate mine life of XX years or more Teren Sai mine has XXXX mln oz with a further X mln as an exploration target"
@invdiary Avatar @invdiary on X 2025-06-27 09:05:10 UTC XXX followers, 1316 engagements

"@Oddhootcapital It sells well - 'I bought Hims at $X and now it's $XX. I can spot compounders.' But in reality you never know which American stocks will double in a year. Valuations are insanely high and your results often come down to luck - its not much different from gambling in a casino"
@invdiary Avatar @invdiary on X 2025-07-26 01:03:49 UTC XXX followers, XXX engagements

"Why did I buy Tharisa $THS.L (All numbers in USD.) Tharisa has $XX million in net cash. Its market cap is $XXX million so EV = $XXX million. I expect $XXX million in net profit for the next year. Additionally I estimate that platinum will account for XX% of 2026 revenue and PGM for 36%. Tharisa is an undervalued boring chrome player but it also gives you exposure to platinum and PGM In contrast $SBSW $IMP.JO $VALT.L and $SLP.L are pure platinum plays but they seem fairly valued to me. Tharisa isnt widely recognized as a platinum play which is exactly why it remains undervalued"
@invdiary Avatar @invdiary on X 2025-07-25 14:00:36 UTC XXX followers, XXX engagements

"+128% in one year 🥂 Im so happy to be heavily invested in junior gold miners. My biggest positions are: $MMY.V $SOMA.V $JAG.TO $SOLG.L $ALTN.L $SBI.TO When investing in gold miners I choose the best onesnot just $GDX or $GDXJ. I use two different formulas with different approaches: Minimize EV/FCF This shows how many years it would take to pay back my investment which is somewhat similar to a payback period. Maximize (NPV - EV)/MC This helps identify which miner offers the best long-term potential. Whats your opinion which stocks should I add What should I sell and why Please dont recommend"
@invdiary Avatar @invdiary on X 2025-07-18 21:35:57 UTC XXX followers, 4925 engagements

"Thanks for the video X. Obviously you can't compare Altyn Gold $ALTN.L to Walmart Coca-Cola or Microsoft 🤣 That's a totally different investment. X. He considers beating the S&P a great result but that's just a basic level. Measured in gold the S&P is roughly flat. Anyone here beats S&P. If you don't it means you are buying expensive companies with a little upside potential. Why should I buy any American company with an EV/FCF ratio of XX when I can buy a company from Malaysia with an EV/FCF ratio of X ( $MMY.V). X. Big funds can't trade due to liquidity constraints but you can. Thats your"
@invdiary Avatar @invdiary on X 2025-07-26 00:10:55 UTC XXX followers, XXX engagements

"@GoldForecast What about the neutral price of gold"
@invdiary Avatar @invdiary on X 2025-07-23 07:09:53 UTC XXX followers, XXX engagements

"Why did I sell $ALTN.L First of all I know they have debt. And when a company has debt it's good to have more sales. So why didnt Altyn sell the gold they produced (See the table.) I started searching Google and suddenly came across this: "The deal ends a bitter fight which saw Polyus sue the Assaubayevs for $450m in June alleging they exaggerated production figures and siphoned off money with sham contracts." "misrepresenting production and sales revenue in 2006-2008 and the amount of capital expenditures made by KazakhGold in KazakhGold's public disclosures and other disclosures" This"
@invdiary Avatar @invdiary on X 2025-07-25 13:59:24 UTC XXX followers, XXX engagements

"@Oddhootcapital "valuations for mastercard visa mcd walmart always high as they are such good businesses." - NO It's just the last fool game. Nobody discusses risks Same for Hims"
@invdiary Avatar @invdiary on X 2025-07-26 09:12:51 UTC XXX followers, XX engagements

"$MMY.V Monument Mining is rather boring so it is currently under the radar. I expect them to make XXXX EPS in a full year 2025 while the stock is trading at XXX CAD currently. MMY has no debt and a lot of cash so the current EV is around $77M. I expect the net income of 2025 to be above $27M. All these calculations of course do not include Murchison in Western Australia which adds even more value. As I mentioned they have a lot of cash to begin Murchison operations. I don't expect $SOLG.L to make any dilutions. It is going to begin production soon"
@invdiary Avatar @invdiary on X 2025-07-16 21:13:16 UTC XXX followers, XXX engagements

"@Silver__Santa Impressive Thanks for keeping your results public. Here is my result - luckily I bought $AGMR 🥂"
@invdiary Avatar @invdiary on X 2025-07-11 20:29:49 UTC XXX followers, XXX engagements

"Investing means continuously improving your portfolio selling average stocks in order to buy better ones. It is important to avoid excessive diversification and instead stay highly concentrated in winning stocks to achieve maximum returns. Currently my top holdings are: $MMY.V $SOMA.V $JAG.TO $THS.L"
@invdiary Avatar @invdiary on X 2025-07-25 15:04:03 UTC XXX followers, XXX engagements