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"Added XX new stock write-ups to the site (pt 3): @dipinvest (holding updates) - $HP3A.DE $ORS.MI $SL.MI @realThomasNiel - $BUKS (update) @YetAnotherValue - $GECC @BobbyKKraft - $AUUA.V (overview) @riyadosofian - $ZETA @felix__archive - $ADBE @epsilontal - $ELAL.TA (update)"
X Link @joinyellowbrick 2025-10-13T19:04Z 23.5K followers, 3386 engagements
"$SL $SL.MI UBS initiates coverage on Sanlorenzo with a Buy rating and 47PT. Cites strong positioning in high-end yacht mkt solid pricing power and strategic upside from Nautor Swan deal. Highlights direct distribution strong FCF high ROIC and potential for dividends & M&A"
X Link @dipinvest 2025-10-10T09:07Z 3231 followers, 2554 engagements
"Portfolio Update: Still very concentrated with XX% in my top X. Took the opportunity to add to $MTLN $SES.TO & $GLNG eyes are on $SL.MI & $SGN.WA. The rest of the portfolio remains unchanged. (Failed to get $ASML up to my XX% target though.) I'm continuing to accumulate $AMZN. The automation & robotics divisions are gaining attention for their potential which should be a massive driver for margin expansion. When you add their core strengths in Cloud Ads and Subscriptions the setup is simply FANTASTIC. They are riding the global digitalization wave. Strategically the shift towards smaller more"
X Link @stocknettle 2025-10-01T14:55Z XXX followers, 1922 engagements
"$SL.MI Sanlorenzo repurchased 17K shs (1418 Jul 25) at avg XXXXX totaling 490.5K via Intesa Sanpaolo. $SL now holds 776K treasury shs reflecting disciplined capital allocation and serving as a strong signal of confidence & focus on shareholder value"
X Link @dipinvest 2025-07-21T10:44Z 3231 followers, 2522 engagements