#  @AV_Investments AV Investment AV Investment posts on X about $maersk, $bill, $amkby, $zim the most. They currently have [---------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1850672443989377024/interactions)  - [--] Week [-----] -76% - [--] Month [------] +2,106% - [--] Months [------] +55% - [--] Year [-------] +395% ### Mentions: [--] [#](/creator/twitter::1850672443989377024/posts_active)  - [--] Week [--] -57% - [--] Month [--] -46% - [--] Months [---] +261% - [--] Year [---] +1,200% ### Followers: [---------] [#](/creator/twitter::1850672443989377024/followers)  - [--] Week [--] no change - [--] Month [--] +2.30% - [--] Months [--] +181% - [--] Year [--] +1,400% ### CreatorRank: undefined [#](/creator/twitter::1850672443989377024/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [currencies](/list/currencies) [social networks](/list/social-networks) **Social topic influence** [$maersk](/topic/$maersk) #1, [$bill](/topic/$bill), [$amkby](/topic/$amkby) #1, [$zim](/topic/$zim) #13, [$amrk](/topic/$amrk), [gold](/topic/gold), [$gold](/topic/$gold), [short interest](/topic/short-interest), [$2b](/topic/$2b), [daily](/topic/daily) **Top accounts mentioned or mentioned by** [@christankerfund](/creator/undefined) [@chuckyb22074706](/creator/undefined) [@sinomarket](/creator/undefined) [@martinshkreli](/creator/undefined) [@danielbraden18](/creator/undefined) [@logicalthesis](/creator/undefined) [@tatin17](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@kingdomcapadv](/creator/undefined) [@mrdeepvalue](/creator/undefined) [@anssia](/creator/undefined) **Top assets mentioned** [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Barrick Gold Corp. (GOLD)](/topic/$gold) [YELP INC. (YELP)](/topic/$yelp) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Novo-Nordisk (NVO)](/topic/$nvo) ### Top Social Posts Top posts by engagements in the last [--] hours "Cash and ST investments: $1.6b [----] Revenue Growth: +15% [----] Total Payment Volume: $292b Bill Holdings traded close to $4.1B Enterprise Value [--] months ago. Upcoming earnings release on 11/7. $BILL" [X Link](https://x.com/AV_Investments/status/1853557270618988619) 2024-11-04T21:57Z [--] followers, [--] engagements "Here is my recent article on $YELP https://seekingalpha.com/article/4743477-yelp-inc-proven-advertiser-at-compelling-price https://seekingalpha.com/article/4743477-yelp-inc-proven-advertiser-at-compelling-price" [X Link](https://x.com/AV_Investments/status/1871301579799663075) 2024-12-23T21:07Z [--] followers, [--] engagements "Check out my article on NetEase Inc. $NTES - The developer of newly released Marvel Rivals is trading at a cheap valuation despite the successful launch of their popular title in December. - NetEase is trading at an 8.8x TTM free cash flow to enterprise value. - As of Q3 [----] NetEase had $18.6 billion in cash and short-term investments with less than $1.6 billion in debt. https://seekingalpha.com/article/4746163-netease-chinese-stock-right-industry-at-the-right-price https://seekingalpha.com/article/4746163-netease-chinese-stock-right-industry-at-the-right-price" [X Link](https://x.com/AV_Investments/status/1872466601729020169) 2024-12-27T02:16Z [--] followers, [--] engagements "$MAERSK https://seekingalpha.com/article/4736346gt=008d84664ea1d80c https://seekingalpha.com/article/4736346gt=008d84664ea1d80c" [X Link](https://x.com/AV_Investments/status/1876755129845580186) 2025-01-07T22:17Z [--] followers, [--] engagements "Whats book value @MartinShkreli The most you should pay for a company" [X Link](https://x.com/AV_Investments/status/1876756197623157083) 2025-01-07T22:22Z [--] followers, [--] engagements "Maersk ER on Thursday. Still trading for $23b market cap with $22b in cash and ST investments. $MAERSK" [X Link](https://x.com/AV_Investments/status/1886807864406081706) 2025-02-04T16:03Z [--] followers, [---] engagements "Bought more Bill Holdings this week. $BILL" [X Link](https://x.com/AV_Investments/status/1898198074276622688) 2025-03-08T02:24Z [--] followers, [----] engagements "@christankerfund @danielbraden18 Is this answer for Zim or both Maersk and Zim" [X Link](https://x.com/AV_Investments/status/1902904680616775958) 2025-03-21T02:06Z [--] followers, [--] engagements "More than doubled my position in $BILL in the $40-$50/share range" [X Link](https://x.com/AV_Investments/status/1910441759836168559) 2025-04-10T21:16Z [--] followers, [--] engagements "My portfolio is down 16% YTD Bought more $Maersk and $BILL as they fell. Both are still under-valued in my opinion. More than doubled my position in $BILL in the $40-$50/share range. https://t.co/TPWvh4p5PY More than doubled my position in $BILL in the $40-$50/share range. https://t.co/TPWvh4p5PY" [X Link](https://x.com/AV_Investments/status/1910463993304481860) 2025-04-10T22:44Z [--] followers, [--] engagements "Can both get cheaper Yes $Maersk $BILL" [X Link](https://x.com/AV_Investments/status/1910509389418541565) 2025-04-11T01:45Z [--] followers, [--] engagements "Just found this press release on recent Bill Holdings convertible debt $BILL" [X Link](https://x.com/AV_Investments/status/1914136110319497338) 2025-04-21T01:56Z [--] followers, [--] engagements "Added $AMRK A-Mark trading at $500m market cap ($700m EV) while some quarters having +$100m cash flow and holding $500m-750m worth of inventory (precious metals)" [X Link](https://x.com/AV_Investments/status/1927482028297007189) 2025-05-27T21:48Z [--] followers, [---] engagements "An argument could be made that Maersk's terminal business is worth +$20b $Maersk" [X Link](https://x.com/AV_Investments/status/1948735131469894014) 2025-07-25T13:20Z [--] followers, [--] engagements "@christankerfund Almost daily 20% of Maersk.B daily trading volume is being purchased in the buyback program that helps a lot $Maersk" [X Link](https://x.com/AV_Investments/status/1948775367730454844) 2025-07-25T16:00Z [--] followers, [--] engagements "@LogicalThesis Im revisiting $BILL thesis. Hard to find companies with more liquidity than this. I was disappointed they didnt buy back stock last quarter. The guidance for [----] will be major for stock movement last years run up started after Q4 release https://seekingalpha.com/article/4731517gt=cfa1408a90f8a70d https://seekingalpha.com/article/4731517gt=cfa1408a90f8a70d" [X Link](https://x.com/AV_Investments/status/1951620979597152668) 2025-08-02T12:27Z [--] followers, [--] engagements "During the first phase (or first half) of Maersk's buyback program Maersk bought 15% of Maersk.B total trading volume $Maersk" [X Link](https://x.com/AV_Investments/status/1952379583694614712) 2025-08-04T14:42Z [--] followers, [--] engagements "@tatin17 are you suggesting they not focus on profits" [X Link](https://x.com/AV_Investments/status/1953440044171055491) 2025-08-07T12:56Z [--] followers, [--] engagements "Maersk Terminal business keeps growing $Maersk" [X Link](https://x.com/AV_Investments/status/1953446591953563891) 2025-08-07T13:22Z [--] followers, [---] engagements "Investment Article Plan: Maersk Gemini Deep Research is 10x better than Perplexity $Maersk $Goog https://g.co/gemini/share/14074b231d70 https://g.co/gemini/share/14074b231d70" [X Link](https://x.com/AV_Investments/status/1954216271513276876) 2025-08-09T16:20Z [--] followers, [--] engagements "$Maersk CEO Q2 [----] transcript: Yes. So I think what we have put in the volume guidance when we have the 2% to 4% is -- the lower end reflects -- so basically both assume a fairly continued sluggish U.S. market for the rest of the year. And then the question is the strength of exports from China to the rest of the world how long and hard is this going to continue It stayed through the full year last year and continued well into this year and is actually the engine behind stronger demand growth. And there is a question here for me whether we are in the process of rebalancing of global trade" [X Link](https://x.com/AV_Investments/status/1954290274789957770) 2025-08-09T21:14Z [--] followers, [--] engagements "$Maersk CEO Q2 [----] transcript: Yes. So I think this is -- for me it's very very clear that with Gemini we can adjust capacity faster in a much more flexible way than we could under the previous network. We can add it back also if the market demands it faster and in a more agile way than we could before which means we can maintain a capacity offered every week much more in line with the actual demand that there is than we were able to before and we can do that with less disruption to customers. And that's pretty -- if you think about it if you have a rotation with [--] different ports and you" [X Link](https://x.com/AV_Investments/status/1954294234309382560) 2025-08-09T21:30Z [--] followers, [--] engagements "$Maersk CEO Q2 [----] transcript: Now we're seeing a different phase and we certainly see an acceleration since '23 of this phase which is China is gaining market share on the world stage not by producing stuff for Western companies but by having their own companies going global. And the example of the EVs and the solar panels and the wind turbines and chemical products and across all verticals the examples are well known and we're seeing more and more Chinese brands across mobile phones and computers and technology and so on more and more are coming through. And this is what is happening right" [X Link](https://x.com/AV_Investments/status/1954295897006682405) 2025-08-09T21:37Z [--] followers, [--] engagements "posting before it dumps tomorrow $maersk" [X Link](https://x.com/AV_Investments/status/1955457197804269628) 2025-08-13T02:31Z [--] followers, [--] engagements "@SFarringtonBKC Great article. $AMRK In precious metals business can triple overnight when the catalyst(s) occur. At that point earnings yield can quickly jump to 20-50% at this valuation" [X Link](https://x.com/AV_Investments/status/1957257402006356394) 2025-08-18T01:45Z [--] followers, [--] engagements "$maersk Average rates Q2-2025: - Maersk: USD 1130/TEU - Hapag: USD 1324/TEU - CMA-CGM: USD 1367/TEU - ZIM: USD 1479/TEU Average rates Q2-2025: - Maersk: USD 1130/TEU - Hapag: USD 1324/TEU - CMA-CGM: USD 1367/TEU - ZIM: USD 1479/TEU" [X Link](https://x.com/AV_Investments/status/1958331638175134037) 2025-08-21T00:53Z [--] followers, [--] engagements "$Maersk interesting. I think the 90% reliability from Gemini attracts more customers or they start charging premium. most volume cheapest and most profitable $ZIM https://t.co/jeCciGsOMI $ZIM https://t.co/jeCciGsOMI" [X Link](https://x.com/AV_Investments/status/1958703175080329357) 2025-08-22T01:30Z [--] followers, [--] engagements "@kingdomcapadv $AMRK https://seekingalpha.com/article/4791448gt=a3460155829b6293 https://seekingalpha.com/article/4791448gt=a3460155829b6293" [X Link](https://x.com/AV_Investments/status/1959068098251669916) 2025-08-23T01:40Z [--] followers, [--] engagements "$BILL Q4 earnings is 8/27 Current share price: $42.33 Current market cap: $4.35b Current EV: $3.9b" [X Link](https://x.com/AV_Investments/status/1959430904960737566) 2025-08-24T01:41Z [--] followers, [--] engagements "current assets $6.8b $bill" [X Link](https://x.com/AV_Investments/status/1959430907795783709) 2025-08-24T01:41Z [--] followers, [--] engagements "if you include SBC FCF yield is approaching 10% for company still growing $bill" [X Link](https://x.com/AV_Investments/status/1959430910161596716) 2025-08-24T01:41Z [--] followers, [--] engagements "Someone else in the world is tracking the $Maersk buyback program. @christankerfund https://t.co/QwHvRgG4bc @christankerfund https://t.co/QwHvRgG4bc" [X Link](https://x.com/AV_Investments/status/1961257131669123418) 2025-08-29T02:38Z [--] followers, [--] engagements "$Maersk buyback is buying 15% of stock free float as part of the $2b program. The buyback program accounts for 15% of daily traded volume of B share. Someday 25%. Maersk holds $18b in cash and cash equivalents. Thats why theres speculation of a buyout and delisting" [X Link](https://x.com/AV_Investments/status/1961257138929475926) 2025-08-29T02:38Z [--] followers, [--] engagements "Last week $Maersk bought 18k B shares. Total volume traded for the week was 109k (18.5% of volume) During phase [--] of the buyback Maersk is averaging 21% of daily volume of B shares being bought by the company" [X Link](https://x.com/AV_Investments/status/1962501002973581736) 2025-09-01T13:01Z [--] followers, [--] engagements "$Maersk relevant news Good meeting Robert Maersk Uggla Chairman Board of Directors A.P. Mller. Discussed imperative of resilient supply chains and developments in Indias green transportation sector. https://t.co/p5lQMGS6sz Good meeting Robert Maersk Uggla Chairman Board of Directors A.P. Mller. Discussed imperative of resilient supply chains and developments in Indias green transportation sector. https://t.co/p5lQMGS6sz" [X Link](https://x.com/AV_Investments/status/1963607588110520502) 2025-09-04T14:18Z [--] followers, [--] engagements "Maersk share buyback $Maersk 3500/18000 volume = 19% of volume" [X Link](https://x.com/AV_Investments/status/1964156346674159737) 2025-09-06T02:38Z [--] followers, [--] engagements "It paid off to buy more $bill at $40 added a lot of $BILL today https://t.co/9mhMiCuOIn added a lot of $BILL today https://t.co/9mhMiCuOIn" [X Link](https://x.com/AV_Investments/status/1965787145035284496) 2025-09-10T14:39Z [--] followers, [--] engagements "$Bill Founder CEO Ren Lacerte" [X Link](https://x.com/AV_Investments/status/1966140324180328840) 2025-09-11T14:02Z [--] followers, [--] engagements "$Bill Founder CEO Ren Lacerte:" [X Link](https://x.com/AV_Investments/status/1966668174457212981) 2025-09-13T01:00Z [--] followers, [--] engagements "more $Bill Founder comments on Bill using AI" [X Link](https://x.com/AV_Investments/status/1966675444649898260) 2025-09-13T01:28Z [--] followers, [--] engagements "$Bill shares outstanding QoQ -1.3%. that's a lot for a company with "high SBC" dilution is mild" [X Link](https://x.com/AV_Investments/status/1966678686507192415) 2025-09-13T01:41Z [--] followers, [--] engagements "$bill funds held for customers grew 9% YoY and 11% QoQ" [X Link](https://x.com/AV_Investments/status/1966682872900686171) 2025-09-13T01:58Z [--] followers, [--] engagements "$bill borrowed $1.4 billion at zero rate if stock price stays below $119/share. current share price is $51 Just found this press release on recent Bill Holdings convertible debt $BILL https://t.co/wVG3n6uyqT Just found this press release on recent Bill Holdings convertible debt $BILL https://t.co/wVG3n6uyqT" [X Link](https://x.com/AV_Investments/status/1966684289602363744) 2025-09-13T02:04Z [--] followers, [--] engagements "$bill founder saying SBC is high because of historically higher stock price. They are paying attention to SBC" [X Link](https://x.com/AV_Investments/status/1966701732261449796) 2025-09-13T03:13Z [--] followers, [--] engagements "important to distinguish difference between debt and lease liabilities because they often get lumped together. $Maersk has net cash position of $15 billion if you exclude lease liabilities $ZIM DEBT vs. LEASES When people look at $ZIM they often confuse debt with leases. Debt means the company borrowed money and owes a fixed lump sum back to the bank plus interest. Theres usually a maturity date and a big repayment hanging over them. Leases on the other https://t.co/oVIDEsRlIU $ZIM DEBT vs. LEASES When people look at $ZIM they often confuse debt with leases. Debt means the company borrowed" [X Link](https://x.com/AV_Investments/status/1967943304953156051) 2025-09-16T13:27Z [--] followers, [--] engagements "The craziest part of this $10 billion Who are these analysts $Maersk $ZIM $ZIM NEWS JUST IN: BOARD OF DIRECTORS SEEKS ADDITIONAL BUYERS TO COUNTER ELI GLIKMANRAMI UNGER BID. CONCERNS RAISED OVER CEO CONFLICT OF INTEREST AS HE LEADS THE COMPANY WHILE PREPARING A TAKEOVER OFFER WITH INCENTIVE TO KEEP SHARE PRICE DOWN. CALCALIST The board of https://t.co/JVu2RgEsOL $ZIM NEWS JUST IN: BOARD OF DIRECTORS SEEKS ADDITIONAL BUYERS TO COUNTER ELI GLIKMANRAMI UNGER BID. CONCERNS RAISED OVER CEO CONFLICT OF INTEREST AS HE LEADS THE COMPANY WHILE PREPARING A TAKEOVER OFFER WITH INCENTIVE TO KEEP SHARE" [X Link](https://x.com/AV_Investments/status/1968873199598284869) 2025-09-19T03:02Z [--] followers, [----] engagements "no position $ZIM could they possibly lose money for a year sure but these assets are trading for [--] cents on the dollar. Maersk is the same deal but at much larger size so i KNOW they will survive any downturn. both priced for bankruptcy" [X Link](https://x.com/AV_Investments/status/1969135409163620670) 2025-09-19T20:24Z [--] followers, [---] engagements "@mr_deepvalue @Anssi_A i would agree that you need to look at Maersk's history. this is net income from the last [--] years. Maersk trading at 7x-8x [----] or [----] net income. maersk is valued at half of book value $Maersk $ZIM" [X Link](https://x.com/AV_Investments/status/1969855068645081547) 2025-09-21T20:03Z [--] followers, [---] engagements "@Sino_Market Freight futures +3.6% $ZIM $Maersk" [X Link](https://x.com/AV_Investments/status/1971021113217163687) 2025-09-25T01:17Z [--] followers, [---] engagements "Last week Maersk bought back 25% of daily traded volume of $Maersk-B shares $Maersk $Zim $AMKBY" [X Link](https://x.com/AV_Investments/status/1972643397031874904) 2025-09-29T12:43Z [--] followers, [----] engagements "Maersk bought 24% of Maersk-B shares' traded volume last week $Maersk $AMKBY Maersk bought 28% of daily traded volume of Maersk-B shares last week $Maersk $AMKBY https://t.co/h2c6I3GXJr Maersk bought 28% of daily traded volume of Maersk-B shares last week $Maersk $AMKBY https://t.co/h2c6I3GXJr" [X Link](https://x.com/AV_Investments/status/1967577768004292803) 2025-09-15T13:14Z [--] followers, [---] engagements "added more $AMKBY at $10.09 avg cost now $8.52" [X Link](https://x.com/AV_Investments/status/1971209175364776344) 2025-09-25T13:44Z [--] followers, [--] engagements "If Maersk sold its Terminal business it would be worth at least $22-25 billion. growing revenue 20% a year and $1.5b last [--] months profit 1.5b x [--] multiple = $30 billion Maersk can ship at breakeven rates and still make money $ZIM $Maersk $AMKBY" [X Link](https://x.com/AV_Investments/status/1971322908984451191) 2025-09-25T21:16Z [--] followers, [----] engagements "maersk short squeeze someday. probably not soon. this short interest is calculated based on all share capital. 15.8M shares when you take shares sold short divided by free float Maersk short interest is close 20% of free float. really significant $Maersk $ZIM $AMKBY Short interest in major Danish stocks: GN Store Nord: 8.5% (most shorted stock in Denmark) $ZEAL: 6.5% (shorts declining) Vestas: 4.8% Mrsk: 4.7% Pandora: 3.8% rsted: 3.8% Novonesis: 2.6% $GMAB: 1.1% $NVO: 0.7% #stocks #Investing Short interest in major Danish stocks: GN Store Nord: 8.5% (most shorted stock in Denmark) $ZEAL: 6.5%" [X Link](https://x.com/AV_Investments/status/1974154620168777932) 2025-10-03T16:48Z [--] followers, [---] engagements "Maersk B shares have a short interest higher than 20% of free float. $maersk $zim $AMKBY" [X Link](https://x.com/AV_Investments/status/1976016545311605245) 2025-10-08T20:07Z [--] followers, [---] engagements "stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares. this buyback program of $2B is likely to be renewed Feb [--] $maersk $zim $amkby https://twitter.com/i/web/status/1979288186221163003 https://twitter.com/i/web/status/1979288186221163003" [X Link](https://x.com/AV_Investments/status/1979288186221163003) 2025-10-17T20:47Z [--] followers, [----] engagements "$AMRK $BILL $AMKBY all report earnings on 11/6 current YTD performance is +14%. thursday will be significant" [X Link](https://x.com/AV_Investments/status/1985462338506375369) 2025-11-03T21:41Z [--] followers, [---] engagements "maersk repurchased 20% of traded volume last week. more buyers than sellers again $maersk $amkby $zim stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares. this buyback program of $2B is likely to be renewed Feb [--] $maersk $zim $amkby https://t.co/2fuwzdGdCz stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares." [X Link](https://x.com/AV_Investments/status/1985466297996435749) 2025-11-03T21:57Z [--] followers, [---] engagements "shipping containers is a commodity until there's differentiation among products $maersk $amkby Hapag-Lloyd en Maersk willen Gemini-diensten duurder maken https://t.co/nQlD9pE4SX Hapag-Lloyd en Maersk willen Gemini-diensten duurder maken https://t.co/nQlD9pE4SX" [X Link](https://x.com/AV_Investments/status/1989345931721109513) 2025-11-14T14:53Z [--] followers, [--] engagements "I post about Maersks share repurchase volume every week because its a big deal. Maersks short interest coupled with the size and duration of the buyback program should cause upward pressure on the stock price. Since the repurchase program started Feb [--] Maersk has acquired 843k B shares. During that same time period the total traded volume has been 4.9M. That means Maersk purchased 17% of all shares traded over the last [--] months. There are laws against buying more than 25% of traded volume because you could manipulate the stock higher. I encourage you to find an example of any company buying" [X Link](https://x.com/anyuser/status/2000400348557480351) 2025-12-15T02:59Z [--] followers, [----] engagements "last week's avg shares repurchased per day = [----] today's volume = [-----] Maersk likely repurchased 30% of traded volume today. lower volume = less sellers Maersk repurchased 13% of traded volume last week (17k shares out of 124k volume) higher traded volume than usual stock up 11% $MAERSK $AMKBY https://t.co/pmoxLNg0MF Maersk repurchased 13% of traded volume last week (17k shares out of 124k volume) higher traded volume than usual stock up 11% $MAERSK $AMKBY https://t.co/pmoxLNg0MF" [X Link](https://x.com/AV_Investments/status/2000966735957041279) 2025-12-16T16:30Z [--] followers, [---] engagements "total B shares Maersk repurchased since Feb [--] = [------] total B share traded volume since Feb [--] = [-------] 17% of traded volume for almost a full year $MAERSK has been buying back shares every week and has bought back over 7% in [----]. Impressive. https://t.co/ewdkYnycPR $MAERSK has been buying back shares every week and has bought back over 7% in [----]. Impressive. https://t.co/ewdkYnycPR" [X Link](https://x.com/AV_Investments/status/2003111707087196619) 2025-12-22T14:33Z [--] followers, [---] engagements "Maersk says it has maintained all trans-Pacific sailings despite tariff trade uncertainty $Maersk $AMKBY https://finance.yahoo.com/news/maersk-says-maintained-trans-pacific-131416129.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/maersk-says-maintained-trans-pacific-131416129.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr" [X Link](https://x.com/AV_Investments/status/1917331504750907776) 2025-04-29T21:33Z [--] followers, [--] engagements "bought more $BILL" [X Link](https://x.com/AV_Investments/status/1954954960681984497) 2025-08-11T17:15Z [--] followers, [---] engagements "$BILL is trading for 25x the interest earned on funds held for customers" [X Link](https://x.com/AV_Investments/status/1954976905708364223) 2025-08-11T18:43Z [--] followers, [---] engagements "added a lot of $BILL today" [X Link](https://x.com/AV_Investments/status/1955364542046933407) 2025-08-12T20:23Z [--] followers, [---] engagements "average cost now $45.36 Q4 earnings release is Aug 27th $BILL" [X Link](https://x.com/AV_Investments/status/1955365368597287387) 2025-08-12T20:26Z [--] followers, [---] engagements "what growth rate does $BILL need to guide for for the stock to not be extremely undervalued if FY2026 revenue growth is 8% YoY which I think is base case then its currently trading for 10x EV / FY26 FCF" [X Link](https://x.com/AV_Investments/status/1955430731196641508) 2025-08-13T00:46Z [--] followers, [---] engagements "how is this a soft guide $bill" [X Link](https://x.com/AV_Investments/status/1964133565249007619) 2025-09-06T01:08Z [--] followers, [--] engagements "A-Mark Precious Metals earnings today Book value/share is $28. $1.75 billion in current assets. Stock valued at $600 million. I do not expect good results but the valuation is still too cheap. Long $AMRK" [X Link](https://x.com/AV_Investments/status/1965396071015952626) 2025-09-09T12:45Z [--] followers, [---] engagements "Add short interest to the list $maersk $ZIM $AMKBY" [X Link](https://x.com/AV_Investments/status/1974185534479348038) 2025-10-03T18:51Z [--] followers, [---] engagements "$AMRK +5% today" [X Link](https://x.com/AV_Investments/status/1976008322559160588) 2025-10-08T19:34Z [--] followers, [--] engagements "$AMRK Added $AMRK A-Mark trading at $500m market cap ($700m EV) while some quarters having +$100m cash flow and holding $500m-750m worth of inventory (precious metals) https://t.co/zOUXAmIHCZ Added $AMRK A-Mark trading at $500m market cap ($700m EV) while some quarters having +$100m cash flow and holding $500m-750m worth of inventory (precious metals) https://t.co/zOUXAmIHCZ" [X Link](https://x.com/AV_Investments/status/1976289343133082001) 2025-10-09T14:11Z [--] followers, [---] engagements "$AMRK volume is key Physical hits +10 https://t.co/081ZAd7bi8 Physical hits +10 https://t.co/081ZAd7bi8" [X Link](https://x.com/AV_Investments/status/1977853402445914215) 2025-10-13T21:46Z [--] followers, [---] engagements "$BILL adding Starboard members to board of directors and holding Investor Day in [----] to discuss path to "Rule of 40"" [X Link](https://x.com/AV_Investments/status/1978806698849517881) 2025-10-16T12:54Z [--] followers, [---] engagements "BILL holdings short interest is above 12% November 6th earnings release. last year Q1 earnings release was the start of 50% run up long $bill" [X Link](https://x.com/AV_Investments/status/1979189306741661802) 2025-10-17T14:14Z [--] followers, [--] engagements "in proxy statement released yesterday $Bill reveals they bought back 1.2% of shares outstanding in [--] days following last earnings release. same thing occurred last year before Q1 earnings when stock ran up long $bill" [X Link](https://x.com/AV_Investments/status/1983141720632983688) 2025-10-28T12:00Z [--] followers, [--] engagements "according to new $BILL executive compensation proxy statement SBC will decrease as % of revenue in [----] and in subsequent years a good sign for shareholders $bill founder saying SBC is high because of historically higher stock price. They are paying attention to SBC https://t.co/NbtoNBoS67 $bill founder saying SBC is high because of historically higher stock price. They are paying attention to SBC https://t.co/NbtoNBoS67" [X Link](https://x.com/AV_Investments/status/1983146796001132839) 2025-10-28T12:20Z [--] followers, [--] engagements "my guess for BILL's Q1 revenue is 297.5M if that's true that will be [--] consecutive quarters growing at 10-11% YoY. BILL is trading at 13x FCF-EV $BILL" [X Link](https://x.com/AV_Investments/status/1986207348562502010) 2025-11-05T23:01Z [--] followers, [--] engagements "Q325 update: terminals grew 11% QoQ and 22% YoY. last 12month earnings = $1.76B If Maersk sold its Terminal business it would be worth at least $22-25 billion. growing revenue 20% a year and $1.5b last [--] months profit 1.5b x [--] multiple = $30 billion Maersk can ship at breakeven rates and still make money $ZIM $Maersk $AMKBY https://t.co/kjrE0O5RkP If Maersk sold its Terminal business it would be worth at least $22-25 billion. growing revenue 20% a year and $1.5b last [--] months profit 1.5b x [--] multiple = $30 billion Maersk can ship at breakeven rates and still make money $ZIM $Maersk $AMKBY" [X Link](https://x.com/AV_Investments/status/1986444058680873188) 2025-11-06T14:42Z [--] followers, [--] engagements "$GOLD $AMRK CEO: Q4 is off to a good start" [X Link](https://x.com/AV_Investments/status/1986639563356315878) 2025-11-07T03:39Z [--] followers, [--] engagements "$GOLD $AMRK CEO: we started making real profits in October" [X Link](https://x.com/AV_Investments/status/1986641894504288471) 2025-11-07T03:48Z [--] followers, [---] engagements "Could mean $100-200M profits for Q4. Thats how DTC goes" [X Link](https://x.com/AV_Investments/status/1986642280262901817) 2025-11-07T03:50Z [--] followers, [--] engagements "$AMRK is becoming $GOLD" [X Link](https://x.com/AV_Investments/status/1986774580690612551) 2025-11-07T12:35Z [--] followers, [--] engagements "if BILL ever trades for $10B again it'll be nice return from here $BILL" [X Link](https://x.com/AV_Investments/status/1986788250065723853) 2025-11-07T13:30Z [--] followers, [--] engagements "A-Mark Precious Metals is rebranding to and changing ticker to $GOLD perfectly encapsulates our identity and the whitespace in front of the business as we fortify our category leadership and work to define the future of precious metals numismatics and other collectibles said Gregory N. Roberts CEO of A-Mark. Golds history as the original store of value goes back generations as does our heritage as a steward of this industry since our founding in [----]. Were thrilled to continue growing and building on this foundation now under this dynamic new name that reflects our forward-thinking and" [X Link](https://x.com/AV_Investments/status/1986836187261145488) 2025-11-07T16:40Z [--] followers, [--] engagements "Great presentation on $BILL Starboard Value released a presentation on $BILL comparing the opportunity for https://t.co/koHMxPfGYV to improv margins on the path to the Rule of [--] vs. prior Starboard engagements with software companies. https://t.co/tEZi3EoNEB https://t.co/TEhTFI3gYA Starboard Value released a presentation on $BILL comparing the opportunity for https://t.co/koHMxPfGYV to improv margins on the path to the Rule of [--] vs. prior Starboard engagements with software companies. https://t.co/tEZi3EoNEB https://t.co/TEhTFI3gYA" [X Link](https://x.com/AV_Investments/status/1987233614946340870) 2025-11-08T18:59Z [--] followers, [--] engagements "$AMRK +7% It still feels way underpriced" [X Link](https://x.com/AV_Investments/status/1988022040809635976) 2025-11-10T23:12Z [--] followers, [---] engagements "$AMRK -4% 🤨 $AMRK +7% It still feels way underpriced https://t.co/iev0MdllBe $AMRK +7% It still feels way underpriced https://t.co/iev0MdllBe" [X Link](https://x.com/AV_Investments/status/1988376253402149190) 2025-11-11T22:40Z [--] followers, [---] engagements "i might be biased but i think $BILL would get offers over $10B for a sale" [X Link](https://x.com/AV_Investments/status/1988605431468773385) 2025-11-12T13:50Z [--] followers, [--] engagements "$BILL up 15% $AMRK $BILL $AMKBY all report earnings on 11/6 current YTD performance is +14%. thursday will be significant https://t.co/DsI4h3UGtO $AMRK $BILL $AMKBY all report earnings on 11/6 current YTD performance is +14%. thursday will be significant https://t.co/DsI4h3UGtO" [X Link](https://x.com/AV_Investments/status/1988638192296206478) 2025-11-12T16:01Z [--] followers, [--] engagements "short % was [----] two weeks ago (Oct 31st)" [X Link](https://x.com/AV_Investments/status/1989356784579141963) 2025-11-14T15:36Z [--] followers, [---] engagements "as of 11/17 short interest % now 5.25%. 23% of free float is sold short" [X Link](https://x.com/AV_Investments/status/1990440732415640014) 2025-11-17T15:23Z [--] followers, [--] engagements "now $BILL short interest is over 14% BILL holdings short interest is above 12% November 6th earnings release. last year Q1 earnings release was the start of 50% run up long $bill https://t.co/2fkmTSeiAl BILL holdings short interest is above 12% November 6th earnings release. last year Q1 earnings release was the start of 50% run up long $bill https://t.co/2fkmTSeiAl" [X Link](https://x.com/AV_Investments/status/1990473619143626770) 2025-11-17T17:34Z [--] followers, [--] engagements "in the ten days between proxy statement and 3rd quarter 10Q $BILL bought 222k shares (.22% of shares outstanding) in proxy statement released yesterday $Bill reveals they bought back 1.2% of shares outstanding in [--] days following last earnings release. same thing occurred last year before Q1 earnings when stock ran up long $bill https://t.co/GawIFmhHMA in proxy statement released yesterday $Bill reveals they bought back 1.2% of shares outstanding in [--] days following last earnings release. same thing occurred last year before Q1 earnings when stock ran up long $bill https://t.co/GawIFmhHMA" [X Link](https://x.com/AV_Investments/status/1991928296154837305) 2025-11-21T17:54Z [--] followers, [--] engagements "Point72 increases $BILL position. now own 5% of shares outstanding. last 13F they held 1.7mil shares. now they have 5mil shares" [X Link](https://x.com/AV_Investments/status/1993069161556435369) 2025-11-24T21:28Z [--] followers, [--] engagements "In the ten days between Oct20th proxy filing and last quarters 10Q Bill Holdings repurchased 222k shares (.22% of shares outstanding)" [X Link](https://x.com/AV_Investments/status/1994376657029984763) 2025-11-28T12:03Z [--] followers, [--] engagements "Steve Cohen and Point72 Asset Management increased stake in Bill Holdings from 1.7M shares to 5M shares. Now hold 5% of shares outstanding" [X Link](https://x.com/AV_Investments/status/1995518747633918351) 2025-12-01T15:41Z [--] followers, [---] engagements "my returns vs "Mag [--] ETF" QQQ" [X Link](https://x.com/AV_Investments/status/2006767459672752344) 2026-01-01T16:40Z [--] followers, [--] engagements "maersk trades for $25B enterprise value $maersk $AMKBY" [X Link](https://x.com/AV_Investments/status/1976288401415602208) 2025-10-09T14:07Z [--] followers, [--] engagements "This is Maersk. An ocean shipping giant trading for .5 book value 6x earnings because guidance in shipping is always conservative and they always beat and raise $maersk $amkby" [X Link](https://x.com/AV_Investments/status/1986222459650027953) 2025-11-06T00:01Z [--] followers, [---] engagements "Maersk repurchased 13% of traded volume last week (17k shares out of 124k volume) higher traded volume than usual stock up 11% $MAERSK $AMKBY" [X Link](https://x.com/AV_Investments/status/2000581830160908306) 2025-12-15T15:00Z [--] followers, [---] engagements "Maersk Line Limited is a major provider of shipping services to the U.S. government and military U.S. Maritime Regulator Weighs Severe Penalties in Escalating Spain Port Probe https://t.co/apqw4GgSjC U.S. Maritime Regulator Weighs Severe Penalties in Escalating Spain Port Probe https://t.co/apqw4GgSjC" [X Link](https://x.com/AV_Investments/status/2002530582404714767) 2025-12-21T00:04Z [--] followers, [---] engagements "China-EU trade is robust 1/2 Yicai: "Chinese exporters have shifted focus to the European market this year as they face pressure from US tariffs. While many have seen strong results the move has also ramped up competition across the region. https://t.co/anlGdB1UwL 1/2 Yicai: "Chinese exporters have shifted focus to the European market this year as they face pressure from US tariffs. While many have seen strong results the move has also ramped up competition across the region. https://t.co/anlGdB1UwL" [X Link](https://x.com/AV_Investments/status/2005357885380038754) 2025-12-28T19:19Z [--] followers, [--] engagements "as of 1-11 short interest is 4.68%. 741k shares much lower than Nov but still high $MAERSK $AMKBY $ZIM" [X Link](https://x.com/AV_Investments/status/2010717504352743804) 2026-01-12T14:16Z [--] followers, [---] engagements "Maersk bought 28% of daily traded volume of Maersk-B shares last week $Maersk $AMKBY" [X Link](https://x.com/AV_Investments/status/1965023201597231105) 2025-09-08T12:03Z [--] followers, [----] engagements "$Maersk $AMKBY" [X Link](https://x.com/AV_Investments/status/1965164836255580317) 2025-09-08T21:26Z [--] followers, [--] engagements "With the low trading volume 20k shares/day and the est. number of shares sold short at 747k Thats a [--] days to cover $maersk $zim $AMKBY" [X Link](https://x.com/AV_Investments/status/1976017711609106573) 2025-10-08T20:11Z [--] followers, [---] engagements "my prediction is FY25 FCF guidance will be $1B tomorrow then in Feb [--] actual will be $3B $maersk $amkby" [X Link](https://x.com/anyuser/status/1986246467015622893) 2025-11-06T01:37Z [--] followers, [---] engagements "✅ $maersk $amkby" [X Link](https://x.com/AV_Investments/status/1986439581567205533) 2025-11-06T14:24Z [--] followers, [--] engagements "ocean freight rates from China to US west coast up 48% week over week $maersk $amkby" [X Link](https://x.com/AV_Investments/status/1986837477529665684) 2025-11-07T16:45Z [--] followers, [---] engagements "as of 11/18 short interest % is 5.36%. 23.8% of Maersk.B free float is sold short" [X Link](https://x.com/AV_Investments/status/1990801747627983139) 2025-11-18T15:18Z [--] followers, [--] engagements "from Oct31st to today Maersk short sold shares went from 747k to 849k shares sold short (849k)/ average daily volume (19170) = [--] days to cover very illiquid stock $maersk $amkby $zim short % was [----] two weeks ago (Oct 31st) https://t.co/jXyO59UREv short % was [----] two weeks ago (Oct 31st) https://t.co/jXyO59UREv" [X Link](https://x.com/AV_Investments/status/1990903413597516034) 2025-11-18T22:02Z [--] followers, [---] engagements "Maersk repurchased [-----] of Maersk.B shares last week 12/1 - 12/5 avg [----] shares/day total traded volume last week was [-----] shares. maersk bought 19.72% of total volume. shares were up 2.7% last week. higher % of volume causes upward pressure on share price" [X Link](https://x.com/AV_Investments/status/1998157740955607394) 2025-12-08T22:28Z [--] followers, [--] engagements "$MAERSK $AMKBY $ZIM" [X Link](https://x.com/AV_Investments/status/2000400350847922488) 2025-12-15T02:59Z [--] followers, [---] engagements "$MAERSK $AMKBY $ZIM" [X Link](https://x.com/AV_Investments/status/2000966816978624771) 2025-12-16T16:30Z [--] followers, [---] engagements "todays volume is dangerously low. repurchase % of volume could be +35% $maersk $amkby last week's avg shares repurchased per day = [----] today's volume = [-----] Maersk likely repurchased 30% of traded volume today. lower volume = less sellers https://t.co/mMxerOFtWh last week's avg shares repurchased per day = [----] today's volume = [-----] Maersk likely repurchased 30% of traded volume today. lower volume = less sellers https://t.co/mMxerOFtWh" [X Link](https://x.com/AV_Investments/status/2001661311030301098) 2025-12-18T14:30Z [--] followers, [--] engagements "The story gets better $maersk $amkby" [X Link](https://x.com/AV_Investments/status/2002536096866160995) 2025-12-21T00:26Z [--] followers, [--] engagements "@Sino_Market Huge move $MAERSK $AMKBY" [X Link](https://x.com/AV_Investments/status/2003039622994280778) 2025-12-22T09:47Z [--] followers, [--] engagements "$MAERSK $AMKBY" [X Link](https://x.com/AV_Investments/status/2003124904728916243) 2025-12-22T15:26Z [--] followers, [--] engagements "$MAERSK $AMKBY" [X Link](https://x.com/AV_Investments/status/2005358121120883112) 2025-12-28T19:20Z [--] followers, [--] engagements "2025 review" [X Link](https://x.com/AV_Investments/status/2006750670800744548) 2026-01-01T15:33Z [--] followers, [---] engagements "current portfolio $AMKBY $BILL $GOLD" [X Link](https://x.com/AV_Investments/status/2006750673313083903) 2026-01-01T15:33Z [--] followers, [--] engagements "maersk repurchased 24% of traded volume last week. more buyers than sellers $maersk $amkby $zim stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares. this buyback program of $2B is likely to be renewed Feb [--] $maersk $zim $amkby https://t.co/2fuwzdGdCz stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares. this" [X Link](https://x.com/AV_Investments/status/1982929287012610055) 2025-10-27T21:55Z [--] followers, [---] engagements "$maersk $amkby $zim" [X Link](https://x.com/AV_Investments/status/1998192382026609052) 2025-12-09T00:46Z [--] followers, [---] engagements "@christankerfund Approx 50k more shares sold short 765k shares" [X Link](https://x.com/AV_Investments/status/2013623473155740091) 2026-01-20T14:43Z [--] followers, [--] engagements "Danish FSA: Maersk short position increased to 5.17% of all share capital source: https://oam.finanstilsynet.dk/#/stats-and-extracts-most-shorted-danish-shares https://oam.finanstilsynet.dk/#/stats-and-extracts-most-shorted-danish-shares" [X Link](https://x.com/AV_Investments/status/1989356071883006050) 2025-11-14T15:33Z [--] followers, [--] engagements "this means shares sold short is 819k shares. around 22% of Maersk.B free float 15.8M shares * 5.17% = 819k shares" [X Link](https://x.com/AV_Investments/status/1989356077385912819) 2025-11-14T15:33Z [--] followers, [--] engagements "I think $3B-$4B free cash flow feels right @Chuckyb22074706 @christankerfund $MAERSK" [X Link](https://x.com/anyuser/status/2006359266542920146) 2025-12-31T13:38Z [--] followers, [---] engagements "$MAERSK 50k less shares sold short this week. stock up 8.5% this week" [X Link](https://x.com/anyuser/status/2017283675814035456) 2026-01-30T17:08Z [--] followers, [--] engagements "@Chuckyb22074706 @christankerfund $4b is best case but my prediction is $3b FCF. (For the year) Announce another $2b share repurchase. At least $1b dividend" [X Link](https://x.com/anyuser/status/2018127370062885185) 2026-02-02T01:00Z [--] followers, [--] engagements "30k less shares sold short than friday down to 700k shares sold short now $MAERSK $ZIM" [X Link](https://x.com/anyuser/status/2018349810206625926) 2026-02-02T15:44Z [--] followers, [---] engagements "$GOLD $BILL $MAERSK report on 2/5" [X Link](https://x.com/anyuser/status/2018352314935923192) 2026-02-02T15:54Z [--] followers, [--] engagements "The implementation will be carried out in a way that keeps disruption for customers to a minimum upholding the Gemini Cooperations trademark of industryleading schedule reliability. $MAERSK" [X Link](https://x.com/anyuser/status/2018672823841988789) 2026-02-03T13:08Z [--] followers, [---] engagements "$MAERSK down 3% on this news Something tells me short interest goes higher" [X Link](https://x.com/anyuser/status/2018673151526232185) 2026-02-03T13:09Z [--] followers, [--] engagements "Today its Tether wonder whos next WOAH $GOLD https://t.co/9NvJ5rVO1t WOAH $GOLD https://t.co/9NvJ5rVO1t" [X Link](https://x.com/anyuser/status/2019623142881366483) 2026-02-06T04:04Z [--] followers, [---] engagements "I post about Maersks share repurchase volume every week because its a big deal. Maersks short interest coupled with the size and duration of the buyback program should cause upward pressure on the stock price. Since the repurchase program started Feb [--] Maersk has acquired 843k B shares. During that same time period the total traded volume has been 4.9M. That means Maersk purchased 17% of all shares traded over the last [--] months. There are laws against buying more than 25% of traded volume because you could manipulate the stock higher. I encourage you to find an example of any company buying" [X Link](https://x.com/anyuser/status/2000400348557480351) 2025-12-15T02:59Z [--] followers, [----] engagements "$MAERSK https://finance.yahoo.com/news/xeneta-peter-sand-ocean-air-164500308.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/xeneta-peter-sand-ocean-air-164500308.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr" [X Link](https://x.com/anyuser/status/2020951209260220471) 2026-02-09T20:01Z [--] followers, [--] engagements "$MAERSK US URGES SHIPS TO AVOID IRAN IN HORMUZ STRAIT The U.S. advised American-flagged ships to steer clear of Iranian waters in the Strait of Hormuz after a vessel was harassed last week. Iranian forces have used small boats and helicopters to board or push ships into Iranian US URGES SHIPS TO AVOID IRAN IN HORMUZ STRAIT The U.S. advised American-flagged ships to steer clear of Iranian waters in the Strait of Hormuz after a vessel was harassed last week. Iranian forces have used small boats and helicopters to board or push ships into Iranian" [X Link](https://x.com/anyuser/status/2020943297704067124) 2026-02-09T19:30Z [--] followers, [--] engagements "US URGES SHIPS TO AVOID IRAN IN HORMUZ STRAIT The U.S. advised American-flagged ships to steer clear of Iranian waters in the Strait of Hormuz after a vessel was harassed last week. Iranian forces have used small boats and helicopters to board or push ships into Iranian territory most recently on Feb. [--] [----]. The U.S. recommends vessels stay near Omans waters and as far from Iran as safely possible keeping this key oil trade route secure. https://twitter.com/i/web/status/2020881767561859247 https://twitter.com/i/web/status/2020881767561859247" [X Link](https://x.com/anyuser/status/2020881767561859247) 2026-02-09T15:25Z 1.2M followers, 93.4K engagements "$GOLD $BILL $MAERSK report on 2/5" [X Link](https://x.com/anyuser/status/2018352314935923192) 2026-02-02T15:54Z [--] followers, [--] engagements "Bill .com has tested me $BILL" [X Link](https://x.com/anyuser/status/2007285305007845780) 2026-01-03T02:58Z [--] followers, [---] engagements "Someone else is following along $GOLD Tether buys gold. Tether buys https://t.co/lTAXcoel91 US buys tether. Watch Tether buys gold. Tether buys https://t.co/lTAXcoel91 US buys tether. Watch" [X Link](https://x.com/anyuser/status/2019911280899838204) 2026-02-06T23:09Z [--] followers, [--] engagements "Tether buys gold. Tether buys US buys tether. Watch http://gold.com http://gold.com" [X Link](https://x.com/anyuser/status/2019568880394596610) 2026-02-06T00:28Z 42.1K followers, 36.6K engagements "Pretty sure X algorithm thinks Im a bot because I tweet cashtag $BILL" [X Link](https://x.com/anyuser/status/2019910101738328509) 2026-02-06T23:04Z [--] followers, [--] engagements "Today its Tether wonder whos next WOAH $GOLD https://t.co/9NvJ5rVO1t WOAH $GOLD https://t.co/9NvJ5rVO1t" [X Link](https://x.com/anyuser/status/2019623142881366483) 2026-02-06T04:04Z [--] followers, [---] engagements "Huge $Bill Core revenue accelerating https://t.co/sJ48ykbzIQ $Bill Core revenue accelerating https://t.co/sJ48ykbzIQ" [X Link](https://x.com/anyuser/status/2019598116950065322) 2026-02-06T02:24Z [--] followers, [--] engagements "$Bill Core revenue accelerating" [X Link](https://x.com/anyuser/status/2019522885312999830) 2026-02-05T21:25Z [---] followers, [----] engagements "Gold. com CEO" [X Link](https://x.com/anyuser/status/2019596067965460668) 2026-02-06T02:16Z [--] followers, [--] engagements "$6.4 billion in revenue last quarter" [X Link](https://x.com/anyuser/status/2019519851753275492) 2026-02-05T21:13Z [--] followers, [--] engagements "$BILL trades for $3.2B EV right now" [X Link](https://x.com/anyuser/status/2019058704801218912) 2026-02-04T14:41Z [--] followers, [--] engagements "The implementation will be carried out in a way that keeps disruption for customers to a minimum upholding the Gemini Cooperations trademark of industryleading schedule reliability. $MAERSK" [X Link](https://x.com/anyuser/status/2018672823841988789) 2026-02-03T13:08Z [--] followers, [---] engagements "$MAERSK down 3% on this news Something tells me short interest goes higher" [X Link](https://x.com/anyuser/status/2018673151526232185) 2026-02-03T13:09Z [--] followers, [--] engagements "$MAERSK 50k less shares sold short this week. stock up 8.5% this week" [X Link](https://x.com/anyuser/status/2017283675814035456) 2026-01-30T17:08Z [--] followers, [--] engagements "30k less shares sold short than friday down to 700k shares sold short now $MAERSK $ZIM" [X Link](https://x.com/anyuser/status/2018349810206625926) 2026-02-02T15:44Z [--] followers, [---] engagements "my prediction is FY25 FCF guidance will be $1B tomorrow then in Feb [--] actual will be $3B $maersk $amkby" [X Link](https://x.com/anyuser/status/1986246467015622893) 2025-11-06T01:37Z [--] followers, [---] engagements "I think $3B-$4B free cash flow feels right @Chuckyb22074706 @christankerfund $MAERSK" [X Link](https://x.com/anyuser/status/2006359266542920146) 2025-12-31T13:38Z [--] followers, [---] engagements "@Chuckyb22074706 @christankerfund $4b is best case but my prediction is $3b FCF. (For the year) Announce another $2b share repurchase. At least $1b dividend" [X Link](https://x.com/anyuser/status/2018127370062885185) 2026-02-02T01:00Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AV_Investments AV InvestmentAV Investment posts on X about $maersk, $bill, $amkby, $zim the most. They currently have [---------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance stocks countries technology brands currencies social networks
Social topic influence $maersk #1, $bill, $amkby #1, $zim #13, $amrk, gold, $gold, short interest, $2b, daily
Top accounts mentioned or mentioned by @christankerfund @chuckyb22074706 @sinomarket @martinshkreli @danielbraden18 @logicalthesis @tatin17 @sfarringtonbkc @kingdomcapadv @mrdeepvalue @anssia
Top assets mentioned Bill.com Holdings, Inc. (BILL) ZIM Integrated Shipping Services Ltd. (ZIM) Barrick Gold Corp. (GOLD) YELP INC. (YELP) Alphabet Inc Class A (GOOGL) Novo-Nordisk (NVO)
Top posts by engagements in the last [--] hours
"Cash and ST investments: $1.6b [----] Revenue Growth: +15% [----] Total Payment Volume: $292b Bill Holdings traded close to $4.1B Enterprise Value [--] months ago. Upcoming earnings release on 11/7. $BILL"
X Link 2024-11-04T21:57Z [--] followers, [--] engagements
"Here is my recent article on $YELP https://seekingalpha.com/article/4743477-yelp-inc-proven-advertiser-at-compelling-price https://seekingalpha.com/article/4743477-yelp-inc-proven-advertiser-at-compelling-price"
X Link 2024-12-23T21:07Z [--] followers, [--] engagements
"Check out my article on NetEase Inc. $NTES - The developer of newly released Marvel Rivals is trading at a cheap valuation despite the successful launch of their popular title in December. - NetEase is trading at an 8.8x TTM free cash flow to enterprise value. - As of Q3 [----] NetEase had $18.6 billion in cash and short-term investments with less than $1.6 billion in debt. https://seekingalpha.com/article/4746163-netease-chinese-stock-right-industry-at-the-right-price https://seekingalpha.com/article/4746163-netease-chinese-stock-right-industry-at-the-right-price"
X Link 2024-12-27T02:16Z [--] followers, [--] engagements
"$MAERSK https://seekingalpha.com/article/4736346gt=008d84664ea1d80c https://seekingalpha.com/article/4736346gt=008d84664ea1d80c"
X Link 2025-01-07T22:17Z [--] followers, [--] engagements
"Whats book value @MartinShkreli The most you should pay for a company"
X Link 2025-01-07T22:22Z [--] followers, [--] engagements
"Maersk ER on Thursday. Still trading for $23b market cap with $22b in cash and ST investments. $MAERSK"
X Link 2025-02-04T16:03Z [--] followers, [---] engagements
"Bought more Bill Holdings this week. $BILL"
X Link 2025-03-08T02:24Z [--] followers, [----] engagements
"@christankerfund @danielbraden18 Is this answer for Zim or both Maersk and Zim"
X Link 2025-03-21T02:06Z [--] followers, [--] engagements
"More than doubled my position in $BILL in the $40-$50/share range"
X Link 2025-04-10T21:16Z [--] followers, [--] engagements
"My portfolio is down 16% YTD Bought more $Maersk and $BILL as they fell. Both are still under-valued in my opinion. More than doubled my position in $BILL in the $40-$50/share range. https://t.co/TPWvh4p5PY More than doubled my position in $BILL in the $40-$50/share range. https://t.co/TPWvh4p5PY"
X Link 2025-04-10T22:44Z [--] followers, [--] engagements
"Can both get cheaper Yes $Maersk $BILL"
X Link 2025-04-11T01:45Z [--] followers, [--] engagements
"Just found this press release on recent Bill Holdings convertible debt $BILL"
X Link 2025-04-21T01:56Z [--] followers, [--] engagements
"Added $AMRK A-Mark trading at $500m market cap ($700m EV) while some quarters having +$100m cash flow and holding $500m-750m worth of inventory (precious metals)"
X Link 2025-05-27T21:48Z [--] followers, [---] engagements
"An argument could be made that Maersk's terminal business is worth +$20b $Maersk"
X Link 2025-07-25T13:20Z [--] followers, [--] engagements
"@christankerfund Almost daily 20% of Maersk.B daily trading volume is being purchased in the buyback program that helps a lot $Maersk"
X Link 2025-07-25T16:00Z [--] followers, [--] engagements
"@LogicalThesis Im revisiting $BILL thesis. Hard to find companies with more liquidity than this. I was disappointed they didnt buy back stock last quarter. The guidance for [----] will be major for stock movement last years run up started after Q4 release https://seekingalpha.com/article/4731517gt=cfa1408a90f8a70d https://seekingalpha.com/article/4731517gt=cfa1408a90f8a70d"
X Link 2025-08-02T12:27Z [--] followers, [--] engagements
"During the first phase (or first half) of Maersk's buyback program Maersk bought 15% of Maersk.B total trading volume $Maersk"
X Link 2025-08-04T14:42Z [--] followers, [--] engagements
"@tatin17 are you suggesting they not focus on profits"
X Link 2025-08-07T12:56Z [--] followers, [--] engagements
"Maersk Terminal business keeps growing $Maersk"
X Link 2025-08-07T13:22Z [--] followers, [---] engagements
"Investment Article Plan: Maersk Gemini Deep Research is 10x better than Perplexity $Maersk $Goog https://g.co/gemini/share/14074b231d70 https://g.co/gemini/share/14074b231d70"
X Link 2025-08-09T16:20Z [--] followers, [--] engagements
"$Maersk CEO Q2 [----] transcript: Yes. So I think what we have put in the volume guidance when we have the 2% to 4% is -- the lower end reflects -- so basically both assume a fairly continued sluggish U.S. market for the rest of the year. And then the question is the strength of exports from China to the rest of the world how long and hard is this going to continue It stayed through the full year last year and continued well into this year and is actually the engine behind stronger demand growth. And there is a question here for me whether we are in the process of rebalancing of global trade"
X Link 2025-08-09T21:14Z [--] followers, [--] engagements
"$Maersk CEO Q2 [----] transcript: Yes. So I think this is -- for me it's very very clear that with Gemini we can adjust capacity faster in a much more flexible way than we could under the previous network. We can add it back also if the market demands it faster and in a more agile way than we could before which means we can maintain a capacity offered every week much more in line with the actual demand that there is than we were able to before and we can do that with less disruption to customers. And that's pretty -- if you think about it if you have a rotation with [--] different ports and you"
X Link 2025-08-09T21:30Z [--] followers, [--] engagements
"$Maersk CEO Q2 [----] transcript: Now we're seeing a different phase and we certainly see an acceleration since '23 of this phase which is China is gaining market share on the world stage not by producing stuff for Western companies but by having their own companies going global. And the example of the EVs and the solar panels and the wind turbines and chemical products and across all verticals the examples are well known and we're seeing more and more Chinese brands across mobile phones and computers and technology and so on more and more are coming through. And this is what is happening right"
X Link 2025-08-09T21:37Z [--] followers, [--] engagements
"posting before it dumps tomorrow $maersk"
X Link 2025-08-13T02:31Z [--] followers, [--] engagements
"@SFarringtonBKC Great article. $AMRK In precious metals business can triple overnight when the catalyst(s) occur. At that point earnings yield can quickly jump to 20-50% at this valuation"
X Link 2025-08-18T01:45Z [--] followers, [--] engagements
"$maersk Average rates Q2-2025: - Maersk: USD 1130/TEU - Hapag: USD 1324/TEU - CMA-CGM: USD 1367/TEU - ZIM: USD 1479/TEU Average rates Q2-2025: - Maersk: USD 1130/TEU - Hapag: USD 1324/TEU - CMA-CGM: USD 1367/TEU - ZIM: USD 1479/TEU"
X Link 2025-08-21T00:53Z [--] followers, [--] engagements
"$Maersk interesting. I think the 90% reliability from Gemini attracts more customers or they start charging premium. most volume cheapest and most profitable $ZIM https://t.co/jeCciGsOMI $ZIM https://t.co/jeCciGsOMI"
X Link 2025-08-22T01:30Z [--] followers, [--] engagements
"@kingdomcapadv $AMRK https://seekingalpha.com/article/4791448gt=a3460155829b6293 https://seekingalpha.com/article/4791448gt=a3460155829b6293"
X Link 2025-08-23T01:40Z [--] followers, [--] engagements
"$BILL Q4 earnings is 8/27 Current share price: $42.33 Current market cap: $4.35b Current EV: $3.9b"
X Link 2025-08-24T01:41Z [--] followers, [--] engagements
"current assets $6.8b $bill"
X Link 2025-08-24T01:41Z [--] followers, [--] engagements
"if you include SBC FCF yield is approaching 10% for company still growing $bill"
X Link 2025-08-24T01:41Z [--] followers, [--] engagements
"Someone else in the world is tracking the $Maersk buyback program. @christankerfund https://t.co/QwHvRgG4bc @christankerfund https://t.co/QwHvRgG4bc"
X Link 2025-08-29T02:38Z [--] followers, [--] engagements
"$Maersk buyback is buying 15% of stock free float as part of the $2b program. The buyback program accounts for 15% of daily traded volume of B share. Someday 25%. Maersk holds $18b in cash and cash equivalents. Thats why theres speculation of a buyout and delisting"
X Link 2025-08-29T02:38Z [--] followers, [--] engagements
"Last week $Maersk bought 18k B shares. Total volume traded for the week was 109k (18.5% of volume) During phase [--] of the buyback Maersk is averaging 21% of daily volume of B shares being bought by the company"
X Link 2025-09-01T13:01Z [--] followers, [--] engagements
"$Maersk relevant news Good meeting Robert Maersk Uggla Chairman Board of Directors A.P. Mller. Discussed imperative of resilient supply chains and developments in Indias green transportation sector. https://t.co/p5lQMGS6sz Good meeting Robert Maersk Uggla Chairman Board of Directors A.P. Mller. Discussed imperative of resilient supply chains and developments in Indias green transportation sector. https://t.co/p5lQMGS6sz"
X Link 2025-09-04T14:18Z [--] followers, [--] engagements
"Maersk share buyback $Maersk 3500/18000 volume = 19% of volume"
X Link 2025-09-06T02:38Z [--] followers, [--] engagements
"It paid off to buy more $bill at $40 added a lot of $BILL today https://t.co/9mhMiCuOIn added a lot of $BILL today https://t.co/9mhMiCuOIn"
X Link 2025-09-10T14:39Z [--] followers, [--] engagements
"$Bill Founder CEO Ren Lacerte"
X Link 2025-09-11T14:02Z [--] followers, [--] engagements
"$Bill Founder CEO Ren Lacerte:"
X Link 2025-09-13T01:00Z [--] followers, [--] engagements
"more $Bill Founder comments on Bill using AI"
X Link 2025-09-13T01:28Z [--] followers, [--] engagements
"$Bill shares outstanding QoQ -1.3%. that's a lot for a company with "high SBC" dilution is mild"
X Link 2025-09-13T01:41Z [--] followers, [--] engagements
"$bill funds held for customers grew 9% YoY and 11% QoQ"
X Link 2025-09-13T01:58Z [--] followers, [--] engagements
"$bill borrowed $1.4 billion at zero rate if stock price stays below $119/share. current share price is $51 Just found this press release on recent Bill Holdings convertible debt $BILL https://t.co/wVG3n6uyqT Just found this press release on recent Bill Holdings convertible debt $BILL https://t.co/wVG3n6uyqT"
X Link 2025-09-13T02:04Z [--] followers, [--] engagements
"$bill founder saying SBC is high because of historically higher stock price. They are paying attention to SBC"
X Link 2025-09-13T03:13Z [--] followers, [--] engagements
"important to distinguish difference between debt and lease liabilities because they often get lumped together. $Maersk has net cash position of $15 billion if you exclude lease liabilities $ZIM DEBT vs. LEASES When people look at $ZIM they often confuse debt with leases. Debt means the company borrowed money and owes a fixed lump sum back to the bank plus interest. Theres usually a maturity date and a big repayment hanging over them. Leases on the other https://t.co/oVIDEsRlIU $ZIM DEBT vs. LEASES When people look at $ZIM they often confuse debt with leases. Debt means the company borrowed"
X Link 2025-09-16T13:27Z [--] followers, [--] engagements
"The craziest part of this $10 billion Who are these analysts $Maersk $ZIM $ZIM NEWS JUST IN: BOARD OF DIRECTORS SEEKS ADDITIONAL BUYERS TO COUNTER ELI GLIKMANRAMI UNGER BID. CONCERNS RAISED OVER CEO CONFLICT OF INTEREST AS HE LEADS THE COMPANY WHILE PREPARING A TAKEOVER OFFER WITH INCENTIVE TO KEEP SHARE PRICE DOWN. CALCALIST The board of https://t.co/JVu2RgEsOL $ZIM NEWS JUST IN: BOARD OF DIRECTORS SEEKS ADDITIONAL BUYERS TO COUNTER ELI GLIKMANRAMI UNGER BID. CONCERNS RAISED OVER CEO CONFLICT OF INTEREST AS HE LEADS THE COMPANY WHILE PREPARING A TAKEOVER OFFER WITH INCENTIVE TO KEEP SHARE"
X Link 2025-09-19T03:02Z [--] followers, [----] engagements
"no position $ZIM could they possibly lose money for a year sure but these assets are trading for [--] cents on the dollar. Maersk is the same deal but at much larger size so i KNOW they will survive any downturn. both priced for bankruptcy"
X Link 2025-09-19T20:24Z [--] followers, [---] engagements
"@mr_deepvalue @Anssi_A i would agree that you need to look at Maersk's history. this is net income from the last [--] years. Maersk trading at 7x-8x [----] or [----] net income. maersk is valued at half of book value $Maersk $ZIM"
X Link 2025-09-21T20:03Z [--] followers, [---] engagements
"@Sino_Market Freight futures +3.6% $ZIM $Maersk"
X Link 2025-09-25T01:17Z [--] followers, [---] engagements
"Last week Maersk bought back 25% of daily traded volume of $Maersk-B shares $Maersk $Zim $AMKBY"
X Link 2025-09-29T12:43Z [--] followers, [----] engagements
"Maersk bought 24% of Maersk-B shares' traded volume last week $Maersk $AMKBY Maersk bought 28% of daily traded volume of Maersk-B shares last week $Maersk $AMKBY https://t.co/h2c6I3GXJr Maersk bought 28% of daily traded volume of Maersk-B shares last week $Maersk $AMKBY https://t.co/h2c6I3GXJr"
X Link 2025-09-15T13:14Z [--] followers, [---] engagements
"added more $AMKBY at $10.09 avg cost now $8.52"
X Link 2025-09-25T13:44Z [--] followers, [--] engagements
"If Maersk sold its Terminal business it would be worth at least $22-25 billion. growing revenue 20% a year and $1.5b last [--] months profit 1.5b x [--] multiple = $30 billion Maersk can ship at breakeven rates and still make money $ZIM $Maersk $AMKBY"
X Link 2025-09-25T21:16Z [--] followers, [----] engagements
"maersk short squeeze someday. probably not soon. this short interest is calculated based on all share capital. 15.8M shares when you take shares sold short divided by free float Maersk short interest is close 20% of free float. really significant $Maersk $ZIM $AMKBY Short interest in major Danish stocks: GN Store Nord: 8.5% (most shorted stock in Denmark) $ZEAL: 6.5% (shorts declining) Vestas: 4.8% Mrsk: 4.7% Pandora: 3.8% rsted: 3.8% Novonesis: 2.6% $GMAB: 1.1% $NVO: 0.7% #stocks #Investing Short interest in major Danish stocks: GN Store Nord: 8.5% (most shorted stock in Denmark) $ZEAL: 6.5%"
X Link 2025-10-03T16:48Z [--] followers, [---] engagements
"Maersk B shares have a short interest higher than 20% of free float. $maersk $zim $AMKBY"
X Link 2025-10-08T20:07Z [--] followers, [---] engagements
"stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares. this buyback program of $2B is likely to be renewed Feb [--] $maersk $zim $amkby https://twitter.com/i/web/status/1979288186221163003 https://twitter.com/i/web/status/1979288186221163003"
X Link 2025-10-17T20:47Z [--] followers, [----] engagements
"$AMRK $BILL $AMKBY all report earnings on 11/6 current YTD performance is +14%. thursday will be significant"
X Link 2025-11-03T21:41Z [--] followers, [---] engagements
"maersk repurchased 20% of traded volume last week. more buyers than sellers again $maersk $amkby $zim stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares. this buyback program of $2B is likely to be renewed Feb [--] $maersk $zim $amkby https://t.co/2fuwzdGdCz stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares."
X Link 2025-11-03T21:57Z [--] followers, [---] engagements
"shipping containers is a commodity until there's differentiation among products $maersk $amkby Hapag-Lloyd en Maersk willen Gemini-diensten duurder maken https://t.co/nQlD9pE4SX Hapag-Lloyd en Maersk willen Gemini-diensten duurder maken https://t.co/nQlD9pE4SX"
X Link 2025-11-14T14:53Z [--] followers, [--] engagements
"I post about Maersks share repurchase volume every week because its a big deal. Maersks short interest coupled with the size and duration of the buyback program should cause upward pressure on the stock price. Since the repurchase program started Feb [--] Maersk has acquired 843k B shares. During that same time period the total traded volume has been 4.9M. That means Maersk purchased 17% of all shares traded over the last [--] months. There are laws against buying more than 25% of traded volume because you could manipulate the stock higher. I encourage you to find an example of any company buying"
X Link 2025-12-15T02:59Z [--] followers, [----] engagements
"last week's avg shares repurchased per day = [----] today's volume = [-----] Maersk likely repurchased 30% of traded volume today. lower volume = less sellers Maersk repurchased 13% of traded volume last week (17k shares out of 124k volume) higher traded volume than usual stock up 11% $MAERSK $AMKBY https://t.co/pmoxLNg0MF Maersk repurchased 13% of traded volume last week (17k shares out of 124k volume) higher traded volume than usual stock up 11% $MAERSK $AMKBY https://t.co/pmoxLNg0MF"
X Link 2025-12-16T16:30Z [--] followers, [---] engagements
"total B shares Maersk repurchased since Feb [--] = [------] total B share traded volume since Feb [--] = [-------] 17% of traded volume for almost a full year $MAERSK has been buying back shares every week and has bought back over 7% in [----]. Impressive. https://t.co/ewdkYnycPR $MAERSK has been buying back shares every week and has bought back over 7% in [----]. Impressive. https://t.co/ewdkYnycPR"
X Link 2025-12-22T14:33Z [--] followers, [---] engagements
"Maersk says it has maintained all trans-Pacific sailings despite tariff trade uncertainty $Maersk $AMKBY https://finance.yahoo.com/news/maersk-says-maintained-trans-pacific-131416129.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/maersk-says-maintained-trans-pacific-131416129.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2025-04-29T21:33Z [--] followers, [--] engagements
"bought more $BILL"
X Link 2025-08-11T17:15Z [--] followers, [---] engagements
"$BILL is trading for 25x the interest earned on funds held for customers"
X Link 2025-08-11T18:43Z [--] followers, [---] engagements
"added a lot of $BILL today"
X Link 2025-08-12T20:23Z [--] followers, [---] engagements
"average cost now $45.36 Q4 earnings release is Aug 27th $BILL"
X Link 2025-08-12T20:26Z [--] followers, [---] engagements
"what growth rate does $BILL need to guide for for the stock to not be extremely undervalued if FY2026 revenue growth is 8% YoY which I think is base case then its currently trading for 10x EV / FY26 FCF"
X Link 2025-08-13T00:46Z [--] followers, [---] engagements
"how is this a soft guide $bill"
X Link 2025-09-06T01:08Z [--] followers, [--] engagements
"A-Mark Precious Metals earnings today Book value/share is $28. $1.75 billion in current assets. Stock valued at $600 million. I do not expect good results but the valuation is still too cheap. Long $AMRK"
X Link 2025-09-09T12:45Z [--] followers, [---] engagements
"Add short interest to the list $maersk $ZIM $AMKBY"
X Link 2025-10-03T18:51Z [--] followers, [---] engagements
"$AMRK +5% today"
X Link 2025-10-08T19:34Z [--] followers, [--] engagements
"$AMRK Added $AMRK A-Mark trading at $500m market cap ($700m EV) while some quarters having +$100m cash flow and holding $500m-750m worth of inventory (precious metals) https://t.co/zOUXAmIHCZ Added $AMRK A-Mark trading at $500m market cap ($700m EV) while some quarters having +$100m cash flow and holding $500m-750m worth of inventory (precious metals) https://t.co/zOUXAmIHCZ"
X Link 2025-10-09T14:11Z [--] followers, [---] engagements
"$AMRK volume is key Physical hits +10 https://t.co/081ZAd7bi8 Physical hits +10 https://t.co/081ZAd7bi8"
X Link 2025-10-13T21:46Z [--] followers, [---] engagements
"$BILL adding Starboard members to board of directors and holding Investor Day in [----] to discuss path to "Rule of 40""
X Link 2025-10-16T12:54Z [--] followers, [---] engagements
"BILL holdings short interest is above 12% November 6th earnings release. last year Q1 earnings release was the start of 50% run up long $bill"
X Link 2025-10-17T14:14Z [--] followers, [--] engagements
"in proxy statement released yesterday $Bill reveals they bought back 1.2% of shares outstanding in [--] days following last earnings release. same thing occurred last year before Q1 earnings when stock ran up long $bill"
X Link 2025-10-28T12:00Z [--] followers, [--] engagements
"according to new $BILL executive compensation proxy statement SBC will decrease as % of revenue in [----] and in subsequent years a good sign for shareholders $bill founder saying SBC is high because of historically higher stock price. They are paying attention to SBC https://t.co/NbtoNBoS67 $bill founder saying SBC is high because of historically higher stock price. They are paying attention to SBC https://t.co/NbtoNBoS67"
X Link 2025-10-28T12:20Z [--] followers, [--] engagements
"my guess for BILL's Q1 revenue is 297.5M if that's true that will be [--] consecutive quarters growing at 10-11% YoY. BILL is trading at 13x FCF-EV $BILL"
X Link 2025-11-05T23:01Z [--] followers, [--] engagements
"Q325 update: terminals grew 11% QoQ and 22% YoY. last 12month earnings = $1.76B If Maersk sold its Terminal business it would be worth at least $22-25 billion. growing revenue 20% a year and $1.5b last [--] months profit 1.5b x [--] multiple = $30 billion Maersk can ship at breakeven rates and still make money $ZIM $Maersk $AMKBY https://t.co/kjrE0O5RkP If Maersk sold its Terminal business it would be worth at least $22-25 billion. growing revenue 20% a year and $1.5b last [--] months profit 1.5b x [--] multiple = $30 billion Maersk can ship at breakeven rates and still make money $ZIM $Maersk $AMKBY"
X Link 2025-11-06T14:42Z [--] followers, [--] engagements
"$GOLD $AMRK CEO: Q4 is off to a good start"
X Link 2025-11-07T03:39Z [--] followers, [--] engagements
"$GOLD $AMRK CEO: we started making real profits in October"
X Link 2025-11-07T03:48Z [--] followers, [---] engagements
"Could mean $100-200M profits for Q4. Thats how DTC goes"
X Link 2025-11-07T03:50Z [--] followers, [--] engagements
"$AMRK is becoming $GOLD"
X Link 2025-11-07T12:35Z [--] followers, [--] engagements
"if BILL ever trades for $10B again it'll be nice return from here $BILL"
X Link 2025-11-07T13:30Z [--] followers, [--] engagements
"A-Mark Precious Metals is rebranding to and changing ticker to $GOLD perfectly encapsulates our identity and the whitespace in front of the business as we fortify our category leadership and work to define the future of precious metals numismatics and other collectibles said Gregory N. Roberts CEO of A-Mark. Golds history as the original store of value goes back generations as does our heritage as a steward of this industry since our founding in [----]. Were thrilled to continue growing and building on this foundation now under this dynamic new name that reflects our forward-thinking and"
X Link 2025-11-07T16:40Z [--] followers, [--] engagements
"Great presentation on $BILL Starboard Value released a presentation on $BILL comparing the opportunity for https://t.co/koHMxPfGYV to improv margins on the path to the Rule of [--] vs. prior Starboard engagements with software companies. https://t.co/tEZi3EoNEB https://t.co/TEhTFI3gYA Starboard Value released a presentation on $BILL comparing the opportunity for https://t.co/koHMxPfGYV to improv margins on the path to the Rule of [--] vs. prior Starboard engagements with software companies. https://t.co/tEZi3EoNEB https://t.co/TEhTFI3gYA"
X Link 2025-11-08T18:59Z [--] followers, [--] engagements
"$AMRK +7% It still feels way underpriced"
X Link 2025-11-10T23:12Z [--] followers, [---] engagements
"$AMRK -4% 🤨 $AMRK +7% It still feels way underpriced https://t.co/iev0MdllBe $AMRK +7% It still feels way underpriced https://t.co/iev0MdllBe"
X Link 2025-11-11T22:40Z [--] followers, [---] engagements
"i might be biased but i think $BILL would get offers over $10B for a sale"
X Link 2025-11-12T13:50Z [--] followers, [--] engagements
"$BILL up 15% $AMRK $BILL $AMKBY all report earnings on 11/6 current YTD performance is +14%. thursday will be significant https://t.co/DsI4h3UGtO $AMRK $BILL $AMKBY all report earnings on 11/6 current YTD performance is +14%. thursday will be significant https://t.co/DsI4h3UGtO"
X Link 2025-11-12T16:01Z [--] followers, [--] engagements
"short % was [----] two weeks ago (Oct 31st)"
X Link 2025-11-14T15:36Z [--] followers, [---] engagements
"as of 11/17 short interest % now 5.25%. 23% of free float is sold short"
X Link 2025-11-17T15:23Z [--] followers, [--] engagements
"now $BILL short interest is over 14% BILL holdings short interest is above 12% November 6th earnings release. last year Q1 earnings release was the start of 50% run up long $bill https://t.co/2fkmTSeiAl BILL holdings short interest is above 12% November 6th earnings release. last year Q1 earnings release was the start of 50% run up long $bill https://t.co/2fkmTSeiAl"
X Link 2025-11-17T17:34Z [--] followers, [--] engagements
"in the ten days between proxy statement and 3rd quarter 10Q $BILL bought 222k shares (.22% of shares outstanding) in proxy statement released yesterday $Bill reveals they bought back 1.2% of shares outstanding in [--] days following last earnings release. same thing occurred last year before Q1 earnings when stock ran up long $bill https://t.co/GawIFmhHMA in proxy statement released yesterday $Bill reveals they bought back 1.2% of shares outstanding in [--] days following last earnings release. same thing occurred last year before Q1 earnings when stock ran up long $bill https://t.co/GawIFmhHMA"
X Link 2025-11-21T17:54Z [--] followers, [--] engagements
"Point72 increases $BILL position. now own 5% of shares outstanding. last 13F they held 1.7mil shares. now they have 5mil shares"
X Link 2025-11-24T21:28Z [--] followers, [--] engagements
"In the ten days between Oct20th proxy filing and last quarters 10Q Bill Holdings repurchased 222k shares (.22% of shares outstanding)"
X Link 2025-11-28T12:03Z [--] followers, [--] engagements
"Steve Cohen and Point72 Asset Management increased stake in Bill Holdings from 1.7M shares to 5M shares. Now hold 5% of shares outstanding"
X Link 2025-12-01T15:41Z [--] followers, [---] engagements
"my returns vs "Mag [--] ETF" QQQ"
X Link 2026-01-01T16:40Z [--] followers, [--] engagements
"maersk trades for $25B enterprise value $maersk $AMKBY"
X Link 2025-10-09T14:07Z [--] followers, [--] engagements
"This is Maersk. An ocean shipping giant trading for .5 book value 6x earnings because guidance in shipping is always conservative and they always beat and raise $maersk $amkby"
X Link 2025-11-06T00:01Z [--] followers, [---] engagements
"Maersk repurchased 13% of traded volume last week (17k shares out of 124k volume) higher traded volume than usual stock up 11% $MAERSK $AMKBY"
X Link 2025-12-15T15:00Z [--] followers, [---] engagements
"Maersk Line Limited is a major provider of shipping services to the U.S. government and military U.S. Maritime Regulator Weighs Severe Penalties in Escalating Spain Port Probe https://t.co/apqw4GgSjC U.S. Maritime Regulator Weighs Severe Penalties in Escalating Spain Port Probe https://t.co/apqw4GgSjC"
X Link 2025-12-21T00:04Z [--] followers, [---] engagements
"China-EU trade is robust 1/2 Yicai: "Chinese exporters have shifted focus to the European market this year as they face pressure from US tariffs. While many have seen strong results the move has also ramped up competition across the region. https://t.co/anlGdB1UwL 1/2 Yicai: "Chinese exporters have shifted focus to the European market this year as they face pressure from US tariffs. While many have seen strong results the move has also ramped up competition across the region. https://t.co/anlGdB1UwL"
X Link 2025-12-28T19:19Z [--] followers, [--] engagements
"as of 1-11 short interest is 4.68%. 741k shares much lower than Nov but still high $MAERSK $AMKBY $ZIM"
X Link 2026-01-12T14:16Z [--] followers, [---] engagements
"Maersk bought 28% of daily traded volume of Maersk-B shares last week $Maersk $AMKBY"
X Link 2025-09-08T12:03Z [--] followers, [----] engagements
"$Maersk $AMKBY"
X Link 2025-09-08T21:26Z [--] followers, [--] engagements
"With the low trading volume 20k shares/day and the est. number of shares sold short at 747k Thats a [--] days to cover $maersk $zim $AMKBY"
X Link 2025-10-08T20:11Z [--] followers, [---] engagements
"my prediction is FY25 FCF guidance will be $1B tomorrow then in Feb [--] actual will be $3B $maersk $amkby"
X Link 2025-11-06T01:37Z [--] followers, [---] engagements
"✅ $maersk $amkby"
X Link 2025-11-06T14:24Z [--] followers, [--] engagements
"ocean freight rates from China to US west coast up 48% week over week $maersk $amkby"
X Link 2025-11-07T16:45Z [--] followers, [---] engagements
"as of 11/18 short interest % is 5.36%. 23.8% of Maersk.B free float is sold short"
X Link 2025-11-18T15:18Z [--] followers, [--] engagements
"from Oct31st to today Maersk short sold shares went from 747k to 849k shares sold short (849k)/ average daily volume (19170) = [--] days to cover very illiquid stock $maersk $amkby $zim short % was [----] two weeks ago (Oct 31st) https://t.co/jXyO59UREv short % was [----] two weeks ago (Oct 31st) https://t.co/jXyO59UREv"
X Link 2025-11-18T22:02Z [--] followers, [---] engagements
"Maersk repurchased [-----] of Maersk.B shares last week 12/1 - 12/5 avg [----] shares/day total traded volume last week was [-----] shares. maersk bought 19.72% of total volume. shares were up 2.7% last week. higher % of volume causes upward pressure on share price"
X Link 2025-12-08T22:28Z [--] followers, [--] engagements
"$MAERSK $AMKBY $ZIM"
X Link 2025-12-15T02:59Z [--] followers, [---] engagements
"$MAERSK $AMKBY $ZIM"
X Link 2025-12-16T16:30Z [--] followers, [---] engagements
"todays volume is dangerously low. repurchase % of volume could be +35% $maersk $amkby last week's avg shares repurchased per day = [----] today's volume = [-----] Maersk likely repurchased 30% of traded volume today. lower volume = less sellers https://t.co/mMxerOFtWh last week's avg shares repurchased per day = [----] today's volume = [-----] Maersk likely repurchased 30% of traded volume today. lower volume = less sellers https://t.co/mMxerOFtWh"
X Link 2025-12-18T14:30Z [--] followers, [--] engagements
"The story gets better $maersk $amkby"
X Link 2025-12-21T00:26Z [--] followers, [--] engagements
"@Sino_Market Huge move $MAERSK $AMKBY"
X Link 2025-12-22T09:47Z [--] followers, [--] engagements
"$MAERSK $AMKBY"
X Link 2025-12-22T15:26Z [--] followers, [--] engagements
"$MAERSK $AMKBY"
X Link 2025-12-28T19:20Z [--] followers, [--] engagements
"2025 review"
X Link 2026-01-01T15:33Z [--] followers, [---] engagements
"current portfolio $AMKBY $BILL $GOLD"
X Link 2026-01-01T15:33Z [--] followers, [--] engagements
"maersk repurchased 24% of traded volume last week. more buyers than sellers $maersk $amkby $zim stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares. this buyback program of $2B is likely to be renewed Feb [--] $maersk $zim $amkby https://t.co/2fuwzdGdCz stock up because there's more buyers than sellers. they are buying back 15-20% of daily traded volume (almost) every day for the past [--] months. the short % of float is already at 20% of B shares. this"
X Link 2025-10-27T21:55Z [--] followers, [---] engagements
"$maersk $amkby $zim"
X Link 2025-12-09T00:46Z [--] followers, [---] engagements
"@christankerfund Approx 50k more shares sold short 765k shares"
X Link 2026-01-20T14:43Z [--] followers, [--] engagements
"Danish FSA: Maersk short position increased to 5.17% of all share capital source: https://oam.finanstilsynet.dk/#/stats-and-extracts-most-shorted-danish-shares https://oam.finanstilsynet.dk/#/stats-and-extracts-most-shorted-danish-shares"
X Link 2025-11-14T15:33Z [--] followers, [--] engagements
"this means shares sold short is 819k shares. around 22% of Maersk.B free float 15.8M shares * 5.17% = 819k shares"
X Link 2025-11-14T15:33Z [--] followers, [--] engagements
"I think $3B-$4B free cash flow feels right @Chuckyb22074706 @christankerfund $MAERSK"
X Link 2025-12-31T13:38Z [--] followers, [---] engagements
"$MAERSK 50k less shares sold short this week. stock up 8.5% this week"
X Link 2026-01-30T17:08Z [--] followers, [--] engagements
"@Chuckyb22074706 @christankerfund $4b is best case but my prediction is $3b FCF. (For the year) Announce another $2b share repurchase. At least $1b dividend"
X Link 2026-02-02T01:00Z [--] followers, [--] engagements
"30k less shares sold short than friday down to 700k shares sold short now $MAERSK $ZIM"
X Link 2026-02-02T15:44Z [--] followers, [---] engagements
"$GOLD $BILL $MAERSK report on 2/5"
X Link 2026-02-02T15:54Z [--] followers, [--] engagements
"The implementation will be carried out in a way that keeps disruption for customers to a minimum upholding the Gemini Cooperations trademark of industryleading schedule reliability. $MAERSK"
X Link 2026-02-03T13:08Z [--] followers, [---] engagements
"$MAERSK down 3% on this news Something tells me short interest goes higher"
X Link 2026-02-03T13:09Z [--] followers, [--] engagements
"Today its Tether wonder whos next WOAH $GOLD https://t.co/9NvJ5rVO1t WOAH $GOLD https://t.co/9NvJ5rVO1t"
X Link 2026-02-06T04:04Z [--] followers, [---] engagements
"I post about Maersks share repurchase volume every week because its a big deal. Maersks short interest coupled with the size and duration of the buyback program should cause upward pressure on the stock price. Since the repurchase program started Feb [--] Maersk has acquired 843k B shares. During that same time period the total traded volume has been 4.9M. That means Maersk purchased 17% of all shares traded over the last [--] months. There are laws against buying more than 25% of traded volume because you could manipulate the stock higher. I encourage you to find an example of any company buying"
X Link 2025-12-15T02:59Z [--] followers, [----] engagements
"$MAERSK https://finance.yahoo.com/news/xeneta-peter-sand-ocean-air-164500308.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/xeneta-peter-sand-ocean-air-164500308.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2026-02-09T20:01Z [--] followers, [--] engagements
"$MAERSK US URGES SHIPS TO AVOID IRAN IN HORMUZ STRAIT The U.S. advised American-flagged ships to steer clear of Iranian waters in the Strait of Hormuz after a vessel was harassed last week. Iranian forces have used small boats and helicopters to board or push ships into Iranian US URGES SHIPS TO AVOID IRAN IN HORMUZ STRAIT The U.S. advised American-flagged ships to steer clear of Iranian waters in the Strait of Hormuz after a vessel was harassed last week. Iranian forces have used small boats and helicopters to board or push ships into Iranian"
X Link 2026-02-09T19:30Z [--] followers, [--] engagements
"US URGES SHIPS TO AVOID IRAN IN HORMUZ STRAIT The U.S. advised American-flagged ships to steer clear of Iranian waters in the Strait of Hormuz after a vessel was harassed last week. Iranian forces have used small boats and helicopters to board or push ships into Iranian territory most recently on Feb. [--] [----]. The U.S. recommends vessels stay near Omans waters and as far from Iran as safely possible keeping this key oil trade route secure. https://twitter.com/i/web/status/2020881767561859247 https://twitter.com/i/web/status/2020881767561859247"
X Link 2026-02-09T15:25Z 1.2M followers, 93.4K engagements
"$GOLD $BILL $MAERSK report on 2/5"
X Link 2026-02-02T15:54Z [--] followers, [--] engagements
"Bill .com has tested me $BILL"
X Link 2026-01-03T02:58Z [--] followers, [---] engagements
"Someone else is following along $GOLD Tether buys gold. Tether buys https://t.co/lTAXcoel91 US buys tether. Watch Tether buys gold. Tether buys https://t.co/lTAXcoel91 US buys tether. Watch"
X Link 2026-02-06T23:09Z [--] followers, [--] engagements
"Tether buys gold. Tether buys US buys tether. Watch http://gold.com http://gold.com"
X Link 2026-02-06T00:28Z 42.1K followers, 36.6K engagements
"Pretty sure X algorithm thinks Im a bot because I tweet cashtag $BILL"
X Link 2026-02-06T23:04Z [--] followers, [--] engagements
"Today its Tether wonder whos next WOAH $GOLD https://t.co/9NvJ5rVO1t WOAH $GOLD https://t.co/9NvJ5rVO1t"
X Link 2026-02-06T04:04Z [--] followers, [---] engagements
"Huge $Bill Core revenue accelerating https://t.co/sJ48ykbzIQ $Bill Core revenue accelerating https://t.co/sJ48ykbzIQ"
X Link 2026-02-06T02:24Z [--] followers, [--] engagements
"$Bill Core revenue accelerating"
X Link 2026-02-05T21:25Z [---] followers, [----] engagements
"Gold. com CEO"
X Link 2026-02-06T02:16Z [--] followers, [--] engagements
"$6.4 billion in revenue last quarter"
X Link 2026-02-05T21:13Z [--] followers, [--] engagements
"$BILL trades for $3.2B EV right now"
X Link 2026-02-04T14:41Z [--] followers, [--] engagements
"The implementation will be carried out in a way that keeps disruption for customers to a minimum upholding the Gemini Cooperations trademark of industryleading schedule reliability. $MAERSK"
X Link 2026-02-03T13:08Z [--] followers, [---] engagements
"$MAERSK down 3% on this news Something tells me short interest goes higher"
X Link 2026-02-03T13:09Z [--] followers, [--] engagements
"$MAERSK 50k less shares sold short this week. stock up 8.5% this week"
X Link 2026-01-30T17:08Z [--] followers, [--] engagements
"30k less shares sold short than friday down to 700k shares sold short now $MAERSK $ZIM"
X Link 2026-02-02T15:44Z [--] followers, [---] engagements
"my prediction is FY25 FCF guidance will be $1B tomorrow then in Feb [--] actual will be $3B $maersk $amkby"
X Link 2025-11-06T01:37Z [--] followers, [---] engagements
"I think $3B-$4B free cash flow feels right @Chuckyb22074706 @christankerfund $MAERSK"
X Link 2025-12-31T13:38Z [--] followers, [---] engagements
"@Chuckyb22074706 @christankerfund $4b is best case but my prediction is $3b FCF. (For the year) Announce another $2b share repurchase. At least $1b dividend"
X Link 2026-02-02T01:00Z [--] followers, [--] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::AV_Investments