# ![@AdrianKowollik Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1642424330.png) @AdrianKowollik Adrian Kowollik

Adrian Kowollik posts on X about poland, stocks, $pco, $snt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1642424330/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1642424330/c:line/m:interactions.svg)

- [--] Week [-----] +44%
- [--] Month [------] +176%
- [--] Months [-------] +20%
- [--] Year [-------] -14%

### Mentions: [--] [#](/creator/twitter::1642424330/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1642424330/c:line/m:posts_active.svg)

- [--] Month [--] +97%
- [--] Months [---] +18%
- [--] Year [---] -28%

### Followers: [-----] [#](/creator/twitter::1642424330/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1642424330/c:line/m:followers.svg)

- [--] Week [-----] -0.08%
- [--] Month [-----] -0.15%
- [--] Months [-----] +1.90%
- [--] Year [-----] +4.70%

### CreatorRank: [---------] [#](/creator/twitter::1642424330/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1642424330/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[currencies](/list/currencies)  31.88% [countries](/list/countries)  28.99% [finance](/list/finance)  26.81% [cryptocurrencies](/list/cryptocurrencies)  18.84% [stocks](/list/stocks)  15.22% [technology brands](/list/technology-brands)  6.52% [exchanges](/list/exchanges)  2.9% [fashion brands](/list/fashion-brands)  2.17% [financial services](/list/financial-services)  0.72% [products](/list/products)  0.72%

**Social topic influence**
[poland](/topic/poland) #927, [stocks](/topic/stocks) 13.77%, [$pco](/topic/$pco) 10.14%, [$snt](/topic/$snt) 9.42%, [germany](/topic/germany) 9.42%, [market cap](/topic/market-cap) 5.8%, [$mdg](/topic/$mdg) 5.07%, [nie](/topic/nie) #3718, [gaming](/topic/gaming) 3.62%, [tak](/topic/tak) 2.9%

**Top accounts mentioned or mentioned by**
[@gpwwsexchange](/creator/undefined) [@evrcee](/creator/undefined) [@assecopl](/creator/undefined) [@alphavalue](/creator/undefined) [@michaelaarouet](/creator/undefined) [@stockwatchpl](/creator/undefined) [@rpekonomia](/creator/undefined) [@tomaszn69287436](/creator/undefined) [@konradryczko](/creator/undefined) [@kotzwysp](/creator/undefined) [@emilslazak](/creator/undefined) [@ifirmapl](/creator/undefined) [@pgerschmann](/creator/undefined) [@rzeczpospolita](/creator/undefined) [@goslinskipiotr](/creator/undefined) [@letmoneywork050](/creator/undefined) [@trekjan](/creator/undefined) [@kdebski11](/creator/undefined) [@ksochanek](/creator/undefined) [@mateusz92061496](/creator/undefined)

**Top assets mentioned**
[Status (SNT)](/topic/$snt) [GMT (GMT)](/topic/$gmt) [Cryptex Finance (CTX)](/topic/$ctx) [Ninja Squad Token (NST)](/topic/$nst) [Robert Half International Inc (RHI)](/topic/$rhi) [abrdn Income Credit Strategies Fund (ACP)](/topic/$acp) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Medtronic PLC (MDT)](/topic/medtronic) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg) [Compass Minerals International, Inc. (CMP)](/topic/$cmp) [Xinnie The Pooh (XTP)](/topic/$xtp) [Decentral Games ICE (ICE)](/topic/$ice)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Jak moe by taka rozbieno miedzy faktycznymi wynikami a konsensusem spki ktra jest tak szeroko pokrywana przez sell-side #MoBruk $MBR #Mobruk klasyka: jeli panikowa to od razu ale dowalili wynikami 1Q 🤦♂ https://t.co/BArxtxfAQz #Mobruk klasyka: jeli panikowa to od razu ale dowalili wynikami 1Q 🤦♂ https://t.co/BArxtxfAQz"  
[X Link](https://x.com/AdrianKowollik/status/1925445915445187063)  2025-05-22T06:57Z [----] followers, [----] engagements


"#Zabka $ZAB (Market cap PLN 21.7bn) Largest convenience store chain in CEE. PEG ratio looks really attractive. However the main problem is the potential share sale by the main shareholder PE fund CVC Capital Partners"  
[X Link](https://x.com/AdrianKowollik/status/1979783801976094977)  2025-10-19T05:36Z [----] followers, [----] engagements


"Moim skromnym zdaniem fakt ze #IntuitiveSurgical jest w stanie nadal rosnac okolo 20% r/r przy tak duzej bazie pokazuje ze potencjal biznesu #daVinci #Synektik $SNT jeszcze dluugo sie nie wyczerpie. P/E $ISRG to apropos 69x (2025E) i 608x (2026E) #Synektik $SNT Intuitive Surgical przekracza prognozy zysku dziki silnemu popytowi na roboty chirurgiczne https://t.co/rEFrDG6bbZ #Synektik $SNT Intuitive Surgical przekracza prognozy zysku dziki silnemu popytowi na roboty chirurgiczne https://t.co/rEFrDG6bbZ"  
[X Link](https://x.com/AdrianKowollik/status/1981227751790014728)  2025-10-23T05:14Z [----] followers, [----] engagements


"Call with #CaptorTherapeutics $CTX #Poland #TargetedProteinDegradation #stocks #clinicalphase (Market cap EUR 108m) on Thursday January [--] at 11:30 https://www.appairtime.com/join/meeting/cdbd7d07-1bcb-4179-9825-652d8f0bb0d9 https://www.appairtime.com/join/meeting/cdbd7d07-1bcb-4179-9825-652d8f0bb0d9"  
[X Link](https://x.com/AdrianKowollik/status/2010654701168296411)  2026-01-12T10:06Z [----] followers, [---] engagements


"Exactly the same holds for #TokyoElectron #AppliedMaterials and #KLACorporation (all are trading Forward EV/EBITDA of 21x. #Aixtron $AIXA - like its German peer #SussMicrotech btw - seems to be massively undervalued at present"  
[X Link](https://x.com/AdrianKowollik/status/2012578429174943808)  2026-01-17T17:31Z [----] followers, [---] engagements


"#Aixtron $AIXA #semiconductorequipment #Germany #stocks"  
[X Link](https://x.com/AdrianKowollik/status/2014251447035068756)  2026-01-22T08:19Z [----] followers, [---] engagements


"#Genomtec $GMT YTD +553%. Dzisiaj obrt PLN [--] mln"  
[X Link](https://x.com/AdrianKowollik/status/2015805242416275853)  2026-01-26T15:13Z [----] followers, [----] engagements


"Jak te #Oponeo $OPN ma osign te 120-130 PLN czyli PTs niektrych brokerw jak insiderzy sprzedaj akcje.#ecommerce #Poland #stocks"  
[X Link](https://x.com/AdrianKowollik/status/2018728707297337577)  2026-02-03T16:50Z [----] followers, [---] engagements


"2nd virtual #roundtable with #Poland #biotech #CaptorTherapeutics $CTX #TargetedProteinDegradation (Market cap EUR 104m) on #AIRTIMESoftware on February [--] at 11:00 https://www.appairtime.com/join/meeting/0dcbfc40-7374-4574-a2d5-f2ba6533a0ef https://www.appairtime.com/join/meeting/0dcbfc40-7374-4574-a2d5-f2ba6533a0ef"  
[X Link](https://x.com/AdrianKowollik/status/2018953019728285866)  2026-02-04T07:41Z [----] followers, [---] engagements


"#Nestmedic $NST +18.3% currently #Poland #medtech #stocks The market cap still equals EUR 9m"  
[X Link](https://x.com/AdrianKowollik/status/2019699878998512001)  2026-02-06T09:09Z [----] followers, [---] engagements


"#Aixtron $AIXA Most recent BUY: PT EUR [-----] from #JPMorgan. Current share price: EUR [-----] #semiconductorequipment #Germany #stocks"  
[X Link](https://x.com/AdrianKowollik/status/2020455382951309449)  2026-02-08T11:11Z [----] followers, [---] engagements


"#InPost $INPST IPO price in [----] was EUR [--] per share current takeover offer by the main shareholders + US-based FedEx equals EUR [-----]. Revenues and EBITDA in [----] were [---] times and [---] times higher higher than in https://biznes.pap.pl/wiadomosci/firmy/advent-fedex-ar-i-ppf-chca-kupic-akcje-inpostu-po-cenie-1560-euroszt-opis https://biznes.pap.pl/wiadomosci/firmy/advent-fedex-ar-i-ppf-chca-kupic-akcje-inpostu-po-cenie-1560-euroszt-opis"  
[X Link](https://x.com/AdrianKowollik/status/2020750148289130967)  2026-02-09T06:42Z [----] followers, [----] engagements


"😱Im wondering where @MichaelAArouet gets his information from. #Poland is definitely not a country with a small bureaucracy. Every Polish entrepreneur will confirm it. Did you know that one reason Poland enjoys a stunning economic boom is that it is one of the least bureaucratic countries in the world Poles remember what socialist bureaucracy and a big state mean: demotivation and stagnation. Be like Poland. https://t.co/bmc4v4czWi Did you know that one reason Poland enjoys a stunning economic boom is that it is one of the least bureaucratic countries in the world Poles remember what"  
[X Link](https://x.com/AdrianKowollik/status/2020782591884824900)  2026-02-09T08:51Z [----] followers, [---] engagements


"Jako wpisw na forum @StockWatchPL i reszty dzieli moim zdaniem przepa"  
[X Link](https://x.com/anyuser/status/1163380957497430016)  2019-08-19T09:23Z [----] followers, [--] engagements


"@RPEkonomia Jeszcze kilka lat temu niektorzy politycy twierdzili ze #LOT to bankrut i chcieli go sprzedac zagranicznemu inwestorowi. A tu popatrz"  
[X Link](https://x.com/anyuser/status/1203923530167001088)  2019-12-09T06:25Z [----] followers, [--] engagements


"Moe by tak @GPW_WSExchange ograniczya liczb #IPO spek #gaming Niedugo bdzie ich na polskiej giedzie ponad [--] a wikszo to badziewie"  
[X Link](https://x.com/anyuser/status/1308282908231122944)  2020-09-22T05:52Z [----] followers, [--] engagements


"@TomaszN69287436 BOS to IMO najlepszy broker dla retailu w Polsce"  
[X Link](https://x.com/anyuser/status/1347828965759733761)  2021-01-09T08:54Z [----] followers, [--] engagements


"@konradryczko @kotzwysp T. Maslanka zapewnil mnie wlasnie telefonicznie ze w spolce jest wszystko w porzadku i ze sprzedal akcje z uwagi na potrzeby prywatne. Nie mamy sie doszukiwac drugiego dna. #Geotrans"  
[X Link](https://x.com/anyuser/status/1351114744971845641)  2021-01-18T10:30Z [----] followers, [--] engagements


"To jest moim zdaniem wietny news dla polskich inwestorw. Po pierwsze bd mogli zdywersyfikowa swoje portfele z amerykaskimi akcjami #Tech.Po drugie taki produkt na #GPW zwikszy znacznie presj na polskie spki aby wprowadzi zachodnie standardy. https://www.pb.pl/etf-na-nasdaq-wejdzie-na-gpw-1107575 https://www.pb.pl/etf-na-nasdaq-wejdzie-na-gpw-1107575"  
[X Link](https://x.com/anyuser/status/1358373759552487428)  2021-02-07T11:15Z [----] followers, [--] engagements


"Bede mia calla z niemieckim fundem odnonie sektora #wastemanagement w Polsce. Wida e zagranica zauwaya ju jego potencja"  
[X Link](https://x.com/anyuser/status/1361677404889047043)  2021-02-16T14:02Z [----] followers, [--] engagements


"@Emil_Slazak Cos mi tu nie pasuje: Czy nie maja tez 2x wieksza populacje i okolo 4x wieksza gospodarke (w sensie PKB)"  
[X Link](https://x.com/anyuser/status/1385469276799356928)  2021-04-23T05:43Z [----] followers, [--] engagements


"Mam termin na szczepienie w Polsce [--] maja. Rejestrujesz si na wybierasz miejsce i szczepionke (😀) i ju. Szybko i sprawnie. W D bym pewnie musia jeszcze czeka z 2-3 miesice. http://pacjent.gov.pl http://pacjent.gov.pl"  
[X Link](https://x.com/anyuser/status/1387634974363459588)  2021-04-29T05:08Z [----] followers, [--] engagements


"Kto moe mi da sensown odpowiedz na to dlaczego polskie spki tak mao i tak niefektywnie inwestuj w #IR Bo na tym trac one same i caa @GPW_WSExchange"  
[X Link](https://x.com/anyuser/status/1417821958427848704)  2021-07-21T12:21Z [----] followers, [--] engagements


"Wlasnie mi pewien szwedzki inwestor napisal ze planuje przyjechac w sierpniu do Wroclawia aby sie spotkac z @ifirmapl i kilkoma innymi malymi spolkami. Tyle w temacie zainteresowania zagranicy polskimi #SmallCaps 😀 @GPW_WSExchange"  
[X Link](https://x.com/anyuser/status/1417889098329636868)  2021-07-21T16:47Z [----] followers, [--] engagements


"@PGerschmann Zdecydowanie akcje. Telefony #Apple #iPhone kupuje zwykle 1-2 wersje starsze przez Ebay za jakies [---] EUR:-) Wydawanie [----] PLN na telefon to moim zdaniem zwyczajna gupota"  
[X Link](https://x.com/anyuser/status/1438040667465424896)  2021-09-15T07:23Z [----] followers, [--] engagements


"Robie wasnie calla z #CaptorTherapeutics i duym niemieckim fundem healthcare. Im wicej sysz o tym co ta spka robi tym bardziej dochodz do wniosku e to obecnie Top [--] na #GPW. I jeszcze prezes bardzo ciekawie prezentuje"  
[X Link](https://x.com/anyuser/status/1487060313279283201)  2022-01-28T13:49Z [----] followers, [--] engagements


""Rzdzca partia realnie przywrcia 40-proc. stawk PIT od pensji w [--] lat po tym jak sama j zniosa." @rzeczpospolita"  
[X Link](https://x.com/anyuser/status/1495305625718435841)  2022-02-20T07:53Z [----] followers, [--] engagements


"Moim zdaniem przez wczorajszy ruch #Rosjaktra kae sobie teraz paci za surowce rublami#UE moe wsadzi sobie swoje sankcje w d.Natychmiastowa rezygnacja z rosyjskiego gazu etc. jest obecnie koniecznocinawet jeli w krtkim terminie doprowadzi to do gbokiej recesji"  
[X Link](https://x.com/anyuser/status/1506864234600308737)  2022-03-24T05:23Z [----] followers, [--] engagements


"#Maspex T spk yczybym sobie bardzo na #GPW @GPW_WSExchange Z dobrymi spkami #retail i #foodproducers monaby przycign wielu nowych inwestorw zagranicznych"  
[X Link](https://x.com/anyuser/status/1521780847715753984)  2022-05-04T09:16Z [----] followers, [--] engagements


"@GoslinskiPiotr Saba organizacja pracy w firmie + maa motywacja kadry kierowniczej przy tych premiach i dywidendach + tylko dwa produkty + relatywnie mega wysoka wycena - poza tym ze jest ona dla niektrych "skarbem narodowym":-) nie ma powodu dla ktrego ta spka miaby by teraz BUY $CDR"  
[X Link](https://x.com/anyuser/status/1527542196202835968)  2022-05-20T06:50Z [----] followers, [--] engagements


"Chcecie mie wikszy "exposure" na #realestate Kupcie sobie #RealtyIncomeCorp z USA. 52% #DivYield (#dywidenda patna co miesic). Spka niedowartociowana. adnych wydatkw na remonty i adnego stresu z najemcami. No i mona w kadej chwili upynni"  
[X Link](https://x.com/anyuser/status/1691403053469990912)  2023-08-15T10:54Z [----] followers, [----] engagements


"#Aixtron $AIXA EV/EBITDA fiscal 2026E-27E = 17.2x & 12.5x (remember AIXA is global market leader in its segment) #LAMResearch - 30.7x & 27.6x #ASML (one of AIXA's clients) - 33.4x & 26.8x #semiconductorequipment"  
[X Link](https://x.com/AdrianKowollik/status/2012428632283562471)  2026-01-17T07:35Z [----] followers, [---] engagements


"#Zalando $ZAL seems again cheap: P/E 2026E-27E 16x & 12.8% vs. Cons. EPS growth 26.5% & 24.5% #Germany #retail #online #fashion PEG 2026E equals 0.60"  
[X Link](https://x.com/AdrianKowollik/status/2013879962520985669)  2026-01-21T07:42Z [----] followers, [---] engagements


"#Comp #AIRTIME $CMP #Poland #cybersecurity (Market cap EUR 273m) When February 2nd 9:45 am-10:15 am 🤝 Please register here: https://lnkd.in/daEJqVDz https://lnkd.in/daEJqVDz"  
[X Link](https://x.com/AdrianKowollik/status/2014382855577596074)  2026-01-22T17:01Z [----] followers, [---] engagements


"#XTPL $XTP PLN [--] mln (Q4/24: PLN [--] mln) przychodw w Q4/25. #DeepTech is a long-term game :-)"  
[X Link](https://x.com/AdrianKowollik/status/2014597080015094216)  2026-01-23T07:12Z [----] followers, [----] engagements


"#Genomtec $GMT Dzisiejszy news odbieram pozytywnie Pytanie kiedy kolejna emisja bdzie potrzebna. Ewidentnie poprzednie kwartay to bya jaka katastrofa komunikacyjna. Czy rola doradcy IR nie jest szkolenie zarzdu w tych kwestiach https://biznes.pap.pl/wiadomosci/gry-i-technologie/genomtec-przygotowuje-sie-do-testow-swojej-technologii-w-azji-w-ramach https://biznes.pap.pl/wiadomosci/gry-i-technologie/genomtec-przygotowuje-sie-do-testow-swojej-technologii-w-azji-w-ramach"  
[X Link](https://x.com/AdrianKowollik/status/2021864183080661422)  2026-02-12T08:29Z [----] followers, [---] engagements


"#Nestmedic $NST has completed the clinical studies on [--] patients fulfilling a precondition for #FDA approval in the #US #Poland #medtech #stocks https://biznes.pap.pl/wiadomosci/przemysl/nestmedic-zakonczyl-badania-kliniczne-urzadzenia-pregnaone https://biznes.pap.pl/wiadomosci/przemysl/nestmedic-zakonczyl-badania-kliniczne-urzadzenia-pregnaone"  
[X Link](https://x.com/AdrianKowollik/status/2019669777988596188)  2026-02-06T07:09Z [----] followers, [---] engagements


"Zero #PR-u tylko od lat konsekwentna praca i popatrzcie jakie efekty.#Medinice $ICE #Poland #stocks #medtech https://biznes.pap.pl/wiadomosci/firmy/system-coolcryo-spolki-medinice-ze-zgoda-fda-na-obrot-w-usa https://biznes.pap.pl/wiadomosci/firmy/system-coolcryo-spolki-medinice-ze-zgoda-fda-na-obrot-w-usa"  
[X Link](https://x.com/AdrianKowollik/status/2022753849451204883)  2026-02-14T19:24Z [----] followers, [---] engagements


"@Letmoneywork050 #XTB has gone too far already. The upside is now limited IMO. #RainbowTours has much higher upside. And its share price is diven by improving results a buyback and a dividend. Moreover it is a more populr stock with Western institutional investors"  
[X Link](https://x.com/AdrianKowollik/status/1919333103132184592)  2025-05-05T10:07Z [----] followers, [---] engagements


"#Rheinmetall $RHI #JPMorgan is the first broker with a PT [----] Euro (EUR [----] issued today)"  
[X Link](https://x.com/AdrianKowollik/status/1920803748231688294)  2025-05-09T11:31Z [----] followers, [---] engagements


"#Rheinmetall $RHI #defense Remember that it is not the P/E that matters but PEG Cons. EPS growth for 2025E-26E equals 72.4% and 42.9% respectively. PEG equals.0.78x and 0.92x respectively thus remains attractive"  
[X Link](https://x.com/AdrianKowollik/status/1920808056373289453)  2025-05-09T11:48Z [----] followers, [---] engagements


"No i mamy kolejne ATH (PLN 15740) na #RainbowTours $RBW (pre-market)"  
[X Link](https://x.com/AdrianKowollik/status/1921823516858499360)  2025-05-12T07:03Z [----] followers, [---] engagements


"#KinoPolskaTV $KPL EV/EBITDA [----] = 2.6x. The company operates a successful TV network with revenues from subscriptions and advertising. EBITDA has been growing over the last [--] years and one can assume that the positive trend will remain intact (- imply. EV/EBITDA '25E 2.5x)"  
[X Link](https://x.com/AdrianKowollik/status/1922921649948553405)  2025-05-15T07:47Z [----] followers, [---] engagements


"Wonderful:-) #Rheinmetall $RHM New ATH #Defense"  
[X Link](https://x.com/AdrianKowollik/status/1925112176034959796)  2025-05-21T08:51Z [----] followers, [---] engagements


"Mysle ze #Cyberfolks $CBF zrobi z #Shoper $SHO podobne success story jak z #Vercom. Long-term buy"  
[X Link](https://x.com/AdrianKowollik/status/1925117312819933525)  2025-05-21T09:11Z [----] followers, [----] engagements


"#Jefferies on #Rheinmetall: "The co-operation with Indian Reliance Defence is an important step towards an increasing geographical diversification" $RHM #defense #stocks #Germany New ATH today at EUR [----] per share"  
[X Link](https://x.com/AdrianKowollik/status/1926910718902735353)  2025-05-26T07:58Z [----] followers, [---] engagements


"@Trekjan @EVR_CEE Ropa -46% dzisiaj. Jet fuel (weekly average price) flat y-o-y w Europie & CIS a globalnie -2.1% y-o-y. Tragedii nie ma #RainbowTours $RBW"  
[X Link](https://x.com/AdrianKowollik/status/1937529625858527307)  2025-06-24T15:13Z [----] followers, [---] engagements


"#Pepco #retail #CEE "Problem child" #Poundland has recently been sold. #Pepco and #Dealz stores are developing well. Discount retail is an attractive segment. Net debt is declining. EV/EBITDA 2025E = 4.8x. Appr. buyback for 2025E-27E has a volume of EUR200m or 7.4% of market cap"  
[X Link](https://x.com/AdrianKowollik/status/1937767837361197318)  2025-06-25T07:00Z [----] followers, [----] engagements


"#Pepco $PCO Current EV/EBITDA 2025E of 4.8x appears very cheap vs. peers #CCC (7.8x) #LPP (7.2x) and the owner of #Primark stores #ABF Plc (6.5x) #retail #CEE"  
[X Link](https://x.com/AdrianKowollik/status/1937770416396742761)  2025-06-25T07:10Z [----] followers, [---] engagements


"#AssecoPoland $ACP @asseco_pl @Alphavalue New PT of PLN [---]. rating ADD"  
[X Link](https://x.com/AdrianKowollik/status/1940727085557076091)  2025-07-03T10:59Z [----] followers, [---] engagements


"#Pepco $PCO Solid results especially when it comes to LFL growth and gross margin. Start of the share buyback announced #retail #stocks https://biznes.pap.pl/wiadomosci/firmy/pepco-group-mialo-w-iii-kw-1424-mln-euro-przychodow-rozpoczyna-buyback-opis https://biznes.pap.pl/wiadomosci/firmy/pepco-group-mialo-w-iii-kw-1424-mln-euro-przychodow-rozpoczyna-buyback-opis"  
[X Link](https://x.com/AdrianKowollik/status/1943186397067649063)  2025-07-10T05:51Z [----] followers, [---] engagements


"#PepcoGroup $PCO First tranche of the buyback (EUR 50m in total 10% of all shares outstanding by 2027) will start on July [--] (this Thursday). IMO the current market price is a good entry point"  
[X Link](https://x.com/AdrianKowollik/status/1944694001413546148)  2025-07-14T09:42Z [----] followers, [---] engagements


"#RainbowTours $RBW #travel #PAP news Prices of foreign vacation trips grew by 5.1% y-o-y in June [----] according to the Polish statistical office GUS. Compared to May [----] the increase equalled 7.1%"  
[X Link](https://x.com/AdrianKowollik/status/1945034399424070064)  2025-07-15T08:15Z [----] followers, [----] engagements


"#Dadelo $DAD Management's long-term guidance of 35-40% share in the c. PLN 5bn #Poland #bike market would correspond to annual sales of PLN 1.75bn and (with an EV/Sales of 1.5x) an Enterprise Value of PLN 2.63bn. This is 4x times the current one"  
[X Link](https://x.com/AdrianKowollik/status/1945044486523863348)  2025-07-15T08:55Z [----] followers, [---] engagements


"Quick calculation: Impl. EV/EBITDA 2025E-27E of #PepcoGroup $PCO accounting for the EUR 200m buyback until 2027E (assumption: 50m in 2024/25 75m in each of 2025/26E & 2026/27E"  
[X Link](https://x.com/AdrianKowollik/status/1946518390857670710)  2025-07-19T10:32Z [----] followers, [----] engagements


"I am wondering how you can justify a SELL for #PepcoGroup $PCO given the above an improving environment for retail spending in Europe a completing restructuring and a reasonable & focused strategy for the coming years"  
[X Link](https://x.com/AdrianKowollik/status/1946518801601773986)  2025-07-19T10:33Z [----] followers, [---] engagements


"#Onlineconference with [--] #Poland companies on September 1: [--]. Market caps - up to PLN 3.4bn [--]. Sectors - Telehealth Digital Health Real Estate ECommerce Financial Services Gaming [--]. Panel discussion with the CEO of the Warsaw Stock Exchange"  
[X Link](https://x.com/AdrianKowollik/status/1952799271054655552)  2025-08-05T18:30Z [----] followers, [----] engagements


"With its #AI-based platform that helps healthcare professionals to create reports on #ECG monitoring much faster and with greater precision #Medicalgorithmics $MDG could be an interesting pick for the next [--] years"  
[X Link](https://x.com/AdrianKowollik/status/1966142804230549806)  2025-09-11T14:12Z [----] followers, [----] engagements


"The companys remuneration equals a share of its clients reimbursement per report and it sells its software solutions through international incl. US-based distribution partners (in total operations in [--] countries worldwide). #Medicalgorithmics $MDG"  
[X Link](https://x.com/AdrianKowollik/status/1966142807065899229)  2025-09-11T14:12Z [----] followers, [---] engagements


"$MDG is a company with a difficult history but currently it looks really promising. Several well-known Polish investors who have recently bought PLN 50m of the company's stock seem to share this view. https://stooq.pl/n/f=1705044&search=+medicalgorithmics https://stooq.pl/n/f=1705044&search=+medicalgorithmics"  
[X Link](https://x.com/AdrianKowollik/status/1966145725341049242)  2025-09-11T14:24Z [----] followers, [---] engagements


"#Medicalgorithmics $MDG is IMO an interesting case as it leveraged huge amounts of data it had gained by selling devices for #ECG monitoring to develop an #AI-powered software"  
[X Link](https://x.com/AdrianKowollik/status/1966389340415615277)  2025-09-12T06:32Z [----] followers, [---] engagements


"#Medicalgorithmics $MDG #Poland #stocks #healthsoftware #ECG 👇On its #AI #algorithmics for the analysis of #ECG signals which can be used with third-party devices"  
[X Link](https://x.com/AdrianKowollik/status/1967243248285675684)  2025-09-14T15:05Z [----] followers, [---] engagements


"#Medicalgorithmics $MDG Link to the mentioned in the #Nature magazine https://www.nature.com/articles/s41591-025-03516-x https://www.nature.com/articles/s41591-025-03516-x"  
[X Link](https://x.com/AdrianKowollik/status/1967243727996592427)  2025-09-14T15:07Z [----] followers, [---] engagements


"#Medicalgorithmics $MDG Weill Cornell's Coleman Center for Electrocardiography (ECG) one of the busiest ECG labs in the USD performs [------] ECG interpretations a year. There are c. [----] ECG centers in the US alone. MDG has a FDA approval and a CE mark"  
[X Link](https://x.com/AdrianKowollik/status/1967288276253065272)  2025-09-14T18:04Z [----] followers, [---] engagements


"$PCO #Pepco +6% today. On Thursday the company will release its results. Moreover latest readings show retail spending growing at 3.1% y-o-y in Poland in August"  
[X Link](https://x.com/AdrianKowollik/status/1970129339003117917)  2025-09-22T14:13Z [----] followers, [---] engagements


"Why I like @asseco_pl $ACP and why not #CDProjekt $CDR: #AssecoPoland is a company with a strong already existing business and leading market position in multiple countries. Some efficiency improvements here and there should lead to higher EPS growth and thus $ACP FV 1/2"  
[X Link](https://x.com/AdrianKowollik/status/1974409896721604612)  2025-10-04T09:42Z [----] followers, [----] engagements


"On the contrary#CDProjekt $CDR curr. valuation is based on the assump. that the game releases in 2027-30 (yesonly in 2-5 years time) will be a huge success and bring its business to another level.Its basically like a biotech stock whose valuation is entirely based on hopes2/2"  
[X Link](https://x.com/AdrianKowollik/status/1974409898537656694)  2025-10-04T09:42Z [----] followers, [---] engagements


"@kdebski11 PLN 400-500m recurring net income from existing games times peer group median P/E 2025E of 20x equals PLN 8-10bn. Not PLN 27.3bn (= #CDProjekt $CDR current valuation). The company's current valuation assumes that all future releases will be a success"  
[X Link](https://x.com/AdrianKowollik/status/1974462986933915880)  2025-10-04T13:13Z [----] followers, [---] engagements


"#Pepco $PCO #Citi obnizylo rating do Neutralnie a wyniki spolki odbijaja i bedzie kolejna transza buybacku. Niesamowite jak lokalsi psuja ta hosse"  
[X Link](https://x.com/AdrianKowollik/status/1975457526662766914)  2025-10-07T07:05Z [----] followers, [----] engagements


"@ksochanek CCC - EV/EBITDA 2025E = 93x LPP - 83x Associated British Foods (Primark) - 68x #Pepco $PCO👇"  
[X Link](https://x.com/AdrianKowollik/status/1975471715980615889)  2025-10-07T08:02Z [----] followers, [---] engagements


"#Pepco $PCO Nowe ATH"  
[X Link](https://x.com/AdrianKowollik/status/1975491342831636917)  2025-10-07T09:20Z [----] followers, [----] engagements


"@Mateusz92061496 @GotfrydKarol Don't sell your winners too early #Pepco $PCO"  
[X Link](https://x.com/AdrianKowollik/status/1975512866519208226)  2025-10-07T10:45Z [----] followers, [---] engagements


"#Synektik $SNT Segment Medical equipment/IT/Services segment - in 12m order intake c. PLN391m (last FY: PLN360m). In Q4 2024/25 PLN145m vs. PLN82.7m prev. year. Backlog - PLN75.9m (prev. year: PLN36.1m). Active offers - PLN198.7m (PLN141.5m). We should see PLN 300/share very soon"  
[X Link](https://x.com/AdrianKowollik/status/1976191569570013321)  2025-10-09T07:42Z [----] followers, [----] engagements


"#Toya $TOY #Poland #stocks Cheap valuation solid ROCE and at least 40% discount vs. main peer #Einhell"  
[X Link](https://x.com/AdrianKowollik/status/1976195071654625793)  2025-10-09T07:56Z [----] followers, [----] engagements


"#Toya $TOY is supposed to buy back max. 12.5m shares by [----] (in [----] 1m have been bought back so far). So its basically the same story as Comp which is buying back own shares each year and whose valuation has increased 7x over the last few years"  
[X Link](https://x.com/AdrianKowollik/status/1976195602448101536)  2025-10-09T07:58Z [----] followers, [---] engagements


"#Synektik $SNT PEG ratio for 2024/25 and 2025/26 remains well below [--] (0.5-0.6)"  
[X Link](https://x.com/AdrianKowollik/status/1976197606419136625)  2025-10-09T08:06Z [----] followers, [---] engagements


"#Synektik $SNT New ATH"  
[X Link](https://x.com/AdrianKowollik/status/1976567384040480819)  2025-10-10T08:36Z [----] followers, [----] engagements


"Best #Poland #investment stories IMO for Q4/25 due to likely positive news flow in the short term and seasonaility of results: #Synektik $SNT #Pepco $PCO #Oponeo $OPN"  
[X Link](https://x.com/AdrianKowollik/status/1976932379601367165)  2025-10-11T08:46Z [----] followers, [----] engagements


"UuuJeden z brokerow podniosl #Pepco $PCO z Sell do Hold"  
[X Link](https://x.com/AdrianKowollik/status/1978367594194231367)  2025-10-15T07:49Z [----] followers, [----] engagements


"@Kurencja Zrodlo: Trigon Daily"  
[X Link](https://x.com/AdrianKowollik/status/1978402214411436064)  2025-10-15T10:06Z [----] followers, [--] engagements


"#Pepco $PCO New 12-months high today at PLN [-----] #retail #Poland"  
[X Link](https://x.com/AdrianKowollik/status/1978725221159809032)  2025-10-16T07:30Z [----] followers, [---] engagements


"#Rheinmetall #Germany #stocks still attractive based on PEG. Yearly sales growth is expected to reach 29.7%-35.1% in 2025-27"  
[X Link](https://x.com/AdrianKowollik/status/1979789613331054927)  2025-10-19T06:00Z [----] followers, [---] engagements


"#Pepco $PCO #GoogleTrends The worldwide Google searches for Pepco always strongly increase in Sep-Dec"  
[X Link](https://x.com/AdrianKowollik/status/1979826328422740448)  2025-10-19T08:25Z [----] followers, [----] engagements


"Google searches for #Pepco's brand #Dealz are currently at a higher level y-o-y"  
[X Link](https://x.com/AdrianKowollik/status/1979827085725352310)  2025-10-19T08:28Z [----] followers, [---] engagements


"#Synektik $SNT No i kolejna umowa (na [---] mln PLN: da Vinci i system APOTECA"  
[X Link](https://x.com/AdrianKowollik/status/1980195617826639911)  2025-10-20T08:53Z [----] followers, [---] engagements


"#Synektik $SNT PEG ratio 2024/25E-2025/26E is still attractive at c. [---]. Thus PTs above PLN 300/share seem 100% justified. #Poland #stocks #healthcare"  
[X Link](https://x.com/AdrianKowollik/status/1980499829634597333)  2025-10-21T05:02Z [----] followers, [----] engagements


"This is #Synektik $SNT PEG ratio based on data from marketscreener #Synektik $SNT PEG ratio 2024/25E-2025/26E is still attractive at c. [---]. Thus PTs above PLN 300/share seem 100% justified. #Poland #stocks #healthcare #Synektik $SNT PEG ratio 2024/25E-2025/26E is still attractive at c. [---]. Thus PTs above PLN 300/share seem 100% justified. #Poland #stocks #healthcare"  
[X Link](https://x.com/AdrianKowollik/status/1980510771231801387)  2025-10-21T05:45Z [----] followers, [----] engagements


"#Bike sales (in units) in #Germany in the last years. The sector has been in trouble since 2021"  
[X Link](https://x.com/AdrianKowollik/status/1980867727746077149)  2025-10-22T05:24Z [----] followers, [---] engagements


"#CCC out z MSCI w listopadzie #Pepco in. Mark my words"  
[X Link](https://x.com/AdrianKowollik/status/1981336088485527987)  2025-10-23T12:25Z [----] followers, [----] engagements


"#Synektik $SNT "The #CEE robotic surgery market is projected to expand at a CAGR 13%-16% from [----] to [----] aligning closely with the European average growth trend observed in Western markets like Germany and the UK. By [----] the market is expected to exceed USD [----] billion.""  
[X Link](https://x.com/AdrianKowollik/status/1981611919078232364)  2025-10-24T06:41Z [----] followers, [----] engagements


"In my latest update on #Synektik $SNT I estimated revenues from #daVinci in 2031/32E (PL CZ SK EST LTV LT) at c. PLN 1bn/USD 275m"  
[X Link](https://x.com/AdrianKowollik/status/1981617182921416876)  2025-10-24T07:02Z [----] followers, [---] engagements


"@handelsblatt #Rheinmetall By mid-2026 the CEO sees a backlog of max. EUR 120bn. By [----] revenues could reach EUR 25bn (2024: EUR 10bn) and by [----] EUR 40-50bn"  
[X Link](https://x.com/AdrianKowollik/status/1981964025362612533)  2025-10-25T06:00Z [----] followers, [---] engagements


"#Palantir $PLTR The biggest bubble on Wall Street. Check out their PEG (Source: CapitalIQ)"  
[X Link](https://x.com/AdrianKowollik/status/1983784891335774656)  2025-10-30T06:35Z [----] followers, [---] engagements


"#Genomtec $GMT advisor #ClairfieldInternational in H1/25 advised South-African #LifeHealthcare Molecular Imaging (owner of Polish #Scanmed) on its sale to US-based #Lantheus (EUR 719m transaction). Thats not bad"  
[X Link](https://x.com/AdrianKowollik/status/1984250917903057072)  2025-10-31T13:27Z [----] followers, [----] engagements


"The #PointofCare #Diagnostics market is expected to grow from approx. USD 50bn in [----] to over USD 100bn by [----] with a CAGR around 7.6% to 8.6% during 2025-2033 according to various sources. #Genomtec"  
[X Link](https://x.com/AdrianKowollik/status/1984607265710637375)  2025-11-01T13:03Z [----] followers, [----] engagements


"1. Increasing prevalence of chronic diseases such as diabetes require continuous monitoringPOC devices allow convenient testing at home or point of care. [--]. Growing emphasis on healthcare accessibility especially in remote and underserved regions promotes adoption of #POC $GMT"  
[X Link](https://x.com/AdrianKowollik/status/1984607267593826403)  2025-11-01T13:03Z [----] followers, [---] engagements


"#Votum $VOT Trail. P/E after H1/25 = 7.1x PEG = 0.08"  
[X Link](https://x.com/AdrianKowollik/status/1984745089848025304)  2025-11-01T22:11Z [----] followers, [---] engagements


"#iFirma $IFM Trail. P/E = 25.7x PEG = 0.20"  
[X Link](https://x.com/AdrianKowollik/status/1984747607004983329)  2025-11-01T22:21Z [----] followers, [---] engagements


"#KinoPolskaTV $KPL Trail. EV/EBITDA H1/25 = 4.4x"  
[X Link](https://x.com/AdrianKowollik/status/1984748790058750423)  2025-11-01T22:26Z [----] followers, [---] engagements


"Interesting: c. EUR 400bn are inherited in #Germany each year. [------] Germans can live off their own wealth. In [----] this number of c. [------] lower"  
[X Link](https://x.com/AdrianKowollik/status/1984885926934216998)  2025-11-02T07:30Z [----] followers, [---] engagements


"#Synektik $SNT New ATH of PLN [---] today. #Poland #diagnostics #stocks #healthcare"  
[X Link](https://x.com/AdrianKowollik/status/1985981674195193899)  2025-11-05T08:05Z [----] followers, [----] engagements


"Update: New ATH PLN [------] #Synektik $SNT. I am confident that in November Synektik will report 2024/25 above consensus"  
[X Link](https://x.com/AdrianKowollik/status/1985997534704111803)  2025-11-05T09:08Z [----] followers, [---] engagements


"#DaVinci #Synektk competition: No [--] worldwide is #CMRSurgical (UK-based company) #Versius with [-----] surgeries performed across 30+ countries. Next is #Medtronic #Hugo whose clients are mainly based in Europe Latam and Asia.However #daVinci global presence is much stronger"  
[X Link](https://x.com/AdrianKowollik/status/1986065124105265179)  2025-11-05T13:36Z [----] followers, [---] engagements


"#ETF portfolio that pays you monthly income: [--]. SPDR S&P Global Dividend Aristocrats UCITS ETF [--]. iShares STOXX Global Select Dividend [---] UCITS ETF (DE) [--]. VanEck Developed Markets Dividend Leaders"  
[X Link](https://x.com/AdrianKowollik/status/1986869627797033225)  2025-11-07T18:53Z [----] followers, [---] engagements


"#SssMicrotech Another diamond from the #Germany #semiconductorindustry. Most anslysts have PT EUR 40+ (Market price: EUR 34)"  
[X Link](https://x.com/AdrianKowollik/status/1988851232497111076)  2025-11-13T06:07Z [----] followers, [---] engagements


"#Ubisoft $UBI H1 2025/26 results have been postponed but their most recent release - "Anno 117: Pax Romana" - is currently No [--] on Steam's Global Top Sellers List #gaming #France https://steamdb.info/stats/globaltopsellers/ https://steamdb.info/stats/globaltopsellers/"  
[X Link](https://x.com/AdrianKowollik/status/1989214267242053897)  2025-11-14T06:10Z [----] followers, [---] engagements


"#Ubisoft $UBI "Anno 117: Pax Romana" is No [--] best-selling game on Amazon & No [--] on Steam Global Best Selling Games List even better than Battlefield [--] (which is No 9). Average ratings on Steam are also improving (75% now vs. 72% yesterday). Average metascore on metacritic: 85%"  
[X Link](https://x.com/AdrianKowollik/status/1989584338401235301)  2025-11-15T06:40Z [----] followers, [---] engagements


"Adj. EBITDA margin of #Bike24 is not even 5%. At #Dadelo $DAD it equals 11%"  
[X Link](https://x.com/AdrianKowollik/status/1990359438180421943)  2025-11-17T10:00Z [----] followers, [----] engagements


"#DAX -1.7% #NasdaqFuture -0.6% #Bitcoin -0.8% #Gold +0.9%. #Gold & cash are the only safe havens"  
[X Link](https://x.com/AdrianKowollik/status/1990787871914275097)  2025-11-18T14:23Z [----] followers, [---] engagements


"#Ubisoft $UBI After Q2 2025/26 results which showed a beat on net bookings and an non-IFRS operating profit I see a short-term trading opportunity. The stock should now recover from the low than was caused by a temporary breach of debt covenants. #gaming"  
[X Link](https://x.com/AdrianKowollik/status/1991800760544403610)  2025-11-21T09:28Z [----] followers, [----] engagements


"#Ubisoft $UBI +3.9% today in Paris trading. The company announced the closing of the transaction with #Tencent on November [--] resulting in a cash inflow of EUR 1.16bn. #gaming #France @Alphavalue #Ubisoft $UBI After Q2 2025/26 results which showed a beat on net bookings and an non-IFRS operating profit I see a short-term trading opportunity. The stock should now recover from the low than was caused by a temporary breach of debt covenants. #gaming #Ubisoft $UBI After Q2 2025/26 results which showed a beat on net bookings and an non-IFRS operating profit I see a short-term trading opportunity."  
[X Link](https://x.com/AdrianKowollik/status/1992868567809916941)  2025-11-24T08:11Z [----] followers, [---] engagements


"#Ferrexpo (Risky) #Ukraine recovery play. +40% in two trading days"  
[X Link](https://x.com/AdrianKowollik/status/1992879562448077135)  2025-11-24T08:54Z [----] followers, [---] engagements


"#Synektik $SNT again new ATH. And #RainbowTours $RBW is finally moving in the right direction (+9% in [--] month)"  
[X Link](https://x.com/AdrianKowollik/status/1995408867833131087)  2025-12-01T08:25Z [----] followers, [---] engagements


"Bank of America (BofA) has placed #ASML among its top semiconductor picks for [----]. No wonder the stock has performed so well over the last https://au.finance.yahoo.com/news/bofa-just-named-stock-top-111207301.htmlguccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKWHkiimESrs5lFIim6N-0ObtxQwwdDCdQN_lmsOn7AIxEDef6cjbNAAhcveOkvZd0DoOn-gm8KcxSpHtsNF6edWAFSDAnYrLqDKBlWz6kUuFQjGAtg-Y1dGMXT_Qoq40Ih6bw5moXoDmx0lI2-_srYC7ODl6c3dHD-Tbnu6fcH_"  
[X Link](https://x.com/AdrianKowollik/status/1996472259230523639)  2025-12-04T06:50Z [----] followers, [---] engagements


"#Arvinas [--] molecule in clinical study - Market cap USD 939m #CaptorTherapeutics - also [--] molecule in clinical study (same therapeutic areas) - Market cap USD 110m"  
[X Link](https://x.com/AdrianKowollik/status/1997631144750186968)  2025-12-07T11:35Z [----] followers, [---] engagements


"#Defence stocks are again top performers: #Rheinmetall #Renk #Ceotronics #Alzchem"  
[X Link](https://x.com/AdrianKowollik/status/1998343342728335503)  2025-12-09T10:45Z [----] followers, [---] engagements


"Call with #GKImmobile the #Poland Berkshire Hathaway with attractive shareholdings in the construction #Atrem and industrial sector #PJPMakrum on December [--] at 11:00 https://appairtime.com/de/loginredirect=%2Fde%2Finvestor%2Fevents%3FeventId%3D8c5e1679-bc08-4de5-bea9-64c965bf0a8f https://appairtime.com/de/loginredirect=%2Fde%2Finvestor%2Fevents%3FeventId%3D8c5e1679-bc08-4de5-bea9-64c965bf0a8f"  
[X Link](https://x.com/AdrianKowollik/status/1998729801201324334)  2025-12-10T12:21Z [----] followers, [---] engagements


"#Medtronic #surgicalrobot #Hugo secures FDA approval in the US https://www.fiercebiotech.com/medtech/medtronics-hugo-surgical-robot-secures-us-clearance https://www.fiercebiotech.com/medtech/medtronics-hugo-surgical-robot-secures-us-clearance"  
[X Link](https://x.com/AdrianKowollik/status/2000206730886520851)  2025-12-14T14:10Z [----] followers, [---] engagements


"World regions with [--] (liquid) stocks that are available for international investors"  
[X Link](https://x.com/AdrianKowollik/status/2001183145786253382)  2025-12-17T06:50Z [----] followers, [---] engagements


"Dependence of the US on capital markets is significant And investment income could hit nearly 1/4 of total tax receipts https://t.co/4u6itCduUC And investment income could hit nearly 1/4 of total tax receipts https://t.co/4u6itCduUC"  
[X Link](https://x.com/AdrianKowollik/status/2001368370479022400)  2025-12-17T19:06Z [----] followers, [---] engagements


"Two #NASDAQ companies which still seem relatively inexpensive based on the PEG ratio: [--]. #Netflix $NFLX - EPS growth 2026E-2027E = 27.2% & 27.4% vs. P/E 2026E-2027E = 23.4x & 18.3x 1/2"  
[X Link](https://x.com/AdrianKowollik/status/2001904870513873331)  2025-12-19T06:38Z [----] followers, [---] engagements


"Digital advertising in the US: #Alphabet - 24% #Meta - 23%.#TikTok - 4% #CNBC"  
[X Link](https://x.com/AdrianKowollik/status/2002067691675558265)  2025-12-19T17:25Z [----] followers, [---] engagements


"#Autonomousdriving #Robotaxis: #Waymo - testing in [--] US cities #Tesla - in [--] cities"  
[X Link](https://x.com/AdrianKowollik/status/2002069735564042334)  2025-12-19T17:33Z [----] followers, [---] engagements


"#Alphabet owns c. 75% in #Waymo (value of the stake: USD 70bn). BTW: It also owns a 10% in #SpaceX (c. USD 80bn)"  
[X Link](https://x.com/AdrianKowollik/status/2002094668356649331)  2025-12-19T19:12Z [----] followers, [---] engagements


"#Germany #SDAX (green) vs. #Poland #sWIG80 & #mWIG40 over the last [--] years. Reflects the condition of the respective economies"  
[X Link](https://x.com/AdrianKowollik/status/2007055326714237314)  2026-01-02T11:44Z [----] followers, [---] engagements


"#Germany liquid assets of private individuals reach EUR 10tr for the first time up from EUR 5.5tr in 2015"  
[X Link](https://x.com/AdrianKowollik/status/2007057428417065441)  2026-01-02T11:52Z [----] followers, [---] engagements


"#NASDAQ chart: It looks like the upward trend has stopped. We are now below the 50-day moving average and only c. [---] points above the 100-day moving average. My guess is that there will be a major correction soon. 1/2"  
[X Link](https://x.com/AdrianKowollik/status/2007782558550151534)  2026-01-04T11:53Z [----] followers, [---] engagements


"#NASDAQ Main reasons why a major correction may be imminent: [--]. Increasing indebtedness of #Tech companies due to massive investments in #AI [--]. Geopolitical uncertainty"  
[X Link](https://x.com/AdrianKowollik/status/2007782561800732744)  2026-01-04T11:54Z [----] followers, [---] engagements


"#Amica $AMC EV/Sales 2025E-26E - 0.3x EV/EBITDA 2025E-26E - 4.3x and 4.4x respectively (peer Electrolux: 5.5x & 4.7x). Gross margin 27% (Electrolux: 16%) net gearing 13.9% (Electrolux: 374.7%) free cash flow was positive in 2023-24 (Source: CapitalIQ). Chart looks good 👇"  
[X Link](https://x.com/AdrianKowollik/status/2009166226275356857)  2026-01-08T07:32Z [----] followers, [----] engagements


"#CCC (Market cap PLN 11.4bn): Calculation of multiples under the condition that the proposed buyback (over max. [--] years max. 2m shares at max. PLN 2m) will be passed by the AGM on January [--]. #Poland #fashion #stocks The impl. multiples look attractive"  
[X Link](https://x.com/AdrianKowollik/status/2009653786739106088)  2026-01-09T15:49Z [----] followers, [---] engagements


"In addition as 6.97% of #CCC shares are now shorted it seems likely that there will be a short squeeze due to the planned buyback"  
[X Link](https://x.com/AdrianKowollik/status/2009656540018733516)  2026-01-09T16:00Z [----] followers, [---] engagements


"#KoryxCopper $KRY Market cap of USD 193m corresponds to [----] of the est. NPV of its #Haib #copper project. The company which also has exploration projects in #Zambia recently raised USD 40m in a capital raise brokered by #Stifel one of [--] brokers that cover the company"  
[X Link](https://x.com/AdrianKowollik/status/2010649708390428686)  2026-01-12T09:47Z [----] followers, [---] engagements


"#Germany #smallcaps 🚀 in 2026-27"  
[X Link](https://x.com/AdrianKowollik/status/2013866002027626730)  2026-01-21T06:47Z [----] followers, [---] engagements


"Best investment case for #gold that I have read so far. The problem isn't Trump. The problem is the US. When the outside world observes Trump's insane behaviour and his threats against allies and we at the same time observe that there is no real action from the US public Congress the US Supreme Court or the US media about this The problem isn't Trump. The problem is the US. When the outside world observes Trump's insane behaviour and his threats against allies and we at the same time observe that there is no real action from the US public Congress the US Supreme Court or the US media about"  
[X Link](https://x.com/AdrianKowollik/status/2014231051988509010)  2026-01-22T06:58Z [----] followers, [---] engagements


"#CSG #CzechoslovakGroup #defence #stocks https://www.tagesschau.de/wirtschaft/boersengang-csg-michal-strnad-100.html https://www.tagesschau.de/wirtschaft/boersengang-csg-michal-strnad-100.html"  
[X Link](https://x.com/AdrianKowollik/status/2014966934941446292)  2026-01-24T07:42Z [----] followers, [---] engagements


"RT @EVR_CEE: #Oponeo $OPN #Poland #GoogleTrends Last [--] months"  
[X Link](https://x.com/anyuser/status/2015071444997177781)  2026-01-24T14:37Z [----] followers, [--] engagements


"RT @simongerman600: Germany remains Europes car capital"  
[X Link](https://x.com/AdrianKowollik/status/2015337517940162847)  2026-01-25T08:14Z [----] followers, [---] engagements


"#Poles have PLN 2tr/EUR 467bn in #savings thereof PLN 631bn/EUR 147bn in cash or bank accounts. Only 2.8% have shares (5.9% of those that are better off) 1/2 https://www.pb.pl/polak-ma-to-oszczedza-930386 https://www.pb.pl/polak-ma-to-oszczedza-930386"  
[X Link](https://x.com/AdrianKowollik/status/999906920440807426)  2018-05-25T06:56Z [----] followers, [--] engagements

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