# ![@BitchesBrewCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1414269008493297664.png) @BitchesBrewCap Waits

Waits posts on X about $ashml, debt, balance sheet, $dxtto the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: undefined [#](/creator/twitter::1414269008493297664/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1414269008493297664/c:line/m:interactions.svg)

- [--] Week [---] +12%
- [--] Month [---] -100%
- [--] Months [---------] +46,767%
- [--] Year [---------] +22,119%

### Mentions: undefined [#](/creator/twitter::1414269008493297664/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1414269008493297664/c:line/m:posts_active.svg)

- [--] Week [--] +14%
- [--] Month [--] -90%
- [--] Months [---] +208%
- [--] Year [---] +125%

### Followers: [---] [#](/creator/twitter::1414269008493297664/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1414269008493297664/c:line/m:followers.svg)

- [--] Week [---] -0.76%
- [--] Month [---] -1.10%
- [--] Months [---] +10%
- [--] Year [---] +50%

### CreatorRank: undefined [#](/creator/twitter::1414269008493297664/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1414269008493297664/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  45% [countries](/list/countries)  13% [stocks](/list/stocks)  7% [currencies](/list/currencies)  3%

**Social topic influence**
[$ashml](/topic/$ashml) 10%, [debt](/topic/debt) 10%, [balance sheet](/topic/balance-sheet) 9%, [$dxtto](/topic/$dxtto) 6%, [dividend](/topic/dividend) 5%, [inv](/topic/inv) 5%, [$cbox](/topic/$cbox) 5%, [$dxt](/topic/$dxt) 5%, [in the](/topic/in-the) 5%, [update](/topic/update) 5%

**Top accounts mentioned or mentioned by**
[@rocksover](/creator/undefined) [@nobodybutm3](/creator/undefined) [@recurvecapital](/creator/undefined) [@ld9918](/creator/undefined) [@tsxman](/creator/undefined) [@returnsjourney](/creator/undefined) [@namajapa](/creator/undefined) [@secrets4stocks](/creator/undefined) [@hawkeye74](/creator/undefined) [@ibkr](/creator/undefined) [@searching4value](/creator/undefined) [@breadcrumbsre](/creator/undefined) [@cdinewsletter](/creator/undefined) [@rhomboid1mf](/creator/undefined) [@taobanker](/creator/undefined) [@valuehurts](/creator/undefined) [@waltlightshed](/creator/undefined) [@stockthoughts81](/creator/undefined) [@napoleonchagnon](/creator/undefined) [@dakotastwits](/creator/undefined)

**Top assets mentioned**
[Cogent Communications Holdings, Inc. (CCOI)](/topic/$ccoi) [Accel Entertainment, Inc. (ACEL)](/topic/$acel) [Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP)](/topic/$bip) [Civeo Corporation (CVEO)](/topic/$cveo) [Nov Inc (NOV)](/topic/$nov) [Evotec SE (EVO)](/topic/$evo)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$ASHM.L #ASHM #Ashmore FY'2025 Results: * Good reduction in personnel costs * The big final dividend is kept at 12.1p * New offices Qatar & Mexico * Reported EPS=11.8p.wo seed capital gains=7.1p * Balance still strong: Cash=348.7M Inv=321.5M Waiting for the AUMs to come"  
[X Link](https://x.com/BitchesBrewCap/status/1963884235942482038)  2025-09-05T08:37Z [---] followers, [---] engagements


"$ASHM.L #ASHM #Ashmore Q1'2026 Trading Update: * +2% seq. in AuM. +1.4B Inv. Perf -0.3B outflows * Net Inflows in Local Currency Equities and Alternatives (ATH in Alts) * Reduction in External Debt [--] Q's in a row increasing AuM modestly but flows not showing yet"  
[X Link](https://x.com/BitchesBrewCap/status/1979135396215767473)  2025-10-17T10:40Z [---] followers, [---] engagements


"$DGE.L #DGE First good news in a long time for Diageo. Seems a good choice to take the ship: https://x.com/valuehurts/status/1987784147168117083s=20 Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the job with his brutal objectivity. $DGE.L https://t.co/1wTIykgywa https://x.com/valuehurts/status/1987784147168117083s=20 Great news for Diageo with Dave Lewis announced as new CEO. He did a great job with Tesco slashing costs and focusing on operational efficiency. Perfect guy for the"  
[X Link](https://x.com/BitchesBrewCap/status/1987819239198351548)  2025-11-10T09:46Z [---] followers, [---] engagements


"$ASHM.L #ASHM #Ashmore Q2'2026 TU: * +7.8% seq. in AuM. +1.2B Inv. Perf +2.6B INFLOWS * Net Inflows in Fixed Income & Equities * Highest AUM since Q2'2024 Net Inflows.that was the only thing needed here. +32% YTD +85% since April'25+1 big div If this turns into a trend"  
[X Link](https://x.com/BitchesBrewCap/status/2012900008048083371)  2026-01-18T14:48Z [---] followers, [---] engagements


"$RFX.L #RFX #Ramsdens FY'2025 writeup: - Results: The Gold Fever - New Shops: [----] with the growth comeback - The Balance Sheet - Capital Allocation - The Future https://swearengenenterprises.substack.com/p/casas-de-empeno-en-reino-unido-5 https://swearengenenterprises.substack.com/p/casas-de-empeno-en-reino-unido-5"  
[X Link](https://x.com/BitchesBrewCap/status/2018996454346416380)  2026-02-04T10:34Z [---] followers, [---] engagements


"@Nobody_But_M3 I really like $EVO.AX. Although not sure about their last movement of acquiring Mayfield it does not seem they re going to get them"  
[X Link](https://x.com/BitchesBrewCap/status/2021132164402749484)  2026-02-10T08:00Z [---] followers, [--] engagements


"@Nobody_But_M3 Agree on MFD only thing I am not sure they will get them at 50c prob they need to raise the acq price a bit. About Embark (spanish pre-MFD offer) here my thoughts if you interested. Owner-operator thesis I think it is still on + most efficient player: https://swearengenenterprises.substack.com/p/guarderias-en-australia https://swearengenenterprises.substack.com/p/guarderias-en-australia"  
[X Link](https://x.com/BitchesBrewCap/status/2021272492589883843)  2026-02-10T17:18Z [---] followers, [--] engagements


"@Hawkeye_74 Mgmt is v. solid not only PKenyon Clyburn in the CFO is also v. good. Slowing stores opening @ right time special divi policy jewellery operation. Couple of years ago mgmt was the reason to go with #RFX vs H&T.and time is proving these guys are for the long run"  
[X Link](https://x.com/BitchesBrewCap/status/2021274536511979760)  2026-02-10T17:26Z [---] followers, [--] engagements


"$CME #CMEGroup announces special div + bbacks: - Special Div for Jan'25: 5.8$ (5.25$ in Jan'24) - Buybacks up to 3B (MC=87.5B = 3.4% of the shares) - From [----] the Special Div will go together with the common Div for Q1 Thing of beauty the special dividends"  
[X Link](https://x.com/BitchesBrewCap/status/1864664823125999653)  2024-12-05T13:35Z [---] followers, [---] engagements


"Over the last [--] months = Margin loans @IBKR +16% Always the same game Interactive Brokers trading volumes: [--]. +70% of the volumes is Mag [--] [--]. Crypto related companies / coins [--]. Chip companies "Over the last [--] months our margin loans are up by 16%." https://t.co/12V0irmDYI Interactive Brokers trading volumes: [--]. +70% of the volumes is Mag [--] [--]. Crypto related companies / coins [--]. Chip companies "Over the last [--] months our margin loans are up by 16%." https://t.co/12V0irmDYI"  
[X Link](https://x.com/BitchesBrewCap/status/1867588977995509984)  2024-12-13T15:14Z [---] followers, [---] engagements


"$BEG.L #BEG #BegbiesTraynor (1/8) H1'25 Results: - Revenues: +16% - Adj. EBITDA: +20% - Adj. Diluted EPS: +11% - Int. Dividend: +8% - FCF: +8% - Entering in net debt territory (although 0.1x net debt/EBITDA) because earnouts payments - Fee Earners: +7% in the LTM"  
[X Link](https://x.com/BitchesBrewCap/status/1867868648930763254)  2024-12-14T09:46Z [---] followers, [---] engagements


"$BEG.L #BEG #BegbiesTraynor (2/8) Insolvency (55% of the revenues): - Revenues: +7% all organic - Pipeline: +9% - Higher value cases - Corp. insolvencies flat in '24 vs '23. Administration appointments still in low levels"  
[X Link](https://x.com/BitchesBrewCap/status/1867868652403564771)  2024-12-14T09:46Z [---] followers, [--] engagements


"$BEG.L #BEG #BegbiesTraynor (3/8) Property (30% of the revenues): - Revenues: +24% (organic +8% acq +16%) - Property auction volumes increases with acquisitions (SDL Auctions Mark Jenkinson) people that wants to sell quickly a RE - More norm. margin (16.6%)"  
[X Link](https://x.com/BitchesBrewCap/status/1867868655838773293)  2024-12-14T09:46Z [---] followers, [--] engagements


"$BEG.L #BEG #BegbiesTraynor (4/8) Advisory (15% of the revenues): - Revenues: +39% all organic - Strong growth with debt advisory finance broking special situations and M&A - Margin improvement (25.8% from 24.7%)"  
[X Link](https://x.com/BitchesBrewCap/status/1867868658589954444)  2024-12-14T09:46Z [---] followers, [--] engagements


"$BEG.L #BEG #BegbiesTraynor (5/8) Costs: - Group service costs: 11% increase but now 6.4% of revenues vs 6.7% last year - Finance costs: increase because debt increase (1.1M vs 0.8M) - Acq: 4.1M vs 4M last year. 4.7M earn-outs payments expected for H2. 10.5M more until Dec'27"  
[X Link](https://x.com/BitchesBrewCap/status/1867868660595081697)  2024-12-14T09:46Z [---] followers, [--] engagements


"$BEG.L #BEG #BegbiesTraynor (6/8) EBITDA to FCF: - 0.8M in buybacks to settle another earn-out payment taking advantage of low share price. Without the acq. payments dividends 50% FCF"  
[X Link](https://x.com/BitchesBrewCap/status/1867868663220486523)  2024-12-14T09:46Z [---] followers, [--] engagements


"$BEG.L #BEG #BegbiesTraynor (7/8) Acquisitions: - Focus on Property - 5M turnover target. 10M more problematic for the lock-in period or more partners to decide - P/E between 5x and 7x depending on the business"  
[X Link](https://x.com/BitchesBrewCap/status/1867868665569509673)  2024-12-14T09:46Z [---] followers, [--] engagements


"$BEG.L #BEG #BegbiesTraynor (8/8): - Solid results and the share price rose a bit but not much still single digit P/E dividend 4% and sustainable with FCF good diversification in the segments growth path with good mix organic and acqs solid mgmt. https://www.youtube.com/watchv=YG-M4UdUrkU https://www.youtube.com/watchv=YG-M4UdUrkU"  
[X Link](https://x.com/BitchesBrewCap/status/1867868667729580253)  2024-12-14T09:46Z [---] followers, [--] engagements


"A very good one about Japanese equities and its value thesis: https://www.youtube.com/watchv=IVUxjKM84xI https://www.youtube.com/watchv=IVUxjKM84xI"  
[X Link](https://x.com/BitchesBrewCap/status/1874864335627182091)  2025-01-02T17:04Z [---] followers, [--] engagements


"@searching4value No idea Krka was slowly rerating after the big drawdown of the russian invasion and right now is only +10% vs before the ddown. In general it seems some other markets like Baltics seem catching slowly some flows. Wonder if Slovenia @ some time will open more its Stock Exchange"  
[X Link](https://x.com/BitchesBrewCap/status/1879926844054745126)  2025-01-16T16:21Z [---] followers, [--] engagements


"$ASB.WA #Asbis Enterprises December'24 Sales: 383M (+16.77% YoY): - Slovakia 2x sales - Poland & Emirates double digit growth - Kazakhstan + signs - Slightly above of 3B the full [----] sales (-1.7% YoY) - Low end of guidance was 3.1B they were close. - Full Results: 27-02-25"  
[X Link](https://x.com/BitchesBrewCap/status/1882330659156636010)  2025-01-23T07:32Z [---] followers, [---] engagements


"$DXT.TO #Dexterra writeup with its full [----] results. Link in picture and bio: - New Reporting segments: Support Services & Asset-Based Services - Simplification of the business - Margin dynamics in Asset-Based Services - Improved Balance Sheet - Buybacks acceleration"  
[X Link](https://x.com/BitchesBrewCap/status/1901273166187520410)  2025-03-16T14:03Z [---] followers, [---] engagements


"@breadcrumbsre For United States is a good thing to weaken the dollar"  
[X Link](https://x.com/BitchesBrewCap/status/1910635352781475841)  2025-04-11T10:05Z [---] followers, [--] engagements


"Very good (and easy to understand) explanation of all the main points in the $CCOI thesis by @RecurveCapital really helpful as usual: https://x.com/RecurveCapital/status/1909663528535179571 https://x.com/RecurveCapital/status/1909663528535179571"  
[X Link](https://x.com/BitchesBrewCap/status/1912391546072150342)  2025-04-16T06:24Z [---] followers, [---] engagements


"@CDInewsletter And good and nice buybacks on top thanks to that low payout. As they issue shares to finance the acquisitions maybe it is not noticed but the buybacks are helping also in the per share metrics"  
[X Link](https://x.com/BitchesBrewCap/status/1917932429597159479)  2025-05-01T13:21Z [---] followers, [---] engagements


"$PIF.TO #PIF #PolarisRenewable writeup Q1'2025 results. Link in picture and bio: - QTR revenues and energy production for the segments - Balance position and elimination of debts + green bond - New prospective BESS project in Puerto Rico - Minimal Buybacks + Cash Flows detailed"  
[X Link](https://x.com/BitchesBrewCap/status/1918641007131824224)  2025-05-03T12:17Z [---] followers, [---] engagements


"Amazing presentation about $ISC.TO (Information Services Corp) from Plantro A pretty good business being diluted by. .lots of M&A not creating value. No buybacks and divis pretty flat during the years. .management the only one taking money home https://x.com/hurdle_rate/status/1919568901811130681 $ISC.TO Excellent presentation about management incompetence at Information Services https://t.co/ne8aYcH4Nt https://x.com/hurdle_rate/status/1919568901811130681 $ISC.TO Excellent presentation about management incompetence at Information Services https://t.co/ne8aYcH4Nt"  
[X Link](https://x.com/BitchesBrewCap/status/1920465145987207374)  2025-05-08T13:05Z [---] followers, [---] engagements


"@RocksOver Strike looks good I have in the watchlist. In this sector I went with Yamada Consulting. Lower ROE but broader services offered + investment part in unlisted equities. Net cash also with Big % of mcap in cash. The space looks compelling big runway in succession M&A and so on"  
[X Link](https://x.com/BitchesBrewCap/status/1929795665229459677)  2025-06-03T07:01Z [---] followers, [--] engagements


"$4792.T #YamadaConsulting Writeup about Yamada Consulting (TYO.4792). Link in picture and bio: - History - Consulting Business - Segments: Consulting Investments - Balance Sheet - Capital Allocation - Major Shareholders"  
[X Link](https://x.com/BitchesBrewCap/status/1931691559751229570)  2025-06-08T12:35Z [---] followers, [----] engagements


"@rhomboid1MF Houstonprobably it was a club from $RICK 😬"  
[X Link](https://x.com/BitchesBrewCap/status/1931795511268319287)  2025-06-08T19:28Z [---] followers, [--] engagements


"@RocksOver Amazing stuff. In what other market you see a company remove half of the shares just like that"  
[X Link](https://x.com/BitchesBrewCap/status/1932731746992161009)  2025-06-11T09:28Z [---] followers, [---] engagements


"$6013.T #Takuma Writeup update about its FY'2024 (TYO.6013). Link in picture and bio: - Upward Revision of Financial Targets - Results FY'2024 - Balance Sheet - Capital Allocation"  
[X Link](https://x.com/BitchesBrewCap/status/1935720592214216888)  2025-06-19T15:25Z [---] followers, [----] engagements


"$3513.T #Ichikawa Writeup (TYO.3513) another Japenese full of cash. Link in picture and bio: - History Summary - The Business: parts for the papermaking machines - Balance Sheet - Capital Allocation - Shareholders Structure - Medium Term Plan "NE-27" for FY25 FY26 and FY27"  
[X Link](https://x.com/BitchesBrewCap/status/1941153606801174903)  2025-07-04T15:14Z [---] followers, [---] engagements


"@taobanker Yes but probably at the end the home made solution that fits to your needs is the best one 😉"  
[X Link](https://x.com/BitchesBrewCap/status/1942278425953087616)  2025-07-07T17:43Z [---] followers, [--] engagements


"$MBR.WA #MBR #MoBruk Update writeup about the situation. Link in picture bio and below: - Results Q1'2025 - Balance Sheet & Capital Allocation - Eco Point PSA Acquisition - Increased Fees Supreme Administrative Resolution"  
[X Link](https://x.com/BitchesBrewCap/status/1944029023559876914)  2025-07-12T13:40Z [---] followers, [---] engagements


"$CBOX.L #CBOX #CakeBox Update writeup about the FY'2025 final results. Link in picture bio and below: - Ambala Foods acquisition - Results FY'2025 - Balance Sheet & Capital Allocation - Expansion to France https://swearengenenterprises.substack.com/p/tartas-de-celebracion-en-reino-unido-175 https://swearengenenterprises.substack.com/p/tartas-de-celebracion-en-reino-unido-175"  
[X Link](https://x.com/BitchesBrewCap/status/1946563590359535936)  2025-07-19T13:31Z [---] followers, [---] engagements


"$ASB.WA #Asbis is flying.June [----] Monthly Sales +65.5% vs 2024: - Slovakia leading the way - Kazakhstan leading together with United Emirates. KAZ recovery - Smartphones servers SSD drives DRAM memory.broad demand Will see the margins of all this in Q2 results"  
[X Link](https://x.com/BitchesBrewCap/status/1948091405722612193)  2025-07-23T18:42Z [---] followers, [---] engagements


"@valuehurts Any preference for $NOV vs $HTG.L Hunting Plc Or just simply sizing up the smaller position in the portfolio"  
[X Link](https://x.com/BitchesBrewCap/status/1950967628295708988)  2025-07-31T17:11Z [---] followers, [---] engagements


"@WaltLightShed No news about the data centers sale.bfff. I really don't get the buybacks. Divi probably neither but ok you have this very long history of divis. But buybacks now With the debt out of control I am really curious for how much they're going to get for the data centers"  
[X Link](https://x.com/BitchesBrewCap/status/1953440149758517615)  2025-08-07T12:56Z [---] followers, [---] engagements


"@stockthoughts81 Yes I know they have some mechanisms to delever but for now we're waiting. I guess the DCs sale should come anytime soon. I think the market does not like the pile of debt + waves are not accelerating for the moment. Why debt is out of control Well.:"  
[X Link](https://x.com/BitchesBrewCap/status/1953516823623643374)  2025-08-07T18:01Z [---] followers, [---] engagements


"@LD9918 I saw the Bank of England also decreased 0.25%. But I really do not get it. With all the asset classes in ATH the global economies doing pretty OK I would say.I do not see the need for these cuts and this pressure to cut everywhere. ZIRP did a big damage to everybody"  
[X Link](https://x.com/BitchesBrewCap/status/1955161686031147301)  2025-08-12T06:57Z [---] followers, [--] engagements


"@tsxman The new developments are also coming in the next quarter (Q3) that should help also. Quarter by quarter the payout is going lower and lower. Really impressive how NOI increased even without all the sales they did"  
[X Link](https://x.com/BitchesBrewCap/status/1955173476576182496)  2025-08-12T07:44Z [---] followers, [---] engagements


"@NapoleonChagnon Yes actually in this position I was thinking that with the weaker $ interest rates declining and so on maybe it was the time to turn into a rocket.but not so easy ;) Or maybe this is what we get and that's it.let's see"  
[X Link](https://x.com/BitchesBrewCap/status/1955242390198878512)  2025-08-12T12:18Z [---] followers, [--] engagements


"@ReturnsJourney Asa International Eleving Group Asbis Polaris Renewable. The last one is renewable energy though"  
[X Link](https://x.com/BitchesBrewCap/status/1960761189589217523)  2025-08-27T17:47Z [---] followers, [---] engagements


"I do not like offices at all personally.but when practically everybody is going back right now and the office buildings are more than dirt cheap + no new supply. Another interesting idea in the Canadian REIT space by @tsxman . Very well explained: https://x.com/eventdriven4l/status/1969015187786133573 Just had an epic chat with Chris Kanaan on why True North Commercial REIT $TNT.UN is primed to soar 📈 Strong balance sheet insider buying and massive upside in Canada's CRE market. 🚀 Don't miss this. Watch now: https://t.co/uWgUa1WNoE https://t.co/CD1oUA7r3Y"  
[X Link](https://x.com/BitchesBrewCap/status/1969405302706512016)  2025-09-20T14:16Z [---] followers, [----] engagements


"$3836.T ($3836.T) (TYO.3836) #AvantGroup writeup. Founder still there high ROEs net cash JP: - Goal: Consolidated Accounting automation. - The Business - The Balance Sheet - The Market - Possible Risks - Morikawa still at the front - The Opportunity https://swearengenenterprises.substack.com/p/caja-y-balance-4-avant-group https://swearengenenterprises.substack.com/p/caja-y-balance-4-avant-group"  
[X Link](https://x.com/BitchesBrewCap/status/1971912272235974833)  2025-09-27T12:18Z [---] followers, [----] engagements


"@DakotasTwits What do you think about $ACEL Better to own the software or the machine itself 🤨"  
[X Link](https://x.com/BitchesBrewCap/status/1578453102235365377)  2022-10-07T18:32Z [---] followers, [--] engagements


"@Namajapa $nzm worths a look How are the quellensteuer for New Zealand dividends"  
[X Link](https://x.com/BitchesBrewCap/status/1663433897449869312)  2023-05-30T06:35Z [---] followers, [---] engagements


"$CBOX New Stores opened in [----] came lower than 2022: - [--] in [----] vs [--] in [----]. Of this [--] shops were in new towns. - [--] stores opened at the moment since year end. So they are in [---] currently"  
[X Link](https://x.com/BitchesBrewCap/status/1673268350984790017)  2023-06-26T09:53Z [---] followers, [---] engagements


"$SEQ.AX Buybacks Status all # shares. 30-Jun-23 (end of FY23): 135.054M total shares 04-Sep-23: 0.6M buyback 14-Sep-23: 0.094M buyback 18-Sep-23: 0.15M buyback 21-Sep-23: [--] share buyback 25-Sep-23: 0.310817M buyback 28-Sep-23: 0.149182M buyback Buyback Total=1.303999M (0.966%)"  
[X Link](https://x.com/BitchesBrewCap/status/1707397538083418467)  2023-09-28T14:11Z [---] followers, [---] engagements


"@Namajapa I sold $isv.to too not fully captured the recent price appreciation but it was one of my smaller positions. I do not feel to build a bigger position in this one the debt load is too much for me for a small cap.I like the business though. what about $landp why interesting"  
[X Link](https://x.com/BitchesBrewCap/status/1713560571994374519)  2023-10-15T14:20Z [---] followers, [---] engagements


"$BIP Q3'23: - FFO: +7% (YTD: +9%) - 2B of asset recycling while new investments begins contribution in Q4'23. - Utilities: +17% (10% organic) - Transport: flat (+7% organic) - Midstream: -5% - Data: +10% - 1M units buyback (0.1% of shares) not moving the needle much"  
[X Link](https://x.com/BitchesBrewCap/status/1719802640098320601)  2023-11-01T19:44Z [---] followers, [---] engagements


"$BIP They discussed also about the increase in finance costs where [---] basis points should decrease the FFO by: - 2024: 25M - 2025: 20M - 2026: 50M The [----] FFO can grow only because the index escalators 100M https://bip.brookfield.com/sites/bip-brookfield-ir/files/Brookfield-BIP-IR-V2/2023/Q3/bip-q3-23-letter-to-unitholders.pdf https://bip.brookfield.com/sites/bip-brookfield-ir/files/Brookfield-BIP-IR-V2/2023/Q3/bip-q3-23-letter-to-unitholders.pdf"  
[X Link](https://x.com/BitchesBrewCap/status/1719802641838993895)  2023-11-01T19:44Z [---] followers, [---] engagements


"$CBAV $CBAV.MC #ClinicaBaviera proposed dividend of [----] for FY'2023. They did not do Dec-23 payment but.they compensate for it at the end: Dividends for FY'2022: [----] (0.50+0.80) Dividends for FY'2023: [----] (1 payment in May-June probably)"  
[X Link](https://x.com/BitchesBrewCap/status/1773282973414015108)  2024-03-28T09:36Z [---] followers, [---] engagements


"$CBAV $CBAV.MC #ClinicaBaviera Q1'2024 Results: Revenues +12% - Spain +11% - Germany+Vienna +13% - Italy +16% EBITDA +9% - Spain +8% - Germany+Vienna +8% - Italy +26% Net Income +7% Net Cash Position 58.3M (12% MC) big div will come soon [---] Clinics (SP:75 GER:29 IT: 8)"  
[X Link](https://x.com/BitchesBrewCap/status/1794091088581464234)  2024-05-24T19:40Z [---] followers, [---] engagements


"$CBAV $CBAV.MC #ClinicaBaviera and today acquisition of Optimax Group in UK (new country for CBAV) - [--] clinics in the main cities of UK (131 total now) - Price: 11.7M + 3-11M in the next [--] years depending on EBITDA levels I like the use of the net cash position"  
[X Link](https://x.com/BitchesBrewCap/status/1794383913265340697)  2024-05-25T15:03Z [---] followers, [----] engagements


"$ACEL Accel Entertainment acq. of Fairmount Holdings: - [----] million shares of ACEL (35M USD) - [--] of only [--] active horse racing venues in Illinois - Active Racetrack w [--] race days + [---] horse races annually - Opp. to develop an authorized casino - Master sports betting license"  
[X Link](https://x.com/BitchesBrewCap/status/1813167294773604565)  2024-07-16T11:02Z [---] followers, [---] engagements


"$PIF.TO $DXT.TO $PIF $DXT #PolarisRenewable #Dexterra 2xWriteups with Updates on the Q2'2024 results for Polaris Renewable & Dexterra Group (spanish). Links in picture and bio @Patrick21350679 Great questions in the call of Polaris as always :)"  
[X Link](https://x.com/BitchesBrewCap/status/1821917923058897267)  2024-08-09T14:34Z [---] followers, [---] engagements


"$CVEO #Civeo announces a [--] years extension of an integrated services contract renewal in Australia. They were operating these [--] villages since Q2'24:"  
[X Link](https://x.com/BitchesBrewCap/status/1877703046840332452)  2025-01-10T13:04Z [---] followers, [---] engagements


"$AFM.V $AFM #AlphaminResources pretty nice thesis: https://x.com/Nesjamag/status/1885638575166763173 @Jam_invest @joetinbaron @e_jex My mini write up from end of [----]. https://t.co/BQS1dClJs6 https://x.com/Nesjamag/status/1885638575166763173 @Jam_invest @joetinbaron @e_jex My mini write up from end of [----]. https://t.co/BQS1dClJs6"  
[X Link](https://x.com/BitchesBrewCap/status/1886438700688584757)  2025-02-03T15:36Z [---] followers, [----] engagements


"$6013.T Takuma Writeup about its Q3'2024 (TYO.6013) (spanish). Link in picture and bio: - Improvement in the guidance for sales operating profit and earnings per share for [----] - Up the final dividend (38 yen from expected [--] yen) taking full dividend for [----] up to [--] yen"  
[X Link](https://x.com/BitchesBrewCap/status/1890714713601741219)  2025-02-15T10:48Z [---] followers, [---] engagements


"Good notes about the AGM of Clinica Baviera $CBAV https://x.com/LeoLilja/status/1927391553787462099 My notes on the Clinica Baviera AGM $CBAV Thread 👇👇👇 https://x.com/LeoLilja/status/1927391553787462099 My notes on the Clinica Baviera AGM $CBAV Thread 👇👇👇"  
[X Link](https://x.com/BitchesBrewCap/status/1927789026699845949)  2025-05-28T18:08Z [---] followers, [---] engagements


"@LD9918 I like $CAF. $EVO in the childcare space interesting also"  
[X Link](https://x.com/BitchesBrewCap/status/1927975888102027702)  2025-05-29T06:30Z [---] followers, [---] engagements


"What a great Master level conversation in $CCOI: https://x.com/YetAnotherValue/status/1932793718966227286 Podcast #319 is up @RecurveCapital goes deep (and I mean deep; we went for an hour and a half) on $CCOI https://t.co/vt2MwUHR1I https://x.com/YetAnotherValue/status/1932793718966227286 Podcast #319 is up @RecurveCapital goes deep (and I mean deep; we went for an hour and a half) on $CCOI https://t.co/vt2MwUHR1I"  
[X Link](https://x.com/BitchesBrewCap/status/1944705310658109642)  2025-07-14T10:27Z [---] followers, [---] engagements


"@Nesjamag @ReturnsJourney Whats in Luxembourg"  
[X Link](https://x.com/BitchesBrewCap/status/1945197436667846918)  2025-07-15T19:03Z [---] followers, [--] engagements


"$ASB.WA #Asbis Aug [----] Monthly Sales +36% vs 2024: - KAZ very well positive impact of the measures - Breezy new contract with Orange Polska - Products taking the lead for smartphones servers and server components"  
[X Link](https://x.com/BitchesBrewCap/status/1970197070679286022)  2025-09-22T18:42Z [---] followers, [---] engagements


"What an interesting guy Mike Rose is. The story behind the creation of Tourmaline & Topaz $TOU.TO $TPZ.TO Mike Rose interview https://t.co/2ilP6hkb0R Mike Rose interview https://t.co/2ilP6hkb0R"  
[X Link](https://x.com/BitchesBrewCap/status/1983083704307073226)  2025-10-28T08:09Z [---] followers, [---] engagements


"$DSW.L #DSW From 33:45 investor presentation of DSW Capital. It looks the FY'26 is starting well: https://x.com/romanp000/status/1978500662418722952s=20 $DSW.L recording of this Monday's MelloMonday presentation https://t.co/MwpLdDJEGa https://x.com/romanp000/status/1978500662418722952s=20 $DSW.L recording of this Monday's MelloMonday presentation https://t.co/MwpLdDJEGa"  
[X Link](https://x.com/BitchesBrewCap/status/1987820036719812906)  2025-11-10T09:50Z [---] followers, [---] engagements


"@Secrets4stocks Enagas"  
[X Link](https://x.com/BitchesBrewCap/status/2006092605483040772)  2025-12-30T19:58Z [---] followers, [--] engagements


"@asx_fu $PFG.AX maybe you like it price is not bad"  
[X Link](https://x.com/BitchesBrewCap/status/2008855939466883410)  2026-01-07T10:59Z [---] followers, [--] engagements


"$CVEO The #Civeo opportunity in a 1-page slide: https://x.com/northeasternsvf/status/1905280170975539707 https://x.com/northeasternsvf/status/1905280170975539707"  
[X Link](https://x.com/BitchesBrewCap/status/1916840946072707339)  2025-04-28T13:04Z [---] followers, [---] engagements


"$UMG.AS - Universal Music Group FY2021 - Revenue: +17% - EBITDA: +20.9% - EBITDA Margin: 21% - FCF: Positive. 638M - Net Debt/EBITDA: 1.2x - Dividend policy 50% net income. 0.40/share annual. 0.20/share already paid 0.20/share coming in 2022"  
[X Link](https://x.com/BitchesBrewCap/status/1499667776125943810)  2022-03-04T08:47Z [---] followers, [--] engagements


"$ASHM.L Q1 Trading Update: - Total AUM = 51.7B (-8% QoQ). 2.9B of net outflows and 1.3B of neg. inv. perf. - External & Corporate Debt falling double digit. - Net inflows in Alternative & Local Currency. The turn still needs time"  
[X Link](https://x.com/BitchesBrewCap/status/1712764919043526745)  2023-10-13T09:39Z [---] followers, [---] engagements


"$ASHM.L Ashmore Group Q2 AUM. +4% in AUM +3.9B in performance net outflows of -1.6B. Recovering what they lost in Q1. Slowly waiting for the turn in this one"  
[X Link](https://x.com/BitchesBrewCap/status/1746953992897274255)  2024-01-15T17:54Z [---] followers, [---] engagements


"$HME Hemisphere Energy providing corporate update 1) [----] results: - Q4'2023: record average production with [----] boe/d (+16% YoY). - [----] FY: average production in [----] boe/d (+10% YoY). - Cash position at the end of [----] FY. - [----] CAPEX: 16M - Buybacks: 3.5M shares"  
[X Link](https://x.com/BitchesBrewCap/status/1750557633021431835)  2024-01-25T16:33Z [---] followers, [---] engagements


"$HME 2) [----] Guidance: - [----] CAPEX: 21M (+5M vs 2023). - With the planned CAPEX = +10% in production growth. - Some problems in January with the extreme cold and [--] days downtime already baked in guidance. - Free Funds Flow: 19M. 50% to divis (0.1$ regular dividend for 2024)"  
[X Link](https://x.com/BitchesBrewCap/status/1750557635139498238)  2024-01-25T16:33Z [---] followers, [---] engagements


"$HME Hemisphere Energy great and really thorough interview with CEO Don Simmons: https://youtu.be/PRPNppMt2Tcsi=Ei-UFFWmuCifIEay https://youtu.be/PRPNppMt2Tcsi=Ei-UFFWmuCifIEay"  
[X Link](https://x.com/BitchesBrewCap/status/1751564441882091563)  2024-01-28T11:14Z [---] followers, [---] engagements


"$DXT.TO $DXT #Dexterra Writeup (in spanish) about Dexterra Group its latest Fiscal Year'2023 results and what's coming next. Link in bio or in this picture:"  
[X Link](https://x.com/BitchesBrewCap/status/1771220557247152493)  2024-03-22T17:01Z [---] followers, [---] engagements


"$ASHM.L #ASHM Ashmore Group Q3 AUM Update: - 51.9B (vs 54B Q2 end). Outflows 2.1B - Only the Equities part increased AUM Negative investment performance: -0.1B Net outflows: -2B Coombs remains positive but still waiting for The Turn to come"  
[X Link](https://x.com/BitchesBrewCap/status/1779808451339727038)  2024-04-15T09:46Z [---] followers, [---] engagements


"$DXT.TO $DXT #Dexterra Update writeup (in spanish) about Dexterra Group Q1'2024 results. Link in bio or in this picture:"  
[X Link](https://x.com/BitchesBrewCap/status/1794023496189722819)  2024-05-24T15:11Z [---] followers, [---] engagements


"$DXT.TO $DXT #Dexterra AGM [----]. Some interesting stuff. (1) Integrated platform with Support Services and Asset-based Services. - Support Services: capital light worst margin more predictable/recurrent - Asset-based Services: better margin more volatile"  
[X Link](https://x.com/BitchesBrewCap/status/1804452632259366915)  2024-06-22T09:53Z [---] followers, [---] engagements


"$HME.V $HME Hemisphere Energy Update: - Another special div of 0.03CAD - [--] successful horizontal wells in Atlee. [--] more to come - Polymer injection started in Marsden. Mgmt expects mid-2025 to increase reservoir pressure and evaluate production response at the three producers"  
[X Link](https://x.com/BitchesBrewCap/status/1838824476571570643)  2024-09-25T06:14Z [---] followers, [----] engagements


"$ASHM.L #ASHM #Ashmore Group good Q1'25 Trading Update +5% in AuM vs Q4'24 and again +50M in AuM. Everything increases except Alternatives. Let's see if it is really bottoming and the start of the turnaround"  
[X Link](https://x.com/BitchesBrewCap/status/1845828925026422820)  2024-10-14T14:08Z [---] followers, [---] engagements


"$DXT.TO $DXT #Dexterra Writeup with Update on the Q3'2024 results for Dexterra Group (spanish). Links in picture and bio:"  
[X Link](https://x.com/BitchesBrewCap/status/1855929465072751015)  2024-11-11T11:04Z [---] followers, [---] engagements


"$PIF.TO #PolarisRenewable settles the 175M green bond. Tap feature included with access to additional 50M"  
[X Link](https://x.com/BitchesBrewCap/status/1864548115635683335)  2024-12-05T05:51Z [---] followers, [---] engagements


"$ASHM.L #ASHM #Ashmore Group Q2'25 AuM Update: * -3B in AuM last Q (-5.8% vs Q1) * Net Outflows -0.4B & Neg. Performance -2.6B * Net Inflows in Equities & Alternatives (1. close of an infra debt fund) * Net Flows Neutral in Corporate Debt Waiting for the turn in Emerging Markets"  
[X Link](https://x.com/BitchesBrewCap/status/1879792043050021306)  2025-01-16T07:25Z [---] followers, [---] engagements


"$ASHM.L #ASHM #Ashmore Q3'25 Trading Update. The melting ice cube continues. -5% in AuM vs Q2'25 Net outflows of 3.9B vs positive inv. perf 1.3B AuM @ new minimums Local Currency especially bad"  
[X Link](https://x.com/BitchesBrewCap/status/1911687127814791623)  2025-04-14T07:45Z [---] followers, [---] engagements


"$ASHM.L #ASHM #Ashmore Q4'25 Trading Update. +3% in AuM vs Q3'25 Net outflows of 0.8B vs positive inv. perf 2.2B AuM Net flows positive in Equities Flat in external debt+alts Net flows negative in blended debt local curr and corporate debt Meh"  
[X Link](https://x.com/BitchesBrewCap/status/1944704357796094171)  2025-07-14T10:23Z [---] followers, [---] engagements


"$CBOX FY23 good improvement in the results vs H1'23. Starting with Revenues: - +5.6% in revenues with +9.6% in total franchise sales. - Like-for-like: after the -1.6% in H1'23 +3.4% in H2'23 and +5.4% in the first weeks of Q1'24"  
[X Link](https://x.com/BitchesBrewCap/status/1673268342659088385)  2023-06-26T09:53Z [---] followers, [---] engagements


"$CBOX Profits/Dividends: - +8.5% in Gross Margin: improvement in margins because of a better efficiency in the distribution centers. - -24.3% in EBITDA: overheads costs. - +7% in Dividends"  
[X Link](https://x.com/BitchesBrewCap/status/1673268345502834693)  2023-06-26T09:53Z [---] followers, [---] engagements


"$CBOX Balance/FCF/CAPEX: - +15% in the net cash position of the company: 7.4M vs 6.6M at the end of [----]. - FCF 6M vs 5.7M in [----]. - Dividends were 3.1M and CAPEX 2M with 1.1M in the distribution centers 0.4M in tech and 0.5M in the distribution fleet"  
[X Link](https://x.com/BitchesBrewCap/status/1673268348245913601)  2023-06-26T09:53Z [---] followers, [---] engagements


"$CBOX Valuation at the moment: - Market Cap: 55M - EV: 47.6M - 8x EV/FCF (FCF Yield 10%) 7x EV/EBITDA and let's see how it evolves overhead costs next year. Dividend yield around 6%. FCF Payout around 50%"  
[X Link](https://x.com/BitchesBrewCap/status/1673268353753051136)  2023-06-26T09:53Z [---] followers, [---] engagements


"$BATS.L #BATS Buyback Programme: - 700M for [----] - 900M for [----] Market Cap 53B at the moment. 3% of the MC at these prices"  
[X Link](https://x.com/BitchesBrewCap/status/1769649423418794214)  2024-03-18T08:57Z [---] followers, [----] engagements


"$RKT.L #RKT Reckitt Benckiser completes the Buyback Program 3.3% of the market cap"  
[X Link](https://x.com/BitchesBrewCap/status/1808396922593378775)  2024-07-03T07:06Z [---] followers, [---] engagements


"Great thread about the process with net-nets in Japan with the example of Sankyo ($6417.T) (TYO.6417). And such an early buyer in Sankyo Me I am in the [----] JPY level thanks BTW to the article from @RocksOver at that time https://x.com/Otone821/status/1932759254286336414 1/10 Sankyo (JP:6417) can teach you some valuable lessons when it comes to J-Net investing and DVI in general. Here is my take on the most important ones #valueinvesting #japan https://x.com/Otone821/status/1932759254286336414 1/10 Sankyo (JP:6417) can teach you some valuable lessons when it comes to J-Net investing and DVI"  
[X Link](https://x.com/BitchesBrewCap/status/1932794391170560241)  2025-06-11T13:37Z [---] followers, [---] engagements


"@aktieblogg I did not know this one. This is a bit cyclical right Curious stuff in Greece you have the producer/distributor of the toys and a final retailer with Jumbo $BELA.AT :)"  
[X Link](https://x.com/BitchesBrewCap/status/1942468290602848654)  2025-07-08T06:18Z [---] followers, [--] engagements


"$BNR.DE Good piece about Brenntag and the chemicals distribution: https://x.com/Abilitato_de/status/1987463029605236987s=20 Brenntag Aktie: Antizyklische Kaufgelegenheit beim weltweit fhrenden Chemikalienhndler Der ehemalige Brenntag CEO Christian Kohlpaintner sieht die Chemiebranche in der schwersten Krise seit dem Zweiten Weltkrieg. Aufgrund der mittlerweile sehr gnstigen Bewertungen ergeben https://t.co/kTe2HkKBx0 https://x.com/Abilitato_de/status/1987463029605236987s=20 Brenntag Aktie: Antizyklische Kaufgelegenheit beim weltweit fhrenden Chemikalienhndler Der ehemalige Brenntag CEO"  
[X Link](https://x.com/BitchesBrewCap/status/1992908067311333681)  2025-11-24T10:48Z [---] followers, [---] engagements


"@Secrets4stocks Airtel frica was a good indirect way to get exposure. But that ship is already gonelooking for to that writeup"  
[X Link](https://x.com/BitchesBrewCap/status/2012584427121946671)  2026-01-17T17:54Z [---] followers, [--] engagements


"$BATS.L #BATS Proposed Block Trade for ITC sale - Up to 3.5% of ITC's shares (436M shares) - After sale BATS will keep around 25.5% holding in ITC - Proceeds for Buybacks. 700M for [----] (1.3% of the MC) - Deleverage new range of 2-2.5x adj. net debt/EBITDA"  
[X Link](https://x.com/BitchesBrewCap/status/1767531666925371611)  2024-03-12T12:42Z [---] followers, [---] engagements


""We make investments w our own cash so no time limit no need to hurry we do not need to exit within a certain period so as long the share is undervalued even w low liquidity we can be active there" Amazing podcast with Hideaki Wada (Hikari Tsushin) https://www.youtube.com/watchv=Y5rRs1IK6Zo https://www.youtube.com/watchv=Y5rRs1IK6Zo"  
[X Link](https://x.com/BitchesBrewCap/status/1880169778670948605)  2025-01-17T08:26Z [---] followers, [---] engagements

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