# ![@DonChetis Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::477590145.png) @DonChetis Sr. Chetis

Sr. Chetis posts on X about $ww, $bfit, $moh, $wosg the most. They currently have [-----] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::477590145/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::477590145/c:line/m:interactions.svg)

- [--] Week [-----] -58%
- [--] Month [------] +501%
- [--] Months [------] +74%
- [--] Year [------] +1,907%

### Mentions: [--] [#](/creator/twitter::477590145/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::477590145/c:line/m:posts_active.svg)

- [--] Week [--] +24%
- [--] Month [--] +400%
- [--] Months [--] +150%
- [--] Year [--] +231%

### Followers: [-----] [#](/creator/twitter::477590145/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::477590145/c:line/m:followers.svg)

- [--] Week [-----] -0.09%
- [--] Month [-----] +1.50%
- [--] Months [-----] +3.10%
- [--] Year [-----] +11%

### CreatorRank: [---------] [#](/creator/twitter::477590145/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::477590145/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  16.28% [finance](/list/finance)  6.98% [technology brands](/list/technology-brands)  6.98% [cryptocurrencies](/list/cryptocurrencies)  2.33% [celebrities](/list/celebrities)  2.33% [musicians](/list/musicians)  1.16% [automotive brands](/list/automotive-brands)  1.16% [gaming](/list/gaming)  1.16% [social networks](/list/social-networks)  1.16% [la liga](/list/la-liga)  1.16%

**Social topic influence**
[$ww](/topic/$ww) #20, [$bfit](/topic/$bfit) 10.47%, [$moh](/topic/$moh) #10, [$wosg](/topic/$wosg) 6.98%, [muy](/topic/muy) #3001, [sobre](/topic/sobre) 3.49%, [estar](/topic/estar) 3.49%, [tiene](/topic/tiene) 3.49%, [$uber](/topic/$uber) 3.49%, [nueva](/topic/nueva) 2.33%

**Top accounts mentioned or mentioned by**
[@defab100](/creator/undefined) [@invesquotes](/creator/undefined) [@rovidk8i8](/creator/undefined) [@worldstockss](/creator/undefined) [@abrilquim](/creator/undefined) [@kaoticpadel](/creator/undefined) [@valueinvest12](/creator/undefined) [@inversionfundam](/creator/undefined) [@mdbbolsa](/creator/undefined) [@elbeltrans19](/creator/undefined) [@jessanleon](/creator/undefined) [@equitycycle](/creator/undefined) [@despachitony](/creator/undefined) [@carlosotermin](/creator/undefined) [@mtoribiorivera](/creator/undefined) [@manuinvesting](/creator/undefined) [@pedruzch](/creator/undefined) [@bargainbuyer](/creator/undefined) [@hfrabbi](/creator/undefined) [@crowdturtle](/creator/undefined)

**Top assets mentioned**
[WW International, Inc. Common Stock (WW)](/topic/$ww) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Metadium (META)](/topic/$meta) [Tesla, Inc. (TSLA)](/topic/tesla) [Accenture (ACN)](/topic/accenture) [HAMSTER (HAM)](/topic/hamster) [GameStop, Corp. (GME)](/topic/$gme)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sobre la adquisicin de Clever Fit por parte de $BFIT Por ir al grano a priori la transaccin me parece buena ✅ Pantallazo de lo pagado aqu abajo👇"  
[X Link](https://x.com/DonChetis/status/1983840102322499905)  2025-10-30T10:15Z [----] followers, [----] engagements


"Make $WW great again"  
[X Link](https://x.com/DonChetis/status/2011514398213591181)  2026-01-14T19:02Z [----] followers, [---] engagements


"Que ganas de ver los resultados de $WW y ver que comentan de la pill y el segmento clinical"  
[X Link](https://x.com/DonChetis/status/2019453249875480666)  2026-02-05T16:49Z [----] followers, [---] engagements


"$MOH cae un 33%. Si crees que es el momento para estudiar la compaa te dejo aqu una tesis en abierto👇 https://alvarochelton.substack.com/p/does-this-valuation-make-any-sense https://alvarochelton.substack.com/p/does-this-valuation-make-any-sense"  
[X Link](https://x.com/DonChetis/status/2019682985285677387)  2026-02-06T08:02Z [----] followers, [---] engagements


"Bought more BTC today. Will likely do it again"  
[X Link](https://x.com/DonChetis/status/2019773364961698039)  2026-02-06T14:01Z [----] followers, [---] engagements


"BOOOM 💣 Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar https://t.co/2KMBRodPvV Today the FDA is announcing its intent to take decisive steps to restrict GLP-1 active pharmaceutical ingredients intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies including Hims & Hers and other compounding pharmacies as similar"  
[X Link](https://x.com/DonChetis/status/2019914299192287584)  2026-02-06T23:21Z [----] followers, [---] engagements


"$WW huge long"  
[X Link](https://x.com/DonChetis/status/2019914787723903096)  2026-02-06T23:23Z [----] followers, [---] engagements


"This is important to understand. That's the key to being the player with the lowest expense ratio. The whole industry is underfunded so what they need to be above breakeven recolocate $MOH to target margins. May it go lower Sure. Do i think we're close to the bottom Yep"  
[X Link](https://x.com/DonChetis/status/2020079843921334756)  2026-02-07T10:19Z [----] followers, [---] engagements


"Great for $WW Prices for GLP-1s are falling fast forcing companies to adapt. https://t.co/veeKYwmlJS Prices for GLP-1s are falling fast forcing companies to adapt. https://t.co/veeKYwmlJS"  
[X Link](https://x.com/DonChetis/status/2020120573297164675)  2026-02-07T13:00Z [----] followers, [---] engagements


"Hemos pasado de Beyonce a BadBunny eh"  
[X Link](https://x.com/DonChetis/status/2020814979411153275)  2026-02-09T11:00Z [----] followers, [---] engagements


"@Rovidk8i8 @Invesquotes Both. Long $WW"  
[X Link](https://x.com/DonChetis/status/2021110399379120402)  2026-02-10T06:34Z [----] followers, [---] engagements


"Seth Klarman buying Molina $MOH Open thesis below 👇 🔗 Tenemos nueva tesis: Molina Healthcare $MOH Completamente gratis Link en bio. 🦊 https://t.co/z3o7bBJPIj Tenemos nueva tesis: Molina Healthcare $MOH Completamente gratis Link en bio. 🦊 https://t.co/z3o7bBJPIj"  
[X Link](https://x.com/DonChetis/status/2022611944562479259)  2026-02-14T10:00Z [----] followers, [---] engagements


"@KaoticPadel Chingo es muy bueno pero su techo no est a la altura de los otros 3s. No he visto a los 1s sufrir tanto como en las semis con Leburger en mucho tiempo y eso que burger estuvo muy falln"  
[X Link](https://x.com/DonChetis/status/2022998758297071743)  2026-02-15T11:37Z [----] followers, [---] engagements


"En que estrella estar. $WW"  
[X Link](https://x.com/DonChetis/status/2018375062324191568)  2026-02-02T17:24Z [----] followers, [----] engagements


"Vendo parte de Alantra para rotarlo a WW. Lets see"  
[X Link](https://x.com/DonChetis/status/2019455197085409506)  2026-02-05T16:56Z [----] followers, [---] engagements


"La bajada del precio de la pill de Novo solo beneficia a $WW Bsicamente porque abarata el combo (pill+sub). Est claro que si te encuentras en una situacin de sobrepeso severo es porque tienes muy malos hbitos y cuando dejas de tomar la medicacin recuperas gran parte del peso"  
[X Link](https://x.com/DonChetis/status/2019739790837768281)  2026-02-06T11:47Z [----] followers, [---] engagements


"precisamente por no haber cambiado los hbitos. Vas a estar medicado toda la vida no. La solucin pasa por asesoramiento y cambio de hbitos + pill. Y en esto amigos $WW tiene los mejores ratios de toda la industria"  
[X Link](https://x.com/DonChetis/status/2019740064331276432)  2026-02-06T11:48Z [----] followers, [---] engagements


"About the M&A topic in the insurance landscape. [--]. My thesis saying this is the perfect time. [--]. $MOH Conference call remarking the obvious"  
[X Link](https://x.com/DonChetis/status/2020076343237427483)  2026-02-07T10:05Z [----] followers, [----] engagements


"YES This sums up the $WW thesis very well. Outstanding opportunity. Great write up First post on substack hope you enjoy It $WW is a very compelling opportunity. Danke @value_invest12 for your write up https://t.co/iM3Q6TDRyw First post on substack hope you enjoy It $WW is a very compelling opportunity. Danke @value_invest12 for your write up https://t.co/iM3Q6TDRyw"  
[X Link](https://x.com/DonChetis/status/2020110480488947799)  2026-02-07T12:20Z [----] followers, [---] engagements


"@Defab100 Lo veo prcticamente imposible. No es la primera vez. An as no recomiendo ir short aunque creo que un play long $WW y short $HIMS es muy interesante"  
[X Link](https://x.com/DonChetis/status/2020124700295278658)  2026-02-07T13:17Z [----] followers, [---] engagements


"@Defab100 No conozco HIMS en profundidad y por eso no me planteo el short. Tampoco es un estilo que me suela gustar. De todas formas aqu queda escrito en modo demo: Long $WW [--] Short $HIMS [----] En unos meses vemos a ver que tal habra salido la historia"  
[X Link](https://x.com/DonChetis/status/2020159233677783499)  2026-02-07T15:34Z [----] followers, [---] engagements


"Y esto es en todas las superficies. La frmula es buena pero solo da en ocasiones. Este galn es el mejor jugador del circuito y an as no lo consiguen. Echad cuentas"  
[X Link](https://x.com/DonChetis/status/2023016303829864552)  2026-02-15T12:47Z [----] followers, [--] engagements


"Y ya por terminar veo a Leo algo verde para estar en esa mesa yet pero el potencial es tremendo. LeBron La mayor batalla que tiene es consigo mismo y su cabeza. Si hablamos de nivel es claramente el uno que le habla de tu a tu a Arturo. Y esto son factos"  
[X Link](https://x.com/DonChetis/status/2023016748895916134)  2026-02-15T12:49Z [----] followers, [--] engagements


"Mark Zuckerberg aplastando a Elon en Las Vegas. Catalizador claro de $META. Road to 400$"  
[X Link](https://x.com/DonChetis/status/1672152971121967105)  2023-06-23T08:01Z [----] followers, [--] engagements


"The best advice may be is going offline for a while"  
[X Link](https://x.com/DonChetis/status/1696081311650165018)  2023-08-28T08:44Z [----] followers, [---] engagements


"Buensimo trabajo. Congrats @WorldStockss Esperando la 2da parte de Tesla. Se est formando cantera buena en Espaita"  
[X Link](https://x.com/DonChetis/status/1719798231582855328)  2023-11-01T19:27Z [----] followers, [--] engagements


"@WorldStockss Qu libro es 🧐"  
[X Link](https://x.com/DonChetis/status/1726917204443365431)  2023-11-21T10:55Z [----] followers, [--] engagements


"@InversionFundam @MDBBolsa @Invesquotes Jajajaja los he escuchado y me parecen muy buenos congrats 👍🏼 Pero iba por otro lao el tweet jaja"  
[X Link](https://x.com/DonChetis/status/1731646486767611990)  2023-12-04T12:07Z [----] followers, [--] engagements


"Mr Market parece que no se ha tomado bien la noticia y la accin ha llegado a caer casi un 15% Los mrgenes en rango esperados se reducen vs Q1 40% vs 47%"  
[X Link](https://x.com/DonChetis/status/1732689120894337318)  2023-12-07T09:10Z [----] followers, [--] engagements


"Se esperaban resultados por encima de las expectativas pero el trading update de Q1 tena unos mrgenes casi insostenibles como comento en la tesis. Es bastante probable que vengan por un aumento fuerte del segmento online por el lanzamiento de la 10a edicin y falta de stock"  
[X Link](https://x.com/DonChetis/status/1732689339392438553)  2023-12-07T09:11Z [----] followers, [--] engagements


"An as mrgenes bastante por encima de los normalizados del ao pasado (36%) como suele pasar con cada lanzamiento de 40K. Good news IMO me cuesta creer que Mr Market esperase que se mantuvieran los mrgenes a los niveles del trading update de Q1. Esperando leer el H1"  
[X Link](https://x.com/DonChetis/status/1732690032249500034)  2023-12-07T09:14Z [----] followers, [--] engagements


"@Invesquotes Buenas Leandro Aqu tienes: En la parte [--] tienes el tema del trading update de Q1 y dems. Nintendo es una empresa en la que quiero profundizar bien tambin 🧐"  
[X Link](https://x.com/DonChetis/status/1732698275529011321)  2023-12-07T09:47Z [----] followers, [--] engagements


"Por favor no hagis esto. Quedas igual de bien subiendo un hilo de Twitter explicando un caso hipottico que colgando pantallazos reales donde encima quedas fatal. Puedo estar de acuerdo con su razonamiento pero me parece que se mete en un jardn innecesario y ms siendo CEO"  
[X Link](https://x.com/DonChetis/status/1734866707443851635)  2023-12-13T09:23Z [----] followers, [--] engagements


"@elbeltrans19 Claro que s. Invertir en el estado lo que el estado te da es un ciclo virtuoso. La extra la pona quizs en una combinada de tenis sub [--] femenino waterpolo rumano y a que el Girona gana la liga"  
[X Link](https://x.com/DonChetis/status/1738141164346253325)  2023-12-22T10:15Z [----] followers, [--] engagements


"@Invesquotes @jessanleon Agree Al final su "moat" es el reconocimiento por ser la mejor de las big [--] en Consultora. Yo ahora trabajo en ese mbito y el valor aadido de las big [--] vs consultoras 3rd tier es mnimo o inexistente. MS NTT Capgemini o Accenture le compiten de t a t en todo IMO"  
[X Link](https://x.com/DonChetis/status/1744667522689798593)  2024-01-09T10:28Z [----] followers, [--] engagements


"Que putada lo de Kelvin Kiptum. Su marca personal es una de las cosas ms extraterrestres que he visto"  
[X Link](https://x.com/DonChetis/status/1757373800595816791)  2024-02-13T11:58Z [----] followers, [--] engagements


"Leer esto en un 10K - Green Flag:"  
[X Link](https://x.com/DonChetis/status/1764936692429983829)  2024-03-05T08:51Z [----] followers, [---] engagements


"Algn da tocar abrir este meln. Me parece una barbaridad permitir a tus hijos hacer esto en edades tempranas y de este carro no me bajo"  
[X Link](https://x.com/DonChetis/status/1764951914158907890)  2024-03-05T09:51Z [----] followers, [--] engagements


"Lo de Doritos y Samantha Hudson es surrealista. La empresa contratando a alguien del colectivo intentando darle un toque inclusivo a su imagen y finalmente acaba perjudicando a la marca. 10/10"  
[X Link](https://x.com/DonChetis/status/1765304632807510457)  2024-03-06T09:13Z [----] followers, [--] engagements


"Tener [--] empresas en cartera para un particular y creer que se est en un percentil muy alto de conocimiento (overmarket) en cada una ellas es bastante improbable"  
[X Link](https://x.com/DonChetis/status/1766803331442164012)  2024-03-10T12:28Z [----] followers, [--] engagements


"De ofrecer pagas futuras a seres humanos simplemente por ser seres humanos"  
[X Link](https://x.com/DonChetis/status/1767850832064557553)  2024-03-13T09:50Z [----] followers, [--] engagements


"@equitycycle @despachitoNY Mis dieces. Creo que si cambias gato por hamster y la diferencia en comida la pones en el sp500 te da para alcanzar la IF antes de los 50"  
[X Link](https://x.com/DonChetis/status/1767933787097149813)  2024-03-13T15:20Z [----] followers, [--] engagements


"@carlosotermin @mtoribiorivera IF a base de lonchafinismo. Lo de vivir decentemente lo dejamos para la jubilacin"  
[X Link](https://x.com/DonChetis/status/1787817941020401709)  2024-05-07T12:13Z [----] followers, [--] engagements


"Si aparece el tema de la regresin a la media en un proceso criminal o civil la parte que deba explicar al jurado la regresin perder el caso. David Freedman"  
[X Link](https://x.com/DonChetis/status/1788109029148893273)  2024-05-08T07:29Z [----] followers, [---] engagements


"La problemtica surge de que posiblemente las empresas se aprovecharn de dicha situacin empleando la mano de obra ms barata a nivel global. Si la industria no es de nicho y enfocada en factores diferenciales 💀 La IA y estos avances tech lo vuelven casi todo commodity"  
[X Link](https://x.com/DonChetis/status/1790125741218087176)  2024-05-13T21:03Z [----] followers, [--] engagements


"@ManuInvesting Gracias por el apunte 👌🏼"  
[X Link](https://x.com/DonChetis/status/1790637884577329205)  2024-05-15T06:58Z [----] followers, [--] engagements


"Con quien ms cuidado hay que tener en la carretera es con los Ubers"  
[X Link](https://x.com/DonChetis/status/1796271285980512364)  2024-05-30T20:03Z [----] followers, [--] engagements


"En un acto de graduacin de una universidad privada se encuentra la perfecta combinacin de dinero y mal gusto"  
[X Link](https://x.com/DonChetis/status/1796821918265307425)  2024-06-01T08:31Z [----] followers, [--] engagements


"Fixed Income💀"  
[X Link](https://x.com/DonChetis/status/1811464738280288460)  2024-07-11T18:17Z [----] followers, [---] engagements


"Vivimos en una simulacin"  
[X Link](https://x.com/DonChetis/status/1813840488895770792)  2024-07-18T07:37Z [----] followers, [--] engagements


"Si lees esto y consideras que est bien: Lo siento pero tienes una imagen excesivamente superficial de cmo es el problema. Ojo sufrir parte del problema no se correlaciona con entenderlo por mucho que moleste. Estas medidas son populismo barato que garantiza miseria"  
[X Link](https://x.com/DonChetis/status/1846512009820471656)  2024-10-16T11:22Z [----] followers, [--] engagements


"Community notes for the win. To help support the communities around L.A. being devastated by wildfires can you split a donation between the Los Angeles Fire Department Foundation and United Way of Greater Los Angeles 100% of your donation will go directly to these organizations: https://t.co/EtgMfHrEtq To help support the communities around L.A. being devastated by wildfires can you split a donation between the Los Angeles Fire Department Foundation and United Way of Greater Los Angeles 100% of your donation will go directly to these organizations: https://t.co/EtgMfHrEtq"  
[X Link](https://x.com/DonChetis/status/1878400856472588580)  2025-01-12T11:17Z [----] followers, [---] engagements


"Si Sarah es analista poltica yo soy hedge fund manager"  
[X Link](https://x.com/DonChetis/status/1934847320681832507)  2025-06-17T05:35Z [----] followers, [--] engagements


"@pedruzch Same thought here. Seems mr market always has an excuse for this stock"  
[X Link](https://x.com/DonChetis/status/1940531126462030034)  2025-07-02T22:00Z [----] followers, [--] engagements


"Enlace: Novo Nordisk terminates collaboration with Hims & Hers Health Inc. due to concerns about their illegal mass compounding and deceptive marketing"  
[X Link](https://x.com/DonChetis/status/1948331434269159835)  2025-07-24T10:36Z [----] followers, [---] engagements


"Ahora bien adivina quien acaba de firmar un acuerdo con Novo Nordisk para comercializar medicamentos branded ests en lo cierto WW👌 Link: WeightWatchers - WeightWatchers and Novo Nordisk Expand Collaboration to Improve Medication Access Through Trusted Holistic Model of Care"  
[X Link](https://x.com/DonChetis/status/1948331871147880778)  2025-07-24T10:38Z [----] followers, [---] engagements


"de que la reestructuracin no era ni necesaria y que han sido robados con la operacin. Link: Galloway Capital Partners Considering Legal Action Against Management and Board of Weight Watchers International Inc"  
[X Link](https://x.com/DonChetis/status/1948332381926002711)  2025-07-24T10:40Z [----] followers, [---] engagements


"Ampliamos $WW y $WOSG"  
[X Link](https://x.com/DonChetis/status/1954925668984365303)  2025-08-11T15:19Z [----] followers, [---] engagements


"Recently I shared a quick investment thesis (3 pages) with a Spanish investment fund and I thought sharing it here would be worthwhile. The company is Basic Fit $BFIT and represents 10% of my current portfolio. Thesis below🧵:"  
[X Link](https://x.com/DonChetis/status/1912537617515634765)  2025-04-16T16:04Z [----] followers, [----] engagements


"Principales posiciones en cartera: - $BFIT PT: [--] - $WOSG PT: [---] - $ALNT.MC PT: 13"  
[X Link](https://x.com/DonChetis/status/1927685632303710370)  2025-05-28T11:17Z [----] followers, [---] engagements


"$NA9 PT: [---] $GSY.TO : [---] $EVO.ST PT: 1500"  
[X Link](https://x.com/DonChetis/status/1927690204485185724)  2025-05-28T11:35Z [----] followers, [---] engagements


"Noticias sobre posible OPA sobre $BFIT por parte de Planet Fitness. https://nieuws.nl/economie/zakenbank-meldt-overnamegeruchten-basic-fit-aandeel-hoger Recently I shared a quick investment thesis (3 pages) with a Spanish investment fund and I thought sharing it here would be worthwhile. The company is Basic Fit $BFIT and represents 10% of my current portfolio. Thesis below🧵: https://nieuws.nl/economie/zakenbank-meldt-overnamegeruchten-basic-fit-aandeel-hoger Recently I shared a quick investment thesis (3 pages) with a Spanish investment fund and I thought sharing it here would be"  
[X Link](https://x.com/DonChetis/status/1938916929592533187)  2025-06-28T11:06Z [----] followers, [----] engagements


"Is this real $WW Durante la ltima semana hemos estado analizando una situacin especial que creemos que merece la pena jugar. Mencin especial a @BargainBuyer_ que fue quien me coment la idea y con quien paso debatiendo ideas casi a diario. Dentro Hilo🧵 Durante la ltima semana hemos estado analizando una situacin especial que creemos que merece la pena jugar. Mencin especial a @BargainBuyer_ que fue quien me coment la idea y con quien paso debatiendo ideas casi a diario. Dentro Hilo🧵"  
[X Link](https://x.com/DonChetis/status/1948704402488844549)  2025-07-25T11:18Z [----] followers, [---] engagements


"Best fintweet of the month 🏆 $BFIT earnings tomorrow. Looking forward to another disappointment $BFIT earnings tomorrow. Looking forward to another disappointment"  
[X Link](https://x.com/DonChetis/status/1950136960770519054)  2025-07-29T10:10Z [----] followers, [---] engagements


"Make it public for free subs I'm long $WW and would love to read it"  
[X Link](https://x.com/DonChetis/status/1976216826905493846)  2025-10-09T09:23Z [----] followers, [---] engagements


"UBER Q4 24' Remarks"  
[X Link](https://x.com/DonChetis/status/2003532745197384096)  2025-12-23T18:26Z [----] followers, [---] engagements


"@HF_Rabbi @crowdturtle The $WW business is about helping during the weight loss with the best metrics in the industry isnt about selling the pill. clinical sub also offers the possibility to have a meeting with doctors to obtain the pills recipe. Btw is the app with most members. So yeah it is"  
[X Link](https://x.com/DonChetis/status/2009654449812525135)  2026-01-09T15:52Z [----] followers, [---] engagements


"LONG $UBER Una imagen vale ms que mil palabras. https://t.co/Fp3gvdsDOJ Una imagen vale ms que mil palabras. https://t.co/Fp3gvdsDOJ"  
[X Link](https://x.com/DonChetis/status/2011516454689259648)  2026-01-14T19:11Z [----] followers, [---] engagements


"Picoteando algo de $GME Were here to make money. or lose it"  
[X Link](https://x.com/DonChetis/status/2015887458114695385)  2026-01-26T20:39Z [----] followers, [---] engagements


"Napkin math $WOSG valuation @VanguardEconomy Abriendo aproximadamente la media de tiendas de los ltimos [--] aos y vendiendo por tienda el mnimo de los ltimos aos en el segmento de relojes con un incremento del ASP de 4% debera facturar 1.9B a [----]. Jewelry debera facturar 200M Services flat 100M @VanguardEconomy Abriendo aproximadamente la media de tiendas de los ltimos [--] aos y vendiendo por tienda el mnimo de los ltimos aos en el segmento de relojes con un incremento del ASP de 4% debera facturar 1.9B a [----]. Jewelry debera facturar 200M Services flat 100M"  
[X Link](https://x.com/DonChetis/status/1934724566342934911)  2025-06-16T21:27Z [----] followers, [----] engagements


"Para los accionistas de $WOSG os traigo un mini resumen de los dos ltimos papers que ha publicado la Federation of the Swiss Watch Industry sobre las exportaciones de relojes suizos. Es interesante para monitorizar como US ha reaccionado a las tarifas los ltimos meses👀"  
[X Link](https://x.com/DonChetis/status/1940017682926940371)  2025-07-01T12:00Z [----] followers, [----] engagements


"La reaccin del mercado parece bastante normal anticipacin pre tarifas y cada fuerte el primer mes. Veremos como se comportan en los meses siguientes. Estos das $wosg publica su H2.🧐 Stay tuned"  
[X Link](https://x.com/DonChetis/status/1940020094622392618)  2025-07-01T12:10Z [----] followers, [---] engagements


"We are on track $WOSG $WOSG tiene un potencial de revalorizacin del 100% $WOSG tiene un potencial de revalorizacin del 100%"  
[X Link](https://x.com/DonChetis/status/2012098227617649117)  2026-01-16T09:42Z [----] followers, [----] engagements


"I hope to bring a new write up this week"  
[X Link](https://x.com/DonChetis/status/2015888564404253135)  2026-01-26T20:44Z [----] followers, [---] engagements


"@AbrilQuim Si te puedes salir de Europa $WW"  
[X Link](https://x.com/DonChetis/status/1968260633817989483)  2025-09-17T10:27Z [----] followers, [---] engagements


"@Daniel___Gordon @AbrilQuim Podras explicar la idea por favor"  
[X Link](https://x.com/DonChetis/status/1968267690336035149)  2025-09-17T10:56Z [----] followers, [--] engagements


"Tenemos nueva tesis: Molina Healthcare $MOH Completamente gratis Link en bio. 🦊"  
[X Link](https://x.com/DonChetis/status/2017241069558042908)  2026-01-30T14:18Z [----] followers, [----] engagements


"Quieres entender qu ve gente como Michael Burry en Molina Healthcare $MOH para llevarla en cartera Tesis en abierto debajo 👇 Tenemos nueva tesis: Molina Healthcare $MOH Completamente gratis Link en bio. 🦊 https://t.co/z3o7bBJPIj Tenemos nueva tesis: Molina Healthcare $MOH Completamente gratis Link en bio. 🦊 https://t.co/z3o7bBJPIj"  
[X Link](https://x.com/DonChetis/status/2017583982171344970)  2026-01-31T13:01Z [----] followers, [----] engagements


"Que acabo de escuchar en esta call $BFIT"  
[X Link](https://x.com/DonChetis/status/1902037426882719948)  2025-03-18T16:40Z [----] followers, [----] engagements


"y consiga la escala gana"  
[X Link](https://x.com/DonChetis/status/1983841025845301429)  2025-10-30T10:18Z [----] followers, [---] engagements


"3. El mltiplo sobre EBITDA pagado es engaoso tienen cerca de 2k miembros por club muy por debajo de lo que frecuenta tener $BFIT y el mltiplo pagado por negocios de fitness franquiciados no es el mismo que el que se paga por clubes owned. - EBITDA deprimido"  
[X Link](https://x.com/DonChetis/status/1983841118333841696)  2025-10-30T10:19Z [----] followers, [---] engagements

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