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# ![@HiddenValueGems Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1444257454020255746.png) @HiddenValueGems Hidden Value Gems

Hidden Value Gems posts on X about $dgel, investment, luxury, ceo the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1444257454020255746/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1444257454020255746/c:line/m:interactions.svg)

- X Week XXX +7.80%
- X Month XXXXX -XX%
- X Months XXXXXXX -XX%
- X Year XXXXXXXXX -XX%

### Mentions: X [#](/creator/twitter::1444257454020255746/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1444257454020255746/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XXX -XX%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1444257454020255746/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1444257454020255746/c:line/m:followers.svg)

- X Week XXXXXX -XXXX%
- X Month XXXXXX -XXXX%
- X Months XXXXXX +0.72%
- X Year XXXXXX +7%

### CreatorRank: undefined [#](/creator/twitter::1444257454020255746/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1444257454020255746/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [luxury brands](/list/luxury-brands)  XXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [technology brands](/list/technology-brands)  XXXX%

**Social topic influence**
[$dgel](/topic/$dgel) 13.04%, [investment](/topic/investment) 8.7%, [luxury](/topic/luxury) 8.7%, [ceo](/topic/ceo) 8.7%, [german](/topic/german) 4.35%, [stocks](/topic/stocks) 4.35%, [agriculture](/topic/agriculture) 4.35%, [$basde](/topic/$basde) 4.35%, [the worlds](/topic/the-worlds) 4.35%, [$race](/topic/$race) XXXX%

**Top accounts mentioned or mentioned by**
[@detieth](/creator/undefined) [@granaresearch](/creator/undefined) [@muddywatersre](/creator/undefined) [@joinyellowbrick](/creator/undefined)

**Top assets mentioned**
[Ferrari N.V. (RACE)](/topic/$race) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [AES, Corp. (AES)](/topic/$aes) [NextEra Energy Inc (NEE)](/topic/$nee) [aelf (ELF)](/topic/$elf) [Apple, Inc. (AAPL)](/topic/$aapl) [Texas Instruments (TXN)](/topic/$txn) [McCormick & Company, Incorporated (MKC)](/topic/$mkc) [Anheuser-Busch INBEV SA/NV (BUD)](/topic/$bud) [Cryptonex (CNX)](/topic/$cnx) [Aercap Holdings N.V. (AER)](/topic/$aer)
### Top Social Posts
Top posts by engagements in the last XX hours

"Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers. 🧵👇 BASF ✅A major German chemical company with a share price down XX% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex ✅However it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets. ✅A recently completed 10bn project in China is poised to add to FCF suggesting that the company is going through a trough in earnings and cash flow. ✅ The company targets"  
[X Link](https://x.com/HiddenValueGems/status/1901538516145787273)  2025-03-17T07:38Z 20.3K followers, 46.2K engagements


"A UK-based HF (Gladsone Capital) is long $RACE and short Porche $P911.DE with the idea that EVs will disrupt luxury cars but Ferrari is more of a membership club. The difference being Ferrari makes 14000 cars. There's a club there's a waiting list. To get one of the special Ferraris you need to be a repeat buyer. It's more of a club membership and it truly offers status. From Behind the Balance Sheet: #45 The Chess Master XX Mar 2025 👇"  
[X Link](https://x.com/HiddenValueGems/status/1903506795563209068)  2025-03-22T17:59Z 20.3K followers, 20.9K engagements


"Luxury shops are mostly empty five assistants in an empty Gucci shop. This is Terminal X (Heathrow). $KER.PA $WOSG.L $BRBY.L"  
[X Link](https://x.com/HiddenValueGems/status/1907365186698141770)  2025-04-02T09:31Z 20.3K followers, 15.2K engagements


"2 $KOS - 5x PE / XX% FCF yield. Additional LNG assets that will start contributing later ($3 a share XX% of the current price). Plans to reduce debt first then launch buyback later. X $AES is a huge U.S. developer of clean energy. It has worked extensively with the hyperscalers. Wed expect the company to announce much faster growth in clean energy. Today AES looks more attractive than the nuclear players. 2/4"  
[X Link](https://x.com/HiddenValueGems/status/1791712255328821706)  2024-05-18T06:07Z 20.3K followers, 6554 engagements


"4 $ENR.DE benefits from the electricity transmission growth. Its grid-services business has been performing really well. The growth outlook for that business looks extremely constructive - for decades to come. X $NEE a better way to play energy demand than traditional utilities who are constrained by transmission bottlenecks. 3/4"  
[X Link](https://x.com/HiddenValueGems/status/1791712257040081312)  2024-05-18T06:07Z 20.3K followers, 7530 engagements


"Have been researching $TEP.PA for a few days (5x EV/EBITDA 7x PE down XX% from 2022 peak). Came across this slide with interesting data points on CAC and churn rate by sector (not directly related to TEP - just thought it was worth sharing)"  
[X Link](https://x.com/HiddenValueGems/status/1794363103121232160)  2024-05-25T13:41Z 20.3K followers, 14.5K engagements


"In case you are doing due diligence on Roko AB a serial acquirer co-founded by Fredrik Karlsson a former CEO of Lifco. Here is a free interview with InPractice (2023). #ROKO $ROKO-B.ST"  
[X Link](https://x.com/HiddenValueGems/status/1901547765101998315)  2025-03-17T08:14Z 20.3K followers, 6675 engagements


"The XX% drop in $DGE.L is quite an event. Has been on my radar for many years but it never looked cheap enough or fast-growing enough (not in the past few years at least). I think it is still the same now. Am I missing anything"  
[X Link](https://x.com/HiddenValueGems/status/1722958840260374748)  2023-11-10T12:46Z 20.3K followers, 9786 engagements


"3 $AZE.BR 3/4"  
[X Link](https://x.com/HiddenValueGems/status/1844689434270106110)  2024-10-11T10:40Z 20.3K followers, 3817 engagements


"Missed this. The new CEO of Prosus will receive $100mn worth of shares in Prosus and Naspers if the market cap of Prosus hits $168bn by mid-2028 and stays there for a year. $PRX.AS $NPN.JO $TCEHY"  
[X Link](https://x.com/HiddenValueGems/status/1850786351177748586)  2024-10-28T06:27Z 20.3K followers, 29.8K engagements


"Enjoyed Sohn London 2025 conference yesterday quite a few ideas including @muddywatersre short thesis on $ELF. The ones I found most exciting are: 1/ $UBI.PA 2/ $YOU.L 3/ $BORR"  
[X Link](https://x.com/HiddenValueGems/status/1859520240998113748)  2024-11-21T08:52Z 20.3K followers, 17.4K engagements


"Some stock commentary from Terry Smith's 2025 Letter 🧵👇 New positions: $ATLKY $TXN Sold: $DGE.L $MKC $AAPL "Atlas Copco is a Swedish industrial company which makes compressors vacuum equipment electrical and pneumatic tools and which has three characteristics which we find attractive: ➡it outsources much of the manufacturing so making it capital light which enhances returns; ➡it is highly decentralised with over XXX operating entities which have considerable autonomy in addressing their local market; and ➡there is a controlling stake held by the Wallenberg family vehicle which should lead"  
[X Link](https://x.com/HiddenValueGems/status/1877621943463194826)  2025-01-10T07:42Z 20.3K followers, 16.9K engagements


""Between 2003 and 2023 the inflation-adjusted amount of alcohol spending rose by XXXX% among US residents aged 65-74. For those aged XX or over it surged by 72%. But for those under XX it slumped by more than 60%." $DGE.L $BUD $PRNDY"  
[X Link](https://x.com/HiddenValueGems/status/1926591098849292646)  2025-05-25T10:48Z 20.3K followers, 4908 engagements


"Going through many Q3 earnings there could be a link between the length of the earnings calls and the attractiveness of the investment case. A lot of quality share cannibals have really short calls. The less attention the more shares they can buy. I mean $CNX and $AER in particular. Tankers have also very short calls but not much buybacks at these levels unfortunately"  
[X Link](https://x.com/HiddenValueGems/status/1984626853739458598)  2025-11-01T14:21Z 20.3K followers, 1999 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@HiddenValueGems Avatar @HiddenValueGems Hidden Value Gems

Hidden Value Gems posts on X about $dgel, investment, luxury, ceo the most. They currently have XXXXXX followers and XX posts still getting attention that total XX engagements in the last XX hours.

Engagements: XX #

Engagements Line Chart

  • X Week XXX +7.80%
  • X Month XXXXX -XX%
  • X Months XXXXXXX -XX%
  • X Year XXXXXXXXX -XX%

Mentions: X #

Mentions Line Chart

  • X Month XX -XX%
  • X Months XXX -XX%
  • X Year XXX -XX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX -XXXX%
  • X Month XXXXXX -XXXX%
  • X Months XXXXXX +0.72%
  • X Year XXXXXX +7%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence finance XXXXX% stocks XXXXX% luxury brands XXX% cryptocurrencies XXX% automotive brands XXXX% fashion brands XXXX% travel destinations XXXX% technology brands XXXX%

Social topic influence $dgel 13.04%, investment 8.7%, luxury 8.7%, ceo 8.7%, german 4.35%, stocks 4.35%, agriculture 4.35%, $basde 4.35%, the worlds 4.35%, $race XXXX%

Top accounts mentioned or mentioned by @detieth @granaresearch @muddywatersre @joinyellowbrick

Top assets mentioned Ferrari N.V. (RACE) Kosmos Energy Ltd. (KOS) AES, Corp. (AES) NextEra Energy Inc (NEE) aelf (ELF) Apple, Inc. (AAPL) Texas Instruments (TXN) McCormick & Company, Incorporated (MKC) Anheuser-Busch INBEV SA/NV (BUD) Cryptonex (CNX) Aercap Holdings N.V. (AER)

Top Social Posts

Top posts by engagements in the last XX hours

"Some interesting stock ideas from a recent The Value Stocks to Watch (2025) podcast by Pzena Investment Managers. 🧵👇 BASF ✅A major German chemical company with a share price down XX% since 2017. Under pressure from higher energy costs and a recession in the German industrial complex ✅However it is the world's leader in various chemicals & agriculture and is actively cutting costs to align with lower revenue targets. ✅A recently completed 10bn project in China is poised to add to FCF suggesting that the company is going through a trough in earnings and cash flow. ✅ The company targets"
X Link 2025-03-17T07:38Z 20.3K followers, 46.2K engagements

"A UK-based HF (Gladsone Capital) is long $RACE and short Porche $P911.DE with the idea that EVs will disrupt luxury cars but Ferrari is more of a membership club. The difference being Ferrari makes 14000 cars. There's a club there's a waiting list. To get one of the special Ferraris you need to be a repeat buyer. It's more of a club membership and it truly offers status. From Behind the Balance Sheet: #45 The Chess Master XX Mar 2025 👇"
X Link 2025-03-22T17:59Z 20.3K followers, 20.9K engagements

"Luxury shops are mostly empty five assistants in an empty Gucci shop. This is Terminal X (Heathrow). $KER.PA $WOSG.L $BRBY.L"
X Link 2025-04-02T09:31Z 20.3K followers, 15.2K engagements

"2 $KOS - 5x PE / XX% FCF yield. Additional LNG assets that will start contributing later ($3 a share XX% of the current price). Plans to reduce debt first then launch buyback later. X $AES is a huge U.S. developer of clean energy. It has worked extensively with the hyperscalers. Wed expect the company to announce much faster growth in clean energy. Today AES looks more attractive than the nuclear players. 2/4"
X Link 2024-05-18T06:07Z 20.3K followers, 6554 engagements

"4 $ENR.DE benefits from the electricity transmission growth. Its grid-services business has been performing really well. The growth outlook for that business looks extremely constructive - for decades to come. X $NEE a better way to play energy demand than traditional utilities who are constrained by transmission bottlenecks. 3/4"
X Link 2024-05-18T06:07Z 20.3K followers, 7530 engagements

"Have been researching $TEP.PA for a few days (5x EV/EBITDA 7x PE down XX% from 2022 peak). Came across this slide with interesting data points on CAC and churn rate by sector (not directly related to TEP - just thought it was worth sharing)"
X Link 2024-05-25T13:41Z 20.3K followers, 14.5K engagements

"In case you are doing due diligence on Roko AB a serial acquirer co-founded by Fredrik Karlsson a former CEO of Lifco. Here is a free interview with InPractice (2023). #ROKO $ROKO-B.ST"
X Link 2025-03-17T08:14Z 20.3K followers, 6675 engagements

"The XX% drop in $DGE.L is quite an event. Has been on my radar for many years but it never looked cheap enough or fast-growing enough (not in the past few years at least). I think it is still the same now. Am I missing anything"
X Link 2023-11-10T12:46Z 20.3K followers, 9786 engagements

"3 $AZE.BR 3/4"
X Link 2024-10-11T10:40Z 20.3K followers, 3817 engagements

"Missed this. The new CEO of Prosus will receive $100mn worth of shares in Prosus and Naspers if the market cap of Prosus hits $168bn by mid-2028 and stays there for a year. $PRX.AS $NPN.JO $TCEHY"
X Link 2024-10-28T06:27Z 20.3K followers, 29.8K engagements

"Enjoyed Sohn London 2025 conference yesterday quite a few ideas including @muddywatersre short thesis on $ELF. The ones I found most exciting are: 1/ $UBI.PA 2/ $YOU.L 3/ $BORR"
X Link 2024-11-21T08:52Z 20.3K followers, 17.4K engagements

"Some stock commentary from Terry Smith's 2025 Letter 🧵👇 New positions: $ATLKY $TXN Sold: $DGE.L $MKC $AAPL "Atlas Copco is a Swedish industrial company which makes compressors vacuum equipment electrical and pneumatic tools and which has three characteristics which we find attractive: ➡it outsources much of the manufacturing so making it capital light which enhances returns; ➡it is highly decentralised with over XXX operating entities which have considerable autonomy in addressing their local market; and ➡there is a controlling stake held by the Wallenberg family vehicle which should lead"
X Link 2025-01-10T07:42Z 20.3K followers, 16.9K engagements

""Between 2003 and 2023 the inflation-adjusted amount of alcohol spending rose by XXXX% among US residents aged 65-74. For those aged XX or over it surged by 72%. But for those under XX it slumped by more than 60%." $DGE.L $BUD $PRNDY"
X Link 2025-05-25T10:48Z 20.3K followers, 4908 engagements

"Going through many Q3 earnings there could be a link between the length of the earnings calls and the attractiveness of the investment case. A lot of quality share cannibals have really short calls. The less attention the more shares they can buy. I mean $CNX and $AER in particular. Tankers have also very short calls but not much buybacks at these levels unfortunately"
X Link 2025-11-01T14:21Z 20.3K followers, 1999 engagements

@HiddenValueGems
/creator/twitter::HiddenValueGems