# ![@Investmentideen Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1286970539354054656.png) @Investmentideen Paul, not a CFA

Paul, not a CFA posts on X about $agfx, $csuto, investment, $acpwa the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1286970539354054656/interactions)
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### Mentions: [--] [#](/creator/twitter::1286970539354054656/posts_active)
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### Followers: [------] [#](/creator/twitter::1286970539354054656/followers)
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### Social Influence

**Social category influence**
[finance](/list/finance)  [currencies](/list/currencies)  [stocks](/list/stocks)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[$agfx](/topic/$agfx), [$csuto](/topic/$csuto) #39, [investment](/topic/investment), [$acpwa](/topic/$acpwa), [if you](/topic/if-you), [money](/topic/money), [$sgnwa](/topic/$sgnwa), [business](/topic/business), [csu](/topic/csu) #5, [ai](/topic/ai) #4729

**Top accounts mentioned or mentioned by**
[@patviera](/creator/undefined) [@paulandreola](/creator/undefined) [@ibkr](/creator/undefined) [@sharogradskym](/creator/undefined) [@hurdlerate](/creator/undefined) [@johnie36149708](/creator/undefined) [@returnsjourney](/creator/undefined) [@atelicinvest](/creator/undefined) [@investroiss](/creator/undefined) [@invesquotes](/creator/undefined) [@toffcap](/creator/undefined) [@cloneshameless](/creator/undefined) [@financeschmidt](/creator/undefined) [@heyiamdahia](/creator/undefined) [@curryornothing](/creator/undefined) [@rhomboid1mf](/creator/undefined) [@renesellmann](/creator/undefined) [@hariseldomright](/creator/undefined) [@sixsigmacapital](/creator/undefined) [@puppyeh1](/creator/undefined)

**Top assets mentioned**
[FREEdom Coin (FREE)](/topic/$free) [Fenerbahçe Token (FB)](/topic/$fb) [APi Group Corporation (APG)](/topic/$apg) [Beldex (BDX)](/topic/$bdx) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$AGFX update: -15% for H1 due to lower trading activity but 82% more clients added than last year. Stock colabsed by 25%. Time to add some more shares Long-term perspective still great. https://otp.tools.investis.com/clients/uk/argentex/rns/regulatory-story.aspxcid=2499&newsid=1421502 https://otp.tools.investis.com/clients/uk/argentex/rns/regulatory-story.aspxcid=2499&newsid=1421502"  
[X Link](https://x.com/Investmentideen/status/1315562846693003265)  2020-10-12T07:59Z 18.5K followers, [--] engagements


"Some interesting Swedish serial acquirer: $INSTAL - Instalco Ab $INDT - Indutrade Ab $LIFCO - LIFCO Ab $ADDT - Addtech Ab $ALIFB - Addlife Ab $EMBRAC - Embracer Group Ab"  
[X Link](https://x.com/Investmentideen/status/1317473029165846533)  2020-10-17T14:30Z 18.6K followers, [--] engagements


"@Badpak No there's no particular reason. I work at $CSU and have spoken to hundred private software businesses. Not many of them are at [--] percent. I just have no evidence of him getting there. Usually it's possible to be cash generative and to grow the business. Why isn't $PAR"  
[X Link](https://x.com/Investmentideen/status/1317580113660313602)  2020-10-17T21:35Z 17.8K followers, [--] engagements


"$AGFX - Argentex Group Plc the cheapest small cap company I know. [----] will not be their best year. revenue declined by 15%. Long term potential of being a twenty bagger in [--] years. Grows by 30% annualy and easy to forecast. So far only [--] analyst who covers the company"  
[X Link](https://x.com/Investmentideen/status/1317888007895240706)  2020-10-18T17:59Z 18.5K followers, [--] engagements


"1/n Management of $AGFX owns [--] percent and very dedicated to grow the business. Some of the most humble people I talked to. Risk averse and long term oriented"  
[X Link](https://x.com/Investmentideen/status/1317888009094746112)  2020-10-18T17:59Z 18.5K followers, [--] engagements


"2/n $AGFX average business with a commodity like product but high reputation in the market. Relationships with their customers are the real moat"  
[X Link](https://x.com/Investmentideen/status/1317888010457841666)  2020-10-18T17:59Z 18.5K followers, [--] engagements


"3/n $AGFX has a Market share of maximum 0.5% in the UK and opens offices in the Netherlands and Australia. The company could easily grow by 30% annualy percent for a very long time"  
[X Link](https://x.com/Investmentideen/status/1317888011758161920)  2020-10-18T17:59Z 18.5K followers, [--] engagements


"4/n high employee retention at $AGFX. One of the most promising compensations schemes I've seen. Salaries stack and grow year over year"  
[X Link](https://x.com/Investmentideen/status/1317888013091876865)  2020-10-18T17:59Z 18.5K followers, [--] engagements


"5/n $AGFX company culture is about training and challenging employees what attracts some of the best - competetive advantage"  
[X Link](https://x.com/Investmentideen/status/1317888014442520576)  2020-10-18T17:59Z 18.5K followers, [--] engagements


"6/n $AGFX is cheap as hell. Easy to forecast the [---] million FCF in [----]. Currently trading at [---] million market cap. Invested a lot in new employees in 2020"  
[X Link](https://x.com/Investmentideen/status/1317888015717535746)  2020-10-18T17:59Z 18.5K followers, [--] engagements


"7/n TTM of 11x adjusted Earnings"  
[X Link](https://x.com/Investmentideen/status/1317888556690558978)  2020-10-18T18:01Z 18.5K followers, [--] engagements


"8/n $AGFX has a High ROIC and an asset light business"  
[X Link](https://x.com/Investmentideen/status/1317888684029595651)  2020-10-18T18:02Z 18.5K followers, [--] engagements


"@BazCap @THValueCap Here are some: $INSTAL - Growing by 20% p.a. through acquisitions. Acquires competitors for 3x to 4x EBIT. $AGFX - Argentex - smallcap just went public. Amazing corporate culture. Corona slowed down the growth but should accelerate back to 30% p.a. Trades at 12x TTM earnings"  
[X Link](https://x.com/Investmentideen/status/1319564121680076806)  2020-10-23T08:59Z 18.5K followers, [--] engagements


"Welcome to my second English write up. Today Argentex $AGFX. http://investmentideen.com/p=338&lang=en http://investmentideen.com/p=338&lang=en"  
[X Link](https://x.com/Investmentideen/status/1329130237720993795)  2020-11-18T18:31Z 18.5K followers, [--] engagements


"Management owns around 30% of the outstanding shares /10"  
[X Link](https://x.com/Investmentideen/status/1329130250450718720)  2020-11-18T18:32Z 18.5K followers, [--] engagements


"Some people reached out to me raising concerns on $AGFX:"  
[X Link](https://x.com/Investmentideen/status/1330619417391210498)  2020-11-22T21:09Z 18.5K followers, [--] engagements


"@EP_UKInvestor Hi Eric any opinion on the sponsor I've been talking to ex employees while researching the company. One mentioned some real governance concerns. Drop me a DM if you want to discuss a little bit more. I am invested in $AGFX as well"  
[X Link](https://x.com/Investmentideen/status/1338608101126189056)  2020-12-14T22:13Z 18.5K followers, [--] engagements


"Had a great year like everybody else. Current portfolio allocation from largest to smallest: $AGFX $FB $INSTAL $APG $FREE - new $AFH Sold $EVO"  
[X Link](https://x.com/Investmentideen/status/1348579403404611584)  2021-01-11T10:35Z 18.5K followers, [--] engagements


"Portfolio Update (largest to smallest): $FB $AGFX - reduced position 🟩 $MCAC - NEW $APG $FREE 🟥 $AFH - Sold take-over bid"  
[X Link](https://x.com/Investmentideen/status/1356181819146825730)  2021-02-01T10:05Z 18.5K followers, [--] engagements


"@JunkieValue @the10thman1 @yesandnotyes There are dozens of Roll-Ups: $INSTAL $INDT $LIFCO (my favorite) $ADDT $ALIFB. But none of them is really cheap on multiples"  
[X Link](https://x.com/Investmentideen/status/1367425861100699648)  2021-03-04T10:45Z 18.5K followers, [--] engagements


"$AGFX trading update FY2020 Revenue declined to [----] (28.9) H2 increased revenue to [----] (15.2) added [---] (479) new clients forward P/E estimated at 15x while assuming normalized business with growth rates 30% YoY decided to add a few more shares at 130"  
[X Link](https://x.com/Investmentideen/status/1381591726306037764)  2021-04-12T12:55Z 18.5K followers, [--] engagements


"5/ What I've learned in [----] https://x.com/Investmentideen/status/1349677694389248001s=20 My [----] lessons: 1) You will never find a company with a high-quality business model great leadership high ROIC and a low price. Everything that's obvious is already priced in https://x.com/Investmentideen/status/1349677694389248001s=20 My [----] lessons: 1) You will never find a company with a high-quality business model great leadership high ROIC and a low price. Everything that's obvious is already priced in"  
[X Link](https://x.com/Investmentideen/status/1408675485744259072)  2021-06-26T06:36Z 18.5K followers, [--] engagements


"@ReturnsJourney [--]. It's possible to imagine $AGFX as a SaaS business. You got customer acquisition costs (sales opex) customer churn and repeating business. They hire sales people train them and those acquire new customers"  
[X Link](https://x.com/Investmentideen/status/1408870545458880521)  2021-06-26T19:31Z 18.5K followers, [--] engagements


"Sold my $AGFX #AGFX shares with a loss of around 30%. Got cold feet. Maybe at those prices not the best time to sell my shares but I do not feel comfortable anymore. #AGFX Taken my toe back out for small loss👇🏻 Plan to revisit investment case BUT (a) Former CEO is selling down in the market (b) Hadnt fully appreciated yield compression behind Numis downgrades for FY22 EPS (-26%) of 11.1p to 8.1p & FY23 downgrade (-24%) of 14.7p to 11.1p #AGFX Taken my toe back out for small loss👇🏻 Plan to revisit investment case BUT (a) Former CEO is selling down in the market (b) Hadnt fully appreciated"  
[X Link](https://x.com/Investmentideen/status/1412418745218355214)  2021-07-06T14:30Z 18.5K followers, [--] engagements


"1/ I had to raise a red flag after reading that Co-CEO sold down his shares after leaving the company. I consider that as a huge warning. $AGFX #AGFX Sold my $AGFX #AGFX shares with a loss of around 30%. Got cold feet. Maybe at those prices not the best time to sell my shares but I do not feel comfortable anymore. Sold my $AGFX #AGFX shares with a loss of around 30%. Got cold feet. Maybe at those prices not the best time to sell my shares but I do not feel comfortable anymore"  
[X Link](https://x.com/Investmentideen/status/1412510286360289283)  2021-07-06T20:34Z 18.5K followers, [--] engagements


"@ilov3bu5h Hola Amigo My current portfolio consists of: $MCL on the LSE $FREE $AGFX rebought it after previously selling because of weak arguments + two more. Happy to share in private. Promised not to discuss in public"  
[X Link](https://x.com/Investmentideen/status/1413450552751509505)  2021-07-09T10:50Z 18.5K followers, [--] engagements


"6/ investment idea: Argentex #AGFX $AGFX https://x.com/Investmentideen/status/1329130237720993795s=19 Welcome to my second English write up. Today Argentex $AGFX. https://t.co/tTKpPUS5Yr https://x.com/Investmentideen/status/1329130237720993795s=19 Welcome to my second English write up. Today Argentex $AGFX. https://t.co/tTKpPUS5Yr"  
[X Link](https://x.com/Investmentideen/status/1441078537872683009)  2021-09-23T16:34Z 18.5K followers, [--] engagements


"Someone still looking to benefit from the Cannabis Craze $PBIT might be a good way. Provider of POS and Payment Software for Cannabis retail stores in Canada growing triple-digit. Still small and cheap due to reverse IPO"  
[X Link](https://x.com/Investmentideen/status/1462504176622186498)  2021-11-21T19:32Z 18.5K followers, [--] engagements


"@SharogradskyM $Shva is my favorite"  
[X Link](https://x.com/Investmentideen/status/1469386259676160006)  2021-12-10T19:19Z 18.7K followers, [--] engagements


"@SharogradskyM Hopefully there will be a second time"  
[X Link](https://x.com/Investmentideen/status/1469388137264816128)  2021-12-10T19:26Z 18.7K followers, [--] engagements


"4/ I still hold the media business that right now is about 65% of my entire portfolio. The other 35% are somewhat equally divided by [--] companies"  
[X Link](https://x.com/Investmentideen/status/1476668563746394124)  2021-12-30T21:36Z 18.5K followers, [--] engagements


"5/ Here's my current portfolio: [--]. Largest Position Undisclosed (promised not to discuss in public) [--]. #AGFX.AIM [--]. #KINO.AIM [--]. #NTBR.AIM [--]. $PLBY [--]. $SHVA (thank you @pbcinc) [--]. $CDON"  
[X Link](https://x.com/Investmentideen/status/1476668565327597578)  2021-12-30T21:36Z 18.5K followers, [--] engagements


"$BDX will spin off it's insulin pen business on the 1st of April [----]. I am still super excited about this one as it seems to be a great business and I believe it could experience indiscriminate selling. Just came across $BDX who's preparing to spin off its worldwide market-leading insulin pen production business as Embecta Corp. Just 1/20 of the total revenue with 40% EBIT-Margins and superior ROICs. One of the more exciting businesses that will come to market in Q2. Just came across $BDX who's preparing to spin off its worldwide market-leading insulin pen production business as Embecta"  
[X Link](https://x.com/Investmentideen/status/1490086299738550273)  2022-02-05T22:13Z 17.8K followers, [---] engagements


"@ProtzmanSebas $BDX https://sec.report/Document/0001193125-21-363615/ https://sec.report/Document/0001193125-21-363615/"  
[X Link](https://x.com/Investmentideen/status/1490098680514457601)  2022-02-05T23:03Z 18K followers, [--] engagements


"Portfolio as of 01.04.2022: Overall the multiples seem to be low compared to any stock indices available for comparison"  
[X Link](https://x.com/Investmentideen/status/1509850836163309575)  2022-04-01T11:11Z 18.7K followers, [---] engagements


"For those who are not aware of 'Robert Smith' he's the founder of the super successful software private equity firm Vista Equity partners. Compared to $TOI.V & $CSU.TO they solely invest in and restructure large software enterprises. My conversation with @RFS_Vista Roberts firm Vista Equity Partners has dominated private software investing We discuss his story and current outlook on the enterprise software market I especially liked the section on price to revenue growth Enjoy https://t.co/RRUMZhOdhN https://t.co/J89mAVnsuA My conversation with @RFS_Vista Roberts firm Vista Equity Partners has"  
[X Link](https://x.com/Investmentideen/status/1562326921798623232)  2022-08-24T06:32Z 17.8K followers, [--] engagements


"@atelicinvest Don't forget my loosers. $AGFX is one of many"  
[X Link](https://x.com/Investmentideen/status/1562522286183198720)  2022-08-24T19:28Z 18.5K followers, [--] engagements


"The business has no net debt (w/o leasing) and grows its store count by 20%. If I wouldn't be paranoid about value traps I would probably assume that I have an investment case here"  
[X Link](https://x.com/Investmentideen/status/1564333715240648705)  2022-08-29T19:26Z 18.5K followers, [--] engagements


"Not sure how comparable $RHI is to $JOB as I do not know what the industry mix was back in 2009/2008. At it's peak the business was earning 60m (14%-Margin) on permanent placement staffing. Applying this to the 8m and we would have a decrease of 1.1m. There's one more thing to add to this. After re-reading the quarterly the management forecasts lower direct hire revenues which will be similar to 2018/2019. Direct hire revenues have been $18.5m vs $26.6m (2019 vs 2022) with a 100% gross margin. There's one more thing to add to this. After re-reading the quarterly the management forecasts lower"  
[X Link](https://x.com/Investmentideen/status/1608479086871023618)  2022-12-29T15:04Z 17.8K followers, 12K engagements


"I wrote up #NTBR on my substack. It took a while but the business returned to half year dividends and has now a dividend yield of 10% while trading at sub 3x EBITDA"  
[X Link](https://x.com/Investmentideen/status/1643511287303884800)  2023-04-05T07:10Z 17.8K followers, 25.8K engagements


"@KK_Investing $EPSIL and $SGN.WS are businesses I believe could compound over the next years"  
[X Link](https://x.com/Investmentideen/status/1645148785796960257)  2023-04-09T19:36Z 18.6K followers, [--] engagements


"@NecroCapital @siyul $META is the wrong example tbf. Buying META was an opportunity but involving a lot contrarian thinking. Business was in trouble with many uncertainties. I would never have done that. 50% of my net worth are in KINOVO and SYGNITY. Bought both at sub 6x normalized earnings"  
[X Link](https://x.com/Investmentideen/status/1660506707691225093)  2023-05-22T04:43Z 16.3K followers, [--] engagements


"One more point I've to add to the weaknesses of FCF is that businesses that expense growth via capex will have a significant lower FCF while earnings are much higher. Below is FCF vs Net Income of $WMT from [----] to [----]. By focusing on FCF you would end up believing that you're"  
[X Link](https://x.com/Investmentideen/status/1663112412109717504)  2023-05-29T09:17Z 16.3K followers, [--] engagements


"My example is a simplification - as you stated but it doesn't over simplifies. The logic still applies. Some people bought $KO in [----] for 40x+ earnings because they believed it is undervalued. Looking just at P/E is not telling the whole story. Investors can buy a business for 30x earnings with the investment case that a new management will be able to cut costs tripple the net margin and bring the multiple down to 10x this becomes a different story OR the new management accelerates growth from 5% to sustainable 30% p.a. or a combination of both. It's not solely about todays earnings but"  
[X Link](https://x.com/Investmentideen/status/1666792906676477953)  2023-06-08T13:02Z 17.8K followers, [---] engagements


"@ralfmw2022 My portfolio is public. I only have one stock that trades at 16x earnings. And yes I do mostly small caps. No turn-arounds nothing highly levered. A little bit better than average quality but not as quality as a $GOOGL"  
[X Link](https://x.com/Investmentideen/status/1669058413064511490)  2023-06-14T19:05Z 17.8K followers, [--] engagements


"#KINO reporting earnings next week Tuesday followed by an Investor Meet Company presentation two days later"  
[X Link](https://x.com/Investmentideen/status/1677205671287091200)  2023-07-07T06:39Z 16.3K followers, [----] engagements


"Love that. This is where all retail investors with little liquidity should fish"  
[X Link](https://x.com/Investmentideen/status/1677757059603857409)  2023-07-09T00:53Z 16.3K followers, 24K engagements


"@MichaelRohland7 @RealMattMoney @TheInvesttoLive Tesla is a horrible example for good dd and conviction. Imagine youve researched $TSLA in [----]. FY2018 revenue at that time: $21.4b FY2018 operating profit: ($253m) FY2018 EV/Sales: 3.9x FY2018 EV/EBIT: (55.53)x LTM revenue: $86b LTM operating profit : $12.7b LTM EV/Sales:"  
[X Link](https://x.com/Investmentideen/status/1677945794568044545)  2023-07-09T09:47Z 16.3K followers, [---] engagements


"I disagree on that. The higher the turnover of your portfolio the more investments you did the easier it is to distinguish luck from skill. A value investor will write up his [--] year thesis and buy an asset below its intrinsic value. Hell make 2-3 main assumptions that"  
[X Link](https://x.com/Investmentideen/status/1678311627601371136)  2023-07-10T09:29Z 15.8K followers, 51.5K engagements


"@returnoncap @ValueStockGeek Further youre still making assumptions from a business perspective - [--] years earnings will be higher current earnings power will be sustainable margins will improve management will return capital clients will not be lost etc. If you buy a privately held local craftsman"  
[X Link](https://x.com/Investmentideen/status/1678320756709642241)  2023-07-10T08:36Z 16.3K followers, [---] engagements


"It seems that this is how you defined investing for yourself. Otherwise I dont know what traditional means. Graham was flipping businesses too. Buffett was flipping businesses. Schloss was flipping businesses. Greenblatt was flipping businesses. Einhorn was flipping businesses"  
[X Link](https://x.com/Investmentideen/status/1678323107554119682)  2023-07-10T08:39Z 17.8K followers, [---] engagements


"For your reference if you did not bought meta at 10x EV/EBIT youre much smarter than you think. The # of assumptions you would have to justify buying $META is always forgot. We remember; META was struggling with Apples privacy settings Peak revenues and a Zuckerberg who was"  
[X Link](https://x.com/Investmentideen/status/1679040295428653057)  2023-07-12T08:09Z 16.3K followers, [--] engagements


"@rhomboid1MF Not disagreeing on quality and growth. Theyve a few good assets and its just insane how cheap it is. They have to manage their working capital needs and then theyll have cash for acquisitions and more dividends"  
[X Link](https://x.com/Investmentideen/status/1679184101478105093)  2023-07-13T00:52Z 16.3K followers, [---] engagements


"I am indeed talk about investors looking for 40% - 50% IRR. You can apply 50% a discount rate in your DCF too. If you buy something for 2x earnings you'll get your 50% from dividends alone. If you buy something for 3x earnings you'll certainly have the missing 7% to get to 40% from multiple expansion + earnings growth. The whole difference is just how cheap you buy and which growth rates you assume. Btw. I have mentioned it many times but I do not support DCFs"  
[X Link](https://x.com/Investmentideen/status/1679815063484477440)  2023-07-14T11:28Z 17.2K followers, [---] engagements


"@ReneSellmann Further this doesn't have to be short-term. One prime example was $PAR with Adam Wyden as a catalyst who unlocked shareholder value and growth going forward"  
[X Link](https://x.com/Investmentideen/status/1679815607821246464)  2023-07-14T11:30Z 17.2K followers, [---] engagements


"@mjredeker Cant share much as I dont know anything about the business but this are my initial thoughts. The company is mining bitcoin which is no different to mining ore. You buy server and spend energy to produce bitcoin. Probably their earnings depend a lot on the fixed cost base"  
[X Link](https://x.com/Investmentideen/status/1681052121276268545)  2023-07-17T21:23Z 15.7K followers, [--] engagements


"1/ 1st Twitter Space (LINK BELOW) I'm very honoured to have @PaulAndreola as a Guest on Sunday the 27th of August at [--] PM (CET) / [--] PM (PDT). He's considered as one of the most successful micro cap investors. During this space we will dig into his investment framework"  
[X Link](https://x.com/Investmentideen/status/1687385332617023489)  2023-08-04T08:49Z 16.3K followers, 42.6K engagements


"Im going contrary here. To be fair ratios do not add any value. Theyre good if youre starting out but they become useless as in most cases they dont show the full story. To give an example debt to equity is useless without looking at the asset side. Operating profit margin is useless without an understanding of the ROCE. P/E wont do the work without understanding how a businesses utilizes the earnings. Return on Equity is useless without adjusting for the Asset side. Etc"  
[X Link](https://x.com/Investmentideen/status/1689038132920897536)  2023-08-08T22:17Z 16.3K followers, [----] engagements


"It's been a while since I shared my portfolio. There're a few new additions. Order by size: Kinovo PLC $KINO.L; Newspaper business; Sygnity $SGN; GEE GROUP $JOB; Northern Bear #NTBR; National CineMedia Inc. $NCMI; Volvere PLC #VLE; Got some options too: $KFS $PLBY"  
[X Link](https://x.com/Investmentideen/status/1689598355582623744)  2023-08-10T11:23Z 15.8K followers, 45.9K engagements


"@AmsterdamStock What do you mean"  
[X Link](https://x.com/Investmentideen/status/1692205541211152861)  2023-08-17T16:03Z 16.3K followers, [---] engagements


"1/ I had the delightful opportunity to appear as a guest on the esteemed "The Investing for Beginners Podcast" graciously hosted by Andrew and Dave. We discussed the art of navigating around value traps and much more. @IFB_podcast"  
[X Link](https://x.com/Investmentideen/status/1692218898983104673)  2023-08-17T16:56Z 16.3K followers, 14K engagements


"@HariSeldomRight What's the probability this will actually happen"  
[X Link](https://x.com/Investmentideen/status/1692543270604124194)  2023-08-18T14:25Z 17.7K followers, [----] engagements


"@BradoCapital @cdn_investing Canadians only"  
[X Link](https://x.com/Investmentideen/status/1693716669502214269)  2023-08-21T20:08Z 15.8K followers, [---] engagements


"If youve audio problem please like this tweet"  
[X Link](https://x.com/Investmentideen/status/1695878378459459656)  2023-08-27T19:18Z 16.3K followers, [----] engagements


"Whoever didnt make it heres the recording. Feel free to dm me your feedback. Guest: @PaulAndreola Host: @Investmentideen"  
[X Link](https://x.com/Investmentideen/status/1696047778856591804)  2023-08-28T06:31Z 16.3K followers, 22.5K engagements


"@21mio1 @PaulAndreola Glad you enjoyed it Hannes It's never easy. Studying investors like Paul will get you there. Otherwise ETFs are still a good alternative. :-)"  
[X Link](https://x.com/Investmentideen/status/1696061193813663992)  2023-08-28T07:24Z 17.8K followers, [---] engagements


"@rhomboid1MF Very sad news. He was One of the most talented operator and capital allocator Ive ever spoken to"  
[X Link](https://x.com/Investmentideen/status/1696407693030728010)  2023-08-29T06:21Z 16.3K followers, [---] engagements


"@patviera Are the institutions that stupid enough tp consider selling"  
[X Link](https://x.com/Investmentideen/status/1696784357132759284)  2023-08-30T07:18Z 16.3K followers, [---] engagements


"@patviera Nick I do not like your pessimism. :-) #Kino $KINO.L Kinovo is worth 100p next year in a private market transaction and the value of the business will be growing at 20%+ annually. We need a decent premium today to justify selling. 100p bid would equal an IRR of 10% for the"  
[X Link](https://x.com/Investmentideen/status/1698586575418937694)  2023-09-04T06:39Z 15.8K followers, [--] engagements


"@ArturoR14267081 This is kinda hard without working in the industry or talking to industry experts"  
[X Link](https://x.com/Investmentideen/status/1698839920788361419)  2023-09-04T23:26Z 16.3K followers, [--] engagements


"@cermrew Good idea. Youve to Show them the math. Solely Explaining it wont help"  
[X Link](https://x.com/anyuser/status/1699529797444002191)  2023-09-06T21:07Z [--] followers, [---] engagements


"@patviera Dont know any better opportunity right now. Excellent CEO good business tailwind and its cheap at 7x NTM earnings"  
[X Link](https://x.com/Investmentideen/status/1699893388571758767)  2023-09-07T21:12Z 16.3K followers, [---] engagements


"#NTBR Northern Bear PLC - Trading Update Business is in line. 10% Dividend Yield 30% E/EV Yield"  
[X Link](https://x.com/Investmentideen/status/1701531817319252216)  2023-09-12T09:42Z 17.6K followers, [----] engagements


"I wrote a few threads on this. It depends on valuation. The business grew operating profit by 3x since. It went from 17x EV/EBIT at Spin-Off date to todays 30x EV/EBIT (according to TIKR). This means that you had returns from multiple expansion of 75% (7% CAGR) and 200% (14.5% CAGR) from earnings growth. [---] * [--] = [----] - [--] = 425%+ return $RACE returned 23% CAGR since being spun off. It is very unlikely that going forward IRRs will be in the 20s. You won't see any further multiple expansion so you can remove the 7%. In addition to that it is very unlikely that RACE will grow earnings at the"  
[X Link](https://x.com/Investmentideen/status/1702260700410712212)  2023-09-14T09:59Z 16.3K followers, 26.3K engagements


"@jay223344x Forgot to add that I do not know if those are peak earnings. Who knows how they'll look like in a distressed envirnoment"  
[X Link](https://x.com/Investmentideen/status/1702279642755764565)  2023-09-14T11:14Z 16.3K followers, [---] engagements


"Applying a Private Market Framework to Public Equities I want to share a concept. This is how I think about investing in public markets. My idea when Investing in public markets is no different then what I would do when investing in private - non listed businesses. The approach shouldn't be any different. The only advantage that public equities provide is that you've the option to trade your shares at any given time while in a non listed company you're stuck until you find someone willing to buy your shares. The stock market and the price you see is nothing different than someone giving you a"  
[X Link](https://x.com/Investmentideen/status/1702610876233130088)  2023-09-15T09:10Z 16.3K followers, 30.2K engagements


"It's different to what I talk about. Above is not an investment strategy mentioned. In general I think that Public markets are more attractive than private equity just because of volatility that you don't have in private markets but is very useful. I don't know those funds but there are many small cap activist investors that do very well get a board seat introduce a new management restructure the business and sell to a strategic"  
[X Link](https://x.com/Investmentideen/status/1702672229496926621)  2023-09-15T13:14Z 16.3K followers, [--] engagements


"@ThomasMoroder @InvestRoiss Why are dividends more stable than buybacks It's the same mechanism. You utilize the end of year cash to return capital to shareholders If you do it every year its as stable as dividends"  
[X Link](https://x.com/Investmentideen/status/1702802903809827094)  2023-09-15T21:53Z 16.3K followers, [---] engagements


"Rafael do you really need a quote Obviously I am not the inventor of value investing nor am I the most brilliant guy on this planet who came up for the very first time with this uNiQuE concept. All my thoughts around value investing stem from what other brilliant investors have ever published. I am expressing their thoughts in my own words which makes it much easier for many to understand"  
[X Link](https://x.com/Investmentideen/status/1702807855613555079)  2023-09-15T22:13Z 16.3K followers, [--] engagements


"It has a few weaknesses. Not every earnings yield is equal. Some businesses grow without any investments needed while others do. Further tracking EPS growth is a better equivalent then ROIC as EPS growth cant ever be higher than ROiC. I dont see any benefit visualizing it this way. It will probably tell you if your portfolio is on average more expensive/cheap but you cant base any decision on that information It makes much more sense to track each stock individually and not the portfolio as a whole. I mean maybe I miss something but I dont see a point doing that. Personally I dont track any"  
[X Link](https://x.com/Investmentideen/status/1703519605887521120)  2023-09-17T21:21Z 16.3K followers, [----] engagements


"@orrdavid PAH3 has no catalyst. Why would the NAV Gap close Always the same discussion and no one could explain why its not a value trap"  
[X Link](https://x.com/Investmentideen/status/1703657026658701406)  2023-09-18T06:27Z 16.3K followers, [----] engagements


"I'm using the informations from the [----] AR. Not that close to PAH3 might be some errors here. Anyways; They pay 25/share dividend which is 5% dividend yield. This should be more or less maxed out. I can't see PAH3 trade at an even lower dividend yield than 5% - this won't close the gap in my opinion. They used a 7bn loan to buy shares. Can't tell if they bought more Volkswagen or Porsche. In either way you would have to make further due diligence on the valuation of those companies to make a conclusion if this is a good use of capital. Even if they would withhold dividend and utilize the"  
[X Link](https://x.com/Investmentideen/status/1703674935128772679)  2023-09-18T07:38Z 16.3K followers, [----] engagements


"You assume a 10% dividend yield for PAH3 This could close the gap partially and entirely if we assume that the market would value this at a 5% dividend yield which would double the share price then. Will this happen Dont know. Anyways in this case NAV is the wrong valuation metric"  
[X Link](https://x.com/Investmentideen/status/1703692637620842793)  2023-09-18T08:49Z 15.8K followers, [---] engagements


"An Audi Spin Off will Support closing the SOTP gap at #VOW3 but not at PAH. It could even widen the NAV gap if the share price doesnt pick up. Besides that why would you wait for another 10% drop Dont know what the IRR going forward is but even in an extreme situation 10% drop wont add much more IRR while giving you the risk of not timing right and maybe miss the opportunity"  
[X Link](https://x.com/Investmentideen/status/1704035686599335966)  2023-09-19T07:32Z 16.3K followers, [--] engagements


"Good to see that KINOVO insiders are buying shares. This did not happen for quite a while. #KINO $KINO.L"  
[X Link](https://x.com/Investmentideen/status/1706199308767219806)  2023-09-25T06:49Z 16.3K followers, [----] engagements


"Had a conversation with a friend just yesterday. Thought some of you might be interested. My thoughts on what made Joel Greenblatt and early Buffett this successful"  
[X Link](https://x.com/Investmentideen/status/1706931008841376019)  2023-09-27T07:17Z 16.3K followers, 45.2K engagements


"@RahulSetty_ What happens if $CROX become out of fashion and top line declines over the next [--] years"  
[X Link](https://x.com/Investmentideen/status/1707437459309527386)  2023-09-28T16:49Z 17.8K followers, [----] engagements


"What you can see is the steady decline in gross margins which would imply that they're actually discounting their products. Probably can't sell them anymore Top-line growth seems to be artificial because of that. If you sell more for less sure your revenue will grow but it is not sustainable"  
[X Link](https://x.com/Investmentideen/status/1707459829722226834)  2023-09-28T18:18Z 16.3K followers, [---] engagements


"I will delete this tweet later. It's now [--] months since I left Constellation Software and started my own gig. Didn't regret it a single second. Tripled my net income and probably will make more money next year than I could have ever dreamed of. Considering that I grew up"  
[X Link](https://x.com/Investmentideen/status/1707467540694257945)  2023-09-28T18:49Z 16.3K followers, [--] engagements


"I had some super interesting reach outs after sharing my current gig and I appreciate all the positive messages. I decided to share a little bit about myself and what I currently do and see if this brings any further interesting conversations up: As I mentioned It's now [--] months since I left Constellation Software and started freelancing. I was working for Constellation for about [--] years. Constellation Software was my very first role after graduating from uni. I started right away as a "deal originator" which is a less exciting role with usually a high employee churn. I was doing 100% deal"  
[X Link](https://x.com/Investmentideen/status/1707552048814723509)  2023-09-29T00:25Z 16.3K followers, [---] engagements


"I had some super interesting reach outs after sharing my current gig and I appreciate all the positive messages. I decided to share a little bit about myself and what I currently do and see if this brings any further interesting conversations up: As I mentioned It's now 14"  
[X Link](https://x.com/Investmentideen/status/1707561730878951747)  2023-09-29T01:03Z 16.3K followers, [--] engagements


"Shoot out to my friend @patviera. I don't know how he's doing it but he's recently crushing it. Insane amount of doubles triples and take-overs in the last [--] months. A great source for interesting micro caps trading on the UK AIM market if you need a reason to follow him"  
[X Link](https://x.com/Investmentideen/status/1707663727007281587)  2023-09-29T07:48Z 17.8K followers, 12.6K engagements


"🟩YTD 2023: +24.56% vs S&P +12% Added two new positions this quarter. One is $BVS.AX and the other one is undisclosed. Had a few drags on my performance in the last two years. The main drags coming from the decision not to sell. Most know that I own a media company. Obviously I bought into peak covid earnings which is why I held my largest position in [----] which went 100%+ and is now at +-0%. I received some dividends tho. The other mistake I did was with a company I didn't track the multiples accurately thinking that it was still a reasonable value while it wasn't which is now down 33% from"  
[X Link](https://x.com/Investmentideen/status/1707819809491013739)  2023-09-29T18:09Z 16.3K followers, 63.3K engagements


"@AitorGarcia @ReturnsJourney Theyre not. Catalyst is announced. Share price barely moved. Seen it many times"  
[X Link](https://x.com/Investmentideen/status/1708850271890145772)  2023-10-02T14:23Z 15.7K followers, [---] engagements


"1. In [----] I wrote a thread on my investment philosophy. Since then I've learned and changed a lot. Let's revisit my statements. Thread below"  
[X Link](https://x.com/Investmentideen/status/1708914357994758238)  2023-10-02T18:38Z 17.8K followers, 56.7K engagements


"2. The TSR is still the core of all decision making. Today I do not have any strict hurdles anymore. I am not looking for companies trading at a fair multiples with high ROICs. An opportunity has to make IRR wise sense"  
[X Link](https://x.com/Investmentideen/status/1708914359567581553)  2023-10-02T18:38Z 16.3K followers, [----] engagements


"13. I still like special situations. I do not do any guidance misses. Compared to [--] years back I started to enjoy buying undiscovered small cap opportunities that are very early in their journey similar to $KINO.L"  
[X Link](https://x.com/Investmentideen/status/1708914377305293062)  2023-10-02T18:38Z 15.7K followers, [---] engagements


"14. It's very likely that I will slowly deviate more and more away from special situations and towards illiquid good businesses that trade at a discount and experience some underlying change"  
[X Link](https://x.com/Investmentideen/status/1708914378857132330)  2023-10-02T18:38Z 15.8K followers, [---] engagements


"15. Being successful in investing requires having a good process. I became more creative generating Ideas. Today I am looking for share buybacks insider buying certain keywords"  
[X Link](https://x.com/Investmentideen/status/1708914380279107882)  2023-10-02T18:38Z 16.3K followers, [---] engagements


"Did anyone ever wrote up $IDT I am interested to learn more about this opportunity"  
[X Link](https://x.com/Investmentideen/status/1709265438515847183)  2023-10-03T17:53Z 18.1K followers, 13.6K engagements


"Interesting post. I liked the hurdle rate part but I disagree on the following statement: If an investment offers an expected return far above the market there is ALWAYS a lot more risk involved. First of all the average investor that aims for a 50% CAGR return will likely a) not find good opportunities or b) buy into value traps. In general high returns do not equal high risks and it's possible to have higher returns with less risk as returns depend on the price paid. High IRRs are the outcome of cheap purchases: low P/E low P/B etc. The other way around risk equals overpaying for an asset:"  
[X Link](https://x.com/Investmentideen/status/1709325214536831328)  2023-10-03T21:51Z 16.3K followers, [----] engagements


"One more issue I see is that the average investor will more likely behave speculative to get to 50% and should probably stick to ETFs and not to stock picking. But those that want to do stock picking and to end up with higher returns should continuously work on their process. Investing done with a good process and good strategy will return much higher IRRs while carrying less risk"  
[X Link](https://x.com/Investmentideen/status/1709330931520081960)  2023-10-03T22:13Z 16.3K followers, [---] engagements


"@ErgodicReason Dude how can this be gambling According to your logic every entrepreneur that has 100% of his net worth in his company is a gambler Jeff Bezos Mark Zuckerberg Mark Leonard are all gamblers Its gambling if one doesnt know what hes doing"  
[X Link](https://x.com/Investmentideen/status/1709339272342315129)  2023-10-03T22:46Z 16.3K followers, [--] engagements


"THE MORE I THINK ABOUT IT the more I start to believe that MICRO CAPS ARE INEFFICIENT IN GENERAL and that many opportunities trade at a discount for no reason besides the fact that theyre illiquid. The bigger the market cap the more likely it is that its trading where its trading for a reason. This seems not to be the same for micro caps. Even simple stock screening should be able to find good opportunities. Ill go one step further. I start to believe that its likely possible to apply modern Buffett to micro caps and be able to find the combination of long runway for growth great management"  
[X Link](https://x.com/Investmentideen/status/1711025915084308576)  2023-10-08T14:29Z 15.7K followers, [----] engagements


"@rumorandvalue Yeah same here. my returns improved when I moved from large to small and even further when I moved from small to micro"  
[X Link](https://x.com/Investmentideen/status/1711034788876849607)  2023-10-08T15:04Z 16.3K followers, [----] engagements


"@FinFreeWizard Dont think theyve to grow or be a great business to be a good investment"  
[X Link](https://x.com/Investmentideen/status/1711038962955907309)  2023-10-08T15:20Z 15.7K followers, [----] engagements


"@ShamuCapital Buffett said he could do 50% CAGR with 1m. GREENBLATT did 40% CAGR over [--] years"  
[X Link](https://x.com/Investmentideen/status/1711040541066952755)  2023-10-08T15:27Z 17.8K followers, [----] engagements


"Any scientific research that confirms your opinion Youre probably referring to multiple expansion but not to overall cash on cash returns. Many micro caps trade at mid teens EARNINGS YIELDS - I got some trading at mid 20s earnings yields but dont know a single large cap at a similar valuation"  
[X Link](https://x.com/Investmentideen/status/1711108173875077623)  2023-10-08T19:55Z 16.3K followers, [---] engagements


"@Nukular11 @InvestRoiss I disagree on this. There is enough capital and there are enough funds that are able to invest in non ESG. Returns attract capital - no matter the industry or geography. Market is mostly efficient the better covered a business is. There are [--] analysts covering the business"  
[X Link](https://x.com/Investmentideen/status/1711128364596031539)  2023-10-08T21:16Z 15.8K followers, [---] engagements


"I dont know anything about $XPEL but this seems to be one of those prime examples why I dont do watchlist (except for companies that I consider cheap today and would be willing to buy). Imagine youve been following XPEL for years saying that youre willing to buy shares when it drops by 50%. Youre here now but with a risk and an uncertainty. Are you brave enough to bet against the market by having a different opinion This could make you a lot of money or you can end up burned. I can see investors cheering if this ends up well stating how obvious the obvious was (similar to $META) while at this"  
[X Link](https://x.com/Investmentideen/status/1715107324329644108)  2023-10-19T20:47Z 16.3K followers, 51.2K engagements


"@AMMOqq Kinovo was cheap before and is cheap now. During a down turn one should look for indiscriminate selling businesses being thrown out of the window which leads to a decline of 80% for no reason. This happens mainly with illiquid micro caps not large caps"  
[X Link](https://x.com/Investmentideen/status/1715115089622106122)  2023-10-19T21:17Z 16.3K followers, [----] engagements


"@SebKrog Cash on the balance sheet"  
[X Link](https://x.com/Investmentideen/status/1716056730382037014)  2023-10-22T11:39Z 15.7K followers, [---] engagements


"@LogicalThesis This is me [--] years ago"  
[X Link](https://x.com/Investmentideen/status/1723680103081922768)  2023-11-12T12:32Z 15.7K followers, [---] engagements


"@ArenaManCapital @StephenFrampto9 It's important to understand what it is and apply it accordingly. No number should be used face value. According to my understanding this is not a normalized number but more of "cash flow thats available to shareholders" which is the equivalent of FCF"  
[X Link](https://x.com/Investmentideen/status/1728381770150580588)  2023-11-25T11:55Z 15.8K followers, [--] engagements


"Has anyone read this book and is it better than "the outsiders""  
[X Link](https://x.com/Investmentideen/status/1733224756441223292)  2023-12-08T20:39Z 18.3K followers, 19.1K engagements


"@Invesquotes @Edelweiss_Cap If to gift to a ceo. Which one should I pick"  
[X Link](https://x.com/Investmentideen/status/1733232757621342646)  2023-12-08T21:11Z 15.8K followers, [---] engagements


"1/ Personally I tend to disagree. Not sure if time is really an edge. When it comes to investing time is necessary to close the valuation gap. The real edge comes from the opportunity to buy shares of companies most cant invest in due to different reasons"  
[X Link](https://x.com/anyuser/status/1735071186231406803)  2023-12-13T22:56Z [--] followers, 15.3K engagements


"2/ its very similar to private equity. According to my experience The best returns are created by investors fishing for companies most arent looking at. Investing is about buying businesses at a a big discount to intrinsic value"  
[X Link](https://x.com/Investmentideen/status/1735071188483707379)  2023-12-13T22:56Z 15.8K followers, [----] engagements


"@Invesquotes The [--] month price target would be 15% higher than today. The [--] month target would be [-----] higher and so on. Even a [--] month price target would be reasonable"  
[X Link](https://x.com/Investmentideen/status/1735354194431824277)  2023-12-14T17:40Z 17.7K followers, [---] engagements


"@Invesquotes If you look [--] years ahead the math is still the same. [------] The [--] year price target has the same IRR as the [--] year price target. When something is trading at 5x earnings and one believes its worth 10x theres an edge in time due to patience"  
[X Link](https://x.com/Investmentideen/status/1735355121226207311)  2023-12-14T17:44Z 15.8K followers, [---] engagements


"For those that are better at accounting than I am. Business has 1.4m non cash lease expenses in operating cash flow but only an outflow of 200k lease expenses. Where is the delta coming from"  
[X Link](https://x.com/Investmentideen/status/1737089692296687707)  2023-12-19T12:37Z 15.8K followers, 16.8K engagements


"Not sure if I got any Greek followers but drop me a DM if youre in Athen. Here for vacation"  
[X Link](https://x.com/Investmentideen/status/1737174481943105934)  2023-12-19T18:14Z 18.5K followers, [----] engagements


"Honestly don't want to offend anyone but whenever I read something like this my BS senses ring. Value Investing is buying something below its intrinsic value. This can be a quality asset. Quality without "Valu(e)ation" is pure speculation"  
[X Link](https://x.com/Investmentideen/status/1737521972618117528)  2023-12-20T17:14Z 15.8K followers, 15.2K engagements


"@long_equity @ReserviorCap It's simple math mate. Buy a company that trades at sustainable 5x earnings and returns 100% of the cash. This will return you 20% IRR and beat your quality index and has no multiple arbitrage included. What kind of other evidence do you need"  
[X Link](https://x.com/Investmentideen/status/1737536517331894433)  2023-12-20T18:12Z 15.8K followers, [---] engagements


"@SixSigmaCapital Indeed intrinsic value is a subjective number and differs from person to person"  
[X Link](https://x.com/Investmentideen/status/1737546608131129434)  2023-12-20T18:52Z 15.8K followers, [---] engagements


"@SixSigmaCapital Question is what something is worth to the individual investor and what he believes the market would be willing to pay for it or his expected IRR"  
[X Link](https://x.com/Investmentideen/status/1737547207924953532)  2023-12-20T18:55Z 15.8K followers, [--] engagements


"Whoever believes that value investing is dead doesnt understand what value investing is and should be labeled as a rookie. As I mentioned value investing takes valuation into account"  
[X Link](https://x.com/Investmentideen/status/1737604488171495564)  2023-12-20T22:42Z 15.8K followers, [---] engagements


"You can buy shitty companies and still make a fortune. You can buy quality and you might get the same IRR as any other strategy would provide. Quality and growth are just part of an equation"  
[X Link](https://x.com/Investmentideen/status/1737604490478436480)  2023-12-20T22:42Z 15.8K followers, [---] engagements


"@majgeoinvesting Love that. Some of the best IRRs I've seen came from badly managed mature businesses that went throught restructuring and ended up with low single digit multiples"  
[X Link](https://x.com/Investmentideen/status/1737938894270664870)  2023-12-21T20:51Z 15.9K followers, [---] engagements


"Sharing my entire portfolio today (order by size): $KINO.L $SGN.WA $NZM.AX $JOB $BVS.AX $TSRI $IBPO.L $NCMI"  
[X Link](https://x.com/Investmentideen/status/1738139257166795068)  2023-12-22T10:07Z 18.5K followers, 80.1K engagements


"@atelicinvest No divi planned for FY 2022/2023. Lets see if they pay one for 2023/2034x"  
[X Link](https://x.com/anyuser/status/1738254624212033667)  2023-12-22T17:46Z [--] followers, [---] engagements


"Returned 32% YDT. Will share some personal thoughts on the year in Jan. In general I did very well. All performance down to the fact that most of my holdings have been super cheap with great capital allocators. Nevertheless some fuck ups included"  
[X Link](https://x.com/Investmentideen/status/1738320546910056719)  2023-12-22T22:08Z 15.9K followers, 22.2K engagements


"I honestly dont want to come over as hostile while it might seem that way. Personally I believe retail shareholders should be careful and focus on ETFs. If one wants to follow a different path he should focus on valuation. Whenever I see a large account promote bullshit"  
[X Link](https://x.com/Investmentideen/status/1738752775159177573)  2023-12-24T02:45Z 15.9K followers, [----] engagements


"Heres a list of accounts that I consider as good stock pickers. @puppyeh1 @Kreuzmann13 @LaughingH20Cap @Symmetry_Invest @Adam_Wyden @DV_Situations @ToffCap @CapitalShipyard @dirtcheapstocks @InvestSpecial @alluvialcapital @ClarkSquareCap @PaulAndreola"  
[X Link](https://x.com/Investmentideen/status/1738890243711906289)  2023-12-24T11:51Z 15.9K followers, 26.1K engagements


"@permastonks @DakotasTwits They acquired a business just yesterday"  
[X Link](https://x.com/Investmentideen/status/1738920207551242410)  2023-12-24T13:50Z 15.9K followers, [---] engagements


"@DakotasTwits @permastonks Yes first acquisition this year"  
[X Link](https://x.com/Investmentideen/status/1738921268664057955)  2023-12-24T13:55Z 16.3K followers, [---] engagements


"2/ With that much of activist involvment I don't think that investors have to trust the management. $JOB acquired 5% of all outstanding shares since change in the board which I consider as a really good number"  
[X Link](https://x.com/Investmentideen/status/1739714386908848455)  2023-12-26T18:26Z 16.3K followers, [---] engagements


"3/ Buybacks create a lot of IRR right now. Let's assume that 80c is the acquisition value. This means that the buybacks create 1.6x (80/50) more value than just the increase in EPS alone. $JOB"  
[X Link](https://x.com/Investmentideen/status/1739714388645298366)  2023-12-26T18:26Z 16.3K followers, [----] engagements


"This account went from [--] to 9K in less than [--] hours Insanely good content with insights into private equity. 1/ Just quoting cause I need more space I stayed at a firm as an operating partner [--] years too long. You also have to remember I was there from 2014-21 (ish this is my 3rd acct after doxed twice). Everything worked then literally everything Made my float that way. 1/ Just quoting cause I need more space I stayed at a firm as an operating partner [--] years too long. You also have to remember I was there from 2014-21 (ish this is my 3rd acct after doxed twice). Everything worked then"  
[X Link](https://x.com/Investmentideen/status/1739965611802038471)  2023-12-27T11:05Z 16.3K followers, 14.2K engagements


"Have to admit that joining Twitter in [----] was one of my best decisions. Met a bunch of fellow investors and learned more about investing from others here on X than I did the years before"  
[X Link](https://x.com/Investmentideen/status/1740015845512773654)  2023-12-27T14:24Z 16.3K followers, 12.5K engagements


"@ReneSellmann I miss the grey shades. Investing isnt black and white. Lets assume that company [--] expands its multiple from 10x to 15x while company [--] contracts from 20x to 15x within [--] months. Company [--] will return a 50% [--] month IRR while Company [--] will return a negative IRR"  
[X Link](https://x.com/Investmentideen/status/1741521361263006038)  2023-12-31T18:07Z 16.3K followers, [---] engagements


"Happy new year everybody. For [----] I want to stop calling out other investors and will likely just mute them. Anyways hope to meet more investors in X. My DMs are open. Cheers Paul"  
[X Link](https://x.com/anyuser/status/1741647390384214284)  2024-01-01T02:27Z [--] followers, [----] engagements


"@MnkeDaniel youre assuming that the market is rational. Most participants dont know how to value stocks and they behave emotionally. Even the most cheap and illiquid company will offer some shares at some point - might be a few but theyre available"  
[X Link](https://x.com/Investmentideen/status/1742853032021299649)  2024-01-04T10:18Z 16.3K followers, [---] engagements


"Just invest in illiquid businesses understand the math behind the total return approach think about management capabilities in regards to capital allocation and buy the cheapest 10% you can find among those. Ive realised over the past [--] months or so that I dont think Ive got that much of an edge in my analysis. Im maybe mildly above average at best though I think that will improve with time. However I do think I do have a real edge and I should be focusing on it. Ive realised over the past [--] months or so that I dont think Ive got that much of an edge in my analysis. Im maybe mildly above"  
[X Link](https://x.com/Investmentideen/status/1743349606006546729)  2024-01-05T19:11Z 16.3K followers, 13.8K engagements


"SECOND SPACE - Several months ago I had the opportunity to sit down with Paul Andreola to discuss his investment approach. Now I'm looking forward to hosting a conversation with Tristan better known as @hurdle_rate. Tristan manages money for friends and family through the Hurdle Rate Unit Trust. I first crossed paths with Tristan in [----] and over time our occasional exchanges have offered me valuable insights into his investment philosophy. As we approach our four-year anniversary since meeting I've come to hold a deep respect for his approach believing he has the potential to consistently"  
[X Link](https://x.com/anyuser/status/1744071455741006094)  2024-01-07T19:00Z [--] followers, 39.4K engagements


"Great interview. I resonate with almost every answer given. My interview with a true GOAT Joel Tillinghast of @Fidelity. One of the most amazing pieces of investor education I've ever been a part of. You could create a robust Joel Tillinghast Stock Screen from this. He tells you the exact P/E ratio and FCF yields he wants to pay & more https://t.co/1wrT04vkDF My interview with a true GOAT Joel Tillinghast of @Fidelity. One of the most amazing pieces of investor education I've ever been a part of. You could create a robust Joel Tillinghast Stock Screen from this. He tells you the exact P/E"  
[X Link](https://x.com/Investmentideen/status/1744779862366130618)  2024-01-09T17:55Z 16.3K followers, [----] engagements


"This interview by @JRogrow with an investor I never heard of is super refreshing. A lot of common sense on investing. Worth reading if you want to learn about an investment strategy that works"  
[X Link](https://x.com/Investmentideen/status/1744782797439488126)  2024-01-09T18:06Z 16.3K followers, [----] engagements


"@MrSchmidt20 @atelicinvest I dont think its hard either and there are 100% solutions available. Most are paid and I dont want to pay lol as I really need super basic capabilities and only got a handful invoices outgoing per year and a few dozens incoming"  
[X Link](https://x.com/Investmentideen/status/1745436608407490804)  2024-01-11T13:24Z 15.9K followers, [--] engagements


"Es geht nicht um Technologie. Der Wert bestimmt sich Anhand der Cash Flows die generiert werden. Hier ist der Cash Flow negativ da Energie kosten rein und warme Luft raus. Der Preis kommt nur aus Angebot und Nachfrage zustande. Um die Technologie zu nutzen bentigt es keinen Bitcoin. Zudem ist es Als Whrung aufgrund der Volatilitt komplett ungeeignet. Bitcoin kann KEIN Investment sein sondern ausschlielich reine Spekulation"  
[X Link](https://x.com/Investmentideen/status/1745722176110538968)  2024-01-12T08:19Z 16.3K followers, [--] engagements


"@JoeDoeKnowsGuy Ok bro"  
[X Link](https://x.com/Investmentideen/status/1745797457047425193)  2024-01-12T13:18Z 16.3K followers, [---] engagements


"@JoeDoeKnowsGuy Maybe exactly the opposite is the exception and not the rule"  
[X Link](https://x.com/Investmentideen/status/1745798075216548157)  2024-01-12T13:21Z 16.3K followers, [---] engagements


"@WorkyJ @Nesjamag You need PE to restructure the business and bringt it to sustainable healthy margins. Otherwise you will just provide another funding business will continue its cash burn and file bankruptcy the day after tomorrow again"  
[X Link](https://x.com/Investmentideen/status/1746108050836971558)  2024-01-13T09:52Z 16.3K followers, [--] engagements


"Anyone who rates [--] - [--] my DMs are open for suggestions"  
[X Link](https://x.com/Investmentideen/status/1746498754478227796)  2024-01-14T11:45Z 16.3K followers, [----] engagements


"@bayshore33701 Voluntary. Some people made actually money because of the crap I shared in the past"  
[X Link](https://x.com/Investmentideen/status/1748840670838538609)  2024-01-20T22:51Z 16.3K followers, [---] engagements


"@ThierryBorgeat And still he managed to compound at 30% which is impressive"  
[X Link](https://x.com/Investmentideen/status/1749427880579174830)  2024-01-22T13:44Z 16.3K followers, [---] engagements


"What's the best available global stock screener I checked all my holdings and except one all of them have been screenable at a certain point when they've been cheap. I want to give screeners one more try. Bonus for an "altert" functionality that shows new companies that fit into the criteria. Ive to admit that using stock screeners for ideas works. This is a new learning. Recently created a screen went only through a few dozen companies and managed to identify some very interesting opportunities. Nothing screaming cheap but some stuff at 10x earnings with 10% Ive to admit that using stock"  
[X Link](https://x.com/Investmentideen/status/1752099557494665218)  2024-01-29T22:41Z 16.3K followers, 24.4K engagements


"Gonna pay you 200k if your recommendation buys the firm & the acquirer is willing to pay a finders fee. 40m revenue 20m recurring 1m EBITDA Europe growing 3x Recurring Anyone aware of a private equity firm that would be interested in acquiring a software firm Main issue is profitability. Business would have to be restructured (e.g. cost cutting) which is why some of my clients passed on this opportunity @privateinequity @27XVII @carrynointerest"  
[X Link](https://x.com/Investmentideen/status/1753369232220246500)  2024-02-02T10:46Z 16.3K followers, 17.6K engagements


"@Techaktien1 Du sprichst von ca. 4% Dividendenrendite oder ca 80m Dividende vs 2mrd Barbestand der anderweitig genutzt werden kann. Die Aussage ist sehr irrefhrend"  
[X Link](https://x.com/Investmentideen/status/1755631331956904289)  2024-02-08T16:35Z 16.3K followers, [--] engagements


"@SharogradskyM @patviera Expenses through the core biz. Core business developing well. I bought more shares today"  
[X Link](https://x.com/Investmentideen/status/1756037432137392383)  2024-02-09T19:28Z 16.3K followers, [---] engagements


"@aHotstaff @TuckerCarlson I highly recommend to spend one hour of your time and research the other side. Ive been comparing every single argument I could find of both sides since the war started. What kind of signal do you want to send to authoritarian regimes"  
[X Link](https://x.com/Investmentideen/status/1756603316732117025)  2024-02-11T08:57Z 16.3K followers, [---] engagements


"@Arkenstone_C 6.2m EBITDA is about 4.5m in ANI. They're releasing the provisions through the cash-flow. They got 1.3m in cash with ca. 4.9m in DCB liability. It's trading at 7x which means it could return ca. 14% dividend yield from here going forward + EPS growth + multiple expansion"  
[X Link](https://x.com/Investmentideen/status/1757044874929480044)  2024-02-12T14:11Z 16.4K followers, [----] engagements


"$JOB earnings out. Have to admit that Ive been wrong on every aspect here. Overestimated normalized earnings. Overestimated buybacks. Underestimated how bad a management can be"  
[X Link](https://x.com/Investmentideen/status/1757524043329048930)  2024-02-13T21:55Z 16.5K followers, 16.8K engagements


"@VolkerGlaser1 Nicht das erste mal dass ich im Wasser versinke. :-) Ich denke das gehrt zum Geschft dazu"  
[X Link](https://x.com/Investmentideen/status/1757669184412999946)  2024-02-14T07:32Z 16.3K followers, [--] engagements


"@CloneShameless @VolkerGlaser1 Die warten soch auf strategischen Review"  
[X Link](https://x.com/Investmentideen/status/1757703383257956639)  2024-02-14T09:48Z 16.3K followers, [--] engagements


"@ArneUlland I need to do it in bulk. For example I am looking for regulatory software firms that provide software for Basel III or Solvency II. I want to put in [---] websites and return those that have keywords like "Basel III" OR "Solvency II" AND "Software""  
[X Link](https://x.com/Investmentideen/status/1759911044502159406)  2024-02-20T12:01Z 16.4K followers, [---] engagements


"@CloneShameless Positive news would be finalizing certain projects. They'll (hopefully) finish [--] of [--] this month. Number [--] in May and from there any cost upgrades should be limited"  
[X Link](https://x.com/Investmentideen/status/1766017049468211707)  2024-03-08T08:24Z 16.4K followers, [---] engagements


"@DiegoLa95810478 @HariSeldomRight Government spending a lot on CO2 neutrality + investmemt in business development + improvement in margins"  
[X Link](https://x.com/Investmentideen/status/1774547292814561286)  2024-03-31T21:20Z 16.5K followers, [--] engagements


"@ValentinoUK @VassiliGolod @tagesschau Inszenierung Du hast wohl die Drohnenaufnahmen nicht gesehen. Die Zeugenaussagen sind dir auch nicht bekannt. Entweder war da Steven Spielberg Regisseur oder aber die Russen haben hunderte Zivilisten exekutiert:"  
[X Link](https://x.com/Investmentideen/status/1774722442197381297)  2024-04-01T08:56Z 16.5K followers, [--] engagements


"@Alexa_Braunie @ronzheimer Wie kann ein Krieg in Europa nicht unser Problem sein"  
[X Link](https://x.com/Investmentideen/status/1774811229237788991)  2024-04-01T14:49Z 16.5K followers, [--] engagements


"@OAlexanderDK @DavidSacks The story is even better. [--] Tajiks traveling via Turkey to Moscow. Trying to escape via Ukraine have to get through a dozens of check points to get paid in worthless sanctioned rubles in Kyiv Ukraine"  
[X Link](https://x.com/Investmentideen/status/1777209989683175892)  2024-04-08T05:40Z 16.6K followers, [--] engagements


"$JOB announces conclusion of strategic review TLDR: CEO and CFO are retards. https://ir.geegroup.com/press-releases/detail/199/gee-group-announces-conclusion-of-review-of-strategic https://ir.geegroup.com/press-releases/detail/199/gee-group-announces-conclusion-of-review-of-strategic"  
[X Link](https://x.com/Investmentideen/status/1782376278626336834)  2024-04-22T11:49Z 17.8K followers, 22.5K engagements


"@hurdle_rate No limit re MC"  
[X Link](https://x.com/Investmentideen/status/1786183126265311318)  2024-05-02T23:56Z 16.6K followers, [---] engagements


"Heres a list in no particular order with all the companies I currently own shares of"  
[X Link](https://x.com/Investmentideen/status/1788236730899874207)  2024-05-08T15:57Z 18.8K followers, 26.2K engagements


"Good Q. Asking myself the same but Im great at rationalizing why I should continue holding it. Might sell at the end of this year for tax reasons. In general while I absolutely believe that management consists of egomaniac idiots Im still positive about activist influence. Further the valuation is super attractive and the fact that the current industry is in deep trouble could potentially indeed open up opportunities for acquisitions of businesses short of liquidity and being open to sell for cheap. Obviously management got lucky that theyre heading into recession with 20m in cash and while I"  
[X Link](https://x.com/Investmentideen/status/1788245003476582730)  2024-05-08T16:30Z 16.6K followers, [---] engagements


"@Klad_blok Maybe its indeed more lucrative to acquire businesses in trouble and restructure them over buying back shares This we will figure out after their $JOB first acquisition"  
[X Link](https://x.com/Investmentideen/status/1788245399636947080)  2024-05-08T16:31Z 16.6K followers, [---] engagements


"@Tintincapital Jep 😅"  
[X Link](https://x.com/Investmentideen/status/1790872334800204281)  2024-05-15T22:30Z 16.6K followers, [--] engagements


"@yetundiscovered [--]. No guarantee it will outperform at a 17% CAGR going forward. [--]. My [--] year CAGR QQQ [--]. IRR in [--] out of [--] years QQQ [--]. YTD QQQ"  
[X Link](https://x.com/Investmentideen/status/1791014217320943939)  2024-05-16T07:53Z 16.7K followers, [--] engagements


"Anyone in my network interested or knows someone who might be interested in becoming part of a C-Suite and in restructuring - cost cutting/increasing prices a 40m b2b software business Friends of mine own a break-even software company and are looking for someone with experience in restructuring"  
[X Link](https://x.com/Investmentideen/status/1791218491481059615)  2024-05-16T21:25Z 16.6K followers, [----] engagements


"Any reason I shouldnt be interested in $MTCH at 10x fcf returning almost everything through buybacks"  
[X Link](https://x.com/Investmentideen/status/1791550201406046471)  2024-05-17T19:23Z 17.2K followers, 90.6K engagements


"@mohaeusler Why do you think it lacks a moat"  
[X Link](https://x.com/Investmentideen/status/1791561455487070453)  2024-05-17T20:08Z 17K followers, [----] engagements


"I'm sitting on a pile of cash. Ready to be fully deployed. Any recommendations [---] wired to your bank account If I buy the stock. Criteria: road to be a 3x in [--] years (FCF Yield + EPS growth + multiple expansion) no large caps. Exit P/E multiple no higher than 15x"  
[X Link](https://x.com/Investmentideen/status/1792905683773333986)  2024-05-21T13:10Z 17.2K followers, [---] engagements


"@bargainbinstock Road to 2x in [--] years"  
[X Link](https://x.com/Investmentideen/status/1792907041666711601)  2024-05-21T13:15Z 17.2K followers, [----] engagements


"@ShadyJosh5 I remember that some people accused $LMND of manipulating their financials"  
[X Link](https://x.com/Investmentideen/status/1792912800123158791)  2024-05-21T13:38Z 17.1K followers, 13.4K engagements


"@AdamB1438 A lot of good opportunities right now"  
[X Link](https://x.com/Investmentideen/status/1792914737518330196)  2024-05-21T13:45Z 17.1K followers, [----] engagements


"@JoeTheMiner0 @S_Lepage10 This sounds very interesting"  
[X Link](https://x.com/Investmentideen/status/1793229344220856651)  2024-05-22T10:36Z 17.1K followers, [--] engagements


"Was considering creating a list of all companies posted but those are more than [---] businesses. Some highly interesting businesses in that list. Will need some time to go through the majority of those. Thanks to everyone who contributed. As mentioned if invested [---] wired to your account + 10% of the after tax profit. Nail me on that. I'm sitting on a pile of cash. Ready to be fully deployed. Any recommendations [---] wired to your bank account If I buy the stock. Criteria: road to be a 2x in [--] years (FCF Yield + EPS growth + multiple expansion) no large caps no commodities. Exit P/E multiple"  
[X Link](https://x.com/Investmentideen/status/1793250618921869514)  2024-05-22T12:00Z 17.2K followers, 12K engagements


"@AAGresearch How do you explain the disparity between cash-flow and P&L Their books are growing but not their cash"  
[X Link](https://x.com/Investmentideen/status/1793343953338503656)  2024-05-22T18:11Z 17.1K followers, [--] engagements


"@seriously211 what did change over time Last [--] years revenue was cyclical. Suddenly profitable"  
[X Link](https://x.com/Investmentideen/status/1793383189097931107)  2024-05-22T20:47Z 17.2K followers, [---] engagements


"@AlphaRatios Why not buying This stock is hilarious cheap. If we won't be bought out this or next year for 100p I would bet we will reach 200p by end of 2027"  
[X Link](https://x.com/Investmentideen/status/1793910727184671059)  2024-05-24T07:43Z 17.2K followers, [---] engagements


"For those that use Interactive Brokers. Is there a way to benefit from the low interest rate of JPY margin loans For example use a negative JPY balance to buy USD"  
[X Link](https://x.com/Investmentideen/status/1793941329036099668)  2024-05-24T09:45Z 17.2K followers, 40.5K engagements


"@Johnie36149708 Btw. wouldn't this open up the opportunity for arbitrage Interest on USD is 4.8% while interest paid on JPY is 1.5%"  
[X Link](https://x.com/Investmentideen/status/1793943399810421246)  2024-05-24T09:53Z 17.2K followers, [----] engagements


"@Raynar81 Isn't it a win-win USD higher interest - people buy more USD JPY low interest - people sell more JPY USD strengthens: I get more for my JPY and I get more interest. My JPY debt stays flat but I can trade the JPY at a better conversion rate if JPY continues to decline"  
[X Link](https://x.com/Investmentideen/status/1793946445126471860)  2024-05-24T10:05Z 17.2K followers, [---] engagements


"@hurdle_rate one of the comments suggested how get around it. Whenever I try to buy USD.JPY it tells me that it can't expose me to FX leverage"  
[X Link](https://x.com/Investmentideen/status/1793950599035138470)  2024-05-24T10:22Z 17.2K followers, [----] engagements


"@memyselfandi006 @Johnie36149708 Makes sense"  
[X Link](https://x.com/Investmentideen/status/1793954980149297324)  2024-05-24T10:39Z 17.2K followers, [---] engagements


"Since doing that micro cap compounder thing I became really bad at selling. I always got some hope that multiple stays high while earnings catch up. Buying and selling rerates with pre-defined price target is much easier"  
[X Link](https://x.com/Investmentideen/status/1798992240964202717)  2024-06-07T08:15Z 17.2K followers, [----] engagements


"@ArneUlland Nice returns Arne [----] is standing out considering that many (me included) posted a net loss for that year"  
[X Link](https://x.com/Investmentideen/status/1799099520078463428)  2024-06-07T15:22Z 17.2K followers, [---] engagements


"@Pizzolutions @ebitdaddy90 Sometimes yes sometimes no. Sometimes you find both and have to assess if its a deal breaker for you at all"  
[X Link](https://x.com/Investmentideen/status/1802667532693680473)  2024-06-17T11:40Z 17.2K followers, [--] engagements


"@MubufStonks Depends and I disagree. It shows how cash generative the core business is"  
[X Link](https://x.com/Investmentideen/status/1814234431667765680)  2024-07-19T09:42Z 17.3K followers, [---] engagements


"@ToffCap Considered the business as intriguing as well but can't get any feel for the % recurring percentage of revenue. If someone could shed some light on recurring this would be much appreciated"  
[X Link](https://x.com/Investmentideen/status/1815379345000505842)  2024-07-22T13:32Z 17.3K followers, [---] engagements


"@stonkmetal Imo. best way to avoid this is buying business with high % of recurring revenue"  
[X Link](https://x.com/Investmentideen/status/1816748505811014085)  2024-07-26T08:12Z 17.7K followers, [---] engagements

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