# ![@PatagoniaValor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1149372110822891520.png) @PatagoniaValor Patagonia Valor

Patagonia Valor posts on X about $bur, $erfpa, $goos, $ntdoy the most. They currently have [-----] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1149372110822891520/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1149372110822891520/c:line/m:interactions.svg)

- [--] Week [--] +850%
- [--] Month [--] -99%
- [--] Months [-----] +132%
- [--] Year [-----] +11%

### Mentions: [--] [#](/creator/twitter::1149372110822891520/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1149372110822891520/c:line/m:posts_active.svg)

- [--] Month [--] -80%
- [--] Months [--] +13%
- [--] Year [--] +117%

### Followers: [-----] [#](/creator/twitter::1149372110822891520/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1149372110822891520/c:line/m:followers.svg)

- [--] Month [-----] no change
- [--] Months [-----] -0.80%
- [--] Year [-----] -0.90%

### CreatorRank: undefined [#](/creator/twitter::1149372110822891520/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1149372110822891520/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  31.43% [finance](/list/finance)  20% [gaming](/list/gaming)  5.71% [technology brands](/list/technology-brands)  5.71% [countries](/list/countries)  5.71% [luxury brands](/list/luxury-brands)  4.29% [fashion brands](/list/fashion-brands)  2.86% [cryptocurrencies](/list/cryptocurrencies)  1.43% [currencies](/list/currencies)  1.43% [exchanges](/list/exchanges)  1.43%

**Social topic influence**
[$bur](/topic/$bur) #8, [$erfpa](/topic/$erfpa) 15.71%, [$goos](/topic/$goos) #3, [$ntdoy](/topic/$ntdoy) 14.29%, [$itxmc](/topic/$itxmc) 11.43%, [$hende](/topic/$hende) 10%, [$nvs](/topic/$nvs) 10%, [$bnpa](/topic/$bnpa) 8.57%, [$instalst](/topic/$instalst) 8.57%, [$rwsl](/topic/$rwsl) 8.57%

**Top accounts mentioned or mentioned by**
[@getbenchmarkco](/creator/undefined) [@galiciainvestor](/creator/undefined) [@returnsjourney](/creator/undefined) [@icariacap](/creator/undefined) [@arregius](/creator/undefined) [@hoopclub](/creator/undefined) [@aktieblogg](/creator/undefined) [@luismiguelvalue](/creator/undefined) [@accioneafi](/creator/undefined) [@valueinvestings](/creator/undefined) [@thegodas](/creator/undefined) [@heartofthesea](/creator/undefined) [@hurdlerate](/creator/undefined) [@natrothschild1](/creator/undefined) [@mallard](/creator/undefined) [@muddywatersre](/creator/undefined) [@toffcap](/creator/undefined) [@altafoxcapital](/creator/undefined) [@danieltoloko](/creator/undefined) [@fritz844](/creator/undefined)

**Top assets mentioned**
[Burford Capital Limited (BUR)](/topic/$bur) [Novartis AG (NVS)](/topic/$nvs) [Altria Group Inc (MO)](/topic/$mo) [Diageo plc (DEO)](/topic/$deo) [Markel, Corp. (MKL)](/topic/$mkl) [REV Group, Inc. (REVG)](/topic/$revg) [Deere & Company (DE)](/topic/$de) [GLOBANT S.A. (GLOB)](/topic/globant) [Credit Suisse Group (CS)](/topic/credit-suisse) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Coupang, Inc.  (CPNG)](/topic/$cpng) [Copart, Inc. (CPRT)](/topic/$cprt) [StoneCo Ltd. Class A Common Shares (STNE)](/topic/$stne) [Okta Inc (OKTA)](/topic/$okta) [MercadoLibre Inc (MELI)](/topic/$meli)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Interesantes ideas de inversin ledas recientemente: Rational $RAA.DE Bekaert $BEKB.BR Webjet $WEB.AX McBride $MCB.L REV Gr $REVG Seplat $SEPL.L Stif Fr $ALSTI.PA Deere $DE Aucnet $3964.JP Hingham $HIFS cBrain $CBRAIN Links a continuacin"  
[X Link](https://x.com/PatagoniaValor/status/1805610295500361981)  2024-06-25T14:33Z [----] followers, [----] engagements


"💼 3Q25 YTD 170% Sold Off $RCS.MI $BOL.PA ➕ $ITX.MC $PWS.MI $ITM.MI $JEN.BR ➖ $BUR $GOOS $ALSTI.PA 💼 2Q25 YTD 113% https://t.co/u9btbEv30r 💼 2Q25 YTD 113% https://t.co/u9btbEv30r"  
[X Link](https://x.com/PatagoniaValor/status/1973411315222712488)  2025-10-01T15:34Z [----] followers, [----] engagements


"RT @_HoopClub: WE ARE LONG ON $FILA 4050M per year in free cash flow. Valued at 2x EBITDA. A Mispriced Cash Machine. FULL REPORT AVAILA"  
[X Link](https://x.com/PatagoniaValor/status/1974145829159252390)  2025-10-03T16:13Z [----] followers, [--] engagements


"RT @aktieblogg: It's time for a portfolio deep dive thread Why do I own the stocks that I do What makes them unique Risks Here are my n"  
[X Link](https://x.com/PatagoniaValor/status/2012562781271183845)  2026-01-17T16:28Z [----] followers, [--] engagements


"💼 YTD +55% $GDWN.L $ERF.PA $BUR $ALSTI.PA $SUP.L $VLX.L $EXO.AS $JEN.BR $PWS.MI $ITM.MI $GOOS $CTT.ST $FILA.MI & Few Baskets"  
[X Link](https://x.com/PatagoniaValor/status/2017532296945909858)  2026-01-31T09:35Z [----] followers, [---] engagements


"11. Nintendo $NTDOY 53% [--]. Henkel $HEN.DE 51% [--]. Remy Cointreau $RCO.PA 39% [--]. Fountaine Pajot $ALFPC.PA 23% [--]. IVU Traffic $IVUG.DE 21% [--]. RCS MediaGroup $RCS.MI 17% Cash 40%"  
[X Link](https://x.com/PatagoniaValor/status/1707878236745597381)  2023-09-29T22:01Z [----] followers, [----] engagements


"@LuisMiguelValue $BIOX Bioceres $STNE StoneCo $GLOB Globant"  
[X Link](https://x.com/PatagoniaValor/status/1319024951266082817)  2020-10-21T21:17Z [----] followers, [--] engagements


"Cartera al 31/03/21: $BUR $MO $NVS $EIMI $HEN.DE $BN.PA $UNA.AS $ITX.MC $DEO $INSTAL.ST $GOOS $RWS.L $BAYN.DE $MBUU #DINOPL $ERF.PA $NTDOY $LCJP.L $SOI.PA $ACOPF Ms detalles aqu: https://patagoniavalor.com/cartera-actualizada/ https://patagoniavalor.com/cartera-actualizada/"  
[X Link](https://x.com/PatagoniaValor/status/1377583547574272001)  2021-04-01T11:28Z [----] followers, [--] engagements


"@GetBenchmarkCo 1$INSTAL.ST 2$SOI.PA 3$IDEA.L 4$TOBII.ST $NLAB.ST acquired More: $IVU.DE $TPE.DE $AJ91.BE $E2N.MU $CHR.CO $PROE.MC $GTCN.PA $ALFPC.PA $ERF.PA $PITE.MI $SSHIP.OL $DNP.W $CTT.ST $BTS.ST $GARO.ST $LIFCO.ST $EMBRAC.ST $ITECH.ST $JFN.SW $BUR $RWS.L $JDG.L $ABDP.L $TSTL.L $GAW.L"  
[X Link](https://x.com/PatagoniaValor/status/1387015030357508099)  2021-04-27T12:05Z [----] followers, [--] engagements


"Cartera actualizada al 30/04/21: $BUR $EIMI $NVS $BAYN.DE $HEN.DE $BN.PA $MO $UNA.AS $ITX.MC $DEO $INSTAL.ST $GOOS $RWS.L $MBUU $ERF.PA $NTDOY $LCJP.L $ACOPF #DINOPL Ms detalles aqu: https://patagoniavalor.com/cartera-actualizada/ https://patagoniavalor.com/cartera-actualizada/"  
[X Link](https://x.com/PatagoniaValor/status/1388216696020815874)  2021-04-30T19:40Z [----] followers, [--] engagements


"Auth0 adquirido por $OKTA es el 5to unicornio made in Se suma a: $MELI Mercadolibre $GLOB Globant $DESP Despegar OLX adquirida por Naspers $NPSNY en [----] https://www.infobae.com/economia/2021/05/05/matias-waloski-cofundador-de-autho-el-quinto-unicornio-argentino-tenemos-que-llegar-a-ser-una-empresa-de-100-billones-de-dolares/ https://www.infobae.com/economia/2021/05/05/matias-waloski-cofundador-de-autho-el-quinto-unicornio-argentino-tenemos-que-llegar-a-ser-una-empresa-de-100-billones-de-dolares/"  
[X Link](https://x.com/PatagoniaValor/status/1389933708870881285)  2021-05-05T13:23Z [----] followers, [--] engagements


"Portfolio update 31-5-21: $BUR $EIMI $NVS $HEN.DE $BN.PA $MO $UNA.AS $ITX.MC $DEO $INSTAL.ST $GOOS $RWS.L $MBUU $ERF.PA $NTDOY $LCJP.L $SFTBY #DINOPL ➕ $SFTBY ➖ $BAYN.DE $ACOPF Ms detalles aqu: https://patagoniavalor.com/cartera/ https://patagoniavalor.com/cartera/"  
[X Link](https://x.com/PatagoniaValor/status/1399674190287024129)  2021-06-01T10:28Z [----] followers, [--] engagements


"Portfolio update june: $BUR $EIMI $NVS $HEN.DE $BN.PA $MO $UNA.AS $ITX.MC $DEO $INSTAL.ST $GOOS $RWS.L $MBUU $ERF.PA $NTDOY $LCJP.L $SFTBY #DINOPL"  
[X Link](https://x.com/PatagoniaValor/status/1410531287094415360)  2021-07-01T09:30Z [----] followers, [--] engagements


"Portfolio update july: $BUR $EIMI $NVS $HEN.DE $BN.PA $MO $UNA.AS $ITX.MC $DEO $INSTAL.ST $GOOS $RWS.L $MBUU $ERF.PA $NTDOY $LCJP.L $SFTBY $SWMA.ST"  
[X Link](https://x.com/PatagoniaValor/status/1421178093562220558)  2021-07-30T18:37Z [----] followers, [--] engagements


"10 🎙 Value investing FM con @AccionEAFI @ValueInvestingS @The_Godas https://www.youtube.com/watchv=m289c5qXkDA https://www.youtube.com/watchv=m289c5qXkDA"  
[X Link](https://x.com/PatagoniaValor/status/1444260803956428800)  2021-10-02T11:19Z [----] followers, [--] engagements


"11 📈 SHVA $SHVA @GaliciaInvestor Monopolio de pagos en Israel https://galicianinvestor.substack.com/p/shva https://galicianinvestor.substack.com/p/shva"  
[X Link](https://x.com/PatagoniaValor/status/1444260806129078277)  2021-10-02T11:19Z [----] followers, [--] engagements


"16 📈 [--] Unicornios Asiticos By Credit Suisse https://drive.google.com/file/d/1DJ4X2xVJHWTQX4bS6o3YuaKYhnTqK_rk/view https://drive.google.com/file/d/1DJ4X2xVJHWTQX4bS6o3YuaKYhnTqK_rk/view"  
[X Link](https://x.com/PatagoniaValor/status/1454161049905766400)  2021-10-29T18:59Z [----] followers, [--] engagements


"@GaliciaInvestor $MKL $BUR y $EXOR"  
[X Link](https://x.com/PatagoniaValor/status/1530161206740365312)  2022-05-27T12:17Z [----] followers, [--] engagements


"@heartof_thesea @hurdle_rate Nat Rothschild @NatRothschild1 Volex $VLX"  
[X Link](https://x.com/PatagoniaValor/status/1689611291747356677)  2023-08-10T12:14Z [----] followers, [---] engagements


""I invested approximately my entire after-tax salary for Markel Group during the quarter to purchase shares in the open market. At this point I now have purchased Markel Group shares in six of the last seven quarters" Tom Gayner $MKL"  
[X Link](https://x.com/PatagoniaValor/status/1720465387710488721)  2023-11-03T15:38Z [----] followers, [---] engagements


"@M_A_L_L_A_R_D Its not my best idea. At the time I saw a solid family business good products a strong balance sheet etc. But I expected some growth (big mistake). Today I expect a turnaround I think the new directive is on the right track"  
[X Link](https://x.com/PatagoniaValor/status/1741615099050135975)  2024-01-01T00:19Z [----] followers, [--] engagements


"Performance of listed family-owned businesses by Credit-Suisse"  
[X Link](https://x.com/PatagoniaValor/status/1843639375659491424)  2024-10-08T13:07Z [----] followers, [---] engagements


"@muddywatersre shorts is a good place to find great and cheap business Examples: -Eurofins $ERF.PA -Burford $BUR -Fairfax $FFH Trivia: Both Fairfax and Eurofins were targets of Muddy Water short reports. Trivia: Both Fairfax and Eurofins were targets of Muddy Water short reports"  
[X Link](https://x.com/PatagoniaValor/status/1902696091025375522)  2025-03-20T12:17Z [----] followers, [---] engagements


"Sold Nintendo $7974.T $NTDOF 4y IRR 20% (divid incl) Building a Japanese Deep-Value Basket ➡"  
[X Link](https://x.com/PatagoniaValor/status/1927920827338469564)  2025-05-29T02:51Z [----] followers, [---] engagements


"@ReturnsJourney El motivo:"  
[X Link](https://x.com/PatagoniaValor/status/1963636109218304451)  2025-09-04T16:11Z [----] followers, [---] engagements


"@ToffCap $ALSTI a french family-owned company positioning on protection against explosions of BESS (new niche market since 2022) with profitable growth and net cash balance sheet"  
[X Link](https://x.com/PatagoniaValor/status/1864675801272066464)  2024-12-05T14:18Z [----] followers, [---] engagements


"@AltaFoxCapital $ALSTI a french family-owned company positioning on protection against explosions of BESS (new niche market since 2022) with profitable growth and net cash balance sheet"  
[X Link](https://x.com/PatagoniaValor/status/1869365092070072745)  2024-12-18T12:52Z [----] followers, [---] engagements


"@daniel_toloko Fountaine Pajot $ALFPC Very good companies in Sweden and UK too"  
[X Link](https://x.com/PatagoniaValor/status/1367107716133625859)  2021-03-03T13:40Z [----] followers, [--] engagements


"22 📈 Nintendo $7974 $NTDOY Argumentos alcistas y bajistas para la lder japonesa en entretenimiento @Fritz844 https://www.asiancenturystocks.com/p/nintendo https://www.asiancenturystocks.com/p/nintendo"  
[X Link](https://x.com/PatagoniaValor/status/1421115088908472324)  2021-07-30T14:26Z [----] followers, [--] engagements


"17 📈 Warsaw Stock Exchange Group $GPW @GlobalStockPick Bolsa de valores polaca http://www.globalstockpicking.com/2021/10/10/gpw-warsaw-stock-exchange-group/ http://www.globalstockpicking.com/2021/10/10/gpw-warsaw-stock-exchange-group/"  
[X Link](https://x.com/PatagoniaValor/status/1454161053194072067)  2021-10-29T18:59Z [----] followers, [--] engagements


"18 📈 Goodwin $GDWN @MaynardPaton Microcap industrial operando en petrleo y gas https://knowledge.sharescope.co.uk/2021/10/20/small-cap-spotlight-report-goodwin/ https://knowledge.sharescope.co.uk/2021/10/20/small-cap-spotlight-report-goodwin/"  
[X Link](https://x.com/PatagoniaValor/status/1454161056885059591)  2021-10-29T18:59Z [----] followers, [--] engagements


"Exor NAV [---] por accin al 31-12-22: 🚗Ferrari [--] 🏎Stellantis [--] 🚛CNH [--] 👜Otros (*) [--] 💶Caja neta [--] Precio [--] (*) Funds Venture Inst. Mrieux Ch. Louboutin Juventus Via Tr. Iveco The Economist etc. 79% del NAV (97) en empresas cotizadas y cash Long $EXOR"  
[X Link](https://x.com/PatagoniaValor/status/1648124318050557953)  2023-04-18T00:40Z [----] followers, [--] engagements


"Interesante introduccin a Piaggio & C. SpA $PIA $PIA.MI Vespa Piaggio & C. SpA time to saddle up Europe is the envy of the world when it comes to luxury goods. A European brand lesser known for luxury is @Piaggio_Group producer of the world-famous Vespa. This could change though. What makes $PIA an interesting long-term investment https://t.co/fgmBQy31dw Piaggio & C. SpA time to saddle up Europe is the envy of the world when it comes to luxury goods. A European brand lesser known for luxury is @Piaggio_Group producer of the world-famous Vespa. This could change though. What makes $PIA an"  
[X Link](https://x.com/PatagoniaValor/status/1654414262545133570)  2023-05-05T09:14Z [----] followers, [---] engagements


"16/ Ms ideas: $BSPE Vintage Wine Estates por Undervaluated-Shares: #FLTR Flutter Entertainment por @GetBenchmarkCo: $ENX.PA Euronext por valueandopportunity: https://valueandopportunity.com/2021/03/30/euronext-nv-isin-nl0006294274-backwater-stock-exchange-or-garp-brexit-winner/ https://getbenchmark.substack.com/p/fanduel-the-better-draftkings https://www.undervalued-shares.com/weekly-dispatches/industry-roll-ups-or-the-spac-based-ipo-of-vintage-wine-estates/ https://valueandopportunity.com/2021/03/30/euronext-nv-isin-nl0006294274-backwater-stock-exchange-or-garp-brexit-winner/"  
[X Link](https://x.com/PatagoniaValor/status/1377299209519570945)  2021-03-31T16:38Z [----] followers, [--] engagements


"13 📈 Burberry $BRBY Undervalued-shares Moda de lujo https://www.undervalued-shares.com/weekly-dispatches/burberry-the-next-takeover-target/ https://www.undervalued-shares.com/weekly-dispatches/burberry-the-next-takeover-target/"  
[X Link](https://x.com/PatagoniaValor/status/1444260810033872896)  2021-10-02T11:19Z [----] followers, [--] engagements


"Portfolio update February: New buy: - Sold off: $BN.PA $SSDOY $BOMN ➕ $GOOS $ITX.MC $ERF.PA $NTDOY $AMZN $PRX.AS $NSSC $MMMB"  
[X Link](https://x.com/PatagoniaValor/status/1498462419689086978)  2022-03-01T00:57Z [----] followers, [--] engagements


"$RAA.DE $BEKB.BR $WEB.AX $MCB.L (y otras [--] ideas) $REVG $SEPL.L $ALSTI.PA https://x.com/PenttiJokinen/status/1793175104790106167 https://x.com/alexeliasson/status/1796182995616854224 https://x.com/AltaFoxCapital/status/1787460478559461709 https://x.com/InvestSpecial/status/1793569918547624269 https://x.com/sweetstocksblog/status/1800382818322952433 https://x.com/sweetstocksblog/status/1794975420275667354 https://x.com/sweetstocksblog/status/1792522224492249502 $ALSTI A family owned French industrial STIF with history of many niche products like dust explosion protection. [----] found a growth"  
[X Link](https://x.com/PatagoniaValor/status/1805610297786294780)  2024-06-25T14:33Z [----] followers, [----] engagements


"@PenttiJokinen $SOM"  
[X Link](https://x.com/PatagoniaValor/status/1988593725472423996)  2025-11-12T13:04Z [----] followers, [--] engagements


"Ms: $DSK.AX Dusk por @fil_pasini Y por @sergiofallacf: $EMBRAC.ST Embracer por @Krevix: $SDIP.ST Sdiptech por @IcariaCap y Where Food Comes From https://icariacap.substack.com/p/auditoria-de-animales-un-negocio https://icariacap.substack.com/p/sdiptech-una-compania-unica- https://krevix.substack.com/p/embracer-group-440 https://www.youtube.com/watchv=v1ksrH2ft1w& https://jordinoguera.substack.com/p/dusk-tesis-de-inversion https://icariacap.substack.com/p/auditoria-de-animales-un-negocio https://icariacap.substack.com/p/sdiptech-una-compania-unica-"  
[X Link](https://x.com/PatagoniaValor/status/1388159217895415809)  2021-04-30T15:52Z [----] followers, [--] engagements


"y ms: $KAMBI.ST Kambi por @GetBenchmarkCo: $EVO.ST Evolution Gaming por @europescuttle: $THEP.PA Thermador by @FRValue: https://x.com/FRValue/status/1386304799855939587 https://www.scuttlebutt.co/p/evolution-evo-the-netflix-of-the https://getbenchmark.substack.com/p/kambi-the-76-growth-monster If there was a small-cap equivalent of Air Liquide on the Euronext market this company would come really close. A 65+bagger (incl. dividends) since its IPO it is a value creation machine that has rewarded its shareholders handsomely over 30+ years. This is Thermador $THEP. 1/n https://t.co/EFb0ELfyrf"  
[X Link](https://x.com/PatagoniaValor/status/1388159220059607043)  2021-04-30T15:52Z [----] followers, [--] engagements


"11 📈 Coupang $CPNG La Amazon coreana @LiviamCapital https://liviamcapital.substack.com/p/coupang-the-amazon-of-south-korear=3aueq&utm_campaign=post&utm_medium=email&utm_source=twitter https://liviamcapital.substack.com/p/coupang-the-amazon-of-south-korear=3aueq&utm_campaign=post&utm_medium=email&utm_source=twitter"  
[X Link](https://x.com/PatagoniaValor/status/1433066757191782410)  2021-09-01T13:58Z [----] followers, [--] engagements


"12 📈 Sherwin-Williams $SHW Pinturas y revestimientos @Finding_Moats https://findingmoatsinternational.substack.com/p/sherwin-williams-looking-for-companies https://findingmoatsinternational.substack.com/p/sherwin-williams-looking-for-companies"  
[X Link](https://x.com/PatagoniaValor/status/1433066760647946243)  2021-09-01T13:58Z [----] followers, [--] engagements


"14 📈 Balco $BALCO @Sigma_diez Renovacin de balcones nrdicos https://sigmadiez.com/empresas-nordicas/balco-group/utm_source=ReviveOldPost&utm_medium=social&utm_campaign=ReviveOldPost https://sigmadiez.com/empresas-nordicas/balco-group/utm_source=ReviveOldPost&utm_medium=social&utm_campaign=ReviveOldPost"  
[X Link](https://x.com/PatagoniaValor/status/1444260812328144900)  2021-10-02T11:19Z [----] followers, [--] engagements


"@AnalisisdeInver Jungfraubahn Holding AG"  
[X Link](https://x.com/PatagoniaValor/status/1752000267757690893)  2024-01-29T16:06Z [----] followers, [---] engagements


"15/ Por ltimo algunas ideas de inversin: $CPNG Coupang la Amazon coreana por @GoodwaterCap: $NTDOY Nintendo por Asymmetric Skew: y tambin por @IcariaCap: https://seekingalpha.com/article/4415898-nintendo-offers-huge-investment-opportunity https://asymmetricskew.substack.com/p/nintendo-switching-the-business-model https://www.goodwatercap.com/thesis/understanding-coupang https://seekingalpha.com/article/4415898-nintendo-offers-huge-investment-opportunity https://asymmetricskew.substack.com/p/nintendo-switching-the-business-model https://www.goodwatercap.com/thesis/understanding-coupang"  
[X Link](https://x.com/PatagoniaValor/status/1377299206738698240)  2021-03-31T16:38Z [----] followers, [--] engagements


"Portfolio update january: New buy: $AMZN $PRX.AS $SSDOY Sold off: $ULVR.L $VMC.V ➕ $GOOS $SFTBY $HEN.DE ➕$MMMB $VLX.L $PITE.MI $M8G.DE ➖ $NVS $MKL $NTDOY $BAM"  
[X Link](https://x.com/PatagoniaValor/status/1488313192975642628)  2022-02-01T00:48Z [----] followers, [--] engagements


"$DE $3964.JP $HIFS $CBRAIN (y otras empresas danesas) https://x.com/uv_shares/status/1805231574960464258 https://x.com/uv_shares/status/1788857126422544389 https://x.com/InvestInJapan/status/1746239764682903790 https://x.com/Invesquotes/status/1790407105742041592 Denmark investor trip what we learned In late May a dozen Undervalued Shares readers visited Copenhagen. An intense two days of nonstop fact-finding How did it all go What were our key learnings and which of the companies we visited did we like most https://t.co/PMDJ1bgVYV https://x.com/uv_shares/status/1805231574960464258"  
[X Link](https://x.com/PatagoniaValor/status/1805610300151848962)  2024-06-25T14:33Z [----] followers, [---] engagements


"@ReturnsJourney"  
[X Link](https://x.com/PatagoniaValor/status/2008622517775462890)  2026-01-06T19:31Z [----] followers, [----] engagements


"Algunas empresas pequeas con ventajas competitivas fuertes y de muy larga duracin: Remy Cointreau $RCO.PA BIC $BB.PA La Doria $LD.MI Fope $FPE.MI Ratti $RAT.MI Edding FRA:EDD3 Burberry $BRBY Strix $KETL WD-40 $WDFC Jungfraubahn $JFN"  
[X Link](https://x.com/PatagoniaValor/status/1383748466690592776)  2021-04-18T11:45Z [----] followers, [--] engagements


"23 📈 🔝 Swedish Match $SWMA.ST Una tabacalera growth @sinstockpapi https://sinstockpapi.substack.com/p/swma https://sinstockpapi.substack.com/p/swma"  
[X Link](https://x.com/PatagoniaValor/status/1421115091114659850)  2021-07-30T14:26Z [----] followers, [--] engagements


"💼3T23 - YTD 181% [--]. Burford $BUR 131% [--]. Canada Goose $GOOS 90% [--]. Eurofins $ERF.PA 75% [--]. Volex $VLX.L 73% [--]. Exor $EXO.MI 73% [--]. Markel $MKL 69% [--]. Copart $CPRT 63% [--]. Novartis $NVS 62% [--]. Bollore $BOL.PA 61% [--]. Inditex $ITX.MC 57%"  
[X Link](https://x.com/PatagoniaValor/status/1707878232802963812)  2023-09-29T22:01Z [----] followers, [----] engagements


"💼YTD 15% ☹ 2Q: ➕ $RCO.PA ➕ $ERF.PA Thanks Muddy Waters (again) 😘 ➖ $CPRT 💼2023 256% CAGR 5y 140% https://t.co/MpCBxNQNwe 💼2023 256% CAGR 5y 140% https://t.co/MpCBxNQNwe"  
[X Link](https://x.com/PatagoniaValor/status/1807459299523739743)  2024-06-30T17:00Z [----] followers, [----] engagements


"💼2024 02% 💼2023 256% CAGR 5y 140% https://t.co/MpCBxNQNwe 💼2023 256% CAGR 5y 140% https://t.co/MpCBxNQNwe"  
[X Link](https://x.com/PatagoniaValor/status/1874538027101618478)  2025-01-01T19:27Z [----] followers, 10.9K engagements


"💼 2Q25 YTD 113% 💼2024 02% https://t.co/Vpf7WE654X 💼2024 02% https://t.co/Vpf7WE654X"  
[X Link](https://x.com/anyuser/status/1939994300865028123)  2025-07-01T10:27Z [----] followers, [----] engagements


"RT @Sempiterno_Inv: New post available you know where I talk this time about $ses.to 😉"  
[X Link](https://x.com/anyuser/status/1960336030260691431)  2025-08-26T13:38Z [----] followers, [--] engagements


"RT @SCapStrategist: Why are we so focused on a quiet compounder hiding in plain sight Our new deep-dive report on Kitwave Group (AIM:KITW)"  
[X Link](https://x.com/anyuser/status/1965050213690937402)  2025-09-08T13:50Z [----] followers, [--] engagements


"My watchlist"  
[X Link](https://x.com/PatagoniaValor/status/1965790152321794195)  2025-09-10T14:51Z [----] followers, [----] engagements


""Don't underestimate the value of doing nothing" Winnie the Pooh value investor"  
[X Link](https://x.com/PatagoniaValor/status/1971219100874785021)  2025-09-25T14:23Z [----] followers, [---] engagements


"Slida tesis sobre Goodwin PLC $GDWN Disc: Long (#1 en la cartera luego de las recientes subidas) I did a thorough Substack note on Goodwin yesterday. Its free https://t.co/4Z9zFHIIi4 Also the comments are interesting from other investors and prompted me to revisit the EASAT accounts. Sounds like that has a v interesting [--] months ahead with a 5m contract announced today I did a thorough Substack note on Goodwin yesterday. Its free https://t.co/4Z9zFHIIi4 Also the comments are interesting from other investors and prompted me to revisit the EASAT accounts. Sounds like that has a v interesting"  
[X Link](https://x.com/PatagoniaValor/status/1971264522494288024)  2025-09-25T17:24Z [----] followers, [---] engagements


"RT @Abilitato_de: Rational Aktie: Hidden Champion mit hervorragenden Wachstumsaussichten hoher Marge und top Bilanz Es gibt sie noch: Unt"  
[X Link](https://x.com/anyuser/status/1972344065414029404)  2025-09-28T16:54Z [----] followers, [--] engagements


"RT @GWInvestors: 1/ Divorce or furniture 🪑 IKEA isnt just a store its a case study in extremes: ruthless efficiency and playful desig"  
[X Link](https://x.com/anyuser/status/1972436852868284634)  2025-09-28T23:02Z [----] followers, [--] engagements


"RT @LT3000Lyall: I have just published a long blog article one of my better ones (I hope): "Private Equity/Credit: The Bubble and its Imp"  
[X Link](https://x.com/PatagoniaValor/status/1986804736331235470)  2025-11-07T14:35Z [----] followers, [--] engagements


"RT @VBATCAPITAL: $EXOR is trading below 74/sh at a significant discount to its net asset value. Over the past [--] years its NAV/sh has co"  
[X Link](https://x.com/PatagoniaValor/status/1987574051993162116)  2025-11-09T17:32Z [----] followers, [--] engagements


"RT @Arregius: Goodwin PLC #GDWN This thread analyzes $GDWN.L's strategic success and why the resulting explosion in capital efficiency (ROI"  
[X Link](https://x.com/anyuser/status/1988955706700202439)  2025-11-13T13:02Z [----] followers, [--] engagements


"RT @Arregius: #GDWN Goodwin PLC: A 140-year-old "generational investment" hitting a massive financial inflection point right now. Its rare"  
[X Link](https://x.com/PatagoniaValor/status/1996740887808712868)  2025-12-05T00:38Z [----] followers, [--] engagements


"RT @silbafounder: While low-altitude ski hills melt away @CieDesAlpes has quietly assembled a portfolio of high-mountain monopolies and a"  
[X Link](https://x.com/anyuser/status/2004478905516965905)  2025-12-26T09:06Z [----] followers, [--] engagements


"💼2025 172% [----] Top contributors: 🥇 $GDWN.L +11.1% 🥈 $ALSTI.PA +4.3% 🥉 $VLX.L +3.3% [----] Top detractors: 🍷Alcohol Stocks -4.1% $RCO.PA $TFF.PA $CORA.LI 🧑⚖$BUR -3.2% 💼2024 02% https://t.co/Vpf7WE654X 💼2024 02% https://t.co/Vpf7WE654X"  
[X Link](https://x.com/PatagoniaValor/status/2006680561075802326)  2026-01-01T10:55Z [----] followers, [---] engagements


"RT @CayucosCapital: My latest write up is on Femsa a Mexican consumer giant. Link in the below tweet. $FMX $FEMSAUBD"  
[X Link](https://x.com/PatagoniaValor/status/1965747132650135815)  2025-09-10T12:00Z [----] followers, [--] engagements


"RT @joincolossus: Thomas Peterffy is the 23rd richest person in the world a chief architect of modern finance and has one of the most rem"  
[X Link](https://x.com/PatagoniaValor/status/1971306294570328556)  2025-09-25T20:10Z [----] followers, [---] engagements


"RT @VikingVan100: My PDF/book on Fairfax has been updated (800 pages). New posts have been added. I've had lots of help from others like @"  
[X Link](https://x.com/PatagoniaValor/status/1980674022607061037)  2025-10-21T16:34Z [----] followers, [--] engagements

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