#  @ReneSellmann Rene Sellmann Rene Sellmann posts on X about stocks, business, if you, $nvo the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::872839233232408576/interactions)  - [--] Week [-------] +59% - [--] Month [---------] +35% - [--] Months [---------] +146% - [--] Year [---------] +36% ### Mentions: [--] [#](/creator/twitter::872839233232408576/posts_active)  - [--] Week [---] +8.30% - [--] Month [---] -15% - [--] Months [-----] +146% - [--] Year [-----] +79% ### Followers: [------] [#](/creator/twitter::872839233232408576/followers)  - [--] Week [------] +0.90% - [--] Month [------] +6.70% - [--] Months [------] +38% - [--] Year [------] +72% ### CreatorRank: [-------] [#](/creator/twitter::872839233232408576/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 37.97% [finance](/list/finance) 34.96% [technology brands](/list/technology-brands) 18.42% [cryptocurrencies](/list/cryptocurrencies) 9.77% [countries](/list/countries) 5.26% [automotive brands](/list/automotive-brands) 2.63% [social networks](/list/social-networks) 1.5% [currencies](/list/currencies) 1.5% [gaming](/list/gaming) 1.5% [fashion brands](/list/fashion-brands) 1.13% **Social topic influence** [stocks](/topic/stocks) #4592, [business](/topic/business) 9.02%, [if you](/topic/if-you) 5.64%, [$nvo](/topic/$nvo) #36, [novo](/topic/novo) #1555, [ai](/topic/ai) 5.26%, [wise](/topic/wise) #1103, [$wise](/topic/$wise) #2, [$csu](/topic/$csu) #39, [share](/topic/share) 4.14% **Top accounts mentioned or mentioned by** [@stonkmetal](/creator/undefined) [@porcross0](/creator/undefined) [@jakubhajost](/creator/undefined) [@dcurras1](/creator/undefined) [@igorzmitrovich](/creator/undefined) [@alluvialcapital](/creator/undefined) [@wmangan1190](/creator/undefined) [@wolfofharcourt](/creator/undefined) [@sequentanalyst](/creator/undefined) [@tihobrkan](/creator/undefined) [@jnewelldesign](/creator/undefined) [@william_r2rclub](/creator/undefined) [@mikefritzell](/creator/undefined) [@steadycompound](/creator/undefined) [@pythiar](/creator/undefined) [@pythiars](/creator/undefined) [@toddwenning](/creator/undefined) [@philipphaasir](/creator/undefined) [@gspier](/creator/undefined) [@gokulrs](/creator/undefined) **Top assets mentioned** [Novo-Nordisk (NVO)](/topic/$nvo) [Wise (WISE)](/topic/$wise) [Metadium (META)](/topic/$meta) [monday.com Ltd. (MNDY)](/topic/$mndy) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Eden (EDEN)](/topic/$eden) [WIX.com Ltd. (WIX)](/topic/$wix) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Evotec SE (EVO)](/topic/$evo) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/$tsla) [Duolingo, Inc. (DUOL)](/topic/$duol) [Paycom Software Inc (PAYC)](/topic/$payc) [Microsoft Corp. (MSFT)](/topic/$msft) [HUBSPOT, INC. (HUBS)](/topic/$hubs) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [Roblox Corp. (RBLX)](/topic/$rblx) [Unity Software Inc. (U)](/topic/$u) [Ferrari N.V. (RACE)](/topic/$race) [Reality Metaverse (RMV)](/topic/$rmv) ### Top Social Posts Top posts by engagements in the last [--] hours "Maybe. But go back 12-13 years and $MSFT traded at half its current multiple (1/2). I think the last time you were able to get $MSFT at a similar forward valuation to the market was a decade ago I think the last time you were able to get $MSFT at a similar forward valuation to the market was a decade ago" [X Link](https://x.com/ReneSellmann/status/2018457111475470363) 2026-02-02T22:50Z 12.4K followers, [----] engagements "Interestingly Universal Music Group's streaming revenue hasn't grown as a percentage of total revenue. I did not expect that. $UMG" [X Link](https://x.com/ReneSellmann/status/2021216132557046084) 2026-02-10T13:34Z 12.4K followers, [----] engagements "Despite being the leader in the global music industry Universal Music Group is currently trading below its [----] IPO opening price potentially offering a rare investment opportunity in a stable asset-light IP-based compounder. $UMG From its unmatched music catalog to innovations in AI-driven remixes discover why UMG's potential remains stronger than ever 👇🏻 (link below) https://twitter.com/i/web/status/2021945202592673889 https://twitter.com/i/web/status/2021945202592673889" [X Link](https://x.com/ReneSellmann/status/2021945202592673889) 2026-02-12T13:51Z 12.4K followers, [----] engagements "I bet white collar workers will still use Excel in [--] months. Are you sposed to clap for this https://t.co/h6SPD6KWsI Are you sposed to clap for this https://t.co/h6SPD6KWsI" [X Link](https://x.com/ReneSellmann/status/2022649154611097868) 2026-02-14T12:28Z 12.4K followers, 156.2K engagements "Seems like someone took care of it. Which stock chart does this remind you of My follower count on the blogging platform got cut in half overnight and its impossible to get in touch with an actual human being working at Substack. What should I do Any tips @MikeFritzell will love to see this 😁 https://t.co/xVRNNNdAAe My follower count on the blogging platform got cut in half overnight and its impossible to get in touch with an actual human being working at Substack. What should I do Any tips @MikeFritzell will love to see this 😁 https://t.co/xVRNNNdAAe" [X Link](https://x.com/ReneSellmann/status/2022663773195243564) 2026-02-14T13:26Z 12.4K followers, [----] engagements "Why did Chris Mayer shut down his blog It will be missed" [X Link](https://x.com/ReneSellmann/status/2022217104905449634) 2026-02-13T07:51Z 12.4K followers, 10.1K engagements "The Wegovy Pill: A "Miracle" Peptide The centerpiece of this volume-driven strategy is the Wegovy pill. Doustdar dismisses the traditional trade-off between the convenience of a pill and the efficacy of an injection explaining the unique science behind the oral formulation. "Think about it: youre almost drinking the injection. And the gut stomach acids are not touching it. Thats very very unique from a science point of view. Because of that people actually get even more interested to come on board." The pill has already seen rapid adoption with [------] users within its first five weeks." [X Link](https://x.com/ReneSellmann/status/2022593266730827795) 2026-02-14T08:46Z 12.4K followers, [---] engagements "MONY Group's revenue compounded at a rate of 7% annually over more than [--] years $MONY Yet the stock delivered negative returns for shareholders. There's a lessons here " [X Link](https://x.com/ReneSellmann/status/2022699205538779140) 2026-02-14T15:47Z 12.4K followers, [----] engagements "Chuck Akre on why people keep interrupting the compounding process 👇" [X Link](https://x.com/ReneSellmann/status/1812885457975353475) 2024-07-15T16:22Z 12.4K followers, 115.7K engagements "An awesome "research toolkit" by @SteadyCompound" [X Link](https://x.com/anyuser/status/1838957618200494152) 2024-09-25T15:03Z 12.4K followers, 224.1K engagements "Luxury stocks on my watchlist all trading significantly below their 52-week high. $LVMH $RACE $TISG $KER Any stocks I need to add" [X Link](https://x.com/ReneSellmann/status/1856375521610797341) 2024-11-12T16:36Z 12.4K followers, [----] engagements "Four investor letters worth your time: 1) Dave Water's Q4 letter: https://x.com/evfcfaddict/status/1883137617795162483 Dave Waters @alluvialcapital Q4 letter is out: https://t.co/gvQRNrjIKX https://x.com/evfcfaddict/status/1883137617795162483 Dave Waters @alluvialcapital Q4 letter is out: https://t.co/gvQRNrjIKX" [X Link](https://x.com/anyuser/status/1884271620522660241) 2025-01-28T16:05Z 12.4K followers, 181.1K engagements "Here's my 90-second Edenred pitch why $EDEN.PA deserves your attention: The stock is already up 10% over just 2-3 days since I started a position (might've bottom-picked this one) and it's a 3.5% position now which I might increase. If this short excerpt piques your interest you can find the full write-up (21000 words) on my blog. $EDEN $PLX.PA Edenred: ❌ The Italian government is investigating Edenred for fraud. ❌ The Brazilian government wants to cut it out of meal vouchers. So why am I bullish Because the market priced in a meltdown (the stock trades at 9.3x FCF) - and missed the setup. ✅" [X Link](https://x.com/ReneSellmann/status/1939237466176733348) 2025-06-29T08:20Z 12.4K followers, [----] engagements "I was talking to @stonkmetal this morning about the opportunity in $CSU. What I find interesting about the current discussion around Constellation Software is how controversial the valuation debate has become. @PythiaR did an excellent job of cutting through some of the noise on Twitter (see quoted tweet below). His breakdown shows that CSU isnt trading anywhere near the 30x FCF headlines that have been making the rounds but closer to 2225x depending on how you adjust for TOI/LMN and what assumptions you use for fully burdened free cash flow. Hes also right to remind people that looking at" [X Link](https://x.com/anyuser/status/1971490872828059713) 2025-09-26T08:23Z 12.4K followers, 36.2K engagements "#16 - My takeaway from this Ashtead Technology insight $AT.L 1) Dont look for backlog or long-term contracts; instead track utilization rates pricing trends and geographic diversification. 2) Seasonal dips (especially Q1 and Q4) are normal. 3) The companys steady margins and strong cash conversion despite that volatility are precisely what make its execution model impressive. https://x.com/_inpractise/status/1975670997488431538 https://x.com/_inpractise/status/1975670997488431538" [X Link](https://x.com/ReneSellmann/status/1976662463228633338) 2025-10-10T14:53Z 12.4K followers, [---] engagements "Ashtead Technologys short position continues to increase. It used to be the most shorted stock on the AIM before the recent uplisting. $AT.L" [X Link](https://x.com/ReneSellmann/status/1979215546689241502) 2025-10-17T15:58Z 12.4K followers, [----] engagements "As Robert Vinall's Business Owner Fund moved to Axxion we get slightly more insights into his current holdings. Carvana makes up a fifth of the portfolio $CVNA $PRX essentially a bet on $TCEHY is at 15.5% $META comes in at a 13% weight $WIX is a 7.5% position. The Norwegian oil company represents roughly 6% EDIT: Just realized the Netherlands exposure is Prosus. https://twitter.com/i/web/status/1979835730189860932 https://twitter.com/i/web/status/1979835730189860932" [X Link](https://x.com/ReneSellmann/status/1979835730189860932) 2025-10-19T09:03Z 12.4K followers, [----] engagements "This is another company Ive never heard about: Royalty Pharma plc $RPRX" [X Link](https://x.com/ReneSellmann/status/1989837068118466880) 2025-11-15T23:25Z 12.3K followers, 10.5K engagements "Im sharing my entire portfolio today (from smallest to largest position). No fluff. No hand-waving. No narratives. Just: Why I own what I own. A concise thesis for every position 1) Timee $215A" [X Link](https://x.com/ReneSellmann/status/1993285738218373586) 2025-11-25T11:48Z 12.4K followers, 28K engagements ""Not All Reinvestment Is the Same: How Two Companies Reinvented Growth Strategies" https://www.compoundwithrene.com/p/not-all-reinvestment-is-the-same https://www.compoundwithrene.com/p/not-all-reinvestment-is-the-same" [X Link](https://x.com/ReneSellmann/status/1993285786658377980) 2025-11-25T11:48Z 12.4K followers, [----] engagements "8) Ashtead Technology - $AT.L" [X Link](https://x.com/ReneSellmann/status/1993285789925745006) 2025-11-25T11:49Z 12.4K followers, [----] engagements "I'm taking a look at HelloFresh SE right now and will put together a write-up on the blog. The stock is pretty damn cheap (or cheap-looking) at 0.15x sales but the million-dollar question is whether $HFG's business model is a viable one (if it is the upside is material) or whether it's worth zero. https://twitter.com/i/web/status/1994813645025689610 https://twitter.com/i/web/status/1994813645025689610" [X Link](https://x.com/ReneSellmann/status/1994813645025689610) 2025-11-29T17:00Z 12.3K followers, [----] engagements "In August $HFG's management added another [---] million to the buyback program. This represents roughly 11% of the current market cap" [X Link](https://x.com/ReneSellmann/status/1997712879773196401) 2025-12-07T17:00Z 12.3K followers, [----] engagements "Interestingly the stocks of $RMV and its peers $HEM $G24 $Z $REA seem to follow a similar trajectory ever since around August this year. Is this part of the "AI will eat the world; sell everything digital" trade Today I learned about Rightmove plc $RMV and immediately put it on my watchlist. @PhilippHaas_ir talked about it on his (German) YT channel. A company posting 50% net income margins down 30% over just 3-4 months (due to AI investments) now trading at a high-teens earnings https://t.co/xIgaxVFlAj Today I learned about Rightmove plc $RMV and immediately put it on my watchlist." [X Link](https://x.com/ReneSellmann/status/2005723300824244703) 2025-12-29T19:31Z 12.4K followers, [----] engagements "150 (maybe $175) for this Bullish or bearish for $BIRK" [X Link](https://x.com/ReneSellmann/status/2005954272127529379) 2025-12-30T10:49Z 12.4K followers, [----] engagements "Walmart started with [--] stores. T. Rowe Price sold it early. That one decision erased years of gains. Henry Ellenbogen learned this early and now builds entirely differently. A thread 🧵👇" [X Link](https://x.com/ReneSellmann/status/2005996813028114546) 2025-12-30T13:38Z 12.3K followers, [----] engagements "Major newsflow this morning at $INPST. Trying to figure out what this means how likely this is and/or how it'd work. Because InPost is a Luxembourg company listed on the Euronext Amsterdam it follows Luxembourg corporate law. And so for a deal like this to go through under Luxembourg law the "standard" majority depends on how the buyer chooses to acquire the company: Merger by Absorption: If the buyer wants to fully merge InPost into their own company (changing the corporate structure) they generally need a two-thirds (2/3) majority of the votes cast at a meeting where at least 50% of the" [X Link](https://x.com/ReneSellmann/status/2008448639639683232) 2026-01-06T08:00Z 12.3K followers, 18.2K engagements "#3 Edenred opportunity @Arkalos77 is the one to follow when it comes to $EDEN (@stonkmetal as well of course). Here's his thesis (discl. I'm long myself): https://x.com/Arkalos77/status/2006077265906655295 Have now doubled down on Edenred $eden.pa . A 8.5% position with the average cost basis down to EUR [-----]. Investment Thesis 👇 👉 Edenreds diversification into less-regulated "Beyond" offerings (40% of revenue) and sustained digital penetration will drive double digit https://t.co/KH0Apuemcq https://x.com/Arkalos77/status/2006077265906655295 Have now doubled down on Edenred $eden.pa . A" [X Link](https://x.com/ReneSellmann/status/2008545301297279095) 2026-01-06T14:24Z 12.4K followers, [----] engagements "Whats the highest quality business in Europe right now" [X Link](https://x.com/ReneSellmann/status/2009703033689780665) 2026-01-09T19:05Z 12.3K followers, 11.7K engagements "Curious what people on the ground in $TIGRs core markets are seeing. If you can share some anecdotal evidence about behavioral shifts among both young and old Id be very much interested. What are the core markets: "Haitong estimates the $TIGR client base is 50% Singaporean 12% US 6% HK followed by a significant chunk from AUS/NZ and the remaining being mainland Chinese. This is so bullish for $TIGR Part of the thesis is also the generational shift in the perception of savings and wealth that is occurring with new generations in Asia. More and more people are entering the markets and this is a" [X Link](https://x.com/ReneSellmann/status/2011118232313213300) 2026-01-13T16:48Z 12.4K followers, [----] engagements "Monday(.)com absolutely nosediving. $MNDY Now well below its IPO price of June [----] ($155). Revenue compounded at a rate of 35% over the last three years" [X Link](https://x.com/ReneSellmann/status/2011544943077335307) 2026-01-14T21:04Z 12.4K followers, [----] engagements "Constellation Software trading at a NTM earnings multiple last seen in [----] $CSU" [X Link](https://x.com/ReneSellmann/status/2011831810695811250) 2026-01-15T16:04Z 12.3K followers, 44.7K engagements "Whatever is happening here - likely closing the fund - I wish @GSpier only the best going forward. Hes been a great inspiration and Ive always been a big fan of all of his public appearances over the years. I hope he continues to be a strong voice in the value investing community. Whats your theory 👇🏻 https://t.co/yFMb0zmx5f Whats your theory 👇🏻 https://t.co/yFMb0zmx5f" [X Link](https://x.com/ReneSellmann/status/2012234861554090014) 2026-01-16T18:45Z 12.4K followers, 28.3K engagements "It's Sunday. Here are the [--] most interesting insightful and thought-provoking investing-related tweets I bookmarked this week. 🧵👇🏻" [X Link](https://x.com/ReneSellmann/status/2012987621857784142) 2026-01-18T20:37Z 12.4K followers, 10K engagements "#1 - Inventories at the five major publicly listed spirits producers are trending in only one direction. $BFB $RI $DEO https://x.com/CWRoehl/status/2012920844545130660s=20 Die [--] groen brsennotierten Schnapsbrenner sitzen mittlerweile auf Vorrten im (aktuellen) Wert von $22 Mrd. Dollar. Bei #Diageo stapeln sich 43% vom Jahresumsatz bei #PernodRicard ber 60% was immens Kapital bindet. Kritisch auch mit Blick auf die Verschuldung (3x EBITDA). https://t.co/w2MmXoWaSA https://x.com/CWRoehl/status/2012920844545130660s=20 Die [--] groen brsennotierten Schnapsbrenner sitzen mittlerweile auf Vorrten im" [X Link](https://x.com/ReneSellmann/status/2012987623619330456) 2026-01-18T20:37Z 12.4K followers, [----] engagements "Ashtead Tech. up 9% on strong trading update. $AT.L "Strong cash conversion resulted in Group leverage reducing to under 1.4x at the year-end. Net debt is expected to improve further to below 1.0x by the end of 2026." Are short sellers going to get nervous now Discl.: I'm long https://twitter.com/i/web/status/2013160965370528225 https://twitter.com/i/web/status/2013160965370528225" [X Link](https://x.com/ReneSellmann/status/2013160965370528225) 2026-01-19T08:05Z 12.4K followers, [----] engagements "$IBKR investors can go back to hibernation for another three months" [X Link](https://x.com/ReneSellmann/status/2013725506760302801) 2026-01-20T21:29Z 12.4K followers, 38.8K engagements "Revolut x $Wise partnership announcement when Give me your best guess (which year)" [X Link](https://x.com/ReneSellmann/status/2014721672624906547) 2026-01-23T15:27Z 12.4K followers, [----] engagements "Does anyone among my followers know someone who works (or has worked) for UP Fintech $TIGR and can connect me" [X Link](https://x.com/ReneSellmann/status/2015049304138801214) 2026-01-24T13:09Z 12.4K followers, [----] engagements "Another small incremental improvement by $WISE that you may have missed. Going exactly as expected for $WISE. Direct connection probably coming later this year assuming Canada doesnt push back the RTR launch. https://t.co/0lKr2uhjXO Going exactly as expected for $WISE. Direct connection probably coming later this year assuming Canada doesnt push back the RTR launch. https://t.co/0lKr2uhjXO" [X Link](https://x.com/ReneSellmann/status/2017126663880835429) 2026-01-30T06:44Z 12.4K followers, [----] engagements "Edenred is down 70% from its peak. No one wants to touch the stock right now. Sentiment is awful. Analysts are downgrading. Regulatory risk in Brazil is real. So is the derating. I analyzed the stock through [--] valuation lenses. The result may surprise you 👇🏻 https://www.compoundwithrene.com/p/deep-dive-revisiting-edenred-eden https://www.compoundwithrene.com/p/deep-dive-revisiting-edenred-eden" [X Link](https://x.com/ReneSellmann/status/2017257329201496173) 2026-01-30T15:23Z 12.4K followers, [----] engagements "$EDEN Edenred is down 70% from its peak. No one wants to touch the stock right now. Sentiment is awful. Analysts are downgrading. Regulatory risk in Brazil is real. So is the derating. I analyzed the stock through [--] valuation lenses. The result may surprise you 👇🏻 Edenred is down 70% from its peak. No one wants to touch the stock right now. Sentiment is awful. Analysts are downgrading. Regulatory risk in Brazil is real. So is the derating. I analyzed the stock through [--] valuation lenses. The result may surprise you 👇🏻" [X Link](https://x.com/ReneSellmann/status/2017279257718710718) 2026-01-30T16:50Z 12.4K followers, [----] engagements "Software stocks are getting hammered. But its not all doom and gloom. Theres a crucial distinction between companies that will thrive and those that will be eaten alive by AI. Heres a new framework to understand where software companies are vulnerable based on @gokulr's @InvestLikeBest appearance (link below). $FIG $WIX $MNDY $DOCU $HUBS $ADBE $SAP $ADSK $ZM" [X Link](https://x.com/ReneSellmann/status/2017605223989067983) 2026-01-31T14:25Z 12.4K followers, [----] engagements "GoDaddy $GDDY trading at just 0.6x PEG. What's crazy is that $GDDY even traded at 0.4x PEG back in February [----]. NI margin seems to be suppressed right now too. Your thoughts on the idea Weekly portfolio update of my wikifolio (January [--] 2026) Over the past trading week the wikifolio (+0.7%) rose slightly while the MSCI World (-2.1%) saw a decline. Since the start of the year the wiki (+2.4%) performed better than the MSCI World (+0.4%) after fees. This https://t.co/aa4iLeXofp Weekly portfolio update of my wikifolio (January [--] 2026) Over the past trading week the wikifolio (+0.7%) rose" [X Link](https://x.com/ReneSellmann/status/2017645400883151279) 2026-01-31T17:05Z 12.4K followers, [----] engagements "#2 - On the very same topic I'll point you to this freely available framework to assess the disruption risk of software names: https://x.com/ReneSellmann/status/2017605223989067983s=20 Software stocks are getting hammered. But its not all doom and gloom. Theres a crucial distinction between companies that will thrive and those that will be eaten alive by AI. Heres a new framework to understand where software companies are vulnerable based on @gokulr's https://t.co/uBmxLLLNGt https://x.com/ReneSellmann/status/2017605223989067983s=20 Software stocks are getting hammered. But its not all doom" [X Link](https://x.com/ReneSellmann/status/2018014769198850485) 2026-02-01T17:33Z 12.4K followers, [----] engagements "#3 Video game stocks are software stocks too and they crashed badly on Friday $TTWO $NTDOY $RBLX $U https://x.com/verge/status/2017369814629753004s=20 Video game company stock prices dip after Google introduces an AI world-generation tool https://t.co/BJmWOek9QR https://x.com/verge/status/2017369814629753004s=20 Video game company stock prices dip after Google introduces an AI world-generation tool https://t.co/BJmWOek9QR" [X Link](https://x.com/ReneSellmann/status/2018014771321180650) 2026-02-01T17:33Z 12.4K followers, [----] engagements "#11 - $SAP dropped badly after the quarterly results this week https://x.com/stwboerse/status/2016832285325062579s=20 Auch die $SAP Aktie wird heute geerdet. Das passiert wenn eine zu hohe Bewertung (KGV ber 30) auf einen passablen aber nicht berragenden Ausblick auf [----] trifft. Ein mit ca. 10% wachsendes Unternehmen ist einfach nicht den 30-fachen Profit/Cashfow wert. VALUATION MATTERS. https://t.co/dnNzcxdXJn https://x.com/stwboerse/status/2016832285325062579s=20 Auch die $SAP Aktie wird heute geerdet. Das passiert wenn eine zu hohe Bewertung (KGV ber 30) auf einen passablen aber nicht" [X Link](https://x.com/ReneSellmann/status/2018014787687288904) 2026-02-01T17:33Z 12.3K followers, [---] engagements "#12 - Fun fact $UMG $SPOT - yes I'm currently working on a $UMG write-up . https://x.com/SleepwellCap/status/1788212170620125525s=20 $UMG's investment in $SPOT so far is a cool 46-bagger https://t.co/DY8uhCAsyT https://x.com/SleepwellCap/status/1788212170620125525s=20 $UMG's investment in $SPOT so far is a cool 46-bagger https://t.co/DY8uhCAsyT" [X Link](https://x.com/ReneSellmann/status/2018014789767717083) 2026-02-01T17:33Z 12.3K followers, [---] engagements "#15 - Slow and steady progress by $WISE . I cannot wait for the US listing https://x.com/moneyflowinvest/status/2016274355425030237s=20 Going exactly as expected for $WISE. Direct connection probably coming later this year assuming Canada doesnt push back the RTR launch. https://t.co/0lKr2uhjXO https://x.com/moneyflowinvest/status/2016274355425030237s=20 Going exactly as expected for $WISE. Direct connection probably coming later this year assuming Canada doesnt push back the RTR launch. https://t.co/0lKr2uhjXO" [X Link](https://x.com/ReneSellmann/status/2018014795996283362) 2026-02-01T17:33Z 12.4K followers, [---] engagements "Wouldn't it be ironic if these historic drawdowns of serial acquirers (in case of $CSU the largest in its public history) are ultra bullish for these businesses long term creating a much more target-rich environment for acquisitions $TOI.V $CSU.TO $CSU $LMN.V $ROP The end of SaaS thanks to AI is real via Bloomberg The AI boom is sparking a selloff in software-company loans with prices plunging as investors fear tools like advanced AI coding agents could make parts of the sector obsolete. https://t.co/UvS65JO2ni The end of SaaS thanks to AI is real via Bloomberg The AI boom is sparking a" [X Link](https://x.com/ReneSellmann/status/2018401849582264683) 2026-02-02T19:11Z 12.3K followers, 11.7K engagements "Thoughts on going for an ex-HP CEO $PYPL Strikes me as odd. They need a "visionary" CEO Not an optimizer. Just my [--] cents" [X Link](https://x.com/ReneSellmann/status/2018696174757183702) 2026-02-03T14:40Z 12.3K followers, 10.2K engagements "$CDR $U $NTDOY $TTWO $7974 $9766 $EA $SONY $RBLX Video game stocks CRASHED last Friday Everything in the world of gaming and entertainment will change." - a16z But is AI a threat or an opportunity The answer is "it depends." From Take-Two Interactive to Unity to Nintendo the future of gaming is in flux. Dive deep into https://t.co/AdMWrZ3jCq Video game stocks CRASHED last Friday Everything in the world of gaming and entertainment will change." - a16z But is AI a threat or an opportunity The answer is "it depends." From Take-Two Interactive to Unity to Nintendo the future of gaming is in flux." [X Link](https://x.com/ReneSellmann/status/2018711224947540250) 2026-02-03T15:40Z 12.4K followers, [----] engagements "This looks like textbook forced selling with no end in sight $CSU Like opening down 7.5% on no news . wow. X is a bad sentiment indicator but my echo chamber still strikes me as way too bullish for this to be the bottom I'm definitely going to actively look for those who time their $CSU entries almost perfectly and try to learn from them. My gut also tells me that we could see prices some people still view as unimaginable just like C$2300 was unimaginable just half a year ago. https://t.co/ELdMf83ZSG I'm definitely going to actively look for those who time their $CSU entries almost perfectly" [X Link](https://x.com/ReneSellmann/status/2018712706715394460) 2026-02-03T15:46Z 12.4K followers, 11.3K engagements "Video game stocks continue to sell off $ntdoy $u $rblx $ttwo 👇🏻 Video game stocks CRASHED last Friday Everything in the world of gaming and entertainment will change." - a16z But is AI a threat or an opportunity The answer is "it depends." From Take-Two Interactive to Unity to Nintendo the future of gaming is in flux. Dive deep into https://t.co/AdMWrZ3jCq Video game stocks CRASHED last Friday Everything in the world of gaming and entertainment will change." - a16z But is AI a threat or an opportunity The answer is "it depends." From Take-Two Interactive to Unity to Nintendo the future of" [X Link](https://x.com/ReneSellmann/status/2018783474417836228) 2026-02-03T20:27Z 12.4K followers, [----] engagements "Lesson #3: Expect Drawdowns Even in Success Bessembinders research reveals that even top-performing companies experience massive drawdowns. Apple faced 74% 80% and 79% declines over [--] decades showing the importance of long-term patience in investing" [X Link](https://x.com/ReneSellmann/status/2019011841800982882) 2026-02-04T11:35Z 12.4K followers, [--] engagements "Lesson #4: Sector Over-representation in Wealth Creation Some sectors like Energy and Utilities are over-represented in the top wealth creators while Technology is under-represented. This shows that while tech is dominant now other sectors have been key players in creating wealth. https://twitter.com/i/web/status/2019011856741118274 https://twitter.com/i/web/status/2019011856741118274" [X Link](https://x.com/ReneSellmann/status/2019011856741118274) 2026-02-04T11:35Z 12.4K followers, [---] engagements "Some of my [----] stock sales no longer look like I completely lost my mind back when I sold $NTDOY $WIX $AMZN $META. Let's just not talk about selling $GOOG of course 😉" [X Link](https://x.com/ReneSellmann/status/2019013593493057964) 2026-02-04T11:42Z 12.4K followers, [----] engagements "Why does $TIGR not work out from here Discl.: I'm long" [X Link](https://x.com/ReneSellmann/status/2019066832229970356) 2026-02-04T15:13Z 12.4K followers, [----] engagements "Software carnage this equal-weight basket underperformed by 45% over the LTM. $BRZ down 46% just YTD $GIG -43% YTD $HUBS -39% $KVYO -38% $TEAM - 37%" [X Link](https://x.com/ReneSellmann/status/2019073025837260870) 2026-02-04T15:38Z 12.4K followers, [----] engagements "Performance of an equal-weight (VMS) serial acquirer portfolio of $CSU $TOI.V $LME $VIT.B $ROP and $CHG over the last year 👇🏻 Ouch " [X Link](https://x.com/ReneSellmann/status/2019095991849480392) 2026-02-04T17:09Z 12.3K followers, [----] engagements "Take a look at the evolution of the top [--] market cap companies over the past [--] years. From traditional industrial giants like GE and Exxon to tech titans like Apple Google and Amazon the shift is striking. How do you think the next [--] years will unfold" [X Link](https://x.com/ReneSellmann/status/2019440954399506889) 2026-02-05T16:00Z 12.3K followers, [----] engagements "@Sempiterno_Inv How confident are you they see 20%+ ROIICs on $500 BILLION in capex" [X Link](https://x.com/ReneSellmann/status/2019531722485035361) 2026-02-05T22:00Z 12.3K followers, [---] engagements "I considered $STLA at twice the price for a brief moment when it was trading at 5x earnings (possibly even cheaper I cannot remember) if I recall correctly. Glad I sidestepped this one. Stellantis $STLA said it will take about 22B in charges as it resets its strategy after overestimating EV demand. The company expects a 2H25 net loss of up to 21B and a low single-digit operating margin including 1.6B in tariff costs. Most charges tie to scrapping or https://t.co/Lm2QLc1uGQ Stellantis $STLA said it will take about 22B in charges as it resets its strategy after overestimating EV demand. The" [X Link](https://x.com/ReneSellmann/status/2019726843352699192) 2026-02-06T10:56Z 12.4K followers, [----] engagements "Ashtead Technologys short interest got cut in half. Was to be expected in my view. $at.l" [X Link](https://x.com/ReneSellmann/status/2019730951992160394) 2026-02-06T11:12Z 12.4K followers, [----] engagements "Am I reading these figures right $UMG's CEO received many tens of millions in compensation multiple years in a row" [X Link](https://x.com/ReneSellmann/status/2019750914739896606) 2026-02-06T12:31Z 12.3K followers, [----] engagements "@WMangan1190 @BillAckman I was thinking UMG definitely needs to get the US listing done. Such an egregious compensation package certainly stands out among European peers - not so much in the US I guess 😉" [X Link](https://x.com/ReneSellmann/status/2019762701430370615) 2026-02-06T13:18Z 12.3K followers, [---] engagements "Universal Music trading below 20/share has caught my attention $UMG I've started working on a very thorough deep dive last week already. Let's see if I can get it finished and released next week. As always you can expect to receive one of the most thorough analyses you'll be able to get your hands on. https://twitter.com/i/web/status/2019801347898630410 https://twitter.com/i/web/status/2019801347898630410" [X Link](https://x.com/ReneSellmann/status/2019801347898630410) 2026-02-06T15:52Z 12.4K followers, [----] engagements "Big Tech is betting $5 trillion on the future of AI. Can $AMZN $GOOD $META and $MSFT deliver the returns theyre promising 🤔 This morning I dug into the numbers and asked myself: What kind of incremental profit growth is required for the math to make sense Dive into the full analysis 👇🏻 (link below) https://twitter.com/i/web/status/2020097220318503348 https://twitter.com/i/web/status/2020097220318503348" [X Link](https://x.com/ReneSellmann/status/2020097220318503348) 2026-02-07T11:28Z 12.3K followers, [----] engagements "Read it here: https://www.compoundwithrene.com/p/big-techs-5-trillion-ai-sinkhole https://www.compoundwithrene.com/p/big-techs-5-trillion-ai-sinkhole" [X Link](https://x.com/ReneSellmann/status/2020097223065792921) 2026-02-07T11:28Z 12.3K followers, [---] engagements "Amazon's stock CAGR'd at 5% over the last five years 👇🏻" [X Link](https://x.com/ReneSellmann/status/2020148047385337982) 2026-02-07T14:50Z 12.4K followers, [----] engagements "Daniel Loeb who's managing BILLIONS is asking a chatbot the question below and you anticipate the perception of software stocks to turn anytime this year Not a bet I'd want to take even though the actual disruption risk assessment requires a lot of nuance on a company-by-company basis. "Which companies is Anthropic capable of dislocating or disrupting" Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past week https://t.co/H3zEHmB9CE Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past" [X Link](https://x.com/ReneSellmann/status/2020538468854599718) 2026-02-08T16:41Z 12.3K followers, [----] engagements ""Most investors want the gains but not the discomfort that makes them possible. So they own a little bit of a lot of things and trade in and out too often. This feels rational because they are doing something" Not one in a thousand seriously plans and acts as one must to make a fortune. Thomas Phelps Investors dream of getting rich. They say the right things about being selective disciplined and having patience. But their portfolios and more importantly their behavior tell a Not one in a thousand seriously plans and acts as one must to make a fortune. Thomas Phelps Investors dream of getting" [X Link](https://x.com/ReneSellmann/status/2020551233216434588) 2026-02-08T17:32Z 12.3K followers, [----] engagements "Going through the hundreds of investing and business tweets I bookmarked this week 🔍. Im sharing the most insightful thought-provoking takes with you don't miss these A thread 🧵👇🏻" [X Link](https://x.com/ReneSellmann/status/2020567955189170560) 2026-02-08T18:38Z 12.3K followers, [----] engagements "#4 - Plugging in one of my own articles: https://x.com/ReneSellmann/status/2020455588291817979s=20 https://t.co/sN1sBpqbfJ https://x.com/ReneSellmann/status/2020455588291817979s=20 https://t.co/sN1sBpqbfJ" [X Link](https://x.com/ReneSellmann/status/2020567968111853589) 2026-02-08T18:38Z 12.3K followers, [---] engagements "#5 - Apparently only 2% of the MSCI ACWI ETF are categorized as software stocks (vs. semis representing 17%) https://x.com/CWRoehl/status/2020539570601754944s=20 Wie Software durch KI obsolet wird ist eine spannende Frage die fr den MSCI ACWI #ETF indes nur bedingt relevant ist: Nimmt man die Hyperscaler Microsoft und Oracle raus haben #Software-Aktien im Welt-Index nur noch 2% Anteil. Halbleiter und Hardware/Storage dagegen 17% https://t.co/pFgSONb2Ph https://x.com/CWRoehl/status/2020539570601754944s=20 Wie Software durch KI obsolet wird ist eine spannende Frage die fr den MSCI ACWI #ETF" [X Link](https://x.com/ReneSellmann/status/2020567971022692363) 2026-02-08T18:38Z 12.3K followers, [---] engagements "#11 - Do you remember this quote "But things are changing so fast that these assumptions will age terribly over a 12-18 month horizon even sooner." Here's a fitting chart: https://x.com/DutchInvestors/status/2019728044785561778s=20 To every investor that blindly jumps into $CSU $TOI and $CHG right now: How much do you really know about Artificial Intelligence (future) capabilities to disrupt Vertical Market Software businesses Asking yourself that question is utterly important. AI has resulted in https://t.co/oSeJnff4tR https://x.com/DutchInvestors/status/2019728044785561778s=20 To every" [X Link](https://x.com/ReneSellmann/status/2020567985266602006) 2026-02-08T18:38Z 12.4K followers, [---] engagements "#12 - If you've never heard of $WISE listen to this show (nothing new in it though): https://x.com/moneyflowinvest/status/2019190642883326101s=20 Hot off the press $WISE $WISE.l https://t.co/vdNYTC3srA https://x.com/moneyflowinvest/status/2019190642883326101s=20 Hot off the press $WISE $WISE.l https://t.co/vdNYTC3srA" [X Link](https://x.com/ReneSellmann/status/2020567987380433127) 2026-02-08T18:38Z 12.4K followers, [---] engagements "Definitely something to think about if youre considering investing in global consumer-facing American brands. "In surveys across Canada France Germany and Australia 30-50% of consumers now say they are actively less willing to purchase a product simply because it is American. Think about that. Being Americanonce the ultimate selling pointis now a liability." $AAPL $TSLA $SBUX https://t.co/rBEmrDUvLi https://t.co/rBEmrDUvLi" [X Link](https://x.com/ReneSellmann/status/2020940488505799089) 2026-02-09T19:18Z 12.4K followers, [----] engagements "Some thoughts on $INPST and what I'll do next. I'm still in the process of making up my mind regarding my InPost shares. For now I think I'll continue to hold my shares and here's why (I could change my mind on this any time): @jakubhajost made an interesting point in a private exchange. The gap to the [----] bid is "only" around 3%. So at first I was thinking that I should simply sell as I expect the deal to go through (not a high-conviction assumption though). But then again if the deal goes through early in H2 you're effectively guaranteed an annualized return of 7% - that's not too bad" [X Link](https://x.com/ReneSellmann/status/2021146171725545901) 2026-02-10T08:56Z 12.4K followers, [----] engagements "This is an interesting detail from the call on $INPST's take-private offer. InPost's CEO is effectively increasing his stake without any cash injection from his side it seems. I think I've been in the top 5% of my age cohort all my life in understanding the power of incentives and all my life I've underestimated it. - Munger I'm not sure I fully understand the "mathematical translation" - what exactly justifies the increase in his stake Is it that he supports the deal https://twitter.com/i/web/status/2021163286461403208 https://twitter.com/i/web/status/2021163286461403208" [X Link](https://x.com/ReneSellmann/status/2021163286461403208) 2026-02-10T10:04Z 12.4K followers, [----] engagements "I'll be fully honest. I did a deep dive and multiple follow-ups on Monday $MNDY and the stock seems incredibly cheap at 1.6x fwd sales & sub 1x PEG. BUT I have no confidence in correctly assessing the AI disruption risk for this business specifically" [X Link](https://x.com/ReneSellmann/status/2021234048354615361) 2026-02-10T14:45Z 12.4K followers, [----] engagements "8/BONUS: Shopify Inc. $SHOP 📈 Drawdown from peak: -30.38% 📈 Total return (10Y): 829.84% 📈 EV/S (LTM): 14.6x" [X Link](https://x.com/ReneSellmann/status/2021239268556079286) 2026-02-10T15:06Z 12.4K followers, [----] engagements "Lazy or ignorant. Most likely just clueless and overconfident You chose. Yellowbrick is spot on. The old-school value bros believe the market will eventually reward them but there is some amount of laziness/arrogance in believing that you can own [--] of the most well-known companies in the world and expect to outperform just because they trade at below market multiples. The old-school value bros believe the market will eventually reward them but there is some amount of laziness/arrogance in believing that you can own [--] of the most well-known companies in the world and expect to outperform" [X Link](https://x.com/ReneSellmann/status/2021240559797407937) 2026-02-10T15:11Z 12.4K followers, [----] engagements "If you had told me a year ago that in early [----] a small oil & gas / subsea equipment rental business and a Polish logistics company would be my two largest positions I might not have believed you" [X Link](https://x.com/ReneSellmann/status/2021241828318773560) 2026-02-10T15:16Z 12.4K followers, [----] engagements "@invest091 Let me rephrase: A long-term compounder business reached price levels that were unsustainable leading to a 5-year flat-return period. 15x sales and 40x earnings was simply too much for a 10% revenue per share CAGR in the subsequent years" [X Link](https://x.com/ReneSellmann/status/2021255081455137146) 2026-02-10T16:08Z 12.4K followers, [----] engagements "@wolfofharcourt @stonkmetal It will almost definitely go through I believe. So [---] is the floor. But given the timeline (no merger arbitrage expert here but a 2% gap seems very narrow given that you have to wait half a year) Id think the market may anticipate a counter offer" [X Link](https://x.com/ReneSellmann/status/2021286758407708890) 2026-02-10T18:14Z 12.4K followers, [---] engagements "@InbornTemper @wolfofharcourt @stonkmetal I shouldve been more clear: I was thinking of regulators approving the deal. In terms of reaching the 80% yes not so sure about that. really dont know" [X Link](https://x.com/ReneSellmann/status/2021300967589937618) 2026-02-10T19:11Z 12.4K followers, [---] engagements "You should read this. In terms of investing and Im not trying to be another permabear Ill reiterate that I see a scenario in which this could trigger a major selloff. If you believe only half of what Matt describes were about to enter a period of disruption never seen before. Maybe its best to go full passive I imagine well see some mind-blowing winners too. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg" [X Link](https://x.com/ReneSellmann/status/2021342756900085934) 2026-02-10T21:57Z 12.4K followers, [----] engagements "So which signal do you place more emphasis on Accounting firms flagging financial engineering at $Meta Ackman buying $Meta cool so now $META is enron https://t.co/v30cIqdlMe cool so now $META is enron https://t.co/v30cIqdlMe" [X Link](https://x.com/ReneSellmann/status/2021674124729520567) 2026-02-11T19:54Z 12.4K followers, [----] engagements "After reading the viral piece on AI that most of you have probably read I paid close attention to how AI performed in my daily activities today. The takeaways: 1) I tried building an app with OpenAI's Codex for the first time. I only spent [--] minutes on it because I was short on time but I'll give it another shot on Monday. I was unsuccessful. 2) Today was one of those days where ChatGPT was clearly trying to drive me mad. And I mean MAAAD The response quality was sometimes outright terrible certainly worse than previous responses I received using the same model. It also referenced past chats" [X Link](https://x.com/ReneSellmann/status/2021678763688571264) 2026-02-11T20:12Z 12.4K followers, [----] engagements "Computer Modelling Group is down 17% today. It's also down significantly over the past twelve months. So of course any coverage on FinX & co. completely died. $CMG.TO So let me give you an update: The results were bad. REAL bad. And the stock is probably rightfully down despite already being A LOT. The screenshot below says it all. Of course there are attempts to explain them read the accompanying letter if you need some copium which to be fair straightforwardly acknowledges the lackluster results. But it still feels like management is sugarcoating things and the numbers are just not that" [X Link](https://x.com/ReneSellmann/status/2021680898677281082) 2026-02-11T20:21Z 12.4K followers, [----] engagements "@OverlookedAlpha Lost one major client in Q1 which obviously affects subsequent quarters. Acquisitions are fully showing in results (so no inorganic growth contribution anymore). Management cited industry sentiment. Probably also losing other business to competition too to some extent" [X Link](https://x.com/ReneSellmann/status/2021702457588379826) 2026-02-11T21:46Z 12.4K followers, [---] engagements "What do you call a stock thats down 90% A stock that was down 80% and then got cut in half. - David Einhorn $DUOL soon" [X Link](https://x.com/ReneSellmann/status/2021703350731903122) 2026-02-11T21:50Z 12.4K followers, [----] engagements "Where was Ackman when $Meta traded sub $200/share Bill Ackman just added Meta Platforms. Based on where he initiated the position he likely bought between 26x to 33x earnings. $META https://t.co/4zoFdaK9xc Bill Ackman just added Meta Platforms. Based on where he initiated the position he likely bought between 26x to 33x earnings. $META https://t.co/4zoFdaK9xc" [X Link](https://x.com/ReneSellmann/status/2021705348512383258) 2026-02-11T21:58Z 12.4K followers, [----] engagements "Adyen down -17.8% this morning after reporting earnings. Still 50% above the late-2023 bottom but might be worth taking a closer look soon. $ADYEN" [X Link](https://x.com/ReneSellmann/status/2021872117894328694) 2026-02-12T09:00Z 12.4K followers, [----] engagements "If you're looking at Ackman's portfolio to find investing ideas you're doing it wrong btw. $META $AMZN I'm also attaching a comment I made in the intro to my [--] ideas for [----] post which goes in a similar direction: I wrote a long piece on intelligent cloning in [----] a few weeks ago: https://t.co/HCOueP0nId I wrote a long piece on intelligent cloning in [----] a few weeks ago: https://t.co/HCOueP0nId" [X Link](https://x.com/ReneSellmann/status/2021893861954502704) 2026-02-12T10:27Z 12.4K followers, [----] engagements "PayPal down to 7.4x NTM earnings. Be humble or be humbled. I'm sure it's incredibly tempting for many investors. I don't even know at what price I'd force myself to take another hard look at $PYPL. Not touching this falling knife and business with an inferior value proposition for now. Could've gotten too cheap already though just not my cup of tea. https://twitter.com/i/web/status/2021960321553052157 https://twitter.com/i/web/status/2021960321553052157" [X Link](https://x.com/ReneSellmann/status/2021960321553052157) 2026-02-12T14:51Z 12.4K followers, [----] engagements "I just published a comprehensive portfolio update on the blog: ✅ Why I sold one stock despite a cheap valuation ✅ Detailed updates on Wise & InPost after their latest results ✅ What to make of Ashtead Technologys high short interest ✅ Three stocks I added to this week Read it here (link below): https://twitter.com/i/web/status/1987507781524414858 https://twitter.com/i/web/status/1987507781524414858" [X Link](https://x.com/ReneSellmann/status/1987507781524414858) 2025-11-09T13:09Z 12.4K followers, [----] engagements "At this point it feels like a ridiculous game of who can burn through the most cash. $Meta $GOOG and $AMZN are all in a race to outspend each other on capex. Meta started the capex race with a $115B$135B guide for [----] (above the estimate). Google followed with $175B$185B (well above $120B estimates). And now Amazon is aiming for $200B (vs. $146B estimate). Whats going on To put that in perspective thats more than the entire GDP of many fairly big countries. https://twitter.com/i/web/status/2019525962816258506 https://twitter.com/i/web/status/2019525962816258506" [X Link](https://x.com/ReneSellmann/status/2019525962816258506) 2026-02-05T21:38Z 12.4K followers, [----] engagements "You have to respect the honest acknowledgement of the threat. I saw a couple of quotes from CEOs from earnings calls on this platform these days and these comments were seen as evidence that the AI disruption risk is exaggerated. It probably is but I wouldn't base my judgment based on someone's opinion whose whole identity is built on being a software entrepreneur. I doubt his/her judgment isn't highly clouded. Never ask a barber if you need a haircut. This is the first major SaaS company to explicitly flag AI agents as a competitive threat on an earnings call. h/t @samantha_subin" [X Link](https://x.com/ReneSellmann/status/2021130853347176857) 2026-02-10T07:55Z 12.4K followers, [----] engagements "4/ Super Micro Computer Inc. (SMCI) Drawdown from peak: -71.78% Total return (10Y): 502.17% EV/S (LTM): 0.8x" [X Link](https://x.com/ReneSellmann/status/2021239206283247894) 2026-02-10T15:05Z 12.4K followers, [----] engagements "Thanks for sharing. I haven't studied $SPGI deeply so my comments should be taken with a grain of salt and are just my high-level perspective. That's the beauty of investing isn't it Something that might not immediately strike one as "attractively valued" could be deeply misvalued if you dig a little deeper and understand the nuances that may be required to properly value the business. https://twitter.com/i/web/status/2021266804463542479 https://twitter.com/i/web/status/2021266804463542479" [X Link](https://x.com/ReneSellmann/status/2021266804463542479) 2026-02-10T16:55Z 12.4K followers, [---] engagements "From a personal point of view the only positive here could be that other governments could learn from this and will not pass similarly short-sighted policies Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill" [X Link](https://x.com/ReneSellmann/status/2021960888291307751) 2026-02-12T14:53Z 12.4K followers, [----] engagements "A key takeaway from a UBS research piece: buy-and-hold beats trying to time the market every time. In [----] an investor who put $100 in the S&P [---] and held onto it without trying to time corrections would had $43132 [--] years later. On the other hand an investor who waited for a 10% market correction before buying back after selling at all-time highs would only goten to $534. That's a significant difference around [--] times less wealth This highlights the challenge of trying to "buy the dip" while waiting for market corrections. The reality Most () investors are better off sticking to a" [X Link](https://x.com/ReneSellmann/status/2021966901354631245) 2026-02-12T15:17Z 12.4K followers, [----] engagements "Terrifying. NETHERLANDS HOUSE PASSES 36% TAX ON UNREALIZED GAINS As expected the Dutch House of Representatives has approved a 36% tax on unrealized capital gains with only forward loss offsets permitted. The proposal now moves to the Senate where parties that supported the bill also NETHERLANDS HOUSE PASSES 36% TAX ON UNREALIZED GAINS As expected the Dutch House of Representatives has approved a 36% tax on unrealized capital gains with only forward loss offsets permitted. The proposal now moves to the Senate where parties that supported the bill also" [X Link](https://x.com/ReneSellmann/status/2022053648298373290) 2026-02-12T21:02Z 12.4K followers, [----] engagements "#4 The Italian Sea Group 3.47% $TISG Luxury (yacht) play; iconic brands; founder-led; recession resistant; margin expansion; tailwinds due to the growth in the number of the high-net-worth individual; refit services business for its own and third-party boats; trading 10x EBIT" [X Link](https://x.com/ReneSellmann/status/1783809159554638004) 2024-04-26T10:43Z 12.4K followers, [----] engagements "If you haven't read my $TIGR deep dive or any of the other deep dives I shared this year for instance $NVO (free) $ZAL $MNDY (free) $CMG (free) $DOCN $AT $EDEN $NATH $BKHT $1INN + strategic stock commentary on stocks like $EVO $WIX $WISE $GOOG etc. make sure to check out my blog and the pricing discount available for [--] more days. Here's a very kind feedback I received today: https://twitter.com/i/web/status/1971923878302961830 https://twitter.com/i/web/status/1971923878302961830" [X Link](https://x.com/ReneSellmann/status/1971923878302961830) 2025-09-27T13:04Z 12.4K followers, [----] engagements "Portfolio composition as of today 👇🏻 $WISE $IBKR $AT.L $BKHT $ZAL $TIGR $CMG.TO $EVO $EDEN $215A You can find deep dives and/or strategic stock commentary on all of the names on my blog" [X Link](https://x.com/ReneSellmann/status/1976334305220833485) 2025-10-09T17:09Z 12.4K followers, [----] engagements "This [----] Nick Sleep Costco write-up is a masterclass in thinking like a business owner: Sacrifice margins. Earn trust. Let compounding do the rest. What company today feels like the $COST of the next decade" [X Link](https://x.com/ReneSellmann/status/2003099500647526461) 2025-12-22T13:45Z 12.4K followers, 51.5K engagements "Today I learned about Rightmove plc $RMV and immediately put it on my watchlist. @PhilippHaas_ir talked about it on his (German) YT channel. A company posting 50% net income margins down 30% over just 3-4 months (due to AI investments) now trading at a high-teens earnings multiple . yeah you have my interest You might've never heard of Rightmove but you are most certainly familiar with a local peers a local online real estate marketplace like ImmobilienScout24 in ; Zillow in the realestate(dot)com in . I love platform businesses due to their defensible and winner-takes-all/most nature." [X Link](https://x.com/ReneSellmann/status/2005721332646895925) 2025-12-29T19:23Z 12.4K followers, 14.4K engagements "$WISE is too cheap Change my mind" [X Link](https://x.com/ReneSellmann/status/2008214343985623445) 2026-01-05T16:29Z 12.4K followers, 11.1K engagements "While Monday(.)com's revenue is up 7.5x over the last [----] years revenue per share "only" compounded at a rate of roughly 11.9% - $MNDY" [X Link](https://x.com/ReneSellmann/status/2012573000802152920) 2026-01-17T17:09Z 12.4K followers, 17.1K engagements "Wise executing slow and steady plot twist: its not that slow (stock up 10% this morning) $WISE 📈 11m active customers served this quarter Launched Wise Travel Card in India 75000+ on waitlist in one month First non-bank to launch Google Pay in the Philippines Conditional licence approval in South Africa Wises first in Africa Live integration with Japans Zengin system now [--] direct domestic integrations ⚡ 74% of payments now instant +9pp YoY; strong Q3 keeps Wise on track for H1 [----] US dual listing https://twitter.com/i/web/status/2013526136127438904" [X Link](https://x.com/ReneSellmann/status/2013526136127438904) 2026-01-20T08:16Z 12.4K followers, [----] engagements "We just wrapped up recording and it was a blast. Is there a better way to start your weekend than talking stocks for [--] hours with a fellow stock geek 😉 We covered $WISE $BKHT $CSU $BRK and many more stocks. I'll be sitting down with @abrowninvesting for a podcast episode this coming Saturday (roughly one year after his first appearance). If you want us to address specific topics or have questions let us know 👇🏻 I'll be sitting down with @abrowninvesting for a podcast episode this coming Saturday (roughly one year after his first appearance). If you want us to address specific topics or" [X Link](https://x.com/ReneSellmann/status/2015005116592456086) 2026-01-24T10:13Z 12.4K followers, [----] engagements "SaaSMageddon CSU almost buying Wise and a passion stock. I sat down with @abrowninvesting this morning and we recorded a podcast. Topics we covered 👇 Why he invested in $CSU after five years of waiting The psychology of almost buying $Wise How Andrew distinguishes good ideas from big bets His current passion stock Lessons from $BKHT . and more Link below. https://twitter.com/i/web/status/2015098136557928725 https://twitter.com/i/web/status/2015098136557928725" [X Link](https://x.com/ReneSellmann/status/2015098136557928725) 2026-01-24T16:23Z 12.4K followers, [----] engagements "I cleaned up my blog recently. I released over [--] deep dives already. Here's an overview of the most recent analyses I published since August: $NVO $CMG.TO $MNDY $WIX $TIGR $EDEN $NATH $DUOL $215A $INPST $WISE $FEVR $HFG $TRN $UBER" [X Link](https://x.com/ReneSellmann/status/2017626770028232857) 2026-01-31T15:51Z 12.4K followers, [----] engagements "You guys will hate me for saying this and its not a high confidence call and I have no skin in the game here but Topicus could totally go to C$60 $toi.v Its the perfect storm: ✅ SaaSmaggedon ✅ indiscriminate selling in software ✅ technically the chart looks broken already; outright collapse / puke; no major well-established support ✅ valuation doesnt look obviously stupid cheap yet (I know it may be but in such moments the market sometimes stops caring about sophisticated valuation models; 20% growth is treated as an uncertainty); why would it not go to 12x ✅ the market hates overly complex" [X Link](https://x.com/ReneSellmann/status/2018786641360322688) 2026-02-03T20:40Z 12.4K followers, 12.3K engagements "Retweeting the post below because Nick Sleep so perfectly describes what is happening at $INPST. Long-term investors should be very disappointed. From my perspective the board isn't doing its job here. I was wondering whether @RBrzoska is even increasing his stake fom 13% to 16% as part of this transaction Part of the appeal of betting on founder-led businesses is that they should in theory protect the interests of long-term investors. Maybe Amazon can be shareholders' savior and throw in a competing offer (will not happen .) These passages from one of Nick Sleeps letters have to make you" [X Link](https://x.com/ReneSellmann/status/2020829181928481180) 2026-02-09T11:56Z 12.4K followers, [----] engagements "2/ ServiceNow Inc. $NOW 📈 Drawdown from peak: -54.05% 📈 Total return (10Y): 977.87% 📈 EV/S (LTM): 7.9x" [X Link](https://x.com/ReneSellmann/status/2021239173689262555) 2026-02-10T15:05Z 12.4K followers, [----] engagements "3/ Axon Enterprise Inc. $AXON 📈 Drawdown from peak: -49.46% 📈 Total return (10Y): 2801.46% 📈 EV/S (LTM): 13.8x" [X Link](https://x.com/ReneSellmann/status/2021239190390972793) 2026-02-10T15:05Z 12.4K followers, [----] engagements "Some stocks are so obscure that they are completely unaffected by broader market trends. Software company Zalaris ($ZAL) is just shrugging off the software selloff" [X Link](https://x.com/ReneSellmann/status/2021707526387974646) 2026-02-11T22:06Z 12.4K followers, [---] engagements "We live in a meme world. An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn" [X Link](https://x.com/ReneSellmann/status/2022211291382006085) 2026-02-13T07:28Z 12.4K followers, [----] engagements "@11_alv That wasnt my point to be clear. Im not a believer in the concept of forever-holds as appealing as the idea is. Google is a good example here actually. Sentiment seems through the roof to me right now" [X Link](https://x.com/ReneSellmann/status/2022690437363044649) 2026-02-14T15:12Z 12.4K followers, [--] engagements "In a @CNBC interview Novo Nordisk CEO Mike Doustdar $NVO recently provided an in-depth look at the companys [----] strategy addressing the "unprecedented" pricing pressures and the aggressive rollout of the oral Wegovy pill. Despite a mixed outlook for investors the message from the top remains focused on volume growth and clinical differentiation. A quick thread 🧵👇🏻 https://twitter.com/i/web/status/2022593262217748760 https://twitter.com/i/web/status/2022593262217748760" [X Link](https://x.com/ReneSellmann/status/2022593262217748760) 2026-02-14T08:46Z 12.4K followers, [----] engagements "@fifteenCAGR And always verify track sentiment and then possibly decide to HODL" [X Link](https://x.com/ReneSellmann/status/2022700592854880353) 2026-02-14T15:52Z 12.4K followers, [--] engagements "@dcurras1 I truly dont understand why you would reconsider your NL-weightings based on the tax changes as a foreign investor. The tweet you referenced didnt make much sense to me. Mind enlightening me" [X Link](https://x.com/ReneSellmann/status/2022772679380549971) 2026-02-14T20:39Z 12.4K followers, [---] engagements "I just published my "26 Stock Ideas for 2026" report. Not another uninspired buy Amazon & Visa list. A global hunting ground of unloved misunderstood or ignored businesses where expectations are low and outcomes dont need to be perfect. [-----] words. One idea could transform the performance of your portfolio next year (link below 👇🏻)" [X Link](https://x.com/anyuser/status/2003122108524527668) 2025-12-22T15:15Z 12.4K followers, 25.2K engagements "If you want to dive into Novo Nordisk $NVO after the most recent sell-off (on top of the declines since 2024) I got your back. Four write-ups it total 👇🏻" [X Link](https://x.com/ReneSellmann/status/2020145330088816837) 2026-02-07T14:39Z 12.4K followers, [----] engagements "@sequentanalyst That's pretty brutal. Computer Modelling Group performed terribly too (down 55% over one year). But then again it's the stock market and only one year" [X Link](https://x.com/ReneSellmann/status/2022236351807344846) 2026-02-13T09:08Z 12.4K followers, [----] engagements "My follower count on the blogging platform got cut in half overnight and its impossible to get in touch with an actual human being working at Substack. What should I do Any tips @MikeFritzell will love to see this 😁" [X Link](https://x.com/ReneSellmann/status/2022269222319968702) 2026-02-13T11:18Z 12.4K followers, [----] engagements "You get the shareholder base you deserve btw. An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn" [X Link](https://x.com/ReneSellmann/status/2022392745546125576) 2026-02-13T19:29Z 12.4K followers, [----] engagements "I mean they collectively just guided for CapEx WAY above expectations" [X Link](https://x.com/ReneSellmann/status/2022625434026786998) 2026-02-14T10:54Z 12.4K followers, [----] engagements "They can probably post good results and the stock will still drop 🤷🏼♂ $TOI.V to release its Q4 [----] results on Feb [--] [----] All eyes on organic growth. $TOI.V to release its Q4 [----] results on Feb [--] [----] All eyes on organic growth" [X Link](https://x.com/ReneSellmann/status/2022625865998446989) 2026-02-14T10:55Z 12.4K followers, [----] engagements "@dcurras1 What % of the $ASML shareholder base is Dutch I imagine it's a pretty small number" [X Link](https://x.com/ReneSellmann/status/2022955991613014188) 2026-02-15T08:47Z 12.4K followers, [--] engagements "Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $500 in [----] a 3571% gain from its debut price of $14 per share in [----]. Today $Paycoms stock is down 74% from that peak and now trading in the $140 range. In this thread Ill explore a) the stock & business performance of Paycom b) the factors behind Paycoms stock decline and c) Paycoms business model. https://twitter.com/i/web/status/1808168236862558312 https://twitter.com/i/web/status/1808168236862558312" [X Link](https://x.com/anyuser/status/1808168236862558312) 2024-07-02T15:57Z 12.4K followers, 139K engagements "Heres why Paycom Software $PAYC is an above-average business that is currently trading for a below-market multiple https://twitter.com/i/web/status/1808888728384892938 https://twitter.com/i/web/status/1808888728384892938" [X Link](https://x.com/anyuser/status/1808888728384892938) 2024-07-04T15:40Z 12.4K followers, 44.2K engagements "Novo Nordisk is down 58% its worst drop ever $NVO. But under the hood Its still a cash-printing innovation-driven machine. A deep dive into the worlds obesity drug juggernaut 🧵" [X Link](https://x.com/anyuser/status/1915341903454707871) 2025-04-24T09:47Z 12.4K followers, 57.1K engagements "What happens when a hyper-growth compounder decides to slow down almost on purpose Evolution Gamings Q1 results shocked the market. $EVO But this wasnt just a miss it was a strategy shift. Lets talk about short-term friction long-term strategy and why this moment matters 🧵" [X Link](https://x.com/anyuser/status/1921602607954505975) 2025-05-11T16:25Z 12.4K followers, 136.6K engagements "It seems like Mister Spex $MRX is "un-fixable". I haven't been following the company closely. I just noticed that the CEO stepped down last year. Thoughts on the new management team Just judging by the stock chart it seems like the new team hasn't been able to turn things around and generate actual cash profits https://twitter.com/i/web/status/2007517132834386157 https://twitter.com/i/web/status/2007517132834386157" [X Link](https://x.com/ReneSellmann/status/2007517132834386157) 2026-01-03T18:19Z 12.4K followers, [----] engagements "From a technical analysis point of view theres more downside now in $WISE Id think. If we go lower here we might go significantly lower and retest the [----] lows. Whats your read here" [X Link](https://x.com/ReneSellmann/status/2011081249193066776) 2026-01-13T14:21Z 12.4K followers, [----] engagements "Just built an equal-weight basket of some well-known software stocks and what should I say . something broke in July [----]. $ADP $CRW $CDNS $SHOP $WIX $SNOW $CSU $DOCU $CRM $DUOL $DDOD $MNDY $ADSK $ADBE $HUBS $INTU $TEAM $SHOP" [X Link](https://x.com/ReneSellmann/status/2011541921953702335) 2026-01-14T20:52Z 12.4K followers, [----] engagements "This statistic blew me away: According to Durable Capital 80-90% of the institutional trading that takes place when a company reports earnings is now driven by pod shops such as Citadel or Point72 that incentivize investors on one-to-three-month time horizons or quant firms whose trading algorithms may not be based on fundamental analysis. (Akre Capital) I've said it before: investing may be one of the rare fields thats actually becoming LESS () competitive over time (at least for long-term investors). https://twitter.com/i/web/status/2013281367820255732" [X Link](https://x.com/ReneSellmann/status/2013281367820255732) 2026-01-19T16:04Z 12.4K followers, 176.8K engagements "Adidas AG $ADS is down 21.5% over the last [--] months. Are you interested" [X Link](https://x.com/ReneSellmann/status/2013995244354929137) 2026-01-21T15:20Z 12.4K followers, [----] engagements "One year round-trip for $NTDOY" [X Link](https://x.com/ReneSellmann/status/2014620557090947466) 2026-01-23T08:45Z 12.4K followers, [----] engagements "I didnt realise Adidas $ADS traded at 1x sales for the majority of its history as a public company" [X Link](https://x.com/ReneSellmann/status/2015883047183515903) 2026-01-26T20:22Z 12.4K followers, [----] engagements "Nintendo in a -37% drawdwin $NTDOY" [X Link](https://x.com/ReneSellmann/status/2019016408294920260) 2026-02-04T11:53Z 12.4K followers, [----] engagements "Novo Nordisk is currently fighting at multiple fronts simultaneously. And its stock reflects that current max drawdown: 69%. With increasing competition pricing pressures a complicated geopolitical backdrop regulatory uncertainty when it comes to compounders plus guidance for a 513% decline in revenue and profit can the pharma giant still lead the GLP-1 market Check out my deep dive into the current challenges facing $NVO 👇 (link below) https://twitter.com/i/web/status/2019486959731880311 https://twitter.com/i/web/status/2019486959731880311" [X Link](https://x.com/ReneSellmann/status/2019486959731880311) 2026-02-05T19:03Z 12.4K followers, [----] engagements "http://x.com/i/article/2019700033365372928 http://x.com/i/article/2019700033365372928" [X Link](https://x.com/ReneSellmann/status/2019723139156967810) 2026-02-06T10:41Z 12.4K followers, 54.4K engagements "Novo Nordisk $NVO is essentially fighting a battle on various fronts: Political and pricing pressures: The U.S. governments push for lower drug prices is hurting Novos profitability. The Most Favored Nation deal and other pricing constraints are putting immense pressure on Novos margins. Additionally the geopolitical tensions between the U.S. and Denmark particularly stemming from the Greenland dispute may influence the U.S. administrations handling of regulatory actions creating uncertainty in how aggressively compounding alternatives are addressed. Legal challenges: The rise of the" [X Link](https://x.com/ReneSellmann/status/2019729167101595886) 2026-02-06T11:05Z 12.4K followers, [----] engagements "Do you have any data on this Stefan As for what % of options are actually exercised I actually think subtracting all of the reported SBC is a good proxy. Maybe you're a little more conservative than needed but that's fine with me. Especially in US tech management teams are also aiming to buyback roughly the amount of shares required to offset dilution. Here it becomes most obvious why SBC carries a real cost. You could even make the point that reported SBC is understating the actual cost. I think that's especially true if you are interested in a stock and believe it is undervalued and thus" [X Link](https://x.com/ReneSellmann/status/2020100058826371225) 2026-02-07T11:39Z 12.4K followers, [----] engagements "S&P Global seems to be another broken compounder stock. Now flat over [---] years. Let me repeat: Zero returns over more than half a decade. $SPGI" [X Link](https://x.com/ReneSellmann/status/2021233235708256680) 2026-02-10T14:42Z 12.4K followers, 18.5K engagements "A thread on [--] long-term compounder stocks that have taken a major hit recently 👇🏻 1/ Constellation Software Inc. $CSU 📈 Drawdown from peak: -52.19% 📈 Total return (10Y): 509.97% 📈 EV/S (LTM): 3.8x" [X Link](https://x.com/ReneSellmann/status/2021239158321315957) 2026-02-10T15:05Z 12.4K followers, 12.1K engagements "5/ Veeva Systems Inc. $VEEV 📈 Drawdown from peak: -45.36% 📈 Total return (10Y): 1346.24% 📈 EV/S (LTM): 7.9x" [X Link](https://x.com/ReneSellmann/status/2021239222003450045) 2026-02-10T15:05Z 12.4K followers, [----] engagements "6/ Netflix Inc. $NFLX 📈 Drawdown from peak: -37.43% 📈 Total return (10Y): 848.37% 📈 EV/S (LTM): 8.0x" [X Link](https://x.com/ReneSellmann/status/2021239237736267817) 2026-02-10T15:06Z 12.4K followers, [----] engagements "7/ Fair Isaac Corporation $FICO 📈 Drawdown from peak: -43.96% 📈 Total return (10Y): 1364.85% 📈 EV/S (LTM): 17.0x" [X Link](https://x.com/ReneSellmann/status/2021239253158723712) 2026-02-10T15:06Z 12.4K followers, [----] engagements "Monday down -50% in just one month. Brutal. $MNDY" [X Link](https://x.com/ReneSellmann/status/2021959211270467996) 2026-02-12T14:46Z 12.4K followers, [----] engagements "Netflix has been one of the best-performing stocks over the last ten years - How Investing returns simplified 👇🏻 The approach: Topline growth x multiple expansion x impact from share buybacks. $NFLX last [--] years: ✅ P/S went from 5.6x to 7.1x (1.3x) ✅ Revenues: $6.78B to $45.18B (6.7x) ✅ Share buybacks: 0.15% CAGR contribution (1.01x) Total return: 1.3x x 6.7x x [----] = 8.6x A CAGR of roughly 27% over ten years https://twitter.com/i/web/status/2022247431438778787 https://twitter.com/i/web/status/2022247431438778787" [X Link](https://x.com/ReneSellmann/status/2022247431438778787) 2026-02-13T09:52Z 12.4K followers, [----] engagements "The Volume vs. Price Trade-off in [----] While Novo Nordisk is projecting negative sales growth for [----] due to pricing headwinds the longer term strategy is to compensate through sheer scale. Doustdar notes that while the financial "headwinds" are real the reach of the business is expanding. "We have for a while now been speaking that [----] will be a different year. its also a year of growth in many ways. We will have more patients this year than ever before. We will produce more than last year and years before that." https://twitter.com/i/web/status/2022593264935743818" [X Link](https://x.com/ReneSellmann/status/2022593264935743818) 2026-02-14T08:46Z 12.4K followers, [---] engagements "Topicus' stock now trades well below $C100/share and is getting close to its biggest drawdown (-55% from a previous high in 2022). $TOI C$60/share next So C$100/share is the magic number for Topicus Lets see if seller can push it below this threshold. $toi https://t.co/sq8BKKFviI So C$100/share is the magic number for Topicus Lets see if seller can push it below this threshold. $toi https://t.co/sq8BKKFviI" [X Link](https://x.com/ReneSellmann/status/2021958671174094912) 2026-02-12T14:44Z 12.4K followers, [----] engagements "I think Ive made up my mind. After covering $UMG I'll dig into Topicus $TOI.V. I have to say that I'm somewhat intimidated by the complexity of this task as I know that $TOI's overall structure and accounting is PRETTY complex and it's easy to make mistakes. Let's hope the downtrend continues so I have plenty of time for the project" [X Link](https://x.com/ReneSellmann/status/2022005289839452467) 2026-02-12T17:50Z 12.4K followers, [----] engagements "Wild statistic. $IBKR and $TIGR seem to move up +/- 5% on a daily basis these days and with both positions approaching the 20% weight I'm more than used to these daily swings. Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have" [X Link](https://x.com/ReneSellmann/status/2022265301778268212) 2026-02-13T11:03Z 12.4K followers, [----] engagements "Has Edenred found its bottom $EDEN.PA" [X Link](https://x.com/ReneSellmann/status/2022311822217343192) 2026-02-13T14:08Z 12.4K followers, [----] engagements "Targeting the Competition and "Mass Compounders" Addressing the 60/40 market share split currently favoring Eli Lilly Doustdar plans to shift the narrative toward "dose-equivalent" comparisons. He argues that Novos upcoming higher-dose formulations will bridge the efficacy gap while offering additional health benefits. "Novo Nordisk product has some cardio protection liver protection and kidney protection. Maybe some people will say that's an extra freebie." Furthermore Novo is taking a hard line against compounding pharmacies having recently filed over [---] lawsuits. Doustdar specifically" [X Link](https://x.com/ReneSellmann/status/2022593268828008705) 2026-02-14T08:46Z 12.4K followers, [---] engagements "I think one of the biggest mistakes those who invested in $Meta during the [----] drawdown made is selling at $200 or $300 "locking in" a nice gain but missing out on significant further upside "No one ever went broke taking a profit" is a classic investment adage but I believe its terrible advice. Not only was Meta still materially undervalued at $250 the stock also had tremendous momentum. This perfectly explains just how challenging investing is. A probabilistic domain where skill alone doesn't govern outcomes randomness (luck) does too. That is precisely why the frequency of wins is NOT as" [X Link](https://x.com/ReneSellmann/status/2022621397806166453) 2026-02-14T10:38Z 12.4K followers, [----] engagements "@AlphaBourse_ To be fair I'm less certain about Excel still being used [--] years from now" [X Link](https://x.com/ReneSellmann/status/2022706290024182019) 2026-02-14T16:15Z 12.4K followers, [----] engagements "Show this to your Dutch politicians. The great Charlie Munger would likely turn in his grave if he heard about a 36% tax on unrealized gains. In the paragraphs below he beautifully illustrates how taxes kill returns. His main point was that frequent selling can be a major drag on your returns. What he didn't anticipate I believe is that any government could be short-sighted enough to FORCE citizens to sell by taxing UNREALIZED profits. https://twitter.com/i/web/status/2022967295820042294 https://twitter.com/i/web/status/2022967295820042294" [X Link](https://x.com/ReneSellmann/status/2022967295820042294) 2026-02-15T09:32Z 12.4K followers, [---] engagements "I just published my "26 Stock Ideas for 2026" report. Not another uninspired buy Amazon & Visa list. A global hunting ground of unloved misunderstood or ignored businesses where expectations are low and outcomes dont need to be perfect. [-----] words. One idea could transform the performance of your portfolio next year (link below 👇🏻)" [X Link](https://x.com/anyuser/status/2003122108524527668) 2025-12-22T15:15Z 12.4K followers, 25.2K engagements "An awesome "research toolkit" by @SteadyCompound" [X Link](https://x.com/anyuser/status/1838957618200494152) 2024-09-25T15:03Z 12.4K followers, 224.1K engagements "Crazy stat by $IBKR CEO Thomas Peterffy: The Magnificent [--] represent over 70% of the trading volumes on the platform" [X Link](https://x.com/anyuser/status/1867321103158587479) 2024-12-12T21:30Z 12.4K followers, 291.8K engagements "Joel Greenblatt co-authored this fantastic essay: "How the small investor can beat the market"" [X Link](https://x.com/anyuser/status/1855330372462006308) 2024-11-09T19:23Z 12.4K followers, 142.6K engagements "Michael Mauboussins moat checklist (@mjmauboussin):" [X Link](https://x.com/anyuser/status/1844010391246115081) 2024-10-09T13:41Z 12.4K followers, 165.3K engagements "Jim Chanos legendary short seller recently dropped a masterclass on todays market risks. From the golden age of fraud to why there are clear signs of the market reaching a top his insights are a must-read. Here are [--] key lessons from his latest Bloomberg interview 🧵👇" [X Link](https://x.com/anyuser/status/1900891606267687417) 2025-03-15T12:47Z 12.4K followers, 130.3K engagements "Chuck Akre on why people keep interrupting the compounding process 👇" [X Link](https://x.com/ReneSellmann/status/1812885457975353475) 2024-07-15T16:22Z 12.4K followers, 115.7K engagements "What happens when a hyper-growth compounder decides to slow down almost on purpose Evolution Gamings Q1 results shocked the market. $EVO But this wasnt just a miss it was a strategy shift. Lets talk about short-term friction long-term strategy and why this moment matters 🧵" [X Link](https://x.com/anyuser/status/1921602607954505975) 2025-05-11T16:25Z 12.4K followers, 136.6K engagements "Four investor letters worth your time: 1) Dave Water's Q4 letter: https://x.com/evfcfaddict/status/1883137617795162483 Dave Waters @alluvialcapital Q4 letter is out: https://t.co/gvQRNrjIKX https://x.com/evfcfaddict/status/1883137617795162483 Dave Waters @alluvialcapital Q4 letter is out: https://t.co/gvQRNrjIKX" [X Link](https://x.com/anyuser/status/1884271620522660241) 2025-01-28T16:05Z 12.4K followers, 181.1K engagements "Dave Waters @alluvialcapital Q4 letter is out: https://alluvialcapital.com/wp-content/uploads/2025/01/Alluvial-Capital-Management-Q4-2024-Letter-to-Partners.pdf https://alluvialcapital.com/wp-content/uploads/2025/01/Alluvial-Capital-Management-Q4-2024-Letter-to-Partners.pdf" [X Link](https://x.com/anyuser/status/1883137617795162483) 2025-01-25T12:59Z 16.8K followers, 206.9K engagements "Expect many other quality businesses to trade at "unthinkable" valuations over a ten year timeframe. If your valuation model assumes a 30-40x exit multiple youre doing something wrong. Novo Nordisk at a [----] P/E Unthinkable just six months ago. What a shift. Discl: long $NVO https://t.co/5Q0cqB5DIW Novo Nordisk at a [----] P/E Unthinkable just six months ago. What a shift. Discl: long $NVO https://t.co/5Q0cqB5DIW" [X Link](https://x.com/anyuser/status/1913525031763693805) 2025-04-19T09:28Z 12.4K followers, 105.4K engagements "Novo Nordisk at a [----] P/E Unthinkable just six months ago. What a shift. Discl: long $NVO" [X Link](https://x.com/anyuser/status/1913465192001786100) 2025-04-19T05:30Z 30K followers, 251K engagements "I recently stumbled upon a document titled The Art of Stock Picking by Charlie Munger. Ive read this document more than 5x this year alone and each time Ive come across a new mental model that changed the way I look at investing. Here are ten of Mungers big ideas 👇" [X Link](https://x.com/anyuser/status/1807387344770576736) 2024-06-30T12:14Z 12.4K followers, 148.5K engagements "CAN PAYPAL'S STOCK DOUBLE PayPals stock $PYPL is down 81% from its peak in [----] and many investors here on Twitter are bullish on the stock claiming its the best opportunity since $META traded below $100/share. But how realistic is it for PayPals stock to double A short thread (including two conservative valuation attempts). First of all let's start with a quick thought experiment: if someone would guarantee you that if you bought stock XYZ today it would double at some point in the future would you take this offer My answer would be It depends It would depend on how quickly the stock would" [X Link](https://x.com/anyuser/status/1707836618281804257) 2023-09-29T19:15Z 12.4K followers, 131.2K engagements "Novo Nordisk is down 58% its worst drop ever $NVO. But under the hood Its still a cash-printing innovation-driven machine. A deep dive into the worlds obesity drug juggernaut 🧵" [X Link](https://x.com/anyuser/status/1915341903454707871) 2025-04-24T09:47Z 12.4K followers, 57.1K engagements "Lynch's lucky/unlucky study updated for [--] years 1991-2020 👇 "Starting in [----] if you invested at the peak of the market in each year your annual return was 10.6%. If you timed the market perfectly invested at the low point of each year your return was 11.7%. The difference between great timing and lousy timing was only 1.1%." - Peter Lynch" [X Link](https://x.com/anyuser/status/1745531680184529353) 2024-01-11T19:42Z 12.4K followers, 127.9K engagements "Lululemon $LULU is trading at a cheap valuation multiple compared to its historical valuation. If you invested in $LULU almost [--] years ago you actually lost money despite stellar revenue and EPS growth. I recently covered the stock in a video. Here is a collection of some interesting charts and data points I shared in it 👇" [X Link](https://x.com/anyuser/status/1780246676919275528) 2024-04-16T14:47Z 12.4K followers, 153.5K engagements "15 fantastic 100-baggers visualized 👇🏻 H/t: @Quartr_App" [X Link](https://x.com/anyuser/status/1858533167319171557) 2024-11-18T15:30Z 12.4K followers, 52.7K engagements "Matthew Peterson's full $BABA investment pitch can be found below (@MattPetersonCFA): "For under $200 billion this firm can be purchased today. We expect the cash and investment portfolio alone to be worth this sum by the end of the decade."" [X Link](https://x.com/anyuser/status/1803808175382012006) 2024-06-20T15:12Z 12.4K followers, 73.2K engagements "Buffett accumulated 99% of his wealth after age [--]. Play the long game - it allows you to compound results" [X Link](https://x.com/ReneSellmann/status/1759614059165413403) 2024-02-19T16:20Z 12.2K followers, 52.2K engagements "Yesterday my friend Andrew was sending me some amazing research work hed done on whether deep value or compounder stocks should be considered more attractive Let me summarize his work and a few of his major takeaways: Essentially Andrew set out to assess the impact of changes in valuation multiples on your near- mid- and long-term returns and created a visual that may surprise some of you He starts by asking a question: Which business would you rather buy: A) A business that compounds at 4% but that is trading at a very low multiple (below 10x earnings) or B) A great business that compounds" [X Link](https://x.com/anyuser/status/1745123746799644934) 2024-01-10T16:41Z 12.4K followers, 113.2K engagements "Compounding starts slowly but gets more and more crazy over time" [X Link](https://x.com/anyuser/status/1802987953326608725) 2024-06-18T08:53Z 12.4K followers, 73.1K engagements "Franois Rochon is one of the best quality investors in the world. He is the founder of Giverny Capital and compounded investors capital at a rate of 15.7% annually (vs. 9.9% for S&P). Five years ago he gave a talk at Google. Here are five takeaways from his presentation that will make you a better investor today (PS: Dont miss the stock selection process that Rochon shared and will be revealed later in this thread)" [X Link](https://x.com/anyuser/status/1714294543267611137) 2023-10-17T14:57Z 12.4K followers, 114.8K engagements "Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $500 in [----] a 3571% gain from its debut price of $14 per share in [----]. Today $Paycoms stock is down 74% from that peak and now trading in the $140 range. In this thread Ill explore a) the stock & business performance of Paycom b) the factors behind Paycoms stock decline and c) Paycoms business model. https://twitter.com/i/web/status/1808168236862558312 https://twitter.com/i/web/status/1808168236862558312" [X Link](https://x.com/anyuser/status/1808168236862558312) 2024-07-02T15:57Z 12.4K followers, 139K engagements "In Howard Marks [----] memo "Selling Out" Howard asks his son if he should sell after big gains. His son replies: ✅ Im a long-term investor not a trader. ✅ Great compounders are too rare to sell just because theyre up. ✅ Id only sell if the fundamentals change or if theres something better. One of the best illustrations of conviction short-term noise Ive seen. Read the full excerpt below" [X Link](https://x.com/anyuser/status/1972621389514539041) 2025-09-29T11:16Z 12.4K followers, 57.9K engagements "Heres an alternative approach to value PayPals stock $PYPL (Spoiler: the stock does look somewhat enticing at the current level) With PayPals stock experiencing a catastrophic 81% decline from its [----] peak I recently shared a 5-year exit multiple valuation approach and some people rightly pointed out that this method does not consider the impact of buybacks. In fact $PYPLs management has been fairly open about its intention to use the majority of the FCF generated by PayPal to buy back $PYPLs stock. For example PayPal Acting Chief Financial Officer Gabrielle Rabinovitch said the following at" [X Link](https://x.com/anyuser/status/1709951324471661035) 2023-10-05T15:18Z 12.4K followers, 115.3K engagements "For those smart fellas projecting that Celsius $CELH can easily grow at a rate of 15% or more over the next ten years (H/t @chriswmayer):" [X Link](https://x.com/anyuser/status/1841489082028880148) 2024-10-02T14:43Z 12.4K followers, 56K engagements "Mohnish Pabrai on the "Magic of Buybacks" 👇 Do you own any "share cannibals"" [X Link](https://x.com/anyuser/status/1803130048393724143) 2024-06-18T18:17Z 12.4K followers, 63.9K engagements "Ulta Beauty is THE leading beauty retailer in the US and its stock is tumbling down 32% since its March [----] peak. Hence $ULTA is trading at a historically low valuation In this thread Ill give you a brief overview of the business (1) analyze Ultas moat (2) share my valuation work on $ULTA (3) and highlight some key risks (4)" [X Link](https://x.com/anyuser/status/1804885958594011533) 2024-06-23T14:35Z 12.4K followers, 89.6K engagements "Another remarkable comment:" [X Link](https://x.com/anyuser/status/1867322083346415965) 2024-12-12T21:34Z 12.4K followers, 69.9K engagements "Very few investors understand the relationship between AND the importance of reinvestment rates the return earned on reinvestments and the resulting growth once you combine the two. @long_equity created a fantastic matrix to visualize the sweet spot investors should seek out (high ROIC coupled with high reinvestment rates resulting in high growth)" [X Link](https://x.com/anyuser/status/1845134959692087747) 2024-10-12T16:10Z 12.4K followers, 43.3K engagements "That's quite a drawdown for Interactive Brokers' stock $IBKR; -31% in just under a month" [X Link](https://x.com/anyuser/status/1900222801291694207) 2025-03-13T16:29Z 12.4K followers, 39.1K engagements "Nothing to add" [X Link](https://x.com/anyuser/status/1731781369255137394) 2023-12-04T21:03Z 12.4K followers, 25.5K engagements "Ive lost count of how many times Ive seen retail investors "double down on Novo Nordisk $NVO - at $120 at $100 $75 $65 and now again. Every time the reasoning is painfully shallow. Case in point (see screenshot below): Translation: I just more than doubled my position in Novo Nordisk. A company with a P/E below [--] and an EBIT margin of nearly 50% is a bargain. But here are some real questions worth asking: Is a 50% margin sustainable in the long run If not what does that imply for valuation Is 15x earnings truly cheap for a business with these risks What about recent operational missteps" [X Link](https://x.com/anyuser/status/1950197574700261838) 2025-07-29T14:11Z 12.4K followers, 48.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ReneSellmann Rene Sellmann
Rene Sellmann posts on X about stocks, business, if you, $nvo the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-------] +59%
- [--] Month [---------] +35%
- [--] Months [---------] +146%
- [--] Year [---------] +36%
Mentions: [--] #
- [--] Week [---] +8.30%
- [--] Month [---] -15%
- [--] Months [-----] +146%
- [--] Year [-----] +79%
Followers: [------] #
- [--] Week [------] +0.90%
- [--] Month [------] +6.70%
- [--] Months [------] +38%
- [--] Year [------] +72%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 37.97% finance 34.96% technology brands 18.42% cryptocurrencies 9.77% countries 5.26% automotive brands 2.63% social networks 1.5% currencies 1.5% gaming 1.5% fashion brands 1.13%
Social topic influence stocks #4592, business 9.02%, if you 5.64%, $nvo #36, novo #1555, ai 5.26%, wise #1103, $wise #2, $csu #39, share 4.14%
Top accounts mentioned or mentioned by @stonkmetal @porcross0 @jakubhajost @dcurras1 @igorzmitrovich @alluvialcapital @wmangan1190 @wolfofharcourt @sequentanalyst @tihobrkan @jnewelldesign @william_r2rclub @mikefritzell @steadycompound @pythiar @pythiars @toddwenning @philipphaasir @gspier @gokulrs
Top assets mentioned Novo-Nordisk (NVO) Wise (WISE) Metadium (META) monday.com Ltd. (MNDY) PayPal Holdings Inc (PYPL) Eden (EDEN) WIX.com Ltd. (WIX) Alphabet Inc Class A (GOOGL) Evotec SE (EVO) Interactive Brokers Group, Inc. (IBKR) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Duolingo, Inc. (DUOL) Paycom Software Inc (PAYC) Microsoft Corp. (MSFT) HUBSPOT, INC. (HUBS) Take-Two Interactive Software, Inc. (TTWO) Roblox Corp. (RBLX) Unity Software Inc. (U) Ferrari N.V. (RACE) Reality Metaverse (RMV)
Top Social Posts
Top posts by engagements in the last [--] hours
"Maybe. But go back 12-13 years and $MSFT traded at half its current multiple (1/2). I think the last time you were able to get $MSFT at a similar forward valuation to the market was a decade ago I think the last time you were able to get $MSFT at a similar forward valuation to the market was a decade ago"
X Link 2026-02-02T22:50Z 12.4K followers, [----] engagements
"Interestingly Universal Music Group's streaming revenue hasn't grown as a percentage of total revenue. I did not expect that. $UMG"
X Link 2026-02-10T13:34Z 12.4K followers, [----] engagements
"Despite being the leader in the global music industry Universal Music Group is currently trading below its [----] IPO opening price potentially offering a rare investment opportunity in a stable asset-light IP-based compounder. $UMG From its unmatched music catalog to innovations in AI-driven remixes discover why UMG's potential remains stronger than ever 👇🏻 (link below) https://twitter.com/i/web/status/2021945202592673889 https://twitter.com/i/web/status/2021945202592673889"
X Link 2026-02-12T13:51Z 12.4K followers, [----] engagements
"I bet white collar workers will still use Excel in [--] months. Are you sposed to clap for this https://t.co/h6SPD6KWsI Are you sposed to clap for this https://t.co/h6SPD6KWsI"
X Link 2026-02-14T12:28Z 12.4K followers, 156.2K engagements
"Seems like someone took care of it. Which stock chart does this remind you of My follower count on the blogging platform got cut in half overnight and its impossible to get in touch with an actual human being working at Substack. What should I do Any tips @MikeFritzell will love to see this 😁 https://t.co/xVRNNNdAAe My follower count on the blogging platform got cut in half overnight and its impossible to get in touch with an actual human being working at Substack. What should I do Any tips @MikeFritzell will love to see this 😁 https://t.co/xVRNNNdAAe"
X Link 2026-02-14T13:26Z 12.4K followers, [----] engagements
"Why did Chris Mayer shut down his blog It will be missed"
X Link 2026-02-13T07:51Z 12.4K followers, 10.1K engagements
"The Wegovy Pill: A "Miracle" Peptide The centerpiece of this volume-driven strategy is the Wegovy pill. Doustdar dismisses the traditional trade-off between the convenience of a pill and the efficacy of an injection explaining the unique science behind the oral formulation. "Think about it: youre almost drinking the injection. And the gut stomach acids are not touching it. Thats very very unique from a science point of view. Because of that people actually get even more interested to come on board." The pill has already seen rapid adoption with [------] users within its first five weeks."
X Link 2026-02-14T08:46Z 12.4K followers, [---] engagements
"MONY Group's revenue compounded at a rate of 7% annually over more than [--] years $MONY Yet the stock delivered negative returns for shareholders. There's a lessons here "
X Link 2026-02-14T15:47Z 12.4K followers, [----] engagements
"Chuck Akre on why people keep interrupting the compounding process 👇"
X Link 2024-07-15T16:22Z 12.4K followers, 115.7K engagements
"An awesome "research toolkit" by @SteadyCompound"
X Link 2024-09-25T15:03Z 12.4K followers, 224.1K engagements
"Luxury stocks on my watchlist all trading significantly below their 52-week high. $LVMH $RACE $TISG $KER Any stocks I need to add"
X Link 2024-11-12T16:36Z 12.4K followers, [----] engagements
"Four investor letters worth your time: 1) Dave Water's Q4 letter: https://x.com/evfcfaddict/status/1883137617795162483 Dave Waters @alluvialcapital Q4 letter is out: https://t.co/gvQRNrjIKX https://x.com/evfcfaddict/status/1883137617795162483 Dave Waters @alluvialcapital Q4 letter is out: https://t.co/gvQRNrjIKX"
X Link 2025-01-28T16:05Z 12.4K followers, 181.1K engagements
"Here's my 90-second Edenred pitch why $EDEN.PA deserves your attention: The stock is already up 10% over just 2-3 days since I started a position (might've bottom-picked this one) and it's a 3.5% position now which I might increase. If this short excerpt piques your interest you can find the full write-up (21000 words) on my blog. $EDEN $PLX.PA Edenred: ❌ The Italian government is investigating Edenred for fraud. ❌ The Brazilian government wants to cut it out of meal vouchers. So why am I bullish Because the market priced in a meltdown (the stock trades at 9.3x FCF) - and missed the setup. ✅"
X Link 2025-06-29T08:20Z 12.4K followers, [----] engagements
"I was talking to @stonkmetal this morning about the opportunity in $CSU. What I find interesting about the current discussion around Constellation Software is how controversial the valuation debate has become. @PythiaR did an excellent job of cutting through some of the noise on Twitter (see quoted tweet below). His breakdown shows that CSU isnt trading anywhere near the 30x FCF headlines that have been making the rounds but closer to 2225x depending on how you adjust for TOI/LMN and what assumptions you use for fully burdened free cash flow. Hes also right to remind people that looking at"
X Link 2025-09-26T08:23Z 12.4K followers, 36.2K engagements
"#16 - My takeaway from this Ashtead Technology insight $AT.L 1) Dont look for backlog or long-term contracts; instead track utilization rates pricing trends and geographic diversification. 2) Seasonal dips (especially Q1 and Q4) are normal. 3) The companys steady margins and strong cash conversion despite that volatility are precisely what make its execution model impressive. https://x.com/_inpractise/status/1975670997488431538 https://x.com/_inpractise/status/1975670997488431538"
X Link 2025-10-10T14:53Z 12.4K followers, [---] engagements
"Ashtead Technologys short position continues to increase. It used to be the most shorted stock on the AIM before the recent uplisting. $AT.L"
X Link 2025-10-17T15:58Z 12.4K followers, [----] engagements
"As Robert Vinall's Business Owner Fund moved to Axxion we get slightly more insights into his current holdings. Carvana makes up a fifth of the portfolio $CVNA $PRX essentially a bet on $TCEHY is at 15.5% $META comes in at a 13% weight $WIX is a 7.5% position. The Norwegian oil company represents roughly 6% EDIT: Just realized the Netherlands exposure is Prosus. https://twitter.com/i/web/status/1979835730189860932 https://twitter.com/i/web/status/1979835730189860932"
X Link 2025-10-19T09:03Z 12.4K followers, [----] engagements
"This is another company Ive never heard about: Royalty Pharma plc $RPRX"
X Link 2025-11-15T23:25Z 12.3K followers, 10.5K engagements
"Im sharing my entire portfolio today (from smallest to largest position). No fluff. No hand-waving. No narratives. Just: Why I own what I own. A concise thesis for every position 1) Timee $215A"
X Link 2025-11-25T11:48Z 12.4K followers, 28K engagements
""Not All Reinvestment Is the Same: How Two Companies Reinvented Growth Strategies" https://www.compoundwithrene.com/p/not-all-reinvestment-is-the-same https://www.compoundwithrene.com/p/not-all-reinvestment-is-the-same"
X Link 2025-11-25T11:48Z 12.4K followers, [----] engagements
"8) Ashtead Technology - $AT.L"
X Link 2025-11-25T11:49Z 12.4K followers, [----] engagements
"I'm taking a look at HelloFresh SE right now and will put together a write-up on the blog. The stock is pretty damn cheap (or cheap-looking) at 0.15x sales but the million-dollar question is whether $HFG's business model is a viable one (if it is the upside is material) or whether it's worth zero. https://twitter.com/i/web/status/1994813645025689610 https://twitter.com/i/web/status/1994813645025689610"
X Link 2025-11-29T17:00Z 12.3K followers, [----] engagements
"In August $HFG's management added another [---] million to the buyback program. This represents roughly 11% of the current market cap"
X Link 2025-12-07T17:00Z 12.3K followers, [----] engagements
"Interestingly the stocks of $RMV and its peers $HEM $G24 $Z $REA seem to follow a similar trajectory ever since around August this year. Is this part of the "AI will eat the world; sell everything digital" trade Today I learned about Rightmove plc $RMV and immediately put it on my watchlist. @PhilippHaas_ir talked about it on his (German) YT channel. A company posting 50% net income margins down 30% over just 3-4 months (due to AI investments) now trading at a high-teens earnings https://t.co/xIgaxVFlAj Today I learned about Rightmove plc $RMV and immediately put it on my watchlist."
X Link 2025-12-29T19:31Z 12.4K followers, [----] engagements
"150 (maybe $175) for this Bullish or bearish for $BIRK"
X Link 2025-12-30T10:49Z 12.4K followers, [----] engagements
"Walmart started with [--] stores. T. Rowe Price sold it early. That one decision erased years of gains. Henry Ellenbogen learned this early and now builds entirely differently. A thread 🧵👇"
X Link 2025-12-30T13:38Z 12.3K followers, [----] engagements
"Major newsflow this morning at $INPST. Trying to figure out what this means how likely this is and/or how it'd work. Because InPost is a Luxembourg company listed on the Euronext Amsterdam it follows Luxembourg corporate law. And so for a deal like this to go through under Luxembourg law the "standard" majority depends on how the buyer chooses to acquire the company: Merger by Absorption: If the buyer wants to fully merge InPost into their own company (changing the corporate structure) they generally need a two-thirds (2/3) majority of the votes cast at a meeting where at least 50% of the"
X Link 2026-01-06T08:00Z 12.3K followers, 18.2K engagements
"#3 Edenred opportunity @Arkalos77 is the one to follow when it comes to $EDEN (@stonkmetal as well of course). Here's his thesis (discl. I'm long myself): https://x.com/Arkalos77/status/2006077265906655295 Have now doubled down on Edenred $eden.pa . A 8.5% position with the average cost basis down to EUR [-----]. Investment Thesis 👇 👉 Edenreds diversification into less-regulated "Beyond" offerings (40% of revenue) and sustained digital penetration will drive double digit https://t.co/KH0Apuemcq https://x.com/Arkalos77/status/2006077265906655295 Have now doubled down on Edenred $eden.pa . A"
X Link 2026-01-06T14:24Z 12.4K followers, [----] engagements
"Whats the highest quality business in Europe right now"
X Link 2026-01-09T19:05Z 12.3K followers, 11.7K engagements
"Curious what people on the ground in $TIGRs core markets are seeing. If you can share some anecdotal evidence about behavioral shifts among both young and old Id be very much interested. What are the core markets: "Haitong estimates the $TIGR client base is 50% Singaporean 12% US 6% HK followed by a significant chunk from AUS/NZ and the remaining being mainland Chinese. This is so bullish for $TIGR Part of the thesis is also the generational shift in the perception of savings and wealth that is occurring with new generations in Asia. More and more people are entering the markets and this is a"
X Link 2026-01-13T16:48Z 12.4K followers, [----] engagements
"Monday(.)com absolutely nosediving. $MNDY Now well below its IPO price of June [----] ($155). Revenue compounded at a rate of 35% over the last three years"
X Link 2026-01-14T21:04Z 12.4K followers, [----] engagements
"Constellation Software trading at a NTM earnings multiple last seen in [----] $CSU"
X Link 2026-01-15T16:04Z 12.3K followers, 44.7K engagements
"Whatever is happening here - likely closing the fund - I wish @GSpier only the best going forward. Hes been a great inspiration and Ive always been a big fan of all of his public appearances over the years. I hope he continues to be a strong voice in the value investing community. Whats your theory 👇🏻 https://t.co/yFMb0zmx5f Whats your theory 👇🏻 https://t.co/yFMb0zmx5f"
X Link 2026-01-16T18:45Z 12.4K followers, 28.3K engagements
"It's Sunday. Here are the [--] most interesting insightful and thought-provoking investing-related tweets I bookmarked this week. 🧵👇🏻"
X Link 2026-01-18T20:37Z 12.4K followers, 10K engagements
"#1 - Inventories at the five major publicly listed spirits producers are trending in only one direction. $BFB $RI $DEO https://x.com/CWRoehl/status/2012920844545130660s=20 Die [--] groen brsennotierten Schnapsbrenner sitzen mittlerweile auf Vorrten im (aktuellen) Wert von $22 Mrd. Dollar. Bei #Diageo stapeln sich 43% vom Jahresumsatz bei #PernodRicard ber 60% was immens Kapital bindet. Kritisch auch mit Blick auf die Verschuldung (3x EBITDA). https://t.co/w2MmXoWaSA https://x.com/CWRoehl/status/2012920844545130660s=20 Die [--] groen brsennotierten Schnapsbrenner sitzen mittlerweile auf Vorrten im"
X Link 2026-01-18T20:37Z 12.4K followers, [----] engagements
"Ashtead Tech. up 9% on strong trading update. $AT.L "Strong cash conversion resulted in Group leverage reducing to under 1.4x at the year-end. Net debt is expected to improve further to below 1.0x by the end of 2026." Are short sellers going to get nervous now Discl.: I'm long https://twitter.com/i/web/status/2013160965370528225 https://twitter.com/i/web/status/2013160965370528225"
X Link 2026-01-19T08:05Z 12.4K followers, [----] engagements
"$IBKR investors can go back to hibernation for another three months"
X Link 2026-01-20T21:29Z 12.4K followers, 38.8K engagements
"Revolut x $Wise partnership announcement when Give me your best guess (which year)"
X Link 2026-01-23T15:27Z 12.4K followers, [----] engagements
"Does anyone among my followers know someone who works (or has worked) for UP Fintech $TIGR and can connect me"
X Link 2026-01-24T13:09Z 12.4K followers, [----] engagements
"Another small incremental improvement by $WISE that you may have missed. Going exactly as expected for $WISE. Direct connection probably coming later this year assuming Canada doesnt push back the RTR launch. https://t.co/0lKr2uhjXO Going exactly as expected for $WISE. Direct connection probably coming later this year assuming Canada doesnt push back the RTR launch. https://t.co/0lKr2uhjXO"
X Link 2026-01-30T06:44Z 12.4K followers, [----] engagements
"Edenred is down 70% from its peak. No one wants to touch the stock right now. Sentiment is awful. Analysts are downgrading. Regulatory risk in Brazil is real. So is the derating. I analyzed the stock through [--] valuation lenses. The result may surprise you 👇🏻 https://www.compoundwithrene.com/p/deep-dive-revisiting-edenred-eden https://www.compoundwithrene.com/p/deep-dive-revisiting-edenred-eden"
X Link 2026-01-30T15:23Z 12.4K followers, [----] engagements
"$EDEN Edenred is down 70% from its peak. No one wants to touch the stock right now. Sentiment is awful. Analysts are downgrading. Regulatory risk in Brazil is real. So is the derating. I analyzed the stock through [--] valuation lenses. The result may surprise you 👇🏻 Edenred is down 70% from its peak. No one wants to touch the stock right now. Sentiment is awful. Analysts are downgrading. Regulatory risk in Brazil is real. So is the derating. I analyzed the stock through [--] valuation lenses. The result may surprise you 👇🏻"
X Link 2026-01-30T16:50Z 12.4K followers, [----] engagements
"Software stocks are getting hammered. But its not all doom and gloom. Theres a crucial distinction between companies that will thrive and those that will be eaten alive by AI. Heres a new framework to understand where software companies are vulnerable based on @gokulr's @InvestLikeBest appearance (link below). $FIG $WIX $MNDY $DOCU $HUBS $ADBE $SAP $ADSK $ZM"
X Link 2026-01-31T14:25Z 12.4K followers, [----] engagements
"GoDaddy $GDDY trading at just 0.6x PEG. What's crazy is that $GDDY even traded at 0.4x PEG back in February [----]. NI margin seems to be suppressed right now too. Your thoughts on the idea Weekly portfolio update of my wikifolio (January [--] 2026) Over the past trading week the wikifolio (+0.7%) rose slightly while the MSCI World (-2.1%) saw a decline. Since the start of the year the wiki (+2.4%) performed better than the MSCI World (+0.4%) after fees. This https://t.co/aa4iLeXofp Weekly portfolio update of my wikifolio (January [--] 2026) Over the past trading week the wikifolio (+0.7%) rose"
X Link 2026-01-31T17:05Z 12.4K followers, [----] engagements
"#2 - On the very same topic I'll point you to this freely available framework to assess the disruption risk of software names: https://x.com/ReneSellmann/status/2017605223989067983s=20 Software stocks are getting hammered. But its not all doom and gloom. Theres a crucial distinction between companies that will thrive and those that will be eaten alive by AI. Heres a new framework to understand where software companies are vulnerable based on @gokulr's https://t.co/uBmxLLLNGt https://x.com/ReneSellmann/status/2017605223989067983s=20 Software stocks are getting hammered. But its not all doom"
X Link 2026-02-01T17:33Z 12.4K followers, [----] engagements
"#3 Video game stocks are software stocks too and they crashed badly on Friday $TTWO $NTDOY $RBLX $U https://x.com/verge/status/2017369814629753004s=20 Video game company stock prices dip after Google introduces an AI world-generation tool https://t.co/BJmWOek9QR https://x.com/verge/status/2017369814629753004s=20 Video game company stock prices dip after Google introduces an AI world-generation tool https://t.co/BJmWOek9QR"
X Link 2026-02-01T17:33Z 12.4K followers, [----] engagements
"#11 - $SAP dropped badly after the quarterly results this week https://x.com/stwboerse/status/2016832285325062579s=20 Auch die $SAP Aktie wird heute geerdet. Das passiert wenn eine zu hohe Bewertung (KGV ber 30) auf einen passablen aber nicht berragenden Ausblick auf [----] trifft. Ein mit ca. 10% wachsendes Unternehmen ist einfach nicht den 30-fachen Profit/Cashfow wert. VALUATION MATTERS. https://t.co/dnNzcxdXJn https://x.com/stwboerse/status/2016832285325062579s=20 Auch die $SAP Aktie wird heute geerdet. Das passiert wenn eine zu hohe Bewertung (KGV ber 30) auf einen passablen aber nicht"
X Link 2026-02-01T17:33Z 12.3K followers, [---] engagements
"#12 - Fun fact $UMG $SPOT - yes I'm currently working on a $UMG write-up . https://x.com/SleepwellCap/status/1788212170620125525s=20 $UMG's investment in $SPOT so far is a cool 46-bagger https://t.co/DY8uhCAsyT https://x.com/SleepwellCap/status/1788212170620125525s=20 $UMG's investment in $SPOT so far is a cool 46-bagger https://t.co/DY8uhCAsyT"
X Link 2026-02-01T17:33Z 12.3K followers, [---] engagements
"#15 - Slow and steady progress by $WISE . I cannot wait for the US listing https://x.com/moneyflowinvest/status/2016274355425030237s=20 Going exactly as expected for $WISE. Direct connection probably coming later this year assuming Canada doesnt push back the RTR launch. https://t.co/0lKr2uhjXO https://x.com/moneyflowinvest/status/2016274355425030237s=20 Going exactly as expected for $WISE. Direct connection probably coming later this year assuming Canada doesnt push back the RTR launch. https://t.co/0lKr2uhjXO"
X Link 2026-02-01T17:33Z 12.4K followers, [---] engagements
"Wouldn't it be ironic if these historic drawdowns of serial acquirers (in case of $CSU the largest in its public history) are ultra bullish for these businesses long term creating a much more target-rich environment for acquisitions $TOI.V $CSU.TO $CSU $LMN.V $ROP The end of SaaS thanks to AI is real via Bloomberg The AI boom is sparking a selloff in software-company loans with prices plunging as investors fear tools like advanced AI coding agents could make parts of the sector obsolete. https://t.co/UvS65JO2ni The end of SaaS thanks to AI is real via Bloomberg The AI boom is sparking a"
X Link 2026-02-02T19:11Z 12.3K followers, 11.7K engagements
"Thoughts on going for an ex-HP CEO $PYPL Strikes me as odd. They need a "visionary" CEO Not an optimizer. Just my [--] cents"
X Link 2026-02-03T14:40Z 12.3K followers, 10.2K engagements
"$CDR $U $NTDOY $TTWO $7974 $9766 $EA $SONY $RBLX Video game stocks CRASHED last Friday Everything in the world of gaming and entertainment will change." - a16z But is AI a threat or an opportunity The answer is "it depends." From Take-Two Interactive to Unity to Nintendo the future of gaming is in flux. Dive deep into https://t.co/AdMWrZ3jCq Video game stocks CRASHED last Friday Everything in the world of gaming and entertainment will change." - a16z But is AI a threat or an opportunity The answer is "it depends." From Take-Two Interactive to Unity to Nintendo the future of gaming is in flux."
X Link 2026-02-03T15:40Z 12.4K followers, [----] engagements
"This looks like textbook forced selling with no end in sight $CSU Like opening down 7.5% on no news . wow. X is a bad sentiment indicator but my echo chamber still strikes me as way too bullish for this to be the bottom I'm definitely going to actively look for those who time their $CSU entries almost perfectly and try to learn from them. My gut also tells me that we could see prices some people still view as unimaginable just like C$2300 was unimaginable just half a year ago. https://t.co/ELdMf83ZSG I'm definitely going to actively look for those who time their $CSU entries almost perfectly"
X Link 2026-02-03T15:46Z 12.4K followers, 11.3K engagements
"Video game stocks continue to sell off $ntdoy $u $rblx $ttwo 👇🏻 Video game stocks CRASHED last Friday Everything in the world of gaming and entertainment will change." - a16z But is AI a threat or an opportunity The answer is "it depends." From Take-Two Interactive to Unity to Nintendo the future of gaming is in flux. Dive deep into https://t.co/AdMWrZ3jCq Video game stocks CRASHED last Friday Everything in the world of gaming and entertainment will change." - a16z But is AI a threat or an opportunity The answer is "it depends." From Take-Two Interactive to Unity to Nintendo the future of"
X Link 2026-02-03T20:27Z 12.4K followers, [----] engagements
"Lesson #3: Expect Drawdowns Even in Success Bessembinders research reveals that even top-performing companies experience massive drawdowns. Apple faced 74% 80% and 79% declines over [--] decades showing the importance of long-term patience in investing"
X Link 2026-02-04T11:35Z 12.4K followers, [--] engagements
"Lesson #4: Sector Over-representation in Wealth Creation Some sectors like Energy and Utilities are over-represented in the top wealth creators while Technology is under-represented. This shows that while tech is dominant now other sectors have been key players in creating wealth. https://twitter.com/i/web/status/2019011856741118274 https://twitter.com/i/web/status/2019011856741118274"
X Link 2026-02-04T11:35Z 12.4K followers, [---] engagements
"Some of my [----] stock sales no longer look like I completely lost my mind back when I sold $NTDOY $WIX $AMZN $META. Let's just not talk about selling $GOOG of course 😉"
X Link 2026-02-04T11:42Z 12.4K followers, [----] engagements
"Why does $TIGR not work out from here Discl.: I'm long"
X Link 2026-02-04T15:13Z 12.4K followers, [----] engagements
"Software carnage this equal-weight basket underperformed by 45% over the LTM. $BRZ down 46% just YTD $GIG -43% YTD $HUBS -39% $KVYO -38% $TEAM - 37%"
X Link 2026-02-04T15:38Z 12.4K followers, [----] engagements
"Performance of an equal-weight (VMS) serial acquirer portfolio of $CSU $TOI.V $LME $VIT.B $ROP and $CHG over the last year 👇🏻 Ouch "
X Link 2026-02-04T17:09Z 12.3K followers, [----] engagements
"Take a look at the evolution of the top [--] market cap companies over the past [--] years. From traditional industrial giants like GE and Exxon to tech titans like Apple Google and Amazon the shift is striking. How do you think the next [--] years will unfold"
X Link 2026-02-05T16:00Z 12.3K followers, [----] engagements
"@Sempiterno_Inv How confident are you they see 20%+ ROIICs on $500 BILLION in capex"
X Link 2026-02-05T22:00Z 12.3K followers, [---] engagements
"I considered $STLA at twice the price for a brief moment when it was trading at 5x earnings (possibly even cheaper I cannot remember) if I recall correctly. Glad I sidestepped this one. Stellantis $STLA said it will take about 22B in charges as it resets its strategy after overestimating EV demand. The company expects a 2H25 net loss of up to 21B and a low single-digit operating margin including 1.6B in tariff costs. Most charges tie to scrapping or https://t.co/Lm2QLc1uGQ Stellantis $STLA said it will take about 22B in charges as it resets its strategy after overestimating EV demand. The"
X Link 2026-02-06T10:56Z 12.4K followers, [----] engagements
"Ashtead Technologys short interest got cut in half. Was to be expected in my view. $at.l"
X Link 2026-02-06T11:12Z 12.4K followers, [----] engagements
"Am I reading these figures right $UMG's CEO received many tens of millions in compensation multiple years in a row"
X Link 2026-02-06T12:31Z 12.3K followers, [----] engagements
"@WMangan1190 @BillAckman I was thinking UMG definitely needs to get the US listing done. Such an egregious compensation package certainly stands out among European peers - not so much in the US I guess 😉"
X Link 2026-02-06T13:18Z 12.3K followers, [---] engagements
"Universal Music trading below 20/share has caught my attention $UMG I've started working on a very thorough deep dive last week already. Let's see if I can get it finished and released next week. As always you can expect to receive one of the most thorough analyses you'll be able to get your hands on. https://twitter.com/i/web/status/2019801347898630410 https://twitter.com/i/web/status/2019801347898630410"
X Link 2026-02-06T15:52Z 12.4K followers, [----] engagements
"Big Tech is betting $5 trillion on the future of AI. Can $AMZN $GOOD $META and $MSFT deliver the returns theyre promising 🤔 This morning I dug into the numbers and asked myself: What kind of incremental profit growth is required for the math to make sense Dive into the full analysis 👇🏻 (link below) https://twitter.com/i/web/status/2020097220318503348 https://twitter.com/i/web/status/2020097220318503348"
X Link 2026-02-07T11:28Z 12.3K followers, [----] engagements
"Read it here: https://www.compoundwithrene.com/p/big-techs-5-trillion-ai-sinkhole https://www.compoundwithrene.com/p/big-techs-5-trillion-ai-sinkhole"
X Link 2026-02-07T11:28Z 12.3K followers, [---] engagements
"Amazon's stock CAGR'd at 5% over the last five years 👇🏻"
X Link 2026-02-07T14:50Z 12.4K followers, [----] engagements
"Daniel Loeb who's managing BILLIONS is asking a chatbot the question below and you anticipate the perception of software stocks to turn anytime this year Not a bet I'd want to take even though the actual disruption risk assessment requires a lot of nuance on a company-by-company basis. "Which companies is Anthropic capable of dislocating or disrupting" Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past week https://t.co/H3zEHmB9CE Dan Loeb hedged up using Claude. I asked Claude using his prompt. Did other PMs do similar things this past"
X Link 2026-02-08T16:41Z 12.3K followers, [----] engagements
""Most investors want the gains but not the discomfort that makes them possible. So they own a little bit of a lot of things and trade in and out too often. This feels rational because they are doing something" Not one in a thousand seriously plans and acts as one must to make a fortune. Thomas Phelps Investors dream of getting rich. They say the right things about being selective disciplined and having patience. But their portfolios and more importantly their behavior tell a Not one in a thousand seriously plans and acts as one must to make a fortune. Thomas Phelps Investors dream of getting"
X Link 2026-02-08T17:32Z 12.3K followers, [----] engagements
"Going through the hundreds of investing and business tweets I bookmarked this week 🔍. Im sharing the most insightful thought-provoking takes with you don't miss these A thread 🧵👇🏻"
X Link 2026-02-08T18:38Z 12.3K followers, [----] engagements
"#4 - Plugging in one of my own articles: https://x.com/ReneSellmann/status/2020455588291817979s=20 https://t.co/sN1sBpqbfJ https://x.com/ReneSellmann/status/2020455588291817979s=20 https://t.co/sN1sBpqbfJ"
X Link 2026-02-08T18:38Z 12.3K followers, [---] engagements
"#5 - Apparently only 2% of the MSCI ACWI ETF are categorized as software stocks (vs. semis representing 17%) https://x.com/CWRoehl/status/2020539570601754944s=20 Wie Software durch KI obsolet wird ist eine spannende Frage die fr den MSCI ACWI #ETF indes nur bedingt relevant ist: Nimmt man die Hyperscaler Microsoft und Oracle raus haben #Software-Aktien im Welt-Index nur noch 2% Anteil. Halbleiter und Hardware/Storage dagegen 17% https://t.co/pFgSONb2Ph https://x.com/CWRoehl/status/2020539570601754944s=20 Wie Software durch KI obsolet wird ist eine spannende Frage die fr den MSCI ACWI #ETF"
X Link 2026-02-08T18:38Z 12.3K followers, [---] engagements
"#11 - Do you remember this quote "But things are changing so fast that these assumptions will age terribly over a 12-18 month horizon even sooner." Here's a fitting chart: https://x.com/DutchInvestors/status/2019728044785561778s=20 To every investor that blindly jumps into $CSU $TOI and $CHG right now: How much do you really know about Artificial Intelligence (future) capabilities to disrupt Vertical Market Software businesses Asking yourself that question is utterly important. AI has resulted in https://t.co/oSeJnff4tR https://x.com/DutchInvestors/status/2019728044785561778s=20 To every"
X Link 2026-02-08T18:38Z 12.4K followers, [---] engagements
"#12 - If you've never heard of $WISE listen to this show (nothing new in it though): https://x.com/moneyflowinvest/status/2019190642883326101s=20 Hot off the press $WISE $WISE.l https://t.co/vdNYTC3srA https://x.com/moneyflowinvest/status/2019190642883326101s=20 Hot off the press $WISE $WISE.l https://t.co/vdNYTC3srA"
X Link 2026-02-08T18:38Z 12.4K followers, [---] engagements
"Definitely something to think about if youre considering investing in global consumer-facing American brands. "In surveys across Canada France Germany and Australia 30-50% of consumers now say they are actively less willing to purchase a product simply because it is American. Think about that. Being Americanonce the ultimate selling pointis now a liability." $AAPL $TSLA $SBUX https://t.co/rBEmrDUvLi https://t.co/rBEmrDUvLi"
X Link 2026-02-09T19:18Z 12.4K followers, [----] engagements
"Some thoughts on $INPST and what I'll do next. I'm still in the process of making up my mind regarding my InPost shares. For now I think I'll continue to hold my shares and here's why (I could change my mind on this any time): @jakubhajost made an interesting point in a private exchange. The gap to the [----] bid is "only" around 3%. So at first I was thinking that I should simply sell as I expect the deal to go through (not a high-conviction assumption though). But then again if the deal goes through early in H2 you're effectively guaranteed an annualized return of 7% - that's not too bad"
X Link 2026-02-10T08:56Z 12.4K followers, [----] engagements
"This is an interesting detail from the call on $INPST's take-private offer. InPost's CEO is effectively increasing his stake without any cash injection from his side it seems. I think I've been in the top 5% of my age cohort all my life in understanding the power of incentives and all my life I've underestimated it. - Munger I'm not sure I fully understand the "mathematical translation" - what exactly justifies the increase in his stake Is it that he supports the deal https://twitter.com/i/web/status/2021163286461403208 https://twitter.com/i/web/status/2021163286461403208"
X Link 2026-02-10T10:04Z 12.4K followers, [----] engagements
"I'll be fully honest. I did a deep dive and multiple follow-ups on Monday $MNDY and the stock seems incredibly cheap at 1.6x fwd sales & sub 1x PEG. BUT I have no confidence in correctly assessing the AI disruption risk for this business specifically"
X Link 2026-02-10T14:45Z 12.4K followers, [----] engagements
"8/BONUS: Shopify Inc. $SHOP 📈 Drawdown from peak: -30.38% 📈 Total return (10Y): 829.84% 📈 EV/S (LTM): 14.6x"
X Link 2026-02-10T15:06Z 12.4K followers, [----] engagements
"Lazy or ignorant. Most likely just clueless and overconfident You chose. Yellowbrick is spot on. The old-school value bros believe the market will eventually reward them but there is some amount of laziness/arrogance in believing that you can own [--] of the most well-known companies in the world and expect to outperform just because they trade at below market multiples. The old-school value bros believe the market will eventually reward them but there is some amount of laziness/arrogance in believing that you can own [--] of the most well-known companies in the world and expect to outperform"
X Link 2026-02-10T15:11Z 12.4K followers, [----] engagements
"If you had told me a year ago that in early [----] a small oil & gas / subsea equipment rental business and a Polish logistics company would be my two largest positions I might not have believed you"
X Link 2026-02-10T15:16Z 12.4K followers, [----] engagements
"@invest091 Let me rephrase: A long-term compounder business reached price levels that were unsustainable leading to a 5-year flat-return period. 15x sales and 40x earnings was simply too much for a 10% revenue per share CAGR in the subsequent years"
X Link 2026-02-10T16:08Z 12.4K followers, [----] engagements
"@wolfofharcourt @stonkmetal It will almost definitely go through I believe. So [---] is the floor. But given the timeline (no merger arbitrage expert here but a 2% gap seems very narrow given that you have to wait half a year) Id think the market may anticipate a counter offer"
X Link 2026-02-10T18:14Z 12.4K followers, [---] engagements
"@InbornTemper @wolfofharcourt @stonkmetal I shouldve been more clear: I was thinking of regulators approving the deal. In terms of reaching the 80% yes not so sure about that. really dont know"
X Link 2026-02-10T19:11Z 12.4K followers, [---] engagements
"You should read this. In terms of investing and Im not trying to be another permabear Ill reiterate that I see a scenario in which this could trigger a major selloff. If you believe only half of what Matt describes were about to enter a period of disruption never seen before. Maybe its best to go full passive I imagine well see some mind-blowing winners too. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"
X Link 2026-02-10T21:57Z 12.4K followers, [----] engagements
"So which signal do you place more emphasis on Accounting firms flagging financial engineering at $Meta Ackman buying $Meta cool so now $META is enron https://t.co/v30cIqdlMe cool so now $META is enron https://t.co/v30cIqdlMe"
X Link 2026-02-11T19:54Z 12.4K followers, [----] engagements
"After reading the viral piece on AI that most of you have probably read I paid close attention to how AI performed in my daily activities today. The takeaways: 1) I tried building an app with OpenAI's Codex for the first time. I only spent [--] minutes on it because I was short on time but I'll give it another shot on Monday. I was unsuccessful. 2) Today was one of those days where ChatGPT was clearly trying to drive me mad. And I mean MAAAD The response quality was sometimes outright terrible certainly worse than previous responses I received using the same model. It also referenced past chats"
X Link 2026-02-11T20:12Z 12.4K followers, [----] engagements
"Computer Modelling Group is down 17% today. It's also down significantly over the past twelve months. So of course any coverage on FinX & co. completely died. $CMG.TO So let me give you an update: The results were bad. REAL bad. And the stock is probably rightfully down despite already being A LOT. The screenshot below says it all. Of course there are attempts to explain them read the accompanying letter if you need some copium which to be fair straightforwardly acknowledges the lackluster results. But it still feels like management is sugarcoating things and the numbers are just not that"
X Link 2026-02-11T20:21Z 12.4K followers, [----] engagements
"@OverlookedAlpha Lost one major client in Q1 which obviously affects subsequent quarters. Acquisitions are fully showing in results (so no inorganic growth contribution anymore). Management cited industry sentiment. Probably also losing other business to competition too to some extent"
X Link 2026-02-11T21:46Z 12.4K followers, [---] engagements
"What do you call a stock thats down 90% A stock that was down 80% and then got cut in half. - David Einhorn $DUOL soon"
X Link 2026-02-11T21:50Z 12.4K followers, [----] engagements
"Where was Ackman when $Meta traded sub $200/share Bill Ackman just added Meta Platforms. Based on where he initiated the position he likely bought between 26x to 33x earnings. $META https://t.co/4zoFdaK9xc Bill Ackman just added Meta Platforms. Based on where he initiated the position he likely bought between 26x to 33x earnings. $META https://t.co/4zoFdaK9xc"
X Link 2026-02-11T21:58Z 12.4K followers, [----] engagements
"Adyen down -17.8% this morning after reporting earnings. Still 50% above the late-2023 bottom but might be worth taking a closer look soon. $ADYEN"
X Link 2026-02-12T09:00Z 12.4K followers, [----] engagements
"If you're looking at Ackman's portfolio to find investing ideas you're doing it wrong btw. $META $AMZN I'm also attaching a comment I made in the intro to my [--] ideas for [----] post which goes in a similar direction: I wrote a long piece on intelligent cloning in [----] a few weeks ago: https://t.co/HCOueP0nId I wrote a long piece on intelligent cloning in [----] a few weeks ago: https://t.co/HCOueP0nId"
X Link 2026-02-12T10:27Z 12.4K followers, [----] engagements
"PayPal down to 7.4x NTM earnings. Be humble or be humbled. I'm sure it's incredibly tempting for many investors. I don't even know at what price I'd force myself to take another hard look at $PYPL. Not touching this falling knife and business with an inferior value proposition for now. Could've gotten too cheap already though just not my cup of tea. https://twitter.com/i/web/status/2021960321553052157 https://twitter.com/i/web/status/2021960321553052157"
X Link 2026-02-12T14:51Z 12.4K followers, [----] engagements
"I just published a comprehensive portfolio update on the blog: ✅ Why I sold one stock despite a cheap valuation ✅ Detailed updates on Wise & InPost after their latest results ✅ What to make of Ashtead Technologys high short interest ✅ Three stocks I added to this week Read it here (link below): https://twitter.com/i/web/status/1987507781524414858 https://twitter.com/i/web/status/1987507781524414858"
X Link 2025-11-09T13:09Z 12.4K followers, [----] engagements
"At this point it feels like a ridiculous game of who can burn through the most cash. $Meta $GOOG and $AMZN are all in a race to outspend each other on capex. Meta started the capex race with a $115B$135B guide for [----] (above the estimate). Google followed with $175B$185B (well above $120B estimates). And now Amazon is aiming for $200B (vs. $146B estimate). Whats going on To put that in perspective thats more than the entire GDP of many fairly big countries. https://twitter.com/i/web/status/2019525962816258506 https://twitter.com/i/web/status/2019525962816258506"
X Link 2026-02-05T21:38Z 12.4K followers, [----] engagements
"You have to respect the honest acknowledgement of the threat. I saw a couple of quotes from CEOs from earnings calls on this platform these days and these comments were seen as evidence that the AI disruption risk is exaggerated. It probably is but I wouldn't base my judgment based on someone's opinion whose whole identity is built on being a software entrepreneur. I doubt his/her judgment isn't highly clouded. Never ask a barber if you need a haircut. This is the first major SaaS company to explicitly flag AI agents as a competitive threat on an earnings call. h/t @samantha_subin"
X Link 2026-02-10T07:55Z 12.4K followers, [----] engagements
"4/ Super Micro Computer Inc. (SMCI) Drawdown from peak: -71.78% Total return (10Y): 502.17% EV/S (LTM): 0.8x"
X Link 2026-02-10T15:05Z 12.4K followers, [----] engagements
"Thanks for sharing. I haven't studied $SPGI deeply so my comments should be taken with a grain of salt and are just my high-level perspective. That's the beauty of investing isn't it Something that might not immediately strike one as "attractively valued" could be deeply misvalued if you dig a little deeper and understand the nuances that may be required to properly value the business. https://twitter.com/i/web/status/2021266804463542479 https://twitter.com/i/web/status/2021266804463542479"
X Link 2026-02-10T16:55Z 12.4K followers, [---] engagements
"From a personal point of view the only positive here could be that other governments could learn from this and will not pass similarly short-sighted policies Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill compounding effects & trigger a wealth exodus of biblical proportions. But they'll pass it anyway. Can't fix stupid. Sad day in NL the Dutch government is expected to pass a bill introducing a 36% tax on unrealized capital gains. This will destroy long-term strategies kill"
X Link 2026-02-12T14:53Z 12.4K followers, [----] engagements
"A key takeaway from a UBS research piece: buy-and-hold beats trying to time the market every time. In [----] an investor who put $100 in the S&P [---] and held onto it without trying to time corrections would had $43132 [--] years later. On the other hand an investor who waited for a 10% market correction before buying back after selling at all-time highs would only goten to $534. That's a significant difference around [--] times less wealth This highlights the challenge of trying to "buy the dip" while waiting for market corrections. The reality Most () investors are better off sticking to a"
X Link 2026-02-12T15:17Z 12.4K followers, [----] engagements
"Terrifying. NETHERLANDS HOUSE PASSES 36% TAX ON UNREALIZED GAINS As expected the Dutch House of Representatives has approved a 36% tax on unrealized capital gains with only forward loss offsets permitted. The proposal now moves to the Senate where parties that supported the bill also NETHERLANDS HOUSE PASSES 36% TAX ON UNREALIZED GAINS As expected the Dutch House of Representatives has approved a 36% tax on unrealized capital gains with only forward loss offsets permitted. The proposal now moves to the Senate where parties that supported the bill also"
X Link 2026-02-12T21:02Z 12.4K followers, [----] engagements
"#4 The Italian Sea Group 3.47% $TISG Luxury (yacht) play; iconic brands; founder-led; recession resistant; margin expansion; tailwinds due to the growth in the number of the high-net-worth individual; refit services business for its own and third-party boats; trading 10x EBIT"
X Link 2024-04-26T10:43Z 12.4K followers, [----] engagements
"If you haven't read my $TIGR deep dive or any of the other deep dives I shared this year for instance $NVO (free) $ZAL $MNDY (free) $CMG (free) $DOCN $AT $EDEN $NATH $BKHT $1INN + strategic stock commentary on stocks like $EVO $WIX $WISE $GOOG etc. make sure to check out my blog and the pricing discount available for [--] more days. Here's a very kind feedback I received today: https://twitter.com/i/web/status/1971923878302961830 https://twitter.com/i/web/status/1971923878302961830"
X Link 2025-09-27T13:04Z 12.4K followers, [----] engagements
"Portfolio composition as of today 👇🏻 $WISE $IBKR $AT.L $BKHT $ZAL $TIGR $CMG.TO $EVO $EDEN $215A You can find deep dives and/or strategic stock commentary on all of the names on my blog"
X Link 2025-10-09T17:09Z 12.4K followers, [----] engagements
"This [----] Nick Sleep Costco write-up is a masterclass in thinking like a business owner: Sacrifice margins. Earn trust. Let compounding do the rest. What company today feels like the $COST of the next decade"
X Link 2025-12-22T13:45Z 12.4K followers, 51.5K engagements
"Today I learned about Rightmove plc $RMV and immediately put it on my watchlist. @PhilippHaas_ir talked about it on his (German) YT channel. A company posting 50% net income margins down 30% over just 3-4 months (due to AI investments) now trading at a high-teens earnings multiple . yeah you have my interest You might've never heard of Rightmove but you are most certainly familiar with a local peers a local online real estate marketplace like ImmobilienScout24 in ; Zillow in the realestate(dot)com in . I love platform businesses due to their defensible and winner-takes-all/most nature."
X Link 2025-12-29T19:23Z 12.4K followers, 14.4K engagements
"$WISE is too cheap Change my mind"
X Link 2026-01-05T16:29Z 12.4K followers, 11.1K engagements
"While Monday(.)com's revenue is up 7.5x over the last [----] years revenue per share "only" compounded at a rate of roughly 11.9% - $MNDY"
X Link 2026-01-17T17:09Z 12.4K followers, 17.1K engagements
"Wise executing slow and steady plot twist: its not that slow (stock up 10% this morning) $WISE 📈 11m active customers served this quarter Launched Wise Travel Card in India 75000+ on waitlist in one month First non-bank to launch Google Pay in the Philippines Conditional licence approval in South Africa Wises first in Africa Live integration with Japans Zengin system now [--] direct domestic integrations ⚡ 74% of payments now instant +9pp YoY; strong Q3 keeps Wise on track for H1 [----] US dual listing https://twitter.com/i/web/status/2013526136127438904"
X Link 2026-01-20T08:16Z 12.4K followers, [----] engagements
"We just wrapped up recording and it was a blast. Is there a better way to start your weekend than talking stocks for [--] hours with a fellow stock geek 😉 We covered $WISE $BKHT $CSU $BRK and many more stocks. I'll be sitting down with @abrowninvesting for a podcast episode this coming Saturday (roughly one year after his first appearance). If you want us to address specific topics or have questions let us know 👇🏻 I'll be sitting down with @abrowninvesting for a podcast episode this coming Saturday (roughly one year after his first appearance). If you want us to address specific topics or"
X Link 2026-01-24T10:13Z 12.4K followers, [----] engagements
"SaaSMageddon CSU almost buying Wise and a passion stock. I sat down with @abrowninvesting this morning and we recorded a podcast. Topics we covered 👇 Why he invested in $CSU after five years of waiting The psychology of almost buying $Wise How Andrew distinguishes good ideas from big bets His current passion stock Lessons from $BKHT . and more Link below. https://twitter.com/i/web/status/2015098136557928725 https://twitter.com/i/web/status/2015098136557928725"
X Link 2026-01-24T16:23Z 12.4K followers, [----] engagements
"I cleaned up my blog recently. I released over [--] deep dives already. Here's an overview of the most recent analyses I published since August: $NVO $CMG.TO $MNDY $WIX $TIGR $EDEN $NATH $DUOL $215A $INPST $WISE $FEVR $HFG $TRN $UBER"
X Link 2026-01-31T15:51Z 12.4K followers, [----] engagements
"You guys will hate me for saying this and its not a high confidence call and I have no skin in the game here but Topicus could totally go to C$60 $toi.v Its the perfect storm: ✅ SaaSmaggedon ✅ indiscriminate selling in software ✅ technically the chart looks broken already; outright collapse / puke; no major well-established support ✅ valuation doesnt look obviously stupid cheap yet (I know it may be but in such moments the market sometimes stops caring about sophisticated valuation models; 20% growth is treated as an uncertainty); why would it not go to 12x ✅ the market hates overly complex"
X Link 2026-02-03T20:40Z 12.4K followers, 12.3K engagements
"Retweeting the post below because Nick Sleep so perfectly describes what is happening at $INPST. Long-term investors should be very disappointed. From my perspective the board isn't doing its job here. I was wondering whether @RBrzoska is even increasing his stake fom 13% to 16% as part of this transaction Part of the appeal of betting on founder-led businesses is that they should in theory protect the interests of long-term investors. Maybe Amazon can be shareholders' savior and throw in a competing offer (will not happen .) These passages from one of Nick Sleeps letters have to make you"
X Link 2026-02-09T11:56Z 12.4K followers, [----] engagements
"2/ ServiceNow Inc. $NOW 📈 Drawdown from peak: -54.05% 📈 Total return (10Y): 977.87% 📈 EV/S (LTM): 7.9x"
X Link 2026-02-10T15:05Z 12.4K followers, [----] engagements
"3/ Axon Enterprise Inc. $AXON 📈 Drawdown from peak: -49.46% 📈 Total return (10Y): 2801.46% 📈 EV/S (LTM): 13.8x"
X Link 2026-02-10T15:05Z 12.4K followers, [----] engagements
"Some stocks are so obscure that they are completely unaffected by broader market trends. Software company Zalaris ($ZAL) is just shrugging off the software selloff"
X Link 2026-02-11T22:06Z 12.4K followers, [---] engagements
"We live in a meme world. An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T07:28Z 12.4K followers, [----] engagements
"@11_alv That wasnt my point to be clear. Im not a believer in the concept of forever-holds as appealing as the idea is. Google is a good example here actually. Sentiment seems through the roof to me right now"
X Link 2026-02-14T15:12Z 12.4K followers, [--] engagements
"In a @CNBC interview Novo Nordisk CEO Mike Doustdar $NVO recently provided an in-depth look at the companys [----] strategy addressing the "unprecedented" pricing pressures and the aggressive rollout of the oral Wegovy pill. Despite a mixed outlook for investors the message from the top remains focused on volume growth and clinical differentiation. A quick thread 🧵👇🏻 https://twitter.com/i/web/status/2022593262217748760 https://twitter.com/i/web/status/2022593262217748760"
X Link 2026-02-14T08:46Z 12.4K followers, [----] engagements
"@fifteenCAGR And always verify track sentiment and then possibly decide to HODL"
X Link 2026-02-14T15:52Z 12.4K followers, [--] engagements
"@dcurras1 I truly dont understand why you would reconsider your NL-weightings based on the tax changes as a foreign investor. The tweet you referenced didnt make much sense to me. Mind enlightening me"
X Link 2026-02-14T20:39Z 12.4K followers, [---] engagements
"I just published my "26 Stock Ideas for 2026" report. Not another uninspired buy Amazon & Visa list. A global hunting ground of unloved misunderstood or ignored businesses where expectations are low and outcomes dont need to be perfect. [-----] words. One idea could transform the performance of your portfolio next year (link below 👇🏻)"
X Link 2025-12-22T15:15Z 12.4K followers, 25.2K engagements
"If you want to dive into Novo Nordisk $NVO after the most recent sell-off (on top of the declines since 2024) I got your back. Four write-ups it total 👇🏻"
X Link 2026-02-07T14:39Z 12.4K followers, [----] engagements
"@sequentanalyst That's pretty brutal. Computer Modelling Group performed terribly too (down 55% over one year). But then again it's the stock market and only one year"
X Link 2026-02-13T09:08Z 12.4K followers, [----] engagements
"My follower count on the blogging platform got cut in half overnight and its impossible to get in touch with an actual human being working at Substack. What should I do Any tips @MikeFritzell will love to see this 😁"
X Link 2026-02-13T11:18Z 12.4K followers, [----] engagements
"You get the shareholder base you deserve btw. An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn An overview of our Q4 and full year [----] financial results. With something extra to keep you focused. https://t.co/LehRsH1Yjn"
X Link 2026-02-13T19:29Z 12.4K followers, [----] engagements
"I mean they collectively just guided for CapEx WAY above expectations"
X Link 2026-02-14T10:54Z 12.4K followers, [----] engagements
"They can probably post good results and the stock will still drop 🤷🏼♂ $TOI.V to release its Q4 [----] results on Feb [--] [----] All eyes on organic growth. $TOI.V to release its Q4 [----] results on Feb [--] [----] All eyes on organic growth"
X Link 2026-02-14T10:55Z 12.4K followers, [----] engagements
"@dcurras1 What % of the $ASML shareholder base is Dutch I imagine it's a pretty small number"
X Link 2026-02-15T08:47Z 12.4K followers, [--] engagements
"Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $500 in [----] a 3571% gain from its debut price of $14 per share in [----]. Today $Paycoms stock is down 74% from that peak and now trading in the $140 range. In this thread Ill explore a) the stock & business performance of Paycom b) the factors behind Paycoms stock decline and c) Paycoms business model. https://twitter.com/i/web/status/1808168236862558312 https://twitter.com/i/web/status/1808168236862558312"
X Link 2024-07-02T15:57Z 12.4K followers, 139K engagements
"Heres why Paycom Software $PAYC is an above-average business that is currently trading for a below-market multiple https://twitter.com/i/web/status/1808888728384892938 https://twitter.com/i/web/status/1808888728384892938"
X Link 2024-07-04T15:40Z 12.4K followers, 44.2K engagements
"Novo Nordisk is down 58% its worst drop ever $NVO. But under the hood Its still a cash-printing innovation-driven machine. A deep dive into the worlds obesity drug juggernaut 🧵"
X Link 2025-04-24T09:47Z 12.4K followers, 57.1K engagements
"What happens when a hyper-growth compounder decides to slow down almost on purpose Evolution Gamings Q1 results shocked the market. $EVO But this wasnt just a miss it was a strategy shift. Lets talk about short-term friction long-term strategy and why this moment matters 🧵"
X Link 2025-05-11T16:25Z 12.4K followers, 136.6K engagements
"It seems like Mister Spex $MRX is "un-fixable". I haven't been following the company closely. I just noticed that the CEO stepped down last year. Thoughts on the new management team Just judging by the stock chart it seems like the new team hasn't been able to turn things around and generate actual cash profits https://twitter.com/i/web/status/2007517132834386157 https://twitter.com/i/web/status/2007517132834386157"
X Link 2026-01-03T18:19Z 12.4K followers, [----] engagements
"From a technical analysis point of view theres more downside now in $WISE Id think. If we go lower here we might go significantly lower and retest the [----] lows. Whats your read here"
X Link 2026-01-13T14:21Z 12.4K followers, [----] engagements
"Just built an equal-weight basket of some well-known software stocks and what should I say . something broke in July [----]. $ADP $CRW $CDNS $SHOP $WIX $SNOW $CSU $DOCU $CRM $DUOL $DDOD $MNDY $ADSK $ADBE $HUBS $INTU $TEAM $SHOP"
X Link 2026-01-14T20:52Z 12.4K followers, [----] engagements
"This statistic blew me away: According to Durable Capital 80-90% of the institutional trading that takes place when a company reports earnings is now driven by pod shops such as Citadel or Point72 that incentivize investors on one-to-three-month time horizons or quant firms whose trading algorithms may not be based on fundamental analysis. (Akre Capital) I've said it before: investing may be one of the rare fields thats actually becoming LESS () competitive over time (at least for long-term investors). https://twitter.com/i/web/status/2013281367820255732"
X Link 2026-01-19T16:04Z 12.4K followers, 176.8K engagements
"Adidas AG $ADS is down 21.5% over the last [--] months. Are you interested"
X Link 2026-01-21T15:20Z 12.4K followers, [----] engagements
"One year round-trip for $NTDOY"
X Link 2026-01-23T08:45Z 12.4K followers, [----] engagements
"I didnt realise Adidas $ADS traded at 1x sales for the majority of its history as a public company"
X Link 2026-01-26T20:22Z 12.4K followers, [----] engagements
"Nintendo in a -37% drawdwin $NTDOY"
X Link 2026-02-04T11:53Z 12.4K followers, [----] engagements
"Novo Nordisk is currently fighting at multiple fronts simultaneously. And its stock reflects that current max drawdown: 69%. With increasing competition pricing pressures a complicated geopolitical backdrop regulatory uncertainty when it comes to compounders plus guidance for a 513% decline in revenue and profit can the pharma giant still lead the GLP-1 market Check out my deep dive into the current challenges facing $NVO 👇 (link below) https://twitter.com/i/web/status/2019486959731880311 https://twitter.com/i/web/status/2019486959731880311"
X Link 2026-02-05T19:03Z 12.4K followers, [----] engagements
"http://x.com/i/article/2019700033365372928 http://x.com/i/article/2019700033365372928"
X Link 2026-02-06T10:41Z 12.4K followers, 54.4K engagements
"Novo Nordisk $NVO is essentially fighting a battle on various fronts: Political and pricing pressures: The U.S. governments push for lower drug prices is hurting Novos profitability. The Most Favored Nation deal and other pricing constraints are putting immense pressure on Novos margins. Additionally the geopolitical tensions between the U.S. and Denmark particularly stemming from the Greenland dispute may influence the U.S. administrations handling of regulatory actions creating uncertainty in how aggressively compounding alternatives are addressed. Legal challenges: The rise of the"
X Link 2026-02-06T11:05Z 12.4K followers, [----] engagements
"Do you have any data on this Stefan As for what % of options are actually exercised I actually think subtracting all of the reported SBC is a good proxy. Maybe you're a little more conservative than needed but that's fine with me. Especially in US tech management teams are also aiming to buyback roughly the amount of shares required to offset dilution. Here it becomes most obvious why SBC carries a real cost. You could even make the point that reported SBC is understating the actual cost. I think that's especially true if you are interested in a stock and believe it is undervalued and thus"
X Link 2026-02-07T11:39Z 12.4K followers, [----] engagements
"S&P Global seems to be another broken compounder stock. Now flat over [---] years. Let me repeat: Zero returns over more than half a decade. $SPGI"
X Link 2026-02-10T14:42Z 12.4K followers, 18.5K engagements
"A thread on [--] long-term compounder stocks that have taken a major hit recently 👇🏻 1/ Constellation Software Inc. $CSU 📈 Drawdown from peak: -52.19% 📈 Total return (10Y): 509.97% 📈 EV/S (LTM): 3.8x"
X Link 2026-02-10T15:05Z 12.4K followers, 12.1K engagements
"5/ Veeva Systems Inc. $VEEV 📈 Drawdown from peak: -45.36% 📈 Total return (10Y): 1346.24% 📈 EV/S (LTM): 7.9x"
X Link 2026-02-10T15:05Z 12.4K followers, [----] engagements
"6/ Netflix Inc. $NFLX 📈 Drawdown from peak: -37.43% 📈 Total return (10Y): 848.37% 📈 EV/S (LTM): 8.0x"
X Link 2026-02-10T15:06Z 12.4K followers, [----] engagements
"7/ Fair Isaac Corporation $FICO 📈 Drawdown from peak: -43.96% 📈 Total return (10Y): 1364.85% 📈 EV/S (LTM): 17.0x"
X Link 2026-02-10T15:06Z 12.4K followers, [----] engagements
"Monday down -50% in just one month. Brutal. $MNDY"
X Link 2026-02-12T14:46Z 12.4K followers, [----] engagements
"Netflix has been one of the best-performing stocks over the last ten years - How Investing returns simplified 👇🏻 The approach: Topline growth x multiple expansion x impact from share buybacks. $NFLX last [--] years: ✅ P/S went from 5.6x to 7.1x (1.3x) ✅ Revenues: $6.78B to $45.18B (6.7x) ✅ Share buybacks: 0.15% CAGR contribution (1.01x) Total return: 1.3x x 6.7x x [----] = 8.6x A CAGR of roughly 27% over ten years https://twitter.com/i/web/status/2022247431438778787 https://twitter.com/i/web/status/2022247431438778787"
X Link 2026-02-13T09:52Z 12.4K followers, [----] engagements
"The Volume vs. Price Trade-off in [----] While Novo Nordisk is projecting negative sales growth for [----] due to pricing headwinds the longer term strategy is to compensate through sheer scale. Doustdar notes that while the financial "headwinds" are real the reach of the business is expanding. "We have for a while now been speaking that [----] will be a different year. its also a year of growth in many ways. We will have more patients this year than ever before. We will produce more than last year and years before that." https://twitter.com/i/web/status/2022593264935743818"
X Link 2026-02-14T08:46Z 12.4K followers, [---] engagements
"Topicus' stock now trades well below $C100/share and is getting close to its biggest drawdown (-55% from a previous high in 2022). $TOI C$60/share next So C$100/share is the magic number for Topicus Lets see if seller can push it below this threshold. $toi https://t.co/sq8BKKFviI So C$100/share is the magic number for Topicus Lets see if seller can push it below this threshold. $toi https://t.co/sq8BKKFviI"
X Link 2026-02-12T14:44Z 12.4K followers, [----] engagements
"I think Ive made up my mind. After covering $UMG I'll dig into Topicus $TOI.V. I have to say that I'm somewhat intimidated by the complexity of this task as I know that $TOI's overall structure and accounting is PRETTY complex and it's easy to make mistakes. Let's hope the downtrend continues so I have plenty of time for the project"
X Link 2026-02-12T17:50Z 12.4K followers, [----] engagements
"Wild statistic. $IBKR and $TIGR seem to move up +/- 5% on a daily basis these days and with both positions approaching the 20% weight I'm more than used to these daily swings. Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have"
X Link 2026-02-13T11:03Z 12.4K followers, [----] engagements
"Has Edenred found its bottom $EDEN.PA"
X Link 2026-02-13T14:08Z 12.4K followers, [----] engagements
"Targeting the Competition and "Mass Compounders" Addressing the 60/40 market share split currently favoring Eli Lilly Doustdar plans to shift the narrative toward "dose-equivalent" comparisons. He argues that Novos upcoming higher-dose formulations will bridge the efficacy gap while offering additional health benefits. "Novo Nordisk product has some cardio protection liver protection and kidney protection. Maybe some people will say that's an extra freebie." Furthermore Novo is taking a hard line against compounding pharmacies having recently filed over [---] lawsuits. Doustdar specifically"
X Link 2026-02-14T08:46Z 12.4K followers, [---] engagements
"I think one of the biggest mistakes those who invested in $Meta during the [----] drawdown made is selling at $200 or $300 "locking in" a nice gain but missing out on significant further upside "No one ever went broke taking a profit" is a classic investment adage but I believe its terrible advice. Not only was Meta still materially undervalued at $250 the stock also had tremendous momentum. This perfectly explains just how challenging investing is. A probabilistic domain where skill alone doesn't govern outcomes randomness (luck) does too. That is precisely why the frequency of wins is NOT as"
X Link 2026-02-14T10:38Z 12.4K followers, [----] engagements
"@AlphaBourse_ To be fair I'm less certain about Excel still being used [--] years from now"
X Link 2026-02-14T16:15Z 12.4K followers, [----] engagements
"Show this to your Dutch politicians. The great Charlie Munger would likely turn in his grave if he heard about a 36% tax on unrealized gains. In the paragraphs below he beautifully illustrates how taxes kill returns. His main point was that frequent selling can be a major drag on your returns. What he didn't anticipate I believe is that any government could be short-sighted enough to FORCE citizens to sell by taxing UNREALIZED profits. https://twitter.com/i/web/status/2022967295820042294 https://twitter.com/i/web/status/2022967295820042294"
X Link 2026-02-15T09:32Z 12.4K followers, [---] engagements
"I just published my "26 Stock Ideas for 2026" report. Not another uninspired buy Amazon & Visa list. A global hunting ground of unloved misunderstood or ignored businesses where expectations are low and outcomes dont need to be perfect. [-----] words. One idea could transform the performance of your portfolio next year (link below 👇🏻)"
X Link 2025-12-22T15:15Z 12.4K followers, 25.2K engagements
"An awesome "research toolkit" by @SteadyCompound"
X Link 2024-09-25T15:03Z 12.4K followers, 224.1K engagements
"Crazy stat by $IBKR CEO Thomas Peterffy: The Magnificent [--] represent over 70% of the trading volumes on the platform"
X Link 2024-12-12T21:30Z 12.4K followers, 291.8K engagements
"Joel Greenblatt co-authored this fantastic essay: "How the small investor can beat the market""
X Link 2024-11-09T19:23Z 12.4K followers, 142.6K engagements
"Michael Mauboussins moat checklist (@mjmauboussin):"
X Link 2024-10-09T13:41Z 12.4K followers, 165.3K engagements
"Jim Chanos legendary short seller recently dropped a masterclass on todays market risks. From the golden age of fraud to why there are clear signs of the market reaching a top his insights are a must-read. Here are [--] key lessons from his latest Bloomberg interview 🧵👇"
X Link 2025-03-15T12:47Z 12.4K followers, 130.3K engagements
"Chuck Akre on why people keep interrupting the compounding process 👇"
X Link 2024-07-15T16:22Z 12.4K followers, 115.7K engagements
"What happens when a hyper-growth compounder decides to slow down almost on purpose Evolution Gamings Q1 results shocked the market. $EVO But this wasnt just a miss it was a strategy shift. Lets talk about short-term friction long-term strategy and why this moment matters 🧵"
X Link 2025-05-11T16:25Z 12.4K followers, 136.6K engagements
"Four investor letters worth your time: 1) Dave Water's Q4 letter: https://x.com/evfcfaddict/status/1883137617795162483 Dave Waters @alluvialcapital Q4 letter is out: https://t.co/gvQRNrjIKX https://x.com/evfcfaddict/status/1883137617795162483 Dave Waters @alluvialcapital Q4 letter is out: https://t.co/gvQRNrjIKX"
X Link 2025-01-28T16:05Z 12.4K followers, 181.1K engagements
"Dave Waters @alluvialcapital Q4 letter is out: https://alluvialcapital.com/wp-content/uploads/2025/01/Alluvial-Capital-Management-Q4-2024-Letter-to-Partners.pdf https://alluvialcapital.com/wp-content/uploads/2025/01/Alluvial-Capital-Management-Q4-2024-Letter-to-Partners.pdf"
X Link 2025-01-25T12:59Z 16.8K followers, 206.9K engagements
"Expect many other quality businesses to trade at "unthinkable" valuations over a ten year timeframe. If your valuation model assumes a 30-40x exit multiple youre doing something wrong. Novo Nordisk at a [----] P/E Unthinkable just six months ago. What a shift. Discl: long $NVO https://t.co/5Q0cqB5DIW Novo Nordisk at a [----] P/E Unthinkable just six months ago. What a shift. Discl: long $NVO https://t.co/5Q0cqB5DIW"
X Link 2025-04-19T09:28Z 12.4K followers, 105.4K engagements
"Novo Nordisk at a [----] P/E Unthinkable just six months ago. What a shift. Discl: long $NVO"
X Link 2025-04-19T05:30Z 30K followers, 251K engagements
"I recently stumbled upon a document titled The Art of Stock Picking by Charlie Munger. Ive read this document more than 5x this year alone and each time Ive come across a new mental model that changed the way I look at investing. Here are ten of Mungers big ideas 👇"
X Link 2024-06-30T12:14Z 12.4K followers, 148.5K engagements
"CAN PAYPAL'S STOCK DOUBLE PayPals stock $PYPL is down 81% from its peak in [----] and many investors here on Twitter are bullish on the stock claiming its the best opportunity since $META traded below $100/share. But how realistic is it for PayPals stock to double A short thread (including two conservative valuation attempts). First of all let's start with a quick thought experiment: if someone would guarantee you that if you bought stock XYZ today it would double at some point in the future would you take this offer My answer would be It depends It would depend on how quickly the stock would"
X Link 2023-09-29T19:15Z 12.4K followers, 131.2K engagements
"Novo Nordisk is down 58% its worst drop ever $NVO. But under the hood Its still a cash-printing innovation-driven machine. A deep dive into the worlds obesity drug juggernaut 🧵"
X Link 2025-04-24T09:47Z 12.4K followers, 57.1K engagements
"Lynch's lucky/unlucky study updated for [--] years 1991-2020 👇 "Starting in [----] if you invested at the peak of the market in each year your annual return was 10.6%. If you timed the market perfectly invested at the low point of each year your return was 11.7%. The difference between great timing and lousy timing was only 1.1%." - Peter Lynch"
X Link 2024-01-11T19:42Z 12.4K followers, 127.9K engagements
"Lululemon $LULU is trading at a cheap valuation multiple compared to its historical valuation. If you invested in $LULU almost [--] years ago you actually lost money despite stellar revenue and EPS growth. I recently covered the stock in a video. Here is a collection of some interesting charts and data points I shared in it 👇"
X Link 2024-04-16T14:47Z 12.4K followers, 153.5K engagements
"15 fantastic 100-baggers visualized 👇🏻 H/t: @Quartr_App"
X Link 2024-11-18T15:30Z 12.4K followers, 52.7K engagements
"Matthew Peterson's full $BABA investment pitch can be found below (@MattPetersonCFA): "For under $200 billion this firm can be purchased today. We expect the cash and investment portfolio alone to be worth this sum by the end of the decade.""
X Link 2024-06-20T15:12Z 12.4K followers, 73.2K engagements
"Buffett accumulated 99% of his wealth after age [--]. Play the long game - it allows you to compound results"
X Link 2024-02-19T16:20Z 12.2K followers, 52.2K engagements
"Yesterday my friend Andrew was sending me some amazing research work hed done on whether deep value or compounder stocks should be considered more attractive Let me summarize his work and a few of his major takeaways: Essentially Andrew set out to assess the impact of changes in valuation multiples on your near- mid- and long-term returns and created a visual that may surprise some of you He starts by asking a question: Which business would you rather buy: A) A business that compounds at 4% but that is trading at a very low multiple (below 10x earnings) or B) A great business that compounds"
X Link 2024-01-10T16:41Z 12.4K followers, 113.2K engagements
"Compounding starts slowly but gets more and more crazy over time"
X Link 2024-06-18T08:53Z 12.4K followers, 73.1K engagements
"Franois Rochon is one of the best quality investors in the world. He is the founder of Giverny Capital and compounded investors capital at a rate of 15.7% annually (vs. 9.9% for S&P). Five years ago he gave a talk at Google. Here are five takeaways from his presentation that will make you a better investor today (PS: Dont miss the stock selection process that Rochon shared and will be revealed later in this thread)"
X Link 2023-10-17T14:57Z 12.4K followers, 114.8K engagements
"Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $500 in [----] a 3571% gain from its debut price of $14 per share in [----]. Today $Paycoms stock is down 74% from that peak and now trading in the $140 range. In this thread Ill explore a) the stock & business performance of Paycom b) the factors behind Paycoms stock decline and c) Paycoms business model. https://twitter.com/i/web/status/1808168236862558312 https://twitter.com/i/web/status/1808168236862558312"
X Link 2024-07-02T15:57Z 12.4K followers, 139K engagements
"In Howard Marks [----] memo "Selling Out" Howard asks his son if he should sell after big gains. His son replies: ✅ Im a long-term investor not a trader. ✅ Great compounders are too rare to sell just because theyre up. ✅ Id only sell if the fundamentals change or if theres something better. One of the best illustrations of conviction short-term noise Ive seen. Read the full excerpt below"
X Link 2025-09-29T11:16Z 12.4K followers, 57.9K engagements
"Heres an alternative approach to value PayPals stock $PYPL (Spoiler: the stock does look somewhat enticing at the current level) With PayPals stock experiencing a catastrophic 81% decline from its [----] peak I recently shared a 5-year exit multiple valuation approach and some people rightly pointed out that this method does not consider the impact of buybacks. In fact $PYPLs management has been fairly open about its intention to use the majority of the FCF generated by PayPal to buy back $PYPLs stock. For example PayPal Acting Chief Financial Officer Gabrielle Rabinovitch said the following at"
X Link 2023-10-05T15:18Z 12.4K followers, 115.3K engagements
"For those smart fellas projecting that Celsius $CELH can easily grow at a rate of 15% or more over the next ten years (H/t @chriswmayer):"
X Link 2024-10-02T14:43Z 12.4K followers, 56K engagements
"Mohnish Pabrai on the "Magic of Buybacks" 👇 Do you own any "share cannibals""
X Link 2024-06-18T18:17Z 12.4K followers, 63.9K engagements
"Ulta Beauty is THE leading beauty retailer in the US and its stock is tumbling down 32% since its March [----] peak. Hence $ULTA is trading at a historically low valuation In this thread Ill give you a brief overview of the business (1) analyze Ultas moat (2) share my valuation work on $ULTA (3) and highlight some key risks (4)"
X Link 2024-06-23T14:35Z 12.4K followers, 89.6K engagements
"Another remarkable comment:"
X Link 2024-12-12T21:34Z 12.4K followers, 69.9K engagements
"Very few investors understand the relationship between AND the importance of reinvestment rates the return earned on reinvestments and the resulting growth once you combine the two. @long_equity created a fantastic matrix to visualize the sweet spot investors should seek out (high ROIC coupled with high reinvestment rates resulting in high growth)"
X Link 2024-10-12T16:10Z 12.4K followers, 43.3K engagements
"That's quite a drawdown for Interactive Brokers' stock $IBKR; -31% in just under a month"
X Link 2025-03-13T16:29Z 12.4K followers, 39.1K engagements
"Nothing to add"
X Link 2023-12-04T21:03Z 12.4K followers, 25.5K engagements
"Ive lost count of how many times Ive seen retail investors "double down on Novo Nordisk $NVO - at $120 at $100 $75 $65 and now again. Every time the reasoning is painfully shallow. Case in point (see screenshot below): Translation: I just more than doubled my position in Novo Nordisk. A company with a P/E below [--] and an EBIT margin of nearly 50% is a bargain. But here are some real questions worth asking: Is a 50% margin sustainable in the long run If not what does that imply for valuation Is 15x earnings truly cheap for a business with these risks What about recent operational missteps"
X Link 2025-07-29T14:11Z 12.4K followers, 48.5K engagements
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