[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ReneSellmann Rene Sellmann Rene Sellmann posts on X about wise, $wise, business, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::872839233232408576/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +155% - X Months XXXXXXXXX +89% - X Year XXXXXXXXX +18% ### Mentions: XX [#](/creator/twitter::872839233232408576/posts_active)  - X Week XXX -XX% - X Month XXX +8.60% - X Months XXX +65% - X Year XXXXX +32% ### Followers: XXXXXX [#](/creator/twitter::872839233232408576/followers)  - X Week XXXXXX +0.68% - X Month XXXXXX +9% - X Months XXXXXX +27% - X Year XXXXXX +60% ### CreatorRank: XXXXXXX [#](/creator/twitter::872839233232408576/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [fashion brands](/list/fashion-brands) XXXX% [social networks](/list/social-networks) XXXX% [automotive brands](/list/automotive-brands) XXXX% [luxury brands](/list/luxury-brands) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [wise](/topic/wise) #542, [$wise](/topic/$wise) #1, [business](/topic/business) 10.24%, [stocks](/topic/stocks) 5.51%, [$tigr](/topic/$tigr) #6, [$hfg](/topic/$hfg) #1, [future](/topic/future) 3.15%, [$futu](/topic/$futu) #2, [$eden](/topic/$eden) #11, [market cap](/topic/market-cap) #125 **Top accounts mentioned or mentioned by** [@moneyflowinvest](/creator/undefined) [@stonkmetal](/creator/undefined) [@martinsjog](/creator/undefined) [@hsqueeze41963](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@germain_franck](/creator/undefined) [@bradocapital](/creator/undefined) [@wise](/creator/undefined) [@europeandgis](/creator/undefined) [@jakebarfields](/creator/undefined) [@johnhuber72](/creator/undefined) [@mjmauboussin](/creator/undefined) [@petewasbrist](/creator/undefined) [@hurdlerate](/creator/undefined) [@pythiar](/creator/undefined) [@pythiars](/creator/undefined) [@toddwenning](/creator/undefined) [@stonkmetals](/creator/undefined) [@brianferoldis](/creator/undefined) [@honestmath](/creator/undefined) **Top assets mentioned** [Wise (WISE)](/topic/$wise) [Eden (EDEN)](/topic/$eden) [Paycom Software Inc (PAYC)](/topic/$payc) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Spotify Technology (SPOT)](/topic/$spot) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Metadium (META)](/topic/$meta) [Wixlar (WIX)](/topic/$wix) [Crocs, Inc. (CROX)](/topic/$crox) [Duolingo, Inc. Class A Common Stock (DUOL)](/topic/$duol) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [RealFevr (FEVR)](/topic/$fevr) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Nike Inc (NKE)](/topic/$nke) [Airbnb Inc (ABNB)](/topic/$abnb) [Stellantis N.V. (STLA)](/topic/$stla) [BRP Inc. Common Subordinate Voting Shares (DOOO)](/topic/$dooo) [Birkenstock Holding plc (BIRK)](/topic/$birk) [Adobe, Inc. (ADBE)](/topic/$adbe) [Ulta Beauty Inc (ULTA)](/topic/$ulta) [Match Group Inc (MTCH)](/topic/$mtch) [Carvana Co. (CVNA)](/topic/$cvna) [Parex (PRX)](/topic/$prx) [Fiserv Inc (FISV)](/topic/$fisv) [Fiserv, Inc. (FI)](/topic/$fi) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [DisChain (DIS)](/topic/$dis) [Samsunspor Fan Token (SAM)](/topic/$sam) [Diageo plc (DEO)](/topic/$deo) ### Top Social Posts Top posts by engagements in the last XX hours "Quick update: I've been working hard on my HelloFresh $HFG deep dive but it will only drop next week as my family is coming over this weekend and I'm maybe halfway through right now. It's a fun one" [X Link](https://x.com/ReneSellmann/status/1996951108955394211) 2025-12-05T14:33Z 10.6K followers, 2394 engagements "I just published a deep dive on Fever-Tree ✅ Royalty income with near-100% margins. ✅ Distribution leverage via Molson Coors. ✅ A balance sheet full of cash. $FEVR is no longer just a beverage stock its turning into a consumer-IP business with best-in-class economics. Why not adopt a similar model in Europe Celsius-like reach royalty-like margins. $CELH Link below" [X Link](https://x.com/ReneSellmann/status/1986809721051890091) 2025-11-07T14:55Z 10.6K followers, 1419 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" [X Link](https://x.com/ReneSellmann/status/1994813645025689610) 2025-11-29T17:00Z 10.6K followers, 5197 engagements "1500 people listened to my conversation with @moneyflowinvest on $WISE already. That's fantastic. Thanks for tuning in" [X Link](https://x.com/ReneSellmann/status/1998047069869855229) 2025-12-08T15:08Z 10.6K followers, 2262 engagements "The big news today is Todd Combs leaving Berkshire Hathaway for JPMorgan and with that the quiet end of the Ted and Todd era. One of Warren Buffetts two crown-prince investors is walking away from the responsibility (and prestige) of helping manage roughly $XXX billion of Berkshires equity portfolio ($267B as of Q3 + hundreds of billions on cash) to instead run JPMorgans new $XX billion Strategic Investment Group. That looks like a sharp step down in AUM. which immediately raises the uncomfortable question: What really happened inside Berkshire here Officially we can only speculate. But when" [X Link](https://x.com/ReneSellmann/status/1998057042238480670) 2025-12-08T15:48Z 10.6K followers, 29.6K engagements "Stocks I looked at this year and passed on (for now) either because of business quality of price: $U Unity $TINY.V Tiny $STLA Stellantis N.V. $PUIG Puig Brands $LVMHF Louis Vuitton $DOOO BRP Inc. $ADBE Adobe $NLM Frosta AG $ULTA Ulta Beauty $NKE Nike $BIRK Birkenstock $LULU Lululemon $MTCH Match Group $ABNB Airbnb $PAH3 Porsche . (and many more) Saying "No" to almost everything is a superpower in investing" [X Link](https://x.com/ReneSellmann/status/1833233527770632319) 2024-09-09T19:58Z 10.6K followers, 4922 engagements "Identifying moats is more art than science. But one good indicator of the existence of a moat is the "trail of competitors' dead bodies lying in the company's wake." The investors of Ennismore nicely list the "trail of competitors' dead bodies" that crossed $Wise's way" [X Link](https://x.com/ReneSellmann/status/1977296646234108408) 2025-10-12T08:53Z 10.6K followers, 11.7K engagements "Just thinking out loud: The ultimate nod of approval for $WISE would be if at some distant point in the future Revolut implements Wise's cross-border payments infrastructure via Wise Platform" [X Link](https://x.com/ReneSellmann/status/1977298362157191446) 2025-10-12T09:00Z 10.6K followers, 2634 engagements "So many shots fired in this VIC write-up on $WISE I read today I giggled a couple of times Below are some of my highlights 👇🏻 ". we know everything is disrupting everything."" [X Link](https://x.com/ReneSellmann/status/1979513635249762435) 2025-10-18T11:43Z 10.6K followers, 3965 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 XXXX% $META comes in at a XX% weight $WIX is a XXX% position. The Norwegian oil company represents roughly X% EDIT: Just realized the Netherlands exposure is Prosus" [X Link](https://x.com/ReneSellmann/status/1979835730189860932) 2025-10-19T09:03Z 10.6K followers, 4120 engagements "Hilarious Guerilla marketing by $Wise" [X Link](https://x.com/ReneSellmann/status/1981707489474383895) 2025-10-24T13:00Z 10.6K followers, 1732 engagements "Wise built its moat by being counter-positioned against the banks. Now $WISE is facing a new counter-positioned competitor of its own: stablecoins. The disruptor becoming the disrupted a case study in strategic psychology. Full updated analysis of Wise vs. the stablecoin threat (link below)" [X Link](https://x.com/ReneSellmann/status/1983603718269632973) 2025-10-29T18:35Z 10.6K followers, 2164 engagements "Wise is back below its IPO price $WISE" [X Link](https://x.com/ReneSellmann/status/1985367217324863900) 2025-11-03T15:23Z 10.6K followers, 1645 engagements "Didn't realize $CROX is back to the yearly lows. Value trap or opportunity My gut tells me to just give this idea a pass without digging into it potentially falling prey to commitment bias" [X Link](https://x.com/ReneSellmann/status/1988347105371394463) 2025-11-11T20:44Z 10.6K followers, 2333 engagements "Norbert Lou continues to increase his $crox "punch Also buying $FISV (formerly $FI)" [X Link](https://x.com/ReneSellmann/status/1989825715806638526) 2025-11-15T22:39Z 10.6K followers, 7766 engagements "The tweet below from $Wise founder Kristo Krmann reminded me of Jeff Bezos' last letter as $AMZN CEO. Let's start with the short thread Krmann shared he wrote: Pay a screenshot is one of the coolest secret features on @wise. Just used it save NZ$225 of card fees and some hassle on a campervan rental. Then double checked that the robot got it right. And two clicks later voil As I wrote abov it reminded me instantly of Jeff Bezos final letter as Amazon CEO specifically the section where he quantifies how much time Amazon saves its customers. Bezos argued that Amazon didnt just lower prices; it" [X Link](https://x.com/ReneSellmann/status/1990500253091446968) 2025-11-17T19:20Z 10.6K followers, 16.1K engagements "Considering these spectacular results by $FUTU and the fact that it now trades at around 17x annualized earnings the market is expecting $FUTU is approaching peak earnings I assume and the cycle may turn eventually" [X Link](https://x.com/ReneSellmann/status/1990799636865687702) 2025-11-18T15:09Z 10.6K followers, 1331 engagements "Why $WISE Investment thesis according to company material:" [X Link](https://x.com/ReneSellmann/status/1990897121449685081) 2025-11-18T21:37Z 10.6K followers, 3328 engagements ""Why Im Betting on This Stock in the Next Decade of Energy Transition"" [X Link](https://x.com/ReneSellmann/status/1993285766555091266) 2025-11-25T11:48Z 10.6K followers, 2120 engagements "5) UP Fintech - $TIGR" [X Link](https://x.com/ReneSellmann/status/1993285769717506071) 2025-11-25T11:48Z 10.6K followers, 4240 engagements ""Tiger Brokers: Early Innings in a Massive TAM 13x Earnings XX% Revenue Growth"" [X Link](https://x.com/ReneSellmann/status/1993285773303611469) 2025-11-25T11:48Z 10.6K followers, 2058 engagements "6) InPost - $INPST" [X Link](https://x.com/ReneSellmann/status/1993285776260698468) 2025-11-25T11:48Z 10.6K followers, 2464 engagements ""Trading Below XX Earnings Compounding at XX% One of the Highest-Quality Industrial Models You Can Still Buy Cheap"" [X Link](https://x.com/ReneSellmann/status/1993285793142702483) 2025-11-25T11:49Z 10.6K followers, 1736 engagements "9) Wise - $WISE" [X Link](https://x.com/ReneSellmann/status/1993285797693604325) 2025-11-25T11:49Z 10.6K followers, 1859 engagements "On Sunday I'm going to sit down with Mike to chat about all things $WISE. I can't wait because he's the most knowledgeable Wise investor I know" [X Link](https://x.com/ReneSellmann/status/1993722893591830840) 2025-11-26T16:45Z 10.6K followers, 9889 engagements "$WISE is trading close to its EV/Sales September 2024 lows. Is $WISE cheap here" [X Link](https://x.com/ReneSellmann/status/1994131742178070636) 2025-11-27T19:50Z 10.6K followers, 4071 engagements "Just finished recording We ended up talking for around two hours of which maybe XX minutes were recorded. This was a ton of fun () and I'm sure those interested in or following the $WISE thesis will find a lot of value in what Mike shared" [X Link](https://x.com/ReneSellmann/status/1995235609825472648) 2025-11-30T20:56Z 10.6K followers, 5337 engagements "NEW PODCAST EPISODE IS LIVE A deep dive into $Wise stablecoins & the future of cross-border payments with @moneyflowinvest Moat metrics misperceptions uplisting valuation everything. Tune in now (on Spotify Apple Substack -- link below)" [X Link](https://x.com/ReneSellmann/status/1995516227167662560) 2025-12-01T15:31Z 10.6K followers, 2672 engagements ""Wise Receives Conditional Regulatory Approval to Launch in South Africa Marking Companys First License in Africa" - $WISE" [X Link](https://x.com/ReneSellmann/status/1995868720569442627) 2025-12-02T14:52Z 10.6K followers, 4284 engagements "HelloFresh's net income margin development over the last five years isn't particularly confidence-boosting. $HFG" [X Link](https://x.com/ReneSellmann/status/1996239885221634426) 2025-12-03T15:27Z 10.6K followers, 6701 engagements "Here's a list of franchises Netflix subscribers will be able to access soon (according to ChatGPT): Harry Potter Fantastic Beasts LOTR The Hobbit The Matrix Mad Max Godzilla/MonsterVerse Dune Creed Sherlock Holmes Lego Movie Batman Superman Wonder Woman " [X Link](https://x.com/ReneSellmann/status/1996946848758796383) 2025-12-05T14:16Z 10.6K followers, 1021 engagements "Detective Euphoria The Sopranos Succession Westworld Chernobyl Friends Big Bang Theory Young Sheldon Vampire Diaries universe Supernatural Pretty Little Liars Gossip Girl Rick and Morty Adventure Time Regular Show Samurai Jack Looney Tunes Tom & Jerry " [X Link](https://x.com/ReneSellmann/status/1996946872431473009) 2025-12-05T14:16Z 10.6K followers, XXX engagements "If you needed to pick XX companies that you must own forever which ones would you pick" [X Link](https://x.com/ReneSellmann/status/1960811171373834256) 2025-08-27T21:06Z 10.6K followers, 12.1K engagements "Constellation Software $CSU is experiencing one of its biggest drawdowns ever pretty much only surpassed by the Jan 2019 XX% decline" [X Link](https://x.com/ReneSellmann/status/1971263313620369655) 2025-09-25T17:19Z 10.6K followers, 9066 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/ReneSellmann/status/1971490872828059713) 2025-09-26T08:23Z 10.6K followers, 35.9K engagements "Wise reported H1 results today - $WISE Slowing revenue growth may be slightly concerning. EBT down YoY won't excite investors either. Interest income down YoY (as expected). What stood out to me are administrative expenses up 27%. Not sure what exactly is driving this While all of this may look slightly worrying at first glance the key business KPIs are still trending in the right direction. ✅ Active customers increased by XX% 🚀 Customer holdings up XX% ✅ XX% of payments were instant in the latest quarter. ✅ Cross-border volume has grown 24%" [X Link](https://x.com/ReneSellmann/status/1986362701887541448) 2025-11-06T09:19Z 10.6K followers, 3064 engagements "Wise's NA revenue is pretty much on par with its UK revenue. That's the opportunity. $WISE "However to reach every potential customer we have recently launched marketing campaigns to increase brand awareness of Wise. We have rolled out campaigns in the UK US Canada and New Zealand to support our strong word-of-mouth growth in addition to a continuation of the successful campaigns we kicked off in Australia last year."" [X Link](https://x.com/ReneSellmann/status/1986409907391000837) 2025-11-06T12:26Z 10.6K followers, 1784 engagements "I love the simplicity of this mental model. Some current examples off the top of my head: $DIS $SAM $DEO $EL $DUOL $EDEN $KER $LULU didn't quite make the cut but is also flat over X years or so" [X Link](https://x.com/ReneSellmann/status/1988356387907239952) 2025-11-11T21:21Z 10.6K followers, 2227 engagements "Multiples arent magic. Quite the opposite. Theyre just market cap divided by different layers of the income statement. @BrianFeroldis chart is one of the cleanest ways to learn this 👇🏻" [X Link](https://x.com/ReneSellmann/status/1989759394578665518) 2025-11-15T18:16Z 10.6K followers, XXX engagements "Rochons ResMed purchase may be worth your attention $RMD" [X Link](https://x.com/ReneSellmann/status/1989824257313087631) 2025-11-15T22:34Z 10.6K followers, 12.9K 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 10.6K followers, 9975 engagements "Constellation Software broke its decade-long uptrend A rare break below for $CSU As I'm learning often the longer and steeper the uptrend (multiple years without a XX% decline in the case of CSU; highly unusual) the more violent the reversion tends to be when it finally breaks" [X Link](https://x.com/ReneSellmann/status/1991923090306355502) 2025-11-21T17:34Z 10.6K followers, 9366 engagements "Full investment thesis: "Timee Inc. A XX% CAGR Setup In One of Japan's Most Misunderstood Stocks"" [X Link](https://x.com/ReneSellmann/status/1993285742014218437) 2025-11-25T11:48Z 10.6K followers, 2423 engagements "2) Edenred - $Eden" [X Link](https://x.com/ReneSellmann/status/1993285744992174507) 2025-11-25T11:48Z 10.6K followers, 3047 engagements ""A XX% CAGR Setup in Europe Right Now How Regulatory Fear Has Crushed Edenred's Stock"" [X Link](https://x.com/ReneSellmann/status/1993285748414726276) 2025-11-25T11:48Z 10.6K followers, 2343 engagements "Entry points matter. Ill working on my timing skills in the future - have been a fundamentals only guy. All four stocks were added this year. My entry prices in InPost and Timee were at roughly current levels. Timee is tiny. I bought a first small tranche of Edenred at around XX and then doubled down at XX - still a small position though. Recent developments in Brazil were not ideal - not a super high conviction hold but seems too cheap to me. 2026 will be a bit of a transition year so dont expect the stock to turn around anytime soon in those market. Similarly CMG has been a disappointing" [X Link](https://x.com/ReneSellmann/status/1993386631798128706) 2025-11-25T18:29Z 10.6K followers, XXX engagements "My wife and I recently watched The Beast in Me and loved the show. Theres a moment in the series that stuck with me. It's an almost unremarkable scene actually. Niles wife tries to provoke Niles uncle Rick the quiet one who does the familys dirty work the one who seems like the eternal extra wheel in a world built around Nile's father. She pushes him trying to get under his skin trying to expose some insecurity. Instead he just looks at her and says that he has something Nile's ultra-rich father doesnt and something her husband doesnt either: Enough. It's a realization many people never have" [X Link](https://x.com/ReneSellmann/status/1995141346378584219) 2025-11-30T14:42Z 10.6K followers, 4522 engagements "Some companies pay high dividends. Some reinvest everything. But the one thing that actually matters Total return Great breakdown from @honest_math" [X Link](https://x.com/ReneSellmann/status/1995459131780776256) 2025-12-01T11:45Z 10.6K followers, 1621 engagements "AirBNB's stock hasn't gone anywhere for five years currently sitting at a mid-20s multiple. If it drops below 20x I'll do a write-up on this monopoly-business" [X Link](https://x.com/ReneSellmann/status/1996970639660667018) 2025-12-05T15:51Z 10.6K followers, 1427 engagements "Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $XXX in 2021 a 3571% gain from its debut price of $XX per share in 2014. Today $Paycoms stock is down XX% from that peak and now trading in the $XXX 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" [X Link](https://x.com/ReneSellmann/status/1808168236862558312) 2024-07-02T15:57Z 10.6K followers, 138.9K engagements "#15 - @moneyflowinvest do you have a view on this $V news $WISE" [X Link](https://x.com/ReneSellmann/status/1976662460884275340) 2025-10-10T14:53Z 10.6K followers, XXX engagements "ROIC being almost a useful metric is one of the major learnings I had in the last 2-3 years. ROIIC is all that matters and the marvelous returns a business earns on incremental investments might not show up for years These X minutes are well worth your time @tsaicapital" [X Link](https://x.com/ReneSellmann/status/1979208942078038205) 2025-10-17T15:32Z 10.6K followers, 4219 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 10.6K followers, 2092 engagements "One of my favorite parts of equity analysis at the moment is digging into what the balance sheet tells you about the business operations" [X Link](https://x.com/ReneSellmann/status/1998071188426535326) 2025-12-08T16:44Z 10.6K followers, 1882 engagements "Ashtead Technology dropped almost -X% yesterday. I'd expect a period of heightened volatility for a while with forced fund flows (due to the uplisting) driving short-term share price performance. I believe Ashtead can (easily) be a multi-bagger over the next 5-10 years. I expect solid business performance combined with an eventual re-rating. Let's hope I'm right" [X Link](https://x.com/ReneSellmann/status/1975556467064193073) 2025-10-07T13:39Z 10.6K followers, 1039 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 10.6K followers, 2586 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" [X Link](https://x.com/ReneSellmann/status/1976662463228633338) 2025-10-10T14:53Z 10.6K followers, XXX engagements "LVMH is finally back to (at least some) "growth" after many consecutive quarters of revenue declines $LVMH The beginning of the turnaround" [X Link](https://x.com/ReneSellmann/status/1978126196019024130) 2025-10-14T15:50Z 10.6K followers, 10.9K engagements "Ashtead Technology's short interest remains a big mystery to me" [X Link](https://x.com/ReneSellmann/status/1983506466314100841) 2025-10-29T12:09Z 10.6K followers, 1507 engagements "I think managements commitment to buybacks at low valuations is sometimes overstated as a sign of capital allocation excellence. Not being an aggressive buyer of one's own stock is rarely a thesis breaker for me. In many cases and this may apply to Ashtead Technology for instance I actually prefer to see management reinvesting all of the cash flow back in the business. Of course it all comes down to opportunity cost. But even if internal business reinvestments generate a slightly lower quantifiable return strengthening the moat by reinvesting profits and extending the companys strategic" [X Link](https://x.com/ReneSellmann/status/1987171847062843477) 2025-11-08T14:54Z 10.6K followers, 1992 engagements "Looking for the highest-quality businesses you know in the $500M$10B market cap range that trade at fair or cheap valuations. Looking for ideas that are still small enough to compound meaningfully but already show clear signs of quality. Go 👇🏻" [X Link](https://x.com/ReneSellmann/status/1987197955775078764) 2025-11-08T16:38Z 10.6K followers, 17.9K 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):" [X Link](https://x.com/ReneSellmann/status/1987507781524414858) 2025-11-09T13:09Z 10.6K followers, 2812 engagements "According to my math $DUOL trades at a SBC-adjusted FCF yield of 3%. THREE PERCENT. I don't get all the hype around the "generational buying opportunity."" [X Link](https://x.com/ReneSellmann/status/1990709198645297221) 2025-11-18T09:10Z 10.6K followers, 45.2K engagements "Impressive results by $FUTU Revenue up XXXX% year-over-year. Bottom line up triple digits YoY. Turns out the Chinese are just as degenerate gamblers as their US peers 😄 Will $TIGR move on these news" [X Link](https://x.com/ReneSellmann/status/1990715893249142831) 2025-11-18T09:37Z 10.6K followers, 7068 engagements "Now that $TIGR released the ER date can everybody chill again I think $TIGR is way too cheap here. Disclaimer: Im long. Bear thesis: peak earnings and" [X Link](https://x.com/ReneSellmann/status/1991487035065135353) 2025-11-20T12:41Z 10.6K followers, 2696 engagements "$NVO back below $XX $WISE back below X $TIGR back below $X $MDNY back to $150-ish" [X Link](https://x.com/ReneSellmann/status/1991532705348272377) 2025-11-20T15:42Z 10.6K followers, 2714 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 10.6K followers, 20.4K engagements ""Not All Reinvestment Is the Same: How Two Companies Reinvented Growth Strategies"" [X Link](https://x.com/ReneSellmann/status/1993285786658377980) 2025-11-25T11:48Z 10.6K followers, 1762 engagements "8) Ashtead Technology - $AT.L" [X Link](https://x.com/ReneSellmann/status/1993285789925745006) 2025-11-25T11:49Z 10.6K followers, 1943 engagements "Druckenmiller basically admitted what most investors wont: You dont need to be early. You just need to recognize the wave and size up when the world changes" [X Link](https://x.com/ReneSellmann/status/1993756662700929520) 2025-11-26T19:00Z 10.6K followers, 289.4K engagements "Bucket 2: Good enough quality genuinely cheap Not elite businesses but possibly cheap enough to compensate for it: $INPST ✅ Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX $EVS ✅Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX $EDEN ✅ Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX This is Greenblatts sweet spot: solid companies at meaningfully discounted valuations" [X Link](https://x.com/ReneSellmann/status/1994124175917617641) 2025-11-27T19:20Z 10.6K followers, XXX engagements "Other companies scoring highly: $ZM $NOVOB $PAYC All quality XX and EV/EBIT in the XXX range The rare XXX quality score names: Only three companies break the XXX barrier: $EVO $HQI and $MA. Other high-scoring stocks are $SCHW $V are Timee $XXX $FUTU $HOOD $ADSK $IBKR and $AZA (and many more - it's my watchlist after all)" [X Link](https://x.com/ReneSellmann/status/1994124180246413660) 2025-11-27T19:20Z 10.6K followers, 1025 engagements "$HFG acquired Factor for $XXX million which represents roughly XX% of HFGs market cap). At the moment of acquisition (2020) Factor was on pace to generate roughly US $XXX million in full-year revenue (roughly XXX% of today's HelloFresh 9M annualized topline)" [X Link](https://x.com/ReneSellmann/status/1995061981158809679) 2025-11-30T09:26Z 10.6K followers, 10.8K engagements "@HSqueeze41963 It seems to be a meaningfully bigger business today too:" [X Link](https://x.com/ReneSellmann/status/1995089365815746975) 2025-11-30T11:15Z 10.6K followers, XXX engagements "Only XX% of post-pivot $HFG cohorts are retained after five months. So while in theory HelloFresh's business is a subscription-based business model it doesn't reap the rewards of this beautiful business model. Put differently unlike other recurring-subscription-revenue models HelloFreshs business is only in theory recurring with churn levels that effectively reset the customer base every few months" [X Link](https://x.com/ReneSellmann/status/1996291419816984753) 2025-12-03T18:52Z 10.6K followers, 6788 engagements "Do we know whether Rob Vinall's partner Andreas Lechner is still invested in HelloFresh I think he's a great investor just to be clear so if he's seeing value at these levels and still holding that'd be an interesting clue. $HFG" [X Link](https://x.com/ReneSellmann/status/1996293678281732218) 2025-12-03T19:01Z 10.6K followers, 2497 engagements "I was reading $TIGR's earning call transcript yesterday. Below you find the key passages that stood out to me (discl.: I'm long): On account growth account quality and geographic expansion: ✅ "We have maintained our strategy of prioritizing user quality and product experience which has further improved our ROI and laid a solid foundation for ongoing profit growth. -- I discussed this in my deep dive; it's part of the investment thesis ✅ As of today we've already achieved our annual guidance of acquiring 150000 newly funded accounts. -- This means they already added at least another 18000" [X Link](https://x.com/ReneSellmann/status/1996959866506625120) 2025-12-05T15:08Z 10.6K followers, 2705 engagements "$TIGR is a founder-led company that operates in an above-average industry posted a XX% revenue CAGR over the last three years (70% YoY growth last quarter) it trades at a single-digit NTM earnings multiple and with XX% net income margins I believe the company has still material operating leverage left in the tank $FUTU has almost 2x those margins. What am I missing I just added a little more. Charts below show $HOOD $SAVE $BULL $ETOR $IBKR and some other peers" [X Link](https://x.com/ReneSellmann/status/1996962321483087882) 2025-12-05T15:18Z 10.6K followers, 6517 engagements "Universal Music Group is trading at its lowest EV/EBIT multiple since going public - $UMG Its share price can't gain any momentum (-7% since IPO). Net income doubled (15% CAGR) and revenue is up XX% (11% CAGR) since IPO" [X Link](https://x.com/ReneSellmann/status/1997751204177400190) 2025-12-07T19:32Z 10.6K followers, 26.3K engagements "Some thoughts on the returns HelloFresh earned on the M&A side with a focus on the RTE side: Evaluating the returns HelloFresh has earned on the Factor acquisition is difficult because the Group still reports inconsistent profitability and the RTE segment remains loss-making. Hence a clean ROI calculation is highly speculative at this stage. What we can say however is that the current RTE segment is to a large extent the direct result of the Factor and Youfoodz acquisitions. At the time of the Factor deal the business was projected to generate roughly $100m of 2020 revenue against a $277m" [X Link](https://x.com/ReneSellmann/status/1997765276532928817) 2025-12-07T20:28Z 10.6K followers, 1445 engagements "Interactive Brokers revenue over time - $IBKR In the aftermath of the GFC revenue got cut in half as trading volumes cratered and interest income nearly vanished as rates were slashed. A double whammy for a brokerage business. But this couldnt stop its long-term destiny" [X Link](https://x.com/ReneSellmann/status/1997209908161523953) 2025-12-06T07:42Z 10.6K followers, 2434 engagements "This is why time in the market beats almost everything. XX% doesnt look spectacular in year X. It looks ridiculous in year 30" [X Link](https://x.com/ReneSellmann/status/1997332493372903768) 2025-12-06T15:49Z 10.6K followers, 29.1K engagements "Adding the final touches to my HelloFresh analysis $HFG. Today Morgan Stanley downgraded HelloFresh and reduced its price target to XXXX from XXXX per share sending the stock down X% at one point. I think the range of outcomes is very wide here but I will say that you don't need heroic assumptions for this to become a homerun from the current market cap (the figures below are 5-year CAGRs). You basically just need the business model to work" [X Link](https://x.com/ReneSellmann/status/1998442789768671438) 2025-12-09T17:21Z 10.6K followers, 2589 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ReneSellmann Rene Sellmann
Rene Sellmann posts on X about wise, $wise, business, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +155%
- X Months XXXXXXXXX +89%
- X Year XXXXXXXXX +18%
Mentions: XX #
- X Week XXX -XX%
- X Month XXX +8.60%
- X Months XXX +65%
- X Year XXXXX +32%
Followers: XXXXXX #
- X Week XXXXXX +0.68%
- X Month XXXXXX +9%
- X Months XXXXXX +27%
- X Year XXXXXX +60%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXXX% technology brands XXXX% countries XXXX% fashion brands XXXX% social networks XXXX% automotive brands XXXX% luxury brands XXXX% celebrities XXXX%
Social topic influence wise #542, $wise #1, business 10.24%, stocks 5.51%, $tigr #6, $hfg #1, future 3.15%, $futu #2, $eden #11, market cap #125
Top accounts mentioned or mentioned by @moneyflowinvest @stonkmetal @martinsjog @hsqueeze41963 @joinyellowbrick @germain_franck @bradocapital @wise @europeandgis @jakebarfields @johnhuber72 @mjmauboussin @petewasbrist @hurdlerate @pythiar @pythiars @toddwenning @stonkmetals @brianferoldis @honestmath
Top assets mentioned Wise (WISE) Eden (EDEN) Paycom Software Inc (PAYC) Interactive Brokers Group, Inc. (IBKR) Spotify Technology (SPOT) Lululemon Athletica Inc (LULU) Metadium (META) Wixlar (WIX) Crocs, Inc. (CROX) Duolingo, Inc. Class A Common Stock (DUOL) Celsius Holdings, Inc. Common Stock (CELH) RealFevr (FEVR) Berkshire Hathaway Inc. (BRK.A) Nike Inc (NKE) Airbnb Inc (ABNB) Stellantis N.V. (STLA) BRP Inc. Common Subordinate Voting Shares (DOOO) Birkenstock Holding plc (BIRK) Adobe, Inc. (ADBE) Ulta Beauty Inc (ULTA) Match Group Inc (MTCH) Carvana Co. (CVNA) Parex (PRX) Fiserv Inc (FISV) Fiserv, Inc. (FI) Amazon.com, Inc. (AMZN) DisChain (DIS) Samsunspor Fan Token (SAM) Diageo plc (DEO)
Top Social Posts
Top posts by engagements in the last XX hours
"Quick update: I've been working hard on my HelloFresh $HFG deep dive but it will only drop next week as my family is coming over this weekend and I'm maybe halfway through right now. It's a fun one"
X Link 2025-12-05T14:33Z 10.6K followers, 2394 engagements
"I just published a deep dive on Fever-Tree ✅ Royalty income with near-100% margins. ✅ Distribution leverage via Molson Coors. ✅ A balance sheet full of cash. $FEVR is no longer just a beverage stock its turning into a consumer-IP business with best-in-class economics. Why not adopt a similar model in Europe Celsius-like reach royalty-like margins. $CELH Link below"
X Link 2025-11-07T14:55Z 10.6K followers, 1419 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"
X Link 2025-11-29T17:00Z 10.6K followers, 5197 engagements
"1500 people listened to my conversation with @moneyflowinvest on $WISE already. That's fantastic. Thanks for tuning in"
X Link 2025-12-08T15:08Z 10.6K followers, 2262 engagements
"The big news today is Todd Combs leaving Berkshire Hathaway for JPMorgan and with that the quiet end of the Ted and Todd era. One of Warren Buffetts two crown-prince investors is walking away from the responsibility (and prestige) of helping manage roughly $XXX billion of Berkshires equity portfolio ($267B as of Q3 + hundreds of billions on cash) to instead run JPMorgans new $XX billion Strategic Investment Group. That looks like a sharp step down in AUM. which immediately raises the uncomfortable question: What really happened inside Berkshire here Officially we can only speculate. But when"
X Link 2025-12-08T15:48Z 10.6K followers, 29.6K engagements
"Stocks I looked at this year and passed on (for now) either because of business quality of price: $U Unity $TINY.V Tiny $STLA Stellantis N.V. $PUIG Puig Brands $LVMHF Louis Vuitton $DOOO BRP Inc. $ADBE Adobe $NLM Frosta AG $ULTA Ulta Beauty $NKE Nike $BIRK Birkenstock $LULU Lululemon $MTCH Match Group $ABNB Airbnb $PAH3 Porsche . (and many more) Saying "No" to almost everything is a superpower in investing"
X Link 2024-09-09T19:58Z 10.6K followers, 4922 engagements
"Identifying moats is more art than science. But one good indicator of the existence of a moat is the "trail of competitors' dead bodies lying in the company's wake." The investors of Ennismore nicely list the "trail of competitors' dead bodies" that crossed $Wise's way"
X Link 2025-10-12T08:53Z 10.6K followers, 11.7K engagements
"Just thinking out loud: The ultimate nod of approval for $WISE would be if at some distant point in the future Revolut implements Wise's cross-border payments infrastructure via Wise Platform"
X Link 2025-10-12T09:00Z 10.6K followers, 2634 engagements
"So many shots fired in this VIC write-up on $WISE I read today I giggled a couple of times Below are some of my highlights 👇🏻 ". we know everything is disrupting everything.""
X Link 2025-10-18T11:43Z 10.6K followers, 3965 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 XXXX% $META comes in at a XX% weight $WIX is a XXX% position. The Norwegian oil company represents roughly X% EDIT: Just realized the Netherlands exposure is Prosus"
X Link 2025-10-19T09:03Z 10.6K followers, 4120 engagements
"Hilarious Guerilla marketing by $Wise"
X Link 2025-10-24T13:00Z 10.6K followers, 1732 engagements
"Wise built its moat by being counter-positioned against the banks. Now $WISE is facing a new counter-positioned competitor of its own: stablecoins. The disruptor becoming the disrupted a case study in strategic psychology. Full updated analysis of Wise vs. the stablecoin threat (link below)"
X Link 2025-10-29T18:35Z 10.6K followers, 2164 engagements
"Wise is back below its IPO price $WISE"
X Link 2025-11-03T15:23Z 10.6K followers, 1645 engagements
"Didn't realize $CROX is back to the yearly lows. Value trap or opportunity My gut tells me to just give this idea a pass without digging into it potentially falling prey to commitment bias"
X Link 2025-11-11T20:44Z 10.6K followers, 2333 engagements
"Norbert Lou continues to increase his $crox "punch Also buying $FISV (formerly $FI)"
X Link 2025-11-15T22:39Z 10.6K followers, 7766 engagements
"The tweet below from $Wise founder Kristo Krmann reminded me of Jeff Bezos' last letter as $AMZN CEO. Let's start with the short thread Krmann shared he wrote: Pay a screenshot is one of the coolest secret features on @wise. Just used it save NZ$225 of card fees and some hassle on a campervan rental. Then double checked that the robot got it right. And two clicks later voil As I wrote abov it reminded me instantly of Jeff Bezos final letter as Amazon CEO specifically the section where he quantifies how much time Amazon saves its customers. Bezos argued that Amazon didnt just lower prices; it"
X Link 2025-11-17T19:20Z 10.6K followers, 16.1K engagements
"Considering these spectacular results by $FUTU and the fact that it now trades at around 17x annualized earnings the market is expecting $FUTU is approaching peak earnings I assume and the cycle may turn eventually"
X Link 2025-11-18T15:09Z 10.6K followers, 1331 engagements
"Why $WISE Investment thesis according to company material:"
X Link 2025-11-18T21:37Z 10.6K followers, 3328 engagements
""Why Im Betting on This Stock in the Next Decade of Energy Transition""
X Link 2025-11-25T11:48Z 10.6K followers, 2120 engagements
"5) UP Fintech - $TIGR"
X Link 2025-11-25T11:48Z 10.6K followers, 4240 engagements
""Tiger Brokers: Early Innings in a Massive TAM 13x Earnings XX% Revenue Growth""
X Link 2025-11-25T11:48Z 10.6K followers, 2058 engagements
"6) InPost - $INPST"
X Link 2025-11-25T11:48Z 10.6K followers, 2464 engagements
""Trading Below XX Earnings Compounding at XX% One of the Highest-Quality Industrial Models You Can Still Buy Cheap""
X Link 2025-11-25T11:49Z 10.6K followers, 1736 engagements
"9) Wise - $WISE"
X Link 2025-11-25T11:49Z 10.6K followers, 1859 engagements
"On Sunday I'm going to sit down with Mike to chat about all things $WISE. I can't wait because he's the most knowledgeable Wise investor I know"
X Link 2025-11-26T16:45Z 10.6K followers, 9889 engagements
"$WISE is trading close to its EV/Sales September 2024 lows. Is $WISE cheap here"
X Link 2025-11-27T19:50Z 10.6K followers, 4071 engagements
"Just finished recording We ended up talking for around two hours of which maybe XX minutes were recorded. This was a ton of fun () and I'm sure those interested in or following the $WISE thesis will find a lot of value in what Mike shared"
X Link 2025-11-30T20:56Z 10.6K followers, 5337 engagements
"NEW PODCAST EPISODE IS LIVE A deep dive into $Wise stablecoins & the future of cross-border payments with @moneyflowinvest Moat metrics misperceptions uplisting valuation everything. Tune in now (on Spotify Apple Substack -- link below)"
X Link 2025-12-01T15:31Z 10.6K followers, 2672 engagements
""Wise Receives Conditional Regulatory Approval to Launch in South Africa Marking Companys First License in Africa" - $WISE"
X Link 2025-12-02T14:52Z 10.6K followers, 4284 engagements
"HelloFresh's net income margin development over the last five years isn't particularly confidence-boosting. $HFG"
X Link 2025-12-03T15:27Z 10.6K followers, 6701 engagements
"Here's a list of franchises Netflix subscribers will be able to access soon (according to ChatGPT): Harry Potter Fantastic Beasts LOTR The Hobbit The Matrix Mad Max Godzilla/MonsterVerse Dune Creed Sherlock Holmes Lego Movie Batman Superman Wonder Woman "
X Link 2025-12-05T14:16Z 10.6K followers, 1021 engagements
"Detective Euphoria The Sopranos Succession Westworld Chernobyl Friends Big Bang Theory Young Sheldon Vampire Diaries universe Supernatural Pretty Little Liars Gossip Girl Rick and Morty Adventure Time Regular Show Samurai Jack Looney Tunes Tom & Jerry "
X Link 2025-12-05T14:16Z 10.6K followers, XXX engagements
"If you needed to pick XX companies that you must own forever which ones would you pick"
X Link 2025-08-27T21:06Z 10.6K followers, 12.1K engagements
"Constellation Software $CSU is experiencing one of its biggest drawdowns ever pretty much only surpassed by the Jan 2019 XX% decline"
X Link 2025-09-25T17:19Z 10.6K followers, 9066 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 10.6K followers, 35.9K engagements
"Wise reported H1 results today - $WISE Slowing revenue growth may be slightly concerning. EBT down YoY won't excite investors either. Interest income down YoY (as expected). What stood out to me are administrative expenses up 27%. Not sure what exactly is driving this While all of this may look slightly worrying at first glance the key business KPIs are still trending in the right direction. ✅ Active customers increased by XX% 🚀 Customer holdings up XX% ✅ XX% of payments were instant in the latest quarter. ✅ Cross-border volume has grown 24%"
X Link 2025-11-06T09:19Z 10.6K followers, 3064 engagements
"Wise's NA revenue is pretty much on par with its UK revenue. That's the opportunity. $WISE "However to reach every potential customer we have recently launched marketing campaigns to increase brand awareness of Wise. We have rolled out campaigns in the UK US Canada and New Zealand to support our strong word-of-mouth growth in addition to a continuation of the successful campaigns we kicked off in Australia last year.""
X Link 2025-11-06T12:26Z 10.6K followers, 1784 engagements
"I love the simplicity of this mental model. Some current examples off the top of my head: $DIS $SAM $DEO $EL $DUOL $EDEN $KER $LULU didn't quite make the cut but is also flat over X years or so"
X Link 2025-11-11T21:21Z 10.6K followers, 2227 engagements
"Multiples arent magic. Quite the opposite. Theyre just market cap divided by different layers of the income statement. @BrianFeroldis chart is one of the cleanest ways to learn this 👇🏻"
X Link 2025-11-15T18:16Z 10.6K followers, XXX engagements
"Rochons ResMed purchase may be worth your attention $RMD"
X Link 2025-11-15T22:34Z 10.6K followers, 12.9K engagements
"This is another company Ive never heard about: Royalty Pharma plc $RPRX"
X Link 2025-11-15T23:25Z 10.6K followers, 9975 engagements
"Constellation Software broke its decade-long uptrend A rare break below for $CSU As I'm learning often the longer and steeper the uptrend (multiple years without a XX% decline in the case of CSU; highly unusual) the more violent the reversion tends to be when it finally breaks"
X Link 2025-11-21T17:34Z 10.6K followers, 9366 engagements
"Full investment thesis: "Timee Inc. A XX% CAGR Setup In One of Japan's Most Misunderstood Stocks""
X Link 2025-11-25T11:48Z 10.6K followers, 2423 engagements
"2) Edenred - $Eden"
X Link 2025-11-25T11:48Z 10.6K followers, 3047 engagements
""A XX% CAGR Setup in Europe Right Now How Regulatory Fear Has Crushed Edenred's Stock""
X Link 2025-11-25T11:48Z 10.6K followers, 2343 engagements
"Entry points matter. Ill working on my timing skills in the future - have been a fundamentals only guy. All four stocks were added this year. My entry prices in InPost and Timee were at roughly current levels. Timee is tiny. I bought a first small tranche of Edenred at around XX and then doubled down at XX - still a small position though. Recent developments in Brazil were not ideal - not a super high conviction hold but seems too cheap to me. 2026 will be a bit of a transition year so dont expect the stock to turn around anytime soon in those market. Similarly CMG has been a disappointing"
X Link 2025-11-25T18:29Z 10.6K followers, XXX engagements
"My wife and I recently watched The Beast in Me and loved the show. Theres a moment in the series that stuck with me. It's an almost unremarkable scene actually. Niles wife tries to provoke Niles uncle Rick the quiet one who does the familys dirty work the one who seems like the eternal extra wheel in a world built around Nile's father. She pushes him trying to get under his skin trying to expose some insecurity. Instead he just looks at her and says that he has something Nile's ultra-rich father doesnt and something her husband doesnt either: Enough. It's a realization many people never have"
X Link 2025-11-30T14:42Z 10.6K followers, 4522 engagements
"Some companies pay high dividends. Some reinvest everything. But the one thing that actually matters Total return Great breakdown from @honest_math"
X Link 2025-12-01T11:45Z 10.6K followers, 1621 engagements
"AirBNB's stock hasn't gone anywhere for five years currently sitting at a mid-20s multiple. If it drops below 20x I'll do a write-up on this monopoly-business"
X Link 2025-12-05T15:51Z 10.6K followers, 1427 engagements
"Paycom Software $PAYC used to be a high-flying tech darling and saw its share price soar past $XXX in 2021 a 3571% gain from its debut price of $XX per share in 2014. Today $Paycoms stock is down XX% from that peak and now trading in the $XXX 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"
X Link 2024-07-02T15:57Z 10.6K followers, 138.9K engagements
"#15 - @moneyflowinvest do you have a view on this $V news $WISE"
X Link 2025-10-10T14:53Z 10.6K followers, XXX engagements
"ROIC being almost a useful metric is one of the major learnings I had in the last 2-3 years. ROIIC is all that matters and the marvelous returns a business earns on incremental investments might not show up for years These X minutes are well worth your time @tsaicapital"
X Link 2025-10-17T15:32Z 10.6K followers, 4219 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 10.6K followers, 2092 engagements
"One of my favorite parts of equity analysis at the moment is digging into what the balance sheet tells you about the business operations"
X Link 2025-12-08T16:44Z 10.6K followers, 1882 engagements
"Ashtead Technology dropped almost -X% yesterday. I'd expect a period of heightened volatility for a while with forced fund flows (due to the uplisting) driving short-term share price performance. I believe Ashtead can (easily) be a multi-bagger over the next 5-10 years. I expect solid business performance combined with an eventual re-rating. Let's hope I'm right"
X Link 2025-10-07T13:39Z 10.6K followers, 1039 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 10.6K followers, 2586 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"
X Link 2025-10-10T14:53Z 10.6K followers, XXX engagements
"LVMH is finally back to (at least some) "growth" after many consecutive quarters of revenue declines $LVMH The beginning of the turnaround"
X Link 2025-10-14T15:50Z 10.6K followers, 10.9K engagements
"Ashtead Technology's short interest remains a big mystery to me"
X Link 2025-10-29T12:09Z 10.6K followers, 1507 engagements
"I think managements commitment to buybacks at low valuations is sometimes overstated as a sign of capital allocation excellence. Not being an aggressive buyer of one's own stock is rarely a thesis breaker for me. In many cases and this may apply to Ashtead Technology for instance I actually prefer to see management reinvesting all of the cash flow back in the business. Of course it all comes down to opportunity cost. But even if internal business reinvestments generate a slightly lower quantifiable return strengthening the moat by reinvesting profits and extending the companys strategic"
X Link 2025-11-08T14:54Z 10.6K followers, 1992 engagements
"Looking for the highest-quality businesses you know in the $500M$10B market cap range that trade at fair or cheap valuations. Looking for ideas that are still small enough to compound meaningfully but already show clear signs of quality. Go 👇🏻"
X Link 2025-11-08T16:38Z 10.6K followers, 17.9K 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):"
X Link 2025-11-09T13:09Z 10.6K followers, 2812 engagements
"According to my math $DUOL trades at a SBC-adjusted FCF yield of 3%. THREE PERCENT. I don't get all the hype around the "generational buying opportunity.""
X Link 2025-11-18T09:10Z 10.6K followers, 45.2K engagements
"Impressive results by $FUTU Revenue up XXXX% year-over-year. Bottom line up triple digits YoY. Turns out the Chinese are just as degenerate gamblers as their US peers 😄 Will $TIGR move on these news"
X Link 2025-11-18T09:37Z 10.6K followers, 7068 engagements
"Now that $TIGR released the ER date can everybody chill again I think $TIGR is way too cheap here. Disclaimer: Im long. Bear thesis: peak earnings and"
X Link 2025-11-20T12:41Z 10.6K followers, 2696 engagements
"$NVO back below $XX $WISE back below X $TIGR back below $X $MDNY back to $150-ish"
X Link 2025-11-20T15:42Z 10.6K followers, 2714 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 10.6K followers, 20.4K engagements
""Not All Reinvestment Is the Same: How Two Companies Reinvented Growth Strategies""
X Link 2025-11-25T11:48Z 10.6K followers, 1762 engagements
"8) Ashtead Technology - $AT.L"
X Link 2025-11-25T11:49Z 10.6K followers, 1943 engagements
"Druckenmiller basically admitted what most investors wont: You dont need to be early. You just need to recognize the wave and size up when the world changes"
X Link 2025-11-26T19:00Z 10.6K followers, 289.4K engagements
"Bucket 2: Good enough quality genuinely cheap Not elite businesses but possibly cheap enough to compensate for it: $INPST ✅ Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX $EVS ✅Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX $EDEN ✅ Quality XX ✅ EV/EBIT XXX ✅ 10x Score XXX This is Greenblatts sweet spot: solid companies at meaningfully discounted valuations"
X Link 2025-11-27T19:20Z 10.6K followers, XXX engagements
"Other companies scoring highly: $ZM $NOVOB $PAYC All quality XX and EV/EBIT in the XXX range The rare XXX quality score names: Only three companies break the XXX barrier: $EVO $HQI and $MA. Other high-scoring stocks are $SCHW $V are Timee $XXX $FUTU $HOOD $ADSK $IBKR and $AZA (and many more - it's my watchlist after all)"
X Link 2025-11-27T19:20Z 10.6K followers, 1025 engagements
"$HFG acquired Factor for $XXX million which represents roughly XX% of HFGs market cap). At the moment of acquisition (2020) Factor was on pace to generate roughly US $XXX million in full-year revenue (roughly XXX% of today's HelloFresh 9M annualized topline)"
X Link 2025-11-30T09:26Z 10.6K followers, 10.8K engagements
"@HSqueeze41963 It seems to be a meaningfully bigger business today too:"
X Link 2025-11-30T11:15Z 10.6K followers, XXX engagements
"Only XX% of post-pivot $HFG cohorts are retained after five months. So while in theory HelloFresh's business is a subscription-based business model it doesn't reap the rewards of this beautiful business model. Put differently unlike other recurring-subscription-revenue models HelloFreshs business is only in theory recurring with churn levels that effectively reset the customer base every few months"
X Link 2025-12-03T18:52Z 10.6K followers, 6788 engagements
"Do we know whether Rob Vinall's partner Andreas Lechner is still invested in HelloFresh I think he's a great investor just to be clear so if he's seeing value at these levels and still holding that'd be an interesting clue. $HFG"
X Link 2025-12-03T19:01Z 10.6K followers, 2497 engagements
"I was reading $TIGR's earning call transcript yesterday. Below you find the key passages that stood out to me (discl.: I'm long): On account growth account quality and geographic expansion: ✅ "We have maintained our strategy of prioritizing user quality and product experience which has further improved our ROI and laid a solid foundation for ongoing profit growth. -- I discussed this in my deep dive; it's part of the investment thesis ✅ As of today we've already achieved our annual guidance of acquiring 150000 newly funded accounts. -- This means they already added at least another 18000"
X Link 2025-12-05T15:08Z 10.6K followers, 2705 engagements
"$TIGR is a founder-led company that operates in an above-average industry posted a XX% revenue CAGR over the last three years (70% YoY growth last quarter) it trades at a single-digit NTM earnings multiple and with XX% net income margins I believe the company has still material operating leverage left in the tank $FUTU has almost 2x those margins. What am I missing I just added a little more. Charts below show $HOOD $SAVE $BULL $ETOR $IBKR and some other peers"
X Link 2025-12-05T15:18Z 10.6K followers, 6517 engagements
"Universal Music Group is trading at its lowest EV/EBIT multiple since going public - $UMG Its share price can't gain any momentum (-7% since IPO). Net income doubled (15% CAGR) and revenue is up XX% (11% CAGR) since IPO"
X Link 2025-12-07T19:32Z 10.6K followers, 26.3K engagements
"Some thoughts on the returns HelloFresh earned on the M&A side with a focus on the RTE side: Evaluating the returns HelloFresh has earned on the Factor acquisition is difficult because the Group still reports inconsistent profitability and the RTE segment remains loss-making. Hence a clean ROI calculation is highly speculative at this stage. What we can say however is that the current RTE segment is to a large extent the direct result of the Factor and Youfoodz acquisitions. At the time of the Factor deal the business was projected to generate roughly $100m of 2020 revenue against a $277m"
X Link 2025-12-07T20:28Z 10.6K followers, 1445 engagements
"Interactive Brokers revenue over time - $IBKR In the aftermath of the GFC revenue got cut in half as trading volumes cratered and interest income nearly vanished as rates were slashed. A double whammy for a brokerage business. But this couldnt stop its long-term destiny"
X Link 2025-12-06T07:42Z 10.6K followers, 2434 engagements
"This is why time in the market beats almost everything. XX% doesnt look spectacular in year X. It looks ridiculous in year 30"
X Link 2025-12-06T15:49Z 10.6K followers, 29.1K engagements
"Adding the final touches to my HelloFresh analysis $HFG. Today Morgan Stanley downgraded HelloFresh and reduced its price target to XXXX from XXXX per share sending the stock down X% at one point. I think the range of outcomes is very wide here but I will say that you don't need heroic assumptions for this to become a homerun from the current market cap (the figures below are 5-year CAGRs). You basically just need the business model to work"
X Link 2025-12-09T17:21Z 10.6K followers, 2589 engagements