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# ![@RhinoInsight Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1607029361693048846.png) @RhinoInsight RhinoInsight

RhinoInsight posts on X about stocks, china, und, $rey the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1607029361693048846/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607029361693048846/c:line/m:interactions.svg)

- [--] Week [-----] +540%
- [--] Month [-----] +966%
- [--] Months [------] -72%
- [--] Year [-------] -51%

### Mentions: [--] [#](/creator/twitter::1607029361693048846/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607029361693048846/c:line/m:posts_active.svg)

- [--] Month [--] -63%
- [--] Months [---] -35%
- [--] Year [---] -35%

### Followers: [-----] [#](/creator/twitter::1607029361693048846/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607029361693048846/c:line/m:followers.svg)

- [--] Week [-----] -0.08%
- [--] Month [-----] +3.50%
- [--] Months [-----] +1.60%
- [--] Year [-----] +16%

### CreatorRank: [---------] [#](/creator/twitter::1607029361693048846/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1607029361693048846/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[stocks](/topic/stocks), [china](/topic/china), [und](/topic/und), [$rey](/topic/$rey), [germany](/topic/germany), [balance sheet](/topic/balance-sheet), [investment](/topic/investment), [money](/topic/money), [$tep](/topic/$tep), [$mum](/topic/$mum)

**Top accounts mentioned or mentioned by**
[@michaelaarouet](/creator/undefined) [@investinassets](/creator/undefined) [@mikefritzell](/creator/undefined) [@qualitystocksa](/creator/undefined) [@leadlagreport](/creator/undefined) [@koyfincharts](/creator/undefined) [@elonmusk](/creator/undefined) [@adamkhootrader](/creator/undefined) [@dividenddynasty](/creator/undefined) [@bourboncap](/creator/undefined) [@financelancelot](/creator/undefined) [@henrikzeberg](/creator/undefined) [@marketplunger1](/creator/undefined) [@hiddenvaluegems](/creator/undefined) [@ftrinvestors](/creator/undefined) [@letmoneywork050](/creator/undefined) [@pudgypenguins](/creator/undefined) [@evfcfaddict](/creator/undefined) [@thierryborgeat](/creator/undefined) [@investwithwes1](/creator/undefined)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [UnitedHealth Group (UNH)](/topic/$unh) [Grab Holdings Limited Class A Ordinary Shares (GRAB)](/topic/$grab) [Killer Bean (BEAN)](/topic/$bean) [Bitcoin (BTC)](/topic/bitcoin) [Five Below, Inc. (FIVE)](/topic/$five) [Decentral Games (DG)](/topic/$dg) [Pudgy Penguins (pudgypenguins)](/topic/pudgypenguins) [Devon Energy Corp (DVN)](/topic/$dvn) [Metadium (META)](/topic/$meta) [TURKCELL ILETISIM HIZMETLERI A.S. ADS (TKC)](/topic/$tkc) [Mastercard, Inc. (MA)](/topic/$ma) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Accenture (ACN)](/topic/accenture) [Pudgy Penguins (PENGU)](/topic/$pengu) [Intuitive Surgical, Inc. (ISRG)](/topic/$isrg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Oh boy so many 💎s on the horizon - Einhell $EIN3 - Villeroy & Boch $VIB3 - Mensch und Maschine $MUM - Fielmann $FIE - Shoei Co. $7839 - Howden Joinery $HWDN - Games Workshop $GAW - Tecnoglass $TGLS - Insperity $NSP - Asseco $ASOZY - Text $TXT - Surgical Science $SUS https://twitter.com/i/web/status/1713223179630428254 https://twitter.com/i/web/status/1713223179630428254"  
[X Link](https://x.com/RhinoInsight/status/1713223179630428254)  2023-10-14T16:00Z [----] followers, [----] engagements


"@VidarCoc Games Workshop $GAW Howden Joinery $HWDN"  
[X Link](https://x.com/RhinoInsight/status/1719314470126715355)  2023-10-31T11:24Z [----] followers, [---] engagements


"@KoyfinCharts Just shared my latest deep-dive on $MUM today a hidden champion from (Link in Bio). Other than that👇 Reply $REY Shoei Co. As One Corp Surgical Science $SUS Fortnox $FNOX Monarch Cement $MCEM Howden Joinery $HWDN"  
[X Link](https://x.com/RhinoInsight/status/1722748801893478438)  2023-11-09T22:51Z [----] followers, [---] engagements


"@DividendDynasty Amazing businesses😍👍 Here are some from my Watchlist Howden Joinery $HWDN Kainos $KNOS Ashtead Group $AHT Diploma $DPLM"  
[X Link](https://x.com/RhinoInsight/status/1763935405034909932)  2024-03-02T14:32Z [----] followers, [---] engagements


"@marketplunger1 Games Workshop $GAW Howden Joinery $HWDN Goodwin $GDWN"  
[X Link](https://x.com/RhinoInsight/status/1868663204441886938)  2024-12-16T14:23Z [----] followers, [---] engagements


"Thx for participating🙏 My next deep-dive will be on Knorr-Bremse $KBX a Hidden Champion from with over [---] years of continues innovation. Stay tuned😉 So after my latest write-up on $MUM Im gearing up to dive deep into another company analysis. Which of these should I explore next 👇 So after my latest write-up on $MUM Im gearing up to dive deep into another company analysis. Which of these should I explore next 👇"  
[X Link](https://x.com/RhinoInsight/status/1725594011119784353)  2023-11-17T19:17Z [----] followers, [---] engagements


"@HiddenValueGems Mensch und Maschine Software $MUM - Founder owns about 45% of the company Fielmann $FIE - Fielmann Family owns 76% of shares outstanding founder & former CEO handed over to his son Marc Fielmann Knorr Bremse $KBX - Estate of Heinz Hermann owns 50% of the company"  
[X Link](https://x.com/RhinoInsight/status/1730601125378699741)  2023-12-01T14:53Z [----] followers, [----] engagements


"Dont miss the exciting news reflections on [----] and new updates for 2024😉 Also subscribe now to ensure that you dont miss my latest deep-dive on Knorr-Bremse $KBX one of the global leaders in braking systems which will be published later today👇 🔗 Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1742855410522976522)  2024-01-04T10:28Z [----] followers, [----] engagements


"Check out my latest deep-dive on Knorr-Bremse $KBX one of the worlds leading manufacturer of brake systems in rail & commercial vehicles. With over a century of innovation & success the future looks bright if the company manages to solve short-term issues. 🔗Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1742966080216146260)  2024-01-04T17:47Z [----] followers, [----] engagements


"Now that my in-depth analysis of Knorr-Bremse $KBX is published Im ready to begin working on the next one. Which of these should I explore next👇 Badger Meter $BMI Rational AG $RAA Nihon M&A Center As One Corp Badger Meter $BMI Rational AG $RAA Nihon M&A Center As One Corp"  
[X Link](https://x.com/RhinoInsight/status/1743593508064178337)  2024-01-06T11:21Z [----] followers, [---] engagements


"Tracsis $TRCS ➡leading provider of software-based rail automation solutions ➡ Rev and EPS (3y) of 19.5% and 32% ➡ Avg. ROCE (5y) of 8.2% and FCF-Margin of 9.8% ➡ Solid Balance sheet with almost no debt"  
[X Link](https://x.com/RhinoInsight/status/1772243457890766967)  2024-03-25T12:45Z [----] followers, [---] engagements


"Goodwin $GDWN ➡ 140-year-old highly specialised manufacturer of advanced castings for various industries incl. defence and nuclear ➡ Rev and EPS (3y) of 12.3% and 32.7% ➡ Avg. ROCE (5y) of 11.3% and FCF-Margin of 8.6% ➡ Solid balance sheet with debt/equity of [--] https://twitter.com/i/web/status/1772243460524769480 https://twitter.com/i/web/status/1772243460524769480"  
[X Link](https://x.com/RhinoInsight/status/1772243460524769480)  2024-03-25T12:45Z [----] followers, [---] engagements


"If you could only put money into stocks from your home country which ones would you pick Here are my favorites Switzerland ➡ Geberit $GEBN ➡ Belimo $BEAN ➡ Also $ALSN Im curious about yours👀 Please drop your Top [--] favorites below👇"  
[X Link](https://x.com/RhinoInsight/status/1779050205226152248)  2024-04-13T07:33Z [----] followers, [----] engagements


"Knorr-Bremse $KBX: Worlds leading manufacturer of brake systems in rail & commercial vehicles with ➡ Excellent 1Q24 results ➡ Low-debt ➡ Deep moat & well-filled order book Since my initial report the company is up over 25% 🚀 It's now FREE for everyone👇 🔗 Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1813114920541823118)  2024-07-16T07:34Z [----] followers, [---] engagements


"Did you know that Heinz H. Thiele long-term Chairman of Knorr-Bremse rejected a consulting firm's advice to pivot from brakes when he took over the company Today [--] years later $KBX is a global leader in rail and truck brake systems. ➡ A visionary founder and superior management team mattera lot For more👇 🔗 Link in Bio Knorr-Bremse $KBX: Worlds leading manufacturer of brake systems in rail & commercial vehicles with ➡ Excellent 1Q24 results ➡ Low-debt ➡ Deep moat & well-filled order book Since my initial report the company is up over 25% 🚀 It's now FREE for everyone👇 🔗 Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1813872569126109278)  2024-07-18T09:44Z [----] followers, [---] engagements


"Ups 🥶 Here is a list of publicly traded companies related to windmills - Vestas Wind Systems $VWS - Siemens Gamesa (owned by Siemens Energy $ENR) - Nordex SE $NDX1 JUST IN - Trump: "Windmills are an economic and environmental disaster. I don't want even one built during my administration." JUST IN - Trump: "Windmills are an economic and environmental disaster. I don't want even one built during my administration.""  
[X Link](https://x.com/RhinoInsight/status/1879583677363155332)  2025-01-15T17:37Z [----] followers, 11.1K engagements


"Stocks I covered on @RhinoInsight when nobody on X was (and still) talking about. They are still flying under the trend radar on X - Rational AG $RAA - Knorr Bremse $KBX - Reply SpA $REY - Turkcell $TKC - Shoei Co. - Jungfraubahnen $JFN Link in Bio"  
[X Link](https://x.com/anyuser/status/1937464985443270739)  2025-06-24T10:57Z [----] followers, [----] engagements


"The latest Friday Roundup is out Packed with links to insightful reads like how to use Perplexity in financial research deep-dives ( $BVI $001.HK $SES ) and more. Enjoy 👇 🔗 Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1943706737216794777)  2025-07-11T16:19Z [----] followers, [---] engagements


"Some stocks get on my radar when I just walk through a hotel lobby. Khne & Nagel $KNIN one of the worlds leading logistics comp - K.M. Khne the grandson of the co-founder still holds a 55% stake - 5y avg. ROIC of 24% - 5% Dividend yield - LTM P/E of 16x - Debt/Equity 2"  
[X Link](https://x.com/RhinoInsight/status/1970896300397953161)  2025-09-24T17:01Z [----] followers, [----] engagements


"5 ChatGPT shortcuts every investor needs to know (and save for later): /SWOT /STEP-BY-STEP /MULTI-PERSPECTIVE /ELI5 /COMPARE Just add one of these at the start of your prompt. Example: /COMPARE: Devon Energy Occidental Petroleum"  
[X Link](https://x.com/RhinoInsight/status/1973363635062993210)  2025-10-01T12:25Z [----] followers, [---] engagements


"@Speculator_io Where is Belimo from Switzerland"  
[X Link](https://x.com/RhinoInsight/status/1973733898053100006)  2025-10-02T12:56Z [----] followers, [---] engagements


"Great quality companies😍 Here is a quick SWOT-Analysis of Yara International: 🧵👇 [--] Potential Quality Companies at good valuations: [--]. Yara $YAR.OL [--]. Equinor $EQNR [--]. Inwido $INWI.ST [--]. Maersk $MAERSK-B.CO [--]. Asbury Automotive $ABG Source: @Stockopedia Do you currently see value in any quality names [--] Potential Quality Companies at good valuations: [--]. Yara $YAR.OL [--]. Equinor $EQNR [--]. Inwido $INWI.ST [--]. Maersk $MAERSK-B.CO [--]. Asbury Automotive $ABG Source: @Stockopedia Do you currently see value in any quality names"  
[X Link](https://x.com/RhinoInsight/status/1670081583649284096)  2023-06-17T14:50Z [----] followers, [---] engagements


"Stocks mentioned in this article: 🏢Simon Properties Group $SPG - Sector: Real Estate - Current Stock Price: $112.79 - Market Cap: $36.88B - Enterprise Value (EV): $61.41B 🏢Macerich $MAC - Sector: Real Estate - Current Stock Price: $11.23 - Market Cap: $2.42B - EV: $6.43B"  
[X Link](https://x.com/RhinoInsight/status/1670765216487931907)  2023-06-19T12:07Z [---] followers, [--] engagements


"🏢Apache $APA - Energy - Current Stock Price: $34.38 - Market Cap: $10.6B - EV: $16.58B 🏢Ovintiv $OVV - Sector: Energy - Current Stock Price: $37.54 - Market Cap: $10.19B - EV: $13.00B"  
[X Link](https://x.com/RhinoInsight/status/1670765218572451841)  2023-06-19T12:07Z [---] followers, [--] engagements


"🏢Devon Energy $DVN - Sector: - Current Stock Price: $49.809 - Market Cap: $31.99B - EV: $37.31B 🏢American Express Company $AXP - Sector:Financial Services - Stock Price: $172.19 - Market Cap: $127.99B - EV: $127.33B"  
[X Link](https://x.com/RhinoInsight/status/1670765220657070080)  2023-06-19T12:07Z [---] followers, [--] engagements


"🏢Bank of America $BAC - Sector:Financial Services - Current Stock Price: $29.19 - Market Cap: $232.62B - EV: USD 213.59B 🏢 J.P. Morgan Stanley $JPM - Sector:Financial Services - Stock Price: $88.09 - Market Cap: $418.64B - EV: $237.78B"  
[X Link](https://x.com/RhinoInsight/status/1670765223190339586)  2023-06-19T12:07Z [---] followers, [--] engagements


"🏢Warner Bros Discovery $WBD - Sector: Communication Services - Current Stock Price: $12.80 - Market Cap: USD 31.82B - EV: $78.82B 🏢AMGEN $AMGN - Sector: Healthcare - Current Stock Price: $229.66 - Market Cap: $122.71B - EV: $152.73B"  
[X Link](https://x.com/RhinoInsight/status/1670765225530867712)  2023-06-19T12:07Z [---] followers, [--] engagements


"Stocks mentioned in this article: 🏢Simon Properties Group $SPG - Sector: Real Estate - Current Stock Price: $112.79 - Market Cap: $36.88B - Enterprise Value (EV): $61.41B 🏢Macerich $MAC - Sector: Real Estate - Current Stock Price: $11.23 - Market Cap: $2.42B - EV: $6.43B"  
[X Link](https://x.com/RhinoInsight/status/1670768721680379905)  2023-06-19T12:21Z [---] followers, [--] engagements


"🏢Apache $APA - Sector: Energy - Current Stock Price: $34.38 - Market Cap: $10.6B - EV: $16.58B 🏢Ovintiv $OVV - Sector: Energy - Current Stock Price: $37.54 - Market Cap: $10.19B - EV: $13.00B"  
[X Link](https://x.com/RhinoInsight/status/1670768724058554368)  2023-06-19T12:21Z [----] followers, [--] engagements


"🏢Devon Energy $DVN - Sector: Energy - Current Stock Price: $49.809 - Market Cap: $31.99B - EV: $37.31B 🏢American Express Company $AXP - Sector:Financial Services - Stock Price: $172.19 - Market Cap: $127.99B - EV: $127.33B"  
[X Link](https://x.com/RhinoInsight/status/1670768726117851137)  2023-06-19T12:21Z [----] followers, [--] engagements


"🏢Bank of America $BAC - Sector:Financial Services - Current Stock Price: $29.19 - Market Cap: $232.62B - EV: USD 213.59B 🏢J.P. Morgan Stanley $JPM - Sector:Financial Services - Stock Price: $88.09 - Market Cap: $418.64B - EV: $237.78B"  
[X Link](https://x.com/RhinoInsight/status/1670768728252751874)  2023-06-19T12:21Z [---] followers, [--] engagements


"🏢Warner Bros Discovery $WBD - Sector: Communication Services - Current Stock Price: $12.80 - Market Cap: USD 31.82B - EV: $78.82B 🏢AMGEN $AMGN - Sector: Healthcare - Current Stock Price: $229.66 - Market Cap: $122.71B - EV: $152.73B"  
[X Link](https://x.com/RhinoInsight/status/1670768730412908546)  2023-06-19T12:21Z [---] followers, [--] engagements


"🏢Qualcomm $QCOM - Sector: Technology (Semiconductors) - Current Stock Price: $122.62 - Market Cap: $136.60B - EV: $145.91B"  
[X Link](https://x.com/RhinoInsight/status/1670768732203827200)  2023-06-19T12:21Z [---] followers, [--] engagements


"Great work @ValuablOfficial 😍🙏 Several companies you highlighted are already on my watchlist including Broadcom. I've conducted a quick SWOT-Analysis of Broadcom Inc. $AVGO to get a deeper understanding of their market position. 🧵👇 #Semiconductor #Broadcom #SWOTAnalysis I used consensus data for every public firm to estimate industry growth rates. I found that analysts expect technology and consumer finance businesses to grow the fastest. Dominant firms in growth markets are stars and can be great investments. Data: https://t.co/52JuyIFjHK https://t.co/nkjyNT924N I used consensus data for"  
[X Link](https://x.com/RhinoInsight/status/1671120791725826051)  2023-06-20T11:40Z [----] followers, [---] engagements


"🚨Threats: ➡Rapid technological advancements leading to short product life cycles ➡ Increased competition from comp like $INTC $AMD $NVDA ➡Geopolitical and trade uncertainties impacting global operations"  
[X Link](https://x.com/RhinoInsight/status/1671120798826872833)  2023-06-20T11:40Z [---] followers, [--] engagements


"Great insights by @ftr_investors 💡🙏 And here is the list if ranked by FCF margin the true measure of profitability (Prior P/E ranking) [--]. (1.) $V - 610% [--]. (2.) $VRSN - 564% [--]. (4.) $MA - 544% [--]. (7.) $AVGO - 491% [--]. (9.) $CHKP - 462%"  
[X Link](https://x.com/RhinoInsight/status/1671435515596242944)  2023-06-21T08:30Z [---] followers, [--] engagements


"6. (19.) $ADBE - 4201% [--]. (18.) $MCHP - 377% [--]. (15.) $ASML - 339% [--]. (8.) $MSFT - 329% [--]. (16.) $KLAC - 326% [--]. (13.) $ADI - [---] [--]. (11.) $ATVI - 311% [--]. (12.) $LSCC - 309% [--]. (17.) $NVDA - 302% [--]. (3.) $TXN - 296%"  
[X Link](https://x.com/RhinoInsight/status/1671435518272323585)  2023-06-21T08:30Z [---] followers, [--] engagements


"16. (20.) $APPL - 2826% [--]. (5.) $TSM - 230% [--]. (14.) $UMC - 226% [--]. (6.) $GEN - 225% [--]. (10.) $ANET - 102%"  
[X Link](https://x.com/RhinoInsight/status/1671435520801423360)  2023-06-21T08:30Z [---] followers, [--] engagements


"Great insights by @ftr_investors💡🙏 And here is the list if ranked by FCF margin the true measure of profitability (Prior Profit Margin ranking) [--]. (1.) $V - 610% [--]. (2.) $VRSN - 564% [--]. (4.) $MA - 544% [--]. (7.) $AVGO - 491% [--]. (9.) $CHKP - 462% The profit margin illustrates how much of each dollar in revenue translates into profit. Here are the Top [--] companies (10 billion mcap) in the tech sector with the highest profit margins: [--]. $V - Visa - 533% [--]. $VRSN - Verisign - 490% [--]. $TXN - Texas Instruments - 421% [--]. https://t.co/PLACJYgySJ The profit margin illustrates how much of each dollar"  
[X Link](https://x.com/RhinoInsight/status/1671439390067904513)  2023-06-21T08:46Z [---] followers, [---] engagements


"6. (19.) $ADBE - 4201% [--]. (18.) $MCHP - 377% [--]. (15.) $ASML - 339% [--]. (8.) $MSFT - 329% [--]. (16.) $KLAC - 326% [--]. (13.) $ADI - 314% [--]. (11.) $ATVI - 311% [--]. (12.) $LSCC - 309% [--]. (17.) $NVDA - 302% [--]. (3.) $TXN - 296%"  
[X Link](https://x.com/anyuser/status/1671439392508919810)  2023-06-21T08:47Z [--] followers, [---] engagements


"16. (20.) $APPL - 2826% [--]. (5.) $TSM - 230% [--]. (14.) $UMC - 226% [--]. (6.) $GEN - 225% [--]. (10.) $ANET - 102% Source: @gurufocus (figures based on latest annual reports)"  
[X Link](https://x.com/RhinoInsight/status/1671439394476109825)  2023-06-21T08:49Z [---] followers, [--] engagements


"Another great share by @InvestInAssets 👍🙏 Here are the Top [--] Holdings of AKRE Capital as of 31/3/2023 🧵👇 Akre Capital Management has Compounded its Capital by 13.5% Annually since [----] They are running a Concentrated Quality portfolio consisting of High-Quality names In this thread I will Deconstruct How Akre identifies "Compounding Machines" Let's break it down👇🧵 =Thread= https://t.co/VpnD4QMdmC Akre Capital Management has Compounded its Capital by 13.5% Annually since [----] They are running a Concentrated Quality portfolio consisting of High-Quality names In this thread I will"  
[X Link](https://x.com/RhinoInsight/status/1673202354039009284)  2023-06-26T05:31Z [----] followers, [---] engagements


"1. Mastercard Inc. - Industry: Financial Services - Stock Ticker: $MA [--]. Moody's Corp. - Industry: Financial Services - Stock Ticker: $MCO [--]. American Tower Corp. - Industry: REIT - Stock Ticker: $AMT [--]. Constellation Software Inc. - Industry: Software - Stock Ticker: $CSU [--]. Visa Inc. - Industry: Financial Services - Stock Ticker: $V"  
[X Link](https://x.com/RhinoInsight/status/1673202359676071937)  2023-06-26T05:31Z [----] followers, [---] engagements


"6. O'Reilly Automotive Inc. - Industry: Specialty Retail - Stock Ticker: $ORLY [--]. KKR & Co. Inc. - Industry: Asset Management - Stock Ticker: $KKR [--]. Roper Technologies Inc. - Industry: Software Application - Stock Ticker: $ROP [--]. Brookfield Corp. - Industry: Asset Management - Stock Ticker: $BAM 10.Constellation Software Inc. - Industry: Real Estate Services - Stock Ticker: $CSU"  
[X Link](https://x.com/RhinoInsight/status/1673202363253903360)  2023-06-26T05:31Z [----] followers, [--] engagements


"@InvestInAssets Watsco Inc. $WSO"  
[X Link](https://x.com/RhinoInsight/status/1673306943744536576)  2023-06-26T12:27Z [----] followers, [---] engagements


"- Belimo Holding I'm currently in the midst of my research process (and I'll be featuring this stock in an upcoming edition of my newsletter) but I'd like to share some preliminary thoughts in the form of a SWOT Analysis which I always use as a starting point. 💪Strengths: ➡Established Market Leadership: Founded in [----] Belimo has grown to become a market leader in HVAC control devices actuators and more. Their products are used in a variety of settings including airports factories data centres hotels shopping malls and office buildings. ➡Broad Global Presence: Belimo operates in over 80"  
[X Link](https://x.com/RhinoInsight/status/1673990756371922949)  2023-06-28T09:44Z [----] followers, [--] engagements


"@InvestInAssets Belimo Holding $BEAN.SW"  
[X Link](https://x.com/RhinoInsight/status/1674453211887927297)  2023-06-29T16:22Z [----] followers, [---] engagements


"@RTelford_invest @TrentBlair19 I just deployed the Insider Tracker its now live. I was thinking about tracking trades based on the insider's position and one possible approach would be to utilize ChatGPTsince we already have access to the names of insiders and the company name"  
[X Link](https://x.com/RhinoInsight/status/1678471806808629263)  2023-07-10T18:31Z [---] followers, [---] engagements


"📅 10.07.23 Stock market Buys📈 - Top5 [--] InCity Immobilien AG - $IC8.DE [--] thyssenkrupp nucera AG & Co. - [--] sino AG - $XTP.DE [--] Neon Equity AG - $D77.DE [--] publity AG- $PBY.DE Source: BaFin Database #Investing #InsiderTracker #RhinoInsight"  
[X Link](https://x.com/RhinoInsight/status/1678507389593550848)  2023-07-10T21:10Z [---] followers, [--] engagements


"Follow @RhinoInsight for exciting future updates of the Insider Dealings Tracker: ➡ Real-time stock data enrichment ➡ Sentiment analysis of news social media integration ➡ Expansion of insider dealings coverage to  and more"  
[X Link](https://x.com/RhinoInsight/status/1678507391820738560)  2023-07-10T21:10Z [---] followers, [--] engagements


"👀 Latest Insider Transactions 📅 20.07.23 Stock market [--] sino AG $XTP.DE [--] U.C.A. Aktiengesellschaft $UCA1.DE [--] Albis Leasing AG $ALG.DE [--] Neon Equity AG $D77.DE [--] publity AG $PBY.DE Top Sells📉 [--] U.C.A. Aktiengesellschaft Source: BaFin Database 👇"  
[X Link](https://x.com/RhinoInsight/status/1682277921057038336)  2023-07-21T06:34Z [----] followers, [---] engagements


"@LogicalThesis @guastywinds Why do you think $TWLO is a quality company"  
[X Link](https://x.com/RhinoInsight/status/1686957459997339648)  2023-08-03T10:11Z [---] followers, [---] engagements


"@DividendDynasty Ping An Insurance. Deep-Dive analysis is scheduled for release today Stay tuned😉"  
[X Link](https://x.com/RhinoInsight/status/1690215072553996288)  2023-08-12T04:14Z [---] followers, [---] engagements


"Hi @KoyfinCharts👋 Been playing around with the Market Scatter function (love it by the way). Any chance we could get a median or average line for the index It'd be great for benchmarking and spotting outliers more easily.🙏"  
[X Link](https://x.com/RhinoInsight/status/1692086558109598076)  2023-08-17T08:10Z [---] followers, [---] engagements


"Which tools do you use for your investment research Here are my top 10👇 @KoyfinCharts @FINVIZ_com @stratosphere_io Dataroma @roic_ai @SeekingAlpha Trading Economics @Investopedia chatGPT by @OpenAI @biztoc #RhinoInsight"  
[X Link](https://x.com/RhinoInsight/status/1692177812109852957)  2023-08-17T14:13Z [---] followers, [---] engagements


"@DividendDynasty Watsco $WSO"  
[X Link](https://x.com/RhinoInsight/status/1692764272038727714)  2023-08-19T05:03Z [----] followers, [--] engagements


"@MnkeDaniel Certainly. I review annual reports and earnings calls paying special attention to Q&A. Try to understand the business model industry dynamics bear and bull cases .Since launching my Substack Ive adopted a more organized and consistent approach to this process"  
[X Link](https://x.com/RhinoInsight/status/1693517979193901480)  2023-08-21T06:58Z [----] followers, [--] engagements


"Welcoming the new week with new fresh ideas ready to shine ➡ Rational AG $RAA ➡ Reply S.P.A $REY ➡ Rightmove PLC $RMV Do you already own these or have they captured your interest too Here is why they've secured their spots on my watchlist 👇"  
[X Link](https://x.com/RhinoInsight/status/1693540629525999760)  2023-08-21T08:28Z [----] followers, [---] engagements


"@ftr_investors $AXON $NOW $DDOG"  
[X Link](https://x.com/RhinoInsight/status/1695392444546789477)  2023-08-26T11:07Z [---] followers, [--] engagements


"@ShaneCompound24 Recently discovered an Aussie Small-Cap that ticks nearly all your boxes: Dicker Data $DDR Both the Founder & Co-Founder hold 30% of the shares each😍"  
[X Link](https://x.com/RhinoInsight/status/1696051679144071586)  2023-08-28T06:46Z [---] followers, [---] engagements


"@DvdndDiplomats $2318.HK"  
[X Link](https://x.com/RhinoInsight/status/1696387990614847499)  2023-08-29T05:03Z [----] followers, [---] engagements


"@antarcticapital Thx🙏From my research it appears to be the only listed premium helmet manufacturer luckily😊 Im not a biker myself but asked many around me and surprisingly theyre all familiar with Shoei. Researching Shoei was truly fascinating they have an amazing business and product😍"  
[X Link](https://x.com/RhinoInsight/status/1696619774871036245)  2023-08-29T20:24Z [---] followers, [--] engagements


"@AJButton2 Im intrigued by the contrast in investor confidence: doubting the CCP while trusting Europes elites. Take Germany driven by ideology without connection to the real world"  
[X Link](https://x.com/RhinoInsight/status/1696818642640351355)  2023-08-30T09:34Z [----] followers, [--] engagements


"@Letmoneywork050 Mastercard ROIC 40%. vs Visa ROIC 20%"  
[X Link](https://x.com/RhinoInsight/status/1696910325285589026)  2023-08-30T15:38Z [---] followers, [--] engagements


"@chrisxmunn Cant believe my eyes I discovered a company that didnt mention Adj. EBITDA or even EBITDA in their annual reports. Fastenal Co $FAST"  
[X Link](https://x.com/RhinoInsight/status/1697159210297921605)  2023-08-31T08:07Z [---] followers, [--] engagements


"@RalfWersten @Boersenhaendler @finanzgelassen Eure Brsenstammtische sind ja ein kulinarisches Highlight😍"  
[X Link](https://x.com/RhinoInsight/status/1697843709620920626)  2023-09-02T05:27Z [---] followers, [--] engagements


"@Quality_stocksA - still good pipeline of products - Strong Cash Flow generation with 5y-CAGR of 18% - Dividend Yield 3% at todays price levels and avg. payout ratio of just 35% - forward p/e of around 8x much lower then the drug manufacturer industry avg. of 13x"  
[X Link](https://x.com/RhinoInsight/status/1698665894606442614)  2023-09-04T11:54Z [---] followers, [--] engagements


"@Quality_stocksA Absolutely I firmly believe that this uncertainty presents valuable long-term opportunities for $BMY investors"  
[X Link](https://x.com/RhinoInsight/status/1698672990924259400)  2023-09-04T12:22Z [---] followers, [--] engagements


"@LukeWolgram Once a month I explore new horizons beyond my comfort zone. This time its the coal sector. Why I believe that the insane energy policies of elites offering amazing investment potential On my Watchlist: - Whitehaven Coal $WHC - Thungela Resources $TGA"  
[X Link](https://x.com/RhinoInsight/status/1699311083742212217)  2023-09-06T06:38Z [----] followers, [---] engagements


"After my latest deep dive into Shoei Co. Ive already started researching the next company 👇 Reply S.P.A (Ticker: REY) ➡ Leading software integrator and IT consultant firm ➡ Diverse customer base from telecom retail energy to public administration ➡ Strong revenue growth with 5y CAGR of 15% ➡ Operating profit margin of 15% 5y-ROIC of 15% ➡ Operates in a robust long-term growth market powered by digital transformation cloud technology cybersecurity and automation Its going to be another intensive but exciting analysis Stay tuned😉 #RhinoInsight"  
[X Link](https://x.com/RhinoInsight/status/1700535960377676284)  2023-09-09T15:45Z [---] followers, [---] engagements


"Michael Burry Global Investment Tracker🔎 Ive launched a simple web app to track Burrys @michaeljburry global investments uncovering potential hidden gems. Check it out here: 🧑💻Build with @DatabuttonHQ How does the web app work 👇"  
[X Link](https://x.com/RhinoInsight/status/1700754073819967526)  2023-09-10T06:12Z [---] followers, [--] engagements


"@adrien_aiach 🙏👍 Just checked few key metrics and $RFG appears as a promising small-cap business. However further in-depth research is essential. Do you have any insights to share"  
[X Link](https://x.com/RhinoInsight/status/1700767227820007603)  2023-09-10T07:04Z [---] followers, [--] engagements


"Oops How could I forget Cadence🤦♂ Maybe my watchlist has gotten too long which is another issue Im trying to solve programmatically in the near future but thats another matter. So $CDNS is definitely on my watchlist too and both are like the Mastercard and Visa of the electronic design automation (EDA) software space forming nearly a duopoly in this critical and growing industry"  
[X Link](https://x.com/RhinoInsight/status/1700817294367072718)  2023-09-10T10:23Z [---] followers, [--] engagements


"@Stock_Opine $OLY 🚫 $VOT 💡 $CONTX ➡ Watchlist Thanks for sharing🙏👍 Why did you choose Rev 3Y CAGR 8% Any specific reasoning"  
[X Link](https://x.com/RhinoInsight/status/1701615362331029934)  2023-09-12T15:14Z [----] followers, [---] engagements


"Sure👇 - Double digit rev and earning growth over the last 5y better 10y - High 5y avg. ROIC and/or ROE 15% better 20% - Debt/Equity [--] - High customer retention low Management turnover - Instead of thinking about Hype or Crash focusing on Megatrends with growing TAM Just to name few that are important to me. I will share more about the process and how I leverage technology such as AI and NLP to process vast amount of data and find quality-growth companies on @RhinoInsight soon😉"  
[X Link](https://x.com/RhinoInsight/status/1701619144062308361)  2023-09-12T15:29Z [---] followers, [--] engagements


"@themattharbaugh Great analysis Matthew👍🙏 While I believe that $FTNT is excelling on almost all operational fronts the current valuation doesnt offer me enough margin of safety as weve seen recently with Adyen. Definitely on my watchlist"  
[X Link](https://x.com/RhinoInsight/status/1702167838264353045)  2023-09-14T03:50Z [----] followers, [---] engagements


"@StockJabber Unconventional Ideas Biontech $BNTX 👉 🏰 No moat except (past) COVID-19 💉 👉 future pandemic unlikely Volkswagen $VOW3 👉 Market cannibalization due to EVs from $AAPL 👉 exposure & underestimation of geopolitical conflict over 🔒No Investment adviceDYO Research"  
[X Link](https://x.com/RhinoInsight/status/1702756630947918314)  2023-09-15T18:49Z [---] followers, [---] engagements


"@InvestInAssets One of the best filters Ive come across🙏👍 Its funny that two of the companies are already on my watchlist ☺ and Im almost finished with my analysis of Reply ($REY) which will be published soon"  
[X Link](https://x.com/RhinoInsight/status/1703020773051433401)  2023-09-16T12:19Z [---] followers, [--] engagements


"@Benif84 Why did you add Swatch Group Great list of investments"  
[X Link](https://x.com/RhinoInsight/status/1703297985092657258)  2023-09-17T06:41Z [---] followers, [--] engagements


"@Quartr_App @BreeleyCapital @mjmauboussin @CCM_Ryan @TSOH_Investing @ThierryBorgeat @patientinvestt @MoS_Investing @Quality_stocksA @FundasyInvestor @Giuliano_Mana @Stock_Opine @MohnishPabrai In the case of $TXN Im just wondering how much value they would have created if they had just reinvested at a 5-year ROIC of 50% 🤔"  
[X Link](https://x.com/RhinoInsight/status/1704043821938426285)  2023-09-19T08:04Z [---] followers, [---] engagements


"@TheShortBear 💯 Thats why focusing on businesses with sustainable revenue growth (ROICWACC) allows me to concentrate solely on the E of the P/E ratio without gambling or relying on astronomical multiple expansions. Cheap money distorts everything including the Price of anything"  
[X Link](https://x.com/RhinoInsight/status/1704095980621050304)  2023-09-19T11:31Z [---] followers, [---] engagements


"@simpleinvest01 Reply $REY - Founder-led and family owned IT service business (Skin in the Game) - 10y Reveneu & EPS CAGR of 15% / 20% - 5y-ROIC of 15% - operating in a multi billion dollar double-digit growing market Detailed analysis and write-up will be out later this week😉"  
[X Link](https://x.com/RhinoInsight/status/1704173462367940884)  2023-09-19T16:39Z [---] followers, [----] engagements


"@InvestRoiss $2318.HK"  
[X Link](https://x.com/RhinoInsight/status/1704374046828204501)  2023-09-20T05:56Z [----] followers, [---] engagements


"@Alex__Pitti Western propaganda & the fear-selling business of influencers etc. But I believe the main reason is that most investors inlc. professionals are not aware of behavioral biases and thats why most of them continually underperform the index Thanks to all the weak 🙌s"  
[X Link](https://x.com/anyuser/status/1704382284508397593)  2023-09-20T06:29Z [--] followers, [--] engagements


"@InvestInAssets And most of the time its because of the intrinsic value you have calculated using DCF or others that has anchored you to todays price. $APPL $WMT $CSU Still many people profit from promoting how to perform a DCF rather than actually profiting from a DCF calc itself"  
[X Link](https://x.com/RhinoInsight/status/1704839045006713231)  2023-09-21T12:44Z [---] followers, [---] engagements


"@MaxTheComrade Nice portfolio I regularly track the top institutional investors especially in the small-cap space and if Baillie Gifford is among them my confidence rises. Coincidentally I recently shared two ideas where they have also invested. - Shoi Co. $7839 - Reply $REY"  
[X Link](https://x.com/RhinoInsight/status/1705623973688447441)  2023-09-23T16:43Z [---] followers, [--] engagements


"@CCM_Brett 100% agree $ADYEN $DG are prime examples for Value vs Dream investing"  
[X Link](https://x.com/RhinoInsight/status/1706207941441753395)  2023-09-25T07:24Z [---] followers, [--] engagements


"@joecarlsonshow If large caps then $WSO $CME $POOL $SNPS $CDNS"  
[X Link](https://x.com/RhinoInsight/status/1706343303724102040)  2023-09-25T16:22Z [----] followers, [---] engagements


"@HiddenValueGems Agree My Insider Tracker informed me about some transactions in VW and Porsche yesterday. VW Group CEO Oliver Blume was buying 250k shares in each. Of course these are relatively small positions given the market cap of both companies but its interesting"  
[X Link](https://x.com/RhinoInsight/status/1707105058339324318)  2023-09-27T18:48Z [---] followers, [--] engagements


"@IFB_podcast $POOL $WSO $BEAN $TXN"  
[X Link](https://x.com/RhinoInsight/status/1707398972942303730)  2023-09-28T14:16Z [----] followers, [---] engagements


"@HiddenValueGems I collect data from official sources like BaFin for and SIX for The main idea is to visualise and combine all the data to gain deeper insights such as Cluster Buys etc. I'll be adding more features and markets ( etc.) soon. Let me know if you have any ideas😉🙏"  
[X Link](https://x.com/RhinoInsight/status/1707834198587810022)  2023-09-29T19:06Z [---] followers, [--] engagements


"@RTelford_invest @TrentBlair19 Awesome examples and businesses What Ive experienced is that the problem doesnt lie in finding them but in doing nothing and waiting"  
[X Link](https://x.com/RhinoInsight/status/1708822414212104249)  2023-10-02T12:33Z [---] followers, [--] engagements


"@alex_avoigt No chance Never forget culture eats strategy for breakfast and VW is not Rivian nor Tesla. Check VWs management turnover in the last ten years you will know what I mean"  
[X Link](https://x.com/RhinoInsight/status/1709084628022153354)  2023-10-03T05:55Z [---] followers, [---] engagements


"@EquityBrian Instead of looking at daily price actions calculating DCF or evaluating based on P/E check following - revenue and EPS growth - ROIC - balance sheet health - understand total adressable market and industry dynamics"  
[X Link](https://x.com/RhinoInsight/status/1709142092012736776)  2023-10-03T09:43Z [---] followers, [---] engagements


""Singapore: A Modern History" by Michael Barr A comprehensive view of Singapore's modernization journey"  
[X Link](https://x.com/RhinoInsight/status/1710198057256563045)  2023-10-06T07:39Z [---] followers, [--] engagements


""Made in Hong Kong: Transpacific Networks and a New History of Globalization" by Peter E. Hamilton Hong Kong's pivotal role in global trade and culture"  
[X Link](https://x.com/RhinoInsight/status/1710198059399876812)  2023-10-06T07:39Z [---] followers, [--] engagements


"@Quality_stocksA Wow Amazing businesses😍 I only have one of these on my watchlist. The universe of small and great businesses is still too big🤯"  
[X Link](https://x.com/RhinoInsight/status/1710220524951863435)  2023-10-06T09:08Z [---] followers, [----] engagements


"@MichaelAArouet [----] for a meal and a 🍺 Thats ridiculously cheap. Greetings from ☺"  
[X Link](https://x.com/RhinoInsight/status/1710245712988955099)  2023-10-06T10:48Z [---] followers, [---] engagements


"@InvestInAssets Oops need to study the flags better☺ - Scandinavian Medical Solutions $SMSMED The only one that I have on my watchlist"  
[X Link](https://x.com/RhinoInsight/status/1710662047610876101)  2023-10-07T14:23Z [----] followers, [---] engagements


"Finding quality companies sounds easy but how does it work in practice Here is how Polen Capital thinks about it via its [--] Guardrails 👇 🔗Link:"  
[X Link](https://x.com/RhinoInsight/status/1711007154935582819)  2023-10-08T13:14Z [---] followers, [--] engagements


"Just arrived in Florida and did a quick grocery shopping at @Publix. Total bill: $95 for the cheapest toast bread cheese coffee beer and some fruits. My European mind cant comprehend this. #Bidenomics and #Inflation 🤦♂"  
[X Link](https://x.com/RhinoInsight/status/1712097736311415176)  2023-10-11T13:28Z [---] followers, [--] engagements


"Check out he latest Friday Roundup packed with links to in-depth analysis of businesses such as Evolution AB $EVO by @wolfofharcourt Baillie Gifford's write-up on opportunities in the A-share market and more👇 🔗Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1713129977263149216)  2023-10-14T09:49Z [---] followers, [----] engagements


"@MichaelAArouet Reply $REY with 10y-CAGR 0f 21% @KoyfinCharts recently shared a great list of dividend compounders 👇"  
[X Link](https://x.com/RhinoInsight/status/1713160410835067108)  2023-10-14T11:50Z [---] followers, [---] engagements


"@mind_the_bear 💯 non-EU mind cant comprehent this Shared few ideas from my watchlist recently👇"  
[X Link](https://x.com/RhinoInsight/status/1713331422461620640)  2023-10-14T23:10Z [---] followers, [--] engagements


"@HiddenValueGems Great thread One of my favorite money managers. Ive recently build a simple web app with a specific focus on small caps that helps me to screen through a list of tickers and determine if my favorite money Manager is among the top investors in a 🏢. 🔗"  
[X Link](https://x.com/RhinoInsight/status/1713492827999523326)  2023-10-15T09:51Z [---] followers, [----] engagements


"@fedex774 I put $RH on my watchlist too😉 And Ive seen that Buffets Berkshire is still invested"  
[X Link](https://x.com/RhinoInsight/status/1713512081826230545)  2023-10-15T11:08Z [---] followers, [--] engagements


"@IrrationalMrkts Bill is a legend Thx Kyle for making the point that value investing is not hunting for companies with low P/E🙏👍"  
[X Link](https://x.com/RhinoInsight/status/1713650880812126625)  2023-10-15T20:19Z [---] followers, [---] engagements


"2 **Simon Property Group** $SPG - An American REIT which owns mills and some of the most prominent malls and outlets in the like Sawgrass Mills in Florida - Current dividend yield of over 7% Highly recommendable write-up by @rbradthomas"  
[X Link](https://x.com/RhinoInsight/status/1713861119259869672)  2023-10-16T10:15Z [---] followers, [---] engagements


"3 **Cheesecake Factory** $CAKE - A renowned restaurant chain known for its extensive menu and of course delicious cheesecakes🍰 - Operates over [---] restaurants across the United States and overseas"  
[X Link](https://x.com/RhinoInsight/status/1713861126088269981)  2023-10-16T10:15Z [---] followers, [---] engagements


"What is your experience with these brands Do you have any thoughts youd like to share👇"  
[X Link](https://x.com/RhinoInsight/status/1713861128554434684)  2023-10-16T10:15Z [---] followers, [---] engagements


"@Maverick_Equity Wherever I go I always have the opportunity to enjoy a Coke or Dasani water. ColaColas market dominance is truly remarkable"  
[X Link](https://x.com/RhinoInsight/status/1713866903121178847)  2023-10-16T10:38Z [---] followers, [--] engagements


"As Im leaving Miami Beach and heading to next destination 🏖 Im sharing a few other economically resilient US businesses with timeless in-demand products that Ive used and enjoyed so far. One of them isnt widely discussed but seems like a great business👇"  
[X Link](https://x.com/RhinoInsight/status/1714385988548530339)  2023-10-17T21:00Z [---] followers, [---] engagements


"2 The Hershey Company ($HSY) - largest producer of quality chocolate in - owns more than [---] brands across the globe like REESE'S and HERSHEY'S - 5y-ROIC & ROCE of 22% & 30% 😳😍 - 10y Dividend Growth of 10%"  
[X Link](https://x.com/RhinoInsight/status/1714386013206790494)  2023-10-17T21:00Z [---] followers, [--] engagements


"3 Masco Corporation ($MAS) - is a manufacturer and distributer of building and home improvement products - It owns well-known brands such as Delta Faucet and Hansgrohe SE () - 5y-ROIC & ROCE of 28% & 31% 😳😍 - 5y Dividend Growth of 22%"  
[X Link](https://x.com/RhinoInsight/status/1714386022128128491)  2023-10-17T21:00Z [---] followers, [--] engagements


"1 Ashtead Group $AHT 🚜 - a global leader in construction equipment rental - operating under the name Sunbelt Rentals with presence in North America and UK - Strong revenue and EPS growth with CAGR (10y) of 18% and 24% 😳😍 - 5y avg. ROIC & ROCE of 11% & 15% ➡ Watchlist"  
[X Link](https://x.com/RhinoInsight/status/1715072554606395594)  2023-10-19T18:28Z [----] followers, [---] engagements


"2 Oshkosh Corp $OSK 🚚 - leader in the majority of its specialty truck markets such as military vehicles fire trucks and access equipment - Strong backlog of $15 billion which is more than 2x the current market cap - 5y avg. ROIC & ROCE of 10% & 13%"  
[X Link](https://x.com/RhinoInsight/status/1715072560335864161)  2023-10-19T18:28Z [----] followers, [--] engagements


"3 Monarch Cement $MCEM 🧱 - leading US cement producer - Strong revenues and earnings with CAGR (10y) of 8% & 20% - Operating and FCF margin of 24% and 12% - 5y avg. ROIC & ROCE of 14% & 16% - Solid balance sheet with no debt ➡ Watchlist"  
[X Link](https://x.com/anyuser/status/1715072562483396795)  2023-10-19T18:28Z [--] followers, [--] engagements


"@EstockInv Any thoughts on Teleperformance Its one of the stocks Im keeping an eye on and the current valuation seems appealing"  
[X Link](https://x.com/RhinoInsight/status/1715690877090164950)  2023-10-21T11:25Z [---] followers, [--] engagements


"What would be a trip to without shopping 🛍 Lets dive into some interesting businesses in the retail sector that caught my eye while traveling in the Sunshine State #Florida👇"  
[X Link](https://x.com/RhinoInsight/status/1715805583859748935)  2023-10-21T19:01Z [----] followers, [---] engagements


"1 TJX Companies $TJX - Leading off-price retailer in the US and worldwide with over [----] discount stores - owns one of the largest retailers like T.J. Maxx & Marshalls - solid track record of revenue & EPS growth with CAGR(10y) of 7% & 10% - 5y avg. ROIC of 20% & ROCE of 27%😳"  
[X Link](https://x.com/RhinoInsight/status/1715805599554777511)  2023-10-21T19:01Z [----] followers, [--] engagements


"2 Dollar Tree $DLTR - leading operator of discount variety stores (Dollar Tree and Family Dollar) with over [-----] stores in and - is a go-to for budget-conscious shoppers which also makes it recession-resistant in some way - 5y avg. ROIC of 10% and ROCE of 12% 😳😍"  
[X Link](https://x.com/RhinoInsight/status/1715805607385575647)  2023-10-21T19:01Z [----] followers, [--] engagements


"3 Target Corp $TGT - focused on using stores as digital sales hubs for shipping and online order pickups - Unlike Walmart and Costco Target relies more on discretionary goods making it sensitive to economic cycles - Current dividend yield of 4% and a 10y-DPS growth of 11%"  
[X Link](https://x.com/RhinoInsight/status/1715805954820743292)  2023-10-21T19:03Z [----] followers, [---] engagements


"@EstockInv I dont know but Ive noticed so many Dollar Trees $DLTR while traveling around in Florida"  
[X Link](https://x.com/RhinoInsight/status/1716132559648592250)  2023-10-22T16:41Z [---] followers, [--] engagements


"@DividendDynasty No Simon Property Group $SPG is on my watchlist"  
[X Link](https://x.com/RhinoInsight/status/1716149419291078916)  2023-10-22T17:48Z [---] followers, [---] engagements


"@IrrationalMrkts Watsco Geberit Belimo Shoei Games Workshop Reply"  
[X Link](https://x.com/RhinoInsight/status/1716611976171048973)  2023-10-24T00:26Z [---] followers, [---] engagements


"While at the gas station I realized an auto parts company🔸OReally Automotive🔸and like always I was interested in the business. Quick Google search and I was shocked😳 $ORLY shares returned over 36000% while operating in the boring auto parts industry🤯 Here are some facts about the business👇 ➡ prominent player in the automotive aftermarket industry in & ➡ founded in [----] and currently operates over [----] stores providing wide range of automotive parts tools supplies equipment and professional services ➡ New CEO Brad Beckham started as Parts Specialist in [----] ➡ Rev and EPS growth with CAGR"  
[X Link](https://x.com/RhinoInsight/status/1716785664929169892)  2023-10-24T11:56Z [---] followers, [---] engagements


"@FromValue $REY $SUS $0KFH $GAW $FNOX $NCAB"  
[X Link](https://x.com/RhinoInsight/status/1717154109629878592)  2023-10-25T12:20Z [----] followers, [---] engagements


"@investwithwes1 Same happened with $META when it dropped below $100 per share"  
[X Link](https://x.com/RhinoInsight/status/1717701116698226937)  2023-10-27T00:33Z [---] followers, [---] engagements


"In this kind of environment it's better to know what to AVOID rather than what to buy. Quarterly earnings are just NOISE. $META $AMZN $GOOG"  
[X Link](https://x.com/RhinoInsight/status/1717891200441520543)  2023-10-27T13:09Z [---] followers, [---] engagements


"@DvdndDiplomats Why $ABBV instead of $BMY"  
[X Link](https://x.com/RhinoInsight/status/1718045023361433912)  2023-10-27T23:20Z [---] followers, [---] engagements


"@FinanceLancelot @mu_tradingview Cash😳"  
[X Link](https://x.com/RhinoInsight/status/1718439229905137725)  2023-10-29T01:26Z [---] followers, [--] engagements


"@LibertyRPF Wow😳 Zelda😍"  
[X Link](https://x.com/RhinoInsight/status/1718681967351226875)  2023-10-29T17:31Z [---] followers, [--] engagements


"@stonkmetal Yes most of the time. Given another 10-20% multiple contraction you enter mega sale territory like Christmas plus Black Friday combined😊"  
[X Link](https://x.com/RhinoInsight/status/1718683984698237398)  2023-10-29T17:39Z [---] followers, [---] engagements


"@LibertyRPF Absolutely I spend more time playing Zelda then performing DCF calculations🤣"  
[X Link](https://x.com/RhinoInsight/status/1718684609322405928)  2023-10-29T17:41Z [---] followers, [--] engagements


"@stonkmetal Do you expect more than a 3% dividend yield My thinking is why should they pay me dividends when the management has figured out how to efficiently deploy capital at such high ROIC levels"  
[X Link](https://x.com/RhinoInsight/status/1718689474052338167)  2023-10-29T18:01Z [---] followers, [---] engagements


"While Im driving through #Florida passing by beautiful 🏖 beaches what catches my eye is the presence of self-storage companies everywhere. For the sake of storage space what are you storing guys 😳 And for those interested in some publicly listed self-storage businesses👇"  
[X Link](https://x.com/RhinoInsight/status/1721355041498386727)  2023-11-06T02:33Z [---] followers, [--] engagements


"1 Public Storage $PSA) - High-quality self-storage REIT and second largest on the market with over [----] owned properties - Only player in the sector with a A2/A credit ratings from Moody's and S&P - Attractive dividend yield of 4.7%"  
[X Link](https://x.com/RhinoInsight/status/1721355078433489227)  2023-11-06T02:33Z [---] followers, [--] engagements


"5 National Storage Affiliates Trust $NSA - acquisition of self-storage properties owning [----] self-storage properties in and - 66% of its properties in the Sun Belt region which enjoys higher economic & population growth - Current Dividend Yield of 7.3%"  
[X Link](https://x.com/RhinoInsight/status/1721357078512517430)  2023-11-06T02:41Z [---] followers, [--] engagements


"While Im driving through #Florida passing by beautiful 🏖 beaches what catches my eye is the presence of self-storage companies everywhere. For the sake of storage space what are you storing guys And for those interested in some publicly listed self-storage businesses👇"  
[X Link](https://x.com/RhinoInsight/status/1721360679154627056)  2023-11-06T02:55Z [---] followers, [---] engagements


"1 Public Storage $PSA - High-quality self-storage REIT and second largest on the market with over [----] owned properties - Only player in the sector with a A2/A credit ratings from Moody's and S&P - Attractive dividend yield of 4.7%"  
[X Link](https://x.com/RhinoInsight/status/1721360680517837310)  2023-11-06T02:55Z [---] followers, [--] engagements


"2 Extra Space Storage $EXR - Largest player in the space - Acquisition-driven growth with [----] properties over the last [--] years - 16% annual returns since IPO in [----] - BBB+ credit rating & approx $2 billion in liquidity"  
[X Link](https://x.com/RhinoInsight/status/1721360682719883501)  2023-11-06T02:55Z [---] followers, [--] engagements


"3 CubeSmart $CUBE - self storage REIT with a portfolio of [----] properties - revolutionized standard point of sale systems into a best-in-class contactless online platform - Current Dividend Yield of 5.4%"  
[X Link](https://x.com/RhinoInsight/status/1721360684695294232)  2023-11-06T02:55Z [---] followers, [--] engagements


"4 U-Haul $UHAL - better known for its rental trucks & moving equipment - one of the largest providers of self-storage solutions nationwide with [----] million square feet of owned or managed properties across and 📷"  
[X Link](https://x.com/RhinoInsight/status/1721360686746325415)  2023-11-06T02:55Z [---] followers, [--] engagements


"@RalfWersten $BMY aus und Ping An Insurance aus"  
[X Link](https://x.com/RhinoInsight/status/1722334077607416318)  2023-11-08T19:23Z [---] followers, [---] engagements


"@Techaktien1 Bei der bernahme von Zynga habe ich paar $TTWO bertragen bekommen"  
[X Link](https://x.com/RhinoInsight/status/1722431979004547290)  2023-11-09T01:52Z [---] followers, [---] engagements


"@EstockInv Wow $TEP and $FTNT are on my watchlist😉👍"  
[X Link](https://x.com/RhinoInsight/status/1722802431245922633)  2023-11-10T02:24Z [---] followers, [---] engagements


"@DividendKoenig Gestern mit der Analyse fertig und muss sagen was fr ein Unternehmen. Whrend der Peer Analyse habe ich einen anderen Hidden Champion aus DE entdeckt Nemetscheck $NEM"  
[X Link](https://x.com/RhinoInsight/status/1722970114729914395)  2023-11-10T13:31Z [---] followers, [--] engagements


"@Letmoneywork050 Falls dir Accenture und das Business gefllt dann schau dir mal Reply $REY aus an😉"  
[X Link](https://x.com/RhinoInsight/status/1722970698811941308)  2023-11-10T13:33Z [---] followers, [--] engagements


"@HiddenValueGems @jtkoster Did he share some names or specific ideas"  
[X Link](https://x.com/RhinoInsight/status/1722978486648779220)  2023-11-10T14:04Z [----] followers, [---] engagements


"While Im driving through #Florida passing by beautiful 🏖 beaches what catches my eye is the presence of self-storage companies everywhere. For the sake of storage space what are you storing guys And for those interested in some publicly listed self-storage businesses👇"  
[X Link](https://x.com/RhinoInsight/status/1723343654050230693)  2023-11-11T14:15Z [---] followers, [---] engagements


"1 Public Storage $PSA - High-quality self-storage REIT and second largest on the market with over [----] owned properties - Only player in the sector with a A2/A credit ratings from Moody's and S&P - Attractive dividend yield of 4.7%"  
[X Link](https://x.com/RhinoInsight/status/1723343666922594415)  2023-11-11T14:15Z [---] followers, [--] engagements


"2 Extra Space Storage $EXR - Largest player in the space - Acquisition-driven growth with [----] properties over the last [--] years - 16% annual returns since IPO in [----] - BBB+ credit rating & approx $2 billion in liquidity"  
[X Link](https://x.com/RhinoInsight/status/1723343931482460628)  2023-11-11T14:16Z [---] followers, [--] engagements


"3 CubeSmart $CUBE - self storage REIT with a portfolio of [----] properties - revolutionized standard point of sale systems into a best-in-class contactless online platform - Current Dividend Yield of 5.4%"  
[X Link](https://x.com/RhinoInsight/status/1723344197321695321)  2023-11-11T14:17Z [----] followers, [--] engagements


"4 U-Haul $UHAL - better known for its rental trucks & moving equipment - one of the largest providers of self-storage solutions nationwide with [----] million square feet of owned or managed properties across and"  
[X Link](https://x.com/RhinoInsight/status/1723344415526154562)  2023-11-11T14:18Z [----] followers, [--] engagements


"5 National Storage Affiliates Trust $NSA - Another self-storage REIT owning [----] properties in and - 66% of its properties in the Sun Belt region which enjoys higher economic & population growth - Current Dividend Yield of 7.3%"  
[X Link](https://x.com/RhinoInsight/status/1723344659160690761)  2023-11-11T14:19Z [----] followers, [---] engagements


"What are your thoughts on the self-storage sector Given that the REIT sector overall has experienced a significant decline since the beginning partly due to rising interest rates do you own any businesses in this area @rbradthomas"  
[X Link](https://x.com/RhinoInsight/status/1723345305863598426)  2023-11-11T14:21Z [---] followers, [--] engagements


"Investment legend Seth Klarmans Q3 portfolio update Increase in - Willis Tower Watson $WLTW - Dollar General $DG - Liberty Global $LBTYA ➡New investments in - $CRH - Clarivate $CLVT - Jacobs Solutions $J - Tower Semiconductor $TSEM Reduction in - Alphabet $GOOGL - Qorvo $QRVO - New Oriental Education $EDU - Garrett Motion $GTX Complete sell-off - Amazon $AMZN - Union Pacific $UNP In 3Q23 he held U.S. stocks worth $5.2B (down 7% QoQ) Do you have any on your watchlist or portfolio"  
[X Link](https://x.com/RhinoInsight/status/1724880159075930522)  2023-11-15T20:00Z [---] followers, [---] engagements


"@gurgavin Dollar General $DG John Deere $DE"  
[X Link](https://x.com/RhinoInsight/status/1725487421125530032)  2023-11-17T12:13Z [---] followers, [---] engagements


"Check out the latest Friday Roundup packed with links to in-depth analysis of businesses such as Autodesk $ADSK or Nick Train's interview with Investors' Chronicle and more👇 Also don't miss the latest Black Friday Sale😉 🔗Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1725570522862190686)  2023-11-17T17:44Z [---] followers, [---] engagements


"@IFB_podcast Revenue and FCF per employee are particularly important metrics for businesses where strategic acquisition is a key part of the business model. For example IT service and consultancy business led by Accenture Tata InfoSys or niche players like Reply $REY"  
[X Link](https://x.com/RhinoInsight/status/1725922865395183624)  2023-11-18T17:04Z [---] followers, [---] engagements


"@bizbreakdowns Synopsys And please dont forget VAT from"  
[X Link](https://x.com/RhinoInsight/status/1727636291603284402)  2023-11-23T10:32Z [---] followers, [--] engagements


"🚨 Black Friday Special: 50% off Annual Plan🚨 Exclusive business Deep-Dives Friday Roundups Insider Reports that are rarely covered in mainstream media or elsewhere. Subscribe now👇 #BlackFriday #RhinoInsight #SubscribeNow"  
[X Link](https://x.com/RhinoInsight/status/1727953375910609063)  2023-11-24T07:32Z [---] followers, [---] engagements


"@KoyfinCharts $ORLY O'Reilly Automotive the largest auto parts retailer in and a tremendous wealth-building machine Over 40000% since IPO😍"  
[X Link](https://x.com/RhinoInsight/status/1728494704101077496)  2023-11-25T19:23Z [---] followers, [----] engagements


"Check out the latest issue of The Insider Report - Week [--] covering buys & sells by company insiders in . One of the companies with insider buys made it to my watchlist for further research. Stay tuned and never miss the latest insights and analysis👇 🔗Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1728830522686857531)  2023-11-26T17:38Z [---] followers, [---] engagements


"@DividendDynasty Mensch und Maschine Software SE $MUM Nemetschek $NEM Games Workshop $GAW Kainos $KNOS Diploma $DPLM Shoei Co. $7839 Nihon M&A $2127 As One Corp $7476 Revenio Group Oyj $REGV1 QT Group $QTCOM $NCAB Fortnox $FNOX Teleperformance $TEP just to name a few😉"  
[X Link](https://x.com/RhinoInsight/status/1730271236477923590)  2023-11-30T17:03Z [----] followers, [---] engagements


"@Quality_stocksA Solid portfolio Thanks for sharing🙏👍 I like Keyence on your watchlist. Amazing business & Management😍"  
[X Link](https://x.com/RhinoInsight/status/1730580893725540470)  2023-12-01T13:33Z [----] followers, [---] engagements


"The latest Friday Roundup is out packed with links to in-depth analysis of businesses such as $BABA & $FPT or to an amazing interview w Rosemary Banyard on Small-Caps. Alsodont miss Baillie Giffords latest write-up on incl some great stocks mentioned👇 🔗Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1730646064007385334)  2023-12-01T17:52Z [----] followers, [---] engagements


"The Insider Report - Week [--] is out covering buys & sells by company insiders in and This week two businesses #BARN & #NOEJ with insider trades made it to my watchlist for further research. Stay tuned and never miss the latest insights and analysis👇 🔗 Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1731420913168416962)  2023-12-03T21:11Z [---] followers, [---] engagements


"@DarioCpx $BABA is at the same point in terms of sentiment where $META was a few months ago. Few"  
[X Link](https://x.com/RhinoInsight/status/1732186244480983466)  2023-12-05T23:52Z [---] followers, [---] engagements


"Check out the latest Friday Roundup packed with links to in-depth analysis of businesses such as Tencent $TCEHY by @investwithwes1 and more 🔗Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1733177118362910956)  2023-12-08T17:30Z [---] followers, [---] engagements


"@LionCubsFund Very close to add Mensch und Maschine Software after my recent deep-dive. Fantastic growth story with a very-high and growing property sofware business founder owns around 45% of the company 5y avg. ROIC of 19% High cash flow generation with FCF growth of 5y-CAGR of 30%"  
[X Link](https://x.com/RhinoInsight/status/1736192617409626402)  2023-12-17T01:12Z [---] followers, [---] engagements


"@InvestInAssets Based on my recent deep dive I would rank Mensch und Maschine Software $MUM right after Nemetschek with a great further outlook and secular tailwind"  
[X Link](https://x.com/RhinoInsight/status/1736313618592092561)  2023-12-17T09:13Z [---] followers, [---] engagements


"@KielerFinanzen Macht dir die Summe die die Amerikaner in den nchsten [--] Monaten refinanzieren mssen plus das Defizit keine Sorgen"  
[X Link](https://x.com/RhinoInsight/status/1737111976382468385)  2023-12-19T14:05Z [---] followers, [---] engagements


"@joecarlsonshow Absolutely amazing On my recent Florida trip I discovered a few other businesses whose share price performances blew my mind such as OReilly Automotive $ORLY"  
[X Link](https://x.com/RhinoInsight/status/1738021911823544462)  2023-12-22T02:21Z [---] followers, [---] engagements


"@ThierryBorgeat Schade dass die Zentralbanken in der westlichen Welt ihre einzige und alleinige Aufgabe der Preisniveau- und Geldwertstabilitt aufgegeben haben und nur noch politischen Agenden folgen oder Folge leisten mssen"  
[X Link](https://x.com/RhinoInsight/status/1738089662328061995)  2023-12-22T06:50Z [---] followers, [--] engagements


"The latest Friday Roundup is out packed with links to in-depth analysis of businesses such as $KSP and $TOI a spin-off from Constellation Software. Also dont miss Baillie Giffords latest research on 'Why Growth Why Now' 🔗 Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1738263013877051807)  2023-12-22T18:19Z [----] followers, [---] engagements


"@Markus_Krall Viel heftiger ist dass die Top-Steuerzahler des Landes sich das gefallen und es jeden Tag ber sich ergehen lassen"  
[X Link](https://x.com/anyuser/status/1738471246726062278)  2023-12-23T08:06Z [----] followers, [----] engagements


"@MnkeDaniel Replay SpA $REY Due to demographic factors countries will be compelled to maintain or increase their GDP through enhanced productivity which will in turn boost IT service providers as they are key enablers of digitalization"  
[X Link](https://x.com/RhinoInsight/status/1738858357937565804)  2023-12-24T09:45Z [---] followers, [----] engagements


"@MnkeDaniel About EUR [--] billion which is now up about 30% since it was featured on RhinoInsight You can check out my detailed analysis here 👇"  
[X Link](https://x.com/RhinoInsight/status/1738864151928184849)  2023-12-24T10:08Z [---] followers, [---] engagements


"@MoS_Investing Procter & Gamble And the following ones which are unfortunately not publicly listed - Lego - Rituals - HiPP"  
[X Link](https://x.com/RhinoInsight/status/1738905892827935096)  2023-12-24T12:54Z [---] followers, [---] engagements


"@InvestmentTalkk Before you make fun of a kid for believing in Santa just remember millions of people calculated $META intrinsic value but only a few people bought when it dropped $100 in October this year"  
[X Link](https://x.com/RhinoInsight/status/1739371980170641495)  2023-12-25T19:46Z [---] followers, [---] engagements


"@jusifov Kauflaune House-price-to-income ratio in vielen Stdten ist noch auf Blasen-Level plus die leistungsfeindlichste Regierung alle Zeiten. Bsp. wer kauft ne Immo in Ingolstadt oder Umland wenn Audi Dank der Energie- und Wirtschaftspolitik zum Museum wird"  
[X Link](https://x.com/RhinoInsight/status/1739596849239957707)  2023-12-26T10:39Z [---] followers, [--] engagements


"@KoyfinCharts Geopolitical escalation plus soaring Bond yields"  
[X Link](https://x.com/anyuser/status/1740050192265884039)  2023-12-27T16:41Z [--] followers, [--] engagements


"@ThierryBorgeat Hab Accenture im Rahmen der Peer Analyse angeschaut und mich dennoch fr Reply $REY aus entschieden"  
[X Link](https://x.com/RhinoInsight/status/1741181524890747301)  2023-12-30T19:36Z [---] followers, [--] engagements


"@marketplunger1 Never heard of Cargrill😳👍 Chocoladefabriken Lindt & Spruengli AG 🍫"  
[X Link](https://x.com/RhinoInsight/status/1741895560833929234)  2024-01-01T18:53Z [----] followers, [----] engagements


"@MoneyMagister Hab die letzten Insider Trades in USA in meinem letzten Insider Trade Report mit aufgenommen und $OXY war auf Platz [--] der Top5 Insider Buys in KW51. Was denkst du ber andere Werte wie Devon Energy $DVN"  
[X Link](https://x.com/anyuser/status/1742103875186823186)  2024-01-02T08:41Z [--] followers, [--] engagements


"@CCM_Brett Reply $REY - Founder/Family-led IT service company with Rev & EPS 10y-CAGRs of 14% & 20% - Strong balance sheet with a net cash position and avg. 5y ROIC of 15% - Operating in a multi-trillion dollar industry expected to grow with a CAGR of 14% reaching USD [---] T in 2027"  
[X Link](https://x.com/RhinoInsight/status/1742215522341605594)  2024-01-02T16:05Z [---] followers, [----] engagements


"I apologize for not going through the entire thread. The mention of nine Alibaba employees and the subsequent conclusions really triggered me emotionally. It appears to be yet another example of propaganda from the US and Western media. Consider this scenario: if I were to speak with [---] or even [----] employees in the German automotive sector today what do you think their general mood would be Can you imagine the magnitude of the mess Its mind-blowing to see the extent and magnitude of propaganda in Western media of which most Westerners seem completely unaware"  
[X Link](https://x.com/RhinoInsight/status/1742485289816277114)  2024-01-03T09:57Z [---] followers, [----] engagements


"@Invesquotes Wow the work is of word class quality🙏👍 Im just curious during your research did you also come across the VAT Group from Switzerland known for its vacuum valves and related services in the semiconductor industry"  
[X Link](https://x.com/anyuser/status/1742895059198988687)  2024-01-04T13:05Z [--] followers, [----] engagements


"@Mayhem4Markets @AyeshaTariq German Inflation Rate at 3.7% It seems that either youre disconnected from real life like many politicians & gov statisticians today or youre just another government bot. Dont take every tweet seriously. However in cases of manipulative propaganda you should step up"  
[X Link](https://x.com/anyuser/status/1743266086085161432)  2024-01-05T13:39Z [--] followers, [--] engagements


"@GlobalTickers The pandemic crash provided an opportunity with Rational but I missed it😓"  
[X Link](https://x.com/RhinoInsight/status/1743698000721953125)  2024-01-06T18:16Z [---] followers, [--] engagements


"@ValueInvestJpn Good summary Maybe Switzerland"  
[X Link](https://x.com/RhinoInsight/status/1743960580132573389)  2024-01-07T11:39Z [---] followers, [---] engagements


"@aotero808 @ValueInvestJpn Your answer sounds interesting but I didnt get it. Someone moved to Naples FL from Switzerland and even they cant practice their profession they are still happy with that move"  
[X Link](https://x.com/RhinoInsight/status/1743981243174146283)  2024-01-07T13:01Z [---] followers, [--] engagements


"@CWRoehl @dollarsanddata Hab den Artikel noch nicht gelesen aber viele werden bald merken dass $MFST $NVDA $META $AAPL auch nur mit der Hlfte der aktuellen Bewertungen Top Unternehmen sind😉"  
[X Link](https://x.com/RhinoInsight/status/1744807353898225984)  2024-01-09T19:44Z [---] followers, [---] engagements


"@Strslkchn @dede_eyesan So were European and US equities and some still are like Hello Fresh BioNTech Zalando Beyond Meat Peloton and many others"  
[X Link](https://x.com/RhinoInsight/status/1744933996658663779)  2024-01-10T04:07Z [---] followers, [--] engagements


"@MihaiDoho @ftr_investors @Stock_Inf0 @The_AI_Investor @StockSavvyShay @DisruptorStocks @FedexSTi @ronjonbSaaS @sv_techie @EricFlaningam @QCompounding Wow Couldnt agree more I would probably add Debt/Equity [--] but for most software companies like the ones you also listed its not a problem anyway"  
[X Link](https://x.com/RhinoInsight/status/1744944048501063995)  2024-01-10T04:47Z [---] followers, [---] engagements


"Im preparing an epic post/essay on how Western media and social media pundits have misled an entire cohort of investors regarding generational buying opportunities in emerging markets especially in #China #HongKong I already have the title: Conventional Wisdom: Unquestioned Beliefs & Ideas China and The West and The Lonely Contrarian Investor Please help me collect all the fear-mongering propaganda-like news tweets and any other format by tagging me or sending me DMs. I promise it will be very engaging and more philosophical than scientific research although it will contain some unknown facts"  
[X Link](https://x.com/RhinoInsight/status/1744979770603958571)  2024-01-10T07:09Z [---] followers, [--] engagements


"So based on the poll results and some input from subreddit r/Aktien the next deep-dive will be on 👉 Rational AG the leading manufacturer of multifunctional foodservice equipment with a global market share of 50% and great performance since IPO Like always stay tuned😉 Now that my in-depth analysis of Knorr-Bremse $KBX is published Im ready to begin working on the next one. Which of these should I explore next👇 Now that my in-depth analysis of Knorr-Bremse $KBX is published Im ready to begin working on the next one. Which of these should I explore next👇"  
[X Link](https://x.com/RhinoInsight/status/1745104458353090599)  2024-01-10T15:25Z [---] followers, [---] engagements


"@European_DGI Watsco $WSO"  
[X Link](https://x.com/RhinoInsight/status/1745351379416203446)  2024-01-11T07:46Z [----] followers, [----] engagements


"The first Friday Roundup of the year is out packed with links to in-depth analysis of businesses such as Ultra Beauty $ULTA . Also dont miss the deep-dive into US Utilities by Gabelli Fund. Enjoy👇 🔗 Link in Bio"  
[X Link](https://x.com/RhinoInsight/status/1745872591540125924)  2024-01-12T18:17Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@RhinoInsight Avatar @RhinoInsight RhinoInsight

RhinoInsight posts on X about stocks, china, und, $rey the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance stocks countries technology brands cryptocurrencies automotive brands travel destinations currencies social networks celebrities

Social topic influence stocks, china, und, $rey, germany, balance sheet, investment, money, $tep, $mum

Top accounts mentioned or mentioned by @michaelaarouet @investinassets @mikefritzell @qualitystocksa @leadlagreport @koyfincharts @elonmusk @adamkhootrader @dividenddynasty @bourboncap @financelancelot @henrikzeberg @marketplunger1 @hiddenvaluegems @ftrinvestors @letmoneywork050 @pudgypenguins @evfcfaddict @thierryborgeat @investwithwes1

Top assets mentioned Alibaba Group (BABA) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Palantir Technologies Inc. (PLTR) Celsius Holdings, Inc. Common Stock (CELH) UnitedHealth Group (UNH) Grab Holdings Limited Class A Ordinary Shares (GRAB) Killer Bean (BEAN) Bitcoin (BTC) Five Below, Inc. (FIVE) Decentral Games (DG) Pudgy Penguins (pudgypenguins) Devon Energy Corp (DVN) Metadium (META) TURKCELL ILETISIM HIZMETLERI A.S. ADS (TKC) Mastercard, Inc. (MA) Bristol-Myers Squibb Co (BMY) Accenture (ACN) Pudgy Penguins (PENGU) Intuitive Surgical, Inc. (ISRG)

Top Social Posts

Top posts by engagements in the last [--] hours

"Oh boy so many 💎s on the horizon - Einhell $EIN3 - Villeroy & Boch $VIB3 - Mensch und Maschine $MUM - Fielmann $FIE - Shoei Co. $7839 - Howden Joinery $HWDN - Games Workshop $GAW - Tecnoglass $TGLS - Insperity $NSP - Asseco $ASOZY - Text $TXT - Surgical Science $SUS https://twitter.com/i/web/status/1713223179630428254 https://twitter.com/i/web/status/1713223179630428254"
X Link 2023-10-14T16:00Z [----] followers, [----] engagements

"@VidarCoc Games Workshop $GAW Howden Joinery $HWDN"
X Link 2023-10-31T11:24Z [----] followers, [---] engagements

"@KoyfinCharts Just shared my latest deep-dive on $MUM today a hidden champion from (Link in Bio). Other than that👇 Reply $REY Shoei Co. As One Corp Surgical Science $SUS Fortnox $FNOX Monarch Cement $MCEM Howden Joinery $HWDN"
X Link 2023-11-09T22:51Z [----] followers, [---] engagements

"@DividendDynasty Amazing businesses😍👍 Here are some from my Watchlist Howden Joinery $HWDN Kainos $KNOS Ashtead Group $AHT Diploma $DPLM"
X Link 2024-03-02T14:32Z [----] followers, [---] engagements

"@marketplunger1 Games Workshop $GAW Howden Joinery $HWDN Goodwin $GDWN"
X Link 2024-12-16T14:23Z [----] followers, [---] engagements

"Thx for participating🙏 My next deep-dive will be on Knorr-Bremse $KBX a Hidden Champion from with over [---] years of continues innovation. Stay tuned😉 So after my latest write-up on $MUM Im gearing up to dive deep into another company analysis. Which of these should I explore next 👇 So after my latest write-up on $MUM Im gearing up to dive deep into another company analysis. Which of these should I explore next 👇"
X Link 2023-11-17T19:17Z [----] followers, [---] engagements

"@HiddenValueGems Mensch und Maschine Software $MUM - Founder owns about 45% of the company Fielmann $FIE - Fielmann Family owns 76% of shares outstanding founder & former CEO handed over to his son Marc Fielmann Knorr Bremse $KBX - Estate of Heinz Hermann owns 50% of the company"
X Link 2023-12-01T14:53Z [----] followers, [----] engagements

"Dont miss the exciting news reflections on [----] and new updates for 2024😉 Also subscribe now to ensure that you dont miss my latest deep-dive on Knorr-Bremse $KBX one of the global leaders in braking systems which will be published later today👇 🔗 Link in Bio"
X Link 2024-01-04T10:28Z [----] followers, [----] engagements

"Check out my latest deep-dive on Knorr-Bremse $KBX one of the worlds leading manufacturer of brake systems in rail & commercial vehicles. With over a century of innovation & success the future looks bright if the company manages to solve short-term issues. 🔗Link in Bio"
X Link 2024-01-04T17:47Z [----] followers, [----] engagements

"Now that my in-depth analysis of Knorr-Bremse $KBX is published Im ready to begin working on the next one. Which of these should I explore next👇 Badger Meter $BMI Rational AG $RAA Nihon M&A Center As One Corp Badger Meter $BMI Rational AG $RAA Nihon M&A Center As One Corp"
X Link 2024-01-06T11:21Z [----] followers, [---] engagements

"Tracsis $TRCS ➡leading provider of software-based rail automation solutions ➡ Rev and EPS (3y) of 19.5% and 32% ➡ Avg. ROCE (5y) of 8.2% and FCF-Margin of 9.8% ➡ Solid Balance sheet with almost no debt"
X Link 2024-03-25T12:45Z [----] followers, [---] engagements

"Goodwin $GDWN ➡ 140-year-old highly specialised manufacturer of advanced castings for various industries incl. defence and nuclear ➡ Rev and EPS (3y) of 12.3% and 32.7% ➡ Avg. ROCE (5y) of 11.3% and FCF-Margin of 8.6% ➡ Solid balance sheet with debt/equity of [--] https://twitter.com/i/web/status/1772243460524769480 https://twitter.com/i/web/status/1772243460524769480"
X Link 2024-03-25T12:45Z [----] followers, [---] engagements

"If you could only put money into stocks from your home country which ones would you pick Here are my favorites Switzerland ➡ Geberit $GEBN ➡ Belimo $BEAN ➡ Also $ALSN Im curious about yours👀 Please drop your Top [--] favorites below👇"
X Link 2024-04-13T07:33Z [----] followers, [----] engagements

"Knorr-Bremse $KBX: Worlds leading manufacturer of brake systems in rail & commercial vehicles with ➡ Excellent 1Q24 results ➡ Low-debt ➡ Deep moat & well-filled order book Since my initial report the company is up over 25% 🚀 It's now FREE for everyone👇 🔗 Link in Bio"
X Link 2024-07-16T07:34Z [----] followers, [---] engagements

"Did you know that Heinz H. Thiele long-term Chairman of Knorr-Bremse rejected a consulting firm's advice to pivot from brakes when he took over the company Today [--] years later $KBX is a global leader in rail and truck brake systems. ➡ A visionary founder and superior management team mattera lot For more👇 🔗 Link in Bio Knorr-Bremse $KBX: Worlds leading manufacturer of brake systems in rail & commercial vehicles with ➡ Excellent 1Q24 results ➡ Low-debt ➡ Deep moat & well-filled order book Since my initial report the company is up over 25% 🚀 It's now FREE for everyone👇 🔗 Link in Bio"
X Link 2024-07-18T09:44Z [----] followers, [---] engagements

"Ups 🥶 Here is a list of publicly traded companies related to windmills - Vestas Wind Systems $VWS - Siemens Gamesa (owned by Siemens Energy $ENR) - Nordex SE $NDX1 JUST IN - Trump: "Windmills are an economic and environmental disaster. I don't want even one built during my administration." JUST IN - Trump: "Windmills are an economic and environmental disaster. I don't want even one built during my administration.""
X Link 2025-01-15T17:37Z [----] followers, 11.1K engagements

"Stocks I covered on @RhinoInsight when nobody on X was (and still) talking about. They are still flying under the trend radar on X - Rational AG $RAA - Knorr Bremse $KBX - Reply SpA $REY - Turkcell $TKC - Shoei Co. - Jungfraubahnen $JFN Link in Bio"
X Link 2025-06-24T10:57Z [----] followers, [----] engagements

"The latest Friday Roundup is out Packed with links to insightful reads like how to use Perplexity in financial research deep-dives ( $BVI $001.HK $SES ) and more. Enjoy 👇 🔗 Link in Bio"
X Link 2025-07-11T16:19Z [----] followers, [---] engagements

"Some stocks get on my radar when I just walk through a hotel lobby. Khne & Nagel $KNIN one of the worlds leading logistics comp - K.M. Khne the grandson of the co-founder still holds a 55% stake - 5y avg. ROIC of 24% - 5% Dividend yield - LTM P/E of 16x - Debt/Equity 2"
X Link 2025-09-24T17:01Z [----] followers, [----] engagements

"5 ChatGPT shortcuts every investor needs to know (and save for later): /SWOT /STEP-BY-STEP /MULTI-PERSPECTIVE /ELI5 /COMPARE Just add one of these at the start of your prompt. Example: /COMPARE: Devon Energy Occidental Petroleum"
X Link 2025-10-01T12:25Z [----] followers, [---] engagements

"@Speculator_io Where is Belimo from Switzerland"
X Link 2025-10-02T12:56Z [----] followers, [---] engagements

"Great quality companies😍 Here is a quick SWOT-Analysis of Yara International: 🧵👇 [--] Potential Quality Companies at good valuations: [--]. Yara $YAR.OL [--]. Equinor $EQNR [--]. Inwido $INWI.ST [--]. Maersk $MAERSK-B.CO [--]. Asbury Automotive $ABG Source: @Stockopedia Do you currently see value in any quality names [--] Potential Quality Companies at good valuations: [--]. Yara $YAR.OL [--]. Equinor $EQNR [--]. Inwido $INWI.ST [--]. Maersk $MAERSK-B.CO [--]. Asbury Automotive $ABG Source: @Stockopedia Do you currently see value in any quality names"
X Link 2023-06-17T14:50Z [----] followers, [---] engagements

"Stocks mentioned in this article: 🏢Simon Properties Group $SPG - Sector: Real Estate - Current Stock Price: $112.79 - Market Cap: $36.88B - Enterprise Value (EV): $61.41B 🏢Macerich $MAC - Sector: Real Estate - Current Stock Price: $11.23 - Market Cap: $2.42B - EV: $6.43B"
X Link 2023-06-19T12:07Z [---] followers, [--] engagements

"🏢Apache $APA - Energy - Current Stock Price: $34.38 - Market Cap: $10.6B - EV: $16.58B 🏢Ovintiv $OVV - Sector: Energy - Current Stock Price: $37.54 - Market Cap: $10.19B - EV: $13.00B"
X Link 2023-06-19T12:07Z [---] followers, [--] engagements

"🏢Devon Energy $DVN - Sector: - Current Stock Price: $49.809 - Market Cap: $31.99B - EV: $37.31B 🏢American Express Company $AXP - Sector:Financial Services - Stock Price: $172.19 - Market Cap: $127.99B - EV: $127.33B"
X Link 2023-06-19T12:07Z [---] followers, [--] engagements

"🏢Bank of America $BAC - Sector:Financial Services - Current Stock Price: $29.19 - Market Cap: $232.62B - EV: USD 213.59B 🏢 J.P. Morgan Stanley $JPM - Sector:Financial Services - Stock Price: $88.09 - Market Cap: $418.64B - EV: $237.78B"
X Link 2023-06-19T12:07Z [---] followers, [--] engagements

"🏢Warner Bros Discovery $WBD - Sector: Communication Services - Current Stock Price: $12.80 - Market Cap: USD 31.82B - EV: $78.82B 🏢AMGEN $AMGN - Sector: Healthcare - Current Stock Price: $229.66 - Market Cap: $122.71B - EV: $152.73B"
X Link 2023-06-19T12:07Z [---] followers, [--] engagements

"Stocks mentioned in this article: 🏢Simon Properties Group $SPG - Sector: Real Estate - Current Stock Price: $112.79 - Market Cap: $36.88B - Enterprise Value (EV): $61.41B 🏢Macerich $MAC - Sector: Real Estate - Current Stock Price: $11.23 - Market Cap: $2.42B - EV: $6.43B"
X Link 2023-06-19T12:21Z [---] followers, [--] engagements

"🏢Apache $APA - Sector: Energy - Current Stock Price: $34.38 - Market Cap: $10.6B - EV: $16.58B 🏢Ovintiv $OVV - Sector: Energy - Current Stock Price: $37.54 - Market Cap: $10.19B - EV: $13.00B"
X Link 2023-06-19T12:21Z [----] followers, [--] engagements

"🏢Devon Energy $DVN - Sector: Energy - Current Stock Price: $49.809 - Market Cap: $31.99B - EV: $37.31B 🏢American Express Company $AXP - Sector:Financial Services - Stock Price: $172.19 - Market Cap: $127.99B - EV: $127.33B"
X Link 2023-06-19T12:21Z [----] followers, [--] engagements

"🏢Bank of America $BAC - Sector:Financial Services - Current Stock Price: $29.19 - Market Cap: $232.62B - EV: USD 213.59B 🏢J.P. Morgan Stanley $JPM - Sector:Financial Services - Stock Price: $88.09 - Market Cap: $418.64B - EV: $237.78B"
X Link 2023-06-19T12:21Z [---] followers, [--] engagements

"🏢Warner Bros Discovery $WBD - Sector: Communication Services - Current Stock Price: $12.80 - Market Cap: USD 31.82B - EV: $78.82B 🏢AMGEN $AMGN - Sector: Healthcare - Current Stock Price: $229.66 - Market Cap: $122.71B - EV: $152.73B"
X Link 2023-06-19T12:21Z [---] followers, [--] engagements

"🏢Qualcomm $QCOM - Sector: Technology (Semiconductors) - Current Stock Price: $122.62 - Market Cap: $136.60B - EV: $145.91B"
X Link 2023-06-19T12:21Z [---] followers, [--] engagements

"Great work @ValuablOfficial 😍🙏 Several companies you highlighted are already on my watchlist including Broadcom. I've conducted a quick SWOT-Analysis of Broadcom Inc. $AVGO to get a deeper understanding of their market position. 🧵👇 #Semiconductor #Broadcom #SWOTAnalysis I used consensus data for every public firm to estimate industry growth rates. I found that analysts expect technology and consumer finance businesses to grow the fastest. Dominant firms in growth markets are stars and can be great investments. Data: https://t.co/52JuyIFjHK https://t.co/nkjyNT924N I used consensus data for"
X Link 2023-06-20T11:40Z [----] followers, [---] engagements

"🚨Threats: ➡Rapid technological advancements leading to short product life cycles ➡ Increased competition from comp like $INTC $AMD $NVDA ➡Geopolitical and trade uncertainties impacting global operations"
X Link 2023-06-20T11:40Z [---] followers, [--] engagements

"Great insights by @ftr_investors 💡🙏 And here is the list if ranked by FCF margin the true measure of profitability (Prior P/E ranking) [--]. (1.) $V - 610% [--]. (2.) $VRSN - 564% [--]. (4.) $MA - 544% [--]. (7.) $AVGO - 491% [--]. (9.) $CHKP - 462%"
X Link 2023-06-21T08:30Z [---] followers, [--] engagements

"6. (19.) $ADBE - 4201% [--]. (18.) $MCHP - 377% [--]. (15.) $ASML - 339% [--]. (8.) $MSFT - 329% [--]. (16.) $KLAC - 326% [--]. (13.) $ADI - [---] [--]. (11.) $ATVI - 311% [--]. (12.) $LSCC - 309% [--]. (17.) $NVDA - 302% [--]. (3.) $TXN - 296%"
X Link 2023-06-21T08:30Z [---] followers, [--] engagements

"16. (20.) $APPL - 2826% [--]. (5.) $TSM - 230% [--]. (14.) $UMC - 226% [--]. (6.) $GEN - 225% [--]. (10.) $ANET - 102%"
X Link 2023-06-21T08:30Z [---] followers, [--] engagements

"Great insights by @ftr_investors💡🙏 And here is the list if ranked by FCF margin the true measure of profitability (Prior Profit Margin ranking) [--]. (1.) $V - 610% [--]. (2.) $VRSN - 564% [--]. (4.) $MA - 544% [--]. (7.) $AVGO - 491% [--]. (9.) $CHKP - 462% The profit margin illustrates how much of each dollar in revenue translates into profit. Here are the Top [--] companies (10 billion mcap) in the tech sector with the highest profit margins: [--]. $V - Visa - 533% [--]. $VRSN - Verisign - 490% [--]. $TXN - Texas Instruments - 421% [--]. https://t.co/PLACJYgySJ The profit margin illustrates how much of each dollar"
X Link 2023-06-21T08:46Z [---] followers, [---] engagements

"6. (19.) $ADBE - 4201% [--]. (18.) $MCHP - 377% [--]. (15.) $ASML - 339% [--]. (8.) $MSFT - 329% [--]. (16.) $KLAC - 326% [--]. (13.) $ADI - 314% [--]. (11.) $ATVI - 311% [--]. (12.) $LSCC - 309% [--]. (17.) $NVDA - 302% [--]. (3.) $TXN - 296%"
X Link 2023-06-21T08:47Z [--] followers, [---] engagements

"16. (20.) $APPL - 2826% [--]. (5.) $TSM - 230% [--]. (14.) $UMC - 226% [--]. (6.) $GEN - 225% [--]. (10.) $ANET - 102% Source: @gurufocus (figures based on latest annual reports)"
X Link 2023-06-21T08:49Z [---] followers, [--] engagements

"Another great share by @InvestInAssets 👍🙏 Here are the Top [--] Holdings of AKRE Capital as of 31/3/2023 🧵👇 Akre Capital Management has Compounded its Capital by 13.5% Annually since [----] They are running a Concentrated Quality portfolio consisting of High-Quality names In this thread I will Deconstruct How Akre identifies "Compounding Machines" Let's break it down👇🧵 =Thread= https://t.co/VpnD4QMdmC Akre Capital Management has Compounded its Capital by 13.5% Annually since [----] They are running a Concentrated Quality portfolio consisting of High-Quality names In this thread I will"
X Link 2023-06-26T05:31Z [----] followers, [---] engagements

"1. Mastercard Inc. - Industry: Financial Services - Stock Ticker: $MA [--]. Moody's Corp. - Industry: Financial Services - Stock Ticker: $MCO [--]. American Tower Corp. - Industry: REIT - Stock Ticker: $AMT [--]. Constellation Software Inc. - Industry: Software - Stock Ticker: $CSU [--]. Visa Inc. - Industry: Financial Services - Stock Ticker: $V"
X Link 2023-06-26T05:31Z [----] followers, [---] engagements

"6. O'Reilly Automotive Inc. - Industry: Specialty Retail - Stock Ticker: $ORLY [--]. KKR & Co. Inc. - Industry: Asset Management - Stock Ticker: $KKR [--]. Roper Technologies Inc. - Industry: Software Application - Stock Ticker: $ROP [--]. Brookfield Corp. - Industry: Asset Management - Stock Ticker: $BAM 10.Constellation Software Inc. - Industry: Real Estate Services - Stock Ticker: $CSU"
X Link 2023-06-26T05:31Z [----] followers, [--] engagements

"@InvestInAssets Watsco Inc. $WSO"
X Link 2023-06-26T12:27Z [----] followers, [---] engagements

"- Belimo Holding I'm currently in the midst of my research process (and I'll be featuring this stock in an upcoming edition of my newsletter) but I'd like to share some preliminary thoughts in the form of a SWOT Analysis which I always use as a starting point. 💪Strengths: ➡Established Market Leadership: Founded in [----] Belimo has grown to become a market leader in HVAC control devices actuators and more. Their products are used in a variety of settings including airports factories data centres hotels shopping malls and office buildings. ➡Broad Global Presence: Belimo operates in over 80"
X Link 2023-06-28T09:44Z [----] followers, [--] engagements

"@InvestInAssets Belimo Holding $BEAN.SW"
X Link 2023-06-29T16:22Z [----] followers, [---] engagements

"@RTelford_invest @TrentBlair19 I just deployed the Insider Tracker its now live. I was thinking about tracking trades based on the insider's position and one possible approach would be to utilize ChatGPTsince we already have access to the names of insiders and the company name"
X Link 2023-07-10T18:31Z [---] followers, [---] engagements

"📅 10.07.23 Stock market Buys📈 - Top5 [--] InCity Immobilien AG - $IC8.DE [--] thyssenkrupp nucera AG & Co. - [--] sino AG - $XTP.DE [--] Neon Equity AG - $D77.DE [--] publity AG- $PBY.DE Source: BaFin Database #Investing #InsiderTracker #RhinoInsight"
X Link 2023-07-10T21:10Z [---] followers, [--] engagements

"Follow @RhinoInsight for exciting future updates of the Insider Dealings Tracker: ➡ Real-time stock data enrichment ➡ Sentiment analysis of news social media integration ➡ Expansion of insider dealings coverage to and more"
X Link 2023-07-10T21:10Z [---] followers, [--] engagements

"👀 Latest Insider Transactions 📅 20.07.23 Stock market [--] sino AG $XTP.DE [--] U.C.A. Aktiengesellschaft $UCA1.DE [--] Albis Leasing AG $ALG.DE [--] Neon Equity AG $D77.DE [--] publity AG $PBY.DE Top Sells📉 [--] U.C.A. Aktiengesellschaft Source: BaFin Database 👇"
X Link 2023-07-21T06:34Z [----] followers, [---] engagements

"@LogicalThesis @guastywinds Why do you think $TWLO is a quality company"
X Link 2023-08-03T10:11Z [---] followers, [---] engagements

"@DividendDynasty Ping An Insurance. Deep-Dive analysis is scheduled for release today Stay tuned😉"
X Link 2023-08-12T04:14Z [---] followers, [---] engagements

"Hi @KoyfinCharts👋 Been playing around with the Market Scatter function (love it by the way). Any chance we could get a median or average line for the index It'd be great for benchmarking and spotting outliers more easily.🙏"
X Link 2023-08-17T08:10Z [---] followers, [---] engagements

"Which tools do you use for your investment research Here are my top 10👇 @KoyfinCharts @FINVIZ_com @stratosphere_io Dataroma @roic_ai @SeekingAlpha Trading Economics @Investopedia chatGPT by @OpenAI @biztoc #RhinoInsight"
X Link 2023-08-17T14:13Z [---] followers, [---] engagements

"@DividendDynasty Watsco $WSO"
X Link 2023-08-19T05:03Z [----] followers, [--] engagements

"@MnkeDaniel Certainly. I review annual reports and earnings calls paying special attention to Q&A. Try to understand the business model industry dynamics bear and bull cases .Since launching my Substack Ive adopted a more organized and consistent approach to this process"
X Link 2023-08-21T06:58Z [----] followers, [--] engagements

"Welcoming the new week with new fresh ideas ready to shine ➡ Rational AG $RAA ➡ Reply S.P.A $REY ➡ Rightmove PLC $RMV Do you already own these or have they captured your interest too Here is why they've secured their spots on my watchlist 👇"
X Link 2023-08-21T08:28Z [----] followers, [---] engagements

"@ftr_investors $AXON $NOW $DDOG"
X Link 2023-08-26T11:07Z [---] followers, [--] engagements

"@ShaneCompound24 Recently discovered an Aussie Small-Cap that ticks nearly all your boxes: Dicker Data $DDR Both the Founder & Co-Founder hold 30% of the shares each😍"
X Link 2023-08-28T06:46Z [---] followers, [---] engagements

"@DvdndDiplomats $2318.HK"
X Link 2023-08-29T05:03Z [----] followers, [---] engagements

"@antarcticapital Thx🙏From my research it appears to be the only listed premium helmet manufacturer luckily😊 Im not a biker myself but asked many around me and surprisingly theyre all familiar with Shoei. Researching Shoei was truly fascinating they have an amazing business and product😍"
X Link 2023-08-29T20:24Z [---] followers, [--] engagements

"@AJButton2 Im intrigued by the contrast in investor confidence: doubting the CCP while trusting Europes elites. Take Germany driven by ideology without connection to the real world"
X Link 2023-08-30T09:34Z [----] followers, [--] engagements

"@Letmoneywork050 Mastercard ROIC 40%. vs Visa ROIC 20%"
X Link 2023-08-30T15:38Z [---] followers, [--] engagements

"@chrisxmunn Cant believe my eyes I discovered a company that didnt mention Adj. EBITDA or even EBITDA in their annual reports. Fastenal Co $FAST"
X Link 2023-08-31T08:07Z [---] followers, [--] engagements

"@RalfWersten @Boersenhaendler @finanzgelassen Eure Brsenstammtische sind ja ein kulinarisches Highlight😍"
X Link 2023-09-02T05:27Z [---] followers, [--] engagements

"@Quality_stocksA - still good pipeline of products - Strong Cash Flow generation with 5y-CAGR of 18% - Dividend Yield 3% at todays price levels and avg. payout ratio of just 35% - forward p/e of around 8x much lower then the drug manufacturer industry avg. of 13x"
X Link 2023-09-04T11:54Z [---] followers, [--] engagements

"@Quality_stocksA Absolutely I firmly believe that this uncertainty presents valuable long-term opportunities for $BMY investors"
X Link 2023-09-04T12:22Z [---] followers, [--] engagements

"@LukeWolgram Once a month I explore new horizons beyond my comfort zone. This time its the coal sector. Why I believe that the insane energy policies of elites offering amazing investment potential On my Watchlist: - Whitehaven Coal $WHC - Thungela Resources $TGA"
X Link 2023-09-06T06:38Z [----] followers, [---] engagements

"After my latest deep dive into Shoei Co. Ive already started researching the next company 👇 Reply S.P.A (Ticker: REY) ➡ Leading software integrator and IT consultant firm ➡ Diverse customer base from telecom retail energy to public administration ➡ Strong revenue growth with 5y CAGR of 15% ➡ Operating profit margin of 15% 5y-ROIC of 15% ➡ Operates in a robust long-term growth market powered by digital transformation cloud technology cybersecurity and automation Its going to be another intensive but exciting analysis Stay tuned😉 #RhinoInsight"
X Link 2023-09-09T15:45Z [---] followers, [---] engagements

"Michael Burry Global Investment Tracker🔎 Ive launched a simple web app to track Burrys @michaeljburry global investments uncovering potential hidden gems. Check it out here: 🧑💻Build with @DatabuttonHQ How does the web app work 👇"
X Link 2023-09-10T06:12Z [---] followers, [--] engagements

"@adrien_aiach 🙏👍 Just checked few key metrics and $RFG appears as a promising small-cap business. However further in-depth research is essential. Do you have any insights to share"
X Link 2023-09-10T07:04Z [---] followers, [--] engagements

"Oops How could I forget Cadence🤦♂ Maybe my watchlist has gotten too long which is another issue Im trying to solve programmatically in the near future but thats another matter. So $CDNS is definitely on my watchlist too and both are like the Mastercard and Visa of the electronic design automation (EDA) software space forming nearly a duopoly in this critical and growing industry"
X Link 2023-09-10T10:23Z [---] followers, [--] engagements

"@Stock_Opine $OLY 🚫 $VOT 💡 $CONTX ➡ Watchlist Thanks for sharing🙏👍 Why did you choose Rev 3Y CAGR 8% Any specific reasoning"
X Link 2023-09-12T15:14Z [----] followers, [---] engagements

"Sure👇 - Double digit rev and earning growth over the last 5y better 10y - High 5y avg. ROIC and/or ROE 15% better 20% - Debt/Equity [--] - High customer retention low Management turnover - Instead of thinking about Hype or Crash focusing on Megatrends with growing TAM Just to name few that are important to me. I will share more about the process and how I leverage technology such as AI and NLP to process vast amount of data and find quality-growth companies on @RhinoInsight soon😉"
X Link 2023-09-12T15:29Z [---] followers, [--] engagements

"@themattharbaugh Great analysis Matthew👍🙏 While I believe that $FTNT is excelling on almost all operational fronts the current valuation doesnt offer me enough margin of safety as weve seen recently with Adyen. Definitely on my watchlist"
X Link 2023-09-14T03:50Z [----] followers, [---] engagements

"@StockJabber Unconventional Ideas Biontech $BNTX 👉 🏰 No moat except (past) COVID-19 💉 👉 future pandemic unlikely Volkswagen $VOW3 👉 Market cannibalization due to EVs from $AAPL 👉 exposure & underestimation of geopolitical conflict over 🔒No Investment adviceDYO Research"
X Link 2023-09-15T18:49Z [---] followers, [---] engagements

"@InvestInAssets One of the best filters Ive come across🙏👍 Its funny that two of the companies are already on my watchlist ☺ and Im almost finished with my analysis of Reply ($REY) which will be published soon"
X Link 2023-09-16T12:19Z [---] followers, [--] engagements

"@Benif84 Why did you add Swatch Group Great list of investments"
X Link 2023-09-17T06:41Z [---] followers, [--] engagements

"@Quartr_App @BreeleyCapital @mjmauboussin @CCM_Ryan @TSOH_Investing @ThierryBorgeat @patientinvestt @MoS_Investing @Quality_stocksA @FundasyInvestor @Giuliano_Mana @Stock_Opine @MohnishPabrai In the case of $TXN Im just wondering how much value they would have created if they had just reinvested at a 5-year ROIC of 50% 🤔"
X Link 2023-09-19T08:04Z [---] followers, [---] engagements

"@TheShortBear 💯 Thats why focusing on businesses with sustainable revenue growth (ROICWACC) allows me to concentrate solely on the E of the P/E ratio without gambling or relying on astronomical multiple expansions. Cheap money distorts everything including the Price of anything"
X Link 2023-09-19T11:31Z [---] followers, [---] engagements

"@simpleinvest01 Reply $REY - Founder-led and family owned IT service business (Skin in the Game) - 10y Reveneu & EPS CAGR of 15% / 20% - 5y-ROIC of 15% - operating in a multi billion dollar double-digit growing market Detailed analysis and write-up will be out later this week😉"
X Link 2023-09-19T16:39Z [---] followers, [----] engagements

"@InvestRoiss $2318.HK"
X Link 2023-09-20T05:56Z [----] followers, [---] engagements

"@Alex__Pitti Western propaganda & the fear-selling business of influencers etc. But I believe the main reason is that most investors inlc. professionals are not aware of behavioral biases and thats why most of them continually underperform the index Thanks to all the weak 🙌s"
X Link 2023-09-20T06:29Z [--] followers, [--] engagements

"@InvestInAssets And most of the time its because of the intrinsic value you have calculated using DCF or others that has anchored you to todays price. $APPL $WMT $CSU Still many people profit from promoting how to perform a DCF rather than actually profiting from a DCF calc itself"
X Link 2023-09-21T12:44Z [---] followers, [---] engagements

"@MaxTheComrade Nice portfolio I regularly track the top institutional investors especially in the small-cap space and if Baillie Gifford is among them my confidence rises. Coincidentally I recently shared two ideas where they have also invested. - Shoi Co. $7839 - Reply $REY"
X Link 2023-09-23T16:43Z [---] followers, [--] engagements

"@CCM_Brett 100% agree $ADYEN $DG are prime examples for Value vs Dream investing"
X Link 2023-09-25T07:24Z [---] followers, [--] engagements

"@joecarlsonshow If large caps then $WSO $CME $POOL $SNPS $CDNS"
X Link 2023-09-25T16:22Z [----] followers, [---] engagements

"@HiddenValueGems Agree My Insider Tracker informed me about some transactions in VW and Porsche yesterday. VW Group CEO Oliver Blume was buying 250k shares in each. Of course these are relatively small positions given the market cap of both companies but its interesting"
X Link 2023-09-27T18:48Z [---] followers, [--] engagements

"@IFB_podcast $POOL $WSO $BEAN $TXN"
X Link 2023-09-28T14:16Z [----] followers, [---] engagements

"@HiddenValueGems I collect data from official sources like BaFin for and SIX for The main idea is to visualise and combine all the data to gain deeper insights such as Cluster Buys etc. I'll be adding more features and markets ( etc.) soon. Let me know if you have any ideas😉🙏"
X Link 2023-09-29T19:06Z [---] followers, [--] engagements

"@RTelford_invest @TrentBlair19 Awesome examples and businesses What Ive experienced is that the problem doesnt lie in finding them but in doing nothing and waiting"
X Link 2023-10-02T12:33Z [---] followers, [--] engagements

"@alex_avoigt No chance Never forget culture eats strategy for breakfast and VW is not Rivian nor Tesla. Check VWs management turnover in the last ten years you will know what I mean"
X Link 2023-10-03T05:55Z [---] followers, [---] engagements

"@EquityBrian Instead of looking at daily price actions calculating DCF or evaluating based on P/E check following - revenue and EPS growth - ROIC - balance sheet health - understand total adressable market and industry dynamics"
X Link 2023-10-03T09:43Z [---] followers, [---] engagements

""Singapore: A Modern History" by Michael Barr A comprehensive view of Singapore's modernization journey"
X Link 2023-10-06T07:39Z [---] followers, [--] engagements

""Made in Hong Kong: Transpacific Networks and a New History of Globalization" by Peter E. Hamilton Hong Kong's pivotal role in global trade and culture"
X Link 2023-10-06T07:39Z [---] followers, [--] engagements

"@Quality_stocksA Wow Amazing businesses😍 I only have one of these on my watchlist. The universe of small and great businesses is still too big🤯"
X Link 2023-10-06T09:08Z [---] followers, [----] engagements

"@MichaelAArouet [----] for a meal and a 🍺 Thats ridiculously cheap. Greetings from ☺"
X Link 2023-10-06T10:48Z [---] followers, [---] engagements

"@InvestInAssets Oops need to study the flags better☺ - Scandinavian Medical Solutions $SMSMED The only one that I have on my watchlist"
X Link 2023-10-07T14:23Z [----] followers, [---] engagements

"Finding quality companies sounds easy but how does it work in practice Here is how Polen Capital thinks about it via its [--] Guardrails 👇 🔗Link:"
X Link 2023-10-08T13:14Z [---] followers, [--] engagements

"Just arrived in Florida and did a quick grocery shopping at @Publix. Total bill: $95 for the cheapest toast bread cheese coffee beer and some fruits. My European mind cant comprehend this. #Bidenomics and #Inflation 🤦♂"
X Link 2023-10-11T13:28Z [---] followers, [--] engagements

"Check out he latest Friday Roundup packed with links to in-depth analysis of businesses such as Evolution AB $EVO by @wolfofharcourt Baillie Gifford's write-up on opportunities in the A-share market and more👇 🔗Link in Bio"
X Link 2023-10-14T09:49Z [---] followers, [----] engagements

"@MichaelAArouet Reply $REY with 10y-CAGR 0f 21% @KoyfinCharts recently shared a great list of dividend compounders 👇"
X Link 2023-10-14T11:50Z [---] followers, [---] engagements

"@mind_the_bear 💯 non-EU mind cant comprehent this Shared few ideas from my watchlist recently👇"
X Link 2023-10-14T23:10Z [---] followers, [--] engagements

"@HiddenValueGems Great thread One of my favorite money managers. Ive recently build a simple web app with a specific focus on small caps that helps me to screen through a list of tickers and determine if my favorite money Manager is among the top investors in a 🏢. 🔗"
X Link 2023-10-15T09:51Z [---] followers, [----] engagements

"@fedex774 I put $RH on my watchlist too😉 And Ive seen that Buffets Berkshire is still invested"
X Link 2023-10-15T11:08Z [---] followers, [--] engagements

"@IrrationalMrkts Bill is a legend Thx Kyle for making the point that value investing is not hunting for companies with low P/E🙏👍"
X Link 2023-10-15T20:19Z [---] followers, [---] engagements

"2 Simon Property Group $SPG - An American REIT which owns mills and some of the most prominent malls and outlets in the like Sawgrass Mills in Florida - Current dividend yield of over 7% Highly recommendable write-up by @rbradthomas"
X Link 2023-10-16T10:15Z [---] followers, [---] engagements

"3 Cheesecake Factory $CAKE - A renowned restaurant chain known for its extensive menu and of course delicious cheesecakes🍰 - Operates over [---] restaurants across the United States and overseas"
X Link 2023-10-16T10:15Z [---] followers, [---] engagements

"What is your experience with these brands Do you have any thoughts youd like to share👇"
X Link 2023-10-16T10:15Z [---] followers, [---] engagements

"@Maverick_Equity Wherever I go I always have the opportunity to enjoy a Coke or Dasani water. ColaColas market dominance is truly remarkable"
X Link 2023-10-16T10:38Z [---] followers, [--] engagements

"As Im leaving Miami Beach and heading to next destination 🏖 Im sharing a few other economically resilient US businesses with timeless in-demand products that Ive used and enjoyed so far. One of them isnt widely discussed but seems like a great business👇"
X Link 2023-10-17T21:00Z [---] followers, [---] engagements

"2 The Hershey Company ($HSY) - largest producer of quality chocolate in - owns more than [---] brands across the globe like REESE'S and HERSHEY'S - 5y-ROIC & ROCE of 22% & 30% 😳😍 - 10y Dividend Growth of 10%"
X Link 2023-10-17T21:00Z [---] followers, [--] engagements

"3 Masco Corporation ($MAS) - is a manufacturer and distributer of building and home improvement products - It owns well-known brands such as Delta Faucet and Hansgrohe SE () - 5y-ROIC & ROCE of 28% & 31% 😳😍 - 5y Dividend Growth of 22%"
X Link 2023-10-17T21:00Z [---] followers, [--] engagements

"1 Ashtead Group $AHT 🚜 - a global leader in construction equipment rental - operating under the name Sunbelt Rentals with presence in North America and UK - Strong revenue and EPS growth with CAGR (10y) of 18% and 24% 😳😍 - 5y avg. ROIC & ROCE of 11% & 15% ➡ Watchlist"
X Link 2023-10-19T18:28Z [----] followers, [---] engagements

"2 Oshkosh Corp $OSK 🚚 - leader in the majority of its specialty truck markets such as military vehicles fire trucks and access equipment - Strong backlog of $15 billion which is more than 2x the current market cap - 5y avg. ROIC & ROCE of 10% & 13%"
X Link 2023-10-19T18:28Z [----] followers, [--] engagements

"3 Monarch Cement $MCEM 🧱 - leading US cement producer - Strong revenues and earnings with CAGR (10y) of 8% & 20% - Operating and FCF margin of 24% and 12% - 5y avg. ROIC & ROCE of 14% & 16% - Solid balance sheet with no debt ➡ Watchlist"
X Link 2023-10-19T18:28Z [--] followers, [--] engagements

"@EstockInv Any thoughts on Teleperformance Its one of the stocks Im keeping an eye on and the current valuation seems appealing"
X Link 2023-10-21T11:25Z [---] followers, [--] engagements

"What would be a trip to without shopping 🛍 Lets dive into some interesting businesses in the retail sector that caught my eye while traveling in the Sunshine State #Florida👇"
X Link 2023-10-21T19:01Z [----] followers, [---] engagements

"1 TJX Companies $TJX - Leading off-price retailer in the US and worldwide with over [----] discount stores - owns one of the largest retailers like T.J. Maxx & Marshalls - solid track record of revenue & EPS growth with CAGR(10y) of 7% & 10% - 5y avg. ROIC of 20% & ROCE of 27%😳"
X Link 2023-10-21T19:01Z [----] followers, [--] engagements

"2 Dollar Tree $DLTR - leading operator of discount variety stores (Dollar Tree and Family Dollar) with over [-----] stores in and - is a go-to for budget-conscious shoppers which also makes it recession-resistant in some way - 5y avg. ROIC of 10% and ROCE of 12% 😳😍"
X Link 2023-10-21T19:01Z [----] followers, [--] engagements

"3 Target Corp $TGT - focused on using stores as digital sales hubs for shipping and online order pickups - Unlike Walmart and Costco Target relies more on discretionary goods making it sensitive to economic cycles - Current dividend yield of 4% and a 10y-DPS growth of 11%"
X Link 2023-10-21T19:03Z [----] followers, [---] engagements

"@EstockInv I dont know but Ive noticed so many Dollar Trees $DLTR while traveling around in Florida"
X Link 2023-10-22T16:41Z [---] followers, [--] engagements

"@DividendDynasty No Simon Property Group $SPG is on my watchlist"
X Link 2023-10-22T17:48Z [---] followers, [---] engagements

"@IrrationalMrkts Watsco Geberit Belimo Shoei Games Workshop Reply"
X Link 2023-10-24T00:26Z [---] followers, [---] engagements

"While at the gas station I realized an auto parts company🔸OReally Automotive🔸and like always I was interested in the business. Quick Google search and I was shocked😳 $ORLY shares returned over 36000% while operating in the boring auto parts industry🤯 Here are some facts about the business👇 ➡ prominent player in the automotive aftermarket industry in & ➡ founded in [----] and currently operates over [----] stores providing wide range of automotive parts tools supplies equipment and professional services ➡ New CEO Brad Beckham started as Parts Specialist in [----] ➡ Rev and EPS growth with CAGR"
X Link 2023-10-24T11:56Z [---] followers, [---] engagements

"@FromValue $REY $SUS $0KFH $GAW $FNOX $NCAB"
X Link 2023-10-25T12:20Z [----] followers, [---] engagements

"@investwithwes1 Same happened with $META when it dropped below $100 per share"
X Link 2023-10-27T00:33Z [---] followers, [---] engagements

"In this kind of environment it's better to know what to AVOID rather than what to buy. Quarterly earnings are just NOISE. $META $AMZN $GOOG"
X Link 2023-10-27T13:09Z [---] followers, [---] engagements

"@DvdndDiplomats Why $ABBV instead of $BMY"
X Link 2023-10-27T23:20Z [---] followers, [---] engagements

"@FinanceLancelot @mu_tradingview Cash😳"
X Link 2023-10-29T01:26Z [---] followers, [--] engagements

"@LibertyRPF Wow😳 Zelda😍"
X Link 2023-10-29T17:31Z [---] followers, [--] engagements

"@stonkmetal Yes most of the time. Given another 10-20% multiple contraction you enter mega sale territory like Christmas plus Black Friday combined😊"
X Link 2023-10-29T17:39Z [---] followers, [---] engagements

"@LibertyRPF Absolutely I spend more time playing Zelda then performing DCF calculations🤣"
X Link 2023-10-29T17:41Z [---] followers, [--] engagements

"@stonkmetal Do you expect more than a 3% dividend yield My thinking is why should they pay me dividends when the management has figured out how to efficiently deploy capital at such high ROIC levels"
X Link 2023-10-29T18:01Z [---] followers, [---] engagements

"While Im driving through #Florida passing by beautiful 🏖 beaches what catches my eye is the presence of self-storage companies everywhere. For the sake of storage space what are you storing guys 😳 And for those interested in some publicly listed self-storage businesses👇"
X Link 2023-11-06T02:33Z [---] followers, [--] engagements

"1 Public Storage $PSA) - High-quality self-storage REIT and second largest on the market with over [----] owned properties - Only player in the sector with a A2/A credit ratings from Moody's and S&P - Attractive dividend yield of 4.7%"
X Link 2023-11-06T02:33Z [---] followers, [--] engagements

"5 National Storage Affiliates Trust $NSA - acquisition of self-storage properties owning [----] self-storage properties in and - 66% of its properties in the Sun Belt region which enjoys higher economic & population growth - Current Dividend Yield of 7.3%"
X Link 2023-11-06T02:41Z [---] followers, [--] engagements

"While Im driving through #Florida passing by beautiful 🏖 beaches what catches my eye is the presence of self-storage companies everywhere. For the sake of storage space what are you storing guys And for those interested in some publicly listed self-storage businesses👇"
X Link 2023-11-06T02:55Z [---] followers, [---] engagements

"1 Public Storage $PSA - High-quality self-storage REIT and second largest on the market with over [----] owned properties - Only player in the sector with a A2/A credit ratings from Moody's and S&P - Attractive dividend yield of 4.7%"
X Link 2023-11-06T02:55Z [---] followers, [--] engagements

"2 Extra Space Storage $EXR - Largest player in the space - Acquisition-driven growth with [----] properties over the last [--] years - 16% annual returns since IPO in [----] - BBB+ credit rating & approx $2 billion in liquidity"
X Link 2023-11-06T02:55Z [---] followers, [--] engagements

"3 CubeSmart $CUBE - self storage REIT with a portfolio of [----] properties - revolutionized standard point of sale systems into a best-in-class contactless online platform - Current Dividend Yield of 5.4%"
X Link 2023-11-06T02:55Z [---] followers, [--] engagements

"4 U-Haul $UHAL - better known for its rental trucks & moving equipment - one of the largest providers of self-storage solutions nationwide with [----] million square feet of owned or managed properties across and 📷"
X Link 2023-11-06T02:55Z [---] followers, [--] engagements

"@RalfWersten $BMY aus und Ping An Insurance aus"
X Link 2023-11-08T19:23Z [---] followers, [---] engagements

"@Techaktien1 Bei der bernahme von Zynga habe ich paar $TTWO bertragen bekommen"
X Link 2023-11-09T01:52Z [---] followers, [---] engagements

"@EstockInv Wow $TEP and $FTNT are on my watchlist😉👍"
X Link 2023-11-10T02:24Z [---] followers, [---] engagements

"@DividendKoenig Gestern mit der Analyse fertig und muss sagen was fr ein Unternehmen. Whrend der Peer Analyse habe ich einen anderen Hidden Champion aus DE entdeckt Nemetscheck $NEM"
X Link 2023-11-10T13:31Z [---] followers, [--] engagements

"@Letmoneywork050 Falls dir Accenture und das Business gefllt dann schau dir mal Reply $REY aus an😉"
X Link 2023-11-10T13:33Z [---] followers, [--] engagements

"@HiddenValueGems @jtkoster Did he share some names or specific ideas"
X Link 2023-11-10T14:04Z [----] followers, [---] engagements

"While Im driving through #Florida passing by beautiful 🏖 beaches what catches my eye is the presence of self-storage companies everywhere. For the sake of storage space what are you storing guys And for those interested in some publicly listed self-storage businesses👇"
X Link 2023-11-11T14:15Z [---] followers, [---] engagements

"1 Public Storage $PSA - High-quality self-storage REIT and second largest on the market with over [----] owned properties - Only player in the sector with a A2/A credit ratings from Moody's and S&P - Attractive dividend yield of 4.7%"
X Link 2023-11-11T14:15Z [---] followers, [--] engagements

"2 Extra Space Storage $EXR - Largest player in the space - Acquisition-driven growth with [----] properties over the last [--] years - 16% annual returns since IPO in [----] - BBB+ credit rating & approx $2 billion in liquidity"
X Link 2023-11-11T14:16Z [---] followers, [--] engagements

"3 CubeSmart $CUBE - self storage REIT with a portfolio of [----] properties - revolutionized standard point of sale systems into a best-in-class contactless online platform - Current Dividend Yield of 5.4%"
X Link 2023-11-11T14:17Z [----] followers, [--] engagements

"4 U-Haul $UHAL - better known for its rental trucks & moving equipment - one of the largest providers of self-storage solutions nationwide with [----] million square feet of owned or managed properties across and"
X Link 2023-11-11T14:18Z [----] followers, [--] engagements

"5 National Storage Affiliates Trust $NSA - Another self-storage REIT owning [----] properties in and - 66% of its properties in the Sun Belt region which enjoys higher economic & population growth - Current Dividend Yield of 7.3%"
X Link 2023-11-11T14:19Z [----] followers, [---] engagements

"What are your thoughts on the self-storage sector Given that the REIT sector overall has experienced a significant decline since the beginning partly due to rising interest rates do you own any businesses in this area @rbradthomas"
X Link 2023-11-11T14:21Z [---] followers, [--] engagements

"Investment legend Seth Klarmans Q3 portfolio update Increase in - Willis Tower Watson $WLTW - Dollar General $DG - Liberty Global $LBTYA ➡New investments in - $CRH - Clarivate $CLVT - Jacobs Solutions $J - Tower Semiconductor $TSEM Reduction in - Alphabet $GOOGL - Qorvo $QRVO - New Oriental Education $EDU - Garrett Motion $GTX Complete sell-off - Amazon $AMZN - Union Pacific $UNP In 3Q23 he held U.S. stocks worth $5.2B (down 7% QoQ) Do you have any on your watchlist or portfolio"
X Link 2023-11-15T20:00Z [---] followers, [---] engagements

"@gurgavin Dollar General $DG John Deere $DE"
X Link 2023-11-17T12:13Z [---] followers, [---] engagements

"Check out the latest Friday Roundup packed with links to in-depth analysis of businesses such as Autodesk $ADSK or Nick Train's interview with Investors' Chronicle and more👇 Also don't miss the latest Black Friday Sale😉 🔗Link in Bio"
X Link 2023-11-17T17:44Z [---] followers, [---] engagements

"@IFB_podcast Revenue and FCF per employee are particularly important metrics for businesses where strategic acquisition is a key part of the business model. For example IT service and consultancy business led by Accenture Tata InfoSys or niche players like Reply $REY"
X Link 2023-11-18T17:04Z [---] followers, [---] engagements

"@bizbreakdowns Synopsys And please dont forget VAT from"
X Link 2023-11-23T10:32Z [---] followers, [--] engagements

"🚨 Black Friday Special: 50% off Annual Plan🚨 Exclusive business Deep-Dives Friday Roundups Insider Reports that are rarely covered in mainstream media or elsewhere. Subscribe now👇 #BlackFriday #RhinoInsight #SubscribeNow"
X Link 2023-11-24T07:32Z [---] followers, [---] engagements

"@KoyfinCharts $ORLY O'Reilly Automotive the largest auto parts retailer in and a tremendous wealth-building machine Over 40000% since IPO😍"
X Link 2023-11-25T19:23Z [---] followers, [----] engagements

"Check out the latest issue of The Insider Report - Week [--] covering buys & sells by company insiders in . One of the companies with insider buys made it to my watchlist for further research. Stay tuned and never miss the latest insights and analysis👇 🔗Link in Bio"
X Link 2023-11-26T17:38Z [---] followers, [---] engagements

"@DividendDynasty Mensch und Maschine Software SE $MUM Nemetschek $NEM Games Workshop $GAW Kainos $KNOS Diploma $DPLM Shoei Co. $7839 Nihon M&A $2127 As One Corp $7476 Revenio Group Oyj $REGV1 QT Group $QTCOM $NCAB Fortnox $FNOX Teleperformance $TEP just to name a few😉"
X Link 2023-11-30T17:03Z [----] followers, [---] engagements

"@Quality_stocksA Solid portfolio Thanks for sharing🙏👍 I like Keyence on your watchlist. Amazing business & Management😍"
X Link 2023-12-01T13:33Z [----] followers, [---] engagements

"The latest Friday Roundup is out packed with links to in-depth analysis of businesses such as $BABA & $FPT or to an amazing interview w Rosemary Banyard on Small-Caps. Alsodont miss Baillie Giffords latest write-up on incl some great stocks mentioned👇 🔗Link in Bio"
X Link 2023-12-01T17:52Z [----] followers, [---] engagements

"The Insider Report - Week [--] is out covering buys & sells by company insiders in and This week two businesses #BARN & #NOEJ with insider trades made it to my watchlist for further research. Stay tuned and never miss the latest insights and analysis👇 🔗 Link in Bio"
X Link 2023-12-03T21:11Z [---] followers, [---] engagements

"@DarioCpx $BABA is at the same point in terms of sentiment where $META was a few months ago. Few"
X Link 2023-12-05T23:52Z [---] followers, [---] engagements

"Check out the latest Friday Roundup packed with links to in-depth analysis of businesses such as Tencent $TCEHY by @investwithwes1 and more 🔗Link in Bio"
X Link 2023-12-08T17:30Z [---] followers, [---] engagements

"@LionCubsFund Very close to add Mensch und Maschine Software after my recent deep-dive. Fantastic growth story with a very-high and growing property sofware business founder owns around 45% of the company 5y avg. ROIC of 19% High cash flow generation with FCF growth of 5y-CAGR of 30%"
X Link 2023-12-17T01:12Z [---] followers, [---] engagements

"@InvestInAssets Based on my recent deep dive I would rank Mensch und Maschine Software $MUM right after Nemetschek with a great further outlook and secular tailwind"
X Link 2023-12-17T09:13Z [---] followers, [---] engagements

"@KielerFinanzen Macht dir die Summe die die Amerikaner in den nchsten [--] Monaten refinanzieren mssen plus das Defizit keine Sorgen"
X Link 2023-12-19T14:05Z [---] followers, [---] engagements

"@joecarlsonshow Absolutely amazing On my recent Florida trip I discovered a few other businesses whose share price performances blew my mind such as OReilly Automotive $ORLY"
X Link 2023-12-22T02:21Z [---] followers, [---] engagements

"@ThierryBorgeat Schade dass die Zentralbanken in der westlichen Welt ihre einzige und alleinige Aufgabe der Preisniveau- und Geldwertstabilitt aufgegeben haben und nur noch politischen Agenden folgen oder Folge leisten mssen"
X Link 2023-12-22T06:50Z [---] followers, [--] engagements

"The latest Friday Roundup is out packed with links to in-depth analysis of businesses such as $KSP and $TOI a spin-off from Constellation Software. Also dont miss Baillie Giffords latest research on 'Why Growth Why Now' 🔗 Link in Bio"
X Link 2023-12-22T18:19Z [----] followers, [---] engagements

"@Markus_Krall Viel heftiger ist dass die Top-Steuerzahler des Landes sich das gefallen und es jeden Tag ber sich ergehen lassen"
X Link 2023-12-23T08:06Z [----] followers, [----] engagements

"@MnkeDaniel Replay SpA $REY Due to demographic factors countries will be compelled to maintain or increase their GDP through enhanced productivity which will in turn boost IT service providers as they are key enablers of digitalization"
X Link 2023-12-24T09:45Z [---] followers, [----] engagements

"@MnkeDaniel About EUR [--] billion which is now up about 30% since it was featured on RhinoInsight You can check out my detailed analysis here 👇"
X Link 2023-12-24T10:08Z [---] followers, [---] engagements

"@MoS_Investing Procter & Gamble And the following ones which are unfortunately not publicly listed - Lego - Rituals - HiPP"
X Link 2023-12-24T12:54Z [---] followers, [---] engagements

"@InvestmentTalkk Before you make fun of a kid for believing in Santa just remember millions of people calculated $META intrinsic value but only a few people bought when it dropped $100 in October this year"
X Link 2023-12-25T19:46Z [---] followers, [---] engagements

"@jusifov Kauflaune House-price-to-income ratio in vielen Stdten ist noch auf Blasen-Level plus die leistungsfeindlichste Regierung alle Zeiten. Bsp. wer kauft ne Immo in Ingolstadt oder Umland wenn Audi Dank der Energie- und Wirtschaftspolitik zum Museum wird"
X Link 2023-12-26T10:39Z [---] followers, [--] engagements

"@KoyfinCharts Geopolitical escalation plus soaring Bond yields"
X Link 2023-12-27T16:41Z [--] followers, [--] engagements

"@ThierryBorgeat Hab Accenture im Rahmen der Peer Analyse angeschaut und mich dennoch fr Reply $REY aus entschieden"
X Link 2023-12-30T19:36Z [---] followers, [--] engagements

"@marketplunger1 Never heard of Cargrill😳👍 Chocoladefabriken Lindt & Spruengli AG 🍫"
X Link 2024-01-01T18:53Z [----] followers, [----] engagements

"@MoneyMagister Hab die letzten Insider Trades in USA in meinem letzten Insider Trade Report mit aufgenommen und $OXY war auf Platz [--] der Top5 Insider Buys in KW51. Was denkst du ber andere Werte wie Devon Energy $DVN"
X Link 2024-01-02T08:41Z [--] followers, [--] engagements

"@CCM_Brett Reply $REY - Founder/Family-led IT service company with Rev & EPS 10y-CAGRs of 14% & 20% - Strong balance sheet with a net cash position and avg. 5y ROIC of 15% - Operating in a multi-trillion dollar industry expected to grow with a CAGR of 14% reaching USD [---] T in 2027"
X Link 2024-01-02T16:05Z [---] followers, [----] engagements

"I apologize for not going through the entire thread. The mention of nine Alibaba employees and the subsequent conclusions really triggered me emotionally. It appears to be yet another example of propaganda from the US and Western media. Consider this scenario: if I were to speak with [---] or even [----] employees in the German automotive sector today what do you think their general mood would be Can you imagine the magnitude of the mess Its mind-blowing to see the extent and magnitude of propaganda in Western media of which most Westerners seem completely unaware"
X Link 2024-01-03T09:57Z [---] followers, [----] engagements

"@Invesquotes Wow the work is of word class quality🙏👍 Im just curious during your research did you also come across the VAT Group from Switzerland known for its vacuum valves and related services in the semiconductor industry"
X Link 2024-01-04T13:05Z [--] followers, [----] engagements

"@Mayhem4Markets @AyeshaTariq German Inflation Rate at 3.7% It seems that either youre disconnected from real life like many politicians & gov statisticians today or youre just another government bot. Dont take every tweet seriously. However in cases of manipulative propaganda you should step up"
X Link 2024-01-05T13:39Z [--] followers, [--] engagements

"@GlobalTickers The pandemic crash provided an opportunity with Rational but I missed it😓"
X Link 2024-01-06T18:16Z [---] followers, [--] engagements

"@ValueInvestJpn Good summary Maybe Switzerland"
X Link 2024-01-07T11:39Z [---] followers, [---] engagements

"@aotero808 @ValueInvestJpn Your answer sounds interesting but I didnt get it. Someone moved to Naples FL from Switzerland and even they cant practice their profession they are still happy with that move"
X Link 2024-01-07T13:01Z [---] followers, [--] engagements

"@CWRoehl @dollarsanddata Hab den Artikel noch nicht gelesen aber viele werden bald merken dass $MFST $NVDA $META $AAPL auch nur mit der Hlfte der aktuellen Bewertungen Top Unternehmen sind😉"
X Link 2024-01-09T19:44Z [---] followers, [---] engagements

"@Strslkchn @dede_eyesan So were European and US equities and some still are like Hello Fresh BioNTech Zalando Beyond Meat Peloton and many others"
X Link 2024-01-10T04:07Z [---] followers, [--] engagements

"@MihaiDoho @ftr_investors @Stock_Inf0 @The_AI_Investor @StockSavvyShay @DisruptorStocks @FedexSTi @ronjonbSaaS @sv_techie @EricFlaningam @QCompounding Wow Couldnt agree more I would probably add Debt/Equity [--] but for most software companies like the ones you also listed its not a problem anyway"
X Link 2024-01-10T04:47Z [---] followers, [---] engagements

"Im preparing an epic post/essay on how Western media and social media pundits have misled an entire cohort of investors regarding generational buying opportunities in emerging markets especially in #China #HongKong I already have the title: Conventional Wisdom: Unquestioned Beliefs & Ideas China and The West and The Lonely Contrarian Investor Please help me collect all the fear-mongering propaganda-like news tweets and any other format by tagging me or sending me DMs. I promise it will be very engaging and more philosophical than scientific research although it will contain some unknown facts"
X Link 2024-01-10T07:09Z [---] followers, [--] engagements

"So based on the poll results and some input from subreddit r/Aktien the next deep-dive will be on 👉 Rational AG the leading manufacturer of multifunctional foodservice equipment with a global market share of 50% and great performance since IPO Like always stay tuned😉 Now that my in-depth analysis of Knorr-Bremse $KBX is published Im ready to begin working on the next one. Which of these should I explore next👇 Now that my in-depth analysis of Knorr-Bremse $KBX is published Im ready to begin working on the next one. Which of these should I explore next👇"
X Link 2024-01-10T15:25Z [---] followers, [---] engagements

"@European_DGI Watsco $WSO"
X Link 2024-01-11T07:46Z [----] followers, [----] engagements

"The first Friday Roundup of the year is out packed with links to in-depth analysis of businesses such as Ultra Beauty $ULTA . Also dont miss the deep-dive into US Utilities by Gabelli Fund. Enjoy👇 🔗 Link in Bio"
X Link 2024-01-12T18:17Z [---] followers, [---] engagements

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