# ![@WhoPaysWins Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::882794634950303744.png) @WhoPaysWins Luc

Luc posts on X about business, this is, company, growth the most. They currently have [---] followers and [--] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: undefined [#](/creator/twitter::882794634950303744/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::882794634950303744/c:line/m:interactions.svg)

- [--] Week [--] +220%
- [--] Month [--] -97%
- [--] Months [-----] +112%
- [--] Year [-----] -1.80%

### Mentions: undefined [#](/creator/twitter::882794634950303744/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::882794634950303744/c:line/m:posts_active.svg)

- [--] Months [--] +75%
- [--] Year [--] -6.10%

### Followers: [---] [#](/creator/twitter::882794634950303744/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::882794634950303744/c:line/m:followers.svg)

- [--] Week [---] +0.34%
- [--] Month [---] -0.67%
- [--] Months [---] +4.80%
- [--] Year [---] +9.50%

### CreatorRank: undefined [#](/creator/twitter::882794634950303744/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::882794634950303744/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [countries](/list/countries)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[business](/topic/business), [this is](/topic/this-is), [company](/topic/company), [growth](/topic/growth), [$omda](/topic/$omda), [$agx](/topic/$agx), [balance sheet](/topic/balance-sheet), [balance](/topic/balance), [in the](/topic/in-the), [software](/topic/software)

**Top assets mentioned**
[Omada Health, Inc (OMDA)](/topic/$omda) [AGIX (AGX)](/topic/$agx) [Airbloc (ABL)](/topic/$abl) [Divi (DIVI)](/topic/divi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Risks abound possible/increasingly likely European recession energy crisis etc. But at this price seems difficult to lose. Perhaps the stock just languishes for another few years. No position yet"  
[X Link](https://x.com/WhoPaysWins/status/1520359122033643521)  2022-04-30T11:07Z [---] followers, [--] engagements


"Added more to $BIFT last couple weeks. My average price is about 30"  
[X Link](https://x.com/WhoPaysWins/status/1592867969277001730)  2022-11-16T13:11Z [---] followers, [--] engagements


"I bought $KGH Knights Group Holdings PLC into earnings on Monday July 10th. This stock is beat down but its too cheap to ignore. Reminds me a little of my initial $AEP.V position in [----]. I suspect unsophisticated acquirees with weak hands have been selling down their stock"  
[X Link](https://x.com/WhoPaysWins/status/1677308765866000384)  2023-07-07T13:29Z [---] followers, [----] engagements


"Fantastic FY [----] result from Knights Group Holdings $KGH this morning. 11.8m Free Cash Flow on a 58m Market Cap. Back of the napkin math is all you need to see how this works out. Get nearly 6% div. yield too. Now if only they would start buybacks at these levels"  
[X Link](https://x.com/WhoPaysWins/status/1678323168560250881)  2023-07-10T08:39Z [---] followers, [----] engagements


"I've opened a small position in $KSB3 If you like boring industrials here's a few words on the firm and my hypothesis. Full write up coming to substack soon. KSB SE & Co. KGaA"  
[X Link](https://x.com/anyuser/status/1700146595734372581)  2023-09-08T13:58Z [--] followers, [---] engagements


"The real thesis is that no one is paying attention full stop"  
[X Link](https://x.com/Luc_for_Value/status/1700275372514857053)  2023-09-08T22:30Z [---] followers, [---] engagements


"For those who own/know $DE.V Do these dividends really appeal to their acquisition targets And the equity dilution These targets clearly arent stupid - surely they can also see the risks arising from overly aggressive divi payouts"  
[X Link](https://x.com/LucJN_Value/status/1774850196519735763)  2024-04-01T17:23Z [---] followers, [---] engagements


"If they want to participate and continue to own part of their legacy co. why not just buy shares on the open market like the rest of us. Just cant wrap my head around this"  
[X Link](https://x.com/LucJN_Value/status/1774850198713327724)  2024-04-01T17:23Z [---] followers, [--] engagements


"New credit facility hopefully mitigates the need for more dilution. Otherwise they need to curb the divi and do more buybacks. I see the new NCIB for 5% of shares outstanding at least. But altogether its a weird bait and switch Issue then buy em back No position"  
[X Link](https://x.com/LucJN_Value/status/1774850201536045110)  2024-04-01T17:23Z [---] followers, [--] engagements


"@davidhpolansky What about adderall Caffeines returns are diminishing after a certain point imo whereas focus amphetamines really leave the worker drone no choice to but to produce harder and faster"  
[X Link](https://x.com/LucJN_Value/status/1776316416645316945)  2024-04-05T18:30Z [---] followers, [--] engagements


"Closed up nicely today but still plenty of value left"  
[X Link](https://x.com/LucJN_Value/status/1777737080740684280)  2024-04-09T16:35Z [---] followers, [---] engagements


"$AGX finally getting the attention it deserves. Fort Knox balance sheet. Capital light. Proven capital allocation track record. Industrial construction services business is growing rapidly"  
[X Link](https://x.com/anyuser/status/1779040391074894290)  2024-04-13T06:54Z [---] followers, [----] engagements


"@JGGCDN Atlas the god is responsible for bearing the weight of the heavens on his shoulders a burden given to him as punishment by Zeus. Atlas the company bears the weight of generational housing aspirations a tailwind given to them for redeeming Canadian municipal negligence"  
[X Link](https://x.com/LucJN_Value/status/1786449006555459759)  2024-05-03T17:33Z [---] followers, [----] engagements


"@sharpeshark At the end of the day you have a great product; the best product on the market. Part of the thesis invokes the belief that treatments rates will increase given the ease of access reduced barriers to entry. Cost determines this but with scale there is operating leverage"  
[X Link](https://x.com/LucJN_Value/status/1788350974223900950)  2024-05-08T23:31Z [---] followers, [---] engagements


"@highly_illiquid What is the most significant factor determining reimbursement Assuming a superior product to Jublia is this just cost There must be some room to maneuver here for Moberg. Surely theres some willingness to pay more for a better product"  
[X Link](https://x.com/LucJN_Value/status/1790772558842757194)  2024-05-15T15:53Z [---] followers, [---] engagements


"@ChanisLament Can hop over to Malmo Sweden and ask around. I live in Copenhagen its like 25min away"  
[X Link](https://x.com/LucJN_Value/status/1791573442858250319)  2024-05-17T20:56Z [---] followers, [--] engagements


"@AlmostMongolian Echo your thoughts here. I was also way to early. But between EAF and plate mill upgrade earnings should begin to ramp in the next few quarters"  
[X Link](https://x.com/LucJN_Value/status/1804050260311834970)  2024-06-21T07:14Z [---] followers, [---] engagements


"@Jam_invest Fyndiq is a better business but not by much. Im not particularly inspired by the business model. Sure you can make money in this discount e-commerce niche but really -phone cases and cheap plastic dollar store quality stuff with the occasional brand name item Idk man"  
[X Link](https://x.com/Luc_for_Value/status/1834734483620217188)  2024-09-13T23:22Z [---] followers, [---] engagements


"@hurdle_rate Whoa - this is a 🚩 for me personally. Although I do recognize that $KPG.AX has performed very very well. Would be a potential buyer at a reasonable price"  
[X Link](https://x.com/Luc_for_Value/status/1836375114197201211)  2024-09-18T12:02Z [---] followers, [---] engagements


"One year later $KSB $KSB3 Share price is basically unmoved. Underperformed the market and underperformed its peers. And yet its still extremely cheap. Peers trade at 12x EV/EBITDA while $KSB trade a 3x"  
[X Link](https://x.com/Luc_for_Value/status/1840041324185035030)  2024-09-28T14:50Z [---] followers, [---] engagements


"@NestBetter @Uzocapital Have you looked at $KSB 4.5x EBIT no debt. One of the better industrial turnarounds Ive ever seen. Major issue is illiquidity of the shares"  
[X Link](https://x.com/WhoPaysWins/status/1850874013406359919)  2024-10-28T12:15Z [---] followers, [---] engagements


"@antizykliker How did I miss that they own 40.5% of KSB India Crazy. Wouldnt that stake be worth some 630m today More than half of KSB Germanys market cap"  
[X Link](https://x.com/WhoPaysWins/status/1851156636036976977)  2024-10-29T06:58Z [---] followers, [--] engagements


"@SmallCapKing2 Im tempted to see here at the $130s but I believe their backlog can still go higher. Lets see. Industrial construction segment is still growing rapidly"  
[X Link](https://x.com/WhoPaysWins/status/1851928771353293029)  2024-10-31T10:06Z [---] followers, [--] engagements


"@ArticInvesting Nice write up. I share your concerns over management renumeration run amok - I would also like to see them issue stock options that are farther out of the money. Shareholder since CAD $0.26 in [----] very bullish on the robotics and serial acquisitions"  
[X Link](https://x.com/Luc_for_Value/status/1856056057199530296)  2024-11-11T19:27Z [---] followers, [--] engagements


"Fully exited $AGX at $153 for 3.5x my average cost of $44.5 This was one of the first stocks I ever bought when I started investing for the first time in [----]. It was a tiny position then but I added to it in 2021"  
[X Link](https://x.com/Luc_for_Value/status/1859717525870870892)  2024-11-21T21:56Z [---] followers, [---] engagements


"Building power plants is a tough cyclical business. $AGX might be the best LNG gas fired power plant EP&C operator in the USA today. Very conservatively run they have outlasted most of their competition. Fort Knox balance sheet"  
[X Link](https://x.com/Luc_for_Value/status/1859717529289228435)  2024-11-21T21:56Z [---] followers, [--] engagements


"@Michhhhh43 Good quarter. Profitability continues to get better: gross margin and cash income are up while operating expenses are down. Growth is slow but profitability is giving them the opportunity to ramp that up via more sales spend or an acquisition. Management fixated on ROIC. $QIS.V"  
[X Link](https://x.com/Luc_for_Value/status/1859722719610404984)  2024-11-21T22:17Z [---] followers, [--] engagements


"Nuclear supply chains are small and easy to corner because they are so tightly regulated. One popular company is missing from the DoEs contract awards for HALEU production. Just to say that theyre will be competition in this space. Particularly if SMRs take-off"  
[X Link](https://x.com/Luc_for_Value/status/1868758913459360081)  2024-12-16T20:43Z [---] followers, [---] engagements


"@KatusaResearch @mrjones321 With US valuations at historic highs this could be a great opportunity to sell USD assets for CAD"  
[X Link](https://x.com/Luc_for_Value/status/1869060093729530347)  2024-12-17T16:40Z [---] followers, [---] engagements


"Watkin Jones New writeup on $WJG.l See link in bio. Watkin Jones trades at a 50% discount to its current net asset value. At only [---] pence per share I believe $WJG.l offers significant upside while boasting a strong margin of safety"  
[X Link](https://x.com/Luc_for_Value/status/1875579865371701512)  2025-01-04T16:27Z [---] followers, [----] engagements


"@JabweC The moment they diversify be very careful. Consistency to the type of business is key here. Hedgehog into one or two verticals and stay in your lane. $Tiny.v is a great example of overily diversified decentralized folly"  
[X Link](https://x.com/Luc_for_Value/status/1885635028022911332)  2025-02-01T10:23Z [---] followers, [---] engagements


"We finished [----] with 33.5% GAAP net income margins up from 28.8% in [----]. Over the last [--] years we have increased book value by nearly 60% to $494 million. Boring business but $LEGH is a compounder. Not exactly a high growth industry but manufactured housing is steady"  
[X Link](https://x.com/WhoPaysWins/status/1900268949771526256)  2025-03-13T19:33Z [---] followers, [---] engagements


"I really believe in only writing up my best ideas. Which can only really 2-3 ideas per year - anyone pushing more is selling you mediocrity. Patience is a virtue - in markets and all the more in value investing. I try and keep my signal to noise ratio as high as I can"  
[X Link](https://x.com/WhoPaysWins/status/1936718141276750305)  2025-06-22T09:29Z [---] followers, [---] engagements


"ORCH posted profit growth last week revising earnings guidance up 20% Of course I sold most of my position around 37p. This exceeded my wildest expectations. My ideas are free. Not selling you anything. No pay wall as it should be. Find it in the usual place"  
[X Link](https://x.com/WhoPaysWins/status/1936718143432663278)  2025-06-22T09:29Z [---] followers, [---] engagements


"Two great announcements from $AEP.V in the last [--] hours. 1st: New acquisition of Penn-Truss for 4x last-3-year-average EBITDA of 955K for total consideration of 3.8m Earn out of 760K depending on H2 [----] performance to be paid in cash or shares per $AEP.V's discretion"  
[X Link](https://x.com/anyuser/status/1948724752471761078)  2025-07-25T12:39Z [---] followers, [----] engagements


"After getting caught in the House of Design bankruptcy last year $AEP.V's automation plans were stalled as they lost their initial 1.5m deposit. Maybe they can claw some of that back in the bankruptcy proceedings. The pivot to Trussmatic in such a short time is impressive"  
[X Link](https://x.com/WhoPaysWins/status/1948724756670255278)  2025-07-25T12:39Z [---] followers, [--] engagements


"Trussmatic has been in the business for about [--] years and has delivered around twenty complete production lines. This looks like their first delivery in Canada. Trussmatic has a few short videos demoing their robotics. https://www.youtube.com/watchv=KRF3ZTCFOng&pp=0gcJCccJAYcqIYzv https://www.youtube.com/watchv=KRF3ZTCFOng&pp=0gcJCccJAYcqIYzv"  
[X Link](https://x.com/anyuser/status/1948724758838751540)  2025-07-25T12:39Z [---] followers, [---] engagements


"Certainly the contact lenses auto-ship annuities are interesting like a software company. but without the AI disruption. Will watch for a better entry point. Feel late to this party"  
[X Link](https://x.com/anyuser/status/1949823963606991128)  2025-07-28T13:27Z [---] followers, [---] engagements


"@tjylha @pbcinc I surveyed all my Danish and Swedish friends about $CDON and none had ever heard of it I live in Copenhagen fwiw. Havent used it myself either. but watching on the sidelines"  
[X Link](https://x.com/WhoPaysWins/status/1691367519494275072)  2023-08-15T08:33Z [---] followers, [---] engagements


"$ORCH Orchard Funding Group is a dislocated left-for-dead UK nanocap selling for [--] pence on the pound on a NCAV basis. They just issued their H1 results today. With capital allocation and the discount high on the agenda their is a high probability of good returns from here"  
[X Link](https://x.com/WhoPaysWins/status/1777736613423915407)  2024-04-09T16:33Z [---] followers, [---] engagements


"This is one of the first stocks I ever owned. Bought around $35 a share in [----]. I think @Greenbackd did a pod on it then and I was hooked. I didnt know what I was doing then. I saw no debt and a huge pile of cash that was enough for me"  
[X Link](https://x.com/WhoPaysWins/status/1779043292706992476)  2024-04-13T07:05Z [---] followers, [---] engagements


"@DeepValueStonks $ORCH has done very well. Up 80% and still holding - would like to wait and see what Ravi decides to do buybacks or a tender offer"  
[X Link](https://x.com/WhoPaysWins/status/1785013454535004296)  2024-04-29T18:29Z [---] followers, [--] engagements


"@Greenbackd $AGX still going on up. Industrials are back. Great backlog and positioned to continue growing their pipeline in the US south east"  
[X Link](https://x.com/WhoPaysWins/status/1788238452971950352)  2024-05-08T16:04Z [---] followers, [---] engagements


"Sold 2/3 of my $ORCH position yesterday limit orders executed at 37GBX for a 124% percent gain. Still holding the last 1/3 for Ravi's tender offer. Surely this upwards 20% guidance revision bods well. Patience rewarded"  
[X Link](https://x.com/WhoPaysWins/status/1805900637055356980)  2024-06-26T09:47Z [---] followers, [---] engagements


"@DeepValueStonks Great content thanks for sharing Still holding some $ORCH and bought more $ANX.L myself. Will dig into your other picks"  
[X Link](https://x.com/WhoPaysWins/status/1810739432510951607)  2024-07-09T18:14Z [---] followers, [---] engagements


"@Jave_t23 Completely agree. I am long $BFIT"  
[X Link](https://x.com/WhoPaysWins/status/1836373742911369333)  2024-09-18T11:56Z [---] followers, [---] engagements


"@hurdle_rate Reminds me of Epsilon $EPSIL great business"  
[X Link](https://x.com/WhoPaysWins/status/1841016996948738534)  2024-10-01T07:27Z [---] followers, [---] engagements


"Why is $DNTL paying a dividend If the stock is so cheap they should be buying back shares. This seems like the worst possible use of scarce resources given their opportunity set debt levels and current valuation. What am I missing"  
[X Link](https://x.com/WhoPaysWins/status/1904426330373988442)  2025-03-25T06:53Z [---] followers, [---] engagements


"Update out on $WJG You can find it in the usual place"  
[X Link](https://x.com/WhoPaysWins/status/1915093302082240857)  2025-04-23T17:19Z [---] followers, [---] engagements


"In my December writeup I introduced $WJG as a left for dead UK property company trading significantly below net cash. Since reporting FY24 results the stock is up 65% I now published a new update to that original thesis will more upside to come"  
[X Link](https://x.com/WhoPaysWins/status/1915473047307391218)  2025-04-24T18:28Z [---] followers, [---] engagements


"I believe this is just the beginning of $WJG recovery to profitability. Management has successfully navigated the trifecta of the UK cladding crisis pandemic build cost inflation and high interest rates"  
[X Link](https://x.com/WhoPaysWins/status/1915473050117824717)  2025-04-24T18:28Z [---] followers, [--] engagements


"Still trading at a significant discount to tangible book value $WJG offers a compelling margin of safety today and multiple free options for significant upside tomorrow"  
[X Link](https://x.com/WhoPaysWins/status/1915473053187768411)  2025-04-24T18:28Z [---] followers, [---] engagements


"$OMDA Q2 [----] EBITDA margins on target guiding higher from 20% to 25-35% for H2 [----]. With more than 80% of software revenue recurring this is highly attainable. Organic growth of 7% this Q. Long term guidance of 5-10% organic growth and 10-20% acquisitive growth on target"  
[X Link](https://x.com/anyuser/status/1964788111298449484)  2025-09-07T20:29Z [---] followers, [---] engagements


"With 30% FY2026 EBITDA margins $OMDA trades a 10x FY2026 EV/EBITDA EV is 1.5B NOK looking at 150m in EBITDA for [----]. For a VMS company this is too cheap"  
[X Link](https://x.com/anyuser/status/1964788112535724219)  2025-09-07T20:29Z [---] followers, [---] engagements


"@Mr_Neutral_Man $WJG Watkin Jones UK builder highly geared to lower rates. Currently trading at net cash. Capital light forward funded business model forward selling rental and student housing communities to institutions and public authorities"  
[X Link](https://x.com/WhoPaysWins/status/1964929737362718993)  2025-09-08T05:52Z [---] followers, [---] engagements


"In retrospect selling $AGX [--] months ago might have been my worst investing mistake of [----]. Missed out on another 2x and with electricity demand still surging it might even run higher. $AGX finally getting the attention it deserves. Fort Knox balance sheet. Capital light. Proven capital allocation track record. Industrial construction services business is growing rapidly. $AGX finally getting the attention it deserves. Fort Knox balance sheet. Capital light. Proven capital allocation track record. Industrial construction services business is growing rapidly"  
[X Link](https://x.com/anyuser/status/1974758127242445220)  2025-10-05T08:46Z [---] followers, [---] engagements


"CEO resigned at $LEGH one of my favourite boring shitcos. Leadership returning to the founders. Duncan was very young. He did good work but was definitely constrained by the shadow of the founders who never let go of the firm. He was more of a spokesperson that true CEO"  
[X Link](https://x.com/anyuser/status/1974762169918197804)  2025-10-05T09:02Z [---] followers, [----] engagements


"$OMDA AS posted excellent Q3 results. Sticky vertical market Nordic healthcare software Co. trading at only 2.5x recurring revenue or 9x guided FY2026 EV/EBITDA. Extremely cheap for a company of this quality. 30% EBITDA margin achieved"  
[X Link](https://x.com/anyuser/status/1989655493535830319)  2025-11-15T11:23Z [---] followers, [---] engagements


"Full-year [----] guidance of an EBITDA margin between 28-32% and revenue of 500-525 MNOK excluding new acquisitions. Management reiterating guidance for5-10% organic growth and 10-20% acquired revenue growth. $OMDA writeup in the usual place"  
[X Link](https://x.com/anyuser/status/1989655495792308265)  2025-11-15T11:23Z [---] followers, [---] engagements


"@dsfafgaga More of the same. I don't see much growth on the horizon beyond the Bastrup county development which could add upwards of 100m to their balance sheet easily. Otherwise continue compounding book value at low teens"  
[X Link](https://x.com/WhoPaysWins/status/1990480948832423978)  2025-11-17T18:03Z [---] followers, [--] engagements


"@kab604 Was quite funny. If anything I was surprised how hands off the founds really were during this period. Sounds like they gave Duncan more autonomy than I thought. Great buying opportunity biggest discount to book in a long time"  
[X Link](https://x.com/WhoPaysWins/status/1990482048637604018)  2025-11-17T18:07Z [---] followers, [--] engagements


"$LEGH now trading 10% below book. This company has NEVER lost money on a quarter. These guys are old school but can and will continue to compound book value at low double digits. Bastrup County will add a $100m to their balance sheet when done. Over [----] homes at 100K each"  
[X Link](https://x.com/anyuser/status/1990484654613205107)  2025-11-17T18:18Z [---] followers, [---] engagements


"$DSW.l released H1 earnings on November 24th. 32% YoY network revenue growth should see even better earnings for FY2026. This is a business where earnings are heavily weighted to the second half of the year by about 2/3rds. At 50p per share current multiple of 8x EV/FY26 NOPAT"  
[X Link](https://x.com/anyuser/status/1993342843998654650)  2025-11-25T15:35Z [---] followers, [---] engagements


"Management did not give FY26 revenue guidance but FY26 earnings of [---] per share seems relatively unambitious on the 32% H1 revenue growth. FY26 bull case could see revenue come up higher to 33m which could see operating leverage flow through to earnings with EPS to 006"  
[X Link](https://x.com/WhoPaysWins/status/1993342847022776389)  2025-11-25T15:35Z [---] followers, [--] engagements


"@NicoperJES Idk I was sad to see this taken private just as debt was paid down and operating cash flow was finally starting to ramp up but then again I definitely overpaid for $QIS.V in [----]. Average price was about $1.01 oh well learned a bunch"  
[X Link](https://x.com/WhoPaysWins/status/1993367372208759273)  2025-11-25T17:13Z [---] followers, [---] engagements


"@SFarringtonBKC Ive owned this since [----] adding a little every time it trades below book"  
[X Link](https://x.com/WhoPaysWins/status/1995890639125577771)  2025-12-02T16:19Z [---] followers, [--] engagements


"$EUROB Bank is up nicely from here. New centrist government in Greece with a strong mandate. Greece close to investment grade. Non-Performing Exposure continues to fall. On track to returning 25% of net profits in dividends and buybacks for [----] pending regulatory approval"  
[X Link](https://x.com/WhoPaysWins/status/1673235282710151168)  2023-06-26T07:42Z [---] followers, [---] engagements


"Is $KITS really worth 52x TTM EBITDA Seriously - $520m market cap for $10m TTEM EBITDA - growing decently but this is priced for perfection What am I missing here Was looking at this at $8 and I thought the valuation was already rich. I must be completely out of touch"  
[X Link](https://x.com/anyuser/status/1949814988010316077)  2025-07-28T12:51Z [---] followers, [---] engagements


"Great q3 results from $BFIT today. 13% revenue growth on 5% comparable club growth. Membership growth accelerated significantly 45% higher than the comparable period in [--]. Ive owned this since [----] and continue to buy. Average price EUR 23"  
[X Link](https://x.com/anyuser/status/1979228352478064918)  2025-10-17T16:49Z [---] followers, [---] engagements


"I see a fair amount of positive spin for $ABL recently but after spending just an hour looking at it I can A LOT of red flags. Non-cash revenue recognition and recognition of non-cash unrealized gains from lowering its discount rate are really sketchy yikes"  
[X Link](https://x.com/WhoPaysWins/status/2001281540068651425)  2025-12-17T13:21Z [---] followers, [----] engagements


"Has anyone credible addressed these aspects of $ABL publicly or non-paywalled Curious to see a rebuttal. For now I am staying far away from this. The investable world is far too big to risk getting defrauded in something like this with such obvious red flags"  
[X Link](https://x.com/anyuser/status/2001281542480449660)  2025-12-17T13:21Z [---] followers, [---] engagements


"I see a fair amount of positive spin for $ABL recently but after spending just an hour looking at it I can A LOT of red flags. Non-cash revenue recognition and recognition of non-cash unrealized gains from lowering its discount rate are really sketchy yikes"  
[X Link](https://x.com/WhoPaysWins/status/2001281540068651425)  2025-12-17T13:21Z [---] followers, [----] engagements


"Has anyone credible addressed these aspects of $ABL publicly or non-paywalled Curious to see a rebuttal. For now I am staying far away from this. The investable world is far too big to risk getting defrauded in something like this with such obvious red flags"  
[X Link](https://x.com/anyuser/status/2001281542480449660)  2025-12-17T13:21Z [---] followers, [---] engagements


"$DSW.l released H1 earnings on November 24th. 32% YoY network revenue growth should see even better earnings for FY2026. This is a business where earnings are heavily weighted to the second half of the year by about 2/3rds. At 50p per share current multiple of 8x EV/FY26 NOPAT"  
[X Link](https://x.com/anyuser/status/1993342843998654650)  2025-11-25T15:35Z [---] followers, [---] engagements


"Founder James Dow bought an additional [------] shares at 52.75p per share on [--] September [----]. Very low liquidity in this name but the future looks bright. Patient shareholders will be rewarded"  
[X Link](https://x.com/anyuser/status/1993342852701802938)  2025-11-25T15:35Z [---] followers, [---] engagements


"My biggest fear would be to see this taken private too early at a low premium to current share price. $DSW.l Nothing written here constitutes investment advice"  
[X Link](https://x.com/anyuser/status/1993342854840958979)  2025-11-25T15:35Z [---] followers, [---] engagements


"CEO resigned at $LEGH one of my favourite boring shitcos. Leadership returning to the founders. Duncan was very young. He did good work but was definitely constrained by the shadow of the founders who never let go of the firm. He was more of a spokesperson that true CEO"  
[X Link](https://x.com/anyuser/status/1974762169918197804)  2025-10-05T09:02Z [---] followers, [----] engagements


"$LEGH now trading 10% below book. This company has NEVER lost money on a quarter. These guys are old school but can and will continue to compound book value at low double digits. Bastrup County will add a $100m to their balance sheet when done. Over [----] homes at 100K each"  
[X Link](https://x.com/anyuser/status/1990484654613205107)  2025-11-17T18:18Z [---] followers, [---] engagements


"$OMDA AS posted excellent Q3 results. Sticky vertical market Nordic healthcare software Co. trading at only 2.5x recurring revenue or 9x guided FY2026 EV/EBITDA. Extremely cheap for a company of this quality. 30% EBITDA margin achieved"  
[X Link](https://x.com/anyuser/status/1989655493535830319)  2025-11-15T11:23Z [---] followers, [---] engagements


"Full-year [----] guidance of an EBITDA margin between 28-32% and revenue of 500-525 MNOK excluding new acquisitions. Management reiterating guidance for5-10% organic growth and 10-20% acquired revenue growth. $OMDA writeup in the usual place"  
[X Link](https://x.com/anyuser/status/1989655495792308265)  2025-11-15T11:23Z [---] followers, [---] engagements


"Great q3 results from $BFIT today. 13% revenue growth on 5% comparable club growth. Membership growth accelerated significantly 45% higher than the comparable period in [--]. Ive owned this since [----] and continue to buy. Average price EUR 23"  
[X Link](https://x.com/anyuser/status/1979228352478064918)  2025-10-17T16:49Z [---] followers, [---] engagements


"Selling this here would be retarded feel like this is the inflection point. Check back in two years"  
[X Link](https://x.com/anyuser/status/1979672259477549232)  2025-10-18T22:13Z [---] followers, [---] engagements


"In retrospect selling $AGX [--] months ago might have been my worst investing mistake of [----]. Missed out on another 2x and with electricity demand still surging it might even run higher. $AGX finally getting the attention it deserves. Fort Knox balance sheet. Capital light. Proven capital allocation track record. Industrial construction services business is growing rapidly. $AGX finally getting the attention it deserves. Fort Knox balance sheet. Capital light. Proven capital allocation track record. Industrial construction services business is growing rapidly"  
[X Link](https://x.com/anyuser/status/1974758127242445220)  2025-10-05T08:46Z [---] followers, [---] engagements


"$AGX finally getting the attention it deserves. Fort Knox balance sheet. Capital light. Proven capital allocation track record. Industrial construction services business is growing rapidly"  
[X Link](https://x.com/anyuser/status/1779040391074894290)  2024-04-13T06:54Z [---] followers, [----] engagements


"$OMDA Q2 [----] EBITDA margins on target guiding higher from 20% to 25-35% for H2 [----]. With more than 80% of software revenue recurring this is highly attainable. Organic growth of 7% this Q. Long term guidance of 5-10% organic growth and 10-20% acquisitive growth on target"  
[X Link](https://x.com/anyuser/status/1964788111298449484)  2025-09-07T20:29Z [---] followers, [---] engagements


"With 30% FY2026 EBITDA margins $OMDA trades a 10x FY2026 EV/EBITDA EV is 1.5B NOK looking at 150m in EBITDA for [----]. For a VMS company this is too cheap"  
[X Link](https://x.com/anyuser/status/1964788112535724219)  2025-09-07T20:29Z [---] followers, [---] engagements


"Is $KITS really worth 52x TTM EBITDA Seriously - $520m market cap for $10m TTEM EBITDA - growing decently but this is priced for perfection What am I missing here Was looking at this at $8 and I thought the valuation was already rich. I must be completely out of touch"  
[X Link](https://x.com/anyuser/status/1949814988010316077)  2025-07-28T12:51Z [---] followers, [---] engagements


"Certainly the contact lenses auto-ship annuities are interesting like a software company. but without the AI disruption. Will watch for a better entry point. Feel late to this party"  
[X Link](https://x.com/anyuser/status/1949823963606991128)  2025-07-28T13:27Z [---] followers, [---] engagements


"Two great announcements from $AEP.V in the last [--] hours. 1st: New acquisition of Penn-Truss for 4x last-3-year-average EBITDA of 955K for total consideration of 3.8m Earn out of 760K depending on H2 [----] performance to be paid in cash or shares per $AEP.V's discretion"  
[X Link](https://x.com/anyuser/status/1948724752471761078)  2025-07-25T12:39Z [---] followers, [----] engagements


"Trussmatic has been in the business for about [--] years and has delivered around twenty complete production lines. This looks like their first delivery in Canada. Trussmatic has a few short videos demoing their robotics. https://www.youtube.com/watchv=KRF3ZTCFOng&pp=0gcJCccJAYcqIYzv https://www.youtube.com/watchv=KRF3ZTCFOng&pp=0gcJCccJAYcqIYzv"  
[X Link](https://x.com/anyuser/status/1948724758838751540)  2025-07-25T12:39Z [---] followers, [---] engagements


"Full disclosure: I am long $AEP.V since [----] with an average entry price of $0.26 CAD. Tough seeing what was for a short moment a 6.5x at $1.70 contract to 3.5x today but I'm holding on for the long term. This is a cyclical business. You want to own it going into the cycle"  
[X Link](https://x.com/anyuser/status/1948724761032274289)  2025-07-25T12:39Z [---] followers, [---] engagements

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