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# ![@abroninvestor Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::303643375.png) @abroninvestor Andrew Brown Dynastic Investor 🇦🇺🏴󠁧󠁢󠁥󠁮󠁧󠁿

Andrew Brown Dynastic Investor 🇦🇺🏴󠁧󠁢󠁥󠁮󠁧󠁿 posts on X about $exoas, debt, $race, $manu the most. They currently have XXXXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::303643375/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::303643375/c:line/m:interactions.svg)

- X Week XXXXX +4.70%
- X Month XXXXXX +74%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::303643375/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::303643375/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX -XXXX%
- X Year XXX +11%

### Followers: XXXXX [#](/creator/twitter::303643375/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::303643375/c:line/m:followers.svg)

- X Week XXXXX +0.09%
- X Month XXXXX +0.63%
- X Months XXXXX +5.20%
- X Year XXXXX +7.90%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::303643375/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::303643375/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::303643375/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [luxury brands](/list/luxury-brands)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[$exoas](/topic/$exoas) #5, [debt](/topic/debt) 1.12%, [$race](/topic/$race) #1503, [$manu](/topic/$manu) #2, [$virt](/topic/$virt) #17, [iveco](/topic/iveco) #93, [nav](/topic/nav) 0.67%, [$hmcax](/topic/$hmcax) #1, [$uhrsw](/topic/$uhrsw) #1, [$halas](/topic/$halas) #1

**Top accounts mentioned or mentioned by**
[@east72dynasty](/creator/undefined) [@specsitscapmgmt](/creator/undefined) [@ignore89039500](/creator/undefined) [@ausbiztv](/creator/undefined) [@foxcastlehold](/creator/undefined) [@galumay](/creator/undefined) [@equitymates](/creator/undefined) [@east72holdings](/creator/undefined) [@nrossett](/creator/undefined) [@10footinvestor](/creator/undefined) [@financialreview](/creator/undefined) [@bakesview](/creator/undefined) [@claudedwalker](/creator/undefined) [@pandavalue](/creator/undefined) [@michaelgielkens](/creator/undefined) [@capitalvalor](/creator/undefined) [@toobyrox](/creator/undefined) [@sebgreenway](/creator/undefined) [@avidcommentator](/creator/undefined) [@samstrades](/creator/undefined)

**Top assets mentioned**
[Ferrari N.V. (RACE)](/topic/$race) [MANCHESTER UNITED PLC (MANU)](/topic/$manu) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [Carlyle Group, Inc. (CG)](/topic/$cg) [Carvana Co. (CVNA)](/topic/$cvna) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Nelnet, Inc. Class A (NNI)](/topic/$nni)
### Top Social Posts [#](/creator/twitter::303643375/posts)
---
Top posts by engagements in the last XX hours

"The @East72Dynasty quarterly report to September is now out. Comments on $BOL.PA a lengthy piece on $EXO.AS and a more optimistic take on $UHR.SW plus the very definition of a value trap: $MANU"  
[X Link](https://x.com/abroninvestor/status/1974982834864750693) [@abroninvestor](/creator/x/abroninvestor) 2025-10-05T23:39Z 7375 followers, 6000 engagements


"PS Harajuku Swatch $UHR.SW had MoonSwatches yesterday (5 of XX models including Saturn but not Jupiter or Neptune). Best "arbitrage" was Nikka Single Malt Miyagikyo at 4400 from "organic" shop at Shimo-Kitazawa metro versus 10000 at airport duty free & A$155 (14000) here"  
[X Link](https://x.com/abroninvestor/status/1647851016073916416) [@abroninvestor](/creator/x/abroninvestor) 2023-04-17T06:34Z 7376 followers, 1358 engagements


"The biggest publicly listed player in this space is Virtu $VIRT which currently does net trading income of US$2billion before overheads to put Jane Street in context - about 18x MORE than $VIRT in Q2"  
[X Link](https://x.com/abroninvestor/status/1963471326502388075) [@abroninvestor](/creator/x/abroninvestor) 2025-09-04T05:16Z 7376 followers, 1996 engagements


"Sorry for the late reply. Bear case is that they haven't grown like the unlisted competition and everyone knows a lot about them as the only listed US player in liquidity provision. Only one listed peer $FLOW.AS and analsysts don't cover $VIRT that well (its a sort of competitor). Perception of excessively volatile earnings. All listed players in the adjacent inter dealer broker space are low P/E stocks - perception of blow-ups. $VIRT bought Knight Capital after it exploded on a single day. I have a core holding in the shares and will put up with volatility. Eventually I believe the company"  
[X Link](https://x.com/abroninvestor/status/1971333997105193245) [@abroninvestor](/creator/x/abroninvestor) 2025-09-25T22:00Z 7376 followers, XXX engagements


"$EXO.AS the biggest positive change in value for Exor between Dec XX - XX June XX was Iveco $IVG.MI 541million then Ferrari $RACE 378million. So what was #3 at an estimated 147million Unless you know where to look you'll never get it"  
[X Link](https://x.com/abroninvestor/status/1971840466158289354) [@abroninvestor](/creator/x/abroninvestor) 2025-09-27T07:32Z 7376 followers, 1555 engagements


"$HAL.AS The German prothesis manufacturer Ottobock is listing to help repay Carlyle Group $CG and others loan to Nader Holding the private parent company (believe $MQG.AX involved here too) of 1.1billion (PIK) drawn in 2024 to buy back XX% of Ottobock from $EQT.ST about 582m pre fees going to Nader. Assuming no debt in Ottobock (NOT THE CASE - no financials for Ottobock SE & Co. KGaA filed since 2021) so we have to await the prospectus for an EV/EBITDA figure. But it will be a minimum 12.5x . $HAL.AS carry their XXXX% of Auxilium (about a quarter the size) at EV/EBITDA of 3.9x - just a minor"  
[X Link](https://x.com/abroninvestor/status/1972564004733366545) [@abroninvestor](/creator/x/abroninvestor) 2025-09-29T07:28Z 7376 followers, 3925 engagements


"$RACE $EXO.AS dont want to be paying Horner with my $ John thank you very much. @IanSlaterPhoto1"  
[X Link](https://x.com/abroninvestor/status/1979107964981243915) [@abroninvestor](/creator/x/abroninvestor) 2025-10-17T08:51Z 7376 followers, 2089 engagements


"$EXO.AS Agnelli's proceeding slowly but surely - NAV+dividends = 14%pa since 2015. More opaque with more unlisted but $RACE down to XX% of gross NAV. If they do nothing will be pro-forma debt free post Iveco. Another buyback down the track - if you plot NAV/share versus net NAV the gap is perceptibly wide illustrating capital management. Estimated NAV/share at last night = XXX so XX% discount. Crazy that it is the same as some of the detritus of Euro holdcos in France and Belgium. Long"  
[X Link](https://x.com/abroninvestor/status/1968519931621949444) [@abroninvestor](/creator/x/abroninvestor) 2025-09-18T03:38Z 7376 followers, 3740 engagements


"Amazingly something as bizarre as $CVNA was the third biggest individual contributor to $EXO.AS increase in value in first six months of 2025. Dont think theres any reference to it"  
[X Link](https://x.com/abroninvestor/status/1971917154280001996) [@abroninvestor](/creator/x/abroninvestor) 2025-09-27T12:37Z 7376 followers, 1456 engagements


"$EXO.AS after the fall in $RACE nearly matched by Exor updated NAV is XXXXXX at full market value of which XXX is listed equities (see through for $BIM.PA) XXXXX for unlisted XXXX for other XXXXX for effective cash including Iveco and (18.70) for debt and capitalised costs. XXXX% discount at prevailing XX stock price. Long"  
[X Link](https://x.com/abroninvestor/status/1976428205440630841) [@abroninvestor](/creator/x/abroninvestor) 2025-10-09T23:22Z 7376 followers, 1839 engagements


"re $EXO.AS some of the GROTESQUE (and lazy) mis-reporting on the proposed Lady Rothschild divestment of her stake in @TheEconomist - looking at you @business and @Reuters and as for these @axios 🤡🤡- She owns XX% of ONE CLASS of shares not XX% of the business. That class of shares has strong voting rights but her stake has a XXXX% ECONOMIC interest in the business which IS worth 650million. Based on what Exor paid for their equivalent 1.26million "B" shares in 2015 (59.5m or XXXXX a share) she might get 12million ish (YES TWELVE) which is all really for the voting rights) not the crazy"  
[X Link](https://x.com/abroninvestor/status/1976432702908924385) [@abroninvestor](/creator/x/abroninvestor) 2025-10-09T23:40Z 7376 followers, 1522 engagements


"@dlitten4 Discount is still XX% on that basis. You could also argue that via Exor you are buying RACE at X since there's 100net per share (before last night) of OTHER assets against an XX price. Why I am a very happy holder of $EXO.AS"  
[X Link](https://x.com/abroninvestor/status/1976800388050567548) [@abroninvestor](/creator/x/abroninvestor) 2025-10-11T00:01Z 7376 followers, XXX engagements


"Ever since I wrote about $MANU as a value trap the team has started playing better football (Sunday was really good) winning & the stock is up XX% on sketchy takeover speculation. 🤔🤔"  
[X Link](https://x.com/abroninvestor/status/1980452117166121024) [@abroninvestor](/creator/x/abroninvestor) 2025-10-21T01:52Z 7376 followers, 1614 engagements


"$VIV.PA thread why is it so interesting but how reliant on football rights is it In 2024 investors hope - but not guaranteed - that the "controllers" (define how you like but probably has the surname "Bollor") - start to clean up the structure in an appropriate fashion. 1/7"  
[X Link](https://x.com/abroninvestor/status/1731913927481504063) [@abroninvestor](/creator/x/abroninvestor) 2023-12-05T05:50Z 7375 followers, 8979 engagements


"@puppyeh1 Don't think you're wrong but the big change is that API is now controlled by Wesfarmers and $WOW.AX keep wanting in (but screwing up). The whole CW/ $HMC.AX super connected & media glowing"  
[X Link](https://x.com/abroninvestor/status/1734013054894141570) [@abroninvestor](/creator/x/abroninvestor) 2023-12-11T00:51Z 7375 followers, XXX engagements


"Whilst everyone's focus was on $NVDA those of us focused on the longer term saw a wonderful milestone last night. $EXO.AS closed at over XXX for the first time. XXXX when the company reconstituted under Elkann on X March 2009. Long"  
[X Link](https://x.com/abroninvestor/status/1760766850269683985) [@abroninvestor](/creator/x/abroninvestor) 2024-02-22T20:41Z 7376 followers, 5316 engagements


"$DIE.BR transaction between Belron holders - makes D'Ieteren look very cheap cf our breakout at end September"  
[X Link](https://x.com/abroninvestor/status/1851909446806687942) [@abroninvestor](/creator/x/abroninvestor) 2024-10-31T08:49Z 7374 followers, 2836 engagements


"@ignore89039500 Not sure how easy it is to get rid of $MFG.AX The fact Formica started advertising the fact MFG was the only way to invest in BJ suggests there had been resisted overtures by the Greed Factory to extract them in favour of a more compatible partner/"cooler model""  
[X Link](https://x.com/abroninvestor/status/1915176559054602695) [@abroninvestor](/creator/x/abroninvestor) 2025-04-23T22:50Z 7374 followers, XXX engagements


"Three year chart. $TFF.PA is orange $DGE.L is purple & $BF.B is blue. Becomes clear that TFF shares held up very well due to prior results when the underlying forward industry dynamics (proxied by DGE & BF.B) for part of their business was going south at a rate of knots in early 2024. Still a fair gap as late as September last year. So the correction we have had in 2025 to realign TFF shares with the underlying business is especially sharp. $TFF.PA held up because of the "feel good" factor - long term thinkers family control different share register etc. Clearly some of the true believers"  
[X Link](https://x.com/abroninvestor/status/1945632474572493311) [@abroninvestor](/creator/x/abroninvestor) 2025-07-16T23:51Z 7374 followers, XXX engagements


"2am Aussie time tomorrow morning - LVMH results $MC.PA more interesting than usual given some chinks if light at Swatch (for example)"  
[X Link](https://x.com/abroninvestor/status/1948290925173653838) [@abroninvestor](/creator/x/abroninvestor) 2025-07-24T07:55Z 7374 followers, 1070 engagements


"$VIRT late nights in Sydney once a quarter won't be the same with Doug Cifu stepping down"  
[X Link](https://x.com/abroninvestor/status/1950513078245990557) [@abroninvestor](/creator/x/abroninvestor) 2025-07-30T11:05Z 7377 followers, 1012 engagements


"Some of the unwind of the passive madness in Australia's equity market has been very pronounced over the course of 2025. Some of that was accompanied by "it's a great company forget the price set and forget". The $FICO idea if you will. You've seen $CSL yesterday and a few others. One of Australia's best managed best culture businesses reports Monday but is currently trapped in deep cyclical (structural) headwinds in its two key markets and the shares have HALVED in the past 11months. Why because when you pay 26x EV/peak EBITA (for the time being) for a plumbing distributor and EBITA is now"  
[X Link](https://x.com/abroninvestor/status/1957955255020449849) [@abroninvestor](/creator/x/abroninvestor) 2025-08-19T23:58Z 7374 followers, 2815 engagements


"$HAL.AS - a lot of one off benefits in the numbers but Boskalis is running hard & ditching the Aussie towage business. Big XX% gain in $SBMO.AS and XX% in $TE.PA helping NAV to grow + the $VPK.AS initiatives. Shares +5% The vd Vorms aren't dead - they were just sleeping. Long"  
[X Link](https://x.com/abroninvestor/status/1961430087573897403) [@abroninvestor](/creator/x/abroninvestor) 2025-08-29T14:05Z 7375 followers, 1410 engagements


"After a last day of the transfer window a timely reminder that the cost of tech for sports teams especially @premierleague is bugger all. $NNI $CAT.AX A$672k A WEEK to sit on the bench and play a bit of @Carabao_Cup"  
[X Link](https://x.com/abroninvestor/status/1962640069422129244) [@abroninvestor](/creator/x/abroninvestor) 2025-09-01T22:13Z 7375 followers, 1355 engagements


"$MANU The world's ugliest cash flow statement. No wonder the shares fell 7%+ NET player spend over X years is 1.2billion (that's out the door exclduing what they still owe) and net debt despite Sir Jim is 551m - after another 130million drawdown and despite 238mn of new equity over two years. That's effectively been urinated away. The catch up in capex is notable & the stadium is yet to come. Ignore the rubbish about "adjusted EBITDA" - football accounting is about CASH. This is pitiful when you look at the quality sponsors and revenues"  
[X Link](https://x.com/abroninvestor/status/1968481092832477225) [@abroninvestor](/creator/x/abroninvestor) 2025-09-18T01:03Z 7375 followers, 1848 engagements


"@JeffWeniger Mid 30's multiples (except $CG) of business value (Cap - NTA) to FRE plus hefty % of either fee earnings fum or total fum. Just hit an air pocket where any issues (hello private credit delinquencies) will compound"  
[X Link](https://x.com/abroninvestor/status/1976037795069395430) [@abroninvestor](/creator/x/abroninvestor) 2025-10-08T21:31Z 7374 followers, 4082 engagements


"Market value is $708million for the three listeds. No the $130m debt is ALL in CPF (BEFORE the acquisitions post balance date) But only around $40m of the $120m cash belongs to $HMC.AX as $80m is in CPF. So rough NAV at market is $XXX for the X REITS $247m for the XX% of CPF $40m cash = $995m/412.6m shares = $XXXX a share"  
[X Link](https://x.com/abroninvestor/status/1976434227647480204) [@abroninvestor](/creator/x/abroninvestor) 2025-10-09T23:46Z 7374 followers, XXX engagements


"As a guide a bunch of European holdcos with funds businesses like Eurazeo 28bn fum and Wendel 39bn fum trade respectively at XX% and XX% DISCOUNT to NAV - so $HMC.AX at XX% premium and $18bn of fum doesn't stack up IMHO. Why people paid $XX for it is beyond comprehension"  
[X Link](https://x.com/abroninvestor/status/1976437741106889096) [@abroninvestor](/creator/x/abroninvestor) 2025-10-10T00:00Z 7374 followers, XXX engagements