#  @carlosag_92 Carlos Aguiar Carlos Aguiar posts on X about $apr, $alwec, $bme, investment the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1417922519324110851/interactions)  - [--] Week [---] +30% - [--] Month [-----] +61% - [--] Months [-----] +283% - [--] Year [------] -60% ### Mentions: [--] [#](/creator/twitter::1417922519324110851/posts_active)  - [--] Month [--] +44% - [--] Months [--] +170% - [--] Year [--] +233% ### Followers: [---] [#](/creator/twitter::1417922519324110851/followers)  - [--] Week [---] -0.38% - [--] Month [---] +0.77% - [--] Months [---] +11% - [--] Year [---] +16% ### CreatorRank: undefined [#](/creator/twitter::1417922519324110851/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [travel destinations](/list/travel-destinations) [gaming](/list/gaming) **Social topic influence** [$apr](/topic/$apr) #11, [$alwec](/topic/$alwec), [$bme](/topic/$bme) #1, [investment](/topic/investment), [in the](/topic/in-the), [stocks](/topic/stocks), [business](/topic/business), [auto](/topic/auto), [link](/topic/link), [growth](/topic/growth) **Top accounts mentioned or mentioned by** [@capitalemployed](/creator/undefined) [@joinyellowbrick](/creator/undefined) **Top assets mentioned** [aPriori (APR)](/topic/$apr) [MUX Protocol (MCB)](/topic/$mcb) [Superp (SUP)](/topic/$sup) [GAMA Coin (GAMA)](/topic/$gama) [Central African Republic Meme (CAR)](/topic/$car) [Kosmos Energy Ltd. (KOS)](/topic/$kos) [Decimal (DEL)](/topic/$del) [Evotec SE (EVO)](/topic/$evo) [SQZ Biotechnologies Co (SQZ)](/topic/$sqz) [Patria Investments Ltd. (PAX)](/topic/$pax) ### Top Social Posts Top posts by engagements in the last [--] hours "Auto partner $APR sigue creciendo y batiendo expectativas.Hoy ha presentado las ventas de mayo un [---] % por encima . En lo que va de ao ha crecido un [---] %" [X Link](https://x.com/carlosag_92/status/1666150397902217216) 2023-06-06T18:29Z [---] followers, [----] engagements "We have just uploaded the April update of the monitored companies. We cover Delko results Datagroup and other news from the rest of the companies. Link to in my profile $DEL $D6H $VRLA $ESAU $ALWEC" [X Link](https://x.com/carlosag_92/status/1776949469700919318) 2024-04-07T12:25Z [---] followers, [---] engagements "Want to find your next winner in just [--] minutes Ive screened 100s of stocks and picked [--] top ideas with strong ROIC & low multiples. Highlights: $SUP (Supreme PLC) $GAMA (Gamma Communications) $CAR (Inter Cars). https://littlesubbeats.substack.com/p/the-monthly-screener-405 https://littlesubbeats.substack.com/p/the-monthly-screener-405" [X Link](https://x.com/anyuser/status/2009608768720662985) 2026-01-09T12:50Z [---] followers, [---] engagements "Sometimes the best investment is already in your portfolio. 💼 📊 New analysis: Auto Partner $APR A classic Peter Lynchstyle play: a boring business compounding at a 22.6% CAGR since [----] with stable sales and clear catalysts heading into [----]. Its currently a top [--] position in my personal portfolio 🏛👇 https://twitter.com/i/web/status/2013587880275316843 https://twitter.com/i/web/status/2013587880275316843" [X Link](https://x.com/anyuser/status/2013587880275316843) 2026-01-20T12:22Z [---] followers, [----] engagements "Auto partner January sales Up [-----] % . Great start of the year Long $APR Long Poland" [X Link](https://x.com/carlosag_92/status/1755636370683441403) 2024-02-08T16:55Z [---] followers, [---] engagements "New investment thesis in PDF format. WE.connect $ALWEC French small cap managed by its founders dedicated to the wholesale of computer peripherals and other electronic components. With ROICs of over 20% it trades at 4.6x EV/EBITDA and 5x P/E. https://10baggernewsletter.substack.com/p/weconnect-deep-dive-pdf https://10baggernewsletter.substack.com/p/weconnect-deep-dive-pdf" [X Link](https://x.com/carlosag_92/status/1763905204561367429) 2024-03-02T12:32Z [---] followers, [----] engagements "$APR Auto partner February sales up 3296% Great performance" [X Link](https://x.com/carlosag_92/status/1765441615940694039) 2024-03-06T18:17Z [---] followers, [---] engagements "A few days ago WE. CONNECT $ALWEC announced the repurchase of shares worth [--] million euros 4% of the current Market cap.Buybacks that will add a lot of value at current prices. The full thesis can be found in the message posted on my profile" [X Link](https://x.com/carlosag_92/status/1775256549486911529) 2024-04-02T20:18Z [---] followers, [----] engagements "@capitalemployed $ALWEC" [X Link](https://x.com/carlosag_92/status/1780266446360109444) 2024-04-16T16:06Z [---] followers, [----] engagements "$ALWEC WE.connect preliminary results. Revenues [-----] M (+11.2 %) EBITDA [----] M (+20.8 %) Net profit [---] M (+21.2 %) One of the key points of the thesis I wrote on the company was strong cash generation thanks to the normalization of working capital and it seems that is being fulfilled. Although the company has not yet presented its cash flow its financial position has gone from a net debt of [----] million in [----] to a net cash position of [---] million. All this with a market capitalization of 52.2M and the announcement of buybacks worth 2M. Thesis in my pinned tweet" [X Link](https://x.com/carlosag_92/status/1780959655558091000) 2024-04-18T14:00Z [---] followers, [----] engagements "2 days ago WE. CONNECT $ALWEC has announced its annual results highlighting revenue growth of 11.2% and a slight increase in margins. The company achieved excellent cash generation with FCF of [----] M enabling it to move from net debt of [----] M in [----] to net cash of [---] M. MARKET CAP : [--] M Net income : [---] M FCF : [---] M Net Cash : [---] M A detailed analysis of the results and future prospects will be published tomorrow. https://twitter.com/i/web/status/1785976869487038489 https://twitter.com/i/web/status/1785976869487038489" [X Link](https://x.com/carlosag_92/status/1785976869487038489) 2024-05-02T10:17Z [---] followers, 12.3K engagements "Today was the Auto Partner $APR conference call although I will go into more in depth in the monthly newsletter update I will leave some details: Volume growth has been above revenue as suppliers are lowering prices. With a negative price in the mix we can say that growth has been very good. They are working on warehouse automation to improve margins in the medium to long term. They expect high growth in Europe once the new HUD is operational. In the next update of the newsletter we will analyse the results and go into more detail" [X Link](https://x.com/carlosag_92/status/1836412518631153959) 2024-09-18T14:30Z [---] followers, [---] engagements "FY [----] trading update on B&M value retail $BME Consolidated annual sales growth of 3.7%. Negative L-F-L at B&M UK of 3.1% highlighting the challenging environment for retail in the UK Good performance in France with LF-L sales up 2.6% New openings B&M UK [--] target ✅ B&M France [--] target✅ Heron Foods [--] target ❌ Y25 return on capital is expected to be c.30% New CEO to be announced in the coming weeks Results are above our base casae described in the analysis you can find in the link on my profile" [X Link](https://x.com/carlosag_92/status/1912132078478500178) 2025-04-15T13:13Z [---] followers, [---] engagements "WE.CONNECT $alwec has just completed the acquisition of Exertis France and Iberia for a symbolic price of [--]. Exertis was a non-strategic loss-making business for the DCC Group. Hopefully under WE.CONNECT the company will quickly become profitable" [X Link](https://x.com/carlosag_92/status/1963187969554272638) 2025-09-03T10:31Z [---] followers, [---] engagements "Its the 2nd Friday of the month which means its time for the monthly screener. Im sharing [--] stocks that passed my initial filters and deserve a deeper look. 1.A defensive beverage company with net cash consistent growth and valuations well below its 10-year averages. 👇" [X Link](https://x.com/carlosag_92/status/1989342839533350928) 2025-11-14T14:41Z [---] followers, [--] engagements "2. A retailer with high revenue growth strong cash flows and high ROIC backed by aligned family ownership. [--]. A European IT leader with steady profitability and attractive multiples. These are not recommendations just early-stage ideas. Link in my profile" [X Link](https://x.com/carlosag_92/status/1989342841701851280) 2025-11-14T14:41Z [---] followers, [--] engagements "Looking for your next investment idea 🔎 Want to save hours of screening As every month I did the hard work for you. I compiled a list of [--] potential ideas combining High ROIC and Low Multiples (including $ALFPA $EVO & $4MS). 📑 https://littlesubbeats.substack.com/ https://littlesubbeats.substack.com/" [X Link](https://x.com/carlosag_92/status/1999870931913863638) 2025-12-13T15:56Z [---] followers, [---] engagements "Just published the new analysis A European leader in PPE where revenue is literally protected by law. The numbers are hard to ignore: ✅ 8.2% CAGR since [----] ✅ It's trading at a discount due to a temporary post-COVID hangover. ✅ Family controlled (57% Skin in the game) https://littlesubbeats.substack.com/p/investment-thesis-delta-plus-group https://littlesubbeats.substack.com/p/investment-thesis-delta-plus-group" [X Link](https://x.com/carlosag_92/status/2002055475832013133) 2025-12-19T16:36Z [---] followers, [---] engagements "I know Auto Partner very wellits been in my portfolio for years. I recently increased my position and its now one of my Top [--] holdings. Downside appears limited at current prices while the upside over the next [--] years is very meaningful. 📈" [X Link](https://x.com/carlosag_92/status/2013587882963808569) 2026-01-20T12:22Z [---] followers, [--] engagements "Just published the analysis of one of my recent acquisitions Macfarlane Group PLC $MACF. Link in bio" [X Link](https://x.com/carlosag_92/status/1891494151562113074) 2025-02-17T14:25Z [---] followers, [---] engagements "The legendary investor Peter Lynch generated an extraordinary 29.2% annualized return during his [--] years leading the Fidelity Magellan Fund. Beyond the numbers he shared timeless investing lessons in books like One Up on Wall Street and Beating the Street. In this article we break down his investing core principles Full analysis here 👇" [X Link](https://x.com/anyuser/status/2017282237700427809) 2026-01-30T17:02Z [---] followers, [---] engagements "⚠ Reminder: our 20% discount ends tomorrow (Jan 31). Join Premium and get real-time access to my portfolio and trades ongoing coverage of our companies a monthly screener with [--] high-quality ideas and a monthly deep-dive . https://littlesubbeats.substack.com/p/the-peter-lynch-playbook https://littlesubbeats.substack.com/p/the-peter-lynch-playbook" [X Link](https://x.com/anyuser/status/2017282239793377750) 2026-01-30T17:02Z [---] followers, [--] engagements "This is my first premium analysis and it includes: Deep dive into the business model & catalysts. Current state of the industry PDF with financial statements and the valuation model" [X Link](https://x.com/anyuser/status/2013587884939354544) 2026-01-20T12:22Z [---] followers, [---] engagements "To celebrate the launch Im offering a 20% lifetime discount for the rest of January. You can access the full $APR analysis and download the Excel model here: 👈 https://littlesubbeats.substack.com/p/auto-partner-investment-thesis https://littlesubbeats.substack.com/p/auto-partner-investment-thesis" [X Link](https://x.com/anyuser/status/2013588441569665137) 2026-01-20T12:24Z [---] followers, [---] engagements "New monthly update Auto Partner $APR growth accelerates Breakdown of the trading updates from McBride $MCB and B&M $BME. Portfolio movements Link 👇" [X Link](https://x.com/anyuser/status/2018289570513604776) 2026-02-02T11:45Z [---] followers, [---] engagements "New analysis available link in bio. Aplisens SA $APN" [X Link](https://x.com/carlosag_92/status/1835637388359454765) 2024-09-16T11:10Z [---] followers, [----] engagements "Just released a new analysis link in BIO B&M European Value Retail S.A. $BME.L A variety discount retailer Company Growth: 26.6% CAGR over [--] years. High returns on invested capital: ROIC exceeding 20% 30%+ ex-goodwill. Recent Correction: Stock down nearly 50% in the last [--] months post [--] profit warnings (only 6.3% earnings decline expected). Shareholder Returns: 60%+ of current market cap returned via dividends (FY21-24). Cheap valuation: Trading at [--] earnings. https://twitter.com/i/web/status/1897346731982872628 https://twitter.com/i/web/status/1897346731982872628" [X Link](https://x.com/carlosag_92/status/1897346731982872628) 2025-03-05T18:01Z [---] followers, [---] engagements "Just published the Portfolio update and returns for H1 [----]. The article includes the composition of the portfolio the movements and their reasons and reflections on my first B&M European Value retail $BME position. Link in the profile" [X Link](https://x.com/carlosag_92/status/1942985678607781901) 2025-07-09T16:34Z [---] followers, [----] engagements "The CEO of B&M European Value Retail $BME has purchased shares worth [---------] this month. As Peter Lynch said: Insiders might sell their shares for any number of reasons but they buy them for only one: they think the price will rise" [X Link](https://x.com/carlosag_92/status/1972596729066529063) 2025-09-29T09:38Z [---] followers, [---] engagements "2025 Annual Letter: Performance Analysis and [----] Outlook A technical review of the portfolio's performance winners losers and mistakes We also talk about: The current opportunity in B&M European Value Retail $BME My top pick for [----] is Auto Partner $APR and its catalysts. Full analysis in the link below. https://twitter.com/i/web/status/2007074364370387243 https://twitter.com/i/web/status/2007074364370387243" [X Link](https://x.com/carlosag_92/status/2007074364370387243) 2026-01-02T12:59Z [---] followers, [---] engagements "Auto Partner's $APR growth rate is accelerating again with strong figures for December at +17.9%" [X Link](https://x.com/carlosag_92/status/2008839847319048650) 2026-01-07T09:55Z [---] followers, [---] engagements "The monthly screener is out. I filtered hundreds of stocks to find [--] high-ROIC businesses trading at low valuations. This month: Hilton Food Group plc $HFG JD Sports Fashion PLC $JD + One cash machine at single-digit multiples Full list inside 👇" [X Link](https://x.com/carlosag_92/status/2022333313894207517) 2026-02-13T15:33Z [---] followers, [---] engagements "Share buybacks continue at McBride $MCB and Macfarlane $MACF though in small amounts. They should pick up the pace. http://s.shopee.com.my/1LYsdOomB6 http://s.lazada.com.my/s.GutmL http://s.shopee.com.my/1LYsdOomB6 http://s.lazada.com.my/s.GutmL" [X Link](https://x.com/carlosag_92/status/2003179152401486072) 2025-12-22T19:01Z [---] followers, [---] engagements "Christmas rebalancing today. Full Exit: $ZEG (Zegona). Officially hit "bagger" status in under a year. The bulk of the money has already been made. New Position: $ALDLT (Delta Plus Group). Rebalancing: Adding to $SQZ $KOS $W7L $APR and $BME. Trimming $ESAU $PAX and $ALWEC. Ill be discussing the reasons in the Monthly Update publishing the first Monday of [----]. https://twitter.com/i/web/status/2004581681399759013 https://twitter.com/i/web/status/2004581681399759013" [X Link](https://x.com/carlosag_92/status/2004581681399759013) 2025-12-26T15:54Z [---] followers, [---] engagements "Seems like the timing of the analysis couldn't have been better. $APR https://www.linkedin.com/posts/auto-partner-sa_autopartner-logistyka-centrumlogistyczne-activity-7399728064953462784-FhW0utm_source=share&utm_medium=member_android&rcm=ACoAADpozm4BG2cJ7ZacTXYDAVH1gUdiPTPSGpU https://www.linkedin.com/posts/auto-partner-sa_autopartner-logistyka-centrumlogistyczne-activity-7399728064953462784-FhW0utm_source=share&utm_medium=member_android&rcm=ACoAADpozm4BG2cJ7ZacTXYDAVH1gUdiPTPSGpU" [X Link](https://x.com/anyuser/status/2013703012179448060) 2026-01-20T19:59Z [---] followers, [---] engagements "Warpaint London $W7L +12% today 🚀 Acquires Barry M for 1.4m (15m revenue): 0.1x sales. IP stock & order book acquired no liabilities. FY25: 105m revenue 22m adj. EBITDA 18m net cash. Management expects a return to organic growth in FY26. investment thesis below" [X Link](https://x.com/anyuser/status/2020873734161101196) 2026-02-09T14:53Z [---] followers, [---] engagements "Sometimes the best investment is already in your portfolio. 💼 📊 New analysis: Auto Partner $APR A classic Peter Lynchstyle play: a boring business compounding at a 22.6% CAGR since [----] with stable sales and clear catalysts heading into [----]. Its currently a top [--] position in my personal portfolio 🏛👇 https://twitter.com/i/web/status/2013587880275316843 https://twitter.com/i/web/status/2013587880275316843" [X Link](https://x.com/anyuser/status/2013587880275316843) 2026-01-20T12:22Z [---] followers, [----] engagements "The monthly screener is out. I filtered hundreds of stocks to find [--] high-ROIC businesses trading at low valuations. This month: Hilton Food Group plc $HFG JD Sports Fashion PLC $JD + One cash machine at single-digit multiples Full list inside 👇" [X Link](https://x.com/carlosag_92/status/2022333313894207517) 2026-02-13T15:33Z [---] followers, [---] engagements "https://littlesubbeats.substack.com/p/the-monthly-screener-ebe https://littlesubbeats.substack.com/p/the-monthly-screener-ebe" [X Link](https://x.com/anyuser/status/2022333316075311343) 2026-02-13T15:33Z [---] followers, [--] engagements "The market seems bullish on Delta Plus $ALDLT ahead of tomorrows [----] Q4 & full-year turnover release. Today the stock jumps 7.41% likely boosted by Portzamparc raising its price target to [--]. To read the free analysis go to the following comment" [X Link](https://x.com/anyuser/status/2021643304253689896) 2026-02-11T17:51Z [---] followers, [---] engagements "https://littlesubbeats.substack.com/p/investment-thesis-delta-plus-group https://littlesubbeats.substack.com/p/investment-thesis-delta-plus-group" [X Link](https://x.com/anyuser/status/2021643306221154402) 2026-02-11T17:51Z [---] followers, [--] engagements "Just finished up the Monthly Screener coming out this Friday. Its interesting to see how opportunities shift over time. A year or two ago most of the attractive names I was finding were in Poland. Now its the UK low valuations solid cash flows and plenty of pessimism already priced in" [X Link](https://x.com/anyuser/status/2021636484269310003) 2026-02-11T17:24Z [---] followers, [---] engagements "Warpaint London $W7L +12% today 🚀 Acquires Barry M for 1.4m (15m revenue): 0.1x sales. IP stock & order book acquired no liabilities. FY25: 105m revenue 22m adj. EBITDA 18m net cash. Management expects a return to organic growth in FY26. investment thesis below" [X Link](https://x.com/anyuser/status/2020873734161101196) 2026-02-09T14:53Z [---] followers, [---] engagements "https://littlesubbeats.substack.com/p/warpaint-london-high-growth-at-low https://littlesubbeats.substack.com/p/warpaint-london-high-growth-at-low" [X Link](https://x.com/anyuser/status/2020873735977238643) 2026-02-09T14:53Z [---] followers, [--] engagements "New monthly update Auto Partner $APR growth accelerates Breakdown of the trading updates from McBride $MCB and B&M $BME. Portfolio movements Link 👇" [X Link](https://x.com/anyuser/status/2018289570513604776) 2026-02-02T11:45Z [---] followers, [---] engagements "https://littlesubbeats.substack.com/p/monthly-news-january https://littlesubbeats.substack.com/p/monthly-news-january" [X Link](https://x.com/anyuser/status/2018289605531885915) 2026-02-02T11:45Z [---] followers, [---] engagements "The legendary investor Peter Lynch generated an extraordinary 29.2% annualized return during his [--] years leading the Fidelity Magellan Fund. Beyond the numbers he shared timeless investing lessons in books like One Up on Wall Street and Beating the Street. In this article we break down his investing core principles Full analysis here 👇" [X Link](https://x.com/anyuser/status/2017282237700427809) 2026-01-30T17:02Z [---] followers, [---] engagements "⚠ Reminder: our 20% discount ends tomorrow (Jan 31). Join Premium and get real-time access to my portfolio and trades ongoing coverage of our companies a monthly screener with [--] high-quality ideas and a monthly deep-dive . https://littlesubbeats.substack.com/p/the-peter-lynch-playbook https://littlesubbeats.substack.com/p/the-peter-lynch-playbook" [X Link](https://x.com/anyuser/status/2017282239793377750) 2026-01-30T17:02Z [---] followers, [--] engagements "Seems like the timing of the analysis couldn't have been better. $APR https://www.linkedin.com/posts/auto-partner-sa_autopartner-logistyka-centrumlogistyczne-activity-7399728064953462784-FhW0utm_source=share&utm_medium=member_android&rcm=ACoAADpozm4BG2cJ7ZacTXYDAVH1gUdiPTPSGpU https://www.linkedin.com/posts/auto-partner-sa_autopartner-logistyka-centrumlogistyczne-activity-7399728064953462784-FhW0utm_source=share&utm_medium=member_android&rcm=ACoAADpozm4BG2cJ7ZacTXYDAVH1gUdiPTPSGpU" [X Link](https://x.com/anyuser/status/2013703012179448060) 2026-01-20T19:59Z [---] followers, [---] engagements "This is my first premium analysis and it includes: Deep dive into the business model & catalysts. Current state of the industry PDF with financial statements and the valuation model" [X Link](https://x.com/anyuser/status/2013587884939354544) 2026-01-20T12:22Z [---] followers, [---] engagements "To celebrate the launch Im offering a 20% lifetime discount for the rest of January. You can access the full $APR analysis and download the Excel model here: 👈 https://littlesubbeats.substack.com/p/auto-partner-investment-thesis https://littlesubbeats.substack.com/p/auto-partner-investment-thesis" [X Link](https://x.com/anyuser/status/2013588441569665137) 2026-01-20T12:24Z [---] followers, [---] engagements "$KOS is taking another significant step to enhance its company profile risk management. The company plans to issue a [----] bond a $350 million first-lien GTA. The proceeds will be used to tender $250 million of the [----] bonds at [--] with the remaining $100 million used to repay the RBL loan specifically the [----] maturity. I expect Kosmos to successfully raise this debt. They are well prepared having conducted a sounding in December with strong investor interest including from us. Bonds are reacting positively rising by 2/3% and the stock should follow. This refinancing largely covers Kosmos's" [X Link](https://x.com/anyuser/status/2010694205090238789) 2026-01-12T12:43Z 22K followers, 18.3K engagements "Want to find your next winner in just [--] minutes Ive screened 100s of stocks and picked [--] top ideas with strong ROIC & low multiples. Highlights: $SUP (Supreme PLC) $GAMA (Gamma Communications) $CAR (Inter Cars). https://littlesubbeats.substack.com/p/the-monthly-screener-405 https://littlesubbeats.substack.com/p/the-monthly-screener-405" [X Link](https://x.com/anyuser/status/2009608768720662985) 2026-01-09T12:50Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@carlosag_92 Carlos Aguiar
Carlos Aguiar posts on X about $apr, $alwec, $bme, investment the most. They currently have [---] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---] +30%
- [--] Month [-----] +61%
- [--] Months [-----] +283%
- [--] Year [------] -60%
Mentions: [--] #
- [--] Month [--] +44%
- [--] Months [--] +170%
- [--] Year [--] +233%
Followers: [---] #
- [--] Week [---] -0.38%
- [--] Month [---] +0.77%
- [--] Months [---] +11%
- [--] Year [---] +16%
CreatorRank: undefined #
Social Influence
Social category influence finance stocks cryptocurrencies countries travel destinations gaming
Social topic influence $apr #11, $alwec, $bme #1, investment, in the, stocks, business, auto, link, growth
Top accounts mentioned or mentioned by @capitalemployed @joinyellowbrick
Top assets mentioned aPriori (APR) MUX Protocol (MCB) Superp (SUP) GAMA Coin (GAMA) Central African Republic Meme (CAR) Kosmos Energy Ltd. (KOS) Decimal (DEL) Evotec SE (EVO) SQZ Biotechnologies Co (SQZ) Patria Investments Ltd. (PAX)
Top Social Posts
Top posts by engagements in the last [--] hours
"Auto partner $APR sigue creciendo y batiendo expectativas.Hoy ha presentado las ventas de mayo un [---] % por encima . En lo que va de ao ha crecido un [---] %"
X Link 2023-06-06T18:29Z [---] followers, [----] engagements
"We have just uploaded the April update of the monitored companies. We cover Delko results Datagroup and other news from the rest of the companies. Link to in my profile $DEL $D6H $VRLA $ESAU $ALWEC"
X Link 2024-04-07T12:25Z [---] followers, [---] engagements
"Want to find your next winner in just [--] minutes Ive screened 100s of stocks and picked [--] top ideas with strong ROIC & low multiples. Highlights: $SUP (Supreme PLC) $GAMA (Gamma Communications) $CAR (Inter Cars). https://littlesubbeats.substack.com/p/the-monthly-screener-405 https://littlesubbeats.substack.com/p/the-monthly-screener-405"
X Link 2026-01-09T12:50Z [---] followers, [---] engagements
"Sometimes the best investment is already in your portfolio. 💼 📊 New analysis: Auto Partner $APR A classic Peter Lynchstyle play: a boring business compounding at a 22.6% CAGR since [----] with stable sales and clear catalysts heading into [----]. Its currently a top [--] position in my personal portfolio 🏛👇 https://twitter.com/i/web/status/2013587880275316843 https://twitter.com/i/web/status/2013587880275316843"
X Link 2026-01-20T12:22Z [---] followers, [----] engagements
"Auto partner January sales Up [-----] % . Great start of the year Long $APR Long Poland"
X Link 2024-02-08T16:55Z [---] followers, [---] engagements
"New investment thesis in PDF format. WE.connect $ALWEC French small cap managed by its founders dedicated to the wholesale of computer peripherals and other electronic components. With ROICs of over 20% it trades at 4.6x EV/EBITDA and 5x P/E. https://10baggernewsletter.substack.com/p/weconnect-deep-dive-pdf https://10baggernewsletter.substack.com/p/weconnect-deep-dive-pdf"
X Link 2024-03-02T12:32Z [---] followers, [----] engagements
"$APR Auto partner February sales up 3296% Great performance"
X Link 2024-03-06T18:17Z [---] followers, [---] engagements
"A few days ago WE. CONNECT $ALWEC announced the repurchase of shares worth [--] million euros 4% of the current Market cap.Buybacks that will add a lot of value at current prices. The full thesis can be found in the message posted on my profile"
X Link 2024-04-02T20:18Z [---] followers, [----] engagements
"@capitalemployed $ALWEC"
X Link 2024-04-16T16:06Z [---] followers, [----] engagements
"$ALWEC WE.connect preliminary results. Revenues [-----] M (+11.2 %) EBITDA [----] M (+20.8 %) Net profit [---] M (+21.2 %) One of the key points of the thesis I wrote on the company was strong cash generation thanks to the normalization of working capital and it seems that is being fulfilled. Although the company has not yet presented its cash flow its financial position has gone from a net debt of [----] million in [----] to a net cash position of [---] million. All this with a market capitalization of 52.2M and the announcement of buybacks worth 2M. Thesis in my pinned tweet"
X Link 2024-04-18T14:00Z [---] followers, [----] engagements
"2 days ago WE. CONNECT $ALWEC has announced its annual results highlighting revenue growth of 11.2% and a slight increase in margins. The company achieved excellent cash generation with FCF of [----] M enabling it to move from net debt of [----] M in [----] to net cash of [---] M. MARKET CAP : [--] M Net income : [---] M FCF : [---] M Net Cash : [---] M A detailed analysis of the results and future prospects will be published tomorrow. https://twitter.com/i/web/status/1785976869487038489 https://twitter.com/i/web/status/1785976869487038489"
X Link 2024-05-02T10:17Z [---] followers, 12.3K engagements
"Today was the Auto Partner $APR conference call although I will go into more in depth in the monthly newsletter update I will leave some details: Volume growth has been above revenue as suppliers are lowering prices. With a negative price in the mix we can say that growth has been very good. They are working on warehouse automation to improve margins in the medium to long term. They expect high growth in Europe once the new HUD is operational. In the next update of the newsletter we will analyse the results and go into more detail"
X Link 2024-09-18T14:30Z [---] followers, [---] engagements
"FY [----] trading update on B&M value retail $BME Consolidated annual sales growth of 3.7%. Negative L-F-L at B&M UK of 3.1% highlighting the challenging environment for retail in the UK Good performance in France with LF-L sales up 2.6% New openings B&M UK [--] target ✅ B&M France [--] target✅ Heron Foods [--] target ❌ Y25 return on capital is expected to be c.30% New CEO to be announced in the coming weeks Results are above our base casae described in the analysis you can find in the link on my profile"
X Link 2025-04-15T13:13Z [---] followers, [---] engagements
"WE.CONNECT $alwec has just completed the acquisition of Exertis France and Iberia for a symbolic price of [--]. Exertis was a non-strategic loss-making business for the DCC Group. Hopefully under WE.CONNECT the company will quickly become profitable"
X Link 2025-09-03T10:31Z [---] followers, [---] engagements
"Its the 2nd Friday of the month which means its time for the monthly screener. Im sharing [--] stocks that passed my initial filters and deserve a deeper look. 1.A defensive beverage company with net cash consistent growth and valuations well below its 10-year averages. 👇"
X Link 2025-11-14T14:41Z [---] followers, [--] engagements
"2. A retailer with high revenue growth strong cash flows and high ROIC backed by aligned family ownership. [--]. A European IT leader with steady profitability and attractive multiples. These are not recommendations just early-stage ideas. Link in my profile"
X Link 2025-11-14T14:41Z [---] followers, [--] engagements
"Looking for your next investment idea 🔎 Want to save hours of screening As every month I did the hard work for you. I compiled a list of [--] potential ideas combining High ROIC and Low Multiples (including $ALFPA $EVO & $4MS). 📑 https://littlesubbeats.substack.com/ https://littlesubbeats.substack.com/"
X Link 2025-12-13T15:56Z [---] followers, [---] engagements
"Just published the new analysis A European leader in PPE where revenue is literally protected by law. The numbers are hard to ignore: ✅ 8.2% CAGR since [----] ✅ It's trading at a discount due to a temporary post-COVID hangover. ✅ Family controlled (57% Skin in the game) https://littlesubbeats.substack.com/p/investment-thesis-delta-plus-group https://littlesubbeats.substack.com/p/investment-thesis-delta-plus-group"
X Link 2025-12-19T16:36Z [---] followers, [---] engagements
"I know Auto Partner very wellits been in my portfolio for years. I recently increased my position and its now one of my Top [--] holdings. Downside appears limited at current prices while the upside over the next [--] years is very meaningful. 📈"
X Link 2026-01-20T12:22Z [---] followers, [--] engagements
"Just published the analysis of one of my recent acquisitions Macfarlane Group PLC $MACF. Link in bio"
X Link 2025-02-17T14:25Z [---] followers, [---] engagements
"The legendary investor Peter Lynch generated an extraordinary 29.2% annualized return during his [--] years leading the Fidelity Magellan Fund. Beyond the numbers he shared timeless investing lessons in books like One Up on Wall Street and Beating the Street. In this article we break down his investing core principles Full analysis here 👇"
X Link 2026-01-30T17:02Z [---] followers, [---] engagements
"⚠ Reminder: our 20% discount ends tomorrow (Jan 31). Join Premium and get real-time access to my portfolio and trades ongoing coverage of our companies a monthly screener with [--] high-quality ideas and a monthly deep-dive . https://littlesubbeats.substack.com/p/the-peter-lynch-playbook https://littlesubbeats.substack.com/p/the-peter-lynch-playbook"
X Link 2026-01-30T17:02Z [---] followers, [--] engagements
"This is my first premium analysis and it includes: Deep dive into the business model & catalysts. Current state of the industry PDF with financial statements and the valuation model"
X Link 2026-01-20T12:22Z [---] followers, [---] engagements
"To celebrate the launch Im offering a 20% lifetime discount for the rest of January. You can access the full $APR analysis and download the Excel model here: 👈 https://littlesubbeats.substack.com/p/auto-partner-investment-thesis https://littlesubbeats.substack.com/p/auto-partner-investment-thesis"
X Link 2026-01-20T12:24Z [---] followers, [---] engagements
"New monthly update Auto Partner $APR growth accelerates Breakdown of the trading updates from McBride $MCB and B&M $BME. Portfolio movements Link 👇"
X Link 2026-02-02T11:45Z [---] followers, [---] engagements
"New analysis available link in bio. Aplisens SA $APN"
X Link 2024-09-16T11:10Z [---] followers, [----] engagements
"Just released a new analysis link in BIO B&M European Value Retail S.A. $BME.L A variety discount retailer Company Growth: 26.6% CAGR over [--] years. High returns on invested capital: ROIC exceeding 20% 30%+ ex-goodwill. Recent Correction: Stock down nearly 50% in the last [--] months post [--] profit warnings (only 6.3% earnings decline expected). Shareholder Returns: 60%+ of current market cap returned via dividends (FY21-24). Cheap valuation: Trading at [--] earnings. https://twitter.com/i/web/status/1897346731982872628 https://twitter.com/i/web/status/1897346731982872628"
X Link 2025-03-05T18:01Z [---] followers, [---] engagements
"Just published the Portfolio update and returns for H1 [----]. The article includes the composition of the portfolio the movements and their reasons and reflections on my first B&M European Value retail $BME position. Link in the profile"
X Link 2025-07-09T16:34Z [---] followers, [----] engagements
"The CEO of B&M European Value Retail $BME has purchased shares worth [---------] this month. As Peter Lynch said: Insiders might sell their shares for any number of reasons but they buy them for only one: they think the price will rise"
X Link 2025-09-29T09:38Z [---] followers, [---] engagements
"2025 Annual Letter: Performance Analysis and [----] Outlook A technical review of the portfolio's performance winners losers and mistakes We also talk about: The current opportunity in B&M European Value Retail $BME My top pick for [----] is Auto Partner $APR and its catalysts. Full analysis in the link below. https://twitter.com/i/web/status/2007074364370387243 https://twitter.com/i/web/status/2007074364370387243"
X Link 2026-01-02T12:59Z [---] followers, [---] engagements
"Auto Partner's $APR growth rate is accelerating again with strong figures for December at +17.9%"
X Link 2026-01-07T09:55Z [---] followers, [---] engagements
"The monthly screener is out. I filtered hundreds of stocks to find [--] high-ROIC businesses trading at low valuations. This month: Hilton Food Group plc $HFG JD Sports Fashion PLC $JD + One cash machine at single-digit multiples Full list inside 👇"
X Link 2026-02-13T15:33Z [---] followers, [---] engagements
"Share buybacks continue at McBride $MCB and Macfarlane $MACF though in small amounts. They should pick up the pace. http://s.shopee.com.my/1LYsdOomB6 http://s.lazada.com.my/s.GutmL http://s.shopee.com.my/1LYsdOomB6 http://s.lazada.com.my/s.GutmL"
X Link 2025-12-22T19:01Z [---] followers, [---] engagements
"Christmas rebalancing today. Full Exit: $ZEG (Zegona). Officially hit "bagger" status in under a year. The bulk of the money has already been made. New Position: $ALDLT (Delta Plus Group). Rebalancing: Adding to $SQZ $KOS $W7L $APR and $BME. Trimming $ESAU $PAX and $ALWEC. Ill be discussing the reasons in the Monthly Update publishing the first Monday of [----]. https://twitter.com/i/web/status/2004581681399759013 https://twitter.com/i/web/status/2004581681399759013"
X Link 2025-12-26T15:54Z [---] followers, [---] engagements
"Seems like the timing of the analysis couldn't have been better. $APR https://www.linkedin.com/posts/auto-partner-sa_autopartner-logistyka-centrumlogistyczne-activity-7399728064953462784-FhW0utm_source=share&utm_medium=member_android&rcm=ACoAADpozm4BG2cJ7ZacTXYDAVH1gUdiPTPSGpU https://www.linkedin.com/posts/auto-partner-sa_autopartner-logistyka-centrumlogistyczne-activity-7399728064953462784-FhW0utm_source=share&utm_medium=member_android&rcm=ACoAADpozm4BG2cJ7ZacTXYDAVH1gUdiPTPSGpU"
X Link 2026-01-20T19:59Z [---] followers, [---] engagements
"Warpaint London $W7L +12% today 🚀 Acquires Barry M for 1.4m (15m revenue): 0.1x sales. IP stock & order book acquired no liabilities. FY25: 105m revenue 22m adj. EBITDA 18m net cash. Management expects a return to organic growth in FY26. investment thesis below"
X Link 2026-02-09T14:53Z [---] followers, [---] engagements
"Sometimes the best investment is already in your portfolio. 💼 📊 New analysis: Auto Partner $APR A classic Peter Lynchstyle play: a boring business compounding at a 22.6% CAGR since [----] with stable sales and clear catalysts heading into [----]. Its currently a top [--] position in my personal portfolio 🏛👇 https://twitter.com/i/web/status/2013587880275316843 https://twitter.com/i/web/status/2013587880275316843"
X Link 2026-01-20T12:22Z [---] followers, [----] engagements
"The monthly screener is out. I filtered hundreds of stocks to find [--] high-ROIC businesses trading at low valuations. This month: Hilton Food Group plc $HFG JD Sports Fashion PLC $JD + One cash machine at single-digit multiples Full list inside 👇"
X Link 2026-02-13T15:33Z [---] followers, [---] engagements
"https://littlesubbeats.substack.com/p/the-monthly-screener-ebe https://littlesubbeats.substack.com/p/the-monthly-screener-ebe"
X Link 2026-02-13T15:33Z [---] followers, [--] engagements
"The market seems bullish on Delta Plus $ALDLT ahead of tomorrows [----] Q4 & full-year turnover release. Today the stock jumps 7.41% likely boosted by Portzamparc raising its price target to [--]. To read the free analysis go to the following comment"
X Link 2026-02-11T17:51Z [---] followers, [---] engagements
"https://littlesubbeats.substack.com/p/investment-thesis-delta-plus-group https://littlesubbeats.substack.com/p/investment-thesis-delta-plus-group"
X Link 2026-02-11T17:51Z [---] followers, [--] engagements
"Just finished up the Monthly Screener coming out this Friday. Its interesting to see how opportunities shift over time. A year or two ago most of the attractive names I was finding were in Poland. Now its the UK low valuations solid cash flows and plenty of pessimism already priced in"
X Link 2026-02-11T17:24Z [---] followers, [---] engagements
"Warpaint London $W7L +12% today 🚀 Acquires Barry M for 1.4m (15m revenue): 0.1x sales. IP stock & order book acquired no liabilities. FY25: 105m revenue 22m adj. EBITDA 18m net cash. Management expects a return to organic growth in FY26. investment thesis below"
X Link 2026-02-09T14:53Z [---] followers, [---] engagements
"https://littlesubbeats.substack.com/p/warpaint-london-high-growth-at-low https://littlesubbeats.substack.com/p/warpaint-london-high-growth-at-low"
X Link 2026-02-09T14:53Z [---] followers, [--] engagements
"New monthly update Auto Partner $APR growth accelerates Breakdown of the trading updates from McBride $MCB and B&M $BME. Portfolio movements Link 👇"
X Link 2026-02-02T11:45Z [---] followers, [---] engagements
"https://littlesubbeats.substack.com/p/monthly-news-january https://littlesubbeats.substack.com/p/monthly-news-january"
X Link 2026-02-02T11:45Z [---] followers, [---] engagements
"The legendary investor Peter Lynch generated an extraordinary 29.2% annualized return during his [--] years leading the Fidelity Magellan Fund. Beyond the numbers he shared timeless investing lessons in books like One Up on Wall Street and Beating the Street. In this article we break down his investing core principles Full analysis here 👇"
X Link 2026-01-30T17:02Z [---] followers, [---] engagements
"⚠ Reminder: our 20% discount ends tomorrow (Jan 31). Join Premium and get real-time access to my portfolio and trades ongoing coverage of our companies a monthly screener with [--] high-quality ideas and a monthly deep-dive . https://littlesubbeats.substack.com/p/the-peter-lynch-playbook https://littlesubbeats.substack.com/p/the-peter-lynch-playbook"
X Link 2026-01-30T17:02Z [---] followers, [--] engagements
"Seems like the timing of the analysis couldn't have been better. $APR https://www.linkedin.com/posts/auto-partner-sa_autopartner-logistyka-centrumlogistyczne-activity-7399728064953462784-FhW0utm_source=share&utm_medium=member_android&rcm=ACoAADpozm4BG2cJ7ZacTXYDAVH1gUdiPTPSGpU https://www.linkedin.com/posts/auto-partner-sa_autopartner-logistyka-centrumlogistyczne-activity-7399728064953462784-FhW0utm_source=share&utm_medium=member_android&rcm=ACoAADpozm4BG2cJ7ZacTXYDAVH1gUdiPTPSGpU"
X Link 2026-01-20T19:59Z [---] followers, [---] engagements
"This is my first premium analysis and it includes: Deep dive into the business model & catalysts. Current state of the industry PDF with financial statements and the valuation model"
X Link 2026-01-20T12:22Z [---] followers, [---] engagements
"To celebrate the launch Im offering a 20% lifetime discount for the rest of January. You can access the full $APR analysis and download the Excel model here: 👈 https://littlesubbeats.substack.com/p/auto-partner-investment-thesis https://littlesubbeats.substack.com/p/auto-partner-investment-thesis"
X Link 2026-01-20T12:24Z [---] followers, [---] engagements
"$KOS is taking another significant step to enhance its company profile risk management. The company plans to issue a [----] bond a $350 million first-lien GTA. The proceeds will be used to tender $250 million of the [----] bonds at [--] with the remaining $100 million used to repay the RBL loan specifically the [----] maturity. I expect Kosmos to successfully raise this debt. They are well prepared having conducted a sounding in December with strong investor interest including from us. Bonds are reacting positively rising by 2/3% and the stock should follow. This refinancing largely covers Kosmos's"
X Link 2026-01-12T12:43Z 22K followers, 18.3K engagements
"Want to find your next winner in just [--] minutes Ive screened 100s of stocks and picked [--] top ideas with strong ROIC & low multiples. Highlights: $SUP (Supreme PLC) $GAMA (Gamma Communications) $CAR (Inter Cars). https://littlesubbeats.substack.com/p/the-monthly-screener-405 https://littlesubbeats.substack.com/p/the-monthly-screener-405"
X Link 2026-01-09T12:50Z [---] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing