# ![@dipinvest Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1280506078065762309.png) @dipinvest smallvalue.

smallvalue. posts on X about strong, in the, bio, skin the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1280506078065762309/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280506078065762309/c:line/m:interactions.svg)

- [--] Week [-----] -22%
- [--] Month [------] +108%
- [--] Months [-------] +3.10%
- [--] Year [-------] +262%

### Mentions: [--] [#](/creator/twitter::1280506078065762309/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280506078065762309/c:line/m:posts_active.svg)

- [--] Week [--] -20%
- [--] Month [--] -4.30%
- [--] Months [---] +61%
- [--] Year [---] +101%

### Followers: [-----] [#](/creator/twitter::1280506078065762309/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280506078065762309/c:line/m:followers.svg)

- [--] Week [-----] +0.19%
- [--] Month [-----] +1.70%
- [--] Months [-----] +58%
- [--] Year [-----] +144%

### CreatorRank: [---------] [#](/creator/twitter::1280506078065762309/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1280506078065762309/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39.25% [countries](/list/countries)  14.02% [stocks](/list/stocks)  9.35% [cryptocurrencies](/list/cryptocurrencies)  3.74% [technology brands](/list/technology-brands)  3.74% [travel destinations](/list/travel-destinations)  0.93% [gaming](/list/gaming)  0.93% [automotive brands](/list/automotive-brands)  0.93% [currencies](/list/currencies)  0.93%

**Social topic influence**
[strong](/topic/strong) 29.91%, [in the](/topic/in-the) 17.76%, [bio](/topic/bio) 15.89%, [skin](/topic/skin) 11.21%, [rev](/topic/rev) #651, [debt](/topic/debt) 9.35%, [$sl](/topic/$sl) 6.54%, [core](/topic/core) 5.61%, [q1](/topic/q1) 5.61%, [company](/topic/company) 5.61%

**Top accounts mentioned or mentioned by**
[@holyfinance](/creator/undefined) [@mbronchalo](/creator/undefined) [@olensrud](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@newvilaresearch](/creator/undefined) [@magisinti](/creator/undefined) [@carlosmoram](/creator/undefined) [@jordi10noguera](/creator/undefined) [@juanst](/creator/undefined) [@udekta](/creator/undefined) [@saeschinv](/creator/undefined) [@mavixleon](/creator/undefined) [@sutjeinvestor](/creator/undefined) [@augustusville](/creator/undefined) [@foxcastlehold](/creator/undefined) [@valuesituations](/creator/undefined) [@investspecial](/creator/undefined) [@iggyoninvesting](/creator/undefined) [@tintincapital](/creator/undefined) [@altaycapital](/creator/undefined)

**Top assets mentioned**
[Calliditas Therapeutics AB (CALT)](/topic/$calt) [SafeMoon (SFM)](/topic/$sfm) [Sprouts Farmers Market, Inc. (SFM)](/topic/sfm-sprouts-farmers-market) [Novo-Nordisk (NVO)](/topic/$nvo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [HEICO CORP CL A (HEI.A)](/topic/$heia)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$SFM - Sprouts Farmers Market opens first store in New York State with location in Centereach on Long Island"  
[X Link](https://x.com/dipinvest/status/2017210167390085494)  2026-01-30T12:15Z [----] followers, [----] engagements


"Once someone I admire told me: when theres a pair always stick with the good one not the one trading cheaper. Since then Ive always looked at it that way. $SL vs $TISG or $VID vs $VRLA. In the long run it could make all the difference"  
[X Link](https://x.com/dipinvest/status/1968227124172689618)  2025-09-17T08:14Z [----] followers, [----] engagements


"$ILP $ILP.MI Ilpra expands its global presence with a new branch in Australia set to be operational in early [----] a bold step in its international growth"  
[X Link](https://x.com/dipinvest/status/1986083020575535306)  2025-11-05T14:47Z [----] followers, [---] engagements


"FT points to an impending IPO boom: Blackstone has one of the biggest IPO pipelines on record and SpaceX could IPO as soon as June with FT now talking up a $1.5tn valuation vs $800bn last week"  
[X Link](https://x.com/dipinvest/status/2016882447074439343)  2026-01-29T14:33Z [----] followers, [---] engagements


"$ORS Orsero FY26 Guidance: Net Sales 1.701.74bn. Adj EBITDA 7883m. Adj. Net Profit 2529m. NFP 102107m. Capex 1416m. Core Distribution stable with resilient margins. Shipping softer vs [--]. Cash generation and balance sheet support capex M&A and shareholder returns"  
[X Link](https://x.com/dipinvest/status/2018405139539714516)  2026-02-02T19:24Z [----] followers, [----] engagements


"$B posts record results: Q4 Rev $6B 45% EBITDA $3.08B 53% (64% margin). FY Rev $16.96B 31% EBITDA $8.16B 57% (58% margin). Q4 Gold 871K oz 5% Copper 62K t 13%. EPS $2.93 140%; Dividend $0.42 $1.5B buybacks. [----] guidance: Gold 2.93.25M oz Copper 190220K t"  
[X Link](https://x.com/dipinvest/status/2019388357432733767)  2026-02-05T12:31Z [----] followers, [----] engagements


"$LIK FY25: rev +42% pt days +9% EBITDA +81.6% margin 24% (py 19%) guidance. strong demand across all clinics standout perf in Zurich DD growth at established sites [--] new clinics ramping Abtsee profitable since Jan'26 capacity doubled supporting further growth in 26"  
[X Link](https://x.com/dipinvest/status/2021302986861953210)  2026-02-10T19:19Z [----] followers, [----] engagements


"Cementir Holding surged more than 10% on the stock market lifting Caltagirone SpA shares by over 5%. $CALT holds a 47% stake in Cementir bringing the Caltagirone familys total direct and indirect interest to 72.26%. $CALT continue to trade at low multiples. $CEM.MI $CALT.MI $CALT Caltagirone: Italian family-led holding. Core: Cementir = global white cement leader listed & trading at disc. Diversified: real estate media & small fin stakes. Strong mgmt clear succ net cash high FCF family skin in the game. PE 6.3x div yield 4%. Link in bio🔗 https://t.co/shMNt0WVcI $CALT Caltagirone: Italian"  
[X Link](https://x.com/dipinvest/status/1976287324842737928)  2025-10-09T14:03Z [----] followers, [----] engagements


"Palm Harbour Capital Q3 [----] Letter on Caltagirone $CALT"  
[X Link](https://x.com/dipinvest/status/1989002289525497986)  2025-11-13T16:07Z [----] followers, [----] engagements


"$CALT $CALT.MI After yesterdays drop prices have returned to their prior levels. 🚨 Caltagirone Milleri and Lovaglio are under investigation over Montepaschis acquisition of Mediobanca: alleged market manipulation and obstruction of Consob and ECB. Prosecutors and the Guardia di Finanza probe the 13.5B deal that reshaped Italys credit landscape. 🚨 Caltagirone Milleri and Lovaglio are under investigation over Montepaschis acquisition of Mediobanca: alleged market manipulation and obstruction of Consob and ECB. Prosecutors and the Guardia di Finanza probe the 13.5B deal that reshaped Italys"  
[X Link](https://x.com/dipinvest/status/1994343402788257896)  2025-11-28T09:51Z [----] followers, [----] engagements


"More bad news for Novo: Hims & Hers $HIMS is launching a compounded semaglutide pill with the same active ingredient as $NVO Wegovy at $49 intro pricing and $99/month on subscription vs. $199/month for Wegovy"  
[X Link](https://x.com/dipinvest/status/2019451570685886649)  2026-02-05T16:42Z [----] followers, [---] engagements


"$OLVAS FY25: Sales 665.3M (+1.3%; Finland +1.6% Belarus +8.5% Baltic -3.2%) EBIT 81.8M (+0.5%) gross margin 41.7% (+220bps) supported by better cost mgmt product mix & ops efficiencies. Net cash 13.7M. Non-alc 43.6% of sales. [--] new mkts (+26M cons). FY26 EBIT 8492M"  
[X Link](https://x.com/dipinvest/status/2021922621823262907)  2026-02-12T12:21Z [----] followers, [----] engagements


"$HEIA Heineken FY25: Resilient in tough markets 🍻 Rev +1.6% OP +4.4% (15.2% margin) Vol -1.2% EPS [----] FCF 2.6B ROIC 22.7% (+57bps incl. GW & intangibles +21bps to 9.4%) Div [----] Buyback 1.5B done 0.75B next FY26 OP growth 26%"  
[X Link](https://x.com/dipinvest/status/2021542292537188730)  2026-02-11T11:10Z [----] followers, [----] engagements


"WalMart ( $WMT ) casi tiene listo un plan de subscripcin llamado Walmart+ con esto lograr tener ms ingresos. Adems podra reducir el precio de sus productos por lo que la hara mucho ms competitiva. $WMT vs $AMZN"  
[X Link](https://x.com/anyuser/status/1297893323533946886)  2020-08-24T13:47Z [----] followers, [--] engagements


"In [----] Swedens economy was over 50% larger than Polands. But with a staggering 433% GDP growth since then Poland's economy is now 43% larger than Swedens. Even in Poland we can find magnificent companies trading at pretty low multiples"  
[X Link](https://x.com/anyuser/status/1904507158995034192)  2025-03-25T12:14Z [----] followers, 109K engagements


"$CALT Caltagirone: Italian family-led holding. Core: Cementir = global white cement leader listed & trading at disc. Diversified: real estate media & small fin stakes. Strong mgmt clear succ net cash high FCF family skin in the game. PE 6.3x div yield 4%. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1962423381707362398)  2025-09-01T07:52Z [----] followers, 27.4K engagements


"Olvi acquires Bosnias largest brewery Banjalucka Pivara. With strong local brands (incl. Nektar lager) and [----] revenue of 28M Olvi aims to expand from the Balkans to the Mediterranean boosting growth exports & tourism markets. Deal expected to close by Q1 [----]. $OLVAS"  
[X Link](https://x.com/anyuser/status/1965336485466648937)  2025-09-09T08:48Z [----] followers, [----] engagements


"Any under-the-radar names in Europe Canada or Japan worth a look I'm hunting for overlooked companies in boring sectors with strong fundamentals solid cash flow and trading below 500M market cap"  
[X Link](https://x.com/anyuser/status/1975486849448583397)  2025-10-07T09:02Z [----] followers, 11K engagements


"$SFM Q3: Rev +13% to $2.2B comp sales +5.9% EPS $1.22 (+34%). [--] new stores (464). Gross margin 38.7% (vs 38.1%) EBIT margin 7.2% (vs 6.3%). $50M buybacks $322M cash no debt. New $1B repurchase auth. FY25 guide: Rev +14% comp +7% EPS $5.24$5.28 [--] stores CapEx $230250M"  
[X Link](https://x.com/anyuser/status/1983636744588374459)  2025-10-29T20:47Z [----] followers, [----] engagements


"$HP3A Ringmetall: niche industrial packaging specialist. Scaled globally via 20+ strategic M&A. Largest shareholder-led efficient operations enduring moats. Strong FCF (10% yield) trades at 8x earnings. Resilient cash generative still flying under the radar. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1988183266332139882)  2025-11-11T09:53Z [----] followers, 14.6K engagements


"$1397.HK Baguio Green: founder-led HK environmental services. Boring sector boring biz solid fundamentals. LT govt & private contracts rev visibility + backlog. Net cash aligned ownership good FCF (54% yield). Trades 2.9x EV/EBITDA 6x P/E 60m mkt cap. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/2016443136818528436)  2026-01-28T09:28Z [----] followers, 14.4K engagements


"$CEM Cementir FY25: Cement +3.1% Aggregates +3.4% Ready-mix -4.8% Rev 1644m (-0.3% nG; +5.6% cFX) Profit before tax 325m (+10.1% nG) EBITDA 460m (+15.3%) 28% mgn Rec. EBITDA 408m (+1.1%) Net cash 465m FY26 gdn: 1.7bn rev 400420m EBITDA 590m net cash"  
[X Link](https://x.com/dipinvest/status/2022232070333079940)  2026-02-13T08:51Z [----] followers, [---] engagements


"$SL.MI $SL FY25 call: Early '26 order intake ahead of Jan 24/25 showing market resilience. Mgmt expects vol growth across Yacht Superyacht Bluegame & Swan supported by new 30m models mix & margins. CapEx 50m; WC normalizing H2. Pricing upside if Q1 momentum continues. $SL Sanlorenzo FY25: Rev 960M (+3.2%) Yacht 491M & Swan 102M (166.6% YoY). EBITDA 181M (+2.4%); profit 107.4M (+4.2%). Order intake 943M (+16%) backlog 1.96B (88% sold) net backlog 1B. Net cash 20M. Growth: Americas +35.5% APAC +5.1% Europe +1.3% MEA -28%. https://t.co/7qUo5Fu3yl $SL Sanlorenzo FY25: Rev 960M (+3.2%) Yacht 491M"  
[X Link](https://x.com/dipinvest/status/2022981780773757397)  2026-02-15T10:30Z [----] followers, [----] engagements


"These two charts show many similarities. Silver"  
[X Link](https://x.com/dipinvest/status/2019047363223167208)  2026-02-04T13:56Z [----] followers, [----] engagements


"Creis que en los colegios se tendra que poner de manera obligatoria la educacin econmico-financiera 🧠"  
[X Link](https://x.com/anyuser/status/1306622269184184321)  2020-09-17T15:53Z [----] followers, [---] engagements


"IPOs esperadas: Roblox crean un universo digital y dejan a la gente que produzcan juegos la empresa nicamente ofrece la plataforma 🕹 Airbnb plataforma digital que ofrece alojamientos🏘 Doordash empresa de delivery🛵 Stripe empresa tech de pagos online💵"  
[X Link](https://x.com/anyuser/status/1333062133341425665)  2020-11-29T14:55Z [----] followers, [--] engagements


"Airbnb (IPO) grandes noticias. Sale a bolsa el da [--] de diciembre con el ticker "ABNB" con una oferta de 52M de acciones en un precio de entre 44-50$. Est buscar tener una capitalizacin de 35B $ con su salida a bolsa"  
[X Link](https://x.com/anyuser/status/1334042835222401026)  2020-12-02T07:52Z [----] followers, [--] engagements


"Las dos portadas de este [----] en Espaa"  
[X Link](https://x.com/anyuser/status/1342447033798504451)  2020-12-25T12:28Z [----] followers, [---] engagements


"Todos llevis Criptomonedas en cartera Pocos quedamos sin ellas 😅"  
[X Link](https://x.com/anyuser/status/1345746085638250496)  2021-01-03T14:57Z [----] followers, [--] engagements


"Me sorprende la tecnologa que tiene la empresa EHang drones totalmente elctricos para transportar personas y mercancas de manera automtica. Asia va por delante del resto"  
[X Link](https://x.com/anyuser/status/1346896818056081411)  2021-01-06T19:10Z [----] followers, [--] engagements


"Lista de gente que habla de empresas interesantes y no las tpicas de USA: @HolyFinance / @NewVilaResearch @MBronchalo @magisinti @Carlos_MoraM @Jordi10Noguera @juanst / @udekta Seguro que me dejo alguno"  
[X Link](https://x.com/anyuser/status/1349688788423995392)  2021-01-14T12:04Z [----] followers, [--] engagements


"sectores con mayor potencial de cara a los prximos [--] aos"  
[X Link](https://x.com/anyuser/status/1362759516845199362)  2021-02-19T13:42Z [----] followers, [--] engagements


"Recomiendo ver este documental es algo que debe preocupar a todo el mundo. Muchos productos con la marca de sostenibilidad no valen de nada son todo intereses econmicos. #Seaspiracy #Documentary"  
[X Link](https://x.com/anyuser/status/1380859292585226246)  2021-04-10T12:24Z [----] followers, [--] engagements


"Una cualidad importante de un buen inversor creo que es la paciencia"  
[X Link](https://x.com/anyuser/status/1387001626079137797)  2021-04-27T11:12Z [----] followers, [--] engagements


"In 4-6 years we will have shortage of #Uranium in the world. This resource is elemental in the climate change as is the principal material for running nuclear power station"  
[X Link](https://x.com/anyuser/status/1411387888504295424)  2021-07-03T18:14Z [----] followers, [--] engagements


"Entrar a trabajar: 08:00 horas Salida: 17:00 horas Entre medias: [--] min desayuno y [--] hora comer. No ser mejor aprovechar esa hora y media y salir a las 3"  
[X Link](https://x.com/anyuser/status/1473237803022569472)  2021-12-21T10:23Z [----] followers, [--] engagements


"Pequeo resumen de Vidrala. Espero que les guste si es as se agradece un RT🤙 https://runinversor.substack.com/p/vidrala https://runinversor.substack.com/p/vidrala"  
[X Link](https://x.com/anyuser/status/1480096835138207746)  2022-01-09T08:39Z [----] followers, [--] engagements


"Caso: Persona que cobra [-----] al mes se mete en un coche nuevo (tena uno de segunda mano perfecto) se compr una parcela en la cual no hizo nada y por la zona no consigue venderla (perder dinero) gasta [---] en gasolina al mes y ahora no tiene ni para tomar una cerveza"  
[X Link](https://x.com/anyuser/status/1536047305870266372)  2022-06-12T18:06Z [----] followers, [--] engagements


"Contrato firmado. Empezar a trabajar de analista para un fondo. Estoy feliz por poder tener esta oportunidad (y algo nervioso). Toca darlo todo en esta nueva etapa 🤙🏾"  
[X Link](https://x.com/anyuser/status/1682637958090743810)  2023-07-22T06:25Z [----] followers, 36K engagements


"Sharing my go-to list of a few best accounts to follow for investment idea generation. @SaeschInv @mavix_leon @Sutjeinvestor @augustusville @FoxCastlehold @ValueSituations @InvestSpecial @IggyOnInvesting @olensrud I'm sure I forgot more people"  
[X Link](https://x.com/anyuser/status/1773327727942152266)  2024-03-28T12:34Z [----] followers, [----] engagements


"Shared some info about Altri - $ALSS $ALTR - Portuguese small-cap 980m market cap. - Skin in the game. - Robust balance sheet. - Trading at low P/E and EV/EBITDA potentially undervalued. - Illiquidity may present opportunities for long-term investors. Link in Bio🔗"  
[X Link](https://x.com/anyuser/status/1774036515925942685)  2024-03-30T11:30Z [----] followers, [----] engagements


"European #stocks are trading at the biggest discount in history compared to US stocks measuring the 12-month Forward P/E. In the current outlook money is flowing into mega caps while profitable small caps are forgotten which leaves opportunities particularly in Europe"  
[X Link](https://x.com/anyuser/status/1775086927676330042)  2024-04-02T09:04Z [----] followers, 28.3K engagements


"Shared some info about Ibersol $IBS: Portuguese small-cap 294M market cap. Huge stake held by the duo signals strong alignment. Solid financials and low multiples suggest undervaluation. Despite potential illiquidity long-term prospects shine. More via link in bio 🔗"  
[X Link](https://x.com/anyuser/status/1789205378544042397)  2024-05-11T08:06Z [----] followers, [----] engagements


"Orsero $ORS $ORS.MI is an Italian small-cap company with a 225M MC. Strong ownership from Raffaella Orsero and exhibits healthy financials with low valuation multiples suggesting potential undervaluation. Despite potential illiquidity long-term prospects shine. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1833810618475774082)  2024-09-11T10:11Z [----] followers, [----] engagements


"What companies with market caps below $300M solid margins strong ROIC net cash management skin in the game and a straightforward business model do you currently hold or have on your radar 🤔 Lets discuss hidden gems in the market"  
[X Link](https://x.com/anyuser/status/1834594285905191415)  2024-09-13T14:05Z [----] followers, 12.6K engagements


"Smallvalue's Q3'24 letter is here I'm pleased to report a positive quarter for the portfolio with an increase of nearly 9%. We incorporated two new companies expanded an existing position and made a sale that no longer aligns with our investment philosophy. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1844290319090843720)  2024-10-10T08:14Z [----] followers, [----] engagements


"Alluvia Capital on Polands market: Spent [----] exploring Poland. The Warsaw Exchange is a hidden gemscores of profitable growing small firms with strong balance sheets & high insider ownership. One of Europes most dynamic markets yet US investors remain unaware"  
[X Link](https://x.com/anyuser/status/1862200569726718257)  2024-11-28T18:23Z [----] followers, [----] engagements


"Olvi Oyj $OLVAS is a Finnish small-cap with a 505M MC. Strong ownership (16%) by the Olvi Foundation and solid financials with low multiples suggesting undervaluation. Despite illiquidity and Belarus uncertainty long-term prospects remain promising. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1864640720327373275)  2024-12-05T11:59Z [----] followers, [----] engagements


"As we near the end of [----] Id like to highlight some top accounts that shared valuable insights and ideas: @Tintincapital @AltayCapital @ValleyFallsRI @olensrud @Toni11443724 @MBronchalo @ErnestWongBWM @Sempiterno_Inv @DuckPond_VR @HolyFinance @puppyeh1 @dantelriv"  
[X Link](https://x.com/anyuser/status/1873014669688066472)  2024-12-28T14:34Z [----] followers, [----] engagements


"$TOA - Toya is a clear example of a high-quality company in Poland. Lower product prices vs competitors strong skin in the game a top-tier management team with low salaries solid growth potential low risk strong financials and lower multiples. Shows great promise"  
[X Link](https://x.com/anyuser/status/1873784581733966240)  2024-12-30T17:33Z [----] followers, [----] engagements


"Smallvalue Q4'24. Im pleased to report a 29% gain for the portfolio in '24 with a modest 0.70% increase in Q4. During this period I executed [--] divestmentexplained in the letter as an investment misstepand further strengthened positions in [--] existing holdings. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1876203634654085452)  2025-01-06T09:46Z [----] followers, 11.4K engagements


"Which European small-cap with a high insider position and low valuation do you find most compelling right now I like Orsero and Olvi for the coming years"  
[X Link](https://x.com/anyuser/status/1884540451769729359)  2025-01-29T09:53Z [----] followers, 37.9K engagements


"$TOA Toya a Polish small-cap has 9.46% CAGR sales & 10.4% CAGR net profit since [--] with consistently high ROIC. 50% founder stake = skin in the game. Trading at 7x PE low multiples suggest undervaluation. Some liquidity risks but long-term outlook solid. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1890382195073728637)  2025-02-14T12:46Z [----] followers, 16.3K engagements


"$VID Vidrala: Sales 1.59B (+1.9% YoY) EBITDA 454M (+15.3%) op. margin at 28.6%. EPS +28.5% to 8.85; net debt -47.4% to 248.3M debt/EBITDA at 0.6x with strong cash flow. Brazil EBITDA margin at 40.8% solid UK perf.increasing margins (+23.1%). '25 div +15% YoY"  
[X Link](https://x.com/anyuser/status/1895402201054609890)  2025-02-28T09:14Z [----] followers, [----] engagements


"$CBAV FY'24: Sales 262.6M (+17%) EBITDA 76.5M (+14%) Net Profit 41.1M (+12%). Growth: Spain +13% Germany +17% Italy +16% UK -13%. CAPEX 26.5M Optimax acq. for 16.7M. Dividend to 1.60/share. Net Fin. Pos: 30.5M. '27 roadmap: [---] clinics double-digit growth"  
[X Link](https://x.com/anyuser/status/1896502744355365266)  2025-03-03T10:07Z [----] followers, [----] engagements


"$SL FY. Net revs new yachts at 930.4M (+10.7% YoY) with AMER & MEA soaring 58.4% & 55.4% while EU & APAC dip slightly. Superyachts +17.6%. EBITDA +12% (176.4M) EBITDA Margin at 19.0% (18.7% '23). EBIT +10.6% (139.3M). Net cash 112.8M. Backlog 1B 88% covered by clients"  
[X Link](https://x.com/anyuser/status/1899420639628239184)  2025-03-11T11:22Z [----] followers, [----] engagements


"Giverny Capital - Focus on long-term fundamentally strong stocks despite political noise"  
[X Link](https://x.com/anyuser/status/1904152504721371567)  2025-03-24T12:45Z [----] followers, [----] engagements


"1 year since my first post. Never expected 550+ subscribers. Grateful for the feedback & connections with investors smarter than me. I hope to keep sharing for a long time thanks to all of you"  
[X Link](https://x.com/anyuser/status/1906315525245800593)  2025-03-30T12:00Z [----] followers, [----] engagements


"Smallvalue Q1'25. Pleased to report a 4.3% gain in Q1'25 despite market volatility. No divestments; one new position initiated and an existing holding increasedboth high-conviction investments with strong fundamentals and low multiples. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1909557799996031083)  2025-04-08T10:43Z [----] followers, [----] engagements


"$MAMA hit record Q4 revenue of $33.6M (+25.7%) with its best gross margin of the year (27%). FY sales rose 19.4% though net income fell 43%expected after investment and inflation. Strong sales momentum; now it's time to convert it into earnings. Bright future ahead"  
[X Link](https://x.com/anyuser/status/1909969913042591748)  2025-04-09T14:01Z [----] followers, [----] engagements


"$IP - Interpump is a textbook niche holding company. It acquires small businesses within its sector sticks to its expertise pays low multiples and integrates them flawlessly. Hats off to the team"  
[X Link](https://x.com/anyuser/status/1911341817892647361)  2025-04-13T08:52Z [----] followers, [----] engagements


"Nagarro is a terrible stock with no moat and now the results release has been postponed due to accounting issues. $NA9 might also be removed from the TecDAX and SDAX indices. Many funds are stuck in the companybe cautious of investing based on what others say"  
[X Link](https://x.com/anyuser/status/1916505385873133906)  2025-04-27T14:51Z [----] followers, [----] engagements


"$KRI Q1'25: Rev +26.4% YoY EBITDA +6.4% net profit +6.3%. Yogurt sales +25.4% exports +38.8% now 70% of total sales. Ice cream sales +6.9%. KRIs 52.2m "Greek Yogurt Dynamo" plan aims to expand yogurt & ice cream production with 4.5m spent in Q1 and 21m-25m for 2025"  
[X Link](https://x.com/anyuser/status/1922317160421933473)  2025-05-13T15:45Z [----] followers, [----] engagements


"Looking for cheap small/micro-cap stocks in Europelow debt insider ownership simple sectors (no IT AI or tech) and simple business models. Any ideas Some ideas: Ilpra Interpump Toya Orsero or Fila"  
[X Link](https://x.com/anyuser/status/1922366659274084627)  2025-05-13T19:01Z [----] followers, 42.9K engagements


"Leatt Corp $LEAT Q1'25: Revenue +45% to $15.37M net income +237% to $1.12M helmet sales +101%. Gross profit +68% to $6.72M cash at $12.7M. Intl. sales +79% all major product lines grew double digits. Strong start boosts confidence in global growth"  
[X Link](https://x.com/anyuser/status/1922667227762811238)  2025-05-14T14:56Z [----] followers, [----] engagements


"Small cap funds are facing their biggest outflow ever this year while large caps continue to attract record-breaking inflows. The gap between the two just keeps growingbig money is clearly favouring the giant"  
[X Link](https://x.com/anyuser/status/1924419050140053931)  2025-05-19T10:57Z [----] followers, 17K engagements


"Jensen Group $JEN starts [----] strong: Q1 orders 137.5M (+20%) revenue 127.5M (+17%) EBIT 16.6M (+49%) EPS [----] (+34%). Since relaunching its buy-back program in August [----] the Group repurchased [------] shares for 6.5M at an average price of 37.84"  
[X Link](https://x.com/anyuser/status/1924727670958346741)  2025-05-20T07:23Z [----] followers, [----] engagements


"We dont need to chase fashion companies or look only at attractive industries; traditional businesses and simple companies do things well too and they are often off the radar of big funds and investors. Jensen Group $JEN starts [----] strong: Q1 orders 137.5M (+20%) revenue 127.5M (+17%) EBIT 16.6M (+49%) EPS [----] (+34%). Since relaunching its buy-back program in August [----] the Group repurchased [------] shares for 6.5M at an average price of [-----]. https://t.co/fKiwier9uq Jensen Group $JEN starts [----] strong: Q1 orders 137.5M (+20%) revenue 127.5M (+17%) EBIT 16.6M (+49%) EPS [----] (+34%). Since"  
[X Link](https://x.com/anyuser/status/1924735938745323578)  2025-05-20T07:56Z [----] followers, [----] engagements


"We need to be cautious about company growth right now especially in industrials and materials. Numbers won't be normal in the coming quarters many purchases were brought forward in Q1 to avoid potential price hikes from tariffs"  
[X Link](https://x.com/anyuser/status/1924826427154641096)  2025-05-20T13:55Z [----] followers, [----] engagements


"$AZK Azkoyen posts 5% sales & 10% EBIT CAGR since [--] with 12%+ROIC. Vertically integrated in vending payments & security. 85% sales ex-Spain. Trades at 8x PE 6x EV/EBITDAdisc. vs peers. Strong FCF. Family-backed = skin in the game. Low liq. long-term upside. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1925456857927221695)  2025-05-22T07:41Z [----] followers, 13.8K engagements


"Thank you so much to the [---] subscribers and everyone who reads the blog I hope to keep sharing content for a long time and that it keeps getting better and better. Thanks also to everyone who's given me feedback I've learned a lot from all of you"  
[X Link](https://x.com/anyuser/status/1926991220082938077)  2025-05-26T13:18Z [----] followers, [----] engagements


"$TOA announces a buyback of 9.85M shares (up to 13.13% of voting rights) at [----] PLN/share. After significant working capital outflows last year the company now has the capacity to repurchase shares. $TOA Toya a Polish small-cap has 9.46% CAGR sales & 10.4% CAGR net profit since [--] with consistently high ROIC. 50% founder stake = skin in the game. Trading at 7x PE low multiples suggest undervaluation. Some liquidity risks but long-term outlook solid. Link in bio🔗 https://t.co/reX2r2lESp $TOA Toya a Polish small-cap has 9.46% CAGR sales & 10.4% CAGR net profit since [--] with consistently high"  
[X Link](https://x.com/anyuser/status/1930174739013685752)  2025-06-04T08:08Z [----] followers, [----] engagements


"Two holdings I really likeeasy to value and I believe both trade at a discount. Both have traditional businesses nothing complicated and are very well managed: Semapa in Portugal and Caltagirone in Italy"  
[X Link](https://x.com/anyuser/status/1930546575194927213)  2025-06-05T08:45Z [----] followers, [----] engagements


"Entering year [--] of investing: a journey full of mistakes lessons & invaluable help from experienced investors. Doubled capital with 17% annual returnssome luck involved. Still learning and making mistakes. Investing is a long-term game not quick wins"  
[X Link](https://x.com/anyuser/status/1932768622469841023)  2025-06-11T11:55Z [----] followers, 10.9K engagements


"Smallvalue Q225 Pleased to report a 10.06% gain in Q2. No divestments; added a new pos. & increased one existing high-conviction holding w/ strong fundamentals. Staying patient & focused on long-term value. Link in bio 🔗"  
[X Link](https://x.com/anyuser/status/1940334674532012040)  2025-07-02T09:00Z [----] followers, [----] engagements


"Sanlorenzo unveils the SX120 its largest crossover yacht yet ahead of its Cannes debut. At 36.6m it features Volvo Pentas efficient IPS Pro engines spacious indoor-outdoor areas w/retractable pool and sleek design by Zuccon & Lissoni. SX120 defines sustainable luxury"  
[X Link](https://x.com/anyuser/status/1943360171649949862)  2025-07-10T17:22Z [----] followers, [----] engagements


"$CVNA dropped 99% most bailed. Rob Vinall and Clifford Sosin didnt. Vinall now has 21% of his portfolio in it. Sosin Still 75%. Both are trimming but their conviction through the crash is what stands out. $CVNA has surged 100x since hitting its low of $3.55 in December'22"  
[X Link](https://x.com/anyuser/status/1943698508583702732)  2025-07-11T15:46Z [----] followers, [----] engagements


"$TOA - Since the Q1 results and the announcement of the voluntary tender offer it's been performing well now up over 39% YTD"  
[X Link](https://x.com/anyuser/status/1945479952528265294)  2025-07-16T13:45Z [----] followers, [----] engagements


"$KRI 52.2M Greek Yogurt Dynamo project approved as a Strategic Investment in Greece boosting yogurt and ice cream production green tech and creating [---] jobs by [----]. Expected to generate 17M+ annual GDP impact supporting exports circular economy and local communities"  
[X Link](https://x.com/anyuser/status/1945856154518561231)  2025-07-17T14:40Z [----] followers, [----] engagements


"Looking into less flashy sectors I came across Ringmetall and Flexopack. If youve got any others on your radar debt-free solid management boring industry small/micro cap (Europe) and with skin in the game drop them in the comments"  
[X Link](https://x.com/anyuser/status/1947336477131649356)  2025-07-21T16:42Z [----] followers, [----] engagements


"$CBAV Clnica Baviera H125: Revenues +18% to 154.7M (ES +12% DE +11% IT +6% UK 8.4M). EBITDA +6% +13% excl. UK. UK -3.0M losses. Net income -5% incl. UK +12% excl. UK. Strong core perf. & EU expansion. Net debt: -30.6M. [---] clinics driving EU ophthalmo leadership"  
[X Link](https://x.com/anyuser/status/1950240071640289774)  2025-07-29T17:00Z [----] followers, [----] engagements


"$NWL.MI $CA.PA NewPrinces to acquire Carrefour Italy for 1B becoming the countrys 2nd-largest food & beverage group. Deal includes [----] stores. Carrefour exits Italy after [----] sales decline -67M operating income and -180M cash flow to refocus on Europe & LATAM"  
[X Link](https://x.com/anyuser/status/1957469321061368236)  2025-08-18T15:47Z [----] followers, [----] engagements


"LIMES Schlosskliniken H125: Revenues 23.9m (+28%) EBITDA 6.2m (+77% margin 26.1%) EBIT 4.9m (+122%) EBT 4.9m (+144%) net income 3.3m (+81%) EPS [-----]. Patient days +9% staff +13% [--] new clinics in Abtsee & Bergisches Land (+180 beds)"  
[X Link](https://x.com/anyuser/status/1962519807649022030)  2025-09-01T14:15Z [----] followers, [----] engagements


"$MAMA acquires Crown from Sysco for $17.5M cash. Crown brings $56M in profitable sales premium retail partners and a 42k sq. ft. USDA-certified fac. The transaction significantly expands capacity strengthens operations boosts cross-selling and advances MAMAs $1B [----] plan"  
[X Link](https://x.com/anyuser/status/1962915162152738959)  2025-09-02T16:26Z [----] followers, [----] engagements


"A big thank you to everyone whos subscribed and to those who read the posts. I didnt expect this. I hope to bring value to everyone who visits the blog. Ill keep improving"  
[X Link](https://x.com/anyuser/status/1963220441620754747)  2025-09-03T12:40Z [----] followers, [----] engagements


"$SL Sanlorenzo solid H1'25 results: revenues up +9.4% to 454m EBITDA +8.5% to 80.5m order intake surging +29.9% to 420m and backlog at 1.44bn with 93% already sold. Net financial position at 8.3m. FY'25 guidance reiterated driven by 30m demand & key launches in H2"  
[X Link](https://x.com/anyuser/status/1963588016531734613)  2025-09-04T13:00Z [----] followers, [----] engagements


"$CALT Caltagirone is up more than 15% over the last month. $CALT Caltagirone: Italian family-led holding. Core: Cementir = global white cement leader listed & trading at disc. Diversified: real estate media & small fin stakes. Strong mgmt clear succ net cash high FCF family skin in the game. PE 6.3x div yield 4%. Link in bio🔗 https://t.co/shMNt0WVcI $CALT Caltagirone: Italian family-led holding. Core: Cementir = global white cement leader listed & trading at disc. Diversified: real estate media & small fin stakes. Strong mgmt clear succ net cash high FCF family skin in the game. PE 6.3x div"  
[X Link](https://x.com/anyuser/status/1965319396513251524)  2025-09-09T07:40Z [----] followers, [----] engagements


"Sprouts Farmers Market keeps quietly expanding opening new stores in fresh areas and strengthening its presence where its limited. Not a tech company but growth is steady. $SFM"  
[X Link](https://x.com/anyuser/status/1966148949062078501)  2025-09-11T14:36Z [----] followers, [----] engagements


"$OLVAS to acq Estonias top mineral water co Vrska Originaal. Fd [----] (roots 1973) offering natural infused & functional waters. Q126 deal (pending approval) expands non-alc portfolio +10% sales vol boosts prod & exports Baltics/Nordics fueling profitable non-alc growth"  
[X Link](https://x.com/anyuser/status/1967514367676801515)  2025-09-15T09:02Z [----] followers, [----] engagements


"I'm already drafting a new write-up: $90M market cap trading at 8x earnings 50% owned by the management board focused on a single niche top-tier management team largest market share in the sector"  
[X Link](https://x.com/anyuser/status/1968317487323480400)  2025-09-17T14:13Z [----] followers, 14.7K engagements


"$KRI H1'25: Turnover 161.9M (+23.7%) EBITDA 26.1M (16.1% from 22.5%) NP 19.45M. Yogurt 127.7M (+26.2%) exports 88.1M (+39.3% 70% of yogurt sales). Branded yogurt 13.7% Ice cream +6% dom / +42.7% intl. CAPEX 13M H1 Net Debt [--] Greek Yogurt Dynamo 52.2M"  
[X Link](https://x.com/anyuser/status/1968694930701684883)  2025-09-18T15:13Z [----] followers, [----] engagements


"Lindbergh $LDB.MI H125: Rev 15.84M (+51%) EBITDA 2.8M (+36% 17.7% mrg) EBIT 1.72M (+45%) net result 1.1M (+36%). HVAC leads growth Waste/Circular Economy +27% organic growth Network & Warehouse stable. Key acquisitions completed core bank debt1M"  
[X Link](https://x.com/anyuser/status/1970877516362744155)  2025-09-24T15:46Z [----] followers, [----] engagements


"$ILP Ilpra H125: rev 34.5M (+28.7%) production value 42.4M (+25.3%) EBITDA 5.4M (8.5% margin 15.8% vs 22.1% H124) net profit 1.6M net financial debt 18.9M ( from 20.1M). Strong international growth (69% of rev) strategic expansions in France & Middle East"  
[X Link](https://x.com/anyuser/status/1971584589958377513)  2025-09-26T14:36Z [----] followers, [----] engagements


"Q3'25 Letter is now available I'm pleased to report a strong quarter for the portfolio with a gain of 12.3% and low volatility of 5.8% supported by favourable market conditions and some luck. A new position was added. Continued focus on long-term value creation. Link in bio🔗"  
[X Link](https://x.com/anyuser/status/1974074509042000205)  2025-10-03T11:30Z [----] followers, [----] engagements


"Noble Securities updates $TOA: TP PLN [----]. Long-term growth supported by high construction inv. in PL rising battery tool sales and potential consumer sentiment improvement. Solid margins; cash for buybacks/M&A; 1.005M sh. repurchased (1.34% cap) PLN 92M remaining thru [----]. $TOA Toya a Polish small-cap has 9.46% CAGR sales & 10.4% CAGR net profit since [--] with consistently high ROIC. 50% founder stake = skin in the game. Trading at 7x PE low multiples suggest undervaluation. Some liquidity risks but long-term outlook solid. Link in bio🔗 https://t.co/reX2r2lESp $TOA Toya a Polish small-cap"  
[X Link](https://x.com/anyuser/status/1976323917330645063)  2025-10-09T16:28Z [----] followers, [----] engagements


"$SL $SL.MI UBS initiates coverage on Sanlorenzo with a Buy rating and 47PT. Cites strong positioning in high-end yacht mkt solid pricing power and strategic upside from Nautor Swan deal. Highlights direct distribution strong FCF high ROIC and potential for dividends & M&A"  
[X Link](https://x.com/anyuser/status/1976575261551251818)  2025-10-10T09:07Z [----] followers, [----] engagements


"1004 subs Cant believe it. Huge thanks to all and to the [--] who voluntarily recognise the effort with symbolic support. Hope the contents useful. Ill keep learning & sharing ideas + portfolio updates. Many thanks for your feedback & tips from other (mostly better) investors"  
[X Link](https://x.com/anyuser/status/1977283094521823437)  2025-10-12T08:00Z [----] followers, [----] engagements


"Lately Ive been digging into Asia for potential finds small caps in boring sectors low/no debt and management with skin in the game. Got any interesting ideas Drop them in the comments. Some interesting names: $8371.T $5ML $6039.T"  
[X Link](https://x.com/anyuser/status/1982873805291983273)  2025-10-27T18:15Z [----] followers, [----] engagements


"In investingand in lifehumility is key. Good market years like these can inflate the ego. Stay grounded; the market will probably put you in your place"  
[X Link](https://x.com/anyuser/status/1983510292211413062)  2025-10-29T12:24Z [----] followers, [----] engagements


"$CROX Q3'25: Rev $996M (-7% YoY) GM 58.5% (-110bps) op margin 20.8% (-460bps) EPS $2.92 (-19%). Crocs $836M (-3% GM 61.8%) HEYDUDE $160M (-22% GM 42.3%). International growth strong (China +20%) sandals gaining share DTC+1% debt reduced by $63M 2.4M shares repurchased"  
[X Link](https://x.com/anyuser/status/1983866925357690880)  2025-10-30T12:01Z [----] followers, [----] engagements


"$SFM Steadily growing biz w/ room to open more stores & launch own products to better control costs & lift margins. Trades 15x earn & 12x EBITDA 4.5% FCF yield expanding margins clean balance sheet solid cash flow and strong management. Looks like a big player in grocery"  
[X Link](https://x.com/anyuser/status/1983899843597889761)  2025-10-30T14:12Z [----] followers, [----] engagements


"Puig 9M'25: Rev 3.6B LFL +7% outperforming prem. beauty. Strong growth across Make-up +8.3% Skincare +9.2% Fragrance & Fashion +6.4%. APAC +23% leads still only 10% of sales. Success via innovation key launches & campaigns boosting wellness confidence & self-expression"  
[X Link](https://x.com/anyuser/status/1983946277995122904)  2025-10-30T17:17Z [----] followers, [----] engagements


"$PUIG +9% after strong results reported yesterday. Puig 9M'25: Rev 3.6B LFL +7% outperforming prem. beauty. Strong growth across Make-up +8.3% Skincare +9.2% Fragrance & Fashion +6.4%. APAC +23% leads still only 10% of sales. Success via innovation key launches & campaigns boosting wellness confidence & self-expression. https://t.co/F5r6HbKfda Puig 9M'25: Rev 3.6B LFL +7% outperforming prem. beauty. Strong growth across Make-up +8.3% Skincare +9.2% Fragrance & Fashion +6.4%. APAC +23% leads still only 10% of sales. Success via innovation key launches & campaigns boosting wellness confidence &"  
[X Link](https://x.com/anyuser/status/1984183904807612912)  2025-10-31T09:01Z [----] followers, [----] engagements


"Franco-Nevada $FNV Q325: record rev. $487M (+77%) record EBITDA $427M (+81%) w/ 88% margin ( from 86%) and record net inc. $275M (+79%). 85% of rev. from PMs debt-free and FY25 guide raised to high end positioned to beat gold GEO targets & sustain strong LT growth"  
[X Link](https://x.com/dipinvest/status/1985991825492951316)  2025-11-05T08:45Z [----] followers, [----] engagements


"$B Barrick Q3'25: record CF. Rev $4.1B (+13% QoQ). Gold 829k oz (+4% QoQ) Cu 55k t. Op CF $2.4B (+82%) FCF $1.5B (+274%). Adj EPS $0.58. Div $0.125 + $0.05. 1B shares repurchased buyback $500M. Fourmile confirmed as a top gold discovery. Profitable and strong cash generator"  
[X Link](https://x.com/anyuser/status/1987867047808978996)  2025-11-10T12:56Z [----] followers, [----] engagements


"$SL Sanlorenzo 9M'25: Rev 690M (+3.2%) led by Superyachts +4.8% & Swan 72M. EBITDA 128M (+3.6%); profit 75.9M (+4.1%). Order intake 690M (+18.4%) backlog 1.71B (90% sold) net backlog 1.02B. Challenges: Yacht/Bluegame30m pressure MEA57% slight net debt 14M"  
[X Link](https://x.com/anyuser/status/1987910676791325095)  2025-11-10T15:50Z [----] followers, [----] engagements


"Overreaction $SL $SL.MI $SL Sanlorenzo 9M'25: Rev 690M (+3.2%) led by Superyachts +4.8% & Swan 72M. EBITDA 128M (+3.6%); profit 75.9M (+4.1%). Order intake 690M (+18.4%) backlog 1.71B (90% sold) net backlog 1.02B. Challenges: Yacht/Bluegame30m pressure MEA57% slight net debt 14M. https://t.co/1jci76FX3Q $SL Sanlorenzo 9M'25: Rev 690M (+3.2%) led by Superyachts +4.8% & Swan 72M. EBITDA 128M (+3.6%); profit 75.9M (+4.1%). Order intake 690M (+18.4%) backlog 1.71B (90% sold) net backlog 1.02B. Challenges: Yacht/Bluegame30m pressure MEA57% slight net debt 14M. https://t.co/1jci76FX3Q"  
[X Link](https://x.com/anyuser/status/1987955467453079775)  2025-11-10T18:48Z [----] followers, [----] engagements

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