#  @jptissot1 Jean Philippe Tissot (Condorito) 🇺🇦 Jean Philippe Tissot (Condorito) 🇺🇦 posts on X about $slyg, this is, stocks, investment the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::894526791108395008/interactions)  - [--] Week [------] +5,807% - [--] Month [------] +293% - [--] Months [-------] -14% - [--] Year [-------] +31% ### Mentions: [--] [#](/creator/twitter::894526791108395008/posts_active)  - [--] Week [--] -33% - [--] Month [--] +14% - [--] Months [---] -40% - [--] Year [---] +7.90% ### Followers: [------] [#](/creator/twitter::894526791108395008/followers)  - [--] Week [-----] +0.55% - [--] Month [-----] +1.10% - [--] Months [-----] +8.80% - [--] Year [-----] +18% ### CreatorRank: [-------] [#](/creator/twitter::894526791108395008/influencer_rank)  ### Social Influence **Social category influence** [fashion brands](/list/fashion-brands) #2141 [finance](/list/finance) 24.66% [countries](/list/countries) 8.68% [stocks](/list/stocks) 5.48% [technology brands](/list/technology-brands) 5.02% [social networks](/list/social-networks) 3.2% [travel destinations](/list/travel-destinations) 2.28% [currencies](/list/currencies) 2.28% [exchanges](/list/exchanges) 1.83% [automotive brands](/list/automotive-brands) 0.91% **Social topic influence** [$slyg](/topic/$slyg) 8.22%, [this is](/topic/this-is) 5.94%, [stocks](/topic/stocks) 4.11%, [investment](/topic/investment) 4.11%, [growth](/topic/growth) 4.11%, [tariffs](/topic/tariffs) 3.65%, [twitter](/topic/twitter) 3.2%, [$ipa](/topic/$ipa) 3.2%, [if you](/topic/if-you) 3.2%, [positions](/topic/positions) 2.74% **Top accounts mentioned or mentioned by** [@sharogradskym](/creator/undefined) [@pbcinc](/creator/undefined) [@davidkatunaric](/creator/undefined) [@billackman](/creator/undefined) [@mavixleon](/creator/undefined) [@iancassel](/creator/undefined) [@microcapclub](/creator/undefined) [@terramm](/creator/undefined) [@pernasresearch](/creator/undefined) [@finphysnerd](/creator/undefined) [@shellyiot](/creator/undefined) [@mascarosergi](/creator/undefined) [@ricardog77](/creator/undefined) [@voltportfolio](/creator/undefined) [@simeonresearch](/creator/undefined) [@evfcfaddict](/creator/undefined) [@symmetryinvest](/creator/undefined) [@notebooklm](/creator/undefined) [@kaisiefert](/creator/undefined) [@assafnathan](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Tesla, Inc. (TSLA)](/topic/tesla) [Burford Capital Limited (BUR)](/topic/$bur) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/$msft) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) ### Top Social Posts Top posts by engagements in the last [--] hours "I grew up seeing Amsterdam as an extremely beautiful city where entrepreneurs thrived. The Netherlands became a magnet for European headquarters drawn to an international but cozy society that http://x.com/i/article/2022942155979763712 http://x.com/i/article/2022942155979763712" [X Link](https://x.com/jptissot1/status/2022945880572141708) 2026-02-15T08:07Z [----] followers, 42.3K engagements "@iancassel Love it" [X Link](https://x.com/jptissot1/status/2019751765176934844) 2026-02-06T12:35Z [----] followers, [---] engagements "@SimeonResearch_ 😂😂😂😂" [X Link](https://x.com/jptissot1/status/2021250214535815646) 2026-02-10T15:49Z [----] followers, [---] engagements "Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. And most importantly I share with you how I think about "sizing" the true art of portfolio management in my view. If you havent subscribed yet you can access the letter by following these steps: -Visit: -Navigate to Read and Listen -Register your email and name to download it instantly. Thank you for your interest and constant" [X Link](https://x.com/anyuser/status/1969333735762899078) 2025-09-20T09:32Z [----] followers, 17.8K engagements "@hansvantelling @VVD Here my take on the topic: How the Netherlands Pioneers of Modern Finance Are Destroying Their Own Legacy A 36% tax on unrealized gains is economic suicide https://x.com/jptissot1/status/2022945880572141708 https://t.co/WrgU6oIUfx https://x.com/jptissot1/status/2022945880572141708 https://t.co/WrgU6oIUfx" [X Link](https://x.com/jptissot1/status/2022947504472699124) 2026-02-15T08:14Z [----] followers, [----] engagements "@david_katunaric 🙏" [X Link](https://x.com/jptissot1/status/2022963805207372194) 2026-02-15T09:18Z [----] followers, [---] engagements "A lot of people asking about AI use for research - Look out of a fun conversation with a friend where I was showing the tons f overviews I created I converted one into a video and for fun created these guys. But this is Vitalhub earnings FY released last week. Imagine you are a know nothing on the company this is very useful or want a faster update this is also very useful. You can also join the conversation which is mind blowing. Maybe I will have John and Helga discuss my other holdings soon :) 🤣 Vitalhub [----] Full Year results Analysis and Discussion with John and . via @YouTube" [X Link](https://x.com/jptissot1/status/1906310990267826400) 2025-03-30T11:42Z [----] followers, [----] engagements "@evfcfaddict @PenttiJokinen Fully agree" [X Link](https://x.com/jptissot1/status/1906311084866150426) 2025-03-30T11:42Z [----] followers, [---] engagements "@pbcinc Exactly" [X Link](https://x.com/jptissot1/status/1906699188458459398) 2025-03-31T13:24Z [----] followers, [---] engagements "Tell is more would love your insights I am buying/bought $GOOGL at these levels I fully agree with what your said and as my friend @pbcinc said. We had the Apple death then Meta/Facebook death and now Google. So I cannot be more excited about the future also people here in Twitter do not grasp optionality and see Googlenas a search engine alone. They ignore Eaton Isomorphic Veryex Willow just to mention some at their own peril" [X Link](https://x.com/jptissot1/status/1907004331531927826) 2025-04-01T09:37Z [----] followers, [--] engagements "@tanhsingh @finchat_io @pbcinc Tell us I meant" [X Link](https://x.com/jptissot1/status/1907004388628938793) 2025-04-01T09:37Z [----] followers, [--] engagements "Tariffs of 10% for Heard Island and McDonald Islands I had to Google it tbh - Population Zero This tells you everything about this clown show" [X Link](https://x.com/jptissot1/status/1907564009844314385) 2025-04-02T22:41Z [----] followers, [----] engagements "@BillAckman lol major cope" [X Link](https://x.com/jptissot1/status/1907762453422735754) 2025-04-03T11:49Z [----] followers, [---] engagements "@nobenchmark @SharogradskyM @Vienna13Capital @pbcinc Nop the guidance of the company only takes into account growth into existing markets the US is pure optionality and I see it the same way" [X Link](https://x.com/jptissot1/status/1907831723401916599) 2025-04-03T16:25Z [----] followers, [----] engagements "Great take Alex" [X Link](https://x.com/jptissot1/status/1908017947194355989) 2025-04-04T04:45Z [----] followers, [----] engagements "Market will be 10% up the moment this clown is fired Lutnick is a complete joke the U.S. imports $3.3 trillion of goods per year and $800 billion of services not $20 trillion. FIRE HIM IMMEDIATELY - embarrassment https://t.co/iwSJQBu8DG Lutnick is a complete joke the U.S. imports $3.3 trillion of goods per year and $800 billion of services not $20 trillion. FIRE HIM IMMEDIATELY - embarrassment https://t.co/iwSJQBu8DG" [X Link](https://x.com/jptissot1/status/1908543708561039466) 2025-04-05T15:34Z [----] followers, [----] engagements "Just a thought about this mess we are in. This is a 100% human made lunatic situation. A single tweet a single firing of the clown minister of commerce can dramatically change the course of things. Of course the wrong tweet can put us further into chaos. But This is not a credit event this is something that can be reversed. If you try to guess what will happen you most likely will lose money. Caution and awareness of this is a super volatile macro situation is essential. Extrapolating the last two days into the future can kill you. You can assume the actions taken n tariffs will stay and" [X Link](https://x.com/jptissot1/status/1908547348625522877) 2025-04-05T15:48Z [----] followers, [----] engagements "Has ever been a situation that current politians take designs with the lessons of history So yes get ready to repeat it Learning from history might have been made by leaders a few decades back but now we are leading by clowns So until the pain is too large those there will not react unfortunately. They need pain to realize and everyone loses" [X Link](https://x.com/jptissot1/status/1908548133425983552) 2025-04-05T15:51Z [----] followers, [---] engagements "@JMihaljevic *decisions*" [X Link](https://x.com/jptissot1/status/1908553665813635500) 2025-04-05T16:13Z [----] followers, [---] engagements "Thanks for supporting this admin since the very begging you feel winning Bill now . Your habikity to never understand second order effects is right here in your eyes once again. Your naive support for Trump ignored the massive fat tail risks that he could and actually brought but you never think in second order effects And you as a massive supporter and advocating with your millions of followers for him to win are a big part of this mess. Thank you" [X Link](https://x.com/jptissot1/status/1908832542343446678) 2025-04-06T10:41Z [----] followers, [---] engagements "@BillAckman A reminder of your part in this mess" [X Link](https://x.com/jptissot1/status/1908833900593369143) 2025-04-06T10:47Z [----] followers, [---] engagements "@BillAckman @howardlutnick You takes / posts from October to March this year and this latest trantum makes you lose so much credibility. You should have never posted anything political Time to delete Twitter" [X Link](https://x.com/jptissot1/status/1909154794473746642) 2025-04-07T08:02Z [----] followers, [---] engagements "Indeed Pure logic. The art of the deal lol 🤣🤣 Hearing that Europe is preparing a backup plan like we cautioned last week to tax US $800 billion tech/service export industry if Trump fails to accept their offers to lower tariffs. $MSFT $CRWD $ADBE $GOOG $AMZN $AAPL So what's the logic here to win 5% margin domestic https://t.co/GoYBiDA8IW Hearing that Europe is preparing a backup plan like we cautioned last week to tax US $800 billion tech/service export industry if Trump fails to accept their offers to lower tariffs. $MSFT $CRWD $ADBE $GOOG $AMZN $AAPL So what's the logic here to win 5%" [X Link](https://x.com/jptissot1/status/1909555897744994520) 2025-04-08T10:36Z [----] followers, [---] engagements "You should look internally about what is your problem not seeing second order effects - you fiercely bee deaf when asked about it . You supported someone who supported the capitol riots if you think / believed there is common sense there you have a problem. And again this in part is your fault. I wrote the below in dedication or inspired by your lack of thinking in this matter : Events unfolding globally notably in places like the US should trigger a profound introspection for every citizen living in a free society. Witnessing democratic processes potentially challenged forces us to confront" [X Link](https://x.com/jptissot1/status/1909557070442983689) 2025-04-08T10:40Z [----] followers, [---] engagements "These are the second order consequences of the US tariffs non sense. The US tariff debacle is making the whole world to look closer-to China. Instead of the US isolating China the world (besides US) is going to try to do more business with them replacing commerce with the US. The more China economic dependence grows with the non US world the easier and less risky for retaliation becomes the possibility of an attack to Taiwan. Which that is the biggest grey swan we have. This non sense from the US is utterly dangerous. Constructive phone call discussion with Premier Li Qiang. We took stock of" [X Link](https://x.com/jptissot1/status/1909558870072086765) 2025-04-08T10:48Z [----] followers, [----] engagements "@morganhousel Same in politics 🤣" [X Link](https://x.com/jptissot1/status/1909559415797141691) 2025-04-08T10:50Z [----] followers, [---] engagements "@BillAckman Did you tell them you supported like crazy this administration Also did not know Canadas coffee ☺ is it good😂" [X Link](https://x.com/jptissot1/status/1909956387515359437) 2025-04-09T13:07Z [----] followers, [---] engagements "1/ A lot of people demonize equity investors for discussing "macro things" during times like this. I believe this perspective is misguided. Ignoring macroeconomic factors is irresponsible; however acting based on a sloppy or emotional analysis can be disastrous. Therefore discussing these issues should not be mistaken for acting impulsively. 👇" [X Link](https://x.com/jptissot1/status/1909975680051298575) 2025-04-09T14:24Z [----] followers, [----] engagements "2/ First this is one of the fastest pronounced market sell-offs in history. It is human-made it can affect every single company it is disrupting global trade dynamics and it has numerous ripple effects some of which carry extraordinarily negative consequences. Ignoring what is happening I believe is simply irresponsible. However that does not mean you should act in panic; rather we should remain highly aware of the situation" [X Link](https://x.com/jptissot1/status/1909975681737294207) 2025-04-09T14:24Z [----] followers, [---] engagements "3/ We have been misled into believing that stocks always go up which is false. That notion applies only to a select few indices and even those indices have vastly different compositions of individual stocks over time. You do not want to believe this in Germany in the early 1900s Russia [----] China [----] most European countries in [----]. Sometimes bad things happen. Through history unless a country does not lose war or decide to become communist the odds for a total collapse are very very low but still it is important to have clear the whole big picture" [X Link](https://x.com/jptissot1/status/1909975683536699476) 2025-04-09T14:24Z [----] followers, [---] engagements "4/ Now most currently If global trading dynamics are impactedwhether tariffs are reduced to zero and doing business becomes easier or the opposite as we are seeing todaythis is something that must be thoroughly evaluated. Additionally potential "grey swans" such as the collapse of the bond market or China's stance and a potential real threat to Taiwan need to be carefully monitored" [X Link](https://x.com/jptissot1/status/1909975685206077693) 2025-04-09T14:24Z [----] followers, [---] engagements "5/ There is a fundamental difference between acting on the assumption of "you know" what will happen versus evaluating what is happening and reassessing one's exposure to ensure that a companys conviction remains not too harmed in the current environment and also for potential scenarios. As an investor it is crucial to remain informed but avoid acting on what you "think" might happen. This is the kind of reactive behavior that should be avoided" [X Link](https://x.com/jptissot1/status/1909975686980268219) 2025-04-09T14:24Z [----] followers, [---] engagements "6/ Assessing potential outcomes is completely ok and aiming to maintain a portfolio resilient enough to weather any of those scenarios is important. Here are examples of potential outcomes although this is not an exhaustive list it is just for illustrative purposes and the thought process:" [X Link](https://x.com/jptissot1/status/1909975688649597147) 2025-04-09T14:24Z [----] followers, [---] engagements "7/ The worst outcome**: China and the US do not back down China devalues the Yuan sells treasuries and starts threatening Taiwan. The Fed's response becomes limited as inflationary pressures resurface. If this occurs the situation resembles those memes of the dog sitting in a room on fire. This would be the worst-case scenario where holding a portion of assets in cash and gold would serve as the only cushion and of course some hedges if you can find them cheap before is too late. Lesson: maintain some allocation in these types of assets" [X Link](https://x.com/jptissot1/status/1909975690364993637) 2025-04-09T14:24Z [----] followers, [---] engagements "8/ The bad outcome**: Neither side backs down on tariffs but bond yields do not spike dramatically. China does not escalate tensions by devaluing its currency and does not escalate threats against Taiwan. Tariffs remain in place leading to an entirely different global trading dynamic. In this case the same principle applies as above but some companies may still thrive in this environment while others suffer significantly. Analysing the potential impact of this scenario on ones portfolio and avoiding companies with large negative exposure to this situation would be prudent" [X Link](https://x.com/jptissot1/status/1909975692134973735) 2025-04-09T14:24Z [----] followers, [---] engagements "9/ **A great positive outcome**: Everyone regains their senses and global tariffs are eliminated resulting in easier trade between countries. Ending up in this scenario without adequate stock exposure would be highly regrettable. And equally regrettably would be not buying anything during the sell off" [X Link](https://x.com/jptissot1/status/1909975693779148952) 2025-04-09T14:24Z [----] followers, [---] engagements "END/ In reality the outcome will likely be a combination of various scenarios something inherently impossible to predict maybe even a positive or negative black swan who the hell knows. However analysing potential outcomes and building a portfolio that can withstand any combination of surprises or scenarios is a responsible approach. What is irresponsible is acting on the assumption that you know which scenario will unfold and placing undue confidence in your "macro analysis." meaning position your self for that scenario only. This is the kind of behaviour that should always be avoided." [X Link](https://x.com/jptissot1/status/1909975695519810042) 2025-04-09T14:24Z [----] followers, [---] engagements "More execution Today will not be the day the stock re rates but what a hell of execution over a long period of this company Shelly Group $SLYG Q1 '25 preliminary results: Revenues of EUR 26.5m (+29%) No significant impacts of the tariffs expected for the company. Full results will be published on May [--]. https://t.co/wcmDjnmnre Shelly Group $SLYG Q1 '25 preliminary results: Revenues of EUR 26.5m (+29%) No significant impacts of the tariffs expected for the company. Full results will be published on May [--]. https://t.co/wcmDjnmnre" [X Link](https://x.com/jptissot1/status/1909979891300172152) 2025-04-09T14:41Z [----] followers, [----] engagements "Is this 7D dimensional chess right. Scary stuff and we are not even a week of the announcement. These are the kind of things I do not want when companies tart changing behaviour JUST IN: Amazon $AMZN cancels some inventory orders from China after tariffs per Reuters. JUST IN: Amazon $AMZN cancels some inventory orders from China after tariffs per Reuters" [X Link](https://x.com/jptissot1/status/1909980239515578637) 2025-04-09T14:42Z [----] followers, [---] engagements "@foso_defensivo Love it Me encant" [X Link](https://x.com/jptissot1/status/1910418813872648699) 2025-04-10T19:45Z [----] followers, [----] engagements "@paulg Exactly" [X Link](https://x.com/jptissot1/status/1911647482796269643) 2025-04-14T05:07Z [----] followers, [---] engagements "@SharogradskyM lol But it is unbelievable the difference of being listed in Sweden and Germany" [X Link](https://x.com/jptissot1/status/1912523194696679618) 2025-04-16T15:07Z [----] followers, [---] engagements "@RDinsdaleRound Why are you paying an add for this" [X Link](https://x.com/jptissot1/status/1912836875456233587) 2025-04-17T11:53Z [----] followers, [--] engagements "@ValueInvestJpn Interesting do they unlock value like the spin out companies Or they behave as a truly conglomerate How is valuation I like everything you said just having all under one umbrella is incredible complex. Will love your thoughts about it Gracias" [X Link](https://x.com/jptissot1/status/1913175560722813399) 2025-04-18T10:19Z [----] followers, [--] engagements "Trade futures Eg eurusd; Just type EUR then lots of options come - select futures then select the month you want the you have it if you select the o month with the infinite logo that is the next month. It is very simple or put the future ticker I do not remember it now but you find it in secon. I can show you when I am in front of my pc later if you cant. You have to have ticked when you opened the account futures otherwise you will not ba able to trade and then you need to request it before" [X Link](https://x.com/jptissot1/status/1914632725769703637) 2025-04-22T10:49Z [----] followers, [---] engagements "@iancassel @MicroCapClub Would love to be there :) enjoy guys" [X Link](https://x.com/jptissot1/status/1915294678154465632) 2025-04-24T06:40Z [----] followers, [---] engagements "@david_katunaric Yes" [X Link](https://x.com/jptissot1/status/1919311400830198091) 2025-05-05T08:41Z [----] followers, [---] engagements "So I see more people starting to understand the story here. Still extremely early days I had the pleasure of collaborating with @david_katunaric on Sofwave Medical $SOFW.TA listed in Tel Aviv. The outcome is much better than I could have ever written myself which is why you must subscribe to David's Sub. Sofwave Medical is an incredibly misunderstood cheap I had the pleasure of collaborating with @david_katunaric on Sofwave Medical $SOFW.TA listed in Tel Aviv. The outcome is much better than I could have ever written myself which is why you must subscribe to David's Sub. Sofwave Medical is an" [X Link](https://x.com/jptissot1/status/1920087535532863558) 2025-05-07T12:05Z [----] followers, [----] engagements "@SharogradskyM As the top line results of Shelly were already given I expected no move. I am super positively surprised by the move and the large volume maybe we passed the face where institutions still comment/ask but it is a Bulgarian company :) see you all in Sofia" [X Link](https://x.com/jptissot1/status/1923058209855520896) 2025-05-15T16:49Z [----] followers, [---] engagements "@mavix_leon @SharogradskyM Exactly :)" [X Link](https://x.com/jptissot1/status/1923076386668818587) 2025-05-15T18:01Z [----] followers, [---] engagements "@terra_mm @mavix_leon @SharogradskyM What is the name of that podcast Tks" [X Link](https://x.com/jptissot1/status/1923105018112049313) 2025-05-15T19:55Z [----] followers, [---] engagements "@terra_mm @mavix_leon @SharogradskyM Is more net the biggest broker in Sweden" [X Link](https://x.com/jptissot1/status/1923640897104761147) 2025-05-17T07:25Z [----] followers, [---] engagements "@terra_mm @unfixed_income @mavix_leon @SharogradskyM And in Sweden they are not using IBKR" [X Link](https://x.com/jptissot1/status/1923730322195198109) 2025-05-17T13:20Z [----] followers, [---] engagements "@pbcinc @pernasresearch @david_katunaric So more and more investors are discovering the name and identifying the value Glad to see this" [X Link](https://x.com/jptissot1/status/1925398409210405346) 2025-05-22T03:48Z [----] followers, [---] engagements "@Eyal__Weiss @pbcinc @pernasresearch @david_katunaric 💪💪💪" [X Link](https://x.com/jptissot1/status/1925424559160754584) 2025-05-22T05:32Z [----] followers, [--] engagements "🙏🙏🙏 Thanks Adi @jptissot1 @pernasresearch @david_katunaric One of the first to identify @jptissot1 fund letter discussing $SOFW.TA is also an essential read for investors. @jptissot1 @pernasresearch @david_katunaric One of the first to identify @jptissot1 fund letter discussing $SOFW.TA is also an essential read for investors" [X Link](https://x.com/jptissot1/status/1925424896080785841) 2025-05-22T05:34Z [----] followers, [----] engagements "Visiting Shelly warehouse @Symmetry_Invest" [X Link](https://x.com/jptissot1/status/1925528220591362221) 2025-05-22T12:24Z [----] followers, [----] engagements "@pbcinc @pbcinc0 Done" [X Link](https://x.com/jptissot1/status/1926703762648813586) 2025-05-25T18:15Z [----] followers, [---] engagements "@rzshokri Great call Let me know if you need anything in Zurich let me know. Anything to help talent at GOOG :)" [X Link](https://x.com/jptissot1/status/1927303777633096073) 2025-05-27T10:00Z [----] followers, [---] engagements "@finphysnerd Thanks for flagging the company. Will check. But need to ask When you say you have 50% is that from irreplaceable capital Like family savings or a small account where if you lose that 50% it would not hurt Like I want to assess how crazy are you 🤣" [X Link](https://x.com/jptissot1/status/1927342779333534106) 2025-05-27T12:35Z [----] followers, [---] engagements "@tom_grlla @finphysnerd You might be right but Inhave a flash that he wrote somewhere [--] or 40% still. The question is still valid" [X Link](https://x.com/jptissot1/status/1927349004137898366) 2025-05-27T12:59Z [----] followers, [--] engagements "@finphysnerd Thanks mate So indeed then it is serious thing for you. Appreciate the colour" [X Link](https://x.com/jptissot1/status/1927355136247996769) 2025-05-27T13:24Z [----] followers, [---] engagements "@NotebookLM Come one when can we group the notebooks All notebooks appear together but grouping them per topic is impossible. We need folders tks vm" [X Link](https://x.com/jptissot1/status/1927626684594807078) 2025-05-28T07:23Z [----] followers, [---] engagements "@KaiSiefert @shelly_IoT Tell us more" [X Link](https://x.com/jptissot1/status/1930160038301114643) 2025-06-04T07:09Z [----] followers, [---] engagements "@OtterMarket @Kreuzmann13 Always the same but puzzled how people can keep hopeful and keep falling. Got pitched this so many times. Red flags where everywhere" [X Link](https://x.com/jptissot1/status/1930175766920139075) 2025-06-04T08:12Z [----] followers, [---] engagements "And not paying for that CAPEX needed to increase production That part is massive and tells you a lot of the kind of company Shelly is becoming Clearly there are more eyes on the story now but still I believe besides our small cap community guys here on twitter here the story is widely unknown" [X Link](https://x.com/jptissot1/status/1930209655621308474) 2025-06-04T10:26Z [----] followers, [---] engagements "@shelly_IoT @KaiSiefert Can you provide a teaser" [X Link](https://x.com/jptissot1/status/1930236124733014242) 2025-06-04T12:12Z [----] followers, [--] engagements "👀👀👀 Very good meeting with @shelly_IoT yesterday. Theyre highly invested in driving forward the energetic capabilities of their products. Very good meeting with @shelly_IoT yesterday. Theyre highly invested in driving forward the energetic capabilities of their products" [X Link](https://x.com/jptissot1/status/1930236247462576547) 2025-06-04T12:12Z [----] followers, [----] engagements "@ClarkSquareCap Hey Armando Thank you glad you liked it Long time not talk things rolling here. Hope everything is amazing on your side and lets catch up at some point during the summer" [X Link](https://x.com/jptissot1/status/1930539245782884833) 2025-06-05T08:16Z [----] followers, [---] engagements "@NotebookLM When are you enabling folders so we can group the notebooks" [X Link](https://x.com/jptissot1/status/1933240280779489572) 2025-06-12T19:09Z [----] followers, [--] engagements "Hey It is [--] months into this chaos administration and your party has not been able to create a leader that can compete in [---] years no one visible yet a complete ghost of a party and that will only fuel that the current administration (by whoever the current person in charge chooses to replace him) will stay [--] more years. Another mess up like the one of the previous election in the horizon for the democrats Time to have one visible smart voice now" [X Link](https://x.com/jptissot1/status/1934487174805676502) 2025-06-16T05:44Z [----] followers, [---] engagements "@mascarosergi Yes" [X Link](https://x.com/jptissot1/status/1934947993322762307) 2025-06-17T12:15Z [----] followers, [---] engagements "@TJuroszek Thanks Tomasz will have a look Do not follow that one If you have any comment on it I welcome your enlightenment" [X Link](https://x.com/jptissot1/status/1934956427975815478) 2025-06-17T12:48Z [----] followers, [---] engagements "@carambar007 How I am or anyone is supposed to know that Ask the sell side" [X Link](https://x.com/jptissot1/status/1934980906093097171) 2025-06-17T14:26Z [----] followers, [--] engagements "@Copilot @blkslymn So disclose that in the main tweet so all people from outside the us do not waste time And provide an estimate of worldwide toll out" [X Link](https://x.com/jptissot1/status/1935223127551737956) 2025-06-18T06:28Z [----] followers, [--] engagements "Will you let us know when reports will bring correct and up to date data. I see only hype on perplexity finance anytime I try to use it it comes with wrong numbers even for the most liquid stocks. I find Gemini and frock vastly superior but marketing of perplexity makes me check once in awhile to realize Gemini and grok are better" [X Link](https://x.com/jptissot1/status/1935989266267476139) 2025-06-20T09:13Z [----] followers, [---] engagements "@arielarmelv Por eso perdimos Que les quiten la entrada de por vida al estadio" [X Link](https://x.com/jptissot1/status/1936047029249314867) 2025-06-20T13:02Z [----] followers, [---] engagements "Financial statements - earning call transcripts / conference transcripts- and management letters when possible - = next step and my ideal wish would be: create an agent that pulls exactly that out of all documents (particularly from filings/ anual reports (telling the agent what to ignore what to take into account) and I have ready what I need to put into NotebookLM" [X Link](https://x.com/jptissot1/status/1940990274336870509) 2025-07-04T04:25Z [----] followers, [---] engagements "👇👇👇 so key point below and cannot agree more specially that there is a dangerous investment message by some others to clone and proud cloning cloning. Nothing more lazy and dangerous than that That attitude is a reflection of laziness with dangerous consequences Get ideas from others yes of course but never delegate work never delegate your thinking And never ever delegate an investment desicion You will never be unique And you will never have conviction The Cost of Copying: Why You Must Think for Yourself By @shyamsek Stop Copying Start Thinking: Discover why real investors never follow" [X Link](https://x.com/jptissot1/status/1941480167504859613) 2025-07-05T12:51Z [----] followers, [----] engagements "@MicroCapClub @pbcinc Well deserved No one who has dogged so dip in this name Well well deserved" [X Link](https://x.com/jptissot1/status/1942577154761314601) 2025-07-08T13:30Z [----] followers, [---] engagements "👇 Correct People often tend to think in absolutes choosing one extreme or the other. Few recognize that business evolution involves embracing ANDs rather than OR/VS options $GOOGL It's not $GOOG Search vs AI. It's Search and AI. CEO Sundar Pichai: "Overall queries and commercial queries on Search continue to grow year-over-year." It's not $GOOG Search vs AI. It's Search and AI. CEO Sundar Pichai: "Overall queries and commercial queries on Search continue to grow year-over-year."" [X Link](https://x.com/jptissot1/status/1948356592425894216) 2025-07-24T12:16Z [----] followers, [----] engagements "Haha no @SharogradskyM . Shelly is owned mostly by European investors and right now as you know all Europe is on holidays hahaha except crazy fund managers and Shelly employees Once Europeans are back in [--] weeks from holidays they will catch up with the news. 🤣🤣🤣 People even dont understand the value of it 🤣🤣🤣 otherwise how shares down 🤣🤣🤣 People even dont understand the value of it 🤣🤣🤣 otherwise how shares down 🤣🤣🤣" [X Link](https://x.com/jptissot1/status/1948749449494249836) 2025-07-25T14:17Z [----] followers, [----] engagements "@BobbyKKraft 🔥🔥🔥" [X Link](https://x.com/jptissot1/status/1949783286173077923) 2025-07-28T10:45Z [----] followers, [---] engagements "My two cents: I try to avoid thinking even about this. It drags me to make predictions about things I have zero control and disposes my bias also indeed need to leave room for optionality and macro optionality exists meaning ai real effect who knows - what max I can do is to leave th safer part of my barbell in the folio larger but I need to ensure on the other side I remain aggressive otherwise Inwill be leaving opportunities = in my case if I have too much cash/gold I have to allow large positions on my high conviction names (as long as they grow organically not adding like a maniac) and" [X Link](https://x.com/jptissot1/status/1950127290911801351) 2025-07-29T09:32Z [----] followers, [---] engagements "@Symmetry_Invest Wao great news" [X Link](https://x.com/jptissot1/status/1952440407805063340) 2025-08-04T18:44Z [----] followers, [---] engagements "The Value investing label is inflexible or has too little flexibility delegates a lot of thinking loves cloning and it is stuck in old convictions. The pure value investing crowd has never understood the level of optionality. In fact if you are as an investor and after years of investing still label your self (value or whatever it is an indication of your inflexibility) as I did when I began- investing it is" [X Link](https://x.com/jptissot1/status/1959508916158538102) 2025-08-24T06:51Z [----] followers, [----] engagements "@SwissTPortfolio Are you based in Zurich If yes dm never thought apure micro cap investor in these shores" [X Link](https://x.com/jptissot1/status/1959861480712495306) 2025-08-25T06:12Z [----] followers, [---] engagements "@SpecialSitsNews I thought the democrats were the comies but this And Intel stake Scary" [X Link](https://x.com/jptissot1/status/1961048024727122337) 2025-08-28T12:47Z [----] followers, [---] engagements "@pbcinc @dagensindustri @nicholasp66 @Assaf_Nathan @RyanReeves_ @SimeonResearch_ @sammutgabi Amazing you guys that were sooo early" [X Link](https://x.com/jptissot1/status/1961124581168890194) 2025-08-28T17:51Z [----] followers, [---] engagements "If there is a local team this will be awesome Shelly opening new markets 🚀 Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board 🌟 #HelloBenelux #LocalExpansion https://t.co/lzLwS9tUgs 🚀 Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board" [X Link](https://x.com/jptissot1/status/1963850531811606913) 2025-09-05T06:23Z [----] followers, [----] engagements "@escvel0city11 30% move (at some point) on a stock for this What kind of people trade stocks in Sweden" [X Link](https://x.com/jptissot1/status/1966164127023538261) 2025-09-11T15:37Z [----] followers, [----] engagements "@fedex774 The company management refuses to speak to investors Infind very odd their response. The majority shareholder controls almost 50% of the stock and cannot be bothered. When you have such a large shareholder you need to get to know them . I found their IR very very odd" [X Link](https://x.com/jptissot1/status/1967555436330279060) 2025-09-15T11:45Z [----] followers, [---] engagements "@SharogradskyM @SvenNordenstam Great points my dear Mark And yes people can decide to speak with customers or any stakeholders with proper research- or -listen to journalist as their source to form an opinion on a company. I think we know what is better or what should put us closer to the reality" [X Link](https://x.com/jptissot1/status/1967865595367670064) 2025-09-16T08:18Z [----] followers, [---] engagements "@mascarosergi So now you understand 🤣" [X Link](https://x.com/jptissot1/status/1968672837952066040) 2025-09-18T13:45Z [----] followers, [---] engagements "@mascarosergi Yes yes that is the better word You will feel it more and more the more things you do" [X Link](https://x.com/jptissot1/status/1968692584227705051) 2025-09-18T15:04Z [----] followers, [---] engagements "Friends: We moved the distribution of Araucas letter from Mail-chimp to @Wix (premium) and it went in very large numbers to Spam. - Please always check Spam but need to check why in Wix that happens. Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed" [X Link](https://x.com/jptissot1/status/1969647269646311789) 2025-09-21T06:17Z [----] followers, [----] engagements "@SharogradskyM Oh happy new Jewish year" [X Link](https://x.com/jptissot1/status/1970140738701730262) 2025-09-22T14:58Z [----] followers, [---] engagements "Andy you are a pillar of the investing community on this platform Thank you for your great kindness and as always it is super great to see you Until the next time my dear friend @evfcfaddict Having an 179% cagr over [---] years (after fees) is the one thing but let me kindly learn from your investment journeys is the other. A blast every time to meet you @jptissot1 one of the greats of the game https://t.co/ixvIawUxbC Having an 179% cagr over [---] years (after fees) is the one thing but let me kindly learn from your investment journeys is the other. A blast every time to meet you @jptissot1 one" [X Link](https://x.com/jptissot1/status/1972622152999580042) 2025-09-29T11:19Z [----] followers, [----] engagements "@SharogradskyM Extraordinary execution" [X Link](https://x.com/jptissot1/status/1975635554390950313) 2025-10-07T18:53Z [----] followers, [---] engagements "Shellys third-quarter preliminary results were a powerful rebuttal to the markets recent skepticism. Q32025 Revenues grew by 44% year-over-year surpassing the company's own guidance of 40%. Again Shelly is extremely consistent with the communication so this should not be a major surprise but it always is. Much of the market's doubt in my view came from a misunderstanding of Shelly's decision to refuse Amazon's unfavorable terms. Instead of seeing it as a sign of weakness I see it as a demonstration of immense pricing power and brand control which is completely missed until now by the market." [X Link](https://x.com/jptissot1/status/1975796951032483979) 2025-10-08T05:34Z [----] followers, [----] engagements "I hope you do not get angry with this answer and I say it with candor I personally have thousands of companies I do not understand and are in my hard pile. But imho if you *by your self * after following Shelly for [--] years do not get its moat it might be that the company is in your too hard pile. If you need other to tell you it is never a good sign with that said you are welcome to read my letters that for over [--] years I have explained that to my investors. And I hope you get this the right way" [X Link](https://x.com/jptissot1/status/1975826061268054338) 2025-10-08T07:30Z [----] followers, [---] engagements "@ricardog_77 and I worked for years and never had the chance to actually meet in person this changed a few weeks ago and I was delighted to spend a few days with him. Thank you my friend and up and to the right Pd for the super Millonarios T-shirts :) Happy to have been in Zurich a few days ago with my mentor and great friend @jptissot1 Grateful for these years of learning and building a great friendship with one of the best investors and friends in the world. It's truly rare to find people you can trust and talk about https://t.co/YXwZJyp0ua Happy to have been in Zurich a few days ago with" [X Link](https://x.com/jptissot1/status/1975929301896933831) 2025-10-08T14:20Z [----] followers, [---] engagements "🙏🙏🙏 thank you dear @Assaf_Nathan appreciate these words lot. Indeed I remember Opera and there are moreso many adventures we have in this business @jptissot1 You write so well. Very beautiful post. I totally agree. Ive seen you act like that in real time without hesitation. Remember Opera and what you told me when I asked about it It would also be a good example. @jptissot1 You write so well. Very beautiful post. I totally agree. Ive seen you act like that in real time without hesitation. Remember Opera and what you told me when I asked about it It would also be a good example" [X Link](https://x.com/jptissot1/status/1976661392276242721) 2025-10-10T14:49Z [----] followers, [----] engagements "$TPL my second biggest holding just had an amazing quarter - just check the numbers" [X Link](https://x.com/jptissot1/status/991055688985141249) 2018-04-30T20:44Z [----] followers, [--] engagements "Sharing a nice investing letter. Interesting discussions on $TPL $CLWY and Value Investing thoughts http://goo.gl/Z6sj8V http://goo.gl/Z6sj8V" [X Link](https://x.com/jptissot1/status/994501796063334400) 2018-05-10T08:57Z [----] followers, [--] engagements "Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. And most importantly I share with you how I think about "sizing" the true art of portfolio management in my view. If you havent subscribed yet you can access the letter by following these steps: -Visit: -Navigate to Read and Listen -Register your email and name to download it instantly. Thank you for your interest and constant" [X Link](https://x.com/anyuser/status/1969333735762899078) 2025-09-20T09:32Z [----] followers, 17.8K engagements "Really Zelensky was responding to the vp claim that diplomacy could end the war pointing out that Russia has broken every deal like the [----] agreement with Macron and Merkel. He asked What diplomacy are you talking abouta fair question not an insult. vance had no real answer and accused Zelensky of disrespect to dodge his weak stance. This public rebuke/scene/show made the U.S. look petty humiliating an ally fighting for freedom. It looks aa shameful move that unfortunately blocks Americas credibility to all allies. why trust an administration that scolds its partners instead of addressing" [X Link](https://x.com/anyuser/status/1895555774128222445) 2025-02-28T19:24Z [----] followers, 29.1K engagements ""Half the reason the consulting industry exists is because companies would rather pay hundreds of thousands of dollars for advice from someone in a nice suit than listen to a line worker who knows exactly whats wrong with the company but has dirty fingernails."" [X Link](https://x.com/anyuser/status/1031997502000640000) 2018-08-21T20:12Z [----] followers, [---] engagements "12 years managing capital and Im more convinced than ever: real returns come from relentless constant permanent diligence in our existing holdings. Permanently testing our investment hypothesis against fresh facts weigh optionalitys impact (materialisation of optionality + emergence of new free optionality) and reassess valuation based on all of it. Its tough as many times when the ruthless diligence tells you you are into something stock performance lags mostly as people do not believe in the story or find reasons to not like it and that can last for long periods. = but if your permanent" [X Link](https://x.com/anyuser/status/1930214377497440649) 2025-06-04T10:45Z [----] followers, 42.2K engagements "Question for investors with +5 years of experience: What factor/aspect/habit you originally thought correct/useful and today you think the exact opposite (you think is harmful)" [X Link](https://x.com/anyuser/status/1286771059799334912) 2020-07-24T21:11Z [----] followers, [---] engagements "1/ THREAD: Long ImmunoPrecise Antibodies (IPA- Nasdaq) $IPA is my largest holding since mid-2020 I haven't sold a share This thread is just the peak of the iceberg as IPA has made such progress that highlighting all on a thread isn't possible apologize for lots of omissions" [X Link](https://x.com/anyuser/status/1351872744439357440) 2021-01-20T12:42Z [----] followers, [---] engagements ""The Mathematics of compounding: The big losses are essentially that matter to your rate of compoundingnot the small losses- and not even the big or small gains. The big losses literally destroy your geometric returns and equivalently your wealth." Mark Spitznagel" [X Link](https://x.com/anyuser/status/1250323315865968640) 2020-04-15T07:21Z [----] followers, [---] engagements "Threat 1/ 👇: One of the characteristics that differentiate good investors from bad investors is the ability to identify OPTIONALITY in companies and their discipline to either get it for free or pay very little" [X Link](https://x.com/anyuser/status/1338813295042629632) 2020-12-15T11:48Z [----] followers, [---] engagements "@HetanShah @KimKardashian @RoyalStatSoc This is so sad to see the @RoyalStatSoc allowing a person without knowledge of statistics post and humiliate the RSS in such a way with this BS POST I wish the RSS encourages its employees to read @nntaleb 's fool by randomness before losing all reputation with such posts" [X Link](https://x.com/anyuser/status/942736316994850817) 2017-12-18T12:40Z [----] followers, [--] engagements "@DeItaOne I guess she just skipped the periods of 1914/18 and 1939/45 in history class" [X Link](https://x.com/anyuser/status/1278702443212296199) 2020-07-02T14:49Z [----] followers, [--] engagements "In [----] a man played the violin at a Washington DC Metro station in [--] minutes he made $32. Two days before that a man had sold out playing the Violin at a theater in Boston average ticket $100. The man was the same: Joshua Bell. We tend to see what we expect NOT what is there" [X Link](https://x.com/anyuser/status/1032608966801588224) 2018-08-23T12:42Z [----] followers, [---] engagements "1/ Visit at Shelly HQ: $SLYG - I recently had an inspiring meeting at Shelly and had the pleasure of meeting the visionary Dimitar Dimitrov in person. We covered numerous topics but Im particularly eager to share insights about the module among others. This module segment has the potential to be a game-changer. What started as a concept a few years ago is now on the brink of becoming a significant aspect of Shellys offerings. Leaving the meeting I felt a growing excitement; Dimitar and his team are driven by a passion for innovation progress and the development of new technologies. Witnessing" [X Link](https://x.com/anyuser/status/1783077663436894390) 2024-04-24T10:16Z [----] followers, 42.5K engagements "In Bulgaria Waiting for the Shelly Investor day to start with amazing company @pbcinc @SharogradskyM" [X Link](https://x.com/anyuser/status/1925457657785184537) 2025-05-22T07:44Z [----] followers, [----] engagements "Everybody thinks being a great investors is only about finding great companies at good prices. Great investors are quick at selling when facts change. Selling on time when u realise u hold wrong investments has an enormous compounding effect. It is just less visible" [X Link](https://x.com/anyuser/status/1695027767346168067) 2023-08-25T10:58Z [----] followers, 30K engagements "One of Arauca largest holdings just reported: Sofwave - $SOFW - $SOFW.TA -Incredible earnings - before I remind you the industry in [----] declined 20% - and Sofwave in Q2-2025 revenue grew 43% to a record $21 million; gross margin stood at 75.5%. Bottom line the company reported a net profit of approximately $1.5 million for the first time along with positive cash flow of around $3.6 million. [---] mio positive cash flow🤯 - inflection point finally fully confirmed https://mayafiles.tase.co.il/rpdf/1683001-1684000/P1683612-00.pdf https://mayafiles.tase.co.il/rpdf/1683001-1684000/P1683612-00.pdf" [X Link](https://x.com/anyuser/status/1952619741975056687) 2025-08-05T06:36Z [----] followers, 11.7K engagements "What is your hardest task at investing Mine is: how to evaluate when management isnt executing or how to estimate a problem with execution basically how to identify what is a temporal problem with execution or a permanent one. The latter is a sell signal & occurs very rarely" [X Link](https://x.com/anyuser/status/1156175551524159488) 2019-07-30T12:11Z [----] followers, [--] engagements "@HetanShah @KimKardashian @RoyalStatSoc @nntaleb @hetanshah seriously has no clue about stats he is comparing terrorism with being killed with lawnmowers - You cannot compare the two - Never - It is ok to make mistakes but not from the "head" of the RSS seriously" [X Link](https://x.com/anyuser/status/942745639481462786) 2017-12-18T13:17Z [----] followers, [--] engagements "Investing beliefs I have adjusted in the last few years: * From being a contrarian to = Being independent * From collecting a lot of info to = Filter as much info as possible * From absorbing incremental information in my investment style to = Learn from other investing styles" [X Link](https://x.com/anyuser/status/1103262715932540929) 2019-03-06T11:55Z [----] followers, [--] engagements "I just published Compounding the important things in life using a system https://medium.com/@jeanphilippe_34331/compounding-the-important-things-in-life-using-a-system-dc1b5a32ff73 https://medium.com/@jeanphilippe_34331/compounding-the-important-things-in-life-using-a-system-dc1b5a32ff73" [X Link](https://x.com/anyuser/status/1018210315094380544) 2018-07-14T19:07Z [----] followers, [--] engagements "I once thought the ability to change your mind at investing was a superpower now I'm convinced it's an essential requirement for investors. Stay alert for anything that (signal / NOT noise) can alter the rationale on anything you think. Don't be afraid of changing your mind" [X Link](https://x.com/anyuser/status/1214835420124590080) 2020-01-08T09:05Z [----] followers, [--] engagements "Shelly Group: $SLGY - We just released Arauca Capital latest letter and on it we included the link to our full Shelly write-up which you can find below. Disc: Numbers are as of Dec [----] stock is a bit up but nothing has changed. Please find below the link for the Selly write-up @ricardog_77 https://www.araucacapital.com/_files/ugd/8e225e_c457747df086454ba02e42bf3b47c322.pdf https://www.araucacapital.com/_files/ugd/8e225e_c457747df086454ba02e42bf3b47c322.pdf" [X Link](https://x.com/anyuser/status/1751228239995912414) 2024-01-27T12:58Z [----] followers, 25.3K engagements "As the interest in $SOFW / $SOFW.TA is growing fast - thought to share more broadly the write-up outlined in my H2/2024 letter (which is my latest letter) - full document as usual on Araucas website (see bio)" [X Link](https://x.com/anyuser/status/1925427715370287411) 2025-05-22T05:45Z [----] followers, [----] engagements "Huge news for Shelly Shelly x EcoFlow Partnership: Optionality in Action $SLYG Shelly Groups new partnership with EcoFlow is a textbook example of embedded optionality playing out in my view. Ive been vocal about Shellys underappreciated potential/Optionality since my original Arauca Capital thesis in 2023this deal validates much of that early conviction . Especially that I have always said Shelly is becoming a PLATFORM. This press release validates this See full Press release below: Shelly Group will co-launch Plug S Gen3 and Pro 3EM with EcoFlow (a $1.2B solar/storage worldwide leader)." [X Link](https://x.com/anyuser/status/1948676034934477130) 2025-07-25T09:25Z [----] followers, [----] engagements "I have never understood why people post on twtr - ytd results often at the end when the mkt goes down nobody does it 😂. In [----] people even posted weekly or daily and then in [----] q1 all gone. The shorter the frequency the more meaningless the result it is such a bad habit" [X Link](https://x.com/anyuser/status/1708037213974307055) 2023-09-30T08:33Z [----] followers, [----] engagements "Finally at Shelly $SLYG HQ" [X Link](https://x.com/anyuser/status/1782288928625594754) 2024-04-22T06:02Z [----] followers, [----] engagements "Munger's advice to own only [--] stocks or very few can't be taken literally for us all. It makes no sense for an investor with less than [--] years of experience to do that how are you going to learn & where are you leaving room for your mistakes The advice works for the real pros" [X Link](https://x.com/anyuser/status/1216645117840429056) 2020-01-13T08:56Z [----] followers, [--] engagements "Arauca Capital has just released the H2-2024 letter If youre subscribed it should already be in your inbox. In this letter I share our results for the last semester my thoughts on Sofwave Alphabet and Shelly along with comments on IDT some new holdings and discussions on investment narratives and my approach to capital allocation in the current macro environment. If you havent subscribed yet you can access the letter by following these steps: -Visit: -Navigate to Read and Listen -Register your email and name to download it instantly. As always thank all my partners and friends for your" [X Link](https://x.com/anyuser/status/1899133002598244729) 2025-03-10T16:19Z [----] followers, 14.3K engagements "This is my [----] annual letter. It should be my last annual letter of the partnership as I am currently finalizing the set-up of my fund. Hope you enjoy it. https://www.linkedin.com/feed/update/urn:li:activity:6807379545595949056/ https://www.linkedin.com/feed/update/urn:li:activity:6807379545595949056/" [X Link](https://x.com/anyuser/status/1401615914991337474) 2021-06-06T19:04Z [----] followers, [--] engagements "Just returned from Coeur dAlene Idaho US from the @MicroCapClub Summit. I want to express my sincere gratitude to everyone at the @MicroCapClub and especially to @iancassel and Sean Iddings for their efforts in making the summit a success. Hats off to Travis Swallow and John Swallow - CEO of Idaho Strategic Resources Inc. for giving us a wonderful tour of the mine. First time in one for me. The resort where the Summit took place was such a wonderful place great to see old friends make new ones and have interesting discussions. FYI the Latin American representation is growing big time :) We" [X Link](https://x.com/anyuser/status/1821831410962890943) 2024-08-09T08:50Z [----] followers, 12.7K engagements "This is the comment I have desagree the most with Naval. In a multipolar world countries will not want to do business with the US other countries will place barriers to access those markets. So those businesses will not be able to grow and margins will go down/earnings. The US might not have to police but then defend if rogue nations wreck havoc then no need for police but for direct attacks so what would be cheaper police Taiwan or confront a war. The fee. world has always needed a big nation we can all trust" [X Link](https://x.com/anyuser/status/1909838212752621983) 2025-04-09T05:18Z [----] followers, 11.5K engagements "The Shelly Group earning call explains once again some of the main differences with Plejd for all still asking Dimitars answer was very illustrative. If you have not watch it later. Shelly $slyg Q4/ [----] results were once again extraordinary. Shelly already has [---] installers while competitors (very good ones) have 2.5k to 3k. Shelly is taking the installer market by storm. Shelly is trading at around 20x this year earnings. The market is completely asleep about this wonderful company" [X Link](https://x.com/anyuser/status/1894310972736643418) 2025-02-25T08:58Z [----] followers, [----] engagements "Due credit to @IntrinsicInv who said it at MOI: "Great returns come from companies that move up the competitive advantage rating scale from having no moats to narrow moats to wider moats" I add too much focus is on the CURRENT moats of companies & too little on their progress" [X Link](https://x.com/anyuser/status/1044862698591309824) 2018-09-26T08:14Z [----] followers, [--] engagements "Pls do not The only valuable aspect of being here or in forums is to have both views To read what different investors think and when there are different views this enriches everyone. Pls keep posting you thoughts whatever they might be on any name. If a olace site where we belong becomes an eco chamber it loses all all all the value. And also this is a frustrating aspect everyone quotes Munger saying about stating the other side view better to have his own view and yet you see the first time anyone challenges broad views a huge emotional aspect arises. Different views enrich the ecosystem" [X Link](https://x.com/anyuser/status/1803308871626129671) 2024-06-19T06:08Z [----] followers, [----] engagements "Sharing my [----] annual letter (with a [----] update). This letter is written to and for my partners (who are all family members) the ones who have trusted me for years to manage their wealth. Non-partners can skip all except Part III. It is my journey. https://www.linkedin.com/feed/update/urn:li:activity:6678743619811201026/ https://www.linkedin.com/feed/update/urn:li:activity:6678743619811201026/" [X Link](https://x.com/anyuser/status/1273171760951840768) 2020-06-17T08:32Z [----] followers, [--] engagements "IMO the most important skill at investing that isn't talked about a lot is: the ability to think non-linearly Few people get it as famous investing books quote lessons from the past & linear thinkers extrapolate it to today without adding context. Add context to anything u learn" [X Link](https://x.com/anyuser/status/1434780470613581826) 2021-09-06T07:28Z [----] followers, [--] engagements "Arauca Capital over the weekend released the H1-2024 letter If youre subscribed you should have received it. In this letter I share some thoughts about investing in small caps and micro caps and what animal combat can teach investors. I also discuss some portfolio moves highlighting a specific update on Shellys competitive landscape which explains why I am so bullish on the company. If you havent subscribed to get the letter yet please follow these steps: - Visit - Go to Read and Listen - Register your email and name and youll be ready to download it. To all my partners and friends: Thank you" [X Link](https://x.com/anyuser/status/1830905856596082941) 2024-09-03T09:49Z [----] followers, [----] engagements "A reminder: Nothing will attract more interest in a company than a rising price of the stock. If your investment thesis is sound at a very low valuation don't expect anyone to like your idea for a while. Once the stock is +100% then you'll have 10x the # of questions/queries :)" [X Link](https://x.com/anyuser/status/1375348719466512384) 2021-03-26T07:27Z [----] followers, [--] engagements "Thread: Why very smart people lose $ shorting some stocks Take an example of companies like Tesla assuming you knew nothing about it but the financials and the twitter account of its CEO. It probably would've made you run and short it Right But you lost money and time why" [X Link](https://x.com/anyuser/status/1200352501440139270) 2019-11-29T09:55Z [----] followers, [--] engagements "1/ So lots of gaming news @AltaFoxCapital going into the big leagues with an activist campaign in $HAS I will be watching closely (love Connor's work)& what I am going to talk about Games Workshop #GAW (LONG) new game WTTW3 launched with massive success what does it mean 👇" [X Link](https://x.com/anyuser/status/1494284652277911553) 2022-02-17T12:16Z [----] followers, [--] engagements "Took one of the toughest (for me) decisions as an investor. Sold $TPL- due to extreme valuation & the size it reached in the folio. This wonderful asset has a volatile stock with patience I hope to buy it back. Had been a shareholder for [--] years not easy going for a long walk" [X Link](https://x.com/anyuser/status/1590733630631862273) 2022-11-10T15:50Z [----] followers, [--] engagements "The most important lesson for me in [----] is: "DO NOT be obsessive in any view you hold" Seeing possible outcomes in the future as possibilities instead of being "certain" or married with an idea opens your mind which makes you learn more & will save you from investing debacles" [X Link](https://x.com/anyuser/status/1346378386428592129) 2021-01-05T08:49Z [----] followers, [--] engagements "$NLAB No further comment needed 👇- 👏👏👏Well done team" [X Link](https://x.com/anyuser/status/1324248843827949568) 2020-11-05T07:15Z [----] followers, [--] engagements "I normally avoid politics but today is serious and cant help. Sharing my thoughts in a candid manner: First oversimplification Not at all I do not think so. Zelensky didnt just pull a random kick he was directly responding to the vp vague diplomacy will end the war line. He pointed to hard evidence: Russias busted every deal its signed like the [----] Paris agreement with Macron and Merkel where russian dictator promised a ceasefire and prisoner swaps but delivered neither. Zelenskys questionWhat diplomacy are you talking aboutis as real as it gets as I wrote in the previous tweet. The vp didnt" [X Link](https://x.com/anyuser/status/1895586770705949082) 2025-02-28T21:27Z [----] followers, [----] engagements "In order to answer that I need to bring back what I wrote six months ago then see the answer below: $SOFW - $SOFW.TA In my last letter I wrote: "The company just hit an inflection point and is at the brink of breaking even in Cash Flow generation and EBIT with growth set to accelerate especially if Japan regulatory approval is granted which according to management is imminent. Recurring revenues (100% margins) should continue increasing as a percentage of total revenues leading to gross margins above 75% which is the current level. Its important to mention that Sofwave's topline grew by 20%" [X Link](https://x.com/anyuser/status/1952679025521910117) 2025-08-05T10:32Z [----] followers, [----] engagements "I really enjoyed our conversation It was a pleasure being part of this episode @RyanReeves_. Thank you so much for the invitation 🙏- And of course I shared more of my thoughts on my favorite holding $SLYG New podcast episode out with @jptissot1 We cover Jean Philippe's strategy the story behind the name Arauca and a deep dive into Shelly Group. Link: https://t.co/Du5LeibLAj New podcast episode out with @jptissot1 We cover Jean Philippe's strategy the story behind the name Arauca and a deep dive into Shelly Group. Link: https://t.co/Du5LeibLAj" [X Link](https://x.com/anyuser/status/1824335120154693852) 2024-08-16T06:39Z [----] followers, [----] engagements "New podcast episode out with @jptissot1 We cover Jean Philippe's strategy the story behind the name Arauca and a deep dive into Shelly Group. Link: https://www.business-breakdowns.com/p/ep-115-jean-philippe-tissot-free https://www.business-breakdowns.com/p/ep-115-jean-philippe-tissot-free" [X Link](https://x.com/anyuser/status/1824151712556519628) 2024-08-15T18:30Z 52.6K followers, 10.4K engagements "Plejd reported today (No position) = Stock +25% up year to date 10% up just today after reporting very good numbers. Very good numbers are 26% growth. The disconnect of valuation with Shelly (Long) $SLYG is getting ridiculous. Shelly is growing 43% with world wide geographic exposure (not just Nordics and the Netherlands) and with devices with multi-protocol compability open ecosystem and massive tech flexibility Something has to give Plejd out with a hugely profitable quarter. Growth in installations continues to accelerate. Very strong outlook calling "other markets starting to take off"." [X Link](https://x.com/anyuser/status/1887778468630569468) 2025-02-07T08:20Z [----] followers, 15.2K engagements "Plejd out with a hugely profitable quarter. Growth in installations continues to accelerate. Very strong outlook calling "other markets starting to take off". On fire. This was a gift a year ago at 150kr" [X Link](https://x.com/anyuser/status/1887772172443058257) 2025-02-07T07:55Z [----] followers, 16.5K engagements "Connor as always creating value not only for his partners but for the entire investing ecosystem as minority $NLAB shareholders we are lucky to have him on our side. Fully agree with this initiative and let's make sure we file the form in @AltaFoxCapital website. Thank you A 1.1% premium and [--] SEK/share does not reflect that growth. This is why I have emails pouring in from https://t.co/74FX2gahEB from shareholders upset with the [--] SEK/share offer. I will share a portion of those over time. A 1.1% premium and [--] SEK/share does not reflect that growth. This is why I have emails pouring in" [X Link](https://x.com/anyuser/status/1351444511172538370) 2021-01-19T08:20Z [----] followers, [--] engagements "A 1.1% premium and [--] SEK/share does not reflect that growth. This is why I have emails pouring in from from shareholders upset with the [--] SEK/share offer. I will share a portion of those over time. http://www.altafoxcapital.com/nlab http://www.altafoxcapital.com/nlab" [X Link](https://x.com/anyuser/status/1351233759639724037) 2021-01-18T18:23Z 46.4K followers, [--] engagements "Something that the market has not discovered yet on $IPA is its extraordinary platform. B Cell Select platform enables the interrogation of [--] million blood cells to generate native monoclonal antibodies from any species. ABcellera one can use [--] https://analytics.deep-pharma.tech/Pharmaceutical-AI-Deals.pdf https://analytics.deep-pharma.tech/Pharmaceutical-AI-Deals.pdf" [X Link](https://x.com/anyuser/status/1355447171139645442) 2021-01-30T09:26Z [----] followers, [--] engagements "This time from the mediterranean sea I continue my long journey into understanding families who were able to preserve wealth for generations. From everything I have read about the Rothschilds this two volume from Nial Fergusson is a piece of art" [X Link](https://x.com/anyuser/status/1284771889601224707) 2020-07-19T08:47Z [----] followers, [--] engagements "$XPEL Q1 [----] expected to be 60% yoy - XPEL expects to spend more $ in acquisitions this year than the entire accumulated $ spent to date. Good companies deliver good management teams deliver Window film will be very big" [X Link](https://x.com/anyuser/status/1370045800378736643) 2021-03-11T16:15Z [----] followers, [--] engagements "Shelly - $SLYG sold [--] million units only on Black Friday - this is absolutely insane😳😳😳. Stock keeps sleeping while the results are beyond my wildest expectations" [X Link](https://x.com/anyuser/status/1864978282686345637) 2024-12-06T10:20Z [----] followers, [----] engagements "In December I spoke/ saw several investors who were "reducing risk" by selling stocks while we all were frightened and nervous I have never understood that behavior risk reduction should be coincident with the years highs and not the lows" [X Link](https://x.com/anyuser/status/1084698713124151298) 2019-01-14T06:28Z [----] followers, [--] engagements "If you want to learn more about Maxcyte and the CEO Doug the below podcast is just out of the oven #MXCT $MXCT https://www.youtube.com/watchv=iWwDU8RSeD0&ab_channel=BioHealthInnovation%2CInc https://www.youtube.com/watchv=iWwDU8RSeD0&ab_channel=BioHealthInnovation%2CInc" [X Link](https://x.com/anyuser/status/1350379861525880832) 2021-01-16T09:50Z [----] followers, [--] engagements "One of the most difficult aspects of investing I have found is deciding whether to be vocal about a company you own. Why All investment decisions are "hypotheses"; we do not really know the full picture and every investing decision involves an expectation of how the company will perform in the future. So extreme views cannot be taken. In addition once you are vocal there will always be critics and proper critics are the most beautiful thing as they allow you to evaluate the risks find something you are missing all given in a constructive conversation. However as I have seen particularly here" [X Link](https://x.com/anyuser/status/1851534271594234194) 2024-10-30T07:59Z [----] followers, [----] engagements "@welyze @PSDFinancier @TuttleCap @ShitFund 1- I have to answer with a threat as this is quite long. First disclosure I was long #BUR and several of the concerns I am going to mention where known by me I just slowly started to not accepting them and actions and responses from management started to worry me" [X Link](https://x.com/anyuser/status/1158977067830206465) 2019-08-07T05:44Z [----] followers, [--] engagements "🛎 Arauca Capital's latest letter for qualified investors was yesterday released 🛎 How to access it in case you are not on the distribution list I want to make sure everyone is aware 👇 [--] Click here: [--] Scroll down a bit then you find the H2-2023 Letter and a space to fill in with your name and email then click "Download the H2-2023 Letter" and you will immediately get it. I am thrilled to share this letter with you where I reveal some of my learnings from [--] years of managing capital. In this letter I reflect on the challenges and opportunities that I faced in my journey as an investor and a" [X Link](https://x.com/anyuser/status/1751719599324746034) 2024-01-28T21:31Z [----] followers, 17.8K engagements "$IPA for all of you interested Dr Bath just had an outstanding presentation with lots of important updates. This is my biggest holding. https://journey.ct.events/view/95414b46-c0ed-420d-a0e4-abdb25cbcdba https://journey.ct.events/view/95414b46-c0ed-420d-a0e4-abdb25cbcdba" [X Link](https://x.com/anyuser/status/1348664085177643011) 2021-01-11T16:12Z [----] followers, [--] engagements "Show me another company with this level of business execution for over [--] years Impressed Shelly Group $SLYG expects record year with over [--] million newly registered devices. Since the beginning of the year an average of approximately [-----] new Shelly devices have been activated each day. For the first time in the Companys history Shelly Group is on track to https://t.co/gxYFUkjd47 Shelly Group $SLYG expects record year with over [--] million newly registered devices. Since the beginning of the year an average of approximately [-----] new Shelly devices have been activated each day. For the first" [X Link](https://x.com/anyuser/status/1934950232304890063) 2025-06-17T12:24Z [----] followers, [----] engagements "Shelly Group $SLYG expects record year with over [--] million newly registered devices. Since the beginning of the year an average of approximately [-----] new Shelly devices have been activated each day. For the first time in the Companys history Shelly Group is on track to register over [--] million new devices in a single year. By comparison by the end of [----] the Company had registered approximately [--] million devices total since launching in [----]. https://twitter.com/i/web/status/1934946978443428347 https://twitter.com/i/web/status/1934946978443428347" [X Link](https://x.com/anyuser/status/1934946978443428347) 2025-06-17T12:11Z [----] followers, 11.8K engagements "Show me another company that grows revenues earnings do not dilute And has huge geographical market expansion potential Huge new verticals that can eclipse the core business And that is showing signs of very intelligent capital Allocation decisions as well We are proud to announce that Shelly Group is the first company to be listed on the dual segment EuroBridge on the Bulgarian Stock Exchange. Shelly's shares are now trading both on Deutsche Brse's XETRA platform and on BSEs. https://t.co/BHCA94sYeP We are proud to announce that Shelly Group is the first company to be listed on the dual" [X Link](https://x.com/anyuser/status/1814215899693326645) 2024-07-19T08:29Z [----] followers, [----] engagements "We are proud to announce that Shelly Group is the first company to be listed on the dual segment EuroBridge on the Bulgarian Stock Exchange. Shelly's shares are now trading both on Deutsche Brse's XETRA platform and on BSEs" [X Link](https://x.com/anyuser/status/1814213385141039392) 2024-07-19T08:19Z [----] followers, [----] engagements "A friend asked about some book recommendations to be a better investor. I gave him the below books they have taken me to a journey where Ive learnt as much as I could about our species & realized how flawed I am helped developing some tricks to protect my capital from my self" [X Link](https://x.com/anyuser/status/1088525253943410693) 2019-01-24T19:53Z [----] followers, [--] engagements "I had a blast pitching $SLYG - see presentation below and all the other pitches at the MCC Summit thank you Happy to see it shared across. Cc @ricardog_77 Here is the pitch session at the Summit where several members pitched their favorite idea. $ALDX $ZOM $SLYG.F $PNG.V $NLOP $CZBS $PRR.CN $038010 @DaronEvans3 @jptissot1 @CampaertGeert @kingdomcapadv @eriksen_tim @lagourgue1 and more https://t.co/SODBlomGvS Here is the pitch session at the Summit where several members pitched their favorite idea. $ALDX $ZOM $SLYG.F $PNG.V $NLOP $CZBS $PRR.CN $038010 @DaronEvans3 @jptissot1 @CampaertGeert" [X Link](https://x.com/anyuser/status/1824040142991937829) 2024-08-15T11:07Z [----] followers, [----] engagements "Here is the pitch session at the Summit where several members pitched their favorite idea. $ALDX $ZOM $SLYG.F $PNG.V $NLOP $CZBS $PRR.CN $038010 @DaronEvans3 @jptissot1 @CampaertGeert @kingdomcapadv @eriksen_tim @lagourgue1 and more https://youtu.be/-t1wi20jXdosi=rKqmwGl0xe8K7tdW https://youtu.be/-t1wi20jXdosi=rKqmwGl0xe8K7tdW" [X Link](https://x.com/anyuser/status/1824025476047737112) 2024-08-15T10:08Z 50.3K followers, 41.7K engagements "I like it when what you have in mind is executed by management (as mentioned in the thread) $IPA announced a bought deal of $10M US only in the US [--] hours later upsized to $21.7. The tone of how the $ will be used is 🔥 https://x.com/Arquitect3/status/1351872802203316224s=20 https://www.businesswire.com/news/home/20210203006041/en/ 23/ IPA did a prospectus where they can raise up to $150M I would like IPA to do a PP in order to bring institutions on board and use that capital either for acquisitions for the CRO or clearly for Talem. With the Nasdaq listing this makes total sense." [X Link](https://x.com/anyuser/status/1357231568608243712) 2021-02-04T07:36Z [----] followers, [--] engagements "23/ IPA did a prospectus where they can raise up to $150M I would like IPA to do a PP in order to bring institutions on board and use that capital either for acquisitions for the CRO or clearly for Talem. With the Nasdaq listing this makes total sense" [X Link](https://x.com/anyuser/status/1351872802203316224) 2021-01-20T12:42Z [----] followers, [--] engagements "1/ Small thoughts on Portfolio Management: My best performing stocks are TPL with a +135%EVO at 95+% MXCT +67 (added) Worst is IPA with a -48% (trimmed substantially) The self-rebalancing of risk on a portfolio is worth mentioning" [X Link](https://x.com/anyuser/status/1390186056302084096) 2021-05-06T06:05Z [----] followers, [--] engagements "1) I've been quiet for several weeks the reason is the current state of the market provides an immense amount of noise & when you are an investor in microcaps with big drawdowns it is so easy to get caught in the trap to doubt your process and what you own. I few thoughts:" [X Link](https://x.com/anyuser/status/1078550703654735872) 2018-12-28T07:18Z [----] followers, [--] engagements "Dimitar Dimitrov $SLYG Co-CEO of Shelly Group: The demand for LOQED by Shelly's innovative smart door locks is exceeding our expectations. Each newly produced batch is sold out within moments. It's very gratifying that we can see from our customers' cloud registrations that the locks are being installed by end users and are not only stockpiled by retailers. This clearly shows customer interest and the great potential of these innovative products. - Will need to revise my numbers now Shelly Group SE: Growth with Smart Locks exceeds expectations. Ok another line that management exceeds" [X Link](https://x.com/anyuser/status/1907328838226334122) 2025-04-02T07:06Z [----] followers, [----] engagements "Shelly Group SE: Growth with Smart Locks exceeds expectations. Ok another line that management exceeds expectations. It is not this a wonderful company $SLYG" [X Link](https://x.com/anyuser/status/1907328357483549090) 2025-04-02T07:04Z [----] followers, [----] engagements "$SLYG good companies execute Guidance language changed it says now the company expects EBIT above 26M EUR. 💪💪💪 . 20m eur revs in q1 aline which is a weak quarter the e company total revs in [----] were 30m EUR. Where is Shelly going Multi billionstan eventually. Disc Long Shelly $SLYG Q1 FY '24 preliminary results: Revenue +45.5 % Shelly devices +46.4 % Guidance 2024: - Revenues of EUR [---] million - EBIT above EUR [--] million https://t.co/AjqmiOORbJ Shelly $SLYG Q1 FY '24 preliminary results: Revenue +45.5 % Shelly devices +46.4 % Guidance 2024: - Revenues of EUR [---] million - EBIT above EUR" [X Link](https://x.com/anyuser/status/1777753251628143086) 2024-04-09T17:39Z [----] followers, [----] engagements "Shelly $SLYG Q1 FY '24 preliminary results: Revenue +45.5 % Shelly devices +46.4 % Guidance 2024: - Revenues of EUR [---] million - EBIT above EUR [--] million" [X Link](https://x.com/anyuser/status/1777748182518153440) 2024-04-09T17:19Z [----] followers, 14.8K engagements "1/ As $GIG - $GIGSEK is one of our core positions we at Arauca are very curious about how AI can impact the affiliation industry and are particularly interested in how the main players are reacting to it👇" [X Link](https://x.com/anyuser/status/1669660820060381187) 2023-06-16T10:58Z [----] followers, 10.7K engagements "1/ "Selling right" is one of the hardest skills in investing. Heres what I have learned about it and why most of investors do not execute it 👇" [X Link](https://x.com/anyuser/status/1698611075074187700) 2023-09-04T08:16Z [----] followers, [----] engagements "#BUR $BUR Got some questions regarding why I changed my mind on BUR from being a shareholder to exit entirely my position following earnings. I lost the trust of management and this is not about being right or wrong but about having the reasoning right. https://x.com/Arquitect3/status/1158977067830206465 @welyze @PSDFinancier @TuttleCap @ShitFund 1- I have to answer with a threat as this is quite long. First disclosure I was long #BUR and several of the concerns I am going to mention where known by me I just slowly started to not accepting them and actions and responses from management" [X Link](https://x.com/anyuser/status/1159020628000825349) 2019-08-07T08:37Z [----] followers, [--] engagements "@BrentBeshore @jasonzweigwsj This is the only interview I have seen sensible during this time. Highlights: We do not know how this will play out There will be jobs we wont recover This money printing will come bite us Everyone seems to know what is going on This is a huge message in simple words" [X Link](https://x.com/anyuser/status/1251237879654858753) 2020-04-17T19:55Z [----] followers, [--] engagements "$XPEL " OEM involvement in paint protection film grows awareness about the product category and expands the market opportunity. XPELs paint protection film-related revenue with respect to Tesla vehicles is approximately 5% of its total year-to-date revenues" [X Link](https://x.com/anyuser/status/1712437642237763831) 2023-10-12T11:58Z [----] followers, [----] engagements "US partnerships started. $SLYG US partnering with Smart Things. This is what we want to see in the US partnerships and on Monday Xetra listing. Good things" [X Link](https://x.com/anyuser/status/1783770895720341608) 2024-04-26T08:11Z [----] followers, [----] engagements "$IPA No comments :) https://www.businesswire.com/news/home/20210219005110/en/ https://www.businesswire.com/news/home/20210219005110/en/" [X Link](https://x.com/anyuser/status/1362742283989303305) 2021-02-19T12:34Z [----] followers, [--] engagements "#GAN Guess not as under the radar as it used to be but these numbers just blew my most optimistic projections. GAN's value keep increasing with time and its results. https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GAN/14371583.html https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GAN/14371583.html" [X Link](https://x.com/anyuser/status/1214086160961679361) 2020-01-06T07:27Z [----] followers, [--] engagements "Tissot Ayram Partnership in [----] had the best return so far 8421%. I told my partners to expect drawdowns and be prepared for that. I want to thank a lot of Twitter folks out there who have helped me in this journey some people here are 🔥. Now we move on and keep working" [X Link](https://x.com/anyuser/status/1346364546374656001) 2021-01-05T07:54Z [----] followers, [--] engagements "1/ Investing is acting with limited information ahead of an uncertain world. Wealth is created not by predicting that uncertain world but by having a sense of what a company can become with limited information 👇" [X Link](https://x.com/anyuser/status/1316283531518185473) 2020-10-14T07:43Z [----] followers, [--] engagements "People are addicted to forecasts/predictions/price targets etc ideally a constant stream of daily forecasts on anything that moves while ignoring completely the evaluation and accuracy of any previous forecast and that is why they do not get they are mostly useless" [X Link](https://x.com/anyuser/status/1315608151308337153) 2020-10-12T11:00Z [----] followers, [--] engagements "People keep asking Buffett and Munger for formulas on how to calculate intrinsic values. They think there is a secret sauce to their style this shows that few people get what they do" [X Link](https://x.com/anyuser/status/993053524778012674) 2018-05-06T09:03Z [----] followers, [--] engagements "$GIGSEK to buy Kafe Rocks for 3.6x EBITDA with some deferred payments similar to Ask Gamblers (partially self financing). GIG announced the media segment will generate 125-135M EUR un [----] 🔥🔥🔥- Affiliation industry with large deals recently. Long https://www.gig.com/ir-news/gaming-innovation-group-secures-pole-position-in-casino-affiliation-by-acquiring-kafe-rocks/ https://www.gig.com/ir-news/gaming-innovation-group-secures-pole-position-in-casino-affiliation-by-acquiring-kafe-rocks/" [X Link](https://x.com/anyuser/status/1722099128383963614) 2023-11-08T03:50Z [----] followers, [----] engagements "Portfolios are full of impostors (wrong positions) our job is to eliminate them as early as possible. Identifying aspects that would break a thesis prior to the event is helpful" [X Link](https://x.com/anyuser/status/1462020197016027136) 2021-11-20T11:29Z [----] followers, [--] engagements "So many people making investment decisions only on narratives - you buy coz a write up makes sense then will sell when another narrative makes sense and scares you. - If a narrative makes you buy a narrative will make you sell too - 👇 Social media makes this harder if you often jump into narratives. But it is an opportunity for the ones who do the work doing the work enables you to identify what is an opinion vs what is a fact. Change of facts can and in many cases should make you act an opinion on the other hand should not. Stocks move a lot on the latest tweet/subs tack etc big" [X Link](https://x.com/anyuser/status/1728038295077040638) 2023-11-24T13:10Z [----] followers, [----] engagements "Happy Holidays to all my Twitter friends We wish you an amazing [----] Lets keep learning together with more adventures" [X Link](https://x.com/anyuser/status/1210844137995542528) 2019-12-28T08:45Z [----] followers, [--] engagements "Latest development on $IPA ( Talem's COVID program) with regards to the Polytope therapy 👇- interesting https://talemtherapeutics.com/polytope/ https://talemtherapeutics.com/polytope/" [X Link](https://x.com/anyuser/status/1353609126157430785) 2021-01-25T07:42Z [----] followers, [--] engagements "Somebody asked me in which state is $IPA.V today I answered with the below not sure you guys agree Maybe I am too bias. cc: @PaulAndreola @BigRig_Trader @mrjones321 @Arregius" [X Link](https://x.com/anyuser/status/1302596558496698373) 2020-09-06T13:16Z [----] followers, [--] engagements "Started to write my annual letter [----] was a year that despite being very good in results I made more mistakes than any other year some unacceptable (somehow they were concentrated in the last part of the year but folio is clean now) I'll share all what I leant when I'm done" [X Link](https://x.com/anyuser/status/1217541376361013253) 2020-01-15T20:17Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jptissot1 Jean Philippe Tissot (Condorito) 🇺🇦
Jean Philippe Tissot (Condorito) 🇺🇦 posts on X about $slyg, this is, stocks, investment the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] +5,807%
- [--] Month [------] +293%
- [--] Months [-------] -14%
- [--] Year [-------] +31%
Mentions: [--] #
- [--] Week [--] -33%
- [--] Month [--] +14%
- [--] Months [---] -40%
- [--] Year [---] +7.90%
Followers: [------] #
- [--] Week [-----] +0.55%
- [--] Month [-----] +1.10%
- [--] Months [-----] +8.80%
- [--] Year [-----] +18%
CreatorRank: [-------] #
Social Influence
Social category influence fashion brands #2141 finance 24.66% countries 8.68% stocks 5.48% technology brands 5.02% social networks 3.2% travel destinations 2.28% currencies 2.28% exchanges 1.83% automotive brands 0.91%
Social topic influence $slyg 8.22%, this is 5.94%, stocks 4.11%, investment 4.11%, growth 4.11%, tariffs 3.65%, twitter 3.2%, $ipa 3.2%, if you 3.2%, positions 2.74%
Top accounts mentioned or mentioned by @sharogradskym @pbcinc @davidkatunaric @billackman @mavixleon @iancassel @microcapclub @terramm @pernasresearch @finphysnerd @shellyiot @mascarosergi @ricardog77 @voltportfolio @simeonresearch @evfcfaddict @symmetryinvest @notebooklm @kaisiefert @assafnathan
Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) Tesla, Inc. (TSLA) Burford Capital Limited (BUR) Apple, Inc. (AAPL) Microsoft Corp. (MSFT) Crowdstrike Holdings Inc (CRWD)
Top Social Posts
Top posts by engagements in the last [--] hours
"I grew up seeing Amsterdam as an extremely beautiful city where entrepreneurs thrived. The Netherlands became a magnet for European headquarters drawn to an international but cozy society that http://x.com/i/article/2022942155979763712 http://x.com/i/article/2022942155979763712"
X Link 2026-02-15T08:07Z [----] followers, 42.3K engagements
"@iancassel Love it"
X Link 2026-02-06T12:35Z [----] followers, [---] engagements
"@SimeonResearch_ 😂😂😂😂"
X Link 2026-02-10T15:49Z [----] followers, [---] engagements
"Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. And most importantly I share with you how I think about "sizing" the true art of portfolio management in my view. If you havent subscribed yet you can access the letter by following these steps: -Visit: -Navigate to Read and Listen -Register your email and name to download it instantly. Thank you for your interest and constant"
X Link 2025-09-20T09:32Z [----] followers, 17.8K engagements
"@hansvantelling @VVD Here my take on the topic: How the Netherlands Pioneers of Modern Finance Are Destroying Their Own Legacy A 36% tax on unrealized gains is economic suicide https://x.com/jptissot1/status/2022945880572141708 https://t.co/WrgU6oIUfx https://x.com/jptissot1/status/2022945880572141708 https://t.co/WrgU6oIUfx"
X Link 2026-02-15T08:14Z [----] followers, [----] engagements
"@david_katunaric 🙏"
X Link 2026-02-15T09:18Z [----] followers, [---] engagements
"A lot of people asking about AI use for research - Look out of a fun conversation with a friend where I was showing the tons f overviews I created I converted one into a video and for fun created these guys. But this is Vitalhub earnings FY released last week. Imagine you are a know nothing on the company this is very useful or want a faster update this is also very useful. You can also join the conversation which is mind blowing. Maybe I will have John and Helga discuss my other holdings soon :) 🤣 Vitalhub [----] Full Year results Analysis and Discussion with John and . via @YouTube"
X Link 2025-03-30T11:42Z [----] followers, [----] engagements
"@evfcfaddict @PenttiJokinen Fully agree"
X Link 2025-03-30T11:42Z [----] followers, [---] engagements
"@pbcinc Exactly"
X Link 2025-03-31T13:24Z [----] followers, [---] engagements
"Tell is more would love your insights I am buying/bought $GOOGL at these levels I fully agree with what your said and as my friend @pbcinc said. We had the Apple death then Meta/Facebook death and now Google. So I cannot be more excited about the future also people here in Twitter do not grasp optionality and see Googlenas a search engine alone. They ignore Eaton Isomorphic Veryex Willow just to mention some at their own peril"
X Link 2025-04-01T09:37Z [----] followers, [--] engagements
"@tanhsingh @finchat_io @pbcinc Tell us I meant"
X Link 2025-04-01T09:37Z [----] followers, [--] engagements
"Tariffs of 10% for Heard Island and McDonald Islands I had to Google it tbh - Population Zero This tells you everything about this clown show"
X Link 2025-04-02T22:41Z [----] followers, [----] engagements
"@BillAckman lol major cope"
X Link 2025-04-03T11:49Z [----] followers, [---] engagements
"@nobenchmark @SharogradskyM @Vienna13Capital @pbcinc Nop the guidance of the company only takes into account growth into existing markets the US is pure optionality and I see it the same way"
X Link 2025-04-03T16:25Z [----] followers, [----] engagements
"Great take Alex"
X Link 2025-04-04T04:45Z [----] followers, [----] engagements
"Market will be 10% up the moment this clown is fired Lutnick is a complete joke the U.S. imports $3.3 trillion of goods per year and $800 billion of services not $20 trillion. FIRE HIM IMMEDIATELY - embarrassment https://t.co/iwSJQBu8DG Lutnick is a complete joke the U.S. imports $3.3 trillion of goods per year and $800 billion of services not $20 trillion. FIRE HIM IMMEDIATELY - embarrassment https://t.co/iwSJQBu8DG"
X Link 2025-04-05T15:34Z [----] followers, [----] engagements
"Just a thought about this mess we are in. This is a 100% human made lunatic situation. A single tweet a single firing of the clown minister of commerce can dramatically change the course of things. Of course the wrong tweet can put us further into chaos. But This is not a credit event this is something that can be reversed. If you try to guess what will happen you most likely will lose money. Caution and awareness of this is a super volatile macro situation is essential. Extrapolating the last two days into the future can kill you. You can assume the actions taken n tariffs will stay and"
X Link 2025-04-05T15:48Z [----] followers, [----] engagements
"Has ever been a situation that current politians take designs with the lessons of history So yes get ready to repeat it Learning from history might have been made by leaders a few decades back but now we are leading by clowns So until the pain is too large those there will not react unfortunately. They need pain to realize and everyone loses"
X Link 2025-04-05T15:51Z [----] followers, [---] engagements
"@JMihaljevic decisions"
X Link 2025-04-05T16:13Z [----] followers, [---] engagements
"Thanks for supporting this admin since the very begging you feel winning Bill now . Your habikity to never understand second order effects is right here in your eyes once again. Your naive support for Trump ignored the massive fat tail risks that he could and actually brought but you never think in second order effects And you as a massive supporter and advocating with your millions of followers for him to win are a big part of this mess. Thank you"
X Link 2025-04-06T10:41Z [----] followers, [---] engagements
"@BillAckman A reminder of your part in this mess"
X Link 2025-04-06T10:47Z [----] followers, [---] engagements
"@BillAckman @howardlutnick You takes / posts from October to March this year and this latest trantum makes you lose so much credibility. You should have never posted anything political Time to delete Twitter"
X Link 2025-04-07T08:02Z [----] followers, [---] engagements
"Indeed Pure logic. The art of the deal lol 🤣🤣 Hearing that Europe is preparing a backup plan like we cautioned last week to tax US $800 billion tech/service export industry if Trump fails to accept their offers to lower tariffs. $MSFT $CRWD $ADBE $GOOG $AMZN $AAPL So what's the logic here to win 5% margin domestic https://t.co/GoYBiDA8IW Hearing that Europe is preparing a backup plan like we cautioned last week to tax US $800 billion tech/service export industry if Trump fails to accept their offers to lower tariffs. $MSFT $CRWD $ADBE $GOOG $AMZN $AAPL So what's the logic here to win 5%"
X Link 2025-04-08T10:36Z [----] followers, [---] engagements
"You should look internally about what is your problem not seeing second order effects - you fiercely bee deaf when asked about it . You supported someone who supported the capitol riots if you think / believed there is common sense there you have a problem. And again this in part is your fault. I wrote the below in dedication or inspired by your lack of thinking in this matter : Events unfolding globally notably in places like the US should trigger a profound introspection for every citizen living in a free society. Witnessing democratic processes potentially challenged forces us to confront"
X Link 2025-04-08T10:40Z [----] followers, [---] engagements
"These are the second order consequences of the US tariffs non sense. The US tariff debacle is making the whole world to look closer-to China. Instead of the US isolating China the world (besides US) is going to try to do more business with them replacing commerce with the US. The more China economic dependence grows with the non US world the easier and less risky for retaliation becomes the possibility of an attack to Taiwan. Which that is the biggest grey swan we have. This non sense from the US is utterly dangerous. Constructive phone call discussion with Premier Li Qiang. We took stock of"
X Link 2025-04-08T10:48Z [----] followers, [----] engagements
"@morganhousel Same in politics 🤣"
X Link 2025-04-08T10:50Z [----] followers, [---] engagements
"@BillAckman Did you tell them you supported like crazy this administration Also did not know Canadas coffee ☺ is it good😂"
X Link 2025-04-09T13:07Z [----] followers, [---] engagements
"1/ A lot of people demonize equity investors for discussing "macro things" during times like this. I believe this perspective is misguided. Ignoring macroeconomic factors is irresponsible; however acting based on a sloppy or emotional analysis can be disastrous. Therefore discussing these issues should not be mistaken for acting impulsively. 👇"
X Link 2025-04-09T14:24Z [----] followers, [----] engagements
"2/ First this is one of the fastest pronounced market sell-offs in history. It is human-made it can affect every single company it is disrupting global trade dynamics and it has numerous ripple effects some of which carry extraordinarily negative consequences. Ignoring what is happening I believe is simply irresponsible. However that does not mean you should act in panic; rather we should remain highly aware of the situation"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"3/ We have been misled into believing that stocks always go up which is false. That notion applies only to a select few indices and even those indices have vastly different compositions of individual stocks over time. You do not want to believe this in Germany in the early 1900s Russia [----] China [----] most European countries in [----]. Sometimes bad things happen. Through history unless a country does not lose war or decide to become communist the odds for a total collapse are very very low but still it is important to have clear the whole big picture"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"4/ Now most currently If global trading dynamics are impactedwhether tariffs are reduced to zero and doing business becomes easier or the opposite as we are seeing todaythis is something that must be thoroughly evaluated. Additionally potential "grey swans" such as the collapse of the bond market or China's stance and a potential real threat to Taiwan need to be carefully monitored"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"5/ There is a fundamental difference between acting on the assumption of "you know" what will happen versus evaluating what is happening and reassessing one's exposure to ensure that a companys conviction remains not too harmed in the current environment and also for potential scenarios. As an investor it is crucial to remain informed but avoid acting on what you "think" might happen. This is the kind of reactive behavior that should be avoided"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"6/ Assessing potential outcomes is completely ok and aiming to maintain a portfolio resilient enough to weather any of those scenarios is important. Here are examples of potential outcomes although this is not an exhaustive list it is just for illustrative purposes and the thought process:"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"7/ The worst outcome**: China and the US do not back down China devalues the Yuan sells treasuries and starts threatening Taiwan. The Fed's response becomes limited as inflationary pressures resurface. If this occurs the situation resembles those memes of the dog sitting in a room on fire. This would be the worst-case scenario where holding a portion of assets in cash and gold would serve as the only cushion and of course some hedges if you can find them cheap before is too late. Lesson: maintain some allocation in these types of assets"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"8/ The bad outcome**: Neither side backs down on tariffs but bond yields do not spike dramatically. China does not escalate tensions by devaluing its currency and does not escalate threats against Taiwan. Tariffs remain in place leading to an entirely different global trading dynamic. In this case the same principle applies as above but some companies may still thrive in this environment while others suffer significantly. Analysing the potential impact of this scenario on ones portfolio and avoiding companies with large negative exposure to this situation would be prudent"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"9/ A great positive outcome: Everyone regains their senses and global tariffs are eliminated resulting in easier trade between countries. Ending up in this scenario without adequate stock exposure would be highly regrettable. And equally regrettably would be not buying anything during the sell off"
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"END/ In reality the outcome will likely be a combination of various scenarios something inherently impossible to predict maybe even a positive or negative black swan who the hell knows. However analysing potential outcomes and building a portfolio that can withstand any combination of surprises or scenarios is a responsible approach. What is irresponsible is acting on the assumption that you know which scenario will unfold and placing undue confidence in your "macro analysis." meaning position your self for that scenario only. This is the kind of behaviour that should always be avoided."
X Link 2025-04-09T14:24Z [----] followers, [---] engagements
"More execution Today will not be the day the stock re rates but what a hell of execution over a long period of this company Shelly Group $SLYG Q1 '25 preliminary results: Revenues of EUR 26.5m (+29%) No significant impacts of the tariffs expected for the company. Full results will be published on May [--]. https://t.co/wcmDjnmnre Shelly Group $SLYG Q1 '25 preliminary results: Revenues of EUR 26.5m (+29%) No significant impacts of the tariffs expected for the company. Full results will be published on May [--]. https://t.co/wcmDjnmnre"
X Link 2025-04-09T14:41Z [----] followers, [----] engagements
"Is this 7D dimensional chess right. Scary stuff and we are not even a week of the announcement. These are the kind of things I do not want when companies tart changing behaviour JUST IN: Amazon $AMZN cancels some inventory orders from China after tariffs per Reuters. JUST IN: Amazon $AMZN cancels some inventory orders from China after tariffs per Reuters"
X Link 2025-04-09T14:42Z [----] followers, [---] engagements
"@foso_defensivo Love it Me encant"
X Link 2025-04-10T19:45Z [----] followers, [----] engagements
"@paulg Exactly"
X Link 2025-04-14T05:07Z [----] followers, [---] engagements
"@SharogradskyM lol But it is unbelievable the difference of being listed in Sweden and Germany"
X Link 2025-04-16T15:07Z [----] followers, [---] engagements
"@RDinsdaleRound Why are you paying an add for this"
X Link 2025-04-17T11:53Z [----] followers, [--] engagements
"@ValueInvestJpn Interesting do they unlock value like the spin out companies Or they behave as a truly conglomerate How is valuation I like everything you said just having all under one umbrella is incredible complex. Will love your thoughts about it Gracias"
X Link 2025-04-18T10:19Z [----] followers, [--] engagements
"Trade futures Eg eurusd; Just type EUR then lots of options come - select futures then select the month you want the you have it if you select the o month with the infinite logo that is the next month. It is very simple or put the future ticker I do not remember it now but you find it in secon. I can show you when I am in front of my pc later if you cant. You have to have ticked when you opened the account futures otherwise you will not ba able to trade and then you need to request it before"
X Link 2025-04-22T10:49Z [----] followers, [---] engagements
"@iancassel @MicroCapClub Would love to be there :) enjoy guys"
X Link 2025-04-24T06:40Z [----] followers, [---] engagements
"@david_katunaric Yes"
X Link 2025-05-05T08:41Z [----] followers, [---] engagements
"So I see more people starting to understand the story here. Still extremely early days I had the pleasure of collaborating with @david_katunaric on Sofwave Medical $SOFW.TA listed in Tel Aviv. The outcome is much better than I could have ever written myself which is why you must subscribe to David's Sub. Sofwave Medical is an incredibly misunderstood cheap I had the pleasure of collaborating with @david_katunaric on Sofwave Medical $SOFW.TA listed in Tel Aviv. The outcome is much better than I could have ever written myself which is why you must subscribe to David's Sub. Sofwave Medical is an"
X Link 2025-05-07T12:05Z [----] followers, [----] engagements
"@SharogradskyM As the top line results of Shelly were already given I expected no move. I am super positively surprised by the move and the large volume maybe we passed the face where institutions still comment/ask but it is a Bulgarian company :) see you all in Sofia"
X Link 2025-05-15T16:49Z [----] followers, [---] engagements
"@mavix_leon @SharogradskyM Exactly :)"
X Link 2025-05-15T18:01Z [----] followers, [---] engagements
"@terra_mm @mavix_leon @SharogradskyM What is the name of that podcast Tks"
X Link 2025-05-15T19:55Z [----] followers, [---] engagements
"@terra_mm @mavix_leon @SharogradskyM Is more net the biggest broker in Sweden"
X Link 2025-05-17T07:25Z [----] followers, [---] engagements
"@terra_mm @unfixed_income @mavix_leon @SharogradskyM And in Sweden they are not using IBKR"
X Link 2025-05-17T13:20Z [----] followers, [---] engagements
"@pbcinc @pernasresearch @david_katunaric So more and more investors are discovering the name and identifying the value Glad to see this"
X Link 2025-05-22T03:48Z [----] followers, [---] engagements
"@Eyal__Weiss @pbcinc @pernasresearch @david_katunaric 💪💪💪"
X Link 2025-05-22T05:32Z [----] followers, [--] engagements
"🙏🙏🙏 Thanks Adi @jptissot1 @pernasresearch @david_katunaric One of the first to identify @jptissot1 fund letter discussing $SOFW.TA is also an essential read for investors. @jptissot1 @pernasresearch @david_katunaric One of the first to identify @jptissot1 fund letter discussing $SOFW.TA is also an essential read for investors"
X Link 2025-05-22T05:34Z [----] followers, [----] engagements
"Visiting Shelly warehouse @Symmetry_Invest"
X Link 2025-05-22T12:24Z [----] followers, [----] engagements
"@pbcinc @pbcinc0 Done"
X Link 2025-05-25T18:15Z [----] followers, [---] engagements
"@rzshokri Great call Let me know if you need anything in Zurich let me know. Anything to help talent at GOOG :)"
X Link 2025-05-27T10:00Z [----] followers, [---] engagements
"@finphysnerd Thanks for flagging the company. Will check. But need to ask When you say you have 50% is that from irreplaceable capital Like family savings or a small account where if you lose that 50% it would not hurt Like I want to assess how crazy are you 🤣"
X Link 2025-05-27T12:35Z [----] followers, [---] engagements
"@tom_grlla @finphysnerd You might be right but Inhave a flash that he wrote somewhere [--] or 40% still. The question is still valid"
X Link 2025-05-27T12:59Z [----] followers, [--] engagements
"@finphysnerd Thanks mate So indeed then it is serious thing for you. Appreciate the colour"
X Link 2025-05-27T13:24Z [----] followers, [---] engagements
"@NotebookLM Come one when can we group the notebooks All notebooks appear together but grouping them per topic is impossible. We need folders tks vm"
X Link 2025-05-28T07:23Z [----] followers, [---] engagements
"@KaiSiefert @shelly_IoT Tell us more"
X Link 2025-06-04T07:09Z [----] followers, [---] engagements
"@OtterMarket @Kreuzmann13 Always the same but puzzled how people can keep hopeful and keep falling. Got pitched this so many times. Red flags where everywhere"
X Link 2025-06-04T08:12Z [----] followers, [---] engagements
"And not paying for that CAPEX needed to increase production That part is massive and tells you a lot of the kind of company Shelly is becoming Clearly there are more eyes on the story now but still I believe besides our small cap community guys here on twitter here the story is widely unknown"
X Link 2025-06-04T10:26Z [----] followers, [---] engagements
"@shelly_IoT @KaiSiefert Can you provide a teaser"
X Link 2025-06-04T12:12Z [----] followers, [--] engagements
"👀👀👀 Very good meeting with @shelly_IoT yesterday. Theyre highly invested in driving forward the energetic capabilities of their products. Very good meeting with @shelly_IoT yesterday. Theyre highly invested in driving forward the energetic capabilities of their products"
X Link 2025-06-04T12:12Z [----] followers, [----] engagements
"@ClarkSquareCap Hey Armando Thank you glad you liked it Long time not talk things rolling here. Hope everything is amazing on your side and lets catch up at some point during the summer"
X Link 2025-06-05T08:16Z [----] followers, [---] engagements
"@NotebookLM When are you enabling folders so we can group the notebooks"
X Link 2025-06-12T19:09Z [----] followers, [--] engagements
"Hey It is [--] months into this chaos administration and your party has not been able to create a leader that can compete in [---] years no one visible yet a complete ghost of a party and that will only fuel that the current administration (by whoever the current person in charge chooses to replace him) will stay [--] more years. Another mess up like the one of the previous election in the horizon for the democrats Time to have one visible smart voice now"
X Link 2025-06-16T05:44Z [----] followers, [---] engagements
"@mascarosergi Yes"
X Link 2025-06-17T12:15Z [----] followers, [---] engagements
"@TJuroszek Thanks Tomasz will have a look Do not follow that one If you have any comment on it I welcome your enlightenment"
X Link 2025-06-17T12:48Z [----] followers, [---] engagements
"@carambar007 How I am or anyone is supposed to know that Ask the sell side"
X Link 2025-06-17T14:26Z [----] followers, [--] engagements
"@Copilot @blkslymn So disclose that in the main tweet so all people from outside the us do not waste time And provide an estimate of worldwide toll out"
X Link 2025-06-18T06:28Z [----] followers, [--] engagements
"Will you let us know when reports will bring correct and up to date data. I see only hype on perplexity finance anytime I try to use it it comes with wrong numbers even for the most liquid stocks. I find Gemini and frock vastly superior but marketing of perplexity makes me check once in awhile to realize Gemini and grok are better"
X Link 2025-06-20T09:13Z [----] followers, [---] engagements
"@arielarmelv Por eso perdimos Que les quiten la entrada de por vida al estadio"
X Link 2025-06-20T13:02Z [----] followers, [---] engagements
"Financial statements - earning call transcripts / conference transcripts- and management letters when possible - = next step and my ideal wish would be: create an agent that pulls exactly that out of all documents (particularly from filings/ anual reports (telling the agent what to ignore what to take into account) and I have ready what I need to put into NotebookLM"
X Link 2025-07-04T04:25Z [----] followers, [---] engagements
"👇👇👇 so key point below and cannot agree more specially that there is a dangerous investment message by some others to clone and proud cloning cloning. Nothing more lazy and dangerous than that That attitude is a reflection of laziness with dangerous consequences Get ideas from others yes of course but never delegate work never delegate your thinking And never ever delegate an investment desicion You will never be unique And you will never have conviction The Cost of Copying: Why You Must Think for Yourself By @shyamsek Stop Copying Start Thinking: Discover why real investors never follow"
X Link 2025-07-05T12:51Z [----] followers, [----] engagements
"@MicroCapClub @pbcinc Well deserved No one who has dogged so dip in this name Well well deserved"
X Link 2025-07-08T13:30Z [----] followers, [---] engagements
"👇 Correct People often tend to think in absolutes choosing one extreme or the other. Few recognize that business evolution involves embracing ANDs rather than OR/VS options $GOOGL It's not $GOOG Search vs AI. It's Search and AI. CEO Sundar Pichai: "Overall queries and commercial queries on Search continue to grow year-over-year." It's not $GOOG Search vs AI. It's Search and AI. CEO Sundar Pichai: "Overall queries and commercial queries on Search continue to grow year-over-year.""
X Link 2025-07-24T12:16Z [----] followers, [----] engagements
"Haha no @SharogradskyM . Shelly is owned mostly by European investors and right now as you know all Europe is on holidays hahaha except crazy fund managers and Shelly employees Once Europeans are back in [--] weeks from holidays they will catch up with the news. 🤣🤣🤣 People even dont understand the value of it 🤣🤣🤣 otherwise how shares down 🤣🤣🤣 People even dont understand the value of it 🤣🤣🤣 otherwise how shares down 🤣🤣🤣"
X Link 2025-07-25T14:17Z [----] followers, [----] engagements
"@BobbyKKraft 🔥🔥🔥"
X Link 2025-07-28T10:45Z [----] followers, [---] engagements
"My two cents: I try to avoid thinking even about this. It drags me to make predictions about things I have zero control and disposes my bias also indeed need to leave room for optionality and macro optionality exists meaning ai real effect who knows - what max I can do is to leave th safer part of my barbell in the folio larger but I need to ensure on the other side I remain aggressive otherwise Inwill be leaving opportunities = in my case if I have too much cash/gold I have to allow large positions on my high conviction names (as long as they grow organically not adding like a maniac) and"
X Link 2025-07-29T09:32Z [----] followers, [---] engagements
"@Symmetry_Invest Wao great news"
X Link 2025-08-04T18:44Z [----] followers, [---] engagements
"The Value investing label is inflexible or has too little flexibility delegates a lot of thinking loves cloning and it is stuck in old convictions. The pure value investing crowd has never understood the level of optionality. In fact if you are as an investor and after years of investing still label your self (value or whatever it is an indication of your inflexibility) as I did when I began- investing it is"
X Link 2025-08-24T06:51Z [----] followers, [----] engagements
"@SwissTPortfolio Are you based in Zurich If yes dm never thought apure micro cap investor in these shores"
X Link 2025-08-25T06:12Z [----] followers, [---] engagements
"@SpecialSitsNews I thought the democrats were the comies but this And Intel stake Scary"
X Link 2025-08-28T12:47Z [----] followers, [---] engagements
"@pbcinc @dagensindustri @nicholasp66 @Assaf_Nathan @RyanReeves_ @SimeonResearch_ @sammutgabi Amazing you guys that were sooo early"
X Link 2025-08-28T17:51Z [----] followers, [---] engagements
"If there is a local team this will be awesome Shelly opening new markets 🚀 Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board 🌟 #HelloBenelux #LocalExpansion https://t.co/lzLwS9tUgs 🚀 Shelly expands to the Benelux Weve established operations in the Netherlands led by General Manager Twan Huisman with a strong local team: Menno Langedijk Janet Schouten-den Butter & Jaap Veenstra. Excited to welcome them on board"
X Link 2025-09-05T06:23Z [----] followers, [----] engagements
"@escvel0city11 30% move (at some point) on a stock for this What kind of people trade stocks in Sweden"
X Link 2025-09-11T15:37Z [----] followers, [----] engagements
"@fedex774 The company management refuses to speak to investors Infind very odd their response. The majority shareholder controls almost 50% of the stock and cannot be bothered. When you have such a large shareholder you need to get to know them . I found their IR very very odd"
X Link 2025-09-15T11:45Z [----] followers, [---] engagements
"@SharogradskyM @SvenNordenstam Great points my dear Mark And yes people can decide to speak with customers or any stakeholders with proper research- or -listen to journalist as their source to form an opinion on a company. I think we know what is better or what should put us closer to the reality"
X Link 2025-09-16T08:18Z [----] followers, [---] engagements
"@mascarosergi So now you understand 🤣"
X Link 2025-09-18T13:45Z [----] followers, [---] engagements
"@mascarosergi Yes yes that is the better word You will feel it more and more the more things you do"
X Link 2025-09-18T15:04Z [----] followers, [---] engagements
"Friends: We moved the distribution of Araucas letter from Mail-chimp to @Wix (premium) and it went in very large numbers to Spam. - Please always check Spam but need to check why in Wix that happens. Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed"
X Link 2025-09-21T06:17Z [----] followers, [----] engagements
"@SharogradskyM Oh happy new Jewish year"
X Link 2025-09-22T14:58Z [----] followers, [---] engagements
"Andy you are a pillar of the investing community on this platform Thank you for your great kindness and as always it is super great to see you Until the next time my dear friend @evfcfaddict Having an 179% cagr over [---] years (after fees) is the one thing but let me kindly learn from your investment journeys is the other. A blast every time to meet you @jptissot1 one of the greats of the game https://t.co/ixvIawUxbC Having an 179% cagr over [---] years (after fees) is the one thing but let me kindly learn from your investment journeys is the other. A blast every time to meet you @jptissot1 one"
X Link 2025-09-29T11:19Z [----] followers, [----] engagements
"@SharogradskyM Extraordinary execution"
X Link 2025-10-07T18:53Z [----] followers, [---] engagements
"Shellys third-quarter preliminary results were a powerful rebuttal to the markets recent skepticism. Q32025 Revenues grew by 44% year-over-year surpassing the company's own guidance of 40%. Again Shelly is extremely consistent with the communication so this should not be a major surprise but it always is. Much of the market's doubt in my view came from a misunderstanding of Shelly's decision to refuse Amazon's unfavorable terms. Instead of seeing it as a sign of weakness I see it as a demonstration of immense pricing power and brand control which is completely missed until now by the market."
X Link 2025-10-08T05:34Z [----] followers, [----] engagements
"I hope you do not get angry with this answer and I say it with candor I personally have thousands of companies I do not understand and are in my hard pile. But imho if you *by your self * after following Shelly for [--] years do not get its moat it might be that the company is in your too hard pile. If you need other to tell you it is never a good sign with that said you are welcome to read my letters that for over [--] years I have explained that to my investors. And I hope you get this the right way"
X Link 2025-10-08T07:30Z [----] followers, [---] engagements
"@ricardog_77 and I worked for years and never had the chance to actually meet in person this changed a few weeks ago and I was delighted to spend a few days with him. Thank you my friend and up and to the right Pd for the super Millonarios T-shirts :) Happy to have been in Zurich a few days ago with my mentor and great friend @jptissot1 Grateful for these years of learning and building a great friendship with one of the best investors and friends in the world. It's truly rare to find people you can trust and talk about https://t.co/YXwZJyp0ua Happy to have been in Zurich a few days ago with"
X Link 2025-10-08T14:20Z [----] followers, [---] engagements
"🙏🙏🙏 thank you dear @Assaf_Nathan appreciate these words lot. Indeed I remember Opera and there are moreso many adventures we have in this business @jptissot1 You write so well. Very beautiful post. I totally agree. Ive seen you act like that in real time without hesitation. Remember Opera and what you told me when I asked about it It would also be a good example. @jptissot1 You write so well. Very beautiful post. I totally agree. Ive seen you act like that in real time without hesitation. Remember Opera and what you told me when I asked about it It would also be a good example"
X Link 2025-10-10T14:49Z [----] followers, [----] engagements
"$TPL my second biggest holding just had an amazing quarter - just check the numbers"
X Link 2018-04-30T20:44Z [----] followers, [--] engagements
"Sharing a nice investing letter. Interesting discussions on $TPL $CLWY and Value Investing thoughts http://goo.gl/Z6sj8V http://goo.gl/Z6sj8V"
X Link 2018-05-10T08:57Z [----] followers, [--] engagements
"Arauca Capital has just released the H1-2025 letter If youre subscribed it should already be in your inbox. I know a bit delayed I share updates on our activities our largest holdings (Shelly Sofwave Alphabet) and I disclose some new [----] positions like Avio Intellego. And most importantly I share with you how I think about "sizing" the true art of portfolio management in my view. If you havent subscribed yet you can access the letter by following these steps: -Visit: -Navigate to Read and Listen -Register your email and name to download it instantly. Thank you for your interest and constant"
X Link 2025-09-20T09:32Z [----] followers, 17.8K engagements
"Really Zelensky was responding to the vp claim that diplomacy could end the war pointing out that Russia has broken every deal like the [----] agreement with Macron and Merkel. He asked What diplomacy are you talking abouta fair question not an insult. vance had no real answer and accused Zelensky of disrespect to dodge his weak stance. This public rebuke/scene/show made the U.S. look petty humiliating an ally fighting for freedom. It looks aa shameful move that unfortunately blocks Americas credibility to all allies. why trust an administration that scolds its partners instead of addressing"
X Link 2025-02-28T19:24Z [----] followers, 29.1K engagements
""Half the reason the consulting industry exists is because companies would rather pay hundreds of thousands of dollars for advice from someone in a nice suit than listen to a line worker who knows exactly whats wrong with the company but has dirty fingernails.""
X Link 2018-08-21T20:12Z [----] followers, [---] engagements
"12 years managing capital and Im more convinced than ever: real returns come from relentless constant permanent diligence in our existing holdings. Permanently testing our investment hypothesis against fresh facts weigh optionalitys impact (materialisation of optionality + emergence of new free optionality) and reassess valuation based on all of it. Its tough as many times when the ruthless diligence tells you you are into something stock performance lags mostly as people do not believe in the story or find reasons to not like it and that can last for long periods. = but if your permanent"
X Link 2025-06-04T10:45Z [----] followers, 42.2K engagements
"Question for investors with +5 years of experience: What factor/aspect/habit you originally thought correct/useful and today you think the exact opposite (you think is harmful)"
X Link 2020-07-24T21:11Z [----] followers, [---] engagements
"1/ THREAD: Long ImmunoPrecise Antibodies (IPA- Nasdaq) $IPA is my largest holding since mid-2020 I haven't sold a share This thread is just the peak of the iceberg as IPA has made such progress that highlighting all on a thread isn't possible apologize for lots of omissions"
X Link 2021-01-20T12:42Z [----] followers, [---] engagements
""The Mathematics of compounding: The big losses are essentially that matter to your rate of compoundingnot the small losses- and not even the big or small gains. The big losses literally destroy your geometric returns and equivalently your wealth." Mark Spitznagel"
X Link 2020-04-15T07:21Z [----] followers, [---] engagements
"Threat 1/ 👇: One of the characteristics that differentiate good investors from bad investors is the ability to identify OPTIONALITY in companies and their discipline to either get it for free or pay very little"
X Link 2020-12-15T11:48Z [----] followers, [---] engagements
"@HetanShah @KimKardashian @RoyalStatSoc This is so sad to see the @RoyalStatSoc allowing a person without knowledge of statistics post and humiliate the RSS in such a way with this BS POST I wish the RSS encourages its employees to read @nntaleb 's fool by randomness before losing all reputation with such posts"
X Link 2017-12-18T12:40Z [----] followers, [--] engagements
"@DeItaOne I guess she just skipped the periods of 1914/18 and 1939/45 in history class"
X Link 2020-07-02T14:49Z [----] followers, [--] engagements
"In [----] a man played the violin at a Washington DC Metro station in [--] minutes he made $32. Two days before that a man had sold out playing the Violin at a theater in Boston average ticket $100. The man was the same: Joshua Bell. We tend to see what we expect NOT what is there"
X Link 2018-08-23T12:42Z [----] followers, [---] engagements
"1/ Visit at Shelly HQ: $SLYG - I recently had an inspiring meeting at Shelly and had the pleasure of meeting the visionary Dimitar Dimitrov in person. We covered numerous topics but Im particularly eager to share insights about the module among others. This module segment has the potential to be a game-changer. What started as a concept a few years ago is now on the brink of becoming a significant aspect of Shellys offerings. Leaving the meeting I felt a growing excitement; Dimitar and his team are driven by a passion for innovation progress and the development of new technologies. Witnessing"
X Link 2024-04-24T10:16Z [----] followers, 42.5K engagements
"In Bulgaria Waiting for the Shelly Investor day to start with amazing company @pbcinc @SharogradskyM"
X Link 2025-05-22T07:44Z [----] followers, [----] engagements
"Everybody thinks being a great investors is only about finding great companies at good prices. Great investors are quick at selling when facts change. Selling on time when u realise u hold wrong investments has an enormous compounding effect. It is just less visible"
X Link 2023-08-25T10:58Z [----] followers, 30K engagements
"One of Arauca largest holdings just reported: Sofwave - $SOFW - $SOFW.TA -Incredible earnings - before I remind you the industry in [----] declined 20% - and Sofwave in Q2-2025 revenue grew 43% to a record $21 million; gross margin stood at 75.5%. Bottom line the company reported a net profit of approximately $1.5 million for the first time along with positive cash flow of around $3.6 million. [---] mio positive cash flow🤯 - inflection point finally fully confirmed https://mayafiles.tase.co.il/rpdf/1683001-1684000/P1683612-00.pdf https://mayafiles.tase.co.il/rpdf/1683001-1684000/P1683612-00.pdf"
X Link 2025-08-05T06:36Z [----] followers, 11.7K engagements
"What is your hardest task at investing Mine is: how to evaluate when management isnt executing or how to estimate a problem with execution basically how to identify what is a temporal problem with execution or a permanent one. The latter is a sell signal & occurs very rarely"
X Link 2019-07-30T12:11Z [----] followers, [--] engagements
"@HetanShah @KimKardashian @RoyalStatSoc @nntaleb @hetanshah seriously has no clue about stats he is comparing terrorism with being killed with lawnmowers - You cannot compare the two - Never - It is ok to make mistakes but not from the "head" of the RSS seriously"
X Link 2017-12-18T13:17Z [----] followers, [--] engagements
"Investing beliefs I have adjusted in the last few years: * From being a contrarian to = Being independent * From collecting a lot of info to = Filter as much info as possible * From absorbing incremental information in my investment style to = Learn from other investing styles"
X Link 2019-03-06T11:55Z [----] followers, [--] engagements
"I just published Compounding the important things in life using a system https://medium.com/@jeanphilippe_34331/compounding-the-important-things-in-life-using-a-system-dc1b5a32ff73 https://medium.com/@jeanphilippe_34331/compounding-the-important-things-in-life-using-a-system-dc1b5a32ff73"
X Link 2018-07-14T19:07Z [----] followers, [--] engagements
"I once thought the ability to change your mind at investing was a superpower now I'm convinced it's an essential requirement for investors. Stay alert for anything that (signal / NOT noise) can alter the rationale on anything you think. Don't be afraid of changing your mind"
X Link 2020-01-08T09:05Z [----] followers, [--] engagements
"Shelly Group: $SLGY - We just released Arauca Capital latest letter and on it we included the link to our full Shelly write-up which you can find below. Disc: Numbers are as of Dec [----] stock is a bit up but nothing has changed. Please find below the link for the Selly write-up @ricardog_77 https://www.araucacapital.com/_files/ugd/8e225e_c457747df086454ba02e42bf3b47c322.pdf https://www.araucacapital.com/_files/ugd/8e225e_c457747df086454ba02e42bf3b47c322.pdf"
X Link 2024-01-27T12:58Z [----] followers, 25.3K engagements
"As the interest in $SOFW / $SOFW.TA is growing fast - thought to share more broadly the write-up outlined in my H2/2024 letter (which is my latest letter) - full document as usual on Araucas website (see bio)"
X Link 2025-05-22T05:45Z [----] followers, [----] engagements
"Huge news for Shelly Shelly x EcoFlow Partnership: Optionality in Action $SLYG Shelly Groups new partnership with EcoFlow is a textbook example of embedded optionality playing out in my view. Ive been vocal about Shellys underappreciated potential/Optionality since my original Arauca Capital thesis in 2023this deal validates much of that early conviction . Especially that I have always said Shelly is becoming a PLATFORM. This press release validates this See full Press release below: Shelly Group will co-launch Plug S Gen3 and Pro 3EM with EcoFlow (a $1.2B solar/storage worldwide leader)."
X Link 2025-07-25T09:25Z [----] followers, [----] engagements
"I have never understood why people post on twtr - ytd results often at the end when the mkt goes down nobody does it 😂. In [----] people even posted weekly or daily and then in [----] q1 all gone. The shorter the frequency the more meaningless the result it is such a bad habit"
X Link 2023-09-30T08:33Z [----] followers, [----] engagements
"Finally at Shelly $SLYG HQ"
X Link 2024-04-22T06:02Z [----] followers, [----] engagements
"Munger's advice to own only [--] stocks or very few can't be taken literally for us all. It makes no sense for an investor with less than [--] years of experience to do that how are you going to learn & where are you leaving room for your mistakes The advice works for the real pros"
X Link 2020-01-13T08:56Z [----] followers, [--] engagements
"Arauca Capital has just released the H2-2024 letter If youre subscribed it should already be in your inbox. In this letter I share our results for the last semester my thoughts on Sofwave Alphabet and Shelly along with comments on IDT some new holdings and discussions on investment narratives and my approach to capital allocation in the current macro environment. If you havent subscribed yet you can access the letter by following these steps: -Visit: -Navigate to Read and Listen -Register your email and name to download it instantly. As always thank all my partners and friends for your"
X Link 2025-03-10T16:19Z [----] followers, 14.3K engagements
"This is my [----] annual letter. It should be my last annual letter of the partnership as I am currently finalizing the set-up of my fund. Hope you enjoy it. https://www.linkedin.com/feed/update/urn:li:activity:6807379545595949056/ https://www.linkedin.com/feed/update/urn:li:activity:6807379545595949056/"
X Link 2021-06-06T19:04Z [----] followers, [--] engagements
"Just returned from Coeur dAlene Idaho US from the @MicroCapClub Summit. I want to express my sincere gratitude to everyone at the @MicroCapClub and especially to @iancassel and Sean Iddings for their efforts in making the summit a success. Hats off to Travis Swallow and John Swallow - CEO of Idaho Strategic Resources Inc. for giving us a wonderful tour of the mine. First time in one for me. The resort where the Summit took place was such a wonderful place great to see old friends make new ones and have interesting discussions. FYI the Latin American representation is growing big time :) We"
X Link 2024-08-09T08:50Z [----] followers, 12.7K engagements
"This is the comment I have desagree the most with Naval. In a multipolar world countries will not want to do business with the US other countries will place barriers to access those markets. So those businesses will not be able to grow and margins will go down/earnings. The US might not have to police but then defend if rogue nations wreck havoc then no need for police but for direct attacks so what would be cheaper police Taiwan or confront a war. The fee. world has always needed a big nation we can all trust"
X Link 2025-04-09T05:18Z [----] followers, 11.5K engagements
"The Shelly Group earning call explains once again some of the main differences with Plejd for all still asking Dimitars answer was very illustrative. If you have not watch it later. Shelly $slyg Q4/ [----] results were once again extraordinary. Shelly already has [---] installers while competitors (very good ones) have 2.5k to 3k. Shelly is taking the installer market by storm. Shelly is trading at around 20x this year earnings. The market is completely asleep about this wonderful company"
X Link 2025-02-25T08:58Z [----] followers, [----] engagements
"Due credit to @IntrinsicInv who said it at MOI: "Great returns come from companies that move up the competitive advantage rating scale from having no moats to narrow moats to wider moats" I add too much focus is on the CURRENT moats of companies & too little on their progress"
X Link 2018-09-26T08:14Z [----] followers, [--] engagements
"Pls do not The only valuable aspect of being here or in forums is to have both views To read what different investors think and when there are different views this enriches everyone. Pls keep posting you thoughts whatever they might be on any name. If a olace site where we belong becomes an eco chamber it loses all all all the value. And also this is a frustrating aspect everyone quotes Munger saying about stating the other side view better to have his own view and yet you see the first time anyone challenges broad views a huge emotional aspect arises. Different views enrich the ecosystem"
X Link 2024-06-19T06:08Z [----] followers, [----] engagements
"Sharing my [----] annual letter (with a [----] update). This letter is written to and for my partners (who are all family members) the ones who have trusted me for years to manage their wealth. Non-partners can skip all except Part III. It is my journey. https://www.linkedin.com/feed/update/urn:li:activity:6678743619811201026/ https://www.linkedin.com/feed/update/urn:li:activity:6678743619811201026/"
X Link 2020-06-17T08:32Z [----] followers, [--] engagements
"IMO the most important skill at investing that isn't talked about a lot is: the ability to think non-linearly Few people get it as famous investing books quote lessons from the past & linear thinkers extrapolate it to today without adding context. Add context to anything u learn"
X Link 2021-09-06T07:28Z [----] followers, [--] engagements
"Arauca Capital over the weekend released the H1-2024 letter If youre subscribed you should have received it. In this letter I share some thoughts about investing in small caps and micro caps and what animal combat can teach investors. I also discuss some portfolio moves highlighting a specific update on Shellys competitive landscape which explains why I am so bullish on the company. If you havent subscribed to get the letter yet please follow these steps: - Visit - Go to Read and Listen - Register your email and name and youll be ready to download it. To all my partners and friends: Thank you"
X Link 2024-09-03T09:49Z [----] followers, [----] engagements
"A reminder: Nothing will attract more interest in a company than a rising price of the stock. If your investment thesis is sound at a very low valuation don't expect anyone to like your idea for a while. Once the stock is +100% then you'll have 10x the # of questions/queries :)"
X Link 2021-03-26T07:27Z [----] followers, [--] engagements
"Thread: Why very smart people lose $ shorting some stocks Take an example of companies like Tesla assuming you knew nothing about it but the financials and the twitter account of its CEO. It probably would've made you run and short it Right But you lost money and time why"
X Link 2019-11-29T09:55Z [----] followers, [--] engagements
"1/ So lots of gaming news @AltaFoxCapital going into the big leagues with an activist campaign in $HAS I will be watching closely (love Connor's work)& what I am going to talk about Games Workshop #GAW (LONG) new game WTTW3 launched with massive success what does it mean 👇"
X Link 2022-02-17T12:16Z [----] followers, [--] engagements
"Took one of the toughest (for me) decisions as an investor. Sold $TPL- due to extreme valuation & the size it reached in the folio. This wonderful asset has a volatile stock with patience I hope to buy it back. Had been a shareholder for [--] years not easy going for a long walk"
X Link 2022-11-10T15:50Z [----] followers, [--] engagements
"The most important lesson for me in [----] is: "DO NOT be obsessive in any view you hold" Seeing possible outcomes in the future as possibilities instead of being "certain" or married with an idea opens your mind which makes you learn more & will save you from investing debacles"
X Link 2021-01-05T08:49Z [----] followers, [--] engagements
"$NLAB No further comment needed 👇- 👏👏👏Well done team"
X Link 2020-11-05T07:15Z [----] followers, [--] engagements
"I normally avoid politics but today is serious and cant help. Sharing my thoughts in a candid manner: First oversimplification Not at all I do not think so. Zelensky didnt just pull a random kick he was directly responding to the vp vague diplomacy will end the war line. He pointed to hard evidence: Russias busted every deal its signed like the [----] Paris agreement with Macron and Merkel where russian dictator promised a ceasefire and prisoner swaps but delivered neither. Zelenskys questionWhat diplomacy are you talking aboutis as real as it gets as I wrote in the previous tweet. The vp didnt"
X Link 2025-02-28T21:27Z [----] followers, [----] engagements
"In order to answer that I need to bring back what I wrote six months ago then see the answer below: $SOFW - $SOFW.TA In my last letter I wrote: "The company just hit an inflection point and is at the brink of breaking even in Cash Flow generation and EBIT with growth set to accelerate especially if Japan regulatory approval is granted which according to management is imminent. Recurring revenues (100% margins) should continue increasing as a percentage of total revenues leading to gross margins above 75% which is the current level. Its important to mention that Sofwave's topline grew by 20%"
X Link 2025-08-05T10:32Z [----] followers, [----] engagements
"I really enjoyed our conversation It was a pleasure being part of this episode @RyanReeves_. Thank you so much for the invitation 🙏- And of course I shared more of my thoughts on my favorite holding $SLYG New podcast episode out with @jptissot1 We cover Jean Philippe's strategy the story behind the name Arauca and a deep dive into Shelly Group. Link: https://t.co/Du5LeibLAj New podcast episode out with @jptissot1 We cover Jean Philippe's strategy the story behind the name Arauca and a deep dive into Shelly Group. Link: https://t.co/Du5LeibLAj"
X Link 2024-08-16T06:39Z [----] followers, [----] engagements
"New podcast episode out with @jptissot1 We cover Jean Philippe's strategy the story behind the name Arauca and a deep dive into Shelly Group. Link: https://www.business-breakdowns.com/p/ep-115-jean-philippe-tissot-free https://www.business-breakdowns.com/p/ep-115-jean-philippe-tissot-free"
X Link 2024-08-15T18:30Z 52.6K followers, 10.4K engagements
"Plejd reported today (No position) = Stock +25% up year to date 10% up just today after reporting very good numbers. Very good numbers are 26% growth. The disconnect of valuation with Shelly (Long) $SLYG is getting ridiculous. Shelly is growing 43% with world wide geographic exposure (not just Nordics and the Netherlands) and with devices with multi-protocol compability open ecosystem and massive tech flexibility Something has to give Plejd out with a hugely profitable quarter. Growth in installations continues to accelerate. Very strong outlook calling "other markets starting to take off"."
X Link 2025-02-07T08:20Z [----] followers, 15.2K engagements
"Plejd out with a hugely profitable quarter. Growth in installations continues to accelerate. Very strong outlook calling "other markets starting to take off". On fire. This was a gift a year ago at 150kr"
X Link 2025-02-07T07:55Z [----] followers, 16.5K engagements
"Connor as always creating value not only for his partners but for the entire investing ecosystem as minority $NLAB shareholders we are lucky to have him on our side. Fully agree with this initiative and let's make sure we file the form in @AltaFoxCapital website. Thank you A 1.1% premium and [--] SEK/share does not reflect that growth. This is why I have emails pouring in from https://t.co/74FX2gahEB from shareholders upset with the [--] SEK/share offer. I will share a portion of those over time. A 1.1% premium and [--] SEK/share does not reflect that growth. This is why I have emails pouring in"
X Link 2021-01-19T08:20Z [----] followers, [--] engagements
"A 1.1% premium and [--] SEK/share does not reflect that growth. This is why I have emails pouring in from from shareholders upset with the [--] SEK/share offer. I will share a portion of those over time. http://www.altafoxcapital.com/nlab http://www.altafoxcapital.com/nlab"
X Link 2021-01-18T18:23Z 46.4K followers, [--] engagements
"Something that the market has not discovered yet on $IPA is its extraordinary platform. B Cell Select platform enables the interrogation of [--] million blood cells to generate native monoclonal antibodies from any species. ABcellera one can use [--] https://analytics.deep-pharma.tech/Pharmaceutical-AI-Deals.pdf https://analytics.deep-pharma.tech/Pharmaceutical-AI-Deals.pdf"
X Link 2021-01-30T09:26Z [----] followers, [--] engagements
"This time from the mediterranean sea I continue my long journey into understanding families who were able to preserve wealth for generations. From everything I have read about the Rothschilds this two volume from Nial Fergusson is a piece of art"
X Link 2020-07-19T08:47Z [----] followers, [--] engagements
"$XPEL Q1 [----] expected to be 60% yoy - XPEL expects to spend more $ in acquisitions this year than the entire accumulated $ spent to date. Good companies deliver good management teams deliver Window film will be very big"
X Link 2021-03-11T16:15Z [----] followers, [--] engagements
"Shelly - $SLYG sold [--] million units only on Black Friday - this is absolutely insane😳😳😳. Stock keeps sleeping while the results are beyond my wildest expectations"
X Link 2024-12-06T10:20Z [----] followers, [----] engagements
"In December I spoke/ saw several investors who were "reducing risk" by selling stocks while we all were frightened and nervous I have never understood that behavior risk reduction should be coincident with the years highs and not the lows"
X Link 2019-01-14T06:28Z [----] followers, [--] engagements
"If you want to learn more about Maxcyte and the CEO Doug the below podcast is just out of the oven #MXCT $MXCT https://www.youtube.com/watchv=iWwDU8RSeD0&ab_channel=BioHealthInnovation%2CInc https://www.youtube.com/watchv=iWwDU8RSeD0&ab_channel=BioHealthInnovation%2CInc"
X Link 2021-01-16T09:50Z [----] followers, [--] engagements
"One of the most difficult aspects of investing I have found is deciding whether to be vocal about a company you own. Why All investment decisions are "hypotheses"; we do not really know the full picture and every investing decision involves an expectation of how the company will perform in the future. So extreme views cannot be taken. In addition once you are vocal there will always be critics and proper critics are the most beautiful thing as they allow you to evaluate the risks find something you are missing all given in a constructive conversation. However as I have seen particularly here"
X Link 2024-10-30T07:59Z [----] followers, [----] engagements
"@welyze @PSDFinancier @TuttleCap @ShitFund 1- I have to answer with a threat as this is quite long. First disclosure I was long #BUR and several of the concerns I am going to mention where known by me I just slowly started to not accepting them and actions and responses from management started to worry me"
X Link 2019-08-07T05:44Z [----] followers, [--] engagements
"🛎 Arauca Capital's latest letter for qualified investors was yesterday released 🛎 How to access it in case you are not on the distribution list I want to make sure everyone is aware 👇 [--] Click here: [--] Scroll down a bit then you find the H2-2023 Letter and a space to fill in with your name and email then click "Download the H2-2023 Letter" and you will immediately get it. I am thrilled to share this letter with you where I reveal some of my learnings from [--] years of managing capital. In this letter I reflect on the challenges and opportunities that I faced in my journey as an investor and a"
X Link 2024-01-28T21:31Z [----] followers, 17.8K engagements
"$IPA for all of you interested Dr Bath just had an outstanding presentation with lots of important updates. This is my biggest holding. https://journey.ct.events/view/95414b46-c0ed-420d-a0e4-abdb25cbcdba https://journey.ct.events/view/95414b46-c0ed-420d-a0e4-abdb25cbcdba"
X Link 2021-01-11T16:12Z [----] followers, [--] engagements
"Show me another company with this level of business execution for over [--] years Impressed Shelly Group $SLYG expects record year with over [--] million newly registered devices. Since the beginning of the year an average of approximately [-----] new Shelly devices have been activated each day. For the first time in the Companys history Shelly Group is on track to https://t.co/gxYFUkjd47 Shelly Group $SLYG expects record year with over [--] million newly registered devices. Since the beginning of the year an average of approximately [-----] new Shelly devices have been activated each day. For the first"
X Link 2025-06-17T12:24Z [----] followers, [----] engagements
"Shelly Group $SLYG expects record year with over [--] million newly registered devices. Since the beginning of the year an average of approximately [-----] new Shelly devices have been activated each day. For the first time in the Companys history Shelly Group is on track to register over [--] million new devices in a single year. By comparison by the end of [----] the Company had registered approximately [--] million devices total since launching in [----]. https://twitter.com/i/web/status/1934946978443428347 https://twitter.com/i/web/status/1934946978443428347"
X Link 2025-06-17T12:11Z [----] followers, 11.8K engagements
"Show me another company that grows revenues earnings do not dilute And has huge geographical market expansion potential Huge new verticals that can eclipse the core business And that is showing signs of very intelligent capital Allocation decisions as well We are proud to announce that Shelly Group is the first company to be listed on the dual segment EuroBridge on the Bulgarian Stock Exchange. Shelly's shares are now trading both on Deutsche Brse's XETRA platform and on BSEs. https://t.co/BHCA94sYeP We are proud to announce that Shelly Group is the first company to be listed on the dual"
X Link 2024-07-19T08:29Z [----] followers, [----] engagements
"We are proud to announce that Shelly Group is the first company to be listed on the dual segment EuroBridge on the Bulgarian Stock Exchange. Shelly's shares are now trading both on Deutsche Brse's XETRA platform and on BSEs"
X Link 2024-07-19T08:19Z [----] followers, [----] engagements
"A friend asked about some book recommendations to be a better investor. I gave him the below books they have taken me to a journey where Ive learnt as much as I could about our species & realized how flawed I am helped developing some tricks to protect my capital from my self"
X Link 2019-01-24T19:53Z [----] followers, [--] engagements
"I had a blast pitching $SLYG - see presentation below and all the other pitches at the MCC Summit thank you Happy to see it shared across. Cc @ricardog_77 Here is the pitch session at the Summit where several members pitched their favorite idea. $ALDX $ZOM $SLYG.F $PNG.V $NLOP $CZBS $PRR.CN $038010 @DaronEvans3 @jptissot1 @CampaertGeert @kingdomcapadv @eriksen_tim @lagourgue1 and more https://t.co/SODBlomGvS Here is the pitch session at the Summit where several members pitched their favorite idea. $ALDX $ZOM $SLYG.F $PNG.V $NLOP $CZBS $PRR.CN $038010 @DaronEvans3 @jptissot1 @CampaertGeert"
X Link 2024-08-15T11:07Z [----] followers, [----] engagements
"Here is the pitch session at the Summit where several members pitched their favorite idea. $ALDX $ZOM $SLYG.F $PNG.V $NLOP $CZBS $PRR.CN $038010 @DaronEvans3 @jptissot1 @CampaertGeert @kingdomcapadv @eriksen_tim @lagourgue1 and more https://youtu.be/-t1wi20jXdosi=rKqmwGl0xe8K7tdW https://youtu.be/-t1wi20jXdosi=rKqmwGl0xe8K7tdW"
X Link 2024-08-15T10:08Z 50.3K followers, 41.7K engagements
"I like it when what you have in mind is executed by management (as mentioned in the thread) $IPA announced a bought deal of $10M US only in the US [--] hours later upsized to $21.7. The tone of how the $ will be used is 🔥 https://x.com/Arquitect3/status/1351872802203316224s=20 https://www.businesswire.com/news/home/20210203006041/en/ 23/ IPA did a prospectus where they can raise up to $150M I would like IPA to do a PP in order to bring institutions on board and use that capital either for acquisitions for the CRO or clearly for Talem. With the Nasdaq listing this makes total sense."
X Link 2021-02-04T07:36Z [----] followers, [--] engagements
"23/ IPA did a prospectus where they can raise up to $150M I would like IPA to do a PP in order to bring institutions on board and use that capital either for acquisitions for the CRO or clearly for Talem. With the Nasdaq listing this makes total sense"
X Link 2021-01-20T12:42Z [----] followers, [--] engagements
"1/ Small thoughts on Portfolio Management: My best performing stocks are TPL with a +135%EVO at 95+% MXCT +67 (added) Worst is IPA with a -48% (trimmed substantially) The self-rebalancing of risk on a portfolio is worth mentioning"
X Link 2021-05-06T06:05Z [----] followers, [--] engagements
"1) I've been quiet for several weeks the reason is the current state of the market provides an immense amount of noise & when you are an investor in microcaps with big drawdowns it is so easy to get caught in the trap to doubt your process and what you own. I few thoughts:"
X Link 2018-12-28T07:18Z [----] followers, [--] engagements
"Dimitar Dimitrov $SLYG Co-CEO of Shelly Group: The demand for LOQED by Shelly's innovative smart door locks is exceeding our expectations. Each newly produced batch is sold out within moments. It's very gratifying that we can see from our customers' cloud registrations that the locks are being installed by end users and are not only stockpiled by retailers. This clearly shows customer interest and the great potential of these innovative products. - Will need to revise my numbers now Shelly Group SE: Growth with Smart Locks exceeds expectations. Ok another line that management exceeds"
X Link 2025-04-02T07:06Z [----] followers, [----] engagements
"Shelly Group SE: Growth with Smart Locks exceeds expectations. Ok another line that management exceeds expectations. It is not this a wonderful company $SLYG"
X Link 2025-04-02T07:04Z [----] followers, [----] engagements
"$SLYG good companies execute Guidance language changed it says now the company expects EBIT above 26M EUR. 💪💪💪 . 20m eur revs in q1 aline which is a weak quarter the e company total revs in [----] were 30m EUR. Where is Shelly going Multi billionstan eventually. Disc Long Shelly $SLYG Q1 FY '24 preliminary results: Revenue +45.5 % Shelly devices +46.4 % Guidance 2024: - Revenues of EUR [---] million - EBIT above EUR [--] million https://t.co/AjqmiOORbJ Shelly $SLYG Q1 FY '24 preliminary results: Revenue +45.5 % Shelly devices +46.4 % Guidance 2024: - Revenues of EUR [---] million - EBIT above EUR"
X Link 2024-04-09T17:39Z [----] followers, [----] engagements
"Shelly $SLYG Q1 FY '24 preliminary results: Revenue +45.5 % Shelly devices +46.4 % Guidance 2024: - Revenues of EUR [---] million - EBIT above EUR [--] million"
X Link 2024-04-09T17:19Z [----] followers, 14.8K engagements
"1/ As $GIG - $GIGSEK is one of our core positions we at Arauca are very curious about how AI can impact the affiliation industry and are particularly interested in how the main players are reacting to it👇"
X Link 2023-06-16T10:58Z [----] followers, 10.7K engagements
"1/ "Selling right" is one of the hardest skills in investing. Heres what I have learned about it and why most of investors do not execute it 👇"
X Link 2023-09-04T08:16Z [----] followers, [----] engagements
"#BUR $BUR Got some questions regarding why I changed my mind on BUR from being a shareholder to exit entirely my position following earnings. I lost the trust of management and this is not about being right or wrong but about having the reasoning right. https://x.com/Arquitect3/status/1158977067830206465 @welyze @PSDFinancier @TuttleCap @ShitFund 1- I have to answer with a threat as this is quite long. First disclosure I was long #BUR and several of the concerns I am going to mention where known by me I just slowly started to not accepting them and actions and responses from management"
X Link 2019-08-07T08:37Z [----] followers, [--] engagements
"@BrentBeshore @jasonzweigwsj This is the only interview I have seen sensible during this time. Highlights: We do not know how this will play out There will be jobs we wont recover This money printing will come bite us Everyone seems to know what is going on This is a huge message in simple words"
X Link 2020-04-17T19:55Z [----] followers, [--] engagements
"$XPEL " OEM involvement in paint protection film grows awareness about the product category and expands the market opportunity. XPELs paint protection film-related revenue with respect to Tesla vehicles is approximately 5% of its total year-to-date revenues"
X Link 2023-10-12T11:58Z [----] followers, [----] engagements
"US partnerships started. $SLYG US partnering with Smart Things. This is what we want to see in the US partnerships and on Monday Xetra listing. Good things"
X Link 2024-04-26T08:11Z [----] followers, [----] engagements
"$IPA No comments :) https://www.businesswire.com/news/home/20210219005110/en/ https://www.businesswire.com/news/home/20210219005110/en/"
X Link 2021-02-19T12:34Z [----] followers, [--] engagements
"#GAN Guess not as under the radar as it used to be but these numbers just blew my most optimistic projections. GAN's value keep increasing with time and its results. https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GAN/14371583.html https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GAN/14371583.html"
X Link 2020-01-06T07:27Z [----] followers, [--] engagements
"Tissot Ayram Partnership in [----] had the best return so far 8421%. I told my partners to expect drawdowns and be prepared for that. I want to thank a lot of Twitter folks out there who have helped me in this journey some people here are 🔥. Now we move on and keep working"
X Link 2021-01-05T07:54Z [----] followers, [--] engagements
"1/ Investing is acting with limited information ahead of an uncertain world. Wealth is created not by predicting that uncertain world but by having a sense of what a company can become with limited information 👇"
X Link 2020-10-14T07:43Z [----] followers, [--] engagements
"People are addicted to forecasts/predictions/price targets etc ideally a constant stream of daily forecasts on anything that moves while ignoring completely the evaluation and accuracy of any previous forecast and that is why they do not get they are mostly useless"
X Link 2020-10-12T11:00Z [----] followers, [--] engagements
"People keep asking Buffett and Munger for formulas on how to calculate intrinsic values. They think there is a secret sauce to their style this shows that few people get what they do"
X Link 2018-05-06T09:03Z [----] followers, [--] engagements
"$GIGSEK to buy Kafe Rocks for 3.6x EBITDA with some deferred payments similar to Ask Gamblers (partially self financing). GIG announced the media segment will generate 125-135M EUR un [----] 🔥🔥🔥- Affiliation industry with large deals recently. Long https://www.gig.com/ir-news/gaming-innovation-group-secures-pole-position-in-casino-affiliation-by-acquiring-kafe-rocks/ https://www.gig.com/ir-news/gaming-innovation-group-secures-pole-position-in-casino-affiliation-by-acquiring-kafe-rocks/"
X Link 2023-11-08T03:50Z [----] followers, [----] engagements
"Portfolios are full of impostors (wrong positions) our job is to eliminate them as early as possible. Identifying aspects that would break a thesis prior to the event is helpful"
X Link 2021-11-20T11:29Z [----] followers, [--] engagements
"So many people making investment decisions only on narratives - you buy coz a write up makes sense then will sell when another narrative makes sense and scares you. - If a narrative makes you buy a narrative will make you sell too - 👇 Social media makes this harder if you often jump into narratives. But it is an opportunity for the ones who do the work doing the work enables you to identify what is an opinion vs what is a fact. Change of facts can and in many cases should make you act an opinion on the other hand should not. Stocks move a lot on the latest tweet/subs tack etc big"
X Link 2023-11-24T13:10Z [----] followers, [----] engagements
"Happy Holidays to all my Twitter friends We wish you an amazing [----] Lets keep learning together with more adventures"
X Link 2019-12-28T08:45Z [----] followers, [--] engagements
"Latest development on $IPA ( Talem's COVID program) with regards to the Polytope therapy 👇- interesting https://talemtherapeutics.com/polytope/ https://talemtherapeutics.com/polytope/"
X Link 2021-01-25T07:42Z [----] followers, [--] engagements
"Somebody asked me in which state is $IPA.V today I answered with the below not sure you guys agree Maybe I am too bias. cc: @PaulAndreola @BigRig_Trader @mrjones321 @Arregius"
X Link 2020-09-06T13:16Z [----] followers, [--] engagements
"Started to write my annual letter [----] was a year that despite being very good in results I made more mistakes than any other year some unacceptable (somehow they were concentrated in the last part of the year but folio is clean now) I'll share all what I leant when I'm done"
X Link 2020-01-15T20:17Z [----] followers, [--] engagements
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