# ![@skiingswimming1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1462478270520303627.png) @skiingswimming1 EuropeanQualityStocks

EuropeanQualityStocks posts on X about ai, debt, in the, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1462478270520303627/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462478270520303627/c:line/m:interactions.svg)

- [--] Week [-------] +1,128%
- [--] Month [---------] +10,869%
- [--] Months [---------] +7,386%
- [--] Year [---------] +6,097%

### Mentions: [--] [#](/creator/twitter::1462478270520303627/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462478270520303627/c:line/m:posts_active.svg)

- [--] Week [--] +14%
- [--] Month [--] +18%
- [--] Months [--] -29%
- [--] Year [---] +13%

### Followers: [---] [#](/creator/twitter::1462478270520303627/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462478270520303627/c:line/m:followers.svg)

- [--] Week [---] +1.30%
- [--] Month [---] +3.20%
- [--] Months [---] +11%
- [--] Year [---] +192%

### CreatorRank: [---------] [#](/creator/twitter::1462478270520303627/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1462478270520303627/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  38% [stocks](/list/stocks)  37% [cryptocurrencies](/list/cryptocurrencies)  9% [technology brands](/list/technology-brands)  9% [countries](/list/countries)  6% [luxury brands](/list/luxury-brands)  3% [fashion brands](/list/fashion-brands)  3% [financial services](/list/financial-services)  3% [travel destinations](/list/travel-destinations)  3% [currencies](/list/currencies)  2%

**Social topic influence**
[ai](/topic/ai) 10%, [debt](/topic/debt) 7%, [in the](/topic/in-the) 7%, [stocks](/topic/stocks) 7%, [$bcc](/topic/$bcc) 7%, [$as](/topic/$as) 6%, [$bldr](/topic/$bldr) #10, [market cap](/topic/market-cap) #1322, [$ftc](/topic/$ftc) 5%, [gold](/topic/gold) 5%

**Top accounts mentioned or mentioned by**
[@capitalatrisk23](/creator/undefined) [@marketplunger1](/creator/undefined) [@marginofdanger](/creator/undefined) [@tintincapital](/creator/undefined) [@thomabravo](/creator/undefined) [@hkuppy](/creator/undefined) [@dkhos](/creator/undefined) [@billackman](/creator/undefined) [@tclaugus2](/creator/undefined) [@longequity](/creator/undefined) [@maximusholla](/creator/undefined) [@comminvest](/creator/undefined) [@jerrycap](/creator/undefined) [@orlandobravotb](/creator/undefined) [@bharringtonw11](/creator/undefined) [@nopeitslily](/creator/undefined) [@dividenddynasty](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@kyleadamsstocks](/creator/undefined) [@nitorcap](/creator/undefined)

**Top assets mentioned**
[Boise Cascade Company (BCC)](/topic/$bcc) [Amer Sports, Inc. (AS)](/topic/$as) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Feathercoin (FTC)](/topic/$ftc) [QXO, Inc. Common Stock (QXO)](/topic/$qxo) [RigoBlock (GRG)](/topic/$grg) [Medicle (MDI)](/topic/$mdi) [Uber Technologies, Inc. (UBER)](/topic/$uber) [NuCypher (NU)](/topic/$nu) [Abercrombie & Fitch Co. (ANF)](/topic/$anf) [Global Business Travel Group, Inc. (GBTG)](/topic/$gbtg) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [D R Horton Inc (DHI)](/topic/$dhi) [GE Vernova Inc. (GEV)](/topic/$gev) [NVR, Inc. (NVR)](/topic/$nvr) [Nike Inc (NKE)](/topic/$nke) [Sprott Inc. (SII)](/topic/$sii) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Snap, Inc. (SNAP)](/topic/$snap) [AME Chain (AME)](/topic/$ame) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [TransDigm Group, Inc. (TDG)](/topic/$tdg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bought during one of my christmas walks brainstorming sesh $BFSA German/Spanish zinc refiner with good US exposure (korea zinc just partnered with US govt on smelters). Has leverage but has derated to c 12x PE. Main risk is german auto exposure $VTY"  
[X Link](https://x.com/skiingswimming1/status/2006039185552003482)  2025-12-30T16:26Z [---] followers, [---] engagements


"Vistry was a much loved UK housebuilder pretending to be a UK version of $NVR but ended up being too early and a bit of a fraud. but at 10xPE with limited debt its probably a takeover target. Thinking of increasing position on WIZZ and happy holder of Filtronic $FTC at ATH"  
[X Link](https://x.com/skiingswimming1/status/2006039187984699682)  2025-12-30T16:26Z [---] followers, [---] engagements


"Experian is funny. mgmt is a bunch of clowns 🤡 Shares down 30% on a month on AI fears and they buy random AI mortgage startups. Spent billions last few years on random startups with no return instead of buying back shares or reducing leverage wont touch until its lower"  
[X Link](https://x.com/skiingswimming1/status/2018788167726576090)  2026-02-03T20:46Z [---] followers, [---] engagements


"Wisetech $WTC looks interesting in the midst of software sell-off. dominant position in logistics software $TEP Teleperformance on like 4x PE is probably the shittiest AI risk stock but at some point you have to own (despite 3x debt)"  
[X Link](https://x.com/skiingswimming1/status/2018788509574955338)  2026-02-03T20:47Z [---] followers, [----] engagements


"Greggs $GRG -13% today. Great buying opportunity. A stock i can own and forget about it for LT. Net cash BS. Investing in supply chain and new stores. Well run. 13x PE now. Small FY profit d/g driven by hot weather. Has had issues in recent years (NI hikes min wage) so derated"  
[X Link](https://x.com/skiingswimming1/status/1940311157627330987)  2025-07-02T07:26Z [---] followers, [----] engagements


"@Comm_Invest Major Drilling International $MDI"  
[X Link](https://x.com/skiingswimming1/status/1996722801139409124)  2025-12-04T23:26Z [---] followers, [---] engagements


"@JerryCap Teleperformance and CNXC (call center stocks) are a perfect example of stocks and valuations going lower every year. 20x to 5x PE can happen LOs can take time to throw in the towel and when they do selling pressure is forever azelis similar"  
[X Link](https://x.com/skiingswimming1/status/2015581344810590365)  2026-01-26T00:23Z [---] followers, [---] engagements


"$AS Amer Sports down -20% since Investor Day in September on china tariffs and chip wilson selling to push LuLu remains great opportunity. salomon only getting started in US. Arcteryx is the new Gucci in China buying more on monday $ANF also looks interesting again Arcetryx is becoming the Gucci of china $AS shares down today -5% as beat/growth was priced in but its all about Gyna. +40% growth in China on 50% prior year comp is crazy. Q2 smallest Q. on the call co repeatedly said they were sold out of. Massive opp with women/shoes Arcetryx is becoming the Gucci of china $AS shares down today"  
[X Link](https://x.com/skiingswimming1/status/1982086597047640541)  2025-10-25T14:07Z [---] followers, [----] engagements


"Druck always said to buy first then do DD. Thanks to @hkuppy @marketplunger1 Major Drilling Group $MDI basically picks and shovels to gold miners and geared to junior miners exploration capex. net cash pos. doing small buybacks. results in [--] weeks. 20x fwd PE. 10x [----] peak"  
[X Link](https://x.com/skiingswimming1/status/1995061768071377325)  2025-11-30T09:26Z [---] followers, [---] engagements


"Long Amer Sports $AS and Short NIKe $NKE continues to be a great trade in sportswear/China. Only own one leg in PA as puts are always too risky for me to go short"  
[X Link](https://x.com/skiingswimming1/status/2001998194985611654)  2025-12-19T12:48Z [---] followers, [---] engagements


"$GBTG high conviction that GBT will get taken out soon by a software PE like @OrlandoBravoTB or even Uber @dkhos Perfect example of software co that you can gut cost with AI and has threat from agentic AI but also embedded position with corporates"  
[X Link](https://x.com/skiingswimming1/status/2002419209675145297)  2025-12-20T16:41Z [---] followers, [---] engagements


"@marginofdanger have had it on watchlist for many years now but $MTN need to cut unsustainable dividend and pay down debt. wont rerate until they address the 3bn of debt"  
[X Link](https://x.com/skiingswimming1/status/2011913050228412655)  2026-01-15T21:27Z [---] followers, [----] engagements


"@marginofdanger theyve already cut opex to the bone by fully staffing the resort with argentinians ( who are amazing btw) $mtn"  
[X Link](https://x.com/skiingswimming1/status/2011928389477617944)  2026-01-15T22:28Z [---] followers, [---] engagements


"@marketplunger1 congrats - ive moved to $SII calls for short term action and continue to hold gold miners longer term. $MDI looks interesting but own a starter position"  
[X Link](https://x.com/skiingswimming1/status/2013698293864263844)  2026-01-20T19:41Z [---] followers, [---] engagements


"$QXO raising another $1bn from apollo $BLDR and $BCC are obviously in play needs to acquire before the summer"  
[X Link](https://x.com/anyuser/status/2008152919674368251)  2026-01-05T12:25Z [---] followers, [----] engagements


"And now $QXO raising another $1.8bn from Temasek and and others bringing total raised to $3bn $BLDR is definitely a target now given current $13bn market cap +30% premium. Peak market cap in [----] was $25bn. So deal is doable but deal probably structures as cash + shares. $QXO raising another $1bn from apollo $BLDR and $BCC are obviously in play needs to acquire before the summer https://t.co/ILtinpP0Ls $QXO raising another $1bn from apollo $BLDR and $BCC are obviously in play needs to acquire before the summer https://t.co/ILtinpP0Ls"  
[X Link](https://x.com/anyuser/status/2010662311292555364)  2026-01-12T10:37Z [---] followers, [---] engagements


"has $QXO $BLDR bid leaked BLDR +10% on no news. I think QXO bid at $200 share price or $30bn EV is possible"  
[X Link](https://x.com/anyuser/status/2018709378807832753)  2026-02-03T15:33Z [---] followers, [----] engagements


"Catching falling knives Havent pulled the trigger yet but keeping eye on $TEP if it crosses below 3bn market cap sitting on c 800m of FCF Can see how it gets worse if they miss results and there is still 3bn of debt. So might think twice Experian $EXPN has collapsed"  
[X Link](https://x.com/skiingswimming1/status/2021661826044637342)  2026-02-11T19:05Z [---] followers, [---] engagements


"its still on 18x PE but with 1bn buyback now on $22bn market cap soon it will be interesting. Horrible management need to stop buying startups Need to raise prices like $FICO and/or an activist like LSE got today still on sidelines but watching both closely"  
[X Link](https://x.com/skiingswimming1/status/2021661829118980551)  2026-02-11T19:05Z [---] followers, [---] engagements


"Agree. Research analysts are absolutely useless noobs sometimes. perplexity was the main delta in the results. really wierd language used. $400m of pure profit. and yet they only ask once on the call. shit stock retarded CEO. agree looks like they are renegotating it. $Snap very little said about this on the call - in the investor letter this was the [--] and only mention of the deal "Our Q1 revenue guidance range excludes any potential revenue from the Perplexity integration as we have yet to mutually agree on a path to a https://t.co/forVS8bLTf $Snap very little said about this on the call -"  
[X Link](https://x.com/skiingswimming1/status/2019232837875167582)  2026-02-05T02:13Z [---] followers, [---] engagements


"$LSEG is still dogshit. Refinitiv is garbage can see LSEG going down another 50% today LO sold massively on the activist news today and stock still down"  
[X Link](https://x.com/skiingswimming1/status/2021663357368234400)  2026-02-11T19:11Z [---] followers, [---] engagements


"hearing chitchat in the city that Senior plc $SNR will be bid for. lonestar already bid 200p in [----] (40% above todays close) and that was rejected. Pressure on board to act. Caz is broker. 70% of biz is high quality aerospace/defence parts impacted by temporary Boeing issue"  
[X Link](https://x.com/skiingswimming1/status/1862521864737681756)  2024-11-29T15:39Z [---] followers, [---] engagements


"@bharringtonw11 Deal size is not an issue on $600m mkt cap. Ametek (40bn) would be a strategic with plenty of overlap in aerospace thermal management. $AME also $TDY or $TDG could be easy deal for them. Boeing issue is volume driven and temporary. only 5% is passenger cars"  
[X Link](https://x.com/skiingswimming1/status/1862521867493327088)  2024-11-29T15:39Z [---] followers, [---] engagements


"$DHI at $137 is music to my ears. Counter intuitive - but seeing DHI down here means the buyback is more efficient @nope_its_lily at 9x PE and buying back $16bn a year im happy for DR Hortond $DHI s share price to remain low for a few years. @nope_its_lily at 9x PE and buying back $16bn a year im happy for DR Hortond $DHI s share price to remain low for a few years"  
[X Link](https://x.com/skiingswimming1/status/1869824993481371997)  2024-12-19T19:19Z [---] followers, [---] engagements


"2% Filtronic plc. $FTC leader in radio comms. Enough so that its a key supplier to SpaceX. plenty more demand to come from other satelite and defence. New ambitious mngt team Tiny market cap so no institutional ownership"  
[X Link](https://x.com/skiingswimming1/status/1874603382612378085)  2025-01-01T23:47Z [---] followers, [---] engagements


"@DividendDynasty in the UK alot of stuff remains on sale $BME - B&M $RS1 - RS group $ITM - ITM power $GRG - Greggs $FTC - filtronic"  
[X Link](https://x.com/skiingswimming1/status/1877840274367320287)  2025-01-10T22:09Z [---] followers, [---] engagements


"@MattJMcClintock $AS Amer sports has been on an absolue tear as chinese buy sporstwear over handbags and Xi wears arcteryx. Do you think $AS could buy $GOOS to build on their outwear strength"  
[X Link](https://x.com/skiingswimming1/status/1881816345018585290)  2025-01-21T21:29Z [---] followers, [----] engagements


"$RYAAY is one of my core holdings. I know Buffet said never to own airlines but MOL is a beast of a CEO Seeing RYAAY +12% this week is also bittersweet as a LT holder and with shares on like 10x PE the longer the shares stay cheap the more effective the buyback is long term $RYA.IR $RYAAY $0RYA.IL New/instant Michael OLeary classic: I dont what fucking airline this dopey guy flies on that has economy airfares of [---] but the [----] UK APD tax increase is NOT 1% of the average airfare https://t.co/kA2sH5T5X1 $RYA.IR $RYAAY $0RYA.IL New/instant Michael OLeary classic: I dont what fucking airline"  
[X Link](https://x.com/skiingswimming1/status/1885030917153955943)  2025-01-30T18:22Z [---] followers, [---] engagements


"@KyleAdamsStocks Take a look at Filtronic plc $PLC linkedin. 🚀 emoji is warranted"  
[X Link](https://x.com/skiingswimming1/status/1890863629060177929)  2025-02-15T20:39Z [---] followers, [---] engagements


"@Tintincapital Man Edenred is a massive risk from regulation. They exist due to tax loophole and they completely overcharge restaurants for the service compared to visa interchange fees melting ice cube"  
[X Link](https://x.com/skiingswimming1/status/1891800554524844303)  2025-02-18T10:42Z [---] followers, [---] engagements


"@BillAckman buy tejon ranch co $TRC as a bolt on for $HHH @Nitorcap @off_the_run"  
[X Link](https://x.com/skiingswimming1/status/1891945914924732498)  2025-02-18T20:20Z [---] followers, [---] engagements


"@capitalatrisk23 Small cap Steyr Motors $4X0 is also interesting I also like Kongsberg Chemring"  
[X Link](https://x.com/skiingswimming1/status/1894108351790804992)  2025-02-24T19:33Z [---] followers, [--] engagements


"@capitalatrisk23 Will take a look at Indra. Yh looks 4X0 is high risk. Has been bankrupt before. To be honest you probably think im a crazy small cap investor. I have 95% of my assets in etfs and like JPM/META/AMZN/DKNG. i like playing around on small-cap land for the remaining 5%"  
[X Link](https://x.com/skiingswimming1/status/1894112343769915762)  2025-02-24T19:49Z [---] followers, [---] engagements


"One of my worst performing investments in the pst [--] years have been $ASML and $ASMI. Its a clear reminder that valuation does matter and that passive flows have propped up stocks artificially. What else is at risk. $COST and $WMT at 40x+ PE feel risky. Better to own TUI ag"  
[X Link](https://x.com/skiingswimming1/status/1904989666375618660)  2025-03-26T20:11Z [---] followers, [----] engagements


"@jnconkle Man $AS sells abroad but most of its growth is coming from china. Its basically a chinese company owned by chinese. Hence why its doing so well. Walking around Shanghai they no longer wear western brands but random chinese brands and $AS. Forget about trends in US. Its all CN"  
[X Link](https://x.com/skiingswimming1/status/1924912691887399388)  2025-05-20T19:38Z [---] followers, [---] engagements


"Glad I held onto my ITM Power $ITM through the past [--] years. +100% last month new CEO has turned biz around new contracts being signed all year one of the few hydrogen companies with cash in the bank (200m+) Plenty of UK hydrogen projects still to be announced"  
[X Link](https://x.com/skiingswimming1/status/1929469790671847470)  2025-06-02T09:27Z [---] followers, [----] engagements


"UK takeovers: Spectris getting taken over by PE for 70% premium. Other UK Industrial stocks that are probably PE Targets: RS Group $RS1 Oxford Instruments $OXIG Vesuvius $VSVS Weir Group $WEIR Can probably add Wizz Air to the mix"  
[X Link](https://x.com/skiingswimming1/status/1932055760655327732)  2025-06-09T12:42Z [---] followers, [----] engagements


"Probably can Add Senior plc $SNR . Chemring has already moved"  
[X Link](https://x.com/skiingswimming1/status/1932057172210520068)  2025-06-09T12:48Z [---] followers, [---] engagements


"Last year i suggested public targets for $QXO to buy. BECN has already closed. with the news that Home Depot is bidding higher for $GSM (not on my list) I think QXO could still bid for $BCC boise cascade (and sell manuf biz) or $BLDR $QXO - Still waiting for Brad Jacobs to start his distribution roll-up. Raised money in July. Listed targets likely to be Rexel (bid already rejected) in Europe or $WCC $BLDR $BCC $BECN . Plenty of private companies including BME (Blackstone) or Ahlsell (CVC) in Europe. $QXO - Still waiting for Brad Jacobs to start his distribution roll-up. Raised money in July."  
[X Link](https://x.com/skiingswimming1/status/1939671417408143372)  2025-06-30T13:04Z [---] followers, [----] engagements


"@zerohedge $QXO can buy $BCC Boise Cascade (similar size and much cheaper) instead of bidding war for $GMS Or $BLDR (which is bigger) looks nice aswell"  
[X Link](https://x.com/skiingswimming1/status/1939675519538331890)  2025-06-30T13:20Z [---] followers, [---] engagements


"@DannyOcean555 $BCC Boise Cascade at 3bn Mkt cap is perfect. They buy the 50% that is distribution and sell the 50% that is manuf"  
[X Link](https://x.com/skiingswimming1/status/1939795070477008963)  2025-06-30T21:15Z [---] followers, [---] engagements


"@tclaugus2 Surely the strong GBP will help going forward aswell as it reduces some of the import costs They wont pass on all the COGS savings to customers BME is a version of Action which trades on like 30x PE (3i group)"  
[X Link](https://x.com/skiingswimming1/status/1939961126919303423)  2025-07-01T08:15Z [---] followers, [--] engagements


"@Hannesahl fundamentaly i like owning the lowest cost operators. Thinking 3i group (Action) Ryanair Costco. Its never going to trade there but have you seen the multiples that Chipotle Cava Wingstop trade at Crazy. GRG can still grow into evening and more into London"  
[X Link](https://x.com/skiingswimming1/status/1940334786616455324)  2025-07-02T09:00Z [---] followers, [---] engagements


"Interesting to see the reaction today to $ITM power announcing new board members. Normally this kind of stuff is irrelevant but for a small cap to get warren east ex CEO of ARM and RollsRoyce feels like a bit of a coup and validation Glad I held onto my ITM Power $ITM through the past [--] years. +100% last month new CEO has turned biz around new contracts being signed all year one of the few hydrogen companies with cash in the bank (200m+) Plenty of UK hydrogen projects still to be announced Glad I held onto my ITM Power $ITM through the past [--] years. +100% last month new CEO has turned biz"  
[X Link](https://x.com/skiingswimming1/status/1942472361543913947)  2025-07-08T06:34Z [---] followers, [---] engagements


"@tclaugus2 Also - its a very similar story but widly different val to 3i group / Action which is the best EU discount retailer on like 18x EV/EBITDA could Action buy BME No overlap in UK although action has tended to grow through organic greenfield expansion"  
[X Link](https://x.com/skiingswimming1/status/1945099371118285187)  2025-07-15T12:33Z [---] followers, [---] engagements


"nice little move today for Senior plc $SNR +20% announcing the sale of its noncore (lossmaking) aerostructures biz for 200m (above analyst estimates) with a 40m buyback announced (5%) market cap and likely another 50m in [----] with final proceeds. small position small wins 2% Senior plc $SNR - UK aerospace biz that will 100% get bid for. already rejected bid in [----]. near term impacted by boeing delays which will eventually reverse. 2% Senior plc $SNR - UK aerospace biz that will 100% get bid for. already rejected bid in [----]. near term impacted by boeing delays which will eventually reverse"  
[X Link](https://x.com/skiingswimming1/status/1946109002305110111)  2025-07-18T07:25Z [---] followers, [---] engagements


"@long_equity Airline tech plumbing: Amadeus Sabre Travelport Business travel: GBTG Food delivery: UBER/DASH ASIC: ARM US skiing passes: Vail Resorts/Alterra Glasses: EssilorLuxxotica (big monopoly) Pool distributors: Pool Corp / Fluidra / Pentair Logistics software: Wisetech"  
[X Link](https://x.com/skiingswimming1/status/1949780386285850877)  2025-07-28T10:34Z [---] followers, [---] engagements


"@Maximus_Holla Dont you think BCC - Boise Cascade is the more obvious target [--] week low. Cheap. A bit hairy as QXO would have to sell the non core manuf biz but like 3bn market cap now and like 15x depressed PE i see a offer going through BLDR is nice but bigger and more expensive"  
[X Link](https://x.com/skiingswimming1/status/1953298031656239105)  2025-08-07T03:31Z [---] followers, [---] engagements


"@Vince85623723 @long_equity A typical case of better to buy the leader Rollins at 40x PE rather than try to be smart and buy the n2 Terminix/rentokil which have massive execution issues. Same in workwear. Cintas is superbly run while unifirst was a basket case Agree Ashtead/United rentals are great biz"  
[X Link](https://x.com/skiingswimming1/status/1957195615131369787)  2025-08-17T21:39Z [---] followers, [---] engagements


"$PRY bought a starter position in Prysmian this morning despite trading at atm exposed to AI data center demand and electrification fullly booked out to [----] global market leader with US production fwd PE at 20x is reasonable feels like similar trade to LEO any thoughts"  
[X Link](https://x.com/skiingswimming1/status/1957705458665324941)  2025-08-19T07:25Z [---] followers, [---] engagements


"$AS Buying Amer Sports this morning on results slight miss vs buyside whisper while results are amazing Arcteryx is taking massive share from LVMH and Kering in China as consumers become more sports/health focused and are encouraged not to show off While everyone was negative on china I also missed the big move in Amer Sports $AS +80% since August China growing +50% this quarter Xi Jinping wearing Arcteryx helps Chinese moving from luxury bling (gucci) to cheaper (still expensive) technical sportswear is big trend https://t.co/2oGj7KUrmK While everyone was negative on china I also missed the"  
[X Link](https://x.com/skiingswimming1/status/1957749606382538947)  2025-08-19T10:20Z [---] followers, [----] engagements


"$ANF I think market is underestimating the negative impact of deminimis changes to shein and temu"  
[X Link](https://x.com/skiingswimming1/status/1982087422264389648)  2025-10-25T14:10Z [---] followers, [---] engagements


"@ContrarianCurse Hi buddy - have you looked at Boise Cascade Its a worse company with a manuf business attached but i feel like its a perfect takeover target size for brad jacobss QXO. Sell Manuf and keep BMD"  
[X Link](https://x.com/skiingswimming1/status/1986915911685538116)  2025-11-07T21:57Z [---] followers, [---] engagements


"liking $NU Nu Bank into results next week. Still st $15 great podcast of CEO david with Nicolai Tangen at Norges Seems like a given they will enter US leveraging latam customers soon massively jump in profitabily once they start monetizing mortgages and other trad credit lever"  
[X Link](https://x.com/skiingswimming1/status/1986916658963685542)  2025-11-07T22:00Z [---] followers, [---] engagements


"$WTC Wisetech is the best logistics/software biz ever every single freight forwarder like DSV /DHL run on them Ive never had a chance to buy it given valuation and in 20-22 I couldnt get PA approval Seems like its getting interesting now sub$20bn @thomabravo one for you"  
[X Link](https://x.com/skiingswimming1/status/1986917528765927590)  2025-11-07T22:03Z [---] followers, [----] engagements


"@southernmacro @thomabravo Not so sure. To be honest i dont have a position yet just monitoring it but the software is 100% legit and used by DHL to DSV maybe CEO was stealing or doing some insider stuff. but biz itself is rails of forwarding and top notch"  
[X Link](https://x.com/skiingswimming1/status/1988729663284474029)  2025-11-12T22:04Z [---] followers, [--] engagements


"@CapitalValor Some examples please. Building mats like BLDR maybe. Levered shit like $LINE ill never touch. Chemicals like DOW or LYB are in a multiyear bear market. Compounders like Linde / ecolab still expensive Alot of industrials/electricals have rallied on AI. GE / Aero is strong"  
[X Link](https://x.com/skiingswimming1/status/1989433626770182506)  2025-11-14T20:41Z [---] followers, [---] engagements


"@LongOnlyLarry Call center stocks like $CNXC or $TEP will eventually get bought but might take some time. too much leverage on them for them to be doing buybacks. poor capital allocation track record past [--] years"  
[X Link](https://x.com/skiingswimming1/status/1990532175465435196)  2025-11-17T21:27Z [---] followers, [---] engagements


"@Tintincapital $NU is a great stock and one of my big holdings. surprised at the lack of follow through to results last week. 20x Ish PE for a biz that has barely started growing and can monetize still like crazy"  
[X Link](https://x.com/skiingswimming1/status/1990892679702397226)  2025-11-18T21:19Z [---] followers, [---] engagements


"@ErnestWongBWM Happens to most consumer goods companies 2% of inditexs growth every year is from turkish inflation. same for unilever or nestle in argentina/turkey"  
[X Link](https://x.com/skiingswimming1/status/1993073075307659417)  2025-11-24T21:43Z [---] followers, [---] engagements


"@kingdomcapadv @dkbilson BLDR would be quite sizeable for him. he might have to raise equity again Boise cascade looks interesting aswell"  
[X Link](https://x.com/skiingswimming1/status/1993571985386090507)  2025-11-26T06:46Z [---] followers, [---] engagements


"@marketplunger1 @hkuppy Great listen if you want Brazil exposure and something you can own long term just buy $NU bank aswell Thanks for the tip of MDI missed sprott"  
[X Link](https://x.com/skiingswimming1/status/1994450083966796186)  2025-11-28T16:55Z [---] followers, [---] engagements


"@patrick_oshag @GavinSBaker Great podcast as always learned alot But there is one factual innacurcy (or nuance) you mention ROIC is higher the last few years for the hyperscalers. thats all accounting tricks of playing with useful lives on depreciation. probably still good returns but need a few years"  
[X Link](https://x.com/skiingswimming1/status/2002415192232374447)  2025-12-20T16:25Z [---] followers, [--] engagements


"Another stock that remains super interesting but massive size is Wisetec $WTC most dominant software biz in logistics. Every single freight forwarder uses them CH Robison was the first to talk about AI benefits in Logistics"  
[X Link](https://x.com/skiingswimming1/status/2002419500453671165)  2025-12-20T16:43Z [---] followers, [---] engagements


"VC podcasts are full of the datacenters in Space theme Filtronic is a sleeper stock still only 300m mkt cap. main supplier of radio frequency amplifiers to spaceX (the way satelites communicate with the ground. lasers are tricky given weather). just recently opened new fabs Another +15% upgrade this morning as SpaxeX/Starlink orders keep on coming through for Filtronic $FTC 🚀🚀 https://t.co/OXij5BZyMC Another +15% upgrade this morning as SpaxeX/Starlink orders keep on coming through for Filtronic $FTC 🚀🚀 https://t.co/OXij5BZyMC"  
[X Link](https://x.com/skiingswimming1/status/2002427354828898657)  2025-12-20T17:14Z [---] followers, [---] engagements


"@Tintincapital Ferrovial has to be on it The Toronto [---] highway asset is probably one of the best in the world. expires in [----] and Ferrovial can hike prices as much as it wants completely missed it when it was spanish listed and mixed up with other services biz"  
[X Link](https://x.com/skiingswimming1/status/2006419961401524601)  2025-12-31T17:39Z [---] followers, [--] engagements


"@marginofdanger the 3x nd/evitda is irrelevant metric for co that needs to continously invest (lifts etc) so 2.75bn of net debt on sub 200m of net income. with dividend not covered you are a recession away from having to sell assets can still go lower"  
[X Link](https://x.com/skiingswimming1/status/2011926935501164998)  2026-01-15T22:22Z [---] followers, [---] engagements


"@pandawatch88 Its on my watchlist but CEO and CFO are incompetent with capital allocation. over the last [--] years instead of aggresively buying back shares they just buy random 500m AI shitcos at 20x EBIT when they trade on 5x"  
[X Link](https://x.com/skiingswimming1/status/2012537417316622810)  2026-01-17T14:48Z [---] followers, [---] engagements


"@ReneSellmann I own some IBKR but always trying to understand what the end game is when will they start distributing a proper dividend not a 10%ish payout or doing buyback when petterfly is gone At somepoint they will have to start returning capital"  
[X Link](https://x.com/skiingswimming1/status/2013732892719944085)  2026-01-20T21:58Z [---] followers, [----] engagements


"@basadomente Bears: slight miss in the latest results lack of upgrades GM high. Risk to GM from $ weakness. K-shaped economy risk but to be honest looks interesting for me given US retail sales have been strong doing buyback US tariff supreme court could be kicker later on. Might buy"  
[X Link](https://x.com/skiingswimming1/status/2015574183216902571)  2026-01-25T23:55Z [---] followers, [---] engagements


"phew. i missed a bullet I had been looking at UK housebuilders including Vistry $VTY down -30% today on a PW and also at UK aerospace biz Senior $SNR also down -20% on a PW. hadnt bought any yet. maybe its a sign to stick with META AMZN ASML - quality large caps 😂"  
[X Link](https://x.com/skiingswimming1/status/1843558539274661938)  2024-10-08T07:46Z [---] followers, [---] engagements


"@marginofdanger i love skiing at Vail dont get me wrong assets are amazing. but expansion into europe is a mistake Baron Capital sitting on big loas"  
[X Link](https://x.com/skiingswimming1/status/2011927738458755542)  2026-01-15T22:25Z [---] followers, [---] engagements


"@blondesnmoney short Experian $EXPN credit bureau and AI loser"  
[X Link](https://x.com/skiingswimming1/status/2016271180592742493)  2026-01-27T22:04Z [---] followers, [---] engagements


"Portfolio Update Q1 (31st March) Mix of ETFs long term holds and short term trades. 60% in single stocks: 12% $RYA - Ryanair 7% $RHM - Rheinmetall - Up 100% in 6months. 5% $ASMI 4% $AMZN 4% $JPM 4% $Drax plc 3% $Petrobras A 2% $SMDS - DS Smith- already up 45% post Mondi news"  
[X Link](https://x.com/skiingswimming1/status/1774776039610192349)  2024-04-01T12:29Z [---] followers, [----] engagements


"My thoughts on my commute: Chemicals is one if the sectors that has had a proper destocking recession in [----]. Although the bid for Azelis $AZE is for a very high quality distributor (in chems) Could there be value in some other beaten down chems like Evonik or BASF"  
[X Link](https://x.com/skiingswimming1/status/1780670371210862677)  2024-04-17T18:51Z [---] followers, [---] engagements


"Im a big fan pf Ryanair $RYA but I feel like MOL is getting destroyed by package holiday companies this year $TUI and Jet2. Even ryanair doing well with package holidays"  
[X Link](https://x.com/skiingswimming1/status/1823690036707029089)  2024-08-14T11:56Z [---] followers, [---] engagements


"2% Senior plc $SNR - UK aerospace biz that will 100% get bid for. already rejected bid in [----]. near term impacted by boeing delays which will eventually reverse"  
[X Link](https://x.com/skiingswimming1/status/1874603386752077865)  2025-01-01T23:47Z [---] followers, [---] engagements


"1% or starter positions in DR Horton $DHI Elis Greggs plc $BCC Accor $PENN Tat technologies (interestinf israeli aerospace biz) Nu holdings ARM UBS St Joe Co Servicetitan Ayvens Auto1 group GEO group"  
[X Link](https://x.com/skiingswimming1/status/1874603391126782280)  2025-01-01T23:47Z [---] followers, [---] engagements


"@IggyOnInvesting @IggyOnInvesting $VTY seems to be everywhere on X. The story seems legit on paper. but has anyone actually done any boots on the ground research. What reputation does VTY have ex employees Suppliers. Often stories that look good on excel miss stuff like company culture"  
[X Link](https://x.com/skiingswimming1/status/1911139266400534849)  2025-04-12T19:28Z [---] followers, [---] engagements


"@capitalatrisk23 Great reply I agree with you on electrical supply chain. Stuff like Siemens Schneider ABB GE Vernova or even cables like Prysiam. Mutares is super messy (own autos sadly) but they own a nice transformer business in Efacec"  
[X Link](https://x.com/skiingswimming1/status/1937600718489395205)  2025-06-24T19:56Z [---] followers, [---] engagements


"One of my goals is to post more diary like entries: I bought $BME last month as I though cheap PE (7x) potential GBPUSD GM tailwind and near term hot UK summer would help sales. Todays -8% SP reaction on Q1 trading was a dissapointment. I bought some more. Im probably making"  
[X Link](https://x.com/skiingswimming1/status/1945204292857520411)  2025-07-15T19:30Z [---] followers, [---] engagements


"Tempted to buy Azelis and IMCD in europe given they are now sub 15x PE and have historically traded like quality compounders above 25x but leverage keeps me away hard for small caps to work unlesd they have earnings momentum or buybacks"  
[X Link](https://x.com/skiingswimming1/status/1986917884178604506)  2025-11-07T22:05Z [---] followers, [---] engagements


"Starting to buy some $BLDR below $100 . small positions still so much bleeding in the market Anything with debt or small cap is getting destroyed. So many 52w lows $SKYH $BME.LN $DKNG $IMCD all in my watchlist but will go lower first"  
[X Link](https://x.com/skiingswimming1/status/1990526181125542087)  2025-11-17T21:03Z [---] followers, [---] engagements


"@breadcrumbsre Agree 100% in europe. any compounder that has leverage is not AI and misses slightly is getting wrecked. Instead value stuff like ACS/CABK is soaring Azelis and IMCD great example Consumer like pernod"  
[X Link](https://x.com/skiingswimming1/status/1990838541732000180)  2025-11-18T17:44Z [---] followers, [----] engagements


"@marketplunger1 basket of Azelis and IMCD 🤟🏼 im buying slowly given they still have chunky debt on them so might take a few quarters"  
[X Link](https://x.com/skiingswimming1/status/1993073411510124644)  2025-11-24T21:45Z [---] followers, [----] engagements


"$GEV up 15% today $ENR up 15x since the [----] low. and Mutares $MUX still hasnt sold any of the turbine or electrical transformer businesses it bought in [----]. @Mutares_SE you guys are incompetent or there is serious value in Efacec Guascor NEM energy (ex SIEEnergy units)"  
[X Link](https://x.com/skiingswimming1/status/1998774618174198044)  2025-12-10T15:19Z [---] followers, [---] engagements


"A thread 🧵 Sharing my current portfolio and one liners. Im a big believer that equity cases need to be simple and not rely on complex modelling. just doing this excersise has made me realise my portfolio is too diversified and has some positions i no longer believe in"  
[X Link](https://x.com/skiingswimming1/status/1874603305072226689)  2025-01-01T23:47Z [---] followers, [----] engagements


"Bloomberg about [--] weeks late to the Steyr Story. I got in at [--] and sold at 100-200 missing the top at [---] (1.8bn) Now at [--] or 350m mkt cap its probably a decent entry point but Mutares is likely to be selling. Better to buy Mutares now IMO $4X0 Steyr Motors is a hidden european defence small cap. Rheinmetall and other EU defence stocks are up 10x since [----] Steyr is a 80m mkt cap doing 10m of EBIT in [----] and targetting 40m EBIT in [----] Big demand for their engines only overhand is big $MUX 70% stake https://t.co/WNzg6pyIMh $4X0 Steyr Motors is a hidden european defence small cap."  
[X Link](https://x.com/skiingswimming1/status/1904821646994571301)  2025-03-26T09:04Z [---] followers, [----] engagements


"Hi @BillAckman Have you thought about Greggs $GRG Its similar to some of your other bets like $SBUX and $CMG lowest cost operator in UK. Pret was bought by JAB for 1.5bn. Costa by coke for 5bn. Net cash and has been taking market share by investing into supply chain Greggs $GRG -13% today. Great buying opportunity. A stock i can own and forget about it for LT. Net cash BS. Investing in supply chain and new stores. Well run. 13x PE now. Small FY profit d/g driven by hot weather. Has had issues in recent years (NI hikes min wage) so derated https://t.co/f7j54MhEO5 Greggs $GRG -13% today. Great"  
[X Link](https://x.com/skiingswimming1/status/1940337599509590218)  2025-07-02T09:11Z [---] followers, [---] engagements


"@capitalatrisk23 not sure about sodexo. i wouldnt touch it imo. wont be a cintas anytime soon but i owned HFG in [----] and sold but i probably should take a look again given all shitcos rallying uber at ATHs german small caps like AG1 - auto1 have also rallied hard"  
[X Link](https://x.com/skiingswimming1/status/1945176833273590096)  2025-07-15T17:41Z [---] followers, [---] engagements


"$AS Amer Sports +11% today share price reaction was all positioning holding atleast until sep Arcteryx CMD if shares continue to 🚀 $AS Buying Amer Sports this morning on results slight miss vs buyside whisper while results are amazing Arcteryx is taking massive share from LVMH and Kering in China as consumers become more sports/health focused and are encouraged not to show off $AS Buying Amer Sports this morning on results slight miss vs buyside whisper while results are amazing Arcteryx is taking massive share from LVMH and Kering in China as consumers become more sports/health focused and"  
[X Link](https://x.com/skiingswimming1/status/1958956113724154093)  2025-08-22T18:15Z [---] followers, [---] engagements


"$GBTG announces its for sale according to BBG small position and have been waiting for it to work biz that someone like thoma bravo or uber can buy and take massive cost out @dkhos @thomabravo massive market share and sticky base recent $navn ipo not helpful $GBTG up 16% today and breaking $7. Stock is barely covered by sellside and [--] interest on fintwit. Ive been bullish because GBT is one of those stocks that will be able to use AI to take cost out and hold onto benefits give sticky customer base. CWT deal is kicker on top. $GBTG up 16% today and breaking $7. Stock is barely covered by"  
[X Link](https://x.com/skiingswimming1/status/1993097750209343614)  2025-11-24T23:21Z [---] followers, [---] engagements


"James Hardie in Australia but with a big US business and trading at cheap multiples is probably also a target $JHX"  
[X Link](https://x.com/skiingswimming1/status/2010663836047847578)  2026-01-12T10:43Z [---] followers, [---] engagements


"@Maximus_Holla could also bid for james hardie which has been in trouble recently. BCC is now too small for them. Rexel"  
[X Link](https://x.com/skiingswimming1/status/2012305244428849253)  2026-01-16T23:25Z [---] followers, [---] engagements


"Need to trim gaming DKNG and FLTR as have too much exposure and underperformed on predicition markets. Happy with core longs. G miners will still work. Should have owned more UBS JPM and RYAYY"  
[X Link](https://x.com/anyuser/status/2006415613636358503)  2025-12-31T17:22Z [---] followers, [---] engagements


"Forgot the 10x I made on Steyr Motors $4XO when it went up 20x in a few days. one of the craziest charts ive seen in a while. Steyr probably looking interesting again now that Mutares is out and RHM continues to do M&A"  
[X Link](https://x.com/skiingswimming1/status/2006417422882889745)  2025-12-31T17:29Z [---] followers, [---] engagements


"XAU GOLD going Parabolic now cleared $4.820k and going to $5k glad i havent sold my KGC B NEM SGD and IDR from Q125 but regret not buying more debating buying picks and shovels like MDI or Cap Good companies but better bet is probably shitty juniors"  
[X Link](https://x.com/skiingswimming1/status/2013788020323848636)  2026-01-21T01:37Z [---] followers, [---] engagements


"my simple take on gold is that back in Oct [----] when gold peaked at like $4.4k l we had a few days of articles in non financial press about retail herd buying on the streets. when that happens again itll probaly mark the ST top but havent seen that yet in media"  
[X Link](https://x.com/skiingswimming1/status/2015577263173943627)  2026-01-26T00:07Z [---] followers, [---] engagements


"Sharing my portfolio as of 1st July [----] for those that follow. Q2 has been a good quarter with money made buying dip in April including MU AMD METa and Calls now sold (IBKR VRT) Mix across my ISAs and investment accounts. Apologies in advance for the chart crime"  
[X Link](https://x.com/skiingswimming1/status/1941555906434797863)  2025-07-05T17:52Z [---] followers, [----] engagements


"Portfolio update for myself +41% performance in [----] driven mostly in H1 including $MU $FTC Gold Miners and calls during TACO Tariff madness Always good to do year end excercise as have assets across [--] platforms and I think I have too much UK exposure"  
[X Link](https://x.com/skiingswimming1/status/2006415611153256615)  2025-12-31T17:22Z [---] followers, [---] engagements

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