# ![@stock_logging Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1935417778166439936.png) @stock_logging Stock.Logging

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

### Engagements: [-----] [#](/creator/twitter::1935417778166439936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935417778166439936/c:line/m:interactions.svg)

- [--] Week [-----] -77%
- [--] Month [------] -54%
- [--] Months [-------] +202%
- [--] Year [-------] +12,400%

### Mentions: [--] [#](/creator/twitter::1935417778166439936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935417778166439936/c:line/m:posts_active.svg)

- [--] Week [--] -47%
- [--] Month [--] +7.40%
- [--] Months [---] +149%
- [--] Year [---] +38,600%

### Followers: [-----] [#](/creator/twitter::1935417778166439936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935417778166439936/c:line/m:followers.svg)

- [--] Week [-----] +1%
- [--] Month [-----] +5.50%
- [--] Months [-----] +170%

### CreatorRank: [-------] [#](/creator/twitter::1935417778166439936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1935417778166439936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  32.04% [currencies](/list/currencies)  27.18% [stocks](/list/stocks)  26.21% [cryptocurrencies](/list/cryptocurrencies)  16.5% [technology brands](/list/technology-brands)  9.71% [countries](/list/countries)  6.8% [social networks](/list/social-networks)  2.91% [exchanges](/list/exchanges)  1.94% [travel destinations](/list/travel-destinations)  0.97%

**Social topic influence**
[business](/topic/business) 11.65%, [strong](/topic/strong) 9.71%, [the most](/topic/the-most) 9.71%, [in the](/topic/in-the) 8.74%, [stocks](/topic/stocks) #2633, [$mluavpa](/topic/$mluavpa) #1, [$nursv](/topic/$nursv) 7.77%, [$yb](/topic/$yb) 6.8%, [$sofwta](/topic/$sofwta) 5.83%, [$mob](/topic/$mob) 5.83%

**Top accounts mentioned or mentioned by**
[@mufasacapital](/creator/undefined) [@sy_capital](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@pbcinc](/creator/undefined) [@r2discovery](/creator/undefined) [@frisoalenus](/creator/undefined) [@denver10267413](/creator/undefined) [@simeonresearch](/creator/undefined) [@topsecretstocks](/creator/undefined) [@oysteinbarmen](/creator/undefined) [@sycapital](/creator/undefined) [@nimesh3t](/creator/undefined) [@aktienakademie](/creator/undefined) [@returnsjourney](/creator/undefined) [@tenbaggeraktien](/creator/undefined) [@sunvmikey](/creator/undefined) [@anonymouseoutl1](/creator/undefined) [@blackscholesman](/creator/undefined) [@qpalzm102938374](/creator/undefined) [@nestbetter](/creator/undefined)

**Top assets mentioned**
[YieldBasis (YB)](/topic/$yb) [MobileCoin (MOB)](/topic/$mob) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Yuanbao Inc. (YB)](/topic/yuanbao-inc) [AppLovin Corporation (APP)](/topic/$app) [Balancer (BAL)](/topic/$bal)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$2367.HK Anyone looking to diversify their portfolio outside the US might want to take a look at Giant Biogene. ➢ Around 20% projected revenue and profit growth through [----] ➢ Fwd PE [--] for [----] [--] for [----] and [--] for [----] ➢ 82% GM 42% OM 33% ROCE ➢ 3.5% dividend yield for [----] ➢ 78% of balance sheet consists of cash ➢ Debt-free ➢ Strong FCF conversion Business model in short: Giant Biogene is a market leader in cosmetics and medical products based on recombinant i.e. biotechnologically produced collagen. Deep moat thanks to proprietary formulations based on decades of research. They recently"  
[X Link](https://x.com/stock_logging/status/1991861505009070553)  2025-11-21T13:29Z [----] followers, [----] engagements


"@ReturnsJourney Voxel $VOX.WA Benefit Systems $BFT.WA and Diagnostyka $DIA.WA from are missing. And from / $2367.HK Giant Biogene and $1523.HK Plover Bay should be included"  
[X Link](https://x.com/stock_logging/status/1991948426406502845)  2025-11-21T19:14Z [----] followers, [----] engagements


"$2367.HK Long Giant Biogene since yesterday. ➢ High quality & deep moat ➢ 20% revenue and profit growth through [----] ➢ Fwd PE 2026: [--] ➢ Insiders buying (already own 50% of shares) ➢ 4% div. yield for [----] ➢ New buyback program for up to 10% of the shares launched Quote regarding the share buyback program that came into effect on December [--] 2025: "The Board believes that the current share price is lower than its intrinsic value which does not fully reflect the business prospects and asset value of the Company. The Share Repurchase scheme reflects the confidence of the Board and the management"  
[X Link](https://x.com/stock_logging/status/1996967681690362212)  2025-12-05T15:39Z [----] followers, [----] engagements


"$ELS.AX As some of you had already suspected my previously undisclosed drone position is Elsight. Now that Ive received approval to finally disclose the stock heres a short elevator pitch: ➢ Put simply Elsight manufactures hardware called Halo that provides unmanned drones robots etc. with seamless connectivity by bundling all available connections (LTE / 5G military frequencies satellite etc.) into a single data line (not just a failover solution like many competitors). In addition they generate revenue through mandatory software (recurring revenue) and data services (usage-based fees). ➢"  
[X Link](https://x.com/stock_logging/status/2017658621253845152)  2026-01-31T17:57Z [----] followers, [----] engagements


"$ALLIX $ALLIX.PA Wallix confirmed the positive trend of recent quarters with yesterdays announcement of the preliminary [----] results. Key highlights: ➢ Revenue: 40.6m (+19.2% YoY). ➢ Monthly recurring revenue (MRR) +29.1% YoY ➢ 70.7% of total revenue is now recurring. ➢ Break-even reached: After operating losses in prior years (-5.7m in 2024) operating result in [----] is close to break-even. ➢ Particularly strong momentum in EMEA excl. France (+37% MRR growth). ➢ Profitable growth expected from [----] onward. Future growth drivers: ➢ AI & innovation: Integration of the Malizen acquisition to"  
[X Link](https://x.com/stock_logging/status/2019827237789303089)  2026-02-06T17:35Z [----] followers, [----] engagements


"One of the most interesting stocks Ive found in months ➢ Chinese online insurance broker & tech platform ➢ Recent Nasdaq IPO ➢ Ex-NetEase C-suite ➢ 104% rev CAGR (3y) 43% Q1/25 rev growth ➢ 95% GM 28.6% OM 47% ROCE ➢ [----] fwd P/E: [---] 📌 A thread on Yuanbao $YB 🧵"  
[X Link](https://x.com/stock_logging/status/1949496278666109093)  2025-07-27T15:45Z [----] followers, 24.8K engagements


"1. Background & management Yuanbao Inc. is a relatively young company founded in [----] by Fang Rui. After launching in [----] it managed to reach several million users in less than a year (important: Yuanbaos customers are the insurance companies themselves not the end users - more on that later). The companys mission is to make insurance accessible to the broader population especially in rural and remote areas. Just one year after launch Yuanbao was already valued at around CNY [--] billion (USD [---] million) in funding rounds. According to its IPO prospectus by [----] Yuanbao had become the largest"  
[X Link](https://x.com/stock_logging/status/1949496416339894307)  2025-07-27T15:45Z [----] followers, [----] engagements


"That concludes my deep dive on $YB Yuanbao Inc. - thanks for reading 🤝🏻"  
[X Link](https://x.com/stock_logging/status/1949498777863377095)  2025-07-27T15:55Z [----] followers, [----] engagements


"$SOFW $SOFW.TA Wow absolutely fantastic Q2 results from Sofwave way above my expectations Revenue: USD 20.99m + [-----] % YoY (huge acceleration from + [--] % growth in Q1/25) EBIT: USD 2.18m vs. USD - [----] in Q2/24 (operating margin: [-----] %) Net Profit: USD 1.5m Pulses (= high-margin recurring revenues) grew +53 % YoY outpacing total revenue growth once again. First net profit the inflection point in margins has likely been reached. Social media engagement is skyrocketing. Lots to like here. https://maya.tase.co.il/en/reports/companies/1662646attachmentType=pdf1"  
[X Link](https://x.com/stock_logging/status/1952625835451597112)  2025-08-05T07:00Z [----] followers, [----] engagements


"$MLUAV.PA The most illiquid stock I've ever bought. Pick-and-shovel play for the drone industry. ➢ 143m EUR mcap ➢ 50% 3Y Rev. CAGR ➢ 92% GM 40% OM 55% ROCE ➢ 30x P/E LTM ➢ Supplier for $AMZN drone program ⚠ [----] EUR trading volume/day 📌Quick pitch below 🧵"  
[X Link](https://x.com/stock_logging/status/1977407823740010869)  2025-10-12T16:15Z [----] followers, 18.6K engagements


"➢ Embentions ($MLUAV.PA) client list is impressive: among its 600+ customers worldwide are $AMZN Amazon $RHM $RHM.DE Rheinmetall $BA.L BAE Systems $AIR.DE Airbus the state-owned Israeli defense company IAI and many others. ➢ Particularly noteworthy is Embentions strategic partnership with Amazon. The company is a key supplier for Amazons Prime Air drone program. Amazon has even secured an option to acquire up to 27% of Embentions shares if order volumes exceed [--] million. The initial commitment amounts to [--] million over a three-year period starting in [----]. (Source: ➢ Amazon has set an"  
[X Link](https://x.com/stock_logging/status/1977408545009070184)  2025-10-12T16:18Z [----] followers, [----] engagements


"$BXN $BXN.AX Bioxyne (mcap 57m USD) reported strong quarterly results: 210% YoY and 47% QoQ revenue growth. On track to meet 65-75m AUD revenue and 11.5-13.5m AUD EBITDA guidance for FY [----] (both representing 115-150% YoY growth). Fwd P/E: [---] at [------] AUD EPS (own est). Seems to cheap for me for triple-digit growth. I have no idea why nobody on Fintwit is talking about this stock. Another news today: They've reached an agreement with Curaleaf $CURLF $CURA.TO for the production of medicinal cannabis inhalers and cartridges which will generate additional recurring revenue for Bioxyne. 3."  
[X Link](https://x.com/stock_logging/status/1985370499086455053)  2025-11-03T15:36Z [----] followers, [----] engagements


"I definitely agree there are many such opportunities in the market right now. Stocks from my portfolio that meet these criteria (I am referring to topline here for the 30%): $NURS.V undisclosed drone stock $SLYG $HROW $247A.T $ETON $277A.T $276A.T $BXN.AX $DCTH Stocks without estimates or with estimates that I believe are too low which should also achieve this: $SOFW.TA $0236.KL $HIT A lot of great businesses at 15-25x next year earnings growing 30%. A lot of great businesses at 15-25x next year earnings growing 30%"  
[X Link](https://x.com/stock_logging/status/1992621597060944076)  2025-11-23T15:49Z [----] followers, [----] engagements


"@friso_alenus I hope so. In my opinion the stock should at least trade at a valuation level comparable to $WDH meaning at 10-12x Fwd PE. That would be [--] USD"  
[X Link](https://x.com/stock_logging/status/2009573930026361127)  2026-01-09T10:32Z [----] followers, [--] engagements


"$MOB A new interview with the CEO of Mobilicom was published yesterday. Here are my key takeaways: ➢ Drone production at Teledyne based on the Department of War (DOW) contract awarded in December [----] (Mobilicom is a supplier for them) began in January. Quarterly increases in production volume are expected. ➢ The guidance issued for [----] stating that Mobilicom customers would receive one to two programs of record has already been partially fulfilled with the Teledyne contract from December [----]. ➢ Mobilicom fully expects at least one more major DOW contract for one of their customers."  
[X Link](https://x.com/stock_logging/status/2012131362904387742)  2026-01-16T11:54Z [----] followers, [----] engagements


"Yes I have heard about the stock before. At first glance quite similar to Fortnox and Epsilon Net which I both owned in the past and liked a lot. I need to take a closer look again. I've always thought it was a bit overpriced. At what valuation would you buy Finseta Obviously two completely different companies and sectors but in comparison I find Finseta extremely cheap. https://twitter.com/i/web/status/2016256793413091355 https://twitter.com/i/web/status/2016256793413091355"  
[X Link](https://x.com/stock_logging/status/2016256793413091355)  2026-01-27T21:07Z [----] followers, [--] engagements


"Wow this seems like really big news 😳 The PR from $PDYN explicitly states that their Palladyne Pilot solution will serve as the foundation for the Air Force contract. And a PR from June [----] says that the OS3 cybersecurity solution from $MOB will be offered as a bundled solution alongside Palladyne Pilot. Unless I'm missing something $MOB normally should also be up by 40% on this news. https://www.palladyneai.com/press-releases/mobilicom-and-palladyne-ai-partner/ https://investor.palladyneai.com/news-releases/news-release-details/palladyne-ai-awarded-us-air-force-contract-advance-swarming"  
[X Link](https://x.com/stock_logging/status/2016506230240399546)  2026-01-28T13:38Z [----] followers, [---] engagements


"I agree with your analysis. Palladyne's PR explicitly states that Palladyne Pilot is intended to serve as the basis for their Air Force contract. And since $PDYN and $MOB have agreed to distribute Palladyne Pilot and Mobilicom's OS3 cybersecurity software together as a bundle MOB should also benefit from this contract. https://twitter.com/i/web/status/2016507913078993242 https://twitter.com/i/web/status/2016507913078993242"  
[X Link](https://x.com/stock_logging/status/2016507913078993242)  2026-01-28T13:45Z [----] followers, [---] engagements


"@Denver10267413 I've reallocated the money into $URGN because I see a higher potential IRR here over the next 2-3 years"  
[X Link](https://x.com/stock_logging/status/2018049280661942304)  2026-02-01T19:50Z [----] followers, [---] engagements


"@SimeonResearch_ @Mufasa_Capital Me too. But to be honest the operational problems have been there for long enough. IMO many people hold onto bad investments for far too long. I know the sentiment around the stock quite well because it is one of the favorites of German retail investors on Instagram"  
[X Link](https://x.com/stock_logging/status/2018673088917823585)  2026-02-03T13:09Z [----] followers, [--] engagements


"Interesting that my $ALLIX.PA doesnt seem to care at all. Feels like mainly algo-driven selling again at least for some of these names. That said Im also looking for software opportunities at the moment but I cant really find any US stocks that look attractive on a GAAP or FCF minus SBC basis. The most interesting one for me probably is $APP. Currently trading at around 31x GAAP P/E for [----] and this is where Im most confident that AI fears are overblown. In the cybersecurity space I am also relatively certain that the AI fears are unfounded but here I have the problem of fundamental"  
[X Link](https://x.com/stock_logging/status/2018737113324212590)  2026-02-03T17:23Z [----] followers, [---] engagements


"Yes I agree. AI is definetly here to stay and cybersecurity is likely to benefit from this. $FTNT and $CHKP look okay on GAAP valuation but their growth is relatively slow. $S looks very cheap at least based on EV/Sales. In principle I also find $RBRK's business model very interesting for example but the stock still is very expensive based on EV/Sales in my opinion. By the way regarding consulting firms: You should probably take a look at $277A.T. You might remember them I already was invested there a year ago. They've raised their guidance twice this year have over 40% growth and a 25x fwd"  
[X Link](https://x.com/stock_logging/status/2018746339790631409)  2026-02-03T18:00Z [----] followers, [---] engagements


"@pbcinc Again a great earnings call IMO. Based on the obervation below I think there is a decent probability they'll beat current analyst estimates and the stock is cheaper than one might think on a fwd looking basis. $ELS.AX"  
[X Link](https://x.com/stock_logging/status/2019045715327225935)  2026-02-04T13:49Z [----] followers, [---] engagements


"Yes definitely. Price action was to be expected after the recent parabolic rise. It is quite possible we'll soon drop below [--] AUD again. We'll see. Why are you so skeptical about non-GNSS and who are the main competitors there you are referring to Personally I think this area is an obvious fit for Elsight given their extensive knowledge of data connectivity. I think Elsight's solution could be based on some kind of cellular triangulation. The product is already developed and is currently being tested with customers. Of course we'll have to wait and see how successful it is but if Elsight"  
[X Link](https://x.com/stock_logging/status/2019469105355460617)  2026-02-05T17:52Z [----] followers, [--] engagements


"@topsecretstocks @TenbaggerAktien $RDDT und $APP sind fr mich aktuell die interessantesten US-Largecaps habe beide auf der Watchlist. Beides unglaublich leane capex-light und asset-light Unternehmen mit hohen Margen starkem Wachstum und mMn. recht fairer Bewertung aktuell"  
[X Link](https://x.com/stock_logging/status/2020555537088155849)  2026-02-08T17:49Z [----] followers, [---] engagements


"$FIN.L Yesterday I opened a small position in Finseta deliberately ahead of tomorrows H1 results. I think the R/R looks pretty attractive. At current consensus the stock is priced at 5.4x [----] fwd. P/E and 2.9x [----] fwd. P/E. Short thread on the business model and my investment case:🧵 ➢ Finseta enables high-net-worth individuals (HNWIs) and companies to process cross-border payments including FX conversions mostly spot without trading/hedging (= riskless principal). So no risks like Argentex which recently went bankrupt because they messed up their hedging. Finseta earns on the spreads. ➢"  
[X Link](https://x.com/anyuser/status/1965349058756653534)  2025-09-09T09:38Z [----] followers, [----] engagements


"$LODE $MOB Today I fully exited both my position in Comstock and Mobilicom. Here are my reasons: $LODE ➢ Yesterday after market close Comstock initiated a $50m capital raise implying dilution of more than 30% () for existing shareholders. In my view this is a slap in the face for the investors. The CEO who regularly tweets on X said just a few days ago that the company was funded. To me that implies no further dilution should be expected. ➢ The company frequently highlights its unused mining and real estate assets (arguing that on a SOTP basis including these the company is undervalued). What"  
[X Link](https://x.com/anyuser/status/2016894141595087317)  2026-01-29T15:20Z [----] followers, [----] engagements


"Portfolio Update January [----] 📊 Performance January [----] (measured as TTWROR in EUR): +2.36% 📊 Performance YTD [----] (measured as TTWROR in EUR): +2.36 % ➡ Holdings: $ELS.AX $247A.T $NURS.V $SLYG $HROW $SOFW.TA $URGN $5314.TW $ALLIX.PA $Undisclosed European smallcap $MLUAV.PA $YB $0236.KL $276A.T $277A.T $Undisclosed Japanese job-recruiting platform $2181.HK $4493.T $PRPO $NRXS $462A.T $FIN.L $HIT 📢 Monthly commentary: A truly eventful start to the year from a macroeconomic perspective: The US arrests Maduro and effectively takes control of Venezuela. Trump threatens annex Greenland"  
[X Link](https://x.com/anyuser/status/2018009019563053257)  2026-02-01T17:10Z [----] followers, [----] engagements


"📈 Performance comparison vs. benchmarks MTD https://twitter.com/i/web/status/2018009185028366485 https://twitter.com/i/web/status/2018009185028366485"  
[X Link](https://x.com/anyuser/status/2018009185028366485)  2026-02-01T17:10Z [----] followers, [---] engagements


"$HROW It seems the rumors that Harrow would miss its guidance for [----] were unfounded. The company has just reaffirmed its target of 270-280m USD revenue. https://investors.harrow.com/news-releases/news-release-details/harrow-reaffirms-2025-full-year-revenue-guidance-270-280-million $HROW Harrow Reaffirms [----] Full-Year Revenue Guidance of $270$280 Million Marking Another Year of Strong Growth https://t.co/iTfTsAx9qn https://investors.harrow.com/news-releases/news-release-details/harrow-reaffirms-2025-full-year-revenue-guidance-270-280-million $HROW Harrow Reaffirms [----] Full-Year Revenue"  
[X Link](https://x.com/stock_logging/status/2018297583395848563)  2026-02-02T12:16Z [----] followers, [----] engagements


"$276A.T CCReB Guess I was right about the stock being undervalued. Up 62% over the last three trading days after an analyst apparently initiated coverage with a price target of [-----] JPY (implying 400% upside from the date of coverage start). Of course this price target is ridiculously high but it still reinforces my view that many smaller profitable growth stocks in Japan are massively undervalued at the moment. $276A.T CCReB Most typical Japanese small-cap earnings reaction: ➢The company provides quarterly guidance on revenue and earnings (instead of only issuing full-year guidance as"  
[X Link](https://x.com/anyuser/status/2018635420636958904)  2026-02-03T10:39Z [----] followers, [----] engagements


"$4419.T Finatext The SaaS sell-off is creating excellent opportunities in stocks that had been too expensive for me for a long time. I bought Finatext this morning ahead of the quarterly results the stock is up 8% after hours. The numbers: ➢ Revenue Q1Q3: +40% YoY ➢ EBITDA Q1Q3: +60% YoY Guidance for the current FY (01/04/25 31/03/26) was reaffirmed: ➢ +43% revenue +89% EBITDA +97% EBIT YoY Mid-term plan: ➢ 40% revenue CAGR & 70% EBITDA CAGR over the next [--] years. Valuation at the AH price: ➢ 38x fwd P/E & 18x EV/EBITDA for FY 01/04/25 31/03/26 ➢ 22x fwd P/E & 10x EV/EBITDA for FY 01/04/26"  
[X Link](https://x.com/stock_logging/status/2021174887621005808)  2026-02-10T10:50Z [----] followers, [----] engagements


"3. Finatext $4419.T Revenue [--] Yr CAGR: [----] % Gross Margin LTM: [----] % Operating Margin LTM: [----] % ROCE LTM: [---] % Fwd. P/E: [----] ➡ Finatext is a Japanese company that - to my knowledge - has never been discussed on English-speaking FinTwit. ➡ The company provides modular API-based financial infrastructure enabling clients (banks insurers platform companies wealth managers etc.) to offer brokerage insurance and credit services without holding licenses themselves. By combining regulated operations (via subsidiaries) with scalable cloud tech Finatext delivers a turnkey solution for embedded"  
[X Link](https://x.com/anyuser/status/1936822321223999633)  2025-06-22T16:23Z [----] followers, [----] engagements


"$ALLIX $ALLIX.PA Not much to add from my side to what @R2Discovery has already said. Stock is trading at: ➢28x fwd P/E 3x EV/Sales and 20x EV/FCF for [----] ➢13x fwd P/E 2.5x EV/Sales and 9x EV/FCF for [----]. And that's despite the obvious tailwinds from European cybersecurity autonomy. Not to mention that NATO's 5% GDP target by [----] explicitly includes cybersecurity. IMO way too cheap and thus one of the easiest buys on the market right now. Great Q3 report from Wallix $ALLIX MRR up 27.5% y/y Q3 Sales +22% y/y. SaaS outstanding dynamic with +43% y/y growth. Sharp improvement in earnings in H2"  
[X Link](https://x.com/anyuser/status/1985273537725112659)  2025-11-03T09:11Z [----] followers, [----] engagements


"This is the portfolio I am taking into [----]. Mega thread with a short pitch for every stock in my current portfolio 🧵 [--]. $247A.T AI Robotics ➢ Japanese company that uses a proprietary AI engine called "Sell" to develop and scale its own D2C consumer brands mainly in the areas beauty and beauty devices. Thanks to "Sell" product development advertising campaigns and CRM processes are largely automated while production is fully outsourced. This makes the company extremely asset-light and efficient. Annualized revenue per employee stands at 8.4m USD. The companys goal is a 100% revenue and"  
[X Link](https://x.com/anyuser/status/2005338559205474436)  2025-12-28T18:02Z [----] followers, 41K engagements


"$MLUAV.PA $MLUAV Great news for Embention: Amazon Prime Air the drone delivery service from $AMZN has begun initial test flights in the UK. The service is set to officially launch during [----]. Embention provides autopilot systems for Amazon's drones enabling them to fly autonomously. The news about the UK test flights was shared by Embention's official X channel suggesting that the partnership is progressing well for both parties. ⚠Note for those hearing about the stock for the first time: The share price has roughly doubled since my pitch linked below so the stock is no longer cheap based on"  
[X Link](https://x.com/stock_logging/status/2011851504047489141)  2026-01-15T17:22Z [----] followers, [----] engagements


"$FIN.L I re-opened a position in Finseta a UK-based microcap from the payments sector. Highly contrarian setup as the sector is unloved and the stock was down 58% in [----]. Despite a 49% 5Y revenue CAGR and a 60% gross margin the stock is valued at 0.7x EV/Sales for [----]. ➢ Quick business model overview: Finseta operates a digital payments / multi-currency account platform that enables companies and high-net-worth individuals (HNWIs) to process international payments and FX conversions. The company generates revenue by taking a small cut of the FX spread. ➢ They mainly target smaller and"  
[X Link](https://x.com/stock_logging/status/2016206427023360123)  2026-01-27T17:47Z [----] followers, [----] engagements


"$ELS.AX $ELS Elsight held its Q4/2025 earnings call yesterday and presented its long-term growth vision. Here is a detailed summary of what I see as the most important points of the call✍ [--]. Numbers ➢ Elsight increased its [----] revenue by 11x vs. [----] to approx. 22.8m USD / 35m AUD. The current [----] backlog already stands at 22m USD. ➢ Operating cash flow came in at an impressive 19.8m USD. This is mainly driven by significant pre-payments made by customers ahead of large orders (highlighting how mission-critical Elsights products are) but also by the companys very high-margin products and"  
[X Link](https://x.com/stock_logging/status/2019408169777119607)  2026-02-05T13:50Z [----] followers, [----] engagements


"$MLUAV.PA $MLUAV I just stumbled across some very relevant news: Embention has called an Extraordinary General Shareholders Meeting for March [--] [----]. The agenda: an uplisting to Euronext Growth One of the potential catalysts I described in my original deep dive is thus materializing. For shareholders (disc.: I am long) the uplisting brings several advantages in terms of disclosure transparency. Audited annual financial statements must be published within four months after the end of the fiscal year and the same applies to the mandatory half-year results. Until now Embention has only published"  
[X Link](https://x.com/stock_logging/status/2021565542943830106)  2026-02-11T12:42Z [----] followers, [----] engagements


"@oystein_barmen A very suggestive question. I don't think I need to explain that to you"  
[X Link](https://x.com/stock_logging/status/1977993455201886546)  2025-10-14T07:02Z [----] followers, [---] engagements


"$YB Good news from Yuanbao. As you can read below management doesn't plan to sell any shares at the end of the lockup period on Monday. One risk less. On the contrary one major investor named SCC Entities / Enlightenment Trust increased its stake from 6.3% at the time of the IPO to 9.7% according to a SEC-filing from October [--] [----]. Now it remains to be seen whether the company can sustain its growth rates and if potential shareholder returns will be announced. https://yuanbao.gcs-web.com/static-files/f3d609ff-797a-49f9-87a8-f8c4f466f5b6 Yuanbao will reach its first post-IPO lock-up"  
[X Link](https://x.com/stock_logging/status/1981697037159559492)  2025-10-24T12:19Z [----] followers, [----] engagements


"$276A.T CCReB is an interesting watchlist candidate for me. 142m USD mcap currently trading at a fwd P/E of [--] for FY2026 (Sep [--] [----] - Aug [--] 2026) with targeted revenue and earnings CAGR of around 68% over the next three years. If this were a US-based data center AI company it would likely trade at 2-3x that valuation. The business model is quite interesting: the company uses its own AI algos to analyze the real estate needs of roughly [-----] companies and then reaches out to them for strategy consulting project management and brokerage services. These three pillars are the majority of"  
[X Link](https://x.com/stock_logging/status/1983530062407242201)  2025-10-29T13:43Z [----] followers, [----] engagements


"Portfolio Update October [----] 📊 Performance October [----] (measured as TTWROR in EUR): [------] % 📊 Performance YTD (measured as TTWROR in EUR): +38.68 % ➡ Holdings (part 1/2): $NURS.V $247A.T $SLYG.DE $undisclosed $ARYT.TA $INT.ST $HROW $SOFW.TA $YB $ETON $277A.T $9911.HK $4019.T $MLUAV.PA $4475.T"  
[X Link](https://x.com/stock_logging/status/1985025176246137304)  2025-11-02T16:44Z [----] followers, [----] engagements


"$ARYT $ARYT.TA I just halved my position. The stock hit a new ATH today (Tel Aviv stock exchange is open) is up 93% since my deep dive almost four months ago and 117% since I bought. A return that significantly exceeded my initial expectations in such a short time. Reasons for my trim: ➢ Aryt is a cyclical company with project-based revenue. The last major order intakes were on August [--] [----] and May [--] [----]. I would have liked to see more new orders since my buy-in. The backlog for [----] sits currently around [---] million ILS (compared to the targeted revenue of [---] million ILS in 2025). I"  
[X Link](https://x.com/stock_logging/status/1987519198851993963)  2025-11-09T13:54Z [----] followers, [----] engagements


"$INT $INT.ST I fully exited my position today and am no longer invested. Below is a recap of my thoughts on the Q3 report and my reason for selling. ➢ The headline numbers were as usual impressive. 295% revenue growth and 696% EBIT growth YoY are numbers you dont see every day. The weak operating cash flow was already known before. ➢ Overall the improved disclosure in the report is a clear positive in my view. We finally have a better breakdown of sales between Yuvio and Daro a more detailed customer structure and a clearer geographical split of revenue. ➢ What caught my attention: No"  
[X Link](https://x.com/stock_logging/status/1988156911091397008)  2025-11-11T08:08Z [----] followers, 27.6K engagements


"Regarding $HIT: ➢ Revenue $8.5m +90.41% YoY (vs. $7.27m est.) ➢ EBT $0.6m (margin: 7.07%) +47.57% YoY ➢ EPS [----] USD (vs. $0.01 est.) ➢ Despite these strong numbers the stock was cdown 40% () at some point. IMO this is a complete overreaction by the market. ➢ Reason: while some customers brought forward part of their planned healthcare plan selections into Q3 others due to increased uncertainty in the healthcare market are unexpectedly delaying decisions until Q1/26. The result: guidance for Q4/25 is rather cautious with only around 50% expected revenue growth which is below consensus. ➢"  
[X Link](https://x.com/stock_logging/status/1988300778662941109)  2025-11-11T17:40Z [----] followers, [----] engagements


"$MOB 80m USD mcap pick and shovel play for small military drones & robots. Currently focusing on communication solutions they are now also positioning themselves as a cybersecurity pioneer for drones. Statements from a recent interview with the CEO (linked below): Already one fully scaled production line from one of their Tier [--] customers upon receiving a DoD contract could mean 20-30m in revenue for $MOB. During Q3/25 call they guided for a 3m USD quarterly revenue run rate and positive fcf til end of [----] (see picture below). The company is debt-free and has 16m USD in cash. The burn rate"  
[X Link](https://x.com/stock_logging/status/1990372876294226316)  2025-11-17T10:54Z [----] followers, [----] engagements


"$MOB Mobilicom is the latest addition to my drone basket. Elevator pitch below. Besides that the basket consists of $MLUAV.PA and the undisclosed stock. $MOB is a risky extremely () volatile stock but I see potential for a return of over 30% pa from here over the next 4-5 years. Perhaps I'll do a proper deep dive in the next few weeks @NestBetter $MOB 80m USD mcap pick and shovel play for small military drones & robots. Currently focusing on communication solutions they are now also positioning themselves as a cybersecurity pioneer for drones. Statements from a recent interview with the CEO"  
[X Link](https://x.com/stock_logging/status/1990430536376991777)  2025-11-17T14:43Z [----] followers, [----] engagements


"I come to the same conclusion as you (the drone business has incredibly high potential for the company) but where did you find the [-----] USD selling price On the website here I find prices of [------] TWD (6000 USD) [------] TWD (7903 USD) [------] TWD (8851 USD) and [------] TWD (13277 USD) Of course these are only the prices for the civilian versions of the drones. If they sell the models to military customers the selling price is likely twice as high due to various modifications. My rather conservative calculation would be something like this: Let's say [------] TWD average selling price for"  
[X Link](https://x.com/stock_logging/status/2010981835262578976)  2026-01-13T07:46Z [----] followers, [--] engagements


"@Mufasa_Capital Yeah it's really mind-boggling. The company reminds me a bit of $MBR.WA Mo-Bruk they have a similar margin profile. But they also supposedly have connections to organized crime as I read somewhere😅"  
[X Link](https://x.com/stock_logging/status/2013561077687005500)  2026-01-20T10:35Z [----] followers, [---] engagements


"Yes absolutely the communication last year was a complete disaster and it's quite possible that management deliberately withheld information from the market. That's why it's only a very small position (around 2%) in my portfolio. However it's worth noting that there have been years (e.g. 2023) where they exceeded their own guidance. My view is that the company is currently valued as if it's no longer growing and is more or less dead. But that's definitely not the case. The corporate segment is growing at good rates and the volatile HNWI segment whose share of revenue is steadily declining"  
[X Link](https://x.com/stock_logging/status/2016242348133646534)  2026-01-27T20:10Z [----] followers, [--] engagements


"@friso_alenus @JustinvestToday @eftegarie @investwithwes1 Great deep dive very well researched with many valuable facts and numbers from different sources. Well done"  
[X Link](https://x.com/stock_logging/status/2016253486925549913)  2026-01-27T20:54Z [----] followers, [--] engagements


"@sy_capital Haha I would like some new branches in Monaco Malta and Cyprus 😁"  
[X Link](https://x.com/stock_logging/status/2016388356913913890)  2026-01-28T05:50Z [----] followers, [--] engagements


"@broheim777 @Mufasa_Capital @Mufasa_Capital Not only a broken care salesman but apparently a true grifter. Watch this - absolutely insane https://x.com/i/status/2016887762251592007 $lode Here is the lying 🐍 @CDe_Gasperis explaining how they upsized the offering in August to ensure they had a buffer to 'profitability' INCLUDING funding a second site to permitting and expanding storage. https://t.co/1PyHNVf33C https://x.com/i/status/2016887762251592007 $lode Here is the lying 🐍 @CDe_Gasperis explaining how they upsized the offering in August to ensure they had a buffer to 'profitability'"  
[X Link](https://x.com/stock_logging/status/2016909957652713594)  2026-01-29T16:23Z [----] followers, [--] engagements


"@knedoycap I have this stock on my watchlist for a while now. I agree with you that management is making a much better impression. I liked to see that they personally participated in the last raise. That's exactly how it should be when the interests of management and shareholders align"  
[X Link](https://x.com/stock_logging/status/2017121235906203976)  2026-01-30T06:22Z [----] followers, [--] engagements


"@realroseceline Why What's wrong with having more than [--] companies in your portfolio I don't think my performance is that bad either (measured in EUR not USD). All roads lead to Rome"  
[X Link](https://x.com/stock_logging/status/1940273249977499831)  2025-07-02T04:56Z [----] followers, [----] engagements


"This guys trying to call me out publicly but probably doesnt even know half the stocks in my portfolio - and of course doesnt share his own performance either. Anyway thanks for the free publicity 👍🏻 This is what I call diworsification This is what I call diworsification"  
[X Link](https://x.com/stock_logging/status/1940277708522758515)  2025-07-02T05:13Z [----] followers, [----] engagements


"$HROW Love to see that. This kind of compensation structure really speaks volumes about how management views the companys long-term potential. Was planning to add to my position this month regardless of this. IMO one of the best opportunities in the market right now. No position but been a while since I've seen the type of "bet on yourself and make multi-generational wealth" PSUs $HROW just gave out Stock closed at $30; CEO gets 890k shares (3% of company $90m pretax) if stock touches $100. but gets [--] if stock doesn't hit $50 https://t.co/vnh4KOEI11 No position but been a while since I've"  
[X Link](https://x.com/stock_logging/status/1940660356093038876)  2025-07-03T06:34Z [----] followers, [----] engagements


"Tomorrow around [--] PM CET (12 PM EST) Im dropping a deep dive on a very interesting stock one that no one has ever talked about on Fintwit before👀 Stay tuned"  
[X Link](https://x.com/stock_logging/status/1949145191136325774)  2025-07-26T16:30Z [----] followers, [----] engagements


"$NURS.V Started a position in Hydreight Technologies today. Still early in the research but pretty clear to me that this might be the most asymmetric R/R since Intellego's first Likang deal. Below Im linking a few sources I found helpful for your own research. https://www.youtube.com/watchv=_oOksk9A5Ms https://x.com/realLigerCub/status/1925906164446872056 https://x.com/Premski_SGP/status/1942869919357612288 https://mvcinvesting.substack.com/p/hydreight-technologies-hydtfnursv https://www.youtube.com/watchv=_oOksk9A5Ms https://x.com/realLigerCub/status/1925906164446872056"  
[X Link](https://x.com/stock_logging/status/1950609290391155083)  2025-07-30T17:27Z [----] followers, [----] engagements


"$6562.T Geniee Inc. ➢ Underwhelming quarterly results. Without the consolidation of Digital PR revenue would have grown only 4% YoY. ➢Growth in the Marketing Cloud slowed to just +30% YoY from +48% in the last Q coupled with an increased churn rate (possibly a one-off effect). Revenue in the Advertising Platform business declined sharply down 13.36% YoY. Explanation for poor performance leaves much to be desired. ➢Massive red flags: removal of the slides with KPIs for the declining Advertising Platform business and the Digital PR business 🚩. Ill probably sell tomorrow morning and watch"  
[X Link](https://x.com/stock_logging/status/1955282658826842182)  2025-08-12T14:58Z [----] followers, [----] engagements


"Im very pleased with the results from my Japan SaaS basket last week. Heres a short thread on the numbers of $4374.T $4377.T $4493.T & 5621.T🧵: [--] $4374.T Robot Payment ➢ Payment provider for automated recurring payments & SaaS solutions for invoicing receivables management & debt collection. Revenue Q2: +20% YoY Operating Profit Q2: +92% YoY (margin: 27.6%) EPS Q2: +94% YoY ✅ Guidance raised 💴 Valuation: Fwd P/E FY2025: [--] / FY2026: 12"  
[X Link](https://x.com/stock_logging/status/1956737575932015004)  2025-08-16T15:19Z [----] followers, [----] engagements


"$YB Yuanbao Q2 Earnings Analysis The numbers: Revenue: +25.22% YoY +10.30% QoQ EBIT: +57.60% YoY +2.87% QoQ EBIT margin: 27.83% vs. 22.11% in Q2/24 & 29.83% in Q1/25 EPS: +49.65% YoY +0.31% QoQ KPI - Number of new policies: +49.9% YoY vs. +21.3% YoY in Q1/25 The market didnt like the results the stock was down about 12% yesterday and another 5% today. In my opinion unfairly so. But lets take a look at what might have spooked investors: [--] Revenue growth slowed considerably. In Q1/25 YoY growth was +43.8% now only +25.2%. [--] EBIT margin was down QoQ even though the CFO had guided for further"  
[X Link](https://x.com/stock_logging/status/1961119728455368918)  2025-08-28T17:32Z [----] followers, [----] engagements


"$9911.HK Newborn Town Inc. H1 [----] results: Revenue: +40.03% YoY GP: +55.57% YoY GP Margin: 55.80% vs. 50.22% in H1/2024 EBIT: +30.77% YoY EBIT Margin: 15.07% vs. 16.14% in H1/2024 EPS: +90.00% YoY 💵 Fwd. P/E 2025: [----] (based on annualized H1 EPS) Very solid numbers IMO EPS seems to have come in well above consensus. Stock was up +13% today. In H1 the company also repurchased almost 3% of outstanding shares. Note: EPS growth partly driven by 100% acquisition of subsidiaries. ➢ Since most of you probably dont know the company here is a quick rundown of the business model: 89% of revenue"  
[X Link](https://x.com/stock_logging/status/1961362863953473937)  2025-08-29T09:38Z [----] followers, [---] engagements


"Thanks 🤝There are several reasons for this: [--]. In the past I had a bad experience when I heavily overweighted a single position ($EVO). Since then I prefer to hold a larger number of relatively equally weighted high-conviction ideas and let the market decide on the weighting through performance. Intellego for example only grew into such a large position mainly due to share price performance. Im just letting it run now. [--]. I like to stay globally diversified. [--]. With a relatively high number of holdings combined with broad global diversification my portfolio is less correlated with the"  
[X Link](https://x.com/stock_logging/status/1962555973014257878)  2025-09-01T16:39Z [----] followers, [---] engagements


"1. $3496.T Azoom Revenue [--] Yr CAGR: 28.3% Gross Margin LTM: 41.9% Operating Margin LTM: 17.3% ROCE LTM: 44.1% 💵 Fwd. P/E: [----] for FY 01.10.24 30.09.25 (company guidance) 💵 Fwd. P/E: [----] for FY 01.10.25 30.09.26 (own estimate) 💼 Insider ownership: 58% ➢ Azoom is a Japanese company focused primarily on monetizing parking spaces. It operates the online platform CarParking (the 2nd largest website in Japan in this space) where users can search for monthly parking spots. ➢ Almost 92% of revenue comes from recurring monthly income streams: - Subleasing of parking spaces: Azoom rents spaces"  
[X Link](https://x.com/stock_logging/status/1964007598648070315)  2025-09-05T16:47Z [----] followers, [----] engagements


"$7378.T Asiro Q3 numbers look good at first glance but IMO not at all on the second. Stock is down 20% after hours. ➢ Rev.: +42.4% YoY ➢ GP: +40.5% YoY ➢ GPM: 37.5% vs. 38.0% in Q3/24 ➢ OP: +78% YoY ➢ OPM: 19.3% vs. 15.4% in Q3/24 ➢ FY guidance was raised: now calling for +36.3% revenue growth and EPS of JPY [------] which implies a fwd. Fwd. P/E of about [--] for FY [----] at the after-hours price. So why did the market - and I - not like the results Legal Media: Asiro generates recurring revenues here by connecting users with lawyers for cases like divorce traffic law etc. QoQ and YoY growth in"  
[X Link](https://x.com/stock_logging/status/1966412018988027952)  2025-09-12T08:02Z [----] followers, [----] engagements


"What I also find extremely important: the market apparently hasnt yet understood the significance of the cooperation with Henkel. In the short report the guy claims that Intellego only delivers dosimeters to Henkel. That shows he has absolutely no understanding of the company. Little hint: maybe he should google what photoinitiators and resins are. I hope Claes will comment on this on Monday; otherwise I will put out a tweet about it myself"  
[X Link](https://x.com/stock_logging/status/1968992600364315056)  2025-09-19T10:56Z [----] followers, [----] engagements


"8. Conclusion ➢In my view Health In Tech is a highly interesting and still rather unknown stock with hypergrowth a scalable platform model a high share of recurring SaaS-type revenues and huge revenue potential which could increase significantly if the company expands into other insurance lines. According to management the US insurance market is so far behind in terms of digitalization and AI adoption that the potential for $HIT is enormous (quote was something like: the insurance market is [--] years behind the financial sector in terms of digitalization). ➢Even though the stock is not super"  
[X Link](https://x.com/stock_logging/status/1972698871974236462)  2025-09-29T16:23Z [----] followers, [----] engagements


"Since I don't want to be seen as a pumper I'm happy to also share unfavorable insights about my stocks. Here's the explanation for the "available liquidity" position. Bad communication by Intellego there's no other way to put it. @AveCaesar511 From what I've heard just now INT got an additional credit facility of 500m SEK for M&A purposes. Means 600m SEK of the available liquidity are credit lines 150m is the cash of which 35m came from warrants means Q3 had 15m FCF since cash at the end of Q2 was 100m SEK. @AveCaesar511 From what I've heard just now INT got an additional credit facility of"  
[X Link](https://x.com/stock_logging/status/1973722713694040091)  2025-10-02T12:12Z [----] followers, [----] engagements


"No seriously: I think it's a combination of several factors: - The stock had been extremely hot for a while with over [---] SEK being the year-to-date gain of over 300%. - Then the first report from Sven Nordenstam came out and the first people pocketed their profits (I should have done that too honestly). Shortly afterward there was a preliminary announcement about the achievement of the annual targets as well as a follow-up purchase by the CEO which came across as very pumpy and defiant. - A few days later the first short report came out which really only contained old accusations unverified"  
[X Link](https://x.com/stock_logging/status/1974148597085012244)  2025-10-03T16:24Z [----] followers, [----] engagements


"@SharogradskyM Surely someone will write a new short report over the weekend from his mom's basement and use investigative research to find out that the German company is run by two half-time employees"  
[X Link](https://x.com/stock_logging/status/1974433495666794823)  2025-10-04T11:16Z [----] followers, [---] engagements


"Some evolving thoughts: [--]. The customer mentioned in the PR is most likely MoveoMed GmbH from Germany. Close to Dresden fits the company description fits and there are also posts on LinkedIn that indicate business relationships between the two companies. Looking at the most recent reports in the German company register it appears to be a relatively small company. How does that fit with an order value of EUR [--] million IMO Most likely the relationship between Yuvio and MoveoMed works on an agent basis meaning that MoveoMed only records a small commission of the order value as revenue when they"  
[X Link](https://x.com/stock_logging/status/1974807428056093047)  2025-10-05T12:02Z [----] followers, [----] engagements


"Great write-up from my friend @SimeonResearch_ on one of Europe's most exciting software smallcaps. Extremely detailed and highly worth reading. Bang Bang Bang $ILYDA.AT Deep Dive 💥 My best Piece so far Enjoy Link in the Bio Dont forget to follow https://t.co/7yQvftXY0p Bang Bang Bang $ILYDA.AT Deep Dive 💥 My best Piece so far Enjoy Link in the Bio Dont forget to follow https://t.co/7yQvftXY0p"  
[X Link](https://x.com/stock_logging/status/1975502380189032831)  2025-10-07T10:04Z [----] followers, [----] engagements


"@SixSigmaCapital $YB Chinese online insurance broker growing 25-30% topline this year with potential for further margin expansion trading at [---] fwd P/E and [---] fwd EV/FCF for [----] when annualizing H1. https://x.com/stock_logging/status/1968620200372142494t=KlxfHgL1CtxPJG3WTNnTTQ&s=19 $YB Another position Ive added to this month is Yuanbao. To me the valuation is absurdly cheap. Fwd. EV/FCF for [----] is likely to come in below [--]. My napkin math: ➢ USD 1.1bn market cap ➢ USD 612m EV (thanks to a hefty net cash position) ➢ USD 122.6m OCF in H1/2025 ➢ USD"  
[X Link](https://x.com/stock_logging/status/1976281531800027531)  2025-10-09T13:40Z [----] followers, [----] engagements


"@Mufasa_Capital This can only be good. Probably the most bullish news of recent weeks. The old shareholder base was a complete disaster"  
[X Link](https://x.com/stock_logging/status/1976551422033330548)  2025-10-10T07:32Z [----] followers, [---] engagements


"➢ In my view Embentions greatest competitive advantage lies in the numerous certifications the company has obtained over the years. The company complies with many so-called DO standards which are key process standards in the aerospace industry covering areas such as software hardware and environmental and reliability testing. In addition it meets several quality management standards including ISO [----] and EN [----]. The company achieved very important additional milestones in the summer of [----]. - On the one hand it obtained a POA (Production Organisation Approval) from the Spanish aviation"  
[X Link](https://x.com/stock_logging/status/1977408347650277829)  2025-10-12T16:17Z [----] followers, [----] engagements


"@oystein_barmen Where's your statement on the false information you spread last week $INT $INT.ST https://x.com/oystein_barmen/status/1976656637927796964 Supposed to turn bright pink at [---] mJ/cm but in real tests just orange at half the dose. Does this UVC dosimeter even work A video from a real test conducted is included in the report from Maius $INT $INT.ST https://t.co/Xb1rgYbgnC https://x.com/oystein_barmen/status/1976656637927796964 Supposed to turn bright pink at [---] mJ/cm but in real tests just orange at half the dose. Does this UVC dosimeter even work A video from a real test"  
[X Link](https://x.com/stock_logging/status/1977992402397979087)  2025-10-14T06:58Z [----] followers, [----] engagements


"$4475.T Market phases like the current one are IMO always good opportunities to revisit old ideas one may have sold earlier due to high valuations. One example for me would be $4475.T Hennge. I was invested in the stock earlier this year and realized some nice gains. Recently the share price has since become significantly cheaper again. Hennge is essentially the Japanese equivalent of $OKTA a cybersecurity company specializing in identity and access management. Based on my estimates for FY [----] (October [--] [----] September [--] 2026) the stock is trading at a forward P/E of [--] and a forward"  
[X Link](https://x.com/stock_logging/status/1979143956530090205)  2025-10-17T11:14Z [----] followers, [----] engagements


"$NURS.V $HYDTF Great update from Hydreight at Planet Microcap yesterday. 295k orders for VSDHOne in Q3 resulting in approximately 180k orders for September (after 35.6k in July and 80k in August). This puts them ahead of their own projections. Thus the unease some investors felt because there was no September update until yesterday was unfounded. Furthermore the CEO mentioned that they received very large orders at the end of Q3 which will count in Q4. So the uptrend seems to continue. Regarding the AOV the plan is to steadily increase it from the current [--] CAD to 60-80 CAD. Furthermore"  
[X Link](https://x.com/stock_logging/status/1981301188453625858)  2025-10-23T10:06Z [----] followers, 17.8K engagements


"$MLUAV.PA In my deep dive I already mentioned that Embention opened a branch in the UAE at the end of [----]. Now they've completed a new production facility there. The the press release sounds promising. Quote: "The facility will enable Embention to significantly increase its production capacity supporting the growing global demand for high-reliability avionics and autonomous systems. This milestone marks a significant step forward in ensuring faster delivery times greater flexibility and an enhanced ability to meet customer needs worldwide.""  
[X Link](https://x.com/stock_logging/status/1981432301167800331)  2025-10-23T18:47Z [----] followers, [----] engagements


"@SloppyDave Excellent summary it perfectly reflects my own opinion. I sold half of my position yesterday and am still undecided about what to do with the rest. The upside potential in the bull case is incredible huge but is it worth the daily stress Probably not"  
[X Link](https://x.com/stock_logging/status/1983446269185143226)  2025-10-29T08:10Z [----] followers, [----] engagements


"$SOFW $SOFW.TA Strong Q3/25 numbers: ➢Rev.: 21.07m $ +56.02% YoY ➢Gross Profit: 15.53m $ +52.90% YoY margin: 73.69% ➢Operating Profit: 1.48m $ (Q3/24: -1.31m $ loss) margin: 7.06% ➢Net Profit: 0.98m $ (Q3/24: -1.30m $ loss) margin: 4.66% https://maya.tase.co.il/he/reports/companies/1700607attachmentType=pdf1 $SOFW $SOFW.TA Wow absolutely fantastic Q2 results from Sofwave way above my expectations Revenue: USD 20.99m + [-----] % YoY (huge acceleration from + [--] % growth in Q1/25) EBIT: USD 2.18m vs. USD - [----] in Q2/24 (operating margin: [-----] %) Net Profit: USD 1.5m https://t.co/ErnfvemUBJ"  
[X Link](https://x.com/stock_logging/status/1985610850254639302)  2025-11-04T07:31Z [----] followers, [----] engagements


"$SOFW $SOFW.TA Regarding valuation: I think 23-25m $ in revenue in Q4 is possible (which would correspond to approximately 30-40% YoY growth). This would result in revenue of approximately 83m $ or 271m ILS for FY [----]. Based on the current EV of 1.08b ILS this results in a fwd EV/Sales ratio of [----] for FY [----]. I don't think this expensive for a company growing that fast that could achieve an EBIT margin of around 30% in a few years. https://twitter.com/i/web/status/1985615833846985174 https://twitter.com/i/web/status/1985615833846985174"  
[X Link](https://x.com/stock_logging/status/1985615833846985174)  2025-11-04T07:51Z [----] followers, [----] engagements


"$3496.T Strong print this morning FY [--] from Oct [--] [----] to Sep [--] 2025: ➢ Rev. +27.9% ➢ OP +43% ➢ EPS +40.8% Even stronger is the new mid-term plan: Over the next [--] years they aim to achieve a rev. CAGR of 30% and an operating profit CAGR of 37%. Stock +17% AH. These numbers far exceed my initial forecasts. The measures to achieve these goals: [--]. Expansion of recurring revenue in existing domain Azoom plans to massively scale its existing parking subleasing and management model to increase recurring revenue through more parking spaces higher occupancy rates and AI-powered efficiency. 2."  
[X Link](https://x.com/stock_logging/status/1988881264095510698)  2025-11-13T08:06Z [----] followers, [----] engagements


"$247A.T Financials for H1 released on Friday: ➢ Revenue +66% ➢ EBIT -42% (Margin: 6.7%) ➢ Profit -43% Target for the full year: 97% revenue and profit growth with a 17% EBIT margin. Progress according to the company is as planned so far. The significant concentration of revenue and profit into the second half of the year was pre-announced six months ago. Profit was significantly impacted by accelerated investment and advertising expenditures including those for building the new hair care brand Straine which was launched just six months ago and already accounts for approximately 8% of revenue."  
[X Link](https://x.com/stock_logging/status/1990102494861504717)  2025-11-16T16:59Z [----] followers, [----] engagements


"$NURS.V $HYTDF My thoughts on the Q3 call: That was an absolutely disastrous call regarding the communication and it really caught me off guard after the very positive recent interviews on Planet MicroCap and MicroCapClub. They truly could not have created more confusion. My summary below: ➢ At the beginning a lot of emphasis was placed on their cost discipline. CAPEX will remain more or less fixed next year as many of the upfront costs related to the VSDHOne launch will naturally not recur. Any increase in gross profit will therefore flow through to the bottom line. ➢ Growth levers: more"  
[X Link](https://x.com/stock_logging/status/1994715291167736304)  2025-11-29T10:29Z [----] followers, 19.8K engagements


"$NURS.V $HYTDF Just bought back my previously halved position (I trade the stock on German stock exchanges). ➢This accidental leak in the $VST.CN numbers now reinforces the theory that the terrible communication during the earnings call was due to the inexperience of the persons involved and not an attempt to hide any problems in the core business. But: The leak which was later corrected underscores the impression that communication at Hydreight and Victory Square is anything but professional. ➢In any case with [------] orders placed YTD they do indeed seem to be on track according to the old"  
[X Link](https://x.com/stock_logging/status/1995833447533711690)  2025-12-02T12:32Z [----] followers, 10K engagements


"$NURS.V $HYDTF IMO a really strong update from Hydreight today. ➢ At least [------] orders placed from December 2nd to December 17th [----]. ➢ And that's with only [---] fully onboarded licenses. ➢ In total they currently have [----] licensees under contract far more than the originally planned [----]. ➢ Even if the newly added licensees are likely to be smaller players than those initially onboarded this demonstrates the growth potential for [----]. ➢ Since they currently scale with breakneck speed & are working on several growth initiatives (possibly the partnerships with ACOs unions or independent"  
[X Link](https://x.com/stock_logging/status/2001658396626284853)  2025-12-18T14:18Z [----] followers, [----] engagements


"$SOFW $SOFW.TA Highly interesting PR from Softwave this morning. ➢ Preliminary revenue Q4/25: [----] - 28.9m USD +56.3% - +57.4% YoY (significantly above my own expectations see post below) ➢Cash $35.2 million +33% QoQ & +63% YoY (should be mostly or completely due to strong free cash flow which would confirm the high operating leverage) ➢Filing of an F1 form with the SEC for a possible US listing (would result in improved trading liquidity - good for large institutional investors and potentially a higher valuation multiple in the US) Strong execution once again."  
[X Link](https://x.com/stock_logging/status/2008832927891587162)  2026-01-07T09:27Z [----] followers, [----] engagements


"3. Current product portfolio & pipeline In order to make realistic assumptions about future revenue growth I looked at both the existing product portfolio and the pipeline of medicines in development. Goal: determine peak sales potential. I proceeded as follows: TAM taken from market reports. SAM realistically addressable market for Mabpharm. The US Europe and Japan were excluded from TAM. In general I assumed SAM at 30% of TAM. If TAM and SAM refer to the original product rather than the biosimilar market of a given active ingredient I applied a 40-50% discount to reflect the lower"  
[X Link](https://x.com/stock_logging/status/2013344674321219865)  2026-01-19T20:15Z [----] followers, [---] engagements


"4. Key figures & balance sheet A few selected figures: ➡ Gross margin TTM: 86.4% ➡ Operating margin: -5.6% LTM but +1.06% in H1/25 ➡ Total debt H1/25: 305m CNY ➡ Cash H1/25: 94m CNY ➡ Net debt: 211m CNY ➡ EBITDA H1/25: 38.24m CNY (13.95% margin) ➡ Net debt / EBITDA with annualized H1/25: [----] ➡ OCF / EBITDA in H1/25: 112% (OCF higher than EBITDA mainly due to share-based compensation) ➡ FCF / EBITDA in H1/25: 18% Looking at the key figures it can be stated that the company as is typical for the sector has an attractive gross margin has recently made the jump to profitability but also has a"  
[X Link](https://x.com/stock_logging/status/2013345138618012036)  2026-01-19T20:17Z [----] followers, [---] engagements


"Please note that the approximately 413k orders from the first half of December are orders placed not orders delivered. The latter are responsible for the accounting revenue. The run rate for orders delivered is certainly significantly below 400k at the moment. Therefore in my opinion a guidance of around 150-200m CAD seems realistic. https://twitter.com/i/web/status/2014754132855242908 https://twitter.com/i/web/status/2014754132855242908"  
[X Link](https://x.com/stock_logging/status/2014754132855242908)  2026-01-23T17:36Z [----] followers, [--] engagements


"@nimesh3t @Mufasa_Capital Outlook seems to be horrible too"  
[X Link](https://x.com/stock_logging/status/2018673249341571466)  2026-02-03T13:09Z [----] followers, [--] engagements


"8. Conclusion For investors willing to invest in Chinese equities Yuanbao is in my view one of the most attractive options currently available. Yuanbao essentially combines everything I look for in my investment strategy: an extremely asset-light business model high margins an exceptionally strong balance sheet (probably one of the best Ive seen in a long time) strong growth and an cheap valuation. Of course the stock carries risks and a China discount is certainly justified. However Im personally not too concerned about competition at this stage. Commissions from the brokerage business"  
[X Link](https://x.com/stock_logging/status/1949498702927679998)  2025-07-27T15:54Z [----] followers, [----] engagements


"@sy_capital Glckwunsch sehr starke Performance 💪🏻 Welche Aktien waren die hauptschlichen contributors dafr PS Dir und deiner Familie natrlich auch frohe Weihnachten"  
[X Link](https://x.com/stock_logging/status/2004131137736921545)  2025-12-25T10:04Z [----] followers, [---] engagements


"Absolutely agree. I think it's not a bad idea to take some profits with drone and defense stocks right now. This year will probably be more difficult than [----] anyway (midterms just one of many reasons). So no reason to get too greedy. I've already slightly trimmed our common drone stock 4x in the last [--] days but it's still by far my largest position. Valuation is definetly getting more expensive even though I think we are probably still around 32x PE for [----]. I want to wait for the call next week and then decide whether to do a bigger trim. I don't want to sell completely for now as I"  
[X Link](https://x.com/stock_logging/status/2016923775086870965)  2026-01-29T17:17Z [----] followers, [---] engagements


"💡 By the way since last week I am also invested in another pick-and-shovel play for the drone industry - one that I actually find even more interesting. However I cant disclose it yet as it was pitched to me by another investor who has asked for confidentiality for the time being and of course I respect that wish 🤫"  
[X Link](https://x.com/anyuser/status/1977409408792498481)  2025-10-12T16:21Z [----] followers, [----] engagements


"$276A.T CCReB Most typical Japanese small-cap earnings reaction: ➢The company provides quarterly guidance on revenue and earnings (instead of only issuing full-year guidance as required) to avoid unnecessary share price volatility. ➢ The business model is project-based. A quarterly YoY comparison of the numbers is more or less meaningless due to the impact of project timelines and fluctuating realization dates. ➢ CCReB delivered numbers that matched its quarterly guidance (revenue came in 1.7% below profit 14.4% higher). ➢ The full-year guidance for +84% revenue growth and +48% EPS growth"  
[X Link](https://x.com/stock_logging/status/2011765454214218090)  2026-01-15T11:40Z [----] followers, [----] engagements


"$2181.HK Mabpharm Stock pitch time 🕛 Biotech small cap I recently bought. ➢ 274m USD mcap ➢ 140% 3Y Rev. CAGR ➢ 86% GM just flipped profitable ➢ 3.4x EV/Sales 2025e 2.3x 2026e ➢ Potential for 30% Rev. CAGR up to [----] ⚠ [----] USD trading volume/day 📌A thread 🧵"  
[X Link](https://x.com/stock_logging/status/2013343377681440980)  2026-01-19T20:10Z [----] followers, [----] engagements


"7. Conclusion For me personally Mabpharm offers an interesting opportunity to diversify my portfolio with a stock outside of Europe the US and Japan. I particularly like the very broad product pipeline which reduces the risk of failed approvals significantly compared to the average biotech company. With CMAB009 the company has also proven that it is not just able to copy but capable of developing high-quality drugs itself. The large production capacity of [-----] liters underlines the growth ambitions. Despite its high growth rates the stock trades at a more favorable valuation than many other"  
[X Link](https://x.com/anyuser/status/2013345644564365801)  2026-01-19T20:19Z [----] followers, [---] engagements


"That concludes my deep dive on $2181.HK Mabpharm - thanks for reading 🤝🏻"  
[X Link](https://x.com/anyuser/status/2013345997066293254)  2026-01-19T20:21Z [----] followers, [---] engagements


"277A.T 5591.T Two IMO highly interesting players for the AI eats software narrative from Japan: 1277A.T Globe-Ing ➢ 43% revenue growth projected for current FY ➢ 67% GM ➢ 35% OM ➢ 53% ROCE ➢ 24x fwd. P/E for FY June [--] [----] May [--] [----] Short elevator pitch: Globe-Ing is a consulting company that embeds itself deeply into client organizations through its so-called Joint Initiative (JI) model. Under JI Globe-Ing sends its own consultants into the client company for several years () where they implement deep technological changes directly on the "front line". Advantage for Globe-Ing: monthly"  
[X Link](https://x.com/anyuser/status/2017240484544995559)  2026-01-30T14:16Z [----] followers, [----] engagements

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