#  @stock_logging Stock.Logging Stock.Logging posts on X about $intst, strong, business, $int the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1935417778166439936/interactions)  - [--] Week [------] -28% - [--] Month [------] -18% - [--] Months [-------] +224% - [--] Year [-------] +13,165% ### Mentions: [--] [#](/creator/twitter::1935417778166439936/posts_active)  - [--] Week [--] -25% - [--] Month [--] +20% - [--] Months [---] +154% - [--] Year [---] +39,600% ### Followers: [-----] [#](/creator/twitter::1935417778166439936/followers)  - [--] Week [-----] +0.62% - [--] Month [-----] +5.10% - [--] Months [-----] +167% ### CreatorRank: [---------] [#](/creator/twitter::1935417778166439936/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 33.59% [currencies](/list/currencies) 29.01% [stocks](/list/stocks) 22.14% [cryptocurrencies](/list/cryptocurrencies) 14.5% [technology brands](/list/technology-brands) 8.4% [countries](/list/countries) 6.11% [social networks](/list/social-networks) 3.05% [exchanges](/list/exchanges) 2.29% [travel destinations](/list/travel-destinations) 0.76% **Social topic influence** [$intst](/topic/$intst) 12.98%, [strong](/topic/strong) 10.69%, [business](/topic/business) 10.69%, [$int](/topic/$int) 10.69%, [imo](/topic/imo) 9.92%, [$hrow](/topic/$hrow) #30, [$sofwta](/topic/$sofwta) #2, [$247at](/topic/$247at) #1, [ceo](/topic/ceo) 7.63%, [stocks](/topic/stocks) 6.87% **Top accounts mentioned or mentioned by** [@topsecretstocks](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@renditereiner](/creator/undefined) [@r2discovery](/creator/undefined) [@pbcinc](/creator/undefined) [@denver10267413](/creator/undefined) [@simeonresearch](/creator/undefined) [@mufasacapital](/creator/undefined) [@friendlycapmgmt](/creator/undefined) [@sy_capital](/creator/undefined) [@btstwt](/creator/undefined) [@qpalzm102938374](/creator/undefined) [@tenbaggeraktien](/creator/undefined) [@returnsjourney](/creator/undefined) [@frisoalenus](/creator/undefined) [@sunvmikey](/creator/undefined) [@anonymouseoutl1](/creator/undefined) [@blackscholesman](/creator/undefined) [@realroseceline](/creator/undefined) [@kyleadamsstocks](/creator/undefined) **Top assets mentioned** [YieldBasis (YB)](/topic/$yb) [MobileCoin (MOB)](/topic/$mob) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [NuCypher (NU)](/topic/$nu) [Yuanbao Inc. (YB)](/topic/yuanbao-inc) ### Top Social Posts Top posts by engagements in the last [--] hours "3 under-the-radar stocks from my portfolio I'm considering adding to. A thread 🧵" [X Link](https://x.com/stock_logging/status/1936820070023332330) 2025-06-22T16:14Z [----] 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/stock_logging/status/1936822321223999633) 2025-06-22T16:23Z [----] followers, [----] engagements "Thats exactly what $SOFW.TA said in the earnings call. Competitors from China and South Korea are apparently having trouble gaining a foothold in the US which plays to Sofwaves advantage. Overall Sofwave is in a great position thanks to its focus on skin tightening. Competitors that focus more on fat reduction procedures are struggling because of GLP1. Im really excited about the future. https://twitter.com/i/web/status/1952981971040162258 https://twitter.com/i/web/status/1952981971040162258" [X Link](https://x.com/stock_logging/status/1952981971040162258) 2025-08-06T06:36Z [----] followers, [---] engagements "$247A.T Financials for H1 released on Friday: ➢ Revenue +66% ➢ EBIT -42% (Margin: 6.7%) ➢ Profit -43% Target for the full year: 97% revenue and profit growth with a 17% EBIT margin. Progress according to the company is as planned so far. The significant concentration of revenue and profit into the second half of the year was pre-announced six months ago. Profit was significantly impacted by accelerated investment and advertising expenditures including those for building the new hair care brand Straine which was launched just six months ago and already accounts for approximately 8% of revenue." [X Link](https://x.com/stock_logging/status/1990102494861504717) 2025-11-16T16:59Z [----] followers, [----] engagements "$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/stock_logging/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/stock_logging/status/2005338559205474436) 2025-12-28T18:02Z [----] followers, 41.1K engagements "$4419.T Finatext The SaaS sell-off is creating excellent opportunities in stocks that had been too expensive for me for a long time. I bought Finatext this morning ahead of the quarterly results the stock is up 8% after hours. The numbers: ➢ Revenue Q1Q3: +40% YoY ➢ EBITDA Q1Q3: +60% YoY Guidance for the current FY (01/04/25 31/03/26) was reaffirmed: ➢ +43% revenue +89% EBITDA +97% EBIT YoY Mid-term plan: ➢ 40% revenue CAGR & 70% EBITDA CAGR over the next [--] years. Valuation at the AH price: ➢ 38x fwd P/E & 18x EV/EBITDA for FY 01/04/25 31/03/26 ➢ 22x fwd P/E & 10x EV/EBITDA for FY 01/04/26" [X Link](https://x.com/stock_logging/status/2021174887621005808) 2026-02-10T10:50Z [----] followers, [----] engagements "$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 $AMZN drone program ⚠ [----] EUR trading volume/day 📌Quick pitch below 🧵" [X Link](https://x.com/stock_logging/status/1977407823740010869) 2025-10-12T16:15Z [----] followers, 18.7K engagements "$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 "➡ Holdings (part 2/2): $9911.HK $4493.T $3496.T $BXN.AX $276A.T $PRPO $DVYSR.ST $HIT 📢 Monthly commentary: The third consecutive month of significant losses. Very frustrating. And I'm lucky that I managed to get an execution on Intellego at SEK [-----] the day after the Q3 results; otherwise the month would have been considerably worse. In general the ignominious end of this company with the arrest of CEO Claes Lindahl on suspicion of fraud was an extremely valuable learning experience. The seemingly high upside at the time of my investment blinded me to the clearly visible risks. A mistake I" [X Link](https://x.com/stock_logging/status/1997704563122696643) 2025-12-07T16:27Z [----] followers, [----] engagements "@topsecretstocks @TenbaggerAktien $RDDT und $APP sind fr mich aktuell die interessantesten US-Largecaps habe beide auf der Watchlist. Beides unglaublich leane capex-light und asset-light Unternehmen mit hohen Margen starkem Wachstum und mMn. recht fairer Bewertung aktuell" [X Link](https://x.com/stock_logging/status/2020555537088155849) 2026-02-08T17:49Z [----] followers, [---] engagements "$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 $HROW Harrow Reaffirms [----] Full-Year Revenue" [X Link](https://x.com/stock_logging/status/2018297583395848563) 2026-02-02T12:16Z [----] followers, [----] engagements "$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/stock_logging/status/1965349058756653534) 2025-09-09T09:38Z [----] followers, [----] engagements "$247A.T AI Robotics The company presented its Q3 results today. Stock is down 10% AH. Q3 (FY 01/04/25 31/03/26): ➢ Revenue: +90.8% YoY ➢ EBIT: +292.3% YoY (margin: 22.82%) Q1Q3 (FY 01/04/25 31/03/26): ➢ Revenue: +76.1% YoY ➢ EBIT: +51.5% YoY (margin: 13.64%) ➢ Sales per employee: +35.9% YoY ➢ Yunth subscribers: +29.57% YoY annual target of [------] exceeded My observations: [--] At first glance the numbers look solid. The acceleration in revenue and EBIT growth announced by the company and the CEO in the December livestream has materialized. [--] However I think the company is slightly behind its" [X Link](https://x.com/stock_logging/status/2022260053022003449) 2026-02-13T10:42Z [----] 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 "Portfolio Update August [----] 📊 Performance August [----] (measured as TTWROR in EUR): 17.43% 📊 Performance YTD (measured as TTWROR in EUR): 62.08% ➡ Holdings: $INT.ST $SLYG.DE $247A.T $NXSN.TA $NURS.V $ARYT.TA $7378.T $NU $HROW $SOFW.TA $9911.HK $5621.T $4493.T $4374.T $KURN.SW" [X Link](https://x.com/stock_logging/status/1962552530677715381) 2025-09-01T16:26Z [----] followers, 16.7K engagements "➢ Embentions ($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/anyuser/status/1985370499086455053) 2025-11-03T15:36Z [----] followers, [----] engagements "$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 "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 "$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 "@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 "$276A.T CCReB Most typical Japanese small-cap earnings reaction: ➢The company provides quarterly guidance on revenue and earnings (instead of only issuing full-year guidance as required) to avoid unnecessary share price volatility. ➢ The business model is project-based. A quarterly YoY comparison of the numbers is more or less meaningless due to the impact of project timelines and fluctuating realization dates. ➢ CCReB delivered numbers that matched its quarterly guidance (revenue came in 1.7% below profit 14.4% higher). ➢ The full-year guidance for +84% revenue growth and +48% EPS growth" [X Link](https://x.com/stock_logging/status/2011765454214218090) 2026-01-15T11:40Z [----] followers, [----] engagements "$MLUAV.PA $MLUAV Great news for Embention: Amazon Prime Air the drone delivery service from $AMZN has begun initial test flights in the UK. The service is set to officially launch during [----]. Embention provides autopilot systems for Amazon's drones enabling them to fly autonomously. The news about the UK test flights was shared by Embention's official X channel suggesting that the partnership is progressing well for both parties. ⚠Note for those hearing about the stock for the first time: The share price has roughly doubled since my pitch linked below so the stock is no longer cheap based on" [X Link](https://x.com/stock_logging/status/2011851504047489141) 2026-01-15T17:22Z [----] followers, [----] engagements "$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 "$2181.HK Mabpharm Stock pitch time 🕛 Biotech small cap I recently bought. ➢ 274m USD mcap ➢ 140% 3Y Rev. CAGR ➢ 86% GM just flipped profitable ➢ 3.4x EV/Sales 2025e 2.3x 2026e ➢ Potential for 30% Rev. CAGR up to [----] ⚠ [----] USD trading volume/day 📌A thread 🧵" [X Link](https://x.com/stock_logging/status/2013343377681440980) 2026-01-19T20:10Z [----] followers, [----] engagements "$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 "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 $MOB have agreed to distribute Palladyne Pilot and Mobilicom's OS3 cybersecurity software together as a bundle MOB should also benefit from this contract. https://twitter.com/i/web/status/2016507913078993242 https://twitter.com/i/web/status/2016507913078993242" [X Link](https://x.com/stock_logging/status/2016507913078993242) 2026-01-28T13:45Z [----] followers, [---] engagements "$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 $50m capital raise implying dilution of more than 30% () for existing shareholders. In my view this is a slap in the face for the investors. The CEO who regularly tweets on X said just a few days ago that the company was funded. To me that implies no further dilution should be expected. ➢ The company frequently highlights its unused mining and real estate assets (arguing that on a SOTP basis including these the company is undervalued). What" [X Link](https://x.com/stock_logging/status/2016894141595087317) 2026-01-29T15:20Z [----] followers, [----] engagements "$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 "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/stock_logging/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/stock_logging/status/2018009185028366485) 2026-02-01T17:10Z [----] 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 "$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/stock_logging/status/2018635420636958904) 2026-02-03T10:39Z [----] 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 "@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. $ELS.AX" [X Link](https://x.com/stock_logging/status/2019045715327225935) 2026-02-04T13:49Z [----] followers, [---] engagements "$ELS.AX $ELS Elsight held its Q4/2025 earnings call yesterday and presented its long-term growth vision. Here is a detailed summary of what I see as the most important points of the call✍ [--]. Numbers ➢ Elsight increased its [----] revenue by 11x vs. [----] to approx. 22.8m USD / 35m AUD. The current [----] backlog already stands at 22m USD. ➢ Operating cash flow came in at an impressive 19.8m USD. This is mainly driven by significant pre-payments made by customers ahead of large orders (highlighting how mission-critical Elsights products are) but also by the companys very high-margin products and" [X Link](https://x.com/stock_logging/status/2019408169777119607) 2026-02-05T13:50Z [----] followers, [----] engagements "Yes definitely. Price action was to be expected after the recent parabolic rise. It is quite possible we'll soon drop below [--] AUD again. We'll see. Why are you so skeptical about non-GNSS and who are the main competitors there you are referring to Personally I think this area is an obvious fit for Elsight given their extensive knowledge of data connectivity. I think Elsight's solution could be based on some kind of cellular triangulation. The product is already developed and is currently being tested with customers. Of course we'll have to wait and see how successful it is but if Elsight" [X Link](https://x.com/stock_logging/status/2019469105355460617) 2026-02-05T17:52Z [----] followers, [--] engagements "$ALLIX $ALLIX.PA Wallix confirmed the positive trend of recent quarters with yesterdays announcement of the preliminary [----] results. Key highlights: ➢ Revenue: 40.6m (+19.2% YoY). ➢ Monthly recurring revenue (MRR) +29.1% YoY ➢ 70.7% of total revenue is now recurring. ➢ Break-even reached: After operating losses in prior years (-5.7m in 2024) operating result in [----] is close to break-even. ➢ Particularly strong momentum in EMEA excl. France (+37% MRR growth). ➢ Profitable growth expected from [----] onward. Future growth drivers: ➢ AI & innovation: Integration of the Malizen acquisition to" [X Link](https://x.com/stock_logging/status/2019827237789303089) 2026-02-06T17:35Z [----] followers, [----] engagements "$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 "Sehe ich genauso. Mitte-Rechts-Regierung ist der letzte verzweifelte Strohhalm den dieses Land noch hat. Hab meine Hoffnung dass sich hier noch etwas ndert aber ehrlich gesagt schon verloren. Ich hoffe einfach nur noch dass ich finanziell unabhngig bin sobald der sozialistische Bldsinn endgltig berhand nimmt und ich dann einfach auswandern kann. https://twitter.com/i/web/status/2022603794249310302 https://twitter.com/i/web/status/2022603794249310302" [X Link](https://x.com/stock_logging/status/2022603794249310302) 2026-02-14T09:28Z [----] followers, [---] engagements "@RenditeReiner Sieht wild aus Bewertung aber wahrscheinlich 100x fwd PE oder so stimmts 🫠" [X Link](https://x.com/stock_logging/status/2022709603331355058) 2026-02-14T16:28Z [----] followers, [---] engagements "Today I am introducing you to a European hidden champion from the healthcare sector. Investment highlights: Unique market position with deep moat. 76% revenue [--] yr CAGR 82% revenue growth in Q1/25. Over 80% gross margin. A scalable business model with operating leverage beginning to materialize. In my view with the chance to reach an IRR of 20% in the next [--] years. A detailed thread on Kuros Biosciences $kurn.sw $kurn :" [X Link](https://x.com/stock_logging/status/1935731064598606137) 2025-06-19T16:07Z [----] followers, 10.6K engagements "1. Asiro $7878.T Revenue [--] Yr CAGR: [----] % Gross Margin LTM: [----] % Operating Margin LTM: [----] % ROCE LTM: [----] % Fwd. P/E (own estimate): [----] ➡ Asiro is a legal service platform in Japan. The company is operating websites which help people finding lawyers and legal-related services for their specific needs. Asiro is also operates job platforms for lawyers and tax consultants and offers law specific insurance products. Their secret to success in a nutshell: Separate websites for each specific niche (divorce car accidents alimony etc.) better SEO rankings higher-quality leads and better" [X Link](https://x.com/stock_logging/status/1936820621704339480) 2025-06-22T16:16Z [----] followers, [----] engagements "Really like this one at first glance. European cybersecurity-software pure-play transitioning to a SaaS-model with a clean balance sheet and no net debt. $ALLIX.PA $ALLIX Niche: PAM (Privileged Access Management) i.e. access management for particularly critical accounts such as admins etc. Benefiting from the tense geopolitical situation and stricter regulation in the EU e.g. the NIS2 directive on network and information security which requires companies with critical infrastructure (energy telcos for example) to implement appropriate cybersecurity measures. Company stands at the beginning of" [X Link](https://x.com/stock_logging/status/1937122845168894301) 2025-06-23T12:17Z [----] followers, [----] engagements "Asiro $7378.T The earnings call transcript for Q2/25 is now available at . Worth a read Most interesting insights for me: As I suspected there have been some delays with the new AI products. It looks like we wont get any new insights regarding this topic until the Q4 call in December [----]. The shift in user search behavior could potentially impact the performance-based derivative media business as AI-generated summaries are now often placed at the top of search results. CEO quote: "At present I am not concerned about the impact of the situation but I would like to explain that the rules have" [X Link](https://x.com/anyuser/status/1938540067544293811) 2025-06-27T10:09Z [----] followers, [----] engagements "$INT.ST $INT Intellego with another blowout quarter based on this preliminary announcement. Stock is currently up [--] % + [---] % revenue growth YoY +At least [---] % EBIT growth YoY Cash in bank [---] Mio SEK + [--] Mio SEK compared to Q1/25 indicating healthy FCF" [X Link](https://x.com/anyuser/status/1939949300827521135) 2025-07-01T07:28Z [----] followers, [----] engagements "Portfolio Update June [----] 📊 Performance YTD (measured as TTWROR in EUR): [-----] % (converted to USD it would be about 13% higher) ➡ Holdings: $INT.ST $INT $SLYG.DE $SLYG $NXSN.TA $NXSN $NU $MELI $7378.T $INTR $ALSTI $ALSTI.PA $247A.T $KURN.SW $KURN $ASTS $5621.T $SOFW.TA $SOFW $4374.T $5134.T $HROW $CAMX.ST $CAMX $4377.T $KRYS $4493.T $277A.T $215A.T $CRMD $4475.T $9911.HK $ALLIX $ALLIX.PA $4419.T $ETON ➕ New positions $CAMX.ST $KURN.SW $215A.T $CRMD $WALLIX.PA $9911.HK 🔼 Increased positions $KRYS $NU $HROW $ETON $4419.T ❌ Exited positions $OPTIMA.AT $TMDX $TBCG.L $4058.T $ASPI 🔻 Trimmed" [X Link](https://x.com/stock_logging/status/1940065539218460958) 2025-07-01T15:10Z [----] followers, 26.1K engagements "@realroseceline Why What's wrong with having more than [--] companies in your portfolio I don't think my performance is that bad either (measured in EUR not USD). All roads lead to Rome" [X Link](https://x.com/anyuser/status/1940273249977499831) 2025-07-02T04:56Z [----] followers, [----] engagements "This guys trying to call me out publicly but probably doesnt even know half the stocks in my portfolio - and of course doesnt share his own performance either. Anyway thanks for the free publicity 👍🏻 This is what I call diworsification This is what I call diworsification" [X Link](https://x.com/anyuser/status/1940277708522758515) 2025-07-02T05:13Z [----] followers, [----] engagements "$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 $50 https://t.co/vnh4KOEI11 No position but been a while since I've" [X Link](https://x.com/anyuser/status/1940660356093038876) 2025-07-03T06:34Z [----] followers, [----] engagements "$INT.ST $INT The expected guidance beat has now been officially confirmed by Intellego. Montegas latest research update assumes SEK [---] million in EBIT for [----]. Given the companys performance so far this year I wouldnt rule out even higher figures" [X Link](https://x.com/anyuser/status/1941061489391231042) 2025-07-04T09:08Z [----] followers, [----] engagements "I'm currently working on a write-up about a company that no one on Fintwit seems to be paying attention to. Over 150% CAGR in both revenue and EPS over the past three years with clear visibility for continued strong growth thanks to a substantial backlog. More than 200% topline growth seems possible this year which would bring the forward P/E into the high single-digit to low teens range. I initiated a larger position today and hope to have the write-up ready by the end of the week" [X Link](https://x.com/anyuser/status/1942534067452281194) 2025-07-08T10:39Z [----] followers, [----] engagements "I'm not a chart expert but even as a layman it's obvious that the chart of $XBI (S&P Biotech ETF) is looking bullish. Markets are running hot right now and especially in the U.S. I believe there are only a few good opportunities left for GARP investors. Biotech is an exception. This sector IMO still offers many high-quality fast-growing companies at reasonable valuations. When fundamentally attractive metrics meet good technicals it usually results in an excellent r/r ratio going forward. Beautiful move in biotechs today might have some room to run $XBI $IBB https://t.co/pV2Z2LEGLd Beautiful" [X Link](https://x.com/anyuser/status/1943218548505038868) 2025-07-10T07:59Z [----] followers, [----] engagements "@topsecretstocks Nice So you have an ETF portfolio alongside your regular growth stock portfolio" [X Link](https://x.com/stock_logging/status/1943246266428690570) 2025-07-10T09:49Z [----] followers, [--] engagements "This defense company is a market leader in electronic fuzes for ammunition - yet it remains completely overlooked by most investors. The recent track record: a 154% revenue CAGR and 203% EPS CAGR over the past [--] years. Investment highlights: Revenue growth of over 200% is likely in [----] which puts the stock at a mid to low teens forward P/E. As of the end of May [----] the backlog (excluding optional extensions) stood at 8.7x the companys [----] revenue. The business has started expanding into India the U.S. and Europe. In all three markets the company IMO has just scratched the surface of its" [X Link](https://x.com/stock_logging/status/1944421380256079931) 2025-07-13T15:39Z [----] followers, 20.4K engagements "That concludes my deep dive on $ARYT $ARYT.TA Aryt Industries - thanks for reading 🤝🏻" [X Link](https://x.com/stock_logging/status/1944430598140932202) 2025-07-13T16:15Z [----] followers, [----] engagements "$6562.T Geniee Inc. Quick pitch: Japanese adtech co. with USD 120m mcap Guidance: 30% revenue and 3540% EBIT growth p.a. through [----] Forward P/E 2025: [---] 1/3 of revenue comes from a hypergrowth SaaS solution which IMO alone justifies the current mcap Short🧵:" [X Link](https://x.com/stock_logging/status/1945458310469083362) 2025-07-16T12:19Z [----] followers, [----] engagements "$CAMX.ST $CAMX Strong quarterly results from Camurus (part of my biotech basket): ➡ Revenue: SEK 675.5m +51.8% YoY (vs. SEK 653m est.) ➡ Operating profit: SEK 292.05m (43.2% margin) +253.5% YoY ➡ EPS: SEK [----] +226.4% YoY (vs. SEK [----] est.) Unchallenged market leader in opioid addiction treatment strong pipeline resubmission for CAM2029 (acromegaly treatment) in the U.S. expected in Q3/25 a recently announced long-term collaboration with Eli Lilly ($LLY) on its proprietary FluidCrystal technology incredible operating leverage lots to like here. In my view one of the best high-growth stocks" [X Link](https://x.com/stock_logging/status/1945770553790411061) 2025-07-17T09:00Z [----] followers, [----] engagements "$SEZL I always had Sezzle in my shitco / bad business model bucket but this write-up completely changed my view. Brilliantly written and I can highly recommend giving it a read On my WL now. In the below-linked Sezzle update memo I explain how $SEZL seems likely to report Q2 '25 revs growth + EPS that could both roughly double consensus estimates. NTM P/E could end up being in the low-double digits with top-line growing at 130%+ YoY https://t.co/zXZxhijxqa In the below-linked Sezzle update memo I explain how $SEZL seems likely to report Q2 '25 revs growth + EPS that could both roughly double" [X Link](https://x.com/anyuser/status/1946202920661246434) 2025-07-18T13:38Z [----] followers, [----] engagements "$CRMD Ive already increased my Cormedix position by 50% this month and Im considering adding more as the valuation keeps getting cheaper. Below is a simple projection I put together. Feedback appreciated Business model in one sentence (for those unfamiliar with the stock): CorMedix sells DefenCath a catheter lock solution that prevents infections in dialysis patients. Additional indications include TPN (Total Parenteral Nutrition) and oncology. Dialysis: TAM: 37m vials (inpatient) + 3.8m vials (outpatient) = 40.8m vials total (source: company presentation). Price per vial: currently $250 but" [X Link](https://x.com/stock_logging/status/1946561791632253289) 2025-07-19T13:24Z [----] followers, 11.2K engagements "@KyleAdamsStocks $CRMD Trading at a forward P/E of [----] for FY [----] [---] for FY [----] [---] for FY [----] based on current analyst estimates which are too conservative IMO. https://x.com/stock_logging/status/1946561791632253289t=zYJVKdmot2hT68u4MvjofA&s=19 $CRMD Ive already increased my Cormedix position by 50% this month and Im considering adding more as the valuation keeps getting cheaper. Below is a simple projection I put together. Feedback appreciated Business model in one sentence (for those unfamiliar with the https://t.co/5VLHfaQbAE" [X Link](https://x.com/anyuser/status/1947358256248082854) 2025-07-21T18:09Z [----] followers, [----] engagements "Many investors still believe that one should generally avoid investing in companies that have recently gone public. Personally I think thats a mistake. There are plenty of examples of successful IPOs among second-and third-tier companies. For example 276A.T CCReB (offering tech-enabled consulting and brokerage services for industrial real estate plus data-driven services) has grown at an astonishing 81% revenue CAGR since [----]. The company went public in November [----] and the stock price has since increased more than fivefold At this point however the valuation is quite high which makes it" [X Link](https://x.com/anyuser/status/1947657120888832141) 2025-07-22T13:56Z [----] 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/anyuser/status/1949145191136325774) 2025-07-26T16:30Z [----] 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 "$ARYT $ARYT.TA Aryt has been on a tear lately already up 32% since my post [--] weeks ago and +47% since I bought around [--] weeks ago. Forward P/E for [----] should now be around [--] assuming about 90% backlog conversion and slightly improving margins (as per scenario [--] in my post). Still more reasonably valued than most peers IMO. Even though I wouldnt buy at this point but would rather wait for earnings next month and more clarity regarding backlog conversion achieved in H1. This defense company is a market leader in electronic fuzes for ammunition - yet it remains completely overlooked by most" [X Link](https://x.com/stock_logging/status/1950881034574422446) 2025-07-31T11:27Z [----] followers, [----] engagements "Portfolio Update July [----] 📊 Performance July (measured as TTWROR in EUR): [-----] % 📊 Performance YTD (measured as TTWROR in EUR): 37.99% ➡ Holdings (part 1/2): $INT.ST $NXSN.TA $SLYG.DE $CRMD $ARYT.TA $7378.T $NU $247A.T $6562.T $KURN.SW $SOFW.TA $HROW $INTR $9911.HK $4493.T" [X Link](https://x.com/stock_logging/status/1951316275784774000) 2025-08-01T16:17Z [----] followers, [----] engagements "$CRMD Q2 numbers looking good at first glance. But not sure how to feel about that Melinta Therapeutics acquisition. Revenue: $39.74m + [-----] % YoY + [---] % QoQ Operating profit: $19.54m (margin: [----] %) + [----] % QoQ EPS: $0.29 [----] % QoQ FY [--] sales guidance for DefenCath: $180m - $200m (vs. $171m consensus). Melinta is a previously private biotech company focused on acute and life-threatening antibiotic-resistant infections in hospital settings. The company has seven approved drugs and one more in the pipeline. It looks like the goal of the acquisition is to lay the groundwork for possible" [X Link](https://x.com/anyuser/status/1953436386104672417) 2025-08-07T12:41Z [----] followers, [----] engagements "$XYF Cheapest growth stock on the market Started a position yesterday. ➢ 22% revenue CAGR (3y) 60% rev. growth in Q1/25 ➢ 70% GM 66% OM 44% ROCE ➢ P/E (TTM): [---] Fwd P/E [----] (annual. Q1): [---] ➢ Expanding margins strong operating leverage ➢ Outstanding shares down 15% since [----] additional $100m buyback program runs through end of [----] (vs. current $600m market cap) ➢ Pays dividend (4% yield in 2024) 📌 Elevator pitch (longer write-up might follow at some point): X Financial is a Chinese fintech with a market cap of roughly $600m. It facilitates loans (CNY 104.89bn / USD 14.6bn in 2024)" [X Link](https://x.com/anyuser/status/1953490476004188431) 2025-08-07T16:16Z [----] followers, [----] engagements "$HROW Earnings on Monday Really looking forward to the numbers and the guidance. Based on the alternative data my expectations are definitely high. For anyone not familiar with the company yet below are two recent write-ups. https://sixsigmacapital.substack.com/p/actionable-stock-set-up-7-harrow https://mvcinvesting.substack.com/p/three-small-caps-im-watching-part $HROW Bloomberg data for July: Vevye up 10% over June the previous ATH month. Iheezo up 25% over May the previous ATH non-end of q month (Iheezo seasonally strong end of q). Triesence up 50% over June the previous ATH month." [X Link](https://x.com/stock_logging/status/1953886667947094115) 2025-08-08T18:30Z [----] followers, [----] engagements "$SOFW $SOFW.TA Great write-up by Simon @topsecretstocks on the company overall and its incredibly strong Q2. Highly recommended read $SOFW liefert ab Mit einem beeindruckenden Wachstum von +4334 % gegenber dem Vorjahr und +26 % gegenber dem ersten Quartal [----]. Das Unternehmen verbucht seinen ersten Nettogewinn in der Unternehmensgeschichte von [--] Millionen USD zudem verzeichnet die Aktivitt in den https://t.co/9HGJO0AVko $SOFW liefert ab Mit einem beeindruckenden Wachstum von +4334 % gegenber dem Vorjahr und +26 % gegenber dem ersten Quartal [----]. Das Unternehmen verbucht seinen ersten" [X Link](https://x.com/stock_logging/status/1954083380837929465) 2025-08-09T07:32Z [----] followers, [----] engagements "$NXSN $NXSN.TA Q2 results from this morning look solid. Revenue: $37.08m +32.17% YoY Gross Profit: $26.56m (margin: 71.62%) +31.88% YoY (margin Q2/24: 71.78%) Operating Profit: $23.01m (margin: 62.05%) +26.92% YoY (margin Q2/24: 64.62%) Net Profit: $23.22m +46.27% YoY Backlog: $110.4m +39.57% YoY -10.39% QoQ Backlog / Quarterly Revenue: 298% vs. 282% in Q2/24 Stock currently down 5%. IMO valuation is now fair to slightly expensive. Based on my assumptions forward P/E for [----] should be around 30" [X Link](https://x.com/anyuser/status/1954812268522139984) 2025-08-11T07:48Z [----] followers, [----] engagements "$NXSN $NXSN.TA Earnings call link: Earnings call AI summary: [--] Guidance & [----] Growth Target Revenue target for 2025: USD [---] million implying +40% growth vs. [----]. Management emphasized that the guidance has not been changed despite various challenges. According to the CEO historically NextVision has always met or slightly exceeded its targets. [--] Demand Development Global Very strong and further increasing demand across all regions no signs of slowdown. Europe: Still the largest region share slightly down from 58% to 54% but strong growth driven by the war in Ukraine and rearmament trends in" [X Link](https://x.com/stock_logging/status/1954937383876493687) 2025-08-11T16:06Z [----] followers, [----] engagements "$HROW Q2/25 numbers : Revenue: $63.74m +30.27% YoY vs. $66m estimate 🔴 Adj. EBITDA: $17.01m (margin: 26.69%) +93.30% YoY vs. $14.9m estimate 🟢 Operating Profit: $11.41m (margin: 17.90%) +645.75% YoY vs. $6.59m estimate 🟢 Adj. EPS: $0.24 vs. [$-----] in Q2/24 vs. $0.04 estimate 🟢 Key takeaways from the presentation & shareholder letter: VEVYE the companys flagship drug (for dry age-related macular degeneration / AMD) saw a QoQ revenue decline of -13.14% despite a +66% increase in prescriptions and a significant market share gain (7.8% in Q2/25 vs. 5.2% in Q1/25). The reason: a much lower" [X Link](https://x.com/anyuser/status/1955235195264831703) 2025-08-12T11:49Z [----] 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 "$247A.T AI Robotics This Japanese stock I own plans to double revenue and profit in each of the next four fiscal years Current forward P/E for FY ending March 2026: [--]. Today the company reported its Q1 results heres a quick thread on the numbers 🧵" [X Link](https://x.com/stock_logging/status/1955584629395870122) 2025-08-13T10:58Z [----] followers, 10.7K engagements "$KURN.SW $KURN Solid numbers from Kuros this morning. Note: Reporting currency has been switched from CHF to USD all numbers referring to H1 results. Revenue: +77.91% YoY Gross Profit: +77.21% YoY (margin: 88.74%) Adj. EBITDA: +72.51% YoY (margin: 12.26%) First positive EBIT with a 5.52% margin Net income muted due to high finance expenses (FX losses). My take: Positive EBIT development with an already respectable margin of 5%. Otherwise no changes to the insights and assumptions laid out in my write-up. Stock slightly up. Today I am introducing you to a European hidden champion from the" [X Link](https://x.com/anyuser/status/1955940501124776210) 2025-08-14T10:32Z [----] 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🧵: [--] $4374.T Robot Payment ➢ Payment provider for automated recurring payments & SaaS solutions for invoicing receivables management & debt collection. Revenue Q2: +20% YoY Operating Profit Q2: +92% YoY (margin: 27.6%) EPS Q2: +94% YoY ✅ Guidance raised 💴 Valuation: Fwd P/E FY2025: [--] / FY2026: 12" [X Link](https://x.com/stock_logging/status/1956737575932015004) 2025-08-16T15:19Z [----] followers, [----] engagements "$ARYT $ARYT.TA New order worth over ILS [--] million received from the Israeli Ministry of Defense. Remaining backlog still reported at ILS [---] billion (unchanged from last press release on May [--] 2025). Still waiting for the numbers for H1/2025 which should be published any day now. $ARYT $ARYT.TA Aryt has been on a tear lately already up 32% since my post [--] weeks ago and +47% since I bought around [--] weeks ago. Forward P/E for [----] should now be around [--] assuming about 90% backlog conversion and slightly improving margins (as per scenario [--] in my post). $ARYT $ARYT.TA Aryt has been on a tear" [X Link](https://x.com/stock_logging/status/1957747288446497055) 2025-08-19T10:11Z [----] followers, [----] engagements "$XYF Im out for now. Even though the headline Q2 numbers look extremely strong (65.6% revenue growth YoY 44.9% EPS growth YoY 8% of shares bought back in just the last quarter and a newly announced dividend with a 4% yield) the outlook was disappointing. For Q3 management expects loan origination of CNY 3234bn a clear decline from CNY 38.99bn in Q2 and CNY 35.1bn in Q1. Reasons seem to ne new regulation and a macro-driven economic slowdown. While management reiterated the 30% full-year loan origination growth target on the call they remained very vague on the reasons behind the slowdown and" [X Link](https://x.com/anyuser/status/1957801337002815924) 2025-08-19T13:46Z [----] followers, [----] engagements "$YB On Wednesday Yuanbao will report its Q2 results pre-market. Im really excited for this one. Some of the comments under my earlier deep dive argued that the current margin levels wont be sustainable. I disagree. Especially after finally listening to the Q1 earnings call. Management was explicitly asked whether the trend of declining sales & marketing expenses relative to revenue could continue and whether theres a natural ceiling on operating margins. The CFO clearly denied the latter - he sees further upside thanks to continuous improvements in their AI algorithms for targeting and" [X Link](https://x.com/stock_logging/status/1959995163545096504) 2025-08-25T15:03Z [----] followers, [----] engagements "$INT.ST $INT Q2 results from Intellego: Revenue: +297.04% YoY EBIT: +632.74% YoY EBIT margin: 70.70% vs. 38.31% in Q2/24 EPS: +689.36% YoY ✅ SEK 65.9m positive FCF (finally) [----] guidance raised to SEK 700m revenue (+164% YoY) and SEK 400m EBIT (+292% YoY). Key takeaways from the prepared remarks: ➢ CEO Claes Lindahl highlighted emerging regulatory standards for UV disinfection with China taking a lead but also now in the U.S. and Canada. Quote: The rise of the regulatory drive to require and enforce validation in healthcare settings is both important for end users of these facilities" [X Link](https://x.com/anyuser/status/1960770531365675276) 2025-08-27T18:24Z [----] followers, [----] engagements "$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 "$9911.HK Newborn Town Inc. H1 [----] results: Revenue: +40.03% YoY GP: +55.57% YoY GP Margin: 55.80% vs. 50.22% in H1/2024 EBIT: +30.77% YoY EBIT Margin: 15.07% vs. 16.14% in H1/2024 EPS: +90.00% YoY 💵 Fwd. P/E 2025: [----] (based on annualized H1 EPS) Very solid numbers IMO EPS seems to have come in well above consensus. Stock was up +13% today. In H1 the company also repurchased almost 3% of outstanding shares. Note: EPS growth partly driven by 100% acquisition of subsidiaries. ➢ Since most of you probably dont know the company here is a quick rundown of the business model: 89% of revenue" [X Link](https://x.com/stock_logging/status/1961362863953473937) 2025-08-29T09:38Z [----] followers, [---] engagements "$ARYT $ARYT.TA Insane H1 numbers from Aryt🤯 ➢ Rev.: +430.61% YoY ➢ GP: +783.72% YoY ➢ GPM: 60.97% vs. 36.61% in H1 [----] ➢ OP: +1353.91% YoY ➢ OPM: 54.67% vs. 19.95% in H1 [----] ➢ EPS: +1518.33% YoY FY [----] rev. guid.: ILS 514m +306.21% YoY 💵 Fwd. P/E 2025: [----] (assuming margins stay flat for the rest of the year) Crazy good results with revenue guidance far above even my most optimistic estimates from the write-up. Operating margin at almost 55% also well above my 50% forecast. Incredible operating leverage. Backlog for 2026: ILS 370.2m Backlog for 2027: ILS 577.1m Key insights from the" [X Link](https://x.com/stock_logging/status/1961470524338614478) 2025-08-29T16:46Z [----] followers, [----] engagements "Thanks 🤝There are several reasons for this: [--]. In the past I had a bad experience when I heavily overweighted a single position ($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/anyuser/status/1962555973014257878) 2025-09-01T16:39Z [----] followers, [---] engagements "In the last month I initiated a number of new positions. Below I want to give you a short introduction to four of them. 📌 A thread on $3496.T Azoom $9552.T M&A Research Institute $BXN.AX Bioxyne $TGTX TG Therapeutics🧵" [X Link](https://x.com/anyuser/status/1964006843891499484) 2025-09-05T16:44Z [----] followers, [----] engagements "4. $TGTX TG Therapeutics Revenue [--] Yr CAGR: 302.5% Gross Margin LTM: 87.0% Operating Margin LTM: 18.9% ROCE LTM: 16.2% 💵 Fwd. P/E: [----] for FY [----] 💼 Insider ownership: 8.9% ➢ TG Therapeutics is a US biotech company that developed BRIUMVI a treatment for multiple sclerosis. ➢ BRIUMVI is a CD20 antibody therapy. It binds to the CD20 protein on B cells (a type of white blood cell) preventing them from triggering inflammation in the brain thereby reducing MS relapses. ➢ After two initial doses BRIUMVI is infused twice a year. Revenues are thus recurring as MS currently has no cure. ➢ CD20" [X Link](https://x.com/stock_logging/status/1964011922770076126) 2025-09-05T17:05Z [----] followers, [----] engagements "$FIN.L Ugly guidance cut. In hindsight the chart had already hinted at it. Taking the L here. Companies with operational issues and clueless or possibly dishonest management arent worth my money. I really should just stick to Japanese stonks in the microcap space. http://polaris.brighterir.com/public/finseta/news/rns/story/w10154r http://polaris.brighterir.com/public/finseta/news/rns/story/w10154r" [X Link](https://x.com/stock_logging/status/1965667941086568859) 2025-09-10T06:45Z [----] followers, [----] engagements "$INT $INT.ST Intellego currently down about 12% after a Swedish journalist is apparently preparing a new article on the company. It seems to concern the dismissal of the head of subsidiary Daro as well as the North America CEO. Since many newer investors may not know the backstory here are my thoughts: The journalist (writing for Dagens Industri) has published many negative articles on Intellego in the past. In [----] he uncovered some important shortcomings by the company. Among other things: naming the wrong contract partner on a large order (Intellego referred to the customer as Radical" [X Link](https://x.com/stock_logging/status/1966070616878100588) 2025-09-11T09:25Z [----] followers, 21.6K engagements "$7378.T Asiro Q3 numbers look good at first glance but IMO not at all on the second. Stock is down 20% after hours. ➢ Rev.: +42.4% YoY ➢ GP: +40.5% YoY ➢ GPM: 37.5% vs. 38.0% in Q3/24 ➢ OP: +78% YoY ➢ OPM: 19.3% vs. 15.4% in Q3/24 ➢ FY guidance was raised: now calling for +36.3% revenue growth and EPS of JPY [------] which implies a fwd. Fwd. P/E of about [--] for FY [----] at the after-hours price. So why did the market - and I - not like the results Legal Media: Asiro generates recurring revenues here by connecting users with lawyers for cases like divorce traffic law etc. QoQ and YoY growth in" [X Link](https://x.com/anyuser/status/1966412018988027952) 2025-09-12T08:02Z [----] followers, [----] engagements "$INT $INT.ST Fresh PR as of [--] pm today: Intellego has already exceeded the EBIT guidance it set after the Q2 results and Q3 isnt even finished yet. The next guidance raise is coming" [X Link](https://x.com/anyuser/status/1966540092714914044) 2025-09-12T16:31Z [----] followers, [----] engagements "$NXSN $NXSN.TA I fully exited my position just a few minutes ago. Very grateful for almost a 200% money-weighted return (average was around [----] ILA) in under a year. I was in this stock very early below you can see my short pitch which I shared back then from my private X account. At that time almost no one outside of Israel was talking about the stock. Those of you who still know me from Instagram may remember that I first pitched the stock even earlier around [----] ILA. The structural tailwinds for the drone market are undeniable but with a forward P/E of around [--] for [----] topped-out" [X Link](https://x.com/anyuser/status/1967517327009673635) 2025-09-15T09:14Z [----] followers, [----] engagements "$INT $INT.ST Very nice post about the allegations from the latest short report and the other accusations that keep being raised against Intellego. Well worth reading. IMO the last SR contained nothing but issues that have already been discussed countless times wild speculation and trivialities. Since Ive been asked this several times in PMs: I significantly increased my position in the stock yesterday and the day before. Intellego (INT): Fraud or 100-bagger Finally the truth A full no-paywall rebuttal to the bear case with numbers sources and real risks. https://t.co/vFoPxfszpM Intellego" [X Link](https://x.com/stock_logging/status/1968312553169149989) 2025-09-17T13:54Z [----] followers, [----] engagements "$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 [----] EPS (per ADS) in H1/2025 with the stock trading around USD [--] right now OCF is basically equal to FCF since the company only has USD 3.1m in PP&E on the balance sheet and virtually no CAPEX requirements. Annualized OCF/FCF = USD 245m Market cap / FCF = [---] EV / FCF = [---]. I probably dont need to explain how cheap that is" [X Link](https://x.com/stock_logging/status/1968620200372142494) 2025-09-18T10:16Z [----] followers, 10.4K 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/anyuser/status/1968992600364315056) 2025-09-19T10:56Z [----] followers, [----] engagements "$INT $INT.ST I had ChatGPT structure my notes from the Intellego call. First of all: Some folks seem to be confused by the guidance given at the end of the presentation. The SEK [--] billion in revenue and SEK [---] million in EBIT was just a repetition of the old long-term guidance from the Q3/24 report. According to the Q2/25 report this is currently being revised. Thats why I think the whole fuss around this is overblown 📈 TAMs & Growth UV Disinfection: 1.6B TAM (1.6B disinfections [--] dosimeter/run) Curing: 5B TAM growing 19% Horticulture: 4B TAM growing 22% 🎯 Some targets going forward" [X Link](https://x.com/stock_logging/status/1970062998719873405) 2025-09-22T09:49Z [----] followers, 12.3K engagements "$INT $INT.ST One more point: A lot of people here seem to be panicking about an alleged margin erosion. My question: where exactly was this mentioned in the call I listened to it live and skimmed the transcript. The only spot where anything about margins possibly coming down was said is here: . margins will come down a little bit. So how do people conclude from this that margins are about to completely erode And honestly who seriously thought that the 70% EBIT margin from Q2 was sustainable So can someone please point me to a transcript quote explaining why margins should fall off a cliff" [X Link](https://x.com/anyuser/status/1970125985468096952) 2025-09-22T14:00Z [----] followers, [----] engagements "$HROW Stock up 6% today and 56% since the post below. Sentiment around Harrow couldnt be any better right now. Debt refinancing two weeks ago (short-term debt burden had long been a major criticism) More and more large accounts are bullish and pushing the stock Analysts are also turning more bullish with two price target hikes today Investor Day this Friday with potential additional catalysts for the share price Really looking forward to Friday I will definitely be watching the Investor Day. Harrow currently is one of my biggest positions and hopefully will stay that for a long time." [X Link](https://x.com/anyuser/status/1970486849941442917) 2025-09-23T13:54Z [----] followers, [----] engagements "There are plenty of companies that work with paid analysts. $SLYG.DE for example also works with Montega. Does that make the company a scam Cmon honestly. There are many things one can criticize Intellego for. But surely not the fact that through working with Montega theyre opening up to shareholders and providing them with more information. If Intellego is stingy with information thats supposedly wrong. If Intellego pays an analyst to spread information so shareholders can better understand the company thats also wrong. That makes no sense. Btw $LBW which you always speak so positive about" [X Link](https://x.com/stock_logging/status/1971194785156247814) 2025-09-25T12:47Z [----] followers, [---] engagements "Its really rare to find a growth stock in the US at reasonable prices. But I think Ive managed to do so: ➢ Small cap very unknown name ➢ 70% rev. growth in H1/25 ➢ Gross margin 60% ➢ 66% recurring revenue ➢ Enormous TAM ➢ Profitable cash-flow positive no plan to raise money through dilution ➢ NOT a datacenter play ➢ I think a 2x by the end of [----] is possible Opened a position today. I will start working on a short write-up in the coming days" [X Link](https://x.com/stock_logging/status/1971255951702315193) 2025-09-25T16:50Z [----] followers, 12.3K engagements "$HIT Health In Tech is a fast-growing US smallcap aiming to disrupt the healthcare insurance space. ➢71% H1/25 rev. Growth ➢74% H1/25 recurring rev. ➢67% GM ➢Massive TAM ➢70% insider ownership 📌A comprehensive deep dive🧵 Its really rare to find a growth stock in the US at reasonable prices. But I think Ive managed to do so: ➢ Small cap very unknown name ➢ 70% rev. growth in H1/25 ➢ Gross margin 60% ➢ 66% recurring revenue ➢ Enormous TAM ➢ Profitable cash-flow positive no plan to Its really rare to find a growth stock in the US at reasonable prices. But I think Ive managed to do so: ➢ Small" [X Link](https://x.com/stock_logging/status/1972696060813529149) 2025-09-29T16:12Z [----] 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 $HIT is enormous (quote was something like: the insurance market is [--] years behind the financial sector in terms of digitalization). ➢Even though the stock is not super" [X Link](https://x.com/anyuser/status/1972698871974236462) 2025-09-29T16:23Z [----] followers, [----] engagements "$INT $INT.ST Intellego preliminary Q3 numbers: ➢ Revenue 220m SEK (+196% YoY) ➢ EBIT 130m SEK (+503% YoY) ➢ Available liquidity (cash & unused credit facilities) 750m SEK compared to 200m SEK in Q2/25 () ➢ Share buybacks of up to 100m SEK (2% of current mcap) Not bad for the most obvious fraud on the market. Looking forward to the new bear arguments" [X Link](https://x.com/stock_logging/status/1973655139815768562) 2025-10-02T07:43Z [----] followers, 21.8K engagements "Since I don't want to be seen as a pumper I'm happy to also share unfavorable insights about my stocks. Here's the explanation for the "available liquidity" position. Bad communication by Intellego there's no other way to put it. @AveCaesar511 From what I've heard just now INT got an additional credit facility of 500m SEK for M&A purposes. Means 600m SEK of the available liquidity are credit lines 150m is the cash of which 35m came from warrants means Q3 had 15m FCF since cash at the end of Q2 was 100m SEK. @AveCaesar511 From what I've heard just now INT got an additional credit facility of" [X Link](https://x.com/anyuser/status/1973722713694040091) 2025-10-02T12:12Z [----] followers, [----] engagements "No seriously: I think it's a combination of several factors: - The stock had been extremely hot for a while with over [---] SEK being the year-to-date gain of over 300%. - Then the first report from Sven Nordenstam came out and the first people pocketed their profits (I should have done that too honestly). Shortly afterward there was a preliminary announcement about the achievement of the annual targets as well as a follow-up purchase by the CEO which came across as very pumpy and defiant. - A few days later the first short report came out which really only contained old accusations unverified" [X Link](https://x.com/anyuser/status/1974148597085012244) 2025-10-03T16:24Z [----] followers, [----] engagements "$INT $INT.ST PR from a few minutes ago: An order for Yuvio (subsidiary of Intellego) worth 22m EUR (approximately 242m SEK) to be delivered this year. Order comes from a German customer" [X Link](https://x.com/stock_logging/status/1974430082019233912) 2025-10-04T11:03Z [----] followers, 22K 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/anyuser/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/anyuser/status/1975502380189032831) 2025-10-07T10:04Z [----] 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/anyuser/status/1981432301167800331) 2025-10-23T18:47Z [----] 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 "@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/anyuser/status/1983446269185143226) 2025-10-29T08:10Z [----] 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 $4475.T" [X Link](https://x.com/stock_logging/status/1985025176246137304) 2025-11-02T16:44Z [----] followers, [----] engagements "$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 "$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, 27.7K 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 "$3496.T Strong print this morning FY [--] from Oct [--] [----] to Sep [--] 2025: ➢ Rev. +27.9% ➢ OP +43% ➢ EPS +40.8% Even stronger is the new mid-term plan: Over the next [--] years they aim to achieve a rev. CAGR of 30% and an operating profit CAGR of 37%. Stock +17% AH. These numbers far exceed my initial forecasts. The measures to achieve these goals: [--]. Expansion of recurring revenue in existing domain Azoom plans to massively scale its existing parking subleasing and management model to increase recurring revenue through more parking spaces higher occupancy rates and AI-powered efficiency. 2." [X Link](https://x.com/anyuser/status/1988881264095510698) 2025-11-13T08:06Z [----] followers, [----] engagements "$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/anyuser/status/1990430536376991777) 2025-11-17T14:43Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@stock_logging Stock.Logging
Stock.Logging posts on X about $intst, strong, business, $int the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -28%
- [--] Month [------] -18%
- [--] Months [-------] +224%
- [--] Year [-------] +13,165%
Mentions: [--] #
- [--] Week [--] -25%
- [--] Month [--] +20%
- [--] Months [---] +154%
- [--] Year [---] +39,600%
Followers: [-----] #
- [--] Week [-----] +0.62%
- [--] Month [-----] +5.10%
- [--] Months [-----] +167%
CreatorRank: [---------] #
Social Influence
Social category influence finance 33.59% currencies 29.01% stocks 22.14% cryptocurrencies 14.5% technology brands 8.4% countries 6.11% social networks 3.05% exchanges 2.29% travel destinations 0.76%
Social topic influence $intst 12.98%, strong 10.69%, business 10.69%, $int 10.69%, imo 9.92%, $hrow #30, $sofwta #2, $247at #1, ceo 7.63%, stocks 6.87%
Top accounts mentioned or mentioned by @topsecretstocks @joinyellowbrick @renditereiner @r2discovery @pbcinc @denver10267413 @simeonresearch @mufasacapital @friendlycapmgmt @sy_capital @btstwt @qpalzm102938374 @tenbaggeraktien @returnsjourney @frisoalenus @sunvmikey @anonymouseoutl1 @blackscholesman @realroseceline @kyleadamsstocks
Top assets mentioned YieldBasis (YB) MobileCoin (MOB) Amazon.com, Inc. (AMZN) NuCypher (NU) Yuanbao Inc. (YB)
Top Social Posts
Top posts by engagements in the last [--] hours
"3 under-the-radar stocks from my portfolio I'm considering adding to. A thread 🧵"
X Link 2025-06-22T16:14Z [----] 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 2025-06-22T16:23Z [----] followers, [----] engagements
"Thats exactly what $SOFW.TA said in the earnings call. Competitors from China and South Korea are apparently having trouble gaining a foothold in the US which plays to Sofwaves advantage. Overall Sofwave is in a great position thanks to its focus on skin tightening. Competitors that focus more on fat reduction procedures are struggling because of GLP1. Im really excited about the future. https://twitter.com/i/web/status/1952981971040162258 https://twitter.com/i/web/status/1952981971040162258"
X Link 2025-08-06T06:36Z [----] followers, [---] engagements
"$247A.T Financials for H1 released on Friday: ➢ Revenue +66% ➢ EBIT -42% (Margin: 6.7%) ➢ Profit -43% Target for the full year: 97% revenue and profit growth with a 17% EBIT margin. Progress according to the company is as planned so far. The significant concentration of revenue and profit into the second half of the year was pre-announced six months ago. Profit was significantly impacted by accelerated investment and advertising expenditures including those for building the new hair care brand Straine which was launched just six months ago and already accounts for approximately 8% of revenue."
X Link 2025-11-16T16:59Z [----] followers, [----] engagements
"$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 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 2025-12-28T18:02Z [----] followers, 41.1K engagements
"$4419.T Finatext The SaaS sell-off is creating excellent opportunities in stocks that had been too expensive for me for a long time. I bought Finatext this morning ahead of the quarterly results the stock is up 8% after hours. The numbers: ➢ Revenue Q1Q3: +40% YoY ➢ EBITDA Q1Q3: +60% YoY Guidance for the current FY (01/04/25 31/03/26) was reaffirmed: ➢ +43% revenue +89% EBITDA +97% EBIT YoY Mid-term plan: ➢ 40% revenue CAGR & 70% EBITDA CAGR over the next [--] years. Valuation at the AH price: ➢ 38x fwd P/E & 18x EV/EBITDA for FY 01/04/25 31/03/26 ➢ 22x fwd P/E & 10x EV/EBITDA for FY 01/04/26"
X Link 2026-02-10T10:50Z [----] followers, [----] engagements
"$SOFW $SOFW.TA Wow absolutely fantastic Q2 results from Sofwave way above my expectations Revenue: USD 20.99m + [-----] % YoY (huge acceleration from + [--] % growth in Q1/25) EBIT: USD 2.18m vs. USD - [----] in Q2/24 (operating margin: [-----] %) Net Profit: USD 1.5m Pulses (= high-margin recurring revenues) grew +53 % YoY outpacing total revenue growth once again. First net profit the inflection point in margins has likely been reached. Social media engagement is skyrocketing. Lots to like here. https://maya.tase.co.il/en/reports/companies/1662646attachmentType=pdf1"
X Link 2025-08-05T07:00Z [----] followers, [----] engagements
"$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 $AMZN drone program ⚠ [----] EUR trading volume/day 📌Quick pitch below 🧵"
X Link 2025-10-12T16:15Z [----] followers, 18.7K engagements
"$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 2025-11-09T13:54Z [----] followers, [----] engagements
"➡ Holdings (part 2/2): $9911.HK $4493.T $3496.T $BXN.AX $276A.T $PRPO $DVYSR.ST $HIT 📢 Monthly commentary: The third consecutive month of significant losses. Very frustrating. And I'm lucky that I managed to get an execution on Intellego at SEK [-----] the day after the Q3 results; otherwise the month would have been considerably worse. In general the ignominious end of this company with the arrest of CEO Claes Lindahl on suspicion of fraud was an extremely valuable learning experience. The seemingly high upside at the time of my investment blinded me to the clearly visible risks. A mistake I"
X Link 2025-12-07T16:27Z [----] followers, [----] engagements
"@topsecretstocks @TenbaggerAktien $RDDT und $APP sind fr mich aktuell die interessantesten US-Largecaps habe beide auf der Watchlist. Beides unglaublich leane capex-light und asset-light Unternehmen mit hohen Margen starkem Wachstum und mMn. recht fairer Bewertung aktuell"
X Link 2026-02-08T17:49Z [----] followers, [---] engagements
"$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 $HROW Harrow Reaffirms [----] Full-Year Revenue"
X Link 2026-02-02T12:16Z [----] followers, [----] engagements
"$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 2025-09-09T09:38Z [----] followers, [----] engagements
"$247A.T AI Robotics The company presented its Q3 results today. Stock is down 10% AH. Q3 (FY 01/04/25 31/03/26): ➢ Revenue: +90.8% YoY ➢ EBIT: +292.3% YoY (margin: 22.82%) Q1Q3 (FY 01/04/25 31/03/26): ➢ Revenue: +76.1% YoY ➢ EBIT: +51.5% YoY (margin: 13.64%) ➢ Sales per employee: +35.9% YoY ➢ Yunth subscribers: +29.57% YoY annual target of [------] exceeded My observations: [--] At first glance the numbers look solid. The acceleration in revenue and EBIT growth announced by the company and the CEO in the December livestream has materialized. [--] However I think the company is slightly behind its"
X Link 2026-02-13T10:42Z [----] 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 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 2025-07-27T15:45Z [----] followers, [----] engagements
"That concludes my deep dive on $YB Yuanbao Inc. - thanks for reading 🤝🏻"
X Link 2025-07-27T15:55Z [----] followers, [----] engagements
"Portfolio Update August [----] 📊 Performance August [----] (measured as TTWROR in EUR): 17.43% 📊 Performance YTD (measured as TTWROR in EUR): 62.08% ➡ Holdings: $INT.ST $SLYG.DE $247A.T $NXSN.TA $NURS.V $ARYT.TA $7378.T $NU $HROW $SOFW.TA $9911.HK $5621.T $4493.T $4374.T $KURN.SW"
X Link 2025-09-01T16:26Z [----] followers, 16.7K engagements
"➢ Embentions ($MLUAV.PA) client list is impressive: among its 600+ customers worldwide are $AMZN Amazon $RHM $RHM.DE Rheinmetall $BA.L BAE Systems $AIR.DE Airbus the state-owned Israeli defense company IAI and many others. ➢ Particularly noteworthy is Embentions strategic partnership with Amazon. The company is a key supplier for Amazons Prime Air drone program. Amazon has even secured an option to acquire up to 27% of Embentions shares if order volumes exceed [--] million. The initial commitment amounts to [--] million over a three-year period starting in [----]. (Source: ➢ Amazon has set an"
X Link 2025-10-12T16:18Z [----] followers, [----] engagements
"$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 2025-11-03T15:36Z [----] followers, [----] engagements
"$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 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 2025-11-21T19:14Z [----] 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 2025-11-23T15:49Z [----] 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 2025-12-05T15:39Z [----] 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 2026-01-09T10:32Z [----] followers, [--] engagements
"$276A.T CCReB Most typical Japanese small-cap earnings reaction: ➢The company provides quarterly guidance on revenue and earnings (instead of only issuing full-year guidance as required) to avoid unnecessary share price volatility. ➢ The business model is project-based. A quarterly YoY comparison of the numbers is more or less meaningless due to the impact of project timelines and fluctuating realization dates. ➢ CCReB delivered numbers that matched its quarterly guidance (revenue came in 1.7% below profit 14.4% higher). ➢ The full-year guidance for +84% revenue growth and +48% EPS growth"
X Link 2026-01-15T11:40Z [----] followers, [----] engagements
"$MLUAV.PA $MLUAV Great news for Embention: Amazon Prime Air the drone delivery service from $AMZN has begun initial test flights in the UK. The service is set to officially launch during [----]. Embention provides autopilot systems for Amazon's drones enabling them to fly autonomously. The news about the UK test flights was shared by Embention's official X channel suggesting that the partnership is progressing well for both parties. ⚠Note for those hearing about the stock for the first time: The share price has roughly doubled since my pitch linked below so the stock is no longer cheap based on"
X Link 2026-01-15T17:22Z [----] followers, [----] engagements
"$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 2026-01-16T11:54Z [----] followers, [----] engagements
"$2181.HK Mabpharm Stock pitch time 🕛 Biotech small cap I recently bought. ➢ 274m USD mcap ➢ 140% 3Y Rev. CAGR ➢ 86% GM just flipped profitable ➢ 3.4x EV/Sales 2025e 2.3x 2026e ➢ Potential for 30% Rev. CAGR up to [----] ⚠ [----] USD trading volume/day 📌A thread 🧵"
X Link 2026-01-19T20:10Z [----] followers, [----] engagements
"$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 2026-01-27T17:47Z [----] 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 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 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 $MOB have agreed to distribute Palladyne Pilot and Mobilicom's OS3 cybersecurity software together as a bundle MOB should also benefit from this contract. https://twitter.com/i/web/status/2016507913078993242 https://twitter.com/i/web/status/2016507913078993242"
X Link 2026-01-28T13:45Z [----] followers, [---] engagements
"$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 $50m capital raise implying dilution of more than 30% () for existing shareholders. In my view this is a slap in the face for the investors. The CEO who regularly tweets on X said just a few days ago that the company was funded. To me that implies no further dilution should be expected. ➢ The company frequently highlights its unused mining and real estate assets (arguing that on a SOTP basis including these the company is undervalued). What"
X Link 2026-01-29T15:20Z [----] followers, [----] engagements
"$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 2026-01-31T17:57Z [----] 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 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 2026-02-01T17:10Z [----] 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 2026-02-01T19:50Z [----] 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 2026-02-03T10:39Z [----] 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 2026-02-03T13:09Z [----] 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. $ELS.AX"
X Link 2026-02-04T13:49Z [----] followers, [---] engagements
"$ELS.AX $ELS Elsight held its Q4/2025 earnings call yesterday and presented its long-term growth vision. Here is a detailed summary of what I see as the most important points of the call✍ [--]. Numbers ➢ Elsight increased its [----] revenue by 11x vs. [----] to approx. 22.8m USD / 35m AUD. The current [----] backlog already stands at 22m USD. ➢ Operating cash flow came in at an impressive 19.8m USD. This is mainly driven by significant pre-payments made by customers ahead of large orders (highlighting how mission-critical Elsights products are) but also by the companys very high-margin products and"
X Link 2026-02-05T13:50Z [----] followers, [----] engagements
"Yes definitely. Price action was to be expected after the recent parabolic rise. It is quite possible we'll soon drop below [--] AUD again. We'll see. Why are you so skeptical about non-GNSS and who are the main competitors there you are referring to Personally I think this area is an obvious fit for Elsight given their extensive knowledge of data connectivity. I think Elsight's solution could be based on some kind of cellular triangulation. The product is already developed and is currently being tested with customers. Of course we'll have to wait and see how successful it is but if Elsight"
X Link 2026-02-05T17:52Z [----] followers, [--] engagements
"$ALLIX $ALLIX.PA Wallix confirmed the positive trend of recent quarters with yesterdays announcement of the preliminary [----] results. Key highlights: ➢ Revenue: 40.6m (+19.2% YoY). ➢ Monthly recurring revenue (MRR) +29.1% YoY ➢ 70.7% of total revenue is now recurring. ➢ Break-even reached: After operating losses in prior years (-5.7m in 2024) operating result in [----] is close to break-even. ➢ Particularly strong momentum in EMEA excl. France (+37% MRR growth). ➢ Profitable growth expected from [----] onward. Future growth drivers: ➢ AI & innovation: Integration of the Malizen acquisition to"
X Link 2026-02-06T17:35Z [----] followers, [----] engagements
"$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 2026-02-11T12:42Z [----] followers, [----] engagements
"Sehe ich genauso. Mitte-Rechts-Regierung ist der letzte verzweifelte Strohhalm den dieses Land noch hat. Hab meine Hoffnung dass sich hier noch etwas ndert aber ehrlich gesagt schon verloren. Ich hoffe einfach nur noch dass ich finanziell unabhngig bin sobald der sozialistische Bldsinn endgltig berhand nimmt und ich dann einfach auswandern kann. https://twitter.com/i/web/status/2022603794249310302 https://twitter.com/i/web/status/2022603794249310302"
X Link 2026-02-14T09:28Z [----] followers, [---] engagements
"@RenditeReiner Sieht wild aus Bewertung aber wahrscheinlich 100x fwd PE oder so stimmts 🫠"
X Link 2026-02-14T16:28Z [----] followers, [---] engagements
"Today I am introducing you to a European hidden champion from the healthcare sector. Investment highlights: Unique market position with deep moat. 76% revenue [--] yr CAGR 82% revenue growth in Q1/25. Over 80% gross margin. A scalable business model with operating leverage beginning to materialize. In my view with the chance to reach an IRR of 20% in the next [--] years. A detailed thread on Kuros Biosciences $kurn.sw $kurn :"
X Link 2025-06-19T16:07Z [----] followers, 10.6K engagements
"1. Asiro $7878.T Revenue [--] Yr CAGR: [----] % Gross Margin LTM: [----] % Operating Margin LTM: [----] % ROCE LTM: [----] % Fwd. P/E (own estimate): [----] ➡ Asiro is a legal service platform in Japan. The company is operating websites which help people finding lawyers and legal-related services for their specific needs. Asiro is also operates job platforms for lawyers and tax consultants and offers law specific insurance products. Their secret to success in a nutshell: Separate websites for each specific niche (divorce car accidents alimony etc.) better SEO rankings higher-quality leads and better"
X Link 2025-06-22T16:16Z [----] followers, [----] engagements
"Really like this one at first glance. European cybersecurity-software pure-play transitioning to a SaaS-model with a clean balance sheet and no net debt. $ALLIX.PA $ALLIX Niche: PAM (Privileged Access Management) i.e. access management for particularly critical accounts such as admins etc. Benefiting from the tense geopolitical situation and stricter regulation in the EU e.g. the NIS2 directive on network and information security which requires companies with critical infrastructure (energy telcos for example) to implement appropriate cybersecurity measures. Company stands at the beginning of"
X Link 2025-06-23T12:17Z [----] followers, [----] engagements
"Asiro $7378.T The earnings call transcript for Q2/25 is now available at . Worth a read Most interesting insights for me: As I suspected there have been some delays with the new AI products. It looks like we wont get any new insights regarding this topic until the Q4 call in December [----]. The shift in user search behavior could potentially impact the performance-based derivative media business as AI-generated summaries are now often placed at the top of search results. CEO quote: "At present I am not concerned about the impact of the situation but I would like to explain that the rules have"
X Link 2025-06-27T10:09Z [----] followers, [----] engagements
"$INT.ST $INT Intellego with another blowout quarter based on this preliminary announcement. Stock is currently up [--] % + [---] % revenue growth YoY +At least [---] % EBIT growth YoY Cash in bank [---] Mio SEK + [--] Mio SEK compared to Q1/25 indicating healthy FCF"
X Link 2025-07-01T07:28Z [----] followers, [----] engagements
"Portfolio Update June [----] 📊 Performance YTD (measured as TTWROR in EUR): [-----] % (converted to USD it would be about 13% higher) ➡ Holdings: $INT.ST $INT $SLYG.DE $SLYG $NXSN.TA $NXSN $NU $MELI $7378.T $INTR $ALSTI $ALSTI.PA $247A.T $KURN.SW $KURN $ASTS $5621.T $SOFW.TA $SOFW $4374.T $5134.T $HROW $CAMX.ST $CAMX $4377.T $KRYS $4493.T $277A.T $215A.T $CRMD $4475.T $9911.HK $ALLIX $ALLIX.PA $4419.T $ETON ➕ New positions $CAMX.ST $KURN.SW $215A.T $CRMD $WALLIX.PA $9911.HK 🔼 Increased positions $KRYS $NU $HROW $ETON $4419.T ❌ Exited positions $OPTIMA.AT $TMDX $TBCG.L $4058.T $ASPI 🔻 Trimmed"
X Link 2025-07-01T15:10Z [----] followers, 26.1K engagements
"@realroseceline Why What's wrong with having more than [--] companies in your portfolio I don't think my performance is that bad either (measured in EUR not USD). All roads lead to Rome"
X Link 2025-07-02T04:56Z [----] followers, [----] engagements
"This guys trying to call me out publicly but probably doesnt even know half the stocks in my portfolio - and of course doesnt share his own performance either. Anyway thanks for the free publicity 👍🏻 This is what I call diworsification This is what I call diworsification"
X Link 2025-07-02T05:13Z [----] followers, [----] engagements
"$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 $50 https://t.co/vnh4KOEI11 No position but been a while since I've"
X Link 2025-07-03T06:34Z [----] followers, [----] engagements
"$INT.ST $INT The expected guidance beat has now been officially confirmed by Intellego. Montegas latest research update assumes SEK [---] million in EBIT for [----]. Given the companys performance so far this year I wouldnt rule out even higher figures"
X Link 2025-07-04T09:08Z [----] followers, [----] engagements
"I'm currently working on a write-up about a company that no one on Fintwit seems to be paying attention to. Over 150% CAGR in both revenue and EPS over the past three years with clear visibility for continued strong growth thanks to a substantial backlog. More than 200% topline growth seems possible this year which would bring the forward P/E into the high single-digit to low teens range. I initiated a larger position today and hope to have the write-up ready by the end of the week"
X Link 2025-07-08T10:39Z [----] followers, [----] engagements
"I'm not a chart expert but even as a layman it's obvious that the chart of $XBI (S&P Biotech ETF) is looking bullish. Markets are running hot right now and especially in the U.S. I believe there are only a few good opportunities left for GARP investors. Biotech is an exception. This sector IMO still offers many high-quality fast-growing companies at reasonable valuations. When fundamentally attractive metrics meet good technicals it usually results in an excellent r/r ratio going forward. Beautiful move in biotechs today might have some room to run $XBI $IBB https://t.co/pV2Z2LEGLd Beautiful"
X Link 2025-07-10T07:59Z [----] followers, [----] engagements
"@topsecretstocks Nice So you have an ETF portfolio alongside your regular growth stock portfolio"
X Link 2025-07-10T09:49Z [----] followers, [--] engagements
"This defense company is a market leader in electronic fuzes for ammunition - yet it remains completely overlooked by most investors. The recent track record: a 154% revenue CAGR and 203% EPS CAGR over the past [--] years. Investment highlights: Revenue growth of over 200% is likely in [----] which puts the stock at a mid to low teens forward P/E. As of the end of May [----] the backlog (excluding optional extensions) stood at 8.7x the companys [----] revenue. The business has started expanding into India the U.S. and Europe. In all three markets the company IMO has just scratched the surface of its"
X Link 2025-07-13T15:39Z [----] followers, 20.4K engagements
"That concludes my deep dive on $ARYT $ARYT.TA Aryt Industries - thanks for reading 🤝🏻"
X Link 2025-07-13T16:15Z [----] followers, [----] engagements
"$6562.T Geniee Inc. Quick pitch: Japanese adtech co. with USD 120m mcap Guidance: 30% revenue and 3540% EBIT growth p.a. through [----] Forward P/E 2025: [---] 1/3 of revenue comes from a hypergrowth SaaS solution which IMO alone justifies the current mcap Short🧵:"
X Link 2025-07-16T12:19Z [----] followers, [----] engagements
"$CAMX.ST $CAMX Strong quarterly results from Camurus (part of my biotech basket): ➡ Revenue: SEK 675.5m +51.8% YoY (vs. SEK 653m est.) ➡ Operating profit: SEK 292.05m (43.2% margin) +253.5% YoY ➡ EPS: SEK [----] +226.4% YoY (vs. SEK [----] est.) Unchallenged market leader in opioid addiction treatment strong pipeline resubmission for CAM2029 (acromegaly treatment) in the U.S. expected in Q3/25 a recently announced long-term collaboration with Eli Lilly ($LLY) on its proprietary FluidCrystal technology incredible operating leverage lots to like here. In my view one of the best high-growth stocks"
X Link 2025-07-17T09:00Z [----] followers, [----] engagements
"$SEZL I always had Sezzle in my shitco / bad business model bucket but this write-up completely changed my view. Brilliantly written and I can highly recommend giving it a read On my WL now. In the below-linked Sezzle update memo I explain how $SEZL seems likely to report Q2 '25 revs growth + EPS that could both roughly double consensus estimates. NTM P/E could end up being in the low-double digits with top-line growing at 130%+ YoY https://t.co/zXZxhijxqa In the below-linked Sezzle update memo I explain how $SEZL seems likely to report Q2 '25 revs growth + EPS that could both roughly double"
X Link 2025-07-18T13:38Z [----] followers, [----] engagements
"$CRMD Ive already increased my Cormedix position by 50% this month and Im considering adding more as the valuation keeps getting cheaper. Below is a simple projection I put together. Feedback appreciated Business model in one sentence (for those unfamiliar with the stock): CorMedix sells DefenCath a catheter lock solution that prevents infections in dialysis patients. Additional indications include TPN (Total Parenteral Nutrition) and oncology. Dialysis: TAM: 37m vials (inpatient) + 3.8m vials (outpatient) = 40.8m vials total (source: company presentation). Price per vial: currently $250 but"
X Link 2025-07-19T13:24Z [----] followers, 11.2K engagements
"@KyleAdamsStocks $CRMD Trading at a forward P/E of [----] for FY [----] [---] for FY [----] [---] for FY [----] based on current analyst estimates which are too conservative IMO. https://x.com/stock_logging/status/1946561791632253289t=zYJVKdmot2hT68u4MvjofA&s=19 $CRMD Ive already increased my Cormedix position by 50% this month and Im considering adding more as the valuation keeps getting cheaper. Below is a simple projection I put together. Feedback appreciated Business model in one sentence (for those unfamiliar with the https://t.co/5VLHfaQbAE"
X Link 2025-07-21T18:09Z [----] followers, [----] engagements
"Many investors still believe that one should generally avoid investing in companies that have recently gone public. Personally I think thats a mistake. There are plenty of examples of successful IPOs among second-and third-tier companies. For example 276A.T CCReB (offering tech-enabled consulting and brokerage services for industrial real estate plus data-driven services) has grown at an astonishing 81% revenue CAGR since [----]. The company went public in November [----] and the stock price has since increased more than fivefold At this point however the valuation is quite high which makes it"
X Link 2025-07-22T13:56Z [----] followers, [----] engagements
"Tomorrow around [--] PM CET (12 PM EST) Im dropping a deep dive on a very interesting stock one that no one has ever talked about on Fintwit before👀 Stay tuned"
X Link 2025-07-26T16:30Z [----] followers, [----] engagements
"8. Conclusion For investors willing to invest in Chinese equities Yuanbao is in my view one of the most attractive options currently available. Yuanbao essentially combines everything I look for in my investment strategy: an extremely asset-light business model high margins an exceptionally strong balance sheet (probably one of the best Ive seen in a long time) strong growth and an cheap valuation. Of course the stock carries risks and a China discount is certainly justified. However Im personally not too concerned about competition at this stage. Commissions from the brokerage business"
X Link 2025-07-27T15:54Z [----] followers, [----] engagements
"$ARYT $ARYT.TA Aryt has been on a tear lately already up 32% since my post [--] weeks ago and +47% since I bought around [--] weeks ago. Forward P/E for [----] should now be around [--] assuming about 90% backlog conversion and slightly improving margins (as per scenario [--] in my post). Still more reasonably valued than most peers IMO. Even though I wouldnt buy at this point but would rather wait for earnings next month and more clarity regarding backlog conversion achieved in H1. This defense company is a market leader in electronic fuzes for ammunition - yet it remains completely overlooked by most"
X Link 2025-07-31T11:27Z [----] followers, [----] engagements
"Portfolio Update July [----] 📊 Performance July (measured as TTWROR in EUR): [-----] % 📊 Performance YTD (measured as TTWROR in EUR): 37.99% ➡ Holdings (part 1/2): $INT.ST $NXSN.TA $SLYG.DE $CRMD $ARYT.TA $7378.T $NU $247A.T $6562.T $KURN.SW $SOFW.TA $HROW $INTR $9911.HK $4493.T"
X Link 2025-08-01T16:17Z [----] followers, [----] engagements
"$CRMD Q2 numbers looking good at first glance. But not sure how to feel about that Melinta Therapeutics acquisition. Revenue: $39.74m + [-----] % YoY + [---] % QoQ Operating profit: $19.54m (margin: [----] %) + [----] % QoQ EPS: $0.29 [----] % QoQ FY [--] sales guidance for DefenCath: $180m - $200m (vs. $171m consensus). Melinta is a previously private biotech company focused on acute and life-threatening antibiotic-resistant infections in hospital settings. The company has seven approved drugs and one more in the pipeline. It looks like the goal of the acquisition is to lay the groundwork for possible"
X Link 2025-08-07T12:41Z [----] followers, [----] engagements
"$XYF Cheapest growth stock on the market Started a position yesterday. ➢ 22% revenue CAGR (3y) 60% rev. growth in Q1/25 ➢ 70% GM 66% OM 44% ROCE ➢ P/E (TTM): [---] Fwd P/E [----] (annual. Q1): [---] ➢ Expanding margins strong operating leverage ➢ Outstanding shares down 15% since [----] additional $100m buyback program runs through end of [----] (vs. current $600m market cap) ➢ Pays dividend (4% yield in 2024) 📌 Elevator pitch (longer write-up might follow at some point): X Financial is a Chinese fintech with a market cap of roughly $600m. It facilitates loans (CNY 104.89bn / USD 14.6bn in 2024)"
X Link 2025-08-07T16:16Z [----] followers, [----] engagements
"$HROW Earnings on Monday Really looking forward to the numbers and the guidance. Based on the alternative data my expectations are definitely high. For anyone not familiar with the company yet below are two recent write-ups. https://sixsigmacapital.substack.com/p/actionable-stock-set-up-7-harrow https://mvcinvesting.substack.com/p/three-small-caps-im-watching-part $HROW Bloomberg data for July: Vevye up 10% over June the previous ATH month. Iheezo up 25% over May the previous ATH non-end of q month (Iheezo seasonally strong end of q). Triesence up 50% over June the previous ATH month."
X Link 2025-08-08T18:30Z [----] followers, [----] engagements
"$SOFW $SOFW.TA Great write-up by Simon @topsecretstocks on the company overall and its incredibly strong Q2. Highly recommended read $SOFW liefert ab Mit einem beeindruckenden Wachstum von +4334 % gegenber dem Vorjahr und +26 % gegenber dem ersten Quartal [----]. Das Unternehmen verbucht seinen ersten Nettogewinn in der Unternehmensgeschichte von [--] Millionen USD zudem verzeichnet die Aktivitt in den https://t.co/9HGJO0AVko $SOFW liefert ab Mit einem beeindruckenden Wachstum von +4334 % gegenber dem Vorjahr und +26 % gegenber dem ersten Quartal [----]. Das Unternehmen verbucht seinen ersten"
X Link 2025-08-09T07:32Z [----] followers, [----] engagements
"$NXSN $NXSN.TA Q2 results from this morning look solid. Revenue: $37.08m +32.17% YoY Gross Profit: $26.56m (margin: 71.62%) +31.88% YoY (margin Q2/24: 71.78%) Operating Profit: $23.01m (margin: 62.05%) +26.92% YoY (margin Q2/24: 64.62%) Net Profit: $23.22m +46.27% YoY Backlog: $110.4m +39.57% YoY -10.39% QoQ Backlog / Quarterly Revenue: 298% vs. 282% in Q2/24 Stock currently down 5%. IMO valuation is now fair to slightly expensive. Based on my assumptions forward P/E for [----] should be around 30"
X Link 2025-08-11T07:48Z [----] followers, [----] engagements
"$NXSN $NXSN.TA Earnings call link: Earnings call AI summary: [--] Guidance & [----] Growth Target Revenue target for 2025: USD [---] million implying +40% growth vs. [----]. Management emphasized that the guidance has not been changed despite various challenges. According to the CEO historically NextVision has always met or slightly exceeded its targets. [--] Demand Development Global Very strong and further increasing demand across all regions no signs of slowdown. Europe: Still the largest region share slightly down from 58% to 54% but strong growth driven by the war in Ukraine and rearmament trends in"
X Link 2025-08-11T16:06Z [----] followers, [----] engagements
"$HROW Q2/25 numbers : Revenue: $63.74m +30.27% YoY vs. $66m estimate 🔴 Adj. EBITDA: $17.01m (margin: 26.69%) +93.30% YoY vs. $14.9m estimate 🟢 Operating Profit: $11.41m (margin: 17.90%) +645.75% YoY vs. $6.59m estimate 🟢 Adj. EPS: $0.24 vs. [$-----] in Q2/24 vs. $0.04 estimate 🟢 Key takeaways from the presentation & shareholder letter: VEVYE the companys flagship drug (for dry age-related macular degeneration / AMD) saw a QoQ revenue decline of -13.14% despite a +66% increase in prescriptions and a significant market share gain (7.8% in Q2/25 vs. 5.2% in Q1/25). The reason: a much lower"
X Link 2025-08-12T11:49Z [----] 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 2025-08-12T14:58Z [----] followers, [----] engagements
"$247A.T AI Robotics This Japanese stock I own plans to double revenue and profit in each of the next four fiscal years Current forward P/E for FY ending March 2026: [--]. Today the company reported its Q1 results heres a quick thread on the numbers 🧵"
X Link 2025-08-13T10:58Z [----] followers, 10.7K engagements
"$KURN.SW $KURN Solid numbers from Kuros this morning. Note: Reporting currency has been switched from CHF to USD all numbers referring to H1 results. Revenue: +77.91% YoY Gross Profit: +77.21% YoY (margin: 88.74%) Adj. EBITDA: +72.51% YoY (margin: 12.26%) First positive EBIT with a 5.52% margin Net income muted due to high finance expenses (FX losses). My take: Positive EBIT development with an already respectable margin of 5%. Otherwise no changes to the insights and assumptions laid out in my write-up. Stock slightly up. Today I am introducing you to a European hidden champion from the"
X Link 2025-08-14T10:32Z [----] 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🧵: [--] $4374.T Robot Payment ➢ Payment provider for automated recurring payments & SaaS solutions for invoicing receivables management & debt collection. Revenue Q2: +20% YoY Operating Profit Q2: +92% YoY (margin: 27.6%) EPS Q2: +94% YoY ✅ Guidance raised 💴 Valuation: Fwd P/E FY2025: [--] / FY2026: 12"
X Link 2025-08-16T15:19Z [----] followers, [----] engagements
"$ARYT $ARYT.TA New order worth over ILS [--] million received from the Israeli Ministry of Defense. Remaining backlog still reported at ILS [---] billion (unchanged from last press release on May [--] 2025). Still waiting for the numbers for H1/2025 which should be published any day now. $ARYT $ARYT.TA Aryt has been on a tear lately already up 32% since my post [--] weeks ago and +47% since I bought around [--] weeks ago. Forward P/E for [----] should now be around [--] assuming about 90% backlog conversion and slightly improving margins (as per scenario [--] in my post). $ARYT $ARYT.TA Aryt has been on a tear"
X Link 2025-08-19T10:11Z [----] followers, [----] engagements
"$XYF Im out for now. Even though the headline Q2 numbers look extremely strong (65.6% revenue growth YoY 44.9% EPS growth YoY 8% of shares bought back in just the last quarter and a newly announced dividend with a 4% yield) the outlook was disappointing. For Q3 management expects loan origination of CNY 3234bn a clear decline from CNY 38.99bn in Q2 and CNY 35.1bn in Q1. Reasons seem to ne new regulation and a macro-driven economic slowdown. While management reiterated the 30% full-year loan origination growth target on the call they remained very vague on the reasons behind the slowdown and"
X Link 2025-08-19T13:46Z [----] followers, [----] engagements
"$YB On Wednesday Yuanbao will report its Q2 results pre-market. Im really excited for this one. Some of the comments under my earlier deep dive argued that the current margin levels wont be sustainable. I disagree. Especially after finally listening to the Q1 earnings call. Management was explicitly asked whether the trend of declining sales & marketing expenses relative to revenue could continue and whether theres a natural ceiling on operating margins. The CFO clearly denied the latter - he sees further upside thanks to continuous improvements in their AI algorithms for targeting and"
X Link 2025-08-25T15:03Z [----] followers, [----] engagements
"$INT.ST $INT Q2 results from Intellego: Revenue: +297.04% YoY EBIT: +632.74% YoY EBIT margin: 70.70% vs. 38.31% in Q2/24 EPS: +689.36% YoY ✅ SEK 65.9m positive FCF (finally) [----] guidance raised to SEK 700m revenue (+164% YoY) and SEK 400m EBIT (+292% YoY). Key takeaways from the prepared remarks: ➢ CEO Claes Lindahl highlighted emerging regulatory standards for UV disinfection with China taking a lead but also now in the U.S. and Canada. Quote: The rise of the regulatory drive to require and enforce validation in healthcare settings is both important for end users of these facilities"
X Link 2025-08-27T18:24Z [----] followers, [----] engagements
"$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 2025-08-28T17:32Z [----] followers, [----] engagements
"$9911.HK Newborn Town Inc. H1 [----] results: Revenue: +40.03% YoY GP: +55.57% YoY GP Margin: 55.80% vs. 50.22% in H1/2024 EBIT: +30.77% YoY EBIT Margin: 15.07% vs. 16.14% in H1/2024 EPS: +90.00% YoY 💵 Fwd. P/E 2025: [----] (based on annualized H1 EPS) Very solid numbers IMO EPS seems to have come in well above consensus. Stock was up +13% today. In H1 the company also repurchased almost 3% of outstanding shares. Note: EPS growth partly driven by 100% acquisition of subsidiaries. ➢ Since most of you probably dont know the company here is a quick rundown of the business model: 89% of revenue"
X Link 2025-08-29T09:38Z [----] followers, [---] engagements
"$ARYT $ARYT.TA Insane H1 numbers from Aryt🤯 ➢ Rev.: +430.61% YoY ➢ GP: +783.72% YoY ➢ GPM: 60.97% vs. 36.61% in H1 [----] ➢ OP: +1353.91% YoY ➢ OPM: 54.67% vs. 19.95% in H1 [----] ➢ EPS: +1518.33% YoY FY [----] rev. guid.: ILS 514m +306.21% YoY 💵 Fwd. P/E 2025: [----] (assuming margins stay flat for the rest of the year) Crazy good results with revenue guidance far above even my most optimistic estimates from the write-up. Operating margin at almost 55% also well above my 50% forecast. Incredible operating leverage. Backlog for 2026: ILS 370.2m Backlog for 2027: ILS 577.1m Key insights from the"
X Link 2025-08-29T16:46Z [----] followers, [----] engagements
"Thanks 🤝There are several reasons for this: [--]. In the past I had a bad experience when I heavily overweighted a single position ($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 2025-09-01T16:39Z [----] followers, [---] engagements
"In the last month I initiated a number of new positions. Below I want to give you a short introduction to four of them. 📌 A thread on $3496.T Azoom $9552.T M&A Research Institute $BXN.AX Bioxyne $TGTX TG Therapeutics🧵"
X Link 2025-09-05T16:44Z [----] followers, [----] engagements
"4. $TGTX TG Therapeutics Revenue [--] Yr CAGR: 302.5% Gross Margin LTM: 87.0% Operating Margin LTM: 18.9% ROCE LTM: 16.2% 💵 Fwd. P/E: [----] for FY [----] 💼 Insider ownership: 8.9% ➢ TG Therapeutics is a US biotech company that developed BRIUMVI a treatment for multiple sclerosis. ➢ BRIUMVI is a CD20 antibody therapy. It binds to the CD20 protein on B cells (a type of white blood cell) preventing them from triggering inflammation in the brain thereby reducing MS relapses. ➢ After two initial doses BRIUMVI is infused twice a year. Revenues are thus recurring as MS currently has no cure. ➢ CD20"
X Link 2025-09-05T17:05Z [----] followers, [----] engagements
"$FIN.L Ugly guidance cut. In hindsight the chart had already hinted at it. Taking the L here. Companies with operational issues and clueless or possibly dishonest management arent worth my money. I really should just stick to Japanese stonks in the microcap space. http://polaris.brighterir.com/public/finseta/news/rns/story/w10154r http://polaris.brighterir.com/public/finseta/news/rns/story/w10154r"
X Link 2025-09-10T06:45Z [----] followers, [----] engagements
"$INT $INT.ST Intellego currently down about 12% after a Swedish journalist is apparently preparing a new article on the company. It seems to concern the dismissal of the head of subsidiary Daro as well as the North America CEO. Since many newer investors may not know the backstory here are my thoughts: The journalist (writing for Dagens Industri) has published many negative articles on Intellego in the past. In [----] he uncovered some important shortcomings by the company. Among other things: naming the wrong contract partner on a large order (Intellego referred to the customer as Radical"
X Link 2025-09-11T09:25Z [----] followers, 21.6K engagements
"$7378.T Asiro Q3 numbers look good at first glance but IMO not at all on the second. Stock is down 20% after hours. ➢ Rev.: +42.4% YoY ➢ GP: +40.5% YoY ➢ GPM: 37.5% vs. 38.0% in Q3/24 ➢ OP: +78% YoY ➢ OPM: 19.3% vs. 15.4% in Q3/24 ➢ FY guidance was raised: now calling for +36.3% revenue growth and EPS of JPY [------] which implies a fwd. Fwd. P/E of about [--] for FY [----] at the after-hours price. So why did the market - and I - not like the results Legal Media: Asiro generates recurring revenues here by connecting users with lawyers for cases like divorce traffic law etc. QoQ and YoY growth in"
X Link 2025-09-12T08:02Z [----] followers, [----] engagements
"$INT $INT.ST Fresh PR as of [--] pm today: Intellego has already exceeded the EBIT guidance it set after the Q2 results and Q3 isnt even finished yet. The next guidance raise is coming"
X Link 2025-09-12T16:31Z [----] followers, [----] engagements
"$NXSN $NXSN.TA I fully exited my position just a few minutes ago. Very grateful for almost a 200% money-weighted return (average was around [----] ILA) in under a year. I was in this stock very early below you can see my short pitch which I shared back then from my private X account. At that time almost no one outside of Israel was talking about the stock. Those of you who still know me from Instagram may remember that I first pitched the stock even earlier around [----] ILA. The structural tailwinds for the drone market are undeniable but with a forward P/E of around [--] for [----] topped-out"
X Link 2025-09-15T09:14Z [----] followers, [----] engagements
"$INT $INT.ST Very nice post about the allegations from the latest short report and the other accusations that keep being raised against Intellego. Well worth reading. IMO the last SR contained nothing but issues that have already been discussed countless times wild speculation and trivialities. Since Ive been asked this several times in PMs: I significantly increased my position in the stock yesterday and the day before. Intellego (INT): Fraud or 100-bagger Finally the truth A full no-paywall rebuttal to the bear case with numbers sources and real risks. https://t.co/vFoPxfszpM Intellego"
X Link 2025-09-17T13:54Z [----] followers, [----] engagements
"$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 [----] EPS (per ADS) in H1/2025 with the stock trading around USD [--] right now OCF is basically equal to FCF since the company only has USD 3.1m in PP&E on the balance sheet and virtually no CAPEX requirements. Annualized OCF/FCF = USD 245m Market cap / FCF = [---] EV / FCF = [---]. I probably dont need to explain how cheap that is"
X Link 2025-09-18T10:16Z [----] followers, 10.4K 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 2025-09-19T10:56Z [----] followers, [----] engagements
"$INT $INT.ST I had ChatGPT structure my notes from the Intellego call. First of all: Some folks seem to be confused by the guidance given at the end of the presentation. The SEK [--] billion in revenue and SEK [---] million in EBIT was just a repetition of the old long-term guidance from the Q3/24 report. According to the Q2/25 report this is currently being revised. Thats why I think the whole fuss around this is overblown 📈 TAMs & Growth UV Disinfection: 1.6B TAM (1.6B disinfections [--] dosimeter/run) Curing: 5B TAM growing 19% Horticulture: 4B TAM growing 22% 🎯 Some targets going forward"
X Link 2025-09-22T09:49Z [----] followers, 12.3K engagements
"$INT $INT.ST One more point: A lot of people here seem to be panicking about an alleged margin erosion. My question: where exactly was this mentioned in the call I listened to it live and skimmed the transcript. The only spot where anything about margins possibly coming down was said is here: . margins will come down a little bit. So how do people conclude from this that margins are about to completely erode And honestly who seriously thought that the 70% EBIT margin from Q2 was sustainable So can someone please point me to a transcript quote explaining why margins should fall off a cliff"
X Link 2025-09-22T14:00Z [----] followers, [----] engagements
"$HROW Stock up 6% today and 56% since the post below. Sentiment around Harrow couldnt be any better right now. Debt refinancing two weeks ago (short-term debt burden had long been a major criticism) More and more large accounts are bullish and pushing the stock Analysts are also turning more bullish with two price target hikes today Investor Day this Friday with potential additional catalysts for the share price Really looking forward to Friday I will definitely be watching the Investor Day. Harrow currently is one of my biggest positions and hopefully will stay that for a long time."
X Link 2025-09-23T13:54Z [----] followers, [----] engagements
"There are plenty of companies that work with paid analysts. $SLYG.DE for example also works with Montega. Does that make the company a scam Cmon honestly. There are many things one can criticize Intellego for. But surely not the fact that through working with Montega theyre opening up to shareholders and providing them with more information. If Intellego is stingy with information thats supposedly wrong. If Intellego pays an analyst to spread information so shareholders can better understand the company thats also wrong. That makes no sense. Btw $LBW which you always speak so positive about"
X Link 2025-09-25T12:47Z [----] followers, [---] engagements
"Its really rare to find a growth stock in the US at reasonable prices. But I think Ive managed to do so: ➢ Small cap very unknown name ➢ 70% rev. growth in H1/25 ➢ Gross margin 60% ➢ 66% recurring revenue ➢ Enormous TAM ➢ Profitable cash-flow positive no plan to raise money through dilution ➢ NOT a datacenter play ➢ I think a 2x by the end of [----] is possible Opened a position today. I will start working on a short write-up in the coming days"
X Link 2025-09-25T16:50Z [----] followers, 12.3K engagements
"$HIT Health In Tech is a fast-growing US smallcap aiming to disrupt the healthcare insurance space. ➢71% H1/25 rev. Growth ➢74% H1/25 recurring rev. ➢67% GM ➢Massive TAM ➢70% insider ownership 📌A comprehensive deep dive🧵 Its really rare to find a growth stock in the US at reasonable prices. But I think Ive managed to do so: ➢ Small cap very unknown name ➢ 70% rev. growth in H1/25 ➢ Gross margin 60% ➢ 66% recurring revenue ➢ Enormous TAM ➢ Profitable cash-flow positive no plan to Its really rare to find a growth stock in the US at reasonable prices. But I think Ive managed to do so: ➢ Small"
X Link 2025-09-29T16:12Z [----] 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 $HIT is enormous (quote was something like: the insurance market is [--] years behind the financial sector in terms of digitalization). ➢Even though the stock is not super"
X Link 2025-09-29T16:23Z [----] followers, [----] engagements
"$INT $INT.ST Intellego preliminary Q3 numbers: ➢ Revenue 220m SEK (+196% YoY) ➢ EBIT 130m SEK (+503% YoY) ➢ Available liquidity (cash & unused credit facilities) 750m SEK compared to 200m SEK in Q2/25 () ➢ Share buybacks of up to 100m SEK (2% of current mcap) Not bad for the most obvious fraud on the market. Looking forward to the new bear arguments"
X Link 2025-10-02T07:43Z [----] followers, 21.8K engagements
"Since I don't want to be seen as a pumper I'm happy to also share unfavorable insights about my stocks. Here's the explanation for the "available liquidity" position. Bad communication by Intellego there's no other way to put it. @AveCaesar511 From what I've heard just now INT got an additional credit facility of 500m SEK for M&A purposes. Means 600m SEK of the available liquidity are credit lines 150m is the cash of which 35m came from warrants means Q3 had 15m FCF since cash at the end of Q2 was 100m SEK. @AveCaesar511 From what I've heard just now INT got an additional credit facility of"
X Link 2025-10-02T12:12Z [----] followers, [----] engagements
"No seriously: I think it's a combination of several factors: - The stock had been extremely hot for a while with over [---] SEK being the year-to-date gain of over 300%. - Then the first report from Sven Nordenstam came out and the first people pocketed their profits (I should have done that too honestly). Shortly afterward there was a preliminary announcement about the achievement of the annual targets as well as a follow-up purchase by the CEO which came across as very pumpy and defiant. - A few days later the first short report came out which really only contained old accusations unverified"
X Link 2025-10-03T16:24Z [----] followers, [----] engagements
"$INT $INT.ST PR from a few minutes ago: An order for Yuvio (subsidiary of Intellego) worth 22m EUR (approximately 242m SEK) to be delivered this year. Order comes from a German customer"
X Link 2025-10-04T11:03Z [----] followers, 22K 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 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 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 2025-10-07T10:04Z [----] 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 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 $OKTA a cybersecurity company specializing in identity and access management. Based on my estimates for FY [----] (October [--] [----] September [--] 2026) the stock is trading at a forward P/E of [--] and a forward"
X Link 2025-10-17T11:14Z [----] followers, [----] engagements
"$NURS.V $HYDTF Great update from Hydreight at Planet Microcap yesterday. 295k orders for VSDHOne in Q3 resulting in approximately 180k orders for September (after 35.6k in July and 80k in August). This puts them ahead of their own projections. Thus the unease some investors felt because there was no September update until yesterday was unfounded. Furthermore the CEO mentioned that they received very large orders at the end of Q3 which will count in Q4. So the uptrend seems to continue. Regarding the AOV the plan is to steadily increase it from the current [--] CAD to 60-80 CAD. Furthermore"
X Link 2025-10-23T10:06Z [----] followers, 17.8K engagements
"$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 2025-10-23T18:47Z [----] 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 2025-10-24T12:19Z [----] 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 2025-10-29T08:10Z [----] 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 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 $4475.T"
X Link 2025-11-02T16:44Z [----] followers, [----] engagements
"$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 $SOFW.TA Wow absolutely fantastic Q2 results from Sofwave way above my expectations Revenue: USD 20.99m + [-----] % YoY (huge acceleration from + [--] % growth in Q1/25) EBIT: USD 2.18m vs. USD - [----] in Q2/24 (operating margin: [-----] %) Net Profit: USD 1.5m https://t.co/ErnfvemUBJ"
X Link 2025-11-04T07:31Z [----] followers, [----] engagements
"$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 2025-11-04T07:51Z [----] 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 2025-11-11T08:08Z [----] followers, 27.7K 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 2025-11-11T17:40Z [----] followers, [----] engagements
"$3496.T Strong print this morning FY [--] from Oct [--] [----] to Sep [--] 2025: ➢ Rev. +27.9% ➢ OP +43% ➢ EPS +40.8% Even stronger is the new mid-term plan: Over the next [--] years they aim to achieve a rev. CAGR of 30% and an operating profit CAGR of 37%. Stock +17% AH. These numbers far exceed my initial forecasts. The measures to achieve these goals: [--]. Expansion of recurring revenue in existing domain Azoom plans to massively scale its existing parking subleasing and management model to increase recurring revenue through more parking spaces higher occupancy rates and AI-powered efficiency. 2."
X Link 2025-11-13T08:06Z [----] followers, [----] engagements
"$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 $MOB. During Q3/25 call they guided for a 3m USD quarterly revenue run rate and positive fcf til end of [----] (see picture below). The company is debt-free and has 16m USD in cash. The burn rate"
X Link 2025-11-17T10:54Z [----] followers, [----] engagements
"$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 2025-11-17T14:43Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing