[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@searching4value](/creator/twitter/searching4value) "@ClarkSquareCap I am sure Talanx ($TLX.DE) is not making the cut because it has not enough tork with insurance market already having its run and being at 10x PE. But might be for some I guess not a buy typical fintwit but a very interesting ass for some accounts"  [@searching4value](/creator/x/searching4value) on [X](/post/tweet/1902393355117412822) 2025-03-19 16:14:55 UTC 1513 followers, 1255 engagements "Ashmore still losing AUMs. Of course outflows are due to very specific allocation decisions of a very few very large instis as always. $ASHM.L"  [@searching4value](/creator/x/searching4value) on [X](/post/tweet/1912051725994774939) 2025-04-15 07:53:50 UTC 1512 followers, XXX engagements "@MikeFritzell @orrdavid The rational answer is to sell a stock when the forward return is deemed to be (too) low (for the risk). Each person's view/opinion might be an indication/derivative thereof I guess"  [@searching4value](/creator/x/searching4value) on [X](/post/tweet/1948318415820648469) 2025-07-24 09:44:42 UTC 1511 followers, XXX engagements "@CedarReseach Isn't it all about ROEs p/b and growth If investment leverage is high enough (and risks within limits) this model can work very well"  [@searching4value](/creator/x/searching4value) on [X](/post/tweet/1947188777564184733) 2025-07-21 06:55:56 UTC 1513 followers, XX engagements "What a BS reasoning. It does prove nothing but that they grew organically or inorganic which could have either been unsuccessful or successful. Otherwise a great read about DSV $DSV.CO via KochBank which takes over DB Schenker of equal size"  [@searching4value](/creator/x/searching4value) on [X](/post/tweet/1946160701870842249) 2025-07-18 10:50:43 UTC 1511 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@searching4value
"@ClarkSquareCap I am sure Talanx ($TLX.DE) is not making the cut because it has not enough tork with insurance market already having its run and being at 10x PE. But might be for some I guess not a buy typical fintwit but a very interesting ass for some accounts"
@searching4value on X 2025-03-19 16:14:55 UTC 1513 followers, 1255 engagements
"Ashmore still losing AUMs. Of course outflows are due to very specific allocation decisions of a very few very large instis as always. $ASHM.L" @searching4value on X 2025-04-15 07:53:50 UTC 1512 followers, XXX engagements
"@MikeFritzell @orrdavid The rational answer is to sell a stock when the forward return is deemed to be (too) low (for the risk). Each person's view/opinion might be an indication/derivative thereof I guess" @searching4value on X 2025-07-24 09:44:42 UTC 1511 followers, XXX engagements
"@CedarReseach Isn't it all about ROEs p/b and growth If investment leverage is high enough (and risks within limits) this model can work very well" @searching4value on X 2025-07-21 06:55:56 UTC 1513 followers, XX engagements
"What a BS reasoning. It does prove nothing but that they grew organically or inorganic which could have either been unsuccessful or successful. Otherwise a great read about DSV $DSV.CO via KochBank which takes over DB Schenker of equal size" @searching4value on X 2025-07-18 10:50:43 UTC 1511 followers, XXX engagements