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[@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1095576140050251779.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1095576140050251779.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1095576140050251779.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1095576140050251779.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1095576140050251779.png) [@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 Avatar @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 Avatar @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 Avatar @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 Avatar @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 Avatar @searching4value on X 2025-07-18 10:50:43 UTC 1511 followers, XXX engagements

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